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Id,Status,Full Name,Job Title,Company Name,Email Address,Phone Number,Person Source
9632288,,David Colclough,,,davidcolclough19@gmail.com,,List import
11231412,Inactive Investor,Michael Hoffman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10972199,Inactive Investor,Eliane Zilberman Fleischman,,EFG Capital International,,,Salesforce
10935958,Inactive Investor,Henry Clement,Financial Advisor,"Harbour Investments, Inc. Beloit WI 2211 Cranston Rd",,,Salesforce
9564594,,Michael Modlin,,,michael.modlin@53.com,,List import
1003341,Inactive Investor,Alban Gasser,,Quant Satoshi,alban@quantsatoshi.com,,Event
10900466,Inactive Investor,Jennifer Knapp,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jennifer.knapp@schwab.com,,Salesforce
9625142,,Elizabeth Lynn,,,liizzy@hotmail.com,,List import
10817384,Inactive Investor,Colin Calvert,Chief Financial Officer;Chief Technology Officer,TRADEway,,,Salesforce
11153174,Inactive Investor,Abraham Horowitz,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,ahorowitz@janney.com,,Salesforce
10939169,Inactive Investor,Leeanna Egnor-Smith,,"Osaic Wealth, Inc. Emmaus PA 191 Main St",,,Salesforce
11050471,Inactive Investor,Nathan Gaubatz,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,,,Salesforce
11154003,Inactive Investor,David Hussar,,J.P. Morgan Securities LLC Chicago IL 3335 N Ashland Ave,david.hussar@chase.com,,Salesforce
10982940,Inactive Investor,Derek Helms,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",derek.helms@tiaa.org,,Salesforce
11180412,Inactive Investor,John Charlton,,"Osaic FA, Inc. Cockeysville MD 201 International Cir",luke.charlton@lfg.com,,Salesforce
11074851,Inactive Investor,Myrna Arroyo,Chief Compliance Officer;Managing Partner,Progeny Wealth Management LLC,myrna@progenylawfirm.com,,Salesforce
11096278,Inactive Investor,Vincent Ebbecke,,"Raymond James Financial Services, Inc. Boynton Beach FL 8788 Boynton Beach Blvd",vince.ebbecke@raymondjames.com,,Salesforce
10818001,Inactive Investor,Martin Knight,,"Geneos Wealth Management, Inc. Chestertown MD 106 Spring Ave",,,Salesforce
1002795,Inactive Investor,David Citron,"Co-Founder, Senior Relationship Advisor & Shareholder",WMS Partners,dcitron@wms-partners.com, +1 410 337 7575,Database Upload
10989615,Inactive Investor,Alexander Lane,,"Wells Fargo Clearing Services, LLC Arden NC 2373 Hendersonville Rd",alex.lane@wellsfargo.com,,Salesforce
10937369,Inactive Investor,Nicholas Slater,Compliance Advisor;Senior Advisor,"Raymond James & Associates, Inc.",nicholas.slater@raymondjames.com,,Salesforce
9543231,,De'Marqus Muscove,,,marqusmuscove@yahoo.com,,List import
10828433,Inactive Investor,David Higgins,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,dhiggins@rockco.com,,Salesforce
10892298,Inactive Investor,David Dimasi,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,david.dimasi@fmr.com,,Salesforce
10774100,Inactive Investor,Michael McLaughlin,National Sales Director,"Wells Fargo Clearing Services, LLC",michael.mclaughlin@wellsfargoadvisors.com,,Salesforce
11113164,Inactive Investor,Darren Bowers,,MWA Financial Services Inc. Selmer TN 109 N 3rd St,darren.a.bowers@mwarep.org,,Salesforce
11027698,Inactive Investor,Joshua Milam,,"Avantax Investment Services, Inc. Colleyville TX 6513 Colleyville Blvd",,,Salesforce
10955399,Inactive Investor,Jennifer Riley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10895737,Inactive Investor,Dawn Petzold,,PFS Investments Inc. Lake in the Hills IL 1301 Pyott Rd,dawn.petzold@primerica.com,,Salesforce
10796437,Inactive Investor,Kyle Masingill,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kyle.masingill@ml.com,,Salesforce
10754835,Inactive Investor,Sheryl Davis,,"Wells Fargo Advisors Financial Network, LLC Williston VT 92 Zephyr Rd",sheryl.davis@wellsfargoadvisors.com,,Salesforce
11026349,Inactive Investor,Christopher Hely,,"The Leaders Group, Inc.",,,Salesforce
11017653,Inactive Investor,Michelle Moyer,,Commonwealth Financial Network Silverdale WA 10488 Silverdale Way NW,mmoyer@commonwealth.com,,Salesforce
10929880,Inactive Investor,James Niedzinski,Co-Founder;Regulatory Contact,"Motive Wealth Advisors, LLC",jim@motivewa.com,,Salesforce
9639554,,Sophia Tsai,,,stsai@trinitywallstreet.org,,List import
9644342,,Boris Kryzhapolsky,,,bkryz236@gmail.com,,List import
10852768,Inactive Investor,Kayla Edwards,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",,,Salesforce
11094275,Inactive Investor,Oscar Guerrero Gazcon,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",oguerrero@financialguide.com,,Salesforce
9613289,,David Janczewski,,,david@coincover.com,,List import
10555582,,Peter Belfry,,,peter.belfry@gmail.com,,Web Form Fillout
709,,,,,lizatitus1@earthlink.net,,
228559,, -,,[[Unknown]],warrenbehrens@gmail.com,,Paid Search
9582820,,Ubaldo Bermudez,,,ubaldobermudez@yahoo.com,,List import
11053696,Inactive Investor,David Rodriguez,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,david.rodriguez@primerica.com,,Salesforce
11124712,Inactive Investor,Rhoda Hannenberg,,Thrivent Investment Management Inc. Montrose CO 336 S 10th St,rhoda.hannenberg@thrivent.com,,Salesforce
11018409,Inactive Investor,Dana Pingenot,Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,dana.pingenot@corient.com,,Salesforce
11133698,Inactive Investor,Benjamin Krajnak,Senior Wealth Strategy Associate,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,ben.krajnak@ubs.com,,Salesforce
10759340,Inactive Investor,Michael Dominguez,,Fidelity Brokerage Services LLC,michael.dominguez@fidelity.com,,Salesforce
11096188,Inactive Investor,Tiwayna Jackson,,J.P. Morgan Securities LLC Orlando FL 12190 University Blvd,tiwayna.jackson@jpmorgan.com,,Salesforce
10723245,,Benny YANG,,"Vsun China Co., Ltd.",ybin622012@gmail.com,,Web Form Fillout
11157739,Inactive Investor,Thomas Terhark,,"Securian Financial Services, Inc.",,,Salesforce
11155996,Inactive Investor,Lauren Melroy,,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
9628784,,Austin Klippenstein,,,klippensteinaustin@gmail.com,,List import
10951362,Inactive Investor,Steven Burkholder,,"Concourse Financial Group Securities, Inc. Harrisonburg VA 841 Mount Clinton Pike",steven.burkholder@concoursefinancial.com,,Salesforce
10865029,Inactive Investor,Jennifer Walters,,Morgan Stanley Westlake OH 159 Crocker Park Blvd,,,Salesforce
10911138,Inactive Investor,Ali Yildirim,,J.P. Morgan Securities LLC New York NY 2099 Broadway,ali.x.yildirim@chase.com,,Salesforce
11102186,Inactive Investor,Joseph Bancheri,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",joseph.bancheri@wellsfargoadvisors.com,,Salesforce
233982,, -,,[[Unknown]],sklivas.s@bimcor.ca,,
11107565,Inactive Investor,Madison Mcauliffe,Client Service Associate,J.P. Morgan Securities LLC Boston MA 160 Federal St,madison.mcauliffe@jpmorgan.com,,Salesforce
10614749,,Keith Petrus,"Financial Advisor, Vice President",,keith.petrus@morganstanley.com,,List Import
11127836,Inactive Investor,Mitchell Meurlott,Financial Advisor;Insurance Specialist,"Ameriprise Financial Services, LLC Tampa FL 1600 E 8th Ave",mitchell.meurlott@ampf.com,,Salesforce
10948192,Inactive Investor,Socorro Evangeline Fajardo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Willowbrook IL 6300 Kingery Hwy",,,Salesforce
11036872,Inactive Investor,Geoffrey Magee,,PFS Investments Inc. Gaithersburg MD 811 Russell Ave,geoffrey.magee@primerica.com,,Salesforce
9549639,,Michael Cherniawski,,,mike.cherniawski@transamerica.com,,List import
177115,,Beth Bull,Senior Vice President & CFO,[Unknown],bbull@cftexas.org, +1 214 750 4242,Database Upload
11209516,Inactive Investor,Brian George,,"Grove Point Investments, LLC Baden PA Private Residence",bgeorge@hbeckinc.com,,Salesforce
9574317,,Michael Steiner,,,msteiner@regentatlantic.com,,List import
10891760,Inactive Investor,Stephen Weber,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,jim.weber.br7g@statefarm.com,,Salesforce
11060299,Inactive Investor,Ryan Mahatme,,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,ryan.mahatme@msgraystone.com,,Salesforce
9630758,,Morgen Streur,,,morgenjohnstreur@gmail.com,,List import
9545866,,Maria Schneider,,,mschn032@fiu.edu,,List import
80095,,Steven Napoli,"Limited Partner, Chief Financial Officer, Chief Compliance Officer",Ardsley Partners,steve@ardsley.com,203-564-4200,Manual List Upload
65661,,Bridget Fallon,,Thrivent Investment Management Inc.,bridget.fallon@thrivent.com,612-844-7208,
10944485,Inactive Investor,Tomas Cern,,"Cambridge Investment Research, Inc. Tolland CT Private Residence",,,Salesforce
11136280,Inactive Investor,Karl Marko,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10967444,Inactive Investor,Amber Smith,,"Allstate Financial Services, LLC Russellville AR 2410 E Pkwy Dr",ambersmith@allstate.com,,Salesforce
11065951,Inactive Investor,William Moore,,Morgan Stanley Chicago IL 10 S Riverside Plz,william.moore@morganstanley.com,,Salesforce
11074573,Inactive Investor,Jessica Redman,Practice Associate,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",jessica.redman@ampf.com,,Salesforce
10612265,,Matthew Pang,"Financial Advisor, Senior Director - Investments",,matthew.pang@opco.com,,List Import
9625587,,yan su,,,dustynova@yahoo.com,,List import
206639,,Barbara Passafiume,Insurance Coordinator,"Argi Investment Services, Llc",barbarapassafiume@argi.net,502-753-0609,Manual List Upload
11131568,Inactive Investor,Mark Frauenhoffer,Wealth Strategist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,mark.frauenhoffer@edwardjones.com,,Salesforce
372154,,Rawaid ahmad zaky Zaky,,Indonesia,rawaidahmadzaky35@gmail.com,,Salesforce
11116261,Inactive Investor,Weijian Yu,,J.P. Morgan Securities LLC New York NY 176 Canal St,weijian.yu@jpmorgan.com,,Salesforce
11112515,Inactive Investor,Christopher Anderson,Investment Analyst;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",christopher.c.anderson@ml.com,,Salesforce
345402,,Shawn Clark,"Managing Partner, Financial Advisor",Accredited Wealth Management Llc,sclark@accreditedwm.com,502-290-1905,Manual List Upload
235442,, -,,[[Unknown]],adap.t@yahoo.com,,
10752873,Inactive Investor,Dwight Perry,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,dwight.perry@fidelity.com,,Salesforce
10984385,Inactive Investor,Adam Stigers,,The Huntington Investment Company Saginaw MI 4815 State St,,,Salesforce
336035,,Johnny Acosta,Controller,Trive Capital Management Llc,johnnyacosta@trivecapital.com,214-499-9715,Manual List Upload
11044876,Inactive Investor,Bruce Valliant,,"Raymond James Financial Services, Inc. Chestertown MD 110 S Queen St",bruce.valliant@raymondjames.com,,Salesforce
10785511,Inactive Investor,Stephanie Oesch,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,stephanie.oesch@ubs.com,,Salesforce
10802075,Inactive Investor,James Rimmel,Managing Director - Wealth Management,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,james.rimmel@ubs.com,,Salesforce
11059229,Inactive Investor,Andres Alesii,,"TastyTrade, Inc. Chicago IL 1000 W Fulton Market",,,Salesforce
10644682,,John Raftery,,,john.raftery@rbccm.com,,List Import
10958510,Inactive Investor,Michael Wong,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",michael.wong2@ml.com,,Salesforce
11172318,Inactive Investor,Thomas Schalk,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",thomas_schalk@ml.com,,Salesforce
11165524,Inactive Investor,Yolanda Soto,,J.P. Morgan Securities LLC Rochester NY 560 Monroe Ave,yolanda.soto@jpmorgan.com,,Salesforce
334106,,John Evans,Managing Director,"Marietta Investment Partners, Llc",jevans@mariettallc.com,414-289-9080,Manual List Upload
11085094,Inactive Investor,Marc Rosenbach,Founder;Managing Partner;Member,Atlas Legacy Advisors LLC,,,Salesforce
11085116,Inactive Investor,Jeremy Conners,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
238052,, -,,[[Unknown]],backdoctor1989@gmail.com,,
10899918,Inactive Investor,Ryan Dugan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ryan.dugan@fidelity.com,,Salesforce
9570275,,Chris Bonanni,,,cbonanni@nokota.com,,List import
11200007,Inactive Investor,Jimmy Wong,General Partner,Ivory Global Capital Group Fresno CA 1300 E Shaw Ave,,,Salesforce
11206995,Inactive Investor,James Johnston,Managing Director;President;Regulatory Contact,"Wealth Management Associates, Inc.",jjohnston@wealthmanage.net,,Salesforce
11142411,Inactive Investor,Nina Benton,Financial Planner,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",nina.benton@prudential.com,,Salesforce
11018369,Inactive Investor,Jeffrey Olbina,Financial Advisor,PNC Investments Indianapolis IN 6170 N Keystone Ave,,,Salesforce
11012652,Inactive Investor,Martin Ellison,Financial Advisor,Edward Jones Point Pleasant WV 806B Viand St,martin.ellison@edwardjones.com,,Salesforce
11232974,Inactive Investor,Donald Roy,,"World Investments, Inc. Bedford NH 2 Commerce Dr",,,Salesforce
107515,,Nisse Jayakumar,,Ladoozle,georgenisse@gmail.com,(289) 654-0596,
10661663,,Steven Dempsey,,,dempsey@greyrockcapitalgroup.com,,List import
9550074,,Sara Trehan,,,sputcha@lionpoint.com,,List import
11232826,Inactive Investor,Vicki Reighard-Kean,,"Ashton Thomas Securities, LLC",,,Salesforce
11102632,Inactive Investor,John Misle,,"Cambridge Investment Research, Inc. Matthews NC 1212 Mann Dr",,,Salesforce
8002185,,Nick Meadows,,,nickmeadowsred99@chotunai.com,,Web Form Fillout
10963096,Inactive Investor,Thomas Angold,,Fidelity Brokerage Services LLC,,,Salesforce
11213302,Inactive Investor,Scott Mahler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9547751,,Ken Norkus,,,kennorkus@gmail.com,,List import
10844894,Inactive Investor,Terry Garvin,Investment Advisor Representative,"Osaic Wealth, Inc. Tampa FL 5601 Mariner St",,,Salesforce
11072449,Inactive Investor,Ellen Webber,Owner,"Ellen J Webber, CFP",,,Salesforce
11147141,Inactive Investor,Eduardo Palacios Collins,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 7760 W Flagler St",,,Salesforce
10942631,Inactive Investor,Javier Angel,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11117663,Inactive Investor,Jason Dubois,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Colchester VT 905 Roosevelt Hwy",jason.k.dubois@ampf.com,,Salesforce
10947422,Inactive Investor,Jason Atwater,Senior Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",jason.atwater@ampf.com,,Salesforce
10757770,Inactive Investor,Cynthia Low,,"Geneos Wealth Management, Inc. Austin MN Private Residence",,,Salesforce
9571938,,Mika Douglas,,,meeekz@gmail.com,,List import
9616800,,tony bennett,,,tonyb1091@yahoo.com,,List import
10964826,Inactive Investor,Vincenzo Villamena,Founder;Managing Partner;Partner,Expat Financial Solutions,,,Salesforce
321763,,AJAY MANKANI,EXECUTIVE DIRECTOR,FORTES HOLDINGS,a.mankani@fortes.co,9.71507E+11,Manual List Upload
10948120,Inactive Investor,Matthew Miller,Chief Compliance Officer;Managing Partner,Empire Advisors Wealth Management LLC,memiller@empireadvisorswealth.com,,Salesforce
9553399,,Charles Whaley,,,cpwhaley@gmail.com,,List import
374239,,George Kirchner,Client Strategies,NYDIG,george.kirchner@nydig.com,2122571568,Event
10863205,Inactive Investor,Nathan Wong,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
10994643,Inactive Investor,Kevin Fox,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",kevin.fox@equitable.com,,Salesforce
10494333,,David Lehmann,"Analyst, Director, Portfolio Manager, Principal, Vice President",Luther King Capital Management Corporation,txgrapplers@yahoo.com,,List Import
11105784,Inactive Investor,William French,,NYLIFE Securities LLC Bethesda MD 6901 Rockledge Dr,wfrench@eaglestrategies.com,,Salesforce
11062613,Inactive Investor,Alexander Thompson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland ME 4 City Ctr",alexander.thompson@tiaa.org,,Salesforce
10983852,Inactive Investor,Kristian Malcontento,,Cetera Investment Services LLC,,,Salesforce
9584478,,Roshan Loungani,,,roshan.loungani@aretewealth.com,,List import
9630846,,Sam Salsa,,,zeuzjuice@gmail.com,,List import
10964359,Inactive Investor,Steven Grossblatt,Portfolio Manager;Principal;Senior Research Analyst,"Taurus Asset Management, LLC",,,Salesforce
9644221,,Dorothy Ervin,,,dorothy-ervin@sbcglobal.net,,List import
11082091,Inactive Investor,Dalal Salomon,Chief Executive Officer;Chief Financial Officer;Founding Partner,Salomon and Ludwin,dalal@salomonludwin.com,,Salesforce
10935334,Inactive Investor,Amy Drinkard,Client Advisor;Partner,"Steadmont Advisors, LLC",amy@steadmontadvisors.com,,Salesforce
10801118,Inactive Investor,Joe Green,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",joe.green@valic.com,,Salesforce
10894051,Inactive Investor,Birol Sarigul,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",birol.sarigul@schwab.com,,Salesforce
10809199,Inactive Investor,Hope Wood,,"UMB Financial Services, Inc.",,,Salesforce
10806741,Inactive Investor,Alex Vilfordi,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",alex.vilfordi@ampf.com,,Salesforce
11086143,Inactive Investor,Tracy Henderson,,"Allstate Financial Services, LLC Brownsboro AL 6138 Hwy 431 S",tracyhenderson@allstate.com,,Salesforce
10528201,,LI lianshang,,,1845753517@qq.com,,Web Form Fillout
9564156,,Bob Marcinek,,,rmarcinek@essex.financial,,List import
211630,,Christopher McNamara,Partner,Barton LLP,cmcnamara@bartonesq.com,,Content
9572251,,Tanner Branam,,,tanner.branam@valic.com,,List import
10828130,Inactive Investor,Christopher Tuti,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",chris.tuti@wellsfargoadvisors.com,,Salesforce
9585487,,Jeffrey Brown,,,jbrown@shearcap.com,,List import
9571321,,Dennis Stavinoha,,,dennis@dennisstavinoha.com,,List import
10966163,Inactive Investor,Matthew Yeisley,,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,matthew.yeisley@opco.com,,Salesforce
10950963,Inactive Investor,Gregg Seide,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,gseide@primerica.com,,Salesforce
10833047,Inactive Investor,Laura Lear,Financial Advisor,Edward Jones Lakeland FL 140 Fitzgerald Rd,laura.lear@edwardjones.com,,Salesforce
11173147,Inactive Investor,Cynthia Wilson,,"Principal Securities, Inc.",wilson.cindy@principal.com,,Salesforce
11070978,Inactive Investor,Christopher Wisdom,Investment Advisor Representative,"Voya Financial Advisors, Inc. San Francisco CA 1145 Market St",christopher.wisdom@voya.com,,Salesforce
10963622,Inactive Investor,Michelle Basa,Chief Compliance Officer;Human Resources,"Cross Border Wealth, LLC",yvonne.basa@crossborder-wealth.com,,Salesforce
1006178,Inactive Investor,Scott Bell,,Scott Bell,scott@gdpwealth.com,,3rd Party Lead Gen
10846213,Inactive Investor,David Carlson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
6377852,,Bobby Grau,,NA,robertmgrau@gmail.com,7325354829,Web Form Fillout
9584379,,Vinay Kaul,,,vinay.kaul@suntrust.com,,List import
10858795,Inactive Investor,Douglas Eagle,Chief Executive Officer;Owner;President;Principal;Regulatory Contact,Eagle Wealth Management Group Inc.,dreagle@dougeagle.net,,Salesforce
10916620,Inactive Investor,Melissa Engbert,Partner,Commonwealth Financial Network Independence OH 6133 Rockside Rd,mengbert@commonwealth.com,,Salesforce
343747,,Vicki Sorbin,Investor Relations Manager,Azalea Capital,vicki@azaleacapital.com,864-235-0201,Manual List Upload
11133054,Inactive Investor,Caden Kneip,Associate Financial Advisor,"RBC Capital Markets, LLC North Sioux City SD 200 Gold Cir",caden.kneip@rbc.com,,Salesforce
11126757,Inactive Investor,Susan Stamp,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",sue.stamp@firstcitizens.com,,Salesforce
11206739,Inactive Investor,Ryan Sittauer,Financial Advisor,LPL Financial LLC San Francisco CA 48 Gold St,ryan.sittauer@lpl.com,,Salesforce
11178417,Inactive Investor,Dien Pham,,J.P. Morgan Securities LLC Houston TX 10850 Bellaire Blvd,dien.v.pham@jpmorgan.com,,Salesforce
10896526,Inactive Investor,Robert Mustafa,Financial Advisor,LPL Financial LLC Newport Beach CA 5000 Birch St,robert.mustafa@lpl.com,,Salesforce
11069713,Inactive Investor,Phillip Argue,,"Signature Estate Securities, Inc.",,,Salesforce
9555911,,Steven Licari,,,stevej_abn@msn.com,,List import
11121415,Inactive Investor,Ryan Leischner,,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,ryan.a.leischner@jpmorgan.com,,Salesforce
10959711,Inactive Investor,Mark Allen,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,,,Salesforce
10915976,Inactive Investor,Ryan Marsh,Senior Managing Director,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",marsh.ryan@principal.com,,Salesforce
10952134,Inactive Investor,Gloria Thomas,,J.P. Morgan Securities LLC Springfield Gardens NY 23102 Merrick Blvd,gloria.l.thomas@jpmorgan.com,,Salesforce
11039133,Inactive Investor,Randall Transfiguracion,,PFS Investments Inc. Waipahu HI 94-801 Farrington Hwy,randall.transfiguracion@primerica.com,,Salesforce
11167294,Inactive Investor,Scott Wight,,Cetera Advisor Networks LLC Salisbury MD 1203 Pemberton Dr,awights@ceteranetworks.com,,Salesforce
10873345,Inactive Investor,Matthew Griffith,Financial Services Representative;Managing Director,"MML Investors Services, LLC Raleigh NC 150 Fayetteville St",matthewgriffith@financialguide.com,,Salesforce
10912143,Inactive Investor,Karin Owens,,Cetera Advisors LLC Sacramento CA 1817 Maryal Dr,,,Salesforce
9541697,,Vera Krahmal,,,vkrahmal@fordham.edu,,List import
4913234,,joshua haron,,,joshua.haron@gmail.com,,Web form fillout
11109915,Inactive Investor,Charles Martin,,PFS Investments Inc. Milton PA 55 Patton Dr,,,Salesforce
11066246,Inactive Investor,Gregory Schnack,,"The Leaders Group, Inc.",,,Salesforce
9637126,,Daniel Nielsen,,,dnielsen@greatlakesadvisors.com,,List import
10852779,Inactive Investor,Mary Dupuy,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mobile AL 532 Boulevard Park W",elisabeth.dupuy@wfafinet.com,,Salesforce
9600021,,Michael Schelble,,,mschelble@provtrust.com,,List import
11022196,Inactive Investor,Brian Hanley,Financial Advisor,Edward Jones Farmington MI 33505 W 14 Mile Rd,brian.hanley@edwardjones.com,,Salesforce
10853222,Inactive Investor,Bradley Haring,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",bradley.haring@rbc.com,,Salesforce
2318092,,Jami Mohammad,,,jamimohmmad813@gmail.com,,
11038689,Inactive Investor,Thomas Hartman,Financial Advisor,"Pruco Securities, LLC. Naperville IL 1220 Iroquois Ave",tom.hartman@prudential.com,,Salesforce
10996491,Inactive Investor,Walter Eldridge,,"First Command Brokerage Services, Inc. Jacksonville NC 200 Valencia Dr",wkeldridge@firstcommand.com,,Salesforce
10834376,Inactive Investor,Erik Mikkelsen,,Cetera Advisor Networks LLC Torrance CA 25500 Hawthorne Blvd,mikkelsene@ceteranetworks.com,,Salesforce
9639484,,Ahmad Boura,,,aboura@csuchico.edu,,List import
10930583,Inactive Investor,David Pruett,,"Osaic Institutions, Inc. North Haven CT Private Residence",,,Salesforce
11085533,Inactive Investor,Ronald Vaill,,"Raymond James & Associates, Inc. New Haven CT 265 Church St",ronald.vaill@raymondjames.com,,Salesforce
234462,, -,,[[Unknown]],blueearthbtc@yahoo.com,,
345868,,Eric Dillon,"Managing Member, Chief Investment Officer And Chief Executive Officer",Silver Creek Capital Management Llc,eric@silvercreekcapital.com,206-774-6000,Manual List Upload
11055125,Inactive Investor,Chad Elfe,Financial Advisor,Thrivent Investment Management Inc. Green Bay WI 2301 Riverside Dr,chad.elfe@thrivent.com,,Salesforce
11023353,Inactive Investor,Irene Chemayek,,LPL Financial LLC,irene.chemayek@lpl.com,,Salesforce
84396,,David Bronstad,Financial Consultant,Thrivent Investment Management Inc.,david.bronstad@thrivent.com,979-777-0985,
11161685,Inactive Investor,Christopher Freitas,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
11203028,Inactive Investor,Charles Belluardo,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",charles.belluardo@ml.com,,Salesforce
10900021,Inactive Investor,James Morgan,Financial Advisor,Edward Jones Graham WA 10305 196th Street Ct E,jimmy.morgan@edwardjones.com,,Salesforce
10915146,Inactive Investor,Sean Powell,Financial Advisor,Edward Jones Spokane WA 201 W North River Dr,sean.powell@edwardjones.com,,Salesforce
11060655,Inactive Investor,Darrell Malano,,"Osaic Wealth, Inc. Saint Charles IL 210 S 5th St",dmalano@osaicwealth.com,,Salesforce
9607373,,Brian Scotto,,,bscotto@delinvest.com,,List import
10912804,Inactive Investor,Alejandra Pardo,,J.P. Morgan Securities LLC Nogales AZ 420 W Mariposa Rd,alejandra.pardo@jpmorgan.com,,Salesforce
11097674,Inactive Investor,Colleen Arredondo,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,colleen.arredondo@fidelity.com,,Salesforce
10999236,Inactive Investor,Eduardo Duran,,"Empower Financial Services, Inc Fort Wayne IN Private Residence",eduardo.duran@empower.com,,Salesforce
10787118,Inactive Investor,Kimberly Taliaferro,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kimberly.taliaferro@fidelity.com,,Salesforce
230423,, -,,[[Unknown]],hangang.gazua@gmail.com,,
11053598,Inactive Investor,Michael Todd,Chief Compliance Officer;Chief Executive Officer;Managing Member,OnPoint Financial Management LLC Beverly Hills CA 8200 Wilshire Blvd,mike@onpointfinancialmanagement.com,,Salesforce
11143756,Inactive Investor,Kathryn Nicholson,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
235010,, -,,[[Unknown]],bradshawkg@comcast.net,,
10486691,,Lisa Ford,Financial Advisor,Money Concepts Capital Corp,lford@moneyconcepts.com,,List Import
10794920,Inactive Investor,Nancy Short,Client Specialist,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,nshort@rwbaird.com,,Salesforce
10817553,Inactive Investor,Michael Marsh,Financial Advisor,Edward Jones Batavia NY 7 Jackson St,michael.marsh@edwardjones.com,,Salesforce
11043033,Inactive Investor,Cameron Janson,Financial Advisor,Edward Jones Carroll IA 528 N Carroll St,cam.janson@edwardjones.com,,Salesforce
10960090,Inactive Investor,Jeanne Kerney,,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,jkerney@primerica.com,,Salesforce
10895590,Inactive Investor,Scott Jones,,"Osaic Wealth, Inc. Mount Laurel NJ 3000 Atrium Way",,,Salesforce
11067285,Inactive Investor,Bart Martin,,"Osaic Wealth, Inc. Kansas City MO 10133 N Lane Dr",amartin@osaicwealth.com,,Salesforce
248124,,Sylvia Anwar,Head of product sales,BOC Group,sylviaanwar@bocusa.com,,Manual List Upload
11025122,Inactive Investor,Rachel Weigel,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,,,Salesforce
10613505,,Douglas Bruce,"Financial Advisor, Senior Vice President - Wealth Management",,douglas.bruce@ubs.com,,List Import
10980052,Inactive Investor,Donna Kassis,,Santander Securities LLC Bethlehem PA 924 Eaton Ave,,,Salesforce
10879498,Inactive Investor,Melpomeni Rhodes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,amy.rhodes@fmr.com,,Salesforce
10873031,Inactive Investor,Brian Salerno,,"CNR Securities, LLC Lake Mary FL 605 Crescent Executive Ct",brian.salerno@cnr.com,,Salesforce
10604285,,Stephen Hartel,Financial Advisor,Maia Wealth,steve@maiawealth.com,720-604-2932,List Import
334548,,John Linehan,Head of U.S. Equity,T. Rowe Price Singapore Private Ltd,jlinehan@troweprice.com,009-8-,Manual List Upload
10773511,Inactive Investor,Robert Fernandez,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10798844,Inactive Investor,David Richter,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",david.richter@rbc.com,,Salesforce
10905093,Inactive Investor,Patrick Tobin,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",patrick.tobin@rbc.com,,Salesforce
11222866,,Keith Hamberg,,,keith.hamberg@marinerwealthadvisors.com,,List Import
10836025,Inactive Investor,David Kay,First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",david.i.kay@wellsfargoadvisors.com,,Salesforce
11138391,Inactive Investor,Edward Morris,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",ed.morris@wellsfargoadvisors.com,,Salesforce
9598199,,Jose Macouzet,,,macouzet@gbms.com,,List import
10819158,Inactive Investor,Justin Sanderson,Chief Executive Officer;President;Regulatory Contact,"Sanderson Wealth Management, LLC",justin@sandersonllc.com,,Salesforce
10647106,,Jessica Archey,,,jessica.archey@nm.com,,List Import
10865183,Inactive Investor,Nganthu Chen,,"Allstate Financial Services, LLC Rosemead CA 2410 Del Mar Ave",nganthuchen@allstate.com,,Salesforce
11056279,Inactive Investor,Brandi Burrow,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,brandi.burrow@citigroup.com,,Salesforce
10888078,Inactive Investor,Nicole Bissell,,LPL Financial LLC Brookfield WI 675 N Barker Rd,nicole.bissell@lpl.com,,Salesforce
10810230,Inactive Investor,John Corello,Assistant Branch Office Manager;Financial Advisor;First Vice President,Janney Montgomery Scott LLC Allentown PA 1390 Ridgeview Dr,jcorello@jmsonline.com,,Salesforce
11027373,Inactive Investor,William Abraham,,"Farmers Financial Solutions, LLC Novi MI 24120 Meadowbrook Rd",babraham@farmersagent.com,,Salesforce
11034320,Inactive Investor,Wendy Benjamin,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,wendy.benjamin@primerica.com,,Salesforce
10990882,Inactive Investor,Kristen Done,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
10887239,Inactive Investor,Tomislav Mitevski,Chief Compliance Officer;Owner;President,"10th Mountain, LLC",,,Salesforce
9645189,,blah blah,,,mrrandyran1@gmail.com,,List import
221322,,Jevon Perra,,[Unknown],jevonperra@gmail.com,,
10829772,Inactive Investor,Mitchell Miller,Chief Compliance Officer;President,Financial Network Specialists LLC,mitch@fnspecialist.com,,Salesforce
9562649,,Carol Beyett,,,carol.beyett@fidelity.com,,List import
9551228,,Dannelle Ward,,,dw@acrinv.com,,List import
10659668,,Jason Coroneos,,,jason.coroneos@countryfinancial.com,,List Import
11086089,Inactive Investor,Nimanjit Kaur,Registered Client Service Associate,Morgan Stanley Sacramento CA 400 Capitol Mall,nimanjit.kaur@morganstanley.com,,Salesforce
10961205,Inactive Investor,Austin Fender,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",austin.fender@nm.com,,Salesforce
11079972,Inactive Investor,Christopher Killip,,J.P. Morgan Securities LLC New York NY 201 E 79th St,,,Salesforce
64457,,Daniel Smith,Managing Partner,Eagle Strategies LLC,dpsmith@ft.newyorklife.com,318-222-4143,
11016666,Inactive Investor,Maria Zinerco,,"Allstate Financial Services, LLC Lindenhurst NY 773 N Wellwood Ave",mariazinerco@allstate.com,,Salesforce
210377,,Rafael Segala,,[Unknown],rafael.segala45@gmail.com,,product
9598087,,Lawrence Myers,,,myers1231@msn.com,,List import
5358765,,ianthe vassiliadis,,,ianthe@otenet.gr, +306945106380,Web Form Fillout
11015543,Inactive Investor,Samantha John,,"Madison Avenue Securities, LLC West Palm Beach FL 1601 Belvedere Rd",,,Salesforce
11193462,Inactive Investor,Gregory Bowden,Vice President - Investments,"Raymond James & Associates, Inc. Georgetown TX 1104 S Rock St",greg.bowden@raymondjames.com,,Salesforce
9608753,,Michael Johannes,,,mpjohannes97@gmail.com,,List import
11144798,Inactive Investor,William Johnson,Vice President,Morgan Stanley Vero Beach FL 3525 Ocean Dr,,,Salesforce
30095,,Andrew Jacobson,Chief Operating Officer,"Crossmark Global Investments, Inc.",ajacobson@crossmarkglobal.com,(713) 243-6727,Manual List Upload
10937074,Inactive Investor,Steven Fandozzi,,Evercore Group L.L.C.,,,Salesforce
10919614,Inactive Investor,Julienne Leake,,"Raymond James Financial Services, Inc. Garden City NY 100 Quentin Roosevelt Blvd",julie.leake@raymondjames.com,,Salesforce
10990133,Inactive Investor,Michelle Murphy,,"Wells Fargo Clearing Services, LLC Coeur D Alene ID 230 W Ironwood Dr",,,Salesforce
10830595,Inactive Investor,Bruce Himelman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",bruce.himelman@nm.com,,Salesforce
11129373,Inactive Investor,Robert Cooke,Chief Compliance Officer;Managing Member,"RJC Wealth Management, LLC Hilton Head Island SC 50 Sussex Ln",bcooke@rjcwealth.com,,Salesforce
9645656,,Jared Walcott,,,allthevacuums@outlook.com,,List import
11177324,Inactive Investor,Craig Evans,,Cetera Advisors LLC Livingston TX 2123 U S Hwy 190 W,craig.evans@ceteraadvisors.com,,Salesforce
9540957,,Chad AMDS Investments LLC,,AMDS Investments LLC,cklinghoffer@amaiya.com,,List Import
10917654,Inactive Investor,Jason Jackson,Senior Advisor,"Raymond James & Associates, Inc.",jason.jackson@raymondjames.com,,Salesforce
10616711,,Billal Virani,,,billal.virani@ml.com,,List Import
11294256,Inactive Investor,Jeff Emminger,Director of Financial Planning,"Greenway Wealth Advisors, LLC",jeff@greenwaywealth.com,704-981-1228,Salesforce
10790177,Inactive Investor,Michael Johnson,Financial Advisor,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,michael.r.johnson@morganstanley.com,,Salesforce
352961,,Robert Colorina,Director,AIAC Group / MInorities in Restructuring & Alternative Investments,rocolorina@aiac.com,,Event
11069364,Inactive Investor,Kenneth Green,Chief Compliance Officer;Chief Operations Officer;Vice President,First Investment Corporation,ken@firstinvestmentcorp.com,,Salesforce
4961708,,Daniel Beyette,,,danielbeyette@gmail.com,,Web Form Fillout
11059414,Inactive Investor,Maxwell Zwain,Advisor,"FreeGulliver, LLC",mzwain@freegulliver.com,,Salesforce
11152544,Inactive Investor,Srikanth Batchu,,"Brean Capital, LLC Chicago IL 200 W Madison St",,,Salesforce
10763710,Inactive Investor,Anthony Whitbeck,Financial Advisor;Franchise Consultant,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",anthony.t.whitbeck@ampf.com,,Salesforce
10874836,Inactive Investor,Melanie Sanchez,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10799432,Inactive Investor,Mark Haglin,Financial Associate,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,mark.haglin@thrivent.com,,Salesforce
128984,,Dustin Eldridge,,Tolleson Private Wealth Management,deldridge@tollesonwealth.com,,
11141865,Inactive Investor,Steven Eagley,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC California MD 23131 3 Notch Rd",steven.eagley@rbc.com,,Salesforce
9605155,,Timothy Engle,,,timothy.engle@rbc.com,,List import
11117611,Inactive Investor,Brad Weingart,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,brad.weingart@lpl.com,,Salesforce
10805606,Inactive Investor,Kevin Sahli,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",kevin.sahli@stewardpartnersis.com,,Salesforce
10882653,Inactive Investor,James Beining,,The O.N. Equity Sales Company Appleton WI 831 W Northland Ave,,,Salesforce
11134133,Inactive Investor,Bernard Sandler,Financial Advisor,Morgan Stanley Cornelius NC 17505 W Catawba Ave,bernard.sandler@morganstanley.com,,Salesforce
11157544,Inactive Investor,Richard Ferrer,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Lake Mary FL 1064 Greenwood Blvd",joe.ferrer@mutualofomaha.com,,Salesforce
8480838,,Ross Muller,,Skybound Capital,ross@skyboundcapital.com,,List Import
9625327,,rinya mabuchi,,,mabuchi.nqt@gmail.com,,List import
10662091,,James Johnstone,,,tjohnstone@p49equity.com,,List Import
9638348,,Marshall Hendler,,,marshall.hendler@optima.com,,List import
11099871,Inactive Investor,Michael Antonacci,Member,Rialto Wealth Management,,,Salesforce
10488275,,Philip Athey,Financial Advisor,Apeiron,pathey@atlaswa.com,,List Import
11149192,Inactive Investor,Larry Bies,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",larry.bies@nm.com,,Salesforce
9581498,,abdullah muhammad,,,amuhammad19722@yahoo.com,,List import
10818625,Inactive Investor,William Coleman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11046533,Inactive Investor,William Kuharski,,LPL Financial LLC Spokane WA 316 W Boone Ave,william.kuharski@lpl.com,,Salesforce
11036203,Inactive Investor,Stephanie Nanto Watson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",stephanie.nanto@tiaa.org,,Salesforce
11106928,Inactive Investor,Bryon Smith,Wealth Management Advisor,Planned Asset Management,bryon@earn4u.com,,Salesforce
10945084,Inactive Investor,Josiah Clymer,Financial Advisor Associate,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,,,Salesforce
11135463,Inactive Investor,Kirk Dunham,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",kirk.dunham@raymondjames.com,,Salesforce
11187049,Inactive Investor,Robert Dechick,,"D.H. Hill Securities, LLLP Clermont FL 1635 E Hwy 50",,,Salesforce
10927561,Inactive Investor,Scott Thistle,,MWA Financial Services Inc. Raleigh NC 1611 Jones Franklin Rd,scott.thistle@modern-woodmen.org,,Salesforce
10847950,Inactive Investor,Richard Homan,Chief Compliance Officer;Founder;Managing Member;President,"Homan Wealth Advisors, LLC",rhoman@homanwealthadvisors.com,,Salesforce
11234749,Inactive Investor,Christopher Archer,Director - Advisory Services,Hamilton Capital,chris.archer@hamiltoncapital.com,,Salesforce
10804331,Inactive Investor,Kimberly Landry,,"Benjamin F. Edwards & Company, Inc.",kim.landry@benjaminfedwards.com,,Salesforce
9628669,,BERNARDO GUARDERAS,,,bernardoguarderas@gmail.com,,List import
10921059,Inactive Investor,Timothy Wakefield,Financial Advisor,"Ameriprise Financial Services, LLC Florence AL 210 S Pine St",timothy.wakefield@ampf.com,,Salesforce
10989737,Inactive Investor,Jarumon Sangsipet,Client Relationship Specialist,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",,,Salesforce
11206061,Inactive Investor,Kenneth Dicicco,Financial Planner,LPL Financial LLC Marlton NJ 525 Rte 73 N,kenneth.dicicco@lpl.com,,Salesforce
374553,,Griffin Flinn,,"Kestra Advisory Services, LLC",griffin.flinn@alphawealthadvisors.com,804-346-2615,Salesforce
11220770,,Frank Marinaro,,,frank.marinaro@creativeplanning.com,,Other
11015811,Inactive Investor,Thomas Pomrink,,"Brean Capital, LLC Darien CT 3 Thorndal Cir",,,Salesforce
10788109,Inactive Investor,Michael Vickery,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",michael.c.vickery@truist.com,,Salesforce
10858707,Inactive Investor,Elizabeth Ottersberg,Private Client Manager,Process Design Capital Management LLC,elizabeth@processdesigncapital.com,,Salesforce
11210486,Inactive Investor,Shane Bright,Financial Planning Specialist,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",shane.bright@ampf.com,,Salesforce
9609277,,Boaz Kolenrbenr,,,boaz@midas-mining.eu,,List import
10933755,Inactive Investor,Elliott Coleman,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Columbus GA 5900 River Rd",,,Salesforce
6939387,,Daniel Herrmann,,,dh@daniel-herrmann.io,,Web form fillout
11207667,Inactive Investor,William Tevis,Chief Compliance Officer;President,"Tevis Investment Management, LLC",ryan@tevisinvest.com,,Salesforce
11194459,Inactive Investor,Rebecca Hovater,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11017414,Inactive Investor,Lauren McBeth,Operations Assistant,LPL Financial LLC Spokane WA 835 N Post St,lauren.mcbeth@lpl.com,,Salesforce
10899238,Inactive Investor,Sean Burr,,"J.W. Cole Financial, Inc. Westlake Village CA 2659 Townsgate Rd",,,Salesforce
179741,,Jorge Gonzalez,,[Unknown],telecomjorgeandres@gmail.com,,Paid Social
11009401,Inactive Investor,John Webb,,LPL Financial LLC Baton Rouge LA 6700 Jefferson Hwy,john.webb@ampf.com,,Salesforce
10886928,Inactive Investor,Gisele Harrison,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11212189,Inactive Investor,Richard Hubbard,Financial Advisor,LPL Financial LLC Sterling IL 3307 E Lincolnway,richard.p.hubbard@lpl.com,,Salesforce
11211217,Inactive Investor,Brenda Feacher,Compliance Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",brenda.feacher@wellsfargoadvisors.com,,Salesforce
11236853,Inactive Investor,Kegan Johnson,Advisor,"Palo Alto Wealth Advisors, LLC",kegan@paloaltowealth.com,,Salesforce
10917129,Inactive Investor,William Barber,,State Farm VP Management Corp. Lexington KY 2240 Executive Dr,,,Salesforce
10910846,Inactive Investor,Matthew Barr,Regional Leader,PFS Investments Inc. Milford CT 185 Plains Rd,matthew.barr@primerica.com,,Salesforce
9602312,,Doug Passmore,,,dpasdmore@mackmcclain.com,,List import
10926272,Inactive Investor,Christian Anton,Chief Compliance Officer;President,Guernica Capital,chris.anton@guernicacapital.com,,Salesforce
11115037,Inactive Investor,Vincent Costello,,PFS Investments Inc. Pompano Beach FL 1000 W McNab Rd,vincent.costello@primerica.com,,Salesforce
9609414,,Muhamad Naim,,,mnaimabdaziz@gmail.com,,List import
9633998,,Ian Lee,,,ian@signum.capital,,List import
9580797,,Vincenzo Iannucci,,,viannucci@signatureny.com,,List import
11031688,Inactive Investor,Manuel Garcia,Financial Advisor,Edward Jones Grandville MI 3107 Prairie St SW,andy.a.garcia@edwardjones.com,,Salesforce
10656296,,Timothy Olmstead,,,tolmstead@firstheartland.com,,List Import
10785211,Inactive Investor,Aaron Chow,Financial Consultant,"The Pacific Financial Group, Inc.",jakec@tpfg.com,,Salesforce
10936033,Inactive Investor,James Haney,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beaverton OR 2855 SW Cedar Hills Blvd",,,Salesforce
11054044,Inactive Investor,Richard Landis,,PFG Advisors Gilbert AZ 657 N Gilbert Rd,,,Salesforce
10833182,Inactive Investor,Haley Hobbs,Premier Banker,"Wells Fargo Clearing Services, LLC Lakewood WA 10225 Gravelly Lake Dr SW",haley.hobbs@wellsfargoadvisors.com,,Salesforce
10898463,Inactive Investor,Nicholas Almasov,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,nicholas.almasov@fmr.com,,Salesforce
40607,,Matthew Liffick,,"MML Investors Services, LLC",mliffick@financialguide.com,317-469-9999,
9571213,,Nik Gogos,,,ngfortwayne@gmail.com,,List import
11016922,Inactive Investor,Karen Scotti,,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,karen.scotti@jpmorgan.com,,Salesforce
10873446,Inactive Investor,Patrick Chan,,B. Riley Wealth Management Los Angeles CA 11100 Santa Monica Blvd,,,Salesforce
9628163,,Megan Fontem,,,megan.fontem@homesteadfunds.com,,List import
9550538,,Michael Mitchell,,,mike@valuesfirstadvisors.com,,List import
10853218,Inactive Investor,Benjamin Irick,,LPL Financial LLC Staunton VA 105 Community Way,benjamin.irick@lpl.com,,Salesforce
9610229,,Mahmoud Abdulkadir,,,mabello1986@gmail.com,,List import
11116223,Inactive Investor,Victor Santiago,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9630820,,Joseph Kennedy,,,joskennedy@verizon.net,,List import
11219781,,Sajay Cherian,,,scherian@troweprice.com,,Other
11207174,Inactive Investor,Jill Neace,Member;Tax Principal,C & J Wealth Advisors Oak Ridge TN 575 Oak Ridge Tpke,,,Salesforce
9617409,,Jason Pukalo,,,jaspukalo@gmail.com,,List import
11020817,Inactive Investor,Charles Parrish,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
11060417,Inactive Investor,Philip Pfaff,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11081349,Inactive Investor,Raymond Auman,,"Cadaret, Grant & Co., Inc. Hornell NY 1 Broadway Mall",,,Salesforce
10837810,Inactive Investor,Douglas Dougherty,Financial Advisor,"World Investments, Inc. Perkiomenville PA 1118 Snyder Rd",douglasdougherty@tfsrep.com,,Salesforce
11005147,Inactive Investor,Anthony Silvio,,J.P. Morgan Securities LLC Peabody MA 210 Andover St,anthony.silvio@chase.com,,Salesforce
11168003,Inactive Investor,Jess Bunner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,jessica.bunner@fmr.com,,Salesforce
11026622,Inactive Investor,Mehgan Burger,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
10874915,Inactive Investor,Li Pan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Basking Ridge NJ 125 S Finley Ave",lpan2@ml.com,,Salesforce
11079255,Inactive Investor,Amy Sorge,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Edison NJ Private Residence",amy.l.sorge@ml.com,,Salesforce
9576786,,Oliver Kim,,,okim@royalaa.com,,List import
9624851,,Andre Marks II,,,goghstfx@gmail.com,,List import
190627,,Charles Schaefer,,FSC Securities Corporation,cschaefer@fscadvisor.com,651-209-6176,
10506106,,David Mattern,Principal,Mattern Wealth Management,david.mattern@matternwealth.com,785-842-7680,List import
11198273,Inactive Investor,Joseph Barkat,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",,,Salesforce
11004352,Inactive Investor,Brylee Roebuck,Associate Representative;Financial Advisor,Thrivent Investment Management Inc. Fort Worth TX 6300 Ridglea Pl,,,Salesforce
9637979,,Ken Larson,,,kenneth.larson@wheaton.edu,,List import
352418,,Kevin Vance,Senior Associate,"Monomoy Capital Management, L.p.",kvance@mcpfunds.com,212-225-9370,Manual List Upload
10892995,Inactive Investor,Vernasia Prescott,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
10766641,Inactive Investor,Salvatore Maniscalco,,Commonwealth Financial Network Lexington MA 74 Bedford St,smaniscalco@commonwealth.com,,Salesforce
11151534,Inactive Investor,Daniel Helton,,Fidelity Brokerage Services LLC,daniel.helton@fmr.com,,Salesforce
10906809,Inactive Investor,Natalie Webb,,B. C. Ziegler and Company,ncurreri@ziegler.com,,Salesforce
11192792,Inactive Investor,Steven Schwendy,Financial Planner,"Concourse Financial Group Securities, Inc. Souderton PA 17 Penn Ave",steven.schwendy@concoursefinancial.com,,Salesforce
11206797,Inactive Investor,Kelly Ausburn,,LPL Financial LLC Gig Harbor WA 9109 N Harborview Dr,kelly.ausburn@lpl.com,,Salesforce
11130756,Inactive Investor,Brett Erickson,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10533767,,sean toner,,,curve.devout0y@icloud.com,,Web Form Fillout
11012611,Inactive Investor,John Hoskin,Research Associate,Fisher Investments,,,Salesforce
10753109,Inactive Investor,John Taylor,,"Avantax Investment Services, Inc. Parsippany NJ 1711 US Hwy 46",,,Salesforce
11012503,Inactive Investor,Benjamin Fox,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",benjamin.fox@prudential.com,,Salesforce
1001735,Inactive Investor,Annette Franqui,Founding Partners & Partner,Forrestal Capital,afranqui@forrestalcapital.com, +1 305 961 2848,
10860158,Inactive Investor,Raymond Glinka,Paraplanner,"Ameriprise Financial Services, LLC Westlake OH 1991 Crocker Rd",,,Salesforce
11178748,Inactive Investor,Gregg Shallan,Financial Advisor;Managing Director,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4225 Executive Sq",gregg.shallan@wellsfargoadvisors.com,,Salesforce
10812401,Inactive Investor,Stephen Oliver,,Cetera Advisors LLC New York NY 1460 Broadway,,,Salesforce
9415708,,Ken Martin J Gross Profit Sharing Plan,,Martin J Gross Profit Sharing Plan,kmc@sandalwoodsecurities.com,,Manual List Upload
10914222,Inactive Investor,Sung Park,,"Equitable Advisors, LLC Irvine CA 2050 Main St",,,Salesforce
10886285,Inactive Investor,Michael Jerkatis,Financial Advisor,LPL Financial LLC Peotone IL 200 W Corning Ave,michael.jerkatis@lpl.com,,Salesforce
10920747,Inactive Investor,Dewayne Ellis,Chief Compliance Officer;Founder;Managing Director;President,The Wealth Syndicate LLC,dewayne@thewealthsyndicate.com,,Salesforce
9574310,,William Crowder,,,joes5493@gmail.com,,List import
9576812,,Emmanel Essien,,,imohgideon92@gmail.com,,List import
11067168,Inactive Investor,Susan Hume,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,susan.hume@ubs.com,,Salesforce
10949770,Inactive Investor,Joshua Miller,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,joshua.miller@primerica.com,,Salesforce
159098,,Lies Dabouz,,[Unknown],lies.dabouz@gmail.com,,
9605299,,Gerard O'Reilly,,,gerard_oreilly@vanguard.com,,List import
10851149,Inactive Investor,Jessica Hill,Wealth Planning Associate,Janney Montgomery Scott LLC Florence SC 1831 W Evans St,jhill@janney.com,,Salesforce
9588640,,Michael WALL,,,mwall90275@hotmail.com,,List import
11070557,Inactive Investor,Eric Lubin,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,eric.lubin@jpmorgan.com,,Salesforce
9646008,,Larry Joffe,,,larry.joffe@nbpcd.com,,List import
44723,,Nermin Ferhadbegovic,"Financial Advisor, Senior Managing Associate","MML Investors Services, LLC",nferhadbegovic@massmutual.com,610-798-2557,
231486,, -,,[[Unknown]],irma.rodriguez53@yahoo.com,,Direct
1002070,Inactive Investor,Kevin Sedwick,"Senior Managing Director & Portfolio Manager, Investment Strategy",CH Investment Partners,ksedwick@crowholdings.com,(214) 661-8000,
10928651,Inactive Investor,Zachary Wielgoszinski,,Commonwealth Financial Network Cumberland Foreside ME 275 US Rte 1,zwielgoszinski@commonwealth.com,,Salesforce
9580403,,Brent Oshiro,,,boshiro.me@gmail.com,,List import
10899253,Inactive Investor,Peter Cuddy,Financial Advisor,"Citizens Securities, Inc. Hudson MA 1 Cabot Rd",peter.n.cuddy@citizenssecurities.com,,Salesforce
9603338,,Jack Patrick,,,jack.patrick01@icloud.com,,List import
11051689,Inactive Investor,Henry Cooley,Financial Planner,"Northeast Planning Associates, Inc.",hcooley@northeastplanning.com,,Salesforce
10942499,Inactive Investor,Howard Badger,,Cetera Advisor Networks LLC Elwood IN Private Residence,hlbadger@ceterawealth.com,,Salesforce
9626118,,Djamshid. Belongs to my power is Glasses Naha,,,jam2121jam@ivloud.com,,List import
10968697,Inactive Investor,Matthew Stanhope,,Robert W. Baird & Co. Incorporated Charleston SC 25 Calhoun St,mstanhope@rwbaird.com,,Salesforce
10594793,,James Duffield,,,duffiejp@ddg64.navy.mil,,Web Form Fillout
10788757,Inactive Investor,Ashley Stewart,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,ashley.champagne@fidelity.com,,Salesforce
10606810,,Mark Steffen,"Director - Operations, Portfolio Manager","Clinton Investment Management, LLC",msteffen@clintoninvestment.com,203-276-6246,
9589626,,Dustin Lough,,,d_lough@msn.com,,List import
11007463,Inactive Investor,Kevin Adam,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 4705 S Apopka Vineland Rd",kevin.adam@ml.com,,Salesforce
6472134,,Darren Doyle,,,darrenbdoyle@hotmail.com,,Web Form Fillout
10753380,Inactive Investor,Christi Banko,,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,cbanko@janney.com,,Salesforce
11041449,Inactive Investor,Gary Kreps,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",gary.kreps@ml.com,,Salesforce
10996900,Inactive Investor,Brady Brunsvold,Financial Advisor,LPL Financial LLC Bismarck ND 120 N 3rd St,brady.brunsvold@lpl.com,,Salesforce
10880103,Inactive Investor,Daniel Kaufman,,J.P. Morgan Securities LLC Lancaster OH 123 S Broad St,daniel.kaufman@jpmorgan.com,,Salesforce
11048095,Inactive Investor,Stephan Elliott,,NYLIFE Securities LLC South Ryegate VT Private Residence,saelliott@ft.newyorklife.com,,Salesforce
11043003,Inactive Investor,Steve Visnovske,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 500 Campus Dr",stephen.visnovske@bofa.com,,Salesforce
11050648,Inactive Investor,Brita Houtz,,Cetera Investment Services LLC Milan TN 2052 S Main St,,,Salesforce
11020597,Inactive Investor,Yuan Hong Zhou,,J.P. Morgan Securities LLC Scarsdale NY 8 East Pkwy,yuan-hong.zhou@jpmorgan.com,,Salesforce
10578475,,Richard Dang,,,poaude@any.pink,,Web Form Fillout
10824743,Inactive Investor,Joseph Carver,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",joseph.b.carver@ml.com,,Salesforce
11209478,Inactive Investor,Mark Cade,Branch Manager;Chief Compliance Officer;Owner;President,"Cade Group, Inc.",mark@truewealthstewards.com,,Salesforce
10805734,Inactive Investor,Matthew Harger,President,"Harger and Company, Inc.",bharger@hargerandcompany.com,,Salesforce
11222494,,Rohan Munsif,,,rmunsif@firstrepublic.com,,List Import
10926005,Inactive Investor,Alexander Kastor,Chief Compliance Officer;Chief Investment Officer,"Green Tuatara Asset Management, LLC",,,Salesforce
10781099,Inactive Investor,John Sandstrom,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,john.sandstrom@fidelity.com,,Salesforce
10900411,Inactive Investor,Robert Baker,Private Client Advisor,J.P. Morgan Securities LLC Cincinnati OH 12181 Lebanon Rd,robert.baker@jpmorgan.com,,Salesforce
10842476,Inactive Investor,Christian Buzzanca,,Cetera Advisor Networks LLC Port Jefferson NY 1000 Main St,,,Salesforce
9643275,,aa asa,,,asakla@gmail.com,,List import
10770990,Inactive Investor,Marcy McTernan,Senior Registered Associate,D.A. Davidson & Co. Ventura CA 60 S California St,mmcternan@dadco.com,,Salesforce
10883593,Inactive Investor,Kristin Bland,,Fidelity Brokerage Services LLC,,,Salesforce
217423,,Chris Iacovella,,[Unknown],ciacovella@americansecurities.org,,
11026979,Inactive Investor,Matthew Becker,,Thrivent Investment Management Inc. Fond Du Lac WI 443 N Pioneer Rd,matthew.becker@thrivent.com,,Salesforce
10658888,,David Ray,,,david.ray@ceterainvestors.com,,List Import
10912262,Inactive Investor,Jeffrey Rabon,,"Ameriprise Financial Services, LLC Monroe MI 311 N Monroe St",,,Salesforce
195780,,Clark Chamberlain III,,[Unknown],cham101484@gmail.com,,source
9621676,,Grant -,,,grantjyost@gmail.com,,List import
9643272,,Haiying Wang,,,haiying@gmail.com,,List import
11050681,Inactive Investor,Michael Havlik,,"MML Investors Services, LLC Elkridge MD 8178 Lark Brown Rd",mhavlik@financialguide.com,,Salesforce
10799913,Inactive Investor,Darin Byrne,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",darin.byrne@ml.com,,Salesforce
352959,,Karim Barrada,Founder and CEO,AD ASTRA ASSOCIATES LLC,karim@adastraorbis.com,,Event
603,,,,,bobharris@250ok-mail.net,,
11151428,Inactive Investor,Lawrence Pignataro,,"Osaic Wealth, Inc. Depew NY 5949 Transit Rd",,,Salesforce
10958490,Inactive Investor,Sergio Arango Merino,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
3646927,,Surisaddai Moreno,,,surymp@gmail.com,,Web Form Fillout
10764197,Inactive Investor,Anthony Waddell,,"Raymond James Financial Services, Inc. Vienna VA 1953 Gallows Rd",anthony.waddell@raymondjames.com,,Salesforce
11052293,Inactive Investor,Kathy Costner,Financial Advisor,"Principal Securities, Inc. Pittsburg TX Private Residence",costner.kathy@principal.com,,Salesforce
350073,,Thomas Dunn,Financial Professional,"Voya Financial Advisors, Inc.",thomas.dunn@voyafa.com,605-334-0004,
11067779,Inactive Investor,Allison Engel,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,allison.engel@fidelity.com,,Salesforce
11124281,Inactive Investor,Nicholas Aliano,,NYLIFE Securities LLC Ankeny IA 1615 SW Main St,npaliano@ft.newyorklife.com,,Salesforce
9552215,,Ted Lanpher,,,twlanpher@gmail.com,,List import
11183414,Inactive Investor,Joel Maeda,Relationship Manager - Premier Banking,"Wells Fargo Clearing Services, LLC Springfield VA 7030 Old Keene Mill Rd",joel.maeda@wellsfargoadvisors.com,,Salesforce
341518,,Darrick Bradley,Member,"Garrison Asset Management, Llc",dbradley@garrisonfinancial.com,479-587-1045,Manual List Upload
11110256,Inactive Investor,Lawrence Tunnell,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",lawrence.tunnell@schwab.com,,Salesforce
10771231,Inactive Investor,Ronald Benoit,,"Voya Financial Advisors, Inc.",ron.benoit@voya.com,,Salesforce
10942569,Inactive Investor,Neil Gallagher,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",neil.gallagher@wfadvisors.com,,Salesforce
10830534,Inactive Investor,Sumeet Rai,Managing Director,Sanders Morris LLC,sumeet.rai@smhgroup.com,,Salesforce
10765768,Inactive Investor,Ann Murray,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",ann.murray@ml.com,,Salesforce
11160814,Inactive Investor,Declan Horan,Wealth Management Associate,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
11153444,Inactive Investor,Craig Baum,,"Cambridge Investment Research, Inc. McKeesport PA 314 Long Run Rd",craig.baum@cambridgesecure.com,,Salesforce
9540514,,David Windish,,Newtyn TE Partners,dwindish@newtyn.com,973-557-5037,Content
11029279,Inactive Investor,Avis Hill,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",avis.hill@equitable.com,,Salesforce
9584681,,Carole Laible,,,claible@domini.com,,List import
11174946,Inactive Investor,Russell Cooper,Corporate Retirement Director;Director - Alternative Investments;Family Wealth Director;Financial Advisor;Senior Institutional C,Morgan Stanley Dallas TX 8383 Preston Center Plz,russell.cooper@morganstanley.com,,Salesforce
10885858,Inactive Investor,Jesse Plata,,J.P. Morgan Securities LLC Keller TX 4420 Golden Triangle Blvd,jesse.a.plata@jpmorgan.com,,Salesforce
10781279,Inactive Investor,Mark Nussbaum,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",mark.nussbaum@wellsfargoadvisors.com,,Salesforce
10858316,Inactive Investor,Larry Cannaday,Financial Consultant,LPL Financial LLC Mount Pleasant TX 2001 W Ferguson Rd,larry.cannaday@lpl.com,,Salesforce
10980708,Inactive Investor,Juan Dager Vancampenhoud,Chief Compliance Officer;Principal,TitanRex,,,Salesforce
10995282,Inactive Investor,Maria Vizcarra,,"Wells Fargo Clearing Services, LLC Stockton CA 4255 E Morada Ln",,,Salesforce
338716,,David Ashby,Managing Director,Stockman Bank,dashby@stockmanbank.com,,Database Upload
11144675,Inactive Investor,Charles Faires,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",randy.faires@truist.com,,Salesforce
10947027,Inactive Investor,Bradley Goldbach,Vice President,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,bradley.goldbach@primerica.com,,Salesforce
1002683,Inactive Investor,Casey Talbot,,Secondary Investor Emails,casey.talbot@ubs.com,212-713-8926,Web Form
9603535,,Marcia Seligman,,,marciaseligman@gmail.com,,List import
9593511,,Scott Shugrue,,,scott.shugrue@gmail.com,,List import
10770590,Inactive Investor,Christopher Cripe,Financial Advisor,Edward Jones Kokomo IN 124 N Dixon Rd,chris.cripe@edwardjones.com,,Salesforce
338840,,Kathy Bolton,Loan Servicing Assistant,"Seminole Advisory Services, Llc",kbolton@seminolefinancialservices.com,727-331-8444,Manual List Upload
9613794,,Jason Raziano,,,jason.raziano@gmail.com,,List import
10807716,Inactive Investor,David Soltys,,Cetera Advisor Networks LLC Worcester MA 38 Austin St,soltysd@ceteranetworks.com,,Salesforce
217771,,??????? ?????????,,Ð?Ð»ÐµÐºÑ?ÐµÐ¹ Ð”ÐµÐ¼ÐµÐ½Ñ‚ÑŒÐµÐ²,dementev_av@icloud.com,,
10874655,Inactive Investor,Anna Shea,,"Raymond James Financial Services, Inc. Langley WA 221 2nd St",anna.shea@raymondjames.com,,Salesforce
11085925,Inactive Investor,Richard Ness,,Cetera Advisor Networks LLC Duluth GA 3659 Hermitage Dr,,,Salesforce
371916,,cdjones2013@live.com Jones,,[Unknown],cdjones2013@live.com,,Salesforce
10840676,Inactive Investor,Devorah Finkelstein,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
11193455,Inactive Investor,Anne Gotingco,Client Service Associate,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",anne.gotingco@raymondjames.com,,Salesforce
10805990,Inactive Investor,Deann Thompson,Financial Advisor,Edward Jones Huxley IA 108 S Hwy 69,deann.thompson@edwardjones.com,,Salesforce
10938785,Inactive Investor,Daniel Lebovitch,Practice Business Manager,"Raymond James & Associates, Inc. New York NY 320 Park Ave",daniel.lebovitch@raymondjames.com,,Salesforce
11070240,Inactive Investor,Simon Pockrus,Financial Advisor,"Cornerstone Wealth Management, LLC Springdale AR 4700 S Thompson St",,,Salesforce
10885748,Inactive Investor,Rebecca Tidmore,,Cetera Advisors LLC Muskogee OK 2019 N Main St,,,Salesforce
11107383,Inactive Investor,Alan Silverman,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Newburyport MA 14 Inn St",,,Salesforce
10795098,Inactive Investor,Richard Allridge,Corporate Secretary;Founder;President;Treasurer,"Allridge Wealth Management, Inc Oakton VA 3119 Trenholm Dr",,,Salesforce
11083110,Inactive Investor,David Gershoni,,Aegis Capital Corp. Westport CT 156 Kings Hwy N,dgershoni@aegiscap.com,,Salesforce
349167,,Cheryl Grandfield,Member,"Grandfield & Dodd, Llc",cheryl@grandfield-dodd.com,212-477-9626,Manual List Upload
233345,,PhilipWilburn -,,PhilipWilburn [[Unknown]],dragonbreath38@aol.com,,Direct
10923933,Inactive Investor,Melissa Dincher,Financial Advisor Associate,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,melissa.dincher@ubs.com,,Salesforce
11089565,Inactive Investor,Gregory Hunko,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,,,Salesforce
10765042,Inactive Investor,Ajay Masand,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,ajay.masand@morganstanley.com,,Salesforce
9549440,,Alexander Lambert,,,alambert@govlane.com,,List import
11184908,Inactive Investor,Steve Giles,,"Avantax Investment Services, Inc. Joplin MO 2727 E 32nd St",,,Salesforce
10863958,Inactive Investor,Eric Peyton,Investment Advisor,Tradition Wealth Management LLC,eric.peyton@traditionwealth.com,,Salesforce
9612927,,Devin Vrabel,,,dvrabel@wppartners.com,,List import
11052794,Inactive Investor,Shawn Kennedy,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
10853963,Inactive Investor,Skye Gibson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",skye.gibson@ml.com,,Salesforce
10849271,Inactive Investor,Gene Hitchcock,,"IFP Securities, LLC Trussville AL 150 Main St",gene.hitchcock@ifpartners.com,,Salesforce
10877244,Inactive Investor,Julian Miller,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,,,Salesforce
10644023,,Christie Tarsitano,,,christie.dibenedetto@lpl.com,,List Import
11108148,Inactive Investor,Greg Flynn,,J.P. Morgan Securities LLC Zionsville IN 1414 W Oak St,greg.flynn@jpmorgan.com,,Salesforce
10926060,Inactive Investor,Dylan Hallard,,Jefferies LLC,dhallard@jefferies.com,,Salesforce
10911994,Inactive Investor,Christina Minneci,,LPL Financial LLC,christina.minneci@lpl.com,,Salesforce
11061874,Inactive Investor,Anthony Hladek,,"Trustmont Financial Group, Inc.",,,Salesforce
11105663,Inactive Investor,Christopher Cox,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",chris.cox@nm.com,,Salesforce
10916978,Inactive Investor,Emilie Cranmer,,"Northwestern Mutual Investment Services, LLC",emilie.cranmer@nm.com,,Salesforce
10967522,Inactive Investor,Madison Brunis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11108384,Inactive Investor,Janet Fusco,,"DriveWealth, LLC",jfusco@drivewealth.com,,Salesforce
368048,,W H,Other,,wmhesllc@twc.com,,Webinar
11140550,Inactive Investor,Scott Swanson,Vice President - Financial Planning,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",scott.swanson@raymondjames.com,,Salesforce
11020255,Inactive Investor,Eric Deems,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,,,Salesforce
10487533,,Kevin Rooker,"Financial Advisor, Portfolio Manager, Vice President - Wealth Management",Morgan Stanley,kevin.rooker@morganstanley.com,,List Import
11218834,,Carolyn Finer,,,carolyn.finer@cnb.com,,Other
10886003,Inactive Investor,Connor Speiser,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,connor.speiser@fidelity.com,,Salesforce
11218636,,Jennifer Larose,,,jlarose@trueplanadvisors.com,,Other
338284,,Peter Dellagrotte,Member,"Wealth Management Advisers, Llc",peter@wmadvisersllc.com,860-614-0456,Manual List Upload
11026816,Inactive Investor,Cameron Village,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9602903,,sally hughes,,,sallyhughes000@gmail.com,,List import
11193696,Inactive Investor,Megan Patterson,,Edward Jones Charleston SC 244 Calhoun St,,,Salesforce
11141219,Inactive Investor,Kenneth Katzen,Chief Investment Officer;Founder;President,"Post Oak Investment Management, Inc",,,Salesforce
11050586,Inactive Investor,Cody Valentine,,The Huntington Investment Company Perrysburg OH 1001 Sandusky St,cody.valentine@huntington.com,,Salesforce
11086316,Inactive Investor,Nicole White,Financial Advisor,Edward Jones Vista CA 236 E Broadway,nicole.white@edwardjones.com,,Salesforce
11090874,Inactive Investor,Jillian Stack,Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jillian.stack@ml.com,,Salesforce
10915052,Inactive Investor,Michael Cortes,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,michael.cortes@ceterainvestors.com,,Salesforce
10914556,Inactive Investor,Nicole Wright,,"Raymond James & Associates, Inc. Washington DC 801 17th St NW",nicole.wright@raymondjames.com,,Salesforce
11192240,Inactive Investor,Erika Berkenhoff,Chief Compliance Officer;Portfolio Manager,Harbour Investment Management L.L.C.,erika@harbourinvest.com,,Salesforce
10807831,Inactive Investor,Ivanhoe Ffriend,,Cetera Advisor Networks LLC New York NY 55 Broadway,,,Salesforce
11221949,,Tracy Labonte,,,tracy.labonte@cigna.com,,List Import
11208095,Inactive Investor,Davi-Ann Carey,,"Allstate Financial Services, LLC Hallandale FL 402 E Hallandale Beach Blvd",davi-anncarey@allstate.com,,Salesforce
11130729,Inactive Investor,Martin D'Amico,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,martin.d-amico@lpl.com,,Salesforce
10963043,Inactive Investor,Michael Margolis,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",michael.margolis@tiaa.org,,Salesforce
346794,,Assunta Mclane,Wealth Management Advisor,"Summit Place Financial Advisors, Llc",assunta.mclane@summitplacefinancial.com,908-517-5880,Manual List Upload
11040512,Inactive Investor,Elisa McLawhorn,,"First Heartland Capital, Inc. Greenville NC 127 Oakmont Dr",emclawhorn@firstheartland.com,,Salesforce
10895914,Inactive Investor,Megan Walker,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10790487,Inactive Investor,Richard Schmock,Managing Director;Private Wealth Advisor;Sports and Entertainment Director,Rockefeller Financial LLC College Grove TN Private Residence,rschmock@rockco.com,,Salesforce
11092642,Inactive Investor,Matthew Monaco,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",matthew.monaco@equitable.com,,Salesforce
10795868,Inactive Investor,Rhea Aronhalt,Financial Advisor;Financial Consultant,"Benjamin F. Edwards & Company, Inc. Rome GA 1605 Martha Berry Blvd NW",rhea.aronhalt@benjaminfedwards.com,,Salesforce
36251,,Selina Witt,,"MML Investors Services, LLC",switt@massmutual.com,541-382-0900,
9631576,,Eitan Cohen,,,eitan.c.co@gmail.com,,List import
11112821,Inactive Investor,Tari Broderick,Financial Advisor,Edward Jones Billings MT 15 Avanta Way,tari.broderick@edwardjones.com,,Salesforce
218159,,Alan Smith,,[Unknown],alan@capital.co.uk,,Direct
3683653,,[Unknown],,,cwtd24@yahoo.com,,Web Form Fillout
10976104,Inactive Investor,Mason Wyatt,,LPL Financial LLC Mansfield TX 990 N Walnut Creek Dr,mason.wyatt@lpl.com,,Salesforce
10836097,Inactive Investor,Chase Alcorn,Client Relationship Associate,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,calcorn@janney.com,,Salesforce
11042598,Inactive Investor,Katherine Valek,,"Allstate Financial Services, LLC Chicago IL 3105 W 111th St",katherinevalek@allstate.com,,Salesforce
10935409,Inactive Investor,Andrew Schaetzke,Investment Committee;Senior Advisor,SJS Investment Services,aschaetzke@sjsinvest.com,,Salesforce
10971674,Inactive Investor,Grecia Castillo-Alvarez,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",grecia.alvarez@nm.com,,Salesforce
9562381,,MARCO JULIEN YUN TARCHOUNE,,,marco.tx97@hotmail.com,,List import
10932950,Inactive Investor,Gregory Bowar,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
10951793,Inactive Investor,David Redlinger,,"Allstate Financial Services, LLC Valparaiso IN Private Residence",dredlinger@allstate.com,,Salesforce
9581133,,Dimitry Kirsanov,,,dimitry.kirsanov@gmail.com,,List import
10820755,Inactive Investor,Jia Ling Chen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 88 Bowery",,,Salesforce
9557074,,Osayomore Isaac,,,isaacubebe@gmail.com,,List import
11136809,Inactive Investor,Todd Loyal,Financial Advisor,"United Brokerage Services, Inc Uniontown PA 81 W Main St",tloyal@united-brokerage.com,,Salesforce
10926965,Inactive Investor,Francesca Marini Fichera,,Goldman Sachs & Co.,,,Salesforce
10715207,,edward wilson,,,ewilso15@tampabay.rr.com,,Web Form Fillout
11030459,Inactive Investor,Matthew Kloza,Financial Advisor,"Pruco Securities, LLC. Harrisburg PA 2209 Forest Hills Dr",matthew.kloza@prudential.com,,Salesforce
9541655,,John Carroll,,,john@rippleworks.org,,List import
10811080,Inactive Investor,Janet Hroncich,Director - Alternative Investments;Family Wealth Advisor;Insurance Planning Director;Lending Specialist;Portfolio Manager;Senior,Morgan Stanley Sarasota FL 2 N Tamiami Trl,janet.hroncich@morganstanley.com,,Salesforce
10924150,Inactive Investor,Sergio Aguilera,,J.P. Morgan Securities LLC Scottsdale AZ 10011 E Dynamite Blvd,sergio.aguilera@jpmorgan.com,,Salesforce
11078397,Inactive Investor,Brian Cherry,,Jefferies LLC,bcherry@jefferies.com,,Salesforce
9549316,,Frank Fava,,,frankfava@westportcapitalmarkets.com,,List import
10816754,Inactive Investor,William Bray,Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11074187,Inactive Investor,Taylor Richardson,Financial Advisor;Partner,"Engage Wealth Advisors, LLC",taylor@engageadvisors.com,,Salesforce
10890392,Inactive Investor,Richard Kinkade,Financial Advisor,UBS Financial Services Inc. Miami FL 550 Biltmore Way,richard.kinkade@ubs.com,,Salesforce
235009,, -,,[[Unknown]],info@signaturemotorsinc.com,,Paid Search
10604523,,Thomas Steele,Advisor,"Gradient Advisors, LLC",tom@steelefinancialgroup.biz,877-885-0508,List Import
1001928,Inactive Investor,Alex Daniels,"Principal, Venture Capital and Growth Equity Investments Group",Fayerweather Capital Partners,adaniels@fayerweathercapital.com,,
9593194,,Paul Roldan,,,roldan@allgenfinancial.com,,List import
10975687,Inactive Investor,Demetrius Edwards,Associate;Financial Advisor,"ICONIQ Capital, LLC",dedwards@iconiqcapital.com,,Salesforce
202235,,Michelle Acheampong,,[Unknown],m.acheam12@gmail.com,,Webinar
9608455,,Johnathon Birs,,,jbirs@yahoo.com,,List import
10967156,Inactive Investor,Vincent Linz,Chief Investment Officer,Losch Management Company,,,Salesforce
10849749,Inactive Investor,Jeffrey Turley,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Middleton WI 7780 Elmwood Ave",jturley@wfafinet.com,,Salesforce
9635432,,John Donoso,,,jdonoso@ceteraadvisors.com,,List import
10903820,Inactive Investor,David Tobin,Chief Compliance Officer;Managing Member;Owner;Portfolio Manager,"Sabana Capital Management, LLC",,,Salesforce
10975591,Inactive Investor,Hannah Chan,,Citigroup Global Markets Inc.,,,Salesforce
10618328,,Anthony Salazar,,,anthony.salazar@ml.com,,List Import
190479,,William Bayne,,United States,bayneww@yahoo.com,,source
11052363,Inactive Investor,Amanda Timirchand,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",amanda.timirchand@truist.com,,Salesforce
11063438,Inactive Investor,William Kaeli,Chief Compliance Officer;Vice President,"NorthStar Asset Management Company, LLC",b.kaeli@northstarmgt.com,,Salesforce
11127015,Inactive Investor,John Clark,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
11029891,Inactive Investor,Thomas Johnson,Financial Advisor,Edward Jones Georgetown SC 2152 N Fraser St,jason.johnson2@edwardjones.com,,Salesforce
10959749,Inactive Investor,James Saxton,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10919866,Inactive Investor,Dennis Lynch,Financial Advisor,United Planners' Financial Services of America A Limited Partner Matthews NC 250 N Trade St,,,Salesforce
10900262,Inactive Investor,Jastinder Sohi,Managing Director;Relationship Manager;Wealth Advisor,Chevy Chase Trust Company,jsohi@chevychasetrust.com,,Salesforce
10893969,Inactive Investor,Brian Ohnoutka,Financial Consultant,"Ameriprise Financial Services, LLC Natchitoches LA 814 Washington St",brian.ohnoutka@ampf.com,,Salesforce
11254696,Inactive Investor,Derrick Routier,,"Robinhood Financial, LLC",,,Salesforce
202927,,Ted G.,,[Unknown],k38451@protonmail.com,,
10974436,Inactive Investor,Mark Kinney,,Greenberg Financial Group,,,Salesforce
10965193,Inactive Investor,Gregory Rodriguez,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10768623,Inactive Investor,David Macphail,,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
10926155,Inactive Investor,Alana Cabrera,Premier Banker,"Wells Fargo Clearing Services, LLC Morristown NJ 21 South St",,,Salesforce
11107778,Inactive Investor,Neel Tiku,Relationship Advisor,Peak Financial Management Inc,neel@peak-financial.com,,Salesforce
2441323,,Pawan Goutam,,,goutampawan576@gmail.com,,
10754554,Inactive Investor,Sandra Hlebasko,,"CFD Investments, Inc.",sandra.hlebasko@cfdinvestments.com,,Salesforce
10901005,Inactive Investor,Michelle Mai,Investment Advisor Representative,"Signature Resources Capital Management, LLC San Diego CA 10875 Rancho Bernardo Rd",mmai@srcmadvisors.com,,Salesforce
5140967,,lokayu ta,,,vzarptjkioefljg@karenkey.com,,Web Form Fillout
9586389,,George Cairoli,,,gcairoli@coltraneam.com,,List import
9634020,,ATTIKIBLE MELAINE MATHIEU AGNAN,,,melainemathieu@yaoo.fr,,List import
11159270,Inactive Investor,Shannon Ricciardi,Client Service Associate,Morgan Stanley Red Bank NJ 20 Linden Pl,shannon.ricciardi@morganstanley.com,,Salesforce
10768060,Inactive Investor,Kevin Cohrs,Financial Advisor,Edward Jones Merrill WI 1310 N Center Ave,kevin.cohrs@edwardjones.com,,Salesforce
11153712,Inactive Investor,Ann White,,Cetera Advisor Networks LLC Cottage Grove OR 1807 E Main St,whitea@ceteranetworks.com,,Salesforce
10792750,Inactive Investor,D'Lorah Jeans,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
11058090,Inactive Investor,Sheila Trzebny,,"Osaic Wealth, Inc. Phoenix AZ 7720 N 16th St",,,Salesforce
11157836,Inactive Investor,Julia Lindsey-Mills,,"Wells Fargo Clearing Services, LLC",julia.mills@wfadvisors.com,,Salesforce
9643825,,Dick Braatz,,,dbraatz45@gmail.com,,List import
11025993,Inactive Investor,Trevan Burns,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",,,Salesforce
11082319,Inactive Investor,Sarah Wilke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10820406,Inactive Investor,Gregory Ashcraft,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",gregory_ashcraft@ml.com,,Salesforce
9577750,,Susan Parker,,,sparker@thoroughbredfinancial.com,,List import
10766264,Inactive Investor,Dennis Greenwood,,"Wells Fargo Advisors Financial Network, LLC Andover KS 1400 Terradyne Dr",dennis.greenwood@wfafinet.com,,Salesforce
10644893,,Ambreeka Jain Fox,,,ajain@lincolninternational.com,,List Import
10870660,Inactive Investor,Ismael Espada,Financial Advisor,Edward Jones Columbus GA 1237 1st Ave,ismael.espada@edwardjones.com,,Salesforce
10966982,Inactive Investor,Jose Diez,,William Blair,jdiez@williamblair.com,,Salesforce
10930689,Inactive Investor,Reginald McCall,,"LPL Enterprise, LLC Baldwin NY Private Residence",reginald.mccall@prudential.com,,Salesforce
9544452,,jh yu,,,yusears@naver.com,,List import
10484978,,Alexander Cohen,"Chief Compliance Officer, President","Alexander D Cohen Investments, LLC",alec@adcohencpa.com,,List Import
11099579,Inactive Investor,John Klein,President,Klein Financial Advisors,,,Salesforce
11219407,,Andy Eng,,,ae@reninv.com,,Other
2383276,,Manish Kumar yadav,,,manishkumar1542011@gmail.com,,
10659928,,Larry Kwiat,,,larry.kwiat@ceterafs.com,,List Import
11188838,Inactive Investor,Rebecca Li,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
9637141,,David Paustian,,,dpaustian@jgpwealth.com,,List import
11006614,Inactive Investor,Matthew Poteete,Financial Advisor,"Ameriprise Financial Services, LLC Falls Church VA 2901 Telestar Ct",matthew.poteete@ampf.com,,Salesforce
10861428,Inactive Investor,Meagan Merrill,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,meagan.c.merrill@jpmorgan.com,,Salesforce
10968387,Inactive Investor,Loan Tran,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
11058333,Inactive Investor,Avery Cotter,,"HighTower Securities, LLC Wayne PA 565 E Swedesford Rd",acotter@hightoweradvisors.com,,Salesforce
10620512,,ANDY GEEM,,,gean499@outlook.com,,Web Form Fillout
10899994,Inactive Investor,George Tsevdos,,J.P. Morgan Securities LLC Brooklyn NY 506 Kings Hwy,george.tsevdos@jpmorgan.com,,Salesforce
11033752,Inactive Investor,Meghan Timbas,,Edward Jones Amherst NH 292 State Rte 101,,,Salesforce
334747,,Craig Pisani,Managing Member,Arrowhead Investment Management Llc,cpisani@arrowheadmgt.com,203-485-0700,Manual List Upload
9599742,,William Serres,,,wfserres@bbjsllp.com,,List import
11041095,Inactive Investor,Brian Luna,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,brian.luna@chase.com,,Salesforce
11190218,Inactive Investor,Carolyn Kunik,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clinton Township MI 45000 River Ridge Dr",carolyn.kunik@ml.com,,Salesforce
11148028,Inactive Investor,Warren Gallagher,,LPL Financial LLC Lake Hopatcong NJ Private Residence,warren.gallagher@lpl.com,,Salesforce
10479569,,Elsa Mccalister,,,elsa.mccallister@gmail.com,,Web Form Fillout
11220099,,Stacey Walter,,,swalter@columbiacapital.com,,Other
11076685,Inactive Investor,David Carlson,Chairman,Carlson Investments,dave@carlsoninvest.com,,Salesforce
10919024,Inactive Investor,Matthew Spellings,Financial Advisor,Edward Jones Paris TN 1205 E Wood St,matt.spellings@edwardjones.com,,Salesforce
11205513,Inactive Investor,Jennifer Segura,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,jennifer.segura@jpmorgan.com,,Salesforce
9636130,,Cameron Baxter,,,cbaxter@braun-bostich.com,,List import
220172,,Andres Valderrama,,[Unknown],valdeand1@gmail.com,,Direct
11233582,Inactive Investor,Shea Parrish Corbett,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
10990552,Inactive Investor,Mi Kyung Kwak,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,mkwak@ft.newyorklife.com,,Salesforce
9632825,,Richard Granoff,,,rg@granoffarchitects.com,,List import
10970283,Inactive Investor,Karli Maddox,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
11124044,Inactive Investor,Anakaren Rosas,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11116739,Inactive Investor,Bryan Palmisano,Financial Planner;Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Metairie LA 3205 Cleary Ave",bpalmisano@financialguide.com,,Salesforce
10935657,Inactive Investor,Alexander Harcus,Chief Compliance Officer;Member;Partner;Vice President,Montz Harcus Wealth Management,bruce@montzharcus.com,,Salesforce
10974207,Inactive Investor,Brian Draina,,"Allstate Financial Services, LLC Pompano Beach FL 5562 W Sample Rd",,,Salesforce
10472686,,Brandy Brown,,,brandymarie.hughes@gmail.com,,Web Form Fillout
10365163,,Jarrid Berry,,,jarrid.j.berry@wellsfargo.com,,Web form fillout
11085555,Inactive Investor,Alex Kongkraphun,Senior Client Relationship Associate,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",alex.kongkraphun@raymondjames.com,,Salesforce
10960832,Inactive Investor,Arti Shah,,"Osaic Wealth, Inc. New Hope PA 290 Union Square Dr",,,Salesforce
10981482,Inactive Investor,Hernan Martinez,,J.P. Morgan Securities LLC Mission Hills CA 10348 Sepulveda Blvd,hernan.martinez@chase.com,,Salesforce
9606533,,Matthew Isono,,,maisono09@gmail.com,,List import
10882177,Inactive Investor,Austin Korger,Financial Advisor,"Ameriprise Financial Services, LLC Stevens Point WI 3241A Business Park Dr",austin.korger@ampf.com,,Salesforce
9619940,,Wim Juchtmans,,,wimibiza@gmail.com,,List import
11179875,Inactive Investor,Cindy Bergin,Vice President,"Stifel, Nicolaus & Company, Incorporated Paso Robles CA 1337 Vine St",berginc@stifel.com,,Salesforce
9541938,,Dongcho Lee,,,ares1988g@gmail.com,,List import
10608800,,Karthigesan Arumugam,,,karthikcherry50@gmail.com,,Web Form Fillout
10795468,Inactive Investor,Michael Agurkis,Chief Compliance Officer;Corporate Secretary;President,Commonwealth Financial Planners Inc,,,Salesforce
11079467,Inactive Investor,Sanel Duranovic,Financial Planner,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",sanel.duranovic@schwab.com,,Salesforce
10989391,Inactive Investor,Erica Fulton,,LPL Financial LLC Arvada CO 5805 Carr St,erica.fulton@lpl.com,,Salesforce
9584606,,Mark Reitsma,,,mreitsma@regencywealth.com,,List import
10888582,Inactive Investor,Margarita Perez,Vice President,"City National Securities, Inc. Long Beach CA 100 Oceangate",margarita.perez@cnb.com,,Salesforce
10828974,Inactive Investor,Deborah Aston,,Vanguard Marketing Corporation,deborah_aston@vanguard.com,,Salesforce
10898358,Inactive Investor,Theodore Kaminski,,"Mutual of Omaha Investor Services, Inc. Minneapolis MN 1700 W 82nd St",ted.kaminski@mutualofomaha.com,,Salesforce
10822049,Inactive Investor,Larry Lehrman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",lehrmanl@stifel.com,,Salesforce
10488271,,Ilona Friedman,,"Kestra Advisory Services, LLC",ifriedman@cdwealth.com,,List import
11044501,Inactive Investor,Kirsten Kapur,,J.P. Morgan Securities LLC Franklin Lakes NJ 845 Franklin Lakes Rd,kirsten.kapur@jpmorgan.com,,Salesforce
9632326,,Chongin Yun,,,chongin@hotmail.com,,List import
11070432,Inactive Investor,Andrew Sasso,Wealth Manager,Creative Planning Brooklyn NY Private Residence,andrew.sasso@creativeplanning.com,,Salesforce
11069878,Inactive Investor,Katie Prosser,Investment Advisor Representative,"APO Financial Services, LLC Saint George UT 555 S Bluff St",,,Salesforce
82165,,William Romeo,"Chief Compliance Officer, Chief Executive Officer","R & R Financial Planners, Inc.",bill@rnrsecurities.com,516-222-8850,
212180,,David Henson,,[Unknown],catvservices@verizon.net,,Advertising
159703,,Patricio García,,Patricio GarcÃ­a,pgpd95@gmail.com,,
9555291,,Steven Aldridge,,,aldridge@canopuswealthmanagement.com,,List import
11058945,Inactive Investor,Shawn Abrahamse,Financial Advisor;Second Vice President - Wealth Management,Citigroup Global Markets Inc. Santa Clarita CA 26542 Bouquet Canyon Rd,shawn.d.abrahamse@citigroup.com,,Salesforce
11151215,Inactive Investor,Bryanna Lydell,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,bryanna.lydell@fidelity.com,,Salesforce
11121451,Inactive Investor,Gregory Schuler,Wealth Advisor,Commonwealth Financial Network Rochester NY 290 Linden Oaks,gschuler@commonwealth.com,,Salesforce
11153772,Inactive Investor,Christiana Manthei,,"Regulus Financial Group, LLC Grand Ledge MI 15190 Wright Rd",,,Salesforce
10616101,,Thomas Gallo,,,thomas.gallo@ampf.com,,List Import
10849296,,Aidan Hsu,,,aidan.hsu@gmail.com, +353868455584,Web Form Fillout
11080384,Inactive Investor,Julie Klimp,Client Associate,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,julie.klimp@ubs.com,,Salesforce
11254802,Inactive Investor,Michael Reimer,Wealth Manager,Hoffman Capital Advisors LLC,,,Salesforce
11226860,,耀 泽,,,383667191@qq.com,,Web Form Fillout
11087522,Inactive Investor,Sonny Patterson,,"Wells Fargo Clearing Services, LLC McKinney TX 2020 W University Dr",,,Salesforce
10925070,Inactive Investor,William Randall,,Edward Jones Exmore VA 4045 Lankford Hwy,,,Salesforce
168253,,asdfasdf asdfsdf,,[Unknown],asdasf@adasd.net,,
10955035,Inactive Investor,Joshua Elmore,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10757711,Inactive Investor,Oralia Sanchez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",oralia_sanchez@ml.com,,Salesforce
10969682,Inactive Investor,Robert Luce,,J.P. Morgan Securities LLC Los Angeles CA 300 S Grand Ave,robert.luce@jpmorgan.com,,Salesforce
239287,,Jeanette Browne,,[Unknown],jybrowne63@gmail.com,,Direct
9622868,,Albert Bruna Alonso,,,albert_el_93@hotmail.com,,List import
10845072,Inactive Investor,Robert Bell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",robert.h.bell@ml.com,,Salesforce
9589592,,Amanda White,,,a.white@archfordcapital.com,,List Import
11022977,Inactive Investor,Ryan Papp,,Lincoln Investment,rpapp@lincolninvestment.com,,Salesforce
10753156,Inactive Investor,Timothy McMullen,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",timothy.mcmullen@ml.com,,Salesforce
10904050,Inactive Investor,Sandra Davis-Skeen,Financial Advisor,LPL Financial LLC Harrison OH 9676 Dry Fork Rd,sandra.davis-skeen@lpl.com,,Salesforce
11238090,Inactive Investor,Kevin Sochovka,,tcw,kevin.sochovka@tcw.com,,Salesforce
11098443,Inactive Investor,John Champion,Executive Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Kirkland WA 4000 Carillon Pt,john.champion.jr@morganstanley.com,,Salesforce
9630682,,Martin Stoyanov,,,clarinetista_bg@yahoo.com,,List import
348874,,Jeffrey Nataupsky,Chief Financial Officer,Manulife Investment Management Private Markets (us,jnataupsky@jhancock.com,617-572-0693,Manual List Upload
10953508,Inactive Investor,Crystal Burns,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11006711,Inactive Investor,John Sargenti,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",,,Salesforce
88643,,Gayle Milton,Financial Advisor,Eagle Strategies LLC,gmilton@ft.newyorklife.com,256-536-8500,
10617704,,Julie Grace,,,julie.grace@wellsfargoadvisors.com,,List Import
58106,,Christopher Plummer,Financial Associate,Thrivent Investment Management Inc.,chris.plummer@thrivent.com,,
11019266,Inactive Investor,Craig Buckley,,"Western International Securities, Inc. Northridge CA 9301 Corbin Ave",cbuckley@wisdirect.com,,Salesforce
10489659,,Richard Wilson,Investment Advisor,Fisher Investments,rwilson@heritagebankozarks.com,,List Import
10830747,Inactive Investor,Bryan Greaves,Financial Advisor,Edward Jones Oakdale CA 178A S Maag Ave,bryan.greaves@edwardjones.com,,Salesforce
10659635,,Zachary Fox,,,zach.fox@countryfinancial.com,,List Import
10927751,Inactive Investor,Shirley McFarlane,,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",shirley.mcfarlane@nm.com,,Salesforce
223600,,Kay Slay,Senior Fund Administrator (Real Assets),Sanne Group,kevin.nqindi@gmail.com,,Event
11067579,Inactive Investor,Hannah Sweeney,Financial Advisor,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",hannah.sweeney@wellsfargoadvisors.com,,Salesforce
11021811,Inactive Investor,Rita Maher,,LPL Financial LLC Beachwood OH 3750 Park East Dr,rita.maher@lpl.com,,Salesforce
10921991,Inactive Investor,Alex Swainsbury,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",alex.m.swainsbury@nm.com,,Salesforce
10619578,,Charles Shaw,,,charles.shaw@morganstanley.com,,List Import
10837878,Inactive Investor,Wayne Howard,,Cetera Advisor Networks LLC Glassboro NJ 15 E High St,,,Salesforce
10835933,Inactive Investor,Ronald Olinsky,Financial Advisor,"Wells Fargo Clearing Services, LLC Gloversville NY 196 2nd Ave",ronald.olinsky@wellsfargoadvisors.com,,Salesforce
9552025,,Jonathan Eng,,,jonathan.eng@fidelity.com,,List import
10900260,Inactive Investor,Maggie May,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
11095760,Inactive Investor,Peter Roe,Owner;Partner;President;Regulatory Contact,RTW Financial Advisors Inc Dallas TX 14114 Dallas Pkwy,,,Salesforce
10986227,Inactive Investor,John Hitchcock,,"MML Investors Services, LLC Saint Augustine FL 315 W Town Pl",,,Salesforce
10980415,Inactive Investor,Justin Mendoza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10831027,Inactive Investor,Anne Crowe,Financial Advisor,LPL Financial LLC Bluefield VA 2 Westwood Medical Park,anne.crowe@lpl.com,,Salesforce
10612459,,Fuqiong Wang,Financial Advisor,,ingrid.wang@prudential.com,,List Import
10915407,Inactive Investor,Dean Jones,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,dean.jones.c9ob@statefarm.com,,Salesforce
10787871,Inactive Investor,Gregory Blaschak,,GWN Securities Inc. Wayne PA 940 W Valley Rd,,,Salesforce
10393245,,Gale Brooks,,,gebrooks10@yahoo.com,,Web Form Fillout
10832181,Inactive Investor,Joseph Davey,,"CUSO Financial Services, L.P. Tucson AZ 8145 E 22nd St",,,Salesforce
10809611,Inactive Investor,Vincent Vella,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",vincent_t_vella@ml.com,,Salesforce
10814094,Inactive Investor,Allan Jay,Family Wealth Director;Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Stamford CT 4 Landmark Sq,allan.v.jay@morganstanley.com,,Salesforce
10812723,Inactive Investor,Michael Udvari,,"Concourse Financial Group Securities, Inc. Altamonte Springs FL 706 Turnbull Ave",michael.udvari@concoursefinancial.com,,Salesforce
10832566,Inactive Investor,Fred Marshall,,"Packerland Brokerage Services, Inc. Madison WI 629 Gately Ter",marshall_financial@packerlandbrokerage.com,,Salesforce
10792511,Inactive Investor,Derek Glynn,First Vice President - Wealth Management,UBS Financial Services Inc. Everett WA 1604 Hewitt Ave,derek.glynn@ubs.com,,Salesforce
11142891,Inactive Investor,Sophia Guyton,Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",sophia_zabaneh@ml.com,,Salesforce
11083293,Inactive Investor,Thomas McHugh,,"Osaic Wealth, Inc. Englewood CO 6909 S Holly Cir",,,Salesforce
11057726,Inactive Investor,Theopolus Mickles,,Edward Jones North Myrtle Beach SC 1016 2nd Ave N,,,Salesforce
10829662,Inactive Investor,Heather Hernesko,Assistant Vice President;Senior Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",heather.hernesko@ml.com,,Salesforce
10928523,Inactive Investor,James Elder,Financial Advisor,Edward Jones Arlington TX 4604 Park Springs Blvd,jim.elder@edwardjones.com,,Salesforce
10994856,Inactive Investor,Candice Gage,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11073757,Inactive Investor,Robert Young,Financial Advisor;Managing Member,Young Financial Services Tequesta FL Private Residence,robert@youngfs.com,,Salesforce
11000541,Inactive Investor,Jeremy Penkert,,LPL Financial LLC New Ulm MN 525 Center St,jeremy.penkert@lpl.com,,Salesforce
10938261,Inactive Investor,Pamela Ward,,LPL Financial LLC Spring Hill FL Private Residence,pamela.ward@lpl.com,,Salesforce
348057,,Tina Pierre,Partner,Landmark Realty Advisors Llc,tina.stpierre@landmarkpartners.com,860-651-9760,Manual List Upload
9647153,,Chris Miers,,,cmiers@nepc.com,,List import
9541140,,Chris Dalziel,,,chris.dalziel@londonandcapital.com,,List import
10826111,Inactive Investor,David Beechler,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,david.beechler@ubs.com,,Salesforce
370470,,Neil Desai,,[Unknown],neildesai99@hotmail.com,,Google Ad
11096234,Inactive Investor,Vaqas Sheikh,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,vaqas.sheikh@jpmorgan.com,,Salesforce
10800071,Inactive Investor,Ginger Jackson Queener,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Alpharetta GA 12600 Deerfield Pkwy,ginger.jackson@ubs.com,,Salesforce
9551682,,Bhargavaram Gade,,,gogreen4vr-bg@yahoo.com,,List import
11204365,Inactive Investor,Nicholas Frontera,Financial Advisor,Edward Jones Lockport IL 1217 E 9th St,nicholas.frontera@edwardjones.com,,Salesforce
11202932,Inactive Investor,Daniel Routh,Financial Advisor;Senior Financial Advisor,Old Peak Finance,dan.routh@oldpeakfinance.com,,Salesforce
1002959,Inactive Investor,Steve Dircks,Vice President,Charterhouse Strategic Partners,sdircks@charterhousestrategic.com, +1 212 584 3229,Organic Search
11168934,Inactive Investor,Robert Sher,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10646634,,Michael McHugh,,,mmchugh@rwbaird.com,,List Import
10875626,Inactive Investor,Thomas Wallace,,Folger Nolan Fleming Douglas Incorporated,twallace@fnfd.com,,Salesforce
11108669,Inactive Investor,Bruce White,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,bruce.white@fidelity.com,,Salesforce
10786316,Inactive Investor,Kevin Daeschner,,PNC Investments Pittsburgh PA 249 5th Ave,kevin.daeschner@pnc.com,,Salesforce
11117929,Inactive Investor,Jason Talley,,"OFG Financial Services, Inc. Floresville TX 1033 C St",jasontalley@ofgfinancial.com,,Salesforce
9581671,,Matthew Gotto,,,matthew.gotto@transamerica.com,,List import
10912973,Inactive Investor,Cassandra Doss,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,cassandra.curry@fidelity.com,,Salesforce
631,,,,,gaurav@250ok.in,,
10885549,Inactive Investor,Nickolas Urpi,Partner;Research Analyst;Researcher,"Emergent Financial Services, LLC.",nurpi@emergentfs.com,,Salesforce
10882854,Inactive Investor,Elizabeth O'Reilly Pate,Financial Advisor,"MML Investors Services, LLC Fredericksburg VA 1340 Central Park Blvd",epate@financialguide.com,,Salesforce
10866624,Inactive Investor,Andrew Gilbert,Chief Investment Officer;Financial Planner;Regulatory Contact,"Keystone Financial Group, Inc.",agilbert@keystonefg.com,,Salesforce
10956476,Inactive Investor,Christopher Power,,J.P. Morgan Securities LLC Great Neck NY 22 Grace Ave,christopher.power@jpmorgan.com,,Salesforce
9610222,,Frederick Blair Blair,,,blairfg@hotmail.com,,List import
9545538,,Juan Quiroga,,,quirogator@mac.com,,List import
10808338,Inactive Investor,Lauren Vogel,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Tucker GA 4099 Lavista Rd",lauren.vogel@wellsfargo.com,,Salesforce
9594873,,Michael Tucciarone,,,michaeltucc@gmail.com,,List import
11194725,Inactive Investor,Ernest Tyler,,"Avantax Investment Services, Inc. Lebanon NH 19 Morgan Dr",,,Salesforce
4614564,,Marlene Taylor,,Self-Employed,martaylorm5@gmail.com,2145847869,Web Form Fillout
11134410,Inactive Investor,Justin Hernandez,Private Client Advisor,J.P. Morgan Securities LLC Katy TX 5210 FM 1463 Rd,justin.hernandez@jpmorgan.com,,Salesforce
11009665,Inactive Investor,Kevin Issahaku,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,kissahaku@primerica.com,,Salesforce
11072420,Inactive Investor,Robert Teitelbaum,,"Allstate Financial Services, LLC Roslyn NY 26 Middleneck Rd",robertteitelbaum@allstate.com,,Salesforce
9608086,,Joseph Rowley,,,JSRowley@RowleyFinancial.com,,List import
11104212,Inactive Investor,Sammy Azzouz,Chief Executive Officer;President,Heritage Financial Services,sazzouz@heritagefinancial.net,,Salesforce
10954311,Inactive Investor,John Rogers,,United Planners' Financial Services of America A Limited Partner Rockville MD 751 Rockville Pike,,,Salesforce
11052155,Inactive Investor,Katherine Anton,Financial Advisor;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,kate.bregman@jpmorgan.com,,Salesforce
10903754,Inactive Investor,Zachary Carrick,Senior Client Associate,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",zach.carrick@rbc.com,,Salesforce
10986600,Inactive Investor,Alison Ryan,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,,,Salesforce
11230633,Inactive Investor,Cole Frederick,Financial Professional,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",,,Salesforce
204346,,William Collins,,[Unknown],bcollins8@me.com,,Paid Social
9614547,,Bruce Sinclair,,,cre8tiveprocess@gmail.com,,List import
10673116,,arun kumar,,,garunkumar35@gmail.com,,Web Form Fillout
10999659,Inactive Investor,Mark Cruz,,J.P. Morgan Securities LLC Houston TX 600 Travis St,mark.cruz@jpmorgan.com,,Salesforce
10924363,Inactive Investor,Patrick Schroder,,"J.W. Cole Financial, Inc.",patrick.schroder@jw-cole.com,,Salesforce
9572484,,Fred Funchess,Retirement Income Specialist,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,fred.funchess@usaa.com,,List import
10919733,Inactive Investor,Samuel Taylor,President,"Taylor Financial, LLC",samuel@edtaylorfinancial.com,,Salesforce
6054954,,tyda yaya,,,gowav61611@chnlog.com,,Web Form Fillout
10761722,Inactive Investor,Kurt Berg,Financial Advisor,Edward Jones Tinley Park IL 9418 179th St,kurt.berg@edwardjones.com,,Salesforce
11005493,Inactive Investor,Jordan Webb,,SECU Brokerage Services Charlotte NC 1720 Oakhurst Commons Dr,jordan.webb@ncsecu.org,,Salesforce
346619,,Sherif Sweillam,Managing Director,Graticule Asia Macro Advisors Llc,ssweillam@fortress.com,656-671-2500,Manual List Upload
222837,,Jon Williams,Director,[Unknown],jonlw13@gmail.com,,Direct
10902234,Inactive Investor,Kevin Barth,Financial Advisor,Edward Jones Greensboro NC 1250 Revolution Mill Dr,kevin.barth@edwardjones.com,,Salesforce
11230663,Inactive Investor,Avery Tiras,,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",,,Salesforce
10849460,Inactive Investor,William Schultz,Managing Director,"Wells Fargo Advisors Financial Network, LLC Collegeville PA 555 2nd Ave",william.schultz@wfafinet.com,,Salesforce
169443,,Philippe Lew,,[Unknown],philippe.lew@gmail.com,,Paid Social
10752729,Inactive Investor,Kenneth Belter,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",kenneth.belter@wellsfargo.com,,Salesforce
9633577,,Louis Cicatelli,,,coachickpe@yahoo.com,,List import
11178714,Inactive Investor,Larry Nemoto,,"J.W. Cole Financial, Inc. Houston TX 10551 Mills Rd",,,Salesforce
7163871,,Clovis Yundt,,,support@prepostseo.com,,Web Form Fillout
10904462,Inactive Investor,Kathy Banyas,,LPL Financial LLC Alexandria VA 118 N Saint Asaph St,kathy.banyas@lpl.com,,Salesforce
9625358,,sean ratterree,,,ratterreesean@gmail.com,,List import
10822325,Inactive Investor,Cory McCune,Financial Advisor,"Kestra Investment Services, LLC Fort Worth TX 2900 Wingate St",mccune.cory@principal.com,,Salesforce
10791532,Inactive Investor,Kimberly Butterfield,,Cetera Advisors LLC Fall River MA 982 Eastern Ave,kimberly.butterfield@ceteraadvisors.com,,Salesforce
11032537,Inactive Investor,Nicholas Garry,,"American Portfolios Financial Services, Inc. Sioux Falls SD 2601 S Western Ave",ngarry@americanportfolios.com,,Salesforce
9546386,,Wonseok Choi,,,wonsuk2495@gmail.com,,List import
11127629,Inactive Investor,Richard Oberuc,Investment Advisor Representative,First National Advisors LLC,,,Salesforce
10905943,Inactive Investor,Eric Halverson,Financial Advisor,Edward Jones Caledonia MN 107 E Main St,eric.halverson@edwardjones.com,,Salesforce
11083604,Inactive Investor,Thomas Madruga,,American Investors Company Santa Clara CA 924 Camino Dr,tmadruga@aicrep.com,,Salesforce
10788807,Inactive Investor,Lawrence King,Chief Compliance Officer;President,"King Wealth Management Group, LLC Naples FL 4851 Tamiami Trl N",larry.king@kwmgllc.com,,Salesforce
351469,,Celia Dallas,"Co-Director, Research, Managing Director","Cambridge Associates, Llc",cdallas@cambridgeassociates.com,617-457-7500,Manual List Upload
9578642,,Kyle Dove,,,kyle.l.dove@gmail.com,,List import
11118378,Inactive Investor,Steven Fitzpatrick,,"Empower Financial Services, Inc Asbury IA Private Residence",steven.fitzpatrick@empower.com,,Salesforce
9566175,,jim laneve,,,jim.laneve@lfg5.com,,List import
9557823,,charles carnahan,,,chuck.carnahan@yahoo.com,,List import
10646959,,Paul Stratton,,,paul.stratton@edwardjones.com,,List Import
10950016,Inactive Investor,Clayton Saunders,President,Saunders Investment Management LLC,,,Salesforce
10925869,Inactive Investor,Courtney Bridge,Vice President,"Moors & Cabot, Inc.",cbridge@moorscabot.com,,Salesforce
11112473,Inactive Investor,Gerard Herber,Financial Advisor,Edward Jones Saint Louis MO 8144 Big Bend Blvd,jerry.herber@edwardjones.com,,Salesforce
10912870,Inactive Investor,Richard Bornhorst,,"Pruco Securities, LLC. Findlay OH 655 Fox Run Rd",richard.bornhorst@prudential.com,,Salesforce
11058006,Inactive Investor,Kerian Caisse,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10840476,Inactive Investor,Erin Knodel,Financial Advisor,Park Avenue Securities LLC Cincinnati OH 419 Plum St,erin_knodel@glic.com,,Salesforce
11188255,Inactive Investor,Tyson Cromwell,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",tyson.cromwell@nm.com,,Salesforce
10914126,Inactive Investor,Pamela Meleqi,,Financial Freedom Capital Management Naples FL 1434 Serrano Cir,pamela@ffcmanagement.com,,Salesforce
11133433,Inactive Investor,Joshua Bach,Financial Professional,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",joshbach@financialguide.com,,Salesforce
10931735,Inactive Investor,Patrick Golden,Financial Advisor,Golden Wealth Management,patrick@goldenwealthmgmt.com,,Salesforce
9552502,,Justin Davila,,,thebestflash1@gmail.com,,List import
10780398,Inactive Investor,David Webber,Financial Advisor,LPL Financial LLC Chesapeake VA 505 Independence Pkwy,david.webber@lpl.com,,Salesforce
10993641,Inactive Investor,Christopher Barksdale,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",chris.barksdale@nm.com,,Salesforce
11212692,Inactive Investor,Paul Drueke,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",,,Salesforce
9547920,,Miguel Cramer,,,miguel.cramer@gmail.com,,List import
10784471,Inactive Investor,Robert Shaw,Financial Advisor;First Vice President,Morgan Stanley Irvine CA 1901 Main St,robert.shaw@morganstanley.com,,Salesforce
10812197,Inactive Investor,Todd Newkirk,Regional Vice President,PFS Investments Inc. Muncie IN 1208 W White River Blvd,todd.newkirk@primerica.com,,Salesforce
11183739,Inactive Investor,Jacqueline Osborne,,PFS Investments Inc. Newton NJ 93 Spring St,jacqueline.osborne@primerica.com,,Salesforce
9609291,,?? ?,,,smlxxx@naver.com,,List import
10915707,Inactive Investor,Anton Zhou,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10424079,,Justin Jakel,,,justin.j.jakel@gmail.com,,Web Form Fillout
11026379,Inactive Investor,Dylan Carter,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10810561,Inactive Investor,William Frye,Chief Compliance Officer,Retirement Planners of America,bill@moneymatters.net,,Salesforce
9635129,,Jeffrey Pielusko,,,jpielusko@carlmarks.com,,List import
9600310,,Edward Wilcox,,,ewilcox@rollinsfinancial.com,,List import
10618179,,Lawrence Cohen,,,lcohen@mesirowfinancial.com,,List Import
11092610,Inactive Investor,Amine Rizk,Regional Director;Regional Vice President;Retirement Planning Specialist,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",amine.rizk@equitable.com,,Salesforce
9554560,,Andy Deng,,,andyden9@gmail.com,,List import
10661842,,David Johnson,,,david.johnson@zhpcapital.com,,List Import
5328051,,awdawd awdawdad,,,awdawd@awdawd.com,,Web Form Fillout
11212263,Inactive Investor,Daniel Keller,Associate Vice President - Investments;Financial Advisor;Investment Management Consultant,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",dan.keller@raymondjames.com,,Salesforce
10818076,Inactive Investor,Lusindie Livingston,,PFS Investments Inc. Conway SC 1207 Lakeside Dr,lusindie.livingston@primerica.com,,Salesforce
9586566,,Taylor Woodruff,,,t.woodruff@fi.com,,List import
11178441,Inactive Investor,Thomas Richardson,,Fidelity Brokerage Services LLC,,,Salesforce
11074136,Inactive Investor,Stacey McCulley,,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,stacey.mcculley@opco.com,,Salesforce
11039167,Inactive Investor,Lorenzo Ramirez,,"Farmers Financial Solutions, LLC Phoenix AZ 4215 W Dunlap Ave",,,Salesforce
9600708,,Charles Carter,,,milliron@sstelco.com,,List import
338437,,gary fee,,[Unknown],gary.fee@ml.com,,Event
230349,, -,,[[Unknown]],ghalibabdelrahim44@gmail.com,,
11085003,Inactive Investor,Tamra Skerjanec,Wealth Management Associate,Morgan Stanley Eagle ID 439 E Shore Dr,tamra.skerjanec@rbc.com,,Salesforce
11018112,Inactive Investor,Nicholas Lisnock,,"VALIC Financial Advisors, Inc. Springfield MO 1815 S Holland Ave",,,Salesforce
11126744,Inactive Investor,David Francis,Investment Advisor;Principal,Bartlett & Co. Wealth Management LLC,,,Salesforce
10774084,Inactive Investor,Dennis Grant,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,dennis.grant@primerica.com,,Salesforce
11217049,,Fei Chen,,,fei.chen@nb.com,,Other
9593483,,Rob McPherson,,,rsmcpherson@gmail.com,,List import
10830758,Inactive Investor,John Venable,Financial Advisor,"Ameriprise Financial Services, LLC Thornton CO 9351 Grant St",jack.2.venable@ampf.com,,Salesforce
10970506,Inactive Investor,Robert Nimocks,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",robert.nimocks@firstcitizens.com,,Salesforce
10824683,Inactive Investor,Eric Hilliard,,"Raymond James Financial Services, Inc. Raleigh NC 5720 Six Forks Rd",,,Salesforce
10850683,Inactive Investor,Ashley Carr,Vice President,Neuberger Berman BD LLC,ashley.carr@nb.com,,Salesforce
9552888,,nj ouasa,,,aofbua@11.com,,List import
10993880,Inactive Investor,Kevin Campbell,Financial Planner,"Osaic FA, Inc. Irvine CA 17400 Laguna Canyon Rd",kevin.campbell2@lfg.com,,Salesforce
9621286,,Omar Alsubaie,,,oalsubaie@merak.capital,,List import
10783987,Inactive Investor,Sheri Jeffords,,"Raymond James Financial Services, Inc. Spartanburg SC 1445 E Main St",sheri.jeffords@raymondjames.com,,Salesforce
10780446,Inactive Investor,Christopher Mitta,,LPL Financial LLC Raleigh NC 9220 Fairbanks Dr,chris.mitta@lpl.com,,Salesforce
10619969,,Peter Aldworth,,,peter.aldworth@hiptpartners.com,,List Import
10844532,Inactive Investor,Anthony Insana,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Columbus OH 7965 N High St",anthony.insana@equitable.com,,Salesforce
10894144,Inactive Investor,Steven Bernstein,Financial Advisor,LPL Financial LLC Los Angeles CA 1800 Century Park E,steven.bernstein@lpl.com,,Salesforce
9543726,,Dean Le Huray,,,deano_2230@hotmail.com,,List import
10773514,Inactive Investor,Ricky Thompson,Financial Advisor,Edward Jones Tarboro NC 124 W Saint James St,ricky.thompson@edwardjones.com,,Salesforce
11161109,Inactive Investor,Jessica Passier,Client Service Representative,"Madison Avenue Securities, LLC",jpassier@mas-bd.com,,Salesforce
10899477,Inactive Investor,Gabriel Medina,,"Bridge Capital Consulting, LLC Kennewick WA 8350 W Grandridge Blvd",,,Salesforce
9572030,,Bradley Novak,,,bradley.novak@securitiesamerica.com,,List import
11113860,Inactive Investor,Mark Parrish,,LPL Financial LLC Baxter MN 14275 Golf Course Rd,mark.parrish@lpl.com,,Salesforce
10909593,Inactive Investor,Lisa Ly,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
58376,,Tacy Roby,,"SunTrust Advisory Services, Inc.",tacy.roby@suntrust.com,404-813-5913,
10930026,Inactive Investor,Dean Ringdahl,Financial Advisor,"Agnello Financial Group, Inc.",,,Salesforce
10799953,Inactive Investor,Todd Brandstadt,Branch Manager;Director;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",todd.brandstadt@benjaminfedwards.com,,Salesforce
11057056,Inactive Investor,Joseph Brown,Financial Advisor,Commonwealth Financial Network Richland Center WI 45 E Robb Rd,,,Salesforce
11024322,Inactive Investor,Kristi Dunlap,,"RBC Capital Markets, LLC",kristi.dunlap@rbc.com,,Salesforce
9591513,,Francois Rivard,,,francois.rivard@innocap.com,,List import
124252,,Steven Scott,,"Mycio Wealth Partners, Llc",scott.steven@principal.com,(267) 295-2280,
9551049,,Jon Houk,,,jphhouk@gmail.com,,List import
9619090,,George Antonopoulos,,,gantonopoulos@hudsonbaycapital.com,,List import
1004410,Inactive Investor,Geoff Marcus,,Geoff Marcus,gm@altscapital.com,,3rd Party Lead Gen
10851236,Inactive Investor,Ala Makushenka,,Goldman Sachs & Co.,,,Salesforce
10947856,Inactive Investor,Eric Freehling,Wealth Advisor,Clear Creek Advisors,efreehling@ccaretirement.com,,Salesforce
10824135,Inactive Investor,Erin Barrett,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10774079,Inactive Investor,Piers Cornelius,Managing Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,piers.a.cornelius@jpmorgan.com,,Salesforce
11046183,Inactive Investor,Bradley Berger,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",bradley.c.berger@ml.com,,Salesforce
10924464,Inactive Investor,Louise Nguyen,,Citigroup Global Markets Inc.,,,Salesforce
10761456,Inactive Investor,Darrin Englebert,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",darrin.englebert@nm.com,,Salesforce
11100237,Inactive Investor,Abagael Wills,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 5201 Eden Ave",abagael.wills@ampf.com,,Salesforce
10781924,Inactive Investor,Charles Ill,,Goldman Sachs & Co. Seattle WA 401 Union St,charles.ill@gs.com,,Salesforce
10809235,Inactive Investor,Glen-Jay Cabusas,,"Wells Fargo Clearing Services, LLC Carle Place NY 103 Old Country Rd",glen-jay.cabusas@wellsfargoadvisors.com,,Salesforce
11177722,Inactive Investor,Travis Winger,Financial Advisor,Edward Jones Thermopolis WY 318 N 6th St,travis.winger@edwardjones.com,,Salesforce
11057557,Inactive Investor,Lance Flannery,,"Grove Point Investments, LLC Chanhassen MN 7925 Stone Creek Dr",lflannery@hbeckinc.com,,Salesforce
9609078,,J Wheezy -,,,needafakey@gmail.com,,List import
10797342,Inactive Investor,Roger Sims,Financial Advisor,LPL Financial LLC Greer SC 304 N Main St,,,Salesforce
9547496,,Anna Leandro,,,anna.leandro@transamerica.com,,List import
10878314,Inactive Investor,Scott Mahan,,"Osaic Wealth, Inc. Klamath Falls OR 803 Main St",scott@riverrockwealth.com,,Salesforce
11211582,Inactive Investor,Sheala Smith,Operations Manager,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,shsmith@janney.com,,Salesforce
11015430,Inactive Investor,Erica Hinrichs,Financial Advisor,"Ameriprise Financial Services, LLC Broomfield CO 11080 Circle Point Rd",erica.l.hinrichs@ampf.com,,Salesforce
11206133,Inactive Investor,James Sullivan,,LPL Financial LLC,,,Salesforce
10961209,Inactive Investor,Shayaan Hasan,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
10784320,Inactive Investor,Barry Klayman,Chief Operating Officer;Partner;Regulatory Contact,"BBR Partners, LLC New York NY 26 E 45th St",bklayman@bbrpartners.com,,Salesforce
10654440,,Carey Zesiger,,,careyznyc@gmail.com,7077227390,Web Form Fillout
220020,,Grey Terry,Financial Advisor,"Hightower Advisors, Llc",gterry@hightoweradvisors.com,207-420-8510,
9540926,,Ian McKenzie,,Marvel Dealings LLC,ian.mckenzie@p3kgroup.com,,List Import
11210028,Inactive Investor,Charles Perry,,"Ameriprise Financial Services, LLC Birmingham AL 2501 20th Place S",charles.perry@ampf.com,,Salesforce
10879071,Inactive Investor,Richard Johnston,Founder;Portfolio Manager,Hardman Johnston Global Advisors LLC,rj@johnstonasset.com,,Salesforce
10964379,Inactive Investor,Paul Kyrimis,,"Osaic Wealth, Inc. Peoria AZ Private Residence",,,Salesforce
11173415,Inactive Investor,Robert Beck,Financial Advisor,"Principal Securities, Inc. Altoona PA 350 Lakemont Park Blvd",,,Salesforce
10977794,Inactive Investor,Ruben Rakonczai,,"Raymond James & Associates, Inc.",ruben.rakonczai@raymondjames.com,,Salesforce
11156957,Inactive Investor,Abraham Mcallister,Advisor;Principal,ARM Financial LLC,,,Salesforce
11031482,Inactive Investor,Bradley Seib,Financial Advisor,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",bseib@financialguide.com,,Salesforce
11153308,Inactive Investor,Christopher Stillman,,"Halliday Financial, LLC",,,Salesforce
10964468,Inactive Investor,Morgan Baughman,,Morgan Stanley,,,Salesforce
11141257,Inactive Investor,Samuel Stroud,,Sigma Financial Corporation Erie PA 1001 State St,,,Salesforce
11304687,Inactive Investor,Zuzana Guggenheimer,Chief Financial Officer,Rpo Llc,,203-485-8800,Manual List Upload
11016955,Inactive Investor,Claudia Mundahl,Financial Advisor;First Vice President;Portfolio Management Associate,Morgan Stanley New Brunswick NJ 120 Albany St,claudia.mundahl@morganstanley.com,,Salesforce
11045540,Inactive Investor,Phillip Andrews,,MWA Financial Services Inc. Rose Bud AR 180 Hassell Way,phillip.andrews@modern-woodmen.org,,Salesforce
11234043,Inactive Investor,Carlos Ferreira,,Itau International Securities Inc.,,,Salesforce
10839739,Inactive Investor,Jetaindranath Sitahal,,PFS Investments Inc. West Palm Beach FL 9112 Hwy A1A Alt,jetain.sitahal@primerica.com,,Salesforce
10930050,Inactive Investor,Remus Shade,,PFS Investments Inc. Huntsville AL 1011 Oster Dr NW,remus.shade@primerica.com,,Salesforce
11045596,Inactive Investor,John Nangle,,"Osaic Wealth, Inc. Branson MO 500 W Main St",,,Salesforce
9593396,,xx xx,,,xx@xx.com,,List import
10616512,,Kerry Wiberg,,,kerry.wiberg@lpl.com,,List Import
9549768,,Jared Goldstrom,,,jgoldstrom@luxorcap.com,,List import
11189669,Inactive Investor,Jesse Barge,,"Northwestern Mutual Investment Services, LLC Cape Girardeau MO 1307 N Mount Auburn Rd",jesse.barge@nm.com,,Salesforce
9550235,,Stephen Chase,,,stephen.chase@thrivent.com,,List import
10782152,Inactive Investor,Michael Mullen,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,michael.mullen@ms.com,,Salesforce
11181675,Inactive Investor,Erika Dizon,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,erika.dizon@fmr.com,,Salesforce
10961822,Inactive Investor,Jackson Street,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9090898,,Candi M Bibbs,,,bibbsc52@gmail.com1,,Web Form Fillout
70033,,Jacob Ray,"Managing Member, CCO",Colorado Wealth Group Llc,jray@coloradowealthgroup.com,720-729-2500,Manual List Upload
11143818,Inactive Investor,Jason Lurie,Financial Advisor,Park Avenue Securities LLC Latham NY 1207 Troy Schenectady Rd,jason_lurie@glic.com,,Salesforce
65399,,Nelson Ball,,Commonwealth Financial Network,nball@commonwealth.com,508-366-7901,
10659658,,Jonathan McPharlin,,,jonathan.mcpharlin@jpmorgan.com,,List Import
10962526,Inactive Investor,Richard Smyth,Chief Compliance Officer;Founder;Managing Director;Managing Member,"Aionios Capital Partners, LLC",richard@aionios.us,,Salesforce
10835902,Inactive Investor,Erik Knutsen,Financial Advisor,Edward Jones Bountiful UT 3393 Orchard Dr,erik.knutsen@edwardjones.com,,Salesforce
9560297,,Boris Andrijanic,,,boris.andrijanic@fmr.com,,List import
10806111,Inactive Investor,Anthony Agbay,,Kovack Securities Inc. Troy MI 1441 W Long Lake Rd,,,Salesforce
10840814,Inactive Investor,Connor Heine,Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,connor.heine@ubs.com,,Salesforce
11260578,Inactive Investor,Daryl Brown,Associate Representative,Thrivent Investment Management Inc.,,,Salesforce
10819085,Inactive Investor,Joseph Lewandoski,Financial Advisor,Edward Jones Marysville MI 1100 Michigan Ave,joseph.lewandoski@edwardjones.com,,Salesforce
9616270,,xian sy,,,decimdekimu997@gmail.com,,List import
10858510,Inactive Investor,Brian Mitchell,Chief Compliance Officer;Partner;Portfolio Manager,Mitchell & Pahl Private Wealth,brian@mpprivatewealth.com,,Salesforce
4891273,,Đào Thúy,,,lylythi1yahoo.com@gmail.com,,
10616318,,Angela Cruz,,,acruz22@ml.com,,List Import
11088073,Inactive Investor,Thomas Hulick,Chief Compliance Officer;Chief Executive Officer,Strategy Asset Managers L.L.C.,,,Salesforce
10889394,Inactive Investor,David Covey,Investment Advisor Representative,Wootton Financial Group Inc,,,Salesforce
10873374,Inactive Investor,Kenneth Gilbertsen,,"Ausdal Financial Partners, Inc. Chicago IL 736 N Hudson Ave",,,Salesforce
9556304,,Evan Seibly,,,evan.seibly@unionbank.com,,List import
10814241,Inactive Investor,Anthony Marino,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,anthony.marino@opco.com,,Salesforce
11056839,Inactive Investor,Kristopher Wackerlin,,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
11133024,Inactive Investor,William George,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
353337,,David Farber,,David Farber,david.i.farber@gmail.com,,Other
10879485,Inactive Investor,Gregory Guss,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,gregoryguss.team@fidelity.com,,Salesforce
11077838,Inactive Investor,Ryan Richardson,Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11069749,Inactive Investor,James Acosta,,"Farmers Financial Solutions, LLC Pearland TX 2743 Smith Ranch Rd",jacosta2@farmersagent.com,,Salesforce
11171760,Inactive Investor,Ian Pugh,,J.P. Morgan Securities LLC Louisville KY 2209 Holiday Manor Ctr,ian.pugh@jpmorgan.com,,Salesforce
10690401,,Chukwudi Onyemaechi,,,onyemaechichukwudi560@gmail.com,,Web Form Fillout
373833,,Beth Elitzer,,[Unknown],brelitzer@gmail.com,,source
10856929,Inactive Investor,Andrew Windschitl,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,andrew.windschitl@ubs.com,,Salesforce
11141174,Inactive Investor,Michael Sherman,Co-Chief Investment Officer;Founder;Manager;Member,Schoolcraft Capital LLC,michael@schoolcraftcapital.com,,Salesforce
9543944,,Rao Prattipati,,,rprattipati@firstam.com,,List import
11114137,Inactive Investor,Jordan Bumgarner,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jordan.bumgarner@tiaa.org,,Salesforce
11170935,Inactive Investor,Paul Bonde,Senior Conversion Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,paul.bonde@lpl.com,,Salesforce
9557885,,Lillian Burns,,,bethburns@synovus.com,,List import
9558748,,Hoang Long,,,longkun711@gmail.com,,List import
10885041,Inactive Investor,Jordan Evans,,J.P. Morgan Securities LLC Downers Grove IL 1200 Ogden Ave,jordan.j.evans@jpmorgan.com,,Salesforce
10820081,Inactive Investor,Americo Salvetti,Managing Partner,The Salvetti Group,aj@thesalvettigroup.com,,Salesforce
9621176,,JP Doolin,,,jpdoolin@gmail.com,,List import
11188405,Inactive Investor,Douglas Rechkemmer,Financial Advisor,Edward Jones Loveland CO 525 Cleveland Ave,doug.rechkemmer@edwardjones.com,,Salesforce
11000093,Inactive Investor,Joel Brown,Investment Advisor,Fisher Investments,,,Salesforce
11079525,Inactive Investor,Stephen Hill,,The Huntington Investment Company Port Huron MI 3136 Lapeer Rd,stephen.hill@huntington.com,,Salesforce
222598,,David McGrath,,[Unknown],dwmcgrat@gmail.com,,source
10842371,Inactive Investor,Mark Wiebe,Financial Advisor,"Ameriprise Financial Services, LLC Wichita KS 10333 E 21st St N",mark.r.wiebe@ampf.com,,Salesforce
10757741,Inactive Investor,Nicholas Iammarino,Financial Advisor,LPL Financial LLC Carlsbad CA 5860 Owens Ave,nicholas.iammarino@lpl.com,,Salesforce
10399469,,Brian Kuiken,,,briannick@kuikenpro.com,,Web Form Fillout
11056655,Inactive Investor,Kevin Forget,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,kforget@primerica.com,,Salesforce
341479,,Michael Walker,Co-head Of Trading,"Brigade Capital Management, Lp",mw@brigadecapital.com,212-745-9700,Manual List Upload
153307,,Manuel Monteiro,,[Unknown],manelbcsm1@gmail.com,,Paid Social
10657812,,Joshua Allen,,,joshua.r.allen@chase.com,,List Import
11026724,Inactive Investor,Michael Kennedy,Financial Advisor,LPL Financial LLC Antioch CA 4839 Lone Tree Way,,,Salesforce
10882770,Inactive Investor,Richard Auteri,Wealth Advisor;Wealth Manager,LPL Financial LLC Iselin NJ 485 US Hwy 1 S,richard.auteri@lpl.com,,Salesforce
11217294,,Christopher Seebeck,,,christopher.seebeck@ampf.com,,Other
9624797,,? ?,,,zhoulei133@gmail.com,,List import
11108511,Inactive Investor,G Scott Newsom,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",scott.newsom@wellsfargoadvisors.com,,Salesforce
10619840,,Cory Rappaport,,,cgrappaport@stratwealth.com,,List Import
11101032,Inactive Investor,David Mcpherson,Chief Compliance Officer;Founder;Managing Member;Principal,Four Ponds Financial Planning,david@fourpondsfinancial.com,,Salesforce
11176347,Inactive Investor,Shaye Hillyer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10857294,Inactive Investor,Michele Rohde,Financial Advisor,"Ameriprise Financial Services, LLC Victoria TX 5606 N Navarro St",michele.rohde@ampf.com,,Salesforce
9578735,,Aaron Biederstedt,,,aaron@tcpasset.com,,List import
11177927,Inactive Investor,Paul Lee,Financial Advisor,Edward Jones Fredericksburg VA 2302 Emancipation Hwy,paul.lee@edwardjones.com,,Salesforce
9563483,,? ??,,,aresdoo@naver.com,,List import
11000634,Inactive Investor,Christopher Hodgson,Financial Professional,"MML Investors Services, LLC North Dartmouth MA 62 State Rd",,,Salesforce
10871288,Inactive Investor,Mark Hood,,"Cambridge Investment Research, Inc. State College PA 1315 S Allen St",mhood@athlonadvisors.com,814-235-9676,Salesforce
11030921,Inactive Investor,San San Truong,,J.P. Morgan Securities LLC Katy TX 6810 S Fry Rd,san-san.truong@jpmorgan.com,,Salesforce
9603685,,Sam Hope,,,samuelhope@yahoo.com,,List import
11204839,Inactive Investor,James Alger,,Stephens,,,Salesforce
10835469,Inactive Investor,Cynthia Snyder,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,cynthia.snyder.nz5y@statefarm.com,,Salesforce
10791744,Inactive Investor,Lori Wolfe Lazorik,Account Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Vero Beach FL 1701 Florida A1A,lori.wolfe-lazorik@ubs.com,,Salesforce
9606154,,Pranee Lntarvong,,,a2694110a@gmail.com,,List import
11042631,Inactive Investor,Leopoldo Guerrero,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,leopoldo.guerrero@primerica.com,,Salesforce
11167796,Inactive Investor,David Heese,,"First Palladium, LLC",,,Salesforce
10606347,,Stephen Mosca,"Branch Manager, Senior Vice President - Investments","Stifel, Nicolaus & Company, Incorporated",moscas@stifel.com,631-360-5700,List Import
10616980,,Jeffrey Heilman,,,jeffheilman@afpadvisor.com,,List Import
11088948,Inactive Investor,Cassie Mock,Co-Founder;Partner,1522 Financial,cassie.mock@1522financial.com,,Salesforce
9575232,,Brian Huxhold,,,brian.huxhold@suntrust.com,,List import
10760873,Inactive Investor,Edward Lewis,,"The Investment Center, Inc. Pittsburgh PA 1081 Greentree Rd",elewis@investmentctr.com,,Salesforce
9544955,,Eli Noto,,,eli@flexa.co,,List import
10759462,Inactive Investor,Chad Hoeft,,Citigroup Global Markets Inc.,chad.hoeft@citi.com,,Salesforce
10816061,Inactive Investor,Susan Garbarino,,LPL Financial LLC Sarasota FL 2601 Cattlemen Rd,susan.garbarino@lpl.com,,Salesforce
11056624,Inactive Investor,Jeremiah Mumm,,"Osaic Wealth, Inc. Nebraska City NE 920 Central Ave",,,Salesforce
11121512,Inactive Investor,Gregory Lawson,,LPL Financial LLC South Bend IN Private Residence,gregory.lawson@lpl.com,,Salesforce
11192044,Inactive Investor,Robert Abbott,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,bobabbott.team@fidelity.com,,Salesforce
11107346,Inactive Investor,Tayton Bair,,"Ameritas Investment Company, LLC Flagstaff AZ 510 N Humphreys St",tayton.bair@ameritas.com,,Salesforce
10883909,Inactive Investor,Christopher Nicola,Financial Advisor,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",chris.nicola@voya.com,,Salesforce
11176761,Inactive Investor,Carla Crossley,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,,,Salesforce
10859952,Inactive Investor,Claudia Brown,,Commonwealth Financial Network Plano TX 5700 W Plano Pkwy,,,Salesforce
11147872,Inactive Investor,Charlie Tingen,Financial Advisor,"Ameriprise Financial Services, LLC Morehead City NC 301 Commerce Ave",charlie.l.tingen@ampf.com,,Salesforce
10778755,Inactive Investor,S Pavlatos,,Cetera Financial Specialists LLC Mt. Prospect IL Private Residence,s.pavlatos@ceterafs.com,,Salesforce
10794835,Inactive Investor,Daniel Guden,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
28862,,David Rishel,CCO,Bls Capital Fondsmaeglerselskab A/s,drishel@hardincompliance.com,004-545-584020,
11098705,Inactive Investor,Katherine Ferenc,,"Raymond James & Associates, Inc. Kalamazoo MI 125 S Kalamazoo Mall",katherine.minehart@raymondjames.com,,Salesforce
11178515,Inactive Investor,Kelly Morris,Financial Advisor,"Independent Financial Group, LLC Carlsbad CA 701 Palomar Airport Rd",,,Salesforce
9581019,,Angelo Poletis,,,apoletis@schgroup.com,,List import
11143549,Inactive Investor,David Brown,Partner;Wealth Advisor,William Blair,dbrown@williamblair.com,,Salesforce
337688,,Linda Gibson,"CEO & Chairman, Board Of Managers",Pgim Quantitative Solutions,linda.gibson@qmassociates.com,973-367-4653,Manual List Upload
10951539,Inactive Investor,Galen McKay,Branch Examiner,Thrivent Investment Management Inc.,galen.mckay@thrivent.com,,Salesforce
10866764,Inactive Investor,Douglas Esenwine,Financial Advisor,"Citizens Securities, Inc. Willoughby OH 9231 Chillicothe Rd",douglas.esenwine@ccoinvest.com,,Salesforce
10958178,Inactive Investor,Matthew Hecht,Financial Advisor,Citigroup Global Markets Inc. Thornwood NY 1022 Broadway,matthew.hecht@citi.com,,Salesforce
11114685,Inactive Investor,Md Hossain,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,md.s.hossain@us.hsbc.com,,Salesforce
343767,,Vivian Kumana,Executive Assistant,"The Sterling Group, L.p.",vkumana@sterling-group.com,713-877-8257,Manual List Upload
237426,, -,,[[Unknown]],gradi20@hotmail.com,,
11230870,Inactive Investor,Eric Chan,,LPL Financial LLC Los Angeles CA 11620 Wilshire Blvd,eric.chan@lpl.com,,Salesforce
11014249,Inactive Investor,Josh Martin,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",,,Salesforce
129096,,Sherry Bednarski,,"Wipfli Financial Advisors, Llc",sbednarski@wipflifinancial.com,(608) 836-3600,
221313,,Jonathan Charbonneau,,[Unknown],jmcharbonneau10@gmail.com,,Paid Search
10917593,Inactive Investor,Keith Dewey,Financial Advisor;Vice President,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",keith.dewey@equitable.com,,Salesforce
11219136,,Melinda Miller,,,melinda.miller@ceterafs.com,,Other
10810511,Inactive Investor,Jessica Ott,Chief Compliance Officer;Director - Client Service,"PYA Waltman Capital, LLC Knoxville TN 2076 Lakeside Centre Way",jott@pyawaltman.com,,Salesforce
10877699,Inactive Investor,Alexa Celis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",alexa.celis@ml.com,,Salesforce
11259872,Inactive Investor,Sidney Camarena,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
151784,,Quenni King,,[Unknown],quenni@gmail.com,,
10823210,Inactive Investor,Michael Heiser,Regulatory Risk Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",michael.heiser@rbc.com,,Salesforce
10606338,,Mitchell Hassenbein,"Business Development Manager, Managing Director - Investments",Oppenheimer & Co. Inc.,mitchell.hassenbein@opco.com,516-733-1376,List Import
9626251,,Pavlos Evangelou,,,pavlosol@gmail.com,,List import
7278006,,Julier Hines,,,nathanial2016@gmail.com,,Web Form Fillout
10886232,Inactive Investor,Michelle Burson,,Fidelity Brokerage Services LLC,,,Salesforce
1001314,Inactive Investor,Nabeel Qadri,,Protocol Ventures,nabeel@protocolventures.com,,3rd Party Lead Gen
10843106,Inactive Investor,Gary Hokin,Investment Advisor Representative;Owner;President,Hokin Investment Advisors Inc.,gary@hokinadvisors.com,,Salesforce
11132154,Inactive Investor,Jordan Curnutt,Financial Planner;Secretary;Treasurer,"Quantum Financial Planning Services, Inc.",,,Salesforce
9577443,,Dean Mandanici,,,dean.mandanici@suntrust.com,,List import
9647442,,Phil Bickett,,,paboctober@gmail.com,,List import
75029,,Bradfield Page,,Fidelity Personal and Workplace Advisors,bradfield.page@fidelity.com,,
9613414,,Charles Asfour,,,casfour@vpcadvisors.com,,List import
10611923,,Kevin Nichols,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President",,kevin.nichols@morganstanley.com,,List Import
10938345,Inactive Investor,Jamel Ramsey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
236513,, -,,[[Unknown]],kabiruismail94@gmail.com,,
10484944,,Vint Stevenson,"Chief Compliance Officer, Owner",Stevenson Advisory Services & Investments,vintwstevenson@yahoo.com,,List Import
10843329,Inactive Investor,Brendan McBrien,,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",bmcbrien@wfafinet.com,,Salesforce
11093803,Inactive Investor,Saul Simon,,"Osaic FA, Inc. Iselin NJ 99 Wood Ave S",simonsays@lfg.com,,Salesforce
10941100,Inactive Investor,Mitchell Sienkiewicz,Private Client Associate,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,msienkiewicz@janney.com,,Salesforce
190561,,Abhijit Dhar,,Self,adhar00@gmail.com,5126561173,
10822179,Inactive Investor,Kendyl Howard,Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,kendyl.smith@ubs.com,,Salesforce
9550030,,Patrick Lao,,,patricklao01@gmail.com,,List import
11199302,Inactive Investor,Nirmala Singh,,J.P. Morgan Securities LLC Kirkland WA 215 Kirkland Ave,nirmala.singh@jpmorgan.com,,Salesforce
9636708,,Marco Tuesta,,,mtuesta@efgcapital.com,,List import
11232405,Inactive Investor,Preston Kriel,,PFS Investments Inc. Tipp City OH 855 N 3rd St,pkriel@primerica.com,,Salesforce
11107354,Inactive Investor,Sarah Houle-Johns,,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,sarah.houlejohns@ceterainvestors.com,,Salesforce
9610160,,Thomas Tjaden,,,tom@fraonline.com,,List import
10983423,Inactive Investor,Christopher Perez,Director;Director - Operations;Partner,Palladio Consulting LLC Powell Butte OR 17697 SW Chaparral Dr,,,Salesforce
9602139,,Michael Matson,,,michael@matsonfinancialadvisors.com,,List import
10839035,Inactive Investor,Joseph Baczkowski,President,Baczkowski & Company,,,Salesforce
10957043,Inactive Investor,Chioma Peter,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",chioma.e.peter@ml.com,,Salesforce
9549126,,Eva Green,,,eva.green@transamerica.com,,List import
10981605,Inactive Investor,Tayler Terranova,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10977285,Inactive Investor,Mark Spieldenner,,Cetera Advisor Networks LLC Sylvania OH 5800 Monroe St,,,Salesforce
10892525,Inactive Investor,Sandra Gee,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",sandra.gee@nm.com,,Salesforce
11173816,Inactive Investor,Andrew Krauss,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",andrew.krauss@equitable.com,,Salesforce
11189477,Inactive Investor,Cole Milam,,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,cole.milam@lpl.com,,Salesforce
11190544,Inactive Investor,Natalie Kincs,Client Service Associate,"Ameriprise Financial Services, LLC Saint Paul MN 959 Old Hwy 8 NW",natalie.kincs@ampf.com,,Salesforce
11046741,Inactive Investor,Alexander Plumb,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10858704,Inactive Investor,Brian Schweitzer,,Fidelity Brokerage Services LLC Exton PA 300 Main St,brian.schweitzer@fidelity.com,,Salesforce
10615181,,Conner McGee,"Director - Alternative Investments, Executive Director, Financial Advisor, Insurance Planning Director, Portfolio Management Dir",,conner.mcgee@morganstanley.com,,List Import
11189128,Inactive Investor,Robert Richmond,Managing Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,robert.g.richmond@jpmorgan.com,,Salesforce
11118038,Inactive Investor,Ashley Caneso,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",ashley.caneso@ampf.com,,Salesforce
9738,,Robert Dickey,,Retired,rjdickeyjr@aol.com,2405863442,Organic Search
10766331,Inactive Investor,Karel Giraldo,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 12200 SW 8th St",karel.giraldo@wellsfargoadvisors.com,,Salesforce
11170910,Inactive Investor,Sara Church,,LPL Financial LLC Winchester VA 100 W Jubal Early Dr,sara.church@lpl.com,,Salesforce
11040943,Inactive Investor,Jennifer Roberts,Financial Advisor,Edward Jones Oak Ridge TN 687 Emory Valley Rd,,,Salesforce
9621011,,Jon Braught,,,jonbraught@gmail.com,,List import
11110906,Inactive Investor,Corey Golden,Chief Compliance Officer;Financial Planner;Managing Director;Managing Member,Golden Wealth Management,corey@goldenwealthmgmt.com,,Salesforce
1004292,Inactive Investor,Chris Conkell,,Chris Conkell,chris.conkell@cahabawealth.com,,3rd Party Lead Gen
10853365,Inactive Investor,Lawrence Toriello,Financial Advisor;Senior Vice President;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 205 Detroit St,lawrence.toriello@ubs.com,,Salesforce
10963662,Inactive Investor,Ty Kopke,Chief Compliance Officer;Owner,Silver Oak Leaf Financial Services L.L.C. Bluffton SC 48 Richland Dr,,,Salesforce
10810837,Inactive Investor,Mark Cote,Financial Advisor;Senior Vice President,Morgan Stanley Worcester MA 100 Front St,mark.g.cote@morganstanley.com,,Salesforce
10790563,Inactive Investor,Seth Fierston,Chief Compliance Officer;Co-President,Fierston Financial Group Inc,seth@fierston.com,,Salesforce
11135699,Inactive Investor,Richard Ward,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",,,Salesforce
11080484,Inactive Investor,Brian Orr,Financial Advisor,Oppenheimer & Co. Inc. Monroeville PA 2790 Mosside Blvd,brian.orr@opco.com,,Salesforce
11175822,Inactive Investor,Robert Everton,,NYLIFE Securities LLC Harpers Ferry WV Private Residence,reverton@ft.newyorklife.com,,Salesforce
10967292,Inactive Investor,Neil Martensen,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11089529,Inactive Investor,Nathaniel Chapman,,Thrivent Investment Management Inc. Denver CO 501 S Cherry St,nchapman@pksinvest.com,,Salesforce
2577332,,David Toufanpour,,,dht9ne@gmail.com,,
3633949,,Sharon Taylor,,,sharontaylor21216@gmail.com,,Web Form Fillout
10879690,Inactive Investor,Adedire Fakorede,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 770 Broadway",adedire.fakorede@ml.com,,Salesforce
9576098,,Christopher Sullivan,,,solle1999@yahoo.com,,List import
9556759,,Benjamin Weinstock,,,ben@kovacksecurities.com,,List import
10959462,Inactive Investor,Troy Vincent,,Commonwealth Financial Network Olean NY 516 Main St,,,Salesforce
10810212,Inactive Investor,Michele Huddleston,Private Wealth Advisor,"Ameriprise Financial Services, LLC Greenville SC 465 Woodruff Rd",,,Salesforce
9593346,,Taylor Catarozoli,,,tcatarozoli@libertyhallcapital.com,,List import
9861,,Sang F Leong,,Private investor,sang.leong@gmail.com,73261+86146,
11181910,Inactive Investor,Brian Schmitz,Financial Advisor;Owner;Partner,"Structured Wealth Management, Inc.",bschmitz@structuredplan.com,,Salesforce
11019545,Inactive Investor,Bertha Samaniego,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11095964,Inactive Investor,Malik Lee,Chief Compliance Officer;Investment Advisor Representative;Managing Principal,"Felton & Peel Wealth Management, Inc. Atlanta GA 800 Battery Ave SE",malik@feltonandpeel.com,,Salesforce
11232546,Inactive Investor,Teresa Maniere,,"Wells Fargo Advisors Financial Network, LLC Saint Clair Shores MI 24825 Little Mack Ave",,,Salesforce
9605866,,Aaron Smith,,,aaron.smith@lpl.com,,List import
9577167,,John Smith,,,smith.john@uaho.com,,List import
10919085,Inactive Investor,Mary Wong,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",mary.wong@tfaconnect.com,,Salesforce
4034819,,Philipp Schmitz,,,philipp.schmitz@mail.de,,Web Form Fillout
10783615,Inactive Investor,Bradford Jacobowitz,,Interactive Brokers LLC,bjacobowitz@interactivebrokers.com,,Salesforce
10965696,Inactive Investor,Jon Owen,,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",,,Salesforce
338474,,Mark Larussa,Chief Operating Officer,"Sterling Investment Counsel, Llc",mlarussa@sterinv.com,716-783-7054,Manual List Upload
10896233,Inactive Investor,Abdul Badruddin,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",abadruddin@financialguide.com,,Salesforce
11097060,Inactive Investor,Justin Arfsten,Financial Advisor,Great Waters Financial,justin.arfsten@mygreatwaters.com,,Salesforce
10999987,Inactive Investor,Brian Davis,,State Farm VP Management Corp. Powell OH 3944 N Hampton Dr,brian.davis.krai@statefarm.com,,Salesforce
10897245,Inactive Investor,Grant Kincade,Financial Advisor,LPL Financial LLC Visalia CA 2301 S Mooney Blvd,grant.kincade@lpl.com,,Salesforce
11173041,Inactive Investor,Philip Sacco,,PNC Investments Trenton NJ 2445 Kuser Rd,philip.sacco@pnc.com,,Salesforce
11130889,Inactive Investor,Teresa Schafer,Chief Compliance Officer,Sargent Investment Group Bethesda MD 7250 Woodmont Ave,tschafer@sargentinvestmentgroup.com,,Salesforce
11149400,Inactive Investor,Brandon Krupp,Financial Associate;Office Manager,Thrivent Investment Management Inc. Chilton WI 14 W Main St,brandon.krupp@thrivent.com,,Salesforce
10877867,Inactive Investor,Philip Roberts,Financial Advisor,"Bleakley Financial Group, LLC",phil.roberts@bleakley.com,,Salesforce
11176153,Inactive Investor,Samuel Wolf,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easley SC 6091 Calhoun Memorial Hwy",samuel.wolf@ml.com,,Salesforce
9589504,,Stefan Prvanov,,,sprvanov@bfadvisors.com,,List import
11175625,Inactive Investor,Arthur Tzouganatos,Financial Advisor;Financial Planning Specialist;Senior Vice President;Workplace Advisor,Morgan Stanley Boston MA 28 State St,arthur.tzouganatos@morganstanley.com,,Salesforce
10801221,Inactive Investor,Lawrence Fishman,,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",larry.fishman@wellsfargoadvisors.com,,Salesforce
10807890,Inactive Investor,Kevin Fiscus,,UBS Financial Services Inc. Billings MT 401 N 31st St,kevin.fiscus@ubs.com,,Salesforce
10849314,Inactive Investor,Delia Espinosa,Client Advisor,UBS Financial Services Inc. Miami FL 100 SE 2nd St,delia.espinosa@ubs.com,,Salesforce
11142526,Inactive Investor,Jessica Fattori,,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",jessica.fattori@rbc.com,,Salesforce
10900042,Inactive Investor,Kevin Northup,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,knorthup@rwbaird.com,,Salesforce
9546078,,Paul Malin,,,paul.malin@gmail.com,,List import
11123953,Inactive Investor,Christopher Gallo,Financial Advisor;Vice President,Hilltop Securities Inc. San Francisco CA 50 California St,christopher.gallo@hilltopsecurities.com,,Salesforce
9567685,,Anthony Monastero,,,anthony.monastero@53.com,,List import
11013253,Inactive Investor,Julie Stoever,,"Stoever, Glass & Company Inc.",jstoever@stoeverglass.com,,Salesforce
11053757,Inactive Investor,Miguel Alfaro,,State Farm VP Management Corp. Petaluma CA 300 Washington St,,,Salesforce
10847630,Inactive Investor,Angella Johnson,,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",angela.s.johnson@wellsfargo.com,,Salesforce
119329,,Sheila Cranford,,"SunTrust Advisory Services, Inc.",sheila.cranford@suntrust.com,336-373-5100,
9547122,,Cortland Golightly,,,cgolightly@insight2wealth.com,,List import
10873415,Inactive Investor,Kirk Collins,Financial Consultant,LPL Financial LLC Fort Wayne IN 7321 W Jefferson Blvd,kirk.collins@lpl.com,,Salesforce
168257,,Peter Lewis,,[Unknown],peterlewis0827@gmail.com,,Paid Social
11200425,Inactive Investor,Lauris Norton,Senior Client Service Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,lauris.norton@morganstanley.com,,Salesforce
11023478,Inactive Investor,James Prandi,,"Farmers Financial Solutions, LLC Strongsville OH 15286 Pearl Rd",jprandi@farmersagent.com,,Salesforce
11099924,Inactive Investor,Paul Costello,Chief Compliance Officer;Partner,"Costello Financial Planning, Inc.",paul@costellofp.com,,Salesforce
10813670,Inactive Investor,Peter Cote,,LPL Financial LLC Springfield MA 1 Monarch Pl,peter.cote@lpl.com,,Salesforce
10964100,Inactive Investor,Hunter Lanton,,"Herold & Lantern Investments, Inc.",hunter@heroldlantern.com,,Salesforce
11138223,Inactive Investor,Jason Rupp,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",jason.rupp@nm.com,,Salesforce
9567497,,Eric Cumley,,,eric@olympicwm.com,,List import
11211842,Inactive Investor,Robert Armieri,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Garden City NY 1001 Franklin Ave",robert.e.armieri@ampf.com,,Salesforce
10773315,Inactive Investor,William Turner,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",william.turner@ml.com,,Salesforce
10957891,Inactive Investor,Debbie Merlos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beltsville MD 10630 Baltimore Ave",debbie.merlos@ml.com,,Salesforce
10864079,Inactive Investor,Edward Gay,Financial Planner,Integrated Wealth Concepts LLC Worcester MA 100 North Pkwy,ed.gay@ifpadvisor.com,,Salesforce
10918379,Inactive Investor,Frances Devaney,,LPL Financial LLC Yorktown Heights NY 1911 Commerce St,frances.devaney@lpl.com,,Salesforce
10927490,Inactive Investor,Aidan Scattaregia,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10754252,Inactive Investor,Jose Arredondo,International Client Advisor;Private Wealth Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,jose.arredondo@morganstanley.com,,Salesforce
9633276,,jone tregor,,,relsreviewer@gmail.com,,List import
11182574,Inactive Investor,Simon Giraldo,,VectorGlobal WMG,,,Salesforce
10752740,Inactive Investor,Gustavo Klimberg,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,gustavo.klimberg@morganstanley.com,,Salesforce
9635952,,Taylor Semple,,,tsemple@northeastinvest.com,,List import
11138684,Inactive Investor,Alex Hudak,,"Raymond James Financial Services, Inc. Bozeman MT 1482 N 15th Ave",alex.hudak@raymondjames.com,,Salesforce
11129381,Inactive Investor,Antonios Kypreos,Director - Portfolio Management;Founder;Managing Member,Axion Financial Group LLC,akypreos@axionfinancial.com,,Salesforce
10916783,Inactive Investor,Joseph Masella,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,j.masella@lpl.com,,Salesforce
10916517,Inactive Investor,Danny Smith,Financial Advisor,Thrivent Investment Management Inc. Moscow ID 409 S Jackson St,dan.smith@thrivent.com,,Salesforce
9584057,,Alden Robertson,"Group Manager, Investment Advisor, Investment Counselor",Fisher Investments,a.robertson@fi.com,,List import
9612984,,Richard Arkwright,,,rarkwright@williamblair.com,,List import
11061074,Inactive Investor,Mandir Nagdev,,LPL Financial LLC Sacramento CA 3610 American River Dr,mandir.nagdev@lpl.com,,Salesforce
122407,,Aaron Pierce,,Mutual Trust Advisory Group,aaron@mtagrp.com,(239) 908-1959,Paid Search
11023959,Inactive Investor,Brett Carlini,,State Farm VP Management Corp. Aurora CO 20269 E Smoky Hill Rd,,,Salesforce
9631737,,ANASTASIOS Zacharopoulos,,,azaharop@gmail.com,,List import
10995975,Inactive Investor,Andres Barrero,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",andres.barrero@schwab.com,,Salesforce
11090252,Inactive Investor,Brian James,Director - Investments;Managing Partner;Wealth Advisor,Ullmann Wealth Partners,bjames@ullmannwealthpartners.com,,Salesforce
11217398,,Bryan Magerkurth,,,bryan.magerkurth@usaa.com,,Other
9602002,,Nguyen Cuong,,,simondalat@gmail.com,,List import
10893856,Inactive Investor,Hayden Viviano,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,hayden.viviano@fidelity.com,,Salesforce
11217988,,Katherine Kelliher,,,kkelliher@moorscabot.com,,List Import
11083185,Inactive Investor,Todd Everingham,,Cetera Investment Services LLC Marion OH 125 Eastlawn Dr,todd.everingham@ceterais.com,,Salesforce
10949087,Inactive Investor,Andrew Barnes,Head - Financial Planning,Traction Financial Partners Littleton CO 8321 S Sangre De Cristo Rd,drew.barnes@tractionfp.com,,Salesforce
10875602,Inactive Investor,Steven Fielder,Senior Client Associate,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",steve.fielder@rbc.com,,Salesforce
10898866,Inactive Investor,Matthew Olson,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Lincoln NE 8555 Executive Woods Dr",olsonm@stifel.com,,Salesforce
1697887,,Naga Maddipati,,[Unknown],nagakiran_m@yahoo.com,,
10719823,,Ross K,,,loghomesbc@hotmail.com,,Web Form Fillout
11064683,Inactive Investor,Blane Franca,Financial Advisor,Edward Jones Sonora CA 19060 Standard Rd,blane.franca@edwardjones.com,,Salesforce
350835,,Diana Urdaneta,Senior Vice President,Creand Management,dprat@betacap.com,305-358-8844,Manual List Upload
11035262,Inactive Investor,Rachel Kieras,Financial Advisor,Edward Jones Grand Rapids MI 959 Wealthy St SE,rachel.kieras@edwardjones.com,,Salesforce
11022833,Inactive Investor,Jesse Miranda,,J.P. Morgan Securities LLC Merrillville IN 1837 E 80th Ave,jesse.miranda@jpmorgan.com,,Salesforce
9604793,,Miles Hardin,,,miles.hardin@lpl.com,,List import
11101386,Inactive Investor,Michael Lambert,Member;Partner,Tillman Hartley LLC Nashville TN 40 Burton Hills Blvd,mlambert@tillmanhartley.com,,Salesforce
10916152,Inactive Investor,Jason Butler,,"FBL Marketing Services, LLC Creston IA 206 N Elm St",jason.butler@fbfs.com,,Salesforce
10949526,Inactive Investor,Jason Gross,,LPL Financial LLC Texarkana TX 2401 Moores Ln,jason.gross@lpl.com,,Salesforce
9596517,,Richard Carolan,,,rfc@bluefincapital.com,,List import
10877255,Inactive Investor,Joshua Parrish,Financial Consultant,Stephens Winston Salem NC 101 S Stratford Rd,jparrish@stephens.com,,Salesforce
11085194,Inactive Investor,Carrie Bowman,Financial Advisor,LPL Financial LLC Wheeling WV 75 Edgington Ln,carrie.bowman@lpl.com,,Salesforce
10870216,Inactive Investor,Lisa Albrecht,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",lisa.h.albrecht@ampf.com,,Salesforce
108058,,Pavan Batchu,,Pavan’s investors,pavankbatchu@gmail.com,2087619204,
70509,,Brant Sarber,,United States,brantsarber@gmail.com,,
9627999,,Suzanne O'Halloran,,,suzanne.ohalloran@fox.com,,List import
10812048,Inactive Investor,Andrew Harding,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",andrew.d.harding@ml.com,,Salesforce
10819696,Inactive Investor,Alireza Hashemi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",alireza.hashemi@ml.com,,Salesforce
10764068,Inactive Investor,David Fields,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",david.fields@wellsfargoadvisors.com,,Salesforce
9603537,,John August,,,augustjohn27.ja@gmail.com,,List import
10987804,Inactive Investor,Jorge Aguero,,PFS Investments Inc. Port Charlotte FL 1777 Tamiami Trl,,,Salesforce
11182778,Inactive Investor,David Hillard,Branch Director;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",david.hillard@rbc.com,,Salesforce
11015997,Inactive Investor,Christopher Collins,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",,,Salesforce
9127811,,Elaine Buckberg,,,ebuckberg@gmail.com,,List Import
9635491,,Rande Price,,,rprice@cisinvest.com,,List import
9579139,,David Wolk,,,djwdoc@comcast.net,,List import
10851403,Inactive Investor,Jeffry Vogel,Financial Advisor;Partner;President;Regulatory Contact,"RetireWise Tax and Wealth Advisors, Inc.",jvogel@cfgks.com,,Salesforce
10948569,Inactive Investor,Jeremy McGraw,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,Merit Investment Management,,,Salesforce
11109043,Inactive Investor,Colton Mccall,,"Bankers Life Securities, Inc. Lake Ozark MO 754 Bagnell Dam Blvd",colton.mccall@bankerslife.com,,Salesforce
11093592,Inactive Investor,Blake Cate,Chief Compliance Officer;Managing Member,"SMEAC Financial, LLC",,,Salesforce
10844958,Inactive Investor,Jody Lafont,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
11080008,Inactive Investor,Trevor Gilbert,Financial Advisor,Edward Jones San Angelo TX 4102 S Jackson St,trevor.gilbert@edwardjones.com,,Salesforce
10809553,Inactive Investor,Tammy Milliorn,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",,,Salesforce
11007485,Inactive Investor,Consuelo Wicks-Reiter,Client Service Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,connie.wicks-reiter@morganstanley.com,,Salesforce
11154602,Inactive Investor,Dominique Miles,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10883850,Inactive Investor,Henrique Lucena,,Laidlaw & Company (UK) Ltd. Miami FL 2 Alhambra Plz,hlucena@laidlawltd.com,,Salesforce
11135118,Inactive Investor,Peter Swansen,,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",pswansen@nationallife.com,,Salesforce
10858619,Inactive Investor,E Barrett,,PFS Investments Inc. Quakertown PA 101 E Mill St,e.barrett@primerica.com,,Salesforce
11202652,Inactive Investor,Helen Ku,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,helen.ku@fmr.com,,Salesforce
10898365,Inactive Investor,James Rutledge,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sylvania OH 5800 Monroe St",,,Salesforce
9565058,,Andrew Townes,,,andrew.townes4@gmail.com,,List import
11001835,Inactive Investor,Marcos Colon,,"First Command Brokerage Services, Inc. Warner Robins GA 4027 Watson Blvd",mecolon@firstcommand.com,,Salesforce
11088838,Inactive Investor,Brian Lampsa,Senior Vice President - Investments,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",brian.lampsa@raymondjames.com,,Salesforce
11085631,Inactive Investor,Saul Hernandez,,"Wells Fargo Clearing Services, LLC Lake Forest CA 24251 Rockfield Blvd",saul.ruvalcabahernandez@wellsfargoadvisors.com,,Salesforce
11063788,Inactive Investor,Mckay Money,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11029696,Inactive Investor,Royce Ramey,Co-Chief Executive Officer,"Versant Capital Management, Inc. Dallas TX 11700 Preston Rd",roycer@versantcm.com,,Salesforce
152080,,andrew lee,,[Unknown],andrewlee500@gmail.com,,Organic Search
10947996,Inactive Investor,Jose Batres,,J.P. Morgan Securities LLC San Jose CA 4055 Evergreen Village Sq,jose.m.batres@jpmorgan.com,,Salesforce
11032287,Inactive Investor,John Cullinan,,LPL Financial LLC Melville NY 105 Maxess Rd,john.cullinan@lpl.com,,Salesforce
11020324,Inactive Investor,Sara Freed,,J.P. Morgan Securities LLC Louisville KY 12016 Shelbyville Rd,sara.m.freed@chase.com,,Salesforce
9600114,,John Varones,,,john.varones@systimacapital.com,,List import
11229970,Inactive Investor,Cameron Tackley,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,ctackley@ft.newyorklife.com,,Salesforce
10772506,Inactive Investor,Jonathan Awad,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,jonathan.awad@ubs.com,,Salesforce
8481049,,Royal Donigan,,Jefferies LLC,rdonigan@jefferies.com,(310) 561-5556,List Import
350100,,Charlene Merner,Senior Managing Advisor,"Bkd Wealth Advisors, Llc",cmerner@bkd.com,(630) 545-4747,
11012033,Inactive Investor,Paul Heuschele,,"Hantz Financial Services, Inc. Mount Pleasant MI 2185 E Pickard Rd",paul.heuschele@hantzgroup.com,,Salesforce
351213,,Edward Hartman,Managing Director,Caledonia (private) Investments Pty Limited,ehartman@caledonia.com.au,011-612-92557600,Manual List Upload
10866054,Inactive Investor,Peggy Horton,,State Farm VP Management Corp. Saco ME 224 Main St,peg.poulin.c569@statefarm.com,,Salesforce
221351,,Ben Washburn,,[Unknown],benjaminwashburn@gmail.com,,
10868084,Inactive Investor,Jennifer Meyer,,"Raymond James Financial Services, Inc. Rockville MD 15245 Shady Grove Rd",jennifer.meyer@raymondjames.com,,Salesforce
128131,,Abbey Henderson,,"Cwm, Llc",ahenderson@carsoninstitutional.com,,
11166830,Inactive Investor,Elizabeth Silver,,"Sanctuary Securities, Inc. Bloomfield Hills MI 40900 Woodward Ave",esilver@sanctuarywealth.com,,Salesforce
10810764,Inactive Investor,Tyler Ticen,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley San Francisco CA 555 California St,tyler.ticen@morganstanley.com,,Salesforce
10866521,Inactive Investor,Robert Hurlburt,Chief Executive Officer;Financial Specialist;President,Hurlburt Financial,rob@hurlburtfinancial.com,,Salesforce
11111198,Inactive Investor,David Parkes,,Park Avenue Securities LLC Campbell CA 910 E Hamilton Ave,,,Salesforce
10991163,Inactive Investor,Brian Prentice,Wealth Advisor,Advisory Services Network Pearl City HI Private Residence,,,Salesforce
9571848,,William Saylor,,,william.saylor@valic.com,,List import
226720,, -,,[[Unknown]],doigts.agiles.68@gmail.com,,Initial Salesforce Import
11012497,Inactive Investor,William Heimrich,,"Allstate Financial Services, LLC Sparks Glencoe MD 913 Ridgebrook Rd",williamheimrich@allstate.com,,Salesforce
10997375,Inactive Investor,Leah Weinberg,,"Osaic Wealth, Inc. Chestnut Hill MA 822 Boylston St",,,Salesforce
10489991,,Keith Kozubal,Financial Advisor,Western Wealth Management LLC Frisco CO 720 N Summit Blvd,keith@rsiinvest.com,,List Import
9638531,,Nathan Armstrong,,,nate_armstrong@ml.com,,List import
10940371,Inactive Investor,Justin Devine,Insurance Associate,Janney Montgomery Scott LLC,jdevine@janney.com,,Salesforce
11192149,Inactive Investor,Clayton McMurdie,Financial Advisor,Edward Jones Logan UT 1309 N Main St,clayton.mcmurdie@edwardjones.com,,Salesforce
11111665,Inactive Investor,Wayde Walker,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10823834,Inactive Investor,Valerie Kreidler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10955722,Inactive Investor,Neer Hodorov,Chief Compliance Officer;Managing Member;Portfolio Manager,"Magen Wealth Management, LLC",neer@magenwm.com,,Salesforce
10801030,Inactive Investor,Sherry Leriger,,"FBL Marketing Services, LLC Fremont NE 1900 E Military Ave",sherry.leriger@fblfinancial.com,,Salesforce
11088370,Inactive Investor,Scott Hoffmeyer,Financial Advisor,Edward Jones Colleyville TX 1120 Glade Rd,scott.hoffmeyer@edwardjones.com,,Salesforce
10954148,Inactive Investor,Rebecca Mccoy,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rebecca_mccoy@vanguard.com,,Salesforce
11218813,,Anita Schexnayder,,,anita_schexnayder@hancockbank.com,,Other
11057451,Inactive Investor,Matthew Harris,Financial Advisor,Edward Jones Lake Oswego OR 145 Evergreen Rd,matt.d.harris@edwardjones.com,,Salesforce
10936497,Inactive Investor,Darren Young,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
341182,,Ann Aurilia,Client Relationship Associate,"Vigilant Capital Management, Llc",aaurilia@vigilantcap.com,207-523-1110,Manual List Upload
10619774,,Roger Smithberg,,,rsmithberg@sanctuarywealth.com,,List Import
11052453,Inactive Investor,Benjamin Johnson,Chief Compliance Officer;Managing Member,FRG Family Wealth Advisors,benj@financialprtnr.com,,Salesforce
11051442,Inactive Investor,Jennifer Raines,Assistant Vice President;Wealth Management Associate,Morgan Stanley Berwyn PA 899 Cassatt Rd,,,Salesforce
11184586,Inactive Investor,Michael Brewer,Branch Manager;Executive Director,Morgan Stanley Orlando FL 201 E Pine St,michael.brewer@morganstanley.com,,Salesforce
10487637,,Mikayla Born,Financial Professional,"Equitable Advisors, LLC",mikayla.born@equitable.com,,List Import
11163902,Inactive Investor,Arlon Enmeier,,"Osaic Wealth, Inc. San Clemente CA 241 Avenida del Mar",,,Salesforce
128184,,Eric Hrebic,,"Forum Financial Management, Lp",ehrebic@forumfin.com,,
11117144,Inactive Investor,Karen Hartigan,,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,karen.hartigan@primerica.com,,Salesforce
11079876,Inactive Investor,William Ames,First Vice President;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Joseph MO 1806 Oakridge Cir",amesk@stifel.com,,Salesforce
372839,,Dr Levey,,United States,dslevey@aol.com,,source
347881,,Bascom Kurtz,,"VALIC Financial Advisors, Inc.",bascom.kurtz@valic.com,866-544-4968,
239156,,Waleed Mohamed,We can do it,Bitcoin,waleedcoin36@gmail.com,201022871255,Direct
11016969,Inactive Investor,Lexter Fennell,Financial Advisor,Edward Jones Concord NC 143 Union St S,lex.fennell@edwardjones.com,,Salesforce
10933266,Inactive Investor,Lori Preston,,Cetera Advisor Networks LLC Albany NY 20 Corporate Woods Blvd,,,Salesforce
11174901,Inactive Investor,Jeffrey Stout,,"Osaic Wealth, Inc. Mountain Home AR 351 E 9th St",jstout@royalaa.com,,Salesforce
11162432,Inactive Investor,Ronald Mendoza,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,ronald.mendoza@lpl.com,,Salesforce
9588873,,Luis Fondevila,,,luis_fondevila@planmembersec.com,,List import
9615592,,Jeffrey Libengood,,,thefitnessdoctor@gmail.com,,List import
9605437,,Gustavo Blum,,,gblum_93@hotmail.com,,List import
10912657,Inactive Investor,John West,Chief Compliance Officer;Co-Founder;Managing Partner,Flatrock Wealth Partners LLC,,,Salesforce
9569210,,Crypto Jesus,,,cryptopr13st@gmail.com,,List import
10903872,Inactive Investor,Jonathon Krikie,Financial Advisor,LPL Financial LLC Las Vegas NV 7455 Arroyo Crossing Pkwy,jonathon.krikie@lpl.com,,Salesforce
9582685,,Shawn Trudeau,,,shawn.trudeau@nb.com,,List import
10895118,Inactive Investor,Keith Wagner,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11068823,Inactive Investor,Joseph Brigida,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",joe.brigida@ml.com,,Salesforce
10806779,Inactive Investor,Nicholas Shaw,Assistant Vice President;Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10920592,Inactive Investor,Ryan Neely,,"Hornor, Townsend & Kent, LLC Claremore OK 965 W Will Rogers Blvd",rneely@htk.com,,Salesforce
11078501,Inactive Investor,Jason Reichert,Financial Consultant,Thrivent Investment Management Inc. Mount Vernon WA 2204 Riverside Dr,jason.reichert@thrivent.com,,Salesforce
10977369,Inactive Investor,John Bauman,Financial Advisor,QM Advisors LLC Destin FL 223 Durango Rd,jbauman@qmadvisors.com,,Salesforce
9591008,,Yvan De Munck,,,wig.tinge0t@icloud.com,,List import
11136083,Inactive Investor,Brian Butcher,Financial Advisor,Edward Jones Yuma AZ 3970 W 24th St,brian.butcher@edwardjones.com,,Salesforce
10962622,Inactive Investor,Jeffrey Judge,,"Maryland Financial Group, Inc. Bel Air MD Private Residence",,,Salesforce
9646553,,Yadi Hidayat,,,yadihidayat750@gmail.com,,List import
11096959,Inactive Investor,John Mantia,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Director;Managing Member;Regulatory Contact,Parco Wealth Management LLC,jmantia@goparco.com,,Salesforce
9544379,,Josh Goldin,,,jgoldin@gmail.com,,List import
11102340,Inactive Investor,Darren Youngman,Chief Investment Analyst;Member,"IRL Financial, LLC",darren@irlfinancial.com,,Salesforce
10850383,Inactive Investor,Albert Bunner,Financial Advisor,"Voya Financial Advisors, Inc. Tallahassee FL 3116 Capital Cir NE",albert.bunner@voyafa.com,,Salesforce
10858777,Inactive Investor,Peter Mullins,Partner;Wealth Management Advisor,"Vestor Capital, LLC",pmullins@vestorcapital.com,,Salesforce
11066864,Inactive Investor,Erin Champlin,,"Raymond James Financial Services, Inc. Irving TX 105 Decker Ct",erin.champlin@raymondjames.com,,Salesforce
11081581,Inactive Investor,Rolando Villarreal,,Cetera Advisors LLC League City TX 2450 S Shore Blvd,,,Salesforce
9613338,,Diya Wu,,,diyawu@bayviewassetmanagement.com,,List import
10965523,Inactive Investor,Peter Bargas,Managing Director,"Stifel, Nicolaus & Company, Incorporated Medford OR 2770 Biddle Rd",,,Salesforce
11070564,Inactive Investor,Kelli Sarna,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,kelli.d.kline@jpmorgan.com,,Salesforce
9609988,,McDaniel Eleazer,,,vincenteleazer2@gmail.com,,List import
11233667,Inactive Investor,Shantel Valentin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
336492,,Jason Ryder,Senior Equity Analyst,Sterling Partners Equity Advisors LLC,jryder@sterlingpartnersequityadvisors.com,1-312-465-7000,Database Upload
11000971,Inactive Investor,Jessica Magilke,,"Avantax Investment Services, Inc. Bismarck ND 840 43rd Ave NE",,,Salesforce
9577323,,Sukanta Ganguly,,,sukantag@gmail.com,,List import
11114730,Inactive Investor,Jason Smith,,"MML Investors Services, LLC Madison WI 525 Junction Rd",jrsmith@financialguide.com,,Salesforce
11063265,Inactive Investor,Aaron Hollister,Financial Advisor,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",aaron.hollister@raymondjames.com,,Salesforce
11222305,,Jennifer Ottosen,,,jottosen@primecapmanagement.com,,List Import
11219178,,Ashley Rieser,,,arieser@monetagroup.com,,Other
10614838,,John Pyne,"Financial Advisor, Senior Vice President",,john.s.pyne@morganstanley.com,,List Import
11047605,Inactive Investor,Christopher Bray,,"Raymond James Financial Services, Inc. Raleigh NC 7100 Falls of Neuse Rd",doug.bray@raymondjames.com,,Salesforce
9602476,,Jeff Dibono,,,gallon678@gmail.com,,List import
373114,,Birkan AKIN,,[Unknown],brkaedd5968@gmail.com,,source
10889542,Inactive Investor,William Roper,,"Raymond James Financial Services, Inc. Crossville TN 139 Elmore Rd",pat.roper@raymondjames.com,,Salesforce
11218025,,Ann Gurkin,,,agurkin@investdavenport.com,,List Import
11107449,Inactive Investor,Margaret Krummel,Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,maggie.krummel@morganstanley.com,,Salesforce
11189564,Inactive Investor,Gustavo Araujo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gustavo.araujo@jpmorgan.com,,Salesforce
9618189,,Holt Calhoon,,,hcalhoon@encompasscap.com,,List import
10941818,Inactive Investor,Alex Rabell,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alex.rabell@jpmorgan.com,,Salesforce
4795,, -,,[[Unknown]],aquadream.melnikov@gmail.com,,Initial Salesforce Import
235981,,Paris -,,Paris [[Unknown]],invest@parismichelle.co,,
9541318,,JC Keeler,,,jckeeler01@gmail.com,,List import
10770534,Inactive Investor,James Halle,Shareholder;Vice President,"Chapin, Davis",jhalle@chapindavis.com,,Salesforce
229389,,Marcus Julien Arbanas -,,Marcus Julien Arbanas [[Unknown]],marcusarbanas@gmail.com,,
10774413,Inactive Investor,Edward Caufield,Executive Director,UBS Financial Services Inc. Melville NY 58 S Service Rd,edward.caufield@ubs.com,,Salesforce
10955850,Inactive Investor,Peter Kober,,J.P. Morgan Securities LLC,peter.kober@jpmorgan.com,,Salesforce
11109523,Inactive Investor,Arlis Steel,Financial Advisor,Edward Jones Missouri City TX 6204 Hwy 6,arlis.steel@edwardjones.com,,Salesforce
11144159,Inactive Investor,Ryan Mudge,Financial Services Professional,"MML Investors Services, LLC Neenah WI 1977 American Dr",,,Salesforce
10992822,Inactive Investor,Eliza Appleton,,Neuberger Berman BD LLC,eliza.appleton@nb.com,,Salesforce
10809197,Inactive Investor,John Lyon,Financial Advisor,"Wells Fargo Clearing Services, LLC Brea CA 135 S State College Blvd",john.burke@wellsfargoadvisors.com,,Salesforce
10838079,Inactive Investor,Jonas Edstrom,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",jonas.edstrom@rbc.com,,Salesforce
11020264,Inactive Investor,Matthew Bordelon,,"Equitable Advisors, LLC McKinney TX 1400 N Coit Rd",matthew.bordelon@equitable.com,,Salesforce
45802,,John Stephens,Chief Executive Officer,"Tci Wealth Advisors, Inc.",john.stephens@tciwealth.com,520-733-1477,Manual List Upload
10937584,Inactive Investor,Thomas Hubbell,,"Kestra Investment Services, LLC Burleson TX 255 Elk Dr",,,Salesforce
11147927,Inactive Investor,Elizabeth Moore,Senior Client Specialist,Robert W. Baird & Co. Incorporated Franklin TN 725 Cool Springs Blvd,,,Salesforce
10837151,Inactive Investor,Christopher Scharnow,Chartered Retirement Planning Counselor;Financial Advisor;Financial Planner;Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,christopher.m.scharnow@morganstanley.com,,Salesforce
9610341,,Zhangyingping Zhang,,,zhangyingping@gmail.com,,List import
11080176,Inactive Investor,Michael Hammar,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,mike.hammar@ubs.com,,Salesforce
334553,,Jessica Lopez,Financial Planning Associate,"Arista Wealth Advisors, Ltd",jlopez@aristawa.com,518-452-3805,Manual List Upload
10976732,Inactive Investor,Alvin Fonkoua Sop,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,alvin.fonkouasop@gs.com,,Salesforce
11220546,,Katherine Lavin,,,klavin@hallcapital.com,,Other
11034807,Inactive Investor,Debra Davis,,"Ameriprise Financial Services, LLC Tampa FL 13920 N Dale Mabry Hwy",debra.l.davis@ampf.com,,Salesforce
10865860,Inactive Investor,Amber Tefft,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10876284,Inactive Investor,Evan Moskowitz,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,evan.moskowitz@fmr.com,,Salesforce
11077666,Inactive Investor,Luke Nordmeyer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10998998,Inactive Investor,Timothy Stamps,,"Kestra Investment Services, LLC Nashville IL 9627 Wall St",,,Salesforce
10861651,Inactive Investor,Austin Peffers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",austin.peffers@ml.com,,Salesforce
213193,,Nikola Kostov,,[Unknown],nikola.kostov@nexo.io,,
10996091,Inactive Investor,Majdi Khatib,Associate,Edward Jones Belmont CA 1 Twin Pines Ln,,,Salesforce
9572257,,Douglas Patterson,,,reverandgarydavis@gmail.com,,List import
11200668,Inactive Investor,Alan Cox,Investment Advisor Representative,"Hillspring Financial, Inc.",acox@hillspringfinancial.com,,Salesforce
204807,,John McGurrin,,[Unknown],john.mcgurrin@gmail.com,,source
11189965,Inactive Investor,Edward Summers,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",edward.summers@empower.com,,Salesforce
11209026,Inactive Investor,Jill Erickson,,"Farmers Financial Solutions, LLC Fremont CA 2450 Peralta Blvd",jerickson@farmersagent.com,,Salesforce
11167122,Inactive Investor,Nicholas Clark,Market Director,Thrivent Investment Management Inc. Kalispell MT 770 W Reserve Dr,nick.clark@thrivent.com,,Salesforce
11049106,Inactive Investor,Michael Lambrecht,Chief Compliance Officer;Managing Member;Principal;Wealth Advisor,IWC Asset Management LLC,mike@iwcasset.com,,Salesforce
11198317,Inactive Investor,Less Cohran,,"Allstate Financial Services, LLC Pineville LA 212 Griffith St",davidcohran@allstate.com,,Salesforce
10872525,Inactive Investor,Mark Snell,,LPL Financial LLC Columbus OH 2955 Donnylane Blvd,mark.snell@lpl.com,,Salesforce
10904429,Inactive Investor,Valerie Wheeler,Financial Advisor,Edward Jones Christiansburg VA 122 Oaktree Blvd,valerie.wheeler@edwardjones.com,,Salesforce
10988726,Inactive Investor,Christina Linton,,PFS Investments Inc. Warwick RI 2000 Warwick Ave,clinton.298cr@primerica.com,,Salesforce
10841735,Inactive Investor,Darrell Smith,Client Service Associate;Financial Advisor,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,darrell.smith@ubs.com,,Salesforce
10947995,Inactive Investor,Minh Nguyen,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,minhnguyet.nguyen@jpmorgan.com,,Salesforce
242101,,Mary Green,ESG Client Portfolio Manager,Federated Hermes,mary.green@federatedhermes.com,,Event
10950436,Inactive Investor,Charles Neff,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",cjneff@hightoweradvisors.com,,Salesforce
11162545,Inactive Investor,Matthew Mason,,"FBL Marketing Services, LLC Garden City UT 70 W Logan Rd",matt.mason@fbfs.com,,Salesforce
10812082,Inactive Investor,Robert Patterson,Financial Advisor,PNC Investments Springfield IL 1101 W Centre St,robert.patterson@pnc.com,,Salesforce
10852030,Inactive Investor,Sheena Marr,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",sheena.marr@ml.com,,Salesforce
10902841,Inactive Investor,Clemans Hager,Financial Advisor,"Ameriprise Financial Services, LLC Jamestown ND 118 1st St E",clemans.j.hager@ampf.com,,Salesforce
9555246,,Michael Garner,,,malonew16@gmail.com,,List import
9631238,,Edward Fang,,,eyf6@cornell.edu,,List import
10863890,Inactive Investor,Stephen Mohyla,Financial Planner,"Osaic Wealth, Inc. Fairfax VA 4000 Legato Rd",,,Salesforce
9573761,,Edward Shaheen,,,eshaheen@tigereyefund.com,,List import
10936797,Inactive Investor,Centario Grier,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",cgrier@financialguide.com,,Salesforce
10826266,Inactive Investor,Michael Giuntini,Administrative Manager;Associate Director,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,michael.a.giuntini@ubs.com,,Salesforce
10890933,Inactive Investor,Elizabeth Honaker,,PFS Investments Inc. Dallas TX 13612 Midway Rd,ehonaker@primerica.com,,Salesforce
9546227,,Asha Jain,,,ajain@stratoswealthpartners.com,,List import
10902784,Inactive Investor,William Wiseman,,"Ameriprise Financial Services, LLC Boston MA 60 State St",william.wiseman@ampf.com,,Salesforce
10921593,Inactive Investor,Anthony Geraci,Chief Compliance Officer;Managing Member,"TAG Investment Advisors, LLC",,,Salesforce
11044902,Inactive Investor,Steven Mitchell,Vice President - Wealth Management,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",reid.mitchell@raymondjames.com,,Salesforce
10806311,Inactive Investor,Brian Langer,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,brian.langer@morganstanley.com,,Salesforce
9545937,,Jonathan Gayfield,,,jongayfield@gmail.com,,List import
11136982,Inactive Investor,Sydney Vogel,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10760348,Inactive Investor,Stephen Taylor,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Baton Rouge LA 400 Convention St,stephen.taylor@morganstanley.com,,Salesforce
10776820,Inactive Investor,Nathan Kush,Managing Director,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,nkush@nb.com,,Salesforce
348208,,Kelli Send,Member,Francis Investment Counsel Llc,kelli.send@francisinvco.com,262-781-8950,Manual List Upload
10909683,Inactive Investor,Sylvia Salloum,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,sylvia.gantous@fidelity.com,,Salesforce
11038468,Inactive Investor,Vanessa Inesti,,"Bankers Life Securities, Inc. Hauppauge NY 1393 Veterans Hwy",vanessa.inesti@bankerslife.com,,Salesforce
10923308,Inactive Investor,Curtis Collins,Financial Advisor,Commonwealth Financial Network Oakwood GA 4209 Oakwood Rd,,,Salesforce
11136131,Inactive Investor,David Scheina,Financial Advisor;Financial Representative;Managing Director,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",patrick.scheina@nm.com,,Salesforce
341874,,Robbin Braswell,Client Relationship Manager,Armstrong Dixon,rbraswell@www.armstrongdixon.com,443-563-1111,Manual List Upload
224556,,Sandra Auld,,[Unknown],sndrld@gmail.com,,Direct
11169160,Inactive Investor,Eric Cornell,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3300 PGA Blvd",eric.cornell@raymondjames.com,,Salesforce
10814513,Inactive Investor,Brian Bickford,Senior Vice President,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",brian.bickford@equitable.com,,Salesforce
9610437,,Jeffrey Weber,,,jeffreyweber@me.com,,List import
10833433,Inactive Investor,Jon Ladd,Investment Management Consultant;Vice President - Investments,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",jon.ladd@raymondjames.com,,Salesforce
11135195,Inactive Investor,Karen Pillets,Director;Financial Planner;Portfolio Manager,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,,,Salesforce
10913873,Inactive Investor,Garry McClure,,"Cambridge Investment Research, Inc. Owens Cross Roads AL 2502 Audubon Ln SE",,,Salesforce
9600563,,Heather Szyperski,,,hszyperski@heinzdaniel.com,,List import
11021467,Inactive Investor,Sara Carroll,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",sara.carroll@bernstein.com,,Salesforce
11130886,Inactive Investor,Timothy Watters,Chief Compliance Officer;Managing Partner;Member,"Watters Financial Services, LLC",twatters@wattersfinancial.com,,Salesforce
9641936,,Janette Schwendeman,,,j.schwendeman@lpl.com,,List import
9596376,,David Mandell,,,mandell@ojmgroup.com,,List import
10880906,Inactive Investor,Stephen Erken,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal,"Maxele Advisors, LLC",steve@maxeleadvisors.com,,Salesforce
11004870,Inactive Investor,Jennifer Perez,,J.P. Morgan Securities LLC Agoura Hills CA 5695 Kanan Rd,,,Salesforce
9550458,,Niko Adeva,,,n.adeva@transamerica.com,,List import
11139097,Inactive Investor,Thomas Carrion,Senior Customer Service Associate,"Pruco Securities, LLC. Newark NJ 213 Washington St",thomas.carrion@prudential.com,,Salesforce
9603943,,HUNTER BOIVIN,,,hunter@kaiko.com,,List import
10796216,Inactive Investor,John Lawlor,Director - Investments,LPL Financial LLC Charlestown RI 4160 Old Post Rd,john.lawlor@lpl.com,,Salesforce
10818591,Inactive Investor,Kenneth Nahrstedt,,L.M. Kohn & Company,,,Salesforce
10810202,Inactive Investor,Dean Firmani,,Ages Financial Services Ltd. Wilton NH Private Residence,,,Salesforce
11091524,Inactive Investor,Barbara Pesky,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11016816,Inactive Investor,Stephen Perini,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",stephen.perini@ml.com,,Salesforce
9591660,,Rashaad Essex,,,essex80@yahoo.com,,List import
11071360,Inactive Investor,Lena Nebel,,"Kestra Investment Services, LLC Lutherville Timonium MD 16 Greenmeadow Dr",,,Salesforce
10920215,Inactive Investor,Eric Courage,Chief Compliance Officer;Founder;Wealth Strategy Advisor,Margin,eric@honestmargin.com,,Salesforce
10801260,Inactive Investor,Kristen Wheeler,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,kwwheeler@rwbaird.com,,Salesforce
9623060,,Steve Krasnow,,,kkras4@verizon.net,,List import
11040987,Inactive Investor,William Asher,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_asher@vanguard.com,,Salesforce
9613939,,Tuck Matteson,,,thmatteson@gmail.com,,List import
10995450,Inactive Investor,Derek Tryder,,"Osaic Wealth, Inc.",,,Salesforce
11217926,,Ryan Daly,,,rdaly@ml.com,,List Import
11208196,Inactive Investor,Ann Marie Spillman,,"Raymond James Financial Services, Inc. Dallas TX 13155 Noel Rd",annmarie.spillman@raymondjames.com,,Salesforce
11103874,Inactive Investor,Brian Willet,Chief Compliance Officer;Chief Executive Officer;Founder,Beyond Tangible Wealth,,,Salesforce
10954892,Inactive Investor,Richard Diamond,Chief Compliance Officer;Managing Member;Principal;Wealth and Retirement Specialist,The ROI Financial Group LLC Wayne PA 512 W Lancaster Ave,rickdiamond@theroigroupllc.com,,Salesforce
10817091,Inactive Investor,Hana Slamova,,Global Strategic Investment Solutions Scottsdale AZ 16220 N Scottsdale Rd,,,Salesforce
10484928,,Lance Riddle,"President, Principal","OptimalFolios, LLC",lance@optimalfolios.com,,List Import
10882830,Inactive Investor,Anita Ritter,,LPL Financial LLC Sturgis MI 260 John St,anita.ritter@lpl.com,,Salesforce
11082506,Inactive Investor,Darla Zumm,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",darla.zumm@prudential.com,,Salesforce
82103,,Donald McKinnon,Chief Compliance Officer,Dearborn Partners L.l.c.,dmckinnon@dearpart.com,312-795-1000,Manual List Upload
11053470,Inactive Investor,Michael Santana,Chief Compliance Officer;Investment Advisor;Managing Member,"Pembroke Wealth Management, LLC",,,Salesforce
10615897,,Ross Jannotta,,,rjannotta@williamblair.com,,List import
232063,, -,,[[Unknown]],bboggemann@gmail.com,,
9547364,,as as,,,as@as.com,,List import
10763460,Inactive Investor,Gary Giamo,Portfolio Manager;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
11171375,Inactive Investor,Philip Murad,,PFS Investments Inc. Houston TX 8866 Gulf Fwy,philip.murad@primerica.com,,Salesforce
10904188,Inactive Investor,Thomas Siplin,Financial Advisor,"Pruco Securities, LLC. Fort Pierce FL 800 Virginia Ave",thomas.siplin@prudential.com,,Salesforce
7551905,,dgdgh fdh,,,veyati8471@mitigado.com,,Web Form Fillout
10871166,Inactive Investor,Talon Stamper,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,talon_stamper@vanguard.com,,Salesforce
11108710,Inactive Investor,Maggie Doss,,Citigroup Global Markets Inc.,,,Salesforce
11173943,Inactive Investor,John Heppler,,Vanguard Marketing Corporation,,,Salesforce
10456983,,Steve Mason,,,sbrasilmason@hotmail.com,,Web Form Fillout
10994485,Inactive Investor,Cynthia Pozos,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,cpozos@primerica.com,,Salesforce
350747,,Britt Pero,Executive Assistant,"High Road Capital Partners, Llc",bpero@highroadcap.com,212-554-3265,Manual List Upload
11160492,Inactive Investor,Eric Guenther,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,eric.guenther.sec4@statefarm.com,,Salesforce
11204835,Inactive Investor,Timothy Alvarado,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,,,Salesforce
147992,,Jeremiah oghenejobo,,[Unknown],ejobo7904@gmail.com,,Organic Search
9718868,,Jeff Boccaccio,,The Systems Lab,jeff@thesystemslabinc.com,0044779985547,Web form fillout
9588620,,Cesar Augusto Lechado,,,realnica@hotmail.com,,List import
9591546,,Martin Galea,,,martingalea123@gmail.com,,List import
200286,,Thierry Porte,,[Unknown],thierry.porte@gmail.com,,Advertising
11032012,Inactive Investor,Joseph Marton,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10821957,Inactive Investor,Michael Wolters,Investment Advisor Representative;President,"Mike Wolters & Associates, Ltd. Kansas City MO 5909 Julian Dr",,,Salesforce
10903692,Inactive Investor,Michael Paley,Chief Compliance Officer;Chief Operating Officer,"Klingman and Associates, LLC",,,Salesforce
11039581,Inactive Investor,Hons Yu,Financial Advisor,LPL Financial LLC North Haven CT 116 Washington Ave,hons.yu@ceterainvestors.com,,Salesforce
11084214,Inactive Investor,Christine Stelmack,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",christine.stelmack@wellsfargoadvisors.com,,Salesforce
11074152,Inactive Investor,Richard McDaniel,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Concord CA 1390 Willow Pass Rd",rich.mcdaniel@mutualofomaha.com,,Salesforce
9592431,,Alexandra Turner,,,alexandra.turner@alfalaval.com,,List import
11145903,Inactive Investor,William Donnelly,,"NewEdge Securities, Inc. Sunnyvale CA 510 E Maude Ave",,,Salesforce
9568861,,MEHARAJ SATHAK,,,shameharaj@gmail.com,,List import
9602320,,Michael Goldman,,,michaelgoldman@gmail.com,,List import
89667,,Dwight Perry,,Fidelity Personal and Workplace Advisors,dwight.perry@fmr.com,,
11175463,Inactive Investor,Heather Stewart,,"Ameriprise Financial Services, LLC Sandy UT 8915 S 700 E",heather.stewart@ampf.com,,Salesforce
333396,,Ben Bernard,,Bridgewater Advisors,bbernard@bridgewateradv.com,,Manual List Upload
9618967,,Christopher Colvin,,,ccolvin@breachinletcap.com,,List import
10784768,Inactive Investor,Moatir Ahmed,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,moatir.ahmed@fidelity.com,,Salesforce
11121825,Inactive Investor,Linda Gosch,,"FBL Marketing Services, LLC Mobridge SD 1008 W Grand Xing",linda.gosch@fblfinancial.com,,Salesforce
180158,,ziga bobnar,,[Unknown],zbobnar01@gmail.com,,Organic Search
9635340,,Elizabeth Besen,,,ebesen@apollo.com,,List import
9599232,,Karina Maureira,,,karina.maureira@adviceperiod.com,,List import
9571673,,Joseph Kelly,,,joseph.kelly@valic.com,,List import
11023511,Inactive Investor,Ian Sullivan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10826124,Inactive Investor,Tracy Thacker,,"Raymond James Financial Services, Inc. Owensboro KY 2810 Frederica St",tracy.thacker@raymondjames.com,,Salesforce
11045035,Inactive Investor,John Deppisch,,Cetera Advisors LLC Germantown WI Private Residence,,,Salesforce
10875447,Inactive Investor,Adam Hartzell,Financial Advisor,LPL Financial LLC Reading PA 1500 Ethan Dr,adam.hartzell@lpl.com,,Salesforce
11186711,Inactive Investor,Andrew Arnold,,"Avantax Investment Services, Inc. Mount Pleasant TX 915 N Jefferson Ave",,,Salesforce
9576606,,Joseph Egan,,,jmichael.egan@voyafa.com,,List import
11138562,Inactive Investor,Craig Platt,Financial Planner,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",craig.platt@prudential.com,,Salesforce
11020952,Inactive Investor,Quintin Hardtner,,"MML Investors Services, LLC Shreveport LA 6425 Youree Dr",qhardtner@financialguide.com,,Salesforce
1005651,Inactive Investor,Jeffrey Chin,Senior Investment Analyst,The Observatory,jeffrey@247lookout.com, +1 347 592 2613,Organic Search
10909824,Inactive Investor,Michael Turner,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,mturner@ft.newyorklife.com,,Salesforce
9608410,,Sumeet Suhag,,,sumeetsuhag@gmail.com,,List import
9541108,,Greg Fishkind,,,fishkind@erols.com,,List import
11065537,Inactive Investor,Dwayne Miller,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,dwayne.miller@primerica.com,,Salesforce
10935861,Inactive Investor,Lawrence Rose,Financial Planner,"Pruco Securities, LLC. Bradenton FL 339 6th Ave W",lawrence.rose@prudential.com,,Salesforce
10974857,Inactive Investor,Mark Cheney,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10843078,Inactive Investor,Daniel Burbach,,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,daniel.burbach@ubs.com,,Salesforce
10850585,Inactive Investor,Joshua Allen,,J.P. Morgan Securities LLC Cary IL 300 Northwest Hwy,joshua.r.allen@chase.com,,Salesforce
348358,,Tyler Montell,Institutional Advisor,"Meridian Wealth Management, Llc",tmontell@meridianwealthllc.com,859-543-4516,Manual List Upload
4454058,,James Hans,,,james@gml.com,,Web Form Fillout
10952580,Inactive Investor,Cesar Ruiz Morales,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cesar_ruiz-morales@vanguard.com,,Salesforce
10899495,Inactive Investor,Jenna Rogers,Client Advisor;Partner,"Mission Wealth Management, LP",,,Salesforce
10866559,Inactive Investor,Stacer Varga,Wealth Advisor,LPL Financial LLC Spokane WA 818 W Riverside Ave,stacer.varga@lpl.com,,Salesforce
10930009,Inactive Investor,Richard McCloskey,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11094867,Inactive Investor,Kelly Stoutes,,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,kelly.stoutes@morganstanley.com,,Salesforce
10775845,Inactive Investor,Diana Downey,Chief Marketing Officer,"Polen Capital Management, LLC",ddowney@polencapital.com,,Salesforce
10792649,Inactive Investor,Michael Pedlow,,"Kestra Investment Services, LLC",michael.pedlow@kestrafinancial.com,,Salesforce
9643053,,Liz Whitteberry,,,liz@bestpathadvisors.com,,List import
9583368,,Ali Akbar Bhatti,,,aliakbarbhatti768@icloud.com,,List import
9551811,,Robert Harrell,,,rharrell@sagepointadvisor.com,,List import
11006192,Inactive Investor,Mitchell Bumpus,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
10814049,Inactive Investor,Thomas Heidt,Financial Professional,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",thomas.heidt@valic.com,,Salesforce
9642823,,Richard Bryer,,,richard.bryer@blockfi.com,,List import
11162462,Inactive Investor,Jason Freeman,,LPL Financial LLC Rock Hill SC Private Residence,,,Salesforce
11112043,Inactive Investor,Deuel Stephens,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,deuel.stephens@primerica.com,,Salesforce
11216898,,Anthony Rossini,,,anthony.rossini@lpl.com,,Other
10936219,Inactive Investor,Sheri Benjamin,Wealth Manager,LPL Financial LLC Mill Valley CA 5 Dawn Pl,sheri.benjamin@lpl.com,,Salesforce
10821170,Inactive Investor,Mark Theriault,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mark.theriault@ml.com,,Salesforce
11149581,Inactive Investor,Adam Baur,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",adam.baur@nm.com,,Salesforce
11069313,Inactive Investor,Wendy Britton,Chief Compliance Officer;Managing Member;Portfolio Manager;Principal,Adair Wealth Management,wendy.britton@adairwealth.com,,Salesforce
210620,,Russell Wooten,,[Unknown],russellwooten@gmail.com,,source
11207371,Inactive Investor,Timothy Eyerman,,"Raymond James Financial Services, Inc. Westlake OH 191 American Blvd",tim.eyerman@raymondjames.com,,Salesforce
338817,,Katie Deveney,Director Of New Business,"Shp Wealth Management, Llc",katied@shpne.com,508-746-2400,Manual List Upload
10764217,Inactive Investor,Mark Wilcock,,"Capitol Securities Management, Inc. Leesburg VA 28 W Market St",mwilcock@capitolsecurities.com,,Salesforce
10510145,,Ben Clammer,,First Manhattan Co.,bclammer@firstmanhattan.com,,List Import
10913298,Inactive Investor,Dennis Cook,Chief Executive Officer;Managing Member,"Wealth Design Consulting, LLC",cookd@cookandassociatespc.com,,Salesforce
9602274,,Adam Russell,,,adam.russell@lpl.com,,List import
10984705,Inactive Investor,Errol Mercado,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",errol.mercado@tiaa.org,,Salesforce
11094934,Inactive Investor,Clinton Townsend,Financial Advisor,Bragg Financial Advisors Inc,clinton@braggfinancial.com,,Salesforce
10970035,Inactive Investor,Andrew Wayland,,J.P. Morgan Securities LLC Denver CO 100 Detroit St,,,Salesforce
11033466,Inactive Investor,John Froman,,"Farmers Financial Solutions, LLC Avon CO 150 E Beaver Creek Blvd",lfroman@farmersagent.com,,Salesforce
9631953,,Andrew Abranches,,,andrew.abranches@gmail.com,,List import
10940533,Inactive Investor,John Piper,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10799892,Inactive Investor,Matthew Greenwood,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11000210,Inactive Investor,Juan Martinez,,"Calton & Associates, Inc.",jmartinez@calton.com,,Salesforce
10851007,Inactive Investor,Andrew Cunningham,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",andrew.cunningham@ml.com,,Salesforce
11103118,Inactive Investor,Jeff Partin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeff.partin@fmr.com,,Salesforce
10864780,Inactive Investor,Riley Stone,Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10771549,Inactive Investor,Donald Furlong,Financial Planner,"Total Clarity Wealth Management, Inc Sarasota FL Private Residence",dfurlong@totalclaritywealth.com,,Salesforce
9548451,,Jaime Torres,,,jtorres101084@yahoo.com,,List import
11073880,Inactive Investor,Elise Elliott,Financial Advisor,Edward Jones Grover Beach CA 170 W Grand Ave,elise.elliott@edwardjones.com,,Salesforce
11016362,Inactive Investor,Jeannetta Robinson,Client Associate,"Wells Fargo Clearing Services, LLC Mishawaka IN 4101 Edison Lakes Pkwy",jeannetta.robinson@wfadvisors.com,,Salesforce
10772943,Inactive Investor,John LaRowe,Financial Advisor,Edward Jones Maryland Heights MO 2296 McKelvey Rd,brooks.larowe@edwardjones.com,,Salesforce
9548327,,Aaron Wyatt,,,awyatt73011@gmail.com,,List import
10786233,Inactive Investor,John Hume,,"Osaic Institutions, Inc.",jhume@infinexgroup.com,,Salesforce
11200640,Inactive Investor,John Bussel,Chief Investment Officer;Principal,"Team Hewins, LLC Miami FL 4400 Biscayne Blvd",johnb@teamhewins.com,,Salesforce
10931722,Inactive Investor,Leah Palladino,Associate Financial Advisor,"Ameriprise Financial Services, LLC Tarrytown NY 520 White Plains Rd",leah.palladino@ampf.com,,Salesforce
10795849,Inactive Investor,Jennifer Elles-Jones,Member,"WJ Financial Advisors, LLC Killingworth CT 255 Route 80",jennifer@wjadvisors.com,,Salesforce
10962003,Inactive Investor,Larry Rowley,,"J. Alden Associates, Inc.",lrowley@j-alden.com,,Salesforce
10817774,Inactive Investor,Scott Hamersly,,"Osaic Wealth, Inc. West Linn OR 18654 Willamette Dr",,,Salesforce
10861629,Inactive Investor,Alexa O'Hollaren,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 4840 W Cactus Ave",,,Salesforce
11096317,Inactive Investor,Charles Wagner,Defined Contribution Investment Consultant;Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",charles_wagner@ml.com,,Salesforce
11040427,Inactive Investor,Kevin Huntington,Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Philadelphia PA 1650 Market St,,,Salesforce
9644450,,Michael Rosi,,,spikey113@gmail.com,,List import
10817723,Inactive Investor,Joann Stith-Maloney,Associate Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 2941 Fox Chase Ln",joann.maloney@ampf.com,,Salesforce
11092691,Inactive Investor,Jade Green,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
10813930,Inactive Investor,Paul Zudyk,Financial Advisor,Edward Jones Waukesha WI 501 E Broadway,paul.zudyk@edwardjones.com,,Salesforce
11196790,Inactive Investor,Charles Lloyd,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Lake Mary FL 1025 Greenwood Blvd",mike.lloyd@wellsfargoadvisors.com,,Salesforce
10772462,Inactive Investor,Gwen Smith,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",gwen.smith@ampf.com,,Salesforce
9598512,,John Duggan,,,jduggan@arlenwealthmanagement.com,,List import
11063932,Inactive Investor,Jamie Redman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11087993,Inactive Investor,Jorge Dasilva,,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",jorge.dasilva@ampf.com,,Salesforce
11089473,Inactive Investor,Shawn Zilper,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,,,Salesforce
9566177,,Harold Lowe,,,hlowe@lowefs.com,,List import
11085234,Inactive Investor,Brian Brady,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,brian.brady@morganstanley.com,,Salesforce
11056293,Inactive Investor,Michael O'Brien,Investment Advisor,"Gregory J. Schwartz & Co., Inc.",mike.obrien@gjsco.com,,Salesforce
10802118,Inactive Investor,Kathryn Inman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,kay.inman@ubs.com,,Salesforce
11189987,Inactive Investor,Shirlee McBain,,Cetera Advisor Networks LLC Mokena IL 9480 Enterprise Dr,,,Salesforce
10868049,Inactive Investor,Marbel Ugando,Senior Wealth Advisor,Citigroup Global Markets Inc. Miami FL 2750 Aventura Blvd,marbel.ugando@citi.com,,Salesforce
11137709,Inactive Investor,Ted Ngo,,NYLIFE Securities LLC Westminster CA 15440 Beach Blvd,ngot@ft.newyorklife.com,,Salesforce
10798635,Inactive Investor,Mark Winsor,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Lexington KY 2700 Old Rosebud Rd",mark.winsor@tfaconnect.com,,Salesforce
10848821,Inactive Investor,Alexandra Broms,Senior Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,alexandra.broms@ubs.com,,Salesforce
11062970,Inactive Investor,Christopher Reed,,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
11293093,,David Correll,,,dcorrell1974@gmail.com,7197614979,Web Form Fillout
10932583,Inactive Investor,Megan Whitehead,,LPL Financial LLC Magnolia AR 222 Pine Vly,megan.f.whitehead@lpl.com,,Salesforce
10762201,Inactive Investor,Steven Jones,First Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,steven.jones@morganstanley.com,,Salesforce
9563812,,Christine Forter,,,cforter@wradvisors.com,,List import
11034836,Inactive Investor,Austin Bumgardner,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,austin_bumgardner@vanguard.com,,Salesforce
10882202,Inactive Investor,Patricia Trotta,,"LPL Enterprise, LLC Freehold NJ Private Residence",patricia.trotta@prudential.com,,Salesforce
11194872,Inactive Investor,Erika Kemp Jesse,,"Farmers Financial Solutions, LLC Long Beach CA 4125 Norse Way",ekemp@farmersagent.com,,Salesforce
10787874,Inactive Investor,David Poznanski,,"Northwestern Mutual Investment Services, LLC Northbrook IL 1464 Techny Rd",david.poznanski@nm.com,,Salesforce
9635936,,Joel Sutter,,,jsutter@ehlers-inc.com,,List import
10868996,Inactive Investor,Wilbert Sumuel,,State Farm VP Management Corp. Houston TX 3453 Kirby Dr,,,Salesforce
10862205,Inactive Investor,Michael Lawyer,Financial Consultant,"Stifel, Nicolaus & Company, Incorporated Portland OR 121 SW Morrison St",,,Salesforce
10889318,Inactive Investor,Mccrea Miller,,"Farmers Financial Solutions, LLC Frisco TX 3201 Dallas Pkwy",mmiller8@farmersagent.com,,Salesforce
10998914,Inactive Investor,Adam Hirsch,Insurance Agent;Investment Advisor Representative,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,ahirsch@primerica.com,,Salesforce
11064258,Inactive Investor,Jonathan Tomassi,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,jtomassi@eaglestrategies.com,,Salesforce
11012461,Inactive Investor,Fannie Mcclinton-Goins,,PFS Investments Inc. Lakewood OH 14900 Detroit Ave,fmcclinton-goins@primerica.com,,Salesforce
10947754,Inactive Investor,Connor Wiggins,Client Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,cwiggins@rockco.com,,Salesforce
9571798,,Joe Pliss,,,joepliss0@gmail.com,,List import
9571720,,marcelo pizzimbono,,,marcelopizzimbono@mac.com,,List import
11150531,Inactive Investor,Nelson Komarek,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10827140,Inactive Investor,Helen Hooks,,PFS Investments Inc. San Jose CA 3031 Tisch Way,helen.hooks@primerica.com,,Salesforce
9566596,,warren gray,,,wariner@gmail.com,,List import
11035839,Inactive Investor,Christopher Castellaw,Executive Director;Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,chris.castellaw@jpmorgan.com,,Salesforce
9547404,,Jonathan Hudacko,,,jonathan.hudacko@justinvest.com,,List import
11042358,Inactive Investor,Tejaswi Patel,,LPL Financial LLC Somerset NJ 9 Clyde Rd,tejaswi.patel@lpl.com,,Salesforce
227421,, -,,[[Unknown]],grrrtttt@gmail.com,,Organic Search
10799151,Inactive Investor,Timothy Sullivan,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",timj_sullivan@ml.com,,Salesforce
11118396,Inactive Investor,Amy Owens,,Cetera Advisor Networks LLC Atlanta GA 2300 Windy Ridge Pkwy SE,owensa@ceteranetworks.com,,Salesforce
10922018,Inactive Investor,Ryan Coiner,Financial Advisor;Managing Partner;President;Principal,Integrity Financial Group,ryancoiner@ifgtx.com,,Salesforce
11036631,Inactive Investor,Iman Wilson,,J.P. Morgan Securities LLC Atlanta GA 9 Georgia Ave SE,iman.wilson@jpmorgan.com,,Salesforce
11100601,Inactive Investor,Emma Martel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10841869,Inactive Investor,Scott Borg,Vice President - Wealth Management,Citigroup Global Markets Inc. Staten Island NY 1492 Hylan Blvd,,,Salesforce
11049980,Inactive Investor,Anna Lam,,"Transamerica Financial Advisors, Inc Canton MA 45 Dan Rd",anna.lam@tfaconnect.com,,Salesforce
226529,, -,,[[Unknown]],grubb123@aol.com,,Initial Salesforce Import
10982865,Inactive Investor,Austin Carter,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
10880214,Inactive Investor,Jason Hull,Financial Advisor,The Huntington Investment Company Zionsville IN 1207 W Oak St,jason.hull@huntington.com,,Salesforce
10889058,Inactive Investor,Matthew Costello,Financial Advisor,"Osaic Wealth, Inc. Danville CA 871 Richard Ln",,,Salesforce
143092,,Lloyd Coates,Financial Advisor,"SunTrust Advisory Services, Inc.",randy.coates@suntrust.com,386-265-6655,
11076695,Inactive Investor,Ryan Scanlon,Investment Advisor Representative;Managing Member,Derigo Capital,rscanlon@derigocapital.com,,Salesforce
11130770,Inactive Investor,Christopher Farrell,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,christopher.farrell@jpmorgan.com,,Salesforce
10918578,Inactive Investor,Elizabeth Johanson,,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",elizabeth.johanson@ampf.com,,Salesforce
10659460,,Lora Corno,,,lora.corno@nm.com,,List Import
9644927,,Steven Ankerstar,,,vipservices@afterburner-financial.com,,List import
10908693,Inactive Investor,Neil Collins,Chief Compliance Officer;Managing Member,"Marblehead Capital, LLC",,,Salesforce
9608478,,Alcalli Sabat,,,elsabat84@yahoo.com,,List import
10830751,Inactive Investor,Harold Smith,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",harold_smith@ml.com,,Salesforce
11017283,Inactive Investor,Brandon Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",brandon.a.thomas@ml.com,,Salesforce
10868221,Inactive Investor,David Lee,Financial Advisor,Commonwealth Financial Network Mountlake Terrace WA 6912 220th St SW,dlee@commonwealth.com,,Salesforce
10489081,,Tanya Radford,Director - Operations,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",tanya.radford@ampf.com,469-366-7202,List Import
11138878,Inactive Investor,Chris Gilliam,,"Farmers Financial Solutions, LLC Colleyville TX 1009 Cheek Sparger Rd",cgilliam@farmersagent.com,,Salesforce
9567201,,Jacob Fechter,,,jfechter@bamstl.com,,List import
9639346,,Yiho Yiu,,,yyiu@scsfinancial.com,,List import
10907245,Inactive Investor,Deshon Toney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",deshon.toney@ml.com,,Salesforce
10611660,,Daniel Figuly,Financial Advisor,,daniel.a.figuly@wellsfargoadvisors.com,,List Import
10959893,Inactive Investor,Stephen Baker,,Emerson Equity LLC,,,Salesforce
11011933,Inactive Investor,Seth Gorman,Investment Advisor Representative,PFS Investments Inc. Noblesville IN 802 Mulberry St,sgorman@primerica.com,,Salesforce
10619161,,Barbara Best,,,bbest@capstratig.com,,List import
372213,,GENG HAO,,United States,gsbghh@outlook.com,,Salesforce
11107848,Inactive Investor,Alex Bryer,,Snowden Account Services LLC Bethesda MD 8120 Woodmont Ave,abryer@snowdenlane.com,,Salesforce
10757408,Inactive Investor,Harlan Fischer,,Cetera Advisor Networks LLC East Setauket NY 21 Bennetts Rd,fischerh@ceteranetworks.com,,Salesforce
11122155,Inactive Investor,Scott Willig,,J.P. Morgan Securities LLC,scott.willig@jpmorgan.com,,Salesforce
9627799,,Maria nikolova,,,nikolom@rockefeller.edu,,List import
10980495,Inactive Investor,Amanda Wilmot,Client Service Specialist,"Ameriprise Financial Services, LLC Johnson City TN 208 Sunset Dr",amanda.wilmot@ampf.com,,Salesforce
11036683,Inactive Investor,Charles Foster,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",chuck.foster@nm.com,,Salesforce
10842634,Inactive Investor,Mark Laflamme,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Deland FL 120 S Woodland Blvd",mark.laflamme@ampf.com,,Salesforce
10807459,Inactive Investor,Stuart Bristow,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",stuart.bristow@rbc.com,,Salesforce
340573,,Bruce Rubin,Chief Financial Officer,"Oxford Square Management, Llc",brubin@ticc.com,203-983-5275,Manual List Upload
11119908,Inactive Investor,Andrew Osher,Partner,Resolute Partners Group,andrew@resolutepg.com,,Salesforce
9638880,,Hilary Coghill,,,hilary.coghill@city-asset.co.uk,,List import
11154532,Inactive Investor,Lawrence Doody,,"Uhlmann Price Securities, LLC",ldoody@upsecurities.com,,Salesforce
10790230,Inactive Investor,Karen Oneill,,Lincoln Investment,koneill@lincolninvestment.com,,Salesforce
11167937,Inactive Investor,Sergio Forlini,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,sergio.forlini@ubs.com,,Salesforce
10943297,Inactive Investor,James Schaller,Financial Professional,LPL Financial LLC Portland OR 4535 SE Woodstock Blvd,jim.schaller@lpl.com,,Salesforce
11160864,Inactive Investor,Joel Mohr,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joel.mohr@fidelity.com,,Salesforce
10801231,Inactive Investor,Julianne Gwizdala,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",julianne_gwizdala@ml.com,,Salesforce
1001888,Inactive Investor,Michael Unger,Partner & Portfolio Manager,Boston Family Office,michaelu@bosfam.com, +1 617 624 0800,
11022641,Inactive Investor,Hector Montano Castro,,J.P. Morgan Securities LLC Fort Bragg CA 120 E Alder St,hector.montano-castro@jpmorgan.com,,Salesforce
10929885,Inactive Investor,Brian Dover,Financial Advisor,Edward Jones Plymouth MI 801 W Ann Arbor Trl,brian.dover@edwardjones.com,,Salesforce
11185820,Inactive Investor,Kim Richfield,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10905564,Inactive Investor,Loris Rose,,"Centaurus Financial, Inc. Santa Ana CA 2224 E Santa Clara Ave",,,Salesforce
9562127,,Melinda Kelly,,,melindakelly@voya.com,,List import
10761859,Inactive Investor,Kelly Luken,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",kelly_luken@ml.com,,Salesforce
10860956,Inactive Investor,L. Michael Davis,,"Kestra Investment Services, LLC Austin TX 901 S Mo Pac Expy",mdavis@kestrafinancial.com,,Salesforce
10857620,Inactive Investor,Sean Reynolds,Vice President - Investments,"Raymond James & Associates, Inc. Buffalo NY 468 Delaware Ave",sean.reynolds@raymondjames.com,,Salesforce
9548548,,Ss Hong,,,genihong@naver.com,,List import
11111867,Inactive Investor,Lukas Mihailovich,Client Associate,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",,,Salesforce
10843140,Inactive Investor,Joseph Utchel,,"Avantax Investment Services, Inc. Casselberry FL Private Residence",,,Salesforce
10861313,Inactive Investor,Charles Rembert,Chairman;Chief Executive Officer;Director;Regulatory Contact,Rembert Pendleton Jackson,cer@rpjadvisors.com,,Salesforce
10619438,,Octoberr Walter,,,tobbie.walter@morganstanley.com,,List Import
11213116,Inactive Investor,Summer Pretzer,,Cetera Advisor Networks LLC San Diego CA 655 W Broadway,,,Salesforce
9637150,,Jonathon Juracek,Vice President,Crow Holdings Capital,jjuracek@crowholdingscapital.com,,List import
10616614,,Giuseppe Pannarale,,,joe.pannarale@lpl.com,,List Import
10894711,Inactive Investor,Steven Wright,,Kovack Securities Inc. Winter Haven FL 154 Avenue H SE,,,Salesforce
11232551,Inactive Investor,Lisa Mullen,,"Wells Fargo Advisors Financial Network, LLC Mason OH Private Residence",,,Salesforce
10615520,,Arthur Podnos,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",,arthur.podnos@morganstanley.com,,List Import
11132380,Inactive Investor,Ryan Kaszycki,Partner;Wealth Manager,Creative Planning Aurora CO Private Residence,ryan.kaszycki@thinkingbeyond.com,,Salesforce
11128550,Inactive Investor,Nelson Crane,,Vanguard Marketing Corporation,nelson_crane@vanguard.com,,Salesforce
10994179,Inactive Investor,Shea Southers,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
152807,,fghgfh dfgdg,,[Unknown],fgfghgfh@gmail.com,,
234661,, -,,[[Unknown]],kang1472@gmail.com,,
10657230,,James Barnes,,,jim.barnes@lpl.com,,List Import
11229287,Inactive Investor,Constanza Jelambi Illanes,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10775024,Inactive Investor,Deepak Ganju,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",deepak.ganju@ml.com,,Salesforce
231554,, -,,[[Unknown]],charltonadvisors@gmail.com,,
226501,, -,,[[Unknown]],raulquintanilla@att.net,,Initial Salesforce Import
11031495,Inactive Investor,Brian Weigle,Director;Executive Vice President,PFS Investments Inc.,bweigle@primerica.com,,Salesforce
10926205,Inactive Investor,Ryan Becker,Chief Compliance Officer;Managing Member;Managing Partner,"Oceanus Capital Partners, LLC",,,Salesforce
11120323,Inactive Investor,Christopher Jones,Financial Advisor,Edward Jones San Antonio TX 14607 San Pedro Ave,,,Salesforce
11134551,Inactive Investor,Glen Whittington,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",glen.whittington@53.com,,Salesforce
9552870,,Jacqueline Griffin,,,bluesea888@btinternet.com,,List import
10619979,,Shane Harjes,,,sharjes@cressetcapital.com,,List import
10869417,Inactive Investor,Siu Leung,Managing Director,Citigroup Global Markets Inc. Palo Alto CA 535 Cowper St,,,Salesforce
191957,,Joey DeFilippo,,[Unknown],joeydefilippo@gmail.com,,Organic Search
11127465,Inactive Investor,Kathleen Rzeplinski,,"Osaic Wealth, Inc. Mendocino CA 11000 Wildwood Ln",,,Salesforce
10996391,Inactive Investor,Max Nelkens,,J.P. Morgan Securities LLC New York NY 225 5th Ave,max.nelkens@jpmorgan.com,,Salesforce
10960476,Inactive Investor,Christopher Hall,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11087013,Inactive Investor,Samantha Rice,,Thrivent Investment Management Inc. Southgate MI 13424 Dix Toledo Rd,samantha.rice@thrivent.com,,Salesforce
11113643,Inactive Investor,Julian Castiblanco Canon,,"CUSO Financial Services, L.P. Orange CA 3743 W Chapman Ave",,,Salesforce
11062824,Inactive Investor,Michael Barry,,NYLIFE Securities LLC Walpole MA 17 Pheasant Hill Rd,mfbarry@ft.newyorklife.com,,Salesforce
11013495,Inactive Investor,David Downey,,"BFC Planning, Inc. Marion IA Private Residence",,,Salesforce
10894669,Inactive Investor,Bradford Mecklenburg,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",,,Salesforce
11105453,Inactive Investor,Ravon Morgan,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,rmorgan.8atry@primerica.com,,Salesforce
11042693,Inactive Investor,Terrence Daniel,Advisor,"Vista Capital Partners, Inc.",,,Salesforce
10964727,Inactive Investor,Matthew Francis,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",matthew.francis@raymondjames.com,,Salesforce
11099112,Inactive Investor,Maria Ventura,,"Wells Fargo Clearing Services, LLC North Las Vegas NV 5970 Losee Rd",maria.d.ventura@wellsfargo.com,,Salesforce
10825866,Inactive Investor,Shane Kollenborn,Associate Vice President - Investments,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",shane.kollenborn@raymondjames.com,,Salesforce
11208627,Inactive Investor,Christopher Loucks,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 13840 N Frank Lloyd Wright Blvd",,,Salesforce
10812213,Inactive Investor,Stephen Bridges,,NYLIFE Securities LLC Hampton SC 16 Mulberry St W,sbridges@ft.newyorklife.com,,Salesforce
334288,,Susan Travis,,Mercer Global Advisors Inc.,susan.travis@merceradvisors.com,,
11163544,Inactive Investor,Holly Mackay,Investment Advisor Representative,"Osaic FA, Inc. Rockville MD 5410 Edson Ln",holly.mackay@lfg.com,,Salesforce
11001634,Inactive Investor,Asad Ladak,,"Wells Fargo Clearing Services, LLC Palos Verdes Peninsula CA 27440 Hawthorne Blvd",asad.abbas@wellsfargo.com,,Salesforce
9565370,,Joel Post,,,joel.post@ubs.com,,List import
9635292,,Matthew Arhontas,,,m.arhontas@lpl.com,,List import
10900730,Inactive Investor,Victor Quezada,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,vquezada@primerica.com,,Salesforce
9589444,,Nancy Cleveland,,,nan@clevelandhauswirth.com,,List import
9637506,,Caroline Cooley,,,ccooley@crestlineinc.com,,List import
9641501,,Troy Douros,,,googonghomes@gmail.com,,List import
10987514,Inactive Investor,Alec Horley,Investment Advisor Representative,LPL Financial LLC Portland OR 111 SW 5th Ave,alec.horley@lpl.com,,Salesforce
11092636,Inactive Investor,Shane Cameron,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",shane.cameron@equitable.com,,Salesforce
10972347,Inactive Investor,Todd Caputo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,todd_caputo@vanguard.com,,Salesforce
9558103,,Jeffrey Robinson,,,jeffrey.robinson@53.com,,List import
10828694,Inactive Investor,Mark Young,President,"ClearView Financial, Inc. San Diego CA 5151 Shoreham Pl",mark@clearviewfin.com,,Salesforce
10944647,Inactive Investor,Scott Koesterer,Chief Compliance Officer;Managing Member;Managing Partner,Capital Asset Advisors LLC.,scott@capassetadv.com,,Salesforce
11110745,Inactive Investor,Ira Rothblut,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",irothblut@phoenixinc.com,,Salesforce
11157100,Inactive Investor,Kyle Dickhaus,,"U.S. Bancorp Investments, Inc. Wayzata MN 1212 Wayzata Blvd E",kyle.dickhaus@usbank.com,,Salesforce
10915086,Inactive Investor,Derek Laniel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10466619,,jens pilegaard,,,piljens@gmail.com,,Web Form Fillout
11135017,Inactive Investor,Nazim Qureshi,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",nazim.qureshi@nm.com,,Salesforce
233071,, -,,[[Unknown]],jimslater@kdc.net.au,,
10789121,Inactive Investor,Christopher Maher,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",chris.maher@ml.com,,Salesforce
10893791,Inactive Investor,Stephen Sabatini,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
236554,, -,,[[Unknown]],decollett@cox.net,,
10853110,Inactive Investor,Roger Simmons,Financial Advisor,LPL Financial LLC New Braunfels TX 308 E San Antonio St,roger.simmons@lpl.com,,Salesforce
11092700,Inactive Investor,John Sitarz,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",sitarz.john@principal.com,,Salesforce
373301,,Elliott Matthews,,[Unknown],elliottfmatthews@gmail.com,,source
9578762,,Woodward Odiorne,,,woody.odiorne@ellisinvestmentpartners.com,,List import
10897243,Inactive Investor,Roy Mastrangelo,Financial Advisor,LPL Financial LLC Westwood NJ 183 Old Tappan Rd,roy.mastrangelo@lpl.com,,Salesforce
10912318,Inactive Investor,Veronica Payne,,"Frost Brokerage Services, Inc.",vgonzalez@frostbank.com,,Salesforce
11160437,Inactive Investor,James Pulver,,Revere Securities LLC Boca Raton FL 1900 NW Corporate Blvd,jpulver@reveresecurities.com,,Salesforce
11102420,Inactive Investor,Daniel Stell,Financial Advisor,Edward Jones Houston TX 1616 Clear Lake City Blvd,daniel.stell@edwardjones.com,,Salesforce
10949423,Inactive Investor,George Cortazzi,,Deutsche Bank Securities Inc.,,,Salesforce
11097872,Inactive Investor,Karl Spurzem,Financial Advisor,Mountain Capital Investment Advisors Inc Thornton CO 9351 Grant St,kspurzem@mountaincapital.us,,Salesforce
11117070,Inactive Investor,Bradley Blessing,,State Farm VP Management Corp. Belleview FL 5612 SE Abshier Blvd,bradley.blessing.qyfk@statefarm.com,,Salesforce
10787988,Inactive Investor,Mat Johnson,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
11085878,Inactive Investor,Christopher Neal,,"Wells Fargo Clearing Services, LLC Collegeville PA 222 E Main St",christopher.neal@wfadvisors.com,,Salesforce
10824391,Inactive Investor,Armando Gil,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hollywood FL 5701 Hollywood Blvd",armando.gil@tfaconnect.com,,Salesforce
11200587,Inactive Investor,Lilrene Smith,Portfolio Associate,Morgan Stanley Easton PA 101 Larry Holmes Dr,lilrene.smith@morganstanley.com,,Salesforce
10791489,Inactive Investor,Sandra Cutcliffe,Financial Advisor,"Ameriprise Financial Services, LLC Sun City Center FL 1517 Sun City Center Plz",sandra.m.cutcliffe@ampf.com,,Salesforce
11162767,Inactive Investor,Amandeep Singh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 5310 Auburn Blvd",,,Salesforce
10910584,Inactive Investor,Jason Hoffman,Vice President,"Citizens Securities, Inc. Melville NY 859 Walt Whitman Rd",jason.hoffman@citizensbank.com,,Salesforce
10596268,,Doug Seelicke,,,dseelicke@stephens.com,,Web Form Fillout
9642309,,cristian salinas,,,cristians1988@gmail.com,,List import
11090561,Inactive Investor,Daniel Welch,Financial Advisor,LPL Financial LLC Northville MI 126 N Center St,dan.welch@lpl.com,,Salesforce
9645947,,Jessica Thompson,,,jessie@land-hawk.com,,List import
11076018,Inactive Investor,John Kessler,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",john.kessler@nm.com,,Salesforce
10920898,Inactive Investor,Christopher Marcus,Assistant Vice President,"Stifel, Nicolaus & Company, Incorporated",marcusc@stifel.com,,Salesforce
10964141,Inactive Investor,Aarti Mathur,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",,,Salesforce
10768851,Inactive Investor,Larry Davenport,,"OFG Financial Services, Inc. Fort Scott KS 399 E Hudson St",larrydavenport@ofgfinancial.com,,Salesforce
51375,,Brandon Averill,"Partner, CCO","Awm Capital, Llc",brandon@awmcap.com,323-940-1339,Manual List Upload
10844892,Inactive Investor,John Taylor,Financial Advisor,"Independent Financial Group, LLC Camp Verde AZ 51 W Hollamon St",ttaylor@ifgrr.com,,Salesforce
10794681,Inactive Investor,Darren Royal,Financial Advisor,LPL Financial LLC Denver CO 7900 E Union Ave,darren.royal@lpl.com,,Salesforce
10683596,,[Unknown],,,tlee@leehawaii.com,,Web form fillout
11234949,Inactive Investor,Alan Schapire,Wealth Advisor,"Buckingham Strategic Wealth, LLC Plymouth Meeting PA 600 W Germantown Pike",,,Salesforce
11100476,Inactive Investor,Benjamin Verhulst,Financial Advisor,"Charter Capital Management, Inc",bverhulst@chartercapital.net,,Salesforce
209536,,Graeme Nicoll,,[Unknown],graeme.nicoll@gmail.com,,Organic Search
11033639,Inactive Investor,Zachary Kammeraad,Financial Advisor,"MML Investors Services, LLC Holland MI 99 E 8th St",zkammeraad@financialguide.com,,Salesforce
10776546,Inactive Investor,Scott Hufault,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",scott_hufault@ml.com,,Salesforce
10661559,,Gregg Wilkow,,,gwilkow@wilkow.com,,List Import
11022531,Inactive Investor,Ninamaria Byrd,Client Service Advisor,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",ninamaria.byrd@lfg.com,,Salesforce
11020829,Inactive Investor,Solsire Portillo Sandrea,,J.P. Morgan Securities LLC Miami FL 1901 SW 8th St,solsire.portillo-sandrea@jpmorgan.com,,Salesforce
11035583,Inactive Investor,Jordan Rice,,MWA Financial Services Inc. Grand Rapids MI 890-3 Mile Rd NW,jordan.s.rice@mwarep.org,,Salesforce
11037854,Inactive Investor,Min Choi,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,min.choi@jpmorgan.com,,Salesforce
11187804,Inactive Investor,Jenna Malone,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",jenna.malone@tiaa.org,,Salesforce
11044673,Inactive Investor,Scott Mahoney,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Rehoboth Beach DE 511 N Boardwalk",,,Salesforce
11164678,Inactive Investor,Robert O'Neill,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",robert.s.oneill@ml.com,,Salesforce
10760304,Inactive Investor,Richard Whalen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,richard.whalen@ubs.com,,Salesforce
113242,,Lisa Lawwill,,"Prospera Financial Services, Inc.",lisa.lawwill@prosperafinancial.com,828-255-5227,
11025352,Inactive Investor,Thomas Sullivan,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",thomas.sullivan@equitable.com,,Salesforce
9613552,,Sadiki Wiltshire,,,sadikiw@alumni.princeton.edu,,List import
11068364,Inactive Investor,Samuel Kim,Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,samuel.s.kim@jpmorgan.com,,Salesforce
3689204,,Alexandre Bertin,,,contact@blockchain-elite.fr,,Web Form Fillout
10976506,Inactive Investor,Shanna Wexelblatt,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,,,Salesforce
10869879,Inactive Investor,Robert Marmor,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2121 Avenue of the Stars",robert.marmor@ampf.com,,Salesforce
11108284,Inactive Investor,James Medlock,,B. Riley Wealth Management Vancouver WA 10000 NE 7th Ave,,,Salesforce
9573965,,James Neidinger,Assistant Vice President,Fisher Investments,j.neidinger@fi.com,,List import
9642842,,Kip Robbins,,,kbrobbins@hotmail.com,,List import
11061541,Inactive Investor,Bryan Beck,,J.P. Morgan Securities LLC Albuquerque NM 340 Eubank Blvd NE,bryan.beck@jpmorgan.com,,Salesforce
11063106,Inactive Investor,Michael Homer,Financial Advisor;Wealth Advisor,Financial Advocates Investment Management Moses Lake WA 1010 S Pioneer Way,mhomer@financialadvocates.com,,Salesforce
11035499,Inactive Investor,Michele McMahon,Advisor Associate,William Blair San Francisco CA 343 Sansome St,mmcmahon@williamblair.com,,Salesforce
10559511,,Chris Gold,,,chrisgoldmd@yahoo.com,3104829413,Web form fillout
9545075,,Vaughn Bellocchio,,,vaughn.vab@gmail.com,,List import
10902560,Inactive Investor,Luke Terry,,"Rehmann Financial Network, LLC",luke.terry@rehmann.com,,Salesforce
9585737,,John Brosnahan,,,john.brosnahan@voyafa.com,,List import
11026442,Inactive Investor,Thomas Schott,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10988999,Inactive Investor,Mireille Winn,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,mmackey@primerica.com,,Salesforce
10838147,Inactive Investor,Michael Haymond,Financial Advisor,Cooper McManus,,,Salesforce
9642570,,Scott Lenhardt,,,slprolandscape@sbcglobal.net,,List import
10985233,Inactive Investor,Klinton Werth,,J.P. Morgan Securities LLC San Antonio TX 1000 E Basse Rd,klinton.werth@jpmorgan.com,,Salesforce
11050854,Inactive Investor,Phyllis Doyle Smith,,"First Heartland Capital, Inc. Gettysburg PA 395 Buford Ave",pdoyle@firstheartland.com,,Salesforce
10906305,Inactive Investor,Geneen Von Kloha,Advisor;Chief Financial Officer,"Moneta Group Investment Advisors, LLC",gvonkloha@monetagroup.com,,Salesforce
10565551,,Wendell Mayo,,,wam06@protonmail.com,,Web Form Fillout
10926663,Inactive Investor,Purnima Kashyap,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
10911056,Inactive Investor,Anne Norris,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",anne.norris@wfafinet.com,,Salesforce
10489247,,Joseph Westlund,Investment Advisor,Fisher Investments,j.westlund@fi.com,,List Import
11184751,Inactive Investor,Amy Carter,,State Farm VP Management Corp. Cedar City UT 2092 W Cross Hollow Rd,,,Salesforce
10949691,Inactive Investor,Robert Phelan,Investment Advisor Representative;Managing Member,Concierge Financial Advisor LLC,,,Salesforce
9554322,,Tanya Lynne,,,tatianarcs@hotmail.com,,List import
9551153,,Seth Bermel,,,sbermel@firstrepublic.com,,List import
237460,, -,,[[Unknown]],cuong88it@gmail.com,,Organic Search
11197718,Inactive Investor,Ryan Brinker,Financial Advisor,Edward Jones Saint Louis MO 5350 Loughborough Ave,ryan.brinker@edwardjones.com,,Salesforce
10962521,Inactive Investor,Joshua Styler-Tracy,,"Trinity Wealth Securities, L.L.C. Philadelphia PA 100 S Broad St",,,Salesforce
10807002,Inactive Investor,Thomas Matug,Financial Advisor;Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,thomas.matug@morganstanley.com,,Salesforce
10825452,Inactive Investor,Anthony Dastice,,PFG Advisors Phoenix AZ 3428 W Anthem Way,,,Salesforce
10756361,Inactive Investor,Richard Callahan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,richard.callahan@fidelity.com,,Salesforce
11159497,Inactive Investor,Jeffrey Scruggs,Chairman,"Pettyjohn, Wood & White, Inc.",,,Salesforce
10487679,,Anne Jones,,"Lion Street Advisors, LLC",anne.jones@gmail.com,,List Import
11044534,Inactive Investor,Tatyana Zak,,J.P. Morgan Securities LLC Marlboro NJ 2 S Main St,tatyana.zak@jpmorgan.com,,Salesforce
10854136,Inactive Investor,Karen Davis,,Key Investment Services LLC Avon Lake OH 32000 Walker Rd,karen.davis@key.com,,Salesforce
351426,,Eric Darmofal,Private Wealth Advisor,Horizon Technology Finance,eric@horizontechfinance.com,860-676-8654,Manual List Upload
11014900,Inactive Investor,John Howard,,NYLIFE Securities LLC North Judson IN 220 Lane St,jmhoward@ft.newyorklife.com,,Salesforce
11032410,Inactive Investor,Jason Steinke,Finance Associate,Thrivent Investment Management Inc. Janesville WI 3447 Mount Zion Ave,jason.steinke@thrivent.com,,Salesforce
11073685,Inactive Investor,Michael Hanley,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,mike.hanley@morganstanley.com,,Salesforce
11175661,Inactive Investor,Jeremy Hui,,J.P. Morgan Securities LLC West Covina CA 2800 E Workman Ave,jeremy.hui@chase.com,,Salesforce
10878,,Alexander Robertson,President,Tiger Management L.L.C.,alexander.robertson@tigerfund.com,1-212-984-8869,Direct
342845,,Jan Schaefer,Managing Director,North Star Wealth Investors,jans2@optonline.net,,Other
6805512,,Justin Liska,,,jmlinvestments50@gmail.com,,Web Form Fillout
9620621,,Ryan Cargill,,,shoppedatgill@gmail.com,,List import
11030012,Inactive Investor,Judith Webster,Solicitor,DT Investments I LLC San Francisco CA Private Residence,,,Salesforce
9624154,,Shelley Grubb,,,srgrubb1@gmail.com,,List import
10871331,Inactive Investor,David Knapp,,"Northwestern Mutual Investment Services, LLC Ripon WI 124 E Blossom St",david.knapp@nm.com,,Salesforce
10953979,Inactive Investor,Yun Chen,,Evercore Group L.L.C.,yun.chen@evercore.com,,Salesforce
11017495,Inactive Investor,Olivia Merenda,,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",,,Salesforce
10846556,Inactive Investor,Traci Sherrod,,Cetera Advisor Networks LLC La Mesa CA Private Residence,,,Salesforce
11176591,Inactive Investor,Kari Sickling,,"Raymond James & Associates, Inc.",kari.sickling@raymondjames.com,,Salesforce
10937706,Inactive Investor,Daniel Mcnutt,,"Empower Financial Services, Inc Cedarburg WI Private Residence",daniel.mcnutt@empower.com,,Salesforce
10886604,Inactive Investor,Jose Abdala,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jose.abdala@jpmorgan.com,,Salesforce
10874530,Inactive Investor,Susan Santos,,State Farm VP Management Corp. Waipahu HI 94-229 Waipahu Depot St,susan.santos.nz70@statefarm.com,,Salesforce
10821657,Inactive Investor,Peter Snyder,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",peter.d.snyder@wellsfargoadvisors.com,,Salesforce
9544307,,John Andrianarisoa,,,irambao@gmail.com,,List import
11100694,Inactive Investor,Michael Stockton,,"Cambridge Investment Research, Inc. Mountain Home AR 226 E 1st St",,,Salesforce
10918503,Inactive Investor,Gregory Hogan,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",gregory.hogan@ml.com,,Salesforce
11005560,Inactive Investor,Julie Roth,Wealth Manager,"Monterey Private Wealth, Inc.",jroth@montereypw.com,,Salesforce
339108,,Andrew Vogel,Partner,"Zmc Advisors, L.p.",avogel@zmclp.com,212-944-2056,Manual List Upload
10807875,Inactive Investor,Cara Koeritz,Financial Advisor,Edward Jones Reno NV 10447 Double R Blvd,cara.koeritz@edwardjones.com,,Salesforce
10761898,Inactive Investor,Bryan Kissling,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",bryan.kissling@wellsfargoadvisors.com,,Salesforce
11296232,,Debayaani Bhatta,,,debayaanibhatta@gmail.com,,Web Form Fillout
11077709,Inactive Investor,Joshua McCarty,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Harrisburg PA 22A N 2nd St",,,Salesforce
9647565,,Teresa Dahl,,,teresa.dahl@ubs.com,,List import
9580216,,David Pursell,,,dp@corealtcapital.com,,List import
118276,,Patrick Dolan,,"MML Investors Services, LLC",pdolan@massmutual.com,973-237-0100,
10840641,Inactive Investor,James Minton,,"Investment Planners, Inc. Mount Zion IL 445 N State Rte 121",jimm@investment-planners.com,,Salesforce
11097361,Inactive Investor,Megan Rooney,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10801044,Inactive Investor,Douglas Macomber,Financial Advisor,Edward Jones Carmel IN 890 E 116th St,douglas.macomber@edwardjones.com,,Salesforce
10932243,Inactive Investor,Mark Oyadomori,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",mark.oyadomori@raymondjames.com,,Salesforce
349977,,William Campbell,Financial Advisor,"MML Investors Services, LLC",williamcampbell3@financialguide.com,318-227-9996,
246139,,Not Provided,,Coinbase,lawrencezlatkin@gmail.com,,Manual List Upload
11156903,Inactive Investor,Colleen Walsh,Vice President,"Equitable Advisors, LLC Melville NY 395 N Service Rd",colleen.walsh@equitable.com,,Salesforce
11063546,Inactive Investor,Matt Ambrosino,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,matt.ambrosino@fmr.com,,Salesforce
346948,,Deryl Couch,"Managing Director , General Counsel","Sun Capital Advisors, L.p.",dcouch@suncappart.com,561-394-0550,Manual List Upload
9627090,,Mary Freeman,,,mary.freeman@bmhcc.org,,List import
9614278,,Robert Menning,,,rmenning@phn.com,,List import
10762547,Inactive Investor,Ryan Hamilton,Financial Advisor,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,rhamilton@janney.com,,Salesforce
5665494,,hd ghgfh,,,fexagrr46495@sunetoa.com,8887656543,Web Form Fillout
10864133,Inactive Investor,Daniel Mackey,Chief Financial Officer;Investor Relations Officer;Shareholder,4Thought Financial Group Inc.,dmackey@4tfg.com,,Salesforce
10829729,Inactive Investor,Patrick Sweeney,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Newport RI 284 Bellevue Ave,patrick.m.sweeney@morganstanley.com,,Salesforce
10615025,,Thomas Van Dyk,"Director - Insurance Planning, Financial Advisor",,thomas.vandyk@morganstanley.com,,List Import
11236020,Inactive Investor,Kenneth Fry,Investment Advisor Representative,IFS Group,ken@ifsgroup1.com,,Salesforce
10796485,Inactive Investor,Matthew Somberg,Investment Advisor,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,msomberg@cfnmail.com,,Salesforce
336041,,Jon Loth,"Vice President, CFA, Portfolio Manager","Nuveen Fund Advisors, Llc",jon.loth@nuveen.com,312-917-7700,Manual List Upload
10759471,Inactive Investor,Todd Nichols,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Federal Way WA 1436 S 312th St",todd.nichols@usbank.com,,Salesforce
11102221,Inactive Investor,Michael Hall,,Cetera Advisor Networks LLC Omaha NE 10831 Old Mill Rd,,,Salesforce
10927121,Inactive Investor,Brett Hammer,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,brett.hammer@fidelity.com,,Salesforce
10995971,Inactive Investor,Taylor Turner,Relationship Manager,"Fifth Third Securities, Inc. Raleigh NC 7541 Creedmoor Rd",taylor.turner@53.com,,Salesforce
11221409,,Richard Dolson,,,rick.dolson@nisa.com,,List Import
10900531,Inactive Investor,David Im,Financial Advisor,Edward Jones Arlington MA 754 Massachusetts Ave,david.im@edwardjones.com,,Salesforce
9622261,,Kamil Skocze?,,,coxekip837@combcub.com,,List import
205881,,Phillip Cuartas,,[Unknown],phillip.cuartas@gmail.com,,Paid Social
11178232,Inactive Investor,Jacob Chandler,,"The Leaders Group, Inc.",,,Salesforce
10811980,Inactive Investor,Christian Olsen,Financial Advisor,J.P. Morgan Securities LLC New York NY 2099 Broadway,christian.c.olsen@jpmorgan.com,,Salesforce
10937858,Inactive Investor,Richard Majka,,"Allstate Financial Services, LLC Saint James NY 872 Middle Country Rd",richardmajka@allstate.com,,Salesforce
9569593,,Edward Tometich,,,edward.tometich@gdit.com,,List import
11015444,Inactive Investor,Candice Walton,Financial Planning Analyst,"Ameriprise Financial Services, LLC Grand Junction CO 743 Horizon Ct",candice.2.walton@ampf.com,,Salesforce
10968439,Inactive Investor,Adam Rieman,,Cetera Advisor Networks LLC Chicago IL 353 N Clark St,,,Salesforce
9568305,,? ning,,,2647294404@qq.com,,List import
175549,,Ben Gomez,Managing Director,[Unknown],bgomez@pilothouse.com, +1 617 742 9500,Database Upload
11154302,Inactive Investor,Ron Mentel,Financial Advisor,Morgan Stanley Allentown PA 515 Hamilton St,ron.mentel@morganstanley.com,,Salesforce
11017244,Inactive Investor,Michael Hood,Chief Compliance Officer;Founder;President,"Hood Financial, LLC",mike@hoodfinancial.com,,Salesforce
11174162,Inactive Investor,Lamont Brown,Partner,Odyssey Capital Advisors Inc.,lbrown@odysseyadvice.com,,Salesforce
11150673,Inactive Investor,Elizabeth Thai,Financial Advisor,Edward Jones Huntington Beach CA 5952 Warner Ave,elizabeth.thai@edwardjones.com,,Salesforce
11012190,Inactive Investor,Vickie Dixon,,PFS Investments Inc. Chesaning MI 139 S Saginaw St,vdixon@primerica.com,,Salesforce
11085353,Inactive Investor,Linh Le,Senior Client Associate,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",linh.le@wellsfargoadvisors.com,,Salesforce
10768137,Inactive Investor,Susan Duggan,,Oppenheimer & Co. Inc. Philadelphia PA 1818 Market St,susan.duggan@opco.com,,Salesforce
9620119,,Jonathan F,,,info@prudenceholdings.com,,List import
11133667,Inactive Investor,Salvador Jaime,,"Wells Fargo Clearing Services, LLC La Mesa CA 5500 Grossmont Center Dr",salvador.jaime@wfadvisors.com,,Salesforce
10763995,Inactive Investor,Mitchell Becker,Financial Advisor,Edward Jones Lincoln NE 7580 S 57th St,mitch.becker@edwardjones.com,,Salesforce
10844244,Inactive Investor,Wes Blankman,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,wesley.blankman@fmr.com,,Salesforce
10753186,Inactive Investor,Andrea Spangenberger,Private Wealth Management Analyst,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,andrea.spangenberger@morganstanleypwm.com,,Salesforce
10884411,Inactive Investor,Kendall Kane,,Purshe Kaplan Sterling Investments,kendall.kane@lpl.com,,Salesforce
11233296,Inactive Investor,Christina Gokanakonda,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
218650,,Tony B,,[Unknown],tbalestreri@gmail.com,,
11052862,Inactive Investor,Klaudia Olkowski,Wealth Management Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,klaudia.olkowski@ubs.com,,Salesforce
11149821,Inactive Investor,Michael Okam,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",michael.okam@tiaa.org,,Salesforce
10798520,Inactive Investor,Jared Roche,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jared.roche@fidelity.com,,Salesforce
10769877,Inactive Investor,Timothy Daly,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Montvale NJ 200 Market St,tdaly@janney.com,,Salesforce
10869798,Inactive Investor,Derek Devon,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,derek.devon@fidelity.com,,Salesforce
11206086,Inactive Investor,Robin Muller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 1 Town Center Rd",robin.muller@wfafinet.com,,Salesforce
11183935,Inactive Investor,David Peckham,Owner;President,"Peckham, David A",,,Salesforce
11046293,Inactive Investor,Andrew Mcquillan,,"Bankers Life Securities, Inc. Roanoke VA 5115 Bernard Dr",andrew.mcquillan@bankerslife.com,,Salesforce
11205410,Inactive Investor,Arthur Devereux,First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",,,Salesforce
10768967,Inactive Investor,Timothy Agnew,Chief Compliance Officer;Partner;President,"Smith & Howard Wealth Management, LLC",tagnew@smithhowardwealth.com,,Salesforce
11220995,,Jason Stern,,,jstern@wpcapital.com,,List Import
7350542,,Tega Bigg,,,tegagbig@gmail.com,,Web Form Fillout
11179704,Inactive Investor,Benjamin Coon,Financial Advisor,Edward Jones Bettendorf IA 2870 Devils Glen Rd,benjamin.coon@edwardjones.com,,Salesforce
9605320,,Jeffrey Schweitzer,,,schweitzerj@univest.net,,List import
11074244,Inactive Investor,Andrew Davies,Chief Compliance Officer;President,"Davies Financial Advisors, Inc. Murrieta CA 41391 Kalmia St",andy@ajdavies.net,,Salesforce
248503,,Aryan Vaidya,Chief of Staff,Scholars of Finance,aryan@scholarsoffinance.org,,Manual List Upload
11095966,Inactive Investor,Evan Wax,Chief Compliance Officer;Managing Member;Portfolio Manager;President,Wax Asset Management LLC,evan@waxasset.com,,Salesforce
10870089,Inactive Investor,Shaun Felber,,Fidelity Brokerage Services LLC,shaun.felber@fmr.com,,Salesforce
9588297,,Melissa Manley,,,melissa@stillbluefinancial.com,,List import
9639236,,Kurt Spero,,,ks@oldfarmpartners.com,,List import
11071897,Inactive Investor,James Buchanan,,Citigroup Global Markets Inc.,james.m.buchanan@citi.com,,Salesforce
11058819,Inactive Investor,Michael Walker,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
9624420,,Nirujan Kana,,,nkana@ci.com,,List import
65040,,Damian Kipiela,,Poland,damiankipiela@yahoo.com,,
11035932,Inactive Investor,Sharron Regan,Paraplanner,"Ameriprise Financial Services, LLC Raleigh NC 5420 Wade Park Blvd",sharron.regan@ampf.com,,Salesforce
10849048,Inactive Investor,Jeffrey Muhle,President,"Financial Planning Concepts, Inc.",,,Salesforce
10907728,Inactive Investor,William Keeney,Investment Advisor Representative,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",wkeeney@nationallife.com,,Salesforce
10806954,Inactive Investor,Peter Ciavaglia,,LPL Financial LLC Rochester MI 1751 Jason Cir,peter.ciavaglia@lpl.com,,Salesforce
2951831,,Deb Ullrich,,,chrisullrich1962@gmail.com,,
10967302,Inactive Investor,Carl Vajdich,,State Farm VP Management Corp. Beachwood OH 3690 Orange Pl,carlvajdich@statefarm.com,,Salesforce
11134977,Inactive Investor,Jeffrey Baker,,"American Portfolios Financial Services, Inc. Greenfield MA 28 Federal St",,,Salesforce
11057797,Inactive Investor,Porter Draper,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10970361,Inactive Investor,Alexander Nelson,Financial Advisor,Edward Jones Durham NC 1911 Hillandale Rd,alexander.nelson@edwardjones.com,,Salesforce
10904877,Inactive Investor,Matthew Castellanos,Assistant Vice President;Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",matthew.castellanos@ml.com,,Salesforce
9540528,,Ronald Pacific Premier Trust FBO Ronald B Papanek,,Ronald Papanek,ronpapanek@yahoo.com,,3rd Party Lead Gen
10826139,Inactive Investor,Robert Clanton,,NYLIFE Securities LLC Greenville SC 14 Airport Rd,raclanton@ft.newyorklife.com,,Salesforce
10809912,Inactive Investor,Sean Buck,Assistant Vice President;Branch Operations Manager,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",sean.buck@raymondjames.com,,Salesforce
10820020,Inactive Investor,Mahlon Edwards,Chief Compliance Officer;Founder;President,Ntact Retirement Solutions,,,Salesforce
11211731,Inactive Investor,Roger Calhoun,Financial Advisor,"Ameriprise Financial Services, LLC Winston Salem NC 1365 Westgate Center Dr",roger.l.calhoun@ampf.com,,Salesforce
10775453,Inactive Investor,Tom Triolo,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,tom.triolo@thrivent.com,,Salesforce
11164090,Inactive Investor,Christine Koenings Hull,,Commonwealth Financial Network Tempe AZ 4515 S McClintock Dr,ckoenings-hull@commonwealth.com,,Salesforce
11254199,Inactive Investor,Jordan Mavrakos,,LPL Financial LLC Safety Harbor FL 335 9th Ave N,jordan.mavrakos@lpl.com,,Salesforce
11087762,Inactive Investor,Ivan Alvarado,,Hilltop Securities Inc. El Paso TX 221 N Kansas St,ivan.alvarado@hilltopsecurities.com,,Salesforce
10865535,Inactive Investor,Richard Gudaitis,Financial Advisor,LPL Financial LLC Kirkland WA 128 State St S,richard.gudaitis@lpl.com,,Salesforce
11097911,Inactive Investor,Daniel Vantimmeren,Chief Financial Officer;Co-President;Partner;Regulatory Contact;Senior Financial Advisor,LaFleur & Godfrey Private Wealth Management Grand Rapids MI 2900 Charlevoix Dr SE,danvt@lafleurgodfrey.com,,Salesforce
9558503,,Patrick Ryan,,,pmryan@ft.newyorklife.com,,List import
9610495,,Michael Swany,,,mswany13@icloud.com,,List import
224692,,C. Roland,,[Unknown],c.roland76@yahoo.com,,Direct
11006718,Inactive Investor,Domtilla Neri,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10809367,Inactive Investor,Dirk Alexander,,"New Century Financial Group, LLC Princeton NJ 118 Wall St",dalexander@ncfg.com,,Salesforce
11142424,Inactive Investor,Suresh Shah,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",suresh.shah@prudential.com,,Salesforce
11236899,Inactive Investor,Michael Martin,Executive Vice President,CWA Asset Management Group Charlotte NC 4201 Congress St,mmartin@cwafgi.com,,Salesforce
11034393,Inactive Investor,Barry Hill,Financial Advisor,Edward Jones Madisonville KY 55 E Broadway St,barry.hill@edwardjones.com,,Salesforce
10506198,,Angela Se,,,tytoalba1@att.net,,Web Form Fillout
10822230,Inactive Investor,Jocelyn Sullivan,Financial Advisor,"Ameriprise Financial Services, LLC San Francisco CA 44 Montgomery St",jocelyn.reitzelsullivan@ampf.com,,Salesforce
10887403,Inactive Investor,Phillip Caravia,,"Raymond James Financial Services, Inc. Fairview Heights IL 832 Lincoln Hwy",phillip.caravia@raymondjames.com,,Salesforce
9581172,,Joseph Dibella,,,jldibella@ft.newyorklife.com,,List import
9637434,,Marquice Chance,,,mchance@youngbirdfinancial.com,,List import
11194053,Inactive Investor,Zachary Bressick,,NYLIFE Securities LLC Santa Rosa CA 321 College Ave,zlbressick@ft.newyorklife.com,,Salesforce
10820088,Inactive Investor,Christopher Farrell,,"Cadaret, Grant & Co., Inc. East Syracuse NY Private Residence",cfarrell@cadaretgrant.com,,Salesforce
9570805,,Daniel Beltzman,,,dbeltzman@birchruncapital.com,,List import
10611758,,Nicholas Soares,Financial Advisor,,nicholas.soares@wellsfargoadvisors.com,,List Import
9627354,,Giulio Telloni,,,giuliotelloni27@gmail.com,,List import
10979710,Inactive Investor,Corliss Montero,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",corliss.montero@tiaa.org,,Salesforce
11208585,Inactive Investor,Thomas Mangia,Chief Compliance Officer;Chief Technology Officer;Principal;Shareholder,"Delta Capital Management, Inc.",,,Salesforce
10768599,Inactive Investor,Nancy Shaw,,LPL Financial LLC Boston MA 201 Washington St,nancy.shaw@lpl.com,,Salesforce
10798408,Inactive Investor,Jeffery Ward,Financial Advisor,Edward Jones Greensburg PA 206 N Main St,jeff.ward@edwardjones.com,,Salesforce
11090828,Inactive Investor,Nathalie Blanco-Herrera,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
10899709,Inactive Investor,Abigail Spaulding,Financial Professional,"MML Investors Services, LLC Nashville TN Private Residence",aspaulding@massmutual.com,,Salesforce
11023965,Inactive Investor,Michelle Christensen,,State Farm VP Management Corp. Racine WI 5401 Douglas Ave,michelle.christensen.jm6h@statefarm.com,,Salesforce
11235778,Inactive Investor,Stephen Fougerousse,,"Lifestyle Asset Management, Inc.",,,Salesforce
9600419,,Mike Rediger,,,mrediger56@hotmail.com,,List import
11155978,Inactive Investor,David Nieto,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",david.nieto@schwab.com,,Salesforce
11150943,Inactive Investor,Jeremy Perrin,,"Raymond James & Associates, Inc.",jeremy.perrin@raymondjames.com,,Salesforce
128976,,Era Wester,,Tolleson Private Wealth Management,ewester@tollesonwealth.com,(214) 252-3263,
11157322,Inactive Investor,Randy Baker,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MN 102 S Broadway",,,Salesforce
9641143,,Ian Chui,,,ianhaan@gmail.com,,List import
9609789,,Brian Pak,,,brianpak92@gmail.com,,List import
10833977,Inactive Investor,Steven Bonavita,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Washington DC 4841 Massachusetts Ave NW",steven.bonavita@wellsfargo.com,,Salesforce
10647951,,Maurice Dukes,,,mdukes@petrofunders.com,,List Import
10987352,Inactive Investor,Trenton Carothers,Financial Services Professional,"MML Investors Services, LLC Abilene TX 1 Village Dr",tcarothers@financialguide.com,,Salesforce
11151593,Inactive Investor,Amy Lipinski,,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,amy.lipinski@jpmorgan.com,,Salesforce
11156784,Inactive Investor,Robert Wright,Financial Consultant,LPL Financial LLC Issaquah WA Private Residence,,,Salesforce
9626565,,Pannika Sriintravanit,,,pannika.sei@hotmail.com,,List import
10910838,Inactive Investor,Paul Santos,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",paul.santos@equitable.com,,Salesforce
10861220,Inactive Investor,Brett Barnett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11161716,Inactive Investor,Kyle Krebs,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
350922,,R. Werner,"Managing Director, Wealth Advisor","Winthrop Partners - Wny, Llc",brian.werner@winthroppartners.com,716-322-7478,Manual List Upload
11095425,Inactive Investor,James Snell,,"Truist Investment Services, Inc. Culpeper VA 1300 Sunset Ln",,,Salesforce
9588227,,James Hopson,"President, CEO, CCO","Capital Advisory Group, Inc.",jhopson@cagwm.com,,List import
11183213,Inactive Investor,Daniel Willis,Supervisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10994097,Inactive Investor,Rachel Holbrook,Wealth Advisor,Corient Boston MA 1 Post Office Sq,rachel.holbrook@corient.com,,Salesforce
11031485,Inactive Investor,Tony Dean,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,tony.dean.cvch@statefarm.com,,Salesforce
10967610,Inactive Investor,Aaron Velasquez-Mao,,Jefferies LLC San Francisco CA 101 California St,avelasquez-mao@jefferies.com,,Salesforce
10824342,Inactive Investor,Rafael Cordaro,Financial Advisor,LPL Financial LLC Carmel IN 57 Cricketknoll Ln,rafael.cordaro@lpl.com,,Salesforce
11069583,Inactive Investor,Hunter Newbold,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",hunter.newbold@nm.com,,Salesforce
11130035,Inactive Investor,Dylan Angulas,Financial Advisor,Dominari Securities LLC,dylan@dominarisecurities.com,,Salesforce
10859107,Inactive Investor,Lee Davis,Independent Representative,PFS Investments Inc. Matthews NC 624 Matthews Mint Hill Rd,lee.davis@primerica.com,,Salesforce
10662361,,Thomas Varkados,,,thomas.varkados@kofc.org,,List Import
9610380,,Eugene Zhel,,,ezhelezniak@gmail.com,,List import
11012877,Inactive Investor,Shane Hillenga,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,mike.hillenga.waal@statefarm.com,,Salesforce
9586501,,Joshua Harden,,,joshua.harden214@gmail.com,,List import
11220236,,David Petty,,,david_petty@vanguard.com,,Other
11060052,Inactive Investor,Vaspour Antanesian,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,vantanesian@gwnsecurities.com,,Salesforce
10487506,,James Keith Nixon,"Financial Advisor, Vice President",Morgan Stanley,keith.nixon@morganstanley.com,,List Import
9606229,,Dad? Kelly,,,kkelly55@aol.com,,List import
10844093,Inactive Investor,Peter Albano,Financial Advisor,LPL Financial LLC Scranton PA 124 S Blakely St,palbano@lpl.com,,Salesforce
11205025,Inactive Investor,Tina Betz,,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",tina.betz@raymondjames.com,,Salesforce
10985596,Inactive Investor,Josiah Parker,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 3001 Broadway St NE,josiah.parker@thrivent.com,,Salesforce
9544581,,Brian Hanson,,,b.hanson@mac.com,,List import
11261321,Inactive Investor,Jacob Montes,Wealth Advisor,Dark Horse Advisors LLC Rancho Santa Fe CA 16950 Via De Santa Fe,,,Salesforce
11148770,Inactive Investor,Kyle Reichenbach,,"Kestra Investment Services, LLC Columbus OH 1901 Northwest Blvd",,,Salesforce
334327,,Kevin Jimeno,,Mercer Global Advisors Inc.,kjimeno@merceradvisors.com,,
10955311,Inactive Investor,Stacie Parker,,LPL Financial LLC Binghamton NY 68 Exchange St,stacie.parker@lpl.com,,Salesforce
10784151,Inactive Investor,Devin Meucci,Investment Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,devin.meucci@ubs.com,,Salesforce
10855093,Inactive Investor,James O'Grady,Financial Advisor,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,jamest.ogrady@lpl.com,,Salesforce
8481094,,John Armknecht,,Principal Financial Group,armknecht.john@principal.com,(801) 397-1754,List Import
11156498,Inactive Investor,Dante Simmons,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 54 W Wilson Bridge Rd",dante.simmons@ml.com,,Salesforce
11002604,Inactive Investor,Robert Shelton,,Commonwealth Financial Network Memphis TN 5050 Poplar Ave,rshelton@commonwealth.com,,Salesforce
9647684,,Liam O'Keeffe,,,liamokeeffe7@gmail.com,,List import
10807234,Inactive Investor,Amy Walker,Director,Morgan Stanley Bowling Green KY 563 Hub Blvd,amy.walker@morganstanley.com,,Salesforce
10972809,Inactive Investor,Jonathan Bryant,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jonathan.bryant@tiaa.org,,Salesforce
230093,, -,,[[Unknown]],stephanegray@bluewin.ch,,
10820716,Inactive Investor,Michael Williamson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",mwilliamson3@ml.com,,Salesforce
10835829,Inactive Investor,Phillip Ball,,"Raymond James Financial Services, Inc. Ashland OR 479 Russell St",geoff.ball@raymondjames.com,,Salesforce
10819873,Inactive Investor,Michael Malicay,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",michael.malicay@equitable.com,,Salesforce
11176799,Inactive Investor,Judd Schossow,,"FBL Marketing Services, LLC Girard KS 112 W Saint John St",judd.schossow@fbfs.com,,Salesforce
11061301,Inactive Investor,Robert Brooks,,"Northland Securities, Inc.",,,Salesforce
10977867,Inactive Investor,Kenia Bravo,,"U.S. Bancorp Investments, Inc. Whittier CA 13525 Whittier Blvd",kenia.bravo@usbank.com,,Salesforce
10876769,Inactive Investor,Julian Kidd,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,julian.kidd@fmr.com,,Salesforce
10829888,Inactive Investor,Frank Powell,,LPL Financial LLC Signal Mountain TN 424 Hampton Rd,frank.powell@lpl.com,,Salesforce
10978267,Inactive Investor,Chi Zhang,Alternative Investments;Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9630486,,nik b,,,nik13169@outlook.com,,List import
10875228,Inactive Investor,Sheila Stinson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chevy Chase MD 5550 Friendship Blvd",,,Salesforce
10914417,Inactive Investor,Steven Studebaker,,"The Investment Center, Inc. Hendersonville NC 157 4 Seasons Mall",sstudebaker@investmentctr.com,,Salesforce
333197,,Unknown Unknown,,Vicus Capital,ctreaster@vicuscapital.com,,Manual List Upload
347673,,Brian Smoluch,"Managing Member, Portfolio Manager",Hood River Capital Management Llc,bsmoluch@hoodrivercapital.com,561-484-5699,Manual List Upload
9593437,,Matthew Kelley,,,matt@goldmedalwaters.com,,List import
10645030,,Eugene Bensinger,,,ebensinger@mesirowfinancial.com,,List Import
10908175,Inactive Investor,Jerry Milam,,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,jerry.milam@primerica.com,,Salesforce
11176601,Inactive Investor,Cynthia Gallo,Relationship Manager,Citigroup Global Markets Inc. Cos Cob CT 453 E Putnam Ave,cynthia.h.gallo@citigroup.com,,Salesforce
10606135,,Gregory Stanek,"Member, Portfolio Manager","Gilman Hill Asset Management, LLC",greg.stanek@gilmanhill.com,203-571-0225,List Import
11047044,Inactive Investor,Joshua Dorfman,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",josh.dorfman@nm.com,,Salesforce
11079741,Inactive Investor,Brett Bina,,B. Riley Wealth Management Tampa FL 111 S Moody Ave,,,Salesforce
11190707,Inactive Investor,Jaime Mariscal,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",jaime.mariscal@ml.com,,Salesforce
10998619,Inactive Investor,Jeremy Truong,,LPL Financial LLC Brea CA 1 Pointe Dr,jeremy.truong@lpl.com,,Salesforce
344446,,Andrew Armstrong,Compliance Officer,"Holistic Financial Partners, Llc",andrew.armstrong@dinsmorecomplianceservices.com,317-550-3400,Manual List Upload
11027543,Inactive Investor,Peyton Schuler,,LPL Financial LLC Osseo MN 11272 86th Ave N,peyton.schuler@lpl.com,,Salesforce
9573564,,Mark Callahan,,,mark@brevetcapital.com,,List import
10885138,Inactive Investor,Justin Carlson,,Coppell Advisory Solutions LLC Surprise AZ 11323 W Bell Rd,justin.carlson@fusioncm.com,,Salesforce
11173652,Inactive Investor,Thomas Graham,,Davenport & Company LLC Marion VA 201 E Main St,tgraham@investdavenport.com,,Salesforce
10927447,Inactive Investor,Fay Cristofori,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,fay.cristofori@primerica.com,,Salesforce
345459,,Selma Softic,"Vice President, Investor Relations",Glendower Capital,selma.softic@glendowercapital.com,121-265-38400,Manual List Upload
10690405,,Max Notthatsmart,,,maxsmartrss@163.com,,Web Form Fillout
11175057,Inactive Investor,Jeffrey Simpson,Financial Advisor;Senior Vice President,Morgan Stanley New Albany OH 15 S High St,jeff.simpson@morganstanley.com,,Salesforce
229867,, -,,[Unknown],carolinedon@gmail.com,,
11184420,Inactive Investor,Catherine White,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,,,Salesforce
9610656,,rad decrypt,,,decryptrad@gmail.com,,List import
9592638,,Nicholas Orum,,,orum@gryphoninvestors.com,,List import
10910570,Inactive Investor,Adam Strassberg,,J.P. Morgan Securities LLC,adam.b.strassberg@jpmorgan.com,,Salesforce
10618939,,David Beveridge,,,dave.beveridge@rbc.com,,List Import
9565124,,Britton Steiginga,,,bksteiginga@yahoo.com,,List import
10961175,Inactive Investor,Khai Huynh,,NYLIFE Securities LLC Houston TX 9999 Bellaire Blvd,kqhuynh@ft.newyorklife.com,,Salesforce
11166205,Inactive Investor,Trevor Alger,Advisor;Retirement Planner,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",trevor.alger@equitable.com,,Salesforce
10943238,Inactive Investor,William Dickey,,Momentum Independent Network Inc. Paragould AR 908 W Court St,bdickey@momentumin.com,,Salesforce
10880327,Inactive Investor,Ronald Rimmer,Financial Advisor,"Ameriprise Financial Services, LLC Lakeland FL 4927 Southfork Dr",ronald.l.rimmer@ampf.com,,Salesforce
9615998,,Shafiqa Hanafi,,,shafiqahanafi@gmail.com,,List import
9593473,,Kieran Dempsey,,,kieran.dempsey@setanta-asset.com,,List import
10884801,Inactive Investor,Audrey McInerney,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,audrey.m.mcinerney@citi.com,,Salesforce
11095006,Inactive Investor,Mitchell Moore,Chief Compliance Officer;Founder,Strong Wealth,,,Salesforce
10984489,Inactive Investor,Sonya Kirillova,Associate Wealth Advisor,Corient Boston MA 1 Post Office Sq,sonya.kirillova@corient.com,,Salesforce
10878571,Inactive Investor,Forrest Williams,Financial Professional,LPL Financial LLC Virginia Beach VA 277 Bendix Rd,forrest.williamsjr@lpl.com,,Salesforce
10939519,Inactive Investor,Nancy Powers,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",nancy.powers@nm.com,,Salesforce
10956987,Inactive Investor,Richard Brautigam,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,,,Salesforce
10972304,Inactive Investor,Rebecca Gofman,,Deutsche Bank Securities Inc.,,,Salesforce
11180690,Inactive Investor,Calvin Halterman,,"Centaurus Financial, Inc. Kennewick WA 1020 N Center Pkwy",,,Salesforce
10644390,,Mary Slanger,,,mary.e.slanger@jpmorgan.com,,List Import
11069488,Inactive Investor,Sherah Rickert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",sherah_rickert@ml.com,,Salesforce
11149161,Inactive Investor,John Sayers,,"Northwestern Mutual Investment Services, LLC Park Ridge NJ 1 Maynard Dr",john.sayers@nm.com,,Salesforce
10616863,,Chelsea Heins,,,chelsea.heins@jpmorgan.com,,List Import
8480431,,Thornton Fay,,empower,joensuefay@gmail.com,(860) 670-6051,List Import
336143,,Michael Duffy,Vice President,"Mpc Capital Advisors, Llc",mduffy@mpepartners.com,212-683-6922,Manual List Upload
11232576,Inactive Investor,Kim Rasmussen,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Oak Brook IL 2625 Butterfield Rd",kim.rasmussen@tfaconnect.com,,Salesforce
9579269,,Joseph Henegan,,,jhenegan@royalaa.com,,List import
9563643,,John Vlasac,,,vlasacj@hdvest.com,,List import
10805937,Inactive Investor,Robert Braig,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Whitefish MT 201 2nd St E,rbraig@dadco.com,,Salesforce
10931451,Inactive Investor,Billy Brown,Financial Planner,"Osaic Wealth, Inc. Huntsville AL 65A Town Center Dr NW",,,Salesforce
10822486,Inactive Investor,James Stephenson,Regional Vice President,PFS Investments Inc. Windsor VA 11339 Windsor Blvd,james.stephenson@primerica.com,,Salesforce
10895783,Inactive Investor,Charles Kalb,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",charles.r.kalb@ampf.com,,Salesforce
11179545,Inactive Investor,Steven Young,,Morgan Stanley Cockeysville MD 303 International Cir,,,Salesforce
10781622,Inactive Investor,Juliana Gunawan Lee,Investment Associate,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",juliana.lee@rbc.com,,Salesforce
10978386,Inactive Investor,Lisnardo De Castro,,San Blas Securities LLC,lisnardo.de-castro@sanblassecurities.com,,Salesforce
9642872,,Michael Del Rosso,,,corvetm77@gmail.com,,List import
9645817,,Eric Snyder,,,parlementbeats@gmail.com,,List import
11006559,Inactive Investor,Ellen Hoffman,Senior Wealth Strategy Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,ellen.hoffman@ubs.com,,Salesforce
10860007,Inactive Investor,Mark Anselmo,,LPL Financial LLC Temecula CA 31493 Rancho Pueblo Rd,,,Salesforce
11289812,,Artesha Longmire,,,arteshanicole@yahoo.com,,Web Form Fillout
11092285,Inactive Investor,Danny Hampton,Financial Advisor,Edward Jones Crystal Lake IL 40 N Williams St,danny.hampton@edwardjones.com,,Salesforce
10969385,Inactive Investor,Trent Cunningham,,"Kestra Investment Services, LLC Louisville KY 10200 Forest Green Blvd",,,Salesforce
11122215,Inactive Investor,Christopher White,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",christopher.white@schwab.com,,Salesforce
10784547,Inactive Investor,Gail Lesniak,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,gail.lesniak@ubs.com,,Salesforce
9576081,,Allan Cameron,,,allancameron@financialguide.com,,List import
11048295,Inactive Investor,Teresa Berishaj,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",teresa.berishaj@ml.com,,Salesforce
11121760,Inactive Investor,Jordan Brown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9630424,,Stéphane Goachet,,,sgoachet@gmail.com,,List import
231032,, -,,[[Unknown]],frankstromei@comcasr.net,,
9624573,,Eli Tay,,,eli.tay.193@gmail.com,,List import
10856445,Inactive Investor,Royce Yen,,"Centaurus Financial, Inc. San Francisco CA 1250 Jones St",,,Salesforce
10822650,Inactive Investor,Brent Timm,,"Parkland Securities, LLC Parker CO 17912 Cottonwood Dr",,,Salesforce
210769,,Marc Taverner,,[Unknown],marc.taverner@inatba.org,,Event
10819800,Inactive Investor,William Glover,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",beau.glover@ml.com,,Salesforce
10845841,Inactive Investor,Shane Betts,,J.P. Morgan Securities LLC San Diego CA 16861 Bernardo Center Dr,shane.betts@jpmorgan.com,,Salesforce
10933949,Inactive Investor,Brandon Jones,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,brandon.jones.pgn8@statefarm.com,,Salesforce
229859,, -,,[[Unknown]],dean.booth@comcast.net,,Organic Search
10777453,Inactive Investor,Judith De Bry,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,judith.debry@fidelity.com,,Salesforce
11066604,Inactive Investor,Carl Jacobson,,"Ameritas Investment Company, LLC",carl.jacobson@ameritas.com,,Salesforce
4748436,,Candace Johnson,,,candacec.johnson23@gmail.com,,Web Form Fillout
11238691,Inactive Investor,David Kerr,,"Allos Venture Management Company, Ltd.",david@allosventures.com,,Salesforce
371367,,Brendan Brummer,,Kapiche,brendan@brummer.haus,4156133941,Salesforce
10772174,Inactive Investor,Mitchell McCann,Financial Advisor,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",mitch.mccann@wellsfargoadvisors.com,,Salesforce
10953208,Inactive Investor,Nathan Dutton,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",nathan.dutton@nm.com,,Salesforce
346671,,Steve Seals,Financial Advisor,"Keystone Financial Group, Llc",steve.seals@keystoneky.com,859-317-8316,Manual List Upload
10824850,Inactive Investor,Gregory Derocco,,Chelsea Financial Services Leland NC Private Residence,,,Salesforce
11055634,Inactive Investor,Miles Dalessandro,Associate Portfolio Advisor,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11064590,Inactive Investor,Sagar Shah,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,sshah11@ft.newyorklife.com,,Salesforce
9618844,,keith schunk,,,kapplt5@aol.com,,List import
10954286,Inactive Investor,Dorothy Lockard,,"FBL Marketing Services, LLC Buckeye AZ 7335 S Miller Rd",dorothy.lockard@fbfs.com,,Salesforce
11047057,Inactive Investor,Caleb Bowman,Financial Advisor,Edward Jones Sandpoint ID 303 Pine St,caleb.bowman@edwardjones.com,,Salesforce
10873756,Inactive Investor,Justin Raines,Investment Advisor,LPL Financial LLC Hollywood FL 4000 Hollywood Blvd,justin.raines@lpl.com,,Salesforce
10889243,Inactive Investor,Carlos Lopez,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Managing Member,Two Pillars Asset Management,,,Salesforce
9589902,,Alex Curtean,,,curti2703@yahoo.com,,List import
4971732,,ben hou,,,agbrzoavdegxz@karenkey.com,,Web Form Fillout
9621770,,Zheng Li,,,jerry.icba@gmail.com,,List import
9619618,,Clifford Halik,,,rhalik@comcast.net,,List import
9629080,,Brixton Bykerk,,,brixton-bykerk@hotmail.com,,List import
9631999,,Jose Rico,,,jrico@ohlone.edu,,List import
10997306,Inactive Investor,Eugene Chang,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",,,Salesforce
9581395,,Matt Edmiston,,,matt_edmiston@hotmail.com,,List import
10813498,Inactive Investor,Theresa Hutchinson,,"Cambridge Investment Research, Inc. Sewickley PA 2605 Nicholson Rd",,,Salesforce
10847551,Inactive Investor,William Hellmann,,Cetera Financial Specialists LLC Morrisville PA 246 W Bridge St,william.hellmann@ceterafs.com,,Salesforce
11007091,Inactive Investor,Jacob Gottenborg,,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",jgottenborg@financialguide.com,,Salesforce
10831701,Inactive Investor,James Porter,,"Avantax Investment Services, Inc. Shreveport LA 9125 Walker Rd",,,Salesforce
11108816,Inactive Investor,Kelso Huffman,Senior Vice President,"The High Net Worth Advisory Group, LLC",khuffman@hnwag.com,,Salesforce
10876774,Inactive Investor,Jacob Tinney,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11081089,Inactive Investor,Julian Johnson,,"Raymond James & Associates, Inc.",julian.johnson@raymondjames.com,,Salesforce
10616002,,Nipun Chauhan,,,nipun.chauhan@ml.com,,List Import
9629467,,Hal Finney,,,halfinney22@gmail.com,,List import
9599374,,Aman Fekadu,,,fekaduinvesting@yahoo.com,,List import
11198995,Inactive Investor,Ryan Agnew,Associate Banker,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,ryan.agnew@citi.com,,Salesforce
10848912,Inactive Investor,Rajiv Sharma,Chief Compliance Officer;President,Serco Investments Inc.,,,Salesforce
1003302,Inactive Investor,Anthony Dekkers,Director,Societe Generale,anthony.dekkers@sgcib.com,12122787625,
11104572,Inactive Investor,Victor Gersten,Chief Compliance Officer;President,Cross Border Wealth Advisors,victor@gerstenfp.com,,Salesforce
9544432,,Privilege Mudzinge,,,privireginald@gmail.com,,List import
11094810,Inactive Investor,Jason Murdock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,jason.murdock@ubs.com,,Salesforce
11174173,Inactive Investor,Doreen Reed,Member,Mann Capital Management LLC Florence KY 73 Cavalier Blvd,dlr@mcmnky.com,,Salesforce
9644926,,peter klein,,,pklein@alinewealth.com,,List import
11028214,Inactive Investor,Jayanth Surapaneni,,Neuberger Berman BD LLC,jayanth.surapaneni@nb.com,,Salesforce
11108352,Inactive Investor,Scott Brantingson,,"Raymond James Financial Services, Inc. Bethlehem PA 190 Brodhead Rd",scott.brantingson@raymondjames.com,,Salesforce
9623106,,Sergey Khodasevich,,,sgo3000@gmail.com,,List import
11031363,Inactive Investor,Timothy Chance,Financial Advisor,"Ameriprise Financial Services, LLC Bossier City LA 2005 Benton Rd",timothy.chance@ampf.com,,Salesforce
11198373,Inactive Investor,Vania Rampart,,PFS Investments Inc. Hollywood FL 9050 Pines Blvd,vrampart@primerica.com,,Salesforce
9641735,,Ruihan Lei,,,rayiyaoyao@gmail.com,,List import
11255548,Inactive Investor,Brooke Swain,Private Wealth Manager,"Buck Wealth Strategies, LLC Rio Rancho NM 481 Quantum Rd NE",bswain@eabuck.com,,Salesforce
332723,,Jeremy Anthony Montemarano,,TBD,jeremymontemarano83@gmail.com,2098097459,
10895855,Inactive Investor,Jon Greulich,Senior Vice President,"Independent Financial Group, LLC San Diego CA 7922 Entrada de Luz W",jgreulich@ifgrr.com,,Salesforce
9624033,,Nicholas Ng,,,salohcin88@hotmail.com,,List import
11076818,Inactive Investor,Catherine Urbach,Manager;Senior Manager,"Charles Schwab & Co., Inc. Westminster CO Private Residence",,,Salesforce
11066553,Inactive Investor,Daniel Podboy-Garcia,,PFS Investments Inc. Miami FL 9360 SW 72nd St,daniel.podboygarcia@primerica.com,,Salesforce
11042245,Inactive Investor,Tyler Di Mattia,Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10774859,Inactive Investor,Edward Fandel,,"Avantax Investment Services, Inc. Myrtle Point OR 614 Maple St",,,Salesforce
1001723,Inactive Investor,Ed Ross,Senior VP,ADEC Private Equity Investments,ed@adecprivateequity.com, +1 973 615 2910,
2577505,,Kundan Kumar,,,kumarkundan83521@gmail.com,,
11040311,Inactive Investor,Austin Schlieman,Wealth Advisor,LPL Financial LLC Gainesville GA 641 Spring St SE,austin.schlieman@lpl.com,,Salesforce
10831404,Inactive Investor,Rodolfo Torres,Chief Compliance Officer;Chief Executive Officer;President,"Torres Financial Services, Inc. San Antonio TX 85 NE Loop 410",rudy@torresfinancial.com,,Salesforce
10896548,Inactive Investor,Jennifer McHugh,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
4975545,,Danita harris,,,danitaharris8@gmail.com,,Web Form Fillout
10768280,Inactive Investor,Michael Keys,Private Wealth Advisor,"Ameriprise Financial Services, LLC Watertown NY 215 Washington St",michael.j.keys@ampf.com,,Salesforce
10890418,Inactive Investor,Gwendolyn Floyd,Chief Compliance Officer;Owner,"Gwendolyn J. Floyd, CPA, CFP",,,Salesforce
10788584,Inactive Investor,Louise Haag,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",louise.haag@tfaconnect.com,,Salesforce
11014983,Inactive Investor,Humberto Berger,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",humberto.berger@prudential.com,,Salesforce
11152658,Inactive Investor,Rodolfo Dunin,,"Invex, LLC.",rdunin@invex.us,,Salesforce
350786,,Dennis Oconnor,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",doconnor@ceteraadvisors.com,585-231-1595,Manual List Upload
11097677,Inactive Investor,Amber Okin,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,,,Salesforce
9648112,,Omar al Duhaiby,,,3omarz@gmail.com,,List import
10869924,Inactive Investor,John Lindell,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11008737,Inactive Investor,Sandra Jackson,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,,,Salesforce
183062,,MICHAEL HYCZAR,,[Unknown],huskyalum1981@gmail.com,,Advertising
11165238,Inactive Investor,Veena Rao,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sammamish WA 3090 Issaquah Pine Lake Rd SE",veena.rao2@ml.com,,Salesforce
10991954,Inactive Investor,Ehihon Inyanobor,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,ehihoninyanobor@primerica.com,,Salesforce
10912841,Inactive Investor,Kaylee Mcclellan,Associate Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7212 Metro Blvd",kaylee.mcclellan@ampf.com,,Salesforce
11195777,Inactive Investor,Bridgette Isaacs,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",bridgette_isaacs@ml.com,,Salesforce
10869816,Inactive Investor,Trishten Baker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9646101,,Oliver Furnish,,,olliebizmail@gmail.com,,List import
11027978,Inactive Investor,Adam St Ours,,"Ameriprise Financial Services, LLC Washington NJ Private Residence",adam.x.st.ours@ampf.com,,Salesforce
11013707,Inactive Investor,George Delgadillo,,PFS Investments Inc. Corona CA 255 E Rincon St,gdelgadillo@primerica.com,,Salesforce
10788362,Inactive Investor,Travis Kell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Sandy UT 7440 S Creek Rd",travis.l.kell@ampf.com,,Salesforce
10661452,,Andrew Ziolkowski,,,andy@cultiviansbx.com,,List Import
10869737,Inactive Investor,Michael Allison,,LPL Financial LLC Savannah GA 315 Commercial Dr,michael.l.allison@lpl.com,,Salesforce
54449,,Jacob Kettwig,Financial Advisor,FSC Securities Corporation,jacobkettwig@fscadvisor.com,952-223-5472,
374704,,Ajay Salhotra,Chief Compliance Officer,"Pdt Partners, Llc",ajay.salhotra@pdtpartners.com,212-621-0400,Manual List Upload
217638,,Noriko Umino,,[Unknown],nomatelier.inc@gmail.com,,Direct
11230997,Inactive Investor,Amanda Holmes,,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,mandy.holmes@lpl.com,,Salesforce
10870475,Inactive Investor,Lori Gagen,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 3131 66th St N",lori.gagen@wellsfargo.com,,Salesforce
10818093,Inactive Investor,Janet Avedisian,,J.P. Morgan Securities LLC Arroyo Grande CA 900 Rancho Pkwy,janet.avedisian@jpmorgan.com,,Salesforce
11124189,Inactive Investor,Vincent Esparza,,J.P. Morgan Securities LLC Calimesa CA 1195 Calimesa Blvd,vincent.esparza@chase.com,,Salesforce
10929628,Inactive Investor,Lauren Johnson,,LPL Financial LLC Park Hills KY Private Residence,lauren.scheffel@lpl.com,,Salesforce
10801907,Inactive Investor,Gail Reid,President;Private Wealth Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",gail.d.reid@ampf.com,,Salesforce
11177600,Inactive Investor,Colby Tragni,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",colby.tragni@ml.com,,Salesforce
220806,,Steven Freeman,,[Unknown],freemanfamily@bex.net,,Direct
9622192,,Tencho Tenev,,,ttenev8@gmail.com,,List import
11206946,Inactive Investor,Angelia Hardy,,PFS Investments Inc. Round Rock TX 555 Round Rock West Dr,angelia.hardy@primerica.com,,Salesforce
10958279,Inactive Investor,Jeffrey Wood,Investment Advisor Representative;Partner,"Elysium Wealth Management, LLC",,,Salesforce
10975834,Inactive Investor,Mark Talbert,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",m.talbert@prudential.com,,Salesforce
348079,,Ted Laborde,OPEB Services Coordinator,"Hooker & Holcombe Investment Advisors, Inc.",tlaborde@hhconsultants.com,860-521-8400,Manual List Upload
9641200,,Bill Koutsouras,,,bkoutsouras@me.com,,List import
10816576,Inactive Investor,Lisa Doherty,,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
11182515,Inactive Investor,Zachary Dugas,Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11061340,Inactive Investor,Dana Lewis,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",dana_lewis@ml.com,,Salesforce
10934662,Inactive Investor,Charles Claver,,"Osaic Institutions, Inc. Beverly Hills CA 8820 Wilshire Blvd",,,Salesforce
10924058,Inactive Investor,Munira Anderson,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
9572684,,Alan Rivera,,,arivera@millcap.com,,List import
9630676,,F Uluak,,,uluak@hotmail.com,,List import
11089648,Inactive Investor,Robert Ziegler,Financial Planner,"Osaic FA, Inc. Wilmington DE 1601 Milltown Rd",robert.ziegler@lfg.com,,Salesforce
11190483,Inactive Investor,Kin Chan,,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
11133429,Inactive Investor,James Winskie,Advisor,Commonwealth Financial Network Statesboro GA 19 Church St,jwinskie@massmutual.com,,Salesforce
2102831,,Yubraj Das,,,yubraj8101@gmail.com,,
11162752,Inactive Investor,Mariannette Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2400 N Broadway",mariannette.lopez@ml.com,,Salesforce
10797570,Inactive Investor,Aaron Weser,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
9634026,,Michael Yatsko,,,mpyatsko@gmail.com,,List import
11201199,Inactive Investor,Levi Greenly,Financial Advisor,"LifeGuide Financial Advisors, LLC",lgreenly@lifeguidefa.com,,Salesforce
11055959,Inactive Investor,Alan Raboy,Chief Financial Officer;Director - Finance,"BBR Partners, LLC New York NY 26 E 45th St",araboy@bbrpartners.com,,Salesforce
10909569,Inactive Investor,Tommy Wood,,"Farmers Financial Solutions, LLC Tucson AZ 11015 N Oracle Rd",twood1@farmersagent.com,,Salesforce
10797969,Inactive Investor,Melissa Fierman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,missy.fierman@ubs.com,,Salesforce
11132057,Inactive Investor,Hong Yang,,"Transamerica Financial Advisors, Inc Minneapolis MN 7300 Metro Blvd",hong.yang@transamerica.com,,Salesforce
11169988,Inactive Investor,Colleen Oberhaus,Operations Manager,LPL Financial LLC Toledo OH 3231 Central Park W,colleen.oberhaus@lpl.com,,Salesforce
10921074,Inactive Investor,Mark Stooksbury,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 1111 N Northshore Dr",mark.stooksbury@ampf.com,,Salesforce
11013993,Inactive Investor,Marjorie Burkett,,Cetera Advisor Networks LLC Leesville SC Private Residence,,,Salesforce
10785919,Inactive Investor,Walter Hernandez,,"Wells Fargo Clearing Services, LLC Bakersfield CA 5401 California Ave",walter.e.hernandez@wellsfargo.com,,Salesforce
11206790,Inactive Investor,Ryan Peters,,LPL Financial LLC Mendham NJ Private Residence,ryan.peters@lpl.com,,Salesforce
11025532,Inactive Investor,Elizabeth Rueda,,PFS Investments Inc. Visalia CA 2916 W Main St,elizabeth.rueda@primerica.com,,Salesforce
11046965,Inactive Investor,Thomas Sheehan,Senior Vice President,UBS Financial Services Inc. Providence RI 500 Exchange St,thomas.sheehan@ubs.com,,Salesforce
10394288,,Major Lewter,,,mlewterjr@yaho.com,,Web Form Fillout
9646044,,David Andel,,,andel@bli.uzh.ch,,List import
11008715,Inactive Investor,Jaclyn Leibfried,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
11055895,Inactive Investor,Perry Mossembekker,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,perry.mossembekker.gav5@statefarm.com,,Salesforce
11130061,Inactive Investor,Darren Chappell,Chief Operating Officer;Senior Vice President - Investments,Provenio Capital,dareen@proveniocapital.com,,Salesforce
11031812,Inactive Investor,Michael Linam,Financial Advisor,Edward Jones Marble Falls TX 317 N US Hwy 281,mike.linam@edwardjones.com,,Salesforce
11056872,Inactive Investor,Colin Parker,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,,,Salesforce
11196211,Inactive Investor,Brent Reimers,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",brent.reimers@wellsfargoadvisors.com,,Salesforce
11219465,,Robert Sharps,,,rsharps@troweprice.com,,Other
76105,,David Patchcoski,Investment Advisor Representative,"MML Investors Services, LLC",dpatchcoski@financialguide.com,570-851-3249,
9600981,,Mary Keegan,,,mkeegan@mfa-wealth.com,,List import
10804884,Inactive Investor,Adiz Fernandez,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11125437,Inactive Investor,Brian Walsh,Financial Advisor,LPL Financial LLC Murfreesboro TN 262 Robert Rose Dr,brian.walsh@lpl.com,,Salesforce
244570,,John Largent,"CEO, Chief Investment Strategist",Members Trust Company,john.largent@memberstrust.com,18133868711,Manual List Upload
10892449,Inactive Investor,Kelly Roark,Financial Advisor;Senior Partner,Commonwealth Financial Network Asheville NC 79 Woodfin Pl,kroark@commonwealth.com,,Salesforce
10827276,Inactive Investor,Donald Daniels,,J.P. Morgan Securities LLC Pleasant Hill CA 1898 Contra Costa Blvd,donald.daniels@jpmorgan.com,,Salesforce
10976721,Inactive Investor,Nicholas Ravry,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11188507,Inactive Investor,James Sears,Financial Advisor,"Ameriprise Financial Services, LLC Irvington NY 90 N Broadway",james.sears@ampf.com,,Salesforce
11146865,Inactive Investor,Eugenio Rizzo,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 831 E Morehead St",eugenio.rizzo@wellsfargoadvisors.com,,Salesforce
11128238,Inactive Investor,Michael Stokes,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10948023,Inactive Investor,Amber Phillips,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",amber.phillips@schwab.com,,Salesforce
10998167,Inactive Investor,Marc Dugas,,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,marc.dugas@primerica.com,,Salesforce
11130868,Inactive Investor,Joseph Purcell,Managing Member;Managing Partner,Wissahickon Wealth Management LLC,,,Salesforce
10779675,Inactive Investor,Elizabeth Ness,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Eugene OR 497 Oakway Rd",,,Salesforce
10807786,Inactive Investor,Brian Brown,Branch Manager;Financial Advisor;Financial Consultant;Senior Vice President,D.A. Davidson & Co. Bozeman MT 1101 E Main St,bbrown@dadco.com,,Salesforce
10950598,Inactive Investor,Kirk Brownfield,,"Morris Group, Inc.",,,Salesforce
11231054,Inactive Investor,Samantha Novotny,,Vanguard Marketing Corporation,samantha_novotny@vanguard.com,,Salesforce
10866358,Inactive Investor,Todd Johnson,Senior Vice President,"Wells Fargo Clearing Services, LLC Rogers MN 12916 Main St",,,Salesforce
11006409,Inactive Investor,Michael Johnson,Advisory Consultant,"Osaic Wealth, Inc. Overland Park KS 10561 Barkley St",,,Salesforce
11087804,Inactive Investor,Lori Rea,,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",lori.rea@stifel.com,,Salesforce
10899397,Inactive Investor,Jobed Hilaire,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jobed.hilaire@ml.com,,Salesforce
11058025,Inactive Investor,Megan Wallraff,,"Prudential Annuities Distributors, Inc",megan.wallraff@prudential.com,,Salesforce
9546131,,Fabio Roggero,,,fabio.roggero90@gmail.com,,List import
10934378,Inactive Investor,Emily Rivenes,,LPL Financial LLC Nevada City CA 648 Zion St,emily.rivenes@lpl.com,,Salesforce
10824508,Inactive Investor,Peter Weiss,Executive Director;Financial Advisor;Financial Planning Specialist;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,peter.a.weiss@morganstanley.com,,Salesforce
11116740,Inactive Investor,Thomas Bongiorno,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",,,Salesforce
9568686,,Annmarie Miller,,,annmmiller@financialguide.com,,List import
373428,,Rashad Aliyev,,[Unknown],aliyevrashad@outlook.com,,source
10837228,Inactive Investor,Jamie Ellis,Investment Advisor;President,"Investment & Tax Strategies, Inc. Parker CO 8231 N Sundown Trl",,,Salesforce
11106393,Inactive Investor,Jasmine Lopez,,"Wells Fargo Clearing Services, LLC Bellflower CA 17037 Bellflower Blvd",,,Salesforce
10911752,Inactive Investor,James Stone,,LPL Financial LLC McComb MS 120 Commerce St,james.stone@lpl.com,,Salesforce
11086286,Inactive Investor,John McPhee,Managing Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,john.mcphee@jpmorgan.com,,Salesforce
10859683,Inactive Investor,Alicia Klein,Managing Member;Partner;Principal;Regulatory Contact;Senior Advisor,"Cambridge Financial Group, LLC",alicia@cambridgetucson.com,,Salesforce
10658150,,Leonard Gertz,,,leonard.gertz@equitable.com,,List Import
9597194,,Ryan Roadhouse,,,blackthroatryon@gmail.com,,List import
333450,,Al test,,[Unknown],pptw2002@gmail.com,,source
11222481,,John Schork,,,jschork@firstrepublic.com,,List Import
10966802,Inactive Investor,Cindy Waggoner,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10618601,,Alon Kim,,,alon.kim@ubs.com,,List Import
11157794,Inactive Investor,Barbara Vandewark,,"Osaic Wealth, Inc. Lincoln CA Private Residence",bvandewark@royalaa.com,,Salesforce
10780029,Inactive Investor,Kenneth Fox,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",ken.fox@nm.com,,Salesforce
9618021,,Ian McBane,,,ian@talkot.com,,List import
10757347,Inactive Investor,Jessica Pavish,Financial Advisor,Edward Jones Everett WA 2511 Colby Ave,jessica.pavish@edwardjones.com,,Salesforce
11198226,Inactive Investor,Michael Dvorkin,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Ponte Vedra Beach FL 820 A1a N",michael.dvorkin@mai.capital,,Salesforce
10780801,Inactive Investor,Jeffrey Ingraham,,J.P. Morgan Securities LLC New York NY 386 Park Ave S,jeffrey.m.ingraham@jpmorgan.com,,Salesforce
9542220,,Ian Shaw,,,inversionparaluego@protonmail.com,,List import
10966004,Inactive Investor,Nicole Astgen,,"Empower Financial Services, Inc Dubuque IA Private Residence",nicole.astgen@empower.com,,Salesforce
10994193,Inactive Investor,Yuan Yuan Hong,,J.P. Morgan Securities LLC New York NY 231 Grand St,yuan-yuan.hong@jpmorgan.com,,Salesforce
11178238,Inactive Investor,Lowell Yost,,"Farmers Financial Solutions, LLC Portland OR 9945 SE Oak St",,,Salesforce
10846753,Inactive Investor,Victor Carrizal,,J.P. Morgan Securities LLC Chicago IL 3225 W Addison St,victor.x.carrizal@chase.com,,Salesforce
11180883,Inactive Investor,Lynda Nordling,Financial Planner;Financial Professional,"Pruco Securities, LLC. Naperville IL Private Residence",lynda.nordling@prudential.com,,Salesforce
9611969,,jeffry yuan,,,woodsender@gmail.com,,List import
11140558,Inactive Investor,Douglas Grom,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",doug.grom@ml.com,,Salesforce
56805,,John Colley,"Director, President, Chief Executive Officer, And Chief Compliance Officer","Colley Asset Management, Inc.",jjjm@capital.net,518-581-0500,Manual List Upload
11141225,Inactive Investor,Eric Campman,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",eric.campman@wellsfargoadvisors.com,,Salesforce
11189985,Inactive Investor,Thomas Colbert,,Cetera Advisor Networks LLC Beverly MA 100 Cummings Ctr,thomas.colbert@ceterawealth.com,,Salesforce
11132394,Inactive Investor,Briana D'Esposito,,"Rossby Financial, LLC Carlsbad CA Private Residence",,,Salesforce
10871683,Inactive Investor,David Mitchell,Premier Banker,"Wells Fargo Clearing Services, LLC Denver CO 2500 E 2nd Ave",,,Salesforce
10618211,,Robert Hartwell,,,rhartwell@royalallianceadvisors.com,,List Import
11088528,Inactive Investor,Blake Hurst,,"Northwestern Mutual Investment Services, LLC Dothan AL 2323 W Main St",blake.a.hurst@nm.com,,Salesforce
10910647,Inactive Investor,Scott Styrmoe,Advisor;Shareholder,"TCI Wealth Advisors, Inc.",scott.styrmoe@tciwealth.com,,Salesforce
11137016,Inactive Investor,Graham Nuttycombe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",graham.nuttycombe@ml.com,,Salesforce
9608864,,Maui Argana,,,maui145argana@gmail.com,,List import
11212512,Inactive Investor,Nina Brady,,"Raymond James & Associates, Inc. Saint Simons Island GA 110 Office Park Ln",nina.brady@raymondjames.com,,Salesforce
118923,,Gregory Gerhard,,Merit Financial Advisors,ggerhard@meritfa.com,678-867-7050,
10964618,Inactive Investor,Kelsey Nicolai,Financial Advisor,Edward Jones Chippewa Falls WI 224 N Bridge St,kelsey.nicolai@edwardjones.com,,Salesforce
11129779,Inactive Investor,Anthony Bandel,Financial Advisor,Edward Jones Elmhurst IL 925B S York St,anthony.bandel@edwardjones.com,,Salesforce
9637272,,Kenan Borekci,,,borekci@mac.com,,List import
9572306,,Michelle Tan,,,michelle.tan@surveyor-capital.com,,List import
11115710,Inactive Investor,Patrick Lukert,,Fidelity Brokerage Services LLC,,,Salesforce
48354,,Stephen Carlo,,"Securities America Advisors, Inc.",stephen.carlo@securitiesamerica.com,,
10871991,Inactive Investor,Leslie Fisher,Financial Advisor;Financial Planning Consultant,"Raymond James & Associates, Inc. Hamburg NJ Private Residence",leslie.fisher@raymondjames.com,,Salesforce
10754548,Inactive Investor,Pamela Pearson,,"American Portfolios Financial Services, Inc. Garden City NY 1 Garden St",ppearson@americanportfolios.com,,Salesforce
374676,,Miles Mitchell,,,mmitchell@pmfus.com,6462619162,Salesforce
343918,,John Lawton,Management,"Blb & B Advisors, Llc",jlawton@blbb.com,215-643-9100,Manual List Upload
11120805,Inactive Investor,Sunsil Sankaramanchi,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sunsil.sankaramanchi@jpmorgan.com,,Salesforce
10798679,Inactive Investor,Melissa Powelson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",melissa_powelson@ml.com,,Salesforce
10857624,Inactive Investor,Daniel Thompson,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",dan.thompson@rbc.com,,Salesforce
10421054,,Steve Daher,,,sgd48843@yahoo.com,,Web Form Fillout
11182430,Inactive Investor,Jacques Boubli,Chief Compliance Officer;Managing Director;Regulatory Contact,"The Portfolio Strategy Group, LLC White Plains NY 50 Main St",jboubli@thepsg.com,,Salesforce
11145228,Inactive Investor,Chris Blentzas,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",chris.s.blentzas@wellsfargo.com,,Salesforce
11105732,Inactive Investor,Clay Robinson,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",clay.m.robinson@nm.com,,Salesforce
10928006,Inactive Investor,John Drosdick,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10929133,Inactive Investor,Joubin Rahimi,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
9577594,,Daniel Roitman,,,droitman@greenlightcapital.com,,List import
11005342,Inactive Investor,Dieter Walters,,MissionSquare Investment Services,,,Salesforce
10956763,Inactive Investor,James Carlson,,"Avantax Investment Services, Inc. Burnsville MN 2418 E 117th St",,,Salesforce
11153929,Inactive Investor,Peter Thamel,,LPL Financial LLC Ware MA Private Residence,,,Salesforce
11136863,Inactive Investor,Sean Bennett,,"Cambridge Investment Research, Inc. Summerville SC 121 S Cedar St",,,Salesforce
245981,,Not Provided,Government Relations Associate Manager,Accenture,emmanuel.thomas@accenture.com,,Manual List Upload
9587322,,Greg Headrick,,,greg.headrick@nwasset.com,,List import
188592,,David Lewis,,[Unknown],dlewis59@gmail.com,,source
10877284,Inactive Investor,Anehudy Martinez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9623262,,Azuka Ezekiel,,,azukaolise19@gmail.com,,List import
11160112,Inactive Investor,Timothy Phenecie,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2300 E Sunrise Blvd",,,Salesforce
9637003,,Brian Burwell,,,bburwell@qualifiedplanadvisors.com,,List import
9636787,,Ricardo Serna,,,rserna@gplatam.com,,List import
9646526,,Ishaan Narain,,,ishaannarain86@gmail.com,,List import
10952728,Inactive Investor,Noah Mink,,Key Investment Services LLC Seattle WA 4700 Brooklyn Ave NE,noah.mink@key.com,,Salesforce
11009279,Inactive Investor,Qing Zhu,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",,,Salesforce
11048383,Inactive Investor,Ryan McGonigal,,"SCF Securities, Inc.",,,Salesforce
9578382,,VN Looi,,,florencelvn@gmail.com,,List import
9641797,,Killu Sanborn,,,ksanborn@oxfordfinance.com,,List import
10666895,,Niloofar Far,,,farzamngoon2@gmail.com,,Web form fillout
10771252,Inactive Investor,Rebecca McSwain,,Edward Jones Bradenton FL 4502 Cortez Rd W,becky.mcswain@edwardjones.com,,Salesforce
10881889,Inactive Investor,Sebastian Hardy,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10905154,Inactive Investor,David Lohff,Financial Advisor;President,"Ameriprise Financial Services, LLC La Plata MD 101 E Charles St",david.c.lohff@ampf.com,,Salesforce
11065184,Inactive Investor,Liam Hudler,,"TIAA-CREF Individual & Institutional Services, LLC Reno NV 200 S Virginia St",,,Salesforce
10889107,Inactive Investor,Cassandrea Shafer,,J.P. Morgan Securities LLC Plainfield IN 807 Southfield Dr,cassandrea.m.shafer@jpmorgan.com,,Salesforce
1003123,Inactive Investor,Adam Goodfriend,,Alberleen Family Office Solutions,adam@alberleen.com,,3rd Party Lead Gen
11151191,Inactive Investor,Wayne Choisnet,Financial Advisor;Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,wayne.choisnet@morganstanley.com,,Salesforce
10942830,Inactive Investor,Brittany Wagoner,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",brittany.wagoner@valic.com,,Salesforce
10792885,Inactive Investor,Jagmohan Singh,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",jagmohan.singh@wellsfargoadvisors.com,,Salesforce
11236178,Inactive Investor,Lisa Fulco,,AW Securities Bel Air MD 2231 Old Emmorton Rd,,,Salesforce
9578822,,Yale Stark,,,yales@ranieripartners.com,,List import
9565367,,Fred Greenaway,,,fredgreenaway66@gmail.com,,List import
9577992,,Luke Oneill,,,ljo@cooksonpeirce.com,,List import
11003664,Inactive Investor,Bruce Bergantz,,"Allstate Financial Services, LLC Carson City NV 111 E 6th St",bbergantz@allstate.com,,Salesforce
10659445,,Robert Boyd,,,robert.boyd@primerica.com,,List Import
10995938,Inactive Investor,Justin Albright,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",justin.albright@nm.com,,Salesforce
11004500,Inactive Investor,Roy Humphrey,,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",roy.humphrey@equitable.com,,Salesforce
338829,,Keith Barfield,Founding Member,Bmss Wesson Wealth Solutions,kbarfield@bmss.com,205-982-5555,Manual List Upload
9610591,,Christiaan Brand,,,cpbrand@gmail.com,,List import
10943211,Inactive Investor,Dylan Joy,Financial Advisor,"Ameriprise Financial Services, LLC Batavia NY 113 Main St",dylan.joy@ampf.com,,Salesforce
9620233,,Cemil Caca Arslan,,,cemilcaca@gmail.com,,List import
8106094,,xiaoping gu,,,494300264@qq.com,,Web form fillout
11183780,Inactive Investor,William Gomberg,,"Wells Fargo Advisors Financial Network, LLC Orange CA 701 S Parker St",william.gomberg@wellsfargoadvisors.com,,Salesforce
172158,,Heikki Malinen,Family office Mgr,[Unknown],hpmalinen@gmail.com,,
11094452,Inactive Investor,Sydney Partch,Client Associate,"RBC Capital Markets, LLC Saint Cloud MN 1015 W Saint Germain St",sydney.souder@rbc.com,,Salesforce
11127646,Inactive Investor,Vladislav Sheykhet,Principal,Teradime Financial LLC,vlad.sheykhet@teradimefinancial.com,,Salesforce
9597388,,Emmanuel Matte,,,emmanuel.matte@presima.com,,List import
10897200,Inactive Investor,Michael Hanson,Financial Advisor,Edward Jones Angola IN 100 Growth Pkwy,michael.hanson@edwardjones.com,,Salesforce
11219211,,Christopher Weber,,,chris.weber@ceterais.com,,Other
227777,, -,,[[Unknown]],anthonyny2@gmail.com,,
10940798,Inactive Investor,Michael Gersten,,"The Leaders Group, Inc.",,,Salesforce
10981883,Inactive Investor,Edgar Diaz,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",edgar.diaz@usbank.com,,Salesforce
10766390,Inactive Investor,Daniel Ritter,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley New York NY 55 E 52nd St,daniel.ritter@morganstanley.com,,Salesforce
11058223,Inactive Investor,Maria Manrique Alvarez,,"Osaic Wealth, Inc. Newburgh NY 11 Balmville Rd",,,Salesforce
10995015,Inactive Investor,Christopher Strong,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,christopher_strong@vanguard.com,,Salesforce
107813,,DAVID DEARDORF,,ENTERPRISE CATALYSTS,070707@sbcglobal.net,806-367-7521,
343459,,Alex Levin,Risk Management Advisor,Levin Funding Group Llc,alex@levinrm.com,520-751-2000,Manual List Upload
11007057,Inactive Investor,Kimbrely Gruidl,,LPL Financial LLC Livermore CA 1879 Holmes St,kimbrely.gruidl@lpl.com,,Salesforce
10845099,Inactive Investor,Steven Lorio,Financial Advisor,LPL Financial LLC Bedford TX 2116 Parkwood Dr,steven.lorio@lpl.com,,Salesforce
10836928,Inactive Investor,Michael Heaberg,,Purshe Kaplan Sterling Investments Wayne PA 550 E Swedesford Rd,mheaberg@pksinvest.com,,Salesforce
347629,,Lawrence Fox,"Co-Founder, Limited Partner, Managing Member, Regulatory Contact, Senior Portfolio Manager",Old Orchard Capital Management LP,l.fox@oldorchardcapital.com,212-331-6920,Manual List Upload
9638619,,Kristen Doyle,,,kristen.doyle@aonhewitt.com,,List import
10948996,Inactive Investor,Anthony Tremblay,Relationship Manager,"Ameriprise Financial Services, LLC De Pere WI 380 Main Ave",anthony.tremblay@ampf.com,,Salesforce
11034632,Inactive Investor,Matthew White,,"MML Investors Services, LLC",,,Salesforce
10365445,,Benjamin Finger,,,b.finger12221@gmail.com,,Web Form Fillout
11044722,Inactive Investor,Christopher Pakitsos,,"FBL Marketing Services, LLC Pittsburg KS 1327 N Broadway St",christopher.pakitsos@fbfs.com,,Salesforce
11063642,Inactive Investor,Jeffery Powell,Chief Compliance Officer;Chief Executive Officer;Founder,"Elevage Partners, LLC",jeff@elevagepartners.com,,Salesforce
10939225,Inactive Investor,Benjamin Deist,,LPL Financial LLC Missouri City TX Private Residence,benjamin.deist@lpl.com,,Salesforce
10775617,Inactive Investor,Barbara Charal,,Cetera Financial Specialists LLC Northbrook IL 2100 Sanders Rd,barbara.charal@ceterafs.com,,Salesforce
11150883,Inactive Investor,Sherida Ferguson,Senior Supervision Advisor,"Raymond James & Associates, Inc.",sherida.ferguson@raymondjames.com,,Salesforce
10872027,Inactive Investor,Alicia Huburn,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",alicia.huburn@tiaa.org,,Salesforce
10971692,Inactive Investor,Ryan Rescigno,,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",ryan.rescigno@raymondjames.com,,Salesforce
11089260,Inactive Investor,Jorge Moreno,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10902102,Inactive Investor,Michael Kirschman,Investment Advisor Representative;Member;Owner;Partner,"FreeGulliver, LLC",mkirschman@freegulliver.com,,Salesforce
10989473,Inactive Investor,Timothy Robbins,,J.P. Morgan Securities LLC Novato CA 402 Ignacio Blvd,timothy.robbins@jpmorgan.com,,Salesforce
11014146,Inactive Investor,Sergey Gevorgyan,,"Fifth Third Securities, Inc. Los Angeles CA 1901 Avenue of the Stars",sergey.gevorgyan@53.com,,Salesforce
11023094,Inactive Investor,Adel Wahba,,Cetera Advisors LLC Irvine CA 15560 Rockfield Blvd,,,Salesforce
11221633,,Jeffrey Strouse,,,jstrouse@suncoastequity.com,,List Import
10918788,Inactive Investor,Timothy Windler,,Cetera Advisors LLC Brookfield WI 675 N Barker Rd,windlert@ceteranetworks.com,,Salesforce
10917113,Inactive Investor,Dale Tieman,,"Osaic Wealth, Inc. Peru IL 1730 4th St",,,Salesforce
11192970,Inactive Investor,Bradley Wilkins,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11190309,Inactive Investor,Steven Larsen,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 4900 S Minnesota Ave",steven.m.larsen@ampf.com,,Salesforce
9568350,,Drew -,,,drew@butlergp.com,,List import
10755725,Inactive Investor,Brandon Cline,,"Northwestern Mutual Investment Services, LLC Barboursville WV 102 Meadow Pointe",brandon.cline@nm.com,,Salesforce
10784909,Inactive Investor,John Bowling,Financial Advisor,Edward Jones Dahlonega GA 81 Crown Mountain Pl,archie.bowling@edwardjones.com,,Salesforce
10764326,Inactive Investor,Gary Wong,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,gary.g.wong@morganstanley.com,,Salesforce
9604498,,Richard Duarte,,,richard.duarte@lpl.com,,List import
339621,,Maria Tiggs,Document Processing Associate,"Buckingham Strategic Partners, Llc",mtiggs@bamadvisor.com,314-725-0455,Manual List Upload
211191,,George Weegar,,[Unknown],gweegar@msn.com,,
10778119,Inactive Investor,Michael Howard,,Lincoln Investment Hartford CT 105 Prospect Ave,,,Salesforce
198697,,Sachin Jaitly,,[Unknown],sachin@tesseravp.com,,Other
11002777,Inactive Investor,Joshua Joyner Callado,,"Northwestern Mutual Investment Services, LLC Redwood City CA 203 Redwood Shores Pkwy",joshua.callado@nm.com,,Salesforce
9589900,,John Stephens,,,jstephens@pomonacapital.com,,List import
220873,,Andrew Fisher,,[Unknown],andrewfisher330@gmail.com,,
245782,,Not Provided,General Counsel,Commodity Futures Trading Commission,rschwartz@cftc.gov,,Manual List Upload
9573247,,Brett Kaye,,,bkaye88@gmail.com,,List import
11194379,Inactive Investor,Matthew Ludington,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,matt.ludington@ubs.com,,Salesforce
10778912,Inactive Investor,Patricia Donatiello,Registered Associate,Morgan Stanley Boston MA 28 State St,patty.donatiello@morganstanley.com,,Salesforce
10881046,Inactive Investor,Heather McGolerick,,"Wells Fargo Advisors Financial Network, LLC Potomac MD 12435 Park Potomac Ave",heather.mcgolerick@wellsfargoadvisors.com,,Salesforce
10619408,,Jeff Kramer,,,jeff.kramer@morganstanley.com,,List Import
9578177,,Trent Diamond,,,trent.diamond@huntington.com,,List import
349230,,Mark Foster,Member,"Kirr, Marbach & Company, Llc",mark@kirrmar.com,812-376-9444,Manual List Upload
10656787,,Katrin Youkhanna,,,katrin.youkhanna@chase.com,,List Import
9591067,,Jonathan Godfrey,,,jonnygodfrey@hotmail.com,,List import
11066367,Inactive Investor,Richanne Lam,Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Honolulu HI 733 Bishop St,richanne.lam@morganstanley.com,,Salesforce
11024800,Inactive Investor,Lydia Weisenburger,Financial Advisor,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",lydia.weisenburger@nm.com,,Salesforce
11118860,Inactive Investor,Sarah Giovagnoli,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,sarah.giovagnoli@fmr.com,,Salesforce
10883439,Inactive Investor,Jimmy Martin,Chief Compliance Officer;Financial Advisor;Founder;Managing Member;Owner;President,Martin Wealth Solutions,jim@planwellretirehappy.com,,Salesforce
8732759,,Kay Howe,,,xibazod@mailinator.com,,Web Form Fillout
9569944,,Jeffrey Rosenbaum,,,jrosenbaum@elliottmgmt.com,,List import
9613855,,Nilesh Sheth,,,nealsheth29@gmail.com,,List import
11213096,Inactive Investor,Andrea Hauptman,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
11163080,Inactive Investor,Thomas Moriarty,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilkesboro NC 1899 US Hwy 421",tom.moriarty@wellsfargo.com,,Salesforce
11187612,Inactive Investor,Andrew Smith,Client Service Manager;Financial Planning Analyst,"Ameriprise Financial Services, LLC Palo Alto CA 522 Ramona St",andrew.w.smith@ampf.com,,Salesforce
11065372,Inactive Investor,Zachary Evans,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",,,Salesforce
11036727,Inactive Investor,Heather Thorpe,Financial Advisor,Edward Jones Grass Valley CA 960 McCourtney Rd,heather.thorpe@edwardjones.com,,Salesforce
10771582,Inactive Investor,Lawrence Dan,Chief Compliance Officer;Managing Member,Kennicott Capital Management LLC Corte Madera CA 300 Tamal Plz,larrydan@kennicottcapital.com,,Salesforce
229851,,Sam Govorcin -,,Sam Govorcin [[Unknown]],sgovorcin@rocketmail.com,,
9619368,,Lutjon Celkupa,,,lutjon.celkupa@surveyor-capital.com,,List import
10885750,Inactive Investor,Russel Walcher,,"SKA Securities, Inc.",,,Salesforce
11295253,Inactive Investor,Cordell Harris,,Cordell Harris,cordelldharrisinc@gmail.com,7163144926,Web Form Fillout
10901533,Inactive Investor,Yubel Rios Torres,,Fidelity Brokerage Services LLC Menifee CA Private Residence,,,Salesforce
10979888,Inactive Investor,Donna Adelglass,,LPL Financial LLC Ansonia CT 350 W Main St,donna.adelglass@lpl.com,,Salesforce
368069,,Emad Rizk,Trader,,erizk2004@yahoo.com,,Webinar
11152789,Inactive Investor,Chungsoo Ha,,"Farmers Financial Solutions, LLC Aurora CO 2763 S Parker Rd",cha@farmersagent.com,,Salesforce
11061562,Inactive Investor,William Dudley,Investment Advisor Representative,"Osaic Wealth, Inc. Calhoun GA 200 Professional Ct SE",,,Salesforce
10928674,Inactive Investor,Eric Stiles,,Cetera Advisor Networks LLC Edison NJ 2 Ethel Rd,stilese@ceteranetworks.com,,Salesforce
104493,,Dominick Porretto,,A national electric service,anationalelectricservice@comcast.net,9542348255,Organic Search
10977764,Inactive Investor,Amanda Ramirez,Client Service Associate,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,amanda.ramirez@opco.com,,Salesforce
9545753,,zhu hao,,,529440668@qq.com,,List import
9640199,,Woo-seob Kim,,,ybrany4@gmail.com,,List import
10890135,Inactive Investor,Subin Alexander,Senior Client Service Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,subin.alexander@morganstanley.com,,Salesforce
10852873,Inactive Investor,Carrie Mattox,,"Allstate Financial Services, LLC Lynchburg VA 19423 Forest Rd",cmattox@allstate.com,,Salesforce
346011,,john Lauer,CCO,Lauer Wealth Management,john@lauerwealth.com,219-243-8129,Manual List Upload
11162669,Inactive Investor,Victor Yoder,Financial Advisor,Edward Jones Burnham PA 224 N Logan Blvd,victor.yoder@edwardjones.com,,Salesforce
11186746,Inactive Investor,Tracy Osborne,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
10762195,Inactive Investor,Ulrich Keller,Chairman,First Foundation Advisors,rkeller@ff-inc.com,,Salesforce
10862436,Inactive Investor,Antonio Antunes,Chief Compliance Officer;Chief Investment Officer;Owner;President,Antunes International Investment Management Glenwood Springs CO 29 Meadow Wood Rd,,,Salesforce
248862,,Gustavo Garcia,Senior International Consultant,Personal Consulting,lele.estrada@gmail.com,,Manual List Upload
11089597,Inactive Investor,Christian Nally,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
10809266,Inactive Investor,Joshua Miller,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",josh.miller@ml.com,,Salesforce
11148932,Inactive Investor,John Ekwall,,"Allstate Financial Services, LLC Indianapolis IN 6470 N Shadeland Ave",jekwall@allstate.com,,Salesforce
10619465,,Mitchell Despinich,,,mdespinich@kfg.com,,List Import
151681,,Mike Lo,,[Unknown],hellomikelo@gmail.com,,Organic Search
11211885,Inactive Investor,Logan Young,Financial Advisor,"Ameriprise Financial Services, LLC Concord NH 210 N State St",logan.young@ampf.com,,Salesforce
6046743,,Minseok Kim,,,mentor1109@gmail.com,,Web form fillout
10091034,,Marco Sinicropi,,,marcosinicropi@gmail.com,,Web form fillout
11024712,Inactive Investor,Edward Webber,,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10619745,,Marissa Campbell,,,marissa.morton@raymondjames.com,,List Import
11046525,Inactive Investor,Abraham Kupperman,,Goldman Sachs & Co.,,,Salesforce
10755872,Inactive Investor,Joseph Bellavia,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
10770508,Inactive Investor,Elaine Webley,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",elaine.webley@ml.com,,Salesforce
10815921,Inactive Investor,Grant Palmer,Advisor;Financial Advisor;Managing Member;Regulatory Contact,Waypoint Wealth Management,,,Salesforce
11086142,Inactive Investor,Joseph Cotten,,"Allstate Financial Services, LLC Woodbridge VA 3146 Golansky Blvd",josephcotten@allstate.com,,Salesforce
9547942,,Ronald Yates,,,ron.yates@transamerica.com,,List import
10910211,Inactive Investor,John Cuddy,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,john.cuddy@lpl.com,,Salesforce
334060,,David Lees,"Director, Secretary, Treasurer","M Financial Asset Management, Inc.",david.lees@mfin.com,503-232-6960,Manual List Upload
9627924,,Guun Masya,,,mr.ratsal72@kopsoral.com,,List import
11048683,Inactive Investor,Robert Walker,Member;Principal,Veridien Global Investors LLC,,,Salesforce
222566,,Carlos Alvarado,,[Unknown],charly1836@gmail.com,,source
217873,,Kwaku Awuah,,[Unknown],imop19@gmail.com,,
11122243,Inactive Investor,Jose Martinez,Financial Advisor,LPL Financial LLC Midland MI 2820 Jefferson Ave,joe.l.martinez@lpl.com,,Salesforce
10762365,Inactive Investor,Francis Leblanc,Financial Professional,"Voya Financial Advisors, Inc.",frank.leblanc@voya.com,,Salesforce
9572381,,Natasha Allies,,,natasharini@gmail.com,,List import
11005006,Inactive Investor,Coleby Wright,,"Cambridge Investment Research, Inc. Orlando FL 4767 New Broad St",,,Salesforce
10998223,Inactive Investor,Kelsey Hasterlik,Advisor Consultant,"Independent Financial Group, LLC",khasterlik@ifgsd.com,,Salesforce
10798346,Inactive Investor,Eric Harrison,Co-Chief Executive Officer;Founder;Founding Partner,"IEQ Capital, LLC",eharrison@ieqcapital.com,,Salesforce
10889849,Inactive Investor,Jon Peteuil,,"Osaic Wealth, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
9584969,,Eduardo Mgh,,,eduardomgh@gmail.com,,List import
10925739,Inactive Investor,Eric Dufour,,"Osaic Wealth, Inc. Hampton Falls NH Private Residence",,,Salesforce
10824753,Inactive Investor,Stefanie Childs,Financial Advisor,LPL Financial LLC Mandeville LA 2 Sanctuary Blvd,stefanie.childs@lpl.com,,Salesforce
11172127,Inactive Investor,James Neel,,Commonwealth Financial Network Jacksonville FL 7077 Bonneval Rd,jneel@commonwealth.com,,Salesforce
9582641,,Carrie Sykes,,,cbsykes@ftbadvisors.com,,List import
11153045,Inactive Investor,Brian Pollak,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hudson OH 43 Village Way,brian.pollak@ubs.com,,Salesforce
10815599,Inactive Investor,Mary Pepkin,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",mary.pepkin@ampf.com,,Salesforce
11087256,Inactive Investor,Jared Conrad,Wealth Management Advisor;Wealth Management Consultant,LPL Financial LLC Harrisburg PA 1 Innovation Way,jared.conrad@lplfinancial.com,,Salesforce
10923723,Inactive Investor,Chase Coffman,Financial Advisor,LPL Financial LLC Kansas City MO 4700 Belleview Ave,chase.coffman@lpl.com,,Salesforce
10967397,Inactive Investor,Brian Hughes,,PFS Investments Inc. Bountiful UT 533 W 2600 S,brian.hughes@primerica.com,,Salesforce
9648214,,Ufucuc Uguucuf,,,ugucuc@hotmail.com,,List import
11191744,Inactive Investor,Tracy Stanley,,"Cambridge Investment Research, Inc. Marietta GA 2878 Johnson Ferry Rd",,,Salesforce
10596657,,Pratik Bhavsar,,,p.bhavsar@wilmingtonadvisors.com,,Web Form Fillout
10838780,Inactive Investor,James Pazareskis,Assistant Vice President;Senior Compliance Manager,"Equitable Advisors, LLC Wallingford CT Private Residence",,,Salesforce
229083,, -,,[[Unknown]],elfredojohnson@gmail.com,,Organic Search
372391,,Zachary Eisenberg,,United States,zakeisenberg@gmail.com,,Salesforce
10948734,Inactive Investor,Justin Allone,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",justin.allone@ml.com,,Salesforce
11043521,Inactive Investor,Bradley Teasdale,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11119127,Inactive Investor,Giselle Carrillo Rivas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10790819,Inactive Investor,Edward Stuehm,,Country Capital Management Company Geneva IL 425 Williamsburg Ave,edward.stuehm@countryfinancial.com,,Salesforce
10924596,Inactive Investor,Phillip Kircher,,"N.I.S. Financial Services, Inc.",,,Salesforce
10841160,Inactive Investor,Cortney Corpus,Financial Advisor;Financial Planning Specialist,Morgan Stanley Spring TX 24 Waterway Ave,cortney.corpus@morganstanley.com,,Salesforce
10665622,,William Farrell,,,wfarrell@longfordcapital.com,,List Import
10962594,Inactive Investor,Molly Laughter,Chief Compliance Officer;Chief Executive Officer;Founder,Laughter Financial,molly@laughterfinancial.com,,Salesforce
11075614,Inactive Investor,Steven Lebaron,Investment Advisor Representative,"Independent Financial Group, LLC Temecula CA 43471 Ridge Park Dr",,,Salesforce
11130297,Inactive Investor,Cameron Carpenter,,Safra Securities LLC,cameron.carpenter@safra.com,,Salesforce
10767514,Inactive Investor,Betty Crews-Brooks,,"Wells Fargo Clearing Services, LLC Knoxville TN 265 Brookview Centre Way",,,Salesforce
10859008,Inactive Investor,Molly Beeman,Client Associate,LPL Financial LLC Cumberland MD 29 N Liberty St,molly.beeman@lpl.com,,Salesforce
220317,,Wouter Nelis,,[Unknown],wouternelis@hotmail.com,,
10613403,,Rossanna Hayek,"Financial Advisor, Vice President",,rossanna_hayek@ml.com,,List Import
11197667,Inactive Investor,Zachary Duthie,,Citigroup Global Markets Inc.,,,Salesforce
11151706,Inactive Investor,Jeffrey Benaitis,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",jeffrey.s.benaitis@ampf.com,,Salesforce
373244,,Mostafa Tajamolian,,[Unknown],mos.fx@gmail.com,,source
11067185,Inactive Investor,Cheryl Notter,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10975183,Inactive Investor,Shayla Sahmanovic,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
11200057,Inactive Investor,Conner Mcclure,Financial Advisor,"True North Financial Advisors, LLC",cmcclure@truenorthfa.com,,Salesforce
1931004,,Ayanle Abdulle,,,baremiye@gmail.com,,
11167687,Inactive Investor,Jonathan Rosenthal,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jonathan.rosenthal@fidelity.com,,Salesforce
10755591,Inactive Investor,Haley Daughtry,Senior Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,haley.daughtry@ubs.com,,Salesforce
11177305,Inactive Investor,Johnathan Sims,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11135100,Inactive Investor,Lauren Morgan,Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 2835 Miami Village Dr",lauren.runyon@ampf.com,,Salesforce
10947879,Inactive Investor,Tad Sacheck,Family Wealth Advisor,"Atlantic Wealth Partners, LLC",tad@atlanticwealthpartners.com,,Salesforce
10892333,Inactive Investor,Randi Vonnahme,Team Manager,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",randi.vonnahme@tiaa.org,,Salesforce
10782161,Inactive Investor,Kevin Howard,Financial Advisor;First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",kevin.howard@wellsfargoadvisors.com,,Salesforce
11082052,Inactive Investor,Michael Doyle,President;Regulatory Contact,"Steele Capital Management, Inc.",mdoyle@steelecapital.com,,Salesforce
10812596,Inactive Investor,Harlan Van Vooren,Director,Robert W. Baird & Co. Incorporated Sacramento CA 300 University Ave,,,Salesforce
10839410,Inactive Investor,Alexander Cucchi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",alexander.cucchi@ml.com,,Salesforce
10835938,Inactive Investor,Kenneth Coto,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",kenneth_coto@ml.com,,Salesforce
10614650,,Adam Ronzoni,"Financial Advisor, First Vice President",,adam.ronzoni@morganstanley.com,,List Import
11173806,Inactive Investor,Sarah Burnap,,"Equitable Advisors, LLC Hatfield MA 65D Elm St",sarah.burnap@equitable.com,,Salesforce
9621794,,Dipak Johar,,,dodiyardeepak86@gmail.com,,List import
1001393,Inactive Investor,Jonathan Rosenthal,,Saybrook Capital,jrosenthal@saybrook.net,,3rd Party Lead Gen
9558504,,Spencer Crane,,,spencer@montzharcus.com,,List import
10616687,,Gerardo Soriano,,,gerry.soriano@lpl.com,,List Import
10879164,Inactive Investor,Joshua Lerner,Senior Registered Associate,Morgan Stanley New York NY 55 E 52nd St,josh.lerner@morganstanleypwm.com,,Salesforce
29164,,Umar Aziz,"General Counsel, Chief Compliance Officer And Chief Operating Officer",Dg Partners Llp,uaziz@ldfm.com,442-074-085200,
11217310,,Jennifer Summers,,,jen.summers@schwab.com,,Other
10997079,Inactive Investor,Jamie Arias Guanga,,J.P. Morgan Securities LLC East Hampton NY 66 Main St,,,Salesforce
9638558,,Thomas Arnold,,,arnoldt@wra.net,,List import
10941651,Inactive Investor,Ody Rasho,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11052260,Inactive Investor,Rebecca Sanchez,,J.P. Morgan Securities LLC North Miami Beach FL 18235 Biscayne Blvd,rebecca.figueredo@jpmorgan.com,,Salesforce
11088178,Inactive Investor,Thomas Ren,,LPL Financial LLC Roaring River NC Private Residence,thomas.ren@lpl.com,,Salesforce
11179176,Inactive Investor,Charles Kramer,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",charles.kramer@wellsfargoadvisors.com,,Salesforce
10778173,Inactive Investor,Sirak Teodros,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,sirak.teodros@fidelity.com,,Salesforce
240419,,Judith Smetana,,[Unknown],judithsmetana@gmail.com,,Direct
11020118,Inactive Investor,Clarence Mercatoris,,"Cambridge Investment Research, Inc. Brookville PA Private Residence",,,Salesforce
11232081,Inactive Investor,Kylee Nemeth,,Commonwealth Financial Network Poulsbo WA 18697 State Hwy 305 NE,,,Salesforce
9466560,,John Smith,,John Smith,jdsoperations@gmail.com,,Organic Search
11119286,Inactive Investor,Allister Primo,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,allisterprimo@statefarm.com,,Salesforce
11072483,Inactive Investor,Michael Martin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Philadelphia PA 1650 Market St",michael.martin@schwab.com,,Salesforce
10798333,Inactive Investor,Dawn McCulloh,Wealth Management Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,dawn.mcculloh@ubs.com,,Salesforce
11110265,Inactive Investor,Thomas Halloran,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",thomas_halloran@ml.com,,Salesforce
11193165,Inactive Investor,Roger Haney,Financial Advisor,Edward Jones Van Buren AR 2411 Fayetteville Rd,jason.j.haney@edwardjones.com,,Salesforce
194264,,John White,Chief Administrative Officer,"The Colony Group, LLC",jwhite@thecolonygroup.com,617-723-8200,
351156,,Elizabeth Brillman,Vice President,Raine Capital Llc,ebrillman@raine.com,212-603-5500,Manual List Upload
11050160,Inactive Investor,Marko Zivic,Financial Advisor,Park Avenue Securities LLC Carlsbad CA 2888 Loker Ave E,,,Salesforce
10878388,Inactive Investor,Nana Yawson,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",nana.yawson@hantzgroup.com,,Salesforce
9643159,,Vladimir Sekelj,,,vladimirsekelj@yahoo.com,,List import
9574118,,Shawn Tan,,,shawntanky@ntu.edu.sg,,List import
10841051,Inactive Investor,Matthew Barrett,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",matthewbarrett@financialguide.com,,Salesforce
11061697,Inactive Investor,Neel Koladiya,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocala FL 301 SE 17th St",neel.koladiya@ml.com,,Salesforce
10928936,Inactive Investor,Thomas Winges,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",t.winges@raymondjames.com,,Salesforce
10872431,Inactive Investor,Michael Smith,,State Farm VP Management Corp. Lafayette LA 2308 Kaliste Saloom Rd,,,Salesforce
9555398,,Diana Cureton,,,diana_cureton@hancockbank.com,,List import
11074311,Inactive Investor,Rance Bradshaw,President,BCM Benefits Inc.,,,Salesforce
11231363,Inactive Investor,Zachary Garrett,,Citigroup Global Markets Inc.,,,Salesforce
11183615,Inactive Investor,Denise Donovan,,PFS Investments Inc. Manchester CT 160 Chapel Rd,denise.felicianodonovan@primerica.com,,Salesforce
11089566,Inactive Investor,Joseph Mastrocola,,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
9632361,,cliff cornell,,,cccornell@bloomberg.net,,List import
11213054,Inactive Investor,Denise Rivera,,"Empower Financial Services, Inc Fairway KS Private Residence",denise.rivera@empower.com,,Salesforce
4361801,,Emre Akin,,,emreakinofficial@gmail.com,,Web Form Fillout
10877489,Inactive Investor,Andrew Williams,Advisor;Vice President,GenCap Portfolio Management,awilliams@gencappm.com,,Salesforce
10897931,Inactive Investor,Ivan Martchev,Investment Specialist,Navellier & Associates Inc New York NY 1345 Avenue of the Americas,ivanm@navellier.com,,Salesforce
9613424,,Aaron Wiltshire,,,aaron.wiltshire@ubs.com,,List import
11146571,Inactive Investor,Linda Mccurdy,Director;Regulatory Contact,"Radix Organization, Inc.",,,Salesforce
11086897,Inactive Investor,Alexander Barris,Client Service Associate,Morgan Stanley East Lansing MI 2900 West Rd,,,Salesforce
10849189,Inactive Investor,Mark Frugoni,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Managing Principal,"Focus Wealth Advisors, LLC",mark.frugoni@focus-wa.com,,Salesforce
11037155,Inactive Investor,John Rogers,,Key Investment Services LLC Boise ID 8157 W Fairview Ave,john.rogers@key.com,,Salesforce
10603628,,James Pieri,"Chief Investment Officer, Managing Partner",Assured Healthcare Partners LLC,jpieri@ahpartners.com,,List Import
9594488,,Stacy Heistand,,,heistand@asrpc.com,,List import
11131234,Inactive Investor,Alisan Martin,Executive Director,Morgan Stanley San Francisco CA 555 California St,alisan.martin@morganstanley.com,,Salesforce
10951331,Inactive Investor,Blake Martin,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",blake.martin@robinhood.com,,Salesforce
10942900,Inactive Investor,Asriel Marizan,Financial Advisor,Cetera Advisor Networks LLC Towson MD 101 E Chesapeake Ave,ozzie.marizan@prudential.com,,Salesforce
10916210,Inactive Investor,Michael Martin,Financial Advisor,"Goldman Lancaster, Inc.",mike@goldmanlancaster.com,,Salesforce
10964655,Inactive Investor,Jessica Kritschil,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jessica_kritschil@vanguard.com,,Salesforce
10926542,Inactive Investor,Valdemiro Vandik,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,valdemiro_vandik@vanguard.com,,Salesforce
9573506,,Bruce Chen,,,bruce.chen@citadel.com,,List import
9552862,,menglin shi,,,52shimenglin@gmail.com,,List import
9596532,,Phillip Morgan,,,pmorgan@forumfin.com,,List import
10962211,Inactive Investor,Lanh Bui,,NYLIFE Securities LLC Elk Grove CA 9280 W Stockton Blvd,,,Salesforce
10791306,Inactive Investor,Victoria Lika,,Deutsche Bank Securities Inc.,,,Salesforce
9547999,,Michael Jones,,,mjones@gwnsecurities.com,,List import
10805509,Inactive Investor,Melissa Gallant,,Cetera Advisor Networks LLC Stoneham MA 91 Montvale Ave,,,Salesforce
9552026,,Randall Heck,,,randy@goodnow.com,,List import
10958840,Inactive Investor,Dylan Devin,,Cetera Investment Services LLC San Diego CA 9275 Sky Park Ct,dylan.devin@ceterainvestors.com,,Salesforce
103990,,Gregory White,"Chief Executive Officer, Director, Managing Director, Regulatory Contact",Prima Capital Advisors,gwhite@primaadvisors.com,914-725-9380,Manual List Upload
11157964,Inactive Investor,Tonya Schulte,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",tonya_schulte@ml.com,,Salesforce
10993350,Inactive Investor,Kevin Damas,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,kevin.damas@citi.com,,Salesforce
11180328,Inactive Investor,Tiffany Russell,Financial Advisor,Edward Jones Concord NH 211 Loudon Rd,tiffany.russell@edwardjones.com,,Salesforce
4642521,,Liliana Sanchez,,,liliflores16@yahoo.com,,Web Form Fillout
11207896,Inactive Investor,Jorge Rodriguez,Alternative Investment Director;Associate Vice President;Executive Financial Services Director;Financial Advisor;Financial Plann,Morgan Stanley Colorado Springs CO 121 S Tejon St,,,Salesforce
10755990,Inactive Investor,Adrienne Delibert,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",adrienne.m.delibert@ml.com,,Salesforce
11097127,Inactive Investor,Michael Jordan,Portfolio Manager;Principal - Wealth Advisory Services,"Johnson Investment Counsel, Inc.",mjordan@johnsoninv.com,,Salesforce
11190418,Inactive Investor,Hannah Cash,Relationship Manager,"Oxford Financial Group, Ltd",hcash@ofgltd.com,,Salesforce
10765305,Inactive Investor,Danny Xiao-Di Hu,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",danny_hu@ml.com,,Salesforce
10934892,Inactive Investor,Stephanie Rautio,Associate Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Eau Claire WI 3402 Oakwood Mall Dr",stephanie.rautio@claconnect.com,,Salesforce
11031042,Inactive Investor,Parand Habashi,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. Las Vegas NV 2300 W Sahara Ave",parand.habashi@usbank.com,,Salesforce
11151697,Inactive Investor,Sandhya Doraisami,,J.P. Morgan Securities LLC Marietta GA 1088 Johnson Ferry Rd,sandhya.doraisami@jpmorgan.com,,Salesforce
9576516,,Martha Vogel,,,mvogel0113@gmail.com,,List import
11134440,Inactive Investor,Anthony Holds,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",anthony.holds@nm.com,,Salesforce
11078436,Inactive Investor,Tiffany Conklin,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
225207,,Christopher White,,[Unknown],cwhite298@yahoo.com,,Direct
9576045,,Michelle Begina,,,mbegina@snowdenlane.com,,List import
10906370,Inactive Investor,Patricia Kraemer,Vice President - Research,"Westmount Partners, LLC",pkraemer@westmount.com,,Salesforce
340346,,Kevin Mulligan,Vice President,"Monomoy Capital Management, L.p.",kmulligan@mcpfunds.com,212-225-9370,Manual List Upload
10939666,Inactive Investor,Aren Yarian,Manager,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",aren.yarian@voya.com,,Salesforce
10901102,Inactive Investor,Allison Yount,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10853671,Inactive Investor,Benjamin Newhouse,,Integrated Advisors Network LLC Springfield MO 3812 S Fremont Ave,,,Salesforce
11056268,Inactive Investor,Moises Saladin,,Citigroup Global Markets Inc. Bronx NY 1800 Williamsbridge Rd,,,Salesforce
11195590,Inactive Investor,John Von Nessen,,"Cambridge Investment Research, Inc. Hillsborough NJ Private Residence",,,Salesforce
10619752,,Todd Raclaw,,,todd.raclaw@raymondjames.com,,List Import
10868656,Inactive Investor,Mack Courter,Chief Compliance Officer;Founder;Member;Principal,"Courter Financial, LLC Manteo NC 122 Sherwood Dr",,,Salesforce
10897179,Inactive Investor,Kai Luokai Lu,,Citigroup Global Markets Inc.,,,Salesforce
163768,,biwining fc,,[Unknown],biwiningfc@gmail.com,,
9549363,,William Rahm,,,wrahm@centerbridge.com,,List import
139711,,Phebe Etchu,,Personal Capital Advisors Corporation,petchu@personalcapital.com,,
10829904,Inactive Investor,Robert Hagmaier,,"Independent Financial Group, LLC Oklahoma City OK 211 N Robinson Ave",,,Salesforce
10615488,,Liliann Stafford,"Financial Advisor, Financial Planning Specialist, Vice President",,liliann.stafford@morganstanley.com,,List Import
10795781,Inactive Investor,Stewart Craig,Financial Advisor,Edward Jones East Wenatchee WA 304 Grant Rd,stewart.craig@edwardjones.com,,Salesforce
11101754,Inactive Investor,Ramon Vicioso,,"Wells Fargo Clearing Services, LLC Lakeland FL 4405 S Florida Ave",ramon.e.vicioso@wellsfargo.com,,Salesforce
10616551,,Gladys Lomeli,,,gladys.lomeli@primerica.com,,List Import
11163260,Inactive Investor,Lisa Lighthipe-Hinz,Senior Marketing Consultant,LPL Financial LLC Orange CA 1940 N Tustin St,lisa.lighthipe-hinz@lpl.com,,Salesforce
10847490,Inactive Investor,Jeffrey Munjack,Chief Compliance Officer;Managing Member;President,JDM Financial Group LLC Los Angeles CA 2022 S Bentley Ave,jeff@jdmfinance.com,,Salesforce
10994681,Inactive Investor,Robert Dummer,,"WesBanco Securities, Inc. Beaver PA 701 Corporation St",,,Salesforce
11019380,Inactive Investor,Bryce Turrentine,Chief Compliance Officer,Turrentine Financial Services LLC,,,Salesforce
10487917,,David Camarillo,Director - Advisory Services,"Smith Anglin Financial, LLC",dcam34@hotmail.com,,List Import
9578093,,Chris Cronn,,,clcronn@gmail.com,,List import
9551767,,Charles Broussard,,,chuckpat136@gmail.com,,List import
11047499,Inactive Investor,Timothy Schroth,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",tfschroth@firstcommand.com,,Salesforce
9556632,,Paul Phelan,,,paul.phelan@thrivent.com,,List import
10762415,Inactive Investor,Liliann Stafford,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley New York NY 1 Penn Plz,liliann.stafford@morganstanley.com,,Salesforce
10648063,,Byron Dyck,,,bdyck@cedrusfinancial.com,,List Import
10843979,Inactive Investor,Robert Wingate,,State Farm VP Management Corp. Independence VA 578 E Main St,,,Salesforce
11171501,Inactive Investor,Emily Cooper,Financial Advisor,Edward Jones Del Rio TX 3900 Veterans Blvd,emily.cooper@edwardjones.com,,Salesforce
10807196,Inactive Investor,Jennifer Tunnell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",jennifer.tunnell@ml.com,,Salesforce
10984587,Inactive Investor,Sleem Chang,Financial Professional,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",sleem.chang@equitable.com,,Salesforce
9591113,,Francesco Bernasconi,,,bernasconi@lfa.ch,,List import
9466656,,Adil The Entrust Group Inc. FBO Adil Abdulali IRA,,Adil Abdulali,adilabd@gmail.com,,Paid Search
11033425,Inactive Investor,Jeffrey Gorgen,,"U.S. Bancorp Investments, Inc. San Diego CA 16880 Bernardo Center Dr",,,Salesforce
10834357,Inactive Investor,Gregory Hahn,Chief Investment Officer;Managing Member;President;Regulatory Contact,Winthrop Capital Management,ghahn@winthropcm.com,,Salesforce
10990320,Inactive Investor,Cherie Morgan,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,,,Salesforce
10612782,,Sean Bostwick,Financial Advisor,,sean.bostwick@ampf.com,,List Import
10657620,,William Hanigan,,,whanigan@lordabbett.com,,List Import
9544512,,Ray Cherry,,,ray.cherry@unionbank.com,,List import
9626171,,Daniel Sanfulgencio de la Ossa,,,dsdelaossa@gmail.com,,List import
348112,,Michael Karpik,Director And Chief Operating Officer,Pinebridge Investments Llc,michael.karpik@pinebridge.com,646-857-8000,Manual List Upload
9638845,,Helen Fanning,,,fanning@lasalle.edu,,List import
9638403,,Tracey Travis,,,ttravis@estee.com,,List import
8166475,,Roman Sattler,,,romansattler20@gmail.com,,Web Form Fillout
9616652,,Paolo Ward,,,paolo.ward@outlook.com,,List import
10966186,Inactive Investor,Raul Morales,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin Park IL 10101 Grand Ave",raul.morales2@ml.com,,Salesforce
10919359,Inactive Investor,Lee Barrett,,State Farm VP Management Corp. Garden City KS 2606 N Fleming St,,,Salesforce
9636961,,Thomas Chapman,,,tchapman@shayneco.com,,List import
10937742,Inactive Investor,Kayla Caldwell,Financial Advisor,Edward Jones Louisiana MO 2604 Georgia St,kayla.caldwell@edwardjones.com,,Salesforce
11200064,Inactive Investor,Jonathan Hunter,Wealth Advisor,Winthrop Wealth,,,Salesforce
9645143,,Allen He,,,alunyingzi@gmail.com,,List import
10885433,Inactive Investor,Nina Rapaport,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nina.rapaport@jpmorgan.com,,Salesforce
10945192,Inactive Investor,Michael Sullum,,Commonwealth Financial Network Boynton Beach FL 1500 Gateway Blvd,msullum@commonwealth.com,,Salesforce
11164912,Inactive Investor,Haley Thompson,,"Sanford C. Bernstein & Co., LLC",haley.thompson@bernstein.com,,Salesforce
11210077,Inactive Investor,Michael Dunlevy,,Deutsche Bank Securities Inc.,,,Salesforce
11061054,Inactive Investor,James Summers,Financial Advisor,LPL Financial LLC Dana Point CA Private Residence,jim.summers@lpl.com,,Salesforce
11003501,Inactive Investor,Lucas Schnell,,J.P. Morgan Securities LLC Salem OR 480 Glen Creek Rd NW,lucas.schnell@jpmorgan.com,,Salesforce
11098205,Inactive Investor,Justin Medeiros,Associate Vice President;Client Service Associate,Rockefeller Financial LLC Newport Beach CA 23 Corporate Plaza Dr,jmedeiros@rockco.com,,Salesforce
11139023,Inactive Investor,Charles Brockell,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10994484,Inactive Investor,Angela Jubran,,NYLIFE Securities LLC Tucson AZ Private Residence,ajubran@ft.newyorklife.com,,Salesforce
9633818,,Geoffrey Williams,,,geoff@lodgepoleholdings.com,,List import
10828948,Inactive Investor,Curtis Kennington,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,curtis.kennington@fidelity.com,,Salesforce
10938293,Inactive Investor,Mandisa Msipa,,Goldman Sachs & Co.,,,Salesforce
10892452,Inactive Investor,Aaron Gore,,LPL Financial LLC Mount Pleasant SC 497 Bramson Ct,justin.gore@lpl.com,,Salesforce
10936492,Inactive Investor,Matthew James,Chief Compliance Officer;Member,"CDS James Investments, LLC",,,Salesforce
224224,,Gary Schlensker,,"SCHLENSKER CONSULTING  (dba Gary's Rides) also Uber, Lyft, Door Dash, Roadie",garyschlensker@earthlink.net,3176795810,
11029119,Inactive Investor,Christy Kennedy,,PFS Investments Inc. Fayetteville NC 2620 Bragg Blvd,christy.mckinnon@primerica.com,,Salesforce
11202355,Inactive Investor,Mark Rethlake,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,mark.w.rethlake@ubs.com,,Salesforce
224761,,Steve Denner,Owner,Denner Capital Management,sdenner2@aol.com,206-523-5555,Manual List Upload
9645836,,Brian Pollack,,,th3secret@gmail.com,,List import
11045064,Inactive Investor,Ralph Hansen,,"Farmers Financial Solutions, LLC Allen TX 780 N Watters Rd",,,Salesforce
10882427,Inactive Investor,Jack Ditt,Wealthcare Advisor,Wealthcare Advisory Partners LLC Shreveport LA Private Residence,,,Salesforce
10910273,Inactive Investor,Lusin Hakobjanyan,,"Wells Fargo Clearing Services, LLC Clovis CA 1851 Herndon Ave",lusin.hakobjanyan@wellsfargo.com,,Salesforce
10944835,Inactive Investor,Mark Nguyen,,J.P. Morgan Securities LLC Long Beach CA 3901 Atlantic Ave,mark.h.nguyen@chase.com,,Salesforce
193964,,PETER KOROTKIY,COO,TRADESTATION CRYPTO,pkorotkiy@tradestation.com,13122820184,
9619065,,wootak Han,,,dutak@naver.com,,List import
10912000,Inactive Investor,Mark Hipes,Financial Advisor,"Ameriprise Financial Services, LLC Henrico VA 3951 Westerre Pkwy",mark.hipes@ampf.com,,Salesforce
11034127,Inactive Investor,Jonathan Dawson,First Vice President;Vice President,Wintrust Investments LLC Frankfort IL 20901 S la Grange Rd,jdawson@wintrustwealth.com,,Salesforce
10894574,Inactive Investor,Christine Rodgers,Client Associate;Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Washington MO 1301 W 5th St",chris.rodgers@wellsfargoadvisors.com,,Salesforce
11208153,Inactive Investor,Jerry Keaton,President,Keaton Capital Management L.L.C.,jmk@keatoncap.com,,Salesforce
9557550,,Ronald Bernadi,,,jonathanronald9@gmail.com,,List import
10836087,Inactive Investor,Christopher Dandrow,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",christopher.dandrow@ml.com,,Salesforce
11080421,Inactive Investor,Michael Hall,,State Farm VP Management Corp. Brownwood TX 206 W Austin Ave,,,Salesforce
9638849,,Teri Shepherd,,,tshepherd@carsonwealth.com,,List Import
10826199,Inactive Investor,Andrew Epperson,,"Equitable Advisors, LLC Lehi UT Private Residence",andrew.epperson@equitable.com,,Salesforce
11008093,Inactive Investor,Ami Friedman,Financial Advisor;Investment Analyst,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,afriedman@lincolninvestment.com,,Salesforce
11070846,Inactive Investor,Elise-Ariana Anderson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 123 N 7th St",elise.anderson@ml.com,,Salesforce
9568787,,Lance Curnes,,,lcurnes@financialguide.com,,List import
11024289,Inactive Investor,Joseph Pirrone,First Vice President;Investment Associate;Private Wealth Relationship Manager;Senior Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",joseph.pirrone@ml.com,,Salesforce
233711,, -,,[[Unknown]],carolinolschewski@gmail.com,,
11194226,Inactive Investor,Carrie Strongheart,,Institutional Securities Corporation Saint Louis MO Private Residence,astrongheart@iscgroup.com,,Salesforce
9558859,,David Henderson,,,david.henderson@mutualsecurities.com,,List import
11209755,Inactive Investor,Kyle Toulouse,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,kyle.toulouse@fmr.com,,Salesforce
229939,, -,,[[Unknown]],rpulayya@gmail.com,,Organic Search
11146522,Inactive Investor,Linh Doan,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Houston TX 2800 Post Oak Blvd,david.doan@morganstanley.com,,Salesforce
11064662,Inactive Investor,Jesse Hinrichs,Financial Planner,Commonwealth Financial Network Norfolk NE 3204 W Benjamin Ave,jhinrichs@commonwealth.com,,Salesforce
10873767,Inactive Investor,Wayne Richardson,,Commonwealth Financial Network,wayne@commonwealth.com,,Salesforce
10783371,Inactive Investor,Rose Hill,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",rose.timmins@wellsfargoadvisors.com,,Salesforce
11201606,Inactive Investor,Mariellen Stuebe,,"Raymond James Financial Services, Inc. Centerville MA 1550 Falmouth Rd",mariellen.stuebe@raymondjames.com,,Salesforce
11086541,Inactive Investor,Aleia Coate,Financial Advisor,Edward Jones Sebastopol CA 105 Morris St,aleia.coate@edwardjones.com,,Salesforce
11132214,Inactive Investor,Tyler Van Donge,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",tyler.vandonge@schwab.com,,Salesforce
11155701,Inactive Investor,Dylan Diedrich,,NYLIFE Securities LLC Spokane WA 319 W Hastings Rd,ddiedrich@ft.newyorklife.com,,Salesforce
11183634,Inactive Investor,James Phelan,,"Calton & Associates, Inc. Austin TX 4412 Spicewood Springs Rd",,,Salesforce
216496,,Crystal Lee,,[Unknown],clee@etfflows.com,,Event
9570217,,Heather Heron,,,hheron@commonwealth.com,,List import
10950218,Inactive Investor,Steven Webb,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,steven.webb@primerica.com,,Salesforce
10878685,Inactive Investor,Pankti Mehta,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10592180,,Nas Khouirgou,,,akhouirgou@gmail.com,4076685661,Web Form Fillout
201504,,Bob Wall,,[Unknown],bwall57@yahoo.com,,Content
4320868,,Rudy Frizzy,,,evelyngreen@gmail.com,,Web Form Fillout
11170280,Inactive Investor,Lissette Gomez,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",lissette_gomez@ml.com,,Salesforce
9648461,,SUSAN BALDWIN,,,susiebaldwin108@gmail.com,,List import
1001521,Inactive Investor,[[Unknown]],,Farkough,jowalton@fffcpas.com,,
10914116,Inactive Investor,Ayham Bahnassi,Executive Director;Wealth and Estate Planning Strategist,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11208093,Inactive Investor,Ritchie Coe,,"Allstate Financial Services, LLC Gallipolis OH 444 2nd Ave",ritchcoe2@allstate.com,,Salesforce
10840467,Inactive Investor,Fikry Lansing,,Momentum Independent Network Inc. Oxnard CA 2840 Harbor Blvd,flansing@hilltopnetwork.com,,Salesforce
9617012,,Jon Thurman,,,jon.thurman@ioausa.com,,List import
11022372,Inactive Investor,Roy Cook,,LPL Financial LLC Warrenville IL 4320 Winfield Rd,roy.cook@lpl.com,,Salesforce
9601698,,Natsawat Pompern,,,totalpreventive@gmail.com,,List import
183707,,Paul Hoover,,[Unknown],tony.hoover@cbre.com,,Direct
11075604,Inactive Investor,Jack Ashkinaze,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",jack.ashkinaze@ml.com,,Salesforce
9629899,,Jared Jordan,,,jaredkjordan@gmail.com,,List import
10968988,Inactive Investor,Olaf Strom,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10956657,Inactive Investor,Christopher O'Shea,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 9655 4th St N",,,Salesforce
10950699,Inactive Investor,Socorro Briones-Hernandez,,"Wells Fargo Clearing Services, LLC Oxnard CA 460 E Esplanade Dr",,,Salesforce
11063709,Inactive Investor,Michael Halloran,,Cetera Advisor Networks LLC Sturbridge MA 198 Charlton Rd,,,Salesforce
346176,,Shawna Pilsl,"Relationship Manager, Executive Assistant","Legacy Financial Strategies, Llc",shawna.pilsl@legacykc.com,913-403-0600,Manual List Upload
10976063,Inactive Investor,Peter Story,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,peter.story.ycgj@statefarm.com,,Salesforce
11229701,Inactive Investor,Peter Leone,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",,,Salesforce
10972026,Inactive Investor,Danielle Martoch,,Key Investment Services LLC Seattle WA 9655 17th Ave SW,danielle.martoch@key.com,,Salesforce
10783214,Inactive Investor,Atul Pawar,,Goldman Sachs & Co.,atul.pawar@gs.com,,Salesforce
10790142,Inactive Investor,Douglas Kraft,,PNC Investments Warminster PA 521 York Rd,douglas.kraft@pnc.com,,Salesforce
228054,, -,,[Unknown],rogerazevedo1962@gmail.com,,
10982330,Inactive Investor,Christian Tirado Negron,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10423261,,Greg Melvin,,,dartcap@aol.com,,Web Form Fillout
10802286,Inactive Investor,Geoff Forcella,Branch Manager,LPL Financial LLC Redding CA 1600 Victor Ave,geoff.forcella@lpl.com,,Salesforce
11210508,Inactive Investor,Tyler Chumley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,tyler.chumley@fmr.com,,Salesforce
11108410,Inactive Investor,Vere Demontagnac,Managing Director,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",,,Salesforce
11220523,,Derik Treuel,,,derik.treuel@empower.com,,Other
11073486,Inactive Investor,April Bingel,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Plattsburgh NY 8 Booth Dr",april.bingel@wellsfargoadvisors.com,,Salesforce
10872351,Inactive Investor,Stephen Sklar,Financial Advisor,Edward Jones Port Townsend WA 2500 W Sims Way,stephen.sklar@edwardjones.com,,Salesforce
10819609,Inactive Investor,Jordan Baker,Financial Advisor;Financial Representative,Thrivent Investment Management Inc. Nampa ID 17 12th Ave S,jordan.baker@thrivent.com,,Salesforce
10927254,Inactive Investor,Johanna Durant,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10946142,Inactive Investor,Tucker Marcheso,,"Centaurus Financial, Inc. Hayden ID 162 E Hayden Ave",tmarcheso@cfiemail.com,,Salesforce
10897249,Inactive Investor,Thomas Isaacs,,"Raymond James Financial Services, Inc. Jacksonville FL 9995 Gate Pkwy N",tommy.isaacs@raymondjames.com,,Salesforce
10918071,Inactive Investor,Allen Latta,Managing Director,Campton Private Equity Advisors,allen.latta@camptonpe.com,,Salesforce
334850,,Bernard Steinberg,Member Of The Board Of Partners Of Trg And Member Of The Executive Committee For Trg,Trg Management Lp,bsteinberg@rohatyngroup.com,212-984-2900,Manual List Upload
9587774,,R X,,,gastate9@gmail.com,,List import
11220852,,Gregory Bangma,,,greg@silverlakeadvisory.com,,List Import
11049587,Inactive Investor,Andria Williams,Associate Advisor;Chief Compliance Officer,"American Financial Advisors, LLC.",awilliams@afainvestments.com,,Salesforce
11123737,Inactive Investor,Michelle Johnson,Financial Advisor,Edward Jones Longboat Key FL 595 Bay Isles Rd,michelle.k.johnson@edwardjones.com,,Salesforce
9543829,,Kenneth Blackburn,,,ken@bridgelight.com,,List Import
10967303,Inactive Investor,Scott Porter,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,scott.porter@primerica.com,,Salesforce
10779912,Inactive Investor,Robert Wexelman,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",robert_wexelman@ml.com,,Salesforce
9557640,,John Beamish,,,thesolarguy@live.com,,List import
10950283,Inactive Investor,Jane Lee,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,jane.lee.rciw@statefarm.com,,Salesforce
11229461,Inactive Investor,Nicholas Rubin,,William Blair San Francisco CA 343 Sansome St,,,Salesforce
11205503,Inactive Investor,Evan Troop,Executive Director,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,evan.troop@jpmorgan.com,,Salesforce
10808103,Inactive Investor,Hamilton Poynor,,"Arete Wealth Management, LLC Birmingham AL 2318 2nd Ave N",hamilton.poynor@aretewealth.com,,Salesforce
11063810,Inactive Investor,Andrew Thibodeau,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
333146,Inactive Investor,Andrew Pratt,,"Wiser Wealth Management, Inc",andrew@wiserinvestor.com,,
11217163,,Raj Kumar,,,rkumar@stephens.com,,Other
10614505,,Thomas Gorman,Financial Advisor,,thomas.gorman@raymondjames.com,,List Import
11122039,Inactive Investor,Andrew Campbell,Co-Branch Manager,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11071448,Inactive Investor,Michael Ghirardo,,Emerson Equity LLC,,,Salesforce
10929602,Inactive Investor,John Leo,,"Principal Securities, Inc.",leo.john@principal.com,,Salesforce
10928461,Inactive Investor,Gerard Murray,Chief Compliance Officer;Founder;Owner;President;Principal,"Patriot Asset Management, Inc.",,,Salesforce
11037846,Inactive Investor,Kyle Miller,,J.P. Morgan Securities LLC Dayton OH 3414 Seajay Dr,,,Salesforce
351579,,Eric Williams,"Vice President, Finance","Keystone National Group, Llc",ewilliams@keystonenational.net,925-480-6050,Manual List Upload
10963055,Inactive Investor,Dave Delfino,Financial Advisor,"Essex Financial Services, Inc.",ddelfino@essex.financial,,Salesforce
10822956,Inactive Investor,Shahzad Ali,,Cetera Advisors LLC Las Vegas NV 10001 Park Run Dr,shahzad.ali@ceteraadvisors.com,,Salesforce
11172035,Inactive Investor,Jennifer Gartenberg,,"Mesirow Financial, Inc.",jgartenberg@mesirowfinancial.com,,Salesforce
11069145,Inactive Investor,Walter Gallo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2221 Douglas Blvd",walter.gallo@ml.com,,Salesforce
10755890,Inactive Investor,William Gouldin,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Houston TX 2800 Post Oak Blvd,william.w.gouldin@morganstanley.com,,Salesforce
9611408,,Stephen Smith,,,steve.oflanagan@gmail.com,,List import
10848095,Inactive Investor,Scott Brown,,"Osaic Wealth, Inc. Wichita KS 2103 N Collective Ln",,,Salesforce
10616907,,Rodric Mackay,,,rod.mackay@alexbrown.com,,List Import
11048209,Inactive Investor,Conradine Morehouse,Investment Associate,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",connie.morehouse@rbc.com,,Salesforce
10851184,Inactive Investor,Robert Griffiths,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,robert.griffiths@fidelity.com,,Salesforce
10971207,Inactive Investor,Chelsea Roth,Financial Advisor,LPL Financial LLC Verona WI Private Residence,chelsea.sheedy@lpl.com,,Salesforce
10958216,Inactive Investor,William Luster,,"TIAA-CREF Individual & Institutional Services, LLC Saint Louis MO 231 S Bemiston Ave",william.luster@tiaa.org,,Salesforce
11137511,Inactive Investor,Massimo Romano,Account Executive;Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,mromano@janney.com,,Salesforce
10648134,,Dennis Marshall,,,dennis@investwithmarshall.com,,List Import
10904532,Inactive Investor,Douglas Jarrard,Executive Director;Financial Advisor,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,cade.jarrard@morganstanley.com,,Salesforce
11213244,Inactive Investor,Jeremy Hicks,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,jeremy.hicks@fmr.com,,Salesforce
10657859,,Margie Schletz,,,margie.x.schletz@chase.com,,List Import
11159896,Inactive Investor,Robert Gilmore,Lead Advisor,"Fulcrum Capital, LLC",robert@fulcrumcapllc.com,,Salesforce
9559787,,Scott Denisevich,,,scott@altschulerfinancial.com,,List import
9551121,,Roberto Francellino,,,robertofrancellino@baroes.com.br,,List import
11141104,Inactive Investor,Leslie Murphy,Portfolio Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,leslie.murphy@morganstanley.com,,Salesforce
10852123,Inactive Investor,Gerard Ciraulo,,State Farm VP Management Corp. Succasunna NJ 15 Commerce Blvd,gerard.ciraulo.kq9x@statefarm.com,,Salesforce
11051732,Inactive Investor,Bryce Lanham,Principal;Regulatory Contact;Wealth Advisor,"Retirement Planning Solutions, LLC",bryce@rps-ria.com,,Salesforce
10930927,Inactive Investor,Michael McCole,Director - Business Development,"Ameriprise Financial Services, LLC De Pere WI 380 Main Ave",michael.mccole@ampf.com,,Salesforce
11219308,,James Braunsdorf,,,james.braunsdorf@fciadvisors.com,,Other
10820605,Inactive Investor,Sterling Gurney,Financial Advisor,Edward Jones Snohomish WA 602 2nd St,sterling.gurney@edwardjones.com,,Salesforce
203559,,Joshua Harlan,"Chief Compliance Officer, managing Member","Hightower Advisors, Llc",jharlan@hightoweradvisors.com,212-317-2470,
9627932,,rrffff eeee,,,jamesealpert@rhyta.com,,List import
11158577,Inactive Investor,Michael Howard,Chief Compliance Officer;Counsel;Senior Vice President;Vice President,"Appleton Partners, Inc.",mhoward@appletonpartners.com,,Salesforce
9571998,,Martin Schoonover,,,martin@otwm.net,,List import
10695957,,Adrian Exposito,,Bolton Global Capital Inc,aexposito@boltonglobal.com,,List Import
10999651,Inactive Investor,Jose Mite Ocejo,,J.P. Morgan Securities LLC New York NY 349 5th Ave,jose.mite-ocejo@jpmorgan.com,,Salesforce
10924233,Inactive Investor,Charles Richmond,,LPL Financial LLC Jackson MI 833 Laurence Ave,chuck.richmondsr@lpl.com,,Salesforce
11045738,Inactive Investor,James Wendlandt,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",james.wendlandt@nm.com,,Salesforce
10972657,Inactive Investor,Janice Lin,,Santander Securities LLC Quincy MA 20 Beale St,jlin@santander.us,,Salesforce
10821574,Inactive Investor,Wendy Chance,Assistant Vice President;Wealth Management Associate,Morgan Stanley New Albany OH 15 S High St,wendy.chance@morganstanley.com,,Salesforce
10840545,Inactive Investor,Emmanuel Earls,Regional Vice President,PFS Investments Inc. Tulsa OK 2508 E 71st St,emmanuel.earls@primerica.com,,Salesforce
11103644,Inactive Investor,Kevin Ferland,,LPL Financial LLC Dover NH Private Residence,kevin.ferland@lpl.com,,Salesforce
11039958,Inactive Investor,Robert Mooney,,Key Investment Services LLC Cleveland OH 4461 Mayfield Rd,robert.mooney@key.com,,Salesforce
11028454,Inactive Investor,Nathan Thomas,,State Farm VP Management Corp. Wildwood FL 502 S Main St,nathan.thomas.j3oe@statefarm.com,,Salesforce
11034468,Inactive Investor,Kathleen Knight,,NYLIFE Securities LLC Lake Forest CA 26501 Rancho Pkwy S,kmknight@ft.newyorklife.com,,Salesforce
10913600,Inactive Investor,Julia Bonaccorso,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",julia.bonaccorso@bernstein.com,,Salesforce
11123674,Inactive Investor,Brian Upshaw,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",brian.upshaw@ml.com,,Salesforce
10921486,Inactive Investor,Alexa Pao,,NYLIFE Securities LLC Lake Mary FL 801 International Pkwy,asider@ft.newyorklife.com,,Salesforce
10657654,,Jacob Schaffer,,,jacob.schaffer@fmr.com,,List Import
10881206,Inactive Investor,William Beale,,"Cambridge Investment Research, Inc. Palm Beach Gardens FL Private Residence",,,Salesforce
10756985,Inactive Investor,Don Broumandi,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
1006097,Inactive Investor,Tarazi Emil,Co-Founder & Chief Executive Officer,ETF Logic,emil@etflogic.io,,Event
10974823,Inactive Investor,Matthew Painter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9610694,,Ben Aflek,,,manolis.aggelakis@gmail.com,,List import
10877818,Inactive Investor,Dwayne Jackson,Relationship Manager,Rembert Pendleton Jackson,dwayne@rpjadvisors.com,,Salesforce
10658063,,Galo Revelo,,,galo.a.revelo@jpmorgan.com,,List Import
11230987,Inactive Investor,James Sims,Financial Advisor,LPL Financial LLC Duluth GA 6705 Sugarloaf Pkwy,chris.sims@lpl.com,,Salesforce
11121537,Inactive Investor,Mark Hanson,Financial Advisor,"Principal Securities, Inc. Naperville IL 507 Fairway Dr",hanson.mark@principal.com,,Salesforce
9580251,,Joseph Jones,,,ahoohooahoo@yahoo.com,,List import
10657963,,Justine Annoreno,,,jannoreno@ft.newyorklife.com,,List Import
11018737,Inactive Investor,Dennis Smith,,"MML Investors Services, LLC Bettendorf IA 2550 Middle Rd",dennissmith@financialguide.com,,Salesforce
11059580,Inactive Investor,Mote Zawalunow,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mote.x.zawalunow@jpmorgan.com,,Salesforce
11170963,Inactive Investor,Jennifer Whittaker,,Cetera Advisor Networks LLC,,,Salesforce
9598221,,Jesse Cordoba,,,jesse.cordoba@redreefadvisors.com,,List import
10986232,Inactive Investor,James Turco,,Thurston Springer Financial,,,Salesforce
10956690,Inactive Investor,Eridania Helena Basora,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11182572,Inactive Investor,Rebecca Pino,,"Halliday Financial, LLC",,,Salesforce
10775150,Inactive Investor,Richard Baer,Chairman;Chief Executive Officer;Co-Founder,"Legacy Capital Group California, Inc.",richard@legacycapitalgroup.com,,Salesforce
9642470,,Suzanne Jacobs,,,suziquejacobs@yahoo.com,,List import
240924,,ryan giannotto,Manager Equity Indexes Research & Design,[Unknown],ryan.giannotto@lseg.com,,Event
9545027,,David Jacobson,,,bjacobson951@gmail.com,,List import
10842719,Inactive Investor,Laura Plourde,Compliance Officer;Vice President,"Equity Services, Inc. Panama City Beach FL Private Residence",plourde_laura@nlvmail.com,,Salesforce
41872,,Tracy Miller,Financial Professional,"Voya Financial Advisors, Inc.",tracy.miller@voyafa.com,937-353-5462,
10811961,Inactive Investor,Gregory Morra,Financial Advisor,"Ameriprise Financial Services, LLC New Hartford NY Private Residence",gregory.m.morra@ampf.com,,Salesforce
9576226,,Piotr Peszko,,,piotr.peszkoo@gma.com,,List import
66659,,Kay Matsui,,"Transamerica Financial Advisors, Inc",kay.matsui@transamerica.com,727-299-1800,
348204,,Logan Foster,Managing Member,Foster Investment Services,logan.foster@fosterinvestment.net,859-554-6896,Manual List Upload
11172392,Inactive Investor,Armando Armenta,Financial Advisor,Edward Jones Claremont CA 341 W 1st St,armando.armenta@edwardjones.com,,Salesforce
10939110,Inactive Investor,Robert Ricketts,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,robertricketts@statefarm.com,,Salesforce
11213050,Inactive Investor,Paula Smith,,"Empower Financial Services, Inc Pike Road AL Private Residence",paula.smith@empower.com,,Salesforce
11097903,Inactive Investor,Lawrence Donroe-Wells,,"BEAM Wealth Advisors, Inc. Atlanta GA 3301 Buckeye Rd",,,Salesforce
9599585,,DARIUS POPULIN,,,medicalconsul1@gmail.com,,List import
10973595,Inactive Investor,Matthew Weidinger,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9559237,,moamen sakr,,,moescontractor@gmail.com,,List import
10816403,Inactive Investor,Scott Pisano,Financial Advisor;Senior Client Associate,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",scott.pisano@wellsfargoadvisors.com,,Salesforce
10659555,,John Byrd,,,john.byrd@primerica.com,,List Import
10771861,Inactive Investor,Robert Mcguire,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",trent.mcguire@wellsfargo.com,,Salesforce
10866598,Inactive Investor,Adam Cho,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley San Francisco CA 101 California St,adam.cho@morganstanley.com,,Salesforce
10988024,Inactive Investor,Indu Tursa,,"U.S. Bancorp Investments, Inc. Kirkland WA 132 Kirkland Ave",indu.tursa@usbank.com,,Salesforce
10948737,Inactive Investor,Cameron Jennings,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",cameron.jennings@ml.com,,Salesforce
11136012,Inactive Investor,Louis Ciliberti,,Purshe Kaplan Sterling Investments Plainview NY 980 Old Country Rd,lciliberti@pksinvest.com,,Salesforce
10796303,Inactive Investor,Jeff Warren,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",jeff.warren@wellsfargoadvisors.com,,Salesforce
11134542,Inactive Investor,Jessica Gay,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jessica.gay@tiaa.org,,Salesforce
10979193,Inactive Investor,Aaron Castonguay,,LPL Financial LLC Aurora CO Private Residence,aaron.castonguay@lpl.com,,Salesforce
11219097,,Charles Matthews,,,cmatthews@seic.com,,Other
10644951,,Susan Mydlach,,,susan.mydlach@bernstein.com,,List Import
10844002,Inactive Investor,William Epifanio,Chief Compliance Officer;Managing Member,"Stratis Capital, LLC",bill@stratiscap.com,,Salesforce
10808114,Inactive Investor,Tracy Monk,Regional Vice President,PFS Investments Inc. Cove City NC 202 W Sunset Blvd,tracy.monk@primerica.com,,Salesforce
10979569,Inactive Investor,Richard Bernard,Financial Advisor,CPS Investment Advisors,,,Salesforce
344849,,Vicki Salvesen,,"Longpoint Realty Partners, Lp",salvesen@longpointpg.com,617-861-9760,Manual List Upload
10901741,Inactive Investor,Lizbeth Atkins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",lizbeth.atkins@ml.com,,Salesforce
9643443,,John Patience,,,john@velacapllc.com,,List import
10963557,Inactive Investor,Jeremy-Gabriel Clark,,"Raymond James Financial Services, Inc. Aiea HI 98-1071 Moanalua Rd",jeremy-gabriel.clark@raymondjames.com,,Salesforce
9569045,,John Hazard,,,j.hazard@att.net,,List import
11053380,Inactive Investor,John Donnelly,Chief Compliance Officer;Managing Member;Owner,"Paulo Financial Advisors, LLC Staten Island NY 1688 Victory Blvd",johnd@paulofinancialadvisors.com,,Salesforce
9547915,,Fatima Lopez,,,fatima.d.lopez@suntrust.com,,List import
219626,,Scotto Hyman,,[Unknown],aleeyah234@gmail.com,,Direct
11048023,Inactive Investor,Tommy Gish,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",tom.gish@nm.com,,Salesforce
10936140,Inactive Investor,Devoda Owens,Analyst;Financial Planner,"Linscomb Wealth, Inc.",,,Salesforce
10875233,Inactive Investor,Sharon Rogers,,"Woodmen Financial Services, Inc.",srrogers@woodmen.org,,Salesforce
11135640,Inactive Investor,Kathleen Santos,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,kathleen.santos@fmr.com,,Salesforce
11134875,Inactive Investor,Alyssa Titus,,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",alyssa.titus@rbc.com,,Salesforce
9622467,,Ed Bills,,,ed@pacificqt.com,,List import
9580653,,Paul Morris,,,paul@locustwood.com,,List import
11139528,Inactive Investor,Eric Sargent,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,eric.sargent@fmr.com,,Salesforce
11173227,Inactive Investor,James D'Alessio,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",james.dalessio@ml.com,,Salesforce
9567887,,Javaid Sheikh,,,jsheikh@qatar-med.cornell.edu,,List import
10809629,Inactive Investor,Samuel Massey,,"Concourse Financial Group Securities, Inc. Watkinsville GA 3651 Mars Hill Rd",samuel.massey@concoursefinancial.com,,Salesforce
9542689,,SHUBIN JHA,,,shubin@menai.io,,List import
9598799,,David Hopkins,Chief Compliance Officer,"The Capital Chart Room, Ltd",dhopkins@thecapitalchartroom.com,,List import
11068197,Inactive Investor,Michael Collins,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Goshen NY 25 Main St",michael.collins@ampf.com,,Salesforce
171381,,Kumar Singaram,,[Unknown],kumarsingaram3@gmail.com,,Paid Social
11069410,Inactive Investor,Irwin Kulman,,Cetera Advisor Networks LLC Los Angeles CA 11726 San Vicente Blvd,,,Salesforce
339610,,Mark Sullivan,"Partner, Human Capital",Linden Capital Partners,msullivan@lindenllc.com,312-506-5600,Manual List Upload
11038854,Inactive Investor,Sonia Higley,,"Bankers Life Securities, Inc. Columbia SC 140 Stoneridge Dr",sonia.higley@bankerslife.com,,Salesforce
10861258,Inactive Investor,Megan Edwards,Financial Advisor,LPL Financial LLC Los Gatos CA 223 W Main St,megan.edwards@lpl.com,,Salesforce
10820922,Inactive Investor,Lance Styer,Financial Advisor,Edward Jones Broomfield CO 12995 Sheridan Blvd,lance.styer@edwardjones.com,,Salesforce
11067805,Inactive Investor,Steven Ferre,Financial Advisor,LPL Financial LLC Clarksville TN 128 N 2nd St,steve.ferre@lpl.com,,Salesforce
10899845,Inactive Investor,Tyler Beekman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9593302,,Courtney Fandrick,,,cco@eaglepointcredit.com,,List import
11156348,Inactive Investor,Linda Rhodes,Associate Vice President;Financial Advisor;Financial Planning Specialist;Institutional Consultant;Institutional Consulting Direc,Morgan Stanley New York NY 55 E 52nd St,linda.j.rhodes@morganstanley.com,,Salesforce
9624127,,Carlos nogueira,,,mrxnogueira174@yahoo.com,,List import
10938781,Inactive Investor,Brent Benedict,Financial Advisor,"Ameriprise Financial Services, LLC Erie PA 652 W 6th St",brent.benedict@ampf.com,,Salesforce
9621498,,Thomas O'Grady,,,tog@xnlp.com,,List import
10488618,,Larry Heard,CEO,"Transwestern Investment Management, Llc",larry.heard@transwestern.com,,List import
333964,,Kevin Carome,Director,"Invesco Advisers, Inc.",kevin.carome@invesco.com,404-892-0896,Manual List Upload
142508,,Shanty Singh,,United States,shanty_singh@hotmail.com,,Direct
11157650,Inactive Investor,Trent Baer,,LPL Financial LLC Anchorage AK 737 M St,trent.baer@lpl.com,,Salesforce
10836790,Inactive Investor,Ryan Amador,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",ryan.j.amador@ml.com,,Salesforce
9621420,,Matt Czarnecki,,,matt.czarnecki@elliptic.co,,List import
11081069,Inactive Investor,Erica Scott,Senior Service Associate,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",,,Salesforce
10835643,Inactive Investor,Steven Finerty,Chairman;Chief Executive Officer;Director;Member;Owner,Argent Capital Management LLC Saint Louis MO 700 Corporate Park Dr,sfinerty@argentcapital.com,,Salesforce
11163198,Inactive Investor,Ryan Johnstin,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9582249,,Randall Fillmore,,,rfillmore@aquilafunds.com,,List import
11199837,Inactive Investor,Frank Defrancesco,Financial Advisor,"Equitable Advisors, LLC Shelton CT 3 Corporate Dr",frank.defrancesco@equitable.com,,Salesforce
9568335,,Stephan Huwiler,,,stephan.huwiler@juliusbaer.com,,List import
11219928,,Robert Sit,,,rs@sitinvest.com,,Other
11066523,Inactive Investor,Emily Watson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10941012,Inactive Investor,Adam Novak,,"MML Investors Services, LLC Madison CT 782 Boston Post Rd",anovak@financialguide.com,,Salesforce
10489749,,Robin McEver,"Financial Advisor, Financial Planning Specialist, Second Vice President",Morgan Stanley Plano TX 7500 Dallas Pkwy,robin.mcever@morganstanley.com,918-744-4610,List Import
10907634,Inactive Investor,Brandon Saxton,Division Leader,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,brandon.saxton@primerica.com,,Salesforce
238233,,teakcs@gmail.com Drown,,[Unknown],teakcs@gmail.com,,
9572781,,Steven Haines,,,steven.haines@pnc.com,,List import
11048886,Inactive Investor,Peter Alofsin,Partner,"Capital Wealth Management, LLC",peter@capitalwealthllc.com,,Salesforce
9564158,,Dharma Malempati,,,dharma@omventures.com,,List import
1006175,Inactive Investor,Alexander Kochetov,,TBD,heksray@gmail.com, +79163844628,
11187089,Inactive Investor,Cynthia Orlovsky,,"Avantax Investment Services, Inc. Johnstown PA 1732 Scalp Ave",orlovskyc@myavantax.com,,Salesforce
10991515,Inactive Investor,Peter Holm,Financial Services Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,peter.holm@lpl.com,,Salesforce
11046694,Inactive Investor,Michael Dressel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,michael.dressel@ubs.com,,Salesforce
10935252,Inactive Investor,Jeffrey Drukman,,"Osaic Wealth, Inc. Thousand Oaks CA 1491 Warwick Ave",,,Salesforce
10815772,Inactive Investor,Ana Oliveira,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,ana.oliveira@morganstanley.com,,Salesforce
10862051,Inactive Investor,Christopher Branton,Financial Advisor,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",,,Salesforce
11143946,Inactive Investor,Emily Marling,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY 21 Masse Pl",emily.marling@ml.com,,Salesforce
11144042,Inactive Investor,Jeannie Aversa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jeannie.aversa@bofa.com,,Salesforce
10890887,Inactive Investor,Andrew Witt,Financial Advisor,Edward Jones Huntsville AL 470 Providence Main St NW,andrew.witt@edwardjones.com,,Salesforce
11184455,Inactive Investor,Jeremy Hutzel,Chief Compliance Officer;Managing Member;Managing Partner;Owner;President;Trustee,Seven Springs Wealth Group,jeremy.hutzel@ssw.group,,Salesforce
10758408,Inactive Investor,Stephen Parrish,Sales Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,stephen.l.parrish@jpmorgan.com,,Salesforce
9547027,,Peter Putz,,,petermichaelputz@gmail.com,,List import
10972641,Inactive Investor,James Fiske,Investment Analyst;Portfolio Manager,"Colonial Trust Advisors, Inc. Greenville SC 101 E Washington St",jfiske@colonialtrust.com,,Salesforce
10909237,Inactive Investor,Ana Fernandez,Financial Advisor,"AllGen Financial Advisors, Inc.",fernandez@allgenfinancial.com,,Salesforce
11152507,Inactive Investor,Jeffrey Beamer,Investment Advisor Representative,"Osaic Wealth, Inc. Roanoke VA 2847 Penn Forest Blvd",,,Salesforce
11167302,Inactive Investor,Thomas Hudson,,"Farmers Financial Solutions, LLC Mobile AL 6925 Cottage Hill Rd",thudson1@farmersagent.com,,Salesforce
10980999,Inactive Investor,Arshdeep Singh,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",arshdeep.singh@ampf.com,,Salesforce
10904434,Inactive Investor,Erica Guerrero,Financial Advisor,Edward Jones Odessa TX 1931 E 37th St,erica.guerrero@edwardjones.com,,Salesforce
10662227,,Kevin Griffin,,,kj@griffinfa.com,,List Import
9642473,,Kohki Kubota,,,kohkik@gmail.com,,List import
11053958,Inactive Investor,Matthew Gross,Executive Assistant,"Ameriprise Financial Services, LLC Groton CT 495 Gold Star Hwy",matthew.gross@ampf.com,,Salesforce
11175535,Inactive Investor,Peter Lautmann,Portfolio Manager;Research Analyst,"Oarsman Capital, Inc",plautmann@oarsman.net,,Salesforce
10915395,Inactive Investor,Richard Feight,Chief Compliance Officer;Member;Owner,IAM Financial,rich@iam-financial.com,,Salesforce
9551134,,Bill Dyer,,,bill.dyer@boathousecapital.com,,List import
9584450,,Stephanie Haley,,,stephanie.haley@northstarcapitalinc.com,,List import
11062056,Inactive Investor,Richard Sauerman,First Vice President,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",richard.sauerman@raymondjames.com,,Salesforce
11099265,Inactive Investor,Melissa Diaz,Associate,Edward Jones Santa Ana CA 12341 Newport Ave,,,Salesforce
11077971,Inactive Investor,Sana Babaa,Financial Services Representative,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10842532,Inactive Investor,Kersti Jakobson,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kersti_jakobson@ml.com,,Salesforce
11128064,Inactive Investor,Richard Sharp,Financial Advisor,LPL Financial LLC Aurora IL 201 N Constitution Dr,rick.sharp@lpl.com,,Salesforce
10824884,Inactive Investor,Harold Zirkin,Chief Compliance Officer;Managing Member;President;Senior Managing Director,HZ Investments Inc.,harold@zirkin.net,,Salesforce
9540927,,James Kiszka,,,jkiszka@continentalstock.com,,List Import
10832323,Inactive Investor,Barry Cynowiec,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,cynowiecb@ceteranetworks.com,,Salesforce
11132000,Inactive Investor,Stephen Faries,Board Member;Chief Compliance Officer;Regulatory Contact;Vice President,"Marchand Faries Financial Management, Inc. Keystone Heights FL 8047 Odom Ranch Trl",steve@mffm.com,,Salesforce
11039514,Inactive Investor,Bradley Books,,"Kestra Investment Services, LLC Springfield IL 2609 Montega Dr",,,Salesforce
10945541,Inactive Investor,Patrick Edwards,,"USI Securities, Inc.",patrick.edwards@usi.com,,Salesforce
10955980,Inactive Investor,Tracy Lamiman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10857779,Inactive Investor,Matthew Cunningham,Chief Compliance Officer;Secretary,First Financial Advisory Services Inc,,,Salesforce
11068653,Inactive Investor,Michael Leanza,Chief Compliance Officer;Chief Executive Officer;President;Shareholder,"The Genwealth Group, Inc.",michael@thegenwealthgroup.com,,Salesforce
11171969,Inactive Investor,Esmeralda Strauch,,NYLIFE Securities LLC Tampa FL Private Residence,ecarr01@ft.newyorklife.com,,Salesforce
227713,, -,,[Unknown],sherral1@icloud.com,,
9554417,,Christopher Muniz,,,chris.muniz@creativeplanning.com,,List import
10915718,Inactive Investor,Edward Rector,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11013675,Inactive Investor,Michelle Marks,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,michelle.marks.f29e@statefarm.com,,Salesforce
10902153,Inactive Investor,Amy Kepfer,Owner;Secretary,"Aspen Financial Management, Inc. Angel Fire NM PO Box 113",,,Salesforce
9637363,,Smint Jake,,,jack@smint.com,,List import
10860471,Inactive Investor,Keith Davis,Practice Developer,Thrivent Investment Management Inc. Batesville AR 440 Barnett Dr,keith.davis@thrivent.com,,Salesforce
10865643,Inactive Investor,William Baughman,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
25444,,Connie Kang,Portfolio Manager,"HBK Investments, L.P.",ckang@hbk.com,1-212-588-7888,Initial Salesforce Import
11232413,Inactive Investor,Scott Barton,Financial Professional,"MML Investors Services, LLC Brentwood TN 10 Cadillac Dr",sbarton@financialguide.com,,Salesforce
10989672,Inactive Investor,Jaqueline Price,,"Robinhood Financial, LLC Denver CO 2373 15th St",,,Salesforce
9616257,,bradly diaz,,Morgan Stanley,bradly.diaz@ms.com,,List import
10947149,Inactive Investor,James Tomaselli,,Fidelity Brokerage Services LLC,,,Salesforce
10659519,,Brian Bobek,,,brian.bobek@morganstanley.com,,List Import
10999986,Inactive Investor,Eric Anderson,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,eanderson05@ft.newyorklife.com,,Salesforce
11117325,Inactive Investor,Thomas Kelley,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mequon WI 1249 W Liebau Rd",kelleyt@stifel.com,,Salesforce
10912520,Inactive Investor,Philip Tetley,Founder;Portfolio Manager;Technology Manager,"Tetley Investments, LLC",,,Salesforce
332666,,Brent Gillett,,TBD,brent@gillett.com,404-456-6465,
11029156,Inactive Investor,John Blair,Financial Advisor;Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,,,Salesforce
10869403,Inactive Investor,Jason Repp,,"Cambridge Investment Research, Inc. Oregon OH 3150 Dustin Rd",,,Salesforce
11084922,Inactive Investor,Michael Bonamarte,Financial Professional;Investment Advisor Representative,"Voya Financial Advisors, Inc. Armonk NY 145 Bedford Rd",michael.bonamarte@voyafa.com,,Salesforce
11051551,Inactive Investor,Anthony LoPresti,Financial Advisor,Trek Financial Medina OH 3745 Medina Rd,,,Salesforce
9633371,,Queena Liu,,,pingudesignuk@yahoo.co.uk,,List import
9606708,,Wei Cao,,,wei.cao@tudor.com,,List import
10955664,Inactive Investor,Winfield Mayne,,"Moors & Cabot, Inc. Greenville NC 1020 Red Banks Rd",wmayne@moorscabot.com,,Salesforce
10766023,Inactive Investor,Ryan Birge,Financial Advisor Associate,Morgan Stanley Charleston SC 850 Morrison Dr,ryan.birge@morganstanley.com,,Salesforce
192626,,Wendi Dixon,,Self,wendidixon1@gmail.com,6412337981,
9626916,,Jason Broder,,,jason.broder@simonmarkets.com,,List import
10648235,,Bradley Nemzer,,,bnemzer@forumcapadvisors.com,,List Import
11171196,Inactive Investor,Justin Li,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11173353,Inactive Investor,Krista Simons Gliva,District Leader,PFS Investments Inc. Lake Zurich IL 365 Surryse Rd,krista.simonsgliva@primerica.com,,Salesforce
11233423,Inactive Investor,Noah Drynan,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,,,Salesforce
10948139,Inactive Investor,Brian Wanous,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",brian.wanous@equitable.com,,Salesforce
225845,, -,,[[Unknown]],ljciszek@icloud.com,,Initial Salesforce Import
9629760,,Biruj Dessalegn,,,biruk.dessalegn@gmail.com,,List import
11185372,Inactive Investor,Michael Holland,Chief Compliance Officer;Managing Member,"Holland Capital Management, LLC Waxhaw NC Private Residence",chad@hollandcapitalgroup.com,,Salesforce
11142845,Inactive Investor,Matthew Felber,Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 133 Maple Ave E",matthew.t.felber@ampf.com,,Salesforce
11053999,Inactive Investor,Clinton Edgar,Chief Compliance Officer;Co-Founder;Financial Advisor,Better Pockets Financial,,,Salesforce
11119096,Inactive Investor,Joel Wilkinson,,LPL Financial LLC Duncan OK 751 W Willow Ave,joel.wilkinson@lpl.com,,Salesforce
11254168,Inactive Investor,Tyler Woods,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9551594,,again register,,,like@lasttime.com,,List import
10818056,Inactive Investor,Thomas West,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10802620,Inactive Investor,Nicholas Serenyi,Executive Director;Family Wealth Director;Financial Advisor,Morgan Stanley Potomac MD 12505 Park Potomac Ave,nicholas.j.serenyi@morganstanley.com,,Salesforce
10780616,Inactive Investor,Russell Jacobson,Investment Advisor Representative,Commonwealth Financial Network Hyannis MA 104 Pleasant St,rjacobson@commonwealth.com,,Salesforce
10802397,Inactive Investor,John Proia,Financial Advisor,"Ameriprise Financial Services, LLC Greensboro NC 7 Corporate Center Ct",john.n.proia@ampf.com,,Salesforce
11095816,Inactive Investor,Gregory Curry,Chief Compliance Officer;Financial Advisor;Founder;Member,"Pillar Financial Advisors, LLC",greg@pillar.net,,Salesforce
10814653,Inactive Investor,Kevin Roszkowski,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",kevin.roszkowski@bofa.com,,Salesforce
11158682,Inactive Investor,Eric Sorenson,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
10762612,Inactive Investor,Nicholas Childers,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",nicholas_d_childers@ml.com,,Salesforce
11113942,Inactive Investor,Radoslav Mladineo,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",radoslav_mladineo@ml.com,,Salesforce
10804373,Inactive Investor,Thomas Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Tyler TX 5858 New Copeland Rd",thomas.davis@wellsfargoadvisors.com,,Salesforce
11125435,Inactive Investor,Ryan Duff,,LPL Financial LLC Albany NY 80 Wolf Rd,ryan.c.duff@lpl.com,,Salesforce
11111537,Inactive Investor,Victor Emmanuel De Leon,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
9628199,,Terry Hall,,,thall@srscap.com,,List import
9639755,,Aniko Kardos,,,admin@colombusim.com,,List import
10963075,Inactive Investor,Betsey Smithdeal,,"Truist Investment Services, Inc. North Myrtle Beach SC 521 Main St",betsey.smithdeal@truist.com,,Salesforce
7086285,,Paul Smith,,,fanotiw193@proexbol.com,,Web Form Fillout
10870496,Inactive Investor,Bryan Ollier,Investment Specialist;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10774580,Inactive Investor,William Cerf,Family Office Consultant;Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,william.cerf@ubs.com,,Salesforce
10807008,Inactive Investor,Gerald Butrimovitz,Owner,Gerald Butrimovitz Wealth Advisory,,,Salesforce
10775531,Inactive Investor,Christopher Weber,,Cetera Investment Services LLC Northfield MN 1605 Heritage Dr,christopher.weber@ceterais.com,,Salesforce
9574971,,Jay Krz,,,teamjk@hotmail.com,,List import
11238169,Inactive Investor,Jessica Sos,,"Laffer Tengler Investments, Inc.",jsos@laffertengler.com,,Salesforce
11027496,Inactive Investor,Joseph Sproviero,,J.P. Morgan Securities LLC Little Falls NJ 989 Mcbride Ave,joseph.sproviero@jpmorgan.com,,Salesforce
9612539,,Bethany Corbae,,,bcorbae@harrisonst.com,,List import
10800474,Inactive Investor,Nancy Larocque,Regional Vice President,PFS Investments Inc. Minneapolis MN 7800 Metro Pkwy,nancy.larocque@primerica.com,,Salesforce
11107343,Inactive Investor,Kristina Hoelting,,"Ameritas Investment Company, LLC Kearney NE 2202 Central Ave",khoelting@ameritas.com,,Salesforce
11141416,Inactive Investor,Jon Henderson,Chief Investment Officer;Founder;Lead Financial Advisor;Owner,Echo45 Advisors LLC,jhenderson@echo45advisors.com,,Salesforce
11088720,Inactive Investor,Rodney Wilson,,LPL Financial LLC Fort Collins CO 1336 Oakridge Dr,rodney.wilson@lpl.com,,Salesforce
11065632,Inactive Investor,Jennifer Ho,First Vice President,UBS Financial Services Inc. Brea CA 135 S State College Blvd,jenniferus.ho@ubs.com,,Salesforce
10889921,Inactive Investor,Thomas Halonen,Financial Advisor,Edward Jones Hartland MI 12319 Highland Rd,thomas.halonen@edwardjones.com,,Salesforce
9571823,,Robert campione,,,rmcampione@yahoo.com,,List import
10646950,,Nanette Fahrenbruch,,,nanette.fahrenbruch@edwardjones.com,,List Import
9562508,,Jacquelyn Kuhn,,,jacquelynkuhn@financialguide.com,,List import
9641326,,SHU QUAN,,,qqy85@hotmail.com,,List import
10759009,Inactive Investor,Robert Straka,,LPL Financial LLC Birmingham AL 3168 Cahaba Heights Rd,robert.straka@lpl.com,,Salesforce
10645788,,David Bassett,,,david.bassett@rabobank.com,,List Import
10578583,,Alistair Reader,,,alistair.f.reader@usdoj.gov,,Web Form Fillout
10887574,Inactive Investor,Mark Wickard,Financial Advisor;Managing Director,Oppenheimer & Co. Inc. East Lansing MI 1400 Abbot Rd,,,Salesforce
10961102,Inactive Investor,Ashton Bray,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,ashton.bray@fidelity.com,,Salesforce
10577001,,Andrew Scudder,,,andrew.scudder1@gmail.com,2082848711,Web Form Fillout
11091565,Inactive Investor,Adam Blain,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
9592527,,Ievgeniia Rybalka,,,ievgeniiarybalka@gmail.com,,List import
10868931,Inactive Investor,Gary Roell,,Sigma Financial Corporation Cincinnati OH Private Residence,,,Salesforce
10788566,Inactive Investor,John Connolly,Investment Advisor Representative,LPL Financial LLC Yarmouth ME 50 Forest Falls Dr,john.connolly@lpl.com,,Salesforce
10932827,Inactive Investor,Timothy Majewski,Financial Advisor,"Osaic Wealth, Inc. De Pere WI 416 George St",,,Salesforce
11193304,Inactive Investor,Terry Beattie,Senior Vice President - Wealth Management,UBS Financial Services Inc. Banner Elk NC Private Residence,terry.beattie@ubs.com,,Salesforce
11118030,Inactive Investor,Jesse Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",jesse.n.wilson@ampf.com,,Salesforce
10852086,Inactive Investor,Donna Higbee,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland FL 230 N Woodland Blvd",donna.higbee@ml.com,,Salesforce
11150062,Inactive Investor,Paul Harrison,Financial Advisor,Edward Jones Atlanta GA 583 Grant St SE,paul.harrison@edwardjones.com,,Salesforce
11211607,Inactive Investor,Darin Orth,,"Moors & Cabot, Inc. Winter Park FL 941 W Morse Blvd",darinorth@moorscabot.com,,Salesforce
11080028,Inactive Investor,Cleland Knox,,LPL Financial LLC Leawood KS 12405 Beverly St,cleland.knox@lpl.com,,Salesforce
11093065,Inactive Investor,David Hild,,State Farm VP Management Corp. Schuyler NE 201 E 12th St,,,Salesforce
10896833,Inactive Investor,Cletus Schwegman,Account Vice President;Financial Advisor,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,c.schwegman@ubs.com,,Salesforce
10881963,Inactive Investor,Misagh Madani Pour,,"Wells Fargo Clearing Services, LLC San Diego CA 1302 Garnet Ave",misagh.madanipour@wellsfargo.com,,Salesforce
11217686,,Mary Warmbier,,,mary.warmbier@jpmorgan.com,,List Import
10983179,Inactive Investor,Joseph Digaetano,,"Independent Financial Group, LLC Lakeway TX Private Residence",,,Salesforce
9583382,,Erin Hilton,,,erin@hiltonfg.com,,List import
10773389,Inactive Investor,Gina Burton,Vice President,Morgan Stanley South Jordan UT 680 W 10000 S,gina.tempest@morganstanley.com,,Salesforce
10867868,Inactive Investor,Matthew Kravitz,,Goldman Sachs & Co.,,,Salesforce
10999286,Inactive Investor,John Gillmann,Financial Advisor,Edward Jones Joliet IL 735 Essington Rd,john.gillmann@edwardjones.com,,Salesforce
11037750,Inactive Investor,Sarah Contino,Investment Advisor Representative;Wealth Advisor,CAM Investor Solutions Land O Lakes FL 20625 Amberfield Dr,sarah@caminvestor.com,,Salesforce
11007910,Inactive Investor,Henry Hoelscher,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,henry.hoelscher@jpmorgan.com,,Salesforce
10943730,Inactive Investor,Gustave Krafve,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Springfield MO 4039 S Fremont Ave,gustave.krafve@opco.com,,Salesforce
11161926,Inactive Investor,Jaymi Dragonetti,Brokerage Services Associate,"First Citizens Investor Services, Inc. Fayetteville NC 520 Westwood Shopping Ctr",jaymi.dragonetti@firstcitizens.com,,Salesforce
11062720,Inactive Investor,Jeffrey Rosseter,Senior Compliance Consultant;Vice President,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",jeffrey.rosseter@wellsfargoadvisors.com,,Salesforce
10932260,Inactive Investor,William Fitzgerald,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Director;Managing Partner,"Fitzgerald Asset Management, LLC",william@fitzgeraldasset.com,,Salesforce
11167883,Inactive Investor,Paul Clapp,Financial Advisor,Edward Jones Terre Haute IN 1318 Ohio St,paul.clapp@edwardjones.com,,Salesforce
9552813,,Max Abramsky,,,max.abramsky@gmail.com,,List import
10912495,Inactive Investor,Daniel Barnes,Chief Investment Officer;Director,Strait & Sound Seattle WA Private Residence,dbarnes@straitandsound.com,,Salesforce
9614844,,Atul Agrawal,,,ak.agrawal626@gmail.com,,List import
11171874,Inactive Investor,Rene Ruiz,,"Cambridge Investment Research, Inc. San Antonio TX 8000 IH 10 W",,,Salesforce
11186047,Inactive Investor,Jeremy Fraenkel,,Oppenheimer & Co. Inc.,jfraenkel@amerivetsecurities.com,,Salesforce
11080737,Inactive Investor,Sean Doherty,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",sean.doherty2@ml.com,,Salesforce
11043195,Inactive Investor,Vaso Sulkuqi,Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",vaso.sulkuqi@ampf.com,,Salesforce
3456043,,Emilie Rudy,,,e_rudy@outlook.com,,Web Form Fillout
9614822,,Alvaro -,,,alvaroleitao@gmail.com,,List import
11053016,Inactive Investor,Daniel Ohlson,,Country Capital Management Company Beaver Dam WI 200 Front St,daniel.ohlson@countryfinancial.com,,Salesforce
10658303,,Darlena Hall,,,darlenaehall@primerica.com,,List Import
9640907,,Ali nazeri,,,alinazeri70@gmail.com,,List import
11134022,Inactive Investor,Sonia Shifflett,Financial Advisor,Edward Jones Harrisonburg VA 1450 Brookhaven Dr,sonia.shifflett@edwardjones.com,,Salesforce
10791039,Inactive Investor,Dale Schoenberg,Financial Advisor,LPL Financial LLC Saint Cloud MN 3721 23rd St S,dale.schoenberg@lpl.com,,Salesforce
195842,,James Mach,,[Unknown],james.q.mach@gmail.com,,source
11079629,Inactive Investor,Michael Deamicis,Financial Advisor,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",mdeamicis@voyafa.com,,Salesforce
10767562,Inactive Investor,Louis Conyard,Executive Director - Investments;Financial Advisor;Senior Portfolio Manager,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,louis.conyard@opco.com,,Salesforce
11236207,Inactive Investor,Amanda Virella,,TD Private Client Wealth LLC Princeton NJ 255 Nassau St,amanda.virella@td.com,,Salesforce
11219195,,Natalia Markowycz,,,natalia.markowycz@cnb.com,,Other
10659627,,David Brost,,,david.brost@primerica.com,,List Import
346510,,William Decker,Managing Member,"Decker Wealth Management, Llc",wdecker@deckerwealth.com,615-212-2958,Manual List Upload
11076377,Inactive Investor,Matthew Ryan,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",mryan10@ml.com,,Salesforce
10862185,Inactive Investor,John Legner,,"Osaic FS, Inc. Spring Hill FL 2170 Mariner Blvd",,,Salesforce
10995211,Inactive Investor,Cole Lovins,,"Wells Fargo Clearing Services, LLC Boulder CO 3289 Arapahoe Ave",,,Salesforce
10999895,Inactive Investor,Sharlyn Zhou,,"Equitable Advisors, LLC Irvine CA 2050 Main St",sharlyn.zhou@equitable.com,,Salesforce
220250,,Mark Gilliland,President And Chief Compliance Officer,"Gilliland Investment Management, Inc.",mark@gillilandinvestment.com,806-655-5909,Manual List Upload
10857858,Inactive Investor,Claire Davis,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",claire.davis@raymondjames.com,,Salesforce
11002491,Inactive Investor,Enrique Perez,,J.P. Morgan Securities LLC Las Vegas NV 7000 N Durango Dr,enrique.j.perezcassar@chase.com,,Salesforce
10842041,Inactive Investor,Merrill Peterson,Manager;Member,"Peterson Rogers Private Wealth, LLC",,,Salesforce
352142,,Juliane Pendell,Para planner,"The Hogan-knotts Financial Group, Inc.",j.pendell@hkfg.biz,732-842-7400,Manual List Upload
334283,,Alexander Doyle,,Mercer Global Advisors Inc.,adoyle@merceradvisors.com,,
10817979,Inactive Investor,Teresa Lulay,,State Farm VP Management Corp. Salem OR 890 Commercial St SE,,,Salesforce
11071914,Inactive Investor,Faisal Mustafa,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,faisal.mustafa@jpmorgan.com,,Salesforce
11121619,Inactive Investor,Joshua Anderson,,LPL Financial LLC Norfolk VA 1701 Church St,joshua.anderson@lpl.com,,Salesforce
10953471,Inactive Investor,Sophia Yen,,Cetera Investment Services LLC Flushing NY 4443 Kissena Blvd,,,Salesforce
9576737,,William Agan,,,william.agan@securitiesamerica.com,,List import
340605,,Peter Priisalm,"CIO, Director",As Avaron Asset Management,peter@avaron.com, -44434,Manual List Upload
193193,,Jenny Sarinas,,[Unknown],business@roobet.com,,
10983356,Inactive Investor,Briana Felder,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9632147,,Bala Rajaraman,,,bala_r@hotmail.com,,List import
10455491,,Nathaniel Cradle,,,ncradle@outlook.com,,Web Form Fillout
9558365,,Steven Gutke,,,s.gutke@transamerica.com,,List import
371381,,Andrew Z,,Na,aziarno@hotmail.com,416-451-5409,Salesforce
10949937,Inactive Investor,Heather Hall,,LPL Financial LLC Tucson AZ 7481 E Broadway Blvd,heather.hall@lpl.com,,Salesforce
11236531,Inactive Investor,John Coffin,Financial Advisor,Financial Enhancement Group,hcoffin@yourlifeafterwork.com,,Salesforce
10898009,Inactive Investor,Ryan Namiotka,Financial Consultant,LPL Financial LLC Lake Ariel PA 1456 Lake Ariel Hwy,ryan.namiotka@lpl.com,,Salesforce
10810820,Inactive Investor,Patrick Millian,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,patrick.millian@ubs.com,,Salesforce
10823687,Inactive Investor,Langston Mallouky,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,langston.mallouky@ubs.com,,Salesforce
10928013,Inactive Investor,Connor Corkery,,"Raymond James Financial Services, Inc.",,,Salesforce
9564264,,James Meysenburg,,,jmeysenburg@sonasfinancial.com,,List import
11188431,Inactive Investor,Ronald Ledferd,Private Client Advisor,J.P. Morgan Securities LLC Jenks OK 700 W Main St,ronald.ledferd@jpmorgan.com,,Salesforce
11052403,Inactive Investor,Jill Wagner,,Morgan Stanley,jill.wagner@morganstanley.com,,Salesforce
9637260,,Deepa Nainwal,,,deepanainwal81@gimail.com,,List import
11175428,Inactive Investor,Kevin Hyde,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10758582,Inactive Investor,Drew Steffens,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",drew_steffens@ml.com,,Salesforce
337641,,Philip Deangelo,Managing Director,"Focused Wealth Management, Inc.",philip.deangelo@securitiesamerica.com,845-691-4035,Manual List Upload
10942728,Inactive Investor,Ardis Stephens,Premier Banker,"Wells Fargo Clearing Services, LLC Missouri City TX 3660 Hampton Dr",,,Salesforce
7717567,,kloklk molaj,,,gifeke1362@proexbol.com,,Web form fillout
10918629,Inactive Investor,Reid Miller,Founder,MillerGroup Investments LLC Villanova PA 800 E Lancaster Ave,reid@millergroupinvestments.com,,Salesforce
10611388,,Stephen Wolanske,"Managing Director, Senior Financial Advisor",,stephen_wolanske@ml.com,,List Import
11095736,Inactive Investor,Jim Dean,Shareholder,Pilot Wealth Management,,,Salesforce
10786778,Inactive Investor,Kevin Guinan,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,kevin.t.guinan@chase.com,,Salesforce
10876887,Inactive Investor,Eric Ingmire,Financial Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 17040 Pilkington Rd",eric.a.ingmire@ampf.com,,Salesforce
10614862,,Bryan Fowlkes,"Financial Advisor, Portfolio Manager, Vice President",,bryan.fowlkes@morganstanley.com,,List Import
11129584,Inactive Investor,Sean Link,Senior Private Client Associate,Janney Montgomery Scott LLC Mount Pleasant SC 111 Coleman Blvd,slink@janney.com,,Salesforce
10929688,Inactive Investor,Timothy Wagenknecht,,Fidelity Brokerage Services LLC,,,Salesforce
11106329,Inactive Investor,Paul Gayler,Financial Advisor,Edward Jones Goshen IN 103 Johnston St,paul.gayler@edwardjones.com,,Salesforce
11045570,Inactive Investor,Jesse Norman,,"Osaic Wealth, Inc. Billings MT 490 N 31st St",,,Salesforce
10868573,Inactive Investor,Mary Wright,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,,,Salesforce
336699,,Matt Getz,New Business Specialist,Accel Wealth Management Llc,mgetz@acceladvantage.com,319-596-1101,Manual List Upload
10611481,,Anthony Falco,"Financial Advisor, Senior Vice President - Wealth Management",,afalco@janney.com,,List Import
10766103,Inactive Investor,Mark Goodstein,Financial Advisor;Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",mark.goodstein@wellsfargoadvisors.com,,Salesforce
11104270,Inactive Investor,Michael Blawas,President,"Wakefield Financial Planning, LLC Raleigh NC 12408 Fieldmist Dr",mikeblawas@wakefieldfinancial.com,,Salesforce
11048958,Inactive Investor,Mary Bredemeier,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11084861,Inactive Investor,Bryan Defrances,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",bryan.defrances@wellsfargo.com,,Salesforce
9608236,,Shurandy Carolie,,,andycarolie13@gmail.com,,List import
10952065,Inactive Investor,Brandon Trowel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peachtree City GA 900 Westpark Dr",brandon.trowel@ml.com,,Salesforce
9590494,,Marco Antônio de Oliveira,,,marcoantoniobuark@gmail.com,,List import
225691,, -,,[[Unknown]],floyd.drake@gmail.com,,Initial Salesforce Import
10896247,Inactive Investor,Kurt MacAlpine,Chief Executive Officer,Corient,kurt.macalpine@corient.com,,Salesforce
10908626,Inactive Investor,Erick Miron,,"Raymond James Financial Services, Inc. Hempstead TX 1250 Austin St",erick.miron@raymondjames.com,,Salesforce
10658315,,Kathleen Mccarthy,,,kmccarthy@calamos.com,,List Import
10814057,Inactive Investor,Bradley Davis,Financial Advisor,LPL Financial LLC Mankato MN 150 Saint Andrews Ct,bradley.d.davis@lpl.com,,Salesforce
10880063,Inactive Investor,Kimberly Kiff,,Santander Securities LLC Plainville MA 62 Messenger St,kkiff@santander.us,,Salesforce
10860698,Inactive Investor,Kim Durham,,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",kim.durham@tiaa-cref.org,,Salesforce
9644890,,Eric Foster,,,eric6foster@gmail.com,,List import
10860279,Inactive Investor,Reginald Harris,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10866407,Inactive Investor,Billie Willett,,PFS Investments Inc. Houston TX 363 N Sam Houston Pkwy E,billie.willett@primerica.com,,Salesforce
11030061,Inactive Investor,Charles Duplechain,Financial Advisor,Park Avenue Securities LLC Baton Rouge LA 10000 Perkins Rowe,charles_duplechain@glic.com,,Salesforce
10929432,Inactive Investor,Carson Emery,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11161396,Inactive Investor,Heith Groth,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
11137434,Inactive Investor,Elizabeth Zuniga,Assistant Complex Director;Executive Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,elizabeth.zuniga@ubs.com,,Salesforce
9592806,,Abid Hussain,,,umh@live.co.uk,,List import
10921458,Inactive Investor,Eileen Stobierski,,State Farm VP Management Corp. Howell MI 107 E Grand River Ave,,,Salesforce
11014211,Inactive Investor,Clayton Christman,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",clayton.christman@prudential.com,,Salesforce
9638800,,Steve Foucart,,,sfoucart@missouristate.edu,,List import
10612565,,Patrick Tiernan,"Financial Advisor, Managing Director",,patrick.tiernan@ampf.com,,List Import
11149690,Inactive Investor,Tenzen Rabgyal,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,tenzen.rabgyal@fidelity.com,,Salesforce
11165370,Inactive Investor,Mark Robinson,,PFS Investments Inc. Chalfont PA 31 Oak Ave,mark.robinson@primerica.com,,Salesforce
11109605,Inactive Investor,Ashley Lang,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",ashley.l.lang@ampf.com,,Salesforce
11079298,Inactive Investor,James Hise,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",james_hise@ml.com,,Salesforce
201129,,Jan Cunningham,,[Unknown],jcunnin637@gmail.com,,source
9642230,,William Mills,,,williamharpermills@gmail.com,,List import
11121168,Inactive Investor,Jerome Galvin,,"The Leaders Group, Inc.",jerome@leadersgroup.net,,Salesforce
10768854,Inactive Investor,David Cooper,,Cetera Investment Services LLC Wimberley TX 101 River Rd,david.cooper@ceterais.com,,Salesforce
11033257,Inactive Investor,Lindsey Whiteman,Support Advisor,Vestia Personal Wealth Advisors,lhanson@vestia.com,,Salesforce
10807376,Inactive Investor,Timothy Acker,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",timothy.acker@ml.com,,Salesforce
9622077,,Hans Pusch,,,hbp@agmanpartners.com,,List import
11081276,Inactive Investor,Michele Ellena,,State Farm VP Management Corp. Newport Beach CA 20250 SW Acacia St,michele.ellena.r8bk@statefarm.com,,Salesforce
4773684,,Christian Graf,,,c.graf@alphawave-sa.com,,Web form fillout
10908768,Inactive Investor,Michelle Trupke,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,michelle.trupke@primerica.com,,Salesforce
11006085,Inactive Investor,Kirbylane George,,"Farmers Financial Solutions, LLC Krum TX 242 W McCart St",kgeorge@farmersagent.com,,Salesforce
339620,,Michael Thompson,National Director of Sales,Money Concepts Advisory Service,mthompson@moneyconcepts.com,561-472-2000,Manual List Upload
4725241,,Dane Houliston,,,daneh9j@gmail.com,,Web Form Fillout
11034767,Inactive Investor,Madison Saba,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10859280,Inactive Investor,David Nielsen,Financial Advisor,"Advanced Advisor Group, LLC Mankato MN 1961 Premier Dr",,,Salesforce
10975385,Inactive Investor,Robert Enfinger,,"Allstate Financial Services, LLC Decatur GA 120 W Trinity Pl",renfinger@allstate.com,,Salesforce
10862329,Inactive Investor,Eric Sparling,,LPL Financial LLC Marion OH 279 James Way,eric.sparling@lpl.com,,Salesforce
11004813,Inactive Investor,Stephanie Miranda,,J.P. Morgan Securities LLC Cheyenne WY 5923 Yellowstone Rd,stephanie.miranda@jpmorgan.com,,Salesforce
10795331,Inactive Investor,Jonathan Danforth,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jock.danforth@ubs.com,,Salesforce
10488475,,Douglas Shippee,Chief Compliance Officer,B. Riley Asset Management LLC,dshippee@core-cco.com,,List import
11079724,Inactive Investor,Melissa Carlisle,Financial Advisor;Financial Professional,Edward Jones Plano TX 318 W Fm 544,melissa.carlisle@edwardjones.com,,Salesforce
11023124,Inactive Investor,Kyle Jarvis,,"MML Investors Services, LLC",,,Salesforce
11080126,Inactive Investor,Matthew Taggart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9605269,,Angela Lewis,,,lewisal0811@gmail.com,,List import
9625095,,Joe Craine -,,,joecraine1@yahoo.com,,List import
11072769,Inactive Investor,Matthew Boehlke,Registered Client Associate,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",matt.boehlke@wellsfargo.com,,Salesforce
11172321,Inactive Investor,Beverley Brown,First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",bev.s.brown@ml.com,,Salesforce
10802309,Inactive Investor,Zachary Longley,Financial Advisor,"Northeast Planning Associates, Inc. Yarmouth ME 781 US Rte 1",zflongley@northeastplanning.com,,Salesforce
10856238,Inactive Investor,Elizabeth Mcmillan,Member,"McMillan Capital Management, LLC",emcmillan@mcmillancap.com,,Salesforce
11119892,Inactive Investor,Laura Yarckow,Chief Compliance Officer,"Arbor Trust Wealth Advisors, LLC",lyarckow@arbortrust.com,,Salesforce
11052560,Inactive Investor,Yehuda Gross,,"Kestra Investment Services, LLC Boca Raton FL 2263 NW Boca Raton Blvd",,,Salesforce
10618951,,David Kohlmeyer,,,david.kohlmeyer@benjaminfedwards.com,,List Import
11089006,Inactive Investor,Kevin Conley,,The O.N. Equity Sales Company Naples FL 4524 Silver Fox Dr,,,Salesforce
9646776,,Tonette Henry,,,intowncondo@hotmail.com,,List import
10811069,Inactive Investor,Adam Merino,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,adam.merino@morganstanley.com,,Salesforce
10758493,Inactive Investor,Robert Desantis,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,robert.desantis@fidelity.com,,Salesforce
10908546,Inactive Investor,Alfred Dingler,,"Regulus Financial Group, LLC Fayetteville GA 1205 Hwy 92 S",,,Salesforce
10962818,Inactive Investor,Ian Gamboa,,LPL Financial LLC Fresno CA 465 E Fir Ave,ian.gamboa@lpl.com,,Salesforce
9631720,,Andy Nehel,,,andyonline@hotmail.fr,,List import
6536090,,Muhammad Afzaal,,,afzaal2legallive@gmail.com,,Web form fillout
11166026,Inactive Investor,Whitney Heckert,Client Specialist,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,wheckert@rwbaird.com,,Salesforce
10940146,Inactive Investor,Justy Armijo,,"CUSO Financial Services, L.P. Albuquerque NM 8321 Palomas Ave NE",,,Salesforce
10918061,Inactive Investor,Henry Voskoboynik,,"Clarksons Securities, Inc.",,,Salesforce
64561,,Odin Helgerson,Investment Advisor Representative,"Crown Capital Securities, L.P.",ohelgerson@crownmail.net,714-547-9481,
11220063,,Michael Hiniker,,,mhiniker@advisornet.com,,Other
221361,,Richard Bowermaster,,[Unknown],bowermaster77@gmail.com,,Direct
5487867,,sem sok,,,sehihos157@dmonies.com,,Web Form Fillout
11175145,Inactive Investor,Brian Smith,,"Allstate Financial Services, LLC Jenks OK 211 E Main St",briansmith@allstate.com,,Salesforce
10753315,Inactive Investor,Andrew Jenkins,,"Raymond James Financial Services, Inc. Exton PA 835 Springdale Dr",andy.jenkins@raymondjames.com,,Salesforce
10836196,Inactive Investor,Sierra Wojcik,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",sierra.wojcik@ml.com,,Salesforce
241730,,[[Unknown]],,[Unknown],pressoffice@dmfnewmedia.com,,
9624555,,Peter Voss,,,pvoss63@gmail.com,,List import
11094178,Inactive Investor,Alexsandra Davis,,PFS Investments Inc. Braintree MA 150 Wood Rd,alexdavis@primerica.com,,Salesforce
11145525,Inactive Investor,Michael Bergman,,State Farm VP Management Corp. Richardson TX 1415 State St,mike.bergman.pwnc@statefarm.com,,Salesforce
10964205,Inactive Investor,Alvin Liang,Investment Advisor Representative,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",alvin.liang@voya.com,,Salesforce
11018813,Inactive Investor,Richard Brostowitz,Financial Advisor,"RBC Capital Markets, LLC Minocqua WI 8613 US Hwy 51 N",rick.brostowitz@rbc.com,,Salesforce
10825886,Inactive Investor,Celina Aragon,Investment Associate,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",celina.aragon@rbc.com,,Salesforce
11183761,Inactive Investor,Perry Frey,,"NewEdge Securities, Inc. Lafayette LA 412 Settlers Trace Blvd",,,Salesforce
10892618,Inactive Investor,Peter Mamais,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",pmamais@nationallife.com,,Salesforce
9608948,,Neil Fillary,,,neil@shuttleholdings.com,,List import
10994174,Inactive Investor,Jacob Ryder,,"IFP Securities, LLC Alexandria LA 5432 Provine Pl",,,Salesforce
169056,,JB Gar,,[Unknown],jeanbaptistegarcia98@gmail.com,,
9600655,,Marc Goulding,,,mqcryptofund@gmail.com,,List import
10833470,Inactive Investor,Lyle Beck,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",lyle.beck@wellsfargoadvisors.com,,Salesforce
11168206,Inactive Investor,Emily DeCicco,Registered Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,emily.decicco@ubs.com,,Salesforce
11026901,Inactive Investor,Thomas Herndon,Financial Advisor,"Next Financial Group, Inc. Dover TN 324 Spring St",,,Salesforce
9587446,,Leslie Hunt,,,lesliebranson@live.com,,List import
10772801,Inactive Investor,David Carothers,Assistant Vice President;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",david_carothers@ml.com,,Salesforce
11128828,Inactive Investor,Garrett Daniel,Wealth Planner,LPL Financial LLC Brentwood TN 8 Cadillac Dr,,,Salesforce
10657498,,Perla Londres,,,plondres@kfg.com,,List Import
9642818,,Bill O'Neill,,,boneill@incomeresearch.com,,List import
10895807,Inactive Investor,Filiep Sackx,Managing Member;Owner,"Kensington Securities, LLC",filiep@filiepsackx.com,,Salesforce
10893288,Inactive Investor,Goutam Ghosh,Financial Advisor;Vice President,Morgan Stanley Warren NJ 15 Independence Blvd,goutam.ghosh@morganstanley.com,,Salesforce
11121580,Inactive Investor,Stephen Fischer,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,skfischer@ft.newyorklife.com,,Salesforce
9637294,,HARSHIT SHAH,,,harshit@ymail.com,,List import
9570273,,Helen Carneal,,,helen.carneal@suntrust.com,,List import
10997876,Inactive Investor,Eric Anstedt,,LPL Financial LLC Lisle IL 2443 Warrenville Rd,eric.anstedt@lpl.com,,Salesforce
10486522,,Ronald Skalberg,Partner,Beaird Harris,rons@bh-co.com,,List Import
11165677,Inactive Investor,Sarah Robertson,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Englewood CO 6300 S Syracuse Way",sarah.robertson@benjaminfedwards.com,,Salesforce
11181647,Inactive Investor,Carlos Ruiz,,LPL Financial LLC Silver Spring MD 8730 Georgia Ave,carlos.ruiz@lpl.com,,Salesforce
11141189,Inactive Investor,Rebecca Killigrew,Member,"Phase Three Capital, LLC",,,Salesforce
11153371,Inactive Investor,Dov Katz,,"Valley Financial Management, Inc.",dov.katz@leumiusa.com,,Salesforce
339845,,Michael Capombassis,"President, Shareholder, Director",Bristol Gate Capital Partners Inc.,mcapombassis@bristolgate.com,416-921-7076,Manual List Upload
11235651,Inactive Investor,Richard Will,Partner;Wealth Manager,Catalytic Wealth Management Jackson WY 172 Center St,,,Salesforce
10868834,Inactive Investor,Richard Frank,,"Osaic Wealth, Inc. Camarillo CA 770 Paseo Camarillo",rfrank@osaicwealth.com,,Salesforce
11035435,Inactive Investor,Donald Shelc,,Key Investment Services LLC Rochester NY 1000 Hylan Dr,donald.shelc@key.com,,Salesforce
10860680,Inactive Investor,Heather Rogers,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",hjones@tiaa-cref.org,,Salesforce
9642260,,Michael Leith-keogh,,,michaelleithkeogh@yahoo.co.uk,,List import
10619568,,Scott Vender,,,scott.vender@morganstanley.com,,List Import
11234464,Inactive Investor,Leland Fallon,Supervisory Principal,"Pinnacle Investments, LLC Astoria OR Private Residence",,,Salesforce
11142034,Inactive Investor,Gaston Escudero,,Cetera Advisors LLC Orange CA 333 S Anita Dr,,,Salesforce
10909403,Inactive Investor,Gary Thomas,Chief Compliance Officer;Investment Advisor;Managing Member,"GT Financial, Ltd., L.L.C.",,,Salesforce
9541380,,Latrell Scott,,,flyworldconsulting@gmail.com,,List import
9610225,,David Jones,,,david.jones@ncmcla.com,,List import
10862318,Inactive Investor,Gregory Frankos,Financial Advisor,"Gateway Wealth Partners, LLC Easton MD 11 Bay St",gfrankos@mygfpartner.com,,Salesforce
10995266,Inactive Investor,Aslan Alhariri,,Stonex Securities Inc. New York NY 230 Park Ave,,,Salesforce
11186798,Inactive Investor,Nathan Turner,,PFS Investments Inc. Southfield MI 16250 Northland Dr,nathan.turner@primerica.com,,Salesforce
10612702,,Benjamin Loturco,Financial Advisor,,benjamin.loturco@lpl.com,,List Import
11238684,Inactive Investor,Martin Gibson,,"Accel Partners Management, Llp",mgibson@accel.com,,Salesforce
11098081,Inactive Investor,Molly Manning,,"HighTower Securities, LLC New York NY 505 5th Ave",mmanning@hightoweradvisors.com,,Salesforce
11056153,Inactive Investor,Anthony Spangler,Financial Consultant,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,anthony.spangler@thrivent.com,,Salesforce
10816660,Inactive Investor,Walter Teckemeyer,Division Leader;Independent Representative,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,walter.teckemeyer@primerica.com,,Salesforce
10910879,Inactive Investor,Loren Sherman,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Integrity Wealth Management LLC,shermanl@integrityguidance.com,,Salesforce
11198466,Inactive Investor,Kyle Vibbert,,J.P. Morgan Securities LLC Englewood CO 12820 Lynnfield Dr,kyle.vibbert@jpmorgan.com,,Salesforce
10821850,Inactive Investor,Ronald Hill,Financial Advisor,Edward Jones Kingwood TX 1546 Kingwood Dr,trey.hill@edwardjones.com,,Salesforce
335670,,Melanie Toomey,"Chief Financial Officer, Management Company",Ta Associates,mtoomey@ta.com,617-574-6700,Manual List Upload
11005367,Inactive Investor,Bryan Petrucci,Financial Advisor,"Principal Securities, Inc. Melville NY 48 S Service Rd",petrucci.bryan@principal.com,,Salesforce
11075759,Inactive Investor,Phillip Sparke,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,phillip.sparke@opco.com,,Salesforce
10935158,Inactive Investor,Carl Tackett,,"Farmers Financial Solutions, LLC Murfreesboro TN 231 Veterans Pkwy",ctackett@farmersagent.com,,Salesforce
11150556,Inactive Investor,Debbie Lee,,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",debbie.lee@transamerica.com,,Salesforce
335588,,Justin Colledge,Managing Director,"John W. Bristol & Co., Inc.",jac@jwbristol.com,212-389-5880,Manual List Upload
9562820,,Zain Al Sakhi,,,zainalsakhi@gmail.com,,List import
11115900,Inactive Investor,Owen Mcmahon,,"MML Investors Services, LLC Boston MA 280 Congress St",,,Salesforce
11189755,Inactive Investor,John Swafford,,"Allstate Financial Services, LLC Bend OR 2500 NE Twin Knolls Dr",jswafford@allstate.com,,Salesforce
11044338,Inactive Investor,Brian Ingram,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10828906,Inactive Investor,Michael Aquino,Investment Advisor Representative,LPL Financial LLC Nashua NH 34 Broad St,michael.aquino@lpl.com,,Salesforce
9554178,,aa gg,,,goginepk@gmail.com,,List import
10962323,Inactive Investor,Jason Deluca,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",jason.deluca@prudential.com,,Salesforce
10842904,Inactive Investor,David North,Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,dnorth@rockco.com,,Salesforce
9560104,,John Davidson -,,,countrygent4@gmail.com,,List import
10944431,Inactive Investor,Eduardo Bolivar,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,eduardo.bolivar@jpmorgan.com,,Salesforce
10897890,Inactive Investor,Ryan Seewald,Financial Advisor,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",ryan.seewald@rbc.com,,Salesforce
10865653,Inactive Investor,Andrew Pressman,Senior Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",andrew.pressman@tiaa.org,,Salesforce
9627076,,Marek B?ochowiak,,,marek.blochowiak@gmail.com,,List import
11054955,Inactive Investor,Dylan Prout,,Fidelity Brokerage Services LLC,,,Salesforce
10830872,Inactive Investor,Mark Nicholson,Financial Advisor,"Ameriprise Financial Services, LLC Newburgh IN 8859 High Pointe Dr",mark.nicholson@ampf.com,,Salesforce
10823770,Inactive Investor,Gemma Sanchez,,J.P. Morgan Securities LLC Miami FL 13745 SW 152nd St,gemma.sanchez@jpmorgan.com,,Salesforce
11006988,Inactive Investor,Janine Thomas,,PFS Investments Inc. Parkville MD 8035 Harford Rd,janinearmintathomas@primerica.com,,Salesforce
11014271,Inactive Investor,Duane Lang,,PFS Investments Inc. Atlanta GA 1003 Virginia Ave,dlang@primerica.com,,Salesforce
10966825,Inactive Investor,Laura Payne,Chief Compliance Officer;Managing Member,"Thomason Financial, LLC",lauralea@thomasonadvisors.com,,Salesforce
9603551,,Robert Stott,,,bobcar1@live.com,,List import
10816039,Inactive Investor,Matthew Taylor,,"HighTower Securities, LLC",,,Salesforce
11235804,Inactive Investor,James Lyter,Financial Advisor,"Wellington Adams Investment Advisory, LLC York PA 3110 E Market St",james@wellingtonadams.com,,Salesforce
11054645,Inactive Investor,Elizabeth Amarillo,,Bolton Global Capital Miami FL 1441 Brickell Ave,eamarillo@boltonglobal.com,,Salesforce
11067544,Inactive Investor,Samuel Goerss,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,samgoerss.team@fidelity.com,,Salesforce
10903826,Inactive Investor,Elizabeth Gamez,,"Osaic Wealth, Inc. Wrightwood CA 6020 Park Dr",,,Salesforce
11232299,Inactive Investor,Michael Morrison,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",michael.morrison@empower.com,,Salesforce
10808922,Inactive Investor,Brent Kuhne,,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,brent.kuhne@morganstanley.com,,Salesforce
10486726,,Jennifer Martinez,Vice President - Investments,"Raymond James & Associates, Inc.",jennifer.martinez@raymondjames.com,,List Import
9640645,,daniel zarling,,,dzarling@mt.gov,,List import
10961724,Inactive Investor,Natalya Varkey,Wealth Advisor,"The Mather Group, LLC",n.varkey@themathergroup.com,,Salesforce
9587614,,James Claypool,,,jim@advisorcpa.com,,List import
9571549,,Jeffrey -,,,jeff@tradeblock.com,,List import
10899125,Inactive Investor,Taejun Ahn,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",,,Salesforce
9580743,,Debbie Morgan,,,debbie@cidcap.com,,List import
10946561,Inactive Investor,William Hunter,,"Charles Schwab & Co., Inc. Corona CA 1973 Foothill Pkwy",,,Salesforce
11024202,Inactive Investor,Gena Mickschl,,"Centaurus Financial, Inc. Rocklin CA Private Residence",,,Salesforce
223270,,Mark Zashin,President,Walmark Investments,zosh4@aol.com,,Manual List Upload
11163847,Inactive Investor,Jason Bertram,Financial Advisor,"Northwestern Mutual Investment Services, LLC Baxter MN 7636 Design Rd",jason.bertram@nm.com,,Salesforce
11199824,Inactive Investor,Jared Tims,Financial Advisor,"Osaic FS, Inc. Tyler TX 7925 S Broadway Ave",,,Salesforce
10611241,,Timothy Blankenship,"Financial Advisor, Franchise Owner",,timothy.j.blankenship@ampf.com,,List Import
238023,, -,,[[Unknown]],jimmy@ditsl.co.uk,,Organic Search
10959736,Inactive Investor,Zackary Wilson,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
10952609,Inactive Investor,Scott Fraser,Vice President,"Raymond James & Associates, Inc. Little Rock AR 12921 Cantrell Rd",,,Salesforce
11103365,Inactive Investor,Martin Husak,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10878153,Inactive Investor,Jon Dauble,,Dauble+Worthington Equity Portfolios,jdauble@dwequity.com,,Salesforce
11108024,Inactive Investor,Tony Sanchez,,J.P. Morgan Securities LLC Torrance CA 2549 Pacific Coast Hwy,tony.sanchez@jpmorgan.com,,Salesforce
10841122,Inactive Investor,Diane Dodson,Financial Advisor,Commonwealth Financial Network Solon OH 30405 Solon Rd,ddodson@commonwealth.com,,Salesforce
9641251,,Pravin Ullagaddi,,,pravin.ullagaddi@gmail.com,,List import
10842416,Inactive Investor,Matthew Slaney,Chief Compliance Officer;Director;Owner;President;Secretary;Treasurer,"FinArc Investments, Inc.",,,Salesforce
10786221,Inactive Investor,Michael Shumard,,NYLIFE Securities LLC Fort Smith AR 2120 S Waldron Rd,mshumard@ft.newyorklife.com,,Salesforce
11062619,Inactive Investor,Pamela Rosse,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,rossep@ceteranetworks.com,,Salesforce
11095366,Inactive Investor,Joseph Kelley,Branch Manager;Executive Director,Morgan Stanley Indianapolis IN 111 Monument Cir,,,Salesforce
10616959,,Adam Selman,,,adam.r.selman@jpmorgan.com,,List Import
11013063,Inactive Investor,Aydhelis Liriano,,J.P. Morgan Securities LLC Scarsdale NY 660 Central Park Ave,aydhelis.liriano@chase.com,,Salesforce
10985225,Inactive Investor,Jonathan Nguyen,,J.P. Morgan Securities LLC Chicago IL 739 W Madison St,jonathan.nguyen@chase.com,,Salesforce
10489300,,Brent Dunn,,Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,bdunn@commonwealth.com,,List Import
11024969,Inactive Investor,Asad Naqvi,,"DriveWealth, LLC",anaqvi@drivewealth.com,,Salesforce
10615891,,Nancy Free,,,nancy.free@raymondjames.com,,List Import
11062492,Inactive Investor,Kenneth Hughes,Senior Vice President,PFS Investments Inc. Riverside CA 5041 La Mart Dr,kenneth.hughes@primerica.com,,Salesforce
11035324,Inactive Investor,Deborah Roundtree,,Cetera Advisors LLC Philadelphia PA 400 Market St,deborah.roundtree@ceteraadvisors.com,,Salesforce
11153148,Inactive Investor,Srinija Palavala,,Jefferies LLC,spalavala@jefferies.com,,Salesforce
10776367,Inactive Investor,Lisa Warrick,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",lisa.warrick@cunamutual.com,,Salesforce
9633560,,Pasat Alin-Alexandru,,,pasat.alin@yahoo.com,,List import
10802215,Inactive Investor,Mark Harrison,Financial Advisor,Edward Jones Chillicothe MO 437 Locust St,mark.harrison@edwardjones.com,,Salesforce
49027,,Mark Follett,Financial Consultant,Thrivent Investment Management Inc.,mark.follett@thrivent.com,715-355-8628,
11213604,Inactive Investor,Anna Norford,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9630312,,Matías Gamio,,,matiasgamio@gmail.com,,List import
11062956,Inactive Investor,Sean Savage,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
344540,,Thomas Shrager,Member Of Management Committee,"Tweedy, Browne Company Llc",tshrager@tweedy.com,203-703-0600,Manual List Upload
10494144,,Brian Woglom,,Jefferies,bwoglom@jefferies.com,,List Import
9646264,,Andrew Reid,,,andrew@freereid.com,,List import
11203217,Inactive Investor,Sam Haddad,Chief Compliance Officer;Chief Executive Officer;Managing Member,Domani Advisors,sam@domaniadvisors.com,,Salesforce
11146927,Inactive Investor,Todd Huebler,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,todd.huebler.vabopa@statefarm.com,,Salesforce
11039283,Inactive Investor,Ron Toth,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Spring TX 24 Waterway Ave,ron.w.toth@morganstanley.com,,Salesforce
9630269,,Akash Jai,,,akashjai@stellardxb.com,,List import
10922581,Inactive Investor,Stefan Jackson,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Portfolio Manager,"Jackson Wealth Management, LLC",stefan@jacksonwealthmanagement.net,,Salesforce
7565672,,Huiying Zou,,,xiaozouhuiying@163.com,,Web form fillout
9633538,,Krishnamurthy Kalyanakrishnan,,,kk13410@gmail.com,,List import
11262068,Inactive Investor,David Jacobs,,Guggenheim Partners,david.jacobs@guggenheimpartners.com,3102606869,Google Natural Search
10983255,Inactive Investor,Cole Collins,Financial Advisor,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
11192450,Inactive Investor,Ryan Horner,Assistant Vice President;Private Client Financial Advisor,"Citizens Securities, Inc.",ryan.horner@citizenssecurities.com,,Salesforce
11093448,Inactive Investor,Bruce Brennen,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,bbrennen@ft.newyorklife.com,,Salesforce
11171378,Inactive Investor,Michael Sinnott,,Vanguard Marketing Corporation,,,Salesforce
10901073,Inactive Investor,James Malm,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11092679,Inactive Investor,Michael Emser,,"Raymond James Financial Services, Inc. Buffalo NY 2306 Wehrle Dr",mike.emser@raymondjames.com,,Salesforce
10793578,Inactive Investor,Shannon Moneer,,"Sanctuary Securities, Inc.",smoneer@sanctuarywealth.com,,Salesforce
121704,,Ronald Housley,Investment Advisor Representative,"Equity Services, Inc.",housley_ronald@nlvmail.com,,
213893,,Kevin Borland,,[Unknown],keb503@outlook.com,,
10952431,Inactive Investor,Scott Mcdowell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 3881 S Gilbert Rd",scott.mcdowell@ml.com,,Salesforce
10968559,Inactive Investor,Robert Moran,,"Allstate Financial Services, LLC Bedford TX 1600 Airport Fwy",robertmoran@allstate.com,,Salesforce
10989374,Inactive Investor,Connor Jamerson,Representative,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",connor.jamerson@voya.com,,Salesforce
11126543,Inactive Investor,Diki Sherpa,Risk Analyst,Morgan Stanley South Jordan UT 680 W 10000 S,diki.sherpa@morganstanley.com,,Salesforce
1003483,Inactive Investor,Charles Nelson,,Murdock Capital Partners,canelson@murdockcapital.com,,3rd Party Lead Gen
9577321,,Clayton Dixon,,,dixonclayton89@gmail.com,,List import
222201,,Valentina Mendoza Hanna,,[Unknown],valentina.mendoza.hanna@mai.capital,,
149135,,Ranju Singh,Trader,[Unknown],ranju01992@gmail.com,,
47152,,Marco Rodriguez,Wealth Advisor,Frost Investment Services,marco.rodriguez@frostbank.com,210-220-5000,
220084,,Gio Mucci,,[Unknown],cortiandrea05@gmail.com,,
340215,,Deborah Kuenstner,,Wellesley College Investment Office,dkuenstner@wellesley.edu,(781) 283-5770,Database Upload
117563,,Joseph Schroeder,Financial Advisor,"SunTrust Advisory Services, Inc.",joseph.schroeder@suntrust.com,386-775-8878,
11132686,Inactive Investor,Lisa Sandee,Regional Director,"Principal Securities, Inc. Hudsonville MI Private Residence",sandee.lisa@principal.com,,Salesforce
9624360,,George KR1,,,george@kr1.io,,List import
10874633,Inactive Investor,Aubrey Figueirido,,LPL Financial LLC Harleysville PA 331 Ruth Rd,aubrey.figueirido@lpl.com,,Salesforce
10798196,Inactive Investor,Kameron Wood,Financial Advisor;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,kameron.ea.wood@morganstanley.com,,Salesforce
245242,,Duke Schillaci,Head of Corporate Development,Sanctuary Wealth,dschillaci@sanctuarywealth.com,3103431897,Manual List Upload
10920360,Inactive Investor,John Marchand,,"Empower Financial Services, Inc Seven Hills OH Private Residence",john.marchand@empower.com,,Salesforce
10509136,,John Fairbanks,,,rusfair@gmail.com,,Web Form Fillout
11231885,Inactive Investor,Charles Byrnes,,Commonwealth Financial Network Nottingham NH Private Residence,,,Salesforce
10774103,Inactive Investor,Robert Wolffe,Branch Manager;First Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,robert.wolffe@morganstanley.com,,Salesforce
10816583,Inactive Investor,Vanessa Williams,Sales Associate,PFS Investments Inc.,vanessa.williams@primerica.com,,Salesforce
11059043,Inactive Investor,John Papielion,,NYLIFE Securities LLC Saratoga Springs NY 110 Henry St,jpapielion@eaglestrategies.com,,Salesforce
10789462,Inactive Investor,George Livingston,,PFS Investments Inc. Conway SC 1207 Lakeside Dr,george.livingston@primerica.com,,Salesforce
10789674,Inactive Investor,Paul Bontrager,,"Concourse Financial Group Securities, Inc. Hartville OH 1221 W Maple St",paul.bontrager@concoursefinancial.com,,Salesforce
11198920,Inactive Investor,Angela Blackburn,,J.P. Morgan Securities LLC Gurnee IL 6400 Grand Ave,angela.d.blackburn@chase.com,,Salesforce
11131307,Inactive Investor,Aarthi Chandra Mohan,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
70928,,Gina Beall,"Director - Research, Manager - Investment Research",Savant Wealth Management,gbeall@savantwealth.com,815-227-0300,
333177,,Nora Pickens,,Mill Creek Capital,npickens@millcreekcap.com,,
10874386,Inactive Investor,Martin Murray,Chief Compliance Officer;Senior Partner,Dinergy,murraym@dinergywealth.com,,Salesforce
11230645,Inactive Investor,Lynette Russell,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",lynette.russell@prudential.com,,Salesforce
10964634,Inactive Investor,Holly Napier,Financial Advisor,Edward Jones Goshen IN 2132 College Ave,holly.napier@edwardjones.com,,Salesforce
10613812,,Jeffrey Kaltman,"Financial Advisor, First Vice President - Investments",,jeffrey.m.kaltman@wellsfargoadvisors.com,,List Import
10758985,Inactive Investor,Deborah Keelan,Client Service Associate,Morgan Stanley Barrington IL 760 W Main St,debby.keelan@morganstanley.com,,Salesforce
10926175,Inactive Investor,Nicola Caporaso,Financial Professional,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",ncaporaso@financialguide.com,,Salesforce
10792267,Inactive Investor,Patricia Sadowski,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",patricia.sadowski@ml.com,,Salesforce
11160894,Inactive Investor,Matthew Wang,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10807686,Inactive Investor,Pamela Parliament,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 6868 France Ave S",pamela.parliament@ml.com,,Salesforce
11077006,Inactive Investor,Michael Tita,,"Navy Federal Investment Services, LLC Vienna VA 820 Follin Ln SE",michael_tita@navyfederal.org,,Salesforce
9544101,,Ross Johnson,,,ross.johnson@thrivent.com,,List import
10826729,Inactive Investor,Manuel Monasterio,Branch Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,manuel.monasterio@ubs.com,,Salesforce
11220227,,Karen Friedman,,,karen.friedman@lpl.com,,Other
11109668,Inactive Investor,Paul Schaney,Financial Professional,"Pruco Securities, LLC. Hamilton OH 3987 Hamilton Middletown Rd",paul.schaney@prudential.com,,Salesforce
100136,,Heiko Cibis,,Germany,info@heikocibis.de,,
10885169,Inactive Investor,Anthony Lambert,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,anthony.lambert@fidelity.com,,Salesforce
346038,,Gregg Bresner,President And Chief Investment Officer,"Cion Investment Management, Llc",gbresner@cioninvestments.com,212-418-4700,Manual List Upload
333341,,James Sayre,,Wesbanco Trust,sayre@wesbanco.com,,Manual List Upload
11074594,Inactive Investor,Tingting Liu,,LPL Financial LLC Encino CA 16130 Ventura Blvd,tingting.liu@lpl.com,,Salesforce
10841579,Inactive Investor,Todd Allen,Chief Compliance Officer;Founder;Managing Principal,Provisor Asset Management LLC,,,Salesforce
11015125,Inactive Investor,Spencer Shefa,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,,,Salesforce
9592453,,Tiziano Contorno,,,tiziano.contorno@gmail.com,,List import
10826872,Inactive Investor,Brian Mayer,Chief Compliance Officer;Co-Founder;Managing Partner,RMR Wealth Management,bmayer@rmrwm.com,,Salesforce
9582551,,Elulugo Chidi,,,elulugochidi2@gmail.com,,List import
11051632,Inactive Investor,Richard Schiller,Portfolio Manager;Private Wealth Advisor;Vice President,"Pavlic Investment Advisors, Inc.",richard@pavlic.com,,Salesforce
10646823,,Erin Mccloskey,,,emccloskey@matterfamilyoffice.com,,List Import
10775899,Inactive Investor,Flavius Sindile,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,flavius.i.sindile@jpmorgan.com,,Salesforce
11100131,Inactive Investor,Carlos Alvarado,Client Success Manager,Morgan Stanley Houston TX 2800 Post Oak Blvd,carlos.alvarado@morganstanley.com,,Salesforce
11012060,Inactive Investor,Lance Beck,,Maxim Group LLC Fort Lauderdale FL 1 E Broward Blvd,lbeck@maximgrp.com,,Salesforce
123708,,Erik Pedersen,Managing Director,"Hightower Advisors, Llc",epedersen@hightoweradvisors.com,(425) 451-2300,
11099510,Inactive Investor,H. Martine,Manager;Partner,FRS Investment Advisors LLC,terry@frsadvisor.com,,Salesforce
11057446,Inactive Investor,George Eastman,,"Principal Securities, Inc. Corona Del Mar CA 517 Poinsettia Ave",,,Salesforce
9577911,,naga malleswara ganisetti,,,malleswararao.naga@gmail.com,,List import
10839319,Inactive Investor,David Helgeson,Financial Advisor,"VALIC Financial Advisors, Inc. Morganton NC 352 E Parker Rd",david.helgeson@valic.com,,Salesforce
9621359,,Furqan Mohammed,,,fmohammed@mstlawfirm.com,,List import
10977075,Inactive Investor,Joaquin Wallace,Financial Professional,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",joaquin.wallace@prudential.com,,Salesforce
193234,,Peri Navab,,[Unknown],pnavab@icloud.com,,
10754194,Inactive Investor,Sherry Mcdaniel,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",sherry.mcdaniel@ml.com,,Salesforce
11053585,Inactive Investor,Ruthellen Adsit,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",,,Salesforce
11203829,Inactive Investor,Donald Carroll,,"R.M. Stark & Co., Inc.",dcarroll@rmstark.com,,Salesforce
9558652,,Kim Kino,,,kino11@gmail.com,,List import
11077449,Inactive Investor,Michael Reiter,Insurance Manager;Wealth Manager,LPL Financial LLC Swampscott MA Private Residence,michael.reiter@lpl.com,,Salesforce
11150684,Inactive Investor,Jason Dennis,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,jdennis@ft.newyorklife.com,,Salesforce
11189509,Inactive Investor,Orlando Brown,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11174691,Inactive Investor,Thomas Dohogne,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11008153,Inactive Investor,Matthew Lammers,,"Equitable Advisors, LLC Sioux Center IA 1230 S Main Ave",matthew.lammers@equitable.com,,Salesforce
10797375,Inactive Investor,Levi Robinson,Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Anchorage AK 3000 A St,levi.robinson@ubs.com,,Salesforce
9576796,,Sara Ashmawy,,,sashmawy@ft.newyorklife.com,,List import
10776501,Inactive Investor,Jenilee Hill,Senior Client Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",jenilee.hill@rbc.com,,Salesforce
10531865,,David Erfort,Principal,BentallGreenOak,dave.erfort@bgo.com,3123431953,List Import
11156055,Inactive Investor,Victoria Mannarino,,LPL Financial LLC Willoughby OH 2794 Som Center Rd,victoria.mannarino@lpl.com,,Salesforce
10768701,Inactive Investor,William Boughton,Financial Advisor,Edward Jones Weaverville NC 61 Weaver Blvd,bill.boughton@edwardjones.com,,Salesforce
9546960,,Peter Peacock,,,waaaasssup@icloud.com,,List import
10865303,Inactive Investor,Yirou Yu,,Citigroup Global Markets Inc.,yirou.yu@citigroup.com,,Salesforce
11129272,Inactive Investor,Timothy Mccarthy,,Thornburg Securities Corporation,tmccarthy@thornburg.com,,Salesforce
9590264,,Cheryl Hicks,,,cahicks@whitcomb.com,,List import
10422605,,Graham Andrews,,,grandrew1936@gmail.com,,Web form fillout
9575299,,Thomas Coelho,,,thomascoelho@wundernet.com,,List import
11066188,Inactive Investor,Lucy Sun,,Morgan Stanley Los Angeles CA 444 S Flower St,lucy.sun@morganstanley.com,,Salesforce
10945335,Inactive Investor,Julie Kern,Chief Compliance Officer;Founder;Investment Advisor Representative,"Bridge Financial Strategies, LLC",julie.kern@bridgefinancialstrategies.com,,Salesforce
11231302,Inactive Investor,Samantha Landmesser,,Vanguard Marketing Corporation,samantha_landmesser@vanguard.com,,Salesforce
11233575,Inactive Investor,Kenneth Yi,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
10916646,Inactive Investor,Jordan Schwartz,Senior Vice President,"Jasmijn Capital Management, LLC",,,Salesforce
10790160,Inactive Investor,Michelle Rose-Kosachuk,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michelle.rose-kosachuk@jpmorgan.com,,Salesforce
9573259,,Joseph Vidich,,,joe.vidich@manalapanoracle.com,,List import
11057315,Inactive Investor,Gary Guilfoyle,,PFS Investments Inc. Cranston RI 2220 Plainfield Pike,gary.guilfoyle@primerica.com,,Salesforce
11049445,Inactive Investor,Daniel Beckwith,Financial Advisor;Financial Planner,First Financial Consulting,danny@firstfinancial.is,,Salesforce
10958488,Inactive Investor,Andrew Kohl,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",andrew.kohl@ml.com,,Salesforce
9619423,,Heydon Traub,,,h.traub@traubcapital.com,,List import
10986404,Inactive Investor,Jan-Peter Breugelmans,,"Truist Investment Services, Inc. Chicago IL 227 W Monroe St",jp.breugelmans@truist.com,,Salesforce
9612997,,Carl Sibilski,,,carl.sibilski@oystercapitalmanagement.com,,List import
10779497,Inactive Investor,Jose Marmol,,J.P. Morgan Securities LLC Garden City NY 82 7th St,joseph.r.marmol@jpmorgan.com,,Salesforce
10992312,Inactive Investor,Jessica Hartzell,,J.P. Morgan Securities LLC Belton MO 105 S Mullen Rd,jessica.hartzell@jpmorgan.com,,Salesforce
10824349,Inactive Investor,Pierre Greene,,LPL Financial LLC Richmond VA 301 S 10th St,pierre.greene@lpl.com,,Salesforce
372992,,yip gill,,[Unknown],872621209@qq.com,,source
10912149,Inactive Investor,Steven Gingery,,"Osaic Wealth, Inc. Lincoln NE 5955 S 56th St",,,Salesforce
11178727,Inactive Investor,Michael Hardman,,"Farmers Financial Solutions, LLC Castro Valley CA 19131 Redwood Rd",mhardman@farmersagent.com,,Salesforce
11182802,Inactive Investor,Seth Mitchell,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,seth.mitchell@ubs.com,,Salesforce
10832940,Inactive Investor,Christopher Heffernan,Regional Vice President,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,christopher.heffernan@primerica.com,,Salesforce
11062868,Inactive Investor,Brian Hosan,,"Silver Oak Securities, Incorporated Schroon Lake NY Private Residence",brian.hosan@silveroaksecurities.com,,Salesforce
10757317,Inactive Investor,Michael Haskell,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.haskell@ubs.com,,Salesforce
11133478,Inactive Investor,Anna Miller,Client Service Associate;Portfolio Associate,Morgan Stanley Orinda CA 2 Theatre Sq,anna.miller@ms.com,,Salesforce
9549030,,Rian McGill,,,rian.mcgill@securitiesamerica.com,,List import
11048947,Inactive Investor,Christopher Kenney,Investment Advisor,Forthright Capital Advisory Brielle NJ Private Residence,,,Salesforce
11007316,Inactive Investor,Charles Maratta,,"Empower Financial Services, Inc Lancaster PA Private Residence",charles.maratta@empower.com,,Salesforce
10812018,Inactive Investor,Matthew Cusack,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",matthew.cusack@ml.com,,Salesforce
11008809,Inactive Investor,William Miller,,"United Brokerage Services, Inc Sunset Beach NC 840 Sunset Blvd N",,,Salesforce
10898549,Inactive Investor,Jacob Torres,Client Service Associate,Morgan Stanley Monterey CA 401 Fremont St,jacob.torres@morganstanley.com,,Salesforce
11220752,,Sanjay Challa,,,schalla@ayco.com,,Other
11116707,Inactive Investor,Thomas Mang,,Cetera Financial Specialists LLC San Diego CA 7922 Entrada de Luz W,thomas.mang@ceterafs.com,,Salesforce
11079671,Inactive Investor,Peter Frisch,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",peter.frisch@stewardpartners.com,,Salesforce
11108113,Inactive Investor,Kimberly Ritchey,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",kimberly_ritchey@ml.com,,Salesforce
11030935,Inactive Investor,Albert Sedaghatpour,,Citigroup Global Markets Inc. Los Angeles CA 300 S Fairfax Ave,,,Salesforce
10386558,,Bonnie Wray-German,,,bjwraygerman@gmail.com,,Web form fillout
372489,,Richard Golden,,United States,kgpagolden@gmail.com,,Salesforce
6134928,,Dias Korshybek,,,diaskorshybek@gmail.com,,Web Form Fillout
11220400,,Matthew Kleiman,,,matthew.kleiman@wealthspire.com,,Other
11181337,Inactive Investor,Ronald Short,Managing Director,"Stifel, Nicolaus & Company, Incorporated Pittsburgh PA 1001 Liberty Ave",,,Salesforce
11115296,Inactive Investor,Cameron Perna,,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,,,Salesforce
11173106,Inactive Investor,Evan Gutman,,Key Investment Services LLC Nanuet NY 46 College Ave,evan.gutman@key.com,,Salesforce
10981742,Inactive Investor,Jaeda Gilbert,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11133513,Inactive Investor,Cullen Thomason,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,cullen.thomason@ubs.com,,Salesforce
10946821,Inactive Investor,Julio Villazon,Premier Banker,"Wells Fargo Clearing Services, LLC Woodbridge VA 12771 Harbor Dr",,,Salesforce
10945857,Inactive Investor,Eugenia Lackey-Bryant,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
9634874,,Harper Mates,,,hmates@midoceanpartners.com,,List import
2063161,,Bienvenido Jr Nable,,,biennable2001@gmail.com,,
11212073,Inactive Investor,Aloysius Willett,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,lwillett@rwbaird.com,,Salesforce
10965437,Inactive Investor,Victor Hidiver-Smith,,Ally Invest Securities LLC,,,Salesforce
11156062,Inactive Investor,Donald Adams,Financial Advisor,LPL Financial LLC Neodesha KS 412 Main St,donald.adams@lpl.com,,Salesforce
11045595,Inactive Investor,Scott Bacon,,"Osaic Wealth, Inc. Pierre SD 200 W Dakota Ave",,,Salesforce
10971317,Inactive Investor,Chelsea Kleweno,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,chelsea.kleweno@fmr.com,,Salesforce
11042892,Inactive Investor,Andrew Rux,Financial Advisor,Edward Jones Hartford WI 110 N Pike Lake Dr,andrew.rux@edwardjones.com,,Salesforce
11049973,Inactive Investor,Martin Healy,,L.M. Kohn & Company North Royalton OH 17601 W 130th St,,,Salesforce
10957617,Inactive Investor,Joseph McElwee,Chief Compliance Officer;Principal,Legacy Wealth Planning Group,,,Salesforce
11084768,Inactive Investor,Chase Bellefeuille,,"Wells Fargo Advisors Financial Network, LLC Loveland CO 2725 Rocky Mountain Ave",,,Salesforce
11041103,Inactive Investor,Rylie Halliday,Managing Partner,Crewe Advisors,rylie@crewe.com,,Salesforce
9554453,,Eric Katzman,,,eric@rockingstoneadvisors.com,,List import
10881077,Inactive Investor,Carl Cline,,PNC Investments Cleveland OH 1900 E 9th St,carl.cline@pnc.com,,Salesforce
201675,,Spencer Mack,"Financial Advisor, Financial Services Representative","MML Investors Services, LLC",smack@massmutual.com,801-943-6277,
10904658,Inactive Investor,Robert Schreier,Financial Advisor,Edward Jones Corvallis OR 545 SW 2nd St,rob.schreier@edwardjones.com,,Salesforce
231669,, -,,[[Unknown]],dhish@icloud.com,,
10971250,Inactive Investor,Robert Starinsky,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robert_starinsky@vanguard.com,,Salesforce
226665,, -,,[[Unknown]],m.omearajnr1@gmail.com,,Initial Salesforce Import
11263844,Inactive Investor,Joseph Baker,CCO & Managing Partner,"Ballast Financial Advisors, LLC",joseph.baker@ballastfa.com,(302) 253-8437,Salesforce
10808750,Inactive Investor,Samuel Drever,Client Relationship Analyst;Investment Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,samuel.drever@jpmorgan.com,,Salesforce
10766845,Inactive Investor,Jeffrey Knox,Investment Advisor Representative;Managing Partner;President,"Financial Management Strategies, Inc.",,,Salesforce
10830625,Inactive Investor,Linda Collins,,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,linda.collins@ubs.com,,Salesforce
9616669,,Darrius Johnson,,,darrius.johnson715@yahoo.com,,List import
10770353,Inactive Investor,David Payne,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",david.l.payne@wfadvisors.com,,Salesforce
11116722,Inactive Investor,Bryan Dilcher,,"MML Investors Services, LLC Kennett Square PA 699 Unionville Rd",bdilcher@massmutual.com,,Salesforce
10950036,Inactive Investor,Dwight Bales,Chief Financial Officer,"Bales Financial Advisors, Inc",davey@balesfinancialgroup.com,,Salesforce
11052275,Inactive Investor,Luanne Stone,,"Stifel, Nicolaus & Company, Incorporated Athens GA 394 Milledge Ave",luanne.stone@stifel.com,,Salesforce
372122,,ULTAN M,,United States,ultan-m@hotmail.com,,Salesforce
10648250,,Christine Narayan,,,christine@apexcapmgmt.com,,List Import
333374,,Connor Darrell,,Wealthspire,connor.darrell@wealthspire.com,,Manual List Upload
10696431,,Arturo Hierro,,Pileus Wealth Management,ahierro@pileuswm.com,,List Import
10896385,Inactive Investor,Patrick Marks,,"Brokers International Financial Services, LLC. Redfield IA 818 1st St",pmarks@brokersifs.com,,Salesforce
11020827,Inactive Investor,Savannah Terry,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11031424,Inactive Investor,Shayla Eubanks,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
11079539,Inactive Investor,Gary Parker,Senior Financial Advisor,"First Horizon Advisors, Inc. Maryville TN 1820 W Broadway Ave",glparker@ftbadvisors.com,,Salesforce
9563161,,Sam Garas,,,sgaras@humana.com,,List import
11163726,Inactive Investor,Sadie Williams,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10859957,Inactive Investor,David Robert,Financial Advisor,LPL Financial LLC Baton Rouge LA 115 E Greens Dr,,,Salesforce
199067,,John Tschinkel,,[[Unknown]],johnt105@aol.com,,Direct
10873854,Inactive Investor,Jennifer Batch,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
9546637,,Raymond Adair,,,radair@massmutual.com,,List import
11164903,Inactive Investor,Ryan Bredemeyer,,"Allstate Financial Services, LLC Lubbock TX 12002 Trafalgar Ave",,,Salesforce
209187,,Mario Diaz,,[Unknown],gatofd@yahoo.com,,source
11190638,Inactive Investor,William Smith,Financial Planner,"Financial & Tax Architects, LLC",clark@fta-ria.com,,Salesforce
10967680,Inactive Investor,Jett Moreau,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10829493,Inactive Investor,Lorilee Elrod,Assistant Vice President;Director - Business Strategy;Financial Planning Specialist,Morgan Stanley Kirkland WA 4000 Carillon Pt,lorilee.elrod@morganstanley.com,,Salesforce
11122009,Inactive Investor,Anthony Buonomo,,"Raymond James Financial Services, Inc. Manasquan NJ 200 Atlantic Ave",anthony.buonomo@raymondjames.com,,Salesforce
9567372,,Mehrshid Kheirei,,,mehrshidkheirei@yahoo.com,,List import
10776537,Inactive Investor,Kellie Wolking-Kaefring,Financial Advisor,Edward Jones Champaign IL 2917 Crossing Ct,kellie.wolking-kaefring@edwardjones.com,,Salesforce
11119247,Inactive Investor,Christopher Wessner,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",christopher.wessner@wellsfargoadvisors.com,,Salesforce
10913443,Inactive Investor,Kelly Duncan,,Vanguard Marketing Corporation,kelly_duncan@vanguard.com,,Salesforce
11255524,Inactive Investor,Weston Kammer,Financial Professional,49 Financial El Segundo CA 840 Apollo St,weston.kammer@49financial.com,,Salesforce
10831045,Inactive Investor,Sandra Grinspan,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
11009086,Inactive Investor,Minh Phan,Senior Wealth Advisor,Citigroup Global Markets Inc. Marina del Rey CA 4375 Glencoe Ave,minh.phan@citi.com,,Salesforce
10832789,Inactive Investor,Robert Farber,,"Equitable Advisors, LLC West Hills CA Private Residence",robert.farber@equitable.com,,Salesforce
10802705,Inactive Investor,Stephen McRaven,,"Wells Fargo Advisors Financial Network, LLC Peoria IL 2426 W Cornerstone Ct",stephen.mcraven@wfafinet.com,,Salesforce
11110198,Inactive Investor,Edgar Brick,Chairman;Financial Advisor,Brick & Kyle Associates Inc,edgar@brickwealthmanagement.com,,Salesforce
10803894,Inactive Investor,Jerome Ferguson,,NYLIFE Securities LLC Rochester NY 3708 Saint Paul Blvd,jeferguson@ft.newyorklife.com,,Salesforce
231149,, -,,[[Unknown]],matthew.donnellan@yahoo.co.uk,,Initial Salesforce Import
9624085,,kris bj,,,kristofferbjordal@hotmail.com,,List import
10828173,Inactive Investor,Paul Pittman,,WealthPLAN Partners Southport NC Private Residence,,,Salesforce
11165646,Inactive Investor,Andrew McGrath,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",andrew.mcgrath@wellsfargoadvisors.com,,Salesforce
10835288,Inactive Investor,Sheila Jacobs,Financial Advisor,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",sheila.a.jacobs@wellsfargoadvisors.com,,Salesforce
11152272,Inactive Investor,Scott Tippins,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",scott.tippins@ampf.com,,Salesforce
9601195,,Stephen Grimm,,,sgrimm@grginvest.com,,List import
10769426,Inactive Investor,Gregory Swindells,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",greg.swindells@nm.com,,Salesforce
10934315,Inactive Investor,Adam Weingartner,,"Arete Wealth Management, LLC Saint Louis MO 241 Hanley Industrial Ct",adam.weingartner@aretewealth.com,,Salesforce
10868660,Inactive Investor,Guy-Robert Porter,Chief Compliance Officer;Managing Member,Engineered Risk Advisory,guy@engineeredrisk.com,,Salesforce
10916317,Inactive Investor,Joseph Flowers,,"CapFinancial Securities, LLC.",,,Salesforce
10799878,Inactive Investor,Miles Milton,Chief Executive Officer;Director;Executive Vice President;President,Hancock Whitney Investment Services Inc.,miles_milton@hancockbank.com,,Salesforce
10896882,Inactive Investor,Rodny Baez,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,rodny.baez@ubs.com,,Salesforce
11209535,Inactive Investor,Carl Maes,Financial Advisor,Edward Jones Tucson AZ 3005 W Ina Rd,carl.maes@edwardjones.com,,Salesforce
11095069,Inactive Investor,Benedict Ogbogu,Sales Manager,First Affirmative Financial Network LLC,,,Salesforce
9636848,,Brian Hollingworth,,,brian.hollingworth@firstsentier.com,,List import
11062480,Inactive Investor,Christopher Cymbaluk,Financial Consultant,Thrivent Investment Management Inc. Detroit Lakes MN 1120 Washington Ave,chris.cymbaluk@thrivent.com,,Salesforce
11077784,Inactive Investor,James Anderson,,"Raymond James Financial Services, Inc. Geneva IL 427 N Kirk Rd",,,Salesforce
10811878,Inactive Investor,Thomas Schmitz,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,thomas.m.schmitz@morganstanley.com,,Salesforce
11119050,Inactive Investor,Ruth Best,,"Raymond James & Associates, Inc. Ruston LA 209 W Alabama Ave",ruth.best@raymondjames.com,,Salesforce
10830651,Inactive Investor,Scott Holstein,,"Vicus Capital, Inc. Warminster PA 301 York Rd",,,Salesforce
11118670,Inactive Investor,Eric Alexander,,"OneAmerica Securities, Inc. Plano TX 4324 Mapleshade Ln",,,Salesforce
10770624,Inactive Investor,Loretta Felix,Financial Advisor,"Wells Fargo Clearing Services, LLC Yuma AZ 790 W Catalina Dr",loretta.felix@wellsfargo.com,,Salesforce
10854350,Inactive Investor,Daniel Vogelpohl,Financial Advisor;Principal,"Wealth Dimensions Group, Ltd.",dvogelpohl@wealthdimensions.com,,Salesforce
10840560,Inactive Investor,Harlan Page,,LPL Financial LLC Birmingham AL 5825 Feldspar Way,ashley.page@lpl.com,,Salesforce
10892590,Inactive Investor,Sybil Poage,Financial Consultant,LPL Financial LLC Clive IA 12701 University Ave,sybil.poage@lpl.com,,Salesforce
11176664,Inactive Investor,Donald Albach,Owner;President,Millstone Financial Group Millstone Township NJ 490 State Rte 33,dalbach@millstonefinancial.net,,Salesforce
11182525,Inactive Investor,Kamron Wootton,,"MML Investors Services, LLC Washington UT Private Residence",kwootton@financialguide.com,,Salesforce
10848847,Inactive Investor,Ganna Kravchuk,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",anna.kravchuk@ml.com,,Salesforce
11005140,Inactive Investor,Robert Reese,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
351175,,Emily Destefani,Financial Services Assistant,Walleye Capital Llc,edestefani@waller.com,952-345-5200,Manual List Upload
10646660,,Scott Andress,,,scott.c.andress@wellsfargo.com,,List Import
237620,, -,,[[Unknown]],hudsonwellness4u@gmail.com,,Organic Search
10487030,,Jason Holland,Managing Director,J.P. Morgan Securities LLC,jason.holland@jpmorgan.com,,List Import
10892941,Inactive Investor,Michael Brinkley,,"Northwestern Mutual Investment Services, LLC Pensacola FL 108 Palafox Pl",michael.brinkley@nm.com,,Salesforce
11212765,Inactive Investor,Aries Chinsio,,J.P. Morgan Securities LLC Santa Barbara CA 3768 State St,aries.chinsio@jpmorgan.com,,Salesforce
11115834,Inactive Investor,Jonathan Wren,,"Farmers Financial Solutions, LLC Olathe KS 15167 W 119th St",jwren1@farmersagent.com,,Salesforce
11203499,Inactive Investor,Michael Kindel,,Stonex Securities Inc. The Villages FL Private Residence,mike.kindel@saswealth.com,,Salesforce
11005304,Inactive Investor,Michael Mccormick,Financial Advisor,Edward Jones Oklahoma City OK 14618 Bogert Pkwy,michael.mccormick@edwardjones.com,,Salesforce
371492,,PAUL PUSYKA,,United States,ppusyka1011@gmail.com,,Salesforce
9576022,,Lawrence Barrett,,,lawrence.barrett@lfg.com,,List import
10947959,Inactive Investor,Sviataslau Mastouski,Chief Compliance Officer;Member,Most Capital,,,Salesforce
10766535,Inactive Investor,Gregory Laurence,Managing Director,"Charles Schwab & Co., Inc. Clarendon Hills IL Private Residence",greg.laurence@schwab.com,,Salesforce
10951732,Inactive Investor,Ari Baird,,J.P. Morgan Securities LLC Canton GA 1453 Riverstone Pkwy,ari.baird@chase.com,,Salesforce
200995,,Christian James Fenech,,[Unknown],christian.j.fenech@googlemail.com,,Direct
9589553,,John Mcnab,,,john.mcnab@investecmail.com,,List import
10758700,Inactive Investor,Cynthia Marsteller,Co-Founder;Managing Director,&Partners Glen Allen VA 4860 Cox Rd,cynthia.marsteller@andpartners.com,,Salesforce
11159572,Inactive Investor,Veronica Cassamassino,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,veronica.cassamassino@ubs.com,,Salesforce
332326,,Hans Peterson,,[Unknown],happytravel2020@163.com,,
11223190,,Kevin Madera,,,kevin.madera@blackrock.com,,List Import
10955893,Inactive Investor,Colin Cahill,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9624375,,juan videla,,,juanpvidela@hotmail.com,,List import
44859,,Jennifer Des Groseilliers,Agent,"MML Investors Services, LLC",jdesgroseilliers@financialguide.com,630-441-1000,
10813339,Inactive Investor,Christopher Roy,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,christopher.roy@primerica.com,,Salesforce
11062171,Inactive Investor,Darcy McLinden,,"Raymond James Financial Services, Inc. Spring TX 2204 Timberloch Pl",darcy.mclinden@raymondjames.com,,Salesforce
10925084,Inactive Investor,Kristopher Haynes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kristopher.haynes@fmr.com,,Salesforce
10790518,Inactive Investor,Ganesh Iyer,Financial Advisor,Money Concepts Capital Corp Glastonbury CT 427 Naubuc Ave,giyer@moneyconcepts.com,,Salesforce
11150670,Inactive Investor,Matthew Kirschner,Financial Advisor,Edward Jones Ipswich MA 55 Market St,matthew.kirschner@edwardjones.com,,Salesforce
10963604,Inactive Investor,Denzel Taylor,,"Wells Fargo Clearing Services, LLC Brookhaven GA 2942 N Druid Hills Rd NE",,,Salesforce
10814005,Inactive Investor,Anthony Neibert,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,anthony.neibert@gs.com,,Salesforce
10783208,Inactive Investor,Sheila Hines,Manager;Shareholder,Consolidated Planning Corporation,shines@cpcadvisors.com,,Salesforce
11221448,,Luke Hayes,,,lhayes@seia.com,,List Import
11004603,Inactive Investor,Sok Kim,,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",sok.kim@tfaconnect.com,,Salesforce
10932096,Inactive Investor,Michael Puccini,,NYLIFE Securities LLC Hopewell Junction NY Private Residence,mpuccini@ft.newyorklife.com,,Salesforce
230106,,Tati -,,MS,tatiana.hawaii@gmail.com,,
11165072,Inactive Investor,Jacob Rainbolt,,LPL Financial LLC Oklahoma City OK 6200 Waterford Blvd,jake.rainbolt@lpl.com,,Salesforce
10858082,Inactive Investor,Andrew Mcnair,Chief Compliance Officer;Founder;Manager;President,Swan Capital,andrew@swan-capital.com,,Salesforce
336902,,Gregory Duffy,Wealth Advisor,"Sax Wealth Advisors, Llc",gduffy@saxwa.com,973-859-2199,Manual List Upload
11015099,Inactive Investor,Lu Hao,,J.P. Morgan Securities LLC Pleasanton CA 561 Main St,lu.hao@jpmorgan.com,,Salesforce
9594287,,Stephen Bull,,,sbull@veruscapitalpartners.com,,List import
9563512,,Nicholas Delouisa,,,nicholas.delouisa@fmr.com,,List import
1001644,Inactive Investor,James Angelakis,CFO,1911 Trust Company,jangelakis@1911trust.com, +1 978 207 3918,Database Upload
10898618,Inactive Investor,Harold Franceschi,,PFS Investments Inc. Upland CA 151 D St,harold.franceschi@primerica.com,,Salesforce
10930647,Inactive Investor,Paul Barker,,LifeMark Securities Corp. Saint Louis MO Private Residence,pbarker@lifemark.com,,Salesforce
11050493,Inactive Investor,Marquita Hightower,,PFS Investments Inc. Lanham MD 9418 Annapolis Rd,marquita.hightower@primerica.com,,Salesforce
11182771,Inactive Investor,Kristin Gudramovics,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11108012,Inactive Investor,Babina Kc,,J.P. Morgan Securities LLC Colleyville TX 5000 Colleyville Blvd,babina.kc@jpmorgan.com,,Salesforce
10879541,Inactive Investor,Michael Coretti,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11165209,Inactive Investor,William Dixon,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 254 W 57th St",,,Salesforce
245215,,Kanin Asva,MD,Robust VC,kanin@robust.vc,18587298370,Manual List Upload
11204308,Inactive Investor,Kathleen Schroeder,Chief Compliance Officer;Financial Advisor,Babb Wealth Advisors LLC,kathleen@babbgroup.com,,Salesforce
10930949,Inactive Investor,Jeremy Walker,,"Kestra Investment Services, LLC Burleson TX 255 Elk Dr",,,Salesforce
10814119,Inactive Investor,Candyce Johnson,,Commonwealth Financial Network Brentwood TN 5409 Maryland Way,cjohnson@cfnmail.com,,Salesforce
11121530,Inactive Investor,Brian Cassell,,"Principal Securities, Inc. Naples FL 4524 Silver Fox Dr",cassell.brian@principal.com,,Salesforce
10616800,,Elizabeth Whipple,,,ewhipple@wintrustwealth.com,,List Import
9574422,,Polina Shkolnik,,,pshkolnik@ayco.com,,List import
10948175,Inactive Investor,Timothy Hewitt,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",timothy.hewitt@valic.com,,Salesforce
10935067,Inactive Investor,Joe Brummel,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Springfield IL 3161 W White Oaks Dr",joseph.brummel@equitable.com,,Salesforce
10801612,Inactive Investor,Jana Williams,Chief Financial Officer;Financial Advisor,Lincoln Investment Sugar Land TX 77 Sugar Creek Center Blvd,jullman@lincolninvestment.com,,Salesforce
10805417,Inactive Investor,Landon Anderson,Financial Advisor,Edward Jones Graham TX 452 Oak St,,,Salesforce
9598320,,Curtis ArnoldArnold,,,curtisarnold7@gmail.com,,List import
11062100,Inactive Investor,Charles Liu,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11174935,Inactive Investor,Dennis Forster,Financial Advisor;Senior Vice President,Morgan Stanley Santa Barbara CA 1332 Anacapa St,dennis.forster@morganstanley.com,,Salesforce
10762806,Inactive Investor,Douglas Clancy,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 2 Crosfield Ave",doug_clancy@ml.com,,Salesforce
10859675,Inactive Investor,Stuart Davidson,Chairman;Managing Director,Sonen Capital LLC San Francisco CA 456 Montgomery St,sdavidson@sonencapital.com,,Salesforce
11025215,Inactive Investor,Han Tran,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westminster CA 8850 Bolsa Ave",han.tran@ml.com,,Salesforce
11005313,Inactive Investor,Adam Miller,Financial Advisor,Edward Jones New Albany IN 3626 Grant Line Rd,adam.miller2@edwardjones.com,,Salesforce
11200880,Inactive Investor,Lisa Valerio,Broker;Financial Advisor,"Osaic Wealth, Inc. Milford CT 1 Merwin Ave",,,Salesforce
11047978,Inactive Investor,Kelly Odean,,"Ameriprise Financial Services, LLC Kalamazoo MI 151 S Rose St",kelly.odean@ampf.com,,Salesforce
10848711,Inactive Investor,Brian Coleman,Financial Advisor,Edward Jones Murfreesboro TN 1608 Williams Dr,brian.coleman@edwardjones.com,,Salesforce
10952206,Inactive Investor,Riley Hayes,Financial Advisor,"Spinnaker Investment Group, LLC",riley@spinninvest.com,,Salesforce
10965701,Inactive Investor,Matthew Keller,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",,,Salesforce
11101839,Inactive Investor,Franklin Anselmi,,J.P. Morgan Securities LLC Davis CA 330 E St,franklin.anselmi@jpmorgan.com,,Salesforce
10766371,Inactive Investor,James Malatos,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,james.malatos@ubs.com,,Salesforce
9634497,,Colton Castelli,,,ccastelli@sjhl.com,,List import
10913234,Inactive Investor,Gemma Cooper,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10884173,Inactive Investor,Licia Yee,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,licia.x.yee@chase.com,,Salesforce
11213564,Inactive Investor,Francis Hacket,President,"Hacket Asset Management, Inc.",,,Salesforce
11101682,Inactive Investor,Paul Peterson,Private Client Advisor,J.P. Morgan Securities LLC Los Gatos CA 400 N Santa Cruz Ave,paul.m.peterson@jpmorgan.com,,Salesforce
10961692,Inactive Investor,Amanda Cravens,Financial Advisor,The Huntington Investment Company Tecumseh MI 1300 W Chicago Blvd,amanda.cravens@huntington.com,,Salesforce
9624414,,Gosta Francke,,,charibdes@gmail.com,,List import
10907197,Inactive Investor,Christian Murphy,Financial Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
10830427,Inactive Investor,Cody Burns,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2555 W Chandler Blvd",,,Salesforce
11166113,Inactive Investor,Gregory Marquart,Financial Advisor;Senior Vice President,"Hazlett, Burt & Watson, Inc.",gmarquart@hazlettburt.com,,Salesforce
11049071,Inactive Investor,Tracy Henderson,Senior Client Associate,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",tracy.henderson@wellsfargoadvisors.com,,Salesforce
11066744,Inactive Investor,Stefanie Creencia,,"Raymond James Financial Services, Inc. Fort Collins CO 205 W Oak St",stefanie.creencia@raymondjames.com,,Salesforce
10489936,,Ryder Jensen,Financial Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,ryder.jensen@fmr.com,,List Import
11057079,Inactive Investor,Kurt Jones,,J.P. Morgan Securities LLC San Clemente CA 638 Camino De Los Mares,kurt.r.jones@chase.com,,Salesforce
10850815,Inactive Investor,William Kress,,"Osaic Wealth, Inc. Buffalo NY 5794 Main St",,,Salesforce
9548866,,Paul Brelin,,,pbrelin@yahoo.com,,List import
9558314,,Jeffrey Bauer,,,jeffrey.bauer@valic.com,,List import
10782445,Inactive Investor,John Shields,Associate Vice President;Financial Advisor;Financial Planning Associate,Morgan Stanley Mobile AL 11 N Water St,john.marshall.shields@morganstanley.com,,Salesforce
9541036,,Tom Eisenhuth,,,tjeisenhuth@gmail.com,,List import
9547054,,David Chazin,,,dchazin@insight2wealth.com,,List Import
9641047,,RAJENDRA PRASAD,,,rajprasad31@hotmail.com,,List import
10931083,Inactive Investor,Elias Scoropanos,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",escoropanos@massmutual.com,,Salesforce
9610186,,Thomas Lilly,,,foragemarrers@aol.com,,List import
11025897,Inactive Investor,Cindy Hiskell,,"Osaic FS, Inc. Yaiaha FL Private Residence",,,Salesforce
9577285,,Randy Day,,,randyday@financialguide.com,,List import
11201896,Inactive Investor,Herbert Martin,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,herbert.martin@primerica.com,,Salesforce
11169631,Inactive Investor,Donald Hicks,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,donald.hicks@fidelity.com,,Salesforce
10931596,Inactive Investor,Laura Roeder,,"OneAmerica Securities, Inc. Lafollette TN Private Residence",laura.roeder@oneamerica.com,,Salesforce
10945116,Inactive Investor,Kaitlyn Hanson,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
9584178,,Paul Zoch,,,paul@assetadvisorygroup.com,,List import
10816942,Inactive Investor,William Masterson,,USCA Securities LLC,dmasterson@uscallc.com,,Salesforce
11133704,Inactive Investor,Kathleen Walker,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,kathleen.walker@primerica.com,,Salesforce
11107893,Inactive Investor,Kevin Boehme,,Citigroup Global Markets Inc.,,,Salesforce
10908731,Inactive Investor,Yancey Bady,District Leader,PFS Investments Inc. Chicago IL 11740 S Western Ave,yancey.bady@primerica.com,,Salesforce
9588197,,Matthew Liteplo,,,mliteplo@otcmarkets.com,,List import
10827413,Inactive Investor,Kevin Griffin,Chief Compliance Officer;Investment Advisor;Managing Member;President,"Griffin Financial Advisors, LLC",kevin@griffinfa.com,,Salesforce
9595357,,Namrata Shah,,,nshah@hightoweradvisors.com,,List import
10882276,Inactive Investor,Mark Schiller,Managing Partner;Partner;Principal,"Williams and Schiller Wealth Management, LLC",mark@wscpas.us,,Salesforce
9547006,,Victoria Schwarz,,,lizamorning@gmail.com,,List import
10966834,Inactive Investor,Austin Reppart,Chief Compliance Officer;Investment Advisor Representative;Owner;Partner;Sector Analyst,Financial Leadership,,,Salesforce
10772654,Inactive Investor,Claudine Zigmund,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",claudine_zigmund@ml.com,,Salesforce
9559010,,Howard Dingle,,,hdingle@claraphi.com,,List import
11186539,Inactive Investor,Timothy Cummins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11230382,Inactive Investor,Bobby Mercado,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9577134,,Robert Sinks,,,rsinks@massmutual.com,,List import
10648156,,Devin Statham,,,dstatham@firstcommand.com,,List Import
11058069,Inactive Investor,Bradley Lakner,,"Sunbelt Securities, Inc. Springfield IL 2650 Cooper Ave",,,Salesforce
11261232,Inactive Investor,Michael Deberge,Financial Advisor,"Detalus Advisors, LLC",mdeberge@detalus.com,,Salesforce
11099844,Inactive Investor,Phillip Sheffield,,Lincoln Investment Humboldt TN Private Residence,psheffield@lincolninvestment.com,,Salesforce
10964469,Inactive Investor,Henry Vickers,Service Associate,Morgan Stanley Bellevue WA 500 108th Ave NE,,,Salesforce
7252390,,cfghg hgjhg,,,miyirim359@loongwin.com,,Web Form Fillout
11180202,Inactive Investor,Ulana Emerson,Financial Advisor,Edward Jones Port Jervis NY 139 Pike St,ulana.emerson@edwardjones.com,,Salesforce
10879042,Inactive Investor,Frank Braddock,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Columbia SC 1441 Main St,fbraddock@jmsonline.com,,Salesforce
10875024,Inactive Investor,Ryan Bell,Financial Advisor,LPL Financial LLC Tallahassee FL 3113 Capital Medical Blvd,ryan.bell@lpl.com,,Salesforce
10814027,Inactive Investor,John Hines,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,john.hines@gs.com,,Salesforce
9631077,,Be Peters,,,benpeters101@gmail.com,,List import
10813126,Inactive Investor,Roy Wagner,,"CUSO Financial Services, L.P. Lexington KY 689 Wilson Downing Rd",roy.wagner@cusonet.com,,Salesforce
10825437,Inactive Investor,Dale Giem,Financial Advisor,LPL Financial LLC Dillon MT Private Residence,dale.giem@lpl.com,,Salesforce
11180551,Inactive Investor,Joshua Moreland,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",joshua.moreland@bernstein.com,,Salesforce
10866035,Inactive Investor,Nicholas Russell,,Cetera Advisors LLC Orlando FL 6052 Turkey Lake Rd,nicholas.russell@ceteraadvisors.com,,Salesforce
11038232,Inactive Investor,Edgar Woodbury,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,ecwoodbury@ft.newyorklife.com,,Salesforce
11189551,Inactive Investor,Edward D'Entremont,Financial Advisor,"Nations Financial Group, Inc. Wayne PA 115 Bloomingdale Ave",,,Salesforce
10647934,,Timothy O'Leary,,,tim@olearyfinancialplan.com,,List Import
10941018,Inactive Investor,Andrew Benet,President,IP Financial Advisory Services LLC,abenet@innovationpartnersllc.com,,Salesforce
189585,,Addisu Gorems,,[Unknown],a_gorems@yahoo.com,,source
10858002,Inactive Investor,Kevin Bednarek,,State Farm VP Management Corp. Munster IN 8000 Calumet Ave,kevin.bednarek.j48n@statefarm.com,,Salesforce
229462,, -,,[[Unknown]],elenderik@gmail.com,,
9595159,,Doyel Price,,,doyel@invictafg.com,,List import
11073079,Inactive Investor,Akiko Cox,Investment Advisor Representative,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
9555295,,Edward Wirwille,,,gwirwille@wealthcarecapital.com,,List import
10818101,Inactive Investor,Glenn Haislip,Financial Advisor,Edward Jones Portsmouth VA 3300 Tyre Neck Rd,van.haislip@edwardjones.com,,Salesforce
9608729,,Gerardo Ritchey,,,gerardoritchey@gmail.com,,List import
11094559,Inactive Investor,Jason Cronick,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.cronick@fidelity.com,,Salesforce
10907401,Inactive Investor,Michael Casanova,,J.P. Morgan Securities LLC San Antonio TX 20845 US Hwy 281 N,michael.s.casanova@jpmorgan.com,,Salesforce
11057270,Inactive Investor,Brian Clapp,,Cetera Advisor Networks LLC Lawton MI Private Residence,,,Salesforce
11155903,Inactive Investor,Todd McNitt,,"Paradigm Equities, Inc.",tmcnitt@meafs.com,,Salesforce
11164985,Inactive Investor,Alicia Farman,,State Farm VP Management Corp. Naples FL 3765 Airport Pulling Rd N,,,Salesforce
11069703,Inactive Investor,Dorothy Bickling,,"HighTower Securities, LLC Lexington MA 35 Bedford St",dbickling@hightoweradvisors.com,,Salesforce
11156700,Inactive Investor,Keith Yanders,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Allentown PA 515 Hamilton St,keith.yanders@morganstanley.com,,Salesforce
10993176,Inactive Investor,Brent Christmas,,J.P. Morgan Securities LLC Plano TX 5020 W Park Blvd,brent.christmas@jpmorgan.com,,Salesforce
10795289,Inactive Investor,Lance Branch,,LPL Financial LLC Metairie LA 1 Galleria Blvd,lance.branch@lpl.com,,Salesforce
11045954,Inactive Investor,Andrew Rosen,,Neuberger Berman BD LLC,andrew.rosen@nb.com,,Salesforce
7938766,,Jeff Virgil,,,jvirgil21@comcast.net,,Web Form Fillout
9545780,,Abel Kan,,,abel.kan@transamerica.com,,List import
10810028,Inactive Investor,Jeffrey Wilson,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jeffrey.j.wilson@ml.com,,Salesforce
8365247,,Debra Sherry,,,ddshomeopath@gmail.com,,Web Form Fillout
10923238,Inactive Investor,William Ballou,,"Northwestern Mutual Investment Services, LLC Wilmington NC 1111 Military Cutoff Rd",lance.ballou@nm.com,,Salesforce
10776495,Inactive Investor,Barbara Griffin,Director,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,bgriffin@rwbaird.com,,Salesforce
11142048,Inactive Investor,Stacy Norton,,"Concourse Financial Group Securities, Inc. Minot ND 120 8th Ave NW",stacy.norton@concoursefinancial.com,,Salesforce
11109874,Inactive Investor,Archie Morris,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",aj_morris@ml.com,,Salesforce
10860297,Inactive Investor,Casey Griffin,,Cetera Financial Specialists LLC Southlake TX 530 E Southlake Blvd,,,Salesforce
10786269,Inactive Investor,Gregory Crissman,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,gregory.crissman@fidelity.com,,Salesforce
9645659,,Nick Green,,,signup.nsg@gmail.com,,List import
11105630,Inactive Investor,Leonid Novikov,,"Empower Financial Services, Inc Glendale AZ 24817 N 37th Ln",leonid.novikov@empower.com,,Salesforce
10644156,,Michael Schmidt,,,mschmidt@ziegler.com,,List Import
10934296,Inactive Investor,Robert Pimpinella,Senior Vice President,"MML Investors Services, LLC New York NY 90 Park Ave",rpimpinella@massmutual.com,,Salesforce
10921081,Inactive Investor,Christopher Wilde,Family Office Services;Senior Vice President,"Glass Wealth Management Co., LLC",cwilde@gwm-sa.com,,Salesforce
10885050,Inactive Investor,Paul Borowski,Private Wealth Consultant,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",paul.borowski@usbank.com,,Salesforce
111301,,ReShelle Barrett,Senior Vice President,"Bill Few Associates, Inc.",rbarrett@billfew.com,1-412-630-6000,Direct
9578584,,Roberta Ambrosi,,,roberta@myharvestgroup.com,,List import
9581326,,Philip Kingrey,,,philip.kingrey@transamerica.com,,List import
11125464,Inactive Investor,Omar Khalil,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 8971 N Cedar Ave",okhalil@ml.com,,Salesforce
10934273,Inactive Investor,Connie Liberto-Alvarez,Wealth Management Specialist,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,connie.liberto@jpmorgan.com,,Salesforce
9640462,,Gary Draghi,,,dragg001@hartford.gov,,List import
9618948,,Christopher Rogowski,,,crogowski@gbros.com,,List import
10615589,,David Scher,Senior Financial Advisor,,dscher@krimassociates.com,,List Import
10984655,Inactive Investor,Erin Eads,Financial Advisor Manager,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,erin.eads@td.com,,Salesforce
10778293,Inactive Investor,Kara Brown,Business Technology Analyst;Financial Advisor;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",kara.brown@ml.com,,Salesforce
10935142,Inactive Investor,Kevin Laing,,"The Leaders Group, Inc.",,,Salesforce
10792194,Inactive Investor,Amanda Brien,Portfolio Associate,Morgan Stanley Frederick MD 30 W Patrick St,amanda.brien@morganstanley.com,,Salesforce
11024320,Inactive Investor,Randi Zamazal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",randi_zamazal@ml.com,,Salesforce
10768361,Inactive Investor,Mark Namvary,First Vice President - Wealth Management,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,mark.namvary@ubs.com,,Salesforce
10839963,Inactive Investor,Brian Fees,Financial Advisor,"Prospera Financial Services, Inc. Gonzales TX 215 N Saint Joseph St",brian.fees@prosperafinancial.com,,Salesforce
248267,,Katherine Nicole Castro Vega,Student,UNMSM,katherine.castro1@unmsm.edu.pe,,Manual List Upload
10918606,Inactive Investor,Curtis Habsieger,Chief Compliance Officer;Owner,CGR Financial,,,Salesforce
11103394,Inactive Investor,Danny Frederick,,"Avantax Investment Services, Inc. Eunice LA 1231 E Laurel Ave",,,Salesforce
10873792,Inactive Investor,Joseph Inskeep,Financial Advisor,LPL Financial LLC Round Rock TX Private Residence,joseph.inskeep@lpl.com,,Salesforce
9543353,,James Nolan,,,jsnolan1@hotmail.com,,List import
11038363,Inactive Investor,Shaojun Fu,Customer Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
232032,, -,,[[Unknown]],wwsmichelle@hotmail.com,,
11260888,Inactive Investor,Samuel Brotherton,,Fidelity Brokerage Services LLC,,,Salesforce
11236112,Inactive Investor,William Mitchell,,Park Avenue Securities LLC Independence OH 7100 E Pleasant Valley Rd,,,Salesforce
10991109,Inactive Investor,Jonathan Tazzia,,"Northwestern Mutual Investment Services, LLC Lapeer MI 800 West St",,,Salesforce
10848031,Inactive Investor,Michael Carnevale,,"Raymond James Financial Services, Inc. Auburn MA 400 Southbridge St",michael.carnevale@raymondjames.com,,Salesforce
11039702,Inactive Investor,Jose Quan,,PFS Investments Inc. Houston TX 738 Hwy 6 S,jose.quan@primerica.com,,Salesforce
182965,,Xinyi Wang,,[Unknown],wangxy.yoyo@gmail.com,,
11203264,Inactive Investor,Chelsey Mcshane,Financial Advisor,"RBC Capital Markets, LLC Billings MT 404 N 31st St",chelsey.mcshane@rbc.com,,Salesforce
9554712,,James Fujinaga,,,james_fujinaga@hancockbank.com,,List import
10868142,Inactive Investor,Robert Holdford,,Cetera Advisor Networks LLC Little Rock AR 2311 Biscayne Dr,holdfordr@financialnetwork.com,,Salesforce
11129295,Inactive Investor,Bruce Champion,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,bruce.champion@ceterainvestors.com,,Salesforce
11183836,Inactive Investor,Daniel Gregory,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,daniel.gregory@fidelity.com,,Salesforce
10878522,Inactive Investor,Charles Ybema,Associate Wealth Advisor,Arcadia Investment Management Corp,charles@arcimc.com,,Salesforce
9618802,,William Bohnsack,,,bbohnsack@ohpny.com,,List import
10832615,Inactive Investor,Ryan Williams,,"CFD Investments, Inc.",ryan.williams@cfdinvestments.com,,Salesforce
9604588,,George Lorenz,Financial Advisor,,george.lorenz@lpl.com,,List import
10834607,Inactive Investor,Calvin Lee,,Intrua Financial Austin TX 5000 Plaza on the Lk,calvin@intrua.com,,Salesforce
9546836,,Floyd DesChamps,,,fdeschamps@desnergroup.com,,List import
11052549,Inactive Investor,Aimee Holabird,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,aimee.holabird@primerica.com,,Salesforce
10874011,Inactive Investor,James Mancuso,Financial Advisor,Edward Jones Kansas City MO 8532 N Ambassador Dr,jimmy.mancuso@edwardjones.com,,Salesforce
11165277,Inactive Investor,James Bebbington,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10658604,,Mary Gruenberg,,,mgruenberg@farmersagent.com,,List Import
11050481,Inactive Investor,Adam Walls,Regional Vice President,PFS Investments Inc. Findlay OH 1318 N Main St,adam.walls@primerica.com,,Salesforce
179992,,Luke Juarez,,[Unknown],lukejuarez0@gmail.com,,Paid Social
11031705,Inactive Investor,Daniel Debolt,Financial Advisor,Edward Jones Fort Wayne IN 7030 Pointe Inverness Way,daniel.debolt@edwardjones.com,,Salesforce
9568876,,William Hancock,,,whancock@atlasbrown.com,,List Import
9646019,,Jonathan Abrams,,,jonathanabrams2010@gmail.com,,List import
4611046,,Mathias Forsberg,,,eurovip@hotmail.com,0708173383,Web form fillout
10919557,Inactive Investor,Eric Benisek,Managing Director,VBL Advisors LLC,,,Salesforce
9635645,,William Alpaugh,,,will@blackbayenergy.com,,List import
10764899,Inactive Investor,Cynthia Peterson,,"Principal Securities, Inc.",,,Salesforce
10808557,Inactive Investor,Yvonne Koziol,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
10895800,Inactive Investor,Danny Edwards,Financial Advisor,Edward Jones Duvall WA 14524 Main St NE,danny.edwards@edwardjones.com,,Salesforce
11222804,,James Taylor,,,jtaylor1@merceradvisors.com,,List Import
10903967,Inactive Investor,Jonathan Wang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Brea CA 3421 E Imperial Hwy",jonathan.wang@schwab.com,,Salesforce
9570633,,Douglas Edwards,,,daedwards@ftbadvisors.com,,List import
11237181,Inactive Investor,Jonathan Perrin,Financial Consultant,Intellicents Investment Solutions Inc Overland Park KS 7101 College Blvd,jonathan.perrin@intellicents.com,,Salesforce
9580920,,James Jahnsen,,,jjahnsen@massmutual.com,,List import
10857820,Inactive Investor,Nicholas Drew,Advisor;Financial Advisor;Partner,Capital Design Private Wealth LLC,,,Salesforce
9583787,,Craig Bennett,,,craig.bennett@voyafa.com,,List import
11263597,Inactive Investor,David Cariani,,"Private Advisor Group, LLC",,973-538-7010,Salesforce
101891,,Yahia Mustafa,Investment Manager,Capital IQ,yahiamustafa@captliq.com,,
368,,,,,ari.tar7@btinternet.com,,
10983925,Inactive Investor,Amal Rassas,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",amal.rassas@schwab.com,,Salesforce
10811053,Inactive Investor,Kimberly Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Portage MI 7900 Moorsbridge Rd",kimberly.peterson@wellsfargoadvisors.com,,Salesforce
11005403,Inactive Investor,Dannel De Los Santos,,PFS Investments Inc. Miami FL 10300 SW 72nd St,dde-los-santos@primerica.com,,Salesforce
155074,,BRANDON NGUYEN,,[Unknown],brandon-nguyen@comcast.net,,Paid Social
11108087,Inactive Investor,Victoria Meo,Financial Advisor,Edward Jones Cresskill NJ 300 Knickerbocker Rd,vicky.meo@edwardjones.com,,Salesforce
10946726,Inactive Investor,Jeffrey Umbaugh,,"Regulus Financial Group, LLC Plymouth IN 2901 Miller Dr",,,Salesforce
372020,,MISCHA BREAKFIELD,,United States,mischabreakfield@supersave.net,,Salesforce
11012234,Inactive Investor,Franklin Stitely,,"ValMark Securities, Inc. Ashburn VA 44355 Premier Plz",,,Salesforce
10658269,,Kevin Brainerd,,,kevin.brainerd@lpl.com,,List Import
11147704,Inactive Investor,Joseph Jarrow,,"Empower Financial Services, Inc Fort Worth TX 2708 Slatewood Dr",joseph.jarrow@empower.com,,Salesforce
9549135,,Michael Fitzsimmons,,,mf@eminencecapital.com,,List import
9617505,,David Tolmie,,,dave@edgewaterfunds.com,,List import
9582045,,John Robertson,,,john.robertson@hansonmcclain.com,,List import
11120955,Inactive Investor,David Ellis,Financial Advisor,"Ameriprise Financial Services, LLC Yakima WA 1101 Summitview Ave",david.ellis@ampf.com,,Salesforce
245675,,Sarah Bauer,Head of Communications,Vise,sbauer@vise.com,16362120229,Manual List Upload
10975119,Inactive Investor,Mariano Loredo,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,mloredo@ft.newyorklife.com,,Salesforce
10808957,Inactive Investor,Christopher Parmer,Financial Advisor;Vice President,Morgan Stanley Shrewsbury NJ 1030 Broad St,christopher.parmer@morganstanley.com,,Salesforce
11020465,Inactive Investor,Yik Sing Chan,,"Charles Schwab & Co., Inc. Diamond Bar CA 1370 Valley Vista Dr",,,Salesforce
10807351,Inactive Investor,Thomas Shadden,Investment Consultant,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,thomas.shadden@morganstanley.com,,Salesforce
11045460,Inactive Investor,Daniel Libstorff,Chief Compliance Officer;Managing Director;Member;President,Sunset Wealth Management,dan@sunsetwealth.com,,Salesforce
9610318,,JUAN PABLO LAMARQUE,,,jpgomezlamarque@gmail.com,,List import
9631776,,Anthony Hoyos,,,ahoyosrealtor@gmail.com,,List import
11003812,Inactive Investor,Julia Mcfall,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",julia.stein@nm.com,,Salesforce
9546844,,Wente Kao,,,wente.kao@transamerica.com,,List import
11146742,Inactive Investor,Amrit Dhaliwal,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
9559973,,owen boreland,,,owen_boreland@yahoo.com,,List import
11046598,Inactive Investor,Walker Tompkins,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",walker.tompkins@cunamutual.com,,Salesforce
11053622,Inactive Investor,Ethan Hitchcock,Chief Compliance Officer;Managing Member,"Grammatical Capital, LLC",,,Salesforce
10488933,,Gaurav Chavda,Executive Director,J.P. Morgan Securities LLC Frisco TX 3127 Main St,gaurav.a.chavda@jpmorgan.com,,List Import
9587097,,Jeffrey Zures,,,jeff.zures@szadvisors.com,,List import
9596553,,Afiq Afnan,,,pnan92@gmail.com,,List import
9554455,,Bret Hartung,,,bhartung@massmutual.com,,List import
10825712,Inactive Investor,Matthew Mendoza,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Los Gatos CA 750 University Ave,mmendoza@rockco.com,,Salesforce
10993407,Inactive Investor,Gregory Pendleton,Principal Review Specialist,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",gregory.pendleton@53.com,,Salesforce
10960622,Inactive Investor,Nils Egge,Investment Advisor,"Harbour Investments, Inc. Minneapolis MN 5353 Wayzata Blvd",,,Salesforce
9627353,,Miguel Barroso,,,criptomigue@hotmail.com,,List import
11031012,Inactive Investor,Daniel Moroney,,"The Leaders Group, Inc.",,,Salesforce
9644729,,Alan Stewart,,,alan.stewart@gs.com,,List import
10867310,Inactive Investor,Kevin Koh,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,kevin.koh@primerica.com,,Salesforce
10963039,Inactive Investor,Kevin Klickna,Investment Advisor Representative,"IAMS Wealth Management, LLC Rochester IL Private Residence",k.klickna@iamswm.com,,Salesforce
9551858,,Tonio Bianca,,,tonio@barnettrealtypm.com,,List import
10937639,Inactive Investor,Andre Freed,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",andre.freed@schwab.com,,Salesforce
11170249,Inactive Investor,Gregory Melara,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",gregory_melara@ml.com,,Salesforce
338989,,Joseph Dimberio,"Partner, Elected Manager","Twin Bridge Capital Partners, Llc",jdimberio@twinbridgecapital.com,312-284-5600,Manual List Upload
9577487,,Frank Minssieux,,,fminssieux@markettrendadvisors.com,,List import
11030687,Inactive Investor,Blake Weltmann,,"Spartan Capital Securities, LLC",bweltmann@spartancapital.com,,Salesforce
11035331,Inactive Investor,Brittany Richard,,LPL Financial LLC Owensboro KY 2703 Breckenridge St,,,Salesforce
11092225,Inactive Investor,Michael Sawka,,"RBC Capital Markets, LLC",,,Salesforce
10809803,Inactive Investor,Lisa Pollick,,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",lisa.pollick@raymondjames.com,,Salesforce
11038064,Inactive Investor,Thomas Neely,,"Cutter & Company, Inc.",tneely@cutterco.com,,Salesforce
348891,,Edward Geiser,Executive Managing Director,"Juniper Capital Advisors, L.p.",egeiser@juncap.com,713-335-4700,Manual List Upload
11039840,Inactive Investor,Donald Watson,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,donald.watson@primerica.com,,Salesforce
11210811,Inactive Investor,Tricia Marteney,Financial Advisor,Edward Jones Dayton OH 873 E Franklin St,tricia.marteney@edwardjones.com,,Salesforce
9561308,,Syed Farhan Shakeel,,,farhanshakeel@gmail.com,,List import
372000,,Sachin Bet,,United States,sbet234@gmail.com,,Salesforce
9542970,,Robert Jones,,,rjones@cusonet.com,,List import
10876639,Inactive Investor,Jose Pery,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jose.pery@ml.com,,Salesforce
11152795,Inactive Investor,Anthony Core,,"Farmers Financial Solutions, LLC Eugene OR 2101 Bailey Hill Rd",,,Salesforce
9608325,,Jason Hess,,,jasonhess@gmail.com,,List import
11156911,Inactive Investor,Kaylie Rafferty,,Vanguard Marketing Corporation,kaylie_rafferty@vanguard.com,,Salesforce
11108464,Inactive Investor,Robert Sell,President,"Polaris Asset Management, LLC Sugar Hill GA 4988 W Broad St",,,Salesforce
11183880,Inactive Investor,Brian Stevenson,Financial Advisor,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",brian.stevenson@wellsfargoadvisors.com,,Salesforce
10776103,Inactive Investor,Laura Jarrell,Financial Advisor;Financial Planning Specialist;First Vice President;Insurance Planning Director;Senior Portfolio Manager,Morgan Stanley San Jose CA 225 W Santa Clara St,laura.jarrell@morganstanley.com,,Salesforce
11059890,Inactive Investor,Joanne Lopez,,J.P. Morgan Securities LLC Oroville CA 2001 Oro Dam Blvd E,joanne.brown@chase.com,,Salesforce
10780763,Inactive Investor,Michael Follett,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11132173,Inactive Investor,Jose Capetillo,,J.P. Morgan Securities LLC Brownsville TX 2300 Boca Chica Blvd,jose.r.capetillo@jpmorgan.com,,Salesforce
11048452,Inactive Investor,Siobhaun Johnson,Senior Financial Advisor,"CW Advisors, LLC",sjohnson@congresswealth.com,,Salesforce
10825622,Inactive Investor,Keith Hamilton,Financial Advisor,LPL Financial LLC Edmonds WA 201 Main St,,,Salesforce
10973142,Inactive Investor,Alison Rapetti,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
347586,,Sriram Subramaniam,Elected Manager,Strategic Advisers Llc,sriram.subramaniam@fidelity.com,617-563-7000,Manual List Upload
11031361,Inactive Investor,Martha Baumbach,Associate Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 150 Broadhollow Rd",martha.a.baumbach@ampf.com,,Salesforce
11202431,Inactive Investor,Gregory Lawrence,,"Odiorne Point Asset Management, LLC",,,Salesforce
9555834,,RR iyer,,,iyer.engineer@gmail.com,,List import
11190920,Inactive Investor,Jimmy Maldonado,Financial Advisor,LPL Financial LLC Burbank CA 100 N 1st St,,,Salesforce
10984647,Inactive Investor,Fabian Bazan,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11181032,Inactive Investor,Mara Lombardi,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",mara.lombardi@benjaminfedwards.com,,Salesforce
10786494,Inactive Investor,Erin Shafer,Manager,"Fifth Third Securities, Inc. Dublin OH 420 Metro Pl S",,,Salesforce
10864236,Inactive Investor,Stephen Moscinski,,"FBL Marketing Services, LLC Evanston WY 624 W Cheyenne Dr",stephen.moscinski@fblfinancial.com,,Salesforce
10761819,Inactive Investor,Rachael Peraza,Client Service Specialist;Paraplanner;Practice Manager,"Ameriprise Financial Services, LLC Wayzata MN 1907 Wayzata Blvd",rachael.m.peraza@ampf.com,,Salesforce
9583127,,Taylor Mcgowan,,,tmcgowan@farrmiller.com,,List import
10758671,Inactive Investor,Nicholas Dusckas,Registered Principal,LPL Financial LLC Syracuse NY 231 Salina Meadows Pkwy,nicholas.dusckas@lpl.com,,Salesforce
10952399,Inactive Investor,Steven LaFerriere,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chatham NJ 269 Main St",steven.laferriere@ml.com,,Salesforce
10823756,Inactive Investor,David McVey,Deputy Chief Investment Officer,DSM Capital Partners,dmcvey@dsmcapital.com,,Salesforce
11199956,Inactive Investor,Brett Carver,Financial Advisor;Financial Planning Specialist,Morgan Stanley Omaha NE 13625 California St,brett.carver@morganstanley.com,,Salesforce
10789277,Inactive Investor,Stacey Jones,Complex Service Manager;Vice President;Wealth Management Associate,Morgan Stanley Kingsport TN 8 Sheridan Sq,stacey.jones@morganstanley.com,,Salesforce
11081350,Inactive Investor,Tiffany Taylor,,"International Assets Advisory, LLC Hollywood FL 11011 Sheridan St",ttaylor@iaac.com,,Salesforce
10853229,Inactive Investor,Hollie Nelms,Financial Advisor,Edward Jones Abbeville LA 2018 Veterans Memorial Dr,hollie.nelms@edwardjones.com,,Salesforce
10834518,Inactive Investor,Garett Wilkinson,Financial Advisor,Edward Jones Corona CA 2363 California Ave,garett.wilkinson@edwardjones.com,,Salesforce
9599548,,Lynn Wood,,,lwood@stratoswealthpartners.com,,List import
10961399,Inactive Investor,Aline Camara,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
10863827,Inactive Investor,James Parker,Founder;Managing Partner,"SWS Partners, LLC Columbus OH 230 West St",james.parker@swspartners.net,,Salesforce
10879676,Inactive Investor,Marc Rosen,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11079777,Inactive Investor,Gustavo Ahumada,,J.P. Morgan Securities LLC Paso Robles CA 194 Niblick Rd,gus.ahumadaiii@chase.com,,Salesforce
10421087,,Bryce Gifford,,,aquilag1997@gmail.com,,Web Form Fillout
11205295,Inactive Investor,Troy Bergeron,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Lafayette LA 102 Versailles Blvd",tbergeron@financialguide.com,,Salesforce
10892311,Inactive Investor,Jeffrey Jordano,,PNC Investments Bennington NE Private Residence,jeffrey.jordano@pnc.com,,Salesforce
10976678,Inactive Investor,Timothy Werwie,,State Farm VP Management Corp. Oregon WI 797 Market St,timothywerwie@statefarm.com,,Salesforce
10949551,Inactive Investor,Matthew Kuhn,Wealth Management Advisor,Kuhn Wealth Management Inc.,matt@kuhnwealth.com,,Salesforce
11129422,Inactive Investor,Robert Brigham,Financial Advisor,"Wells Fargo Clearing Services, LLC Omaha NE 13625 California St",robert.brigham@wellsfargo.com,,Salesforce
10908429,Inactive Investor,Richard Mojica,Financial Representative,LPL Financial LLC El Paso TX 201 E Main Dr,richard.mojica@lpl.com,,Salesforce
10853676,Inactive Investor,John Trettin,,"The Leaders Group, Inc.",,,Salesforce
9544008,,Gina Mancebo,,,gina.mancebo@fmr.com,,List import
11211423,Inactive Investor,John Molinaro,,"Osaic Wealth, Inc. Lewisburg PA 130 Buffalo Rd",,,Salesforce
10910735,Inactive Investor,Robert Zuppe,,State Farm VP Management Corp. Huntington NY 18 W Carver St,robertzuppe@statefarm.com,,Salesforce
10878980,Inactive Investor,Daniel Silverio,,Safra Securities LLC,daniel.silverio@safra.com,,Salesforce
9605623,,k ike,,,bbl.k.ikeda@gmail.com,,List import
10895534,Inactive Investor,Stacey Kujawa,,"Allstate Financial Services, LLC Rochester NY 2483 Browncroft Blvd",staceygalante@allstate.com,,Salesforce
10794966,Inactive Investor,Wanda Rhim,,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",wanda.rhim@wellsfargoadvisors.com,,Salesforce
5359042,,sa pol,,,nzcipu@karenkey.com,,Web Form Fillout
10982459,Inactive Investor,Jun Seo,,"Allstate Financial Services, LLC",junseo@allstate.com,,Salesforce
10831496,Inactive Investor,Ramona Shank,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,ramona.shank@ubs.com,,Salesforce
10969742,Inactive Investor,Claudia Ferguson,Financial Advisor,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",claudia.ferguson@raymondjames.com,,Salesforce
11237962,Inactive Investor,JARED GOGEK,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jgogek@performancetrust.com,,Salesforce
9629633,,cosimo piu,,,cosimopiu2@gmail.com,,List import
10897477,Inactive Investor,Cynthia Plazek,,Thrivent Investment Management Inc. Allison Park PA 1736 Ferguson Rd,cynthia.plazek@thrivent.com,,Salesforce
237595,, -,,[[Unknown]],hjyyjz5211314@outlook.com,,Paid Social
10647125,,Thomas Krusic,,,tom.krusic@intellicents.com,,List Import
11082206,Inactive Investor,Peter Smith,,Vanguard Marketing Corporation,,,Salesforce
11089661,Inactive Investor,Thomas Goodson,,LPL Financial LLC Hartsville SC 720 S 4th St,,,Salesforce
10975175,Inactive Investor,Andrew Larson,,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,andrewwathenlarson@primerica.com,,Salesforce
342099,,Jack Quinlan,,,jack.quinlan@jordanpark.com,,
5963772,,kimoka len,,,vimoyi2318@prolug.com,,Web Form Fillout
11072176,Inactive Investor,Karen Metcalfe,,"Ameritas Investment Company, LLC Bolingbrook IL 496 W Boughton Rd",kmiller@ameritas.com,,Salesforce
11060294,Inactive Investor,Thomas Nannery,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,tom.nannery@morganstanley.com,,Salesforce
9594340,,Jagdeep Bachher,,,cio.regents@ucop.edu,,List import
11053881,Inactive Investor,Elizabeth Olagunju,,PFS Investments Inc. Hialeah FL 3462 W 84th St,eolagunju@primerica.com,,Salesforce
10885409,Inactive Investor,Rachel Foutch,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
229336,,Ryan Hain -,,Ryan Hain [[Unknown]],dabear3417@gmail.com,,
351929,,Bren Hall,Vice President,"Windrose Health Investors, Llc",hall@windrose.com,212-887-2105,Manual List Upload
337333,, -,,[Unknown],gonzalezkwal@kakao.com,,
9563307,,Brittney Seale,,,bseale15@gmail.com,,List import
11042813,Inactive Investor,James Scott,Chief Investment Officer;Compliance Officer;Managing Member;President,Milestone Wealth Strategies,jscott@milestonews.com,,Salesforce
11126457,Inactive Investor,David Ramirez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",david.ramirez1@ml.com,,Salesforce
11018149,Inactive Investor,Lucyna Gavrylyuk,Wealth Management Associate,Morgan Stanley Oak Brook IL 2211 York Rd,lucyna.gavrylyuk@morganstanley.com,,Salesforce
11047953,Inactive Investor,Jennifer Dillee,,"Concourse Financial Group Securities, Inc. Spring TX 26006 Budde Rd",jennifer.dillee@concoursefinancial.com,,Salesforce
11231825,Inactive Investor,Anju Pramod Dubey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10658959,,Nicole Simmons,,,nicole.t.freiburger@jpmorgan.com,,List Import
11099742,Inactive Investor,Keith Barton,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
208468,,Arnold Tchira,,[Unknown],uniqueman@verizon.net,,
6070036,,Paul D Johnson,,,wakiloh155@letpays.com,,Web Form Fillout
10749471,,Andy Klickner,,,andrewklickner@hotmail.com,,Web Form Fillout
82333,,David Sacks,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors,david.sacks@fidelity.com,,
11153674,Inactive Investor,Patricia Chambers,Private Banker;Private Client Services;Senior Vice President,"City National Securities, Inc. New York NY 400 Park Ave",,,Salesforce
10925148,Inactive Investor,Scott Friar,,J.P. Morgan Securities LLC Denver CO 1455 16th St,scott.friar@jpmorgan.com,,Salesforce
10760497,Inactive Investor,Brentley Jones,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",brent.jones@truist.com,,Salesforce
343731,,Vicki Courtney,,Sjhl Financial Group,vcourtney@sjhl.com,620-241-1826,Manual List Upload
11115891,Inactive Investor,Charles Boniface,,"Avantax Investment Services, Inc. Parsippany NJ 1711 US Hwy 46",,,Salesforce
10778170,Inactive Investor,Angela Leister,Executive Director,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,angela.n.leister@jpmorgan.com,,Salesforce
11228749,Inactive Investor,Schuyler Grey,,D.A. Davidson & Co. Colorado Springs CO 121 S Tejon St,,,Salesforce
11077682,Inactive Investor,Robert Bushway,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9560573,,Robert Schaefer,,,rschaefer@ofgltd.com,,List import
11208554,Inactive Investor,Robert Newman,Financial Advisor,Park Avenue Securities LLC Miami FL 2 S Biscayne Blvd,robert_newman@glic.com,,Salesforce
11020228,Inactive Investor,Evan Knight,,LPL Financial LLC Mcpherson KS 200 S Main St,evan.knight@lpl.com,,Salesforce
9541554,,Olga Ivanova,,,lottoplaza@mail.ru,,List import
5064744,,dara yut,,,sarejig735@lidely.com,,Web Form Fillout
10954879,Inactive Investor,Susan Dawson,Broker;Chief Compliance Officer;Managing Member,"Triumph Financial Advisors, LLC North Kansas City MO 1014 E 23rd Ave",,,Salesforce
11168514,Inactive Investor,Ronyaunas Tharpe,,"American Fidelity Securities, Inc.",ron.tharpe@americanfidelity.com,,Salesforce
11063127,Inactive Investor,Daniel Abraham,,"Second Line Capital, LLC",,,Salesforce
10809318,Inactive Investor,Kenneth Hanley,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Coeur D Alene ID 2100 Northwest Blvd",,,Salesforce
11190471,Inactive Investor,Abbas Toushkan,,"Wells Fargo Clearing Services, LLC Calabasas CA 23701 Calabasas Rd",arad.toushkan@wellsfargo.com,,Salesforce
10880333,Inactive Investor,William Duggins,,LPL Financial LLC Newport Beach CA 4695 Macarthur Ct,bill.duggins@lpl.com,,Salesforce
11260813,Inactive Investor,Abigail Mcgrath,,J.P. Morgan Securities LLC,,,Salesforce
11132808,Inactive Investor,Timothy Schumacher,,"Hornor, Townsend & Kent, LLC Hays KS 1001 Milner St",tschumacher@htk.com,,Salesforce
9544707,,Arin Moradian,,,amoradian@ft.newyorklife.com,,List import
10920294,Inactive Investor,Zain Khan,Senior Investment Advisor,TD Private Client Wealth LLC Vienna VA 1919 Gallows Rd,zain.khan@td.com,,Salesforce
11204807,Inactive Investor,Victor Monegro,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",victor.monegro@nm.com,,Salesforce
159693,,Junke Zhang,,[Unknown],1005791646@qq.com,,Paid Social
10606808,,Benjamin Connard,"Member, Partner, Portfolio Manager",Eagle Ridge Investment Management LLC,b.connard@eagleridgeinvestment.com,203-227-4515,
215974,,Jeffry Brigman,,[Unknown],jeff@mnymgr.com,,source
227370,,Lee Bowman -,,Lee Bowman [[Unknown]],leebo1414@aol.com,,Direct
11171151,Inactive Investor,Matthew Slater,,"RP Slater Financial Management, LLC",,,Salesforce
10975679,Inactive Investor,Garret Ogaz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10955577,Inactive Investor,Rohit Singh,Chief Compliance Officer;Chief Executive Officer;Managing Member,Hexeum Capital,,,Salesforce
337593,,Alf Brahde,Director,Oceanic Investment Management Limited,ab@tuftonoceanic.com, -4663734,Manual List Upload
11153618,Inactive Investor,Vincent Armand,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,vincent.armand@fmr.com,,Salesforce
11018656,Inactive Investor,Jesse Ruggiere,,"Alexander Capital, L.P.",jmruggiere@alexandercapitallp.com,,Salesforce
10781017,Inactive Investor,Allen Norton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,allen.norton@fidelity.com,,Salesforce
10990414,Inactive Investor,Jaime Benavides,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,jaimealbertobenavides@primerica.com,,Salesforce
9633816,,Mario Cerasuolo,,,supermaachaz@aol.com,,List import
11181797,Inactive Investor,Stefania Aksnowicz,,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",stefania.aksnowicz@tfaconnect.com,,Salesforce
10763584,Inactive Investor,Emilio Harris,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",mill.harris@wellsfargoadvisors.com,,Salesforce
10844282,Inactive Investor,Eduardo Gomez,,Goldman Sachs & Co.,,,Salesforce
10866568,Inactive Investor,Bryan Schmeling,Financial Consultant,Thrivent Investment Management Inc. North Scituate RI 26 Hartford Pike,bryan.schmeling@thrivent.com,,Salesforce
10806723,Inactive Investor,Nima Zahir,,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,nima.zahir@morganstanley.com,,Salesforce
11169591,Inactive Investor,Dung Quach,,Fidelity Brokerage Services LLC,,,Salesforce
10788072,Inactive Investor,Curtis Kelley,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,curtis.kelley@fidelity.com,,Salesforce
11141976,Inactive Investor,Blake Linsea,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",blake.linsea@schwab.com,,Salesforce
9641919,,Paul Krsek,,,paul@5tqcapital.com,,List import
10789375,Inactive Investor,Randy Fowler,,PFS Investments Inc. Miami FL 13501 SW 128th St,randy.fowler@primerica.com,,Salesforce
11217327,,John Zezini,,,john.zezini@lpl.com,,Other
11135027,Inactive Investor,Joseph Mushel,Financial Advisor,LPL Financial LLC Whitefish MT 913 Wisconsin Ave,joe.mushel@lpl.com,,Salesforce
10904615,Inactive Investor,Samantha Brace,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,samantha.brace@fidelity.com,,Salesforce
147852,,Dan Tobin,,[Unknown],danieltobin3@gmail.com,,Other
10902118,Inactive Investor,Brandon Hill,Private Client Advisor,J.P. Morgan Securities LLC Mount Dora FL 18925 US Hwy 441,brandon.g.hill@jpmorgan.com,,Salesforce
10875030,Inactive Investor,John Weeks,Financial Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",jweeks@financialguide.com,,Salesforce
9558107,,Lily D'Gama,,,ldgama@echelonpartners.com,,List import
9567310,,Aaron Stratton,,,aaron.stratton@fidelity.com,,List import
11103471,Inactive Investor,Maria Wright,Owner;Secretary;Treasurer;Vice President,"Retirement Specialty Group, Inc.",maria@retirementspecialtygroup.com,,Salesforce
10795383,Inactive Investor,Timothy Wade,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley La Jolla CA 1111 Prospect St,tim.wade@morganstanley.com,,Salesforce
10615084,,Andrew Atlas,"Financial Advisor, Senior Vice President",,andrew.atlas@morganstanley.com,,List Import
11137232,Inactive Investor,Jennifer O'Sullivan,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
110092,,harold chotiner,,none,hccsrc@yahoo.com,7758256614,
9629257,,SH Choi,,,shc3074@gmail.com,,List import
10951299,Inactive Investor,Taylor Vowles,Financial Advisor,Drive Wealth Advisers,,,Salesforce
9622902,,Maurice Carreno,,,maurice.carreno@gmail.com,,List import
10776799,Inactive Investor,Bruno Pellegrini,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,bruno.a.pellegrini@chase.com,,Salesforce
11183625,Inactive Investor,Michael Jeffords,,"Allstate Financial Services, LLC Florence SC 1333 S Irby St",michaeljeffords@allstate.com,,Salesforce
9602331,,Andrew Trask,,,andrew.trask@verizon.net,,List import
9583336,,Gwen Straley,,,gstraley@3rdcreek.com,,List import
10659629,,Mark Lockyer,,,mark.lockyer@fidelity.com,,List Import
11084418,Inactive Investor,Lon Henderson,Chairman;Founder;Partner;Principal Partner,"Soltis Investment Advisors, LLC",,,Salesforce
47323,,Robert Boone,Financial Associate,Thrivent Investment Management Inc.,robert.boone@thrivent.com,913-897-3895,
10917486,Inactive Investor,Alex Ginnell,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",alexg@stifel.com,,Salesforce
9541791,,Adebayo kayode John,,,adebayok302@gmail.com,,List import
11004769,Inactive Investor,Herbert Berry,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,hberry@primerica.com,,Salesforce
10991158,Inactive Investor,Keri Needham,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10973163,Inactive Investor,Jordan Fischer,,"Regulus Financial Group, LLC",,,Salesforce
9620791,,Jeroen Seghers,,,newsletters@upnext.in,,List import
10489765,,Matthew Cooper,"Partner, President","Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",mcooper@bpwealthadvisors.com,,List Import
10792969,Inactive Investor,Vanessa Schmidt,,Goldman Sachs & Co.,vanessa.schmidt@gs.com,,Salesforce
9581806,,David Barel,,,dvdbarel@hotmail.com,,List import
11233609,Inactive Investor,Ryan Chapman,Financial Professional,"CUSO Financial Services, L.P. Castle Rock CO 714 S Perry St",,,Salesforce
11178331,Inactive Investor,William Richburg,,PFS Investments Inc. Valdosta GA 304 Janet St,william.richburg@primerica.com,,Salesforce
9633722,,Cheick Sedic Isdine Touré,,,isdinecheick@gmail.com,,List import
11174566,Inactive Investor,Sidney Prepetit,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",sidney.prepetit@schwab.com,,Salesforce
10910688,Inactive Investor,Courtney Joyner,Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,courtney.joyner@morganstanley.com,,Salesforce
11161747,Inactive Investor,Jeremy Zeitler,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,jeremy.zeitler.kbzz@statefarm.com,,Salesforce
11043491,Inactive Investor,Nicholas Kapetanos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",nicholas.kapetanos@ml.com,,Salesforce
10772111,Inactive Investor,William Saperston,Financial Advisor;Senior Vice President,Morgan Stanley Buffalo NY 50 Fountain Plz,scott.saperston@morganstanley.com,,Salesforce
220015,,Scott Grant,,[Unknown],grantsd@gmail.com,,
10943851,Inactive Investor,Ronald Edwards,,Fidelity Brokerage Services LLC,,,Salesforce
9580552,,Glenn Duffy,,,glenn.duffy@steelecreek.com,,List import
238139,, -,,[[Unknown]],aaron@kindredteam.com,,Organic Search
10782208,Inactive Investor,Kevin Wells,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kevin.wells@ubs.com,,Salesforce
238496,,carney@carneymalone.com prochera,,[Unknown],carney@carneymalone.com,,
10850051,Inactive Investor,Roy Alexander,,"Capitol Securities Management, Inc. Springfield VA 8134 Old Keene Mill Rd",ralexander@capitolsecurities.com,,Salesforce
11213461,Inactive Investor,Paula Whitehead,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",paula.whitehead@tfaconnect.com,,Salesforce
10975765,Inactive Investor,Karen Brown,,"American Fidelity Securities, Inc.",karen.brown@af-group.com,,Salesforce
10612632,,Maximus Disesa,Financial Advisor,,max.disesa@ampf.com,,List Import
11032916,Inactive Investor,Larry Thorpe,,"MML Investors Services, LLC Salt Lake City UT 746 E Winchester St",lbthorpe@financialguide.com,,Salesforce
11147234,Inactive Investor,Jared Sanborn,,"Wells Fargo Clearing Services, LLC Naples FL 2470 Vanderbilt Beach Rd",jared.sanborn@wellsfargo.com,,Salesforce
11145136,Inactive Investor,Ronald Moskala,Senior Vice President,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",rmoskala@financialguide.com,,Salesforce
11022309,Inactive Investor,Joshua Fickett,,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,joshua.fickett@primerica.com,,Salesforce
11127019,Inactive Investor,Evan Marlatt,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
10768354,Inactive Investor,Thomas Plowden,Financial Advisor,"Wells Fargo Clearing Services, LLC Augusta GA 1 10th St",tom.plowden@wellsfargoadvisors.com,,Salesforce
10891416,Inactive Investor,Michael Boggio,,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",michael.boggio@schwab.com,,Salesforce
9575604,,Frank Bamberger,,,fbamberger@nyc.rr.com,,List import
9634145,,Jacob Pickle,,,jacob.pickle@gmail.com,,List import
10859134,Inactive Investor,David Butler,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,david.butler@primerica.com,,Salesforce
9542845,,Louis Silva,,,llsilva2398@gmail.com,,List import
371164,,Robert Statler,,United States,drbobstatler@gmail.com,,source
10793027,Inactive Investor,Benjamin Waller,Senior Wealth Advisor;Shareholder;Wealth Advisor,"WBH Advisory, Inc.",bwaller@wbhadvisory.com,,Salesforce
11195034,Inactive Investor,Thomas Cronin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",thomas_cronin@ml.com,,Salesforce
10779920,Inactive Investor,Joseph Stannard,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield IL 611 E Monroe St",joseph_stannardii@ml.com,,Salesforce
9601081,,James Young,,,james.young@trilogyfs.com,,List import
9552730,,Dale Roshek,,,roshek.dale@principal.com,,List import
9597771,,Sivanandan Navaratnam,,,sivnavaras@gmail.com,,List import
10879383,Inactive Investor,Michael Breen,,"TIAA-CREF Individual & Institutional Services, LLC",michael.breen@tiaa.org,,Salesforce
9633710,,Vijay Patel,,,vpatel3930@aol.com,,List import
11049706,Inactive Investor,Alan Chen,Branch Relationship Banker;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Rowland Heights CA 17799 Colima Rd",alan.chen@wellsfargoadvisors.com,,Salesforce
11038212,Inactive Investor,Tammra Crossett,,PFS Investments Inc. Layton UT 1992 W Antelope Dr,tcrossett@primerica.com,,Salesforce
10901560,Inactive Investor,Tara Campbell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10616328,,Jeffrey Beck,,,jeffrey.beck@ml.com,,List Import
231465,, -,,[[Unknown]],kellysails@hotmail.com,,
10911935,Inactive Investor,Stephanie Speer,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,,,Salesforce
10814429,Inactive Investor,Jerry Bass,,"Raymond James Financial Services, Inc. Edmond OK 2964 Via Esperanza",jerry.bass@raymondjames.com,,Salesforce
11129248,Inactive Investor,Tawni Hill,,"Farmers Financial Solutions, LLC Keller TX 234 S Main St",,,Salesforce
11135922,Inactive Investor,Kevin Bragg,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10941596,Inactive Investor,Gabriel Walker,Investment Advisor Representative,"Osaic Wealth, Inc. Littleton CO 14 W Dry Creek Cir",,,Salesforce
9639540,,Edward Lee,,,edwardlee@leitmotiv.hk,,List import
11151734,Inactive Investor,Colin Luke,Financial Advisor,LPL Financial LLC Roswell GA 2503 Macy Dr,colin.luke@lpl.com,,Salesforce
10793393,Inactive Investor,Richard Grover,,PFS Investments Inc. Tampa FL 5410 Mariner St,richard.grover@primerica.com,,Salesforce
235020,, -,,[[Unknown]],atula_1@hotmail.com,,
10845486,Inactive Investor,Lucas Hadzima,Head - Financial Planning;Managing Director,Citigroup Global Markets Inc.,,,Salesforce
9566268,,Rob Hoffman,,,robert.hoffman@citi.com,,List import
11053568,Inactive Investor,Robert Sullivan,Chief Compliance Officer;Financial Advisor;Principal,"Yankee Investor, LLC",robert.sullivan@yankeeinvestor.com,,Salesforce
10917132,Inactive Investor,Megan Resch,,LPL Financial LLC Morristown NJ 305 Madison Ave,megan.resch@lpl.com,,Salesforce
348305,,Joel Oldham,"Senior Vice President, owner","J. L. Bainbridge & Co., Inc.",joel@jlbainbridge.com,941-365-3435,Manual List Upload
11033883,Inactive Investor,Tracy Saylor,,"Empower Financial Services, Inc Westminster MD 2425 Coon Club Rd",tracy.saylor@empower.com,,Salesforce
11010668,Inactive Investor,Matthew Leidlein,,RCM Securities,,,Salesforce
10884228,Inactive Investor,Andrea Mcgee,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
11025516,Inactive Investor,Gerry Suner,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,gerry.suner@primerica.com,,Salesforce
10615275,,Jeffrey Ohl,"Financial Advisor, Senior Vice President",,jeffrey.ohl@morganstanley.com,,List Import
9576980,,Joy Jebanesan,,,acc.joyroshan87@gmail.com,,List import
11103171,Inactive Investor,Alexander Croy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",alexander.croy@ml.com,,Salesforce
10801587,Inactive Investor,Andrew LaMar,,"Raymond James Financial Services, Inc. Auburn AL 822 N Dean Rd",andrew.lamar@raymondjames.com,,Salesforce
10919479,Inactive Investor,William Moore,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
9616378,,Billy Bambrough,,,billy@billybambrough.com,,List import
9557306,,Arnie Austria,,,arnaustria@sagepointadvisor.com,,List import
11041317,Inactive Investor,Kimberly Debusk,Financial Advisor,LPL Financial LLC Yorktown VA 501 Village Ave,kim.debusk@lpl.com,,Salesforce
10808799,Inactive Investor,Pratik Jhaveri,Financial Planning Specialist,"Stifel, Nicolaus & Company, Incorporated",jhaverip@stifel.com,,Salesforce
9562769,,Gonzalo Jaume,,,gjaume@actinversecurities.com,,List import
10925924,Inactive Investor,Dylan Banzer,,Fidelity Brokerage Services LLC,,,Salesforce
10951937,Inactive Investor,Marcus Hunnicutt,,J.P. Morgan Securities LLC Santa Maria CA 2200 S Broadway,marcus.hunnicutt@chase.com,,Salesforce
9613539,,Dane Poyzer,,,dane@poyzer.net,,List import
10837468,Inactive Investor,Angela Dyches,Chief Compliance Officer;President,"CPA Investment Solutions, Inc.",angie@cpafinancialsolutions.com,,Salesforce
11206612,Inactive Investor,Christopher Pazienza,,LPL Financial LLC Lexington MA 33 Bedford St,c.pazienza@lpl.com,,Salesforce
10799981,Inactive Investor,Kenneth Schenden,First Vice President - Investments,"Raymond James & Associates, Inc. Rochester MI 251 Diversion St",kenneth.schenden@raymondjames.com,,Salesforce
11061491,Inactive Investor,Jeremy Falcone,,Goldman Sachs & Co.,,,Salesforce
11211103,Inactive Investor,Katherine Redman,Financial Advisor,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",katherine.redman@wellsfargoadvisors.com,,Salesforce
11176739,Inactive Investor,Dennis Holliman,,"Silver Oak Securities, Incorporated Columbus MS 2500 Military Rd",,,Salesforce
10930064,Inactive Investor,Matthew Rauen,,LPL Financial LLC Grand Junction CO 205 N 4th St,matthew.rauen@lpl.com,,Salesforce
10759426,Inactive Investor,Mark Sullivan,,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
11120597,Inactive Investor,Daniel Garcia-Guevara,,J.P. Morgan Securities LLC Des Plaines IL 1590 Lee St,daniel.garcia-guevara@chase.com,,Salesforce
10603859,,John Allison,"Chairman, Chief Executive Officer, Chief Investment Officer, Founder",Unio Capital LLC,john.allison@uniocapital.com,,List import
11037619,Inactive Investor,Phillip Lassiter,,Park Avenue Securities LLC Virginia Beach VA 272 Bendix Rd,,,Salesforce
11106922,Inactive Investor,John Duggan,Chief Compliance Officer;Managing Member,"Arlen Wealth Management, LLC",jduggan@arlenwealthmanagement.com,,Salesforce
11031321,Inactive Investor,Cynthia Graves,Financial Advisor,Edward Jones Grand Junction CO 683 Horizon Dr,cindi.graves@edwardjones.com,,Salesforce
10926811,Inactive Investor,Melissa Briley,Paraplanner,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",melissa.briley@ampf.com,,Salesforce
11038279,Inactive Investor,Jeffrey Heveroh,Financial Advisor,Commonwealth Financial Network Saint Louis MO 3770 S Lindbergh Blvd,jheveroh@commonwealth.com,,Salesforce
10996237,Inactive Investor,Rachel Nelliot,,"Charles Schwab & Co., Inc.",rachel.kelley@schwab.com,,Salesforce
113273,,Gerald Koler,,"SagePoint Financial, Inc.",gkoler@sagepointadvisor.com,440-884-7042,
9569915,,Mark Rogers,,,mrogers@veritionfund.com,,List import
11205944,Inactive Investor,Marnie Nebeker,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",marnie.nebeker@raymondjames.com,,Salesforce
10606548,,Deborah Richin,"Financial Advisor, First Vice President, Senior Portfolio Manager",UBS Financial Services Inc.,deborah.richin@ubs.com,201-441-4091,List Import
11189684,Inactive Investor,Michael Wulff,,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",michael.wulff@nm.com,,Salesforce
10802372,Inactive Investor,Kenneth Meyers,Managing Director - Private Wealth Management,Robert W. Baird & Co. Incorporated Grass Valley CA 360 Sierra College Dr,kmeyers@rwbaird.com,,Salesforce
9548394,,Kyle Armour,,,kylearmour@gmail.com,,List import
11140356,Inactive Investor,Ramon Lopez,Financial Advisor,Edward Jones Park Ridge IL 1300 Higgins Rd,rj.lopez@edwardjones.com,,Salesforce
372948,,Paul Geevarghese,,[Unknown],paulgeevarghese@gmail.com,,source
9598903,,Andris P,,,gyengea.cellissimo@gmail.com,,List import
10867223,Inactive Investor,Casey Weeks,,"OneAmerica Securities, Inc. Brentwood TN 1616 Westgate Cir",casey.weeks@oneamerica.com,,Salesforce
10839698,Inactive Investor,Jacob Harper,,"Truist Investment Services, Inc. Knoxville TN 900 S Gay St",jacob.harper@truist.com,,Salesforce
11094925,Inactive Investor,Michael Barrett,Investment Advisor Representative,"Good Life Advisors, LLC Lewisburg PA 776 Bull Run Xing",michael.barrett@goodlifefa.com,,Salesforce
11125979,Inactive Investor,Lisa Dobbs,,State Farm VP Management Corp. Atlanta GA 2475 Paces Ferry Rd SE,lisadobbs@statefarm.com,,Salesforce
11260760,Inactive Investor,Carl Vestberg,,Evercore Group L.L.C.,,,Salesforce
11090148,Inactive Investor,Timothy Maiefski,Senior Wealth Advisor,"Foothills Advisors, LLC",,,Salesforce
11091163,Inactive Investor,Braden Krebs,Financial Advisor,Edward Jones Aurora OH 278 E Garfield Rd,brady.krebs@edwardjones.com,,Salesforce
10606667,,Peter Smith,Senior Investment Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",peter.r.smith@ml.com,203-254-6977,List Import
11029532,Inactive Investor,Karen Purvis,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 4455 Morena Blvd",karen.m.purvis@ampf.com,,Salesforce
9637546,,Jamil McNeal,,,jamil.mcneal@guidestone.org,,List import
10766186,Inactive Investor,Daniel Cochran,Financial Advisor;Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,daniel.cochran@morganstanley.com,,Salesforce
11127867,Inactive Investor,John Bruns,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,john.bruns@fidelity.com,,Salesforce
10983901,Inactive Investor,Daniel Brown,Director - Investment Management;Senior Wealth Advisor,"Richardson Capital Management, LLC",dan@richardson-financial.com,,Salesforce
11165508,Inactive Investor,Randall Raskin,,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
11120808,Inactive Investor,Colton Clevenger,Relationship Banker,J.P. Morgan Securities LLC Charlotte NC 13733 Conlan Cir,colton.r.clevenger@chase.com,,Salesforce
8480496,,Christian Ulrich,,Invesco,christian.ulrich@invesco.com,,List Import
10825172,Inactive Investor,Matthew Hagans,Senior Client Associate,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",matthew.hagans@wellsfargoadvisors.com,,Salesforce
10846273,Inactive Investor,Timothy Roman,Financial Professional,"Equitable Advisors, LLC Stevens Point WI 100 Bremmer St",timothy.roman@equitable.com,,Salesforce
1002083,Inactive Investor,Brandon Small,CIO,PrideCo Capital Management,bsmall@prideco.com, +1 612 392 6562,
11210794,Inactive Investor,Gustavo Laguarda,,"Truist Investment Services, Inc. Great Falls VA 9915 Georgetown Pike",gus.laguarda@truist.com,,Salesforce
10979476,Inactive Investor,Sophie Mohajerani,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,sophie_mohajerani@vanguard.com,,Salesforce
10840875,Inactive Investor,Sarah Simmer,Senior Wealth Advisor,Heritage Wealth Advisors,ssimmer@heritagewealth.net,,Salesforce
11189285,Inactive Investor,Laleh Hakimi,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Los Angeles CA 10880 Wilshire Blvd",laleh.hakimi@mutualofomaha.com,,Salesforce
11071596,Inactive Investor,David Nelson,Chief Compliance Officer;Managing Member;President;Shareholder,"Daniels & Erickson Financial Advisors, LLC",davidn@danielserickson.com,,Salesforce
11102223,Inactive Investor,Bryce Williby,Financial Advisor,"Osaic Wealth, Inc. Lincoln NE 7431 O St",,,Salesforce
11212180,Inactive Investor,Richard Dempsey,,LPL Financial LLC Avon OH 2100 Center Rd,richard.dempsey@lpl.com,,Salesforce
10855837,Inactive Investor,Steven Handeland,Financial Representative,"Principal Securities, Inc. Grand Rapids MI 3196 Kraft Ave SE",handeland.steve@principal.com,,Salesforce
10969280,Inactive Investor,Frank Castillo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11194238,Inactive Investor,Sharmeen Lakhani,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",sharmeen.lakhani@tiaa.org,,Salesforce
11233478,Inactive Investor,Henry Bashore,,Hilltop Securities Inc.,,,Salesforce
11195950,Inactive Investor,Dana Riley,,"Sunbelt Securities, Inc. Dallas TX 12740 Hillcrest Rd",dana.riley@sunbeltsecurities.com,,Salesforce
207162,,Suriyawong Phonchai,,[Unknown],sphonchai@my.com,,
9624784,,Peter Robinson,,,robinpd48@gmail.com,,List import
10806025,Inactive Investor,Monica Whitney,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,mwhitney@focusfinancial.com,,Salesforce
368040,,Thomas Paschal,Investor,,fulltimn2@aol.com,14074143815,Webinar
10797525,Inactive Investor,Phillip Evans,Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,pevans@sovereigngrp.com,,Salesforce
9542386,,Rick Stein,,,ricksteinadvisor@outlook.com,,List import
9570375,,Mccrary Lowe,,,mlowe@gibraltar-capital.com,,List import
345830,,Herron Weems,Director,"Beacon Street Capital, Llc",hweems@beaconstreetcapital.com,770-984-5433,Manual List Upload
10656149,,Maureen Walsh,,,maureen.walsh@fidelity.com,,List import
11142318,Inactive Investor,Robert Blough,,Cetera Financial Specialists LLC Houston PA Private Residence,robert.blough@ceterafs.com,,Salesforce
10903002,Inactive Investor,Michelle Catano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11024267,Inactive Investor,Bruce Crepea,Vice President;Wealth Management Consultant,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",bruce.crepea@rbc.com,,Salesforce
10906376,Inactive Investor,Mark Candler,Wealth Management Advisor,Maia Wealth,mark@maiawealth.com,,Salesforce
10948874,Inactive Investor,James Bergis,Financial Advisor,Authentikos Wealth Advisory LLC,james@regentwm.com,,Salesforce
10998606,Inactive Investor,Andrea Magers,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,andreamagers@statefarm.com,,Salesforce
10783971,Inactive Investor,Barry Gottfried,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11087794,Inactive Investor,Jonathan Uffelman,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Birmingham MI 139 S Old Woodward Ave",,,Salesforce
11229076,Inactive Investor,John Romero,,"Equity Services, Inc. Irvine CA 20 Executive Park",,,Salesforce
9567978,,Rea Abaniel,,,rabaniel@gmail.com,,List import
10914573,Inactive Investor,Tadahiro Meya,Financial Advisor,Edward Jones Mililani HI 95-1095 Ainamakua Dr,tadahiro.meya@edwardjones.com,,Salesforce
11203121,Inactive Investor,Brandon Hoy,,Vanguard Marketing Corporation,brandon_hoy@vanguard.com,,Salesforce
11135695,Inactive Investor,Jon Bostrom,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pasadena CA 300 N Lake Ave",bostromj@stifel.com,,Salesforce
10646222,,Stephen Branston,,,stephen.branston@morganstanley.com,,List Import
338178,,Jose Maya,"Director Of Statetrust Group, Llc","Statetrust Capital, Llc.",jmaya@statetrust.com,305-921-8100,Manual List Upload
10965680,Inactive Investor,Sean Twohig,Financial Advisor,"Osaic Wealth, Inc. Appleton WI W6240 Communication Ct",,,Salesforce
10902748,Inactive Investor,Joseph Estes,Associate;Client Advisor,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",marshall.estes@alex-brown.com,,Salesforce
344920,,Yvonne Chen,Financial Planning Analyst,Ridgeback Capital Management,ychen@ridgebackcm.com,713-667-4026,Manual List Upload
10793011,Inactive Investor,Paul Gerry,Member;Partner,"Gray Private Wealth, LLC",pgerry@gggcpas.com,,Salesforce
10615352,,Jimmy Janeczek,Financial Advisor,,jimmy.janeczek@morganstanley.com,,List Import
9630028,,Steve Guilkey,,,sguilkey@ohiolaborers.com,,List import
11010990,Inactive Investor,Krista Krisl,,PFS Investments Inc. Coraopolis PA 246 Moon Clinton Rd,,,Salesforce
235360,, -,,[[Unknown]],hiroyuki@cygn.com,,Organic Search
11035572,Inactive Investor,Thomas Merriott,,"American Fidelity Securities, Inc.",,,Salesforce
9632998,,James Maloney,,,jmaloney@beachpointcapital.com,,List import
9576730,,Charles Forgason,,,cforgason@capital-invest.com,,List import
11239000,Inactive Investor,Joshua Kaye,,Investors Diversified Realty,jak@idrfof.com,,Salesforce
10942339,Inactive Investor,Taurean Stephens,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10968956,Inactive Investor,Richard Westover,,"Osaic Wealth, Inc. Greensboro NC 1301 W Wendover Ave",,,Salesforce
10505123,,Patrick Davis,"VP, FINANCIAL ADVISOR",WILLIAMSON FINANCIAL MANAGEMENT GROUP,pdd@wf-mg.com,3142147747,List Import
11076315,Inactive Investor,Michael Simpson,Financial Advisor,Edward Jones Winston Salem NC 3288 Robinhood Rd,michael.simpson@edwardjones.com,,Salesforce
11186125,Inactive Investor,Kimberly Figenbaum,,B. Riley Wealth Management Boston MA 10 Post Office Sq,kfigenbaum@brileywealth.com,,Salesforce
11095812,Inactive Investor,Amandeep Singh,Associate Advisor,Equanimity Financial Partners,amandeep@equanimityfinancial.com,,Salesforce
10948425,Inactive Investor,Abbey Mavropoulos,,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",abbey.mavropoulos@ampf.com,,Salesforce
337840,,Dawn Schoppner,Controller,"Two Sigma Investments, Lp",dawn.schoppner@twosigma.com,212-625-5700,Manual List Upload
10921021,Inactive Investor,Anita Fong-Chao,Financial Advisor,Commonwealth Financial Network Roseville CA 919 Reserve Dr,afong-chao@commonwealth.com,,Salesforce
10998925,Inactive Investor,Cynthia Scurry-Brooklin,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,cscurry-brooklin@primerica.com,,Salesforce
10834677,Inactive Investor,Douglas Lawrence,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Shreveport LA 6105 Line Ave",douglas.lawrence@ampf.com,,Salesforce
9589543,,Dunstan leon Francis robert,,,dunstan3707@gmail.com,,List import
11104933,Inactive Investor,James Dean,,"Raymond James Financial Services, Inc. Wilmington NC 5129 Oleander Dr",james.dean@raymondjames.com,,Salesforce
9567715,,Timothy Kade,,,timothykade@gmail.com,,List import
10854693,Inactive Investor,Thomas McCarthy,,Lincoln Investment Tewksbury MA 30 International Pl,tmccarthy@lincolninvestment.com,,Salesforce
11200855,Inactive Investor,Douglas Degain,Owner,Douglas William DeGain,,,Salesforce
11089889,Inactive Investor,Laura Barnes,,"Moloney Securities Co., Inc. Winterset IA 56 E Court Ave",lbarnes@moseco.com,,Salesforce
225521,,Glenn -,,Na,glenngoetzinger@icloud.com,,Initial Salesforce Import
10784093,Inactive Investor,Edward Velasquez,Financial Advisor,Edward Jones Midlothian VA 15516 Westchester Commons Way,edward.velasquez@edwardjones.com,,Salesforce
9628647,,Ermak Villegas,,,ermakmtz1@hotmail.com,,List import
219143,,Chase Goldsborough,,[Unknown],chase.goldsborough@lmunet.edu,,
11154869,Inactive Investor,Frank Canady,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",clay.canady@wellsfargoadvisors.com,,Salesforce
11014609,Inactive Investor,Nicholas Simoncini,,Hilltop Securities Inc. New York NY 485 Madison Ave,,,Salesforce
11168091,Inactive Investor,Jillian Godoy,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,j.godoy@ubs.com,,Salesforce
10795990,Inactive Investor,Mary Robertson,,"Cadaret, Grant & Co., Inc. Marion NY 3667 Countryside Ln",mrb@ae.cadaretgrant.com,,Salesforce
10807968,Inactive Investor,David Sattler,,"Raymond James Financial Services, Inc. Toledo OH 6012 Renaissance Pl",david.sattler@raymondjames.com,,Salesforce
9543783,,Vivian Liu,,,vivian.liu@fmr.com,,List import
227350,, -,,[Unknown],rmurthy2000@yahoo.com,,
11210675,Inactive Investor,Jose Aguilera,,J.P. Morgan Securities LLC Downey CA 8997 Apollo Way,jose.aguilera@jpmorgan.com,,Salesforce
5401205,,Anna iytitiyki,,,papagew403@diratu.com,,Web Form Fillout
10996642,Inactive Investor,Shelly McEown,,LPL Financial LLC Sterling Heights MI 37070 Mound Rd,shelly.mceown@lpl.com,,Salesforce
10891445,Inactive Investor,Gabriella Richard,Investment Advisor Representative,LPL Financial LLC Portland OR 6400 SE Lake Rd,gabriella.richard@lpl.com,,Salesforce
343016,,Hamish Cameron,Operating Partner,"Sv Health Investors, Llc",tspires@svhealthinvestors.com,617-367-8100,Manual List Upload
321815,,ken kornbluh,,Kambio Partners,ken@kambiopartners.com,,Manual List Upload
9591276,,Doug Sonnenshein,,,doug.sonnenshein@gmail.com,,List import
11204514,Inactive Investor,Sharon Cruz,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shcruz@tiaa-cref.org,,Salesforce
11082466,Inactive Investor,Ting Lee,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,timmy.lee@citi.com,,Salesforce
10648335,,Christopher Lalli,,,christopher.lalli@fmr.com,,List Import
9639158,,Ronnie Wu,,,rwu@penjing-am.com,,List import
10845545,Inactive Investor,Steven Brown,,Capital Synergy Partners Skokie IL 5750 Old Orchard Rd,sbrown@capitalsynergypartners.com,,Salesforce
59902,,Tony Dubose,"Manager, CIO","Lwm Advisory Services, Llc",tony.dubose@lwmfl.com,954-474-7100,Manual List Upload
10896793,Inactive Investor,Katherine Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10911061,Inactive Investor,Suzanne Chen,Chief Compliance Officer;Managing Member;Principal,Seen Consulting LLC Pleasanton CA 5990 Stoneridge Dr,info@seen-consulting.com,,Salesforce
11039288,Inactive Investor,Mira Bailey,Financial Services Professional,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,mira.bailey@morganstanley.com,,Salesforce
11260534,Inactive Investor,Vincent Jiovenetta,,Commonwealth Financial Network Islamorada FL 81681 Overseas Hwy,vjiovenetta@commonwealth.com,,Salesforce
10902338,Inactive Investor,Matthew Bulanchuk,Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,matthew.bulanchuk@morganstanley.com,,Salesforce
11204600,Inactive Investor,Andrew Barkes,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",andrew.barkes@nm.com,,Salesforce
9546569,,Wayne Gilbert,,,wgilbert@royalaa.com,,List import
11126142,Inactive Investor,Stephanie Carnes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10487520,,Stephanie Holden,,Morgan Stanley,stephanie.holden@morganstanley.com,,List Import
10972313,Inactive Investor,Indya Yuill,Managing Director;Partner,"Beacon Pointe Advisors, LLC Los Angeles CA 11601 Wilshire Blvd",iyuill@beaconpointe.com,,Salesforce
9555043,,Frederic Devinney,,,fdevinney@aicrep.com,,List import
9594405,,alireza delavari,,,alirezadelavari.dlv@gmail.com,,List import
10853038,Inactive Investor,Laurna Hartjames,,"International Assets Advisory, LLC Baton Rouge LA 8550 United Plaza Blvd",,,Salesforce
10862730,Inactive Investor,David Berish,President,The Dienekes Corporation,,,Salesforce
10695881,,Megan Thompson,,AllianceBernstein,megan.thompson@alliancebernstein.com,,List Import
11003172,Inactive Investor,Lindsey Marquis,,Edward Jones Higginsville MO 1721 Main St,,,Salesforce
10969709,Inactive Investor,Nickolas Angelo,,PFS Investments Inc. Tampa FL 14043 N Dale Mabry Hwy,nickolas.angelo@primerica.com,,Salesforce
10956069,Inactive Investor,Joshua Potts,,"Cambridge Investment Research, Inc. Bradenton FL 2025 Lakewood Ranch Blvd",,,Salesforce
11149960,Inactive Investor,Stephen Salley,Financial Advisor,LPL Financial LLC Fredericksburg VA 1009 Roberts Ct,stephen.salley@lpl.com,,Salesforce
10989113,Inactive Investor,Jacquelyn Hartman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jacquelyn_hartman@vanguard.com,,Salesforce
11091830,Inactive Investor,Hakan Kaya,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,hkaya@nb.com,,Salesforce
11145318,Inactive Investor,Huston Collison,Financial Advisor;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,keith.collison@morganstanley.com,,Salesforce
10929695,Inactive Investor,Kyle Bruskotter,,"Osaic Wealth, Inc. Kalida OH 106 W Main St",,,Salesforce
342984,,Trish Vedros,Controller,Ballew Advisors Inc,trishv@ballewwealth.com,601-368-3500,Manual List Upload
231523,, -,,[[Unknown]],chris@bloklabs.com,,
10906539,Inactive Investor,Chad Cornell,,"Osaic Wealth, Inc. Saint Petersburg FL Private Residence",,,Salesforce
10930455,Inactive Investor,Mario Molino,Financial Advisor,The Pinnacle Financial Group Melville NY 1 Huntington Quadrangle,,,Salesforce
9557095,,Douglas Spice,,,douglasspice@gmail.com,,List import
10826839,Inactive Investor,Robert Morse,Financial Consultant,Thrivent Investment Management Inc. Doylestown PA 350 S Main St,robert.morse@thrivent.com,,Salesforce
9605687,,Tyler Hackenberg,,,th@wmsplan.com,,List import
10903324,Inactive Investor,Kenneth Templeton,Chief Compliance Officer;Owner,"Ulta Wealth Management, LLC",kt@ultawealth.com,,Salesforce
10851463,Inactive Investor,Kyle Volkers,Financial Advisor,"Ameriprise Financial Services, LLC Farmersburg IN Private Residence",kyle.volkers@ampf.com,,Salesforce
9624133,,brett taylor,,,brett701@gmail.com,,List import
11025649,Inactive Investor,Patrick Garrity,,"M&A Securities Group, Inc. Nipomo CA Private Residence",pgarrity@securities-group.com,,Salesforce
1005319,Inactive Investor,Jason Barsema,President & Co-Founder,Jason Barsema,jason@haloinvesting.com,(408) 314-2031,3rd Party Lead Gen
9634228,,John Doe,,,john@sadas.com,,List import
43242,,Robert Madden,,"MML Investors Services, LLC",rmadden@massmutual.com,516-391-0300,
10908251,Inactive Investor,Zhengrong Pan,Financial Advisor,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",zhengrong.pan@prudential.com,,Salesforce
11016741,Inactive Investor,Matthew Dellasega,Relationship Manager,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",dellasega.matt@principal.com,,Salesforce
10656434,Inactive Investor,Andrew Marko,Complex Business Service Officer,Morgan Stanley Chicago IL 233 S Wacker Dr,andrew.marko@morganstanley.com,,List Import
10766402,Inactive Investor,Colby Staloch,Managing Director,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",,,Salesforce
10989463,Inactive Investor,Lillian Tran,,J.P. Morgan Securities LLC Las Vegas NV 9770 S Maryland Pkwy,lillian.tran@jpmorgan.com,,Salesforce
1001739,Inactive Investor,Kevin Goldstein,Chief Investment Officer,Vernal Point Advisors,kgoldstein@vernalpoint.com, +1 312 919 0406,
11154920,Inactive Investor,Mia McWorter,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
9552370,,Mark Dreslinski,,,markdreslinski@yahoo.com,,List import
231848,, -,,[[Unknown]],louhocynec@yahoo.com,,
11028922,Inactive Investor,Aaron Tesavis,,Arvest Wealth Management Bartlesville OK 100 SE Frank Phillips Blvd,atesavis@arvest.com,,Salesforce
10985937,Inactive Investor,Alberto Hurtado,,J.P. Morgan Securities LLC Roanoke TX 101 E State Hwy 114,,,Salesforce
10842887,Inactive Investor,William Barnes,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",billy.b.barnes@wellsfargoadvisors.com,,Salesforce
1003029,Inactive Investor,Dennis Zhang,,VitaData,dennis@vitadata.io,,3rd Party Lead Gen
10955393,Inactive Investor,Cameron White,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11206660,Inactive Investor,Matthew McDaniel,Financial Advisor,LPL Financial LLC Hopewell VA 309 N 6th Ave,matthew.mcdaniel@lpl.com,,Salesforce
10778013,Inactive Investor,Samuel Cannon,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",sam.cannon@wellsfargoadvisors.com,,Salesforce
10989784,Inactive Investor,Joseph Santillo,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,,,Salesforce
9600480,,Diane Zing,,,diane.zing@trilogyfs.com,,List import
9557284,,ÖMER FARUK ELLER,,,farukeller@gmail.com,,List import
11088015,Inactive Investor,Jacob Lusby,,"Raymond James Financial Services, Inc. Newark DE 287 E Main St",jacob.lusby@raymondjames.com,,Salesforce
9638453,,Michael Markarian,,,mmarkarian@humanesociety.org,,List import
11115405,Inactive Investor,Philip Bradshaw,Senior Vice President,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",philip.bradshaw@raymondjames.com,,Salesforce
8480530,,Tom Downes,,BTS Asset Management,tdownes@btsmanagement.com,(651) 587-5507,List Import
11056567,Inactive Investor,Nicholas Moore,Financial Advisor;Private Wealth Advisor,Morgan Stanley La Jolla CA 1250 Prospect St,nicholas.moore@morganstanley.com,,Salesforce
10619369,,Sean Moriarity,,,smoriarity@ftadvisors.com,,List Import
9568262,,Tyler Bolyard,,,tyler@elevatedpwa.com,,List import
11120551,Inactive Investor,Derek Gonzalez,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,,,Salesforce
11119464,Inactive Investor,Mark Fields,,First Liberties Financial,mfields@firstlibertiesfinancial.com,,Salesforce
11153428,Inactive Investor,Madhumita Yennawar,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,madhumita.yennawar@leerink.com,,Salesforce
9629376,,Azhar Mahmood,,,azharm87@yahoo.com,,List import
9554102,,Bhargavi Sunil,,,sunavipnl@gmail.com,,List import
10805900,Inactive Investor,Regan Jernigan,,"Raymond James & Associates, Inc.",regan.jernigan@raymondjames.com,,Salesforce
225297,,Rick Samuelson,,[Unknown],rksamuelson@msn.com,,Direct
11205434,Inactive Investor,Jeanna Lizzi,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",jeanna.lizzi@ml.com,,Salesforce
10827239,Inactive Investor,Eric Rupp,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,eric.rupp@fmr.com,,Salesforce
76670,,Jennifer Philbrick,Chief Compliance Officer,Four Tree Island Advisory Llc,jennifer@fourtreeislandadvisory.com,603-427-8053,Manual List Upload
10835036,Inactive Investor,Erik Drewes,,"American Capital Partners, LLC Jacksonville FL 301 W Bay St",edrewes@acpweb.com,,Salesforce
10662116,,Laura Chamness,,,lchamness@leelynsmith.com,,List Import
10861797,Inactive Investor,Hai Dao,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Cucamonga CA 7387 Day Creek Blvd",hai.dao@ml.com,,Salesforce
10985257,Inactive Investor,Nancy Martinez,,J.P. Morgan Securities LLC Modesto CA 3601 Pelandale Ave,,,Salesforce
10870673,Inactive Investor,Sarah Keister,Financial Advisor,Edward Jones Olympia WA 6541 Sexton Dr NW,sarah.gibson@edwardjones.com,,Salesforce
222831,,Carlos Sánchez,,Carlos SÃ¡nchez,carlos.sanchez@m2mconsultancy.com,,
10941907,Inactive Investor,Mandy Rubio,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,mrubio@primerica.com,,Salesforce
10834602,Inactive Investor,Deborah McKellar,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",deborah.j.mckellar@ampf.com,,Salesforce
11204046,Inactive Investor,Kevin Fauver,District Leader,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,kfauver@primerica.com,,Salesforce
11121340,Inactive Investor,Tana Rojchanakasetchai,,Edward Jones Phoenix AZ Private Residence,,,Salesforce
349870,,Derick Walters,Financial Advisor,Iht Wealth Management Llc,derick.walters@lpl.com,855-295-2828,Manual List Upload
10953377,Inactive Investor,Frojdi Jegeni,,J.P. Morgan Securities LLC New York NY 3 Times Sq,frojdi.jegeni@jpmorgan.com,,Salesforce
9546571,,William Guthreau,,,wguthreau@aicrep.com,,List import
11195776,Inactive Investor,Sotiros Polemenakos,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Jackson TX 210 Lake Rd",,,Salesforce
11034843,Inactive Investor,Jennifer Schrauder,Director;Financial Advisor;Partner;Senior Vice President,"Allegheny Investments, Ltd.",jschrauder@alleghenyfinancial.com,,Salesforce
11062936,Inactive Investor,Clayton Inderbitzen,Financial Advisor,Thrivent Investment Management Inc. Kutztown PA 102 Tomahawk Dr,clayton.inderbitzen@thrivent.com,,Salesforce
351279,,Caroline White,Portfolio Manager,Setanta Asset Management Ltd,caroline.white@setanta-asset.com,003-531-6124900,Manual List Upload
11046876,Inactive Investor,Connor Joe,,Morgan Stanley Irvine CA 1901 Main St,connor.joe@morganstanley.com,,Salesforce
9623823,,V R,,,vincejrocco@gmail.com,,List import
11156308,Inactive Investor,Michael Maher,,B. Riley Wealth Management Quakertown PA 136 Mill Rd,mmaher@brileywealth.com,,Salesforce
9565463,,Emanuel Zalants,,,emanuel.zalants@wfa.com,,List import
11121453,Inactive Investor,Anthony Lajeunesse,Wealth Management Advisor,Commonwealth Financial Network Southgate MI 13433 Reeck Ct,alajeunesse@commonwealth.com,,Salesforce
9559747,,Susan Beagle,,,susan.beagle@ccoinvest.com,,List import
222654,,Scott Smith,,[Unknown],scottpony@hotmail.com,,
9620521,,tatiana zalan,,,tzalan@aud.edu,,List import
40986,,Thomas Picone,,"MML Investors Services, LLC",tpicone@massmutual.com,914-366-8345,
9631191,,Julie Bennett,,,julieabennett11@gmail.com,,List import
11090053,Inactive Investor,Thomas Burk,,"Cambridge Investment Research, Inc. Littleton CO 9635 Silverberry Cir",,,Salesforce
11142432,Inactive Investor,Matthew Shull,Financial Advisor,"Pruco Securities, LLC. Kendallville IN 109 E Williams St",matthew.d.shull@prudential.com,,Salesforce
11138294,Inactive Investor,Carolyn Nava,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,carolyn.nava@primerica.com,,Salesforce
10787506,Inactive Investor,Frank Nardi,,"World Investments, Inc. Totowa NJ 37 Vreeland Ave",,,Salesforce
11020492,Inactive Investor,Christopher Conley,,Vanguard Marketing Corporation,christopher_conley@vanguard.com,,Salesforce
10909804,Inactive Investor,Steven Levinson,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",steven.levinson@equitable.com,,Salesforce
11027677,Inactive Investor,Grant Curry,,"FBL Marketing Services, LLC Torrington WY 1919 E A St",grant.curry@fblfinancial.com,,Salesforce
334687,,Antoine Josserand,Partner,Pemberton Capital Advisors Llp,antoine.josserand@pembertonam.com,440-207-9939300,Manual List Upload
10879321,Inactive Investor,Jing Wang,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
9547203,,Emiliano Espinosa Polanco,,,emilianoespinosa2006@gmail.com,,List import
11172149,Inactive Investor,Daniel Lacroix,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,daniel.lacroix@fidelity.com,,Salesforce
11096596,Inactive Investor,Stephanie Hoerner,,"Empower Financial Services, Inc",stephanie.hoerner@empower.com,,Salesforce
10837187,Inactive Investor,Jason Dinsmore,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",jason_dinsmore@ml.com,,Salesforce
11178558,Inactive Investor,Gerard O'Connell,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",gerard.c.oconnell@ml.com,,Salesforce
10752725,Inactive Investor,Calvin Sendaydiego,Investment Consultant,LPL Financial LLC Itasca IL 413 W Irving Park Rd,calvin.sendaydiego@lpl.com,,Salesforce
11178464,Inactive Investor,Mary Hall,,"Ausdal Financial Partners, Inc. Greeley CO 1821 56th Ave",susiehall@afpadvisor.com,,Salesforce
10611406,,Richard Hager,"Financial Advisor, Financial Professional",,richard.hager@prudential.com,,List Import
11008258,Inactive Investor,Sean Obrien,,"Raymond James & Associates, Inc.",sean.obrien@raymondjames.com,,Salesforce
10847846,Inactive Investor,April Clark,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2361 Dick Pond Rd",april.clark@wellsfargo.com,,Salesforce
11059064,Inactive Investor,Gregory Huck,Owner,LPL Financial LLC Sidney NE 1026 Illinois St,gregory.huck@lpl.com,,Salesforce
9642228,,Joshua Sedlecky,,,joshua.sedlecky@spcfo.com,,List import
11030159,Inactive Investor,Adolph Lara,,LPL Financial LLC San Antonio TX 19707 W Interstate 10,charles.lara@lpl.com,,Salesforce
9616450,,Ian Finch,,,ian@clickeurope.com,,List import
9616576,,Brazen vilo,,,brazen.zvi@andsee.org,,List import
9599252,,Krista Conover,,,kconover@bostonprivatebank.com,,List import
11129383,Inactive Investor,Axel Thibon,Chief Executive Officer;Founder;Regulatory Contact,Wizest Inc. South Euclid OH 1688 Sheridan Rd,axel@wizest.com,,Salesforce
11184707,Inactive Investor,Matthew Shivinsky,,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",,,Salesforce
11161920,Inactive Investor,Nathan Butler,,FAS Corp. Hingham MA 18 Shipyard Dr,butlern@faskc.com,,Salesforce
11158570,Inactive Investor,John Simms,Chief Investment Officer;Chief Investment Strategist;Regulatory Contact,"Piedmont Capital Management, LLC",,,Salesforce
374728,,Cary Carbonaro,"Financial Advisor, Managing Director",Goldman Sachs Personal Financial Management,cary.carbonaro@unitedcp.com,201-301-8080,Salesforce
11123339,Inactive Investor,Brandon Banta,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brandon_banta@vanguard.com,,Salesforce
10919933,Inactive Investor,Michael Wintheiser,Financial Advisor,Edward Jones La Crosse WI 3208 State Rd,mike.wintheiser@edwardjones.com,,Salesforce
9559576,,Charles Murphy,,,cmurphy@commonwealth.com,,List import
11132644,Inactive Investor,Mark Delotto,Chief Operating Officer;Managing Partner;Regulatory Contact,"Simon Quick Advisors, LLC",mdelotto@simonquickadvisors.com,,Salesforce
9620782,,Michael Wishnow,,,wishnowm@yahoo.com,,List import
10834579,Inactive Investor,Stephen Dierks,,"Osaic Wealth, Inc. Colorado Springs CO 5585 Erindale Dr",,,Salesforce
9600146,,Scott Stuart,,,kathy@sageviewcapital.com,,List import
10894053,Inactive Investor,Carlos Arteaga,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Dublin OH 6500 Emerald Pkwy",carlos.arteaga@tiaa.org,,Salesforce
9585952,,Peter Chan,,,pchan@varaderocapital.com,,List import
11101350,Inactive Investor,Jason Tafoya,Managing Partner;Wealth Manager,"The H Group Washington, Inc.",jasontafoya@thehgroup.com,,Salesforce
129324,,David Gies,,Fci Advisors,david.gies@fciadvisors.com,,
11164162,Inactive Investor,Kirby Rhodes,,LPL Financial LLC Houma LA 1340 W Tunnel Blvd,kirby.rhodes@lpl.com,,Salesforce
9415819,,Ali Moussavi,,Brown Stone Capital LP,amoussavi@brownstonecapital.net,,List Import
9624774,,Jo Lang,,,freelancer_979@yahoo.com,,List import
9540609,,Lynette Loh,,,lynette.lohtilde@tilde.sg,,List Import
9631915,,Laurence Keller,,,larry.h.keller@gmail.com,,List import
9580287,,Sinclair Hill,,,hillsinclair78@yahoo.com,,List import
11012548,Inactive Investor,Mikal Ludolph,Registered Assistant,"Osaic Wealth, Inc. Waterloo IA 978 Home Plz",,,Salesforce
10773550,Inactive Investor,Ernest Mendoza,,"Raymond James Financial Services, Inc. San Antonio TX 14100 San Pedro Ave",richard.mendoza@raymondjames.com,,Salesforce
11196686,Inactive Investor,Jason Torske,,"Ameritas Investment Company, LLC",jtorske@ameritas.com,,Salesforce
374208,,Justin Chou,,,,240-671-8526,Salesforce
11205309,Inactive Investor,Brad Yamanouchi,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",brad_yamanouchi@ml.com,,Salesforce
9609129,,jkamr djeds,,,destroy@gmail.com,,List import
11064123,Inactive Investor,Brett Patton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11158383,Inactive Investor,Johnny Galaviz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",johnny.galaviz@ml.com,,Salesforce
10827684,Inactive Investor,Christopher Pascale,Investment Advisor,Commonwealth Financial Network Wallingford CT 1062 Barnes Rd,cpascale@commonwealth.com,,Salesforce
11143260,Inactive Investor,Robert Pearce,,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",jeff.pearce@prudential.com,,Salesforce
245866,,Not Provided,Principal,Invariant,joey.m.smith@gmail.com,,Manual List Upload
9647922,,Derek Kaufman,,,derek@columbiariverfg.com,,List import
240619,,Jorge Lopez-Quintana,"Regional Director, Index Investments Group - Americas Wealth Specialist",FTSE Russell,jorge.lopez-quintana@lseg.com,,Event
11191786,Inactive Investor,Ryan Brooks,,"Allstate Financial Services, LLC Boulder CO 2646 Baseline Rd",ryanbrooks@allstate.com,,Salesforce
10916187,Inactive Investor,Catherine Mathis,Chief Compliance Officer;Financial Advisor;Founder;Investment Advisor Representative;President,"Berkeley Advisors, Inc.",,,Salesforce
11127410,Inactive Investor,Velma Bailey,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,vbailey@primerica.com,,Salesforce
10994935,Inactive Investor,Pierre Brooks,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,pbrooks@primerica.com,,Salesforce
11228810,Inactive Investor,Justin Hayman,,J.P. Morgan Securities LLC Easton PA 1510 Sullivan Trl,,,Salesforce
11068628,Inactive Investor,Sydney Freiler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,sydney.freiler@fidelity.com,,Salesforce
10924298,Inactive Investor,Cabell Birdsong,,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
10772255,Inactive Investor,Jeffrey Wilson,,"Raymond James Financial Services, Inc. Pompano Beach FL 101 N Riverside Dr",jeff.wilson@raymondjames.com,,Salesforce
10656940,,Michael DiPalma,,,ldipalma@williamblair.com,,List Import
10689417,,KUMUDU PERERA,,,kumuduthatanga.perera@gmail.com,,Web Form Fillout
9642267,,Paul Farella,,,paul@investwithwillow.com,,List import
232070,, -,,[[Unknown]],jill.wimsatt11@gmail.com,,
11172433,Inactive Investor,Gregory French,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",gregory.french@tiaa.org,,Salesforce
9619295,,Joseph Keifer,,,joseph.keifer@lpl.com,,List import
10970340,Inactive Investor,Jordan Jackson,,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,jordan.jackson@td.com,,Salesforce
10617436,,Mark Wanless,,,mark.wanless@edwardjones.com,,List Import
11018334,Inactive Investor,Maria Naqishbandi,Financial Advisor,"Osaic Wealth, Inc. Marshfield MA 462 Plain St",,,Salesforce
11048500,Inactive Investor,Catherine Horan Walker,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Monterey CA 399 Alvarado St",catherine.walker1@wellsfargo.com,,Salesforce
244445,,Sterling Perkins,sales,InvestCloud,sperkins@investcloud.com,14143129494,Manual List Upload
9627198,,Ghh it rok Fhj hu h gf,,,commondominator104@gmail.com,,List import
10808773,Inactive Investor,Joel Candib,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,jcandib@ft.newyorklife.com,,Salesforce
9643914,,Yiwen Li,,,yiwenli007@gmail.com,,List import
11032523,Inactive Investor,Graham Bauer,,"Cambridge Investment Research, Inc. Phoenix MD 14307 Jarrettsville Pike",graham@hayesfa.com,,Salesforce
11112340,Inactive Investor,Dezmond Rhodes,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11210521,Inactive Investor,Connor Hausauer,Associate,Edward Jones Bozeman MT 1010 E Main St,,,Salesforce
9554228,,Jianiu Zhang,,,jimmyzhang9888@gmail.com,,List import
10764083,Inactive Investor,Johnson Noerdlinger,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Oklahoma City OK 6301 Waterford Blvd",john.noerdlinger@stifel.com,,Salesforce
9614330,,Daniel Tsuei,,,daniel.tsuei@rbc.com,,List import
51963,,James Kelly,Principal,"LaSalle St. Investment Advisors, L.L.C.",jkelly@lasallest.com,540-636-7950,
11254868,Inactive Investor,Jonah Gold,,Evercore Group L.L.C. San Francisco CA 3 Embarcadero Ctr,,,Salesforce
10773565,Inactive Investor,David Kruebbe,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11021031,Inactive Investor,Lauren Donovan,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",,,Salesforce
10797297,Inactive Investor,Jamie Menges,Senior Financial Advisor;Vice President,PDS Planning Inc,,,Salesforce
9559980,,Ianndra Maria Diaz,,,ianndra02.mpd@gmail.com,,List import
9592989,,Benoit Vincenzi,,,bv@paranorlabs.com,,List import
9573251,,Kaleb Simington,,,ksimington@ftbadvisors.com,,List import
10924914,Inactive Investor,Janette Scharman,,Key Investment Services LLC West Jordan UT 1435 W 9000 S,janette_scharman@keybank.com,,Salesforce
101543,,Hasan Qureshi,Principal Consultant,Capco,hasanqureshi3@gmail.com,,
11116440,Inactive Investor,John Sloop,,"Wells Fargo Clearing Services, LLC Palm Desert CA 77952 Country Club Dr",,,Salesforce
11071372,Inactive Investor,James Snyder,Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Annapolis MD 410 Severn Ave,james1.snyder@morganstanley.com,,Salesforce
11220694,,Diana Torres Rivera,,,dtorres@consultiva.com,,Other
9600522,,Seth Singerman,,,ssingerman@singermanre.com,,List import
10908882,Inactive Investor,Heather Weydt,,LPL Financial LLC Rockland MA 288 Union St,heather.weydt@lpl.com,,Salesforce
10804560,Inactive Investor,Marcus Lopez,Financial Advisor,Edward Jones Midland TX 2200 W Wadley Ave,marcus.lopez@edwardjones.com,,Salesforce
10832168,Inactive Investor,Roy Furman,,Jefferies LLC,rfurman@jefferies.com,,Salesforce
11022890,Inactive Investor,Varsha Sharma,,J.P. Morgan Securities LLC Antioch CA 3206 Delta Fair Blvd,varsha.sharma@jpmorgan.com,,Salesforce
9603718,,justine legaspi,,,julelaurent777@gmail.com,,List import
9563520,,Chloe Maiers,,,chloe.maiers@fidelity.com,,List import
11232477,Inactive Investor,Samuel Chamseddine,Financial Professional,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",schamseddine@financialguide.com,,Salesforce
10858654,Inactive Investor,Paul Wichmann,Investment Advisor Representative,Interactive Financial Advisors Little Falls MN 800 2nd St SE,pwichmann@swcares.com,,Salesforce
10769748,Inactive Investor,Ricky Dhabalt,Financial Advisor,"Principal Securities, Inc. Elkhorn NE 18205 Capitol Ave",dhabalt.rick@principal.com,,Salesforce
10994893,Inactive Investor,Prekchhya Thakuri Rayamajhi,,J.P. Morgan Securities LLC Plano TX 5900 Preston Rd,prekchhya.thakuri-rayamajhi@jpmorgan.com,,Salesforce
9642348,,Phillip Wirtz,,,pcwirtz@gmail.com,,List import
11098200,Inactive Investor,Graham Kennedy,Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,gkennedy@rockco.com,,Salesforce
11038584,Inactive Investor,Carl Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",skip.williams@wellsfargoadvisors.com,,Salesforce
345423,,Scott Benjamin,"Founder, Managing Member","Firethorn Wealth Partners, Llc",scott@firethornwp.com,706-426-4243,Manual List Upload
191104,,Juan Manoso Gil,,[Unknown],ventajasjfg@gmail.com,,
11038809,Inactive Investor,William Hennion,,"Hennion & Walsh, Inc.",,,Salesforce
11103788,Inactive Investor,Gilles Mulard,Financial Advisor,LPL Financial LLC Erie PA 2820 W 23rd St,gilles.r.mulard@lpl.com,,Salesforce
1004281,Inactive Investor,Nickolas Delikaris,,Nickolas Delikaris,ndelikaris@statestreet.com,,3rd Party Lead Gen
10881138,Inactive Investor,Paul Nunes,Financial Advisor,"Osaic Wealth, Inc. Kansas City MO 2345 Grand Blvd",,,Salesforce
10878243,Inactive Investor,Glenn Fischer,Chief Investment Officer;Managing Member,"Fischer Wealth Advisors, LLC",,,Salesforce
10489316,,Nicholas Herem,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,nicholas.herem@ubs.com,469-440-0326,List Import
11072475,Inactive Investor,Brandi Starling,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10899761,Inactive Investor,Lindsay Williams,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",lindsay.williams@ml.com,,Salesforce
11160177,Inactive Investor,Brian Cowan,,State Farm VP Management Corp. Watertown WI 1313 W Main St,brian.cowan.nyvr@statefarm.com,,Salesforce
9566984,,Bersenev Dmitriy,,,graysc2021@mail.ru,,List import
10808743,Inactive Investor,Thomas Holtz,Financial Advisor,Edward Jones Chapel Hill NC 1516 E Franklin St,tom.holtz@edwardjones.com,,Salesforce
11198886,Inactive Investor,Sarah Joseph,Paraplanner,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",sarah.a.joseph@ampf.com,,Salesforce
9559974,,Jacob Timothy,,,jacob_timothy@hancockbank.com,,List import
10871177,Inactive Investor,Belema Dyegh,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,belema.s.dyegh@chase.com,,Salesforce
11157425,Inactive Investor,Joshua Press,,J.P. Morgan Securities LLC Thousand Oaks CA 3960 E Thousand Oaks Blvd,,,Salesforce
11014160,Inactive Investor,Matthew Kirk,,"Farmers Financial Solutions, LLC Irving TX 800 W Airport Fwy",,,Salesforce
11170988,Inactive Investor,Mark McCormack,,Cetera Advisor Networks LLC Worcester MA 324 Grove St,,,Salesforce
10921665,Inactive Investor,Quinn Karpiak,Private Client Assistant,Janney Montgomery Scott LLC,qkarpiak@janney.com,,Salesforce
348124,,Jurgen Muhlhauser,"Director, Vice President And Chief Financial Officer","Pgim, Inc.",jurgen.muhlhauser@prudential.com,973-367-6335,Manual List Upload
11071272,Inactive Investor,Debbie Ooi,,"Avantax Investment Services, Inc. Toms River NJ 411 Main St",,,Salesforce
9578181,,Subhash PODDAR,,,sp@dsmindia.com,,List import
10937404,Inactive Investor,Heidi Taliaferro-Hinkle,,"Avantax Investment Services, Inc. Arlington TX 710 N Watson Rd",,,Salesforce
11036547,Inactive Investor,Alexander Damm,Associate Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",alexander.w.damm@ampf.com,,Salesforce
6189256,,reak poujkk,,,tgysddyufguig878@gnmail.com,,Web Form Fillout
11191220,Inactive Investor,Pablo Alonso,Managing Member,"EuroCapital Advisors, Inc",palonso@eurocapital-advisors.com,,Salesforce
10897613,Inactive Investor,Giovanni Vitale,,"Osaic Wealth, Inc. Syracuse NY 453 S Main St",,,Salesforce
11086619,Inactive Investor,Richard La Rose,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Midlothian VA 1 Park West Cir",richard.l.larose@ampf.com,,Salesforce
10939774,Inactive Investor,Megumi Nagae,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11016297,Inactive Investor,Tina Underwood,,LPL Financial LLC Redlands CA 310 E Citrus Ave,tina.underwood@lpl.com,,Salesforce
9633060,,michael hyman,,,foxcap36@gmail.com,,List import
11078155,Inactive Investor,Michael Ragone,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
9597031,,Hossein Farahani,,,bador6659@gmail.com,,List import
9623814,,david mayer,,,david.mayer@gmail.com,,List import
10783703,Inactive Investor,Keith Morris,Managing Director;Senior Portfolio Management Director,Morgan Stanley Pasadena CA 55 S Lake Ave,keith.morris@morganstanley.com,,Salesforce
11094476,Inactive Investor,Ori Ran,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,oran@allianceg.com,,Salesforce
1006351,Inactive Investor,Jim Rambo,Research Analyst,Allegheny Financial Group,jrambo@alleghenyfinancial.com,(412) 536-8047,
10764369,Inactive Investor,Samuel Jacobs,,"LaSalle St Securities, L.L.C. Winter Park FL 250 N Wymore Rd",sjacobs@lasallest.com,,Salesforce
11089886,Inactive Investor,Scott Everhart,,"Moloney Securities Co., Inc.",scott.everhart@moseco.com,,Salesforce
9546657,,Rafael Becerra,,,rafael.becerra@transamerica.com,,List import
11010141,Inactive Investor,Amy Montiel,,Lincoln Investment Tucson AZ 2850 N Swan Rd,amontiel@lincolninvestment.com,,Salesforce
11161553,Inactive Investor,Ivor Vinsant,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",ivor.vinsant@ml.com,,Salesforce
10991780,Inactive Investor,Derek Leighton,,MWA Financial Services Inc. Kalamazoo MI 2700 S Sprinkle Rd,derek.a.leighton@mwarep.org,,Salesforce
11031296,Inactive Investor,Scott Anderson,,"First Command Brokerage Services, Inc. Mount Laurel NJ 100 Century Pkwy",sanderson@firstcommand.com,,Salesforce
188037,,Donald Goldsmith,Wealth Advisor,Thrivent Investment Management Inc.,don.goldsmith@thrivent.com,770-982-0420,
11124235,Inactive Investor,Richard Jones,,"Raymond James Financial Services, Inc. Beaverton OR 2929 SW Cedar Hills Blvd",,,Salesforce
11083965,Inactive Investor,Jessica Horst,,Key Investment Services LLC Kennewick WA 6717 W Canal Dr,jessica.horst@key.com,,Salesforce
11193951,Inactive Investor,Charles Braman,,PFS Investments Inc. Mechanicsville VA 7492 Lee Davis Rd,cbraman@primerica.com,,Salesforce
10645490,,Frank Nardella,,,frank.nardella@citi.com,,List Import
10883204,Inactive Investor,Jamie King,Financial Advisor,"RFG Advisory, LLC Jackson TN 3008 Greystone Sq",,,Salesforce
9616381,,Alex Blum,,,ab@twoprime.io,,List import
344950,,Zach Lauzon,Relationship Manager,"Richard Brothers, Financial Advisors",zlauzon@richardbrothersfinancial.com,207-879-2352,Manual List Upload
11100551,Inactive Investor,Mary Hess,,Country Capital Management Company Scottsdale AZ 9835 E Bell Rd,mary.hess@countryfinancial.com,,Salesforce
10953580,Inactive Investor,Margaret Bridegum,,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",bridegumm@stifel.com,,Salesforce
11069193,Inactive Investor,Jon Winteregg,,"Silver Oak Securities, Incorporated Greenwood IN 720 Executive Park Dr",,,Salesforce
11141032,Inactive Investor,Jon Corcoran,Financial Advisor,Edward Jones Scottsdale AZ 6617 N Scottsdale Rd,jon.corcoran@edwardjones.com,,Salesforce
11002423,Inactive Investor,Andrew Ryan,Financial Planner,"Osaic FA, Inc. Appleton WI 1010 S Oneida St",andrew.ryan@lfg.com,,Salesforce
9613068,,James Proud,,,james.proud@heitman.com,,List import
10765432,Inactive Investor,David Son,,"Wells Fargo Clearing Services, LLC Baltimore MD 2847 Smith Ave",david.son@wellsfargoadvisors.com,,Salesforce
11112748,Inactive Investor,Kelli Armstrong,,"Kestra Investment Services, LLC Sewickley PA 1603 Carmody Ct",,,Salesforce
11109600,Inactive Investor,Aaron Johnson,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",aaron.johnson@ampf.com,,Salesforce
9570680,,Victor Okosun,,,victorokosun1@gmail.com,,List import
10510607,,Michelle DeWitt,Head of ETF Marketing,Invesco,michelle.dewitt@invesco.com,,List Import
11090669,Inactive Investor,Taylor Pollio,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
10776107,Inactive Investor,Robert Hutchins,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,bhutchins@dadco.com,,Salesforce
10889419,Inactive Investor,Elizabeth Cady,Wealth Advisor,EP Wealth Advisors Littleton CO 8081 Shaffer Pkwy,ecady@epwealth.com,,Salesforce
229124,, -,,[[Unknown]],knupy12@gmail.com,,
11109479,Inactive Investor,William Bodenheimer,,"Northwestern Mutual Investment Services, LLC Frederick MD 150 S East St",,,Salesforce
11070335,Inactive Investor,Albert Adam,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",al.adam@wellsfargoadvisors.com,,Salesforce
11050315,Inactive Investor,Asher Wolmark,Managing Member;Regulatory Contact,Kingsbury Capital Investment Advisors LLC Evanston IL 1560 Sherman Ave,awolmark@kingsburycap.com,,Salesforce
11187412,Inactive Investor,Paul Abbott,,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",pabbott@nationallife.com,,Salesforce
11154240,Inactive Investor,Allison Osgood,,LPL Financial LLC Salt Lake City UT 1 S Main St,allison.osgood@lpl.com,,Salesforce
10983240,Inactive Investor,Jason Carey,,"First Command Brokerage Services, Inc. Dayton OH 51 Plum St",jecarey@firstcommand.com,,Salesforce
11231182,Inactive Investor,Cameron Burch,Financial Advisor,LPL Financial LLC Kennewick WA 8905 W Gage Blvd,cameron.burch@lpl.com,,Salesforce
334162,,Leyla Lesina,Elected Member,Park Avenue Securities Llc,leyla_lesina@glic.com,188-860-04667,Manual List Upload
9582363,,Matt Cohen,,,mcohen@westfinancial.com,,List import
10783243,Inactive Investor,Mark Cisneros,,"American Fidelity Securities, Inc.",mark.cisneros@americanfidelity.com,,Salesforce
11131034,Inactive Investor,Daniel Tomlinson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",daniel.tomlinson@ml.com,,Salesforce
11087018,Inactive Investor,George Longfellow,Financial Advisor,Thrivent Investment Management Inc. Champaign IL 2102 Windsor Pl,george.longfellow@thrivent.com,,Salesforce
10868442,Inactive Investor,Kristy Eaves,,"Thoroughbred Financial Services, LLC",keaves@thoroughbredfinancial.com,,Salesforce
10929717,Inactive Investor,Corrie Betker,,LPL Financial LLC Minneapolis MN 4748 Chicago Ave,corrie.perez@lpl.com,,Salesforce
9593165,,Carmen Petote,,,carmen@allegiance-financial.com,,List import
11229399,Inactive Investor,Mark Buckley,Director,"Northwestern Mutual Investment Services, LLC Troy MI 201 W Big Beaver Rd",mark.buckley@nm.com,,Salesforce
11228969,Inactive Investor,Douglas Benoit,,Edward Jones North Beach MD 9120 Chesapeake Ave,,,Salesforce
11099406,Inactive Investor,Richard Case,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,richard.casejr@ubs.com,,Salesforce
11014743,Inactive Investor,Joshua Walker,Financial Planner,"Wright Planning, LLC",,,Salesforce
10832629,Inactive Investor,Samantha Somers,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",samantha.somers@ml.com,,Salesforce
11207580,Inactive Investor,Heather Phillips,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Manchester NH 1155 Elm St,heather.phillips@ubs.com,,Salesforce
11084452,Inactive Investor,Louis Gloria,Co-Founder;Managing Director;Managing Member;Partner,"Procyon Advisors, LLC",lgloria@procyonpartners.net,,Salesforce
11209129,Inactive Investor,Tara Prindible,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",tara.benstead@valic.com,,Salesforce
9550478,,Alan Mori,,,707aam2020@gmail.com,,List import
10904538,Inactive Investor,Christopher Balcerek,Senior Wealth Strategy Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,christopher.balcerek@ubs.com,,Salesforce
11075968,Inactive Investor,Zalal Mello,,J.P. Morgan Securities LLC Northville MI 42901 7 Mile Rd,zalal.a.mello@jpmorgan.com,,Salesforce
10992760,Inactive Investor,Tiana Barros,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,tbarros@primerica.com,,Salesforce
11137485,Inactive Investor,Heidi Webb,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10992087,Inactive Investor,Karalyn Grant,,LPL Financial LLC,karalyn.grant@lpl.com,,Salesforce
11189102,Inactive Investor,James Krause,,LPL Financial LLC Valparaiso IN 554 Vale Park Rd,,,Salesforce
9561220,,John DiBenedetto,,,johnjjdibenedetto@gmail.com,,List import
10970212,Inactive Investor,Annika Williams,Advisor,Brighton Jones LLC,annika.williams@brightonjones.com,,Salesforce
10659467,,Joshua Farmer,,,joshua.farmer@fmr.com,,List Import
10882970,Inactive Investor,Tyler Bolton,Financial Advisor,Edward Jones Union City TN 800 E Reelfoot Ave,tyler.bolton@edwardjones.com,,Salesforce
10933908,Inactive Investor,Andrew Niebur,,State Farm VP Management Corp. Deerfield IL 1117 Milwaukee Ave,andrewniebur@statefarm.com,,Salesforce
10835790,Inactive Investor,Timothy Scherwa,Financial Advisor;Vice President,"Capitol Securities Management, Inc. Morristown NJ 89 Headquarters Plz",,,Salesforce
11289471,,Mary Jekel,,,mjekel5@yahoo.com,,Web Form Fillout
9568679,,Nicholas Saintarbor,,,nosaintarbor@gmail.com,,List import
11082841,Inactive Investor,Mathias Balm,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",mathias.balm@bankerslife.com,,Salesforce
11194911,Inactive Investor,Mark Lalin,,"Osaic Wealth, Inc. Mountain Lakes NJ 115 US Hwy 46",mlalin@osaicwealth.com,,Salesforce
10815504,Inactive Investor,Emily Harris,Financial Advisor;Financial Representative,MWA Financial Services Inc. Tulsa OK 130 N Greenwood Ave,emily.m.harris@mwarep.org,,Salesforce
10989744,Inactive Investor,Tevin Bennett,Investment Advisor,Fisher Investments,,,Salesforce
11123353,Inactive Investor,Poonam Walia,Financial Professional,"Equitable Advisors, LLC Worcester MA 342 Shrewsbury St",poonam.walia@equitable.com,,Salesforce
10873041,Inactive Investor,William Bratton,Financial Advisor;Financial Professional,SageSpring Wealth Partners,will.bratton@sagespring.com,,Salesforce
11033027,Inactive Investor,Michael Nguyen,Premier Banker,"Wells Fargo Clearing Services, LLC West Covina CA 2322 S Azusa Ave",,,Salesforce
9604264,,dellu hendro,,,yeyiy84494@vootin.com,,List import
10646008,,Melissa McHugh,,,melissa.r.mchugh@jpmorgan.com,,List Import
9627522,,Jai Prakash,,,jaiprakash.100@gmail.com,,List import
11006847,Inactive Investor,Brian Lewis,Financial Advisor,Edward Jones Levelland TX 1001 College Ave,brian.lewis@edwardjones.com,,Salesforce
10883678,Inactive Investor,Tracy Gundert,Financial Advisor,Edward Jones Sun Prairie WI 100 Wilburn Rd,tracy.gundert@edwardjones.com,,Salesforce
9617472,,Rick Moceri,,,rick@mocericapital.com,,List import
11156007,Inactive Investor,Kyle Krumwiede,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10905479,Inactive Investor,Andrew Mangrum,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11232583,Inactive Investor,Jacqueline Thompson,,"Empower Financial Services, Inc",jacqueline.thompson@empower.com,,Salesforce
10979386,Inactive Investor,Michael Countryman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10856742,Inactive Investor,Archie Bragg,Investment Advisor Representative,"Voya Financial Advisors, Inc. Bolingbrook IL Private Residence",archie.bragg@voyafa.com,,Salesforce
9549258,,Robert Falato,,,falato.robert@ntrs.com,,List import
11030939,Inactive Investor,Anthony Canada,,J.P. Morgan Securities LLC Lincoln NE 144 N 14th St,anthony.canada@jpmorgan.com,,Salesforce
11217442,,Guy James,,,guy.james@lpl.com,,Other
11017166,Inactive Investor,Lucas Felbel,Private Wealth Advisor,Dynamic Wealth Advisors,lfelbel@dynamicwealthadvisors.com,,Salesforce
228928,, -,,[[Unknown]],riapu9@gmail.com,,Other
11076822,Inactive Investor,Tessa Champlin,,"Robinhood Financial, LLC",tessa.champlin@robinhood.com,,Salesforce
10893977,Inactive Investor,Michael Hoheisel,,Robert W. Baird & Co. Incorporated Saint Paul MN 7755 3rd St N,mhoheisel@rwbaird.com,,Salesforce
11020951,Inactive Investor,Christopher Wiess,,Thrivent Investment Management Inc. Burlington WI 189 E Chestnut St,christopher.wiess@thrivent.com,,Salesforce
214045,,Donald Alexander,,[Unknown],dmalexander6@gmail.com,,source
10897332,Inactive Investor,Luis Galdamez,Chief Compliance Officer;Co-Founder;Managing Partner;President,"Real Talk Capital, LLC",luis@realtalkcapital.com,,Salesforce
10932140,Inactive Investor,William Spencer,,"Ameriprise Financial Services, LLC Alpharetta GA 11175 Cicero Dr",,,Salesforce
351907,,Garry Taylor,Senior Vice President,"Relative Value Partners, Llc",gtaylor@focuspartners.com,847-513-6300,Manual List Upload
10955716,Inactive Investor,Matthew Sheffield,,LPL Financial LLC Spokane WA 601 W Main Ave,matthew.sheffield@lpl.com,,Salesforce
10858318,Inactive Investor,Dennis Bacon,,"Raymond James Financial Services, Inc. Lees Summit MO 600 SW Jefferson St",,,Salesforce
222742,,Lawrence Serrano,,[Unknown],flights354@yahoo.com,,
10885674,Inactive Investor,Erich Lehmann,Financial Advisor,Thrivent Investment Management Inc. La Grange TX 109 N Main St,erich.lehmann@thrivent.com,,Salesforce
11077235,Inactive Investor,David Snell,,State Farm VP Management Corp. Riverview FL 10835 Park Dr,dave.snell.wgiy@statefarm.com,,Salesforce
10800336,Inactive Investor,David Oates,,NYLIFE Securities LLC Winchester VA Private Residence,droates@ft.newyorklife.com,,Salesforce
10830756,Inactive Investor,Micah Blair,Financial Advisor,Edward Jones Seattle WA 621 B NW Richmond Beach Rd,micah.blair@edwardjones.com,,Salesforce
10937978,Inactive Investor,Tania Foster,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia SC 8800 Farrow Rd",,,Salesforce
9646970,,Todd Shermer,,,toddshermer@gmail.com,,List import
9561298,,Douglas Mock,,,dmock@everestfg.us,,List import
10658015,,Robert Geraghty,,,robert.geraghty@countryfinancial.com,,List Import
10798760,Inactive Investor,James Hole,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,james.hole@morganstanley.com,,Salesforce
129307,,Gary Ott,,Summit Wealth Strategies,gott@swsllc.com,636-590-7164,
9557564,,James Coppola,,,jcoppola@cfany.org,,List import
10910554,Inactive Investor,Margaret Reid,Director,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11230719,Inactive Investor,Marni Handel,,LPL Financial LLC Westport CT 315 Post Rd W,,,Salesforce
10942686,Inactive Investor,Erick Bassalobre,,Itau International Securities Inc.,erick.bassalobre@itauinternational.com,,Salesforce
11014028,Inactive Investor,Jihyun Yang,,J.P. Morgan Securities LLC Birmingham AL 1021 Marble Ter,jihyun.yang@jpmorgan.com,,Salesforce
9615357,,bill bill,,,362692213@qq.com,,List import
11126376,Inactive Investor,Jingliang Wu,Relationship Manager,HSBC Securities (USA) Inc. San Francisco CA 601 Montgomery St,,,Salesforce
11070668,Inactive Investor,Gerald Kokal,,"U.S. Bancorp Investments, Inc. Chicago IL 209 S La Salle St",gerald.kokal@usbank.com,,Salesforce
11152151,Inactive Investor,Zachary Scholly,,"Equitable Advisors, LLC Kalamazoo MI 141 E Michigan Ave",zachary.scholly@equitable.com,,Salesforce
11193530,Inactive Investor,John Race,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,john.race@morganstanley.com,,Salesforce
11137934,Inactive Investor,Michael Johnson,Financial Advisor,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,mrjohnson@rwbaird.com,,Salesforce
10775525,Inactive Investor,Brenda DiBartolo,,"Wells Fargo Clearing Services, LLC Spring TX 6621 Woodlands Pkwy",brenda.perdomo@wellsfargoadvisors.com,,Salesforce
9607422,,Andrei Druta,,,andrei.druta@launchnodes.com,,List import
10927309,Inactive Investor,Amber Dickson,,Fidelity Brokerage Services LLC,,,Salesforce
10994074,Inactive Investor,William Dose,Investment Advisor,Fisher Investments,,,Salesforce
10969222,Inactive Investor,John Palmer-Kamprath,Chief Compliance Officer;Chief Executive Officer;Manager;President,Generational Legacies Wealth Management,john@genlegacies.com,,Salesforce
11230595,Inactive Investor,Payton Carter,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10618064,,Karin Ulrich-Engel,,,karin_ulrich@ml.com,,List Import
10880985,Inactive Investor,Steven Kuryla,,Cetera Advisor Networks LLC Delaware OH Private Residence,steve.kuryla@ceterawealth.com,,Salesforce
10489190,,Carl Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",skip.williams@wellsfargoadvisors.com,214-436-4815,List Import
11171977,Inactive Investor,Peter Korbakes,,NYLIFE Securities LLC Palos Park IL Private Residence,pkorbakes@ft.newyorklife.com,,Salesforce
10957219,Inactive Investor,William San Roman,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",william.sanroman@nm.com,,Salesforce
10804363,Inactive Investor,Timothy Owens,,"Cambridge Investment Research, Inc. Cumming GA 2450 Atlanta Hwy",,,Salesforce
10825445,Inactive Investor,Barry Pittenger,,"Concourse Financial Group Securities, Inc. Brentwood TN 240 Wilson Pike Cir",barry.pittenger@concoursefinancial.com,,Salesforce
11260259,Inactive Investor,Paul Valdes,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 915 Broadway",,,Salesforce
11166642,Inactive Investor,Madelaine Brooks,Financial Planner;Regional Director,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",madelaine.brooks@prudential.com,,Salesforce
10906788,Inactive Investor,John-Paul Saitta,,NYLIFE Securities LLC Ridgewood NJ 4 Wilsey Sq,jsaitta@ft.newyorklife.com,,Salesforce
193911,,Jonny Leicht,,[Unknown],jonny@publicretreat.com,,source
11105470,Inactive Investor,Ashley Vega,Investment Advisor Representative;Tax Preparer,Advisors Management Group Inc,,,Salesforce
10619434,,Martin Pomrehn,,,mpomrehn@forumfinancial.com,,List Import
10867315,Inactive Investor,Sai Chen,,"MML Investors Services, LLC New York NY 2 Mott St",saichen@financialguide.com,,Salesforce
11101150,Inactive Investor,Karriem Pierre,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,,,Salesforce
11236656,Inactive Investor,Devon Shapiro,,"Shapiro Financial Security Group, Inc.",,,Salesforce
10915506,Inactive Investor,Ramon Mas Canosa,,"The Leaders Group, Inc. Altoona FL 42514 Big Oak Rd",ramon@leadersgroup.net,,Salesforce
10925795,Inactive Investor,Jacqueline Ramirez-Martinez,,J.P. Morgan Securities LLC Lake Forest IL 300 E Illinois Rd,jackie.ramirez-martinez@chase.com,,Salesforce
228542,, -,,[[Unknown]],billyjhart@gmail.com,,
11182169,Inactive Investor,Adam Doubet,Client Service Associate,UBS Financial Services Inc. Cockeysville MD 307 International Cir,,,Salesforce
11170290,Inactive Investor,Dawn Hausch-Cooper,Private Wealth Advisor,"Ameriprise Financial Services, LLC Grand Blanc MI 8455 S Saginaw St",dawn.l.hausch-cooper@ampf.com,,Salesforce
348454,,Laura Rubin,Managing Director,"Starwood Capital Group Management, L.l.c.",lrubin@starwood.com,305-695-5500,Manual List Upload
9613226,,Mohammed Ahmed,,,mohammed.ahmed@aamcompany.com,,List import
10865066,Inactive Investor,Sean Murphy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sean.murphy@schwab.com,,Salesforce
10898276,Inactive Investor,Cameron Boynton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10969767,Inactive Investor,Victor Zancudo,Regional Vice President,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,victor.zancudo@primerica.com,,Salesforce
10912610,Inactive Investor,Douglas Murrill,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Redfish Capital,brad.murrill@redfish-cap.com,,Salesforce
10953877,Inactive Investor,David Hudson,,"Citizens Securities, Inc. Concord NC Private Residence",,,Salesforce
10879374,Inactive Investor,Karlena Renan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fredericksburg VA 910 Princess Anne St",karlena.renan@ml.com,,Salesforce
10881859,Inactive Investor,Jake Cheatham,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
9540387,,Elsie Brown,,Elsie Russell,russee2@gmail.com,,Paid Search
5498730,,Ionela Toderasc,,,ionelatoderasc5@gmail.com,,Web Form Fillout
10762564,Inactive Investor,Benjamin Duckett,Assistant Vice President;Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,ben.duckett@morganstanley.com,,Salesforce
10846641,Inactive Investor,Sherlyn McMahon,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
10870743,Inactive Investor,Margarita Maldonado,,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,margarita.maldonado@lpl.com,,Salesforce
10793414,Inactive Investor,Robert Frohman,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",robert.frohman@nm.com,,Salesforce
10805462,Inactive Investor,Lori Callahan,Vice President,Wedbush Securities Inc. Scottsdale AZ 14851 N Scottsdale Rd,lori.callahan@wedbush.com,,Salesforce
11189252,Inactive Investor,Frank Domino,Branch Manager;Managing Director - Investments,"Raymond James & Associates, Inc. Lafayette LA 1220 Camellia Blvd",frank.domino@raymondjames.com,,Salesforce
9628132,,Andrea Barbin,,,andrea@roditex.it,,List import
11211398,Inactive Investor,Brian Mohan,,"Calton & Associates, Inc. Sarasota FL Private Residence",bmohan@calton.com,,Salesforce
10880807,Inactive Investor,Jason Stanfield,,LPL Financial LLC Grand Junction CO 2793 Skyline Ct,jason.stanfield@lpl.com,,Salesforce
344665,,Chelsea Miller,Chief Operating Officer,Sentinel Capital Solutions,cmiller@sentinelcapitalsolutions.com,301-665-9038,Manual List Upload
11047765,Inactive Investor,Monique Jaramillo,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,mljaramillo@ft.newyorklife.com,,Salesforce
9577941,,Peter Marreck,,,lumbergh@gmail.com,,List import
11096930,Inactive Investor,Jill Asrael,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",jasrael@cressetcapital.com,,Salesforce
9544497,,Fariba Madison,,,fmadison@wisdirect.com,,List import
9598428,,Jenna Bryan,,,jbryan@mcgilladvisors.com,,List import
9557909,,Randall Small,,,randalljsmall1970@gmail.com,,List import
11201227,Inactive Investor,Matthew Babson,Director;Partner;Secretary,"Good Harbor Advisors, Inc.",matthew@goodharboradvisors.com,,Salesforce
10976815,Inactive Investor,Chelsea Lopez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11260857,Inactive Investor,Cindy Gleason,,LPL Financial LLC Cedar Falls IA 721 W 1st St,,,Salesforce
10817645,Inactive Investor,Richard Gordon,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",rich.gordon@bofa.com,,Salesforce
10644168,,Olumide Owolabi,,,olumide.owolabi@nb.com,,List Import
11120631,Inactive Investor,Blaise Poupore,Private Client Advisor,J.P. Morgan Securities LLC Chaska MN 3235 Chaska Blvd,blaise.poupore@jpmorgan.com,,Salesforce
10643930,,Michael Gearty,,,michael.gearty@guggenheimfunds.com,,List Import
9609947,,Ryan Fulmer,,,rfulmer@beesefulmer.com,,List import
11029313,Inactive Investor,Arman Melikian,,"Sanctuary Securities, Inc. Aliso Viejo CA 30 Enterprise",arman@auriccapital.com,949-749-1252,Salesforce
10835202,Inactive Investor,Mark Deja,Principal,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,mark.deja@edwardjones.com,,Salesforce
9559651,,Amir Eyal,,,amir.eyal@lfg.com,,List import
11099759,Inactive Investor,Alexander Meredith,Investment Consultant,"Charles Schwab & Co., Inc. Greenville TX 3110 Interstate Hwy 30",,,Salesforce
11139034,Inactive Investor,Jeffrey Hatton,Financial Advisor,LPL Financial LLC Chattanooga TN 7442 Commons Blvd,jeffrey.hatton@lpl.com,,Salesforce
10872973,Inactive Investor,Ryan Morse,Chief Compliance Officer;Chief Investment Officer;President,"Jersey Shore Portfolio Management,  LLC Omaha NE Private Residence",,,Salesforce
10836143,Inactive Investor,Michael Oestereich,Financial Advisor,Edward Jones O Fallon IL 1003 E Wesley Dr,michael.oestereich@edwardjones.com,,Salesforce
11042815,Inactive Investor,Jonathan Blau,Chief Executive Officer;Member;President;Regulatory Contact,"Fusion Family Wealth, LLC",j.blau@fusionfamilywealth.com,,Salesforce
234918,, -,,[[Unknown]],mugommaurice@gmail.com,,
7055609,,Michael Estes,,,doveba2612@terkoer.com,,Web Form Fillout
9590141,,Kevin Halimi,,,halimi.kev@gmail.com,,List import
11050246,Inactive Investor,Richard Bursek,Partner;President,"Certuity, LLC",rbursek@camdencapital.com,,Salesforce
11049325,Inactive Investor,Ehmir Mora,,NI Advisors,ehmir.mora@niadvisorsinc.com,,Salesforce
10931141,Inactive Investor,David Etheridge,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",david.etheridge@prudential.com,,Salesforce
10914412,Inactive Investor,Edward Maynard,,Stonex Securities Inc. Covington KY 50 E Rivercenter Blvd,edward@saswealth.com,,Salesforce
10757655,Inactive Investor,Matthew Estep,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,matt.estep@fmr.com,,Salesforce
10958708,Inactive Investor,Vu Duong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brookline MA 1319 Beacon St",vu.duong@ml.com,,Salesforce
10992019,Inactive Investor,Monica Rodriguez,,PFS Investments Inc. Tucson AZ 1955 W Grant Rd,monica.rodriguez@primerica.com,,Salesforce
10696380,,Jeff Marsden,,PureFacts Financial Solutions,jeff.marsden@purefacts.com,,List import
11071153,Inactive Investor,Andrew Norris,,LPL Financial LLC Beaverton OR 12725 SW Millikan Way,andrew.norris@lpl.com,,Salesforce
10606141,,William Koehler,"Partner, Wealth Manager","Kingsview Wealth Management, LLC",bkoehler@kingsview.com,631-412-9500,List Import
10851099,Inactive Investor,Michael Meeks,Financial Advisor,Edward Jones Valdosta GA 2935 N Ashley St,michael.meeks@edwardjones.com,,Salesforce
9628930,,Barin Sky,,,barin359@gmail.com,,List import
10960402,Inactive Investor,Cayla Carter,,Vanguard Marketing Corporation,cayla_carter@vanguard.com,,Salesforce
10965463,Inactive Investor,Ryan Ucol,,"Wells Fargo Clearing Services, LLC Grants Pass OR 205 NE 6th St",,,Salesforce
10933350,Inactive Investor,Eric Webster,,"U.S. Bancorp Investments, Inc.",eric.webster@usbank.com,,Salesforce
10761330,Inactive Investor,Robert Gringeri,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Pittsford NY 1200 Pittsford Victor Rd",rj.gringeri@wfa.com,,Salesforce
11056450,Inactive Investor,Craig Nochumson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Tucson AZ 2560 E 10th St",craig.nochumson@tfaconnect.com,,Salesforce
11194331,Inactive Investor,Paul Odland,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
224436,,hiroaki SATOU,,[Unknown],hiroaki19660726@gmail.com,,Direct
242891,,Stephen Wind,Chief Compliance Officer,Cedarview Capital,swind@cedarviewcapital.com,212-375-6000,Manual List Upload
11074118,Inactive Investor,Christopher Spratt,Financial Advisor,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",christopher.spratt@equitable.com,,Salesforce
10869046,Inactive Investor,Matthew England,,Goldman Sachs & Co.,,,Salesforce
11156939,Inactive Investor,Vincent Hutchinson,Investment Advisor,Fisher Investments,,,Salesforce
338919,,Marc Pfefferle,Partner,"Carl Marks Management Company, Llc",mpfefferle@carlmarks.com,212-909-8400,Manual List Upload
10974142,Inactive Investor,Dina Pryor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4802 Deer Lake Dr E",,,Salesforce
9557320,,Jim Calaway,,,jim@robertsglore.com,,List import
9614244,,Harry Lee,,,harry@lee-turner.com,,List import
11042491,Inactive Investor,Isaac Rico,Investment Representative;Personal Banker,"Fifth Third Securities, Inc. Simpsonville SC 2608 Woodruff Rd",ir@53.com,,Salesforce
27658,,Isaura Uzcategui -,,[[Unknown]],isauzca2004@yahoo.com,,Direct
9588294,,Jay Geere,,,traderem@protonmail.com,,List import
10873639,Inactive Investor,Carolyn Wuertz,,Lincoln Investment Tucson AZ 2850 N Swan Rd,cwuertz@lincolninvestment.com,,Salesforce
10949634,Inactive Investor,John Kennedy,Chief Compliance Officer,Worthington Wealth Management,,,Salesforce
11071554,Inactive Investor,Adam Ermel,Investment Advisor Representative,"Advisers Investment Management, Inc.",,,Salesforce
11231585,Inactive Investor,Brett Meade,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
248246,,Tanmay Kanth,Analyst - Office of CEO,Guardian Link,tanmay@guardianlink.io,,Manual List Upload
10895061,Inactive Investor,Clyde Tommelleo,Financial Advisor,LPL Financial LLC New Castle PA 804 N Jefferson St,clyde.tommelleo@lpl.com,,Salesforce
9575614,,Justin Curtis,,,jcurtis@ft.newyorklife.com,,List import
11098894,Inactive Investor,Rakesh Budhram,Chief Compliance Officer;Chief Operating Officer;Managing Member;Vice President,Prolific Solutions,,,Salesforce
11057011,Inactive Investor,Maxwell Knapp,Co-Founder;Financial Advisor;Managing Member,"Blackbear Capital, LLC",max@blackbearcapital.co,,Salesforce
11120132,Inactive Investor,Kenneth Fiesco,,PFS Investments Inc. Forest Hills NY 11835 Queens Blvd,kenneth.fiesco@primerica.com,,Salesforce
11011734,Inactive Investor,Michael Boston,,PFS Investments Inc. Wichita KS 550 N 159th St E,mboston@primerica.com,,Salesforce
11096539,Inactive Investor,Richard Wiedl,Investment Advisor Representative;Managing Partner;Member,"Legacy Advisory Services, LLC",,,Salesforce
10976733,Inactive Investor,Samual Carroll,Senior Investment Manager,Creative Planning,samual.carroll@creativeplanning.com,,Salesforce
11124778,Inactive Investor,Darrel Trost,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",darrel.trost1@wellsfargoadvisors.com,,Salesforce
10972253,Inactive Investor,Sean O'Donnell,Financial Professional;Financial Representative,Park Avenue Securities LLC Fort Worth TX 6000 Western Pl,,,Salesforce
11069254,Inactive Investor,Matthew Jimenez,Relationship Manager,TD Private Client Wealth LLC Tampa FL 2307 W Kennedy Blvd,matthew.jimenez@td.com,,Salesforce
9556054,,Hugh Humphrey,,,hugh.humphrey@lfg.com,,List import
11004852,Inactive Investor,Fei Wang,,J.P. Morgan Securities LLC Johnstown OH 900 W Coshocton St,fei.wang@jpmorgan.com,,Salesforce
10825217,Inactive Investor,Anthony Smith,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",anthony.smith@ampf.com,,Salesforce
10884510,Inactive Investor,Mark Consbruck,Financial Advisor,Edward Jones Lincoln NE 7120 S 69th St,mark.consbruck@edwardjones.com,,Salesforce
10896689,Inactive Investor,Mark Jones,Partner,"Rise Advisors, LLC",mark@riseadvisorsgroup.com,,Salesforce
11211776,Inactive Investor,Thomas Trussell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houma LA 664 Corporate Dr",thomas.k.trussell@ampf.com,,Salesforce
10886447,Inactive Investor,Robert Rogers,Chief Compliance Officer;Managing Member,"Rogers Capital Advisors, LLC",,,Salesforce
10785362,Inactive Investor,Jason Sacks,Director - Investments;Partner;Principal;Shareholder;Wealth Advisor,"Frisch Financial Group, Inc.",jason@frischfinancial.com,,Salesforce
10823960,Inactive Investor,Rebecca Nathe,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10658403,,John Kim,,,kimjm@ft.newyorklife.com,,List Import
11049235,Inactive Investor,Stephanie Canessa,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,stephanie.canessa.jtmb@statefarm.com,,Salesforce
9622907,,Celeb Rogers,,,celebpretty101@gmail.com,,List import
10966267,Inactive Investor,Kimberlie Olsen,Financial Advisor,Edward Jones Gig Harbor WA 9017 Peacock Hill Ave,kimberlie.olsen@edwardjones.com,,Salesforce
9606094,,Ayuba Gadzama,,,ayubagadzama@gmail.com,,List import
10837087,Inactive Investor,Deborah Baum,Financial Advisor,Park Avenue Securities LLC New York NY 355 Lexington Ave,,,Salesforce
9647532,,David or Shirlean Jefferson,,,sjefferson@giacceptancellc.com,,List import
10936757,Inactive Investor,Timothy Hranka,,Country Capital Management Company Palatine IL 110 N Brockway St,timothy.hranka@countryfinancial.com,,Salesforce
11036000,Inactive Investor,Alanna Moreno-Gomez,,J.P. Morgan Securities LLC Fullerton CA 3334 Yorba Linda Blvd,alanna.moreno-gomez@chase.com,,Salesforce
1002078,Inactive Investor,Amit Tamhankar,Chief Operating Officer,Tiberius Family Office,ami@tfo.vs,,
11149125,Inactive Investor,Nirmal Rout,Financial Advisor,Edward Jones Alameda CA 2412 Central Ave,nirmal.rout@edwardjones.com,,Salesforce
10781241,Inactive Investor,Kevin McLaughlin,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kevin_j_mclaughlin@ml.com,,Salesforce
10811640,Inactive Investor,Seyoung Strohmeier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",seyoung_strohmeier@ml.com,,Salesforce
10754157,Inactive Investor,Christine Chang,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",christine.k.chang@ml.com,,Salesforce
11132883,Inactive Investor,Kendall Konopka,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Tucson AZ 6401 N Campbell Ave",kendall.konopka@schwab.com,,Salesforce
10766259,Inactive Investor,Matthew Groh,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",matthew.groh@ml.com,,Salesforce
227706,, -,,[Unknown],daniela.giannocaro@gmail.com,,
11041868,Inactive Investor,Robert Ganem,Financial Advisor,LPL Financial LLC Phoenix AZ 11022 N 28th Dr,robert.ganem@lpl.com,,Salesforce
11094628,Inactive Investor,Ryan Badger,Financial Consultant,"Osaic Wealth, Inc. Westlake Village CA 2945 Townsgate Rd",,,Salesforce
10982167,Inactive Investor,Chase Dulitz,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11135042,Inactive Investor,Gail Lesh,,LPL Financial LLC Alexandria VA 5775 Barclay Dr,gail.lesh@lpl.com,,Salesforce
9629346,,Eric Tran,,,talaquy74@gmail.com,,List import
9556475,,Kevin Graham,,,kgraham@zacks.com,,List import
10880357,Inactive Investor,Reid Poltun,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11090266,Inactive Investor,Jon Pawlowski,,LPL Financial LLC Beachwood OH 3750 Park East Dr,jon.pawlowski@lpl.com,,Salesforce
11129719,Inactive Investor,Ramiro Dominguez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Houston TX 3203 Southwest Fwy,ramiro.dominguez@jpmorgan.com,,Salesforce
10914060,Inactive Investor,Nickolas King,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camden SC 917 Broad St",,,Salesforce
11035330,Inactive Investor,Scott Sommer,Financial Advisor,LPL Financial LLC Minneapolis MN 4450 W 76th St,scott.sommer@lpl.com,,Salesforce
9542053,,Nomissk Eskdk,,,kimys9710@naver.com,,List import
11158298,Inactive Investor,Yuliana Yurkevich,,"Allstate Financial Services, LLC Penfield NY 1805 Penfield Rd",yulianayurkevich@allstate.com,,Salesforce
10352379,,Tomasz Trzeciak,,,tomasz@realestate.exchange,,Web form fillout
9544200,,Utkarsh Saini,,,utkarshsaini25@gmail.com,,List import
9644739,,Kacy Moe,,,moedeal2015@yahoo.comm,,List import
10774180,Inactive Investor,Richard Kerns,Financial Advisor,"Northwestern Mutual Investment Services, LLC Aurora IL 75 Executive Dr",rich.kerns@nm.com,,Salesforce
10916659,Inactive Investor,Christopher Benoit,Founder;Member;Principal,CB Capital LLC,,,Salesforce
11078253,Inactive Investor,Abigail Vazquez,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",abigail.vazquez@nm.com,,Salesforce
11193424,Inactive Investor,Robert Schwarz,Chief Compliance Officer;President,"Cobler Capital Management, LLC Topeka KS 401 SW Harrison St",,,Salesforce
10761038,Inactive Investor,Theresa Harris,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",theresa.harris@firstcitizens.com,,Salesforce
10840392,Inactive Investor,Michael Zaplitny,Advisor;Chief Executive Officer;Owner;President,"Fireside Financial Planning, Inc.",,,Salesforce
10871174,Inactive Investor,Andrea Hood,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",andrea.jonsson@schwab.com,,Salesforce
11086556,Inactive Investor,Mario Martinez,,"Northwestern Mutual Investment Services, LLC Kennewick WA 8479 W Clearwater Ave",mario.martinez@nm.com,,Salesforce
10912202,Inactive Investor,Dennis Huggins,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 11710 W Charleston Blvd",dennis.huggins@ml.com,,Salesforce
10909559,Inactive Investor,Robert Van Allen,,PFG Advisors Tempe AZ 2190 E Elliot Rd,,,Salesforce
10862088,Inactive Investor,Jacob Worrel,,"Wells Fargo Clearing Services, LLC Redlands CA 220 E State St",jacob.worrel@wellsfargo.com,,Salesforce
10883135,Inactive Investor,Alvaro Alonso,,"Northern Trust Securities, Inc. Miami FL 600 Brickell Ave",,,Salesforce
10956120,Inactive Investor,Ryan Graves,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,"Bemiston Asset Management, LLC University City MO Private Residence",rgraves@bemiston.com,,Salesforce
11046357,Inactive Investor,Walter Varian,,Edelman Financial Engines New York NY 340 Madison Ave,wvarian@edelmanfinancialengines.com,,Salesforce
11048714,Inactive Investor,Brent Williams,Financial Advisor,"Valeo Financial Advisors, LLC",brent.williams@valeofinancial.com,,Salesforce
10915456,Inactive Investor,James Jones,,Washington Securities Corporation,jjones@washingtonsecurities.com,,Salesforce
10820395,Inactive Investor,Arthur Stein,Financial Advisor;Investment Manager;Managing Member,"Arthur Stein Financial, LLC",art@arthursteinfinancial.com,,Salesforce
10935069,Inactive Investor,Brian Kelly,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",brian.kelly@equitable.com,,Salesforce
11134087,Inactive Investor,Garrett Hughes,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",garrett.hughes@equitable.com,,Salesforce
10811866,Inactive Investor,Lynn Johnson,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Olean NY 2626 W State St",lynn.johnson@wfafinet.com,,Salesforce
10656360,,John Ayotte,,,john.ayotte@ceterafs.com,,List Import
10795561,Inactive Investor,William Kristofek,,LPL Financial LLC Evanston IL 1007 Church St,bill.kristofek@lpl.com,,Salesforce
11179109,Inactive Investor,Aaron Lane,Financial Advisor,Edward Jones Powell OH 9747 Fairway Blvd,aaron.lane@edwardjones.com,,Salesforce
10582763,Active Investor,Zachary Pandl,,Zachary Pandl & Margaret Pandl JT,,,Salesforce
9549909,,Aaron Santell,,,aaron@unicomcapital.com,,List import
10760600,Inactive Investor,Edward Postel,,Fidelity Brokerage Services LLC,edward.postel@fidelity.com,,Salesforce
165020,,wang long,,[Unknown],522433130@qq.com,,Organic Search
239727,,Joe Carlson,,[Unknown],griffyninvestments@gmail.com,,Direct
11149319,Inactive Investor,Barry Bruno,,NYLIFE Securities LLC Saratoga Springs NY 7 Court St,bjbruno@ft.newyorklife.com,,Salesforce
10850985,Inactive Investor,Christine Hayward,,"Raymond James Financial Services, Inc. Middleton WI Private Residence",christine.hayward@raymondjames.com,,Salesforce
11024996,Inactive Investor,Michael Mensonides,,J.P. Morgan Securities LLC New York NY 277 Park Ave,michael.j.mensonides@jpmorgan.com,,Salesforce
11238453,Inactive Investor,Kobe Troyer,,"Hummel Wealth Management, LLC",ktroyer@hummelgrp.com,,Salesforce
11065529,Inactive Investor,Dennis Debrie,,PFS Investments Inc. Evergreen Park IL 3317 W 95th St,dennis.debrie@primerica.com,,Salesforce
10854392,Inactive Investor,Eduardo Lavandeira,,"Cambridge Investment Research, Inc. Miami FL 41 SE 5th St",,,Salesforce
9576377,,Abuzer Mansur,,,abuzermansur@gmail.com,,List import
10804444,Inactive Investor,Vincent Weir,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",vincent.weir@wellsfargoadvisors.com,,Salesforce
10761736,Inactive Investor,Bryce Unruh,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Peoria IL 6810 N Knoxville Ave",bryce.unruh@wellsfargoadvisors.com,,Salesforce
10510776,,TJ White,RIA Regional Sales Executive,Vanguard,tj_white@vanguard.com,,List Import
9670268,,Shaun steenson,,,shaunsteenson@proton.me,0414647947,Web Form Fillout
10826397,Inactive Investor,Mark McGonagle,,"Raymond James Financial Services, Inc. Boston MA 1 Beacon St",mark.mcgonagle@raymondjames.com,,Salesforce
11128516,Inactive Investor,Timothy Milano,Financial Advisor,Edward Jones Metropolis IL 751 E 12th St,tim.milano@edwardjones.com,,Salesforce
11051271,Inactive Investor,Gregory Babykin,StockBroker,Morgan Stanley Claremont CA 456 W Foothill Blvd,gregory.babykin@morganstanley.com,,Salesforce
10646487,,Scott Ansel,,,scott.ansel@ubs.com,,List Import
9634943,,Stefan Zellmer,,,szellmer@accumuluscapital.com,,List import
10614099,,Robert Suchocki,"Financial Advisor, Senior Vice President - Investments",,robert.suchocki@wellsfargoadvisors.com,,List Import
9583096,,Gary Decker,,,gary.decker@wealthalliance.net,,List import
11207642,Inactive Investor,Karen Umemoto,Managing Principal;Shareholder,McLean Asset Management Corp. McLean VA 8200 Greensboro Dr,karen.umemoto@mcleanam.com,,Salesforce
10989219,Inactive Investor,Joel Guzman,Wealth Management Analyst,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10717514,,Kim Frazier,,,linedance12003@aol.com,,Web Form Fillout
11218961,,Douglas Haws,,,dhaws@tjim.com,,Other
10795647,Inactive Investor,Katie McDonald,,LPL Financial LLC Richmond KY 808 W Main St,katie.mcdonald@lpl.com,,Salesforce
10816452,Inactive Investor,David Miller,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,"RBC Capital Markets, LLC Easton MD 30 Goldsborough St",david.b.miller@rbc.com,,Salesforce
9577216,,Philip Basile,,,philipbasile@gmail.com,,List import
11168743,Inactive Investor,Nicholas Cianciaruso,Assistant Vice President,Neuberger Berman BD LLC,nicholas.cianciaruso@nb.com,,Salesforce
10874422,Inactive Investor,Anthony Veiga,,LPL Financial LLC Danbury CT 83 Wooster Hts,anthony.veiga@lpl.com,,Salesforce
10991480,Inactive Investor,Suhad Tadros,,J.P. Morgan Securities LLC Plymouth MI 235 N Sheldon Rd,suhad.tadros@chase.com,,Salesforce
9541363,,Renaldo Leonard,,,renaldo.leonard@rlconsultingus.com,,List import
10950139,Inactive Investor,Kevin Schmidt,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",kjschmidt@firstcommand.com,,Salesforce
338300,,Bradley Fisher,General Partner,Wedge Capital Management Llp,bfisher@wedgecapital.com,704-334-6475,Manual List Upload
10943741,Inactive Investor,Vincent Pereira,,"Alexander Capital, L.P.",vpereira@alexandercapitallp.com,,Salesforce
10848674,Inactive Investor,Andrew Hahn,Chief Compliance Officer;Owner;President,"Hahn Financial Services, LLC",andy@andyhfs.com,,Salesforce
11009555,Inactive Investor,Johnny Manns,Financial Advisor,PFS Investments Inc. Findlay OH 1318 N Main St,jmanns@primerica.com,,Salesforce
10881352,Inactive Investor,Matthew Kiraly,,HSBC Securities (USA) Inc.,,,Salesforce
10786117,Inactive Investor,Andreas Ehlebracht,Financial Advisor;Managing Director,UBS Financial Services Inc. Miami FL 550 Biltmore Way,andreas.ehlebracht@ubs.com,,Salesforce
11220399,,Larry Stone,,,lstone@aamlive.com,,Other
9590949,,Robert Semmens,,,rfsemmens@icloud.com,,List import
11221746,,Mary Ellen Fillo,,,mfillo@commonwealth.com,,List Import
9608566,,Matthew Goldstein,,,matt@oxygenfinancial.net,,List import
10615801,,Allan Joubert,,,allan.h.joubert@jpmorgan.com,,List Import
10776021,Inactive Investor,Randel Morris,Complex Manager,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",randy.morris@raymondjames.com,,Salesforce
10832078,Inactive Investor,Michael Fussell,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",mike.fussell@nm.com,,Salesforce
10803552,Inactive Investor,Mark Rasner,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fond Du Lac WI 490 W Rolling Meadows Dr",mark.d.rasner@ampf.com,,Salesforce
10898623,Inactive Investor,Kristi Keefer,,"Farmers Financial Solutions, LLC Lawrence KS 3300 Mesa Way",kkeefer@farmersagent.com,,Salesforce
340480,,Henry Park,"Managing Member, Energy Power Management I, Llc And Energy Power Partners Gp I, L.l.c.","Energy Power Management I, Llc",henry.park@energypowerpartners.com,610-557-1870,Manual List Upload
10922026,Inactive Investor,Fred Varney,Financial Advisor,Edward Jones Atlanta GA 2849 Paces Ferry Rd SE,flip.varney@edwardjones.com,,Salesforce
9581160,,neil robinson,,,neorobinson@gmail.com,,List import
11254435,Inactive Investor,Sami Stambouli,,PFS Investments Inc. Riverside CA 3731 Tibbetts St,sstambouli@primerica.com,,Salesforce
11127678,Inactive Investor,Lan-Vi Dao,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,,,Salesforce
11164779,Inactive Investor,Leyda Hernandez,,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
343635,,Ross Mendheim,Member,Bmss Wesson Wealth Solutions,rmendheim@bmss.com,205-982-5555,Manual List Upload
9541592,,Sandro Zlatar,,,sandrozlatar@hotmail.com,,List import
10830825,Inactive Investor,William Zorr,Financial Advisor;First Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,william.zorr@morganstanley.com,,Salesforce
9635065,,David Yale,,,david.yale@nuveen.com,,List import
10991899,Inactive Investor,Heidy Gomez Marrero,,"PWA Securities, LLC Miami FL 200 S Biscayne Blvd",,,Salesforce
342387,,Christopher Mccrory,Vice President,Sheridan Capital Partners,christopher.mccrory@sheridancp.com,312-548-7064,Manual List Upload
6292409,,mey sou,,,fokoba6647@usharer.com,,Web form fillout
10948121,Inactive Investor,Lisa Hammett,,LPL Financial LLC Stevensville MI 7889 Red Arrow Hwy,lisa.hammett@lpl.com,,Salesforce
10659771,,John Drafall,,,john.drafall@thrivent.com,,List Import
11017710,Inactive Investor,Lance Yarmer,,PFS Investments Inc. Phoenix AZ 4205 N 7th Ave,lyarmer@primerica.com,,Salesforce
11052950,Inactive Investor,Rajinder Kumar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",rajinder.kumar@ml.com,,Salesforce
10993187,Inactive Investor,David Summers,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_summers@vanguard.com,,Salesforce
9549749,,Evan Babazadeh,,,evan.babazadeh@point72.com,,List import
10884496,Inactive Investor,Peter Hess,Financial Associate,Thrivent Investment Management Inc. Waconia MN 129 W Main St,peter.hess@thrivent.com,,Salesforce
9586974,,Anna Good,,,anna.good@wfwealth.com,,List import
225265,,Sheldon Kuhn,,[Unknown],sheldonlee2018@hotmail.com,,
9638339,,"William ""Bill"" Louis",,,blouis@utilicr.com,,List import
10883776,Inactive Investor,Ryan Perry,Financial Planner;Senior Investment Analyst,"Falcon Wealth Planning, Inc.",,,Salesforce
4339551,Inactive Investor,Karen Paulson,Field Consultant,Dimeo Schneider & Associates LLC,kpaulson@dimeoschneider.com,(312) 853-1000,
346518,,Ainsley Bishop,Member,Delta Financial Advisors,ainsley.bishop@deltafinad.com,504-522-9019,Manual List Upload
10970401,Inactive Investor,Matthew Chisholm,,Commonwealth Financial Network,mchisholm@commonwealth.com,,Salesforce
9595204,,Zimare Samah,,,zimare@gmail.com,,List import
11119992,Inactive Investor,Jackson Stewart,Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",jackson.stewart@raymondjames.com,,Salesforce
11183838,Inactive Investor,Richard Nardella,,Fidelity Brokerage Services LLC,,,Salesforce
10924686,Inactive Investor,Karen Hagman,Financial Advisor,Edward Jones Salinas CA 201 Monterey Salinas Hwy,karen.hagman@edwardjones.com,,Salesforce
10892112,Inactive Investor,Andrew Bean,Financial Advisor,Edward Jones Covington LA 9 Starbrush Cir,andy.bean@edwardjones.com,,Salesforce
10760703,Inactive Investor,Terry Fuerst,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",terry_fuerst@ml.com,,Salesforce
347979,,Theresa Furness,Personal Lines Account Manager,"Schaffer & Company Asset Management, Inc.",tfurness@gregoryschaffer.com,585-621-3300,Manual List Upload
10942170,Inactive Investor,Michael Junkermeier,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10760632,Inactive Investor,Shannon Sapp,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Upland CA 1890 N Campus Ave",shannon.sapp@schwab.com,,Salesforce
10970634,Inactive Investor,Brady Ball,Wealth Advisor,"Adero Partners, LLC Portland OR 1500 SW 1st Ave",brady@aderopartners.com,,Salesforce
11089676,Inactive Investor,Patrick Moore,,LPL Financial LLC Norfolk VA 814 W 45th St,patrick.moore@lpl.com,,Salesforce
11051920,Inactive Investor,Kevin Botsford,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",kevin_botsford@ml.com,,Salesforce
11130122,Inactive Investor,Pedro Harth-Silva,,"PWA Securities, LLC",,,Salesforce
11087212,Inactive Investor,Bradley Davis,Financial Advisor,LPL Financial LLC Le Sueur MN 108 N Main St,bradley.t.davis@lpl.com,,Salesforce
11072916,Inactive Investor,John Call,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",john.call@nm.com,,Salesforce
11136967,Inactive Investor,Hali Church,Investment Consultant,"Charles Schwab & Co., Inc. Providence RI 75 Fountain St",,,Salesforce
10911403,Inactive Investor,Anna Bailey,,Cetera Advisor Networks LLC Sheridan WY 841 Broadway St,,,Salesforce
10510359,,Julia Dempsey,Institutional Consultant,Hartford Funds| ETFs,julia.dempsey@hartfordfunds.com,,List Import
10603821,,Kenneth Telljohann,"Chief Investment Officer, Regulatory Contact",CoVision Advisors LLC,ken@covisionadvisors.com,,List Import
11200759,Inactive Investor,Nicholas Evans,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,nevans@primerica.com,,Salesforce
9610989,,Erwin Chau,,,erwin.fairing@gmail.com,,List import
11117922,Inactive Investor,Laura Hancock,,MissionSquare Investment Services,lhancock@icmarc.org,,Salesforce
5887657,,Zulqar nane shkar Zulqar,,,zulqernene@gmil.com,,Web Form Fillout
9564578,,Roman Zadorozhnii,,,romeses21@gmail.com,,List import
10921318,Inactive Investor,Jacob Eddy,Manager,"Private Client Services, LLC Charlotte NC 7755 Ballantyne Commons Pkwy",jacob.eddy@lpl.com,,Salesforce
9540853,,Edward Tonkov,,Nexo,edward@nexo.io,,Organic Search
11238221,Inactive Investor,Larry Witt,,Meketa investment group,lwitt@meketagroup.com,,Salesforce
42907,,Lisa Schaider,,Fidelity Personal and Workplace Advisors,lisa.coleman@fmr.com,,
11186355,Inactive Investor,Jeni La Paglia,Financial Advisor,LPL Financial LLC Brandon FL 1217 Oakfield Dr,jeni.eldridge@lpl.com,,Salesforce
10846825,Inactive Investor,Reagan Tucker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",reagan.tucker@schwab.com,,Salesforce
9640181,,Simon Newell,,,simon.newell@eeafm.com,,List import
10618344,,Paul Kasischke,,,paul.kasischke@ml.com,,List Import
9571628,,Luis -,,,luissana33014@gmail.com,,List import
233734,, -,,[[Unknown]],sariaimma5@gmail.com,,
11132985,Inactive Investor,Joseph Vaughn,,LPL Financial LLC,joseph.vaughn@lpl.com,,Salesforce
11001501,Inactive Investor,Michael Hixson,,Park Avenue Securities LLC Bozeman MT 2015 Charlotte St,michael_hixson@glic.com,,Salesforce
11140101,Inactive Investor,Karl Cole,,"Independent Financial Group, LLC Coppell TX 711 Burnett St",,,Salesforce
10888119,Inactive Investor,Dung Huynh,,LPL Financial LLC San Jose CA 4522 Pacific Rim Way,june.huynh@lpl.com,,Salesforce
11174049,Inactive Investor,Leslie Talbot,,Thrivent Investment Management Inc.,leslie.brooks@thrivent.com,,Salesforce
11023933,Inactive Investor,Chad Boeding,Chief Executive Officer,"EPIQ Capital Group, LLC",chad@epiqcg.com,,Salesforce
10616624,,Oliver Kramer,,,oliver.kramer@lpl.com,3122411929,List Import
9619828,,Igor Kosir,,,igkosir@gmail.com,,List import
7086125,,Elaine H Ayala,,,sayobej823@gpipes.com,,Web form fillout
11127025,Inactive Investor,Margaret Archinaco,,"M Holdings Securities, Inc. Pittsburgh PA 4 PPG Pl",margaret.archinaco@mfin.com,,Salesforce
11093845,Inactive Investor,Dennis Fay,,NYLIFE Securities LLC Lodi CA 1100 W Tokay St,dfay@ft.newyorklife.com,,Salesforce
10487037,,William Garland,,J.P. Morgan Securities LLC,william.c.garland@jpmorgan.com,,List Import
10850449,Inactive Investor,Travis Russell,Client Advisor;Member;Principal,"Glassman Wealth Services, LLC",travis@glassmanwealth.com,,Salesforce
11201960,Inactive Investor,Jonathan Prather,,Perella Weinberg Partners LP,,,Salesforce
10644949,,Tadeusz Hipner,,,tadeusz.hipner@wslife.com,,List Import
10842303,Inactive Investor,Robert Kania,Chief Compliance Officer;Chief Investment Officer;Director - Investments;Vice President,"Moore Financial Advisors, Ltd.",rkania@mooreadvisors.com,,Salesforce
11165469,Inactive Investor,Ronald Radner,,"Raymond James Financial Services, Inc. Delray Beach FL 15200 Jog Rd",ronald.radner@raymondjames.com,,Salesforce
9574167,,Steven Brattain,,,hiroshi.nakamoto@yahoo.com,,List import
11202819,Inactive Investor,Peter Mcrae,Managing Partner,McRae Capital Management Inc.,p.mcrae@mcraecapital.com,,Salesforce
10830347,Inactive Investor,Bret McIntosh,Senior Consultant;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",bret.mcintosh@ml.com,,Salesforce
10695872,,James Pruskowski,,16Rock Asset Management,james.pruskowski@16rock.com,,List Import
10277,,Samantha Dockery,,LUVV.VII Celebration Co.,samdan5777@gmail.com,3128772558,Paid Search
9637617,,Robert Davis,,,robert@roundtableservices.com,,List import
11223900,,[Unknown],,,klynch@elliottmgmt.com,,List Import
9617248,,Marcos Sanz,,,toprankpr@msn.com,,List import
10752419,Inactive Investor,Jason Russo,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,jrusso@laidlawltd.com,,Salesforce
11046503,Inactive Investor,Brandon Brown,Financial Advisor,D.A. Davidson & Co. Colorado Springs CO 121 S Tejon St,bdbrown@dadco.com,,Salesforce
9554492,,Shamik Chotalia,,,ishamik@icloud.com,,List import
10957189,Inactive Investor,Sean Grimsland,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",sean.grimsland@equitable.com,,Salesforce
334046,,Heidi Hukriede,Chief Operating Officer,Stonebridge Capital Advisors Llc,hhukriede@stonebridgecap.com,651-251-1000,Manual List Upload
10896670,Inactive Investor,Chris Albertson,Financial Advisor,Arkadios Capital Fort Worth TX 1701 River Run,chris.albertson@lpl.com,,Salesforce
11032783,Inactive Investor,Yadhira Arzon,,Citigroup Global Markets Inc.,yadhira.arzon@citigroup.com,,Salesforce
9557499,,Tarris Arnold,,,tarris@luno.com,,List import
10855877,Inactive Investor,Warren Reder,,"Fortune Financial Services, Inc. Locust Grove VA 1305 Eastover Pkwy",wer@fortunefinancialservices.com,,Salesforce
11029077,Inactive Investor,Kevin Chen,,"Farmers Financial Solutions, LLC Sunnyvale CA 341 Cobalt Way",kchen@farmersagent.com,,Salesforce
10576402,,Michele Martinson,,,martinson108@gmail.com,,Web Form Fillout
202879,,Tony M,,[[Unknown]],haotingm@gmail.com,,Direct
9581475,,Shane Cotter,,,cotterse@gmail.com,,List import
11199352,Inactive Investor,Marion Mitchell,Chief Operating Officer,"Beacon Global Advisor Network, LLC Atlanta GA 1 Glen Lake Pkwy",marionmitchell@bganetwork.com,,Salesforce
9645713,,Linda ROSEN,,,linda@bestcruisesllc.com,,List import
11228502,Inactive Investor,Michael Ramsey,Vice President,J.P. Morgan Securities LLC Washington DC 875 15th St NW,,,Salesforce
155045,,rod gui,,[Unknown],roderickgui@gmail.com,,
11080515,Inactive Investor,Rosangel Reyes,,J.P. Morgan Securities LLC Garfield NJ 136 Passaic St,rosangel.a.reyes@jpmorgan.com,,Salesforce
10906774,Inactive Investor,Ioannis Profylienos,Financial Consultant,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",ioannis.profylienos@equitable.com,,Salesforce
10968708,Inactive Investor,Thomas Lam,Financial Consultant,GWN Securities Inc.,tlam@gwnsecurities.com,,Salesforce
10849537,Inactive Investor,Benjamin Baumberger,,"Farmers Financial Solutions, LLC Dallas TX 9330 Lyndon B Johnson Fwy",bbaumberger@farmersagent.com,,Salesforce
9591437,,Daniel Stahl,,,daniel.stahl@bridgeinvest.com,,List import
9592313,,Fon Miller,,,fon.miller@erisx.com,,List import
9543561,,Min Zhu,,,min.zhu@transamerica.com,,List import
11013340,Inactive Investor,Rubilu Walker,,J.P. Morgan Securities LLC Allen TX 819 S Allen Heights Dr,rubilu.walker@jpmorgan.com,,Salesforce
9594026,,Donna Rittershausen,,,drittershausen@mainlineco.com,,List import
11054104,Inactive Investor,Thomas Perkins,,"Carter, Terry & Company, Inc.",,,Salesforce
11120239,Inactive Investor,Christopher Delaura,Chief Executive Officer,"Stansberry Asset Management, LLC",,,Salesforce
10765354,Inactive Investor,James Lee,Managing Director,Citigroup Global Markets Inc. New York NY 162 Amsterdam Ave,,,Salesforce
9613336,,Gerardo Rodriguez,,,gerardo.rodriguez@bnymellon.com,,List import
10849523,Inactive Investor,Darrach Bourke,Managing Director,Emerson Equity LLC Mill Valley CA 5 Dawn Pl,dbourke@emersonequity.com,,Salesforce
10859471,Inactive Investor,Eric Palumbo,Managing Associate,"MML Investors Services, LLC Rochester NY 2998 Chili Ave",epalumbo@financialguide.com,,Salesforce
11079207,Inactive Investor,Martha Stevens,Senior Client Service Associate,"Raymond James & Associates, Inc. Atlanta GA 3414 Peachtree Rd NE",martha.stevens@raymondjames.com,,Salesforce
9609675,,Kota Someya,,,someya_kota@yahoo.com,,List import
10756043,Inactive Investor,Justin Costley,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",justin.costley@wellsfargoadvisors.com,,Salesforce
11158051,Inactive Investor,Undralyn Williams,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oakland CA 180 Grand Ave",,,Salesforce
11082361,Inactive Investor,Rena Day,Financial Advisor,Edward Jones Monticello AR 426 W McCloy St,rena.day@edwardjones.com,,Salesforce
11113069,Inactive Investor,Jessi Nippert,Financial Advisor;Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,jessi.nippert@morganstanley.com,,Salesforce
10755053,Inactive Investor,Robyn Wade,,Goldman Sachs & Co.,robyn.wade@gs.com,,Salesforce
11169330,Inactive Investor,Ryan Monaghan,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ryan.p.monaghan@ubs.com,,Salesforce
9562167,,Mark -,,,markjordan1@gmail.com,,List import
11236775,Inactive Investor,Rachel Allison,Financial Advisor,Haddonfield Financial Planning LLC,rachel@hfponline.com,,Salesforce
10791469,Inactive Investor,Chad Taylor,,"Wells Fargo Advisors Financial Network, LLC Webster TX 455 E Medical Center Blvd",chad.taylor@wfafinet.com,,Salesforce
2160807,,Ram Kumar,,,ramk838368@gmail.com,,
9641529,,Anil Shenoy,,,anilshenoy@yahoo.com,,List import
10912081,Inactive Investor,Neven Morgan,,J.P. Morgan Securities LLC Valrico FL 1885 E State Road 60,neven.morgan@jpmorgan.com,,Salesforce
9555874,,Dave More,,,kmfreefeel@gmail.com,,List import
10845220,Inactive Investor,Harold Mann,,State Farm VP Management Corp. Coffeyville KS 809 W 11th St,,,Salesforce
10996240,Inactive Investor,Jonathan Rushton,Wealth Analyst,Corient Menlo Park CA 1550 El Camino Real,jonathan.rushton@corient.com,,Salesforce
10753990,Inactive Investor,William Keaton,Managing Director,"Raymond James & Associates, Inc. Savannah GA 15 Lake St",bill.keaton@raymondjames.com,,Salesforce
10904637,Inactive Investor,Agnieszka Skolik,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10662282,,Ryan Butt,,,ryan.butt@fmr.com,,List Import
249281,,Eugene Karl Montoya Alessandri,,Wells Fargo,eugene.montoya@wellsfargo.com,,Manual List Upload
10484963,,Clinton Calhoun,"General Counsel, Managing Member",Potential Wealth Management LLC,clint@pwm.fund,,List Import
11084581,Inactive Investor,Francis Aurino,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,francis.aurino@morganstanley.com,,Salesforce
9577491,,Sony Mordechai,,,sony.mordechai@gmail.com,,List import
11229149,Inactive Investor,Claire Nam,,Janney Montgomery Scott LLC New York NY 641 Lexington Ave,,,Salesforce
11236662,Inactive Investor,Zachery Meynard,Investment Analyst;Wealth Consultant,"LCP Institutional, LLC",,,Salesforce
10951951,Inactive Investor,Jordan Dumke,,"U.S. Bancorp Investments, Inc. Eden Prairie MN 300 Prairie Center Dr",jordan.dumke@usbank.com,,Salesforce
10957425,Inactive Investor,Charles Brown,Chief Executive Officer;Portfolio Manager;President,"CB3 Financial Group, Inc.",cb3@cb3.com,,Salesforce
10944362,Inactive Investor,Steven Muratschew,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",steven.muratschew@empower.com,,Salesforce
11181625,Inactive Investor,Nahumirys Sanabria,,PFS Investments Inc. Gaithersburg MD 9841 Washingtonian Blvd,nsanabria@primerica.com,,Salesforce
11133132,Inactive Investor,Jordan Francis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9628411,,Richard Edson,,,rick@edsontechnology.com,,List import
11238311,Inactive Investor,Dovid Price,,Glass Jacobson Wealth Advisors,dovid.price@glassjacobson.com,,Salesforce
10696045,,Carolyn Gwizdz,,Schechter,cgwizdz@schechterinvestments.com,,List Import
10975078,Inactive Investor,Mark Thompson,,"Harbour Investments, Inc. Milwaukee WI 3870 S 108th St",mthompson@harbourinv.com,,Salesforce
10776970,Inactive Investor,Jeffrey Cote,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",jeff.cote@schwab.com,,Salesforce
11042293,Inactive Investor,Andy Cheng,Financial Consultant;Investment Consultant,"Charles Schwab & Co., Inc. Arcadia CA 134 E Huntington Dr",andy.cheng@schwab.com,,Salesforce
11187392,Inactive Investor,Melissa Mantzouranis,,Edward Jones Ashland OR 1801 Hwy 99 N,,,Salesforce
9621183,,Johnnie Hobbs,,,johnnie.hobbs@pm.me,,List import
10997062,Inactive Investor,Brian Watson,Financial Advisor;Wealth Manager,"Plancorp, LLC",brian.watson@plancorp.com,,Salesforce
63753,,Andre Puong,"Partner, Chief Compliance Officer","Cathay Capital Na, Llc",andre.puong@cathay.fr,212-858-9020,Manual List Upload
11112518,Inactive Investor,J E Rice,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",j.e.rice@ml.com,,Salesforce
118873,,Jeffrey Lahr,Financial Advisor,"Prime Capital Investment Advisors, Llc",jlahr@pciawealth.com,913-491-6226,Manual List Upload
10790312,Inactive Investor,John Alyo,Chief Investment Officer;Director - Investments,"Harvest Investment Services, LLC",jalyo@harvestinvestmentservices.com,,Salesforce
223421,,Marques Bouyer,Analyst,Rockpoint Group,marquesbouyerb@gmail.com,,
9598997,,Victor Kizushi,,,victor.kizushi@kestrafinancial.com,,List import
9415723,,Kirstie Bitpay Inc,,BitPay,kirstie@bitpay.com,,Other
9634970,,Allan Allweiss,,,aallweiss@lbccredit.com,,List import
9580966,,Jeffery Nauta,,,jeff@hnwealthadvisors.com,,List import
9561450,,Sonya Hansmeyer,,,shansmeyer@focusfinancial.com,,List import
11119485,Inactive Investor,Kayce Clodfelter,,State Farm VP Management Corp. Winston Salem NC 4960 Martin View Ln,kayce.clodfelter.usbx@statefarm.com,,Salesforce
11146591,Inactive Investor,Freddy Martinez,Chief Compliance Officer;Chief Executive Officer;President,Forem Investments LLC,fmartinez@foreminvestments.com,,Salesforce
11107496,Inactive Investor,Gerard Padden,,J.P. Morgan Securities LLC,gerard.m.padden@jpmorgan.com,,Salesforce
10897044,Inactive Investor,Benjamin Rathfon,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,benjamin.rathfon@lpl.com,,Salesforce
11051316,Inactive Investor,Michael Salmon,,"The Leaders Group, Inc.",,,Salesforce
345398,,James Schlesinger,Director,Pfm Asset Management Llc,schlesingerj@pfm.com,717-231-6200,Manual List Upload
9639927,,Elizabeth Glassman,,,glassman@terraamericanart.org,,List import
11045095,Inactive Investor,Anthony Catalano,,"Farmers Financial Solutions, LLC Manchester Township NJ 70 Lacey Rd",acatalano@farmersagent.com,,Salesforce
10909485,Inactive Investor,Beatriz Junco,Chief Compliance Officer,CV Advisors LLC,,,Salesforce
11207630,Inactive Investor,Robert Pearce,Financial Advisor,"Mercuri Asset Management, LLC",robert@mercuriassetmanagement.net,,Salesforce
11134544,Inactive Investor,Jesse Faggioli,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jesse.faggioli@tiaa.org,,Salesforce
11127054,Inactive Investor,Brighan Dryer,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",brighan.dryer@ml.com,,Salesforce
10758214,Inactive Investor,David Crandall,Financial Consultant,Thrivent Investment Management Inc. Napoleon OH 15146 County Road M1,dave.crandall@thrivent.com,,Salesforce
11123341,Inactive Investor,Antonio Zambrano,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,antonio_zambrano@vanguard.com,,Salesforce
11082427,Inactive Investor,Jacob Fitzgerald,Financial Advisor,"Ameriprise Financial Services, LLC Rockford IL 6068 Palo Verde Dr",jacob.t.fitzgerald@ampf.com,,Salesforce
11163324,Inactive Investor,Annette Handevidt,Senior Analyst,LPL Financial LLC Eagle Lake MN Private Residence,annette.handevidt@lpl.com,,Salesforce
9625915,,Jigar Patel,,,jigarp@gmail.com,,List import
10973770,Inactive Investor,Robert Semerad,,PFS Investments Inc. York PA 4185 W Market St,rsemerad@primerica.com,,Salesforce
11097827,Inactive Investor,Jake Lacosse,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10914697,Inactive Investor,Collin Stark,,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",,,Salesforce
11234432,Inactive Investor,John He,,"Trinity Wealth Securities, L.L.C. Miami FL 901 Ponce De Leon Blvd",,,Salesforce
10935617,Inactive Investor,Thomas Geissler,Financial Advisor,"Pruco Securities, LLC. Saint Michael MN 249 Central Ave E",thomas.geissler@prudential.com,,Salesforce
211748,,Cody Sims,Deputy Legislative Assistant,US Senate,cody_sims@scott.senate.gov,,Content
8480535,,James Gorowski,,Ameriprise Financial,james.gorowski@ampf.com,,List Import
11199374,Inactive Investor,Colin Anderson,Principal,"Vantage Financial Group, Inc.",canderson@vanfin.com,,Salesforce
10596154,,NICOLAS MISELEM,,,nics1414@gmail.com,,Web Form Fillout
9621189,,K Javia,,,kjavia795@gmail.com,,List import
10798019,Inactive Investor,Lynne Kytle,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Duluth GA 2160 Satellite Blvd,lynne.kytle@morganstanley.com,,Salesforce
10943746,Inactive Investor,Ricki Binfield,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
9551815,,Steven Stuart,,,sstuart@garrisoninv.com,,List import
11100369,Inactive Investor,Riley Smith,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",riley.smith@ml.com,,Salesforce
11000590,Inactive Investor,Daniel Bailey,,PFS Investments Inc. Abingdon VA 851 French Moore Jr Blvd,danielbailey@primerica.com,,Salesforce
10978706,Inactive Investor,Benjamin Chappell,Advisor,Drive Wealth Advisers,,,Salesforce
10943323,Inactive Investor,Adam Leach,,"Raymond James Financial Services, Inc. Charlotte NC 6805 Carnegie Blvd",adam.leach@raymondjames.com,,Salesforce
10913793,Inactive Investor,Nancy Kitchel,,Key Investment Services LLC Oak Harbor WA 90 SE Pioneer Way,nancy.kitchel@key.com,,Salesforce
10971374,Inactive Investor,Jesse Gomez,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,,,Salesforce
10488362,,Roszell Mack,"Chief Executive Officer, Manager, Managing Member, President","Mack & Co., LLC",rmack@mackco.com,,List Import
228464,,Carolyn Culbreath -,,Carolyn Culbreath [[Unknown]],caroll1992@yahoo.com,,Direct
11051473,Inactive Investor,Robert Abramson,,"Wells Fargo Advisors Financial Network, LLC Akron OH 4040 Embassy Pkwy",robert.abramson@wfafinet.com,,Salesforce
10824900,Inactive Investor,Richard Laspaluto,Advisor,"Centaurus Financial, Inc. Las Vegas NV 3320 N Buffalo Dr",,,Salesforce
11030245,Inactive Investor,Jeffrey Neal,,"J.W. Cole Financial, Inc. Bedford IN 1630 H St",,,Salesforce
10993296,Inactive Investor,Akintoye Adeshina,,J.P. Morgan Securities LLC Northville MI 39820 8 Mile Rd,,,Salesforce
11043384,Inactive Investor,Donald Ryndak,Owner;Principal,Ryndak Asset Management,,,Salesforce
9596813,,Thomas Hopkins,,,twhopk@gmail.com,,List import
10848483,Inactive Investor,John Bartoletta,Chairman;Chief Executive Officer;Founder,"Highstreet Financial, LLC",jbartoletta@highstreet.us,,Salesforce
237842,, -,,[[Unknown]],psprayregen@aol.com,,
11185003,Inactive Investor,Diana Lynch,Senior Client Associate,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",diana.casteel@wfadvisors.com,,Salesforce
10884196,Inactive Investor,Shoshanna Speyer,,Key Investment Services LLC Kingston NY 1203 Ulster Ave,sspeyer@kisinvestments.com,,Salesforce
11184000,Inactive Investor,Christian Erickson,,"Independent Advisor Alliance, LLC Lexington KY 195 Kentucky Ave",christian@independentadvisoralliance.com,,Salesforce
10617418,,James Jones,,,jjones@williamblair.com,,List Import
11032462,Inactive Investor,Tonya Duvall,Financial Advisor,"Ameriprise Financial Services, LLC Kernersville NC 508 Arbor Hill Rd",tonya.duvall@ampf.com,,Salesforce
11030558,Inactive Investor,Nathan Karbon,,J.P. Morgan Securities LLC Madison WI 2251 W Broadway,nathan.karbon@jpmorgan.com,,Salesforce
11059767,Inactive Investor,Kenneth Nichols,,"Farmers Financial Solutions, LLC Fort Smith AR 3740 Rogers Ave",knichols@farmersagent.com,,Salesforce
10443714,,Peter Falk,,,gatescapellc@gmail.com,,Web Form Fillout
10965283,Inactive Investor,Ashley Laughlin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11300026,Inactive Investor,Kyle Kong,,Apriem Advisors,kyle@apriem.com,949-253-8888,Salesforce
10911251,Inactive Investor,Victoria Deyo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",,,Salesforce
370484,,marian gargano gargano,,[Unknown],mg34068@gmail.com,,Yahoo! Natural Search
11044657,Inactive Investor,Cynthia Phillips,,"Grove Point Investments, LLC Saint Simons Island GA 1626 Frederica Rd",cphillips@hbeckinc.com,,Salesforce
10803062,Inactive Investor,Andrew Schliepp,Financial Advisor,Robert W. Baird & Co. Incorporated Wausau WI 500 1st St,,,Salesforce
10948166,Inactive Investor,Michael Martinez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11077260,Inactive Investor,Clinton Sepolio,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",clint.sepolio@rbc.com,,Salesforce
10854751,Inactive Investor,William King,,"Truist Investment Services, Inc. New Albany IN 4210 Charlestown Rd",william.king@truist.com,,Salesforce
11046819,Inactive Investor,Michael Kalen,,"The Leaders Group, Inc.",,,Salesforce
10798557,Inactive Investor,James Russell,Partner;Wealth Manager,Merit Financial Advisors,jrussell@meritfa.com,,Salesforce
10774469,Inactive Investor,Jeffrey Rivlin,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Delray Beach FL 110 E Atlantic Ave,jeffrey.rivlin@opco.com,,Salesforce
11197121,Inactive Investor,Sean Yao,Managing Member,Cassady Wealth & Retirement Planning L.L.C.,syao@cassadywealth.com,,Salesforce
9566575,,Jianhua Yao,,,jianhua.yao@transamerica.com,,List import
11203732,Inactive Investor,Justin Fernandez,,Goldman Sachs & Co. San Francisco CA 555 California St,justin.fernandez@goldmansachs.com,,Salesforce
10928181,Inactive Investor,William Hayes,Founder;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC College Station TX 1711 Crescent Pointe Pkwy",will.hayes@nm.com,,Salesforce
10819642,Inactive Investor,John Lockwood,Vice President,Rockefeller Financial LLC,jlockwood@rockco.com,,Salesforce
9582500,,Muskan Malik,,,mm5960173@gmail.com,,List import
10999856,Inactive Investor,Maurice Cubit,,"Allstate Financial Services, LLC Mustang OK 217 N Trade Center Ter",mauricecubit@allstate.com,,Salesforce
9617286,,Tony Burrows,,,tburrows409@gmail.com,,List import
11106314,Inactive Investor,Scott Carter,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,scott.carter@ubs.com,,Salesforce
10984290,Inactive Investor,Paul Baugher,,"U.S. Bancorp Investments, Inc. Bakersfield CA 5400 Stockdale Hwy",,,Salesforce
9643609,,Ramesh Parameswar,,,ramesh.parameswar@gmail.com,,List import
10793657,Inactive Investor,Michael Christiansen,Wealth Advisor,LPL Financial LLC Coeur D Alene ID 2377 E Packsaddle Dr,michael@christiansenwealth.com,,Salesforce
10916711,Inactive Investor,Chase Hilsabeck,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11050219,Inactive Investor,John Curvin,Financial Advisor;Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jcurvin@financialguide.com,,Salesforce
78833,,Benjamin Munsch,Financial Consultant,Thrivent Investment Management Inc.,benjamin.munsch@thrivent.com,,
11126590,Inactive Investor,Anna Shelton,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10603500,,Nasri Zebian,,,zebiannasri@gmail.com,,Web Form Fillout
11083709,Inactive Investor,Kevin Harrington,,Ages Financial Services Ltd. Canton MA 770 Dedham St,,,Salesforce
156186,,Jon C,,[Unknown],jmcrtp@yahoo.com,,
10866620,Inactive Investor,Omar Mallick,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Holbrook Management, LLC",omallick@holbrookmgmt.com,,Salesforce
10998721,Inactive Investor,Elizabeth Flores,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,elizabeth.flores@primerica.com,,Salesforce
11124185,Inactive Investor,Laurie Mertens,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
10767412,Inactive Investor,Gary Davis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",,,Salesforce
10916128,Inactive Investor,Amanda Conrad,Operations Manager,LPL Financial LLC Midlothian VA 5943 Harbour Park Dr,amanda.conrad@lpl.com,,Salesforce
9634311,,JAIRO RESTREPO,,,it@infinatechnologies.com,,List import
11230273,Inactive Investor,Brendan Gervais,,NYLIFE Securities LLC Charleston SC 200 Meeting St,bdgervais@ft.newyorklife.com,,Salesforce
10948281,Inactive Investor,Robin Sun,,"Ellis Investment Partners, LLC Westminster CA 15422 Notre Dame St",robin.sun@ellisinvestmentpartners.com,,Salesforce
10862867,Inactive Investor,Yu Wang,,NYLIFE Securities LLC Walnut CA Private Residence,ywang@ft.newyorklife.com,,Salesforce
10617191,,Leon Richardson,,,leon.richardson@edwardjones.com,,List Import
9567907,,Bram Cohen,,,bram@davisonlow.com,,List import
9564587,,Ryan Friend,,,rnfriend@gmail.com,,List import
11182092,Inactive Investor,Amy Vanvalkenburg,,"Allstate Financial Services, LLC Douglasville GA 2074 Fairburn Rd",amyharmon@allstate.com,,Salesforce
10784593,Inactive Investor,Michael Przewlocki,,"Cambridge Investment Research, Inc. Tempe AZ 4500 S Lakeshore Dr",,,Salesforce
9630160,,Alvin Sillitoe,,,itsalvin@protonmail.com,,List import
10897735,Inactive Investor,Christabell Rescigno,,J.P. Morgan Securities LLC Greenvale NY 57 Northern Blvd,christabell.d.rescigno@jpmorgan.com,,Salesforce
11047858,Inactive Investor,William Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Eustis FL 127 N Bay St",tom.jones@wellsfargoadvisors.com,,Salesforce
11065683,Inactive Investor,William Armstrong,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Winchester VA 117 N Braddock St",bill.armstrong@wellsfargoadvisors.com,,Salesforce
10872786,Inactive Investor,Sean Krause,,State Farm VP Management Corp. Elyria OH 10247 Dewhurst Rd,sean.krause.lnma@statefarm.com,,Salesforce
11210206,Inactive Investor,Lydia Garrisi,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",,,Salesforce
9580078,,Justin Delisi,,,jdelisi@berginroberts.com,,List import
11004259,Inactive Investor,Ricardo Ramirez,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,rmramirez@ft.newyorklife.com,,Salesforce
11203863,Inactive Investor,Richard Glaser,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",richard_glaser@ml.com,,Salesforce
9564864,,Chad Norfolk,,,cnorfolk@wms-partners.com,,List import
10797245,Inactive Investor,Edward Wehle,,Citigroup Global Markets Inc.,edward.wehle@citigroup.com,,Salesforce
11181462,Inactive Investor,Ming Li,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,mli12@ft.newyorklife.com,,Salesforce
11068779,Inactive Investor,Nikki Evans-Wallace,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10810401,Inactive Investor,Michael Bertuzzi,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",michael_bertuzzi@ml.com,,Salesforce
10606541,,Christopher Conroy,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,christopher.conroy@ubs.com,212-626-8695,List Import
55739,,Robin Gould,Chief Compliance Officer,"Christensen, King & Associates Investment Services",robin@ckacpa.com,509-943-1040,Manual List Upload
10940463,Inactive Investor,Donald Johnson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
196861,,Ariel Bengio,,Morgan Stanley PWM,ariel.bengio@morganstanleypwm.com,,
11204433,Inactive Investor,Karan Iraddi,Chief Compliance Officer,Magnolia Growth Capital,,,Salesforce
9552268,,Roger Schmitz,,,rschmitz@smithcovecapital.com,,List import
11001532,Inactive Investor,Adeline Thomas,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,,,Salesforce
10814861,Inactive Investor,Richard Fredenburg,Financial Advisor,"Ameriprise Financial Services, LLC Seneca Falls NY Private Residence",richard.l.fredenburg@ampf.com,,Salesforce
9613011,,Mark Giura,,,giuram@mcdmgmt.com,,List import
80257,,Cardell Johnson,,Thrivent Investment Management Inc.,cardell.johnson@thrivent.com,612-844-7208,
11141613,Inactive Investor,Heather Justman,Certified Public Accountant;Chief Financial Officer;Limited Partner,BirdRock Wealth,heather@birdrockam.com,,Salesforce
228776,, -,,[[Unknown]],slashjoel16@yahoo.co.id,,Paid Social
10909611,Inactive Investor,Heather Hastey,Wealth Advisor,"SeaCrest Wealth Management, LLC Irvine CA 19600 Fairchild",,,Salesforce
11182104,Inactive Investor,Donna Beam,Owner,Kamichu Wealth Management LLC Las Vegas NV 3910 Pecos McLeod,,,Salesforce
11231679,Inactive Investor,Yong Kendall,,Fidelity Brokerage Services LLC,,,Salesforce
10799659,Inactive Investor,Martin Nachemson,Investment Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,martin_nachemson@glic.com,,Salesforce
10232,,Fred Hadayia,,Globe Life and Accident Ins,fhadayia@me.com,7173043174,Organic Search
10839825,Inactive Investor,Anna De Pinto,,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",anna.de-pinto@raymondjames.com,,Salesforce
10986723,Inactive Investor,Lisa Tittle,Financial Advisor,"Pruco Securities, LLC. Mansfield OH 1 Marion Ave",lisa.tittle@prudential.com,,Salesforce
10893720,Inactive Investor,Michael Martin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",michael_t_martin@ml.com,,Salesforce
2638891,,J P,,,jk0477282@gmail.com,,
9627001,,Maksim Grinberg,,,maksimgrinberg@yahoo.com,,List import
9593662,,Max Wellinger,,,max.wellinger@plantemoran.com,,List import
10827779,Inactive Investor,Richard Pascale,,LifeMark Securities Corp. Massapequa Park NY Private Residence,rpascale@lifemark.com,,Salesforce
9566047,,David Gong,,,david.gong@surveyor-capital.com,,List import
9569477,,Paul Orlin,,,porlin@amicicapital.com,,List import
11191318,Inactive Investor,Elizabeth Gaither,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10965976,Inactive Investor,Jacob Heins,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,,,Salesforce
10956119,Inactive Investor,Joel Minner,,"Avantax Investment Services, Inc. Clarksville TN 1835 Memorial Dr",,,Salesforce
335975,,Joe Duncan,Associate Planner,The Retirement Solution Inc.,joe@trsfamily.com,425-558-3700,Manual List Upload
10802927,Inactive Investor,Dwight Edwards,Financial Advisor,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",dwight.edwards@raymondjames.com,,Salesforce
10979353,Inactive Investor,Zachary Webb,,Thrivent Investment Management Inc. Tempe AZ 430 W Warner Rd,zachary.webb@thrivent.com,,Salesforce
10959030,Inactive Investor,Chanel Hunter,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,chanel.hunter@jpmorgan.com,,Salesforce
10855775,Inactive Investor,Marcia Lewis,Chief Compliance Officer;Executive Vice President,Financial Navigators Inc. Littleton MA 11 Scott Rd,marcia@financialnav.com,,Salesforce
10797929,Inactive Investor,Michael Kairouz,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",michael.kairouz@nm.com,,Salesforce
9570171,,Peter Pan,,,peterpan0825@gmail.com,,List import
10948429,Inactive Investor,Justin Widomski,,LPL Financial LLC Darien CT 320 Post Rd,justin.widomski@lpl.com,,Salesforce
11092951,Inactive Investor,Russell King,Chairman;Chief Executive Officer;Director,"The Oak Ridge Financial Services Group, Inc.",rking@oakridgefinancial.com,,Salesforce
11002915,Inactive Investor,Philip Gadala-Maria,,VectorGlobal WMG,,,Salesforce
9611231,,Richard Riley,,,guguloo@live.co.uk,,List import
9589604,,Ashley Morris,,,amorris@vulcanvaluepartners.com,,List import
9624226,,guaman balboa,,,guasabraman@yahoo.com,,List import
9560540,,Taygun Tu?ran,,,tayguntugran@gmail.com,,List import
11229160,Inactive Investor,Justine Cronk,,Janney Montgomery Scott LLC Boston MA 201 Washington St,,,Salesforce
11077740,Inactive Investor,Jonathan Salisbury,Financial Advisor,Edward Jones La Porte IN 717 Michigan Ave,jonathan.salisbury@edwardjones.com,,Salesforce
11130839,Inactive Investor,Daniel Lenoir,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",daniel.lenoir@ml.com,,Salesforce
10877889,Inactive Investor,Peter Dilorenzo,Chief Information Security Officer;Chief Operating Officer,"Shepherd Kaplan Krochuk, LLC Boston MA 125 Summer St",,,Salesforce
11162928,Inactive Investor,Christopher Jordan,,Cetera Investment Services LLC Lancaster TX 1425 N Dallas Ave,chris.jordan@ceterafs.com,,Salesforce
10616636,,John Keener,,,john.keener@lpl.com,,List Import
10941775,Inactive Investor,David Ferrante,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,david.ferrante@fidelity.com,,Salesforce
10985574,Inactive Investor,Linda Tutson,,PFS Investments Inc. Hollywood FL 3349 N University Dr,lindatutson@primerica.com,,Salesforce
46568,,Megan Johansson,Licensed Banker,"Citizens Securities, Inc.",megan.johansson@citizensbank.com,267-385-2246,
11222268,,Brenda Travaglini,,,btravaglini@firstrepublic.com,,List Import
9584975,,Michael Cerato,,,mcerato@theceratogroup.com,,List import
10959194,Inactive Investor,Kennedy Martin,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",,,Salesforce
10935655,Inactive Investor,Patrick Gleason,Wealth Advisor,William Blair,pgleason@williamblair.com,,Salesforce
9622759,,VICTOR GARCIA,,,viks73@aol.com,,List import
11099601,Inactive Investor,Jason Sikorski,Associate Advisor,"Wingate Wealth Advisors, Inc.",jason.sikorski@wingatewealthadvisors.com,,Salesforce
10921534,Inactive Investor,Spencer Mccartney,Financial Advisor,Edward Jones Colville WA 298 S Main St,spencer.mccartney@edwardjones.com,,Salesforce
11167747,Inactive Investor,Roland Miles,,Morgan Stanley Sandy UT 200 W Civic Center Dr,roland.miles@morganstanley.com,,Salesforce
10510599,,Michael Martin,Wealth Manager,LPL Financial,michael.martin@lpl.com,,List Import
346614,,Seth Stein,Executive Benefits Director,"Chadler Investment Advisory Solutions, Llc",sstein@chadlersolutions.com,732-595-2200,Manual List Upload
10835345,Inactive Investor,Maureen Curto,,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",maureen.curto@raymondjames.com,,Salesforce
10822837,Inactive Investor,Harrison Brown,Senior Financial Associate,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",harrison.brown@rbc.com,,Salesforce
11167364,Inactive Investor,Borami Yoon,Financial Advisor;Portfolio Manager,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,jennifer.yoon@morganstanley.com,,Salesforce
11235673,Inactive Investor,Carolina Ortiz,Co-Founder;Wealth Manager,Shared Vision Wealth Group,carolina.ortiz@sharedvisionwealth.com,,Salesforce
10606568,,Douglas Razzetti,"Financial Advisor, First Vice President - Wealth Management, Portfolio Manager",UBS Financial Services Inc.,douglas.razzetti@ubs.com,212-309-3160,List Import
9628632,,paul cox,,,coxyj1@yahoo.com,,List import
11027451,Inactive Investor,Andrew Davis,Chief Compliance Officer;Financial Planner;Founder,Seamless Financial Planning Littleton CO 8 Partridge Ln,andrew@seamlessfp.com,,Salesforce
9586535,,Kelly Horner,,,khorner@stonearchcapital.com,,List import
11086455,Inactive Investor,Victoria Gaitan,,NYLIFE Securities LLC Santa Rosa CA 1058 Wikiup Dr,vgaitan@ft.newyorklife.com,,Salesforce
210220,,Kpewe Meinane,,[Unknown],klambertm@gmail.com,,source
11111284,Inactive Investor,Nathan Male,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",nathan.male@schwab.com,,Salesforce
10619306,,Patricia Brewer,,,patricia.d.brewer@morganstanley.com,,List Import
9580953,,Ryan Cahill,,,ryan@cahillwealth.com,,List import
11169964,Inactive Investor,Teresa Golden,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,teresa.c.vautier@jpmorgan.com,,Salesforce
11030698,Inactive Investor,Michael Mcknight,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10873361,Inactive Investor,Ralph Fetrow,,"Prospera Financial Services, Inc. Harrisburg PA 3401 N Front St",ralph.fetrow@prosperafinancial.com,,Salesforce
10859719,Inactive Investor,Steven Krzywicki,Chief Executive Officer;Partner;Regulatory Contact;Wealth Advisor,"Beacon Bridge Wealth Partners, LLC",steve@beaconbridgewealth.com,,Salesforce
10987919,Inactive Investor,Maritza Morales-Quesada,,PFS Investments Inc. Miami FL 7955 NW 12th St,mmorales-quesada@primerica.com,,Salesforce
10923883,Inactive Investor,Kent Salfi,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Bangor ME 23 Water St",kent.salfi@rbc.com,,Salesforce
10843614,Inactive Investor,Michael Graziano,Financial Consultant,"Equitable Advisors, LLC East Greenwich RI 63 Cedar Ave",michael.graziano@equitable.com,,Salesforce
11025202,Inactive Investor,Alison Smellie,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,asmellie@primerica.com,,Salesforce
9613423,,David Walczak,,,david.walczak@ubs.com,,List import
10902496,Inactive Investor,John McAfee,,State Farm VP Management Corp. Redwood City CA 734 Woodside Rd,john.mcafee.mmkq@statefarm.com,,Salesforce
10918158,Inactive Investor,Patrick Conaway,,"Allstate Financial Services, LLC Aurora CO 1710 S Buckley Rd",patrickconaway@allstate.com,,Salesforce
10618793,,Michael Moran,,,michael.j.moran@morganstanley.com,,List Import
10968688,Inactive Investor,Remon Mikhail,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,rmikhail@ft.newyorklife.com,,Salesforce
11143038,Inactive Investor,Joshua Sanchez,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",joshua.sanchez@equitable.com,,Salesforce
10944307,Inactive Investor,Daniel Wiseman,,PNC Investments Montclair NJ 636 Valley Rd,daniel.wiseman@pnc.com,,Salesforce
9631134,,Roman Kiszka,,,romankiszka@hotmail.com,,List import
11037197,Inactive Investor,Michele Francis,,Purshe Kaplan Sterling Investments Toms River NJ 429 Hooper Ave,,,Salesforce
349556,,Vicente Ramos,Partner,Constitution Capital Equity Partners Lp,vramos@concp.com,978-749-9600,Manual List Upload
11029366,Inactive Investor,Daniel Lee,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 52 E 14th St,daniel.lee@citi.com,,Salesforce
9619687,,geraint jones,,,geraintjonesdesign@gmail.com,,List import
10757016,Inactive Investor,Santo Borsellino,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Stamford CT 4 Landmark Sq,santo.borsellino@morganstanley.com,,Salesforce
11076609,Inactive Investor,Gabriel Pettit,Financial Advisor,Edward Jones Fort Dodge IA 517 Central Ave,gabe.pettit@edwardjones.com,,Salesforce
10801828,Inactive Investor,Kevin Huynh,Private Client Advisor,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,kevin.huynh@jpmorgan.com,,Salesforce
11065963,Inactive Investor,Jennifer Smigal,,State Farm VP Management Corp. Laurel MD 510 4th St,jennifer.smigal.jo8k@statefarm.com,,Salesforce
169091,,Jayhyun Jeon,,[Unknown],jayhjeon@hotmail.com,,Paid Social
10990707,Inactive Investor,Libardo Lopez,Consultant,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,,,Salesforce
10904907,Inactive Investor,Shawn Wilson,Financial Advisor,Edward Jones Cary NC 1616 Evans Rd,shawn.wilson@edwardjones.com,,Salesforce
11043989,Inactive Investor,Richard Oelze,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"RRO Capital, LLC",,,Salesforce
10781127,Inactive Investor,Gwendolyn Lentz,,"Strategic Investments Advisors, Inc.",,,Salesforce
11085773,Inactive Investor,Joseph Kerr,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,jnkerr@ft.newyorklife.com,,Salesforce
10893517,Inactive Investor,Brian Asman,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",brian.asman@leumiusa.com,,Salesforce
11144894,Inactive Investor,Jeffrey Loiselle,Financial Advisor;Financial Planner,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10898826,Inactive Investor,Katrina Weiss,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,katrinaweiss@statefarm.com,,Salesforce
11076840,Inactive Investor,Daniel Moore,,"Wells Fargo Advisors Financial Network, LLC Dubuque IA 4991 Radford Ct",daniel.moore@wfafinet.com,,Salesforce
11133755,Inactive Investor,John Ferguson,,"First Western Securities, Inc.",jferguson@firstwesternsecurities.com,,Salesforce
11112717,Inactive Investor,Edward Cohen,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
11002044,Inactive Investor,Dominique Parker,,D.A. Davidson & Co. New York NY 757 3rd Ave,,,Salesforce
10780388,Inactive Investor,Floyd Peek,,The O.N. Equity Sales Company Nashville TN 189 Graylynn Dr,,,Salesforce
9591642,,Lee Marcum,,,elm9x9@gmail.com,,List import
11181977,Inactive Investor,Joanna Ransom,,"Truist Investment Services, Inc. Clayton NC 11508 US 70 Business Hwy W",joanna.ransom@truist.com,,Salesforce
11071125,Inactive Investor,Ryan Williams,Senior Branch Office Administrator,Edward Jones Fuquay Varina NC 108 E Vance St,ryan.p.williams@edwardjones.com,,Salesforce
10996098,Inactive Investor,Susana Bee,Personal Banker,"Wells Fargo Clearing Services, LLC Tomball TX 14094 FM 2920 Rd",,,Salesforce
174319,,Tom Stack,,Global Endowment Management,tstack@globalendowment.com,,
11121849,Inactive Investor,Loretta Dietz,,"FBL Marketing Services, LLC Fremont NE 1900 E Military Ave",loretta.dietz@fbfs.com,,Salesforce
11061323,Inactive Investor,Michael Stewart,,"Allstate Financial Services, LLC Baton Rouge LA 6004 Perkins Rd",michaelstewart@allstate.com,,Salesforce
10836768,Inactive Investor,Robert Mcclure,Chief Compliance Officer;Managing Member;Owner,"McClure Investment Management, LLC",bob@mcclureinvest.com,,Salesforce
11205177,Inactive Investor,Xuan Yu,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",xuan.yu@tfaconnect.com,,Salesforce
210995,,donald herr,,[Unknown],donaldherr@gmail.com,,Organic Search
9640132,,Peter Min,,,huebass@nharp.com,,List import
9560214,,Susan Shackelford-Davis,,,susansd@kebcpa.com,,List import
10943464,Inactive Investor,Parul Pandya,Owner,SP Asset Management LLC,,,Salesforce
10952948,Inactive Investor,Hany Mostafa,,J.P. Morgan Securities LLC Brooklyn NY 6510 Avenue U,hany.mostafa@jpmorgan.com,,Salesforce
9632730,,Shankar Venkatesh,,,venkatesh.shankar@gmail.com,,List import
11234022,Inactive Investor,Curtis Howard,,"Golden State Wealth Management, LLC Yuba City CA 856 Richland Rd",curtis.howard@goldenstatewm.com,,Salesforce
10957117,Inactive Investor,David Cromeens,,Cetera Advisors LLC El Paso TX 5925 Silver Spgs,,,Salesforce
10845169,Inactive Investor,Christopher Martin,Chief Accounting Officer;Co-Portfolio Manager,"Martin Capital Advisors, LLP College Station TX Private Residence",chris@martincapital.com,,Salesforce
10361996,,CLAUDIA ONISHI,,,claudia_onishi@hotmail.com,,Web Form Fillout
10998511,Inactive Investor,Jeffrey Brachfeld,,Park Avenue Securities LLC Hollywood FL 4000 Hollywood Blvd,jeffrey_brachfeld@glic.com,,Salesforce
9627565,,sophie Xi,,,sophie.xi345@gmail.com,,List import
10813550,Inactive Investor,Isabel Gonzalez,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 6535 Skillman St",isabel.g.gonzalez@wellsfargo.com,,Salesforce
11127119,Inactive Investor,Joseph Milano,,"Cambridge Investment Research, Inc. Charlotte NC 6135 Park South Dr",,,Salesforce
9604243,,Roderick Cambridge,,,rclove68@hotmail.com,,List import
10986671,Inactive Investor,Brandon Harm,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10857021,Inactive Investor,Mark Squires,Financial Consultant,"Equitable Advisors, LLC New Braunfels TX 645 W San Antonio St",mark.squires@equitable.com,,Salesforce
10792273,Inactive Investor,Craig Rogers,Chief Executive Officer;President;Regulatory Contact,"Rogers Wealth Group, Inc.",crogers@rogersco.com,,Salesforce
10860928,Inactive Investor,David Lauer,,"Ameriprise Financial Services, LLC Trenton NJ 2667 Nottingham Way",,,Salesforce
202181,,Christene Wilson,,[Unknown],christene2va@gmail.com,,source
10858229,Inactive Investor,Isaac Fried,Wealth Management Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,isaac.fried@morganstanley.com,,Salesforce
10967207,Inactive Investor,Rachel Lu,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10866280,Inactive Investor,Michael Gibbs,,State Farm VP Management Corp. Aurora CO 3140 S Parker Rd,mike.gibbs.nglh@statefarm.com,,Salesforce
10765413,Inactive Investor,Tully McGowan,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
9548119,,Nelson Castro,,,nelsoncastro@financialguide.com,,List import
10810610,Inactive Investor,Elliott Hollub,Senior Financial Associate;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",elliott.hollub@rbc.com,,Salesforce
11009726,Inactive Investor,KyungEun Kim,,"MML Investors Services, LLC Plano TX 5717 Legacy Dr",kyungeunkim@financialguide.com,,Salesforce
11042687,Inactive Investor,Paul Squarcia,Chief Compliance Officer;Founding Partner,One Charles Private Wealth,psquarcia@onecharlespw.com,,Salesforce
10756340,Inactive Investor,Colby Kadlick,Private Wealth Relationship Manager;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",colby.kadlick@ml.com,,Salesforce
11062344,Inactive Investor,Estelle Valsamis,Owner,Spotlight Asset Group,,,Salesforce
238455,,manish13@gmail.com AGARWAL,,[Unknown],manish13@gmail.com,,
9641396,,Chris Goldstone,,,chrus.goldring@gmail.com,,List import
10612987,,Rubin Magit,"Senior Financial Advisor, Vice President",,rubin.magit@ml.com,,List Import
11130419,Inactive Investor,Deirdre McLaughlin,,"Empower Financial Services, Inc Lancaster PA Private Residence",deirdre.mclaughlin@empower.com,,Salesforce
11025991,Inactive Investor,Javier Morantes Arriaga,,PFS Investments Inc. Houston TX 16225 Park 10 Pl,jmorantes-arriaga@primerica.com,,Salesforce
11194116,Inactive Investor,Robert Davis,,"Transamerica Financial Advisors, Inc Baton Rouge LA 2798 Oneal Ln",robert.davis@tfaconnect.com,,Salesforce
10956113,Inactive Investor,Zachary Kruger,,"Northwestern Mutual Investment Services, LLC Rochester MN 201 23rd Ave SW",zachary.m.kruger@nm.com,,Salesforce
11221221,,Ralph Herbert,,,rherbert@councilmark.com,,List Import
10937880,Inactive Investor,Robert Garber,,"First Command Brokerage Services, Inc. Sierra Vista AZ 333 W Wilcox Dr",,,Salesforce
10833938,Inactive Investor,Christopher Hart,,"Raymond James Financial Services, Inc. Murrieta CA 25220 Hancock Ave",christopher.hart@raymondjames.com,,Salesforce
10487370,,Chad Jones,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,chad.m.jones@ubs.com,,List Import
10977964,Inactive Investor,Antony Markarians,,J.P. Morgan Securities LLC North Hollywood CA 4455 Lankershim Blvd,antony.markarians@chase.com,,Salesforce
11088389,Inactive Investor,Jonathan Brewer,,J.P. Morgan Securities LLC Laurel MD 910 Fairlawn Ave,jonathan.w.brewer@chase.com,,Salesforce
11115443,Inactive Investor,Tammy Bruce,Financial Advisor,Edward Jones Palmer AK 642 S Alaska St,tammy.bruce@edwardjones.com,,Salesforce
10766047,Inactive Investor,Holli Shull,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",holli.shull@ml.com,,Salesforce
10872343,Inactive Investor,Alehtee Taylor,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11175962,Inactive Investor,Christopher Walton,,Thrivent Investment Management Inc. Vista CA 450 S Melrose Dr,christopher.walton@thrivent.com,,Salesforce
5811950,,Teun Lucas,Director of Business Development,CoinDesk Indices,teun.lucas@coindesk-indices.com,6506423094,Web Form Fillout
10790888,Inactive Investor,Kathryn Dilg,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",kathryn_dilg@ml.com,,Salesforce
11141387,Inactive Investor,Matthew Daigneault,Chief Compliance Officer;Director;Wealth Advisor,"Aries Wealth Management, LLC",md@arieswealthllc.com,,Salesforce
10847079,Inactive Investor,Jack Armstrong,Financial Advisor,Commonwealth Financial Network York PA 4225 W Market St,jarmstrong@commonwealth.com,,Salesforce
233060,, -,,[[Unknown]],gurustam1978@gmail.com,,
10903365,Inactive Investor,Nicholas Manos,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,nicholas.manos@ubs.com,,Salesforce
11043859,Inactive Investor,Sean James,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,sean.a.james@chase.com,,Salesforce
11219685,,Kirk Baser,,,kirk.baser@ceterafs.com,,Other
10859231,Inactive Investor,Lisa Miller,,J.P. Morgan Securities LLC Fort Lauderdale FL 3201 N Federal Hwy,lisa.miller@jpmorgan.com,,Salesforce
10796237,Inactive Investor,Jeffrey Crosby,Private Wealth Advisor,"Ameriprise Financial Services, LLC Albany OR 2225 Pacific Blvd SE",jeffrey.m.crosby@ampf.com,,Salesforce
10945885,Inactive Investor,Susan Chen,Investor;Senior Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10904200,Inactive Investor,Kavita Rajaratnam,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Diego CA 16870 W Bernardo Dr",kavita.rajaratnam@tfaconnect.com,,Salesforce
10765091,Inactive Investor,Brian Mailey,Financial Advisor;Vice President,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,brian.mailey@morganstanley.com,,Salesforce
11156141,Inactive Investor,Ronald Boddy,,"Equitable Advisors, LLC Albuquerque NM 7910 Menaul Blvd NE",ron.boddy@equitable.com,,Salesforce
11043983,Inactive Investor,Charles Randall,Chief Compliance Officer;Financial Advisor;Founder;President,Randall Financial LLC,,,Salesforce
10952658,Inactive Investor,Brian Taylor,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",brian.k.taylor@nm.com,,Salesforce
11090967,Inactive Investor,Jason Tulley,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,jason.tulley@ubs.com,,Salesforce
9581409,,Jonathan Roth,,,jroth@abbottcapital.com,,List import
9619202,,zhu ziqi,,,438283168@qq.com,,List import
11147440,Inactive Investor,Patrick Blades,,"Empower Financial Services, Inc Pinckney MI Private Residence",patrick.blades@gwrs.com,,Salesforce
9557721,,gi los,,,vrvmqj@karenkey.com,,List import
10856794,Inactive Investor,Samuel Dubose,,LPL Financial LLC Sumter SC 1225 Alice Dr,pete.dubose@lpl.com,,Salesforce
224435,,Wesley Hill,,[Unknown],wesleymhill@gmail.com,,Direct
10852752,Inactive Investor,Ryan Mullins,Client Service Associate,Morgan Stanley Charleston WV 500 Lee St E,ryan.mullins@msgraystone.com,,Salesforce
10872557,Inactive Investor,Mark Pogreba,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",mark.pogreba@aviorwealth.com,,Salesforce
11076820,Inactive Investor,Christopher Trotta,,"Robinhood Financial, LLC",christopher.trotta@robinhood.com,,Salesforce
10972970,Inactive Investor,Sharon Law,,J.P. Morgan Securities LLC Clinton Township MI 43101 Garfield Rd,sharon.law@jpmorgan.com,,Salesforce
11077822,Inactive Investor,Griffin Smith,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",griffin.smith@ml.com,,Salesforce
11008283,Inactive Investor,Sydni Sanders,,Cetera Advisor Networks LLC,,,Salesforce
10611522,,Louis Follo,Financial Advisor,,louis.follo@lpl.com,,List Import
10845239,Inactive Investor,Thomas Vann,Founder;Investment Advisor,Vann Investments LLC Castle Rock CO 3160 Industrial Way,tdvann@vanninvestmentsllc.com,,Salesforce
11173518,Inactive Investor,Brendan Estes,Financial Planning Analyst,LPL Financial LLC Ann Arbor MI 2723 S State St,brendan.estes@lpl.com,,Salesforce
10990523,Inactive Investor,Jade Skelton,Premier Banker,"Wells Fargo Clearing Services, LLC Wilmington NC 5501 Carolina Beach Rd",jade.skelton@wellsfargo.com,,Salesforce
11112888,Inactive Investor,Ben L Ellerbe,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
9547930,,George Cerwin,,,gcerwin@sagepointadvisor.com,,List import
10914963,Inactive Investor,Daniel Peterson,Financial Advisor,LPL Financial LLC Ely MN Private Residence,daniel.peterson@lpl.com,,Salesforce
10657927,,Eduardo Loconte,,,eduardo.loconte@jpmorgan.com,,List Import
10911087,Inactive Investor,Matthew Greer,Senior Wealth Advisor,"The Mather Group, LLC Dallas TX 5420 Lyndon B Johnson Fwy",m.greer@themathergroup.com,,Salesforce
11263808,Inactive Investor,Jason Vickers,,Mirador Capital Partners,jackson.vickers@miradorcp.com,925-621-1000,Salesforce
9635430,,Rose Kline,,,rose@auxanoadvisors.com,,List import
11030147,Inactive Investor,Melissa Seton,,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
11206657,Inactive Investor,James Mannah,,LPL Financial LLC Silver Spring MD 3701 Rossmoor Blvd,james.mannah@lpl.com,,Salesforce
10618265,,Douglas Meyer,,,douglas.meyer@wellsfargoadvisors.com,,List Import
11218421,,Kirsten Sovern,,,kirsten.sovern@53.com,,List Import
10615436,,Douglas Horn,"Executive Director, Financial Advisor, Senior Portfolio Management Director",,douglas.horn@morganstanley.com,,List Import
11172131,Inactive Investor,Peter Hundt,,Commonwealth Financial Network Brookfield WI 375 Bishops Way,phundt@commonwealth.com,,Salesforce
10659039,,Aaron Vasil,,,avasil@northsouthcap.com,,List Import
10853063,Inactive Investor,Amer Hilanto,,"World Choice Securities, Inc. Spring Valley CA Private Residence",,,Salesforce
11068843,Inactive Investor,Samuel Sinclair,Financial Advisor,Edward Jones Kansas City MO 6432 NW Crooked Rd,am.sinclair@edwardjones.com,,Salesforce
11129864,Inactive Investor,Lee Dansby,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",leeann.dansby@schwab.com,,Salesforce
10849940,Inactive Investor,Ruth Schwartz,,PFS Investments Inc. Burnsville MN 1500 McAndrews Rd W,ruth.schwartz@primerica.com,,Salesforce
10866552,Inactive Investor,Benjamin Reep,Financial Advisor,"Ameriprise Financial Services, LLC Saint Augustine FL 2225 A1A S",ben.reep@ampf.com,,Salesforce
9603699,,bug Buga,,,bugakenyi@gmail.com,,List import
191556,,josh hannah,,[[Unknown]],jhannah@gmail.com,,Initial Salesforce Import
11129827,Inactive Investor,John Klapperich,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",john.klapperich@ampf.com,,Salesforce
10781877,Inactive Investor,Marc Lawrence,,"Truist Investment Services, Inc. Homosassa FL 9551 S Suncoast Blvd",marc.lawrence@truist.com,,Salesforce
176189,,Becky Mehlhoff,Accountant,[Unknown],mehlhofb@northern.edu, +1 605 626 7744,Database Upload
10970596,Inactive Investor,Mohammad Khan,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,mohammad.khan2@fmr.com,,Salesforce
10836679,Inactive Investor,Julie Marks,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Oklahoma City OK 9104 N Kelley Ave",julie.l.marks@ampf.com,,Salesforce
9574520,,Jansen Del Vecchio,,,janzd03@aim.com,,List import
11166839,Inactive Investor,Zachary Inklebarger,,BNY Mellon Securities Corporation Lake Mary FL 600 Colonial Center Pkwy,,,Salesforce
9630285,,Joshua Fitterman,,,joshfitterman@gmail.com,,List import
11116298,Inactive Investor,Anish Patel,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",anish.patel@nm.com,,Salesforce
10967713,Inactive Investor,Chrisander Crisostomo,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,chrisander.crisostomo@fidelity.com,,Salesforce
10949794,Inactive Investor,Jena Allison Wright,,Fidelity Brokerage Services LLC Taylorsville UT Private Residence,,,Salesforce
9593285,,Napat J,,,napatjatusripitak@gmail.com,,List import
10781936,Inactive Investor,Amy Gaffney,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,amymarie.flanagan@fmr.com,,Salesforce
9550349,,Youssef Haidar,,,itsyoussefhaidar@gmail.com,,List import
9631590,,Vincent Cionnni,,,aczzaboutme@gmail.com,,List import
10807931,Inactive Investor,Blake Keeling,,"Wells Fargo Clearing Services, LLC Jupiter FL 5420 Military Trl",b.keeling@wfadvisors.com,,Salesforce
10936082,Inactive Investor,Wendy Sprouse,,"Farmers Financial Solutions, LLC Viburnum MO 2 Viburnum Center Rd",,,Salesforce
11194481,Inactive Investor,James Graham,Financial Professional,"MML Investors Services, LLC Birmingham AL 3500 Colonnade Pkwy",jamesgraham@financialguide.com,,Salesforce
348961,,Lynne Parks,Vice President,C F Parks Inc,lynne@cfparks.com,704-637-6011,Manual List Upload
11060166,Inactive Investor,Peter Irvin,Executive Financial Services Director;Financial Advisor;First Vice President;Portfolio Management Director;Portfolio Manager;Sen,Morgan Stanley Irvine CA 1901 Main St,peter.irvin@morganstanley.com,,Salesforce
10860590,Inactive Investor,Steven Ryherd,Owner;Wealth Advisor,"Avior Wealth Management, LLC La Vista NE 12110 Port Grace Blvd",steven.ryherd@aviorwealth.com,,Salesforce
11209358,Inactive Investor,Jing Liu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Thousand Oaks CA 650 S Westlake Blvd",jing.liu@schwab.com,,Salesforce
9629945,,Jordan Kelman,,,jkelman23@gmail.com,,List import
11134196,Inactive Investor,David Wheeler,Corporate Retirement Director;Director - Alternative Investments;Institutional Consulting Director;Managing Director - Wealth Ma,Morgan Stanley Tampa FL 100 N Tampa St,david.wheeler@morganstanley.com,,Salesforce
10861135,Inactive Investor,Antoinette Gega,Financial Advisor,Commonwealth Financial Network Freehold NJ 100 Willowbrook Rd,agega@commonwealth.com,,Salesforce
371347,,David Shmuely,,United States,nybronco1@aol.com,,Google Natural Search
11065993,Inactive Investor,Theodore Calcina,,"Osaic Wealth, Inc. West Columbia SC 1727 Augusta Rd",,,Salesforce
11071484,Inactive Investor,Walter Alfredo Leon Diaz,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10657950,,Joseph Filicicchia,,,joe.filicicchia@jpmorgan.com,,List Import
11114077,Inactive Investor,David Neumann,,"Cambridge Investment Research, Inc. Altoona PA 3370 Lynwood Dr",,,Salesforce
10818406,Inactive Investor,David Pitz,,LPL Financial LLC Sparks Glencoe MD 1 Kelly Way,david.pitz@lpl.com,,Salesforce
11135965,Inactive Investor,Nicholas Casuccio,,Fidelity Brokerage Services LLC,,,Salesforce
10774925,Inactive Investor,Tiffany Lauro,Portfolio Associate,Morgan Stanley Mandeville LA 1261 W Causeway Approach,tiffany.lauro@morganstanley.com,,Salesforce
10987778,Inactive Investor,Brendan Schafer,,LifeMark Securities Corp. Valparaiso IN 2005 Valparaiso St,,,Salesforce
11159621,Inactive Investor,Darryl Plunkett,Financial Advisor,Edward Jones Irving TX 909 Lake Carolyn Pkwy,darryl.plunkett@edwardjones.com,,Salesforce
10820026,Inactive Investor,Sassene Dyer,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",sassene.sumner@raymondjames.com,,Salesforce
10974699,Inactive Investor,Brandon Oing,Talent Acquisition Manager,Edward Jones Wadsworth OH 121 College St,,,Salesforce
10764385,Inactive Investor,Peter McCarty,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",peter.mccarty@nm.com,,Salesforce
9620292,,Watcharaphol Chitvattanawong,,,sukyod_man@hotmail.com,,List import
9577441,,Regis DeSilva,,,regisdesilva@gnail.com,,List import
231755,,robert -,,Summa Group,robert.dalie@opco.com,,
10877348,Inactive Investor,Clinton Allen,Financial Advisor,LPL Financial LLC Murfreesboro TN 1835 E Northfield Blvd,clinton.allen@lpl.com,,Salesforce
9544149,,Sandeep Choudhary,,,sandeepchoudharys787@gmail.com,,List import
10869488,Inactive Investor,Robert Ross,Chief Compliance Officer,"Advisors Capital Management, LLC",robert.ross@advisorscenter.com,,Salesforce
10656741,,Charles Dugan,,,charles.dugan@fmr.com,,List Import
10864060,Inactive Investor,John Frampton,,"Raymond James Financial Services, Inc. King of Prussia PA 630 Freedom Business Ctr Dr",,,Salesforce
9553338,,Luc Smits van Oyen,,,lucsmitsvanoyen@hotmail.com,,List import
10616631,,Maralynn Kearney,,,maralynn.kearney@lpl.com,,List Import
9546258,,Brian Leight,,,brian.leight@stblaw.com,,List import
9626436,,Nikos Moulinos,,,mrmoulinos@gmail.com,,List import
10617920,,Baltimore Ortega,,,baltimore.ortega@wellsfargoadvisors.com,,List Import
11150544,Inactive Investor,Sandrasophia Morales,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",sandrasophia.morales@transamerica.com,,Salesforce
10853850,Inactive Investor,Gail Zilka,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11183870,Inactive Investor,Victor Gutzwa,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",victor.a.gutzwa@wellsfargoadvisors.com,,Salesforce
10658218,,Leo Reljac,,,leo.reljac@primerica.com,,List Import
9599204,,Rich St.Jean,,,richstone@hotmail.co.uk,,List import
11124081,Inactive Investor,William Williams,Branch Manager;Director,Oppenheimer & Co. Inc. Plymouth MI 1007 W Ann Arbor Trl,william.williams@opco.com,,Salesforce
11218971,,Paul Ried,,,riedp@ceteranetworks.com,,Other
11187521,Inactive Investor,Kari Snyder,,LPL Financial LLC Peoria IL 619 SW Water St,kari.snyder@lpl.com,,Salesforce
9559565,,David Shore,,,david.shore@citizensbank.com,,List import
11173127,Inactive Investor,Jon Wagoner,,J.P. Morgan Securities LLC Savannah GA 201 W Broughton St,jon.t.wagoner@chase.com,,Salesforce
11030848,Inactive Investor,Michael Lancaster,,"Raymond James Financial Services, Inc. Houston TX 19500 State Hwy 249",michael.lancaster@raymondjames.com,,Salesforce
11100828,Inactive Investor,Christian Stearns,,"Cambridge Investment Research, Inc. Fort Myers FL 2740 Oak Ridge Ct",,,Salesforce
10783909,Inactive Investor,Garrett Bates,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palo Alto CA 775 Page Mill Rd,garrett.bates@ubs.com,,Salesforce
10783882,Inactive Investor,Glenn Grimsley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,glenn.grimsley@fidelity.com,,Salesforce
342275,,Al Dinicola,Investment Adviser Representative,Namcoa,adinicola@namcoa.com,239-593-5525,Manual List Upload
10846282,Inactive Investor,Kristin Rathjen,Financial Advisor;Financial Specialist,Wedbush Securities Inc. Scottsdale AZ 14851 N Scottsdale Rd,kristin.rathjen@wedbush.com,,Salesforce
10883548,Inactive Investor,James Bernhardt,,"Ameriprise Financial Services, LLC Westport CT 191 Post Rd W",,,Salesforce
10868594,Inactive Investor,John Bryant,Branch Manager;Chief Compliance Officer;Chief Executive Officer;Director;Investment Management Consultant;President,"Bryant Wealth Management, Inc.",chris@bryantwealthmanagement.com,,Salesforce
11034746,Inactive Investor,Daniel Copeland,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_copeland@vanguard.com,,Salesforce
11065907,Inactive Investor,Kenneth Phillips,,"Transamerica Financial Advisors, Inc Cullman AL 214 2nd Ave SE",kenneth.phillips@tfaconnect.com,,Salesforce
35078,,Robert Segall,,"MML Investors Services, LLC",rsegall@massmutual.com,212-536-8716,
11024323,Inactive Investor,Jared Pollard,,"RBC Capital Markets, LLC",,,Salesforce
9635031,,Cori Johnson,,,cori.johnson@nuveen.com,,List import
11153100,Inactive Investor,Natalia Morales,Client Associate;Client Service Associate,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",natalia.morales@ubs.com,,Salesforce
10787710,Inactive Investor,Damon Nelson,Investment Advisor,Fisher Investments,d.nelson@fi.com,,Salesforce
219989,,Nikhil Patel,,[Unknown],nikhilpatel86@gmail.com,,source
10758545,Inactive Investor,Jeffrey Bobrowicz,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",jeffrey.bobrowicz@wellsfargoadvisors.com,,Salesforce
11170189,Inactive Investor,Matthew Rohr,Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
11078206,Inactive Investor,Joseph Zeisler,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 1111 N 102nd Ct",joseph.zeisler@ampf.com,,Salesforce
10960748,Inactive Investor,Jennifer Galicia,,"Raymond James Financial Services, Inc. Upland CA 1125 E 16th St",jennifer.galicia@raymondjames.com,,Salesforce
10858964,Inactive Investor,Sarah Ledonne,Chief Compliance Officer,Crescat Portfolio Management LLC,,,Salesforce
10827984,Inactive Investor,James Householder,Investment Advisor Representative,"Osaic Wealth, Inc. Minnetonka MN 14525 Hwy 7",,,Salesforce
10798988,Inactive Investor,Sally Engels,Financial Advisor,Edward Jones Palm Beach Gardens FL 4500 PGA Blvd,sally.engels@edwardjones.com,,Salesforce
11107713,Inactive Investor,Sherri Marini,,"Legacy Advisory Group, Inc.",,,Salesforce
227780,, -,,[[Unknown]],sophist4@naver.com,,
10786720,Inactive Investor,Laura Tidd,Personal Banker,"Fifth Third Securities, Inc. West Chester OH 8975 Lakota Dr W",laura.tidd@53.com,,Salesforce
9540873,,Maxime Gillot,,Arba Fund,m.gillot@arbafund.com,,Organic Search
9572482,,Maco Fowlkes,,,mfowlkes@bransonfowlkes.com,,List import
11231783,Inactive Investor,Curtis Felt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
340441,,Nestor Hernandez,Portfolio Manager,"Intercontinental Wealth Advisors, Llc",nhernandez@intercontl.com,210-271-7947,Manual List Upload
11254313,Inactive Investor,Sarah Mcclung,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9584656,,Jarrett Jacobs,,,jarrett.jacobs@53.com,,List import
350769,,Danny Moore,Affiliated Wealth Advisor,Wealth Enhancement & Preservation,dmoore@wealthep.com,678-739-0175,Manual List Upload
10856139,Inactive Investor,Eric Ponce,,State Farm VP Management Corp. Melbourne FL 2240 N Wickham Rd,eric.ponce.cp6g@statefarm.com,,Salesforce
11134901,Inactive Investor,Patrick Mahar,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",patrick_mahar@ml.com,,Salesforce
9542520,,Moshe Roth,,,moshro1@yahoo.com,,List import
10969282,Inactive Investor,Laura Ostrander,,Vanguard Marketing Corporation,laura_ostrander@vanguard.com,,Salesforce
9540830,,Sumant Kulkarni,,Canaccord Genuity,skulkarni@cgf.com,,3rd Party Lead Gen
10828723,Inactive Investor,Richard Radecki,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Bellevue WA 500 108th Ave NE,richard.radecki@morganstanley.com,,Salesforce
10868290,Inactive Investor,Charles Jordan,,"Herold & Lantern Investments, Inc. New York NY 845 3rd Ave",cjordan@heroldlantern.com,,Salesforce
193107,,Michael Hlavacek,,[Unknown],michaelhlavacek2016@yahoo.com,,
10911351,Inactive Investor,Jeffrey Tso,,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,jeffrey.tso@us.hsbc.com,,Salesforce
233605,, -,,[[Unknown]],lphosier@aol.com,,
10856605,Inactive Investor,Sukhwant Singh,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,sukhwant.singh@primerica.com,,Salesforce
9551626,,Marianne Conway,,,marianne.conway@voyafa.com,,List import
10947216,Inactive Investor,Micheal Miller,,"VALIC Financial Advisors, Inc. Columbus OH 8050 N High St",micheal.miller@valic.com,,Salesforce
10809100,Inactive Investor,Jack Uber,Registered Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10584182,,Roxzanne Waite,,,miraclezrus@gmail.com,,Web Form Fillout
10908048,Inactive Investor,Bryce Klem,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10880102,Inactive Investor,Gerard Erbeck,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,gerard.erbeck@fmr.com,,Salesforce
11238571,Inactive Investor,Elizabeth Borow,,Thompson Street Capital Partners,eborow@tscp.com,,Salesforce
9552656,,Alex Bacu,,,abacu@nb.com,,List import
11098388,Inactive Investor,Hubert Ramey,,"Cambridge Investment Research, Inc. Bumpass VA Private Residence",framey@cambridgesecure.com,,Salesforce
9645722,,Vincent Koroh,,,vkoroh@gmail.com,,List import
10935393,Inactive Investor,Jose Serrano,,J.P. Morgan Securities LLC Van Nuys CA 7108 Sepulveda Blvd,jose.x.serrano@chase.com,,Salesforce
11206190,Inactive Investor,Phuong Phan,,LPL Financial LLC Santa Ana CA 1932 E Deere Ave,phuong.phan@lpl.com,,Salesforce
10698603,,Biagio Rita Vetrano,,,1gino.vetrano@gmail.com,,Web Form Fillout
5245947,,Michael Lambert,,,perfectmatch@comcast.net,5083806723,Web Form Fillout
11155671,Inactive Investor,Anthony Slezak,Partner,LPL Financial LLC Latrobe PA 2519 Ligonier St,tony.slezak@lpl.com,,Salesforce
55713,,Paul Lytle,CIO,Lytle Investments,paul@lytleinvestments.com,716-773-6626,Manual List Upload
9601619,,Frank Lombardozzi,,,frank@kempsvillechiro.com,,List import
214955,,Ryan Kimball,,[Unknown],rkimball@deloitte.com,,source
334934,,Fred Murphy,Managing Director,Mmhp Investment Advisors,fmurphy@mmhpinvest.com,229-228-1822,Manual List Upload
341844,,Randy Lee,"Financial Planner, Partner","Trustcore Financial Services, Llc",randy.lee@trustcore.com,615-377-1177,Manual List Upload
11041114,Inactive Investor,Raven Manigault,,J.P. Morgan Securities LLC Fairfield CA 1845 N Texas St,raven.manigault@chase.com,,Salesforce
11146495,Inactive Investor,Maxwell Bull,Director - Alternative Investments;Lending Specialist;Managing Director;Private Wealth Advisor;Workplace Advisor;Workplace Advis,Morgan Stanley Denver CO 1550 Market St,maxwell.bull@morganstanley.com,,Salesforce
9563709,,Matt Stover,,,stover@mgstover.com,,List import
10991589,Inactive Investor,Colby Davis,Analyst;Chief Investment Officer;Investment Advisor Representative;Portfolio Analyst;Regulatory Contact,"RHS Financial, LLC",colby@rhsfinancial.com,,Salesforce
10606478,,Jeffrey Schmidt,"Chief Compliance Officer, Compliance Manager, Head - Regulatory Compliance, Regulatory Contact",First Sentier Investors (US) LLC,jeff.schmidt@firstsentier.com,502-912-5517,
11002307,Inactive Investor,Elisa Schvaneveldt,Financial Advisor,"Forum Financial Management, LP Salt Lake City UT 5809 S Holstein Way",eschvan@forumfinancial.com,,Salesforce
11020169,Inactive Investor,Ryan Mendenhall,,"Avantax Investment Services, Inc. Corvallis OR 2334 NW Professional Dr",,,Salesforce
11105963,Inactive Investor,Shengde Liu,Chief Investment Officer;Managing Partner,"Access Wealth Group, LLC",jeff@accesswealth.vc,,Salesforce
341912,,Robert Keough,Managing Director,Jlc Infrastructure,rkeough@jlcinfra.com,212-701-8715,Manual List Upload
322149,,Michael Schwaeber,Chief Financial Officer,"Northern Trust Securities, Inc.",mrs@ntrs.com,312-444-5140,
11217369,,Kathryn Frevola,,,kathryn_frevola@ml.com,,Other
10784664,Inactive Investor,Christopher Vanvynck,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.vanvynck@jpmorgan.com,,Salesforce
11150575,Inactive Investor,Debra Harmon,,"Transamerica Financial Advisors, Inc Cherry Hill NJ 80 Barclay Shopping Ctr",debra.harmon@tfaconnect.com,,Salesforce
343415,,Anuj Kamdar,Vice President,"Pegasus Capital Advisors, L.p.",akamdar@pcalp.com,203-869-4400,Manual List Upload
11125610,Inactive Investor,Amelda Dobison,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,adobison.6rgtf@primerica.com,,Salesforce
9646508,,Jonathan Lobatto,,,jonlobatto@gmail.com,,List import
9547837,,Robert Demasi,,,rdemasi@fscadvisor.com,,List import
9591259,,Tomá? Mi?ura,,,tmisura@gmail.com,,List import
243148,,Rianka Dorsainvil,Co-Founder and Co-CEO,2050 Wealth Partners,rianka@2050wps.com,,Manual List Upload
10941995,Inactive Investor,David Kemp,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,david.kemp@primerica.com,,Salesforce
10970860,Inactive Investor,Maria Regina Ruth Talusan,,"Packerland Brokerage Services, Inc. Valencia CA 25000 Avenue Stanford",maria-regina-ruth_talusan@packerlandbrokerage.com,,Salesforce
91323,,Kenneth Pegher,Chief Compliance Officer,Sfg Wealth Management,kpegher@sfgmd.com,410-825-3200,Manual List Upload
10754255,Inactive Investor,Paul Kilcullen,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",paul.kilcullen@ml.com,,Salesforce
11075731,Inactive Investor,Adrian Matosich,,D.A. Davidson & Co. Bozeman MT 1101 E Main St,amatosich@dadco.com,,Salesforce
9648319,,ANTOINE DELERME,,,antoine.delerme@gmail.com,,List import
10971380,Inactive Investor,Karina Lew,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,,,Salesforce
11123088,Inactive Investor,David Rice,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Simons Island GA 103 Main St",david_h_rice@ml.com,,Salesforce
10954074,Inactive Investor,Megan Murphy,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10644477,,Vincent Maiorano,,,vmaiorano@brileywealth.com,,List Import
9601862,,Niels Van Iperen,,,info@niels.com,,List import
11006597,Inactive Investor,Benjamin Recek,Financial Advisor,Edward Jones Forest Grove OR 1910 Main St,benjamin.recek@edwardjones.com,,Salesforce
11018278,Inactive Investor,Tyler Marsh,,"Wells Fargo Advisors Financial Network, LLC West Des Moines IA 5550 Wild Rose Ln",tyler.marsh@wfafinet.com,,Salesforce
11130913,Inactive Investor,Noah Dreyfuss,Chief Compliance Officer;Managing Member;Senior Financial Advisor,Dreyfuss Capital Management LLC,noah@dreyfusswm.com,,Salesforce
11003390,Inactive Investor,Nicholas Frasca,,J.P. Morgan Securities LLC Brooklyn NY 413 86th St,,,Salesforce
11051601,Inactive Investor,Phillip Huff,Partner,"Golden Reserve Retirement, LLC",phil.huff@goldenreserve.com,,Salesforce
10923311,Inactive Investor,Jason Abbamonte,Financial Advisor,PNC Investments Dallas TX 1824 Abrams Rd,jason.abbamonte@pnc.com,,Salesforce
11061888,Inactive Investor,Chad Berry,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,,,Salesforce
9629664,,Scott Farnsworth,,,scfarns@gmail.com,,List import
10945415,Inactive Investor,Tamim Naemi,,"U.S. Bancorp Investments, Inc. Walnut Creek CA 200 Pringle Ave",tim.naemi@usbank.com,,Salesforce
11222865,,William Geisdorf,,,will.geisdorf@marinerwealthadvisors.com,,List Import
9567774,,Jason Dekeuster,,,jdekeuster@massmutual.com,,List import
9610352,,Simon Lee,,,ptsan1009@gmail.com,,List import
10939625,Inactive Investor,Jason Pinkham,Chief Executive Officer;Founder,Sonder Partners,,,Salesforce
10823972,Inactive Investor,Maegen Wallum,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Rapid City SD 909 Saint Joseph St,maegen.wallum@morganstanley.com,,Salesforce
11110007,Inactive Investor,Dedra Goodenough,Financial Advisor,LPL Financial LLC Great Bend KS 1516 Main St,dedra.goodenough@lpl.com,,Salesforce
11173017,Inactive Investor,Larry Pham,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,lpham@gwnsecurities.com,,Salesforce
10786604,Inactive Investor,David Gallello,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,david.gallello@fidelity.com,,Salesforce
238347,,David@terrapinfund.net Braeger,,[Unknown],david@terrapinfund.net,,Organic Search
208858,,Christopher Howard,Analyst - Lead Compliance and Regulatory,Thrivent Investment Management Inc.,christopher.howard@thrivent.com,920-628-5828,
9562967,,William Lafontaine,,,billlafontaine1@gmakil.com,,List import
10821641,Inactive Investor,Eldon Ahue,,PFS Investments Inc. Honolulu HI 1314 S King St,eldon.ahue@primerica.com,,Salesforce
9620780,,Deniz Karaboga,,,dkaraboga@gmail.com,,List import
10786633,Inactive Investor,Nicole Herron,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,nicole.jacobs@fidelity.com,,Salesforce
11217438,,Kaelen Shay,,,kshay@commonwealth.com,,Other
10984311,Inactive Investor,Reina Turcios,,J.P. Morgan Securities LLC Houston TX 1155 Edgebrook Dr,reina.turcios@jpmorgan.com,,Salesforce
11210884,Inactive Investor,Alexander Bachman,,"BOK Financial Securities, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
10796572,Inactive Investor,Thomas Ciesla,,"Cambridge Investment Research, Inc. Shorewood IL Private Residence",,,Salesforce
111340,,Lorenzo Bernasconi,,Isrf,bernasconi.kohn@gmail.com,(646) 402-4306,
11086550,Inactive Investor,Patrick Byrne,Financial Advisor,Edward Jones Pittsburgh PA 9066 Perry Hwy,patrick.byrne@edwardjones.com,,Salesforce
9593041,,Jeffrey Hagar,,,jeffrey.hagar.basf@icloud.com,,List import
11161958,Inactive Investor,Paul Yu,Investment Associate,"Wells Fargo Advisors Financial Network, LLC Mercer Island WA 7900 SE 28th St",paul.yu@wfafinet.com,,Salesforce
10815581,Inactive Investor,Scott Jarnot,,"Financial Dimensions Group, Inc. Saint Paul MN 708 Cleveland Ave SW",sjarnot@fdg-advisors.com,,Salesforce
1001684,Inactive Investor,David Backens,Chief Risk Officer,Certis Capital Management,david@certiscapital.com, +1 805 965 0509,Database Upload
10347170,,Elizabeth Evans,,,e.martinaevans@gmail.com,,Web Form Fillout
10765487,Inactive Investor,Donna Martorelli,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,donna.martorelli@ubs.com,,Salesforce
11047114,Inactive Investor,Stevi Edmunds,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",stevi.edmunds@ml.com,,Salesforce
10890527,Inactive Investor,Christopher Copley,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
10771895,Inactive Investor,Julia Dimon,,Allen & Company LLC,,,Salesforce
11074735,Inactive Investor,Chad Levan,Associate,Edward Jones Halifax PA 1029 N River Rd,,,Salesforce
10792995,Inactive Investor,Michael McFerran,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",michael_mcferran@ml.com,,Salesforce
349280,,Steve Lauterbach,Member,"Lauterbach Financial Advisors, Llc",slauterbach@lb-cpa.com,915-544-6950,Manual List Upload
11197179,Inactive Investor,Bruce Rivera,,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",bruce.rivera@wellsfargo.com,,Salesforce
11092586,Inactive Investor,Brandyn Osso,,J.P. Morgan Securities LLC Hudson OH 136 W Stsboro St,brandyn.osso@jpmorgan.com,,Salesforce
10879629,Inactive Investor,Joseph Downs,Financial Advisor;President;Principal,"Reality Financial Planning Services, LLC",joe@realityfinancialplanning.com,,Salesforce
10850603,Inactive Investor,Angela Williams,Investment Portfolio Associate,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",angela.williams@raymondjames.com,,Salesforce
203170,,Clare Chu,,[Unknown],clarechu@aol.com,,Event
127983,,Adrian Larson,,Ep Wealth Advisors,alarson@epwealth.com,(602) 795-7600,
1001527,Inactive Investor,Yuriy Anosov,,Anchorage,yuriy@anchorage.com,,
10878746,Inactive Investor,Kenneth Hawley,,"American Portfolios Financial Services, Inc. Buffalo NY 1400 Sweet Home Rd",khawley@americanportfolios.com,,Salesforce
11228964,Inactive Investor,Nairi Agabaian,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9648357,,Jason Urban,,,jurban@dblgp.com,,List import
10946392,Inactive Investor,Lanny Weisman,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",lweisman@nationallife.com,,Salesforce
10827294,Inactive Investor,Haygood Seawell,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",haygood.seawell@wellsfargo.com,,Salesforce
10602202,,Ashar Orang,,,muhammadashar221@gmail.com,,Web Form Fillout
11078644,Inactive Investor,Christopher Biddison,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",,,Salesforce
11212005,Inactive Investor,Richard Moldenhauer,Financial Advisor,Commonwealth Financial Network Orchard Park NY 6195 W Quaker St,rmoldenhauer@commonwealth.com,,Salesforce
237453,, -,,[[Unknown]],ibrahim.aktas@outlook.com,,
10831117,Inactive Investor,Brad Brady,Financial Consultant,Thrivent Investment Management Inc. Salisbury NC 2507 Jake Alexander Blvd S,brad.brady@thrivent.com,,Salesforce
11186785,Inactive Investor,Daniel Vick,Regional Vice President,PFS Investments Inc. Talbott TN 6158 W Andrew Johnson Hwy,daniel.vick@primerica.com,,Salesforce
10851996,Inactive Investor,Zachary Shrier,Financial Advisor,LPL Financial LLC Los Angeles CA 1925 Century Park E,zachary.shrier@lpl.com,,Salesforce
11130222,Inactive Investor,Nan Lesnick,,"First Heartland Capital, Inc. Boerne TX 429 Horizon Crst",nlesnick@firstheartland.com,,Salesforce
11218859,,Michelle Rozich,,,michelle.rozich@mutualofamerica.com,,Other
11084635,Inactive Investor,Lauren Latorre-Osterling,,State Farm VP Management Corp. Madison CT 38 Academy St,,,Salesforce
11182493,Inactive Investor,Chelsey Munn,Registered Administrative Associate,LPL Financial LLC Hartsville SC 146 Cargill Way,chelsey.munn@lpl.com,,Salesforce
10858685,Inactive Investor,Marty Paul,Senior Financial Advisor,Sowell Management Gig Harbor WA 3312 Rosedale St NW,marty@sowellmanagement.com,,Salesforce
10853571,Inactive Investor,Christopher Labbe,,The Huntington Investment Company Canton OH 4481 Munson St NW,,,Salesforce
11148323,Inactive Investor,Andrew Pratt,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,apratt@ft.newyorklife.com,,Salesforce
5248443,,Michael Krause,,,michael@planawm.com,,Web form fillout
10900929,Inactive Investor,David De La Ree Valencia,Investment Specialist,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",david.de@ampf.com,,Salesforce
10837268,Inactive Investor,Mark Black,,Cetera Advisors LLC Dayton OH 329 Regency Ridge Dr,,,Salesforce
11017813,Inactive Investor,Johnette Fulton,Associate Financial Advisor,"Ameriprise Financial Services, LLC Bothell WA 19125 N Creek Pkwy",johnette.fulton@ampf.com,,Salesforce
10903363,Inactive Investor,Kornelia Potomska,Wealth Management Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,kornelia.potomska@ubs.com,,Salesforce
9568651,,Conor Mcclun,,,cmcclun@gmail.com,,List import
10756901,Inactive Investor,Troy Hooker,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",troy.hooker@ml.com,,Salesforce
235170,, -,,[[Unknown]],cur732@gmail.com,,Organic Search
10617163,,Thomas Hohbach,,,thomas.hohbach@ampf.com,,List Import
10869358,Inactive Investor,Danielle Bily,Financial Advisor,Edward Jones Richmond TX 503 FM 359 Rd,danielle.hope@edwardjones.com,,Salesforce
10761520,Inactive Investor,Frank Moore,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,frank.moore@ubs.com,,Salesforce
10656126,,Gerald Bloodsaw,,,gbloodaw@ft.newyorklife.com,,List import
10846660,Inactive Investor,Julie Harris,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
348140,,Thomas Campion,Member,"Merit Capital Partners Iv, L.l.c.",tcampion@meritcapital.com,312-592-6111,Manual List Upload
8480866,,Scott Donaldson,,The Vanguard Group,scott_j_donaldson@vanguard.com,,List Import
218106,,Ruben Soto,,[Unknown],ruben.p.soto@gmail.com,,Direct
10695731,,Hosein Sa,,,trexhosein@gmail.com,,Web form fillout
11165751,Inactive Investor,Gabriel Short,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",gabriel.short@equitable.com,,Salesforce
9571992,,Nebu -,,,nebuphilip19@gmail.com,,List import
10862666,Inactive Investor,Cecil Samson,Regional Leader,PFS Investments Inc. Overland Park KS 8500 W 110th St,cecil.samson@primerica.com,,Salesforce
11126225,Inactive Investor,Alexander King,Senior Associate,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,alexander.l.king@jpmorgan.com,,Salesforce
9633342,,Alvaro Rodriguez,,,ajraudio@gmail.com,,List import
10488337,,William Dunne,"Chief Compliance Officer, Director, General Counsel","Civitas Capital Management, LLC",bill.dunne@civitascapital.com,,List Import
9583091,,Robert Eddy,,,reddy@silverlakewealth.com,,List import
10801623,Inactive Investor,Nicholas Kozak,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",nicholas.kozak@ml.com,,Salesforce
11105633,Inactive Investor,Carla Lira,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",carla.lira@empower.com,,Salesforce
10761414,Inactive Investor,Brian Frank,Global Sports and Entertainment Director;Managing Director;Portfolio Management Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,brian.frank@morganstanley.com,,Salesforce
10942004,Inactive Investor,Gilbert Canales,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 15760 N Frank Lloyd Wright Blvd",,,Salesforce
10773664,Inactive Investor,Andrew Patrick,,"Osaic Institutions, Inc. The Villages FL 3430 Southern Trce",apatrick@infinexgroup.com,,Salesforce
11206529,Inactive Investor,Mary Schmutte,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Cincinnati OH 6240 Glenway Ave",mary.schmutte@usbank.com,,Salesforce
11091191,Inactive Investor,Kurt Schlemitz,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",schlemik@stifel.com,,Salesforce
187596,,Shane White,,[Unknown],shane.a.white@gmail.com,,source
10778657,Inactive Investor,William Lane,Chief Financial Officer;Executive Vice President;Partner;Regulatory Contact,Torray Investment Partners LLC,lane@torray.com,,Salesforce
11098807,Inactive Investor,Avard Dow,,Bolton Global Capital Falmouth ME 358 US Rte 1,adow@deltaequity.com,,Salesforce
10996256,Inactive Investor,Daniel Heaton,,Cetera Advisor Networks LLC Oklahoma City OK 5560 NW 72nd St,,,Salesforce
10866856,Inactive Investor,Heather Swindells,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10550,,Jaidev Anand,,Balanced Financials,jsanand@gmail.com,6096527493,
11154730,Inactive Investor,David Felpel,,"Osaic Wealth, Inc. Strasburg PA Private Residence",,,Salesforce
208207,,Chun Lu,,Genesis Global Trading,clu@genesistrading.com,,Event
10772746,Inactive Investor,Carolina Pineira,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,carolina.pineira@ubs.com,,Salesforce
6766227,,niny yang,,,niny@stake.fish,,Web form fillout
10996039,Inactive Investor,Monica Abad,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,monicag.abad@primerica.com,,Salesforce
11145259,Inactive Investor,Brady Haupt,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",bhaupt@financialguide.com,,Salesforce
10510731,,Sam Rine,Senior Vice President,Raymond James,sam.rine@raymondjames.com,,List Import
10823046,Inactive Investor,Nicholas Gary,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Waterloo IA 425 Cedar St",nicholas.gary@usbank.com,,Salesforce
109973,,chidi onuoha,,Amazon,c_onuoha2002@yahoo.com,19167153126,
216845,,Rob k,,[Unknown],defislate@gmail.com,,Event
9606553,,William K. Watkins -,,,williamwatkins23@yahoo.com,,List import
10795361,Inactive Investor,Thomas Smith,Manager,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,russell.smith1@morganstanley.com,,Salesforce
11068573,Inactive Investor,Thomas Kraft,,"Northwestern Mutual Investment Services, LLC",thomas.kraft@nm.com,,Salesforce
10900231,Inactive Investor,Robert Hoffpauir,Investment Advisor,Fisher Investments,,,Salesforce
11050478,Inactive Investor,Macey Sims,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
10983716,Inactive Investor,Sascha Silvia,Associate Financial Advisor,"Ameriprise Financial Services, LLC Salem NH 25 Main St",sascha.silvia@ampf.com,,Salesforce
11121006,Inactive Investor,Jacob Stonge,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
9564965,,Al Williams,,,truepro92@gmail.com,,List import
10810681,Inactive Investor,Rick Handy,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",,,Salesforce
10659759,,Jeffrey Hammond,,,jeffrey.hammond@prudential.com,,List Import
10857405,Inactive Investor,Danny Peterson,,"Allstate Financial Services, LLC Bend OR 64670 Strickler Ave",dannypeterson@allstate.com,,Salesforce
9641164,,Michael Soshnik,,,michael.soshnik@raymondjames.com,,List import
10976433,Inactive Investor,Correy Robinson,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,correy.robinson@primerica.com,,Salesforce
11080106,Inactive Investor,Matthew Klippert,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11013083,Inactive Investor,Adrian Immel,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,,,Salesforce
11084172,Inactive Investor,Richard Chadwell,Financial Advisor,"Wells Fargo Clearing Services, LLC Warrenton VA 70 Main St",richard.chadwell@wellsfargoadvisors.com,,Salesforce
9559379,,Akhil Mantha,,,akhilmantha@live.com,,List import
10950936,Inactive Investor,James Branca,,Fidelity Brokerage Services LLC,james.branca@fmr.com,,Salesforce
11133851,Inactive Investor,Brian Cooke,,"Sanctuary Securities, Inc. Indianapolis IN 9340 Priority Way West Dr",bcooke@sanctuarywealth.com,,Salesforce
11207890,Inactive Investor,Alex Davis,,"Larson Financial Securities, LLC Indianapolis IN 10475 Crosspoint Blvd",,,Salesforce
9598649,,Jed Cooper,,,jcooper@annadelcapital.com,,List import
11200829,Inactive Investor,Seth Surface,Financial Advisor,"North Fork Financial, LLC",ssurface@northforkfs.com,,Salesforce
204652,,Tayven Belanger,,[Unknown],belangertayven@gmail.com,,source
10774472,Inactive Investor,David Elbe,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Edwardsville IL 6181 Bennett Dr,david.elbe@morganstanley.com,,Salesforce
9583768,,Henry Urban,,,hurban@millergesko.com,,List import
9540487,,Jon Geenty,,,jgeenty@circle.com,,List Import
11172752,Inactive Investor,Sarah Heesacker,Financial Advisor,Edward Jones Hillsboro OR 2975 SW Cornelius Pass Rd,sarah.heesacker@edwardjones.com,,Salesforce
11012578,Inactive Investor,Spencer Ford,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10954513,Inactive Investor,Grant Trower,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",grant.trower@schwab.com,,Salesforce
10937351,Inactive Investor,Dinah Jordan,,LPL Financial LLC Argyle TX Private Residence,dinah.jordan@lpl.com,,Salesforce
10659048,,Vasilii Shchigolev,,,vshchigolev@interactivebrokers.com,,List Import
11186606,Inactive Investor,Amanda Notaro,,J.P. Morgan Securities LLC Buffalo NY 3122 Sheridan Dr,,,Salesforce
11111526,Inactive Investor,James Meeks,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",jim.meeks@nm.com,,Salesforce
11027282,Inactive Investor,Francesco Traina,,"Raymond James Financial Services, Inc. Miami FL 1200 Brickell Ave",francesco.traina@raymondjames.com,,Salesforce
10840810,Inactive Investor,Christopher Muthuveren,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11096671,Inactive Investor,Kevin Salkey,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,kevin.salkey@fmr.com,,Salesforce
10886410,Inactive Investor,Alva Royston,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
11212792,Inactive Investor,Wijarinee Fieweger,,J.P. Morgan Securities LLC Laguna Niguel CA 28131 Crown Valley Pkwy,wijarinee.fieweger@jpmorgan.com,,Salesforce
10800223,Inactive Investor,Robert Kenny,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Omaha NE 12910 Pierce St",bob.kenny@rbc.com,,Salesforce
10808406,Inactive Investor,Amanda Manske,,Cetera Advisors LLC Brookfield WI 675 N Barker Rd,,,Salesforce
11160398,Inactive Investor,Perry Worden,,"M&A Securities Group, Inc.",,,Salesforce
11213289,Inactive Investor,Manuel Vega,Private Wealth Advisor,"Synovus Securities, Inc. Orlando FL 11860 Narcoossee Rd",manuelvega@synovus.com,,Salesforce
11235627,Inactive Investor,Drake Qualls,Senior Wealth Advisor,InterOcean Capital Scottsdale AZ 14851 N Scottsdale Rd,drake@iofinance.com,,Salesforce
9554217,,Arnold Fiergang,,,arnie_fiergang@yahoo.com,,List import
10996532,Inactive Investor,McKenzie Roy Hafford,,Key Investment Services LLC Fort Kent ME 101 W Main St,mckenzie_g_roy@keybank.com,,Salesforce
11170661,Inactive Investor,Jay Niese,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",jay.niese@nm.com,,Salesforce
9563786,,David Israel,,,disrael@mesirowfinancial.com,,List import
9540405,,Young Cho,,,young.cho@celsius.network,,List Import
10794210,Inactive Investor,Shea Golden,Wealth Management Analyst,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
6242399,,Alexander Smith,,,vyfemme@karenkey.com,,Web Form Fillout
11041686,Inactive Investor,Stephanie Cohan,Institutional Analyst;Investment Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,stephanie.cohan@ubs.com,,Salesforce
11188612,Inactive Investor,Jason Caldwell,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.caldwell@jpmorgan.com,,Salesforce
10881947,Inactive Investor,Maria Pizzini,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 333 E City Ave",maria.c.pizzini@ml.com,,Salesforce
10769250,Inactive Investor,James Vlogianitis,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10773210,Inactive Investor,Joseph Klocke,,Edward Jones,joe.klocke@edwardjones.com,,Salesforce
11140975,Inactive Investor,Eric Fernandes,,Cetera Advisors LLC Westborough MA 1800 W Park Dr,,,Salesforce
10801870,Inactive Investor,Colin Igawa,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",colin.igawa@ml.com,,Salesforce
10884759,Inactive Investor,Cynthia Scoggin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10835049,Inactive Investor,Craig Balter,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Rochester MI 1108 N Main St,craig.balter@morganstanley.com,,Salesforce
11041681,Inactive Investor,James Rosica,Senior Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,james.rosica@ubs.com,,Salesforce
11060754,Inactive Investor,Ryan Finke,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11159931,Inactive Investor,Steven Dauphin,Founding Partner;Managing Member;Member;Regulatory Contact,"Bonaventure Capital, LLC",sdauphin@bonaventurecapital.net,,Salesforce
9562685,,Robert Zimmerman,,,bzimmerman@sigmarep.com,,List import
11237266,Inactive Investor,Maria Vallejo-Meza,Financial Planner;Wealth Advisor,"Channel Wealth, LLC",maria@channelwealth.com,,Salesforce
10645878,,Georgia Hren Saphier,,,georgia.cypress@nm.com,,List Import
84081,,David Reif,Financial Advisor,Eagle Strategies LLC,dareif@ft.newyorklife.com,215-681-3000,
11153584,Inactive Investor,David Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",,,Salesforce
9637068,,Ryan Wickert,,,rwickert@ntrs.com,,List import
10659401,,Catherine Mozden,,,catherine.k.mozden@chase.com,,List Import
96543,,Paula Garrido Mirat,Portfolio Manager,SLG,pgarrido@empresasslg.com,,pardot
11040684,Inactive Investor,Robert Ptacek,Investment Advisor Representative,LPL Financial LLC Dayton OH 7957 Washington Woods Dr,robert.ptacek@lpl.com,,Salesforce
11017293,Inactive Investor,Timothy Lyons,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",timothy.f.lyons@ml.com,,Salesforce
7102181,,Carol Smith,,,cofacik268@maazios.com,,Web Form Fillout
11139701,Inactive Investor,Katherine Maher,Client Service Coordinator,"Ameriprise Financial Services, LLC Saint Paul MN 14985 Glazier Ave",katie.maher@ampf.com,,Salesforce
11114151,Inactive Investor,Samuel McCormick,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President - Wealth Management;Workplace Advisor - Equity,Morgan Stanley New York NY 55 E 52nd St,sam.mccormick@morganstanley.com,,Salesforce
11002061,Inactive Investor,Patrick Bush,Financial Advisor,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
10865908,Inactive Investor,Herman Rojas,,PFS Investments Inc. Duarte CA 1851 Huntington Dr,herman.rojas@primerica.com,,Salesforce
9629150,,Rafal Kociolek,,,rafal0933@hotmail.com,,List import
11058815,Inactive Investor,Emerson Plauche,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11164476,Inactive Investor,Albert Li,Financial Advisor,Integrated Wealth Concepts LLC,albert.li@ifpadvisor.com,,Salesforce
11016241,Inactive Investor,Natashi Draper,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,ndraper@primerica.com,,Salesforce
9588618,,Juan Martinez,,,juanm@finadvisors.com,,List import
11121616,Inactive Investor,Patrick Green,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,patrick_green@vanguard.com,,Salesforce
9602237,,Kim White,,,kwhite@investstrategic.com,,List import
11172877,Inactive Investor,Emily Kim,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",emily.kim@ml.com,,Salesforce
10616514,,Cyril Friend,,,cyril.friend@lpl.com,,List Import
230202,, -,,[[Unknown]],obieron717@gmail.com,,
10760415,Inactive Investor,Ryan Locanto,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",ryan.locanto@wellsfargoadvisors.com,,Salesforce
11001302,Inactive Investor,Joel Hall,,Cetera Advisor Networks LLC Urbandale IA 2900 100th St,,,Salesforce
11255465,Inactive Investor,Endel Liias,Financial Advisor,"EverSource Wealth Advisors, LLC Arlington VA 224 N Fillmore St",,,Salesforce
10775985,Inactive Investor,Marcel Brautigam,,"Wells Fargo Clearing Services, LLC Miami FL 11725 Sherri Ln",marcel.cruz@wellsfargo.com,,Salesforce
11201088,Inactive Investor,Zhaozhu Ge,Chief Investment Officer;Managing Member;Managing Partner,"Acela Capital Management, LLC",,,Salesforce
217069,,John Swabey,,[Unknown],wealtheffects@gmail.com,,Paid Social
11055504,Inactive Investor,David Schneid,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",david.a.schneid@ml.com,,Salesforce
9647019,,Robert Earl,,,bob.robinson@lpl.com,,List import
227888,,Fernando -,Financial Advisor,[Unknown],frivera@ml.com,,Advertising
10798593,Inactive Investor,Christopher Hurst,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Roseville CA 1420 Rocky Ridge Dr",,,Salesforce
9543306,,Eric Hillerman,,,erichillerman@gmail.com,,List import
9574794,,Jonathan Santiago,,,jonathanstgo@hotmail.com,,List import
9583550,,Edward Whitney,,,e.whitney@fi.com,,List import
10935187,Inactive Investor,John Salan,,"Avantax Investment Services, Inc. La Plata MD 103 Centennial St",,,Salesforce
11207008,Inactive Investor,Edward Pegram,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",sandy.pegram@rbc.com,,Salesforce
10619782,,Alec Bradley,,,alec.bradley@raymondjames.com,,List Import
11233586,Inactive Investor,Lilia Castro,,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",lilia.castro@equitable.com,,Salesforce
11139765,Inactive Investor,Edward Estevez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",edward.estevez@ml.com,,Salesforce
9559648,,Stuart Buck,,,stuart.buck@stifel.com,,List import
10907505,Inactive Investor,John Rudio,Financial Advisor;Partner,"Echelons Capital, LLC",,,Salesforce
11052485,Inactive Investor,Christopher LaRochelle,Senior Financial Advisor,"RIA Wealth Advisors, LLC Round Rock TX 310 W Main St",,,Salesforce
10680346,,Jake Stapleton,,,jstapleton@midlandtc.com,,List Import
11196804,Inactive Investor,Bahaa Lattash,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
10818417,Inactive Investor,Kelly Browand,Financial Advisor,Edward Jones Cleveland TN 3858 Candies Creek Ln NW,kelly.browand@edwardjones.com,,Salesforce
10753651,Inactive Investor,Joshua Ellner,Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,joshua.ellner@ubs.com,,Salesforce
11129024,Inactive Investor,William Symonds,,"Kestra Investment Services, LLC Fort Worth TX 2512 Horne St",,,Salesforce
9597664,,Mickey Jacobs,,,mickey.jacobs@trustcore.com,,List import
11171638,Inactive Investor,Matthew Nelson,Financial Planner;Senior Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,mnelson@focusfinancial.com,,Salesforce
10901975,Inactive Investor,Anthony McEahern,Chief Compliance Officer;Managing Member;Managing Principal,Gilpin Wealth Management LLC,,,Salesforce
9635318,,Kate Rowe,,,krowe@barryia.com,,List import
9635056,,Gregg Fortune,,,gfortune@cedarbrookfinancial.com,,List import
9598985,,Sharon Speyer,,,sharon.speyer@huntington.com,,List import
11193388,Inactive Investor,Arlene Clemmons,Chief Financial Officer,Texas Capital Management Baytown TX 407 W Baker Rd,arlene@txcm.com,,Salesforce
10974831,Inactive Investor,Li Ma,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10825129,Inactive Investor,Scott Brooks,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Mitchell KY 130 Dudley Pike",scott.a.brooks@ampf.com,,Salesforce
11010659,Inactive Investor,Robert Swenson,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,rmswenson@ft.newyorklife.com,,Salesforce
10973129,Inactive Investor,Dennis Phang,,Citigroup Global Markets Inc. Irvine CA 400 Spectrum Center Dr,,,Salesforce
10792582,Inactive Investor,Eric Wittek,Financial Advisor,"RBC Capital Markets, LLC Austin TX 300 W 6th St",eric.wittek@rbc.com,,Salesforce
11218422,,Anusha Rodriguez,,,anusha.rodriguez@opco.com,,List Import
11135739,Inactive Investor,Karen Krupp,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
248386,,Kelly Richardson,Intern,Anthemis Group,kgr24@georgetown.edu,,Manual List Upload
9630520,,Eduardo Fakhoury,,,eefakhoury@hotmail.com,,List import
10970144,Inactive Investor,Leonardo Rivera,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
11001694,Inactive Investor,Kyle Davis,Financial Planner,"Pruco Securities, LLC. Destin FL Private Residence",kyle.davis@prudential.com,,Salesforce
11158335,Inactive Investor,Austin Marshall,Financial Advisor,Edward Jones Mauldin SC 787 E Butler Rd,austin.marshall@edwardjones.com,,Salesforce
10874647,Inactive Investor,Yann Gehan,Financial Advisor,Edward Jones Bradenton FL 6015 111th St E,yann.gehan@edwardjones.com,,Salesforce
9559142,,Noyan Yoro,,,noyanyoro@hptmail.com,,List import
10920246,Inactive Investor,Nels Nelson,,Commonwealth Financial Network Lancaster NY 5533 Broadway St,nnelson@commonwealth.com,,Salesforce
11049736,Inactive Investor,Michael Franco,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,michael.franco@fmr.com,,Salesforce
10779595,Inactive Investor,Keith Murphy,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9613626,,solomon stavis,,,solomonstavis26@gmail.com,,List import
11168913,Inactive Investor,Constance Collins,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",connie_collins@ml.com,,Salesforce
343835,,Christos Theodoridis,"COO, General Counsel, And CCO",Belzberg Investments Llc,chris.theodoridis@everbergcapital.com,212-390-9768,Manual List Upload
11124210,Inactive Investor,Tanya Anderson,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,tanya.anderson@jpmorgan.com,,Salesforce
11189100,Inactive Investor,John Vanderpoel,,LPL Financial LLC Wayzata MN 849 Lake St E,john.vanderpoel@lpl.com,,Salesforce
11040493,Inactive Investor,Robert Cohen,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11177948,Inactive Investor,Olivia Freeman,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
346685,,Steve Setchfield,Chief Investment Strategist,Setchfield Asset Management,steve@setchfieldam.com,303-627-1099,Manual List Upload
11051101,Inactive Investor,Kellie Cliborne,,"Wells Fargo Clearing Services, LLC Winston Salem NC 3375 Robinhood Rd",kellie.f.cliborne@wellsfargo.com,,Salesforce
11237238,Inactive Investor,Jake Walton,Investment Analyst,"Americana Partners, LLC Midland TX 6 Destra Dr",jwalton@americanapartners.com,,Salesforce
10906220,Inactive Investor,Corey Sullivan,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,sullivan.corey@lpl.com,,Salesforce
11041472,Inactive Investor,Tyrone Reid,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9570307,,Judy Wen,,,judyjhuang@yahoo.com,,List import
10963073,Inactive Investor,Michael Baker,Investment Advisor Representative,"Advisory Alpha, LLC Fort Mill SC 127 Ben Casey Dr",,,Salesforce
10921672,Inactive Investor,Gregory Smith,,Fidelity Brokerage Services LLC,,,Salesforce
9562340,,Sideth Hak,,,haksideth@gmail.com,,List import
10889901,Inactive Investor,Adam Richwine,First Vice President - Financial Advisor,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",adam.richwine@rbc.com,,Salesforce
10958454,Inactive Investor,Timothy Dolan,Private Client Advisor,J.P. Morgan Securities LLC Lodi NJ 370 Essex St,timothy.dolan@jpmorgan.com,,Salesforce
11103755,Inactive Investor,John Kim,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10875015,Inactive Investor,Dalia Bubbico,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",,,Salesforce
10942857,Inactive Investor,Christopher Spicer,,"Wells Fargo Clearing Services, LLC Auburn CA 2995 Grass Valley Hwy",,,Salesforce
11198746,Inactive Investor,Brian Kleinertz,,PNC Investments Springfield IL 3019 Chatham Rd,brian.kleinertz@pnc.com,,Salesforce
10916093,Inactive Investor,Paul Fredrickson,Financial Advisor,Edward Jones Horseshoe Bay TX 8170 W FM 2147,paul.fredrickson@edwardjones.com,,Salesforce
9541148,,Brandon Fuller,,,bfuller@europac.net,,List import
10838091,Inactive Investor,Shannon Thomason,Financial Advisor;Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,shannon.thomason@morganstanley.com,,Salesforce
9542479,,Graham Stone,,,stone.m.graham@gmail.com,,List import
9592594,,James Flower,,,jim.flower@taiadvisor.com,,List import
5532575,,[Unknown],,,dstrege@onlyworkforyou.com,,Web Form Fillout
10837451,Inactive Investor,Jerry Roe,,Cetera Financial Specialists LLC Cape Girardeau MO 16 S Silver Springs Rd,jerry.roe@ceterafs.com,,Salesforce
9587153,,Eddie Carlisle,,,eddie@medleybrown.com,,List import
10915890,Inactive Investor,Andrew Lewis,Trading Representative,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
9630818,,pelle peloton,,,pellepeloton@gmail.com,,List import
11188765,Inactive Investor,Austin Warrin,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,austin.warrin@morganstanley.com,,Salesforce
11134359,Inactive Investor,Austin Brownell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10933084,Inactive Investor,Charles Boardman,,Evercore Group L.L.C.,,,Salesforce
10937227,Inactive Investor,Jacob Naven,,State Farm VP Management Corp. Manteca CA 1509 W Yosemite Ave,jacob.naven.mb2h@statefarm.com,,Salesforce
11041273,Inactive Investor,Dawn Stith,,"Great American Investors, Inc. Springfield MO 1736 E Sunshine St",,,Salesforce
11115594,Inactive Investor,Andrew Sherman,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9613730,,Marcel-Bru Estebanell Masó,,,mestebanell@hotmail.com,,List import
241974,,Randy Pemberton,,[Unknown],pembertonrandy575@gmail.com,,Direct
11050240,Inactive Investor,Mary Pena,,Citigroup Global Markets Inc.,mary.c.pena@citi.com,,Salesforce
10930245,Inactive Investor,John Miller,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",,,Salesforce
9592760,,Tyler McMaster,,,spamlover177-web@yahoo.com,,List import
10909886,Inactive Investor,Byron Arnold,,"Osaic Wealth, Inc. Beaumont TX 4 Acadiana Ct",,,Salesforce
370311,,David Payne,,,pilotdavidpayne@gmail.com,,
11100827,Inactive Investor,Christin Mahler,,"Cambridge Investment Research, Inc.",,,Salesforce
11098515,Inactive Investor,Luigi Zacchia,,J.P. Morgan Securities LLC Smithtown NY 42 W Main St,luigi.x.zacchia@chase.com,,Salesforce
9611327,,CHUYEN PHUNG,,,chuyenphic5@gmail.com,,List import
11172988,Inactive Investor,Charles Wallin,,Cetera Advisor Networks LLC Oklahoma City OK 5560 NW 72nd St,wallinc@ceteranetworks.com,,Salesforce
9624192,,Xuguang Zhao,,,ggdandan@gmail.com,,List import
11190070,Inactive Investor,Jordan Lancaster,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10847737,Inactive Investor,Mike Oakes,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Louisville CO 801 Main St",michael.j.oakes@wellsfargo.com,,Salesforce
10925712,Inactive Investor,Nikos Antivachis,,"Osaic FS, Inc. Branchburg NJ Private Residence",,,Salesforce
10921968,Inactive Investor,Christopher Roberts,,"Raymond James Financial Services, Inc. Columbia SC 1441 Main St",christopher.roberts@raymondjames.com,,Salesforce
11202194,Inactive Investor,David Wilson,Managing Partner,Sincerus Advisory,dwilson@sincerusadv.com,,Salesforce
10899197,Inactive Investor,Patrick Carpenter,Financial Advisor,LPL Financial LLC Lexington MA 33 Bedford St,patrick.carpenter@lpl.com,,Salesforce
10943379,Inactive Investor,Christopher Eiseman,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10989008,Inactive Investor,Shelton Williams,,PFS Investments Inc. Newport News VA 827 Diligence Dr,,,Salesforce
10903266,Inactive Investor,Scott Mohler,,"IFP Securities, LLC San Antonio TX 4079 De Zavala Rd",scott.mohler@ifpartners.com,,Salesforce
10943924,Inactive Investor,Scott Stone,Financial Advisor,LPL Financial LLC Boone IA 715 8th St,,,Salesforce
10782889,Inactive Investor,Ernest Liebre,,"CapFinancial Securities, LLC. Greenwich CT 83 Mason St",ernest.liebre@captrustadvisors.com,,Salesforce
10807728,Inactive Investor,Albert Delorenzo,Financial Planning Associate,LPL Financial LLC Newburgh NY 276 Rte 17k,albert.delorenzo@lpl.com,,Salesforce
11115268,Inactive Investor,Teneeka Robbins,,PFS Investments Inc. Fresno CA 2350 W Shaw Ave,teneeka.robbins@primerica.com,,Salesforce
10969230,Inactive Investor,Boaz Lahovitsky,Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,boaz.lahovitsky@jpmorgan.com,,Salesforce
1001449,Inactive Investor,Yusuf Alireza,,ARP Global Capital,yalireza@arpglobalcapital.com,,
10964647,Inactive Investor,Ruth Torres,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
11045882,Inactive Investor,Alek Murphy,Financial Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Council Bluffs IA 532 1st Ave",,,Salesforce
11004397,Inactive Investor,Amy Abaray,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",aabaray@financialguide.com,,Salesforce
10966885,Inactive Investor,Michael Dreyer,,Stonepath Wealth Management Sandusky MI Private Residence,,,Salesforce
11146150,Inactive Investor,Benjamin Bimson,Chief Investment Officer,Trek Financial Davis CA 2050 Lyndell Ter,ben@trekfinancial.com,,Salesforce
9630944,,Zhe LI,,,aurora.zhe@gmail.com,,List import
11093996,Inactive Investor,Kevin Martin,Financial Advisor,Edward Jones Tomball TX 26830 Kuykendahl Rd,kevin.r.martin@edwardjones.com,,Salesforce
11072891,Inactive Investor,Alexis Ecker,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",alexis.ecker@ml.com,,Salesforce
11173417,Inactive Investor,Douglas Whitney,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",whitney.douglas@principal.com,,Salesforce
10646738,,Matthew Gnau,,,matthew.gnau@wellsfargoadvisors.com,,List Import
11050399,Inactive Investor,James Reinhart,Chairman;Chief Executive Officer;President;Principal;Regulatory Contact,"Reinhart Partners, LLC Mequon WI 1500 W Market St",jim@reinhart-partnersinc.com,,Salesforce
9544697,,Kris Stewart,,,kris.stewart@wolterskluwer.com,,List import
11141947,Inactive Investor,Jorg Skowranek,Financial Advisor Associate,Edward Jones Groton MA 491 Main St,jorg.skowranek@edwardjones.com,,Salesforce
10910313,Inactive Investor,Alexander Hartman,,State Farm VP Management Corp. Cibolo TX 302 N Main St,,,Salesforce
11015801,Inactive Investor,Allegra Conklin,,"Ameriprise Financial Services, LLC San Rafael CA 4314 Redwood Hwy",allegra.n.woods@ampf.com,,Salesforce
10829997,Inactive Investor,Andrew Poulos,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",andrew.poulos@rbc.com,,Salesforce
353142,,Dr. Toby Malichi,"Founding Executive Chairman and Global Head: Development, Investment & Diplomacy",Malichi Group Worldwide,dr.toby@malichi.com,,Event
11157855,Inactive Investor,Peter Dragonas,,Morgan Stanley Boston MA 28 State St,peter.dragonas@morganstanley.com,,Salesforce
11130620,Inactive Investor,John Cortale,Financial Advisor,"Ameriprise Financial Services, LLC Washington DC 1627 K St NW",,,Salesforce
9581233,,Terrel Ross,,,tross@trcmllc.com,,List import
10976878,Inactive Investor,Shirly Zhou,Private Banker,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,shirly.zhou@jpmorgan.com,,Salesforce
10915828,Inactive Investor,Sean Buchanan,,"Great Valley Advisor Group, Inc. Doylestown PA 165 W Ashland St",sbuchanan@greatvalleyadvisors.com,,Salesforce
10964376,Inactive Investor,Bethlehem Tefera,,"Farmers Financial Solutions, LLC Frisco TX 5850 Town and Country Blvd",btefera@farmersagent.com,,Salesforce
10833809,Inactive Investor,Karl Diebold,Financial Advisor,"Ameriprise Financial Services, LLC Fort Mitchell KY 740 Centre View Blvd",karl.diebold@ampf.com,,Salesforce
11176788,Inactive Investor,James Trask,,"FBL Marketing Services, LLC Waverly IA 2018 E Bremer Ave",james.trask@fbfs.com,,Salesforce
10912586,Inactive Investor,Caleigh Mcdonough,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,caleigh_mcdonough@vanguard.com,,Salesforce
9566843,,Drew Peterson,,,drewpeterson2011@gmail.com,,List import
10851703,Inactive Investor,Jason Franzblau,Senior Investment Management Analyst,"Raymond James & Associates, Inc. New York NY 320 Park Ave",jason.franzblau@raymondjames.com,,Salesforce
10754510,Inactive Investor,Robert Tilson,Chief Compliance Officer;President,Tilson Financial Group Inc,nfeid@tilsonfinancial.com,,Salesforce
10904289,Inactive Investor,Nicholas Greene,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",ngreene@financialguide.com,,Salesforce
8648634,,Ed Giannetta,,,ejgiant@gmail.com,9144978829,Web Form Fillout
10781597,Inactive Investor,Kristin Kotsakis,Financial Advisor;Senior Vice President,Morgan Stanley Geneva IL 10 W State St,kristin.kotsakis@morganstanley.com,,Salesforce
11218018,,Monica McClure,,,monica.mcclure@citigroup.com,,List Import
11153514,Inactive Investor,Timothy Armentor,,"Kestra Investment Services, LLC Youngsville LA 716 Fortune Rd",,,Salesforce
11190940,Inactive Investor,Edward Nowell,President,"South Atlantic Capital Management Group, Inc.",eddie@southatlanticcap.com,,Salesforce
11210734,Inactive Investor,Kevin Wingert,Investment Advisor Representative,"Royal Fund Management, LLC Urbandale IA 7177 Hickman Rd",kc.wingert@royalfundmanagement.com,,Salesforce
11001460,Inactive Investor,Rosa Flores Aranda,,"GBM International, Inc.",,,Salesforce
11093059,Inactive Investor,Lisa Rich,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
94505,,Ali Farooq,,United States,aersun@msn.com,,
349762,,Lauren Locker,Managing Member,"Locker Financial Services, Llc",lauren@lockerfinancial.com,973-256-2555,Manual List Upload
10897334,Inactive Investor,Michael Mosslih,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",michael.mosslih@equitable.com,,Salesforce
10904323,Inactive Investor,Roslyn Wilenchik,District Leader,PFS Investments Inc. Brooklyn NY 157 13th St,rwilenchik@primerica.com,,Salesforce
248219,,Harsha Patwardhan,EVP,Formidium,harsha.patwardhan@formidium.com,,Manual List Upload
11111899,Inactive Investor,Jennifer Ison,,"TIAA-CREF Individual & Institutional Services, LLC Overland Park KS 7101 College Blvd",,,Salesforce
10945372,Inactive Investor,Klynt Brummett,,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",kbrummett@financialguide.com,,Salesforce
10866547,Inactive Investor,Daniel Lewis,Chief Compliance Officer;Founder;Managing Member,"Firm Foundation Wealth Management, LLC",daniel@journeyfsllc.com,,Salesforce
10757473,Inactive Investor,Joseph Assaf,Chief Investment Officer;Senior Managing Director,"ICG Advisors, LLC",jassaf@icgadvisors.com,,Salesforce
11210653,Inactive Investor,Danielle Nonamaker,Financial Advisor,Edward Jones Hampton NH 448 Lafayette Rd,danielle.nonamaker@edwardjones.com,,Salesforce
10984468,Inactive Investor,Matthew Klein,,"Copley Financial Group, Inc. Uniondale NY 405 Rxr Plz",mklein@copleyfg.com,,Salesforce
10806145,Inactive Investor,Emily Frenzel,Complex Director;Executive Director,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,emily.chiodo@ubs.com,,Salesforce
10785889,Inactive Investor,Ryan Murray,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,ryan.murray@fmr.com,,Salesforce
9600780,,Hubertus Vaart,,,hubertus@seaf.com,,List import
10793002,Inactive Investor,Amanda Murphy,Vice President;Wealth Management Specialist,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",amanda.murphy@raymondjames.com,,Salesforce
10800659,Inactive Investor,George Bassett,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",george_bassett@ml.com,,Salesforce
9578611,,Hyon Park,,,jake@kylinfund.com,,List import
10807963,Inactive Investor,William Boehme,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",boehmew@stifel.com,,Salesforce
10774200,Inactive Investor,Sandeep Madhavan,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Newport Beach CA 23 Corporate Plaza Dr",sandeep.x.madhavan@ampf.com,,Salesforce
10052936,,Jan Kaczmarek,,,jankacz@hotmail.de,,Web form fillout
10957007,Inactive Investor,Ryan Westhoff,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
11081010,Inactive Investor,Shannon Hogan,Wealth Strategy Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,shannon.l.hogan@ubs.com,,Salesforce
10936664,Inactive Investor,Daniel Castillo,,"Raymond James & Associates, Inc.",daniel.castillo@raymondjames.com,,Salesforce
10791806,Inactive Investor,Stephen Joseph,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,stephen.joseph@fidelity.com,,Salesforce
10760179,Inactive Investor,Glenn Fama,Managing Director;Principal,"Wells Fargo Advisors Financial Network, LLC San Francisco CA 505 Montgomery St",gfama@wfafinet.com,,Salesforce
10901659,Inactive Investor,William Kral,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11195122,Inactive Investor,Scott Neidhold,,"RBC Capital Markets, LLC",,,Salesforce
10899589,Inactive Investor,Gabriella Fletcher,,Goldman Sachs & Co.,,,Salesforce
11017133,Inactive Investor,Robert Logan,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11200041,Inactive Investor,Brian Henderson,Chief Compliance Officer;Member;President,Telegraph Equity Partners Limited Carmel IN 10401 N Meridian St,,,Salesforce
10942586,Inactive Investor,Rex Cobb,,"First Command Brokerage Services, Inc. Woodbridge VA 13625 Office Pl",rcobb@firstcommand.com,,Salesforce
11061955,Inactive Investor,Jason Breinin,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,jason.breinin@jpmorgan.com,,Salesforce
11096307,Inactive Investor,Kimberly Patterson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",kpatterson6@ml.com,,Salesforce
10904603,Inactive Investor,Austin Linsky,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,austin.linsky@fmr.com,,Salesforce
10957199,Inactive Investor,Javier Moreno,Financial Advisor,Edward Jones Ponchatoula LA 758 W Pine St,javier.moreno@edwardjones.com,,Salesforce
11147367,Inactive Investor,Ronald Mohr,Financial Advisor,LPL Financial LLC Columbus OH 1243 Grandview Ave,ronald.mohr@lpl.com,,Salesforce
10847323,Inactive Investor,Nikesh Parikh,,NYLIFE Securities LLC Irvine CA 2020 Main St,,,Salesforce
9626510,,Nelson Chong,,,junkeechong@gmail.com,,List import
344472,,Ania Furtak,"Executive Assistant, Events Manager",Mainsail Partners,ania@mainsailpartners.com,512-772-2260,Manual List Upload
141925,,Olivier Guenin,,[Unknown],guenin@hotmail.com,,source
219866,,Michael theriault,,[Unknown],mikenmegan@sbcglobal.net,,
10772710,Inactive Investor,Jorge M. Pelegrina,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,jorge.pelegrina@ubs.com,,Salesforce
10525365,,Kyung Kim,,,ashmskim@gmail.com,,Web Form Fillout
160214,,Sanjay Sanju,,[Unknown],ditchadatewithsanjay@gmail.com,,Paid Social
9600482,,Adam Young,,,ayoung@financialengines.com,,List import
10837616,Inactive Investor,Stephen McHale,Senior Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,smchale@sovereigngrp.com,,Salesforce
10782703,Inactive Investor,Robert Mosurick,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,robert.j.mosurick@jpmorgan.com,,Salesforce
10488174,,Bernard Bowman,"Family Wealth Advisor, Financial Advisor, Financial Planning Specialist, Senior Portfolio Management Director, Senior Vice Presi",Morgan Stanley,hil.bowman@morganstanley.com,,List Import
11230253,Inactive Investor,Janae Williams,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,jswilliams07@ft.newyorklife.com,,Salesforce
10856257,Inactive Investor,Matthew Sinclair,Financial Advisor;Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10916295,Inactive Investor,David Austin,,"Farmers Financial Solutions, LLC Hopkins MN 601 Carlson Pkwy",daustin3@farmersagent.com,,Salesforce
9603058,,Edward Miller,,,e_miller@msn.com,,List import
209232,,oliver hoger,,[Unknown],seek99com@yahoo.com,,Organic Search
10947085,Inactive Investor,Gary Montgomery,Investment Advisor;Partner,"Per Stirling Capital Management, LLC",gmontgomery@perstirling.com,,Salesforce
10784967,Inactive Investor,Michael Tate,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,michael.tate@fidelity.com,,Salesforce
10532224,,Robert Tweedie,,,robtweedie1@gmail.com,,Web Form Fillout
10868611,Inactive Investor,David Smedley,Advisor,LPL Financial LLC Wexford PA 2000 Corporate Dr,,,Salesforce
10991242,Inactive Investor,Anna Leander,,"MML Investors Services, LLC Peoria IL 401 SW Water St",,,Salesforce
10824438,Inactive Investor,Sanjiv Jhaveri,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,SJ Capital Management LLC,sanjiv@sjcapm.com,,Salesforce
4926764,,Ronald C Herndon Ronald C Herndon,,,cevoc69694@klblogs.com,,Web Form Fillout
11031874,Inactive Investor,Lisa Bussiere,,"Horace Mann Investors, Inc. Auburn ME 909 Minot Ave",lisa.bussiere@horacemann.com,,Salesforce
11186714,Inactive Investor,Priya Ragnauth-James,,"Avantax Investment Services, Inc. Paducah KY Private Residence",,,Salesforce
10945019,Inactive Investor,Marshall Garrett,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,marshall_garrett@vanguard.com,,Salesforce
11006202,Inactive Investor,Bobby Guidry,,Edward Jones Sulphur LA 3805 Maplewood Dr,,,Salesforce
9549958,,Craig Sedaka,,,csedaka@libremax.com,,List import
10978084,Inactive Investor,Sabrina Waddell,,"First Command Brokerage Services, Inc. Norfolk VA 101 W Main St",sgwaddell@firstcommand.com,,Salesforce
10833367,Inactive Investor,Benjamin Painter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",benjamin.painter@ml.com,,Salesforce
10900991,Inactive Investor,Dominick Anton,Financial Advisor,Twin Rivers Wealth Management,danton@tr-wealth.com,,Salesforce
9577832,,Nicolas Arechiga,,,arechiga8973@yahoo.com,,List import
9594289,,Joseph Fusaro,,,brandonfusaro3477@gmail.com,,List import
10611439,,Kirk Kolligian,"Financial Advisor, Senior Vice President - Wealth Management",,kkolligian@janney.com,,List Import
11037208,Inactive Investor,Kenneth Burleigh,,"St. Bernard Financial Services, Inc. Kingston NH 53 Church St",kenneth.burleigh@stbernardfinancial.com,,Salesforce
10943498,Inactive Investor,Steven Faticone,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",steven.faticone@ampf.com,,Salesforce
11092705,Inactive Investor,Jimmy Azling,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",jimmy.azling@prudential.com,,Salesforce
9566741,,Douglas Barber,,,doug.barber@rehmann.com,,List import
10874834,Inactive Investor,Brandon Berdecia,Client Assistant,Robert W. Baird & Co. Incorporated Anchorage AK 3800 Centerpoint Dr,bberdecia@rwbaird.com,,Salesforce
10823254,Inactive Investor,Keith Ansell,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",keith.ansell@nm.com,,Salesforce
11035935,Inactive Investor,Troy Macaluso,Financial Advisor,"Ameriprise Financial Services, LLC Metairie LA 4501 W Napoleon Ave",troy.g.macaluso@ampf.com,,Salesforce
10645807,,Andrew Bleser,,,andrew.d.bleser@wellsfargo.com,,List Import
10830378,Inactive Investor,John Owen,,"Mutual Securities, Inc. Saint Louis MO 12400 Olive Blvd",john.owen@mutualsecurities.com,,Salesforce
11147003,Inactive Investor,Nicholas Payne,Financial Advisor,Morgan Stanley Barrington IL 760 W Main St,,,Salesforce
10806646,Inactive Investor,Preston Poore,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,preston.poore@morganstanley.com,,Salesforce
11158104,Inactive Investor,Melissa Chambers,,J.P. Morgan Securities LLC Deerfield IL 770 Waukegan Rd,melissa.chambers@chase.com,,Salesforce
10842934,Inactive Investor,Scott Notowich,Senior Vice President - Private Wealth;Senior Vice President - Private Wealth Management,"Highland Capital Management, LLC",snotowich@highlandcap.com,,Salesforce
10762018,Inactive Investor,Danielle Newman,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",danielle.newman@wellsfargo.com,,Salesforce
10891941,Inactive Investor,Sandra Woo,Financial Advisor,Morgan Stanley Honolulu HI 733 Bishop St,sandra.woo@morganstanley.com,,Salesforce
11033045,Inactive Investor,Darion Haggerty,Financial Advisor,Edward Jones Escondido CA 555 W Country Club Ln,darion.haggerty@edwardjones.com,,Salesforce
10795909,Inactive Investor,Wyatt Brooks,First Vice President - Investments,"Raymond James & Associates, Inc. Tallahassee FL 2065 Thomasville Rd",wyatt.brooks@raymondjames.com,,Salesforce
51027,,Mark Harms,Financial Consultant,Thrivent Investment Management Inc.,mark.harms@thrivent.com,512-731-5061,
11235526,Inactive Investor,Eric Hiatt,Wealth Advisor,"Oak Hill Wealth Advisors, LLC",,,Salesforce
10875045,Inactive Investor,Theresa Wenske,Financial Advisor,Thrivent Investment Management Inc. Columbus NE 1468 25th Ave,theresa.wenske@thrivent.com,,Salesforce
11238724,Inactive Investor,Mark Trouville,,Blue Sea Capital LLC,mtrouville@blueseacapital.com,,Salesforce
11133390,Inactive Investor,Keaton Swayze,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,keaton.swayze@fidelity.com,,Salesforce
10893222,Inactive Investor,Mitchell Fisher,Financial Advisor,Edward Jones Daphne AL 1745 Main St,chip.fisher@edwardjones.com,,Salesforce
11168714,Inactive Investor,Daniel Wetta,Financial Professional,"Voya Financial Advisors, Inc. Wichita KS Private Residence",dan.wetta@voya.com,,Salesforce
11015583,Inactive Investor,Shannon Hughes,,"Kestra Investment Services, LLC Brentwood TN 5141 Virginia Way",shannon.hughes@kestrafinancial.com,,Salesforce
11056770,Inactive Investor,Thomas Avanzato,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Monroe Township NJ 320 Applegarth Rd,thomas.avanzato@jpmorgan.com,,Salesforce
10906495,Inactive Investor,Japheth Broeg,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",jay.broeg@nm.com,,Salesforce
11144913,Inactive Investor,Luke Alger,,"Truist Investment Services, Inc. Brentwood TN 5030 Thoroughbred Ln",luke.alger@truist.com,,Salesforce
10750474,Inactive Investor,Carlos La Verde,Financial Advisor,"MML Investors Services, LLC San Juan 1225 Avenue Juan Ponce De Leon",,,Salesforce
342288,,Amber Falkner,Associate,"Prospect Hill Growth Partners, L.p.",afalkner@jwchilds.com,617-753-1100,Manual List Upload
11068789,Inactive Investor,Michael Busey,,State Farm VP Management Corp. Murfreesboro TN 123 N Maple St,,,Salesforce
10911885,Inactive Investor,Michelle Keenan,,"Avantax Investment Services, Inc. New Iberia LA 1101 E Admiral Doyle Dr",,,Salesforce
9643074,,Curtis Yuen,,,curtis.yuen@brickfield.com,,List import
9575519,,Will Clifford,,,will.clifford@ubs.com,,List import
11033526,Inactive Investor,Gaetano Fodera,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",,,Salesforce
10880910,Inactive Investor,James Connor,Financial Advisor,LPL Financial LLC Fairfield OH 7100 Dixie Hwy,james.connorii@lpl.com,,Salesforce
216136,,John Wilson,,[Unknown],jwilson@euclidgrowth.com,,Event
11142157,Inactive Investor,Kenneth Guillot,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",kenneth_j_guillot@ml.com,,Salesforce
7213247,,Shangkar chandra das,,,shangkarday123q@gmail.com,,Web form fillout
11233984,Inactive Investor,William Fok,,"Moloney Securities Co., Inc.",,,Salesforce
10800299,Inactive Investor,Christy Nelson,Financial Advisor,Edward Jones Norman OK 2001 W Main St,chris.l.nelson@edwardjones.com,,Salesforce
11230853,Inactive Investor,Desiree Wodicker,,LPL Financial LLC San Ramon CA 111 Deerwood Rd,,,Salesforce
11027301,Inactive Investor,Paul Brown,,NYLIFE Securities LLC Matthews NC 10590 Independence Pointe Pkwy,pbrown@ft.newyorklife.com,,Salesforce
10647712,,Terry Herron,,,therron@nfwealthmgmt.com,,List Import
371697,,Mintao Ye,,United Kingdom,ye.mintao@gmail.com,,Salesforce
374698,,Eric Sajdak,Partner,Safeguard Wealth Management,,920-544-0576,Manual List Upload
10645352,,Kerry O'Donnell,,,kherdman@williamblair.com,,List Import
9572686,,Wan Luo,,,wluo@bloomtreepartners.com,,List import
11063346,Inactive Investor,Troy Rames,,"Raymond James & Associates, Inc. Sioux Falls SD 5800 S Remington Pl",,,Salesforce
10897255,Inactive Investor,Scott Mulford,,"Raymond James Financial Services, Inc. Massapequa Park NY 1045A Park Blvd",scott.t.mulford@raymondjames.com,,Salesforce
9541640,,Ryan Thompson,,,ryanthomps212@gmail.com,,List import
10933682,Inactive Investor,John Akins,Financial Advisor,LPL Financial LLC Fort Payne AL 12155 Al Hwy 35,john.akins@lpl.com,,Salesforce
10823259,Inactive Investor,George Moore,Vice President,"Carter, Terry & Company, Inc.",gmoore@carterterry.com,,Salesforce
11096240,Inactive Investor,Robert Ponzo,,J.P. Morgan Securities LLC,robert.ponzo@jpmorgan.com,,Salesforce
10986650,Inactive Investor,Jay Johnson,,"Principal Securities, Inc.",,,Salesforce
336154,,Megan Grusczynski,Relationship Coordinator,"Revolve Wealth Partners, Llc",megan@revolvewealth.com,201-373-2163,Manual List Upload
10957816,Inactive Investor,Erik Ungewitter,,"MML Investors Services, LLC Pittsfield MA 128 South St",eungewitter@massmutual.com,,Salesforce
10867078,Inactive Investor,Michael Leonard,,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,michael.leonard@primerica.com,,Salesforce
337483,,Brent Mick,Strategic Retirement Advisor,"Strategic Planning Group, Inc.",mick@strategicretirementadvisors.net,781-444-9010,Manual List Upload
10683422,Active Investor,Edward Kearney,,FMT CO Cust FBO Edward A Kearney III ROTH IRA,,,Salesforce
11009973,Inactive Investor,Diego Pereira,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,dgoncalvespe@ft.newyorklife.com,,Salesforce
9622441,,Resti Dianti,,,azkadina768@gmail.com,,List import
9626578,,Saif Khan,,,saif_khan33@hotmail.com,,List import
333894,,Brian Fortune,General Counsel,"Holocene Advisors, Lp",brian.fortune@holoceneadvisors.com,646-779-6420,Manual List Upload
9593803,,Thomas Parker,,,tparker@thoroughbredfinancial.com,,List import
211742,,Patrick Anderson,Principal,PROVENTURE CONSULTANTS LLC,patrick@proventureconsultants.com,,Content
9637959,,Tom Lindow,,,toml@milwaukeejewish.org,,List import
198454,,JOHN BARTLEMAN,PRESIDENT,TRADESTATION CRYPTO,jbartleman@tradestation.com,9545945864,product
10999325,Inactive Investor,Charles Eyler,,LPL Financial LLC Winston Salem NC 100 N Cherry St,chuck.eyler@lpl.com,,Salesforce
10962102,Inactive Investor,Johnathan Geeting,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",johnathan.geeting@empower.com,,Salesforce
11013435,Inactive Investor,Jesse Richardson,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10933042,Inactive Investor,Leif Svenson,Financial Advisor,Edward Jones Anchorage AK 801 B St,leif.svenson@edwardjones.com,,Salesforce
352558,,Lance James,"Managing Director, Senior Portfolio Manager",Rbc Global Asset Management (u.s.) Inc.,lance.james@rbc.com,612-376-7000,Manual List Upload
11136364,Inactive Investor,Tiger Stidnick,Financial Consultant,"Charles Schwab & Co., Inc. Wayne PA 555 E Lancaster Ave",tiger.stidnick@schwab.com,,Salesforce
10794740,Inactive Investor,Arnold Schwartz,Financial Advisor;First Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
11037322,Inactive Investor,Travis Fling,Corporate Retirement Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Columbus OH 4449 Easton Way,travis.fling@morganstanley.com,,Salesforce
10795901,Inactive Investor,Leslie Netter,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,leslie.netter@ubs.com,,Salesforce
11043624,Inactive Investor,Gabriela Perez Marquez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11049936,Inactive Investor,Adam Larson,,The Huntington Investment Company Minneapolis MN 7800 Penn Ave S,,,Salesforce
11213194,Inactive Investor,Hunter Torgeson,,Cetera Advisor Networks LLC Mayville ND 30 Main St E,,,Salesforce
10947658,Inactive Investor,Anna Smithee,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10977133,Inactive Investor,Maxwell Hadlock,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10941125,Inactive Investor,Scott Tracy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11125482,Inactive Investor,Heather Hilleshiem,Financial Advisor,Edward Jones Sycamore IL 1680 Mediterranean Dr,heather.hilleshiem@edwardjones.com,,Salesforce
10921584,Inactive Investor,Jennifer Frick,,HighPoint Planning Partners Paducah KY 3326 N Friendship Rd,,,Salesforce
11038213,Inactive Investor,Hubert Somera,,PFS Investments Inc. Sugar Land TX 1470 First Colony Blvd,hsomera@primerica.com,,Salesforce
10603669,,Richard Selvala,"Chief Executive Officer, Co-Founder, Managing Member, Regulatory Contact","Harvest Volatility Management, LLC",rselvala@hvm.com,,List import
9572012,,Edward Dupont,,,edupont@frostbank.com,,List import
9816241,,Diane Fleming,,My Heavenly Dolls,flemingdia118@gmail.com,5623269110,Web Form Fillout
9635002,,Hunter Hanson,,,hunter@arablecp.com,,List import
11176162,Inactive Investor,Cameron Han,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 8813 Villa La Jolla Dr",cameron.han@ml.com,,Salesforce
10834333,Inactive Investor,Gary Freeman,Financial Advisor,Edward Jones Silsbee TX 959 N 5th St,gary.freeman@edwardjones.com,,Salesforce
10863828,Inactive Investor,Jeffrey Klein,,LPL Financial LLC Bend OR 550 NW Franklin Ave,jeff.klein@lpl.com,,Salesforce
10768951,Inactive Investor,Alan Pottebaum,,NYLIFE Securities LLC Le Mars IA 134 5th Ave SW,apottebaum@ft.newyorklife.com,,Salesforce
237599,, -,,[[Unknown]],95669755@qq.com,,
10657447,,Lawrence Fulhorst,,,lawrence.fulhorst@primerica.com,,List Import
10862544,Inactive Investor,John Maness,Financial Advisor,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",john.maness@wellsfargoadvisors.com,,Salesforce
11014205,Inactive Investor,Maria De Bruno,,PFS Investments Inc. Miami FL 7955 NW 12th St,mde-bruno@primerica.com,,Salesforce
10940432,Inactive Investor,Kevin Alexander,,Morgan Stanley Fayetteville NC 1990 Fordham Dr,kevin.alexander@morganstanley.com,,Salesforce
11004305,Inactive Investor,Jeffrey Page,,"W&S Brokerage Services, Inc. West Chester OH 9050 Centre Pointe Dr",,,Salesforce
10979771,Inactive Investor,Robert Marchand,,"Allstate Financial Services, LLC Colmar PA 271 Bethlehem Pike",robertmarchand@allstate.com,,Salesforce
11043724,Inactive Investor,Michael Pinion,,"Securities Management & Research, Inc. Tulsa OK 7941 E 57th St",mpinion@smrone.com,,Salesforce
10912943,Inactive Investor,Karen Harris,Lead Advisor,Brighton Jones LLC Portland OR 1624 NW Lovejoy St,karen.harris@brightonjones.com,,Salesforce
10861959,Inactive Investor,James Galiger,,Sigma Financial Corporation Mount Prospect IL 1661 Feehanville Dr,jgaliger@sigmarep.com,,Salesforce
11178772,Inactive Investor,Laura Van Buren,,"Wells Fargo Advisors Financial Network, LLC Kill Devil Hills NC 704 Blue Jay St",melinda.vanburen@wfafinet.com,,Salesforce
10830330,Inactive Investor,Michael Hart,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Tacoma WA 1301 A St,michael.a.hart@morganstanley.com,,Salesforce
11228844,Inactive Investor,Dylan Plaster,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Happy Valley OR 8869 SE 82nd Ave,,,Salesforce
11200149,Inactive Investor,Maria Barcena,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9603345,,Neil Gordon,,,nagordon81@gmail.com,,List import
11176904,Inactive Investor,Brian Fuchs,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tarpon Springs FL Private Residence",brian.fuchs@schwab.com,,Salesforce
11212909,Inactive Investor,Marcel Pennartz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",,,Salesforce
11238064,Inactive Investor,Jerad Waggy,,Firestone Capital Management Inc,jwaggy@firestonecapital.com,,Salesforce
11123484,Inactive Investor,Janet Ertl,Senior Client Service Associate,"Raymond James & Associates, Inc. Racine WI 245 Main St",janet.ertl@raymondjames.com,,Salesforce
9562780,,Bozhidar Slaveykov,,,b_manage@abv.bg,,List import
11088341,Inactive Investor,Vanessa Balding,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10896700,Inactive Investor,Joseph McCarthy,Financial Advisor,LPL Financial LLC Hamden CT 2854 Old Dixwell Ave,joseph.mccarthy@lpl.com,,Salesforce
11078853,Inactive Investor,Conor Hentges,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",,,Salesforce
10909716,Inactive Investor,Amy Johnson,,"Truist Investment Services, Inc. Cumming GA 1170 Buford Rd",amy.johnson@truist.com,,Salesforce
10854234,Inactive Investor,Scott Einhorn,Executive Vice President;Regional Managing Partner,Fiera Capital Inc.,seinhorn@fieracapital.com,,Salesforce
9572402,,Jean Kim,,,jkim@deerfieldpartners.com,,List import
11053867,Inactive Investor,Dawn Tobin,,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",dawntobin@financialguide.com,,Salesforce
9631478,,Luca Molino,,,lucamolino94@yahoo.it,,List import
11104945,Inactive Investor,Todd Kauffmann,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,todd.kauffmann@ubs.com,,Salesforce
9542106,,Don Wieser,,,superkraut2013@gmail.com,,List import
9604621,,Scott Anderson,,,srakka@comcast.net,,List import
10766773,Inactive Investor,Michael Wise,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Glenview IL 2700 Patriot Blvd,michael.wise1@morganstanley.com,,Salesforce
10991634,Inactive Investor,Jacqueline Keenen,,Vanguard Marketing Corporation,jacqueline_brown@vanguard.com,,Salesforce
10923018,Inactive Investor,Sherika James,,PFS Investments Inc. Fort Lauderdale FL 12555 Orange Dr,sherika.peart@primerica.com,,Salesforce
1006279,Inactive Investor,Tom Flake,,bcause,t.g.flake@gmail.com,7572864927,Organic Search
10487699,,Colleen Kelly,"Senior Vice President, Senior Wealth Advisor",Lido,ckelly@lidoadvisors.com,,List Import
10942504,Inactive Investor,Eric McCrorey,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,eric.mccrorey@primerica.com,,Salesforce
10862940,Inactive Investor,Theodore Rynn,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,theodore.rynn@fidelity.com,,Salesforce
11176981,Inactive Investor,Timothy Sarhatt,Senior Director,Comprehensive Financial Management LLC,,,Salesforce
9604278,,Matthew Freiman,,,mfreiman@gmail.com,,List import
3120410,,Billy Whitehead,,,williamky80@gmail.com,,
9587846,,Deron Griffith,,,derongriffith@gmail.com,,List import
10989482,Inactive Investor,Lorena Ortega,,J.P. Morgan Securities LLC Las Vegas NV 411 E Bonneville Ave,lorena.ortega@chase.com,,Salesforce
11069794,Inactive Investor,Grey Terry,,"HighTower Securities, LLC Portland ME 2 Monument Sq",gterry@hightoweradvisors.com,,Salesforce
10835751,Inactive Investor,Mark Nanamura,,"Mutual Securities, Inc. Porterville CA 311 N 2nd St",mark.nanamura@mutualsecurities.com,,Salesforce
11059339,Inactive Investor,Fanar Nissan,Chief Compliance Officer;President,Akkadian Wealth LLC,fanar.nissan@akkadianwealth.com,,Salesforce
11034667,Inactive Investor,Steve Kluthe,Financial Advisor,LPL Financial LLC Omaha NE 444 Regency Pkwy Dr,steve.kluthe@lpl.com,,Salesforce
9618426,,Shane Cahill,,,shane.cahill@gardacp.com,,List import
9621169,,Robert Freeman,,,rfreeman@morsecapitalpartners.com,,List import
10486831,,William Skelton,"Financial Advisor, Senior Vice President",Hilltop Securities Inc.,bill.skelton@hilltopsecurities.com,,List Import
10938503,Inactive Investor,Donald Parson,,Cetera Advisor Networks LLC Hopkins MN 110 Cheshire Ln,,,Salesforce
10934135,Inactive Investor,Paul Block,,"Harbour Investments, Inc. La Crosse WI 210 7th St S",,,Salesforce
224522,,Sidney Vuong,,[Unknown],tracker88@yahoo.com,,source
10918514,Inactive Investor,Nicholas Johnson,Financial Advisor,Edward Jones Greensboro NC 1600 Benjamin Pkwy,nicholas.johnson@edwardjones.com,,Salesforce
9549213,,Clemonce McCahey,,,clemonce1@gmail.com,,List import
10913194,Inactive Investor,Alan Kobayashi,,"Centaurus Financial, Inc. Honolulu HI 745 Fort Street Mall",,,Salesforce
11238369,Inactive Investor,justin bogart,,"Sageview Advisory Group, LLC",jbogart@sageviewadvisory.com,,Salesforce
11139561,Inactive Investor,James Fahy,Financial Advisor,"Independent Financial Group, LLC Exton PA 237 W Lincoln Hwy",dmorgan@ifgrr.com,,Salesforce
11112761,Inactive Investor,Luke Chenowith,Financial Planner,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",luke.chenowith@schwab.com,,Salesforce
10999199,Inactive Investor,Tyler Barker,,"Stifel, Nicolaus & Company, Incorporated Memphis TN 775 Ridge Lake Blvd",,,Salesforce
11180824,Inactive Investor,Pengnian Chu,Financial Professional,LPL Financial LLC Brea CA 1 Pointe Dr,pengnian.chu@lpl.com,,Salesforce
9632561,,Kris Jamison,,,1kjamo@gmail.com,,List import
204532,,Andrew Iwanicki,,[Unknown],andrewiwanicki@gmail.com,,
10830881,Inactive Investor,Rf Steele,,LPL Financial LLC Chester VA 4331 Old Hundred Rd,burke.steele4@lpl.com,,Salesforce
10822254,Inactive Investor,Zachary Beck,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lake Oswego OR 5885 Meadows Rd",zachary.beck@wfafinet.com,,Salesforce
5119268,,Alex Keoleian,,,akeoleian@gmail.com,,Web form fillout
9548208,,Richard Komarek,,,komarekri@yahoo.com,,List import
9623314,,Esperance Muhoracyeye,,,muhorasbagabo650@gmail.com,,List import
11038439,Inactive Investor,Mauricio Santana,,J.P. Morgan Securities LLC Fresno CA 4848 E Kings Canyon Rd,mauricio.santana@jpmorgan.com,,Salesforce
9629115,,Michael Jones,,,realdealsale@gmail.com,,List import
235559,, -,,[[Unknown]],dbainva@gmail.com,,
111824,,Matthew Karr,Investment Analyst,Federated Investment Management Company,mkarr@federatedinv.com,1-412-288-1900,Direct
374497,,Ken Mathieson,Managing Partner,LAIDLAW WEALTH MANAGEMENT,kmathieson@laidlawam.com,(212) 953-4984,Salesforce
10786678,Inactive Investor,Brian Wood,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hackensack NJ 3 University Plz",bwood@tiaa.org,,Salesforce
11001939,Inactive Investor,Katelyn Antos,,William Blair,kantos@williamblair.com,,Salesforce
11065211,Inactive Investor,Deshawn Chapman,Managing Director,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",deshawn.chapman@nm.com,,Salesforce
10758911,Inactive Investor,John Borchers,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",j_borchers@ml.com,,Salesforce
9594764,,Stephanie Rogers,,,srogers@monetagroup.com,,List import
10931340,Inactive Investor,Gregory Howell,,LPL Financial LLC Fort Collins CO 503 Remington St,greg.howell@lpl.com,,Salesforce
9552399,,Adam Schwartz,,,aschwartz@angelogordon.com,,List import
11237275,Inactive Investor,Dylan Dunlea,Wealth Manager,Creative Planning Irvine CA 1 Park Plz,dylan.dunlea@creativeplanning.com,,Salesforce
11092526,Inactive Investor,Stephen Riddle,Vice President,"Wells Fargo Clearing Services, LLC Huntsville AL 6244 University Dr NW",stephen.riddle@wellsfargo.com,,Salesforce
11101594,Inactive Investor,Barbara Hanway,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,barbara.l.hanway@jpmorgan.com,,Salesforce
1003439,Inactive Investor,Don Mosman,,Tiger Lily Capital,don@tigerlilycap.com,,3rd Party Lead Gen
10755167,Inactive Investor,Terri Starliper,Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 3820 Colonial Blvd",terri.starliper@ampf.com,,Salesforce
10825822,Inactive Investor,John O'Hara,Financial Advisor,Edward Jones Caldwell NJ 697 Bloomfield Ave,,,Salesforce
11166834,Inactive Investor,Sabrina Jackson,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,sabrina.crawford@bnymellon.com,,Salesforce
11037958,Inactive Investor,Martha Welch,,MWA Financial Services Inc. Starkville MS 322 University Dr,martha.welch@modern-woodmen.org,,Salesforce
11028491,Inactive Investor,Guillermo Gutierrez,,"Osaic Wealth, Inc. Thousand Oaks CA 3625 E Thousand Oaks Blvd",,,Salesforce
9595528,,Nancy Romney,,,nancy@bakerstreetadvisors.com,,List import
10919305,Inactive Investor,Khadia Michel,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Arlington TX 2221 E Lamar Blvd",khadia.conteh@ampf.com,,Salesforce
10832381,Inactive Investor,Steven Phelps,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",sphelps@wpcapital.com,,Salesforce
11030694,Inactive Investor,Michael Kruszona,Financial Advisor,"Pruco Securities, LLC. Buffalo NY 5477 Main St",michael.kruszona@prudential.com,,Salesforce
9542011,,Jonathan Mayers,,,jonathan@blockfi.com,,List import
10619351,,David Manci,,,david.manci@morganstanley.com,,List Import
11135492,Inactive Investor,Ronald Bislig,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,rbislig@ft.newyorklife.com,,Salesforce
9600410,,Elizabeth Lewis,,,elizabeth@thesydny.com,,List import
10926283,Inactive Investor,Robert Wheeler,,LPL Financial LLC Clackamas OR 8800 SE Sunnyside Rd,,,Salesforce
9613272,,Larry Codner,,,larrycodner@msn.com,,List import
10656321,,Mira Dragisic,,,mira.dragisic@wellsfargo.com,,List Import
9603926,,PETER SLADIC,,,psladic@corescientific.com,,List import
11028837,Inactive Investor,Jacob Kluesner,,"Northwestern Mutual Investment Services, LLC Dubuque IA 2728 Asbury Rd",jacob.kluesner@nm.com,,Salesforce
11153178,Inactive Investor,Brandon Levine,Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,blevine@janney.com,,Salesforce
11076233,Inactive Investor,Christophe Aba,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christophe.aba@jpmorgan.com,,Salesforce
10962803,Inactive Investor,Mark Rahn,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Peoria IL 5832 N Knoxville Ave",mark.rahn@benjaminfedwards.com,,Salesforce
220345,,Phillip Leconte,,[Unknown],lecontephillip@gmail.com,,Direct
10798609,Inactive Investor,Barton Talkington,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,barton.talkington@ubs.com,,Salesforce
10981505,Inactive Investor,Kijana Davis,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,,,Salesforce
11023013,Inactive Investor,Osman Ramos Dubon,,J.P. Morgan Securities LLC Santa Monica CA 1333 4th St,osman.ramos-dubon@jpmorgan.com,,Salesforce
11146141,Inactive Investor,Martin Eby,Board of Directors;Co-Founder;Senior Financial Advisor;Shareholder,"WMS Partners, LLC Towson MD 1 Olympic Pl",meby@wms-partners.com,,Salesforce
11169692,Inactive Investor,Sandra Stack-Potjunas,,"Fifth Third Securities, Inc. Cuyahoga Falls OH 911 Graham Rd",sandra.stackpotjunas@53.com,,Salesforce
10930087,Inactive Investor,Matthew Sullivan,Director,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
9582001,,Tyler Robinson,,,robinson_tyler@yahoo.com,,List import
10783075,Inactive Investor,Robert Boyce,,"Truist Investment Services, Inc. Manassas VA 8650 Centreville Rd",robert.boyce@truist.com,,Salesforce
11208642,Inactive Investor,Haim Shepes,,PlanMember Securities Corporation Encino CA 16250 Ventura Blvd,,,Salesforce
10863130,Inactive Investor,Santiago Nalbandian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",santiago.nalbandian@ml.com,,Salesforce
11156325,Inactive Investor,Ilija Matoski,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Chesterton IN 751 E Porter Ave",ilija.matoski@benjaminfedwards.com,,Salesforce
4367838,,John Soliongco,,,jjsoliongco1@outlook.com,,Web Form Fillout
10803362,Inactive Investor,Vadim Matatov,Private Wealth Advisor,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",vadim.x.matatov@ampf.com,,Salesforce
10822637,Inactive Investor,Peter Pandolfo,Chief Compliance Officer;Founder;Managing Member,"Pandolfo Capital, LLC",,,Salesforce
10797176,Inactive Investor,Brad Small,,"American Portfolios Financial Services, Inc. Reading PA 1042 Columbia Ave",bsmall@americanportfolios.com,,Salesforce
11207408,Inactive Investor,Sean Freitas,Private Wealth Management Associate,"Cresset Asset Management, LLC Greenwich CT 20 Horseneck Ln",,,Salesforce
10807795,Inactive Investor,Stephen Dumsky,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",stephen_dumsky@ml.com,,Salesforce
9591365,,Aimee Price,,,aimee.price@grpfinancial.com,,List import
9561202,,Boban Krstic-Tomic,,,bokigrk0911@gmail.com,,List import
9616067,,Le Shi,,,le.shi@kenetic.capital,,List import
11104636,Inactive Investor,Jeffrey Hardy,Financial Advisor,Edward Jones Sumner WA 1026 Main St,jeffrey.hardy@edwardjones.com,,Salesforce
9551373,,Paul Tice,,,ptice@argos-partners.com,,List import
10869164,Inactive Investor,Bridget Grella,Financial Advisor,LPL Financial LLC Andover MA 166 N Main St,bridget.grella@lpl.com,,Salesforce
9606981,,Robert Holuba,,,rholuba@centersquare.com,,List import
11199370,Inactive Investor,John Buller,Partner;Senior Wealth Advisor,EP Wealth Advisors Seattle WA 1301 5th Ave,jbuller@epwealth.com,,Salesforce
10770818,Inactive Investor,Todd Brase,Private Client Advisor,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,todd.d.brase@jpmorgan.com,,Salesforce
9572412,,James Egidio,,,pmsjim@msn.com,,List import
11076953,Inactive Investor,Brenda Titus,,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",brenda.titus@wellsfargoadvisors.com,,Salesforce
10806975,Inactive Investor,John Pallo,Financial Advisor;Financial Professional,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,jpallo@moneyconcepts.com,,Salesforce
11009631,Inactive Investor,Ashley Bell,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11143611,Inactive Investor,Ethan Brooker,Senior Investment Professional,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,ethan.brooker@jpmorgan.com,,Salesforce
9615251,,Kelly Ye,,,kelly.ye@fmr.com,,List import
9642839,,afge kuste,,,afgekuste@protongras.ga,,List import
10895834,Inactive Investor,Tammi Boyd,Senior Vice President,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",tammi.boyd@raymondjames.com,,Salesforce
9626693,,A N,,,edafose32@gmail.com,,List import
11141827,Inactive Investor,Paul Agliano,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",,,Salesforce
10801762,Inactive Investor,Heath Houston,,NYLIFE Securities LLC Oxford MS 2084 Old Taylor Rd,hbhouston@ft.newyorklife.com,,Salesforce
10946231,Inactive Investor,Andrew Parrish,Investment Advisor Representative,"Osaic Wealth, Inc. Wilmington DE 4600 Linden Hill Rd",,,Salesforce
10941510,Inactive Investor,Karthik Olagappan Athapan,,Evercore Group L.L.C.,,,Salesforce
374462,,Michael Mcclary,Chief Investment Officer,"Valmark Advisers, Inc.",michael.mcclary@valmarksecurities.com,800-765-5201,Manual List Upload
10992191,Inactive Investor,John Kennedy,,NYLIFE Securities LLC Midland TX 415 W Wall St,,,Salesforce
371533,,Abdul Buridi,,[Unknown],hburidi@gmail.com,,Salesforce
10487884,,Aubrey Carlisle,,GuideStone Advisors,carlisle@guidestone.org,,List Import
10613416,,Philip Weyhe,"Senior Financial Advisor, Senior Vice President",,philip.weyhe@ml.com,,List Import
11150098,Inactive Investor,Sandy Sheils,,"Osaic Wealth, Inc. Troy MI 2701 Troy Center Dr",,,Salesforce
11188354,Inactive Investor,Jennifer Mai,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",jennifer.mai@prudential.com,,Salesforce
11033796,Inactive Investor,Garren Taylor,,LPL Financial LLC Wichita KS 940 N Tyler Rd,garren.taylor@lpl.com,,Salesforce
10846963,Inactive Investor,Carl Williams,,"Prospera Financial Services, Inc. Peoria IL 7206 N Terra Vista Dr",carl.williams@prosperafinancial.com,,Salesforce
10790495,Inactive Investor,Ynhu Dong,Director - Business Development;Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,nhu.dong@morganstanley.com,,Salesforce
11062491,Inactive Investor,David Epler,Regional Vice President,PFS Investments Inc. Parkersburg WV 1118 20th St,david.epler@primerica.com,,Salesforce
11095654,Inactive Investor,David Price,Financial Advisor,Money Concepts Capital Corp Madison WI 629 Gately Ter,dprice@moneyconcepts.com,,Salesforce
11180820,Inactive Investor,Tamara Bond,Senior Client Associate,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",tamara.bond@wfadvisors.com,,Salesforce
10770913,Inactive Investor,Donna Perez,Financial Advisor,"Wells Fargo Clearing Services, LLC Vineland NJ 1051 W Sherman Ave",donna.perez@wellsfargoadvisors.com,,Salesforce
10810347,Inactive Investor,Jonathan Resin,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",jon.resin@rbc.com,,Salesforce
11015394,Inactive Investor,Xiliang Zhou,,American Fundstars,,,Salesforce
10939220,Inactive Investor,Stephen Och,Financial Advisor,"Citizens Securities, Inc. Pittsburgh PA 31 Foster Ave",stephen.och@ccoinvest.com,,Salesforce
103156,,Muft Mal,,Muft,muftmal@gmail.com,5713314750,Advertising
9577781,,Dountray Dickerson,,,dountraydickerson12@gmail.com,,List import
9608634,,Charlie Papa,,,vecp@live.com,,List import
9547525,,Timothy Murphy,,,tim.murphy@valic.com,,List import
9542396,,Arunkumar Patel,,,arunkumar_patel@hotmail.com,,List import
11145218,Inactive Investor,Cindy Williams,,"Wells Fargo Clearing Services, LLC Pensacola FL 1745 E 9 Mile Rd",,,Salesforce
10764736,Inactive Investor,Clarence Tingle,,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,c.tingle@morganstanley.com,,Salesforce
11075159,Inactive Investor,James Stathopoulos,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9591531,,Gregory Kelley,,,gbkwork@yahoo.com,,List import
227318,, -,,[Unknown],josebonnin@icloud.com,,
10919919,Inactive Investor,Russell Mathews,Chief Compliance Officer;Chief Executive Officer;Founder,Mathews Capital Management,russ@mathewscapitalmanagement.com,,Salesforce
10973761,Inactive Investor,Casey Callahan,Financial Advisor,"Osaic Wealth, Inc. Village Of Lakewood IL Private Residence",,,Salesforce
11022006,Inactive Investor,Axel Ocampo,,J.P. Morgan Securities LLC Los Angeles CA 725 S Figueroa St,axel.ocampo@jpmorgan.com,,Salesforce
10876113,Inactive Investor,Cassandra Kennedy,Senior Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10974787,Inactive Investor,Brad Champlin,,"J.W. Cole Financial, Inc. Pittsford NY 179 Sullys Trl",,,Salesforce
11050961,Inactive Investor,Dewayne Crunk,Senior Lead Advisor,Venturi Private Wealth Oklahoma City OK 11600 Broadway Ext,dewayne@venturiwealth.com,,Salesforce
11056244,Inactive Investor,Christian Wallace,,LPL Financial LLC Marlton NJ 57 S Maple Ave,christian.wallace@lpl.com,,Salesforce
11121163,Inactive Investor,Scott Deabay,,"Packerland Brokerage Services, Inc. Bangor ME 180 Center St",scott_deabay@packerlandbrokerage.com,,Salesforce
11201093,Inactive Investor,Daniel Hare,Co-Founder;Founder;Managing Director;Senior Wealth Advisor,"Elevatus Wealth Management, LLC Victor NY 1501 State Route 96",daniel.hare@elevatuswm.com,,Salesforce
11236822,Inactive Investor,Richard Winters,Wealth Manager,Creative Planning Allen TX Private Residence,richard.winters@creativeplanning.com,,Salesforce
10847142,Inactive Investor,Michael Mingolelli,,"M Holdings Securities, Inc. Needham Heights MA 197 1st Ave",michael.mingolelli@mfin.com,,Salesforce
10764641,Inactive Investor,Timothy Stevens,Branch Manager,Morgan Stanley Flemington NJ 200 State Rte 31,timothy.stevens@morganstanley.com,,Salesforce
11160715,Inactive Investor,Deborah Mccray,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,debrawmccray@primerica.com,,Salesforce
9642439,,chafik haroun,,,chafiksafrharoun@gmail.com,,List import
11032506,Inactive Investor,Kevin Wandoff,,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",kevin.wandoff@wfadvisors.com,,Salesforce
10489947,,Andrew Liss,Financial Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,andrew.liss@fmr.com,,List Import
171722,,Scott Bennett,,[Unknown],scott@scateventures.com,,Paid Social
10612936,,Yan Sun,Financial Advisor,,tina.sun@lpl.com,,List Import
10921895,Inactive Investor,Andrew Sathe,Senior Financial Advisor;Senior Financial Consultant;Shareholder;Vice President,"MCF Advisors, LLC",,,Salesforce
10962208,Inactive Investor,Joshua Cooper,Chief Executive Officer;Investment Advisor Representative,"Clarus Wealth Advisors, LLC",jcooper@claruswealthadvisors.com,,Salesforce
9554300,,Mark Candon,,,mcandon@moorscabot.com,,List import
11070592,Inactive Investor,Scott Breyfogle,,Edward Jones Logan IA 115 N 4th Ave,scott.breyfogle@edwardjones.com,,Salesforce
10797347,Inactive Investor,Gerard Silberman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,gerard.silberman@ubs.com,,Salesforce
11219707,,Larry Griffin,,,larry_griffin@vanguard.com,,Other
9624211,,Rishabh Kapoor,,,rishabh_kapoor084@outlook.com,,List import
9545431,,Carolina Cruz,,,caricru@hotmail.com,,List import
10888721,Inactive Investor,Kurt Lash,,Commonwealth Financial Network Merrillville IN 253 W 80th Pl,klash@commonwealth.com,,Salesforce
10785951,Inactive Investor,Gary Destefano,,Park Avenue Securities LLC Middleton MA 35 Village Rd,,,Salesforce
9612743,,Adrian Pang,,,adriankpang@gmail.com,,List import
8425899,,Richard Wright,,,richard.moderniron230@gmail.com,,Web Form Fillout
9602216,,ahmed a,,,abdia4836@gmail.com,,List import
10758883,Inactive Investor,Lisa Blankenship Sparks,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",lisa_blankenship@ml.com,,Salesforce
223672,,Larry Cohen,,[Unknown],conan719@gmail.com,,Direct
10844444,Inactive Investor,Kirk Blackman,,NYLIFE Securities LLC Bowie MD 11603 Whittier Rd,kblackman@ft.newyorklife.com,,Salesforce
10644192,,James Farrar,,,james.farrar@nuveen.com,,List Import
11112971,Inactive Investor,Felicia Massey,Senior Client Associate,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",,,Salesforce
9591166,,Yong Kang Chia Yong Kang Chia,,,chiayongkang@hotmail.com,,List import
11083397,Inactive Investor,Thomas Shingler,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",randolph.shingler@nm.com,,Salesforce
209737,,vinod sosale murthy,,[Unknown],vinod_murthy@hotmail.com,,
9611286,,Mats Klaver,,,matsklaver@gmail.com,,List import
9594716,,Vincent Langston,"Principal, Director Of Human Resources, Financial Administration",Southern Wealth Management Llp,vincent.langston@southernwealth.com,,List import
9616219,,Tamer Alamuddin,,,talamuddin@choateia.com,,List import
11140864,Inactive Investor,Jason Wiesenfeld,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,jason.wiesenfeld@gs.com,,Salesforce
10841872,Inactive Investor,Nikhil Dialani,,"Osaic Wealth, Inc. Monrovia CA 620 W Foothill Blvd",ndialani@royalallianceadvisors.com,,Salesforce
10860228,Inactive Investor,Joshua Latimer,Assistant Vice President,Morgan Stanley,joshua.latimer@morganstanley.com,,Salesforce
212734,,Dalton Avery,Associate Representative,[Unknown],dalton.parson@thrivent.com,,Advertising
9629772,,MD Meite,,,drmeite@gmail.com,,List import
11010997,Inactive Investor,Carlos Monroy Cornejo,,PFS Investments Inc. Lombard IL 555 Waters Edge,,,Salesforce
9548692,,Pik Poq,,,mindconsole@gmail.com,,List import
191046,,Daniel Lagunes,,[Unknown],danielgonzalezl@me.com,,source
11175077,Inactive Investor,Lawrence Brashears,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",lawrence_brashears@ml.com,,Salesforce
9620363,,William Owen,,,idealcolor.usa@gmail.com,,List import
10901130,Inactive Investor,Zachary Laidlaw,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10892175,Inactive Investor,Daphne Carter,Financial Advisor,Edward Jones Rochester IL Private Residence,daphne.l.carter@edwardjones.com,,Salesforce
242946,,Brenda Warkow,SVP,PIMCO,brenda.warkow@pimco.com,,Manual List Upload
9573652,,Jeffrey Johnson,,,jjohnson@bamadvisor.com,,List import
11098798,Inactive Investor,Alejandra Diaz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11046101,Inactive Investor,Dania Tanguis,Senior Advisor,"Ethos Financial Group, LLC Baton Rouge LA 5800 1 Perkins Place Dr",,,Salesforce
9641917,,Richard Finch,,,richard.finch@greensquarecap.com,,List import
11203311,Inactive Investor,Teresa Theobald,Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,tcastillo@sovereigngrp.com,,Salesforce
10814345,Inactive Investor,Joe Foster,,"Ameritas Investment Company, LLC Dallas TX 17300 Preston Rd",jfoster@ameritas.com,,Salesforce
10812059,Inactive Investor,Glenn Tardiff,Regional Vice President,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,glenn.tardiff@primerica.com,,Salesforce
11087467,Inactive Investor,Jaimee Lorey,,PFS Investments Inc. Vancouver WA 3305 Main St,jlorey@primerica.com,,Salesforce
11140345,Inactive Investor,Craig Wenger,,"Ausdal Financial Partners, Inc. Chicago IL 736 N Hudson Ave",,,Salesforce
10954978,Inactive Investor,Abigail Ledogar,Associate,Edward Jones Englewood CO 8101 E Prentice Ave,,,Salesforce
10923581,Inactive Investor,Shametria Dixon,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,shametriadixon@statefarm.com,,Salesforce
11065418,Inactive Investor,Lauryn Doyle,Senior Supervisor,Commonwealth Financial Network,lweaver@commonwealth.com,,Salesforce
10792722,Inactive Investor,Noah Rosenthal,Portfolio Management Associate,Morgan Stanley New York NY 55 E 52nd St,noah.rosenthal@morganstanley.com,,Salesforce
10853168,Inactive Investor,Kelli Rojas,Owner;President,401k Generation,krojas@401kgeneration.com,,Salesforce
11106056,Inactive Investor,William Watson,Counselor,Salem Investment Counselors Inc,bw@salemcounsel.com,,Salesforce
239081,,Michael Canale,,[Unknown],michael.canale@gmail.com,,Direct
11212513,Inactive Investor,Alan Santana,,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",alan.santana@raymondjames.com,,Salesforce
11236901,Inactive Investor,Benjamin Ambrosini,Financial Advisor,Prime Capital Financial Cardiff by the Sea CA 2041 San Elijo Ave,,,Salesforce
10775460,Inactive Investor,Ziqin Zhou,Retirement Consultant,"Voya Financial Advisors, Inc. Braintree MA 30 Braintree Hill Office Park",ziqin.zhou@voyafa.com,,Salesforce
11228643,Inactive Investor,Philip Savarese,,J.P. Morgan Securities LLC New York NY 277 Park Ave,philip.savarese@jpmorgan.com,,Salesforce
233648,, -,,[[Unknown]],sebastian1752@me.com,,
10764117,Inactive Investor,Michael Aubel,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",michael.aubel@wellsfargoadvisors.com,,Salesforce
9639785,,Karen Morris,,,kmorris@morrisassociatesllc.com,,List import
10991533,Inactive Investor,Vishal Sarang,,"Wells Fargo Clearing Services, LLC Warminster PA 732 W Street Rd",,,Salesforce
116491,,Charles Rahn,,"Fifth Third Securities, Inc.",charles.rahn@53.com,513-534-7421,
11139469,Inactive Investor,William Smith,Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 301 Maple Ave W",keith.w.smith@ampf.com,,Salesforce
10781496,Inactive Investor,David Jaffa,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,jaffad@ceteranetworks.com,,Salesforce
11154025,Inactive Investor,John Cavanaugh,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",jj.cavanaugh@schwab.com,,Salesforce
10984162,Inactive Investor,Bayden Lee,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",,,Salesforce
11232828,Inactive Investor,Emily Vogele,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",,,Salesforce
11003107,Inactive Investor,Brenton Cisson,Financial Advisor,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,,,Salesforce
11211779,Inactive Investor,William Courtwright,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",william.d.courtwright@ampf.com,,Salesforce
11171353,Inactive Investor,William Kasefang,,PFS Investments Inc. Knoxville TN 6515 Clinton Hwy,william.kasefang@primerica.com,,Salesforce
10894771,Inactive Investor,Michael Frendak,Financial Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,michael.frendak@pnc.com,,Salesforce
10753138,Inactive Investor,Silene Barnes,Associate Vice President;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,silene.barnes@morganstanley.com,,Salesforce
10927217,Inactive Investor,Russell Frederick,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
191623,,Paul Weaver,,United States,prweaver@gmail.com,,
11040068,Inactive Investor,Trey Novara,,"Cambridge Investment Research, Inc. Birmingham AL 1 Metroplex Dr",,,Salesforce
11140489,Inactive Investor,Mark Stevanovic,Branch Manager,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,mstevanovic@rwbaird.com,,Salesforce
10871450,Inactive Investor,Thomas Weeks,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11170117,Inactive Investor,Christian Ramon,,"Wells Fargo Clearing Services, LLC Oceanside CA 4176 Oceanside Blvd",christian.ramon@wellsfargo.com,,Salesforce
11197561,Inactive Investor,Laura Bongard,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",laura.bongard@ml.com,,Salesforce
11179579,Inactive Investor,Steve Schenk,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Managing Director,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,steve.a.schenk@morganstanley.com,,Salesforce
9645569,,P Vd post,,,perry@hotmail.nl,,List import
11059797,Inactive Investor,Linda Hensel,Associate Representative,Thrivent Investment Management Inc. Elk River MN 9010 Quantrelle Ave NE,linda.hensel@thrivent.com,,Salesforce
11236027,Inactive Investor,Ellen Sandler,Co-Founder;Financial Advisor;Managing Member;Portfolio Manager;Senior Executive Vice President,Carnegie Lake Advisors LLC,,,Salesforce
182537,,Ishaq Dadabhoy,,[Unknown],ishaq.dadabhoy@gmail.com,,Organic Search
11180148,Inactive Investor,Michael Holm,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hurricane UT 52 S 850 W",michael.holm@tfaconnect.com,,Salesforce
11034994,Inactive Investor,Michael Nunez,Financial Advisor,LPL Financial LLC Fuquay Varina NC 325 N Judd Pkwy NE,michael.nunez@lpl.com,,Salesforce
10875887,Inactive Investor,Adam Anderson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10922121,Inactive Investor,Michael Lee,Chief Compliance Officer;Owner,Redgrove Capital LLC.,,,Salesforce
10899858,Inactive Investor,Ashley Cole,,Fidelity Brokerage Services LLC,,,Salesforce
10820157,Inactive Investor,Anthony Pelz,Financial Advisor,"Denver Wealth Management, Inc.",tony@denverwealthmanagement.com,,Salesforce
11038458,Inactive Investor,Matthew Godfrey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10988431,Inactive Investor,Bhakti Patel,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,bpatel5@ft.newyorklife.com,,Salesforce
10827647,Inactive Investor,Richard Obrien,,LPL Financial LLC Columbus OH 7650 Rivers Edge Dr,richard.obrien@lpl.com,,Salesforce
11065516,Inactive Investor,Charles Corder,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,charles.corder@primerica.com,,Salesforce
372428,,Tommy Tan,,[Unknown],tommytasytan@gmail.com,,Salesforce
11070065,Inactive Investor,Hector Martinez,,J.P. Morgan Securities LLC Kingwood TX 1075 Kingwood Dr,,,Salesforce
11011426,Inactive Investor,Ariana Stowe,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",ariana.stowe@nm.com,,Salesforce
9620255,,Mandy Lee,,,amanda_manlee@yahoo.com,,List import
9623325,,Sami Mehio,,,sami.mehio@gmail.com,,List import
10969035,Inactive Investor,Stephen Moran,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10994255,Inactive Investor,Devon Pruitt,,"MML Investors Services, LLC Meridian MS 2501 4th St",,,Salesforce
10489897,,Tracey Gledhill,Wealth Management,"Sanctuary Advisors, LLC Plano TX 5700 Tennyson Pkwy",tracey.gledhill@valorousadvisors.com,214-800-4453,List Import
11147027,Inactive Investor,Iman Kasm,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
10995700,Inactive Investor,Roberto Maldonado,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",roberto.maldonado@tiaa.org,,Salesforce
11111469,Inactive Investor,Beatriz Rodriguez,,J.P. Morgan Securities LLC San Antonio TX 11983 Alamo Ranch Pkwy,beatriz.rodriguez@jpmorgan.com,,Salesforce
10487142,,William Gammill,,"Equitable Advisors, LLC",bill.gammill@equitable.com,,List Import
10790805,Inactive Investor,Joseph Lord,Managing Director,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10962960,Inactive Investor,Lucy Angelo,,PFS Investments Inc. Miami FL 10300 SW 72nd St,langelo@primerica.com,,Salesforce
9567555,,Ved Mishra,,,markvedprakash@gmail.com,,List import
11132679,Inactive Investor,Michael Kelly,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",michael.s.kelly@ml.com,,Salesforce
10753812,Inactive Investor,Robert Hill,Branch Manager;Financial Advisor,Morgan Stanley Melbourne FL 8150 N Wickham Rd,robert.e.hill@morganstanley.com,,Salesforce
9603597,,Thomas Bonanno,,,tbonanno@soundlinkpartners.com,,List import
11219750,,Jessica Seidlitz,,,jessica.seidlitz@schwab.com,,Other
120765,,Joshua Mellberg,"Managing Member, Owner","Secure Investment Management, LLC",jmellberg@secureinvestmentmanagement.com,520-269-4003,
226194,, -,,[[Unknown]],macneilben@gmail.com,,Initial Salesforce Import
10882838,Inactive Investor,Gerald Yungling,,"Wells Fargo Advisors Financial Network, LLC Alton IL Private Residence",gerald.yungling@wellsfargoadvisors.com,,Salesforce
332705,,???????? ????? ?????????????,,TBD,scapital.group3@gmail.com, +79281445370,
11121775,Inactive Investor,Fredric Rozum,Team Lead,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10820590,Inactive Investor,Scott Jones,Chief Financial Officer;President;Secretary;Treasurer,Arbor Investment Advisors,scottjones@arborinvest.com,,Salesforce
10779544,Inactive Investor,Margaret Lear,Director - Business Strategy;Vice President,Morgan Stanley New York NY 1585 Broadway,margaret.howell@morganstanley.com,,Salesforce
105130,,johson zh,,china,zhsongqing@gmail.com,(186) 293-0816,
9553738,,Theodore Noble,,,ted@sh-advisors.com,,List import
11169489,Inactive Investor,Consuelo Castro,,J.P. Morgan Securities LLC Riverhead NY 1450 Old Country Rd,consuelo.castro@jpmorgan.com,,Salesforce
10873287,Inactive Investor,Evelyn Young,Financial Professional,LPL Financial LLC Cotuit MA Private Residence,evelyn.young@lpl.com,,Salesforce
10807057,Inactive Investor,Donald Kelly,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",,,Salesforce
11091845,Inactive Investor,Anthony Smith,,"First Command Brokerage Services, Inc. Carlisle PA 401 E Louther St",arsmith@firstcommand.com,,Salesforce
10914579,Inactive Investor,Oleg Malyshev,Financial Advisor,Edward Jones Blairsville GA 178 Bracketts Way,oleg.malyshev@edwardjones.com,,Salesforce
10924028,Inactive Investor,Robin Ott,,"Allstate Financial Services, LLC Mount Orab OH 726 S High St",robinott@allstate.com,,Salesforce
10998366,Inactive Investor,Melina Jackman,,J.P. Morgan Securities LLC Danville CA 4185 Blackhawk Plaza Cir,melina.jackman@jpmorgan.com,,Salesforce
10926971,Inactive Investor,Michael Lynch,,Fidelity Brokerage Services LLC Rockville MD 402 King Farm Blvd,,,Salesforce
10828777,Inactive Investor,Derek Mathews,Senior Wealth Strategy Associate,UBS Financial Services Inc. Newtown PA 411 S State St,,,Salesforce
10871018,Inactive Investor,Jeremy Oliver,,"Osaic Wealth, Inc. Rosemount MN Private Residence",,,Salesforce
10862069,Inactive Investor,Elondra Jenkins,Financial Advisor,Edward Jones Elk WA Private Residence,,,Salesforce
10825361,Inactive Investor,Steven Adams,Chief Compliance Officer;Managing Member,Adams Asset Advisors LLC,,,Salesforce
10958326,Inactive Investor,Brian Doan,,"U.S. Bancorp Investments, Inc. Vancouver WA 1613 Broadway St",,,Salesforce
10803733,Inactive Investor,James Sproul,Financial Advisor,Edward Jones Port Charlotte FL 21234 Olean Blvd,jim.sproul@edwardjones.com,,Salesforce
88756,,florian MARTEL,,France,flomartel@orange.fr,,
9552843,,Evan Tummel,,,etummel@gmail.com,,List import
11161063,Inactive Investor,Lance Curnes,Investment Advisor Representative,"MML Investors Services, LLC Springfield MO 2045 S Glenstone Ave",lcurnes@financialguide.com,,Salesforce
219403,,Brandon Goldgrub,,[Unknown],brandon.goldgrub@gmail.com,,
10774232,Inactive Investor,Saroj Kasturi,Co-Founder;Private Wealth Advisor,"Ameriprise Financial Services, LLC Ormond Beach FL 1400 Hand Ave",saroj.k.kasturi@ampf.com,,Salesforce
10614024,,Kevin Clark,"Financial Advisor, Vice President",,kevin.clark@rbc.com,,List Import
10489012,,Joyce Stewart,"Financial Consultant, Vice President","Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",njstew@hotmail.com,,List Import
11059114,Inactive Investor,Hannah Coleman,,LPL Financial LLC Waterbury CT 751 Watertown Ave,,,Salesforce
10874716,Inactive Investor,Paul Mims,,"Allstate Financial Services, LLC Monroe LA 2805 Armand St",,,Salesforce
10993996,Inactive Investor,Rachelle Angelo,,J.P. Morgan Securities LLC Spring TX 7412 Louetta Rd,rachelle.angelo@jpmorgan.com,,Salesforce
337130,,Kelli Swisher,Secretary & Treasurer,Benchmark Capital Group Ltd.,kelli@benchmarkcapitalgroup.com,815-777-0600,Manual List Upload
10908704,Inactive Investor,Patrick Stobaugh,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",patrick.stobaugh@valic.com,,Salesforce
10848238,Inactive Investor,Russell Mountcastle,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",carey.mountcastle@nm.com,,Salesforce
11184258,Inactive Investor,Dylan Peckham,Client Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,,,Salesforce
11260895,Inactive Investor,Matthew Davis,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,,,Salesforce
10965907,Inactive Investor,Joshua Alexander,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10778329,Inactive Investor,Kelsey Zyndorf,Senior Registered Associate,Morgan Stanley Tampa FL 100 N Tampa St,kelsey.zyndorf@morganstanley.com,,Salesforce
10644113,,John Roland,,,john.roland@nm.com,,List Import
11054597,Inactive Investor,Zachary Schweiss,,Thornburg Securities Corporation Davidson NC Private Residence,zschweiss@thornburg.com,,Salesforce
11091229,Inactive Investor,Rebecca Norris,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11179869,Inactive Investor,Steven Zimmermann,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",szimmermann@stifel.com,,Salesforce
11022502,Inactive Investor,Stephen Kosydar,,"Allstate Financial Services, LLC Algonquin IL 2725 W Algonquin Rd",stephenkosydar@allstate.com,,Salesforce
11212063,Inactive Investor,Leo Wilcox,,"Crews & Associates, Inc.",,,Salesforce
10973412,Inactive Investor,Christopher Charte,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,christopher_charte@vanguard.com,,Salesforce
11064440,Inactive Investor,Travis Shirley,Wealth Advisor,J.P. Morgan Securities LLC Newport Beach CA 660 Newport Center Dr,travis.shirley@jpmorgan.com,,Salesforce
11096356,Inactive Investor,James Bronson,,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",,,Salesforce
11093618,Inactive Investor,Jeffrey Sadino,Financial Consultant,Victory Financial Honolulu HI Private Residence,jeffrey.sadino@victoryfinancialgroup.com,,Salesforce
10943316,Inactive Investor,Thomas Burke,,Kovack Securities Inc. Wareham MA 2527 Cranberry Hwy,tom@rockhampartners.com,5086926001 x1,Salesforce
11206656,Inactive Investor,Jonathan Hoskins,Financial Advisor,LPL Financial LLC Urbana OH 601 Scioto St,jonathan.hoskins@lpl.com,,Salesforce
9586195,,Eva Horowitz,,,eva@mhinvest.com,,List import
9629557,,Henry M,,,info@millstoneglobal.com,,List import
9571420,,Ryan Harrington,,,ryanharrington.rh@gmail.com,,List import
11092688,Inactive Investor,Patrick Buckley,,"Stifel, Nicolaus & Company, Incorporated Skaneateles NY 36 Jordan St",buckleyp@stifel.com,,Salesforce
11176829,Inactive Investor,Joan Simmonds,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",joan.q.simmonds@ml.com,,Salesforce
11002941,Inactive Investor,Clarence Elliott,,LPL Financial LLC Port Allen LA Private Residence,clarence.elliottiv@lpl.com,,Salesforce
10816620,Inactive Investor,Charles Hammond,,"Cambridge Investment Research, Inc. Hanover PA 1649 Broadway",,,Salesforce
9602704,,sheldon perrin,,,info@blockalphaservices.ch,,List import
9636380,,Jerome Antenen,,,jantenen@carleoncapital.com,,List import
11097115,Inactive Investor,Sheila Vinton,Managing Member;Owner,"Vinton Financial Advisory Services, LLC",,,Salesforce
10992875,Inactive Investor,Shelly Churchill,,"Frost Brokerage Services, Inc.",shelly.churchill@frostbank.com,,Salesforce
10847863,Inactive Investor,Daniel Owen,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Wilmington NC 1111 Military Cutoff Rd",dan.owen@nm.com,,Salesforce
11099035,Inactive Investor,Denise Bernardi,,"Osaic Wealth, Inc. Bonita Springs FL Private Residence",,,Salesforce
11190778,Inactive Investor,Kevin Webber,Senior Wealth Manager,Heritage Financial Services,kwebber@heritagefinancial.net,,Salesforce
129311,,Frederick Ballou,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, Llp",fballou@lwcotrust.com,617-523-6531,Manual List Upload
11198046,Inactive Investor,Ronald Behrends,,Country Capital Management Company Tiskilwa IL 224 W Main St,,,Salesforce
9587791,,Nate Wenner,,,nwenner@wipflifinancial.com,,List import
11127582,Inactive Investor,Tommy Morelock,Financial Advisor,Edward Jones Elkhart IN 1759 E Bristol St,tommy.morelock@edwardjones.com,,Salesforce
10836975,Inactive Investor,David Seifert,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Portfolio Manager;Senior Vice President - Wealth Manage,Morgan Stanley Cockeysville MD 303 International Cir,david.seifert@morganstanley.com,,Salesforce
11080700,Inactive Investor,James Rider,Chief Compliance Officer;Owner;Partner;Treasurer,"Graham, Bordelon, Golson & Gilbert, Inc.",clint@grahambordelon.com,,Salesforce
11047669,Inactive Investor,John Sanderson,Chairman;Founder;Member,"Sanderson Wealth Management, LLC",jsanderson@sandersonllc.com,,Salesforce
187197,,serkan ayy?ld?z,,[Unknown],serkan2541@gmail.com,,source
10789815,Inactive Investor,Michael Nava,,PFS Investments Inc. Brick NJ 74 Brick Blvd,michael.nava@primerica.com,,Salesforce
11057420,Inactive Investor,Sachika Motamarri,Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sachika.motamarri@tiaa.org,,Salesforce
11201849,Inactive Investor,Dennis Grieco,Financial Advisor,PNC Investments Orlando FL 8020 Conroy Windermere Rd,dennis.grieco@pnc.com,,Salesforce
11236902,Inactive Investor,Mark Augustsson,Financial Advisor,"Aegis Wealth Management, Inc. Homosassa FL Private Residence",,,Salesforce
10792146,Inactive Investor,Ryan Butts,Financial Advisor,"Osaic Wealth, Inc. Oklahoma City OK 1000 W Wilshire Blvd",,,Salesforce
9577991,,Kenneth Carpel,,,ken.carpel@voya.com,,List import
11023920,Inactive Investor,Amethyst Lewis,Financial Advisor;Financial Planning Specialist,Morgan Stanley San Diego CA 101 W Broadway,amethyst.jammer@morganstanley.com,,Salesforce
11129666,Inactive Investor,Jeffrey Chio,,PNC Investments Maumee OH 1490 Holland Rd,jeffrey.chio@pnc.com,,Salesforce
10769642,Inactive Investor,Rebecca Hickman,Branch Manager,"Raymond James & Associates, Inc. Bluffton SC 27 Towne Dr",rebecca.wheeler@raymondjames.com,,Salesforce
11097395,Inactive Investor,Bryce Holley,Financial Advisor,LPL Financial LLC Logan UT 488 N Main St,bryce.holley@lpl.com,,Salesforce
10817770,Inactive Investor,Sara Clemmer,Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",sara.clemmer@raymondjames.com,,Salesforce
11018126,Inactive Investor,Nicholas Pawlowski,,PFS Investments Inc. Clifton Park NY 646 Plank Rd,98gnl@primerica.com,,Salesforce
9587942,,Wilson Saville,,,wsaville@barrettandcompany.com,,List import
1001250,Inactive Investor,Sandra Ro,,Global Blockchain Business Council,sandra.ro@gbbcouncil.org,,3rd Party Lead Gen
11023129,Inactive Investor,James Unger,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10850525,Inactive Investor,Aaron Young,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11236768,Inactive Investor,Stephen Weatherby,Wealth Advisor,"Parallel Advisors, LLC Durango CO 1800 E 3rd Ave",stephen.weatherby@paralleladvisors.com,,Salesforce
10764047,Inactive Investor,Terrie Strawska,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,terrie.strawska@ubs.com,,Salesforce
11132355,Inactive Investor,Norman Marshall,Senior Vice President,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",nmarshall@capitolsecurities.com,,Salesforce
11205259,Inactive Investor,Natalie Barraza,,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,natalie.m.barraza@jpmorgan.com,,Salesforce
10606323,,John Olson,"Productivity Consultant, Vice President","Wells Fargo Clearing Services, LLC",akajohne1@gmail.com,888-213-1460,List Import
9559868,,Graham Parker,,,grahamparker29@gmail.com,,List import
9563375,,Mark Perry,,,mperry@e-winslow.com,,List import
9554004,,Kelly McClain,,,kelly.mcclain@53.com,,List import
11126424,Inactive Investor,Jason Lukz,,"Avantax Investment Services, Inc. Cleveland OH 2925 N Park Blvd",,,Salesforce
10983235,Inactive Investor,Colton Valchuis,,"Ameriprise Financial Services, LLC Auburndale MA 450 Lexington St",,,Salesforce
11033601,Inactive Investor,Sharon Witty,,PFS Investments Inc. Vicksburg MS 820 South St,,,Salesforce
10881284,Inactive Investor,Lori Gross,,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,lori.gross@primerica.com,,Salesforce
11125208,Inactive Investor,William Jordan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10982996,Inactive Investor,Cheryl Howes,,"Osaic Wealth, Inc. Andover MA 1 Tech Dr",,,Salesforce
10827427,Inactive Investor,Robert Bodmer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",robert_bodmer@ml.com,,Salesforce
11009283,Inactive Investor,Michael Rosell,Assistant Vice President;Team Lead,"BCI Securities, Inc.",mrosell@bcisecurities.com,,Salesforce
10815690,Inactive Investor,Andrew Weltz,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. O Fallon MO 4579 Hwy K",andrew.weltz@schwab.com,,Salesforce
11090888,Inactive Investor,Allison Batey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
11102994,Inactive Investor,Kyle Hibbing,Financial Advisor,Edward Jones Hiawatha IA 2203 Heritage Blvd,kyle.hibbing@edwardjones.com,,Salesforce
10613924,,Michael Montagnino,Financial Advisor,,michael.montagnino@wellsfargoadvisors.com,,List Import
11138407,Inactive Investor,Sean Fitzgerald,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",sean.fitzgerald@53.com,,Salesforce
11209773,Inactive Investor,Chad Hrapmann,Wealth Advisor,LPL Financial LLC Mandeville LA 4012 Lonesome Rd,chad.hrapmann@lpl.com,,Salesforce
11109483,Inactive Investor,Clayton Slifer,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",clayton.slifer@nm.com,,Salesforce
338423,,Fred Paynter,,[Unknown],fred.paynter@adviceworx.co.za,,Event
10823750,Inactive Investor,Farzin Karim,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,farzin.karim@fidelity.com,,Salesforce
9633541,,Kristie Lamce,,,kristie0090@gmail.com,,List import
10880728,Inactive Investor,Andrew Hillman,,"Empower Financial Services, Inc",andrew.hillman@gwrs.com,,Salesforce
9615162,,Tessana Duenas,,,tpdduenas@gmail.com,,List import
10956905,Inactive Investor,Swapna Uppalapati,,J.P. Morgan Securities LLC Las Vegas NV 1340 E Flamingo Rd,swapna.uppalapati@jpmorgan.com,,Salesforce
9570798,,Aaron Sheridan,,,aaron_sheridan@live.ie,,List import
11014611,Inactive Investor,Lawrence White,,"Northwestern Mutual Investment Services, LLC Huntington WV 602 Veterans Memorial Blvd",shayne.white@nm.com,,Salesforce
9568928,,Janet Tighe,,,jtighe@thecolonygroup.com,,List import
9613959,,Ryan Walker,,,rwalker@backcountry.com,,List import
10748256,,Clayton Huber,,,chuber13@outlook.com,,Web Form Fillout
11107694,Inactive Investor,Thomas Valenza,Registered Investment Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",valenzat@stifel.com,,Salesforce
9585211,,Joseph Messinger,,,jsm@capstonewealthpartners.com,,List import
9595737,,Kevin Hixson,,,kevin@fmprofessionals.com,,List import
373776,,Russ Leonard,,[Unknown],r.leonard@wellcentrex.com,,source
11055263,Inactive Investor,John Clarke,,"Hornor, Townsend & Kent, LLC Chandler AZ 2450 S Gilbert Rd",jclarke@htk.com,,Salesforce
11159772,Inactive Investor,Daniel Mckay,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11119559,Inactive Investor,Edwin Gonzalez,,"Wells Fargo Clearing Services, LLC Valencia CA 27710 McBean Pkwy",,,Salesforce
11057673,Inactive Investor,Cameron Werhane,,J.P. Morgan Securities LLC,cameron.werhane@jpmorgan.com,,Salesforce
10801984,Inactive Investor,Russell Rifkin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,russell.rifkin@ubs.com,,Salesforce
11060453,Inactive Investor,Timothy McGuire,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",timothy.mcguire@53.com,,Salesforce
10899513,Inactive Investor,Rafael Menier,,LPL Financial LLC El Paso TX 9993 Kenworthy St,rafael.menier@lpl.com,,Salesforce
9629017,,Peter Peters,,,hjeisenpitz@gmail.com,,List import
10886201,Inactive Investor,Stephen Estrada,Investment Advisor Representative,Burrus,,,Salesforce
5258682,,jabu kami,,,xojehi3268@sunetoa.com,,Web Form Fillout
9581368,,Matthew Gordillo,,,mgordillo@invernesswealth.com,,List import
9566858,,Jst Raven,,,rt-industries@protonmail.com,,List import
9557503,,John Clayton,,,john.clayton@triad-advisors.com,,List import
11129881,Inactive Investor,William Noble,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10956845,Inactive Investor,Khadidiatou Bah,,Santander Securities LLC Brooklyn NY 4823 13th Ave,,,Salesforce
9599557,,Tyrece Middleton,,,tyrece53@gmail.com,,List import
9612960,,Véronique Boibon,,,veroniqueboiv@gmail.com,,List import
10928274,Inactive Investor,Larry Partida,,"The Leaders Group, Inc.",,,Salesforce
11171980,Inactive Investor,Christopher Rupp,,NYLIFE Securities LLC Pocatello ID Private Residence,carupp@ft.newyorklife.com,,Salesforce
11097459,Inactive Investor,Cassidy Krauss,,"First Citizens Investor Services, Inc. Charleston SC 462 Folly Rd",cassidy.krauss@firstcitizens.com,,Salesforce
9644245,,Jamela Russell,,,jkrussell@aol.com,,List import
11146875,Inactive Investor,Neil Avedissian,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",neil.avedissian@ml.com,,Salesforce
11064169,Inactive Investor,Nancy Schneider,Financial Advisor;Investment Advisor Representative,"Independent Wealth Network, Inc. Phoenix AZ 1202 E Maryland Ave",,,Salesforce
11058708,Inactive Investor,Carl Bowe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clayton NC 11601 US 70 Business Hwy W",carl.bowe@ml.com,,Salesforce
11025900,Inactive Investor,Robert Hart,Executive Director,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,robert.hart@jpmorgan.com,,Salesforce
9415820,,Christopher Daubin,,Christopher Daubin,cdaubin@gmail.com,,List Import
10862843,Inactive Investor,Michael Scavullo,Managing Member;Owner,Solebury Asset Management LLC Doylestown PA Private Residence,mscavullo@soleburygroup.com,,Salesforce
10758831,Inactive Investor,Troy Thornton,,Goldman Sachs & Co.,troy.thornton@gs.com,,Salesforce
10995381,Inactive Investor,Spencer Heilman,,J.P. Morgan Securities LLC Lees Summit MO 900 NW Pryor Rd,spencer.heilman@jpmorgan.com,,Salesforce
10787736,Inactive Investor,Sandi Goddard,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",sandijo.goddard@nm.com,,Salesforce
11043970,Inactive Investor,Douglas Alden,Chief Compliance Officer;Managing Member,"Liberated Investor Advisors, LLC",doug@theliberatedinvestor.com,,Salesforce
11169851,Inactive Investor,Nas Allan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",nas.allan@ml.com,,Salesforce
10757673,Inactive Investor,Charles Booth,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
10807198,Inactive Investor,Robert Brochu,Principal,LPL Financial LLC Farmington CT 6 Executive Dr,robert.brochu@lpl.com,,Salesforce
9620804,,Robert Carranza,,,robertcarranza894@gmail.com,,List import
10662016,,Justin Koress,,,justinkoress@sbondinvest.com,,List Import
10861507,Inactive Investor,Narciso Ortiz,,PFS Investments Inc. Corpus Christi TX 410 S Padre Island Dr,narciso.ortiz@primerica.com,,Salesforce
10878367,Inactive Investor,David Dooling,Senior Financial Consultant,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",david.dooling@schwab.com,,Salesforce
341615,,David Hubbard,Director Of The Board,"Total Clarity Wealth Management, Inc",davehubbard@exemplarfn.com,630-762-9352,Manual List Upload
11187991,Inactive Investor,Mingming Zhang,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,,,Salesforce
9127819,,Garrett Wilson,,,garrettwilson@google.com,,List Import
10929886,Inactive Investor,Kelly Manchac,,"HighTower Securities, LLC Chicago IL 321 N Clark St",kmanchac@hightoweradvisors.com,,Salesforce
11206809,Inactive Investor,Wade Greif,,NYLIFE Securities LLC Manhattan KS 322 Houston St,wgreif@ft.newyorklife.com,,Salesforce
11115786,Inactive Investor,Demetrios Athanasopoulos,Assistant Vice President;Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",demetrios.athanasopoulos@wellsfargoadvisors.com,,Salesforce
10773554,Inactive Investor,Thomas Kendrick,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",thomas_f_kendrick@ml.com,,Salesforce
11110560,Inactive Investor,Andrew Kloess,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",andrew.kloess@rbc.com,,Salesforce
11234678,Inactive Investor,Megan Richardson,,Evergreen Capital Management LLC,,,Salesforce
10783811,Inactive Investor,Kevin Bradley,,"Avantax Investment Services, Inc. Silver Spring MD 12069 Tech Rd",,,Salesforce
11002814,Inactive Investor,Karalee Mccown,,J.P. Morgan Securities LLC Port Orange FL 3825 S Nova Rd,karalee.mccown@chase.com,,Salesforce
11173359,Inactive Investor,Jona Jeannoute,,PFS Investments Inc. Union NJ 1767 Morris Ave,jona.jeannoute@primerica.com,,Salesforce
10932688,Inactive Investor,John Bateman,,NYLIFE Securities LLC Boise ID 1290 W Myrtle St,jsbateman@ft.newyorklife.com,,Salesforce
9563312,,John Windham,,,john.windham@lpl.com,,List import
10932809,Inactive Investor,Mark Christensen,Financial Advisor,"Equitable Advisors, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",mark.christensen@equitable.com,,Salesforce
11178755,Inactive Investor,Jon Vanderhoof,,"Wells Fargo Advisors Financial Network, LLC Lompoc CA 1512 N H St",jon.vanderhoof@wfafinet.com,,Salesforce
11009434,Inactive Investor,Garritte Hitchens,,PFS Investments Inc. Carson CA 1145 E Dominguez St,ghitchens@primerica.com,,Salesforce
11071444,Inactive Investor,Grayson Foley,Investment Service Consultant,PNC Investments Pittsburgh PA 249 5th Ave,grayson.foley@pnc.com,,Salesforce
10505596,,REFİK ÇİÇEK,,,info@rncdanismanlik.com,,Web Form Fillout
10962293,Inactive Investor,Nicholas Souza,,Fidelity Brokerage Services LLC,,,Salesforce
11086900,Inactive Investor,Jonathan Mcdaniel,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10824970,Inactive Investor,Adam Roth,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",adam.roth@ml.com,,Salesforce
10812992,Inactive Investor,Edward Opat,,"Cambridge Investment Research, Inc. Murrysville PA 3875 Franklintowne Ct",,,Salesforce
9551299,,Chris Walker,,,chris@mainplacecapital.com,,List import
10978033,Inactive Investor,Brian Ruiz,,"Wells Fargo Clearing Services, LLC Cary NC 10050 Green Level Church Rd",,,Salesforce
11110385,Inactive Investor,Phillip Gebben,Chief Executive Officer;Managing Director;Owner;Regulatory Contact,"Absolute Capital Management, LLC",bgebben@abscap.com,,Salesforce
10799111,Inactive Investor,Annie Castro,,NYLIFE Securities LLC Corpus Christi TX 5350 S Staples St,ajcastro@ft.newyorklife.com,,Salesforce
9574801,,Zulqadar Jalil,,,zulqadar@gmail.com,,List import
10487568,,Sunny Patel,"Assistant Vice President, Associate Complex Manager",Morgan Stanley,sunny.k.patel@morganstanleypwm.com,,List Import
11055291,Inactive Investor,David Galarza,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",dgalarza@nationallife.com,,Salesforce
11081481,Inactive Investor,Dylan Fish,,Vanguard Marketing Corporation,dylan_fish@vanguard.com,,Salesforce
11066215,Inactive Investor,Darin Ely,,"Osaic Institutions, Inc. Virginia Beach VA 607 Lynnhaven Pkwy",dely@infinexgroup.com,,Salesforce
10998259,Inactive Investor,Lucy Goins,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lucy_goins@vanguard.com,,Salesforce
11207968,Inactive Investor,James Dees,Chief Compliance Officer;Founder;Managing Member,Genesis Investments,hunter@genesis.investments,,Salesforce
10887265,Inactive Investor,Andrew York,Financial Advisor,Edward Jones Bedford NH 18 Constitution Dr,andrew.york@edwardjones.com,,Salesforce
11173139,Inactive Investor,Maricela Zamalloa,Relationship Manager,"Principal Securities, Inc. Carlsbad CA Private Residence",ponce.maricela@principal.com,,Salesforce
10953259,Inactive Investor,Donald Montgomery,Financial Advisor,LPL Financial LLC Clarkston WA 913 6th St,donald.montgomery@lpl.com,,Salesforce
11155708,Inactive Investor,Anthony Newman,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,apnewman@ft.newyorklife.com,,Salesforce
10659597,,Serina Smith,,,serina.x.smith@chase.com,,List Import
10858196,Inactive Investor,Lorraine Wilson,Wealth Advisor,LPL Financial LLC Tacoma WA 4041 Ruston Way,lorraine.wilson@lpl.com,,Salesforce
10811181,Inactive Investor,James Molinaro,Financial Advisor;First Vice President,Morgan Stanley Bradenton FL 9040 Town Center Pkwy,james.molinaro@morganstanley.com,,Salesforce
11186655,Inactive Investor,Darryl Thorne,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,darryl.thorne@primerica.com,,Salesforce
10815818,Inactive Investor,Daniel Campbell,,"World Equity Group, Inc. Manasquan NJ 2430 Hwy 34",dcampbell@weg1.com,,Salesforce
10827484,Inactive Investor,Adam Murray,Executive Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,adam.murray@morganstanley.com,,Salesforce
10912718,Inactive Investor,Sean Carey,Financial Advisor,LPL Financial LLC Brentwood NY 500 Express Dr S,sean.carey@lpl.com,,Salesforce
116903,,Melissa Machlitt,,AdvisorNet Wealth Management,mmachlitt@advisornet.com,763-315-8000,
10886893,Inactive Investor,Eric Schwilk,,"Cambridge Investment Research, Inc. Pittsford NY 1 Fishers Rd",,,Salesforce
9560091,,David Dankmyer,,,ddankmyer@matterfamilyoffice.com,,List Import
10872422,Inactive Investor,Tara Lee,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,tara.lee.cn95@statefarm.com,,Salesforce
11179859,Inactive Investor,Robert Burge,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,robert.burge@fidelity.com,,Salesforce
11192102,Inactive Investor,Travis Curd,,"Raymond James Financial Services, Inc. Cincinnati OH 5659 Rapid Run Rd",travis.curd@raymondjames.com,,Salesforce
219765,,Richard Rock,,[Unknown],richard@caprock.com,,
11088427,Inactive Investor,Larry Horbach,,"FBL Marketing Services, LLC Toledo IA 115 N Main St",lhorbach@fbfs.com,,Salesforce
10769883,Inactive Investor,Glenn Person,,"Raymond James Financial Services, Inc. Greensboro NC 108 State St",,,Salesforce
11174904,Inactive Investor,Kenneth Richards,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
11075322,Inactive Investor,Matthew Smith,Financial Advisor,Edward Jones Yucaipa CA 11368 Bryant St,,,Salesforce
11099185,Inactive Investor,George Lawrence,Chief Compliance Officer,"LEI Wealth Management, LLC",,,Salesforce
11057958,Inactive Investor,Elmer Givens,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10804308,Inactive Investor,Jason Dickerson,Financial Advisor,Edward Jones Austin TX 13276 N Hwy 183,jason.dickerson@edwardjones.com,,Salesforce
9618981,,Luis Miguel Marques Gomes,,,kontakt.lmg@gmail.com,,List import
10783566,Inactive Investor,Jodi Difilippo,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,jodi.e.difilippo@jpmorgan.com,,Salesforce
10999268,Inactive Investor,Adriana Navarro,,UBS Financial Services Inc. Greeley CO 1901 56th Ave,,,Salesforce
10774538,Inactive Investor,Patricia Brennan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",patricia.j.brennan@ml.com,,Salesforce
10957603,Inactive Investor,Vanessa Hamilton,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
10950527,Inactive Investor,Kay Deloach,,PFS Investments Inc. New Rochelle NY 10 Division St S,dkay@primerica.com,,Salesforce
11173567,Inactive Investor,Joyce Sobczyk,,"Voya Financial Advisors, Inc. Bellevue NE Private Residence",joyce.sobczyk@voya.com,,Salesforce
9647312,,Benjamin Kandu,,,benkandu@yahoo.com,,List import
10963333,Inactive Investor,Alejandro Azuaje,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
10849057,Inactive Investor,Steven Knapp,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",steven.knapp@equitable.com,,Salesforce
11235798,Inactive Investor,Kirk Fox,Director - Research;Partner,Riverwater Partners LLC,,,Salesforce
10813560,Inactive Investor,Marcia Ford,,Cetera Advisors LLC Rochester NY Private Residence,marcia.ford@ceteraadvisors.com,,Salesforce
11253989,Inactive Investor,Nathan Bossory,,Oppenheimer & Co. Inc. San Francisco CA 135 Main St,,,Salesforce
9627096,,White Yang,,,xmagicbox@gmail.com,,List import
10760049,Inactive Investor,Jennifer Delgadillo,Senior Client Associate,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",jennifer.delgadillo@wellsfargoadvisors.com,,Salesforce
11093513,Inactive Investor,Anthony Salazar,,"WestPark Capital, Inc. New York NY 535 5th Ave",,,Salesforce
11164893,Inactive Investor,Dillon Nemeth,,"Trinity Wealth Securities, L.L.C. Saint Petersburg FL 200 Central Ave",,,Salesforce
10916324,Inactive Investor,Megan Berry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10816187,Inactive Investor,Melissa Sabido,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,melissa.sabido@fmr.com,,Salesforce
9548191,,Nicole Clark,,,nicole.k.clark@suntrust.com,,List import
10829552,Inactive Investor,Emil Babayans,Financial Professional,"Equitable Advisors, LLC Woodland Hills CA 6300 Canoga Ave",emil.babayans@equitable.com,,Salesforce
10844225,Inactive Investor,Kristopher Henthorn,President,"Henthorn Agency, Inc.",khenthorn@henthornagency.com,,Salesforce
11034429,Inactive Investor,Abelardo Leal,Financial Advisor,Edward Jones Edinburg TX 2524 W Trenton Rd,abel.leal@edwardjones.com,,Salesforce
9609424,,Ammar Hindi,,,ahindi61@gmail.com,,List import
10484917,,Shayan Mozaffar,"Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Founder, Managing Member",10x10y LLC,shayan@10x10yinvestments.com,,List Import
10871800,Inactive Investor,Tamara Calendar,,Neuberger Berman BD LLC,tcalendar@nb.com,,Salesforce
10827715,Inactive Investor,James Wagner,Financial Advisor,"Wells Fargo Clearing Services, LLC Moorpark CA 515 W Los Angeles Ave",james.m.wagner@wellsfargo.com,,Salesforce
11038164,Inactive Investor,Christina Cleary,,J.P. Morgan Securities LLC Chesterton IN 109 Broadway,christina.cleary@jpmorgan.com,,Salesforce
11048686,Inactive Investor,Austin Stanforth,Director;President,Investment Consulting Group Inc,,,Salesforce
10909825,Inactive Investor,Daniel Rivers,Financial Professional,"Voya Financial Advisors, Inc. Lisle IL 2525 Cabot Dr",dan.rivers@voya.com,,Salesforce
9606343,,THOMAS OLIVIER,,,thomas171074@yahoo.fr,,List import
10899466,Inactive Investor,Megan Waters,Financial Advisor,Covenant Wealth Advisors,,,Salesforce
6582179,,MOHAMMAD KHALED MIAH,,,mdkhaled171717@gmail.com,,Web Form Fillout
10958885,Inactive Investor,Phoenix Leister,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",phoenix.leister@schwab.com,,Salesforce
11187047,Inactive Investor,Robert Nichols,,S.L. Reed & Company,nichols@slreed.com,,Salesforce
11126237,Inactive Investor,Ricardo Lira,Financial Advisor,Edward Jones Fort Worth TX 6300 Ridglea Pl,ricardo.lira@edwardjones.com,,Salesforce
10837126,Inactive Investor,James Fahey,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",james.fahey@ampf.com,,Salesforce
11050715,Inactive Investor,Matthew Schlien,,J.P. Morgan Securities LLC Fort Lauderdale FL 3201 N Federal Hwy,matthew.schlien@jpmorgan.com,,Salesforce
9594717,,Rose Powell,,,hpowell940@bellsouth.net,,List import
10843892,Inactive Investor,Eric Waggoner,,LPL Financial LLC Lansing MI 2400 Lake Lansing Rd,eric.waggoner@lpl.com,,Salesforce
10875574,Inactive Investor,Robert Veenstra,Associate Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Fort Wayne IN 6226 Covington Rd",robert.veenstra@ampf.com,,Salesforce
11163410,Inactive Investor,John Van De Bogart,Financial Advisor,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",mvandebogart@financialguide.com,,Salesforce
239116,,Shomy Vazquez,,[Unknown],shomyvazquez1@gmail.com,,Direct
10987303,Inactive Investor,Jeremy Mast,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,jeremy.mast.d8sx@statefarm.com,,Salesforce
10837317,Inactive Investor,Sharon Deiterman,Financial Advisor,"Ameriprise Financial Services, LLC San Angelo TX 3134 Executive Dr",sharon.d.deiterman@ampf.com,,Salesforce
11127051,Inactive Investor,Mohanad Elhag,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",mohanad.elhag@ml.com,,Salesforce
10783209,Inactive Investor,David Beaglehole,,Deutsche Bank Securities Inc.,david.beaglehole@db.com,,Salesforce
10881819,Inactive Investor,Nicholas Vail,Co-Owner;Managing Partner,Integrity Wealth Advisors,nick@integritywa.net,,Salesforce
10494072,,Jeff Haneline,"Partner, Assurance",Cohen & Co.,jhaneline@cohencpa.com,,List Import
10934792,Inactive Investor,Joseph Parks,Financial Advisor,"Sage, Rutty & Co., Inc.",jparks@sagerutty.com,,Salesforce
11123747,Inactive Investor,Donald Frenz,Financial Advisor,"Ameriprise Financial Services, LLC Washington PA 425 S Main St",donald.c.frenz@ampf.com,,Salesforce
11143071,Inactive Investor,Florence Pangborn,,"Raymond James Financial Services, Inc. Northville MI 321 N Center St",florence.pangborn@raymondjames.com,,Salesforce
10944942,Inactive Investor,Jana Lake,,State Farm VP Management Corp. Wilson NC 2421A Airport Blvd NW,jana.lake.mib9@statefarm.com,,Salesforce
10802885,Inactive Investor,Craig Lefeber,Chief Compliance Officer;Financial Advisor;Member,"Bright Futures Wealth Management, LLC Glen Allen VA 10015 W Broad St",,,Salesforce
11198577,Inactive Investor,Brian Duelfer,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",brian.duelfer@ampf.com,,Salesforce
10981719,Inactive Investor,Sevak Gasparian,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,sevakgasparian.team@fidelity.com,,Salesforce
11041694,Inactive Investor,Brandy Head,,"Ameriprise Financial Services, LLC Beaumont TX 2615 Calder St",brandy.head@ubs.com,,Salesforce
9574753,,Christopher Coultas -,,,ccoultas@cvent.com,,List import
9615234,,Facon Favour,,,www.faconfavour887@gmail.com,,List import
10909575,Inactive Investor,Melyssa Cantu-Matkovich,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168313,Inactive Investor,Donald Williams,District Manager,PFS Investments Inc. Dayton OH 8529 N Dixie Dr,donald.williams@primerica.com,,Salesforce
10881343,Inactive Investor,Traci Martens,,"Harbour Investments, Inc. Hortonville WI Private Residence",,,Salesforce
11012812,Inactive Investor,Nicholas Cameron,,"Bankers Life Securities, Inc. Duluth GA 3805 Crestwood Pkwy NW",nicholas.cameron@bankerslife.com,,Salesforce
11091610,Inactive Investor,Miguel Valdez,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",miguel.valdez@wellsfargoadvisors.com,,Salesforce
223427,,Nicole Carelli,"Vice President, Segment Marketing",BNY Mellon Wealth Management,nicole.carelli@bnymellon.com,,
9627828,,John Linder,,,john.linder93@gmail.com,,List import
10837532,Inactive Investor,Lance Paulson,,"Wells Fargo Advisors Financial Network, LLC Charleston SC 225 7 Farms Dr",lance.paulson@wfafinet.com,,Salesforce
10920755,Inactive Investor,Joseph Maker,,"Raymond James Financial Services, Inc. Pittsburgh PA 600 Waterfront Dr",joseph.maker@raymondjames.com,,Salesforce
10657662,,Kevin Krieter,,,kevin.t.krieter@pjc.com,,List Import
333303,,Matt Bailey,"Director, Research","Arcus Capital Partners, Llc",matt.bailey@arcuscp.com,404-949-2111,Manual List Upload
10854185,Inactive Investor,Rachel Bascone,Financial Planning Associate;Registered Associate,Morgan Stanley New York NY 1585 Broadway,rachel.bascone@morganstanley.com,,Salesforce
9604227,,peter chua,,,pete.khc@gmail.com,,List import
342697,,Lauren Walsh,CFO,"Sound Mark Partners, Llc",lwalsh@soundmarkpartners.com,203-413-4280,Manual List Upload
9567413,,Jeffrey Vineyard,,,jvineyard@cacu.com,,List import
10928410,Inactive Investor,Christopher Knox,Financial Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,,,Salesforce
1001231,Inactive Investor,James Slazas,,DARMA Capital,jslazas@gmail.com,,3rd Party Lead Gen
9619930,,Paul Lee,,,pdlzlaymg@bareed.ws,,List import
9643936,,Larry Swecker,,,wswecker@aol.com,,List import
10976736,Inactive Investor,Samantha Tafoya,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10905785,Inactive Investor,Dana Johnson,,LPL Financial LLC Topeka KS 1251 SW Arrowhead Rd,dana.johnson@lpl.com,,Salesforce
7509445,,hkuku sakol,,,nokarih653@kaudat.com,,Web Form Fillout
9631507,,Malish Martin,,,eglemartin9922@gmail.com,,List import
9614394,,Gary Stevens Jr,,,rz1x634@gmail.com,,List import
10847547,Inactive Investor,Dean Catino,Co-Founder;Member;President,Monument Wealth Management Alexandria VA 1701 Duke St,dean.catino@monumentwm.com,,Salesforce
11131273,Inactive Investor,William Solnoki,,"Osaic Institutions, Inc. Minersville PA 2915 Pottsville Minersville Hwy",wsolnoki@infinexgroup.com,,Salesforce
10765177,Inactive Investor,Bridgit Holly,Financial Consultant,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,bridgit.holly@thrivent.com,,Salesforce
10647265,,Cassandra Sanchez,,,cassandra.n.sanchez@jpmorgan.com,,List Import
11034721,Inactive Investor,Pamela Capalad,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Brunch & Budget, LLC",,,Salesforce
11066978,Inactive Investor,Vivian Honeycutt,Member;Partner,"Bay Capital Advisors, LLC Chesapeake VA 4240 Portsmouth Blvd",vivian@baycapitaladvice.com,,Salesforce
11137540,Inactive Investor,Mary Bryan,,LPL Financial LLC Madison MS Private Residence,b.bryan@lpl.com,,Salesforce
10869439,Inactive Investor,Christopher Ethier,Financial Advisor,"Citizens Securities, Inc. Wilmington MA 224 Main St",christopher.w.ethier@citizenssecurities.com,,Salesforce
10981258,Inactive Investor,Theotime Desmulier,,"Rehmann Financial Network, LLC Orlando FL 201 E Pine St",theo.desmulier@rehmann.com,,Salesforce
69067,,Elizabeth Sowle,Financial Advisor,MarsJewett Financial Group,elizabeth@marsjewett.com,,
10617623,,Arthur Karman,,,arthur.karman@equitable.com,,List Import
10995184,Inactive Investor,Alec Smith,,Cetera Investment Services LLC Fort Wayne IN 215 W Main St,,,Salesforce
10925626,Inactive Investor,Christopher Walker,,Fidelity Brokerage Services LLC,,,Salesforce
9597201,,Henry L,,,hank.misc@gmail.com,,List import
11113231,Inactive Investor,Maximillian Longman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10595061,,Arnol Anno,,,arnolkasanopa@gmail.com,,Web Form Fillout
9612641,,William Barritt,,,wbarritt@sbhic.com,,List import
11121754,Inactive Investor,Dominick Chavez,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",dominick.chavez@schwab.com,,Salesforce
10838671,Inactive Investor,Ronald Clark,,LPL Financial LLC Wexford PA 2000 Corporate Dr,ronald.clark@lpl.com,,Salesforce
9564292,,Kelly McKay,,,kelly.mckay@mckaywealth.com,,List import
9634402,,Cindy Alexander,,,cindy@him-ria.com,,List import
11026606,Inactive Investor,Sean Greaves,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
11100360,Inactive Investor,Geoffrey Whiteside,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",geoffrey.whiteside@ml.com,,Salesforce
11179175,Inactive Investor,Walter Shinault,Financial Advisor,"Wells Fargo Clearing Services, LLC Oxford MS 265 N Lamar Blvd",walt.shinault@wellsfargoadvisors.com,,Salesforce
11101214,Inactive Investor,Gregory Vogel,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC Ottawa IL 110 E Main St",greg.j.vogel@nm.com,,Salesforce
9622259,,cheryl xie,,,xiexiuli5@gmail.com,,List import
11150610,Inactive Investor,Alexandria Myer,,Goldman Sachs & Co.,,,Salesforce
246362,,Not Provided,,The Capital Recovery Group,aos600@gmail.com,,Manual List Upload
10888671,Inactive Investor,Stephen Camarro,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
11019945,Inactive Investor,John Duggan,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
10962532,Inactive Investor,Michael Theberge,,"MML Investors Services, LLC Boston MA 10 Fan Pier Blvd",,,Salesforce
345721,,Dan Dame,Wealth Advisor,Pmg Wealth Management,dan@pmgwealth.com,847-550-6100,Manual List Upload
11111267,Inactive Investor,Debra Sapp,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Monica CA 826 Wilshire Blvd",,,Salesforce
9568237,,Brian -,,,brifox78@gmail.com,,List import
10853989,Inactive Investor,Douglas Nardi,Executive Committee Member;Founding Partner;Investment Committee;Partner,Cerity Partners LLC Chicago IL 320 S Canal St,dnardi@hpmpartners.com,,Salesforce
10869963,Inactive Investor,Eric Paredes,,J.P. Morgan Securities LLC Cambridge MA 9 Jfk St,eric.a.paredes@jpmorgan.com,,Salesforce
242554,,Greg Beier,"SusArb, CEO + Founder",[Unknown],gcbeier@macroesg.com,6465044620,Database Upload
10762107,Inactive Investor,Richard Fister,Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Louis MO 8000 Maryland Ave,re.fisterjr@ubs.com,,Salesforce
10389509,,David Hunegnaw,,,david@hunegnaw.com,,Web Form Fillout
80187,,Eric Svenson,,Fidelity Personal and Workplace Advisors,eric.svenson@fidelity.com,,
9545301,,Stephen Croix,,,stephen.destecroix@bluecrestcapital.com,,List import
10834694,Inactive Investor,Taylor Coleman,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",taylor.coleman@nm.com,,Salesforce
11163166,Inactive Investor,Leslie Evans-Dunn,,Commonwealth Financial Network Port Charlotte FL 335 Tamiami Trl,levans-dunn@commonwealth.com,,Salesforce
10978737,Inactive Investor,Dalia Cano,,"U.S. Bancorp Investments, Inc. Los Angeles CA 3060 Crenshaw Blvd",dalia.cano@usbank.com,,Salesforce
11072612,Inactive Investor,Christine Swindell,,"Sanctuary Securities, Inc.",cswindell@sanctuarywealth.com,,Salesforce
9621860,,Donald Ward,,,deward70@aol.com,,List import
9582542,,Jeffrey Guella,,,jguella@trinityfinancial.services,,List import
9624097,,Emma Scally,,,emma.scally@partners-cap.com,,List import
10892453,Inactive Investor,Daniel Gaines,,"Osaic Wealth, Inc. Port Saint Lucie FL 771 NW Saint Lucie West Blvd",,,Salesforce
58792,,Melinda Cramer,"Client Service Manager, Director","First Republic Investment Management, Inc.",mcramer@firstrepublic.com,617-737-1828,
10862676,Inactive Investor,Kenneth Burek,,Sigma Financial Corporation Troy MI 2328 Livernois Rd,,,Salesforce
11154530,Inactive Investor,Jayson Cella,,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",,,Salesforce
11254534,Inactive Investor,Alex Russell,,"Cambridge Investment Research, Inc. Quincy IL 201 S 5th St",,,Salesforce
10758530,Inactive Investor,Leslie Schwartz,Financial Advisor;Managing Director,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",leslie.schwartz@rbc.com,,Salesforce
9564716,,Jason Arcelay,,,jason.arcelay@fmr.com,,List import
10972960,Inactive Investor,Joseph Mcmanus,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,joseph.mcmanus@fmr.com,,Salesforce
11196663,Inactive Investor,Ryan Collin,,"Synovus Securities, Inc. Alpharetta GA 8025 Westside Pkwy",ryancollin@synovus.com,,Salesforce
10510147,,Brad Daniels,Senior Portfolio Manager,Rosso Financial Group,bdaniels@rossofinancial.com,,List Import
9555441,,Chris Taylor,,,ctaylor@sfcinc.net,,
10614093,,Jeffrey Klein,"Financial Advisor, Financial Services Representative",,jklein1@barnumfg.com,,List Import
11173577,Inactive Investor,Charlene Hunt,Financial Advisor,Edward Jones Denver CO 501 S Cherry St,charlene.hunt@edwardjones.com,,Salesforce
10932641,Inactive Investor,Randall Taylor,,Lincoln Investment Shippensburg PA Private Residence,rtaylor@lincolninvestment.com,,Salesforce
11122317,Inactive Investor,James Wingett,Financial Advisor;Financial Consultant,Robert W. Baird & Co. Incorporated Steubenville OH 200 Stanton Blvd,cwingett@rwbaird.com,,Salesforce
11075589,Inactive Investor,Kristal King,,State Farm VP Management Corp.,,,Salesforce
10890912,Inactive Investor,Eugene Thompson,,"Capital Investment Group, Inc. Dunn NC 105 N Orange Ave",bthompson@capital-invest.com,,Salesforce
11122781,Inactive Investor,Warren Lindsay,Financial Advisor,Edward Jones Plainfield IL 24402 W Lockport St,warren.lindsay@edwardjones.com,,Salesforce
11167920,Inactive Investor,Jaime Lowry,Senior Client Service Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,jaime.lowry@ubs.com,,Salesforce
10967571,Inactive Investor,Alixandra Obenski,,"Ameriprise Financial Services, LLC West Chester PA 2 N Church St",,,Salesforce
10838391,Inactive Investor,Stephen Mattingly,Investment Advisor Representative,Treiberg Wealth Management,eric@treibergwealth.com,,Salesforce
10906360,Inactive Investor,Trajko Papuckoski,Advisor Consultant,"TIAA-CREF Individual & Institutional Services, LLC Carrollton TX Private Residence",tony.papuckoski@tiaa.org,,Salesforce
10896108,Inactive Investor,John Macrae,,"Raymond James Financial Services, Inc. Ellensburg WA 207 N Pearl St",john.macrae@raymondjames.com,,Salesforce
10975029,Inactive Investor,William Martin,Chief Investment Officer,"Steel Grove Capital Advisors, LLC",,,Salesforce
11182136,Inactive Investor,Nicholas Corcoran,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
10851499,Inactive Investor,Jan Schalkwijk,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,"JPS Global Investments, LLC San Diego CA 235 Market St",jschalk@jpsglobalinvest.com,,Salesforce
9599822,,Nathan Bengali,,,nathan.bengali@personalcapital.com,,List import
10880673,Inactive Investor,Christopher Wolfe,,"Allstate Financial Services, LLC Charlottesville VA 320 Winding River Ln",christopherwolfe@allstate.com,,Salesforce
10929301,Inactive Investor,James Munro,Wealth Advisor,Commonwealth Financial Network Madison CT 129 Samson Rock Dr,,,Salesforce
11178159,Inactive Investor,John Howard,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC",john.howard@wellsfargoadvisors.com,,Salesforce
342653,,Rachel Rosen,Secretary & Treasurer,Droms Strauss Wealth Management,rachel@droms-strauss.com,314-862-9100,Manual List Upload
10763385,Inactive Investor,Mitzi Pasch,,"Cutter & Company, Inc.",,,Salesforce
11003347,Inactive Investor,Sean Wise,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,seanmichaelwise@primerica.com,,Salesforce
10875856,Inactive Investor,Manda Lewis,,NYLIFE Securities LLC Painted Post NY 737 Addison Rd,malewis@ft.newyorklife.com,,Salesforce
11148361,Inactive Investor,Brett Zaczyk,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,brett.zaczyk@fidelity.com,,Salesforce
11135214,Inactive Investor,James Baker,Assistant Vice President;Consulting Group Analyst,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,mike.m.baker@morganstanley.com,,Salesforce
10889755,Inactive Investor,Andrew Kalns,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,andrew.kalns@fidelity.com,,Salesforce
10873422,Inactive Investor,Renee Hill,,PFS Investments Inc. Jenkintown PA 261 Old York Rd,renee.hill@primerica.com,,Salesforce
11148045,Inactive Investor,William Day,Financial Advisor,LPL Financial LLC Youngstown OH 7371 California Ave,william.day@lpl.com,,Salesforce
11039989,Inactive Investor,Scott Slayton,Chief Strategist;Partner,Capital Creek Partners,sslayton@capitalcreek.com,,Salesforce
9576352,,Christopher Eaton,,,christopher.eaton@53.com,,List import
9559825,,Michael Sadek,,,mike.sadek@lfg.com,,List import
10895336,Inactive Investor,Jordan McDermott,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11093941,Inactive Investor,Paul Lindberg,Financial Advisor,"Ameriprise Financial Services, LLC Pasadena TX 4111 Fairmont Pkwy",paul.lindberg@ampf.com,,Salesforce
10822479,Inactive Investor,Doris Karampatsos,Financial Advisor;Investment Associate,Commonwealth Financial Network Williamstown MA 24 Water St,dkarampatsos@commonwealth.com,,Salesforce
10831229,Inactive Investor,Sara Urban,Financial Consultant;Senior Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",sara.urban@equitable.com,,Salesforce
11071983,Inactive Investor,Stephen Weston,Financial Professional,LPL Financial LLC Ithaca NY 99 Sheraton Dr,stephen.weston@lpl.com,,Salesforce
10615396,,Lora Cooperman,"Executive Director, Financial Advisor",,lora.cooperman@morganstanley.com,,List Import
10835378,Inactive Investor,James Norvell,Senior Vice President - Investments,"Raymond James & Associates, Inc. Augusta GA 1325 Greene St",james.norvell@raymondjames.com,,Salesforce
10994382,Inactive Investor,Rachel Israel,,"Equitable Advisors, LLC Canton OH 4084 Holiday St NW",rachel.israel@equitable.com,,Salesforce
10616771,,Joseph O'Donnell,,,joseph.odonnell@lpl.com,,List Import
11056403,Inactive Investor,Osmany Cabrera,,PFS Investments Inc. Miami FL 7955 NW 12th St,osmanycabrera@primerica.com,,Salesforce
10975653,Inactive Investor,Corey Ross,Financial Representative,"RossJohnson & Associates, LLC Minneapolis MN 3380 Annapolis Ln N",corey@rossjohnsonweb.com,,Salesforce
345514,,Terrance Shipp,Member,"Merit Capital Partners Iv, L.l.c.",tshipp@meritcapital.com,312-592-6111,Manual List Upload
10788378,Inactive Investor,Carmen Washington,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",carmen.washington@schwab.com,,Salesforce
9610878,,Ronald Wise,,,senacoop@cox.net,,List import
11173443,Inactive Investor,Brandon Fleming,,"Northwestern Mutual Investment Services, LLC Ormond Beach FL 1275 W Granada Blvd",brandon.fleming@nm.com,,Salesforce
10844635,Inactive Investor,H Joseph Parnes,Founder;President,Technomart RGA Inc,jparnes@technomartrga.com,,Salesforce
11040510,Inactive Investor,James Tafelski,Financial Advisor,"Citizens Securities, Inc. Rocky River OH 21550 Center Ridge Rd",james.tafelski@citizenssecurities.com,,Salesforce
11159449,Inactive Investor,James Capella,Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",james.capella@ml.com,,Salesforce
10780076,Inactive Investor,David Woodward,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
10878845,Inactive Investor,William Dubose,Wealth Advisor,Heritage Financial LLC McLean VA 6803 Whittier Ave,bdubose@heritagefinllc.com,,Salesforce
9576103,,Andrew Licon,,,andrew.licon@frostbank.com,,List import
10814063,Inactive Investor,Nicole De Loza,Investment Advisor,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,nicole.herrera@morganstanley.com,,Salesforce
11096325,Inactive Investor,Uriel Villa,Financial Advisor,Edward Jones Hereford TX 205 W 4th St,uriel.villa@edwardjones.com,,Salesforce
198997,,Sugato B,,[Unknown],sugata.b@icloud.com,,Organic Search
10976486,Inactive Investor,Robert Whitaker,,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",robert.whitaker@nm.com,,Salesforce
10784044,Inactive Investor,Jeffrey Kitchen,Financial Advisor,Edward Jones West Chester PA 535 N Church St,jeff.kitchen@edwardjones.com,,Salesforce
10617857,,William Reilly,,,wreilly@ml.com,,List Import
9634778,,Timothy Davis,,,timothy.davis@hefren.com,,List import
9550354,,Don Hartanov,,,harty34@gmail.com,,List import
147918,,Otak Udang,,[Unknown],otakudang@protonmail.com,,Paid Social
11110707,Inactive Investor,Mary Deen,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mary.deen@jpmorgan.com,,Salesforce
11063297,Inactive Investor,Melanie Weischwill,,LPL Financial LLC Edna TX 700 N Wells St,melanie.weischwill@lpl.com,,Salesforce
9619964,,Michael White,,,hfss@msn.com,,List import
9595537,,Jacqueline Shannon,,,jackie.shannon@verizon.net,,List import
11143563,Inactive Investor,Sean Dolan,,"Steward Partners Investment Solutions, LLC Saint Louis MO 101 S Hanley Rd",sean.dolan@stewardpartners.com,,Salesforce
224445,,Dave Conn,,[Unknown],david.dhc@gmail.com,,
11182263,Inactive Investor,David Bossert,,"Wells Fargo Clearing Services, LLC Coral Springs FL 1950 N University Dr",david.bossert@wellsfargo.com,,Salesforce
10985270,Inactive Investor,Marc Luciani,Financial Advisor;Portfolio Manager,Dumont & Blake Investment Advisors LLC,mluciani@dumontandblake.com,,Salesforce
11063192,Inactive Investor,James Vaughan,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Compliance Officer;Financial Advisor;President;Trustee,"Vaughan and Company Securities, Inc.",,,Salesforce
9574655,,Siska Iyus,,,siskarahayu2305@gmail.com,,List import
10922022,Inactive Investor,David Peterson,Financial Advisor,Edward Jones San Diego CA 7922 Entrada de Luz W,david.peterson@edwardjones.com,,Salesforce
11184729,Inactive Investor,Bradley Board,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
9544451,,Ellen Voda,,,ellen.voda@alliancebernstein.com,,List import
11056207,Inactive Investor,Trevor Hoyt,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",trevor.hoyt@ampf.com,,Salesforce
10928372,Inactive Investor,Bradley Richmond,,"Univest Securities, LLC",,,Salesforce
10834460,Inactive Investor,Randall Norris,,"Smith, Brown & Groover, Inc.",randall@sbgwealth.com,,Salesforce
10946979,Inactive Investor,Stephen Wisniewski,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",stephen.wisniewski@equitable.com,,Salesforce
10853154,Inactive Investor,Kelly Hahn,Chief Compliance Officer;Co-Owner;Owner,Hahn Financial Group,kellyhahn@hahnfinancialgroup.com,,Salesforce
11055432,Inactive Investor,Seanna Fields,Financial Advisor,"Wells Fargo Clearing Services, LLC Battle Creek MI 3566 Capital Ave SW",seanna.fields@wellsfargoadvisors.com,,Salesforce
11061070,Inactive Investor,Benhur Fernandes,Financial Advisor,LPL Financial LLC Eagan MN Private Residence,benhur.fernandes@lpl.com,,Salesforce
1003701,Inactive Investor,Michael Nathanson,,Michael Nathanson,michael.nathanson@gmail.com,647 454 2372,Content
11124119,Inactive Investor,Alex Storozhenko,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",alexander_storozhenko@ml.com,,Salesforce
10799202,Inactive Investor,Bradley Schaffnit,Managing Director,"Apollon Financial, LLC Downers Grove IL 2001 Butterfield Rd",,,Salesforce
11025998,Inactive Investor,Molly Legate,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,mlegate@primerica.com,,Salesforce
10958821,Inactive Investor,Camilla Dixon,,"Woodmen Financial Services, Inc.",cmdixon@woodmen.org,,Salesforce
10778785,Inactive Investor,Maxine Krasny,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director;Senior Portfolio Manager;Senior Vice Presi,Morgan Stanley New York NY 399 Park Ave,robin.krasny@morganstanley.com,,Salesforce
11101746,Inactive Investor,William Fisk,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",bill.fisk@nm.com,,Salesforce
10893281,Inactive Investor,David Joffe,,"Long Island Financial Group, Inc.",,,Salesforce
202213,,James Bowen,Co-Founder & Chief Executive Officer,Energetic Insurance,james.bowen@energeticinsurance.com,(617) 701-7796,
10917218,Inactive Investor,Daniel Dunn,Financial Professional,"MML Investors Services, LLC Waterford CT 774 Broad Street Ext",,,Salesforce
10955923,Inactive Investor,Ariel Baez,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,ariel.baez@fmr.com,,Salesforce
10759086,Inactive Investor,Hillery Schanck,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",hillery.schanck@wellsfargoadvisors.com,,Salesforce
9648347,,Chris K,,,poppykao@hotmail.com,,List import
10647442,,Reagan Blissard,,,reagan.blissard@tiaa.org,,List Import
10790257,Inactive Investor,Samuel Stafford,Financial Advisor,"Equity Services, Inc. Media PA 1400 N Providence Rd",stafford_samuel@nlvmail.com,,Salesforce
235815,, -,,[[Unknown]],pekikpeewee@gmail.com,,
341994,,Zachary Murtha,CTO,"Seven Eight Capital, Lp",zmurtha@seveneightcapital.com,646-513-4350,Manual List Upload
11051684,Inactive Investor,Koffi Toulaboe,Investment Consultant;Wealth Management Advisor,"Zacks Investment Management, Inc.",,,Salesforce
11165355,Inactive Investor,Michael Milas,Investment Advisor Representative,"Osaic Wealth, Inc. Tampa FL 5601 Mariner St",,,Salesforce
11167674,Inactive Investor,Charles Newton,,"Independent Financial Group, LLC South Jordan UT 2517 W Windsor Manor Ct",,,Salesforce
244462,,John Yongduk Chung,JC Private Client Llc,JC Private Client Llc,ceojohnchung@gmail.com,,Manual List Upload
11228894,Inactive Investor,Steven Glover,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11154066,Inactive Investor,Jonathan Red Fox,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jonathan.red-fox@schwab.com,,Salesforce
11208332,Inactive Investor,Robert Malik,Chief Compliance Officer;Chief Executive Officer;President,"Charter Oak Asset Management, Inc.",,,Salesforce
10834495,Inactive Investor,Jonathan Aulbert,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1442 Spring Cypress Rd",jonathan.aulbert@wellsfargo.com,,Salesforce
10927318,Inactive Investor,Ericka Steele,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
9597260,,Angel Reyes,,,areyes.33@hotmail.com,,List import
9575717,,Akash -,,,akashgoyal91@gmail.com,,List import
228571,, -,,[[Unknown]],irfan.virk@northbaysolutions.com,,
10780728,Inactive Investor,Fiqri Dine,Head - Investments,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,fiqri.dine@jpmorgan.com,,Salesforce
10977808,Inactive Investor,Lucy Jeffs,,William Blair New York NY 1166 Avenue of the Americas,ljeffs@williamblair.com,,Salesforce
11044135,Inactive Investor,Jason Nymark,Financial Advisor,"Raymond James & Associates, Inc. Ann Arbor MI 350 S Main St",,,Salesforce
10644324,,Andrew Jessen,,,ajessen@williamblair.com,,List Import
9545892,,Jamie Gasiorowski,,,jamie.gasiorowski@cohencpa.com,,List import
10913845,Inactive Investor,Grant Crane,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 13840 N Frank Lloyd Wright Blvd",grant.crane@wellsfargoadvisors.com,,Salesforce
11150847,Inactive Investor,Virgil Hooper,,"Cambridge Investment Research, Inc. Atlanta GA 5530 C Old National Hwy",,,Salesforce
9625029,,BRAULIO BATISTA,,,chulo2c@aol.com,,List import
11217655,,Danielle Narike,,,nariked@stifel.com,,List Import
11219691,,Brian Parris,,,parrisb@ceteranetworks.com,,Other
11129474,Inactive Investor,Jordan Bilodeau,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",jbilodeau@financialguide.com,,Salesforce
10935191,Inactive Investor,Robert Brandau,,"M Holdings Securities, Inc. Denver CO 1800 Glenarm Pl",,,Salesforce
11082649,Inactive Investor,David Gross,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9616647,,Ramona Tudorancea,,,ramona@jb-advisoryservices.com,,List import
9546825,,Richard Cutler,,,richard.cutler@transamerica.com,,List import
10900828,Inactive Investor,Sean Vermeulen,,"Allstate Financial Services, LLC Monroe WA 110 S Lewis St",svermeulen@allstate.com,,Salesforce
10900663,Inactive Investor,Eric Wolfe,Senior Financial Advisor,"WealthStar Advisors, LLC McKinney TX 5900 S Lake Forest Dr",ewolfe@wealthstaradvisors.com,,Salesforce
10996646,Inactive Investor,Alison Lapointe,,LPL Financial LLC Brandon FL 1217 Oakfield Dr,alison.lapointe@lpl.com,,Salesforce
9550053,,Brian English,,,brian.english@securitiesamerica.com,,List import
10987229,Inactive Investor,Ryan Rodgers,Associate Client Advisor,Arvest Wealth Management Springfield MO 2835 E Battlefield St,rrodgers@arvest.com,,Salesforce
11009520,Inactive Investor,David-Louis Browne,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",,,Salesforce
9622595,,ness1de Denys,,,chester3359@gmail.com,,List import
9570299,,Jacqueline Waterland,,,jackie.waterland@meridianadvisors.com,,List import
11158573,Inactive Investor,Carl Price,Chief Compliance Officer;Managing Partner,Price Wealth Coaching LLC,,,Salesforce
184557,,TYLER ADKISON,AGENT,PREMIER PARTNERSHIPS,tyler@premierpartnerships.com,3104829676,
10985912,Inactive Investor,Ardiana Avdiu,,J.P. Morgan Securities LLC Astoria NY 2121 Broadway,ardiana.avdiu@jpmorgan.com,,Salesforce
10813346,Inactive Investor,James Strodel,,"CapFinancial Securities, LLC. Charlotte NC 4201 Congress St",jim.strodel@captrustadvisors.com,,Salesforce
10816948,Inactive Investor,Leo Sanchez,Financial Advisor;Managing Director - Investments;Senior Vice President,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",marc.sanchez@raymondjames.com,,Salesforce
11186275,Inactive Investor,Mark Prunier,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,mark.prunier@fidelity.com,,Salesforce
10868265,Inactive Investor,Jeffrey Eckert,Financial Advisor,LPL Financial LLC Laramie WY 1472 N 5th St,jeff.eckert@lpl.com,,Salesforce
164617,,San Martin Josu,,[Unknown],josusanmartin@gmail.com,,Direct
5233729,,sangtae kim,,,sante3525@gmail.com,,Web Form Fillout
11140818,Inactive Investor,John Molkentin,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",jake.molkentin@ml.com,,Salesforce
11156147,Inactive Investor,Howard Weinstein,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",howard.weinstein@equitable.com,,Salesforce
10878577,Inactive Investor,Robbie Chandler,Client Advisor;Director,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",robbie.chandler@alex-brown.com,,Salesforce
10987027,Inactive Investor,Kara Marquez,Financial Advisor,Nautilus Advisors LLC Ladera Ranch CA 999 Corporate Dr,kara@nautilusadv.com,,Salesforce
10804348,Inactive Investor,Lourdes Alemany Pons,,PFS Investments Inc. Mayaguez 101 Mendez Vigo W,lourdes.pons@primerica.com,,Salesforce
11105967,Inactive Investor,Justin Abdollahi,Chief Compliance Officer;Managing Member,Investment Dept.,,,Salesforce
200528,,Shahram Seyedahmadi,,[Unknown],shahram.seyedahmadi@telekom.de,,Direct
10863599,Inactive Investor,Peter Glover,Private Banker;Vice President,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,peter.glover@jpmorgan.com,,Salesforce
9569611,,Elizabeth Young,,,elizabeth@claytonfsi.com,,List import
71368,,Paul Mitchell,"CFO, Director, Chief Compliance Officer",First State Investment Advisors Inc,paul@firststate-ok.com,918-492-1466,Manual List Upload
10966764,Inactive Investor,Michael Jorgenson,Associate Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 5701 Connecticut Ave NW",,,Salesforce
9603773,,IAN GRIEVES,,,ian.grieves@erisx.com,,List import
10764770,Inactive Investor,Debra Carlson,Branch Manager;Senior Investment Associate,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",deb.carlson@rbc.com,,Salesforce
10773077,Inactive Investor,Ralph Pan,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Covina CA 175 E Badillo St",ralph.pan@wellsfargo.com,,Salesforce
11121031,Inactive Investor,Jean Cuadra,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 5201 Wisconsin Ave NW",jean.l.cuadra@ml.com,,Salesforce
10913658,Inactive Investor,Jason Christman,Financial Advisor,Edward Jones Anna OH 308 E Main St,jason.christman@edwardjones.com,,Salesforce
181412,,Ameer Haider,,[Unknown],mirm4194@gmail.com,,
10908660,Inactive Investor,Sandra Stump,,"Central States Capital Markets, LLC Wichita KS 245 N Waco St",,,Salesforce
85241,,Gregory Lambesis,Financial Advisor,"CUSO Financial Services, L.P.",greg.lambesis@cusonet.com,858-530-4400,
10976995,Inactive Investor,Barbara Beck-Rieger,,Commonwealth Financial Network East Setauket NY 21 Bennetts Rd,bbeck-rieger@commonwealth.com,,Salesforce
11130010,Inactive Investor,Ji Kim,,"VALIC Financial Advisors, Inc. Las Vegas NV 8985 S Eastern Ave",ji.kim@valic.com,,Salesforce
10645783,,Gordon Gregory,,,gordon.gregory@us.mizuho-sc.com,,List Import
11165973,Inactive Investor,Dwayne Wilson,,PFS Investments Inc. Columbia IL 207 N Main St,,,Salesforce
10970646,Inactive Investor,Tod Houston,,"Ameritas Investment Company, LLC Kennewick WA 3311 W Clearwater Ave",tod.houston@ameritas.com,,Salesforce
10990001,Inactive Investor,Jorge Garcia,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,jlgarcia03@ft.newyorklife.com,,Salesforce
10615002,,Tricia Kinane,"Financial Advisor, First Vice President",,tricia.kinane@morganstanley.com,,List Import
10870871,Inactive Investor,Parker Madl,Advisor;Partner,"Centerpoint Advisory Group, LLC",,,Salesforce
11112232,Inactive Investor,Ma Segura Leonides,,J.P. Morgan Securities LLC Arlington TX 1301 S Bowen Rd,ma.segura-leonides@jpmorgan.com,,Salesforce
10770858,Inactive Investor,Patrick Rase,Financial Advisor,"Osaic FS, Inc. Lexington KY 3217 Summit Square Pl",,,Salesforce
231412,, -,,[[Unknown]],marco.roncalli@gmail.com,,
10924169,Inactive Investor,Christopher Hines,Financial Advisor,Edward Jones Utica MI 54985 Shelby Rd,chris.hines@edwardjones.com,,Salesforce
10791656,Inactive Investor,Scott Biddle,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11003243,Inactive Investor,Andrew Aguilar,,PFS Investments Inc. Lubbock TX 3004 50th St,43ftr@primerica.com,,Salesforce
11002308,Inactive Investor,Brandon Chavez,,J.P. Morgan Securities LLC Medford NY 2271 Rte 112,brandon.e.chavez@chase.com,,Salesforce
11048807,Inactive Investor,Andrew Eisenberg,Chief Compliance Officer;General Counsel,North Star Investment Management Corporation,aeisenberg@nsinvest.com,,Salesforce
10902046,Inactive Investor,Twila Berryman,,"UMB Financial Services, Inc.",twila.berryman@umb.com,,Salesforce
11166751,Inactive Investor,Amy Palm,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Roseburg OR 1495 NW Garden Valley Blvd,apalm@dadco.com,,Salesforce
11097603,Inactive Investor,Scott Pruski,Chief Compliance Officer;Financial Advocate;Member,Advosion,,,Salesforce
10618853,,John Dwyer,,,john.dwyer@rbc.com,,List Import
10659000,,Linda Hess,,,lhess@weg1.com,,List Import
11185729,Inactive Investor,Michael Dennis,,Country Capital Management Company Broken Arrow OK 2488 W New Orleans St,m.dennis@countryfinancial.com,,Salesforce
10929779,Inactive Investor,Thomas Marks,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",thomas.marks@prudential.com,,Salesforce
11017047,Inactive Investor,Tiffany Hackney,Financial Advisor,"Pruco Securities, LLC. Rocky River OH 22255 Center Ridge Rd",tiffany.hackney@prudential.com,,Salesforce
9594659,,Arthur Voisin,,,arthurvoisin@gmail.com,,List import
11017186,Inactive Investor,Adam Kiraly,Investment Advisor,Watch Guard Capital LLC Gilbert AZ Private Residence,,,Salesforce
11043591,Inactive Investor,Michael Stevenson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",michael.j.stevenson@ml.com,,Salesforce
10839947,Inactive Investor,Adam Wheeler,Financial Planner,"Osaic FA, Inc. Columbia MO 1110 Club Village Dr",mike.wheeler@lfg.com,,Salesforce
10614845,,Ana Cuervo,"Financial Advisor, Senior Vice President - Wealth Management",,ana.m.cuervo@morganstanley.com,,List Import
9646635,,Adam Neary,,,aneary@4cfp.net,,List import
10846651,Inactive Investor,William Norton,,Vanguard Marketing Corporation,william_norton@vanguard.com,,Salesforce
10917641,Inactive Investor,Nathan Farmer,Partner;Wealth Manager,Creative Planning Omaha NE 12925 W Dodge Rd,nathan.farmer@creativeplanning.com,,Salesforce
10957236,Inactive Investor,Brendan Lutch,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 699 Boylston St",brendan.lutch@ml.com,,Salesforce
10870830,Inactive Investor,Marissa Grab,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,marissa.grab@fidelity.com,,Salesforce
11111181,Inactive Investor,Michael Kappes,Investment Advisor Representative;President,"Next Steps Advisors, Inc.",mk@nextstepsadvisors.com,,Salesforce
10935390,Inactive Investor,Paul Schulman,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,paul.schulman@fmr.com,,Salesforce
10846237,Inactive Investor,Alex Greenspon,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Pittsford NY 1250 Pittsford Victor Rd",,,Salesforce
1720314,,Deena Kamm,,[Unknown],deena@unrulyhelga.com,,
10997376,Inactive Investor,Ayanna Wood,,Lincoln Investment Mooresville NC 109 Chuckwood Rd,awood@lincolninvestment.com,,Salesforce
344873,,Sandra Bair,Office Manager,Kornfield Investment Management,sandy@kornfieldmanagement.com,717-392-0002,Manual List Upload
10963770,Inactive Investor,Renato Teixeira,,Citigroup Global Markets Inc. Deerfield Beach FL Private Residence,renato.a.teixeira@citi.com,,Salesforce
10785217,Inactive Investor,Darwin Buhler,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,darwin.buhler@fidelity.com,,Salesforce
10878010,Inactive Investor,Meghan Shaver,Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,meghan.shaver@ubs.com,,Salesforce
10786304,Inactive Investor,Daniel Wittig,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,daniel.wittig@fidelity.com,,Salesforce
10996291,Inactive Investor,Shanice Obonna,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9466711,,Doug Nachman,,Doug Nachman,dnachman@smithmoore.com,,News & Research
11212457,Inactive Investor,Ryan Kanz,Private Client Advisor,J.P. Morgan Securities LLC Mansfield OH 800 Ashland Rd,ryan.e.kanz@jpmorgan.com,,Salesforce
10788751,Inactive Investor,John Birkner,Financial Advisor;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,john.birkner@morganstanley.com,,Salesforce
9623807,,Rob McCalmont,,,rmccalmont@duncangrp.com,,List import
11046812,Inactive Investor,Richard Hanzlik,,Cetera Advisor Networks LLC Saint Paul MN 710 Commerce Dr,,,Salesforce
11088623,Inactive Investor,Gbadebo Adetula,,Thrivent Investment Management Inc.,gbadebo.adetula@thrivent.com,,Salesforce
11191756,Inactive Investor,Duncan Pray,,"Cambridge Investment Research, Inc. Metairie LA 4736 W Napoleon Ave",,,Salesforce
68362,,Gil Elmaleh,,"MML Investors Services, LLC",gelmaleh@massmutual.com,203-978-2208,
9590783,,Derrick Crowe,,,dcrowe@cclgroup.com,,List import
11091206,Inactive Investor,Amber Daniel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10946411,Inactive Investor,Zhengyang He,,Goldman Sachs & Co.,,,Salesforce
10488389,,Marsha Hale,"Chief Compliance Officer, Office Manager","MPA Wealth, LLC",marsha@mpadallas.com,,List Import
11114677,Inactive Investor,Carmen Anton Hueso,,Bradesco Investments Inc.,,,Salesforce
11097552,Inactive Investor,Darren Leader,Owner;Partner,Simmons Capital Group,dleader@simmonscapitalgroup.com,,Salesforce
7250213,,Karen Palmer,,,marlene1975@gmail.com,,Web Form Fillout
10799584,Inactive Investor,Brenda Stone,Operations Manager,"Stifel, Nicolaus & Company, Incorporated Spokane WA 201 W North River Dr",,,Salesforce
11294525,,Franklin Bryson,,,fdbgt@comcast.net,6784293864,Web Form Fillout
11206474,Inactive Investor,Scott Holzer,Private Client Advisor,J.P. Morgan Securities LLC New York NY 147 E 86th St,scott.c.holzer@jpmorgan.com,,Salesforce
9566646,,Daniel Stoll,,,dolphandan@yahoo.com,,List import
11212676,Inactive Investor,Brent Elyea,Vice President,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",brent.elyea@raymondjames.com,,Salesforce
10889109,Inactive Investor,Matoumona Kinzonzi,Private Client Financial Advisor;Vice President,"Citizens Securities, Inc. New York NY 1133 Avenue of the Americas",matt.kinzonzi@citizenssecurities.com,,Salesforce
9604755,,seth wright,,,wright_seth@hotmail.com,,List import
11098303,Inactive Investor,Jana Waters,,"Prospera Financial Services, Inc. Southlake TX Private Residence",jana.waters@prosperafinancial.com,,Salesforce
5764279,,Andrei Minoiu,,,amex.andrei@gmail.com,,Web Form Fillout
9568624,,Tien Phung,,,tienpv93hd@gmail.com,,List import
11208742,Inactive Investor,Aghahowa Igbinovia,,J.P. Morgan Securities LLC Salinas CA 425 Main St,aghahowa.a.igbinovia@jpmorgan.com,,Salesforce
11190962,Inactive Investor,Mei-Lee Ney,Chief Compliance Officer;President,"Richard Ney & Associates Asset Management, Inc.",,,Salesforce
11028581,Inactive Investor,Justin Musselman,,Cetera Advisor Networks LLC Harleysville PA 173 Main St,,,Salesforce
10829816,Inactive Investor,Joseph Felicetti,Financial Advisor,"M Holdings Securities, Inc. Madison NJ 266 Main St",,,Salesforce
11219982,,Patrick McGrath,,,patrick.mcgrath@allworthfinancial.com,,Other
10912918,Inactive Investor,Patrick Norris,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,patrick.norris@fidelity.com,,Salesforce
11147239,Inactive Investor,Mark Roesler,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10822242,Inactive Investor,Aaron Byrd-Leitner,Financial Advisor,Janney Montgomery Scott LLC,abyrd-leitner@janney.com,,Salesforce
11261299,Inactive Investor,Zachary Rosenthal,Associate;Wealth Advisor,"Sequoia Financial Group, L.L.C. Berwyn PA 1205 Westlakes Dr",zrosenthal@sequoia-financial.com,,Salesforce
10806109,Inactive Investor,James Pecoraro,,"Spartan Capital Securities, LLC Garden City NY 595 Stewart Ave",,,Salesforce
10976623,Inactive Investor,Domingo Comandante,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,dcomandante@ft.newyorklife.com,,Salesforce
11078346,Inactive Investor,Geoffrey Hearne,Senior Customer Service Professional,"Ameriprise Financial Services, LLC",geoffrey.s.hearne@ampf.com,,Salesforce
10885235,Inactive Investor,Aaron Sherman,,Commonwealth Financial Network Lancaster PA 22A E Roseville Rd,asherman@commonwealth.com,,Salesforce
11131282,Inactive Investor,Donald Masseur,Financial Advisor,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",donald.j.masseur@ampf.com,,Salesforce
9643028,,kelvin Yew yun,,,kelvinyky@gmail.com,,List import
11212346,Inactive Investor,Christopher Beatrice,Private Client Advisor,J.P. Morgan Securities LLC Huntington NY 350 Main St,christopher.beatrice@jpmorgan.com,,Salesforce
11202971,Inactive Investor,Tyler Hochwalt,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",tyler.hochwalt@wellsfargoadvisors.com,,Salesforce
11101655,Inactive Investor,Rachelle Beer,Authorized Officer;Team Administrator,UBS Financial Services Inc. Denver CO 370 17th St,rachelle.davis@ubs.com,,Salesforce
11205909,Inactive Investor,Djazia Khelifa,,Fidelity Brokerage Services LLC,djazia.khelifa@fidelity.com,,Salesforce
10760463,Inactive Investor,Michael Ellington,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,michael.ellington@ubs.com,,Salesforce
9591695,,Bryon Ford,,,madehip32@gmail.com,,List import
10881256,Inactive Investor,Jarrett Dewelde,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Somerville NJ 50 Division St",jarrett.dewelde@equitable.com,,Salesforce
10616047,,Sallye Greenwood,,,sallye.l.greenwood@ampf.com,,List Import
10828780,Inactive Investor,Anthony Sarko,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Allentown PA 515 Hamilton St,anthony.j.sarko@morganstanley.com,,Salesforce
11107176,Inactive Investor,Tara Payton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,tara.scott@fmr.com,,Salesforce
11035585,Inactive Investor,Tyler Hensen,,"Northwestern Mutual Investment Services, LLC Loveland CO 1615 Foxtrail Dr",tyler.hensen@nm.com,,Salesforce
9594528,,Albert Yambor,,,ayambor@sequoia-financial.com,,List import
47482,,Ken Pogson,Portfolio Manager,"Pogson & Matt Wealth Management Group, Llc",ken@pogsonmatt.com,602-282-0186,Manual List Upload
10959640,Inactive Investor,Amanda Boyd,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11074277,Inactive Investor,Scott Rosenquist,Investment Analyst;Investment Manager,Vantage Financial Partners Limited,,,Salesforce
10952201,Inactive Investor,Travis Jones,,"Truist Investment Services, Inc. Austin TX 611 W 5th St",travis.jones@truist.com,,Salesforce
11176605,Inactive Investor,Rita Lee,,Citigroup Global Markets Inc. San Ramon CA 3101 Crow Canyon Pl,rita.lee@citi.com,,Salesforce
10806710,Inactive Investor,Valerie Nelson,Financial Advisor,Edward Jones Topeka KS 3100 SW Huntoon St,valerie.nelson@edwardjones.com,,Salesforce
11103701,Inactive Investor,David Smith,Managing Director,Neuberger Berman BD LLC,david.smith@nb.com,,Salesforce
10971341,Inactive Investor,Angela Nelson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11063694,Inactive Investor,Alphonzo Williams,,PFS Investments Inc. Hesperia CA 17096 Sequoia St,alphonzo.williams@primerica.com,,Salesforce
343910,,Shaun Carney,"President, CCO","Bolt Financial Group, Inc",shaun@boltfinancialgroup.com,614-635-0102,Manual List Upload
10857591,Inactive Investor,Julie Scholl,Secretary,"Don Scholl & Associates, Inc.",,,Salesforce
10811201,Inactive Investor,Gary Lucas,,State Farm VP Management Corp. Topeka KS 2712 NW Topeka Blvd,,,Salesforce
10978329,Inactive Investor,Wai Cheung,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,wai.f.cheung@chase.com,,Salesforce
10866692,Inactive Investor,Eric Greenawald,Financial Advisor,Edward Jones Newport OR 27 N Coast Hwy,eric.greenawald@edwardjones.com,,Salesforce
10865215,Inactive Investor,Jeffrey Puglia,Chief Compliance Officer;President;Regulatory Contact,BDFS Capital LLC,jeff@bdfsmail.com,,Salesforce
10814778,Inactive Investor,Thomas Morris,Financial Advisor;Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11203415,Inactive Investor,Frank Duncan,,"Maryland Financial Group, Inc. Lutherville Timonium MD 108 W Timonium Rd",,,Salesforce
10767871,Inactive Investor,Frank Gargano,,Cetera Advisor Networks LLC Wall Township NJ Private Residence,garganof@ceteranetworks.com,,Salesforce
67731,,David Pazdan,"National Sales Manager, Senior Vice President","Northern Trust Securities, Inc.",djp6@ntrs.com,312-444-5140,
10781169,Inactive Investor,Joanna Trapnell,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,joanna.trapnell@fidelity.com,,Salesforce
11031511,Inactive Investor,Carmen Valencia,,"Farmers Financial Solutions, LLC Palm Desert CA 73880 Alessandro Dr",,,Salesforce
10972856,Inactive Investor,Tasha Johns,,Cetera Investment Services LLC San Diego CA 9275 Sky Park Ct,tasha.johns@ceterais.com,,Salesforce
10770631,Inactive Investor,Bart Carlson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,bart.carlson@fidelity.com,,Salesforce
10832754,Inactive Investor,Daniel Bartel,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Saint Paul MN 550 Main St",daniel.g.bartel@ampf.com,,Salesforce
9567487,,Thomas New,,,tnew@verdence.com,,List import
11188281,Inactive Investor,Madeline Crawford,,"HighTower Securities, LLC Mission KS 2001 Shawnee Mission Pkwy",mcrawford@hightoweradvisors.com,,Salesforce
10931086,Inactive Investor,Karan Murugesu,,NYLIFE Securities LLC Cranbury NJ 339 Princeton Hightstown Rd,kmurugesu@ft.newyorklife.com,,Salesforce
11118451,Inactive Investor,Lee Lehmkuhler,Portfolio Specialist;Wealth Advisor,Commonwealth Financial Network Williamsburg VA 5400 Discovery Park Blvd,llehmkuhler@commonwealth.com,,Salesforce
9557806,,Alan Romero,,,a.romero@lpl.com,,List import
11060434,Inactive Investor,Troy Prenger,Financial Advisor,Lincoln Investment Maria Stein OH 7990 State Rte 119,tprenger@lincolninvestment.com,,Salesforce
10997743,Inactive Investor,Richard Napper,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10829748,Inactive Investor,Carrie Cunningham,Financial Representative;Senior Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",carrie.cunningham@ml.com,,Salesforce
9605451,,Christopher Turley,,,racin213@yahoo.com,,List import
9639301,,Donald Koch,,,kochd@hhmi.org,,List import
10786878,Inactive Investor,Allison Saloy,Managing Director;Relationship Manager,Neuberger Berman BD LLC,asaloy@nb.com,,Salesforce
10800179,Inactive Investor,Anthony Crumpton,,PFS Investments Inc. Columbia SC 3608 Landmark Dr,anthony.crumpton@primerica.com,,Salesforce
10905909,Inactive Investor,Adam Block,,Goldman Sachs & Co.,adam.block@gs.com,,Salesforce
228071,,Alan N. Rechtschaffen -,,[Unknown],arechtschaffen@gmail.com,,
11018534,Inactive Investor,Shane Meyer,Wealth Advisor,"KMG Fiduciary Partners, LLC",shane.meyer@kmgfp.com,,Salesforce
11136543,Inactive Investor,Jonathan Braun,Assistant Vice President,Morgan Stanley South Jordan UT 680 W 10000 S,jonathan.braun@morganstanley.com,,Salesforce
11037788,Inactive Investor,Adam Pace,Financial Relationship Advisory Manager,"Wells Fargo Clearing Services, LLC Riverton UT Private Residence",adam.pace@wellsfargoadvisors.com,,Salesforce
10925440,Inactive Investor,Kevin Schuh,Financial Advisor,Edward Jones Mount Carmel IL 921 N Market St,kevin.schuh@edwardjones.com,,Salesforce
11031236,Inactive Investor,Robert Hadden,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",robert.hadden@transamerica.com,,Salesforce
9598820,,Maria Pyatigorsky,,,mpyatigorsky@wetherby.com,,List import
9592785,,Sarah Spagnolo,,,sarah@stash.com,,List import
10986077,Inactive Investor,Dakota Brinton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dakota.brinton@fmr.com,,Salesforce
10646609,,Elizabeth Nierzwicki,,,elizabeth.nierzwicki@ml.com,,List Import
10795785,Inactive Investor,Johnny Lister,Member,"Saltmarsh Financial Advisors, L.L.C.",johnny.lister@saltmarshfa.com,,Salesforce
10780698,Inactive Investor,Vonnie O'Neal,,"Wells Fargo Clearing Services, LLC Marietta GA 602 Roswell St SE",vonnie.oneal@wellsfargoadvisors.com,,Salesforce
11176669,Inactive Investor,Jonathan Best,Portfolio Manager;Vice President,Zemenick & Walker Inc,jbest@zandw.com,,Salesforce
10966952,Inactive Investor,Kevin Barrett,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",kevin.barrett@equitable.com,,Salesforce
9599146,,Betsey Purinton,,,bpurinton@strategicpoint.com,,List import
10826846,Inactive Investor,Lyon Roth,Senior Vice President,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,lyon.roth@ubs.com,,Salesforce
11198642,Inactive Investor,Eric Johnson,Financial Advisor,"Great Valley Advisor Group, Inc. Madison WI 612 W Main St",ejohnson@greatvalleyadvisors.com,,Salesforce
11191826,Inactive Investor,Thomas Baker,,"Raymond James Financial Services, Inc. Columbus IN 125 3rd St",thomas.baker@raymondjames.com,,Salesforce
11062592,Inactive Investor,Jeffrey Brieske,Financial Consultant,Thrivent Investment Management Inc. Tomah WI 1021 Superior Ave,jeffrey.brieske@thrivent.com,,Salesforce
206196,,Damanick Dantes,Investor,Dantes Outlook,damanickdantes@gmail.com,,
10776235,Inactive Investor,Gabriel Sokolowski,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,gabriel.sokolowski@fmr.com,,Salesforce
10935666,Inactive Investor,Jonathan Zaffino,Member,"RiskBridge Advisors, LLC",,,Salesforce
11038969,Inactive Investor,Mayobane Hernandez,,State Farm VP Management Corp. Huntington NY 18 W Carver St,johan.hernandez.vaee6n@statefarm.com,,Salesforce
235173,, -,,[[Unknown]],ivanduran@bitcobie.com,,
10904354,Inactive Investor,David Noble,District Leader,PFS Investments Inc. Salt Lake City UT 5667 S Redwood Rd,david.noble@primerica.com,,Salesforce
11201833,Inactive Investor,Brandon Pogue,,PFS Investments Inc. Highland IN 2646 Hwy Ave,bpogue@primerica.com,,Salesforce
245665,,Jack Yarosh,Financial Advisor,Verde Capital Management,jackyarosh@verdecm.com,12487952656,Manual List Upload
10898639,Inactive Investor,Jason Kelley,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",,,Salesforce
11127992,Inactive Investor,Gary Evans,,"Farmers Financial Solutions, LLC Tucson AZ 8750 E Speedway Blvd",gevans1@farmersagent.com,,Salesforce
2620149,,Ahmad Ahmad,,,ahmadthan37@gmail.com,,
234939,, -,,[[Unknown]],mking6294@gmail.com,,
10911809,Inactive Investor,John Nelson,Chief Compliance Officer;Managing Member,TAG Wealth Advisors,john@transitionadvisory.com,,Salesforce
11078035,Inactive Investor,Austin Sherwood,Financial Advisor,Edward Jones Abilene TX 1434 N Treadaway Blvd,austin.sherwood@edwardjones.com,,Salesforce
10826937,Inactive Investor,Mckenzie Cooke,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,mckenzie.cooke@morganstanley.com,,Salesforce
9543358,,leslie garson,,,les04@msn.com,,List import
11032662,Inactive Investor,Henry Hayes,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,hlhayesjr@ft.newyorklife.com,,Salesforce
11143235,Inactive Investor,Diego Mendez,,J.P. Morgan Securities LLC Los Angeles CA 400 S Hope St,diego.mendez@jpmorgan.com,,Salesforce
11254940,Inactive Investor,Brian Helms,,"Independent Advisor Alliance, LLC Bryant AR 612 W Commerce Dr",,,Salesforce
10839985,Inactive Investor,Norbert Unger,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",norb.unger@bofa.com,,Salesforce
11172504,Inactive Investor,Naseem Gadelha,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,ngadelha@primerica.com,,Salesforce
10896017,Inactive Investor,Zachary Merle,,Jefferies LLC Boston MA 125 High St,zmerle@jefferies.com,,Salesforce
11071928,Inactive Investor,Aimee Avila,,J.P. Morgan Securities LLC Culver City CA 9801 Washington Blvd,aimee.avila@jpmorgan.com,,Salesforce
11081728,Inactive Investor,Carlton Hall,Chief Compliance Officer;Principal,"Carlton Hall Asset Management, LLC Winston Salem NC 3447 Robinhood Rd",carlton@chamllc.com,,Salesforce
11158116,Inactive Investor,Melek Ozeren,,J.P. Morgan Securities LLC,melek.ozeren@jpmorgan.com,,Salesforce
10779461,Inactive Investor,Umberto Iannone,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,bert.iannone@fmr.com,,Salesforce
9599066,,Giorgini Maurizio,,,giorgini.maurizio27@gmail.com,,List import
11094779,Inactive Investor,William Degeneffe,,Appleton Investment Management Inc. Menasha WI 882A Valley Rd,,,Salesforce
10884470,Inactive Investor,Eric Callison,Financial Advisor,Edward Jones Kent WA 27331 172nd Ave SE,eric.callison@edwardjones.com,,Salesforce
11111582,Inactive Investor,Scott Theodore,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",scott.theodore@nm.com,,Salesforce
9607628,,Gilbert Lau,,,gilbertlau47@gmail.com,,List import
10919050,Inactive Investor,Marcus White,Financial Advisor,Edward Jones Broussard LA 108 W Main St,marcus.white@edwardjones.com,,Salesforce
10970383,Inactive Investor,Jeffrey Kronemeyer,,Sigma Financial Corporation Wildwood NJ 9700 Pacific Ave,,,Salesforce
10925802,Inactive Investor,Laura Slusher,Financial Advisor,Edward Jones Holland OH 7010 Spring Meadows Dr W,laura.emersonslusher@edwardjones.com,,Salesforce
10853244,Inactive Investor,Brian Wielgus,Branch Manager;Financial Advisor;Senior Vice President;Vice President,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,bwielgus@rwbaird.com,,Salesforce
11191470,Inactive Investor,Brian Hennessy,Chief Compliance Officer;Financial Advisor,Hennessy Financial Services,,,Salesforce
11111476,Inactive Investor,Gary Jansen,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,gjansen@brileywealth.com,,Salesforce
9605723,,Hong Lim,,,itslim12@gmail.com,,List import
11076950,Inactive Investor,Shelley Hancock,Financial Advisor,"Wells Fargo Clearing Services, LLC Castro Valley CA 3500 Castro Valley Blvd",hancocks@wellsfargo.com,,Salesforce
9548617,,Nickolas Wagner,,,nwagner@massmutual.com,,List import
10967061,Inactive Investor,Javier Lopez,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",javier.lopez@tfaconnect.com,,Salesforce
10970786,Inactive Investor,Graham Anderson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11164595,Inactive Investor,Chad Kannady,,Cetera Investment Services LLC Denham Springs LA 525 Florida Ave SW,,,Salesforce
10613986,,Barbara Mihalik-Zeitoun,"Financial Advisor, First Vice President, Investment Officer",,barbara.mihalik@wellsfargoadvisors.com,,List Import
11148051,Inactive Investor,Darren Hunter,,LPL Financial LLC Prosper TX Private Residence,darren.hunter@lpl.com,,Salesforce
10784207,Inactive Investor,Bernice Antonelli,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",bernice.antonelli@ml.com,,Salesforce
215978,,Kyuyoon Kim,,[Unknown],veethoe@gmail.com,,
10933412,Inactive Investor,David Essay,Co-Head,United Capital Financial Advisors Fort Collins CO 401 W Mountain Ave,isaac.essay@gs.com,,Salesforce
10801919,Inactive Investor,Radhika Srinivasan,Premier Banker;Private Banker,"Wells Fargo Clearing Services, LLC San Ramon CA 3111 Crow Canyon Pl",radhika.srinivasan@wellsfargoadvisors.com,,Salesforce
10965624,Inactive Investor,Megan Pritchard,Client Service Associate,"Raymond James & Associates, Inc. Woodland Hills CA 6320 Canoga Ave",megan.pritchard@raymondjames.com,,Salesforce
10759660,Inactive Investor,Tasos Zambas,Financial Consultant,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",tasos.zambas@wellsfargoadvisors.com,,Salesforce
10644619,,Victorino Gabor,,,victor.gabor@tfaconnect.com,,List Import
202824,,Doug Chab,,[Unknown],atlacorp@aol.com,,
11184794,Inactive Investor,Giuseppe Bonura,,State Farm VP Management Corp. Huntington NY 18 W Carver St,giuseppebonura@statefarm.com,,Salesforce
344489,,Dennis Packard,Member,"Align Wealth Management, Llc",dennis@alignmywealth.com,405-607-4820,Manual List Upload
10774151,Inactive Investor,Robert Munro,Financial Advisor,"Wells Fargo Clearing Services, LLC Temecula CA 31963 Rancho California Rd",robert.a.munro@wellsfargo.com,,Salesforce
9606170,,Justin Maylath,,,justin@hulicap.com,,List import
11041327,Inactive Investor,Craig Popp,,"Raymond James Financial Services, Inc. Willmar MN 2320 Hwy 12 E",craig.popp@raymondjames.com,,Salesforce
11234663,Inactive Investor,Hipolita Garcia Piota,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10759178,Inactive Investor,Gary Beyer,,Deutsche Bank Securities Inc.,,,Salesforce
10642534,,Rica Aucinto,,,rica.aucinto@coingecko.com,,Web Form Fillout
9624900,,Abubakar Salisu Barau,,,asbarau@gmail.com,,List import
9592203,,Luis Montes,,,boricuabulldog45@gmail.com,,List import
10951476,Inactive Investor,Robert Stevens,Financial Advisor,Edward Jones McKinney TX 7300 County Road 147,robert.stevens@edwardjones.com,,Salesforce
11217982,,Jake Wade,,,jake.wade@jpmorgan.com,,List Import
10803099,Inactive Investor,Jonathan Baety,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",jonathan.baety@ampf.com,,Salesforce
10842253,Inactive Investor,Caroline Gabig,Financial Advisor,LPL Financial LLC Huntsville AL 1430 Weatherly Rd SE,caroline.gabig@lpl.com,,Salesforce
10919797,Inactive Investor,Chelly Joseph,,"Gradient Securities, LLC Bonita Springs FL Private Residence",cbielecki@gradientsecurities.com,,Salesforce
10756431,Inactive Investor,Anthony Doyle,,Vanguard Marketing Corporation,anthony_doyle@vanguard.com,,Salesforce
5159431,,kim hong,,,viyibaf805@klblogs.com,,Web Form Fillout
11191491,Inactive Investor,Eric Taitz,Vice President,Snyder Wealth Group,eric@snyderwealthgroup.com,,Salesforce
11219335,,Susan Derenzo,,,susan.derenzo@ceterafs.com,,Other
10963893,Inactive Investor,Chelsea Grissom,Client Service Associate,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",chelsea.grissom@raymondjames.com,,Salesforce
10941329,Inactive Investor,Rebecca Jacobs,Client Assistant,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,rjacobs@rwbaird.com,,Salesforce
11061264,Inactive Investor,Steven De Mata-Aquino,,"Wells Fargo Clearing Services, LLC Englewood CO 501 W Hampden Ave",,,Salesforce
10793870,Inactive Investor,Rodger Hobbs,Financial Advisor,"Osaic Wealth, Inc. San Jose CA 4522 Pacific Rim Way",rhobbs@osaicwealth.com,,Salesforce
10771573,Inactive Investor,Thomas Dunaway,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",thomas.dunaway@wfadvisors.com,,Salesforce
11003569,Inactive Investor,Keren Zhou,,"CNR Securities, LLC",keren.zhou@cnr.com,,Salesforce
10870183,Inactive Investor,Patricia Van Pelt,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,,,Salesforce
10937168,Inactive Investor,Margrete Beneby,,PFS Investments Inc. New Rochelle NY 466 Main St,margrete.beneby@primerica.com,,Salesforce
9582004,,Shahid Waheed,,,swaheed@hudsoncovecapital.com,,List import
10611684,,Brett Sigler,"Financial Advisor, Vice President",,brett@clientfocusedadvisors.com,,List Import
11056201,Inactive Investor,Joshua Ford,Vice President,LPL Financial LLC Austin TX 13620 620 N,joshua.ford@lpl.com,,Salesforce
9611921,,Terrence Pocklington,,,tpock130@gmail.com,,List import
10657592,,John Klich,,,john.klich@nm.com,,List Import
10881182,Inactive Investor,Douglas Emery,Investment Advisor Representative,"Osaic Wealth, Inc. Vienna OH 4479 Creekside Dr",,,Salesforce
10639814,,Scott Oran,,,scott@oranltd.com,,Web Form Fillout
11190036,Inactive Investor,Andrew Feigenbaum,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",andrew.feigenbaum@nm.com,,Salesforce
10958331,Inactive Investor,Tamba Kamano,,J.P. Morgan Securities LLC New York NY 345 Hudson St,tamba.m.kamano@chase.com,,Salesforce
349049,,Brian Schmidt,Limited Partner,"Varde Management, L.p.",bschmidt@varde.com,952-893-1554,Manual List Upload
11129597,Inactive Investor,Desiree Moreno-Pineyro,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10659786,,Kari Beyer,,,kari.beyer@benjaminfedwards.com,,List Import
10789547,Inactive Investor,Virginia Feliz,,Goldman Sachs & Co.,virginia.feliz@gs.com,,Salesforce
9606214,,Brian Gallagher,,,bgallagher@blbb.com,,List import
3784276,,Think and Feel design studio .,,,business@thinknfeelux.com,,Web Form Fillout
9602899,,Michael Patterson,,,michael@mengiscapital.com,,List import
10831785,Inactive Investor,Stefan Papoutsoglou,,Cetera Financial Specialists LLC Basking Ridge NJ Private Residence,,,Salesforce
10917091,Inactive Investor,Lisa Scott,Vice President,LPL Financial LLC Venice CA 1842 Washington Way,lisa.scott17@lpl.com,,Salesforce
10752441,Inactive Investor,Mark Bitton,,GMS Group Jersey City NJ 111 Town Square Pl,mbitton@gmsgroup.com,,Salesforce
10892616,Inactive Investor,Robert McDowell,,"FBL Marketing Services, LLC Garden City KS 321 N 7th St",robert.mcdowell@fblfinancial.com,,Salesforce
10770736,Inactive Investor,Melissa Kennedy,Client Associate;Financial Advisor;Workplace Advisor,Morgan Stanley Shrewsbury NJ 1030 Broad St,melissa.kennedy@morganstanley.com,,Salesforce
9585038,,Nasiba Abdul-Karim,,,nasibamumina@gmail.com,,List import
11111835,Inactive Investor,Kent Jensen,Wealth Advisor,Thrivent Investment Management Inc. Mount Vernon WA 1301 Riverside Dr,kent.jensen@thrivent.com,,Salesforce
11007310,Inactive Investor,Ron Defreitas,Financial Advisor,Lincoln Investment Naples FL 2590 Northbrooke Plaza Dr,rdefreitas@lincolninvestment.com,,Salesforce
10888260,Inactive Investor,David Beeman,Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11017840,Inactive Investor,Darryl Bull,,"Portfolio Medics, LLC Morgantown PA Private Residence",darryl.bull@portfoliomedics.com,,Salesforce
11070072,Inactive Investor,Shaun Walker,,J.P. Morgan Securities LLC Cedarhurst NY 446 Central Ave,shaun.m.walker@jpmorgan.com,,Salesforce
9542281,,Steve Clark,,,steve@gstoneinc.com,,List import
10831426,Inactive Investor,Sean Conley,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
334497,,Jennifer Keating,Director Of Investor Relations,"Avanti Investment Advisors, Inc.",jkeating@avantiprop.com,407-628-8488,Manual List Upload
10964759,Inactive Investor,Justin Parr,,Country Capital Management Company Bartonville IL 4900 S Becker Dr,justin.parr@countryfinancial.com,,Salesforce
11217090,,Scott Hoina,,,shoina@nb.com,,Other
9563848,,Wade Peterson,,,wade.peterson@wellsfargoadvisors.com,,List import
11205852,Inactive Investor,Melanie Hammond,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston NY 108 N Front St",melanie.hammond@ml.com,,Salesforce
11153440,Inactive Investor,Carole Enisman,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 6365 NW 6th Way",,,Salesforce
11055750,Inactive Investor,Kathleen Entwistle,Family Wealth Director;Managing Director;Private Wealth Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,kathleen.entwistle@morganstanleypwm.com,,Salesforce
10949752,Inactive Investor,James Lee,,Stirlingshire Investments,,,Salesforce
116534,,James Deese,Senior Financial Advisor,"Sound Trust Wealth Advisors, Llc",jim.deese@fscadvisor.com,770-916-6500,Manual List Upload
10621690,,Kevin Carey,,,kcarey@firstrepublic.com,,List import
9567912,,John Duban,,,dubanjohn@gmail.com,,List import
10888363,Inactive Investor,Matthew Tooley,,LexAurum Advisors Chesterfield MO Private Residence,,,Salesforce
11164927,Inactive Investor,Jarrett Glosson,Regional Director,MWA Financial Services Inc. Fort Myers FL 8981 Daniels Center Dr,jarrett.d.glosson@mwarep.org,,Salesforce
11124621,Inactive Investor,Quincy Johnson,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,quincy.johnson2@fmr.com,,Salesforce
9623685,,Daniel Martinez,,,dmartinez@advisoryinvestorservices.com,,List import
10921746,Inactive Investor,Michael Feldman,,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,michael_feldman@glic.com,,Salesforce
9541565,,Frederick Giovanelli,,,fgiovanelli@aol.com,,List import
10783130,Inactive Investor,Todd Cater,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,todd.cater@edwardjones.com,,Salesforce
11064537,Inactive Investor,Rene Naranjo,Financial Advisor,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",rene.naranjo@raymondjames.com,,Salesforce
10807122,Inactive Investor,George Scharff,Financial Advisor,Edward Jones Topeka KS 5709 SW 21st St,george.scharff@edwardjones.com,,Salesforce
9587859,,A. Walker,,,ajwalker@guidancepointrs.com,,List import
11061518,Inactive Investor,Emma Bott,,J.P. Morgan Securities LLC Arlington TX 1001 N Collins St,emma.bott@jpmorgan.com,,Salesforce
10895321,Inactive Investor,Jennifer Leite,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
370463,,Masahito Yoshida,managing director,ycm,marc.yoshida@gmail.com,,Salesforce
10912856,Inactive Investor,John Allen,,Cetera Advisor Networks LLC Roswell GA 401 Macy Dr,,,Salesforce
9635593,,Marie Uhrich,,,marie.uhrich@thrivent.com,,List import
11023227,Inactive Investor,Morris Stone,,State Farm VP Management Corp. Richardson TX 1415 State St,morris.stone.jm81@statefarm.com,,Salesforce
11220967,,Ronald Peyton,,,peyton@callan.com,,List import
237143,, -,,[[Unknown]],jperkins249@yahoo.com,,
11060497,Inactive Investor,Devonte Ivory,Senior Investment Advisor,LPL Financial LLC,devonte.ivory@lpl.com,,Salesforce
10934613,Inactive Investor,Daniel Stavale,Chief Compliance Officer;Owner;President;Senior Financial Advisor,"Paragon Retirement Planning, Inc. Troy MI 200 E Big Beaver Rd",daniel@paragonretirementplanning.com,,Salesforce
10963708,Inactive Investor,James Saddlemire,,Neuberger Berman BD LLC,,,Salesforce
10855407,Inactive Investor,Brian McVay,Financial Advisor,"Ameriprise Financial Services, LLC Saint Clairsville OH 47443 National Rd",brian.mcvay@ampf.com,,Salesforce
10755465,Inactive Investor,Terry Wold,Associate,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,terry.wold@thrivent.com,,Salesforce
9568050,,Cynthia Balkwell,,,cbalkwell@financialguide.com,,List import
9543351,,Ashley Tabb,,,atabb@1919ic.com,,List import
10934202,Inactive Investor,Marina Mamazova,,UBS Financial Services Inc.,marina.mamazova@ubs.com,,Salesforce
11165716,Inactive Investor,Hye Kim,Regional Vice President,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",hye.kim@equitable.com,,Salesforce
10879027,Inactive Investor,Jasper Wong,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
216743,,Bill Raney,,[Unknown],billr@gnbbank.com,,Event
11074592,Inactive Investor,Cameron Pumphrey,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,cameron.pumphrey@lpl.com,,Salesforce
10969395,Inactive Investor,Sabrina Curran,,William Blair,scurran@williamblair.com,,Salesforce
11007520,Inactive Investor,Robert Farrell,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",robert.farrell@equitable.com,,Salesforce
10780842,Inactive Investor,Michael Huerbin,Financial Advisor,Focus Financial Bemidji MN 1421 Bemidji Ave N,mikeh@focusfinancial.com,,Salesforce
9643670,,St Mi,,,3e@hotmail.com,,List import
11129510,Inactive Investor,Bartholomew Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11045656,Inactive Investor,Jong Oh,,LPL Financial LLC Blue Bell PA 725 Skippack Pike,jong.oh@lpl.com,,Salesforce
9540755,,Yevgeniy Feldman,,BlockFi,yev@blockfi.com,,Web Form
340117,,John Andrews,,Wells Fargo,john.andrews@wellsfargo.com,,
11085624,Inactive Investor,James Kirkham,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",james.kirkham@wellsfargoadvisors.com,,Salesforce
9595337,,Lara Misner,,,lmisner@sprott.com,,List import
9579810,,Ronald Allison,,,allisonr@hdvest.com,,List import
10871994,Inactive Investor,Patrick Robertson,Financial Professional,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",patrick.robertson@equitable.com,,Salesforce
10791422,Inactive Investor,Yong Zhao,,J.P. Morgan Securities LLC New York NY 475 W 23rd St,yong.j.zhao@jpmorgan.com,,Salesforce
10839969,Inactive Investor,Joseph Smith,Financial Consultant,"Equitable Advisors, LLC Shoreline WA Private Residence",joseph.smith@equitable.com,,Salesforce
11163593,Inactive Investor,Roy Nunn,,PFS Investments Inc. Highland IN 2646 Hwy Ave,roy.nunn@primerica.com,,Salesforce
10611838,,Erin Merlone,"Financial Advisor, Vice President",,erin.mcgoldrick@bernstein.com,,List Import
193772,,Janal Kruzel,,[Unknown],janal.kruzel@cetera.com,,source
10755760,Inactive Investor,Alexander Palios,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Greenwich CT 1 Fawcett Pl,alexander.palios@morganstanley.com,,Salesforce
9575472,,Robert Munoz,,,robert.munoz@citizensbank.com,,List import
10813514,Inactive Investor,Joseph Parker,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",,,Salesforce
11217009,,Jonathan Bass,,,jbass@stephens.com,,Other
9641042,,miguel ramos,,,miguelcapelor@hotmail.com,,List import
11159143,Inactive Investor,Jordan Findley,Financial Professional,"Osaic FA, Inc. Scottsdale AZ 17015 N Scottsdale Rd",jordan.findley@lfg.com,,Salesforce
9566810,,James Moriarty,,,jmoriarty@eaglestrategies.com,,List import
1002446,Inactive Investor,Patrick Bowen,Senior Research Analyst,John Hancock,pbowen@jhancock.com,(617) 663-3000,
11197942,Inactive Investor,Emily Troxler,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,emily.troxler@jpmorgan.com,,Salesforce
9549269,,Gregory Cashman,,,gcashman@golubcapital.com,,List Import
10773146,Inactive Investor,Mark Zunick,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Middleton MA 35 Village Rd,mark.t.zunick@morganstanley.com,,Salesforce
11133813,Inactive Investor,Scott Werling,,Craft Capital Management LLC,swerling@craftcm.com,,Salesforce
10873578,Inactive Investor,Victor Wilkerson,President,Bison Advisors,victor@bisonria.com,,Salesforce
11056814,Inactive Investor,Erin Seidel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,erin.seidel@fidelity.com,,Salesforce
10851504,Inactive Investor,Richard Tegge,,LPL Financial LLC Marquette MI 148 W Washington St,richard.tegge@lpl.com,,Salesforce
10894079,Inactive Investor,Morgan Gross,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,morgan.gross@fidelity.com,,Salesforce
10773126,Inactive Investor,Joshua Mandelbaum,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joshua.m.mandelbaum@jpmorgan.com,,Salesforce
10888630,Inactive Investor,Robert Bouhl,Wealth Management Advisor,"Meridian Wealth Management, LLC",rbouhl@meridianwealthllc.com,,Salesforce
11090037,Inactive Investor,Stefan Liiste,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,Context Financial Group,sliiste@contextfinancialgroup.com,,Salesforce
11017390,Inactive Investor,Jonathan Frost,,"FBL Marketing Services, LLC Dubuque IA 1880 Asbury Rd",jon.frost@fbfs.com,,Salesforce
9620774,,Toni Heiskanen,,,pahanpaivanprofeetat@gmail.com,,List import
10834653,Inactive Investor,Frederick Hughes,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Chesapeake VA 205 Battlefield Blvd S",fred.hughes@wellsfargo.com,,Salesforce
10776336,Inactive Investor,Leo Kay,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Citrus Heights CA 7850 Kingswood Dr",leo.b.kay@ml.com,,Salesforce
10954328,Inactive Investor,David Sandoval,,LPL Financial LLC Sugar Land TX 6542 Greatwood Pkwy,david.sandoval@lpl.com,,Salesforce
11096543,Inactive Investor,Leila Schaefer,Financial Advisor;Member;Principal,Mosaic Wealth Strategies LLC,,,Salesforce
10661843,,Robert Stanley,,,bobstanley@rwsinvestmentplanning.com,,List Import
338507,,Ashley Scher,Director,Maseco Asia Limited,ashley.scher@masecoasia.com,852-580-82064,Manual List Upload
10696015,,Pinaki Datta,,Citigroup Global Markets Inc,pinaki.datta@citi.com,,List Import
10889309,Inactive Investor,Michelle Evanich,Vice President,"Raymond James & Associates, Inc.",michelle.evanich@raymondjames.com,,Salesforce
11051573,Inactive Investor,Jamieson Grabenhorst,Founding Partner;Managing Partner;Owner,"Horst & Graben Wealth Management, LLC",jamieson@horstandgrabenwealth.com,,Salesforce
11065658,Inactive Investor,Amanda Vigil,Senior Client Associate,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,amanda.vigil@ubs.com,,Salesforce
11052857,Inactive Investor,Bryan Sawyer,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",,,Salesforce
10951425,Inactive Investor,Gustavo Uribe,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",,,Salesforce
10768927,Inactive Investor,John Heron,,"MML Investors Services, LLC Charleston SC 40 Calhoun St",jheron@massmutual.com,,Salesforce
10821452,Inactive Investor,Paula Brancato,Investment Advisor Representative,"MML Investors Services, LLC New York NY 155 E 44th St",pbrancato@financialguide.com,,Salesforce
11155945,Inactive Investor,Mark Hand,Financial Advisor,"Gateway Wealth Partners, LLC Old Saybrook CT Private Residence",mhand@mygfpartner.com,,Salesforce
10899596,Inactive Investor,Briana Windon,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10596210,,Robert Green,,,rgreen@capitolsecurities.com,,Web Form Fillout
10847835,Inactive Investor,Thomas Buckley,Financial Advisor,LPL Financial LLC Itasca IL 333 W Pierce Rd,thomas.buckley@lpl.com,,Salesforce
9549630,,Takeshi Tamaki,,,takeshitamakifs@gmail.com,,List import
5932093,,Aaron Smith,,,jidoni5230@dewareff.com,,Web Form Fillout
10885776,Inactive Investor,John Barton,Financial Advisor,Edward Jones Hollidaysburg PA 110 Jefferson St,john.barton@edwardjones.com,,Salesforce
10871789,Inactive Investor,Kenneth Vander Kooi,Senior Wealth Advisor,"Scharf Investments, LLC",,,Salesforce
11130681,Inactive Investor,Stephen Hooks,,J.P. Morgan Securities LLC New Orleans LA 5660 Read Blvd,stephen.m.hooks2@chase.com,,Salesforce
10658257,,Jeffrey Andringa,,,jeffrey.andringa@ceterafs.com,,List Import
10814883,Inactive Investor,John Jackle,Financial Advisor,"Wells Fargo Clearing Services, LLC Marietta GA 1313 Johnson Ferry Rd",charles.jackle@wellsfargo.com,,Salesforce
10790912,Inactive Investor,Christopher Bruder,Financial Advisor,LPL Financial LLC Collegeville PA 18 Longacre Dr,christopher.bruder@lpl.com,,Salesforce
10898374,Inactive Investor,Christian Felix,,Bolton Global Capital Miami FL 1441 Brickell Ave,cfelix@boltonglobal.com,,Salesforce
10924138,Inactive Investor,Josiah Valencia,,"Bankoh Investment Services, Inc.",josiah.valencia@boh.com,,Salesforce
9640794,,p mcfadden,,,patrick.mcfadden@opco.com,,List import
10866185,Inactive Investor,David Mick,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,david.mick@jpmorgan.com,,Salesforce
10606737,,Joseph Pirrone,"First Vice President, Investment Associate, Private Wealth Relationship Manager, Senior Private Wealth Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",joseph.pirrone@ml.com,212-418-2863,List Import
10923479,Inactive Investor,Jonathan Cromer,Financial Advisor,LPL Financial LLC Longview TX 222 N Fredonia St,jonathan.cromer@lpl.com,,Salesforce
9548361,,James Anselmo,,,anselmo.james@principal.com,,List import
11115069,Inactive Investor,John McAleer,,"Kestra Investment Services, LLC Lutherville Timonium MD 9690 Deereco Rd",,,Salesforce
11002691,Inactive Investor,Celeste Leininger,,PFS Investments Inc. Allentown PA 7310 Tilghman St,cleininger@primerica.com,,Salesforce
11148375,Inactive Investor,Aaron Brandsfield,,"Avantax Investment Services, Inc. West Des Moines IA 1000 73rd St",,,Salesforce
10843880,Inactive Investor,Michael Taylor,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 7408 Jager Ct",michael.taylor@wfafinet.com,,Salesforce
10941614,Inactive Investor,Mark Lockhart,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10999823,Inactive Investor,Joshua Carter,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",joshua.p.carter@nm.com,,Salesforce
11074922,Inactive Investor,Peggy Hauser,Wealth Advisor,"Sage Private Wealth Group, LLC",peggy.hauser@sageprivatewealth.com,,Salesforce
9618959,,Robert Ellin,,,rellin@trinadcapital.com,,List import
9584640,,Jonathan Wright,,,jonathan.wright@transamerica.com,,List import
10834536,Inactive Investor,Jenny Do,Financial Advisor,UBS Financial Services Inc. Honolulu HI 733 Bishop St,jenny.do@ubs.com,,Salesforce
243212,,Charles Perkins,Associate PM,ALPS,charles.perkins@alpsinc.com,17202190014,Manual List Upload
11121881,Inactive Investor,Craig Sours,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11100943,Inactive Investor,Kelli Marquardt,,Morgan Stanley Troy MI 101 W Big Beaver Rd,kelli.k.marquardt@morganstanley.com,,Salesforce
9584964,,John Taylor,,,jtaylor@fcuinc.com,,List import
11173169,Inactive Investor,Tyler Busse,,J.P. Morgan Securities LLC Novato CA 402 Ignacio Blvd,tyler.d.busse@chase.com,,Salesforce
352315,,John Bunting,Head of Consumer & Specialty Finance,Garrison Investment Group Lp,jbunting@garrisoninv.com,212-372-9500,Manual List Upload
11015992,Inactive Investor,Kevin Simon,,PFS Investments Inc. Wayne NJ 500 Valley Rd,ksimon@primerica.com,,Salesforce
4987715,,Kira Martinez,,,bebicoco@gmail.com,,Web Form Fillout
11019141,Inactive Investor,Roberto Campos,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10788686,Inactive Investor,Thomas Brown,Financial Advisor,"Wells Fargo Clearing Services, LLC Champaign IL 2237 S Neil St",thomas.brown@wellsfargoadvisors.com,,Salesforce
9621608,,Wheeler Mane,,,wheelermane3@gmail.com,,List import
10767058,Inactive Investor,Charles Zalonka,,"Avantax Investment Services, Inc. Bethany OK 3908 N Peniel Ave",,,Salesforce
226229,, -,,[[Unknown]],my2882@gmail.com,,Initial Salesforce Import
11020643,Inactive Investor,Gabriel Glover,Relationship Banker,J.P. Morgan Securities LLC Westfield IN 250 W 161st St,gabriel.glover@jpmorgan.com,,Salesforce
9629479,,Yeslko Dasdsa,,,wijawe4092@lovomon.com,,List import
9540527,,Phil Kelly,,,phil.kelly@consensys.net,,List Import
11149163,Inactive Investor,Adam Setas,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",adam.setas@ml.com,,Salesforce
10767824,Inactive Investor,Jacqueline Cicale,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",jackie_cicale@ml.com,,Salesforce
10878108,Inactive Investor,Emilio Gonzalez,Advisor;Financial Planner;Owner,RFG Wealth Advisory,,,Salesforce
11178223,Inactive Investor,James Green,,"Packerland Brokerage Services, Inc. Greenfield WI Private Residence",james_green@packerlandbrokerage.com,,Salesforce
11094666,Inactive Investor,David Tyler,,PFS Investments Inc. Chalfont PA 31 Oak Ave,dtyler@primerica.com,,Salesforce
11231548,Inactive Investor,Andrew Kunce,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
11166117,Inactive Investor,Michael Stevens,Financial Advisor,Janney Montgomery Scott LLC New Hope PA 6236 Lower York Rd,mstevens2@janney.com,,Salesforce
10754751,Inactive Investor,Robert Swanbeck,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Fresno CA 265 E River Park Cir",robert.swanbeck@schwab.com,,Salesforce
10917509,Inactive Investor,Rachel Lewey,Financial Advisor,Edward Jones Iowa Falls IA 404 Rocksylvania Ave,rachel.lewey@edwardjones.com,,Salesforce
238394,,bsikare@gmail.com Sikare,,[Unknown],bsikare@gmail.com,,
10979039,Inactive Investor,Shawn Sagastume,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",shawn.sagastume@nm.com,,Salesforce
10975236,Inactive Investor,Purendra Patel,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",purendra.patel@tfaconnect.com,,Salesforce
10942640,Inactive Investor,Joshua Peterson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10956459,Inactive Investor,Taylor Miller,,J.P. Morgan Securities LLC Roswell GA 1475 Holcomb Bridge Rd,taylor.j.miller@jpmorgan.com,,Salesforce
11115168,Inactive Investor,Dale Schroeder,,"NewEdge Securities, Inc. San Francisco CA 50 California St",,,Salesforce
10804132,Inactive Investor,Gina Magaudda,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
171748,,Licia Barra,,Foundry Digital,lbarra@foundrydigital.com,,
11114006,Inactive Investor,Henry Beinstein,Member;Partner;Portfolio Manager,"Gagnon Securities, LLC",hbeinstein@gagnonsec.com,,Salesforce
141959,,Victor Oraham,Vice President - Financial Services Division,"The Ayco Company, L.P.",voraham@ayco.com,847-295-0110,
10792231,Inactive Investor,Anthony Dellaquila,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",anthony.dellaquila@ml.com,,Salesforce
11067725,Inactive Investor,Penni Perkins,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11048110,Inactive Investor,Patrick Chance,,"Equitable Advisors, LLC Redondo Beach CA Private Residence",patrick.chance@equitable.com,,Salesforce
10921567,Inactive Investor,Andreane Frazier,,Park Avenue Securities LLC Rome GA 500 E 2nd St,ande_frazier@glic.com,,Salesforce
9579974,,Tara Schultz,,,tara.schultz@huntington.com,,List import
9564320,,Lori Patterson,,,lpatterson@centerpointadvisors.net,,List import
10850406,Inactive Investor,Armando Gonzales,,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",armando.gonzales@rbc.com,,Salesforce
10787297,Inactive Investor,Samuel Plexico,,"Centaurus Financial, Inc. Myrtle Beach SC 2511 N Oak St",,,Salesforce
10995055,Inactive Investor,Devin Foudos,,J.P. Morgan Securities LLC Nottingham MD 5260 Campbell Blvd,devin.foudos@chase.com,,Salesforce
10486693,,Robert Wirth,,Worth Financial Group Inc.,bob1995@aol.com,,List Import
223046,,Jerry Silver,,[Unknown],jerry.silver@gmail.com,,Other
10874096,Inactive Investor,Richard Wasserkrug,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Columbia MD 5850 Waterloo Rd",richard.wasserkrug@schwab.com,,Salesforce
10994080,Inactive Investor,Allen Sykes,Senior Wealth Manager;Vice President,Pinnacle Advisors,allens@pinnacleadvisors.com,,Salesforce
9621070,,aurélien zuccarini,,,azuccarini@aventa.fr,,List import
10993901,Inactive Investor,John Bruno,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",john.bruno@nm.com,,Salesforce
11238735,Inactive Investor,Diana Keary,,Griffin Capital Company,dkeary@griffincapital.com,,Salesforce
11199633,Inactive Investor,Chad Tepe,Financial Advisor,"Independent Advisor Alliance, LLC Manhattan KS 218 S 4th St",,,Salesforce
11150205,Inactive Investor,Douglas Cyphers,,"Wells Fargo Clearing Services, LLC Amarillo TX 4140 S Coulter St",,,Salesforce
11222044,,Jeffrey Seegers,,,jeffrey_seegers@vanguard.com,,List Import
10968444,Inactive Investor,Christopher Cummings,,"ETC Brokerage Services, LLC Englewood CO 6000 Greenwood Plaza Blvd",christopher@etcbrokerage.com,,Salesforce
11114257,Inactive Investor,Gustavo Guerini,,"Allaria Securities, LLC",gguerini@allariasecurities.com,,Salesforce
105045,,Ronen Voloshin,General Counsel & Chief Compliance Officer,Monarch,ronen.voloshin@monarchlp.com,212-554-1700,Manual List Upload
10966704,Inactive Investor,Timothy Stoller,,OneAscent Financial Services LLC Van Wert OH 10406 State Rte 118,,,Salesforce
11177912,Inactive Investor,Jennifer Young,,LPL Financial LLC Highland MI 210 W Highland Rd,jennifer.young@lpl.com,,Salesforce
9622082,,Dogukan S,,,drgonzo@tutanota.de,,List import
11141034,Inactive Investor,Gregory Stinson,Financial Advisor,Edward Jones Rushville IN 325 N Main St,greg.stinson@edwardjones.com,,Salesforce
11110784,Inactive Investor,Steven Brunk,Financial Advisor,"Concourse Financial Group Securities, Inc. Harrisonburg VA 205A S Liberty St",steven.brunk@concoursefinancial.com,,Salesforce
9565193,,Knut Urdalen,,,knut.urdalen@gmail.com,,List import
11152821,Inactive Investor,Kipley Quinn,,"Farmers Financial Solutions, LLC Parker CO 10259 S Parker Rd",kquinn@farmersagent.com,,Salesforce
11147941,Inactive Investor,Robert Gray,,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,robert.gray@ubs.com,,Salesforce
10971679,Inactive Investor,Rodrigo Frutos,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",rodrigo.frutos@nm.com,,Salesforce
10948677,Inactive Investor,Jeffrey Jacques,Financial Advisor,Edward Jones Clarkston MI 5641 Sashabaw Rd,jeffrey.jacques@edwardjones.com,,Salesforce
10964320,Inactive Investor,Dirk Bernd,Investment Advisor Representative,"Leonard Rickey Investment Advisors, P.L.L.C.",,,Salesforce
235839,, -,,[[Unknown]],jkresse@centurytel.net,,
11089557,Inactive Investor,Tracy Haraksin,Financial Advisor,Park Avenue Securities LLC Upland CA Private Residence,tracy_haraksin@glic.com,,Salesforce
11054346,Inactive Investor,Aaron Weierbach,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",aaron.weierbach@rbc.com,,Salesforce
10956066,Inactive Investor,Juanita Mendoza,,"Wells Fargo Clearing Services, LLC Lubbock TX 1500 Broadway",,,Salesforce
11080815,Inactive Investor,David Ver Steeg,Financial Advisor,Edward Jones Sioux Falls SD 317 S Whitewood Cir,dave.versteeg@edwardjones.com,,Salesforce
10779761,Inactive Investor,Evelyn Bernhardt,,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",evelyn.bernhardt@wellsfargoadvisors.com,,Salesforce
10761412,Inactive Investor,Nicole Reehil,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",nicole_reehil@ml.com,,Salesforce
9542498,,Angelo Carter,,,carter104@hotmail.com,,List import
10487830,,Roya Doud,Chief Compliance Officer,HBK Capital Management,rdoud@hbk.com,,List Import
10906937,Inactive Investor,Kristy Meeler,Financial Advisor,LPL Financial LLC Jacksonville FL 904 Margaret St,kristy.meeler@lpl.com,,Salesforce
11196755,Inactive Investor,Luccy Phan,,J.P. Morgan Securities LLC West Roxbury MA 1744 Centre St,luccy.phan@jpmorgan.com,,Salesforce
11034253,Inactive Investor,Austin Todd,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",austin.todd@equitable.com,,Salesforce
11038718,Inactive Investor,Michael Kennedy,,"Allstate Financial Services, LLC Largo FL 1901 W Bay Dr",mikekennedy@allstate.com,,Salesforce
9598519,,Ronald Vioni,,,ron@vionicapital.com,,List import
9606703,,Stephen Haggerty,,,shaggerty@mooncapital.com,,List import
10801148,Inactive Investor,Benjamin McLaughlin,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Seattle WA 401 Union St",ben.mclaughlin@rbc.com,,Salesforce
10875514,Inactive Investor,Linda Dyster,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
332983,,Ryan Ricedorff,,"Tribeca Financial, LLC",ryan.ricedorff@tribecafinancial.us,480-553-6247,
11046251,Inactive Investor,Connor Mccann,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
9624090,,Cüneyt Özcan,,,c.dizayn@gmail.com,,List import
10889719,Inactive Investor,Jenny Kim,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,ylim@ft.newyorklife.com,,Salesforce
11031538,Inactive Investor,Roz Werner,,B. Riley Wealth Management Poughkeepsie NY 11 Raymond Ave,rwerner@brileywealth.com,,Salesforce
10927562,Inactive Investor,Joslain Joseph,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,joslain.joseph@opco.com,,Salesforce
11173829,Inactive Investor,Andrea Lechman,Financial Advisor,Edward Jones Windsor CO 1299 Main St,andi.lechman@edwardjones.com,,Salesforce
11104926,Inactive Investor,William Gourd,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,will.gourd@ubs.com,,Salesforce
11210941,Inactive Investor,Kenneth Needham,,"Allstate Financial Services, LLC Birmingham AL 4958 Valleydale Rd",kennethneedham@allstate.com,,Salesforce
67325,,Adam Goldenberg,"Managing Director, Member",RGT Wealth Advisors,agoldenberg@rgtadvisors.com,214-360-7000,
11091425,Inactive Investor,Justin Brahim,Financial Advisor,"Citizens Securities, Inc. Pittsburgh PA 525 William Penn Pl",justin.brahim@citizenssecurities.com,,Salesforce
10592338,,Nusrat Zahan,,,nusrat.du@gmail.com,,Web Form Fillout
210395,,Nathan Ayotte,Vice President,"Ferguson Wellman Capital Management, Inc.",ayotte@fergwell.com,(503) 226-1444,
10835966,Inactive Investor,Marc Franco,Private Wealth Advisor,"Ameriprise Financial Services, LLC Liverpool NY 7672 Oswego Rd",marc.j.franco@ampf.com,,Salesforce
117663,,Frank Miller,,"MML Investors Services, LLC",frankmiller2@financialguide.com,336-403-2400,
11129436,Inactive Investor,Audrey Dixon,Financial Advisor,"Wells Fargo Clearing Services, LLC Cary NC 1122 Kildaire Farm Rd",audrey.dixon2@wellsfargo.com,,Salesforce
9589964,,Myron Sopher,,,msopher@sopherinvest.com,,List import
9551537,,Aaron Smith,,,aaron.smith@nisa.com,,List import
9635072,,Tom Anderson,,,tom.anderson@cir2.com,,List import
10941476,Inactive Investor,Dustin Johnson,Chief Operating Officer;Regulatory Contact,ORG Partners,dustin.johnson@orgpag.com,,Salesforce
10942088,Inactive Investor,Scott Mathewson,,LPL Financial LLC South Jordan UT 2517 W Windsor Manor Ct,scott.mathewson@lpl.com,,Salesforce
11064578,Inactive Investor,Anh Mai,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,amai@ft.newyorklife.com,,Salesforce
9546120,,John Taylor,,,taylorjohn@aol.com,,List import
11198120,Inactive Investor,Hanna Barnes-Oberle,,"HighTower Securities, LLC",hbarnes-oberle@hightoweradvisors.com,,Salesforce
10767046,Inactive Investor,Lee Siler,Chief Compliance Officer;Chief Executive Officer;President,Siler Wealth Management,stockdr@stockdr.com,,Salesforce
10760628,Inactive Investor,David Earls,Financial Advisor,"CUSO Financial Services, L.P. Lunenburg MA 603 Massachusetts Ave",dearls@cusonet.com,,Salesforce
10981858,Inactive Investor,Henry Batts,Financial Advisor;Trust Officer,"Colonial Trust Advisors, Inc. Columbia SC 6 Calendar Ct",hbatts@colonialtrust.com,,Salesforce
10800971,Inactive Investor,Robert Larson,Financial Advisor,Edward Jones Cary NC 1400 Crescent Grn,rob.larson@edwardjones.com,,Salesforce
10812330,Inactive Investor,Jay Trusheim,,"Pruco Securities, LLC. Baton Rouge LA 2532 Toulon Dr",,,Salesforce
9610851,,Cleon Bitschy,,,jet2wealth@gmail.com,,List import
11175774,Inactive Investor,Nicholas Merino,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9584604,,Robert Russo,,,rrusso@koenigcpa.net,,List import
9617380,,J G,,,jmgsolutions@protonmail.com,,List import
9546971,,Brian Perry,,,brian.perry@purefinancial.com,,List import
335218,,Roger Ingwersen,Managing Member,The Harvest Group,roger@myharvestgroup.com,781-996-3300,Manual List Upload
9573230,,Angela Wanniappa,,,angela.wanniappa@rossport.com,,List import
11104153,Inactive Investor,Steve Melvage,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 1551 N Kingsbury St,steve.melvage@jpmorgan.com,,Salesforce
178288,,Willie Lategan,"CEO, Hollard Insurance & Group CFO",[Unknown],williel@hollard.co.za, +27 (0) 11 351 5000,Database Upload
227920,, -,,[[Unknown]],mezwank7@gmail.com,,
11221931,,Richard Fonash,,,rfonash@hirtlecallaghan.com,,List Import
9598683,,Richard Janke,,,rjanke@epwealth.com,,List import
9622789,,David Danner,,,dannerdjd@aim.com,,List import
201887,,Keith Piscitello,,Lincoln Financial Advisors Corporation,keith.piscitello@lfg.com,847-870-4698,product
11184387,Inactive Investor,Elena Perozzi,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,elena.perozzi@primerica.com,,Salesforce
10901114,Inactive Investor,Raymond Kimbrell,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10809722,Inactive Investor,Wallace Wadman,Chairman;Chief Compliance Officer;Chief Executive Officer,Constitution Research & Management Inc Boston MA 175 Federal St,wwadman@constitutionresearch.com,,Salesforce
10891755,Inactive Investor,Hugh Blair,,State Farm VP Management Corp. Bennettsville SC 128 Hwy 15-401 Byp E,sully.blair.mbzh@statefarm.com,,Salesforce
9552815,,adrian Fernandez,,,adrianfernandez562@yahoo.com,,List import
10771730,Inactive Investor,Carolyn Crim,Financial Advisor,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",carolyn.2.crim@ampf.com,,Salesforce
11060617,Inactive Investor,Robert Hawkins,,"Osaic Wealth, Inc. Smithmill PA Private Residence",,,Salesforce
11203688,Inactive Investor,Christopher Gervat,Director - Business Development;Lead Advisor,"Lifeworks Advisors, LLC",,,Salesforce
370633,,neena Chatoor,,United States,neenachatoor@gmail.com,,Salesforce
226010,, -,,[[Unknown]],arceonoralyn@gmail.com,,Initial Salesforce Import
9584767,,Jennifer Hanson,,,jhanson@fivepointscapital.com,,List import
11152340,Inactive Investor,Andrea Gaetano,,Fidelity Brokerage Services LLC,andrea.gaetano@fmr.com,,Salesforce
10903435,Inactive Investor,Sean Hurley,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,shurley@brileywealth.com,,Salesforce
11162469,Inactive Investor,Kirk Feret,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,kirk.feret@lpl.com,,Salesforce
10779972,Inactive Investor,Roger McConnell,Financial Advisor,Edward Jones Mobile AL 812 Downtowner Blvd,roger.mcconnell@edwardjones.com,,Salesforce
11123313,Inactive Investor,Mark Faas,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10916360,Inactive Investor,Joseph Funicelli,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joseph.m.funicelli@jpmorgan.com,,Salesforce
11185000,Inactive Investor,Jamie Chmielewski,Senior Client Associate;Vice President - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",jamie.lobermeier@wellsfargoadvisors.com,,Salesforce
11007221,Inactive Investor,Andrew Womack,,"Allstate Financial Services, LLC Bogart GA 2971 Monroe Hwy",,,Salesforce
11195538,Inactive Investor,Travis Burgher,,Cetera Investment Services LLC Wilmington NC 704 S College Rd,,,Salesforce
11213042,Inactive Investor,Christopher Rogers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,chris.rogers@fmr.com,,Salesforce
208125,,blue blue,,heif,2238288979@qq.com,(135) 704-9640,
11039367,Inactive Investor,Susan Holt,,Morgan Stanley Houston TX 1330 Post Oak Blvd,susan.holt@morganstanley.com,,Salesforce
11234442,Inactive Investor,Aji Kah,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10905554,Inactive Investor,Robert Stead,,"Allstate Financial Services, LLC West Grove PA 631D W Baltimore Pike",robert.stead@allstate.com,,Salesforce
10646316,,Sarah Caruso,,,sarah.caruso@prudential.com,,List Import
11081535,Inactive Investor,Deborah Barfield,,"Osaic Wealth, Inc. Wake Forest NC Private Residence",,,Salesforce
10932184,Inactive Investor,Sergio Sosa,,Bolton Global Capital Houston TX 12510 Cutten Rd,,,Salesforce
11109505,Inactive Investor,Francisco Arevalo,,"Northwestern Mutual Investment Services, LLC Monterey CA 40 Ragsdale Dr",francisco.arevalo@nm.com,,Salesforce
11188468,Inactive Investor,Brian Lamb,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,brian.r.lamb@jpmorgan.com,,Salesforce
9603402,,Anton Anton,,,arp@tandanmedia.com,,List import
10894934,Inactive Investor,Nedrah Stagner,,"Woodmen Financial Services, Inc.",ncstagner@woodmen.org,,Salesforce
10768055,Inactive Investor,Donald Haines,,NYLIFE Securities LLC Kent OH 217 N Water St,drhaines@ft.newyorklife.com,,Salesforce
10984551,Inactive Investor,Laurie Meyer,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,lmeyer@primerica.com,,Salesforce
11129286,Inactive Investor,Tammy Roden,,Cetera Investment Services LLC Birmingham AL 2050 Parkway Office Cir,,,Salesforce
10858310,Inactive Investor,Russell Fox,Investment Advisor,Commonwealth Financial Network Oxnard CA 300 E Esplanade Dr,rfox@commonwealth.com,,Salesforce
335849,,Mauricio Vaca,,Personal Capital Advisors Corporation,mauricio.vaca@personalcapital.com,,
11131921,Inactive Investor,Gina Wu,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",gina.wu@wellsfargoadvisors.com,,Salesforce
9620695,,Andrzej MICHALSKI,,,andrzej@formosa.io,,List import
125453,,Matthew Storm,"Managing Member, COO",Cv Advisors Llc,matthew@cv-advisors.com,305-358-5990,Manual List Upload
11057124,Inactive Investor,Hiroki Kimakura,,Goldman Sachs & Co.,,,Salesforce
10658493,,Timothy Hartnell,,,timothy.hartnell@countryfinancial.com,,List Import
11206935,Inactive Investor,David Woody,,LPL Financial LLC Asheboro NC 138 Scarboro St,david.woody@lpl.com,,Salesforce
9582311,,Joseph Mastoloni,,,joseph.mastoloni@vusa.com,,List import
10985167,Inactive Investor,Deepa Krishan,,"Allstate Financial Services, LLC Spring TX 9222 Louetta Rd",deepakrishan@allstate.com,,Salesforce
10614250,,Stanley Alpert,Financial Advisor,,stan.alpert@wellsfargoadvisors.com,,List Import
10929273,Inactive Investor,Jacob Sensiba,Financial Advisor,"Gateway Wealth Partners, LLC Brookfield WI 168000 W Greenfield Ave",jake.sensiba@mygfpartner.com,,Salesforce
10892918,Inactive Investor,Casey Beswick,Client Service Associate;Client Service Specialist,"Ameriprise Financial Services, LLC Akron OH 3333 Massillon Rd",casey.beswick@ampf.com,,Salesforce
10752748,Inactive Investor,Christine Martin,,"First Command Brokerage Services, Inc. Fairfax VA 12150 Monument Dr",cmmartin@firstcommand.com,,Salesforce
11199456,Inactive Investor,Ashley Bonifer,,D.A. Davidson & Co. Butte MT 49 N Main St,,,Salesforce
11172422,Inactive Investor,Luther Jaramillo,,"Wells Fargo Clearing Services, LLC Altamonte Springs FL 1030 Montgomery Rd",,,Salesforce
10936505,Inactive Investor,David Bonebrake,Investment Advisor Representative,Commonwealth Financial Network Eugene OR 390 High St,dbonebrake@commonwealth.com,,Salesforce
11162572,Inactive Investor,Jonathan Hawryschuk,,"Empower Financial Services, Inc",jonathan.hawryschuk@empower.com,,Salesforce
9605641,,Pamela Guvens,,,pjgive@gmail.com,,List import
10842589,Inactive Investor,James Cantrell,Chief Compliance Officer;Personal Wealth Advisor;President,"Financial Strategies, Inc.",jim@retirementandwealth.com,,Salesforce
10976276,Inactive Investor,Matthew Ulrich,,"Allstate Financial Services, LLC Edmonds WA 214 Main St",matthewulrich@allstate.com,,Salesforce
11141608,Inactive Investor,Gilbert Kuo,President,Kun-Lun Development Corporation,gkuo@kldc.net,,Salesforce
11061368,Inactive Investor,Daniel Pegues,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",daniel.pegues@ml.com,,Salesforce
11189775,Inactive Investor,Cory Cauble,,"First Citizens Investor Services, Inc. Greensboro NC 1414 W Northwood St",cory.cauble@firstcitizens.com,,Salesforce
11162419,Inactive Investor,Jarrett Kovics,,Hilltop Securities Inc.,jarrett.kovics@hilltopsecurities.com,,Salesforce
10904984,Inactive Investor,Nicholas Brigham,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10839838,Inactive Investor,Rashund Green,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rgreen@tiaa-cref.org,,Salesforce
10839458,Inactive Investor,Brian Van Winkle,Financial Advisor,Edward Jones Mount Vernon OH 1684 Venture Dr,brian.vanwinkle@edwardjones.com,,Salesforce
9565383,,Jordan O'Grady,,,ogradyj@faskc.com,,List import
344796,,Rishi Verma,Vice President,"Gennx360 Management Company, Llc",rverma@gennx360.com,212-257-6782,Manual List Upload
11102585,Inactive Investor,Michael Bartley,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,mbartley@primerica.com,,Salesforce
10838866,Inactive Investor,Kevin Konkal,Financial Advisor,"VALIC Financial Advisors, Inc. Plano TX 2745 Dallas Pkwy",kevin.konkal@valic.com,,Salesforce
10510779,,Tom Rieman,CEO & Founding Partner,Practice Intel,tom@pracintel.com,,List Import
11183200,Inactive Investor,Kip Hertzenberg,,Western Wealth Management LLC Golden CO 440 Indiana St,,,Salesforce
10888038,Inactive Investor,Amdi Jarjue,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,amdi.jarjue@jpmorgan.com,,Salesforce
9642856,,Benedict Msemwa,,,youngkilo89@gmail.com,,List import
11043843,Inactive Investor,Jonathan McClain,,J.P. Morgan Securities LLC Wixom MI 29750 S Wixom Rd,jonathan.e.mcclain@jpmorgan.com,,Salesforce
225742,,Crispus -,,[[Unknown]],crispuspotts@mac.com,,Initial Salesforce Import
11122801,Inactive Investor,Cogan Keith,Financial Advisor,Edward Jones Terre Haute IN 400 Wabash Ave,cogan.keith@edwardjones.com,,Salesforce
11018565,Inactive Investor,Jason Carrier,Investment Advisor Representative,"Sound Income Strategies, LLC Westbrook CT 1921 Boston Post Rd",,,Salesforce
11043555,Inactive Investor,Diana Nicuta,,SECU Brokerage Services Raleigh NC 119 N Salisbury St,diana.nicuta@ncsecu.org,,Salesforce
11047257,Inactive Investor,Mark French,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Pleasant SC 941 Houston Northcutt Blvd,mark.french@ubs.com,,Salesforce
9619505,,Antonis Polemitis,,,polemitis.an@unic.ac.cy,,List import
10760056,Inactive Investor,Brian Partridge,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11199394,Inactive Investor,Michael Calzolano,Chief Compliance Officer;Managing Member;Principal,enCompass Wealth Management LLC,michael@encompassyourwealth.com,,Salesforce
219709,,Jessica Gallogly,,[Unknown],gallogly04@yahoo.com,,
10611469,,James Kreitler,Financial Advisor,,jim.kreitler@edwardjones.com,,List Import
9587640,,Prajwal K p,,,prajwalpgowda93@gmail.com,,List import
11021177,Inactive Investor,David Hermann,,"First Heartland Capital, Inc. Tucson AZ Private Residence",dhermann@firstheartland.com,,Salesforce
10979838,Inactive Investor,Errol Paisley,,PFS Investments Inc. McDonough GA 1500 Pennsylvania Ave,errol.paisley@primerica.com,,Salesforce
344864,,Sharon Anderson,Business Solutions Advisor,Accel Wealth Management Llc,sanderson@acceladvantage.com,319-596-1101,Manual List Upload
9606477,,Evan Silverstein,,,evansilverstein6@gmail.com,,List import
10770242,Inactive Investor,Anna McCormick,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salisbury MD 300 Tilghman Rd",anna.mccormick@ml.com,,Salesforce
10611175,,Steven Baklas,"Assistant Vice President, Financial Solutions Advisor",,steven.baklas@ml.com,,List Import
11052680,Inactive Investor,David Puckett,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",dpuckett@ml.com,,Salesforce
11106324,Inactive Investor,Donald Chomas,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,donald.chomas@ubs.com,,Salesforce
10789919,Inactive Investor,Wendy Orpurt,Financial Advisor,Edward Jones Logansport IN 340 Mall Rd,wendy.orpurt@edwardjones.com,,Salesforce
10664500,,Kelvin Ng,,,kelvin.keypunch@gmail.com,,Web Form Fillout
11028342,Inactive Investor,Daniella Bertoldi,,J.P. Morgan Securities LLC Gainesville FL 1340 W University Ave,daniella.bertoldi@jpmorgan.com,,Salesforce
10916527,Inactive Investor,Brandon Boyd,,LPL Financial LLC Santa Ana CA 1932 E Deere Ave,brandon.boyd@lpl.com,,Salesforce
11160484,Inactive Investor,Moira Gilbert,Client Associate;Recruiter,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,moira.trott@ubs.com,,Salesforce
8480872,,Theodore Mack,,Wells Fargo Advisors,theo.mack@wfaadvisors.com,(215) 564-8212,List Import
11176959,Inactive Investor,Kelly Freeman,Senior Wealth Manager;Vice President,"Boyce & Associates Wealth Consulting, Inc.",,,Salesforce
9579934,,Anthony Romeo,,,aromeo@gwnsecurities.com,,List import
11074994,Inactive Investor,Howard Kobrin,Financial Advisor,"Wells Fargo Clearing Services, LLC Coral Springs FL 2740 N University Dr",howard.m.kobrin@wellsfargoadvisors.com,,Salesforce
11221249,,Tyler Peters,,,tpeters@ftportfolios.com,,List Import
45649,,Mai Bresnik,Financial Planner,"National Asset Management, Inc.",mbresnik@nationalsecurities.com,561-981-1000,
10912288,Inactive Investor,Jeffrey Emmeluth,,"J.W. Cole Financial, Inc. Stuart FL 1055 SE Ocean Blvd",,,Salesforce
9565256,,Forbes Bainou,,,fbainou@gmail.com,,List import
10638836,,Samuel Matalon,,,sam@whitefortcapital.com,,List Import
11034776,Inactive Investor,Michelle Milliken,Wealth Advisor,LPL Financial LLC Crystal Lake IL 338 Memorial Dr,m.milliken@lpl.com,,Salesforce
10743043,,Han Xu,,,xuhan1025@hotmail.com,,Web Form Fillout
64312,,Scott Lowe,"Owner, Chief Compliance Officer",Affinity Wealth Llc,scott@tagplanning.com,330-526-8412,Manual List Upload
217144,,Gene Sikora,Vice President,INTLSM,thesikora5@yahoo.com,312-708-5137,Event
10794498,Inactive Investor,Christopher Greene,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,christopher.greene@ubs.com,,Salesforce
11131924,Inactive Investor,Jason Stein,Chief Compliance Officer;Founder;Wealth Advisor,Bluepoint Wealth Advisors,,,Salesforce
10987680,Inactive Investor,Paul Appel,,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",paul.appel@lfg.com,,Salesforce
10756214,Inactive Investor,Terry Jones,Financial Advisor,Edward Jones Springfield TN 2548 Memorial Blvd,,,Salesforce
9619455,,Debbie Underwood,,,debbieunderwopod@missouristate.edu,,List import
10645916,,Paul Mann,,,paul.mann@moelis.com,,List Import
9592768,,Anne Gold,,,agold@firstreserve.com,,List import
10999947,Inactive Investor,Wesley Mariere,,Commonwealth Financial Network,wmariere@commonwealth.com,,Salesforce
11202258,Inactive Investor,Matthew Robinson,,"EF Legacy Securities, LLC",,,Salesforce
11087827,Inactive Investor,Crystal Hou,,J.P. Morgan Securities LLC Brooklyn NY 6501 18th Ave,crystal.hou@jpmorgan.com,,Salesforce
10853077,Inactive Investor,Kyle Visker,,State Farm VP Management Corp. La Crosse WI 111 2nd St S,kyle.visker.g6lb@statefarm.com,,Salesforce
11150475,Inactive Investor,Laura Busch,,"Empower Financial Services, Inc Dubuque IA Private Residence",laura.busch@empower.com,,Salesforce
11086490,Inactive Investor,Paul Curran,Financial Advisor,Edward Jones Salem VA 23 W Calhoun St,paul.curran@edwardjones.com,,Salesforce
10852675,Inactive Investor,Andrew Levitan,President,"Professional Investment Advisory Services, Inc.",tracy@piasinc.com,,Salesforce
11131538,Inactive Investor,Todd Larson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 409 E Cook Rd",todd.e.larson@ampf.com,,Salesforce
10990848,Inactive Investor,Dale Seeling,,LPL Financial LLC Green Bay WI 1792 E Mason St,dale.seeling@lpl.com,,Salesforce
10915199,Inactive Investor,Robert Nowak,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",robert.nowak@gwrs.com,,Salesforce
10615341,,Sarah Ricca,"Family Wealth Director, Financial Advisor, Senior Vice President",,sarah.ricca@morganstanley.com,,List Import
10821407,Inactive Investor,Ronald Benoit,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Murrieta CA 25220 Hancock Ave",benoitr@stifel.com,,Salesforce
9613205,,Richard Gottfred,,,dgottfred@williamblair.com,,List import
9623141,,Stan Stan,,,jnmqecmqeft8@opayq.com,,List import
10788954,Inactive Investor,Yuan Wang,,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,nick.y.wang@jpmorgan.com,,Salesforce
157488,,Colin Campbell,,[Unknown],colincampbell2468@gmail.com,,
10894213,Inactive Investor,Braxton Shoemaker,Client Service Associate,Morgan Stanley Salt Lake City UT 60 E South Temple,,,Salesforce
10948914,Inactive Investor,Joseph Schiraldi,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
10753026,Inactive Investor,Meliah Bird,Wealth Management Associate,Morgan Stanley Folsom CA 2365 Iron Point Rd,meliah.bird@morganstanley.com,,Salesforce
9588757,,Sara Tabatabaai,,,sara.tabatabaai@gmail.com,,List import
10767835,Inactive Investor,David Isaacson,Director - Alternative Investments;Executive Director;Family Wealth Director;Institutional Consulting Director;Insurance Plannin,Morgan Stanley Winter Park FL 250 S Park Ave,david.isaacson@morganstanley.com,,Salesforce
10806813,Inactive Investor,Naomi Stiekes,Regional Vice President,PFS Investments Inc. Clinton Township MI 34950 Little Mack Ave,naomi.stiekes@primerica.com,,Salesforce
54095,,Helen Smith,,"MML Investors Services, LLC",helensmith@financialguide.com,561-207-2493,
11050301,Inactive Investor,Kirk Blaise,Chief Compliance Officer;Member,"Creole Wealth Solutions, LLC",,,Salesforce
9641341,,Todd Richards,,,toddrichardsmd@yahoo.com,,List import
248990,,Zenaida Rodriguez,Examiner,NYC Department of Education,zenaidarodzp@gmail.com,,Manual List Upload
11182545,Inactive Investor,Jessica Poznick,Senior Financial Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",jessica.poznick@rbc.com,,Salesforce
11165026,Inactive Investor,Curtis Treptow,,"M Holdings Securities, Inc. Allentown PA 1802 Hamilton St",,,Salesforce
11076597,Inactive Investor,Kenneth Vander Hart,,"CreativeOne Securities, LLC Topeka KS 2930 SW Wanamaker Dr",,,Salesforce
10944715,Inactive Investor,Matthew Stroder,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 10201 SE Washington St",matthew.stroder@ml.com,,Salesforce
10940309,Inactive Investor,Caiqin Li,,"Osaic Wealth, Inc. Pompano Beach FL 7525 NW 61st Ter",,,Salesforce
10837385,Inactive Investor,Donn Ariyoshi,Financial Advisor;Senior Vice President,Morgan Stanley Honolulu HI 733 Bishop St,donn.ariyoshi@morganstanley.com,,Salesforce
9589212,,David Smetek,,,david.smetek@sunbeltsecurities.com,,List import
11223011,,Alexander Petsis,,,alex@apetsis.com,,List Import
10799764,Inactive Investor,Kurt Faulhaber,Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Canton OH 4833 Munson St NW",kurt.faulhaber@benjaminfedwards.com,,Salesforce
10872862,Inactive Investor,Telzey Jantzen,Paraplanner,"Ameriprise Financial Services, LLC Wichita KS 8118 E Douglas Ave",telzey.m.jantzen@ampf.com,,Salesforce
10798009,Inactive Investor,Henry Fiumara,Retirement Planning Specialist,"Equitable Advisors, LLC Cary NC 1020 Southhill Dr",henry.fiumara@equitable.com,,Salesforce
11024930,Inactive Investor,Nicole Hupp,,"Allstate Financial Services, LLC Oswego IL 4589 State Rte 71",nicolehupp@allstate.com,,Salesforce
9566765,,Tammy Claramunt,,,tammy.claramunt@edwardjones.com,,List import
10934354,Inactive Investor,Michael Dennis,,State Farm VP Management Corp. Oklahoma City OK 5575 NW Expy,mike.dennis.m2ji@statefarm.com,,Salesforce
10870092,Inactive Investor,Emilio Herrera,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11122967,Inactive Investor,Mark Levy,,NYLIFE Securities LLC Boca Raton FL Private Residence,malevy@ft.newyorklife.com,,Salesforce
11185573,Inactive Investor,Denise Bolton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10968872,Inactive Investor,Christian Guma,Private Wealth Management Analyst,Rockefeller Financial LLC,cguma@rockco.com,,Salesforce
11155384,Inactive Investor,Richard Elder,,Cetera Financial Specialists LLC Naperville IL 29 S Webster St,richard.elder@ceterafs.com,,Salesforce
11107280,Inactive Investor,Edgardo Ortiz Cruz,,J.P. Morgan Securities LLC Tucson AZ 947 N Park Ave,edgardo.ortiz-cruz@jpmorgan.com,,Salesforce
10854808,Inactive Investor,Gus Mask,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",,,Salesforce
11163280,Inactive Investor,Russell Kuchera,Senior Financial Advisor,LPL Financial LLC New Castle DE 210 Delaware St,russ.kuchera@lpl.com,,Salesforce
10771581,Inactive Investor,Susan Jerris,Financial Advisor,LPL Financial LLC El Cajon CA Private Residence,susan.jerris@lpl.com,,Salesforce
10961394,Inactive Investor,Kaleb Reed,Financial Advisor,Edward Jones Wooster OH 543 Riffel Rd,kaleb.reed@edwardjones.com,,Salesforce
11190881,Inactive Investor,Matthew Mccormick,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",mmccormick4@ml.com,,Salesforce
11193371,Inactive Investor,Jeremy Cooley,,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
9563511,,Darpan Khanna,,,darpan.khanna@gmail.com,,List import
11134503,Inactive Investor,Mohammed Alam,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",mohammed.alam@aretewealth.com,,Salesforce
10866441,Inactive Investor,Donald Bracken,,"Osaic Wealth, Inc. Old Greenwich CT 1445 E Putnam Ave",,,Salesforce
11003373,Inactive Investor,Richard Chaffee,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,rchaffee@primerica.com,,Salesforce
11024307,Inactive Investor,Cory Hoeppner,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",cory.hoeppner@rbc.com,,Salesforce
11183437,Inactive Investor,Declan Finnerty,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,declanfinnerty@statefarm.com,,Salesforce
11161363,Inactive Investor,Stephanie Novacek,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Buffalo MN 615 Hwy 55 E",stephanie.l.novacek@wellsfargo.com,,Salesforce
11148247,Inactive Investor,Ricky Nelson,Regional Vice President,PFS Investments Inc. Burnsville MN 1500 Mcandrews Road W,ricky.nelson@primerica.com,,Salesforce
9631529,,Frans Lesmana,,,lesmanafrans@gmail.com,,List import
10856769,Inactive Investor,Daniel Charlier,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",daniel.charlier@tfaconnect.com,,Salesforce
11059310,Inactive Investor,Yah'Kiel White,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
3815007,,Bradley Beachum,,,bradley@hellovacay.com,,Web Form Fillout
11004114,Inactive Investor,Amanda Temple,,LPL Financial LLC Fremont OH 323 Croghan St,amanda.temple@lpl.com,,Salesforce
10645035,,Andrew Jesionowski,,,andrew.jesionowski@db.com,,List Import
10815689,Inactive Investor,Roger Gilbert,Financial Advisor,"Pruco Securities, LLC. Cochran GA 180 E Dykes St",paul.gilbert@prudential.com,,Salesforce
9580351,,John Schaffer,,,jschaffer@abundancellc.com,,List import
10928108,Inactive Investor,Michael Pasterick,,"Farmers Financial Solutions, LLC Eugene OR 72A Centennial Loop",,,Salesforce
351681,,Chris Hennessey,Financial Advisor,"Putnam Investment Management, Llc",chris_hennessey@putnam.com,617-292-1000,Manual List Upload
10772509,Inactive Investor,Walter Pachniuk,,"Trustmont Financial Group, Inc. Newtown CT 30 Main St",walterp@adviserstrust.com,,Salesforce
10793368,Inactive Investor,Robert Graziano,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,robert.v.graziano@jpmorgan.com,,Salesforce
10803518,Inactive Investor,Sherrie Vankoevering,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",sherrie.vk@nm.com,,Salesforce
10761708,Inactive Investor,Lisa Ciezki,Financial Advisor,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",lisa.ciezki@wellsfargoadvisors.com,,Salesforce
10996050,Inactive Investor,Jian Guan,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,jguan01@ft.newyorklife.com,,Salesforce
10884200,Inactive Investor,William Holm,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11088306,Inactive Investor,Sheli Schweinhart,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",sheli_schweinhart@ml.com,,Salesforce
10851404,Inactive Investor,Ken Wong,,"Osaic FS, Inc. Miami FL 5600 SW 135th Ave",kwong@lfg.com,,Salesforce
9645090,,Sai Kumar,,,tssai98@gmail.com,,List import
11025499,Inactive Investor,John Bowers,,State Farm VP Management Corp. Sugar Land TX 1650 Hwy 6,,,Salesforce
11176642,Inactive Investor,Janet Wan,Chief Compliance Officer;President;Principal,Sierra Pacific Financial Advisors,jwan@sierrapfa.com,,Salesforce
10927762,Inactive Investor,Robin Lewandowski,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10799993,Inactive Investor,Thomas Melohn,Senior Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,thomas.melohn@ubs.com,,Salesforce
11073208,Inactive Investor,Douglas Lagerstrom,Chief Compliance Officer;Managing Member;President,"Private Wealth Solutions, LLC Woodland Hills CA 5850 Canoga Ave",doug@privatewealthsolutions.com,,Salesforce
9643123,,JEONGO LEE,,,lnoon5040@naver.com,,List import
11183817,Inactive Investor,Cameron Offner,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10812417,Inactive Investor,Nancy Obremski,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,nancy.obremski@primerica.com,,Salesforce
10927140,Inactive Investor,Jeffrey Lasater,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10973816,Inactive Investor,Matthew Michalak,Wealth Management Associate,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
11185572,Inactive Investor,Shayna Gauvin,,Fidelity Brokerage Services LLC,,,Salesforce
10977319,Inactive Investor,Matthew Burkart,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",matthew.burkart@nm.com,,Salesforce
10813658,Inactive Investor,Jeffrey Reis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",jeffrey_reis@ml.com,,Salesforce
11041925,Inactive Investor,Melissa Theodosopoulos,,J.P. Morgan Securities LLC Elmhurst IL 534 W Saint Charles Rd,melissa.k.theodosopoulos@chase.com,,Salesforce
11038671,Inactive Investor,Punyatma Sharan,,J.P. Morgan Securities LLC Duluth GA 5940 State Bridge Rd,punyatma.sharan@chase.com,,Salesforce
11201920,Inactive Investor,Charles Benoit,,Citigroup Global Markets Inc.,,,Salesforce
340157,,Roche Cullen,,[Unknown],cullenroche@gmail.com,,Event
11157598,Inactive Investor,Donna Keaton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10911886,Inactive Investor,Sara Quintanilla,Client Service Specialist,"Ameriprise Financial Services, LLC San Ramon CA 2817 Crow Canyon Rd",sara.quintanilla@ampf.com,,Salesforce
10921934,Inactive Investor,Angela Brandt,Financial Advisor,Edward Jones Farmington NM 4801 N Butler Ave,angela.brandt@edwardjones.com,,Salesforce
10932410,Inactive Investor,Norman Mejia,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",norman.mejia@ampf.com,,Salesforce
3445,,Kenneth Krogulski,President,Berkshire Partnership,kkrogulski@berkshireasset.com,1-570-825-2600,Database Upload
11014287,Inactive Investor,Andrew Larson,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",andrew.larson@empower.com,,Salesforce
11306109,Inactive Investor,Martin Garcia,,Commodore Capital LLC,martin.garcia.jr@gmail.com,,Salesforce
10818432,Inactive Investor,Tiaudra Shaw,Senior Financial Planner,"Charles Schwab & Co., Inc. Atlanta GA Private Residence",tiaudra.shaw@schwab.com,,Salesforce
10801723,Inactive Investor,Forrest Fielder,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,forrest.fielder@ubs.com,,Salesforce
11260370,Inactive Investor,Brooke Shalam,,Evercore Group L.L.C.,,,Salesforce
246389,,Not Provided,Medic/Corpsman,US Navy,jrbergendahl1955@gmail.com,,Manual List Upload
9586947,,Scott Sorensen,,,ssorensen@vigilantcap.com,,List import
11037865,Inactive Investor,Joseph Abraham,,Deutsche Bank Securities Inc.,,,Salesforce
10936923,Inactive Investor,Daniel Dollinger,President,Dollinger Management Inc.,daniel@danieldollinger.com,,Salesforce
10913830,Inactive Investor,Gregory Spry,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10791906,Inactive Investor,Steven Baker,,NYLIFE Securities LLC Lincolnton NC 333 E Main St,srbaker@ft.newyorklife.com,,Salesforce
11056260,Inactive Investor,Lilliam Fernandez,,Citigroup Global Markets Inc. Key Biscayne FL 84 Crandon Blvd,,,Salesforce
10857164,Inactive Investor,Michael Dillon,,"Allstate Financial Services, LLC Mays Landing NJ 5429 Harding Hwy",michaeldillon@allstate.com,,Salesforce
333026,,Jake Frankel,,"Balboa Wealth Partners, Inc.",jfrankel@balboawealth.com,,
11218767,,Barry McAlinden,,,barry.mcalinden@ubs.com,,Other
8169777,,Jair Calles,,,jaircalles@gmail.com,,Web Form Fillout
9576292,,pablo chavero,,,pmchavero@hotmail.com,,List import
10912309,Inactive Investor,Romesh Rambarran,,J.P. Morgan Securities LLC Hoboken NJ 125 River St,romesh.rambarran@chase.com,,Salesforce
10852220,Inactive Investor,Wendy Hyland,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Longwood FL 440 Crown Oak Centre Dr",wendy.hyland@wfafinet.com,,Salesforce
11169018,Inactive Investor,Jon Kehl,,"Osaic Wealth, Inc. Newington CT Private Residence",,,Salesforce
11000917,Inactive Investor,Oscar Calderon Flores,,PFS Investments Inc. Guaynabo Calle Romerillo,ocalderon-flores@primerica.com,,Salesforce
10929140,Inactive Investor,David Hesler,,LPL Financial LLC Flower Mound TX 3204 Long Prairie Rd,brian.hesler@lpl.com,,Salesforce
11074507,Inactive Investor,Robert Ruelle,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",robert.j.ruelle@nm.com,,Salesforce
10644957,,Anthony Lanfranca,,,anthony.lanfranca@raymondjames.com,,List Import
11192868,Inactive Investor,Gregory Danis,,"MML Investors Services, LLC",gdanis@massmutual.com,,Salesforce
10431642,,Alessio Piras,,,ap@backstage.global,,Web Form Fillout
10872295,Inactive Investor,Jason Park,,"Allstate Financial Services, LLC Overland Park KS 4352 W 107th St",jason.park@allstate.com,,Salesforce
10927522,Inactive Investor,Andrea Machado,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
174172,,AVI SHAH,,[Unknown],avishah@usc.edu,,Paid Social
11203210,Inactive Investor,Stephen Petersen,Limited Partner;Managing Director;Managing Partner;Wealth Advisor,Prio Wealth LP,spetersen@priowealth.com,,Salesforce
9559048,,George Mundorf,,,ric.mundorf@captrustadvisors.com,,List import
210730,,Jack Stein,,[Unknown],jack@sensibleresourcepartners.com,,Other
10606615,,Matthew Casalaina,"Executive Director, Portfolio Manager",J.P. Morgan Investment Management Inc.,matthew.casalaina@jpmorgan.com,,List Import
10985656,Inactive Investor,Tanyike Freeman-Smith,Financial Representative,PFS Investments Inc. Dayton OH 3321 N Dixie Dr,tanyike.freemansmith@primerica.com,,Salesforce
10753531,Inactive Investor,Andrea Anderson,Client Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,andrea.anderson@ubs.com,,Salesforce
11096958,Inactive Investor,Dino Efthimiou,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Member;Managing Partner;Partner,"Delta Wealth Advisors, LLC",dino@deltawealthadv.com,,Salesforce
10611426,,Paul Ruane,"Client Advisor, Director",,paul.ruane@alex-brown.com,,List Import
10871024,Inactive Investor,Davis Rushing,,USCA Securities LLC,drushing@uscallc.com,,Salesforce
62681,,Fadette Colin,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",fadette.colin@transamerica.com,847-590-8779,
11155555,Inactive Investor,Brandon McNeely,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,brandon.mcneely.vahg2t@statefarm.com,,Salesforce
11070506,Inactive Investor,Michael Lancour,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",michael.lancour@nm.com,,Salesforce
10889880,Inactive Investor,Monte Rosenzweig,,"Allstate Financial Services, LLC Lawrence NY 291 Burnside Ave",monterosenzweig@allstate.com,,Salesforce
11036402,Inactive Investor,Noelle Olson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
232593,, -,,[[Unknown]],mpardo124@gmail.com,,Organic Search
11111290,Inactive Investor,James Garrus,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.garrus@schwab.com,,Salesforce
11056156,Inactive Investor,Cynthia Porter,,Thrivent Investment Management Inc. Saint Peter MN 324 S Minnesota Ave,cynthia.porter@thrivent.com,,Salesforce
10929679,Inactive Investor,Anthony Daprile,,Stonex Securities Inc. New Middletown OH 10466 Main St,,,Salesforce
10858295,Inactive Investor,Donald Peterson,Investment Advisor Representative;Member;Principal,"Peterson Wealth Management, LLC",speterson@petersonwm.com,,Salesforce
10913522,Inactive Investor,Dana Vestal,,"Pruco Securities, LLC. Woodland CA 428 1st St",dana.vestal@prudential.com,,Salesforce
11125635,Inactive Investor,Melissa Kuan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11191729,Inactive Investor,Daniel Potter,,"Cambridge Investment Research, Inc. Houston TX 11111 Wilcrest Green Dr",,,Salesforce
11193681,Inactive Investor,Justine Greenwald,,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,justine.greenwald@ubs.com,,Salesforce
11098082,Inactive Investor,Matthew Van De Merlen,,"HighTower Securities, LLC New York NY 512 W 22nd St",matthew.vandemerlen@hightoweradvisors.com,,Salesforce
11011305,Inactive Investor,Richard Engelmann,Director - Investment Management,"First National Advisers, LLC",,,Salesforce
10942890,Inactive Investor,Thomas Birdsey,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",,,Salesforce
9604949,,Mobin Sh,,,mobin.2000.shokri@gmail.com,,List import
10768771,Inactive Investor,Michael Ohlsen,Financial Advisor,LPL Financial LLC Chesterfield MO 16305 Swigley Ridge Rd,michael.ohlsen@lpl.com,,Salesforce
10658869,,Hilary Bryson,,,hilary.bryson@morganstanley.com,,List Import
341788,,Paul Sloane,"Investment Director, Global Equities",Martin Currie Inc,psloane@martincurrie.com,441-312-295252,Manual List Upload
185767,,James Tolbert,Financial Advisor,"Calton & Associates, Inc.",mtolbert@calton.com,512-302-6052,
11047313,Inactive Investor,Jeremy Kerr,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",jeremy.kerr@prudential.com,,Salesforce
334802,,Mark Nitzberg,Board Member,Grantham Mayo Van Otterloo & Co Llc,mark.nitzberg@gmo.com,617-330-7500,Manual List Upload
341899,,Alexander Healy,Director,"Alphasimplex Group, Llc",ahealy@alphasimplex.com,617-475-7100,Manual List Upload
9572060,,Jensen Wong,,,jwong@johoman.com,,List import
9634140,,T M,,,mickeymouse@gmail.com,,List import
11091296,Inactive Investor,Kari Matlock,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
42992,,Mary Meyer,Wealth Strategist,"Parallel Advisors, LLC",mary@paralleladvisors.com,808-593-1600,
11148900,Inactive Investor,Dean Antonopoulos,,"Kingswood Capital Partners, LLC Carmel IN 650 E Carmel Dr",,,Salesforce
242883,,Bill Anthony Jr.,Sales Exec,"AQS Services, Inc.",aqssales@comcast.net,,Manual List Upload
10986084,Inactive Investor,David Grossman,,Deutsche Bank Securities Inc.,,,Salesforce
11022665,Inactive Investor,Sneha Mishra,,J.P. Morgan Securities LLC Saint Paul MN 8362 Tamarack Vlg,sneha.mishra@jpmorgan.com,,Salesforce
9560444,,Andreas Taprantzis,,,avtaprantzis@gmail.com,,List import
11108850,Inactive Investor,Robert Radoccia,Chief Compliance Officer;Managing Member;Managing Partner;President,"The Capital Group Fiduciary Advisors, LLC Cranston RI 1220 Pontiac Ave",rob@capitalgroupfa.com,,Salesforce
10940975,Inactive Investor,Meredith Lyon,,United Planners' Financial Services of America A Limited Partner Rockland ME 91 Camden St,malyon@unitedplanners.com,,Salesforce
2789,,xihe li,,[[Unknown]],lixihe6@gmail.com,,Organic Search
9545941,,CRISTINA SANCHO,,,csanchocastro@gmail.com,,List import
336024,,John Mathew,Manager,Mainsail Partners,john@mainsailpartners.com,512-772-2260,Manual List Upload
11028836,Inactive Investor,Jacob Harris,Financial Advisor,LPL Financial LLC Raleigh NC 8309 Six Forks Rd,jake.harris@lpl.com,,Salesforce
11102996,Inactive Investor,Lesia McKenzie,Financial Advisor,Edward Jones Wendell NC 22 N Main St,lesia.mckenzie@edwardjones.com,,Salesforce
11083857,Inactive Investor,Alexander Chigas,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,alexander.chigas@fmr.com,,Salesforce
9618488,,Kenneth Tananbaum,,,ktananbaum@norcapfunds.com,,List import
9609684,,Queenie Wong,,,queeniewong.001@gmail.com,,List import
10617203,,Devon Mulligan,,,devon.mulligan@edwardjones.com,,List Import
9572415,,Nishanth Selvakumar Muthukrishnan,,,nishanthselvakumar27@gmail.com,,List import
10936344,Inactive Investor,Joseph Passaro,,"RBC Capital Markets, LLC",,,Salesforce
10780270,Inactive Investor,Benjamin Sweeney,Financial Advisor;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,ben.sweeney@morganstanley.com,,Salesforce
10830652,Inactive Investor,Joan Jones-White,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,joan.joneswhite@primerica.com,,Salesforce
11156475,Inactive Investor,Pamela Sussin,,"Northwestern Mutual Investment Services, LLC Alpharetta GA 3440 Preston Ridge Rd",,,Salesforce
10919739,Inactive Investor,Jeffrey Mcclarren,Financial Advisor;Founder,McClarren Financial Advisors,jeff@mcclarren.com,,Salesforce
7026146,,Tabssum khurshid Khurshid,,,tabssumawan99@gmail.com,,Web Form Fillout
11178825,Inactive Investor,William Adams,Financial Advisor,Edward Jones Many LA 960 San Antonio Ave,hall.adams@edwardjones.com,,Salesforce
11189234,Inactive Investor,Garrett Southern,Paraplanner,"Ameriprise Financial Services, LLC Columbia MD 10025 Governor Warfield Pkwy",garrett.southern@ampf.com,,Salesforce
10934741,Inactive Investor,Pamela Destefano,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,pdestefano@eaglestrategies.com,,Salesforce
11178564,Inactive Investor,Daniel Holquist,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10613328,,Morris Betesh,"Financial Advisor, Senior Vice President",,morris.betesh@ubs.com,,List Import
9548925,,Nathan Keen,,,lackthereofnak@gmail.com,,List import
11004037,Inactive Investor,Krisi Bejko,,J.P. Morgan Securities LLC Brooklyn NY 1101 Avenue J,krisi.bejko@jpmorgan.com,,Salesforce
10616854,,Sean Claiborne,,,sclaiborne@wintrustwealth.com,,List Import
9556062,,Bipin Patel,,,bipin_p@email.com,,List import
9645292,,juan manuel caceres,,,jmcaceres@estudiovazquezyasociados.com,,List import
9579518,,amrinder singh,,,amrinder707@gmail.com,,List import
10991165,Inactive Investor,Michael Cowles,Wealth Advisor,SFMG Wealth Advisors,michael@sfmg.com,,Salesforce
10657947,,Steven Taub,,,smtaub@ft.newyorklife.com,,List Import
9604219,,Norman Giroux,,,bekam07@aol.com,,List import
9621626,,Sabiu Adam,,,adamsabiu620@gmail.com,,List import
11005871,Inactive Investor,Andrew Struck,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,astruck@primerica.com,,Salesforce
10645428,,Philip Foxworthy,,,philip.foxworthy@wellsfargo.com,,List Import
10913390,Inactive Investor,Jesse Webb,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",jesse.webb@ampf.com,,Salesforce
10914945,Inactive Investor,Victoria Obermiller,Client Relationship Specialist;Investment Consultant,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",victoria.obermiller@schwab.com,,Salesforce
11166334,Inactive Investor,Nicholous Champion,,"Allstate Financial Services, LLC Geneva IL 1033 E State St",nicholouschampion@allstate.com,,Salesforce
109200,,Eric Kent,,Walmart,eric.kent75@yahoo.com,618-660-9412,Organic Search
10965865,Inactive Investor,Ruslan Domrachev,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10935190,Inactive Investor,Stephen Lierman,,LPL Financial LLC Hawthorne NY 7 Skyline Dr,stephen.lierman@lpl.com,,Salesforce
11189512,Inactive Investor,Maurice Ferre,,"Ceros Financial Services, Inc. Key Biscayne FL 521 S Mashta Dr",mferre@cerosfs.com,,Salesforce
70126,,Donald Kendrick,"Chairman, Chief Executive Officer, Regulatory Contact","SteelOaks Investment Advisers, Inc.",dkendrick@steeloaks.com,304-723-6700,
10955817,Inactive Investor,Gregory Mcgunigle,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10761640,Inactive Investor,William Hiltz,,Evercore Group L.L.C.,hiltz@evercore.com,,Salesforce
9567041,,Kimberly Brumbaugh,,,kbrumbaugh@brumbaughwealth.com,,List import
10615992,,Robert French,,,robert.french@lpl.com,,List Import
11095564,Inactive Investor,Kyle Haskins,,"MML Investors Services, LLC Dubois PA 150 W Dubois Ave",khaskins@financialguide.com,,Salesforce
10932069,Inactive Investor,Michael Jones,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 235 S 1300 E",,,Salesforce
10822360,Inactive Investor,Michael Brennan,Financial Advisor;Senior Financial Advisor;Vice President,Morgan Stanley Westlake OH 159 Crocker Park Blvd,michael.r.brennan@morganstanley.com,,Salesforce
229377,, -,,[[Unknown]],eserjaxs49@gmail.com,,
11055969,Inactive Investor,Stephen Esch,Co-Chief Investment Officer;Owner;Wealth Advisor,"Avior Wealth Management, LLC",steve.esch@aviorwealth.com,,Salesforce
10925470,Inactive Investor,Lynn Evans,Financial Advisor,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",lynn.evansrippy@raymondjames.com,,Salesforce
10807673,Inactive Investor,Susan Fast,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",susan.fast@ml.com,,Salesforce
11130294,Inactive Investor,Brent Carlson,Financial Advisor;Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,brent.a.carlson@morganstanley.com,,Salesforce
11123112,Inactive Investor,Laura Sullivan,Private Banker;Vice President,"BOK Financial Securities, Inc. Dallas TX 5956 Sherry Ln",,,Salesforce
11164192,Inactive Investor,Patrick McNamara,Financial Advisor,LPL Financial LLC Homer Glen IL Private Residence,,,Salesforce
241713,,robert bill,,[Unknown],vinfinanv@outlook.com,,source
10885517,Inactive Investor,Gregory Lauck,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,greg.lauck.sxcq@statefarm.com,,Salesforce
10757694,Inactive Investor,Christopher Odriscoll,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kelly.odriscoll@fmr.com,,Salesforce
11238352,Inactive Investor,Jon Chambers,,"Sageview Advisory Group, LLC",jchambers@sageviewadvisory.com,,Salesforce
10902521,Inactive Investor,Michael Conk,Regional Managing Director,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",conk.mike@principal.com,,Salesforce
10890436,Inactive Investor,Scott Willenbrock,Owner,Willenbrock Financial Planning Champaign IL 1017 W White St,,,Salesforce
10889100,Inactive Investor,Scott Painter,Chief Executive Officer;Financial Advisor;President,"Lindus Advisors, Inc.",scott@lindusadvisors.com,,Salesforce
10887838,Inactive Investor,Ruben Rozental,Investment Advisor Representative,PGI Wealth Management Miami FL 350 Sevilla Ave,r.rozental@pgiwm.com,,Salesforce
10961776,Inactive Investor,Rene Quinones,,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",rene.quinones@raymondjames.com,,Salesforce
11179277,Inactive Investor,Elizabeth Newman,Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",elizabeth.newman@valic.com,,Salesforce
224135,,Matthew Blanchard,,[Unknown],mblanch94@gmail.com,,Direct
9552975,,obiwan kenobit,,,obiwankenobit@icloud.com,,List import
10817670,Inactive Investor,Jeff Neely,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,jeff.neely@opco.com,,Salesforce
9611768,,Cary Parker,,,cary.parker@nuveen.com,,List import
10618225,,Daniel Donahue,,,daniel.donahue@wellsfargoadvisors.com,,List Import
10966257,Inactive Investor,Phillip Sexton,Financial Advisor,Edward Jones Versailles KY 230 Frankfort St,,,Salesforce
11186281,Inactive Investor,Mark Smith,,PFS Investments Inc. La Crosse WI 601 7th St N,markasmith@primerica.com,,Salesforce
11260944,Inactive Investor,Geovanni Bennett,Financial Professional,Park Avenue Securities LLC Brooklyn NY 626 Sheepshead Bay Rd,geovanni_bennett@glic.com,,Salesforce
10823666,Inactive Investor,Anthony Christon-Quao,Director - Alternative Investments;Vice President,Morgan Stanley San Francisco CA 555 California St,anthony.christon-quao@morganstanley.com,,Salesforce
10878123,Inactive Investor,Kailie Abascal,Co-Owner;Co-President;Financial Planner,Middleton & Company,kailie@middletonand.co,,Salesforce
11079353,Inactive Investor,Adrian Hedwig,Financial Advisor,"CUSO Financial Services, L.P. Seattle WA 1320 Madison St",,,Salesforce
10895348,Inactive Investor,Brent Foulks,,Fidelity Brokerage Services LLC,,,Salesforce
10894830,Inactive Investor,Ray Johnson,Financial Advisor,Edward Jones Draper UT 12198 S State St,ray.johnson@edwardjones.com,,Salesforce
10489211,,Janette Neal,Financial Consultant,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",janette.neal@wellsfargoadvisors.com,214-436-4812,List Import
9581171,,Paul Carrozzo,,,pcarrozzo@gmail.com,,List import
9555530,,Christopher Chryssovergis,,,christopher.chryssovergis@ge.com,,
11005136,Inactive Investor,Brandon Smith,Associate Advisor,Patriot Investment Management Group Inc,bsmith@patriotinvestment.com,,Salesforce
10991950,Inactive Investor,Jaime Perez,,PlanMember Securities Corporation Rancho Mirage CA 35900 Bob Hope Dr,,,Salesforce
11078670,Inactive Investor,Joshua Del Valle,,J.P. Morgan Securities LLC Pasadena CA 576 S Fair Oaks Ave,joshua.delvalle@chase.com,,Salesforce
10872225,Inactive Investor,Jennifer Reed,Financial Services Manager,LPL Financial LLC Richland NY Private Residence,jennifer.reed@lpl.com,,Salesforce
9626656,,stephen reed,,,sbreed2008@yahoo.com,,List import
10766207,Inactive Investor,Michael Vasta,Family Wealth Director;Insurance Planning Director;Lending Specialist;Portfolio Management Director;Private Wealth Advisor;Senio,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,michael.vasta@morganstanley.com,,Salesforce
11068460,Inactive Investor,Julio Campos De Los Santos,,"MML Investors Services, LLC San Antonio TX 8000 IH 10 W",,,Salesforce
10647942,,Eric Wolf,,,ewolf@liftoutcapital.com,,List Import
341441,,Jonathan Groom,"Chief Operating Officer & Compliance Officer, Member",Sand Grove Capital Management Llp,jonathan@sandgrovecapital.com,442-037-708610,Manual List Upload
11028567,Inactive Investor,Jarrod Sandra,Chief Compliance Officer;Financial Planner;Owner,Chisholm Wealth Management,,,Salesforce
10845396,Inactive Investor,Richard Harlow,Portfolio Manager;Vice President;Wealth Advisor,Old Port Advisors,rharlow@oldportadvisors.com,,Salesforce
11094596,Inactive Investor,Matthew Hill,,Stonex Securities Inc.,mrhill@saswealth.com,,Salesforce
10915013,Inactive Investor,James Watt,,"Raymond James Financial Services, Inc. Pompano Beach FL 12120 Porto Way",james.watt@raymondjames.com,,Salesforce
4524140,,[Unknown],,,michael.konzen@creativeplanning.com,,Web Form Fillout
11058805,Inactive Investor,Carrie Cummings,,"VALIC Financial Advisors, Inc. Columbus OH 8050 N High St",carrie.cummings@valic.com,,Salesforce
11176623,Inactive Investor,Stephanie Sayres,Principal,"Portfolio Audit, LLC",,,Salesforce
10922235,Inactive Investor,Marvin Gerdes,,Country Capital Management Company New Baden IL 425 W Hanover St,marvin.gerdes@countryfinancial.com,,Salesforce
9628233,,Andrew Jones,,,aijones6@gmail.com,,List import
11254244,Inactive Investor,Bruce Mears,,Vanguard Marketing Corporation,bruce_mears@vanguard.com,,Salesforce
9644398,,Ryan Pine,,,ryan.pine@geneseeadvisors.com,,List import
9576766,,Eugene Casaleggio,,,ecasaleggio@sagepointadvisor.com,,List import
9572535,,Ian Dawley,,,ian.dawley@surveyor-capital.com,,List import
9558418,,Deborah Jessee,,,deborah.jessee@berthelrep.com,,List import
10792238,Inactive Investor,Terri Goleno,,"Avantax Investment Services, Inc. Lakeland FL 726 S Missouri Ave",,,Salesforce
11104998,Inactive Investor,Gene Silverman,Executive Director;Head - Corporate Retirement Plans,UBS Financial Services Inc.,gene.silverman@ubs.com,,Salesforce
10994230,Inactive Investor,Keith Pinkard,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,keith.pinkard@primerica.com,,Salesforce
348103,,Hassan Elmasry,Partner,Independent Franchise Partners Llp,hassan.elmasry@franchisepartners.com, -4959233,Manual List Upload
11160946,Inactive Investor,Vertti Iso-Ahola,Financial Advisor,Commonwealth Financial Network Columbia MD 10500 Little Patuxent Pkwy,viso-ahola@commonwealth.com,,Salesforce
10878732,Inactive Investor,Brian Busch,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11004156,Inactive Investor,Mercedes Hernandez Ciprian,,PFS Investments Inc. Charlotte NC 1819 Charlotte Dr,mhernandez-ciprian@primerica.com,,Salesforce
10801992,Inactive Investor,Paul Roy,Financial Advisor;Managing Director,&Partners Melrose MA Private Residence,paul.roy@wellsfargoadvisors.com,,Salesforce
10782862,Inactive Investor,Glen Seidner,,"Equitable Advisors, LLC Greenlawn NY Private Residence",glen.seidner@equitable.com,,Salesforce
11121932,Inactive Investor,David Hilbig,Financial Advisor,LPL Financial LLC Spring TX Private Residence,david.hilbig@lpl.com,,Salesforce
10783559,Inactive Investor,Robert Muzikowski,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",r.muzikowski@nm.com,,Salesforce
346778,,Aaron Silbar,Associate,"Monomoy Capital Management, L.p.",asilbar@mcpfunds.com,212-225-9370,Manual List Upload
10886246,Inactive Investor,Jinjin Zhang,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jinjin.zhang@jpmorgan.com,,Salesforce
23715,,Jeffrey Burgis,Partner,"Adams Street Partners, LLC",jburgis@adamsstreetpartners.com,1-312-553-7890,Database Upload
11012298,Inactive Investor,Charles White,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,charles.white@primerica.com,,Salesforce
10815575,Inactive Investor,Daniel Rench,Private Wealth Advisor,"Ameriprise Financial Services, LLC Troy OH 20 South Ln",daniel.j.rench@ampf.com,,Salesforce
9574252,,Keegan Holmes,,,keegan.holmes@outlook.com,,List import
348556,,Todd Pack,,"J. W. Cole Advisors, Inc.",todd.pack@jw-cole.com,239-333-0490,
11155248,Inactive Investor,Mark Ketner,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",mketner@phoenixinc.com,,Salesforce
9550190,,Brian Hutchings,,,brian.hutchings@fmr.com,,List import
10852518,Inactive Investor,Koren Picariello,,Morgan Stanley,koren.picariello@morganstanley.com,,Salesforce
9545971,,Sable Pitts,,,fernettapitts@gmail.com,,List import
342100,,Justin Anderson,,,janderson@cambridgeadvisors.net,,
10773209,Inactive Investor,Steven Strzelecki,Director - Alternative Investments;Director - Corporate Client Group;Financial Advisor;Financial Wellness Director;Managing Dire,Morgan Stanley Garden City NY 1200 Franklin Ave,steven.strzelecki@morganstanley.com,,Salesforce
11220155,,David Eddy,,,deddy@ayco.com,,Other
10753295,Inactive Investor,Cherie Wright,Senior Financial Associate,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",cherie.wright@rbc.com,,Salesforce
10795767,Inactive Investor,Russell Goodman,Associate Financial Advisor,"Ameriprise Financial Services, LLC Wilkes Barre PA 100 N Wilkes Barre Blvd",russell.l.goodman@ampf.com,,Salesforce
9602972,,Ryon O'Brien,,,onry491@outlook.com,,List import
11007349,Inactive Investor,Brooke Brommenschenkel,Financial Planning Assistant,"Ameriprise Financial Services, LLC Las Vegas NV 9121 W Russell Rd",brooke.brommenschenkel@ampf.com,,Salesforce
9613578,,Karel Marik,,,karel83marik@gmail.com,,List import
11015029,Inactive Investor,Stephen Leavey,,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",james.leavey@prudential.com,,Salesforce
10804910,Inactive Investor,Kevin Radecki,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.radecki@fidelity.com,,Salesforce
10915838,Inactive Investor,Troy Bennett,,"Independent Financial Group, LLC Temple TX Private Residence",tbennett@ifgrr.com,,Salesforce
11093939,Inactive Investor,Laura Faul,Financial Advisor;Investment Advisor;Senior Vice President,Folger Nolan Fleming Douglas Incorporated,lfaul@fnfd.com,,Salesforce
4994899,,Harry Hunt,,,harryehunt@gmail.com,,Web Form Fillout
10809218,Inactive Investor,Kristina Charles,,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,,,Salesforce
10876021,Inactive Investor,Marcus Vinicius Magalhaes Da Silva,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,marcus-vinicius.magalhaes-da-silva@jpmorgan.com,,Salesforce
10883015,Inactive Investor,David Coleman,Financial Advisor,Edward Jones Lebanon VA 88 Pioneer Dr,,,Salesforce
10614282,,Evan Tepper,"Financial Advisor, Financial Representative",,evan_tepper@glic.com,,List Import
9600046,,Gary Perkins,,,garyperkins@rogers.com,,List import
9593456,,Shelley Simms,,,ssimms@fisgroup.com,,List import
11200234,Inactive Investor,Logan Priebe,Financial Professional,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",logan.priebe@equitable.com,,Salesforce
10795779,Inactive Investor,Kristen Breault,Chief Compliance Officer;Partner,"Circle Wealth Management, LLC",kbreault@circlewm.com,,Salesforce
11143255,Inactive Investor,Eric Runyon,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",eric.runyon@prudential.com,,Salesforce
10854724,Inactive Investor,Daniel Cotter,Financial Consultant,"Equitable Advisors, LLC Broadview Heights OH 40 Eagle Valley Ct",daniel.cotter@equitable.com,,Salesforce
9621621,,Stan Bulanov,,,vonalubs@gmail.com,,List import
43832,,Laura Sivalia,Investment Advisor Representative,GWN Securities Inc.,lsivalia@gwnsecurities.com,772-467-9990,
9631921,,MICHAEL KAPILKOV,,,mkapilkov@gmail.com,,List import
80235,,Yuan wang,,personal,michaelw0716@yahoo.com,19089478615,
11019884,Inactive Investor,Amanda Sullivan,Financial Planner,"Quantum Financial Planning Services, Inc.",amanda@quantumplanning.com,,Salesforce
11035208,Inactive Investor,Victor Ranilla,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,victor_ranilla@vanguard.com,,Salesforce
10995900,Inactive Investor,Kelly Eng,Financial Advisor;Wealth Management Advisor,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,,,Salesforce
10862640,Inactive Investor,James Skinner,,PFS Investments Inc. Clinton MD 8804 Woodyard Rd,james.skinner@primerica.com,,Salesforce
11062070,Inactive Investor,Gerald Nearier,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hamden CT 2321 Whitney Ave",gerald.nearier@stifel.com,,Salesforce
10762860,Inactive Investor,John Oberpeul,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,john.oberpeul@ubs.com,,Salesforce
11070330,Inactive Investor,Philip Naas,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",lee.naas@wellsfargoadvisors.com,,Salesforce
10855620,Inactive Investor,Anthony Reed,Chief Compliance Officer;President;Trustee,Millennium Investment Services,tony@minvs.com,,Salesforce
11137537,Inactive Investor,Prem Suhalka,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,pksuhalka@ft.newyorklife.com,,Salesforce
9542443,,Pedro Suarez,,,pedros@especulador.com,,List import
9127701,,Malia Tomozawa,,,malia.tomozawa@gs.com,,List Import
11020968,Inactive Investor,Gustavo Nunez,,J.P. Morgan Securities LLC Los Angeles CA 12335 Venice Blvd,gustavo.nunez@jpmorgan.com,,Salesforce
10932016,Inactive Investor,Ryan Nelson,,"Raymond James Financial Services, Inc. Plainville MA 30 Man Mar Dr",,,Salesforce
11027813,Inactive Investor,Randall Ondrusek,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",randall.ondrusek@nm.com,,Salesforce
10753687,Inactive Investor,Gary Harmelink,,Cetera Investment Services LLC Sioux Falls SD 500 S Minnesota Ave,gary.harmelink@ceterais.com,,Salesforce
10990310,Inactive Investor,Connor Knapp,,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",,,Salesforce
80275,,Michael Johnson,Chief Compliance Officer And Managing Member,"Flagstone Financial Management, Llc",michael.johnson@flagstonefm.com,402-413-0440,Manual List Upload
10949780,Inactive Investor,Benjamin Santos,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,benjamin.santos@primerica.com,,Salesforce
9615025,,Michael Hurlstone,,,info@circledigital.ky,,List import
10953939,Inactive Investor,Liam Roddy,,Morgan Stanley Roseville CA 1478 Stone Point Dr,,,Salesforce
11166765,Inactive Investor,Janet Moeller,Sales Associate,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",,,Salesforce
11053167,Inactive Investor,Kristen Mayer,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor;Managing Member,KMI Wealth Advisors,kristen@kmiwealth.net,,Salesforce
10980644,Inactive Investor,Nicole Nelson,,PFS Investments Inc.,nnelson@primerica.com,,Salesforce
10586162,,Dominic Owen,,,dwowen20@gmail.com,9179751866,Web Form Fillout
224195,,James Joseph,,[Unknown],zcashvr@gmail.com,,
10991411,Inactive Investor,Nadirah Nesfield,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",nadirah.nesfield@nm.com,,Salesforce
346293,,Jd Smith,"Senior Vice President, Managing Director, Employer Retirement Plans, Strategic Initiatives","Girard Advisory Services, Llc",smithj@meetgirard.com,610-337-7640,Manual List Upload
10953053,Inactive Investor,Jillian Mueller,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jillian.mueller@jpmorgan.com,,Salesforce
9618814,,Brett Pickett,,,brettpickett@gmail.com,,List import
11233498,Inactive Investor,Stasie Jones,Associate Banker,"Pruco Securities, LLC. Syracuse NY 500 Plum St",,,Salesforce
11221737,,Bruce Lewis,,,bruce.lewis@biglaricapital.com,,List Import
10644515,,Adam Klauber,,,aklauber@williamblair.com,,List Import
11029111,Inactive Investor,Bradley Underwood,,"World Equity Group, Inc. Scottsdale AZ 7702 E Doubletree Ranch Rd",,,Salesforce
10781644,Inactive Investor,Sarah Van Dyke,,The Huntington Investment Company Holland MI 3413 W Shore Dr,sarah.vandyke@huntington.com,,Salesforce
10752668,Inactive Investor,Frank Painter,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",fapainter@firstcommand.com,,Salesforce
10788804,Inactive Investor,Michael Leonard,,"Osaic FA, Inc. Lutherville Timonium MD 1447 York Rd",michael.leonard@lfg.com,,Salesforce
10938813,Inactive Investor,Les Carrington,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11061442,Inactive Investor,Daniel O'Mealey,Chief Compliance Officer;Director - Financial Services,"DB & C Advisors, LLC",,,Salesforce
10932547,Inactive Investor,Steven Kurzweil,Investment Advisor Representative;Vice President,"Chapin, Davis York PA Private Residence",skurzweil@chapindavis.com,,Salesforce
10909520,Inactive Investor,Charles Kares,Investment Advisor;President;Retirement Plan Specialist,"C.T. Kares Advisory Group, Inc.",ctkares@ctkaresadvisory.com,,Salesforce
11138389,Inactive Investor,Brian James,,"Truist Investment Services, Inc. Roanoke TX 1301 Solana Blvd",brian.james@truist.com,,Salesforce
10985660,Inactive Investor,Ronald Kempf,,"FBL Marketing Services, LLC Evansville IN 100 N Saint Joseph Ave",ronald.kempf@fblfinancial.com,,Salesforce
10881812,Inactive Investor,Richard Kurowski,,LPL Financial LLC Saint Louis MO 12935 N 40 Dr,richard.kurowski@lpl.com,,Salesforce
11018088,Inactive Investor,Latoya Yacoubou,,LPL Financial LLC Ardsley NY 729 Saw Mill River Rd,latoya.yacoubou@lpl.com,,Salesforce
11193127,Inactive Investor,Hetalben Desai,,J.P. Morgan Securities LLC Avenel NJ 1342 Saint Georges Ave,hetal.x.desai@chase.com,,Salesforce
102107,,Brandon Christy,President,"Christy Capital Management, Inc.",brandon@christycapital.com,478-314-2160,Manual List Upload
11193210,Inactive Investor,Julia Burke,,Fidelity Brokerage Services LLC,,,Salesforce
237786,, -,,[[Unknown]],khgan8809@gmail.com,,Paid Social
9645939,,Jenna Wright,,,jenna_read@hotmail.co.uk,,List import
11163375,Inactive Investor,Justin Bradford,,Key Investment Services LLC,justin.bradford@key.com,,Salesforce
10914442,Inactive Investor,Jerry Hill,,NYLIFE Securities LLC Tulsa OK 2431 E 61st St,jnhill@ft.newyorklife.com,,Salesforce
11209464,Inactive Investor,Connor Smith,Financial Advisor;Senior Wealth Advisor,"Juncture Wealth Strategies, LLC",csmith@juncturewealth.com,,Salesforce
10871476,Inactive Investor,Ross Kelly,Investment Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11261291,Inactive Investor,Timothy Miller,,ORG Partners Sewickley PA Private Residence,,,Salesforce
9603809,,JESSIE WILLIAMSON,,,jwilliamson@bankprov.com,,List import
9569707,,David Carrow,,,dcarrow@financialguide.com,,List import
9558715,,Donald Gibson,,,gibs6243@gmail.com,,List import
10924886,Inactive Investor,Ronald Cobb,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,rcobb@primerica.com,,Salesforce
11102226,Inactive Investor,Katlin McColl,,"Osaic Wealth, Inc. Jersey City NJ 10 Exchange Pl",,,Salesforce
9575645,,Olivia Douglas,,,olivia.douglas@gs.com,,List import
1001229,Inactive Investor,Anthony Gulemmo,,Stockcross Financial Services,anthony.gulemmo@stockcross.com,,3rd Party Lead Gen
11038801,Inactive Investor,Michael McGee,,"Realta Equities, Inc. Joplin MO 1027 S Main St",mmcgee@realtawealth.com,,Salesforce
10790705,Inactive Investor,James Fay,Agent;President,"MML Investors Services, LLC Brooklyn NY 9920 4th Ave",jfay@financialguide.com,,Salesforce
11146031,Inactive Investor,Ryan Callaham,Financial Advisor,"Wells Fargo Clearing Services, LLC Taylors SC 6011 Wade Hampton Blvd",ryan.b.callaham@wellsfargo.com,,Salesforce
10934703,Inactive Investor,Lorenza Pierre-Boucicaut,,J.P. Morgan Securities LLC Palm Beach Gardens FL 4470 Northlake Blvd,lorenza.pierre@chase.com,,Salesforce
10990594,Inactive Investor,Fatima Iqbal,,J.P. Morgan Securities LLC East Brunswick NJ 377 Summerhill Rd,,,Salesforce
10992522,Inactive Investor,Allison Dyer,,PFS Investments Inc. Chantilly VA 14120 Newbrook Dr,adyer@primerica.com,,Salesforce
236489,, -,,[[Unknown]],seando@hawaii.edu,,Organic Search
11072129,Inactive Investor,Steven Flacco,Financial Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,steven.flacco@morganstanley.com,,Salesforce
9593479,,Jamie Vrijhof-droese,,,jamie.vrijhof-droese@whvp.ch,,List import
11197079,Inactive Investor,Rachel Robasciotti,Chief Executive Officer;Founder;President;Principal;Regulatory Contact,Adasina Social Capital San Francisco CA 870 Market St,rachel@adasina.com,,Salesforce
10984119,Inactive Investor,Xavier Ninde,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",xavier.ninde@nm.com,,Salesforce
9590946,,Marc Hertzberg,,,mhertzberg@wagnercapital.net,,List import
11178826,Inactive Investor,Nicole Randall,,Edward Jones Glenwood Springs CO 2700 Gilstrap Ct,nicole.randall@edwardjones.com,,Salesforce
10934278,Inactive Investor,Jerry Ellett,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,jay.ellett.dr1v@statefarm.com,,Salesforce
11121743,Inactive Investor,Zachary Cosgrove,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
5094833,,Elizabeth Lee,,,ekleeomd@gmail.com,,Web Form Fillout
11185477,Inactive Investor,Julio Castillo,Premier Banker,"Wells Fargo Clearing Services, LLC Stillwater MN 2000 Northwestern Ave S",,,Salesforce
10766301,Inactive Investor,Precious Harper,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",precious.harper@ml.com,,Salesforce
4277736,,Chaderick Gainey,,,simplysouthern832@gmail.com,,Web Form Fillout
10817567,Inactive Investor,Robert O'Hara,,"Sanctuary Securities, Inc. Moorestown NJ 224 Strawbridge Dr",ro-hara@sanctuarywealth.com,,Salesforce
9599609,,Gail Waldman,,,gail@waldmanadvisers.com,,List import
10839890,Inactive Investor,Martin Flores,Financial Planner,LPL Financial LLC Seal Beach CA 13001 Seal Beach Blvd,martin.flores@lpl.com,,Salesforce
11015360,Inactive Investor,Chelsea Miller,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,chelsea.miller@lpl.com,,Salesforce
10927216,Inactive Investor,Riley Belleau,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9550812,,Andrew Temple,,,andrew.temple@fmr.com,,List import
11231849,Inactive Investor,Ryan Hanaway,,Fidelity Brokerage Services LLC,,,Salesforce
10489574,,Selina Chan,,Fisher Investments,selina521@yahoo.com,,List Import
10584719,,James Cooper,,,canadastar72@gmail.com,,Web Form Fillout
11059213,Inactive Investor,Daryl Evavold,,"Cambridge Investment Research, Inc. East Grand Forks MN 216 4th St NW",daryl.evavold@cambridgesecure.com,,Salesforce
9581630,,Kevin Hansen,,,kevin.hansen@kmsfinancial.com,,List import
10803643,Inactive Investor,William Bottomley,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",william_bottomleyjr@ml.com,,Salesforce
10952095,Inactive Investor,Yosan Siele,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",yosan.siele@ml.com,,Salesforce
7697478,,Johnny Copelin,,,moneyswaggflydurk@gmail.com,,Web Form Fillout
10967436,Inactive Investor,Peter Collins,,"MML Investors Services, LLC Charleston SC 2265 Clements Ferry Rd",petercollins@financialguide.com,,Salesforce
11007965,Inactive Investor,Joseph Pena,Senior Vice President,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,joseph.s.pena@morganstanleypwm.com,,Salesforce
11155580,Inactive Investor,Ray Lewis,,Kovack Securities Inc. Augusta GA 6 George C Wilson Ct,ray@kovacksecurities.com,,Salesforce
1003400,Inactive Investor,Spencer Tingley,,Tata Consultancy Services,smtingley1@gmail.com,,3rd Party Lead Gen
11297868,Inactive Investor,William De La Cruz,Chief Executive Officer,DLC Wealth Management,will_delacruz1@yahoo.com,678-571-1547,Salesforce
11220709,,Christopher Hicks,,,christopherhicks@thehgroup.com,,Other
11193262,Inactive Investor,Dekeila Farrell,,PFS Investments Inc. South Holland IL 900 E 162nd St,dekeila.farrell@primerica.com,,Salesforce
11197446,Inactive Investor,Sunnie Lee,Advisor,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",sunnielee@financialguide.com,,Salesforce
10993393,Inactive Investor,Christina Bailey,,J.P. Morgan Securities LLC North Las Vegas NV 6895 Aliante Pkwy,tina.bailey@chase.com,,Salesforce
11160685,Inactive Investor,Jelveh Pedraza,Financial Advisor,CAVU Wealth Management San Diego CA 16516 Bernardo Center Dr,jpedraza@cavuwm.com,,Salesforce
10996612,Inactive Investor,Lama Saleh,,"U.S. Bancorp Investments, Inc. Mission KS 8600 Shawnee Mission Pkwy",,,Salesforce
11150983,Inactive Investor,Jessica Kendall,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",jessica.kendall@nm.com,,Salesforce
11088398,Inactive Investor,Anthony Penman,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,ampenman@ft.newyorklife.com,,Salesforce
3808197,,Sway X,,,youyouebvi@gmail.com,,Web Form Fillout
10996232,Inactive Investor,Yesenia Ledezma,,J.P. Morgan Securities LLC Park City UT 6250 Sagewood Dr,yesenia.ledezma@jpmorgan.com,,Salesforce
11161970,Inactive Investor,Tony Nguy,,"Truist Investment Services, Inc. Chevy Chase MD 8551 Connecticut Ave",tony.nguy@truist.com,,Salesforce
10934387,Inactive Investor,Don Mortimer,,PFS Investments Inc. American Fork UT 486 W 50 N,don.mortimer@primerica.com,,Salesforce
11048981,Inactive Investor,Benjamin Mumasi,,Jefferies LLC,bmumasi@jefferies.com,,Salesforce
11204603,Inactive Investor,Ainsley Krekorian,,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",ainsley.krekorian@nm.com,,Salesforce
11238912,Inactive Investor,Jordan Rice,,EdgeRock Wealth Management,jordan@edgerockwealth.com,,Salesforce
232871,,Ehimen -,,Ehimen [[Unknown]],ehisanu6@gmail.com,,Direct
11006725,Inactive Investor,Latoya Barnett,,PFS Investments Inc. Port Saint Lucie FL 7410 S US Hwy 1,lbarnett@primerica.com,,Salesforce
10937025,Inactive Investor,Brian Berenz,Chief Compliance Officer;Founder;Managing Member,"Berenz Wealth Management, LLC",brian.berenz@berenzwealthmanagement.com,,Salesforce
11165543,Inactive Investor,Benjamin Miller,Vice President,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",,,Salesforce
10968430,Inactive Investor,Leroy Pinckney,,Park Avenue Securities LLC Greenville SC 233 N Main St,,,Salesforce
201884,,Cassidy Tepper,,Ameriprise Financial,cassidy.tepper@ampf.com,,source
9589157,,Thomas Buckley,,,thomas.buckley@sunbeltsecurities.com,,List import
9614163,,Minh Ngo,,,ngmhanh@yahoo.com,,List import
10974962,Inactive Investor,Candace McCormack,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 1300 Hercules Ave",candace.mccormack@ampf.com,,Salesforce
11193183,Inactive Investor,Farrell Scott,Financial Advisor,Edward Jones Maryville TN 327 W Broadway Ave,,,Salesforce
5400914,,Robert Eason,,,rfeason@gmail.com,,Web Form Fillout
11174271,Inactive Investor,Joshua Dean,,J.P. Morgan Securities LLC Ann Arbor MI 105 Briarwood Cir,joshua.dean@jpmorgan.com,,Salesforce
10788833,Inactive Investor,Paul Brown,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,p.brown@morganstanley.com,,Salesforce
11119223,Inactive Investor,Chance Miller,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11193736,Inactive Investor,Jodi Lustig,,"Equity Services, Inc. Scottsdale AZ 9375 E Shea Blvd",lustig_jodi@nlvmail.com,,Salesforce
234307,, -,,[[Unknown]],jim.moncure@brightcompass.net,,
10912209,Inactive Investor,Alexander Chambarry,Client Service Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
10898780,Inactive Investor,Christopher Coman,,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 3110 Edwards Mill Rd",christopher.coman@wellsfargoadvisors.com,,Salesforce
11077570,Inactive Investor,Benjamin Covar,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",ben.l.covar@ml.com,,Salesforce
10831282,Inactive Investor,Brian Blackburn,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,brian.blackburn@ubs.com,,Salesforce
11005360,Inactive Investor,Amy Lam,,PFS Investments Inc. New York NY 469 Fashion Ave,amy.lam@primerica.com,,Salesforce
11095457,Inactive Investor,Shane Downey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",shane_downey@ml.com,,Salesforce
10942404,Inactive Investor,Rovin Patel,,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,rovin.patel@jpmorgan.com,,Salesforce
10957172,Inactive Investor,Apexaben Shah,Premier Banker,"Wells Fargo Clearing Services, LLC Madison WI 430 Gammon Pl",apexaben.shah@wellsfargo.com,,Salesforce
11140428,Inactive Investor,John Shibles,Wealth Advisor,Commonwealth Financial Network Sea Girt NJ 2164 Hwy 35,jshibles@commonwealth.com,,Salesforce
11032158,Inactive Investor,Nicole Daniels,,Thrivent Investment Management Inc. Beaver Dam WI 215 Corporate Dr,nicole.daniels@thrivent.com,,Salesforce
10953347,Inactive Investor,Eli Mercado,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Joliet IL 2500 W Jefferson St,eli.mercado@jpmorgan.com,,Salesforce
10758100,Inactive Investor,Ryan Lopez,Registered Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,ryan.lopez@morganstanley.com,,Salesforce
10619767,,Martin Freeland,,,marty.freeland@raymondjames.com,,List Import
10809362,Inactive Investor,Briggs Matsko,Financial Planner,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",briggs.matsko@lfg.com,,Salesforce
9610887,,TEDDY ROSAYA,,,trosaya@gmail.com,,List import
9625430,,Thaddeus Blue,,,tabluerx@hotmail.com,,List import
63477,,Joshua Mansavage,Financial Services Representative,"MML Investors Services, LLC",jmansavage@financialguide.com,815-721-8110,
11200089,Inactive Investor,Bradley Vey,,"Foguth Wealth Management, LLC.",bradley@foguthfinancial.com,,Salesforce
9596550,,Kyle Imhof,,,kyle@clintsmanfinancialplanning.com,,List import
10857362,Inactive Investor,Ronald Goodman,Financial Professional,"MML Investors Services, LLC New York NY 90 Park Ave",rgoodman@massmutual.com,,Salesforce
9629445,,Eric Dozier,,,blackbitcoinmatters@gmail.com,,List import
11163158,Inactive Investor,Charles Ragle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
43725,,Michael Plooy,Financial Consultant,Thrivent Investment Management Inc.,mike.plooy@thrivent.com,715-748-6767,
10944848,Inactive Investor,Dana Lomonaco,,"Charles Schwab & Co., Inc. Wayne PA 555 E Lancaster Ave",,,Salesforce
10887621,Inactive Investor,Brandon Walter,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
9590397,,Bernard Wilmer,,,bwilmer12@gmail.com,,List import
203602,,Julianne Call,"Chief Compliance Officer, Principal","TCP Asset Management, LLC",julie@tcpasset.com,602-494-9883,
11194729,Inactive Investor,Sharon Peters,,"Avantax Investment Services, Inc. Silver Spring MD 8121 Georgia Ave",,,Salesforce
11004952,Inactive Investor,Jane Bales,,"Cambridge Investment Research, Inc. Bloomington IL 2712 McGraw Dr",,,Salesforce
11092046,Inactive Investor,Jason White,,"Kestra Investment Services, LLC",,,Salesforce
10767034,Inactive Investor,James Chadwell,Financial Consultant,"Equitable Advisors, LLC Fairmont WV 1543 Fairmont Ave",james.chadwell@equitable.com,,Salesforce
10985795,Inactive Investor,David Sandvold,Paraplanner,"Osaic Wealth, Inc. Hopkins MN 10900 Wayzata Blvd",,,Salesforce
10968285,Inactive Investor,Jeremy Griesse,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11157809,Inactive Investor,Richard Clifford,,"Osaic Wealth, Inc. Lewiston ID 828 8th Ave",,,Salesforce
10869702,Inactive Investor,Andrew Meinbresse,Regional Vice President,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",andrew.meinbresse@valic.com,,Salesforce
11068487,Inactive Investor,Rebecca Jimenez,,"Wells Fargo Clearing Services, LLC Joplin MO 2819 E 29th St",,,Salesforce
10831356,Inactive Investor,Joseph Munier,Vice President,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",joseph.munier@wellsfargoadvisors.com,,Salesforce
10929657,Inactive Investor,Nancy Peters,,"Ameritas Investment Company, LLC Cincinnati OH 1880 Waycross Rd",npeters@ameritas.com,,Salesforce
10784450,Inactive Investor,John Hanson,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",john.hanson@wellsfargoadvisors.com,,Salesforce
11254947,Inactive Investor,Robert Wycoff,Chief Operating Officer;Investment Advisor;Portfolio Manager,Light Capital Management LLC,rob@lightcapitalmgmt.com,,Salesforce
10722443,,Stephen OConnell,,,oconnell21@gmail.com,,Web Form Fillout
336575,,Joshua Glaser,"Partner, Client Coverage",Glendower Capital,josh.glaser@glendowercapital.com,121-265-38400,Manual List Upload
11113725,Inactive Investor,Krystle Chang,,"Farmers Financial Solutions, LLC San Diego CA 7290 Navajo Rd",kchang@farmersagent.com,,Salesforce
9640667,,Marcus Tyler,,,mtyler_94109@yahoo.com,,List import
10773342,Inactive Investor,Beth Bynum,,PFS Investments Inc. Durham NC 2726 Croasdaile Dr,beth.bynum@primerica.com,,Salesforce
11051406,Inactive Investor,Kimberly Mullin,Administrative Manager;Corporate Secretary;Partner;Treasurer,"Arista Advisory Group, LLC",kim@aristaadv.com,,Salesforce
10917967,Inactive Investor,Christopher Weeks,Wealth Manager,Creative Planning,christopher.weeks@creativeplanning.com,,Salesforce
10619914,,Lisa Fabrizius,,,lfabrizius@bankfinancial.com,,List Import
10954110,Inactive Investor,Nathan Carnes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11178663,Inactive Investor,Deborah Frazier,,"HighTower Securities, LLC New York NY 405 Lexington Ave",dfrazier@hightoweradvisors.com,,Salesforce
11031008,Inactive Investor,Syntra John,,"Transamerica Financial Advisors, Inc Greenbelt MD 7501 Greenway Center Dr",syntra.john@tfaconnect.com,,Salesforce
226874,,matt -,,matt leandor57@hotmail.com,leandor57@hotmail.com,,
51249,,Jason Carrier,Financial Associate,Thrivent Investment Management Inc.,jason.carrier@thrivent.com,813-269-1116,
11165421,Inactive Investor,Mark Thiel,Financial Advisor,LPL Financial LLC Brookfield WI 3470 Gateway Rd,,,Salesforce
10827892,Inactive Investor,Keith Neidig,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,keith.neidig@fidelity.com,,Salesforce
10831042,Inactive Investor,Lois Carrier,Chief Executive Officer;President,WorthWhile Wealth Council,lcarrier@cmwwealth.com,,Salesforce
11208071,Inactive Investor,Michael Pearce,Financial Advisor;Vice President,"City National Securities, Inc. San Francisco CA 150 California St",michael.pearce@cnb.com,,Salesforce
9600091,,Thomas Evans,,,evanstom2773@gmail.com,,List import
11051655,Inactive Investor,Joan Gilles,,AdvisorNet Wealth Partners,jgilles@advisornet.com,,Salesforce
10792791,Inactive Investor,Scott Constable,Assistant Vice President;Financial Advisor,LPL Financial LLC,,,Salesforce
9570625,,Henry Patner,,,hpatner@gmail.com,,List import
1687303,,RAJU RAJU,,[Unknown],ffghhvvvvbhh@gmail.com,,
10774074,Inactive Investor,Guojun Hu,,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",guojun.hu@transamerica.com,,Salesforce
9590008,,John Hronopoulos,,,ioannis.hronopoulos@gmail.com,,List import
9579658,,Mashhood Siddiqi,,,msiddiqi@sagepointadvisor.com,,List import
11098104,Inactive Investor,Mark Pinardi,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",,,Salesforce
10806571,Inactive Investor,Zachary Green,Director - Business Development;Wealth Management Analyst,Morgan Stanley Atlanta GA 5565 Glenridge Connector,,,Salesforce
10921147,Inactive Investor,Suzanne Brown,,"Equitable Advisors, LLC Irvine CA 2050 Main St",suzanne.brown@equitable.com,,Salesforce
10908797,Inactive Investor,Peter Schneider,,Commonwealth Financial Network East Syracuse NY 5760 Commons Park,pschneider@commonwealth.com,,Salesforce
10945642,Inactive Investor,Claresa Tinsley,,LPL Financial LLC Lynchburg VA 410 Bay St,claresa.tinsley@lpl.com,,Salesforce
10936574,Inactive Investor,Yong Joon Cho,,"Wells Fargo Clearing Services, LLC Whittier CA 7202 Greenleaf Ave",yong.cho@wellsfargoadvisors.com,,Salesforce
10848017,Inactive Investor,William Frier,Chief Compliance Officer;Investment Advisor;President,Pathway Advisors Group,dave@friernet.com,,Salesforce
344931,,Ysenia Rhodes,"Director, Client Relations",Sali Fund Services,yrhodes@sali.com,512-735-7254,Manual List Upload
10662048,,Steven Taslitz,,,staslitz@sterlingpartners.com,,List import
11209774,Inactive Investor,Eric Scott,Investment Advisor,"APO Financial Services, LLC Saint George UT 555 S Bluff St",eric@apofinancial.com,,Salesforce
10828337,Inactive Investor,David Sullivan,,Morgan Stanley Alpharetta GA 3 Edison Dr,david.sullivan@morganstanley.com,,Salesforce
10817214,Inactive Investor,Ann Dagg,Member;Wealth Advisor;Wealth Management Advisor,"Cadent Capital Advisors, LLC",ann@cadcapital.com,,Salesforce
9580555,,John Burke,,,burke.john@principal.com,,List import
10761078,Inactive Investor,Timothy Stotz,Financial Advisor;Managing Director;Senior Vice President,Morgan Stanley Colchester VT 105 W View Rd,timothy.stotz@morganstanley.com,,Salesforce
108349,,Bryce Crawford,,Facebook,brycecrawford1@gmail.com,,
177667,,Francesca Luthi,EVP & Chief Communication and Marketing Officer,[Unknown],francesca.luthi@assurant.com, +1 212 859 7197,Database Upload
10836241,Inactive Investor,Michael Jansen,Managing Partner;President,Intune Management Corp. Saint Paul MN 70 17th Ave SW,mjansen@mayhillpartners.com,,Salesforce
10510519,,Keith VanOrden,"Managing Director, Global Wealth Management",TCW,keith.vanorden@tcw.com,,List Import
10972888,Inactive Investor,Kristen Manco,Financial Advisor,Edward Jones Elizabethtown KY 2413 Ring Rd,kbmanco@firstcommand.com,,Salesforce
11136872,Inactive Investor,Malcolm Mayer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,malcolm.mayer@ubs.com,,Salesforce
11111495,Inactive Investor,Sadiki McCalla,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,sadiki.mccalla@jpmorgan.com,,Salesforce
11155886,Inactive Investor,Evelyn Jordan,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Peterborough NH 70 Main St",,,Salesforce
10782193,Inactive Investor,David Odiorne,,"Mason Securities, Inc.",,,Salesforce
11197183,Inactive Investor,Tracey Sieja,,Cetera Financial Specialists LLC Downers Grove IL 1431 Opus Pl,,,Salesforce
9645366,,Ben Robinson,,,benprobinson2012@gmail.com,,List import
238626,,walakiradeogratious@gmail.com Deogratius,,[Unknown],walakiradeogratious@gmail.com,,Direct
374533,,Corbin Blackburn,Wealth Advisor,"Cleveland Wealth, LLC",cjb@clevelandwealth.com,800-453-5414,Salesforce
9602415,,Kevin Bruss,,,kmb@hamiltoncapital.com,,List import
9634606,,Ryan Harding,,,harding@newbury-partners.com,,List import
373403,,Samyar Hadi,,[Unknown],mh5348971@gmail.com,,source
11141602,Inactive Investor,Matthew Dmytryszyn,Chief Investment Officer,"Miracle Mile Advisors, LLC",mdmytryszyn@miraclemileadvisors.com,,Salesforce
9560742,,Jajajaj Dddd,,,gazilliondollars2@gmail.com,,List import
333638,,Matthew Sheets,,Mercer Global Advisors Inc.,msheets@merceradvisors.com,(503) 419-3938,
11206360,Inactive Investor,Patrick Howell,,NYLIFE Securities LLC East Burke VT Private Residence,pmhowell@ft.newyorklife.com,,Salesforce
9545634,,Joan Stutes,,,joan.stutes@transamerica.com,,List import
10983480,Inactive Investor,Alisa Danaj,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Texas City TX 3334 Palmer Hwy",alisa.danaj@ml.com,,Salesforce
373069,,Akhilesh Reddy Jukareddy,,[Unknown],akhilj99@gmail.com,,source
9564120,,Mark Fairgrieve,,,mark.fairgrieve@53.com,,List import
11220893,,Bryan Clemmons,,,bryan@domiinvestors.com,,List Import
11210383,Inactive Investor,Lindsay Maglione,Associate,Edward Jones Rifle CO Private Residence,,,Salesforce
11064665,Inactive Investor,Jamie King,Financial Advisor,Commonwealth Financial Network Macon MO 302 N Missouri St,,,Salesforce
10832547,Inactive Investor,Timothy Pratt,Managing Member;Partner,Paladin Wealth Partners,,,Salesforce
10801369,Inactive Investor,April McMain,Private Wealth Advisor,"Ameriprise Financial Services, LLC Independence OH 6393 Oak Tree Blvd",april.r.mcmain@ampf.com,,Salesforce
10956093,Inactive Investor,Jacob O'Brien,Chief Compliance Officer;Investment Advisor;Managing Member,"O'Brien Capital Advisors, LLC",,,Salesforce
206994,,Artem Nikit,,[Unknown],huligan997@mail.ru,,source
11148191,Inactive Investor,Gideon Moore,,"Saybrus Equity Services, LLC Hartford CT PO Box 5056",,,Salesforce
9642843,,Richard Marra,,,richard.marra@mercer.com,,List import
11219837,,Susan O'Grady,,,susan@equipoisewealth.com,,Other
10760110,Inactive Investor,Kimberly Brezen,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,kimberly.brezen@fidelity.com,,Salesforce
11149838,Inactive Investor,Carla Robinson,,PFS Investments Inc. New York NY 469 Fashion Ave,,,Salesforce
4016,, -,,[Unknown],rusuvictor89@mail.ru,,
11151339,Inactive Investor,Stephen Blanchard,,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",stephen.blanchard@wellsfargoadvisors.com,,Salesforce
11050505,Inactive Investor,Douglas Smith,,PFS Investments Inc. San Jose CA 3031 Tisch Way,douglas.smith@primerica.com,,Salesforce
9610977,,Larry Daley,,,daleylawrencej@yahoo.com,,List import
11233300,Inactive Investor,Jessica Pichora,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11229072,Inactive Investor,Austin Truex,Financial Advisor,Edward Jones Hilton Head Island SC 38D New Orleans Rd,austin.truex@edwardjones.com,,Salesforce
11027515,Inactive Investor,Eduardo Cuellar Torres,,J.P. Morgan Securities LLC New York NY 994 1st Ave,eduardo.cuellar-torres@jpmorgan.com,,Salesforce
10759135,Inactive Investor,Stephen Wolanske,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",stephen_wolanske@ml.com,,Salesforce
109441,,Jonas Helwig,,WELLSPRING BRANDS & HOLDINGS LTD,jonas@cnza.co,7480724361,
11084264,Inactive Investor,James Little,,"Osaic Wealth, Inc.",,,Salesforce
10773548,Inactive Investor,Lisa Mulcahy,Financial Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,lisa.mulcahy@morganstanley.com,,Salesforce
10832649,Inactive Investor,Jessica Gomke,Premier Banker,"Wells Fargo Clearing Services, LLC Clive IA 9801 University Ave",jessica.gomke@wellsfargoadvisors.com,,Salesforce
10881567,Inactive Investor,Jared Chandler,Financial Advisor,Edward Jones Itasca IL 500 Park Blvd,jared.chandler@edwardjones.com,,Salesforce
11017934,Inactive Investor,Saru Pasupathy,,Deutsche Bank Securities Inc.,saru@deutschewealth.com,,Salesforce
11049184,Inactive Investor,Sara Gutierrez,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,sara.gutierrez@primerica.com,,Salesforce
234539,, -,,[[Unknown]],ishanmadu07@gmail.com,,Content
10935639,Inactive Investor,Alex Gehring,Financial Advisor,Thrivent Investment Management Inc. Atchison KS 816 Skyway Hwy,alex.gehring@thrivent.com,,Salesforce
9647663,,Cory Moore,,,cory@moorefinancialplanning.biz,,List import
10837651,Inactive Investor,Brendan Trudden,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,brendan.e.trudden@morganstanley.com,,Salesforce
10917243,Inactive Investor,Hyon Kang,,LPL Financial LLC New Hyde Park NY 1979 Marcus Ave,kay.kang@lpl.com,,Salesforce
10977466,Inactive Investor,Brian Rawlinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9564407,,Shaun Jones,,,shaun@crossleyshear.com,,List import
11221162,,Patrick Mcgowan,,,patrick.mcgowan@ubs.com,,List Import
11001472,Inactive Investor,Raylonte Roach,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,rroach@eaglestrategies.com,,Salesforce
10819737,Inactive Investor,Merilyn Aro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flower Mound TX 4281 Esplanade Pl",merilyn.aro@ml.com,,Salesforce
10768534,Inactive Investor,Jon Roy,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jon.roy@ubs.com,,Salesforce
11029023,Inactive Investor,Donald Casadonte,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,dcasadonte@ft.newyorklife.com,,Salesforce
5194687,,Antonio Álvarez,,,antalgra86@gmail.com,,Web Form Fillout
373324,,Blanche Beube,,[Unknown],blanche.beube@gmail.com,,Website
11091246,Inactive Investor,Jonathon Berner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11165058,Inactive Investor,Cathryn Pierce,Supervisory Principal,LPL Financial LLC Readsboro VT Private Residence,cathryn.pierce@lpl.com,,Salesforce
11128775,Inactive Investor,Rosemary Cleary,,"Osaic Wealth, Inc. West Chester PA 1045 Andrew Dr",,,Salesforce
9596352,,Jamie Cailteux,,,jamie@plancorp.com,,List import
184319,,Lindsey Cole,Principal,Venture Forth Financial,lindsey@ventureforthfinancial.com,415-308-8438,Manual List Upload
10843268,Inactive Investor,John Bergerson,Investment Portfolio Associate,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",john.bergerson@raymondjames.com,,Salesforce
10830993,Inactive Investor,Michael Groves,Associate,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11235974,Inactive Investor,Paul Gaudio,Client Advisor,Crestwood Advisors,pgaudio@crestwoodadvisors.com,,Salesforce
11151702,Inactive Investor,Stacey Penney,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",stacey.s.penney@ampf.com,,Salesforce
11106414,Inactive Investor,Kenneth Lussier,,"Citizens Securities, Inc.",kenneth.w.lussier@ccoinvest.com,,Salesforce
11159101,Inactive Investor,Michael Gorsen,Private Wealth Strategist,"Raymond James & Associates, Inc.",michael.gorsen@raymondjames.com,,Salesforce
11085311,Inactive Investor,Michael Polinchock,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",craig.m.polinchock@wellsfargoadvisors.com,,Salesforce
11187065,Inactive Investor,Michael Levy,,"Kestra Investment Services, LLC Bellaire TX 6750 W Loop S",,,Salesforce
9555521,,Brian Katz,,,brian.katz@thecolonygroup.com,,
9575370,,Stephen Burnham,,,steve.burnham@regimentsecurities.com,,List import
10826419,Inactive Investor,Timothy Walsh,Financial Advisor,"Ameriprise Financial Services, LLC Fairfield OH 3174 Mack Rd",,,Salesforce
10872118,Inactive Investor,Sabrina Williams,Chief Operating Officer,Efficient Advisors,sabrina@efficientadvisors.com,,Salesforce
11126032,Inactive Investor,Steven Dominguez Paredes,,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",steven.dominguez@tiaa.org,,Salesforce
11002062,Inactive Investor,Anthony Young,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Chattanooga TN Private Residence,anthony.young@thrivent.com,,Salesforce
10781086,Inactive Investor,Rick Reissman,,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,rick.reissman@jpmorgan.com,,Salesforce
10656617,,Dawn Simoncelli,,,dawn.jackson@morganstanley.com,,List Import
10612678,,Steven Miller,"Financial Advisor, Senior Vice President",,steven.miller@ampf.com,,List Import
10613549,,Peter Morris,"Financial Advisor, Senior Vice President - Wealth Management, Wealth Advisor",,peter.q.morris@ubs.com,,List Import
10760686,Inactive Investor,Alan Durlester,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",alan.durlester@wellsfargoadvisors.com,,Salesforce
9618127,,Paul Sloate,,,psloate@greendrakepartners.com,,List import
11173254,Inactive Investor,Aaron Meusborn,Financial Advisor,Edward Jones Springfield MO 1722 S Glenstone Ave,aaron.meusborn@edwardjones.com,,Salesforce
11008053,Inactive Investor,Griffin Lusk,,"VALIC Financial Advisors, Inc. Independence OH 2 Summit Park Dr",,,Salesforce
10957974,Inactive Investor,Ian Forsyth,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9619625,,Kendall Kellaway,,,kendallk13@hotmail.com,,List import
11192191,Inactive Investor,John Lucarelli,,Brookfield Oaktree Wealth Solutions LLC Los Angeles CA 333 S Grand Ave,john.lucarelli@brookfieldoaktree.com,,Salesforce
233440,,mathew -,,mathew [[Unknown]],thebestmatthewever@yahoo.com,,Direct
10808740,Inactive Investor,Matthew Rewasiewicz,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",matthew.rewasieiwcz@nm.com,,Salesforce
11156898,Inactive Investor,James Altebrando,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",james.altebrando@equitable.com,,Salesforce
321826,,Jaydon Wargin,Client Service sSpecialist,"Liberty Financial Group, Inc.",laltoy@yahoo.com,,Manual List Upload
11061540,Inactive Investor,Haoxin Lin,,J.P. Morgan Securities LLC New York NY 176 Canal St,haoxin.lin@chase.com,,Salesforce
10809715,Inactive Investor,Michael Rosloniec,Executive Director;Family Wealth Director;Institutional Consulting Director,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,michael.rosloniec@morganstanley.com,,Salesforce
9566586,,Mehrnaz Abbassi,,,mehrnaz.axale01@yahoo.com,,List import
350885,,Karen Brask,Vice President,"Mediqus Asset Advisors, Inc.",brask@mediqus.com,312-419-3733,Manual List Upload
11109429,Inactive Investor,Michael Watson,Private Wealth Advisor,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",michael.watson@lfg.com,,Salesforce
11099052,Inactive Investor,Mark Davis,,"Osaic Wealth, Inc. Farmington MI 31275 Northwestern Hwy",,,Salesforce
9612534,,Matt Halvorson,,,matt.halvorson@tyvor.com,,List import
10849111,Inactive Investor,Carl Cieplinski,Financial Advisor,Commonwealth Financial Network Cromwell CT 75 Berlin Rd,ccieplinski@commonwealth.com,,Salesforce
210768,,Miriam Neubauer,,[Unknown],miriam.c.neubauer@gmail.com,,Event
10787372,Inactive Investor,Lawrence Schmidt,,Cetera Financial Specialists LLC Goodyear AZ Private Residence,lawrence.schmidt@ceterafs.com,,Salesforce
144192,,Manon Boudoux,,[Unknown],manon.boudoux@admcs.eu,,source
245735,,Bianca Cavacini,,[Unknown],bianca.cavacini@ice.com,2126562212,Manual List Upload
10872451,Inactive Investor,Bradley Welborn,,State Farm VP Management Corp. Livingston TX 800 W Church St,,,Salesforce
11083146,Inactive Investor,Jason Bolduc,,Cetera Investment Services LLC Concord NH 11 Triangle Park Dr,,,Salesforce
10914423,Inactive Investor,Gregory Digeronimo,,M. S. Howells & Co. Indianapolis IN 8275 Allison Pointe Trl,,,Salesforce
10926052,Inactive Investor,Justin Riege,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Ormond Beach FL 1414 W Granada Blvd",justin.riege@schwab.com,,Salesforce
11017415,Inactive Investor,Adam Burton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",adam.burton2@ml.com,,Salesforce
10912541,Inactive Investor,Kendall Dungan,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10754220,Inactive Investor,Timothy Devencenzi,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",timothy.devencenzi@ml.com,,Salesforce
10828583,Inactive Investor,Patricia Diana,Complex Manager;Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",pat.diana@rbc.com,,Salesforce
336684,,Mike Fittro,Business Solutions Advisor,Accel Wealth Management Llc,mfittro@acceladvantage.com,319-596-1101,Manual List Upload
11077876,Inactive Investor,Zhihao Wang,,Citigroup Global Markets Inc.,,,Salesforce
10644030,,Angelica Guardado,,,angelica.x.guardado@jpmorgan.com,,List Import
11101010,Inactive Investor,Neil Schlagel,,"Osaic Wealth, Inc. Hutchinson MN 110 4th Ave NE",,,Salesforce
11030469,Inactive Investor,Graham Jones,Financial Advisor,"Osaic Wealth, Inc. Greensboro NC 1301 W Wendover Ave",,,Salesforce
10795201,Inactive Investor,Aaron Smith,,"Centaurus Financial, Inc. Glen Allen VA 3954 Springfield Rd",,,Salesforce
11063685,Inactive Investor,Timothy Osugi,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,timothy.osugi@primerica.com,,Salesforce
11121466,Inactive Investor,Jeffrey Wolf,Financial Advisor,Commonwealth Financial Network Coatesville PA 1224 W Lincoln Hwy,jwolf@commonwealth.com,,Salesforce
11120470,Inactive Investor,Araceli Calderon,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,acalderon@primerica.com,,Salesforce
10858439,Inactive Investor,Jonathan Emrick,Partner;Wealth Advisor,"True Wealth Design, LLC",,,Salesforce
10802159,Inactive Investor,Eleanor Jacobs,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO 16090 Swingley Ridge Rd",eleanor.jacobs@wellsfargoadvisors.com,,Salesforce
11184254,Inactive Investor,Christopher Law,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
9643544,,Menachem Daniels,,,nahum@integratedretirementadvisors.com,,List import
10781123,Inactive Investor,Jeffrey Ackerson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jeffrey.ackerson@schwab.com,,Salesforce
10872522,Inactive Investor,George Posada,Chief Compliance Officer;Chief Executive Officer;Managing Member,"J.P. Wealth Management, LLC",,,Salesforce
10988891,Inactive Investor,Ruchi Patel,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",ruchi.patel@bernstein.com,,Salesforce
10975843,Inactive Investor,Mandie Dodgson,,"J.W. Cole Financial, Inc. Grand Rapids MI 4981 Cascade Rd SE",,,Salesforce
11201126,Inactive Investor,Christopher Jones,Chief Compliance Officer;Founder;President,Sparrow Wealth Management,chris@sparrowwealth.com,,Salesforce
10806306,Inactive Investor,Gregory Berger,,"Principal Securities, Inc. North Sioux City SD 1315 River Dr",berger.greg@principal.com,,Salesforce
11065143,Inactive Investor,Daniel Mathews,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
10819856,Inactive Investor,Nicole Zanetti,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,nicole.zanetti@ubs.com,,Salesforce
9606030,,Jason Wolkow,,,jwinc2018@gmail.com,,List import
9591786,,Ho Ken Wu,,,hokenwu@gmail.com,,List import
9636923,,Robert Scott,,,robert.scott@colonialfirststate.com.au,,List import
10616552,,Ryszard Szyndlar,,,ryszard.szyndlar@primerica.com,,List Import
11093299,Inactive Investor,Christopher Kerwood,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,christopher.kerwood@primerica.com,,Salesforce
10648190,,Matthew Lengel,,,mlengel@denverpwm.com,,List Import
10836235,Inactive Investor,Michael Travis,,LPL Financial LLC Virginia Beach VA 5041 Corporate Woods Dr,mike.travis@lpl.com,,Salesforce
334644,,Mark Eberle,Chairman,Bellecapital International,mark.eberle@bellecapital.ch,414-426-81170,Manual List Upload
11058550,Inactive Investor,Roberto Vargas,Financial Advisor,"Ameriprise Financial Services, LLC Jupiter FL 3555 Military Trl",roberto.vargas@ampf.com,,Salesforce
344289,,Carl -,,J.P. Morgan,carl.pestelos@jpmorgan.com,,
11171413,Inactive Investor,Rafael Alcantara,Chief Compliance Officer;Chief Investment Strategist;Managing Director,Harbor Ithaka Miami FL 4040 NE 2nd Ave,,,Salesforce
10947363,Inactive Investor,Julie Warren,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Providence RI 15 Park Row W",julie.warren@tiaa.org,,Salesforce
10868999,Inactive Investor,Raymond Smith,,PFS Investments Inc. Henrico VA 4883 Finlay St,lyh58@primerica.com,,Salesforce
11192099,Inactive Investor,Prasann Thakrar,,Fidelity Brokerage Services LLC,,,Salesforce
11179228,Inactive Investor,Michael Foster,,"Centaurus Financial, Inc. Melbourne Beach FL 321 Ocean Ave",,,Salesforce
9585060,,Maciej Szewerniak,,,maciej.szewerniak@transamerica.com,,List import
9550189,,Brian Heller,,,brian.heller@fidelity.com,,List import
10977270,Inactive Investor,Mary Brown,,State Farm VP Management Corp.,mimi.brown.uhz1@statefarm.com,,Salesforce
10869699,Inactive Investor,George Strong,Chief Compliance Officer;Managing Member;Managing Principal;Wealth Management Advisor,Strong Wealth Management Pasadena CA 16 N Marengo Ave,gstrong@strongwealthmanagement.com,,Salesforce
10883162,Inactive Investor,Richard Saporito,,J.P. Morgan Securities LLC,richard.saporito@jpmorgan.com,,Salesforce
10508099,,Robert Goetz,,,ro101273@proton.me,,Web Form Fillout
11043814,Inactive Investor,Montgomery Meeks,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 600 E 96th St",montgomery.meeks@stifel.com,,Salesforce
11148425,Inactive Investor,Derrick Hamm,,"SCF Securities, Inc. York PA 3497 Industrial Hwy",,,Salesforce
10974563,Inactive Investor,Stephanie Desear,Private Wealth Advisor,"Synovus Securities, Inc. Port Charlotte FL 1255 Tamiami Trl",stephaniedesear@synovus.com,,Salesforce
10827154,Inactive Investor,William Schutz,,Country Capital Management Company Arlington Heights IL 51 W Seegers Rd,bill.schutz@countryfinancial.com,,Salesforce
10806434,Inactive Investor,Gabriella Delgado,Registered Client Service Associate,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,gabriella.delgado@morganstanley.com,,Salesforce
11089511,Inactive Investor,Roberto Leslie,Financial Consultant,"Osaic Institutions, Inc. Brooklyn NY 539 Eastern Pkwy",rleslie@infinexgroup.com,,Salesforce
9570592,,Christoph Majeske,,,cmajeske@svpglobal.com,,List import
10994003,Inactive Investor,Rea Laska,,J.P. Morgan Securities LLC Raleigh NC 2931 Sherman Oak Pl,rea.laska@chase.com,,Salesforce
9578929,,lewis golden,,,ljgolden1@cox.net,,List import
5572408,,Talia K,,,tk151398@gmail.com,,Web form fillout
9568295,,Daniel Bronheim,,,daniel.bronheim@gmail.com,,List import
215427,,Johnny Lai,,[Unknown],jlai6709@gmail.com,,Organic Search
58998,,Leonard Barry,"Chief Compliance Officer, Founding Partner, President",Yahara Wealth Management Llc,leonard@yaharawealth.com,608-467-1010,Manual List Upload
10753627,Inactive Investor,William Schwartz,Account Vice President;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,william.schwartz@ubs.com,,Salesforce
9575797,,Brian Brown,,,brian.brown@lfg.com,,List import
10806569,Inactive Investor,James Huster,Financial Advisor,Morgan Stanley Deland FL 142 S Woodland Blvd,,,Salesforce
9560157,,David Toeppe,,,dtoeppe@sigmarep.com,,List import
9572652,,Alice Lee,,,al@rtwfunds.com,,List import
10909147,Inactive Investor,David Witty,,State Farm VP Management Corp. Muskogee OK 139 W Shawnee St,davidwitty@statefarm.com,,Salesforce
10784039,Inactive Investor,Pamella Prince,,"Vanderbilt Securities, LLC Bayside NY Private Residence",psprince@vanderbiltsecurities.com,,Salesforce
10910512,Inactive Investor,Ryan Midkiff,Financial Advisor,LPL Financial LLC Oroville CA 1925 Bird St,ryan.midkiff@lpl.com,,Salesforce
9575294,,Mark Dorman,,,mdorman@massmutual.com,,List import
11191286,Inactive Investor,David Peterson,Chief Compliance Officer;Investment Advisor Representative,WealthPLAN Partners,davidp@wealthplan.partners,,Salesforce
9598108,,Brian Baldwin,,,bri1win@hotmail.com,,List import
10973297,Inactive Investor,Matthew Tatham,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11197004,Inactive Investor,Larry Sweet,Preferred Program Specialist;Preferred Relationship Manager,"Fifth Third Securities, Inc. Louisville KY 3344 Hikes Ln",larry.sweet@53.com,,Salesforce
11212459,Inactive Investor,Kevin O'Brien,,J.P. Morgan Securities LLC La Grange IL 14 S La Grange Rd,kevin.o.brien@chase.com,,Salesforce
9545422,,Adam Deady,,,adeady@massmutual.com,,List import
11130727,Inactive Investor,Matthew Migliore,Financial Consultant,LPL Financial LLC Waldoboro ME 1768 Atlantic Hwy,matthew.migliore@lpl.com,,Salesforce
11100277,Inactive Investor,Pete Rock,,The Tavenner Company,pete.rock@tavennerco.com,,Salesforce
10753021,Inactive Investor,Elizabeth Tweed,,Thrivent Investment Management Inc. Nottingham MD 9530 Belair Rd,beth.tweed@thrivent.com,,Salesforce
11093588,Inactive Investor,Kristen Leclair,Chief Executive Officer;Co-Founder;Managing Member;Wealth Advisor,994 Group,,,Salesforce
9615935,,Brian Evans,,,bnevansmd@gmail.com,,List import
346567,,Matthew Spiro,Managing Director,Atalaya Capital Management Lp,spiro@atalayacap.com,212-201-1910,Manual List Upload
233111,, -,,[[Unknown]],jvicente023@gmail.com,,
10825594,Inactive Investor,Philip Capretta,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",phil.capretta@nm.com,,Salesforce
9608145,,Alberto Bernal,,,alberto.bernal@xpi.com.br,,List import
11120156,Inactive Investor,Eduardo Lantigua,,Citigroup Global Markets Inc. Long Island City NY 2 Court Sq,eduardo.lantigua@citigroup.com,,Salesforce
10974659,Inactive Investor,Ashlyn Clingman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ashlyn_clingman@vanguard.com,,Salesforce
10974903,Inactive Investor,Nicolas Villarreal,,Goldman Sachs & Co.,,,Salesforce
10898837,Inactive Investor,Courtney Morrow,,State Farm VP Management Corp. Templeton CA 73 S Main St,,,Salesforce
9638245,,Michael Schmelzer,,,michael.schmelzer@gs.com,,List import
10950921,Inactive Investor,Nicholas Todisco,,Fidelity Brokerage Services LLC,,,Salesforce
9567269,,Brad L,,,brad@lindventures.com,,List import
11026378,Inactive Investor,Alexis Fisher,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
10858243,Inactive Investor,Alexis Jankauskas,Private Client Associate,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,ajankauskas@janney.com,,Salesforce
10868870,Inactive Investor,Alan Campbell,Chief Compliance Officer;Financial Advisor;Managing Member,"Spinnaker Financial Advisors, LLC",,,Salesforce
11184444,Inactive Investor,Ryan Guertin,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Bourbonnais IL 1605 N Convent St",rguertin@buckinghamgroup.com,,Salesforce
10351412,,Private Funds,,Horizon Kinetics,privatefunds@horizonkinetics.com,,List Import
11170263,Inactive Investor,Courtney Kwas,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",courtney_kwas@ml.com,,Salesforce
1001965,Inactive Investor,Boaz Sidikaro,President & Chief Investment Officer,Perot Investments,boaz.sidikaro@perot.com, +1 972 535 1996,
9617954,,Timothy Getz,,,timg@facetcap.com,,List import
237537,, -,,[[Unknown]],briandsmith24@comcast.net,,Organic Search
10752575,Inactive Investor,Mathew Higgins,Financial Advisor,"Ameriprise Financial Services, LLC Grand Junction CO 619 Main St",mathew.j.higgins@ampf.com,,Salesforce
10902020,Inactive Investor,Brian Sticker,,"Avantax Investment Services, Inc. Beaumont TX 2180 Eastex Fwy",,,Salesforce
11191962,Inactive Investor,Douglas Reaume,,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,douglas.reaume@lpl.com,,Salesforce
10898649,Inactive Investor,Donna Wanamaker,,"M Holdings Securities, Inc. Allentown PA 1802 Hamilton St",donna.wanamaker@mfin.com,,Salesforce
11197711,Inactive Investor,Gregory Karcher,Senior Portfolio Manager,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,gregory.karcher@edwardjones.com,,Salesforce
10941312,Inactive Investor,William Kenton,,"Cambridge Investment Research, Inc. Olathe KS 401 S Clairborne Rd",,,Salesforce
342546,,Thomas O'Malley,Analyst,Loancore Capital Credit Advisor Llc,tomalley@laoncore.com,203-861-6000,Manual List Upload
10815572,Inactive Investor,Warren Lessing,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",,,Salesforce
10505298,,Melody White,Investment Assistant,CETERA INVESTMENT SERVICES,melody.corbett@ceterais.com,317-842-8488,List Import
9605260,,Thomas Scherr,,,tscherr@federatedinv.com,,List import
11112407,Inactive Investor,Jacob Stansfield,Financial Advisor;Financial Representative,"Principal Securities, Inc. Saint Louis MO 625 Maryville Centre Dr",stansfield.jacob@principal.com,,Salesforce
10913791,Inactive Investor,Nora Mickelson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland OR 9900 SW Greenburg Rd",nora.mickelson@tiaa.org,,Salesforce
11216858,,Louis Robertson,,,tom.robertson@lpl.com,,List Import
10889368,Inactive Investor,Cindy Henson,,"Farmers Financial Solutions, LLC Auburn WA 815 Harvey Rd NE",chenson1@farmersagent.com,,Salesforce
11047457,Inactive Investor,Kent Niebuhr,,Lincoln Investment Waltham MA 95 Sawyer Rd,kniebuhr@lincolninvestment.com,,Salesforce
9602872,,Rekki Kumar,,,rekki.kumar@gmail.com,,List import
11018364,Inactive Investor,Christopher McSherry,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,christopher.mcsherry@fidelity.com,,Salesforce
11069081,Inactive Investor,Taylor Lindsey,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",,,Salesforce
9578862,,James Rice,,,erice@capitalassetmgmt.com,,List import
11010752,Inactive Investor,Logan Delmonico,Financial Planning Analyst,Commonwealth Financial Network Needham Heights MA 175 Highland Ave,ldelmonico@commonwealth.com,,Salesforce
11007859,Inactive Investor,Soumya Venkataraman,Financial Advisor,Robert W. Baird & Co. Incorporated,,,Salesforce
11125949,Inactive Investor,Marta Harlan,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10939431,Inactive Investor,Ann Escobar,Financial Advisor,LPL Financial LLC Campbell CA 51 E Campbell Ave,ann.escobar@lpl.com,,Salesforce
9646263,,Gavin Ho,,,gavin.ho@ucdconnect.ie,,List import
11104508,Inactive Investor,Hannah Han,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",,,Salesforce
10918700,Inactive Investor,Sarah Green,Chief Compliance Officer;Principal,Farm Girl Capital LLC,,,Salesforce
11174305,Inactive Investor,Troy Darrock,Financial Advisor,LPL Financial LLC San Diego CA 3160 Camino del Rio S,troy.darrock@lpl.com,,Salesforce
11115945,Inactive Investor,Michele Deroin,Senior Client Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,michele.deroin@ubs.com,,Salesforce
9572104,,David Malone,,,dmalone@readandpowell.com,,List import
11000427,Inactive Investor,Arshia Zahabi,Financial Planner,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",arshia.zahabi@prudential.com,,Salesforce
11091463,Inactive Investor,Daniel Singer,,"Kestra Investment Services, LLC New York NY 475 Park Ave S",,,Salesforce
11198791,Inactive Investor,Jeffrey Stone,Member,"American Wealth Advisors, LLC",,,Salesforce
9622562,,Peter Queensbury,,,pete@propnetonline.com,,List import
11039189,Inactive Investor,Cleo Blankinship,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",cleo.blankinship@nm.com,,Salesforce
10875696,Inactive Investor,Jaylon Clotiaux,Financial Advisor,Edward Jones Jasper TX 714 S Wheeler St,jaylon.clotiaux@edwardjones.com,,Salesforce
10933085,Inactive Investor,Grant Whybark,Financial Advisor,Edward Jones Morris IL 912 W US Rte 6,grant.whybark@edwardjones.com,,Salesforce
10832038,Inactive Investor,David Neunuebel,,"Raymond James & Associates, Inc. Santa Barbara CA 1216 State St",david.neunuebel@raymondjames.com,,Salesforce
222434,,Todd Gilbert,,[Unknown],tagmlb@bex.net,,Direct
10752892,Inactive Investor,Matthew Fishbone,Investment Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,matt.fishbone@jpmorgan.com,,Salesforce
11127075,Inactive Investor,Christopher McCreath,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",christopher.mccreath@ml.com,,Salesforce
4931954,,Jack Nam,,,jihal47447@ilusale.com,,Web Form Fillout
10869872,Inactive Investor,James Matejcek,Chief Compliance Officer;Investment Advisor Representative;President;Senior Partner,Everest Financial Group,jim@everestfg.us,,Salesforce
10796733,Inactive Investor,Chris Colasanti,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",chris.william@wellsfargoadvisors.com,,Salesforce
10756216,Inactive Investor,Melanie Braun,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Scottsdale AZ 6909 E Greenway Pkwy",melanie.x.braun@ampf.com,,Salesforce
11104328,Inactive Investor,Kevin Moody,Senior Wealth Advisor,"Eaglestone Wealth Advisors, Inc.",kmoody@estwa.com,,Salesforce
10946826,Inactive Investor,Rem Salem,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",rem.salem@wellsfargoadvisors.com,,Salesforce
11144245,Inactive Investor,Jamie Coy,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jamie.pape@fidelity.com,,Salesforce
10863791,Inactive Investor,Luke Losik,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,luke.losik@fidelity.com,,Salesforce
9600660,,DANIEL MURPHY,,,bostonprimo@gmail.com,,List import
10959970,Inactive Investor,Stephen Eluere,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
9543604,,Shabina Ahmed,,,sabzan79@gmail.com,,List import
10775727,Inactive Investor,Debra Jones-Mcconnell,Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,djones-mcconnell@rockco.com,,Salesforce
10863149,Inactive Investor,Christine Hull,Registered Client Associate,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",,,Salesforce
10852753,Inactive Investor,Samuel Pokluda,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",samuel.pokluda@ml.com,,Salesforce
332586,,skye dunworth,,[[Unknown]],skye@spendher.com,,Direct
11117491,Inactive Investor,Timothy Millenbine,Financial Advisor,Edward Jones Mc Leansboro IL 107 N Jackson St,tim.millenbine@edwardjones.com,,Salesforce
9625490,,Alex Hertzberg,,,aohfinancial@gmail.com,,List import
9565390,,Grant Ford,,,grant.ford@marinerwealthadvisors.com,,List import
11237227,Inactive Investor,Matthew Dodd,Owner,"Elevated Capital Advisors, LLC Phoenix AZ 42211 N 41st Dr",,,Salesforce
11094214,Inactive Investor,Christine Erickson,,PFS Investments Inc. Rancocas NJ 215 Main St,csosa.nyfh7@primerica.com,,Salesforce
11255550,Inactive Investor,Michael Merley,,"Oak Grove Capital, LLC New York NY Private Residence",,,Salesforce
348078,,Tayler Lee,Real Estate Team Member,Thackeray Partners,tl@thackeraypartners.com,214-360-7830,Manual List Upload
10899652,Inactive Investor,Noell Lewis,Financial Advisor,Edward Jones Knoxville TN 103 Suburban Rd,noell.seagle@edwardjones.com,,Salesforce
206197,,Todd Tredinnick,,UMMS,tjtredinnick@yahoo.com,4104207201,
11203197,Inactive Investor,Andy Loving,Financial Advisor,Natural Investments Louisville KY 1927 Harvard Dr,andy@naturalinvestments.com,,Salesforce
10836997,Inactive Investor,Suzanne Schultz,Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,suzanne.schultz@ubs.com,,Salesforce
11116534,Inactive Investor,Katherine Koontz,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,katherine.koontz@jpmorgan.com,,Salesforce
9583601,,CARLOS ANDRES LASTRE ARRIETA,,,cala33607000@gmail.com,,List import
10950296,Inactive Investor,Stefano Tecce,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
69592,,Jane Landsberger,,"Transamerica Financial Advisors, Inc",jane.landsberger@transamerica.com,972-836-9758,
11160448,Inactive Investor,Arealous Earthman,Account Executive,"Nelson Securities, Inc.",aearthman@nelsonsecurities.com,,Salesforce
9570091,,Ari Herman,,,aherman@bccny.com,,List import
9603547,,mostafa sehat,,,sehat611@gmail.com,,List import
9550553,,Michael Bryan,,,michael.bryan@triad-advisors.com,,List import
11222190,,Pedro Alvizua,,,pedro.alvizua@cgcompass.com,,List Import
10850554,Inactive Investor,Calvin Yuen,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,calvin.yuen@fidelity.com,,Salesforce
10871820,Inactive Investor,Jeffrey Webb,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",jeffrey.webb@equitable.com,,Salesforce
9643020,,Ed Buenviaje,,,duffpen+gs@gmail.com,,List import
10695922,,Michael Kmetzo,,Axioma by SimCorp,michael.kmetzo@simcorp.com,,List Import
11049405,Inactive Investor,Cory Whitaker,Chief Investment Officer;Founding Partner;Managing Member;Regulatory Contact,"Bowie Capital Management, LLC",cwhitaker@bowiecapital.com,,Salesforce
234726,, -,,[[Unknown]],andrewhunter153@yahoo.com,,Organic Search
9625052,,Charlotte BarkleyBarkley113,,,charlottebarkley9@gmail.com,,List import
11172238,Inactive Investor,Jeffery Ricardo,,PFS Investments Inc. Tinley Park IL 7851 185th St,jeffery.ricardo@primerica.com,,Salesforce
10910036,Inactive Investor,John Gallman,,&Partners Myrtle Beach SC 1045 London St,john.gallman@andpartners.com,,Salesforce
11030810,Inactive Investor,Sameer Srivastava,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10756457,Inactive Investor,Terrence Tangney,,Deutsche Bank Securities Inc.,terrence@deutschewealth.com,,Salesforce
11131623,Inactive Investor,Alexander Yakirevich,Chief Investment Officer;President;Regulatory Contact,"Pier Capital, LLC",alex.yakirevich@piercap.com,,Salesforce
10830822,Inactive Investor,Adam Heichel,,Pinnacle Advisors,,,Salesforce
9599199,,Brian Kragt,,,brian@advisoryalpha.com,,List import
9608518,,Ira Smith,,,smithira40@gmail.com,,List import
11047996,Inactive Investor,Waymon Little,,"MML Investors Services, LLC Arlington TX Private Residence",wlittle@massmutual.com,,Salesforce
10896789,Inactive Investor,James Carr,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,jamesphillip.carr@fmr.com,,Salesforce
9545806,,Paul Hoang,,,hoangpaul123@gmail.com,,List import
10604167,,Michael Tedesco,Family Wealth Director,Morgan Stanley,michael.tedesco@ms.com,8586435061,List Import
10938134,Inactive Investor,William Murray,Chief Compliance Officer;Financial Advisor;Managing Member,"Firelands Wealth Management, LLC",,,Salesforce
148391,,Kevin Johnson,,[Unknown],roamer600@att.net,,Organic Search
11169808,Inactive Investor,Taylor Graves,,"Raymond James Financial Services, Inc. Amarillo TX 1616 S Kentucky St",taylor.graves@raymondjames.com,,Salesforce
11077085,Inactive Investor,Edward Mills,,"Raymond James & Associates, Inc.",ed.mills@raymondjames.com,,Salesforce
11211952,Inactive Investor,Joanna Mui,Financial Advisor,LPL Financial LLC Campbell CA 51 E Campbell Ave,joanna.mui@lpl.com,,Salesforce
10604541,,benjamin jones,Wealth Advisor,CAPTRUST,ben.jones@captrust.com,8167535100,List Import
9591649,,Roci?O Rami?rez Navarrete,,,ramirezrocio@gmail.com,,List import
10890737,Inactive Investor,Micah Mitchell,Financial Advisor,Edward Jones Bossier City LA 2223 Old Minden Rd,micah.mitchell@edwardjones.com,,Salesforce
10800406,Inactive Investor,Glenda Ross,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",glenda_ross@ml.com,,Salesforce
9630722,,Doak Embrey,,,doak_embrey@yahoo.com,,List import
10994421,Inactive Investor,Dugan Hettich,,"Harbour Investments, Inc. Elm Grove WI 13150 Watertown Plank Rd",dthettich@hirep.net,,Salesforce
11007866,Inactive Investor,David Isti,,"Osaic Wealth, Inc. Long Beach CA 1165 E San Antonio Dr",,,Salesforce
10816943,Inactive Investor,Scott Kaufman,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",scott.i.kaufman@ampf.com,,Salesforce
11174046,Inactive Investor,Arnie Austria,,"Osaic Wealth, Inc. Gardena CA 879 W 190th St",arnaustria@osaicwealth.com,,Salesforce
9542327,,Emmanuel M,,,nodocz@gmail.com,,List import
10835315,Inactive Investor,John Flavin,Chief Compliance Officer;Founder;Managing Principal,Aspire Capital Advisors LLC,,,Salesforce
11009224,Inactive Investor,Patrick Warner,Financial Professional Emeritus,"Pruco Securities, LLC. Marietta GA 2878 Johnson Ferry Rd",patrick.warner@prudential.com,,Salesforce
11106010,Inactive Investor,Jessica Cox,Financial Advisor,Edward Jones Harrisburg IL 540 N Commercial St,jessica.l.cox@edwardjones.com,,Salesforce
238262,,aingram43@yahoo.com ingram,,[Unknown],aingram43@yahoo.com,,Organic Search
11198335,Inactive Investor,Marla Solomon,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,marla.solomon@primerica.com,,Salesforce
116389,,Dennis Criteser,,Compass Investments LLC,dcriteser@compassinvestmentsllc.com,570-505-3893,
9565495,,Richard Osman,,,richard.osman@ifpadvisor.com,,List import
11020840,Inactive Investor,Arami Bryant,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
11228778,Inactive Investor,Amelia Parkerson,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,,,Salesforce
10878063,Inactive Investor,Madeleine Davie,Senior Client Service Associate,Morgan Stanley Florence AL 201 S Court St,maddie.street@morganstanley.com,,Salesforce
11084765,Inactive Investor,Javier Hernandez,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",,,Salesforce
10768126,Inactive Investor,William Frey,,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,william.frey@ubs.com,,Salesforce
10939473,Inactive Investor,Reid Anderson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11023595,Inactive Investor,Gurvinder Kaur,,J.P. Morgan Securities LLC Groton CT 971 Poquonnock Rd,gurvinder.kaur@jpmorgan.com,,Salesforce
11111325,Inactive Investor,Charles Hess,Insurance Agent;Investment Advisor Representative,Lincoln Investment Wayne PA 123 Bloomingdale Ave,chess@lincolninvestment.com,,Salesforce
11094836,Inactive Investor,Jennifer Smith,,State Farm VP Management Corp. Troutdale OR 334 W Historic Columbia River Hwy,jenny.smith.gdzp@statefarm.com,,Salesforce
11198262,Inactive Investor,Douglas Couch,Financial Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 6111 Shallowford Rd",douglas.e.couch@ampf.com,,Salesforce
9618887,,William Daugherty,,,wmd@wmdaugherty.com,,List import
345389,,Scott Burns,Chief Investment Strategist,"Assetbuilder, Inc.",sburns@assetbuilder.com,972-535-4040,Manual List Upload
350689,,Bill Lorimer,Member,Bmss Wesson Wealth Solutions,blorimer@bmss.com,205-982-5555,Manual List Upload
9570770,,Anton Kapustin,,,zamerzz2@gmail.com,,List import
11089953,Inactive Investor,Reema Keen,Chief Compliance Officer;Managing Director,"Disciplina Capital Management, LLC",reema@disciplina.com,,Salesforce
10759226,Inactive Investor,Tejay Evans,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,tejay.evans@fidelity.com,,Salesforce
10805627,Inactive Investor,Barton Couch,Financial Advisor;Partner,"Per Stirling Capital Management, LLC Austin TX 4900 Spicewood Springs Rd",bcouch@perstirling.com,,Salesforce
10834655,Inactive Investor,Travis Giffey,Chief Compliance Officer;Financial Advisor;Managing Member,Compass Advisory Partners LLC Cookeville TN 480 N Cookeville Ln,tgiffey@fidelisfinancialstrategies.com,,Salesforce
11014988,Inactive Investor,Alyssa Florio,,"MML Investors Services, LLC Boston MA 40 Water St",,,Salesforce
343446,,Alex Clay,Investment Director,Rathbones,alex.clay@rathbones.com, -2366773,Manual List Upload
10611278,,Dean Volain,Financial Advisor,,dean.volain@ampf.com,,List Import
9553917,,Maurice Konings,,,maurice@konings.family,,List import
11087867,Inactive Investor,Stuart Peterson,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Wakefield RI 36 S County Commons Way,speterson@janney.com,,Salesforce
11126791,Inactive Investor,John Heffel,Financial Advisor,Fortis Capital Management LLC,,,Salesforce
11088697,Inactive Investor,Eric Birr,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",eric.birr@nm.com,,Salesforce
11221365,,Jewels Oliquiano,,,jewels.oliquiano@coldstream.com,,List Import
6622618,,seyed jahad ghorabi,,,jahad57ghasem@gmail.com,,Web Form Fillout
11042616,Inactive Investor,Barbara Koch,,PFS Investments Inc. Dayton OH 7026 Corporate Way,barbara.koch@primerica.com,,Salesforce
10770311,Inactive Investor,Mark Mahoney,Financial Advisor,"Ameriprise Financial Services, LLC North Lawrence OH Private Residence",,,Salesforce
9601405,,Jason Alward,,,jalward@hbksorce.com,,List import
10756215,Inactive Investor,Paul Robinson,Director,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,,,Salesforce
9631116,,Andrew Hackbert,,,andyhackbert@yahoo.com,,List import
10897709,Inactive Investor,Christy Sebastian,,J.P. Morgan Securities LLC Daytona Beach FL 2970 S Atlantic Ave,christy.sebastian@jpmorgan.com,,Salesforce
10903577,Inactive Investor,Jaime Deluna,,PFS Investments Inc. Diamond Bar CA 20955 Pathfinder Rd,jaime.deluna@primerica.com,,Salesforce
11098133,Inactive Investor,James Puplava,,"Financial Sense Securities, Inc.",jim@puplava.com,,Salesforce
10939092,Inactive Investor,Tisha Fast,,State Farm VP Management Corp. Newark OH 23 Forry St,tishafast@statefarm.com,,Salesforce
10979815,Inactive Investor,Cari Domask,,Commonwealth Financial Network Adell WI Private Residence,cdomask@commonwealth.com,,Salesforce
11116350,Inactive Investor,Christopher Nornberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",christopher.nornberg@wellsfargo.com,,Salesforce
10647155,,Jason Irving,,,jason@irvingplanning.com,,List Import
10997061,Inactive Investor,Joshua Mccoy,Regulatory Risk Analyst,PNC Investments East Liverpool OH Private Residence,joshua.mccoy@pnc.com,,Salesforce
10930750,Inactive Investor,Lillian Shepard,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,lillian.shepard@primerica.com,,Salesforce
10889564,Inactive Investor,Stephen Kim,Chief Compliance Officer;Chief Investment Officer;Managing Partner;Principal,Sierra Madre Partners LLC,skim@sierramadrepartners.com,,Salesforce
11014369,Inactive Investor,Josue Carrillo,,"Farmers Financial Solutions, LLC Laredo TX 4205 Jaime Zapata Memorial Hwy",jcarrillo@farmersagent.com,,Salesforce
10984634,Inactive Investor,Alexis Carruth,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10947044,Inactive Investor,Edward Douthat,Wealth Advisor,"Sage Mountain Advisors, LLC",,,Salesforce
10877719,Inactive Investor,Gianna Traylor,Financial Advisor;Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",gianna.traylor@ml.com,,Salesforce
10925267,Inactive Investor,Mitchell Howard,Financial Advisor,Edward Jones Roseville CA 8150 Sierra College Blvd,mitchell.howard@edwardjones.com,,Salesforce
11150470,Inactive Investor,Charles Perich,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",charles.perich@empower.com,,Salesforce
10959098,Inactive Investor,Ian Trail,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11221141,,Aaron Deitz,,,aaron@bsw.com,,List Import
10981164,Inactive Investor,Devyani Chauhan,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,devyani.chauhan@jpmorgan.com,,Salesforce
11094462,Inactive Investor,Madelyn Ducharme,Registered Client Associate,LPL Financial LLC Concord NH 104 N State St,,,Salesforce
337524,,Mike Whitmore,Financial Planner,The Retirement Solution Inc.,mike@trsfamily.com,425-558-3700,Manual List Upload
10807531,Inactive Investor,Danielle Dimitriou,,Morgan Stanley New York NY 1 New York Plz,danielle.dimitriou@morganstanley.com,,Salesforce
10596182,,Jerry Mikus,,,jmikus@legacyportfolioadvisors.com,,Web Form Fillout
341838,,Rami Sassoon,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",rami.sassoon@ceteraadvisors.com,585-231-1595,Manual List Upload
11069529,Inactive Investor,Brady Lewkowicz,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",brady.meldrum@ml.com,,Salesforce
337540,,Melissa Walker,Executive Director,Nye Wealth Management Llc,missy@nye.net,330-656-0007,Manual List Upload
234132,, -,,[[Unknown]],jeff.carpenter@stonex.com,,
9627178,,David Breazu,,,davidbreazu0@gmail.com,,List import
11179941,Inactive Investor,Melissa Downing,,"Avantax Investment Services, Inc. Stillwater OK 816 S Main St",,,Salesforce
11101189,Inactive Investor,Connor Welvaert,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",connor.c.welvaert@nm.com,,Salesforce
10861803,Inactive Investor,Mohammad Shams,Financial Advisor,"Wells Fargo Clearing Services, LLC Castro Valley CA 3500 Castro Valley Blvd",mohammad.a.shams@wellsfargo.com,,Salesforce
11107283,Inactive Investor,Anthony Best,Private Client Advisor,J.P. Morgan Securities LLC Milwaukee WI 3605 S 27th St,anthony.t.best@chase.com,,Salesforce
6559636,,Roland Murray,,,rolandmurray501@gmail.com,,Web Form Fillout
11001285,Inactive Investor,Diana Denton,,PFS Investments Inc. Duluth GA 6340 Sugarloaf Pkwy,ddenton@primerica.com,,Salesforce
372475,,Nimesh Patel,,United States,nimesh810@gmail.com,,Salesforce
10863640,Inactive Investor,Jacqueline Kramer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9577283,,Ron Mass -,,,ronmass@msn.com,,List import
10656349,,Charles Long,,,longc@ceteranetworks.com,,List Import
11105939,Inactive Investor,Alexis Trauger,Wealth Manager,Creative Planning Long Beach CA Private Residence,alexis.trauger@creativeplanning.com,,Salesforce
10834329,Inactive Investor,Dianne Martin,Chief Compliance Officer;Financial Planner,The Marin Group Inc.,dianne@maringroup.com,,Salesforce
10946567,Inactive Investor,Mark Flanagan,Investment Advisor Representative,CSP Financial Group LLC Scottsdale AZ 14300 N Scottsdale Rd,mflanagan@cspfgllc.com,,Salesforce
11218052,,Jacob Brozon,,,jacob.brozon@jpmorgan.com,,List Import
11236619,Inactive Investor,Patrick Jamin,,"Kovitz Investment Group Partners, LLC Greenwich CT 1 Greenwich Ofc Park",,,Salesforce
10869139,Inactive Investor,Alfredo Jaime,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,alfredo.jaime@primerica.com,,Salesforce
10644696,,Bennie Currie,,,bmcurrie@ft.newyorklife.com,,List Import
10761174,Inactive Investor,Daniel Schneider,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",daniel.schneider@stifel.com,,Salesforce
11115540,Inactive Investor,Robert Renicker,,"Wells Fargo Advisors Financial Network, LLC Tyler TX 6101 S Broadway Ave",robert.renicker@wellsfargoadvisors.com,,Salesforce
10998729,Inactive Investor,Sheila Sanchez,,State Farm VP Management Corp. Gainesville GA 2654 Browns Bridge Rd,sheilasanchez@statefarm.com,,Salesforce
10972757,Inactive Investor,Kimbra Vickers,Vice President,Kanakaris and Associates,,,Salesforce
10809214,Inactive Investor,Van M Pearcy,,"Raymond James Financial Services, Inc. Midland TX 2020 W Cuthbert Ave",van.pearcy@raymondjames.com,,Salesforce
10957152,Inactive Investor,Jay Petty,,"MML Investors Services, LLC Carlsbad CA 8085 Paseo Arrayan",jaypetty@financialguide.com,,Salesforce
9645934,,Patrick Gallagher,,,patrick.gallagher15@gmail.com,,List import
9569319,,Zoltan Kultsar,,,metamorf1@gmail.com,,List import
10989785,Inactive Investor,Autumn Wood,,"Fifth Third Securities, Inc. Louisville KY 4090 Shelbyville Rd",autumn.wood@53.com,,Salesforce
9543287,,David Lu,,,davidlu88@gmail.com,,List import
1003434,Inactive Investor,Michael Chen,,PanAgora,mchen@panagora.com,,3rd Party Lead Gen
11199443,Inactive Investor,Jacob Neeley,,J.P. Morgan Securities LLC Greenville SC 652 Haywood Rd,jacob.neeley@jpmorgan.com,,Salesforce
11025440,Inactive Investor,Kenneth Greene,,GMS Group,kgreene@gmsgroup.com,,Salesforce
11171160,Inactive Investor,John Flanagan,Financial Planner;Investment Advisor Representative,"CGN Advisors, LLC Avon CT 111 Simsbury Rd",john@pyxisfinancialplanning.com,860-559-0919,Salesforce
10901428,Inactive Investor,Brian Corbett,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mankato MN 3 Civic Center Plz",james.olson@wfafinet.com,,Salesforce
248804,,Allan Kobel,Professor,DeVry University,akobel@devry.edu,,Manual List Upload
10615858,,Robert Gleeson,,,robert.e.gleeson@jpmorgan.com,,List Import
11175338,Inactive Investor,Brooke Shaw,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",brooke.l.porter@ampf.com,,Salesforce
10561285,,Assane Ndiaye,,,magzouw@gmail.com,,Web Form Fillout
11159254,Inactive Investor,Attee Williams,,"Allstate Financial Services, LLC Dayton OH 515 Shiloh Springs Rd",atteewilliams@allstate.com,,Salesforce
10870983,Inactive Investor,Edward Beddow,Chief Compliance Officer;Founder;President,Beddow Capital Management Inc,,,Salesforce
10936959,Inactive Investor,Aaron Simpson,Chief Compliance Officer;Financial Advisor;President,"Alpha Planning and Financial Services, Inc.",aaron@alphaplanners.com,,Salesforce
11208182,Inactive Investor,Ryan Saidi,Senior Vice President;Wealth Advisor,"SteelPeak Wealth, LLC",ryan.saidi@spwm.com,,Salesforce
234920,, -,,[[Unknown]],petshome1981@gmail.com,,
213490,,Dave Pazdan,,Mainnet,dave@mainnet.com,,Webinar
10947195,Inactive Investor,Andrea Widner,,"Buttonwood Partners, Inc.",,,Salesforce
11100393,Inactive Investor,Caley Miller,Financial Planner;Member;Partner,"Sensible Money, LLC",caley@sensiblemoney.com,,Salesforce
11107470,Inactive Investor,Benjamin Wolter,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10794290,Inactive Investor,John Johnson,Senior Vice President - Investments,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",john.f.johnson@raymondjames.com,,Salesforce
10871723,Inactive Investor,Michael Heck,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11261353,Inactive Investor,Arcelia Wicker,Financial Advisor,"Bay Capital Advisors, LLC Carrollton VA Private Residence",arcelia@baycapitaladvice.com,,Salesforce
11212891,Inactive Investor,Eric Wilson,Financial Advisor,Edward Jones Saint Johnsbury VT 576 Railroad St,eric.wilson@edwardjones.com,,Salesforce
10978140,Inactive Investor,Elise Stansel,,"Allstate Financial Services, LLC Norman OK 709 Wall St",estansel@allstate.com,,Salesforce
10798836,Inactive Investor,Richard Beaven,Member;Principal,Signia Capital Management,,,Salesforce
10924711,Inactive Investor,Brian Ross,Financial Advisor,Edward Jones Lees Summit MO 3550 NE Ralph Powell Rd,brian.ross@edwardjones.com,,Salesforce
9594641,,Terry Vandelinde,,,terry@vipplanners.com,,List import
10616343,,Jill Thomas,,,jill.thomas@lpl.com,,List Import
9546529,,James Bennett,,,jimmybennett928@gmail.com,,List import
9620730,,Chris Gates,,,chris@marblegate.com,,List import
11061030,Inactive Investor,Adam McNulty,Investment Advisor Representative;Senior Wealth Advisor,"Liberty Wealth Management, LLC",,,Salesforce
9570402,,Sid Singh,,,ssingh@clearlinecap.com,,List import
9619273,,Deborah Wilkerson,,,wilkerson@growyourgiving.org,,List import
11185763,Inactive Investor,James Penson,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,james.penson@primerica.com,,Salesforce
10794875,Inactive Investor,Emily Mccarthy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,emily.mccarthy@fidelity.com,,Salesforce
10898879,Inactive Investor,Gayle Milton,,NYLIFE Securities LLC Huntsville AL 101 Lowe Ave SE,gmilton@ft.newyorklife.com,,Salesforce
10947019,Inactive Investor,Morris Esquenazi,Financial Advisor,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",morris.esquenazi@nm.com,,Salesforce
9542324,,Kurt Wilkinson,,,kurt@softsearch.net,,List import
11144713,Inactive Investor,Patricia McElroy,Chief Financial Officer;Compliance Officer;Member;Regulatory Contact,"Stride Investments, LLC",,,Salesforce
11054102,Inactive Investor,Futung Wang,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",futung.wang@tfaconnect.com,,Salesforce
9617375,,Gabriel Zigelboim,,,gabriel.zigelboim.internet@gmail.com,,List import
11061170,Inactive Investor,Brian McInnis,,LPL Financial LLC Gilbert AZ Private Residence,brian.mcinnis@lpl.com,,Salesforce
11001538,Inactive Investor,Virgo Joseph,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,joseph.virgo@primerica.com,,Salesforce
10768417,Inactive Investor,Gerald Clericuzio,,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,gerald_clericuzio@glic.com,,Salesforce
10954055,Inactive Investor,Rosabel Bassil,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10901410,Inactive Investor,Nicholas Boudreau,Financial Advisor,Edward Jones Chicago IL 5405 W Devon Ave,nick.boudreau2@edwardjones.com,,Salesforce
1001811,Inactive Investor,Anthony Gordon,"CIO & Director, Asset Allocation",Gordon Family Office,anthony@gordonfamilyoffice.com, +1 917 912 3497,
10967626,Inactive Investor,Michael Seeley,,Goldman Sachs & Co.,,,Salesforce
10927478,Inactive Investor,Kristian Quigless,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11051569,Inactive Investor,Mitchell Anderson,Chief Compliance Officer;Managing Member;Partner,"EFinancial Alliance, LLC",mitch@efinancialalliance.com,,Salesforce
11108658,Inactive Investor,Brian Dooley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.dooley@fidelity.com,,Salesforce
9578899,,Jonathan Blau,"Chief Executive Officer, Member, President","Fusion Family Wealth, LLC",j.blau@fusionfamilywealth.com,,List import
10962170,Inactive Investor,Lee Slater,Chief Compliance Officer;Owner,Lee Slater + Associates,,,Salesforce
11183075,Inactive Investor,Mark Saunders,,"Allstate Financial Services, LLC Round Rock TX 22 Chisholm Trl",marksaunders@allstate.com,,Salesforce
10888679,Inactive Investor,William Pfadt,Financial Advisor,LPL Financial LLC Indianapolis IN 10072 Graceful Landing Dr,william.pfadt@lpl.com,,Salesforce
9648204,,g g,,,fsdfdf@sdfs.com,,List import
9569411,,David James,,,david.j.james@citizensbank.com,,List import
10659634,,Miguel Gonzalez,,,miguelg@allstate.com,,List Import
10934589,Inactive Investor,Bryan Poirier,,"Osaic Wealth, Inc. Traverse City MI Private Residence",,,Salesforce
10806738,Inactive Investor,Jennifer Galey,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",jennifer.m.white@ampf.com,,Salesforce
11058390,Inactive Investor,Zachary Blumenthal,,"R. F. Lafferty & Co., Inc.",,,Salesforce
11126208,Inactive Investor,Angela Bodinus,Financial Advisor,Edward Jones Leland NC 473 Olde Waterford Way,angela.bodinus@edwardjones.com,,Salesforce
10912762,Inactive Investor,Kathy York,,SECU Brokerage Services Arden NC 231 Long Shoals Rd,kathy.york@ncsecu.org,,Salesforce
10921142,Inactive Investor,Jan Bjorn,,LPL Financial LLC Hayden ID 87 W Sargent Dr,jan.bjorn@lpl.com,,Salesforce
11220521,,Matthew Takamatsu,,,matthew.takamatsu@empower.com,,Other
10871272,Inactive Investor,Thomas Perry,Partner;Vice President,"Wells Fargo Advisors Financial Network, LLC Richmond VA 3019 W Moore St",thomas.perry@wellsfargoadvisors.com,,Salesforce
7158285,,Masireh Gakou,,,masirehgakou@gmail.com,,Web Form Fillout
10781429,Inactive Investor,Christopher Desantis,Wealth Management Associate,Morgan Stanley,christopher.desantis@morganstanley.com,,Salesforce
11095437,Inactive Investor,Lucas Grounds,,State Farm VP Management Corp. Stillwater OK 2121 W 6th Ave,lucasgrounds@statefarm.com,,Salesforce
9589078,,Della Long,,,clare61966@yahoo.com,,List import
11153341,Inactive Investor,James Aronson,,"The Leaders Group, Inc.",james.aronson@leadersgroup.net,,Salesforce
11169417,Inactive Investor,Sammy Ballinger,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11015249,Inactive Investor,Jeniece Mcclary,,"MML Investors Services, LLC Summit NJ 54 Lenox Rd",,,Salesforce
10809601,Inactive Investor,Matthew Meyers,Financial Professional,LPL Financial LLC Austin TX 5910 Courtyard Dr,,,Salesforce
9617991,,Luke Leibovich,,,leibo@cruxandcompany.com,,List import
231156,,Aimee -,,Aimee [[Unknown]],aimeez215@gmail.com,,Direct
11176608,Inactive Investor,David Lowther,,Citigroup Global Markets Inc.,david.lowther@citi.com,,Salesforce
10987779,Inactive Investor,Daniel Labar,,"First Command Brokerage Services, Inc. Leavenworth KS 417 S 2nd St",ddlabar@firstcommand.com,,Salesforce
10774724,Inactive Investor,William Crawford,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
9618957,,Karl Richter,,,karl.richter@citadel.com,,List import
10657173,,Luis Alvarez,,,luis.a.alvarez@chase.com,,List Import
10943183,Inactive Investor,John Green,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11111864,Inactive Investor,Vishnu Bhatt,Personal Banker,"Wells Fargo Clearing Services, LLC Houston TX 19704 Northwest Fwy",,,Salesforce
11159173,Inactive Investor,James Mullooly,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jmullooly@ft.newyorklife.com,,Salesforce
11166179,Inactive Investor,Corey Harris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,corey.harris@fmr.com,,Salesforce
11207730,Inactive Investor,Elizabeth Doty,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10948399,Inactive Investor,John Noel,,"Osaic Wealth, Inc. Carmel Valley CA Private Residence",,,Salesforce
11181919,Inactive Investor,Kevin Oates,Chief Operating Officer;Partner;President,Van Liew Capital Inc,koates@vanliewtrust.com,,Salesforce
10964799,Inactive Investor,Kristy Miles,Client Assistant,Robert W. Baird & Co. Incorporated Dyersburg TN 1950 US Hwy 51 Byp N,,,Salesforce
9566332,,Sean Murphy,,,sean.x.murphy@ampf.com,,List import
372868,,Cornelius McClendon,,[Unknown],cornelius@mcclendoncapitalgroup.com,,source
373314,,Rola Ali,,[Unknown],rozalitta@hotmail.com,,source
11180167,Inactive Investor,Christopher Lydon,Investment Analyst,Commonwealth Financial Network San Diego CA 600 W Broadway,clydon@commonwealth.com,,Salesforce
10877962,Inactive Investor,Salvatore Cipolla,Financial Advisor Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,salvatore.cipolla@morganstanley.com,,Salesforce
10919444,Inactive Investor,Billy Stinson,,MWA Financial Services Inc. Tompkinsville KY 110 W 1st St,billy.m.stinson@mwarep.org,,Salesforce
10613687,,John Settembrino,Financial Advisor,,settemj9@ae.cadaretgrant.com,,List Import
10799936,Inactive Investor,Michael Perino,Financial Advisor,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",mike.perino@raymondjames.com,,Salesforce
10850531,Inactive Investor,Peter Sullivan,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,peter.sullivan@fmr.com,,Salesforce
11146073,Inactive Investor,James Kelley,Chief Operating Officer;Member;President;Regulatory Contact;Wealth Advisor,"Capital Planning, LLC",jkelley@capplanllc.com,,Salesforce
11107556,Inactive Investor,James Davenport,Managing Director;Partner,"Beacon Pointe Advisors, LLC Newport Beach CA 610 Newport Center Dr",jdavenport@bpwealthadvisors.com,,Salesforce
11229042,Inactive Investor,Yolanda Matha,,J.P. Morgan Securities LLC Reno NV 18300 Wedge Pkwy,yolanda.matha@jpmorgan.com,,Salesforce
10997758,Inactive Investor,Michael Boss,,Edward Jones Lewiston NY 738 Cayuga St,,,Salesforce
10962233,Inactive Investor,Joshua Robinson,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11161413,Inactive Investor,Kevin Lovelace,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kevin.lovelace@fidelity.com,,Salesforce
10510503,,Jonathan Wright,Founder/ Managing Partner,"Wright Time Financial, LLC",jwright@wrighttimefinancial.com,,List Import
10784376,Inactive Investor,Todd Ihrig,,"Avantax Investment Services, Inc. Arlington VA 224 N Fillmore St",,,Salesforce
150318,,Katia sielecki,,[Unknown],katiasielecki@gmail.com,,Webinar
10975942,Inactive Investor,Ceann Barakey,,Vanguard Marketing Corporation,ceann_barakey@vanguard.com,,Salesforce
11114153,Inactive Investor,Alberto Valle,,Morgan Stanley Miami FL 200 S Biscayne Blvd,javier.valle@morganstanley.com,,Salesforce
11188000,Inactive Investor,Isaiah Jackson,,J.P. Morgan Securities LLC Pittsburgh PA 420 S Craig St,isaiah.jackson@jpmorgan.com,,Salesforce
11230768,Inactive Investor,Monty Dobbins,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,monty.dobbins@lpl.com,,Salesforce
10820538,Inactive Investor,Nancy Jones,,"Northwestern Mutual Investment Services, LLC Lawrence KS 627 Monterey Way",nancy.jones@nm.com,,Salesforce
10901475,Inactive Investor,John Barriga,Relationship Manager,"Charles Schwab & Co., Inc. Rockville MD Private Residence",john.barriga@schwab.com,,Salesforce
11011658,Inactive Investor,Robert Cunha,,"Transamerica Financial Advisors, Inc Sacramento CA 1851 Heritage Ln",robert.cunha@tfaconnect.com,,Salesforce
9554667,,Paul Auslander,,,auslander@provise.com,,List import
11077787,Inactive Investor,Matthew Bagley,,"Raymond James Financial Services, Inc. Boone NC 1013 Hwy 105",matthew.bagley@raymondjames.com,,Salesforce
11147326,Inactive Investor,John Sutto,,"Allstate Financial Services, LLC Sun City AZ 10001 W Bell Rd",johnsutto@allstate.com,,Salesforce
11042195,Inactive Investor,Robert Neuberger,,State Farm VP Management Corp. Minneapolis MN 1915 Xenium Ln N,,,Salesforce
9577612,,Omar Caton,,,masterfocus@live.com,,List import
321749,,LAURENCE KIRK,VP,EQT/ PROUNLIMITED,lk@laurence-kirk.co.uk,4.47771E+11,Manual List Upload
11092734,Inactive Investor,Peter Kontich,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",peter.kontich@ampf.com,,Salesforce
11174502,Inactive Investor,Austin Black,Financial Planner,LPL Financial LLC Lexington KY 80 Codell Dr,austin.black@lpl.com,,Salesforce
11152729,Inactive Investor,Harrison Moore,Financial Planner,"Rogan & Associates, Inc.",harrison@roganfinancial.com,,Salesforce
9580057,,Daniel Dwyer,,,ddwyer@portad.com,,List import
10896228,Inactive Investor,Elinor Wessels,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",elinor.wessels@ml.com,,Salesforce
10618086,,Todd Rollins,,,trollins@weg1.com,,List Import
11234132,Inactive Investor,Joel Sandler,,"RBC Capital Markets, LLC Houston TX 609 Main St",,,Salesforce
11170893,Inactive Investor,Melanie Whitehead,Financial Planner,"Osaic FA, Inc. Napa CA 1700 Soscol Ave",melanie.whitehead@lfg.com,,Salesforce
10956751,Inactive Investor,Randolph Railey,Financial Advisor,"Silver Oak Securities, Incorporated Erlanger KY 4359 Dixie Hwy",,,Salesforce
10902554,Inactive Investor,Jacob Schwarz,,"J.H. Darbie & Co., Inc.",jschwarz@jhdarbie.com,,Salesforce
9566126,,Simone Ravalli,,,simoneravalli94@gmail.com,,List import
11053500,Inactive Investor,Ethan White,Relationship Manager,LPL Financial LLC Kingwood TX 3427 Rivers Edge Trl,ethan.white@lpl.com,,Salesforce
10759587,Inactive Investor,Eric Macdonnell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",eric_macdonnell@ml.com,,Salesforce
10488341,,Mitchell Johnson,Senior Associate,49 Financial,mitch.johnson@49financialgroup.com,,List Import
9573332,,Bruce Horvitz,,,bruce.horvitz@lfg.com,,List import
10904927,Inactive Investor,Wayne Russo,,LPL Financial LLC Naples FL Private Residence,wayne.russo@lpl.com,,Salesforce
11137081,Inactive Investor,Clemente Palacios,Financial Advisor,Edward Jones The Villages FL 3608 Wedgewood Ln,clemente.palacios@edwardjones.com,,Salesforce
10808271,Inactive Investor,Nicolas Barone,,"Truist Investment Services, Inc. Orlando FL 2300 E Colonial Dr",nicolas.barone@truist.com,,Salesforce
11146176,Inactive Investor,Matthew Broch,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Springfield IL 2941 Greenbriar Dr",matt.broch@wellsfargoadvisors.com,,Salesforce
10982069,Inactive Investor,Francis Aiello,Financial Advisor,Edward Jones Pittsburgh PA 2071 Rte 286,frank.aiello@edwardjones.com,,Salesforce
11026744,Inactive Investor,David Bergerson,Financial Advisor,Edward Jones Carmel NY 1961 Rte 6,dave.bergerson@edwardjones.com,,Salesforce
9603917,,CHRIS BRODERSEN,,,chris.brodersen@apexfs.com,,List import
9657499,,Yasu Cho,,,yasu@space17.com,,Web Form Fillout
11143462,Inactive Investor,James Minotti,,J.P. Morgan Securities LLC Boca Raton FL 8851 Glades Rd,,,Salesforce
11009853,Inactive Investor,James Hightower,,"Cambridge Investment Research, Inc. Mandeville LA 829 Asbury Dr",,,Salesforce
10912561,Inactive Investor,Carter Mathis,,Fidelity Brokerage Services LLC,carter.mathis@fidelity.com,,Salesforce
11169022,Inactive Investor,Allan Hibbard,,"Osaic Wealth, Inc. Manitowoc WI 2316 Washington St",,,Salesforce
10618567,,Susan Bush,,,susan.bush@ubs.com,,List Import
11092110,Inactive Investor,Lavina Nagar,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;President,"Maya Advisors, Inc.",lnagar@mayaadvisors.com,,Salesforce
10753208,Inactive Investor,Michael Matejcek,,"Avantax Investment Services, Inc. Allentown PA 7540 Windsor Dr",,,Salesforce
11187523,Inactive Investor,Monica Henson,Financial Advisor,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,monica.henson@lpl.com,,Salesforce
11074452,Inactive Investor,Hope Ochoa,,"FBL Marketing Services, LLC Garden City KS 1707 E Maggie St",hope.hernandez@fbfs.com,,Salesforce
10868492,Inactive Investor,Scott Hall,,"Allstate Financial Services, LLC Nashville TN 5550 Franklin Pike",scotthall@allstate.com,,Salesforce
10836613,Inactive Investor,Maria Ranieri,Financial Advisor,"Ameriprise Financial Services, LLC Blue Bell PA 790 Penllyn Blue Bell Pike",teri.ranieri@ampf.com,,Salesforce
10617515,,Brent Penrose,,,brent.penrose@jpmorgan.com,,List Import
11260861,Inactive Investor,Frank Wentworth,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10505286,,Thomas Vander Zwaag,FINANCIAL ADVISOR,LPL FINANCIAL,tomvz@sbcglobal.net,4085407120,List Import
9545574,,Luke Dugan,,,ldugan@fpwealth.com,,List import
9595440,,Todd Hoffman,,,todd.hoffman@stewardpartners.com,,List import
35614,,Vincent Bacchetta,,"MML Investors Services, LLC",vbacchetta@financialguide.com,973-227-8800,
10994894,Inactive Investor,Tanner Wiese,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tanner_wiese@vanguard.com,,Salesforce
11123351,Inactive Investor,Joseph Vogt,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joseph_vogt@vanguard.com,,Salesforce
350332,,Daniel Gilley,Consultant Relations Associate,Bluebay Asset Management Llp,dgilley@bluebay.com, -3893863,Manual List Upload
9545387,,Cheyenne Ligon,,,cheyenne@coindesk.com,,List import
9578550,,Daniele Donahoe,,,ddonahoe@rinehartwealthmanagement.com,,List import
10755910,Inactive Investor,Irene Catoera,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",irene_catoera@ml.com,,Salesforce
11145874,Inactive Investor,Vernon Domebo,,PFS Investments Inc. Wichita KS 550 N 159th St E,vdomebo@primerica.com,,Salesforce
11021891,Inactive Investor,Brian King,,"DFPG Investments, LLC San Jose CA 1764 The Alameda",,,Salesforce
11196716,Inactive Investor,David Peyser,Financial Consultant,PNC Investments West New York NJ 150 60th St,david.peyser@pnc.com,,Salesforce
11045769,Inactive Investor,Benjamin Abitz,,Cetera Advisor Networks LLC Greensboro NC 3824 N Elm St,,,Salesforce
215558,,Mosyi Johan,,[Unknown],mosyi@coinranking.com,,source
352338,,Joseph Catania,Research Analyst,"Gabelli & Company Investment Advisers, Inc.",jcatania@gabelli.com,914-921-5135,Manual List Upload
9555680,,Maurice Martin,,,emartin@jtstratford.com,,List import
9586764,,Claude Conlin,,,dan.conlin@voyafa.com,,List import
9622101,,Adil Salah,,,adil.salah@gmail.com,,List import
10863040,Inactive Investor,Luke Johnson,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,lhjohnson@ft.newyorklife.com,,Salesforce
11108712,Inactive Investor,Jay Backstrand,Managing Director,Citigroup Global Markets Inc. Palo Alto CA 535 Cowper St,,,Salesforce
9581760,,Shashank Juyal,,,shashank14j@gmail.com,,List import
9559839,,Scot Hutton,,,gusts.blushes_0o@icloud.com,,List import
11198259,Inactive Investor,Chad Thompson,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Fairfield IA 106 N 28th St",,,Salesforce
11262579,Inactive Investor,Elias Vera,,Morton Wealth Calabasas CA 23945 Calabasas Rd,evera@mortonwealth.com,619-410-3381,Salesforce
374618,,Paul Wedin,Retirement Plan Consultant,"Sloy, Dahl & Holst, LLC",paulwedin@sdh-inc.com,503-248-9800,Salesforce
9588545,,Adam Violich,,,aviolich@violichcapital.com,,List import
10927444,Inactive Investor,Steven McCormick,,"Osaic Wealth, Inc. Simi Valley CA 2655 1st St",,,Salesforce
10962404,Inactive Investor,Marion Harrison,,PFS Investments Inc. Garland TX 2005 Platinum St,,,Salesforce
10719409,,Eric Cooper,,,edcsafemail8@proton.me,,Web Form Fillout
10787669,Inactive Investor,Michael Lee,Vice President,PFS Investments Inc. Grand Blanc MI 8445 S Saginaw St,mlee.pa911@primerica.com,,Salesforce
9566276,,Todd Opdahl,,,toddo@efsadvisors.com,,List import
11006223,Inactive Investor,Russell Rykse,Financial Services Associate,Edward Jones Stuart FL 522 Colorado Ave,russell.rykse@edwardjones.com,,Salesforce
173460,,Anggit Demariza,,[Unknown],albahr.hallaq@gmail.com,,
9560716,,Fabio Scapuccin,,,fscapuccin@hotmail.com,,List import
11234358,Inactive Investor,Kelli Oneil,,"Osaic Wealth, Inc.",,,Salesforce
10897355,Inactive Investor,John Warren,Financial Representative,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",john.warren@nm.com,,Salesforce
9568846,,David Puell,,,puelldavid@gmail.com,,List import
9599093,,Mitchell Guralski,,,mguralski@wipflifinancial.com,,List import
159290,,Leffler Ramey,,[Unknown],ramey.leffler@gmail.com,,Paid Social
10778845,Inactive Investor,Sarah Greitz,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",sarah.m.greitz@ml.com,,Salesforce
11102578,Inactive Investor,Mario Hristovski,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
11081667,Inactive Investor,Jeremy Hicks,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
11134631,Inactive Investor,Scot Mcconnaughay,,PFS Investments Inc. Greeley CO 1023 39th Ave,smcconnaughay@primerica.com,,Salesforce
10939829,Inactive Investor,Craig Viator,,"Avantax Investment Services, Inc. New Iberia LA 146 W Main St",,,Salesforce
9570461,,Hadley Doolittle,,,hdoolittle@kingspt.com,,List import
11209471,Inactive Investor,David Hoobler,Chief Compliance Officer,The Bottom Line Wealth Management Ltd.,,,Salesforce
10882624,Inactive Investor,Nora Vaden Holmes,,State Farm VP Management Corp. Metairie LA 117 Metairie Lawn Dr,,,Salesforce
9612389,,A. Steven Crown,,,ascrown@crown-chicago.com,,List import
11138784,Inactive Investor,Mark Mueller,,"Raymond James Financial Services, Inc. Malvern PA 274 Lancaster Ave",mark.mueller@raymondjames.com,,Salesforce
11123838,Inactive Investor,Jack Lehman,,"Osaic FS, Inc. Lexington KY 3217 Summit Square Pl",,,Salesforce
9646569,,jag gal,,,advagal@hotmail.com,,List import
10770183,Inactive Investor,Patrick Sauve,,"Raymond James & Associates, Inc.",patrick.sauve@raymondjames.com,,Salesforce
11033418,Inactive Investor,Melissa Joy,Financial Planner;Partner,"Stephens Consulting, LLC Dexter MI 8031 Main St",,,Salesforce
349956,,John Morgan,Financial Advisor,"VALIC Financial Advisors, Inc.",john.morgan@valic.com,913-402-5000,
11159241,Inactive Investor,Christa Halsey,,The Huntington Investment Company Springboro OH 736 N Main St,christa.halsey@huntington.com,,Salesforce
11106764,Inactive Investor,Matthew Helfrich,Chief Compliance Officer;Partner;President;Regulatory Contact,Waldron Private Wealth,mhelfrich@waldronwm.com,,Salesforce
11194483,Inactive Investor,David Iwabuchi,,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",diwabuchi@financialguide.com,,Salesforce
11169656,Inactive Investor,Kevin Reed,Executive Officer;Executive Vice President;Head - Wealth Management,Janney Montgomery Scott LLC,kreed@jmsonline.com,,Salesforce
10927776,Inactive Investor,Robert Nelson,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,,,Salesforce
11135996,Inactive Investor,David Mack,,"ValMark Securities, Inc. Pittsford NY 1080 Pittsford Victor Rd",,,Salesforce
10903000,Inactive Investor,Matthew Lewis,Wealth Management Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,matthew.lewis@ubs.com,,Salesforce
9645716,,gabriel garcia,,,gabrielgarcia54@gmail.com,,List import
11065275,Inactive Investor,Lance Wood,,State Farm VP Management Corp. Bowling Green OH 1180 N Main St,lancewood@statefarm.com,,Salesforce
9594867,,Jason Klurfeld,,,jason.klurfeld@evercore.com,,List import
9636244,,Peter Diamond,,,pdiamond@friess.com,,List import
10842946,Inactive Investor,Andrew Novelline,Chief Compliance Officer;President,"Abbot Financial Management, Inc",anovelline@abbotfm.com,,Salesforce
9643104,,michael richards,,,marmarhole@gmail.com,,List import
10647483,,Larry Stark,,,lstark@nvcinc.com,,List Import
9580043,,Joe Romkema,,,jromkema@harfs.com,,List import
10832522,Inactive Investor,Michael Robinson,Chief Operating Officer;Co-Founder;Member;Regulatory Contact,"Narus Financial Partners, LLC",mike@narusfinancial.com,,Salesforce
9602045,,C P,,,colinpcp@gmail.com,,List import
11124068,Inactive Investor,Rodolfo Rake,,"Sanctuary Securities, Inc. Miami FL 1450 Brickell Ave",rrake@sanctuarywealth.com,,Salesforce
10919567,Inactive Investor,Steven Foerschl,,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",sfoerschl@nationallife.com,,Salesforce
11056986,Inactive Investor,Clarence Wyrick,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,clarence.wyrick@primerica.com,,Salesforce
9585586,,Stephen Vaccaro,,,svaccaro@cifc.com,,List import
10827603,Inactive Investor,Bradley Handel,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Youngstown OH 8170 South Ave",bradley.a.handel@ampf.com,,Salesforce
11133098,Inactive Investor,Boris Lokshin,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,boris_lokshin@glic.com,,Salesforce
11118121,Inactive Investor,Georgene Snyder,,"Vanderbilt Securities, LLC",gsnyder@vanderbiltsecurities.com,,Salesforce
10753224,Inactive Investor,Alan Sprinkel,Financial Advisor,Money Concepts Capital Corp Gainesville VA Private Residence,asprinkel@moneyconcepts.com,,Salesforce
10604368,,Christopher Rhyme,Planner,Noble Wealth Management P.B.C.,chris@mynoblewealth.com,303-325-3061,List Import
11235698,Inactive Investor,Jeffrey Loos,,"Modern Wealth Management, LLC Knoxville TN 9717 Cogdill Rd",,,Salesforce
9588934,,Kevin Fisch,,,sk8hard93125@yahoo.com,,List import
10877797,Inactive Investor,James Groves,,Raleigh Capital Management Inc.,james@raleighwealthsolutions.com,,Salesforce
11142067,Inactive Investor,James Zimmerman,,Cetera Advisors LLC Salisbury MD 953 Mount Hermon Rd,,,Salesforce
9636976,,Lawrence George,,,lawrence@dividendgrowthstrategies.com,,List import
9572456,,dfdf dfdfd,,,dfdf@gfgf.com,,List import
10814946,Inactive Investor,Geoffrey Gervasini,Chief Investment Officer;Managing Partner;President;Regulatory Contact,"Wakefield Asset Management, LLLP",tgervasini@wakefieldinc.com,,Salesforce
10999656,Inactive Investor,Soumyalakshmi Parasuraman,,J.P. Morgan Securities LLC San Francisco CA 265 Winston Dr,soumyalakshmi.parasuraman@jpmorgan.com,,Salesforce
11103605,Inactive Investor,Michele Lugiano,Financial Professional,LPL Financial LLC Woodbury NJ 130 Landing Dr,michele.lugiano@lpl.com,,Salesforce
10874658,Inactive Investor,Jared Walsh,Financial Advisor,LPL Financial LLC Spokane WA 506 E Hastings Rd,jared.walsh@lpl.com,,Salesforce
10887123,Inactive Investor,Kathy Kuczenski,,"Truist Investment Services, Inc. Newton NC 12 N Main Ave",kkuczenski@truist.com,,Salesforce
10891830,Inactive Investor,Marc Danchak,Financial Advisor,LPL Financial LLC The Villages FL Private Residence,marc.danchak@citi.com,,Salesforce
9611776,,a b,,,sdfasf@gmail.com,,List import
9615496,,Brian Thomas,,,brian.thomas@fairwindswealth.com,,List import
11014300,Inactive Investor,Pooja Patel,,Key Investment Services LLC Lynnwood WA 19820 44th Ave W,pooja.patel@key.com,,Salesforce
10986905,Inactive Investor,Stephen Royce,,Key Investment Services LLC Ann Arbor MI 2207 W Stadium Blvd,stephen_j_royce@keybank.com,,Salesforce
201556,,Rami ALHASHOUM,,Saudi Arabia,ramihsh101@gmail.com,,
9555537,,David Frye,,,bluedfg@icloud.com,,List import
10799606,Inactive Investor,Thomas Dinges,Financial Advisor,Edward Jones Schererville IN 833 W Lincoln Hwy,tom.dinges@edwardjones.com,,Salesforce
11144572,Inactive Investor,Timothy Settles,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,timothy.settles@fidelity.com,,Salesforce
11155202,Inactive Investor,George Nichols,,Emerson Equity LLC,,,Salesforce
11285135,,Gary Brainard,,,brainbunch@aol.com,,Web Form Fillout
11186232,Inactive Investor,Kathy Song,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,kathy.song.frsx@statefarm.com,,Salesforce
57576,,Jerrod Spriet,,"LaSalle St. Investment Advisors, L.L.C.",jspriet@lasallest.com,541-276-0121,
10800736,Inactive Investor,Robert Brailsford,Senior Vice President - Investments,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,rbrailsford@investdavenport.com,,Salesforce
9567666,,S Y,,,snow.yoo.kcg@gmail.com,,List import
11162848,Inactive Investor,John Kane,,"Inverness Securities, LLC",,,Salesforce
11021976,Inactive Investor,Amr Hanafy,,Neuberger Berman BD LLC,amr.hanafy@nb.com,,Salesforce
9619678,,oliver Viney,,,oliver_viney@hotmail.com,,List import
226801,, -,,[[Unknown]],dgtfhr-msn@yahoo.com,,Initial Salesforce Import
11059407,Inactive Investor,Thomas Gillespie,,NWF Advisory Services Inc Long Beach CA 5001 Airport Plaza Dr,,,Salesforce
9647476,,Steven Nuetzel,,,steven.nuetzel@wfadvisors.com,,List import
10886310,Inactive Investor,Dennis Giese,,"Cambridge Investment Research, Inc. Shorewood IL Private Residence",dgiese@cambridgesecure.com,,Salesforce
11127495,Inactive Investor,Marcos Andujar,Financial Advisor,"Osaic Wealth, Inc. Fort Worth TX 1622 Park Place Ave",,,Salesforce
11006759,Inactive Investor,Joseph Melhado,Financial Advisor,"Equitable Advisors, LLC Jacksonville FL 225 Water St",joseph.melhado@equitable.com,,Salesforce
47423,,Karl Stuppnig,Advisor,"MML Investors Services, LLC",kstuppnig@financialguide.com,704-504-7211,
10880117,Inactive Investor,Dale Rottschafer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10841689,Inactive Investor,Sterling Brightman,Financial Consultant,"Equitable Advisors, LLC Yorktown VA 4030 George Washington Mem Hwy",sterling.brightman@equitable.com,,Salesforce
11217554,,Trenton Zylinski,,,trenton.zylinski@jpmorgan.com,,Other
10759345,Inactive Investor,Daniel Furstenberg,,Jefferies LLC,dfurstenberg@jefferies.com,,Salesforce
11098958,Inactive Investor,Jeffrey Ross,,"Raymond James Financial Services, Inc. San Diego CA 16399 W Bernardo Dr",jeffrey.ross@raymondjames.com,,Salesforce
9540839,,Markus Winter,,,winter@asicrising.de,,List Import
11234433,Inactive Investor,Matthew Chan,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",matthew.chan@bernstein.com,,Salesforce
10488176,,John Birkner,"Financial Advisor, Vice President",Morgan Stanley,john.birkner@morganstanley.com,,List Import
10887508,Inactive Investor,William Bates,,"American Portfolios Financial Services, Inc. Ballston Spa NY 2452 Rte 9",wbates@americanportfolios.com,,Salesforce
10965428,Inactive Investor,Chad Denney,,LPL Financial LLC Saint Louis MO 8000 Forsyth Blvd,chad.denney@lpl.com,,Salesforce
11205054,Inactive Investor,Connor Curran,Financial Advisor,"Pruco Securities, LLC. Norwell MA Private Residence",connor.curran@prudential.com,,Salesforce
127862,,Nayan Lapsiwala,,"Aspiriant, Llc",nlapsiwala@aspiriant.com,(650) 941-1717,
11164202,Inactive Investor,Jennifer Poland,,LPL Financial LLC Pensacola FL 19 W Garden St,jennifer.poland@lpl.com,,Salesforce
10824867,Inactive Investor,William Fox,,LPL Financial LLC Austin TX 5920 W William Cannon Dr,,,Salesforce
11089391,Inactive Investor,Dustin Groves,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Plano TX Jpmc Campus Legacy W,dustin.j.groves@jpmorgan.com,,Salesforce
10645168,,Venita Black,,,v.black@amtruinvest.com,,List Import
11195183,Inactive Investor,Akhilesh Misra,Chief Compliance Officer;Managing Member,"Kuber Capital Management, LLC",akhilesh.misra@kubercapitalmgt.com,,Salesforce
10919208,Inactive Investor,Steven Elder,Wealth Advisor,LPL Financial LLC Seattle WA 506 2nd St,steven.elder@lpl.com,,Salesforce
11073189,Inactive Investor,Alan Pierce,Chief Compliance Officer;Founder;Managing Member;President,"LP Investment Management, LLC Dallas TX 5910 N Central Expy",,,Salesforce
11028577,Inactive Investor,Frank Sciotto,Chief Compliance Officer;President,"Integrated Capital Management, Inc",,,Salesforce
10866003,Inactive Investor,Kaushik Bhatt,Financial Advisor,"Ameriprise Financial Services, LLC Rockford IL 7160 Argus Dr",kaushik.s.bhatt@ampf.com,,Salesforce
11187183,Inactive Investor,Artia Hawkins,,PFS Investments Inc. Merrillville IN 7863 Broadway,artia.hawkins@primerica.com,,Salesforce
9543846,,Amjad Khan,,,alkil@hotmail.com,,List import
10844719,Inactive Investor,Andrew Lewis,Principal;Registered Principal,LPL Financial LLC Narberth PA Private Residence,andrew.lewis@lpl.com,,Salesforce
10778250,Inactive Investor,Debora Wilson,Administrative Assistant,"Wells Fargo Clearing Services, LLC Erie PA 100 State St",debora.wilson@wellsfargoadvisors.com,,Salesforce
11120009,Inactive Investor,David Tomlin,Wealth Advisor,LPL Financial LLC Rome GA 228 N 2nd Ave SW,david.tomlin@lpl.com,,Salesforce
344543,,Craig Cramer,CEO,"Amplify Endowment Management, Llc",craig@amplifyendow.com,415-269-6966,Manual List Upload
10658872,,Eric Milano,,,eric.d.milano@chase.com,,List Import
9543328,,Constantine Glaretas,,,glaretas@gmail.com,,List import
10820738,Inactive Investor,Barry Marsolais,Regional Director,Money Concepts Capital Corp Port Saint Lucie FL Private Residence,bmarsolais@moneyconcepts.com,,Salesforce
10755151,Inactive Investor,John Albert,,"First Command Brokerage Services, Inc.",jmalbert@firstcommand.com,,Salesforce
11006182,Inactive Investor,Joey Silverthorne,,PFS Investments Inc. Billings MT 1643 Lewis Ave,jsilverthorne@primerica.com,,Salesforce
11155333,Inactive Investor,Bernard Keeney,,J.P. Morgan Securities LLC New York NY 277 Park Ave,bernard.keeney@jpmorgan.com,,Salesforce
10947011,Inactive Investor,Tonia Anderson,,"Allstate Financial Services, LLC Harrisburg PA 845 Sir Thomas Ct",toniaanderson@allstate.com,,Salesforce
11097929,Inactive Investor,Harold Morrow,,PFG Advisors Deming NM 115 W Hemlock St,,,Salesforce
10800044,Inactive Investor,Chaim Munk,Shareholder;Vice President,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
10961948,Inactive Investor,Sarah Hurley,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
11124265,Inactive Investor,Charles Baldanza,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,cbaldanza@ft.newyorklife.com,,Salesforce
10994457,Inactive Investor,Catherine Mazzeo,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,cmazzeo11@ft.newyorklife.com,,Salesforce
346974,,Noaman Sharief,Senior Vice President,Dana Investment Advisors Inc,nsharief@danainvestment.com,262-782-3631,Manual List Upload
10932995,Inactive Investor,Marilyn Koss,,LPL Financial LLC Brookeville MD Private Residence,marilyn.koss@lpl.com,,Salesforce
10752546,Inactive Investor,Thomas Renner,Chief Executive Officer;President,"ICA Group Wealth Management, LLC",chad.renner@icadvisorgroup.com,,Salesforce
10874176,Inactive Investor,Frank Gallovich,,"Farmers Financial Solutions, LLC Plano TX 630 N Central Expy",fgallovich@farmersagent.com,,Salesforce
11009277,Inactive Investor,Mikael Oliver,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",mikael.oliver@nm.com,,Salesforce
11149777,Inactive Investor,Owen Ellsworth,Managing Director,Citigroup Global Markets Inc.,,,Salesforce
10923693,Inactive Investor,Robert Tosetti,Financial Advisor,"Ameriprise Financial Services, LLC Oxford CT 90 Oxford Rd",bob.tosetti@ampf.com,,Salesforce
10833309,Inactive Investor,Nicholas Anzevino,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",nicholas.anzevino@ml.com,,Salesforce
11126958,Inactive Investor,Timothy Hansen,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",tim.hansen@rbc.com,,Salesforce
11163934,Inactive Investor,Matthew Corbitt,Vice President,"Northern Trust Securities, Inc. San Diego CA 4747 Executive Dr",corbitt.matthew@ntrs.com,,Salesforce
352156,,Jackie Burke,Office Manager,Ev Private Equity Us Inc.,jackie.burke@energyventures.no,281-768-6721,Manual List Upload
11177865,Inactive Investor,Eileen Menacher,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11114612,Inactive Investor,Jeffery Wilkins,Chief Compliance Officer;Vice President,"NBC Securities, Inc.",swilkins@nbcsecurities.com,,Salesforce
10926355,Inactive Investor,Josue Avelar,,J.P. Morgan Securities LLC Palm Springs CA 499 S Palm Canyon Dr,josue.i.avelar@chase.com,,Salesforce
10780614,Inactive Investor,Dingyur Chen,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,dingyur.chen@ubs.com,,Salesforce
11139661,Inactive Investor,Melissa Johnson,Senior Manager,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",melissa.patterson@ampf.com,,Salesforce
10932137,Inactive Investor,Mitchell Messner,,"FBL Marketing Services, LLC",mitchell.messner@fblfinancial.com,,Salesforce
11113855,Inactive Investor,Anthony Barbera,Financial Advisor,LPL Financial LLC New Providence NJ 70 Floral Ave,anthony.barbera@lpl.com,,Salesforce
11076937,Inactive Investor,James Alperin,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",james.alperin@wellsfargoadvisors.com,,Salesforce
11217233,,John Staley,,,jstaley@federatedinv.com,,Other
9580626,,Alan Litt,,,alitt@monticello.nyc,,List import
10843932,Inactive Investor,Richard Trasport,,LPL Financial LLC Lakeland FL 500 S Florida Ave,trasport@lpl.com,,Salesforce
10866104,Inactive Investor,Eric Lindstrom,Financial Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,,,Salesforce
9633622,,Anton Grosemans,,,anton.grosemans@gmail.com,,List import
10488253,,Adam Gelmon,"Vice President, Wealth Manager","Steward Partners Investment Advisory, LLC",adam.gelmon@stewardpartners.com,,List import
9598664,,Diane Bourdo,,,dbourdo@humphreysgroup.com,,List import
10854542,Inactive Investor,Kelly L'Esperance,Principal,Barking Sands Capital Minnetonka MN 5125 County Road 101,kelly@barkingsandscapital.com,,Salesforce
51573,,Janet Hardy,,FSC Securities Corporation,jhardy@fscadvisor.com,770-916-6500,
10771008,Inactive Investor,Patricia Greising,Director - Operations,"Ameriprise Financial Services, LLC Lancaster PA 1717 Lititz Pike",patricia.c.greising@ampf.com,,Salesforce
7613201,,robin Chapelet,,,chapelet.pro@gmail.com,,Web Form Fillout
9571546,,Eric Schlinger,,,eric.schlinger@53.com,,List import
227057,, -,,[[Unknown]],ianrsheppard@yahoo.co.uk,,
11172206,Inactive Investor,Nicholas Butler,Financial Planner;Vice President,"Butler Financial Services, Ltd.",,,Salesforce
10771674,Inactive Investor,William Rubin,Financial Advisor,"Wells Fargo Clearing Services, LLC Gilbert AZ 700 N Gilbert Rd",william.r.rubin@wellsfargo.com,,Salesforce
11171989,Inactive Investor,Soon-Bong Seymour,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,sseymour02@ft.newyorklife.com,,Salesforce
9572016,,Jeremy Blank,,,gatorjer@me.com,,List import
11179391,Inactive Investor,Rolando Ginyovszky,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",rolando.ginyovszky@frostbank.com,,Salesforce
10882934,Inactive Investor,Jeffrey Stanley,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,jeffrey.stanley@morganstanley.com,,Salesforce
11131735,Inactive Investor,Jenna Trolson,Registered Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jenna.trolson@ubs.com,,Salesforce
11190800,Inactive Investor,Ashley Campisi,,J.P. Morgan Securities LLC Satellite Beach FL 1922 Hwy A1A,ashley.campisi@jpmorgan.com,,Salesforce
11056453,Inactive Investor,Douglas Trinh,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10055 Slater Ave",douglas.trinh@tfaconnect.com,,Salesforce
9597740,,Joseph Evans,,,jevans@wealthenhancement.com,,List import
10795790,Inactive Investor,James Ashby,Managing Member;Regulatory Contact,Mustard Seed Wealth Management,david@msfwm.com,,Salesforce
11057710,Inactive Investor,Christopher Gaffney,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,christopher_gaffney@vanguard.com,,Salesforce
11002602,Inactive Investor,Joshua Mccutcheon,,GWN Securities Inc. Fort Worth TX Private Residence,jmccutcheon@gwnsecurities.com,,Salesforce
10816757,Inactive Investor,Shirley Jones,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,shirley.jones@primerica.com,,Salesforce
10933554,Inactive Investor,David Brown,Financial Advisor,"Ameriprise Financial Services, LLC New Haven CT 545 Long Wharf Dr",d.brown@ampf.com,,Salesforce
11118665,Inactive Investor,Hershel Stone,Financial Advisor,Edward Jones Danville VA 2276 Franklin Tpke,hershel.stone@edwardjones.com,,Salesforce
9611505,,k k,,,k@s.com,,List import
11003194,Inactive Investor,Micah Burch,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",micah.j.burch@nm.com,,Salesforce
10777088,Inactive Investor,Diane Imel,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette IN 250 Main St",diane.imel@ml.com,,Salesforce
11118998,Inactive Investor,Hovannes Malikyan,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,hmalikyan@ft.newyorklife.com,,Salesforce
10882902,Inactive Investor,Anthony Pol,Financial Advisor,"Ameriprise Financial Services, LLC Washington PA 1150 Washington Rd",anthony.t.pol@ampf.com,,Salesforce
11193443,Inactive Investor,Donald Peterson,Managing Director,"Raymond James & Associates, Inc.",donald.peterson@raymondjames.com,,Salesforce
10916385,Inactive Investor,Erin Noonan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10930068,Inactive Investor,Joseph Feldmeier,Financial Professional,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",jfeldmeier@financialguide.com,,Salesforce
10752923,Inactive Investor,Charles Inglefield,Financial Advisor,LPL Financial LLC Charlotte NC 11121 Carmel Commons Blvd,chuck.inglefield@lpl.com,,Salesforce
10618868,,Evan Lieberman,,,evan.lieberman@geowealth.com,,List Import
7890349,,Gustavo Ariza Matos,,,gustavo@dcg.co,,Web Form Fillout
11206251,Inactive Investor,Roland Savage,,PFS Investments Inc. Milford CT 185 Plains Rd,roland.savage@primerica.com,,Salesforce
11054973,Inactive Investor,Greg Pitcher,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Irvine CA 1901 Main St,greg.pitcher@morganstanley.com,,Salesforce
233848,, -,,[[Unknown]],sconolly87@yahoo.com,,
11090342,Inactive Investor,Aaron Westrate,Chief Compliance Officer;President,"Westrate Capital Management, Inc. Signal Mountain TN 216 S Palisades Dr",,,Salesforce
11011100,Inactive Investor,Lindsay Dougherty,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,,,Salesforce
10819869,Inactive Investor,Monica Bezy,Financial Advisor,Edward Jones San Diego CA 13400 Sabre Springs Pkwy,monica.bezy@edwardjones.com,,Salesforce
11072439,Inactive Investor,Archer Gillespie,Chief Compliance Officer;President,Gillespie Wealth Management Inc,,,Salesforce
11170688,Inactive Investor,Christopher Spencer,,G. A. Repple & Company Gothenburg NE 828 Lake Ave,christopher@garepple.com,,Salesforce
11154255,Inactive Investor,Donald Bowers,Financial Consultant,LPL Financial LLC Lancaster SC 607 N Main St,donald.bowers@lpl.com,,Salesforce
10820150,Inactive Investor,Jamie Bennett,Financial Professional,LPL Financial LLC Salt Lake City UT 488 E Winchester St,jamie.bennett@lpl.com,,Salesforce
10908012,Inactive Investor,John Duffin,,"Ameritas Investment Company, LLC Fishers IN 10515 Muir Ln",john.duffin@ameritas.com,,Salesforce
10841855,Inactive Investor,Mathew Mellier,Chief Compliance Officer;Managing Partner,"Hardworking Capital Advisors, LLC",mmellier@hardworkingcapital.com,,Salesforce
11071477,Inactive Investor,Mariam Shehata-Mikhail,,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",mariam.shehata-mikhail@citizensbank.com,,Salesforce
10840964,Inactive Investor,Kevin Meader,,LPL Financial LLC Portland OR Private Residence,kevin.meader@lpl.com,,Salesforce
9544574,,Michael Long,,,michael.long@securitiesamerica.com,,List import
11230767,Inactive Investor,Jade Swanson,Financial Advisor,LPL Financial LLC Duluth MN 130 W Superior St,jade.swanson@lpl.com,,Salesforce
204894,,Matthew Pierce,,[Unknown],matthew.pierce88@gmail.com,,Paid Search
9593062,,Julie Anderson,,,juliea@squire.com,,List import
10811035,Inactive Investor,Myron Sawyer,Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,msawyer@rwbaird.com,,Salesforce
9555261,,et lee,,,etlee@harvestkorp.com,,List import
11200001,Inactive Investor,Bridget Hommey,,Western Wealth Management LLC Darlington PA Private Residence,,,Salesforce
9554363,,Ray Wisniewski,,,drrayw@comcast.net,,List import
336962,,Michael Mill,Investment Analyst,Quantum Strategies,michael.m.mill@qs2500.com,610-624-1770,Manual List Upload
10828853,Inactive Investor,Mark Beeman,Associate Resident Director;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roswell NM 400 N Pennsylvania Ave",mark.beeman@ml.com,,Salesforce
11000338,Inactive Investor,Frederick Potthoff,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,fpotthoff@primerica.com,,Salesforce
11035356,Inactive Investor,Ryan Neil,,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",ryan.neil@hantzgroup.com,,Salesforce
11236443,Inactive Investor,Rosanna Neil,Financial Advisor,Chicory Wealth,,,Salesforce
9571414,,Shyla Newton,,,newtsbiz@gmail.com,,List import
10613896,,James McCann,"Financial Advisor, Senior Vice President - Wealth Management",,james.mccann@ubs.com,,List Import
9545641,,MIchael Fallon,,,mjfallon@me.com,,List import
10874131,Inactive Investor,Nicholas Pavia,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
9632470,,Alan Oshiki,,,aho@abmac.com,,List import
11087495,Inactive Investor,Ryan Soos,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
351979,,Harris Gofstein,Director,"Sc&h Financial Advisors, Inc.",hgofstein@schgroup.com,410-403-1500,Manual List Upload
90932,,Lorenzo Bocchetti,,United States,lbocchetti99@gmail.com,,
10831051,Inactive Investor,Keith Stechmesser,Wealth Advisor,Thrivent Investment Management Inc. Denver CO 445 Union Blvd,keith.stechmesser@thrivent.com,,Salesforce
10776232,Inactive Investor,Natalie Mender,Client Associate,LPL Financial LLC Traverse City MI 12930 SW Bay Shore Dr,natalie.mender@wellsfargoadvisors.com,,Salesforce
10789779,Inactive Investor,Louis Rivera,Financial Analyst,PFS Investments Inc. Hartsdale NY 100 N Central Ave,louis.rivera@primerica.com,,Salesforce
10494378,,Damon Wykrent,"Financial Analyst, Owner","Wykrent, Damon",damon@divorcefinancialexpert.com,,List Import
10803115,Inactive Investor,Lori Gervais,Director,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,lgervais@rwbaird.com,,Salesforce
10775121,Inactive Investor,Ronald King,,"Capital Investment Group, Inc.",rking@capital-invest.com,,Salesforce
11121500,Inactive Investor,Kellie Rixse,Senior Vice President,Robert W. Baird & Co. Incorporated Anchorage AK 3800 Centerpoint Dr,krixse@rwbaird.com,,Salesforce
10911348,Inactive Investor,William Williams,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
10945954,Inactive Investor,Steven Much,,Edward Jones Valley Center CA 28477 Lizard Rocks Rd,,,Salesforce
10933478,Inactive Investor,Mark Faber,,"Allstate Financial Services, LLC Tucson AZ 645 E Speedway Blvd",markfaber@allstate.com,,Salesforce
11189585,Inactive Investor,William Baffuto,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 100 Madison St",william.baffuto@equitable.com,,Salesforce
10900469,Inactive Investor,Justin Jenkins,,Key Investment Services LLC Salt Lake City UT 5101 S State St,justin_jenkins@kisinvestments.com,,Salesforce
9636984,,Robert Robert,,,robert.jr@bunkerhillcapital.com,,List import
10971010,Inactive Investor,Matthew Fischer,Partner;Wealth Advisor,Chicago Partners Investment Group LLC,matt@chicagopartnersllc.com,,Salesforce
10851973,Inactive Investor,Adam Williams,Financial Advisor,LPL Financial LLC La Place LA 1707 Chantilly Dr,adam.williams@lpl.com,,Salesforce
11221546,,Scott Chaisson,,,scott@compasssecurities.com,,List Import
11042770,Inactive Investor,Eric Meier,Chief Financial Officer,"Forum Financial Management, LP",emeier@forumfinancial.com,,Salesforce
11032632,Inactive Investor,Elizabeth White,Financial Advisor,"Midwestern Securities Trading Company, LLC Pittsfield IL 201 W Washington St",,,Salesforce
10963561,Inactive Investor,Andres Barbosa Gomez,,"Wells Fargo Clearing Services, LLC Titusville FL 802 Cheney Hwy",,,Salesforce
10788403,Inactive Investor,Kevin Gundlach,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.gundlach@fidelity.com,,Salesforce
11058781,Inactive Investor,Matthew Baldeck,,"HighTower Securities, LLC Dallas TX 4001 Northwest Pkwy",mbaldeck@hightoweradvisors.com,,Salesforce
11180100,Inactive Investor,Michael Thomas,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",thomasmj@stifel.com,,Salesforce
11173569,Inactive Investor,Kathy Van Fossen,,"Voya Financial Advisors, Inc. Grand Ledge MI Private Residence",kathy.van-fossen@voya.com,,Salesforce
9603084,,THEOPHILE JOUANNO,,,theo.jouanno@gmail.com,,List import
9593521,,Vincenzo Capasso,,,vincapasso@yahoo.com,,List import
11050402,Inactive Investor,Troy Moyer,Chief Compliance Officer;Managing Principal;Senior Wealth Advisor,Moyer Wealth Management,,,Salesforce
11049367,Inactive Investor,Ramzi Boyd,Financial Advisor,"Ameriprise Financial Services, LLC Dearborn MI 16150 Michigan Ave",ramzi.boyd@ampf.com,,Salesforce
9635844,,Amanda Ballantyne,,,aballantyne@ncafinancial.com,,List import
9609767,,Jared Sink,,,sinkjared@gmail.com,,List import
9610862,,KRISHNA PATHER,,,k_pather@hotmail.com,,List import
9560482,,Sonya Ilieva,,,vriliev1@gmail.com,,List import
11143158,Inactive Investor,Ricardo Alarcon,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",ricardo.alarcon@ml.com,,Salesforce
337555,,Edward Pershing,Member,"Pya Waltman Capital, Llc",epershing@pyawaltman.com,865-693-6301,Manual List Upload
9607589,,satoshi xu,,,ray_chorion@hotmail.com,,List import
9585881,,Boris Mandich,,,b.mandich@fi.com,,List import
10882761,Inactive Investor,Craig Breitsprecher,,LPL Financial LLC Glastonbury CT 200 Glastonbury Blvd,c.breitsprecher@lpl.com,,Salesforce
9570175,,Roger Mitchell,,,terrymitchellcan@gmail.com,,List import
10817779,Inactive Investor,David Stanley,,"Horace Mann Investors, Inc. Irmo SC 1204 Lexington St",,,Salesforce
202861,,Leigh Douglas,,[Unknown],leighdouglasbyron@gmail.com,,Organic Search
9628208,,Marcia Blacken,,,marcia@glodollar.org,,List import
10838825,Inactive Investor,Michael Fields,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Austin TX 4810 Spicewood Springs Rd",michael.c.fields@ampf.com,,Salesforce
10837509,Inactive Investor,Bryan Rex,Vice President of Planning,"Cambridge Investment Research, Inc. Virginia Beach VA 448 Viking Dr",brex@cfspro.com,757-333-7377 x2,Salesforce
9597758,,Patrick O'shaughnessy,,,patrick.oshaughnessy@osam.com,,List import
373189,,Jaiparan Khurana,,[Unknown],jaiparan@gmail.com,,source
10646857,,Cameron Fraker,,,cameron.fraker@lpl.com,,List Import
9644670,,aurlio ervin,,,aurelio2@gmail.com,,List import
11175390,Inactive Investor,Jennifer Fabri,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",jfabri@mesirowfinancial.com,,Salesforce
5106430,,Gabriel Walker,,,gotwebsite@gmail.com,,Web Form Fillout
11100018,Inactive Investor,Paul White,Financial Consultant,Thrivent Investment Management Inc. Litchfield MN 403 N Sibley Ave,paul.white@thrivent.com,,Salesforce
11209988,Inactive Investor,Markell Bryant,Financial Advisor,Edward Jones Lawrenceville GA 242 S Culver St,markell.bryant@edwardjones.com,,Salesforce
10886381,Inactive Investor,Jacob Ries,Registered Wealth Management Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,jacob.ries@morganstanley.com,,Salesforce
10836781,Inactive Investor,Michael Kramer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mequon WI 11201 N Port Washington Rd",mkramer@stifel.com,,Salesforce
9593263,,Vergary Lopez Fortune,,,zepol1984@gmail.com,,List import
6292253,,Onah Chika,,,rajeshmadicella@gmail.com,,Web Form Fillout
189853,,steve bridges,,Engage to Sell,steve@engagetosell.com,4808618369,
10827010,Inactive Investor,Charles Whitley,Vice President,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,bel64@primerica.com,,Salesforce
9578435,,Debra Noll,,Carol Jarecki,debra.s.noll@gmail.com,,List import
11014186,Inactive Investor,Jon Gekiere,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jon.gekiere@equitable.com,,Salesforce
10999849,Inactive Investor,Zachary Goldberg,,"Opal Securities, Inc. Conway AR Private Residence",,,Salesforce
11261295,Inactive Investor,Daniel Gentile,Financial Advisor;Investment Advisor,ActiTrust Wealth Management LLC Panama City Private Residence,,,Salesforce
11084230,Inactive Investor,Donald Glab,Financial Advisor;Investment Officer;Senior Portfolio Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",donald.glab@wellsfargoadvisors.com,,Salesforce
10761184,Inactive Investor,Michael Surprenant,,"Moors & Cabot, Inc.",msurprenant@moorscabot.com,,Salesforce
11146526,Inactive Investor,Bret Elam,Managing Partner;President,"Thrive Capital Management, LLC",bret.elam@thrivefinancialservices.com,,Salesforce
10912241,Inactive Investor,Michael Jaycox,Client Service Associate,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,,,Salesforce
10953042,Inactive Investor,Bryce Forte,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10930648,Inactive Investor,Thuong Nguyen,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 550 Post Oak Blvd",thuong.nguyen@tfaconnect.com,,Salesforce
10970632,Inactive Investor,Brian Ferguson,,"Bankers Life Securities, Inc. Frederick MD 321 Ballenger Center Dr",,,Salesforce
11021427,Inactive Investor,Matthew Tehan,,Lincoln Investment Waltham MA 95 Sawyer Rd,mtehan@lincolninvestment.com,,Salesforce
10783486,Inactive Investor,Francis Keck,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",francis_keck@ml.com,,Salesforce
9620625,,Ryan Dunlap,,,ryanphillipdunlap@gmail.com,,List import
10903092,Inactive Investor,Alfonzo Credit,Financial Advisor,"CUSO Financial Services, L.P. Ann Arbor MI 2910 Carpenter Rd",,,Salesforce
10662258,,Peter Crowell,,,pcrowell@kovitz.com,,List Import
10769328,Inactive Investor,Brendon Gallagher,Financial Advisor,"Ameriprise Financial Services, LLC Sycamore IL 215 W Elm St",brendon.k.gallagher@ampf.com,,Salesforce
10861532,Inactive Investor,Emanuel Hidalgo,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,ao4m@statefarm.com,,Salesforce
10797460,Inactive Investor,Christine Goldsmith,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",christine_goldsmith@ml.com,,Salesforce
11004054,Inactive Investor,Michael Dipiero,,"Kestra Investment Services, LLC Elmhurst IL 132 N York St",,,Salesforce
10888137,Inactive Investor,Laura Hung Bastuba,,"Equitable Advisors, LLC Rochester MI 903 N Main St",,,Salesforce
10827054,Inactive Investor,Isabell Lee,Assistant Vice President;Retirement Benefits Consultant;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",isabell.lee@ml.com,,Salesforce
217074,,Kevin Ye,,Specialist,leafbear@hotmail.com,,
9553122,,Tamar Injeyan,,,tzinjeyan@ft.newyorklife.com,,List import
11211159,Inactive Investor,Joann Stewart,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",joannie.b.stewart@wellsfargoadvisors.com,,Salesforce
9588448,,Doug Ryan,,,isoqualitypro@hotmail.com,,List import
338923,,Mike Piotrowski,Managing Partner,"Marquette Associates, Inc.",mpiotrowski@marquetteassociates.com,610-719-0300,Manual List Upload
11254600,Inactive Investor,Lawrence Young,,Evercore Group L.L.C.,,,Salesforce
10765935,Inactive Investor,Sherri Clay,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",sherri_clay@ml.com,,Salesforce
9621756,,Whit McCrary,,,wwmccrary@gmail.com,,List import
10852473,Inactive Investor,Dennis Willeck,Regional Leader,PFS Investments Inc. Pickerington OH 10400 Blacklick Eastern Rd,dennis.willeck@primerica.com,,Salesforce
11084341,Inactive Investor,Luis Rodriguez Maestro,,Citigroup Global Markets Inc.,,,Salesforce
9553105,,Rüdiger von Freyend,,,ruediger@jvfgbr.de,,List import
10975619,Inactive Investor,Christian Barrera,,J.P. Morgan Securities LLC Laguna Hills CA 24085 El Toro Rd,christian.barrera@chase.com,,Salesforce
10936768,Inactive Investor,Mark Lauricella,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10803434,Inactive Investor,Domitilia Dos Santos,Executive Director;Family Wealth Director;Financial Advisor;International Client Advisor;Senior Investment Management Consultant,Morgan Stanley New York NY 399 Park Ave,domitilia.m.dossantos@morganstanley.com,,Salesforce
11151207,Inactive Investor,Ryan Reed,,Fidelity Brokerage Services LLC,,,Salesforce
9606699,,Jamie Beech,,,jamie.beck@ymail.com,,List import
9082721,,Clinton Craven,,,clinton.craven@yahoo.com,,Web Form Fillout
10935501,Inactive Investor,Crystal Dubowski,Client Associate,Janney Montgomery Scott LLC Warwick RI 475 Kilvert St,cdubowski@janney.com,,Salesforce
11116619,Inactive Investor,Kevin Shelton,Financial Planner;Financial Professional,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",kevin.shelton@prudential.com,,Salesforce
10955734,Inactive Investor,George Bonikos,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",george.bonikos@ml.com,,Salesforce
10969003,Inactive Investor,Rabecca Chadwick,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11046869,Inactive Investor,Adam Zaremba,Relationship Manager,Morgan Stanley Chicago IL 10 S Riverside Plz,adam.zaremba@morganstanley.com,,Salesforce
11231540,Inactive Investor,Kieran Kreider,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",kieran.kreider@ml.com,,Salesforce
9593752,,Jacqueline Giammarco,,,jgiammarco@stonepoint.com,,List import
11115424,Inactive Investor,Joshua Goslinga,Financial Advisor,Edward Jones Orange City IA 614 8th St SE,josh.goslinga@edwardjones.com,,Salesforce
10951621,Inactive Investor,Avery Williams,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",avery.williams@tiaa.org,,Salesforce
10803617,Inactive Investor,Douglas Newman,Investment Advisor Representative,LPL Financial LLC Shelburne VT Private Residence,douglas.newman@lpl.com,,Salesforce
11161243,Inactive Investor,John Markway,,Morgan Stanley Alpharetta GA 3 Edison Dr,john.markway@morganstanley.com,,Salesforce
11232918,Inactive Investor,Amir Hadzic,,"Wells Fargo Clearing Services, LLC",,,Salesforce
234439,, -,,[[Unknown]],ehrenmoreno13@gmail.com,,
11210493,Inactive Investor,Larry Boggs,,LPL Financial LLC Cumberland MD 29 N Liberty St,larry.boggs@lpl.com,,Salesforce
10941199,Inactive Investor,Elizabeth Kerr,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10927145,Inactive Investor,Christopher Milne,,"Fifth Third Securities, Inc. Bonita Springs FL 9021 Bonita Beach Rd SE",christopher.milne@53.com,,Salesforce
11145384,Inactive Investor,William Lee,,"Truist Investment Services, Inc. Atlanta GA 3754 Roswell Rd NE",murphy.lee@truist.com,,Salesforce
10764517,Inactive Investor,John Desing,Financial Advisor;Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,john.desing@morganstanley.com,,Salesforce
10781370,Inactive Investor,Nora Heaton,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",nora.heaton@ml.com,,Salesforce
11201334,Inactive Investor,Anthony Gruba,Financial Advisor,"Associated Investment Services, Inc. Saint Paul MN 1265 Town Centre Dr",tony.gruba@associatedbank.com,,Salesforce
10828517,Inactive Investor,Sky Rylant,Financial Advisor;Partner,"Westside Investment Management, LLC Oklahoma City OK 10900 Hefner Pointe Dr",sky@westsideim.com,,Salesforce
11028295,Inactive Investor,Alexander Snyder,,"Equitable Advisors, LLC Bala Cynwyd PA 40 Monument Rd",alexander.snyder@equitable.com,,Salesforce
10811538,Inactive Investor,Warren Krone,,"FBL Marketing Services, LLC Great Falls MT 807 13th Ave S",warren.krone@fblfinancial.com,,Salesforce
10806100,Inactive Investor,Clifton Powell,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,clifton.powell@lpl.com,,Salesforce
10957638,Inactive Investor,Elayna Sanchez,,"Raymond James Financial Services, Inc.",elayna.sanchez@raymondjames.com,,Salesforce
11166225,Inactive Investor,Anthony Montgomery,Family Wealth Advisor;Insurance Planning Director;Senior Vice President;Wealth Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,anthony.montgomery@morganstanley.com,,Salesforce
11004135,Inactive Investor,Peter Doherty,Financial Consultant,"Asset Strategy Advisors, LLC Natick MA 24 Superior Dr",pjd@assetstrategy.com,,Salesforce
9622440,,Raymond Titus,,,raymondtitus@comcast.net,,List import
10973959,Inactive Investor,Andrew Bohner,,Vanguard Marketing Corporation,andrew_bohner@vanguard.com,,Salesforce
9561509,,Timothy Fitzgerald,,,tcfitzgerald@ft.newyorklife.com,,List import
10809398,Inactive Investor,James Coleman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Simons Island GA 103 Main St",,,Salesforce
9606509,,Charles Rossero,,,charlierossero@gmail.com,,List import
11161871,Inactive Investor,Zachary Cooper,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10917285,Inactive Investor,Geoffrey Fraser,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",geoffrey.fraser@nm.com,,Salesforce
10488367,,Mark Koellner,"Financial Planner, Investment Advisor","Titleist Asset Management, LLC",mkoellner@tamgmt.com,,List Import
248922,,Adrianna Stanoch,Mentor at Google for Startups Accelerator 2022,Google,adastanoch@google.com,,Manual List Upload
10943081,Inactive Investor,Doug Cavender,,"Hornor, Townsend & Kent, LLC",dcavender@htk.com,,Salesforce
237246,, -,,[[Unknown]],lane@laneandrews.com,,Organic Search
10923195,Inactive Investor,Joshua Rebholz,Financial Advisor,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",josh.rebholz@rbc.com,,Salesforce
10914472,Inactive Investor,Neel Patel,Chief Compliance Officer;Managing Member;President,OM Pacific Capital LLC,neel@ompacificcap.com,,Salesforce
10809533,Inactive Investor,Robert Hayes,,The O.N. Equity Sales Company Fort Collins CO 2401 Idledale Dr,robert_hayes@ohionational.com,,Salesforce
11032589,Inactive Investor,Rishi Gosalia,Managing Partner,"SF Value Capital, LLC",rishi@sfvaluecapital.com,,Salesforce
10778393,Inactive Investor,Joseph Hermo,,GMS Group,jhermo@gmsgroup.com,,Salesforce
11191691,Inactive Investor,Robert Klose,Vice President - Investments,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",robert.klose@raymondjames.com,,Salesforce
93773,,Alyse Hesley,Financial Associate,Thrivent Investment Management Inc.,alyse.hesley@thrivent.com,,
11090983,Inactive Investor,Dustin Roeder,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Bangor ME 1 Merchants Plz,dustin.roeder@ubs.com,,Salesforce
5319344,,lopijk Sana,,,nolera6952@pahed.com,,Web Form Fillout
10510033,,Jill Deberardinis,RIA East Sales Leader,Vanguard,jill_deberardinis@vanguard.com,,List Import
11000398,Inactive Investor,Mohammed Munsifzadah,Assistant Vice President,"Wells Fargo Clearing Services, LLC Lafayette CA 3630 Mt Diablo Blvd",mohammed.munsifzadah@wellsfargo.com,,Salesforce
51495,,Lawrence Kelly,Financial Advisor,"Securities America Advisors, Inc.",lawrence.kelly@securitiesamerica.com,215-489-1776,
104676,,Charles T. O’Connor,,O’Connor Financial Group LLC,charles.oconnorsr@lpl.com,(248) 762-9455,
372171,,Brian Pearson,,United States,bpaidproduction1@gmail.com,,Salesforce
11011649,Inactive Investor,Levi Anderson,Investment Advisor Representative,"Centaurus Financial, Inc. San Antonio TX 16845 Blanco Rd",,,Salesforce
9618150,,Christopher Campbell,,,chris@crescentrockcapital.com,,List import
10847959,Inactive Investor,Glenn Andrews,Chairman;Chief Investment Officer;President;Regulatory Contact,Cardinal Capital Management Inc,gandrews@cardinalcapitalmanagement.com,,Salesforce
238628,,GIOVANNI.MAROCCHI@ALICE.IT Marocchi,,[Unknown],giovanni.marocchi@alice.it,,source
11138093,Inactive Investor,Lucas Reuter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",lucas.reuter@ml.com,,Salesforce
9630507,,adedayo Bakare,,,adedayo.bakare1@gmail.com,,List import
238745,,todd@affordablewellnessplans.c morse,,[Unknown],todd@affordablewellnessplans.com,,Organic Search
10952250,Inactive Investor,Arturo Castelan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10967936,Inactive Investor,Roy Gebara,,Citigroup Global Markets Inc.,,,Salesforce
11137816,Inactive Investor,Gisselle Adunas,,J.P. Morgan Securities LLC Chicago IL 3225 W Addison St,gisselle.adunas@jpmorgan.com,,Salesforce
10912928,Inactive Investor,Terence Zaleski,,Goldman Sachs & Co.,terence.zaleski@gs.com,,Salesforce
9574690,,Brian Sung,,,brian.sung@haynesboone.com,,List import
10978481,Inactive Investor,Quinn Sterling,Client Relationship Manager;Wealth Consultant,Evergreen Capital Management LLC,qsterling@evergreengavekal.com,,Salesforce
11060284,Inactive Investor,Hugo Plancarte,Senior Registered Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,hugo.plancarte@ms.com,,Salesforce
217258,,Farid Khalil,,[Unknown],farid.khaliljr@yahoo.com,,
9554049,,Scott Sinek,,,ssinek@massmutual.com,,List import
9589221,,Jonathan Weatherly,,,jon@concordwealthpartners.com,,List import
234535,,ravinder kohli -,,ravinder kohli [[Unknown]],heart8spirit@gmail.com,,
10784367,Inactive Investor,Pamela Woodall,,J.P. Morgan Securities LLC Lafayette LA 225 Southpark Rd,pam.g.woodall@chase.com,,Salesforce
9586370,,Daniel Callaway,,,dcallaway@sgadvisers.com,,List import
10890651,Inactive Investor,Casey Green,Financial Advisor,Edward Jones Ponca City OK 708 N 14th St,casey.green@edwardjones.com,,Salesforce
10940609,Inactive Investor,Jeffrey Bunch,,Citigroup Global Markets Inc. McLean VA 6643 Old Dominion Dr,,,Salesforce
351484,,Carol Drum,"Customer Service Specialist, Executive Assistant","Wealthplan Advisors, Llc",cdrum@wealthplanadvisor.com,480-505-0234,Manual List Upload
10967504,Inactive Investor,Patrick Schultz,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10646833,,Pamela Estes,,,pamela.estes@janus.com,,List Import
10488944,,Barrett Jackson,"Regional Compliance Officer, Vice President",J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,barrett.f.jackson@gmail.com,,List Import
10983499,Inactive Investor,Vanessa Alvarez,,J.P. Morgan Securities LLC Greenbrae CA 401 Sir Francis Drake Blvd,vanessa.alvarez@jpmorgan.com,,Salesforce
9625193,,Charles Ike,,,okecody@yahoo.com,,List import
10611615,,Michael Sherman,"Financial Advisor, Senior Vice President - Wealth Management",,michael.sherman@ubs.com,,List Import
10988014,Inactive Investor,Keshaun Patterson,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",keshaun.patterson@nm.com,,Salesforce
10984090,Inactive Investor,Cynthia Morris,Investment Advisor,"Litman Gregory Wealth Management, LLC",cynthia.morris@lgam.com,,Salesforce
10833179,Inactive Investor,Steven Kaufman,Financial Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,steven.kaufman@ms.com,,Salesforce
11118925,Inactive Investor,Zachary Armstrong,,LPL Financial LLC Okemos MI 2277 Science Pkwy,zachary.armstrong@lpl.com,,Salesforce
11222060,,Rebecca Bar-Shain,,,rbarshain@seia.com,,List Import
10858201,Inactive Investor,Jason Soucie,Senior Financial Advisor;Wealth Strategy Associate,"Wells Fargo Advisors Financial Network, LLC Bourbonnais IL 232 Main St Nw",jason.soucie@wfafinet.com,,Salesforce
11040010,Inactive Investor,Michael Sasso,,"Packerland Brokerage Services, Inc. Cottage Grove MN Private Residence",michael_sasso@packerlandbrokerage.com,,Salesforce
236551,,james beddall,,[[Unknown]],jamesbeddall@ventoux-im.com,,Organic Search
10606231,,Matthew Hurwitz,Branch Manager,"Ameriprise Financial Services, LLC",matt.hurwitz@ampf.com,203-285-1809,List Import
10915660,Inactive Investor,Christopher Kruse,Financial Advisor,Edward Jones Monticello MN 114 W 3rd St,chris.kruse@edwardjones.com,,Salesforce
9632489,,Marc Pannone,,,marc@eriver.cn,,List import
9597063,,Kent Whitaker,,,kw@hmpayson.com,,List import
226258,, -,,[[Unknown]],tvance_2005@yahoo.com,,Initial Salesforce Import
10836490,Inactive Investor,Marcel Tenberge,Account Executive;Managing Director,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",marcel_tenberge@ml.com,,Salesforce
11151802,Inactive Investor,Ryan Liddell,,"Raymond James Financial Services, Inc. Clarence NY 9505 Main St",ryan.liddell@raymondjames.com,,Salesforce
9624408,,Fitz Hall,,,fitzhall.fhc@gmail.com,,List import
10998709,Inactive Investor,Kenneth Hamilton,,PFS Investments Inc. Hollywood FL 3349 N University Dr,kenneth.hamilton@primerica.com,,Salesforce
9643233,,Roberto Baggio,,,rbb@mailforspam.com,,List import
11177418,Inactive Investor,Christopher Edgar,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",christopher.edgar@ml.com,,Salesforce
10863067,Inactive Investor,Kenneth Morgan,,"Allstate Financial Services, LLC Saraland AL 1120 Shelton Beach Rd",kmorgan@allstate.com,,Salesforce
11143007,Inactive Investor,Shane Foster,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9629051,,Wayne Fitzgerald,,,info@tammiegilchrist.com,,List import
9559815,,Matthew Sugden,,,msugden@commonwealth.com,,List import
10930556,Inactive Investor,Frank Spinale,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",fspinale@worldcapitalbrokerage.com,,Salesforce
9635047,,Guy Milone,,,gmilone@acrescap.com,,List import
10815237,Inactive Investor,Daniel Robertson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",daniel.s.robertson@ampf.com,,Salesforce
11103589,Inactive Investor,Ron Fisher,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,ron.fisher@lpl.com,,Salesforce
5251464,,Yasser Ahmad,,,yahmad@ifgrr.com,,Web Form Fillout
10854511,Inactive Investor,Michael Cornwell,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,,,Salesforce
11165632,Inactive Investor,Michael Kwedar,,Kovack Securities Inc. Fort Worth TX Private Residence,,,Salesforce
11235986,Inactive Investor,James Decosta,Vice President;Wealth Advisor,"Sandbox Financial Partners, LLC",james@sandboxfp.com,,Salesforce
9621440,,Kyle Louie,,,kylesok@yahoo.com,,List import
10758529,Inactive Investor,Paul Macuski,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",paul.macuski@ml.com,,Salesforce
10897230,Inactive Investor,Paul Arutt,,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
9622737,,Steven Pryor,,,stpryor1@gmail.com,,List import
5418724,,van has,,,rrmprjhblwp@karenkey.com,,Web Form Fillout
10031690,,Tammy Ross,,Heaven Sent My Angel,countrygirlross04@gmail.com,4706252795,Web Form Fillout
10889803,Inactive Investor,Manuel Gonzalez,Client Service Associate,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11169211,Inactive Investor,Madeline Rogers,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
228060,, -,,[Unknown],akwokusc@yahoo.com,,
10773997,Inactive Investor,R Wild,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
84682,,Joseph Kantakevich,,EagleStone Tax & Wealth,jkantakevich@estwa.com,,
9629383,,Dan Whisner,,,daniel.whisner@gmail.com,,List import
11182283,Inactive Investor,Kevin Brady,Wealth Advisor,MJP Wealth Advisors Westport CT 320 Post Rd W,kbrady@mjpwealthadvisors.com,,Salesforce
10892777,Inactive Investor,James Clausing,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9551982,,Anthony Paradise,,,sliceofparadise@icloud.com,,List import
10796391,Inactive Investor,Clinton Combs,,"Raymond James Financial Services, Inc. Arkansas City KS 118 W Chestnut Ave",clint.combs@raymondjames.com,,Salesforce
11203886,Inactive Investor,David Stahle,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
10958226,Inactive Investor,John Schudy,,NYLIFE Securities LLC Highland FL Private Residence,jschudy@ft.newyorklife.com,,Salesforce
10785255,Inactive Investor,Eric Stockley,,The Huntington Investment Company Ravenna OH 230 Cedar Ave,eric.stockley@huntington.com,,Salesforce
9466585,,Lian Zhu,,Lian Zhu,lianzhu365@gmail.com,,3rd Party Lead Gen
11114863,Inactive Investor,William Harrison,,The Huntington Investment Company Columbus OH 3350 Indianola Ave,william.harrison@huntington.com,,Salesforce
11073886,Inactive Investor,Michael Marge,Financial Advisor,Edward Jones Foxboro MA 30 Mechanic St,michael.marge@edwardjones.com,,Salesforce
9608952,,Osman harac,,,osmanharac@gmail.com,,List import
10604459,,Mark Vroman,Financial Planner,United Planners' Financial Services of America A Limited Partner,mark@g-settlements.com,480-991-0225,List Import
10797894,Inactive Investor,John Tsoukalas,,"Hennion & Walsh, Inc.",jtsoukalas@hennionandwalsh.com,,Salesforce
9561223,,John Lowry,,,johnlowry@cambridgeresource.com,,List import
10797348,Inactive Investor,Craig Joseph,Financial Consultant,"Osaic Wealth, Inc. Toledo OH 4041 W Sylvania Ave",,,Salesforce
9633100,,david bradford,,,dave.bradford@crossmark.com,,List import
11122654,Inactive Investor,James Quirk,Financial Advisor,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",james.quirk@equitable.com,,Salesforce
10993923,Inactive Investor,David Liu,,"RBC Capital Markets, LLC",,,Salesforce
11020698,Inactive Investor,Sabrina Acheckzai,,J.P. Morgan Securities LLC San Jose CA 2199 Monterey Hwy,sabrina.acheckzai@jpmorgan.com,,Salesforce
11107305,Inactive Investor,Rico Rodriguez,Private Client Banker,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,rico.rodriguez@jpmorgan.com,,Salesforce
11218694,,Matthew Stopnik,,,matthew.stopnik@rbc.com,,Other
9569461,,Claudio dei Zanetti,,,eguazzoni@zanett.com,,List import
11019196,Inactive Investor,Daniel Evans,Financial Advisor,Ridgeline Wealth Planning LLC,daniel@ridgelinewealthplanning.com,,Salesforce
3442152,,Chris Singh,,,chrissingh@pm.me,,Web Form Fillout
9608464,,Patrick Christie,,,patchristie@optonline.net,,List import
10956314,Inactive Investor,Jayateerth Rao,,Goldman Sachs & Co.,,,Salesforce
9545125,,William Anastas,,,wanastas@fscadvisor.com,,List import
10827884,Inactive Investor,Christopher Lee,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,christopher.lee@fidelity.com,,Salesforce
11090408,Inactive Investor,John Schnieders,Principal,"Schnieders Capital Management, LLC.",john@schniederscapital.com,,Salesforce
9624244,,Goran Jovicic,,,gjovicic@hotmail.com,,List import
10611991,,Susan McKenna,Financial Advisor,,susan.mckenna@raymondjames.com,,List Import
10935978,Inactive Investor,Antonio Galliani,Vice President,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,antonio.galliani@citi.com,,Salesforce
9587391,,James Yeh,,,jyeh@citadelgroup.com,,List import
9558300,,Brian Suth,,,bsuth37@aol.com,,List import
10908462,Inactive Investor,Jackson Obergfell,,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,jackson.obergfell@morganstanley.com,,Salesforce
10785693,Inactive Investor,Ervin Decker,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Norman OK 3600 W Robinson St,ervin.x.decker@jpmorgan.com,,Salesforce
10970415,Inactive Investor,Travis Rothlisberger,,LPL Financial LLC San Diego CA 4707 Executive Dr,travis.rothlisberger@lpl.com,,Salesforce
10931783,Inactive Investor,Brian Tewksbury,,Stonex Securities Inc. Citrus Heights CA 7430 Kalamazoo Dr,brian.tewksbury@saswealth.com,,Salesforce
11148971,Inactive Investor,Lionell Stovall,,"Wells Fargo Clearing Services, LLC Florrisant MO Private Residence",,,Salesforce
11107272,Inactive Investor,Benjamin Buck,,J.P. Morgan Securities LLC Hercules CA 4040 San Pablo Ave,benjamin.buck@jpmorgan.com,,Salesforce
11140378,Inactive Investor,Jeremy Pritchett,Financial Advisor,Edward Jones Colleyville TX 1117 Glade Rd,j.pritchett@edwardjones.com,,Salesforce
9648265,,Donald Dean,,,donald@donalddean.com,,List import
10852865,Inactive Investor,Michael Barone,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",michael.barone@nm.com,,Salesforce
10896808,Inactive Investor,Bruce Iacono,Private Client Advisor,J.P. Morgan Securities LLC Brewster NY 700 Clock Tower Cmns,bruce.iacono@jpmorgan.com,,Salesforce
8544,,Anthony Damiro,,[[Unknown]],segantcapital@outlook.com,,Direct
43940,,Rebecca Paterik,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner,rbpaterik@unitedplanners.com,800-966-8737,
8480464,,Taha Baggia,,Calamos Investments,tbaggia@calamos.com,(866) 877-1499,List Import
11028600,Inactive Investor,William Ham,,"Cambridge Investment Research, Inc. Lubbock TX 12219 Quaker Ave",,,Salesforce
10940266,Inactive Investor,Brian Melton,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,bmelton@primerica.com,,Salesforce
10764199,Inactive Investor,Brian Oakes,Senior Vice President,Morgan Stanley Fresno CA 5250 N Palm Ave,brian.oakes@morganstanley.com,,Salesforce
139097,,Eric Olwert,,Advisory Services Network,eolwert@metlife.com,734-995-2599,
11113030,Inactive Investor,Jie Chung,,"Wells Fargo Clearing Services, LLC Manhattan Beach CA 1129 N Sepulveda Blvd",,,Salesforce
11131327,Inactive Investor,Scott Gordon,,"Pruco Securities, LLC. Albany NY 125 Wolf Rd",scott.gordon@prudential.com,,Salesforce
9641211,,sean white,,,drums4life98@live.com,,List import
10530029,,Aadil Ahmed,,,aadilahmed05@gmail.com,,Web Form Fillout
11146775,Inactive Investor,Nancy Johnson,Division Leader,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,nancy.johnson@primerica.com,,Salesforce
11169339,Inactive Investor,John Fearnow,Client Service Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11046469,Inactive Investor,Andrew Dupree,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
76071,,Benjamin Casso,Insurance Strategist,"The Ayco Company, L.P.",bcasso@ayco.com,972-701-1000,
10793467,Inactive Investor,Brandon Wooters,,Edward Jones Portland OR 1237 NE M L King Blvd,brandon.wooters@edwardjones.com,,Salesforce
5287766,,William Sluys,,,bsluys2@gmail.com,,Web Form Fillout
11092406,Inactive Investor,Andrew Denney,Senior Investment Consultant,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,ddenney@rwbaird.com,,Salesforce
10920717,Inactive Investor,Ernest Ceccato,Financial Advisor,"Founders Financial Alliance, LLC Hickory NC 439 4th St SW",ernest.ceccato@foundersfa.com,,Salesforce
11029599,Inactive Investor,Mary Scott,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 380 Knollwood St",,,Salesforce
10558594,,Dom F,,,domflanuk@hotmail.com,,Web Form Fillout
9604729,,Mark Baker,,,mark@rbaker.com,,List import
11033952,Inactive Investor,Brian Carter,,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",,,Salesforce
10846156,Inactive Investor,Catherine Hunter,Financial Advisor,"Raymond James & Associates, Inc. Charlotte NC 2115 Rexford Rd",catherine.hunter@raymondjames.com,,Salesforce
11021850,Inactive Investor,Richard Winer,,"Osaic Wealth, Inc. Northbrook IL 425 Huehl Rd",,,Salesforce
10918977,Inactive Investor,Brad Myers,,Transitional Broker LLC,,,Salesforce
98456,,Christopher Dougall,President,Dunnavan & Co.,dougall@dunnavan.com,612-630-1101,Manual List Upload
372792,,Anthony Davis,,United States,adavis@adxtruckgroup.com,,source
10820184,Inactive Investor,Hana Ferrari,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,hana.ferrari@ubs.com,,Salesforce
11031368,Inactive Investor,Zebulon McKinzey,Financial Planning Specialist;Practice Associate,"Ameriprise Financial Services, LLC Atlanta GA 1200 Abernathy Rd",zeb.mckinzey@ampf.com,,Salesforce
11169189,Inactive Investor,James Thomure,Financial Advisor,Edward Jones Wildwood MO 17221 New College Ave,jim.thomure@edwardjones.com,,Salesforce
11116633,Inactive Investor,Jonathan Owens,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",jonathan.owens@prudential.com,,Salesforce
11132633,Inactive Investor,Adam Johnson,Associate Financial Advisor,"Vantage Point Financial, LLC",,,Salesforce
10788229,Inactive Investor,James Clauser,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
11021575,Inactive Investor,Leah Ponce De Leon,,LPL Financial LLC Santa Rosa CA 3033 Cleveland Ave,,,Salesforce
11174565,Inactive Investor,Elyn Davis,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",elyn.davis@schwab.com,,Salesforce
10979508,Inactive Investor,Robert Micklus,,J.P. Morgan Securities LLC Springfield IL 200 S Dirksen Pkwy,robert.micklus@chase.com,,Salesforce
10820103,Inactive Investor,Stephen Valentine,Executive Director,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10756171,Inactive Investor,Emily Domash,Financial Advisor;Financial Planning Specialist,Morgan Stanley Worcester MA 100 Front St,,,Salesforce
11029308,Inactive Investor,Canyon Hayes,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
11079593,Inactive Investor,Kyle Sharp,,"Northwestern Mutual Investment Services, LLC Long Beach CA 100 W Broadway",kyle.sharp@nm.com,,Salesforce
9624990,,Anson Pun,,,ansonapforever@gmail.com,,List import
10907932,Inactive Investor,Jeffrey Williams,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,,,Salesforce
10872708,Inactive Investor,Wasian Wowor,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",wasian.wowor@ml.com,,Salesforce
1005606,Inactive Investor,James Robertson,President,Robertson Capital,brobertson@rocapital.com,1-972-713-5070,3rd Party Lead Gen
11098460,Inactive Investor,John Rawson,Financial Advisor;Portfolio Management Director;Second Vice President;Senior Vice President,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,john.rawson@morganstanley.com,,Salesforce
9630730,,James Harold,,,r.james.harold@gmail.com,,List import
10754391,Inactive Investor,Jessica Marlowe,Financial Advisor,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",jessica.marlowe@wellsfargoadvisors.com,,Salesforce
11033816,Inactive Investor,Erik Leff,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,erik_leff@vanguard.com,,Salesforce
11141333,Inactive Investor,Ali Yeke,,"U.S. Bancorp Investments, Inc. San Diego CA 16880 Bernardo Center Dr",ali.yeke@usbank.com,,Salesforce
10823552,Inactive Investor,Talonna Moore,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,talonna.moore@citigroup.com,,Salesforce
10832681,Inactive Investor,Kavon Moshfeghi,,Joseph Gunnar & Co. LLC,kmoshfeghi@jgunnar.com,,Salesforce
10987311,Inactive Investor,Vicki Deloske,,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",vicki.deloske@prudential.com,,Salesforce
11018800,Inactive Investor,Yesenia Partida,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",ysanchez3@ml.com,,Salesforce
9584164,,Joshua Goulding,,,josh@4jwealth.com,,List import
10983665,Inactive Investor,Jessy Gilger,Chief Compliance Officer,Sound Advisory,jessy@thesoundadvisory.com,,Salesforce
11231455,Inactive Investor,Brian Kenny,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11093534,Inactive Investor,Richard Von Loewe,Financial Advisor;First Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,richard.von.loewe@morganstanley.com,,Salesforce
9557356,,Teogonio Ayala,,,teo.ayala@suntrust.com,,List import
10830643,Inactive Investor,Bernardo Lira,,"American Portfolios Financial Services, Inc. Floral Park NY 99 Tulip Ave",blira@americanportfolios.com,,Salesforce
10768111,Inactive Investor,Kenneth Lloyd,,"MML Investors Services, LLC Quincy MA 234 Copeland St",klloyd@financialguide.com,,Salesforce
10914993,Inactive Investor,Douglas Niosi,Financial Advisor,"Osaic Wealth, Inc. Red Bank NJ 34 Shrewsbury Ave",,,Salesforce
10967360,Inactive Investor,Emily Phillips,Financial Advisor,"Ameriprise Financial Services, LLC Hayward WI 10617 Main St",emily.phillips@ampf.com,,Salesforce
11170684,Inactive Investor,Jenny Emery,,The Huntington Investment Company Clarkston MI 6430 Dixie Hwy,jenny.emery@huntington.com,,Salesforce
11186358,Inactive Investor,Mark Giordano,,LPL Financial LLC Pompton Lakes NJ 435 Ringwood Ave,mark.giordano@lpl.com,,Salesforce
10917247,Inactive Investor,Eric Gray,,"VALIC Financial Advisors, Inc. Shreveport LA Private Residence",eric.gray1@valic.com,,Salesforce
9619493,,Ronald Finke,,,rcfinke@stewcap.com,,List import
9569923,,Michael Zhuang,,,mzhuang@jgoldman.com,,List import
9622519,,Abdulmalik Muhammad,,,abdulmalikmuhammad693@gmail.com,,List import
10803719,Inactive Investor,Matthew Hodus,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated San Rafael CA 1111 A St",,,Salesforce
10845760,Inactive Investor,Timothy Cerny,,LPL Financial LLC Racine WI 1 Main St,timothy.cerny@lpl.com,,Salesforce
11119580,Inactive Investor,Heather Brassard,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,heather.brassard@fmr.com,,Salesforce
5061160,,seak tom,,,tedise8367@cadolls.com,,Web Form Fillout
11041061,Inactive Investor,John Yarbrough,,Stephens,jyarbrough@stephens.com,,Salesforce
22912,,John Young,"Director, Treasury and Financial Systems",Medical College of Wisconsin,jyoung@mcw.edu, +1 414 955 8013,Database Upload
349908,,Chris Massenburg,"Member, investment Advisor Representative","Openair Financial, Llc",chris@openairadvisers.com,214-233-6059,Manual List Upload
11236773,Inactive Investor,Joshua Driskill,Investment Advisor Representative,"Sound Income Strategies, LLC Purcell OK Private Residence",jdriskill@soundincomestrategies.com,,Salesforce
11189674,Inactive Investor,Derek Stephens,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 10805 Sunset Office Dr",derek.stephens@nm.com,,Salesforce
11076003,Inactive Investor,Thomas Durocher,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",thomas.e.durocher@ml.com,,Salesforce
11045162,Inactive Investor,Robert Toolan,,"Pruco Securities, LLC. Tallahassee FL 281 Pinewood Dr",rob.toolan@prudential.com,,Salesforce
11188120,Inactive Investor,Miguel Osio,Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,miguel.osio@morganstanley.com,,Salesforce
10962449,Inactive Investor,Konnor Gutting,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9551353,,Paul Beattie,,,pbeattie@btglobal.ca,,List import
10916044,Inactive Investor,Justin Giuliano,,Cetera Advisors LLC Westborough MA 1800 W Park Dr,,,Salesforce
10834418,Inactive Investor,Zachary Albert,Financial Advisor,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",zach.albert@rbc.com,,Salesforce
10986036,Inactive Investor,Timothy Wancket,,"Hantz Financial Services, Inc.",timothy.wancket@hantzgroup.com,,Salesforce
11138803,Inactive Investor,Richard Love,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pawleys Island SC 10267 Ocean Hwy",richard.love@ml.com,,Salesforce
10917423,Inactive Investor,Joel Torgerud,,"Osaic Wealth, Inc. La Crosse WI 3626 E Ave S",,,Salesforce
9609030,,Thuan Lam,,,thuanlambusiness@gmail.com,,List import
10772104,Inactive Investor,Steve Russell,Financial Advisor,"Wells Fargo Clearing Services, LLC Incline Village NV 938 Tahoe Blvd",steven.r.russell@wellsfargo.com,,Salesforce
11184599,Inactive Investor,Richard Gentry,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,richard.gentry@morganstanley.com,,Salesforce
11045958,Inactive Investor,Sahej Bhasin,Client Relationship Specialist;Investment Consultant,"Charles Schwab & Co., Inc. Santa Monica CA 826 Wilshire Blvd",,,Salesforce
10769484,Inactive Investor,Kathy Clay,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",kathy_clay@truist.com,,Salesforce
10618866,,Jill Willis,,,jill.willis@rbc.com,,List Import
9556467,,bach pham,,,bach@bepay.finance,,List import
11129100,Inactive Investor,Steven Laporta,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",steven_s_laporta@ml.com,,Salesforce
222477,,paul gan,,[Unknown],naturedr@hotmail.com,,source
11095244,Inactive Investor,Kyle Townsend,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",kyle.townsend@ampf.com,,Salesforce
10858385,Inactive Investor,Brian Ewell,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",brian.ewell@ampf.com,,Salesforce
11076998,Inactive Investor,Timothy Smith,,Key Investment Services LLC Stamford CT 2386 Summer St,timothy.smith@key.com,,Salesforce
9644237,,Kevin Mlynarek,,,kevin@idealtraits.com,,List import
10787094,Inactive Investor,Monica Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,monica.smith@fidelity.com,,Salesforce
11041396,Inactive Investor,Mallory Morgan,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11142553,Inactive Investor,Angela Reseburg,Senior Registered Associate;Wealth Management Professional,Morgan Stanley Green Bay WI 111 N Washington St,angela.reseburg@morganstanley.com,,Salesforce
10823846,Inactive Investor,Mishelle Herrera Agudelo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
156164,,Ray Murray,,[Unknown],raym39080@gmail.com,,Advertising
10845792,Inactive Investor,Steven Katzenstein,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",,,Salesforce
9637719,,Kendra Patrick,,,kendrap@cicf.org,,List import
11123518,Inactive Investor,Amanda Blum,,"Northwestern Mutual Investment Services, LLC Denver CO Private Residence",,,Salesforce
10848772,Inactive Investor,Daniel Funderburk,,"Cambridge Investment Research, Inc. Grand Junction CO 372 Ridges Blvd",,,Salesforce
74485,,Denny Marinich,"President, Principal","Future Financial Wealth Management Group, Llc",denny@future-financial.net,513-817-3131,Manual List Upload
199848,,Frank GIBIER-PASCOLI,,[Unknown],contact@guanyin.fr,,
10871702,Inactive Investor,Daniel Buchman,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,dan.buchman.mj90@statefarm.com,,Salesforce
9557579,,Jason Burns,,,firemakker@gmail.com,,List import
11196445,Inactive Investor,Richard Ferman,,J.P. Morgan Securities LLC,richard.ferman@jpmorgan.com,,Salesforce
343326,, -,,[[Unknown]],kiosk_t@163.com,,
57799,,Andy Weng,,"Transamerica Financial Advisors, Inc",andy.weng@transamerica.com,425-430-4491,
10910333,Inactive Investor,Frances Tucciarone,,J.P. Morgan Securities LLC Bronxville NY 132 Pkwy Rd,frances.tucciarone@jpmorgan.com,,Salesforce
11142251,Inactive Investor,Everon Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",everon.brown@ml.com,,Salesforce
10755367,Inactive Investor,Kristin Seed,Complex Administrative Manager,"Raymond James & Associates, Inc. Paradise Valley AZ 8501 N Scottsdale Rd",kristin.seed@raymondjames.com,,Salesforce
11172887,Inactive Investor,Colby Fair,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",colby.fair@ml.com,,Salesforce
9557179,,Jonathan Quattlebaum,,,jonathanquattlebaum576@yahoo.com,,List import
340981,,Paul Kalra,Investment Adviser Representative,"Royal Fund Management, Llc",paul@kalra.org,352-750-1637,Manual List Upload
11161064,Inactive Investor,John Morris,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",johnmorris2@financialguide.com,,Salesforce
11018472,Inactive Investor,Christian Barrett,,J.P. Morgan Securities LLC Rye NY 73 Purchase St,christian.barrett@jpmorgan.com,,Salesforce
11164428,Inactive Investor,William Mann,,"Farmers Financial Solutions, LLC Roanoke VA 508 Gus W Nicks Blvd NE",,,Salesforce
10614257,,Karen Pomerantz,Financial Advisor,,karen.m.pomerantz1@wellsfargoadvisors.com,,List Import
11133496,Inactive Investor,Andrew Sullivan,Director;Financial Advisor,"Harbor Investment Advisory, LLC",asullivan@harborllc.com,,Salesforce
10644362,,Petya Kaloferova,,,petya.kaloferova@morganstanley.com,,List Import
9549028,,Solomon Jeong,,,solomon.jeong@surveyor-capital.com,,List import
10903801,Inactive Investor,Durward Johnson,Regional Vice President,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,durward.johnson@primerica.com,,Salesforce
9569805,,Stylianos Papatolias,,,stylianospapatolias@hotmail.com,,List import
10810235,Inactive Investor,Michael Laine,Financial Advisor,LPL Financial LLC El Segundo CA 126 Lomita St,michael.laine@lpl.com,,Salesforce
11188779,Inactive Investor,Steven Berman,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,steven.berman@primerica.com,,Salesforce
163040,,bruce nguyen,,[Unknown],brucenguyenhcm@gmail.com,,
9629168,,Geordie Manolas,,,gmanolas@gmail.com,,List import
10777844,Inactive Investor,Olivia Bowles-Kymer,Senior Registered Associate,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,olivia.bowles@morganstanley.com,,Salesforce
10509876,,"Alex von Obelitz, CFA",Head of ETF Business Strategy,Goldman Sachs Asset Management,alex.vonobelitz@gs.com,,List Import
11114425,Inactive Investor,Marci Miritello,,Cetera Advisor Networks LLC Mount Kisco NY 40 Radio Circle Dr,,,Salesforce
11144773,Inactive Investor,George Dimatteo,,Morgan Stanley Buffalo NY 450 Essjay Rd,george.dimatteo@morganstanley.com,,Salesforce
10808648,Inactive Investor,Eleanor Waldruff,,"Avantax Investment Services, Inc. Charlottesville VA 0 Court Sq",,,Salesforce
11128455,Inactive Investor,Patrick Mulheran,,"Osaic Wealth, Inc. Minneapolis MN 5505 Hwy 169 N",,,Salesforce
11040919,Inactive Investor,Gerald Norris,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,gerald.norris@ubs.com,,Salesforce
10780415,Inactive Investor,Gregory Syrios,Managing Director;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",gregory.syrios@wellsfargoadvisors.com,,Salesforce
11107285,Inactive Investor,Mary DePalma,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,mary.e.depalma@jpmorgan.com,,Salesforce
11050332,Inactive Investor,Justin O'Ferrall,Chief Compliance Officer;Founder;President,O'Ferrall Advisory Services,justin@thefinanciallybrave.com,,Salesforce
9596215,,Bruce Konners,,,bkonners@envisionco.net,,List import
11013286,Inactive Investor,Christian Taylor,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",christian.taylor@prudential.com,,Salesforce
139348,,Gerry Oconnell,,Bakeravenue,go@bakerave.com,,
11209077,Inactive Investor,Eric Kallen,Member;President;Regulatory Contact,Hayek Kallen Investment Management L.L.C. Charlottesville VA 3 Boars Head Ln,eric@hayekkallen.com,,Salesforce
10841951,Inactive Investor,Derek Johnston,,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",,,Salesforce
10938060,Inactive Investor,Stephen Abowd,,PFS Investments Inc. Wixom MI 28221 Beck Rd,stephen.abowd@primerica.com,,Salesforce
11101383,Inactive Investor,Skyler Denny,Chief Compliance Officer;Founder,Legacy Financial Designs,skyler.denny@legacyfd.com,,Salesforce
11140175,Inactive Investor,Marta Bartolacci,,Cetera Investment Services LLC Pewaukee WI N27W23957 Paul Rd,marta.bartolacci@ceterais.com,,Salesforce
4591867,,John Johnson,,,mirandapink@putrajayabaya.skom.id,,Web Form Fillout
11053656,Inactive Investor,Oscar Gutierrez,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",oscar.gutierrez@tfaconnect.com,,Salesforce
11230904,Inactive Investor,Christopher Williams,,LPL Financial LLC Kansas City MO 4700 Belleview Ave,,,Salesforce
11140559,Inactive Investor,Svitlana Popyk,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",svitlana.sheppard@ml.com,,Salesforce
10813849,Inactive Investor,Jill Vanderkam,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",jill.vanderkam@valic.com,,Salesforce
9616298,,Benjamin Tan,,,shtan.benjamin@gmail.com,,List import
10949506,Inactive Investor,Daniel Martins,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.martins@jpmorgan.com,,Salesforce
10902120,Inactive Investor,Jamie Brown,Senior Investment Officer,"Endowment Wealth Management, Inc.",jamie@endowmentwm.com,,Salesforce
9635501,,Brittany Fultz,,,brittany@lccapital.net,,List import
10401234,,John Lorenzo,,,johnlorenzoinspections@gmail.com,,Web Form Fillout
11146422,Inactive Investor,Renee Hyde,,State Farm VP Management Corp. Windsor CA 9082 Windsor Rd,,,Salesforce
10846070,Inactive Investor,Daniel Higgins,Financial Advisor,Edward Jones Pasadena MD 4100 Mountain Rd,dan.higgins@edwardjones.com,,Salesforce
11185067,Inactive Investor,Ofer Vadel,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11176737,Inactive Investor,James McAleese,,"Next Financial Group, Inc. Wellington OH Private Residence",,,Salesforce
9574623,,Steven Devlin,,,devlin.steve@principal.com,,List import
11043750,Inactive Investor,Scott Zelnick,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",scott.zelnick@stifel.com,,Salesforce
10615018,,John Martin,"Financial Advisor, Vice President",,john.t.martin@morganstanley.com,,List Import
11097429,Inactive Investor,Ryan Tracy,Senior Vice President - Investment Consultant,"Marquette Associates, Inc.",rtracy@marquetteassociates.com,,Salesforce
11096365,Inactive Investor,Matthew Hoffman,Executive Director,"Wells Fargo Clearing Services, LLC",matthew.hoffman@wellsfargoadvisors.com,,Salesforce
9576973,,Ahmet Oral,,,ahmet.oral@opetfuchs.com.tr,,List import
10815875,Inactive Investor,Peter Lougheed,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,pete.lougheed@morganstanley.com,,Salesforce
10647764,,Tyler Richey,,,tyler@assetsolutionsria.com,,List import
11018633,Inactive Investor,Johanna Chang,,J.P. Morgan Securities LLC Glendale AZ 3502 W Bell Rd,johanna.chang@jpmorgan.com,,Salesforce
11007257,Inactive Investor,Treveon Ellegan,,"Prudential Annuities Distributors, Inc",treveon.ellegan@prudential.com,,Salesforce
10913136,Inactive Investor,Robert Zesch,,"Equitable Advisors, LLC San Angelo TX 430 W Beauregard Ave",robert.zesch@equitable.com,,Salesforce
11039298,Inactive Investor,Daniel Peckham,,Morgan Stanley East Lansing MI 2900 West Rd,,,Salesforce
10766495,Inactive Investor,Robert Gaudreau,,Leerink Partners LLC,bobg@leerink.com,,Salesforce
10980916,Inactive Investor,Leslie Montes De Oca,Financial Advisor,LPL Financial LLC Miami FL 9747 NW 41st St,leslie.deoca@lpl.com,,Salesforce
9549144,,Ronald Gutfleish,,,ron@elmridgecap.com,,List import
234861,, -,,[[Unknown]],jfhoeme@gmail.com,,
11212384,Inactive Investor,Peter Arcabascio,,BNY Mellon Securities Corporation Boston MA 201 Washington St,peter.arcabascio@bnymellon.com,,Salesforce
10928697,Inactive Investor,Mark Lind,,"Fortune Financial Services, Inc. Coraopolis PA Private Residence",mdl@fortunefinancialservices.com,,Salesforce
10996271,Inactive Investor,Clarissa Reyes,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",clarissa.reyes@tfaconnect.com,,Salesforce
11162751,Inactive Investor,Robert Doll,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Johns FL 2853 County Road 210 W",robert.doll@ml.com,,Salesforce
9596590,,Robert Wills,,,chapsmith@gmail.com,,List import
339954,,Jon Karp,Limited Partner,Wpwealth Llp,jon.karp@wpcpa.com,817-259-9100,Manual List Upload
10889913,Inactive Investor,Gustavo De Chavez,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",gus.ruizdechavez@nm.com,,Salesforce
11146959,Inactive Investor,Alecia Francis,,State Farm VP Management Corp. Richardson TX 1415 State St,aleciafrancis@statefarm.com,,Salesforce
10986411,Inactive Investor,Matthew Reinhardt,Wealth Advisor,"Buckingham Strategic Wealth, LLC Morgan Hill CA 17190 Monterey St",mreinhardt@buckinghamgroup.com,,Salesforce
10815890,Inactive Investor,Jean Hoffmann,Financial Representative,"Northwestern Mutual Investment Services, LLC Marion OH Private Residence",jean.hoffmann@nm.com,,Salesforce
11055117,Inactive Investor,Kali Lambert,Wealth Management Associate,"Raymond James & Associates, Inc. Lutherville Timonium MD 1954 Greenspring Dr",kali.lambert@raymondjames.com,4432997448,Salesforce
10974918,Inactive Investor,Alec Vernon,,The Huntington Investment Company Columbus OH 380 S Hamilton Rd,alec.vernon@huntington.com,,Salesforce
11208364,Inactive Investor,David McKee,Chief Compliance Officer;President,"Accordant Advisory Group, Inc. Fairfax VA 4035 Ridge Top Rd",,,Salesforce
10866784,Inactive Investor,John Newberry,,NYLIFE Securities LLC Macon GA 450 Northside Xing,jnewberry@ft.newyorklife.com,,Salesforce
10347726,,LaDonna HUBERT,,,jarrid.berry@bofa.com,,Web Form Fillout
10904192,Inactive Investor,Stephen Lee,,LPL Financial LLC South San Francisco CA 611 Gateway Blvd,stephen.j.lee@lpl.com,,Salesforce
11090803,Inactive Investor,Deborah Wallace,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
150994,,Jay Tuscano,,[Unknown],sanjay.tuscano@gmail.com,,Organic Search
10813356,Inactive Investor,Linda Smith,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Regulatory Contact,Crescat Portfolio Management LLC,lsmith@crescat.net,,Salesforce
11028635,Inactive Investor,John O'Connor,,"Freedom Investment Management, Inc.",,,Salesforce
10792051,Inactive Investor,Steven Meier,,NYLIFE Securities LLC Columbus OH 150 E Mound St,smeier@ft.newyorklife.com,,Salesforce
11077724,Inactive Investor,Michele Perry,,J.P. Morgan Securities LLC Arvada CO 8015 Kipling St,michele.r.perry@jpmorgan.com,,Salesforce
10851105,Inactive Investor,Max Peretzky,Financial Advisor,"Raymond James & Associates, Inc. Cincinnati OH 201 E 5th St",zack.peretzky@raymondjames.com,,Salesforce
10842024,Inactive Investor,Enrique Alvarez,Chief Compliance Officer;Managing Member;Owner,"Retirement Doctor, LLC",eja@retirementdoctor.com,,Salesforce
11005663,Inactive Investor,Ha Neur Kim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",,,Salesforce
11042547,Inactive Investor,Dontae Christian,,"Northwestern Mutual Investment Services, LLC New York NY 103 E 125th St",dontae.christian@nm.com,,Salesforce
11082754,Inactive Investor,Joie Ann Samson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9636814,,Mark Clifford,,,mark.clifford@wcmadvisors.com,,List import
11161040,Inactive Investor,Jennifer Santaniello,Vice President,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",jennifer.santaniello@stifel.com,,Salesforce
10902534,Inactive Investor,Joseph Teifer,,"Herbert J. Sims & Co, Inc. Red Bank NJ 331 Newman Springs Rd",jteifer@hjsims.com,,Salesforce
10831052,Inactive Investor,Richard Rogers,Financial Advisor;Member;Partner;Regulatory Contact,"Quantitative Process, LLC",rrogers@quantpro.com,,Salesforce
9631942,,Melvin K. Perez,,,melvinkperezrivera@gmail.com,,List import
339905,,Anthony Frandina,"Vice President, Secretary - Treasurer","Trubee, Collins & Co., Inc.",afrandina@trubeecollins.com,716-849-1401,Manual List Upload
10243521,,Alex Sebastiani,,,sebastiani.a@hotmail.com,,Web form fillout
11024085,Inactive Investor,Kathryn Okusa,,"Osaic Wealth, Inc. Herndon VA 719 Pine St",,,Salesforce
10884071,Inactive Investor,James McComb,Private Client Advisor,J.P. Morgan Securities LLC Stafford VA 40 Prosperity Ln,,,Salesforce
10954215,Inactive Investor,Drew Horst,,"Osaic Wealth, Inc. Clive IA 1820 NW 118th St",,,Salesforce
11062180,Inactive Investor,Gina Mansel,,"Raymond James Financial Services, Inc. Hutchinson KS 1 N Main St",gina.mansel@raymondjames.com,,Salesforce
10923248,Inactive Investor,James Ferrari,Financial Advisor;Financial Professional,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",jferrari@financialguide.com,,Salesforce
9584102,,Angelique Ayala,,,aayala@massmutual.com,,List import
11137790,Inactive Investor,Aevry Drue Napoleon,,J.P. Morgan Securities LLC Vancouver WA 14011 NE 10th Ave,,,Salesforce
11177334,Inactive Investor,Raimundo Mizrachi,,"Farmers Financial Solutions, LLC San Francisco CA 555 Montgomery St",rmizrachi@farmersagent.com,,Salesforce
9645798,,Roman Vorontsov,,,romzess@ukr.net,,List import
11188543,Inactive Investor,Christopher Messick,,J.P. Morgan Securities LLC Idaho Falls ID 1711 S 25th E,christopher.messick@jpmorgan.com,,Salesforce
10944061,Inactive Investor,Kristopher Etter,Chief Compliance Officer;President;Principal;Shareholder,"Beacon Financial Planners, Inc",ketter@beaconfinancialplanners.com,,Salesforce
10808034,Inactive Investor,Cheryl Nelson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",,,Salesforce
10956162,Inactive Investor,Gabriel Mass,Chief Compliance Officer;Managing Member;Portfolio Manager;President,Macro Ventures LLC,gabriel@macroventuresllc.com,,Salesforce
10784852,Inactive Investor,Charlie Yeung,Senior Vice President;Wealth Advisor,Citigroup Global Markets Inc. Flushing NY 3817 Main St,charlie.yeung@citi.com,,Salesforce
3904911,,?? ??,,,qq7522@outlook.com,,Web Form Fillout
9547749,,YS Loh,,,yaosheng.loh@cba.com.au,,List import
10855928,Inactive Investor,Jason Marty,Chief Compliance Officer;Financial Advisor;President,401k Investment Professionals,jmarty@401kinvestmentprofessionals.com,,Salesforce
4339554,Inactive Investor,Leslie Whitney,Field Consultant,Dimeo Schneider & Associates LLC,lwhitney@dimeoschneider.com,(312) 853-1000,
11121000,Inactive Investor,Krissa Glenn,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
10913221,Inactive Investor,Brian Harris,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
9591453,,Mark Danzi,,,mdanzi@mangroveequity.com,,List import
10773845,Inactive Investor,Michael Levin,Branch Manager;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Boca Raton FL 2385 NW Executive Center Dr,mlevin@janney.com,,Salesforce
11175947,Inactive Investor,Frank Sposato,,"Trustmont Financial Group, Inc. Allendale NJ Private Residence",,,Salesforce
9604677,,Rui Branco,,,ruimiguelbatistabranco@gmail.com,,List import
11207155,Inactive Investor,David Lynne,Financial Professional,"Equitable Advisors, LLC Winfield Park NJ Private Residence",david.lynne@equitable.com,,Salesforce
9542639,,Jennifer McDonald,,,mcdonaldj1005@gmail.com,,List import
11043900,Inactive Investor,Steele Arthur,Financial Advisor,"Pruco Securities, LLC. Baytown TX Private Residence",steele.arthur@prudential.com,,Salesforce
9615596,,Leo Borrell,,,lborrellvc@hotmail.com,,List import
10794762,Inactive Investor,Phillip Ebner,,J.P. Morgan Securities LLC Minneapolis MN 650 3rd Ave S,phillip.ebner@jpmorgan.com,,Salesforce
10696283,,James Deats,,TIAA,james.deats@tiaa.org,,List Import
11005383,Inactive Investor,Don Oharroll,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11173891,Inactive Investor,William Liberti,Chief Compliance Officer;Chief Executive Officer,Wealth Effects,wliberti@w-effects.com,,Salesforce
10987638,Inactive Investor,Sandra Mcmurray,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10847628,Inactive Investor,Eric Kenney,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 1704 NM 528 NW",,,Salesforce
10980362,Inactive Investor,Katherine Kerns,,SECU Brokerage Services Huntersville NC 10411 Arahova Dr,katie.kerns@ncsecu.org,,Salesforce
9643713,,Elssy Rifkind,,,elssy@rifkindlawgroup.com,,List import
10761306,Inactive Investor,William Samay,Managing Director;Portfolio Manager;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",william_samay@ml.com,,Salesforce
11068429,Inactive Investor,Guadalupe Martinez,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,lupe.martinez.kewr@statefarm.com,,Salesforce
10888856,Inactive Investor,Sean Lawrence,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sean.lawrence@tiaa.org,,Salesforce
8261594,,Ima Guy,,,suvyp@mailinator.com,,Web form fillout
11143342,Inactive Investor,Melanie Samoska,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",melanie.samoska@bofa.com,,Salesforce
10988018,Inactive Investor,Richard Fernandez,,"Farmers Financial Solutions, LLC Pinole CA 2200 Pear St",rfernandez@farmersagent.com,,Salesforce
10946018,Inactive Investor,Jenifer Sapel,,The Wealth Consulting Group Greenwood Village CO Private Residence,jsapel@wealthcg.com,,Salesforce
10774171,Inactive Investor,Joseph Michael,Financial Advisor;Senior Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,joseph.michael@morganstanley.com,,Salesforce
10909695,Inactive Investor,John Lynch,Founder,Lynch Financial Group,jlynch@lynchfinancialgroup.com,,Salesforce
10887730,Inactive Investor,Peter Osemobor,,"Dinosaur Financial Group, L.L.C",posemobor@dinogroup.com,,Salesforce
10778366,Inactive Investor,Michael Galasso,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.galasso@morganstanley.com,,Salesforce
10978286,Inactive Investor,Alexandra Martin,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
10976631,Inactive Investor,William Sum,,NYLIFE Securities LLC Sugar Land TX 13135 Dairy Ashford Rd,wsum@ft.newyorklife.com,,Salesforce
190234,,Steve Schmitz,,ASFC,steve.schmitz@amsfco.com,480-266-9590,
9551566,,Francisco Santos,,,santos@opreturnfund.com,,List import
11174950,Inactive Investor,Olga Pappas,Financial Planning Associate;Senior Client Associate;Service Associate,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,olga.pappas@morganstanley.com,,Salesforce
11057732,Inactive Investor,Tyler Trevillyan,Financial Advisor,Edward Jones Rapid City SD 651 N Creek Dr,tyler.trevillyan@edwardjones.com,,Salesforce
11067389,Inactive Investor,Daniel Blackley,,State Farm VP Management Corp. Indianapolis IN 11624 E Washington St,,,Salesforce
10840672,Inactive Investor,Ruiying Tang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 4357 Ferguson Dr",ruiying.tang@tfaconnect.com,,Salesforce
11014719,Inactive Investor,Robert Stumpo,,HSBC Securities (USA) Inc. Wayne PA 150 N Radnor Chester Rd,,,Salesforce
10977668,Inactive Investor,Clifford Muzik,Wealth Relationship Manager,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,clifford.muzik@citi.com,,Salesforce
10780935,Inactive Investor,Leta Maye,,Morgan Stanley Alpharetta GA 1 Edison Dr,leta.maye@morganstanley.com,,Salesforce
10904845,Inactive Investor,Mark Sutherland,,"MML Investors Services, LLC Drums PA Private Residence",marksutherland@financialguide.com,,Salesforce
11038696,Inactive Investor,Jessica Litwin,,William Blair,jlitwin@williamblair.com,,Salesforce
10923889,Inactive Investor,Leigh Ritchey,Financial Advisor,"Osaic Wealth, Inc. Towson MD 200 Washington Ave",,,Salesforce
10950314,Inactive Investor,Andrew Lanphear,Wealth Advisor,"Dickmeyer Boyce Financial Management, Inc",,,Salesforce
11007345,Inactive Investor,Sheri Hendricks,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,sahendricks@ft.newyorklife.com,,Salesforce
11027123,Inactive Investor,Emily Forte,,"MML Investors Services, LLC Oklahoma City OK 6305 Waterford Blvd",eforte@financialguide.com,,Salesforce
9556620,,Ronald Millar,,,ronaldmillar@financialguide.com,,List import
11210241,Inactive Investor,Chad Guerrero,Assistant Director,"Northwestern Mutual Investment Services, LLC San Antonio TX Private Residence",,,Salesforce
10801793,Inactive Investor,Keith Cadden,Financial Advisor;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,keith.cadden@morganstanley.com,,Salesforce
10793392,Inactive Investor,Dale Woolhiser,,UBS Financial Services Inc. Missoula MT 100 Railroad St W,dale.woolhiser@ubs.com,,Salesforce
11182168,Inactive Investor,William Aigner,Client Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
10890498,Inactive Investor,Kathryn Mathis,,"American Fidelity Securities, Inc.",kate.mathis@af-group.com,,Salesforce
10487641,,Emily Niece,Financial Advisor,"Equitable Advisors, LLC",emmy.niece@equitable.com,,List Import
10876312,Inactive Investor,Charles George,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
373067,,Steve Cutt,,[Unknown],viperthe@yahoo.com,,source
10801925,Inactive Investor,Andrew Kinney,,"J.W. Cole Financial, Inc. Saint Charles MO 223 N Main St",,,Salesforce
10924735,Inactive Investor,Richard Ragold,,Cetera Investment Services LLC New Providence NJ 65 South St,,,Salesforce
11129472,Inactive Investor,Lischa Henderson-Eaglin,,"MML Investors Services, LLC Metairie LA 3838 N Causeway Blvd",,,Salesforce
10814508,Inactive Investor,Patrick McEwen,Financial Advisor,Edward Jones Hoffman Estates IL 2800 W Higgins Rd,patrick.e.mcewen@edwardjones.com,,Salesforce
340155,,Massie Paul,,[Unknown],paul.massie@innnovativeportfolios.com,,Event
9597449,,Tayo Azeez,,,lillianzoe58@gmail.com,,List import
10792506,Inactive Investor,Anita Grossman,,"Osaic FA, Inc. Cherry Hill NJ 1800 Chapel Ave W",anita.grossman@lfg.com,,Salesforce
10825947,Inactive Investor,Dennis Johnson,Vice President,"Stifel, Nicolaus & Company, Incorporated Mequon WI 11201 N Port Washington Rd",dennis.johnson@stifel.com,,Salesforce
10973906,Inactive Investor,Jeremy Myles,,"U.S. Bancorp Investments, Inc. Denver CO 8401 E Belleview Ave",,,Salesforce
10955586,Inactive Investor,Michael Wilson,,Commonwealth Financial Network,,,Salesforce
11209583,Inactive Investor,Andrew Whittaker,,Jefferies LLC Stamford CT 1 Station Pl,awhittaker@jefferies.com,,Salesforce
11191471,Inactive Investor,George Ingram,Senior Wealth Advisor,Glass Jacobson Wealth Advisors Rockville MD 800 King Farm Blvd,trey.ingram@glassjacobsonia.com,,Salesforce
10839012,Inactive Investor,Bryce Buchanan,Financial Advisor,Edward Jones Palm City FL 2900 SW Town Center Way,bryce.buchanan@edwardjones.com,,Salesforce
9551779,,Sean Conner,,,sean.conner@sanyamcapital.com,,List import
10989324,Inactive Investor,Eric Kearsh,,"Ameritas Investment Company, LLC Pittsburgh PA 11 Pkwy Ctr",eric.kearsh@ameritas.com,,Salesforce
9555424,,Eric Wilbur,,,ewilbur@massmutual.com,,List import
11231768,Inactive Investor,Marc Hsu,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,marc.hsu@fmr.com,,Salesforce
10894216,Inactive Investor,Matthew Leonard,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",matthew.leonard@ml.com,,Salesforce
11153083,Inactive Investor,Fred McLaughlin,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,fmclaughlin@rwbaird.com,,Salesforce
11044681,Inactive Investor,Michelle Ziegler,,"Transamerica Financial Advisors, Inc Madison WI 2901 W Beltline Hwy",michelle.ziegler@tfaconnect.com,,Salesforce
11153201,Inactive Investor,Indra Rodriguez,,"Transamerica Financial Advisors, Inc Jacksonville FL 7077 Bonneval Rd",indra.rodriguez@tfaconnect.com,,Salesforce
10867085,Inactive Investor,Thomas Andersen,,PFS Investments Inc. Wixom MI 28221 Beck Rd,thomas.andersen@primerica.com,,Salesforce
10904759,Inactive Investor,Tessa Mack,Financial Advisor,Edward Jones Circleville OH 214 W Main St,tessa.carpenter@edwardjones.com,,Salesforce
10645105,,Jorge Palacios,,,jorge.palacios@chase.com,,List Import
10926878,Inactive Investor,Troy Herman,,"Avantax Investment Services, Inc. Gering NE 1524 10th St",,,Salesforce
11036536,Inactive Investor,Bradley Close,,"Avantax Investment Services, Inc. Berkeley Springs WV 1680 Valley Rd",,,Salesforce
9620587,,Mahari Bailey,,,info@mahariyared.com,,List import
10938427,Inactive Investor,Adam Drewry,,"Parsonex Securities, Inc.",adam.drewry@parsonexsecurities.com,,Salesforce
9610802,,CHARLES YU,,,charles_kk_yu@verizon.net,,List import
10889229,Inactive Investor,Ryan Gripper,Assistant Vice President;Financial Consultant,"First Citizens Investor Services, Inc. Columbia SC 2760 Clemson Rd",ryan.gripper@firstcitizens.com,,Salesforce
11041980,Inactive Investor,Lucas Hiler,Private Client Banker,J.P. Morgan Securities LLC Cincinnati OH 4611 Eastgate Blvd,lucas.hiler@jpmorgan.com,,Salesforce
10767605,Inactive Investor,James Allen,Financial Advisor,Morgan Stanley Indianapolis IN 111 Monument Cir,james.n.allen@morganstanley.com,,Salesforce
11137326,Inactive Investor,Gloria Sedita,,Navigator Securities Limited Spring TX 10655 Six Pines Dr,gsedita@woodlandssecurities.com,,Salesforce
9616250,,Vaynshtok Pavel,,,pavel.vaynshtok@spglobal.com,,List import
346384,,Robert Hahn,Vice President,Connors Investor Services Inc,rhahn@connorsinvestor.com,610-376-7418,Manual List Upload
11127114,Inactive Investor,Douglas Hughes,,Cetera Advisor Networks LLC Wilmington IL 500 S Water St,,,Salesforce
11150630,Inactive Investor,Ginger Sweeney,,J.P. Morgan Securities LLC Show Low AZ 400 N White Mountain Rd,,,Salesforce
10938753,Inactive Investor,Jonathan Costanza,,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",jonathan.costanza@valic.com,,Salesforce
9613433,,Simon Fennell,,,sfennell@williamblair.com,,List import
9646576,,ML QUINN,,,mljq@ma.rr.com,,List import
10951772,Inactive Investor,Walter Ferguson,,Thrivent Investment Management Inc. Sanford NC 2524 Lee Ave,walter.ferguson@thrivent.com,,Salesforce
9572056,,John Kaden,,,john@navycapital.com,,List import
10824485,Inactive Investor,Robert Hisle,Director,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,rhisle@rwbaird.com,,Salesforce
201952,,Robert Sitanggang,,[Unknown],robertsitanggang3@gmail.com,,
152987,,Guilherme Rav,,[Unknown],gravache@gmail.com,,
11134306,Inactive Investor,Preston Watts,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Bend OR 175 SE Reed Market Rd",,,Salesforce
10828071,Inactive Investor,Mable Tsui,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 1160 Grant Ave",mable.tsui@wellsfargoadvisors.com,,Salesforce
10999917,Inactive Investor,Craig Monnin,,LPL Financial LLC Alpharetta GA 5755 N Point Pkwy,craig.monnin@lpl.com,,Salesforce
10967682,Inactive Investor,Maria Saric,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10620029,,Gina Corral,,,gcorral@oldsecond.com,,List Import
10778210,Inactive Investor,Kemilou Pomplun,Financial Advisor,"Wells Fargo Clearing Services, LLC Pawleys Island SC 227 Business Center Dr",kemilou.pomplun@wellsfargoadvisors.com,,Salesforce
10904301,Inactive Investor,Richard Lancaster,,"Avantax Investment Services, Inc. Evansville IN 3305 Washington Ave",,,Salesforce
11138687,Inactive Investor,Dean Cook,,"Raymond James Financial Services, Inc. Harrisburg PA 600 Corporate Cir",dean.cook@raymondjames.com,,Salesforce
10850650,Inactive Investor,Jon Jacobson,,"Raymond James Financial Services, Inc. Saint Croix Falls WI 825 US Hwy 8",jon.jacobson@raymondjames.com,,Salesforce
11146902,Inactive Investor,Michael Dickerson,Advisor,"Osaic Wealth, Inc. Zionsville IN 11622 N Michigan Rd",,,Salesforce
10976566,Inactive Investor,Carlos Klemprer,Chief Compliance Officer,Sancus Wealth Management LLC,,,Salesforce
9606494,,hyunwoo kim,,,hwk991011@gmail.com,,List import
10954222,Inactive Investor,Shane Holly,Shareholder,"Sage, Rutty & Co., Inc.",,,Salesforce
9640516,,Werner Opperman,,,werner@27four.com,,List import
9559350,,James McSweeney,,,jmcsweeney@davinci401k.com,,List import
101554,,TIMOTHEE MOULIN,,Focus Financial Partners,timotheemoulin2203@gmail.com,9146712061,
336713,,Eric Hahn,Managing Director - Trading & Analytics,"Ns Capital, Llc",ehahn@nscadvisor.com,866-676-6002,Manual List Upload
10618297,,Jeffrey Mercer,,,jeff.mercer@wellsfargoadvisors.com,,List import
10801948,Inactive Investor,Raymond Lederer,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",raymond_lederer@ml.com,,Salesforce
11161974,Inactive Investor,Steven Clissold,Chief Compliance Officer;President,SJC Capital Advisors LLC,,,Salesforce
11196923,Inactive Investor,Lynne Daw,,"Northwestern Mutual Investment Services, LLC Westborough MA 1400 Computer Dr",lynne.daw@nm.com,,Salesforce
10886682,Inactive Investor,Cheryl Maddox,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
11132587,Inactive Investor,John Hussa,Relationship Manager,Marco Investment Management LLC,,,Salesforce
10645122,,Delwin Roberts,,,randy.roberts@voyafa.com,,List Import
10924166,Inactive Investor,Mark Villani,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,mark.villani@fmr.com,,Salesforce
11150911,Inactive Investor,John Delappe,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",john.delappe@alex-brown.com,,Salesforce
10696227,,Claudia Batlle,,VectorGlobal WMG,cbatlle@vectorglobalwmg.com,,List import
11071575,Inactive Investor,Jeffrey Harris,Senior Vice President,Graypoint LLC,jharris@graypointllc.com,,Salesforce
10951122,Inactive Investor,Keeton Heggerness,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
10978005,Inactive Investor,Courtney Mitchko,Financial Advisor,Edward Jones Pittsburgh PA 190 Bilmar Dr,,,Salesforce
10787882,Inactive Investor,Jared Hopkins,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Norman OK 2500 Boardwalk",jared.hopkins@tiaa.org,,Salesforce
11029126,Inactive Investor,Meggen Illingworth,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",meggen.illingworth@nm.com,,Salesforce
10870691,Inactive Investor,Dylan O'Shea,,"Sanctuary Securities, Inc. Morristown NJ 89 Headquarters Plz",do-shea@sanctuarywealth.com,,Salesforce
10851086,Inactive Investor,Michael Sherman,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,michael.p.sherman@ubs.com,,Salesforce
11136017,Inactive Investor,Tyler Cook,,Thrivent Investment Management Inc. Minneapolis MN 7760 France Ave S,tcook@pksinvest.com,,Salesforce
10895185,Inactive Investor,Samuel Goldberg,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",samuel.goldberg@raymondjames.com,,Salesforce
342111,,Michael Stern,Managing Director,Kinneret Group,michael@kinneretgroup.com,,
10971133,Inactive Investor,Ann-Marie Jojola,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,hjgr5@primerica.com,,Salesforce
9621274,,Alex Garner,,,alex@sagecrestgroup.com,,List import
11026566,Inactive Investor,Ryan Mcdermott,Founder;Managing Member;Managing Partner;Regulatory Contact,Resolute Partners Group,,,Salesforce
9619320,,C. Smith,,,cds1212@gmail.com,,List import
11114097,Inactive Investor,Francisco Zapata-Fernandez,,"Citizens Securities, Inc. Irving TX 5221 N OConnor Blvd",francisco.zapata-fernandez@citizensbank.com,,Salesforce
10921815,Inactive Investor,Brayden Dunning,,"Raymond James Financial Services, Inc. Caldwell ID 708 Main St",brayden.dunning@raymondjames.com,,Salesforce
10916409,Inactive Investor,G Miguel Alves,Chief Compliance Officer;Founder;Managing Director,Vida Private Wealth LLC,mike@vidapw.com,,Salesforce
220609,,pedro velez,,[Unknown],p.velez67@gmail.com,,
9642042,,derrick gochan -,,,dergoc@aol.com,,List import
10804941,Inactive Investor,Joyce Yoo,,NYLIFE Securities LLC Chicago IL 500 W Madison St,jjyoo@ft.newyorklife.com,,Salesforce
11185559,Inactive Investor,Nicholas Delosa,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11165011,Inactive Investor,Peter Haselhoff,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",peter.haselhoff@wellsfargoadvisors.com,,Salesforce
9634546,,Poul Woo,,,pwoo@shufrorose.com,,List import
240514,,Chisholm Megan,,[Unknown],megan.chisholm@sheeleypartners.com,,Event
10887589,Inactive Investor,William Cully,,"Cambridge Investment Research, Inc. Steamboat Springs CO 2302 Ski Trail Ln",,,Salesforce
10884241,Inactive Investor,William Smith,Chief Compliance Officer;Fixed Income Trader;Managing Member;Portfolio Manager,"Harmont Fixed Income, LLC",,,Salesforce
10965476,Inactive Investor,Saeed Ahdoot,,"Wells Fargo Clearing Services, LLC Los Angeles CA 10789 W Pico Blvd",,,Salesforce
11071563,Inactive Investor,David Hogan,Chief Compliance Officer;Manager;Managing Director;Member;Owner;Portfolio Manager,LCI Advisors,dhogan@lewisandclarkadvisors.com,,Salesforce
10916161,Inactive Investor,Christopher Williams,Chief Executive Officer;Managing Member;President,Capital Fiduciary Advisors Ashburn VA 20130 Lakeview Center Plz,christopher@capitalfiduciaryadvisors.com,,Salesforce
9584556,,Edward LaPuma,,,elapuma@lcnpartners.com,,List import
11118437,Inactive Investor,Sara Arnold,,Commonwealth Financial Network Albuquerque NM 6759 Academy Rd NE,sarnold@commonwealth.com,,Salesforce
9579897,,Charles Meyer,,,chad@tuftoncapital.com,,List import
228204,, -,,[[Unknown]],raymondpittsjr@gmail.com,,Paid Search
158084,,Mo Atassi,,[Unknown],mo_atassi@yahoo.com,,Organic Search
11153632,Inactive Investor,George Gonzalez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,george.gonzalez@fidelity.com,,Salesforce
10853707,Inactive Investor,Jennifer Jones,,"Osaic Wealth, Inc. Crofton MD 2200 Defense Hwy",,,Salesforce
120001,,Melita Campbell,Advisor,"MML Investors Services, LLC",mcampbell@financialguide.com,813-286-3862,
10896859,Inactive Investor,Louis Simone,Regional Vice President;Retirement Planning Specialist,"Equitable Advisors, LLC Warwick RI 2348 Post Rd",louis.simone@equitable.com,,Salesforce
11126739,Inactive Investor,Katelyn Meuse,,Arete Wealth Strategists Denver CO Private Residence,katelyn@arete-ws.com,,Salesforce
10783309,Inactive Investor,Carl Kawabe,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",carl.kawabe@wellsfargoadvisors.com,,Salesforce
9624126,,Ukjin Janf,,,airmaeno@gmail.com,,List import
11040758,Inactive Investor,Terence Burns,Chief Compliance Officer;Founder;Managing Member;President,"Campion Asset Management, LLC",terence.burns@campionam.com,,Salesforce
9607030,,Priscilla Doelitsch,,,pdoelitsch@gmail.com,,List import
11125775,Inactive Investor,Patrick Fearis,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11195833,Inactive Investor,Darle Dudley,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
10978434,Inactive Investor,Claudia Neri,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,claudia.neri@jpmorgan.com,,Salesforce
11122062,Inactive Investor,Ramon Pimentel,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ramon_pimentel@vanguard.com,,Salesforce
9600585,,Marco Contreras,,,marco@linkedin.com,,List import
10997184,Inactive Investor,David Hartke,Financial Consultant,"Equitable Advisors, LLC Cincinnati OH Private Residence",david.hartke@equitable.com,,Salesforce
10846359,Inactive Investor,Steven Stremick,,"Osaic Wealth, Inc. Fargo ND 1155 13th Ave S",,,Salesforce
11182020,Inactive Investor,Corey Schaul,Wealth Strategist,LPL Financial LLC Sarasota FL Private Residence,c.schaul@lpl.com,,Salesforce
11112094,Inactive Investor,Jason Woodside,,Country Capital Management Company Pinckneyville IL 605 S Main St,jason.woodside@countryfinancial.com,,Salesforce
11236358,Inactive Investor,George Calhoun,Analyst,Stokes Family Office LLC,,,Salesforce
11183261,Inactive Investor,Amy Dunn,,"U.S. Bancorp Investments, Inc. Chesterfield MO 1050 S Woods Mill Rd",amy.dunn@usbank.com,,Salesforce
11013307,Inactive Investor,Thao Nguyen,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,,,Salesforce
10884280,Inactive Investor,Steven Hermann,Chief Executive Officer;Managing Member;Wealth Advisor,ProPartners Wealth,,,Salesforce
11125926,Inactive Investor,Er'Rynne Comstock,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",,,Salesforce
9613987,,Fathi Abualsaud,,,fabualsaud@hotmail.com,,List import
10840315,Inactive Investor,Jordyn Brown,Practice Associate,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",jordyn.n.brown@ampf.com,,Salesforce
11033930,Inactive Investor,Daniel Suhoski,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
10866062,Inactive Investor,Kevin Herrmann,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,kevin.herrmann.g0ji@statefarm.com,,Salesforce
11179776,Inactive Investor,Samuel Taylor,Chief Compliance Officer;Partner;Trustee;Vice President,"Heritage Investment Group, Inc.",,,Salesforce
10999867,Inactive Investor,Michael Biasella,,"Allstate Financial Services, LLC Massillon OH 2808 Lincoln Way E",mbiasella@allstate.com,,Salesforce
10932149,Inactive Investor,Grace Harvey,,"Farmers Financial Solutions, LLC Saint Louis MO 11628 Old Ballas Rd",,,Salesforce
11153242,Inactive Investor,Jeffrey Blanco,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10857768,Inactive Investor,Sarah Elder,,Purshe Kaplan Sterling Investments,sarah.elder@lpl.com,,Salesforce
10876631,Inactive Investor,Brandon Asevedo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.asevedo@fidelity.com,,Salesforce
11099883,Inactive Investor,Phillip Troyer,Chief Compliance Officer,OneDigital Investment Advisors,ptroyer@onedigital.com,,Salesforce
11001328,Inactive Investor,Renee Thomas,,"CapFinancial Securities, LLC. Sanford NC 603 Carthage St",,,Salesforce
11179618,Inactive Investor,Conni Wise,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",conni.geary@wellsfargoadvisors.com,,Salesforce
9565410,,steve roberts,,,steve.rob4556@gmail.com,,List import
11107697,Inactive Investor,Jeffrey Ruck,,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",ruckj@stifel.com,,Salesforce
201068,,Nicholas Jones,,[Unknown],jonesnick711@gmail.com,,
240748,,Wood Jackson,,[Unknown],jackson@freedomdaysolutions.com,,Event
11146800,Inactive Investor,Kira Williams,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",kira_williams@ml.com,,Salesforce
11105577,Inactive Investor,Nathaniel Johnson,,"Cambridge Investment Research, Inc. Medford NJ 7 Clarks Gap Ct",,,Salesforce
10818340,Inactive Investor,Krey Thompson,Chief Compliance Officer;Chief Operations Officer,"Riggs Capital Management, LLC",,,Salesforce
10896022,Inactive Investor,Joseph Sonnier,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joseph.sonnier@schwab.com,,Salesforce
10869753,Inactive Investor,Edward Cruz-Medrano,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",edward.cruz-medrano@schwab.com,,Salesforce
11019051,Inactive Investor,Katy Xia,,J.P. Morgan Securities LLC New York NY 26 Astor Pl,katy.xia@jpmorgan.com,,Salesforce
9628838,,Robert Diedrich,,,robert.diedrich@firstmidwest.com,,List import
10877386,Inactive Investor,Michael Ferris,Financial Advisor,LPL Financial LLC Cockeysville MD 225 International Cir,michael.ferris@lpl.com,,Salesforce
10899039,Inactive Investor,Eric Lanier,Financial Advisor,Edward Jones Whiteville NC 131 Jefferson St,eric.lanier@edwardjones.com,,Salesforce
9642173,,William Hudson,,,whudson@hudsonadvisors.com,,List import
11138423,Inactive Investor,Barry Sarin,Senior Vice President - Investments,"Raymond James & Associates, Inc. Paramus NJ 61 S Paramus Rd",barry.sarin@raymondjames.com,,Salesforce
10981119,Inactive Investor,Michael Larry,,Citigroup Global Markets Inc.,,,Salesforce
11124506,Inactive Investor,Douglas Neighbors,,"Allstate Financial Services, LLC Mansfield OH 1629 W 4th St",douglasneighbors@allstate.com,,Salesforce
10997428,Inactive Investor,Reyn Wicklund,,"SCF Securities, Inc. Honolulu HI Private Residence",rwicklund@scfinc.com,,Salesforce
10755636,Inactive Investor,Julie Vantilburg,,"Osaic FA, Inc. Pinole CA 2801 Pinole Valley Rd",,,Salesforce
11030177,Inactive Investor,Anthony Molettiere,Regional Leader,PFS Investments Inc. Chalfont PA 31 Oak Ave,amolettiere@primerica.com,,Salesforce
11216904,,Marc Larson,,,mlarson@russell.com,,Other
9607515,,Daniel Butterly,,,daniel.butterly@abbotdowning.com,,List import
9584085,,Randall Carrigan,,,rcarrigan@littleharboradvisors.com,,List import
11130166,Inactive Investor,Timothy Brennan,Financial Advisor,Commonwealth Financial Network Deerfield IL 570 Lake Cook Rd,tbrennan@commonwealth.com,,Salesforce
11128294,Inactive Investor,Robert Huesken,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",robert.huesken@ml.com,,Salesforce
9608510,,Lokesh l KM,,,lokeshkm@gmail.com,,List import
11083409,Inactive Investor,Joel Fults,Director - Investments,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",joel.fults@nm.com,,Salesforce
9622301,,Xiaojia Liu,,,xjliu618@gmail.com,,List import
11065805,Inactive Investor,Jacob Shuman,Wealth Advisor,EP Wealth Advisors Westwood MA 690 Canton St,jshuman@epwealth.com,,Salesforce
11083199,Inactive Investor,Zach Nugent,,Cetera Investment Services LLC Oak Brook IL 1220 Kensington Rd,,,Salesforce
10770122,Inactive Investor,Daniel Luddy,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 5 Corporate Plaza Dr",daniel.j.luddy@wellsfargo.com,,Salesforce
11118423,Inactive Investor,Nancy Hayes,Investment Advisor Representative,Commonwealth Financial Network Naperville IL 3380 Lacrosse Ln,nhayes@commonwealth.com,,Salesforce
9564789,,Benjamin Muchler,,,bmuchler@bostonrm.com,,List import
245370,,Sanjeev Dev,Product Director,T Rowe Price,sanjeev.dev@troweprice.com,14103454351,Manual List Upload
9625139,,Ricardo Gutierrez,,,ricardo.gutierrez.parra@gmail.com,,List import
10505913,,Kathleen Korman,Financial Advisor,WatersEdge Wealth Management,kathy.korman@watersedgewm.com,612-481-4395,List import
11168793,Inactive Investor,Craig Vukich,,"Fortune Financial Services, Inc. Beaver Falls PA Private Residence",cev@fortunefinancialservices.com,,Salesforce
10926846,Inactive Investor,Justin Price,Chief Compliance Officer;President,"AIM Advisory Group, LLC",jprice@aimadvisorygroup.com,,Salesforce
9589660,,Melissa Richardson,,,mrichardson@blockchaintrainingalliance.com,,List import
11040882,Inactive Investor,Anika Wilson,Financial Advisor,"Spinnaker Investment Group, LLC",anika@spinninvest.com,,Salesforce
236164,, -,,[[Unknown]],info@theadvisory.co.uk,,Organic Search
11148505,Inactive Investor,John Gillis,Financial Advisor,LPL Financial LLC Chesapeake VA 505 Independence Pkwy,john.gillis@lpl.com,,Salesforce
9628288,,Bill Samayoa,,,billsamayoa@gmail.com,,List import
11113026,Inactive Investor,Alec Bentman,Registered Client Associate,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",alec.bentman@wellsfargoadvisors.com,,Salesforce
11074539,Inactive Investor,Terence Barnett,Financial Advisor,LPL Financial LLC Danbury CT 105 Newtown Rd,terry.barnett@lpl.com,,Salesforce
121263,,Christopher Szalay,"President, Portfolio Manager","Wiseowl Capital, Llc",cszalay@wiseowlcapllc.com,713-550-2294,Manual List Upload
10990735,Inactive Investor,Raymundo Valencia,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",ray.valencia@prudential.com,,Salesforce
10488294,,Steven Abney,"Chief Compliance Officer, Chief Financial Officer","Prescott Advisors, LLC",steveabney@prescottgroup.com,,List Import
9606478,,Justin Sun,,,tron.grayscale@gmail.com,,List import
11229578,Inactive Investor,Connor Lewis,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",connor.lewis@nm.com,,Salesforce
10763547,Inactive Investor,Leeann Genzano,Senior Registered Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,leeann.genzano@morganstanley.com,,Salesforce
117648,,Michael Hudson,,"KMS Financial Services, Inc.",tim.hudson@kmsfinancial.com,605-362-4175,
10880171,Inactive Investor,Joseph Edwards,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10657263,,Joseph Sepsey,,,joe.sepsey@countryfinancial.com,,List Import
372935,,Tom Kuo,,[Unknown],tsuang.kuo@gmail.com,,source
45140,,Matthew Zivick,Client Relationship Manager,IHT Wealth Management LLC,matthew.zivick@ihtwm.com,312-754-1318,
10886428,Inactive Investor,Margaret Kelleher,Financial Advisor,"Ameriprise Financial Services, LLC Matawan NJ 14 Cliffwood Ave",margaret.m.kelleher@ampf.com,,Salesforce
9633883,,daniel chang,,,danielchang3631@yahoo.com,,List import
11039461,Inactive Investor,Gary Hoch,,"Gary Hoch Agency, Inc.",gary@garyhochagency.com,,Salesforce
10828228,Inactive Investor,Ethan Johnson,Owner,Big Sioux Wealth Management,ethan@bigsiouxwealth.com,,Salesforce
10948662,Inactive Investor,Hyrum Smith,Managing Partner,Blue Barn Wealth,,,Salesforce
343879,,Alexander Campbell,Founding Principal,"A.g. Campbell Advisory, Llc",agcampbellco@gmail.com,410-779-1239,Manual List Upload
10990174,Inactive Investor,Luken Cisick,,The O.N. Equity Sales Company West Palm Beach FL 1615 Forum Pl,,,Salesforce
3852107,,Yunfen Li,,,leef318@gmail.com,,Web Form Fillout
10657050,,Denise Azizian,,,denise.azizian@ceterais.com,,List Import
10960317,Inactive Investor,Ellerie Walker,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
9574952,,Brian W,,,brianwill209@gmail.com,,List import
10645081,,Christopher Mazzone,,,cmazzone@lincolninternational.com,,List Import
11058902,Inactive Investor,Avani Patel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,avani.patel@fmr.com,,Salesforce
9564118,,Karen Mersereau,,,kmersereau@ofgltd.com,,List import
10901198,Inactive Investor,Klayton Oltmanns,Financial Advisor,Edward Jones Dickinson ND 244 14th St W,klayton.oltmanns@edwardjones.com,,Salesforce
11133031,Inactive Investor,Maryna Rozumyk,,J.P. Morgan Securities LLC New York NY 988 8th Ave,maryna.rozumyk@jpmorgan.com,,Salesforce
10808772,Inactive Investor,Michael Belloli,Financial Advisor,Edward Jones Saint Louis MO 100 W Jefferson Ave,michael.belloli@edwardjones.com,,Salesforce
11210562,Inactive Investor,Marquell Specks,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",marquell.a.specks@nm.com,,Salesforce
11124811,Inactive Investor,Denette Justus,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",denette.romano@wellsfargoadvisors.com,,Salesforce
10796018,Inactive Investor,Robert Nelson,,Cetera Advisor Networks LLC Midvale UT 6955 S Union Park Ctr,robert.nelson@ceterawealth.com,,Salesforce
10978581,Inactive Investor,Stanley Sutton,,"First Command Brokerage Services, Inc. Bossier City LA 1325 Barksdale Blvd",scsutton@firstcommand.com,,Salesforce
9415800,,Tony Antony Stern,,Tony Stern,antonystern@gmail.com,,Organic Search
10990830,Inactive Investor,Laramey Johnson,,"Brokers International Financial Services, LLC. Sedalia MO 2300 W Broadway Blvd",ljohnson@brokersifs.com,,Salesforce
11062608,Inactive Investor,Teresa Cobucci,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",teresa.cobucci@tiaa.org,,Salesforce
11026975,Inactive Investor,Robert Reames,Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,creames@rwbaird.com,,Salesforce
11066585,Inactive Investor,James Argentine,,Sigma Financial Corporation Mount Prospect IL 115 S Emerson St,,,Salesforce
11238057,Inactive Investor,Asha Davis,,Vanguard,asha_davis@vanguard.com,,Salesforce
11066735,Inactive Investor,Alexander Cabot,,"Raymond James Financial Services, Inc. Wayne PA 595 E Swedesford Rd",alex.cabot@raymondjames.com,,Salesforce
10612066,,John Ryan,"Financial Advisor, Vice President",,john.w.ryan@morganstanley.com,,List Import
11111803,Inactive Investor,Jamey Brown,Managing Director - Wealth Management,Morgan Stanley Paducah KY 5158 Village Sq,jamey.brown1@ubs.com,,Salesforce
11238289,Inactive Investor,Christopher Radigan,,Whitney & Company,cradigan@whitneycompany.net,,Salesforce
9606691,,Clayton robertson Ro,,,clay.boy.z@hotmail.com,,List import
11122237,Inactive Investor,Lacy Rivera,,LPL Financial LLC Phoenix AZ 1850 N Central Ave,lacy.rivera@lpl.com,,Salesforce
11153484,Inactive Investor,Jordan Fiori,,"Cambridge Investment Research, Inc. Oldsmar FL 640 Brooker Creek Blvd",,,Salesforce
11139926,Inactive Investor,Robert Rodino,Associate Financial Advisor,"Ameriprise Financial Services, LLC Greensburg PA 258 Frye Farm Rd",robert.rodino@ampf.com,,Salesforce
223370,,Marianne Nems,Artist,MARIANNE NEMS STUDIO,mn@mariannenems.com,,
10877663,Inactive Investor,Jenna Vokes,,"RBC Capital Markets, LLC Seattle WA 401 Union St",jenna.vokes@rbc.com,,Salesforce
10874424,Inactive Investor,Andrew Prescott,Chief Compliance Officer;Financial Advisor;President,Ocean Breeze Wealth LLC,,,Salesforce
99359,,yasser babaei,,Iran,yasserbabaei23@gmail.com,,
9635976,,Ericka Quevedo,,,equevedo@austinatlantic.com,,List import
249290,,Greg Bunn,,Blockchain.com,gbunn@blockchain.com,,Manual List Upload
11212496,Inactive Investor,Neil Tagaras,Vice President - Investments,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",neil.tagaras@raymondjames.com,,Salesforce
11123104,Inactive Investor,Johnny Rabadan Juan,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11193525,Inactive Investor,John Ramirez,Senior Wealth Strategy Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,john.ramirez@ubs.com,,Salesforce
11168299,Inactive Investor,Marilene Visda,,PFS Investments Inc. Bethlehem PA 306 S New St,marilene.visda@primerica.com,,Salesforce
371029,,Ed Bills,,United States,ed@pacificqt.com,,Salesforce
10865594,Inactive Investor,Rodney Schulz,Financial Advisor;Owner;President,"Schulz Financial, LLC",rodney@greatwealth.com,,Salesforce
11013140,Inactive Investor,Arthur Santos,,State Farm VP Management Corp. Chicago IL 2207 N Western Ave,art.santos.jxah@statefarm.com,,Salesforce
10899490,Inactive Investor,Tasha Winkler,Co-Founder,"Strategic Wealth Partners, Ltd. Portland OR 15350 SW Sequoia Pkwy",,,Salesforce
10825306,Inactive Investor,Ketgael Gordon,,"Pruco Securities, LLC. North Myrtle Beach SC 1016 2nd Ave N",ketgael.gordon@prudential.com,,Salesforce
11033167,Inactive Investor,Andrew Merchant,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",amerchant@ml.com,,Salesforce
10964263,Inactive Investor,Sara Jager,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11077952,Inactive Investor,John Garth,,"Raymond James & Associates, Inc. Athens AL 109 W Washington St",john.garth@raymondjames.com,,Salesforce
10777766,Inactive Investor,James Minck,Senior Vice President,Morgan Stanley New York NY 1 Penn Plz,james.minck.jr@ms.com,,Salesforce
224411,,Andrew Berwanger,,[Unknown],wngr@duck.com,,
10813966,Inactive Investor,Barbara Mueller,,Goldman Sachs & Co.,barbara.mueller@gs.com,,Salesforce
10926852,Inactive Investor,Joseph Davies,Financial Professional,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
9560433,,Michael Byrne,,,michael.byrne@lfg.com,,List import
9586709,,Robert Reynolds,,,robert_reynolds@putnam.com,,List import
10861835,Inactive Investor,Adunni Covington,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Austell GA Private Residence",adunni.browne-marke@tiaa.org,,Salesforce
10954176,Inactive Investor,Eric Trindall,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10813570,Inactive Investor,Jay Marks,,"MML Investors Services, LLC Hauppauge NY Private Residence",jhmarks@financialguide.com,,Salesforce
10487905,,William Gross,Chairman,Commerce Street Investment Management,tgross@cstreetcap.com,,List Import
10814600,Inactive Investor,Kyle Phillip,,GuideStone Financial Services,kyle.phillip@guidestone.org,,Salesforce
10759695,Inactive Investor,Scott Marshall,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",scott.marshall1@wellsfargoadvisors.com,,Salesforce
10847593,Inactive Investor,Jonathan Trbovich,Financial Advisor,"Concourse Financial Group Securities, Inc. Spartanburg SC 359 S Pine St",jonathan.trbovich@concoursefinancial.com,,Salesforce
9581207,,James Wester,,,james@wester.com,,List import
11221575,,Jimmy Szeto,,,jszeto@firstrepublic.com,,List Import
9610377,,Michael Liddell,,,mdl@solecap.com,,List import
11135498,Inactive Investor,Kyle Youngblood,,NYLIFE Securities LLC Tinley Park IL 78 Corinth Dr,klyoungblood@ft.newyorklife.com,,Salesforce
11118016,Inactive Investor,Amy Peek-Berezin,,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",amy.peek@ampf.com,,Salesforce
11236388,Inactive Investor,Brigham Ballard,Investment Advisor Representative,Driven Investments LLC Chubbuck ID Private Residence,brigham@thedriveninvestments.com,,Salesforce
11142721,Inactive Investor,Daniel Minnis,Wealth Manager,LPL Financial LLC Paramus NJ 461 From Rd,daniel.minnis@lpl.com,,Salesforce
10906474,Inactive Investor,Keith Roush,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,keith.roush@fidelity.com,,Salesforce
11154222,Inactive Investor,Gina Lytle,,Goldman Sachs & Co. San Francisco CA 555 California St,gina.lytle@gs.com,,Salesforce
11081182,Inactive Investor,Michael Kentor,,"Lion Street Financial, LLC Austin TX 114 W 7th St",mkentor@lionstreet.com,,Salesforce
10956347,Inactive Investor,Dewayne Scott,Senior Financial Advisor,"CUSO Financial Services, L.P. Louisville CO 300 S McCaslin Blvd",,,Salesforce
226116,, -,,[[Unknown]],d_s_1021@yahoo.com,,Initial Salesforce Import
9640407,,Elizabeth Savage,,,elizabeth.savage@rathbones.com,,List import
9603519,,Elena De,,,lena.sunn5@gmail.com,,List import
337887,,Stuart Rosen,General Counsel,"Trian Fund Management, L.p.",srosen@trianpartners.com,212-451-3000,Manual List Upload
10509722,,T. Mark Lipe,,,tmark2000@gmail.com,,Web Form Fillout
10645973,,Martin Valdez,,,martinvaldez@allstate.com,,List Import
209370,,Patricia Carabello,Principal And Chief Compliance Officer,"Cmc Advisors, Inc.",p.carabello@cmcinteractive.com,212-402-1850,Manual List Upload
10891436,Inactive Investor,Maria Chang,Associate Financial Advisor,"Ameriprise Financial Services, LLC Metairie LA 3351 Severn Ave",maria.1.chang@ampf.com,,Salesforce
11217567,,James Zemlyak,,,zemlyakj@stifel.com,,Other
10964686,Inactive Investor,Tanner Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11094606,Inactive Investor,Patrick Carolan,,"Investment Planners, Inc.",,,Salesforce
10847458,Inactive Investor,Kevin Oconnor,Client Relationship Manager;Investment Advisor Representative;Member,"Artifex Financial Group, LLC Columbus OH 1201 Dublin Rd",kevin@artifexfinancial.com,,Salesforce
11206508,Inactive Investor,Andrew Frazier,Wealth Advisor,LPL Financial LLC Portland OR 4020 NE Fremont St,andrew.frazier@lpl.com,,Salesforce
10753405,Inactive Investor,Michael Chichwak,Branch Manager;Branch Supervisor,"Wells Fargo Clearing Services, LLC Concord NC Private Residence",michael.chichwak@wellsfargoadvisors.com,,Salesforce
10959742,Inactive Investor,Owen Brennan,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
10924431,Inactive Investor,Andrew Gardner,Wealth Management Advisor,"U.S. Bancorp Investments, Inc.",,,Salesforce
10824480,Inactive Investor,Andrew Lord,Chief Compliance Officer;Member;Owner;President,"Essential Planning, LLC",andy@essential-planning.com,,Salesforce
10905270,Inactive Investor,Josue Leon,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",josue.leon@nm.com,,Salesforce
5130784,,[Unknown],,,henry.dudley@dudleyco.com,,Web Form Fillout
10788815,Inactive Investor,Ronnie Scheller,Financial Advisor,"Ameriprise Financial Services, LLC Bend OR 404 SW Columbia St",ronnie.j.scheller@ampf.com,,Salesforce
11151027,Inactive Investor,William Delano,,DL Wealth Management Group San Diego CA 6265 Greenwich Dr,delanow@dlwealth.com,,Salesforce
11165252,Inactive Investor,Logan Laduke,Investment Management Specialist;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",logan.laduke@ml.com,,Salesforce
10885446,Inactive Investor,Sophia Hatzis,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10960349,Inactive Investor,Joshua Ryan,,"Osaic Wealth, Inc. Indianapolis IN 8900 Keystone Xing",,,Salesforce
11137522,Inactive Investor,John Cortapasso,Financial Advisor,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,jrcortapasso@janney.com,,Salesforce
11067719,Inactive Investor,John Howes,,State Farm VP Management Corp.,john.howes.gujr@statefarm.com,,Salesforce
348691,,Rob White,Regional Consultant,Fidelity Personal and Workplace Advisors,rob.white@fidelity.com,,
11167739,Inactive Investor,Kevin Simon,Executive Director;Financial Advisor;Portfolio Manager,Morgan Stanley Brea CA 10 Pointe Dr,kevin.simon@morganstanley.com,,Salesforce
10969769,Inactive Investor,Kevin Elmgreen,,LPL Financial LLC Evergreen CO Private Residence,kevin.elmgreen@lpl.com,,Salesforce
10690668,,[Unknown],,,craig.mcfadzean@turn8wealth.com,,Web Form Fillout
11126847,Inactive Investor,James Noble,,Nationwide Planning Associates Inc.,jnoble@nationwideplanning.com,,Salesforce
9583343,,Rem Oculee,,,rem@pljadvisors.com,,List import
10762614,Inactive Investor,Lawrence Rogers,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,lawrence.rogers@ubs.com,,Salesforce
10871494,Inactive Investor,Mathew Luermann,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
342062,,Patricia Stewart,Chief Financial Officer,Independent Investors Inc,pstewart@independentinvestors.com,631-979-2142,Manual List Upload
11092333,Inactive Investor,Joshua Brown,Financial Advisor,Edward Jones Clovis CA 1990 N Fowler Ave,,,Salesforce
11049213,Inactive Investor,Melissa Clines,Chief Operations Officer;Regulatory Contact,Private Wealth Asset Management Cedar Rapids IA 411 6th Ave SE,melissac@privatewealth.com,,Salesforce
10975209,Inactive Investor,Mariana Colberg Iturregui,Associate,UBS Financial Services Inc. Miami FL 100 SE 2nd St,mariana.colberg-iturregui@ubs.com,,Salesforce
9568327,,David -,,,darivera@aol.com,,List import
10813630,Inactive Investor,Harry Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",h_johnsonjr@ml.com,,Salesforce
218206,,George Nice,,[Unknown],georgenice@westcottblack.com,,Direct
9599895,,Dustin Mendenhall,,,dmendenhall@hkfs.com,,List import
11116713,Inactive Investor,Bryan Luczkiw,,Cetera Financial Specialists LLC Rolling Meadows IL 1843 Hicks Rd,bryan.luczkiw@ceterafs.com,,Salesforce
10955834,Inactive Investor,Adji Samba,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11179113,Inactive Investor,Jaclyn Smith,,Edward Jones Kenosha WI 4901 60th St,,,Salesforce
140,,,,,18760491457@189.cn,,
10789638,Inactive Investor,Boyd Stone,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",bstone@tiaa-cref.org,,Salesforce
10859661,Inactive Investor,Michael O'Dell,Financial Advisor,Edward Jones Winchester VA 2354 Valor Dr,michael.odell@edwardjones.com,,Salesforce
10780255,Inactive Investor,Larry Moreira,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,larry.moreira@fidelity.com,,Salesforce
10933814,Inactive Investor,Tiffany Haggard,,Country Capital Management Company Jasper GA 938 W Church St,tiffany.payne@countryfinancial.com,,Salesforce
11097896,Inactive Investor,Cecil Godman,Chief Marketing Officer;Member;Regulatory Contact;Secretary,Mercury Investment Group,,,Salesforce
10951044,Inactive Investor,Ryan Burry,,"Brokers International Financial Services, LLC.",rburry@brokersifs.com,,Salesforce
11065421,Inactive Investor,Christopher Beaulieu,Financial Advisor,Commonwealth Financial Network Waterville ME 51 Main St,cbeaulieu@commonwealth.com,,Salesforce
11111742,Inactive Investor,Rease Morin,Paraplanner,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,rease.morin@lpl.com,,Salesforce
11083925,Inactive Investor,Kam Liem,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",kliem@financialguide.com,,Salesforce
11117323,Inactive Investor,Juan Viamontes,Financial Advisor,PNC Investments Bolingbrook IL 254 S Weber Rd,juan.viamontes@pnc.com,,Salesforce
10804445,Inactive Investor,Jacob Lackner,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",jacob.lackner@wellsfargoadvisors.com,,Salesforce
11181449,Inactive Investor,Jahayra Munoz,,NYLIFE Securities LLC New York NY 285 Fulton St,jcmunoz@ft.newyorklife.com,,Salesforce
10778487,Inactive Investor,Veronica Holloway,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",veronica.holloway@tiaa-cref.org,,Salesforce
10955889,Inactive Investor,Tanuj Chawla,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,tanuj.chawla@fmr.com,,Salesforce
9627451,,Sunnym Ake,,,meaw68@yahoo.com,,List import
11235903,Inactive Investor,Christine Jemison,Co-President;Senior Managing Director,"New Paragon, LLC",cjemison@paragonadvisors.net,,Salesforce
11150845,Inactive Investor,Gary Hay,,"Cambridge Investment Research, Inc. Henderson NV 27 Candlewyck Dr",,,Salesforce
229292,, -,,[[Unknown]],lox3ur@protonmail.ch,,
10908891,Inactive Investor,Bruce Myers,District Leader,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,bruce.myers@primerica.com,,Salesforce
10827194,Inactive Investor,Edith Broccolo,Financial Advisor,Edward Jones Winston Salem NC 1255 Creekshire Way,edith.bergman@edwardjones.com,,Salesforce
11201853,Inactive Investor,Ryan Finch,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
10816820,Inactive Investor,Douglas Randolph,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",douglas.randolph@ml.com,,Salesforce
10920037,Inactive Investor,Todd Bieberich,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",todd.bieberich@valic.com,,Salesforce
11141244,Inactive Investor,Landon Treloar,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",landon.treloar@cunamutual.com,,Salesforce
10878230,Inactive Investor,Scott McGowan,,Goldman Sachs & Co. Boston MA 125 High St,scott.mcgowan@gs.com,,Salesforce
10782500,Inactive Investor,Curtis Peterson,Managing Director;Regional Director,Morgan Stanley San Francisco CA 101 California St,curtis.a.peterson@morganstanley.com,,Salesforce
11128056,Inactive Investor,Samantha Taam Dart,,Goldman Sachs & Co.,,,Salesforce
10586787,,Joseph Savanyo,,,jsavanyo@gmail.com,,Web Form Fillout
10911738,Inactive Investor,Harry Toro,,"J.W. Cole Financial, Inc. Saint Petersburg FL 3963 1st Ave S",,,Salesforce
11185747,Inactive Investor,Jeffrey Erwin,Financial Professional,Money Concepts Capital Corp Bellefontaine OH 143 E Chillicothe Ave,jerwin@moneyconcepts.com,,Salesforce
9628605,,Harold ALEXNDER,,,halexa1359@aol.com,,List import
11017041,Inactive Investor,Tanner Bennett,,NYLIFE Securities LLC Springfield MO Private Residence,tbennett01@ft.newyorklife.com,,Salesforce
10787896,Inactive Investor,Stephen Petti,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",stephen.petti@schwab.com,,Salesforce
11094398,Inactive Investor,Owen Lavery,Associate Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 116 S River Rd",owen.t.lavery@ampf.com,,Salesforce
9601043,,Phil Li,,,imlif@yahoo.com,,List import
9643876,,xuwei huang,,,331580666@qq.com,,List import
9597089,,Stephen Freedman,,,sfreedman@financialengines.com,,List import
10833599,Inactive Investor,Charles Wallace,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Vero Beach FL Private Residence,peter.wallace@opco.com,,Salesforce
10816650,Inactive Investor,Lori Tauring,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,lori.tauring@lpl.com,,Salesforce
10914843,Inactive Investor,Rebecca Record,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10864996,Inactive Investor,Keith Schmidt,President;Regulatory Contact,"Horter Investment Management, LLC",kschmidt@him-ria.com,,Salesforce
10963143,Inactive Investor,Brian Yendrey,Member,Yendrey Wealth Management LLC,brian@yendrey.com,,Salesforce
10645101,,Shanita Smith,,,shanita.smith@nuveen.com,,List Import
11216938,,Zachary Schroeder,,,zachary.schroeder@nb.com,,Other
9643139,,jimin lee,,,moresummer@naver.com,,List import
10891010,Inactive Investor,Ryan Young,Financial Advisor,LPL Financial LLC Edwardsville IL 143 N Kansas St,ryan.young@lpl.com,,Salesforce
10962308,Inactive Investor,Sean Rosenfeld,,"Osaic Wealth, Inc. Garden City NY 310 Old Country Rd",,,Salesforce
11213147,Inactive Investor,Nicholas Maly,,Fidelity Brokerage Services LLC,nicholas.maly@fidelity.com,,Salesforce
10986068,Inactive Investor,Seth Holt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9587332,,Joseph Corral,,,corraljoseph100@gmail.com,,List import
4339562,Inactive Investor,Scott Boulton,Field Consultant,Dimeo Schneider & Associates LLC,sboulton@dimeoschneider.com,(312) 853-1000,
10754601,Inactive Investor,Glen Sondag,,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,glen.sondag@ubs.com,,Salesforce
10885801,Inactive Investor,Kevin Tyler,Paraplanner,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",kevin.tyler@ampf.com,,Salesforce
10810707,Inactive Investor,Josefina Ang,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",josefina_ang@ml.com,,Salesforce
11088564,Inactive Investor,Samantha Race,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",samantha.race@rbc.com,,Salesforce
10863739,Inactive Investor,Charles Barthelme,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",chuck.barthelme@nm.com,,Salesforce
9547029,,Angel Aguinaldo,,,angel.aguinaldo@securitiesamerica.com,,List import
9555908,,Aino Wiener,,,aw@colbertinvestment.com,,List import
9588568,,Michael Ching,,,michaelching@nardene.com,,List import
9634790,,Sheila Beck,,,sbeck@chapindavis.com,,List import
10956338,Inactive Investor,Dylan Adams,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,dylan.adams@fmr.com,,Salesforce
9583638,,Jamie Malone,,,jmalone@agilipersonalcfo.com,,List import
10980742,Inactive Investor,Jared Cox,Private Banker,"First Horizon Advisors, Inc. Murfreesboro TN 154 Cason Ln",jared.cox@firsthorizon.com,,Salesforce
9644172,,Matthew Zimmerman,,,mzimmerman59@gmail.com,,List import
10951504,Inactive Investor,Nasha Rivera,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,nasha.rivera@primerica.com,,Salesforce
11071163,Inactive Investor,Caren Sandoval Camargo,,J.P. Morgan Securities LLC Houston TX 8575 West Loop S,caren.sandoval-camargo@jpmorgan.com,,Salesforce
9590317,,Van Hoisington,,,van@hoisington.com,,List import
10789663,Inactive Investor,Scott Elwell,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,scott.elwell@fidelity.com,,Salesforce
10829114,Inactive Investor,Thomas Lestrange,Investment Advisor Representative,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
61748,,Chad Reisner,Associate,Thrivent Investment Management Inc.,chad.reisner@thrivent.com,952-417-6544,
9560935,,Tracy Richardson,,,tracy.richardson1@valic.com,,List import
11168586,Inactive Investor,John Stewart,Regulatory Manager,J.P. Morgan Securities LLC Hillside IL 40 N Mannheim Rd,john.r.stewart@jpmorgan.com,,Salesforce
11041760,Inactive Investor,Chandler Gray,,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",chandler.gray@nm.com,,Salesforce
94614,,Francisco Rodriguez,,Tenacidad.net,frankrodriguezadam@gmail.com,(042) 480-6252,Organic Search
10755730,Inactive Investor,Natalya Muravchik,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,natalya.muravchik@jpmorgan.com,,Salesforce
11176607,Inactive Investor,Mark Gleason,,Citigroup Global Markets Inc.,mark.gleason@citi.com,,Salesforce
11204291,Inactive Investor,Maria David,Member,"David Wealth Management, LLC",,,Salesforce
10616699,,Hani Atassi,,,hani_atassi@ml.com,,List Import
10969904,Inactive Investor,Yanfan Wang,,Citigroup Global Markets Inc.,,,Salesforce
11078379,Inactive Investor,Diane Herring,,"Grove Point Investments, LLC Devon PA Private Residence",dherring@hbeckinc.com,,Salesforce
10612982,,Dennis Loiacono,"Senior Financial Advisor, Vice President",,dennis_loiacono@ml.com,,List Import
11237112,Inactive Investor,Mark Scheffler,Senior Advisor;Senior Vice President,Johnson Wealth Inc. Appleton WI 100 W Lawrence St,mscheffler@johnsonfinancialgroup.com,,Salesforce
9583717,,Timothy Reick,Chief Executive Officer,"Liberty Street Advisors, Inc.",treick@libertystreetfunds.com,,List import
10965906,Inactive Investor,Gregory Wells,,Fidelity Brokerage Services LLC,,,Salesforce
241682,,steve adamowski,,[Unknown],motox859@yahoo.com,,source
203053,,Dan Bernet,,Self,dbernet45@gmail.com,5309498128,source
11173902,Inactive Investor,Paul Reyes,Investment Advisor,Fisher Investments,,,Salesforce
10891516,Inactive Investor,Brian Stone,Financial Advisor,Edward Jones Kansas City MO 800 E 101st Ter,brian.stone@edwardjones.com,,Salesforce
10659501,,John Gilmore,,,j.gilmore@lpl.com,,List Import
11119401,Inactive Investor,Deborah Asuncion,,PFS Investments Inc. Stockton CA 5250 Claremont Ave,deborah.asuncion@primerica.com,,Salesforce
10657109,,Joseph Keck,,,joseph.a.keck@chase.com,,List Import
11000355,Inactive Investor,Brandy Twilley,,Edward Jones Cullman AL 1830 Lee Ave SW,,,Salesforce
11155280,Inactive Investor,Richard Poveromo,,Sigma Financial Corporation Piscataway NJ Private Residence,rpoveromo@sigmarep.com,,Salesforce
9589410,,Zack Ben,,,zackbenhalim@gmail.com,,List import
11062689,Inactive Investor,Kenneth Robinowitz,Managing Director;Wealth Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",kenneth.robinowitz@wellsfargoadvisors.com,,Salesforce
10791360,Inactive Investor,Thomas Saviano,,J.P. Morgan Securities LLC East Meadow NY 2469 Hempstead Tpke,thomas.j.saviano@chase.com,,Salesforce
10928157,Inactive Investor,Karen Neuwirth,,"Raymond James Financial Services, Inc. Wilmington NC 5815 Oleander Dr",karen.neuwirth@raymondjames.com,,Salesforce
11080743,Inactive Investor,Zachary Schwartz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",zachary.a.schwartz@ml.com,,Salesforce
337669,,Dennis Hong,Managing Member,"Shawspring Partners, Llc",dennis@shawspring.com,857-310-5010,Manual List Upload
11098184,Inactive Investor,Michael Haupt,,"TradeZero America, Inc.",,,Salesforce
11135464,Inactive Investor,Anthony Hayden,,"Raymond James Financial Services, Inc. Lawrence KS 1008 New Hampshire St",,,Salesforce
9644161,,David Fallon,,,davidfallon@gmail.com,,List import
9623374,,Erik Lewis,,,lewis.erik@gmail.com,,List import
10618847,,Louis Gilman,,,lgilman@investmentctr.com,,List Import
8480515,,Brian Reilly,,John Hancock,brian_reilly@jhancock.com,(617) 572-9851,List Import
10958531,Inactive Investor,Carlos Rivera Alvarez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chino CA 12747 Central Ave",,,Salesforce
11173533,Inactive Investor,Steven Bornstein,,"Equitable Advisors, LLC Pompano Beach FL 7525 NW 61st Ter",steven.bornstein@equitable.com,,Salesforce
10835899,Inactive Investor,Robert Kaplan,Financial Advisor,LPL Financial LLC Encino CA 16030 Ventura Blvd,robert.kaplan@lpl.com,,Salesforce
9553570,,Robert Besson,,,robert.besson@signaturefd.com,,List import
11198238,Inactive Investor,Matthew Feraci,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",matthew_feraci@ml.com,,Salesforce
10933844,Inactive Investor,Gregory Bianco,,Cetera Financial Specialists LLC York PA 200 E Market St,greg.bianco@ceterafs.com,,Salesforce
10952136,Inactive Investor,Gregory Neal,,"Concourse Financial Group Securities, Inc. Craig CO 11 W Victory Way",gregory.neal@concoursefinancial.com,,Salesforce
10869081,Inactive Investor,Sydney Marrs,Controls Specialist;Risk Specialist,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11017426,Inactive Investor,Audrey Morrison,Chief Compliance Officer;Financial Planner;Founder;Owner,"Cairn Financial Advisors, LLC",,,Salesforce
9584746,,Jeff Waters,,,jwaters@ofcwealth.com,,List import
10905854,Inactive Investor,Nicholas Blasberg,Financial Advisor,"Ameriprise Financial Services, LLC Waterloo IA 3510 Kimball Ave",nick.blasberg@ampf.com,,Salesforce
11158605,Inactive Investor,Timothy Dukes,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,"Dukes Financial Group, LLC",,,Salesforce
10658002,,Mike Spadoni,,,mike.spadoni@countryfinancial.com,,List Import
11236526,Inactive Investor,Daniel Shomper,Associate Wealth Manager,Fairway Wealth Management LLC,dshomper@fairwaywealth.com,,Salesforce
9558019,,Sukixiu Ann,,,suki22ann@gmail.com,,List import
9607756,,David Cohen,,,david@athena-cm.com,,List import
9624336,,Ruth Galm,,,rgalm@irvine.org,,List import
10945564,Inactive Investor,Michelle Mixell,,"Cambridge Investment Research, Inc. Alpharetta GA 12640 Crabapple Rd",,,Salesforce
11095580,Inactive Investor,Nancy Legg,Assistant Vice President;Wealth Management Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,,,Salesforce
10793704,Inactive Investor,Jeremy Nesset,Financial Advisor,D.A. Davidson & Co. Lewiston ID 0305 5th St,jeremynesset@dadco.com,,Salesforce
10902566,Inactive Investor,Douglas Ambrose,,"Osaic FA, Inc. Beachwood OH 100 Park Ave",douglas.ambrose@lfg.com,,Salesforce
11126007,Inactive Investor,Catherine Ng,,HSBC Securities (USA) Inc. New York NY 150 Canal St,cathreine.ng@us.hsbc.com,,Salesforce
10890028,Inactive Investor,Gregory Gehrig,Senior Advisor,"Gehrig Capital Management, Inc.",,,Salesforce
11220718,,M. Ford,,,dford@cstonegroup.com,,Other
10645336,,Peter Anderson,,,panderson@mfs.com,,List Import
50495,,Jesus Maymi,,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",jesus.maymi@transamerica.com,972-516-1061,
11091952,Inactive Investor,Michael Basich,,J.P. Morgan Securities LLC Santa Rosa CA 2300 Sonoma Ave,,,Salesforce
10810484,Inactive Investor,Robert Schrier,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,,,Salesforce
11236839,Inactive Investor,Wayne Baxter,,"One Capital Management, LLC",wbaxter@onecapital.com,,Salesforce
3457057,,Gabriel Suárez,,,gabosuarezsilva@gmail.com,666198893,Web form fillout
11219601,,Amanda Holmes,,,mandy.holmes@lpl.com,,Other
11150384,Inactive Investor,Brenda Syevens Vazquez,,PFS Investments Inc. Guaynabo Calle Romerillo,86saf@primerica.com,,Salesforce
11110943,Inactive Investor,Franklin Parker,Chief Compliance Officer;Chief Investment Officer;Managing Member,Directional Advisors,franklin.parker@directional-advisors.com,,Salesforce
10619798,,Christopher Jacobs,,,cjacobs@rockco.com,,List Import
9547902,,David McGuire,,,dmcguire@latitudefinancial.net,,List import
10765966,Inactive Investor,Nathan Snyder,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,nsnyder@janney.com,,Salesforce
11194918,Inactive Investor,Mitchell Oldroyd,,"Farmers Financial Solutions, LLC Spanish Fork UT 244 S Main St",,,Salesforce
10929283,Inactive Investor,Lawrence Griest,,LPL Financial LLC West Chester PA 400 E Market St,larry.griest@lpl.com,,Salesforce
65136,,Karen Nordstrom,Vice-President,Contour Financial,karen@contourfinancial.com,708-460-3800,Manual List Upload
9574661,,Louis Velazquez,,,info@fgapartners.com,,List import
10863537,Inactive Investor,Thurman Ransom,Financial Advisor,"Voya Financial Advisors, Inc. Elmsford NY 45 Knollwood Rd",thurman.ransom@voyafa.com,,Salesforce
9595885,,Kayode Adekunle,,,mitocy@protonmail.com,,List import
10786551,Inactive Investor,Judith Pirkowitsch,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Santa Barbara CA 319 E Carrillo St",judith.e.pirkowitsch@ampf.com,,Salesforce
11011047,Inactive Investor,Scott Burr,,"W&S Brokerage Services, Inc. Asheville NC 1200 Ridgefield Blvd",,,Salesforce
10387250,,Kenneth Wood,,,kawood63@yahoo.com,,Web Form Fillout
10939601,Inactive Investor,David McPherson,District Leader,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,david.mcpherson@primerica.com,,Salesforce
5640937,,Zoe Wang,,,wangz4820@gmail.com,,Web Form Fillout
10955728,Inactive Investor,Brady Boyd,Chief Compliance Officer;Chief Operating Officer;Partner,"Coronado Investment Advisors, LLC",,,Salesforce
10955386,Inactive Investor,Arthur Cheney,,J.P. Morgan Securities LLC New York NY 461 W 34th St,arthur.e.cheney@chase.com,,Salesforce
10799216,Inactive Investor,David Harrison,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",david.harrison@wellsfargoadvisors.com,,Salesforce
11074112,Inactive Investor,Matthew Speedy,Retirement Planning Specialist,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",matthew.speedy@equitable.com,,Salesforce
11150278,Inactive Investor,Austin Mccoy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9611300,,Bobby Siegfried,,,rsiegfried71@gmail.com,,List import
10957353,Inactive Investor,Daniel Groenendyk,Associate,Edward Jones Soddy Daisy TN 9218 Dayton Pike,daniel.groenendyk@edwardjones.com,,Salesforce
10813615,Inactive Investor,Ann Onhaizer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",ann_onhaizer@ml.com,,Salesforce
10662198,,Jay Faler,,,jfaler@providencewealth.com,,List Import
10868117,Inactive Investor,Matthew Poepl,Owner,Vermillion Wealth Management Inc.,,,Salesforce
11096857,Inactive Investor,Jennifer Campbell,,"Northwestern Mutual Investment Services, LLC Killeen TX 4003 W Stan Schlueter Loop",jennifer.c.campbell@nm.com,,Salesforce
10893437,Inactive Investor,Garrett Moretz,,LifeMark Securities Corp. Mooresville NC 347 N Main St,gmoretz@lifemark.com,,Salesforce
11195624,Inactive Investor,Guillermo Santiago,,Santander Securities LLC Webster MA 206 Main St,,,Salesforce
11000310,Inactive Investor,Tyler Cahill,,NYLIFE Securities LLC Adel IA 709 Main St,tcahill@eaglestrategies.com,,Salesforce
10768982,Inactive Investor,Wolfgang Frisch,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,wolfgang.frisch@morganstanley.com,,Salesforce
9644924,,Paul Brooks,,,paul@peaklandplace.com,,List import
10814012,Inactive Investor,Randall Fidler,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Daphne AL 30362 State Hwy 181",randy.fidler@schwab.com,,Salesforce
11128538,Inactive Investor,Andrew Hummer,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",ahummer2@ml.com,,Salesforce
9594837,,Amit Chokshi,,,amit.chokshi@crossislandadvisors.com,,List import
10938642,Inactive Investor,Phillip Epting,,"CapFinancial Securities, LLC.",,,Salesforce
9628392,,Christopher Johnson,,,cjohnson@johnsonandwhite.com,,List import
10892124,Inactive Investor,Bob Weigel,Financial Advisor,Edward Jones Marco Island FL 950 N Collier Blvd,bob.weigel@edwardjones.com,,Salesforce
10960998,Inactive Investor,Matthew Smith,,Edward Jones Las Cruces NM 2990 N Main St,,,Salesforce
10852601,Inactive Investor,Richard Woo,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",richard.woo@nm.com,,Salesforce
9586416,,Todd Via,,,todd.via@suntrust.com,,List import
10506059,,Lila and Manu Bhai,retired,Individual Investor,manubhai08@hotmail.com,160-432-7713,List import
11006140,Inactive Investor,Ashley Kelly,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",ashley.kelly@wfadvisors.com,,Salesforce
248679,,Jason Pederson,CEO,Integral Research Solutions Group,jason.pederson@integralrsg.com,,Manual List Upload
10808410,Inactive Investor,Vincent Sege,Director - Alternative Investments;Portfolio Manager;Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,vincent.sege@morganstanley.com,,Salesforce
11175307,Inactive Investor,John Lobue,Financial Advisor,"Ameriprise Financial Services, LLC Norwell MA 80 Washington St",john.v.lobue@ampf.com,,Salesforce
10816511,Inactive Investor,John Buffa,,"HighTower Securities, LLC New York NY 505 5th Ave",jbuffa@hightoweradvisors.com,,Salesforce
10877919,Inactive Investor,Brandon Biggs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville NC 317 Greenville Blvd SE",brandon.d.biggs@ml.com,,Salesforce
244131,,Framroz Bankwalla,"VC, RIA",GPO Fund,framroz@gpofund.com,860 9064026,Manual List Upload
10952913,Inactive Investor,Jon-Jon Knepp,,"Gibbs Wealth Management, LLC",,,Salesforce
1001579,Inactive Investor,Curtis Spencer,,Electric Capital,curtis@electriccapital.com,,Direct
10657300,,John Koutoupis,,,jkoutoupis@jefferies.com,,List Import
10870632,Inactive Investor,Marlin Adams,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",marlin.adams@nm.com,,Salesforce
207621,,Roberta Harris,Chief Compliance Officer,"TPG PEP Advisors, LLC",jharris@tpg.com,817-871-4000,
10827169,Inactive Investor,Antonio Bolado,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,abolado@ft.newyorklife.com,,Salesforce
10817271,Inactive Investor,Michael Oliver,Member;Partner;Portfolio Manager,Eagle Ridge Investment Management LLC Stamford CT 5 High Ridge Park,m.oliver@eagleridgeinvestment.com,203-227-4515,Salesforce
10993406,Inactive Investor,Trenden Peacock,Financial Advisor,"Daus Financial Group, LLC",,,Salesforce
10918423,Inactive Investor,Cary Urich,,"Vanderbilt Securities, LLC Greenville SC 330 E Coffee St",,,Salesforce
10866953,Inactive Investor,Brian Sweeney,Chief Investment Officer;Founder,"Sweeney & Michel, LLC",brian@sweeneymichel.com,,Salesforce
10619179,,Michael Haynes,,,michael.haynes@morganstanley.com,,List Import
226713,, -,,[[Unknown]],6705517@qq.com,,Initial Salesforce Import
9629912,,Eric Sorensen,,,oldokanaganboy@gmail.com,,List import
9615693,,Al Cardilli,,,amcardilli@gmail.com,,List import
10958101,Inactive Investor,Robert Baranowski,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
11111428,Inactive Investor,Dustin Smith,,"Charles Schwab & Co., Inc. Flagstaff AZ Private Residence",,,Salesforce
10961414,Inactive Investor,Dylan Allen,Associate,Edward Jones Lakeland FL 2270 Griffin Rd,dylan.allen@edwardjones.com,,Salesforce
10809784,Inactive Investor,Joseph Kennelly,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,joe.kennelly@morganstanley.com,,Salesforce
11187149,Inactive Investor,Daniel Gopen,,"Cambridge Investment Research, Inc. Great Neck NY 107 Northern Blvd",,,Salesforce
10925157,Inactive Investor,Bethany Mills,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10758799,Inactive Investor,Daniel Cook,Financial Advisor,"VALIC Financial Advisors, Inc. Scotts Valley CA 5353 Scotts Valley Dr",daniel.cook@valic.com,,Salesforce
10923898,Inactive Investor,Matthew Ward,,MWA Financial Services Inc. Cabot AR 183 Arena Rd,matthew.ward@mwarep.org,,Salesforce
221042,,Yas Yas,,[Unknown],yassine.abdallaoui@hotmail.fr,,
9593795,,George Montross,,,mmontross3@msn.com,,List import
11097562,Inactive Investor,Glenn Davis,Head Trader;Senior Vice President,"Bailard, Inc.",gdavis@bailard.com,,Salesforce
11025285,Inactive Investor,Barbara Exter,,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
11160015,Inactive Investor,Michael Sloan,Investment Advisor Representative,"Portfolio Medics, LLC Clermont FL 2430 US Hwy 27",,,Salesforce
11052892,Inactive Investor,Leonard Gabbidon,Senior Wealth Strategy Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,leonard.gabbidon@ubs.com,,Salesforce
10888600,Inactive Investor,Timothy Reaume,Senior Financial Advisor,"Blue Chip Partners, LLC",treaume@bluechippartners.com,,Salesforce
10951347,Inactive Investor,Joni Gall,Chief Compliance Officer,Fortitude Financial LLC,,,Salesforce
10764717,Inactive Investor,David Greenberg,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,david.greenberg@opco.com,,Salesforce
9586713,,Jason Johnston,,,jason.johnston@fidelity.com,,List import
10838025,Inactive Investor,Oliver Ivory,,"Cutter & Company, Inc. Bettendorf IA 2550 Middle Rd",,,Salesforce
10852243,Inactive Investor,Marshall Groom,Founding Principal;President,Groom Financial Advisory,marshall@groomfinancialadvisory.com,,Salesforce
7074622,,wer sa,,,nafamac423@rolenot.com,,Web form fillout
11056670,Inactive Investor,Frank Garrido,,Cetera Advisors LLC Taunton MA Private Residence,frank.garrido@ceteraadvisors.com,,Salesforce
10646579,,Mathieu Niehues,,,mathieu.niehues@equitable.com,,List Import
11140133,Inactive Investor,Brandon Karp,Financial Advisor,LPL Financial LLC Modesto CA 1420 F St,brandon.karp@lpl.com,,Salesforce
11209162,Inactive Investor,Timothy Pandekakes,,"American Portfolios Financial Services, Inc. White Plains NY 55 N Broadway",tpandekakes@americanportfolios.com,,Salesforce
10887697,Inactive Investor,Sandra Sperry,Wealth Manager,"Sapient Private Wealth Management,  LLC",sandi@sapientpwm.com,,Salesforce
11177676,Inactive Investor,Brian Ranck,Executive Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,brian.ranck@morganstanleypwm.com,,Salesforce
10776913,Inactive Investor,Matthew Simonetti,,Citigroup Global Markets Inc.,matthew.simonetti@citi.com,,Salesforce
11086355,Inactive Investor,Christopher Haines,,Edward Jones,,,Salesforce
10970344,Inactive Investor,Donzilia Augusto,,Santander Securities LLC Newington CT 3237 Berlin Tpke,,,Salesforce
10835701,Inactive Investor,Lars Olson,,"Sanctuary Securities, Inc. Marion OH 107 N Main St",lolson@sanctuarywealth.com,,Salesforce
241438,,Sarah VanBeck,,National Life Group,svanbeck@nationallifegroup.com,(800) 732-8939,Database Upload
11187108,Inactive Investor,Nicolas Morales,,State Farm VP Management Corp. Rochester NY 630 East Ave,nicolas.morales.ugkl@statefarm.com,,Salesforce
10991150,Inactive Investor,Tyler Harvey,Associate Advisor,Brighton Jones LLC,tyler.harvey@brightonjones.com,,Salesforce
11159359,Inactive Investor,Ruth Barriga,,J.P. Morgan Securities LLC Santa Rosa CA 835 4th St,ruth.barriga@jpmorgan.com,,Salesforce
9612151,,Donald Kellander,,,dkellander148966@gmail.com,,List import
10761733,Inactive Investor,Paul Hanrahan,Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director;Senior Vice President;Workplace Advisor,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,paul.m.hanrahan@morganstanley.com,,Salesforce
10928918,Inactive Investor,Colin Stevens,Registered Client Service Associate,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,colin.stevens@opco.com,,Salesforce
10486909,,Georgina Flores,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",georgina.flores@ml.com,,List Import
10606313,,Adrian Caldera Abello,"Senior Product Manager, Vice President",J.P. Morgan Securities LLC,caldera.adrian@gmail.com,212-888-3332,List Import
11039844,Inactive Investor,Eli Ben-Zev,Financial Planner,"Pruco Securities, LLC. Pikesville MD 3701 Old Court Rd",eli.benzev@prudential.com,,Salesforce
9582469,,Jiongan Wang,,,gardnerraychel@gmail.com,,List import
11068760,Inactive Investor,Devon Decoteau,,State Farm VP Management Corp. Clinton MS 402 Monroe St,devon.decoteau.r6ru@statefarm.com,,Salesforce
204217,,Tod Taylor,,LPL Financial,tod.taylor@lpl.com,,source
9541446,,Jeff Buice,,,jbuice@gencapital.com,,List import
11176637,Inactive Investor,Craig Thompson,Advisor;Chief Executive Officer;Managing Partner;President,"4th River Financial Group, Inc.",cthompson@4thriverfinancial.com,,Salesforce
10652005,,Seloba Kgatle,,,selobawilliam920@gmail.com,,Web Form Fillout
9542914,,yvon SKAIKI,,,yvonskaiky@gmail.com,,List import
11136056,Inactive Investor,Paul Eyre,Financial Advisor,Commonwealth Financial Network New Bern NC 3107 Trent Rd,peyre@commonwealth.com,,Salesforce
10861092,Inactive Investor,Timothy Busalacchi,Financial Advisor;Portfolio Manager,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,tim.busalacchi@morganstanley.com,,Salesforce
10872209,Inactive Investor,Paul Pahlck,,Cetera Financial Specialists LLC Englewood Cliffs NJ 111 Charlotte Pl,paul.pahlck@ceterafs.com,,Salesforce
10795543,Inactive Investor,Barry Bond,Financial Advisor,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",barry.bond@wellsfargo.com,,Salesforce
10897651,Inactive Investor,Jeffery Nitsche,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10962349,Inactive Investor,Jennifer Drinkle,,"J.W. Cole Financial, Inc. Rock Springs WY Private Residence",,,Salesforce
10974768,Inactive Investor,Michael Stalka,,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",mstalka@rfgadvisory.com,,Salesforce
9646027,,Mohamed Abdou,,,abdou@pravica.io,,List import
11106097,Inactive Investor,David Backens,Chief Risk Officer,"Certis Capital Management, Inc. Santa Barbara CA 38 El Paseo",david@certiscapital.com,,Salesforce
11025087,Inactive Investor,Megan Hewett,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11043474,Inactive Investor,Michael Antar,,Vanguard Marketing Corporation,michael_antar@vanguard.com,,Salesforce
11217684,,Alexander Hemsath,,,alexander.hemsath@jpmorgan.com,,List Import
9560647,,A V,,,vrabtchev@gmail.com,,List import
10973249,Inactive Investor,Vinay Murthy,,Jefferies LLC,vmurthy@jefferies.com,,Salesforce
248428,,Ian Lam,Investment associate,AAG Ventures,ian@aag.ventures,,Manual List Upload
10827315,Inactive Investor,John Laughlin,Chief Compliance Officer;Chief Executive Officer;President,Summit Asset Management LLC,john@summitassetmanagement.com,,Salesforce
10757955,Inactive Investor,Richard Caplan,Financial Professional,LPL Financial LLC Bloomfield CT Private Residence,richard.caplan@lpl.com,,Salesforce
11023887,Inactive Investor,Katherine Heath,Financial Advisor,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,bethy.heath@ms.com,,Salesforce
11195355,Inactive Investor,Joao Duarte Lima,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9606311,,Jose Sequeira,,,josemariasequeira@gmail.com,,List import
10897074,Inactive Investor,Edward Kesisian,Vice President,"Charles Schwab & Co., Inc. Henderson NV 2245 Village View Dr",,,Salesforce
11040442,Inactive Investor,Alberto Segura,,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
10874372,Inactive Investor,Charles Cappel,,Thrivent Investment Management Inc. Holdrege NE 423 East Ave,charles.cappel@thrivent.com,,Salesforce
10894379,Inactive Investor,William Littlefield,Chief Information Officer,Wizest Inc. South Euclid OH 1688 Sheridan Rd,,,Salesforce
10800337,Inactive Investor,David Snyder,Financial Advisor;Senior Vice President;Sports and Entertainment Director,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,david.b.snyder@morganstanley.com,,Salesforce
11036030,Inactive Investor,Shauna Kehrmeyer,,Lincoln Investment Norwell MA 52 Accord Park Dr,skehrmeyer@lincolninvestment.com,,Salesforce
11067250,Inactive Investor,John Uriarte,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,john.uriarte@fidelity.com,,Salesforce
10614662,,Kerim Tulun,Financial Advisor,,kerim@ktwealthmanagement.com,,List Import
348315,,Anton Pil,"Director, Head Of Global Alternatives",J.p. Morgan Investment Management Inc.,anton.pil@jpmorgan.com,800-343-1113,Manual List Upload
11089441,Inactive Investor,Christopher Gavin,Financial Professional,LPL Financial LLC Hamden CT 2319 Whitney Ave,christopher.gavin@lpl.com,,Salesforce
11075346,Inactive Investor,Kristin Milot,,Goldman Sachs & Co.,kristin.milot@gs.com,,Salesforce
11098420,Inactive Investor,Victor Jones,,"Hantz Financial Services, Inc.",victor.jones@hantzgroup.com,,Salesforce
11228608,Inactive Investor,Blake Barrett,,J.P. Morgan Securities LLC Vancouver WA 100 SE 192nd Ave,blake.barrett@jpmorgan.com,,Salesforce
10865481,Inactive Investor,Kelly Parks,,State Farm VP Management Corp. Myerstown PA 99 W Lincoln Ave,,,Salesforce
10900382,Inactive Investor,Eric Cheney,,"Turman Financial Group, LLC",eric@turmanfinancial.com,,Salesforce
10488436,,Janice Ezell,"Chief Compliance Officer, Chief Financial Officer","Merewether Investment Management, LP",janice.ezell@merewetherinvestment.com,,List Import
11151695,Inactive Investor,Kevin Moreira,,J.P. Morgan Securities LLC Delray Beach FL 4899 W Atlantic Ave,,,Salesforce
9640713,,Andrew Larson,,,yerlipsareblue@gmail.com,,List import
9599538,,Greg Heller,,,gheller@hcrwealth.com,,List import
9542197,,Imani Richards,,,imani_richards@hotmail.com,,List import
9577105,,Steven Canali,,,scanali@fscadvisor.com,,List import
10648086,,Kyle Simmons,,,kyle@simmonsinvest.com,,List Import
10614388,,Scot Karr,Financial Advisor,,scot_karr@glic.com,,List Import
10645543,,Joseph Lunkes,,,jlunkes@houlihan.com,,List Import
10878225,Inactive Investor,Mirna Menendez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9563204,,Eddie Crypto,,,eldat12345678@gmail.com,,List import
10935448,Inactive Investor,Timothy Burkhardt,,Fidelity Brokerage Services LLC Monterey CA 553 Munras Ave,timothy.burkhardt@fmr.com,,Salesforce
9590956,,Craig Smith,,,craig.smith@ppmamerica.com,,List import
11155044,Inactive Investor,Katelyn Williams,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11012396,Inactive Investor,Ryan Snedden,,"OneAmerica Securities, Inc. Fresno CA Private Residence",,,Salesforce
332887,,Cherry Phan,Portfolio Manager,Durbin Bennett Wealth Management,cherryphan@durbinbennettwealth.com,,
9551669,,Michael McErlean,,,mike_mcerlean@yahoo.com,,List import
10799089,Inactive Investor,Molly Chelovich,,"Raymond James & Associates, Inc. Grand Rapids MI 51 Ionia Ave SW",molly.chelovich@raymondjames.com,,Salesforce
11222800,,David Allen,,,dallen@merceradvisors.com,,List Import
11144853,Inactive Investor,Staci Fall,Senior Associate Director;Team Lead,"Equity Services, Inc. Salem NH Private Residence",sfall@nationallife.com,,Salesforce
11144852,Inactive Investor,Yossi Yakar,,"Equity Services, Inc. Bradenton FL 9040 Town Center Pkwy",yagar_joe@nlvmail.com,,Salesforce
11221180,,Christopher Zook,,,caz@cazinvestments.com,,List import
10966365,Inactive Investor,Nicholas Shevland,Chief Compliance Officer;Founder;Managing Member,Breakwater Wealth Management,,,Salesforce
9582704,,Charles Smith,,,charlesgsmith@financialguide.com,,List import
10839357,Inactive Investor,Brett Kendig,,"FBL Marketing Services, LLC Osborne KS 1113 W US Hwy 24",brett.kendig@fbfs.com,,Salesforce
9555511,,Aaron Benson,,,abenson@rwbaird.com,,
11038093,Inactive Investor,Mark Viggiano,,"FMSbonds, Inc. Mount Kisco NY 120 Kisco Ave",mviggiano@fmsbonds.com,,Salesforce
9625639,,Hansan Jamal,,,hbj.jamal@gmail.com,,List import
11008801,Inactive Investor,Brandon Peterson,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,bjpeterson01@ft.newyorklife.com,,Salesforce
10960670,Inactive Investor,Abigail Fields,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10816062,Inactive Investor,Mihaela Dogaru,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",mihaela.dogaru@ml.com,,Salesforce
9614056,,?? ?,,,sasasa@nate.com,,List import
10921575,Inactive Investor,Alan Evans,,"Osaic Wealth, Inc. Marietta GA Private Residence",,,Salesforce
10830836,Inactive Investor,Timothy Stracka,Founding Principal;Managing Member,"1492 Capital Management, LLC",tstracka@1492cm.com,,Salesforce
10957018,Inactive Investor,Richelle Bain,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
10891352,Inactive Investor,Matthew Lenerville,,Fidelity Brokerage Services LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11026089,Inactive Investor,Steven Denton,Partner,Merit Financial Advisors Davidson NC 130 Harbour Place Dr,sdenton@meritfa.com,,Salesforce
11049866,Inactive Investor,Patrick Sherman,,Edward Jones Longmeadow MA 175 Dwight Rd,,,Salesforce
10981183,Inactive Investor,Eric Morel,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,eric.morel@jpmorgan.com,,Salesforce
342198,,Ravdeep Chanana,Vice President,"Gemspring Capital Management, Llc",ravdeep@gemspring.com,203-842-8941,Manual List Upload
10760314,Inactive Investor,Jonathan De Varso,Senior Wealth Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. New York NY 1 Park Ave,jonathan.s.devarso@citi.com,,Salesforce
10878681,Inactive Investor,Johnathan Etherly,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11125720,Inactive Investor,Myles Laroux,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",,,Salesforce
11119911,Inactive Investor,Erica Wu,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Campbell CA 900 E Hamilton Ave",ewu@beaconpointe.com,,Salesforce
10767885,Inactive Investor,Mark Scarlett,Member;Portfolio Manager;Principal;Regulatory Contact,Northwest Investment Counselors,,,Salesforce
11072115,Inactive Investor,William Keeth,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11085824,Inactive Investor,Jonathan Ebrahimoon,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,jebrahimi@ft.newyorklife.com,,Salesforce
10929317,Inactive Investor,Brian Gosz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",brian.l.gosz@ml.com,,Salesforce
11080544,Inactive Investor,Melissa Kress,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11157973,Inactive Investor,Christopher Neeb,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",christopher_neeb@ml.com,,Salesforce
11059155,Inactive Investor,Thomas Anderson,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
10938351,Inactive Investor,Steven Mitchell,Financial Consultant,"Charles Schwab & Co., Inc. Atlanta GA 3260 Walton Riverwood Ln SE",,,Salesforce
10910573,Inactive Investor,Miranda Harper,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,miranda.alquinta@fidelity.com,,Salesforce
88478,,David Gray,"Member, Chief Compliance Officer","Parisi Gray Wealth Management, Llc",dgray@parisigray.com,973-358-4921,Manual List Upload
10848712,Inactive Investor,Anthony Levi,Financial Advisor,"Wells Fargo Clearing Services, LLC Anderson IN 141 W 22nd St",anthony.levi@wellsfargoadvisors.com,,Salesforce
10870870,Inactive Investor,Bryce Kronk,Associate Advisor,Commonwealth Financial Network Portland ME 22 Free St,bkronk@commonwealth.com,,Salesforce
10934931,Inactive Investor,Matthew Mattimore,Financial Professional,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
9612822,,shamshad jaffer,,,shamshadj@aol.com,,List import
11045284,Inactive Investor,John Webb,,"Equitable Advisors, LLC Ridgeland MS 401 Fontaine Pl",culpepper.webb@equitable.com,,Salesforce
10951080,Inactive Investor,Sarah Lambert,,LPL Financial LLC Lakeville MN 10543 165th St W,,,Salesforce
6657056,,Clarance Evans,,,leslie2005@gmail.com,,Web Form Fillout
10831836,Inactive Investor,John Geder,President,"Geder Investment Management, Inc.",,,Salesforce
9552437,,Willa AuYeung,,,willaauyeung@gmail.com,,List import
10868974,Inactive Investor,Scott Carpinelli,,"Farmers Financial Solutions, LLC Arlington Heights IL 1447 E Palatine Rd",scarpinelli@farmersagent.com,,Salesforce
11218936,,Katrina Ellenberg,,,katie.ellenberg@genevacap.com,,Other
11107693,Inactive Investor,Danielle Cefalu,,"Stifel, Nicolaus & Company, Incorporated Saratoga Springs NY 18 Division St",danielle.cefalu@stifel.com,,Salesforce
11238984,Inactive Investor,David Young,,Galaxy Plus,dyoung@galaxyplus.io,,Salesforce
9558109,,Jenny Navas,,,jenny.navas@leumiusa.com,,List import
10757092,Inactive Investor,Jared Singh,Financial Advisor;Financial Planning Specialist,Morgan Stanley Dallas TX 2121 N Pearl St,jared.singh@morganstanley.com,,Salesforce
10792571,Inactive Investor,David Mills,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Pearland TX 8401 Broadway St",david.mills@wellsfargo.com,,Salesforce
197352,,Sam Belsito,,[Unknown],sbelsito@smithbrothersfs.com,,
10787898,Inactive Investor,Gordon Yeung,,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",gordon.yeung@schwab.com,,Salesforce
10885161,Inactive Investor,Jonathan Avecillas,,Citigroup Global Markets Inc.,,,Salesforce
10878902,Inactive Investor,Ermelinta Capozzi,Senior Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,melinda.capozzi@jpmorgan.com,,Salesforce
11036764,Inactive Investor,Andrew Nelson,Financial Professional,LPL Financial LLC Westhampton Beach NY 115 Main St,andrew.nelson1@lpl.com,,Salesforce
9632132,,Michael Richardson,,,mike.richardson@bigmarketing.co.uk,,List import
10907626,Inactive Investor,Blake Baxter,Financial Advisor,LPL Financial LLC Encinitas CA 144 W D St,blake.baxterjr@lpl.com,,Salesforce
9545076,,Kelly Lind,,,kelly.lind@unionbank.com,,List import
9627105,,Jose Narbaiz,,,jnarbaiz@hotmail.com,,List import
11167024,Inactive Investor,Brian Stray,Financial Associate,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,brian.stray@thrivent.com,,Salesforce
11152003,Inactive Investor,Helene Thoman,Financial Advisor,Morgan Stanley Toledo OH 7311 Crossleigh Ct,helene.beat@morganstanley.com,,Salesforce
10873420,Inactive Investor,Mark Hoffman,,GWN Securities Inc.,mhoffman@gwnsecurities.com,,Salesforce
10944143,Inactive Investor,Brian Gadsby,Financial Advisor,Edward Jones Huntington Beach CA 17011 Beach Blvd,brian.gadsby@edwardjones.com,,Salesforce
11052901,Inactive Investor,Robert Schoen,,Cetera Financial Specialists LLC Itasca IL 115 W Orchard St,,,Salesforce
9573384,,Onno Weug,,,onnoweug@zeelandnet.nl,,List import
10872002,Inactive Investor,John Miller,Financial Advisor,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",jmiller@pinnacle-llc.com,,Salesforce
11001276,Inactive Investor,Martha Evans,Financial Advisor,"Howard Bailey Securities, LLC",,,Salesforce
10791007,Inactive Investor,John Zaro,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley New York NY 1 Penn Plz,john.a.zaro@morganstanley.com,,Salesforce
10915562,Inactive Investor,Kellan Herndon,Financial Advisor,Edward Jones Lynden WA 6912 Hannegan Rd,kellan.herndon@edwardjones.com,,Salesforce
9591002,,Vadim Khramov,,,vadimkhramov@gmail.com,,List import
198161,,Briana Kahoano,,United States,bkahoano@gmail.com,,
10958028,Inactive Investor,Karin Chu,,J.P. Morgan Securities LLC Las Vegas NV 1980 Festival Plaza Dr,,,Salesforce
10606245,,Eric Penna,"Associate Manager, Financial Advisor, Managing Director","Ameriprise Financial Services, LLC",eric.penna@ampf.com,917-472-2676,List Import
10832282,Inactive Investor,Holly Mills,Financial Advisor,Edward Jones Gillette WY 801 E 4th St,holly.mills@edwardjones.com,,Salesforce
10612852,,Maria Cappa,Financial Advisor,,maria.j.cappa@ampf.com,,List Import
11230654,Inactive Investor,Steven Coates,Financial Advisor,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",steven.coates@ampf.com,,Salesforce
10938210,Inactive Investor,Charles Maas,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",charles.maas@tfaconnect.com,,Salesforce
339769,,Kevin Bhatt,"Managing Partner, Limited Partner",Long Ridge Equity Partners,kbhatt@lrepllc.com,212-951-8651,Manual List Upload
11205385,Inactive Investor,Christyl Collins,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11204557,Inactive Investor,Lizabeth Moses,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,lizabeth.moses@ubs.com,,Salesforce
10797952,Inactive Investor,Jonathan Moulton,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Fishkill NY 300 Westage Business Ctr Dr,jonathan.moulton@opco.com,,Salesforce
11218618,,Kevin Kelly,,,kevin.p.kelly@wellsfargoadvisors.com,,Other
10919520,Inactive Investor,John Hammons,Senior Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",john.hammons3@raymondjames.com,,Salesforce
9544974,,Lynsey Richter,,,lynsey.richter@gr-financialgroup.com,,List import
11140233,Inactive Investor,Melissa Higgins,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10962206,Inactive Investor,Keith Carter,,"Raymond James Financial Services, Inc. Oklahoma City OK 6501 Tinker Diagonal",keith.carter@raymondjames.com,,Salesforce
10931691,Inactive Investor,Tyhe Gerlach,,"Northwestern Mutual Investment Services, LLC Aberdeen SD 1011 1st Ave SE",tyhe.mischke@nm.com,,Salesforce
10932705,Inactive Investor,Micah Hanson,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
9624651,,Alan Wu,,,lifecollector@gmail.com,,List import
10943958,Inactive Investor,James Lauzon,,"Osaic Wealth, Inc. Dedham MA 3 Allied Dr",,,Salesforce
10761427,Inactive Investor,Chris Lindblad,Financial Advisor;Vice President,Morgan Stanley Glenview IL 2700 Patriot Blvd,chris.lindblad@morganstanley.com,,Salesforce
11182997,Inactive Investor,Zenas Gurley,,Momentum Independent Network Inc. Scottsdale AZ 7825 E Gelding Dr,zenas.gurley@momentumin.com,,Salesforce
11166933,Inactive Investor,Kolsen Bender,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",kolsen.bender@ml.com,,Salesforce
11046083,Inactive Investor,Robert Stark,Chairman Emeritus,Calder Financial Group,bob@calderadvisors.com,,Salesforce
11001068,Inactive Investor,Chase Hernandez,,"TradeStation Securities, Inc.",chernandez@tradestation.com,,Salesforce
10873261,Inactive Investor,Corey Lindsey,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10919284,Inactive Investor,Kaitlin Meek,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 333 S 7th St",,,Salesforce
349054,,Brent Benkovic,Managing Director,Sandler Capital Management,brent@sandlercap.com,212-754-8100,Manual List Upload
11094114,Inactive Investor,Willis Wulf,Associate,Thrivent Investment Management Inc. Williamsburg IA 102 W Welsh St,willis.wulf@thrivent.com,,Salesforce
11208146,Inactive Investor,Matthew Simpson,Research Analyst,Fisher Investments,,,Salesforce
9543375,,Bradley Chapman,,,bradley.chapman@opuspwg.com,,List import
9586927,,Kayum Bhati,,,kk813060@gmail.com,,List import
10884013,Inactive Investor,Nathaniel Cox,Chief Investment Officer,Two Prime LLC Denver CO 1615 Platte St,,,Salesforce
10762542,Inactive Investor,Christopher Peters,Financial Advisor,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,cwpeters@rwbaird.com,,Salesforce
9575448,,Joanne Natale,,,joanne.natale@securitiesamerica.com,,List import
10753353,Inactive Investor,Lisa Shannon,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",lshannon2@ml.com,,Salesforce
9593272,,Jeffrey Sims,,,trinity.intl.perfusion.service@gmail.com,,List import
11133353,Inactive Investor,Liam Walsh,Registered Client Associate,Morgan Stanley New York NY 101 Park Ave,liam.walsh@morganstanley.com,,Salesforce
11012016,Inactive Investor,Jalen Lund,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",jalen.lund@equitable.com,,Salesforce
10797025,Inactive Investor,Christopher Knight,Chief Compliance Officer;President,The Palmer Knight Company,christopher@palmerknight.com,,Salesforce
10777621,Inactive Investor,Mark Fishlowitz,Financial Advisor,Edward Jones Chatsworth CA 9913 Topanga Canyon Blvd,mark.fishlowitz@edwardjones.com,,Salesforce
11023855,Inactive Investor,Jonathan Hicks,Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,jonathan.hicks@morganstanley.com,,Salesforce
10934754,Inactive Investor,Daniel Heini,,The Tavenner Company Warren MI 31201 Chicago Rd S,,,Salesforce
11001111,Inactive Investor,Angela Petti,,"Wells Fargo Clearing Services, LLC Toms River NJ 730 Jamaica Blvd",angela.petti@wellsfargo.com,,Salesforce
11104587,Inactive Investor,Henry Cook,,PNC Investments Sellersburg IN 7520 Hwy 311,henry.cook@pnc.com,,Salesforce
11082184,Inactive Investor,Raul Rendon,,PFS Investments Inc. Tucson AZ 5920 E Pima St,rrendon@primerica.com,,Salesforce
9543813,,clovis beason,,,tchbjr@gmail.com,,List import
9586768,,Dameka Bethel,,,damekabethel@hotmail.com,,List import
11171607,Inactive Investor,Andrew Wood,,AMI Asset Management Corp,awood@amiassetmanagement.com,,Salesforce
10834264,Inactive Investor,William Sullivan,First Vice President,"Raymond James & Associates, Inc. Bedminster NJ 350 Main St",william.sullivan@raymondjames.com,,Salesforce
10853539,Inactive Investor,Hee Kim,,"Charles Schwab & Co., Inc. Henderson NV 2360 Corporate Cir",,,Salesforce
11116500,Inactive Investor,Kristin Ezzell,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",kristin.ezzell@truist.com,,Salesforce
9617587,,Justin DuPere,,,jdupere@waudcapital.com,,List import
10776614,Inactive Investor,Daniel Krause,Branch Manager,Morgan Stanley Waukesha WI 20975 Swenson Dr,daniel.t.krause@morganstanley.com,,Salesforce
11030290,Inactive Investor,Tanya McElwain,,"SCF Securities, Inc. Friendswood TX Private Residence",,,Salesforce
11234921,Inactive Investor,Jeffrey Palleschi,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Rochester MI 1055 S Blvd E",,,Salesforce
11236346,Inactive Investor,Nicholas Boyden,Client Advisor;Team Leader,The Joseph Group Capital Management,nick.boyden@josephgroup.com,,Salesforce
9620174,,D Smith,,,backroads1@comcast.net,,List import
11145989,Inactive Investor,Anthony Raieta,Client Service Associate,UBS Financial Services Inc. San Francisco CA 555 California St,anthony.raieta@ubs.com,,Salesforce
10820265,Inactive Investor,Ryan Walder,,"Cambridge Investment Research, Inc. Wyoming MI 1009 44th St SW",,,Salesforce
10836345,Inactive Investor,Donald Gehrig,Financial Advisor,"Ameriprise Financial Services, LLC East Meadow NY 90 Merrick Ave",donald.m.gehrig@ampf.com,,Salesforce
11076591,Inactive Investor,Emma Shelton,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11206891,Inactive Investor,Zachary Volousky,Financial Consultant,LPL Financial LLC Charleston SC 1185 Folly Rd,,,Salesforce
10855448,Inactive Investor,Aaron Bell,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",aaron.bell@nm.com,,Salesforce
10990878,Inactive Investor,Michael Sciortino,,"Cambridge Investment Research, Inc. Mandeville LA 1070B W Causeway Approach",,,Salesforce
10902532,Inactive Investor,Jason Sartori,,"Voya Financial Advisors, Inc. Sherrill IA Private Residence",jason.sartori@voya.com,,Salesforce
9546910,,Brian Rogness,,,byron9876@gmail.com,,List import
11160081,Inactive Investor,Paul Sortal,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,paul.sortal@opco.com,,Salesforce
10778531,Inactive Investor,Osvaldo Rojas,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Palo Alto CA 245 Lytton Ave,osvaldo.rojas@morganstanley.com,,Salesforce
9555488,,Patrick Joyce,,,joyce@oberweis.net,,
11185525,Inactive Investor,Robert Becerra,,"WesBanco Securities, Inc. Wheeling WV 1 Bank Plz",becerra@wesbanco.com,,Salesforce
10830160,Inactive Investor,Nancine Hayden,Financial Advisor,Edward Jones Ojai CA 1211 Maricopa Hwy,nancine.hayden@edwardjones.com,,Salesforce
10892793,Inactive Investor,Myriam Morales,,"Allstate Financial Services, LLC Lake Worth FL 6400 Melaleuca Ln",molivares@allstate.com,,Salesforce
11169165,Inactive Investor,Joshua Mulder,,"Raymond James Financial Services, Inc. Highland MI 1641 S Milford Rd",josh.mulder@raymondjames.com,,Salesforce
9638505,,Peter Lacaillade,,,placaillade@scsfinancial.com,,List import
10865637,Inactive Investor,Christine Pinto,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christine.pinto@fidelity.com,,Salesforce
9589842,,Troy Daum,,,troy@wealthanalytics.com,,List import
11209982,Inactive Investor,Alvaro Grullon,Vice President,"Charles Schwab & Co., Inc. Orlando FL Private Residence",al.grullon@schwab.com,,Salesforce
11035471,Inactive Investor,Bianca Magallanes,Relationship Banker,J.P. Morgan Securities LLC Chicago IL 1809 W Lawrence Ave,bianca.magallanes@jpmorgan.com,,Salesforce
10347693,,Andrew Hirsch,,,andrewdhirsch@gmail.com,,Web Form Fillout
9611258,,CHRISTOPHER MCGRATH,,,km5722@aim.com,,List import
11202493,Inactive Investor,Jordan Cornett,,PFS Investments Inc. Boise ID 6400 W Contractors St,jcornett@primerica.com,,Salesforce
11009632,Inactive Investor,Alec Bartz,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
11036768,Inactive Investor,Michael Cerro,,"Equitable Advisors, LLC Laguna Hills CA 22982 La Cadena Dr",michael.cerro@equitable.com,,Salesforce
9560517,,Mr Sheeda,,,sheeda.online@gmail.com,,List import
10900593,Inactive Investor,Richard Campbell,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Valdosta GA 3555 N Crossing Cir",campbellr@stifel.com,,Salesforce
10820982,Inactive Investor,David Nelson,,Cetera Advisor Networks LLC Midvale UT 6955 S Union Park Ctr,,,Salesforce
11254722,Inactive Investor,Jonathan Heger,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,jonheger.team@fidelity.com,,Salesforce
11209637,Inactive Investor,Corie Nicolay,Member,"Halcyon Wealth Management, LLC Arvada CO 5990 Kipling St",,,Salesforce
10892377,Inactive Investor,Jeremy Echuck,,"Osaic Wealth, Inc. Alpharetta GA 1200 Old Alpharetta Rd",,,Salesforce
10612928,,Vincent Petrosini,Financial Advisor,,vincent.petrosini@lpl.com,,List Import
11025902,Inactive Investor,Sandra Torres,,Cetera Investment Services LLC El Cajon CA 898 Jackman St,,,Salesforce
9547800,,Andreas Wister Nilsen,,,wister_a@hotmail.com,,List import
11077511,Inactive Investor,Sharon Russell,Financial Advisor,Edward Jones Beeville TX 108 N Washington St,sharon.russell@edwardjones.com,,Salesforce
10793811,Inactive Investor,Michael Resler Hammer,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,michael.reslerhammer@ubs.com,,Salesforce
10827596,Inactive Investor,Jill Bracci,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Dayton OH 7777 Washington Village Dr,jill.bracci@morganstanley.com,,Salesforce
59357,,Michael Davis,Financial Services Professional,Eagle Strategies LLC,mdavis2@eaglestrategies.com,978-534-0130,
1002192,Inactive Investor,Elaine Espinal,,Continental Stock Transfer & Trust,eespinal@continentalstock.com,212.509.4000,
11065896,Inactive Investor,Christopher Rea,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley San Francisco CA 101 California St,christopher.rea@morganstanley.com,,Salesforce
9645438,,Ben Towne,,,townedata+grayscale@gmail.com,,List import
11104563,Inactive Investor,Bradley Baumgartner,,LPL Financial LLC Ft. Lauderdale FL Private Residence,bradley.baumgartner@lpl.com,,Salesforce
10766676,Inactive Investor,David Traverso,Financial Advisor;Senior Vice President,Morgan Stanley Oakland CA 1999 Harrison St,,,Salesforce
10895500,Inactive Investor,Patrick Adams,Chief Compliance Officer;Chief Executive Officer;Regulatory Contact,PVG Asset Management Corp Englewood CO 5975 S Quebec St,padams@pvgasset.com,,Salesforce
9611913,,Stacie Giddings,,,sgiddings@perigonwealth.com,,List import
5870,,João Carlos R,,[[Unknown]],jc.ricardo58@gmail.com,,Initial Salesforce Import
10970749,Inactive Investor,Alec Tieber,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10808395,Inactive Investor,Thomas Poteat,Financial Advisor;Portfolio Management Director;Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,thomas.g.poteat@morganstanley.com,,Salesforce
9562160,,Steven -,,,stevendreyfuss@gmail.com,,List import
11055074,Inactive Investor,Limor Biran-Tal,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
11209417,Inactive Investor,Scott Ballard,President;Principal;Secretary,"Bergland Wealth Management, Inc.",,,Salesforce
10945153,Inactive Investor,Earl Colboth,,Edward Jones Anna IL 120 N Main St,tommy.colboth@edwardjones.com,,Salesforce
11115861,Inactive Investor,Clovis Lewis,,"Farmers Financial Solutions, LLC Houston TX 2200 North Loop W",llewis@farmersagent.com,,Salesforce
10494584,,David Portnoy,"Chief Compliance Officer, Managing Member",Upspring Capital LLC,dportnoy@upspringcapital.com,,List Import
10980943,Inactive Investor,Jeremy Tucker,,"Farmers Financial Solutions, LLC Littleton CO 5601 S Broadway",jtucker1@farmersagent.com,,Salesforce
10939277,Inactive Investor,Richard Barrett,Chief Investment Officer;Partner,"CW Advisors, LLC",rbarrett@congresswealth.com,,Salesforce
11115702,Inactive Investor,Sarah Eddy,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
229394,, -,,[[Unknown]],mddieng58@gmail.com,,
9586918,,James Flynn,,,jflynn@deerfield.com,,List import
10801058,Inactive Investor,Nikki Wheeler,,"Intrepid Financial Planning Group, LLC Indianapolis IN 9200 Keystone Xing",nikki@intrepidfinancial.com,,Salesforce
9545618,,Catalina Santos,,,csantos@cweil.com,,List import
11211021,Inactive Investor,Adam Schiesl,Financial Associate,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,adam.schiesl@thrivent.com,,Salesforce
10819843,Inactive Investor,Daniel Wimer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",daniel.wimer@ml.com,,Salesforce
10953450,Inactive Investor,Kathleen Elliott,Financial Advisor,Trivelloni Asset Management,kathleen@trivam.com,,Salesforce
11188395,Inactive Investor,Dara Pallatto,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10770741,Inactive Investor,Dalit Goldwert,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",,,Salesforce
11022229,Inactive Investor,Lauren Oschman,Chief Executive Officer;Co-Founder;Partner,Vestia Personal Wealth Advisors Nashville TN 3200 West End Ave,loschman@vestia.com,,Salesforce
11054637,Inactive Investor,Richard Blondheim,Financial Advisor;First Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,richard.blondheim@morganstanley.com,,Salesforce
11057692,Inactive Investor,Ethan West,,Vanguard Marketing Corporation,ethan_west@vanguard.com,,Salesforce
11204397,Inactive Investor,John Barry,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",john.barry@equitable.com,,Salesforce
10832851,Inactive Investor,Rafal Mosior,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",rafal.mosior@ml.com,,Salesforce
10867230,Inactive Investor,Daniel Kasischke,,State Farm VP Management Corp. East Lansing MI 735 W Lake Lansing Rd,,,Salesforce
10845254,Inactive Investor,Thomas Meehl,,"Allstate Financial Services, LLC Philadelphia PA 2830 Cottman Ave",thomasmeehl@allstate.com,,Salesforce
10797121,Inactive Investor,Jeffery Avant,Financial Advisor,Edward Jones Memphis TN 7953 Stage Hills Blvd,jeff.avant@edwardjones.com,,Salesforce
10818927,Inactive Investor,Darren Wilson,Financial Advisor,Edward Jones North Charleston SC 5401 Netherby Rd,darren.wilson@edwardjones.com,,Salesforce
10965125,Inactive Investor,Nicholas Daniel,Chief Compliance Officer;Co-Founder,Columbus Wealth Management,,,Salesforce
1001196,Inactive Investor,Doug Carper,,Douglas E Carper Revocable Trust,doug@deccapital.com,,
10911721,Inactive Investor,Crystel Leidy,,Key Investment Services LLC Greensburg PA 6084 State Rte 30,crystel.leidy@key.com,,Salesforce
11029003,Inactive Investor,Mark Stufano,,"Wilmington Capital Securities, LLC Westbury NY 775 Old Country Rd",mstufano@wilmingtoncap.com,,Salesforce
11184257,Inactive Investor,Christopher Hidalgo,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,christopher.hidalgo@ubs.com,,Salesforce
11187917,Inactive Investor,Rodolfo Partida,,State Farm VP Management Corp. Omaha NE 3323 L St,rodolfopartida@statefarm.com,,Salesforce
10977929,Inactive Investor,Tenley Desjardins,Wealth Advisor,Corient Charlotte NC 4201 Congress St,tenley.desjardins@corient.com,,Salesforce
10919779,Inactive Investor,Robert Dyer,,LPL Financial LLC Arvada CO 6355 Ward Rd,rcdyer@lpl.com,,Salesforce
175718,,Mike Vogel,Chairman,[Unknown],mav@elcotcapital.com, +44 (0)20 7881 0933,Database Upload
10920801,Inactive Investor,Hardev Goswami,,The O.N. Equity Sales Company Jacksonville FL Private Residence,,,Salesforce
11030276,Inactive Investor,Michael Chandler,,LPL Financial LLC Ridgeland MS 758 S Pear Orchard Rd,michael.chandler@lpl.com,,Salesforce
9647735,,Curt Summer,,,curtsummer@hotmail.com,,List import
9591311,,Alissa Hirsh,,,alissahirsh@gmail.com,,List import
11137494,Inactive Investor,Emily Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
340970,,Patrick O'Hearn,Support Advisor,Kelman Lazarov Inc,patrick@kelman-lazarov.com,901-685-8284,Manual List Upload
11183013,Inactive Investor,Basil Anastasopoulos,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",,,Salesforce
9598941,,Robert Sponseller,,,robert.sponseller@hansonmcclain.com,,List import
10928298,Inactive Investor,Federico Gonzalez,,PFS Investments Inc. Knoxville TN 11424E Kingston Pike,federico.gonzalez@primerica.com,,Salesforce
11169704,Inactive Investor,Levetta Rivera,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11194389,Inactive Investor,Traci Miller,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley El Paso TX 303 N Oregon St,traci.miller@morganstanley.com,,Salesforce
9540564,,Kevin Shao,,,shaojianliang@canaan-creative.com,,List Import
10936853,Inactive Investor,Brigette Dinicola,,"M Holdings Securities, Inc. Needham Heights MA 197 1st Ave",,,Salesforce
10805173,Inactive Investor,Terri Feeney,Chief Financial Officer;Controller,"The Colony Group, LLC Boston MA 2 Atlantic Ave",tfeeney@thecolonygroup.com,,Salesforce
11155183,Inactive Investor,James Lepp,,"Cambridge Investment Research, Inc. Waleska GA 166 Ridgewood Dr",jlepp@cambridgeresource.com,,Salesforce
9554882,,Melissa Nims,,,mnims@linxpartners.com,,List import
10661482,,Erika Bateman,,,ebateman@inspirionwealth.com,,List Import
11193929,Inactive Investor,Justin Wellen,Entertainment Director;Financial Advisor;Senior Vice President,Morgan Stanley Newtown Square PA 3803 W Chester Pike,justin.wellen@morganstanley.com,,Salesforce
239824,,Luke Wingfield Digby,Co-founder,Orbital,luke@getorbital.com,,Event
11181296,Inactive Investor,Mark Williams,,Vanguard Marketing Corporation,mark_williams@vanguard.com,,Salesforce
10874992,Inactive Investor,Michael D'Angelis,Senior Wealth Advisor,LPL Financial LLC Paramus NJ 461 From Rd,michael.dangelis@lpl.com,,Salesforce
11187281,Inactive Investor,Tammie Donnelly,Senior Service Associate,Morgan Stanley Palm Desert CA 74199 El Paseo,tammie.donnelly@morganstanley.com,,Salesforce
11229604,Inactive Investor,Elizabeth Garfield,,Jefferies LLC,,,Salesforce
9598909,,Christopher SIEDENTOPF,,,topperfcb@gmail.com,,List import
10760351,Inactive Investor,Annette Crnilovic,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",annette_crnilovic@ml.com,,Salesforce
11131792,Inactive Investor,James Santo,,"MML Investors Services, LLC Salem NH 224 Main St",,,Salesforce
11076488,Inactive Investor,Douglas Kuhlman,Chief Compliance Officer;Managing Member;Managing Partner,"Paradigm Wealth Management, LLC",dougkuhlman@investpwm.com,,Salesforce
10803097,Inactive Investor,Kevin Gertz,,"VALIC Financial Advisors, Inc. Pittsburgh PA 3 Penn Ctr W",kevin.gertz@valic.com,,Salesforce
10994975,Inactive Investor,Ryan Castelli,,"Farmers Financial Solutions, LLC",ryan.ccastelli@farmersagency.com,,Salesforce
10978770,Inactive Investor,Christopher Anderson,,J.P. Morgan Securities LLC Gig Harbor WA 5225 Borgen Blvd NW,christopher.anderson@jpmorgan.com,,Salesforce
11086588,Inactive Investor,Sandra Duff,Paraplanner,"Ameriprise Financial Services, LLC Greenbelt MD 7711 Belle Point Dr",sandra.l.duff@ampf.com,,Salesforce
11073338,Inactive Investor,Simone Vannoy,Chief Compliance Officer;Corporate Secretary;President;Secretary;Treasurer,"Vannoy Advisory Group, Inc. San Antonio TX 700 N Saint Marys St",simone@vannoyadvisorygroup.com,,Salesforce
9605296,,Daniel Mullen,,,dmullen@dtinvestmentpartners.com,,List import
11079887,Inactive Investor,Philip Dentler,,J.P. Morgan Securities LLC Ada MI 455 Ada Dr SE,philip.dentler@chase.com,,Salesforce
9632696,,Scott Kalb,,,scott.kalb@kltiadvisors.com,,List import
10618839,,Nicholas Lamb,,,nlamb@sageviewadvisory.com,,List Import
10862268,Inactive Investor,Michael Urpi,Research Analyst;Researcher,"Emergent Financial Services, LLC.",michael@emergentfs.com,,Salesforce
9583166,,Lisa Youk,,,lyouk@ft.newyorklife.com,,List import
11232860,Inactive Investor,Kaystan Moffitt,,"Wells Fargo Clearing Services, LLC San Antonio TX 24531 W Interstate 10",,,Salesforce
10834688,Inactive Investor,Christopher Denholm,Advisor;Chief Compliance Officer;Managing Member;Partner,"Objective Capital Management, LLC",chris@ocmwealth.com,,Salesforce
9562615,,Rupert Maximilian Ommerborn,,,maxrupert@gmail.com,,List import
10986224,Inactive Investor,Charles Girling,,"Equity Services, Inc. Charlotte NC 5925 Carnegie Blvd",,,Salesforce
10835340,Inactive Investor,Robert Preston,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Lexington KY 444 E Main St",robert.preston@equitable.com,,Salesforce
11121277,Inactive Investor,Maie Ibrahim,Wealth Management Advisor,LPL Financial LLC Somers NY Private Residence,maie.ibrahim@lpl.com,,Salesforce
10990528,Inactive Investor,Traci Truett,Relationship Banker,"Wells Fargo Clearing Services, LLC College Station TX 200 SWouthwest Pkwy E",,,Salesforce
9574255,,Paul Ferrigno,,,paul.ferrigno@fscadvisor.com,,List import
10929541,Inactive Investor,Nicole Harrison,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
10927032,Inactive Investor,Frederick Tulloss,,"Level Four Financial, LLC Wilson NC 2301 Airport Blvd NW",ftulloss@levelfourfinancial.com,,Salesforce
11190272,Inactive Investor,Mark Courtad,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",mark.courtad@schwab.com,,Salesforce
11124603,Inactive Investor,William Foulks,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9567184,,j w,,,bosanig222@coalamails.com,,List import
9637155,,George Bryant,Vice President & Secretary,Crow Holdings Capital,gbryant@crowholdingscapital.com,,List import
10986429,Inactive Investor,Bianca White,,"Cambridge Investment Research, Inc.",,,Salesforce
10754685,Inactive Investor,Barry Steinberg,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",barry.steinberg@wellsfargoadvisors.com,,Salesforce
9639964,,Rachid Tolba,,,rachid.tolba@socgen.com,,List import
9643735,,Moha Alotbey,,,m.alotbey@gmail.com,,List import
11259992,Inactive Investor,Michelle Arias,,J.P. Morgan Securities LLC El Monte CA 11001 Main St,,,Salesforce
10782381,Inactive Investor,Michael Breen,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kailua Kona HI 78-6831 Alii Dr",michael_j_breen@ml.com,,Salesforce
350473,,Brendan Fogarty,Associate,"Argand Partners, Lp",bfogarty@argandequity.com,212-588-6470,Manual List Upload
11158560,Inactive Investor,David Owen,Retirement Plan Consultant,SCS,dave.owen@northwestscs.com,,Salesforce
11197204,Inactive Investor,Brian Arnold,Planning Consultant,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",brian.arnold@schwab.com,,Salesforce
232209,, -,,[[Unknown]],shimmianz1241@gmail.com,,
11212377,Inactive Investor,Geoffrey Tomes,,"Sanctuary Securities, Inc.",gtomes@sanctuarywealth.com,,Salesforce
237259,, -,,[[Unknown]],kingstoner7751671@icloud.com,,
11156825,Inactive Investor,Joseph Montgomery,,LPL Financial LLC Decatur AL 254 Moulton St E,joseph.montgomery@lpl.com,,Salesforce
9546552,,William Farraj,,,wfarraj@sagepointadvisor.com,,List import
11148301,Inactive Investor,Calvin Sales,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,csales@ft.newyorklife.com,,Salesforce
231870,, -,,[[Unknown]],kwagenfuhr@comcast.net,,Paid Search
11220372,,Kevin Endo,,,kevin_endo@troweprice.com,,Other
9645704,,Alan Jilka,,,aejilka@swbell.net,,List import
10891895,Inactive Investor,Shannon Meisner,,Janney Montgomery Scott LLC Columbus OH 1070 Yard St,smeisner@janney.com,,Salesforce
10879276,Inactive Investor,Jason Noah,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10837422,Inactive Investor,John Luksa,,"SWBC Investment Services, LLC",john.luksa@swbc.com,,Salesforce
10647880,,Karen Miller,,,karen.miller@morganstanley.com,,List Import
11132592,Inactive Investor,Timothy Buys,Partner,Applewhite & Buys Financial Advisors,,,Salesforce
10897700,Inactive Investor,Anthony Puppo,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,anthony.a.puppo@jpmorgan.com,,Salesforce
9582819,,Bob Las,,,v051892@gmail.com,,List import
10983089,Inactive Investor,Yuha Tse,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",yuha.tse@globalinkusa.com,,Salesforce
10946121,Inactive Investor,Amanda Beecher,Financial Advisor,Edward Jones Marysville OH 101 N Main St,mandy.beecher@edwardjones.com,,Salesforce
11172502,Inactive Investor,Sky Yang,,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,sky.yang@primerica.com,,Salesforce
9548599,,Chris Ray,,,chrisray_82@icoud.com,,List import
10778464,Inactive Investor,Robert Rogers,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",robert.rogers5@wellsfargoadvisors.com,,Salesforce
11221109,,James Serkes,,,jserkes@hviaonline.com,,List Import
10770669,Inactive Investor,Sarah Horsch,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",sarah.horsch@wellsfargo.com,,Salesforce
10892539,Inactive Investor,Delores Renfroe,,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",lois.renfroe@raymondjames.com,,Salesforce
11057956,Inactive Investor,Jeb Stump,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
10910458,Inactive Investor,Milton Mori,,J.P. Morgan Securities LLC Fort Lauderdale FL 5055 N Dixie Hwy,milton.mori@chase.com,,Salesforce
10661899,,Timothy Dillow,,,tim.dillow@cypresshldings.com,,List Import
11186677,Inactive Investor,Anthony De La Cruz,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,,,Salesforce
11205397,Inactive Investor,Jeannette Goldstein,Associate,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",jeannette.goldstein@wellsfargo.com,,Salesforce
10911664,Inactive Investor,Eric Keener,,The Huntington Investment Company Dublin OH 5930 Britton Pkwy,eric.keener@huntington.com,,Salesforce
11042812,Inactive Investor,Asha Goldstein,Partner;Wealth Advisor,Vivaldi Capital Management LP,agoldstein@vivaldicap.com,,Salesforce
11026480,Inactive Investor,Evan Muys,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10485019,,Ty Miller,President,Ecp Investment Advisors Llc,tmiller@excapadvisors.com,,List import
11205932,Inactive Investor,Aaron Smith,,"OneAmerica Securities, Inc.",aaron.smith@oneamerica.com,,Salesforce
11131609,Inactive Investor,Ryan Lam,Financial Strategist,Fountainhead Advisors San Ramon CA 2400 Camino Ramon,rlam@fountainhead-advisors.com,,Salesforce
10795266,Inactive Investor,Gary Orkin,,"American Portfolios Financial Services, Inc.",gorkin@americanportfolios.com,,Salesforce
11100630,Inactive Investor,Franklin Payne,Financial Advisor,LPL Financial LLC Pueblo CO 200 W City Center Dr,franklin.payne@lpl.com,,Salesforce
10862769,Inactive Investor,Angela Gress,,"Ameritas Investment Company, LLC",angela.gress@ameritas.com,,Salesforce
11033160,Inactive Investor,Kristin Mazza,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",kristin.mazza@ml.com,,Salesforce
9586716,,Matt Pirner,,,gmatthew@richmondbrothers.com,,List import
10883545,Inactive Investor,Carl Priddy,,"Allstate Financial Services, LLC Greenville NC 801 Moye Blvd",carlpriddy@allstate.com,,Salesforce
9546793,,Nancy Loveland,,,naloveland@unitedplanners.com,,List import
10830245,Inactive Investor,Damien Mora,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",damien.mora@ml.com,,Salesforce
9573147,,Niels Heilmann,,,niels.heilmann@elionllc.com,,List import
11257573,,Darren Bellamy,,,dazzabellz@gmail.com,,Web Form Fillout
10888056,Inactive Investor,Katarina Kern,Investment Specialist;Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,katarina.kern@jpmorgan.com,,Salesforce
9545821,,Jon La Mothe,,,jlamothe@snowdenlane.com,,List import
370734,,Ashley XU,,[Unknown],973481050@qq.com,,Salesforce
10978021,Inactive Investor,Aaron Nick,,William Blair Atlanta GA 3060 Peachtree Rd NW,anick@williamblair.com,,Salesforce
350214,,Brian Einfeldt,Vice President,"Lbc Credit Management, L.p.",beinfeldt@lbccredit.com,215-972-8900,Manual List Upload
11008159,Inactive Investor,Matthew Schimek,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",matthew.schimek@nm.com,,Salesforce
11230728,Inactive Investor,Jonathan Jones,Financial Advisor Trainee,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",jonathan.jones@ampf.com,,Salesforce
10991988,Inactive Investor,Mark Leal,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11078394,Inactive Investor,Chin Liu,,Jefferies LLC San Francisco CA 101 California St,cliu@jefferies.com,,Salesforce
10806208,Inactive Investor,Shih-Hua Liu,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,shih-hua.liu@morganstanley.com,,Salesforce
11208962,Inactive Investor,Roy Abrams,Managing Member,Bryden-Abrams Investment Management LLC,roy@brydenabrams.com,,Salesforce
11183777,Inactive Investor,Todd Lang,Managing Director,"Wells Fargo Advisors Financial Network, LLC Littleton CO 1899 W Littleton Blvd",todd.lang@wfafinet.com,,Salesforce
11136121,Inactive Investor,Loren Morris,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11034687,Inactive Investor,Raj Brahmbhatt,Chief Compliance Officer;Chief Investment Officer;Managing Member,Aldabra Capital Management Walnut Creek CA 7 Santa Rita Dr,raj@aldabracapmgmt.com,,Salesforce
10790062,Inactive Investor,William Fortner,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,william.fortner@ubs.com,,Salesforce
10862604,Inactive Investor,Danielle Barnard,Financial Advisor Associate,Morgan Stanley Denver CO 3033 E 1st Ave,danielle.m.barnard@morganstanley.com,,Salesforce
10796969,Inactive Investor,Diego Mora,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,diego.mora@ubs.com,,Salesforce
11088537,Inactive Investor,Heather MacKenzie,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",heather.mackenzie@rbc.com,,Salesforce
10868805,Inactive Investor,Harvey Lam,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10842098,Inactive Investor,Danny Acedo,,LPL Financial LLC Mesa AZ 1104 W Meseto Ave,,,Salesforce
11104402,Inactive Investor,Kevin Salazar,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",kevin.salazar@nm.com,,Salesforce
9565326,,Euclides Moreno,,,emoreno@morenowmg.com,,List import
10990371,Inactive Investor,Salvatore Calio,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
11235729,Inactive Investor,Russell Jacobson,Client Advisor,"Astoria Strategic Wealth, Inc. Fort Worth TX Private Residence",r.jacobson@astoriastrategicwealth.com,,Salesforce
1002224,Inactive Investor,Mike Barnes,Administration and Financial Investments Manager,Merrion Family Trust,mbarnes@merrion.bz, +1 505 324 5300(105),
10799132,Inactive Investor,John Gardini,,"American Capital Partners, LLC",jgardini@acpweb.com,,Salesforce
10831456,Inactive Investor,Ryan Ward,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Boca Raton FL 595 S Federal Hwy,ryan.j.ward@morganstanley.com,,Salesforce
338189,,John Hawkins,"Partner, Limited Partner","The Sterling Group, L.p.",jhawkins@sterling-group.com,713-877-8257,Manual List Upload
10910048,Inactive Investor,James Copeland,,Commonwealth Financial Network Findlay OH 336 S Main St,jcopeland@commonwealth.com,,Salesforce
10769071,Inactive Investor,Robert Marciniak,Financial Advisor,Edward Jones Allegan MI 1745 34th St,rob.marciniak@edwardjones.com,,Salesforce
9564862,,Adam Cox,,,coxa@hdvest.net,,List import
11210666,Inactive Investor,Yuliya Obshtyr,Private Banker,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,yuliya.obshtyr@jpmorgan.com,,Salesforce
9558851,,Frederick Fedorowich,,,fred.fedorowich@lfg.com,,List import
11095484,Inactive Investor,Michael DeNucci,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",michael_denucci@ml.com,,Salesforce
11134614,Inactive Investor,Corey Gabor,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",corey.gabor@ml.com,,Salesforce
10857316,Inactive Investor,Jared Kohl,Partner;Wealth Management Advisor,Tower Wealth Partners,jkohl@towerwp.com,,Salesforce
9590041,,Hamed Adib,,,hamedadib666@gmail.com,,List import
11064247,Inactive Investor,Lisa David,Financial Advisor,Edward Jones Cedar Park TX 1130 Cottonwood Creek Trl,lisa.fryer@edwardjones.com,,Salesforce
11141006,Inactive Investor,Christopher Mondino,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_mondino@vanguard.com,,Salesforce
11058771,Inactive Investor,Michael Oleszek,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.oleszek@fidelity.com,,Salesforce
9566655,,Piyush Parekh,,,parekh171@yahol.com,,List import
10774876,Inactive Investor,Dylan Spinks,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Worth FL 1500 W Lantana Rd",dylan.spinks@wellsfargo.com,,Salesforce
11130115,Inactive Investor,Philip Grella,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",philip.grella@rbc.com,,Salesforce
11071096,Inactive Investor,Michael Stewart,Financial Advisor,LPL Financial LLC Portland OR 7495 SW Bridgeport Rd,,,Salesforce
9600131,,Elizabeth Garnto,,,egarnto@beirnewealth.com,,List import
10866551,Inactive Investor,Robinson Crawford,Chief Compliance Officer;Founder,Montebello Avenue,robinson@montave.com,,Salesforce
345386,,Stephen Brake,Partner,Nutter Investment Advisors,sbrake@nutter.com,617-439-2100,Manual List Upload
11041838,Inactive Investor,Edward Callahan,,Vanguard Marketing Corporation,edward_callahan@vanguard.com,,Salesforce
334941,,David Holtzer,Field Risk Officer,"Mml Investors Services, Llc",dholtzer@mmlinvestors.com,413-737-8400,Manual List Upload
10806501,Inactive Investor,Vincent Law,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",vincent.law@wellsfargoadvisors.com,,Salesforce
10817764,Inactive Investor,Darrel Reinke,,LPL Financial LLC Pierre SD 1714 N Lincoln Ave,darrel.reinke@lpl.com,,Salesforce
10861985,Inactive Investor,Jeffrey Talley,Financial Advisor,"Founders Financial Alliance, LLC Locust NC 248 Market St",jeffrey.talley@foundersfa.com,,Salesforce
10865944,Inactive Investor,Charles Palmer,,State Farm VP Management Corp. Schenectady NY 119 Mohawk Ave,charlie.palmer.cklw@statefarm.com,,Salesforce
10662368,,Ryan Peca,,,rpeca@gvcaponline.com,,List Import
10934107,Inactive Investor,Ashley Armstrong,,"RBC Capital Markets, LLC",,,Salesforce
9618432,,John Walcott,,,john.walcott@surveyor-capital.com,,List import
10914142,Inactive Investor,Kiri Ramsey,,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",,,Salesforce
9582316,,Michelle Kempf,,,mkuzma@hightoweradvisors.com,,List import
11104750,Inactive Investor,Christopher Hedrick,Financial Advisor,"Raymond James & Associates, Inc. Fort Smith AR 6501 Phoenix Ave",chris.hedrick@raymondjames.com,,Salesforce
11053480,Inactive Investor,Victoria Koppy,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",victoria.koppy@nm.com,,Salesforce
9552255,,Rasheed Sabar,,,sabar@ellington.com,,List import
11142719,Inactive Investor,Chad Horne,,LPL Financial LLC Salt Lake City UT 3165 E Millrock Dr,chad.horne@lpl.com,,Salesforce
10901944,Inactive Investor,Rick Roberts,,"The Leaders Group, Inc.",rick@leadersgroup.net,,Salesforce
10782106,Inactive Investor,Erik Frei,,Goldman Sachs & Co.,erik.frei@gs.com,,Salesforce
10856405,Inactive Investor,Dino Corontzes,Vice President,Stephens Columbia SC 1320 Main St,dino.corontzes@stephens.com,,Salesforce
338275,,Grant Palmer,Managing Member,Waypoint Wealth Management,gpalmer@waypointwm.com,410-561-3994,Manual List Upload
181035,,long do long,,[Unknown],dotronglong@gmail.com,,source
11088667,Inactive Investor,Mitchell Royse,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10891368,Inactive Investor,Erin Pennix,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10696032,,Stuart THORN,,S E Thorn & Co RIA,stu@sethornco.com,,List Import
233109,, -,,[[Unknown]],bca@bitally.us,,
9615145,,Kenneth Christian,,,kennethchristian762@gmail.com,,List import
11084019,Inactive Investor,Ashley Seyberth,Wealth Advisor,Octavia Wealth Advisors LLC,aseyberth@octaviawa.com,,Salesforce
10957157,Inactive Investor,Bradley Lemmon,,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",brad.lemmon@ampf.com,,Salesforce
10777275,Inactive Investor,Mark Callahan,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Peoria AZ 16155 N 83rd Ave,mark.callahan@morganstanley.com,,Salesforce
10752471,Inactive Investor,Clifford Smith,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Portland OR 1000 SW Broadway",brasmith@ampf.com,,Salesforce
11186569,Inactive Investor,Lindsay Gall,Private Client Investment Associate,J.P. Morgan Securities LLC Champaign IL 301 S Mattis Ave,lindsay.a.gall@chase.com,,Salesforce
10934162,Inactive Investor,William Kastin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood FL 1785 S McCall Rd",william.kastin@ml.com,,Salesforce
10772774,Inactive Investor,Stephanie Gale,Financial Advisor,Commonwealth Financial Network Port Ludlow WA 9481 Oak Bay Rd,sgale@commonwealth.com,,Salesforce
11010746,Inactive Investor,Trenton Burns,Financial Advisor,"Osaic Wealth, Inc. Tiffin OH 1474 S County Road 1",,,Salesforce
10798069,Inactive Investor,Randall Linde,Private Wealth Advisor,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",randall.s.linde@ampf.com,,Salesforce
10866963,Inactive Investor,Mark Lapsevich,Investment Advisor Representative,Lincoln Investment Independence OH 2 Summit Park Dr,mlapsevich@lincolninvestment.com,,Salesforce
9582559,,joseph kahn,,,josephjkahn@gmail.com,,List import
11162954,Inactive Investor,Janielle Swayne,,Morgan Stanley Thousand Oaks CA 200 N Westlake Blvd,janielle.swayne@morganstanley.com,,Salesforce
11206254,Inactive Investor,Larry Gutierrez,,PFS Investments Inc. Ontario CA 1801 Excise Ave,larry.gutierrez@primerica.com,,Salesforce
10962017,Inactive Investor,Samantha Buck,Financial Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",samantha.buck@ampf.com,,Salesforce
9592317,,Mario Indelicato,,,mindelicato@cliffwater.com,,List import
11068013,Inactive Investor,Paul Petersen,,"Farmers Financial Solutions, LLC Surprise AZ 15409 W Greenway Rd",ppetersen@farmersagent.com,,Salesforce
10852290,Inactive Investor,Rosa Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaumont TX 7675 Folsom Dr",,,Salesforce
9561526,,Ethan Kraft,,,ethan.kraft@pfs-inc.com,,List import
11141704,Inactive Investor,Richard Scarbrough,Financial Advisor,Edward Jones Madison MS 1078 Gluckstadt Rd,richard.scarbrough@edwardjones.com,,Salesforce
241011,,Matthew Bartolini,Head of SPDR Americas Research,State Street Global Advisors,matthew_bartolini@ssga.com,,Event
10959064,Inactive Investor,Giana Lewis,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",giana.lewis@schwab.com,,Salesforce
11165886,Inactive Investor,David Sponhauer,Financial Advisor,LPL Financial LLC Grand Rapids MI 2731 Breton Rd SE,david.sponhauer@lpl.com,,Salesforce
10999054,Inactive Investor,Jennifer Cooper,Associate,Edward Jones Pompano Beach FL 11575 Heron Bay Blvd,jennifer.cooper@edwardjones.com,,Salesforce
11232990,Inactive Investor,David Lessner,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
10902115,Inactive Investor,Robin Rodriguez,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",robin.rodriguez@tiaa.org,,Salesforce
246390,,Not Provided,Senior Advisor,USAID,dionta@usaid.gov,,Manual List Upload
10752804,Inactive Investor,Charles Vallandingham,Financial Advisor,"Ameriprise Financial Services, LLC Charleston WV 330 Association Dr",charles.e.vallandingham@ampf.com,,Salesforce
11134692,Inactive Investor,Brett Hopkins,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10906926,Inactive Investor,Jonathan Tunney,Chief Technology Officer;Founder;Managing Member;Managing Partner;Portfolio Manager;Regulatory Contact,Atlas Capital Advisors Inc.,jono@atlasca.com,,Salesforce
11131593,Inactive Investor,Kevin Crowley,Investment Advisor Representative,"Northeast Planning Associates, Inc.",kcrowley@northeastplanning.com,,Salesforce
11143049,Inactive Investor,Dylan Lemis,Financial Advisor,"Sentinel Securities, Inc.",dylan.lemis@equitable.com,,Salesforce
9606755,,chan kim,,,kmo5005@nate.com,,List import
10829925,Inactive Investor,Melvin Ehlert,Financial Advisor,"Westpark Wealth Advisors, Inc. Brenham TX 2556 Ryan St",,,Salesforce
10872583,Inactive Investor,Brian Maruschak,,"Cambridge Investment Research, Inc. Davenport FL Private Residence",,,Salesforce
59337,,Tomohiko Minami,Financial Advisor,"SunTrust Advisory Services, Inc.",tom.minami@suntrust.com,828-324-0263,
3003467,,Sonuksonuk Sonuk,,,sonuksonuksonuk527@gmail.com,,
11230396,Inactive Investor,Alexis Roth,Client Relationship Specialist,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",,,Salesforce
9577366,,David D'Amico,,,ddamico@hightoweradvisors.com,,List import
9615563,,michael russell,,,michael.russell@revolut.com,,List import
11152226,Inactive Investor,Heather Ebbecke,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",heather.ebbecke@nm.com,,Salesforce
11217225,,Matthew Anderson,,,matthew.anderson@usaa.com,,Other
9607746,,Joseph Creason,,,creasonj@pfm.com,,List import
10766305,Inactive Investor,Cathy Friday,Chief Financial Officer,"InvesTrust Consulting, LLC",cfriday@investrust.com,,Salesforce
165563,,Nicolas Dupo,,[Unknown],spamspam1603@gmail.com,,
10777538,Inactive Investor,Kimberly Smith,Registered Client Service Associate,Morgan Stanley Oak Brook IL 2211 York Rd,kim.smith@morganstanley.com,,Salesforce
228110,, -,,[[Unknown]],kathy.aquino@ymail.com,,
11124626,Inactive Investor,Kevin Pasarilla,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",kevin.pasarilla@nm.com,,Salesforce
11042348,Inactive Investor,Viktoriia Tondre,Senior Associate,"Raymond James & Associates, Inc.",viktoriia.tondre@raymondjames.com,,Salesforce
9580592,,Douglas Wright,,,dwright@investmentctr.com,,List import
10596374,,Courtney McLaughlin,,,courtney@cambridgesecure.com,,Web Form Fillout
10852211,Inactive Investor,Thomas Bucklin,,"Cambridge Investment Research, Inc. Newport News VA 700 Tech Center Pkwy",tom.bucklin@cambridgesecure.com,,Salesforce
11175436,Inactive Investor,Daniel Bergmann,Private Client Advisor,J.P. Morgan Securities LLC Los Angeles CA 11285 National Blvd,daniel.j.bergmann@jpmorgan.com,,Salesforce
10810632,Inactive Investor,Dustin Kuhn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",dustin.l.kuhn@ml.com,,Salesforce
10657642,,Anthony Baldwin,,,abaldwin@williamblair.com,,List Import
11212026,Inactive Investor,Eileen Ortega,,Commonwealth Financial Network San Diego CA 600 W Broadway,episton@commonwealth.com,,Salesforce
11181628,Inactive Investor,Eric Gohr,,PFS Investments Inc. Shawano WI 1444 E Green Bay St,egohr@primerica.com,,Salesforce
10886902,Inactive Investor,Jill Geesey,,"Raymond James Financial Services, Inc. Reading PA 3045 N 5th Street Hwy",jill.geesey@raymondjames.com,,Salesforce
10808355,Inactive Investor,Eric Sponburgh,Financial Advisor;Senior Vice President,Morgan Stanley Palo Alto CA 245 Lytton Ave,eric.sponburgh@morganstanley.com,,Salesforce
10980364,Inactive Investor,Meghan Dorsey,Senior Wealth Advisor,Krilogy,,,Salesforce
11238798,Inactive Investor,Greg Hayes,,Acres,ghayes@acrescap.com,,Salesforce
187996,,Christopher Samaroo,,[Unknown],cjsamaroo1@gmail.com,,source
11058277,Inactive Investor,Kevin Phillips,Financial Advisor,Edward Jones Springfield MO 3202 W Republic Rd,kevin.phillips2@edwardjones.com,,Salesforce
11144029,Inactive Investor,Craig Deziel,,"KCD Financial, Inc. Hopkins MN 6125 Blue Circle Dr",,,Salesforce
10940284,Inactive Investor,Zachary Eckert,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
11186779,Inactive Investor,Brian Guilbeaux,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,brian.guilbeaux@primerica.com,,Salesforce
207386,,Skye Suzuki,,"MML Investors Services, LLC",ssuzuki@financialguide.com,503-221-1211,
11236226,Inactive Investor,Jason Lavarias,Investment Advisor Representative,Fitzwilliams Wealth Management Inc.,,,Salesforce
10790169,Inactive Investor,Pamela Getty,,J.P. Morgan Securities LLC Fort Wayne IN 101 E Washington Blvd,pamela.l.getty@jpmorgan.com,,Salesforce
10868090,Inactive Investor,Brian Watterson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",brian.watterson@ml.com,,Salesforce
11112227,Inactive Investor,Samantha Gibson,,J.P. Morgan Securities LLC Indianapolis IN 2370 Broad Ripple Ave,samantha.gibson@jpmorgan.com,,Salesforce
9613570,,Krish Kumar,,,krishkumar95@gmail.com,,List import
11179885,Inactive Investor,Renee Robinson,,PNC Investments Louisville KY 12715 Shelbyville Rd,renee.rayrobinson@pnc.com,,Salesforce
11192718,Inactive Investor,Sanya Walters,,J.P. Morgan Securities LLC Bronx NY 207 City Island Ave,sanya.u.walters@chase.com,,Salesforce
333029,,Frank Mccauley,,"CITY CENTER ADVISORS, LLC",frank@citycenterfinancial.com,,
179004,,Paul Marinelli,Founder and Presidend,[Unknown],info@rivergladesfo.com, +1 239 263 4079,Database Upload
11200850,Inactive Investor,James Knight,Chief Compliance Officer;Chief Operating Officer,"Adero Partners, LLC",james@aderopartners.com,,Salesforce
10793144,Inactive Investor,Nancy Mulligan,Director;Managing Director;President,Northeast Investment Management Inc,,,Salesforce
11141097,Inactive Investor,Jeff Mash,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Bellevue WA 500 108th Ave NE,jeff.mash@morganstanley.com,,Salesforce
10592866,,Ivan Wong,,,ivan@cypress.org,,Web Form Fillout
11212038,Inactive Investor,Charles Rosenbaum,,Commonwealth Financial Network Melville NY 445 Broadhollow Rd,crosenbaum@commonwealth.com,,Salesforce
10799245,Inactive Investor,Erika Puzik,Private Wealth Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 6080 Center Dr",erika.r.puzik@ampf.com,,Salesforce
11184388,Inactive Investor,Michael Atondo,,PFS Investments Inc. Yuma AZ 1185 S 4th Ave,michael.atondo@primerica.com,,Salesforce
10659837,,Brian Plonka,,,bplonka@calamos.com,,List Import
11037744,Inactive Investor,Sangyong Kang,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,james.kang.vaem5t@statefarm.com,,Salesforce
10994559,Inactive Investor,Moustafa Madkaur,Associate,Edward Jones La Mesa CA 7777 Alvarado Rd,,,Salesforce
770,,,,,larrymiller@250ko.com,,
10829753,Inactive Investor,Laura Andress,Chief People Officer;Director,Arvest Wealth Management Rogers AR 5201 Village Pkwy,landress@arvest.com,,Salesforce
11071003,Inactive Investor,Suzanne Bourgault,Financial Advisor,"Ameriprise Financial Services, LLC Portland ME Private Residence",suzanne.d.parks@ampf.com,,Salesforce
10488487,,David O'Connor,"Co-Founder, Managing Partner",Arctos Partners,doc.oconnor@arctospartners.com,,List Import
9589490,,Julie Darrah,,,julie@vividfm.com,,List import
340007,,Andrew Schmeelk,"Director, Public Assets","Morgan Creek Capital Management, Llc",aschmeelk@morgancreekcap.com,919-933-4004,Manual List Upload
206737,,Erin Semel,,United States,erinsemel@gmail.com,,
10955851,Inactive Investor,Jeremy Houston,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10789827,Inactive Investor,Sylvia Habib,Portfolio Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,sylvia.habib@morganstanley.com,,Salesforce
10967814,Inactive Investor,Jesse Biers,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,jesse.biers@fmr.com,,Salesforce
9620776,,Saye Mu,,,sayeejunk@gmail.com,,List import
10910869,Inactive Investor,Pamela Grady,,J.P. Morgan Securities LLC Nederland TX 2150 Hwy 365,pamela.a.grady@jpmorgan.com,,Salesforce
11209814,Inactive Investor,William Graddy,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",chip.graddy@nm.com,,Salesforce
10618917,,Kenneth Robson,,,kenneth.robson@morganstanley.com,,List Import
11206332,Inactive Investor,Charles Helms,,NYLIFE Securities LLC Bay Minette AL 109 Courthouse Sq,cchelms@ft.newyorklife.com,,Salesforce
9590761,,Ankith Jain,,,ankithbagrecha@gmail.com,,List import
9592749,,Laura Novak,,,lnovak@weikinvest.com,,List import
5221238,,Garth Watkins,,,gwat1979@gmail.com,,Web form fillout
227267,, -,,[[Unknown]],gregewat@yahoo.com,,Paid Social
10881264,Inactive Investor,Alan Turley,Financial Consultant,"Equitable Advisors, LLC Charleston WV 2508 Kanawha Blvd E",alan.turley@equitable.com,,Salesforce
11017630,Inactive Investor,Jayson Prasad,,"MML Investors Services, LLC Ocala FL Private Residence",,,Salesforce
9643907,,Nathan Smith,,,ns@ironshorehldgs.com,,List import
4763112,,Christian Brondum,,,christianbrondum@hotmail.com,,Web Form Fillout
10843842,Inactive Investor,Michael Sonoiki,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",michael.sonoiki@wellsfargo.com,,Salesforce
10895299,Inactive Investor,Anthony Morley,Investment Manager;Portfolio Manager;President,"Delphi Value Investments, LLC",anthony@delphivalueinvestments.com,,Salesforce
9586614,,Elaine Morgillo,,,emorgillo@morgillofinancial.com,,List import
10992321,Inactive Investor,Nicole Overman,,J.P. Morgan Securities LLC Albuquerque NM 2706 Central Ave SE,nicole.overman@jpmorgan.com,,Salesforce
9637056,,Scott Ranby,,,scott@kuhnadvisors.com,,List import
10847852,Inactive Investor,Veronica Voisine,Financial Advisor,Edward Jones Pooler GA 122 Canal St,veronica.voisine@edwardjones.com,,Salesforce
11083246,Inactive Investor,Kristopher Kelleher,Anti-Money Laundering Compliance Officer;Compliance Manager,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",kkelleher@pinnacle-llc.com,,Salesforce
10486756,,William Scarborough,"Managing Director, Senior Vice President - Investments","Raymond James & Associates, Inc.",william.scarborough@raymondjames.com,,List Import
9550884,,Arnold Mhlamvu,,,arnold.mhlamvu@icloud.com,,List import
10488138,,Timothy Peach,"Director - Alternative Investments, Financial Advisor, Vice President",Morgan Stanley,timothy.peach@morganstanley.com,,List Import
9572863,,Jing Ge,,,jge@bamfunds.com,,List import
11163109,Inactive Investor,Claire Williams,Financial Advisor,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9642536,,Samaksh Sinha,,,samaksh@gmail.com,,List import
9546350,,Scott McCulloch,,,smcculloch@live.com,,List import
11073603,Inactive Investor,James Waddell,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,james.waddell@morganstanley.com,,Salesforce
210752,,Erich Brehm,,Nana,erbrehm@gmail.com,(972) 226-7904,
10760010,Inactive Investor,Alfredo Ruiz,,LPL Financial LLC Crown Point IN 55 W 94th Pl,marc.ruiz@lpl.com,,Salesforce
333093,,Jim Rambo,Research Analyst,Allegheny Financial Group Ltd.,jrambo@alleghenyfinancial.com,(412) 536-8047,
9595084,,Scott Michael,,,scott.michael@parentebeardwm.com,,List import
11037116,Inactive Investor,Jarin Rawls,,J.P. Morgan Securities LLC Elk Grove CA 5010 Elk Grove Blvd,jarin.rawls@jpmorgan.com,,Salesforce
10962049,Inactive Investor,Xavier Ricart,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,xavier.ricart@ubs.com,,Salesforce
10923544,Inactive Investor,James Nau,,PFS Investments Inc. Clovis CA 1575 Shaw Ave,james.nau@primerica.com,,Salesforce
10891083,Inactive Investor,Patrick McCullough,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,patrick.f.mccullough@jpmorgan.com,,Salesforce
11200221,Inactive Investor,Jacob Anderson,Financial Professional,"Equitable Advisors, LLC Katy TX 23410 Grand Reserve Dr",jacob.anderson@equitable.com,,Salesforce
11141158,Inactive Investor,Tristan Talley,Vice President,OneDigital Investment Advisors,ttalley@onedigital.com,,Salesforce
9561811,,Brent Holcombe,,,brent.holcombe@fidelity.com,,List import
230451,, -,,[[Unknown]],choiyj1208@hanwha.com,,
10986739,Inactive Investor,Christopher Guzewich,,"W&S Brokerage Services, Inc. Jacksonville FL 10151 Deerwood Park Blvd",,,Salesforce
10850219,Inactive Investor,Gayle Moore,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",gayle.moore@nm.com,,Salesforce
11061531,Inactive Investor,Santiago Galvis,,J.P. Morgan Securities LLC Miami FL 10760 Biscayne Blvd,santiago.galvis@chase.com,,Salesforce
10841252,Inactive Investor,Mitchell Cohen,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 8300 Dunwoody Pl",mitchell.g.cohen@ampf.com,,Salesforce
10803080,Inactive Investor,Joel Magruder,Financial Advisor,LPL Financial LLC West Des Moines IA 7601 Office Plaza Dr N,joel.magruder@lpl.com,,Salesforce
10850119,Inactive Investor,Michael Eddy,Founding Partner;Managing Partner,"Berkeley Capital Partners, LLC",michael.eddy@berkeleycp.com,,Salesforce
10964298,Inactive Investor,Jason Lin,,J.P. Morgan Securities LLC Brooklyn NY 8418 Bay Pkwy,riren.lin@chase.com,,Salesforce
3179426,,Jeff Stromfeld,,,jus169@gmail.com,,
10808141,Inactive Investor,Nicholas Wilwerding,Chief Executive Officer;Chief Operating Officer;Director;President;Treasurer,Bridges Investment Management Inc,nwilwerding@bridgesinv.com,,Salesforce
11017686,Inactive Investor,Sara Mesing,Associate,Thrivent Investment Management Inc. Van Wert OH 1179 Westwood Dr,sara.mesing@thrivent.com,,Salesforce
9573425,,Tariq Ahmad,,,tahmad@induscap.com,,List import
10895398,Inactive Investor,Nikki Klefstad,,LPL Financial LLC Grand Forks ND 1616 S Washington St,nikki.klefstad@lpl.com,,Salesforce
11071838,Inactive Investor,Declan Mckeefry,,Goldman Sachs & Co.,,,Salesforce
10955445,Inactive Investor,Jeffrey Scott,,Pennfield Capital Corp,,,Salesforce
10975511,Inactive Investor,Toby Kommer,,"Avantax Investment Services, Inc. Fargo ND 5195 45th St S",,,Salesforce
9605883,,Donald Lundy,,,dlundy@reliance-financial.com,,List import
10943546,Inactive Investor,Adam White,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10792345,Inactive Investor,Richard Zivi,Chief Compliance Officer;Chief Investment Officer;Managing Member,"NBZ Investment Advisors, LLC",rick@nbzhome.com,,Salesforce
9541259,,sungjin kim,,,annunghasu7884@naver.com,,List import
11220213,,Matthew Brackmann,,,brackmann@perrittcap.com,,Other
9579668,,Jeffrey Drobny,,,jd@gardacp.com,,List import
11002704,Inactive Investor,Michelle Pell,,"Allstate Financial Services, LLC Winchester VA 420 Gateway Dr",michellepell1@allstate.com,,Salesforce
10787563,Inactive Investor,Carlos Gil,Private Client Advisor,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,carlos.giljr@jpmorgan.com,,Salesforce
11213503,Inactive Investor,Donald Cluck,Chairman,Canterbury Consulting Incorporated,bcluck@canterburyconsulting.com,,Salesforce
11189368,Inactive Investor,Edward Wettig,,PlanMember Securities Corporation Bend OR 354 NE Greenwood Ave,,,Salesforce
10965094,Inactive Investor,Matthew Williamson,Chief Compliance Officer;Chief Executive Officer;Managing Member,Williamson Asset Management LLC,,,Salesforce
11182351,Inactive Investor,Richard Ambrose,Chief Compliance Officer;Chief Executive Officer;Principal;Wealth Advisor,Axia Wealth Management Inc,richard@axiawealth.com,,Salesforce
9641774,,Joseph Heritage,,,cabinfvr1@gmail.com,,List import
11024110,Inactive Investor,James Ferguson,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,jlferguson@ft.newyorklife.com,,Salesforce
9612513,,Paul Nolte,,,pnolte@kingsviewam.com,,List import
11092448,Inactive Investor,Leslie Kincheloe,Senior Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,,,Salesforce
10907555,Inactive Investor,Lloyd Walker,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 1605 Monroe Dr NE",dennis.walker@wellsfargo.com,,Salesforce
9643273,,Davy Benchetrit,,,davydu95100@yahoo.fr,,List import
11038248,Inactive Investor,Connor Jaskowski,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",connor.jaskowski@equitable.com,,Salesforce
349075,,Thruston Morton,Partner,"Global Endowment Management, Lp",tmorton@globalendowment.com,704-333-8282,Manual List Upload
9540906,,Nicholas Chirls,,"Notation Capital, LP",nick@notationcapital.com,,Content
9610546,,Lesli Howell,,,llparr_2708@yahoo.com,,List import
225277,,Ramon Martinez,,RAM,aie01@aol.com,7134944951,Organic Search
7118985,,kim sa da va,,,jiwat47104@maazios.com,,Web Form Fillout
10862327,Inactive Investor,James Guthrie,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 1201 Pacific Ave",jim.guthrie@ampf.com,,Salesforce
10389661,,Judith Czelusniak,,,judith@judithmail.com,,Web Form Fillout
11015400,Inactive Investor,Gail Clark,Financial Advisor,Edward Jones Mountain Home AR 1006 Hwy 62 E,gail.clark@edwardjones.com,,Salesforce
11002013,Inactive Investor,Jan Mcginnis,,Morgan Stanley Huntington WV 1200 3rd Ave,,,Salesforce
10823710,Inactive Investor,Brenton Holton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 6732 Stella Link Rd",brenton.holton@ml.com,,Salesforce
11188414,Inactive Investor,Michael Tuggle,,J.P. Morgan Securities LLC Fort Worth TX 6624 Watauga Rd,,,Salesforce
24221,,Jason Klarreich,"CFO, Chief Compliance Officer","Jw Asset Management, Llc",jklarreich@jwfunds.com,1-212-446-5362,Manual List Upload
9558405,,Rock Roles,,,rocknaij@gmail.com,,List import
10771286,Inactive Investor,Rebekah Hunt,,Edward Jones Tempe AZ 8620 S River Pkwy,rebekah.hunt@edwardjones.com,,Salesforce
10947076,Inactive Investor,Matthew Lebo,Advisor,"Mulholland Wealth Advisors, LLC Lancaster PA 941 Wheatland Ave",,,Salesforce
10868185,Inactive Investor,Christopher Brenner,,LPL Financial LLC White Plains NY 55 N Broadway,christopher.brenner@lpl.com,,Salesforce
10845499,Inactive Investor,Nurian Paz,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nurian.paz@jpmorgan.com,,Salesforce
10980585,Inactive Investor,Christian Johnston,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",christian.johnston@nm.com,,Salesforce
334484,,James Jenco,Manager,"Wiss Private Client Advisors, Llc",jjenco@wiss.com,973-577-2872,Manual List Upload
9621877,,SUNGJIN LIM,,,drstudy89@gmail.com,,List import
10918085,Inactive Investor,Kevin Bush,Managing Partner,Gulfcrest Capital,,,Salesforce
9604019,,STEVE REICH,,,steve@geometricholdings.net,,List import
11006751,Inactive Investor,Philip Sherman-Bender,,PFS Investments Inc. Germantown WI W177N9856 Rivercrest Dr,psherman-bender@primerica.com,,Salesforce
10433593,,George Taylor,,,abiding153299@proton.me,,Web Form Fillout
10956328,Inactive Investor,Jodie Alexander,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10992292,Inactive Investor,Felicia Williams,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,felicia_williams@vanguard.com,,Salesforce
11304566,Inactive Investor,Henry Hunt,"Director, Investment Strategy","Cresset Asset Management, LLC",hhunt@cressetcapital.com,312-429-2400,Salesforce
10940667,Inactive Investor,Tuan Tran,Vice President - Investments,Wedbush Securities Inc. Newport Beach CA 500 Newport Center Dr,tuan.tran@wedbush.com,,Salesforce
10858146,Inactive Investor,Donald Kurfees,Chief Compliance Officer;Principal,"Kurfees Capital Management, LLC Dublin OH 94 N High St",bryce@kurfeescapital.com,,Salesforce
58503,,Jared Stubbs,Member And President,"Narus Financial Partners, Llc",jared@narusfinancial.com,866-534-0530,Manual List Upload
198543,,Cristian Nazareth,,[Unknown],nazarethcristian4@gmail.com,,source
9545811,,Cole Brownell,,,cbrownell@seia.com,,List import
10777541,Inactive Investor,Robert Renz,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",steve_renz@ml.com,,Salesforce
10792909,Inactive Investor,Samuel Perry,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,samuel.perry@jpmorgan.com,,Salesforce
9573181,,Kenneth LaVine,,,klavine@marchaltus.com,,List import
9594960,,Benjamin Rosholt,,,brosholt@carsoninstitutional.com,,List import
11103614,Inactive Investor,Francine Ciancio,,LPL Financial LLC Denver CO 695 S Colorado Blvd,francine.ciancio@lpl.com,,Salesforce
11231510,Inactive Investor,Sarah Norman,Director;Senior Investment Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",sarah.norman@ml.com,,Salesforce
8231352,,LIl HEE,,,lilan4@hotmail.com,,Web Form Fillout
10817698,Inactive Investor,Richard Unger,Financial Advisor,"Principal Securities, Inc. S Padre Island TX Private Residence",unger.richard@principal.com,,Salesforce
11169001,Inactive Investor,Randy Tindol,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,randy.tindol@primerica.com,,Salesforce
10865705,Inactive Investor,Richard Heffern,,"Inverness Securities, LLC",,,Salesforce
10909762,Inactive Investor,Cheryl Rigali,,"City National Securities, Inc. Pasadena CA 55 S Lake Ave",cheryl.rigali@cnb.com,,Salesforce
10946897,Inactive Investor,Myles O'Reilly,Financial Advisor,Navigation Wealth Management,myles@navwm.com,,Salesforce
11143312,Inactive Investor,Joseph Lloyd,Investment Advisor Representative;Securities Registered Representative;Senior Financial Representative,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",lloyd.joseph@principal.com,,Salesforce
168914,,Swanand Kinikar,,[Unknown],swanandkinikar@gmail.com,,Other
10918198,Inactive Investor,Kristin Stephens,,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,,,Salesforce
10661853,,Lynette Walter,,,lpwalter@elementumadvisors.com,,List Import
10902917,Inactive Investor,Wael Khali,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",wael.khali@ml.com,,Salesforce
11180138,Inactive Investor,Gary Davis,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 493 S Orem Blvd",gary.davis@tfaconnect.com,,Salesforce
9628861,,William Norris,,,william.norris@cibc.com,,List import
11051104,Inactive Investor,David Werner,,"Wells Fargo Clearing Services, LLC Maryville IL Private Residence",,,Salesforce
10899680,Inactive Investor,Mykhaylo Stetsun,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC South Plainfield NJ 905 Oak Tree Ave",misha.stetsun@wellsfargo.com,,Salesforce
202383,,Justin Cannella,,[Unknown],cannella26jc@gmail.com,,
11060457,Inactive Investor,Cathleen Cunningham,Personal Banker,"Fifth Third Securities, Inc. Grand Haven MI 839 Robbins Rd",cathleen.cunningham@53.com,,Salesforce
10869514,Inactive Investor,Homer Ramirez,Senior Vice President,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",homer.ramirez@raymondjames.com,,Salesforce
10967994,Inactive Investor,Christine Celeste,,State Farm VP Management Corp. New Berlin WI 2675 S Calhoun Rd,christy.gehrand.tl6u@statefarm.com,,Salesforce
46555,,Robert Burns,,"Kestra Advisory Services, LLC",rburns@nfp.com,617-993-9922,
10795808,Inactive Investor,Phuong Tan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",phuong.t.lam@ml.com,,Salesforce
10820402,Inactive Investor,Jeffrey Perry,Branch Manager,"Osaic FS, Inc. Folsom CA 13405 Folsom Blvd",,,Salesforce
11069631,Inactive Investor,Lisa Bowers,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11235763,Inactive Investor,Paul Smith,Financial Advisor,Advisory Services Network Austin TX 6500 River Place Blvd,,,Salesforce
9562448,,Klaus Cai,,,caiklaus@gmail.com,,List import
11164995,Inactive Investor,Michael Stevens,Financial Advisor,"Wells Fargo Clearing Services, LLC Kendall Park NJ 3510 State Rte 27",michael.stevens@wellsfargo.com,,Salesforce
10656899,,Socorro Bustos,,,socorro.bustos@primerica.com,,List Import
11184410,Inactive Investor,Norma Franco,,PFS Investments Inc. New Rochelle NY 10 Division St S,norma.franco@primerica.com,,Salesforce
11091956,Inactive Investor,Anne Baxter,,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,anne.baxter@chase.com,,Salesforce
11142486,Inactive Investor,Joyce Couillard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",joyce.couillard@schwab.com,,Salesforce
9638471,,Maugha Kenny,,,mkenny@wennergren.org,,List import
9626218,,Saeed Pakdel,,,pakdelsaeed743@gmail.com,,List import
11008369,Inactive Investor,Michael Lounsberry,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",,,Salesforce
11140054,Inactive Investor,Roger Tabler,Financial Advisor,Edward Jones Gettysburg PA 101 W Middle St,roger.tabler@edwardjones.com,,Salesforce
10967017,Inactive Investor,Ronald Cuellar,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",ronald.cuellar@wellsfargo.com,,Salesforce
11109076,Inactive Investor,Dean Sprague,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dean_sprague@vanguard.com,,Salesforce
10830496,Inactive Investor,Mark Manchester,,"Wells Fargo Advisors Financial Network, LLC Edmonds WA 144 Railroad Ave",mark.manchester@wfafinet.com,,Salesforce
9551866,,Lawrence Myers,,,lmyers@massmutual.com,,List import
10784493,Inactive Investor,Elizabeth Dalrymple,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",liz_dalrymple@ml.com,,Salesforce
9606748,,tommy burns Burns,,,tommyleeburns@gmail.com,,List import
9545740,,Jarrett Powell Bey,,,jaykpow@gmail.com,,List import
11022738,Inactive Investor,Jeana Schkud,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,jeana.schkud@morganstanley.com,,Salesforce
151141,,Blaine McLaughlin,,[Unknown],blaine.mclaughlin@shaw.ca,,Organic Search
9559595,,Charles Goetz,,,cgoetz@massmutual.com,,List import
9644814,,Rodion Andester,,,rhodyandesterspam@gmail.com,,List import
11069112,Inactive Investor,Peter Fahey,Financial Advisor,Commonwealth Financial Network Lebanon NH 21 Lafayette St,pfahey@commonwealth.com,,Salesforce
11197970,Inactive Investor,Jeffery Jachura,Financial Advisor,LPL Financial LLC Kirksville MO 1220 N Baltimore St,jeff.jachura@lpl.com,,Salesforce
10975303,Inactive Investor,Alexander Castrichini,Wealth Advisor,Cabot Wealth Management,acastrichini@ecabot.com,,Salesforce
9635939,,Denise Denny,,,ddenny@sycamoreweb.com,,List import
10909832,Inactive Investor,James Barr,Wealth Advisor,J.P. Morgan Securities LLC Boston MA 160 Federal St,,,Salesforce
11106980,Inactive Investor,Connor Browne,Chief Executive Officer;Director;Founder;Portfolio Manager,City Different Investments,connor@citydifferentinvestments.com,,Salesforce
10989994,Inactive Investor,Roman Ochsner,,Standard Chartered Securities North America LLC,roman.ochsner@sc.com,,Salesforce
2681133,,Vikas Sharma Rajput??????,,,vikashkumar25719@gmail.com,,
10696075,,Kyla Hunziker,,STATE FARM MUTUAL AUTOMOBILE INSURANCE CO,kyla.hunziker.mso4@statefarm.com,,List Import
10787429,Inactive Investor,Melissa Falkenbach,,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
11180456,Inactive Investor,Dianne Jones,Financial Consultant,LPL Financial LLC Napa CA 3263 Claremont Way,dianne.jones@lpl.com,,Salesforce
11160465,Inactive Investor,Andrew McClelland,,Cetera Investment Services LLC Cordova TN 640 N Germantown Pkwy,,,Salesforce
10874259,Inactive Investor,Steven Terry,Financial Advisor,Edward Jones Rexburg ID 526 1st American Cir,matt.terry@edwardjones.com,,Salesforce
11039349,Inactive Investor,Shelley Cairns,Private Wealth Advisor Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,shelley.cairns@morganstanleypwm.com,,Salesforce
10798268,Inactive Investor,William Caine,Financial Advisor;Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,william.caine@morganstanley.com,,Salesforce
9550528,,Shirley Tan,,,shirley@perennialfs.com,,List import
9607636,,Lovie Solanki,,,dr.lovie.solanki@gmail.com,,List import
60874,,Tia Jinks,,"VALIC Financial Advisors, Inc.",tia.jinks@valic.com,770-395-4714,
10992739,Inactive Investor,Andrew Alvear,,J.P. Morgan Securities LLC Santa Ana CA 1300 N Main St,andrew.alvear@jpmorgan.com,,Salesforce
11189709,Inactive Investor,Krista Marcucci,Senior Client Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,krista.marcucci@morganstanley.com,,Salesforce
193010,,Joey Mao,,[Unknown],joeymao@outlook.com,,
185317,,Timothy Dacey Dacey,,[Unknown],tim.dacey@gmail.com,,source
9573490,,Suraj Chopra,,,suraj.chopra@citadel.com,,List import
10868586,Inactive Investor,Erica Thoman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9597255,,Patrick Wallschlaeger,,,pwallschlaeger@mpplplan.com,,List import
10751575,,Ruslan Holoshchuk,,,rusik097@gmail.com, +420770615792,Web Form Fillout
9620554,,Daniel Fischer,,,difischer18@gmail.com,,List import
10957278,Inactive Investor,Kaiden Sharp,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10835806,Inactive Investor,Ragan DeFreese,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,ragan.defreese@ubs.com,,Salesforce
11072174,Inactive Investor,Nathan Straessle,,"Calton & Associates, Inc. Lawrenceburg IN 25 W High St",nstraessle@calton.com,,Salesforce
10826326,Inactive Investor,Aaron Cavazos,Financial Advisor,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",aaron.cavazos@raymondjames.com,,Salesforce
9630444,,Saurabh Agrawal,,,saurabh.saurabhagrawal@gmail.com,,List import
11019648,Inactive Investor,Mario Olivarez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mario.olivarez@jpmorgan.com,,Salesforce
11180108,Inactive Investor,Jennifer Mccarthy,,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",kilpatrickj@stifel.com,,Salesforce
11141525,Inactive Investor,Carlee Allbritton,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10991583,Inactive Investor,Manuel Montenegro,,"U.S. Bancorp Investments, Inc. Lincoln CA 525 McBean Park Dr",manuel.montenegro@usbank.com,,Salesforce
11183807,Inactive Investor,Curtis LeValley,Financial Advisor,"Osaic Wealth, Inc. Lincoln NE 5700 Old Cheney Rd",clevalley@royalallianceadvisors.com,,Salesforce
10930978,Inactive Investor,Anthony Cisneros,Financial Advisor,LPL Financial LLC Fort Collins CO 400 E Horsetooth Rd,anthony.cisneros@lpl.com,,Salesforce
10956517,Inactive Investor,Yuxin Wu,,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,yuxin.wu@chase.com,,Salesforce
10695806,,Emily Wirgin,,Financial Focus Group,ewirgin@ffgus.com,,List Import
10860168,Inactive Investor,Jongmin Lee,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,leej@ceteranetworks.com,,Salesforce
10945935,Inactive Investor,Joel Musser,Wealth Advisor,"Total Wealth Planning, LLC",joel@twpteam.com,,Salesforce
11017806,Inactive Investor,Benjamin French,,"Cambridge Investment Research, Inc. Wichita KS 13111 E 21st St N",,,Salesforce
11100826,Inactive Investor,Stacy Huffhines,,"Cambridge Investment Research, Inc. Leawood KS 4600 College Blvd",,,Salesforce
11045243,Inactive Investor,Anthony Ricker,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",tony.ricker@rbc.com,,Salesforce
10754783,Inactive Investor,Mark Stackable,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",mark.stackable@wellsfargoadvisors.com,,Salesforce
9638213,,Beth Monroe,,,bethm@lewisginter.org,,List import
11029784,Inactive Investor,Xuejun Kong,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,xkong@ft.newyorklife.com,,Salesforce
9638853,,Scott Palmer,,,spalmer@uss.co.uk,,List import
10808385,Inactive Investor,Griffith Jones,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",griffith.jones@gwrs.com,,Salesforce
333290,,Josh Hagar,,Geowealth,josh.hagar@geowealth.com,,
246056,,Not Provided,Sergeant Major,U.S. Army,darnell.o.cabell.mil@army.mil,,Manual List Upload
9617266,,Alvaro Calderon,,,alvaro.calderon@icloud.com,,List import
10842314,Inactive Investor,Steuart Evans,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Huntsville AL 601 Madison St SE",steuart.evans@raymondjames.com,,Salesforce
10956851,Inactive Investor,Shana Daniels,,J.P. Morgan Securities LLC Las Vegas NV 6460 Sky Pointe Dr,shana.daniels@jpmorgan.com,,Salesforce
10931137,Inactive Investor,Lucas Tamayo,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",lucas.tamayo@nm.com,,Salesforce
11176934,Inactive Investor,Daniel Roe,Partner;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,daniel.roe@corient.com,,Salesforce
11088412,Inactive Investor,Sarann Jennings,,NYLIFE Securities LLC Edison NJ 379 Thornall St,sjennings03@ft.newyorklife.com,,Salesforce
11117731,Inactive Investor,Michael Boyd,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Abingdon VA 201 E Main St",,,Salesforce
10979490,Inactive Investor,Daniel Casey,Vice President,"Arrowroot Family Office, LLC Rochester MI 705 Barclay Cir",dan@arrowrootfamilyoffice.com,,Salesforce
11234520,Inactive Investor,Noel Marroquin,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11160536,Inactive Investor,Chad Reynolds,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Vanceboro NC 8123 Main St",chad.reynolds@wellsfargo.com,,Salesforce
9634931,,Michael Ohanlon,,,mohanlon@rooseveltmc.com,,List import
10879534,Inactive Investor,William Matthews,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,william.matthews@fidelity.com,,Salesforce
10792444,Inactive Investor,Mark Checchi,,"Northwestern Mutual Investment Services, LLC Redwood City CA 203 Redwood Shores Pkwy",mark.checchi@nm.com,,Salesforce
11129553,Inactive Investor,Harrison Spellman,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10901193,Inactive Investor,Katherine Brummet,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Rolla MO 100 S Bishop Ave",brummetk@stifel.com,,Salesforce
10843828,Inactive Investor,Amy Irvine,Chief Compliance Officer;Principal,Rooted Planning Group,amy@rootedpg.com,,Salesforce
11045154,Inactive Investor,David Boyer,,"Pruco Securities, LLC. Ephrata PA 123 E Main St",david.boyer@prudential.com,,Salesforce
9543560,,Miralia Pacheco,,,miralia.pacheco@voyafa.com,,List import
9572587,,Joe H,,,ezfundsx7@gmail.com,,List import
11000704,,Michael Cavanaugh,,,cavanyc@sbcglobal.net,,Web Form Fillout
10644591,,Paul Bonaguro,,,paulb@loopcap.com,,List Import
10877824,Inactive Investor,William Joiner,Investment Advisor Representative,Legacy Financial Advisors,bjoiner@legacyfallc.com,,Salesforce
9540940,,Corey McLaughlin,,,corey.mclaughlin@cohencpa.com,,List Import
10665775,,Farida Ghitany,,,fghitany@klingmanria.com,,Web Form Fillout
10943434,Inactive Investor,Michael Anicito,,LPL Financial LLC New Providence NJ 70 Floral Ave,michael.anicito@lpl.com,,Salesforce
11101731,Inactive Investor,Thomas Borjas,,J.P. Morgan Securities LLC East Hartford CT 1065 Main St,thomas.borjas@chase.com,,Salesforce
9555794,,Janice Grindle,,,jgrindle@alterityfinancialgroup.com,,List import
10926531,Inactive Investor,Kenneth Snyder,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9561688,,William -,,,doctorfatcat@yahoo.com,,List import
10911743,Inactive Investor,Matthew Irwin,,LPL Financial LLC Dallas TX 17304 Preston Rd,mattirwin@lpl.com,,Salesforce
10759160,Inactive Investor,Robert Vessecchia,Director,Flagstar Advisors,robert.vessecchia@flagstar.com,,Salesforce
238922,,Jeff Truong,,United States,jeffftruong@yahoo.com,,
11160170,Inactive Investor,John Pepe,,State Farm VP Management Corp. Parlin NJ 3 Parlin Dr,john.pepe.poa0@statefarm.com,,Salesforce
11178161,Inactive Investor,Helen Xiao,,"Wells Fargo Clearing Services, LLC San Francisco CA 5455 Geary Blvd",helenlin.xiao@wellsfargoadvisors.com,,Salesforce
10873500,Inactive Investor,Ryan Rubin,Financial Advisor,Edward Jones Huntersville NC 8600 Sam Furr Rd,ryan.rubin@edwardjones.com,,Salesforce
372278,,Peter Queensbury,,United States,pete@propnetonline.com,,Salesforce
11085612,Inactive Investor,Gary Zimmerman,,Cetera Advisor Networks LLC Brooklyn NY 122 Ashland Pl,zimmermang@ceteranetworks.com,,Salesforce
10868650,Inactive Investor,Andrea Burkhalter,Senior Client Associate,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",andrea.burkhalter@raymondjames.com,,Salesforce
9629538,,Ahmet Karaküçük,,,akarakucuk@gmail.com,,List import
10859168,Inactive Investor,Christopher Johnson,,"Avantax Investment Services, Inc. Lebanon NH 19 Morgan Dr",,,Salesforce
11148079,Inactive Investor,John Sakolosky,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.sakolosky@fidelity.com,,Salesforce
10645472,,Saurin Mehta,,,smehta@lincolninternational.com,,List Import
10996722,Inactive Investor,Christopher Ogletree,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",christopher.ogletree@nm.com,,Salesforce
9622886,,Rico Dela Cruz,,,24ricodc@gmail.com,,List import
223986,,Jason Martin,Head Trader,Craig Drill Capital Corporation,jmartin@cdccorp.com,1-212-508-5757,Initial Salesforce Import
10894460,Inactive Investor,Valerie Johnson,,"Osaic Wealth, Inc. Brookfield WI 17335 Golf Pkwy",,,Salesforce
11144826,Inactive Investor,Hagan Aldridge,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",hagan@leadersgroup.net,,Salesforce
11089828,Inactive Investor,Sue Grbac,Corporate Secretary;Founding Partner;Member;Treasurer;Vice President,"Strategic Advisory Services, L.L.C.",,,Salesforce
11005605,Inactive Investor,Edward Ochoa,,"U.S. Bancorp Investments, Inc.",edward.ochoa@usbank.com,,Salesforce
9636164,,Megan Beecher,,,mbeecher@harbourvest.com,,List import
10931845,Inactive Investor,Michael Troxell,Chief Compliance Officer;Founder;Principal,Modern Financial Planning,,,Salesforce
11101370,Inactive Investor,Charles Dixon,,"Independent Advisor Alliance, LLC Matthews NC 1013 Chestnut Ln",,,Salesforce
10913645,Inactive Investor,Nicholas Moore,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
8377,,Jerome Gillain,,[[Unknown]],roush666@msn.com,,Direct
10943874,Inactive Investor,Joseph Cunningham,Financial Advisor,LPL Financial LLC Natchitoches LA 431 Jefferson St,joe.cunningham@lpl.com,,Salesforce
10762891,Inactive Investor,Matthew Shaffer,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Co-Founder;Manager,Shaffer Capital,matthew.shaffer@shaffercapitalllc.com,,Salesforce
9580605,,Todd Bornholtz,,,todd.bornholtz@valic.com,,List import
10975677,Inactive Investor,Thomas Olalia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
43764,,Steven Hendry,Financial Associate,Thrivent Investment Management Inc.,steve.hendry@thrivent.com,,
10942919,Inactive Investor,Karl Mayr,,Middlegate Securities Inc.,,,Salesforce
10980677,Inactive Investor,Niels Jepsen,Chief Compliance Officer;President,"Systematic Wealth Management, Inc.",,,Salesforce
11204477,Inactive Investor,Jordan Gross-Richmond,Chief Product Officer;Director;Member,Angeles Partners LLC Los Angeles CA 515 S Flower St,jordan@angelespartners.com,,Salesforce
10920526,Inactive Investor,Donald Boyce,Financial Advisor,"MML Investors Services, LLC New Haven CT Private Residence",donaldboyce@financialguide.com,,Salesforce
11176657,Inactive Investor,Thomas Ohanesian,Wealth Advisor,"Intelligence Driven Advisers, LLC",thomas.ohanesian@idawealth.com,,Salesforce
11223181,,Hugh Taylor,,,hugh.taylor@marinerwealthadvisors.com,,List Import
11026186,Inactive Investor,Mark McManus,,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
10644199,,Amy Welzer,,,amy.m.welzer@jpmorgan.com,,List Import
10929904,Inactive Investor,Kyle Tweet,Investment Advisor;President,"Tweet Management Services, Inc.",,,Salesforce
11265644,,Teresa Lisson,,,teresa@viennacallingcatering.com,,Web Form Fillout
10659100,,Loreta Tvrdy,,,loreta.tvrdy@wellsfargoadvisors.com,,List Import
232654,, -,,[Unknown],kdamont@gmail.com,,
10906902,Inactive Investor,Jorge Blanco,Financial Planner,LPL Financial LLC Tampa FL 401 E Jackson St,jorge.blanco@lpl.com,,Salesforce
11108677,Inactive Investor,Jared Vanwagoner,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,jared.vanwagoner@fidelity.com,,Salesforce
10940277,Inactive Investor,Zachary Thurston,Supervisor,"Stifel Independent Advisors, LLC",thurstonz@stifelindependence.com,,Salesforce
11140799,Inactive Investor,Erick Gonzalez,,PFS Investments Inc. Miami FL 9649 NW 33rd St,erick.gonzalez@primerica.com,,Salesforce
11134565,Inactive Investor,Gary Roth,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",gary.roth@raymondjames.com,,Salesforce
11137253,Inactive Investor,Zachary Lopes,Client Relationship Specialist,"Charles Schwab & Co., Inc.",,,Salesforce
11120446,Inactive Investor,Ronald Weaver,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,ronald.weaver@fidelity.com,,Salesforce
10818984,Inactive Investor,Gregory Leone,,Cetera Advisor Networks LLC Georgetown CT 73 Redding Rd,gleone@gfginc.com,,Salesforce
11185255,Inactive Investor,Andrea Graham,,Cetera Advisor Networks LLC Irvine CA 100 Pacifica,,,Salesforce
7085345,,Melanie Smith,,,mskyohx@eurokool.com,,Web Form Fillout
10581827,,Graham Hayes,,,graham@courier-post.co.uk,,Web Form Fillout
374072,,Isaac ochonu,,[Unknown],ochonuattahisaac@gmail.com,,source
219647,,n m,,[Unknown],nmanna@oak.group,,Direct
10880462,Inactive Investor,Daniel Hemberger,Financial Advisor,Edward Jones Kingwood TX 2218 Northpark Dr,daniel.hemberger@edwardjones.com,,Salesforce
10823410,Inactive Investor,Jason Main,Financial Advisor,LPL Financial LLC Sturbridge MA 200 Charlton Rd,jason.main@lpl.com,,Salesforce
10773571,Inactive Investor,Alex Wilson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11085804,Inactive Investor,Stephen Gansman,Financial Advisor,"Ameriprise Financial Services, LLC Blue Bell PA 790 Penllyn Blue Bell Pike",stephen.gansman@ampf.com,,Salesforce
10797596,Inactive Investor,Edward Meeuwsen,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,edward.meeuwsen@morganstanley.com,,Salesforce
9599332,,Steve Marreros,,,lee.marreros@pucp.pe,,List import
11258994,,Dom Bei,,,dom@proofofworkforce.org,,Web Form Fillout
10887333,Inactive Investor,Robert Molinari,Senior Vice President - Compliance,Commonwealth Financial Network San Diego CA 4715 Viewridge Ave,rmolinari@commonwealth.com,,Salesforce
11060261,Inactive Investor,Ely Steinfeld,,"American Portfolios Financial Services, Inc. New York NY 1115 Broadway",,,Salesforce
11063291,Inactive Investor,Lucas Van Zandt,Financial Advisor,LPL Financial LLC Berlin CT Private Residence,lucas.vanzandt@lpl.com,,Salesforce
11232050,Inactive Investor,Ashley Garcia,,"U.S. Bancorp Investments, Inc. West Sacramento CA 1401 Merkley Ave",,,Salesforce
10942502,Inactive Investor,Kevin Pohle,Trustee,"Cambridge Advisors, LLC Williamsville NY 6225 Sheridan Dr",kevin@camadv.com,(716) 565 – 0565,Salesforce
10870645,Inactive Investor,James Platania,Financial Professional,LPL Financial LLC Arlington Heights IL 2 W Northwest Hwy,james.platania@lpl.com,,Salesforce
11123186,Inactive Investor,Jacinda Perry,Private Client Investment Associate,J.P. Morgan Securities LLC Lima OH 1799 Harding Hwy,jacinda.e.fried@jpmorgan.com,,Salesforce
11180581,Inactive Investor,James Mindak,,"Truist Investment Services, Inc. Louisville KY 401 W Main St",james.mindak@truist.com,,Salesforce
10847051,Inactive Investor,Matthew Anderson,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,matthew.j.anderson@lpl.com,,Salesforce
11012718,Inactive Investor,Rupesh Parekh,,"Allstate Financial Services, LLC Sand Springs OK 1 W 41st St",rupeshparekh@allstate.com,,Salesforce
10942763,Inactive Investor,Sidney Dufresne,,"Regulus Financial Group, LLC New Orleans LA 9515 Jefferson Hwy",,,Salesforce
10920365,Inactive Investor,Ethan Goodman,,"Wells Fargo Clearing Services, LLC East Hartford CT 18 Main St",ethan.j.goodman@wellsfargo.com,,Salesforce
227104,, -,,[[Unknown]],amisra72@gmail.com,,
11127920,Inactive Investor,Christian Ginolfi,Compliance Director;Senior Vice President,Santander Securities LLC,christian.ginolfi@santanderinvestments.com,,Salesforce
6788749,,nukali hajiko,,,comofar247@mustbeit.com,,Web Form Fillout
11134991,Inactive Investor,Jon Garing,,"Northwestern Mutual Investment Services, LLC Elkin NC 219 W Main St",jon.garing@nm.com,,Salesforce
9568822,,Nehru Arun,,,maruchus@gmail.com,,List import
11107941,Inactive Investor,Diane Whiteis,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",diane.whiteis@nm.com,,Salesforce
10931745,Inactive Investor,Jonathan Friess,,LPL Financial LLC San Diego CA 4707 Executive Dr,jonathan.friess@lpl.com,,Salesforce
10950949,Inactive Investor,Loretta Harris,,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
10809161,Inactive Investor,Christina Vilmar,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",christina.l.vilmar@ml.com,,Salesforce
11098804,Inactive Investor,Matthew Isaak,,Cetera Investment Services LLC Saint Louis MO 150 N Meramec Ave,,,Salesforce
11261263,Inactive Investor,Sara Porter,Investment Advisor Representative,KPP Advisory Services LLC,,,Salesforce
9636568,,Steven Greenspan,,,sgreenspan@securitycapital.com,,List import
11204495,Inactive Investor,Loretta Stratis,,"Cambridge Investment Research, Inc. Sagamore Hills OH Private Residence",,,Salesforce
231221,, -,,[Unknown],fpwhite3@gmail.com,,Organic Search
10788298,Inactive Investor,Roger Solis,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 12620 World Plaza Ln",roger.j.solis@ampf.com,,Salesforce
11126913,Inactive Investor,Kyle Bradshaw,,"Allstate Financial Services, LLC Wellington FL 12180 Southshore Blvd",kylebradshaw@allstate.com,,Salesforce
11034258,Inactive Investor,Alexander Zipse,,"Raymond James Financial Services, Inc. Iowa City IA 673 Westbury Dr",alexander.zipse@raymondjames.com,,Salesforce
11027459,Inactive Investor,Tyler Cyr,,TD Private Client Wealth LLC Portland ME 1 Portland Sq,tyler.cyr@td.com,,Salesforce
9639059,,Mandy Hardin,,,mandy.hardin@cfacorp.com,,List import
11074566,Inactive Investor,Eric Moreira,Financial Advisor,"Ameriprise Financial Services, LLC North Haven CT 250 State St",eric.moreira@ampf.com,,Salesforce
10925178,Inactive Investor,Taj Pereira,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10659693,,Margaret Jones,,,margaret.jones@prudential.com,,List Import
9544597,,Barb Stromberg,,,barb.stromberg@nelnet.net,,List import
11115602,Inactive Investor,Nicholas Klein,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,,,Salesforce
1001898,Inactive Investor,Ian Trumpower,President & Chief Investment Officer,2M,ian.trumpower@2m.com, +1 214 443 2000,
9635058,,Patrick Davidson,,,davidson@sterlinglp.com,,List import
10484880,,Axel Brehier,,,axel.brehier77370@hotmail.com,,Web Form Fillout
5420972,,david marcus,,"David A Marcus & ASSOC., Inc.",dmarcus@dam-inc.com,312-504-3283,Web form fillout
10842079,Inactive Investor,Lincoln Geltz,,"Cadaret, Grant & Co., Inc. Salem SC Private Residence",lgeltz@cadaretgrant.com,,Salesforce
10968187,Inactive Investor,Daniel Collinson,,"Truist Investment Services, Inc. Morganton NC 105 Avery Ave",,,Salesforce
11073896,Inactive Investor,Scott Kesten,Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",scott.kesten@ampf.com,,Salesforce
11145166,Inactive Investor,Kathleen Dennis,Financial Advisor,"VALIC Financial Advisors, Inc. Saint Charles IA 125 W Main St",,,Salesforce
9629959,,Josh Lian,,,josh_lian@berkeley.edu,,List import
10967345,Inactive Investor,William Derrick,,"Northwestern Mutual Investment Services, LLC Chicago IL 1327 W Washington Blvd",david.derrick@nm.com,,Salesforce
10958896,Inactive Investor,Sienna Zittle,,Vanguard Marketing Corporation,sienna_zittle@vanguard.com,,Salesforce
10662097,,Evelin Freytas,,,effreytas@ft.newyorklife.com,,List Import
10890801,Inactive Investor,Megan Yoder,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,megyoder.team@fidelity.com,,Salesforce
11028380,Inactive Investor,Timothy Abogado,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,timothy.abogado@jpmorgan.com,,Salesforce
11168388,Inactive Investor,Michael Lipkins,,"Raymond James Financial Services, Inc. Palo Alto CA 703 High St",michael.lipkins@raymondjames.com,,Salesforce
9617829,,Robert Schoen,,,robert_schoen@putnam.com,,List import
10806524,Inactive Investor,Michael Lemarbre,Financial Advisor,"Wells Fargo Clearing Services, LLC Knoxville TN 265 Brookview Centre Way",michael.lemarbre@wellsfargoadvisors.com,,Salesforce
10962101,Inactive Investor,Matthew Thompson,Financial Advisor,Edward Jones Galveston TX 305 21st St,matthew.s.thompson@edwardjones.com,,Salesforce
11234764,Inactive Investor,Harrison Deshazo,Associate Wealth Advisor,"Waverly Advisors, LLC Austin TX 8834 N Capital of Texas Hwy",,,Salesforce
11044768,Inactive Investor,George O'Korn,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,george.okorn.bu88@statefarm.com,,Salesforce
9596828,,George Koeltl,"Financial Advisor, Senior Vice President",,gkoeltl@wealthenhancement.com,,List import
9581245,,Edwin Fernandez,,,edwin.fernandez@voyafa.com,,List import
9636401,,G. Stakias,,,gstakias@libertypartners.com,,List import
10923603,Inactive Investor,Aleksandr Vovk,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,alexander.vovk@jpmorgan.com,,Salesforce
10931561,Inactive Investor,Bradley Karelitz,,"Mesirow Financial, Inc.",,,Salesforce
145340,,Peter Bock,,[Unknown],peter.miller.bock@gmail.com,,source
10994815,Inactive Investor,Wei Jing,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
10922502,Inactive Investor,Troy Leonard,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Financial Representative;Investment Advisor Representative,Cornerstone Financial Group,tleonard@cfgwi.com,,Salesforce
10810322,Inactive Investor,Kathy Vanlandingham,Chief Financial Officer;Co-Founder,"Guardian Wealth Management, Inc.",kathy@guardianwealth.com,,Salesforce
11235714,Inactive Investor,Luke Gregory,Financial Advisor,Lord and Richards,luke@lordandrichards.com,,Salesforce
10818768,Inactive Investor,Richard Pulley,Consumer Investments Market Leader,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 2829 Guardian Ln",richard.pulley@ml.com,,Salesforce
9557170,,sacha mionnet,,,sacha.mionnet@gmail.com,,List import
11186488,Inactive Investor,Andrew Behm,Financial Advisor,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11116122,Inactive Investor,Christopher Labadie,Investment Advisor Representative,LPL Financial LLC Clearwater FL 18167 US 19 N,christopher.labadie@lpl.com,,Salesforce
11016132,Inactive Investor,Robert Norris,Associate Advisor,"Centerpoint Advisors, LLC",rnorris@centerpointadvisors.net,,Salesforce
10777132,Inactive Investor,Robert Shields,Financial Advisor;First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",rshields2@ml.com,,Salesforce
11091050,Inactive Investor,Zachary Kaufman,,Commonwealth Financial Network Washington DC 1800 M St NW,zkaufman@commonwealth.com,,Salesforce
10349404,,미정 이,,,sare69@naver.com,,Web form fillout
11012003,Inactive Investor,Christopher Darley,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
10846343,Inactive Investor,Patrick Roth,Partner,"Fiduciary Wealth Management, LLC",proth@fidwealthman.com,,Salesforce
11087933,Inactive Investor,Ali Bazzi,,J.P. Morgan Securities LLC Trenton MI 20920 Allen Rd,,,Salesforce
193838,,DAVID MERCER,CEO,LMAX GROUP,mercer.david@lmax.com,4.41E+12,
11034966,Inactive Investor,Edward Ascolillo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10946780,Inactive Investor,Magaly Cruz,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Miami FL 333 SE 2nd Ave",,,Salesforce
10822676,Inactive Investor,Pantaleo Petruzzella,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,pantaleo.petruzzella@primerica.com,,Salesforce
9608482,,Miles Goldade,,,goldmdaddy@gmail.com,,List import
10900967,Inactive Investor,Tabrez Papa,,J.P. Morgan Securities LLC Austin TX 11521 N FM 620,tabrez.papa@jpmorgan.com,,Salesforce
11082100,Inactive Investor,Stacy Johnson,,"WesBanco Securities, Inc. Parkersburg WV 260 Gihon Vlg",,,Salesforce
10935105,Inactive Investor,John Dodson,,"MML Investors Services, LLC Springfield MO 2045 S Glenstone Ave",jdodson@financialguide.com,,Salesforce
10778582,Inactive Investor,Matthew Casella,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",matthew.casella@truist.com,,Salesforce
11219278,,Douglas Webster,,,websterd@ceteranetworks.com,,Other
9594282,,Gregory Vincent,,,gvincent@stratoswealthpartners.com,,List import
11173195,Inactive Investor,Randall Revell,,J.P. Morgan Securities LLC Palm Harbor FL 600 E Lake Rd,randall.revell@chase.com,,Salesforce
11267541,Inactive Investor,Michael Betros,Chief Compliance Officer,"D'Arcangelo Financial Advisors, LLC",mbetros@dfanys.com,845-473-8261,Manual List Upload
10860998,Inactive Investor,Steven McDonald,Financial Advisor,"Osaic Wealth, Inc. Caledonia MN 101 N Sprague St",,,Salesforce
10848089,Inactive Investor,Howard Chen,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Partner,"Parah Capital Management, LLC",howard.chen@parahcapital.com,,Salesforce
11061883,Inactive Investor,Daniel Dicesare,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,daniel.dicesare@fmr.com,,Salesforce
10995233,Inactive Investor,Anne Saguisag,Financial Advisor,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",asaguisag@brokersifs.com,,Salesforce
10798388,Inactive Investor,Christopher Walker,,"TradeStation Securities, Inc. Chapel Hill NC Private Residence",cwalker@tradestation.com,,Salesforce
40327,,Darren Summers,Financial Advisor,"Principal Securities, Inc.",summers.darren@principal.com,636-449-0760,
352910,,Khurshid Khan,Financial Management specialist,TSL,kkhanundp@gmail.com,,Event
9584619,,Kim JaeHyun,,,englishj46@hotmail.com,,List import
10830089,Inactive Investor,Jeff Cates,Financial Advisor,LPL Financial LLC Clarksville TN 1500B Madison St,jeff.cates@lpl.com,,Salesforce
10797855,Inactive Investor,Pamela Bettenhausen,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
10657335,,Michael Casey,,,michael.casey@gs.com,,List Import
11170883,Inactive Investor,Marc Nelson,,"Osaic FS, Inc. Westminster CA 8941 Universe Ave",mnelson@lfg.com,,Salesforce
10980072,Inactive Investor,Minakshiben Patel,,J.P. Morgan Securities LLC Carol Stream IL 411 S Schmale Rd,minakshi.m.patel@chase.com,,Salesforce
10762548,Inactive Investor,Nathaniel Rullman,Director;Senior Vice President - Investments,Davenport & Company LLC Charlottesville VA 600 E Water St,nrullman@investdavenport.com,,Salesforce
11126569,Inactive Investor,Michelline May Padilla,,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
11084641,Inactive Investor,Lori Branch,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,lori.branch.lxne@statefarm.com,,Salesforce
10867681,Inactive Investor,Michael Wray,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
223561,,Sandra Johnson,President,"The Westchester Group, Llc",sandra@westchestergroupllc.com,419-290-0167,Direct
10982902,Inactive Investor,Harrison Vermie,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,,,Salesforce
10869029,Inactive Investor,James Ingolia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10875575,Inactive Investor,Anton Dziuk,,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",,,Salesforce
10998776,Inactive Investor,Russell Dick,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,rdick@primerica.com,,Salesforce
10922335,Inactive Investor,Karen Peterman,,"Raymond James Financial Services, Inc. Camden AR 1325 Hwy 278 Byp",karen.peterman@raymondjames.com,,Salesforce
11046901,Inactive Investor,Hector Naranjo Lepe,Client Service Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,hector.naranjo.lepe@morganstanley.com,,Salesforce
10909247,Inactive Investor,Charles Damico,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,charles.damico@ceterainvestors.com,,Salesforce
10780973,Inactive Investor,Thomas Cichocki,Financial Advisor;Financial Planner;Senior Vice President,Morgan Stanley Allentown PA 515 Hamilton St,thomas.cichocki@morganstanley.com,,Salesforce
9562869,,Jacob Lanford,,,jlanford@massmutual.com,,List import
10948207,Inactive Investor,Sennen Bubb,,Cetera Advisors LLC Atlanta GA 2300 Windy Ridge Pkwy SE,,,Salesforce
11153846,Inactive Investor,Rick Nunley,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",rick.nunley@wellsfargoadvisors.com,,Salesforce
10885692,Inactive Investor,Curtis Stowers,Chief Compliance Officer;Principal,"F5 Financial Planning, L.L.C.",curt.stowers@f5fp.com,,Salesforce
10944079,Inactive Investor,Jeromy White,,"Titleist Capital, LLC Webster TX 711 W Bay Area Blvd",jwhite@tamgmt.com,,Salesforce
10845109,Inactive Investor,Mary Bersot,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,"Bersot Capital Management, LLC Tiburon CA 1831 Tiburon Blvd",,,Salesforce
10994128,Inactive Investor,Dustin Meisel,,"U.S. Bancorp Investments, Inc. Madison WI 1 S Pinckney St",dustin.meisel@usbank.com,,Salesforce
10893668,Inactive Investor,Jesse Uttendorfer,Associate Wealth Manager,"Marshall & Sterling Wealth Advisors, Inc. Kingston NY 407 Hurley Ave",juttendorfer@ms-wealth.com,,Salesforce
11100504,Inactive Investor,Rodney Rincon,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member;Managing Partner,"Draxis Asset Management, LLC",rodney.rincon@draxisam.com,,Salesforce
10997405,Inactive Investor,James Miralles,,"FBL Marketing Services, LLC",james.miralles@fbfs.com,,Salesforce
11114914,Inactive Investor,Rachel Welch,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,rachel.welch@fidelity.com,,Salesforce
10863456,Inactive Investor,Jaikenah Brown,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,jaikenah.brown@fidelity.com,,Salesforce
332992,,Kyle Barclay,,GREENUP STREET WEALTH MANAGEMENT LLC,kbarclay@greenupst.com,,
9571583,,Rodney Brewer,,,rbrewer@massmutual.com,,List import
11058341,Inactive Investor,Frank Giorgio,,LPL Financial LLC Warwick RI 3616 Post Rd,frank.giorgio@lpl.com,,Salesforce
10812078,Inactive Investor,Gabriel Brenner,Board Member;Chief Investment Officer;Financial Advisor,Abacus Wealth Partners San Carlos CA 973 Laurel St,,,Salesforce
10926452,Inactive Investor,Lubasi Katundu,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11138663,Inactive Investor,Kenneth Bertucci,Financial Advisor,LPL Financial LLC New Orleans LA 1321 Hickory Ave,kenny.bertucci@lpl.com,,Salesforce
10772390,Inactive Investor,Gary Vestal,Financial Advisor,Edward Jones Gilmer TX 904 US Hwy 271 N,gary.vestal@edwardjones.com,,Salesforce
10913944,Inactive Investor,Kenneth Watt,Financial Consultant,Commonwealth Financial Network Natick MA 6 Main St,kwatt@commonwealth.com,,Salesforce
11134008,Inactive Investor,Charlie Dear,Financial Professional,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",charlie.dear@equitable.com,,Salesforce
11075869,Inactive Investor,Sunnie Lim,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,sklim@ft.newyorklife.com,,Salesforce
10900679,Inactive Investor,Michael Collins,Investment Advisor,Kingsbury Capital Investment Advisors LLC Evanston IL 1560 Sherman Ave,mcollins@kingsburycap.com,,Salesforce
336422,,Heidi Mulling,CFO,"Stonewall Asset Mgmt., Inc.",heidi.mulling@stonewallasset.com,770-667-5767,Manual List Upload
11237144,Inactive Investor,Adam Young,Investment Advisor,Edelman Financial Engines Naperville IL Private Residence,ayoung@edelmanfinancialengines.com,,Salesforce
7695109,,sampson asante,,,point5gh@yahoo.com,,Web Form Fillout
10917418,Inactive Investor,Robert Ruggirello,Chief Compliance Officer;Managing Director;Managing Member,Brave Eagle Wealth Management,robert@braveeaglewealthmanagement.com,,Salesforce
11048873,Inactive Investor,Christopher Yale,Associate Vice President;Financial Advisor,Morgan Stanley Allentown PA 515 Hamilton St,christopher.yale@morganstanley.com,,Salesforce
118833,,Kendall King,Managing Member,Castlepoint Wealth Advisors,kendall@castleviewadvisors.com,405-705-2906,Manual List Upload
11155451,Inactive Investor,John Colcolough,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",john.colcolough@wellsfargoadvisors.com,,Salesforce
10838471,Inactive Investor,David Raimo,,State Farm VP Management Corp. Duluth MN 1605 Woodland Ave,dave.raimo.b5b9@statefarm.com,,Salesforce
11076219,Inactive Investor,Samer Deir,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,samer.deir@jpmorgan.com,,Salesforce
11012610,Inactive Investor,Kathleen Thomas,,J.P. Morgan Securities LLC Redding CA 974 Dana Dr,kathleen.l.thomas@chase.com,,Salesforce
10773283,Inactive Investor,John Abolarin,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,john.abolarin@primerica.com,,Salesforce
9547446,,David Holland,,,dholland@massmutual.com,,List import
10754800,Inactive Investor,David Webb,Chief Compliance Officer;President;Senior Investment Advisor,Curry Webb Wealth Management LLC,,,Salesforce
10893367,Inactive Investor,Veronica Cyrus,Private Client Advisor,J.P. Morgan Securities LLC Pompano Beach FL 6260 W Sample Rd,veronica.cyrus@jpmorgan.com,,Salesforce
10761332,Inactive Investor,Kevin Cardenas,Financial Advisor;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,kevin.cardenas@morganstanley.com,,Salesforce
11193559,Inactive Investor,Danielle Schreck,Portfolio Associate,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,danielle.schreck@morganstanley.com,,Salesforce
10976958,Inactive Investor,Sean Kelso,,J.P. Morgan Securities LLC Babylon NY 31 W Main St,sean.kelso@chase.com,,Salesforce
11085104,Inactive Investor,James Glennon,Member,G&S Wealth Management LLC,james@glennonandsandoval.com,,Salesforce
9640285,,Geoffrey Perkins,,,gperkins@afas-hq.org,,List import
11009376,Inactive Investor,Stephen Small,Financial Planner,"Equitable Advisors, LLC Greensburg PA 4727 State Rte 30",stephen.small@equitable.com,,Salesforce
10914424,Inactive Investor,Gregory Ruley,,LPL Financial LLC Tulsa OK 2431 E 61st St,gregory.ruley@lpl.com,,Salesforce
11110592,Inactive Investor,John Renshaw,,State Farm VP Management Corp. Bonham TX 901 W Sam Rayburn Dr,,,Salesforce
11020935,Inactive Investor,Meadow Noyer,,"Allstate Financial Services, LLC Liberty TX 334 Main St",meadow@allstate.com,,Salesforce
10796801,Inactive Investor,Jeffrey Velepec,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 500 Lee St E",jeffrey_velepec@ml.com,,Salesforce
11171837,Inactive Investor,Steven Ruhberg,,"The Leaders Group, Inc. Summit NJ 86 Summit Ave",,,Salesforce
9594549,,Ritchie Hood,,,ritchie@pacific-portfolio.com,,List import
10834707,Inactive Investor,Sean Grattan,,LPL Financial LLC Burlington VT 150 Bank St,sean.grattan@lpl.com,,Salesforce
10645238,,Daniel Martin,,,dmartin@hlhz.com,,List Import
11020329,Inactive Investor,Matthew Sowell,,J.P. Morgan Securities LLC San Antonio TX 5258 De Zavala Rd,,,Salesforce
112204,,Sam Moore,,Moore Farm,sammoore1955@gmail.com,3362690959,
11100583,Inactive Investor,Mark Reed,,"Wells Fargo Clearing Services, LLC Windsor CA 8844 Lakewood Dr",mark.reed@wellsfargoadvisors.com,,Salesforce
10942553,Inactive Investor,Nicholas Lang,,Cetera Advisor Networks LLC New York NY 101 Park Ave,,,Salesforce
10903814,Inactive Investor,Scott Lindstrom,,"Fortune Financial Services, Inc. Coraopolis PA 123 Shafer Rd",srl@fortunefinancialservices.com,,Salesforce
9608224,,patricia Trujillo,,,ptrujillo254@gmail.com,,List import
10807410,Inactive Investor,Ann Mariani-Issel,,LPL Financial LLC Downers Grove IL 2651 Warrenville Rd,ann.marianiissel@lpl.com,,Salesforce
11055741,Inactive Investor,Mark Madden,,Morgan Stanley Portland ME 100 Middle St,mark.madden@morganstanley.com,,Salesforce
10963927,Inactive Investor,Sarah Harrington,,"Wells Fargo Clearing Services, LLC Austin TX 5900 W Slaughter Ln",,,Salesforce
10832314,Inactive Investor,Jennifer South,,"Ameriprise Financial Services, LLC Saline MI 216 W Michigan Ave",jennifer.south@ampf.com,,Salesforce
10659152,,Safar Soltani,,,safar.soltani@jpmorgan.com,,List Import
9014147,,Christian Davio,,,christiandavio@hotmail.com,,Web form fillout
10882271,Inactive Investor,Karin Kahn,,Lebed Asset Management LLC,,,Salesforce
9641497,,Paul Tanaka,,,troutboard86@gmail.com,,List import
7331487,,Mokhtar Kamil Mat Sulaiman,,,ceo@voltanspace.com,,Web Form Fillout
9577692,,John McCoy,,,john.mccoy@securitiesamerica.com,,List import
11129001,Inactive Investor,Scott Byrne,,"GLP Investment Services, LLC Grand Rapids MI 3258 Clear Vista Ct NE",sbyrne@glpwins.com,,Salesforce
10838832,Inactive Investor,Matthew Keefe,Chief Investment Officer;Managing Member;Managing Partner;Senior Financial Advisor,Columbia River Advisors Tacoma WA 2115 N 30th St,matt@investcra.com,,Salesforce
11113763,Inactive Investor,James White,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,,,Salesforce
11089854,Inactive Investor,Michael Park,,"Avantax Investment Services, Inc. Temecula CA 27247 Madison Ave",michael.park@avantax.com,,Salesforce
10881300,Inactive Investor,John Martello,,"Allstate Financial Services, LLC",johnmartello@allstate.com,,Salesforce
4159463,,Marcelo Silva,,,marcelo.criptomoney@gmail.com,,Web Form Fillout
2071289,,Kerr Smith,,,ajbrink72@gmail.com,,
10881463,Inactive Investor,Wendy Tang,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 720 W Uwchlan Ave",wendy.tang@ml.com,,Salesforce
10901840,Inactive Investor,William Oldford,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",william.oldford@ml.com,,Salesforce
11131561,Inactive Investor,Samuel Nagher,Financial Advisor,Edward Jones Conway AR Private Residence,samuel.nagher@edwardjones.com,,Salesforce
11177488,Inactive Investor,Monica Grissom,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,monica_grissom@vanguard.com,,Salesforce
10896812,Inactive Investor,Corey Jones,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11112657,Inactive Investor,Maria Quezada,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,maria.quezada@primerica.com,,Salesforce
10766055,Inactive Investor,Noah Solomon,Associate Vice President - Wealth Management;Financial Advisor;Portfolio Manager,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,noah.solomon@morganstanley.com,,Salesforce
10945748,Inactive Investor,Justin Flores,Associate,Edward Jones Rock Springs WY 1575 Dewar Dr,justin.flores@edwardjones.com,,Salesforce
9565315,,Shailesh GUPTA,,,shailg23@yahoo.com,,List import
10658081,,Paula Cooper,,,pcooper@pmanetwork.com,,List Import
10989927,Inactive Investor,Forrest Hall,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",,,Salesforce
11000712,Inactive Investor,Beck Marischen,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
85571,,Matthew Boyle,,"CB Essential Services, LLC",matt@hmda-lei.com,5166430072,
11206256,Inactive Investor,Elmer Sitts,,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,elmer.sitts@primerica.com,,Salesforce
5996952,,Basil A Smith,,,gocota5978@cnxcoin.com,,Web Form Fillout
11098911,Inactive Investor,Jacob Margo,Private Client Advisor,Main Street Research LLC,jacob.margo@ms-research.com,,Salesforce
346791,,Kennedy Blum,Associate,Benchmark Financial Wealth Advisors Llc,aspridik@benchmarkfinancial.info,561-416-2992,Manual List Upload
10612364,,David Bergerson,Financial Advisor,,drbergerson@gmail.com,,List Import
10847902,Inactive Investor,Misha Herr,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11092146,Inactive Investor,Amy Ochs,,"Wells Fargo Advisors Financial Network, LLC Boerne TX 179 S Main St",amy.ochs@wfafinet.com,,Salesforce
11201908,Inactive Investor,Justin Denton,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
10647346,,Gianmarco Cacciamatta,,,gianmarco.cacciamatta@transamerica.com,,List Import
345989,,Josie Rosson,Chief Compliance Officer,"Virtus Fund Advisers, Llc",josie.rosson@ridgeworth.com,800-248-7971,
10948277,Inactive Investor,Cristian Taveras,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 176 Water St,,,Salesforce
9605711,,Kenneth Deane,,,kenneth@advisorscenter.com,,List import
11026972,Inactive Investor,Curtis Green,,"Pruco Securities, LLC. Newark NJ 213 Washington St",curtis.green@prudential.com,,Salesforce
10947649,Inactive Investor,Joao Arruda Neto,,Fidelity Brokerage Services LLC,,,Salesforce
11213153,Inactive Investor,Sinahy Luna,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,sinahy.luna@fmr.com,,Salesforce
11169819,Inactive Investor,Lisa Cannon,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",lisa.p.cannon@ml.com,,Salesforce
10618060,,Timothy Sayre,,,timothy.sayre@wellsfargoadvisors.com,,List Import
10984445,Inactive Investor,Thomas Rodak,,"Pruco Securities, LLC. Rochester NY 95 Canal Landing Blvd",thomas.rodak@prudential.com,,Salesforce
10872515,Inactive Investor,Karen Brenner,Chief Compliance Officer;Managing Member;Member,Fortuna Asset Management LLC,,,Salesforce
10897125,Inactive Investor,Thomas Thurin,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3601 W 76th St",thomas.thurin@ampf.com,,Salesforce
6221991,,Jack Johnson,,,bameyo6639@webonoid.com,,Web Form Fillout
11164253,Inactive Investor,Shane Lucero,,"Charles Schwab & Co., Inc. Albuquerque NM 2442 Louisiana Blvd NE",shane.lucero@schwab.com,,Salesforce
6669795,,Javier Wilson-Moreno,,,javierfwilson42@gmail.com,,Web Form Fillout
11108392,Inactive Investor,Mason Davis,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",mason.davis@robinhood.com,,Salesforce
10658008,,Wendy Evans,,,wevans@mesirowfinancial.com,,List Import
11144566,Inactive Investor,Andrew Davis,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,andrew.davis@fmr.com,,Salesforce
11233542,Inactive Investor,Jon Pettinelli,,LPL Financial LLC Redwood City CA 555 Veterans Blvd,jon.pettinelli@lpl.com,,Salesforce
9616337,,Mikhael Sinaga,,,mikhael.judema.sinaga@gmail.com,,List import
10906700,Inactive Investor,Hans-George Brase,Financial Advisor;Registered Associate,Morgan Stanley Minneapolis MN 225 S 6th St,hans.brase@morganstanley.com,,Salesforce
11011309,Inactive Investor,Daniel Esquirell,Principal;Senior Financial Advisor,Wescott Financial Advisory Group LLC,desquirell@wescott.com,,Salesforce
9558257,,Gwendolyn Willbanks,,,autum_herz@hotmail.com,,List import
10927165,Inactive Investor,Kevin Mandrell,,"Cornerstone Financial Services, Inc.",,,Salesforce
10821611,Inactive Investor,Jay Slade,Director;Vice President,Flagstar Advisors Brooklyn NY 6321 New Utrecht Ave,jay.slade@flagstar.com,,Salesforce
10759190,Inactive Investor,Susan Scher,,Goldman Sachs & Co.,susan.scher@gs.com,,Salesforce
9604865,,Andrew Cox,,,andrewcox218@gmail.com,,List import
11052076,Inactive Investor,Ronald Jackson,,State Farm VP Management Corp. Jeffersonville IN 2123 Veterans Pkwy,bryan.jackson.pobs@statefarm.com,,Salesforce
9552869,,Jonathan Haaland,,,haaland1936@gmail.com,,List import
370772,,Jalal Taheri,,Iran,jalaltahbtc@gmail.com,,Salesforce
11153527,Inactive Investor,Scott Miller,,"Kestra Investment Services, LLC Waukesha WI 20975 Swenson Dr",,,Salesforce
9586164,,Dewitt Weaver,,,dewitt@weavercapital.com,,List import
192252,,Keyhan Mobaraki,,[Unknown],keyhan.mob67lesder@gmail.com,,
10795127,Inactive Investor,Melissa Duffy,,"HighTower Securities, LLC Portland ME 2 Monument Sq",mduffy@hightoweradvisors.com,,Salesforce
10875927,Inactive Investor,Dane Tinley,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",dane.tinley@ml.com,,Salesforce
9567070,,Paul Sweeney,,,paul.sweeney@edwardjones.com,,List import
226280,,Andrew -,,[[Unknown]],atsiropinas@gmail.com,,Initial Salesforce Import
10866897,Inactive Investor,Jill Hutson,Supervisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
9589508,,Dr. Rafeek Mikhail,,,dr.rmikhail@gmail.com,,List import
9564856,,Timothy Thomas,,,twthomas@ft.newyorklife.com,,List import
9543169,,Jare Pahe,,,gmbl671@gmail.com,,List import
10965965,Inactive Investor,Johnny Strickland,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Columbia SC 250 Berryhill Rd",lee.strickland@mutualofomaha.com,,Salesforce
11183301,Inactive Investor,Sean Quinn,,"International Assets Advisory, LLC Jupiter FL 1061 E Indiantown Rd",squinn@iaac.com,,Salesforce
10946445,Inactive Investor,Jordan Foster,,Fidelity Brokerage Services LLC,,,Salesforce
10976533,Inactive Investor,Stephen Gentzler,Financial Advisor,"Abound Wealth Management, LLC",stephen@aboundwealth.com,,Salesforce
11048275,Inactive Investor,Christine McGinley,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,christine.mcginley@ubs.com,,Salesforce
11031215,Inactive Investor,Kaye Millard,,NYLIFE Securities LLC Canoga Park CA Private Residence,klmillard@ft.newyorklife.com,,Salesforce
11298523,,Adrian Garza,,,garza.adrian2301@gmail.com,,Web Form Fillout
9560405,,Alex Karlsson,,,karlisontheway@gmail.com,,List import
9592748,,Anastasia Sukhetskaya,,,asukhetskaya@gmail.com,,List import
11070934,Inactive Investor,Richard Van Nostrand,Board of Directors;Partner;Senior Portfolio Manager,"Cornerstone Investment Partners, LLC",,,Salesforce
10973072,Inactive Investor,Fred Harraka,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",,,Salesforce
10892428,Inactive Investor,Steven Merrill,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
9557388,,allan ssozi,,,allanssozi@protonmail.com,,List import
10874290,Inactive Investor,Joseph Buchy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",joseph.buchy@ml.com,,Salesforce
10886483,Inactive Investor,Jordyn Giddings,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11101257,Inactive Investor,Mercedes Favela-Ramirez,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,mercedes.ramirez@primerica.com,,Salesforce
245631,,Scott O'Keeffe,"Assistant Vice President, Partner Development",United Planners,sokeeffe@upfsa.com,16236928179,Manual List Upload
10879528,Inactive Investor,Mark Evans,,J.P. Morgan Securities LLC,mark.evans@jpmorgan.com,,Salesforce
10856338,Inactive Investor,Arthur Matarazzo,,"Raymond James Financial Services, Inc. Bohemia NY 640 Johnson Ave",arthur.matarazzo@raymondjames.com,,Salesforce
11126853,Inactive Investor,Bruce Berman,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Princeton NJ 90 Nassau St",bruce.berman@rbc.com,,Salesforce
11013110,Inactive Investor,Graham Bolerjack,,"Osaic Wealth, Inc. Carmi IL 207 E Main St",,,Salesforce
11002838,Inactive Investor,Stephen Mcentee,Client Services Assistant,Lincoln Investment Marlton NJ 10000 Sagemore Dr,smcentee@lincolninvestment.com,,Salesforce
11147942,Inactive Investor,Nathaniel Mosley,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,nathaniel.mosley@ubs.com,,Salesforce
10873916,Inactive Investor,Robert Schaefer,,"Cambridge Investment Research, Inc. Cincinnati OH 5636 Bridgetown Rd",,,Salesforce
9572387,,Jordan Oglesby,,,jordan.oglesby@gmail.com,,List import
11236120,Inactive Investor,Stephen Siler,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
10880310,Inactive Investor,Kevin Albertson,,"MML Investors Services, LLC Archdale NC Private Residence",kdalbertson@financialguide.com,,Salesforce
9551259,,Kirk McDonald,,,kmcdonald@argentcapital.com,,List import
9608381,,Phelipe Agnelli,,,agnelli.phelipe@gmail.com,,List import
11005238,Inactive Investor,Gary Eaton,Financial Advisor,Edward Jones Dexter MO 1402 N Outer Rd,gary.eaton@edwardjones.com,,Salesforce
10644595,,William Fox,,,william.fox@lazard.com,,List Import
11199947,Inactive Investor,Hollie Hunt,Risk Officer;Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
9620880,,GUILLERMO MENDOZA,,,info@blockchainmexico.mx,,List import
353325,,Jim Geison,,Jim Geison,jgeison@gmail.com,,Direct
10877080,Inactive Investor,Mariana Bertoldi,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11081288,Inactive Investor,Scott Davidson,,State Farm VP Management Corp. Independence MO 2411 S State Rte 291,scottdavidson@statefarm.com,,Salesforce
10836069,Inactive Investor,John Miller,Financial Advisor,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",john.miller@ampf.com,,Salesforce
10657951,,Michael Ludwig,,,michael.ludwig@ceterafs.com,,List Import
10834680,Inactive Investor,Jason Berry,Financial Advisor,Edward Jones Kimberly WI 403 E Kimberly Ave,jason.berry@edwardjones.com,,Salesforce
9544183,,Harish Sundaram,,,harishsundaram1996@gmail.com,,List import
10855120,Inactive Investor,Taylor Schulte,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;Member,"Define Financial, LLC",taylor.schulte@definefinancial.com,,Salesforce
11072476,Inactive Investor,Marcus Song,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11033480,Inactive Investor,Peter Harris,,PFS Investments Inc. Chalfont PA 31 Oak Ave,peter.harris@primerica.com,,Salesforce
9607412,,Thomas Williams,,,tom.williams@domaniwealth.com,,List import
11082816,Inactive Investor,Hogan Bendert,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,bhogan@primerica.com,,Salesforce
9567020,,Julien Giessler,,,juliengiessler@gmail.com,,List import
11157150,Inactive Investor,Brady Scott,,PlanMember Securities Corporation New Braunfels TX Private Residence,bscott@planmembersec.com,,Salesforce
10919152,Inactive Investor,Beth Percival,Financial Advisor,Edward Jones Seattle WA 4740 44th Ave SW,beth.percival@edwardjones.com,,Salesforce
9646771,,David Luberis,,,ti.garcon@hotmail.com,,List import
121720,,Jesse Garshak,Financial Advisor,"VALIC Financial Advisors, Inc.",jesse.garshak@valic.com,610-256-5177,
9630983,,Michael Noce,,,mike.noce@gmail.com,,List import
9558668,,Michael Chernoff,,,mchernoff@sagepointadvisor.com,,List import
10777130,Inactive Investor,Leslie Proceviat,,"Osaic Wealth, Inc. San Jose CA 101 Metro Dr",,,Salesforce
10992556,Inactive Investor,David Russo,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Trumbull CT 101 Merritt Blvd",david.russo@mutualofomaha.com,,Salesforce
9587007,,Mark McKeel,,,mmckeel@financialguide.com,,List import
10946228,Inactive Investor,Timothy Laughlin,Financial Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Spokane WA 601 W Riverside Ave",timothy.laughlin@claconnect.com,,Salesforce
11063300,Inactive Investor,Carolyn Anderson,Business Development Associate;Senior Associate,LPL Financial LLC Red Bank NJ 10 Broad St,carolyn.anderson@lpl.com,,Salesforce
10848949,Inactive Investor,Robert Wink,Advisor;Chief Executive Officer;Chief Financial Officer;Chief Legal Officer;Chief Operating Officer;Co-Founder,Summit Financial Working With People You Trust,robert@summitfc.net,,Salesforce
10781305,Inactive Investor,Paul Lehrman,Manager;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",paul_lehrman@ml.com,,Salesforce
10812160,Inactive Investor,Bruce Lear,,Novem Group Grand Island NE 2032 Brentwood Blvd,blear@americanportfolios.com,,Salesforce
11230476,Inactive Investor,Izabele Bukauskaite,,"Charles Schwab & Co., Inc. Atlanta GA 3260 Walton Riverwood Ln SE",,,Salesforce
10614334,,Howard Cohen,Financial Advisor,,howard_cohen@glic.com,,List Import
5349955,,jook baby,,,diropiv118@sunetoa.com,,Web Form Fillout
11127472,Inactive Investor,Richard Petro,,"Osaic Wealth, Inc. Coraopolis PA 1150 Thorn Run Rd",,,Salesforce
11024055,Inactive Investor,David Heitner,Investment Advisor Representative,"Osaic Wealth, Inc. Garden City NY 310 Old Country Rd",,,Salesforce
10893725,Inactive Investor,Brittany Zorn,Chief Compliance Officer,Godsey & Gibb Wealth Management,bzorn@godseyandgibb.com,,Salesforce
10874910,Inactive Investor,Mary Bosley,,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,,,Salesforce
11009250,Inactive Investor,Lina Solano-Ramirez,,PFS Investments Inc. Fort Lauderdale FL 100 NW 82nd Ave,lsolanoramirez@primerica.com,,Salesforce
10510071,,David Lenahan,Managing Director,BTIG,dlenahan@btig.com,,List Import
10896406,Inactive Investor,Christopher Puher,,"Garden State Securities, Inc.",cpuher@gardenstatesecurities.com,,Salesforce
11208793,Inactive Investor,Taylor Roncancio,Chief Compliance Officer;Chief Executive Officer;Managing Partner;Senior Portfolio Manager,"Quantumvest, Inc.",troncancio@quantum-vest.com,,Salesforce
9542788,,Robert Levine,,,r.r.levine4@gmail.com,,List import
11164876,Inactive Investor,Michael Esposito,,"Osaic Wealth, Inc. Fairfield NJ 75 Lane Rd",,,Salesforce
373424,,Oleg Spoda,,[Unknown],o.spoda@gmail.com,,source
10954685,Inactive Investor,Jerald VanHouten,Owner,"Independent Financial Group, LLC Modesto CA 1111 J St",,,Salesforce
10851907,Inactive Investor,Anthony Bumgarner,Financial Advisor,LPL Financial LLC Minneapolis MN 6303 Central Ave NE,anthony.bumgarner@lpl.com,,Salesforce
10824378,Inactive Investor,Eric Needham,,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",,,Salesforce
10859159,Inactive Investor,Daniel Cantor,Chief Compliance Officer;Founder;Managing Member,"CK Advisors, LLC",dan@ckadvisorsllc.com,,Salesforce
9541428,,Steven Mazzuchelli,,,steven@equableshares.com,,List import
211734,,Tyler Van Dyke,Editor,Insider Intelligence,tvandyke@insiderintelligence.com,,Content
10891867,Inactive Investor,Dominique Ware,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",dominique.ware@ml.com,,Salesforce
10971202,Inactive Investor,Matthew Waterhouse,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",matthew.waterhouse@equitable.com,,Salesforce
11065698,Inactive Investor,Steven Di Palma,Financial Advisor,"Wells Fargo Clearing Services, LLC Mountain Lakes NJ 333 US Hwy 46",steven.dipalma@wellsfargoadvisors.com,,Salesforce
11233948,Inactive Investor,Samuel Springberg,,"Osaic Wealth, Inc. Lake Havasu City AZ 430 El Camino Way",,,Salesforce
9619361,,Stephen Lanzendorf,,,steve.lanzendorf@qsinvestors.com,,List import
11059142,Inactive Investor,Shin Goda,Financial Consultant,"Equitable Advisors, LLC Cliffside Park NJ Private Residence",shin.goda@equitable.com,,Salesforce
10904486,Inactive Investor,John Vertal,,United Planners' Financial Services of America A Limited Partner Avon OH 1001 Jaycox Rd,,,Salesforce
346382,,Thomas Platt,Vice President,Connors Investor Services Inc,tplatt@connorsinvestor.com,610-376-7418,Manual List Upload
11126119,Inactive Investor,Joshua Hopkins,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,,,Salesforce
4264772,,Maxime D,,,maximeduport@gmail.com,,Web Form Fillout
10983199,Inactive Investor,Erin Leonard,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",erin.leonard@gwrs.com,,Salesforce
10899651,Inactive Investor,Katie McPartland,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Bradenton FL 1510 Cortez Rd W",katie.mcpartland@wellsfargoadvisors.com,,Salesforce
11135627,Inactive Investor,Dale Thomas,,PFS Investments Inc. New York NY 85 Broad St,,,Salesforce
11080068,Inactive Investor,Maxwell Zarifian,,PFS Investments Inc. Glendale CA 315 Arden Ave,maxwellz@primerica.com,,Salesforce
10974438,Inactive Investor,Corrado Gugliotta,,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",,,Salesforce
11007980,Inactive Investor,Richard Jones,Managing Member;Senior Advisor,Keeler Thomas Management LLC,richard@keelerthomas.com,,Salesforce
9574505,,Kyle Johnston,,,kjohnston1514@gmail.com,,List import
9558158,,Thai Ho,,,thaiho.qc@gmail.com,,List import
11103366,Inactive Investor,Joseph Mazzuca,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9560523,,anh thais,,,thaianh2808@gmail.com,,List import
11210074,Inactive Investor,Wenhao Fan,,Jefferies LLC,wfan@jefferies.com,,Salesforce
9619737,,John Smith,,,johnsm@gmail.com,,List import
11046351,Inactive Investor,Gil Baumgarten,Chief Executive Officer;President,"Segment Wealth Management, LLC",gil.baumgarten@segmentwm.com,,Salesforce
10874327,Inactive Investor,John Moore,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,john.m.moore@morganstanley.com,,Salesforce
95678,,Marcin Zawadzki,IT Infrastructure Manager,CTR,marcin.zawadzki@ctrwater.net,,Event
10757679,Inactive Investor,Scott Solloway,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,scott.solloway@fidelity.com,,Salesforce
10948782,Inactive Investor,Jermaine Griswold,,The Huntington Investment Company Toledo OH 3546 W Central Ave,,,Salesforce
11166429,Inactive Investor,Philip Jang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11117413,Inactive Investor,Laci Weatherford,Wealth Strategy Associate,UBS Financial Services Inc. Saint Louis MO 1 N Brentwood Blvd,laci.weatherford@ubs.com,,Salesforce
10756212,Inactive Investor,Harold Sipe,Financial Advisor,Edward Jones Abilene TX 5533 US Hwy 277 S,mac.sipe@edwardjones.com,,Salesforce
10852004,Inactive Investor,Richard Blasdale,President,"Seamark Financial Services, Inc.",,,Salesforce
10789994,Inactive Investor,Patrick Shannon,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC New Haven CT 545 Long Wharf Dr",patrick.j.shannon@ampf.com,,Salesforce
9620371,,Vladimir Andral,,,vandral@gmail.com,,List import
10839096,Inactive Investor,Harry Hartman,Financial Consultant,LPL Financial LLC Albany NY 4 Winners Cir,harry.hartman@lpl.com,,Salesforce
10916748,Inactive Investor,Winston Jefferson,Wealth Management Specialist,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,winston.jefferson@jpmorgan.com,,Salesforce
10924032,Inactive Investor,Debra Huddleston,,"Brean Capital, LLC",,,Salesforce
11000799,Inactive Investor,Scott Richards,,"Allstate Financial Services, LLC Cantonment FL 1310 S Hwy 29",sfl06305@allstate.com,,Salesforce
10851740,Inactive Investor,Daniel Mckiernan,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",daniel.mckiernan@ml.com,,Salesforce
10882528,Inactive Investor,Kevin Power,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10648435,,Eric Zaruba,,,eric.zaruba@fmr.com,,List Import
10876046,Inactive Investor,Garret Collins,Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,garret.collins@jpmorgan.com,,Salesforce
11100833,Inactive Investor,Michael Herline,,"Avantax Investment Services, Inc. Bedford PA 126 E Pitt St",,,Salesforce
10814914,Inactive Investor,Todd Van Velsor,Financial Advisor,Edward Jones Galesburg IL 1980 National Blvd,todd.vanvelsor@edwardjones.com,,Salesforce
10984317,Inactive Investor,Roseann Estes,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",roseann.estes@schwab.com,,Salesforce
10819779,Inactive Investor,David Bernstein,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",dbernstein@tiaa.org,,Salesforce
10986635,Inactive Investor,Jennifer Czubak,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,,,Salesforce
9636619,,Porter Taylor,,,porter.iii@arschmeidler.com,,List import
10777831,Inactive Investor,Yancey Carter,Financial Advisor,"Wells Fargo Clearing Services, LLC Valdosta GA 3310 N Valdosta Rd",yf.carteriii@wellsfargoadvisors.com,,Salesforce
10803564,Inactive Investor,Victor Champney,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",victor.champney@tfaconnect.com,,Salesforce
11221061,,Ryan Winter,,,rwinter@wealthenhancement.com,,List Import
10696362,,Brandon Kremer,,"Heximer Investment Management, inc.",brandon@heximer.net,,List Import
233989,, -,,[[Unknown]],krorwick@caatpension.on.ca,,
10849177,Inactive Investor,Laurence Schnall,,"Cadaret, Grant & Co., Inc. East Syracuse NY 5015 Campuswood Dr",,,Salesforce
10771019,Inactive Investor,Michele Dimovski,Team Administrator,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,,,Salesforce
10914067,Inactive Investor,Lacy Phelps,Financial Advisor,Edward Jones Frenchtown NJ 7 Kingwood Ave,lacy.phelps@edwardjones.com,,Salesforce
10949998,Inactive Investor,Cole Mccool,,"Raymond James Financial Services, Inc. San Antonio TX 4456 Lockhill Selma Rd",cole.mccool@raymondjames.com,,Salesforce
10949759,Inactive Investor,Lawrence Kirchner,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,lawrencekirchner@statefarm.com,,Salesforce
232152,,Matt Rebmann -,,Matt Rebmann [[Unknown]],matt.rebmann@gmail.com,,
11178532,Inactive Investor,Timothy Byrnes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
6675292,,Dylan Alexander,,,diddybl52d93@gmail.com,,Web Form Fillout
10837105,Inactive Investor,Tam Vu,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",tam.vu@transamerica.com,,Salesforce
10936577,Inactive Investor,Carlos Corletto,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,carlos.corletto@primerica.com,,Salesforce
10965662,Inactive Investor,Andres Mirandalopez,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
10919963,Inactive Investor,Jacob Marten,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",,,Salesforce
9556118,,A Ahmed,,,rvmtaa7862003@yahoo.com,,List import
11200689,Inactive Investor,Karen Jorgensen,Office Manager;Regulatory Contact,Sanctuary Advisors,,,Salesforce
9591409,,Ingmar van Goethem,,,sam_palmisano@hotmail.com,,List import
10890604,Inactive Investor,Kristina Peach,Associate,Thrivent Investment Management Inc. Loveland CO 2956 Ginnala Dr,kristi.peach@thrivent.com,,Salesforce
10894695,Inactive Investor,Bradley Knutsen,,"FBL Marketing Services, LLC Preston IA 142 W Gillet St",bradley.knutsen@fbfs.com,,Salesforce
11014933,Inactive Investor,Christopher Foster,,PFS Investments Inc. Sacramento CA 1787 Tribute Rd,christopher.foster@primerica.com,,Salesforce
224017,,Richard Sterne,,Marron Capital,lcantor@marroncapital.com,,Webinar
11115009,Inactive Investor,Gilbert Gonsalves,,PFS Investments Inc. York PA 85 Old Church Ln,gilbert.gonsalves@primerica.com,,Salesforce
10764232,Inactive Investor,Jeffrey Bacon,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
11121154,Inactive Investor,Robert Hugli,Certified Portfolio Manager;Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,robert.hugli@morganstanley.com,,Salesforce
2530665,,Abhishek Kumar,,,abhishekk39592@gmail.com,,
11069435,Inactive Investor,Stephan Hess,,Commonwealth Financial Network Harrisonburg VA 380 E Market St,shess@commonwealth.com,,Salesforce
11231410,Inactive Investor,Andersen Crowder,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andersen_crowder@vanguard.com,,Salesforce
343363,,Ryan King,iA,CRS,ryan@crsolutions.ca,,Event
10613221,,Andrew Heilbronn,"Senior Financial Advisor, Senior Vice President",,andy_heilbronn@ml.com,,List Import
9632143,,Yvette Lochtemzelides,,,yvette.lochtemzelides@sc.com,,List import
10835567,Inactive Investor,Olufemi Ijandipe,,UBS Financial Services Inc.,,,Salesforce
10873644,Inactive Investor,Joseph Fine,Senior Registered Client Service Representative,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",joe.fine@raymondjames.com,,Salesforce
24429,,Edwin Fermin,Member,"Inca Investments, Llc",ef@incaco.com,305-722-4300,Manual List Upload
10938330,Inactive Investor,Gregory Giordano,,Goldman Sachs & Co.,,,Salesforce
10952492,Inactive Investor,Tiffany Myers-Peace,,J.P. Morgan Securities LLC Bensalem PA 1729 Street Rd,tiffany.myers-peace@jpmorgan.com,,Salesforce
10798450,Inactive Investor,Bernice Davis,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",,,Salesforce
10871008,Inactive Investor,Josefa Cortez,,LPL Financial LLC Corpus Christi TX 717 Everhart Rd,josefa.cortez@lpl.com,,Salesforce
11148064,Inactive Investor,David Wilson,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,david.wilson358@fmr.com,,Salesforce
9616715,,Ali Sheikh,,,alijsheikh@gmail.com,,List import
11192398,Inactive Investor,Charles Brady,Complex Risk Officer,Morgan Stanley Boston MA 28 State St,charles.brady@morganstanley.com,,Salesforce
72057,,David Martiez,petroleum engineer,elite d +c,davidmtz65@hotmail.com,,
11152785,Inactive Investor,Mark Forberg,,Cetera Advisors LLC Roscoe IL 5871 Elevator Rd,,,Salesforce
11228739,Inactive Investor,Djefferson Thomas,,J.P. Morgan Securities LLC New York NY 204 W 4th St,,,Salesforce
9540764,,John Zhang,,,john.zhang@sailfunds.com,,List Import
10754093,Inactive Investor,Donalyn Lotzer,Shareholder,"Lotzer & Co., Inc. Bayside WI 9240 N Sleepy Hollow Ln",,,Salesforce
10835484,Inactive Investor,Louis Jimenez,,Cabot Lodge Securities LLC Colorado Springs CO Private Residence,mike.jimenez@clsecurities.com,,Salesforce
10506117,,Jeffrey Churba,Managing Director,Putnam Investments,jchurba@yahoo.com,610-220-5304,List import
335363,,Jason Nardis,Alternative Investment Consultant,Family Management Corporation,jnardis@familymanage.com,212-872-9600,Manual List Upload
10930530,Inactive Investor,Maria Gregoriev,,Stonex Securities Inc. San Rafael CA 1579 Lincoln Ave,maria.gregoriev@saswealth.com,,Salesforce
3826042,,Neli Trosic,,,neli.trosic@gmail.com,,Web Form Fillout
11233229,Inactive Investor,Joseph Brendel,,J.P. Morgan Securities LLC Lexington KY 3368 Tates Creek Rd,joseph.brendel@jpmorgan.com,,Salesforce
11072624,Inactive Investor,Si Qin,,Morgan Stanley,,,Salesforce
10799272,Inactive Investor,Kevin Naef,Financial Advisor,Edward Jones Sun City AZ 9949 W Bell Rd,kevin.naef@edwardjones.com,,Salesforce
9621662,,John Petropoulos,,,tafluma@me.com,,List import
11008034,Inactive Investor,Kurt Carroll,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",kurt.carroll@nm.com,,Salesforce
9639286,,Nicholas Hall-risko,,,nhall-risko@gellerco.com,,List import
188004,,Jy Chea,,[Unknown],cloudjy5@gmail.com,,source
10917251,Inactive Investor,Steven Yamshon,Co-President;Managing Principal,Benefit Financial Services Group,steveny@bfsg.com,,Salesforce
10757124,Inactive Investor,Andrew Mercuri,Financial Advisor;First Vice President;Insurance Planning Director,Morgan Stanley New Brunswick NJ 120 Albany St,andrew.mercuri@morganstanley.com,,Salesforce
9634526,,Uwe Seefeldt,,,uwe.seefeldt@morihuston.ch,,List import
346106,,Melissa Johnson,"Principal, Tax",Southern Wealth Management Llp,melissa.johnson@southernwealth.com,972-661-4600,Manual List Upload
10771042,Inactive Investor,Brian Frey,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,brian.frey@ubs.com,,Salesforce
9616472,,Marcus Chow,,,marcus.chow3@hotmail.com,,List import
11022627,Inactive Investor,Alejandra Huerta,,J.P. Morgan Securities LLC Casa Grande AZ 2437 E Florence Blvd,alejandra.huerta@jpmorgan.com,,Salesforce
9614685,,Matt Beck Biggest Fan,,,mb143@me.co,,List import
11168672,Inactive Investor,Julie-Anne Lewis,,"Kestra Investment Services, LLC Warrenton VA 28 Blackwell Park Ln",,,Salesforce
11204292,Inactive Investor,Karen Vining,Financial Advisor;Partner,"Incompass Financial Partners, LLC",karen@incompassfp.com,,Salesforce
10769543,Inactive Investor,Jeffrey Roberts,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,,,Salesforce
9584687,,?? ?,,,kkhna866@gmail.com,,List import
10884342,Inactive Investor,Timothy Lawrence,Financial Advisor,Millennium Portfolio Advisors Englewood CO 6350 S Havana St,,,Salesforce
11076675,Inactive Investor,Anthony Zizzamia,,J.P. Morgan Securities LLC Syosset NY 220 Jericho Tpke,anthony.j.zizzamia@jpmorgan.com,,Salesforce
11157978,Inactive Investor,Robin Smith,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",robin_smith1@ml.com,,Salesforce
9622239,,lee jack,,,mhcs888@gmail.com,,List import
10780581,Inactive Investor,Eileen Stoner,Financial Advisor;Senior Vice President,Morgan Stanley Cornelius NC 17505 W Catawba Ave,eileen.stoner@morganstanley.com,,Salesforce
9559545,,Timothy Rodriguez,,,rexexp21@gmail.com,,List import
9571173,,Lucas O,,,lucasooi@gmail.com,,List import
244503,,Bill Boersma,OC Consulting Group,Life Insurance Consulting Expert,sabine@oc-lic.com,,Manual List Upload
11133452,Inactive Investor,Bryn Doyle,Investment Advisor Representative;Wealth Management Advisor,"MML Investors Services, LLC Stamford CT 225 High Ridge Rd",,,Salesforce
10925199,Inactive Investor,David Zahn,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11187537,Inactive Investor,Luke Vincer,,"Raymond James Financial Services, Inc. Independence OH 6000 Freedom Square Dr",luke.vincer@raymondjames.com,,Salesforce
11028175,Inactive Investor,Evan Hartman,,J.P. Morgan Securities LLC Charleston WV 707 Virginia St E,evan.hartman@jpmorgan.com,,Salesforce
11202030,Inactive Investor,Jeffrey Keister,Financial Advisor;Principal,JK PWA LLC Fort Myers FL 2256 First St,,,Salesforce
10788413,Inactive Investor,Daniel Winter,Director - Wealth Management,"Equitable Advisors, LLC Beloit WI 604 Pleasant St",daniel.winter@equitable.com,,Salesforce
1005191,Inactive Investor,Dave Sam,,TBD,xertechnology@gmail.com,07060484804,
10606386,,Frank Albano,"Portfolio Manager, Senior Financial Advisor","Wells Fargo Advisors Financial Network, LLC",falbano@wfafinet.com,631-773-5400,List Import
10851312,Inactive Investor,Keys Tinney,Manager;Managing Member;Managing Partner;Regulatory Contact,"Aveo Capital Partners, LLC",kt@aveocapital.com,,Salesforce
11174745,Inactive Investor,Eric Rickey,Financial Advisor,Edward Jones Mobile AL 9948 Airport Blvd,eric.rickey@edwardjones.com,,Salesforce
10959278,Inactive Investor,Eric Ferguson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,eric.ferguson@fmr.com,,Salesforce
10870081,Inactive Investor,Xuemei Du,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11211707,Inactive Investor,Yuriy Zabihaylo,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",yuriy.zabihaylo@prudential.com,,Salesforce
10914372,Inactive Investor,Shahrokh Minoui,,"Capital City Securities, LLC",cminoui@capitalcitypartners.com,,Salesforce
10914798,Inactive Investor,John Jarka,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11167861,Inactive Investor,Andreas Burdach,,Evercore Group L.L.C.,,,Salesforce
10980228,Inactive Investor,Linda Henderson,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",linda.henderson@gwrs.com,,Salesforce
10804893,Inactive Investor,Randy Lindrud,,"Northland Securities, Inc.",rlindrud@northlandsecurities.com,,Salesforce
11036249,Inactive Investor,Joshua Thalacker,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",josh.thalacker@nm.com,,Salesforce
9615708,,Wilson Forero,,,a380wf@gmail.com,,List import
9588541,,John Haight,,,john.haight1@hotmail.com,,List import
11174898,Inactive Investor,Andrew Dixon,,"Osaic Wealth, Inc.",,,Salesforce
11204664,Inactive Investor,Brian Pisacich,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",brian.pisacich@ml.com,,Salesforce
201455,,Ralph Smith,,[Unknown],ralphsmith80@gmail.com,,Other
249036,,Abdulai Aidoo,"VP, Finance & Administration","Good Plus Foundation, Inc.",aidoo@goodplusfoundation.org,,Manual List Upload
248523,,BJ Ogunleye,Director,Abl solutions inc,ablsolutionsincorp@gmail.com,,Manual List Upload
10979523,Inactive Investor,William Maurer,,Santander Securities LLC Kingston MA 157 Summer St,,,Salesforce
244011,,Matt Victorine,"Vice President, Senior Relationship Mgr",Fidelity Investments,matt.victorine@fmr.com,18174749968,Manual List Upload
11133344,Inactive Investor,Lauren Fiori,Financial Advisor Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,lauren.fiori@morganstanley.com,,Salesforce
9888861,,fugger bvhdgybrf,,,hgu@gmail.com,,Web Form Fillout
11108995,Inactive Investor,Kevin Tarnovski,Chief Compliance Officer,"New Horizon Financial Strategies, LLC",kevin@strebelcpa.com,,Salesforce
11234824,Inactive Investor,Gregory King,Vice President;Wealth Advisor,Johnson Wealth Inc.,gking@johnsonfinancialgroup.com,,Salesforce
11195814,Inactive Investor,Jeffrey Caufield,Financial Advisor,LPL Financial LLC Louisville KY 2950 Breckenridge Ln,jeff.caufield@lpl.com,,Salesforce
11047573,Inactive Investor,Sean Flanigan,Branch Manager;Vice President,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",sean.flanigan@ampf.com,,Salesforce
11223177,,Brian Aukes,,,baukes@brokersifs.com,,List import
10803574,Inactive Investor,Raymond Cooper,Financial Advisor;Senior Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,raymond.cooper@morganstanley.com,,Salesforce
10904027,Inactive Investor,Andrew Amstrup,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
10859769,Inactive Investor,Vincent Batyr,Financial Professional,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,vbatyr@gwnsecurities.com,,Salesforce
11050526,Inactive Investor,Jacob Brandt,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,,,Salesforce
9551816,,Richard Ross,,,rossr@hdvest.net,,List import
10486782,,John Shirey,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated",john.shirey@stifel.com,,List Import
10950700,Inactive Investor,Hongfang Zhang,,NI Advisors Basking Ridge NJ Private Residence,farrah.zhang@niadvisorsinc.com,,Salesforce
10849773,Inactive Investor,Walter Munoz,Financial Advisor,LPL Financial LLC South Amboy NJ Private Residence,walter.munoz@lpl.com,,Salesforce
11121146,Inactive Investor,Leonard Hieronymus,,Interactive Brokers LLC Chicago IL 209 S La Salle St,lhieronymus@interactivebrokers.com,,Salesforce
10968009,Inactive Investor,Chanti Faulkner,,PFS Investments Inc. Charlotte NC 9700 Research Dr,cfaulkner@primerica.com,,Salesforce
10953649,Inactive Investor,Cameron Hopkins-Harrington,,Citigroup Global Markets Inc.,,,Salesforce
10948065,Inactive Investor,Stephen Carella,Registered Administrative Assistant,LPL Financial LLC Southington CT 360 N Main St,stephen.carella@lpl.com,,Salesforce
11139004,Inactive Investor,Andrew Graham,Senior Financial Advisor,LPL Financial LLC Austin TX 13620 620 N,andrew.graham@lpl.com,,Salesforce
10875097,Inactive Investor,Parker Sheffield,Financial Advisor,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",parker.sheffield@raymondjames.com,,Salesforce
11055244,Inactive Investor,David Locker,,"Herold & Lantern Investments, Inc. New York NY 845 3rd Ave",dlocker@heroldlantern.com,,Salesforce
11234959,Inactive Investor,Karen Maurer,Partner;Senior Wealth Advisor,Krilogy,kmaurer@krilogy.com,,Salesforce
11007249,Inactive Investor,Lisa Callahan,,PFS Investments Inc. Miami FL 9360 SW 72nd St,lcallahan@primerica.com,,Salesforce
9574430,,Mark Ament,,,mark.ament@pnc.com,,List import
11145092,Inactive Investor,Matthew Maley,,Morgan Stanley,,,Salesforce
11101171,Inactive Investor,Joshua Soucy,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,joshua.soucy@fidelity.com,,Salesforce
11236723,Inactive Investor,Lori O'Connor,Director - Investments,"NorthRock Partners, LLC",lori@northrockpartners.com,,Salesforce
11221690,,Patrick Maloney,,,pmaloney@ellington.com,,List Import
9570416,,Jay McDonald,,,jmcdonald@tdcmllc.com,,List import
10883329,Inactive Investor,Christopher Hopkins,Social Media Analyst,"Wells Fargo Clearing Services, LLC New York NY 1755 Broadway",,,Salesforce
10893434,Inactive Investor,Kevin Lammers,,"Horace Mann Investors, Inc. Newark DE 226 W Park Pl",,,Salesforce
9593152,,Frank Fedele,,,f3de@aol.com,,List import
11165201,Inactive Investor,Sean Hurley,Financial Advisor;Financial Consultant,LPL Financial LLC Pikeville KY 346 N Mayo Trl,sean.hurley@lpl.com,,Salesforce
9577762,,Affandy Bin Abdul Rahim,,,affenrahim66@gmail.com,,List import
9546002,,Tomohiko Yoshida,,,tomoyosh@sbigroup.co.jp,,List import
10976764,Inactive Investor,Tatym Lillquist,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",tatym.lillquist@nm.com,,Salesforce
10955582,Inactive Investor,Eugene Bozzo,Investment Advisor,LPL Financial LLC Iselin NJ 485 US Hwy 1 S,gene.bozzo@lpl.com,,Salesforce
11125012,Inactive Investor,Harris Machus,Financial Advisor,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 77 Kercheval Ave",eric.machus@wellsfargoadvisors.com,,Salesforce
10874214,Inactive Investor,Zachariah Heritage,,LPL Financial LLC Nescopeck PA 438 W 3rd St,zach.heritage@lpl.com,,Salesforce
10828586,Inactive Investor,Michael Rinaldi,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",mrinaldi@ml.com,,Salesforce
10820671,Inactive Investor,Russell Ballew,,"Raymond James Financial Services, Inc. San Ramon CA 6101 Bollinger Canyon Rd",russell.ballew@raymondjames.com,,Salesforce
11234470,Inactive Investor,Matthew Paquin,Client Service Associate,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11137800,Inactive Investor,Noah Simpson,,J.P. Morgan Securities LLC New York NY 1860 Broadway,,,Salesforce
10755877,Inactive Investor,Jeffrey Swartz,Complex Manager,Morgan Stanley Boston MA 28 State St,jeff.swartz@morganstanley.com,,Salesforce
11121004,Inactive Investor,Hui Chen,,Citigroup Global Markets Inc.,,,Salesforce
11236945,Inactive Investor,Brian Swim,Chief Compliance Officer,"Lincoln Capital, LLC",brian@thelincolncapitalgroup.com,,Salesforce
10944089,Inactive Investor,Hope Jordan,Associate,Edward Jones Center TX 832 Hurst St,hope.jordan@edwardjones.com,,Salesforce
9639739,,Gregory Blackburn,,,gblackburn@nmlneil.com,,List import
10785298,Inactive Investor,Elizabeth Rohrman,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,elizabeth.rohrman@fidelity.com,,Salesforce
9564787,,Eric Henderson,,,ehenderson@easthorizoninvestments.com,,List import
207251,,Patricia Mathos,,National Philanthropic Trust,pmatos@nptrust.org,,
9565498,,jeong woo park,,,wlsdnr8855@gmail.com,,List import
10871482,Inactive Investor,Alberto Guajardo,Investment Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10974991,Inactive Investor,Joseph Scaccia,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,jescaccia@ft.newyorklife.com,,Salesforce
349256,,George Smith,Managing Partner,"L & B Realty Advisors, Llp",gsmith@lbrealty.com,214-989-0800,Manual List Upload
10936416,Inactive Investor,Brian Marlar,Financial Planner,Momentum Independent Network Inc. Big Spring TX 1801 E FM 700,bmarlar@hilltopnetwork.com,,Salesforce
11198184,Inactive Investor,Gary Gallagher,Financial Advisor,"Certior Financial Group, LLC",gary@certiorfinancial.com,,Salesforce
10930010,Inactive Investor,Hubert Redden,Financial Advisor,"MML Investors Services, LLC Dickson TN 110 Mathis Dr",,,Salesforce
10780203,Inactive Investor,Jeffrey Ritchie,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10755740,Inactive Investor,Branden Kurgan,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 121 Outerbelt St",branden.c.kurgan@ampf.com,,Salesforce
11129019,Inactive Investor,Shandara Smith,,"Manning & Napier Investor Services, Inc.",ssmith@manning-napier.com,,Salesforce
10914659,Inactive Investor,Luisa Gutierrez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Murfreesboro TN 120 E Main St",luisa.gutierrez@ml.com,,Salesforce
11088647,Inactive Investor,Wayne Schuman,,"American Portfolios Financial Services, Inc. Bloomington IN 205 N College Ave",wschuman@americanportfolios.com,,Salesforce
368135,,Anthony Contreras,CFO,,anthony.contreras@gmail.com,,Webinar
10944965,Inactive Investor,Gene Baker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11238688,Inactive Investor,Heather Pals,,Dri Capital Inc.,hp@dricapital.com,,Salesforce
11092015,Inactive Investor,Maja Stojanovic,,"Osaic Wealth, Inc. Wakefield MA 301 Edgewater Pl",,,Salesforce
10859214,Inactive Investor,Taylor Marino,Financial Advisor;Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",taylor.marino@rbc.com,,Salesforce
9586552,,Wibi Utomo,,,wibi@od-indonesia.com,,List import
10859451,Inactive Investor,Shawn White,Investment Advisor Representative,LPL Financial LLC Henrico VA 9603 Gayton Rd,s.white@lpl.com,,Salesforce
11203619,Inactive Investor,Caroline Kirsch,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,caroline.kirsch@fmr.com,,Salesforce
11010428,Inactive Investor,Guofang Li,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,guofang.li@leerink.com,,Salesforce
10941736,Inactive Investor,David Faulk,,"Empower Financial Services, Inc Tucson AZ Private Residence",david.faulk@empower.com,,Salesforce
11229113,Inactive Investor,Lu Li,,Goldman Sachs & Co.,,,Salesforce
11044503,Inactive Investor,Kenneth Serrio,,J.P. Morgan Securities LLC Henderson NV 2880 Bicentennial Pkwy,kenneth.a.serrio@jpmorgan.com,,Salesforce
10859342,Inactive Investor,David Doyle,Chief Compliance Officer;Chief Investment Officer,"Coastal Capital Management, LLC",,,Salesforce
11205414,Inactive Investor,Ana Backa,Registered Client Associate,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",ana.backa@wellsfargo.com,,Salesforce
10900704,Inactive Investor,Elsa Cazares,Chief Compliance Officer;Operations Manager;Regulatory Contact,"Outlook Wealth Advisors, LLC",elsac@outlookwealth.com,,Salesforce
10849219,Inactive Investor,Richard Morris,,"Osaic Wealth, Inc. Lincoln NE 5955 S 56th St",rich.morris@osaicwealth.com,,Salesforce
10816318,Inactive Investor,Jeffrey Von Colln,Chief Compliance Officer;President,Von Colln Financial Group Ogden UT 204 25th St,,,Salesforce
9580615,,Carlos Ungo,,,cungo63@gmail.com,,List import
9608773,,Chris Meyers,,,meyers.c.w@gmail.com,,List import
11011218,Inactive Investor,Jeffrey Kamien,,"LaSalle St Securities, L.L.C. East Aurora NY 634 Main St",jkamien@lasallest.com,,Salesforce
11143196,Inactive Investor,Robert Laughlin,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,robert.laughlin@citigroup.com,,Salesforce
10895300,Inactive Investor,Bryan Blutstein,Financial Planner,"Pruco Securities, LLC. Matawan NJ 347I Matawan Rd",bryan.blutstein@prudential.com,,Salesforce
11013757,Inactive Investor,Jeffrey Jackson,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10909590,Inactive Investor,Robert Kim,Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,robert.kim@jpmorgan.com,,Salesforce
10832595,Inactive Investor,Thomas Ouimette,Financial Advisor;Wealth Advisor,Cross Financial Advisors,,,Salesforce
10978872,Inactive Investor,Chelsea Luttrell,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,,,Salesforce
10961848,Inactive Investor,Etan Kaziyev,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10937658,Inactive Investor,Trisha Newberry,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
218413,,Isaac Basher,,[Unknown],ibashcorp@gmail.com,,Direct
11204049,Inactive Investor,Matthew Cassano,Managing Director,"Socius Family Office, LLC",mcassano@socius.com,,Salesforce
10823959,Inactive Investor,Vincent Rendina,,Morgan Stanley Chicago IL 10 S Riverside Plz,vincent.rendina@morganstanley.com,,Salesforce
9642533,,Rosemary Burr,,,infohermetica@gmail.com,,List import
225697,, -,,[[Unknown]],jaeyeon.kim.spk@gmail.com,,Initial Salesforce Import
10789036,Inactive Investor,Lisa Mantei,,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",lmantei@cfiemail.com,,Salesforce
10940622,Inactive Investor,Brian Bender,,"Principal Securities, Inc.",bender.brian@principal.com,,Salesforce
11120161,Inactive Investor,Eric Barrios,Senior Wealth Advisor,Citigroup Global Markets Inc. New York NY 411 5th Ave,,,Salesforce
9554213,,Daniel Leo,,,daniel.leo@lfg.com,,List import
11110899,Inactive Investor,Gary Tsujimoto,Investment Advisor Representative;Managing Partner,Interactive Financial Advisors Salt Lake City UT 1414 E 4500 S,garyt@swcares.com,,Salesforce
11208393,Inactive Investor,Lisa Rash,Registered Client Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",lisa.rash@rbc.com,,Salesforce
10613823,,Alexander Hewit,"Financial Advisor, Senior Vice President - Wealth Management",,alexander.hewit@ubs.com,,List Import
10944169,Inactive Investor,James Halsch,Financial Advisor,LPL Financial LLC Greensboro NC 7 Corporate Center Ct,james.halsch@lpl.com,,Salesforce
11058191,Inactive Investor,Lemuel Limardo,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,lemuel.limardo@primerica.com,,Salesforce
10811560,Inactive Investor,Nelson Ball,,Commonwealth Financial Network Westborough MA 3 Oak St,nball@commonwealth.com,,Salesforce
11013577,Inactive Investor,Claire Maziarczyk,,PFS Investments Inc. Clifton Park NY 258 Ushers Rd,,,Salesforce
10909427,Inactive Investor,Porscha Savage,Chief Compliance Officer,"SevenBridge Financial Group, LLC",psavage@sevenbridgefinancial.com,,Salesforce
11197244,Inactive Investor,Kimberly Sakakeeny,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",,,Salesforce
201195,,Joseph Lussier,Wealth Manager,Creative Planning,lussier@thinkingbeyond.com,,
11098657,Inactive Investor,Henry Willenbrock,Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,tad.willenbrock@ubs.com,,Salesforce
9569619,,christian wignall,,,christian.wignall@gmail.com,,List import
11090184,Inactive Investor,Robert Jetmundsen,Chairman;Chief Compliance Officer;Managing Member,"Worthscape, LLC",rjetmundsen@worthscape.com,,Salesforce
21624,,Gordon Pan,Investment Committee Member,"Baird Principal Group Management Company I, Llc",gpan@rwbaird.com,1-312-609-5498,Manual List Upload
10606138,,Mark Andraos,Associate Portfolio Manager,Regency Wealth Management,mandraos@regencywealth.com,201-447-5850,List Import
11260176,Inactive Investor,Valentina Sulaj,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",valentina.sulaj@nm.com,,Salesforce
9644868,,Erwin Masinsin,,,erwin@masinsin.com,,List import
11217656,,Carisa Oppermann,,,coppermann@rwbaird.com,,List Import
6044858,,Matthew Golden,,,mgolden@neugroup.com,,Web form fillout
212009,,Megan Rodden,,[Unknown],megan.rodden@chi.frb.org,,Event
10943876,Inactive Investor,Mark Johnson,,LifeMark Securities Corp.,,,Salesforce
11197895,Inactive Investor,Frank Crinella,,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",frank.crinella@nm.com,,Salesforce
11174036,Inactive Investor,Alan Whitman,Financial Advisor;International Client Advisor;Managing Director - Wealth Management,Morgan Stanley Pasadena CA 55 S Lake Ave,alan.whitman@morganstanley.com,,Salesforce
10976281,Inactive Investor,Ashley Schuster,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",ashley.schuster@truist.com,,Salesforce
10790814,Inactive Investor,Maria Laluz,,PFS Investments Inc. Chicago IL 1856 N Leclaire Ave,maria.laluz@primerica.com,,Salesforce
9623613,,Horton Edward,,,edwardkhorton@jourrapide.com,,List import
11234963,Inactive Investor,John Hale,Financial Advisor,Worth Asset Management Waxahachie TX 417 W Main St,jhale@worthassetmgmt.com,,Salesforce
9623326,,Jerome Blank,,,jeromeblank@gmail.com,,List import
10952429,Inactive Investor,Giovanni Jurado,Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,giovanni.jurado@morganstanley.com,,Salesforce
238668,,jayarichardson@outlook.com Richardson,,[Unknown],jayarichardson@outlook.com,,Direct
11117065,Inactive Investor,Harry Liederbach,,State Farm VP Management Corp.,harry.liederbach.h3s9@statefarm.com,,Salesforce
70832,,Frank Cooper,"Managing Member, CEO, Manager","Grand Central Investment Group, Llc",frank@grandcentralgroup.com,813-251-4200,Manual List Upload
10914517,Inactive Investor,Erin Nelson,Financial Advisor,Edward Jones Saint Louis MO 7930 Big Bend Blvd,erin.e.nelson@edwardjones.com,,Salesforce
11165378,Inactive Investor,Renard Hill,,PFS Investments Inc. Flowood MS 1084 Flynt Dr,renardhill@primerica.com,,Salesforce
371494,,Jude Lee,,IIInigence,jude@iiinigence.com,6613476505,Salesforce
10821877,Inactive Investor,Kathleen Byron,Regional Compliance Officer;Vice President,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,kathleen.byron@jpmorgan.com,,Salesforce
340544,,Phillipe Petit,Director,Pictet Asset Management (singapore) Pte Ltd,ppetit@pictet.com, -62393,Manual List Upload
349699,,James Allen,Fund CFO,"Starwood Capital Group Management, L.l.c.",jallen@starwood.com,305-695-5500,Manual List Upload
10826758,Inactive Investor,Charles Reddell,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Fort Worth TX 201 Main St,pat.reddell@morganstanley.com,,Salesforce
11083084,Inactive Investor,Giuliana Hirshson,Financial Advisor,PNC Investments Fort Lauderdale FL 200 E Broward Blvd,giuliana.hirshson@pnc.com,,Salesforce
11178380,Inactive Investor,Alastair Wright,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,alastair.wright@chase.com,,Salesforce
10976781,Inactive Investor,Jorge Gonzalez,Private Client Advisor,J.P. Morgan Securities LLC College Point NY 13201 14th Ave,jorge.l.gonzalez@jpmorgan.com,,Salesforce
11135197,Inactive Investor,Scott Hartshorn,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Scranton PA 111 N Washington Ave,scott.hartshorn@morganstanley.com,,Salesforce
11211368,Inactive Investor,Diane Desee,,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",ddesee@tiaa.org,,Salesforce
234164,, -,,[[Unknown]],buckeyet01@gmail.com,,Organic Search
11115245,Inactive Investor,John Campolito,,State Farm VP Management Corp. Warren OH 2242 E Market St,john.campolito.le08@statefarm.com,,Salesforce
10509860,,Aaron Kehoe,Managing Director,MCAP LLC,aaron.kehoe@mcapmarkets.com,,List Import
11088767,Inactive Investor,Ella Mchugh,,Neuberger Berman BD LLC,ella.mchugh@nb.com,,Salesforce
10966010,Inactive Investor,Seth Wheeler,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",seth.wheeler@nm.com,,Salesforce
244985,,Robert McGroarty,Sales Director,RedBlack,robert.mcgroarty@redblacksoftware.com,16174076621,Manual List Upload
344244,,Wilburn Powell,,[Unknown],wilburn1@hughes.net,,
10768106,Inactive Investor,Christopher Stala,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",christopher.stala@ml.com,,Salesforce
9540446,,Desi Dunker,,,dduncker@gbcapitalmarkets.io,,List Import
10858155,Inactive Investor,Andrew Copulsky,Senior Supervisory Principal,LPL Financial LLC Houston TX Private Residence,andrew.copulsky@lpl.com,,Salesforce
11219206,,Daniel Griffey,,,daniel.griffey@lpl.com,,Other
9591514,,M Cone,,,applebgone@hotmail.com,,List import
9634869,,Kim Spencer,,,kim@nallssherbakoff.com,,List import
10656776,,Jennifer Ebert,,,jennifer.ebert@morganstanley.com,,List Import
10975071,Inactive Investor,Felix Wade,,"American Fidelity Securities, Inc.",,,Salesforce
10998384,Inactive Investor,Dylan Barrera,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dylan_barrera@vanguard.com,,Salesforce
11149623,Inactive Investor,Nicholas Harman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10924644,Inactive Investor,Adrian Williams,,NYLIFE Securities LLC Miami FL 5251 SW 64th Ave,awilliams8@ft.newyorklife.com,,Salesforce
10558573,,Vlad Chernenko,,,hello@klyntar.org,,Web Form Fillout
10993536,Inactive Investor,Nicholas Clemence,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",nicholas.clemence@prudential.com,,Salesforce
11167708,Inactive Investor,Melonie Kaiser,Financial Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,melonie.kaiser@morganstanley.com,,Salesforce
10936965,Inactive Investor,Thomas Stapp,Financial Planner;Member,"Stapp Wealth Management, PLLC",tstapp@stappfinancial.com,,Salesforce
10943650,Inactive Investor,Krista Bergman,,Purshe Kaplan Sterling Investments Lake Elmo MN 8665 Hudson Blvd N,kbergman@pksinvest.com,,Salesforce
9615362,,Glen deWolf,,,glendewolf@hotmail.com,,List import
9609643,,Mustafa Syed,,,mustafa.a.syed84@gmail.com,,List import
11006266,Inactive Investor,Iman Howard,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9598770,,Shilo Lockett,,,shilol@comprehensivewealth.com,,List import
9612136,,Daniel Phillips,,,daniel.phillips@ntrs.com,,List import
177033,,Keith Edwards,"Head of Asset Management, Liquid Investments",[Unknown],k.edwards@sanabil.sa, +966 112 508 015,Database Upload
10757332,Inactive Investor,Deborah Key,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",deborah.key@wellsfargoadvisors.com,,Salesforce
10798343,Inactive Investor,Alvin Lam,,J.P. Morgan Securities LLC,alvin.n.lam@jpmorgan.com,,Salesforce
10814846,Inactive Investor,Kirsten Tate,Financial Advisor;Vice President,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",kirsten.tate@rbc.com,,Salesforce
9561935,,Fernando Corona,,,fernandocorona@uqbarcapital.com,,List import
10925455,Inactive Investor,Tram Tran,,"Wells Fargo Clearing Services, LLC San Jose CA 2528 Berryessa Rd",tram.tran@wellsfargo.com,,Salesforce
10617736,,Michael Nothman,,,michael.nothman@wellsfargoadvisors.com,,List Import
10968409,Inactive Investor,Cody Moody,,"Ameriprise Financial Services, LLC Wichita Falls TX 2629 Plaza Pkwy",cody.moody@ampf.com,,Salesforce
11160325,Inactive Investor,Louis Fahrbach,,NYLIFE Securities LLC Maumee OH 1683 Woodlands Dr,lfahrbach@ft.newyorklife.com,,Salesforce
11199945,Inactive Investor,Kerrie Stokes,Client Relationship Associate,Morgan Stanley Philadelphia PA 1650 Market St,kerrie.stokes@morganstanley.com,,Salesforce
10768876,Inactive Investor,Kevin Healy,,Goldman Sachs & Co.,kevin.healy@gs.com,,Salesforce
9551839,,Daniel Weyer,,,dfweyer@gmail.com,,List import
11009415,Inactive Investor,Charles Berrouet,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10964801,Inactive Investor,Michael Hartman,Chief Compliance Officer;Founder;President,McDonald Hartman Wealth Advisors,michael@mhwealthadvisors.com,,Salesforce
11077099,Inactive Investor,Stephen Platt,,"Raymond James & Associates, Inc.",steve.platt@raymondjames.com,,Salesforce
9549120,,Luis Ariel Gimenez,,,arielgim_1@yahoo.com.ar,,List import
10762390,Inactive Investor,Leigh Holbrook,Institutional Consulting Associate;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,leigh.holbrook@morganstanley.com,,Salesforce
11086959,Inactive Investor,John Dragotta,Chief Compliance Officer;Chief Executive Officer;Investment Advisor,Sovereign Global Advisors LLC,,,Salesforce
10919906,Inactive Investor,Anton Koach,,"Osaic Wealth, Inc. Dekalb IL Private Residence",,,Salesforce
10900823,Inactive Investor,Denise Ibsen,,"Farmers Financial Solutions, LLC Woodland CA 414 4th St",dibsen@farmersagent.com,,Salesforce
9565419,,Farrawh Charles,,,fafucharles@hotmail.com,,List import
11116845,Inactive Investor,Samuel Jones,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
10839870,Inactive Investor,Patrick Mullaney,Regional Vice President,PFS Investments Inc. Allentown PA 7310 Tilghman St,patrick.mullaney@primerica.com,,Salesforce
10857508,Inactive Investor,Wayne Daugherty,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Austin TX 7000 N Mo Pac Expy,wayne.daugherty@hilltopsecurities.com,,Salesforce
10475753,,Xumin He,,,lynn.x.he@gmail.com,,Web Form Fillout
9624892,,Kam Kit Cheung,,,cheungkamkit@gmail.com,,List import
10933841,Inactive Investor,Matthew Greiner,,IP Financial Advisory Services LLC Reno NV 10399 Double R Blvd,mgreiner@innovationpartnersllc.com,,Salesforce
9604209,,Sujan Magar,,,sujanmgr1000933210@gmail.com,,List import
9616326,,Mintao Ye,,,ye.mintao@gmail.com,,List import
11209296,Inactive Investor,Susanne Godau,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
344329,,Dana Schwarzwalter,"EA, VP Corporate Development",TriNet,dana.schwarzwalter@trinet.com,,Event
11182755,Inactive Investor,Cameron Jameson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10786831,Inactive Investor,Ronald Elia,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ronald.elia@fidelity.com,,Salesforce
11223923,,[Unknown],,,joseph.cohen@ubs.com,,List Import
10929184,Inactive Investor,Daniel Goodwin,,"Avantax Investment Services, Inc. Fredericksburg VA 180 Chatham Heights Rd",,,Salesforce
9579602,,Matt Frese,,,mfrese@medlearninggroup.com,,List import
11115883,Inactive Investor,Ivan Gefen,,Newbridge Securities Corporation Boca Raton FL 2500 N Military Trl,igefen@newbridgesecurities.com,,Salesforce
238749,,ersidoran@gmail.com Sidoran,,[Unknown],ersidoran@gmail.com,,Paid Search
11091786,Inactive Investor,Terry Struzyk,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",terry.struzyk@prudential.com,,Salesforce
9542875,,Briggs Matsko,,,briggs.matsko@lfg.com,,List import
202203,,Thomas Hanrahan,,United States,tphanr@gmail.com,,
10974404,Inactive Investor,Michael McCall,,"Allstate Financial Services, LLC Virginia Beach VA 3101 Virginia Beach Blvd",michaelmccall@allstate.com,,Salesforce
11145975,Inactive Investor,Ryan Coffey,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
10814464,Inactive Investor,Robert Rotstan,Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",robert.rotstan@wfafinet.com,,Salesforce
10619730,,Martin Buehler,,,mbuehler@vestorcapital.com,,List Import
10857744,Inactive Investor,Brady Bellue,,"CreativeOne Securities, LLC Green Bay WI 716 Pine St",bbellue@c1s.net,,Salesforce
10958686,Inactive Investor,Tyler Neary,Financial Services Professional,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",tyler.neary@schwab.com,,Salesforce
10998498,Inactive Investor,Vincent Calcagno,Financial Consultant,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",vincent.calcagno@equitable.com,,Salesforce
10837150,Inactive Investor,Mark Henestofel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,mark.henestofel@ubs.com,,Salesforce
10985873,Inactive Investor,Uzma Afzal,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11151618,Inactive Investor,Joseph Turfa,Investment Advisor;Wealth Advisor,LPL Financial LLC Sonoma CA Private Residence,jturfa@cusonet.com,,Salesforce
10779424,Inactive Investor,Michael Amico,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,michael.amico@ubs.com,,Salesforce
11141441,Inactive Investor,Andre Quesnel Vergara,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11117401,Inactive Investor,Mariann Cheung-Lee,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,mariann.cheunglee@ubs.com,,Salesforce
10981981,Inactive Investor,Eric Harbert,Partner;Wealth Advisor,Corient Charlotte NC 4201 Congress St,,,Salesforce
11099169,Inactive Investor,Daniel Peterson,Limited Partner,"Alamo Advisors, LP",danp@alamoadvisors.com,,Salesforce
10863690,Inactive Investor,Peter Heilbron,Chief Compliance Officer;Founder;Managing Member;President,Trace Wealth Advisors,peter@tracewealthadvisors.com,,Salesforce
10981727,Inactive Investor,Logan Howell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11094921,Inactive Investor,Brian Presti,Chief Investment Officer,TFC Financial Management Inc,bpresti@tfcfinancial.com,,Salesforce
11092291,Inactive Investor,Shane Boyd,Financial Advisor,Edward Jones Cassville MO 802 West St,shane.boyd@edwardjones.com,,Salesforce
123578,,Gregory Friedman,Chairman Of The Board & Managing Director,"Greycourt & Co., Inc.",gfriedman@greycourt.com,415-526-2900,Manual List Upload
210099,,Michael Caruso,,[Unknown],mjcaruso55@gmail.com,,
9586376,,Robert Rohn,,,rrohn@sgadvisers.com,,List import
9570670,,Jaimin Rangwalla,,,jrangwalla@coatue.com,,List import
10863750,Inactive Investor,John Whitley,,"Avantax Investment Services, Inc. Mooresville NC Private Residence",,,Salesforce
10757421,Inactive Investor,Cornelius McPeak,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Linwood NJ 201 Shore Rd",neil.mcpeak@wellsfargoadvisors.com,,Salesforce
214288,,Jonathan Wiley,"Vice President, Head of Investments",Arch Global Advisors,jwiley@archga.com,212-671-2948,
11197440,Inactive Investor,Michael Farris,,MWA Financial Services Inc. Spring TX 2415 Rosillos Peak Dr,michael.r.farris@mwarep.org,,Salesforce
11194639,Inactive Investor,Dan Wang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",dan.wang@transamerica.com,,Salesforce
10967311,Inactive Investor,Darrin Johnson,,"FBL Marketing Services, LLC Center ND 106 Main St",darrin.johnson@fbfs.com,,Salesforce
10839507,Inactive Investor,Anthony Melsi,,"Northwestern Mutual Investment Services, LLC Medford NJ 1 N Main St",anthony.melsi@nm.com,,Salesforce
10879675,Inactive Investor,Trevor Watson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,trevor.watson@fidelity.com,,Salesforce
9590521,,Matthew Roche,,,mroche@questpartnersllc.com,,List import
11125831,Inactive Investor,Casey Clayborn,,"FBL Marketing Services, LLC Pauls Valley OK 1212 S Chickasaw St",,,Salesforce
227247,, -,,[[Unknown]],sosa9348@naver.com,,
10980887,Inactive Investor,Adam Kennedy,Account Executive;Team Leader,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9624145,,HYUNSICK CHOI,,,choikech@naver.com,,List import
11089794,Inactive Investor,Julia Bourlakov,Financial Advisor,Western Wealth Management LLC Denver CO 10600 W Alameda Ave,,,Salesforce
9608691,,Eyad Alsabbagh,,,eddiesabbagh@gmail.com,,List import
10758325,Inactive Investor,Vincent Tosco,Financial Advisor,"Hornor, Townsend & Kent, LLC Greensboro NC 3816 N Elm St",vtosco@htk.com,,Salesforce
9633399,,Jon Jerry Colyer,,,mcolyer@dcgfoundry.com,,List import
10908445,Inactive Investor,Kasey Reed,Financial Advisor,"Ausdal Financial Partners, Inc. Orland Park IL 14620 John Humphrey Dr",kaseyreed@afpadvisor.com,,Salesforce
93101,,Italo Mottini,,Sig.,italo.mottini@hotmail.it,3.93929E+11,
10484939,,James Rice,"Chief Operating Officer, Vice President","Brokaw Rice Investment Advisors, Incorporated",jim@brokawrice.com,,List Import
10980515,Inactive Investor,Bennie Hargrove,Senior Sales Associate,Lincoln Investment Marlton NJ 10000 Sagemore Dr,bhargrove@lincolninvestment.com,,Salesforce
10939786,Inactive Investor,Charles Mueller,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10943094,Inactive Investor,Jay Ingrum,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,jay.ingrum@primerica.com,,Salesforce
10985954,Inactive Investor,Ellen Harris,Investment Analyst,Johnson Wealth Inc.,eharris@johnsonfinancialgroup.com,,Salesforce
10771188,Inactive Investor,James Handy,,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",handy_james@nlvmail.com,,Salesforce
7870977,,Doug Baldwin,,,egolfsolutions@gmail.com,,Web Form Fillout
205041,,Assaf Romm,,Private person,assaf@romm.co.il,505429910,Organic Search
9605806,,Kim Fleming,,,kim.fleming@hefren.com,,List import
11218523,,Timothy Schlegel,,,timothy.schlegel@ml.com,,List Import
11220145,,Keith Klein,,,keith@cainwatters.com,,Other
11058119,Inactive Investor,Jackson Gutierrez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11053337,Inactive Investor,Suresh Sallan,Financial Advisor,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",suresh.x.sallan@ampf.com,,Salesforce
10972257,Inactive Investor,Ryan Rogneby,Portfolio Implementation Analyst;Senior Financial Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10831387,Inactive Investor,Mitchell Halperin,Financial Advisor,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",mitchell.halperin@rbc.com,,Salesforce
10922226,Inactive Investor,Marco Rimassa,Founder;Investment Advisor;President;Principal,CFE Financial,,,Salesforce
10965796,Inactive Investor,Divya Chhibba,Chief Compliance Officer;Chief Executive Officer;Managing Member,Finpower,,,Salesforce
10661666,,Lisa Reichenbach,,,lreichenbach@equityinternational.com,,List Import
11143345,Inactive Investor,James Spangler,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",james.a.spangler@ml.com,,Salesforce
9646106,,Sameer Dubey,,,sameer.dubey@bitstamp.net,,List import
10794945,Inactive Investor,Michael Rinaldo,Financial Advisor,"Ameriprise Financial Services, LLC Florham Park NJ 25A Hanover Rd",michaelprinaldo@ampf.com,,Salesforce
10762772,Inactive Investor,John Badwick,Managing Director;Senior Institutional Consultant;Wealth Advisor,Morgan Stanley Reno NV 5390 Kietzke Ln,john.c.badwick@morganstanley.com,,Salesforce
10800936,Inactive Investor,Alexandre Ulvert,Financial Advisor,UBS Financial Services Inc. Miami FL 550 Biltmore Way,alexandre.ulvert@ubs.com,,Salesforce
9559030,,George Greco,,,george.greco@marinerwealthadvisors.com,,List import
9594647,,Samuel McDonald,,,smcdonald19@gmail.com,,List import
10759747,Inactive Investor,Amy Temple,Team Administrator,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,amy.l.temple@ubs.com,,Salesforce
11147661,Inactive Investor,Troy Van Rie,Financial Advisor,"Smith, Moore & Co. Kirksville MO 1527 N New St",tvanrie@smithmoore.com,,Salesforce
10792557,Inactive Investor,Donna Mackay,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,donna.mackay@morganstanley.com,,Salesforce
10918268,Inactive Investor,Brett Jennings,Associate Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1905 The Alameda",brett.jennings@ampf.com,,Salesforce
11137768,Inactive Investor,Amir Taylor,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",amir.taylor@nm.com,,Salesforce
11021088,Inactive Investor,Alexander Bardack,,Goldman Sachs & Co.,alexander.bardack@gs.com,,Salesforce
11169082,Inactive Investor,Jennifer Hall,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,jahall@ft.newyorklife.com,,Salesforce
11001321,Inactive Investor,Emily Schmutz,Financial Advisor,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",emily.schmutz@raymondjames.com,,Salesforce
9630073,,louis terrero,,,terrerocpa@gmail.com,,List import
11065491,Inactive Investor,Norman Sisco,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",,,Salesforce
10958699,Inactive Investor,Christopher Andres,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Covina CA 1520 E Amar Rd",christopher.andres@ml.com,,Salesforce
11141650,Inactive Investor,Gary Ringel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",gary.ringel@ml.com,,Salesforce
10843784,Inactive Investor,Nicholas Llerena,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",nick.llerena@nm.com,,Salesforce
11188594,Inactive Investor,Amanda Verville,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11022446,Inactive Investor,Andre Wyss,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11146294,Inactive Investor,Kenneth New,,"Arete Wealth Management, LLC Merritt Island FL 1351 N Courtenay Pkwy",kenneth.new@aretewealth.com,,Salesforce
121853,,Nicole Polanco,Associate Advisor,Chicago Partners Investment Group LLC,nicole@chicagopartnersllc.com,708-223-7578,
10983729,Inactive Investor,Bryan Brunken,Associate Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",bryan.brunken@nm.com,,Salesforce
11061427,Inactive Investor,Mark Oliver,Chief Compliance Officer;Founder;Investment Advisor;President;Senior Wealth Manager,Oliver Capital Management,,,Salesforce
10905517,Inactive Investor,Olena Bracks,Private Client Investment Associate,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,amanda.rousseau@jpmorgan.com,,Salesforce
9622732,,Rainer Atzwanger,,,rainer.atzwanger@gmail.com,,List import
2235217,,Wouter Raasveldt,,[Unknown],wouter@karbun.io,,
10926856,Inactive Investor,Kenneth McAfee,Senior Financial Advisor,"Signal Securities, Inc.",kmcafee@signalsecurities.com,,Salesforce
9636152,,Simon Hoey,,,simonh@wealthfirm.info,,List import
11140570,Inactive Investor,Brittany Amador,,Fidelity Brokerage Services LLC,,,Salesforce
11207670,Inactive Investor,Charles White,Director;Executive Vice President;Regulatory Contact,"Pettyjohn, Wood & White, Inc.",cwhite@pwandw.com,,Salesforce
10464107,,Han Han,,,copyright.report@kakaoent.com,,Web form fillout
11025494,Inactive Investor,Damon Yaeger,,PFS Investments Inc. West Des Moines IA 950 Office Park Rd,damon.yaeger@primerica.com,,Salesforce
10914970,Inactive Investor,Larry Ware,,"Avantax Investment Services, Inc. Graham NC 845 S Main St",,,Salesforce
10939120,Inactive Investor,Michael McKeever,,State Farm VP Management Corp.,michaelmckeever@statefarm.com,,Salesforce
10961346,Inactive Investor,Eric Imbuelten,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Owner,A.E.I. Financial Group,eric@aeifinancial.net,,Salesforce
11028450,Inactive Investor,Khennavong Souttaphonh,,NYLIFE Securities LLC San Lorenzo CA Private Residence,ksouttaphonh@ft.newyorklife.com,,Salesforce
10825926,Inactive Investor,Martin Hare,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Villa Park IL 2 Mid America Plz",martin.hare@rbc.com,,Salesforce
11235932,Inactive Investor,Derek Schmidt,Investment Advisor,"Altus Wealth Management, LLC",derek.schmidt@altuswm.com,,Salesforce
10795044,Inactive Investor,Deborah Smith,Senior Vice President,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",debbie.smith@raymondjames.com,,Salesforce
9630077,,Guillermo Cruz,,,guillermocruz808@gmail.com,,List import
10879406,Inactive Investor,Michael Larson,Wealth Advisor,"Oxford Financial Group, Ltd",mlarson@ofgltd.com,,Salesforce
11207552,Inactive Investor,Sylvia Guzman,Administrative Manager;Associate Director;Senior Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sylvia.marcha@ubs.com,,Salesforce
9644826,,wang xizhen,,,zhener.195@qq.com,,List import
10894194,Inactive Investor,Gregory Jean-Baptiste,Personal Banker,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11119746,Inactive Investor,Isabel Meek,,"Raymond James Financial Services, Inc. Linton IN 89 A St NE",isabel.meek@raymondjames.com,,Salesforce
11075600,Inactive Investor,Angela Oestreicher,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring Hill FL 6023 Spring Hill Dr",,,Salesforce
222606,,Anthony Fasano,,[Unknown],anthonyjfasano@yahoo.com,,
10892278,Inactive Investor,Amanda Bumgarner,Financial Advisor,"Wells Fargo Clearing Services, LLC Longmont CO 399 S Hover St",amanda.bumgarner@wellsfargo.com,,Salesforce
9542749,,Ikhvan Bajsaluev,,,ikhvan95@gmail.com,,List import
10755199,Inactive Investor,Yvette Macias,Portfolio Associate,Morgan Stanley El Paso TX 303 N Oregon St,yvette.macias@morganstanley.com,,Salesforce
10850104,Inactive Investor,Kevin Nunez,Assistant Vice President,Morgan Stanley,kevin.nunez@morganstanley.com,,Salesforce
11237901,Inactive Investor,Stephanie Elliott,,"Realized Financal, Inc.",selliott@thornhillsecurities.com,,Salesforce
202017,,sam livingston,,[Unknown],jslivingston01@msn.com,,
10356067,,Viktor Romanenko,,,1180505n@gmail.com,,Web Form Fillout
334680,,Ronald Thow,Partner,Cannell & Co.,rthow@peterbcannell.com,212-752-5255,Manual List Upload
11164909,Inactive Investor,Heather Holloway,,"Allstate Financial Services, LLC Bogart GA 2971 Monroe Hwy",hholloway@allstate.com,,Salesforce
9596766,,Connor Morse,,,connor.morse@svaplumb.com,,List import
11023278,Inactive Investor,Suzanne McGinnis,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
9597778,,Andrew Hudick,,,andy@feeonlyroanoke.com,,List import
10894416,Inactive Investor,Russell Winchester,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
9638059,,Thomas Ayers,,,tayers@kettering.edu,,List import
11116933,Inactive Investor,Camden Sargent,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,camden.sargent@jpmorgan.com,,Salesforce
10864170,Inactive Investor,Nicholas Sexauer,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",nicholas.sexauer@schwab.com,,Salesforce
10754224,Inactive Investor,Ashley Stephan,Registered Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11176747,Inactive Investor,Roseann Palermo,,Chelsea Financial Services,rpalermo@chfs.com,,Salesforce
11023683,Inactive Investor,Alisha Alef,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,alisha.forlini.tcol@statefarm.com,,Salesforce
10644660,,Paul Standring,,,pstandring@financialguide.com,,List Import
11086223,Inactive Investor,Jeff Bachelder,,Cetera Advisor Networks LLC Ocala FL Private Residence,bachelderj@ceteranetworks.com,,Salesforce
9611006,,Art Dragon,,,draganart@ukr.net,,List import
10653382,,EWERTON ALVES,,,ewerton.920@gmail.com,,Web Form Fillout
10977866,Inactive Investor,Jesus Lechuga,,J.P. Morgan Securities LLC Kennewick WA 30 Vista Way,jesus.lechuga@jpmorgan.com,,Salesforce
10978200,Inactive Investor,Ryan Froman,Financial Advisor,"Pruco Securities, LLC. Coshocton OH 243 S 4th St",ryan.froman@prudential.com,,Salesforce
10961936,Inactive Investor,Ethan Wood,Financial Planning Specialist,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",ethan.wood@ampf.com,,Salesforce
10911050,Inactive Investor,Byron Larkin,Financial Advisor,"CreativeOne Securities, LLC Cincinnati OH 5710 Wooster Pike",,,Salesforce
10765483,Inactive Investor,Grant Devaul,Private Wealth Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",grant.devaul@rbc.com,,Salesforce
9627501,,Jakub Wójcik,,,jakubwojcik94@gmail.com,,List import
11202558,Inactive Investor,Benjamin Cauley,Chief Compliance Officer;Financial Planner;Treasurer,Carr Financial Group,ben@carrfinancial.net,,Salesforce
227929,, -,,[[Unknown]],jjayb1@att.net,,
11100289,Inactive Investor,Yumi Sam,,"Allstate Financial Services, LLC San Francisco CA 2225 Taraval St",yumisam@allstate.com,,Salesforce
11029528,Inactive Investor,Thomas Brown,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",tartt.brown@nm.com,,Salesforce
370498,,Shaw Thompson,,Individual,shawt.al@att.net,8179919207,Salesforce
10768803,Inactive Investor,Robert Petrocelli,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,rpetrocelli@ft.newyorklife.com,,Salesforce
11126841,Inactive Investor,Jonathan Yokoyama,Financial Advisor,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",jyokoyama@financialguide.com,,Salesforce
9555516,,Carol Gallivan,,,cgallivan@roulacglobal.com,,
11130809,Inactive Investor,Michael Mosley,,LPL Financial LLC Jefferson City MO 510 Jefferson St,michael.mosley@lpl.com,,Salesforce
349276,,Nathan Hriczo,Managing Partner,Lanier Financial Group Llc,nhriczo@lanierfinancialgroup.com,404-882-2628,Manual List Upload
10611409,,John Caserta,Investment Advisor Representative,,jcaserta@htk.com,,List Import
11108192,Inactive Investor,Stephen Kuhn,Client Service Associate;Financial Advisor,"Ameriprise Financial Services, LLC Ponte Vedra FL 220 Nocatee Village Dr",stephen.kuhn@ampf.com,,Salesforce
11192502,Inactive Investor,Christopher Heilman,,"Kestra Investment Services, LLC Virginia Beach VA 3704 Pacific Ave",,,Salesforce
9571255,,John Trevor,,,jtrevor@parcap.com,,List import
11167638,Inactive Investor,Brook Fossat,,"Transamerica Financial Advisors, Inc Reno NV 10775 Double R Blvd",brook.lowe@tfaconnect.com,,Salesforce
11116163,Inactive Investor,Muhamed Diallo,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10596376,,Christina Coen,,,christina.coen@raymondjames.com,,Web Form Fillout
10962410,Inactive Investor,Heidi Tyler,,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",heidi.tyler@equitable.com,,Salesforce
10658976,,Christopher Dziedzic,,,cdziedzic@interactivebrokers.com,,List Import
11160639,Inactive Investor,Mark Carlton,Managing Member;Portfolio Manager,"Trademark Financial Management, LLC",mark@trademarkfinancial.us,,Salesforce
10758048,Inactive Investor,Joanne Renshaw,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",joanne.renshaw@ml.com,,Salesforce
10841842,Inactive Investor,David Benavidez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",david.benavidez@ml.com,,Salesforce
10785882,Inactive Investor,Rebekah Hodges,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",rebekah_hodges@ml.com,,Salesforce
11105049,Inactive Investor,Jennifer Eyre,,"Cambridge Investment Research, Inc. Bel Air MD 836 S Main St",,,Salesforce
11207505,Inactive Investor,Joshua McAnally,,LPL Financial LLC Newcastle CA Private Residence,josh.mcanally@lpl.com,,Salesforce
10845799,Inactive Investor,James Eyres,Managing Director;Principal,Piedmont Street Management Inc,jimeyres@pstmgt.com,,Salesforce
10928587,Inactive Investor,Jennifer Adams,,Fidelity Brokerage Services LLC,jennifer.diflaminies@fidelity.com,,Salesforce
11048636,Inactive Investor,Avon Drummond,Division Leader,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,avon.drummond@primerica.com,,Salesforce
11059425,Inactive Investor,Edward Gibbs,Chief Executive Officer;Founder;Managing Member;Owner,"Gibbs Wealth Management, LLC",bo.gibbs@gibbsfinancialgroup.com,,Salesforce
11087422,Inactive Investor,Joshua Stewart,Financial Advisor,LPL Financial LLC Montgomery NY 201 Ward St,joshua.stewart@lpl.com,,Salesforce
10583639,,Jason Williams,,,jason@rwbuilding.com,,Web Form Fillout
11111038,Inactive Investor,Laura Mitchell,Practice Manager,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",laura.mitchell@ampf.com,,Salesforce
11018183,Inactive Investor,Brent Malone,Financial Advisor,UBS Financial Services Inc. Akron OH 175 Montrose West Ave,brent.malone@ubs.com,,Salesforce
11098127,Inactive Investor,John Bilberry,,"Heim, Young & Associates, Inc. Branson MO 800 State Hwy 248",jeffb@heimyoung.com,,Salesforce
11034831,Inactive Investor,James Boston,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",james.e.boston@ampf.com,,Salesforce
368196,,Cathy Stanley,Advisor,schwab,cathy.stanley@schwab.com,(888) 672-4922,Webinar
9556186,,Danny Young,,,dan.young@voya.com,,List import
11236972,Inactive Investor,Joseph Schultz,Financial Advisor;Investment Advisor,Rosemeyer Management Group,joseph@rosemeyermg.com,,Salesforce
9622900,,Sergey Tiraspolsky,,,stiraspo@gmail.com,,List import
9600071,,Messi Lee,,,cl.messi8@gmail.com,,List import
10851363,Inactive Investor,Manuel Aragon,Financial Advisor,"Pruco Securities, LLC. Houston TX 1233 West Loop S",manuel.aragon@prudential.com,,Salesforce
9606780,,Zubier Alim,,,alim@clearfieldcap.com,,List import
9557707,,Steven Zeitchick,,,szeitchick@ladenburg.com,,List import
10781051,Inactive Investor,Julie Painter,,J.P. Morgan Securities LLC Fort Wayne IN 10120 Coldwater Rd,julie.l.painter@chase.com,,Salesforce
154890,,Matthew Danzig,,[Unknown],matthew.danzig@gmail.com,,
333811,,Laura Pollack,Controller,Bourgeon Capital Management Llc,lpollack@bourgeoncapital.com,203-280-1170,Manual List Upload
4665952,,Gregg Williams,,,1408northbury@gmail.com,,Web Form Fillout
11078341,Inactive Investor,Steven Meyers,Associate Financial Advisor,"Ameriprise Financial Services, LLC Hudsonville MI 6435 28th Ave",steven.r.meyers@ampf.com,,Salesforce
9549721,,Joe Cannizzaro,,,jpcannizz@gmail.com,,List import
11193533,Inactive Investor,David Price,Branch Manager;Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Wilmington NC 1111 Military Cutoff Rd,david.r.price@morganstanley.com,,Salesforce
10986684,Inactive Investor,Joseph Wainer,,"Kingswood Capital Partners, LLC",,,Salesforce
10863539,Inactive Investor,Michael Puls,Financial Advisor,"Osaic Wealth, Inc. Lincoln NE 7431 O St",,,Salesforce
11148627,Inactive Investor,Kelsey Beaulieu,Financial Advisor;Vice President,Morgan Stanley Richmond VA 901 E Byrd St,kelsey.mansmann@morganstanley.com,,Salesforce
10998208,Inactive Investor,William Coles,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,bill.coles.fl27@statefarm.com,,Salesforce
10987190,Inactive Investor,Kristi Reynolds,,"Osaic Wealth, Inc. Cypress CA 6261 Katella Ave",,,Salesforce
237636,, -,,[[Unknown]],artieakhan@gmail.com,,Organic Search
9610894,,SANJIVAN PATEL,,,patelsanjivan@gmail.com,,List import
10618397,,Kevin Longo,,,kevin.longo@ml.com,,List Import
10899827,Inactive Investor,Jiajuan Zhou,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
10857880,Inactive Investor,Javier Levy,Relationship Manager,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",javier.levy@leumiusa.com,,Salesforce
10847761,Inactive Investor,Donald Albacker,Advisor,Commonwealth Financial Network Newtown PA 54 Friends Ln,dalbacker@commonwealth.com,,Salesforce
11199354,Inactive Investor,Joseph Flannery,Private Wealth Advisor,"Quadrant Private Wealth Management, LLC Bethlehem PA 2 W Market St",jflannery@quadrantpw.com,,Salesforce
11038858,Inactive Investor,Robert Shannon,,"Prudential Annuities Distributors, Inc",robert.shannon@prudential.com,,Salesforce
9608462,,Kevin Keady,,,kkeady@kariscp.com,,List import
11063536,Inactive Investor,Brandon Seanez,Client Service Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,,,Salesforce
10856431,Inactive Investor,Glen Biener,,"Centaurus Financial, Inc. Las Vegas NV Private Residence",,,Salesforce
106450,,Roger Zakharia,,N/A,rogerzakharia@gmail.com,8581234567,
10782975,Inactive Investor,Donn Fitch,,"TIAA-CREF Individual & Institutional Services, LLC Phoenix AZ 3131 E Camelback Rd",dfitch@tiaa-cref.org,,Salesforce
9563923,,Thomas FX Cakert,,,tcakert@tcfinmgt.com,,List import
9597499,,Ekin Ozguven,,,ekn.ozgvn@gmail.com,,List import
9570917,,Daniel Golwyn,,,dgolwyn@yahoo.com,,List import
10974647,Inactive Investor,Benjamin Mccue,Investment Research Analyst,Goodman Financial Corporation,bmccue@goodmanfinancial.com,,Salesforce
334949,,David Cogut,Partner,"Pegasus Capital Advisors, L.p.",dcogut@pcalp.com,203-869-4400,Manual List Upload
11178719,Inactive Investor,Matthew Harrison,,HSBC Securities (USA) Inc.,,,Salesforce
10929563,Inactive Investor,David Renko,,"Avantax Investment Services, Inc.",,,Salesforce
9542598,,hanan cyril,,,hanan161997@gmail.com,,List import
11056167,Inactive Investor,Erica Cantrell,Financial Consultant,Thrivent Investment Management Inc. Boise ID 913 W River St,erica.cantrell@thrivent.com,,Salesforce
340523,,John Carroll,Managing Director,"Charlesbank Capital Partners, Llc",jcarroll@charlesbank.com,617-619-5400,Manual List Upload
9645793,,Diana Adachi,,,diana.adachi@gmail.com,,List import
11066454,Inactive Investor,Mark Wozmak,Financial Advisor,Edward Jones Poway CA 13426 Community Rd,mark.wozmak@edwardjones.com,,Salesforce
9580104,,Sarkis Grigoryan,,,capknc@gmail.com,,List import
11196004,Inactive Investor,Ronald Colvin,,Olson Consulting LLC Reno NV 18124 Wedge Pkwy,ronald@olsonconsultingmi.com,,Salesforce
372856,,Yuttakan Sangchai,,[Unknown],sangchai.pro@outlook.com,,source
10847533,Inactive Investor,Richard Alexander,Financial Advisor,Edward Jones Elizabethton TN 401 Hudson Dr,curt.alexander@edwardjones.com,,Salesforce
10925218,Inactive Investor,Rodaly Mercedes,,Fidelity Brokerage Services LLC,,,Salesforce
11088163,Inactive Investor,Michelle Neiswender,Financial Planner;President,FIRE Wealth Management LLC,,,Salesforce
240029,,Misty Wittman,Personal Banking Officer,Investment Management Group,mwittman@stockmanbank.com,406-655-3960,Manual List Upload
10932407,Inactive Investor,James Kuxhaus,,Commonwealth Financial Network Valparaiso IN 162 Lincolnway,james.kuxhaus@ceteraadvisors.com,,Salesforce
9604548,,Travis Messinger,,,travis.messinger@lpl.com,,List import
10659072,,Neelam Seth,,,neelam.seth@ubs.com,,List Import
11060385,Inactive Investor,Dingjian Li,Financial Advisor,LPL Financial LLC Brea CA 3120 E Santa Fe Rd,steve.li@lpl.com,,Salesforce
11131008,Inactive Investor,Martin Madden,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland ME 1 Monument Sq",martin.j.madden@ml.com,,Salesforce
10867207,Inactive Investor,Micah Black,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,micah_black@vanguard.com,,Salesforce
11054819,Inactive Investor,Eric Traditi,Financial Advisor,"Ameriprise Financial Services, LLC Lagrangeville NY 1342 Rte 55",eric.traditi@ampf.com,,Salesforce
11141781,Inactive Investor,Kyleigh Robinson,,PFS Investments Inc. Houston TX 738 Hwy 6 S,,,Salesforce
11178713,Inactive Investor,Christopher Conner,,"J.W. Cole Financial, Inc. Newberry FL 119 NW 137th Dr",,,Salesforce
10778248,Inactive Investor,Donna McCusker,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Folsom CA 2365 Iron Point Rd,donna.mccusker@morganstanley.com,,Salesforce
11168696,Inactive Investor,Andrew Paz,,"Kestra Investment Services, LLC San Antonio TX 601 NW Loop 410",,,Salesforce
10891341,Inactive Investor,Julia Hyland,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,julia.hyland@jpmorgan.com,,Salesforce
10790990,Inactive Investor,Matthew Northcutt,Financial Advisor,Edward Jones Dallas TX 7557 Rambler Rd,matt.northcutt@edwardjones.com,,Salesforce
10900686,Inactive Investor,Kevin Burton,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",kevin.burton@tiaa.org,,Salesforce
373252,,Jibri Richardson,,[Unknown],jibri.richardson34@gmail.com,,source
10843893,Inactive Investor,James Munsey,,"Allstate Financial Services, LLC Newark DE 6 Polly Drummond Hill Rd",jmunseyii@allstate.com,,Salesforce
11205257,Inactive Investor,Mariam Kiani,Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mariam.siddiq@jpmorgan.com,,Salesforce
11176870,Inactive Investor,Amanda Madrigale,,"Sanctuary Securities, Inc. Southlake TX 601 State St",amadrigale@sanctuarywealth.com,,Salesforce
9568419,,Rick Murray,,,rickmurray3@gmail.com,,List import
10987197,Inactive Investor,Brian Clark,,"Saybrus Equity Services, LLC Canonsburg PA Private Residence",bclark@saybruspartners.com,,Salesforce
10873167,Inactive Investor,Brent Cochran,Investment Advisor Representative;Partner;Wealth Advisor,The Norden Group LLC,brent@thenordengroup.com,,Salesforce
10970841,Inactive Investor,Ashot Minasyan,Financial Professional,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",ashot.minasyan@equitable.com,,Salesforce
352744,,Jean-Francois Poisson,"Vice President, Asset Management",Axium Infrastructure Us Inc.,jfpoisson@axiuminfra.com,646-449-9058,Manual List Upload
11033314,Inactive Investor,Harold Laudien,,LPL Financial LLC Trenton NJ 3500 Mercerville Quakerbridge Rd,harold.laudien@lpl.com,,Salesforce
11191513,Inactive Investor,Rene Toussaint-Lopez,Chairman;Chief Compliance Officer;Director - Operations,Finec Asset Management,,,Salesforce
79403,,Nick Clark,,Epoch Capital,nwclark89@gmail.com,(614) 394-9724,
10944762,Inactive Investor,Debra Herrlinger,Financial Advisor,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",debra.herrlinger@prudential.com,,Salesforce
10828155,Inactive Investor,Libertad Rosenkranz,,Nationwide Planning Associates Inc.,lrosenkranz@nationwideplanning.com,,Salesforce
11173724,Inactive Investor,Jack Zahl,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,jack.zahl@opco.com,,Salesforce
10893902,Inactive Investor,Andre Hary,,American Investors Company Campbell CA 274 E Hamilton Ave,,,Salesforce
10889086,Inactive Investor,Courtney Troyano,,"NewEdge Securities, Inc. Norman OK 2900 Adams Rd",,,Salesforce
10876125,Inactive Investor,Hanna Wexhler,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,hanna.wexhler@fmr.com,,Salesforce
11173057,Inactive Investor,Benjamin Lefever,,Cetera Advisor Networks LLC Chambersburg PA 625 Norland Ave,lefeverb@ceteranetworks.com,,Salesforce
11087650,Inactive Investor,Margaret Fortner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",,,Salesforce
9542992,,xavier derepas,,,xderepas@mpm.mc,,List import
9626241,,Aravinth Pushparaj,,,aravinth_pushparaj@yahoo.com,,List import
338210,,Stephen Friedman,Chairman And Member Of Spc Field Partners Llc,Stone Point Capital Llc,sfriedman@stonepoint.com,203-862-2900,Manual List Upload
11049836,Inactive Investor,Shawn Weidmann,,"Raymond James Financial Services, Inc. Vancouver WA 201 NE Park Plaza Dr",shawn.weidmann@raymondjames.com,,Salesforce
10795554,Inactive Investor,Stephen Bach,Financial Advisor,Lincoln Investment Wallingford PA Private Residence,sbach@lincolninvestment.com,,Salesforce
9566634,,Nageeth Abdullah,,,nageeth@gmail.com,,List import
10874691,Inactive Investor,Roberta Hunter,,"Wells Fargo Advisors Financial Network, LLC Salinas CA 2 San Carlos Dr",roberta.hunter@wfafinet.com,,Salesforce
11148143,Inactive Investor,Jay Fratello,Branch Manager;Partner,"Wells Fargo Advisors Financial Network, LLC Ocala FL 220 SE 36th Ave",jay.fratello@wfafinet.com,,Salesforce
10778239,Inactive Investor,John Miller,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,john.miller@ubs.com,,Salesforce
224161,,Jozsef Tokai,,[Unknown],joey.tokai@gmail.com,,Webinar
10865031,Inactive Investor,Jarrid Hicks,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 8808 Spring Cypress Rd",jarrid.s.hicks@wellsfargo.com,,Salesforce
10806203,Inactive Investor,Andrew Sirvis,,Cetera Advisor Networks LLC Long Beach NY 899 W Beech St,,,Salesforce
11128799,Inactive Investor,Casey Malik,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,casey.malik@primerica.com,,Salesforce
10849997,Inactive Investor,William McAllister,Financial Advisor,Edward Jones Swedesboro NJ 1226 Kings Hwy,bill.mcallister@edwardjones.com,,Salesforce
11044992,Inactive Investor,Jaimin Garabedian,Chief Compliance Officer;Chief Executive Officer;Founder,Assurance Wealth Management The Woodlands TX 9400 Grogans Mill Rd,jgarabedian@assurancewm.com,,Salesforce
10980286,Inactive Investor,Margaret Pape,Analyst,"BLVD Private Wealth, LLC",mpape@blvdpw.com,,Salesforce
10659971,,Komalpreet Kaur,,,komalpreet.kaur@ubs.com,,List Import
10859428,Inactive Investor,Kristen Millard,,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",kristen.millard@raymondjames.com,,Salesforce
11122467,Inactive Investor,Akshay Nigam,,Deutsche Bank Securities Inc.,,,Salesforce
11115989,Inactive Investor,Timothy Lane,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
190975,,Remington Hu,Managing Partner,"Singularity Thinkers Co., Ltd.",rhu@sthinkers.com,,
11173087,Inactive Investor,Brian Aamlid,,Cetera Advisor Networks LLC Sioux Falls SD 612 E Tan Tara Cir,,,Salesforce
334030,,Christina Jennings,Shareholder,"Comprehensive Capital Management, Inc.",cjennings@thecomprehensivegroup.com,973-394-0404,Manual List Upload
10970001,Inactive Investor,Kenneth King,,NYLIFE Securities LLC Bozeman MT Private Residence,kking01@ft.newyorklife.com,,Salesforce
371038,,evan kim,,[Unknown],evenk3155@gmail.com,,Twitter
11229762,Inactive Investor,Jessica Tomcsik,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",jessica.tomcsik@nm.com,,Salesforce
9585998,,John Pinto,,,jpinto@pentegra.com,,List import
248917,,Edith Lagunas,COO,Stathis Strategies,elagunas@stathisstrategies.com,,Manual List Upload
11025065,Inactive Investor,John Lee,,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",,,Salesforce
345445,,Salvatore Dragone,"Senior Vice President, Director",Rubenstein Partners,sdragone@rubensteinpartners.com,215-563-3558,Manual List Upload
208952,,Justin Vallee,,[Unknown],jrvallee08@gmail.com,,source
10884043,Inactive Investor,Jonathan Freedman,Managing Director,Neuberger Berman BD LLC,jonathan.freedman@nb.com,,Salesforce
10940847,Inactive Investor,Brennan Meyer,Financial Advisor,Edward Jones Arlington Heights IL 3030 W Salt Creek Ln,brennan.meyer@edwardjones.com,,Salesforce
9568309,,David Travis,,,dtravis@commonwealth.com,,List import
10779989,Inactive Investor,Angelo Tramontelli,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",angelo.tramontelli@wellsfargoadvisors.com,,Salesforce
9624186,,Wolfram Eckenstein,,,wolfram.eckenstein@gmail.com,,List import
10843008,Inactive Investor,Scott Kelly,,LPL Financial LLC Ventura CA 121 N Fir St,scott.kelly@lpl.com,,Salesforce
11217643,,Garnik Chamichyan,,,garnik.chamichyan@bofa.com,,Other
10814436,Inactive Investor,Angelika Welsh,Financial Consultant,LPL Financial LLC Buffalo NY 3637 Delaware Ave,angelika.welsh@lpl.com,,Salesforce
11034141,Inactive Investor,Eric Kuitu,,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",kuitu.eric@principal.com,,Salesforce
11168715,Inactive Investor,Laura Fair,,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",laura.fair@voya.com,,Salesforce
10839980,Inactive Investor,Robert Manners,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",robert_manners@ml.com,,Salesforce
9547784,,Samuel Governale,,,samuel.governale@gmail.com,,List import
11103937,Inactive Investor,Gary Barney,,LPL Financial LLC Troy MI 2050 Livernois Rd,gary.barney@lpl.com,,Salesforce
374128,,Raymond Lanzi,,Private Stockholder,lanzi1@aol.com,,Webinar
10828831,Inactive Investor,Tedd Bradley,Financial Advisor,"VPWM Advisors, LLC",tedd@vpwealthmgmt.com,,Salesforce
11164878,Inactive Investor,Eric Reding,,"Osaic Wealth, Inc. Reno NV 9190 Double Diamond Pkwy",,,Salesforce
10988647,Inactive Investor,Jake Eischens,Wealth Advisor,"Curi RMB Capital, LLC Minneapolis MN 3800 American Blvd W",,,Salesforce
10770290,Inactive Investor,Jeremy Arbon,Wealth Management Banker,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",jeremy.arbon@wellsfargoadvisors.com,,Salesforce
11108542,Inactive Investor,Nikki Lacy,,Ally Invest Securities LLC Gretna NE Private Residence,,,Salesforce
7050189,,Gábor Gábor,,,gabor7999@gmail.com,,Web Form Fillout
372864,,abb bba,,[Unknown],cs16b011@iittp.ac.in,,source
10828601,Inactive Investor,Hope Turock,Senior Client Service Associate,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,,,Salesforce
11182894,Inactive Investor,Patton Carter,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,pcarter@primerica.com,,Salesforce
10848936,Inactive Investor,Christopher Devlin,Chief Executive Officer;Chief Investment Officer;Founder,"Selective Wealth Management, Inc. Lynchburg VA 828 Main St",cdevlin@selectivewm.com,,Salesforce
11233103,Inactive Investor,Jason Upton,Associate Representative,Thrivent Investment Management Inc. Missoula MT 1001 S Higgins Ave,,,Salesforce
10969800,Inactive Investor,Richard Gleason,Financial Advisor;Partner,Prime Capital Financial Boerne TX 616 E Blanco Rd,rgleason@pciawealth.com,,Salesforce
9582776,,Daniel Caffarelli,,,dcaffarelli@metacapital.com,,List import
10954121,Inactive Investor,Jessica Ortiz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10645287,,Joseph Lavin,,,joseph.lavin@chase.com,,List Import
10884968,Inactive Investor,Charles Altendorfer,Director - Investments and Planning,"Northwestern Mutual Investment Services, LLC Saint Paul MN 12 Long Lake Rd",charles.altendorfer@nm.com,,Salesforce
9599400,,Hector Flores,,,hflores@cypressasset.com,,List import
10976719,Inactive Investor,Daniel White,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11128414,Inactive Investor,Thomas Moore,,"Parkland Securities, LLC Aurora CO Private Residence",,,Salesforce
9621487,,Muddassir Siddiqi,,,muddassir_99@yahoo.com,,List import
10931406,Inactive Investor,Ryan Hamilton,,"Osaic Wealth, Inc. Saint Louis MO 2 Cityplace Dr",,,Salesforce
10796715,Inactive Investor,Craig Brueckner,,Commonwealth Financial Network Fresno CA 7447 N 1st St,cbrueckner@commonwealth.com,,Salesforce
10926229,Inactive Investor,Joanne Burke,Chief Compliance Officer;Founder;Managing Member,Birch Street Financial Advisors,joanne@birchstreetadvisors.com,,Salesforce
11052479,Inactive Investor,Noel Knox,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Consultant;Founder;Managing Partner,"Solve Consulting Group, LLC",noel@solveconsults.com,,Salesforce
11210337,Inactive Investor,Justin Ketcham,Financial Advisor,Edward Jones Clearwater FL 2625 McCormick Dr,justin.ketcham@edwardjones.com,,Salesforce
11147658,Inactive Investor,Darin Dequardo,,The O.N. Equity Sales Company Madison WI 2923 Marketplace Dr,,,Salesforce
11016630,Inactive Investor,Gabriela Balzan,,PFS Investments Inc. Miami FL 7955 NW 12th St,gbalzan@primerica.com,,Salesforce
11175462,Inactive Investor,Jason Nardella,Private Wealth Advisor,"Ameriprise Financial Services, LLC Naples FL 9015 Strada Stell Ct",jason.j.nardella@ampf.com,,Salesforce
11204347,Inactive Investor,angelo zenez,,"Pruco Securities, LLC. Newark NJ 213 Washington St",angelo.zenez@prudential.com,800-201-6690,Salesforce
151037,,Robert Thompson,,[Unknown],jutelt@cpws.net,,
11158277,Inactive Investor,Samuel Seaton,,Morgan Stanley Sebring FL 611 US Hwy 27 S,samuel.seaton@morganstanley.com,,Salesforce
10760966,Inactive Investor,Edward Turnbull,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",edward_turnbull@ml.com,,Salesforce
9583185,,Valerie Vander Molen,,,valerie.r.vandermolen@suntrust.com,,List import
11003572,Inactive Investor,Carrie Kerns,,LPL Financial LLC Roanoke VA 2650 Electric Rd,carrie.kerns@lpl.com,,Salesforce
228348,, -,,[[Unknown]],dustywv@gmail.com,,
10494331,,Rajesh Swaminathan,"Chief Legal Officer, General Counsel, Partner, Regulatory Contact","Jasper Ridge Partners, L.P.",rswaminathan@jasperridge.com,,List Import
9574007,,Neel Gehani,,,ngehani@palestracap.com,,List import
10440674,,X X,,,06_hello.willers@icloud.com,,Web Form Fillout
11029698,Inactive Investor,Heather Schmidt,Regional Vice President,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,heather.schmidt@primerica.com,,Salesforce
11087775,Inactive Investor,Jerald Pawlowicz,Financial Advisor,LPL Financial LLC Battle Creek MI 51 Michigan Ave W,jerald.pawlowicz@lpl.com,,Salesforce
11193130,Inactive Investor,Maria Cleveland,,J.P. Morgan Securities LLC Pasadena TX 1102 Southmore Ave,maria.cleveland@jpmorgan.com,,Salesforce
10792351,Inactive Investor,William Pagano,Financial Advisor,Commonwealth Financial Network Rochester NY 290 Linden Oaks,wpagano@commonwealth.com,,Salesforce
10438294,,Yogesh Kumar Dubey,,,yogeshkumardubey61@gmail.com,,Web form fillout
11170709,Inactive Investor,Richard Walker,,"Truist Investment Services, Inc. Camden NJ 1 Market St",rich.walker@truist.com,,Salesforce
10487636,,Benjamin Brackett,"Financial Consultant, Vice President","Equitable Advisors, LLC",benjamin.brackett@equitable.com,,List Import
10775919,Inactive Investor,Philip Dean,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",philip.dean@rbc.com,,Salesforce
244588,,Jean-Michel Toussaint,Sales Engineering Manager,M-Files,jmto@ptoussaint.com,14692330308,Manual List Upload
11073532,Inactive Investor,John Cicillini,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",john.cicillini@wellsfargoadvisors.com,,Salesforce
216294,,Neal Gardner,,[Unknown],jnealgardner@gmail.com,,Event
10925935,Inactive Investor,Viviana Mendez,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",viviana.mendez@tiaa.org,,Salesforce
9556132,,Bruce McLean,,,postlinc@gmail.com,,List import
9632936,,Brian Hardy,,,brianh@harvey-lynch.com,,List import
9589342,,Jason Coker,,,jasoncoker925@gmail.com,,List import
11171239,Inactive Investor,Joseph Johnson,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,,,Salesforce
9598096,,Eric Meier,,,emeier@savantcapital.com,,List import
11020780,Inactive Investor,Richard Altamirano,,"Allstate Financial Services, LLC Pasadena CA 736 N Los Robles Ave",raltamirano1@allstate.com,,Salesforce
11031585,Inactive Investor,Jacob Askari,Financial Advisor,Edward Jones San Antonio TX 3512 Paesanos Pkwy,,,Salesforce
11121838,Inactive Investor,Joshua Sievers,,"FBL Marketing Services, LLC Johnston IA 5525 Merle Hay Rd",joshua.sievers@fbfs.com,,Salesforce
11009989,Inactive Investor,Julie Kujawski,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",julie.kujawski@equitable.com,,Salesforce
10940659,Inactive Investor,Richard Yorke,,"Ameriprise Financial Services, LLC El Segundo CA 2301 Rosecrans Ave",,,Salesforce
246019,,Not Provided,"VP, Innovation Strategy",American Bankers Association,bybarra@aba.com,,Manual List Upload
9626078,,Lyndon Ferguson,,,lyncferguson@g.comail.com,,List import
10894619,Inactive Investor,Patricia Anderson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,patricia.anderson@fidelity.com,,Salesforce
11188071,Inactive Investor,Ryan Barber,,&Partners Lees Summit MO 3730 NE Troon Dr,ryan.barber@andpartners.com,,Salesforce
9635622,,Andre Johnson,Analyst,Canyon Partners Real Estate Llc,ajohnson@canyonpartners.com,,List import
10489263,,Jonathan Covington,,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",jonathan.covington@49financialgroup.com,,List Import
9622229,,Tom Scott,,,ghopper80@yahoo.com,,List import
9628397,,Benoit Autier,,,benoit.autier@graniteshares.com,,List import
10990443,Inactive Investor,Gary Feller,,"Horace Mann Investors, Inc. Sioux City IA 600 4th St",g.feller@horacemann.com,,Salesforce
11044800,Inactive Investor,Alisa Vasilchuk,,PFS Investments Inc. Roseville CA 1200 Melody Ln,avasilchuk@primerica.com,,Salesforce
9643358,,Fernando Szterling,,,fszterling@gmail.com,,List import
9616143,,Restrepo Manuel,,,manuel.restrepo@xpi.us,,List import
11149390,Inactive Investor,Jessica Berg,Financial Advisor,Thrivent Investment Management Inc. Eau Claire WI 4330 Golf Ter,jessica.berg@thrivent.com,,Salesforce
10886650,Inactive Investor,Patrick Kungl,,"Raymond James Financial Services, Inc. New Orleans LA 650 Poydras St",patrick.kungl@raymondjames.com,,Salesforce
11108010,Inactive Investor,Michael Orf,Financial Planner;Owner,ORF Capital Management,,,Salesforce
9607556,,Christopher Hanlon,,,christopher.hanlon@delinvest.com,,List import
10887703,Inactive Investor,Vinay Prabhu,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,vprabhu@jefferies.com,,Salesforce
11103825,Inactive Investor,Robert Grigg,,LPL Financial LLC San Diego CA 4707 Executive Dr,robert.grigg@lpl.com,,Salesforce
11201667,Inactive Investor,Paul Norris,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,paul.norris@primerica.com,,Salesforce
11124931,Inactive Investor,Duane Lasher,,"Wells Fargo Clearing Services, LLC Palm Coast FL 222 Palm Coast Pkwy NE",duane.lasher@wellsfargo.com,,Salesforce
10938285,Inactive Investor,Daniel Gorman,,Vanguard Marketing Corporation,daniel_gorman@vanguard.com,,Salesforce
9572425,,Michael Anderson,,,michael.anderson@surveyor-capital.com,,List import
10951712,Inactive Investor,Daniel Howard,Investment Consultant,"Charles Schwab & Co., Inc. Fresno CA 265 E River Park Cir",,,Salesforce
11007376,Inactive Investor,John Anwaya,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
199507,,Sumandeep Saharan,,[Unknown],sumandee@buffalo.edu,,Direct
10813848,Inactive Investor,James Pucci,Senior Vice President - Investments,"Raymond James & Associates, Inc. Goshen NY 500 Canal St",jamie.pucci@raymondjames.com,,Salesforce
10984426,Inactive Investor,Wei Wang,,NYLIFE Securities LLC Houston TX 11 Greenway Plz,wwang03@ft.newyorklife.com,,Salesforce
9586957,,Drew Adams,,,drew@weareaddicus.com,,List Import
11066742,Inactive Investor,Stacey Merrill,,"Raymond James Financial Services, Inc. Marietta OH 416 Hart St",stacey.merrill@raymondjames.com,,Salesforce
10966717,Inactive Investor,Jon Long,,"Fifth Third Securities, Inc. Nashville TN 424 Church St",jon.long@53.com,,Salesforce
10956850,Inactive Investor,Andrew Nicely,Supervisory Officer,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,andrew.nicely@jpmorgan.com,,Salesforce
11139801,Inactive Investor,Scott Thomas,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocala FL 301 SE 17th St",scott_c_thomas@ml.com,,Salesforce
9546189,,Benedict O'Mahoney,,,benedict@benedict.com,,List import
11046618,Inactive Investor,Nancy Lanier,,"Synovus Securities, Inc. Augusta GA 720 Saint Sebastian Way",shannonlanier@synovus.com,,Salesforce
11081974,Inactive Investor,Heather Freed,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10919957,Inactive Investor,Ryan Noxon,Financial Advisor,Edward Jones Rocklin CA 3706 Atherton Rd,ryan.noxon@edwardjones.com,,Salesforce
11065162,Inactive Investor,Angela Hobbs,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",angela.hobbs@cunamutual.com,,Salesforce
10494440,,Rod Jones,"Managing Member, Managing Partner","Cain Capital Management, LP",rjones@caincapital.com,,List Import
9610550,,Yingchen Sun,,,yingchen.sun@gmail.com,,List import
10766068,Inactive Investor,Anthony Angilletta,Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,anthony.angilletta@morganstanleypwm.com,,Salesforce
185652,,Troy Moyer,Wealth Advisor,"First Capital Advisors Group, LLC",tmoyer@firstcapadv.com,267-329-7620,
10949598,Inactive Investor,Linnea Circosta,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
10823374,Inactive Investor,Daniel Statz,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Madison WI 8010 Excelsior Dr",dstatz@stifel.com,,Salesforce
350778,,David Nelson,"Director, Private Wealth Advisor","Verdis Investment Management, Llc",dnelson@verdence.com,610-397-1600,Manual List Upload
11022716,Inactive Investor,Patrick Langdon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Manassas VA 9117 Center St",patrick.langdon@ampf.com,,Salesforce
10767534,Inactive Investor,Lawonda Robinson,Client Service Associate,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,,,Salesforce
9570127,,Carl Lottman,,,clottman@massmutual.com,,List import
10915011,Inactive Investor,Allan Ulrich,,"BFC Planning, Inc. Bettendorf IA 2550 Middle Rd",,,Salesforce
10867743,Inactive Investor,David Schiller,Chief Compliance Officer;Managing Partner;President,"Aegis Wealth Partners, LLC",dschiller@aegiswealth.net,,Salesforce
10858534,Inactive Investor,Patrick Reagan,Financial Advisor,LPL Financial LLC Houston TX 801 Travis St,patrick.reagan@lpl.com,,Salesforce
11031374,Inactive Investor,Renee Hefner,Financial Advisor;Investment Manager,"Ameriprise Financial Services, LLC Canfield OH 6599 Seville Dr",renee.hefner@ampf.com,,Salesforce
10355185,,Zoher Khot,,,zkmorning12@gmail.com,,Web Form Fillout
368259,,Waleed Al Fukaha,Financial Advisor,,waleedfouqaha@yahoo.com,97466624348,Webinar
10928386,Inactive Investor,Nancy Tengler,Chief Executive Officer;Chief Investment Officer,"Laffer Tengler Investments, Inc.",ntengler@laffertengler.com,,Salesforce
10871685,Inactive Investor,William Toulson,,NYLIFE Securities LLC Louisville GA 202 5th St,wtoulsonjr@ft.newyorklife.com,,Salesforce
11061221,Inactive Investor,David Shoup,Financial Advisor,"Hornor, Townsend & Kent, LLC Wayne PA 200 W Lancaster Ave",dshoup@htk.com,,Salesforce
9574603,,BRAD MCCLOSKEY,,,jadorelamode@hotmail.com,,List import
11093771,Inactive Investor,William Estes,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,woestes@ft.newyorklife.com,,Salesforce
10942745,Inactive Investor,Malcolm Thurmond,Financial Advisor,Edward Jones Portland MI 212 Kent St,malcolm.thurmond@edwardjones.com,,Salesforce
9636473,,Steven Greenspan,,,sgreenspan@segalrc.com,,List import
11222253,,Sarah Strickland,,,sstrickland@wealthenhancement.com,,List Import
10643947,,Zachary Marshall,,,zach.marshall@fmr.com,,List Import
10810715,Inactive Investor,Arthur Martin,Senior Financial Associate,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",arthur.martin@rbc.com,,Salesforce
11155822,Inactive Investor,James Holder,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Rome GA 1605 Martha Berry Blvd NW",jay.holder@benjaminfedwards.com,,Salesforce
9580370,,Johan Meisel,,,elfenben.lodjur@gmail.com,,List import
10865104,Inactive Investor,Randy Broderick,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,randy.broderick@primerica.com,,Salesforce
11193814,Inactive Investor,Trevor Buggs,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",trevor.buggs@ml.com,,Salesforce
10850521,Inactive Investor,Brian Lewin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.lewin@fidelity.com,,Salesforce
11010925,Inactive Investor,Jose Martinez,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",joe.martinez@wslife.com,,Salesforce
11090492,Inactive Investor,Bartek Korsak,,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",,,Salesforce
11201620,Inactive Investor,Cleopatra Jones,,"Raymond James Financial Services, Inc. Junction City KS 814 N Washington St",cleopatra.jones@raymondjames.com,,Salesforce
11041131,Inactive Investor,Darwin Hesselink,,"Osaic Wealth, Inc. Cheboygan MI 10595 N Straits Hwy",,,Salesforce
11185486,Inactive Investor,Scott Mills,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
9565430,,Jeff Chua,,,chua_jeff@yahoo.com,,List import
10984953,Inactive Investor,Delia Brimmer,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,dcbrimmer@ft.newyorklife.com,,Salesforce
11100836,Inactive Investor,Allen Seng,,"Avantax Investment Services, Inc. Jasper IN 902 Main St",,,Salesforce
4193054,,Taylor Pate,,,tpate@silexmining.com,8127745498,Web Form Fillout
10657792,,Joseph Mariano,,,jmariano@calamos.com,,List import
9593103,,Brandon Haynes,,,bhaynes@alleghenyfinancial.com,,List import
11220941,,Michelle Bergren,,,mbergen@camdenasset.com,,List Import
11051942,Inactive Investor,Shown Kumar,Financial Advisor,"Pruco Securities, LLC. Babylon NY 60 Fire Island Ave",shown.kumar@prudential.com,,Salesforce
10812952,Inactive Investor,Daniel Hartley,Regional Vice President,PFS Investments Inc. Portage MI 950 Trade Centre Way,daniel.hartley@primerica.com,,Salesforce
11160848,Inactive Investor,Kent Madrian,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kent.madrian@fidelity.com,,Salesforce
9641317,,Paul Cao,,,cowmoomoo@gmail.com,,List import
10982947,Inactive Investor,Jonathan McQuade,Senior Wealth Advisor,"Boyce & Associates Wealth Consulting, Inc.",,,Salesforce
9626800,,hocheol jung,,,mcity9890@gmail.com,,List import
10980409,Inactive Investor,Robert Juba,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_juba@vanguard.com,,Salesforce
9590719,,Richard Rooney,,,rrooney@burgundyasset.com,,List import
9544087,,Gene Tabb,,,gtabb@scfsecurities.com,,List import
10942837,Inactive Investor,Christopher Basquill,,William Blair Charlotte NC 101 S Tryon St,cbasquill@williamblair.com,,Salesforce
10838617,Inactive Investor,Michael Menninger,Investment Advisor Representative,LPL Financial LLC Norristown PA 820 Adams Ave,michael.menninger@lpl.com,,Salesforce
11019678,Inactive Investor,Steven Wallen,,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,steven.wallen@thrivent.com,,Salesforce
10856647,Inactive Investor,Sharon Patterson,,NYLIFE Securities LLC Albuquerque NM Private Residence,scpatterson1@ft.newyorklife.com,,Salesforce
9560070,,Javad Javadi,,,javadi1888@gmail.com,,List import
10854811,Inactive Investor,Rubens Feroz,,Jefferies LLC,,,Salesforce
10826052,Inactive Investor,Roy Stanfill,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",roy.stanfill@tfaconnect.com,,Salesforce
10798900,Inactive Investor,Daryl Salcedo,Financial Advisor,LPL Financial LLC Clayton CA 5441 Clayton Rd,daryl.salcedo@lpl.com,,Salesforce
9612659,,Madeline Christman,,,madeline.christman@53.com,,List import
11219092,,Tony Wong,,,tony.wong@invesco.com,,Other
11171928,Inactive Investor,Monica Vadhera,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",monica.vadhera@ml.com,,Salesforce
10870046,Inactive Investor,Daniel McCurley,,Fidelity Brokerage Services LLC,daniel.mccurley@fidelity.com,,Salesforce
9622448,,valla guru,,,tamilmass46@gmail.com,,List import
11029497,Inactive Investor,Mark Sutton,Private Wealth Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 225 Pictoria Dr",mark.b.sutton@ampf.com,,Salesforce
10878631,Inactive Investor,Gilbert Sabatka,,"CreativeOne Securities, LLC Manhattan KS 227 Southwind Pl",,,Salesforce
11157591,Inactive Investor,Denis Hamboyan,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",denis.d.hamboyan@bofa.com,,Salesforce
10784853,Inactive Investor,Fabio Lindia,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,fabio.lindia@jpmorgan.com,,Salesforce
10763120,Inactive Investor,Kevin Power,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",kevin.power@wellsfargoadvisors.com,,Salesforce
11075101,Inactive Investor,Darren Boyer,Financial Consultant,LPL Financial LLC Ogden UT 252 25th St,darren.boyer@lpl.com,,Salesforce
9582687,,Daniel Ryan,,,d.ryan@fi.com,,List import
9586750,,Andy Leung,,,andyleung213@live.com,,List import
122929,,Lindsay Dale,Manager,Forvis Private Client,ldale@bkd.com,417-831-7283,Manual List Upload
10978235,Inactive Investor,Gregory Zuber,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",gregory.zuber@53.com,,Salesforce
11004938,Inactive Investor,Riley Feldman,,Innovation Partners LLC,rfeldman@innovationpartnersllc.com,,Salesforce
11147511,Inactive Investor,Camila Parra-Deangelis,Client Service Associate;Registered Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,camila.parra-deangelis@msgraystone.com,,Salesforce
11027587,Inactive Investor,Nathan Dofflemyer,,LPL Financial LLC Luray VA 705 E Main St,nathan.dofflemyer@lpl.com,,Salesforce
9595841,,Nicole Rice,,,nrice@wealthadvisors.com,,List import
10975034,Inactive Investor,Timothy Noe,,"WestPoint Wealth Management, LLC",,,Salesforce
9607015,,James Miller,,,jmiller@argylecapital.net,,List import
10987821,Inactive Investor,Dean Schumann,,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",dean.schumann@equitable.com,,Salesforce
11189028,Inactive Investor,Michael Massrock,,"Osaic Wealth, Inc. Hudson FL Private Residence",,,Salesforce
10865328,Inactive Investor,Tony Bellucci,,LPL Financial LLC Sparks NV Private Residence,tony.bellucci@lpl.com,,Salesforce
10801252,Inactive Investor,David Deahl,Financial Advisor,"Wells Fargo Clearing Services, LLC Mishawaka IN 4101 Edison Lakes Pkwy",david.w.deahl@wellsfargoadvisors.com,,Salesforce
11051520,Inactive Investor,Timothy Kingsbury,Wealth Manager,"Veris Wealth Partners, LLC New York NY 17 State St",tkingsbury@veriswp.com,,Salesforce
10967658,Inactive Investor,Timothy Gieder,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10820864,Inactive Investor,Andrew Guarente,Financial Advisor,"Raymond James & Associates, Inc. Rockville MD 2101 Gaither Rd",andrew.guarente@raymondjames.com,,Salesforce
9586420,,Ashley Murphy,,,ashley@arete-ws.com,,List import
9641384,,Douglas Conrod,,,doug.conrod@gmail.com,,List import
9578709,,William Kriesel,,,wkriesel@etfidea.com,,List import
10833881,Inactive Investor,Benjamin Tener,Senior Investment Associate,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",ben.tener@rbc.com,,Salesforce
10984383,Inactive Investor,Joseph Kopacko,,J.P. Morgan Securities LLC Syracuse NY 801 James St,joseph.kopacko@chase.com,,Salesforce
10836623,Inactive Investor,Sanjay Mathur,,"RBC Capital Markets, LLC Irvine CA 400 Spectrum Center Dr",sanjay.mathur@rbc.com,,Salesforce
11009947,Inactive Investor,Matthew Reimann,,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
11100223,Inactive Investor,Jason May,,Cetera Advisor Networks LLC Hopkins MN 130 Cheshire Ln,mayj@ceteranetworks.com,,Salesforce
10785834,Inactive Investor,William Warnke,Co-Founder;Principal;Regulatory Contact;Treasurer;Vice President,Warnke/Nichols Ltd.,bwarnke@warnkenichols.com,,Salesforce
374720,,Andrew Copa,Chief Compliance Officer And Chief Financial Officer,"Glaxis Capital Management, Llc",acopa@glaxisllc.com,941-556-5333,Manual List Upload
10875222,Inactive Investor,Gary Nace,,State Farm VP Management Corp. Sellersville PA 101 Diamond St,gary.nace.jkeg@statefarm.com,,Salesforce
10868327,Inactive Investor,Douglas Sattler,,"Cambridge Investment Research, Inc. Queen Creek AZ 18521 E Queen Creek Rd",,,Salesforce
11007469,Inactive Investor,Bryan Nickow,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,bryan.nickow@morganstanley.com,,Salesforce
11286562,,Joshua Englin,,,joshuae_80@yahoo.com,2392582256,Web Form Fillout
9644240,,Arturo Lipio,,,artlipio@yahoo.com,,List import
11195611,Inactive Investor,Sarah Holmes,Client Relationship Manager,"Citizens Securities, Inc. Dearborn Heights MI 25350 Ford Rd",sarah.holmes@citizensbank.com,,Salesforce
10815855,Inactive Investor,Ansley Whatley,,"Concourse Financial Group Securities, Inc. Dothan AL 200 Grove Park Ln",ansley.whatley@concoursefinancial.com,,Salesforce
351392,,Emily Weir,Assistant Controller,"Transwestern Investment Management, Llc",emily.weir@transwesterninvest.com,214-572-9817,Manual List Upload
9594324,,Allen Osgood,,,al@finfree.com,,List import
11022798,Inactive Investor,Joshua Chandler,Financial Advisor,Metamorphic Capital Houston TX 845 Texas Ave,joshua@metamorphicapital.com,,Salesforce
10752644,Inactive Investor,Kelly Kinsley,Client Service Associate;Sales Assistant,Morgan Stanley Chicago IL 227 W Monroe St,kelly.jordan@morganstanley.com,,Salesforce
9642797,,Andreas Schlotter,,,schlotter.andreas@gmail.com,,List import
10807800,Inactive Investor,David Bunce,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Charleston SC 40 Calhoun St",david.bunce@ampf.com,,Salesforce
10946577,Inactive Investor,Gideon Coesens,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gideon.coesens@fidelity.com,,Salesforce
11242282,,Ivanna Bernal,,,ivannatybernal@gmail.com,,Web Form Fillout
10782624,Inactive Investor,Richard Burridge,Chief Executive Officer;Co-Chief Investment Officer;Executive Chairman;Founding Partner,"Curi RMB Capital, LLC",,,Salesforce
11029063,Inactive Investor,Bradley Shelton,,"FBL Marketing Services, LLC Claremore OK 1126 W Will Rogers Blvd",bradley.shelton@fbfs.com,,Salesforce
10980533,Inactive Investor,Arman Shakhnazaryan,,"Wells Fargo Clearing Services, LLC Studio City CA 12900 Ventura Blvd",armen.shakhnazaryan@wellsfargo.com,,Salesforce
10951828,Inactive Investor,Prince Bryant,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",prince.bryant@tiaa.org,,Salesforce
11036401,Inactive Investor,Liberty Streeter,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10942114,Inactive Investor,Brooks Porter,,J.P. Morgan Securities LLC San Antonio TX 18143 Blanco Rd,brooks.m.porter@jpmorgan.com,,Salesforce
11101202,Inactive Investor,Kieran Maloney,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",kj.maloney@nm.com,,Salesforce
11238543,Inactive Investor,Joe Lyons,,"TriCord Advisors, Inc.",joe@retirementunlimited.com,,Salesforce
9627987,,Usman Rahim,,,urahim@bgrdc.com,,List import
10982096,Inactive Investor,Kelly Lonergan,,"American Portfolios Financial Services, Inc. Osterville MA Private Residence",klonergan@americanportfolios.com,,Salesforce
10779556,Inactive Investor,Darin Beeghley,First Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,darin.beeghley@ubs.com,,Salesforce
7042091,,kiven k,,,vikingzzu@gmail.com,5614125717,Web Form Fillout
11115108,Inactive Investor,Richard Yuran,,"Osaic Wealth, Inc. Sea Bright NJ Private Residence",,,Salesforce
9602819,,Dave Kennedy,,,davekennedygaghana@gmail.com,,List import
10780276,Inactive Investor,Mitchell Walk,,"Kestra Investment Services, LLC Sarasota FL 1950 Ringling Blvd",,,Salesforce
10763012,Inactive Investor,Frederick Brown,,"Raymond James Financial Services, Inc. Muncie IN 200 S Walnut St",f.scott.brown@raymondjames.com,,Salesforce
10909434,Inactive Investor,Samuel Renken,Financial Advisor,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,,,Salesforce
761,,,,,jakeskillman167541@gmx.de,,
10817538,Inactive Investor,Corey Demers,,J.P. Morgan Securities LLC Irvine CA 4543 Campus Dr,corey.m.demers@chase.com,,Salesforce
10810152,Inactive Investor,Robert Costello,,LPL Financial LLC Marlton NJ 1 Holtec Dr,rob.costello@lpl.com,,Salesforce
10862889,Inactive Investor,Steven Coppola,,LPL Financial LLC Marlton NJ 750 Rte 73 S,steven.coppola@lpl.com,,Salesforce
10859385,Inactive Investor,Mark Faulkenberry,President,"Treehouse Financial, Inc",,,Salesforce
124694,,Robert Heksch,"Founding Partner, Wealth Advisor","Stratos Wealth Partners, Ltd",rheksch@stratoswp.com,440-505-5604,
11126541,Inactive Investor,Jason Sinkoff,Financial Advisor Associate,Morgan Stanley San Diego CA 101 W Broadway,,,Salesforce
11117886,Inactive Investor,Charles Hrissikopoulos,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",charles_hrissikopoulos@ml.com,,Salesforce
341589,,Maureen Drew,"Portfolio Manager, Senior Partner","Gagnon Securities, LLC",mdrew@gagnonsec.com,212-554-5020,Manual List Upload
11148496,Inactive Investor,Abby Lawson,,"Allstate Financial Services, LLC Spring TX 17552 Stuebner Airline Rd",abbylawson@allstate.com,,Salesforce
10974745,Inactive Investor,Mark Weathers,President,"Black Diamond Investment Group, Inc.",,,Salesforce
11007100,Inactive Investor,Xiaoyuan Weissman,,"Allstate Financial Services, LLC Syosset NY 125 Michael Dr",xweissman@allstate.com,,Salesforce
11094973,Inactive Investor,Ryan Rabinowitz,Client Advisor,"Legacy Advisors, LLC",rrabinowitz@legacyadvice.com,,Salesforce
10882154,Inactive Investor,Jenifer Dahir,Investment Advisor Representative,"Principal Securities, Inc. Omaha NE 1123 S 80th St",dahir.jenifer@principal.com,,Salesforce
10775372,Inactive Investor,Stephen Davis,Chief Technology Innovation Officer,R.T. Jones Capital Equities Management Inc.,sdavis@artesysonline.com,,Salesforce
9545121,,Lawrence Stawiarski,,,lstawiarski@anchor-capital.com,,List import
10909392,Inactive Investor,Gregory Silva,Financial Advisor,"Ameriprise Financial Services, LLC Middletown RI 26 Valley Rd",greg.silva@ampf.com,,Salesforce
11161624,Inactive Investor,Iris Diaz,Financial Advisor,"Wells Fargo Clearing Services, LLC Edinburg TX 1628 W University Dr",lizette.diaz@wellsfargo.com,,Salesforce
11096601,Inactive Investor,Sheetal Kelkar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,sheetal.kelkar@fidelity.com,,Salesforce
10945129,Inactive Investor,Brian Wallace,,Edward Jones Lockhart TX 219 S Commerce St,brian.wallace@edwardjones.com,,Salesforce
11030240,Inactive Investor,Marciano Almeda,,"Wells Fargo Clearing Services, LLC Pasadena CA 82 S Lake Ave",mico.almeda@wellsfargo.com,,Salesforce
11194984,Inactive Investor,Sarah Mcgrath,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11117249,Inactive Investor,Erica Owens,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,erica.owens@fidelity.com,,Salesforce
217188,,Robert Hackenberg,"President, Treasurer, Director, Chief Compliance Officer","Northeast Financial Group, Inc.",rhackenberg@nefginc.com,570-688-9898,Manual List Upload
10768764,Inactive Investor,William Sempolinski,,Commonwealth Financial Network South Easton MA 45 Bristol Dr,bsempolinski@commonwealth.com,508-297-2033,Salesforce
10981549,Inactive Investor,Michael Wong,,M. S. Howells & Co. Helena MT 825 Great Northern Blvd,,,Salesforce
10769303,Inactive Investor,Richard Malmberg,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10976597,Inactive Investor,Meng Wang,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,christina.m.wang@chase.com,,Salesforce
11053373,Inactive Investor,Thomas Ambrose,Chief Executive Officer;Chief Investment Officer;President,Ambrose Wealth Management,tambrose@ambrosewm.com,,Salesforce
10861634,Inactive Investor,Arash Ahmadpour,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Hockessin DE 5801 Limestone Rd",arash.ahmadpour@wellsfargo.com,,Salesforce
11019111,Inactive Investor,Shawna Retka,,"U.S. Bancorp Investments, Inc. Saint Cloud MN 1015 W Saint Germain St",,,Salesforce
10912755,Inactive Investor,Jeremy Rials,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jeremy_rials@vanguard.com,,Salesforce
9603166,,Kevin Searfoss,,,ksearfoss@waldronpw.com,,List import
11036239,Inactive Investor,Fermin Padilla,Vice President,"Cascade Investment Group, Inc.",fpadilla@ciginc.net,,Salesforce
10943755,Inactive Investor,George May,,"Osaic Wealth, Inc. Brandon FL 343 E Robertson St",,,Salesforce
9635986,,Steven Alexander,,,alexanders@pfm.com,,List import
11041491,Inactive Investor,Lawrence Gerst,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,larry.gerst.bzoz@statefarm.com,,Salesforce
10812091,Inactive Investor,Tomislav Kuzman,Financial Advisor,"Wells Fargo Clearing Services, LLC Anacortes WA 1018 8th St",tomislav.kuzman@wellsfargoadvisors.com,,Salesforce
10942842,Inactive Investor,Cassandra Depena,,LPL Financial LLC Astoria NY 3124 Ditmars Blvd,cassandra.depena@lpl.com,,Salesforce
10848171,Inactive Investor,Russell Richey,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11050549,Inactive Investor,Bryan Greenleaf,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
10804079,Inactive Investor,Ryan Nau,Financial Consultant,LPL Financial LLC Bonney Lake WA Private Residence,ryan.nau@lpl.com,,Salesforce
9594197,,Alexander Schmid,,,as@esocapital.com,,List import
10865034,Inactive Investor,Kyle Zake,Financial Planner,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",kyle.zake@equitable.com,,Salesforce
11033246,Inactive Investor,Mitul Modi,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",mitul.modi@empower.com,,Salesforce
10793236,Inactive Investor,Won Heo,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
9617368,,Greg Anderson,,,greg.anderson@mtyale.com,,List import
10906482,Inactive Investor,Charles Conner,,"Truist Investment Services, Inc. Sun City Center FL 1525 Rickenbacker Dr",,,Salesforce
11100865,Inactive Investor,Matthew Schanz,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",,,Salesforce
10890058,Inactive Investor,Kristin Marquardt,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11019326,Inactive Investor,Russell Wood,Chief Compliance Officer;Managing Principal,"Wood Family Wealth Advisory, LLC",,,Salesforce
9599018,,Bryson McClurkin,,,brysonmcclurkin@gmail.com,,List import
10817813,Inactive Investor,Kevin Collins,,State Farm VP Management Corp. Berwyn IL 6743 Pershing Rd,,,Salesforce
110325,,Marilyn Phillips-Smeltzer,,Lighthouse Family Dentistry,mpesperanza@aol.com,9018345320,Organic Search
9629066,,Pi Li,,,pierreli@gmail.com,,List import
11028299,Inactive Investor,Randolph Fulcher,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,rfulcher@ft.newyorklife.com,,Salesforce
11221684,,Katherine Edwards,,,katherine@mainstreetplanning.com,,List Import
22673,,Jason Long,Partner,Harris Associates L.P.,jlong@harrisassoc.com,1-312-621-0370,Database Upload
9582532,,Kevin Conard,,,kevin@planningretirements.com,,List import
10873035,Inactive Investor,Peter Mulholland,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milford MA 209 E Main St",peter.mulholland@ml.com,,Salesforce
10837845,Inactive Investor,Timothy Waterworth,,"Kestra Investment Services, LLC Grapevine TX Private Residence",,,Salesforce
10831706,Inactive Investor,Matthew McDaniel,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",matthew.l.mcdaniel@bofa.com,,Salesforce
11081368,Inactive Investor,Robert Casares,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9567458,,Rahinatou Nacro,,,rahinanacro@gmail.com,,List import
10898798,Inactive Investor,Nicolas LiVecchi,,"Founders Financial Alliance, LLC",nicolas.livecchi@foundersfa.com,,Salesforce
10985445,Inactive Investor,Matthew Workman,Wealth Management Advisor,"Apollon Wealth Management, LLC Denver CO 950 17th St",matt.workman@apollonwealth.com,,Salesforce
11151956,Inactive Investor,John Butterworth,,"American Portfolios Financial Services, Inc. Pittsford NY 65 Monroe Ave",jbutterworth@americanportfolios.com,,Salesforce
9602305,,neil handwerker,,,neil333404@gmail.com,,List import
11054960,Inactive Investor,Brandon Lav,,Fidelity Brokerage Services LLC,,,Salesforce
11220150,,Nina Gupta,,,ngupta@vcm.com,,Other
10789102,Inactive Investor,Harold Travis,,"Northwestern Mutual Investment Services, LLC Murray KY 1210 Johnson Blvd",david.travis@nm.com,,Salesforce
9573079,,Mary Cannon,,,mpcannon@ftbadvisors.com,,List import
11238187,Inactive Investor,Billy Bridgeman,,"DHG Wealth Advisors, LLC",billy.bridgeman@dhgwa.com,,Salesforce
11220071,,Marlon Suarez,,,msuarez@ingham.com,,Other
11102065,Inactive Investor,Lonnie Simpson,,"Osaic Wealth, Inc. Auburn AL 1859 Ogletree Rd",,,Salesforce
11254241,Inactive Investor,Jeanne Basso,,"Raymond James Financial Services, Inc. Franklin TN 7040 Carothers Pkwy",,,Salesforce
11071626,Inactive Investor,Arthur Gerry,Financial Advisor,"Osaic Wealth, Inc. Great Neck NY 98 Cuttermill Rd",,,Salesforce
11023922,Inactive Investor,Sandra Haman,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,sandra.haman@primerica.com,,Salesforce
10786754,Inactive Investor,Jeremy Cloutier,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,jeremy.j.cloutier@jpmorgan.com,,Salesforce
9555188,,Hai Nguyen Xuan,,,xuanhaimmoer@gmail.com,,List import
10829525,Inactive Investor,Jack Chite,,"Vanderbilt Securities, LLC Patchogue NY 197 E Main St",jchite@vanderbiltsecurities.com,,Salesforce
10856495,Inactive Investor,John McLaughlin,Financial Advisor,"Osaic Wealth, Inc. Marshfield MA 462 Plain St",,,Salesforce
10943409,Inactive Investor,Kenneth Gabriel,,"Osaic Wealth, Inc. Saint Clair Shores MI 22018 Harper Ave",,,Salesforce
10781858,Inactive Investor,Daniel Vasile,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,daniel_vasile@vanguard.com,,Salesforce
11178857,Inactive Investor,Katherine Ritter,Financial Services Representative,LPL Financial LLC Bozeman MT 315 Edelweiss Dr,katherine.ritter@lpl.com,,Salesforce
10877132,Inactive Investor,Kin Chin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",nick.chin@ml.com,,Salesforce
10979740,Inactive Investor,Bryan Butler,,"Allstate Financial Services, LLC Paso Robles CA 705 Golden Hill Rd",bryanbutler@allstate.com,,Salesforce
10893022,Inactive Investor,Judd Potts,,Stonex Securities Inc. Worthington OH Private Residence,judd.potts@saswealth.com,,Salesforce
11082332,Inactive Investor,Jeffrey Kolk,Financial Advisor,Edward Jones Hudsonville MI 7559 36th Ave,jeffrey.kolk@edwardjones.com,,Salesforce
11220036,,Carlos Gonzalez,,,cgonzalez@vaughannelson.com,,Other
10763630,Inactive Investor,Bobby Fogle,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",bobby.fogle@wellsfargoadvisors.com,,Salesforce
236228,, -,,[[Unknown]],joao_oliveira@outlook.de,,
11183918,Inactive Investor,Charles Myhre,,"Osaic Wealth, Inc. Waukesha WI Private Residence",,,Salesforce
10919659,Inactive Investor,Wayne Ferbert,Chief Compliance Officer;Managing Director;Managing Member,Alpha DNA Investment Management,wayne.ferbert@alphadnaim.com,,Salesforce
10816163,Inactive Investor,Simona Anschutz,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",simona.anschutz@wellsfargoadvisors.com,,Salesforce
9613369,,Thomas Van Vuren,,,tom@alleycompanyllc.com,,List import
11129346,Inactive Investor,Theresa Pfiester,Client Service Manager,"Sorfis Investments, LLC Pineville NC 12326 Agate Ln",theresa@sorfis.com,,Salesforce
11015875,Inactive Investor,Angelica Prescod,Financial Advisor,Edward Jones Scottsdale AZ 4250 N Drinkwater Blvd,angelica.prescod@edwardjones.com,,Salesforce
240044,,Brandon Boka,Personal Banker,Investment Management Group,bboka@stockmanbank.com,406-655-3960,Manual List Upload
11206665,Inactive Investor,Augustine Ezechi,Financial Advisor,LPL Financial LLC Lindenhurst NY 940 Rte 109,austin.ezechi@lpl.com,,Salesforce
9578028,,Daniel Consigli,,,dconsigli@yahoo.com,,List import
11128451,Inactive Investor,Nick Knapp,Investment Advisor Representative,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
11130384,Inactive Investor,Monty Kirby,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11147589,Inactive Investor,Arth Patel,,A.G.P / Alliance Global Partners New York NY 40 Wall St,apatel@allianceg.com,,Salesforce
11153826,Inactive Investor,Charles Ranich,,"MML Investors Services, LLC Crown Point IN 9800 Connecticut Dr",cranich@financialguide.com,,Salesforce
10998791,Inactive Investor,Ryan Hettinger,Financial Planner,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",ryan.hettinger@prudential.com,,Salesforce
10661716,,Christopher Golden,,,chris.golden@perpetual.com,,List Import
10820019,Inactive Investor,William Martin,Financial Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,bill.martin@glic.com,,Salesforce
206854,,Ryan Curran,,[Unknown],rcurran@triviumpoint.com,,source
10942239,Inactive Investor,Maria Nino,,"Wells Fargo Clearing Services, LLC Camarillo CA 487 Carmen Dr",maria.e.nino@wellsfargo.com,,Salesforce
10899551,Inactive Investor,Steven Davis,Financial Services Professional,"MML Investors Services, LLC Winston Salem NC 100 N Cherry St",stevenhdavis@financialguide.com,,Salesforce
11259914,Inactive Investor,John Howley,,Jefferies LLC,,,Salesforce
10617451,,Sandeep Mangal,,,sandeep.mangal@jpmorgan.com,,List Import
9562654,,Adam Skartvedt,,,askartvedt@massmutual.com,,List import
10944477,Inactive Investor,Clement Gerhardt,,State Farm VP Management Corp. Bismarck ND 201 N 19th St,clem.gerhardt.m1w2@statefarm.com,,Salesforce
10963419,Inactive Investor,Mason Cook,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
212317,,Scot Wilks,"Vice President, Wealth Planner",Fidelity Personal and Workplace Advisors,scot.wilks@fidelity.com,,
10813924,Inactive Investor,Paul Chisholm,Financial Advisor,Edward Jones Catonsville MD 516 N Rolling Rd,paul.chisholm@edwardjones.com,,Salesforce
11081678,Inactive Investor,Shawn Rogers,Chief Compliance Officer;Financial Advisor;Principal,Lifetime Capital Management Englewood CO 6312 S Fiddlers Green Cir,shawn@lifetime-capital.com,,Salesforce
9963017,,Errol Kalipersad,,,errol315@gmail.com,,Web Form Fillout
11092872,Inactive Investor,Anthony Rando,,"The Leaders Group, Inc.",,,Salesforce
10868565,Inactive Investor,Alyson Kerrigan,,Goldman Sachs & Co.,,,Salesforce
10618303,,Jacob Drescher,,,jacob.drescher@wellsfargoadvisors.com,,List Import
10940438,Inactive Investor,Landon Vanpatten,Financial Advisor,"Raymond James & Associates, Inc. Sumter SC 6 Law Range",landon.vanpatten@raymondjames.com,,Salesforce
11018942,Inactive Investor,Bryce Wandell,,"Silver Oak Securities, Incorporated Mount Joy PA 955 W Main St",bwandell@silveroaksecurities.com,,Salesforce
11001327,Inactive Investor,Justin Maroney,,"Raymond James Financial Services, Inc. Granbury TX 301 S Morgan St",justin.maroney@raymondjames.com,,Salesforce
10851174,Inactive Investor,Marcus Hanna,Director - Institutional Relationship Management,Key Investment Services LLC Chagrin Falls OH 8481 Washington St,marcus_w_hanna@kisinvestments.com,,Salesforce
10946043,Inactive Investor,Yichen Yang,,"RBC Capital Markets, LLC",,,Salesforce
11196290,Inactive Investor,Thomas Aaron,,State Farm VP Management Corp. Kennesaw GA 2305 Lewis St NW,tommy.aaron.bw46@statefarm.com,,Salesforce
350489,,Brent Gresham,Associate,Rock Hill Capital,bgresham@rockhillcap.com,713-715-7510,Manual List Upload
11004130,Inactive Investor,Silvester Thai,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",silvester.thai@nm.com,,Salesforce
10856037,Inactive Investor,Shawn Higgins,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,shawn.higgins.qldv@statefarm.com,,Salesforce
9580019,,Charles BELL,,,charles.bell2@btopenworld.com,,List import
10807446,Inactive Investor,Kenneth Watson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Kerrville TX 819 Water St",ken.watson@rbc.com,,Salesforce
11099573,Inactive Investor,Clinton Snead,Chief Compliance Officer;President,"Box Financial Advisors, LLC",clint.snead@boxfinancial.com,,Salesforce
10847759,Inactive Investor,Craig Langhofer,Financial Advisor,Edward Jones New Carlisle IN 229 W Chestnut St,craig.langhofer@edwardjones.com,,Salesforce
11106199,Inactive Investor,Lawrence Minogue,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 4151 Ashford Dunwoody Rd NE",larry.minogue@ampf.com,,Salesforce
11033556,Inactive Investor,Andrew Maxwell,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
11025517,Inactive Investor,Jolie Hornung,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,jolie.hornung.jvkc@statefarm.com,,Salesforce
10903006,Inactive Investor,Jackson Degiorgio,Client Service Associate;Registered Client Service Associate,Morgan Stanley Oak Brook IL 2211 York Rd,jack.degiorgio@morganstanley.com,,Salesforce
10877016,Inactive Investor,John Stoner,,LPL Financial LLC Show Low AZ 2707 S White Mountain Rd,,,Salesforce
10603798,,Oscar Alerhand,"Chief Executive Officer, Founding Partner, Managing Partner",Galileo Investment Management,oscar.alerhand@galileoinvestment.com,,List import
11074552,Inactive Investor,John Gagliardi,,LPL Financial LLC Leesburg VA 341 E Market St,john.gagliardi@lpl.com,,Salesforce
9647523,,Eugene Yin,,,ewang@wisdirect.com,,List import
10940880,Inactive Investor,Noah Hodes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",noah.hodes@ml.com,,Salesforce
11067155,Inactive Investor,Angela Fenton,,"World Choice Securities, Inc. Pleasant Grove UT 988 S Main St",,,Salesforce
11189138,Inactive Investor,Richard Jackson,Financial Advisor,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",richard.jackson@equitable.com,,Salesforce
10810910,Inactive Investor,Jason Brito,Financial Planner;Partner,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",jason.brito@lfg.com,,Salesforce
10994841,Inactive Investor,Aubrey Hagens,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9625187,,Patrick Akers,,,patrick.m.akers@gmail.com,,List import
10969174,Inactive Investor,Yocari Lara,Wealth Manager,"Western International Securities, Inc. Massapequa NY Private Residence",ylara@wisdirect.com,,Salesforce
9597634,,Richard Marchetta,,,rmarchetta@aol.com,,List import
10992811,Inactive Investor,Ryan Klaus,Investment Manager,Creative Planning,ryan.klaus@creativeplanning.com,,Salesforce
10927096,Inactive Investor,Samuel Gugliuzza,Financial Advisor,"MML Investors Services, LLC Buffalo NY 2372 Sweet Home Rd",sgugliuzza@financialguide.com,,Salesforce
10935676,Inactive Investor,Karen Parroco,Member;Partner,Canopus Wealth Management,,,Salesforce
11025234,Inactive Investor,Stephen Gerrald,Financial Advisor,Edward Jones Paris TX 350 N Collegiate Dr,stephen.gerrald@edwardjones.com,,Salesforce
11225906,,Dimitrios Roumeliotis,,Davenport & Company LLC,droumeliotis@investdavenport.com,,Web Form Fillout
10871473,Inactive Investor,Danna Rosenfield,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,danna.rosenfield@fidelity.com,,Salesforce
11060178,Inactive Investor,Megan Foard,Chief Investment Officer,"Verdence Capital Advisors, LLC",mhorneman@verdence.com,,Salesforce
11260603,Inactive Investor,Laurie Lakey,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Lake Oswego OR 5885 Meadows Rd",laurie.lakey@wfafinet.com,,Salesforce
9613200,,Lee Mowers,,,mowersleea@johndeere.com,,List import
9638323,,Horst Loeblich,,,hloeblich@coloradohealth.org,,List import
10988751,Inactive Investor,Leslie Ha,,"Farmers Financial Solutions, LLC West Covina CA 1730 W Cameron Ave",lha@farmersagent.com,,Salesforce
10648141,,Kristen Deevy,,,kristen.deevy@pensionmark.com,,List Import
11162313,Inactive Investor,Alex Ingram,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",alex.ingram@ml.com,,Salesforce
10924796,Inactive Investor,Dale Russell,,"Osaic Wealth, Inc. Rockledge FL 3188 Suntree Blvd",,,Salesforce
186524,,Ahmed Kotoko,,[Unknown],ahmed.kotoko@yahoo.fr,,source
11034617,Inactive Investor,Gabriel Riccomini,,PFS Investments Inc. Overland Park KS 8500 W 110th St,griccomini@primerica.com,,Salesforce
11164218,Inactive Investor,Brandy Fontenot,Financial Advisor,LPL Financial LLC Ville Platte LA 1301 W Lasalle St,brandy.fontenot@lpl.com,,Salesforce
10929783,Inactive Investor,Giacomo Manfredini,,"Farmers Financial Solutions, LLC La Grange IL 905 W Hillgrove Ave",gmanfredini@farmersagent.com,,Salesforce
9640249,,Yashiro Murata,,,ymurata5@bloomberg.net,,List import
9584328,,Junius West,,,j.west@fi.com,,List import
9554676,,Chris Sturm,,,christian.sturm@fidor.de,,List import
11159161,Inactive Investor,Arthur Newberry,,NYLIFE Securities LLC Macon GA 450 Northside Xing,anewberry@ft.newyorklife.com,,Salesforce
11134831,Inactive Investor,Lawrence Bethea,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11208622,Inactive Investor,Jason Carmack,,"Pensionmark Securities, LLC Katy TX 2610 Village Oak Dr",jason.carmack@pensionmark.com,,Salesforce
9568387,,Antonio -,,,blanco.frank9185@gmail.com,,List import
10897950,Inactive Investor,Melissa Thorpe,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",melissa.thorpe@tiaa.org,,Salesforce
10489230,,Stephanie Heinz,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",stephanie.heinz@wellsfargoadvisors.com,,List Import
11111507,Inactive Investor,Stephen Ruhmel,Investment Advisor Representative,LPL Financial LLC Ewing NJ Private Residence,stephen.ruhmel@lpl.com,,Salesforce
11080447,Inactive Investor,Melvin Girard,,Goldman Sachs & Co.,,,Salesforce
11158253,Inactive Investor,James Pflaum,,"Cambridge Investment Research, Inc. Warrenton VA 73 W Lee Hwy",,,Salesforce
10857242,Inactive Investor,Allan Haupert,,Kovack Securities Inc. Brookfield WI 13890 Bishops Dr,allan@kovacksecurities.com,,Salesforce
10960413,Inactive Investor,Tanner Barton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10864296,Inactive Investor,Michael McCormack,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",michael.mccormack@tfaconnect.com,,Salesforce
174161,,Scott Duba,,[Unknown],duba@apc-gp.com,,Content
10800517,Inactive Investor,Ronald Murphy,Financial Advisor,"The Strategic Financial Alliance, Inc. Larkspur CA Private Residence",rmurphy@thesfa.net,,Salesforce
9648480,,Korey Hanson,,,khanson223@gmail.com,,List import
9561108,,Rahil Patel,,,rpatel10@ft.newyorklife.com,,List import
10766025,Inactive Investor,Kelli Brown,Portfolio Associate,Morgan Stanley Salt Lake City UT 60 E South Temple,kelli.brown@morganstanley.com,,Salesforce
11152245,Inactive Investor,Kathleen Smith,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd",kathleen_k_smith@ml.com,,Salesforce
371751,,Kraig Kraft,,United States,kraigkraft@gmail.com,,Salesforce
10971011,Inactive Investor,Oscar Silva,,Cetera Investment Services LLC Mission TX 210 S Stewart Rd,,,Salesforce
11259889,Inactive Investor,Austin Lyons,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10978252,Inactive Investor,Rashad Cox,,J.P. Morgan Securities LLC New York NY 32 University Pl,rashad.cox@jpmorgan.com,,Salesforce
10999850,Inactive Investor,Michael Camp,Financial Advisor,LPL Financial LLC Albuquerque NM 6565 Americas Pkwy NE,mike.camp@lpl.com,,Salesforce
10894928,Inactive Investor,Jason Santos,Investment Advisor Representative,"Centaurus Financial, Inc. San Diego CA 1075 Rosecrans St",,,Salesforce
10758291,Inactive Investor,Mikenzi Bredehoft,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",mikenzi.bredehoft@ml.com,,Salesforce
139903,,Ryan Perry,,Personal Capital Advisors Corporation,ryan.perry@personalcapital.com,716-626-2500,
10959985,Inactive Investor,Michael Leffard,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,,,Salesforce
11081835,Inactive Investor,Emilie Mercer,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2110 N Oak St",emilie.temporal@wellsfargoadvisors.com,,Salesforce
10884574,Inactive Investor,Aaron Smaagaard,,"Great Valley Advisor Group, Inc. Saint Paul MN 652 Bielenberg Dr",asmaagaard@greatvalleyadvisors.com,,Salesforce
371777,,Hagoo Jeon,,South Korea,hkjeon77@daum.net,,Salesforce
5032159,,Delilah Parks,,,parksdelilah98@gmail.com,,Web Form Fillout
11079068,Inactive Investor,James Eby,Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",jim.eby@nm.com,,Salesforce
10868095,Inactive Investor,Gabriel Gallante,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner,Rockline Wealth Management LLC,gabriel.gallante@rocklinewealth.com,,Salesforce
10963235,Inactive Investor,Jonathan Jordan,Wealth Manager,Confluence Financial Partners,jonathan.jordan@confluencefp.com,,Salesforce
211974,,Kalpesh Patel,,[Unknown],kaldoc@gmail.com,,
10987618,Inactive Investor,Kevin Rodriguez,,Cetera Investment Services LLC New York NY 1430 Broadway,kevin.rodriguez@ceterainvestors.com,,Salesforce
10823879,Inactive Investor,Joseph Polanski,,Cetera Advisor Networks LLC Gainesville GA Private Residence,,,Salesforce
10919264,Inactive Investor,Carol Kinder,Financial Advisor,LPL Financial LLC Alexandria LA 1446 Dorchester Dr,carol.kinder@lpl.com,,Salesforce
10910454,Inactive Investor,Kelli Denney,Client Services Manager,"Armour Wealth Advisors, LLC",kelli@ragnarwealthmgt.com,,Salesforce
10885769,Inactive Investor,Chase Schaefer,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",chase.schaefer@raymondjames.com,,Salesforce
142676,,James McCormick,,PMD Advisory,jmccormick@pmdadvisory.com,205-986-0060,
1763803,,Mukesh Kumar,,,mkukeskumar8@gmail.com,,
218997,,Bar?s Aydemir,,[Unknown],baran82_1905@hotmail.com,,Direct
11091904,Inactive Investor,Marion Smith,,J.P. Morgan Securities LLC Troy MI 2155 W Big Beaver Rd,marion.smith@jpmorgan.com,,Salesforce
11163524,Inactive Investor,Jason Richmond,,"Osaic FS, Inc. Orlando FL 5401 S Kirkman Rd",,,Salesforce
10766651,Inactive Investor,Myron McLamb,First Vice President - Investments,Davenport & Company LLC Raleigh NC 3605 Glenwood Ave,dmclamb@investdavenport.com,,Salesforce
10948731,Inactive Investor,Bethany Thiesfeldt,Wealth Planning Associate,UBS Financial Services Inc. Tacoma WA 1145 Broadway,bethany.thiesfeldt@ubs.com,,Salesforce
11012490,Inactive Investor,Kaitlyn Plourde,Financial Advisor,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",kplourde@financialguide.com,,Salesforce
9576734,,Doug Jones,,,doug@precisionwealthstrategies.com,,List import
9617530,,Joris De Ceuster,,,joris_de_ceuster@yahoo.com,,List import
11010817,Inactive Investor,Keith Clark,,LPL Financial LLC Corpus Christi TX 14493 S Padre Island Dr,keith.clark1@lpl.com,,Salesforce
11060351,Inactive Investor,Wanda Murray,,LPL Financial LLC Burlington NC 348 Holly Hill Ln,wanda.murray@lpl.com,,Salesforce
9610574,,JINSOL NA,,,skwlsthfa@gmail.com,,List import
10615283,,Craig Moss,"Executive Director, Financial Advisor",,craig.moss@morganstanley.com,,List Import
11086043,Inactive Investor,Dwana Baumann,Analyst - Compliance,LPL Financial LLC San Diego CA 4707 Executive Dr,dwana.baumann@lpl.com,,Salesforce
10996199,Inactive Investor,Rocio Ghani,,J.P. Morgan Securities LLC Houston TX 600 Travis St,rocio.ghani@jpmorgan.com,,Salesforce
10996141,Inactive Investor,Andrew Reynolds,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",,,Salesforce
10883395,Inactive Investor,Gregory Cherry,,"Cambridge Investment Research, Inc. Belmont NC 32 N Main St",,,Salesforce
225551,, -,,[[Unknown]],zembil56@gmail.com,,Initial Salesforce Import
10895204,Inactive Investor,Scott Heess,Managing Member,"Meridian Asset Management, LLC",,,Salesforce
335458,,Matthew Liepert,Managing Director Chicago,Antares Capital Advisers Llc,matthew.liepert@antares.com,312-889-9920,Manual List Upload
344649,,William Mcevoy,"Director, Chief Financial Officer","Cantella & Co., Inc.",wmcevoy@joincantella.com,617-521-8630,Manual List Upload
11120342,Inactive Investor,David Mysliwiec,,"Equity Services, Inc. Albany NY 18 Computer Dr E",dmysliwiec@nationallife.com,,Salesforce
208464,,super Man,,United States,wmendez@cyzen.io,,
10606447,,Paris Riha,Wealth Manager,"Arch Global Advisors, LLC",Priha@archga.com,212-991-8807,
10843930,Inactive Investor,Andrea Hetrick,Financial Advisor,"Ameriprise Financial Services, LLC Reading PA 67 Commerce Dr",andrea.hetrick@ampf.com,,Salesforce
203215,,Dan Lewis,,[Unknown],dan.lewis1@comcast.net,,source
348775,,Amir Aviv,Manager,Gatewood Capital Management Llc,amir@gatewoodcapital.com,212-994-9590,Manual List Upload
10853457,Inactive Investor,Steve Napier,,Cetera Advisors LLC North Royalton OH 5171 Wallings Rd,steve.napier@ceteraadvisors.com,,Salesforce
10962108,Inactive Investor,Cristina Stratan,,"Wells Fargo Clearing Services, LLC Tampa FL 8902 Regents Park Dr",cristina.stratan@wellsfargo.com,,Salesforce
10845429,Inactive Investor,Mark Veenstra,Investment Advisor Representative,"DB & C Advisors, LLC",,,Salesforce
11201444,Inactive Investor,John Fisher,,"Avantax Investment Services, Inc. Branchville NJ 210 US Hwy 206 N",,,Salesforce
11184035,Inactive Investor,Archie Gatling,,PFS Investments Inc. Cumming GA 925 Sanders Rd,archie.gatling@primerica.com,,Salesforce
10658201,,Craig Horvath,,,craig.horvath@lpl.com,,List Import
10612067,,George Viebrock,"Financial Advisor, First Vice President, First Vice President - Wealth Management, Investment Management Consultant",,george.viebrock@morganstanley.com,,List Import
10929316,Inactive Investor,Michael Nicoletti,,Commonwealth Financial Network Wilton CT 195 Danbury Rd,mnicoletti@commonwealth.com,,Salesforce
10598001,Inactive Investor,Justin Albrecht,Certified Financial Planner,Justin Albrecht,,,Salesforce
10906484,Inactive Investor,Benedetto Agostino,,Cetera Investment Services LLC Camp Hill PA 2012 Market St,benedetto.agostino@ceterais.com,,Salesforce
9542361,,Steven Humphreys,,,candjhumphreys@gmail.com,,List import
11094597,Inactive Investor,Arsany Farag,,Stonex Securities Inc. Warren NJ 30 Independence Blvd,,,Salesforce
11155698,Inactive Investor,Carlos Anderson,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,ceanderson@ft.newyorklife.com,,Salesforce
9544105,,Albert Kerekes,,,aj.kerekesroofing@yahoo.com,,List import
11117292,Inactive Investor,Misti Brant Steichen,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,misti.steichen@primerica.com,,Salesforce
11002585,Inactive Investor,Jesus Lopez,,"Wells Fargo Clearing Services, LLC Gainesville FL 4210 NW 37th Pl",jesus.lopez@wellsfargo.com,,Salesforce
9566326,,Kyle Kappes,,,kkappes@intrinsicedge.com,,List import
9540579,,Christopher Gust,,Wolverine Asset Management,cgust@wolverinehedgefunds.com,,Database Upload
11010727,Inactive Investor,Kevin Ritzema,,MWA Financial Services Inc. Rockford MI 125 Courtland St,kevin.m.ritzema@mwarep.org,,Salesforce
10847645,Inactive Investor,Roxanne Watkins,,"VALIC Financial Advisors, Inc. Wenatchee WA 1014 5th St",roxanne.watkins@valic.com,,Salesforce
11151319,Inactive Investor,Ross Baumgarten,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Naples FL 800 Laurel Oak Dr",ross.baumgarten@rbc.com,,Salesforce
11100718,Inactive Investor,Charles Utz,Managing Director;Senior Resident Director - Wealth Management;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",charlie_utz@ml.com,,Salesforce
9564236,,Artem Grebenkin,,,agrebenkin@broex.io,,List import
10850389,Inactive Investor,Adam Thein,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,athein@rwbaird.com,,Salesforce
10921409,Inactive Investor,Erin Veith,,LPL Financial LLC Overland Park KS 4551 W 107th St,erin.veith@lpl.com,,Salesforce
11117081,Inactive Investor,Scott Horvath,,State Farm VP Management Corp. Windsor CO 1295 Main St,scott.horvath.mrp9@statefarm.com,,Salesforce
11213319,Inactive Investor,Aaron Shapiro,,First Liberties Financial,ashapiro@firstlibertiesfinancial.com,,Salesforce
11158167,Inactive Investor,James Engel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10818767,Inactive Investor,Shelby Hallford,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",shelby.hallford2@ml.com,,Salesforce
11232952,Inactive Investor,Juan Alban Castillo,,"Wells Fargo Clearing Services, LLC Hobe Sound FL 11800 SE Federal Hwy",,,Salesforce
10986948,Inactive Investor,Jared Pruitt,,"Kestra Investment Services, LLC Sherman TX 1800 Teague Dr",,,Salesforce
10987626,Inactive Investor,Daniel Mayer,Financial Consultant,Triumph Capital Management,danm@triumphcapitalmanagement.com,,Salesforce
9551185,,Brett Freese,,,brett@trustwellfa.com,,List import
336070,,Mike Bontrager,"Founder, Executive Chairman","Chatham Investment Advisors, Llc",mbontrager@chathamfinancial.com,610-925-3120,Manual List Upload
11200546,Inactive Investor,Morgan Lavender,,MWA Financial Services Inc. Gadsden AL 601 S 5th St,morgan.n.lavender@mwarep.org,,Salesforce
10977362,Inactive Investor,Elissa Huffman,,The Huntington Investment Company Medina OH 3460 Medina Rd,elissa.huffman@huntington.com,,Salesforce
9624368,,David. AGATIC,,,production@btresources.com.au,,List import
9636863,,Michael Schoffman,,,michael.schoffman@moneymatters.net,,List import
10883091,Inactive Investor,Daiana Celac,Private Banker,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,daiana.celac@jpmorgan.com,,Salesforce
370320,,Heather Titus,,United States,hawaiianlotus777@gmail.com,,Event
10915283,Inactive Investor,Kelly Clark,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,kelly.clark@fmr.com,,Salesforce
1927721,,Mukesh Sarraf,,,ms3826886@gmail.com,,
10789196,Inactive Investor,Randy Pludo,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Conshohocken PA 438 Fayette St",randy.pludo@wellsfargoadvisors.com,,Salesforce
9607307,,DMITRII STRUKOV,,,dmitry.strukov@outlook.com,,List import
9639982,,Philip Latham,,,philip.latham@flintshire.gov.uk,,List import
215089,,MR SID DESHPANDE,,[Unknown],sd725@yahoo.com,,Organic Search
10778874,Inactive Investor,Karen Moore,Senior Client Service Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,karen.moore@ubs.com,,Salesforce
9567822,,Margie Natividad,,,natividadmargie57@gmail.com,,List import
11152775,Inactive Investor,Donald Tapp,,"Avantax Investment Services, Inc. Glenwood Springs CO 1227 Grand Ave",tappd@myavantax.com,,Salesforce
10936924,Inactive Investor,Philip Michalek,Investment Advisor Representative;President,"PDM Investment Services, LLC",,,Salesforce
10821376,Inactive Investor,Thomas Rooney,,"Western International Securities, Inc. Massapequa NY Private Residence",trooney@wisdirect.com,,Salesforce
10603749,,Solita Marcelli,Chief Investment Officer,UBS Financial Services Inc.,bdemirel78@hotmail.com,,List Import
11190573,Inactive Investor,Michael Haley,Financial Advisor;Member;Senior Vice President,"Strategic Financial Management, LLC",,,Salesforce
11210147,Inactive Investor,Garnet Wahlund,Financial Professional,"Equitable Advisors, LLC Columbus OH 400 W Wilson Bridge Rd",garnet.wahlund@equitable.com,,Salesforce
10793953,Inactive Investor,Brian Kwiatkowski,,"Empower Financial Services, Inc Saint Charles MO Private Residence",brian.kwiatkowski@gwrs.com,,Salesforce
11097839,Inactive Investor,Juan Lopez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9625194,,Justin Thornton,,,thorntoncjustin@gmail.com,,List import
11002712,Inactive Investor,Joshua Turney,,State Farm VP Management Corp. Gallup NM 921 W Aztec Ave,,,Salesforce
11180878,Inactive Investor,Gary Lean,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",gary.lean@prudential.com,,Salesforce
222672,,Steven Suozzi,,[Unknown],suozzis1@gmail.com,,
346213,,Sharon Jackson,Reception,Tsa Management Inc,sjackson@hallidayfinancial.com,516-676-3332,Manual List Upload
10873465,Inactive Investor,Shane Kelly,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,shane.kelly@opco.com,,Salesforce
10658055,,Diane Laube,,,dlaube@williamblair.com,,List Import
11038759,Inactive Investor,Abrianna Means,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",abrianna.means@bernstein.com,,Salesforce
11166817,Inactive Investor,Alexandra Gooden,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,alexandraa.gooden@primerica.com,,Salesforce
11165739,Inactive Investor,Mahua Chakraborty,Financial Professional,"Equitable Advisors, LLC Deerfield IL 1751 Lake Cook Rd",mahua.chakraborty@equitable.com,,Salesforce
119323,,Arthur Littlefield,Estate and Succession Planning Specialist,Lincoln Financial Advisors Corporation,art.littlefield@lfg.com,,
240406,,Walter Lohmann,,[Unknown],lohmawe@yahoo.com,,Direct
9629391,,Deri Hughes,,,derihughes@gmail.com,,List import
9628447,,Nathan Gilman,,,ncglmn@aol.com,,List import
11093233,Inactive Investor,Geoffrey Silver,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",geoffrey.silver@wellsfargoadvisors.com,,Salesforce
10937499,Inactive Investor,Steven Schlosberg,,"Osaic Wealth, Inc. Port Hueneme CA Private Residence",,,Salesforce
10975202,Inactive Investor,Austin Parker,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,aparker04@ft.newyorklife.com,,Salesforce
767,,,,,fredmiller@250ko.com,,
9547905,,Cody NA,,,codyw5887@gmail.com,,List import
11159218,Inactive Investor,William Hahn,,"The Leaders Group, Inc. Bradenton FL 1201 6th Ave W",bill.hahn@leadersgroup.net,,Salesforce
9629658,,Roman Khrushch,,,info@alphemy.capital,,List import
11237228,Inactive Investor,Rafael De Izcue,Chief Investment Officer,LXG Wealth Advisory LLC,,,Salesforce
11024191,Inactive Investor,Kevin Tucker,,"Wells Fargo Clearing Services, LLC",kevin.tucker@wellsfargoadvisors.com,,Salesforce
92461,,Reed Gorden,Managing Director,"Deerpath Capital Management, LP",rvangorden@deerpathcapital.com,1-312-257-3180,Database Upload
9580523,,Matthew Saenger,,,matt.saenger@greensquarecap.com,,List Import
10820451,Inactive Investor,George Elkin,,Cetera Advisor Networks LLC Bohemia NY 3920 Veterans Memorial Hwy,gelkin@americanportfolios.com,,Salesforce
11106808,Inactive Investor,Stephen White,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,steve.white@rockco.com,,Salesforce
11183425,Inactive Investor,Ferlincia Patterson,,State Farm VP Management Corp. Warrior AL 209 Louisa St,ferlincia.patterson.jm6t@statefarm.com,,Salesforce
46593,,Mark Murphy,Vice President,Fidelity Personal and Workplace Advisors,mark.murphy@fidelity.com,,
11056426,Inactive Investor,Stephanie Valsted,Wealth Management Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,stephanie.valsted@morganstanley.com,,Salesforce
10816479,Inactive Investor,Steven Weinkle,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,sweinkle@ft.newyorklife.com,,Salesforce
10925245,Inactive Investor,Nicholas Curtis,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",nicholas.curtis@nm.com,,Salesforce
10845914,Inactive Investor,Laura Long,Partner;Senior Financial Advisor,LPL Financial LLC Davidson NC 559 Davidson Gateway Dr,laura.long@wellsfargoadvisors.com,,Salesforce
333372,,Dan Lebeau,,Washington Trust/Weston Financial,delebeau@washtrust.com,,Manual List Upload
10893724,Inactive Investor,Garrett Rusch,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",garrett.rusch@ml.com,,Salesforce
11201862,Inactive Investor,Michael Quinteros,,Ally Invest Securities LLC Yorktown Heights NY Private Residence,,,Salesforce
9583931,,'?? '?,,,1107153969@qq.com,,List import
9558338,,Ansermo Arthur,,,darthur1621@mac.com,,List import
11034623,Inactive Investor,Jaime Valentini,,"First Heartland Capital, Inc. Anaconda MT 120 Oak St",jvalentini@firstheartland.com,,Salesforce
10930265,Inactive Investor,Ahmed Gheith,,"Ceros Financial Services, Inc. Staten Island NY Private Residence",agheith@cerosfs.com,,Salesforce
6429277,,Ut Todor Sabin,,,tetyzotodor@gmail.com,,Web Form Fillout
10922111,Inactive Investor,Samuel Byrum,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",samuel.byrum@nm.com,,Salesforce
9622754,,Roberto Garrone,,,info@bamboos-consulting.com,,List import
11131782,Inactive Investor,Debra Verdi,Financial Planner,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",dverdi@financialguide.com,,Salesforce
11045140,Inactive Investor,Corey Bierl,,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",corey.bierl@lfg.com,,Salesforce
336919,,Matt Gulseth,Partner,Caissa Wealth Strategies,mgulseth@channel-financial.com,952-777-2270,Manual List Upload
10986275,Inactive Investor,Sondra McVeigh,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",mcveigh.sondra@principal.com,,Salesforce
10813765,Inactive Investor,John Resch,Branch Manager,Morgan Stanley Geneva NY 821 Pre Emption Rd,john.resch@morganstanley.com,,Salesforce
11119447,Inactive Investor,Malcolm Huckaby,,"Capitol Securities Management, Inc. Bristol CT Private Residence",mhuckaby@capitolsecurities.com,,Salesforce
11179691,Inactive Investor,Gregory Wagner,Financial Advisor,"Raymond James & Associates, Inc. Westminster MD 12 Locust Ln",gregory.wagner@raymondjames.com,,Salesforce
10874377,Inactive Investor,Nicholas Crosta,Vice President,"RBC Capital Markets, LLC Seattle WA 401 Union St",nic.crosta@rbc.com,,Salesforce
9605047,,Ryan Forry,,,rforry@lubertadler.com,,List import
11051590,Inactive Investor,Edward Hoyt,Chief Investment Officer;Director - Investments,"Shilanski & Associates, Inc.",edward@shilanski.com,,Salesforce
10885982,Inactive Investor,Joseph Stark,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9540677,,Edward Verling,,,edverling@gmail.com,,List Import
11092838,Inactive Investor,Jason Van Noy,,"Allstate Financial Services, LLC Rancho Cucamonga CA 7168 Archibald Ave",jasonvannoy@allstate.com,,Salesforce
9587564,,sergen akcagün,,,sergentrane@hotmail.com,,List import
11147282,Inactive Investor,Arthur Stover,,"Allstate Financial Services, LLC Waxhaw NC 703 W South Main St",arthurstover@allstate.com,,Salesforce
10962438,Inactive Investor,Amy Haulk,,State Farm VP Management Corp. Carmel IN 248 E Carmel Dr,amy.haulk.vacuqk@statefarm.com,,Salesforce
11120931,Inactive Investor,Jamie Dodge,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9592650,,Martin Watkins,,,martin@afs-inc.org,,List import
9610687,,DAMIAN MCALLISTER,,,kallistyles@yahoo.com,,List import
10764866,Inactive Investor,Gregory D'Aigle,Financial Advisor,"Pruco Securities, LLC. Lafayette LA 500 Dover Blvd",gregory.daigle@prudential.com,,Salesforce
69084,,Carl Lee,,"Thoroughbred Financial Services, LLC",cvlee@thoroughbredfinancial.com,731-668-8434,
9605496,,Omar Sanders,,,omar_k_sanders@vanguard.com,,List import
10912036,Inactive Investor,Matthew Woodlief,Compliance Officer;Investment Advisor Representative;Operations Manager;Regulatory Contact,Private Wealth Management of North Carolina LLC Raleigh NC 134 Wind Chime Ct,matt@pwmofnc.com,,Salesforce
11084303,Inactive Investor,Shakir Kaka,,"Kestra Investment Services, LLC",,,Salesforce
10814835,Inactive Investor,Thomas Dixon,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport TN 7 Sheridan Sq",thomas_dixon@ml.com,,Salesforce
10824497,Inactive Investor,Gerard Melley,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,gerard.melley@ubs.com,,Salesforce
346985,,Damon Gonzalez,"Chief Compliance Officer, President",Domestique Capital LLC,damon@domestiquecap.com,214-215-2348,Manual List Upload
11016724,Inactive Investor,Alfonso Gonzalez-Rodriguez,,PFS Investments Inc. Guaynabo Calle Romerillo,agonzalez-rodriguez@primerica.com,,Salesforce
11054957,Inactive Investor,Connor Hubert,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
231883,, -,,[[Unknown]],kgsskinner@gmail.com,,
10885012,Inactive Investor,Amie Brower,Director - Financial Planning,Commonwealth Financial Network Guilford CT 2514 Boston Post Rd,abrower@commonwealth.com,,Salesforce
11041540,Inactive Investor,Bo Tian,,J.P. Morgan Securities LLC Manhasset NY 2111 Northern Blvd,bo.tian@chase.com,,Salesforce
10995512,Inactive Investor,Emily Wernly,Financial Planning Manager,Janney Montgomery Scott LLC,ewernly@janney.com,,Salesforce
10912824,Inactive Investor,Max Huebner,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
10824998,Inactive Investor,David Williams,,"Prospera Financial Services, Inc.",david.williams@prosperafinancial.com,,Salesforce
10940157,Inactive Investor,Frederick Ctibor,Financial Advisor,LPL Financial LLC Lilburn GA 4382 Lawrenceville Hwy NW,frederick.ctibor@lpl.com,,Salesforce
9615126,,Daniil Saed,,,rider-96@mail.ru,,List import
11176070,Inactive Investor,Brian Hackmeister,,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",,,Salesforce
11221725,,Todd Buechs,,,todd.buechs@bernstein.com,,List Import
10947577,Inactive Investor,Joel Turransky,,J.P. Morgan Securities LLC Winter Springs FL 1210 E State Road 434,joel.turransky@jpmorgan.com,,Salesforce
10849133,Inactive Investor,John Jones,Managing Member;Wealth Advisor,Wisdom Planning Group,,,Salesforce
10801087,Inactive Investor,Timothy Kane,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",timothy_kane@ml.com,,Salesforce
11138879,Inactive Investor,Brett Weshner,,"Farmers Financial Solutions, LLC El Dorado Hills CA 4993 Golden Foothill Pkwy",,,Salesforce
11112698,Inactive Investor,Timothy Drawdy,,"Empower Financial Services, Inc Columbia SC 200 Arbor Lake Dr",timothy.drawdy@empower.com,,Salesforce
9543859,,Valentina Bren-Buzil,,,ceomyreply@gmail.com,,List import
11137260,Inactive Investor,Tyree Davis,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11189280,Inactive Investor,Judy Diaz Delgado,,Lincoln Investment,jdiaz-delgado@lincolninvestment.com,,Salesforce
10846851,Inactive Investor,Lewis Cabrera,Vice President,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,,,Salesforce
11084737,Inactive Investor,Michael Zelisko,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",michael.zelisko@prudential.com,,Salesforce
9629302,,Balder Bomans,,,bbomans@gmail.com,,List import
11202370,Inactive Investor,Danielle Reed,,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,dreed@primerica.com,,Salesforce
11108735,Inactive Investor,Ivan Breger,,LPL Financial LLC Marina del Rey CA 13400 Washington Blvd,ivan.breger@lpl.com,,Salesforce
9626518,,Adam Djamaa,,,djamaa0207@gmail.com,,List import
10886519,Inactive Investor,Alfredo Reyes,Senior Client Associate,Neuberger Berman BD LLC Los Angeles CA 10100 Santa Monica Blvd,alfredo.reyes@nb.com,,Salesforce
11129777,Inactive Investor,Matthew Bromelkamp,Financial Advisor,Edward Jones Saint Paul MN 7300 147th St W,matt.bromelkamp@edwardjones.com,,Salesforce
9622913,,Alexandre Fonseca,,,alexandre.fonseca14@gmail.com,,List import
10865842,Inactive Investor,Kristen Koesters,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10952167,Inactive Investor,Raelynn Austin,,"Principal Securities, Inc.",austin.raelynn@principal.com,,Salesforce
9586392,,Kendrick May,,,bluedragon4591@yahoo.com,,List import
10645721,,Molly Dierks,,,molly.dierks@raymondjames.com,,List Import
11180745,Inactive Investor,Craig Kirkpatrick,,Compass Securities Corporation Riverside IA Private Residence,,,Salesforce
162767,,Ting Yu Chang,,[Unknown],chang.tingyuu@gmail.com,,
11236201,Inactive Investor,Daniel Malloy,Client Service Associate,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,daniel.malloy@morganstanley.com,,Salesforce
10964804,Inactive Investor,Andrew Lippert,Chief Compliance Officer;Founder;Wealth Manager,Simplified Wealth LLC,,,Salesforce
9586533,,Christopher Bor,,,christopher.bor@securitiesamerica.com,,List import
10788196,Inactive Investor,Scott Wilson,,Fidelity Brokerage Services LLC Boise ID 7940 W Rifleman St,scott.wilson@fidelity.com,,Salesforce
333628,,Sandra Mitchell,,Mercer Global Advisors Inc.,smitchell@merceradvisors.com,(866) 766-4015,
10945908,Inactive Investor,Chad Kappes,,The Huntington Investment Company Indianapolis IN 45 N Pennsylvania St,chad.kappes@huntington.com,,Salesforce
11203803,Inactive Investor,Shakeil Becker,,Cetera Advisor Networks LLC New York NY 101 Park Ave,,,Salesforce
11166795,Inactive Investor,Amberlie Mccutchan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9612716,,crypto cabra,,,cryptocabra@protonmail.com,,List import
9559218,,chun cheong,,,adamquanzhang@hotmail.com,,List import
9561990,,Artiona Bogo,,,artiona.bogo@gmail.com,,List import
206961,,Gauthier Lalande,,[Unknown],gauthier.lalande@gmail.com,,
9569462,,Evan Kvittem,,,ekvittem@sagepointadvisor.com,,List import
10961706,Inactive Investor,Benjamin Keith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11157042,Inactive Investor,James Keenan,Owner;President;Shareholder,Keenan Private Wealth Management,jim@keenanpwm.com,,Salesforce
10980377,Inactive Investor,Trang Le,,J.P. Morgan Securities LLC Houston TX 10997 Scarsdale Blvd,trang.le@jpmorgan.com,,Salesforce
10791959,Inactive Investor,Sara Doutt,Director;Private Banker,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
10824186,Inactive Investor,Alfred Benton,Investment Advisor Representative,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",peggy.benton@lfg.com,,Salesforce
11129876,Inactive Investor,Andres Franco,,"Charles Schwab & Co., Inc. Scottsdale AZ 11120 E Mission Ln",,,Salesforce
10772667,Inactive Investor,Gregory Schield,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wausau WI 903 S 17th Ave",gregory.h.schield@ampf.com,,Salesforce
9588975,,Jose Osterling,,,josterling@mac.com,,List import
10780155,Inactive Investor,Mericar Escobar,Senior Client Associate;Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",mericar.ocampo@ml.com,,Salesforce
11181056,Inactive Investor,Hilton Hale,,NYLIFE Securities LLC Columbus OH 897 E 11th Ave,hihale@ft.newyorklife.com,,Salesforce
10916768,Inactive Investor,Leonardo Nunez,Financial Advisor;Managing Member,"Everest Financial Advisors, LLC",,,Salesforce
10937213,Inactive Investor,Sarah Thomas,,"Raymond James & Associates, Inc. Warrior AL Private Residence",sarah.thomas@raymondjames.com,,Salesforce
9634605,,Joe Arena,,,jarena@brightonsecurities.com,,List import
9626357,,deepash katal,,,deepashkatal@gmail.com,,List import
10488161,,Rebecca Lore,Senior Client Service Associate,Morgan Stanley,rebecca.poff@morganstanley.com,,List Import
10986410,Inactive Investor,Yukteswar Romero,Group Manager;Senior Investment Advisor,Fisher Investments,,,Salesforce
10793571,Inactive Investor,Joseph Plourde,Financial Consultant,"Equitable Advisors, LLC Sparta NJ 215 Lafayette Rd",joseph.plourde@equitable.com,,Salesforce
10774635,Inactive Investor,Michael Book,,"MML Investors Services, LLC New York NY 90 Park Ave",mbook@massmutual.com,,Salesforce
10755417,Inactive Investor,Richard Bagley,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Newport News VA 11817 Canon Blvd",richard.bagley@wellsfargoadvisors.com,,Salesforce
174375,,Barbara Bishop,,[Unknown],barbarabishop220@gmail.com,,
11133291,Inactive Investor,Robert Parks,Financial Advisor,Edward Jones Americus GA 201 W Lamar St,robert.parks@edwardjones.com,,Salesforce
9593848,,Patrick Sittner,,,psittner@carsoninstitutional.com,,List import
10998183,Inactive Investor,Ashleigh Kester,,"Empower Financial Services, Inc",ashleigh.kester@empower.com,,Salesforce
11117447,Inactive Investor,David Beckham,,PFS Investments Inc. Abilene TX 4601 Buffalo Gap Rd,david.beckham@primerica.com,,Salesforce
10611827,,Thanh Tran,Financial Advisor,,tran22@me.com,,List Import
248627,,MANUEL ALEJANDRO FERNANDEZ UTRERA,Especialista en telecomunicaciones,SONDA,alejandrofern43@gmail.com,,Manual List Upload
9642867,,Matthew Rasche,,,mrasche@gmail.com,,List import
11084862,Inactive Investor,Jason Harper,,"Wells Fargo Clearing Services, LLC",jason.p.harper@wellsfargoadvisors.com,,Salesforce
10791964,Inactive Investor,Sergius Ogden,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,togden@rwbaird.com,,Salesforce
9601761,,Christine Dehmel,,,christine.dehmel@gmail.com,,List import
10895362,Inactive Investor,Rebecca Weiss,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10946760,Inactive Investor,Rose Raphael,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",,,Salesforce
10795702,Inactive Investor,Deborah Masiello-Ham,,UBS Financial Services Inc. Portland ME 1 City Ctr,debra.masiello@ubs.com,,Salesforce
11073997,Inactive Investor,Rebecca Devereux,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",rebecca_devereux@ml.com,,Salesforce
10509994,,Jeff Chang,President | Co-Founder,Vest Financial,jchang@vestfin.com,,List Import
11083809,Inactive Investor,Daniel Bresky,,Goldman Sachs & Co.,,,Salesforce
10838887,Inactive Investor,Vrajlal Sutaria,,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",vrajlal.sutaria@transamerica.com,,Salesforce
10991143,Inactive Investor,Victor Calise,Senior Wealth Advisor,AlphaCore Capital LLC,vcalise@alphacorecap.com,,Salesforce
10953556,Inactive Investor,Emmanuel Machamire,Client Development Professional;Investment Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,emmanuel.machamire@jpmorgan.com,,Salesforce
11080959,Inactive Investor,Jonathon Gonzales,Financial Advisor,"Wells Fargo Clearing Services, LLC Redlands CA 27480 W Lugonia Ave",jonathon.m.gonzales@wellsfargo.com,,Salesforce
11165264,Inactive Investor,Whitney Reynolds,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11092409,Inactive Investor,Anthony Schock,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,aschock@rwbaird.com,,Salesforce
10840566,Inactive Investor,Neil Reinhardt,Financial Advisor,Edward Jones Fort Collins CO 2001 S Shields St,neil.reinhardt@edwardjones.com,,Salesforce
10976858,Inactive Investor,David Harllee,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",david.harllee@tiaa.org,,Salesforce
11103884,Inactive Investor,Joseph Police,Chief Compliance Officer;Managing Partner,Red Night Capital LLC,joseph@rednightcapital.com,,Salesforce
11186453,Inactive Investor,Susan Ellis,,"Osaic Wealth, Inc. Palmer AK 541 S Cobb St",,,Salesforce
11002718,Inactive Investor,David Parks,Chief Compliance Officer;Senior Wealth Advisor,"Dean Dorton Wealth Management, LLC",dparks@deandorton.com,,Salesforce
244432,,Jon Ferris,ETF Specialist,Invesco,jon.ferris@invesco.com,12676669726,Manual List Upload
11190441,Inactive Investor,Johanna Robledo,Registered Client Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
194708,,kammeron smart,,[Unknown],y2kamit3@gmail.com,,source
11200223,Inactive Investor,Michael Perri,,"Equitable Advisors, LLC Shelton CT 3 Corporate Dr",michael.perri@equitable.com,,Salesforce
11141847,Inactive Investor,Colleen Galarza,,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",colleen.galloway@wellsfargoadvisors.com,,Salesforce
11086732,Inactive Investor,Stephen Jury,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,stephen.a.jury@jpmorgan.com,,Salesforce
11065433,Inactive Investor,John Vergara,,"W&S Brokerage Services, Inc. West Chester OH 9050 Centre Pointe Dr",,,Salesforce
11236098,Inactive Investor,Nathan Ciolek,,"Osaic Wealth, Inc. Tacoma WA 3318 Bridgeport Way W",,,Salesforce
10816408,Inactive Investor,Amandus Frey,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",,,Salesforce
10606680,,Hrvoje Landeka,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",hrvoje.landeka@ml.com,973-912-3075,List Import
11010669,Inactive Investor,Kiah Kalweit,,"Empower Financial Services, Inc",kiah.kalweit@empower.com,,Salesforce
11025031,Inactive Investor,Thomas Couture,,LPL Financial LLC Montpelier VT 1 Bailey Ave,thomas.couture@lpl.com,,Salesforce
11108225,Inactive Investor,Alan Tucker,Financial Advisor,LPL Financial LLC Hoffman Estates IL 2300 Barrington Rd,alan.tucker@lpl.com,,Salesforce
10833039,Inactive Investor,Mark Magruder,,"Geneos Wealth Management, Inc. Douglassville PA 978 Ben Franklin Hwy E",,,Salesforce
11236021,Inactive Investor,Andrew Stenzel,Financial Advisor;Lead Advisor,Lord and Richards,,,Salesforce
10935352,Inactive Investor,Stephen Duck,Director - Wealth Management;President,G. Allen Financial Inc.,stephen@gallenfinancial.com,,Salesforce
10880751,Inactive Investor,Evan Rush,Financial Advisor,Edward Jones Jenks OK 611 E Main St,evan.rush@edwardjones.com,,Salesforce
11200644,Inactive Investor,Michael Kelly,Chief Investment Officer;Chief Wealth Strategist;Member;President;Principal,Empirical Wealth Management Portland OR 805 SW Broadway,mkelly@empirical.net,,Salesforce
10762067,Inactive Investor,Daniel Bryant,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Salt Lake City UT 60 E South Temple,daniel.bryant@morganstanley.com,,Salesforce
11178580,Inactive Investor,Luciano Alvarez,,J.P. Morgan Securities LLC Orange City FL 2596 Enterprise Rd,luciano.j.alvarez@chase.com,,Salesforce
9580832,,dinesh kumar,,,qssdirection@gmail.com,,List import
10811294,Inactive Investor,Charles Trachsel,,"Cambridge Investment Research, Inc. Saint Peters MO 1 Mid Rivers Mall Dr",,,Salesforce
10795142,Inactive Investor,Sean Sprinkle,Managing Member;Owner,Sprinkle Financial Consultants LLC,,,Salesforce
10767433,Inactive Investor,Aryeh Wolf,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,wolfa@ceteranetworks.com,,Salesforce
10913370,Inactive Investor,Philip Wilson,Chief Compliance Officer;Principal,Wilson Financial Group,,,Salesforce
10859260,Inactive Investor,Andrew Randak,,Snowden Account Services LLC New Haven CT 265 Church St,arandak@snowdenlane.com,,Salesforce
11167978,Inactive Investor,Ashley Chmiel,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
10920067,Inactive Investor,Jason Turnbull,,"Wells Fargo Advisors Financial Network, LLC Gaithersburg MD 9801 Washingtonian Blvd",,,Salesforce
10969026,Inactive Investor,Peter Mcfarland,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
249179,,Polyvios Pararas,Attorney at Law,Pararas & Associates Law Office,polyviospararas@yahoo.com,,Manual List Upload
11011274,Inactive Investor,Jake Lebahn,,"OFG Financial Services, Inc. Topeka KS 5100 SW 10th Ave",jakelebahn@ofgfinancial.com,,Salesforce
11012241,Inactive Investor,Benjamin Snyder,,NYLIFE Securities LLC Edison NJ 379 Thornall St,bsnyder00@ft.newyorklife.com,,Salesforce
10661406,,Erice Cervantes,,,ecc@invcons.com,,List Import
10750377,Inactive Investor,Antonio Salgado,,PFS Investments Inc. San Juan 19 Calle Acuario,,,Salesforce
10781884,Inactive Investor,Oscar Casas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,oscar.casas@fidelity.com,,Salesforce
9607671,,Tom Baetens,,,baetenstom0@gmail.com,,List import
11110278,Inactive Investor,Daniel Montesinos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Herriman UT 4573 W Partridge Hill Ln",daniel.montesinos@ml.com,,Salesforce
10779872,Inactive Investor,Stanley Paddock,,GWN Securities Inc. Castleton on Hudson NY 1537 Columbia Tpke,spaddock@gwnsecurities.com,,Salesforce
10867233,Inactive Investor,Kris Fischer,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,kris.fischer@thrivent.com,,Salesforce
9554774,,Norbert Bissmeyer,,,bissmeyer.lee@principal.com,,List import
10768146,Inactive Investor,Keith Schlingheyde,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Hamden CT 2321 Whitney Ave",keith.schlingheyde@benjaminfedwards.com,,Salesforce
10955197,Inactive Investor,Amanda Whitlock,Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",amanda.whitlock@wellsfargo.com,,Salesforce
10932913,Inactive Investor,Jenifer Castellano,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",jenifer.castellano@nm.com,,Salesforce
9637696,,Eckhart Richter,,,erichter@ssamllc.com,,List import
9560194,,Channareth Prum,,,prum_channareth@yahoo.com,,List import
66432,,Christopher Demetriou,Chief Executive Officer,Abrdn Inc.,chris.demetriou@aberdeen-asset.com,215-405-5700,Manual List Upload
11022705,Inactive Investor,Caryn Minns,,Rockefeller Financial LLC Palm Beach Gardens FL 3835 Pga Blvd,cminns@rockco.com,,Salesforce
11184798,Inactive Investor,Evan Compton,Chief Compliance Officer;President;Vice President - Sales,"TruFinancial Registered Investment Advisory Services, Inc",,,Salesforce
11217382,,Lesley Pinckard,,,lesley.pinckard@mutualofomaha.com,,Other
11220674,,Joshua Nelson,,,jnelson@transamerica.com,,Other
10960942,Inactive Investor,Donald Russell,,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,drussell@primerica.com,,Salesforce
9547995,,Samuel Youn,,,samyoun@gmail.com,,List import
10976024,Inactive Investor,Hazel Rios,,J.P. Morgan Securities LLC New York NY 410 Park Ave,hazel.rios@jpmorgan.com,,Salesforce
10992805,Inactive Investor,Yesenia Robinson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",yesenia.robinson@schwab.com,,Salesforce
9610784,,Amanda Huang,,,9022amanda@gmail.com,,List import
10850600,Inactive Investor,Richard Wilkinson,Financial Planner;Partner;Wealth Manager,WorthPointe Bedford TX 1600 Airport Fwy,rick.wilkinson@wpwm.com,,Salesforce
11220524,,Joshua King,,,joshua.king@empower.com,,Other
9611908,,Karim Néhari,,,karim.nehari@gmail.com,,List import
10867897,Inactive Investor,Daniel Oberkofler,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11006876,Inactive Investor,Christopher Grandieri,Private Wealth Advisor;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
11128529,Inactive Investor,Shawn Chapman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fleming Island FL 5000 US Hwy 17",shawn.chapman@ml.com,,Salesforce
11185604,Inactive Investor,Melinda Wooten,,PFS Investments Inc. Minneapolis MN 8400 Normandale Lake Blvd,melinda.lewis@primerica.com,,Salesforce
10852128,Inactive Investor,Stephanie Wilmsmeyer,,State Farm VP Management Corp. Columbia MO 2609 E Broadway,,,Salesforce
10943604,Inactive Investor,John Fennerty,,Citigroup Global Markets Inc.,,,Salesforce
11094026,Inactive Investor,Devon Litchfield,Financial Planning Specialist;Private Wealth Management Analyst,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11166044,Inactive Investor,Kimberly Caldwell,Financial Advisor,Edward Jones North Canton OH 1325 S Main St,kim.caldwell@edwardjones.com,,Salesforce
122796,,Peter Flanzer,Managing Director,Bartlett & Co. Wealth Management Llc,peter@focuspartners.com,(312) 630-9666,
10659022,,Randall McGill,,,randallmcgill@afpadvisor.com,,List Import
11031616,Inactive Investor,Jui Huang,,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",juiying.huang@tfaconnect.com,,Salesforce
11014881,Inactive Investor,Andrea Webster,,"Farmers Financial Solutions, LLC Signal Hill CA 2698 Junipero Ave",awebster@farmersagent.com,,Salesforce
11006334,Inactive Investor,James Longo,Financial Planner,"Osaic FA, Inc. Villa Park IL 17 W 220 22nd St",jim.longo@lfg.com,,Salesforce
9600233,,Bill Ji,,,realcryptoking19@gmail.com,,List import
172045,,Jan Velazquez,,[Unknown],janvelazquez@hotmail.com,,
10835633,Inactive Investor,Mark Holmlund,Strategic Advisor,"Alaethes Wealth, LLC Rancho Sante Fe CA Private Residence",mholmlund@alaethes.com,,Salesforce
11206421,Inactive Investor,Paul Bentubo,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
9550568,,Beverly Savic,,,savic.beverly@principal.com,,List import
11189620,Inactive Investor,John Nam,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",john_nam@ml.com,,Salesforce
11082781,Inactive Investor,Angel Jimenez,,PFS Investments Inc. Simi Valley CA 2259 Ward Ave,ajimenez@primerica.com,,Salesforce
11207707,Inactive Investor,Marcus Bellamy,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9627382,,Jim Corman,,,jim.corman@yahoo.com,,List import
10921050,Inactive Investor,Andrew Betts,,"HighTower Securities, LLC Lynnfield MA 200 Broadway",abetts@hightoweradvisors.com,,Salesforce
11233852,Inactive Investor,Brent Simmerman,,"W&S Brokerage Services, Inc. Tampa FL 3903 Northdale Blvd",,,Salesforce
10869133,Inactive Investor,Jay Sheth,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",jay.sheth@aretewealth.com,,Salesforce
10862301,Inactive Investor,Shannon Kuykendall,President,"GulfCoast Financial Services, Inc.",skuykendall@gulfcoastfinancial.net,,Salesforce
346016,,Harold Lowe,President,"Lowe Wealth Advisors, Llc",harold@lowefs.com,443-766-7160,Manual List Upload
10933222,Inactive Investor,Debbie Bonvissuto,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Rocky River OH 19825 Detroit Rd",debbie.bonvissuto@usbank.com,,Salesforce
11206498,Inactive Investor,Christina Ubl,Partner,LPL Financial LLC Plattsburgh NY 152 Tom Miller Rd,christina.ubl@lpl.com,,Salesforce
10658226,,Brenda Kwiatkowski,,,brenda.kwiatkowski@morganstanley.com,,List Import
10876033,Inactive Investor,Steven Zeigler,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
228365,,Diego Orozco -,,Diego Orozco [[Unknown]],exus101@gmail.com,,
9589597,,Nader Handelih,,,handelih@gmail.com,,List import
9588282,,Benjamin Olson,,,bolson@faircourtpartners.com,,List import
11185966,Inactive Investor,Robert Cooper,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10787917,Inactive Investor,Steven Minter,,PFS Investments Inc. San Bernardino CA 420 E Hospitality Ln,steven.minter@primerica.com,,Salesforce
11167181,Inactive Investor,John Cockrell,,Cetera Advisor Networks LLC Bethesda MD 6720B Rockledge Dr,,,Salesforce
10880973,Inactive Investor,Daryl Weeden,,"Osaic Wealth, Inc. Reno NV 7665 Town Square Ln",,,Salesforce
10893413,Inactive Investor,Porfilia Gloria,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,porfilia_gloria@vanguard.com,,Salesforce
9630184,,Kerem Bilaçl?,,,kerembilacli@yahoo.com,,List import
11166301,Inactive Investor,Denis Corridan,,Lincoln Investment Bohemia NY 640 Johnson Ave,dcorridan@lincolninvestment.com,,Salesforce
11044052,Inactive Investor,Brett Tushingham,Chief Compliance Officer;Managing Member,"Tushingham Wealth Strategies, LLC Wilmington NC 3301 Tipton Ct",brett@tushinghamwealth.com,,Salesforce
11023816,Inactive Investor,David Scheur,,Cetera Advisor Networks LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
9587754,,Thomas Wendler,,,tom.wendler@stephens.com,,List import
10942086,Inactive Investor,Sharon Koester,Associate,Thrivent Investment Management Inc. Woodway TX 115 Burnett Ct,sharon.koester@thrivent.com,,Salesforce
10730474,,Arthur Austin,,,pjoak6six@yahoo.com,,Web Form Fillout
10900221,Inactive Investor,Kennedi Shepard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kennedi.shepard@ml.com,,Salesforce
10856591,Inactive Investor,Stephanie Conde,,PNC Investments Indiana PA 76 Ben Franklin Rd S,stephanie.conde@pnc.com,,Salesforce
10777306,Inactive Investor,Steven Christensen,Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,steve.christensen@morganstanleypwm.com,,Salesforce
10926664,Inactive Investor,Kristina Besstchetnaya,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,kristina.besstchetnaya@fmr.com,,Salesforce
9571579,,Arjan Brogt,,,ajs@brogt.com,,List import
10765055,Inactive Investor,Deborah Burkhalter,,"Raymond James Financial Services, Inc. Ann Arbor MI 24 Frank Lloyd Wright Dr",deborah.burkhalter@raymondjames.com,,Salesforce
10867340,Inactive Investor,Bernard Rooney,,"American Portfolios Financial Services, Inc. Southampton PA 130 Buck Rd",brooney@americanportfolios.com,,Salesforce
10872182,Inactive Investor,Joseph Farese,Banker;Senior Associate,J.P. Morgan Securities LLC New Hyde Park NY 1985 Marcus Ave,joseph.farese@jpmorgan.com,,Salesforce
11207665,Inactive Investor,Thomas Perry,Investment Advisor Representative,"Independent Advisor Alliance, LLC Raleigh NC 9212 Falls of Neuse Rd",,,Salesforce
9624959,,Sona Manek,,,sonamanek@shaw.ca,,List import
11137642,Inactive Investor,Brian Teets,Investment Advisor Representative,Legacy Investment Advisors LLC Wyandotte MI 140 Elm St,,,Salesforce
9583138,,Barbara Kirk,,,barbara.kirk@securitiesamerica.com,,List import
10959989,Inactive Investor,David Calderon Villanueva,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,david_calderon-villanueva@vanguard.com,,Salesforce
11168264,Inactive Investor,Timothy Dorner,,Fidelity Brokerage Services LLC,,,Salesforce
11202028,Inactive Investor,Steven Weinstein,Chairman,"Altair Advisers, LLC",sweinstein@altairadvisers.com,,Salesforce
10510339,,Joseph Nelesen,Senior Director,S&P Global,joseph.nelesen@spglobal.com,,List Import
10802781,Inactive Investor,Jimmy Rosario,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",jrosario@phoenixinc.com,,Salesforce
9542990,,Tina Wang,,,tina.wang@fidelity.com,,List import
9569530,,Larry Sweet,,,larry.sweet@53.com,,List import
10802544,Inactive Investor,Guy Bock,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,guy.w.bock@morganstanley.com,,Salesforce
10609720,,Shirley Harris,,,zvrtwevetf@rfcdrive.com,,Web Form Fillout
172406,,Mebane Jackson,,[Unknown],mebane8@mac.com,,
10896368,Inactive Investor,Todd Resnick,,"International Assets Advisory, LLC Pompano Beach FL 7525 NW 61st Ter",,,Salesforce
246367,,Not Provided,,Thorn Run Partners,blou011@gwu.exh,,Manual List Upload
11254152,Inactive Investor,Ryan Moser,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 201 E Washington St",,,Salesforce
11098750,Inactive Investor,Steven Glass,Principal;Senior Financial Advisor,"Shufro, Rose & Co., LLC",sjglass@shufrorose.com,,Salesforce
10807201,Inactive Investor,David Gordon,Executive Director;Financial Advisor;Investing with Impact Director;Senior Portfolio Management Director,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,david.j.gordon@morganstanley.com,,Salesforce
238978,,Suraj D,,Australia,suraj.net@gmail.com,,source
10917857,Inactive Investor,Paul Simpson,,LPL Financial LLC Tucson AZ 7497 E Tanque Verde Rd,paul.simpson@lpl.com,,Salesforce
343610,,Rob Lewis,Senior Wealth Advisor,"Nepsis, Inc.",rlewis@investwithclarity.com,952-746-2003,Manual List Upload
9596513,,Julia Horowitz,,,julia.horowitz@warnermedia.com,,List import
10971025,Inactive Investor,Brock McGlothin,Financial Advisor;President,"Vicus Capital, Inc. Dublin OH 6059 Frantz Rd",,,Salesforce
11005786,Inactive Investor,David Wierschem,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
10769919,Inactive Investor,Betty Hamada,,UBS Financial Services Inc. Honolulu HI 733 Bishop St,betty.hamada@ubs.com,,Salesforce
10913966,Inactive Investor,John Neyland,Chief Compliance Officer;Managing Member,"JCN Financial & Tax Advisory Group, LLC",john@jcnfinancial.com,,Salesforce
344756,,Charles Svenson,Senior Managing Director,Brock Fiduciary Services Llc,csvenson@brockcapital.com,212-209-3000,Manual List Upload
9592239,,Lidia Petrovici,,,lidiapetrovici7@gmail.com,,List import
10617755,,Nick Paterakos,,,nick.paterakos@ubs.com,,List Import
11079013,Inactive Investor,Thomas Cochran,Financial Advisor,LPL Financial LLC San Jose CA 3081 McKee Rd,tom.cochran@lpl.com,,Salesforce
11026570,Inactive Investor,Heather Sheets,,LPL Financial LLC San Diego CA 4707 Executive Dr,heather.sheets@lpl.com,,Salesforce
10952012,Inactive Investor,David Polkinghorn,Financial Advisor,"Amuni Financial, Inc.",david@amuni.com,,Salesforce
9604873,,KEVIN FERNANDO WARNAKULASURIYA,,,fernandokevin1995@gmail.com,,List import
11032360,Inactive Investor,Charles Coakley,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Brookfield WI 18000 W Sarah Ln",coakleyc@stifel.com,,Salesforce
10870988,Inactive Investor,Robert Bowen,,"FBL Marketing Services, LLC Carlsbad NM 104 W Hagerman St",robert.bowen@fblfinancial.com,,Salesforce
11173193,Inactive Investor,Sana Ghaffar,,J.P. Morgan Securities LLC Sugar Land TX 18811 University Blvd,,,Salesforce
11149007,Inactive Investor,Kevin Murray,Financial Advisor,"Synovus Securities, Inc. Tampa FL 4488 W Boy Scout Blvd",kevinmurray@synovus.com,,Salesforce
350650,,Donna Michalowski,Member,"Chadler Investment Advisory Solutions, Llc",dmichalowski@chadlersolutions.com,732-595-2200,Manual List Upload
11178556,Inactive Investor,Heather Peterson,,Fidelity Brokerage Services LLC,,,Salesforce
10976724,Inactive Investor,Keegan Ryan,Private Client Banker,J.P. Morgan Securities LLC Rochester NY 690 Long Pond Rd,keegan.r.ryan@chase.com,,Salesforce
9640508,,Keith Overton,,,daddykhole@outlook.com,,List import
238888,,Maunty Wright,,United States,chessmoov@protonmail.com,,
10390064,,Jeff Oliver,,,oliverj424@gmail.com,,Web Form Fillout
10879720,Inactive Investor,Brock Jensen,Financial Advisor,Edward Jones Saint Paul MN 100 Village Center Dr,brock.jensen@edwardjones.com,,Salesforce
10977547,Inactive Investor,Lisa Linton,,J.P. Morgan Securities LLC Rockledge FL 615 Barnes Blvd,lisa.r.linton@chase.com,,Salesforce
11146871,Inactive Investor,Muhammad Akmal Khan,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 554 Fort Evans Rd",,,Salesforce
10772029,Inactive Investor,Frederick Rosoff,,Revere Securities LLC,frosoff@reveresecurities.com,,Salesforce
10807778,Inactive Investor,Kirk High,Branch Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Fort Worth TX 3230 Camp Bowie Blvd",kirk.high@rbc.com,,Salesforce
10993417,Inactive Investor,Vincent Payne,Associate,"Clark Asset Management + Associates, Inc.",,,Salesforce
9575176,,Ashwin Bhatt,,,bhatta@hdvest.net,,List import
9569200,,Joseph Matza,,,matza@commonwealth.com,,List import
11254346,Inactive Investor,Johnel Mayberry,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,jmayberry@primerica.com,,Salesforce
227467,, -,,[[Unknown]],praeteserex@protonmail.com,,
11203708,Inactive Investor,Michael Mann,Manager;Managing Member;Managing Partner,Evan Capital,mikemann@evancapital.com,,Salesforce
10887213,Inactive Investor,Tamie Schmidt,,"Farmers Financial Solutions, LLC Bismarck ND 523 N 4th St",,,Salesforce
245237,,Andrew Smith,Sali Fund Services,Sali Fund Services,asmith@sali.com,,Manual List Upload
9541533,,Jamal Ghimouz,,,jamalg1325@hotmail.ca,,List import
11117666,Inactive Investor,Eric Lantz,Financial Advisor,"Ameriprise Financial Services, LLC Alexandria VA 2000 Duke St",eric.w.lantz@ampf.com,,Salesforce
11193132,Inactive Investor,Nicholas Thomas,,J.P. Morgan Securities LLC Columbia SC 4800 Garners Ferry Rd,,,Salesforce
10979314,Inactive Investor,Shane Studer,,PFS Investments Inc. Indianapolis IN 8383 Craig St,sstuder@primerica.com,,Salesforce
11114162,Inactive Investor,John Nilmeier,Financial Advisor,United Planners' Financial Services of America A Limited Partner Fresno CA 7491 N Remington Ave,,,Salesforce
11198718,Inactive Investor,Jeffery Reuther,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10864651,Inactive Investor,Jay Oh,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",jay.oh@equitable.com,,Salesforce
163987,,Paul Neuhausen,,[Unknown],paul@neuhausengroup.net,,
11076559,Inactive Investor,George Kanellitsas,Private Wealth Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
10857189,Inactive Investor,Todd Rohrer,,"Cambridge Investment Research, Inc. Richfield OH 3866 Brecksville Rd",,,Salesforce
9643634,,Chris Kauza,,,ckauza@gmail.com,,List import
9585208,,sakhile Barungwi,,,sakhilebarungwi5@gmail.com,,List import
113148,,Michael Barrett,Financial Planner,Lincoln Financial Advisors Corporation,michael.barrett@lfg.com,614-888-6516,
248826,,Cherese Joseph,Director,MUFG,cherese.joseph@gmail.com,,Manual List Upload
11067238,Inactive Investor,Shahri-Lin Moore,Premier Banker,"Wells Fargo Clearing Services, LLC Aberdeen SD 204 S 1st St",shahri-lin.moore@wellsfargo.com,,Salesforce
10959075,Inactive Investor,Pamela Yavanna,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10962891,Inactive Investor,Srdjan Nastasic,Financial Advisor;Financial Analyst;Partner,"Augustus Wealth, LLC",srdjan.nastasic@augustuswealth.com,,Salesforce
11182058,Inactive Investor,Stefan Burke,,LPL Financial LLC Fishers IN 10515 Muir Ln,stefan.burke@lpl.com,,Salesforce
10843556,Inactive Investor,Jeremiah Mccarthy,Chief Compliance Officer;Chief Wealth Strategist;Founder;Owner;President;Tax Advisor,McCarthy Wealth & Tax Advisors,,,Salesforce
10790151,Inactive Investor,Pavan Bellur,,Citigroup Global Markets Inc.,pb@citigroup.com,,Salesforce
11201329,Inactive Investor,Sarah Marks,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",sarah.marks@stewardpartners.com,,Salesforce
10807959,Inactive Investor,Paul Sexton,Financial Advisor,Edward Jones Kensington MD 10401 Connecticut Ave,paul.sexton@edwardjones.com,,Salesforce
10866457,Inactive Investor,Aaron Natali,,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",aaron.natali@nm.com,,Salesforce
9618009,,Christina Hahn,,,chahn@gweiss.com,,List import
9597919,,Tudor Velea,,,tudor@protonmail.com,,List import
11041496,Inactive Investor,Warren Lasyone,,State Farm VP Management Corp. Heber Springs AR 1501 Hwy 25b,,,Salesforce
11100213,Inactive Investor,David Mills,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
9620573,,Zachary Perry,,,zack.perry@rscapital.com,,List import
10884284,Inactive Investor,Michael Ellis,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Owner;President,"Madden Advisory Services, Inc.",m.ellis@maddenadvisory.com,,Salesforce
11075441,Inactive Investor,Gregory Campbell,Senior Relationship Manager,TD Private Client Wealth LLC Bernardsville NJ 70 Morristown Rd,gregory.campbell@td.com,,Salesforce
10999264,Inactive Investor,Benjamin Valle Araujo,,"Wells Fargo Clearing Services, LLC Littleton CO 66 Springer Dr",,,Salesforce
10562367,,Gerald Aves,,,johanstewart99@gmail.com,,Web Form Fillout
11027693,Inactive Investor,Jovita Perez,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,,,Salesforce
10832480,Inactive Investor,Matthew Kittell,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,,,Salesforce
9599990,,William Laughridge,,,wlaughridge@cypresscapitalpartners.net,,List import
10820811,Inactive Investor,John Tiddy,Managing Member,Mecklenburg Financial Group,mtiddy@mecklenburgfinancial.com,,Salesforce
11221729,,David Rose,,,drose@granahan.com,,List Import
10985472,Inactive Investor,Daniel Lovaglio,,Shade Tree Advisors LLC,daniel@shadetreeadvisors.com,,Salesforce
10967755,Inactive Investor,Luis Zapata,Vice President,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11021183,Inactive Investor,Enrico Santos,Financial Advisor,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",enrico.santos@prudential.com,,Salesforce
11188363,Inactive Investor,Kyle Bernardez,,Jefferies LLC,,,Salesforce
10829811,Inactive Investor,Keith Davis,Insurance Agent,"Principal Securities, Inc. Dayton OH 7625 Paragon Rd",davis.keith@principal.com,,Salesforce
11186586,Inactive Investor,Alex Grusler,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,alex.h.grusler@jpmorgan.com,,Salesforce
10906256,Inactive Investor,Peter Canale,Private Client Advisor,J.P. Morgan Securities LLC Bronx NY 3775 Riverdale Ave,peter.c.canale@jpmorgan.com,,Salesforce
10657905,,Liza Sabogal,,,lsabogal@primerica.com,,List Import
10987654,Inactive Investor,Ada Cantu,,PNC Investments Mission TX 900 N Conway Ave,ada.cantu@pnc.com,,Salesforce
334998,,Kaleigh Prentice,Member,"Prentice Financial Planning, Llc",kaleigh@prenticefp.com,360-754-0490,Manual List Upload
9583521,,Brian Cullinan,,,bcullinan@cullinan.com,,List import
10809956,Inactive Investor,Charles Ethridge,Financial Advisor,Edward Jones Lilburn GA 956 Killian Hill Rd SW,bernard.ethridge@edwardjones.com,,Salesforce
323129,,Jonathan Nemecek,Director Of Finance,"Sequoia Financial Group, L.l.c.",jnemecek@sequoia-financial.com,330-375-9480,Manual List Upload
11096315,Inactive Investor,Kenneth O'Toole,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",kenneth.otoole@ml.com,,Salesforce
9590172,,Mary Potter,,,mjpotter@healthcareangels.com,,List import
10611817,,George Murphy,Financial Advisor,,george.murphy@wellsfargoadvisors.com,,List Import
9604902,,Jihan Won,,,jihanwon@naver.com,,List import
11050274,Inactive Investor,Paul Mallory,Chief Compliance Officer,Sidepocket Incorporated San Francisco CA 1504 9th Ave,paul@sidepocket.com,,Salesforce
10772632,Inactive Investor,Alicia Guyton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",alicia_guyton@ml.com,,Salesforce
9548502,,CARLOS MIRANDA,,,benjamiranda977@hotmail.com,,List import
10944972,Inactive Investor,Aaron Reeves,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9633635,,Kevin Mitchell,,,kam@pfmllc.co,,List import
10885177,Inactive Investor,Sherry Sheppard,Financial Advisor,Thrivent Investment Management Inc. Summerville SC 128 S Main St,sherry.sheppard@thrivent.com,,Salesforce
10858408,Inactive Investor,Maria Basauri,,Morgan Stanley San Diego CA 101 W Broadway,,,Salesforce
11164096,Inactive Investor,Zackery Mollett,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11029869,Inactive Investor,Bradley Davis,Financial Advisor,Edward Jones Cookeville TN 480 Neal St,brad.davis2@edwardjones.com,,Salesforce
340294,,Kevin Twomey,Vice President,"Westview Capital Management Company, Inc.",kjt@wvcapital.com,617-261-2050,Manual List Upload
10903949,Inactive Investor,Elena Ristov,Private Client Banker;Vice President - Investments,J.P. Morgan Securities LLC Freehold NJ 4413 US Hwy 9,elena.ristov@jpmorgan.com,,Salesforce
11161096,Inactive Investor,Layne Bruner,,"Osaic Wealth, Inc. Aberdeen WA 405 W Heron St",,,Salesforce
10764330,Inactive Investor,Ricci Mancinelli,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",ricci.mancinelli@wellsfargoadvisors.com,,Salesforce
10757704,Inactive Investor,Mandy Tate,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mandy.tate@schwab.com,,Salesforce
10940490,Inactive Investor,Taylor Wells-Tucker,,Fidelity Brokerage Services LLC,,,Salesforce
11119668,Inactive Investor,Mackenzie Talley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9634095,,Nick Chong,,,0nickchong0@gmail.com,,List import
11141044,Inactive Investor,Phillip Gilbert,Financial Advisor,Edward Jones Perham MN 232 Market Dr,phil.gilbert@edwardjones.com,,Salesforce
11170195,Inactive Investor,Andrew Karas,Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,andrew.karas@morganstanleypwm.com,,Salesforce
11164161,Inactive Investor,Nicole Shilhanek,Registered Administrative Assistant,LPL Financial LLC Aberdeen SD 125 Brown County Hwy 19 S,nicole.shilhanek@lpl.com,,Salesforce
10895114,Inactive Investor,Colin Flynn,Vice President,J.P. Morgan Securities LLC Chestnut Hill MA 21 Boylston St,colin.flynn@jpmorgan.com,,Salesforce
10754217,Inactive Investor,Rohil Basu,Private Wealth Advisor,Morgan Stanley New York NY 101 Park Ave,rohil.basu@morganstanleypwm.com,,Salesforce
10805254,Inactive Investor,Amer Dababneh,Premier Banker,"Wells Fargo Clearing Services, LLC Newtown Square PA 3515 W Chester Pike",amer.dababneh@wellsfargoadvisors.com,,Salesforce
9636430,,Aaron Rowsey,,,arowsey@lightwealth.com,,List import
11143212,Inactive Investor,Andrew Zhu,,Citigroup Global Markets Inc.,,,Salesforce
11093524,Inactive Investor,Zachary Wahl,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Minneapolis MN 2 Carlson Pkwy N",zach.wahl@benjaminfedwards.com,,Salesforce
11184584,Inactive Investor,Spencer Miller,Branch Manager;Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Rapid City SD 909 Saint Joseph St,spencer.miller@morganstanley.com,,Salesforce
346340,,Angus Littlejohn,Chairman,"Littlejohn & Co., Llc",alittlejohn@littlejohnllc.com,203-552-3500,Manual List Upload
10921307,Inactive Investor,Vincent Dipaola,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",vincent.dipaola@ml.com,,Salesforce
10661425,,Brian Wildman,,,brian.wildman@timothyfinancial.com,,List Import
11012545,Inactive Investor,Matthew Finch,,Courtlandt Securities Corporation,mfinch@courtlandtgroup.com,,Salesforce
11028149,Inactive Investor,Zachary Freud,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,zack.freud@jpmorgan.com,,Salesforce
10792384,Inactive Investor,Sean Foote,Corporate Retirement Director;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Atlanta GA 5565 Glenridge Connector,sean.foote@morganstanley.com,,Salesforce
11081060,Inactive Investor,Brandon Beza,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",brandon.beza@nm.com,,Salesforce
10646937,,James Wilday,,,wildayj@stifel.com,,List Import
10360360,,john doe,,,johndoe12@gmail.com,,Web form fillout
10766551,Inactive Investor,Daniel Dix,Financial Advisor;Vice President,Morgan Stanley Duluth GA 2160 Satellite Blvd,,,Salesforce
11102056,Inactive Investor,Justin Halpenny,,"Osaic Wealth, Inc. Saint Charles IL 100 Illinois St",,,Salesforce
10945743,Inactive Investor,Adam McDonough,Financial Planner,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",adam.mcdonough@prudential.com,,Salesforce
10837915,Inactive Investor,Bobette Scribner,,Commonwealth Financial Network Bradford VT Private Residence,bscribner@commonwealth.com,,Salesforce
11057263,Inactive Investor,Bruce Breuer,,Cetera Advisor Networks LLC Brentwood TN Private Residence,,,Salesforce
9557989,,Kenneth Kron,,,kkron@commonwealth.com,,List import
11132783,Inactive Investor,Anyssa Volarath Nerja,,LPL Financial LLC Chicago IL 123 N Wacker Dr,anyssa.volarath-nerja@lpl.com,,Salesforce
11029921,Inactive Investor,Robert Brai,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,rjbrai@ft.newyorklife.com,,Salesforce
10846757,Inactive Investor,Brandon Phelps,,Fidelity Brokerage Services LLC,,,Salesforce
9595680,,Ya'ir Johnson,,,mdhealing@gmail.com,,List import
11044291,Inactive Investor,Gregory Sieber,Senior Vice President - Investments,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",greg.sieber@raymondjames.com,,Salesforce
11236737,Inactive Investor,Sjaun Sanderson,Financial Advisor,Johnson Brunetti,ssanderson@johnsonbrunetti.com,,Salesforce
10779662,Inactive Investor,Gregory Calderone,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,gregory.calderone@jpmorgan.com,,Salesforce
10927772,Inactive Investor,Jacob Cline,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",jcline@calton.com,,Salesforce
10767356,Inactive Investor,Patrick Roth,Executive Director;Financial Advisor,Morgan Stanley Kansas City MO 4520 Main St,patrick.roth@morganstanley.com,,Salesforce
11155927,Inactive Investor,Donald Demuth,Chief Compliance Officer;Investment Advisor;President,Mighty Oak Strong America Investment Company,ddemuth@investwithmosaic.com,,Salesforce
10786520,Inactive Investor,Desiderio Rodriguez,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",tony.a.rodriguez@morganstanley.com,,Salesforce
234946,, -,,[[Unknown]],margarettomlinson88@gmail.com,,Organic Search
9610914,,Dan Paulson,,,dan.paulson89@gmail.com,,List import
11089269,Inactive Investor,Richard Lowe,,PFS Investments Inc. Cranford NJ 340 N Ave E,richard.lowe@primerica.com,,Salesforce
11068806,Inactive Investor,Linwood Gray,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",woody.gray@ml.com,,Salesforce
10800118,Inactive Investor,Joseph Dinelt,Financial Advisor;First Vice President,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,joseph.dinelt@morganstanley.com,,Salesforce
9590515,,Thomas Barrett,,,tbarrett@biechele-royce.com,,List import
10619018,,Michelle Weindruch,,,mweindruch@forumfinancial.com,,List Import
338634,,Mary Mcdonnell,"Managing Director, CFO",Lone Pine Capital Llc,mmcdonnell@lpcap.com,203-618-1400,Manual List Upload
9646585,,Todd Jensen,,,heglarcreekcfo@gmail.com,,List import
224653,,Diresh Jewan,,.,diresh.jewan@gmail.com,(277) 341-9717,Organic Search
10951201,Inactive Investor,Darrell Goforth,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",darrell.goforth@firstcitizens.com,,Salesforce
10777314,Inactive Investor,Alvin Owens,Director - Alternative Investments;Institutional Consulting Director;Managing Director,Morgan Stanley Tampa FL 100 N Tampa St,alvin.owens@morganstanley.com,,Salesforce
9553263,,carlos velasquez,,,bahamoncarlos@hotmail.com,,List import
11140436,Inactive Investor,Rita Silva,,Commonwealth Financial Network Saint Charles IL 606 Riverside Ave,rsilva@commonwealth.com,,Salesforce
9604398,,andre Rawle,,,andrerawle@gmail.com,,List import
215271,,Eric Ernst,,[Unknown],solvehere@yahoo.com,,source
11086613,Inactive Investor,Joseph Taylor,,"Ameriprise Financial Services, LLC Danbury CT 57 North St",,,Salesforce
10782446,Inactive Investor,Robin Robertson,Chief Compliance Officer;Managing Member;Principal;Senior Financial Advisor,"Pacific Peak Advisors, LLC",rrobertson@pacificpeakadvisors.com,,Salesforce
10981525,Inactive Investor,Jacob Owens,Financial Associate,Thrivent Investment Management Inc. Geneva IL 477 S 3rd St,jacob.owens@thrivent.com,,Salesforce
248347,,Peter Nicholas,Managing Member,"Rising Glen Capital, LLC",pbnrgc@gmail.com,,Manual List Upload
11111274,Inactive Investor,Ghazwan Ramlawi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scottsdale AZ 11120 E Mission Ln",jesse.ramlawi@schwab.com,,Salesforce
9553365,,NELSON ALMODOVAR -,,,nalmodovar2@verizon.net,,List import
10779783,Inactive Investor,Cynthia Laub,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",,,Salesforce
11088244,Inactive Investor,Andrew Mantack,Assistant Vice President;Senior Assistant Vice President;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Bradenton FL 1815 Lakewood Ranch Blvd",,,Salesforce
10908289,Inactive Investor,Kirk Truex,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",kirk.l.truex@nm.com,,Salesforce
10936326,Inactive Investor,Cynthia Lemanski,,"Transamerica Financial Advisors, Inc Schaumburg IL 20 N Martingale Rd",cynthia.lemanski@tfaconnect.com,,Salesforce
11208732,Inactive Investor,John Helm,,J.P. Morgan Securities LLC Tulsa OK 321 S Boston Ave,john.k.helm@jpmorgan.com,,Salesforce
10929751,Inactive Investor,Burke Richman,,NYLIFE Securities LLC Kimberly ID Private Residence,brichman@ft.newyorklife.com,,Salesforce
10997751,Inactive Investor,Kathleen Bright,Financial Advisor,"Wells Fargo Clearing Services, LLC Minnetonka MN 5120 County Road 101",kathleen.bright@wellsfargo.com,,Salesforce
9546787,,Patrick Kujawa,,,pkujawa@halberthargrove.com,,List import
44587,,John Branstrom,Financial Advisor,"MML Investors Services, LLC",jbranstrom@massmutual.com,828-433-1128,
10866045,Inactive Investor,Jeromy Wood,,"Osaic Wealth, Inc. Sandy UT 7370 S Creek Rd",,,Salesforce
10962285,Inactive Investor,Marissa Hastings,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,marissa_hastings@vanguard.com,,Salesforce
9541834,,Luca Borreani,,,luca.borreani92@gmail.com,,List import
11057906,Inactive Investor,David Brown,,"Prospera Financial Services, Inc. Buffalo NY 534 Delaware Ave",david.brown@prosperafinancial.com,,Salesforce
11170506,Inactive Investor,George Braithwaite,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,braithwaiteg@ceteranetworks.com,,Salesforce
4460104,,[Unknown],,,vb@newbrookcapital.com,,Web Form Fillout
9632751,,zach canfield,,,zachslow@gmail.com,,List import
9607459,,s dsfs,,,dsfg@qq.com,,List import
9626790,,Brian Raat,,,brian.raat@wedbush.com,,List import
10830392,Inactive Investor,Clare Pierce,,BMO Nesbitt Burns Securities Ltd. Chicago IL 320 S Canal St,,,Salesforce
10777571,Inactive Investor,William Gupton,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",william_gupton@ml.com,,Salesforce
167105,,Simon Johnson,,[Unknown],subscribe@simon-johnson.net,,Paid Social
11158534,Inactive Investor,Christopher Gacom,Chief Compliance Officer;Chief Executive Officer;Managing Member;Managing Principal,Greenline Wealth Management,cgacom@greenlinewm.com,,Salesforce
191769,,Njideka O,,[Unknown],onwunyi@gmail.com,,
5061950,,fika koleng,,,fixllkskszvg@karenkey.com,9295454458,Web Form Fillout
10950205,Inactive Investor,Brian Fisher,Financial Strategist,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",,,Salesforce
11197901,Inactive Investor,Carolanne Prentice,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",annie.prentice@nm.com,,Salesforce
10906624,Inactive Investor,Kevin Yang,Chief Investment Officer;Equity Analyst;Principal,ZWJ Investment Counsel Inc,kyang@zwjic.com,,Salesforce
11166418,Inactive Investor,Cyrus Towliat,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Agoura Hills CA 5667 Kanan Rd",cyrus.towliat@ml.com,,Salesforce
11124647,Inactive Investor,David Villanueva,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",david.villanueva@schwab.com,,Salesforce
10878456,Inactive Investor,Shakara Byron-Mentor,,J.P. Morgan Securities LLC West Palm Beach FL 10160 Northlake Blvd,shakara.byron-mentor@jpmorgan.com,,Salesforce
11050051,Inactive Investor,Luan Vo,Chief Executive Officer;Senior Portfolio Manager,"Crimson Investment Managers, LLC",,,Salesforce
10993049,Inactive Investor,Colin Huber,,"MML Investors Services, LLC Mercer Island WA 7853 SE 27th St",,,Salesforce
10792060,Inactive Investor,David Shenassa,,"Centaurus Financial, Inc. Santa Monica CA 2450 Colorado Ave",dshenassa@cfiemail.com,,Salesforce
11071327,Inactive Investor,Ruben Rodriguez-Dominguez,Investment Advisor Representative,"DMK Advisor Group, Inc. San Juan Private Residence",,,Salesforce
9595970,,Glenn Movish,,,glenn@assetmgnt.com,,List import
9546125,,Param Sadana,,,param.singh@sadanamail.com,,List import
10750375,Inactive Investor,Mayra Jimenez,,PFS Investments Inc. Mayaguez 101 Mendez Vigo W,,,Salesforce
11100065,Inactive Investor,Nick Georgopoulos,,"Osaic Wealth, Inc. Cleveland OH 4712 State Rd",,,Salesforce
9604201,,CHRISTIAN FELTE,,,jakefelte@yahoo.com,,List import
9590453,,Kelly Porcella,,,kelly.porcella@laddercapital.com,,List import
8480482,,Josh Rindler,,PNC,joshua.rindler@pnc.com,,List Import
110277,,Harry Luu,,Boeing,harryluu@msn.com,2069546733,
11092647,Inactive Investor,Connor Tharp,,"Equitable Advisors, LLC Columbus OH 7965 N High St",connor.tharp@equitable.com,,Salesforce
10935025,Inactive Investor,Kirk Stiewel,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",kirk.stiewel@nm.com,,Salesforce
10659465,,Timothy Foley,,,timothy.foley@gs.com,,List Import
10841843,Inactive Investor,Tristan Williamson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",tristan.williamson@ml.com,,Salesforce
11080395,Inactive Investor,John Carter,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.r.carter@ubs.com,,Salesforce
10965549,Inactive Investor,Jackson Theisen,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",jackson.theisen@ampf.com,,Salesforce
10897116,Inactive Investor,Katherine Taylor,Financial Advisor,Edward Jones Crescent City CA 470 L St,katherine.taylor@edwardjones.com,,Salesforce
10618650,,Adam O Hare,,,adam.ohare@cambridgesecure.com,,List Import
10907628,Inactive Investor,Constantine Tsantes,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,,,Salesforce
6789212,,D Smith D Smith,,,neworis202@otanhome.com,,Web Form Fillout
10488145,,Herbert Kesner,Financial Advisor,Morgan Stanley,herbert.kesner@morganstanley.com,,List Import
11211886,Inactive Investor,Lucas Bollum,Financial Advisor,"Ameriprise Financial Services, LLC Saint Peter MN 422 S Minnesota Ave",lucas.bollum@ampf.com,,Salesforce
11237084,Inactive Investor,Andrew Kratz,Partner;Wealth Manager,Creative Planning Memphis TN 700 Colonial Rd,andrew.kratz@creativeplanning.com,,Salesforce
345080,,June Debatin,Member,"Ashdon Investment Management, Llc",june@ashdon.com,931-461-5733,Manual List Upload
11078455,Inactive Investor,David Singleton,Financial Planner,"Pruco Securities, LLC. Wichita KS 4425 W Zoo Blvd",david.singleton@prudential.com,,Salesforce
11066253,Inactive Investor,Arnold Ripperger,,D.M. Kelly & Company,,,Salesforce
202040,,Mark Ellero,,[Unknown],mtrop327@gmail.com,,Direct
373623,,Cameron Jobe,,[Unknown],cwjobela@aol.com,,source
10966408,Inactive Investor,Sean Degenhart,,"Wells Fargo Clearing Services, LLC College Station TX 1801 Rock Prairie Rd",,,Salesforce
9584623,,Jakub Kubrak,,,j.kubrak@fi.com,,List import
9612977,,James Colon,,,james.colon@nuveen.com,,List import
11201529,Inactive Investor,Damion Smith,Managing Director;Wealth Advisor,"Great Gable Wealth Management, LLC",damion.smith@greatgable.com,,Salesforce
10878419,Inactive Investor,Majid Elkantar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",majid.elkantar@ml.com,,Salesforce
10878512,Inactive Investor,Heather Knickerbocker,,"UMB Financial Services, Inc.",heather.knickerbocker@umb.com,,Salesforce
10871671,Inactive Investor,Daniel Andriano,,"MML Investors Services, LLC Plainview NY 45 Executive Dr",dandriano@massmutual.com,,Salesforce
11200705,Inactive Investor,Jose Cardozo,Chief Compliance Officer;Director - Corporate Finance;Managing Member,Open Wealth Management LLC,jmanstretta@openwealth.us,,Salesforce
10952881,Inactive Investor,Karina Scalzo,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11018144,Inactive Investor,Morgane McNally,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",morgane.mcnally@ml.com,,Salesforce
10770403,Inactive Investor,David McLaughlin,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",,,Salesforce
9564381,,Michael Hourigan,,,mhourigan@fortress.com,,List import
9613921,,yang yang,,,ericli0302@gmail.com,,List import
141668,,Jon Busey,,[Unknown],jonbusey@ledgermanagers.com,,source
11144331,Inactive Investor,Spencer Watson,,Edward Jones Camas WA 6923 NW Friberg-Strunk St,,,Salesforce
11255470,Inactive Investor,Trevor Goodling,Equity Research Analyst,Enhancing Capital LLC,trevor.goodling@enhancingcapital.com,,Salesforce
11077486,Inactive Investor,Lauren Cook,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",lauren.cook1@schwab.com,,Salesforce
10971311,Inactive Investor,Tonya James,,Fidelity Brokerage Services LLC Cary NC Private Residence,,,Salesforce
10839764,Inactive Investor,Ruben Perez,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11161554,Inactive Investor,Jose Escobar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5348 Westheimer Rd",,,Salesforce
343858,,Edward Howison,Partner,Maseco Private Wealth,edward.howison@masecopw.com, -430618,Manual List Upload
11163681,Inactive Investor,Gary Dowling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",gary.dowling@ml.com,,Salesforce
9573792,,Mikelle Copella,,,mcopella@stratoswealthpartners.com,,List import
10992060,Inactive Investor,Nicholas Williams,,Edward Jones Kingwood TX 2815 W Lake Houston Pkwy,,,Salesforce
11160342,Inactive Investor,Michael Schwartz,Financial Advisor;Financial Planning Specialist;First Vice President;Workplace Advisor,Morgan Stanley New York NY 399 Park Ave,michael.l.schwartz@morganstanley.com,,Salesforce
10894626,Inactive Investor,Anthony Lee,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",anthony.lee@schwab.com,,Salesforce
11005214,Inactive Investor,Alexander Quinones,Financial Advisor Trainee,Edward Jones Grafton ND 1 W 5th St,quinones@edwardjones.com,,Salesforce
10494066,,Arul Prasad,,Virtu,aprasad@virtu.com,,List Import
10361200,,Stefano Di Geronimo,,,stefano@unionblock.io,,Web Form Fillout
11052925,Inactive Investor,Neil Weiss,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",neilweiss@financialguide.com,,Salesforce
11071190,Inactive Investor,Anthony Decristofaro,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,adecristofaro@gwnsecurities.com,,Salesforce
9604294,,MATTHEW MAWBY,,,truhoster@gmail.com,,List import
344283,,John Ramsgard,,Wells Fargo Advisors,john.ramsgard@wfa.com,,
9599537,,Matthew Merwin,,,mmerwin@fmncc.com,,List import
11065831,Inactive Investor,Luke Tabler,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10979510,Inactive Investor,Shireen Sharma,,"Intirety, LLC Selah WA Private Residence",shireen@opalws.com,,Salesforce
226694,, -,,[[Unknown]],damir.magconsulting@ijd.si,,Initial Salesforce Import
11232928,Inactive Investor,Aaron Winters,Senior Consultant,"Osaic Wealth, Inc.",,,Salesforce
9618464,,Edward Chen,,,echen@bamfunds.com,,List import
11070971,Inactive Investor,Darlene Pachot,Financial Planner,"Voya Financial Advisors, Inc. Los Angeles CA Private Residence",darlene.pachot@voyafa.com,,Salesforce
10983283,Inactive Investor,Riley Kraemer,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",riley.kraemer@nm.com,,Salesforce
10929271,Inactive Investor,Beau Hanowski,Financial Advisor,Edward Jones Saint Joseph MN 24 W Birch St,beau.hanowski@edwardjones.com,,Salesforce
11170784,Inactive Investor,Ana Del Rio-Barba,,PFS Investments Inc. Ventura CA 701 E Santa Clara St,ana.delrio@primerica.com,,Salesforce
10999854,Inactive Investor,Sarah Ludwiczak,,"MML Investors Services, LLC",,,Salesforce
9611866,,Amit Kaul,,,tigrs99@yahoo.com,,List import
11075662,Inactive Investor,Jessica Fink,,LPL Financial LLC San Luis Obispo CA 1266 Monterey St,jessica.fink@lpl.com,,Salesforce
11017366,Inactive Investor,Rose Farrar,Registered Client Service Associate,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",rose.farrar@ampf.com,,Salesforce
11140706,Inactive Investor,Donald Eustice,,"LaSalle St Securities, L.L.C. East Aurora NY 634 Main St",deustice@lasallest.com,,Salesforce
11199298,Inactive Investor,Winne Wang,Associate,J.P. Morgan Securities LLC Phoenix AZ 701 E Bell Rd,winne.wang@jpmorgan.com,,Salesforce
10777814,Inactive Investor,Chester Wortham,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,chester.wortham@fidelity.com,,Salesforce
10805497,Inactive Investor,Matthew Warshaw,First Vice President - Investments,"Raymond James & Associates, Inc. Woodbury NY 135 Crossways Park Dr",matt.warshaw@raymondjames.com,,Salesforce
9625459,,Mike Parto,,,mehrdadprto@earthlink.net,,List import
11079510,Inactive Investor,Michael Tessler,,"The Leaders Group, Inc.",,,Salesforce
11230721,Inactive Investor,Boyd Bergen,,LPL Financial LLC Eatontown NJ 145 Wyckoff Rd,,,Salesforce
10969977,Inactive Investor,Daniel Chaput,Financial Advisor,Edward Jones Carbondale CO 981 Cowen Dr,daniel.chaput@edwardjones.com,,Salesforce
10974825,Inactive Investor,Michael Richardson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10951171,Inactive Investor,William Cleare,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,wcleare@ft.newyorklife.com,,Salesforce
11162002,Inactive Investor,Jennifer Jones,Member;Partner,"Laurel Wealth Advisors, LLC",,,Salesforce
9547700,,William Hall,,,billhall@financialguide.com,,List import
10955009,Inactive Investor,Bryce Black,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
346364,,Felix Betro,Managing Member,Betro Mileszko & Company,fbetro@betro.com,508-698-4949,Manual List Upload
10781856,Inactive Investor,David Christian,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,david.christian@fidelity.com,,Salesforce
11061464,Inactive Investor,Christopher Carlson,Financial Advisor;Member,Savant Wealth Management Plymouth MI 218 S Main St,ccarlson@savantwealth.com,,Salesforce
9602058,,Kurt Arseneau,,,kurt.arseneau@clsinvest.com,,List import
11193674,Inactive Investor,Michael Burrows,Financial Advisor,UBS Financial Services Inc. Hudson OH 43 Village Way,michael.r.burrows@ubs.com,,Salesforce
10981403,Inactive Investor,Kathy Wells,,"Farmers Financial Solutions, LLC Denver CO 10200 E Girard Ave",kwells@farmersagent.com,,Salesforce
11133573,Inactive Investor,Jinghao Li,,"MML Investors Services, LLC Oakland CA 212 International Blvd",khinglee@financialguide.com,,Salesforce
11187581,Inactive Investor,Jeffrey Blind,,"Samuel A. Ramirez & Company, Inc.",jeffrey.blind@ramirezco.com,,Salesforce
11235860,Inactive Investor,Noah Spencer,Research Analyst,Midland Wealth Management Rockford IL 6838 E State St,nspencer@midlandsb.com,,Salesforce
10787364,Inactive Investor,Thomas Herrmann,,GWN Securities Inc.,therrmann@gwnsecurities.com,,Salesforce
11204907,Inactive Investor,Carmen Esquivel,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,cesquivel@primerica.com,,Salesforce
10971430,Inactive Investor,Christine Anderson,,"Northwestern Mutual Investment Services, LLC Modesto CA 1300 K St",christine.anderson@nm.com,,Salesforce
11203493,Inactive Investor,Nicole Muenz,,Thrivent Investment Management Inc.,nicole.muenz@thrivent.com,,Salesforce
10879901,Inactive Investor,Giovanna Digennaro,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,giovanna.digennaro@fidelity.com,,Salesforce
9415756,,Renata O'Neill,,O'Neill Trust,renataoneill@gmail.com,,List Import
9559169,,Patricia Cage,,,tcage@cbiz.com,,List import
11013792,Inactive Investor,Meghan Peterson,,"DFPG Investments, LLC",mpeterson@dfpg.com,,Salesforce
10959135,Inactive Investor,Carla Jimenez Abreu,,J.P. Morgan Securities LLC New York NY 253 Broadway,carla.jimenezabreu@chase.com,,Salesforce
11022458,Inactive Investor,Matthew Vanauker,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11124021,Inactive Investor,Bennett Desimone,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,bennett_desimone@vanguard.com,,Salesforce
11093546,Inactive Investor,Jody Chadwick,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Danvers MA 222 Rosewood Dr",jody.chadwick@rbc.com,,Salesforce
349974,,Marvin Hale,Financial Planner,"SagePoint Financial, Inc.",mhale@sagepointadvisor.com,800-552-3319,
11151417,Inactive Investor,Jody Bidlack,,"Osaic Wealth, Inc.",,,Salesforce
11043731,Inactive Investor,Lay Rosenheimer,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",,,Salesforce
11182229,Inactive Investor,Jeffrey Leung,,"Ameritas Investment Company, LLC Sacramento CA 1501 El Camino Ave",jleung@ameritas.com,,Salesforce
11083178,Inactive Investor,Russell Dizer,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,russell.dizer@ceterainvestors.com,,Salesforce
10847368,Inactive Investor,Jon Webb,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jon.webb@fmr.com,,Salesforce
11119027,Inactive Investor,John Fitch,First Vice President - Investments,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",jef.fitch@raymondjames.com,,Salesforce
346858,,Dana Arrighi,Executive Director,Loancore Capital Credit Advisor Llc,darrighi@loancore.com,203-861-6000,Manual List Upload
10951701,Inactive Investor,Jennifer Foust,,"Allstate Financial Services, LLC Pleasanton CA 243 Main St",,,Salesforce
10814834,Inactive Investor,John Sawka,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 200 Glastonbury Blvd",john_sawka@ml.com,,Salesforce
10870097,Inactive Investor,Gunjan Ahuja,Market Supervision Manager,TD Private Client Wealth LLC Exton PA 100 Ironlake Blvd,gunjan.ahuja@td.com,,Salesforce
11236967,Inactive Investor,Ronald Searles,Investment Advisor Representative;Relationship Manager,Fitzwilliams Wealth Management Inc.,,,Salesforce
10611667,,Richard Zins,"Financial Advisor, Senior Vice President - Wealth Management",,richard.zins@ubs.com,,List Import
10956140,Inactive Investor,Lucas Owings,,"Cambridge Investment Research, Inc. Syracuse NY 7293 Buckley Rd",,,Salesforce
10971897,Inactive Investor,Robert Rexford,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
9636374,,Mark Fellows,,,mark.fellows@benjaminfedwards.com,,List import
11075078,Inactive Investor,John Coffey,Financial Advisor,LPL Financial LLC Hinsdale IL 123 E Ogden Ave,john.coffey@lpl.com,,Salesforce
10957505,Inactive Investor,David Cardany,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.cardany@fidelity.com,,Salesforce
9643463,,Lianxin He,,,kindlion90@gmail.com,,List import
143591,,Bradley Cameron,,Eagle Strategies LLC,bacameron@ft.newyorklife.com,,
9603310,,Stacy Ames,,,stacy.ames@directedcapital.com,,List import
10813696,Inactive Investor,Paul Mendelsohn,Chief Compliance Officer;Chief Investment Officer;President,"Windham Financial Services, Inc.",pmendelsohn@windhamfinancial.com,,Salesforce
11004401,Inactive Investor,Darlene Fulmer,,"MML Investors Services, LLC Parsippany NJ 1 Gatehall Dr",dfulmer@financialguide.com,,Salesforce
9632978,,Nancy James,,,nancy.james@investmentbox.com,,List import
11217148,,Jody Sharer,,,jsharer@nestlerode.com,,Other
9577143,,Donald Kingsmore,,,doc.kingsmore.64@gmail.com,,List import
9607460,,Kidus -,,,kidusteshomefikrte@gmail.com,,List import
214815,,Juan Carlos Lascurain,,[Unknown],juancarloslascurain@gmail.com,,source
11024205,Inactive Investor,Russell Hewitt,,State Farm VP Management Corp. Orangeburg SC 2121 Saint Matthews Rd,,,Salesforce
9580902,,Michael Miroballi,,,michael.miroballi@huntington.com,,List import
9615612,,Benjamin Kuehn,,,bkuehn@gwwade.com,,List import
11236942,Inactive Investor,Patrick Manning,Financial Advisor,"Wilian Securities, LLC",conor@wilianfinancial.com,,Salesforce
11022421,Inactive Investor,Mike Maurno,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,michael.maurno@fmr.com,,Salesforce
11081806,Inactive Investor,Anton Ryzhov,,Citigroup Global Markets Inc.,,,Salesforce
6629616,,Gazi Mohammed Mobin Ahmed,,,gazimubin2018@gmail.com,,Web Form Fillout
10868723,Inactive Investor,Eddie Gassaway,Associate Vice President - Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Flower Mound TX 6201 Long Prairie Rd",eddie.gassaway@wellsfargo.com,,Salesforce
9547106,,George Wehrfritz,,,george@saratogarim.com,,List import
10880105,Inactive Investor,Syed Ali,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,syed.ali@fmr.com,,Salesforce
10962444,Inactive Investor,Jeremy Matican,,Jefferies LLC,jmatican@jefferies.com,,Salesforce
10762807,Inactive Investor,Michael Tuscano,Financial Advisor;Senior Vice President;Workplace Advisor,Morgan Stanley New York NY 101 Park Ave,michael.tuscano@morganstanley.com,,Salesforce
10941724,Inactive Investor,Tracy Fuentes,,"DAI Securities, LLC Iselin NJ 111 Wood Ave S",,,Salesforce
10876608,Inactive Investor,Dillon Duren,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,dillon.duren@fmr.com,,Salesforce
11024210,Inactive Investor,Heidi Kennedy,,"Grove Point Investments, LLC Claysburg PA Private Residence",hkennedy@hbeckinc.com,,Salesforce
10951055,Inactive Investor,Jennifer Miller,,"Osaic Wealth, Inc. Brentwood TN 750 Old Hickory Blvd",,,Salesforce
10900051,Inactive Investor,Steven Frith,Financial Advisor,LPL Financial LLC Davis CA 508 2nd St,steven.frith@lpl.com,,Salesforce
11127618,Inactive Investor,Andrew Wheeler,Senior Financial Advisor,Roush Investment Group,andy@r2ri.com,,Salesforce
10867286,Inactive Investor,Robert Brown,Financial Advisor,LPL Financial LLC Monroe LA 1900 N 18th St,robert.c.brown@lpl.com,,Salesforce
11254121,Inactive Investor,Ning Sun,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11079461,Inactive Investor,Matthew Orgass,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11064220,Inactive Investor,Matthew Gerlach,Financial Advisor,Edward Jones Verona WI 951 Kimball Ln,matt.gerlach@edwardjones.com,,Salesforce
9590737,,Alfio Gangemi,,,gangemialfio42@gmail.com,,List import
10923150,Inactive Investor,Daisy Aceves,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11202255,Inactive Investor,Scott Gerding,,"Bankers Life Securities, Inc. Okemos MI 2149 Jolly Rd",scott.gerding@bankerslife.com,,Salesforce
11020758,Inactive Investor,Adela Hicks,,"Farmers Financial Solutions, LLC Canoga Park CA 7041 Owensmouth Ave",,,Salesforce
9605203,,Christopher McGinley,,,cmcginley@federatedinv.com,,List import
11053490,Inactive Investor,Michael Tarascio,Chief Compliance Officer;Owner,"Tarascio Financial Planning, LLC",,,Salesforce
11007590,Inactive Investor,Kelly O'Brien,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",kelly.obrien@nm.com,,Salesforce
11099878,Inactive Investor,Stephen Galib,Owner,Stephen P Galib CRPC,,,Salesforce
10647281,,Kathryn Carabello,,,kaytie.carabello@edwardjones.com,,List Import
11162147,Inactive Investor,Daryl Hable,,"American Trust Investment Services, Inc. Newport Beach CA 5000 Birch St",d.hable@amtruinvest.com,,Salesforce
10772298,Inactive Investor,Andrew Kelly,Associate Director - Portfolio Management;Wealth Management Analyst,Morgan Stanley Shrewsbury NJ 1030 Broad St,andrew.kelly@morganstanley.com,,Salesforce
10661664,,Paul Shufro,,,paul@greyrockcapitalgroup.com,,List Import
10850044,Inactive Investor,Melanie Mathis,Client Assistant,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,mmathis@rwbaird.com,,Salesforce
11085743,Inactive Investor,Kelly Eden,,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,kelly.eden@lpl.com,,Salesforce
9638023,,Duc Nguyen,,,dn@wedge.ch,,List import
10908729,Inactive Investor,Brandon Jacobs,,State Farm VP Management Corp. Biloxi MS 1978 Popps Ferry Rd,brandonjacobs@statefarm.com,,Salesforce
11130440,Inactive Investor,Michael Hiller,,Cetera Advisor Networks LLC Milwaukee WI 10150 W National Ave,hillerm@ceteranetworks.com,,Salesforce
11017397,Inactive Investor,Leona Barber,Compliance Advisor,Commonwealth Financial Network,lbarber@commonwealth.com,,Salesforce
10964026,Inactive Investor,Navinbhai Patel,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
11234671,Inactive Investor,Joshua Rezak,,Brookfield Oaktree Wealth Solutions LLC,,,Salesforce
10806717,Inactive Investor,Matthew Heling,Financial Advisor,Edward Jones Oconto WI 512 Brazeau Ave,matt.heling@edwardjones.com,,Salesforce
10954175,Inactive Investor,Jennifer Miles,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11027161,Inactive Investor,Juliette Prince,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",julie.prince@nm.com,,Salesforce
11153581,Inactive Investor,Michael Alvarado,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10809808,Inactive Investor,Edward Wight,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",ewight@massmutual.com,,Salesforce
10944360,Inactive Investor,James Burns,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,james.burns@primerica.com,,Salesforce
11116769,Inactive Investor,Christopher Chepy,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",chris.chepy@usbank.com,,Salesforce
10904980,Inactive Investor,Thomas Wloch,Financial Advisor,"Osaic Wealth, Inc. Franklin MI 30150 Telegraph Rd",,,Salesforce
10886138,Inactive Investor,Kevin Tyree,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,k.tyree@fi.com,,Salesforce
11295068,,Chris Smith,,,chrsm176@gmail.com,,Web Form Fillout
10970647,Inactive Investor,Christopher Plummer,,"MML Investors Services, LLC Rockford IL 1437 S Bell School Rd",,,Salesforce
10778663,Inactive Investor,Gail Hill,Financial Advisor;Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Kent WA 1405 Central Ave S",gail.hill@equitable.com,,Salesforce
204459,,Mariano A. Monti,CEO,CryptoBro,mamonti@hotmail.com,,
9631682,,Emiliano Gutierrez,,,emiliano.ventures@gmail.com,,List import
9648157,,Lawrence Porter,,,lawrencechipporter@gmail.com,,List import
11024350,Inactive Investor,Steven Womack,,State Farm VP Management Corp. Memphis TN 848 S Cooper St,,,Salesforce
9620872,,Eric Kee,,,kskee07@gmail.com,,List import
9646765,,Bernadette Teo,,,berniemteo@gmail.com,,List import
9609090,,hung nguyen,,,nguyentrunghung111@gmail.com,,List import
9596142,,Jeffrey Sherman,,,jeffrey.sherman@doubleline.com,,List import
10811804,Inactive Investor,Thomas Gervais,,State Farm VP Management Corp. Rochester NY 4124 W Henrietta Rd,tom.gervais.ssky@statefarm.com,,Salesforce
10980248,Inactive Investor,Ruben Angulo,Advisor;Investment Advisor Representative;Vice President,"Trajan Wealth, L.L.C. Tucson AZ 3567 E Sunrise Dr",ruben@trajanwealth.com,,Salesforce
11146088,Inactive Investor,Paveljit Bindra,Chief Executive Officer,Episteme Advisors,,,Salesforce
10780665,Inactive Investor,Maggie Ho,,UBS Financial Services Inc.,,,Salesforce
9568708,,Mark Vandermeer,,,mvandermeer@lvzadvisors.com,,List import
10892654,Inactive Investor,Steve Thurston,Financial Advisor,Edward Jones Leominster MA 1041 Central St,steve.thurston@edwardjones.com,,Salesforce
11061277,Inactive Investor,Alex Huff,,"Cambridge Investment Research, Inc. Huntington Beach CA 16541 Gothard St",,,Salesforce
9542670,,JOSH GIBSON,,,josh.gibson@gsr.io,,List import
11005357,Inactive Investor,Daniel Morgan,,PFS Investments Inc. Carnegie PA 102 Broadway St,daniel.morgan@primerica.com,,Salesforce
11121057,Inactive Investor,Thomas Blumberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",,,Salesforce
10847758,Inactive Investor,Harry Mentonis,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",harry.mentonis@nm.com,,Salesforce
9596440,,Greg Groff,,,groffs72@gmail.com,,List import
10850868,Inactive Investor,Craig Diamond,Investment Advisor Representative;Senior Vice President,"Chapin, Davis Baltimore MD 1340 Smith Ave",cdiamond@chapindavis.com,,Salesforce
10823796,Inactive Investor,Stephanie Ems,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,stephanie.ems@edwardjones.com,,Salesforce
70786,,Min Guo,Finance,Private,minguo_2002@yahoo.com,,
11036599,Inactive Investor,Oscar Rodriguez,Partner,Off Camber Creative LLC,oscar@offcambercreative.com,,Salesforce
7044482,,Roy Hart,,,hokirar572@orgria.com,,Web Form Fillout
9623842,,marco d,,,marek.rohon@denax.sk,,List import
10930151,Inactive Investor,Karen Lund,,LPL Financial LLC Buffalo NY 285 Delaware Ave,karen.lund@lpl.com,,Salesforce
10925205,Inactive Investor,Brandon Lomax,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11037036,Inactive Investor,Jennifer Berdell,Director - Wealth Management;Founding Partner,"Kinloch Capital, LLC",jennifer.berdell@kinlochcapital.com,,Salesforce
11150994,Inactive Investor,Cameron Mager,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",cameron.mager@nm.com,,Salesforce
231185,, -,,[[Unknown]],kvansielman@gmail.com,,
10959230,Inactive Investor,Mary Furfaro,,"Empower Financial Services, Inc Saint Louis MO 133 S 11th St",mary.furfaro@gwrs.com,,Salesforce
11183459,Inactive Investor,Joel Coleman,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",joel.coleman@wellsfargoadvisors.com,,Salesforce
10977834,Inactive Investor,Alexander Komarynskyj,,D.A. Davidson & Co. New York NY 570 Lexington Ave,,,Salesforce
235712,, -,,[[Unknown]],hughesb486@gmail.com,,
215426,,Gabe Canga,,[Unknown],gcanga85@gmail.com,,Organic Search
10963843,Inactive Investor,Jessica Light,Financial Planner,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",jessica.light@prudential.com,,Salesforce
342566,,Tony Peyser,"Vice President, Co-CIO, Director, General Partner",P&a Capital Advisors,tpeyser@peyalex.com,212-764-6455,Manual List Upload
10889603,Inactive Investor,John Buxton,Financial Advisor,Edward Jones Broken Arrow OK 1145 S Aspen Ave,brad.buxton@edwardjones.com,,Salesforce
10931192,Inactive Investor,Kelly Burden,Financial Advisor,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,,,Salesforce
11196505,Inactive Investor,Axel Jimenez,,State Farm VP Management Corp. Normal IL 1520 E College Ave,,,Salesforce
11076099,Inactive Investor,Graham Barrett,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11205869,Inactive Investor,Bradley Bales,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11094715,Inactive Investor,Amanda Marshall,Senior Wealth Strategy Associate,UBS Financial Services Inc. Hobe Sound FL Private Residence,amanda.marshall@ubs.com,,Salesforce
10843598,Inactive Investor,Lee Kramer,Chief Compliance Officer;Founder;Owner;Portfolio Manager;President,Capital Management Analytics,lkramer@cma-investments.com,,Salesforce
10946537,Inactive Investor,Ashley Miller,,Cetera Investment Services LLC State College PA 117 S Allen St,,,Salesforce
11090307,Inactive Investor,Raynelle Grace,,Vanguard Marketing Corporation,raynelle_grace@vanguard.com,,Salesforce
10489214,,Sean Jowers,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",sean.jowers@wellsfargoadvisors.com,,List Import
9550192,,Bruce Thompson,,,bruce@twmltd.com,,List import
11039828,Inactive Investor,Bruce Betz,Financial Consultant;Vice President,"NBC Securities, Inc. Cockeysville MD 6 N Park Dr",bbetz@nbcsecurities.com,,Salesforce
10833965,Inactive Investor,Jay Taparia,Chief Compliance Officer;Founder;President;Senior Portfolio Manager;Tax Accountant,"Sanskar Advisors, Inc. Willowbrook IL 6870 Fieldstone Dr",jay@sanskar.com,,Salesforce
10807533,Inactive Investor,David Barrow,Financial Advisor,Edward Jones Amarillo TX 3416 Olsen Blvd,david.barrow@edwardjones.com,,Salesforce
11146810,Inactive Investor,Dante Owens,,PFS Investments Inc. Saint Ann MO 500 NW Plaza Dr,dante.owens@primerica.com,,Salesforce
10946232,Inactive Investor,Cheyenne Newsock,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",cheyenne.newsock@nm.com,,Salesforce
11139337,Inactive Investor,Glenn Baker,,"Raymond James & Associates, Inc.",glenn.baker@raymondjames.com,,Salesforce
10918306,Inactive Investor,Rebecca Kottraba,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",rebecca.kottraba@schwab.com,,Salesforce
11076803,Inactive Investor,Thomas Trela,Financial Advisor;Managing Partner,"Maryland Financial Group, Inc. Lutherville Timonium MD 108 W Timonium Rd",,,Salesforce
10878814,Inactive Investor,Thomas Curran,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11171753,Inactive Investor,Gayle Hobson,Financial Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",gayle.s.hobson@ampf.com,,Salesforce
345451,,Sean Dolan,"Partner, Head Of Midstream Infrastructure",Astatine Investment Partners,sean.dolan@alinda.com,203-930-3800,Manual List Upload
10645866,,Carole Liang,,,carole.malone@wellsfargoadvisors.com,,List Import
10755225,Inactive Investor,Courtney Kasenchak,Financial Advisor;Vice President,Janney Montgomery Scott LLC Williamsport PA 25 W 3rd St,ckasenchak@janney.com,,Salesforce
11261261,Inactive Investor,Peter Pavlov,Director - Research,"Lynx Investment Advisory, LLC Columbia MD 8850 Columbia 100 Pkwy",ppavlov@lynxinvestment.com,,Salesforce
10830827,Inactive Investor,John Friesen,Branch Director;Financial Advisor;Managing Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lufkin TX 5030 Champions Dr",,,Salesforce
9553198,,Am T,,,tyiamos@hotmail.com,,List import
204882,,Matthew Heater,,[Unknown],mattalanheater@gmail.com,,Direct
11174859,Inactive Investor,Carol Duggan,Financial Consultant,Thrivent Investment Management Inc. Frohna MO 6267 Main St,carol.grebing-duggan@thrivent.com,,Salesforce
9610439,,Samuel Liew,,,samueliew@icloud.com,,List import
74624,,Sarah Brock,Chief Compliance Officer,"Colony Family Offices, Llc",sarah.brock@colonyfamilyoffices.com,704-285-7300,Manual List Upload
11069998,Inactive Investor,Herbert Walton,,"TradeStation Securities, Inc.",hwalton@tradestation.com,,Salesforce
10827059,Inactive Investor,Preston Shaw,,"Wells Fargo Clearing Services, LLC Rapid City SD 4905 5th St",preston.shaw@wellsfargoadvisors.com,,Salesforce
10829937,Inactive Investor,Peter Glickenhaus,,Sigma Financial Corporation Palmetto FL Private Residence,pglickenhaus@sigmarep.com,,Salesforce
11076294,Inactive Investor,Benjamin Long,,"Capital Investment Group, Inc.",along@capital-invest.com,,Salesforce
11029118,Inactive Investor,Kelly Hubrig,Wealth Advisor,LPL Financial LLC Wahpeton ND 717 2nd Ave N,kelly.hubrig@lpl.com,,Salesforce
213411,,Terry Ely,,Grant Resource Company,grantresourcecompany@gmail.com,(918) 497-6445,
10585271,,[Unknown],,,taeyang.mok@gmail.com,,Web Form Fillout
9643482,,DATTATRAYA GALAVE,,,dkyouraj@gmail.com,,List import
10963033,Inactive Investor,Edmund Dlugensky,Director,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10831475,Inactive Investor,Russell Manners,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,rmanners@dadco.com,,Salesforce
11114404,Inactive Investor,Ajay Jain,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",ajain@financialguide.com,,Salesforce
11116030,Inactive Investor,Turner Carvin,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,,,Salesforce
11201496,Inactive Investor,Mark Werthmann,,PFS Investments Inc. Naperville IL 25 S Washington St,mark.werthmann@primerica.com,,Salesforce
11141060,Inactive Investor,Stephen Kinney,Financial Advisor,Edward Jones Rockmart GA 100 S Marble St,steve.kinney@edwardjones.com,,Salesforce
10949913,Inactive Investor,Daria Fray,Team Lead,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11029277,Inactive Investor,Samanda Darity,,"First Citizens Investor Services, Inc. Hendersonville NC 539 N Main St",sam.darity@firstcitizens.com,,Salesforce
11191045,Inactive Investor,Jorge Cristoffanini,Senior Vice President,HSBC Securities (USA) Inc. Whitefish MT Private Residence,,,Salesforce
10941008,Inactive Investor,Ki Shin,,"Ameriprise Financial Services, LLC Duluth GA 2180 Satellite Blvd",,,Salesforce
233760,, -,,[[Unknown]],vogelsteven8@gmail.com,,Content
10971338,Inactive Investor,Diwash Singh,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
44710,,Mark Massen,Branch Office Supervisor,"Transamerica Financial Advisors, Inc",mark.massen@transamerica.com,614-848-7898,
10869535,Inactive Investor,Ashley Alexander,Senior Client Service Associate,"Raymond James & Associates, Inc. Florence SC 1452 W Evans St",ashley.alexander@raymondjames.com,,Salesforce
10974916,Inactive Investor,Lauren Ashley Nallie,,J.P. Morgan Securities LLC Los Angeles CA 1500 Vine St,lauren.a.nallie@chase.com,,Salesforce
11135970,Inactive Investor,Karen Lee,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,karenlee.team@fidelity.com,,Salesforce
11127572,Inactive Investor,David Bradford,Financial Advisor,Edward Jones Palm City FL 3662 SW 30th Ave,david.bradford@edwardjones.com,,Salesforce
4590141,,Gilberto Garcia Hernandez,,,gilbertogarciahernandez816@gmail.com,,Web Form Fillout
10646845,,Steven Booren,,,steve.booren@lpl.com,,List Import
10951652,Inactive Investor,Jaskaran Lail,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
10612507,,Jeffrey Brehm,"Financial Advisor, Franchise Owner",,jeffrey.s.brehm@ampf.com,,List Import
10792830,Inactive Investor,Dustin White,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",dustin.white@ml.com,,Salesforce
11074816,Inactive Investor,Robert Papelian,Co-Chief Investment Officer;Senior Wealth Advisor,REDW Wealth LLC Phoenix AZ 5353 N 16th St,robert.papelian@redw.com,,Salesforce
11036292,Inactive Investor,Angela Hymel,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",angela.hymel@firstcitizens.com,,Salesforce
11046310,Inactive Investor,Trevor Rice,,"Avantax Investment Services, Inc. Stevenson Ranch CA 24961 The Old Rd",,,Salesforce
10882344,Inactive Investor,Li Wang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11159965,Inactive Investor,Frank Akridge,Financial Advisor;Financial Professional,Optivise Advisory Services LLC Roswell GA Private Residence,,,Salesforce
11176798,Inactive Investor,David Higgins,,"FBL Marketing Services, LLC Wickenburg AZ 300 N Tegner St",,,Salesforce
10551065,,Afshin Javan,,,afshin_javan_wallace@yahoo.com,,Web Form Fillout
9580411,,Barbara Dicostanzo,,,bdicostanzo@penbrookllc.com,,List import
11088159,Inactive Investor,Charles West,Chief Compliance Officer;Managing Member;Senior Consultant,"Endurance Financial, LLC",charles@endurancefp.com,,Salesforce
11060541,Inactive Investor,Patricia Leach,Registered Associate,Morgan Stanley Coeur D Alene ID 505 E Front Ave,patti.leach@morganstanley.com,,Salesforce
10757634,Inactive Investor,Thomas Eisenstadt,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Westlake Village CA 3075 Townsgate Rd",eisenstadtt@stifel.com,,Salesforce
11172120,Inactive Investor,Joseph Pagano,,Commonwealth Financial Network Thousand Oaks CA 3625 E Thousand Oaks Blvd,,,Salesforce
9625690,,Peter Ramirez,,,soulfulweekends2@gmail.com,,List import
10619090,,Bradley Johnson,,,bjohnson@riverstreetadvisors.com,,List Import
10614050,,Theodore Geller,Financial Advisor,,theodore.geller@wellsfargoadvisors.com,,List Import
10863343,Inactive Investor,David Gilbert,,"Mason Securities, Inc.",,,Salesforce
370911,,James Neuwirth,,United States,jneuwirth@8acre.net,,Salesforce
372381,,Dustin Lough,,United States,d_lough@msn.com,,Event
11182580,Inactive Investor,Steven Kay,,"AmeriVet Securities, Inc.",skay@amerivetsecurities.com,,Salesforce
10616425,,Kevin Sullivan,,,ksulliv2@wintrustwealth.com,,List Import
27582,,Bruce E. Barnes,,INDIVIDUAL INVESTOR,beb1948@cox.net,6023156851,
11210809,Inactive Investor,Donavyn Hardy,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tarzana CA 18337 Ventura Blvd",donavyn.hardy@ml.com,,Salesforce
9610692,,alan tsang,,,alanat30@gmail.com,,List import
11077755,Inactive Investor,Aaron Scholl,Financial Advisor,Edward Jones Middlebury IN 830 S Main St,aaron.scholl@edwardjones.com,,Salesforce
10948043,Inactive Investor,L C Baxter,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",lc.baxter@schwab.com,,Salesforce
9580622,,Teddy Gorisse,,,teddy.gorisse@gmail.com,,List import
10819977,Inactive Investor,Michael Henriksen,,Colliers Securities LLC,,,Salesforce
11230920,Inactive Investor,Mark Ramsey,Divisional Manager,LPL Financial LLC Andover MA 300 Brickstone Sq,mark.ramsey@lpl.com,,Salesforce
9609132,,CP Mou,,,cmou@capitalg.com,,List import
10847591,Inactive Investor,Eric Baarck,Financial Consultant,Thrivent Investment Management Inc. Frankenmuth MI 250 S Main St,eric.baarck@thrivent.com,,Salesforce
10952952,Inactive Investor,John York,Account Executive,"ProActive Advisors, LLC",jlyork@proactiveadvisors.com,,Salesforce
9571999,,Clark -,,,clarkg27@gmail.com,,List import
10886999,Inactive Investor,Ronald Klimas,,"Osaic Wealth, Inc. Knoxville TN 9729 Cogdill Rd",,,Salesforce
10915348,Inactive Investor,Alexander Zinger,,"Cadaret, Grant & Co., Inc. New York NY 14 Wall St",,,Salesforce
341026,,Patric Eng,Financial Planner,Perspective Financial Services Llc,peng@moneyaz.com,602-281-4357,Manual List Upload
10661684,,Colin Chase,,,colinchase@mindfulmoneyfinancial.com,,List Import
10791431,Inactive Investor,Timothy Schanz,Investment Services Advisor,PNC Investments Cleveland OH 1900 E 9th St,timothy.schanz@pnc.com,,Salesforce
336320,,Klopp Klopp,Member,Klopp Investment Management Llc,jk@kloppinvestment.com,216-566-1100,Manual List Upload
9562832,,Karen Smith,,,karen.smith@wealthspire.com,,List import
382,,,,,larry8589@centrum.cz,,
10974191,Inactive Investor,Christie Bonnice,,State Farm VP Management Corp.,,,Salesforce
9551176,,Stephen Caplan,,,scaplan@hamiltonlane.com,,List import
11044455,Inactive Investor,Kathleen Broussard,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168623,Inactive Investor,Joseph Fossati,,J.P. Morgan Securities LLC Austin TX 5145 Ranch Road 620 N,joseph.fossati@jpmorgan.com,,Salesforce
10796086,Inactive Investor,Harold Garden,Financial Advisor,"Wells Fargo Clearing Services, LLC Kearney NE 21 W 21st St",h.garden@wellsfargoadvisors.com,,Salesforce
11140997,Inactive Investor,Patricia Kappen,,"Centaurus Financial, Inc. Irvine CA 9870 Research Dr",pkappen@cfiemail.com,,Salesforce
42285,,Cathy Huang,,Hbs,zhaoying.huang@gmail.com,3477010439,
10489023,,Neal Litton,Retirement Income Advisor,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,neal.litton@usaa.com,,List Import
10848522,Inactive Investor,Thomas Lonergan,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",thomas.lonergan@wellsfargoadvisors.com,,Salesforce
11022618,Inactive Investor,Mei Robinet,,J.P. Morgan Securities LLC Sunnyvale CA 410 S Mathilda Ave,mei.robinet@jpmorgan.com,,Salesforce
10809585,Inactive Investor,Michael Baumgardner,Financial Advisor,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",mike.baumgardner@ampf.com,,Salesforce
10960132,Inactive Investor,Sabrina Panek,,"Raymond James & Associates, Inc.",sabrina.panek@raymondjames.com,,Salesforce
10887845,Inactive Investor,Mark Delgadillo,Senior Financial Advisor,SFE Investment Counsel Inc.,mdelgadillo@sfeic.com,,Salesforce
151216,,alin markos,,[Unknown],alin.markos@hotmail.com,,Organic Search
10911657,Inactive Investor,Jacqueline Menna,,"Verity Investments, Inc. Ronkonkoma NY 3075 Veterans Memorial Hwy",jmenna@verityinvest.com,,Salesforce
85206,,Bhavna Gupta,Student,Delhi school of economics,bhavna14051998@gmail.com,,Event
10882946,Inactive Investor,Robert Whitaker,Financial Advisor,Edward Jones Atlanta GA 6000 Lake Forrest Dr,allen.whitaker@edwardjones.com,,Salesforce
10810209,Inactive Investor,Robert Brockmeier,Financial Advisor;Institutional Consulting Director;Senior Investment Management Consultant;Senior Vice President - Wealth Manag,Morgan Stanley Richmond VA 901 E Byrd St,robert.brockmeier@morganstanley.com,,Salesforce
10633092,,[Unknown],,,igospn@gmail.com,,Web Form Fillout
371142,,Margaret Suplido,,United States,margaretsuplido@yahoo.com,,source
10486551,,George Gish,,Cetera Investment Advisers LLC,ggish@verizon.net,,List Import
11255111,Inactive Investor,Brandy Stanford,Senior Financial Advisor,"Hardy Reed, LLC",bstanford@hardyreed.com,,Salesforce
11150917,Inactive Investor,Michelle Gallehugh,Registered Client Services Representative,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",michelle.gallehugh@raymondjames.com,,Salesforce
11150147,Inactive Investor,Diane Adams,Wealth Strategy Associate,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,diane.adams@ubs.com,,Salesforce
9602906,,Indra Muardi,,,ndrmuardi@gmail.com,,List import
9629196,,Sam Howard,,,sam@goalvestadvisory.com,,List import
10658840,,Alastair Wright,,,alastair.wright@chase.com,,List Import
10971612,Inactive Investor,Hui-Lin Hung,,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",hui-lin.hung@tfaconnect.com,,Salesforce
10874456,Inactive Investor,Kelly Haber,,Commonwealth Financial Network Ludlow MA 535 East St,khaber@commonwealth.com,,Salesforce
2766310,,Shaul Shalam,,,rainmancapital@outlook.com,,
10786074,Inactive Investor,Brian Cascio,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brian.cascio@fidelity.com,,Salesforce
9543639,,Curtis Brown,,,sitruc1956@yahoo.com,,List import
10920546,Inactive Investor,Winfield Geiger,,"Raymond James Financial Services, Inc. Cincinnati OH 1139 Fehl Ln",winfield.geiger@raymondjames.com,,Salesforce
11088525,Inactive Investor,Brett Corsetti,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10833077,Inactive Investor,Shelley Bullock,Wealth Manager,LPL Financial LLC Latham NY 3 Lear Jet Ln,shelley.bullock@lpl.com,,Salesforce
11028473,Inactive Investor,Kyle Butson,Financial Advisor,LPL Financial LLC Itasca IL 308 W Irving Park Rd,kyle.g.butson@lpl.com,,Salesforce
10758916,Inactive Investor,Arnold Peskin,Financial Advisor,Morgan Stanley Palm Beach Gardens FL Private Residence,arnold.m.peskin@morganstanley.com,,Salesforce
10844999,Inactive Investor,Christopher Odem,Client Advisor;Partner,"Freestone Capital Management, LLC",codem@freestonecapital.com,,Salesforce
10615802,,Jeffrey Oskin,,,jeff.oskin@jpmorgan.com,,List Import
9644421,,Howard Egger,,,ho105@icloud.com,,List import
11162763,Inactive Investor,Tara Reasoner,,"Wells Fargo Clearing Services, LLC Kearney NE 21 W 21st St",tara.d.reasoner@wellsfargo.com,,Salesforce
10837705,Inactive Investor,Thomas Ranney,Financial Advisor,Commonwealth Financial Network Westerville OH 470 Olde Worthington Rd,ranney@commonwealth.com,,Salesforce
11055087,Inactive Investor,Keith Mambretti,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,keith.mambretti@us.hsbc.com,,Salesforce
9601849,,zeyad Wanis,,,zeyad.wanis@stonehagefleming.com,,List import
10907766,Inactive Investor,Steven Cox,Financial Advisor,"Providence Financial Advisors, LLC Overland Park KS 6240 W 135th St",stcoxjr@pfa-llc.com,,Salesforce
10813657,Inactive Investor,Anita Brennan,Senior Vice President;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,anita.brennan@ubs.com,,Salesforce
10802400,Inactive Investor,Peter Kofflin,Associate Vice President;Branch Manager;Financial Advisor;Financial Planning Specialist,Morgan Stanley Jackson MI 3101 Spring Arbor Rd,peter.c.kofflin@morganstanley.com,,Salesforce
9569381,,Peter Lucien,,,peter.lucien@fmr.com,,List import
11064065,Inactive Investor,Brian Gruhlke,Senior Regional Leader,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,brian.gruhlke@primerica.com,,Salesforce
10815666,Inactive Investor,Mark Bailey,Financial Advisor,Edward Jones Pearland TX 5103 Broadway St,mark.t.bailey@edwardjones.com,,Salesforce
10921390,Inactive Investor,Sara Wacker,,PFS Investments Inc. Urbandale IA 3220 100th St,sara.wacker@primerica.com,,Salesforce
9584554,,Matthew Swanson,,,mswanson@ridgewoodenergy.com,,List import
10999892,Inactive Investor,Terressa Montgomery,,"Farmers Financial Solutions, LLC Seattle WA 15419 1st Ave S",tmontgomery@farmersagent.com,,Salesforce
9741,,John Holder,,Gvfp,jolderco@gmail.com,9704178353,
11066273,Inactive Investor,Marianne Lyons,,"Cambridge Investment Research, Inc. Wilkes Barre PA 613 Baltimore Dr",marianne.lyons@cambridgesecure.com,,Salesforce
9638384,,Angelo Savelloni,,,savellonia@mlhs.org,,List import
11025446,Inactive Investor,Abigail Huisinga,,J.P. Morgan Securities LLC Walled Lake MI 2181 N Pontiac Trl,,,Salesforce
10841073,Inactive Investor,James Peters,Financial Advisor,"Centaurus Financial, Inc. Costa Mesa CA 3525 Hyland Ave",jpeters@cfiemail.com,,Salesforce
11117711,Inactive Investor,Susan Crosby,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",susan.crosby@wellsfargoadvisors.com,,Salesforce
10987062,Inactive Investor,Natalia Reshetova,Senior Investment Analyst,EP Wealth Advisors,,,Salesforce
9571604,,Dustin Brown,,,dbrown@ofgltd.com,,List import
11161641,Inactive Investor,Harris Mandel,Assistant Vice President;Financial Planning Analyst,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,harris.mandel@morganstanley.com,,Salesforce
9564517,,Juhani Toivonen,,,juhani.toivonen@hotmail.com,,List import
9563217,,Uchebenu Aniogor,,,ucheaniogor@gmail.com,,List import
10784570,Inactive Investor,Elias Kontos,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC Boca Raton FL 3901 N Federal Hwy,louie.g.kontos@jpmorgan.com,,Salesforce
9562538,,Emmett Long,,,celongconstruction@gmail.com,,List import
177040,,Michael-Ann McAboy,Portfolio Manager,[Unknown],michael-ann.mcaboy@progenythree.com, +1 206 654 2011,Database Upload
11196285,Inactive Investor,Nathaniel Biddick,,"Avantax Investment Services, Inc.",,,Salesforce
22005,,Robert Cummings,Founder,Wind Point Partners,rlc@wppartners.com,1-312-255-4800,Database Upload
11127320,Inactive Investor,Robert Voegeli,,"Silver Oak Securities, Incorporated Fulton KY 208 Main St",danvoegeli@silveroaksecurities.com,,Salesforce
167231,,PB Biscuit,,[Unknown],pbb@protonmail.com,,Other
11181223,Inactive Investor,David McGrouther,Director;Financial Advisor;Managing Director;Senior Investment Management Consultant,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,david.mcgrouther@morganstanley.com,,Salesforce
11097397,Inactive Investor,Chad Warren,Financial Advisor,LPL Financial LLC Saint Louis MO 8860 Ladue Rd,chad.warren@lpl.com,,Salesforce
9586040,,Maryanne Ibach,,,mibach@financialguide.com,,List import
5562145,,Jean Mancusi,,,islandecoprojectmanagement@gmail.com,,Web form fillout
9609701,,Carl Brostedt,,,cbrostedt@verizon.net,,List import
11140247,Inactive Investor,Thomas Johnson,,J.P. Morgan Securities LLC Columbus OH 2660 E Main St,thomas.johnson@jpmorgan.com,,Salesforce
10612925,,Andrew Hollingsworth,Financial Advisor,,andrew.hollingsworth@lpl.com,,List Import
11217705,,Ryan Yount,,,ryan.yount@ml.com,,List Import
11133319,Inactive Investor,Leslie Holcomb,,"Ameritas Investment Company, LLC Greensboro NC 101 S Elm St",leslie.holcomb@ameritas.com,,Salesforce
10975340,Inactive Investor,Daniel Beilke,,State Farm VP Management Corp. Madison WI 601 N Whitney Way,daniel.j.beilke.rbbz@statefarm.com,,Salesforce
10795963,Inactive Investor,May Liu,Financial Consultant,LPL Financial LLC Simi Valley CA 2944 Tapo Canyon Rd,may.liu@lpl.com,,Salesforce
11080199,Inactive Investor,Haley Stevenson,,Edward Jones Stevensville MT 407 Main St,,,Salesforce
10985057,Inactive Investor,Jacob Roberts,,"Crews & Associates, Inc.",jroberts@crewsfs.com,,Salesforce
10981126,Inactive Investor,John Richmond,,"Sanford C. Bernstein & Co., LLC Seattle WA 601 Union St",john.richmond@bernstein.com,,Salesforce
10779096,Inactive Investor,Enrique Olavarria,Senior Vice President - Wealth Management;Senior Wealth Advisor,Citigroup Global Markets Inc. Key Biscayne FL 84 Crandon Blvd,enrique.olavarria@citigroup.com,,Salesforce
103918,,Felix Schmitz,Co-Founder / DevOps Consultant,Darumatic DevOps Consulting,felix.schmitz@gmail.com,,
10976708,Inactive Investor,Bachira Murray,,J.P. Morgan Securities LLC Rochester MI 3989 Crooks Rd,bachira.h.murray@chase.com,,Salesforce
10619511,,Matthew Winter,,,matthew.winter@morganstanley.com,,List Import
10903639,Inactive Investor,Michael Hauben,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,michael.hauben@fidelity.com,,Salesforce
2763341,,Filip Papay,,,filip.papay72@gmail.com,,
202871,,Robert Samsel,,[Unknown],jaaai@wp.pl,,Organic Search
11206433,Inactive Investor,Ashley Walters,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10766666,Inactive Investor,Peter Morris,,"Osaic FA, Inc. San Mateo CA 1510 Fashion Island Blvd",peter.morris@lfg.com,,Salesforce
10972065,Inactive Investor,Salvador Galliano-Arroyo,,Vanguard Marketing Corporation,salvador_gallianoarroyo@vanguard.com,,Salesforce
11254620,Inactive Investor,Sydney Hoffman,,Evercore Group L.L.C.,,,Salesforce
9553163,,Ronald Yates,,,ronyates@prodigy.net,,List import
11115326,Inactive Investor,Wendell Pinckard,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,wendell.pinckard@primerica.com,,Salesforce
11097269,Inactive Investor,Andrew Minor,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",andrew_minor@ml.com,,Salesforce
10800717,Inactive Investor,Melissa Matteson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",melissa_matteson@ml.com,,Salesforce
10824034,Inactive Investor,Lynnette Fernandez,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",lynette_fernandez@ml.com,,Salesforce
3871354,,Amit Kumar Ghosh,,,amit4tu@gmail.com,,Web Form Fillout
11019639,Inactive Investor,Audrey Marjerison,,Fidelity Brokerage Services LLC Westminster CO Private Residence,,,Salesforce
9617004,,Corey Garcia,,,c88orey@gmail.com,,List import
11096949,Inactive Investor,Thomas Haynes,Chief Compliance Officer;Founder;Managing Member,"Vine Capital Management, LLC",tom@vinecapitalmanagement.com,,Salesforce
11126459,Inactive Investor,Michelle Courson,Financial Advisor,Edward Jones Davison MI 10004 E Lippincott Blvd,michelle.courson@edwardjones.com,,Salesforce
9589953,,Michael Noel,"President, Secretary & Chief Compliance Officer","Taylor Stephens, Inc.",kw@thackeraypartners.com,,List import
11176779,Inactive Investor,Jeffrey Brown,Financial Advisor,"Raymond James & Associates, Inc. Alpharetta GA 100 N Point Ctr E",jeffrey.brown@raymondjames.com,,Salesforce
10619514,,Dino Capitani,,,dino.capitani@morganstanley.com,,List Import
10397654,,Nelson Vespa Junior,,,nvespa.us@gmail.com,,Web Form Fillout
10926419,Inactive Investor,Nicole Guerrero,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11182199,Inactive Investor,Maryann Chibbaro,Financial Advisor;First Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,maryann.chibbaro@morganstanley.com,,Salesforce
10763118,Inactive Investor,Christopher Walton,First Vice President;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Sheridan WY 135 N Main St,christopher.walton@morganstanley.com,,Salesforce
9541409,,Kira Wallette,,,kwallette@labora.com,,List import
10658216,,Jack Gentile,,,jgentile@williamblair.com,,List Import
374340,,Chris Quinn,,Charles Schwab,christopher.quinn@schwab.com,,Salesforce
10859470,Inactive Investor,Joan Birdsell,,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",joan.birdsell@ampf.com,,Salesforce
233752,, -,,[[Unknown]],1013309386@qq.com,,
11197572,Inactive Investor,Donna Breitweiser,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",breitweiserd@stifel.com,,Salesforce
167287,,Ken Oath,,[Unknown],far.ken.oath@protonmail.com,,
10487909,,Carla Brooks,"Managing Director, Regulatory Contact, Senior Managing Director",Commerce Street Investment Management,cbrooks@cstreetinv.com,,List Import
10843250,Inactive Investor,Mark Chemtob,Chief Executive Officer;Founder;Managing Member;Private Wealth Advisor,"Chemistry Wealth Management, LLC",mark@chemistrywealth.com,,Salesforce
11260465,Inactive Investor,Diane Berg,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
11188881,Inactive Investor,Michael Jones,,"Osaic Wealth, Inc. Midlothian VA 2805 Annakay Xing",,,Salesforce
10788894,Inactive Investor,Natanael Alvarado,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",natanael.alvarado@tiaa-cref.org,,Salesforce
11086622,Inactive Investor,Carlos Velis,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",carlos.velis@equitable.com,,Salesforce
10904084,Inactive Investor,James Wheeler,Financial Advisor,Edward Jones San Marcos TX 125 W Mccarty Ln,corey.wheeler@edwardjones.com,,Salesforce
9595944,,William Walker,,,aliaschuck56@gmail.com,,List import
10981662,Inactive Investor,Laura Castaneda,,J.P. Morgan Securities LLC West Palm Beach FL 10200 Okeechobee Blvd,,,Salesforce
11231197,Inactive Investor,Malik Alston,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,malik.alston@lpl.com,,Salesforce
9632943,,Duke Kim,,,duke.kim@gmail.com,,List import
11004038,Inactive Investor,Oleksandra Sorochenko,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,oleksandra.sorochenko@jpmorgan.com,,Salesforce
10973048,Inactive Investor,Minnekis Visser,,"Allstate Financial Services, LLC Arvada CO 7985 Allison Way",minnekisvisser@allstate.com,,Salesforce
9631549,,Dr. Matix,,,dr.matix0416@gmail.com,,List import
9639572,,Nobuyuki Inomata,,,n-inomata@nomura-am.co.jp,,List import
349029,,Mary Capasso,"Executive Vice President, Chief Operating Officer, General Counsel","Ppm Loan Management Company, Llc",mcapasso@ppmamerica.com,312-634-2500,Manual List Upload
11106757,Inactive Investor,Thomas Hall,President,Sage Investment Inc. Hanover NH 26 S Main St,,,Salesforce
10768586,Inactive Investor,Ernesto Esqueda,Regional Vice President,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,ernesto.esqueda@primerica.com,,Salesforce
82923,,Bennett Ely,,"Calton & Associates, Inc.",bkely@calton.com,,
9545803,,Bryan Lee,,,bryan.lee@timgt.com,,List import
11091891,Inactive Investor,Dottie Pinto,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,dottie.r.pinto@chase.com,,Salesforce
233804,, -,,[[Unknown]],szelinak@netscape.net,,
374258,,Kevin Grimes,President / Chief Investment Officer,Grimes & Co.,kevin@grimesco.com,5083663883,Google Natural Search
373750,,Daniel Markscheid,,[Unknown],dmarkscheid@gmail.com,,source
11143778,Inactive Investor,Brian Snerson,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,bsnerson@pksinvest.com,,Salesforce
9596394,,Jarett Levitsky,,,jlevitsky@johnsoninv.com,,List import
10816961,Inactive Investor,Nancy Ulch,Senior Client Associate,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",nancy.ulch@wfa.com,,Salesforce
10924947,Inactive Investor,Chestly Franklin,,"Osaic FS, Inc. Mobile AL Private Residence",,,Salesforce
10913497,Inactive Investor,Gilbert Voss,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gilbert.voss@fidelity.com,,Salesforce
11104894,Inactive Investor,William Shinners,,"Raymond James Financial Services, Inc. Morristown NJ 360 Mount Kemble Ave",william.shinners@raymondjames.com,,Salesforce
85714,,Colin Walsh,,Wave Holdings Inc,colinjameswalshy@gmail.com,8587681115,
8481168,,Robin Philip,,APS,robin.philip@africanpaymentsoltions.com,,List Import
10793840,Inactive Investor,Joseph Schwan,Financial Advisor,"Avantax Investment Services, Inc. Ronkonkoma NY 329 Hawkins Ave",joseph.schwan@lpl.com,,Salesforce
11173411,Inactive Investor,James Kovach,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jim.kovach@schwab.com,,Salesforce
11040271,Inactive Investor,Chad Dayton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 16450 Chagrin Blvd",chad.dayton@ml.com,,Salesforce
9585884,,Damián Carrera,,,damiancarrera1996@gmail.com,,List import
11069116,Inactive Investor,Wendy Oliver,,Commonwealth Financial Network Tucson AZ 125 E 5th St,woliver@commonwealth.com,,Salesforce
10845064,Inactive Investor,Evan Silverstein,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",esilverstein@financialguide.com,,Salesforce
11026734,Inactive Investor,Eric Kranowitz,,"Empower Financial Services, Inc Braintree MA Private Residence",eric.kranowitz@empower.com,,Salesforce
11106947,Inactive Investor,Brian Lloyd,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Painted Porch Advisors LLC,brian@paintedporchadvisors.com,,Salesforce
9648291,,Alex Mooney,,,contact.alexmooney@gmail.com,,List import
169458,,Ela Tas,,[Unknown],elatas@hotmail.de,,
10872060,Inactive Investor,Virginia Baldwin,,Goldman Sachs & Co.,,,Salesforce
10967133,Inactive Investor,Amanda Brostek,,Key Investment Services LLC,amanda_brostek@kisinvestments.com,,Salesforce
341550,,Paul Barbato,"Vice President, Secretary","Cuna Brokerage Services, Inc.",pbarbato@cbsinvestorconnection.com,319-352-4090,Manual List Upload
9622991,,Holly RANDALL,,,1rholly@comcast.net,,List import
11047207,Inactive Investor,Janelle Carter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10882046,Inactive Investor,Llanely Medina,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shorewood IL 1113 Brook Forest Ave",,,Salesforce
11048437,Inactive Investor,Victoria Hemlick,,State Farm VP Management Corp. Newark OH 23 Forry St,victoria.hemlick.mj91@statefarm.com,,Salesforce
10950833,Inactive Investor,Brian Murphy,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
10942156,Inactive Investor,Brian Klitzke,,"Principal Securities, Inc.",klitzke.brian@principal.com,,Salesforce
9643502,,P Collins,,,paulcollins2007@hotmail.co.uk,,List import
352652,,Jeff Bogue,Manager,Bogue Asset Management Llc,jeff@bogueassetmanagement.com,207-646-2478,Manual List Upload
10837288,Inactive Investor,David Dzendzel,Private Wealth Advisor,"Ameriprise Financial Services, LLC King Of Prussia PA 610 Freedom Business Center Dr",david.a.dzendzel@ampf.com,,Salesforce
10961989,Inactive Investor,Jonathan Ogburn,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10745423,,Shawn Wilderom,,,shawn.wilderom@yahoo.com,9186306000,Web Form Fillout
11164242,Inactive Investor,Tony Hernandez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9639042,,Maria Nodar,,,mnodar@bacflorida.com,,List import
10881719,Inactive Investor,Brian Lesley,,LPL Financial LLC Starkville MS 500 E Lampkin St,brian.lesley@lpl.com,,Salesforce
11016927,Inactive Investor,Mark Simpson,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",mark.h.simpson@ml.com,,Salesforce
11010577,Inactive Investor,Eric Schmidt,,State Farm VP Management Corp. Lawrenceville GA 4825 Sugarloaf Pkwy,,,Salesforce
10789383,Inactive Investor,Charles Mahoney,,NYLIFE Securities LLC Knoxville TN 924 Scenic Dr,tmahoney@ft.newyorklife.com,,Salesforce
9644772,,mapo champ,,,mapochamp@protonmail.com,,List import
9589927,,E Ng,,,eugeneee.ng@googlemail.com,,List import
11005801,Inactive Investor,David Wesselman,,Country Capital Management Company Urbana IL 2740 Philo Rd,david.wesselman@countryfinancial.com,,Salesforce
10967091,Inactive Investor,Joseph Fletcher,,Commonwealth Financial Network Syracuse NY 109 Draper Ave,jfletcher@commonwealth.com,,Salesforce
9589912,,Deborah Trask,,,dtrask@hillcrestasset.com,,List import
11199892,Inactive Investor,Geraldine Mazza,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,geraldine.mazza@morganstanley.com,,Salesforce
9553631,,Prakash Katara,,,prakash.katara@transamerica.com,,List import
10931402,Inactive Investor,Armondo Fuqua,,"Farmers Financial Solutions, LLC Saint Louis MO 5604 Delmar Blvd",afuqua@farmersagent.com,,Salesforce
10891000,Inactive Investor,Yahaira Fernandez,International Wealth Advisor;Vice President - Wealth Management,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",yahaira.fernandez@raymondjames.com,,Salesforce
374079,,Shedrahk Alex,,[Unknown],shedrahkpelumi@gmil.com,,source
10848457,Inactive Investor,Alicia Cheng,Chief Compliance Officer;Principal,Osborne Partners San Francisco CA 580 California St,alicia@osbornepartners.com,,Salesforce
11102527,Inactive Investor,Aaron Dyer,Financial Professional,LPL Financial LLC Arlington TX 5840 W Interstate 20,denver.dyer@lpl.com,,Salesforce
10859784,Inactive Investor,Claudine Eilberg,,Lincoln Investment,,,Salesforce
11111767,Inactive Investor,David North,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,david.north@fmr.com,,Salesforce
9551184,,Bobby Sharp,,,ray.sharp@voyafa.com,,List import
10895422,Inactive Investor,Jeffrey Bercaw,Financial Advisor,"Ameriprise Financial Services, LLC Greensboro NC 401 N Edgeworth St",jeff.bercaw@ampf.com,,Salesforce
11102067,Inactive Investor,David Menard,Investment Advisor Representative,"Osaic Wealth, Inc. Fort Collins CO 2120 Milestone Dr",,,Salesforce
11254680,Inactive Investor,Maura Grant,Product Owner,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
198295,,Edward Piscina,N/a,N/a,esp0813@gmail.com,,product
11178119,Inactive Investor,Dana Frellick,Financial Advisor;Senior Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,dana.frellick@morganstanley.com,,Salesforce
11199620,Inactive Investor,Edward Scharf,Managing Director;Managing Partner,"The Portfolio Strategy Group, LLC",escharf@thepsg.com,,Salesforce
352425,,Kirk Warshaw,Managing Director,"Carl Marks Management Company, Llc",kwarshaw@carlmarks.com,212-909-8400,Manual List Upload
9617137,,Ò Opsn,,,sergeijski@gmail.com,,List import
10965352,Inactive Investor,Lucas Rafaill,,"Hantz Financial Services, Inc.",lucas.rafaill@hantzgroup.com,,Salesforce
10975356,Inactive Investor,Trina Nobles,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,trina.nobles@primerica.com,,Salesforce
10934851,Inactive Investor,Jacob Gibbs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",jacob.gibbs@ml.com,,Salesforce
11022101,Inactive Investor,Caitlin Chen,,Citigroup Global Markets Inc.,,,Salesforce
11007332,Inactive Investor,Lauren Doering,,"Farmers Financial Solutions, LLC Georgetown TX 1530 Sun City Blvd",ldoering@farmersagent.com,,Salesforce
10887451,Inactive Investor,Richard Sofka,Senior Vice President,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",richard.sofka@raymondjames.com,,Salesforce
10853702,Inactive Investor,Shane Fallot,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Issaquah WA 1295 NW Gilman Blvd",,,Salesforce
11001719,Inactive Investor,Andrew Stahl,,J.P. Morgan Securities LLC Conroe TX 1320 W Davis St,,,Salesforce
11119238,Inactive Investor,David Minnella,,"Wells Fargo Clearing Services, LLC",david.minnella@wellsfargoadvisors.com,,Salesforce
11136580,Inactive Investor,Kamerick Rampersad,,Park Avenue Securities LLC New York NY 355 Lexington Ave,kamerick_rampersad@glic.com,,Salesforce
122013,,Andrew Thompson,Investment Advisor Representative,Lincoln Financial Advisors Corporation,andrew.thompson2@lfg.com,773-693-6100,
10615169,,Matthew DeCrosta,"Financial Advisor, Senior Portfolio Manager, Vice President, Workplace Advisor",,matthew.decrosta@morganstanley.com,,List Import
11032134,Inactive Investor,Nickette Allen,,"David Lerner Associates, Inc.",nickette.allen@davidlerner.com,,Salesforce
9600461,,Khalid Abutalib,,,amirkhalid@hotmail.com,,List import
9547441,,Bonaventura Julio Putra Nandika,,,bnvt15@gmail.com,,List import
11112147,Inactive Investor,Lindsay Jones,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5851 Legacy Cir",lindsay.h.jones@ampf.com,,Salesforce
370446,,Charles Croson,,[Unknown],charles@croson.com,,ft
10770092,Inactive Investor,William Hand,,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
11197607,Inactive Investor,Katherine Brown,Chief Compliance Officer;Managing Member;Partner;Senior Wealth Advisor,Joss Brown Wealth Advisors Newport News VA 751 Thimble Shoals Blvd,klb@jossbrown.com,,Salesforce
9542694,,MIKAEL JOHNSON,,,majohnson@kpmg.com,,List import
10912966,Inactive Investor,Ryan Bronowicz,,Vanguard Marketing Corporation,ryan_bronowicz@vanguard.com,,Salesforce
10883586,Inactive Investor,Michael Poerio,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11103355,Inactive Investor,Brennen Bergdahl,,Cetera Advisor Networks LLC Cando ND 408 Main St,,,Salesforce
370385,,Brian Schreiner,,[Unknown],brian@cmgwealth.com,,Initial Salesforce Import
11180807,Inactive Investor,Jonathan Noel,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",jonathan.noel@wellsfargoadvisors.com,,Salesforce
11056706,Inactive Investor,Ronald Goldberg,,Cetera Financial Specialists LLC Blackwood NJ 151 Fries Mill Rd,,,Salesforce
10935005,Inactive Investor,Brian Quint,Chief Compliance Officer;Financial Advisor,Mountain Capital Investment Advisors Inc,bquint@mountaincapital.us,,Salesforce
10647462,,Vaughn Wahlberg,,,vaughn.wahlberg@tiaa.org,,List Import
9569257,,Kenneth -,,,kensnelson@aol.com,,List import
11129695,Inactive Investor,Hailey Rocchio,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",hailey.rocchio@ml.com,,Salesforce
9583713,,Austin Mcdaniel,,,austinm@uasinc.org,,List Import
10836738,Inactive Investor,Craig Frank,Financial Advisor,"Ameriprise Financial Services, LLC Harrison NY 600 Mamaroneck Ave",craig.frank@ampf.com,,Salesforce
1006186,Inactive Investor,Aaron Bauer,,Aaron Bauer,aaron.bauer@envestnet.com,,3rd Party Lead Gen
10821509,Inactive Investor,Bryan Roberts,Financial Advisor,LPL Financial LLC Philadelphia PA 2068 Red Lion Rd,bryan.d.roberts@lpl.com,,Salesforce
9643093,,delau riman,,,erimanjayatelaumbanua@gmail.com,,List import
6326188,,Jane Gray,,,ginido8168@minterp.com,,Web Form Fillout
237455,, -,,[[Unknown]],cozcelikmail@gmail.com,,Organic Search
10993495,Inactive Investor,Zachary Owens,Financial Advisor,"Pruco Securities, LLC. Danville IL 28 W North St",zak.owens@prudential.com,,Salesforce
11032570,Inactive Investor,Ravikanth Puttagunta,Chief Compliance Officer;Managing Member,"RR Portfolios, LLC",,,Salesforce
185626,,N S,,[Unknown],nerinder81@yahoo.co.in,,Webinar
10916226,Inactive Investor,Brett Kusske,,"Osaic Wealth, Inc. Burnsville MN 11980 Portland Ave",,,Salesforce
6605911,,Maggie D Stidham Maggie D Stidham,,,wejebiw860@chotunai.com,,Web Form Fillout
11086807,Inactive Investor,Jooson Kim,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jooson.kim@fidelity.com,,Salesforce
11036201,Inactive Investor,Chris Rogers,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11217646,,Rebecca Lapier,,,rebecca.lapier@raymondjames.com,,Other
9609033,,Susan Bruch,,,susan.bruch@gmail.com,,List import
9557679,,Scott Stuth,,,scott.stuth@oakassetmgmt.com,,List import
374706,,William Techar,Manager,"Aristeia Capital, Llc",techar@aristeiacapital.com,1-212-842-8919,Manual List Upload
11056437,Inactive Investor,Trina Cassady,,"Concourse Financial Group Securities, Inc.",trina.cassady@concoursefinancial.com,,Salesforce
9641312,,Dean Geber,,,degeb2@aol.com,,List import
10942677,Inactive Investor,Kira Klemek,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10800392,Inactive Investor,Alexander Arns,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,alexander.arns@morganstanley.com,,Salesforce
350997,,David Smith,Managing Partner,"Marquette Associates, Inc.",dsmith@marquetteassociates.com,610-719-0300,Manual List Upload
11086546,Inactive Investor,Christopher Pfau,Financial Advisor,Edward Jones Menomonee Falls WI N79W14688 Appleton Ave,christopher.pfau@edwardjones.com,,Salesforce
10903240,Inactive Investor,Carol Auger,,Citigroup Global Markets Inc.,carol.auger@citigroup.com,,Salesforce
9571539,,Brendan Flanagan,,,bf@bflanlaw.com,,List import
9579598,,Sheldon Brubaker,,,sheldon.brubaker@prudential.com,,List import
9633085,,Dominik Liebisch,,,dominik.liebisch@gmx.at,,List import
11015657,Inactive Investor,Leigh Brady,,SECU Brokerage Services,,,Salesforce
346611,,Scott Soptick,Financial Planner,Sym Financial Advisors,ssoptick@sym.com,800-888-7968,Manual List Upload
11122737,Inactive Investor,Gabriel Lukas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",,,Salesforce
11028572,Inactive Investor,David Schwendtner,Financial Advisor,GWN Securities Inc. Englewood CO 6901 S Yosemite St,dschwendtner@gwnsecurities.com,,Salesforce
11157225,Inactive Investor,Gregory Caulfield,Chartered Retirement Planning Counselor;Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Ma,Morgan Stanley Gilford NH 14 Country Club Rd,gregory.caulfield@morganstanley.com,,Salesforce
10956172,Inactive Investor,Peter Anderson,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 2455 E Sunrise Blvd",peter.anderson@raymondjames.com,,Salesforce
10873499,Inactive Investor,Purnima Mahindrakar,Premier Banker,"Wells Fargo Clearing Services, LLC Somerville NJ 3190 US Hwy 22",purnima.mahindrakar@wellsfargo.com,,Salesforce
9616983,,Victor Echendu,,,waltershmmurda6@gmail.com,,List import
10857631,Inactive Investor,Sharen Armstrong,Owner;Partner,"Structured Investment Advisors, LLC",,,Salesforce
10826045,Inactive Investor,William Kreicker,Founding Partner;Managing Member;Regulatory Contact,"Chadds Ford Wealth Partners, LLC",ckreicker@chaddsfordwealth.com,,Salesforce
10893431,Inactive Investor,Nicolaas Doelman,,"Kestra Investment Services, LLC Sioux Center IA 209 S Main Ave",,,Salesforce
4145465,,Brian Barbieri,,,brianbdivision9@gmail.com,,Web Form Fillout
10618755,,Douglas Stepansky,,,doug.stepansky@sisfp.com,,List Import
9636983,,Steven Smith,,,steven@chirhollc.com,,List import
10790205,Inactive Investor,Thomas Goodrich,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 13400 Sutton Park Dr S",,,Salesforce
237430,, -,,[[Unknown]],btc@5m.pl,,Organic Search
11134842,Inactive Investor,Jonathan Ellis,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",jonathan.ellis@ml.com,,Salesforce
11085657,Inactive Investor,Martin Gruner,Financial Advisor;First Vice President,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",martin.gruner@raymondjames.com,,Salesforce
10648232,,Melissa Cheong,,,melissa@blackhornvc.com,,List import
7012010,,Barbara Johnson,,,hisoso3469@wwgoc.com,,Web Form Fillout
237214,, -,,[[Unknown]],jamestompkins222@gmail.com,,
10878285,Inactive Investor,David Mayfield,Financial Advisor,"Strategic Financial Concepts, LLC Fredericksburg TX 501 W Main St",dmayfield@sfcria.com,,Salesforce
10771809,Inactive Investor,Ronald Roberts,Chief Executive Officer;Co-Founder;Managing Member,"The Eideard Group, LLC",ronald@eideardgroup.com,,Salesforce
10842992,Inactive Investor,Phillip Cheney,,"Moors & Cabot, Inc.",pcheney@moorscabot.com,,Salesforce
11063786,Inactive Investor,Francesco Ward,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10612923,,Eugene Price,"Financial Advisor, Registered Principal",,eugene.price@lpl.com,,List Import
9556328,,Edgar Whitmore,,,ewhitmore@massmutual.com,,List import
11038674,Inactive Investor,Cara Miller,Advisor,"Vista Capital Partners, Inc.",cara@vistacp.com,,Salesforce
9565643,,Dirk Leasure,,,dleasure316@gmail.com,,List import
9564213,,Shreerang Nabar,,,shreenabar@gmail.com,,List import
10756298,Inactive Investor,Donna Bobak,Assistant Vice President;Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",donna.bobak@ml.com,,Salesforce
371523,,Samuel Jose Balbino Inacio,,[Unknown],samueljb@gmail.com,,Salesforce
11231709,Inactive Investor,Andrew Donelan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10948241,Inactive Investor,Alexander Hristakis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 1212 Prosperity Ave",alexander.hristakis@ml.com,,Salesforce
224093,,Doris Rossiter,"Managing Member, Portfolio Manager","Shattemac Capital Management, LLC",dmrossiter@shattemacllc.com,914-239-8814,
10887836,Inactive Investor,Samuel McNinch,,"IA Network, LLC Mt Pleasant SC Private Residence",,,Salesforce
10960813,Inactive Investor,Laura Cook,Chief Compliance Officer,Flourish Financial Life Planning,,,Salesforce
9588413,,Linda Bohm,,,lindabohm63@gmail.com,,List import
10906196,Inactive Investor,Gino Esposito,,Cetera Investment Services LLC Lisle IL 4720 Main St,gino.esposito@lpl.com,,Salesforce
10754857,Inactive Investor,Scott Miller,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11035183,Inactive Investor,Brice Marsh,Financial Advisor,Edward Jones Henderson KY 441 2nd St,brice.marsh@edwardjones.com,,Salesforce
11119309,Inactive Investor,Oscar Garcia-Piedrahita,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10606648,,Sean Becker,"Assistant Vice President, Associate Portfolio Manager",City National Rochdale,sean.becker@cnr.com,800-585-9798,List Import
10882702,Inactive Investor,Colleen Mcquillan,,Goldman Sachs & Co.,,,Salesforce
10968865,Inactive Investor,Anthony Williams,Financial Advisor,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",anthony.williams@equitable.com,,Salesforce
11081930,Inactive Investor,Ryan Swope,,PFS Investments Inc. Manheim PA 637 Ditz Dr,ryan.swope@primerica.com,,Salesforce
10796788,Inactive Investor,Jodi Pieczynski,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,jodi.pieczynski@ubs.com,,Salesforce
10993382,Inactive Investor,Adam Roberts,Private Wealth Advisor,Potentia Wealth,adam@potentiawealth.com,,Salesforce
10877362,Inactive Investor,Michael Waller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO 16090 Swingley Ridge Rd",michael.waller@wellsfargoadvisors.com,,Salesforce
10982566,Inactive Investor,Christopher Scoffone,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11067204,Inactive Investor,Ryan Tolle,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,ryan.tolle@fidelity.com,,Salesforce
11038497,Inactive Investor,Kent Atkinson,Financial Advisor;First Vice President,Morgan Stanley Barrington IL 760 W Main St,kent.atkinson@morganstanley.com,,Salesforce
11127924,Inactive Investor,Silverio Boleto,,Santander Securities LLC East Boston MA 2 Meridian St,silverio.boleto@santanderinvestments.com,,Salesforce
9646351,,J E,,,j.snow@gmx.de,,List import
10659153,,Savas Bournias,,,savas.bournias@fidelity.com,,List Import
9576736,,Wendy Obrien,,,wendy.obrien@pnc.com,,List import
9567378,,Armaan Singh,,,chrisdude_armaan@icloud.com,,List import
10802794,Inactive Investor,Ting Ngan,Senior Vice President,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,ting.ngan@jpmorgan.com,,Salesforce
9823124,,Diego Fernandes Rocha,,,neozum138@ghskotkhan.com,,Web Form Fillout
10959304,Inactive Investor,Piseth Khuon,,Fidelity Brokerage Services LLC,piseth.khuon@fmr.com,,Salesforce
11184005,Inactive Investor,Joshua Zamat,Financial Advisor;First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",josh.zamat@wellsfargoadvisors.com,,Salesforce
11034682,Inactive Investor,Mallory Kuzee,,"Osaic Wealth, Inc. Grand Rapids MI 11253 Tallmadge Woods Dr NW",,,Salesforce
11031959,Inactive Investor,Loni Morrow,,"Advanced Advisor Group, LLC Jefferson City MO Private Residence",,,Salesforce
336876,,Todd Steger,Member,"Acumen Financial Advisors, Llc",todd@acumenfinancial.com,952-897-5777,Manual List Upload
9641841,,Susan Reynolds,,,sreynolds@georgeandbell.com,,List import
9553153,,simonaxdaniel@gmail.com Daniel,,,simonaxdaniel@gmail.com,,List import
11039628,Inactive Investor,Christopher Carbone,,"Citizens Securities, Inc. Brooklyn NY 174 Montague St",christopher.carbone@citizensbank.com,,Salesforce
10779479,Inactive Investor,Najeba Orshan,Portfolio Associate,Morgan Stanley Oak Brook IL 2211 York Rd,najeba.orshan@morganstanley.com,,Salesforce
11196655,Inactive Investor,Patrick Nix,,"Avantax Investment Services, Inc. Alexandria VA 4604B Pinecrest Office Park Dr",,,Salesforce
10836915,Inactive Investor,Gwendolyn Williams,Senior Regional Leader,PFS Investments Inc. Great Neck NY 185 Great Neck Rd,gwendolyn.williams@primerica.com,,Salesforce
53822,,Julius Stender,Financial Consultant,Thrivent Investment Management Inc.,julius.stender@thrivent.com,218-531-2300,
11042653,Inactive Investor,Clinton Galyean,Chief Compliance Officer;Managing Member,Capital Investment Partners LLC Gainesville GA 204 W Academy St SW,,,Salesforce
11085703,Inactive Investor,Daniel Salsberg,,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,daniel.jo.salsberg@chase.com,,Salesforce
368226,,Toya Wal,Investor,,wallace996@hotmail.com,,Webinar
11058354,Inactive Investor,Harlan Storey,Managing Director;Senior Wealth Advisor;Team Leader,"MAI Capital Management, LLC North Canton OH 1360 S Main St",harlan.storey@mai.capital,,Salesforce
11104918,Inactive Investor,John Raben,Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Collins CO 3711 John F Kennedy Pkwy,john.raben@ubs.com,,Salesforce
11217422,,John Karadenes,,,john.karadenes@lpl.com,,Other
334903,,Michael Yick,Chief Financial Officer,"Metlife Investment Management, Llc",myick@metlife.com,973-355-4000,Manual List Upload
11005805,Inactive Investor,Edgar Lesser,,"Monex Securities, Inc.",,,Salesforce
11176303,Inactive Investor,Arthur Faulkner,Division Leader,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,arthur.faulkner@primerica.com,,Salesforce
9644827,,Steve Guo,,,sguo001@gmail.com,,List import
11063419,Inactive Investor,Murali Balasubramanian,Financial Advisor,J.P. Morgan Securities LLC Morristown NJ 225 South St,murali.balasubramanian@jpmorgan.com,,Salesforce
11122412,Inactive Investor,Jeremy Raffer,,"Steward Partners Investment Solutions, LLC Paramus NJ 115 W Century Rd",jeremy.raffer@stewardpartners.com,,Salesforce
10904322,Inactive Investor,Kellie Cunningham,,"Allstate Financial Services, LLC Pine Bluff AR 2007 W 28th Ave",kellieharris@allstate.com,,Salesforce
10926733,Inactive Investor,Todd Grovenstein,,"Osaic Wealth, Inc. Neptune Beach FL Private Residence",,,Salesforce
10797123,Inactive Investor,Chelsea Rexing,Portfolio Associate;Senior Registered Associate,Morgan Stanley Evansville IN 1 Main St,chelsea.wargel@morganstanley.com,,Salesforce
9621459,,Jonathan Lowe,,,jonathanlowe4@gmail.com,,List import
10807208,Inactive Investor,Paul Lofurno,Financial Advisor;First Vice President,Janney Montgomery Scott LLC,plofurno@janney.com,,Salesforce
10880643,Inactive Investor,Lawanda Halfhill,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
348323,,Michael Chen,Managing Director,"Madison International Realty Holdings, Llc",mchen@madisonint.com,212-688-8777,Manual List Upload
11171792,Inactive Investor,Owen Zucker,,J.P. Morgan Securities LLC New York NY 225 5th Ave,owen.zucker@jpmorgan.com,,Salesforce
10970372,Inactive Investor,Bradley McCrorey,,"Osaic Wealth, Inc. Rolling Meadows IL 3701 Algonquin Rd",,,Salesforce
11164992,Inactive Investor,Daniel Albernas,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10807470,Inactive Investor,John Miskey,Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo NY 6622 Main St",john.g.miskey@ampf.com,,Salesforce
10963534,Inactive Investor,Matthew Zenz,Chief Investment Officer,Hill Investment Group,zenz@hillinvestmentgroup.com,,Salesforce
9540385,,Imran Kareem,,,ikareem76@gmail.com,,List Import
9637854,,Aziz Shayan,,,azizshayan136@gmail.com,,List import
10613206,,Neal O'Sullivan,Financial Advisor,,neal.osullivan@ml.com,,List Import
5277056,,Ernesto White,,,sales@hermance.com,,Web Form Fillout
11155136,Inactive Investor,Shpetim Sherifi,,Goldman Sachs & Co.,,,Salesforce
11182678,Inactive Investor,Alan Seider,Financial Consultant;Vice President,"NBC Securities, Inc. Cockeysville MD 6 N Park Dr",aseider@nbcsecurities.com,,Salesforce
352992,,Scott Davidoff,Director,CSC,scott.davidoff@cscgfm.com,,Event
10801664,Inactive Investor,Keith Caucutt,Associate Financial Advisor,"Ameriprise Financial Services, LLC Eau Claire WI 2919 Mall Dr",keith.l.caucutt@ampf.com,,Salesforce
9633932,,donbar4224@gmail.com BARNES,,,donbar4224@gmail.com,,List import
156822,,Neo Rochlen,,[Unknown],neo.rochlen@gmail.com,,
10976836,Inactive Investor,Stuart Caplan,Chief Investment Officer;Partner;Principal,"Apex Financial Advisors, Inc",scaplan@apexfinancialadvisors.com,,Salesforce
9640039,,Janel Green,,,jegreen@dillard.edu,,List import
10926144,Inactive Investor,Cesar Limones,Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
9592098,,Stanislav Krása,,,standa@muj-webik.cz,,List import
11006629,Inactive Investor,Regina Robles-Marquez,,"Ameritas Investment Company, LLC Kearney NE 2202 Central Ave",regina.robles-marquez@ameritas.com,,Salesforce
11073159,Inactive Investor,Vipin Sahijwani,Chief Executive Officer;Chief Investment Officer;President,"Lynx Investment Advisory, LLC",vsahijwani@lynxinvestment.com,,Salesforce
10990662,Inactive Investor,Mark Siddoway,President,"Cynosure Group, LLC",mark.siddoway@cynosuregroup.com,,Salesforce
334294,,Andrew Kanaly,,Mercer Global Advisors Inc.,akanaly@merceradvisors.com,,
11260819,Inactive Investor,Mason Delp,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11171249,Inactive Investor,Brian Cahill,Financial Advisor,"Ameriprise Financial Services, LLC Villa Park IL 1 Oakbrook Ter",brian.cahill@ampf.com,,Salesforce
11235473,Inactive Investor,Jake Cooper,Senior Financial Advisor;Vice President,"High Probability Advisors, LLC Albany NY 6 Wembley Ct",jcooper@highprobabilityadvisors.com,,Salesforce
9586714,,Maarten van den Adel,,,mvandenadel@gmail.com,,List import
11158272,Inactive Investor,Patricia Freehling,,"Cambridge Investment Research, Inc. Clermont FL 510 W Montrose St",,,Salesforce
10839684,Inactive Investor,Deron Powell,,State Farm VP Management Corp. Mount Pulaski IL 114 E Cooke St,deron.powell.lj2i@statefarm.com,,Salesforce
244047,,Rusty Sommer,Managing Director,Flyer Financial Technologies,rusty.sommer@flyerft.com,19252865173,Manual List Upload
374828,,Daniel JARKA,,LPL,daniel.jarka@lpl.com,(719) 638-3443,List Import
11075997,Inactive Investor,Christine Cash,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",christine.cash@ml.com,,Salesforce
11113163,Inactive Investor,Wesley Moyer,,MWA Financial Services Inc. Raleigh NC 1611 Jones Franklin Rd,wesley.moyer@modern-woodmen.org,,Salesforce
10696019,,CATHERINE WOOLSTON,,Clear Harbor Asset Management LLC,cwoolston@clearharboram.com,,List Import
10795183,Inactive Investor,Thomas Druckenbrod,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",thomas.e.druckenbrod@ml.com,,Salesforce
10820782,Inactive Investor,Jeffrey Graves,,Cetera Advisor Networks LLC Paradise Valley AZ 7373 N Scottsdale Rd,,,Salesforce
10950743,Inactive Investor,Logan Burns,,PFS Investments Inc. Mankato MN 1055 Madison Ave,logan.burns@primerica.com,,Salesforce
43340,,Sharon Egan,"Financial Planner, Portfolio Manager",North Star Investment Management Corporation,segan@nsinvest.com,312-580-0906,
11142628,Inactive Investor,Andrew Marx,,J.P. Morgan Securities LLC Salt Lake City UT 6255 S State St,andrew.marx@jpmorgan.com,,Salesforce
11039565,Inactive Investor,Patrick Furnstahl,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",patrick.j.furnstahl@wellsfargo.com,,Salesforce
9550962,,Seth Charnow,,,seth.charnow@deshaw.com,,
9645075,,Jason Smith,,,jasonsmith@legacyinvestmentsonline.com,,List import
11255495,Inactive Investor,Nicholas Schultz,Financial Analyst,NYE Street Partners LLC,,,Salesforce
10960800,Inactive Investor,Christopher Bruder,,NYLIFE Securities LLC Daniel Island SC Private Residence,cbruder@ft.newyorklife.com,,Salesforce
10753810,Inactive Investor,Kevin Needham,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",kevin.needham@ml.com,,Salesforce
10984105,Inactive Investor,Patricia Primus,,Transitional Broker LLC Lansdale PA 800 N Broad St,,,Salesforce
10996729,Inactive Investor,Suren Ayrapetyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,sayrapetyan@ft.newyorklife.com,,Salesforce
11044056,Inactive Investor,Christian Cyr,Chief Compliance Officer;President,CYR Financial Inc.,chris@cyrfinancial.net,,Salesforce
353121,,Nathan Landesman,Physician,Flint Gastroenterology Associates,nlandesman@me.com,,Event
11106169,Inactive Investor,Keith Mcgowan,Chief Compliance Officer;Founder;Managing Member,American Advisors LLC,keith@americanadvisors-llc.com,,Salesforce
11128262,Inactive Investor,Janie Lehmer,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",janie.lehmer@ml.com,,Salesforce
370683,,peyman khalili,,Iran,paymankhalili@gmail.com,,Salesforce
10902287,Inactive Investor,Chad Holland,,"First Command Brokerage Services, Inc. Colorado Springs CO 1277 Kelly Johnson Blvd",cmholland@firstcommand.com,,Salesforce
165,,,,,tom.jones@263.250ok.info,,
10531902,,James R Tolbert,,,jamesrtolbertiv44@gmail.com,,Web Form Fillout
10822229,Inactive Investor,Lance Lawrence,Financial Advisor,Edward Jones Humble TX 18525 W Lake Houston Pkwy,lance.lawrence@edwardjones.com,,Salesforce
11110333,Inactive Investor,Danette Carr,,LPL Financial LLC San Diego CA 4707 Executive Dr,danette.carr@lpl.com,,Salesforce
10932891,Inactive Investor,Rebecca Poulos,,"Cambridge Investment Research, Inc. Paducah KY 2520 New Holt Rd",,,Salesforce
9580528,,Ryo Jordan,,,ryojordan@gmail.com,,List import
10807444,Inactive Investor,David Thornton,Chief Compliance Officer,Thornton Financial Management and Services,david@tfmgmt.com,,Salesforce
10757941,Inactive Investor,Wayne Maier,Financial Advisor,LPL Financial LLC Bay City MI 5982 Westside Saginaw Rd,wayne.maier@lpl.com,,Salesforce
11153291,Inactive Investor,Angelina Gress,Financial Advisor,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",angelina.gress@rbc.com,,Salesforce
10961451,Inactive Investor,Joseph Belcastro,,LPL Financial LLC Defiance OH 601 Clinton St,joseph.belcastro@lpl.com,,Salesforce
7653915,,Vahagn Vardanian,,,vvvaagn@gmail.com,,Web Form Fillout
10618281,,Nikolaos Pitsas,,,nicholas.pitsas@wellsfargoadvisors.com,,List Import
11185706,Inactive Investor,Joseph Andreas,,"American Fidelity Securities, Inc.",joe.andreas@americanfidelity.com,,Salesforce
10871388,Inactive Investor,David Carroll,Financial Advisor;Owner,Trek Financial,david@bcjfinancial.com,,Salesforce
9570386,,Russell Hewit,,,russell.hewit@citadel.com,,List import
10912093,Inactive Investor,Katharyne Smith,,J.P. Morgan Securities LLC Cudahy WI 4702 S Packard Ave,katharyne.b.poirot@jpmorgan.com,,Salesforce
11095864,Inactive Investor,Cody Reaves,Senior Client Analyst,LNW,creaves@lnwadvisors.com,,Salesforce
11124694,Inactive Investor,Taylor Voris,Financial Advisor,Thrivent Investment Management Inc. Columbus OH 100 W Old Wilson Bridge Rd,taylor.voris@thrivent.com,,Salesforce
10908430,Inactive Investor,Massimo Barbalinardo,,"Wells Fargo Clearing Services, LLC Old Greenwich CT 190 Sound Beach Ave",massimo.a.barbalinardo@wellsfargo.com,,Salesforce
10941463,Inactive Investor,Katie Sholty,,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,,,Salesforce
10942783,Inactive Investor,Cynthia Fason,,"Osaic Wealth, Inc. Fargo ND 3223 32nd Ave S",,,Salesforce
11200036,Inactive Investor,David Schneider,Advisor;Vice President,Waycross Investment Management Co,david@waycross.com,,Salesforce
9545406,,Jesseq Walden,,,jesse@variant.fund,,List import
11103806,Inactive Investor,Tara Kincaid,,LPL Financial LLC Lubbock TX 2520 81st St,tara.kincaid@lpl.com,,Salesforce
10844573,Inactive Investor,Steven McNally,Senior Vice President;Trust Officer,"First Horizon Advisors, Inc. Chattanooga TN 701 Market St",sjmcnally@firsthorizon.com,,Salesforce
10602791,,Em Manipon,,,emanipon@titanlegalservices.com,,Web Form Fillout
10892364,Inactive Investor,Sasha Wright,Chief Compliance Officer;Financial Advisor;Managing Member,"Heritage Financial Advisors, LLC",sasha@heritagefa.com,,Salesforce
11168730,Inactive Investor,Jeanne Tomasek,Financial Advisor,Edward Jones Charlotte MI 1030 E Clinton Trl,jeanne.tomasek@edwardjones.com,,Salesforce
9604901,,Christopher Parr,,,chris.parr@hotmail.co.uk,,List import
10938101,Inactive Investor,Ruben Soler,,"Ameriprise Financial Services, LLC Frankfort IL 20646 Abbey Woods Ct N",ruben.x.soler@ampf.com,,Salesforce
11009738,Inactive Investor,Angela Miesner,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,angela.miesner@primerica.com,,Salesforce
10951228,Inactive Investor,Ryan Hartvigsen,,"Farmers Financial Solutions, LLC Henderson NV 229 N Pecos Rd",rhartvigsen@farmersagent.com,,Salesforce
10777966,Inactive Investor,Phillip Lee,,Goldman Sachs & Co.,phillip.lee@gs.com,,Salesforce
11118989,Inactive Investor,Jeffrey Leonard,,"Raymond James Financial Services, Inc. Anchorage AK 3401 Denali St",jeff.leonard@raymondjames.com,,Salesforce
9631309,,Kresimir Koncic,,,koncic@neuralab.net,,List import
10964461,Inactive Investor,Yongxing Sun,Relationship Banker,"Wells Fargo Clearing Services, LLC Garland TX 5352 N Garland Ave",,,Salesforce
11209327,Inactive Investor,Samantha Harrison,,"Empower Financial Services, Inc",samantha.harrison@empower.com,,Salesforce
10757068,Inactive Investor,Jerry Everwine,Registered Principal,"Calton & Associates, Inc. Vineland NJ 838 E Cherry St",jeverwine@calton.com,,Salesforce
11220879,,David Klatt,,,dklatt@rncgenter.com,,List Import
10875263,Inactive Investor,Dylan Richards,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11034909,Inactive Investor,Reed Lengel,,"Calton & Associates, Inc.",reed.lengel@calton.com,,Salesforce
10819307,Inactive Investor,Mitchell Ostrove,,"Ameritas Investment Company, LLC West Harrison NY 10 New King St",mostrove@ameritas.com,,Salesforce
217166,,Andrew Dix,founder,[Unknown],andrew@crowdedmediagroup.com,,Event
11219180,,Daniel Thurber,,,dthurber@wasatchadvisors.com,,Other
11167025,Inactive Investor,Elton Chan,Compliance Analyst,Thrivent Investment Management Inc.,elton.chan@thrivent.com,,Salesforce
11155820,Inactive Investor,Dana Gibbs,Vice President - Investments,"Ameriprise Financial Services, LLC Cape Coral FL Private Residence",dana.gibbs@benjaminfedwards.com,,Salesforce
10889948,Inactive Investor,Matthew Hammes,,"Hornor, Townsend & Kent, LLC",mhammes@htk.com,,Salesforce
10795637,Inactive Investor,Jerry Reimers,Financial Advisor,"Osaic Wealth, Inc. Taylors SC 108 Amandas Autumn Ln",jreimers@osaicwealth.com,,Salesforce
11202289,Inactive Investor,Judith Camacho,,PFS Investments Inc. Land O Lakes FL 3632 Land O Lakes Blvd,judith.camacho@primerica.com,,Salesforce
10889959,Inactive Investor,Daniel Yuftczak,Fiduciary Consultant,OneDigital Investment Advisors Tampa FL 14502 N Dale Mabry Hwy,dyuftczak@onedigital.com,,Salesforce
10962350,Inactive Investor,Analisa Wolff,Client Specialist,Robert W. Baird & Co. Incorporated Charleston SC 25 Calhoun St,awolff@rwbaird.com,,Salesforce
9549979,,Samuel Rincker,,,srincker@massmutual.com,,List import
9633612,,John Connors,,,xajos27975@oemmeo.com,,List import
10757266,Inactive Investor,Scott Denniston,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",scott.denniston@rbc.com,,Salesforce
11037972,Inactive Investor,Dion Stevens,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",dion.stevens@prudential.com,,Salesforce
10647330,,David Peck,,,david.peck@tfaconnect.com,,List Import
222984,,S R,,[Unknown],x35599@live.com,,
343711,,Ute Smith,Fee-Based Advisor,"The Social Equity Group, Inc.",uscott-smith@wisdirect.com,510-644-9484,Manual List Upload
11010800,Inactive Investor,James Feliz,Investment Advisor,"MML Investors Services, LLC Sacramento CA 1435 River Park Dr",jfeliz@financialguide.com,,Salesforce
10851587,Inactive Investor,Francis Riehle,Member,"Saltmarsh Financial Advisors, L.L.C.",francis.riehle@saltmarshfa.com,,Salesforce
10695907,,Frank Hosse,,Argent Trust,fhosse@argenttrust.com,,List import
11124283,Inactive Investor,Enzo Salton Teles,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,esaltonteles@ft.newyorklife.com,,Salesforce
10613676,,Marianna Sarkissova,"Financial Advisor, Investment Officer, Vice President",,marianna.sarkissova@wellsfargoadvisors.com,,List Import
11197646,Inactive Investor,Brian Nemes,Chief Compliance Officer;Member,"The Nemes Rush Group, LLC",brian.nemes@nemesrush.com,,Salesforce
11195435,Inactive Investor,Joseph Balducci,Managing Director;Shareholder,Pathstone,jbalducci@pathstone.com,,Salesforce
9607494,,Joseph Hovorka,,,jhovorka@teamemerald.com,,List import
10829720,Inactive Investor,Michael Jones,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",mike.jones7@ml.com,,Salesforce
9540714,,Matthew Sonsini,,,msonsini@sobrato.com,,List Import
11048364,Inactive Investor,Michael Trabucco,,"Allstate Financial Services, LLC Rutherford NJ 50 Union Ave",michaeltrabucco@allstate.com,,Salesforce
11117498,Inactive Investor,Rodney Pender,Financial Advisor,Edward Jones Adrian MI 3124 N Adrian Hwy,rod.pender@edwardjones.com,,Salesforce
10889216,Inactive Investor,Ryan West,,"Osaic Institutions, Inc. Phoenix AZ 15625 S 48th St",,,Salesforce
10777908,Inactive Investor,Peggy Charette,,HSBC Securities (USA) Inc.,peggy.charette@us.hsbc.com,,Salesforce
10941734,Inactive Investor,Gregory Lewandowski,Financial Advisor,"Ameriprise Financial Services, LLC Simi Valley CA 2655 1st St",gregory.lewandowski@ampf.com,,Salesforce
11189065,Inactive Investor,Cameron Young,,Deutsche Bank Securities Inc.,,,Salesforce
10832302,Inactive Investor,Christopher Quinley,Financial Advisor,LPL Financial LLC Irvine CA 7700 Irvine Center Dr,christopher.quinley@lpl.com,,Salesforce
11069235,Inactive Investor,Francisco Martinez,,"CreativeOne Securities, LLC Bethesda MD 7272 Wisconsin Ave",fmartinez@client1securities.com,,Salesforce
11168345,Inactive Investor,Clinton Burklund,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10994547,Inactive Investor,Michael Schachner,,Edward Jones Libertyville IL 115 W Church St,michael.schachner@edwardjones.com,,Salesforce
10822257,Inactive Investor,Tyler Simones,Chief Compliance Officer;Managing Member;Partner,Northwest Quadrant Wealth Management,tyler@northwestquadrantwealth.com,,Salesforce
10940003,Inactive Investor,Adam Glassman,,Vanguard Marketing Corporation,adam_glassman@vanguard.com,,Salesforce
11049271,Inactive Investor,Riley Braasch,Financial Advisor,UBS Financial Services Inc. Portland ME 1 City Ctr,riley.haddock@ubs.com,,Salesforce
4720520,,yuk kanna,,,lasajix983@keshitv.com,,Web Form Fillout
9580061,,Gerald Burhop,,,jburhop@lincolninvestment.com,,List import
10880608,Inactive Investor,Benjamin Dolan,Chief Compliance Officer;Founder;President,"Dolan Capital Advisors, Inc.",ben@dolanca.com,,Salesforce
10890307,Inactive Investor,Gary Hoenig,,"Raymond James Financial Services, Inc. Exton PA 835 Springdale Dr",gary.hoenig@raymondjames.com,,Salesforce
11169185,Inactive Investor,Jeremy Dickstein,,Edward Jones New York NY 6 Stone St,,,Salesforce
11157752,Inactive Investor,Wade Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",wade.peterson@wellsfargoadvisors.com,,Salesforce
9544915,,Kevin Michel,,,kmichel1111@gmail.com,,List import
11187678,Inactive Investor,Eduardo Pellegrini Laste,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,eduardo.pellegrini-laste@jpmorgan.com,,Salesforce
239805,,Rufus Round,CEO,GlobalBlock Digital Asset Trading Limited,rufus@globalblock.co.uk,,Event
10829040,Inactive Investor,Holly Cotherman,Financial Planning Specialist;Portfolio Associate,Morgan Stanley Oak Brook IL 2211 York Rd,holly.cotherman@morganstanley.com,,Salesforce
10957983,Inactive Investor,Joseph Williams,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",joseph.williams@tiaa.org,,Salesforce
10940190,Inactive Investor,Gregory Bianchi,,"Osaic Wealth, Inc. Red Bank NJ 27 West St",,,Salesforce
10695742,,Justin Griffin,,,justincgriffin84@gmail.com,,Web Form Fillout
9564342,,Ronald Donato,,,rdonato@asfinancialservices.com,,List import
11087507,Inactive Investor,Lauren Sampson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lauren.sampson@fidelity.com,,Salesforce
11002752,Inactive Investor,Kevin O'Shaughnessy,,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",kevin.oshaughnessy1@nm.com,,Salesforce
11198237,Inactive Investor,Laura Hicks,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",laura_hicks@ml.com,,Salesforce
11055365,Inactive Investor,John Hayes,Chief Compliance Officer,LongView Wealth Management,jhayes@lvwm.com,,Salesforce
9626567,,Krishnanath Maly,,,malykrishna@gmail.com,,List import
10789408,Inactive Investor,Mark Gerdelmann,Financial Professional,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",mgerdelmann@financialguide.com,,Salesforce
10801320,Inactive Investor,Matthew Tuttle,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 200 Southdale Ctr",matthew.j.tuttle@ampf.com,,Salesforce
10752614,Inactive Investor,Russell Meers,,Alamo Capital,rmeers@alamocapital.com,,Salesforce
10787688,Inactive Investor,Jenna Sparling,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,jenna.sparling@ubs.com,,Salesforce
10927239,Inactive Investor,Brendan Peebles,,Vanguard Marketing Corporation,brendan_peebles@vanguard.com,,Salesforce
9544502,,Howard Gorbach,,,gorbach.howard@principal.com,,List import
10986893,Inactive Investor,Wenfang Chen,,J.P. Morgan Securities LLC Chicago IL 1934 S State St,wenfang.chen@chase.com,,Salesforce
11108402,Inactive Investor,Kevin Bishop,,"Bankers Life Securities, Inc. Concord NH 6 Loudon Rd",kevin.bishop@bankerslife.com,,Salesforce
10866128,Inactive Investor,Benjamin Lee,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",benjamin.lee@schwab.com,,Salesforce
45084,,Wesley Price,Registered Investment Advisor,"Ascent Capital Management, Llc",wes@ascentcap.com,541-382-4847,Manual List Upload
9548962,,Jimmy Moock,,,jimmy@gregoryfca.com,,List import
10910552,Inactive Investor,Joseph Bailey,Investment Advisor Representative;Regulatory Contact,Integrity Capital Management,barry.bailey@retirewithicm.com,,Salesforce
10615782,,Jian Wang,,,jian.wang@prudential.com,,List Import
11186681,Inactive Investor,Jeannine Allen,,"Avantax Investment Services, Inc. Scottsdale AZ 7702 E Doubletree Ranch Rd",,,Salesforce
338616,,Adam Tantleff,Managing Principal,Madison Realty Capital,adam.tantleff@madisonrealtycapital.com,646-442-4209,Manual List Upload
10968683,Inactive Investor,Katherine Young,,State Farm VP Management Corp. Springfield IL 315 Chatham Rd,katherineyoung@statefarm.com,,Salesforce
11046004,Inactive Investor,Heather Brown,,"Osaic Wealth, Inc. Livingston TX 619 N Washington Ave",,,Salesforce
7893304,,Pavel Machalek,,,pavel@microlea.com,,Web Form Fillout
10614564,,Billy Faggiano,"Assistant Vice President - Wealth Management, Financial Advisor, Workplace Advisor - Equity Compensation",,billy.faggiano@morganstanley.com,,List Import
9645560,,Eriberto Vanegas Lago,,,vanegas2006@gmail.com,,List import
10506362,,Lionel MEDERNACH,,,lionel_designer@hotmail.com,,Web Form Fillout
349251,,Hanh Nguyen,Financial Advisor,Krilogy,hnguyen@krilogy.com,314-884-2800,Manual List Upload
9540644,,Elaine Bell,,,ebell@rosewd.com,,List Import
10935581,Inactive Investor,Bradley Gilbertson,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",bradley.gilbertson@ampf.com,,Salesforce
9625155,,ROBERT ZNIDAR,,,robert.znidar1@gmail.com,,List import
11114664,Inactive Investor,Steven Glazer,Financial Advisor,"Osaic Wealth, Inc. Chesterfield MO 15510 Olive Blvd",,,Salesforce
9610663,,john mitchom,,,dice-section@hotmail.com,,List import
11219531,,Randall Dean,,,randall.dean@lpl.com,,Other
9555808,,Jesse Davis,,,jdblockchain.84@gmail.com,,List import
11130771,Inactive Investor,Jason Adamson,,J.P. Morgan Securities LLC Brooklyn NY 4721 16th Ave,jason.v.adamson@chase.com,,Salesforce
11103879,Inactive Investor,Justin Purvis,Financial Advisor,"Symphony Financial, Ltd. Co. Houston TX 17725 John F Kennedy Blvd",purvis@symphonyplanning.com,,Salesforce
10997086,Inactive Investor,Maurina Hylland,,"Farmers Financial Solutions, LLC Portland OR 4715 SE Belmont St",,,Salesforce
10848760,Inactive Investor,Robert Jacobs,Member,Palisade Wealth Management,robert@jacobsequity.com,,Salesforce
11204833,Inactive Investor,Jack Curcio,Client Associate,Neuberger Berman BD LLC,jack.curcio@nb.com,,Salesforce
10606240,,Zakia Benzoubeier,Associate Branch Manager,"Ameriprise Financial Services, LLC",zakia.benzoubeier@ampf.com,212-849-6574,List Import
11003099,Inactive Investor,Cheryl Smith,Financial Advisor,Edward Jones Daphne AL 7096 Stone Dr,cheryl.smith2@edwardjones.com,,Salesforce
11210784,Inactive Investor,Elaine Raines,,"Truist Investment Services, Inc. Columbia SC 1201 Main St",elaine.raines@truist.com,,Salesforce
9647308,,Greg Heinrich,,,greg@kovsec.com,,List import
11177356,Inactive Investor,Karissa O'Shields,,"Farmers Financial Solutions, LLC Oklahoma City OK 6424 W Memorial Rd",kbradshaw@farmersagent.com,,Salesforce
10894713,Inactive Investor,Michael Lader,,LPL Financial LLC Jupiter FL 601 Heritage Dr,michael.lader@lpl.com,,Salesforce
9572327,,Stephen Shepherd,,,stephen.shepherd@surveyor-capital.com,,List import
11060226,Inactive Investor,Kyoko Kakuchi,,J.P. Morgan Securities LLC New York NY 1495 York Ave,kyoko.kakuchi@chase.com,,Salesforce
339808,,Daniel Bourla,Member,"Dome Equities, Llc",dbourla@domeeq.com,212-867-4520,Manual List Upload
169951,,pvel Dovhan,,[Unknown],pashadovgan696@gmail.com,,
9637957,,Bethany Hemingway,,,bhemingway@stauntonfarm.org,,List import
10977957,Inactive Investor,Lucas Bell,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Cincinnati OH 425 Walnut St",,,Salesforce
11049780,Inactive Investor,Elijah Thomer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,elijah.thomer@fidelity.com,,Salesforce
33275,,Timothy Zitter,Partner,Thrivent Investment Management Inc.,tim.zitter@thrivent.com,913-323-1307,
11204668,Inactive Investor,Anna Thouin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10839531,Inactive Investor,Noah Wertheimer,,"Realta Equities, Inc. Englewood CO 7390 S Fraser St",noah@realtawealth.com,,Salesforce
11099072,Inactive Investor,David Beemer,,"Osaic Wealth, Inc. Bath ME Private Residence",,,Salesforce
11178770,Inactive Investor,Brady Garr,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",brady.garr@wellsfargoadvisors.com,,Salesforce
10909610,Inactive Investor,Andrew Dimarco,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,,,Salesforce
11034414,Inactive Investor,James Folmar,Financial Advisor,Edward Jones Princeton WV 195 Elmer St,jim.folmar@edwardjones.com,,Salesforce
10937792,Inactive Investor,Daniel Martinez,,"Farmers Financial Solutions, LLC Edinburg TX 5313 S McColl Rd",dmartinez@farmersagent.com,,Salesforce
10901447,Inactive Investor,Benjamin Schmalz,Senior Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11007371,Inactive Investor,Shayne Sevigny,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",shayne.sevigny@53.com,,Salesforce
9602538,,Nathaniel Ritchison,,,nathaniel.ritchison@purefinancial.com,,List import
232346,, -,,[[Unknown]],tbca-16@hotmail.com,,
11259999,Inactive Investor,Cameron Ferrulo,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",cameron.ferrulo@equitable.com,,Salesforce
10893794,Inactive Investor,Sarah Rossi,,Key Investment Services LLC,sarah.rossi@key.com,,Salesforce
10993535,Inactive Investor,Christopher Viteri,Vice President,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",abel.viteri@equitable.com,,Salesforce
11169515,Inactive Investor,Rocio Acuna,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11154216,Inactive Investor,Brian Teague,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10950705,Inactive Investor,Brett Fortune,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Somerville NJ Private Residence",bfortune@financialguide.com,,Salesforce
9646396,,Douglas Wong,,,douglasswong@gmail.com,,List import
10959297,Inactive Investor,Austin Rogers,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,austin_rogers@vanguard.com,,Salesforce
11087888,Inactive Investor,Caleb Russell,,"Northwestern Mutual Investment Services, LLC College Station TX 1711 Crescent Pointe Pkwy",,,Salesforce
11159040,Inactive Investor,Tyler Nguyen,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,tyler.nguyen@jpmorgan.com,,Salesforce
9613419,,Ryan Raymond,,,ryan.raymond@ubs.com,,List import
10620497,,Tosh Wain,,,toshw@hotmail.com,,Web Form Fillout
10489954,,Sudhir Pai,Manager,"Suma Monde Kapital Partners, LLC",spai@mytimeequity.com,,List Import
10864164,Inactive Investor,William Marlar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_marlar@vanguard.com,,Salesforce
11114453,Inactive Investor,Stephen Maywald,,Morgan Stanley Houston TX 845 Texas St,,,Salesforce
11213281,Inactive Investor,Austin Healy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10907883,Inactive Investor,Kristen Kratochvil,,"Osaic Wealth, Inc. Omaha NE 17117 Oak Dr",,,Salesforce
10922493,Inactive Investor,Chad Jones,,Cetera Investment Services LLC North Wilkesboro NC 1404 W D St,,,Salesforce
10696127,,Joseph McFarland,,"Meridian Wealth Management, LLC",trifectawealthllc@gmail.com,,List Import
10895945,Inactive Investor,Jacob Richardson,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jacob.richardson@tiaa.org,,Salesforce
11057086,Inactive Investor,Matthew Scanlon,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
11210857,Inactive Investor,Drew Johnson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",,,Salesforce
9605709,,Joanne Feeney,,,joanne@advisorscenter.com,,List import
11003175,Inactive Investor,Justin Rogers,,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",justin.rogers@raymondjames.com,,Salesforce
9568233,,satish achanta,,,achanta.au@gmail.com,,List import
11140128,Inactive Investor,Alexis Schulte,,LPL Financial LLC San Diego CA 4707 Executive Dr,alexis.schulte@lpl.com,,Salesforce
11212011,Inactive Investor,Roark Gover,Client Services Director,Commonwealth Financial Network Doylestown PA 601 New Britain Rd,rgover@commonwealth.com,,Salesforce
10845417,Inactive Investor,Robert Grispon,,J.P. Morgan Securities LLC Doylestown PA 318 N Main St,robert.grispon@jpmorgan.com,,Salesforce
10891155,Inactive Investor,David Halvorson,Financial Advisor,Edward Jones Alto MI 6737 Whitneyville Ave SE,david.halvorson@edwardjones.com,,Salesforce
10878804,Inactive Investor,William Miskelly,Chairman;Director,Park Place Capital Corporation Birmingham AL 2001 Park Pl,,,Salesforce
11159321,Inactive Investor,Nancy Lewis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nancy.lewis@fidelity.com,,Salesforce
11216816,,Jeffrey Murray,,,jeff.murray@lpl.com,,List Import
9634245,,Ken Xuan,,,ken.xuan@fundstrat.com,,List import
11005660,Inactive Investor,Crawford Luken,,LPL Financial LLC Salt Lake City UT Private Residence,crawford.luken@lpl.com,,Salesforce
8480878,,Joseph Bodnar,,Sequoia Financial,jbodnar@sequoia-financial.com,(570) 401-8727,List Import
10617739,,Julie Hoersten,,,j.hoersten@ubs.com,,List Import
11003978,Inactive Investor,Zachary Grant,Family Wealth Advisor,TFO Family Office Partners,zgrant@tfofamilyoffice.com,,Salesforce
10661995,,Heather Lafreniere,,,heather@lagoinnovation.com,,List Import
11045026,Inactive Investor,Frank Brittingham,,Cetera Advisors LLC Salisbury MD 953 Mount Hermon Rd,frank.brittingham@ceteraadvisors.com,,Salesforce
223204,,Antonio Antem,Director,Giglioventures SL,antonio.antem@giglioventures.com,,
11116736,Inactive Investor,John Hickey,,"MML Investors Services, LLC",jhickey@massmutual.com,,Salesforce
10854397,Inactive Investor,Julia Taylor,,"Empower Financial Services, Inc",julia.taylor@empower.com,,Salesforce
9629891,,Jan Kowaldki,,,ohpinpiu@iubh.pl,,List import
10863005,Inactive Investor,Brian Vingle,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brian.vingle@tiaa.org,,Salesforce
10782565,Inactive Investor,Randy Heinz,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,randy.a.heinz@fmr.com,,Salesforce
11127429,Inactive Investor,Johnathan Weed,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,jweed@primerica.com,,Salesforce
11220016,,Amy Birtcher,,,amy.birtcher@transamerica.com,,Other
11175024,Inactive Investor,Gary Gray,,"Avantax Investment Services, Inc. Yorba Linda CA 22725 Old Canal Rd",,,Salesforce
10899852,Inactive Investor,Ryan Foley,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11013953,Inactive Investor,Elissar Aridi,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,elissar.aridi@jpmorgan.com,,Salesforce
189412,,CHENG WANG,CFO,AKASH,cheng@akash.network,4083269663,
11126199,Inactive Investor,Glenn Morey,Financial Advisor,LPL Financial LLC La Mesa CA 9340 Fuerte Dr,glenn.morey@lpl.com,,Salesforce
9580024,,Charles Dupaul,,,charles.dupaul@usaa.com,,List import
10696108,,Kathleen Owen,,RNT + TBS,kowen@rnt.com,,List Import
9547211,,Charles Masland,,,masland@delaware.net,,List import
10924357,Inactive Investor,Keith Kensey,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",kkensey@financialguide.com,,Salesforce
11230236,Inactive Investor,Douglas Allan,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,,,Salesforce
9645078,,scott lehigh,,,slehigh@crownmail.net,,List import
11145467,Inactive Investor,Corethia Oates,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,corethia.oates@morganstanley.com,,Salesforce
9609795,,QING HUANG,,,sihaiqqing@hotmail.com,,List import
9596077,,Jacob Boss,,,jacob.boss@plantemoran.com,,List import
9624842,,Kishin Kato,,,katokishi@gmail.com,,List import
9595770,,Jay Desai,,,jdesai@macroadv.com,,List import
11040549,Inactive Investor,Natalie Knaus,,Vanguard Marketing Corporation,natalie_knaus@vanguard.com,,Salesforce
9588906,,Agus Bojati,,,niamhabibi7@gmail.com,,List import
11006762,Inactive Investor,Jayonn Myles,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9544542,,dave Mullinax,,,djm711@yahoo.com,,List import
10844515,Inactive Investor,Todd Bicknese,,Thrivent Investment Management Inc. Iowa Falls IA 602 Washington Ave,todd.bicknese@thrivent.com,,Salesforce
10960959,Inactive Investor,Benito Barillas,Financial Advisor,Edward Jones Menlo Park CA 750 Menlo Ave,benito.barillas@edwardjones.com,,Salesforce
10612200,,Domingos Noya,Financial Advisor,,dnoya@lincolninvestment.com,,List Import
9641920,,Peter Boockvar,,,peter.boockvar@bleakleyadvisory.com,,List import
11191830,Inactive Investor,George Tangeman,,"Raymond James Financial Services, Inc. Winter Park FL 1560 Orange Ave",george.tangeman@raymondjames.com,,Salesforce
10975953,Inactive Investor,Colin Watkins,Associate Wealth Manager;Director,"Waypoint Capital Advisors, LLC",,,Salesforce
9627943,,Jisung Park,,,pqioarchuqyejakef@manen1.com,,List import
11105644,Inactive Investor,Jake Bernstein,,"Empower Financial Services, Inc Oakfield WI Private Residence",jake.bernstein@empower.com,,Salesforce
11012957,Inactive Investor,John Kimsey,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",john.kimsey@prudential.com,,Salesforce
9567614,,Thomas Labrie,,,tlabrie@westminsterfinancial.com,,List import
11124010,Inactive Investor,Robin Badanes,,NYLIFE Securities LLC New York NY 420 Lexington Ave,rbadanes@ft.newyorklife.com,,Salesforce
10929487,Inactive Investor,Roger Stukkie,Financial Advisor;Member,PAX Financial Group,,,Salesforce
10797508,Inactive Investor,Jon Kempner,First Vice President;Senior Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jon.kempner@morganstanley.com,,Salesforce
9646801,,Jeffrey Norris,,,jeffrey.tadder@wellsfargoadvisors.com,,List import
10822884,Inactive Investor,James Morrison,,"Kestra Investment Services, LLC Waco TX 710 N 64th St",jmorrison@nfp.com,,Salesforce
11076638,Inactive Investor,Christopher Fili,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11197497,Inactive Investor,Kennedy Poole,,Key Investment Services LLC Uniontown PA 19 S Beeson Blvd,kennedy.poole@key.com,,Salesforce
11104482,Inactive Investor,Alexis Harris,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",alexis.harris@nm.com,,Salesforce
10487761,,Adam Rich,Principal,Schlindwein Associates LLC,aleciaspoiled2000@yahoo.com,,List Import
10918768,Inactive Investor,Ryan Krueger,Senior Financial Advisor;Wealth Consultant,LPL Financial LLC Wausau WI 5211 Rib Mountain Dr,ryan.krueger@lpl.com,,Salesforce
10818779,Inactive Investor,John Cooke,Chief Compliance Officer;Founder;Managing Member;Personal Financial Advisor;President,"Cooke Wealth Management, LLC",john@cookewm.com,,Salesforce
11077090,Inactive Investor,Brian Cross,Financial Advisor,"Raymond James & Associates, Inc. Little Rock AR 12921 Cantrell Rd",brian.cross@raymondjames.com,,Salesforce
11180092,Inactive Investor,Howard Joe,Sales Manager;Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",howard.joeiii@ml.com,,Salesforce
11226495,Inactive Investor,Chase Nicholson,"Portfolio Manager, Multi-Asset",State of Wisconsin Investment Board,chase.nicholson@swib.state.wi.us,6082662381,Salesforce
10959283,Inactive Investor,King Kaumbu,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,king.kaumbu@jpmorgan.com,,Salesforce
11032529,Inactive Investor,Andrew Sorenson,,"Mercer Allied Company, L.P. Irving TX 125 E John Carpenter Fwy",asorenson@ayco.com,,Salesforce
9609306,,Felipe Pires,,,fpires223@gmail.com,,List import
10862410,Inactive Investor,Keri Twyman,Director - Operations;Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 0110 SW Bancroft St",keri.k.twyman@ampf.com,,Salesforce
10759546,Inactive Investor,Rj Grzesiak,First Vice President - Wealth Management,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",john.grzesiak@raymondjames.com,,Salesforce
249100,,Zhong Zeng,Software Engineer,Meta,zzeng16@fordham.edu,,Manual List Upload
10758189,Inactive Investor,David Roth,Senior Advisor,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,david.roth@opco.com,,Salesforce
202504,,Sherri Swain,,[Unknown],ssgswain@gmail.com,,source
11012921,Inactive Investor,Benjamin Davis,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10756508,Inactive Investor,Michael Volmert,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",michael.j.volmert@ml.com,,Salesforce
373630,,Colette Young,,[Unknown],youngkcolette@gmail.com,,Website
10892999,Inactive Investor,William Smallwood,,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",william.smallwood@wellsfargoadvisors.com,,Salesforce
11150641,Inactive Investor,Yong Jiang,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11028058,Inactive Investor,Ariel Jensen,Financial Advisor,Edward Jones Marysville WA 12421 State Ave,,,Salesforce
10604374,,Rahul P,Founder,Coreathena,raparulekar@gmail.com,6504417781,List Import
10961640,Inactive Investor,Lara Bamberger,,J.P. Morgan Securities LLC Greenvale NY 57 Northern Blvd,lara.bamberger@jpmorgan.com,,Salesforce
10943800,Inactive Investor,Lacuo Cili,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9629814,,Robin Rains,,,robinrains@mac.com,,List import
10933196,Inactive Investor,Fred Gallo,,"Charles Schwab & Co., Inc. Albany NY 677 Broadway",fred.gallo@schwab.com,,Salesforce
11174458,Inactive Investor,Alberto Leyba Koury,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 3700 W Flagler St,alberto.leyba@jpmorgan.com,,Salesforce
10924678,Inactive Investor,Emily Simones,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",emily.simones@nm.com,,Salesforce
10812179,Inactive Investor,Stephen Lasater,,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,stephen.lasater@primerica.com,,Salesforce
165294,,Nilkanth Patel,,[Unknown],nmpatel@charlestonlaw.edu,,
11170730,Inactive Investor,Daniel Chizmadia,,"Private Client Services, LLC Albemarle NC 132 N 1st St",,,Salesforce
10884147,Inactive Investor,Kevin Hanley,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",kevin.hanley@nm.com,,Salesforce
10657378,,Ian Radomski,,,ian.radomski@jpmorgan.com,,List Import
11222819,,Wendy Shang,,,wendy.shang@algertglobal.com,,List Import
10939078,Inactive Investor,Todd Labellman,Investment Advisor Representative,"Madison Avenue Securities, LLC Winter Park FL 124 E Welbourne Ave",,,Salesforce
11186876,Inactive Investor,Bryan Mcpherson,Chief Compliance Officer;Member;Principal,"Round Table Investment Management, LLC",,,Salesforce
10999742,Inactive Investor,George Rocchi,,"Farmers Financial Solutions, LLC Salt Lake City UT 5411 S Vine St",,,Salesforce
10947602,Inactive Investor,Maria Escareno-Avila,,J.P. Morgan Securities LLC Diamond Bar CA 1100 S Diamond Bar Blvd,maria.escareno@chase.com,,Salesforce
10812411,Inactive Investor,Heath Demarcy,Financial Advisor,"BOK Financial Securities, Inc. Muskogee OK 215 State St",hdemarcy@bokf.com,,Salesforce
11000064,Inactive Investor,Matthew Holden,Director - Investments,Corient Morristown NJ 60 Columbia Rd,matthew.holden@corient.com,,Salesforce
10870043,Inactive Investor,Andres Martinez,,Citigroup Global Markets Inc. Long Island City NY Private Residence,,,Salesforce
1001753,Inactive Investor,Gregory Skidmore,President & CCO,Belpointe Capital,greg.skidmore@belpointe.com, +1 203 629 3300(102),Database Upload
11155147,Inactive Investor,Paulette Street,Senior Private Client Assistant,Janney Montgomery Scott LLC Charleston WV 500 Virginia St E,pstreet@janney.com,,Salesforce
10882133,Inactive Investor,Jaswant Shaw,President,EISRC,jshaw@eisrc.com,,Salesforce
9605772,,Brad Alles,,,brad.alles@sig.com,,List import
11019671,Inactive Investor,Omega Francia Freeman,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,ofrancia-freeman@gwnsecurities.com,,Salesforce
10970547,Inactive Investor,Dustin Thomas,Financial Advisor,"Valeo Financial Advisors, LLC",dustin.thomas@valeofinancial.com,,Salesforce
10611618,,Benjamin Quick,"Financial Advisor, Senior Vice President - Investments",,benjamin.quick@ubs.com,,List Import
11177037,Inactive Investor,Megan Wilson,Senior Compliance Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10902399,Inactive Investor,Luke Parry,Registered Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9633486,,ray stone,,,rstone@gmail.com,,List import
170965,,Guriqbal S Bhullar,,[Unknown],gbhullar84@gmail.com,,
10867472,Inactive Investor,Jeffery Chisham,,State Farm VP Management Corp. Omaha NE 15655 Pacific St,,,Salesforce
11235280,Inactive Investor,Amy Diamond,Head - Financial Planning,"Narus Financial Partners, LLC",amy@narusfinancial.com,,Salesforce
10858252,Inactive Investor,Michael Bowles,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",sean.bowles@ml.com,,Salesforce
9618209,,Billal Sikander,,,bsikander@silverpointcapital.com,,List import
9590599,,Mark Schalles,,,mschalles@sidusfunds.com,,List import
9646285,,Shawn Gaustad,,,sgaustad25@msn.com,,List import
10864536,Inactive Investor,James Presley,,"Raymond James Financial Services, Inc. Lexington TN 18 S Main St",james.presley@raymondjames.com,,Salesforce
10865877,Inactive Investor,Andrew Kempton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11255108,Inactive Investor,Drew Echternach,Financial Advisor;Vice President,"Jefferson Bridge Capital, LLC",dechternach@jeffersonbridge.com,,Salesforce
234853,, -,,[[Unknown]],francoisosimon@gmail.com,,
9547075,,Albert Rabil,,,arabil@kaynecapital.com,,List import
11147071,Inactive Investor,Michael Day,,LPL Financial LLC Syracuse NY 250 S Clinton St,mike.day@lpl.com,917-457-2814,Salesforce
341198,,Alex Beale,Investment Manager,Patriot Investment Management Group Inc,abeale@patriotinvestment.com,865-777-2479,Manual List Upload
10781230,Inactive Investor,William Donovan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,william.donovan@fidelity.com,,Salesforce
11236331,Inactive Investor,Aaron Stolpen,Investment Strategist;Portfolio Manager,"Legacy Advisors, LLC",astolpen@legacyadvice.com,,Salesforce
10847808,Inactive Investor,Andrew Adelman,Financial Advisor,"Cadaret, Grant & Co., Inc. Orchard Park NY 6470 New Taylor Rd",aadelman@cadaretgrant.com,,Salesforce
11112735,Inactive Investor,Linda Radley,,"Kestra Investment Services, LLC Cordova TN 8000 Centerview Pkwy",,,Salesforce
10843446,Inactive Investor,Roger Crank,,"MML Investors Services, LLC Brookfield WI 333 Bishops Way",rcrank@financialguide.com,,Salesforce
10986248,Inactive Investor,Lorenzo Jaime,,"Benjamin Securities, Inc.",,,Salesforce
10792706,Inactive Investor,Victor Roach,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Beachwood OH 3000 Auburn Dr",victor.roach@tiaa.org,,Salesforce
11096055,Inactive Investor,Albert Rayle,Partner;Senior Financial Advisor,"Edge Capital Group, LLC Dallas TX 300 Crescent Ct",brayle@edgecappartners.com,,Salesforce
10902322,Inactive Investor,Hugh Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 8750 E Raintree Dr",hugh.taylor@ml.com,,Salesforce
3016959,,Armando Pina,,,pina@manpi.uk,,
10487426,,Edmon Tomes,"Chief Executive Officer, Elected Manager, President, Private Wealth Advisor",Level Four Advisory Services,jtomes@levelfourgroup.com,,List Import
237848,, -,,[[Unknown]],brettasnell@gmail.com,,
10775293,Inactive Investor,Mohamad Halabi,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",mohamad_halabi@ml.com,,Salesforce
11102593,Inactive Investor,Nicole Woods,,PFS Investments Inc. San Antonio TX 911 Isom Rd,nicolereneewoods@primerica.com,,Salesforce
11176727,Inactive Investor,Ryan Demler,,Park Avenue Securities LLC Tarrytown NY 580 White Plains Rd,ryan_demler@glic.com,,Salesforce
9572181,,Greg Anderson,,,ganderson@massmutual.com,,List import
10768407,Inactive Investor,Scott Krzeminski,,William Blair,skrzeminski@williamblair.com,,Salesforce
10756898,Inactive Investor,Jacob Lindsey,Financial Advisor;Portfolio Manager,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,,,Salesforce
10981699,Inactive Investor,Robert Aborn,Financial Advisor,"Portfolio Medics, LLC Steubenville OH 215 Main St",,,Salesforce
237087,, -,,[[Unknown]],hirsch.larry@gmail.com,,Organic Search
10954068,Inactive Investor,Merwiey Farhat,,Fidelity Brokerage Services LLC,,,Salesforce
11098271,Inactive Investor,Michael White,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10928225,Inactive Investor,Maxwell Neese,Financial Advisor,LPL Financial LLC Jefferson IA 115 W State St,maxwell.neese@lpl.com,,Salesforce
10786781,Inactive Investor,Michael Anderson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11047584,Inactive Investor,Michael Doyle,Vice President - Investments,"Raymond James & Associates, Inc. Grand Blanc MI 8245 Holly Rd",,,Salesforce
10657404,,Edith Ortiz,,,edith.ortiz@lpl.com,,List Import
10953199,Inactive Investor,Craig Tuemler,,PFS Investments Inc. Hurricane WV 104 Brent Way,ctuemler@primerica.com,,Salesforce
8583349,,Jake Mickens,,,jakemickens@hotmail.com,,Web Form Fillout
95271,,Brad Johnson,"Investment Advisor, Partner",Tradition Wealth Management,brad.johnson@traditionwealth.com, +1 952 563 6508,
368167,,Jeff Malone,Other,Symetra,jeff.malone@symetra.com,14252568259,Webinar
11042964,Inactive Investor,Jessica Brossman,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",,,Salesforce
9618298,,Laurence Benedict,,,lbenedict@banyancap.com,,List import
10661686,,Ian Larkin,,,iml@maranoncapital.com,,List import
10893931,Inactive Investor,Peter Altman,Chief Compliance Officer;Compliance Officer;Founder;President,Altman Investment Management LLC,paltman@altman-investment.com,,Salesforce
10759962,Inactive Investor,Margaret Hale,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,margaret.hale@fidelity.com,,Salesforce
10994963,Inactive Investor,Ryan Deleo,,"Empower Financial Services, Inc",ryan.deleo@empower.com,,Salesforce
11197853,Inactive Investor,Karin Mottus,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cockeysville MD 303 International Cir",karin.mottus@stifel.com,,Salesforce
10867711,Inactive Investor,Lee Bollhorst,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Annapolis MD 711 Bestgate Rd",lee.d.bollhorst@ampf.com,,Salesforce
11126471,Inactive Investor,Glenn Wittpenn,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",glenn.wittpenn@wellsfargo.com,,Salesforce
10946118,Inactive Investor,Mark West,District Leader,PFS Investments Inc. Dayton OH 7026 Corporate Way,mark.west@primerica.com,,Salesforce
10616531,,Neil Harnen,,,neil.harnen@lpl.com,,List Import
10833218,Inactive Investor,Aaron Marks,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",aaron.marks@wellsfargo.com,,Salesforce
9602335,,Hari Garhwal,,,hgarhwal@gcwinc.com,,List import
10993935,Inactive Investor,Mitchell Mckay,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10994757,Inactive Investor,Cynthia Mckinney,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative,Vann Equity Management LLC,,,Salesforce
9576917,,Donald Clarke,,,dclarke@endurancewealth.com,,List import
225315,,Jenn Goodson,,DCG,jenn@dcg.co,,Direct
11084413,Inactive Investor,Steven Goodman,,"Dempsey Lord Smith, LLC Greensboro NC 717 Green Valley Rd",,,Salesforce
9591122,,Andrew Spring,,,aspring@midoceanpartners.com,,List import
10844820,Inactive Investor,Stacy Tedrick,Financial Advisor,LPL Financial LLC Lincoln IL 303 S Kickapoo St,stacy.tedrick@lpl.com,,Salesforce
10832200,Inactive Investor,Joe Henderson,,"Equitable Advisors, LLC Duncan OK 3260 N Hwy 81",joe.henderson@equitable.com,,Salesforce
9544725,,Tianhao Xu,,,daniel.txu.0@gmail.com,,List import
10892405,Inactive Investor,Christopher Muirhead,Assistant Chief Investment Officer;Portfolio Manager,Winslow Asset Management Inc,,,Salesforce
10901281,Inactive Investor,Mary Miley,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,mary.miley@fmr.com,,Salesforce
11082174,Inactive Investor,Anel Avila,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anel_avila@vanguard.com,,Salesforce
11014823,Inactive Investor,Logan Wolf,,"Raymond James Financial Services, Inc. Saint Petersburg FL 700 Central Ave",logan.wolf@raymondjames.com,,Salesforce
229054,,Maks Seriki -,,Maks Seriki [[Unknown]],mseriki24@gmail.com,,Direct
11128288,Inactive Investor,Brian Hoppe,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,brian.hoppe@thrivent.com,,Salesforce
189678,,Gregory Gohr,Senior Vice President,Commonwealth Financial Network,ggohr@commonwealth.com,862-702-3500,
10838225,Inactive Investor,Jill Woods,,"CFD Investments, Inc. Olathe KS Private Residence",jill.woods@cfdinvestments.com,,Salesforce
9580402,,Tiffany McKee,,,tiffany.mckee@53.com,,List import
10845939,Inactive Investor,Brodie Dalton,Financial Advisor;Financial Planning Specialist,Morgan Stanley State College PA 720 S Atherton St,brodie.dalton@morganstanley.com,,Salesforce
10797324,Inactive Investor,Paul Fragakis,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,paul.fragakis@fidelity.com,,Salesforce
11130247,Inactive Investor,Kevin Schneider,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,kevin_schneider@glic.com,,Salesforce
9641217,,David Pinter,,,dwpinter@gmail.com,,List import
11122869,Inactive Investor,Kyle Potter,Wealth Relationship Manager,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,kyle.potter@citi.com,,Salesforce
11157988,Inactive Investor,Jennifer Bankar,Client Service Associate,"Ameriprise Financial Services, LLC Naples FL 5811 Pelican Bay Blvd",jennifer.bankar@ampf.com,,Salesforce
11236675,Inactive Investor,Teresa Smith,Financial Advisor,Origin Investment Advisory LLC Kansas City KS Private Residence,teresa@useorigin.com,,Salesforce
11122684,Inactive Investor,Edward Baehrend,,"Raymond James Financial Services, Inc. Oak Park IL 1106A Chicago Ave",ed.baehrend@raymondjames.com,,Salesforce
10948721,Inactive Investor,Katharine Archer,Financial Advisor,Edward Jones Hurst TX 669 Airport Fwy,katharine.archer@edwardjones.com,,Salesforce
11137014,Inactive Investor,Anthony Petro,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 15255 S 94th Ave",anthony_petro@ml.com,,Salesforce
11133308,Inactive Investor,James Smothers,Financial Advisor,Edward Jones Sharpsburg GA 820 Ebenezer Church Rd,jim.smothers@edwardjones.com,,Salesforce
11106257,Inactive Investor,Diana Castillo,,J.P. Morgan Securities LLC Greenville SC 3845 Pelham Rd,,,Salesforce
10995567,Inactive Investor,Samuel Martinez,Wealth Advisor,Wealthquest Corporation,smartinez@wqcorp.com,,Salesforce
10794829,Inactive Investor,David Graffagnino,,"M Holdings Securities, Inc. Daytona Beach FL 325 N Williamson Blvd",david.graffagnino@mfin.com,,Salesforce
10918609,Inactive Investor,Robert Hendrix,,LPL Financial LLC Houston TX 945 Bunker Hill Rd,robert.hendrix@lpl.com,,Salesforce
11194853,Inactive Investor,Josefina Sanchez,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,,,Salesforce
10996677,Inactive Investor,Lisa Richard,,Commonwealth Financial Network Danvers MA 27 Garden St,lrichard@commonwealth.com,,Salesforce
10798747,Inactive Investor,Stephen Anglim,Financial Advisor;Senior Vice President,Morgan Stanley Port Jefferson NY 414 Main St,stephen.anglim@morganstanley.com,,Salesforce
158230,,Jaemin Oh,,[Unknown],eheh25877@gmail.com,,Organic Search
9636212,,Gregory Lassman,,,glassman@faralloncapital.com,,List import
346255,,Skye Aldag,,Mcmill Cpa And Advisors,skyea@wealthfirm.info,402-371-1160,Manual List Upload
11155934,Inactive Investor,Kenneth Harringer,Member;Owner,White Oak Systems,kenneth@whiteoaksystems.com,,Salesforce
9549434,,Matthew Parker,,,mparker@hbk.com,,List import
10875916,Inactive Investor,Adam Davison,Senior Client Associate,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",,,Salesforce
2007829,,Liam Shore,,,liamshore+grayscale@zaikucapital.com,,
9626605,,Damien Schultz,,,damien.e.schultz@outlook.com,,List import
10777206,Inactive Investor,David Schamerhorn,,"Osaic Wealth, Inc. Houston TX 1322 Space Park Dr",,,Salesforce
373968,,Jamie Herman,,[Unknown],jlherman86@gmail.com,,source
11001547,Inactive Investor,Stefani Bradley,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",,,Salesforce
10912387,Inactive Investor,Lonnie Portner,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,lonnieportner@statefarm.com,,Salesforce
9635025,,Laura Hout,,,lhout@cirruswealth.com,,List import
11220662,,Eric Haase,,,ehaase@breckinridge.com,,Other
10824368,Inactive Investor,Jeffrey Fiehler,President;Private Wealth Advisor,Syntegra Private Wealth Group LLC Chesterfield MO 14567 North Outer 40 Rd,jeff@syntegrapwg.net,,Salesforce
11117376,Inactive Investor,Kevin Dingle,,NYLIFE Securities LLC Rock Hill SC 522 Spring Landing Dr,kdingle@ft.newyorklife.com,,Salesforce
9607864,,Andrew Whiteley,,,tommyrwhiteley@gmail.com,,List import
10952310,Inactive Investor,Sanchir Enkhjargal,,J.P. Morgan Securities LLC Chicago IL 3335 N Ashland Ave,,,Salesforce
163006,,Rick Smith,,[Unknown],rte4955@gmail.com,,Paid Social
11111175,Inactive Investor,Michael Phippen,Chief Investment Officer;Managing Member,"Gordian Wealth Advisors, LLC",mike@gordianwa.com,,Salesforce
187181,,eric matalon,,[Unknown],eric@expertise-advisors.com,,source
11030246,Inactive Investor,Sheri Gondolfi,,"Raymond James Financial Services, Inc. Metairie LA 1 Galleria Blvd",,,Salesforce
10752890,Inactive Investor,Gwynne Richards Pfeifer,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,stuart.pfeifer@morganstanley.com,,Salesforce
10807528,Inactive Investor,Kevin Kott,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Monterey CA 24560 Silver Cloud Ct,kevin.kott@hilltopsecurities.com,,Salesforce
10848680,Inactive Investor,Charles Maher,Chief Compliance Officer;Principal,"Visions, Inc.",,,Salesforce
11057546,Inactive Investor,Daniel Fax,Financial Advisor;Vice President,"Associated Investment Services, Inc. Milwaukee WI 10701 W National Ave",daniel.fax@associatedbank.com,,Salesforce
9592143,,Julian Hunt,,,chunt@primetrustadvisors.com,,List import
11231383,Inactive Investor,Aaron Daines,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,aaron_daines@vanguard.com,,Salesforce
11221445,,Brian Morton,,,bmorton@seia.com,,List Import
11202717,Inactive Investor,Michael Ferro,Investment Advisor Representative,Horizon Wealth Advisors,,,Salesforce
11174072,Inactive Investor,Joseph Biggerstaff,Retirement Plan Advisor,Advisor Resource Council Royse City TX Private Residence,,,Salesforce
4329690,,Mark Youngblood,,,youngblood2060@yahoo.com,,Web Form Fillout
9548004,,Edward Golding,,,egolding@cbcpension.ca,,List import
10489719,,Michael Goodman,Financial Advisor,"Raymond James Financial Services Advisors, Inc Plano TX 5550 Granite Pkwy",michael.goodman@raymondjames.com,,List Import
9603040,,Mark Patton,"President, CCO, Treasurer And Secretary; Director; Sole Shareholder",Patton Wealth Advisors,droubal@pearl-energy.com,,List import
9606096,,Aaron Rust,,,arust333@icloud.com,,List import
10991656,Inactive Investor,Jonathan Mouavangsou,Investment Consultant,"Charles Schwab & Co., Inc. Saint Paul MN 295 Radio Dr",,,Salesforce
10905339,Inactive Investor,Melvin Mcfall,Financial Advisor,Edward Jones Newport News VA 12350 Jefferson Ave,bill.mcfall@edwardjones.com,,Salesforce
10771924,Inactive Investor,Michael Galantino,President;Regulatory Contact,"Chapin, Davis Bala Cynwyd PA 2 Bala Plz",mgalantino@chapindavis.com,,Salesforce
10996756,Inactive Investor,Scott Higgins,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Marlton NJ 9000 Lincoln Dr E",scott.higgins@mutualofomaha.com,,Salesforce
10829901,Inactive Investor,Brian Heublein,Chief Compliance Officer,"Marsha Lee & Company, Inc.",,,Salesforce
62132,,Edward Boll,Member,"Eab Investment Group, Llc",eboll@eabinvestmentgroup.com,646-583-3171,Manual List Upload
341335,,Scott Daum,Managing Director,Parallel49 Equity,sdaum@p49equity.com,847-295-4410,Manual List Upload
223629,,Thomas Unger,,[Unknown],unger.th@icloud.com,,Direct
11012675,Inactive Investor,Lyle Terry,,"Principal Securities, Inc.",,,Salesforce
10863694,Inactive Investor,Abraham Martinez,Chief Compliance Officer;Founder;Member,"Amara Financial, LLC",abraham@amarafinancial.com,,Salesforce
171112,,sedat demir,,[Unknown],sedatdemir@gmail.com,,Paid Social
21953,,Eric Bell,Managing Director,SpringRock Ventures,ebell@springrockventures.com,1-206-607-9938,Database Upload
11231137,Inactive Investor,Timothy Kearns,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11022914,Inactive Investor,Harriett Dolan,,"First Command Brokerage Services, Inc. Virginia Beach VA 780 Lynnhaven Pkwy",hjdolan@firstcommand.com,,Salesforce
10954574,Inactive Investor,Victoria Congello,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,victoria.congello@jpmorgan.com,,Salesforce
10907105,Inactive Investor,David Wiech,Co-Founder;Managing Member;Managing Partner,"Statera Financial, LLC",,,Salesforce
11091049,Inactive Investor,O Emmanuel Adepoju-Grace,Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",emmanuel.adepoju-grace@citizenssecurities.com,,Salesforce
11146062,Inactive Investor,Brandon Olson,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC Provo UT 180 N University Ave",brandon@bossretirement.com,,Salesforce
10862200,Inactive Investor,Victor Muro,Investment Advisor Representative,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",muro_victor@nlvmail.com,,Salesforce
9571282,,MERV CHARLES,,,charles.merv@gmail.com,,List import
10489009,,Bich Nguyen,,"Charles Schwab & Co., Inc. Frisco CO 211 Main St",bic.nguyen@schwab.com,,List Import
10941370,Inactive Investor,Brendan Bassett,Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",brendan.bassett@ml.com,,Salesforce
11036110,Inactive Investor,Erik Goodge,Chief Compliance Officer;Managing Member;President,"UVEST Advisory Group, LLC",,,Salesforce
11175945,Inactive Investor,Trevor Dixon,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,,,Salesforce
11113398,Inactive Investor,Erin Doody,Registered Associate - Private Wealth Management,Morgan Stanley New York NY 55 E 52nd St,erin.doody@morganstanleypwm.com,,Salesforce
10900836,Inactive Investor,Qaadir Williams,,"Ameritas Investment Company, LLC Houston TX 602 Sawyer St",qaadir.williams@ameritas.com,,Salesforce
10765351,Inactive Investor,Katherine Woodbury,Senior Wealth Strategy Associate,UBS Financial Services Inc. Wilmington NC 1985 Eastwood Rd,katherine.woodbury@ubs.com,,Salesforce
9637075,,Brad Holdhusen,,,bholdhusen@qualifiedplanadvisors.com,,List import
10854925,Inactive Investor,Lourdes Jimenez,,PFS Investments Inc. Glendale CA 750 Fairmont Ave,lourdes.jimenez@primerica.com,,Salesforce
10976368,Inactive Investor,Eric Clayton,,"ValMark Securities, Inc. Canfield OH 3701 Boardman Canfield Rd",,,Salesforce
10938551,Inactive Investor,Richard Williams,,LPL Financial LLC Plainfield IL 15101 S Rte 59,,,Salesforce
10696299,,Alison Picone,,iCapital,alison.picone@icapitalnetwork.com,,List Import
10806154,Inactive Investor,Jason Harrill,Financial Advisor,Edward Jones Rutherfordton NC 141 Laurel Hill Dr,jason.harrill@edwardjones.com,,Salesforce
229371,, -,,[[Unknown]],kerronavirgo@gmail.com,,
10792867,Inactive Investor,David Gasper,,"Allstate Financial Services, LLC Sparks Glencoe MD 913 Ridgebrook Rd",davidgasper@allstate.com,,Salesforce
11182011,Inactive Investor,Michael Raketich,,"FBL Marketing Services, LLC Iowa City IA 1402 Willow Creek Ct",michael.raketich@fblfinancial.com,,Salesforce
9597836,,Stefano D'amato,,,sdamato@evokeadvisors.com,,List import
11144619,Inactive Investor,Nancy Masterson,,Morgan Stanley Buffalo NY 450 Essjay Rd,nancy.masterson@morganstanley.com,,Salesforce
9573078,,Hamesh Mehta,,,hamesh.mehta@point72.com,,List import
9595379,,shui Qing,,,3050496224@qq.com,,List import
9553935,,Jasmine Key,,,jjk+grayscale@deap.cc,,List import
10939131,Inactive Investor,Isabella Berkey,Executive Director,"Wells Fargo Clearing Services, LLC",,,Salesforce
10993905,Inactive Investor,Katie Atkinson,,Edward Jones Battle Creek MI 3164 Capital Ave SW,,,Salesforce
10891051,Inactive Investor,Thomas Cole,Equity Research Analyst,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,t.cole@fi.com,,Salesforce
9588207,,Jason Gottlieb,,,jason.gottlieb@artisanpartners.com,,List import
11161765,Inactive Investor,Sarah Kirk,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,sarahkirk@statefarm.com,,Salesforce
10974479,Inactive Investor,Robert Banks,Financial Advisor,"Raymond James & Associates, Inc.",,,Salesforce
11025808,Inactive Investor,Thanh Le,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
10943997,Inactive Investor,Dennis Scharf,,LPL Financial LLC Saint Louis MO 8224 Manchester Rd,dennis.scharf@lpl.com,,Salesforce
10916357,Inactive Investor,Kimberly Whitt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11110613,Inactive Investor,Rebecca Blankenship,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
11102916,Inactive Investor,John Schuch,,Cetera Advisor Networks LLC Troy MI 5455 Corporate Dr,,,Salesforce
334458,,Jim Moore,Financial Advisor,Affinity Financial Advisors,jim@mcdanielknutson.com,785-841-4664,Manual List Upload
351698,,Christopher Walton,Vice President,"K2/d&s Management Co., L.l.c.",chris.walton@franklintempleton.com,203-348-5252,Manual List Upload
10875219,Inactive Investor,Warner Brown,,"Farmers Financial Solutions, LLC Chicago IL 8055 S Stony Island Ave",wbrown@farmersagent.com,,Salesforce
10951617,Inactive Investor,Michelle Koranda,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11057299,Inactive Investor,Jeffrey Bounds,Owner;Senior Vice President,PFS Investments Inc. Huntingburg IN 616 N Main St,jeffrey.bounds@primerica.com,,Salesforce
11209706,Inactive Investor,Stacey Born,Financial Advisor,Edward Jones Harrison MI 426 N 1st St,stacey.born@edwardjones.com,,Salesforce
10786092,Inactive Investor,Robert Claggett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.claggett@fidelity.com,,Salesforce
10807740,Inactive Investor,James Dicocco,Associate Vice President;Financial Advisor,LPL Financial LLC Los Angeles CA 11620 Wilshire Blvd,james.dicocco@lpl.com,,Salesforce
10768210,Inactive Investor,Adrienne Iglehart,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",adrienne_iglehart@ml.com,,Salesforce
10915288,Inactive Investor,Jeffrey Muthig,Financial Advisor,"Synovus Securities, Inc. Columbia SC 1221 Main St",jeffmuthig@synovus.com,,Salesforce
11027406,Inactive Investor,Stephen Colby,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Greenfield MA 238 Main St",steve.colby@nm.com,,Salesforce
9623285,,Jollen Chen,,,jollen@flowchain.io,,List import
11020453,Inactive Investor,Sarah Fermin,,J.P. Morgan Securities LLC Hiram GA 5218 Jimmy Lee Smith Pkwy,sarah.fermin@chase.com,,Salesforce
10966389,Inactive Investor,Nicholas Mowry,,MWA Financial Services Inc. Waterford WI 228C N Milwaukee St,nicholas.r.mowry@mwarep.org,,Salesforce
10835497,Inactive Investor,Jeffrey Newton,Chief Compliance Officer;Co-Chief Compliance Officer,"Alliant Securities, Inc. Turner, Nord, Kienbaum",jeff@alliantsecurities.com,,Salesforce
10354811,,Ben Foo,,Almitas,bfoo@almitascapital.com,,List Import
10647296,,Kristy Tochihara,,,kristy.tochihara@wfafinet.com,,List Import
10866544,Inactive Investor,John Henek,Chief Compliance Officer;Financial Planner;President;Principal;Vice President - Investments,"Quantum Capital Investments, Inc.",john@quantumcapitalinvestments.com,,Salesforce
10857720,Inactive Investor,Michael Blanchard,,Cetera Advisors LLC Charlotte NC 6135 Park South Dr,scott.blanchard@prosperafinancial.com,,Salesforce
11140021,Inactive Investor,Collin Osbahr,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 11500 Ranch Road 2222",collin.osbahr@ml.com,,Salesforce
9623516,,Stephen Thomas,,,markmartin6aaa@aol.com,,List import
11014637,Inactive Investor,Cadijha Robinson,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
11060291,Inactive Investor,Mary Northcutt,Wealth Management Associate,Morgan Stanley Tyler TX 909 E Southeast Loop 323,mary.ellen.northcutt@morganstanley.com,,Salesforce
10962187,Inactive Investor,Susan Puglisi,Client Service Associate,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",susan.puglisi@ampf.com,,Salesforce
11006707,Inactive Investor,Lukas Bergstrom,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",lukas.bergstrom@prudential.com,,Salesforce
229742,, -,,[[Unknown]],bdimaio9@aim.com,,Paid Search
10752450,Inactive Investor,Carol Dittert,Senior Private Client Assistant,Janney Montgomery Scott LLC West Chester PA 200 N High St,cdittert@janney.com,,Salesforce
11259857,Inactive Investor,Kobe Marinko,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kobe.marinko@jpmorgan.com,,Salesforce
10830559,Inactive Investor,Nikolai Taylor,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,nikolai.taylor@morganstanley.com,,Salesforce
10840904,Inactive Investor,Taylar Helsel,Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,taylar.helsel@jpmorgan.com,,Salesforce
11162642,Inactive Investor,Aaron Zimmerman,Financial Advisor,Edward Jones Colorado Springs CO 6685 Delmonico Dr,aaron.zimmerman@edwardjones.com,,Salesforce
10662147,,Ibrahim Galaria,,,galaria@galariacapital.com,,List Import
10966074,Inactive Investor,Barry Klarberg,Senior Managing Director,"MAI Capital Management, LLC New York NY 209 E 31st St",barry.klarberg@mai.capital,,Salesforce
10969233,Inactive Investor,Wesley Yamada,Partner;Senior Financial Strategist,Fountainhead Advisors Walnut Creek CA 3003 Oak Rd,wes@fountainhead-advisors.com,,Salesforce
10798924,Inactive Investor,William Banks,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,bill.banks@ubs.com,,Salesforce
11081797,Inactive Investor,Bai Yuen,Financial Advisor,Citigroup Global Markets Inc. Chicago IL 2022 S Archer Ave,bai.yuen@citigroup.com,,Salesforce
11084322,Inactive Investor,Christopher Endres,,Arvest Wealth Management Oklahoma City OK 201 Robert S Kerr Ave,cendres1@arvest.com,,Salesforce
11163966,Inactive Investor,Richard Smith,,"Black Oak Securities, Inc. Williamsfield IL Private Residence",richard.r.smith@blackoaksecurities.com,,Salesforce
11167868,Inactive Investor,Joel Mille,Financial Advisor,Edward Jones Broadview Heights OH 1100 W Royalton Rd,joel.mille@edwardjones.com,,Salesforce
9606804,,KAREN SIMMONS,,,karensimmons1115@gmail.com,,List import
10806617,Inactive Investor,Peter Parla,,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4355 Town Center Blvd",peter.parla@wellsfargoadvisors.com,,Salesforce
10797849,Inactive Investor,Jared Dollar,,"Truist Investment Services, Inc. Gainesville FL 411 N Main St",jared.dollar@truist.com,,Salesforce
334385,,Lynn Rubin,,"Stratos Wealth Partners, Ltd",lrubin@stratoswealthpartners.com,,
9606565,,Marco Strickland,,,cgmarcbooking723@gmail.com,,List import
216527,,Thomas Huth,,[Unknown],tom.huth@outlook.com,,Event
10824066,Inactive Investor,Cindy Farber,Senior Client Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,cindy.fabiano@ubs.com,,Salesforce
11096405,Inactive Investor,London Huie,Financial Services Representative,"MML Investors Services, LLC Birmingham AL 3500 Colonnade Pkwy",lhuie@financialguide.com,,Salesforce
9644281,,Abdulrahman yahai Alhakem,,,abodey0alhakem0@gmail.com,,List import
11181948,Inactive Investor,Dylan Moore,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
9565723,,Nikolas Sellers,,,nsellers@financialguide.com,,List import
9611052,,Dennis Smith,,,dgsmith1100@gmail.com,,List import
9585730,,Oni Rohmat,,,onirohmat95@gmail.com,,List import
11201384,Inactive Investor,Rhonda Foster,,GWN Securities Inc.,rfoster@gwnsecurities.com,,Salesforce
9564604,,Amir Abedian,,,amir.coin2022@gmail.com,,List import
9563405,,Meysam Beyraqhdar,,,beyraghdarmeysam@gmail.com,,List import
11020746,Inactive Investor,Kien Tram,,J.P. Morgan Securities LLC Fresh Meadows NY 18708 Horace Harding Expy,kien.tram@jpmorgan.com,,Salesforce
244586,,Brooke Lange,Go to Market Manager,M-Files,brooke.lange@m-files.com,904 5992135,Manual List Upload
11236133,Inactive Investor,Maxwel Biberdorf,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
241447,Inactive Investor,John Morris,,Crestwood Advisors,jmorris@crestwoodadvisors.com,617-523-8880,Database Upload
10975783,Inactive Investor,Gbadegesin Akinjide,,"Farmers Financial Solutions, LLC Southgate MI 13516 Northline Rd",,,Salesforce
10933674,Inactive Investor,Nikolas Papageorge,,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",nikolas.papageorge@raymondjames.com,,Salesforce
11144425,Inactive Investor,Sommer Brown,,"Truist Investment Services, Inc. Grafton WV 7 Harman Ctr",sommer.brown@truist.com,,Salesforce
10912783,Inactive Investor,Jessica Leach,Financial Advisor,"CUSO Financial Services, L.P. Kutztown PA 15093 Kutztown Rd",,,Salesforce
9627159,,Daniel Sloot,,,dsloot727@gmail.com,,List import
11013583,Inactive Investor,Billiejo Vecchio,,"Allstate Financial Services, LLC Watertown NY 1623 State St",bvecchio@allstate.com,,Salesforce
11036426,Inactive Investor,Todd Buckley,,"Allstate Financial Services, LLC Wiggins MS 1107 Frontage Dr E",toddbuckley@allstate.com,,Salesforce
10901623,Inactive Investor,Brandon Barba,,Edward Jones Camillus NY Private Residence,,,Salesforce
10788274,Inactive Investor,Ryan Prescher,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,ryan.prescher@fidelity.com,,Salesforce
10938267,Inactive Investor,Michael Lensak,,"Regulus Financial Group, LLC Newton NJ Private Residence",,,Salesforce
9629989,,John Pritschen,,,john_p@gmx.de,,List import
11053557,Inactive Investor,Jeffrey Mueller,Chief Compliance Officer;Chief Executive Officer;Owner;President,Mueller Financial Solutions Co.,jeff@themuellercompanies.com,,Salesforce
10659428,,Tanya Bucksbaum,,,tanya.edds@fidelity.com,,List Import
11061209,Inactive Investor,Surong Lin,Financial Advisor,Edward Jones Ladera Ranch CA 111 Corporate Dr,surong.lin@edwardjones.com,,Salesforce
10958590,Inactive Investor,Anne Lamb,,"Truist Investment Services, Inc. Washington DC 1445 New York Ave NW",anne.lamb@truist.com,,Salesforce
10872207,Inactive Investor,Steven Irwin,Chief Compliance Officer;Founder;Managing Member,"Foresight Investment Advisors, LLC",steve@foresightia.com,,Salesforce
9566405,,Yinan Xiao,,,yinan.xiao@transamerica.com,,List import
11119667,Inactive Investor,Valeria Villegas,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11179474,Inactive Investor,Nathan Burhans,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9609754,,Richard Rodriguez,,,underthat79@gmail.com,,List import
10766980,Inactive Investor,Miles Rubin,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,miles.rubin@ubs.com,,Salesforce
10848426,Inactive Investor,Mychal Dickinson,Financial Services Representative,"Raymond James & Associates, Inc.",barret.dickinson@raymondjames.com,,Salesforce
11091369,Inactive Investor,Stewart Swan,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,stewart.swan@ubs.com,,Salesforce
10802277,Inactive Investor,Hanzi Wang,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,hanzi.wang@jpmorgan.com,,Salesforce
11083730,Inactive Investor,Brian Fox,,Cetera Advisors LLC Marietta GA 3696 Largent Way NW,,,Salesforce
11010130,Inactive Investor,Zubia Ahmad,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,zahmad@ft.newyorklife.com,,Salesforce
9567537,,Joseph Mole,,,jomole@sigmarep.com,,List import
11188667,Inactive Investor,Michael Branch,Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
10907827,Inactive Investor,Robert Renegar,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robert_renegar@vanguard.com,,Salesforce
11236753,Inactive Investor,Austin Benoff,Advisor;Financial Analyst,"Prosperity Advisers, LLC",austin@retirementprosperity.com,,Salesforce
10874215,Inactive Investor,Adam Nielsen,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",adam.nielsen@equitable.com,,Salesforce
10982658,Inactive Investor,Ghiass Ali,,"OneAmerica Securities, Inc. Coral Springs FL 2855 N University Dr",,,Salesforce
10941386,Inactive Investor,Serina Yuan,Wealth Strategy Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,,,Salesforce
10658771,,Sophia Bounatsos,,,sophia.m.bounatsos@chase.com,,List Import
11138748,Inactive Investor,Noelle Smith,Investment Advisor Representative,Lincoln Investment Ramsey NJ 500 N Franklin Tpke,nsmith@lincolninvestment.com,,Salesforce
10932649,Inactive Investor,Shera Miller,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",,,Salesforce
11179121,Inactive Investor,Max Butler,,Edward Jones Columbia MO 11 S Fairview Rd,max.butler@edwardjones.com,,Salesforce
9581731,,Francis Valera,,,fbvalera@yahoo.com,,List import
10802113,Inactive Investor,Debra Stack,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,debra.stack@fidelity.com,,Salesforce
10924156,Inactive Investor,George Warren,,"Truist Investment Services, Inc. Winchester VA 1800 Amherst St",thom.warren@truist.com,,Salesforce
11205195,Inactive Investor,Mark Wakeland,,The Huntington Investment Company Powell OH 4072 Powell Rd,adam.wakeland@huntington.com,,Salesforce
167593,,Jason Hall,,[Unknown],halljason715@gmail.com,,Organic Search
10797717,Inactive Investor,Peter Gelwarg,Financial Advisor;Managing Director;Workplace Advisor,Morgan Stanley Warren NJ Private Residence,peter.gelwarg@morganstanley.com,,Salesforce
11045483,Inactive Investor,Matt Muhlenkamp,,"Avantax Investment Services, Inc. Fort Recovery OH 807 Blue Jacket Dr",,,Salesforce
10770864,Inactive Investor,James Lawson,Consultant,"Heritage Financial Network, Inc.",,,Salesforce
9643927,,Weerawat Tawabutt,,,bonus.lazy@gmail.com,,List import
11186193,Inactive Investor,Allison Cassell,Client Assistant;Financial Advisor,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,acassell@rwbaird.com,,Salesforce
10873541,Inactive Investor,Charles Hagains,,NYLIFE Securities LLC Amarillo TX 600 S Tyler St,chagains@ft.newyorklife.com,,Salesforce
10855894,Inactive Investor,Donna Potiker,,LPL Financial LLC Irvine CA 2600 Michelson Dr,donna.potiker@lpl.com,,Salesforce
10934459,Inactive Investor,Johnathan Redmaster,Financial Advisor,"Concourse Financial Group Securities, Inc. Fort Wayne IN 10305 Dawsons Creek Blvd",johnathan.redmaster@concoursefinancial.com,,Salesforce
10921014,Inactive Investor,John Bentley,,Cetera Advisor Networks LLC Coraopolis PA Private Residence,,,Salesforce
10659108,,Deborah Talarovich,,,dtalarovich@williamblair.com,,List Import
11230910,Inactive Investor,Patricia Heider,Administrative Associate,LPL Financial LLC Fond Du Lac WI 28 W Pioneer Rd,patricia.heider@lpl.com,,Salesforce
11234871,Inactive Investor,Nicholas Hughes,Relationship Manager;Vice President - Development,Consolidated Planning Corporation Saint Petersburg FL 111 2nd Ave NE,nhughes@cpcadvisors.com,,Salesforce
11146935,Inactive Investor,Latonia Kiser,,State Farm VP Management Corp. Marietta GA 3750 Palladian Village Dr,,,Salesforce
9578969,,Steven Brill,President,Clear Point Advisors Inc.,sbrill@cptadvisors.com,,List import
11209123,Inactive Investor,Joanne Crisafi,,TradeWeb L.L.C,jcrisafi@tradeweb.com,,Salesforce
11078679,Inactive Investor,Curt Martens,,Edward Jones Hampstead NH 4 Main St,,,Salesforce
374077,,Rakibul islam Rahat,,[Unknown],rakibulislamrahay321259@gmail.com,,source
343434,,Alastair Childs,Investment Director,Rathbones,alastair.childs@rathbones.com, -2366773,Manual List Upload
10836652,Inactive Investor,Thomas Cali,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",thomas.cali@ml.com,,Salesforce
11205614,Inactive Investor,Gregory Lowhorn,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",,,Salesforce
11073661,Inactive Investor,Rajvi Berry,Associate Vice President;Director - Alternative Investments;Financial Advisor,Morgan Stanley San Francisco CA 101 California St,rajvi.berry@morganstanley.com,,Salesforce
10932718,Inactive Investor,Joseamid Diaz,,PFS Investments Inc. Bayamon PR 3-B-32 Avenida Nogal,joseamid.diaz@primerica.com,,Salesforce
11175243,Inactive Investor,Michael Truly,,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
10819318,Inactive Investor,Michael Howard,Financial Advisor,"Wells Fargo Clearing Services, LLC Rocky Mount NC 80 Guardian Ct",michael.howard@wellsfargoadvisors.com,,Salesforce
10903868,Inactive Investor,Roseanne Gilbert,,State Farm VP Management Corp. Springfield MO 2905 S National Ave,roseanne.gilbert.hxz6@statefarm.com,,Salesforce
93835,,nan min,,China,2514622717@qq.com,,source
10753271,Inactive Investor,Philip Mathias,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",greg.mathias@wellsfargoadvisors.com,,Salesforce
11220558,,Kevin Mcvicker,,,kevinm@petersenhastings.com,,Other
11056320,Inactive Investor,Jake Nordly,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",jacob.nordly@ampf.com,,Salesforce
10908294,Inactive Investor,Andrew Ferguson,,"Osaic Wealth, Inc. Johnson City TN 2800 Peoples St",,,Salesforce
10828558,Inactive Investor,Charles Maton,,Stonex Securities Inc. Alpharetta GA 2402 Abbey Ct,charles.maton@saswealth.com,,Salesforce
10879480,Inactive Investor,Jerry Lindsay,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10923487,Inactive Investor,Rebecca Stevens,,"Cambridge Investment Research, Inc. Altoona PA 3370 Lynwood Dr",,,Salesforce
10989702,Inactive Investor,Thomas Fahrenhorst,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",,,Salesforce
10618592,,Sara Pfaff,,,sara.pfaff@ubs.com,,List Import
10878097,Inactive Investor,Abbie Osterbur,Vice President - Wealth Management,"Raymond James & Associates, Inc. Mahomet IL Private Residence",abbie.osterbur@raymondjames.com,,Salesforce
11123080,Inactive Investor,Riley Solomon,Financial Advisor,LPL Financial LLC Paducah KY 3390 Park Ave,riley.solomon@lpl.com,,Salesforce
10944973,Inactive Investor,Franco Caputo,Investment Associate,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10614013,,Daniel Starr,"Financial Advisor, Senior Vice President",,dan.starr@rbc.com,,List Import
10779292,Inactive Investor,David Glickstein,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,david.b.glickstein@morganstanley.com,,Salesforce
11176982,Inactive Investor,Stephanie Cox,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10510473,,Kristine Cappello,Head of Insurance and Asset Managers,Vanguard,kristine_cappello@vanguard.com,,List Import
11021036,Inactive Investor,Virginia Hagen,Chief Compliance Officer;Financial Planner;Founder,Full Circle Financial Planning,,,Salesforce
10891551,Inactive Investor,James Richman,Financial Advisor,Edward Jones Boyne City MI 1 Water St,james.richman@edwardjones.com,,Salesforce
210396,,nicholas nelson,,[Unknown],nicknelsonsmail@yahoo.com,,source
11229366,Inactive Investor,Parker Hara,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
11160886,Inactive Investor,David Space,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",david.space@ml.com,,Salesforce
11019254,Inactive Investor,Eve Schniebolk,Chief Compliance Officer;Managing Member;President,Sound & Secure Advisors LLC,,,Salesforce
11144476,Inactive Investor,Mario Chilin,Chief Compliance Officer;Partner,EP Wealth Advisors Torrance CA 21515 Hawthorne Blvd,mchilin@epwealth.com,,Salesforce
162421,,Rodney McGary,,[Unknown],antitrustfund@gmail.com,,Advertising
10856736,Inactive Investor,Karl Borgersen,,"Transamerica Financial Advisors, Inc Dayton OH 6490 Centerville Business Pkwy",karl.borgersen@tfaconnect.com,,Salesforce
10759214,Inactive Investor,Jeannie Dulson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeannie.l.dulson@fmr.com,,Salesforce
11056330,Inactive Investor,George Johnson,Financial Advisor,LPL Financial LLC Hingham MA 350 Lincoln St,,,Salesforce
11021192,Inactive Investor,Lisa Charton,,LPL Financial LLC Mountain Top PA Private Residence,lisa.charton@lpl.com,,Salesforce
10979029,Inactive Investor,Katie McCann,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",katie.schrader@nm.com,,Salesforce
11052593,Inactive Investor,Ty Woodruff,,"FBL Marketing Services, LLC Indianapolis IN 9996 E Washington St",ty.woodruff@fblfinancial.com,,Salesforce
11124507,Inactive Investor,Anthony Cancel,,"Allstate Financial Services, LLC Fairfax VA 3554 Chain Bridge Rd",anthonycancel@allstate.com,,Salesforce
11128398,Inactive Investor,Yvan Fung,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",yvan.fung@ml.com,,Salesforce
10807981,Inactive Investor,Gary Scott,Financial Advisor,Edward Jones Sonoma CA 545 3rd St W,gary.scott@edwardjones.com,,Salesforce
11119076,Inactive Investor,Chad Daly,,Ameriprise,chad.daly@ampf.com,,Salesforce
213522,,Nina Kaplan,,United States,ninakaplan123@gmail.com,,source
11072018,Inactive Investor,Charles Conklin,Advisor Consultant;Senior Associate,Neuberger Berman BD LLC,cconklin@nb.com,,Salesforce
10878841,Inactive Investor,Tammy Jones,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",tammy.jones@firstcitizens.com,,Salesforce
9626026,,Sarah Zuckerman,,,sarahmzuckerman@gmail.com,,List import
9637145,,Andrew Watts,"Vp, Investment Solutions",Avantax Advisory Services,andrew.watts@hdvest.com,,List import
225224,,prudencio navarro,,[Unknown],jesus.serrano.navarro@gmail.com,,Direct
9611000,,William Sutherland,,,bsutherland@benchmarkcompany.com,,List import
352195,,James Lightbourn,Senior Associate,Alterna Capital Partners Llc,james.lightbourn@alternacapital.com,203-210-7333,Manual List Upload
11172689,Inactive Investor,Ancil Collett,Investment Advisor,Alexander Investment Services Co. Harlan KY PO Box 1728,acollett@aisweb.com,,Salesforce
10470775,,[Unknown],,,han.mai@vietcap.com.vn,,Web Form Fillout
11012482,Inactive Investor,Khia Fry,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,kfry.4rsvj@primerica.com,,Salesforce
235556,, -,,[[Unknown]],budmarz@hotmail.com,,
10848964,Inactive Investor,Jonathan Blevins,Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Francisco CA 275 Battery St",jonathan.blevins@equitable.com,,Salesforce
9546332,,Robert Villanueva,,,ssrobvilla@gmail.com,,List import
10800757,Inactive Investor,Maria Dimaggio,Financial Advisor,Edward Jones Agoura Hills CA 28127 Agoura Rd,maria.pisa@edwardjones.com,,Salesforce
9638122,,Arthur Salzer,,,asalzer@northlandwealth.com,,List import
10871119,Inactive Investor,Juliana Rioux,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9617649,,Marcel Bernard,,,mbernard@thomabravo.com,,List import
11024474,Inactive Investor,Jason Saylor,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jason_saylor@vanguard.com,,Salesforce
349717,,Kimberly Levin,Business Manager,Levin Funding Group Llc,kimberly@levinrm.com,520-751-2000,Manual List Upload
10960907,Inactive Investor,Paul Jensen,,Morgan Stanley,paul.jensen@morganstanley.com,,Salesforce
10987973,Inactive Investor,Kent Engel,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,,,Salesforce
11032951,Inactive Investor,Jacob Moss,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
9543905,,Raymond Amang,,,amangraymondkelvin@gmail.com,,List import
10799409,Inactive Investor,Tobin Hoffmann,,"Ameritas Investment Company, LLC New Braunfels TX 1424 N Walnut Ave",thoffmann@ameritas.com,,Salesforce
11209578,Inactive Investor,Barclay Freeman,Financial Advisor,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,bfreeman@investdavenport.com,,Salesforce
5288095,,Seth Dasmann,,,s_dasmann@yahoo.com,,Web Form Fillout
11110327,Inactive Investor,Marcus Leyva,Financial Advisor,LPL Financial LLC Austin TX 9500 Arboretum Blvd,marcus.leyva@lpl.com,,Salesforce
9545588,,Abhishek Mishra,,,job.ladder@gmail.com,,List import
11221658,,Julie Shank,,,jrousseau@firstrepublic.com,,List Import
11124723,Inactive Investor,Zovon Mannah,,Thrivent Investment Management Inc.,zovon.mannah@thrivent.com,,Salesforce
10920523,Inactive Investor,Christopher Landwair,Financial Advisor,Commonwealth Financial Network San Diego CA 9750 Miramar Rd,clandwair@commonwealth.com,,Salesforce
10787189,Inactive Investor,Chen Chung,Assistant Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Rockville MD 1400 Research Blvd,chen.xi.chung@citi.com,,Salesforce
11135469,Inactive Investor,Bouquet Boulter,,"Raymond James Financial Services, Inc. Tyler TX 1305 S Beckham Ave",bouquet.boulter@raymondjames.com,,Salesforce
10827588,Inactive Investor,Amr Nada,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",alex.nada@ml.com,,Salesforce
11107500,Inactive Investor,Su Dong,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,su.dong@jpmorgan.com,,Salesforce
11235599,Inactive Investor,Jonathan Magee,Wealth Advisor,Hidden Cove Wealth Management,,,Salesforce
10888760,Inactive Investor,Lawrence Annello,Chief Compliance Officer;Partner;Wealth Manager,"SageBroadview Wealth Management, LLC Farmington CT 6 Executive Dr",lannello@sagebroadview.com,,Salesforce
10799852,Inactive Investor,Tabitha Demoss,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,tabitha.demoss@fidelity.com,,Salesforce
11067037,Inactive Investor,Holland Slick,,"Osaic Institutions, Inc. Grand Forks ND 401 Demers Ave",,,Salesforce
238253,,jwl32555@aol.com Leonard,,[Unknown],jwl32555@aol.com,,Organic Search
9541295,,Jaclyn Garcia,,,jaclyng@jmgfin.com,,List import
11108856,Inactive Investor,Kevin Woodard,Chief Compliance Officer,CFO4Life,kevin.woodard@mycfo4life.com,,Salesforce
10842551,Inactive Investor,Jacqueline Decker,,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",jacque.decker@rbc.com,,Salesforce
9575605,,Adrian Eric Velarde,,,vaeg09@gmail.com,,List import
187045,,Abdullah Al Rasbi,,[Unknown],abdullah.alrasbi@gmail.com,,source
11180370,Inactive Investor,Richard Graue,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",richard.graue@wellsfargoadvisors.com,,Salesforce
11022567,Inactive Investor,Drew Nickle,,"Truist Investment Services, Inc. Port Richey FL 9501 US Hwy19",drew.nickle@truist.com,,Salesforce
10800361,Inactive Investor,Charles Shoemaker,,"Raymond James Financial Services, Inc. Eau Claire WI 4257 Southtowne Dr",chuck.shoemaker@raymondjames.com,,Salesforce
230132,, -,,[[Unknown]],beatnik.hug@gmail.com,,Organic Search
10647272,,Thomas Wolf,,,thomas.wolf@opco.com,,List Import
10856911,Inactive Investor,Luis Velez,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Baltimore MD 1201 Wills St,luis.velez@morganstanley.com,,Salesforce
9600917,,Wyatt Wachtel Wachtel,,,wwachtel@solanacap.com,,List import
10606308,,Christopher Hamilton,Director - Research,"Empire Financial Management Company, LLC",chamilton@empiream.com,212-417-8239,List Import
11090281,Inactive Investor,Sarah Caballero,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",secaballero@firstcommand.com,,Salesforce
10763308,Inactive Investor,Veronica Pereira,,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
10782586,Inactive Investor,Jason Fay,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",jason.fay@schwab.com,,Salesforce
10835216,Inactive Investor,Kelly Jones,Financial Advisor,Thrivent Investment Management Inc. Hickory NC 910 Tate Blvd SE,kelly.jones@thrivent.com,,Salesforce
11219166,,Joshua Slater,,,jslater@troweprice.com,,Other
5264974,,JIKKM MO,,,bitab27697@probdd.com,,Web Form Fillout
11199967,Inactive Investor,Michael Fenn,Registered Associate,Morgan Stanley Hartford CT 225 Asylum St,michael.fenn@morganstanley.com,,Salesforce
10879413,Inactive Investor,Fredric Laderman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",fredric.laderman@schwab.com,,Salesforce
10761295,Inactive Investor,Douglas Rule,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,douglas.rule@morganstanley.com,,Salesforce
10825082,Inactive Investor,Michelle Kish,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",michelle_santella@ml.com,,Salesforce
10778141,Inactive Investor,Barbara Mickelsen,,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",bmickelsen@stifel.com,,Salesforce
224889,,Tim F,,[Unknown],sh56703@yahoo.com,,Direct
11018525,Inactive Investor,Dora Valles,,J.P. Morgan Securities LLC Los Angeles CA 4401 Crenshaw Blvd,dora.valles@jpmorgan.com,,Salesforce
11034918,Inactive Investor,Norman Weast,,"Osaic Wealth, Inc. Plymouth MI 127 S Main St",,,Salesforce
10946238,Inactive Investor,Jennifer Johns,Chief Compliance Officer;Director - Operations,Capstone Capital Wealth Advisors,jenna@capstonecap.com,,Salesforce
11101235,Inactive Investor,Daniel Cook,,Commonwealth Financial Network Englewood CO 8400 E Prentice Ave,dcook@commonwealth.com,,Salesforce
10895396,Inactive Investor,John Nixon,Financial Advisor,"Ameriprise Financial Services, LLC Forest VA 16583 Forest Rd",john.m.nixon@ampf.com,,Salesforce
10861516,Inactive Investor,James Ferguson,,"American Portfolios Financial Services, Inc. Clearwater FL 1550 Midnight Pass Way",jferguson@americanportfolios.com,,Salesforce
10971323,Inactive Investor,Yuxian Macaluso,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",yuxian.macaluso@tiaa.org,,Salesforce
9558706,,George Follstad,,,follstad.george@principal.com,,List import
10771642,Inactive Investor,Andrew Spielman,Financial Advisor,"Ameriprise Financial Services, LLC Spencer IA 116 W 8th St",andrew.j.spielman@ampf.com,,Salesforce
11217903,,Reed Cart,,,reed.cart@jpmorgan.com,,List Import
240205,,Carmen Goerges,Brand Management Specialist,"Sendero Wealth Management, Llc",cgoerges@sendero.com,210-805-0171,Manual List Upload
11056402,Inactive Investor,Ksenia Gorina Abromowicz,,PFS Investments Inc. Natick MA 214 N Main St,ksenia.gorinaabromowicz@primerica.com,,Salesforce
11101076,Inactive Investor,Leonard Templeton,Chief Compliance Officer;Director;President;Secretary;Treasurer,Templeton Financial Services Inc. Sun Lakes AZ 9313 E Teakwood Dr,len@tfsformunis.com,,Salesforce
11062475,Inactive Investor,Samuel Capps,Wealth Advisor,Thrivent Investment Management Inc. Bellevue WA 11711 SE 8th St,samuel.capps@thrivent.com,,Salesforce
11147081,Inactive Investor,Richard Stites,Investment Advisor Representative,LPL Financial LLC Ann Arbor MI 4844 Jackson Rd,richard.stites@lpl.com,,Salesforce
10771663,Inactive Investor,David Cushard,Financial Advisor;Managing Director;Wealth Manager,"Ameriprise Financial Services, LLC Jackson MI 1035 Laurence Ave",david.l.cushard@ampf.com,,Salesforce
11075158,Inactive Investor,Michael Rois,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11053466,Inactive Investor,Ziad Wehbe,Chief Compliance Officer;Managing Director,Balfour Capital Management,,,Salesforce
11026409,Inactive Investor,Nicholas Ring,,J.P. Morgan Securities LLC Columbus OH 833 S High St,,,Salesforce
10879013,Inactive Investor,Brian Smith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11146319,Inactive Investor,Carie Carney,Financial Planner;Investment Advisor;Regulatory Contact,Lenk Ladner Investment Solutions LLC,carie@lenkladner.com,,Salesforce
11177561,Inactive Investor,Zachary Sabota,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tyler TX 6101 S Broadway Ave,zach.sabota@ubs.com,,Salesforce
11009393,Inactive Investor,Lani Lanfear,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,llanfear@ft.newyorklife.com,,Salesforce
11116197,Inactive Investor,John Watts,Chief Counsel;Chief Legal Counsel;Regulatory Contact;Senior Vice President,PFS Investments Inc.,john.watts@primerica.com,,Salesforce
10785244,Inactive Investor,Kenneth Seigel,,Cetera Financial Specialists LLC Auburn IN 116 W 6th St,kenneth.seigel@ceterafs.com,,Salesforce
10984034,Inactive Investor,Robert Engler,,NYLIFE Securities LLC Boca Raton FL 7805 NW Beacon Square Blvd,rengler@eaglestrategies.com,,Salesforce
9569729,,Steven Carpenter,,,steven.carpenter@cfdinvestments.com,,List import
11217885,,Katherine Janda,,,katie.janda@raymondjames.com,,List Import
339983,,Kirk Klein,Managing Member,"Koss-olinger Consulting, Llc.",kirkk@kofinancial.com,352-373-3337,Manual List Upload
9640244,,Phyllis Lantos,,,phyllisl@nyp.org,,List import
10617678,,Douglas Eaton,,,douglas.eaton@ubs.com,,List Import
372933,,Jeremy Collins,,[Unknown],jeremyrcollins34@gmail.com,,source
9601374,,tom ding,,,tomding190@gmail.com,,List import
11231926,Inactive Investor,Jennifer Tellez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10928746,Inactive Investor,Elizabeth Farmer,Financial Advisor;Senior Regional Leader,PFS Investments Inc. Bath ME 432 Centre St,elizabeth.alexanderfarmer@primerica.com,,Salesforce
11055368,Inactive Investor,Brian Miller,,"Independence Capital Co., Inc. Marietta GA Private Residence",,,Salesforce
10916921,Inactive Investor,Richard Swift,Managing Partner,"Transcend Capital Advisors, LLC Madison NJ 175 Park Ave",rswift@transcendcapital.com,,Salesforce
11099255,Inactive Investor,Amy Haywood,Associate General Counsel,Edward Jones,,,Salesforce
10617610,,Ryan Fike,,,ryan.fike@equitable.com,,List Import
220800,,Gregory Kohlhagen,,[Unknown],greg.kohlhagen@rate.com,,
10990674,Inactive Investor,Alison Mellinger,,Santander Securities LLC Lancaster PA 1677 Oregon Pike,,,Salesforce
10953120,Inactive Investor,Matthew Cova,Financial Advisor,Commonwealth Financial Network Glenwood Springs CO 823 Blake Ave,mcova@commonwealth.com,,Salesforce
11003444,Inactive Investor,Ryan Benton,,J.P. Morgan Securities LLC Washington DC 3140 M St NW,,,Salesforce
9598114,,Rrichard Kaplan,,,r.kaplan@rskcpa.com,,List import
10979442,Inactive Investor,Zachary Riera,Financial Advisor,"Team Hewins, LLC",zacr@teamhewins.com,,Salesforce
5102156,,Norwood Carroll,,,norcar303@gmail.com,9703067534,Web Form Fillout
11124078,Inactive Investor,Patricia Thompson,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Grand Blanc MI 9475 Holly Rd,pat.thompson@opco.com,,Salesforce
10804417,Inactive Investor,Kylie Aldred,,"Wells Fargo Clearing Services, LLC Saint George UT 1 S Main St",kylie.aldred@wellsfargoadvisors.com,,Salesforce
10794000,Inactive Investor,Molly Bekken,Financial Advisor,Morgan Stanley Las Cruces NM 3050 N Roadrunner Pkwy,molly.bekken@morganstanley.com,,Salesforce
1003054,Inactive Investor,Anders Hall,,Vanderbilt University,anders.hall@vanderbilt.edu,,3rd Party Lead Gen
10933128,Inactive Investor,Sibyl Samuel,Financial Advisor,LPL Financial LLC San Antonio TX 10001 Reunion Pl,,,Salesforce
10765502,Inactive Investor,Kirk Taniguchi,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",kirk_taniguchi@ml.com,,Salesforce
9613910,,David Lai,,,gddg007@gmail.com,,List import
10868895,Inactive Investor,Carlos Torralba,,"Farmers Financial Solutions, LLC San Antonio TX 1626 SW Military Dr",ctorralba@farmersagent.com,,Salesforce
9611213,,Mark Dickins,,,marktdickins@gmail.com,,List import
11237213,Inactive Investor,Jacob Tullis,Chief Marketing Officer;Investment Advisor Representative,"Regents Partners, LLC San Juan 954 Avenida Ponce De Leon",,,Salesforce
10895190,Inactive Investor,John McCullough,Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Augustine Beach FL Private Residence",john.mccullough@raymondjames.com,,Salesforce
11138914,Inactive Investor,Marie Fisher,Office Manager;Paraplanner,"Ameriprise Financial Services, LLC Summerville SC 201 Sigma Dr",marie.e.fisher@ampf.com,,Salesforce
1005252,Inactive Investor,Michael Sean Wiley,,Michael Sean Wiley,sean@thewileys.com,12143353330,Advertising
10946410,Inactive Investor,Mitchell Alvey,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
10779676,Inactive Investor,Joseph Ferris,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",,,Salesforce
10845826,Inactive Investor,Gary Pugh,,Cetera Investment Services LLC North Royalton OH 13901 Ridge Rd,,,Salesforce
10931912,Inactive Investor,Derek Peterson,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Hopkins MN 10417 Excelsior Blvd",derek.peterson@mutualofomaha.com,,Salesforce
11069817,Inactive Investor,Gentry Moore,,Commonwealth Financial Network Dallas TX 3838 Oak Lawn Ave,gmoore@commonwealth.com,,Salesforce
10792015,Inactive Investor,Candice Rebovich,,PFS Investments Inc. Belle Vernon PA 523 Broad Ave,candice.rebovich@primerica.com,,Salesforce
11148903,Inactive Investor,Paul Gauger,,"First Palladium, LLC",,,Salesforce
10842459,Inactive Investor,Anthony Mastronicola,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",anthony.mastronicola@prudential.com,,Salesforce
11191628,Inactive Investor,Janette Acton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",janette_acton@ml.com,,Salesforce
163467,,Thomas Kelly,,[Unknown],thomas.kelly@barcelonagse.eu,,Paid Search
11093260,Inactive Investor,Cynthia Sanders,,Cetera Investment Services LLC Medford OR 1330 Poplar Dr,,,Salesforce
10787269,Inactive Investor,Dennison Veru,Chief Investment Officer;Senior Partner,Palisade Capital Management LLC,dveru@palcap.com,,Salesforce
11261308,Inactive Investor,Michael Swanson,Planning Advisor,Great Waters Financial,michael.swanson@mygreatwaters.com,,Salesforce
345098,,John Ogle,Chief Investment Officer,"Atlas Private Wealth Management, Llc",jogle@atlaspwm.com,800-432-7447,Manual List Upload
10842897,Inactive Investor,Jose Castro Fernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",,,Salesforce
10932194,Inactive Investor,Evan Croll,Financial Consultant,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",evan.croll@equitable.com,,Salesforce
9584129,,Jason Marsh,,,jmarsh@hazlettburt.com,,List import
10922673,Inactive Investor,Alexander Allison,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11202677,Inactive Investor,Marla Isidro,,"Encompass More Investments, LLC",,,Salesforce
11127933,Inactive Investor,Patrick McDonald,,"Kestra Investment Services, LLC Manorville NY 18 Ryerson Ave",,,Salesforce
11044394,Inactive Investor,Christopher Smartt,,Edward Jones Great Falls MT 300 15th St S,ryan.smartt@edwardjones.com,,Salesforce
10914582,Inactive Investor,Kori Rice,Financial Advisor,Edward Jones Meridian ID 4702 N Penngrove Way,kori.rice@edwardjones.com,,Salesforce
11195511,Inactive Investor,Susan Anschutz,,PFS Investments Inc. Westminster CO 8671 Wolff Ct,sanschutz@primerica.com,,Salesforce
11239179,Inactive Investor,Brock Becker,,Cetera,beckerb@ceteranetworks.com,,Salesforce
205151,,Kevin Maeda,"Chief Investment Officer, Direct Indexing",Natixis Global Advisors,kevin.maeda@activeindexing.com,,
9617099,,Horisane Marivate,,,horisane.marivate@gmail.com,,List import
10892710,Inactive Investor,Steven Shields,Financial Advisor,Edward Jones Medina OH 5164 Normandy Park Dr,steven.shields@edwardjones.com,,Salesforce
9558498,,Linda Weinstein,,,linda.weinstein@suntrust.com,,List import
11261323,Inactive Investor,Kyle Banks,Associate Advisor,PKS Investment Advisors LLC,,,Salesforce
9601062,,Adam Ackerman,,,adam@bnawealth.com,,List import
11122466,Inactive Investor,Hillary Hastings,,Deutsche Bank Securities Inc.,,,Salesforce
11120274,Inactive Investor,Eric Keller,Vice President,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,eric.w.keller@jpmorgan.com,,Salesforce
11079958,Inactive Investor,Gabriel Estevez,,J.P. Morgan Securities LLC Jacksonville FL 4495 Roosevelt Blvd,gabriel.estevez@jpmorgan.com,,Salesforce
10840594,Inactive Investor,Mollie Stephens,Financial Advisor,Edward Jones Prairie Village KS 3848 W 75th St,mollie.stephens@edwardjones.com,,Salesforce
11168615,Inactive Investor,Wanda Pabon,,J.P. Morgan Securities LLC Indianapolis IN 702 E 86th St,wanda.i.pabon@chase.com,,Salesforce
10978707,Inactive Investor,Beck Johnson,Senior Vice President;Senior Wealth Manager,Lido,bjohnson@lidoadvisors.com,,Salesforce
9643796,,Carolyn Gierut-Pace,,,cgierutpace@gmail.com,,List import
10903274,Inactive Investor,Charles Ballweg,Advisor;Co-Owner;Financial Planner;Registered Principal,"Prosperity Financial Group, Inc.",chuck@prosperityfg.com,,Salesforce
10824648,Inactive Investor,Neil Shultz,Financial Advisor,Edward Jones Clyde TX 517 Elm St,neil.shultz@edwardjones.com,,Salesforce
9572408,,Vincent Mellet,,,vmellet@deerfield.com,,List import
10938451,Inactive Investor,Sean Spencer,Chief Compliance Officer;Managing Partner;Managing Principal,"Access Capital, LLC",,,Salesforce
11172049,Inactive Investor,Stephanie Osborn,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,stephanie.osborn@primerica.com,,Salesforce
10841758,Inactive Investor,E Zahrbock,,"ValMark Securities, Inc. Rice Lake WI 738 N Wilson Ave",,,Salesforce
11076143,Inactive Investor,Heidi Hutchison,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",heidi.hutchison@ml.com,,Salesforce
11103988,Inactive Investor,Stephanie Comer,Wealth Advisor,LPL Financial LLC Oklahoma City OK 14604 Bogert Pkwy,stephanie.comer@lpl.com,,Salesforce
10829214,Inactive Investor,Kevin Widmayer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",kevin.widmayer@ml.com,,Salesforce
86351,,Margaret Iamunno,Chief Compliance Officer,Gmag Management Lp,miamunno@gmadvisorygroup.com,631-227-3900,Manual List Upload
10896970,Inactive Investor,Michael Yakos,Financial Advisor,"Raymond James & Associates, Inc. Muncie IN 400 S Walnut St",tony.yakos@raymondjames.com,,Salesforce
9593484,,James Liotta,,,jliotta@prominencecapital.com,,List import
10971926,Inactive Investor,Jack Kelly,,Fidelity Brokerage Services LLC,,,Salesforce
9550406,,Andrew Peranick,,,aperanick@contrariancapital.com,,List import
10771651,Inactive Investor,Robert DeCaro,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",robert.decaro@ml.com,,Salesforce
9564313,,Robert Lowney,,,lowneyr@hdvest.net,,List import
9625997,,Sanjaykumar Rathod,,,sanjaysrathod@gmail.com,,List import
10827830,Inactive Investor,Amy Xu,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9634847,,Duane Levine,,,dlevine@seaportcapital.com,,List import
9629135,,Olivier Leroy,,,oli_leroy@hotmail.com,,List import
9600218,,Matthew Lum,,,matthew@vidawp.com,,List import
11264689,Inactive Investor,Thomas Morgan,,JPMorgan,thomas.morgan@jpmorgan.com,,Salesforce
10875074,Inactive Investor,Alejandro Marchan,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",alex.marchan@nm.com,,Salesforce
10775940,Inactive Investor,Carrie Chodera,Senior Director;Senior Financial Associate,Oppenheimer & Co. Inc. Pickerington OH 1501 Stonecreek Dr S,carrie.chodera@opco.com,,Salesforce
10940885,Inactive Investor,David Champion,,"MML Investors Services, LLC Gladstone MI Private Residence",dchampion@financialguide.com,,Salesforce
11157348,Inactive Investor,Brock Payne,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",brock.payne@nm.com,,Salesforce
9600992,,James Haynes,,,james.haynes@kestrafinancial.com,,List import
10962897,Inactive Investor,Jerry Kuhnert,,"Wells Fargo Clearing Services, LLC Carbondale IL 1401 Financial Park",,,Salesforce
7043379,,mailya kiloz,,,nixemi7062@fenwazi.com,,Web Form Fillout
9583377,,Bert Henderson,,,burr.henderson@suntrust.com,,List import
343738,,Veda Eswarappa,Senior Associate,Great Hill Partners,veswarappa@greathillpartners.com,617-790-9400,Manual List Upload
10768424,Inactive Investor,Martin Painter,National Sales Director,PFS Investments Inc. Wheaton IL 1776A S Naperville Rd,martin.painter@primerica.com,,Salesforce
10973808,Inactive Investor,Enrique Zavala,,J.P. Morgan Securities LLC Rancho Cucamonga CA 10598 Baseline Rd,enrque.j.zavala@chase.com,,Salesforce
10807623,Inactive Investor,Carly Jordan,Private Wealth Management Associate;Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,carly.jordan@morganstanleypwm.com,,Salesforce
248198,,JONATHAN KOONIN,PM,wolverine asset management,jkoonin@wolve.com,,Manual List Upload
11202507,Inactive Investor,Paul Steffy,,Vanguard Marketing Corporation,paul_steffy@vanguard.com,,Salesforce
10816023,Inactive Investor,Lisa Angileri,,"Pruco Securities, LLC. Rockford IL 5301 E State St",lisa.capriottiangileri@prudential.com,,Salesforce
10823525,Inactive Investor,Stephen Galvin,Principal,"Galvin, Gaustad & Stein, LLC",sgalvin@ggsadvisors.com,,Salesforce
11132703,Inactive Investor,Juan Toro,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",juan.toro@bofa.com,,Salesforce
10930131,Inactive Investor,Joseph Wollersheim,Financial Consultant,Thrivent Investment Management Inc. Phoenix AZ 1110 E Missouri Ave,joseph.wollersheim@thrivent.com,,Salesforce
11170836,Inactive Investor,David Keim,,Commonwealth Financial Network Syracuse NY 5788 Widewaters Pkwy,dkeim@commonwealth.com,,Salesforce
10792903,Inactive Investor,Patrick McGinley,Owner,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,patrick.mcginley@primerica.com,,Salesforce
337694,,Paul Matherwiez,Board Member,"Siharum Advisors, Llc",pmatherwiez@managerfirst.com,617-428-7500,Manual List Upload
10838913,Inactive Investor,Leslie Giordano,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Managing Member,Leslie Marie Giordano,,,Salesforce
11022573,Inactive Investor,Jason Clark,Financial Advisor,"Wells Fargo Clearing Services, LLC Ocala FL 2001 SW 17th St",,,Salesforce
10954441,Inactive Investor,Matthew Cerbone,,UBS Financial Services Inc.,,,Salesforce
9636176,,Erik Thomas,,,erik.thomas@frazierhealthcare.com,,List import
11088222,Inactive Investor,David Hemler,Financial Advisor,LPL Financial LLC Westminster MD 20 Liberty St,david.hemler@lpl.com,,Salesforce
9550081,,Luella Mahoney,,,mahoney.anne@principal.com,,List import
10806454,Inactive Investor,Deepa Venkatachalam,Registered Client Associate,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",,,Salesforce
10612834,,Olga Avdaev,Financial Advisor,,olga@duphineyfinancial.com,,List Import
10787246,Inactive Investor,Robert Allred,,NYLIFE Securities LLC Brookhaven MS 124 S Whitworth Ave,rallred@ft.newyorklife.com,,Salesforce
238550,,xdillonmoranx@gmail.com Moran,,[Unknown],xdillonmoranx@gmail.com,,source
10933638,Inactive Investor,Linda Green,,"American Independent Securities Group, LLC Portland OR Private Residence",linda@americanisg.com,,Salesforce
9553791,,David Zeiler,,,dgz@davezeiler.com,,List import
9551198,,Richard Bennett,,,dbennett@savantcapital.com,,List import
9596194,,Brent Neis,,,brent@myplusgroup.com,,List import
10844156,Inactive Investor,Jennifer Droppelman,Financial Advisor - Private Wealth Management;Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,jdroppelman@rwbaird.com,,Salesforce
11255105,Inactive Investor,Hannah Lindsey,Financial Advisor,"Abound Wealth Management, LLC",hannah@aboundwealth.com,,Salesforce
10920680,Inactive Investor,Ashley Neuworth,,"Raymond James Financial Services, Inc. Mequon WI 12740 N River Rd",ashley.neuworth@raymondjames.com,,Salesforce
10618840,,Elyse Hahner,,,elyse.hahner@morganstanley.com,,List Import
10791231,Inactive Investor,Donna Vestal,Senior Manager,"Charles Schwab & Co., Inc. Wesley Chapel FL Private Residence",donna.vestal@schwab.com,,Salesforce
9613379,,Yan Krasov,,,ykrasov@williamblair.com,,List import
346047,,Amrita Jaijee,Chief Compliance Officer,Basalt Infrastructure Partners Llc,amrita.jaijee@basaltinfra.com,164-666-13900,
11103353,Inactive Investor,Jennifer Frioni,,Cetera Advisor Networks LLC Cheshire CT 2278 Waterbury Rd,,,Salesforce
1004295,Inactive Investor,Justin Castelli,,Justin Castelli,justincastelli@gmail.com,,3rd Party Lead Gen
10984622,Inactive Investor,Sara Kellenberger,,"CUSO Financial Services, L.P. Riverview MI 18070 Fort St",,,Salesforce
11053674,Inactive Investor,Benjamin Rainey,,"Kestra Investment Services, LLC Denver CO 475 17th St",,,Salesforce
9547680,,Gregory Guay,,,gjguay@yahoo.com,,List import
9642642,,YuenPeen Lee,,,yplee2006@yahoo.com.my,,List import
11095782,Inactive Investor,Charles Rinehart,Chief Investment Officer;Managing Director;Principal,"Johnson Investment Counsel, Inc.",crinehart@johnsoninv.com,,Salesforce
10809929,Inactive Investor,Scott Brewington,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",scott_brewington@ml.com,,Salesforce
9588981,,Gene Sulzberger,,,gene@sulzbergercapital.com,,List import
9626019,,Mingliang Yang,,,1172294150@qq.com,,List import
11021490,Inactive Investor,Timothy Young,,Vanguard Marketing Corporation,timothy_young@vanguard.com,,Salesforce
10833168,Inactive Investor,Matthew Olsen,Financial Advisor,Edward Jones Gothenburg NE 927 Lake Ave,matthew.olsen@edwardjones.com,,Salesforce
10832247,Inactive Investor,Daniel Bernstein,Financial Advisor;First Vice President,Morgan Stanley,daniel.bernstein@morganstanley.com,,Salesforce
333965,,Coburn Packard,Partner,"Msd Partners, L.p.",cpackard@msdpartners.com,212-303-1650,Manual List Upload
11016247,Inactive Investor,Michael Billingsley,,"Cambridge Investment Research, Inc. Wyoming MI 1736 Gezon Pkwy SW",mbillingsley@cambridgesecure.com,,Salesforce
9636371,,Billy Wisdom,,,billy.wisdom@benjaminfedwards.com,,List import
11098699,Inactive Investor,Amberle Bradley,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9645949,,Armelle Mekoulou,,,legendamarache@gmail.com,,List import
10757820,Inactive Investor,Gregory Wagoner,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5954 Renaissance Pl",gregory.w.wagoner@ampf.com,,Salesforce
10799366,Inactive Investor,John Ubelhor,Financial Advisor,Edward Jones Boonville IN 907 W Main St,john.ubelhor@edwardjones.com,,Salesforce
10886961,Inactive Investor,Eileen Carbin,Client Service Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
11150773,Inactive Investor,Elizabeth Reeves,Financial Advisor,Coker & Palmer,ereeves@cokerpalmer.com,,Salesforce
11117115,Inactive Investor,Justin Hall,,"Truist Investment Services, Inc. Sparta NC 173 S Main St",justin.hall@truist.com,,Salesforce
10994486,Inactive Investor,Joey Sasson,,"Allstate Financial Services, LLC Brooklyn NY 1600 Sheepshead Bay Rd",joeysasson@allstate.com,,Salesforce
10945303,Inactive Investor,Kyle Koupal,,"Valley Financial Management, Inc. Phoenix AZ 22 E Jackson St",kyle.koupal@leumiusa.com,,Salesforce
335662,,Timothy Krochuk,Management Board,"Shepherd Kaplan Krochuk, Llc",tkrochuk@skk-llc.com,617-896-1600,Manual List Upload
10782543,Inactive Investor,Jeanne Holmes,Relationship Advisor;Relationship Manager,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,jeanne.x.holmes@us.hsbc.com,,Salesforce
10972367,Inactive Investor,Benjamin Voss,,The Huntington Investment Company Indianapolis IN 724 Broad Ripple Ave,ben.voss@huntington.com,,Salesforce
11001518,Inactive Investor,Theresa Williams,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,,,Salesforce
10857472,Inactive Investor,Brandon Anderson,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Santa Ana CA 2677 N Main St,brandon.anderson@morganstanley.com,,Salesforce
9556488,,Tamy Gietl,,,tamygietl@gmail.com,,List import
9630738,,boris magor,,,steew15@azet.sk,,List import
10904575,Inactive Investor,Michele Ferrone,,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,michele.ferrone@ubs.com,,Salesforce
11083182,Inactive Investor,Dow Lindholm,,Cetera Investment Services LLC Greenville PA 166 Main St,,,Salesforce
9545832,,Shailesh Patel,,,sp_libra@yahoo.com,,List import
11070310,Inactive Investor,Kelly-Anne Haggerty,,HSBC Securities (USA) Inc.,,,Salesforce
10940002,Inactive Investor,Natasha Nagwekar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11069782,Inactive Investor,Christopher Ford,,MWA Financial Services Inc. Tompkinsville KY 110 W 1st St,christopher.a.ford@mwarep.org,,Salesforce
10968644,Inactive Investor,Cesar Arauz,,PFS Investments Inc. Miami FL 10300 SW 72nd St,cesar.arauz@primerica.com,,Salesforce
11162341,Inactive Investor,Adam Kay,Financial Planner,"Pruco Securities, LLC. Howell NJ Private Residence",adam.kay@prudential.com,,Salesforce
9626745,,Atilla Kaan Karvan,,,atillakaan_1903@hotmail.com,,List import
10897899,Inactive Investor,Monique Butler,Financial Advisor,Morgan Stanley Macon GA 6055 Lakeside Commons Dr,monique.butler@morganstanley.com,,Salesforce
9582713,,Michael Hardin,,,mwhardin@ftbadvisors.com,,List import
10797368,Inactive Investor,Michael Harris,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Winter Park FL 250 S Park Ave,mike.harris@morganstanley.com,,Salesforce
10916084,Inactive Investor,Noah Taylor,Chairman,NCT Advisors,noah@nctadvisors.com,,Salesforce
11041924,Inactive Investor,David Rains,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",david.rains@raymondjames.com,,Salesforce
11019324,Inactive Investor,Robin Hussey,,"Stifel, Nicolaus & Company, Incorporated Savannah GA 15 Lake St",,,Salesforce
371275,,Richard Ludwig,,United States,legal@congregatio.net,,Initial Salesforce Import
10696083,,mike mayhew,,Raymond James (USA) Ltd,mike.mayhew@rjinvestmentmanagement.com,,List Import
9574498,,Raymond Thomas,,,rthomas@ezanacapitaladvisors.com,,List import
11001429,Inactive Investor,Justin Allen,Financial Advisor,LPL Financial LLC Seattle WA 1530 Westlake Ave N,justin.allen@lpl.com,,Salesforce
10431776,,Robert Lipsey,,,benlipsey@hotmail.com,,Web Form Fillout
10647463,,Mark Bosley,,,mark.bosley@tiaa.org,,List Import
11045956,Inactive Investor,Nadieda Dazile,,Citigroup Global Markets Inc.,,,Salesforce
10846907,Inactive Investor,Edward Adams,,Cetera Financial Specialists LLC Trenton NJ 34 W Lafayette St,edward.adams@ceterafs.com,,Salesforce
11053692,Inactive Investor,Amanda Pfahl,,State Farm VP Management Corp. Hinckley OH 51 W 130th St,amandapfahl@statefarm.com,,Salesforce
10763491,Inactive Investor,Pamela Dils,Associate Director;Wealth Management Associate,UBS Financial Services Inc. Clearwater FL 311 Park Place Blvd,pamela.dils@ubs.com,,Salesforce
10966893,Inactive Investor,Casey Rust,,Citigroup Global Markets Inc.,,,Salesforce
10886920,Inactive Investor,Sam Gerrety,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",sam.gerrety@ml.com,,Salesforce
10966884,Inactive Investor,Thomas Varvaro,Financial Advisor;Principal;Regulatory Contact,Four Corners Financial,,,Salesforce
9611357,,Festus Ashong-Katai,,,festus.ashong-katai@outlook.com,,List import
11089190,Inactive Investor,Kathleen Walsh,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westerly RI 9 Franklin St",kathleen.walsh@ml.com,,Salesforce
11183603,Inactive Investor,Jean Matt,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,jean.matt@primerica.com,,Salesforce
9559760,,Geoffrey Brainerd,,,gbrainerd@hotmail.com,,List import
9588763,,locphat6879 Nguyen Dinh Loc,,,nguyendinhloc15022001@gmail.com,,List import
11112716,Inactive Investor,Bryon Knuth,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10768289,Inactive Investor,Robert Jacob,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",robert.jacob@wellsfargoadvisors.com,,Salesforce
10830998,Inactive Investor,Jack Oconnell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",jack.oconnell@ml.com,,Salesforce
10783291,Inactive Investor,John Mathai,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.mathai@jpmorgan.com,,Salesforce
10784690,Inactive Investor,Shalane Bohle,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",shalane.bohle@wellsfargo.com,,Salesforce
11094825,Inactive Investor,Gutierres Desouza,,PFS Investments Inc. Milford CT 185 Plains Rd,gdesouza@primerica.com,,Salesforce
11187897,Inactive Investor,Allen Brooks,,"Truist Investment Services, Inc. Lynchburg VA 2120 Langhorne Rd",,,Salesforce
11137556,Inactive Investor,Tamara Markus,,CIBC World Markets Corp.,,,Salesforce
10606167,,Diane Keady,"Managing Director, Portfolio Manager","ClearBridge Investments, LLC",dwkeady@clearbridgeadvisors.com,212-805-2070,List Import
10755708,Inactive Investor,Matthew Groome,Co-Chief Executive Officer;Regulatory Contact,"Colton Groome Financial Advisors, LLC",mgroome@coltongroome.com,,Salesforce
11027745,Inactive Investor,Cathleen Crews,Chief Compliance Officer;Managing Member,Orchid Advisory,cathleen@orchid-advisory.com,,Salesforce
10603785,,Michael Nelson,"Chief Executive Officer, Managing Member, Managing Partner, Regulatory Contact",Eagle Bay Family Office,michael@eaglebayadvisors.com,,List Import
1003026,Inactive Investor,Amanda Cottle,,Bletchley Park Asset Management,amanda@bletchley.com,,3rd Party Lead Gen
11098826,Inactive Investor,Huston Vandoren,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9599764,,Stephanie Cooper,,,stephanie.cooper@thinkingbeyond.com,,List import
11135793,Inactive Investor,Jake Drobnick,Financial Advisor,Edward Jones Williston ND 117 E Broadway,jake.drobnick@edwardjones.com,,Salesforce
11118992,Inactive Investor,Kristi Hefley,,"Raymond James Financial Services, Inc. Lubbock TX 5219 City Bank Pkwy",kristi.hefley@raymondjames.com,,Salesforce
10774769,Inactive Investor,Michael Zembala,,LPL Financial LLC Beachwood OH 3750 Park East Dr,michael.zembala@lpl.com,,Salesforce
10779446,Inactive Investor,Lisa Obeji,Financial Advisor,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,lisa.obeji@morganstanley.com,,Salesforce
11035873,Inactive Investor,Todd Loveless,Financial Advisor,LPL Financial LLC Twin Falls ID 1146 Eastland Dr N,todd.loveless@lpl.com,,Salesforce
11000734,Inactive Investor,Justin Wade,Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,,,Salesforce
10836601,Inactive Investor,Richard Byrne,Chief Compliance Officer;Chief Executive Officer;Director;President;Secretary;Treasurer,Divi-Vest Advisors Wayne PA 650 E Swedesford Rd,brent@divi-vest.com,,Salesforce
9623618,,Golu Singh Rajpoot,,,raviranjangolu94@gmail.com,,List import
9622619,,Ethan Brosnick,,,ethanbronsnick@yahoo.com,,List import
9580803,,William Meyer,,,wmeyer@incomestrategy.com,,List import
11207745,Inactive Investor,Richard Ungeheuer,,PFS Investments Inc. San Jose CA 3031 Tisch Way,richard.ungeheuer@primerica.com,,Salesforce
10814323,Inactive Investor,Lawrence Witzel,,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,lwitzel@commonwealth.com,,Salesforce
10861393,Inactive Investor,Steven Wallace,Private Client Investment Advisor,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,steven.wallace@td.com,,Salesforce
9577601,,Samuel Annaian,,,samuel.annaian@pnc.com,,List import
81446,,Brady Zwiefelhofer,"Financial Associate, Financial Consultant",Thrivent Investment Management Inc.,brady.zwiefelhofer@thrivent.com,715-514-1540,
9553386,,yan you,,,261604797@qq.com,,List import
10836470,Inactive Investor,Adam Band,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",adam.band@ml.com,,Salesforce
10903076,Inactive Investor,Leon Cherniavsky,,"Fairport Capital, Inc. Boca Raton FL Private Residence",,,Salesforce
10776114,Inactive Investor,Kenneth Murphy,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,ken.murphy@opco.com,,Salesforce
9542574,,Anthony Grimaldi,,,anthony.grimaldi@gsa.gov,,List import
10616316,,Barry Marks,,,barry_s_marks@ml.com,,List Import
3199916,,Sam Swearingen,,,sam_swearingen@yahoo.com,,Web Form Fillout
11066525,Inactive Investor,Trevor Sedlacek,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11015916,Inactive Investor,Alejandro Aleman,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
10763664,Inactive Investor,Tak Fung,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",tak.fung@equitable.com,,Salesforce
11098676,Inactive Investor,Benjamin Reifschneider,Financial Advisor,Edward Jones Jefferson City MO 1433 Christy Dr,benjamin.reifschneider@edwardjones.com,,Salesforce
11167027,Inactive Investor,Deborah Clausen,Financial Advisor,Thrivent Investment Management Inc. Saint Cloud MN 2700 1st St N,deborah.clausen@thrivent.com,,Salesforce
10875052,Inactive Investor,Vincent Nauheimer,Chief Operating Officer,"Bleakley Financial Group, LLC",vincent.nauheimer@bleakley.com,,Salesforce
10950170,Inactive Investor,Daniel Plis,Senior Vice President,"Citizens Securities, Inc.",daniel.plis@citizensbank.com,,Salesforce
10967433,Inactive Investor,Christopher Munn,,"Allstate Financial Services, LLC Mount Orab OH 726 S High St",christophermunn@allstate.com,,Salesforce
9541516,,RAMAZAN ALICI,,,ramazanalici@mynet.com.tr,,List import
11030519,Inactive Investor,Luke Bakker,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
11147244,Inactive Investor,Ema Avalos,Client Service Associate;Service Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,ema.avalos@morganstanleypwm.com,,Salesforce
11138218,Inactive Investor,Walter Roop,,LPL Financial LLC Germantown TN 9061 Stone Walk Pl,walter.roop@lpl.com,,Salesforce
11043102,Inactive Investor,Kevin Balliet,,PNC Investments Nottingham MD 4941 Campbell Blvd,kevin.balliet@pnc.com,,Salesforce
9631217,,Fabio Nitti,,,fabio.nitti@hotmail.com,,List import
10898395,Inactive Investor,Richard Gryzmolowicz,,"Regulus Financial Group, LLC Morristown NJ 161 Madison Ave",,,Salesforce
10914992,Inactive Investor,Louis Barrientos,Chief Compliance Officer;Chief Executive Officer;Wealth Advisor,"FC360 Wealth Management, Inc.",louis@fc360.com,,Salesforce
11161374,Inactive Investor,Tracy Hurst,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11230567,Inactive Investor,Ryan Winzenried,,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
9641502,,fred bertram,,,fred.bertram.fb@gmail.com,,List import
11082439,Inactive Investor,David Jones,,"Northwestern Mutual Investment Services, LLC Idaho Falls ID 490 Memorial Dr",kelsey.jones@nm.com,,Salesforce
10616553,,Janet Barnard Weiland,,,janet.barnardweiland@primerica.com,,List Import
7452494,,Jesse Fallis,,Stash,jessedallas40@gmail.com,5392183091,Web Form Fillout
10835625,Inactive Investor,James Barrett,Financial Advisor;Vice President,"RMR Wealth Builders, Inc.",jbarrett@rmrwealth.com,,Salesforce
11026721,Inactive Investor,John Roda,,"Cambridge Investment Research, Inc. Flint MI 2337 Stonebridge Dr",,,Salesforce
10935694,Inactive Investor,Kyle Hammerschmidt,Chief Compliance Officer;Founder;Investment Advisor Representative;Owner,MOKAN Wealth Management,kyle@mokanwealth.com,,Salesforce
11133820,Inactive Investor,Mark Noack,,NYLIFE Securities LLC Newton IA 321 N 2nd Ave E,mnoack@ft.newyorklife.com,,Salesforce
10852346,Inactive Investor,Jeffrey Langer,Financial Professional,"Equitable Advisors, LLC Marlboro NJ 9 N Main St",jeffrey.langer@equitable.com,,Salesforce
9555561,,Darren Sapp,,,darren.sapp@fmr.com,,List import
10801386,Inactive Investor,Brandon Scott,Financial Advisor,Edward Jones Abita Springs LA 72090 Maple St,brandon.scott@edwardjones.com,,Salesforce
211849,,Carol Stephan,Gift Planning Director,Advocate Aurora Health,carolleestephan@gmail.com,,Content
9602949,,Brian Lopez,,,blopez@bostonprivatebank.com,,List import
11222860,,Richard Ruderman,,,rar@sharedfamilyoffice.com,,List Import
11217021,,Thomas Lavery,,,tlavery@lincolninvestment.com,,Other
11167261,Inactive Investor,Michael Jones,,"Silver Oak Securities, Incorporated Louisville KY 10200 Forest Green Blvd",,,Salesforce
9634442,,Allison Fiore,,,afiore@tailwind.com,,List import
11105567,Inactive Investor,Robert Wood,,"Cambridge Investment Research, Inc. New Canaan CT 161 Cherry St",,,Salesforce
10947235,Inactive Investor,Keli Hazel,Financial Planner,"Osaic Wealth, Inc. Mcdonough GA 196 John Frank Ward Blvd",,,Salesforce
10790509,Inactive Investor,Christian Horcel,Director - Business Development,Morgan Stanley Miami FL 200 S Biscayne Blvd,christian.horcel@morganstanley.com,,Salesforce
9560388,,David Magro,,,workshops@davidmagro.com,,List import
10876133,Inactive Investor,J Lynch,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",ron.lynch@ampf.com,,Salesforce
10954566,Inactive Investor,Joshua Abrahamson,Financial Advisor,Econologics Financial Advisors,joshua@econologics.com,,Salesforce
10958831,Inactive Investor,Calvin Silva,Financial Advisor,"MML Investors Services, LLC New York NY 155 E 44th St",calvinsilva@financialguide.com,,Salesforce
10752776,Inactive Investor,Christine Womack,,"Raymond James Financial Services, Inc. Porterville CA 31910 Country Club Dr",christine.womack@raymondjames.com,,Salesforce
346978,,Ruth Goodstein,Chief Operating Officer Of Wealth Solutions,"Central Park Advisers, Llc",rgoodstein@centralparkgroup.com,212-317-9200,Manual List Upload
10805441,Inactive Investor,Andrew Pociask,,"Empower Financial Services, Inc Milwaukee WI 100 E Wisconsin Ave",andrew.pociask@gwrs.com,,Salesforce
10903458,Inactive Investor,Michael Hadden,,"Wells Fargo Advisors Financial Network, LLC Omaha NE 13305 Birch Dr",,,Salesforce
10811155,Inactive Investor,Elizabeth Trask,,"Pruco Securities, LLC. Corpus Christi TX 5934 S Staples St",elizabeth.trask@prudential.com,,Salesforce
9599540,,Jennifer Chan,,,jchan@wetherby.com,,List import
10952855,Inactive Investor,Anton Gurzhiy,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,anton.gurzhiy@jpmorgan.com,,Salesforce
10837051,Inactive Investor,Stephen Pfeffer,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",stephen_pfeffer@ml.com,,Salesforce
191395,,Adam Kenworthy,Financial Consultant,"LaSalle St. Securities, L.L.C.",akenworthy@lasallest.com,(317) 842-7600,Organic Search
9632641,,Travis Bloodgood,,,tbloodgood@loancore.com,,List import
10885432,Inactive Investor,Sean Steininger,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
9564003,,D M,,,coinmillionaire@gmail.com,,List import
11074210,Inactive Investor,Rachel Ayres,Senior Financial Advisor,"Patton Albertson Miller Group, LLC Macon GA 231 Riverside Dr",,,Salesforce
11138634,Inactive Investor,Nathaniel Kabaitan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 920 1st Colonial Rd",,,Salesforce
10876423,Inactive Investor,Dustin Hunter,Advisor;Chief Compliance Officer;Founder;Managing Member,SunRift Capital Partners LLC,dhunter@sunriftcp.com,,Salesforce
10809048,Inactive Investor,Fernando Marquez,Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,fernando.marquez@morganstanley.com,,Salesforce
9627137,,Richard Walker,,,getgamebaby@yahoo.com,,List import
10785285,Inactive Investor,Angel Kelley,Registered Investment Associate,Key Investment Services LLC,angel.kelley@key.com,,Salesforce
10924797,Inactive Investor,Marwan Yacoub,,"J.W. Cole Financial, Inc. Carlsbad CA 8085 Paseo Arrayan",,,Salesforce
9559434,,Paul Pavelski,,,paul@landoltsecurities.com,,List import
9556922,,saaasabjh hjsajhabhjajhsa,,,jennifer79@crooks.biz,,List import
10818317,Inactive Investor,Grant Schaap,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Merrillville IN 1837 E 80th Ave,grant.schaap@jpmorgan.com,,Salesforce
242947,,ROBERT PINO,MANAGING PARTNER,PINO CAPITAL FORMATION PARTNERS,rob@pinocapitalformation.com,,Manual List Upload
11180183,Inactive Investor,Jeoffrey Avancena,Financial Solutions Advisor;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",jeff.avancena@ml.com,,Salesforce
10801538,Inactive Investor,Nicole Pecknold,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Southport CT 2507 Post Rd",nicole.pecknold@ampf.com,,Salesforce
9625069,,KERRI PIVONKA,,,kerpiv@gmail.com,,List import
10840306,Inactive Investor,Curtis Bissell,Financial Advisor,Thrivent Investment Management Inc. Cleveland OH 22021 Brookpark Rd,curtis.bissell@thrivent.com,,Salesforce
10902659,Inactive Investor,Irina Mcgrath,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",irina.mcgrath@nm.com,,Salesforce
10907630,Inactive Investor,Chevalier Homan,,Cetera Advisors LLC Fremont OH 1300 E State St,,,Salesforce
11128327,Inactive Investor,Thomas Green,Financial Representative,MWA Financial Services Inc. Streator IL Private Residence,thomas.green@mwarep.org,,Salesforce
9583379,,Christine Backel,,,cbackel@gmadvisorygroup.com,,List import
10936858,Inactive Investor,Freda Conner,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,freda.conner@primerica.com,,Salesforce
9645888,,Eli Bryk,,,hipdoc@msn.com,,List import
10795983,Inactive Investor,Rudy Najera,,LPL Financial LLC Roanoke VA 207 Albemarle Ave SW,rudy.najera@lpl.com,,Salesforce
10836362,Inactive Investor,Donald Atkins,,"Concourse Financial Group Securities, Inc. Spartanburg SC 359 S Pine St",donald.atkins@concoursefinancial.com,,Salesforce
11187372,Inactive Investor,Tera Jobbins,Client Service Associate,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",tera.jobbins@ampf.com,,Salesforce
9638337,,Michael Larsen,,,mlarsen@cambridgeassociates.com,,List import
9641233,,Ralf Schmidt,,,ralfthomas@hotmail.com,,List import
373742,,Zeno Goldsmith,,[Unknown],zenogoldsmith2@gmail.com,,source
10757762,Inactive Investor,Steven Alper,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",steven.alper@stifel.com,,Salesforce
11054111,Inactive Investor,Marc Mast,,The Huntington Investment Company Dublin OH 6755 Avery Muirfield Dr,marc.mast@huntington.com,,Salesforce
10931738,Inactive Investor,Laura Provost,Financial Advisor,LPL Financial LLC Concord NH 104 N State St,laura.provost@lpl.com,,Salesforce
10955142,Inactive Investor,Edward Henderson,,"MML Investors Services, LLC State College PA 2610 Green Tech Dr",,,Salesforce
11012613,Inactive Investor,Kylie Hojna,,J.P. Morgan Securities LLC Farmington MI 23309 Farmington Rd,kylie.hojna@chase.com,,Salesforce
11051387,Inactive Investor,William Burt,,"Brokers International Financial Services, LLC. Mason City IA 202 1st St SE",wburt@brokersifs.com,,Salesforce
11002476,Inactive Investor,Karina Sales,Associate Financial Advisor,"SageBroadview Wealth Management, LLC Morristown NJ 60 Washington St",karina@sagebroadview.com,,Salesforce
10896478,Inactive Investor,Leah Baker,Client Service Associate,"Raymond James & Associates, Inc. Villa Park IL 1 Parkview Plz",leah.ko@raymondjames.com,,Salesforce
10604186,,John Case,advisor,Canadian Pension And Retirement Specialists Inc.,johncase@rogers.com,5198572316,List Import
9925700,,Arinze Enenwali,,,arinzemd@aol.com,,Web form fillout
9648406,,Ryan Zalucky,,,ryan.zalucky@gmail.com,,List import
5438798,,Crystal Honyumptewa,,,hony98@gmail.com,,Web form fillout
11173773,Inactive Investor,Nehalkumar Thaker,,Edward Jones Falls Church VA 917 W Broad St,nehal.thaker@edwardjones.com,,Salesforce
10956897,Inactive Investor,Michelle Zavala-Cardona,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10964834,Inactive Investor,Randall Avery,Chief Compliance Officer;Managing Member;Owner,Deasil Wealth Management LLC Decatur GA Private Residence,,,Salesforce
11198906,Inactive Investor,Anna Waltman,,J.P. Morgan Securities LLC Avondale AZ 1545 N Dysart Rd,,,Salesforce
11107701,Inactive Investor,Laura Vasquez,Financial Advisor,Citigroup Global Markets Inc. Fontana CA 8501 Sierra Ave,laura1.vasquez@citi.com,,Salesforce
10695853,,Joseph Cefalu,,Downtown Wealth Studios,joe@dtwn.co,,List Import
11027559,Inactive Investor,Lee Kole,,"Transamerica Financial Advisors, Inc Stockton CA 1036 W Robinhood Dr",lee.kole@tfaconnect.com,,Salesforce
11206930,Inactive Investor,Maria Wooley,Wealth Management Advisor,LPL Financial LLC Brazoria TX 1601 N Brooks St,maria.wooley@lpl.com,,Salesforce
10995716,Inactive Investor,Colleen Pizzo,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11000222,Inactive Investor,Lee Harper,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,lsharper@ft.newyorklife.com,,Salesforce
9589735,,Brandon Rodriguez,,,brandon@flow20.ocm,,List import
9556257,,Lala Mpula,,,kitouni.amir@yahoo.fr,,List import
11023747,Inactive Investor,Tanner Atkins,Financial Advisor,LPL Financial LLC Jackson TN 1000 Union University Dr,tanner.atkins@lpl.com,,Salesforce
11168986,Inactive Investor,Arlene Gnoose,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,arlene.almond@primerica.com,,Salesforce
11123158,Inactive Investor,Victor Tieu,,"Allstate Financial Services, LLC San Jose CA 102 W Alma Ave",victortieu@allstate.com,,Salesforce
10777898,Inactive Investor,Kevin Collins,Director - Alternative Investments;Financial Advisor;Financial Planner;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Boston MA 28 State St,kevin.j.collins@morganstanley.com,,Salesforce
11041082,Inactive Investor,Clifford Cornell,Associate Financial Advisor,Bone Fide Wealth Southold NY Private Residence,clifford@bonefidewealth.com,,Salesforce
347945,,Todd Deangelo,Vice President,"Harbourvest Partners, Llc",tdeangelo@harbourvest.com,617-348-3707,Manual List Upload
11234677,Inactive Investor,Ross Ryan,Investment Advisor,Edelman Financial Engines Arden NC Private Residence,rryan2@edelmanfinancialengines.com,,Salesforce
64,,,,,swise@two50ok.com,,
10820416,Inactive Investor,Peggy Peters,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Vienna VA 8045 Leesburg Pike,peggy.peters@ubs.com,,Salesforce
11219612,,Grant Ball,,,grant@finsyn.com,,Other
10824822,Inactive Investor,James Davis,Managing Member;Partner;Senior Managing Partner,"Davis Investment Partners, LLC",,,Salesforce
9554415,,Heydon Traub,,,htraub@traubcapital.com,,List import
11207643,Inactive Investor,Mark Wehrle,Managing Member;Partner,"Davis & Wehrle, LLC",mark@daviswehrlellc.com,,Salesforce
10770121,Inactive Investor,Daryl Zerveskes,Financial Advisor,"Northwestern Mutual Investment Services, LLC Canterbury NH 91 Morrill Rd",daryl.zerveskes@nm.com,,Salesforce
10911957,Inactive Investor,Elizabeth Orth,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",elizabeth.orth@ampf.com,,Salesforce
10969316,Inactive Investor,Grant Baumhover,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10903635,Inactive Investor,Eileen McCarthy Ritter,,Lincoln Investment Belleview FL 11413 SE US Hwy 301,emccarthy-ritter@lincolninvestment.com,,Salesforce
40581,,Travis Breitling,Financial Associate,Thrivent Investment Management Inc.,travis.breitling@thrivent.com,,
10818642,Inactive Investor,Joey Miller,,"DAI Securities, LLC New Braunfels TX Private Residence",,,Salesforce
9572720,,Melissa LeBato,,,melissa@finecapitalpartners.com,,List import
9565654,,William Krizman,,,wkrizman@icloud.com,,List import
10875725,Inactive Investor,Philip Weisberg,Owner,Weisberg Financial Services Pittsford NY 27 Glen Acre Dr,,,Salesforce
10880316,Inactive Investor,Harold Wathan,National Sales Director,PFS Investments Inc. Collinsville IL 203 W Main St,harold.wathan@primerica.com,,Salesforce
10487925,,Stuart Smith,"Chief Compliance Officer, Controller",Hayman Capital Management LP,sts@haymancapital.com,,List Import
9601810,,Sean Kadden,,,sean.kadden@gmail.com,,List import
9593906,,John Schlichting,,,jschlichting@lowebrockenbrough.com,,List import
11053006,Inactive Investor,Mark Phillips,Chief Compliance Officer;Managing Member;Principal,"Harvested Financial, LLC",mark@harvestedfinancial.com,,Salesforce
11030730,Inactive Investor,Travis Fortier,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",travis.fortier@nm.com,,Salesforce
9562993,,"Praveen Joseph, CFA",,,praveen.joseph@gmail.com,,List import
11235182,Inactive Investor,Kenneth Huffman,Financial Advisor,Insight Folios,,,Salesforce
11034389,Inactive Investor,Michael Hansen,Financial Advisor,Edward Jones Muskegon MI 175 N Causeway St,michael.hansen@edwardjones.com,,Salesforce
10936688,Inactive Investor,Douglas Caesare,Financial Advisor,LPL Financial LLC Santa Rosa CA Private Residence,douglas.caesare@lpl.com,,Salesforce
10873351,Inactive Investor,Matthew Ringler,President,"Lakeland Investment Advisors, LLC.",matt@lakelandinvest.com,,Salesforce
9563305,,Kelly Malone,,,kelly.malone@lfg.com,,List import
10976147,Inactive Investor,Kevin Haines,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",kevin.haines@prudential.com,,Salesforce
10915703,Inactive Investor,Zayn Biviji,,Goldman Sachs & Co.,,,Salesforce
351714,,Felix Zhang,Associate,Mgg Investment Group Lp,fzhang@mgginv.com,212-356-6100,Manual List Upload
10896918,Inactive Investor,Kyle Yoneshige,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Honolulu HI 733 Bishop St,kyle.yoneshige@ubs.com,,Salesforce
11053511,Inactive Investor,Benjamin Kohls-Chase,Partner;Wealth Advisor,Fortitude Financial LLC,,,Salesforce
11004069,Inactive Investor,Kimberlee Levin,Chief Compliance Officer,Levin Funding Group LLC,kim@levinfunding.com,,Salesforce
9562420,,Martin Plavka,,,plavka@elize.sk,,List import
10987718,Inactive Investor,Charles Hartt,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",cal.hartt@nm.com,,Salesforce
11195179,Inactive Investor,Tyler Rapp,Financial Advisor;Regulatory Contact,Sgroi Wealth,tyler@sgroiwealth.com,,Salesforce
11082588,Inactive Investor,Stephanie Long,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,stephanie.long@fmr.com,,Salesforce
11177474,Inactive Investor,Matthew Palacios,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
10880104,Inactive Investor,Karen Levin,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,karen.levin@gs.com,,Salesforce
10849310,Inactive Investor,Christopher Weidert,Financial Advisor,Edward Jones New Castle IN 1960 S Memorial Dr,chris.weidert@edwardjones.com,,Salesforce
10791463,Inactive Investor,Kyle Burleson,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,kyle.burleson@fidelity.com,,Salesforce
213520,,Brian Schwartz,,[Unknown],schwabr@gmail.com,,
11050136,Inactive Investor,Robert Sweeney,Financial Advisor,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,,,Salesforce
10911044,Inactive Investor,Franklin Rekas,Specialist,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",frank.rekas@equitable.com,,Salesforce
11202217,Inactive Investor,John Mcglothlin,Chief Compliance Officer;Financial Planner;President,"Southwest Retirement Advisors, LLC",jmcglothlin3@swretirement.com,,Salesforce
11207405,Inactive Investor,Jane Best,Consultant;Financial Educator;Managing Member,Best Financial Services,contactus@bestfs.com,,Salesforce
10826668,Inactive Investor,Susan Esses,Investment Advisor Representative,"Principal Securities, Inc. Chicago IL 736 N Hudson Ave",esses.susan@principal.com,,Salesforce
9541352,,Lane Seidman,,,lseidman@eplus.com,,List import
10921948,Inactive Investor,Nathan Roybal,,Cetera Advisor Networks LLC Albuquerque NM 6100 Uptown Blvd NE,nathan@ceteranetworks.com,,Salesforce
11030034,Inactive Investor,Yahir Hernandez,,"Northwestern Mutual Investment Services, LLC Racine WI 8328 Corporate Dr",yahir.hernandez@nm.com,,Salesforce
10827293,Inactive Investor,Sean Driscoll,,"Raymond James Financial Services, Inc. Williamsburg VA 5216 Monticello Ave",sean.driscoll@raymondjames.com,,Salesforce
10975582,Inactive Investor,Joshua Swift,,Citigroup Global Markets Inc.,,,Salesforce
11003767,Inactive Investor,Damon Baruth,Vice President,PFS Investments Inc. Sioux Falls SD 3220 W 57th St,damonbaruth@primerica.com,,Salesforce
11084668,Inactive Investor,Lisa Milster,Sales Associate,Morgan Stanley Englewood CO 5251 DTC Pkwy,,,Salesforce
10489857,,Michael Collins,,"Trajan Wealth, L.L.C. Frisco TX 5285 Dallas Pkwy",michael.collins@trajanwealth.com,,List Import
11044630,Inactive Investor,Carl Cuff,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9568009,,HARRY HANSON,,,hansonfitness@verizon.net,,List import
10802199,Inactive Investor,Scott Notowitz,Financial Advisor;First Vice President;Portfolio Management Director;Senior Vice President;Wealth Management Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,scott.notowitz@morganstanley.com,,Salesforce
10935254,Inactive Investor,Marc O'Leary,,"Woodmen Financial Services, Inc.",mo-leary@woodmen.org,,Salesforce
170771,,Jonas Jeppesen,,[Unknown],jonas.j.jeppesen@gmail.com,,
10825308,Inactive Investor,Ray Davis,,"Raymond James Financial Services, Inc. Sandy UT 126 W Sego Lily Dr",ray.davis@raymondjames.com,,Salesforce
9610689,,Tomas Gomez,,,tomasgomez88@gmail.com,,List import
11008651,Inactive Investor,Lydia Hiesterman,Financial Advisor,Thrivent Investment Management Inc. Washington KS 110 E 2nd St,lydia.hiesterman@thrivent.com,,Salesforce
183678,,Daniel Agemy,,[Unknown],daniel@agemy.com,,
10782485,Inactive Investor,Brian Gossman,Director;Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,brian.gossman@morganstanley.com,,Salesforce
11173083,Inactive Investor,Brandon Braaksma,,Cetera Advisor Networks LLC Sheldon IA 627 2nd Ave,braaksmab@ceteranetworks.com,,Salesforce
10884940,Inactive Investor,Luke McCarthy,,Goldman Sachs & Co.,,,Salesforce
170390,,Nick Crepas,,[Unknown],ncrepas@gmail.com,,Paid Social
10487334,,Fredrick Lehman,"Financial Advisor, Managing Director - Wealth Management, Senior Vice President - Wealth Management",UBS Financial Services Inc.,fred.lehman@ubs.com,,List Import
11079406,Inactive Investor,Nubia Madrid,Financial Advisor,Edward Jones Aurora CO 13801 E Yale Ave,nubia.madrid@edwardjones.com,,Salesforce
11005664,Inactive Investor,Nathan Ketcham,Financial Advisor,LPL Financial LLC Denver CO 7541 E Iliff Ave,nathan.ketcham@lpl.com,,Salesforce
10765840,Inactive Investor,Sean Jamison,Private Wealth Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sjamison@ml.com,,Salesforce
10884042,Inactive Investor,Harry Gaskin,,"G, G, & M Financial Goals",,,Salesforce
11189702,Inactive Investor,Sean Mulhern,Financial Advisor,Morgan Stanley Springfield IL 3201 W White Oaks Dr,sean.mulhern@morganstanley.com,,Salesforce
10859287,Inactive Investor,Clinton Noell,,"Charles Schwab & Co., Inc. Madison CT 869 Boston Post Rd",,,Salesforce
10760627,Inactive Investor,Laura Pope,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",laura.l.pope@wellsfargoadvisors.com,,Salesforce
9604079,,VALENTIN ZHIGULIN,,,zhigulin@gmail.com,,List import
368060,,Herb Blank,CIO,,herb@valuengine.com,9179927852,Webinar
9605991,,Jennifer Drouin,,,jendrouin25@gmail.com,,List import
11046326,Inactive Investor,Nicholas Cladis,Chief Compliance Officer;Manager;Owner,Cladis Investment Advisory LLC,nick@cladisadvisory.com,,Salesforce
213838,,Brad Franz,,United States,bradfranz@me.com,,
10967993,Inactive Investor,Gus Smart,,PFS Investments Inc. Indianapolis IN 8383 Craig St,gus.smart@primerica.com,,Salesforce
10846892,Inactive Investor,John Nakowicz,,"The Leaders Group, Inc.",john.nakowicz@leadersgroup.net,,Salesforce
10825392,Inactive Investor,Jack Cupelli,Financial Advisor,"Cadaret, Grant & Co., Inc. Poughkeepsie NY Private Residence",jcupelli@ae.cadaretgrant.com,,Salesforce
10879170,Inactive Investor,Andrew Carlson,Financial Advisor,Edward Jones Rancho Cucamonga CA 10535 Foothill Blvd,,,Salesforce
11128603,Inactive Investor,Andrea Grosso,Financial Advisor,Edward Jones Gig Harbor WA 9017 Peacock Hill Ave,,,Salesforce
10932084,Inactive Investor,Michael Wehner,Financial Advisor,"Osaic Wealth, Inc. Bellevue WA 11911 NE 1st St",,,Salesforce
10781038,Inactive Investor,R Durcanin,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc.",scott.durcanin@schwab.com,,Salesforce
10891871,Inactive Investor,Isidro Ramirez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10783888,Inactive Investor,Christopher Rooney,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.j.rooney@jpmorgan.com,,Salesforce
9619973,,Ervin Owens,,,ervincowens@cabelfoundation1.org,,List import
10932297,Inactive Investor,Stephen Pagliari,Managing Member,Differential Capital LLC,,,Salesforce
11015960,Inactive Investor,Saint Pilgrim,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,spilgrim@primerica.com,,Salesforce
11078042,Inactive Investor,Teresa Smothers,Financial Advisor,Edward Jones Danville KY 440 W Martin Luther King Blvd,teresa.smothers@edwardjones.com,,Salesforce
10941893,Inactive Investor,Carissa Graves,,PFS Investments Inc. Sugar Land TX 12946 Dairy Ashford Rd,cgraves@primerica.com,,Salesforce
9600846,,Peter Miniati,,,pminiati@flputnam.com,,List import
11083919,Inactive Investor,Tina Shao,,"MML Investors Services, LLC New York NY 2 Mott St",tshao@financialguide.com,,Salesforce
9597497,,Ashley Kim,,,j33kim@tutanota.com,,List import
11022450,Inactive Investor,Jerome Williams,,Fidelity Brokerage Services LLC,,,Salesforce
9570876,,Larry Tyndall,,,larry@ttswealth.com,,List import
11115595,Inactive Investor,Malcolm Jenkins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11064636,Inactive Investor,Margaret Ostendorf,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 6350 N 24th St",,,Salesforce
10867908,Inactive Investor,Chase Cotnoir,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11060122,Inactive Investor,Franklin Koonce,Chief Compliance Officer;Chief Financial Officer;Director;Managing Director;President;Regulatory Contact;Treasurer;Vice Presiden,Montgomery Investment Management Inc,scott@miminvest.com,,Salesforce
11229939,Inactive Investor,Jacob Sanford,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
372714,,Rita Lerner,,United States,rgl128@aol.com,,source
337323,,Darshan Bhatt,,[Unknown],darshan.bhatt@glovista.com,,
11090641,Inactive Investor,Mason Johnson,,J.P. Morgan Securities LLC Indianapolis IN 111 Monument Cir,mason.w.johnson@chase.com,,Salesforce
11002453,Inactive Investor,Conor Peterson,,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",conor.peterson@raymondjames.com,,Salesforce
11260085,Inactive Investor,Jessica Lyden,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
10916203,Inactive Investor,Gisselle Balza,,"Sanctuary Securities, Inc. Miami FL 1450 Brickell Ave",gbalza@sanctuarywealth.com,,Salesforce
11163710,Inactive Investor,Joseph Summerhays,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11194484,Inactive Investor,Dustin Bussanmas,,"MML Investors Services, LLC New York NY 90 Park Ave",dbussanmas@massmutual.com,,Salesforce
10985527,Inactive Investor,Ryan Kuhn,,Lincoln Investment Buffalo NY 61 John Muir Dr,rkuhn@lincolninvestment.com,,Salesforce
10821118,Inactive Investor,Robert Buchanan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,mark.buchanan@ubs.com,,Salesforce
9647789,,Bill Fallon,,Old Mission,bill.fallon@oldmissioncapital.com,,List import
10597074,,Ana Ambrose,,,ana.ambrose@prudential.com,,Web Form Fillout
10899970,Inactive Investor,Wayburn Costellow,,Magnolia Wealth Management LLC,allen@sokyadvisors.com,,Salesforce
11089797,Inactive Investor,Cole Mckeel,Investment Advisor,McKeel Capital Management,cmckeel@mckeelcapital.com,,Salesforce
218956,,sagar tamrakar,,[Unknown],tamrakar.sagar9@gmail.com,,Direct
11046212,Inactive Investor,Emanuel Mathews,Financial Advisor,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",emanuel.x.mathews@ampf.com,,Salesforce
10976077,Inactive Investor,Luke Kendrick,Financial Advisor,Edward Jones Wills Point TX 130 N 4th St,luke.kendrick@edwardjones.com,,Salesforce
10885832,Inactive Investor,Kevin Sanford,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,kevin.sanford@fidelity.com,,Salesforce
10943837,Inactive Investor,Robert Farrell,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11174455,Inactive Investor,Ryan Lightfoot,,J.P. Morgan Securities LLC Charlotte NC 3319 Pineville - Matthews Rd,ryan.lightfoot@jpmorgan.com,,Salesforce
337590,,Daniel Pinto,Chief Executive Officer,"Stanhope Capital, Llp",dpinto@stanhopecapital.com,442-077-251800,Manual List Upload
10769185,Inactive Investor,Mitchell Katz,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,mkatz@ft.newyorklife.com,,Salesforce
339852,,James Curry,General Partner,Dundas Global Investors,james@dundasglobal.com,441-315-562627,Manual List Upload
11091766,Inactive Investor,Jeffrey Hanretty,,LifeMark Securities Corp. New Hartford NY 8365 Seneca Tpke,jhanretty@lifemark.com,,Salesforce
11106207,Inactive Investor,Richard Nilsen,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 683 Bielenberg Dr",richard.d.nilsen@ampf.com,,Salesforce
11018147,Inactive Investor,Khatuna Tkebuchava,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",khatuna.tkebuchava@ml.com,,Salesforce
11199400,Inactive Investor,Sara Potts,Lead Advisor,Keller Wealth Advisors,,,Salesforce
9610553,,Dan Trang,,,dtrang@hodgescapital.com,,List import
9554249,,MIGUEL DE ARCOS,,,miguel@centralparcgroup.com,,List import
10790996,Inactive Investor,Scott Agnew,Investment Advisor;Manager;Member;Regulatory Contact,Ascent Capital,scott@ascentcap.com,,Salesforce
11050466,Inactive Investor,Bethany Wagner,Chief Compliance Officer,"Level Financial Advisors, Inc.",bwagner@levelfa.com,,Salesforce
11018260,Inactive Investor,Emma Rogers,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",emma.rogers@nm.com,,Salesforce
11080685,Inactive Investor,Kyle Schauer,,"Schauer Investment Management, Inc.",,,Salesforce
248902,,Olivia Fabbro Evans,Intern,GeoComply,olivia.fabbroevans@geocomply.com,,Manual List Upload
11156144,Inactive Investor,Richard Trinitapoli,,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",richard.trinitapoli@equitable.com,,Salesforce
9561598,,Tanoj Ghosh,,,tanoj_ghosh@yahoo.com,,List import
11079604,Inactive Investor,Jeremy Murphy,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",jeremy.murphy@stifel.com,,Salesforce
11014812,Inactive Investor,Tyler Rue,,"W&S Brokerage Services, Inc. Findlay OH 1000 E Main Cross St",tyler.rue@wslife.com,,Salesforce
10918032,Inactive Investor,Caroline Dominguez,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 941 Glenwood Station Ln",caroline.nelson@ampf.com,,Salesforce
56922,,Jeffrey Hahn,"Managing Member, Chief Compliance Officer",Buttonwood Wealth,jhahn@bwlegacy.com,540-662-5233,Manual List Upload
10616780,,Philip Depriest,,,philip.depriest@lpl.com,,List Import
11178439,Inactive Investor,Nicholas Sabre,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9552382,,William Fertig,,,wfertig@contextfunds.com,,List Import
11218398,,Elizabeth Mcfadden,,,elizabeth.mcfadden@jpmorgan.com,,List Import
10876772,Inactive Investor,Connor Cottle,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,connor.cottle@fmr.com,,Salesforce
9645843,,Victor Dangelo,,,victordangelo307@gmail.com,,List import
189795,,David Swegle,,[Unknown],gogriffs17@gmail.com,,source
10780919,Inactive Investor,John Davidson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,john.m.davidson@fmr.com,,Salesforce
10787247,Inactive Investor,Kevin Wolf,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kevin.wolf@jpmorgan.com,,Salesforce
10995005,Inactive Investor,Connor Niemtschk,,J.P. Morgan Securities LLC Chandler AZ 1025 W Queen Creek Rd,connor.niemtschk@jpmorgan.com,,Salesforce
10844767,Inactive Investor,Luis Corrales,Co-Founder;Managing Partner,Cope Corrales,lcorrales@copecorrales.com,,Salesforce
11157958,Inactive Investor,Chris Bettencourt,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",chris_bettencourt@ml.com,,Salesforce
10978781,Inactive Investor,Manita Lam,Financial Advisor,"Meridian Wealth Management, LLC Allen TX 700 Central Expy S",mlam@meridianwealthllc.com,,Salesforce
9547328,,Kevin Busza,,,kbusza@gmail.com,,List import
9598675,,Dan -,,,dan@gsgasset.com,,List import
10823048,Inactive Investor,Julie Siegel,Chief Compliance Officer;Treasurer,"Clarity Asset Management, Inc.",jsiegel@investmentclarity.com,,Salesforce
9625601,,Tim Landolt,,,tim@endowmentwm.com,,List import
10988600,Inactive Investor,Brendan Kerr,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,brendan.kerr@fidelity.com,,Salesforce
10612893,,Edgar Rosas,Financial Advisor,,erosas@ml.com,,List Import
9600373,,George Tharakan,,,george@alamarcapital.com,,List import
9549521,,Steven Keirn,,,skeirn@gwwade.com,,List import
11049774,Inactive Investor,Anthony Sikorski,,"First Heartland Capital, Inc. Valparaiso IN 203 Jefferson St",asikorski@firstheartland.com,,Salesforce
11071146,Inactive Investor,Julio Cruz,,J.P. Morgan Securities LLC Miami FL 2740 Coral Way,julio.cruz@jpmorgan.com,,Salesforce
9603489,,fanker kesxy,,,xedewi5855@ezgiant.com,,List import
11173130,Inactive Investor,Vivek Thayalan,Investment Advisor,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,vivek.thayalan@jpmorgan.com,,Salesforce
11038971,Inactive Investor,Scarlett Tompkins,,"Allstate Financial Services, LLC Brunswick GA 3421 Cypress Mill Rd",,,Salesforce
10921436,Inactive Investor,Rosanne Grenfell,,"Raymond James Financial Services, Inc. Wheaton IL 1745 S Naperville Rd",rosanne.grenfell@raymondjames.com,,Salesforce
10995522,Inactive Investor,Stephen Poll,Financial Advisor,"Osaic Wealth, Inc. Bonita Springs FL 12870 Trade Way Four",,,Salesforce
10974032,Inactive Investor,Bynum Satterwhite,Branch Manager;Vice President - Wealth Management,"Raymond James & Associates, Inc. Greenville NC 2635 Charles Blvd",,,Salesforce
9629282,,kim bosung,,,damafx@naver.com,,List import
11064328,Inactive Investor,Jeffrey Stewart,Financial Advisor;Managing Director;Senior Institutional Consultant,Morgan Stanley Dublin OH 545 Metro Pl S,jeffrey.l.stewart@morganstanley.com,,Salesforce
11155914,Inactive Investor,Mark Cumella,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,mark.cumella.mkbd@statefarm.com,,Salesforce
9572543,,Rebin Anwer,,,boss52872@gmail.com,,List import
9574408,,Katrina Garcia,,,kgarcia@realtyempirenj.com,,List import
11199792,Inactive Investor,Stephen Rinaldi,,The O.N. Equity Sales Company Butler NJ Private Residence,,,Salesforce
10986663,Inactive Investor,Steven Long,,"Kestra Investment Services, LLC Spring TX PO Box 2823",,,Salesforce
11003381,Inactive Investor,Jason Hasson,,"Northwestern Mutual Investment Services, LLC Ocala FL 7 E Silver Springs Blvd",jason.hasson@nm.com,,Salesforce
9645976,,Andrew Phillips,,,andrew@axiomrecruit.com,,List import
9637601,,Steven Baginski,,,s.baginski@nrdc.org,,List import
9555891,,David Ulrich,,,david_ulrich@msn.com,,List import
10825778,Inactive Investor,William Richardson,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",wrichardson@capitolsecurities.com,,Salesforce
11176307,Inactive Investor,Melonie Zarzuela,,PFS Investments Inc. Sacramento CA 2856 Arden Way,melonie.zarzuela@primerica.com,,Salesforce
71635,,Dino Nobilucci,Financial Professional,"Pruco Securities, LLC.",dino.nobilucci@prudential.com,614-383-3727,
11221265,,Joseph Jones,,,jjones@rsi2.com,,List Import
10917742,Inactive Investor,Kenneth Wall,,LPL Financial LLC Coeur D Alene ID 1250 W Ironwood Dr,kenneth.wall@lpl.com,,Salesforce
11186887,Inactive Investor,Sandra Garcia,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,sandra.guerra@primerica.com,,Salesforce
11295002,,Asal Kooti,,,acrskooti@gmail.com,,Web Form Fillout
11037071,Inactive Investor,Marshall Dodge,Financial Advisor;Investment Specialist,Park Avenue Securities LLC Needham Heights MA 160 Gould St,marshall_dodge@glic.com,,Salesforce
10856209,Inactive Investor,Melissa Spivey,,"Raymond James Financial Services, Inc. Lincolnton NC 517 E Main St",melissa.spivey@raymondjames.com,,Salesforce
11195290,Inactive Investor,Steven Erdal,,Purshe Kaplan Sterling Investments Burnsville MN Private Residence,serdal@pksinvest.com,,Salesforce
10758948,Inactive Investor,James McCormack,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",jim.mccormack@truist.com,,Salesforce
11059332,Inactive Investor,Carla Reilly,,HighPoint Planning Partners Orland Park IL 15255 S 94th Ave,,,Salesforce
7991,, -,,[[Unknown]],thatzorkguy@gmail.com,,Initial Salesforce Import
10977945,Inactive Investor,Brooke Vinson,Investment Portfolio Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10755571,Inactive Investor,Jeffrey Frederickson,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Austin TX 4718 Duval St,,,Salesforce
9542853,,Gregory Harrison,,,g.harrison@fi.com,,List import
10911094,Inactive Investor,Scott Gregory,,"U.S. Bancorp Investments, Inc. Saint Paul MN 2690 Snelling Ave N",scott.gregory1@usbank.com,,Salesforce
10785013,Inactive Investor,Kenneth Smith,Chief Executive Officer;Member,Empirical Wealth Management,ksmith@empirical.net,,Salesforce
9591911,,Dior Kha,,,dior1985@vk.com,,List import
10832008,Inactive Investor,Mabel Pirner,Chief Financial Officer,Destiny Capital Corporation Lakewood CO 13922 Denver West Pkwy,mabel.pirner@dccmail.net,,Salesforce
11064877,Inactive Investor,Robert Meyers,Financial Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10339 W Lincoln Hwy",bob.meyers@ampf.com,,Salesforce
11184290,Inactive Investor,Paul Jones,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",paul.jones@truist.com,,Salesforce
11009385,Inactive Investor,Deborah Kerr,Investment Advisor Representative,PFS Investments Inc. Houston TX 16350 Park 10 Pl,dkerr@primerica.com,,Salesforce
10991154,Inactive Investor,Alexander Richani,Wealth Advisor,"Woodward Financial Advisors, Inc.",arichani@woodwardadvisors.com,,Salesforce
10856171,Inactive Investor,Douglas Prichard,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11230869,Inactive Investor,Xiaomeng Dai,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,,,Salesforce
10951906,Inactive Investor,Katelynn Barba,,J.P. Morgan Securities LLC Pearland TX 2828 Broadway St,katelynn.barba@jpmorgan.com,,Salesforce
123944,,R. Horwitz,,Integrated Wealth Concepts Llc,r..horwitz@lpl.com,781-785-0508,
11044022,Inactive Investor,Kellie Hirsch,Investment Advisor Representative;Operations Manager;Regulatory Contact,Allied Investment Advisors LLC,kellie@alliedinvest.net,,Salesforce
11073295,Inactive Investor,Michael Stanton,Chief Compliance Officer;Managing Member;Principal,"Stanton Financial Planning, LLC",mike.stanton@stantonplanning.com,,Salesforce
11142143,Inactive Investor,Louis Bergamo,,Cetera Advisors LLC San Francisco CA 177 Post St,,,Salesforce
10810688,Inactive Investor,Howard Sacks,Director - Alternative Investments;Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,howard.sacks@morganstanley.com,,Salesforce
9575427,,Jarrod Borud,,,jborud@massmutual.com,,List import
8480559,,Brady McBride,,CX Institutional,brady.mcbride@credentwealth.com,(260) 927-1830,List Import
9543309,,Huy Nguyen,,,contact.huy.nguyen@gmail.com,,List import
10953846,Inactive Investor,Piercen Harnish,,"Kestra Investment Services, LLC Fort Wayne IN 7635 W Jefferson Blvd",,,Salesforce
10946876,Inactive Investor,William Skinner,Financial Advisor,"Osaic Institutions, Inc. Newton MA 686232",,,Salesforce
11170110,Inactive Investor,Robert Daly,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,robert.daly@fidelity.com,,Salesforce
10928501,Inactive Investor,Roberto Herrera,,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",herrera.roberto@principal.com,,Salesforce
11164615,Inactive Investor,Katherine McMahon,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
9555265,,David Covas,,,covas@oberweis.net,,List import
4863452,,Luca Mastro,,,luca_mastrogiacomi@yahoo.com,,Web Form Fillout
10856532,Inactive Investor,Bari Bell,,"Regulus Financial Group, LLC Traverse City MI Private Residence",,,Salesforce
9557982,,Anthony Blitz,,,ablitz1992@gmail.com,,List import
11053049,Inactive Investor,Kay Mickelson,Senior Wealth Associate,Commonwealth Financial Network West Des Moines IA 6701 Westown Pkwy,kmickelson@commonwealth.com,,Salesforce
10952419,Inactive Investor,Judson Burns,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",judson.burns@ml.com,,Salesforce
10917335,Inactive Investor,Dale Ranstrom,,"Wells Fargo Advisors Financial Network, LLC Issaquah WA 1180 NW Maple St",dale.ranstrom@wellsfargoadvisors.com,,Salesforce
10784404,Inactive Investor,Andrew Johnson,Supervisory Manager;Vice President,J.P. Morgan Securities LLC New Berlin WI 15525 W National Ave,andrew.r.johnson@jpmorgan.com,,Salesforce
11044104,Inactive Investor,Ryan Diepstra,Managing Director;Secretary;Senior Financial Advisor,"Centennial Securities Company, Inc.",ryan@centennialsec.com,,Salesforce
60979,,Joseph Thompson,"Chairman Of The Board, President, CEO","Truist Advisory Services, Inc.",joe.thompson@suntrust.com,404-827-6461,Manual List Upload
10792423,Inactive Investor,William Snelson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",william.snelson@ampf.com,,Salesforce
10944476,Inactive Investor,James Bergmaier,,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",jbergmaier@htk.com,,Salesforce
10922556,Inactive Investor,Lance Stamper,,Park Avenue Securities LLC Fort Worth TX 6000 Western Pl,lance_stamper@glic.com,,Salesforce
10962678,Inactive Investor,Brian Smith,Team Leader,Edward Jones Baton Rouge LA 11505 Perkins Rd,brian.smith2@edwardjones.com,,Salesforce
11181202,Inactive Investor,Betty Lamb,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,betty.lamb@morganstanley.com,,Salesforce
10980881,Inactive Investor,Bruce Cartwright,Family Wealth Advisor;Wealth Advisor,TFO Wealth Partners,bcartwright@tfowealth.com,,Salesforce
10903999,Inactive Investor,Charles Romano,,"U.S. Bancorp Advisors, LLC Palm Desert CA 36975 Cook St",charles.romano@unionbank.com,,Salesforce
10979233,Inactive Investor,Rebecca Iacopelli,Financial Advisor,Wescott Financial Advisory Group LLC,,,Salesforce
10951514,Inactive Investor,Mark Serafini,,Cetera Advisor Networks LLC Bellevue WA 500 108th Ave NE,,,Salesforce
11119479,Inactive Investor,Robert Hohman,,State Farm VP Management Corp. Murrells Inlet SC 12082 Hwy 17 Byp,roberthohman@statefarm.com,,Salesforce
11015424,Inactive Investor,Christopher Tamagno,Investment Advisor Representative,"Great Valley Advisor Group, Inc. Newtown PA 780 Newtown Yardley Rd",ctamagno@greatvalleyadvisors.com,,Salesforce
11088554,Inactive Investor,Arleigh Dinning,Client Associate,"RBC Capital Markets, LLC Concord NH 45 S Main St",arleigh.dinning@rbc.com,,Salesforce
11234331,Inactive Investor,Andrew Chess,Financial Advisor,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,,,Salesforce
11160028,Inactive Investor,Donald Wylin,Owner;President,"BDK Financial Services, Inc.",,,Salesforce
1002425,Inactive Investor,Kim Mccabe,Director of Operations,Klarman Family Foundation,kmccabe@klarmanfoundation.org, +1 617 236 7909,
195541,,Luis Saavedra,,[Unknown],lusaav2007@gmail.com,,source
10904038,Inactive Investor,Paul Brokenshire,Financial Professional,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",pbrokenshire@financialguide.com,,Salesforce
9551325,,Tracy Beard,,,tbeard@savantcapital.com,,List import
11193256,Inactive Investor,Bernadine Davis,,PFS Investments Inc. Southfield MI 29566 Northwestern Hwy,,,Salesforce
10923767,Inactive Investor,Nicholas Aronoff,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,nicholas.aronoff@bnymellon.com,,Salesforce
10781755,Inactive Investor,Todd Hauer,Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,todd.hauer@morganstanley.com,,Salesforce
10647187,,Richard O'Sullivan,,,richard.osullivan@transamerica.com,,List Import
11197469,Inactive Investor,Stacey Wisman,Financial Professional,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",swisman@financialguide.com,,Salesforce
10971046,Inactive Investor,Garrett Yack,Investment Advisor Representative,"West Wealth Group, LLC",,,Salesforce
10947308,Inactive Investor,Sachin Verma,,"Bessemer Investor Services, Inc. Chicago IL 70 W Madison St",,,Salesforce
10868769,Inactive Investor,Robert Loop,Owner,Altair Investment Management,,,Salesforce
9557615,,Arsya Ridwan,,,arsyaridwan@gmail.com,,List import
9599705,,Jerrod Pearce,,,jerrod.pearce@thinkingbeyond.com,,List import
11090225,Inactive Investor,Marc Daner,Chief Compliance Officer;Financial Advisor;Managing Principal;President,"Daner Wealth Management, LLC",,,Salesforce
10931068,Inactive Investor,Nasir Jaffry,Financial Advisor,"Osaic Wealth, Inc. Cherry Hill NJ 1892 Greentree Rd",nasir.jaffry@osaicwealth.com,,Salesforce
11012730,Inactive Investor,Nolan Robel,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",,,Salesforce
10894828,Inactive Investor,David Pieronowski,,"Raymond James Financial Services, Inc. Orlando FL 7380 W Sand Lake Rd",david.pieronowski@raymondjames.com,,Salesforce
11111418,Inactive Investor,Mark Piotter,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",mark.piotter@schwab.com,,Salesforce
11054476,Inactive Investor,Karen Blando,,Four Points Capital Partners LLC Irving TX 4524 Byron Cir,,,Salesforce
9621042,,"ada,m ashfield",,,ashfield.as@gmail.com,,List import
11151780,Inactive Investor,Karl Lutterloh,,LPL Financial LLC Aiken SC 100 Laurens St,karl.lutterloh@lpl.com,,Salesforce
11195085,Inactive Investor,Christopher Cassaday,Financial Advisor;First Vice President;Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",chris.cassaday@rbc.com,,Salesforce
11115990,Inactive Investor,Nichole Forman,,State Farm VP Management Corp. Lubbock TX 1901 W Loop 289,,,Salesforce
6285,,vinish MANCHANDA,,na,vinish@comcast.net,7088788343,
10776239,Inactive Investor,Lettie Pivan,Chief Financial Officer,"Pivan Investment Engineering Co., Inc.",lettie@pivan.com,,Salesforce
10505142,,Hal Hershgordon,Senior Managing Director,CERTIOR GROUP,halsh@comcast.net,2156052197,List Import
10613339,,Federico Gatti,"Financial Advisor, Senior Vice President",,fred.gatti@ubs.com,,List Import
10829083,Inactive Investor,Jed Cohen,Director;Financial Advisor;Financial Planning Specialist;Managing Director;Senior Investment Management Consultant;Senior Portfo,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,jed.cohen@morganstanley.com,,Salesforce
11125394,Inactive Investor,Reynaldo Lucero,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,reynaldo.lucero@fidelity.com,,Salesforce
10952184,Inactive Investor,Patrick Mun,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11203949,Inactive Investor,Kyle Schauble,,"Northwestern Mutual Investment Services, LLC Kennewick WA 30 S Louisiana St",kyle.e.schauble@nm.com,,Salesforce
9540585,,Tyler Frank,,,tyler@age.fund,,List Import
10829861,Inactive Investor,Paul Peele,,NYLIFE Securities LLC Norfolk VA Private Residence,ptpeele@ft.newyorklife.com,,Salesforce
10981564,Inactive Investor,Lindsay Sonner,,J.P. Morgan Securities LLC Las Vegas NV 9770 S Maryland Pkwy,lindsay.d.sonner@chase.com,,Salesforce
10761934,Inactive Investor,Kevin Bruegge,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",kevin_bruegge@ml.com,,Salesforce
11094962,Inactive Investor,Michael Mandracchia,Financial Advisor;Retirement Plan Consultant,"TRG Investment Advisors, LLC",,,Salesforce
10907352,Inactive Investor,John Carlson,,Cetera Financial Specialists LLC Leola PA 49 E Main St,john.carlson@ceterafs.com,,Salesforce
11089317,Inactive Investor,John Clifford,Senior Client Service Associate,"Raymond James & Associates, Inc. San Francisco CA 101 California St",john.clifford@alexbrown.com,,Salesforce
10773689,Inactive Investor,Francisco Lagos Marmol,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,francisco.lagosmarmol@ubs.com,,Salesforce
11030680,Inactive Investor,Samantha Ringler,Financial Advisor,Edward Jones Ionia MI 222 W Main St,samantha.ringler@edwardjones.com,,Salesforce
245236,,Michelle Feinstein,VP Global Go to Market Wealth,"Salesforce, Inc.",mfeinstein@salesforce.com,17326909536,Manual List Upload
218064,,Richard Taylor,,[Unknown],r.g.a.taylor1@gmail.com,,
10916912,Inactive Investor,Li Yang,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",liyang@financialguide.com,,Salesforce
10783956,Inactive Investor,Kenneth Bluestein,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",kenneth_bluestein@ml.com,,Salesforce
9565504,,Rebecca Brindle,,,rbrindle@withumwealth.com,,List import
11116870,Inactive Investor,Adam Baldwin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11173131,Inactive Investor,Scott Mcginty,Investment Specialist,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,scott.l.mcginty@jpmorgan.com,,Salesforce
11056492,Inactive Investor,Bihaney Rodriguez,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,brodriguez.4vnnx@primerica.com,,Salesforce
11170078,Inactive Investor,Desiree Gentle,,"First Command Brokerage Services, Inc. Saint Robert MO 718 Missouri Ave",,,Salesforce
11063429,Inactive Investor,Jason Mangione,Executive Director,J.P. Morgan Securities LLC Rochester NY 1 S Clinton Ave,jason.g.mangione@jpmorgan.com,,Salesforce
11175823,Inactive Investor,Kathryn Morris,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,morriskl@ft.newyorklife.com,,Salesforce
11144997,Inactive Investor,Shawn McLaughlin,Chief Executive Officer;Founder;President;Regulatory Contact,"McLaughlin Ryder Investments, Inc.",,,Salesforce
5134603,,Eunsun Jeong,,UlsanBlockChain,ethkorea@gmail.com,821056652358,Web form fillout
11254968,Inactive Investor,Samuel Bass,Investment Advisor Representative,RSG Investments LLC,sbass@rsgusa.net,,Salesforce
9622859,,Chantelle S. White,,,chantelleswhite@gmail.com,,List import
10749123,,Marva Diaz,,,marvadiaz@gmail.com,,Web Form Fillout
11036145,Inactive Investor,Ryan Arnold,Financial Advisor,LPL Financial LLC Lake Mary FL 135 Middle St,ryan.a.arnold@lpl.com,,Salesforce
10759593,Inactive Investor,Jeff LeClair,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",jeffrey.leclair@wellsfargoadvisors.com,,Salesforce
9581024,,Meloni Davis,,,meloni.davis@frostbank.com,,List import
10979959,Inactive Investor,Robert Finney,,NYLIFE Securities LLC Tyler TX 821 E Southeast Loop 323,rfinney@ft.newyorklife.com,,Salesforce
11150379,Inactive Investor,Lacresha Chatman,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,lchatman@primerica.com,,Salesforce
10805459,Inactive Investor,David Rosa,,PNC Investments East Brunswick NJ 555 Cranbury Rd,david.rosa@pnc.com,,Salesforce
11019224,Inactive Investor,Logan Pflederer,,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",logan.pflederer@nm.com,,Salesforce
11107288,Inactive Investor,Tay Tran,,J.P. Morgan Securities LLC Wethersfield CT 1151 Silas Deane Hwy,tay.j.tran@chase.com,,Salesforce
11090276,Inactive Investor,Jackson Pauley,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jackson_pauley@vanguard.com,,Salesforce
10758427,Inactive Investor,Rochele Nelson,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",rochele_nelson@ml.com,,Salesforce
11014016,Inactive Investor,Angela Bredy,,J.P. Morgan Securities LLC Los Angeles CA 7073 Santa Monica Blvd,,,Salesforce
11143609,Inactive Investor,Riley Schlievert,,"Principal Securities, Inc.",schlievert.riley@principal.com,,Salesforce
11238935,Inactive Investor,Sam Lewis,,Albourne,s.lewis@albourne.com,,Salesforce
10951195,Inactive Investor,Jason Boggs,,"FBL Marketing Services, LLC Prairie City IA 406 W 2nd St",jason.boggs@fbfs.com,,Salesforce
10976327,Inactive Investor,Timothy Cintolo,,"Prudential Annuities Distributors, Inc",timothy.cintolo@prudential.com,,Salesforce
9622050,,Michael Lewis,,,mlewis2642@aol.com,,List import
9608967,,Conor Harte,,,conorharte67@gmail.com,,List import
344442,,Andrea Preissler,Gift Annuity Program Manager,"Cornerstone Management, Inc.",andrea@cornerstonemgt.net,770-449-7799,Manual List Upload
9631557,,Ryan Semillano Soriano,,,ryansoriano.fbi@yahoo.com,,List import
10979860,Inactive Investor,Gary Tu,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,gary.tu.rfs8@statefarm.com,,Salesforce
10964709,Inactive Investor,David Sobczak,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,david_sobczak@vanguard.com,,Salesforce
10826778,Inactive Investor,Brett King,Financial Advisor,Edward Jones Hillsdale MI 18 S Howell St,brett.king@edwardjones.com,,Salesforce
10773698,Inactive Investor,Jeremy Seck,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Westerville OH 380 Polaris Pkwy",jeremy.seck@wellsfargoadvisors.com,,Salesforce
11037443,Inactive Investor,Edward Maedel,,"Cambridge Investment Research, Inc. Flint MI 2337 Stonebridge Dr",,,Salesforce
10506055,,Thomas Rosellini,Wealth Advisor,UBS Financial Services Inc.,thomas.rosellini@ubs.com,713-940-2993,List import
373338,,Hetal Thakore,,[Unknown],hetalthakore@gmail.com,,source
229600,, -,,[[Unknown]],clsymonds@gmail.com,,
9603948,,KINGA BOSSE,,,kinga.bosse@lukka.tech,,List import
9591700,,Christopher Brightman,,,chris.brightman@rallc.com,,List import
8480602,,?smail Da?,,Limak Group,idas@limak.com.tr,,List Import
10899380,Inactive Investor,Caroline Marrero,,Wintrust Investments LLC,cmarrero@wintrustwealth.com,,Salesforce
11158724,Inactive Investor,Ritchy Scoggin,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",ritchy.scoggin@wellsfargoadvisors.com,,Salesforce
10813118,Inactive Investor,Nicole Wulker,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",nicole.wulker@ml.com,,Salesforce
11167482,Inactive Investor,William Konchal,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Grand Island FL Private Residence",william.konchal@raymondjames.com,,Salesforce
11121701,Inactive Investor,Aisha Semry,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aisha_semry@vanguard.com,,Salesforce
10750552,Inactive Investor,Douglas Reed,Chief Executive Officer;Chief Investment Officer,"AtlanticMidwest Investment Research, LLC Moca 318-328 Cll Jose Celso Barbosa",,,Salesforce
10970987,Inactive Investor,Tanner Bates,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 12910 Shelbyville Rd",tanner.bates@ampf.com,,Salesforce
10918549,Inactive Investor,Carl Gore,Financial Advisor,Edward Jones Whiteville NC 117 W Main St,carl.gore@edwardjones.com,,Salesforce
11196456,Inactive Investor,Heather Williams,Financial Planner,LPL Financial LLC Sherman TX 707 S Sam Rayburn Fwy,heather.williams@lpl.com,,Salesforce
10981450,Inactive Investor,Johnathon Hutchins,,"Allstate Financial Services, LLC Blanchard OK 1006 N Council Ave",,,Salesforce
234636,, -,,[[Unknown]],yypking@gmail.com,,Organic Search
10613498,,William Einstein,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,william.einstein@ubs.com,,List Import
11128210,Inactive Investor,Stacy Akaka,,Morgan Stanley Saratoga Springs NY 340 Broadway,stacy.akaka@morganstanley.com,,Salesforce
11209154,Inactive Investor,Ronald Barcellino,,"American Portfolios Financial Services, Inc. Long Island City NY Private Residence",rbarcellino@americanportfolios.com,,Salesforce
10826914,Inactive Investor,Corneluis Van Duinen,,"Avantax Investment Services, Inc. Madison CT Private Residence",,,Salesforce
10802133,Inactive Investor,John Boyd,Financial Advisor,Edward Jones Reno NV 4795 Caughlin Pkwy,john.boyd@edwardjones.com,,Salesforce
230900,, -,,[[Unknown]],dejesusp97@yahoo.com,,Organic Search
10831747,Inactive Investor,Jarold Stokes,Financial Advisor,LPL Financial LLC Oroville CA 1925 Bird St,jarold.stokes@lpl.com,,Salesforce
10882185,Inactive Investor,Jennifer Hawkins,Account Executive,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,jhawkins@janney.com,,Salesforce
10946515,Inactive Investor,Jennifer Calvi,Partner;Wealth Manager,Creative Planning,jennifer.calvi@creativeplanning.com,,Salesforce
11151214,Inactive Investor,Tanner Krauss,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,tanner.krauss@fmr.com,,Salesforce
217532,,Donald Kurtz,,[Unknown],donkrtz52@gmail.com,,Direct
11081906,Inactive Investor,Sarah Williams,,"Allstate Financial Services, LLC Kenmore WA 17455 68th Ave NE",swilliams@allstate.com,,Salesforce
10489142,,Dennis Kelleher,Managing Director,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",dennis.kelleher@ampf.com,,List Import
10662057,,William Friend,,,bfriend@corecap.com,,List Import
11095320,Inactive Investor,Joseph Fezza,Executive Director;Family Wealth Director;Portfolio Management Director;Wealth Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,joseph.fezza@morganstanley.com,,Salesforce
9544684,,Erica Young,,,support@workwitherica.ws,,List import
9549858,,Brittany Hamilton,,,brittany.hamilton@fidelity.com,,List import
11058127,Inactive Investor,Elizabeth Madden,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",elizabeth.madden@truist.com,,Salesforce
10813370,Inactive Investor,James Ambrose,Financial Advisor,Morgan Stanley Coral Springs FL 2825 N University Dr,james.ambrose.jr@morganstanley.com,,Salesforce
9544539,,Nathan Burnsides,,,nburnsides@axosbank.com,,List import
10819227,Inactive Investor,Eugene Plahotnii,Wealth Management Banker,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",,,Salesforce
10934949,Inactive Investor,Tameka Jones,,"Wells Fargo Clearing Services, LLC Fredericksburg VA 35 Banks Ford Pkwy",,,Salesforce
10775888,Inactive Investor,Randall Lanning,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",randy.lanning@raymondjames.com,,Salesforce
336482,,Michael Israel,Managing Member,"Revolve Wealth Partners, Llc",michael.israel@revolvewealth.com,201-373-2163,Manual List Upload
10957148,Inactive Investor,Richard Miller,,LPL Financial LLC Greensburg PA 585 Rugh St,rich.l.miller@lpl.com,,Salesforce
10782691,Inactive Investor,David Wentz,Chief Executive Officer;Managing Member,"TFB Advisors, LLC",dbw@taxfavoredbenefits.com,,Salesforce
11138273,Inactive Investor,Brian Walker,Regional Vice President,PFS Investments Inc. Tampa FL 14502 N Dale Mabry Hwy,brian.walker@primerica.com,,Salesforce
9567694,,Dan Gnecco,,,dan@skyline.vc,,List import
10929309,Inactive Investor,Alahna Miranda,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 310 120th Ave NE",alahna.j.miranda@ampf.com,,Salesforce
11054831,Inactive Investor,John Howard,,"Osaic FS, Inc. Greenville SC 106 W Augusta Pl",,,Salesforce
11186920,Inactive Investor,John Studnicky,,"SCF Securities, Inc. Tucson AZ Private Residence",jstudnicky@scfsecurities.com,,Salesforce
7194,,christopher gram,,[[Unknown]],christophergram@hotmail.com,,Initial Salesforce Import
9596985,,Edward Grosko,,,ed@ipcblueprint.com,,List import
11156190,Inactive Investor,Ryan Gallagher,,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",ryan.gallagher@ampf.com,,Salesforce
10847827,Inactive Investor,Donald Peabody,,"Osaic Wealth, Inc. Coos Bay OR 444 N 4th St",,,Salesforce
10505870,,Norlen Wren,Supervisor,Hilton Milwaukee City Center,norlenwren@gmail.com,(414) 522-8636,List import
9593954,,Luciano Rocha,,,lucianorocha2005@hotmail.com,,List import
9577786,,Bob Scott,,,lunanbob@gmail.com,,List import
11167946,Inactive Investor,Kathy Binkley,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10962370,Inactive Investor,Colin Walsh,,Hilltop Securities Inc. New York NY 485 Madison Ave,colin.walsh@hilltopsecurities.com,,Salesforce
10803487,Inactive Investor,Salvador Arcadipane,,NYLIFE Securities LLC,sarcadipane@eaglestrategies.com,,Salesforce
10489558,,Michael Eyermann,Vice President,Fisher Investments,michael.eyermann@hotmail.com,,List Import
10939442,Inactive Investor,Christopher Larkin,,Vanguard Marketing Corporation,christopher_larkin@vanguard.com,,Salesforce
10869524,Inactive Investor,Emmelis Keaney,,"Ameritas Investment Company, LLC Stuart FL 759 SW Federal Hwy",emmelis.keaney@ameritas.com,,Salesforce
237142,, -,,[[Unknown]],chrvanhulten@gmail.com,,Organic Search
10656052,,Martin Perdoux,,,mperdoux@savantcapital.com,,List import
10943336,Inactive Investor,Charles Ruddy,Financial Advisor,"Osaic Wealth, Inc. Boca Raton FL 2700 N Military Trl",,,Salesforce
10764612,Inactive Investor,Francis Courtney,Senior Investment Associate;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",rick.courtney@rbc.com,,Salesforce
11184490,Inactive Investor,Timothy Hicks,Managing Member;President;Private Wealth Advisor;Regulatory Contact,"Hicks Capital Management, LLC",tdhicks@hicks-capital.com,,Salesforce
11113656,Inactive Investor,Daniel Ripley,Advisor,"IBN Financial Services, Inc. Spokane WA Private Residence",dripley@ibrokernet.com,,Salesforce
10854803,Inactive Investor,Luanne Campana,,Fidelity Brokerage Services LLC,luanne.campana@fidelity.com,,Salesforce
10988777,Inactive Investor,Cosmin Majors,,"Osaic Institutions, Inc. Savannah TN 235 Wayne Rd",,,Salesforce
11050017,Inactive Investor,Joseph Rubino,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,joe.rubino.mgla@statefarm.com,,Salesforce
11115034,Inactive Investor,Scott Slatton,,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,scott.slatton@primerica.com,,Salesforce
10851838,Inactive Investor,Joseph Fitzgerald,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 6350 N 24th St",joseph.fitzgerald@schwab.com,,Salesforce
10811728,Inactive Investor,Maria Northam,,Bolton Global Capital Houston TX 12510 Cutten Rd,mnortham@boltonglobal.com,,Salesforce
10936693,Inactive Investor,Zachary Rubin,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Kingfisher Capital Management LLC,,,Salesforce
10776558,Inactive Investor,Herbert Diamant,Chief Compliance Officer;President;Senior Portfolio Manager,"Diamant Asset Management, Inc. Greenwich CT 170 Mason St",herb@portfolioadvisor.com,,Salesforce
11196431,Inactive Investor,Samir Bagga,Private Client Advisor,J.P. Morgan Securities LLC Columbus OH 4550 N High St,samir.x.bagga@chase.com,,Salesforce
11015701,Inactive Investor,Archie Henderson,Investment Advisor Representative,"Next Financial Group, Inc. Richmond TX Private Residence",,,Salesforce
10973694,Inactive Investor,Matthew Ramon,Financial Advisor,"Osaic Wealth, Inc. South Deerfield MA 217 Greenfield Rd",,,Salesforce
9597254,,Bong Seung Kang,,,glen.kang@lwncompany.com,,List import
65376,,Anthony Mascioli,"Estate Planning Specialist, Vice President",Fidelity Personal and Workplace Advisors,anthony.mascioli@fidelity.com,,
10947984,Inactive Investor,John Mobley,,SECU Brokerage Services Wake Forest NC 1116 Jenkins Rd,john.mobley@ncsecu.org,,Salesforce
11157762,Inactive Investor,Cheryl Straatmann,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",cheryl.straatmann@wellsfargoadvisors.com,,Salesforce
9635981,,Chris O'Neill,,,christopher_oneill@putnam.com,,List import
11070389,Inactive Investor,Lee Larson,Chief Compliance Officer;Chief Executive Officer;Founder;Fund Manager,"Everstar Asset Management, LLC",,,Salesforce
10857977,Inactive Investor,Abigail Linn,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 10050 NW 1st Ct",abigail.a.linn@ampf.com,,Salesforce
10784116,Inactive Investor,Robert Lauer,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",lauerr@stifel.com,,Salesforce
10776532,Inactive Investor,Donna Magliato,Wealth Management Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,donna.magliato@morganstanley.com,,Salesforce
11088515,Inactive Investor,Tonya Lipple,,"Raymond James Financial Services, Inc. Eagle ID 47 E Riverside Dr",tonya.lipple@raymondjames.com,,Salesforce
10761895,Inactive Investor,Stephen Norris,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",stephen_norris@ml.com,,Salesforce
10835758,Inactive Investor,Lance McMurry,Managing Director;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Naples FL 4099 Tamiami Trl N",lance.mcmurry@wfafinet.com,,Salesforce
9567999,,tom och,,,ochtom@yahoo.com,,List import
10487574,,Hanna Loew,Senior Client Service Associate,Morgan Stanley,hanna.r.loew@morganstanley.com,,List Import
11221824,,Gary Williams,,,gwilliams@cfnmail.com,,List Import
10996284,Inactive Investor,Arsany Beshay,,Santander Securities LLC Manchester Township NJ 108 Lacey Rd,arsany.beshay@santander.us,,Salesforce
10509946,,Chris Lanza,"Partner, Co-Head Distributor Services",ACA Foreside,chris.lanza@acaglobal.com,,List Import
11010700,Inactive Investor,Wen Lusi,,"Kestra Investment Services, LLC Richardson TX 2600 N Central Expy",,,Salesforce
11134163,Inactive Investor,Robert Damm,,"Packerland Brokerage Services, Inc. Medford WI 202A S Main St",robert_damm@packerlandbrokerage.com,,Salesforce
240990,,Corinne Merriman,Client Relationship Manager,[Unknown],corinne@ethic.com,,Event
24377,,Mark DeWeaver,Co-Chief Investment Officer,Quantrarian Capital Management LLC,deweaver@quantrarian.com,1-301-578-4117,Database Upload
11117644,Inactive Investor,Cindy Kelley,Financial Advisor,"Ameriprise Financial Services, LLC Santa Maria CA 2605 S Miller St",cindy.k.tandy@ampf.com,,Salesforce
11036625,Inactive Investor,Yuanwen Chen,,Citigroup Global Markets Inc.,,,Salesforce
10486552,,Dale Young,,Cetera Investment Advisers LLC,youngd@ceteranetworks.com,,List Import
9601793,,Robert Kemp,,,rkemp@kempfm.com,,List import
10886822,Inactive Investor,Jeffrey Callahan,,LPL Financial LLC Clearwater FL 1700 N McMullen Booth Rd,jeff.callahan@lpl.com,,Salesforce
11006824,Inactive Investor,Phillip Kirk,,LPL Financial LLC Bartlesville OK 1821 SE Washington Blvd,phillip.kirk@lpl.com,,Salesforce
221720,,Zac Lewinski,,[Unknown],zlewinski35@gmail.com,,Direct
10881864,Inactive Investor,Kai Bode,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10884239,Inactive Investor,Scott Mackenzie,,OneAscent Financial Services LLC Andover NJ 219 Main St,scott.mackenzie@oneascent.com,,Salesforce
10792731,Inactive Investor,Bahaa Botros,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",bahaa.botros@prudential.com,,Salesforce
10860227,Inactive Investor,Donnalee Guerin,Chief Compliance Officer;Chief Operating Officer;Partner;Senior Client Advisor,"Foster Dykema Cabot & Partners, LLC Boston MA 101 Arch St",dguerin@fdcpartners.com,,Salesforce
10761363,Inactive Investor,Stephen Foy,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Boston MA 28 State St,stephen.foy@morganstanley.com,,Salesforce
10895616,Inactive Investor,William Smith,Financial Advisor,Edward Jones Camden AR 142 W Washington St,william.m.smith@edwardjones.com,,Salesforce
11077095,Inactive Investor,Matthew Assunto,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",matthew.assunto@raymondjames.com,,Salesforce
229542,, -,,[[Unknown]],noah_punke@yahoo.com,,Organic Search
10932255,Inactive Investor,David Bickler,Financial Advisor,"Pruco Securities, LLC. High Point NC 1301 Eastchester Dr",david.bickler@prudential.com,,Salesforce
9583082,,Brett Gadberry,,,brett.gadberry@fidelity.com,,List import
11022630,Inactive Investor,Brian Singer,Financial Advisor,J.P. Morgan Securities LLC Boca Raton FL 20441 State Road 7,,,Salesforce
10763704,Inactive Investor,Steven Calmas,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",steven.calmas@wellsfargoadvisors.com,,Salesforce
11076961,Inactive Investor,James Gaudion,Investment Advisor,PNC Investments Indianapolis IN Private Residence,james.gaudion@pnc.com,,Salesforce
10894490,Inactive Investor,Dale McCormick,,"Osaic Wealth, Inc. New York NY Private Residence",,,Salesforce
9589862,,Robert Short,,,rbshort1@myglnc.com,,List import
10832537,Inactive Investor,Peter Lucia,Financial Advisor,LPL Financial LLC West Palm Beach FL 8101 Okeechobee Blvd,peter.lucia@lpl.com,,Salesforce
10938942,Inactive Investor,Nicholas Baird,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11015894,Inactive Investor,Michael Bontempo,Financial Professional,"Equitable Advisors, LLC Warwick RI 2348 Post Rd",michael.bontempo@equitable.com,,Salesforce
372518,,Chris Foley,,[Unknown],chrisfoley10@hotmail.com,,Salesforce
9624793,,Stephen Alfieri,,,salfieri@stanfieldcp.com,,List import
11059233,Inactive Investor,Brian Olmstead,,Cetera Advisor Networks LLC El Dorado Hills CA 1107 Investment Blvd,olmsteadb@ceteranetworks.com,,Salesforce
9559422,,HIM ZANG,,,opcodsbjvp@karenkey.com,,List import
11261157,Inactive Investor,Jacob Storsberg,Associate Advisor,Strategic Financial Services,jstorsberg@investstrategic.com,,Salesforce
11055494,Inactive Investor,Gail Lindstrom,Associate Market Supervision Manager,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",gail.lindstrom@ml.com,,Salesforce
10854366,Inactive Investor,Bryan Drager,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Oshkosh WI 2331 Enterprise Dr",bryan.m.drager@ampf.com,,Salesforce
11026666,Inactive Investor,Dylan Wong,Financial Advisor,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,dylan.m.wong@morganstanley.com,,Salesforce
9590045,,Paul Breen,,,pbreen@wealthstone.net,,List import
157259,,Anthony Lascari,,[Unknown],alasq2@gmail.com,,
10835705,Inactive Investor,Deirdre McElroy,Financial Advisor;Financial Planner;Investment Executive,LPL Financial LLC Columbia MD 5807 Humblebee Rd,deirdre.mcelroy@lpl.com,,Salesforce
11023314,Inactive Investor,Tracy Overstreet,,"Avantax Investment Services, Inc. Roanoke VA Private Residence",,,Salesforce
10818781,Inactive Investor,J Pluff,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",j.daniel.pluff@rbc.com,,Salesforce
11207089,Inactive Investor,Elizabeth Howey,Associate Financial Advisor,LPL Financial LLC Madison WI 5910 Mineral Point Rd,elizabeth.howey@lpl.com,,Salesforce
9617723,,Lawson Stringer,,,stringer@pearlcapitaladvisors.com,,List import
11035305,Inactive Investor,Joseph Muniz,,Cetera Advisors LLC Baton Rouge LA 15015 Jamestown Blvd,joseph.muniz@ceteraadvisors.com,,Salesforce
11157068,Inactive Investor,Randolph Fisher,Chief Compliance Officer;Managing Member,Artemis Wealth Advisors Flemington NJ 361 State Route 31,,,Salesforce
10795936,Inactive Investor,Christopher Kuehne,Chief Compliance Officer;Owner,Independent Financial Advisors,chris@christopherkuehne.com,,Salesforce
10775070,Inactive Investor,Suzanne Rinelli,Administrative Complex Manager;Vice President,"RBC Capital Markets, LLC Brookfield WI 18500 W Corporate Dr",suzanne.rinelli@rbc.com,,Salesforce
352559,,Lindsey Andresen,Manager Client Management,Harding Loevner Lp,landresen@hardingloevner.com,908-218-7900,Manual List Upload
11044238,Inactive Investor,Anne Tipple,Senior Client Service Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,annie.tipple@morganstanley.com,,Salesforce
11081733,Inactive Investor,Roberto Buchanan,Investment Advisor,"Fortius Financial Advisors, LLC",,,Salesforce
9645988,,Randy Sporn,,,kazoody@aol.com,,List import
10757937,Inactive Investor,George Eckhardt,Financial Advisor,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",george.eckhardt@wellsfargoadvisors.com,,Salesforce
10997645,Inactive Investor,Blake Transano,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",blake.transano@robinhood.com,,Salesforce
9596745,,Greg St. Pierre,,,gstpierre@gmail.com,,List import
10757870,Inactive Investor,John Giggee,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",john.giggee@ml.com,,Salesforce
11086425,Inactive Investor,Janely Marin,Private Client Banker;Vice President,J.P. Morgan Securities LLC Miami FL 20880 Biscayne Blvd,janely.marin@chase.com,,Salesforce
11051690,Inactive Investor,Brian Landzaat,Chief Compliance Officer;Managing Member,"Vista Finance, LLC",,,Salesforce
228827,, -,,[[Unknown]],petrasmfx@gmail.com,,
10769633,Inactive Investor,Simone McKeever,Financial Advisor;Financial Planning Specialist;Insurance Planning Director,Morgan Stanley New York NY 55 E 52nd St,simone.vinocour@morganstanley.com,,Salesforce
10985288,Inactive Investor,Irfan Ladak,,J.P. Morgan Securities LLC,,,Salesforce
11041808,Inactive Investor,Carter Springer,Investment Advisor,Tradition Wealth Management LLC,carter.springer@traditionwealth.com,,Salesforce
11075092,Inactive Investor,Michael Sammons,Wealth Advisor,LPL Financial LLC Gilbert AZ 3349 E Queen Creek Rd,michael.sammons@lpl.com,,Salesforce
245919,,Not Provided,,GeoComply,elizabeth.cronan@geocomply.com,,Manual List Upload
11134287,Inactive Investor,Eric Horne,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Vienna VA 8500 Leesburg Pike",,,Salesforce
10967513,Inactive Investor,Joshua Finley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10919167,Inactive Investor,Peter Egge,Financial Advisor,Edward Jones Billings MT 3936 Avenue B,andrew.egge@edwardjones.com,,Salesforce
11096216,Inactive Investor,Brian Thiet,Senior Vice President,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",,,Salesforce
10860851,Inactive Investor,Jacqueline Lonnerdal,,"HighTower Securities, LLC Bethesda MD 7200 Wisconsin Ave",jbauer@hightoweradvisors.com,,Salesforce
10486824,,Angela Raley,Client Service Associate,Hilltop Securities Inc.,angela.raley@yahoo.com,,List Import
11167491,Inactive Investor,Daniel Bolotin,,Citigroup Global Markets Inc.,,,Salesforce
9588271,,David Laidlaw,,,dlaidlaw@eaglerimllc.com,,List import
10757517,Inactive Investor,Richard Bonavito,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Walnut Creek CA 1880 Tice Valley Blvd",richard.bonavito@wellsfargoadvisors.com,,Salesforce
10970351,Inactive Investor,Charles King,Executive Vice President;Partner,Creative Resources Investment Advisors LLC Austin TX Private Residence,cking@criadvisors.com,,Salesforce
11104954,Inactive Investor,Timothy Peach,Director - Alternative Investments;Financial Advisor;Vice President,Morgan Stanley Dallas TX 8383 Preston Center Plz,timothy.peach@morganstanley.com,,Salesforce
10946717,Inactive Investor,Kay Bragg,,"The Strategic Financial Alliance, Inc. Goldsboro NC 201 N Spence Ave",kbragg@thesfa.net,,Salesforce
11065011,Inactive Investor,Steven Bauers,,LPL Financial LLC Columbus OH 1840 Zollinger Rd,steven.bauers@raymondjames.com,,Salesforce
10877641,Inactive Investor,Dalton Judd,Financial Advisor;Financial Planning Specialist,Morgan Stanley Westborough MA 1 Technology Dr,dalton.judd@morganstanley.com,,Salesforce
11283246,,Thomas Meßthaler,,,news@km-investments.de,,Web Form Fillout
10846059,Inactive Investor,Adrian Schwartz,Financial Planning Director,Morgan Stanley Red Bank NJ 20 Linden Pl,adrian.schwartz@morganstanley.com,,Salesforce
349856,,Chad Hedzik,Managing Member,Rainier Wealth Management Llc,chad@rainierwm.com,425-493-2500,Manual List Upload
10916411,Inactive Investor,Patrick Dinan,Chief Compliance Officer;Founder;President,Impact Fiduciary LLC,patrick.dinan@impactfiduciary.com,,Salesforce
9583050,,Grace Toh,,,grace.toh@abbingtongroup.com,,List import
11183446,Inactive Investor,Lori Pasion,,State Farm VP Management Corp. Kaneohe HI 45-588 Kam Hwy,lori.pasion.q0f9@statefarm.com,,Salesforce
10873986,Inactive Investor,Sean Aikmus,Investment Advisor Representative,LPL Financial LLC Overland Park KS 11900 College Blvd,sean.aikmus@lpl.com,,Salesforce
11232514,Inactive Investor,Michael Lyubinsky,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",,,Salesforce
11034896,Inactive Investor,James Atkins,,"Allstate Financial Services, LLC Toledo OH 5330 Heatherdowns Blvd",jmarkatkins@allstate.com,,Salesforce
9645466,,conor lally,,,wheels@movecrew.ie,,List import
11048622,Inactive Investor,John Eason,,PFS Investments Inc. Duluth GA 3305 Breckinridge Blvd,john.eason@primerica.com,,Salesforce
10935631,Inactive Investor,Scott Heichel,Chief Investment Officer;Senior Wealth Manager,Pinnacle Advisors Columbus OH 131 Dillmont Dr,scotth@pinnacleadvisors.com,,Salesforce
11205801,Inactive Investor,Joseph Giardano,,"Prospera Financial Services, Inc.",joseph.giardano@prosperafinancial.com,,Salesforce
5947663,,Leroy Johnson,,,velife3998@letpays.com,,Web Form Fillout
11159322,Inactive Investor,Scott Farnsworth,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,scott.farnsworth@fidelity.com,,Salesforce
10913861,Inactive Investor,Julieann Schroeder,Wealth Advisor,Everest Financial Group,julieann@everestfg.us,,Salesforce
11217158,,Christopher Eschmann,,,chris.eschmann@schwab.com,,Other
11090715,Inactive Investor,Elizabeth Clark,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",elizabeth.clark2@tiaa-cref.org,,Salesforce
10819928,Inactive Investor,Stephen Elder,Senior Vice President - Investments,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,selder@janney.com,,Salesforce
10862890,Inactive Investor,Darrell Williams,,Commonwealth Financial Network Virginia Beach VA 2309 Mariners Mark Way,,,Salesforce
5642067,,Max Williams,,,seorankings007@gmail.com,,Web Form Fillout
10757403,Inactive Investor,Tristen Di Sibio,Financial Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,tristen.di.sibio@morganstanley.com,,Salesforce
10851736,Inactive Investor,Eric Vishnevetsky,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,eric.vishnevetsky@ubs.com,,Salesforce
11175254,Inactive Investor,Donald Vanderweide,,NYLIFE Securities LLC Orange City IA Private Residence,dvanderweide@ft.newyorklife.com,,Salesforce
11147859,Inactive Investor,Eric Eversole,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 7100 Fort Dent Way",eric.l.eversole@ampf.com,,Salesforce
10783634,Inactive Investor,Jeffrey Miller,,Fidelity Brokerage Services LLC,jeffrey.miller@fidelity.com,,Salesforce
9591509,,Michel Lajoie,,,mlajoie@hexavest.com,,List import
10880299,Inactive Investor,Scott Simmerer,,"Raymond James Financial Services, Inc. Chagrin Falls OH 100 N Main St",scott.simmerer@raymondjames.com,,Salesforce
11201939,Inactive Investor,Karin Prince,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",karin.prince@bankerslife.com,,Salesforce
10891014,Inactive Investor,Wesley Frazier,Financial Advisor,LPL Financial LLC Moorestown NJ 7 E Main St,wesley.frazier@lpl.com,,Salesforce
10968666,Inactive Investor,David Johnson,,PFS Investments Inc. Indianapolis IN 8383 Craig St,davidandrewjohnson@primerica.com,,Salesforce
11128996,Inactive Investor,Stuart Breeden,,"CFD Investments, Inc. Pekin IL 529 Ann Eliza St",stuart.breeden@cfdinvestments.com,,Salesforce
10773040,Inactive Investor,Michael Barry,Financial Advisor,"Citizens Securities, Inc. Bedford NH 91 S River Rd",michael.barry@ccoinvest.com,,Salesforce
10874392,Inactive Investor,Matthew Thibodeau,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",matthew.thibodeau@nm.com,,Salesforce
10796372,Inactive Investor,Chris Federman,,"Wells Fargo Clearing Services, LLC Chandler AZ 2800 S Price Rd",chris.federman@wellsfargoadvisors.com,,Salesforce
10807209,Inactive Investor,Tammy Miller,Financial Associate,Thrivent Investment Management Inc. Westlake OH 26040 Detroit Rd,tammy.miller@thrivent.com,,Salesforce
9590855,,Tina Philip,,,tina@fullinpartners.com,,List import
10488923,,Pablo De La Llama,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,pablo.delallama@chase.com,,List Import
10897181,Inactive Investor,Patrick Hadley,,Citigroup Global Markets Inc.,,,Salesforce
10903455,Inactive Investor,Andrew Kowalski,Financial Advisor,Edward Jones Alpena MI 805 W Chisholm St,andrew.kowalski@edwardjones.com,,Salesforce
9574186,,Patricia Ardern,,,pat.ardern@transamerica.com,,List import
10880200,Inactive Investor,Zuo Ling Ye,,J.P. Morgan Securities LLC Brooklyn NY 413 86th St,zuo.ling.ye@chase.com,,Salesforce
10827524,Inactive Investor,Donna Kelly,Branch Manager,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",donnamarie.kelly@rbc.com,,Salesforce
10943060,Inactive Investor,Robert Johnson,,CIBC World Markets Corp.,robert.johnson@cibc.com,,Salesforce
10815537,Inactive Investor,Walter Stamper,First Vice President,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",walter.stamper@raymondjames.com,,Salesforce
9645128,,Marc de Croisset,,,mcroisset@gmail.com,,List import
10770719,Inactive Investor,Brian McLaughlin,Market Supervision Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",brian.mclaughlin@ml.com,,Salesforce
11088252,Inactive Investor,Jacob Utley,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 430 Wabasha St N",jacob.t.utley@wellsfargo.com,,Salesforce
9587915,,farshid mohammadi,,,fmohammadi23@gmail.com,,List import
10758196,Inactive Investor,Robert Sterling,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Washington DC 1501 K St NW,robert.sterling@ubs.com,,Salesforce
228879,, -,,[[Unknown]],hgholroyd@gmail.com,,Organic Search
11108205,Inactive Investor,Alex Baasten,Associate Financial Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",alex.baasten@ampf.com,,Salesforce
373934,,Tammy Bejano,,[Unknown],tammybejano200@gmail.com,,source
11123395,Inactive Investor,Mery Franco Cifuentes,,J.P. Morgan Securities LLC Oklahoma City OK 1200 NW 63rd St,mery.franco-cifuentes@jpmorgan.com,,Salesforce
10837968,Inactive Investor,Lewis Vasey,Financial Advisor,LPL Financial LLC Urbandale IA 2967 100th St,lew.vasey@lpl.com,,Salesforce
9637177,,James Carey,,,jcarey@soundpointcap.com,,List import
9547681,,Akbar Azam,,,akbarazam353@gmail.com,,List import
10869571,Inactive Investor,Charles Nolte,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10908311,Inactive Investor,Shea Kavanagh,,Money Concepts Capital Corp Haledon NJ 33 Sicomac Rd,skavanagh@moneyconcepts.com,,Salesforce
11081605,Inactive Investor,Timothy Brown,Financial Advisor,Edward Jones Aurora CO 6240 S Main St,timothy.brown@edwardjones.com,,Salesforce
11016474,Inactive Investor,Nicholas Seavey,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,ncseavey@ft.newyorklife.com,,Salesforce
11150564,Inactive Investor,Kevin Peterson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9542784,,Morris Conway,,,aconway1961@gmail.com,,List import
10974676,Inactive Investor,Dustin Rodgers,,"Farmers Financial Solutions, LLC Mount Juliet TN 1982 Providence Pkwy",drodgers1@farmersagent.com,,Salesforce
10931712,Inactive Investor,Goran Ognjenovic,Founder;President;Principal Advisor,Independent Investment Advisors,goran@independentadvisorsnw.com,,Salesforce
9566483,,Edward Steele CPA,,,ersteelecpa@gmail.com,,List import
10755262,Inactive Investor,Laura Smith,Client Service Associate,"Ameriprise Financial Services, LLC Westlake OH 2035 Crocker Rd",,,Salesforce
10894671,Inactive Investor,Sandra McLaurin,,"Allstate Financial Services, LLC Collins MS 101 Main St",sandramclaurin@allstate.com,,Salesforce
11142183,Inactive Investor,Bladen Hancock,,"Northwestern Mutual Investment Services, LLC Springfield MO 909 E Republic Rd",bladen.hancock@nm.com,,Salesforce
9549988,,Michael Venezia,,,venezia@lampeconway.com,,List import
11176819,Inactive Investor,Keith Fuller,Wealth Relationship Manager,Citigroup Global Markets Inc. Brooklyn NY 7501 3rd Ave,,,Salesforce
66208,,Rachel Beck,,The Huntington Investment Company,rachel.beck@huntington.com,866-754-3105,
10702647,,Lukas Petkevicius,,,lukas.petkevicius@yahoo.co.uk,,Web Form Fillout
10781747,Inactive Investor,Cherie Edwards,Private Wealth Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",,,Salesforce
10796233,Inactive Investor,Christopher Blakely,Chief Operating Officer;Partner,NBW Capital LLC,cblakely@taylorinvestments.com,,Salesforce
9608670,,James Harrison,,,101pjh@protonmail.com,,List import
9560145,,Paul Hepner,,,paulhepner@hotmail.com,,List import
10816136,Inactive Investor,Collin Zoll,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11212994,Inactive Investor,Kevin Goff,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kevin.goff@fidelity.com,,Salesforce
11017014,Inactive Investor,Kyle Gorman,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",kyle.gorman@nm.com,,Salesforce
11169176,Inactive Investor,John Danczyk,Financial Advisor,Edward Jones Hayward WI 15575 Railroad St,john.danczyk@edwardjones.com,,Salesforce
9631491,,Tom Weiss,,,ambushquartermaster@gmail.com,,List import
333178,,Jay Over,,CNB Bank,jayo@cnbankpa.com,,
10999964,Inactive Investor,Young-Tzung Shih,,"Transamerica Financial Advisors, Inc Saint Paul MN 2277 Hwy 36 W",young-tzung.shih@transamerica.com,,Salesforce
11103526,Inactive Investor,Robert Mori,Managing Member;Managing Partner;Regulatory Contact,Mori Huston Partners,,,Salesforce
10932563,Inactive Investor,Felicia Giovino,,LPL Financial LLC Buffalo NY 3637 Delaware Ave,felicia.giovino@lpl.com,,Salesforce
11218445,,Alexandra Daiagi,,,alexandra.daiagi@jpmorgan.com,,List Import
11199413,Inactive Investor,Edward Bails,,Enlightened Finance LLC Elkhart IN 541 Roske Dr,,,Salesforce
10908364,Inactive Investor,Tiffany Kim,,State Farm VP Management Corp. Portland OR 2313 SE 82nd Ave,tiffanykim@statefarm.com,,Salesforce
9646596,,Ryan Scheie,,,scheie@ualberta.ca,,List import
10936224,Inactive Investor,Steven Bellon,Advisor,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",sbellon@financialguide.com,,Salesforce
11133048,Inactive Investor,Jairo Herrera,,J.P. Morgan Securities LLC Katy TX 6103 N Fry Rd,jairo.herrera@jpmorgan.com,,Salesforce
9576485,,Ch Contre,,,eastcoastremodeling4256@gmail.com,,List import
10755136,Inactive Investor,Emily Schwartz,Wealth Management Associate,Morgan Stanley Bellevue WA 500 108th Ave NE,emily.schwartz@morganstanley.com,,Salesforce
11212717,Inactive Investor,Peter Thompson,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,pthompson@ft.newyorklife.com,,Salesforce
11062077,Inactive Investor,Stanton Jones,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Billings MT 401 N 31st St",,,Salesforce
11229085,Inactive Investor,Amanda Bontrager,,Edward Jones South Bend IN 431 S Main St,,,Salesforce
11026869,Inactive Investor,Jeffrey Ziemann,Investment Advisor Representative;Paraplanner,Q2 Wealth Management,jeffz@q2wealth.com,,Salesforce
10955070,Inactive Investor,Pamela Bedolla,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10828425,Inactive Investor,Laura Schwartz,,"Raymond James Financial Services, Inc. Portland OR 5440 SW Westgate Dr",laura.schwartz@raymondjames.com,,Salesforce
374703,,Marc Majzner,Limited Partner And Portfolio Manager,Clearline Capital Lp,mmajzner@clearlinecap.com,1-212-735-5378,Manual List Upload
11239142,Inactive Investor,Gaston Gardey,,Edward Jones,gaston.gardey@edwardjones.com,,Salesforce
11197230,Inactive Investor,Jason Baucom,Financial Advisor,LPL Financial LLC Las Vegas NV Private Residence,jason.baucom@lpl.com,,Salesforce
11106970,Inactive Investor,Todd Feldman,Financial Planner;Regulatory Contact,"Obsidian Personal Planning Solutions, LLC",,,Salesforce
9558317,,James Bolton,,,jbolton@massmutual.com,,List import
10960215,Inactive Investor,Rhiley Thomson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
205062,,Jason Lin,,[Unknown],jasonlin214@gmail.com,,Organic Search
11176567,Inactive Investor,George Robertson,Financial Advisor,Edward Jones Granite Bay CA 9700 Village Center Dr,george.robertson@edwardjones.com,,Salesforce
11148665,Inactive Investor,Michael Kelash,Financial Consultant,Commonwealth Financial Network Eau Claire WI 826 S Hastings Way,mkelash@commonwealth.com,,Salesforce
10837129,Inactive Investor,Lori Whiteman,Senior Client Service Associate,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",lori.whiteman@raymondjames.com,,Salesforce
10758245,Inactive Investor,Jack Friel,Wealth Preservation Specialist,"Osaic FA, Inc. Boston MA 175 Federal St",jack.friel@lfg.com,,Salesforce
11076011,Inactive Investor,Thomas Gallina,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",thomas.gallina@nm.com,,Salesforce
11113146,Inactive Investor,James Conway,,"Sanford C. Bernstein & Co., LLC Dallas TX 2000 McKinney Ave",james.conway@bernstein.com,,Salesforce
10994711,Inactive Investor,Norman Jadan,,Edward Jones West Bloomfield MI 6960 Orchard Lake Rd,,,Salesforce
9542760,,Anthony Genello,,,anthony@tircapital.org,,List import
10925846,Inactive Investor,Scott Oostdyk,Financial Advisor,Edward Jones Flat Rock MI 29100 Gateway Blvd,scott.oostdyk@edwardjones.com,,Salesforce
10942836,Inactive Investor,Clifton Field,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",clifton.field@empower.com,,Salesforce
11036044,Inactive Investor,Laura Huscroft,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",laura.huscroft@mutualofomaha.com,,Salesforce
9552682,,Janet Redding,,,jredding@lincolninvestment.com,,List import
10781263,Inactive Investor,Alex Cena,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,alex.cena@morganstanley.com,,Salesforce
10756609,Inactive Investor,Kyle Zwiren,Client Service Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,kyle.zwiren@morganstanley.com,,Salesforce
10863729,Inactive Investor,Edward Scoby,,"Sequoia Wealth Management, LLC",,,Salesforce
9551788,,bill tuzinq,,,olzinner@gmail.com,,List import
11236084,Inactive Investor,Stephen Owings,Partner;Wealth Management Advisor,"Bleakley Financial Group, LLC Atlanta GA 3175 Northside Pkwy NW",sowings@bleakley.com,,Salesforce
123947,,Peter Gaines,Financial Planner,Integrated Wealth Concepts Llc,peter.gaines@lpl.com,781-373-4431,
9582208,,John Hanahan,,,jhanahan@yukoncm.com,,List import
10758562,Inactive Investor,Jessica Luong,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",jessica.luong@ml.com,,Salesforce
11136403,Inactive Investor,William Capitani,,Citigroup Global Markets Inc.,,,Salesforce
10995067,Inactive Investor,Derek Sabo,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,derek.sabo@jpmorgan.com,,Salesforce
10882059,Inactive Investor,Laurie Laucks,Financial Advisor,Edward Jones Mocksville NC 820 Valley Rd,laurie.laucks@edwardjones.com,,Salesforce
11139227,Inactive Investor,Violette Matsas,Registered Support Assistant,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",violette.k.matsas@ampf.com,,Salesforce
11098255,Inactive Investor,Megan Wagner,,Cetera Advisor Networks LLC Manassas VA 9265 Corporate Cir,,,Salesforce
10876938,Inactive Investor,Anthony Corrao,Financial Advisor;Financial Planning Director;Partner,CPS Investment Advisors,tony@cpsinvest.com,,Salesforce
225713,,Brian -,,[[Unknown]],canadianjunior@sympatico.ca,,Initial Salesforce Import
11238251,Inactive Investor,George Dahduh,,The Molpus Woodlands Group,gdahduh@molpus.com,,Salesforce
10721731,,Rashida M.,,,creativejoy3000@gmail.com,,Web Form Fillout
234347,, -,,[[Unknown]],rsi550@yahoo.com,,
178512,,Michael Brossart,Finance Director,[Unknown],michael.brossart@lakelandgov.net, +1 863 834 6000,Database Upload
11092810,Inactive Investor,Peter Kalmus,,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",,,Salesforce
10612755,,Michael Kurzer,Financial Advisor,,michael.kurzer@lpl.com,,List Import
10899108,Inactive Investor,Rachel Seely,Client Service Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,rachel.seely@ubs.com,,Salesforce
10781853,Inactive Investor,Kevin Murphy,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,kevin.murphy@fmr.com,,Salesforce
11083685,Inactive Investor,Thomas Hart,,Cetera Advisors LLC Plymouth MA 34 Main Street Ext,thomas.hart@ceteraadvisors.com,,Salesforce
10760958,Inactive Investor,Laurie Mathews,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaumont TX 7675 Folsom Dr",laurie_decuir@ml.com,,Salesforce
10906862,Inactive Investor,Donald Weis,,Cetera Investment Services LLC Fishkill NY 60 Merritt Blvd,,,Salesforce
11088734,Inactive Investor,Freddie Barbour,,LPL Financial LLC Lynchburg VA 410 Bay St,freddie.barbour@lpl.com,,Salesforce
11090922,Inactive Investor,Denny Yu,,"Farmers Financial Solutions, LLC Santa Rosa CA 2635 Cleveland Ave",eyu@farmersagent.com,,Salesforce
10979733,Inactive Investor,Cindie Riera,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,cindiemarieriera@primerica.com,,Salesforce
10798010,Inactive Investor,Zachary King,,"Northwestern Mutual Investment Services, LLC Mount Pleasant MI 114 E Broadway St",zac.king@nm.com,,Salesforce
10523760,,Jeff Kerkau,,,jdk0767@yahoo.com,,Web Form Fillout
10762162,Inactive Investor,Belinda Ibenthal,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",belinda_ibenthal@ml.com,,Salesforce
10951221,Inactive Investor,Cassia Stefanini,,PFS Investments Inc. Chino CA 15338 Central Ave,cstefanini@primerica.com,,Salesforce
9580728,,Thomas Hathoot,,,thathoot@horizoninvestment.com,,List Import
9594101,,Rafael Velez,,,summit.rafael@gmail.com,,List import
11034473,Inactive Investor,Trinh Nguyen,,NYLIFE Securities LLC Coconut Creek FL Private Residence,tnguyen5@ft.newyorklife.com,,Salesforce
9589919,,Kh H,,,dr.kh900@gmail.com,,List import
11017065,Inactive Investor,Cheryl Knudson,,Thrivent Investment Management Inc.,cheryl.knudson@thrivent.com,,Salesforce
10782894,Inactive Investor,Jacob Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC Ankeny IA 910 E 1st St",jacob.johnson@wellsfargoadvisors.com,,Salesforce
10901714,Inactive Investor,Christian Pardo,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",christian.pardo@ml.com,,Salesforce
11144740,Inactive Investor,Carlos Mena,,"Intercam Securities, Inc.",,,Salesforce
10931938,Inactive Investor,Justin Rodriguez,,First Manhattan Securities LLC,jrodriguez@firstmanhattan.com,,Salesforce
226819,,Ariel -,,[[Unknown]],ascaliter@gmail.com,,Initial Salesforce Import
10852506,Inactive Investor,Anthony Brown,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",anthony.brown@equitable.com,,Salesforce
10621814,,Florian Morandell,,,florian.morandell10@gmail.com,,Web Form Fillout
352997,,Derya Taskin,CFO,DSC Consulting and DTIK USA Chairwomen,derya@deryaconsulting.com,,Event
10729339,,Shrenik Mundada,,,caskm88@gmail.com,,Web Form Fillout
123734,,Christina Andrzejewski,Senior Director - Client Communications,"Hightower Advisors, Llc",christina.andrzejewski@hightoweradvisors.com,470-289-1795,
11038578,Inactive Investor,Raymond Welsch,,"Wells Fargo Clearing Services, LLC",raymond.welsch@wellsfargoadvisors.com,,Salesforce
9540756,,"Richard Pacific Premier Trust, Custodian FBO Richard Watson IRA",,Richard Watson,rww706@gmail.com,,3rd Party Lead Gen
11103592,Inactive Investor,Stephen Fagas,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,stephen.fagas@lpl.com,,Salesforce
10958553,Inactive Investor,Patricia Cupello,,LPL Financial LLC Spencerport NY 39 Slayton Ave,patricia.cupello@lpl.com,,Salesforce
9561808,,John Yuen,,,john.yuen@gs.com,,List import
9589978,,Stephen Mumford,,,smumford@vffg.com,,List import
11058053,Inactive Investor,Csongor Simon-Benedek,,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,,,Salesforce
9569539,,Philippe Laffont,,,pl@coatue.com,,List import
10915374,Inactive Investor,Keenan Zehner,Financial Professional;Investment Advisor;President,Money Concepts Capital Corp Fort Myers FL 12535 New Brittany Blvd,kzehner@moneyconcepts.com,,Salesforce
10904416,Inactive Investor,Brooke Schernik,Financial Advisor,Edward Jones College Station TX 219 Rock Prairie Rd,brooke.schernik@edwardjones.com,,Salesforce
11205854,Inactive Investor,Michael Dierolf,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",michael.dierolf@ml.com,,Salesforce
11093859,Inactive Investor,Barb Fish,Financial Advisor,LPL Financial LLC Sioux Falls SD 234 N Sycamore Ave,barb.fish@lpl.com,,Salesforce
10618772,,Alan Nadolna,,,anadolna@lasallest.com,,List Import
9559008,,David Bentley,,,davidbentleydmb@outlook.com,,List import
10896095,Inactive Investor,Alexander Hackley,,LifeMark Securities Corp. Littleton CO 2305 E Arapahoe Rd,lhackley@lifemark.com,,Salesforce
11235822,Inactive Investor,Griffin Oehlers,Financial Advisor,Venture Visionary Partners LLC,goehlers@venturevp.com,,Salesforce
10826186,Inactive Investor,Jason Marshall,Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",jason.marshall1@wellsfargo.com,,Salesforce
11100085,Inactive Investor,Alison Gillhespy,,"Osaic Wealth, Inc. Grand Rapids MI 3333 Evergreen Dr NE",,,Salesforce
11110111,Inactive Investor,James Thompson,Chief Investment Officer;President,Bulwark Capital Corporation,jvthompson@bulwarkcap.com,,Salesforce
10774465,Inactive Investor,Karen McAndrew,Senior Registered Associate,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,,,Salesforce
11099202,Inactive Investor,John Steinke,Chief Compliance Officer;Managing Principal,GS Investment Inc,john@gsinvestments.com,,Salesforce
11149171,Inactive Investor,Philip Stern,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",,,Salesforce
9576546,,Joseph O'Shea,,,joshea@nationalsecurities.com,,List import
10890082,Inactive Investor,Edward Degeneffe,,"Equity Services, Inc. Peshtigo WI 160 N Ellis Ave",edegeneffe@nationallife.com,,Salesforce
373287,,Seth Edelstein,,[Unknown],sethedelstein@sbcglobal.net,,source
11176419,Inactive Investor,Joseph Dellutri,,Cetera Investment Services LLC Tampa FL 711 E Henderson Ave,joseph.dellutri@ceterais.com,,Salesforce
11137696,Inactive Investor,Brian Varel,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11155609,Inactive Investor,Nickelle Leist,,Park Avenue Securities LLC Austin TX 9101 Burnet Rd,nickelle_leist@glic.com,,Salesforce
10863282,Inactive Investor,Joseph Shaw,,"Raymond James Financial Services, Inc. Ellicott City MD 9151 Baltimore National Pike",joseph.shaw@raymondjames.com,,Salesforce
11046511,Inactive Investor,Zachary Dunning,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10788937,Inactive Investor,Brandie Friedline,,Fidelity Brokerage Services LLC,brandie.lord@fidelity.com,,Salesforce
9616702,,SICK WANG,,,jwang128@hotmail.com,,List import
11057402,Inactive Investor,Desmond Perry,,"TIAA-CREF Individual & Institutional Services, LLC Danbury CT Private Residence",desmond.perry@tiaa.org,,Salesforce
9607296,,Joseph Fechter,,,kemisone@gmail.com,,List import
374312,,Rich Epstein,,Rich Epstein,,516-486-0491,Salesforce
11077799,Inactive Investor,Austin Conway,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",austin.conway@ml.com,,Salesforce
10661549,,Michael Heatwole,,,mheatwole@thedalagroup.com,,List Import
10803503,Inactive Investor,Susan Orr,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",susan.orr@wellsfargoadvisors.com,,Salesforce
11046062,Inactive Investor,James Frevola,Financial Advisor,Commonwealth Financial Network Raleigh NC 5540 Centerview Dr,jfrevola@commonwealth.com,,Salesforce
11058299,Inactive Investor,Timothy Morris,Chief Compliance Officer;Managing Member,Zenith Wealth Management,,,Salesforce
10911105,Inactive Investor,Thomas Grace,,"U.S. Bancorp Investments, Inc. Cincinnati OH 425 Walnut St",,,Salesforce
11040958,Inactive Investor,Adrian Vande Guchte,Financial Advisor,Edward Jones Grand Ledge MI 1005 Charlevoix Dr,ren.vandeguchte@edwardjones.com,,Salesforce
10857032,Inactive Investor,Jeffrey Runyan,Investment Consultant,Wedbush Securities Inc. Beverly Hills CA 9301 Wilshire Blvd,jeffrey.runyan@wedbush.com,,Salesforce
10959782,Inactive Investor,David Sanders,,HSBC Securities (USA) Inc. Denver CO 1225 17th St,,,Salesforce
10956777,Inactive Investor,Pamela Pitts,Financial Advisor,LPL Financial LLC Collierville TN 3725 Hwy 196 S,pamela.pitts@lpl.com,,Salesforce
9551484,,Paul Howanitz,,,paul_howanitz@americancentury.com,,List import
10837149,Inactive Investor,Patrick Uding,Financial Advisor,Edward Jones Grayslake IL 33261 N US Hwy 45,pat.uding@edwardjones.com,,Salesforce
10487768,,Jeff Minucci,Wealth Advisor,"Securities America Advisors, Inc.",jminucci@navigationfinancial.com,,List Import
10905732,Inactive Investor,Sharon Pollard,,"Steward Partners Investment Solutions, LLC Andover MA 300 Brickstone Sq",sharon.pollard@stewardpartners.com,,Salesforce
10793610,Inactive Investor,Matthew Neff,Director - Advisor Services;Vice President,"Petersen Hastings Wealth Advisors, Inc.",mattn@petersenhastings.com,,Salesforce
222263,,James Chapman,,[Unknown],480house@gmail.com,,
10795815,Inactive Investor,Jeffery Frum,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",frumjw@wellsfargo.com,,Salesforce
9577063,,Thomas Copeland,,,tcope953@gmail.com,,List import
10970819,Inactive Investor,Jeremy Presley,,"Alexander Capital, L.P. Atlanta GA 9040 Roswell Rd",jpresley@alexandercapitallp.com,,Salesforce
10808859,Inactive Investor,Molly Rohrer,Branch Manager;Financial Advisor;Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,molly.oshaughnessy@morganstanley.com,,Salesforce
10868001,Inactive Investor,Marvin Brigman,President,Brigman Wealth Management Jacksonville FL 2258 Sandy Bay Ln,,,Salesforce
10884909,Inactive Investor,Edmund Hughes,,PNC Investments Arden NC 2351 Hendersonville Rd,edmund.hughes@pnc.com,,Salesforce
10987102,Inactive Investor,Alexander Mcgehee,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10803173,Inactive Investor,Scott Barnes,,"American Fidelity Securities, Inc.",scott_barnes@af-group.com,,Salesforce
10959786,Inactive Investor,Nicola Lykam,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11157320,Inactive Investor,John Gogolak,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",,,Salesforce
10954062,Inactive Investor,Steven Yee,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10932340,Inactive Investor,Abel Gizaw,Chief Investment Officer;Founder;Managing Member,"Gizaw Capital Management, LLC",,,Salesforce
11158457,Inactive Investor,Stephen Kanoy,,"First Citizens Investor Services, Inc.",stephen.kanoy@firstcitizens.com,,Salesforce
11095811,Inactive Investor,Brian Seaman,Chief Compliance Officer;Principal,"Capital Planning Group, LLC",brian@capitalplanninggroupllc.com,,Salesforce
11113979,Inactive Investor,Cono Spinelli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",cono_spinelli@ml.com,,Salesforce
11141880,Inactive Investor,Anna O'Connell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",anna_oconnell@ml.com,,Salesforce
11218416,,Patrick Mutsune,,,pmutsune@rwbaird.com,,List Import
10990022,Inactive Investor,Carlos Hernandez,,LPL Financial LLC San Diego CA 5414 Oberlin Dr,carlos.hernandez@lpl.com,,Salesforce
9612343,,Adam Boyer,,,adam.boyer@lseg.com,,List import
11084462,Inactive Investor,Spencer Mcgowan,Chief Operating Officer;President,"McGowan Group Asset Management, Inc. Dallas TX 200 Crescent Ct",spencerm@themcgowangroup.com,,Salesforce
56974,,Scott Daniels,"Principal, Financial and Operations  and CFO",Papamarkou Wellner Asset Management,sdaniels@papamarkou.com, +1 212 223 2020,
9576565,,Lorraine Allan,,,lorraineaallan@yahoo.co.uk,,List import
11052298,Inactive Investor,Eric Schlossberg,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10798803,Inactive Investor,Gary Weisner,Business Development Manager;Executive Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,gary.weisner@opco.com,,Salesforce
11064536,Inactive Investor,Nathaniel Ritterband,,"Raymond James & Associates, Inc.",nathaniel.ritterband@raymondjames.com,,Salesforce
9648322,,Tyrl Konks,,,tkonkel@gmail.com,,List import
9596108,,Joseph Foltz,,,jfoltz@bdfllc.com,,List import
10759354,Inactive Investor,Tina Kakunes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,tina.kakunes@fidelity.com,,Salesforce
11084856,Inactive Investor,Jennifer Kasper,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",,,Salesforce
11004733,Inactive Investor,Kevin Larson,Wealth Advisor,LPL Financial LLC New Ulm MN 100 N Minnesota St,kevin.larson@lpl.com,,Salesforce
10757232,Inactive Investor,Leah Smith,Registered Associate;Wealth Management Associate,Morgan Stanley Dublin OH 545 Metro Pl S,leah.heller@morganstanley.com,,Salesforce
11204654,Inactive Investor,Nadine Smellie,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,nsmellie@primerica.com,,Salesforce
10831684,Inactive Investor,Eric Fields,,Newbridge Securities Corporation Chicago IL 125 S Wacker Dr,efields@newbridgesecurities.com,,Salesforce
9567828,,Heidi Tillard,,,mail@tillardranch.com,,List import
347674,,Pamela Minish,Director,"Hooker & Holcombe Investment Advisors, Inc.",pminish@hhconsultants.com,860-521-8400,Manual List Upload
11052012,Inactive Investor,Nathan Thomas,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Weatherford TX 225 E Interstate 20,nathan.x.thomas@jpmorgan.com,,Salesforce
10953111,Inactive Investor,Mason Gorris,Investment Advisor Representative,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,mason.gorris@lpl.com,,Salesforce
10979229,Inactive Investor,Jacqueline Lares,Associate Wealth Advisor,"Wealth Architects, LLC",jacky@wealtharchitects.com,,Salesforce
10884183,Inactive Investor,Kelly Pham,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10757519,Inactive Investor,Mary Carruthers,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Redlands CA 1901 Orange Tree Ln",,,Salesforce
11141194,Inactive Investor,Tiffany Cote,Chief Compliance Officer;Operations Manager,B3 Wealth Strategies,,,Salesforce
11157648,Inactive Investor,Reggie Ritter,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hot Springs National Park AR 3954 Central Ave",reggie_ritter@ml.com,,Salesforce
9616335,,Tina Ellington,,,tje247365@gmx.com,,List import
9549787,,Stephen Lorence,,,slorence@savantcapital.com,,List import
9617547,,John Hatherly,,,jhatherly@wynnchurch.com,,List import
10900510,Inactive Investor,Stephanie Farella,,Jefferies LLC,sfarella@jefferies.com,,Salesforce
9622972,,alex zuo,,,zuochangbai@gmail.com,,List import
10907815,Inactive Investor,Gilberto Alvarez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Angeles CA 355 S Grand Ave",gilbert.alvarez@schwab.com,,Salesforce
11136455,Inactive Investor,Margaret Anderson,,Interactive Brokers LLC Chicago IL 209 S La Salle St,manderson@interactivebrokers.com,,Salesforce
10948811,Inactive Investor,Mariah Reed,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,mariah.reed@fidelity.com,,Salesforce
10842972,Inactive Investor,Kevin Carpenter,Advisor,Edward Jones Lees Summit MO 500 SW Market St,kevin.carpenter@edwardjones.com,,Salesforce
11211257,Inactive Investor,Jerad Chao,Senior Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",jerad.chao@wellsfargo.com,,Salesforce
11211061,Inactive Investor,Linda Mahony,,"American Portfolios Financial Services, Inc. Brewster NY 38 Starr Ridge Rd",lmahony@americanportfolios.com,,Salesforce
11155703,Inactive Investor,Jean Kim,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,kkim03@ft.newyorklife.com,,Salesforce
11010326,Inactive Investor,James Arthur,,PFS Investments Inc. Orange CA 2230 W Chapman Ave,ajames@primerica.com,,Salesforce
9578686,,Marguerite Fagan-Whitmore,,,marguerite.fagan-whitmore@captrustadvisors.com,,List import
11074823,Inactive Investor,Markham Broyhill,Chairman;Owner,"Broyhill Asset Management, LLC Lenoir NC 800 Hickory Blvd SW",hunt@broyhillasset.com,,Salesforce
10806659,Inactive Investor,Ullanda Hill,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 5470 S Central Blvd",,,Salesforce
11030779,Inactive Investor,Michael Massa,Financial Advisor,"Equitable Advisors, LLC Hamden CT 3074 Whitney Ave",michael.massa@equitable.com,,Salesforce
10836231,Inactive Investor,Frederick Farnsworth,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,fdfarnsworth@rockco.com,,Salesforce
10832769,Inactive Investor,Frank Zaccardo,Financial Advisor,LPL Financial LLC Plano TX 5048 Tennyson Pkwy,frank.zaccardo@lpl.com,,Salesforce
10778708,Inactive Investor,Arthur Buys,Financial Advisor,"Wells Fargo Clearing Services, LLC Holland MI 321 Settlers Rd",arthur.buys@wellsfargoadvisors.com,,Salesforce
10881835,Inactive Investor,Anson Cottle,Chief Operating Officer;Co-Founder;Director - Operations;Founding Partner;Member;Partner,Momentum Wealth Management,garrett@momentumwealth.us,,Salesforce
2404979,,Hari Shankar ????? ?????,,,vpntunnel2021@protonmail.com,,
533,,,,,denise855@sina.com,,
11219605,,Sonja Reed,,,sreed@aamlive.com,,Other
11186783,Inactive Investor,Ryan Oster,Regional Leader,PFS Investments Inc. Cranberry Township PA 319 Thomas Park Dr,ryan.oster@primerica.com,,Salesforce
11088752,Inactive Investor,David Sheppard,Investment Advisor Representative,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",david.sheppard@voyafa.com,,Salesforce
11090407,Inactive Investor,Loredana Schwartz,Chief Compliance Officer,"Alpha Capital Family Office, LLC",lori.napodano@acfamilyoffice.com,,Salesforce
371243,,Rakesh Mehta,,[Unknown],rockymehta@gtpartners.biz,,Salesforce
11006806,Inactive Investor,Pedro Papadelis,,EFG Capital International,,,Salesforce
10978974,Inactive Investor,Cecilia Martinez Fresneda,,Creand Securities,,,Salesforce
11010861,Inactive Investor,Colin St. Pierre,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",colin.st-pierre@prudential.com,,Salesforce
9550997,,Jason Busell,,,jason.busell@numerus-llc.com,,
11082013,Inactive Investor,Corey Boerner,,"Ameritas Investment Company, LLC Salisbury MD 208 W Main St",corey.boerner@ameritas.com,,Salesforce
10992293,Inactive Investor,Jacob Miller,,J.P. Morgan Securities LLC Cornelius NC 19501 Jetton Rd,jacob.miller@chase.com,,Salesforce
11083836,Inactive Investor,Justine Purvis,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
10817473,Inactive Investor,Jeffrey Gilman,Financial Advisor,LPL Financial LLC Buffalo Grove IL Private Residence,jeffrey.gilman@lpl.com,,Salesforce
10828510,Inactive Investor,Jeff Auwinger,Financial Advisor;Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,jeff.auwinger@morganstanley.com,,Salesforce
10806178,Inactive Investor,Devon Cooney,,Commonwealth Financial Network Worcester MA 370 Main St,dcooney@commonwealth.com,,Salesforce
11129728,Inactive Investor,Shane Theriot,Financial Advisor,Edward Jones Katy TX 633 E Fernhurst Dr,shane.theriot@edwardjones.com,,Salesforce
10861679,Inactive Investor,Erik Hansen,Financial Advisor,Edward Jones Lansing MI 4911 W St Joe Hwy,erik.hansen@edwardjones.com,,Salesforce
11196545,Inactive Investor,Michael Guelcher,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
10759558,Inactive Investor,Jeffrey Dikeman,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",jeff.dikeman@wellsfargoadvisors.com,,Salesforce
11007911,Inactive Investor,Dajana Zefi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9557118,,Travon Sexton,,,travon.sexton@cambridgesecure.com,,List import
10814092,Inactive Investor,Patrick Thibert,Financial Advisor,Edward Jones Thief River Falls MN 215 Brooks Ave N,patrick.thibert@edwardjones.com,,Salesforce
10786614,Inactive Investor,Ryan Shaw,,Cetera Advisors LLC Waterloo IA 816 Tower Park Dr,ryan.shaw@ceteraadvisors.com,,Salesforce
11087413,Inactive Investor,Mark Reichhelm,Financial Advisor,LPL Financial LLC Incline Village NV 1565 Pinecone Cir,mark.reichhelm@lpl.com,,Salesforce
9625812,,Valentin Kukucka,,,valentinkukucka77@gmail.com,,List import
10983948,Inactive Investor,Jared Cranston,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",jared.cranston@cunamutual.com,,Salesforce
9643306,,Derek Smashey,,,smashey@hotmail.com,,List import
10834992,Inactive Investor,Richard Wright,Partner;Wealth Management Advisor,"Bleakley Financial Group, LLC",richard.wright@bleakley.com,,Salesforce
10841398,Inactive Investor,Desiree Reil,,"Raymond James & Associates, Inc. Mount Laurel NJ 1015 Briggs Rd",desiree.reil@raymondjames.com,,Salesforce
10905048,Inactive Investor,Todd Appel,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,todd.appel@primerica.com,,Salesforce
10644116,,Paul Kubasiak,,,paul.kubasiak@tiaa.org,,List Import
11119789,Inactive Investor,Grant Torres,Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2600 Michelson Dr",grant.torres@ampf.com,,Salesforce
10850413,Inactive Investor,Shirley Pettey,Financial Advisor,Edward Jones Kenai AK 215 Fidalgo Ave,glenese.pettey@edwardjones.com,,Salesforce
10833716,Inactive Investor,Christopher Harvey,Financial Advisor,"Ameriprise Financial Services, LLC Leesburg VA 113 E Market St",chris.harvey@ampf.com,,Salesforce
11046769,Inactive Investor,Kenneth Williams,,"SunStreet Securities, LLC Kirkland WA 11335 NE 122nd Way",,,Salesforce
9564404,,Michael Hastings,,,mhastings@ayco.com,,List import
10988609,Inactive Investor,Alana Chan,,J.P. Morgan Securities LLC Ridgewood NY 71-04 Woodhaven Blvd,alana.chan@jpmorgan.com,,Salesforce
10806894,Inactive Investor,Robert Johnson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",,,Salesforce
11255094,Inactive Investor,William Evans,Wealth Advisor,Asset Advisors,wevans@assetadvisors.com,,Salesforce
10952447,Inactive Investor,Tyler Cain,Registered Client Associate,"RBC Capital Markets, LLC Boston MA 53 State St",tyler.cain@rbc.com,,Salesforce
10853166,Inactive Investor,Timothy Gaigals,Financial Advisor;Member;Principal;Senior Vice President,"TFB Advisors, LLC",tim@taxfavoredbenefits.com,,Salesforce
10821884,Inactive Investor,Charles Stewart,Private Wealth Manager,Commonwealth Financial Network Minneapolis MN 7900 International Dr,cstewart@commonwealth.com,,Salesforce
10991870,Inactive Investor,Ling Li,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",,,Salesforce
10836438,Inactive Investor,Jonathan Aumann,Financial Advisor,Edward Jones Shawano WI 205 W Green Bay St,jon.aumann@edwardjones.com,,Salesforce
147933,,David Robb,,[Unknown],drobb@frontierg.com,,Initial Salesforce Import
11229959,Inactive Investor,Scottie Gordon,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,sjgordon@ft.newyorklife.com,,Salesforce
1001655,Inactive Investor,Annie Foster Freedland,Principal,Harper Foster Family Advisory,annie.freedland@gmail.com, +1 949 484 9080,Initial Salesforce Import
11058673,Inactive Investor,Kristi Montgomery,,"Raymond James Financial Services, Inc. Mattoon IL 1317 Charleston Ave",kristi.montgomery@raymondjames.com,,Salesforce
10888432,Inactive Investor,Joseph Supina,,"LaSalle St Securities, L.L.C.",jsupina@lasallest.com,,Salesforce
9546796,,Ivan Jevremovi?,,,ivan@illumineim.com,,List import
11181786,Inactive Investor,Jessie Tran,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",jessie.tran@tfaconnect.com,,Salesforce
11079073,Inactive Investor,Gay Mattei,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",gay.mattei@nm.com,,Salesforce
11146380,Inactive Investor,Marty Shobert,,"Bernardi Securities, Inc.",mshobert@bernardisecurities.com,,Salesforce
5998983,,yyut dara,,,redoha8220@cnxcoin.com,,Web Form Fillout
9639673,,Michael Ide,,,mi@bourneparkcapital.com,,List import
11017829,Inactive Investor,David Hendershott,Account Executive,Brookwood Investment Group Pasadena CA Private Residence,david.hendershott@brookwoodinvestmentgroup.com,,Salesforce
11051457,Inactive Investor,Miriam Coffey,Assistant Vice President;Wealth Management Associate,Morgan Stanley Boston MA 28 State St,miriam.coffey@morganstanley.com,,Salesforce
11230440,Inactive Investor,Tibet Bireley,,NYLIFE Securities LLC Irmo SC 7320 College St,tlbireley@ft.newyorklife.com,,Salesforce
11010765,Inactive Investor,Melissa Smolen,,LPL Financial LLC Clifton Park NY Private Residence,melissa.smolen@lpl.com,,Salesforce
11023792,Inactive Investor,Steven Morgan,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,smorgan@ft.newyorklife.com,,Salesforce
10930792,Inactive Investor,Angelo Marino,,D.A. Davidson & Co. Powell OH 3773 Attucks Dr,,,Salesforce
11054548,Inactive Investor,Milana Cato,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10876813,Inactive Investor,Hope Anhut,Investment Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,hope.anhut@jpmorgan.com,,Salesforce
10904237,Inactive Investor,Godwin Clarke,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,godwin.clarke@primerica.com,,Salesforce
11141986,Inactive Investor,Zadie Ramirez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
93624,,Joshua Boone,,United States,jbandboonie@gmail.com,,
10771721,Inactive Investor,Kelly Chimera,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",kelly.chimera@ml.com,,Salesforce
11136858,Inactive Investor,Irene Hrisikopoulos,,UBS Financial Services Inc. Portsmouth NH 40 Congress St,irene.hrisikopoulos@ubs.com,,Salesforce
9640972,,Corby Mastalir,,,cmastalir@prairiewealthadvisors.com,,List import
11180468,Inactive Investor,Zachery Economos,,"W&S Brokerage Services, Inc. Monaca PA 3468 Brodhead Rd",zacheryh.economos@wslife.com,,Salesforce
10755195,Inactive Investor,Cory Robbins,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",cory.robbins@rbc.com,,Salesforce
11081185,Inactive Investor,Steven Kampwerth,,"Lion Street Financial, LLC",skampwerth@lionstreet.com,,Salesforce
10810392,Inactive Investor,Glen Strauss,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",gstrauss@sanctuarywealth.com,,Salesforce
11099575,Inactive Investor,James Eckley,Financial Advisor,"Hardworking Capital Advisors, LLC Ventura CA 950 County Square Dr",jeckley@hardworkingcapital.com,,Salesforce
178812,,Maria do Socorro Marques Leite Alves,Director,[Unknown],socorroleite@funcasal.com.br, +55 (0)82 3221 3134,Database Upload
10903561,Inactive Investor,David Stevens,,Sigma Financial Corporation Costa Mesa CA 940 S Coast Dr,,,Salesforce
9607555,,Michael Gray,,,mike@shearerinvest.com,,List import
10759522,Inactive Investor,William Bulick,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",william_g_bulick@ml.com,,Salesforce
10835058,Inactive Investor,Andrew Siegel,,"Raymond James & Associates, Inc. Paradise Valley AZ 8501 N Scottsdale Rd",andrew.siegel@raymondjames.com,,Salesforce
10990104,Inactive Investor,Jonathan Walls,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",jon.walls@nm.com,,Salesforce
11005741,Inactive Investor,Sarah Gritzmacher,,"Midwestern Securities Trading Company, LLC",sgritzmacher@midwesternsecurities.com,,Salesforce
9554229,,Yulien Brenlla,,,yulien.brenlla@suntrust.com,,List import
11234656,Inactive Investor,John Mazza,Financial Advisor;Senior Vice President,Morgan Stanley,,,Salesforce
11076935,Inactive Investor,Kenneth Sprague,Financial Advisor;First Vice President - Investments;Investment Officer;Senior Vice President - Investments;Vice President,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",andrew.sprague@wellsfargoadvisors.com,,Salesforce
10658029,,Kenneth Hintz,,,khintz@primerica.com,,List Import
11157670,Inactive Investor,Janell Denk,,CPR Investments Inc Portland OR 3650 SW 93rd Ave,janell.denk@cprinvestmentsinc.com,,Salesforce
11040876,Inactive Investor,Craig Kinard,Financial Advisor;Managing Director,UBS Financial Services Inc. Denver CO 4600 S Ulster St,craig.kinard@ubs.com,,Salesforce
9594329,,Ruy Nagano,,,ruynagano@gmail.com,,List import
9571447,,Douglas Russell,,,douglas.russell@53.com,,List import
11067643,Inactive Investor,Francisco Ibarra,,"D.H. Hill Securities, LLLP",fibarra@dhhill.com,,Salesforce
10925173,Inactive Investor,Ben Curcio,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",ben.curcio@tiaa.org,,Salesforce
9585002,,Gloria Homans,,,ghomans@sagepointadvisor.com,,List import
11133095,Inactive Investor,Michael Elcock,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,michael_elcock@glic.com,,Salesforce
11208090,Inactive Investor,James Dunn,,"Farmers Financial Solutions, LLC Dupont WA 1408 Palisade Blvd",jdunn@farmersagent.com,,Salesforce
11016429,Inactive Investor,Danielle Marshall,Financial Advisor,Edward Jones Wheaton IL 1749 S Naperville Rd,danielle.ferrari@edwardjones.com,,Salesforce
11037241,Inactive Investor,Janet Andres,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Honolulu HI 733 Bishop St,janet.andres@morganstanley.com,,Salesforce
11184947,Inactive Investor,Heather Rogers,,"Truist Investment Services, Inc. Hixson TN 1969 Northpoint Blvd",heather.rogers@truist.com,,Salesforce
128833,,Mariah Pelletier,,"Steward Partners Investment Advisory, Llc",mariah.pelletier@stewardpartners.com,,
11147605,Inactive Investor,Taylor Warden,,Independent Brokerage Solutions LLC Manchester NH 670 N Commercial St,,,Salesforce
9554653,,Michael Lu,,,luminghong@gmail.com,,List import
10645328,,Nickolas Kepler,,,nickolas.r.kepler@wellsfargo.com,,List Import
10981812,Inactive Investor,Victoria Villarreal,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",victoria.villarreal@nm.com,,Salesforce
10984279,Inactive Investor,Ian O'Brien,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",ian.o-brien@schwab.com,,Salesforce
9557289,,Paul Bridges,,,pbridges@massmutual.com,,List import
11191338,Inactive Investor,Gilberto Castro,Family Wealth Advisor;Financial Advisor;International Client Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,gilberto.castro@morganstanley.com,,Salesforce
10617909,,Eric Kenney,,,ekenney@ml.com,,List Import
11079170,Inactive Investor,Kelia Coffey,Client Advisor;Director,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",kelia.coffey@alex-brown.com,,Salesforce
11198669,Inactive Investor,Raymond Attisano,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",raymond.attisano@ml.com,,Salesforce
186249,,Afzal Kapasi,,[Unknown],akapasi@outlook.com,,source
11080643,Inactive Investor,Kristen Burke,,"Equitable Advisors, LLC Stamford CT 1266 E Main St",kristen.burke@equitable.com,,Salesforce
10911556,Inactive Investor,Martin Ortiz,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,martin.ortiz@primerica.com,,Salesforce
9646229,,Hannah Chiang,,,hchiang@dsmcapital.com,,List import
11032814,Inactive Investor,Julius Eldridge,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Florence SC 1452 W Evans St",jule.eldridge@raymondjames.com,,Salesforce
10805837,Inactive Investor,Ronald Kruszewski,Chairman;Chief Executive Officer;President,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11068395,Inactive Investor,Joseph Tassiello,Financial Advisor;Financial Professional;Representative,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",joseph.tassiello@equitable.com,,Salesforce
9626897,,kelsi langosh,,,kelsilangosh@tapi.re,,List import
11174785,Inactive Investor,Nicholas Delbrook,,William Blair Atlanta GA 3060 Peachtree Rd NW,ndelbrook@williamblair.com,,Salesforce
11046921,Inactive Investor,Michael Wiseman,,Stonex Securities Inc. Hermitage PA 3545 E State St,,,Salesforce
9608105,,Joseph Bryan,,,ethanjames0307@outlook.com,,List import
10912043,Inactive Investor,William Rhodes,Investment Executive,"Fifth Third Securities, Inc. Charlotte NC 8601 J M Keynes Dr",william.rhodes@53.com,,Salesforce
10885146,Inactive Investor,Gregory Swanson,Senior Client Advisor,ASI Wealth Management & Consulting Services Seattle WA 1700 7th Ave,,,Salesforce
10990811,Inactive Investor,Derrick Johnson,,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,,,Salesforce
10791655,Inactive Investor,Janet Mabry,,"Steward Partners Investment Solutions, LLC Fort Collins CO 2950 E Harmony Rd",janet.mabry@stewardpartners.com,,Salesforce
11195301,Inactive Investor,John Hanson,,"The Leaders Group, Inc.",,,Salesforce
206283,,Frank Yang,,[Unknown],yangfranky@gmail.com,,
144890,,Christine Podgorny,,"Fifth Third Securities, Inc.",christine.podgorny@53.com,219-663-0865,
10911863,Inactive Investor,Michael Scott,Senior Relationship Manager - Private Client,TD Private Client Wealth LLC Portland ME 1 Portland Sq,michael.scott@td.com,,Salesforce
11069634,Inactive Investor,Steven Heineman,,Leerink Partners LLC,steven.heineman@leerink.com,,Salesforce
10762636,Inactive Investor,Robert Andrews,Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,robert.andrews@ubs.com,,Salesforce
9588427,,Greg Stretton,,,gstretton@yahoo.co.uk,,List import
223251,,Chris Traynor,Sales Admin,Konica Minolta,ctraynor1219@gmail.com,,
10812408,Inactive Investor,Jo Martin Barry,,"Wells Fargo Clearing Services, LLC Goodyear AZ 1050 N Estrella Pkwy",jo.a.martin@wellsfargo.com,,Salesforce
10646281,,Richard Levine,,,richard.levine@lpl.com,,List Import
9559236,,David Walsh,,,david.walsh@voyafa.com,,List import
9584557,,David Hauck,,,dhauck@hgk.com,,List import
9550084,,Stephen Smith,,,ssmith@suvcap.com,,List import
10813795,Inactive Investor,Donna Bartelotti,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",donna.bartelotti@ml.com,,Salesforce
10791163,Inactive Investor,Kyle Rotthoff,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kyle_rotthoff@vanguard.com,,Salesforce
11031629,Inactive Investor,John Hoogenboom,,"Cambridge Investment Research, Inc. Bozeman MT 1001 Oak St",john@hoogenboomwealth.com,,Salesforce
9641318,,Corey Jackson,,,axjax76@yahoo.com,,List import
9612706,,Brian Schuster,,,bschuster@greatlakesadvisors.com,,List import
9589037,,Joseph Davidson,,,joseph.davidson@fulcrumasset.com,,List import
10939440,Inactive Investor,Jennifer Dicandido,Associate,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,jennifer.dicandido@jpmorgan.com,,Salesforce
11057206,Inactive Investor,Joseph Silk,Managing Director;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",joseph.silk@ustrust.com,,Salesforce
208972,,Annarose Wampner,,Wampner Mgmt.,kinspiritu@bellsouth.net,12395998567,
9596480,,Mike Yeates,,,mike.yeates@gmail.com,,List import
11222619,,Matthew Fitch,,,mfitch@greatvalleyadvisors.com,,List Import
11109979,Inactive Investor,Michelle Anderson,Financial Services Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
120237,,Craig Jaffe,"Senior Wealth Advisor, Vice President",Goldman Sachs Personal Financial Management,craig.jaffe@unitedcp.com,561-362-7850,
11072087,Inactive Investor,Matthew Baculik,Financial Advisor,Edward Jones Waynesburg PA 3157 Mount Morris Rd,matthew.baculik@edwardjones.com,,Salesforce
11007875,Inactive Investor,Margot Tubul,,Key Investment Services LLC Suffern NY 59 Rte 59,margot.tubul@key.com,,Salesforce
11065728,Inactive Investor,Marco Rivera Manrique,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9546859,,Taylor Brown,,,tbrown@bridgeworthfinancial.com,,List import
10988346,Inactive Investor,Andrew Wills,Financial Advisor,The Huntington Investment Company Zanesville OH 2801 Maple Ave,andrew.wills@huntington.com,,Salesforce
9566359,,Charles G,,,charles3@mail.com,,List import
10775648,Inactive Investor,Tyler Matthews,Financial Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,tyler.matthews@ubs.com,,Salesforce
11164952,Inactive Investor,Cameron Fraker,Financial Advisor,LPL Financial LLC Englewood CO 5299 DTC Blvd,cameron.fraker@lpl.com,,Salesforce
11189662,Inactive Investor,David Burnett,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",david.burnett@nm.com,,Salesforce
9643750,,Marty Ade,,,ncktools@yahoo.com,,List import
11076995,Inactive Investor,Tina Palazzo,,Key Investment Services LLC Rochester NY 3177 Latta Rd,tina_n_palazzo@keybank.com,,Salesforce
9626716,,David Botwinick,,,david.botwinick@lpl.com,,List import
11152383,Inactive Investor,Martin Laukoter,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,marty.laukoter@fidelity.com,,Salesforce
10976221,Inactive Investor,Cheick-Oumar Toure,,Citigroup Global Markets Inc.,,,Salesforce
10980113,Inactive Investor,Matthew Williams,,State Farm VP Management Corp. Brownwood TX 2607 Hwy 377 S,matthew.williams.erwj@statefarm.com,,Salesforce
11139032,Inactive Investor,Ellen Schriver,,LPL Financial LLC San Diego CA 4707 Executive Dr,ellen.schriver@lpl.com,,Salesforce
10929863,Inactive Investor,Michael Demeyere,Chief Compliance Officer;Managing Member;Owner,"Summit Wealth Strategies Group, LLC",,,Salesforce
11180066,Inactive Investor,Monique Herrera-Chalker,,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,monique.herrera-chalker@lpl.com,,Salesforce
11181249,Inactive Investor,William Nannen,Investment Consultant;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,william.j.nannen@morganstanley.com,,Salesforce
11061476,Inactive Investor,John Wetterau,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
9591716,,Farah Usama,,,farahusama12@gmail.com,,List import
372966,,richard hall,,[Unknown],richardhall2001@msn.com,,source
10912881,Inactive Investor,William Gribble,,LPL Financial LLC Des Moines WA Private Residence,william.gribble@lpl.com,,Salesforce
9620226,,oldemar artavia,,,oldemar2017@gmail.com,,List import
9563031,,PABLO BUENO,,,pablobueno01@hotmail.com,,List import
10972014,Inactive Investor,Nicholas Morey,,Cetera Advisor Networks LLC San Antonio TX 8000 IH 10 W,,,Salesforce
9634530,,Samantha Hanzlik,,,samanthah@wealthfirm.info,,List import
9639073,,Lars Andersson,,,lars.andersson@siriusgroup.com,,List import
10826503,Inactive Investor,Michael Martone,,"Cadaret, Grant & Co., Inc. Hawthorne NY 7 Skyline Dr",mmartone@cadaretgrant.com,,Salesforce
11112470,Inactive Investor,Mathew Valentine,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,mathew.valentine@opco.com,,Salesforce
9562964,,Edward Cochran,,,edcochran@hotmail.com,,List import
10993561,Inactive Investor,Dakota Niedermeier,,"Kestra Investment Services, LLC Lutherville Timonium MD 16 Greenmeadow Dr",,,Salesforce
10901521,Inactive Investor,Paul Kim,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",paul.kim1@usbank.com,,Salesforce
10830551,Inactive Investor,Michael Saunders,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,,,Salesforce
10835419,Inactive Investor,Scott Hill,,LPL Financial LLC Cincinnati OH Private Residence,scott.hill@lpl.com,,Salesforce
10928178,Inactive Investor,Gary Sickles,Chief Executive Officer;Founder;Managing Member,"Safe Harbor Wealth Management, LLC",gary@safeharborrg.com,,Salesforce
9599333,,Joanna Hooten,,,jnh77@hotmail.com,,List import
349580,,Patrick Leung,Director,Blackrock (singapore) Limited,patrick.leung@blackrock.com,656-411-3000,Manual List Upload
11032205,Inactive Investor,Robert Ziliak,Board of Directors;Chief Solutions Officer,"Buckingham Strategic Partners, LLC",rziliak@bamadvisor.com,,Salesforce
11169743,Inactive Investor,Richard Looney,First Vice President - Investments,Davenport & Company LLC,rlooney@investdavenport.com,,Salesforce
10781155,Inactive Investor,Matt Heimann,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
228689,, -,,[[Unknown]],514064323@qq.com,,
10876203,Inactive Investor,Croft Meeker,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",croft.meeker@ml.com,,Salesforce
10832616,Inactive Investor,Christian Dulay,Executive Director,UBS Financial Services Inc.,christian.dulay@ubs.com,,Salesforce
10875312,Inactive Investor,Yun Sum Fung,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fremont CA 39300 Fremont Blvd",yunsum.fung@ml.com,,Salesforce
11191768,Inactive Investor,John McClelland,,"Allstate Financial Services, LLC Gaithersburg MD 105 Washington Grove Ln",johnmcclelland@allstate.com,,Salesforce
341324,,Richard Wandoff,"Managing Partner, Manager",Blue Sea Capital Llc,rwandoff@blueseacapital.com,561-655-8400,Manual List Upload
11043281,Inactive Investor,Randy Carlson,,"Wilson-Davis & Co., Inc.",rcarlson@wdco.com,,Salesforce
11027532,Inactive Investor,Brayden Naef,,"Osaic Wealth, Inc. Brookfield WI 16655 W Bluemound Rd",,,Salesforce
10959450,Inactive Investor,Katie Brewer,Chief Compliance Officer;Managing Member;President,Your Richest Life,katie@yrlplanning.com,,Salesforce
10901679,Inactive Investor,Matthew Haberlach,,Evercore Group L.L.C.,matthew.haberlach@evercore.com,,Salesforce
10762256,Inactive Investor,David Giulieri,Financial Advisor;Managing Director;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,david.l.giulieri@morganstanley.com,,Salesforce
10866440,Inactive Investor,David Drummond,,"CFD Investments, Inc. North Canton OH 1409 Portage St NW",david.drummond@cfdinvestments.com,,Salesforce
9572524,,Nim Drechsler,,,nim.drechsler@surveyor-capital.com,,List import
11125959,Inactive Investor,Marcia Parker,,"Avantax Investment Services, Inc. Myrtle Beach SC 1551 21st Ave N",marcia.parker@myavantax.com,,Salesforce
11025329,Inactive Investor,Philip Renison,,"Concourse Financial Group Securities, Inc. Naples FL 4524 Silver Fox Dr",philip.renison@concoursefinancial.com,,Salesforce
10962667,Inactive Investor,David Baker,Financial Advisor,Edward Jones Columbus OH 2378 E Main St,,,Salesforce
11200464,Inactive Investor,Jeffery Ottosen,Chief Operating Officer;Chief Operations Officer;Director;President;Secretary;Shareholder,"Midwest Professional Planners, Ltd.",ottosen@mpplplan.com,,Salesforce
10944636,Inactive Investor,Edward Hendricks,,"Osaic Wealth, Inc. Reno NV 190 W Huffaker Ln",,,Salesforce
10818276,Inactive Investor,Kelly Sprecher,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kelly_norton@vanguard.com,,Salesforce
122060,,Nathan Trenholm,,"Per Stirling Capital Management, LLC",ntrenholm@perstirling.com,512-623-4041,
10788071,Inactive Investor,Lisa Boris,,"Truist Investment Services, Inc. Virginia Beach VA 711 1st Colonial Rd",lisa.boris@truist.com,,Salesforce
11124440,Inactive Investor,Matthew Berry,,J.P. Morgan Securities LLC San Jose CA 555 W Capitol Expy,,,Salesforce
10896741,Inactive Investor,Matthew Marino,Financial Advisor;Senior Vice President,Morgan Stanley Miami Beach FL 1691 Michigan Ave,matthew.marino@morganstanley.com,,Salesforce
11045651,Inactive Investor,Anthony Manning,,LPL Financial LLC Edmond OK Private Residence,anthony.manning@lpl.com,,Salesforce
9604981,,Andrew Hogan,,,ahogan@veritablelp.com,,List import
11144990,Inactive Investor,Thomas Riley,Financial Advisor;Wealth Planner,"Legacy Advisors, LLC",triley@legacyadvice.com,,Salesforce
51323,,Joshua Smith,"Advisor, Manager - Financial Services","Pruco Securities, LLC.",joshua.smith@prudential.com,813-520-4104,
11133486,Inactive Investor,Christopher Godosky,,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10760060,Inactive Investor,Joseph Balsamo,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",joseph_balsamo@ml.com,,Salesforce
11221474,,Adam McBride,,,amcbride@chesman.com,,List Import
9637918,,Richard Whitehead,,,richard.whitehead@dartcapital.co.uk,,List import
9559829,,Mark Kay,,,mark.kay@securitiesamerica.com,,List import
1004158,Inactive Investor,Lauren Musto,,Lauren Musto,lauren.melissa.musto@gmail.com,,3rd Party Lead Gen
10935504,Inactive Investor,Avery Tully,Financial Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,avery.tully@wellsfargoadvisors.com,,Salesforce
10928137,Inactive Investor,Alex Marusarz,Financial Advisor,LPL Financial LLC Oak Brook IL 1220 Kensington Rd,alex.marusarz@lpl.com,,Salesforce
11115531,Inactive Investor,Edward Murphy,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",ed.murphy@wfafinet.com,,Salesforce
9642778,,Cassandra Barrow,,,andersonbarrow@hotmail.com,,List import
353104,,Stephanie Bader,Associate,Citi,stephanie.bader@citi.com,,Event
11205567,Inactive Investor,Kayson Gregg,,J.P. Morgan Securities LLC Lilburn GA 4081 Stone Mountain Hwy,kayson.gregg@chase.com,,Salesforce
10596506,,Samuel Hulen,,,samuel.hulen@raymondjames.com,,Web Form Fillout
11254562,Inactive Investor,Michelle Becerra Mok,,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,michelle.becerra.mok@morganstanley.com,,Salesforce
9600093,,Varun Kasi,,,vkasisomayajula@gmail.com,,List import
11045629,Inactive Investor,Dean Gray,,Jefferies LLC,dgray@jefferies.com,,Salesforce
9575474,,Ligia De La Cruz,,,delacruzaquinol@gmail.com,,List import
2648638,,Hanna Yang,,,sheep@bloomingbit.io,,
11270259,,Li Ying Chua,,,liying.chua@spglobal.com,,Web Form Fillout
10791093,Inactive Investor,Valerie Cutaia,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",valerie.cutaia@schwab.com,,Salesforce
11140178,Inactive Investor,John Peters,,Cetera Investment Services LLC Milan IL 2009 10th Ave E,john.peters@ceterais.com,,Salesforce
9624439,,Brian Roberts,,,4771yachtct@gmail.com,,List import
11165091,Inactive Investor,Gary Bernard,Financial Professional,"Equitable Advisors, LLC Clearwater FL Private Residence",gary.bernard@equitable.com,,Salesforce
11192284,Inactive Investor,Austin Smith,Chief Investment Officer,"Schulz Wealth, Ltd.",austin.smith@schulzwealth.com,,Salesforce
11034088,Inactive Investor,Chesley Erickson,Financial Consultant,Trek Financial Salt Lake City UT 375 S 300 W,chesley@trekfinancial.com,,Salesforce
11141105,Inactive Investor,Stephen Whitman,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Carlsbad CA 5796 Armada Dr,stephen.whitman@morganstanley.com,,Salesforce
9540491,,MOPS MOPS,,HBK,mops@hbk.com,,List Import
10980679,Inactive Investor,Jameson Thon,GSP;President,Colorado Financial Service Corporation,,,Salesforce
9604785,,Mehdi Agapoor,,,mahdiagapoor1356@gmail.com,,List import
10893021,Inactive Investor,Kimberly Herrera,Financial Advisor;Regional Director,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",kimberly.herrera@prudential.com,,Salesforce
11148022,Inactive Investor,Lawrence Grzybek,Financial Advisor,Edward Jones Crystal Lake IL 407 E Terra Cotta Ave,lawrence.grzybek@edwardjones.com,,Salesforce
10779540,Inactive Investor,Karen Johnson,Complex Risk Officer;First Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,karen.saunders@morganstanley.com,,Salesforce
11230127,Inactive Investor,Stephen Whitted,,NYLIFE Securities LLC Frederick MD 5283 Corporate Dr,sewhitted@ft.newyorklife.com,,Salesforce
10908883,Inactive Investor,Theresa White,,"Cambridge Investment Research, Inc. Reston VA 1818 Library St",,,Salesforce
212142,,Praveen Khilnani,,Avantax,praveengrk@yahoo.com,,
10905758,Inactive Investor,Romeo Mercado,,Money Concepts Capital Corp Watkinsville GA 1551 Jennings Mill Rd,rmercado@moneyconcepts.com,,Salesforce
10770612,Inactive Investor,Justin Burdo,Associate Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",justin.burdo@wellsfargoadvisors.com,,Salesforce
11077413,Inactive Investor,Holden Marshall,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",holden.marshall@ml.com,,Salesforce
9589878,,Matthew Lang,,,mrlang12@protonmail.com,,List import
10923719,Inactive Investor,Elena Longoria,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",elena.longoria@ml.com,,Salesforce
10879576,Inactive Investor,Kathleen Hedges,Financial Advisor,Hamilton Capital,kmh@hamiltoncapital.com,,Salesforce
11133892,Inactive Investor,Robert Peirce,,"Mutual of Omaha Investor Services, Inc. Albuquerque NM Private Residence",bob.peirce@mutualofomaha.com,,Salesforce
11170672,Inactive Investor,Grace Pena,Wealth Planning Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,grace.pena@ubs.com,,Salesforce
350927,,BRIAN QUINN,,"Ifg Advisory, Llc",brian@planforretirement.com,770-353-6331,Manual List Upload
10828820,Inactive Investor,Steven Horky,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,steven.horky@ubs.com,,Salesforce
164496,,mine mollard,,[Unknown],jamesmgill70@gmail.com,,Direct
10818090,Inactive Investor,Alejandro Jimenez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",alex.jim@ml.com,,Salesforce
10922122,Inactive Investor,Mary Donaldson,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",mary.donaldson@nm.com,,Salesforce
11238690,Inactive Investor,Jason Lin,,Dri Capital Inc.,jl@dricapital.com,,Salesforce
10845100,Inactive Investor,Michael Barnes,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",mbarnes4@ml.com,,Salesforce
10560748,,Bret Cook,,,bretcook1@live.com,,Web Form Fillout
11189680,Inactive Investor,Noah Botkin,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 555 Middle Creek Pkwy",noah.botkin@nm.com,,Salesforce
10804879,Inactive Investor,Anthony Marengo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,anthony.marengo@fidelity.com,,Salesforce
11074062,Inactive Investor,Juana Saucedo,,J.P. Morgan Securities LLC Berwyn IL 6532 Cermak Rd,juana.saucedo@jpmorgan.com,,Salesforce
9620642,,D E,,,crypto_king87@outlook.com,,List import
10796813,Inactive Investor,Lawrence Christian,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Gainesville FL 4880 W Newberry Rd",larry.christian@raymondjames.com,,Salesforce
10985968,Inactive Investor,Erika Martinez,,J.P. Morgan Securities LLC Los Angeles CA 6161 W Pico Blvd,erika.martinez@chase.com,,Salesforce
9595925,,Gary Williamson,,,gwilliamson@wealthenhancement.com,,List import
10853936,Inactive Investor,Terrance Masching,,"First Heartland Capital, Inc. Little Rock AR 1501 N University Ave",tmaschin@firstheartland.com,,Salesforce
10969303,Inactive Investor,Katarina Kaufman,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
371897,,asdwa asdwa,,United States,asdaw@google.com,,Salesforce
191764,,TED WESTHELLE,SENIOR MARKET STRATEGIST,MAMBU,ted.westhelle@mambu.com,9736340585,
11064777,Inactive Investor,Anthony Capitano,,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
10984439,Inactive Investor,Michael Hancock,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,mhancock@primerica.com,,Salesforce
11066319,Inactive Investor,Cornelius Vaughan,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
10805499,Inactive Investor,Peter Starrett,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",peter.starrett@ml.com,,Salesforce
11026436,Inactive Investor,Jack Havice,,"Sequent Planning, LLC Salem VA 2820 Keagy Rd",jack@sequentplanning.com,,Salesforce
10822751,Inactive Investor,Grant Heddinger,Investment Advisor Representative,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
10925694,Inactive Investor,Catherine Reynolds,,Park Avenue Securities LLC,,,Salesforce
11026511,Inactive Investor,Christine Jeong,,"Farmers Financial Solutions, LLC Los Angeles CA 3600 Wilshire Blvd",cjeong1@farmersagent.com,,Salesforce
10771993,Inactive Investor,Michelle Plumridge,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",michelle.plumridge@rbc.com,,Salesforce
11229297,Inactive Investor,Jonathan Kruger,,Rothschild Investment LLC,,,Salesforce
10766293,Inactive Investor,Aaron Lawson,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",aaron.lawson@wellsfargoadvisors.com,,Salesforce
10845966,Inactive Investor,Daniel Cox,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",daniel.cox@cunamutual.com,,Salesforce
11027986,Inactive Investor,Brandon O'Leary,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11088141,Inactive Investor,Brian Sly,Owner;President;Principal,Brian Sly and Company Orinda CA 73 Scenic Dr,brian@briansly.com,,Salesforce
8670467,,Ömer Kondak,,,zfrkrnlkta@gmail.com,,Web Form Fillout
9615864,,Rony Szuster,,,ronyszu@gmail.com,,List import
10646527,,Brannon Johnson,,,brannon.johnson@ubs.com,,List Import
10884170,Inactive Investor,Racquel Kolsrud,Senior Wealth Advisor,Vigilare Wealth Management LLC San Diego CA 12707 High Bluff Dr,racquel@vigilarewealth.com,,Salesforce
194225,,Gregory Harris,Wealth Manager,Creative Planning,gharris@thinkingbeyond.com,617-634-2921,
11180762,Inactive Investor,Steven Sprader,,The Huntington Investment Company Westerville OH 630 S State St,steven.sprader@huntington.com,,Salesforce
10961083,Inactive Investor,Jose Nevarez,,J.P. Morgan Securities LLC San Diego CA 5825 Balboa Ave,jose.nevarez@jpmorgan.com,,Salesforce
10765698,Inactive Investor,Michael Valdes,Managing Director - Wealth Management;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",michael_valdes@ml.com,,Salesforce
9647689,,Mike Patel,,,mike_patel@yahoo.com,,List import
10843754,Inactive Investor,Connie Demers,Chief Compliance Officer;Owner;President,Demers Financial Planning Columbus OH 2935 Kenny Rd,,,Salesforce
11163519,Inactive Investor,Connor Smith,,Vanguard Marketing Corporation,connor_smith@vanguard.com,,Salesforce
10958460,Inactive Investor,Linda Parisi,,"Cambridge Investment Research, Inc. Sarasota FL 6710 Professional Pkwy",,,Salesforce
11194523,Inactive Investor,Anna Sobczyszyn,Financial Advisor;Financial Planning Specialist,Morgan Stanley Miami FL 200 S Biscayne Blvd,anna.sobczyszyn@morganstanley.com,,Salesforce
10611520,,Margaret Seabrooke,"Financial Advisor, Investment Advisor Representative",,margaret.seabrooke@lpl.com,,List Import
9635106,,Mike Deleray,,,mdeleray@client1securities.com,,List import
9596348,,Zaali Gabelashvili,,,gabelashvilizaali@gmail.com,,List import
9582035,,Jason Sgarlata,,,j.sgarlata@fi.com,,List import
11010891,Inactive Investor,Adrian Nunez,Financial Planning Specialist,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",adrian.nunez@ampf.com,,Salesforce
10863496,Inactive Investor,Matthew Taormina,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10971602,Inactive Investor,Ross Benson,,LPL Financial LLC Sierra Madre CA 100 W Sierra Madre Blvd,ross.benson@lpl.com,,Salesforce
11068181,Inactive Investor,Ryan Riley,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC East Lansing MI 2651 Coolidge Rd",ryan.riley@ampf.com,,Salesforce
11094183,Inactive Investor,Samuel Etheridge,,PFS Investments Inc. Griffin GA 1454 Williamson Rd,sam.etheridge@primerica.com,,Salesforce
11159714,Inactive Investor,Kari Salerno,,Purshe Kaplan Sterling Investments Albany NY 20 Corporate Woods Blvd,ksalerno@pksinvest.com,,Salesforce
10860886,Inactive Investor,Rachael Chandler-Head,Financial Advisor,Edward Jones Massillon OH 2400 Wales Ave NW,rachael.chandler-head@edwardjones.com,,Salesforce
10802488,Inactive Investor,Guy Gage,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",ggage@ampf.com,,Salesforce
10923585,Inactive Investor,Michael Beck,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11027084,Inactive Investor,Neftali Saca Argueta,,J.P. Morgan Securities LLC Sterling VA 46910 Community Plz,neftali.saca-argueta@jpmorgan.com,,Salesforce
10991123,Inactive Investor,Cody Huth,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wooster OH 543 Riffel Rd",,,Salesforce
9638402,,Susan Pedersen,,,spedersen@pacificu.edu,,List import
9563465,,Nora Agoun,,,no.agoun@gmail.com,,List import
11062538,Inactive Investor,Stephen Berg,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11260747,Inactive Investor,Carolina Majer,,"Wells Fargo Clearing Services, LLC San Diego CA 5522 Balboa Ave",,,Salesforce
11186720,Inactive Investor,Clinton Foster,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",clinton.foster@cunamutual.com,,Salesforce
9636200,,Derani Brewis,,,derani.brewis@gmo.com,,List import
11104539,Inactive Investor,Alexander Kaminski,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10990154,Inactive Investor,Alison Kim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
9637326,,Matt Shepherd,,,mattshep78@gmail.com,,List import
9551632,,Melissa Huml,,,melissa@abundance.co,,List import
10831907,Inactive Investor,Jeffrey Stewart,Senior Vice President,Robert W. Baird & Co. Incorporated Mount Vernon WA 1404 E College Way,,,Salesforce
9584318,,Howard Beale,,,howardbeale@me.com,,List import
9574600,,Devin Born,,,dborn@lifemark.com,,List import
10907651,Inactive Investor,David Alpete,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
9608897,,Carlos Sandino,,,csandino@tcacap.com,,List import
222456,,Jacques-François Estival,,Jacques-FranÃ§ois Estival,jackestival86@outlook.fr,,source
9602202,,Louis Barrientos,,,louis@fc360.com,,List import
11210635,Inactive Investor,Jennifer Netherton,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",jennifer.netherton@nm.com,,Salesforce
11201311,Inactive Investor,William Robinson,,"Principal Securities, Inc. Modesto CA 301 Banner Ct",robinson.william@principal.com,,Salesforce
10596172,,Steve Barnes,,,sbarnes@wradvisors.com,,Web Form Fillout
10890836,Inactive Investor,Courtland Seeger,Executive Director,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10902765,Inactive Investor,Alexander King,Vice President,"Christensen, King & Associates Investment Services, Inc.",alex@ckacpa.com,,Salesforce
10754410,Inactive Investor,Samuel Booker,Director;Financial Advisor,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,samuel.booker@ubs.com,,Salesforce
10869333,Inactive Investor,Karl Rohrbaugh,Financial Advisor,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",karl.rohrbaugh@raymondjames.com,,Salesforce
9571630,,Samantha Dvorchak,,,sd@cooksonpeirce.com,,List import
10964477,Inactive Investor,Taji Barr,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10764705,Inactive Investor,Donald Kent,,"Raymond James Financial Services, Inc. Boca Raton FL 7284 W Palmetto Park Rd",donny.kent@raymondjames.com,,Salesforce
10996310,Inactive Investor,Corey Maxwell,Private Client Banker,J.P. Morgan Securities LLC Westerly RI 143 Franklin St,corey.maxwell@chase.com,,Salesforce
1987,,Peter Odegard,Analyst,"Holocene Advisors, LP",peter.odegard@holoceneadvisors.com,1-646-779-6420,Initial Salesforce Import
11233834,Inactive Investor,Carol Dinh Nhat Quy,,"Capitol Securities Management, Inc. Reston VA 12100 Sunset Hills Rd",,,Salesforce
11132279,Inactive Investor,Alejandro Hirsch Marin,,Fidelity Brokerage Services LLC,,,Salesforce
10979782,Inactive Investor,Quenna Keating,,"Ameriprise Financial Services, LLC Quincy IL 2020 Broadway St",,,Salesforce
10918081,Inactive Investor,Thomas Collins,,The O.N. Equity Sales Company Junction City WI Private Residence,,,Salesforce
10828470,Inactive Investor,Michael Annicelli,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",michael.annicelli@ml.com,,Salesforce
11101187,Inactive Investor,Adam Simon,,"Northwestern Mutual Investment Services, LLC Anaheim CA 160 N Riverview Dr",adam.m.simon@nm.com,,Salesforce
11017410,Inactive Investor,Jordan Nietzel,Chief Compliance Officer;Financial Planner;Founder,Trek Wealth Planning,jordan@trekwealth.com,,Salesforce
9546963,,Bhavesh Patel,,,patelbj@gmail.com,,List import
221414,,Henry Pang,,[Unknown],email.hpang@gmail.com,,
11183103,Inactive Investor,Miguel Gonzalez,,"Allstate Financial Services, LLC Lisle IL 5328 Main St",miguelgonzalez@allstate.com,,Salesforce
11018541,Inactive Investor,Scott Brown,Financial Advisor;Managing Director,Savant Wealth Management Dover DE 220 Beiser Blvd,sbrown@savantwealth.com,,Salesforce
10782996,Inactive Investor,Sally Smith,First Vice President;Senior Consultant;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",sally_smith@ml.com,,Salesforce
5156254,,Ronald Munford,,,ldtech1@yahoo.com,,Web Form Fillout
9578371,,Jeremy Deems,,,jeremy@greenalphaadvisors.com,,List import
11153229,Inactive Investor,Leonard Roberts,,"MML Investors Services, LLC Los Angeles CA 10880 Wilshire Blvd",leonardroberts@financialguide.com,,Salesforce
10437910,,Michael Symes,,,mikesymes509@gamil.com,,Web Form Fillout
9597712,,Junwoo Kim,,,kjwcb@yahoo.com,,List import
11012254,Inactive Investor,Dominique Bellamy,,Altruist Financial LLC,dominique.bellamy@altruist.com,,Salesforce
10695944,,Daniel Tyshovnytsky,,Cohen & Steers,dtyshovnytsky@cohenandsteers.com,,List Import
11120463,Inactive Investor,Ralph Grieco,,PFS Investments Inc. Rockledge FL 1217 Admiralty Blvd,ralph.grieco@primerica.com,,Salesforce
9642697,,Matthew Cole,,,matt@londoncoles.com,,List import
10820444,Inactive Investor,Kenneth Henderson,Retirement Planning Specialist,"Equitable Advisors, LLC Irvine CA 2050 Main St",kenneth.henderson@equitable.com,,Salesforce
11090172,Inactive Investor,Lowell Crabb,Chief Compliance Officer;Principal,Drive Wealth Advisers,lcrabb@drivewealthmanagement.com,,Salesforce
10996314,Inactive Investor,Lai Lee,,J.P. Morgan Securities LLC San Francisco CA 5655 Geary Blvd,lai.y.lee@chase.com,,Salesforce
9630710,,Chris Monteleone,,,ccm2406@yahoo.com,,List import
10803488,Inactive Investor,Neil Rubinstein,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,nrubinstein@rockco.com,,Salesforce
10946447,Inactive Investor,Nicholas Georgalas,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,nicholas.georgalas@fmr.com,,Salesforce
10993890,Inactive Investor,Kendall Burch,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10905470,Inactive Investor,John Runnals,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10840049,Inactive Investor,Jeremy Stone,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",jeremy.stone@nm.com,,Salesforce
10821440,Inactive Investor,Michael Gillen,,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",michael.gillen@wfadvisors.com,,Salesforce
11053912,Inactive Investor,Eva Freed,,Innovation Partners LLC,efreed@innovationpartnersllc.com,,Salesforce
11184422,Inactive Investor,Thomas Funk,,PFS Investments Inc. Irwin PA 11599 Pkwy Dr,thomas.funk@primerica.com,,Salesforce
9608898,,Giovanni Carmona,,,gcarmona@tcaglobalfund.com,,List import
10936945,Inactive Investor,Andrew Redlick,Co-President;Financial Planner;Investment Manager,"Investment Growth Management, Inc",,,Salesforce
9574148,,ALEXIS VILLIOS,,,ruiz4200@bellsouth.net,,List import
10850092,Inactive Investor,Lior Kosovski,Chief Compliance Officer;General Counsel,"IEQ Capital, LLC Foster City CA 950 Tower Ln",lkosovski@ieqcapital.com,,Salesforce
10948868,Inactive Investor,David Shahrestani,Senior Equity Analyst,GCI Investors,david@globescancapital.com,,Salesforce
11015767,Inactive Investor,Joelle Cosby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",joelle.cosby@ustrust.com,,Salesforce
10954459,Inactive Investor,Nathan Maynard,,"First Command Brokerage Services, Inc. Marietta GA 1640 Powers Ferry Rd SE",njmaynard@firstcommand.com,,Salesforce
9596248,,George Farra,,,gfarra@woodleyfarra.com,,List import
11235777,Inactive Investor,Kelly Carpenter,Wealth Advisor,"The Mather Group, LLC",k.carpenter@themathergroup.com,,Salesforce
353232,,Matt Oguz,Family Member and CIO,Iris Family Office,oguz@irisfo.com,,Event
171260,,Yusuf Micheal,,[Unknown],chapell231@gmail.com,,
11087252,Inactive Investor,Jennifer Lowden,Sales Associate,LPL Financial LLC Quarryville PA 203 Commerce Dr,jennifer.lowden@lpl.com,,Salesforce
11110053,Inactive Investor,Robert Jones,,Lombard Securities Incorporated Concord NC Private Residence,rjones@golombard.com,,Salesforce
10647262,,James Emanuel,,,james.a.emanuel@jpmorgan.com,,List Import
370609,,Peter Roberts,,[Unknown],peterob065@gmail.com,,research
9598787,,Alex Prywes,,,alex@keenancap.com,,List import
10780679,Inactive Investor,Ryan Berry,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",ryan.berry@ml.com,,Salesforce
9548422,,amir amirulloh,,,raniaming231@gmail.com,,List import
11155392,Inactive Investor,Christopher Wertz,,State Farm VP Management Corp. Rochester NY 630 East Ave,chris.wertz.rnkr@statefarm.com,,Salesforce
11089749,Inactive Investor,Chad Hughey,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,chad.hughey.jrm8@statefarm.com,,Salesforce
10979468,Inactive Investor,Joseph Pollicino,,Jefferies LLC,jpollicino@jefferies.com,,Salesforce
10661861,,Lawrence Oberman,,,larry@trigraninc.com,,List import
10886573,Inactive Investor,Javier Ramirez Carstens,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
10950060,Inactive Investor,Steeve Koven-Augustin,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",steeve.kovenaugustin@prudential.com,,Salesforce
11212871,Inactive Investor,Angela Momot,Financial Advisor,Edward Jones Potosi MO 326 E High St,angela.momot@edwardjones.com,,Salesforce
9621752,,gus weinberg,,,583958132@qq.com,,List import
10934896,Inactive Investor,Timothy Reidy,,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",timothy.reidy@raymondjames.com,,Salesforce
205115,,Julia Miller,Financial Advisor,"Securities America Advisors, Inc.",julia.miller@securitiesamerica.com,866-451-6720,
9635445,,Carol Diettrich,,,cdiettrich@iagwealthpartners.com,,List import
9568273,,Doug -,,,regulardude2030@gmail.com,,List import
10894842,Inactive Investor,Lauren Haithcock,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",lauren.haithcock@ml.com,,Salesforce
10937539,Inactive Investor,James Jurczak,,"Grove Point Investments, LLC Monticello GA Private Residence",,,Salesforce
160098,,Javier Aguilar,,[Unknown],javoaguil@gmail.com,,Organic Search
5007265,,Fred Arasteh,,,fredxarasteh@gmail.com,,Web Form Fillout
10982198,Inactive Investor,Erin Hartley,,J.P. Morgan Securities LLC Covington LA 70430 Hwy 21,erin.l.rose@chase.com,,Salesforce
10648130,,Steven Harp,,,sharp@coloradowealthgroup.com,,List import
11073483,Inactive Investor,Thomas Laughlin,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",thomas.laughlin@wellsfargo.com,,Salesforce
9542983,,Farai Handina,,,fphandina@gmail.com,,List import
10886288,Inactive Investor,Tammy Croyle,,"Raymond James Financial Services, Inc. Moultrie GA 205 2nd St SE",tammy.lane@raymondjames.com,,Salesforce
10762063,Inactive Investor,Tonya Pirker,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",tonya_pirker@ml.com,,Salesforce
10869810,Inactive Investor,Falah Espensen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10604392,,Paresh Ashara,VP - Data Analytics,Quinte Financial Technologies Pvt Ltd,paresh.ashara@quinteft.com,919739093980,List Import
10977108,Inactive Investor,Danielle Conrey,Advising Specialist;Financial Planner;Portfolio Manager,Edward Jones,,,Salesforce
11202920,Inactive Investor,Darmaine Davis,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,,,Salesforce
334735,,John Norris,Partner,Sk Capital Partners,jnorris@skcapitalpartners.com,212-826-2700,Manual List Upload
10849002,Inactive Investor,Michael Embrescia,,Commonwealth Financial Network Aurora OH 251 W Garfield Rd,membrescia@commonwealth.com,,Salesforce
9591351,,Joel Mogy,,,jmogy@mogy.com,,List import
10905954,Inactive Investor,Jacob Caramico,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,jacob.caramico@primerica.com,,Salesforce
9646713,,Justin Oresik,,,jmoresik@gmail.com,,List import
11026759,Inactive Investor,Dauane Briggs,,State Farm VP Management Corp. Salina KS 1101 S Ohio St,,,Salesforce
9615665,,Sola Akinleye,,,sholleyboh08@yahoo.com,,List import
10033391,,Ravikant Sharma,,Ravikant trader's,ravi.love.nippy@gmail.com,9910352588,Web Form Fillout
11110747,Inactive Investor,Marcelo Darmstaedter,,Itau International Securities Inc.,marcelo.darmstaedter@itauinternational.com,,Salesforce
11176448,Inactive Investor,Nicole Hankins,,"Raymond James Financial Services, Inc. Fort Collins CO 224 Canyon Ave",nicole.hankins@raymondjames.com,,Salesforce
10996408,Inactive Investor,Ameer Young,,J.P. Morgan Securities LLC New York NY 471 W 42nd St,,,Salesforce
9573964,,Steven Marciniak,,,steven.marciniak@gmail.com,,List import
11121142,Inactive Investor,Benjamin Edwards,,"Benjamin F. Edwards & Company, Inc. Morristown NJ 67 E Park Pl",ben.edwards@benjaminfedwards.com,,Salesforce
10818962,Inactive Investor,Khionne Awer,Senior Wealth Advisor,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,khionne.awer@citi.com,,Salesforce
11096476,Inactive Investor,Macaria Asunto,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,macaria.asunto@primerica.com,,Salesforce
10786200,Inactive Investor,Kirk Strang,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,kirk.strang@fidelity.com,,Salesforce
11188878,Inactive Investor,Jeffrey Levy,,"Osaic Wealth, Inc. New York NY 99 Park Ave",,,Salesforce
9627055,,V?n quân Bùi,,,buiquan1022@gmail.com,,List import
9619132,,Eric Hage,,,ehage@mohicanfinancial.com,,List import
10985395,Inactive Investor,Jordan Brown,,"Wealth Enhancement Brokerage Services, LLC",jbrown@wealthenhancement.com,,Salesforce
8480507,,Elizabeth DiPaolo,,SignatureFD,liz.dipaolo@signaturefd.com,(404) 253-7652,List Import
10813487,Inactive Investor,George Howell,,PFS Investments Inc. Memphis TN 2500 Mount Moriah Rd,george.howell@primerica.com,,Salesforce
10010361,,FARIZAN SALLEH,,,farizan.salleh@gmail.com,,Web form fillout
10945813,Inactive Investor,Cody Wood,,"Empower Financial Services, Inc",cody.wood@empower.com,,Salesforce
9545701,,jordan hill,,,jordane.hill22@gmail.com,,List import
10968431,Inactive Investor,Michelle Gormley,Division Leader,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,michelle.gormley@primerica.com,,Salesforce
11201677,Inactive Investor,Eduardo Melendez,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,eduardo.melendez@primerica.com,,Salesforce
10775427,Inactive Investor,Nicholas Langer,,J.P. Morgan Securities LLC Madison WI 4225 E Towne Blvd,nicholas.l.langer@jpmorgan.com,,Salesforce
10899822,Inactive Investor,Austin Roesler,Senior Representative,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",austin.roesler@schwab.com,,Salesforce
10770247,Inactive Investor,Michael Cantor,Financial Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",michael.l.cantor@ampf.com,,Salesforce
11198009,Inactive Investor,Bradley Clasen,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 9999 Carver Rd",,,Salesforce
10897498,Inactive Investor,Janelle Cromwell,Private Wealth Advisor,Rockefeller Financial LLC Olympia WA 711 Capitol Way S,jcromwell@rockco.com,,Salesforce
10831930,Inactive Investor,Darby Heidemann,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",darby.heidemann@nm.com,,Salesforce
11092012,Inactive Investor,Edmund Haughey,,"Osaic Wealth, Inc. North Andover MA 21 High St",,,Salesforce
9590163,,William Decker,,,wdecker@ft.newyorklife.com,,List import
11147275,Inactive Investor,Joseph Jackson,,"Allstate Financial Services, LLC Phoenix AZ 4650 E Thomas Rd",josephjackson@allstate.com,,Salesforce
11020890,Inactive Investor,Yi Xu,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",evelyn.xu@globalinkusa.com,,Salesforce
10784663,Inactive Investor,Maurice Miller,Financial Advisor,Edward Jones Idaho Falls ID 923 S Utah Ave,maury.v.miller@edwardjones.com,,Salesforce
10979908,Inactive Investor,Werner Maiwald,,Supreme Alliance LLC Ludlow MA 733 Chapin St,wmaiwald@supremealliancellc.com,,Salesforce
10777913,Inactive Investor,Carlos Arias,Head - Supervision,"U.S. Bancorp Investments, Inc. Claremont CA 393 W Foothill Blvd",carlos.arias@usbank.com,,Salesforce
10846747,Inactive Investor,Arthur Reich,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",arthur.reich@tfaconnect.com,,Salesforce
348047,,Tim Armstrong,Vice President,Sageview Capital Lp,tim@sageviewcapital.com,203-625-4200,Manual List Upload
9629218,,Brian Hunter,,,brianh.okstate@gmail.com,,List import
11202171,Inactive Investor,Kyle Roney,Chief Compliance Officer;Owner;President,"Troika Capital Advisors, LLC Athens GA 310 Cambridge Dr",kroney@troikaadvisors.com,,Salesforce
9551753,,Kevin Minter,,,kevin.minter@53.com,,List import
11075766,Inactive Investor,Dominique Pinto Rotondi,,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,,,Salesforce
9621671,,Ross Kaminsky,,,rossputin@rossputin.com,,List import
9596974,,Shaun Roach,,,sroach1028@gmail.com,,List import
10777348,Inactive Investor,Tina Lombardo,Financial Advisor,Edward Jones Beaumont TX 1425 Wellington Cir,tina.lombardo@edwardjones.com,,Salesforce
10895909,Inactive Investor,William Wild,Financial Services Consultant,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",william.wild@schwab.com,,Salesforce
11112138,Inactive Investor,Timothy Massie,Financial Advisor,Edward Jones Knoxville TN 9327 S Northshore Dr,tim.massie@edwardjones.com,,Salesforce
212979,,John van Rossem,,[Unknown],jvanrossem@yahoo.com,,source
213745,,Brian Sigwart,"Advisor, Financial Professional","MML Investors Services, LLC",bsigwart@financialguide.com,410-937-9098,
10805078,Inactive Investor,Paul Whiting,Chief Financial Officer;Co-Founder;Managing Member;Principal,AGW Capital Advisors,,,Salesforce
10645586,,Kent Leonard,,,kent.leonard@us.mizuho-sc.com,,List Import
11136102,Inactive Investor,Reena Bland,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",reena.p.bland@nm.com,,Salesforce
11202527,Inactive Investor,Matthew Hiss,,"IFP Securities, LLC Atwood KS 109 N 4th St",matthew.hiss@ifpartners.com,,Salesforce
11134161,Inactive Investor,Ben Bosshart,,"Packerland Brokerage Services, Inc. Holmen WI 500 N Holmen Dr",,,Salesforce
10850082,Inactive Investor,Arin Babakhanian,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",arin.babakhanian@ml.com,,Salesforce
10791695,Inactive Investor,Scott Muschinske,Financial Advisor,Edward Jones Wausau WI 1027 S 17th Ave,scott.muschinske@edwardjones.com,,Salesforce
213843,,Paul Gorell,,[Unknown],pcgorell@gmail.com,,Organic Search
9565896,,Scott Ward,,,wardscott55@yahoo.com,,List import
11104675,Inactive Investor,Sean Kelley,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,sean.kelley@ubs.com,,Salesforce
11191861,Inactive Investor,Stetson Saunders,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",stetson.saunders@ml.com,,Salesforce
211283,,Russell Harrison,Director of Government Relations,IEEE-USA,r.t.harrison@ieee.org,,Content
9552537,,Nikesha Yarbrough,,,yarbroughnn@gmail.com,,List import
10958614,Inactive Investor,Clayton Kennedy,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
10980748,Inactive Investor,Maria Rivas Liendo,Anti-Money Laundering Compliance Officer;Chief Compliance Officer,"BCI Securities, Inc.",crivas@bcisecurities.com,,Salesforce
11041831,Inactive Investor,Justin Lee,Investment Consultant,"Charles Schwab & Co., Inc. Leesburg VA 1603 Village Market Blvd SE",,,Salesforce
9573302,,Mark Frugoni,,,mfrugoni@focus-wa.com,,List import
10798906,Inactive Investor,Andrew Ferguson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 420 Summit Ave",andrew.w.ferguson@ampf.com,,Salesforce
9607492,,Brad Parker,,,brad@drivesuccess.today,,List import
9640828,,Joshua Graeff,,,josh.graeff@gmail.com,,List import
11206186,Inactive Investor,Brian Casey,Financial Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,brian.casey@lpl.com,,Salesforce
10979355,Inactive Investor,John Bulman,,"Farmers Financial Solutions, LLC Oklahoma City OK 13140 N Macarthur Blvd",jbulman@farmersagent.com,,Salesforce
10834774,Inactive Investor,Charles Finnegan,,"Parkland Securities, LLC Lawrenceburg IN 142 Walnut St",cfinnegan@parklandrep.com,,Salesforce
10831157,Inactive Investor,Robin Rozman,,LPL Financial LLC Brookfield WI 675 N Barker Rd,robin.rozman@lpl.com,,Salesforce
11090293,Inactive Investor,Alyssa Flerchinger,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alyssa_flerchinger@vanguard.com,,Salesforce
11001999,Inactive Investor,Robert Meek,Compliance Manager;Investment Advisor;Principal;Regulatory Contact;Securities Principal,Alexander Investment Services Co.,bmeek@aisweb.com,,Salesforce
11231406,Inactive Investor,Cory Morris,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cory_morris@vanguard.com,,Salesforce
10930233,Inactive Investor,Hope Feller,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",hope.feller@nm.com,,Salesforce
9610555,,Gerrard Sheehan,,,gshe396905@aol.com,,List import
11142458,Inactive Investor,Jacqueline Lord,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",,,Salesforce
341134,,Nick Neri,,[Unknown],nick.neri@boldergroup.com,,
242758,,Jennifer Calver,Tech Sector Knowledge Lawyer,[Unknown],jennifer.calver@linklaters.com,7557997615,Database Upload
10725689,,Przemek Sobierajski,,,sobierajski.news@gmail.com,,Web Form Fillout
11075487,Inactive Investor,Clair Leedom,President,"Leedom Asset Management, Inc.",,,Salesforce
10614817,,Alexander Kramer,"Executive Director, Financial Advisor, Senior Portfolio Management Director",,alexander.kramer@morganstanley.com,,List Import
10980851,Inactive Investor,Tracy St Onge,Financial Advisor;Investment Executive,"Osaic Institutions, Inc. Haverhill MA 1 Merrimack St",tracy.stonge@osaicinstitutions.com,,Salesforce
11066531,Inactive Investor,Rylie Combs,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11129115,Inactive Investor,Nicholas Weidner,Senior Sales Assistant,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
10789672,Inactive Investor,James Meyer,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,james.meyer@primerica.com,,Salesforce
10865806,Inactive Investor,Helene Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Newport Beach CA 23 Corporate Plaza Dr",laynie.johnson@ampf.com,,Salesforce
9609001,,erlei L,,,1365012656@qq.com,,List import
10804460,Inactive Investor,Barbara Minatra,,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",blminatra@ftbadvisors.com,,Salesforce
11235223,Inactive Investor,Jessica Blake,Wealth Manager,"S.E.E.D. Planning Group, LLC",jblake@seedpg.com,,Salesforce
10917329,Inactive Investor,Carlos Torres-Negron,Financial Advisor,LPL Financial LLC Guaynabo 7 Cii Tabonuco,carlos.torres-negron@lpl.com,,Salesforce
9564446,,Michael Kautz,,,mkautz@massmutual.com,,List import
10950410,Inactive Investor,Skyla Twiddy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10886761,Inactive Investor,Caroline Emswiler,,"Osaic Wealth, Inc. Eden Prairie MN 15830 Venture Ln",,,Salesforce
11111721,Inactive Investor,Brendon Lenger,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9640539,,Dennis Newberry,,,dennis.newberry@ngc.com,,List import
11043800,Inactive Investor,Brian Hahn,Managing Director;Senior Wealth Advisor,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,bhahn@nb.com,,Salesforce
155213,,Arnon Sithi-Oum,,[Unknown],asithiou13@gmail.com,,
11011206,Inactive Investor,Dara Jennings,,Newbridge Securities Corporation,djennings@newbridgesecurities.com,,Salesforce
10806674,Inactive Investor,Tyler Owens,,Cetera Advisors LLC Rome GA 2300 J L Todd Dr,tyler.owens@ceteraadvisors.com,,Salesforce
245754,,Not Provided,VP for Financial Services,USISPF,mnugent@usispf.org,,Manual List Upload
11210457,Inactive Investor,Alison Arnold,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",alison_arnold@ml.com,,Salesforce
11151341,Inactive Investor,Scott Cunningham,Private Wealth Advisor;Wealth Advisor,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
11080362,Inactive Investor,Michael Hannigan,Senior Financial Advisor,Commonwealth Financial Network Sarasota FL Private Residence,,,Salesforce
9621824,,Helen Graf,,,hgraf@graffinancial.com,,List import
11038199,Inactive Investor,Matthew Williams,,State Farm VP Management Corp. Saint Joseph MO 2828 N Belt Hwy,,,Salesforce
11077504,Inactive Investor,Dustin Hageman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11109192,Inactive Investor,Joshua Hedden,,PFS Investments Inc. Aurora CO 6105 S Main St,jhedden@primerica.com,,Salesforce
10656235,,Jintae Kim,,,jkim@zacks.com,,List import
11010913,Inactive Investor,John Karakourtis,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",john.karakourtis@equitable.com,,Salesforce
9563403,,William Colston,,,wcolston@sigmarep.com,,List import
9592579,,Emily Thobe,,,ethobe@yahoo.com,,List import
11205617,Inactive Investor,Nathaniel Choo,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",nchoo@financialguide.com,,Salesforce
10924666,Inactive Investor,James McCurry,Financial Advisor,Edward Jones Fayetteville GA 800 Lanier Ave W,jake.mccurry@edwardjones.com,,Salesforce
10976594,Inactive Investor,John Escudero,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10968275,Inactive Investor,Rachel Card,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11021881,Inactive Investor,Jason Hunter,Financial Advisor,LPL Financial LLC Raleigh NC 5404 Granada Hills Dr,jason.hunter@lpl.com,,Salesforce
10944202,Inactive Investor,Scott Haley,Chief Compliance Officer;Financial Advisor;Managing Partner;Principal,Prelude Financial,scotthaley@preludefinancial.com,,Salesforce
10899278,Inactive Investor,Danielle Stadelmann,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,dani.stadelmann@fmr.com,,Salesforce
11106123,Inactive Investor,James Rudwall,Chief Executive Officer;Founder,Rudwall Wealth Management LLC,jim@rudwallwealth.com,,Salesforce
10606414,,Timothy Nowak,"Financial Planner, Portfolio Manager","Osaic Wealth, Inc.",tnowak@steelridgeadvisors.com,631-353-0003,List Import
11055617,Inactive Investor,Noah Wiegand,Investment Associate,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",noah.wiegand@rbc.com,,Salesforce
11083997,Inactive Investor,Gregory Hart,Investment Advisor Representative,Founders Financial Securities LLC Bel Air MD 104 Victory Ln,,,Salesforce
11160591,Inactive Investor,Jose Vazquez Romero,,Cash App Investing LLC,,,Salesforce
11178189,Inactive Investor,April Glover,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11211673,Inactive Investor,Stephen Strout,Financial Advisor,"Pruco Securities, LLC. Portland ME 1266 Congress St",steve.strout@prudential.com,,Salesforce
11208390,Inactive Investor,Brian Lester,Chief Investment Officer,"Howe and Rusling, Inc.",blester@howeandrusling.com,,Salesforce
10862913,Inactive Investor,Brett Sause,,NYLIFE Securities LLC Easton MD 8706 Commerce Dr,bsause@ft.newyorklife.com,,Salesforce
11069611,Inactive Investor,Mo Choi,Financial Advisor;Financial Planning Specialist,Morgan Stanley Pasadena CA 55 S Lake Ave,eva.choi@morganstanley.com,,Salesforce
10798231,Inactive Investor,James Vonk,,"Raymond James Financial Services, Inc. Grand Rapids MI 5940 Tahoe Dr SE",jim.vonk@raymondjames.com,,Salesforce
9556927,,Jason O'Brien,,,jasonobrien@firstrepublic.com,,List import
236561,, -,,[[Unknown]],lwlemm@bellsouth.net,,
9627703,,xumao wang,,,applewxm@gmail.com,,List import
11057597,Inactive Investor,Jing Chen,Chief Compliance Officer;Investment Advisor Representative;Managing Member,UIS Investment Management LLC,,,Salesforce
10991651,Inactive Investor,Tyler Hemphill,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,tyler.hemphill@jpmorgan.com,,Salesforce
9544186,,Pier Gagne,,,pier146@hotmail.com,,List import
9552197,,Michelle Power,,,michellepower68@hotmail.com,,List import
10965048,Inactive Investor,Alejandra Escobedo,Premier Banker,"Wells Fargo Clearing Services, LLC Denver CO 3155 E 1st Ave",,,Salesforce
9568297,,Robert Carberry,,,rcarberry@jlbpower.com,,List import
10787715,Inactive Investor,Christopher Auer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",christopher.auer@ml.com,,Salesforce
10613704,,Samuel Leonard,Financial Advisor,,saml218@yahoo.com,,List Import
10523674,,Jonathan Brown,,,jcolinbrown2011@yahoo.com,,Web Form Fillout
10977716,Inactive Investor,Michelle Rodriguez,,Morgan Stanley Houston TX 2800 Post Oak Blvd,michelle.rodriguez@morganstanley.com,,Salesforce
9555764,,Kenneth Kintzle,,,kintzle.ken@principal.com,,List import
10839519,Inactive Investor,Walter Schwarz,Director,"Lone Peak Asset Management, Inc.",,,Salesforce
11129632,Inactive Investor,Francisco Rivera Fernandez,,"Pariter Securities, LLC Guaynabo PR 243 Carretera",,,Salesforce
10487087,,Angela Spirtos,"Supervisory Manager, Vice President",J.P. Morgan Securities LLC,angela.dellecese@jpmorgan.com,,List Import
96690,,Paul Milligan,,None,paulmilligan100@googlemail.com,7818406870,
351684,,Chris Bekel,Associate Advisor,"Wingate Wealth Advisors, Inc.",chris.bekel@wingatewealthadvisors.com,781-862-7100,Manual List Upload
10937532,Inactive Investor,James Stockton,,"Dempsey Lord Smith, LLC Edmond OK 1901 S Kelly Ave",james.stockton@dempseyi.com,,Salesforce
10794520,Inactive Investor,Michael Matthews,Senior Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,michael.l.matthews@ubs.com,,Salesforce
221630,,Nadine Mezher,,[Unknown],nadine.mezher@sarwa.co,,
11071231,Inactive Investor,Reginald Phillips,,Ally Invest Securities LLC,,,Salesforce
340891,,Nick Ping,"Director, Institutional Business Asia Pacific",Manulife Investment Management Timberland And Agri,nping@hnrg.com,617-747-1600,Manual List Upload
10767487,Inactive Investor,Dave Hilgendorf,Senior Vice President - Investments,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",dave.hilgendorf@raymondjames.com,,Salesforce
11213514,Inactive Investor,Albert Flores,Investment Advisor Representative,"Sound Income Strategies, LLC San Ramon CA 18 Crow Canyon Ct",,,Salesforce
11120308,Inactive Investor,Susan Vidalon-Suzuki,Financial Consultant,"Equitable Advisors, LLC Oakland CA 6212 Rockwell St",,,Salesforce
10917496,Inactive Investor,Stephen Austin,Financial Advisor,"Independent Advisor Alliance, LLC Tallahassee FL 2330 Mahan Dr",,,Salesforce
9624355,,Niels Bogstad,,,niels.bogstad@gmail.com,,List import
11238044,Inactive Investor,Zac Murphy,,PIMCO,zac.murphy@pimco.com,,Salesforce
11053586,Inactive Investor,Denise Eggebraaten,,LPL Financial LLC Detroit Lakes MN 1112 Hwy 59 S,denise.eggebraaten@lpl.com,,Salesforce
9601302,,Hasaan Herrington,,,hasaanherrington@gmail.com,,List import
9560656,,John doe,,,shalashaka1x@gmail.com,,List import
11172052,Inactive Investor,Joseph Lukas,,PFS Investments Inc. Union NJ 1767 Morris Ave,joseph.lukas@primerica.com,,Salesforce
11072252,Inactive Investor,Karen Sims,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",karen.e.sims@bofa.com,,Salesforce
10853446,Inactive Investor,Stephen Mcdade,Chief Compliance Officer;Founding Partner;Member;Wealth Manager,"Foundation Wealth Management, LLC",steve@myfoundationwealth.com,,Salesforce
11062346,Inactive Investor,Andrew Sponaugle,Principal;Senior Wealth Advisor,"Evermay Wealth Management, LLC",asponaugle@evermaywealth.com,,Salesforce
234450,, -,,[[Unknown]],silopezjim@gmail.com,,
345078,,Jay Candelmo,"Senior Vice President, Relationship Management","Ascensus Investment Advisors, Llc",jay@upromiseinvestments.com,617-454-6400,Manual List Upload
11138233,Inactive Investor,Allan Dickson,Financial Professional,"Voya Financial Advisors, Inc. Tampa FL 2202 NW Shore Blvd",allan.dickson@voyafa.com,,Salesforce
340366,,Nick Andresen,Senior Wealth Manager,360 Financial,nandresen@360financial.net,952-542-8900,Manual List Upload
11127925,Inactive Investor,Tugba Pasaogullari,,Santander Securities LLC Conshohocken PA 625 W Ridge Pike,tugba.pasaogullari@santanderinvestments.com,,Salesforce
11144819,Inactive Investor,David Bowery,,"The Leaders Group, Inc.",,,Salesforce
246208,,Not Provided,Consultant IT HR-PAY,Groupe Conseil JV Inc,joser.vivanco@gmail.com,,Manual List Upload
9591369,,B Z,,,behbood.zare@gmail.com,,List import
10998706,Inactive Investor,Lucas Bagnall,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
49948,,Ricky Bain,Director,"Creative Financial Designs, Inc.",rick.bain@cfdinvestments.com,,
10963000,Inactive Investor,Lauran Guijarro,Financial Advisor,Edward Jones Memphis TN 4515 Poplar Ave,lauran.guijarro@edwardjones.com,,Salesforce
10952891,Inactive Investor,Erick Escobedo Tinoco,,J.P. Morgan Securities LLC La Grange IL 14 S La Grange Rd,erick.escobedotinoco@chase.com,,Salesforce
10786852,Inactive Investor,Craig Heien,,"First Heartland Capital, Inc. Sioux Falls SD 3130 W 57th St",,,Salesforce
195835,,Lazaro Morice William,,[Unknown],damint392@gmail.com,,source
10907641,Inactive Investor,Roger Shireman,Financial Advisor,LPL Financial LLC Franklin TN 725 Cool Springs Blvd,jamison.shireman@lpl.com,,Salesforce
10752330,Inactive Investor,Robert Burmeister,Financial Professional,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",burmeister.bob@principal.com,,Salesforce
11141310,Inactive Investor,Jeffrey Schaecher,,Country Capital Management Company Moline IL 1601 52nd Ave,jeff.schaecher@countryfinancial.com,,Salesforce
10991606,Inactive Investor,Andrea Forrest,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andrea_forrest@vanguard.com,,Salesforce
10819011,Inactive Investor,Brian Fay,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,brian.fay@ubs.com,,Salesforce
11092997,Inactive Investor,John Olson,,Cetera Advisor Networks LLC Tallahassee FL 249 John Knox Rd,olsonj@ceteranetworks.com,,Salesforce
10645463,,Steven Soraparu,,,soraparus@stifel.com,,List Import
11010774,Inactive Investor,Peter Paizis,Financial Advisor,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
11193890,Inactive Investor,Mayumi Britt,Portfolio Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,mayumi.britt@morganstanley.com,,Salesforce
10846201,Inactive Investor,Matthew Broad,,Fidelity Brokerage Services LLC,,,Salesforce
11194186,Inactive Investor,Rhodora Basilio,,"Transamerica Financial Advisors, Inc Orange CA 2200 W Orangewood Ave",rhodora.basilio@tfaconnect.com,,Salesforce
10933247,Inactive Investor,Javier Valenzuela,,"Cambridge Investment Research, Inc. Alhambra CA 1000 S Fremont Ave",jvalenzuela@goldeneaglewealth.com,,Salesforce
243272,,Stuart Beharry,Senior Portfolio Manager,Bank of America,stuart.beharry@gmail.com,13059780872,Manual List Upload
9600414,,Michael Donohue,,,miked@maausa.info,,List import
11117150,Inactive Investor,Lisana Owens-Davis,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,lisana.owens@primerica.com,,Salesforce
10989650,Inactive Investor,Peter Gilding,,LPL Financial LLC Bellevue WA 1479 158th Pl NE,peter.gilding@lpl.com,,Salesforce
11084354,Inactive Investor,Ravinder Kumar,,Citigroup Global Markets Inc.,,,Salesforce
11077955,Inactive Investor,John Grayeski,Senior Financial Advisor,LPL Financial LLC Trumbull CT 888 White Plains Rd,john.grayeski@lpl.com,,Salesforce
11147025,Inactive Investor,Nancy Williams,,"Cambridge Investment Research, Inc. Durham NC 20 W Colony Pl",,,Salesforce
235978,, -,,[[Unknown]],eugenegrudsky@gmail.com,,
11191122,Inactive Investor,Catherine Leiferman,,"Raymond James Financial Services, Inc. Chamberlain SD 201 N Courtland St",catherine.leiferman@raymondjames.com,,Salesforce
10880582,Inactive Investor,Steven Manders,Chief Compliance Officer;Financial Advisor;Member;Partner,BKM Wealth Management,steven.je.manders@bkmwm.com,,Salesforce
10988397,Inactive Investor,Linda Sovola,,"Farmers Financial Solutions, LLC Phoenix AZ 13240 N 7th St",lsovola@farmersagent.com,,Salesforce
11201407,Inactive Investor,Dawson Schnautz,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",dawson.schnautz@ffga.com,,Salesforce
11206623,Inactive Investor,Nancy Munoz,,LPL Financial LLC Englewood CO 8400 E Prentice Ave,nancy.munoz@lpl.com,,Salesforce
10855603,Inactive Investor,Barton Hunter,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 115 W Washington St",bart.hunter@wfafinet.com,,Salesforce
10777567,Inactive Investor,Alexandra Odorizzi,Senior Registered Associate,Morgan Stanley Raleigh NC 3800 Glenwood Ave,alexandra.m.bull@morganstanley.com,,Salesforce
11171747,Inactive Investor,Adan Tapia Ayala,,J.P. Morgan Securities LLC Orange CA 225 N Tustin St,adan.tapia-ayala@jpmorgan.com,,Salesforce
190246,,Cheryl Holman,,1965,cholman1541@verizon.net,16465450110,Web Form
339661,,Marilyn Yang,Associate,"Castle Harlan, Inc.",myang@castleharlan.com,212-644-8600,Manual List Upload
9638557,,Graham Vermaak,,,grahamv@hollard.co.za,,List import
9627070,,Albert Gray,,,nftmint58@gmail.com,,List import
11124818,Inactive Investor,Lajuana Minor,,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",lajuana.minor@wellsfargoadvisors.com,,Salesforce
9543247,,Jeff Costello,,,jeff.costello@thrivent.com,,List import
10919960,Inactive Investor,Anthony Sarullo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",anthony.sarullo@ml.com,,Salesforce
10661523,,James Azzarello,,,jazz@copiafinancial.com,,List Import
11085814,Inactive Investor,Matthew Zarrella,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",zarrellam@stifel.com,,Salesforce
11014361,Inactive Investor,Parwinder Saini,,J.P. Morgan Securities LLC Greenwood IN 1225 Southpark Dr,parwinder.saini@jpmorgan.com,,Salesforce
11056682,Inactive Investor,Sophie Lancaster,,Cetera Advisors LLC Gainesville FL 3600 NW 43rd St,sophie.lancaster@ceteraadvisors.com,,Salesforce
10799834,Inactive Investor,Lakishia Harper,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",lakishia.harper@schwab.com,,Salesforce
334533,,Jean Lalau-Keraly,"Deputy Head, Sales",Metropole Gestion Sa,jlalaukeraly@metropolegestion.fr,331-587-11700,Manual List Upload
11050949,Inactive Investor,Dan Goldstein,Chief Executive Officer,Green Road Management LLC,,,Salesforce
11052300,Inactive Investor,Melinda Pincus,,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",pincus.mindy@principal.com,,Salesforce
9541378,,Colton Maxwell,,,coltonmaxwell23@gmail.com,,List import
10647183,,Katherine Stoner,,,katherine.stoner@greatwest.com,,List Import
11255159,Inactive Investor,Charles Herman,Senior Portfolio Advisor,"Forefront Analytics, LLC",cherman@forefrontanalytics.com,,Salesforce
11139070,Inactive Investor,Laura Nottingham,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11221282,,Francis Neary,,,cpa@frankneary.com,,List Import
349997,,Richard West,"Chief Compliance Officer, Vice President, Vice President - Business Development",Niemann Capital Management Inc,richard.west@ncm.net,831-462-0663,
10862403,Inactive Investor,Therese Talarico,,"Cambridge Investment Research, Inc. Schaumburg IL 1700 E Golf Rd",,,Salesforce
9610770,,Christine Stanko,,,cstanko123@hotmail.com,,List import
11056061,Inactive Investor,David McCann,,Commonwealth Financial Network,dmccann@commonwealth.com,,Salesforce
10808398,Inactive Investor,Erik Linzer,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
10804374,Inactive Investor,Princess Young,,"P.J. Robb Variable, LLC Wilmington NC 3301 Tipton Ct",,,Salesforce
2291289,,Paras kamboj Paras kamboj,,,gurparasn@gmail.com,,
10828274,Inactive Investor,Jeffrey Harrold,Financial Advisor,LPL Financial LLC West Des Moines IA 2700 Westown Pkwy,jeff.harrold@lpl.com,,Salesforce
11007811,Inactive Investor,Douglas Stewart,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
11188296,Inactive Investor,Pamela Prine,,"J.W. Cole Financial, Inc. Glendale AZ 7055 W Bell Rd",,,Salesforce
11066823,Inactive Investor,Taylor Stokes,Chief Compliance Officer;Managing Director;Managing Member;Owner,"Stokes Capital Advisors, LLC",taylor@stokescapitaladvisors.com,,Salesforce
11173677,Inactive Investor,Kaumil Gajrawala,,Jefferies LLC,kgajrawala@jefferies.com,,Salesforce
11193936,Inactive Investor,Marcus Johnson,,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,johnson.marcusdeane@primerica.com,,Salesforce
335541,,Gerald Towson,Member,Altamont Capital Management,gtowson@altamontcapitalmgmt.com,828-236-0610,Manual List Upload
11232536,Inactive Investor,Jenny Sang,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
248488,,Joy Moore,Product Manager,Bloomberg,jmoore494@bloomberg.net,,Manual List Upload
10844760,Inactive Investor,David Bouffard,Private Wealth Advisor,"Ameriprise Financial Services, LLC Middlebury CT 835 Straits Tpke",david.r.bouffard@ampf.com,,Salesforce
11101129,Inactive Investor,Steven Guarino,Financial Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,steven.guarino@lpl.com,,Salesforce
348617,,John Allen,"Account Executive, Senior Vice President",Fidelity Personal and Workplace Advisors,john.allen@fmr.com,,
10771964,Inactive Investor,Christina Sandusky,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christina.sandusky@fidelity.com,,Salesforce
11078913,Inactive Investor,Angela Elias,,"Allstate Financial Services, LLC Paramount CA 7625 Rosecrans Ave",angelaelias@allstate.com,,Salesforce
9585638,,William Creeden,,,wcreeden@massmutual.com,,List import
10903672,Inactive Investor,John Dotson,Chief Investment Officer;Financial Consultant,Forge Financial,johnd@shawfinancialinc.com,,Salesforce
11045275,Inactive Investor,David Hoffman,,"Concourse Financial Group Securities, Inc. Santa Barbara CA 1306 Santa Barbara St",david.hoffman@concoursefinancial.com,,Salesforce
11213062,Inactive Investor,Elizabeth Good,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10962464,Inactive Investor,Patrick Cusick,,LPL Financial LLC Brownsville TX Private Residence,,,Salesforce
9632705,,Lisa Mandel,,,lmandel@greenwichlibrary.org,,List import
10695945,,Garrett DAlessandro,,Coherence Wealth Management,garrettdalessandro@coherencewealth.com,,List Import
10898597,Inactive Investor,Michael McGovern,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,michael.mcgovern@primerica.com,,Salesforce
202484,,Joab David,,[Unknown],joabdavid96@gmail.com,,Organic Search
10810477,Inactive Investor,Craig Ruckert,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 101 Park Ave,craig.ruckert@morganstanley.com,,Salesforce
10840057,Inactive Investor,Arthur Lorens,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",arthur.lorens@ml.com,,Salesforce
10845213,Inactive Investor,Jennifer Burnidge,,State Farm VP Management Corp. Arlington Heights IL 220 E Northwest Hwy,,,Salesforce
10778510,Inactive Investor,Lee Folger,Chairman;Director;Senior Advisor,Folger Nolan Fleming Douglas Incorporated,lfolger@fnfd.com,,Salesforce
9587513,,Dominic Heil,,,dominic@rboco.com,,List import
148120,,Brian Martin,,[Unknown],bcmartin5012@gmail.com,,
10789940,Inactive Investor,Kevin Courtney,Associate Vice President;Financial Advisor,Morgan Stanley Hilton Head Island SC 600 Main St,kevin.courtney@morganstanley.com,,Salesforce
9543393,,Gaurav Rawat,,,gauravrawatscience@gmail.com,,List import
11125568,Inactive Investor,Greg Sorge,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",gregory.sorge@nm.com,,Salesforce
10786255,Inactive Investor,David Sippel,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,david.w.sippel@jpmorgan.com,,Salesforce
11062930,Inactive Investor,Jordan Coffey,Financial Associate,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,jordan.coffey@thrivent.com,,Salesforce
189132,,Jeff Williams,,[Unknown],wllms1212@gmail.com,,source
10937137,Inactive Investor,Laura Linman,Financial Advisor,Edward Jones Tacoma WA 3813 6th Ave,,,Salesforce
9637374,,Brooks Remencus,,,remencusb@gmail.com,,List import
5994050,,Alamgir chy Alamgir chy,,,mdalamgir111970a@gamil.com,,Web Form Fillout
332669,,timothy jacobs,,TBD,tim@ogtet.com,7603848884,
10903245,,Jeffrey Farthing,,,jefffarthing@ptd.net,,Web Form Fillout
129185,,Douglas Richards,Financial Planner,"Securities America Advisors, Inc.",douglas.richards@securitiesamerica.com,402-399-9111,
10887116,Inactive Investor,Alex Kramer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11176370,Inactive Investor,Zachary Groet,Financial Advisor,LPL Financial LLC Avon NY 68 Genesee St,zachary.groet@lpl.com,,Salesforce
10912264,Inactive Investor,Brady Wilkins,Financial Advisor,LPL Financial LLC Oak Brook IL 1111 W 22nd St,brady.wilkins@lpl.com,,Salesforce
10795012,Inactive Investor,Andrew Jones,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Salem OR 1174 Cornucopia St NW",jonesae@stifel.com,,Salesforce
51734,,Lane Jerdal,,"VALIC Financial Advisors, Inc.",lane.jerdal@valic.com,908-470-4110,
11054013,Inactive Investor,Frederick Blum,Chief Compliance Officer;Operations Manager;Portfolio Manager,Augustine Asset Management Inc,fblum@augustineasset.com,,Salesforce
227907,, -,,[[Unknown]],rashone.mccalla89@gmail.com,,Other
11095123,Inactive Investor,Jeffrey Pringle,Financial Advisor,Edward Jones Wheaton IL 1725 S Naperville Rd,jeff.pringle@edwardjones.com,,Salesforce
10750280,Inactive Investor,Matias Manzo,Chief Operating Officer;Financial Advisor;President,Bondwire Caracas Centro Banaven Of : B-15-01,,,Salesforce
10905713,Inactive Investor,Timothy Mccoy,Head - Business Development;Principal,The London Company of Virginia,tmccoy@tlcadvisory.com,,Salesforce
350622,,Dave Latzke,"Managing Director, Partner","Cherry Tree Wealth Management, Llc",dlatzke@cherrytree.com,952-893-9012,Manual List Upload
239920,,Robert Lambert,,[Unknown],rlambert@at-pw.com,801-534-0088,Database Upload
10769365,Inactive Investor,Ralph Giwerc,Financial Advisor,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",ralph.giwerc@equitable.com,,Salesforce
9547907,,David Marley,,,dmarley@massmutual.com,,List import
249196,,Matthew Albani,,Bloomberg,malbani@bloomberg.net,,Manual List Upload
11234801,Inactive Investor,Daniel Zappone,Chief Compliance Officer,Symmetry Partners,,,Salesforce
71435,,Erik Snyder,,Fidelity Personal and Workplace Advisors,erik.snyder@fidelity.com,,
346690,,Steven Forss,Senior Project Manager,"Amundi Asset Management Us, Inc.",steven.forss@pioneerinvest.com,617-422-4700,Manual List Upload
11079290,Inactive Investor,John Bowman,,"Raymond James Financial Services, Inc.",john.bowman@raymondjames.com,,Salesforce
10757867,Inactive Investor,Courtney Richard,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,courtney.grilli@ubs.com,,Salesforce
10749028,,حسین معتمدی,,,hossienmotamedi.313@gmail.com,,Web form fillout
9646868,,William Gourves,,,wgourves@gmail.com,,List import
9555641,,LOUIS MOORE,,,bubbalou817@gmail.com,,List import
11029132,Inactive Investor,Steven Simons,Financial Associate,Thrivent Investment Management Inc. Montello WI 5 E Park St,steven.simons@thrivent.com,,Salesforce
11103351,Inactive Investor,Dawn Partlow,Financial Representative,GWN Securities Inc. Merritt Island FL 100 Parnell St,dpartlow@gwnsecurities.com,,Salesforce
9581209,,Ed Ross,,,epross32@gmail.com,,List import
78686,,James Gentry,Advisor,"MML Investors Services, LLC",jamesgentry@financialguide.com,314-548-4825,
10965089,Inactive Investor,Gloria Maxfield,Chief Compliance Officer;Financial Advisor;Founder;Investment Advisor;Investment Advisor Representative;President,Women's Worth Advisors Hilton Head Island SC 15 Hospital Center Cmns,gigi@womensworthadvisors.com,,Salesforce
9613953,,fsd jklkjlkjlkj,,,skfjsd@skfs.com,,List import
10911148,Inactive Investor,Karina Rodrigues Alves,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,karina.rodrigues-alves@jpmorgan.com,,Salesforce
11027780,Inactive Investor,Cole Namken,Associate Wealth Management Advisor;Lead Advisor,"Northwestern Mutual Investment Services, LLC Decatur IL 240 S Main St",cole.namken@nm.com,,Salesforce
10961123,Inactive Investor,James Croft,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,,,Salesforce
10788910,Inactive Investor,Ziad Habayeb,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,ziad.habayeb@morganstanley.com,,Salesforce
9548406,,Elizabeth Harding,,,liz.harding@marinerwealthadvisors.com,,List import
11002525,Inactive Investor,Camila Gindel,Assistant Vice President;Audit Supervisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1500 American Blvd",camila.gindel@bofa.com,,Salesforce
11231743,Inactive Investor,Ernest Lau,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,ernest.lau@fidelity.com,,Salesforce
10647836,,Brian Quint,,,bquint@mountaincapital.us,,List Import
11001912,Inactive Investor,Gwendolyn Ruppert,Associate Vice President,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",gwen.ruppert@raymondjames.com,,Salesforce
9644548,,Marc Rudofker,,,marc.rudofker@raymondjames.com,,List import
10768558,Inactive Investor,James Metcalf,Financial Advisor,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",jim.metcalf@rbc.com,,Salesforce
218543,,Jonathan Anderson,,[Unknown],jonandrsn1@gmail.com,,
10991105,Inactive Investor,Autumn Wittlieff,Financial Advisor,LPL Financial LLC Ludington MI 401 W Ludington Ave,autumn.wittlieff@lpl.com,,Salesforce
9582858,,Matthew Vance,,,mattv@vergepointe.com,,List Import
10976235,Inactive Investor,Nicole Soto,,Fidelity Brokerage Services LLC,,,Salesforce
9573901,,Ben S,,,bensw13@hotmail.com,,List import
11016433,Inactive Investor,Matthew Inserra,Senior Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,matthew.inserra@morganstanley.com,,Salesforce
9588507,,Harold Anderson,,,harold@parkshorewealth.com,,List import
10767275,Inactive Investor,Philip Henry,,"Kestra Investment Services, LLC Bridgeville PA 1370 Washington Pike",,,Salesforce
10939832,Inactive Investor,Linell Ruiz-Esparza,,"Wells Fargo Clearing Services, LLC Chatsworth CA 10250 Mason Ave",linell.ruiz-esparza@wellsfargo.com,,Salesforce
9566468,,Ted Stine,,,tstine1@mac.com,,List import
11035456,Inactive Investor,Gurpreet Singh,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11121178,Inactive Investor,Gregory Hier,,"The Leaders Group, Inc.",,,Salesforce
10762307,Inactive Investor,Carol Wake,Senior Client Service Associate,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,carol.wake@ubs.com,,Salesforce
10820201,Inactive Investor,Scott Ahrens,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Gilbert AZ 2915 E Baseline Rd",scott.ahrens@wfafinet.com,,Salesforce
10593095,,Roberto Baitini,,,roberto.bai@outlook.com,,Web Form Fillout
10971300,Inactive Investor,Baley Federico,,Vanguard Marketing Corporation,baley_federico@vanguard.com,,Salesforce
11097868,Inactive Investor,Candace Hamilton,Chief Compliance Officer,"Liberty Wealth Management, LLC Newport Beach CA 4675 Macarthur Ct",candace@libertygroupllc.com,,Salesforce
9544883,,Lam Giang,,,lam.giang@transamerica.com,,List import
11196294,Inactive Investor,Marion Hanna,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,marion.hanna.bwtk@statefarm.com,,Salesforce
11165063,Inactive Investor,Nicole Ferrara,,LPL Financial LLC Doylestown PA 259 Veterans Ln,nicole.ferrara@lpl.com,,Salesforce
10796082,Inactive Investor,Erica Thomas,Private Client Investment Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,erica.g.ahee@jpmorgan.com,,Salesforce
9598858,,sama saeidi,,,samasaeidi62@yahoo.com,,List import
5188493,,Aleksandra Buimistere,,,no.coin.media@gmail.com,,Web Form Fillout
11084698,Inactive Investor,John Foltz,,LPL Financial LLC Scottsdale AZ 7047 E Greenway Pkwy,john.foltz@lpl.com,,Salesforce
10617621,,Anthony Brown,,,anthony.brown@equitable.com,,List Import
9645026,,Kathy Nalywajko,,,kathy.nalywajko@mai.capital,,List import
11153467,Inactive Investor,Duane Froelicher,,"Cambridge Investment Research, Inc. Florence KY Private Residence",,,Salesforce
9540373,,James Williams,,,jwilliams@getty.edu,,List Import
9597800,,John Callegari,,,john.callegari@fciadvisors.com,,List import
11031696,Inactive Investor,Jaymes Aldrich,Financial Advisor,Edward Jones Iron River MI 425 N 3rd Ave,jay.aldrich@edwardjones.com,,Salesforce
10875128,Inactive Investor,Fred Swank,Financial Advisor,Edward Jones Monroe MI 1214 S Telegraph Rd,fred.swank@edwardjones.com,,Salesforce
9544983,,John Hawkins,,,jhawkins@crownmail.net,,List import
11097572,Inactive Investor,David Sinclair,Chief Compliance Officer;Managing Member,"Mile High Investments, LLC",david@airmantax.com,,Salesforce
11165361,Inactive Investor,Eric Nohner,Financial Advisor,"Osaic Wealth, Inc. Cottage Grove MN Private Residence",,,Salesforce
11095004,Inactive Investor,James Adam,Senior Consultant,NFP Retirement Inc. Minneapolis MN 505 Hwy 169 N,,,Salesforce
10961132,Inactive Investor,Jessica Durand,,"First Heartland Capital, Inc. Saint Charles MO 2451 Executive Dr",jdurand@firstheartland.com,,Salesforce
10929246,Inactive Investor,Jason Bourgo,Regional Vice President,Lincoln Investment,jbourgo@lincolninvestment.com,,Salesforce
11076417,Inactive Investor,Frank Youdelman,Financial Services Professional,"MML Investors Services, LLC Tucson AZ 1846 E Innovation Park Dr",fyoudelman@financialguide.com,,Salesforce
10805552,Inactive Investor,Mark Johnson,Senior Business Systems Analyst,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,mark.johnson2@edwardjones.com,,Salesforce
9634090,,Andrey Kazanchev,,,kazanchev_a@mail.ru,,List import
11085049,Inactive Investor,Steven Thompson,Director - Investments,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10841307,Inactive Investor,Aaron Medema,Premier Banker,"Wells Fargo Clearing Services, LLC Walnut Creek CA 1920 Tice Valley Blvd",aaron.medema@wellsfargoadvisors.com,,Salesforce
11128379,Inactive Investor,Sandra Rivas,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",sandy.rivas@nm.com,,Salesforce
10659334,,Anil Pandya,,,apandya@ft.newyorklife.com,,List Import
9599266,,Ken Tryhorn,,,krtryhorn@outlook.com,,List import
11118856,Inactive Investor,Scott Trotter,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,scott.trotter@fidelity.com,,Salesforce
11116423,Inactive Investor,Austin Boehme,Relationship Banker,"Wells Fargo Clearing Services, LLC Asheville NC 11 Kitchen Pl",austin.boehme@wellsfargo.com,,Salesforce
10967502,Inactive Investor,Patrick Rea,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9552474,,Roger Lewis,,,roger.lewis@voya.com,,List import
10856815,Inactive Investor,Matthew Martin,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10614547,,Philip Ressa,"Financial Advisor, Managing Director, Senior Vice President",,philip.ressa@morganstanley.com,,List Import
11011813,Inactive Investor,Sweety Gandhi,,"Mutual of Omaha Investor Services, Inc. Saint Louis MO 4700 S Lindbergh Blvd",sweety.gandhi@mutualofomaha.com,,Salesforce
10872555,Inactive Investor,John Hare,,"IFP Securities, LLC",,,Salesforce
10852157,Inactive Investor,Liang Zhu,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",liang.zhu@tfaconnect.com,,Salesforce
246296,,Not Provided,Investor,Private investor,bryang@nedrowdecorating.com,,Manual List Upload
10846149,Inactive Investor,Matthew Kok,,"Raymond James Financial Services, Inc. Lynden WA 8118 Guide Meridian Rd",matthew.kok@raymondjames.com,,Salesforce
9553043,,Dmytro Yegorov,,,dyinvest2017@gmail.com,,List import
11140688,Inactive Investor,Liliana Voltaggio,,Citigroup Global Markets Inc.,liliana.voltaggio@citigroup.com,,Salesforce
11079017,Inactive Investor,Jane Donnelly,,LPL Financial LLC Paramus NJ 461 From Rd,jane.donnelly@lpl.com,,Salesforce
9585096,,Charles Somers,,,somersc@hdvest.net,,List import
11012807,Inactive Investor,Alison Brown,,Stonex Securities Inc. Henrico VA 8639 Mayland Dr,allison.brown@saswealth.com,,Salesforce
10761377,Inactive Investor,Anthony Browne,Global Institutional Consultant;Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",tony_browne@ml.com,,Salesforce
10976070,Inactive Investor,Amedee O'Gorman,,"Osaic Wealth, Inc. Waukesha WI W233N2080 Ridgeview Pkwy",,,Salesforce
9552135,,sheila donoghue,,,sheiladonoghue@hotmail.com,,List import
11121123,Inactive Investor,Richard Pignone,Co-Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Hamden CT 2321 Whitney Ave",richard.pignone@benjaminfedwards.com,,Salesforce
44038,,Linda Sjostrom,,"SagePoint Financial, Inc.",lsjostrom@sagepointadvisor.com,603-752-6445,
10983212,Inactive Investor,Sean Allen,Compliance Analyst,"Raymond James & Associates, Inc.",sean.allen@raymondjames.com,,Salesforce
9542528,,Nicolas vaz,,,nicolas.d.vaz@hotmail.com,,List import
10901199,Inactive Investor,Katie Weibel,Financial Advisor,Silver Grove Advisory Services Buffalo NY 8469 Sheridan Dr,kweibel@silvergrovegroup.com,,Salesforce
10783095,Inactive Investor,Maria Sohn,Senior Client Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11163556,Inactive Investor,Austin Segool,,Vanguard Marketing Corporation,austin_segool@vanguard.com,,Salesforce
11127148,Inactive Investor,Brittany Ashworth,,"Cambridge Investment Research, Inc. Roxboro NC 315 Semora Rd",,,Salesforce
11111016,Inactive Investor,Ronald Reno,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",ronald_reno@ml.com,,Salesforce
11112851,Inactive Investor,Joshua Ferguson,,"Farmers Financial Solutions, LLC Woodburn OR 1541 N Pacific Hwy",joshua.ferguson@farmers.com,,Salesforce
10947948,Inactive Investor,Ashley Dickson,Co-Founder,Next Bloom Wealth,,,Salesforce
9638288,,John Dominguez,,,jd@iginvestors.com,,List import
10816017,Inactive Investor,Debbie Hennek,,PFS Investments Inc. Benson MN 1325 Pacific Ave,debbie.hennek@primerica.com,,Salesforce
11220262,,Meghan Degroot,,,mdegroot@sandhillglobaladvisors.com,,Other
11203196,Inactive Investor,Ford Stokes,,Brookstone Capital Management LLC Atlanta GA 6 Concourse Pkwy,,,Salesforce
10494125,,Harrison Evert,,GTS,hevert@gtsx.com,,List Import
9572901,,Jesse Tharp,,,mtharp@ftbadvisors.com,,List import
231027,, -,,[[Unknown]],pasqualefrontuto@live.it,,
11041409,Inactive Investor,Robert Weingard,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",robert.weingard@raymondjames.com,,Salesforce
219099,,Danan Delsing,,[Unknown],danandelsing@gmail.com,,
10773766,Inactive Investor,Phillip Finley,,NYLIFE Securities LLC Albuquerque NM 8220 San Pedro Dr NE,finleyp@ft.newyorklife.com,,Salesforce
11166851,Inactive Investor,Lawrence Harkavy,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Hauppauge NY 888 Veterans Hwy,lawrence.harkavy@opco.com,,Salesforce
10956010,Inactive Investor,Dalia Zarie,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10809035,Inactive Investor,Bryan Boyle,,"Cambridge Investment Research, Inc. Wilkes Barre PA 613 Baltimore Dr",,,Salesforce
11097814,Inactive Investor,Michael Anyah,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10863607,Inactive Investor,John Diazmena,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,john.diaz@fmr.com,,Salesforce
11050032,Inactive Investor,Andrew Smith,Chief Financial Officer;Chief Investment Officer;Chief Investment Strategist;Managing Member;Regulatory Contact,Delos Wealth Advisors,andrew@delosca.com,,Salesforce
244147,,Brad Frey,Enterprise Sales Representative,Halo Investing,brad.frey@haloinvesting.com,513 3053630,Manual List Upload
9623001,,Sim TseShin,,,shainesim8998@gmail.com,,List import
11056590,Inactive Investor,Prince Coakley,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,princejcoakley@primerica.com,,Salesforce
10807323,Inactive Investor,David Pollock,Financial Advisor;Managing Director,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,david.pollock@morganstanley.com,,Salesforce
9620710,,Steven Hancock,,,stevenhancock83@gmail.com,,List import
11177452,Inactive Investor,Justin Vescovi,Financial Professional,LPL Financial LLC New Haven CT 265 Church St,justin.t.vescovi@lpl.com,,Salesforce
9579559,,Gilbert Hahn,,,ghahn@marvinandpalmer.com,,List import
11095875,Inactive Investor,Gregory Johnson,Senior Consultant,"Multnomah Group, Inc. Centennial CO Private Residence",,,Salesforce
10863860,Inactive Investor,David Peppard,,"Haverford Trust Securities, Inc.",dpeppard@haverfordtrust.com,,Salesforce
11065558,Inactive Investor,Joseph Compitello,Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,joseph.compitello@morganstanley.com,,Salesforce
11082549,Inactive Investor,Antonio Blasetti,,"Brean Capital, LLC Darien CT 3 Thorndal Cir",,,Salesforce
10866438,Inactive Investor,Lezlie Leier,,State Farm VP Management Corp. Boulder CO 2701 Iris Ave,,,Salesforce
11064424,Inactive Investor,John Vander Voort,Equity Plan Specialist;Family Wealth Director;Financial Advisor;First Vice President;Private Wealth Advisor;Senior Vice Presiden,Morgan Stanley Houston TX 845 Texas St,john.vandervoort@morganstanley.com,,Salesforce
11010744,Inactive Investor,Kevin Ayers,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,,,Salesforce
10661454,,Patrick Dorsey,,,pat@dorseyasset.com,,List import
10774427,Inactive Investor,Anne Baratta,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",barattaa@stifel.com,,Salesforce
10789525,Inactive Investor,Richard Multhaupt,Registered Client Service Associate,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
11072849,Inactive Investor,Kyle Dilella,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
10827895,Inactive Investor,Brian Patrick,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.patrick@fmr.com,,Salesforce
11199019,Inactive Investor,Craig Diehl,,Vanguard Marketing Corporation,craig_diehl@vanguard.com,,Salesforce
371812,,Mahdi Nosrati,,Iran,mahdi1382nosrat@gmail.com,,Salesforce
11167389,Inactive Investor,Dale Bielicki,Financial Associate,Thrivent Investment Management Inc. Buffalo NY 4476 Main St,dale.bielicki@thrivent.com,,Salesforce
10797840,Inactive Investor,Justin Florence,,"Capital and Planning, LLC",justin.florence@capitalandplanning.com,,Salesforce
9592416,,Marina Mincheva,,,marina.mincheva@gmail.com,,List import
11173593,Inactive Investor,Paul Reed,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",paul.reed@ampf.com,,Salesforce
10882421,Inactive Investor,Michael Perhne,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_perhne@vanguard.com,,Salesforce
10993592,Inactive Investor,Ian Mcardle,,"Raymond James & Associates, Inc. Reston VA 1875 Explorer St",ian.mcardle@raymondjames.com,,Salesforce
11160208,Inactive Investor,Thomas Rush,Client Associate;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",thomas.a.rush@ml.com,,Salesforce
189679,,Michael Merriman,Managing Member,"The Waterford Group, Llc",mm@waterfordgroupny.com,585-643-2159,Manual List Upload
11017584,Inactive Investor,Cheri Mchugo,Financial Advisor;Financial Planning Specialist,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,cheri.mchugo@morganstanley.com,,Salesforce
10922362,Inactive Investor,Joseph Benoit,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11199220,Inactive Investor,Peter Jaeschke,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
11158978,Inactive Investor,Deborah Boisselle,Financial Consultant;Vice President - Investments,LPL Financial LLC Toledo OH 3130 Executive Pkwy,deborah.boisselle@lpl.com,,Salesforce
10884743,Inactive Investor,George Benoit,,"First Citizens Investor Services, Inc. Columbia SC 1212 Main St",cole.benoitjr@firstcitizens.com,,Salesforce
9627484,,Timothy Massad,,,tmassad@me.com,,List import
372417,,Dwaine Umberger,,United States,deumberger@gwtc.net,,Website
11024556,Inactive Investor,Megan Fagan,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",,,Salesforce
10912469,Inactive Investor,Qing Sun,,"Farmers Financial Solutions, LLC Artesia CA 12140 Artesia Blvd",,,Salesforce
11261216,Inactive Investor,Thomas Tuskey,Financial Advisor,"Northstar Financial Companies, Inc.",thomas@nstarfinco.com,,Salesforce
11130207,Inactive Investor,Ilya Smushkin,,"RBC Capital Markets, LLC",,,Salesforce
10773053,Inactive Investor,John Bickel,Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,jbickel@rwbaird.com,,Salesforce
11209088,Inactive Investor,Nikki Foley,Chief Marketing Officer;Managing Member,Paladin Financial,nikki.foley@financialpaladin.com,,Salesforce
10757393,Inactive Investor,Yaelle Kimmelman,Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,yaelle.kimmelman@morganstanley.com,,Salesforce
10997551,Inactive Investor,Jennifer Montgomery,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
11136125,Inactive Investor,Devon Wood,Financial Advisor,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",devon.wood@nm.com,,Salesforce
10768545,Inactive Investor,Algis Strikas,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marco Island FL Private Residence",algis_strikas@ml.com,,Salesforce
11049126,Inactive Investor,Thomas Robinett,,"Ameritas Investment Company, LLC Cincinnati OH 11503 Deerfield Rd",trobinett@ameritas.com,,Salesforce
10985907,Inactive Investor,Hin Fung Calvin Kwong,,J.P. Morgan Securities LLC San Francisco CA 265 Winston Dr,fung-calvin.kwong@jpmorgan.com,,Salesforce
10809097,Inactive Investor,Charles Stephen,Managing Member,"Glenwood Investment Group, LLC",,,Salesforce
9639904,,Ferdie Sarmiento,,,fsarmiento@koretfoundation.org,,List import
337990,,Jamie Ward,,Coker & Palmer,jward@cokerpalmer.com,601-354-0860,Manual List Upload
9548655,,Natalie Schnuck,,,nschnuck@firstrepublic.com,,List import
10752523,Inactive Investor,Paul Buckley,Financial Advisor;Financial Planning Specialist;Workplace Advisor,Morgan Stanley Shrewsbury NJ 1030 Broad St,paul.buckley@morganstanley.com,,Salesforce
10925260,Inactive Investor,Robert Theisen,,NYLIFE Securities LLC Gilbertsville PA Private Residence,rtheisen@ft.newyorklife.com,,Salesforce
10755033,Inactive Investor,Daniel Mtpleasant,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",daniel.mtpleasant@wellsfargoadvisors.com,,Salesforce
10778476,Inactive Investor,Jerome Timmermann,,NYLIFE Securities LLC Breese IL 205 N Main St,jtimmermann@ft.newyorklife.com,,Salesforce
9629932,,My K,,,lawmk911@gmail.com,,List import
11048265,Inactive Investor,Jose Rivera,,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
11026063,Inactive Investor,Jennifer Noll,,State Farm VP Management Corp. Muscatine IA 2711 University Dr,jennifer.noll.vaatr8@statefarm.com,,Salesforce
10885881,Inactive Investor,Kevin Kuhn,Chief Compliance Officer;Managing Member;Partner,"Kuhn & Company Investment Counsel, LLC",kevink@kuhnandcompany.com,,Salesforce
10974164,Inactive Investor,Michael Cunningham,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,michael.cunningham@primerica.com,,Salesforce
9617870,,Adam Savin,,,adamsavin@boothcreekcapital.com,,List import
11047855,Inactive Investor,David Barwick,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",david.barwick@wellsfargo.com,,Salesforce
11057105,Inactive Investor,Brooke Gordon,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10771502,Inactive Investor,James Higley,Chief Compliance Officer;Principal,Eames Financial,,,Salesforce
117859,,John Beaver,Vice President,"Congress Asset Management Company, LLP",jbeaver@congressasset.com,617-737-1566,
10976033,Inactive Investor,Trevion Green,Business Specialist;Private Client Banker,J.P. Morgan Securities LLC Dallas TX 3535 W Camp Wisdom Rd,trevion.green@jpmorgan.com,,Salesforce
11122673,Inactive Investor,David Very,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",david.very@ml.com,,Salesforce
10974660,Inactive Investor,Ivan Rose,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Birmingham MI 105 Willits St",,,Salesforce
11140928,Inactive Investor,Timothy Moses,Financial Advisor,Edward Jones Walpole MA 55 West St,tim.moses@edwardjones.com,,Salesforce
2584773,,Hakim Awuok,,,hmonykuer@gmail.com,,
11007545,Inactive Investor,James Clayton,,NYLIFE Securities LLC Evans GA Private Residence,jrclayton@ft.newyorklife.com,,Salesforce
10758376,Inactive Investor,Robert Bjekich,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 1430 Blue Oaks Blvd",robert.s.bjekich@ampf.com,,Salesforce
11217085,,Mandi Shiel,,,mandi.shiel@equitable.com,,Other
11086332,Inactive Investor,Christopher Quintin,Financial Advisor,LPL Financial LLC Burlington VT 150 Bank St,christopher.quintin@lpl.com,,Salesforce
11049740,Inactive Investor,Mark Seibert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,mark.seibert@fidelity.com,,Salesforce
10531808,,Kalvin Sid,CFP,"NEXT Financial Group, Inc.",kalvin@sidfinancial.com,6503788588,List Import
10825804,Inactive Investor,Rees Petersen,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",rees.petersen@raymondjames.com,,Salesforce
11060543,Inactive Investor,Linda Boland,Business Development Associate,Morgan Stanley Orland Park IL 15341 S 94th Ave,linda.boland@morganstanley.com,,Salesforce
10964057,Inactive Investor,William Davis,Chief Operating Officer;Chief Operations Officer,"Forum Financial Management, LP",mdavis@forumfinancial.com,,Salesforce
340507,,Amanda Speed,Member-manager,"Carter-haston Investment Partners Ii Gp, Llc",aspeed@carterhaston.com,615-279-9200,Manual List Upload
9554829,,Andrew Martin,,,amartin@ft.newyorklife.com,,List import
10962479,Inactive Investor,Caroline Cho,,J.P. Morgan Securities LLC Austin TX 1811 S Congress Ave,caroline.d.cho@jpmorgan.com,,Salesforce
11118892,Inactive Investor,Seth Bennett,,"TIAA-CREF Individual & Institutional Services, LLC Charleston SC 170 Meeting St",seth.bennett@tiaa.org,,Salesforce
11141701,Inactive Investor,Hunter Owen,Financial Advisor,Edward Jones Wheat Ridge CO 4350 Wadsworth Blvd,hunter.owen@edwardjones.com,,Salesforce
68163,,Stephen Dubarry,CIO-quantitative Strategies,"Stewardship Partners Investment Counsel, Inc.",sdubarry@stewardshippartners.com,180-093-06949,
11096876,Inactive Investor,Meaghan Maddox,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
9592099,,JI HYUNG KANG,,,luvdigi@gmail.com,,List import
10778890,Inactive Investor,Jill Rapps,Financial Advisor;Vice President,Ciccarelli Advisory Services Inc Naples FL 3066 Tamiami Trl N,,,Salesforce
10773590,Inactive Investor,Jeffrey Kammeraad,Financial Advisor,"MML Investors Services, LLC Holland MI 99 E 8th St",jeffkammeraad@financialguide.com,,Salesforce
10953284,Inactive Investor,Shawn Everett,,"Regulus Financial Group, LLC Estero FL 23190 Fashion Dr",,,Salesforce
10612867,,Sung Moo Cho,Financial Advisor,,sungmoo.cho@ampf.com,,List Import
10841001,Inactive Investor,Lewis Walker,Wealth Advisor,"The Strategic Financial Alliance, Inc. Peachtree Corners GA 3930 E Jones Bridge Rd",lwalker@thesfa.net,,Salesforce
10612043,,Arthur Tuttle,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President - Wealth Management",,arthur.w.tuttle@morganstanley.com,,List Import
335308,,Jenny Maroney,Executive Assistant,Sfw Capital Partners,jmaroney@sfwcap.com,914-510-8910,Manual List Upload
10803288,Inactive Investor,Victor Adler,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,vadler@janney.com,,Salesforce
11121137,Inactive Investor,Kevin Rodeffer,Associate Vice President - Investments;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Galesburg IL 40 Park Plz",kevin.rodeffer@benjaminfedwards.com,,Salesforce
10968938,Inactive Investor,Miguel Illidge Umana,,PFS Investments Inc. Miami FL 7955 NW 12th St,miguel.umana@primerica.com,,Salesforce
9560745,,Adegbite Oyewusi,,,darecool82001@aol.com,,List import
11067111,Inactive Investor,Livier Jimenez,,"Farmers Financial Solutions, LLC San Pedro CA 594 W 9th St",ljimenez@farmersagent.com,,Salesforce
11210492,Inactive Investor,Athena Helinski,,"Ameriprise Financial Services, LLC Grayling MI 2384 S I 75 Business Loop",athena.helinski@ampf.com,,Salesforce
9609982,,Luc Falempin,,,lucfalempin@gmail.com,,List import
10986054,Inactive Investor,Aleida Romero,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,aromero@primerica.com,,Salesforce
9578000,,Jimmy Santoso,,,jmmsantoso@gmail.com,,List import
11054556,Inactive Investor,Richard Dorfman,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Melville NY 58 S Service Rd,richard.dorfman@morganstanley.com,,Salesforce
10958321,Inactive Investor,Keith Washington,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",keith.washington@tiaa.org,,Salesforce
11053263,Inactive Investor,Jean Metayer,Financial Advisor,Edward Jones Matthews NC 5945 Weddington Rd,jean.metayer@edwardjones.com,,Salesforce
10646057,,Dario Kerkez,,,dario.kerkez@lpl.com,,List Import
9588329,,Julie Reyes,,,julie@reyesplan.com,,List import
11142672,Inactive Investor,Glenn Weiss,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",weissg@stifel.com,,Salesforce
10647915,,Emily Biehler,,,emily@trailwisefp.com,,List Import
11112675,Inactive Investor,Beth Ulbrich,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,beth.ulbrich@primerica.com,,Salesforce
10774352,Inactive Investor,Lawrence Marin,Financial Advisor,"Wells Fargo Clearing Services, LLC Rock Hill SC 113 E Main St",lawrence.marin@wellsfargo.com,,Salesforce
9571839,,Gregory Schmitt,,,greg@compasscapitalpartners.com,,List import
139904,,Matthew Vibert,,Personal Capital Advisors Corporation,matthew.vibert@personalcapital.com,303-336-4361,
9578901,,Gerard Morra,,,gmmorra@ft.newyorklife.com,,List import
11094777,Inactive Investor,William Gettings,Financial Advisor;Managing Member;Managing Partner;Wealth Management Advisor,Gettings Reed Financial,bill@gettingsreed.com,,Salesforce
234348,, -,,[[Unknown]],ceohgoodwin@gmail.com,,
10961819,Inactive Investor,Brendan Leyden,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9622184,,Michael Kuehne,,,michael.kuehne@me.com,,List import
11125339,Inactive Investor,Jens Albiez,Financial Advisor,United Planners' Financial Services of America A Limited Partner Sarasota FL Private Residence,,,Salesforce
10869317,Inactive Investor,Jonathan Savona,Financial Advisor;Wealth Manager,LPL Financial LLC Carlsbad CA 5900 Pasteur Ct,jonathan.savona@lpl.com,,Salesforce
10890391,Inactive Investor,Micah Larsen,,Fidelity Brokerage Services LLC,,,Salesforce
11010779,Inactive Investor,Dara McMillan,,"Osaic FS, Inc. Raleigh NC 900 Ridgefield Dr",,,Salesforce
372315,,rome odm,,[Unknown],hibeautiful77@hotmail.com,,Salesforce
9591332,,RJ GaBaldon,,,axiomrj@gmail.com,,List import
11199674,Inactive Investor,Daniel Hooper,Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",brock.hooper@ml.com,,Salesforce
11031913,Inactive Investor,Rolando Dorbecker,,Fidelity Brokerage Services LLC,,,Salesforce
9611132,,Sandra Mezzanotte,,,sandra.mezzanotte123@gmail.com,,List import
239944,,Christina Ulsby,,[Unknown],culsby@bhz.com,,Database Upload
11051102,Inactive Investor,Guido Mejia Aguaiza,Premier Banker,"Wells Fargo Clearing Services, LLC Rockaway NJ 401 US Hwy 46",guido.o.mejia@wellsfargo.com,,Salesforce
9556549,,Matthew Dillig,,,mdillig@hightoweradvisors.com,,List import
11047701,Inactive Investor,Chad Nason,,"Ameritas Investment Company, LLC Pittsburgh PA 790 Holiday Dr",chad.nason@ameritas.com,,Salesforce
11212325,Inactive Investor,Gregory Albin,,American Investors Company Temecula CA 31600 Corte Padrera,galbin@aicrep.com,,Salesforce
11001599,Inactive Investor,Justin Campbell,Financial Advisor,LPL Financial LLC Salem OR 2425 13th St SE,justin@campbellwealthmgmt.com,,Salesforce
351275,,Carol Darr,,"Holcombe Financial, Inc.",carol@holcombefinancial.com,404-257-3317,Manual List Upload
11104744,Inactive Investor,William Snodgrass,Financial Advisor,LPL Financial LLC Spring TX 4576 Research Forest Dr,w.snodgrass@lpl.com,,Salesforce
10981631,Inactive Investor,Scott Herndon,Financial Advisor,"Adapt Wealth Advisors, LLC",,,Salesforce
10775264,Inactive Investor,Leif Hagen,Financial Advisor,LPL Financial LLC Saint Paul MN 4640 Nicols Rd,leif.hagen@lpl.com,,Salesforce
9590756,,Eug Ng,,,eugenefbng@gmail.com,,List import
11235649,Inactive Investor,Bruce Altschuler,,Carnegie Lake Advisors LLC,,,Salesforce
9643758,,michael schafer,,,michaelschafer@schafersauto.com,,List import
11118619,Inactive Investor,Jodie Brennan,Vice President,"Wells Fargo Advisors Financial Network, LLC Irvine CA 18800 Von Karman Ave",jodie.brennan@wfafinet.com,,Salesforce
10972912,Inactive Investor,Aaron Steinberg,,LPL Financial LLC San Diego CA 4707 Executive Dr,aaron.steinberg@lpl.com,,Salesforce
11118412,Inactive Investor,Scott De Groot,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",scott.de-groot@tdameritrade.com,,Salesforce
11053110,Inactive Investor,Katian Lara Lopez,,J.P. Morgan Securities LLC Sugar Land TX 11555 State Hwy 6 S,katian.lara-lopez@jpmorgan.com,,Salesforce
242992,,Corban Lethcoe,Research Analyst,Blanke Schein Wealth Management,clethcoe@hightoweradvisors.com,7603465150,
9559702,,Lei Wu,,,ray.wu.china@gmail.com,,List import
11200096,Inactive Investor,Nainoor Thakore,Chief Investment Officer;Founder;Member,"Siharum Advisors, LLC Boston MA 20 Park Plz",,,Salesforce
10959610,Inactive Investor,Quinton Storm,,"Ameritas Investment Company, LLC Tulsa OK 1443 S Norfolk Ave",quinton.storm@ameritas.com,,Salesforce
9541238,,prem sah,,,nepaliprem@yahoo.com,,List import
11109293,Inactive Investor,Joshua Hartman,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,joshua.hartman@fmr.com,,Salesforce
10606266,,Douglas Thach,"Private Client Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",douglas.thach@bofa.com,212-852-3904,List Import
10862595,Inactive Investor,Scott Nightingale,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 19002 Bruce B Downs Blvd",scott.d.nightingale@ml.com,,Salesforce
10830042,Inactive Investor,David Lowenthal,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",david_lowenthal@ml.com,,Salesforce
11185583,Inactive Investor,Kristin Knight,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
10800289,Inactive Investor,John Stomberger,Financial Advisor,Robert W. Baird & Co. Incorporated Danville KY 328 W Main St,jstomberger@rwbaird.com,,Salesforce
11141828,Inactive Investor,Kathleen Bostroem,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",kathleen.bostroem@wellsfargoadvisors.com,,Salesforce
10891383,Inactive Investor,Charles Thauwald,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,charlie.thauwald@fmr.com,,Salesforce
11123265,Inactive Investor,Brian Macomber,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,brian.macomber@fidelity.com,,Salesforce
9618541,,Arman Gupta,,,gupta@bvflp.com,,List import
9580838,,Jean-Baptiste Pavageau,,,jeanbaptiste.pavageau@exoalpha.com,,List import
9609690,,Zhang Li,,,antoniozhangli@gmail.com,,List import
10936195,Inactive Investor,Dennie Lewis,,"Osaic Wealth, Inc. Myrtle Beach SC 1200 48th Ave N",,,Salesforce
11121553,Inactive Investor,Matthew Peterson,,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",peterson.matthew@principal.com,,Salesforce
10880446,Inactive Investor,Adam Gooch,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,adam.gooch@fidelity.com,,Salesforce
10885586,Inactive Investor,Keith Epstein,Branch Manager;Director,Robert W. Baird & Co. Incorporated West Palm Beach FL 777 S Flagler Dr,,,Salesforce
2232966,,Jerhson kender Dulong Alcantara,,,sonyer1829.jkda@gmail.com,,
10908221,Inactive Investor,Dan Yagodinski,,Thrivent Investment Management Inc. Beaver Dam WI 215 Corporate Dr,dan.yagodinski@thrivent.com,,Salesforce
11135204,Inactive Investor,Kimihiro Sato,Executive Director;International Client Advisor;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,satok@ms.com,,Salesforce
10907875,Inactive Investor,Scott Schultz,,NYLIFE Securities LLC Tustin CA 17291 Irvine Blvd,sschultz@ft.newyorklife.com,,Salesforce
11102979,Inactive Investor,Daniel Olsen,Investment Advisor Representative,LPL Financial LLC Hudson WI 538 Nordic Ln,daniel.olsen@lpl.com,,Salesforce
9553541,,Nikita Geovanis,,,mamontdude2@gmail.com,,List import
10982085,Inactive Investor,Silas Peterson,Chief Compliance Officer;Financial Advisor;Member;Partner;Regulatory Contact,"Financial Partners, LLC",s.peterson@fprrs.com,,Salesforce
9596014,,Teresa Nilsen,,,terry@hennessyadvisors.com,,List import
10992579,Inactive Investor,Matthew Tagle,,Commonwealth Financial Network New York NY 295 Madison Ave,mtagle@commonwealth.com,,Salesforce
10981720,Inactive Investor,Jin He,,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,jin.he@jpmorgan.com,,Salesforce
10995738,Inactive Investor,Daniel Smyth,Lead Advisor,"North Berkeley Wealth Management, LLC",daniel@northberkeleywealth.com,,Salesforce
11228840,Inactive Investor,Leonardo Montebello,,J.P. Morgan Securities LLC Santa Barbara CA 1165 Coast Village Rd,,,Salesforce
11231339,Inactive Investor,Stephen Bissett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",,,Salesforce
10818156,Inactive Investor,Katerina Lukenberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
11209711,Inactive Investor,Vincent Biondo,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9573018,,Michael Pagano,,,michael.pagano@surveyor-capital.com,,List import
11060793,Inactive Investor,Vincent LaFata,,"Navy Federal Investment Services, LLC Goodyear AZ 15420 W McDowell Rd",vincent_lafata@navyfederal.org,,Salesforce
11129583,Inactive Investor,Christopher Rockwell,Financial Advisor,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,crockwell@janney.com,,Salesforce
9581902,,Eddie Roberts,,,eroberts@massmutual.com,,List import
11125716,Inactive Investor,Richard Blake,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",scott.blake@nm.com,,Salesforce
10880805,Inactive Investor,Eileen Kohler,Financial Advisor,"Ameriprise Financial Services, LLC Jericho NY 333 Jericho Tpke",eileen.kohler@ampf.com,,Salesforce
9581321,,Andrew Roswell,,,aroswell@thecolonygroup.com,,List import
11119367,Inactive Investor,John Shenigo,Financial Advisor Trainee,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11025758,Inactive Investor,Ferd Ware,,"Woodmen Financial Services, Inc. Georgetown TX 3003 Dawn Dr",ffware@woodmen.org,,Salesforce
9620598,,Jonatan Saul Cruz,,,jonatanscruz@hotmail.com.ar,,List import
10879200,Inactive Investor,George Maniatis,Financial Advisor,Prime Capital Financial Denver CO 7800 E Union Ave,gmaniatis@pciawealth.com,,Salesforce
10921341,Inactive Investor,Galio Gurdian,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",galio.gurdian@nm.com,,Salesforce
10873360,Inactive Investor,Greg Large,Wealth Advisor,LPL Financial LLC Newark OH 1612 N 21st St,greg.large@lpl.com,,Salesforce
1001946,Inactive Investor,Sebastian Zhou,Investment Team,Alpha Square Group,sebastian.zhou@alphasquaregroup.com, +1 814 777 5898,Initial Salesforce Import
10909157,Inactive Investor,Eric King,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
333901,,Paul Murphy,Partner,"Sentinel Capital Partners, L.l.c.",murphy@sentinelpartners.com,212-688-3100,Manual List Upload
10889259,Inactive Investor,Mee Kim,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",meekim@financialguide.com,,Salesforce
98735,,Anh Tran,,SageMint Wealth,atran@sagemintwealth.com,,
9636847,,Stephen Byers,,,sbyers@brookepea.com,,List import
11207512,Inactive Investor,Kris Stockhammer,Financial Advisor,LPL Financial LLC Ormond Beach FL 1951 W Granada Blvd,kris.stockhammer@lpl.com,,Salesforce
10984672,Inactive Investor,Yan Dai,Chief Financial Officer,Grandva Capital LLC,,,Salesforce
10844142,Inactive Investor,Francis Boyle,,Commonwealth Financial Network Marlton NJ 750 Rte 73 S,,,Salesforce
11048887,Inactive Investor,Brooksher Morgan,Financial Planner;Partner;Wealth Manager,WorthPointe Austin TX 6836 Bee Caves Rd,brooks.morgan@wpwm.com,,Salesforce
11106502,Inactive Investor,Kyle O'Keefe,Executive Director;Senior Portfolio Manager,Morgan Stanley,,,Salesforce
11057386,Inactive Investor,Chad Schroeder,Financial Advisor,"CUSO Financial Services, L.P. Neenah WI 2300 Industrial Dr",,,Salesforce
11159146,Inactive Investor,Christopher Cruz,Financial Strategist,"Hornor, Townsend & Kent, LLC Poquoson VA 233 Wythe Creek Rd",ccruz@htk.com,,Salesforce
340628,,James Bannan,Partner And Co-lead,Coeli Frontier Markets Ab,james@coeli.se, -623104,Manual List Upload
11038746,Inactive Investor,Giselle Camilo,,"Allstate Financial Services, LLC Palm Beach Gardens FL 4550 PGA Blvd",gcamilo@allstate.com,,Salesforce
11050077,Inactive Investor,Antonio Trivelloni,Chief Compliance Officer;Member;Portfolio Manager;President,Trivelloni Asset Management,antonio@trivam.com,,Salesforce
10916700,Inactive Investor,Quentin Price,,Fidelity Brokerage Services LLC,,,Salesforce
9620698,,John Taddie,,,taddieman@aol.com,,List import
9541147,,Steven Bryant,,,smbryant2@yahoo.com,,List import
10925281,Inactive Investor,Brian Drozdowicz,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mequon WI 1249 W Liebau Rd",drozdowiczb@stifel.com,,Salesforce
559,,,,,darrylhannah@tiscali.it,,
10986117,Inactive Investor,Brandon Kane,Financial Advisor,Lakeridge Wealth Management LLC Boulder CO 1634 Walnut St,brandon@lakeridgewm.com,,Salesforce
9552745,,Dean Collins,,,dean@dimensionalstoneworks.com,,List import
10764552,Inactive Investor,Devin Hill,Executive Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,devin.hill@jpmorgan.com,,Salesforce
11049465,Inactive Investor,John Givens,Financial Advisor;Senior Vice President,Morgan Stanley Boulder CO 1800 Broadway,john.givens@morganstanley.com,,Salesforce
10969530,Inactive Investor,Nathanael Juvera,,Edward Jones Woodland Park CO 400 W Midland Ave,,,Salesforce
11149255,Inactive Investor,James Philippeaux,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 15715 S Dixie Hwy",james.j.philippeaux@ampf.com,,Salesforce
10923307,Inactive Investor,Stephen Stanger,Financial Professional,LPL Financial LLC Knoxville TN 5409 Millertown Pike,stephen.stanger@lpl.com,,Salesforce
10840432,Inactive Investor,Kristine Puellman,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",kristine.puellman@bofa.com,,Salesforce
9592369,,Terlumun Samuel,,,mbts73@gmail.comp,,List import
11212088,Inactive Investor,Michael Wagner,Financial Advisor - Private Wealth Management,Robert W. Baird & Co. Incorporated Phoenix AZ 2425 E Camelback Rd,mwagner@rwbaird.com,,Salesforce
11032500,Inactive Investor,Kim Desio,Senior Client Service Associate,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,kim.desio@ubs.com,,Salesforce
1004045,Inactive Investor,Heather Hopkins,,Heather Hopkins,hhopkins00@gmail.com,,source
10760759,Inactive Investor,Barbara Young,Vice President - Wealth Management,UBS Financial Services Inc. San Jose CA 50 W San Fernando St,barbara.young@ubs.com,,Salesforce
10985002,Inactive Investor,Brenda Insurriaga Nevarez,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,brenda.nevarez@primerica.com,,Salesforce
11154946,Inactive Investor,Michael Gee,Director,Citigroup Global Markets Inc. Washington DC 1000 Vermont Ave Nw,,,Salesforce
10880853,Inactive Investor,Mel Jacobs,,"Sunbelt Securities, Inc.",mel.jacobs@sunbeltsecurities.com,,Salesforce
11232117,Inactive Investor,Jared Mann,,Cetera Advisors LLC,,,Salesforce
10834710,Inactive Investor,Kim Magana,Chief Investment Officer;Founder;Member,"Marathon Capital Management, LLC",,,Salesforce
10832454,Inactive Investor,Gregory Pearlman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",greg.pearlman@nm.com,,Salesforce
11012605,Inactive Investor,Elizabeth Han,,J.P. Morgan Securities LLC Carrollton TX 1000 W Hebron Pkwy,elizabeth.han@jpmorgan.com,,Salesforce
11041765,Inactive Investor,Jack Acebal,,"Wells Fargo Clearing Services, LLC Daytona Beach FL 1540 Cornerstone Blvd",jack.c.acebal@wellsfargoadvisors.com,,Salesforce
213953,,Madhavarao Muppa,,t-mobile,madhavmuppa@yahoo.com,4254444434,
11231610,Inactive Investor,Krupaben Patel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",,,Salesforce
10758265,Inactive Investor,William Sims,,"Herbert J. Sims & Co, Inc.",wsims@hjsims.com,,Salesforce
6979736,,islam Uddin,,,islamuddin5724@gmail.com,,Web form fillout
10783219,Inactive Investor,Erin McEvoy,,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,erin.hayes@citi.com,,Salesforce
11021795,Inactive Investor,Mary Ganley,Financial Consultant,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",mary.ganley@wellsfargoadvisors.com,,Salesforce
10830379,Inactive Investor,Cynthia Lyons,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10826907,Inactive Investor,Robert Smith,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",allen.smith@rbc.com,,Salesforce
9643896,,Alexander Splawski,,,alexander.splawski@googlemail.com,,List import
11084777,Inactive Investor,Travis Shuman,Agency Owner;Investment Advisor Representative,"Horace Mann Investors, Inc. Fort Wayne IN 2200 Lake Ave",,,Salesforce
11232329,Inactive Investor,Ryan Hendrickson,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
11085109,Inactive Investor,Felicia Voloschin,Chief Compliance Officer;Owner;President,"Life's Business, Inc.",fvoloschin@lifesbusiness.com,,Salesforce
10886261,Inactive Investor,Brian Ravenelle,,LPL Financial LLC Oxford MA 351 Main St,brian.ravenelle@lpl.com,,Salesforce
41456,,Jenna Gillard,,United States,jennagilla@gmail.com,,source
10780527,Inactive Investor,Jeffrey Goldsmith,Financial Advisor;Global Sports and Entertainment Director;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,jeffrey.goldsmith@morganstanley.com,,Salesforce
10921302,Inactive Investor,Adam Casto,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11199745,Inactive Investor,Amy Blumer,Financial Advisor,Edward Jones Indianapolis IN 4181 E 96th St,amy.blumer@edwardjones.com,,Salesforce
10760638,Inactive Investor,Kaushik Murali,,Goldman Sachs & Co.,kaushik.murali@gs.com,,Salesforce
9596836,,kelly Hall,,,kellyhall59@gmail.com,,List import
10861289,Inactive Investor,David Shohet,,Financial Telesis Inc Oakland CA 1111 Broadway,,,Salesforce
10787850,Inactive Investor,Bradley Finkle,Board of Managers;Chief Administrative Officer;Executive Vice President;Member,"TIAA Kaspick, LLC",bradley.finkle@tiaa.org,,Salesforce
11058755,Inactive Investor,Jonathan Papac,,Fidelity Brokerage Services LLC,,,Salesforce
10701374,,Ife Bajo,,,hernameisifeoluwatomi@gmail.com,,Web Form Fillout
9551521,,James Loftin,,,jdloftin@unitedplanners.com,,List import
10865766,Inactive Investor,Mary Cleary,,State Farm VP Management Corp. Saint Paul MN 1190 County Road J,mary.cleary.gyy5@statefarm.com,,Salesforce
10883813,Inactive Investor,Scott Finch,,"Raymond James Financial Services, Inc. Saint George UT 1173 S 250 W",scott.finch@raymondjames.com,,Salesforce
11066908,Inactive Investor,Steven Glasberg,,LPL Financial LLC Thousand Oaks CA 3625 E Thousand Oaks Blvd,steven.glasberg@lpl.com,,Salesforce
11070966,Inactive Investor,James Belluomini,Financial Advisor,Edward Jones Nevada City CA 305 Railroad Ave,jim.belluomini@edwardjones.com,,Salesforce
11018070,Inactive Investor,Kimberly Romo,,LPL Financial LLC Irvine CA 5305 Alton Pkwy,kimberly.romo@lpl.com,,Salesforce
10960461,Inactive Investor,Connor Carlstrom,,J.P. Morgan Securities LLC Fort Lee NJ 188 Main St,connor.j.carlstrom@chase.com,,Salesforce
9621289,,Jared Black,,,jblack2508@gmail.com,,List import
10830711,Inactive Investor,Christian Goebel,Director,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,christian.goebel@jpmorgan.com,,Salesforce
9568953,,Richard Payne,,,maxfloat100@gmail.com,,List import
10865593,Inactive Investor,Donna Toombs,,"Wells Fargo Advisors Financial Network, LLC Conway AR 950 Hogan Ln",donna.toombs@wellsfargoadvisors.com,,Salesforce
351537,,Charles Greer,Partner,Greerwalker Wealth Llc,charles.greer@greerwalker.com,704-377-0239,Manual List Upload
128305,,Jared Copinga,,Financial Engines Advisors L.l.c.,jcopinga@financialengines.com,(800) 669-3900,
11141528,Inactive Investor,Shailendra Shukla,,State Farm VP Management Corp. Sunnyvale CA 1052 E El Camino Real,,,Salesforce
11034732,Inactive Investor,Kevin Reighn,,Vanguard Marketing Corporation,kevin_reighn@vanguard.com,,Salesforce
11002399,Inactive Investor,Konstantina Karterouli,Portfolio Manager,Folger Nolan Fleming Douglas Incorporated,kkarterouli@fnfd.com,,Salesforce
9555227,,Melody Townsend,,,melody@townsendplanning.com,,List import
10980116,Inactive Investor,Anthony Stokely,,"Farmers Financial Solutions, LLC Morristown TN 1203 W 3rd North St",,,Salesforce
10885784,Inactive Investor,Michael Schmitt,Financial Advisor,"Ameriprise Financial Services, LLC Newport Beach CA 4695 Macarthur Ct",michael.schmitt@ampf.com,,Salesforce
10812317,Inactive Investor,Nicholas Smith,,"Pruco Securities, LLC. Albany MO 213 W Clay St",nicholas.smith@prudential.com,,Salesforce
373748,,Akhila Pant,,[Unknown],akhilasaa@gmail.com,,source
10895289,Inactive Investor,Adam Scheidt,,"Northwestern Mutual Investment Services, LLC Columbus IN 404 Washington St",adam.scheidt@nm.com,,Salesforce
10825292,Inactive Investor,Manoj Sharma,,"Sanctuary Securities, Inc. Marion OH 107 N Main St",msharma@sanctuarywealth.com,,Salesforce
11206110,Inactive Investor,Jonathan Resabala,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated American Fork UT 5348 W 11000 N",jonathan.resabala@ml.com,,Salesforce
10819238,Inactive Investor,Jesse Wooten,Financial Advisor,"Wells Fargo Clearing Services, LLC Scarsdale NY 24 Chase Rd",jesse.wooten@wellsfargo.com,,Salesforce
10928260,Inactive Investor,Cory Rollo,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,cory.rollo@thrivent.com,,Salesforce
11021625,Inactive Investor,Rachel Buckhoff,Associate Financial Advisor,Financial Synergies,rachel@finsyn.com,,Salesforce
11160466,Inactive Investor,David Fasano,,Cetera Financial Specialists LLC Fort Lauderdale FL 3201 Griffin Rd,david.fasano@ceterafs.com,,Salesforce
10776980,Inactive Investor,Darrell Harvey,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,darrell.harvey@jpmorgan.com,,Salesforce
11017837,Inactive Investor,Paul Coleman,,"Etico Partners, LLC",,,Salesforce
9648444,,Dan Buck,,,dan@danbuck.net,,List import
10987444,Inactive Investor,Woini Tekleberhan,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,wtekleberhan@primerica.com,,Salesforce
9584959,,Bryan Yach,,,bryan.yach@fmr.com,,List import
10766000,Inactive Investor,Jonathan Leipold,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",kyle.leipold@rbc.com,,Salesforce
11136420,Inactive Investor,Carlos Hogan,Wealth Management Associate,Citigroup Global Markets Inc. New York NY 322 W 23rd St,,,Salesforce
9641573,,John Sorg,,,johnfsorg@outlook.com,,List import
11170718,Inactive Investor,Alexander Bass,,"HighTower Securities, LLC New York NY 512 W 22nd St",abass@hightoweradvisors.com,,Salesforce
10978457,Inactive Investor,David Donges,Financial Advisor,PNC Investments Canton OH 4978 Everhard Rd NW,david.donges@pnc.com,,Salesforce
11175125,Inactive Investor,Sheila Oeder,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,sheila.oeder@fidelity.com,,Salesforce
10851600,Inactive Investor,Paul Sherk,Regional Vice President,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,paul.sherk@primerica.com,,Salesforce
10879335,Inactive Investor,Brandon Santillo,Financial Advisor,Janney Montgomery Scott LLC Syracuse NY 5784 Widewaters Pkwy,bsantillo@janney.com,,Salesforce
9541329,,Tatsuya Hatsushika,,,tatsuya.hatsushika@gmail.com,,List import
10892255,Inactive Investor,Gilberto Solivan Young,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,gilberto.young@primerica.com,,Salesforce
11101999,Inactive Investor,James Ganther,,"Principal Securities, Inc. Eau Claire WI 4330 Golf Ter",ganther.jay@principal.com,,Salesforce
188665,,Moses Qayumov,,[Unknown],armughon@gmail.com,,source
92905,,Andrew Burdsall,Investment Advisor Representative,"Securities America Advisors, Inc.",andrew.burdsall@securitiesamerica.com,812-284-9929,
9638418,,Jan Mueller,,,jan.mueller@limmatwealth.com,,List import
11084612,Inactive Investor,Kristen Rose,,"VALIC Financial Advisors, Inc. Scottsdale AZ 15333 N Pima Rd",kristen.rose@valic.com,,Salesforce
11222683,,Ryan Bytwerk,,,rbytwerk@gradientsecurities.com,,List Import
11183065,Inactive Investor,Paul Salter,,"Allstate Financial Services, LLC Boynton Beach FL 4793 N Congress Ave",,,Salesforce
11223889,,[Unknown],,,l.kramer@harnessap.org,,List Import
177585,,Mario Rodriguez,CIO,[Unknown],mrodriguez@bnf-kc.com, +1 913 906 7660,Database Upload
10761548,Inactive Investor,David Norris,Family Wealth Advisor;Financial Advisor;First Vice President - Wealth Management;Workplace Advisor - Equity Compensation,Morgan Stanley Pasadena CA 55 S Lake Ave,david.norris@morganstanley.com,,Salesforce
11073665,Inactive Investor,Jack Sytsma,Estate Planning Consultant;Financial Advisor;Senior Vice President;Wealth Advisor,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,jack.sytsma@morganstanley.com,,Salesforce
11066088,Inactive Investor,Robert Simmons,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Huntington WV 704 4th Ave",robert.p.simmons@rbc.com,,Salesforce
11179572,Inactive Investor,Steven Applegate,Financial Advisor;Portfolio Manager;Senior Portfolio Manager;Vice President,Morgan Stanley Peoria AZ 16155 N 83rd Ave,steven.applegate@morganstanley.com,,Salesforce
11168815,Inactive Investor,Daniel Ayenew,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Palo Alto CA 535 Cowper St",daniel.ayenew@tiaa.org,,Salesforce
240638,,MCNEW ERIC,,[Unknown],ericgmcnew@gmail.com,,Event
11056731,Inactive Investor,Brian Munson,Partner,LPL Financial LLC Spokane WA 201 W North River Dr,brian.munson@lpl.com,,Salesforce
10943519,Inactive Investor,Ian Shaw,Chief Compliance Officer;Managing Director;Senior Vice President,HSBC Securities (USA) Inc.,ian.g.shaw@us.hsbc.com,,Salesforce
237947,, -,,[[Unknown]],schmidt2706@googlemail.com,,
342448,,Claudia Baron,Partner,Ppm America Inc,claudia.baron@ppmamerica.com,312-634-2500,Manual List Upload
11185130,Inactive Investor,Marsha Abbott,Financial Advisor,Edward Jones Dubuque IA 4840 Asbury Rd,marsha.abbott@edwardjones.com,,Salesforce
9610113,,Hakk? Onur ULU,,,ulualarga61@hotmail.com,,List import
9541894,,Choi Yongseon,,,rok232ca@gmail.com,,List import
11122064,Inactive Investor,Casey Jones,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,casey_jones@vanguard.com,,Salesforce
6968492,,koop poop,,,vomapex284@youke1.com,,Web Form Fillout
11217782,,Kenneth Gehl,,,kgehl@rwbaird.com,,List Import
10821949,Inactive Investor,Darren Morgan,Financial Advisor,"Cadaret, Grant & Co., Inc. North Olmsted OH 28906 Lorain Rd",dmorgan@cadaretgrant.com,,Salesforce
10758796,Inactive Investor,Joseph Crossan,President;Regulatory Contact,"NBS Financial Services, Inc.",geordie@nbscompanies.com,,Salesforce
9564480,,Richard Lesley,,,rlesley@sigmarep.com,,List import
10659737,,Jon Tien,,,jon.t.tien@jpmorgan.com,,List Import
10765249,Inactive Investor,Andrew Means,First Vice President,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",,,Salesforce
11076754,Inactive Investor,Mattawe Clements,Chief Compliance Officer;Investment Advisor;Managing Principal,Clements Investment Management,matt@mpclements.com,,Salesforce
11059165,Inactive Investor,Mccabe Strothmann,,"J.W. Cole Financial, Inc. Mount Vernon IL Private Residence",,,Salesforce
9593261,,Melissa Lynch,,,mlynch@strategicgroup.com,,List import
11036370,Inactive Investor,James Mccarthy,,Deutsche Bank Securities Inc.,,,Salesforce
9625197,,michael odell,,,ma_odell@yahoo.com,,List import
10477147,,HARVEY GAMM,,,harvnyc@gmail.com,,Web Form Fillout
340357,,Kathy Olivari,Client Relationship Specialist,Meyer Capital Group,kolivari@meyercg.com,856-985-8400,Manual List Upload
9585331,,Michael Carroll,,,mike@heritagetrust.com,,List import
10824758,Inactive Investor,David Alexander,,"Avantax Investment Services, Inc. Harvard MA 284 Ayer Rd",,,Salesforce
11197666,Inactive Investor,Paola Chousal Vargas,,Citigroup Global Markets Inc.,,,Salesforce
11041520,Inactive Investor,Matthew Percey,,J.P. Morgan Securities LLC Auburn CA 2520 Grass Valley Hwy,matthew.percey@jpmorgan.com,,Salesforce
10940484,Inactive Investor,Colin Moore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9595726,,Cliff Loh,,,cloh@aspiriant.com,,List import
11043127,Inactive Investor,John Steele,,J.P. Morgan Securities LLC Noblesville IN 14775 Sunny Dell Ln,,,Salesforce
11170215,Inactive Investor,Jorge Rojas Guardela,,Morgan Stanley,,,Salesforce
11194710,Inactive Investor,Erik Tower,Financial Advisor,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",erik.tower@wellsfargoadvisors.com,,Salesforce
10906088,Inactive Investor,Justin Graves,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10657392,,James Leyden,,,james.leyden@lpl.com,,List Import
11105283,Inactive Investor,Theodore Ennis,Associate,Thrivent Investment Management Inc. Kutztown PA 102 Tomahawk Dr,theodore.ennis@thrivent.com,,Salesforce
7115221,,Nanami Joko,,,siban57909@orgria.com,,Web Form Fillout
10969344,Inactive Investor,Tommy Dang,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
10957800,Inactive Investor,Charles Crouch,President,"CMC Wealth Management, LLC Lexington SC 955 E Main St",,,Salesforce
11018110,Inactive Investor,Anicia Segura,,LPL Financial LLC Englewood CO 8000 E Prentice Ave,anicia.segura@lpl.com,,Salesforce
158700,,Andy Meza,,[Unknown],andymeza@gmail.com,,Organic Search
1003131,Inactive Investor,Jen Bawden,,Bawden Family Office,jen@bawdencapital.com,,3rd Party Lead Gen
11079752,Inactive Investor,Matthew Anagnostou,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",matt.anagnostou@nm.com,,Salesforce
9636120,,Niklas Quadt,,,nquadt@ta.com,,List import
11147297,Inactive Investor,James Anthony,,"Allstate Financial Services, LLC Birmingham AL 430 Emery Dr",jimanthony@allstate.com,,Salesforce
11079551,Inactive Investor,James Mills,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",jim.mills@truist.com,,Salesforce
11209385,Inactive Investor,Charles Barrows,Financial Advisor,Edward Jones Lancaster OH 130 W Chestnut St,charles.barrows@edwardjones.com,,Salesforce
11146796,Inactive Investor,Myles Anderson,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",myles.anderson@ml.com,,Salesforce
10920320,Inactive Investor,Lucia Bae,,"MML Investors Services, LLC Duluth GA 2400 Pleasant Hill Rd",ybae@financialguide.com,,Salesforce
11073884,Inactive Investor,Luis Bejarano,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9554739,,Jay Black,,,blackja@ft.newyorklife.com,,List import
10965275,Inactive Investor,James Masgai,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11017342,Inactive Investor,Philip Glovick,Financial Consultant,"Equitable Advisors, LLC Grand Rapids MI 2828 Kraft Ave SE",philip.glovick@equitable.com,,Salesforce
11055552,Inactive Investor,James Dixon,Financial Services Representative,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
10868754,Inactive Investor,Bradford Sylve,Chief Compliance Officer;Managing Member,"DFW Wealthcare Advisors, LLC",bradford.sylve@dfwwealthcareadvisors.com,,Salesforce
11099790,Inactive Investor,Leslie Wilkonson,Financial Advisor,LPL Financial LLC Englewood CO 5299 DTC Blvd,leslie.wilkonson@lpl.com,,Salesforce
226183,, -,,[[Unknown]],d.j.north@ntlworld.com,,Initial Salesforce Import
10810391,Inactive Investor,Peter Davies,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",peter2.davies@ml.com,,Salesforce
10778685,Inactive Investor,Kathleen Burke,Financial Advisor,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,kathleen.burke@ubs.com,,Salesforce
9563239,,Bradley Mock,,,bmock@mockholdings.com,,List import
11095480,Inactive Investor,Maro Paz,Financial Advisor;Retirement Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",maro.paz@ml.com,,Salesforce
9614058,,Brian Weinberg,,,brian.weinberg@associatedbank.com,,List import
10945733,Inactive Investor,James Larson,Financial Advisor,LPL Financial LLC Mundelein IL 685 S IL Rte 83,james.larson@lpl.com,,Salesforce
10979214,Inactive Investor,Charles Malsbury,Chief Compliance Officer;Chief Executive Officer;Founder,ThinkPlanSave,malsbury@thinkplansave.com,,Salesforce
11096197,Inactive Investor,Robert Powell,Retirement Planning Specialist,"Equitable Advisors, LLC Greenville NC 1105 Corporate Dr",robert.powell4@equitable.com,,Salesforce
10787271,Inactive Investor,Gerardo Chapa,,"Global Financial Services, L.L.C.",gchapa@globalhou.com,,Salesforce
10761513,Inactive Investor,Scott Hoffman,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Allentown PA 515 Hamilton St,scott.hoffman@morganstanley.com,,Salesforce
10935854,Inactive Investor,Kristen Mackenzie,,LPL Financial LLC Englewood CO 8400 E Prentice Ave,,,Salesforce
10978322,Inactive Investor,Robyn Pegram,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",robyn.pegram@firstcitizens.com,,Salesforce
9566992,,Bento Mento,,,fonymeme@hotmail.com,,List import
10824783,Inactive Investor,Violette Hawkins,Financial Advisor,Edward Jones Westmont IL 8 W Burlington Ave,violette.hawkins@edwardjones.com,,Salesforce
1006145,Inactive Investor,Greg Eyerly,,Benchmark Plus Management LLC,gbeyerly@gmail.com,,3rd Party Lead Gen
10778431,Inactive Investor,Scott Kleiner,Global Sports and Entertainment Director;Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,scott.l.kleiner@morganstanley.com,,Salesforce
11010010,Inactive Investor,Jack Pierre,Financial Advisor,Edward Jones Denver CO 3801 E Florida Ave,jack.pierre@edwardjones.com,,Salesforce
11201256,Inactive Investor,Adelaida Melendez Sastre,,PFS Investments Inc. San Juan PR 19 Calle Acuario,amelendez-sastre@primerica.com,,Salesforce
11175637,Inactive Investor,Michael Andry,Family Wealth Director;Private Wealth Advisor,Morgan Stanley Asheville NC 500 College St,michael.andry@morganstanleypwm.com,,Salesforce
10853228,Inactive Investor,Erik Fromm,Financial Advisor;Vice President,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,efromm@janney.com,,Salesforce
9543403,,David Chang,,,davidchang@financialguide.com,,List import
10890225,Inactive Investor,Laura Donovan,,"Hornor, Townsend & Kent, LLC Wilton CT 187 Danbury Rd",ldonovan@htk.com,,Salesforce
228240,, -,,[[Unknown]],adkins51@hotmail.com,,Direct
10558590,,Marco Meerman,,,mmeerman@gmail.com,,Web Form Fillout
11092626,Inactive Investor,Katherine Hayden,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",katherine.hayden@equitable.com,,Salesforce
10854190,Inactive Investor,Zhao Yang,,"Buckman, Buckman & Reid, Inc.",,,Salesforce
10801924,Inactive Investor,Paul Smith,Financial Advisor;Investment Management Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,paul.g.smith@morganstanley.com,,Salesforce
9567707,,Michael Naberhaus,,,michael.naberhaus@fidelity.com,,List import
204,,,,,fredwilson@two50ok.net,,
11228539,Inactive Investor,Mollie Colavita,Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,mollie.colavita@jpmorgan.com,,Salesforce
10987379,Inactive Investor,Alexander Rodriguez,,J.P. Morgan Securities LLC Spring TX 5931 FM 2920 Rd,,,Salesforce
11231552,Inactive Investor,Marisa Iglesias,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",marisa.iglesias@ml.com,,Salesforce
11026988,Inactive Investor,Ariel Rotenberg,Financial Advisor;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,ariel.rotenberg@morganstanley.com,,Salesforce
10833121,Inactive Investor,Kerry Zavory,,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
11191689,Inactive Investor,Ronald Cellini,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",r.cellini@prudential.com,,Salesforce
10791571,Inactive Investor,Kathryn Wilkerson,,Cetera Advisor Networks LLC Lancaster CA 42207 6th St W,romingerk@ceteranetworks.com,,Salesforce
10814369,Inactive Investor,Archana Goel,,"Next Financial Group, Inc. Austin TX 4718 Duval St",,,Salesforce
10950388,Inactive Investor,Ryan Sherba,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ryan_sherba@vanguard.com,,Salesforce
11238669,Inactive Investor,Philip Goelet,,"Red Abbey Capital Partners, LLC",pgoelet@redabbey.com,,Salesforce
9560411,,Randal Gabaldon,,,rj@berthelrep.com,,List import
11224081,,Alfonso fernando Arriaga bujdud,,,alfonsoarriagab@gmail.com,8711560528,Web Form Fillout
10752434,Inactive Investor,David Grindle,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Morrisville PA 385 Oxford Valley Rd",david.grindle@wfafinet.com,,Salesforce
10896136,Inactive Investor,Joshua Masariu,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",josh.masariu@raymondjames.com,,Salesforce
9630430,,Aaron Segal,,,asegal@harbert.net,,List import
338554,,Josh Resnick,Limited Partner,Jericho Capital Asset Management L.p.,jresnick@jerichocap.com,212-946-7650,Manual List Upload
9611135,,Gaelle Dufour,,,dufourgaelle@gmail.com,,List import
145869,,Qihao Yu,,[Unknown],yuqihao7@gmail.com,,Organic Search
10775220,Inactive Investor,Karen Andrushko,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",karen_e_andrushko@ml.com,,Salesforce
10991062,Inactive Investor,Steven Cruice,Chief Compliance Officer;Founder;Lead Advisor;Managing Member,Simply Steward,steve@simplysteward.com,,Salesforce
11055942,Inactive Investor,Columba Reid,Managing Manager,"Trinity Investment Management, LLC Arlington TX 200 N Mesquite St",,,Salesforce
11087856,Inactive Investor,Holley Black,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",holley.black@nm.com,,Salesforce
11260148,Inactive Investor,Rathip Rajakumar,,Goldman Sachs & Co.,,,Salesforce
243725,,Ryan Chaplinski,Vice President,Dimensional Fund Advisors,ryanj.chaplinski@dimensional.com,15123064349,Manual List Upload
11143940,Inactive Investor,Amanda Handeland,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",amanda.handeland@ml.com,,Salesforce
9559599,,Cynthia Green,,,cggreen@ft.newyorklife.com,,List import
10930709,Inactive Investor,Damian Perry,,PFS Investments Inc. Murfreesboro TN 2615 Medical Center Pkwy,damian.perry@primerica.com,,Salesforce
9556543,,Phanuel Markin,,,phanuel5859@gmail.com,,List import
10826216,Inactive Investor,Lance Hemmer,,Cetera Advisor Networks LLC Jacksonville FL 12276 San Jose Blvd,,,Salesforce
10936248,Inactive Investor,Lynn Olson,,"Ameritas Investment Company, LLC",lynn.olson@ameritas.com,,Salesforce
9617465,,Tyler Kellner,,,tkellner@vistaequitypartners.com,,List import
212176,,Jack Richardson,,[Unknown],38104holdings@gmail.com,,
10757847,Inactive Investor,Cristina Chiper,Assistant Vice President;Business Development Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11206733,Inactive Investor,Jose Cruz,,LPL Financial LLC Mission TX 900 Bryan Rd,jose.cruz@lpl.com,,Salesforce
11106556,Inactive Investor,Nicole Narkus,,"Raymond James Financial Services, Inc. Birmingham MI 34611 Woodward Ave",nicole.narkus@raymondjames.com,,Salesforce
11185392,Inactive Investor,Robert Ford,Investment Advisor Representative,Personal Financial Planning Inc.,rford@pfplans.com,,Salesforce
9597898,,Kevin Hook,,,kevin@bridgewealth.com,,List import
11100947,Inactive Investor,Wai Chan,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Honolulu HI 733 Bishop St,waikee.chan@morganstanley.com,,Salesforce
11078272,Inactive Investor,Jesse Garza,,"Northwestern Mutual Investment Services, LLC Kennewick WA 30 S Louisiana St",gordy.garza@nm.com,,Salesforce
10764622,Inactive Investor,Timothy Phillips,Chief Executive Officer,Phillips and Company Advisors LLC,tphillips@phillipsandco.com,,Salesforce
10974915,Inactive Investor,Nicolas Baquerizo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nicolas_baquerizo@vanguard.com,,Salesforce
10945140,Inactive Investor,Johnatan Hernandez,Financial Advisor,Edward Jones Goddard KS 110 N Main St,john.hernandez@edwardjones.com,,Salesforce
10487912,,Aurora Barcenas,,"HighTower Advisors, LLC",margaritabarcenas@yahoo.com,,List Import
9607175,,Andrew Malloy,,,andrew@atmalloypartnersllc.com,,List import
11093885,Inactive Investor,Frank Cangelosi,Financial Advisor,LPL Financial LLC Hawthorne NJ 674 Lafayette Ave,frank.cangelosi@lpl.com,,Salesforce
10944150,Inactive Investor,Gabriel Mecham,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",gabriel.mecham@ml.com,,Salesforce
11072168,Inactive Investor,Lana Pinkenson,,"Ameritas Investment Company, LLC Trevose PA Private Residence",lpinkenson@ameritas.com,,Salesforce
46695,,Giancarlo Troncoso,Investment Advisor Representative,"Jaffe Tilchin Investment Partners, Llc",john@jaffetilchin.com,813-963-2500,Manual List Upload
10948760,Inactive Investor,Matthew Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",,,Salesforce
11091285,Inactive Investor,Tyler Izykowski,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9585676,,Cynthia Foresta,,,cynthia_foresta@keybank.com,,List import
10898130,Inactive Investor,Lucia Cruz,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",lucia.cruz@valic.com,,Salesforce
11019784,Inactive Investor,Xue Lai,,J.P. Morgan Securities LLC San Francisco CA 3998 24th St,xue.lai@jpmorgan.com,,Salesforce
11027367,Inactive Investor,Rhodora Pagay,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",rhodora.pagay@ampf.com,,Salesforce
9573203,,Dino Macaluso,,,dmacaluso@pksinvest.com,,List import
9582375,,William Skolnick,,,wskolnick@samco.net,,List import
10659858,,Heidi Merkle,,,heidi.merkle@msgraystone.com,,List Import
10861682,Inactive Investor,Ara Oghoorian,Chief Compliance Officer;President,"ACap Asset Management, Inc. La Verne CA 1185 Baseline Rd",aoghoorian@acapam.com,,Salesforce
9585315,,Steven Copeland,,,steve@safe-harborplanning.com,,List import
10861022,Inactive Investor,Matt Keener,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,matt.keener@jpmorgan.com,,Salesforce
11028986,Inactive Investor,William Snider,Financial Professional,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",william.snider@prudential.com,,Salesforce
10989132,Inactive Investor,Dilys Huang,,"RBC Capital Markets, LLC",,,Salesforce
11222974,,Brian Christiansen,,,bchristiansen@sandscap.com,,List Import
10896513,Inactive Investor,Alison Donnelly,,"Raymond James Financial Services, Inc. Springfield MA 1500 Main St",sierra@raymondjames.com,,Salesforce
11005333,Inactive Investor,Anthony Volpe,,"Allstate Financial Services, LLC Sterling Heights MI 13827 19 Mile Rd",anthonyvolpe@allstate.com,,Salesforce
9608468,,Javier Suarez,,,j.suarez9181@gmail.com,,List import
11106489,Inactive Investor,Erik Burger,Financial Advisor;Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,erik.burger@morganstanley.com,,Salesforce
10806119,Inactive Investor,Rachael Peirce,Client Relationship Manager,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",rachael.peirce@ampf.com,,Salesforce
9622451,,Hossein rahmani,,,amirhosseinrahmani12@gmail.com,,List import
11208966,Inactive Investor,Samuel Perry,Wealth Advisor,Corient Boston MA 1 Post Office Sq,samuel.perry@corient.com,,Salesforce
11043109,Inactive Investor,Jessica Gagner,,The Huntington Investment Company Owosso MI 100 E Main St,jessica.gagner@huntington.com,,Salesforce
11190327,Inactive Investor,Richard Tardosky,,Lincoln Investment Chambersburg PA 430 Epic Dr,rtardosky@lincolninvestment.com,,Salesforce
10858247,Inactive Investor,Marissa Ward,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Zanesville OH 905 Zane St",marissa.ward@ml.com,,Salesforce
9645284,,Viraj Chaudhary,,,virajc1994@gmail.com,,List import
10773236,Inactive Investor,John Halper,Financial Advisor,"Wells Fargo Clearing Services, LLC Athens GA 315 Hawthorne Ln",john.halper@wellsfargoadvisors.com,,Salesforce
11071116,Inactive Investor,Philip Trowbridge,Financial Advisor,Edward Jones Sequim WA 329 S 3rd Ave,philip.trowbridge@edwardjones.com,,Salesforce
9592155,,Chelsea Johnson,,,chelsea.danielle@live.com,,List import
11175247,Inactive Investor,Scott Craddock,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",scott.craddock@oneamerica.com,,Salesforce
11074953,Inactive Investor,John Jameson,,Morgan Stanley,,,Salesforce
10945176,Inactive Investor,Debra Martin,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,deb.marquette@thrivent.com,,Salesforce
10896013,Inactive Investor,Isaac Robles,,Fidelity Brokerage Services LLC,isaac.robles@fidelity.com,,Salesforce
346394,,Debra Millard,Chief Financial Officer,"Continental Investors Services, Inc.",dmillard@cisinvest.com,360-423-5110,Manual List Upload
10971449,Inactive Investor,Georgia Kern,,Vanguard Marketing Corporation,georgia_kern@vanguard.com,,Salesforce
10866082,Inactive Investor,Starley Buchanan,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",starley.buchanan@nm.com,,Salesforce
10957825,Inactive Investor,Miguel De La Torre,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Midlothian TX 2211 FM 663",,,Salesforce
10849912,Inactive Investor,David Bartz,Financial Advisor,LPL Financial LLC Willowbrook IL 7420 S County Line Rd,david.bartz@lpl.com,,Salesforce
10850472,Inactive Investor,Steven McSween,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10753458,Inactive Investor,Michael Bailey,Financial Advisor,Edward Jones West Point NE 443 S Main St,mike.bailey@edwardjones.com,,Salesforce
11261008,Inactive Investor,Hannah Entenman,Financial Advisor,Abacus Wealth Partners,hannah.entenman@abacuswealth.com,,Salesforce
11164051,Inactive Investor,Amber-Sky Skipps,Associate,Edward Jones Huntington Beach CA 15061 Springdale St,,,Salesforce
10819746,Inactive Investor,Patricia Stuart,,"Raymond James Financial Services, Inc. Lake City FL 4641 W US Hwy 90",patricia.stuart@raymondjames.com,,Salesforce
9635170,,Cameron Becker,,,becker@newbury-partners.com,,List import
10911017,Inactive Investor,Michael Markarian,Chief Compliance Officer;Managing Member;Principal,MB3 Consulting LLC,michael@mb3consult.com,,Salesforce
183382,,Junaid Mohiuddin,,[Unknown],jgmohiuddin@gmail.com,,Organic Search
11109897,Inactive Investor,Laurie Von Dollen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",laurie_a_vondollen@ml.com,,Salesforce
9562602,,Giancarlo Coiana,,,tramstopltd@yahoo.co.uk,,List import
9593177,,Amir Yazdani,,,amiryazdani68@gmail.com,,List import
11122149,Inactive Investor,Jennifer Mcgilvery,,J.P. Morgan Securities LLC New York NY 277 Park Ave,jennifer.mcgilvery@jpmorgan.com,,Salesforce
11153993,Inactive Investor,Selina Raass,Wealth Management Associate,Morgan Stanley Provo UT 5255 N Edgewood Dr,selina.raass@morganstanley.com,,Salesforce
11153956,Inactive Investor,Craig Crump,,State Farm VP Management Corp. Marietta GA 3225 Shallowford Rd,craig.crump.glqf@statefarm.com,,Salesforce
11160677,Inactive Investor,William Gela,Chief Compliance Officer;Managing Director;Owner,Investment Consultants LLC,,,Salesforce
10948137,Inactive Investor,Joel Jeffson,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,joel.jeffson@fmr.com,,Salesforce
230164,, -,,[[Unknown]],cwgilbert@gmail.com,,
11145254,Inactive Investor,Allison Donofrio,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
10954626,Inactive Investor,Teresa Robles,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,teresa.robles@jpmorgan.com,,Salesforce
11149859,Inactive Investor,Shawntrice Johnson,Investment Specialist,PFS Investments Inc. Rancho Cucamonga CA 8280 Aspen St,swatkins.vcug7@primerica.com,,Salesforce
10804055,Inactive Investor,Douglas Linker,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Palm Beach Gardens FL 3835 Pga Blvd,dlinker@rockco.com,,Salesforce
10932967,Inactive Investor,William Stemple,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",william.stemple@equitable.com,,Salesforce
10936349,Inactive Investor,Gregory Guillory,Advisor,LPL Financial LLC Austin TX 6500 N MO Pac Expy,greg.p.guillory@lpl.com,,Salesforce
9643751,,William Phan,,,william@hex.capital,,List import
11002939,Inactive Investor,Julia Miesner,,"Sanctuary Securities, Inc. Jackson MO 810 E Jackson Blvd",jmiesner@sanctuarywealth.com,,Salesforce
9624678,,W B,,,werner.buttenhauser@gmail.com,,List import
11230442,Inactive Investor,Michael Pettit,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,,,Salesforce
10912521,Inactive Investor,Brian Hires,Advisor,"Moneta Group Investment Advisors, LLC",bhires@monetagroup.com,,Salesforce
11139081,Inactive Investor,Ronald Zucker,Financial Advisor,"Pruco Securities, LLC. Wantagh NY 3366 Park Ave",ronald.zucker@prudential.com,,Salesforce
10755001,Inactive Investor,Charles Maloy,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",doug_maloy@ml.com,,Salesforce
11008279,Inactive Investor,Rosario Martinez,,"Osaic Wealth, Inc.",,,Salesforce
237443,, -,,[[Unknown]],livinsky@hotmail.com,,
10767186,Inactive Investor,Laurie Russell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",laurie_russell@ml.com,,Salesforce
11072133,Inactive Investor,Carla Weidman,Senior Registered Associate,Morgan Stanley Tampa FL 100 N Tampa St,carla.weidman@morganstanley.com,,Salesforce
10494070,,Jen Sherman,,BNY,jennifer.sherman@bnymellon.com,,List Import
11218049,,David Rigler,,,rigler.david@principal.com,,List Import
1001571,Inactive Investor,Frank Silva,,Boston Millennia Partners,frank@bmpvc.com,,3rd Party Lead Gen
9547332,,Clay Prosise,,,clay.prosise@lfg.com,,List import
215376,,Mac Hands,,[Unknown],maciekhands@gmail.com,,
11069927,Inactive Investor,Nicholas Sullivan,Senior Financial Advisor,"KFA Private Wealth Group, LLC Cranford NJ 610 Hory St",nsullivan@kfapwg.com,,Salesforce
150783,,Jennifer Yoon,,[Unknown],bujajen21@gmail.com,,
10828930,Inactive Investor,Frank Vanore,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,fvanore@pksinvest.com,,Salesforce
10885084,Inactive Investor,Jared Crow,,J.P. Morgan Securities LLC Bullhead City AZ 3699 Hwy 95,jared.a.crow@jpmorgan.com,,Salesforce
9610000,,Jeff Nascimento,,,jnascimento9@protonmail.com,,List import
9584114,,Boo Song,,,boo.song@uboc.com,,List import
9543094,,Pirzada Qasmi,,,pqasmi002@gmail.com,,List import
9630298,,Ashkan Vakil,,,ashkanvakil@gmail.com,,List import
229380,, -,,[[Unknown]],itisis@me.com,,
10899969,Inactive Investor,Scott Fogleman,,J.P. Morgan Securities LLC Sugar Land TX 4997 Sweetwater Blvd,scott.fogleman@jpmorgan.com,,Salesforce
11076503,Inactive Investor,Albert Shapiro,Financial Advisor,PFG Advisors El Cajon CA 780 Jamacha Rd,,,Salesforce
10800499,Inactive Investor,Nicole Carner,Portfolio Associate,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,nicole.carner@morganstanley.com,,Salesforce
9592545,,Trauger Ralston,,,traugerralston@gmail.com,,List import
11164347,Inactive Investor,Francesco Setola,Financial Advisor,LPL Financial LLC Sherman Oaks CA 15060 Ventura Blvd,francesco.setola@lpl.com,,Salesforce
11237030,Inactive Investor,Wander Cedano,Advisor,RWA Wealth Partners,wcedano@rwawealth.com,,Salesforce
10947360,Inactive Investor,Joseph Origer,,"U.S. Bancorp Investments, Inc. Rolling Meadows IL 3901 Kirchoff Rd",joseph.origer@usbank.com,,Salesforce
9544735,,dawdwa fawfa,,,buuzzzmy@yahoo.com,,List import
10835097,Inactive Investor,Jennifer Wilken,Financial Advisor,Edward Jones Downers Grove IL 6800 Main St,jennifer.wilken@edwardjones.com,,Salesforce
9594232,,david lee,,,hugolui@gmail.com,,List import
10985137,Inactive Investor,Matthew Morris,,LPL Financial LLC Fort Worth TX 3221 Collinsworth St,matthew.morris@lpl.com,,Salesforce
10851222,Inactive Investor,Vanessa Campos,,J.P. Morgan Securities LLC Concord CA 5430 Ygnacio Valley Rd,vanessa.m.campos@jpmorgan.com,,Salesforce
9607400,,Andreas Froemel,,,andreasfrml@gmail.com,,List import
10618667,,Stephen Cummings,,,scummings@savantwealth.com,,List Import
11178526,Inactive Investor,Javid Jaraiedi,Financial Planner,"MML Investors Services, LLC Morrisville PA 308 Floral Vale Blvd",javidjaraiedi@financialguide.com,,Salesforce
9545985,,Megan Spain,,,megan.spain@lfg.com,,List import
10874759,Inactive Investor,Paul Morton,,"Cambridge Investment Research, Inc. Edmond OK 501 E 15th St",,,Salesforce
45293,,John Cooper,,PNC Investments,john.cooper@pnc.com,502-212-6350,
373074,,Aaron Burkholder,,[Unknown],aaron.burkholder@dezurik.com,,source
10844519,Inactive Investor,Yoram Porat,,Cetera Financial Specialists LLC Tampa FL 14844 N Florida Ave,ron.porat@ceterafs.com,,Salesforce
10783495,Inactive Investor,Ryutaro Furukawa,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ryutaro.furukawa@jpmorgan.com,,Salesforce
10832017,Inactive Investor,Richard Gillis,,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",richard.gillis@wellsfargoadvisors.com,,Salesforce
10947429,Inactive Investor,Mark Louderback,,"First Command Brokerage Services, Inc. Memphis TN 5050 Poplar Ave",mlouderback@firstcommand.com,,Salesforce
9644916,,? ?,,,1064151063@qq.com,,List import
11112739,Inactive Investor,Zachary Butler,,"Kestra Investment Services, LLC Melbourne FL 304 S Harbor City Blvd",,,Salesforce
10975317,Inactive Investor,Stanislava Labay,,Key Investment Services LLC Dresher PA 701 Twining Rd,stanislava.labay@key.com,,Salesforce
76782,,Toni Boucher,Director,Commonfund,toni.boucher@commonfund.org,,
10871197,Inactive Investor,Jeffrey Farrar,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11007570,Inactive Investor,Oscar Ford,Financial Professional,"Pruco Securities, LLC. Farmington MI 23332 Orchard Lake Rd",oscar.ford@prudential.com,,Salesforce
11019937,Inactive Investor,Brian Carbajal Moreno,,J.P. Morgan Securities LLC San Diego CA 4111 Governor Dr,brian.carbajal-moreno@jpmorgan.com,,Salesforce
10883532,Inactive Investor,James Maddox,,"Dempsey Lord Smith, LLC Calhoun GA 276 Curtis Pkwy NE",mark.maddox@dempseyi.com,,Salesforce
11105741,Inactive Investor,Haoyi Lu,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Bayside NY 4122 Bell Blvd,haoyi.lu@jpmorgan.com,,Salesforce
9580204,,Sajid Rahman,,,sajid@myasiavc.com,,List import
10616311,,Michael Lee,,,michael_lee2@ml.com,,List Import
9853452,,Arsal Janjua,,,arsaljanjuaa@gmail.com,,Web form fillout
10950411,Inactive Investor,Adam Naanaa,Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,adam.naanaa@jpmorgan.com,,Salesforce
10614704,,Jonathan Moore,"Financial Advisor, Senior Vice President",,jonathan.moore@morganstanley.com,,List Import
10779500,Inactive Investor,Michael Foster,Managing Director,J.P. Morgan Securities LLC Pittsburgh PA 301 Grant St,,,Salesforce
11112211,Inactive Investor,Emily Whitaker,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,emily.whitaker@jpmorgan.com,,Salesforce
11159862,Inactive Investor,Gregory Shoemaker,Co-Founder;Managing Member;Principal,"Cornerstone Wealth Management, LLC",,,Salesforce
9626258,,Jose Perez,,,jose.narvaez838@gmail.com,,List import
9542869,,Hafiz Nagariya,,,ashrafipackagings@gmail.com,,List import
11023584,Inactive Investor,Surianny Hidalgo Prieto,,J.P. Morgan Securities LLC Bronx NY 3775 Riverdale Ave,surianny.hidalgo-prieto@jpmorgan.com,,Salesforce
10785654,Inactive Investor,Damian Brown,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",damian.brown@ml.com,,Salesforce
11196749,Inactive Investor,Alexandra Weaver,,J.P. Morgan Securities LLC Tucson AZ 8080 S Houghton Rd,,,Salesforce
246166,,Not Provided,,Doctor Music,rirksome@gmail.com,,Manual List Upload
11088157,Inactive Investor,Stephanie Smith,Chief Compliance Officer;Client Operations Specialist,"West Michigan Advisors, LLC",stephanie@westmichiganadvisors.com,,Salesforce
11095984,Inactive Investor,Matthew McClintock,Executive Managing Director;Founder;Managing Director,Bespoke Advisory,,,Salesforce
235939,, -,,[[Unknown]],craignathanson@aol.com,,Organic Search
52629,,James O'shaughnessy,"Chairman, Co-CIO, Portfolio Manager, Principal","O'shaughnessy Asset Management, Llc",james.oshaughnessy@osam.com,203-975-3333,Manual List Upload
11119641,Inactive Investor,Caitlin Franks,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11115246,Inactive Investor,Kelly Burns,,State Farm VP Management Corp. Englewood CO 6909 S Holly Cir,,,Salesforce
9636647,,Ryan Cushing,,,ryan.cushing@premierassetmanagement.com,,List import
11086850,Inactive Investor,Almog Olshtein,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",almog.olshtein@ml.com,,Salesforce
10907065,Inactive Investor,Scott Carmony,Financial Advisor,LPL Financial LLC Shelbyville IN 16 Public Sq,scott.carmony@lpl.com,,Salesforce
11048706,Inactive Investor,August Santillo,Chief Compliance Officer,"JFS Wealth Advisors, LLC",asantillo@jfswa.com,,Salesforce
9551785,,Daniel Whiteman,,,daniel.whiteman@point72.com,,List import
11173634,Inactive Investor,Michael Hook,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,mghook@ft.newyorklife.com,,Salesforce
10769130,Inactive Investor,Steven Honeyfield,,"VALIC Financial Advisors, Inc.",steven.honeyfield@valic.com,,Salesforce
11020067,Inactive Investor,Remington Ritter,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,remington_ritter@vanguard.com,,Salesforce
10965628,Inactive Investor,Austin Turk,,LPL Financial LLC Louisville KY 9300 Shelbyville Rd,austin.turk@lpl.com,,Salesforce
11061552,Inactive Investor,Sandra Williams,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",sandra.williams@benjaminfedwards.com,,Salesforce
10819273,Inactive Investor,Caroline Camp,Wealth Management Associate,Morgan Stanley Minneapolis MN 225 S 6th St,,,Salesforce
10762730,Inactive Investor,Michael Glaser,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",mick_glaser@ml.com,,Salesforce
11137538,Inactive Investor,Jessica McCurdy,,LPL Financial LLC Walnut Creek CA 1255 Treat Blvd,jessica.mccurdy@lpl.com,,Salesforce
350576,,Mike Clark,Senior Wealth Advisor,"Visionary Wealth Advisors, Llc",diane.gederman@vwa-llc.com,314-764-2727,Manual List Upload
10789642,Inactive Investor,Samuel Lafevers,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Vero Beach FL 3150 Cardinal Dr",lafeverss@stifel.com,,Salesforce
11003436,Inactive Investor,Mitchell Musolino,,J.P. Morgan Securities LLC Canonsburg PA 3903 Washington Rd,mitchell.musolino@jpmorgan.com,,Salesforce
10929619,Inactive Investor,Kimberly Monnahan,,LPL Financial LLC Edmonds WA 19807 80th Pl W,,,Salesforce
10783272,Inactive Investor,Arthur Carmody,Market Director - Wealth Management,J.P. Morgan Securities LLC Bossier City LA 1935 Airline Dr,arthur.r.carmody@jpmorgan.com,,Salesforce
9578643,,Faisal Alqahtani,,,fmq@fmq.cc,,List import
10856873,Inactive Investor,Donald Debernardi,Chief Compliance Officer;Managing Member;President;Principal,Sierra Asset Management,don@sierraam.com,,Salesforce
10869318,Inactive Investor,Vanessa Curran,Partner,"Kevin M. Gibney and Company, LLC",,,Salesforce
224514,,leopold OBINA,,[Unknown],jakeobina8@yahoo.com,,Organic Search
10997658,Inactive Investor,Jonathon Soucier,Senior Advisor,Wealth Teams Alliance,,,Salesforce
10891154,Inactive Investor,Christian Dunn,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",christian.dunn@ml.com,,Salesforce
10959320,Inactive Investor,Alexander Lucier,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10823122,Inactive Investor,Randall Green,,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,randall.green@morganstanley.com,,Salesforce
11182448,Inactive Investor,Joseph Speciale,,One Hopper Asset Management,,,Salesforce
10810273,Inactive Investor,Nicholas Corrado,Accountant;Member,"Corrado Advisors, LLC Ramsey NJ 48 S Franklin Tpke",,,Salesforce
11119845,Inactive Investor,Mark Donley,,"Equitable Advisors, LLC Wichita KS 3450 N Rock Rd",mark.donley@equitable.com,,Salesforce
11032592,Inactive Investor,Michelle Defilippo,,Cetera Advisor Networks LLC Cheshire CT 2278 Waterbury Rd,,,Salesforce
11156714,Inactive Investor,Gregory Van Harville,Branch Manager;Financial Advisor;Vice President,Morgan Stanley Mobile AL 11 N Water St,greg.harville@morganstanley.com,,Salesforce
11082821,Inactive Investor,Joseph Boyko,,Cetera Financial Specialists LLC Northbrook IL 2100 Sanders Rd,joseph.boyko@ceterafs.com,,Salesforce
10971112,Inactive Investor,Tim Mclaughlin,,"Raymond James & Associates, Inc.",tim.mclaughlin@raymondjames.com,,Salesforce
7298179,,Ajr Ud Din,,,bestofajruddin@gmail.com,,Web Form Fillout
10956149,Inactive Investor,Huanxia Li,Chief Compliance Officer;Managing Member,"KinVest Capital Management, Inc. Short Hills NJ 830 Morris Tpke",,,Salesforce
11216912,,Charlie Schwartz,,,cschwartz@nb.com,,Other
10840761,Inactive Investor,Jeffery Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10879746,Inactive Investor,Rodney Porch,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",jason.porch@bofa.com,,Salesforce
11223261,,Kalita Blessing,,,kblessing@merceradvisors.com,,List Import
10771082,Inactive Investor,Scott Rolfs,,B. C. Ziegler and Company Milwaukee WI 790 N Water St,srolfs@ziegler.com,,Salesforce
10967083,Inactive Investor,Nathan Sutherland,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",nathan.sutherland@tfaconnect.com,,Salesforce
9589177,,Ilya Averbukh,,,iaverbukh@gmail.com,,List import
9542416,,Jesus Martinez Jr,,,trubone2015@gmail.com,,List import
10933292,Inactive Investor,Samuel Kwainoe,,"Farmers Financial Solutions, LLC Minneapolis MN 18215 45th Ave N",skwainoe@farmersagent.com,,Salesforce
9628692,,Brian Leung,,,bwleung@gmail.com,,List import
9596467,,Tiffany Glidden-rude,,,tglidden-rude@wealthenhancement.com,,List import
9544991,,Tenny Pinheiro,,,tennypinheiro@gmail.com,,List import
342645,,Andrea Blackston,Member,"Blackston Financial Advisory Group, Llc",andrea.blackston@blackstonfinancialgroup.com,352-633-9046,Manual List Upload
347075,,Kyle Louvar,Managing Member,"Guided Capital Wealth Management, Llc",klouvar@guidedcapitalwealth.com,832-975-0711,Manual List Upload
9629183,,Filipe Acafrao,,,acafraof@gmail.com,,List import
11175158,Inactive Investor,Christine Goates,,"First Command Brokerage Services, Inc. Fort Worth TX 4200 S Hulen St",cespaulding@firstcommand.com,,Salesforce
215776,,Matthew Koehler,,[Unknown],mattk5.12@gmail.com,,source
11133978,Inactive Investor,Troy Barrentine,Financial Advisor,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",troy.barrentine@equitable.com,,Salesforce
371426,,YIN SHAO MING,,Wealth,yinshaoming@gmail.com,(012) 373-3251,Google Natural Search
9643333,,Yakov Ben Zaken,,,yakovbzz89@gmail.com,,List import
10963833,Inactive Investor,Zachary Melton,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,zmelton@primerica.com,,Salesforce
11119621,Inactive Investor,Peter Frikker,,"Osaic Institutions, Inc. Muncy PA Private Residence",pfrikker@infinexgroup.com,,Salesforce
9621463,,John McJunkin,,,mcjunkinfarmfamily@icloud.com,,List import
10968355,Inactive Investor,Sardia Buari-Wypych,Private Client Advisor,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,sardia.buari@jpmorgan.com,,Salesforce
9544807,,Jungtsan Lee,,,jungtsan.lee@transamerica.com,,List import
248099,,asdf qwasdf,,[Unknown],asdf@gamil.com,,Direct
11170531,Inactive Investor,Brooks Berardi,,"MML Investors Services, LLC Battle Ground WA Private Residence",,,Salesforce
11199237,Inactive Investor,Francis Lim,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
213546,,Manish Singh,Investor,Investor,mksingh112222@gmail.com,7134492816,Organic Search
11027390,Inactive Investor,Godfrey John,Regional Vice President,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,godfrey.john@primerica.com,,Salesforce
9562126,,Kurt Berger,,,kberger@sigmarep.com,,List import
10846883,Inactive Investor,Cary Patterson,,State Farm VP Management Corp. Burkburnett TX 315 S Avenue D,matt.patterson.gz4s@statefarm.com,,Salesforce
9586952,,nia kurniawati,,,niakw2363@gmail.com,,List import
10812130,Inactive Investor,James Faranda,Wealth Advisor,LPL Financial LLC Albany NY 4 Winners Cir,james.faranda@lpl.com,,Salesforce
11164238,Inactive Investor,Sarah Spiller,Financial Planner,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sarah.spiller@schwab.com,,Salesforce
10792221,Inactive Investor,Nicole Apen,,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,napen@janney.com,,Salesforce
11211102,Inactive Investor,Calvin Hemling,Branch Manager;Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Beaver Dam WI 128 Monroe St",calvin.hemling@wellsfargoadvisors.com,,Salesforce
11013211,Inactive Investor,Kathryn Siebel,,"Northwestern Mutual Investment Services, LLC Cedar Falls IA 1025 Technology Pkwy",kathy.siebel@nm.com,,Salesforce
10895763,Inactive Investor,Theodore Earl,,"Osaic Wealth, Inc. Middle Haddam CT Private Residence",,,Salesforce
9638579,,Philippe Rey,,,prey@umr.fr,,List import
11000121,Inactive Investor,Lucas Legler,,TD Private Client Wealth LLC Tampa FL 2307 W Kennedy Blvd,lucas.legler@td.com,,Salesforce
57792,,Christopher Schumacher,Financial Consultant,Thrivent Investment Management Inc.,chris.schumacher@thrivent.com,920-628-6170,
10937917,Inactive Investor,Brandon Meharg,,Mutual of America Securities LLC Atlanta GA 5 Concourse Pkwy,blake.meharg@mutualofamerica.com,,Salesforce
338271,,Michael Link,Treasurer,Zweig-dimenna Associates Llc,mlink@zweig-dimenna.com,212-451-1100,Manual List Upload
143246,,Jennifer Lambert,"Managing Member, Regulatory Contact","Peavine Capital, LLC",jenny@peavinecapital.com,775-337-3900,
11126819,Inactive Investor,Jean Gigliotti,,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",jean.gigliotti@benjaminfedwards.com,,Salesforce
11116328,Inactive Investor,Curtis Whitehouse,Financial Advisor;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",curtis.whitehouse@wellsfargoadvisors.com,,Salesforce
11253355,,Josh Peng,,,chicken105229@gmail.com,0923237363,Web Form Fillout
9566663,,Taejin Kim,,,chosa2un@gmail.com,,List import
10787732,Inactive Investor,Charles Incalcaterra,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",charles.incalcaterra.iii@wellsfargoadvisors.com,,Salesforce
11254602,Inactive Investor,Lendia Draines,,"Citizens Securities, Inc. Old Lyme CT 83 Halls Rd",,,Salesforce
9631841,,Lino Sbrito,,,unployed@protonmail.com,,List import
10819932,Inactive Investor,Suellen Estes,Chief Executive Officer;Member,Great Lakes Bay Financial,sestes@glbfinancial.com,,Salesforce
11010365,Inactive Investor,Robert Raymos,,Cetera Advisor Networks LLC Wichita KS 223 N Emporia St,,,Salesforce
11125065,Inactive Investor,Darlina Puno,,J.P. Morgan Securities LLC Las Vegas NV 6001 Spring Mountain Rd,,,Salesforce
11123906,Inactive Investor,Catherine Theisen,Financial Advisor,Wedbush Securities Inc. Scottsdale AZ 14851 N Scottsdale Rd,catherine.theisen@wedbush.com,,Salesforce
9581860,,Lisa Roccaforte,,,lroccaforte@themainstreetgroup.com,,List import
11088877,Inactive Investor,Amanda Jones,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",,,Salesforce
9640290,,Edward Tokar,,,etokar@beacontrust.com,,List import
10662231,,Amanda Link,,,amanda.link@bcu.org,,List Import
9604712,,marlon zapata,,,marpzap@yahoo.com,,List import
11133184,Inactive Investor,Daniel Anderson,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",,,Salesforce
11177086,Inactive Investor,Shelby Lewis,,Cetera Advisor Networks LLC San Diego CA 655 W Broadway,,,Salesforce
11142320,Inactive Investor,Timothy Dobler,,Cetera Financial Specialists LLC Lodi CA 312 S Crescent Ave,timothy.dobler@ceterafs.com,,Salesforce
10901309,Inactive Investor,Alicia Okeson,Regulatory Contact,"U.S. Bancorp Investments, Inc.",alicia.okeson@usbank.com,,Salesforce
11051583,Inactive Investor,Thomas Redman,Financial Advisor,McAdam LLC,thomas.redman@mcadamfa.com,,Salesforce
9570090,,Joseph Saluti,,,jsaluti@highlinecap.com,,List import
10916619,Inactive Investor,Ellen Gordon,Investor;Owner,"Highlands Wealth Advisors, LLC San Diego CA 12707 High Bluff Dr",ellen@highlandswealthadvisors.com,,Salesforce
9549339,,Eugene Mutiso,,,eugenenziokim@gmail.com,,List import
10644320,,Ayodeji Ogundiya,,,ayodeji.ogundiya@schwab.com,,List Import
10946242,Inactive Investor,Kevin Daly,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Naperville IL 400 E Diehl Rd",,,Salesforce
10893853,Inactive Investor,Rohan Munsif,Investment Associate,J.P. Morgan Securities LLC San Francisco CA 1 Front St,rohan.munsif@jpmorgan.com,,Salesforce
10864131,Inactive Investor,Gavin Cook,Financial Advisor,Edward Jones Honolulu HI 549 Halemaumau St,gavin.cook@edwardjones.com,,Salesforce
10979615,Inactive Investor,Rachel Bullard,,"Raymond James Financial Services, Inc.",,,Salesforce
10837921,Inactive Investor,Roy Laux,,"J.W. Cole Financial, Inc. White Oak PA 1967 Lincoln Way",,,Salesforce
10836017,Inactive Investor,James Kubiak,Financial Advisor,Edward Jones Bozeman MT 4265 Fallon St,jim.kubiak@edwardjones.com,,Salesforce
10936787,Inactive Investor,Stacey Deese,,"Allstate Financial Services, LLC Winston Salem NC 2200 Silas Creek Pkwy",sdeese@allstate.com,,Salesforce
10914050,Inactive Investor,Andrew Klinzing,Financial Advisor,LPL Financial LLC Brookfield WI 180 N Executive Dr,andrew.klinzing@lpl.com,,Salesforce
11095507,Inactive Investor,Joey Grover,Senior Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,joey.grover@jpmorgan.com,,Salesforce
9640273,,Joseph Drohan,,,jd@kstonepartners.com,,List import
11112202,Inactive Investor,Xin Guan,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
11051138,Inactive Investor,Messay Kassi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,messay.kassi@jpmorgan.com,,Salesforce
9556612,,Stephan Marais,,,diamond46m@gmail.com,,List import
11234146,Inactive Investor,Dylan Clement,,"Kestra Investment Services, LLC Oregon OH 2815 Dustin Rd",,,Salesforce
10897241,Inactive Investor,James Shields,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",james.shields@nm.com,,Salesforce
74553,,Ben Hoon,,EESA,ben@hoon.co.za,(270) 824-5246,Paid Social
11099693,Inactive Investor,Henk Fischer,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,"Diligent Investors, LLC",hfischer@diligentinvestorsllc.com,,Salesforce
10943636,Inactive Investor,Kristi Minnigh,,"Allstate Financial Services, LLC Cumberland MD 1236 National Hwy",kristiotto@allstate.com,,Salesforce
10850939,Inactive Investor,Donna Koler,,"Osaic Wealth, Inc. Cleveland OH 6400 Pearl Rd",dkoler@osaicwealth.com,,Salesforce
10617619,,Robert Michalak,,,robert.michalak@equitable.com,,List Import
10880558,Inactive Investor,Sumedha Majumdar,,Goldman Sachs & Co.,,,Salesforce
11044846,Inactive Investor,Jennifer Mitchell,Senior Financial Advisor,"Castle Rock Wealth Management, LLC",jmitchell@crwmadvisors.com,,Salesforce
9547841,,Billie Dopslauf,,,billie@alpha1.net,,List import
10826341,Inactive Investor,Daylon Laws,,GWN Securities Inc. Blythwood SC Private Residence,dlaws@gwnsecurities.com,,Salesforce
10790946,Inactive Investor,Jeffrey Carter,Vice President,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",,,Salesforce
332478,,fpacheco@bcchile.com 2,,[Unknown],fpacheco@bcchile.com,,
11211900,Inactive Investor,Jack Ricker,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",jack.ricker@ampf.com,,Salesforce
10797179,Inactive Investor,Simone Pacely,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 2300 Henderson Mill Rd NE",simone.g.pacely@ampf.com,,Salesforce
11130568,Inactive Investor,Craig Borden,,PFS Investments Inc. Casper WY 770 W Collins Dr,craig.borden@primerica.com,,Salesforce
9596069,,Joshua Larson,,,jlarson@bdfllc.com,,List import
4719595,,sa ra,,,makeve2991@keshitv.com,,Web Form Fillout
11082668,Inactive Investor,Craig Kvinsland,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",craig.kvinsland@nm.com,,Salesforce
10656600,,Megan Vandermeer,,,megan.vandermeer@morganstanley.com,,List Import
10999907,Inactive Investor,Phillip Monthie,Chief Compliance Officer,Monthie Wealth Advisors,,,Salesforce
11156895,Inactive Investor,Emily Samuels,,Vanguard Marketing Corporation,emily_samuels@vanguard.com,,Salesforce
11111979,Inactive Investor,Addie Ng,,"Equitable Advisors, LLC Osseo MN 6240 Quinwood Ln N",addie.ng@equitable.com,,Salesforce
9645529,,Raj Bhattacharyya,,Robertson Stephens,raj.bhattacharyya@rscapital.com,,List import
10834750,Inactive Investor,David Torp,,LPL Financial LLC Napa CA 1732 Jefferson St,david.torp@lpl.com,,Salesforce
11034868,Inactive Investor,Tracey Graziosa,Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,tracey.graziosa@jpmorgan.com,,Salesforce
10950786,Inactive Investor,Robin Brown,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10930375,Inactive Investor,Leodegario Camacho,Chief Compliance Officer;Member;Partner,Camacho Capital Planning Advisors LLC,gary@camachocpa.net,,Salesforce
10885983,Inactive Investor,Ovaldo Caraveo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10896053,Inactive Investor,Megan Weakland,Senior Client Service Associate,"Raymond James & Associates, Inc. Lake Oswego OR 5300 Meadows Rd",megan.weakland@raymondjames.com,,Salesforce
10856438,Inactive Investor,Brent Welch,,"ValMark Securities, Inc. Madison WI 999 Fourier Dr",,,Salesforce
10758201,Inactive Investor,Susan Silverberg,Financial Advisor,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,susan.silverberg@morganstanley.com,,Salesforce
11033509,Inactive Investor,Timothy Polarine,,PFS Investments Inc. Brunswick GA 1612 Newcastle St,tpolarine@primerica.com,,Salesforce
10845126,Inactive Investor,Richard Kitick,,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
10952433,Inactive Investor,Dixon Sanchez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",,,Salesforce
11222192,,Robert Knutsen,,,rob@jdla-advisers.com,,List Import
231421,, -,,[[Unknown]],bruceyangtk@gmail.com,,Organic Search
9567521,,Junyi Zheng,,,grayscale@inopinionated.net,,List import
10973061,Inactive Investor,Matthew Mais,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",matthew.mais@equitable.com,,Salesforce
10842013,Inactive Investor,Gary Coover,Senior Vice President,Wedbush Securities Inc. San Francisco CA 235 Montgomery St,gary.coover@wedbush.com,,Salesforce
10863573,Inactive Investor,Gamal Walker,Managing Partner,4Sight Advisors LLC,gamal.walker@4sightadv.com,,Salesforce
10772148,Inactive Investor,Shari Losinski,Financial Planning Associate;Portfolio Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,shari.losinski@morganstanley.com,,Salesforce
11180203,Inactive Investor,Tracy Crowley,Financial Advisor,Edward Jones Redmond WA 22500 NE Marketplace Dr,tracy.crowley@edwardjones.com,,Salesforce
11078906,Inactive Investor,Josephine Subaran,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",josephine.carpiosubaran@usbank.com,,Salesforce
11154539,Inactive Investor,Douglas Rupp,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10955745,Inactive Investor,David Wenge,,"Northwestern Mutual Investment Services, LLC Edwardsville IL 101 W Vandalia St",david.p.wenge@nm.com,,Salesforce
228473,, -,,[[Unknown]],skim7714@gmail.com,,Organic Search
11040643,Inactive Investor,Richard Lincoln,,Prosperity Capital Advisors,,,Salesforce
11107888,Inactive Investor,Kunming Wu,,Citigroup Global Markets Inc.,,,Salesforce
10848633,Inactive Investor,Philip Nisonger,President,Safe Money Inc.,philip@safemoneyinvest.com,,Salesforce
10869940,Inactive Investor,Cortney Khan,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10776748,Inactive Investor,Myles Wittenstein,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,myles.wittenstein@ubs.com,,Salesforce
11077916,Inactive Investor,Danny Santana,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",danny.santana@ml.com,,Salesforce
10975719,Inactive Investor,James Almquist,Wealth Management Advisor,"Apollon Wealth Management, LLC Braintree MA 25 Braintree Hill Park",jim.almquist@apollonwealth.com,,Salesforce
11069700,Inactive Investor,Daniel Goodwin,,"Parkland Securities, LLC York NE 106 E 5th St",dgoodwin@parklandrep.com,,Salesforce
11235452,Inactive Investor,Robert Breslin,Wealth Manager,"CW Advisors, LLC Saunderstown RI Private Residence",rbreslin@cwadvisorsgroup.com,,Salesforce
9615980,,Jitender Tokas,,,jitender.tokas@delta.exchange,,List import
11122030,Inactive Investor,Thomas Huber,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",hubert@stifel.com,,Salesforce
10777782,Inactive Investor,Kin Ma,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",noel_ma@ml.com,,Salesforce
11208846,Inactive Investor,Thomas Hock,,Stonex Securities Inc. Schnecksville PA 4155 Independence Dr,,,Salesforce
116492,,Joe Recer,Financial Professional,"Voya Financial Advisors, Inc.",joe.recer@voyafa.com,414-256-2172,
75843,,David Saul,Financial Consultant,Thrivent Investment Management Inc.,dave.saul@thrivent.com,,
11173722,Inactive Investor,Suhasini Bharani,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,suhasini.bharani@jpmorgan.com,,Salesforce
10870342,Inactive Investor,Robert Whitlach,Financial Advisor,Thrivent Investment Management Inc. Jensen Beach FL 3472 NE Savannah Rd,robert.whitlach@thrivent.com,,Salesforce
10815478,Inactive Investor,Peter Gawreluk,Financial Advisor,Commonwealth Financial Network Smithtown NY 50 Rte 111,pgawreluk@commonwealth.com,,Salesforce
11010475,Inactive Investor,Brent Eaton,,"First Command Brokerage Services, Inc. Wichita Falls TX 4245 Kemp Blvd",bceaton@firstcommand.com,,Salesforce
10809491,Inactive Investor,Thomas Alexander,,"The Leaders Group, Inc.",thomas.alexander@leadersgroup.net,,Salesforce
11103236,Inactive Investor,Garry Grannemann,Financial Advisor,Edward Jones Saint Charles MO 2324 Hwy 94 South Outer Rd,garry.grannemann@edwardjones.com,,Salesforce
11190043,Inactive Investor,Tucker Sine,,"Northwestern Mutual Investment Services, LLC Bowling Green KY 827 State St",tucker.sine@nm.com,,Salesforce
10939799,Inactive Investor,Jarred Oldham,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11035165,Inactive Investor,Andrew Thiem,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",andrew.thiem@ml.com,,Salesforce
7400693,,Jalene Hahn,,,jalene@warrenwardassociates.com,,Web form fillout
9550565,,Gregory Schmertmann,,,greg.schmertmann@suntrust.com,,List import
11188640,Inactive Investor,Reese Rickards,Managing Director;Wealth Advisor,Morgan Stanley Boston MA 28 State St,reese.rickards@morganstanley.com,,Salesforce
10848204,Inactive Investor,Alan Lekawski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mira Loma CA 12511 Limonite Ave",alan.j.lekawski@ml.com,,Salesforce
11088777,Inactive Investor,David Thompson,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,david_thompson@ohionational.com,,Salesforce
10696275,,Cynthia Yeldell-Scott,,TEXAS CAPITAL BANK,cynthia.scott@texascapitalbank.com,,List Import
10927945,Inactive Investor,Cynthia Cardenas,,"Farmers Financial Solutions, LLC Laredo TX 6909 Springfield Ave",ccardenas1@farmersagent.com,,Salesforce
194504,,Shawn Fournier,,[Unknown],vinney1975@yahoo.com,,source
10907488,Inactive Investor,Steven Petersen,Financial Advisor,"Ameriprise Financial Services, LLC Pocatello ID 4189 Poleline Rd",steven.j.petersen@ampf.com,,Salesforce
10573961,,Latasha Shorter,,,latashashorter21@gmail.com,,Web Form Fillout
10921749,Inactive Investor,Josef Stark,Portfolio Strategist,LPL Financial LLC Bedminster NJ Private Residence,joe.stark@lplfinancial.com,,Salesforce
11008822,Inactive Investor,Eric Grabe,,San Blas Securities LLC Ocala FL 520 E Fort King St,eric.grabe@sanblassecurities.com,,Salesforce
10803107,Inactive Investor,James Callens,,Cetera Advisors LLC Citrus Heights CA 5650 Sunrise Blvd,james.callens@ceteraadvisors.com,,Salesforce
10977473,Inactive Investor,Emily Warner,Client Service Associate,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,emily.warner@jpmorgan.com,,Salesforce
11017364,Inactive Investor,Devlin Yukimura,,"Allstate Financial Services, LLC Lihue HI 4491 Rice St",,,Salesforce
10659849,,Chelsea Fosse,,,chelsea.fosse@morganstanleypwm.com,,List Import
5108588,,wonhyung park,,blockchain.ulsan,ahpkorea@gmail.com,821042476212,Web Form Fillout
10896818,Inactive Investor,Kaltrina Muriqi,,J.P. Morgan Securities LLC New Rochelle NY 45 Quaker Ridge Rd,,,Salesforce
9628687,,Adele Pastor,,,dantoni2@cox.net,,List import
9604616,,mordechai gutman,,,mordche8631@gmail.com,,List import
10645164,,David Gola,,,dgola@mesirowfinancial.com,,List Import
9573432,,John McCarthy,,,jmccarthy@carlsoncapital.com,,List import
11088373,Inactive Investor,Steven Johnson,,Edward Jones Belleville IL Private Residence,steve.j.johnson@edwardjones.com,,Salesforce
347277,,Paul Wakefield,Senior Vice President,Athyrium Capital Management Lp,pwakefield@athyrium.com,(646) 434-1640,Manual List Upload
10921047,Inactive Investor,Christopher Martin,Private Wealth Advisor,"Sageview Advisory Group, LLC Knoxville TN 3834 Sutherland Ave",cmartin@sageviewadvisory.com,,Salesforce
9553784,,Emanuel Doroscan,,,e.doroscan@gmail.com,,List import
343416,,Andrew Kane,Vice President,Sfw Capital Partners,akane@sfwcap.com,914-510-8910,Manual List Upload
11158218,Inactive Investor,Michael Basso,,"First Citizens Investor Services, Inc. Wilmington NC 1910 Eastwood Rd",mike.basso@firstcitizens.com,,Salesforce
10617723,,Eric Breunig,,,ric.breunig@wellsfargoadvisors.com,,List Import
11027115,Inactive Investor,Matthew Siegel,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",,,Salesforce
372862,,Igor Kravchenko,,[Unknown],igorkmd@gmail.com,,source
241109,,Joshua Beers,,NEPC,jbeers@nepc.com,(617) 374-1300,Database Upload
11005337,Inactive Investor,Eric Blair,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11068605,Inactive Investor,Yuebin Zhang,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",robin_zhang@ml.com,,Salesforce
10890166,Inactive Investor,John Coulter,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",jcoulter@capitolsecurities.com,,Salesforce
220862,,Jim Pollock,,[Unknown],pollockjt@shaw.ca,,
11119499,Inactive Investor,Lawrence White,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",lawrence.white@usbank.com,,Salesforce
10811963,Inactive Investor,William McKinney,,"Osaic Wealth, Inc. Vienna VA 8607 Westwood Center Dr",,,Salesforce
11060244,Inactive Investor,Monica Swasey,,J.P. Morgan Securities LLC Saint Cloud FL 4355 13th St,monica.x.isales@chase.com,,Salesforce
10923640,Inactive Investor,Connie Beerbohm,,"Truist Investment Services, Inc. Saint Petersburg FL 301 38th Ave N",connie.beerbohm@truist.com,,Salesforce
10855765,Inactive Investor,Brooks Farmer,Financial Advisor,Edward Jones Charleston WV 1018 Kanawha Blvd E,brooks.farmer@edwardjones.com,,Salesforce
11035322,Inactive Investor,Connie Binz,,Cetera Advisors LLC Bryant AR 25285 Interstate 30 S,,,Salesforce
10909450,Inactive Investor,Chris Kitchen,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10954053,Inactive Investor,Evan Zarba,Investment Advisor,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,evan.zarba@jpmorgan.com,,Salesforce
10889041,Inactive Investor,Gregg Cummings,Financial Advisor;Qualified Plan Consultant,LPL Financial LLC Lake In The Hills IL Private Residence,gregg.cummings@lpl.com,,Salesforce
10869727,Inactive Investor,Edgar Lee,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",edgar.lee@equitable.com,,Salesforce
10945065,Inactive Investor,April Oliver,Associate,Edward Jones Cherokee Village AR 1467 Hwy 62/412,,,Salesforce
347582,,Beth Lee,Vice President,"Wolf River Capital Management, Llc",beth.lee@wolfrivercap.com,901-312-9653,Manual List Upload
9565454,,Nancy Stewart,,,nancy.stewart@securitiesamerica.com,,List import
783,,,,,pgriff@godaddy.250ok.net,,
338110,,Marcie Masucci,Executive Assistant,Alexander Capital Wealth Management Llc,mmasucci@alexandercapitallp.com,212-687-5650,Manual List Upload
11064803,Inactive Investor,Luz Giraldo,,"MML Investors Services, LLC Cleveland TN Private Residence",ngiraldo@financialguide.com,,Salesforce
11022333,Inactive Investor,Brian Dowery,Assistant Vice President,LPL Financial LLC Newburgh NY 5075 Rte 9w,brian.dowery@lpl.com,,Salesforce
9549763,,Yuval Amir,,,yuvalamir@gmail.com,,List import
9578165,,Brett Cristiano,,,bcristiano@massmutual.com,,List import
10755855,Inactive Investor,Robert Thomason,Director - Alternative Investments;Executive Director;Global Sports and Entertainment Director;Lending Specialist;Private Wealth,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,robert.thomason@morganstanley.com,,Salesforce
9586944,,Jeffrey Carlisle,,,jcarlisle@vigilantcap.com,,List import
11157641,Inactive Investor,Suzanne Smith,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",suzanne.b.smith@bofa.com,,Salesforce
11165595,Inactive Investor,Jennifer Blandford,Senior Wealth Strategy Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,jennifer.blandford@ubs.com,,Salesforce
10614285,,Marc Shapiro,Financial Advisor,,marc_shapiro@glic.com,,List Import
347386,,Swarn Chatterjee,Personal Financial Planning,Elwood & Goetz,swarn@elwoodgoetz.com,706-548-1025,Manual List Upload
11210979,Inactive Investor,Scott Nichols,,"Allstate Financial Services, LLC Wilsonville OR 29585 SW Park Pl",scott.nichols@allstate.com,,Salesforce
9584700,,Melinda Evans,,,mhevans@sagepointadvisor.com,,List import
9606250,,Philip Simone,,,psimone@wescott.com,,List import
10606368,,John Roche,"Managing Principal, Senior Portfolio Manager","Wells Fargo Advisors Financial Network, LLC",jroche@wfafinet.com,631-773-5400,List Import
11077816,Inactive Investor,Jay Le,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",jay.le@ml.com,,Salesforce
10979242,Inactive Investor,Matthew Gordon,Portfolio Manager;Senior Research Analyst,"Summitry, LLC San Mateo CA 1850 Gateway Dr",matthew@summitry.com,,Salesforce
11162823,Inactive Investor,Albert Masood,Branch Manager;Financial Advisor;First Vice President;Senior Vice President - Complex Manager,"Wells Fargo Clearing Services, LLC Hollidaysburg PA 601 Hawthorne Dr",albert.masood@wellsfargoadvisors.com,,Salesforce
11174076,Inactive Investor,Luke Vennard,Chief Operations Officer;Manager;Managing Partner,Sterling Advisor Group,,,Salesforce
10998798,Inactive Investor,Bennett Harrison,Financial Advisor,"Osaic Wealth, Inc. Kansas City MO 3520 Broadway Blvd",,,Salesforce
9602258,,Iris Wang,,,iwang7059@gmail.com,,List import
338975,,Craig Watson,"Investment Manager, Partner, Supervisory Group Member",Kiltearn Partners,cwatson@kiltearnpartners.com,011-441-314601040,Manual List Upload
11186117,Inactive Investor,Teddy Banica,,Deutsche Bank Securities Inc.,teddy@deutschewealth.com,,Salesforce
10977915,Inactive Investor,Jeremy Smith,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,jeremy.smith@ncsecu.org,,Salesforce
10981294,Inactive Investor,Erica Uccio,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10907413,Inactive Investor,Basam Malik,,"Rehmann Financial Network, LLC",basam.malik@rehmann.com,,Salesforce
10859144,Inactive Investor,Brian Walsh,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
10659992,,Wesley Smith,,,wesley.e.smith@raymondjames.com,,List Import
10489847,,Shea Gordon,Financial Advisor,"Private Advisor Group, LLC Frisco TX 6160 Warren Pkwy",shea.gordon@lpl.com,,List Import
9482141,,Armand Boutte,,,armboutte@hotmail.com,,Web Form Fillout
10939216,Inactive Investor,Huck Flener,,"Farmers Financial Solutions, LLC Reno NV 5250 Neil Rd",gflener@farmersagent.com,,Salesforce
11187308,Inactive Investor,Jesse Jaco,,"Frost Brokerage Services, Inc.",jesse.jaco@frostbank.com,,Salesforce
10879832,Inactive Investor,Alexander Ruiz,Wealth Management Advisor,GenTrust,,,Salesforce
11206448,Inactive Investor,Ashley Biagini,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
11197128,Inactive Investor,Joseph Chrisman,Managing Member;Managing Partner,"Monograph Wealth Advisors, LLC",jchrisman@monographwealth.com,,Salesforce
10647677,,Cara Miller,,,cara.miller@marinerwealthadvisors.com,,List Import
11087742,Inactive Investor,Brian Chucri,,"Pruco Securities, LLC. Clearwater FL 28960 US Hwy 19 N",brian.chucri@prudential.com,,Salesforce
10909215,Inactive Investor,Christopher Peck,,Innovation Partners LLC,cpeck@innovationpartnersllc.com,,Salesforce
10945030,Inactive Investor,Samuel Reavis,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Statesville NC 212 S Center St",samuel.reavis@ml.com,,Salesforce
351839,,Galia Marcus,Senior Vice President,Creand Management,gmarcus@betacap.com,305-358-8844,Manual List Upload
10797424,Inactive Investor,Maclay Swanson,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",maclay.m.swanson@ampf.com,,Salesforce
10871816,Inactive Investor,Bradley Brown,,Stonex Securities Inc. Henrico VA 8639 Mayland Dr,,,Salesforce
11113392,Inactive Investor,Olesya Reyenger,Portfolio Management Director,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11069861,Inactive Investor,Roderick Rauch,,Fidelity Brokerage Services LLC,,,Salesforce
236562,, -,,[[Unknown]],goldeninvestment1337@gmail.com,,Organic Search
11169666,Inactive Investor,Jordan Sibler,Financial Advisor,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,jsibler@janney.com,,Salesforce
11115077,Inactive Investor,Fred Rogers,,"Osaic Wealth, Inc. Sacramento CA 1111 Exposition Blvd",,,Salesforce
11232038,Inactive Investor,Robert Miller,,Stonex Securities Inc. Plymouth MA 285 Center Hill Rd,robert.miller@saswealth.com,,Salesforce
11193030,Inactive Investor,Thomas Lalley,Managing Director;Senior Wealth Advisor;Team Leader,"MAI Capital Management, LLC Cincinnati OH 625 Eden Park Dr",tom.lalley@mai.capital,,Salesforce
11234630,Inactive Investor,Tiffany Delarosa,,"Encompass More Investments, LLC",,,Salesforce
10999020,Inactive Investor,David Ryan,Financial Planner,Founders Financial Securities LLC Desoto MO Private Residence,,,Salesforce
10843946,Inactive Investor,Samuel Belsito,,"Osaic Wealth, Inc. Vernon CT Private Residence",,,Salesforce
230863,, -,,[[Unknown]],jonathan_roy@live.co.uk,,Initial Salesforce Import
10926722,Inactive Investor,Joseph Wells,,Cetera Advisor Networks LLC Morrison IL 301 E Main St,joe.wells@ceterawealth.com,,Salesforce
11087777,Inactive Investor,Jake Phillips,Associate Vice President,"Raymond James & Associates, Inc. Spokane WA 501 North Riverpoint Blvd",jake.phillips@raymondjames.com,,Salesforce
10939694,Inactive Investor,Stephen Jones,,Cetera Advisor Networks LLC Bartlesville OK 2360A Nowata Pl,,,Salesforce
11119755,Inactive Investor,Jean-Pierre Fernandez,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jp.fernandez@ampf.com,,Salesforce
9562961,,Claudia Ferreira,,,cferreira@financialguide.com,,List import
11159797,Inactive Investor,Virginia Grosz,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
11211100,Inactive Investor,Jane Drew,Financial Advisor,"Wells Fargo Clearing Services, LLC Vancouver WA 805 Broadway St",jane.e.drew@wellsfargo.com,,Salesforce
10783857,Inactive Investor,Terry Judd,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,tjudd@dadco.com,,Salesforce
11212641,Inactive Investor,Russell Jablonsky,Financial Advisor,Edward Jones Medford WI 739 Clark St,russ.jablonsky@edwardjones.com,,Salesforce
11004083,Inactive Investor,Maribel Bennett,,PFS Investments Inc. Brooklyn NY 457 New Lots Ave,mbennett@primerica.com,,Salesforce
10910662,Inactive Investor,Stephanie Bissell,Financial Consultant,LPL Financial LLC Madison WI 3750 University Ave,stephanie.bissell@lpl.com,,Salesforce
9624399,,Alex MacDonald,,,cell151@yahoo.com,,List import
10935239,Inactive Investor,Kingsley Onuwaje,,"Ameritas Investment Company, LLC Canyon Country CA Private Residence",kingsley.onuwaje@ameritas.com,,Salesforce
10988584,Inactive Investor,Julie Olander,,M. S. Howells & Co. Bozeman MT 2928 Technology Blvd W,,,Salesforce
11129672,Inactive Investor,Thomas Wigton,Financial Advisor,PNC Investments Beaver PA 599 3rd St,thomas.wigton@pnc.com,,Salesforce
9605301,,César Orosco,,,orosco@ajopartners.com,,List import
10818709,Inactive Investor,Kristopher Sayre,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Beachwood OH 22801 Chagrin Blvd,kristopher.m.sayre@jpmorgan.com,,Salesforce
10776261,Inactive Investor,Joshua Steinert,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Woodstock GA 12172 Hwy 92",joshua.steinert@wellsfargoadvisors.com,,Salesforce
11207337,Inactive Investor,Jeffrey Lozier,Financial Advisor,Morgan Stanley Kansas City MO 4520 Main St,jeff.lozier@morganstanley.com,,Salesforce
10858043,Inactive Investor,Joshua Kantor,Financial Advisor,Edward Jones Byron Center MI 2465 Byron Station Dr SW,,,Salesforce
11138616,Inactive Investor,David Lee,Private Client Advisor,J.P. Morgan Securities LLC New York NY 349 5th Ave,david.d.lee@jpmorgan.com,,Salesforce
11102483,Inactive Investor,Matthew Haley,Financial Advisor,LPL Financial LLC Honolulu HI 841 Bishop St,matthew.haley@lpl.com,,Salesforce
9554794,,Alfred Sanchez,,,alfred.sanchez@valic.com,,List import
9571611,,Joseph Orlinski,,,orlin@valley2.com,,List import
11162322,Inactive Investor,Barry Gilrane,Vice President - Advisory Consulting,"Pruco Securities, LLC. For Mill SC Private Residence",barry.gilrane@prudential.com,,Salesforce
11134637,Inactive Investor,Mariana Romero Fernandez,,PFS Investments Inc. Miami FL 7955 NW 12th St,mromero-fernandez@primerica.com,,Salesforce
11225811,,asfdafd Richieasfdsdaf,,,fdafsdsar@yahoo.com,,Web Form Fillout
141177,,Steven Thomas,,United States,stevethomas99100@gmail.com,,source
10820330,Inactive Investor,Patrick Houghton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",patrick_houghton@ml.com,,Salesforce
217167,,Brett Tejpaul,VP of Coverage,Coinbase,brett.tejpaul@coinbase.com,,Event
241051,,Luke Thorson,Regional Sales Consultant,[Unknown],lthorson@innovatoretfs.com,,Event
199552,,Rupert Walsh,,[Unknown],rupwalsh@gmail.com,,
11000882,Inactive Investor,Christopher Gallousis,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,christopher.gallousis@jpmorgan.com,,Salesforce
10993349,Inactive Investor,Kyle Tzeo,,J.P. Morgan Securities LLC San Jose CA 690 River Oaks Pkwy,kyle.tzeo@chase.com,,Salesforce
9621403,,hyunho won,,,wonhyunhoo@naver.com,,List import
11174635,Inactive Investor,Doris Depaul,,"Ameriprise Financial Services, LLC Fort Mill SC 975 Market St",doris.depaul@ampf.com,,Salesforce
10769393,Inactive Investor,Roger Soo,,"Equity Services, Inc. New York NY 675 3rd Ave",soo_roger@nlvmail.com,,Salesforce
9547615,,Robert Provencal,,,provy2446@gmail.com,,List import
10891990,Inactive Investor,Andrew Gaber,Financial Advisor,LPL Financial LLC Parker CO 8785 N Awl Rd,andrew.gaber@lpl.com,,Salesforce
11016334,Inactive Investor,Philip Moore,Financial Advisor,Edward Jones Boiling Springs SC 4035 Hwy 9,philip.moore@edwardjones.com,,Salesforce
339134,,Bruce Bruckmann,Managing Partner,"Bruckmann, Rosser, Sherrill & Co., Management, L.p",bruce.bruckmann@brs.com,212-521-3700,Manual List Upload
194224,,Jeffrey Craig,Senior Wealth Advisor,"The Colony Group, LLC",jcraig@thecolonygroup.com,,
11084053,Inactive Investor,David Speiser,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,david.speiser@jpmorgan.com,,Salesforce
9622162,,James Palopoli,,,jimpalopoli@gmail.com,,List import
159197,,Amila Senarath,,[Unknown],amilasenarathonly@gmail.com,,
10945035,Inactive Investor,Jacob Yerkes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",jacob.yerkes@ml.com,,Salesforce
9642971,,Ted Lasso,,,onebadsha@hotmail.com,,List import
10764868,Inactive Investor,Bradley Bell,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Battle Ground WA 1411 NW 1st St",bradley.bell@wellsfargoadvisors.com,,Salesforce
11188820,Inactive Investor,Stephen Bell,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
11068237,Inactive Investor,Casey Moneer,Financial Advisor,Edward Jones Slinger WI 410 E Washington St,casey.moneer@edwardjones.com,,Salesforce
11112403,Inactive Investor,Tyler Phelps,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",phelps.tyler@principal.com,,Salesforce
11085908,Inactive Investor,Domenico Capezzuto,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",domenico.capezzuto@ml.com,,Salesforce
9466701,,Larry Rowland,,Larry Rowland,kenrowland.kr@gmail.com,,3rd Party Lead Gen
9585972,,Ka?an Da?deviren,,,kagandagdeviren1998@gmail.com,,List import
11081341,Inactive Investor,Philip Settembrino,Representative,"Cadaret, Grant & Co., Inc. Yorktown Heights NY 2649 Strang Blvd",settemp7@ae.cadaretgrant.com,,Salesforce
11121951,Inactive Investor,Albert Russell,Senior Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 2951 Ranch Road 620 S",albert_russelljr@ml.com,,Salesforce
9630326,,Erin Delosreyes,,,erin@tangerines.io,,List import
10880288,Inactive Investor,Charles Gould,Member;Partner,"Gould Capital, LLC",charles.gould@gouldcapital.net,,Salesforce
11222603,,Thomas Maloney,,,tmaloney@needhamco.com,,List Import
11207079,Inactive Investor,Santi Nallapaneni,Client Relationship Manager;Paraplanner,"Ameriprise Financial Services, LLC Canfield OH 4137 Boardman Canfield Rd",santi.n.nallapaneni@ampf.com,,Salesforce
9571184,,Caroline Cheng,,,cc.mafia@gmail.com,,List import
5277947,,yes thy,,,fihopi7442@invodua.com,,Web Form Fillout
11192867,Inactive Investor,Barry Finn,,"MML Investors Services, LLC Morrisville PA 308 Floral Vale Blvd",bfinn@financialguide.com,,Salesforce
10488919,,Vineeta Gupta,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,vineeta.gupta@jpmorgan.com,,List Import
10906153,Inactive Investor,David Adefeso,Chief Compliance Officer;Chief Executive Officer,The Pacific Group,david.adefeso@pacificgroupservices.com,,Salesforce
10659109,,Gina Doyle,,,gina.doyle@countryfinancial.com,,List Import
10949461,Inactive Investor,Riley Larson,,"Raymond James Financial Services, Inc. Iowa City IA 673 Westbury Dr",riley.larson@raymondjames.com,,Salesforce
11172032,Inactive Investor,Jennifer Wheatley-Kaufmann,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",jwheatleykaufmann@mesirowfinancial.com,,Salesforce
11030952,Inactive Investor,Kathleen Verst,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
9589780,,Edson Maduwura,,,ed@medleyp.com,,List Import
10863403,Inactive Investor,Julie Kemp,Financial Planner,"Good Life Advisors, LLC",julie.kemp@goodlifefa.com,,Salesforce
11007509,Inactive Investor,Naomi Buerkle,,Thrivent Investment Management Inc.,naomi.buerkle@thrivent.com,,Salesforce
10958026,Inactive Investor,Lucas Garner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11236929,Inactive Investor,Hayden Pudenz,Associate Advisor;Financial Advisor,"Modern Wealth Management, LLC",hayden.pudenz@modwm.com,,Salesforce
10942274,Inactive Investor,Tina Dauster-Carroll,,"Western International Securities, Inc. Castor LA Private Residence",tcarroll@wisdirect.com,,Salesforce
10758284,Inactive Investor,Seth Bronheim,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 399 Park Ave,seth.bronheim@morganstanley.com,,Salesforce
11051378,Inactive Investor,Wesley Perry,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",wes.perry@wellsfargoadvisors.com,,Salesforce
10906181,Inactive Investor,Vu Tran,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",vu.tran@tfaconnect.com,,Salesforce
10869662,Inactive Investor,Denise Wegner,,State Farm VP Management Corp. Tinley Park IL 8200 185th St,,,Salesforce
10873697,Inactive Investor,Jason Farkas,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,jason.farkas.j8l6@statefarm.com,,Salesforce
9609083,,Ali Bugraoglu,,,alibugraoglu@gmail.com,,List import
11085368,Inactive Investor,Kay Venable,,State Farm VP Management Corp. Flowood MS 2323 Lakeland Dr,kay.venable.cvml@statefarm.com,,Salesforce
10913486,Inactive Investor,Gregory Hoekman,,Cetera Investment Services LLC Modesto CA 4120 Dale Rd,gregory.hoekman@ceterais.com,,Salesforce
10869433,Inactive Investor,Michael Powell,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,michaelpowell.team@fidelity.com,,Salesforce
11063641,Inactive Investor,Victor Gil,Chief Executive Officer;President;Regulatory Contact,iAdvise Partners,vgil@iadvisepartners.com,,Salesforce
10972811,Inactive Investor,Dominick Bussanich,,Vanguard Marketing Corporation,dominick_bussanich@vanguard.com,,Salesforce
10957659,Inactive Investor,James Wiginton,Private Wealth Associate,"BOK Financial Securities, Inc. Tulsa OK 5727 S Lewis Ave",,,Salesforce
9637144,,William Laipple,,,wlaipple@stonebridgewm.com,,List import
10881166,Inactive Investor,Scott King,,"Avantax Investment Services, Inc. Atlanta GA 4401 Northside Pkwy NW",,,Salesforce
333943,,Andrew Rubinstein,Managing Partner,Oberland Capital Management Llc,arubinstein@oberlandcapital.com,212-257-5850,Manual List Upload
11157826,Inactive Investor,Palmer Scarritt,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,palmer.scarritt@morganstanley.com,,Salesforce
9584551,,Bernhard Kahovec,,,be.ka@aon.at,,List import
9637262,,Gudiya prajapati Doll,,,gp7418466@gmail.com,,List import
10885889,Inactive Investor,Kelsey Brennan,Chief Compliance Officer;Financial Advisor;Principal,"Perennial Advisors Group, LLC",,,Salesforce
11183080,Inactive Investor,Kenneth Kelly,,"Allstate Financial Services, LLC Absecon NJ 135 Michigan Ave",kennethkelly@allstate.com,,Salesforce
11148560,Inactive Investor,Carmine Anzalone,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",carmine.anzalone@equitable.com,,Salesforce
11053309,Inactive Investor,Chalyda Dumayas,Senior Registered Associate,D.A. Davidson & Co. Pasadena CA 301 N Lake Ave,cdumayas@dadco.com,,Salesforce
10970498,Inactive Investor,Brandon Hord,Senior Investment Analyst,"Koss-Olinger Consulting, LLC.",brandonh@kossolinger.com,,Salesforce
10869283,Inactive Investor,Sheila Benton,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,sheila.benton@primerica.com,,Salesforce
9599036,,Bobby Winford,,,winfordbr@gmail.com,,List import
9635641,,James Schneider,,,jschneider@rooseveltmc.com,,List import
10838372,Inactive Investor,Paul Bukta,Financial Advisor,LPL Financial LLC Shelby NC Private Residence,paul.bukta@lpl.com,,Salesforce
11208901,Inactive Investor,Alfred Czerniewski,,"Osaic Wealth, Inc. Crivitz WI 611 Louisa St",,,Salesforce
11098049,Inactive Investor,Kate Keller,Financial Planner;Owner,Blakely Financial Services,kate@teamblakely.com,,Salesforce
11062541,Inactive Investor,Jose Reyes,,Fidelity Brokerage Services LLC,,,Salesforce
10898243,Inactive Investor,Carly Hayner,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10852142,Inactive Investor,Karla Greene,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,karla.greene.mdl3@statefarm.com,,Salesforce
9588896,,Renee Berman,,,reneeberman@gmail.com,,List import
10947331,Inactive Investor,Jacob Tague,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Santa Fe NM 130 Lincoln Ave",jacob.tague@stifel.com,,Salesforce
263,,,,,amanda.lear@250ok.work,,
10830885,Inactive Investor,Taylor Easley,,"Raymond James Financial Services, Inc. Kailua Kona HI 75-5660 Kopiko St",taylor.easley@raymondjames.com,,Salesforce
10777897,Inactive Investor,Noah Schwartz,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,noah.schwartz@fidelity.com,,Salesforce
11075366,Inactive Investor,Todd Parsons,,"Raymond James Financial Services, Inc. Montgomery AL 4121 Carmichael Rd",,,Salesforce
10919217,Inactive Investor,Jose Vidueira,,"Kestra Investment Services, LLC Boca Raton FL 2650 N Military Trl",,,Salesforce
10781667,Inactive Investor,Renee White,,Fidelity Brokerage Services LLC,renee.white@fidelity.com,,Salesforce
11181048,Inactive Investor,Indra Sukhu,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,indra.sukhu@jpmorgan.com,,Salesforce
11170867,Inactive Investor,Michael Addessi,Financial Advisor,Commonwealth Financial Network Lutz FL 16524 Pointe Village Dr,,,Salesforce
194000,,JENNIFER DWYER,"ASSOCIATE, NATIONAL ACCOUNTS",BITWISE ASSET MANAGEMENT,jennifer@bitwiseinvestments.com,617-686-4058,
10921640,Inactive Investor,Charity Shahan,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",charity.shahan@nm.com,,Salesforce
11000908,Inactive Investor,Mirelys Morales,,J.P. Morgan Securities LLC Norwalk CT 50 Washington St,mirelys.morales@jpmorgan.com,,Salesforce
10949212,Inactive Investor,Thomas Hayes,Chairman;Chief Compliance Officer;Managing Member,"Great Hill Capital, LLC",tjh@greathillcapital.com,,Salesforce
10798893,Inactive Investor,Sarah Burrowes,First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",sarahlu.burrowes@wellsfargoadvisors.com,,Salesforce
11209705,Inactive Investor,Benjamin Hicks,Financial Advisor,Edward Jones Brooklyn MI 178 S Main St,benjamin.hicks@edwardjones.com,,Salesforce
10872669,Inactive Investor,Robert Dunn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10833781,Inactive Investor,Mark Rubinstein,,LPL Financial LLC Incline Village NV 573 Dale Dr,mrubinstein@inclinepension.com,,Salesforce
10613338,,Melissa Valenzuela,Financial Advisor,,melissa.valenzuela@ml.com,,List Import
10806357,Inactive Investor,Robert Rivoli,,"Osaic Wealth, Inc. Brooklyn NY 1629 Bath Ave",,,Salesforce
10823470,Inactive Investor,Thomas Christensen,,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",,,Salesforce
11202447,Inactive Investor,Alexandra Geremia,Chief Compliance Officer;President;Trustee,"Invest Track Financial, LLC",,,Salesforce
11167857,Inactive Investor,William Thomson,,"Fortune Financial Services, Inc. Pompton Plains NJ Private Residence",wmt@fortunefinancialservices.com,,Salesforce
10779356,Inactive Investor,Jeanmarie Beganskas,Senior Client Associate,Morgan Stanley Melville NY 58 S Service Rd,jeanmarie.beganskas@morganstanley.com,,Salesforce
10895075,Inactive Investor,Alan Edwards,,Cetera Advisors LLC Palm Harbor FL Private Residence,,,Salesforce
10852439,Inactive Investor,Robert Rolfe,,"Osaic Wealth, Inc. Oswego NY 35 E 1st St",,,Salesforce
10780137,Inactive Investor,Matthew Yrungaray,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,matthew.yrungaray@fidelity.com,,Salesforce
10868206,Inactive Investor,Rosa Volk,,LPL Financial LLC San Diego CA 16870 W Bernardo Dr,rosa.volk@lpl.com,,Salesforce
11067011,Inactive Investor,Derek Cason,Assistant Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",derek.cason@wellsfargoadvisors.com,,Salesforce
10878940,Inactive Investor,Anna Vardanyan,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11141579,Inactive Investor,Gregory Yechout,Executive Director;Financial Advisor;Financial Planning Specialist;Portfolio Management Director,Morgan Stanley Medford OR 3103 Signature Ct,gregory.yechout@morganstanley.com,,Salesforce
11113966,Inactive Investor,Jennifer Jones,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,,,Salesforce
11052600,Inactive Investor,Paul Bertino,,"Allstate Financial Services, LLC Bridgeview IL 7345 W 100th Pl",,,Salesforce
232778,, -,,[[Unknown]],stuart_lawther@icloud.com,,Paid Social
10775481,Inactive Investor,Bharadwaj Puram,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",baji.puram@nm.com,,Salesforce
10790882,Inactive Investor,Jason Topp,Private Wealth Advisor,"Ameriprise Financial Services, LLC Merrillville IN 300 E 90th Dr",jason.r.topp@ampf.com,,Salesforce
11093738,Inactive Investor,Claud Gobble,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Las Cruces NM 4400 N Sonoma Ranch Blvd",claud.gobble@stifel.com,,Salesforce
10899214,Inactive Investor,William Butler,Financial Advisor,Commonwealth Financial Network Bedford NH 3 Executive Park Dr,wbutler@commonwealth.com,,Salesforce
9571711,,Ed Ty,,,ed.ty.cc@gmail.com,,List import
10678454,,Ken Hepp,,,kh9998@outlook.com,,Web Form Fillout
10787810,Inactive Investor,Edgar Gay,President,First City Capital Management Inc,ngay@firstcitycapitalmanagement.com,,Salesforce
9633020,,Brian Barr,,,brian@wolfsongroup.com,,List import
11157365,Inactive Investor,Renos Savvides,,Neuberger Berman BD LLC,,,Salesforce
9600486,,Emeka Okala,,,emekaokala7@gmail.com,,List import
10996678,Inactive Investor,Victor Folayan,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
11152030,Inactive Investor,Kiersten Large,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,kiersten.large@morganstanley.com,,Salesforce
11020016,Inactive Investor,Gina Winward,,J.P. Morgan Securities LLC Meridian ID 1500 W Chinden Blvd,gina.winward@jpmorgan.com,,Salesforce
9645354,,Matej Saltovsky,,,mk333666@protonmail.com,,List import
11145879,Inactive Investor,Derrick Parker,,PFS Investments Inc. Lanham MD 10001 Derekwood Ln,derrick.parker@primerica.com,,Salesforce
7407738,,Ibrahima Sory Cisse,,,ibsocisse@mybihs.org,,Web Form Fillout
3229729,,Ray Habermacher,,,rbhabermacher@yahoo.com,,Web Form Fillout
9599021,,Saniya Samji,,,saniyasamji@gmail.com,,List import
10804412,Inactive Investor,Jason Munoz,Financial Advisor,Edward Jones Katy TX 23501 Cinco Ranch Blvd,jason.munoz@edwardjones.com,,Salesforce
9603777,,Lalu rizal Hanafi,,,lalurizalhanafi83@gmail.com,,List import
10957962,Inactive Investor,Tyler Abrahamson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
7493820,,Curtis J Johnson,,,remakoj118@fectode.com,,Web Form Fillout
11163614,Inactive Investor,Brian Kramer,Financial Consultant;Founder;Managing Member,"BLK Financial Advisors, LLC",brian@blkfinancial.com,,Salesforce
304,,,,,aschrades2@charter.net,,
10932932,Inactive Investor,Vitali Kan,Insurance Specialist;Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",vitali.kan@ampf.com,,Salesforce
9593808,,christophe vertueux,,,cvertueux@hotmail.com,,List import
11207412,Inactive Investor,Dylan Connolly,Investment Advisor,Fisher Investments,,,Salesforce
10880900,Inactive Investor,Tzvi Abaranok,,"Osaic Wealth, Inc. Los Angeles CA 10488 Eastborne Ave",,,Salesforce
11193907,Inactive Investor,Colin Brady,Financial Planning Director;Vice President,Morgan Stanley New York NY 399 Park Ave,colin.brady@morganstanley.com,,Salesforce
7638,, -,,[[Unknown]],martymart2u@yahoo.com,,Organic Search
9542804,,Christopher Anderson,,,cdanderson3890@gmail.com,,List import
11218898,,Christopher Avery,,,cavery@ibrokernet.com,,Other
10876336,Inactive Investor,Kyle Geddes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kyle.geddes@fmr.com,,Salesforce
228047,, -,,[Unknown],netraya.rice32@gmail.com,,
11239146,Inactive Investor,Scott Spencer,,"Realized Financal, Inc.",sspencer@thornhillsecurities.com,,Salesforce
11089365,Inactive Investor,Knox Kenerly,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,knox.kenerly@jpmorgan.com,,Salesforce
248880,,George Wang,Founder,Digital Mining Service,george.wang@alumni.stanford.edu,,Manual List Upload
10818669,Inactive Investor,Aaron Golden,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",aaron.golden@wellsfargoadvisors.com,,Salesforce
117514,,Justin Nabity,"Chief Compliance Officer, Executive Officer, Managing Member, Principal, Wealth Advisor","Physicians Thrive Investment Advisors, LLC",paoffice@physicianadvisorsllc.com,402-343-9474,
11166568,Inactive Investor,Erik Jones,,Cary Street Partners Abingdon VA 143 W Main St,erik.jones@carystreetpartners.com,,Salesforce
11160237,Inactive Investor,Joseph Tursi,,"Allstate Financial Services, LLC Floral Park NY 87 Covert Ave",josephetursi@allstate.com,,Salesforce
11040339,Inactive Investor,Sarah Murray,Vice President - Investments,Bridges Investment Management Inc,smurray@bridgesinv.com,,Salesforce
10826095,Inactive Investor,Martin Wheeler,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",marty.wheeler@rbc.com,,Salesforce
9582836,,? ??,,,13607631@qq.com,,List import
9548650,,Michael Lanyon,,,mlanyon@apexclearing.com,,List import
10818651,Inactive Investor,Bruce Hadler,,LPL Financial LLC Loyal WI 210 N Main St,bruce.hadler@lpl.com,,Salesforce
10863468,Inactive Investor,Luke Sturgis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,luke.sturgis@fidelity.com,,Salesforce
11045262,Inactive Investor,Raymond Trepanier,,"Osaic Wealth, Inc. Milford MI 359 N Main St",,,Salesforce
10658946,,Stanley Dayan,,,stanley.dayan@nm.com,,List Import
11025274,Inactive Investor,Sean Hogan,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Columbia MO 501 Cherry St",,,Salesforce
9553483,,Andrew Okey,,,andrew.okey@fmr.com,,List import
10887007,Inactive Investor,Eric Sikes,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member,"Sikes Financial Services, LLC",ericsikes@sikesfinancialservices.com,,Salesforce
10864911,Inactive Investor,Shirley Polidori,,Edward Jones Titusville FL 815 Cheney Hwy,shirley.polidori@edwardjones.com,,Salesforce
11135349,Inactive Investor,Nicholas Atkeson,Chief Compliance Officer;Managing Member;Partner,"Delta Investment Management, LLC",nicholas@deltaim.com,,Salesforce
10990486,Inactive Investor,Perpetual Sowah,,Ally Invest Securities LLC,,,Salesforce
10768031,Inactive Investor,Robert Vanloozenoord,,Cetera Financial Specialists LLC Grandville MI 4250 Chicago Dr SW,robert.vanloozenoord@ceterafs.com,,Salesforce
10754855,Inactive Investor,Harris Fishman,,"MML Investors Services, LLC Saint Augustine FL 315 W Town Pl",hfishman@financialguide.com,,Salesforce
79834,,David Pikop,"Financial Advisor, Investment Advisor Representative","Transamerica Financial Advisors, Inc",dave.pikop@transamerica.com,941-875-8755,
10850385,Inactive Investor,Stephen Holt,,Cetera Advisor Networks LLC Annapolis MD 115 West St,,,Salesforce
9554031,,Karen Veazey,,,karenhomemail@gmail.com,,List import
10603239,,Joann gray,,,mdeang9757@aol.com,,Web Form Fillout
11191717,Inactive Investor,Frank Federici,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",frank.federici@ml.com,,Salesforce
9629542,,Jeremy Wagner,,,jeremy@seethewaves.com,,List import
10924871,Inactive Investor,Winnie Robinson,Manager,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",winnie.robinson@voya.com,,Salesforce
11110586,Inactive Investor,Farhood Malek,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",farhood.malek@wellsfargoadvisors.com,,Salesforce
11187406,Inactive Investor,Robert Schwartz,,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",,,Salesforce
11023661,Inactive Investor,Marty Hodge,,Lincoln Investment Omaha NE 9839 S 168th Ave,mhodge@lincolninvestment.com,,Salesforce
10949848,Inactive Investor,Lisa Parkhurst,,Fidelity Brokerage Services LLC Milford NH Private Residence,,,Salesforce
11164819,Inactive Investor,Michael Bernier,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashua NH 157 Main St",mbernier@ml.com,,Salesforce
371082,,Vincent Falabella,,United States,bellainvestllc@gmail.com,,Salesforce
11168262,Inactive Investor,Elliot Hughes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11122839,Inactive Investor,Michael D'Ambrosio,Financial Advisor,LPL Financial LLC Pittsburgh PA 400 Penn Center Blvd,michael.d-ambrosio@lpl.com,,Salesforce
11221146,,Jeffrey Cimbal,,,jcimbal@statetrust.com,,List import
10822962,Inactive Investor,Joel Kraft,,"Raymond James Financial Services, Inc. Hutchinson MN 135 3rd Ave Se",,,Salesforce
10982564,Inactive Investor,Arian Lambert-Watkins,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,arian.lambertwatkins@primerica.com,,Salesforce
11116362,Inactive Investor,Dayna Byrd-Mattress,,PFS Investments Inc. Cincinnati OH 110 Boggs Ln,dayna.byrdmattress@primerica.com,,Salesforce
10897979,Inactive Investor,Derrick Gin,Private Client Advisor,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,derrick.gin@jpmorgan.com,,Salesforce
9622638,,Junhaeng Lee,,,junhaeng@gmail.com,,List import
9605327,,Bradley Norris,,,norrisb12@hotmail.com,,List import
11132764,Inactive Investor,Lance Link,,"Ameriprise Financial Services, LLC Lebanon MO 1663 Southdale Dr",lance.link@ampf.com,,Salesforce
11084578,Inactive Investor,Ralph Barnes,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,r.craig.barnes@morganstanley.com,,Salesforce
9570146,,Christopher Pacheco,,,christopher.pacheco@fidelity.com,,List import
10919044,Inactive Investor,Joseph Kochera,Financial Advisor,Edward Jones Silverdale WA Private Residence,joseph.kochera@edwardjones.com,,Salesforce
11119519,Inactive Investor,Robert Howard,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Greenville NC 695 E Arlington Blvd",rob.howard@wellsfargoadvisors.com,,Salesforce
10790337,Inactive Investor,Chester Sheffield,Client Advisor,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",jack.sheffield@alex-brown.com,,Salesforce
11141721,Inactive Investor,Tanner Stepp,Financial Advisor,Edward Jones Gig Harbor WA 3312 Rosedale St,tanner.stepp@edwardjones.com,,Salesforce
10881953,Inactive Investor,David Mason,Financial Advisor,Edward Jones Athol MA 164 Market Dr,david.mason@edwardjones.com,,Salesforce
10791930,Inactive Investor,James Aljian,Managing Partner;Principal;Regulatory Contact;Trustee,Aljian Capital Management,jim@aljiancapital.com,,Salesforce
10905399,Inactive Investor,Rodney Spencer,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11173662,Inactive Investor,Mark Stusek,Private Client Advisor,J.P. Morgan Securities LLC Springboro OH 15 Springwood Dr,mark.j.stusek@jpmorgan.com,,Salesforce
87981,,Mauro Merighi,,Go green design,merigom@hotmail.com,3.93451E+11,
10830685,Inactive Investor,Gerri Moll,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",gerri.moll@bofa.com,,Salesforce
11051743,Inactive Investor,Vincent Depasquale,,Morgan Stanley,,,Salesforce
9615022,,Kris Stinson,,,kris.stinson@gmail.com,,List import
10487279,,Christopher Green,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",chris.green@ml.com,,List Import
10895191,Inactive Investor,Clifton Johnson,,"BFC Planning, Inc. Bountiful UT 533 W 2600 S",,,Salesforce
11221196,,Robert Papa,,,rpapa@seia.com,,List import
10834659,Inactive Investor,Andrew Feichter,Partner;Wealth Advisor,William Blair,afeichter@williamblair.com,,Salesforce
11084224,Inactive Investor,Ryan Mink,,Cetera Advisors LLC Columbus OH 778 Northwest Blvd,,,Salesforce
10766829,Inactive Investor,Sarah Govreau,Assistant Vice President;Wealth Management Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,sarah.govreau@morganstanley.com,,Salesforce
10888821,Inactive Investor,Angela Stover,Relationship Manager,"Buckingham Strategic Partners, LLC Seattle WA Private Residence",,,Salesforce
11190649,Inactive Investor,Michael Maroni,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",mike_maroni@ml.com,,Salesforce
373831,,Simon Rosenberg,,[Unknown],b_human_official@pm.me,,source
9566861,,Gabriel Rizzi,,,grizzimd@comcast.net,,List import
11084065,Inactive Investor,Diana Sciarrino,,J.P. Morgan Securities LLC Staten Island NY 2845 Richmond Ave,diana.sciarrino@jpmorgan.com,,Salesforce
10944911,Inactive Investor,Ray Cheng,,"Farmers Financial Solutions, LLC Santa Ana CA 540 N Golden Circle Dr",rcheng2@farmersagent.com,,Salesforce
9546355,,Corey Hyde,,,corey.hyde@paralleladvisors.com,,List import
11187122,Inactive Investor,Imelda Banda,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10644185,,Raymond McGaugh,,,rmcgaugh@andescap.com,,List Import
3001211,,Kristal AI,,,compliance@kristal.ai,,Web Form Fillout
10887849,Inactive Investor,Richard Paul,Chairman;Chief Compliance Officer;Chief Investment Officer;Founder;President;Secretary;Treasurer,"Potomac Advisors, Inc.",richpaul@potomacadvisorsinc.com,,Salesforce
11205095,Inactive Investor,Sara Rabideau,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",sara_rabideau@ml.com,,Salesforce
11156258,Inactive Investor,Bruce Shapiro,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",bruce.shapiro@equitable.com,,Salesforce
10912365,Inactive Investor,Jeffery Keczan,,"Truist Investment Services, Inc. Princeton WV 1309 Stafford Dr",jkeczan@truist.com,,Salesforce
10760019,Inactive Investor,Brian Wickstrom,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",brian.wickstrom@nm.com,,Salesforce
10905935,Inactive Investor,Matthew Willig,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,matthew_willig@glic.com,,Salesforce
11074736,Inactive Investor,Desmond Johnson,Associate,Edward Jones Houston TX 110 Vintage Park Blvd,,,Salesforce
11043559,Inactive Investor,Kassidy Greer,,SECU Brokerage Services Harrisburg NC 5555 NC Hwy 49 S,kassidy.greer@ncsecu.org,,Salesforce
11127252,Inactive Investor,Judy Holliday-Bayless,Wealth Management Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,judy.hollidaybayless@ubs.com,,Salesforce
11201221,Inactive Investor,Kerri Chiodo,,Elevation Wealth Partners LLC Greenlawn NY Private Residence,kerri@elevationwealthpartners.net,,Salesforce
11232683,Inactive Investor,Thomas Noon,,Cetera Investment Services LLC Jackson NJ 2120 W County Line Rd,,,Salesforce
10825611,Inactive Investor,Jeffrey Pollard,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,,,Salesforce
11061079,Inactive Investor,Brock Baer,,"Mesirow Financial, Inc.",bbaer@mesirowfinancial.com,,Salesforce
11219703,,Terrance Holloway,,,terrance.holloway@ceterafs.com,,Other
10881307,Inactive Investor,Garren Decker,,"Kestra Investment Services, LLC Ogden UT 2225 Washington Blvd",garren.decker@kestrafinancial.com,,Salesforce
10853144,Inactive Investor,Grant Carter,Financial Advisor,Edward Jones Saint George UT 1812 W Sunset Blvd,grant.carter@edwardjones.com,,Salesforce
11021213,Inactive Investor,Natalie Blanke,,"Osaic Wealth, Inc. Omaha NE 8420 W Dodge Rd",,,Salesforce
11075790,Inactive Investor,Mark Reisinger,,"Mutual of Omaha Investor Services, Inc. Cockeysville MD 225 International Cir",mark.reisinger@mutualofomaha.com,,Salesforce
9606358,,Thomas Chancellor,,,tchancellor@reliance-financial.com,,List import
10657770,,Walter Nelson,,,vince.nelson@aretewealth.com,,List Import
11169059,Inactive Investor,Jeffrey Combs,,"Raymond James Financial Services, Inc. Kokomo IN 101 W Sycamore St",jeffrey.combs@raymondjames.com,,Salesforce
11081283,Inactive Investor,Martha Bourgeois,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10489636,,Robert Hoffpauir,Investment Advisor,Fisher Investments,rhoffpa@sbcglobal.net,,List Import
11028327,Inactive Investor,Sean Hoffman,,Vanguard Marketing Corporation,sean_hoffman@vanguard.com,,Salesforce
10851631,Inactive Investor,Lamar Morris,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sugar Land TX 2245 Texas Dr",lamar.morris@stifel.com,,Salesforce
9566994,,Shane Piers,,,smpiers@gmail.com,,List import
9592135,,John Carey,,,jcarey@financialengines.com,,List import
10797640,Inactive Investor,Terry Wheeler,Managing Director;Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",terry.wheeler@ml.com,,Salesforce
11071681,Inactive Investor,Kristina Wells,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
9581004,,Elliot Lee,,,smbit@intelliot.com,,List import
9575489,,Angela Chan,,,angela@angelachannyc.com,,List import
9642775,,JOE BURRIS,,,jwburris1@gmail.com,,List import
240027,,Amy Adams,Consumer Lender,Investment Management Group,aadams@stockmanbank.com,406-655-3960,Manual List Upload
9544504,,Geoffrey Palenik,,,gpalenik@cusonet.com,,List import
11164344,Inactive Investor,Fitun Argaw,,LPL Financial LLC San Diego CA 4707 Executive Dr,fitun.argaw@lpl.com,,Salesforce
200468,,William Brunner,,[Unknown],rbrunner88@protonmail.com,,
11056107,Inactive Investor,Christopher Elmore,Investment Advisor Representative,Money Concepts Capital Corp,celmore@moneyconcepts.com,,Salesforce
11234386,Inactive Investor,Surajit Ghosh,,Rockefeller Financial LLC Trenton NJ 2445 Kuser Rd,,,Salesforce
352886,,Otto Eberdorfer,CEO,Superotto Ventures UG,otto@ottoeberdorfer.com,,Event
9600662,,Joshua Katz,,,josh.katz@aiallc.com,,List import
342146,,Ole Melberg,Managing Partner,Ev Private Equity Us Inc.,ole.melberg@energyventures.no,281-768-6721,Manual List Upload
11093008,Inactive Investor,Steven Quinn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,steven.quinn@ubs.com,,Salesforce
11193422,Inactive Investor,Paul Barnum,Wealth Management Advisor,"Sovran Advisors, LLC",paul.barnum@sovranpartners.com,,Salesforce
6759,,sam liddle,,[[Unknown]],sam-59@live.co.uk,,Initial Salesforce Import
11023365,Inactive Investor,Christopher Watson,,"Allstate Financial Services, LLC Oak Harbor WA 466 NE Midway Blvd",chris.watson@allstate.com,,Salesforce
11001671,Inactive Investor,Ian Costanzo,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,,,Salesforce
11145890,Inactive Investor,Alvin Rutherford,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,alvin.rutherford@primerica.com,,Salesforce
11167800,Inactive Investor,Nicholas Paget,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Bellevue WA 10500 NE 8th St,npaget@rockco.com,,Salesforce
10619476,,Roger Stewart,,,roger.stewart@morganstanley.com,,List Import
10824136,Inactive Investor,Kelly Wicks,,State Farm VP Management Corp. Saint Louis MO 13100 Tesson Ferry Rd,kelly.wicks.gavl@statefarm.com,,Salesforce
10896307,Inactive Investor,Anthony Treboldi,Financial Advisor;Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,anthony.treboldi@morganstanley.com,,Salesforce
11057629,Inactive Investor,Michelle Tauber,,"Raymond James Financial Services, Inc. Emmaus PA 1134 Pennsylvania Ave",michelle.tauber@raymondjames.com,,Salesforce
10510213,,Cinthia Murphy,Head of Research,ETF Think Tank,cmurphy@tidalfg.com,,List Import
11126773,Inactive Investor,Ilona Brandt-Tom,Financial Advisor,Park Avenue Securities LLC Wilmington DE 3411 Silverside Rd,ilona_brandt-tom@glic.com,,Salesforce
11035918,Inactive Investor,Michael Stack,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",michael_stack@ml.com,,Salesforce
10949133,Inactive Investor,Timothy Haavaldsen,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
205570,,Randy Qualls,,EPS,legendrq@yahoo.com,8178210541,Organic Search
218975,,Mirlene Dubreuze,,[Unknown],mirlened35@gmail.com,,Direct
9593481,,Josephus Teurlings,,,jteurlings@monocotwm.com,,List import
11135129,Inactive Investor,George Littlewood,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",george.littlewood@ml.com,,Salesforce
10883664,Inactive Investor,Raymond Romero,Financial Advisor,Edward Jones New Iberia LA 206 E Main St,raymond.romero@edwardjones.com,,Salesforce
11018094,Inactive Investor,Kipp Hinz,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",kipp.r.hinz@nm.com,,Salesforce
4591726,,Denys Atatama,,,rutkovskijgosa95@gmail.com,,Web Form Fillout
11129833,Inactive Investor,John Greiten,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1600 S Main St",john.p.greiten@ampf.com,,Salesforce
10596470,,Jay Gentry,,,jay.gentry@wfafinet.com,4702992530,Web Form Fillout
235807,, -,,[[Unknown]],joanne75@verizon.net,,
11005046,Inactive Investor,Maria Vazquez,,"Wells Fargo Clearing Services, LLC Marietta GA 3601 Sandy Plains Rd",maria.g.vazquez@wellsfargo.com,,Salesforce
10942584,Inactive Investor,Armando Iglesias,Financial Advisor,Edward Jones Hurst TX 1821 Precinct Line Rd,armando.iglesias@edwardjones.com,,Salesforce
9560002,,gary andres,,,garyandresjr@gmail.com,,List import
10619841,,Vishaal Tummala,,,vtummala@stratwealth.com,,List Import
11146426,Inactive Investor,Hal Yeager,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,shren.yeager.nhwl@statefarm.com,,Salesforce
11148322,Inactive Investor,Michael Armstrong,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,mwarmstrong@ft.newyorklife.com,,Salesforce
9585037,,Michael Roy,,,m.roy@fi.com,,List import
10793995,Inactive Investor,Debray Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",debray.williams@wellsfargoadvisors.com,,Salesforce
11152700,Inactive Investor,Bradley Betenia,,Morgan Stanley Alpharetta GA 3 Edison Dr,bradley.betenia@morganstanley.com,,Salesforce
10656301,,Lauren Goldman,,,lauren.goldman@stifel.com,,List Import
9557408,,Shirley Guthreau,,,sguthreau@massmutual.com,,List import
10963922,Inactive Investor,Michael Schepp,Financial Advisor,Edward Jones New Braunfels TX 2115 Stephens Pl,,,Salesforce
11119809,Inactive Investor,Bernard Groveman,,First Manhattan Securities LLC,groveman@firstmanhattan.com,,Salesforce
9602217,,Renee Snow,,,rsnow@sagepointadvisor.com,,List import
11222409,,Calvin Hsu,,,calvin.hsu@us.hsbc.com,,List Import
10606771,,David Boczar,Private Wealth Manager,Bay Colony Advisors,dboczar@optonline.net,203-221-2623,
11091732,Inactive Investor,Tylen Kattenhorn,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",ty.kattenhorn@rbc.com,,Salesforce
10906471,Inactive Investor,Yulissa Ruiz,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11131960,Inactive Investor,Christopher Janecek,,"Avantax Investment Services, Inc. Victoria TX 120 S Main St",,,Salesforce
11016550,Inactive Investor,Michael Baruch,,Jefferies LLC,,,Salesforce
11235219,Inactive Investor,Nicole Squires,Associate Financial Advisor,Alaska Wealth Advisors,nicole@apcm.net,,Salesforce
9557902,,Michael Taylor,,,daymondtaylor63@gmail.com,,List import
10811910,Inactive Investor,Steven Stringberg,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,steven.stringberg@lpl.com,,Salesforce
196199,,John Edwards,"Managing Member, Chief Executive Officer And Chief Compliance Officer",Breeds Hill Capital Llc,john@breedshillcapital.com,6175803440,Manual List Upload
11081681,Inactive Investor,Heather Williams,Chief Compliance Officer;Chief Operating Officer;Compliance Officer,Stanford Wealth Management,heather@stanfordwealth.com,,Salesforce
11135685,Inactive Investor,Michael Antoni,Financial Advisor,"Raymond James & Associates, Inc. Devon PA 92 Lancaster Ave",michael.antoni@raymondjames.com,,Salesforce
10929543,Inactive Investor,Regla Prieto,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,regla.prieto@primerica.com,,Salesforce
11209311,Inactive Investor,Katie Makey,,Money Concepts Capital Corp Libertyville IL 1509 N Milwaukee Ave,kmakey@moneyconcepts.com,,Salesforce
9638851,,Tony Yip,,,ty@inv-partners.com,,List import
10646965,,Lawrence De Cicco,,,larry.decicco@edwardjones.com,,List Import
11124922,Inactive Investor,Jeffrey Welsh,Financial Advisor,"Wells Fargo Clearing Services, LLC Yorba Linda CA 20375 Yorba Linda Blvd",jeff.welsh@wellsfargo.com,,Salesforce
10756656,Inactive Investor,Kyle Townsend,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,kyle.townsend@morganstanley.com,,Salesforce
336668,,Melissa Heiman,Senior Client Associate,Venturi Private Wealth,melissa@venturiwealth.com,512-220-2035,Manual List Upload
10646547,,Franklin Laden,,,franklin.laden@ubs.com,,List Import
9566285,,Joseph Frederick,,,jfrederick@capital-planning.com,,List import
10615090,,Moira Patterson,"Family Wealth Advisor, Financial Advisor, Financial Planning Specialist, Portfolio Manager, Vice President",,moira.l.patterson@morganstanley.com,,List Import
11168434,Inactive Investor,Jennifer Cissell,,"Wells Fargo Clearing Services, LLC Cape Girardeau MO 97 N Kingshighway St",jennifer.cissell@wellsfargoadvisors.com,,Salesforce
10862086,Inactive Investor,Sarif La Torre Euscatigue,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",sarif.la_torre_euscatigue@ml.com,,Salesforce
10616987,,Kaitlyn Sawyer,,,ksawyer@ml.com,,List Import
10969133,Inactive Investor,George Schlott,,"Allstate Financial Services, LLC Glen Cove NY 256 Glen St",georgeschlott@allstate.com,,Salesforce
10616367,,Joe Cuturilo,,,joe.cuturilo@lpl.com,,List Import
9553546,,ho hobo,,,yanet84792@dmailpro.net,,List import
10999782,Inactive Investor,Chandra Uselton,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
11153914,Inactive Investor,James Fyda,Investment Specialist,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,james.w.fyda@jpmorgan.com,,Salesforce
10899209,Inactive Investor,Earl Vaughn,Chief Compliance Officer;Chief Executive Officer;Director - Planning;Founder,Advenire Wealth Management Colorado Springs CO 3578 Hartsel Dr,frank@advenirewealth.com,,Salesforce
10771804,Inactive Investor,Danielle Tyler,Chief Compliance Officer,Integrated Advisors Network LLC,danielle@integratedadvisorsnetwork.com,,Salesforce
11107135,Inactive Investor,Tanner Monigal,,Vanguard Marketing Corporation,tanner_monigal@vanguard.com,,Salesforce
11063859,Inactive Investor,Linda Royston-Davies,,PFS Investments Inc. Charlotte NC 9700 Research Dr,linda.roystondavies@primerica.com,,Salesforce
11035012,Inactive Investor,John Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
222449,,Matthew Chiang,,[Unknown],mchiang0027@gmail.com,,source
11079012,Inactive Investor,Thomas Losby,Senior Supervisory Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,tom.losby@lplfinancial.com,,Salesforce
10809847,Inactive Investor,Steven Landberg,Managing Partner;Portfolio Manager;Principal,"Palisade Asset Management, LLC",slandberg@palisadeam.com,,Salesforce
9602260,,Joel Grundmeier,,,joel.grundmeier@hkfs.com,,List import
10780038,Inactive Investor,Geoffrey Bell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",geoffrey_bell@ml.com,,Salesforce
11171446,Inactive Investor,Randall Luebke,Chief Compliance Officer;President,"Lifetime Financial, Inc.",,,Salesforce
10698535,,Floyd Hamilton,,,coolaidstyleinc@outlook.com,,Web Form Fillout
11173292,Inactive Investor,Glenn Rodriguez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",glenn_rodriguez@ml.com,,Salesforce
9565228,,Michelle Buria,,,michelle.buria@rsmus.com,,List import
11129788,Inactive Investor,Ryan Dillard,Financial Advisor,Edward Jones Occoquan VA 308 Commerce St,ryan.dillard@edwardjones.com,,Salesforce
9561087,,Pietro Folco,,,folcopietro@gmail.com,,List import
11025250,Inactive Investor,Edward Lee,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Corona CA 250 E Rincon St",edward.lee@nm.com,,Salesforce
11039203,Inactive Investor,Brendan Knuth,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",,,Salesforce
10645741,,James Iuorio,,,jiuorio@tjmbrokerage.com,,List Import
10885813,Inactive Investor,Austin Repp,Financial Advisor,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,austin.repp@lpl.com,,Salesforce
11190902,Inactive Investor,Thomas Saxon,Financial Advisor,LPL Financial LLC Easton MD 30 E Dover St,,,Salesforce
11231918,Inactive Investor,Aiden Martin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11254945,Inactive Investor,Eyal Lavie,Regional Vice President;Senior Financial Consultant,"Corda Investment Management, LLC",eyal@cordamanagement.com,,Salesforce
11198617,Inactive Investor,Erin Sullivan,Senior Wealth Advisor,"The Colony Group, LLC",esullivan@thecolonygroup.com,,Salesforce
9628450,,James Stevenson,,,jwbstevenson@me.com,,List import
11136069,Inactive Investor,Anthony Hemmelgarn,,Commonwealth Financial Network Brattleboro VT 221 Main St,ahemmelgarn@commonwealth.com,,Salesforce
9606896,,Nicolas Mouchonnier,,,nmouchonnier@gmail.com,,List import
11136291,Inactive Investor,Kent Walker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9577035,,TORBRI NGIO,,,ahmedhamzat25@gmail.com,,List import
9624688,,Forest Whatley Jr,,,clevelanta@gmail.com,,List import
9559071,,Julie Babcock,,,babcock.julie@principal.com,,List import
229038,, -,,[[Unknown]],wisdam810103@gmail.com,,
9568424,,Paul Gatehouse,,,gatehouse@ifa-nh.com,,List import
11112330,Inactive Investor,Cristian Etchart,,Citigroup Global Markets Inc.,,,Salesforce
9588506,,Yamiz Bachkhaz,,,bachkhazm@stifel.com,,List import
10897390,Inactive Investor,Nathaniel Billups,Financial Advisor,Edward Jones Ashland VA 9543 Kings Charter Dr,casey.billups@edwardjones.com,,Salesforce
9634815,,Michael Vaughan,,,mvaughan@mbfhp.com,,List import
11088019,Inactive Investor,Cynthia Montgomery-Adams,,"Raymond James Financial Services, Inc. Vancouver WA 611 W Columbia Way",c.montgomery-adams@raymondjames.com,,Salesforce
11045106,Inactive Investor,Henry Nolan,,Stephens New York NY 660 5th Ave,hnolan@stephens.com,,Salesforce
11169146,Inactive Investor,Judith Singleton,,"Raymond James Financial Services, Inc. Jackson WY 170 E Broadway Ave",judy.singleton@raymondjames.com,,Salesforce
11134803,Inactive Investor,Devante Frazier,,"Wells Fargo Clearing Services, LLC Savannah GA 311 Johnny Mercer Blvd",devante.frazier@wellsfargo.com,,Salesforce
3645629,,CATHERINE MORGAN,,,morgan8936@gmail.com,,Web Form Fillout
139509,,Benjamin Bannon,,Hbks Wealth Advisors,bbannon@hbksorce.com,,
11231145,Inactive Investor,Mark Simmons,,LPL Financial LLC Mansfield TX 2400 Hwy 287 N,,,Salesforce
11019179,Inactive Investor,Nicholas Platt,,J.P. Morgan Securities LLC Jackson NJ 332 N County Line Rd,nicholas.platt@chase.com,,Salesforce
10974929,Inactive Investor,Justin Mccurdy,Financial Planner,"Bridge Financial Planning, LLC Valparaiso IN Private Residence",,,Salesforce
233256,, -,,[[Unknown]],ketchup3052@gmail.com,,
6230483,,Vikash Nishad,,,nvikash2215@gmil.com,,Web Form Fillout
5140818,,Philip M,,,philip.mik@gmail.com,,Web form fillout
9597913,,Brenda Christman,,,bchristman@bkd.com,,List import
11002739,Inactive Investor,Saybelis Rodriguez Diaz,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,srodriguez-diaz@primerica.com,,Salesforce
10843711,Inactive Investor,Chontel Bracey,,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",chontel.bracey@raymondjames.com,,Salesforce
10861125,Inactive Investor,Richard Barrier,,"Avantax Investment Services, Inc. Mt Pleasant NC Private Residence",barrierr@myavantax.com,,Salesforce
11229280,Inactive Investor,Louise Rider,Senior Client Service Associate,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",louise.rider@raymondjames.com,,Salesforce
1006195,Inactive Investor,Rory Held,EVP,Summer Road Family Office,rh@srllc.com, +1 212 317 4100,
10788626,Inactive Investor,Francis Dispigna,Managing Director,"Principal Securities, Inc. Melville NY 48 S Service Rd",dispigna.frank@principal.com,,Salesforce
117565,,Jimmy Cox,,"SagePoint Financial, Inc.",jcox@sagepointadvisor.com,316-729-7071,
10804976,Inactive Investor,Marilyn Wainwright,,Stonex Securities Inc. Louisville KY 9520 Ormsby Station Rd,marilyn.wainwright@saswealth.com,,Salesforce
2784037,,Satyam Kumar,,,satyamrajkumar023@gmail.com,,
10990199,Inactive Investor,Brandon Yates,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",brandon.yates@prudential.com,,Salesforce
10864327,Inactive Investor,Todd Chamberlain,Managing Member;Wealth Manager,Masters Legacy Planning,tchamberlain@mlegacy.com,,Salesforce
10615851,,Max Kaplan,,,maxkaplan@williamblair.com,,List import
233100,, -,,[[Unknown]],wells12@bluewin.ch,,
10967555,Inactive Investor,Elijah Pell,Financial Advisor,Edward Jones Barre VT 219 N Main St,elijah.pell@edwardjones.com,,Salesforce
10787142,Inactive Investor,Timothy Schwarz,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,timothy.schwarz@jpmorgan.com,,Salesforce
9562790,,Andre Do,,,doandre@yahoo.com,,List import
10755327,Inactive Investor,Amy Sigmon,Senior Client Associate,"Wells Fargo Clearing Services, LLC Hickory NC 1377 N Center St",amy.sigmon@wellsfargoadvisors.com,,Salesforce
10940771,Inactive Investor,Leonard Feigenbaum,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",leonard.feigenbaum@prudential.com,,Salesforce
10969713,Inactive Investor,Jinisha Patel,,State Farm VP Management Corp. Cleveland OH 4342 Ridge Rd,jinishapatel@statefarm.com,,Salesforce
11147394,Inactive Investor,Patricia Tiralongo,,CIBC World Markets Corp.,,,Salesforce
10810734,Inactive Investor,Leslie Fong,Assistant Vice President;Director,Morgan Stanley Pasadena CA 55 S Lake Ave,leslie.fong@morganstanley.com,,Salesforce
10763775,Inactive Investor,Jacqueline Tate,Client Service Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,jackie.tate@morganstanley.com,,Salesforce
11140243,Inactive Investor,Jian Shi,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 29941 Hawthorne Blvd,jian.shi@jpmorgan.com,,Salesforce
10862134,Inactive Investor,Xiao Liu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dublin CA 4250 Dublin Blvd",,,Salesforce
10825638,Inactive Investor,Anthony Nieddu,,"Raymond James Financial Services, Inc. Lodi CA 135 N Church St",anthony.nieddu@raymondjames.com,,Salesforce
11159888,Inactive Investor,Kenneth Bollinger,Managing Partner,"WealthShield Partners, LLC",,,Salesforce
10800105,Inactive Investor,Timothy Werth,,"Raymond James Financial Services, Inc. Hays KS 1200 Main St",timothy.werth@raymondjames.com,,Salesforce
10759309,Inactive Investor,Mark McGowan,,Goldman Sachs & Co.,mark.mcgowan@gs.com,,Salesforce
10611769,,Bryn Doyle,"Investment Advisor Representative, Wealth Management Advisor",,bdoyle@barnumfg.com,,List Import
11208655,Inactive Investor,Aaron Daniels,,Country Capital Management Company Anchorage AK 4300 B St,aaron.daniels@countryfinancial.com,,Salesforce
10479220,,Rasheed Murdaugh,,,rasheedm531@mail.com,,Web Form Fillout
10657670,,Christopher Martin,,,chris.martin.gm0e@statefarm.com,,List Import
371513,,Sharon Tilghman,,[Unknown],sharontilghman@gmail.com,,Salesforce
10977438,Inactive Investor,Isabelle Stalter,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,isabelle.stalter@jpmorgan.com,,Salesforce
10991936,Inactive Investor,Rigoberto Ruiz,,NYLIFE Securities LLC San Francisco CA 425 Market St,raruiz@ft.newyorklife.com,,Salesforce
11127910,Inactive Investor,Ruben Fernandez,,"Stonecrest Capital Markets, Inc. San Juan 1369 Ave Ashford",rfernandez@stonecrestpartners.com,,Salesforce
10991766,Inactive Investor,Vincent Carbonaro,,"Osaic Wealth, Inc. Lewes DE 404A E Savannah Rd",,,Salesforce
10983171,Inactive Investor,Michael Smith,,PFS Investments Inc. Winter Park FL 676 Formosa Ave,,,Salesforce
11080605,Inactive Investor,Michael Walecke,Financial Advisor,Edward Jones Sparks NV 2484 Wingfield Hills Rd,michael.walecke@edwardjones.com,,Salesforce
11029365,Inactive Investor,Sophia Kim,,Jefferies LLC Houston TX 333 Clay St,,,Salesforce
10763361,Inactive Investor,Kellie Ronald,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 90 Linden Oaks",kellie.a.ronald@ampf.com,,Salesforce
11059991,Inactive Investor,Darin Robinson,Chief Executive Officer,"Precision Wealth Strategies, LLC",darin@precisionwealthstrategies.com,,Salesforce
10984138,Inactive Investor,Roza Parada,,PFS Investments Inc. Park Ridge IL 1580 N Northwest Hwy,roza.parada@primerica.com,,Salesforce
11023004,Inactive Investor,Marida Torosyan,,J.P. Morgan Securities LLC Burbank CA 840 N San Fernando Blvd,marida.torosyan@jpmorgan.com,,Salesforce
11154596,Inactive Investor,Laura Brown,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11085352,Inactive Investor,Renee Mason,Financial Advisor,"Wells Fargo Clearing Services, LLC Spokane WA 9405 N Newport Hwy",renee.mason@wellsfargo.com,,Salesforce
11220769,,Alan Robello,,,wrobello@brownrobello.com,,Other
11094221,Inactive Investor,Amy Wyse,Senior Regional Leader,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,awyse@primerica.com,,Salesforce
11146148,Inactive Investor,Todd Birkenholz,Wealth Consultant,Genex Consulting,todd@genexstl.com,,Salesforce
11103975,Inactive Investor,Justin Oakley,Financial Advisor,LPL Financial LLC Fresno CA 2600 Ventura St,justin.oakley@lpl.com,,Salesforce
9643205,,Riley Warwick,,,riley.warwick@elliman.com,,List import
9631900,,ryan morrell,,,ryanjmorrell@yahoo.com,,List import
11119664,Inactive Investor,Gage Rowland,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10805050,Inactive Investor,Jeffrey Boessen,Financial Advisor,LPL Financial LLC California MO 329 S Oak St,jeffrey.boessen@lpl.com,,Salesforce
11052135,Inactive Investor,Jose Portillo,,J.P. Morgan Securities LLC San Pedro CA 1001 S Pacific Ave,,,Salesforce
228314,, -,,[[Unknown]],rodatkins2014@gmail.com,,
9581046,,jeffrey katz,,,jkatz4212@aol.com,,List import
11016357,Inactive Investor,Peter Hernandez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",peter2.hernandez@ml.com,,Salesforce
10801559,Inactive Investor,David Johnson,Financial Advisor,Edward Jones Bellevue WA 1130 106th Ave NE,david.johnson@edwardjones.com,,Salesforce
153950,,Michael Woodward,,[Unknown],michael@lgbtqa.com,,
9570409,,Mike George,,,mike@athletesfinancial.com,,List import
10973040,Inactive Investor,Anthony Morris,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,admorris@ft.newyorklife.com,,Salesforce
9925,,William Clohan,,Retired,wclohan@gmail.com,9498387838,
371623,,Henrik Hartmann,,United States,hth4th@gmail.com,,Salesforce
11171411,Inactive Investor,Gita Rao,Head - Portfolio Management;Managing Director,East Horizon Investments,grao@easthorizoninvestments.com,,Salesforce
10659669,,Jaclyn Deem,,,jaclyn.deem@equitable.com,,List Import
10772177,Inactive Investor,Yevgeny Popovich,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",gene.popovich@rbc.com,,Salesforce
9566781,,Yoonseok Lee,,,yunseok4415@daum.net,,List import
10854464,Inactive Investor,Karen Loschiavo,Director - Private Client Services,"Advisors Capital Management, LLC",karen.loschiavo@advisorscenter.com,,Salesforce
353148,,David Ruth,CEO,"MOTOGO, LLC",dbruth@motogo.systems,,Event
11115201,Inactive Investor,Anthony Karpowich,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Manasquan NJ 2424 Hwy 34",anthony.karpowich@wfafinet.com,,Salesforce
10927041,Inactive Investor,Kellie Duffy,,"Cambridge Investment Research, Inc. Bellevue NE Private Residence",,,Salesforce
10784379,Inactive Investor,James Alexander,Financial Advisor,"Allegheny Investments, Ltd. Morgantown WV 1544 Mileground Rd",jalexander@alleghenyinvestments.com,,Salesforce
11178889,Inactive Investor,Michelle McTamney,Financial Advisor,Edward Jones Rahway NJ 1429 Irving St,michelle.mctamney@edwardjones.com,,Salesforce
10762112,Inactive Investor,Frank Hayn,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",frank_a_haynjr@ml.com,,Salesforce
10768130,Inactive Investor,William Plumeri,,Citigroup Global Markets Inc. New York NY 171 E 72nd St,william.plumeri@citi.com,,Salesforce
11148649,Inactive Investor,Kara Elledge,Financial Advisor,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",kara.rogers@prudential.com,,Salesforce
1004237,Inactive Investor,Aaron Brodt,,Aaron Brodt,abrodt@gentrywm.com,,3rd Party Lead Gen
10908581,Inactive Investor,Stephanie Pfeiffer,,"Saxony Securities, Inc.",spfeiffer@saxonysecurities.com,,Salesforce
10853117,Inactive Investor,Robert Myers,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,robert.myers@morganstanley.com,,Salesforce
10886012,Inactive Investor,Thomas Cunningham,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,thomas.cunningham@fidelity.com,,Salesforce
11026590,Inactive Investor,Gerardo Castillo,Investment Advisor Associate,"Osaic Wealth, Inc. Omaha NE 1010 S 120th St",,,Salesforce
9557432,,Daniel M,,,nopestack+grayscale@gmail.com,,List import
11205350,Inactive Investor,Tamara Spigner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",tamara.spigner@ml.com,,Salesforce
10904982,Inactive Investor,William Huff,,"Hornor, Townsend & Kent, LLC Saint George UT 2617 E 3330 S",whuff@htk.com,,Salesforce
211680,,Jesse Strauss,Founder,Indepayment.com,jesse@indepayment.com,,Content
11187087,Inactive Investor,Nizar Kajani,,"Avantax Investment Services, Inc. Houston TX 10101 Southwest Fwy",,,Salesforce
10932227,Inactive Investor,Diane Booth,Chief Compliance Officer;Principal,Fraser Asset Management,,,Salesforce
10783098,Inactive Investor,John Johnson,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Torrance CA 21370 Hawthorne Blvd",jj.johnson@schwab.com,,Salesforce
10760772,Inactive Investor,John Gilroy,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",john.gilroy@wellsfargoadvisors.com,,Salesforce
10893461,Inactive Investor,Michael Haggerty,,"Allstate Financial Services, LLC Rhinebeck NY 6811 Rte 9",michaelhaggerty@allstate.com,,Salesforce
10805439,Inactive Investor,Daniel Johnston,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10801643,Inactive Investor,Michael Kochis,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,michael.kochis@glic.com,,Salesforce
10935404,Inactive Investor,George Haydock,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC West Harrison NY 4 Westchester Park Dr",george.haydock@tiaa.org,,Salesforce
11108483,Inactive Investor,Malcolm Ashton,Limited Partner,Eriksen Capital Management Lynden WA 567 Wildrose Cir,,,Salesforce
10967325,Inactive Investor,Christopher Vining,Chief Compliance Officer;Managing Member;Small Business Owner,"CV Securities Analysis, LLC",c.vining@cv-analysis.com,,Salesforce
10929192,Inactive Investor,Jasmine Yu,Chief Investment Officer,"Bryn Mawr Capital Management, LLC Berwyn PA 1436 Lancaster Ave",,,Salesforce
10894929,Inactive Investor,William Morris,,"Avantax Investment Services, Inc. Ardmore PA Private Residence",,,Salesforce
11094786,Inactive Investor,Matthew Kahovec,Senior Wealth Advisor,"The Mather Group, LLC",m.kahovec@themathergroup.com,,Salesforce
232903,, -,,[[Unknown]],camelotdk@yahoo.com,,Organic Search
10909982,Inactive Investor,Ross Whitfield,,State Farm VP Management Corp. Indianapolis IN 440 Massachusetts Ave,,,Salesforce
10880362,Inactive Investor,Caroline Kolopsky,,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,,,Salesforce
9600196,,Daniel Bauer,,,dan@bauerwealthmanagement.com,,List import
222596,,Mark CHAN,,Axis Asset management,chenyibiaomark@gmail.com,(852) 215-7213,Organic Search
10843676,Inactive Investor,Ryan Klose,,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",rklose@financialguide.com,,Salesforce
11197092,Inactive Investor,John Anderson,Chief Compliance Officer;President,"Investments By Design, Inc",,,Salesforce
10820601,Inactive Investor,Brittany Ammerman,Financial Advisor,"Private Client Services, LLC",bspiller@kfg.com,,Salesforce
11199659,Inactive Investor,Zachary Zwieg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",zachary.zwieg@ml.com,,Salesforce
10851880,Inactive Investor,Michael Rodriguez,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Omaha NE 13625 California St",michael.rodriguez@wfadvisors.com,,Salesforce
11051468,Inactive Investor,John Gideon,,"Wells Fargo Advisors Financial Network, LLC Melbourne FL 6905 N Wickham Rd",jgideon@wfafinet.com,,Salesforce
10940912,Inactive Investor,Cheryl Butler,,Stonex Securities Inc. Nazareth PA 25 E Center St,cheryl.butler@saswealth.com,,Salesforce
248860,,John Stampalia,CEO,R&D Robinhood Funding LLC,rdaccelerator1@gmail.com,,Manual List Upload
10914204,Inactive Investor,Lance Tabbert,,"Fifth Third Securities, Inc. Clinton Township MI 35275 S Gratiot Ave",lance.tabbert@53.com,,Salesforce
373585,,Pradhith Konduri,,[Unknown],pradhith.konduri@gmail.com,,source
75155,,Letha Joseph,"Chief Compliance Officer;Secretary, Shareholder(common)",Brook Capital,ljoseph@brookcapital.com,262-784-7205,Manual List Upload
11192046,Inactive Investor,Paul Peterson,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,paul.peterson@fidelity.com,,Salesforce
10793983,Inactive Investor,Matthew Lowe,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10868533,Inactive Investor,Cory Meadows,,Citigroup Global Markets Inc.,,,Salesforce
11066401,Inactive Investor,Monica Hollinger,,PFS Investments Inc. Saint George UT 135 N 900 E,monicaghollinger@primerica.com,,Salesforce
10658903,,Ronnie Eisenberg,,,ronnie.s.eisenberg@jpmorgan.com,,List Import
10806066,Inactive Investor,Shawn Hines,,LPL Financial LLC Allentown PA 1620 W Highland St,shawn.t.hines@lpl.com,,Salesforce
10821595,Inactive Investor,John Churchill,Financial Advisor,"Osaic Wealth, Inc. Morton IL 200 S 1st Ave",,,Salesforce
10901046,Inactive Investor,Jonathan Zfira,,Deutsche Bank Securities Inc.,,,Salesforce
10787776,Inactive Investor,David Carter,Investment Specialist;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,david.carter@jpmorgan.com,,Salesforce
11195619,Inactive Investor,Alberto Valdes,,"Alterna Securities, Inc.",avaldes@actinversecurities.com,,Salesforce
10796512,Inactive Investor,Debra Guerrero,Financial Advisor,"Hornor, Townsend & Kent, LLC State College PA 1370 S Atherton St",dguerrero@htk.com,,Salesforce
341489,,Kevin Chaillet,Treasurer,"Ast Investment Services, Inc.",kevin.chaillet@prudential.com,973-367-7473,Manual List Upload
10613448,,Simon Alexander,"First Vice President, Senior Financial Advisor",,simon_alexander@ml.com,,List Import
11127529,Inactive Investor,Allison Rud,,"Osaic Wealth, Inc. Mondovi WI 104 W Main St",arud@osaicwealth.com,,Salesforce
9581250,,Daniel Williams,,,dwilliams@brinkercapital.com,,List import
10846385,Inactive Investor,Bradley Long,Chief Financial Officer;President,"Financial & Estate Advisors, Inc",brad@i-fea.com,,Salesforce
11142401,Inactive Investor,David Smith,Financial Planner,"Pruco Securities, LLC. Albany MO 213 W Clay St",david.x.smith@prudential.com,,Salesforce
11226539,,kevin kuffner,,,kevinkuffner@gmail.com,,Web Form Fillout
10895883,Inactive Investor,Thomas Quinby,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",tom.quinby@ampf.com,,Salesforce
10868477,Inactive Investor,Nicholas Troiano,Senior Vice President,"Raymond James & Associates, Inc. Boulder CO 1881 9th St",nicholas.troiano@raymondjames.com,,Salesforce
9614221,,Hafsa Touqeer,,,queenmessi@hotmail.com,,List import
11075738,Inactive Investor,Reinhold Wigand,,"Sanctuary Securities, Inc. Colorado Springs CO 2 N Cascade Ave",rwigand@sanctuarywealth.com,,Salesforce
52379,,Jonathan Derby,"Chief Compliance Officer, General Counsel, Vice President",Derby and Company Inc,jonathan.derby@derbyco.com,617-845-5019,
10938085,Inactive Investor,Zachary Stuppy,Chief Compliance Officer;Founder;Managing Member;President,Brave Boat Capital Advisors,zach@braveboatcapital.com,,Salesforce
9606002,,Federico Cipriani,,,federicocipri@gmail.com,,List import
11193049,Inactive Investor,Alan Hopkins,Chief Economic Strategist;Chief Economist,Manchester Financial Inc,alan.hopkins@manchesterfinancial.com,,Salesforce
11108567,Inactive Investor,Thelma Ruff,Financial Advisor,"MML Investors Services, LLC Springfield MO 2045 S Glenstone Ave",thelmaruff@financialguide.com,,Salesforce
9575160,,Vivian Pan,,,vpan@hamlincm.com,,List import
10617711,,Robert Pacheco,,,robert.pacheco@tfaconnect.com,,List Import
10899297,Inactive Investor,Marie Stanert,Member,"Moondance Investment Advisors, LLC",,,Salesforce
10768350,Inactive Investor,Mark Nottingham,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",mark_nottingham@ml.com,,Salesforce
10896041,Inactive Investor,Rebecca Tipton,,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",rebecca.2.tipton@ampf.com,,Salesforce
11085891,Inactive Investor,Scott Allerton,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Huntersville NC 16700 Statesville Rd",scott.allerton@wellsfargo.com,,Salesforce
9637993,,Raymond Nolte,,,rnolte@skybridgecapital.com,,List import
10818247,Inactive Investor,Jonathan Burke,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",jonathan.burke2@ml.com,,Salesforce
11163464,Inactive Investor,Mark Odyniec,,LPL Financial LLC New Haven CT 265 Church St,,,Salesforce
10646763,,Shane Cummings,,,scummings@halberthargrove.com,,List import
9638846,,Pedro Ramos,,,pramos@philafound.org,,List import
11238551,Inactive Investor,Stephanie Siu,,"Brentwood Private Equity, LLC",ssiu@brentwood.com,,Salesforce
9619147,,Michael Fogel,,,michael@fogelcapital.com,,List import
11124988,Inactive Investor,Zubaida Alidreesi,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 4100 4th St N",zubaida.alidreesi@wellsfargo.com,,Salesforce
10882882,Inactive Investor,Jared Dosch,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Zanesville OH 964 Grove Rd",jared.dosch@nm.com,,Salesforce
9544551,,Israel Bencivenga,,,izzymota12@gmail.com,,List import
10804780,Inactive Investor,Benjamin Cox,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",benjamin.p.cox@ml.com,,Salesforce
10849346,Inactive Investor,Kristin Hanson,Financial Advisor,Edward Jones Grand Forks ND 2830 S Columbia Rd,kristin.hanson@edwardjones.com,,Salesforce
11015603,Inactive Investor,Craig Veach,Financial Advisor,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",craig.veach@equitable.com,,Salesforce
10851180,Inactive Investor,Michael-Tyler Dery,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,michael-tyler.dery@fmr.com,,Salesforce
10888000,Inactive Investor,Regina Hirsch,,Cetera Advisors LLC Neptune NJ 1350 Campus Pkwy,,,Salesforce
10818301,Inactive Investor,Jeffrey Traudt,,State Farm VP Management Corp. Toledo OH 2828 W Central Ave,jeff.traudt.byei@statefarm.com,,Salesforce
10774362,Inactive Investor,Candace Vondra,Business Manager,William Blair,cvondra@williamblair.com,,Salesforce
196158,,Ted Ketterer,,[Unknown],ted.ketterer1966@gmail.com,,
11104981,Inactive Investor,Brandon Scarbro,Associate Vice President;Financial Advisor,Morgan Stanley Knoxville TN 1111 N Northshore Dr,brandon.scarbro@morganstanley.com,,Salesforce
10827362,Inactive Investor,Richard Mitchen,,"Avantax Investment Services, Inc. Baton Rouge LA 4757 Millwood",,,Salesforce
9572892,,Musa Lone,,,mlone@suvcap.com,,List import
10796287,Inactive Investor,Jessica Shaughnessy,Portfolio Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,jessica.shaughnessy@morganstanley.com,,Salesforce
10771946,Inactive Investor,Mark Jutkowitz,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",mark.jutkowitz@wellsfargoadvisors.com,,Salesforce
11200161,Inactive Investor,Jared Odell,Senior High Net Worth Specialist,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11065308,Inactive Investor,Robert Sawyer,Managing Director,"Stifel Independent Advisors, LLC Gulfport MS 2304 14th St",sawyerb@stifelindependence.com,,Salesforce
10797451,Inactive Investor,Michael Casey,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",michael.casey@tfaconnect.com,,Salesforce
9636911,,Susan Maple-brown,,,smaple-brown@maple-brownabbott.com.au,,List import
9552269,,Mary Allen,,,terryallen@royalaa.com,,List import
10979779,Inactive Investor,Laura Hillman,,"Raymond James & Associates, Inc.",laura.hillman@raymondjames.com,,Salesforce
11199524,Inactive Investor,Matthew Black,,Cooper McManus Overland Park KS 7304 W 130th St,,,Salesforce
11110981,Inactive Investor,Aaron Smith,Chief Compliance Officer;Financial Analyst,"Smith Financial Investment Advisors, Inc.",aaronsmith@smithfinancial.com,,Salesforce
9574891,,leo rissanen,,,lekkupossu@gmail.com,,List import
9545022,,John Wood,,,johnwood42@hotmail.co.uk,,List import
10778780,Inactive Investor,David Schlabach,,The O.N. Equity Sales Company Berlin OH 4585 State Rte 39,,,Salesforce
10884750,Inactive Investor,Kenneth Paul,Wealth Advisor,"Main Street Financial Solutions, LLC Newtown PA 503 Washington Ave",kpaul@msfsolutions.com,,Salesforce
10899500,Inactive Investor,Kim Killmaier,,Fidelity Brokerage Services LLC,,,Salesforce
10656687,,Dustin Mahler,,,dustin.mahler@schwab.com,,List Import
11212398,Inactive Investor,Mariacelia Blandon,Registered Client Associate,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,,,Salesforce
9569865,,Zachary Brooks,,,zachary.brooks@fidelity.com,,List import
10951595,Inactive Investor,Howell Findley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11208754,Inactive Investor,Brian Washkowiak,Financial Advisor,Edward Jones Glen Ellyn IL 509 N Main St,brian.washkowiak@edwardjones.com,,Salesforce
11086301,Inactive Investor,Christopher Vargas,Financial Advisor,LPL Financial LLC Reno NV 10599 Double R Blvd,chris.vargas@lpl.com,,Salesforce
10964413,Inactive Investor,Douglas Gibson,,"World Equity Group, Inc. Houston TX 4801 Woodway Dr",douglasgibson@weg1.com,,Salesforce
11187660,Inactive Investor,Julie Gurkowski-Koehn,Financial Advisor,"Ameriprise Financial Services, LLC Oshkosh WI 2331 Enterprise Dr",julie.gurkowski@ampf.com,,Salesforce
10488370,,Zain Lalani,"Chief Financial Officer, Chief Operating Officer, Regulatory Contact","Goodlander Investment Management, LLC",zain@goodlanderim.com,,List Import
351447,,Espen Strom,Senior Associate,Ev Private Equity Us Inc.,espen.strom@energyventures.no,281-768-6721,Manual List Upload
9628342,,Dylan Wang,,,wangdong36196@gmail.com,,List import
10848692,Inactive Investor,William Patterson,Principal,Second Avenue Capital,,,Salesforce
10820232,Inactive Investor,Gracelyn Root,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",gracelyn.dino@wellsfargoadvisors.com,,Salesforce
11173525,Inactive Investor,Benn Albrecht,,LPL Financial LLC Carmel NY 2 Terrace Dr,benn.albrecht@lpl.com,,Salesforce
10971545,Inactive Investor,Stefan Johnson,Financial Advisor,"Pruco Securities, LLC. Dubuque IA 2600 Dodge St",stefan.johnson@prudential.com,,Salesforce
9594091,,John Hickey,,,jhickey@denovotaxandadvisors.com,,List import
9553865,,Carol Felt,,,chakemianfelt@financialguide.com,,List import
10997940,Inactive Investor,Ivan Hernandez,,"Wells Fargo Clearing Services, LLC Diamond Bar CA 1150 S Diamond Bar Blvd",ivan.i.hernandez@wellsfargo.com,,Salesforce
11019585,Inactive Investor,Robert Hartwell,,"Osaic Wealth, Inc. Plainfield IL Private Residence",rhartwell@royalallianceadvisors.com,,Salesforce
2530076,,Sonu Ajay,,,sonuajay9083@gmail.com,,
11186442,Inactive Investor,Anthony Gregory,,"Osaic Wealth, Inc. Tarpley TX Private Residence",agregory@royalaa.com,,Salesforce
10790029,Inactive Investor,Christopher Thomason,Chief Executive Officer;Vice President,"Wallace Capital Management, Inc.",,,Salesforce
11211148,Inactive Investor,William Rice,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",william.rice@wfadvisors.com,,Salesforce
10869051,Inactive Investor,Nathan Nobley,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10661752,,Jeffrey Lazar,,,jlazar@hatchcovecapital.com,,List Import
11144995,Inactive Investor,Page Nored,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Germantown TN 3070 Forest Hill Irene Rd",page.nored@benjaminfedwards.com,,Salesforce
10486586,,Robert Graham,Founder,Riggs Asset Management Co Inc,rjgraham@riggsadvisors.com,,List Import
11193516,Inactive Investor,Aaron Hanson,Wealth Strategy Associate,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,aaron.hanson@ubs.com,,Salesforce
11205962,Inactive Investor,Makara Hang,,"Raymond James Financial Services, Inc. Rocklin CA 1011 Sunset Blvd",makara.hang@raymondjames.com,,Salesforce
10976247,Inactive Investor,Braden Wood,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,braden.wood@fidelity.com,,Salesforce
11111926,Inactive Investor,James Young,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10874935,Inactive Investor,Christopher Wittenbrink,Assistant Vice President;Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",michael.wittenbrink@ml.com,,Salesforce
11029253,Inactive Investor,Larry Eggers,,"Inspire Advisors, LLC Lakeside MT Private Residence",larry.eggers@inspireadvisors.com,,Salesforce
9577518,,Christopher Sampson,,,chrissampsonkia@gmail.com,,List import
11013359,Inactive Investor,David Nguyen,,J.P. Morgan Securities LLC Bellevue WA 10550 NE 8th St,david.nguyen@jpmorgan.com,,Salesforce
10813986,Inactive Investor,Robert Jones,,LPL Financial LLC San Diego CA 4707 Executive Dr,robert.jones@lpl.com,,Salesforce
11068766,Inactive Investor,Susan Mulkey,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11125160,Inactive Investor,Diego Alvarez,,"Wells Fargo Clearing Services, LLC Novato CA 1590 Grant Ave",diego.a.alvarez@wellsfargo.com,,Salesforce
10788926,Inactive Investor,Shamika Jones,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,shamika.jones@fidelity.com,,Salesforce
9597761,,Robert Alston,"Chief Compliance Officer, Portfolio Analyst, Portfolio Manager","QuadCap Wealth Management, LLC",rob.alston@quadcapwm.com,972-215-7436,List Import
11201946,Inactive Investor,Wyatt Vaught,,Cape Securities Inc.,wevaught@capesecurities.com,,Salesforce
10932351,Inactive Investor,Jennifer Powell,,Cetera Advisor Networks LLC Georgetown TX Private Residence,jennifer.powell@ceterawealth.com,,Salesforce
1003204,Inactive Investor,Justin Lederer,,Cantor Fitzgerald,jlederer@cantor.com,,3rd Party Lead Gen
10813162,Inactive Investor,Thomas Carl,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Paramus NJ 61 S Paramus Rd,thomas.carl@morganstanley.com,,Salesforce
10980676,Inactive Investor,Jessica Callaham,Financial Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,jessica.callaham@lpl.com,,Salesforce
11004920,Inactive Investor,Michelle Horenberger,,"Allstate Financial Services, LLC Santa Maria CA 2125 S Broadway",michellehorenberger@allstate.com,,Salesforce
10960257,Inactive Investor,Caio Fasanella Kairalla,Board Member;Chief Investment Officer,Nomad,,,Salesforce
11001470,Inactive Investor,Saglara Iofe,Principal,IceBridge Financial Group Boca Raton FL 433 Plaza Real,,,Salesforce
11232758,Inactive Investor,Brandon Boozer,,"U.S. Bancorp Investments, Inc. Elk Grove CA 5000 Laguna Blvd",,,Salesforce
10770467,Inactive Investor,Theodore Rosean,Financial Advisor,LPL Financial LLC Wilmette IL 525 4th St,theodore.rosean@lpl.com,,Salesforce
10782839,Inactive Investor,Brian Hickey,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,brian.hickey@morganstanley.com,,Salesforce
10922634,Inactive Investor,Lucas McNeely,Wealth Advisor,Financial Advocates Investment Management Cody WY 1517 Rumsey Ave,lmcneely@financialadvocates.com,,Salesforce
10951914,Inactive Investor,Michel Enriquez,,J.P. Morgan Securities LLC Lake Worth FL 2603 10th Ave N,michel.enriquez@chase.com,,Salesforce
10911888,Inactive Investor,Robyn Hill,,Commonwealth Financial Network Harrisonburg VA 380 E Market St,rhill@commonwealth.com,,Salesforce
11171947,Inactive Investor,Daffney Geyer,,"Allstate Financial Services, LLC Blacklick OH 7372 E Broad St",daffneygeyer@allstate.com,,Salesforce
10612469,,Anthony Barone,Financial Advisor,,anthony.barone@ampf.com,,List Import
10955359,Inactive Investor,Jacob Boyce,,LPL Financial LLC Rochester NY 625 Panorama Trl,,,Salesforce
10863639,Inactive Investor,Josue Vargas,Financial Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10768698,Inactive Investor,Charles Kallgren,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",chuck.kallgren@schwab.com,,Salesforce
11135509,Inactive Investor,Aijun Zhang,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,,,Salesforce
245895,,Not Provided,Senior Trial Attorney,U.S. Department of Justice,kevin.mosley@usdoj.gov,,Manual List Upload
10953456,Inactive Investor,Derek Kriebel,Wealth Advisor,"Sequoia Financial Group, L.L.C.",dkriebel@sequoia-financial.com,,Salesforce
11029522,Inactive Investor,Sandy Baez,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",sandy.baez@nm.com,,Salesforce
10929577,Inactive Investor,Vincent Capodanno,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",vcapodanno@wpcapital.com,,Salesforce
10878159,Inactive Investor,Matthew Breimayer,,"J.W. Cole Financial, Inc. Traverse City MI Private Residence",,,Salesforce
11026961,Inactive Investor,David Cohodes,,Morgan Stanley,david.cohodes@morganstanley.com,,Salesforce
10828987,Inactive Investor,Ryan Hinz,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,ryan.hinz@fmr.com,,Salesforce
10812269,Inactive Investor,Michael Schenking,,"Wells Fargo Advisors Financial Network, LLC Bel Air MD 1614 E Churchville Rd",michael.schenking@wfafinet.com,,Salesforce
10982279,Inactive Investor,Kristen Lemesevski,Chief Operating Officer,"Beacon Bridge Wealth Partners, LLC Conshohocken PA 101 W Elm St",kristen@beaconbridgewealth.com,,Salesforce
9618194,,Ying Hua,,,ying.hua@citadel.com,,List import
11044674,Inactive Investor,Sarah Hilbolt,,"Equitable Advisors, LLC",sarah.hilbolt@equitable.com,,Salesforce
10974108,Inactive Investor,Meagan Recinos,Financial Advisor,Edward Jones Austin TX 3305 Northland Dr,meagan.recinos@edwardjones.com,,Salesforce
11229015,Inactive Investor,Jeffrey Shapiro,,Edward Jones Edgewater MD 138 Mayo Rd,,,Salesforce
10874339,Inactive Investor,Thomas Lequerica,International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",thomas.lequerica@ml.com,,Salesforce
11049876,Inactive Investor,Brian Sims,Financial Advisor,LPL Financial LLC Orland Park IL 9850 W 159th St,brian.sims@lpl.com,,Salesforce
10931470,Inactive Investor,Trent Yost,Financial Advisor,"Osaic Wealth, Inc. Pocatello ID 1414 E Center St",,,Salesforce
10925391,Inactive Investor,David Harpool,Chief Compliance Officer;Managing Member;Partner,Avid Planning,david.harpool@investavid.com,,Salesforce
217746,,Daniel Sailer,,[Unknown],daniel.r.sailer@googlemail.com,,Direct
11095334,Inactive Investor,James Cross,,"First Heartland Capital, Inc. Clive IA 12035 University Ave",,,Salesforce
9601574,,Eric Hansen,,,ehansen@financialengines.com,,List import
11097310,Inactive Investor,Barry Bass,,"Raymond James Financial Services, Inc. Hagerstown MD 1107 Maryland Ave",steven.bass@raymondjames.com,,Salesforce
11016821,Inactive Investor,Hui Mei Shi,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",hui_mei.shi@ml.com,,Salesforce
10986420,Inactive Investor,Richard Kinney,Financial Advisor,Trek Financial Irmo SC 7554 Woodrow St,,,Salesforce
10960049,Inactive Investor,Matthew Gunn,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11015133,Inactive Investor,Cassandra Duernberger,,"Harbour Investments, Inc. Madison WI 814 Atlas Ave",,,Salesforce
9591638,,Mihail Covaci,,,mcovaci@brightlightcapital.com,,List import
60883,,Christian Kaiser,"Advisor, Financial Services Professional","MML Investors Services, LLC",ckaiser@massmutual.com,419-887-6321,
10879902,Inactive Investor,Michael McGuire,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,michael.mcguire2@fmr.com,,Salesforce
9545210,,Emmanuel Matiya,,,gemninvestment@gmail.com,,List import
336208,,Howard Matlin,Limited Partner And Managing Director,"Kelso & Company, L.p.",hmatlin@kelso.com,212-350-7700,Manual List Upload
11030973,Inactive Investor,Manal Abeskaron,,LPL Financial LLC Morristown NJ 233 South St,,,Salesforce
10859754,Inactive Investor,Kenneth Butterfield,,Cetera Advisor Networks LLC Jackson MI 6116 Riverview Dr,,,Salesforce
10872661,Inactive Investor,Nicholas Jans,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",nick.jans@nm.com,,Salesforce
11229401,Inactive Investor,Delphia Polle,Assistant Portfolio Manager,"Ingalls & Snyder, LLC",,,Salesforce
10924610,Inactive Investor,Matthew Scanlon,,"Independent Financial Group, LLC Scottsdale AZ 6991 E Camelback Rd",,,Salesforce
10797174,Inactive Investor,Jennifer Schulman,Executive Director,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,jennifer.schulman@jpmorgan.com,,Salesforce
11129387,Inactive Investor,Mary Clark,,"Independent Advisor Alliance, LLC Tallahassee FL 738 E Park Ave",,,Salesforce
9589733,,Mario Muttenthaler,,,mario@remarkably.co,,List import
11053310,Inactive Investor,George Sherman,Financial Advisor,"Ameriprise Financial Services, LLC Kansas City MO 9300 Troost Ave",bill.sherman@ampf.com,,Salesforce
11057027,Inactive Investor,Travis Beyerl,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",travis.beyerl@nm.com,,Salesforce
11088278,Inactive Investor,Cecily Mckenna,,"Wells Fargo Clearing Services, LLC Seattle WA 4009 E Madison St",,,Salesforce
9643057,,Kathleen Nielsen,,,kathleen.m.nielsen1@gmail.com,,List import
9552393,,Thayer Robbins,,,todd@robbinscap.com,,List import
10885377,Inactive Investor,Priti Mendonca,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",priti.mendonca@ml.com,,Salesforce
11020252,Inactive Investor,Ryan McNulty,,"MML Investors Services, LLC Suffolk VA Private Residence",ryanmcnulty@financialguide.com,,Salesforce
351987,,Harrison Huang,Controller,Court Square Capital,hhuang@courtsquare.com,212-752-6110,Manual List Upload
11255374,Inactive Investor,Christian Early,Relationship Manager,"Curi RMB Capital, LLC",,,Salesforce
9598476,,William Morrison,,,wmorrison@carsoninstitutional.com,,List import
10769931,Inactive Investor,Joseph Bayse,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 8700 J M Keynes Dr",joe.bayse@wellsfargo.com,,Salesforce
11180429,Inactive Investor,Ronald Hatch,,"OneAmerica Securities, Inc. Meridian ID 3681 N Locust Grove Rd",ronald.hatch@oneamerica.com,,Salesforce
11104291,Inactive Investor,Aaron Hersch,Chief Compliance Officer;Managing Member;Retirement Planning Specialist,Denver Wealth Advisors Denver CO 720 S Colorado Blvd,,,Salesforce
6298136,,Carmelo Angelo Bataoil Alcon,,,cangelo3218@gmail.com,,Web Form Fillout
10866447,Inactive Investor,Terry Jones,,State Farm VP Management Corp. Nashville TN 545 Mainstream Dr,,,Salesforce
10996672,Inactive Investor,Kristie Kirby,,"Northwestern Mutual Investment Services, LLC Frederick MD 150 S East St",kristie.kirby@nm.com,,Salesforce
9648203,,Raj SURENDRAN,,,rsurendran007@gmail.com,,List import
11236263,Inactive Investor,Ryan Matlock,,"Farmers Financial Solutions, LLC Ojai CA 405 W Ojai Ave",,,Salesforce
11138908,Inactive Investor,Lindsey Henry,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",lindsey.henry@robinhood.com,,Salesforce
9559063,,James Nuzzi,,,jim.nuzzi@lfg.com,,List import
11020418,Inactive Investor,Evan Frygier,,Key Investment Services LLC Chagrin Falls OH 17747 Chillicothe Rd,evan.frygier@key.com,,Salesforce
9546025,,Roland Stoever,,,roland_stoever@mac.com,,List import
11217559,,Jeffrey Hensler,,,jeff.hensler@lpl.com,,Other
11052626,Inactive Investor,Joseph Wenrich,Financial Advisor,LPL Financial LLC San Clemente CA 439 N El Camino Real,jj.wenrich@lpl.com,,Salesforce
10903302,Inactive Investor,Jesse Polk,Financial Services Professional,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",jpolk@financialguide.com,,Salesforce
11181936,Inactive Investor,Andrew Woolridge,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Reston VA 11951 Freedom Dr",,,Salesforce
11059834,Inactive Investor,Todd Rouleau,Portfolio Advisor,Thomas Doll,todd@twdadvisors.com,,Salesforce
11170747,Inactive Investor,Myrtle Ross,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,myrtle.ross@primerica.com,,Salesforce
10612380,,Dean Dipierro,Financial Advisor,,dean.dipierro@lfg.com,,List Import
9631656,,jdjdj dnsj,,,daniel.george4@yahoo.com,,List import
11103138,Inactive Investor,Andrew Okey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,andrew.okey@fmr.com,,Salesforce
11013974,Inactive Investor,Eric Vowles,,"Osaic Wealth, Inc. Weatherford TX 208 N Main St",,,Salesforce
10770684,Inactive Investor,John Stiltner,Investment Executive,"Fifth Third Securities, Inc. Dublin OH 420 Metro Pl S",john.stiltner@53.com,,Salesforce
10764649,Inactive Investor,Michael Seekell,Director - Investments,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,mseekell@rwbaird.com,,Salesforce
10882101,Inactive Investor,Charles Tune,Chief Compliance Officer;Chief Executive Officer;President,"CHT Group, Inc.",,,Salesforce
11104387,Inactive Investor,Steven Wilt,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",steven.wilt@nm.com,,Salesforce
174067,,ALAN HAGEL,,[Unknown],alanhagel@gmail.com,,Organic Search
10930491,Inactive Investor,Bryce Porter,Financial Advisor,LPL Financial LLC San Diego CA 1455 Frazee Rd,bryce.porter@lpl.com,,Salesforce
10943446,Inactive Investor,Austin Spires,Financial Advisor,"Raymond James & Associates, Inc. Gaylord MI 860 N Center Ave",austin.spires@raymondjames.com,,Salesforce
10986000,Inactive Investor,Terry Crawford,,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",terry.crawford@prudential.com,,Salesforce
11172566,Inactive Investor,Leonard Brunkey,,"Cambridge Investment Research, Inc. Rochester MI 950 W University Dr",lbrunkey@kfsonline.net,,Salesforce
11179739,Inactive Investor,Thaddeus Hubbard,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",,,Salesforce
11091870,Inactive Investor,Srinual Mogaew,,NYLIFE Securities LLC Fremont CA 40981 Valero Dr,smogaew@ft.newyorklife.com,,Salesforce
10842300,Inactive Investor,John Ceurvorst,Chief Compliance Officer;Chief Investment Officer;Co-Founder;President,Pursuit Wealth Management,jceurvorst@myfirmllc.com,,Salesforce
11195058,Inactive Investor,David Mitchell,Partner,"Centaurus Financial, Inc. Honesdale PA 111 Grandview Ave",,,Salesforce
11074515,Inactive Investor,Bartlett Olek,,"Northwestern Mutual Investment Services, LLC Duluth MN 11 E Superior St",bart.olek@nm.com,,Salesforce
10439473,,Jerome Rosborough,,,thinkpod2@netzero.com,,Web Form Fillout
10662120,,Jesse Segreto,,,jesse.segreto@harrismycfo.com,,List Import
11119611,Inactive Investor,John Mccarthy,Associate Financial Advisor,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",john.f.mccarthy@rbc.com,,Salesforce
9621337,,Sima Ghofranian,,,simaghofranian@gmail.com,,List import
11198908,Inactive Investor,Puneet Kalra,,J.P. Morgan Securities LLC Williston Park NY 138 Hillside Ave,puneet.s.kalra@jpmorgan.com,,Salesforce
11125517,Inactive Investor,Nia Johnson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nia_johnson@vanguard.com,,Salesforce
9638386,,Quinton Wood,,,qwood@hedgemerge.com,,List import
11234093,Inactive Investor,Cecil Lopez,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,,,Salesforce
10662105,,Kevin Miller,,,kmiller@ptam.com,,List Import
9595701,,James Martin,,,james.martin@wfafinet.com,,List import
9618338,,Jordan Grayson,,,grayson@outpointcapital.com,,List import
10864028,Inactive Investor,Carla Stenberg,Branch Manager;Investment Advisor Representative,LPL Financial LLC Milwaukie OR Private Residence,carla.stenberg@lpl.com,,Salesforce
10947982,Inactive Investor,Wendy Fernandez,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,wendyfernandez.team@fidelity.com,,Salesforce
1002064,Inactive Investor,Paul Frye,Senior Investment & Portfolio Analyst,Paragon Advisors,pfrye@paragonadvisors.net, +1 216 491 3990,
9540802,,Olesya Thayer,,Olesya Thayer,olesya1@outlook.com,,List Import
10935707,Inactive Investor,Kathleen McCarthy,Financial Advisor,Archer Investment Corporation Fairview Park OH Private Residence,,,Salesforce
11007468,Inactive Investor,Kara Hill Kuehner,Financial Advisor;Financial Advisor Trainee,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",kara.hill@raymondjames.com,,Salesforce
9562558,,Martin Sadler,,,mato@reldas.com.ar,,List import
11056303,Inactive Investor,Katherine Jones,,LPL Financial LLC Dover DE 139 S State St,,,Salesforce
11060979,Inactive Investor,Daniel Henning,Chief Executive Officer;Managing Member;Regulatory Contact,HC Advisors LLC,dchenning@hc-adv.com,,Salesforce
11092128,Inactive Investor,Kristen Haley,,"BFC Planning, Inc. Conshohocken PA 200 Barr Harbor Dr",,,Salesforce
10862490,Inactive Investor,Shawn Herrmann,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
117883,,Andrew Barrett,"CEO, director","Bci Securities, Inc.",abarrett@bcisecurities.com,305-929-5500,Manual List Upload
10657994,,Natanae Suarez-Alvarez,,,nsuarez-alvarez@primerica.com,,List Import
370667,,Tamekia Hodges,,United States,segdohm2021@gmail.com,,Salesforce
9587248,,Gregory Allen,,,allen@callan.com,,List import
10978621,Inactive Investor,Sana Fahim,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
9592323,,Ellen Stotler,,,stotler@ironwoodcap.com,,List import
11196425,Inactive Investor,Sloane Payne,Chief Operating Officer;Chief Operations Officer;Senior Vice President,WCM Investment Management,sloanepayne@wcminvest.com,,Salesforce
11120408,Inactive Investor,Gema Galindez Ledezma,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gema.galindez-ledezma@jpmorgan.com,,Salesforce
1001853,Inactive Investor,Vin Ryan,Founder & Chairman,Schooner Capital,vryan@schoonercapital.com, +1 617 963 5200,
10774266,Inactive Investor,Patricia Schwarz,Anti-Money Laundering Compliance Officer;Chief Compliance Officer,TFO Family Office Partners Phoenix AZ 2400 E Arizona Biltmore Cir,pschwarz@tfophoenix.com,,Salesforce
11208788,Inactive Investor,Jerome Leftwich,,"Financial Security Services Group, Inc.",,,Salesforce
11051612,Inactive Investor,Andrew Reading,Member,"Dopkins Wealth Management, LLC",areading@dopkins.com,,Salesforce
9562371,,Amal Hanna,,,amal.hanna@pnc.com,,List import
10851272,Inactive Investor,Justin Bolmgren,Chief Operations Officer;Private Wealth Advisor,"William Joseph Capital Management, Inc.",justin.bolmgren@wjcmllc.com,,Salesforce
11065967,Inactive Investor,Timothy Shoopman,,State Farm VP Management Corp. Denton TX 1004 N Locust St,tim.shoopman.jxcq@statefarm.com,,Salesforce
9598235,,Michael Russo,,,mrusso19685@gmail.com,,List import
339953,,Brian Rigert,"Limited Partner, Portfolio Manager",Silverview Credit Partners Lp,brian.rigert@silverpeak.com,646-205-6225,Manual List Upload
10837421,Inactive Investor,John McDonough,,"Raymond James & Associates, Inc. Springfield MA 1500 Main St",john.mcdonough@raymondjames.com,,Salesforce
10983464,Inactive Investor,Mallhar Gupta,Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 408 Pike St",mallhar.gupta@ml.com,,Salesforce
11149262,Inactive Investor,Jeremy Stowe,,"Northwestern Mutual Investment Services, LLC Providence RI 275 Promenade St",jeremy.stowe@nm.com,,Salesforce
11033914,Inactive Investor,Brian Harding,Branch Associate;Chief Financial Officer;Regulatory Contact,SageSpring Wealth Partners,brian.harding@sagespring.com,,Salesforce
100126,,Jeff Ogle,,Innovest,jeff.ogle@comcast.net,3038800029,
11089123,Inactive Investor,Ethan Dahlberg,Family Wealth Advisor;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Janesville WI 14 N Parker Dr,ecdahlberg@rwbaird.com,,Salesforce
7352652,,A Smith,,,facokec991@jthoven.com,,Web Form Fillout
10777169,Inactive Investor,Alan Grandgenett,Financial Advisor,Edward Jones Wahoo NE 523 N Linden St,al.grandgenett@edwardjones.com,,Salesforce
9559012,,Hector Diaz,,,hdiaz@longviewatlanta.com,,List import
10773587,Inactive Investor,Christopher Rosser,Financial Advisor,Edward Jones Greenwood IN 640 US Hwy 31 S,chris.rosser@edwardjones.com,,Salesforce
11158097,Inactive Investor,Nadia Chang,,J.P. Morgan Securities LLC Rockaway Park NY 257 Beach 116th St,nadia.chang@jpmorgan.com,,Salesforce
9642206,,Shafi Yaqubi,,,iot.sevices@protonmail.com,,List import
10863127,Inactive Investor,Shaun Riley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10970840,Inactive Investor,Mark Feldman,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",mark.feldman@prudential.com,,Salesforce
10964159,Inactive Investor,Beau Clark,,Edward Jones Worland WY 509 Big Horn Ave,,,Salesforce
10821182,Inactive Investor,Michael Gegen,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,,,Salesforce
10865821,Inactive Investor,James Pope,,State Farm VP Management Corp. Morristown TN 700 W 1st North St,,,Salesforce
10964900,Inactive Investor,Matthew Sugg,,LPL Financial LLC Austin TX 13620 620 N,matthew.sugg@lpl.com,,Salesforce
9595154,,DARA GANDHI,,,daragandhi@hotmail.com,,List import
11064427,Inactive Investor,Daniel Smith,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Sarasota FL 2 N Tamiami Trl,daniel.r.smith@morganstanley.com,,Salesforce
240642,,Merritt Paul,,[Unknown],paul@ntrustwm.com,,Event
10918894,Inactive Investor,Joel Sproul,Chief Compliance Officer;Chief Investment Strategist;President,Kronos Wealth Management,,,Salesforce
11140674,Inactive Investor,William Pello,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",william.pello@ml.com,,Salesforce
11235045,Inactive Investor,Linda Clarkson,Advisor,"Sequent Planning, LLC Medford OR 2581 Whittle Ave",linda@sequentplanning.com,,Salesforce
9593683,,Albert Armisen,,,zarkem@gmail.com,,List import
10885317,Inactive Investor,Richard Van Atta,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11124894,Inactive Investor,Brian Sarcinello,,Vanguard Marketing Corporation,brian_sarcinello@vanguard.com,,Salesforce
11143909,Inactive Investor,Robert Cooper,Financial Advisor,Edward Jones San Francisco CA 1569 Sloat Blvd,rob.cooper@edwardjones.com,,Salesforce
10914774,Inactive Investor,Joseph Lauritsen,Client Relationship Specialist,"CreativeOne Securities, LLC",,,Salesforce
9566366,,Mariah Wisely,,,mariah@axxcesswealth.com,,List import
10836713,Inactive Investor,Daniel Buck,,"Cambridge Investment Research, Inc. Wichita KS 5940 E Central Ave",,,Salesforce
11221716,,Ahmet Gucum,,,agucum@winvcounsel.com,,List Import
11045739,Inactive Investor,Greg Anderson,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",greg.c.anderson@nm.com,,Salesforce
8480875,,Les Eisel,Market Director,Thrivent Investment Management Inc.,les.eisel@thrivent.com,800-847-4836,List Import
10865568,Inactive Investor,Emerson Bell,President;Treasurer,"Fee Only Financial Planning, Inc.",,,Salesforce
226831,, -,President,Branson Fowlkes Russell Inc,jbranson@bransonfowlkes.com,713-780-0606,Manual List Upload
10919127,Inactive Investor,Robert Curtiss,,"Signature Estate Securities, Inc. Pasadena CA 155 N Lake Ave",,,Salesforce
11140212,Inactive Investor,Jacob See,,LPL Financial LLC Roselle IL 33 E Hattendorf Ave,jacob.see@lpl.com,,Salesforce
11111850,Inactive Investor,Myles Huether,Financial Advisor,Thrivent Investment Management Inc. Rapid City SD 2210 Jackson Blvd,myles.huether@thrivent.com,,Salesforce
11042876,Inactive Investor,Jelisa Obieze,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jelisa_obieze@vanguard.com,,Salesforce
11128295,Inactive Investor,Jeffrey Brown,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",,,Salesforce
10860974,Inactive Investor,Mark Haenny,Financial Advisor,LPL Financial LLC Loveland CO Private Residence,mark.haenny@lpl.com,,Salesforce
10945520,Inactive Investor,Mark Nelson,,Symmetry Partners Noblesville IN Private Residence,mnelson@symmetrypartners.com,,Salesforce
10695789,,Michael Doyle,,Equilend,michael.doyle@equilend.com,,List Import
10982594,Inactive Investor,Cesar Augusto Mezomo,,Itau International Securities Inc.,,,Salesforce
11103674,Inactive Investor,Christian Langenstein,Client Advisor;Vice President - Wealth Management,"Raymond James & Associates, Inc. Palm Beach FL 250 Royal Palm Way",christian.langenstein@raymondjames.com,,Salesforce
10922738,Inactive Investor,Michael Cory,,Cetera Advisor Networks LLC Blissfield MI 225 W Adrian St,mike.cory@ceterawealth.com,,Salesforce
235840,, -,,[[Unknown]],ha2a@me.com,,Organic Search
236472,, -,,[[Unknown]],jdwesslund@hotmail.com,,Organic Search
10880292,Inactive Investor,Gary Daniels,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11311032,Inactive Investor,Stephen Ambrose,,Savant Wealth Management,tambrose@savantwealth.com,815-227-0300,Salesforce
203076,,james klein,,[Unknown],jimkleinjr@yahoo.com,,source
1001687,Inactive Investor,Mark Oemcke,CFO,Cica Inc.,moemcke@cicainc.com, +1 858 454 4216,
9562190,,Mark Parrish,,,mparrish@wealthenhancement.com,,List import
9575293,,Leon Loewenstine,,,leon.loewenstine@marinerwealthadvisors.com,,List import
10823958,Inactive Investor,Nicholas Horstman,Financial Advisor,Edward Jones Charlotte MI 112 E Lawrence Ave,nicholas.horstman@edwardjones.com,,Salesforce
223132,,Lily Li,Senior Partner,TIGRESS FINANCIAL PARTNERS LLC,lilyeli@tigressfp.com,,Manual List Upload
348156,,Stephen Juchem,Executive Vice President And Chief Financial Officer,"First Long Island Investors, Llc",steve@fliinvestors.com,516-935-1200,Manual List Upload
9561358,,Samantha Simons,,,ssimons@efsadvisors.com,,List import
10923590,Inactive Investor,Athena Bellodo,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
227178,, -,,[Unknown],quisha0850@gmail.com,,
10755365,Inactive Investor,Evan Kuhn,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",kuhne@stifel.com,,Salesforce
10944028,Inactive Investor,Sumit Dhanda,Chief Compliance Officer;Member,"Viraj Capital, LLC",,,Salesforce
10487886,,Philip Orwig,Financial Advisor,"Raymond James Financial Services Advisors, Inc",porwig@munnmorris.com,,List Import
10615484,,Barbara Fox,"Financial Advisor, Senior Vice President",,barbara.a.fox@morganstanley.com,,List Import
11056784,Inactive Investor,Dustin Watkins,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,dustin.watkins@fidelity.com,,Salesforce
11071813,Inactive Investor,Lenroy Shaw,Financial Advisor,Morgan Stanley Portland ME 100 Middle St,lenroy.shaw@morganstanley.com,,Salesforce
11015742,Inactive Investor,Guilherme Arruda,,Bradesco Investments Inc.,,,Salesforce
10905074,Inactive Investor,Melissa Smith,,State Farm VP Management Corp. Neligh NE 306 L St,,,Salesforce
9632257,,Mary Ann Callahan,,,macallahan2015@gmail.com,,List import
9563767,,Karen Kupfer,,,chocolate0801@aol.com,,List import
9601166,,Jennifer Weyer,,,jennifer@idgcpa.com,,List import
10974685,Inactive Investor,Anna Pastorick,,"Raymond James & Associates, Inc.",anna.matos.pastorick@raymondjames.com,,Salesforce
10878495,Inactive Investor,Tanuja Pulakhandam,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,tanuja.pulakhandam@us.hsbc.com,,Salesforce
11180071,Inactive Investor,Emilio Betancourt-Ortiz,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,emilio.betancourt-ortiz@fmr.com,,Salesforce
10872978,Inactive Investor,Andrew Dugery,,"BCG Securities, Inc. Berwyn PA 1055 Westlakes Dr",adugery@bcgsecurities.com,,Salesforce
11132130,Inactive Investor,Joshua Hovda,Financial Advisor;Investment Advisor Representative,Lakeridge Wealth Management LLC Albuquerque NM 6100 Uptown Blvd NE,joshua@lakeridgewm.com,,Salesforce
11080593,Inactive Investor,Cathy Thompson,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10778600,Inactive Investor,Alan Hess,Financial Advisor;First Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,alan.hess@morganstanley.com,,Salesforce
10852387,Inactive Investor,Kirk Holifield,Financial Advisor,Edward Jones Arlington TX 700 Highlander Blvd,kirk.holifield@edwardjones.com,,Salesforce
9611269,,Sebastien Crouzet,,,scrouzet2002@gmail.com,,List import
10913580,Inactive Investor,Tumi Pufong,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
11091815,Inactive Investor,Brett Burbine,Financial Advisor,"Pruco Securities, LLC. Liverpool NY 7854 Oswego Rd",brett.burbine@prudential.com,,Salesforce
9597572,,Samuel Pressley,,,spressley@ridgepathcapital.com,,List import
11064697,Inactive Investor,Sean Martin,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,sean.martin@edwardjones.com,,Salesforce
9601722,,Mohamed Elkharashy,,,m.alkharashy@gmail.com,,List import
11083959,Inactive Investor,Melissa Budak,,Key Investment Services LLC Angola IN 1901 N Wayne St,mbudak@kisinvestments.com,,Salesforce
11196978,Inactive Investor,Andrew Owens,Financial Advisor,Edward Jones Pulaski VA 154 N Washington Ave,andrew.owens@edwardjones.com,,Salesforce
9626737,,Christopher Mallon,,,chris.mallon@lpl.com,,List import
10836795,Inactive Investor,Brian Armston,Financial Advisor;Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,brian.armston@morganstanley.com,,Salesforce
10891206,Inactive Investor,Jacob Dahlstrum,,"Raymond James Financial Services, Inc. Thousand Oaks CA 4165 E Thousand Oaks Blvd",jacob.dahlstrum@raymondjames.com,,Salesforce
11209403,Inactive Investor,Thomas Verde,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10870466,Inactive Investor,John Ledesma,Senior Investment Consultant,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
11183902,Inactive Investor,Norman Raymer,Financial Advisor,"Osaic Wealth, Inc. Tampa FL 13508 Westshire Dr",nraymer@osaicwealth.com,,Salesforce
11102390,Inactive Investor,Douglas Magers,Chief Compliance Officer;Chief Executive Officer;President;Wealth Advisor,"Fourth Dimension Wealth, LLC",,,Salesforce
10766279,Inactive Investor,Richard Fitzsimmons,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",richard.j.fitzsimmons@ml.com,,Salesforce
10858446,Inactive Investor,Alex Fishman,Chief Operating Officer,Greenup Street Wealth Management LLC,,,Salesforce
11190485,Inactive Investor,Austin Frost,,"Wells Fargo Clearing Services, LLC Irving TX 6061 N State Hwy 161",,,Salesforce
9624648,,TERRI CLAY,,,upperecheloninvtsllc@gmail.com,,List import
10763218,Inactive Investor,Peter Lenane,Executive Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Naples FL 4524 Silver Fox Dr,peter.lenane@opco.com,,Salesforce
11181788,Inactive Investor,Kevin Grenko,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 1145 S 800 E",kevin.grenko@tfaconnect.com,,Salesforce
99760,,TyGerr Farmer,,United States,tygerrf@gmail.com,,
11112399,Inactive Investor,Alexander Aguirre,,J.P. Morgan Securities LLC Auburn CA 2520 Grass Valley Hwy,alexander.aguirre@jpmorgan.com,,Salesforce
11150055,Inactive Investor,James Wyland,Financial Advisor,Edward Jones Cary NC 3434 Kildaire Farm Rd,jim.wyland@edwardjones.com,,Salesforce
9557517,,John Ginn,,,johnginn@ft.newyorklife.com,,List import
9575937,,Steven Marziotto,,,steve.marziotto@prudential.com,,List import
10871533,Inactive Investor,Laura Gerstemeier,Director - Operations;Regulatory Contact;Treasurer,"Gerstemeier Financial Group, LLC Lisle IL 4300 Commerce Ct",lgerstemeier@g-fg.com,,Salesforce
9647165,,kenny bonet-medina,,,kbonetmedina@gmail.com,,List import
9595112,,Michael Morgante,,,mmorgante@financialengines.com,,List import
11127850,Inactive Investor,Emily Landerholm,Financial Advisor,"Ameriprise Financial Services, LLC Bedford TX 2120 Central Dr",,,Salesforce
10938956,Inactive Investor,Virginia Newberry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10937064,Inactive Investor,Rick Goodman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",rick.goodman@ml.com,,Salesforce
9642970,,Jace McCrary,,,jacemccrary@gmail.com,,List import
11146568,Inactive Investor,Richard Faux,Chief Executive Officer;Managing Director,Trieste Capital LLC,,,Salesforce
11034375,Inactive Investor,Lisa O'Neil,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",,,Salesforce
10799140,Inactive Investor,Donald Tendick,Chief Compliance Officer;Partner;Vice President,"Blackhawk Capital Partners, LLC",trace@blackhawk-capital.com,,Salesforce
44824,,Sheryl Kendrick,Financial Advisor,Allegheny Financial Group Ltd,skendrick@alleghenyfinancial.com,412-536-8021,
10489779,,Carla Keck,,Tectonic Advisors LLC,spotkeck@gmail.com,,List Import
10921646,Inactive Investor,Eric Merrigan,Financial Advisor;Partner,Commonwealth Financial Network Braintree MA 10 Forbes Rd,emerrigan@commonwealth.com,,Salesforce
10992082,Inactive Investor,Sidney Groutage,Financial Advisor,"Pruco Securities, LLC. Midvale UT 7000 S Commerce Park Dr",sid.groutage@prudential.com,,Salesforce
11137364,Inactive Investor,Samuel Fitzpatrick,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11162970,Inactive Investor,Perry Warren,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Lawton OK 601 SW C Ave,perry.warren@morganstanley.com,,Salesforce
9630293,,kyunghun cho,,,khuny1974@gmail.com,,List import
9641556,,Chen Liu,,,chen.liu.china@gmail.com,,List import
9598502,,RUOBIN ZHANG,,,zhangruobin@nawaa.com,,List import
9545990,,Todd Ramsburg,,,tramsburg@aboutsage.com,,List import
11165178,Inactive Investor,Paul Deimling,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
11150513,Inactive Investor,Pamela Vanone,,"Kestra Investment Services, LLC Avon OH 36711 American Way",,,Salesforce
184499,,Jeffrey Sullivan,"Managing Director, Partner","Hightower Advisors, Llc",jsullivan@hightoweradvisors.com,914-825-8632,
11137870,Inactive Investor,Lloyd Meineke,,"FBL Marketing Services, LLC Sheridan WY 312 Coffeen Ave",lloyd.meineke@fblfinancial.com,,Salesforce
10975571,Inactive Investor,Amber Bhutta,,Citigroup Global Markets Inc.,,,Salesforce
10790987,Inactive Investor,Brian Nelson,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",brian.nelson@wellsfargoadvisors.com,,Salesforce
10857531,Inactive Investor,Scott Moffitt,,Cetera Advisor Networks LLC Loveland OH 101 Commerce Dr,,,Salesforce
236078,, -,,[[Unknown]],139537553@qq.com,,
11005052,Inactive Investor,Miguel Ruiz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10613107,,Glenn Krevans,"First Vice President, Senior Financial Advisor",,glenn.krevans@ml.com,,List Import
10946834,Inactive Investor,Juvie Jimenez,,Fidelity Brokerage Services LLC,juvieann.jimenez@fmr.com,,Salesforce
10816958,Inactive Investor,Michael Hambrock,,&Partners Terre Haute IN 4600 S Springhill Jct,,,Salesforce
10486705,,Mark Hawk,Financial Advisor,Edward Jones,mark.hawk@edwardjones.com,,List Import
11208316,Inactive Investor,Christopher Briamonte,,"World Investments, Inc. Hazlet NJ 871 Poole Ave",,,Salesforce
10843720,Inactive Investor,Anthony DePinto,Wealth Advisor,Alta Wealth Advisors LLC,,,Salesforce
10577136,,SHAHIN PARBAJ,,,parbaj19831@gmail.com,,Web Form Fillout
10772816,Inactive Investor,Jake Marshall,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",jake_marshall@ml.com,,Salesforce
10509936,,Chaim Weinreb,Advisor,Yungreis Wealth Mangement,chaim.weinreb@lpl.com,,List Import
11087305,Inactive Investor,Thomas Wood,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Bismarck ND 4007 State St",thomas.wood@prudential.com,,Salesforce
10819060,Inactive Investor,Allison Westmoreland,Executive Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,,,Salesforce
10886983,Inactive Investor,John Strasburger,Managing Member;Managing Partner,"Bay Point Financial, LLC",,,Salesforce
9644362,,Francis Kenawell,,,fran@frankenawell.com,,List import
11133934,Inactive Investor,Karrie Schell,,TreMonte Financial Consultants,,,Salesforce
9601206,,Raymond Pereira,,,pereiraray2@gmail.com,,List import
10932052,Inactive Investor,Kevin Smith,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9591530,,Francois Pasquier,,,fpasquier@fourpointsim.com,,List import
10907750,Inactive Investor,Aaron Richards,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,aaron.t.richards.mkv9@statefarm.com,,Salesforce
10802219,Inactive Investor,Guy Guinot,,LPL Financial LLC Mandeville LA 111 N Causeway Blvd,guy.guinot@lpl.com,,Salesforce
9575394,,James Mccarthy,,,jmc@jameson-capital.net,,List import
11016066,Inactive Investor,Brooklyn Hunter,,LPL Financial LLC South Bend IN 1930 E Ireland Rd,brooklyn.hunter@lpl.com,,Salesforce
9568856,,Juan Manuel -,,,semperjm@gmail.com,,List import
10772930,Inactive Investor,Joseph Fitzpatrick,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Melville NY 58 S Service Rd,j.patrick.fitzpatrick@ubs.com,,Salesforce
10993510,Inactive Investor,Dustin Ries,,Edward Jones,dustin.ries@edwardjones.com,,Salesforce
10792465,Inactive Investor,Blair Rothstein,,"Register Financial Associates, Inc.",,,Salesforce
10860602,Inactive Investor,Kevin Desir,,Commonwealth Financial Network,kdesir@commonwealth.com,,Salesforce
10979599,Inactive Investor,Eric Miras,,Sigma Financial Corporation,,,Salesforce
104445,,Dean Miller,Retired,None,deanmiller330@gmail.com,,
9637779,,Mike Licosati,,,mike@aldercap.com,,List import
9601126,,Garrett Frey,,,gfrey@waldronpw.com,,List import
9587837,,Nicholas Morehead,,,morehead317@yahoo.com,,List import
10761214,Inactive Investor,Patsy Berner,First Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 805 SW Broadway,patsy.berner@ubs.com,,Salesforce
11149104,Inactive Investor,Linda Nakahara,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,linda@deutschewealth.com,,Salesforce
11202981,Inactive Investor,Ana Martinez Aguilar,Client Relationship Associate,"Wells Fargo Clearing Services, LLC Portland OR 1405 NE Halsey St",,,Salesforce
11176248,Inactive Investor,Keizer Tadena,,J.P. Morgan Securities LLC Arroyo Grande CA 900 Rancho Pkwy,keizerkarl.d.tadena@chase.com,,Salesforce
347668,,Benjamin Hofkin,"Vice President, analyst","Hofkin Capital Management, Inc.",ben@hofkincapital.com,952-835-1185,Manual List Upload
11201030,Inactive Investor,James Barton,,"Principal Securities, Inc. Modesto CA 301 Banner Ct",barton.james@principal.com,,Salesforce
11010345,Inactive Investor,John Camiolo,,Commonwealth Financial Network Point Lookout NY 9 Lido Blvd,jcamiolo@commonwealth.com,,Salesforce
339220,,Stephen Richardson,Chief Financial Officer,Huntington Financial Advisors,stephen.richardson@huntington.com,800-322-4600,Manual List Upload
11169545,Inactive Investor,Amanda Herbst,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10978860,Inactive Investor,Elaine Giese,Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10784430,Inactive Investor,Charnell Cole,Chief Operations Officer;Service Supervisor,"Shilanski & Associates, Inc.",charnell@shilanski.com,,Salesforce
10799246,Inactive Investor,James Armstrong,Financial Advisor,LPL Financial LLC Hudson NY 1 Hudson City Ctr,james.armstrong@lpl.com,,Salesforce
11166633,Inactive Investor,Adarsha Shrestha,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9607297,,Andreas Schober,,,andy.schober@t-online.de,,List import
11060594,Inactive Investor,David Bryant,Chief Compliance Officer;Founder;Managing Member;President,"Strava Financial, LLC",david.bryant@stravafinancial.com,,Salesforce
10782027,Inactive Investor,Arthur Feld,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,arthur.w.feld@jpmorgan.com,,Salesforce
10619201,,Karl Lorenz,,,karl.lorenz@morganstanley.com,,List Import
370370,,Kamal Kannan,,Kamal Kannan,kamalnkms2017@outlook.com,,source
9645571,,Tariq Mohammad,,,tariq2305@gmail.com,,List import
9640119,,Brian Titcomb,,,brian.titcomb@johnmuirhealth.com,,List import
10908963,Inactive Investor,Kianee Lawrence,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",kianee.lawrence@ml.com,,Salesforce
10841078,Inactive Investor,Anne Briggs,Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Francisco CA 275 Battery St",anne.briggs@equitable.com,,Salesforce
11133490,Inactive Investor,Rhiana Johnson,Client Service Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,rhiana.johnson@morganstanley.com,,Salesforce
11136033,Inactive Investor,Ryan Dau,,"Ausdal Financial Partners, Inc. Saint Paul MN 5959 Centerville Rd",,,Salesforce
10894089,Inactive Investor,Tom Rothe,,"Avantax Investment Services, Inc. Oshkosh WI 491 S Washburn St",,,Salesforce
11262284,Inactive Investor,Matt Heater,VICE PRESIDENT,Strix Leviathan,matt@strixleviathan.com,312-515-5070,Warm Lead
9602382,,Ryan Thorpe,,,rthorpe24@gmail.com,,List import
11158646,Inactive Investor,James Haslam,Member,"Moon Capital Management, LLC",james@mooncap.com,,Salesforce
11260980,Inactive Investor,Nicholas Romano,Chief Operating Officer;Vice President,Eagle Wealth Advisors,,,Salesforce
8352816,,Sean Montalbano,,,montalbano.sean@gmail.com, +31636555617,Web form fillout
10820744,Inactive Investor,Kevin Dickey,,"Allstate Financial Services, LLC Stroudsburg PA 1471 N 9th St",kevindickey@allstate.com,,Salesforce
10823901,Inactive Investor,Jeana Golden,Senior Registered Account Administrator,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 10401 N Meridian St",jeana.golden@wellsfargoadvisors.com,,Salesforce
11119943,Inactive Investor,Valerie Janke,Financial Advisor,LPL Financial LLC Lisle IL 4300 Commerce Ct,valerie.janke@lpl.com,,Salesforce
11083170,Inactive Investor,Robert Snider,Financial Professional,"MML Investors Services, LLC Vienna WV 1100 9th St",rsnider@financialguide.com,,Salesforce
11078689,Inactive Investor,Anthony Roberts,,J.P. Morgan Securities LLC Medford OR 81 E Stewart Ave,anthony.roberts@jpmorgan.com,,Salesforce
9596798,,Pieter Carraro,,,pietercarraro@gmail.com,,List import
10870123,Inactive Investor,Joseph Dunn,Chief Compliance Officer;Partner,Beaird Harris,clintd@bh-co.com,,Salesforce
9572983,,Paul Stonge,,,pstonge@westminsterfinancial.com,,List import
11007860,Inactive Investor,Duane Umphress,Financial Advisor,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",duane.umphress@prudential.com,,Salesforce
10999888,Inactive Investor,Jerry Phillips,,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",jerry.phillips@transamerica.com,,Salesforce
11096835,Inactive Investor,Steven Mace,Chief Compliance Officer;Managing Member;President,"Mace Capital Management, LLC",stevemace@macecapitalmgmt.com,,Salesforce
11108901,Inactive Investor,Paul Foster,Managing Member;Principal,Foster Victor Wealth Advisors,pfoster@fostervictorwa.com,,Salesforce
10611581,,Edward Soderberg,Financial Advisor,,edward.soderberg@lpl.com,,List Import
9588403,,TOM Balcom,Founder,1650 Wealth Mgt,tombalcom@1650wealth.com,,List import
11101861,Inactive Investor,James Rigtrup,Financial Advisor,LPL Financial LLC Bluffdale UT Private Residence,jim.rigtrup@lpl.com,,Salesforce
9628340,,hamid khoddam,,,ha3577@gmail.com,,List import
11217000,,John Campbell,,,jcampbell@stephens.com,,Other
10958848,Inactive Investor,Andrew Rodriguez,,J.P. Morgan Securities LLC Tyler TX 100 Independence Pl,andrew.r.rodriguez@jpmorgan.com,,Salesforce
11176500,Inactive Investor,Charles Virnau,Financial Advisor,Edward Jones Waco TX 720 N 64th St,chuck.virnau@edwardjones.com,,Salesforce
10979329,Inactive Investor,Keisha Pierson,,State Farm VP Management Corp. Warrior AL 209 Louisa St,keisha.pierson.vabqri@statefarm.com,,Salesforce
10797277,Inactive Investor,Jonathan Johnson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",jonathan_johnson@ml.com,,Salesforce
9582616,,Adrienne Upchurch,,,aupchurch@massmutual.com,,List import
5099560,,Doug Cotterman,,,doug.r.cotterman@juno.com,8172496853,
11054769,Inactive Investor,John Tost,,PFS Investments Inc. Auburn WA 2020 A St SE,jtost@primerica.com,,Salesforce
11144444,Inactive Investor,Beata Kulesza,Client Associate,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",beata.kulesza@wellsfargoadvisors.com,,Salesforce
9561406,,Tracie Elsner,,,tracie.elsner@53.com,,List import
10615348,,Marcos Douer,"Financial Advisor, International Client Advisor, Managing Director - Wealth Management",,marcos.douer@morganstanley.com,,List Import
10921634,Inactive Investor,Vladimir Kouznetsov,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Retegy LLC,vlad@retegy.com,,Salesforce
11013519,Inactive Investor,Hope Ulicny,,PFS Investments Inc. Bloomingdale IL 1 Tiffany Pt,hope.ulicny@primerica.com,,Salesforce
10850664,Inactive Investor,Ariel Shaltiel,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ariel.shaltiel@jpmorgan.com,,Salesforce
11206329,Inactive Investor,Kay Harper,,NYLIFE Securities LLC Aliquippa PA Private Residence,klharper@ft.newyorklife.com,,Salesforce
11036465,Inactive Investor,Taylor Gaudlitz,,"First Command Brokerage Services, Inc. San Antonio TX 1919 Oakwell Farms Pkwy",,,Salesforce
10894760,Inactive Investor,Mikel Chalmers,,Fidelity Brokerage Services LLC,,,Salesforce
11023991,Inactive Investor,Brent Harpster,Financial Advisor,LPL Financial LLC Somerset KY 239 N Hwy 27,brent.harpster@lpl.com,,Salesforce
9603930,,JAYSON BRYANT,,,jay@cryptobriefing.com,,List import
11114022,Inactive Investor,Victor Smedley,,"Farmers Financial Solutions, LLC Independence MO 19401 E US Hwy 40",,,Salesforce
10763810,Inactive Investor,Marcia Blonde,,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",marcia.blonde@rbc.com,,Salesforce
11000459,Inactive Investor,Kofoworola Akosile,Financial Planner,"Pruco Securities, LLC. Houston TX 1233 West Loop S",kofo.akosile@prudential.com,,Salesforce
10835993,Inactive Investor,Christopher Rotella,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",chris.m.rotella@ampf.com,,Salesforce
10976543,Inactive Investor,Jeffrey Fay,Preferred Relationship Manager,"Fifth Third Securities, Inc. Alexandria KY 6801 Alexandria Pike",jeffrey.fay@53.com,,Salesforce
11196171,Inactive Investor,Jack Feldman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",jack.feldman@transamerica.com,,Salesforce
11200547,Inactive Investor,Jeffery Nalley,,MWA Financial Services Inc. Elizabethtown KY 615 N Mulberry St,jeff.nalley@mwarep.org,,Salesforce
11122072,Inactive Investor,Cassidy Richardson,,"Allegheny Investments, Ltd.",crichardson@alleghenyfinancial.com,,Salesforce
10947459,Inactive Investor,Gilbert Little,,"Ameriprise Financial Services, LLC Fort Worth TX 300 Throckmorton St",gilbert.little@ampf.com,,Salesforce
9581158,,John Hernandez,,,john.hernandez@sagepointadvisor.com,,List import
10904717,Inactive Investor,Janine Kerin,Financial Advisor,Edward Jones Lake in the Hills IL 4581 Princeton Ln,janine.kerin@edwardjones.com,,Salesforce
10795958,Inactive Investor,Steven Belcher,,NYLIFE Securities LLC Fort Myers FL 2041 W 1st St,sbelcher@ft.newyorklife.com,,Salesforce
11153696,Inactive Investor,Jeffrey Pechacek,,"Farmers Financial Solutions, LLC Waco TX 812 Lake Air Dr",jpechacek@farmersagent.com,,Salesforce
11057592,Inactive Investor,Sarah Herwick,,Commonwealth Financial Network Portage MI 1624 W Centre Ave,sherwick@commonwealth.com,,Salesforce
11137269,Inactive Investor,Avon White,,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",avon.white@prudential.com,,Salesforce
10978089,Inactive Investor,Maximillian Fevola,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",maximillian.fevola@equitable.com,,Salesforce
10895724,Inactive Investor,Joshua Mogush,,"Avantax Investment Services, Inc. Gilbert AZ Private Residence",joshua.mogush@myavantax.com,,Salesforce
11016478,Inactive Investor,Frank Valente,,"Allstate Financial Services, LLC Toms River NJ 1841 Hooper Ave",frankvalente3@allstate.com,,Salesforce
11090370,Inactive Investor,David Niggel,Advisor;Chief Compliance Officer;Chief Executive Officer;Financial Advisor;President,"Key Wealth Partners, LLC",dniggel@keywealthpartners.com,,Salesforce
10828127,Inactive Investor,John Prebay,Managing Director,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",john.prebay@stifel.com,,Salesforce
10994039,Inactive Investor,Joshua Vick,Operations Manager,Chicago Partners Investment Group LLC,josh@chicagopartnersllc.com,,Salesforce
10821859,Inactive Investor,Chontel Perez,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Pawtucket RI Private Residence",chontel.a.perez@ampf.com,,Salesforce
10847523,Inactive Investor,Jeffrey Weiner,Chairman;Chief Executive Officer;Partner,"Marcum Wealth, LLC",jeffrey.weiner@marcumwealth.com,,Salesforce
11185507,Inactive Investor,Andrew Graesser,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10799182,Inactive Investor,Nicole Fuentes,Assistant Vice President;Director;Director - Business Development,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,nicole.fuentes@morganstanley.com,,Salesforce
10883382,Inactive Investor,Richard Stone,Member;Portfolio Manager,Stonehaven Private Wealth Management LLC,,,Salesforce
11020108,Inactive Investor,Graham Clement,Financial Planner,PlanMember Securities Corporation Houston TX 3663 N Sam Houston Pkwy E,gclement@planmembersec.com,,Salesforce
10948622,Inactive Investor,Jason Seifert,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 1375 E 9th St",jason.l.seifert@bofa.com,,Salesforce
11047626,Inactive Investor,Laurence Cohen,Chief Compliance Officer;Managing Member;Owner,Laurence Financial Planning LLC,,,Salesforce
10763449,Inactive Investor,Joseph Boivin,Financial Advisor,Edward Jones Traverse City MI 3285 S Airport Rd W,yancy.boivin@edwardjones.com,,Salesforce
11017940,Inactive Investor,Hashini Jayasekara,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,hashini.jayasekara@fmr.com,,Salesforce
204601,,Ateet Patel,,self,ateetbpatel@gmail.com,3868010061,Organic Search
9611349,,Alfred Tom,,,alfred@alfriko.com,,List import
11131406,Inactive Investor,Michael Gluski,Financial Advisor,"Osaic Wealth, Inc. Naples FL 4524 Silver Fox Dr",,,Salesforce
11152966,Inactive Investor,Mary Wubker,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",mary.lackas@ml.com,,Salesforce
11056517,Inactive Investor,Mariano Bisares,,PFS Investments Inc. East Rutherford NJ 1 Madison St,mbisares.73xhl@primerica.com,,Salesforce
10778105,Inactive Investor,James White,Chairman;Chief Executive Officer;Regulatory Contact,"Porter White Investment Advisors, Inc.",jim@pwco.com,,Salesforce
11101942,Inactive Investor,Valerie Pergolizzi,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Boca Raton FL 3901 N Federal Hwy,valerie.c.pergolizzi@jpmorgan.com,,Salesforce
11206239,Inactive Investor,Orlando Hardman,Regional Vice President,PFS Investments Inc. Montgomery AL 5510 Wares Ferry Rd,orlando.hardman@primerica.com,,Salesforce
10916687,Inactive Investor,Jack Cassidy,,Vanguard Marketing Corporation,jack_cassidy@vanguard.com,,Salesforce
11173100,Inactive Investor,Justin Best,,Key Investment Services LLC,justin.best@key.com,,Salesforce
9614285,,dan littman,,,audiobook53@outlook.com,,List import
10974940,Inactive Investor,Michael Anderson,,J.P. Morgan Securities LLC Painesville OH 25 Fairgrounds Rd,,,Salesforce
10813709,Inactive Investor,Patricia Paulik,Wealth Advisor,LPL Financial LLC Plainfield IL 14150 S Rte 30,patricia.paulik@lpl.com,,Salesforce
9604881,,Jennifer Himelic,,,jenniferhimelic@yahoo.com,,List import
165447,,Luca di Benedetto,,[Unknown],luca.benedetto@vtm.li,,
11034069,Inactive Investor,Braxton Percival,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11036028,Inactive Investor,Timothy Haye,,NYLIFE Securities LLC Toledo OH 4032 N Holland Sylvania Rd,thaye@ft.newyorklife.com,,Salesforce
10901470,Inactive Investor,Michael Machalicek,Wealth Manager,Creative Planning,michael.machalicek@creativeplanning.com,,Salesforce
11291269,,Mukti QA,,,mukti.priya@3pillarglobal.com,,Web Form Fillout
11064723,Inactive Investor,Miriam Khorramian,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,miriam.khorramian@fidelity.com,,Salesforce
10862131,Inactive Investor,Callene Norell,Financial Advisor,Edward Jones Delta CO 443 Main St,callene.norell@edwardjones.com,,Salesforce
10509850,,Anton Kozlov,"Sales Associate, US",21Shares,anton@21.co,,List Import
238458,,dmazique0282@gmail.com Mazique,,[Unknown],dmazique0282@gmail.com,,
10999629,Inactive Investor,Emily Luk,Chief Compliance Officer;Chief Executive Officer;Co-Founder,"Plenty Financial RIA, LLC",,,Salesforce
11151320,Inactive Investor,David Williams,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Toledo OH 7150 Granite Cir",david.williams@rbc.com,,Salesforce
10910297,Inactive Investor,Michael Kinney,,Invicta Capital LLC,mkinney@invictacapitaladvisors.com,,Salesforce
10949429,Inactive Investor,Nicholas Scott,Vice President,J.P. Morgan Securities LLC San Luis Obispo CA 1235 Chorro St,nicholas.scott@jpmorgan.com,,Salesforce
10847717,Inactive Investor,Tyler Papaz,Director - Private Wealth;Principal;Senior Consultant,"Cornerstone Advisors Asset Management, LLC",tpapaz@cornerstone-companies.com,,Salesforce
10786016,Inactive Investor,Michael Tkachuk,Branch Manager;Financial Advisor,LPL Financial LLC Beaverton OR 12725 SW Millikan Way,michael.tkachuk@lpl.com,,Salesforce
11067032,Inactive Investor,Michael Dreveniak,Senior Financial Advisor,"Osaic Institutions, Inc. Butler PA 520 Butler Xing",mdreveniak@infinexgroup.com,,Salesforce
10813236,Inactive Investor,Benjamin Alaimo-Monson,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;First Vice President;Workplace Advisor - Equity Compe,Morgan Stanley Santa Fe NM 150 Washington Ave,ben.alaimo-monson@morganstanley.com,,Salesforce
10873999,Inactive Investor,Jeffrey Fletcher,Financial Advisor,Edward Jones Sacramento CA 7220 Greenhaven Dr,jeff.fletcher@edwardjones.com,,Salesforce
11008061,Inactive Investor,Daquan Feagins,,PFS Investments Inc. Columbia SC 115 Atrium Way,dfeagins@primerica.com,,Salesforce
10932721,Inactive Investor,Huyen Nguyen,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,huyennguyen@statefarm.com,,Salesforce
10972560,Inactive Investor,Amanda Arrick,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",amanda.arrick@tfaconnect.com,,Salesforce
11191020,Inactive Investor,Chase Wickenheiser,Associate;Financial Advisor,Magnus Financial Group LLC,chase.wickenheiser@magnusfinancial.com,,Salesforce
11207182,Inactive Investor,Kenneth Botts,Owner,"Fortress Investment Advisory, LLC Jefferson GA 56 Washington St",,,Salesforce
10757557,Inactive Investor,Andrew Kiernan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,andrew.kiernan@ubs.com,,Salesforce
9573073,,Melanie Compton,,,mccompton@ftbadvisors.com,,List import
9636642,,Katherine Mccloskey,Partner,Southern Wealth Management Llp,katie.mccloskey@southernwealth.com,,List import
10791273,Inactive Investor,Marilyn Anstey,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",marilyn.anstey@tiaa.org,,Salesforce
10658467,,Su Dong,,,su.dong@jpmorgan.com,,List Import
236546,, -,,[[Unknown]],trigalana2086@hotmail.com,,Organic Search
11204150,Inactive Investor,Patricia Ruiz,,"Farmers Financial Solutions, LLC Chula Vista CA 2568 Waterline Way",pruiz@farmersagent.com,,Salesforce
11141118,Inactive Investor,Matthew Leyden,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Houston TX 15021 Katy Fwy,matthew.t.leyden@morganstanley.com,,Salesforce
11266597,,LIAO GUAN KAI,,,chenkai19920404@gmail.com,,Web Form Fillout
150579,,Jonathan Coyne,,[Unknown],jon@investtitan.com,,
10619246,,Tyler Van Lul,,,tyler.van.lul@morganstanley.com,,List Import
9554878,,Amanda Pontius,,,amanda.pontius@valic.com,,List import
10796553,Inactive Investor,Matthew Hahn,Financial Advisor;Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,matthew.hahn@morganstanley.com,,Salesforce
238062,, -,,[[Unknown]],esnellman2@gmail.com,,
11031152,Inactive Investor,Rachel Meeker,,"CapFinancial Securities, LLC.",,,Salesforce
10919130,Inactive Investor,Richard Martin,,"Osaic Wealth, Inc. Cincinnati OH 1095 Nimitzview Dr",,,Salesforce
11260879,Inactive Investor,Peter Carpentier,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
11014982,Inactive Investor,Jack Millmier,Financial Advisor,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",jack.millmier@equitable.com,,Salesforce
10001789,,robert bulgarino,,,bulgarino@yahoo.com,,Web Form Fillout
11055694,Inactive Investor,Gregory Current,Financial Advisor,Park Avenue Securities LLC Greensboro NC 204 Muirs Chapel Rd,gregory_current@glic.com,,Salesforce
10789411,Inactive Investor,Beth Graybill,Financial Planning Specialist,"Ameriprise Financial Services, LLC Canton OH 4383 Executive Cir NW",beth.c.graybill@ampf.com,,Salesforce
10770757,Inactive Investor,Katherine Robinson,,"Kestra Investment Services, LLC Dallas TX 5400 Lyndon B Johnson Fwy",,,Salesforce
9634209,,Bill Gumber,,,bgumbert@boscinc.com,,List import
11097053,Inactive Investor,Lane Steinberger,Partner;Wealth Manager,Creative Planning Alpharetta GA 11175 Cicero Dr,lane.steinberger@creativeplanning.com,,Salesforce
335026,,Chad Hemphill,Managing Member,Genex Consulting,chad@genexstl.com,314-590-5900,Manual List Upload
10798360,Inactive Investor,James McKenzie,Financial Advisor,Edward Jones Magnolia TX 32731 Egypt Ln,j.mckenzie@edwardjones.com,,Salesforce
10819521,Inactive Investor,Alanna Cuizon-Jittayasotorn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",alanna.cuizon-jittayasotorn@ml.com,,Salesforce
9554290,,Pape Jean Ndiaye,,,pape_jean_ndiaye@yahoo.com,,List import
11116857,Inactive Investor,Vicente Hinojosa,Financial Advisor,"Osaic Wealth, Inc. Vista CA 122 Civic Center Dr",vhinojosa@osaicwealth.com,,Salesforce
11091133,Inactive Investor,Robert Sisson,Financial Advisor,Edward Jones Hartford City IN 117 W Washington St,robert.sisson@edwardjones.com,,Salesforce
11088541,Inactive Investor,Diane Beresniewicz,Senior Client Associate,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",diane.beresniewicz@rbc.com,,Salesforce
10992523,Inactive Investor,Christopher Brockett,,"Equitable Advisors, LLC Shelton CT 3 Corporate Dr",christopher.brockett@equitable.com,,Salesforce
11018453,Inactive Investor,Raul Cruz,,J.P. Morgan Securities LLC New York NY 3940 Broadway,raul.cruz@chase.com,,Salesforce
10810157,Inactive Investor,Joseph Jackson,,"Capital Investment Group, Inc. Fayetteville NC 210 Fairway Dr",,,Salesforce
11008742,Inactive Investor,Kyle Schliefer,,Cetera Advisor Networks LLC Bethesda MD 7910 Woodmont Ave,,,Salesforce
11181541,Inactive Investor,William Eskind,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",william.eskind@wellsfargoadvisors.com,,Salesforce
10898846,Inactive Investor,John Burke,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11139804,Inactive Investor,Cory Esposito,Senior Financial Advisor,LPL Financial LLC,cory.esposito@lpl.com,,Salesforce
9570803,,Trent Schuler,,,tschuler@gwnsecurities.com,,List import
9604175,,PAAVAN GAMI,,,paavangami@gmail.com,,List import
11086880,Inactive Investor,Daniel Bachman,,Cetera Advisor Networks LLC Urbandale IA 2900 100th St,,,Salesforce
10889301,Inactive Investor,Peter Acquaro,,"Gradient Securities, LLC Houston TX 1200 Post Oak Blvd",pacquaro@gradientsecurities.com,,Salesforce
9631635,,ashley chong,,,ashleychongst@gmail.com,,List import
11105325,Inactive Investor,Vivienne Gustavsen,,"Wells Fargo Clearing Services, LLC Butte MT 3650 Harrison Ave",,,Salesforce
10845633,Inactive Investor,Robert Dudley,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
10786446,Inactive Investor,Jeffry Drifmeyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffry.drifmeyer@fidelity.com,,Salesforce
10816604,Inactive Investor,Marshall Davidson,Financial Advisor;Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,marshall.davidson@morganstanley.com,,Salesforce
10761726,Inactive Investor,Lori Slater,Senior Registered Associate,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,lori.slater@morganstanley.com,,Salesforce
9615343,,Thomas Kee,,,usnirnmn1@yahoo.com,,List import
11129074,Inactive Investor,Cynthia Sapyta,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",cindy_sapyta@ml.com,,Salesforce
11179159,Inactive Investor,John Kozol,,Cetera Advisors LLC Bellevue WA 777 108th Ave NE,,,Salesforce
10953241,Inactive Investor,Dana Rusiski,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",dana.rusiski@ml.com,,Salesforce
10930208,Inactive Investor,Natasha Knox,,"MML Investors Services, LLC Tampa FL 2502 N Rocky Point Dr",,,Salesforce
10943947,Inactive Investor,Todd Schober,,"Lion Street Financial, LLC Racine WI 1103 Hunter Dr",tschober@lionstreet.com,,Salesforce
23084,,Andrew Messite,,[[Unknown]],amessite@reedsmith.com,,Database Upload
9577801,,Jamie Munro,,,jamiemunropaypal@gmail.com,,List import
244809,,Stephen Guttenberg,Financial Advisor,Morgan Stanley,stephen.guttenberg@morganstanley.com,15613931555,Manual List Upload
10902266,Inactive Investor,Susan Dezio,Client Service Associate,Morgan Stanley Rochester NY 300 Linden Oaks,,,Salesforce
11130684,Inactive Investor,Julie Marmolejos,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,julie.marmolejos@jpmorgan.com,,Salesforce
11170097,Inactive Investor,Jeffrey Parker,,PFS Investments Inc. East Tawas MI 211 Newman St,jeffrey.parker@primerica.com,,Salesforce
10810214,Inactive Investor,Timothy Rose,Assistant Vice President;Financial Advisor,Morgan Stanley Scranton PA 111 N Washington Ave,timothy.rose@morganstanley.com,,Salesforce
11291093,,Ry Pov,,,privacy@legitscript.com,,Web Form Fillout
11156672,Inactive Investor,Charles Love,,GuideStone Financial Services,charles.love@guidestone.org,,Salesforce
10856698,Inactive Investor,Kenneth Kramer,Financial Advisor,United Planners' Financial Services of America A Limited Partner Hopkins MN 6 10th Ave N,,,Salesforce
372774,,Dhiraj Mirchandani,,Hong Kong SAR,dm@nlsearch.asia,,source
9561762,,JOHINNY -,,,johntapley@gmail.com,,List import
9641181,,Amanda Pugh,,,mizzpugh2008@aol.com,,List import
10775021,Inactive Investor,Todd McClure,Partner,"Northwestern Mutual Investment Services, LLC Zionsville IN 6885 W Stonegate Dr",todd.mcclure@nm.com,,Salesforce
248223,,?lkem Deniz G?ltekin,"Blockchain, Metaverse ve Merkeziyetsiz ?? Modelleri, Y�neticisi",NEOHUB,ilkemdeniz.gultekin@denizbank.com,,Manual List Upload
9605912,,Andrew Barksdale,,,andbarksdale@gmail.com,,List import
11092054,Inactive Investor,Nathan Wilmot,,"Osaic Wealth, Inc. Westlake OH 1650 Crossings Pkwy",,,Salesforce
9574883,,William Oliver,,,william.oliver@53.com,,List import
1005058,Inactive Investor,George Cao,,George Cao,geocao@gmail.com, +65 98630020,Organic Search
11060105,Inactive Investor,Satricia Rice,Head - Private Client Group,"Clearstead, Hartland & Co,. LLC",srice@clearstead.com,,Salesforce
10893678,Inactive Investor,Samuel Feiser,Wealth Advisor,Commonwealth Financial Network Royersford PA 168 W Ridge Pike,,,Salesforce
9554529,,Darren Feld,,,dfeld@mesirowfinancial.com,,List import
10771161,Inactive Investor,Aaron Fraser,Executive Director,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,aaron.fraser@morganstanley.com,,Salesforce
11080471,Inactive Investor,James Ryan,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,hryan@dadco.com,,Salesforce
9552334,,Frank Arnold,,,frank.arnoldsr@securitiesamerica.com,,List import
10768453,Inactive Investor,Brian Greenberg,Financial Consultant;Managing Partner,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",brian.greenberg@equitable.com,,Salesforce
9540788,,Ben Kenetic IP Limited,,Kenetic Capital,ben@kenetic.capital,,Organic Search
11102096,Inactive Investor,Jerome Rydell,,"Parkland Securities, LLC",,,Salesforce
10871834,Inactive Investor,Michelle Lafuente,Investment Advisor Representative;Wealth Management Advisor,Commonwealth Financial Network Southgate MI 13433 Reeck Ct,mlafuente@commonwealth.com,,Salesforce
8480981,,Michael mascis,,Macquarie Asset Management,michael.mascis@macquarie.com,(212) 317-9266,List Import
11075658,Inactive Investor,Shiqi Wang,,LPL Financial LLC Lansing MI 2400 Lake Lansing Rd,shiqi.wang@lpl.com,,Salesforce
10999884,Inactive Investor,Natasha Gerald,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",natasha_gerald@prudential.com,,Salesforce
11048850,Inactive Investor,Zachary Sobel,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,zachary.sobel@morganstanley.com,,Salesforce
10941369,Inactive Investor,Jordan Mcfarland,,"Raymond James Financial Services, Inc. Rockville MD 2000 Tower Oaks Blvd",jordan.mcfarland@raymondjames.com,,Salesforce
9630880,,franck pralas,,,franck@cryptogone.com,,List import
10978025,Inactive Investor,Pedro Lopez,,"Wells Fargo Clearing Services, LLC Westchester IL 11000 31st St",,,Salesforce
11167494,Inactive Investor,Vana Borghosizian,,Citigroup Global Markets Inc.,,,Salesforce
11194914,Inactive Investor,Kevin Bateman,Investment Advisor Representative,"Osaic Wealth, Inc. Missoula MT 2419 Mullan Rd",,,Salesforce
11093057,Inactive Investor,Ronald Krajewski,,State Farm VP Management Corp. Milton DE 28354 Lewes Georgetown Hwy,ronaldkrajewski@statefarm.com,,Salesforce
164257,,Haris Akbar,,[Unknown],harisaakbar@gmail.com,,Direct
10938300,Inactive Investor,Benjamin Hengst,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,benjamin.hengst@fidelity.com,,Salesforce
10766010,Inactive Investor,Lucas Michael,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",luke.michael@nm.com,,Salesforce
9607928,,Anita Damean,,,anitadamean235@gmail.com,,List import
10869010,Inactive Investor,Natasha Chatman,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,natasha.chatman@primerica.com,,Salesforce
11089191,Inactive Investor,Aaron Murphy,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
10644722,,Brent Smith,,,bsmith@williamblair.com,,List Import
9640063,,Jujhar Toki,,,tokij@cba.com.au,,List import
9608196,,Shane Nixon,,,shane.nixon@holliswealth.com,,List import
11033459,Inactive Investor,Paul Frederique,,PFS Investments Inc. Columbia MD 10015 Old Columbia Rd,paul.frederique@primerica.com,,Salesforce
11122530,Inactive Investor,Harry Licursi,Investment Advisor,Harry Licursi Tax & Retirement Planning,harry@harrylicursi.com,,Salesforce
10998723,Inactive Investor,Lulu Massawe,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,lulu.massawe@primerica.com,,Salesforce
10913804,Inactive Investor,Stephanie Lee,,J.P. Morgan Securities LLC Temple City CA 9647 Las Tunas Dr,stephanie.lee@jpmorgan.com,,Salesforce
11168190,Inactive Investor,Joseph Rahall,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 3700 Calvert St NW",joseph.w.rahall@wellsfargo.com,,Salesforce
11013093,Inactive Investor,Lincoln Salmon,,"Allstate Financial Services, LLC Oviedo FL 1890 W County Road 419",lincolnsalmon@allstate.com,,Salesforce
10855670,Inactive Investor,Griffin Meyers,Director - Operations,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",griffin.meyers@ampf.com,,Salesforce
11043393,Inactive Investor,Kevin O'Mara,Wealth Advisor,WealthPlan Investment Management LLC,,,Salesforce
10886150,Inactive Investor,William Kelsey,,"TIAA-CREF Individual & Institutional Services, LLC",bill.kelsey@tiaa.org,,Salesforce
11095054,Inactive Investor,Thomas Bowman,Chief Compliance Officer;Portfolio Manager;President,Toth Financial Advisory Corp,tbowman@tothfinancial.com,,Salesforce
11092759,Inactive Investor,Obrian Phillips,,William Blair,ophillips@williamblair.com,,Salesforce
10796365,Inactive Investor,Jason Mancini,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",jason.mancini@ml.com,,Salesforce
345162,,Bruce Berman,Member,"Bright Futures Wealth Management, Llc",bruceberman@lifetimefinancialgroup.com,585-231-1595,Manual List Upload
10969411,Inactive Investor,Justin Barbato,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
10827414,Inactive Investor,John Roessig,Partner,United Planners' Financial Services of America A Limited Partner Greeley CO 3545 W 12th St,,,Salesforce
10880334,Inactive Investor,Roger Pruitt,,American Investors Company Los Banos CA 525 J St,rpruitt@aicrep.com,,Salesforce
10617841,,F. Covey,,,michael.covey@ml.com,,List Import
211443,,Lane M. Luskey,Consultant,"Luskey Consulting, LLC",laneluskey@luskeyconsulting.com,,Content
10794041,Inactive Investor,Heidi O'Dea,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Owosso MI 120 W Exchange St",heidi.odea@raymondjames.com,,Salesforce
220319,,Ryan McCabe,,[Unknown],mccaber24@gmail.com,,
342787,,Stefan Wey,Partner,Odey Asset Management Llp,s.wey@odey.com,020-720-81400,Manual List Upload
11213420,Inactive Investor,Alexander Sierra,,Cetera Investment Services LLC Pasadena CA 155 N Lake Ave,alex.sierra@ceterainvestors.com,,Salesforce
11117674,Inactive Investor,Thomas Grilli,Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",thomas.l.grilli@ampf.com,,Salesforce
11118616,Inactive Investor,J Hammond,,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 2060 Oxford Ave",chris.hammond@wfafinet.com,,Salesforce
10844383,Inactive Investor,Mary Paul,,LPL Financial LLC Janesville WI 1 Parker Pl,mary.paul@lpl.com,,Salesforce
196962,,Muhammad Abdullah,,[Unknown],engravenforge@gmail.com,,Organic Search
10759807,Inactive Investor,Charles Alberton,,"CNR Securities, LLC San Francisco CA 455 Market St",cpa@rochdale.com,,Salesforce
9578443,,Brad Neugebauer,,,bneugebauer@vpadvisor.com,,List import
9648156,,Dmitrii Mokhanchev,,,mokhnachevdn@ya.ru,,List import
9585199,,Kelli Rudd,,,spacekadet2021@icloud.com,,List import
11000264,Inactive Investor,Chad Hardin,,"CapFinancial Securities, LLC.",,,Salesforce
11145991,Inactive Investor,Matthew Mcnerney,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
11199171,Inactive Investor,Rosanne Braxton,President;Regulatory Contact,"Level Financial Advisors, Inc.",rbraxton@levelfa.com,,Salesforce
11031250,Inactive Investor,Xue Miller,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",myra.miller@prudential.com,,Salesforce
9612031,,Heinrich Müller,,,lpmitjood@gmail.com,,List import
11254570,Inactive Investor,Po-Ting Lin,Registered Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
10841245,Inactive Investor,Hussain Khan,Client Service Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,hussain-za.khan@ubs.com,,Salesforce
10940097,Inactive Investor,Robert Klein,,"The Leaders Group, Inc.",,,Salesforce
11091711,Inactive Investor,Daniel Taylor,Investment Advisor Representative,Commonwealth Financial Network Valley City ND 430 W Main St,,,Salesforce
10852920,Inactive Investor,Sharon Gutierrez,Relationship Manager,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,s.gutierrez@fi.com,,Salesforce
11072457,Inactive Investor,Alexander Chapman,Manager;President,"Ridge Creek Global, Inc. Strongsville OH 10749 Pearl Rd",,,Salesforce
10944662,Inactive Investor,James Waldal,Branch Manager;Financial Planning Consultant,LPL Financial LLC Freeland WA Private Residence,james.waldal@lpl.com,,Salesforce
9542653,,vinnie Gardiner,,,vinnie.gardiner@ymail.com,,List import
10797087,Inactive Investor,Edgardo Martinez,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,edgardo.martinez@opco.com,,Salesforce
11101544,Inactive Investor,Pamela Olinger,Financial Advisor;Investment Advisor Representative,"RIA Advisory Group, LLC Sioux Falls SD 6300 S Old Village Pl",pam.olinger@riaadvisorygroup.com,,Salesforce
11128974,Inactive Investor,Sofia Uceda,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sofia.uceda@jpmorgan.com,,Salesforce
9596391,,Kent Lam,,,kentative@gmail.com,,List import
11094509,Inactive Investor,John Zitnick,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,john.zitnick@primerica.com,,Salesforce
10783586,Inactive Investor,Todd Crane,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,todd.crane@fidelity.com,,Salesforce
11209454,Inactive Investor,Joseph Weidenburner,Chief Compliance Officer;Chief Operating Officer,"Apex Financial Advisors, Inc",jweidenburner@apexfinancialadvisors.com,,Salesforce
11159000,Inactive Investor,Gregory Orenic,,Fidelity Brokerage Services LLC,,,Salesforce
10957398,Inactive Investor,Ryan Witt,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Madison WI 602 N High Point Rd,ryan.witt@jpmorgan.com,,Salesforce
10872878,Inactive Investor,Robert Nix,Wealth Consultant,LPL Financial LLC Dallas TX 6116 N Central Expy,brian.nix@lpl.com,,Salesforce
11012344,Inactive Investor,Ying Qin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",ying.qin@ml.com,,Salesforce
11022307,Inactive Investor,Lindsay Vedros,,"Allstate Financial Services, LLC Hammond LA 1006 W Morris Ave",lindsayvedros@allstate.com,,Salesforce
11013478,Inactive Investor,Didi Diedrick-Riley,,State Farm VP Management Corp. North Richland Hills TX 8401 Boulevard 26,,,Salesforce
1003092,Inactive Investor,Tim Krochuk,,Shepard Kaplan Krochuck,tkrochuk@hotmail.com,,3rd Party Lead Gen
11033010,Inactive Investor,Zachary Holbert,,"Cadaret, Grant & Co., Inc. Chillicothe OH 265 N Woodbridge Ave",,,Salesforce
9572090,,Gautam Jain,,,gautam.jain@rohatyngroup.com,,List import
202491,,Amelia Foti,,[Unknown],a_foti@nym.hush.com,6469547666,Direct
10891026,Inactive Investor,Tyler Brownlee,Financial Advisor,Edward Jones Addison TX 15851 Dallas Pkwy,tyler.brownlee@edwardjones.com,,Salesforce
10789146,Inactive Investor,Adam Jacobs,Financial Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,adam.jacobs@morganstanley.com,,Salesforce
10826585,Inactive Investor,Todd Mitchell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fernandina Beach FL 92 Amelia Village Cir",,,Salesforce
11218870,,Umesh Nathani,,,unathani@goelzerinc.com,,Other
11110804,Inactive Investor,Lisa Murphy,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",lisa.murphy@tfaconnect.com,,Salesforce
9606270,,wei zhang,,,913153352@qq.com,,List import
11124339,Inactive Investor,Cody Hambrick,Financial Advisor,Edward Jones Arlington TX 3711 W Green Oaks Blvd,cody.hambrick@edwardjones.com,,Salesforce
9562478,,Paul de Havilland,,,paul@havuta.com,,List import
11027243,Inactive Investor,Mark Mercer,,"Allstate Financial Services, LLC Portage IN 3159 Willowcreek Rd",markmercer@allstate.com,,Salesforce
10858046,Inactive Investor,Joseph Oldham,,State Farm VP Management Corp. Gardner KS 224 E Main St,,,Salesforce
11065373,Inactive Investor,Stephen Martin,,NYLIFE Securities LLC Carbondale CO 995 Cowen Dr,stmartin@ft.newyorklife.com,,Salesforce
10771683,Inactive Investor,Anthony Rizzo,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",anthony.rizzo@wellsfargoadvisors.com,,Salesforce
10895873,Inactive Investor,Julio Rivera,,PFS Investments Inc. Morrow GA 1115 Mount Zion Rd,jrivera.bmt84@primerica.com,,Salesforce
9645922,,Ross Gershkowitz,,,rossgershkowitz@gmail.com,,List import
11194609,Inactive Investor,Daryl Surber,,"Chapin, Davis Peoria IL 8512 N Knoxville Ave",dsurber@chapindavis.com,,Salesforce
342515,,Bobby Eubank,Equity Research Analyst,Chevy Chase Trust Company,reubank@chevychasetrust.com,240-497-5000,Manual List Upload
11081491,Inactive Investor,Folasade Akingbade,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",folasade.akingbade@ml.com,,Salesforce
11042853,Inactive Investor,Ana Blumberg-Markus,Chief Compliance Officer;Managing Member,Beverly Hills Capital Management LLC,,,Salesforce
9581669,,Bruce Porter,,,bruce@smbfinancialservices.com,,List import
11097340,Inactive Investor,Susan Pyles,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",susan.pyles@ml.com,,Salesforce
11048895,Inactive Investor,Randall Holcombe,Wealth Manager,Confluence Financial Partners,randall.holcombe@confluencefp.com,,Salesforce
10929431,Inactive Investor,Jessica Morgan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10876997,Inactive Investor,Benjamin Fanning,Financial Advisor,LPL Financial LLC Bremen IN 1409 W Plymouth St,benjamin.fanning@lpl.com,,Salesforce
10988837,Inactive Investor,Cindy Lee,,"MML Investors Services, LLC Flushing NY 4160 Main St",cindylee2@financialguide.com,,Salesforce
11059173,Inactive Investor,Martin Nitzken,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",,,Salesforce
373904,,Kunjar Bhaduri,,[Unknown],pros.decor-0b@icloud.com,,source
10756993,Inactive Investor,Ryan Tessmer,Senior Wealth Strategy Associate;Wealth Management Analyst,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,ryan.tessmer@ubs.com,,Salesforce
9642225,,Rodriguez Stanley,,,mrrodstanley@gmail.com,,List import
11212711,Inactive Investor,Nitin Desai,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,nrdesai@ft.newyorklife.com,,Salesforce
10872764,Inactive Investor,Mark McCormick,,State Farm VP Management Corp.,,,Salesforce
10904062,Inactive Investor,John Scarpinito,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",john.scarpinito@equitable.com,,Salesforce
11072267,Inactive Investor,Peggy Timm,Senior Relationship Manager,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",timm.peggy@principal.com,,Salesforce
11137881,Inactive Investor,Shawn Harvey,,"FBL Marketing Services, LLC Scottsbluff NE 1012 W 36th St",shawn.harvey@fbfs.com,,Salesforce
10657116,,Genivee Chapman,,,genivee.chapman@primerica.com,,List Import
10914238,Inactive Investor,Tyler Brubaker,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",,,Salesforce
10701169,,Karamoko Bamba,,,bambab354@gmail.com,,Web form fillout
9609501,,Nolan Harte,,,nolansam787@gmail.com,,List import
9645748,,Jonathan Tratt,,,jt@trattproperties.com,,List import
10819755,Inactive Investor,Gregory Zackeroff,,Kovack Securities Inc. Rockledge FL 1240 Rockledge Blvd,gzackeroff@ksifa.com,,Salesforce
9578978,,Mac Skimming,,,macskimming@comcast.net,,List import
10905243,Inactive Investor,Richard Hitchcock,,NYLIFE Securities LLC Juliaetta ID Private Residence,rahitchcock@ft.newyorklife.com,,Salesforce
336355,,Martin Lundgren,CCO,"Northern Lights Advisors, Inc.",martin@nlria.com,206-203-6638,Manual List Upload
11108440,Inactive Investor,Patrick Becker,Chief Executive Officer;Director;President,"Becker Capital Management, Inc.",pbecker@beckercap.com,,Salesforce
10813215,Inactive Investor,Wade Lewis,Financial Advisor;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,wade.j.lewis@morganstanley.com,,Salesforce
223052,,Scott Erickson,,retired,serickson8468@outlook.com,3202668468,
9621602,,Alison Berman,"Chief Executive Officer, Co-Chairman, Managing Partner, President",Palisade Capital Management LLC,aberman@palcap.com,,List import
342788,,Patrick Sikorski,President,"Molecular Electricity, Inc.",psikorski@optonline.net,,
10997170,Inactive Investor,Nancy Davidson,,"Empower Financial Services, Inc Fairway KS Private Residence",nancy.davidson@empower.com,,Salesforce
8101,,Sylvain Ribes,,[[Unknown]],sylvainribes@gmail.com,,Initial Salesforce Import
9576296,,Tomoo Onishi,,,papageno1@gmail.com,,List import
10883735,Inactive Investor,Christopher Haigler,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",christopher.haigler@tiaa.org,,Salesforce
10951849,Inactive Investor,Hsin Yung,,Cetera Investment Services LLC South Pasadena CA 1001 Fair Oaks Ave,eric.yung@ceterais.com,,Salesforce
10657507,,James Strnad,,,james.j.strnad@jpmorgan.com,,List Import
10944637,Inactive Investor,Jefferson McBriety,,PlanMember Securities Corporation Corona CA Private Residence,,,Salesforce
10762054,Inactive Investor,Annette Dubose,Portfolio Associate;Senior Registered Associate,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,annette.dubose@morganstanley.com,,Salesforce
11190990,Inactive Investor,Robert Gentry,Client Advisor;Director,"Freestone Capital Management, LLC",bgentry@freestonecapital.com,,Salesforce
10840881,Inactive Investor,Joseph Maltese,Vice President,"Allegiance Financial Advisors, Inc.",jmaltese@allegianceadvisors.com,,Salesforce
10834728,Inactive Investor,Cole Koeniger,Financial Advisor,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
11025766,Inactive Investor,Jimmy Rinehart,,State Farm VP Management Corp. Monterey CA 2511 Garden Rd,jim.rinehart.nnru@statefarm.com,,Salesforce
11010878,Inactive Investor,Benjamin Kalbaugh,,"Concourse Financial Group Securities, Inc. Birmingham AL 22 Inverness Center Pkwy",benjamin.kalbaugh@concoursefinancial.com,,Salesforce
11132845,Inactive Investor,Lawrence Nagel,Global Institutional Consultant;Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",joshua.nagel@ml.com,,Salesforce
11181226,Inactive Investor,Monica Contreras,,Morgan Stanley Mandeville LA 1261 W Causeway Approach,monica.contreras@morganstanley.com,,Salesforce
10815531,Inactive Investor,Gregory Anderson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1959 Mountain Blvd",,,Salesforce
10804797,Inactive Investor,Jon Bryan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11025941,Inactive Investor,Zachary Lentz,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
10864905,Inactive Investor,Teresa Marchese,,"Mesirow Financial, Inc. New York NY 140 E 45th St",tmarchese@mesirowfinancial.com,,Salesforce
11031517,Inactive Investor,John Carbo,,"Allstate Financial Services, LLC New Orleans LA 621 Homedale St",johncarbo@allstate.com,,Salesforce
11004086,Inactive Investor,Maria Romero Guillen,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,mromeroguill@ft.newyorklife.com,,Salesforce
10766051,Inactive Investor,Jessica Downing,Director;Registered Associate,Morgan Stanley Boston MA 28 State St,jessica.downing@morganstanley.com,,Salesforce
10895702,Inactive Investor,Daniel Rozansky,,"Robertson Stephens Capital Markets, LLC Menlo Park CA 1550 El Camino Real",drozansky@rscapital.com,,Salesforce
9555356,,David Dowling,,,dave.dowling@voya.com,,List import
10639386,,Kevin Duffy,,,kevind@bdfs.net,,Web Form Fillout
10932834,Inactive Investor,Jarred Overcash,,"Synovus Securities, Inc. Charleston SC 158 Meeting St",jarredovercash@synovus.com,,Salesforce
370473,,Ronald Domelid,,[Unknown],rd@domelidcapital.se,,Google Natural Search
10922637,Inactive Investor,Mark Parson,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Owosso MI 201 N Washington St",mark.parson@wellsfargoadvisors.com,,Salesforce
11013230,Inactive Investor,Cynthia Acosta,,"Allstate Financial Services, LLC Baldwin Park CA 1624 Puente Ave",cacosta@allstate.com,,Salesforce
10821079,Inactive Investor,Cory McNulty,,"Raymond James Financial Services, Inc. Fort Worth TX 1208 W Magnolia Ave",cory.mcnulty@raymondjames.com,,Salesforce
9562767,,Clay Drury,,,clay@claydrury.com,,List import
10870806,Inactive Investor,William Lyon,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,william.lyon@fidelity.com,,Salesforce
10832418,Inactive Investor,Derek Snider,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",dsnider@financialguide.com,,Salesforce
11043399,Inactive Investor,Trevor Cobb,Chief Compliance Officer;Founder;Principal,Avantia,trevor.cobb@avantiawealth.com,,Salesforce
11071917,Inactive Investor,Konrad Zapolski,,J.P. Morgan Securities LLC Chicago IL 3335 N Ashland Ave,konrad.zapolski@jpmorgan.com,,Salesforce
10772271,Inactive Investor,Mckinley Griffith,Financial Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,mckinley.griffith@morganstanley.com,,Salesforce
11055566,Inactive Investor,Jeffrey Smith,,"Cadaret, Grant & Co., Inc. Buffalo NY 1207 Delaware Ave",,,Salesforce
11156994,Inactive Investor,Sreenivas Meka,Chief Compliance Officer;Financial Advisor;Managing Member,Lakeland Wealth Management LLC,,,Salesforce
10790362,Inactive Investor,Thomas Karabinus,,Cetera Financial Specialists LLC Belvidere NJ Private Residence,thomas.karabinus@ceterafs.com,,Salesforce
373215,,Hossein Eskandari,,[Unknown],hosseineskandari@protonmail.ch,,source
10840661,Inactive Investor,Gregg Parker,Financial Advisor,Edward Jones Port Arthur TX 7980 Anchor Dr,gregg.parker@edwardjones.com,,Salesforce
10725308,,Casey Olivier,,,casey_olivier@yahoo.com,5038870505,Web Form Fillout
10973707,Inactive Investor,Wadie Boutros,,LPL Financial LLC Fairfield CT 1055 Post Rd,wadie.boutros@lpl.com,,Salesforce
10817695,Inactive Investor,Gregory Beier,Financial Advisor,Edward Jones Grafton OH 510 Main St,greg.beier@edwardjones.com,,Salesforce
9579498,,Kathy Costner,,,costner.kathy@principal.com,,List import
11134111,Inactive Investor,Henry Bouman,,"Raymond James Financial Services, Inc. Grandville MI 4056 56th St SW",henry.bouman@raymondjames.com,,Salesforce
11118424,Inactive Investor,Ahmad Kashani,Financial Advisor,Commonwealth Financial Network Merrillville IN 253 W 80th Pl,akashani@commonwealth.com,,Salesforce
11147809,Inactive Investor,Aileen Addalia,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,aileen.addalia@primerica.com,,Salesforce
9631518,,a e,,,indigoae@hotmail.com,,List import
10658747,,Michaela Wolski,,,michaela.wolski@chase.com,,List Import
198874,,Erik Tompkins,,[Unknown],erikusacp@gmail.com,,Organic Search
10813957,Inactive Investor,Alicia Coombs,,PFS Investments Inc. Casper WY 341 E E St,alicia.coombs@primerica.com,,Salesforce
756,,,,,steven25bruce0@gmail.com,,
11158796,Inactive Investor,Rene Henriksen,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,rene.henriksen@jpmorgan.com,,Salesforce
10941227,Inactive Investor,Nicolas Marchese,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10847735,Inactive Investor,Frank Fischer,,"Raymond James Financial Services, Inc. Flemington NJ 1 State Rte 12",frank.fischer@raymondjames.com,,Salesforce
11091970,Inactive Investor,Steve Lee,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",steve.w.lee@wellsfargo.com,,Salesforce
10890693,Inactive Investor,Cody Norris,Financial Advisor,Edward Jones Covington GA 10197 Dearing St SE,cody.norris@edwardjones.com,,Salesforce
9628744,,jonny wynwood,,,jonnywynwood@yahoo.com,,List import
11198116,Inactive Investor,Andrew Gentoso,,"HighTower Securities, LLC",agentoso@hightoweradvisors.com,,Salesforce
10781852,Inactive Investor,Nancy Sanchez,,J.P. Morgan Securities LLC Bellevue WA 10550 NE 8th St,nancy.h.kim@jpmorgan.com,,Salesforce
10896002,Inactive Investor,Matthew Frankovic,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11063964,Inactive Investor,Riley Krane,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9556305,,Brent Reems,,,brent.reems@pnc.com,,List import
10797604,Inactive Investor,Pauliina Slosson,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",pauliina.slosson@ml.com,,Salesforce
9601156,,Gordon Baisley,,,gordon.baisley@quast.co.uk,,List import
10883264,Inactive Investor,Catherine Schultz,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,catherine.schultz@fidelity.com,,Salesforce
11206532,Inactive Investor,Jeffrey Lu,Wealth Management Associate,"U.S. Bancorp Investments, Inc. San Mateo CA 390 S El Camino Real",jeffrey.lu@usbank.com,,Salesforce
11145998,Inactive Investor,Gregory Cooper,Senior Manager,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",,,Salesforce
11110672,Inactive Investor,Robert Mitchell,,The O.N. Equity Sales Company Placentia CA Private Residence,robert_mitchell@ohionational.com,,Salesforce
11220808,,Bryce Bevill,,,bryce.bevill@parkwayadvisors.com,,List Import
10781104,Inactive Investor,Monica Murphy,,"Avantax Investment Services, Inc. Bismarck ND 115 N 2nd St",monica.murphy@avantax.com,,Salesforce
10906439,Inactive Investor,Christopher Blackburn,Financial Advisor,Edward Jones Missouri City TX 4501 Cartwright Rd,,,Salesforce
11152442,Inactive Investor,Edward Harof,,Commonwealth Financial Network Buffalo NY 2805 Wehrle Dr,,,Salesforce
11141751,Inactive Investor,Timothy Terhune,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,timothy.terhune@fmr.com,,Salesforce
10824158,Inactive Investor,Dean Thurman,Financial Advisor,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,dean.thurman@lpl.com,,Salesforce
9557049,,Leandro Castillo,,,leandroalex116@gmail.com,,List import
11090035,Inactive Investor,Dylan Bond,Chief Compliance Officer;President,"Bond Financial Group, Inc.",dbond@bondfinancial.net,,Salesforce
9643266,,Lukas Stransky,,,lukas@protectpost.com,,List import
9595231,,Yang Bin Kwok,,,yangbin@fragnetics.com,,List import
10801488,Inactive Investor,Nicholas Hooton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nicholas.hooton@fidelity.com,,Salesforce
11112420,Inactive Investor,Tionne Harris,,J.P. Morgan Securities LLC Chicago IL 1204 E 53rd St,tionne.harris@jpmorgan.com,,Salesforce
9628309,,Raymond Woolson,,,rwoolson@swva.net,,List import
10998728,Inactive Investor,Jonathan Loeffler,Co-Founder;Managing Director,"Ascent Capital Partners, LLC Dallas TX 5956 Sherry Ln",,,Salesforce
10915565,Inactive Investor,O'Shane Morris,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10915055,Inactive Investor,Andrew Gosselin,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
11112163,Inactive Investor,Bryce Bastien,Financial Advisor,Edward Jones Austin TX 2900 N Quinlan Park Rd,bastien@edwardjones.com,,Salesforce
11195700,Inactive Investor,Randi McCann-Rowland,,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",randi.mccann@wellsfargoadvisors.com,,Salesforce
10796406,Inactive Investor,Anthony Iacono,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9590576,,Redi Lataj,,,redilatajse@gmail.com,,List import
11159417,Inactive Investor,Kristina Vikis,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kristina.k.nichols@ml.com,,Salesforce
11089675,Inactive Investor,Jeffrey Horowitz,,LPL Financial LLC San Francisco CA 580 California St,jeffrey.horowitz@lpl.com,,Salesforce
10870141,Inactive Investor,Bland Matthews,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Augustine FL 60 Cathedral Pl",bland.c.matthews@ml.com,,Salesforce
10949885,Inactive Investor,John Mcgaugh,Account Executive;Vice President,Fisher Investments Redwood City CA 13100 Skyline Blvd,,,Salesforce
11173329,Inactive Investor,Michele Stiff,,"Sanctuary Securities, Inc.",mstiff@sanctuarywealth.com,,Salesforce
10755604,Inactive Investor,Rhonda Denzio,Senior Client Service Associate,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",rhonda.denzio@raymondjames.com,,Salesforce
11103458,Inactive Investor,Adam Curran,Founder;President;Regulatory Contact,"Curran Financial Partners, LLC",adam@mlinvestmentgroup.com,,Salesforce
11208436,Inactive Investor,Alina Daglio,Anti-Money Laundering Compliance Officer;Chief Compliance Officer,Latin Securities Inc.,,,Salesforce
11100337,Inactive Investor,Brittany Manganaro,Associate Market Executive;Executive Director,UBS Financial Services Inc. Boston MA 1 Post Office Sq,brittany.manganaro@ubs.com,,Salesforce
11021362,Inactive Investor,William Allen,Financial Advisor,"Wells Fargo Clearing Services, LLC Park City UT 1400 Kearns Blvd",william.allen@wellsfargoadvisors.com,,Salesforce
9573938,,Mike McGill,,,mcgillm@fnb-corp.com,,List import
11212873,Inactive Investor,Douglas Lewis,Financial Advisor,Edward Jones Highland IN 8415 Kennedy Ave,douglas.lewis@edwardjones.com,,Salesforce
9605988,,Kim Mcvay,,,kimmcvan2233@gmail.com,,List import
11107547,Inactive Investor,Sean Flynn,Financial Advisor,"Essex Financial Services, Inc. Southport CT 30 Jelliff Ln",sflynn@essex.financial,,Salesforce
11121238,Inactive Investor,Scott Penrod,,J.P. Morgan Securities LLC Jacksonville FL 7301 Bay Meadows Way,scott.penrod@jpmorgan.com,,Salesforce
10849662,Inactive Investor,Brian Huff,,"EF Legacy Securities, LLC",,,Salesforce
11126764,Inactive Investor,Derek Checketts,,Kovack Securities Inc. Ogden UT 3520 Lincoln Ave,,,Salesforce
10802786,Inactive Investor,Jay Ferguson,,"Raymond James Financial Services, Inc. Hinsdale IL 32 E 1st St",jay.ferguson@raymondjames.com,,Salesforce
9630512,,Darren Wild,,,darrenwild1@gmail.com,,List import
10761061,Inactive Investor,Patrick Puranda,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",patrick.puranda@schwab.com,,Salesforce
8480574,,Ken Snell,,Bank of America,kenneth.r.snell@bofa.com,(617) 434-1163,List Import
11064944,Inactive Investor,Andres Arango,,J.P. Morgan Securities LLC Orlando FL 9592 Narcoossee Rd,andres.arango@chase.com,,Salesforce
11125264,Inactive Investor,Andrew Harvey,Financial Advisor,Commonwealth Financial Network Seattle WA 111 Queen Anne Ave N,aharvey@commonwealth.com,,Salesforce
11130134,Inactive Investor,Matthew Tangen,,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",mtangen@financialguide.com,,Salesforce
10862363,Inactive Investor,Michael Gorman,,"Liberty Partners Financial Services, LLC",,,Salesforce
10862519,Inactive Investor,Shane Mason,,State Farm VP Management Corp. Minneapolis MN 1915 Xenium Ln N,shane.mason.l94t@statefarm.com,,Salesforce
11149122,Inactive Investor,Elizabeth Asbill,Financial Advisor,Edward Jones Cary NC 135 Pkwy Office Ct,elizabeth.hoban@edwardjones.com,,Salesforce
9639798,,Henry Jaung,,,hjaung@meketagroup.com,,List import
10812803,Inactive Investor,Tracy Buik,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",tracy.buik@ml.com,,Salesforce
10861899,Inactive Investor,Richard Goshert,Owner,Goshert Investment Advisory,,,Salesforce
204369,,Willem van Niekerk,,[Unknown],willem.vanniekerk@pmfcc.com,,Webinar
11204877,Inactive Investor,Peter Loring,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",peter_j_loring@ml.com,,Salesforce
10998679,Inactive Investor,Byron Eckols,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9558663,,Al Harith Alogaily,,,alharithinvestments@gmail.com,,List import
11120485,Inactive Investor,Ida Bryan,,PFS Investments Inc. Tarrytown NY 303 S Broadway,ibryan@primerica.com,,Salesforce
11072558,Inactive Investor,Timothy Beasley,Financial Advisor,Edward Jones Sycamore IL 2128 Midlands Ct,tim.beasley@edwardjones.com,,Salesforce
9585741,,Bashir Afshar,,,b.afshar@shabakieh.com,,List import
332816,,Sergio Duenas,,Lido Advisors,sduenas@lidoadvisors.com,,
5995606,,Johnson David,,,mewoji3449@dewareff.com,,Web Form Fillout
11099539,Inactive Investor,David Miller,Chief Compliance Officer;Owner,Rule72 Financial,,,Salesforce
203376,,oliver canavan,,[Unknown],oliver@fashionoble.co.uk,,Organic Search
10949403,Inactive Investor,Lauren Steers,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10960377,Inactive Investor,Jaime Nava,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10870736,Inactive Investor,Steven Shmulewitz,,Craft Capital Management LLC,sshmulewitz@craftcm.com,,Salesforce
10779422,Inactive Investor,Cami Adcock,Assistant Vice President - Investments;Senior Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",cami.adcock@wellsfargoadvisors.com,,Salesforce
9569435,,Alexander Adams,,,alexander.adams@53.com,,List import
10757861,Inactive Investor,Monica Mayhew,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",monica.e.mayhew@ml.com,,Salesforce
9558898,,Christopher Mata,,,christopher.mata@fmr.com,,List import
11076793,Inactive Investor,Daniel Conners,Chief Compliance Officer;Managing Member;Managing Partner,"enTrust Wealth Advisors, LLC",dconners@entrustwealthadvisors.com,,Salesforce
11106603,Inactive Investor,Joon Jang,,Citigroup Global Markets Inc.,joon.y.jang@citi.com,,Salesforce
10758870,Inactive Investor,Michael Sabaugh,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,michael.sabaugh@ubs.com,,Salesforce
11080822,Inactive Investor,Shaun Moore,Financial Advisor,Edward Jones Makawao HI 12 Kiopaa Pl,haun.moore@edwardjones.com,,Salesforce
10763371,Inactive Investor,Tobias Timm,Director - Credit Union Investment Strategy Group;Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. East Lansing MI 1400 Abbot Rd,tobias.timm@opco.com,,Salesforce
10821318,Inactive Investor,Thomas Bakamus,Partner;Wealth Manager,Merit Financial Advisors Issaquah WA 6415 E Lake Sammamish Pkwy SE,,,Salesforce
10779247,Inactive Investor,Barry Hesse,Wealth Advisor,Thrivent Investment Management Inc. Jonesboro AR 2217 Woodsprings Rd,barry.hesse@thrivent.com,,Salesforce
10809260,Inactive Investor,James Geraghty,Financial Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley Boston MA 28 State St,,,Salesforce
11239176,Inactive Investor,Charlie Downey,,Downey Insurance Group,charlie@downeyinsurance.com,,Salesforce
10841491,Inactive Investor,Marc Nettles,Portfolio Manager;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Exton PA 707 Eagleview Blvd",mnettles@wfafinet.com,,Salesforce
11197596,Inactive Investor,Brian Bovee,,"Financial Dimensions Group, Inc. Saint Paul MN 708 Cleveland Ave SW",bbovee@fdg-advisors.com,,Salesforce
10867502,Inactive Investor,Gabriela Benarroch,,NYLIFE Securities LLC Miami FL 5251 SW 64th Ave,gbenarroch@ft.newyorklife.com,,Salesforce
7096920,,Jeffrey Vaisey,,,jvaisey@gmail.com,,Web Form Fillout
10967392,Inactive Investor,Sean Wetherbee,,"Raymond James & Associates, Inc.",sean.wetherbee@raymondjames.com,,Salesforce
9622199,,Hemant Jindal,,,hemant.jindal@gmail.com,,List import
371695,,Nathan Durfee,,United States,barry@durfee.com,,Salesforce
11072711,Inactive Investor,Julia Conroy,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11008097,Inactive Investor,Corey Griffith,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,coreygriffith@statefarm.com,,Salesforce
11157036,Inactive Investor,Keith Kohout,Chief Compliance Officer;Managing Member;Principal,Vaultis Private Wealth LTD,,,Salesforce
5242631,,Denis Owamanyire,,,owamanyiredenis722@gmail.com,,Web form fillout
342889,,Ryan Hoadley,Analyst,Newbrook Capital Advisors Lp,rhoadley@newbrookcapital.com,212-916-8965,Manual List Upload
11149173,Inactive Investor,Carl Marshall,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morrisville PA 1030 Stony Hill Rd",carl.marshall@schwab.com,,Salesforce
10928054,Inactive Investor,Benjamin Fleming,Senior Principal;Supervisor,"Voya Financial Advisors, Inc.",benjamin.fleming@voya.com,,Salesforce
9644434,,Kamran Umarji,,,masterkam1@hotmail.com,,List import
11162892,Inactive Investor,Gregory LeClair,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director;Senior Investment Management Consultant,Morgan Stanley Seattle WA 601 Union St,greg.leclair@morganstanley.com,,Salesforce
11182275,Inactive Investor,Jon Mommaerts,Managing Member;President;Principal;Regulatory Contact,"ERTS Wealth Advisors, LLC",,,Salesforce
10807024,Inactive Investor,Timothy Brungardt,,Cetera Advisor Networks LLC Norfolk NE 314 N 5th St,,,Salesforce
9599406,,Thomas Duffy,,,tom@karpus.com,,List import
9579448,,Islam Noaman,,,dr.islamnoaman@gmail.com,,List import
9647376,,Xaviera Medero,,,xaviera.medero@addepar.com,,List import
10949735,Inactive Investor,Vincent Truong,,"Transamerica Financial Advisors, Inc Anaheim CA 300 S Harbor Blvd",vincent.truong@tfaconnect.com,,Salesforce
10961279,Inactive Investor,Ayah Attal,,Fidelity Brokerage Services LLC,,,Salesforce
9575990,,Marc Nichols,,,nichols.marc@gmail.com,,List import
36288,,Matthew Reed,"Financial Advisor, Senior Financial Representative","Principal Securities, Inc.",reed.matt@principal.com,813-870-0111,
207122,,matthieu soule,,[Unknown],matthieu.soule.atelier@gmail.com,,Paid Social
9603101,,Sebastian Esposito,,,sesposito1@hotmail.com,,List import
11036133,Inactive Investor,Dmitri Rabkin,Chief Investment Officer;Owner;President,Rabkin Advisors LLC,dmitri.rabkin@rabkinadvisors.com,,Salesforce
11094755,Inactive Investor,Dorie Fain,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,&Wealth Partners,dorie@andwealthpartners.com,,Salesforce
9594700,,Susan Deesing,,,sdeesing@northcapital.com,,List import
11174885,Inactive Investor,Tyler Prisby,Financial Advisor,Thrivent Investment Management Inc. Utica MI 51675 Van Dyke Ave,tyler.prisby@thrivent.com,,Salesforce
11203764,Inactive Investor,Micah Snyder,,"Packerland Brokerage Services, Inc. Sauk City WI Private Residence",micah_snyder@packerlandbrokerage.com,,Salesforce
11018460,Inactive Investor,Connor Cuneo,,Cetera Investment Services LLC Thibodaux LA 716 N Canal Blvd,,,Salesforce
11024596,Inactive Investor,Mitesh Patel,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,mbpatel01@ft.newyorklife.com,,Salesforce
11076210,Inactive Investor,Nicholas Isernia,,J.P. Morgan Securities LLC Greenlawn NY 80 Broadway,,,Salesforce
179839,,George Barron,,[Unknown],pixelbarron@gmail.com,,Organic Search
166690,,Martin Wichmann,,[Unknown],martin.wichmann@icloud.com,,
11203668,Inactive Investor,Cathleen Beatrice,Financial Advisor,"Osaic Institutions, Inc. Hermitage PA 1353 N Hermitage Rd",,,Salesforce
11121865,Inactive Investor,Travis Call,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10891028,Inactive Investor,Nancy Conners,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",nancy.conners@cambridgesecure.com,,Salesforce
10887556,Inactive Investor,Lesley Vanborssum,,"Cambridge Investment Research, Inc. Phoenix AZ 33 W Missouri Ave",,,Salesforce
11236859,Inactive Investor,Jennifer Jesup,Financial Advisor,Savant Wealth Management Huntsville AL 3810 Governors Dr NW,jjesup@savantwealth.com,,Salesforce
11068107,Inactive Investor,Adina Angel,Financial Advisor,Edward Jones Waynesville OH 180 High St,adina.angel@edwardjones.com,,Salesforce
10797082,Inactive Investor,Michael Walther,Chief Compliance Officer;Founder;Managing Member;Owner;President,Oak Wealth Advisors LLC,mike@oakwealth.com,,Salesforce
10805187,Inactive Investor,Nathan Scharlemann,Financial Advisor,Thrivent Investment Management Inc. Redwood Falls MN 809 E Bridge St,nathan.scharlemann@thrivent.com,,Salesforce
224020,,Tina Hill,,[Unknown],cdgjhill@roadrunnet.com,,source
10833865,Inactive Investor,Elizabeth Thibodeau,,Commonwealth Financial Network Saint Paul MN 919 Old Hwy 8 NW,ethibodeau@commonwealth.com,,Salesforce
9588698,,Keith Mccoy,,,pascoy2@gmail.com,,List import
11144792,Inactive Investor,Clyde Matsusaka,Branch Manager,Morgan Stanley Honolulu HI 733 Bishop St,clyde.matsusaka@morganstanley.com,,Salesforce
9549997,,Yosef Milgrom,,,ymilgrom@lhfin.com,,List import
10839849,Inactive Investor,Gwendolyn Rothrock,,PNC Investments La Plata MD 6315 Crain Hwy,gwendolyn.rothrock@pnc.com,,Salesforce
9585683,,Jeffrey Bakalar,,,jeffrey.bakalar@inginvestment.com,,List import
104604,,Joao Pedro,,Joao Pedro Investments LTD,forextraderpt@gmail.com,,Paid Social
10767750,Inactive Investor,Philip Dorr,Owner;President,"Water Valley Investment Advisors, Inc. Naperville IL 1505 Wedgefield Cir",,,Salesforce
10830628,Inactive Investor,Gregory Dellinger,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Boulder CO 1881 9th St",greg.dellinger@raymondjames.com,,Salesforce
11168207,Inactive Investor,Zachary Kutner,Client Associate;Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,zachary.kutner@ubs.com,,Salesforce
11017268,Inactive Investor,Joshua Moore,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",joshuamoore@ml.com,,Salesforce
11100533,Inactive Investor,Thomas Sass,,Morgan Stanley Chicago IL 10 S Riverside Plz,thomas.sass@morganstanley.com,,Salesforce
11210956,Inactive Investor,Lauren Weyrauch,,"Allstate Financial Services, LLC Red Oak TX 206 S State Hwy 342",laurenweyrauch@allstate.com,,Salesforce
11202797,Inactive Investor,Anabella Viyella,Owner,Earthview Advisors LLC Miami FL 201 S Biscayne Blvd,,,Salesforce
11129031,Inactive Investor,Christopher-Paul Romo,,"Kestra Investment Services, LLC Davis CA 712 5th St",,,Salesforce
11026520,Inactive Investor,Tyler Sturgill,,"Kestra Investment Services, LLC Westminster MD 2 Locust Ln",,,Salesforce
10929520,Inactive Investor,Ronnie Botros,Financial Advisor,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",botros.ronnie@principal.com,,Salesforce
10612480,,Michael Salmon,Financial Advisor,,michael.b.salmon@ampf.com,,List Import
10786219,Inactive Investor,Luke Novak,Managing Director;Vice President,Rothschild Investment LLC,,,Salesforce
10911842,Inactive Investor,Sean Burke,Vice President;Wealth Management Specialist,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,sean.burke@jpmorgan.com,,Salesforce
11143083,Inactive Investor,Craig Mcintosh,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9572142,,Jeffrey Daniels,,,jdaniels@stratoswealthpartners.com,,List import
10927101,Inactive Investor,Antonio Barcelo,,Key Investment Services LLC Rochester NY 3636 Dewey Ave,antonio_barcelo@kisinvestments.com,,Salesforce
9582564,,Dana Tonrey,,,djt@stillwaterinvest.com,,List import
11184222,Inactive Investor,Seth Asher,Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 5600 Glenridge Dr",seth.asher@wellsfargoadvisors.com,,Salesforce
9594326,,Robert Maks,,,rmaks@carsoninstitutional.com,,List import
10793862,Inactive Investor,Raymond Johnson,Founder;President,Steadfast Financial Services,,,Salesforce
9564215,,Bob John,,,3228176692@qq.com,,List import
10990981,Inactive Investor,Cynthia Bell,,PFS Investments Inc. Concord CA 1800 Sutter St,,,Salesforce
10772821,Inactive Investor,Koen Goorman,Partner,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",koen.goorman@equitable.com,,Salesforce
11288991,,Calvin Wallace,,,calvinwallacejr@gmail.com,,Web Form Fillout
10824793,Inactive Investor,Adam Hargrave,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Issaquah WA 1180 NW Maple St",adam.hargrave@wellsfargoadvisors.com,,Salesforce
9602100,,Allison Baines,,,allison.baines@kestrafinancial.com,,List import
10769350,Inactive Investor,Ubaid Gibson,,PFS Investments Inc. Chino Hills CA 13925 City Center Dr,ubaid.gibson@primerica.com,,Salesforce
11156161,Inactive Investor,David Gordon,,"Equitable Advisors, LLC Cranberry Township PA 20397 Rte 19",david.gordon@equitable.com,,Salesforce
10647426,,John Arredondo,,,jarredondo@tiaa-cref.org,,List Import
11052616,Inactive Investor,Brian Mueller,Chief Compliance Officer;Compliance Officer,"Rogers Wealth Group, Inc.",bmueller@rogerswealthgroup.com,,Salesforce
10956698,Inactive Investor,James Mung'Omba,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10883105,Inactive Investor,Felipe Scardoelli,,Goldman Sachs & Co.,,,Salesforce
10993215,Inactive Investor,Nina Robbins,,J.P. Morgan Securities LLC New Caney TX 20798 FM 1485 Rd,,,Salesforce
4551611,,ghfgddf gdfg,,,fghgh54@gmail.com,,Web Form Fillout
11301653,,Jeff Poffenbarger,,,jpoff351@gmail.com,9077955882,Web Form Fillout
10619936,,Steven Alley,,,steve@alleycompanyllc.com,,List Import
10791480,Inactive Investor,Franklin Mohri,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Los Angeles CA 10880 Wilshire Blvd",franklin.mohri@mutualofomaha.com,,Salesforce
349933,,Trent Erickson,Managing Director,Pacific Current Group,terickson@nlcg.com,253-238-0417,Manual List Upload
10849168,Inactive Investor,Lee Lebow,,LPL Financial LLC Houston TX 9525 Katy Fwy,lee.lebow@lpl.com,,Salesforce
10904844,Inactive Investor,Dean Laprade,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,dean.laprade@ceterainvestors.com,,Salesforce
9634190,,Mark Bourgeois,,,mbourgeois@prophetequity.com,,List import
9634940,,Katie Hockman,,,katie.hockman@antares.com,,List import
10782977,Inactive Investor,Daniel Fencl,Chief Executive Officer;Founder;Investment Advisor Representative,Fencl Advisory Services LLC,,,Salesforce
10806294,Inactive Investor,Joel Naylor,,"Trustmont Financial Group, Inc.",,,Salesforce
11049870,Inactive Investor,Deidre Bembry,,State Farm VP Management Corp. Newnan GA 1111 Lwr Fayville Rd,,,Salesforce
10900192,Inactive Investor,Ryan Symons,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
129267,,Rick Fetterman,,"ISC Advisors, Inc.",rfetterman@iscgroup.com,972-233-1120,
11152059,Inactive Investor,Steven Elkins,,Morgan Stanley Sandy UT 200 W Civic Center Dr,steven.elkins@morganstanley.com,,Salesforce
11260266,Inactive Investor,Domenic Imparato,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,domenic.imparato@ubs.com,,Salesforce
9580448,,Matt Mazur,,,5n4pr011@gmail.com,,List import
11196019,Inactive Investor,Amit Hampel,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Hampel Investment Advisors,,,Salesforce
6773847,,Michelle Michelle,,,cgdtbyrdmv6@temporary-mail.net,,Web Form Fillout
373718,,Ray Chang,,[Unknown],raychang0201@me.com,,source
11101236,Inactive Investor,Guy Dugas,,Commonwealth Financial Network Parsippany NJ 90 E Halsey Rd,gdugas@commonwealth.com,,Salesforce
10921491,Inactive Investor,Benjamin Brocker,Chief Financial Officer;Investment Strategist;Managing Member;Regulatory Contact,Legacy Wealth,bmb@legacywealthwisdom.com,,Salesforce
10929857,Inactive Investor,Alexander Zourides,Investment Advisor Representative,"Equity Services, Inc. Melville NY 734 Walt Whitman Rd",,,Salesforce
9636931,,Raymond Vanhoorebeke,,,raymond@blackcoralfa.com,,List import
11078918,Inactive Investor,William Hollway,Financial Advisor,"Osaic Wealth, Inc. Osseo MN 11300 86th Ave N",whollway@royalaa.com,,Salesforce
10912050,Inactive Investor,James Parrish,,SECU Brokerage Services Sanford NC 1002 Spring Ln,james.parrish@ncsecu.org,,Salesforce
9632934,,Randall Turner,,,mexiblkhawaii@icloud.com,,List import
9545595,,Edward Gustin,,,egustin2@gmail.com,,List import
10874152,Inactive Investor,Brian Russell,,"Ameritas Investment Company, LLC Dallas TX 17300 Preston Rd",brussell@ameritas.com,,Salesforce
11062179,Inactive Investor,Matthew Olsen,,"Raymond James Financial Services, Inc. Grass Valley CA 426 Sutton Way",matthew.olsen@raymondjames.com,,Salesforce
11207004,Inactive Investor,Juan Medina-Luna,,"Centaurus Financial, Inc. Downey CA 8141 2nd St",,,Salesforce
11081502,Inactive Investor,Nathaniel Spangler,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,nathaniel.spangler@fidelity.com,,Salesforce
11069510,Inactive Investor,Michael Russo,Assistant Vice President;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",mrusso3@ml.com,,Salesforce
10909899,Inactive Investor,Frank Vellucci,Officer,"Vellucci, Frank",,,Salesforce
11101290,Inactive Investor,Brian Sherwood,Regional Leader,PFS Investments Inc. San Diego CA 2615 Camino del Rio S,brian.sherwood@primerica.com,,Salesforce
27622,,Graham Mitchell,,Projekt01,projekt01@gmail.com,7788548381,Organic Search
11200545,Inactive Investor,Daniel Frey,,MWA Financial Services Inc. Milwaukee WI 2371 S 107th St,daniel.frey.2nd@mwarep.org,,Salesforce
10896333,Inactive Investor,Yaming Zhou,Financial Advisor,LPL Financial LLC Mukilteo WA Private Residence,yaming.zhou@lpl.com,,Salesforce
10794523,Inactive Investor,Samuel Lookner,Financial Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 20 Walnut St",samuel.c.lookner@ampf.com,,Salesforce
9643340,,Marius Kahane,,,kahane.m@gmail.com,,List import
10996104,Inactive Investor,Jared Venutolo,Financial Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",jared.venutolo@ampf.com,,Salesforce
10860779,Inactive Investor,Van Carlson,Owner,"Concierge Private Wealth Management, LLC",van@conciergelegacy.com,,Salesforce
11120777,Inactive Investor,Chad Fitzloff,Financial Advisor,Edward Jones Winnetka IL 495 Central Ave,chad.fitzloff@edwardjones.com,,Salesforce
9642984,,george fulop,,,georgefulopmd@gmail.com,,List import
209519,,James Macchio,,[Unknown],rhiassets@gmail.com,,
9604664,,Nick Dragan,,,nick@planifygroup.com,,List import
340782,,Norm Caffrey,Associate,"Ibn Financial Services, Inc",ncaffrey@twcny.rr.com,315-652-4426,Manual List Upload
229509,,h -,,h [[Unknown]],haroldestesdehartjr@yahoo.com,,Content
11011088,Inactive Investor,Ciji Mccain,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,,,Salesforce
11115223,Inactive Investor,Stanley Graeff,,State Farm VP Management Corp. Murphysboro IL 10519 Hwy 149,stan.graeff.bz3a@statefarm.com,,Salesforce
11229470,Inactive Investor,Michael James,Institutional Equity Trader,Wedbush Securities Inc.,michael.james@wedbush.com,,Salesforce
10790816,Inactive Investor,David Stein,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",david.stein@nm.com,,Salesforce
11047816,Inactive Investor,Timothy Hutchinson,Financial Advisor,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",tim.hutchinson@prudential.com,,Salesforce
335438,,Matt Hickey,Partner,Cwa Asset Management Group,matt@cwafgi.com,239-434-7434,Manual List Upload
10784923,Inactive Investor,John Williams,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
11051838,Inactive Investor,Jeanine Devine,,"First Heartland Capital, Inc. Saint Louis MO 2115 S Brentwood Blvd",jdevine@firstheartland.com,,Salesforce
11029383,Inactive Investor,David Himmelstein,,J.P. Morgan Securities LLC Rohnert Park CA 201 Rohnert Park Expy,david.himmelstein@jpmorgan.com,,Salesforce
87731,,Greg Dirkse,Financial Consultant,Thrivent Investment Management Inc.,gregory.dirkse@thrivent.com,920-451-1775,
11041937,Inactive Investor,Melissa Stochl,Investment Advisor Representative,"Prince Asset Management, Inc. Sarasota FL 2033 Main St",melissa@princeassetmanagement.com,,Salesforce
9611842,,Louis de Gaudemont de la Montforière,,,louisdegaudemont95@gmail.com,,List import
10824851,Inactive Investor,Brent Thomas,,"Raymond James Financial Services, Inc. Claremont CA 1291 N Indian Hill Blvd",,,Salesforce
11147564,Inactive Investor,Kari Sims,,Morgan Stanley Chicago IL 10 S Riverside Plz,kari.sims@morganstanley.com,,Salesforce
10832520,Inactive Investor,Sara Qazi,Senior Vice President,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",sara.qazi@raymondjames.com,,Salesforce
11161818,Inactive Investor,Gregory Timeranko,,Snowden Account Services LLC,gtimeranko@snowdenlane.com,,Salesforce
9612233,,Kari Thunborg,,,karithunborg@yahoo.com,,List import
10616561,,Alan Reese,,,alan.reese@primerica.com,,List Import
9561820,,Daniel Vredeveld,,,dan@richmondbrothers.com,,List import
10918765,Inactive Investor,Leslie Addison,,"Allstate Financial Services, LLC Mobile AL 3929 Airport Blvd",laddison@allstate.com,,Salesforce
350787,,Dennis O'Donnell,Operating Executive,"Kb Financial Partners, Llc",dodonnell@kbfcllc.com,609-514-4700,Manual List Upload
9545583,,SRIKANTH NALLACHERU,,,drsrikanthn@yahoo.com,,List import
11081655,Inactive Investor,Gayle Russell,,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",gayle.russell@lfg.com,,Salesforce
10828327,Inactive Investor,Francisco Ramirez,Premier Banker,"Wells Fargo Clearing Services, LLC Yuba City CA 900 Colusa Ave",francisco.d.ramirez@wellsfargo.com,,Salesforce
10988016,Inactive Investor,Victoria McLeod,,PFS Investments Inc. Brooklyn NY 300 Cadman Plz W,victoria.mcleod@primerica.com,,Salesforce
10860751,Inactive Investor,Alan Sabo,,"Berthel, Fisher & Company Financial Services, Inc. Suwanee GA 4411 Suwanee Dam Rd",asabo@berthel.com,,Salesforce
9607203,,Kyman Franklin,,,kyman.franklin@gmail.com,,List import
9635670,,Brad Valois,,,bvalois@axisadvisorsgroup.com,,List import
10489887,,Thomas Calabria,Chief Compliance Officer,STF Management LP,tom.calabria@stfm.com,972-675-7780,List Import
11010830,Inactive Investor,James Flewelling,,Cetera Advisor Networks LLC,,,Salesforce
11118390,Inactive Investor,Chera Gerstein,,Cetera Advisor Networks LLC Hartford CT 10 State House Sq,chera.gerstein@ceteranetworks.com,,Salesforce
148705,,Paulo Zerimar,,[Unknown],zerimar101-email@yahoo.com,,
10619663,,Cheryl Heilman,,,c.heilman@banklife.com,,List Import
349591,,Daniel Bonoff,Member,Goode Partners Llc,dbonoff@goodepartners.com,646-722-9406,Manual List Upload
10984900,Inactive Investor,Timothy Devos,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,timothy_devos@vanguard.com,,Salesforce
10900613,Inactive Investor,James Elios,Chief Compliance Officer;Chief Executive Officer;Founder;President;Wealth Advisor,"Elios Financial Group, Inc.",jim@eliosfinancial.com,,Salesforce
11119067,Inactive Investor,Gerald Kirschner,Associate;Financial Planning Specialist,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",gerald.kirschner@ampf.com,,Salesforce
10850014,Inactive Investor,Michael Nye,Paraplanner,"Ameriprise Financial Services, LLC Murrysville PA 4006 Old William Penn Hwy",michael.w.nye@ampf.com,,Salesforce
9564228,,Aud -,,,dnwhillski@aol.com,,List import
10659828,,Basheer Abuasabeh,,,basheer.o.abuasabeh@chase.com,,List Import
9616999,,Scott Horner,,,sdhorner2@gmail.com,,List import
11131074,Inactive Investor,Heather Yarbrough,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",heather.yarbrough@nm.com,,Salesforce
11115387,Inactive Investor,Julissa Olivares,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,julissa.olivares@fmr.com,,Salesforce
10901511,Inactive Investor,Debra Bruce,,Cetera Investment Services LLC Glen Allen VA 140 Eastshore Dr,debra.bruce@ceterais.com,,Salesforce
10783311,Inactive Investor,Kevin Frank,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kevin.frank@schwab.com,,Salesforce
370850,,Joe Dugan,,United States,joe.dugan1@gmail.com,,Salesforce
11032569,Inactive Investor,Elena Lapides,,"Avantax Investment Services, Inc. Minneapolis MN 3020 Harbor Ln N",,,Salesforce
11153784,Inactive Investor,Michael Ramirez,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
11174163,Inactive Investor,Gary Holland,Chief Compliance Officer;President,"Holland Investment Management, Inc.",gary@hollandim.com,,Salesforce
11092276,Inactive Investor,Paul Muller,Financial Advisor,"Private Portfolio, Inc. La Jolla CA 7534 La Jolla Blvd",pmuller@privateportfolio.com,,Salesforce
11220921,,Marianne D'Alessandro,,,mdalessandro@gagnonsec.com,,List Import
10860889,Inactive Investor,Michael Nobles,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,mnobles@primerica.com,,Salesforce
10803078,Inactive Investor,Joseph Fisher,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Portfolio Management Director;,Morgan Stanley Troy MI 101 W Big Beaver Rd,joe.fisher@morganstanley.com,,Salesforce
10766892,Inactive Investor,Gregory Merrill,Private Wealth Advisor;Vice President,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,gregory.merrill@ubs.com,,Salesforce
11086154,Inactive Investor,Richard Gary,,Evercore Group L.L.C.,,,Salesforce
11139319,Inactive Investor,Joshua Swoyer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10944887,Inactive Investor,Nathan O'Leary,Financial Professional,LPL Financial LLC Tacoma WA 1102 Broadway,nathan.oleary@lpl.com,,Salesforce
11161072,Inactive Investor,Ken Huynh,,"MML Investors Services, LLC Seattle WA Private Residence",kenhuynh@financialguide.com,,Salesforce
11219161,,Randall Stauder,,,rstauder@monetagroup.com,,Other
10927796,Inactive Investor,Kelly Barry,,LPL Financial LLC Torrance CA 25500 Hawthorne Blvd,kelly.barry@lpl.com,,Salesforce
11102484,Inactive Investor,Kevin McCormick,Financial Advisor,LPL Financial LLC Waukesha WI N14W23999 Stone Ridge Dr,kevin.j.mccormick@lpl.com,,Salesforce
9645903,,Mike Amun,,,mahdi_kazemian86@yahoo.com,,List import
10911169,Inactive Investor,Luann Esko,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,luann.esko@primerica.com,,Salesforce
11221440,,Ryan Kelley,,,rkelley@bellinvest.com,,List Import
11037764,Inactive Investor,Tyler Moore,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11014373,Inactive Investor,Roopavani Durgiah,,PFS Investments Inc. Coeur D Alene ID 401 E Front Ave,rdurgiah@primerica.com,,Salesforce
10811389,Inactive Investor,Gary Richards,Associate Branch Manager;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Steubenville OH 200 Stanton Blvd,grichards@rwbaird.com,,Salesforce
11099673,Inactive Investor,Isaiah Aponte,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",isaiah.aponte@aretewealth.com,,Salesforce
10796654,Inactive Investor,Luci Johnson,Limited Partner,"LBJ Family Wealth Advisors, Ltd.",ljohnson@lbjadvisors.com,,Salesforce
9621419,,Chandan Kumar,,,chandan2004pan@gmail.com,,List import
11196242,Inactive Investor,Steven Kebler,,Cetera Financial Specialists LLC Midland MI 2808 W Wackerly St,steven.kebler@ceterafs.com,,Salesforce
11148507,Inactive Investor,James Pierce,,"Hornor, Townsend & Kent, LLC Wilton CT 187 Danbury Rd",jpierce@htk.com,,Salesforce
11060310,Inactive Investor,Christopher Walker,Associate,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,,,Salesforce
10912021,Inactive Investor,Kellianne Papciak,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach DE 18949 Coastal Hwy",kellianne.papciak@ml.com,,Salesforce
9587217,,Katrina Santamaria,,,katrina@mshowells.com,,List import
11147898,Inactive Investor,Jason Jacobs,,NYLIFE Securities LLC Charlotte NC 7300 Carmel Executive Park Dr,jjacobs@ft.newyorklife.com,,Salesforce
170907,,James Shepherd,,[Unknown],james.e.shepherd@hotmail.com,,
11229310,Inactive Investor,Mary Warner,,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",,,Salesforce
9647265,,Robert Harris,,,tnlee1952@gmail.com,,List import
9620532,,Brandon Green,,,bg@dahdesigns.com,,List import
10763867,Inactive Investor,Dino Ragazzo,Branch Manager;Executive Director;Financial Advisor,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,dino.ragazzo@ubs.com,,Salesforce
11116390,Inactive Investor,Virginia Grubb,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,virginia.grubb@primerica.com,,Salesforce
10765960,Inactive Investor,Carolyn Goyette,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",carolyn_goyette@ml.com,,Salesforce
10889138,Inactive Investor,Matthew McCrea,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Henderson NV 2585 Anthem Village Dr,matthew.mccrea@jpmorgan.com,,Salesforce
9568152,,Connor Heseb,,,cbhesen@gmail.com,,List import
10867933,Inactive Investor,Christopher Sanchez,Financial Services Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9569033,,Georgia Gruen,,,gtgruen@yahoo.com,,List import
11194834,Inactive Investor,Brian Obermeier,Senior Wealth Manager,"Boulay Financial Advisors, LLC",bobermeier@boulaygroup.com,,Salesforce
9630871,,michal he,,,michal.herzyk7@gmail.com,,List import
10900779,Inactive Investor,Sonja Larimore,Chief Compliance Officer,United Capital Financial Advisors,sonja.larimore@unitedcapitalwealth.com,,Salesforce
11007638,Inactive Investor,Keith Badiner,,"Farmers Financial Solutions, LLC Carlsbad CA 2260 Rutherford Rd",kbadiner@farmersagent.com,,Salesforce
11163834,Inactive Investor,Harold Rotary,,LPL Financial LLC Birmingham MI 35238 Woodward Ave,,,Salesforce
11204928,Inactive Investor,Yvonne Edwards,,"Wells Fargo Clearing Services, LLC Clover SC Private Residence",yvonne.edwards@wellsfargoadvisors.com,,Salesforce
246321,,Not Provided,"Lead Advisor, Digital/Marketing/Innovation & Web3",Save the Children,erossetti@savechildren.org,,Manual List Upload
10782130,Inactive Investor,Bethany Cichy,Director;Senior Client Associate,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,bethany.haines@ubs.com,,Salesforce
11030381,Inactive Investor,Theodore Bomgardner,Financial Advisor,"Ameriprise Financial Services, LLC Lebanon PA 819 Chestnut St",ted.bomgardner@ampf.com,,Salesforce
11017313,Inactive Investor,Zachary Garlitos,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",zach.garlitos@ml.com,,Salesforce
10781710,Inactive Investor,John Halperin,Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,john.halperin@ubs.com,,Salesforce
10969956,Inactive Investor,Elizabeth Sanchez,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
9615189,,Andrew Kerr,,,akz47@hotmail.co.uk,,List import
10956103,Inactive Investor,Robert Hu,Chief Investment Officer,Firmiacer Investment LLC,,,Salesforce
11048688,Inactive Investor,Roger McDonald,Financial Advisor,"Vicus Capital, Inc. Charlotte NC 3731 Latrobe Dr",,,Salesforce
11048640,Inactive Investor,Jamal White,,PFS Investments Inc. New York NY 301 W 135th St,jamal.white@primerica.com,,Salesforce
9543607,,Jackson Tung,,,j.tung@transamerica.com,,List import
8480600,,Vinay Sharma,,Alaska Permanent Capital Management,vinay@apcm.net,(907) 646-3525,List Import
10996387,Inactive Investor,Nam Luong,,J.P. Morgan Securities LLC Garden Grove CA 11922 Brookhurst St,nam.luong@jpmorgan.com,,Salesforce
11203024,Inactive Investor,Beverly Ridgway,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",beverly_muller@ml.com,,Salesforce
10855089,Inactive Investor,Christopher Ayers,Financial Associate,Thrivent Investment Management Inc. Bloomington IL 2101 Eastland Dr,chris.ayers@thrivent.com,,Salesforce
9623560,,Rob garcia,,,robgar1357@gmail.com,,List import
9549309,,Xiru Yang,,,xyang@centerbridge.com,,List import
10882409,Inactive Investor,Ted Desrosiers,,"Martha's Vineyard Investment Advisors, LLC",,,Salesforce
10929709,Inactive Investor,Derek Pontlitz,Financial Advisor,LPL Financial LLC New Port Richey FL 5920 Main St,derek.pontlitz@lpl.com,,Salesforce
9642431,,Domenic Disiena,,,domdisiena@optonline.net,,List import
11044240,Inactive Investor,Nicole Aguinaldo,Client Associate,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",nicole.aguinaldo@rbc.com,,Salesforce
11197649,Inactive Investor,Youhang Jiang,Chief Information Officer;President,SML Capital LLC,,,Salesforce
10991066,Inactive Investor,Tyler Murphy,Chief Compliance Officer;Founder;Managing Member;President,Strongside Asset Management LLC,tyler@strongsideasset.com,,Salesforce
10780261,Inactive Investor,Sergio Marquez,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,sergio.marquez@fidelity.com,,Salesforce
11023316,Inactive Investor,John Christo,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10980787,Inactive Investor,Jenna Carter,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",jenna.carter@nm.com,,Salesforce
10920551,Inactive Investor,Douglas Moon,Chief Compliance Officer;Chief Executive Officer;Managing Member,"O.F.O. Partners, LLC",douglas@ofopartners.com,,Salesforce
9543349,,Robert Arnold,,,robert@farmersandminersbank.com,,List import
9573418,,Ziggy Van Koeverden,,,ziggyjvk@gmail.com,,List import
11219433,,William Hagan,,,whagan@hirtlecallaghan.com,,Other
9642539,,Fred Kosanovic,"VP, Sales",Broadridge,fred.kosanovic@broadridge.com,,List import
10614676,,John Zaro,"Financial Advisor, Financial Planning Specialist, First Vice President",,john.a.zaro@morganstanley.com,,List Import
11193298,Inactive Investor,Mary Lynne Kaatz,Financial Advisor Associate,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,mkaatz@rwbaird.com,,Salesforce
11057585,Inactive Investor,Justin Rocheleau,Owner,Pollux Wealth Management Andover KS 1400 Terradyne Dr,,,Salesforce
10968456,Inactive Investor,Daniel Threlkeld,,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",jamalthrelkeld@financialguide.com,,Salesforce
10815447,Inactive Investor,Mac Levy,Financial Advisor,Edward Jones Pendleton OR 244 SW Dorion Ave,mac.levy@edwardjones.com,,Salesforce
11154142,Inactive Investor,David Braunstein,,Brighton Securities Corp. Hamburg NY 172 Lake St,,,Salesforce
11141566,Inactive Investor,Penny Smith,,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,penny.smith@morganstanley.com,,Salesforce
11118988,Inactive Investor,Brian Matthews,,"Raymond James Financial Services, Inc. Trenton MI 2363 W Jefferson Ave",brian.matthews@raymondjames.com,,Salesforce
10947712,Inactive Investor,Scott Pressman,,"The Leaders Group, Inc. San Francisco CA 2261 Market St",,,Salesforce
10933117,Inactive Investor,David Desanti,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
11223257,,Andrew Keefer,,,andrew.keefer@ifpartners.com,,List Import
9566394,,Bruce Kitchent,,,dubeach@outlook.com,,List import
9576556,,Barata Gautama,,,bharatagautama@gmail.com,,List import
10898694,Inactive Investor,Maureen Douglas,,"Osaic Institutions, Inc. New York NY 122 E 42nd St",mdouglas@infinexgroup.com,,Salesforce
11168403,Inactive Investor,Kelly Barber,,"Raymond James Financial Services, Inc. Winter Park FL 1560 Orange Ave",kelly.barber@raymondjames.com,,Salesforce
10952707,Inactive Investor,Brandon Fahl,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,brandonfahl.team@fidelity.com,,Salesforce
10789181,Inactive Investor,Sarah Concannon,,"Raymond James & Associates, Inc.",sarah.concannon@raymondjames.com,,Salesforce
11144643,Inactive Investor,Ludwig Sheppard,,"St. Bernard Financial Services, Inc.",ludwig.sheppard@stbernardfinancial.com,,Salesforce
10612418,,Anthony De Angelo,Financial Advisor,,anthony.deangelo@ampf.com,,List Import
10895546,Inactive Investor,Kelly Gibson,,"Osaic Wealth, Inc. Erie PA 3910 Caughey Rd",,,Salesforce
9555174,,Ray Cashen,,,raymondcashen29@gmail.com,,List import
11046920,Inactive Investor,Brian Berg,Financial Advisor,Thrivent Investment Management Inc. Colorado Springs CO 7222 Commerce Center Dr,brian.berg@thrivent.com,,Salesforce
11163916,Inactive Investor,Michael Elder,,"Osaic Wealth, Inc. Chatfield MN 13 3rd St SE",,,Salesforce
10898827,Inactive Investor,Terrence Joseph,,"Osaic Wealth, Inc. Gardena CA 879 W 190th St",,,Salesforce
10935442,Inactive Investor,James Sanacore,Private Client Advisor,J.P. Morgan Securities LLC Woodbury NY 7920 Jericho Tpke,,,Salesforce
10794705,Inactive Investor,Louis Intorre,Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,louis.intorre@morganstanley.com,,Salesforce
10825943,Inactive Investor,Mark Tholl,Chief Investment Officer;Co-Founder;Regulatory Contact;Senior Wealth Partner,"Wealthspan Partners, LLC",mtholl@wealthspanpartners.com,,Salesforce
10804283,Inactive Investor,J Valencia,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,javalencia@ft.newyorklife.com,,Salesforce
10827723,Inactive Investor,Kathryn Bunn,Senior Private Client Associate,Janney Montgomery Scott LLC Greensboro NC 701 Green Valley Rd,kbunn@janney.com,,Salesforce
9592279,,Linda Brown,,,linda.brown@dayhagan.com,,List Import
10613030,,Jarrod Rumley,"Senior Financial Advisor, Vice President",,jarrod.m.rumley@ml.com,,List Import
11108681,Inactive Investor,Henry Cowan,,"Keel Point Capital, LLC",hcowan@keelpoint.com,,Salesforce
10895030,Inactive Investor,Mark Schwitz,,"Allstate Financial Services, LLC Mishawaka IN 3310 Hickory Rd",markschwitz@allstate.com,,Salesforce
11029511,Inactive Investor,Joseph Galloway,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Southlake TX 950 E State Hwy 114",jgalloway@ampf.com,,Salesforce
9622984,,Jonadab Alcázar,,,jona_rotten@hotmail.com,,List import
11233773,Inactive Investor,Hilda Midianga,,Fidelity Brokerage Services LLC,,,Salesforce
10912607,Inactive Investor,Tracy Rothe,Financial Advisor,LPL Financial LLC Longmont CO 275 S Main St,tracy.rothe@lpl.com,,Salesforce
10988665,Inactive Investor,John Veth,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,john.veth@fmr.com,,Salesforce
10646975,,Sufia Setjoadi,,,ssetjoadi@lincolninvestment.com,,List Import
9615368,,Ben Thomas,,,bthomas1982@googlemail.com,,List import
10897729,Inactive Investor,John Park,Wealth Management Advisor,Strategic Planning Group,john@spgutah.com,,Salesforce
11138377,Inactive Investor,Matthew Lunde,Private Banker,"UMB Financial Services, Inc. Dallas TX 2323 Ross Ave",,,Salesforce
10997752,Inactive Investor,Joseph Tornabene,Financial Advisor,Edward Jones North Canton OH 8040 Cleveland Ave NW,joseph.tornabene@edwardjones.com,,Salesforce
9591462,,Robert Rosen,,,rhrbcg@me.com,,List import
10780364,Inactive Investor,Cary Truelove,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,brent.truelove@fmr.com,,Salesforce
9647644,,Jim Waggett,,,jwaggett@flputnam.com,,List import
11127619,Inactive Investor,Christopher Bloomstran,Chief Investment Officer;Managing Member;President,Semper Augustus Investments Group LLC Saint Louis MO 8000 Maryland Ave,cpb@semperaugustus.com,,Salesforce
11076730,Inactive Investor,Jacalyn Reed,Chief Compliance Officer,"WhaleRock Point Partners, LLC",jreed@wrpoint.com,,Salesforce
1003563,Inactive Investor,Danielle Pavlovic,Investment Analyst & Portfolio Manager,Progeny 3,danielle.pavlovic@progenythree.com, +1 206 654 3619,product
10795609,Inactive Investor,Thomas Gargiulo,,Cetera Financial Specialists LLC Saint Petersburg FL 2952 66th St N,thomas.gargiulo@ceterafs.com,,Salesforce
9584909,,Michael Josowitz,,,mjosowitz@madisontrust.com,,List import
10792619,Inactive Investor,Katherin Romero,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",katherin_romero@ml.com,,Salesforce
10948402,Inactive Investor,Jillian Harvie,,"Raymond James & Associates, Inc. Burlington VT 40 Main St",jill.harvie@raymondjames.com,,Salesforce
10908625,Inactive Investor,John Bertucci,,PFS Investments Inc. Daphne AL 9037 Independence Ave,john.bertucci@primerica.com,,Salesforce
10926794,Inactive Investor,Ivery Lewis,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",ivery.lewis@tfaconnect.com,,Salesforce
9573656,,Amit Doshi,,,adoshi@harborspring.com,,List import
11116408,Inactive Investor,Robert Matawaran,,"Wells Fargo Clearing Services, LLC San Francisco CA 1726 Haight St",,,Salesforce
11043073,Inactive Investor,David Mackay,Financial Advisor,LPL Financial LLC Salt Lake City UT 111 E 5600 S,david.mackay@lpl.com,,Salesforce
9626051,,Cesar Segura Gonzalez,,,cesarsegura1380@gmail.com,,List import
11183794,Inactive Investor,Craig Hauger,,"Osaic Wealth, Inc. Goodyear AZ Private Residence",chauger@osaicwealth.com,,Salesforce
9570626,,Geoffrey Fedurek,,,gfedurek@financialguide.com,,List import
11070409,Inactive Investor,Kenneth Saxe,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,ken.saxe.lxl2@statefarm.com,,Salesforce
11233758,Inactive Investor,Daniel Chorney,Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10883859,Inactive Investor,Stephen Cooley,Financial Advisor,"Northwestern Mutual Investment Services, LLC Wilmington NC 1111 Military Cutoff Rd",steve.cooley@nm.com,,Salesforce
10866013,Inactive Investor,Ryan Sitrin,Investment Advisor;Managing Member,"Sitrin Capital Management, LLC",ryan@sitrincapital.com,,Salesforce
10916714,Inactive Investor,Nathan Dufresne,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",nathan.dufresne@tiaa.org,,Salesforce
11149283,Inactive Investor,Darren Sternberg,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",,,Salesforce
11033124,Inactive Investor,Emily Kanefield,Branch Manager,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,emily.kanefield@morganstanley.com,,Salesforce
10804999,Inactive Investor,Warren Coleman,,Cetera Investment Services LLC Glen Allen VA 140 Eastshore Dr,,,Salesforce
10962139,Inactive Investor,Giovanni Alberty,,"Wells Fargo Clearing Services, LLC Hollywood FL 12440 Pines Blvd",,,Salesforce
11104354,Inactive Investor,Philip Thomas,Client Advisor,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",phil.thomas@alex-brown.com,,Salesforce
11133542,Inactive Investor,Thomas Ulery,,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,thomas_ulery@glic.com,,Salesforce
11238097,Inactive Investor,Blake Bauer,,Tcw Investment Management Company LLC,blake.bauer@tcw.com,,Salesforce
11051783,Inactive Investor,Christopher Felton,,"Summit Global Investments, LLC",,,Salesforce
10910524,Inactive Investor,Carol Pennica,,"J.W. Cole Financial, Inc. Colorado Springs CO 2975 Broadmoor Valley Rd",carol.pennica@jwcemail.com,,Salesforce
10613411,,Paul Schmidt,"Senior Financial Advisor, Senior Vice President",,paul.schmidt@ml.com,,List Import
11039529,Inactive Investor,Gary Greco,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Gloversville NY 196 2nd Ave",gary.greco@wellsfargoadvisors.com,,Salesforce
10799625,Inactive Investor,Eric Dennett,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Washington DC 1776 I St NW",,,Salesforce
10993432,Inactive Investor,Stephanie Sevilla,,J.P. Morgan Securities LLC Lincoln CA 45 Lincoln Blvd,stephanie.sevilla@chase.com,,Salesforce
10646070,,Kurt Kellison,,,kgkellison@zivinvestment.com,,List Import
10930744,Inactive Investor,Wesley Labelle,Financial Advisor,Lincoln Investment Dover NH 642 Central Ave,wlabelle@lincolninvestment.com,,Salesforce
11059618,Inactive Investor,Lucy Callaghan,,Vanguard Marketing Corporation,lucy_callaghan@vanguard.com,,Salesforce
10750145,,Marsel kuron,,,25marsel03@gmail.com,087789216677,Web Form Fillout
11045779,Inactive Investor,Erica Blake,Chief Compliance Officer;Founder;President,Mountain Flower Investments & Planning,,,Salesforce
11023548,Inactive Investor,Kyle Haslebacher,,"Bankers Life Securities, Inc. Salem OR 1220 20th St SE",kyle.haslebacher@bankerslife.com,,Salesforce
11037331,Inactive Investor,Colleen Coonce,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",colleen.coonce@ml.com,,Salesforce
11187997,Inactive Investor,Kayden Rose Lagman,,J.P. Morgan Securities LLC Durham NC 216 W NC Hwy 54,rose.lagman@jpmorgan.com,,Salesforce
11183956,Inactive Investor,Timothy Klauke,Chief Compliance Officer;Founder;President,Blue Bison Investments,,,Salesforce
10770219,Inactive Investor,Robert Palombo,,Cetera Financial Specialists LLC Wantagh NY 3375 Park Ave,robert.palombo@ceterafs.com,,Salesforce
9541612,,kmuriuki51@gmail.com Muriuki,,,kmuriuki51@gmail.com,,List import
373840,,David Nicolosi,,[Unknown],dvn618@gmail.com,,source
10945709,Inactive Investor,Nathan Shive,Financial Services Representative,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",nshive@financialguide.com,,Salesforce
10752483,Inactive Investor,Alan Orr,,"First Command Brokerage Services, Inc. O'Fallon IL 639 N Main St",aeorr@firstcommand.com,,Salesforce
9585139,,Shad Azimi,,,sazimi@vanterra.com,,List import
349483,,Anders Juel,"Financial Advisor, Member","Queen City Capital Management, LLC",anders.juel@queencityadvisors.com,513-729-9737,
10940651,Inactive Investor,Kerry Chatham,,"Steward Partners Investment Solutions, LLC Guntersville AL 429 Gunter Ave",kerry.chatham@stewardpartners.com,,Salesforce
11184459,Inactive Investor,Phuong Nguyen,Portfolio Manager,"Quality Wealth Care, LLC.",,,Salesforce
9542427,,Larry Fleisher,,,larryfleisher1@gmail.com,,List import
232185,, -,,[[Unknown]],rafaelcarvalhosouza@hotmail.com.br,,
10989704,Inactive Investor,Penny Morgan,,J.P. Morgan Securities LLC Round Rock TX 4600 E Palm Valley Blvd,penny.morgan@chase.com,,Salesforce
11053180,Inactive Investor,Lamar Davis,Partner,"Edge Capital Group, LLC",wdavis@edgecappartners.com,,Salesforce
10615259,,Thomas McGinley,"Financial Advisor, Senior Portfolio Manager, Vice President",,thomas.mcginley@morganstanley.com,,List Import
9605371,,jeong hwan seo,,,sjh941@gmail.com,,List import
9596097,,Uzair Syed,,,uzairsyed0688@gmail.com,,List import
335127,,Patrice Humbel,Member Of Vswa Management Team,Vontobel Swiss Wealth Advisors Ag,patrice.humbel@vontobeladvisors.com, -878512,Manual List Upload
11014742,Inactive Investor,Maria Ratto,,"U.S. Bancorp Advisors, LLC Palo Alto CA 400 University Ave",,,Salesforce
10804269,Inactive Investor,Anthony Lombardi,,"Cambridge Investment Research, Inc. Canton OH 1010 Miles Ave NW",,,Salesforce
9586760,,Flamur Ahmeti,,,fjer4@aol.com,,List import
10657774,,Huong Nguyen,,,huong.nguyen@chase.com,,List Import
10970743,Inactive Investor,David Terreault,,Fidelity Brokerage Services LLC,,,Salesforce
10950454,Inactive Investor,Bryan Weaver,,Digital Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9603988,,BEN IIAMS,,,ben@abra.com,,List import
9569229,,John Lachapelle,,,john.lachapelle@voyafa.com,,List import
11047542,Inactive Investor,Maureen Zukosky,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,mzukosky@gwnsecurities.com,,Salesforce
10969393,Inactive Investor,Brandon Paliotti,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",brandon.paliotti@equitable.com,,Salesforce
368030,,Michael Zirpolo,Investor,,michael.zirpolo@gmail.com,9175097730,Webinar
10791411,Inactive Investor,Timothy Heidenberg,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbia MD 5550 Sterrett Pl",timothy.m.heidenberg@ampf.com,,Salesforce
11066023,Inactive Investor,Diego Ramon,,Mutual of America Securities LLC Charlotte NC 6000 Fairview Rd,diego.ramon@mutualofamerica.com,,Salesforce
10621140,,Jean Kua,,,jean.kua@lseg.com,,Web Form Fillout
9601404,,Paul Lundeen,,,paul@arkfi.com,,List Import
10779199,Inactive Investor,William Pulice,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgeport WV 2000 Jerry Dove Dr",william.pulice@ml.com,,Salesforce
342409,,Cindy Christensen,,Mcmill Cpa And Advisors,cindyc@wealthfirm.info,402-371-1160,Manual List Upload
11232167,Inactive Investor,Jason Heimes,,PFS Investments Inc. Omaha NE 10110 Nicholas St,jheimes@primerica.com,,Salesforce
9627493,,scott gailey,,,scott@scottgaileycpa.com,,List import
333688,,Jonathan Haas,Managing Director,"Clarion Capital Partners, Llc",jhaas@clarion-capital.com,212-821-0170,Manual List Upload
10936605,Inactive Investor,Blake Herren,,State Farm VP Management Corp.,,,Salesforce
11144190,Inactive Investor,Branton Wiseman,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,branton.wiseman.fc5j@statefarm.com,,Salesforce
9642544,,Patrick Bugarin,,,bugarinp72@gmail.com,,List import
10348681,Active Investor,Hugh Ross,,"Grayscale Investments, LLC",operations@grayscale.com,6469154909,
10922160,Inactive Investor,Rebecca Shurtz,Financial Planning Consultant,"Concourse Financial Group Securities, Inc.",rebecca.shurtz@concoursefinancial.com,,Salesforce
11184368,Inactive Investor,John Donehoo,,"MML Investors Services, LLC Fort Myers FL 6237 Presidential Ct",jdonehoo@financialguide.com,,Salesforce
11220753,,Sandra Castro,,,scastro@ayco.com,,Other
10871301,Inactive Investor,Ayanna Ifill,,Morgan Stanley,,,Salesforce
10613425,,Patrick Conroy,Financial Advisor,,pconroy@ml.com,,List Import
10799347,Inactive Investor,Carl Baehr,,"Packerland Brokerage Services, Inc. Milwaukee WI 4811 S 76th St",carl_baehr@packerlandbrokerage.com,,Salesforce
10800306,Inactive Investor,William Meland,Chief Compliance Officer;President,Pillar Wealth Management Co.,,,Salesforce
10784805,Inactive Investor,John Filippi,,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",john.filippi@schwab.com,,Salesforce
10827128,Inactive Investor,Deborah Thomas,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Cumming GA 418 Pirkle Ferry Rd",deborah.t.marling@ampf.com,,Salesforce
10999313,Inactive Investor,Alexandro Valverde Macias,Premier Banker,"Wells Fargo Clearing Services, LLC Fort Collins CO 3600 S College Ave",,,Salesforce
11183995,Inactive Investor,David Larocca,Private Wealth Manager,Creative Planning Pennington NJ Private Residence,david.larocca@creativeplanning.com,,Salesforce
11148764,Inactive Investor,Dean Steliotes,,"Kestra Investment Services, LLC Pittsburgh PA 420 Fort Duquesne Blvd",,,Salesforce
10986446,Inactive Investor,Garrett Schwan,Regional Director,"MML Investors Services, LLC",,,Salesforce
11090489,Inactive Investor,David Jernigan,Financial Advisor,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",david.jernigan@oneamerica.com,,Salesforce
10916041,Inactive Investor,Richard Armon,Advisor;Chief Compliance Officer;Managing Director,"Wealth Preservation Consultants, LLC.",rich@wealthpc.com,,Salesforce
10786034,Inactive Investor,Gregory Young,Managing Director,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
10885977,Inactive Investor,Seth Balduc,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11005102,Inactive Investor,Jonathan Teran,,"Wells Fargo Clearing Services, LLC Richmond TX 8003 W Grand Pkwy S",,,Salesforce
10981791,Inactive Investor,Samuel Zabkowicz,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",samuel.zabkowicz@prudential.com,,Salesforce
10781402,Inactive Investor,Stacey Roman,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",stacey.roman@wellsfargoadvisors.com,,Salesforce
10758994,Inactive Investor,Lara Leonard,Client Service Associate;Registered Associate,Morgan Stanley Oneonta NY 493 Chestnut St,lara.leonard@morganstanley.com,,Salesforce
10940515,Inactive Investor,Vanja Popovich,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9645763,,John C Dunn,,,chrisdunn0861@gmail.com,,List import
10930888,Inactive Investor,Yurij Szelewycz,,"Prospera Financial Services, Inc.",yurij.szelewycz@prosperafinancial.com,,Salesforce
11038802,Inactive Investor,Amanda Yan,,"IFP Securities, LLC Uniondale NY 626 Rxr Plz",,,Salesforce
10845333,Inactive Investor,Joseph Hanna,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wooster OH 121 N Market St",,,Salesforce
11061085,Inactive Investor,Edward Van Vliet,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",ed.vanvliet@nm.com,,Salesforce
99916,,Zsuzsa Schuster,Coordinator,The Blackstone Group,zsuzsaschuster@gmail.com,,
10943721,Inactive Investor,Fabio Fernandez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9549122,,Lyuda Gorbach,,,lgorbach@sightwaycapital.com,,List import
10615271,,Vincent Sege,"Financial Advisor, First Vice President, Portfolio Manager, Private Wealth Advisor, Senior Vice President",,vincent.sege@morganstanley.com,,List Import
10823954,Inactive Investor,Jessica Dorais,Senior Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jessica.dorais@ml.com,,Salesforce
10862759,Inactive Investor,Martin Kelly,,"Allstate Financial Services, LLC Somerset NJ 220 Davidson Ave",martinkelly@allstate.com,,Salesforce
10891196,Inactive Investor,Michael Choniski,Founder;Managing Director,"Trendhaven Investment Management, LLC Fairfield CT Private Residence",mike@trendhaven.net,,Salesforce
9556172,,ross c houck,,,1rosscoe@gmail.com,,List import
11223067,,Daniel Massucci,,,dan@massucci1.com,,List Import
9596023,,Ameet Kamath,,,alkamath@capinv.com,,List import
11072479,Inactive Investor,Jason Price,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jason.price@schwab.com,,Salesforce
11005959,Inactive Investor,Donna Richards,,PFS Investments Inc. Cranford NJ 340 N Ave E,donnarichards@primerica.com,,Salesforce
9602589,,Kimberly Dewitt,,,kimberlyld1980@gmail.com,,List import
11127719,Inactive Investor,Jena Kvislen,,LPL Financial LLC Fargo ND 2700 12th Ave S,jena.kvislen@lpl.com,,Salesforce
374669,,JOHN BYRD,,CAH371987550,johnebyrd@yahoo.com,5716438404,Salesforce
9543355,,Andrew Snyder,,,arsnyder@ft.newyorklife.com,,List import
9586211,,Renee Galloway,,,rgalloway@benderlaneadvisory.com,,List import
10935215,Inactive Investor,Ginger Lovett,Senior Investment Associate,Wedbush Securities Inc. Houston TX 4400 Post Oak Pkwy,ginger.lovett@wedbush.com,,Salesforce
11039967,Inactive Investor,Ilana Marcus,Chief Compliance Officer,Humankind Investments,ilana_marcus@humankind.co,,Salesforce
10780775,Inactive Investor,Timothy Driscoll,,Fidelity Brokerage Services LLC,,,Salesforce
10761870,Inactive Investor,Donald Robbins,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Cape May Court House NJ 211 Bayberry Dr",donald.robbins@wellsfargoadvisors.com,,Salesforce
10974546,Inactive Investor,Jorge Alonso,,"Confluence Capital Advisors, LLC Encino CA 16832 Otsego St",,,Salesforce
10842656,Inactive Investor,Daniel Jackson,Client Associate,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",daniel.jackson@rbc.com,,Salesforce
236079,, -,,[[Unknown]],hippieink@sbcglobal.net,,
10977441,Inactive Investor,Zachary Taylor,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11033490,Inactive Investor,Zachary Casey,,"Bankers Life Securities, Inc. Green Bay WI 2100 Riverside Dr",zachary.casey@bankerslife.com,,Salesforce
10988356,Inactive Investor,David Oneill,Wealth Advisor,Heritage Financial LLC,doneill@heritagefinllc.com,,Salesforce
11013973,Inactive Investor,Matthew Schindler,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",matthew.schindler@nm.com,,Salesforce
10873562,Inactive Investor,Sandra Cummings,,"Cambridge Investment Research, Inc. Athens AL Private Residence",scummings@cambridgesecure.com,,Salesforce
10474101,,Xavier Varachez,,,xaviervarachez@gmail.com,,Web Form Fillout
9569669,,Jay Tucker,,,jtucker@gweiss.com,,List import
10947490,Inactive Investor,Justin Schofield,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",justin.schofield@nm.com,,Salesforce
11124861,Inactive Investor,Tony Stinebaugh,Financial Advisor,Edward Jones Wapakoneta OH 404 Hamilton Rd,tony.stinebaugh@edwardjones.com,,Salesforce
10809723,Inactive Investor,James Connors,,"Osaic Wealth, Inc. Wakefield MA 301 Edgewater Pl",,,Salesforce
10957487,Inactive Investor,Brent Wilton,,Fidelity Brokerage Services LLC,,,Salesforce
9601954,,Jeff Powell,,,jeff@elevagepartners.com,,List import
5766714,,Zhi Li,,,zhili109243@gmail.com,7027082744,Web Form Fillout
11195540,Inactive Investor,Jijun Zhang,,Cetera Investment Services LLC Irvine CA 15343 Culver Dr,,,Salesforce
10843324,Inactive Investor,Jeffrey Appelstein,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management;Workplace Advisor - Equity Comp,Morgan Stanley Middleton MA 35 Village Rd,jeffrey.appelstein@morganstanley.com,,Salesforce
10853294,Inactive Investor,William Mclean,Chief Compliance Officer;Managing Member,McLean Capital Management,richard@mcleancapital.com,,Salesforce
342106,,Peter Jasaitis,Vice President,RCP Advisors,pjasaitis@rcpadvisors.com,,
10958849,Inactive Investor,Brian Heaney,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11072721,Inactive Investor,Steven Perlman,First Vice President - Wealth Management,Janney Montgomery Scott LLC Boston MA 60 State St,sperlman@janney.com,,Salesforce
9566508,,Loek Beckers,,,loek_beckers@yahoo.com,,List import
9595873,,Christopher Rowane,,,crowane@bahl-gaynor.com,,List import
10962748,Inactive Investor,Alexander Madoian,,Fidelity Brokerage Services LLC,,,Salesforce
10775867,Inactive Investor,Darren Feld,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",dfeld@mesirowfinancial.com,,Salesforce
54910,,Natalie Medlicott,General Counsel And Chief Compliance Officer,"Proprium Capital Partners, L.p.",natalie.medlicott@proprium.com,203-883-0355,Manual List Upload
11080767,Inactive Investor,Zachary Marks,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",zachary.marks@ml.com,,Salesforce
10936415,Inactive Investor,Jeffrey Meyer,,LPL Financial LLC Sarasota FL Private Residence,jeffrey.meyer@lpl.com,,Salesforce
11138462,Inactive Investor,Rob Cassella,Financial Planner,"Pruco Securities, LLC. Wallingford CT 185 Center St",rob.cassella@prudential.com,,Salesforce
11228794,Inactive Investor,Laila Elsharkawy,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10967337,Inactive Investor,Bridget Leire,,"Raymond James Financial Services, Inc. Carefree AZ 36600 N Pima Rd",bridget.leire@raymondjames.com,,Salesforce
9622664,,Derek Carey,,,dcarey@technicaltruck.com,,List import
10648112,,Mark Culver,,,mark.culver@epiqwest.com,,List Import
11052990,Inactive Investor,Passant Abbas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",passant.abbas@ml.com,,Salesforce
11238242,Inactive Investor,Xun Lin,,PUBLIC RESOURCES ADVISORY GROUP,xlin@pragny.com,,Salesforce
9647614,,Samantha Hengen,,,shengen@rwbaird.com,,List import
11088331,Inactive Investor,Jerry Hurt,Financial Planner,"Mutual of Omaha Investor Services, Inc. Phoenix AZ 3200 E Camelback Rd",jc.hurt@mutualofomaha.com,,Salesforce
336577,,Josh Mcreavy,"Director, Business Development",Cherokee & Walker Management,josh@cherokeeandwalker.com,801-278-7800,Manual List Upload
10903356,Inactive Investor,Eduardo Alvarez,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11194862,Inactive Investor,Gregory Karels,,Cetera Advisors LLC Hilton Head Island SC 50 Sussex Ln,gregory.karels@ceteraadvisors.com,,Salesforce
11204587,Inactive Investor,Maximillian Castillo,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",,,Salesforce
9555647,,carrillo.steve@gmail.com Carrillo,,,carrillo.steve@gmail.com,,List import
11094517,Inactive Investor,Nancy McClintic,Regional Vice President,PFS Investments Inc. Lansing MI 6810 S Cedar St,nancy.mcclintic@primerica.com,,Salesforce
11071201,Inactive Investor,Blake Snyder,,"Cambridge Investment Research, Inc. Greenville IL 1000 E Harris Ave",,,Salesforce
10903377,Inactive Investor,Ruben Trauba,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
9570094,,jean françois,,,lebogosse150@hotmail.fr,,List import
204383,,Taiye Opabunmi,,[Unknown],opabunmi_taiye@yahoo.co.uk,,Organic Search
10828788,Inactive Investor,Gregg Fisher,Founder;Portfolio Manager,"Quent Capital, LLC",gfisher@quentcapital.com,,Salesforce
10862821,Inactive Investor,George Harris,,"Concourse Financial Group Securities, Inc. Gulf Shores AL 1544 W 2nd St",george.harris@concoursefinancial.com,,Salesforce
11234150,Inactive Investor,David Riggenbach,,"Kestra Investment Services, LLC Waterville OH 1052 Pray Blvd",,,Salesforce
11033544,Inactive Investor,Huy Hoang,Financial Advisor,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",huy.hoang@equitable.com,,Salesforce
10831224,Inactive Investor,Michael Quick,Investment Advisor Representative,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10953454,Inactive Investor,Angela Harvey,,"First Horizon Advisors, Inc. Knoxville TN 11864 Kingston Pike",arharvey@ftbadvisors.com,,Salesforce
11004900,Inactive Investor,Aleisha Rockett,,PFS Investments Inc. Flowood MS 1084 Flynt Dr,arockett@primerica.com,,Salesforce
11260045,Inactive Investor,Matthew Royle,,Citigroup Global Markets Inc.,,,Salesforce
222779,,Jose Rodriguez,CEOol,Fintipay,fabfintech@gmail.com,,
11260701,Inactive Investor,Brett Greish,,"WEA Investment Services, Inc.",bgreish@weabenefits.com,,Salesforce
10880969,Inactive Investor,Alison Sanchez,,Morgan Stanley Carlsbad CA 5796 Armada Dr,alison.sanchez@morganstanley.com,,Salesforce
10994066,Inactive Investor,Christopher Reazor,,Santander Securities LLC Reading PA 2220 State Hill Rd,,,Salesforce
11168364,Inactive Investor,Matthew DeCrosta,Financial Advisor;Senior Portfolio Manager;Vice President;Workplace Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,matthew.decrosta@morganstanley.com,,Salesforce
10764797,Inactive Investor,Gianluca Palermo,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",gianluca.palermo@ml.com,,Salesforce
11163658,Inactive Investor,Jeremiah Tucker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland ME 1 Monument Sq",,,Salesforce
10611271,,Constantine Kalivas,"Financial Advisor, Franchise Owner",,constantine.p.kalivas@ampf.com,,List Import
11180527,Inactive Investor,Laura Dealy,,"Manning & Napier Investor Services, Inc.",ldealy@manning-napier.com,,Salesforce
10891746,Inactive Investor,Guy Percy,,Country Capital Management Company Columbus GA 6400 Bradley Park Dr,guy.percy@countryfinancial.com,,Salesforce
10391064,,Antwan Rollins,,,antwanrollins56@gmail.com,,Web Form Fillout
10494549,,Roger Allen,"Chief Compliance Officer, Managing Member","Pathway Wealth Management, LLC",a-roger@pathwealth.com,,List Import
171161,,kevin Landry,,[Unknown],klandry@houwire.com,,
158863,,Marc Schaevitz,,[Unknown],marc.schaevitz@gmail.com,,
11111535,Inactive Investor,David Nahm,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",david.nahm@ml.com,,Salesforce
11167618,Inactive Investor,Andrew Farah,,"Lion Street Financial, LLC Green Bay WI 2985 Voyager Dr",afarah@lionstreet.com,,Salesforce
10835379,Inactive Investor,Rakesh Mohindroo,,"Pruco Securities, LLC. Morrisville PA 91 S Main St",rakesh.mohindroo@prudential.com,,Salesforce
9586686,,Gregory Pierce,,,gpierce@windwardwealthstrategies.com,,List import
10793634,Inactive Investor,John Anderson,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
11083910,Inactive Investor,Kelley Pearson,,"MML Investors Services, LLC",,,Salesforce
10937821,Inactive Investor,Nicholas Mcfarland,Associate;Financial Advisor,Edward Jones Grand Rapids MI 2311 E Beltline Ave SE,nick.mcfarland@edwardjones.com,,Salesforce
1674363,,DAIGORO HATA,,[Unknown],hxy.llc@gmail.com,,
9610765,,Casimer Szyper,,,casimer.szyper@gmail.com,,List import
10819635,Inactive Investor,Rachel D'Entremont,Client Service Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9634008,,Mihailo Bjelic,,,mihailobjelic@gmail.com,,List import
11233450,Inactive Investor,Wang Ting,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,wting@ft.newyorklife.com,,Salesforce
348984,,Kathleen Flynn,Managing Director,"Alex. Brown Realty, Llc",kathleen.flynn@abrealty.com,410-727-4083,Manual List Upload
10649162,,Rahul Majumdar,,,rahulmajumdar738@gmail.com,,Web Form Fillout
9576586,,Raju Manandhar -,,,rajumandhar007@hotmail.com,,List import
9621329,,Alain CHARRIRAS,,,acharriras@gmail.com,,List import
10656093,,Christopher Jackson,,,christopher.jackson@hansonmcclain.com,,List import
10868957,Inactive Investor,Roger Algozo,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1120 Avenue of the Americas,roger.p.algozo@jpmorgan.com,,Salesforce
10509997,,David Sterling,In-House Attorney/Consultant,Sterling Capital Resources,jdadvisor15@gmail.com,,List Import
11218719,,James Dimos,,,james.dimos@lpl.com,,Other
10956738,Inactive Investor,Angel Ramirez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11220008,,Daniel Mock,,,danny@fmbwealth.com,,Other
9572796,,Aleksey Zlotnik,,,aleksey.zlotnik@surveyor-capital.com,,List import
10779824,Inactive Investor,Catherine Deleeuw,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",catherine.portenlanger@rbc.com,,Salesforce
10793454,Inactive Investor,Jay Riggs,Chief Investment Officer;Founder;Managing Member;President,"Riggs Capital Management, LLC Pleasant Grove UT 417 Millcreek Rd",,,Salesforce
10917923,Inactive Investor,Joseph Steck,,J.P. Morgan Securities LLC New York NY 277 Park Ave,joseph.x.steck@chase.com,,Salesforce
10884958,Inactive Investor,James Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 505 Broadway",jb.wilson@ampf.com,,Salesforce
10932191,Inactive Investor,Denise Beaulier,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",denise.beaulier@nm.com,,Salesforce
11114222,Inactive Investor,Michelle Wiley,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
125041,,Christopher Thomas,Financial Advisor,"Wealth Enhancement Advisory Services, Llc",thomas.chris@principal.com,(608) 826-2300,
11151394,Inactive Investor,Woody Margozewitz,,"Calton & Associates, Inc.",wmargozewitz@calton.com,,Salesforce
9556882,,George White,,,alw1152@aol.com,,List import
10659076,,Joseph Shin,,,shin@bessemer.com,,List Import
9604649,,Susana Kuphal Susana Kuphal,,,jgerlach@klocko.net,,List import
9633050,,Tim Yen,,,tyen123ht@gmail.com,,List import
347483,,Teressa Currier,Vice President,"Banes Capital Management, Llc",tcurrier@banescapital.com,901-261-5900,Manual List Upload
11030999,Inactive Investor,Bryce Emo,,Emerson Equity LLC Mill Valley CA Private Residence,,,Salesforce
11064226,Inactive Investor,Ricardo Penafiel,Managing Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,ricardo.s.penafiel@jpmorgan.com,,Salesforce
74131,,Michael Kolzet,,United States,kolzetm@gmail.com,,
9595758,,Amy Reitmeyer,,,amy.reitmeyer@stewardpartners.com,,List import
9636340,,Ayman Al-arrayed,,,ayman.al-arrayed@investcorp.com,,List import
8480986,,William Edwards,,JP Morgan,william.edwards@jpmorgan.com,(513) 238-9455,List Import
9580084,,James Davis,,,jdavis@wundernet.com,,List import
152241,,Mattia Nicolo,,[Unknown],mattiabalazs95@gmail.com,,
9615169,,Siva Nadiminti,,,siva.nadiminti@gmail.com,,List import
9599965,,Shane Isaac,,,sisaac@lincolninvestment.com,,List import
10959520,Inactive Investor,Jack Daufenbach,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jack.daufenbach@jpmorgan.com,,Salesforce
10939117,Inactive Investor,Kirk Bragas,,"Wells Fargo Clearing Services, LLC Sunnyvale CA 1202 E Arques Ave",,,Salesforce
11040437,Inactive Investor,Heidi Termulo,,"Raymond James & Associates, Inc.",heidi.termulo@raymondjames.com,,Salesforce
10844315,Inactive Investor,Wayne Schorpp,Vice President,Schorpp Capital Management North Brunswick NJ 623 Georges Rd,,,Salesforce
10488583,,Fabian Gomez,Chief Operating Officer,Westwood Wealth Management,fgomez@westwoodgroup.com,,List import
10869994,Inactive Investor,David Cohen,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,david_cohen@glic.com,,Salesforce
11051349,Inactive Investor,Robert Raposa,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",rraposa@financialguide.com,,Salesforce
9573605,,Keaton Williams,,,kwilliams2@ftb.com,,List import
333416,,Jordan Rummel,,LVM CAPITAL MANAGEMENT LTD,jrummel@lvmcapital.com,,
11228774,Inactive Investor,Gaston Frayssinet,,J.P. Morgan Securities LLC Indianapolis IN 4710 E 10th St,gaston.frayssinet@jpmorgan.com,,Salesforce
340554,,Daniel Mudd,Member,"Claris Advisors, Llc",dmudd@amdfs.com,314-655-5504,Manual List Upload
11255163,Inactive Investor,Carrie Mcdonnell,Financial Advisor,One Day In July LLC Rochester VT Private Residence,carrie.mcdonnell@onedayinjuly.com,,Salesforce
10762628,Inactive Investor,Deborah Vecchio,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",deborah.vecchio@wellsfargoadvisors.com,,Salesforce
5203494,,Matthew Roy,,N/A,tmmroy@gmail.com,5153444459,Web form fillout
9562917,,Diego Rosas,,,drosas84@gmail.com,,List import
11194551,Inactive Investor,Sebastian Kanczugowski,Financial Advisor;Financial Services Representative,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
10647550,,Lesley Wassam,,,lwassam@oakwoodre.com,,List Import
10832317,Inactive Investor,Kyle Brunette,Financial Advisor,Nicolet Wealth Management,kbrunette@nicoletwealth.com,,Salesforce
11060573,Inactive Investor,Carrie Delgott,Board of Managers;Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,Wescott Financial Advisory Group LLC,cdelgott@wescott.com,,Salesforce
10792547,Inactive Investor,Daniel Owens,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 3053 Meridian Ave",daniel.owens@wellsfargo.com,,Salesforce
11172431,Inactive Investor,Jack Hankins,,Institutional Securities Corporation,jhankins@iscgroup.com,,Salesforce
9642461,,EUGENE LEE,,,eugene.lee999@yahoo.com,,List import
10842727,Inactive Investor,Randy Smith,Financial Advisor;Limited Partner,"Clear Sky Financial, LP",randy@csfplan.com,,Salesforce
10768451,Inactive Investor,Joseph Eichler,Chief Operating Officer;Director;Executive Vice President;Head - Investment Banking;Senior Executive Vice President,Stephens,jeichler@stephens.com,,Salesforce
10980944,Inactive Investor,Kirstin Ricketts,,LPL Financial LLC Omaha NE 14217 Dayton Cir,kirstin.ricketts@lpl.com,,Salesforce
10968259,Inactive Investor,Erin Sarr,,Fidelity Brokerage Services LLC,,,Salesforce
10603705,,Parin Tolia,Chief Investment Officer,J. Safra Asset Management Corporation,parin.tolia@safra.com,,List Import
10981130,Inactive Investor,Joshua Frank,Advisor Associate;Senior Advisor Associate,Wealthspire Advisors Delafield WI 709B Milwaukee St,joshua.frank@wealthspire.com,,Salesforce
11190161,Inactive Investor,Omari Baruti,,Goldman Sachs & Co.,,,Salesforce
11171705,Inactive Investor,Robert Cortez,,J.P. Morgan Securities LLC Los Angeles CA 2175 Colorado Blvd,robert.cortez@jpmorgan.com,,Salesforce
10911974,Inactive Investor,Ryan Swenson,Financial Advisor;Financial Analyst,Commonwealth Financial Network Jupiter FL 110 Bridge Rd,rswenson@commonwealth.com,,Salesforce
9563625,,joe donovan,,,jdonovan@bfa-online.com,,List import
11097517,Inactive Investor,Ryan Knapp,Financial Advisor;Wealth Planner,"Gateway Wealth Partners, LLC Washington IL 126 Eastgate Dr",,,Salesforce
9603477,,Ricardo Gonzalez,,,rgonzalez@missionwealth.com,,List import
9637477,,Eddie Teo,,,eddteots@gmail.com,,List import
11084456,Inactive Investor,James Savage,Vice President;Wealth Manager,Lido Chicago IL 20 N Clark St,jsavage@lidoadvisors.com,,Salesforce
11202249,Inactive Investor,Keanu Martinez,,PFS Investments Inc. Cathedral City CA 35325 Date Palm Dr,keanu.martinez@primerica.com,,Salesforce
9608832,,Isaac Tomoloju,,,isaac4ogbos@gmail.com,,List import
11032813,Inactive Investor,Jeffrey Blum,Vice President - Investments,"Raymond James & Associates, Inc. Westlake Village CA 3027 Townsgate Rd",jeffrey.blum@raymondjames.com,,Salesforce
11119099,Inactive Investor,Earl Robinson,Financial Advisor,LPL Financial LLC Thousand Oaks CA 250 Lombard St,earl.robinson@lpl.com,,Salesforce
11092230,Inactive Investor,Mark Kalmeyer,,"ValMark Securities, Inc. Mentor OH 8500 Station St",,,Salesforce
11183226,Inactive Investor,Craig Meylan,,"The Investment Center, Inc. Murphy TX Private Residence",cmeylan@investmentctr.com,,Salesforce
10817028,Inactive Investor,Peter Gardner,Chief Investment Officer;Co-Founder;Managing Member;Principal,AGW Capital Advisors,,,Salesforce
373616,,Ryan Gray,,[Unknown],ryangray141@gmail.com,,source
9604303,,CARLOS DOMINGO,,,carlos@securitize.io,,List import
11151477,Inactive Investor,Anthony Contreras,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anthony_contreras@vanguard.com,,Salesforce
10619592,,Edwin Watson,,,ted.watson@bcu.org,,List Import
11222985,,Richard Beale,,,rdbeale@oceanparkcapital.com,,List Import
10896105,Inactive Investor,Dustin Jones,Private Client Advisor,J.P. Morgan Securities LLC Carmel IN 13085 Pettigru St,dustin.d.jones@chase.com,,Salesforce
10942130,Inactive Investor,Marissa Beyer,Partner;Senior Wealth Advisor,Fidato Wealth LLC,marissa@fidatowealth.com,,Salesforce
10814286,Inactive Investor,Peggy Anderson,,PFS Investments Inc. Alamogordo NM 307 11th St,peggy.anderson@primerica.com,,Salesforce
10753892,Inactive Investor,Fabian Heller,Financial Advisor;Managing Director,UBS Financial Services Inc. Miami FL 550 Biltmore Way,fabian.heller@ubs.com,,Salesforce
11063581,Inactive Investor,Bruce Skryd,,"Forum Financial Management, LP",bskryd@forumfin.com,,Salesforce
10775555,Inactive Investor,Thomas Reich,,"Kestra Investment Services, LLC Marmora NJ 105 Roosevelt Blvd",,,Salesforce
10976055,Inactive Investor,Mark Faver,,PFS Investments Inc. Sacramento CA 2856 Arden Way,mfaver.kjjc3@primerica.com,,Salesforce
11049919,Inactive Investor,Ard Binwag,,"Transamerica Financial Advisors, Inc Elk Grove CA 3125 Dwight Rd",ard.binwag@tfaconnect.com,,Salesforce
189475,,John Platania,,[Unknown],jrpjs1@gmail.com,,Content
10918835,Inactive Investor,Michael Custer,Financial Advisor,LPL Financial LLC Zeeland MI 1 Royal Park Dr,michaelcuster@lpl.com,,Salesforce
10895439,Inactive Investor,Tiffani Underwood,Client Service Associate,Morgan Stanley Woodland Hills CA 21650 Oxnard St,,,Salesforce
11096385,Inactive Investor,William Bradford,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",wbradford@financialguide.com,,Salesforce
10901608,Inactive Investor,Melynda Woody,Financial Advisor,Edward Jones Sanford NC 1500 Elm St,melynda.woody@edwardjones.com,,Salesforce
11195536,Inactive Investor,Nathaniel Powers,,Cetera Investment Services LLC Jonesborough TN 1460 E Jackson Blvd,nathaniel.powers@ceterais.com,,Salesforce
10975905,Inactive Investor,Kahill Grier,,J.P. Morgan Securities LLC Vacaville CA 2011 Harbison Dr,kahlil.grier@chase.com,,Salesforce
9644201,,Ganesh Kumar,,,ganesha6430@gmail.com,,List import
11014446,Inactive Investor,Gabriela Magana Melo,,J.P. Morgan Securities LLC Denver CO 2980 W Evans Ave,gabriela.magana-melo@jpmorgan.com,,Salesforce
11162884,Inactive Investor,Herbert Beron,Executive Director;Financial Advisor,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,herbert.beron@morganstanley.com,,Salesforce
334080,,Daniel Dayan,"CCO, CIO","Dwd Partners, Llc",ddayan@dwd-partners.com,917-346-5506,Manual List Upload
11079966,Inactive Investor,Jaclyn Walton,,J.P. Morgan Securities LLC Alexandria VA 3625 Richmond Hwy,jaclyn.walton@jpmorgan.com,,Salesforce
10773268,Inactive Investor,Steven Finley,Associate Vice President;Financial Advisor;Global Sports and Entertainment Associate Director,Morgan Stanley Rancho Sante Fe CA 6041 La Flecha,,,Salesforce
9620867,,Jacob Washington,,,jacobmadeco@gmail.com,,List import
10838166,Inactive Investor,Sandeva Morris,Financial Advisor;Investment Advisor;Owner,"Sandy Morris Financial & Estate Planning Services, LLC",sandy@sandymorrisfinancial.com,,Salesforce
10752603,Inactive Investor,James McManus,,"Kestra Investment Services, LLC Louisville CO Private Residence",,,Salesforce
219949,,Cory Angelini,,[Unknown],coryangelini@yahoo.com,,
11181136,Inactive Investor,Kyle Kennedy,,J.P. Morgan Securities LLC New York NY 360 Park Ave,kyle.l.kennedy@jpmorgan.com,,Salesforce
9556157,,Irene Quinones,,,jjq428@aol.com,,List import
10489464,,Neil Rinehart,"First Vice President - Wealth Management, Senior Financial Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",neil.rinehart@ml.com,940-297-6949,List Import
10768201,Inactive Investor,Carmen Fore,,"Northwestern Mutual Investment Services, LLC Thief River Falls MN 321 Labree Ave N",carmen.fore@nm.com,,Salesforce
10946804,Inactive Investor,Mohamed Abdou,Financial Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kearny NJ 240 Kearny Ave",,,Salesforce
11102365,Inactive Investor,Mackey Mcneill,Chief Compliance Officer;Chief Executive Officer;Compliance Officer;Founder;Managing Member;President,The Prosperity People,mackey@mackeyadvisors.com,,Salesforce
9553955,,Edner Granados,,,ednergranados@gmail.com,,List import
11053961,Inactive Investor,Kevin Campbell,,"Avantax Investment Services, Inc. Plymouth MA 18 North St",,,Salesforce
9572050,,Cesar Canizalez,,,ccanizalez@massmutual.com,,List import
10877264,Inactive Investor,Jeffrey Green,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10922305,Inactive Investor,Parker Adam,,Cetera Advisors LLC San Diego CA 1011 Camino Del Rio S,,,Salesforce
11100934,Inactive Investor,Andre Conway,Financial Advisor,Morgan Stanley Greensboro NC 300 N Greene St,andre.conway@morganstanley.com,,Salesforce
4067310,,Ndumiso Non,,,ndumison354@gmail.com,,Web Form Fillout
9595920,,Robert Akeson,,,rakeson@aol.com,,List import
10983087,Inactive Investor,Nathan Singh,,LPL Financial LLC Modesto CA 901 H St,,,Salesforce
4734060,,Roma? Smith,,,romasmith1947rs@gmail.com,,Web Form Fillout
11151224,Inactive Investor,Jeffrey McTiernan,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",jeffrey.mctiernan@valic.com,,Salesforce
11062330,Inactive Investor,Kory Yoder,,NYLIFE Securities LLC Fresno CA 6795 N Palm Ave,kyoder@eaglestrategies.com,,Salesforce
11102655,Inactive Investor,Chingtai Hung,,"Cambridge Investment Research, Inc. Princeton NJ 116 Village Blvd",chingtai.hung-scanga@cir2.com,,Salesforce
10786029,Inactive Investor,David Brown,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,david.n.brown@morganstanley.com,,Salesforce
7541409,,Wei Ting Chao,,,jonwtc@gmail.com,,Web form fillout
10793720,Inactive Investor,Scott Harrison,Senior Business Associate,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",scott.harrison@rbc.com,,Salesforce
10487169,,Katherine Meredith,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",katherine.meredith@ml.com,,List Import
10767889,Inactive Investor,John Banks,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. Edgartown MA Private Residence",john.banks@raymondjames.com,,Salesforce
11023490,Inactive Investor,Jacob Bullock,,The Huntington Investment Company Jackson MI 1111 W North St,jacob.bullock@huntington.com,,Salesforce
11075490,Inactive Investor,Theodore Doremus,Chief Compliance Officer;Chief Executive Officer;Co-Portfolio Manager;Managing Member,"Preston Wealth Advisors, LLC.",tjdoremus@prestonwealthadvisors.com,,Salesforce
11032197,Inactive Investor,Michael Karapetian,Chief Compliance Officer;President,"Lazari Capital Management, Inc.",michael@lazariam.com,,Salesforce
11097400,Inactive Investor,Joshua Harward,,LPL Financial LLC Garner NC Private Residence,josh.harward@lpl.com,,Salesforce
11207431,Inactive Investor,Jon Gross,Chief Compliance Officer;Managing Member,Orderly Finance,,,Salesforce
11059596,Inactive Investor,Kaitlin Donnelly,,Vanguard Marketing Corporation,kaitlin_smith@vanguard.com,,Salesforce
6651991,,Chad Pipkin,,,cpipkin@assuritysystems.com,,Web Form Fillout
11011549,Inactive Investor,Joshua Maldonado,,J.P. Morgan Securities LLC San Fernando CA 402 S Brand Blvd,joshua.maldonado@jpmorgan.com,,Salesforce
10761080,Inactive Investor,William Oliver,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",william.oliver@wellsfargo.com,,Salesforce
11081092,Inactive Investor,Terry Gallamore,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Smith AR 6501 Phoenix Ave",terry.gallamore@raymondjames.com,,Salesforce
11095407,Inactive Investor,Katherine Marano,,Comerica Securities,kmarano@comerica.com,,Salesforce
227578,, -,,[[Unknown]],luisa1919@me.com,,
11108188,Inactive Investor,Glenn Hamler,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Mystic CT 60 Willow St,ghamler@janney.com,,Salesforce
5485459,,tom jack,,,kosoco8863@eilnews.com,,Web Form Fillout
10974556,Inactive Investor,Janio Mendoza Suazo,,Santander Securities LLC Astoria NY 2259 31st St,,,Salesforce
215931,,Hyun Jae Shin,,South Korea,shin421933@gmail.com,,
10952649,Inactive Investor,Shelton Daniels,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",ssdaniels@firstcommand.com,,Salesforce
370938,,Xiuber Teran,,Venezuela,xiuberteran@gmail.com,,Salesforce
10971447,Inactive Investor,Jacob Westphal,Research Analyst,"Heartland Advisors, Inc.",jwestphal@heartlandadvisors.com,,Salesforce
10890091,Inactive Investor,Tiffany Dortch,,"Northwestern Mutual Investment Services, LLC Montgomery AL 8233 Old Federal Rd",,,Salesforce
10945797,Inactive Investor,Rosa Berger,,Edward Jones Gallatin TN 115 E Main St,,,Salesforce
342305,,Alicia Gage,Senior Financial Analyst,Ehlers,agage@ehlers-inc.com,800-717-9742,Manual List Upload
11165435,Inactive Investor,Nicole Freeman,,Goldman Sachs & Co.,nicole.freeman@goldmansachs.com,,Salesforce
11166406,Inactive Investor,Cyprus Williams,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Littleton CO 6930 S University Blvd",cyprus.williams@ml.com,,Salesforce
10960560,Inactive Investor,Troy Pedtke,,"Kestra Investment Services, LLC Nashville IL 9627 Wall St",,,Salesforce
10890056,Inactive Investor,John Rohrbeck,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,rohrbeckj@ceteranetworks.com,,Salesforce
10756802,Inactive Investor,Lorraine Brady,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Oneonta NY 5520 State Hwy 7",lorraine.brady@wellsfargoadvisors.com,,Salesforce
11158707,Inactive Investor,Sallie Caruthers,,Cetera Investment Services LLC Houston TX 3200 Kirby Dr,,,Salesforce
10989536,Inactive Investor,Eric Oneill,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
10957254,Inactive Investor,Brayden Silvey,Trading Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10953115,Inactive Investor,Michael Barone,Financial Advisor,Commonwealth Financial Network Exton PA 110 John Robert Thomas Dr,mbarone@commonwealth.com,,Salesforce
10963707,Inactive Investor,Kenneth Cranstone,Associate Advisor,"Integris Wealth Management, LLC",ken@integriswealth.com,,Salesforce
10863214,Inactive Investor,Rosemary Harris,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,rosemary.harris@primerica.com,,Salesforce
10880228,Inactive Investor,Amy Rosa,,"Steward Partners Investment Solutions, LLC Clearwater FL 600 Cleveland St",amy.rosa@stewardpartners.com,,Salesforce
11236718,Inactive Investor,Andrew Picchietti,Associate Advisor,Midwestern Financial Group,apicchietti@midwesternfinancial.com,,Salesforce
10818007,Inactive Investor,Brian Harmon,Financial Advisor,Edward Jones Vancouver WA 14415 SE Mill Plain Blvd,brian.harmon@edwardjones.com,,Salesforce
11020230,Inactive Investor,Jason Rupp,Financial Professional,LPL Financial LLC Frederick MD Private Residence,jason.rupp@lpl.com,,Salesforce
9612931,,Robert Bacarella,,,rbacarella@monetta.com,,List import
11050213,Inactive Investor,Kay Matsui,,"Transamerica Financial Advisors, Inc Honolulu HI 1050 Queen St",kay.matsui@tfaconnect.com,,Salesforce
11212899,Inactive Investor,Scott Alley,Financial Advisor,Edward Jones Greenwich CT 79 E Putnam Ave,scott.alley@edwardjones.com,,Salesforce
203270,,Gracie Maybell,,[Unknown],gmaybell@pw-inc.com,,Direct
9547824,,John Flood,,,stljfj2@mac.com,,List import
11123685,Inactive Investor,Leo O'Connell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",leo_oconnell@ml.com,,Salesforce
11170064,Inactive Investor,David Hill,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,david.hill@jpmorgan.com,,Salesforce
11016552,Inactive Investor,Sheldon Mckenzie,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
11162243,Inactive Investor,Landon Herrin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10658605,,Edward Bowen,,,ebowen@hightoweradvisors.com,,List Import
9540374,,Travis Prentice,,,tprentice@eaminvestors.com,,List Import
11013265,Inactive Investor,Brian Youngs,,"Madison Avenue Securities, LLC Winter Garden FL 270 W Plant St",,,Salesforce
10637095,,Ghulam Qadir Chandio,,,qadir.chandyo@gmail.com,,Web Form Fillout
337714,,Joseph Champness,Director,Smithbridge Asset Management Inc,jchampness@smithbridgeasset.com,610-361-9141,Manual List Upload
11173355,Inactive Investor,Aime Hernandez,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,aime.ojeda@primerica.com,,Salesforce
11000501,Inactive Investor,Aaron Franklin,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",aaron.m.franklin@nm.com,,Salesforce
11129015,Inactive Investor,Eric Stevens,,"Osaic Wealth, Inc. Bothell WA 18323 Bothell Everett Hwy",,,Salesforce
11152320,Inactive Investor,Brennan Clark,,"Raymond James Financial Services, Inc. Jackson MI 420 S Brown St",brennan.clark@raymondjames.com,,Salesforce
808,,,,,jeffjackson@250okcorp.com,,
11197640,Inactive Investor,Robert Siefert,Principal;Wealth Manager,"Modera Wealth Management, LLC Boston MA 535 Boylston St",bobs@moderawealth.com,,Salesforce
10808754,Inactive Investor,Kevin Brettell,Senior Partner,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",kevin.brettell@equitable.com,,Salesforce
9543273,,Daniel Baldwin,,,dbaldwin@massmutual.com,,List import
11042932,Inactive Investor,Joey Ordway,Financial Advisor,Edward Jones Glendale AZ 3820 W Happy Valley Rd,joey.ordway@edwardjones.com,,Salesforce
9593801,,Candice Richards,,,crichards@atlpartners.com,,List import
10839640,Inactive Investor,Loretta Manzanares,,Snowden Account Services LLC Pasadena CA 225 S Lake Ave,lhoffman@snowdenlane.com,,Salesforce
11226006,,Antwan Lawernce,,,alawrence@marshlandconsultinggroup.com,,Web Form Fillout
9592151,,Catherine Rhee,,,oboxxo@gmail.com,,List import
11085235,Inactive Investor,Bruce Kennedy,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,bruce.kennedy@morganstanley.com,,Salesforce
9570303,,gurjinder johal,,,gjohal1@gmail.com,,List import
10487413,,John Bateman,"Chief Compliance Officer, Chief Operating Officer, President","CPMG, Inc.",jb@cpmg-inc.com,,List import
10944128,Inactive Investor,Juan Letters,,Credicorp Capital LLC,,,Salesforce
10658894,,Thomas Brdecka,,,thomas.brdecka@lpl.com,,List Import
9578556,,gary starr,,,garystarr711@yahoo.com,,List import
10905246,Inactive Investor,Aaron Seitz,,State Farm VP Management Corp. Macomb MI 16392 26 Mile Rd,,,Salesforce
11153348,Inactive Investor,Victor Dupuis,,"MML Investors Services, LLC Kennett Square PA 699 Unionville Rd",vedupuis@financialguide.com,,Salesforce
11130808,Inactive Investor,Jonathan Convery,Financial Advisor,LPL Financial LLC Palm Coast FL 1 Florida Park Dr S,jonathan.convery@lpl.com,,Salesforce
10996020,Inactive Investor,Rush Imhotep,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",rush.imhotep@nm.com,,Salesforce
11180796,Inactive Investor,Colleen Orourke,,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",colleen.orourke@wellsfargoadvisors.com,,Salesforce
10768272,Inactive Investor,Ryan Beasley,,"Ameritas Investment Company, LLC",ryan.beasley@ameritas.com,,Salesforce
10938730,Inactive Investor,Nicole Dutkus,Chief Compliance Officer;Chief Information Security Officer,Biondo Investment Advisors LLC,,,Salesforce
11072510,Inactive Investor,Marvin Boland,,J.P. Morgan Securities LLC Harrisburg NC 4070 Harris Square Dr,,,Salesforce
222969,,Drew Smith,,[Unknown],drew_smith110@yahoo.com,,Direct
11178375,Inactive Investor,Matthew Gross,,LPL Financial LLC Rochester MI 414 East St,matthew.gross@lpl.com,,Salesforce
10978619,Inactive Investor,Donna Elison,,NYLIFE Securities LLC Metairie LA 321 Veterans Memorial Blvd,delacour@ft.newyorklife.com,,Salesforce
10811666,Inactive Investor,Joseph Longobardi,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,joseph.longobardi@morganstanley.com,,Salesforce
10488496,,William Berkeley,"Chief Investment Officer, Regulatory Contact","The B Group, Inc.",pberkeley@bgroupcapital.com,,List Import
10804365,Inactive Investor,Darren Marcantuone,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",darren_marcantuone@ml.com,,Salesforce
10645688,,Thomas McBreen,,,thomas.mcbreen@nm.com,,List Import
9578191,,Zell Steven,,,steve@valueworksllc.com,,List import
11061122,Inactive Investor,Andrea Register,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL Private Residence",,,Salesforce
10972686,Inactive Investor,Wenqi Hu,,Citigroup Global Markets Inc.,,,Salesforce
11030279,Inactive Investor,Thomas Gaffey,,LifeMark Securities Corp. Pearl River NY 1 Blue Hill Plz,tgaffey@lifemark.com,,Salesforce
11113460,Inactive Investor,Stephen Martin,Wealth Manager,LPL Financial LLC Belleville IL 222 W Pointe Dr,s.chris.martin@lpl.com,,Salesforce
10959845,Inactive Investor,Walter Blank,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,walter.blank@pnc.com,,Salesforce
10781973,Inactive Investor,James Buchanan,,J.P. Morgan Securities LLC McLean VA 1750 Tysons Blvd,james.l.buchanan@jpmorgan.com,,Salesforce
10772700,Inactive Investor,Steven Ruderman,Financial Advisor,LPL Financial LLC Tomball TX 19710 FM 2920 Rd,steve.ruderman@lpl.com,,Salesforce
10926612,Inactive Investor,Bernardo Waincier,Client Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,bernardo.waincier@jpmorgan.com,,Salesforce
11078399,Inactive Investor,Gregory Binning,,Jefferies LLC,gbinning@jefferies.com,,Salesforce
9577431,,jp park,,,jp.park.offers@icloud.com,,List import
349119,,Robert Dunn,Managing Member,Thompson Street Capital Manager Llc,rdunn@tscp.com,314-727-2112,Manual List Upload
11125132,Inactive Investor,Chace Mckinney,Financial Advisor,"Wells Fargo Clearing Services, LLC Canton OH 4601 Fulton Dr NW",chace.mckinney@wellsfargoadvisors.com,,Salesforce
248786,,Michael Ashby,Coo,Meraki,ma@merakiglobaladvisors.com,,Manual List Upload
9577646,,Michael Metzger,,,michael.metzger@lfg.com,,List import
10778608,Inactive Investor,Gary Mutz,,"Packerland Brokerage Services, Inc. Brookfield WI 2525 N 124th St",gary_mutz@packerlandbrokerage.com,,Salesforce
9580856,,marco sol,,,mar.sol.touch@gmail.com,,List import
9628671,,nathaniel alasu,,,nathanielalasu@gmail.com,,List import
11231165,Inactive Investor,William Herbig,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",william.herbig@equitable.com,,Salesforce
9553741,,Michael Vandenakker,,,michael@bakerstreetadvisors.com,,List import
10645183,,Anthony Bruno,,,anthony.h.bruno@chase.com,,List Import
11233634,Inactive Investor,Parth Parikh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",,,Salesforce
10860742,Inactive Investor,Perry Shank,,"FBL Marketing Services, LLC Jerome ID 135 Country Ln",perry.shank@fblfinancial.com,,Salesforce
10695784,,Ben Lovitt,,Empower,ben.lovitt@empower.com,,List Import
9596992,,Vy To,,,vy.to@myciowp.com,,List import
11191556,Inactive Investor,Stefano Fanfani,Chief Compliance Officer;President,"UniWealth Advisors, Inc.",,,Salesforce
10905744,Inactive Investor,Gregory Allen,Chief Compliance Officer,"Wellspring Advisors, Inc.",gallen@wellstonewealth.com,,Salesforce
10983354,Inactive Investor,Steven Campbell,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9618253,,Fred Cummings,,,fac@elizabethparkcm.com,,List import
10820032,Inactive Investor,Robert Shelton,Financial Advisor;First Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,robert.shelton@morganstanley.com,,Salesforce
11192013,Inactive Investor,Angela Hart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
321921,,Tibor Orban,Mr,Ringnet,orbant@ringnet.hu,,Manual List Upload
10906396,Inactive Investor,Alan Borko,Senior Vice President,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,alan_borko@glic.com,,Salesforce
10643929,,Lawrence Goldman,,,lawrence.goldman@ceterafs.com,,List Import
11119086,Inactive Investor,John Kuntz,Financial Advisor,LPL Financial LLC Fort Thomas KY Private Residence,,,Salesforce
11052594,Inactive Investor,Michael Wasinski,,"Farmers Financial Solutions, LLC North Royalton OH 12333 Ridge Rd",mwasinski@farmersagent.com,,Salesforce
11056642,Inactive Investor,Jason Hill,,"Osaic Wealth, Inc. Boca Raton FL 2799 NW 2nd Ave",,,Salesforce
11180871,Inactive Investor,Salvatore Renaldi,,"David Lerner Associates, Inc.",sal.renaldi@davidlerner.com,,Salesforce
10867564,Inactive Investor,John Hannigan,Director - Financial Planning;Wealth Advisor,Principle Wealth,jhannigan@principlewealthpartners.com,,Salesforce
10778604,Inactive Investor,Dwight Diener,Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39520 Woodward Ave",dwight.e.diener@ampf.com,,Salesforce
10614765,,Joseph Carmody,"Associate Vice President, Financial Advisor, Senior Vice President",,joseph.carmody@morganstanley.com,,List Import
10921199,Inactive Investor,Elizabeth Moores,,Cetera Advisor Networks LLC Cedar Rapids IA 3720 Queen Ct SW,beth.moores@ceterawealth.com,,Salesforce
10803039,Inactive Investor,Brian Nydegger,Financial Advisor,LPL Financial LLC Westhampton Beach NY 115 Main St,brian.nydegger@lpl.com,,Salesforce
11201881,Inactive Investor,Aaron Case,Market Supervision Manager;Vice President,TD Private Client Wealth LLC Portland ME 1 Portland Sq,aaron.case@td.com,,Salesforce
10487332,,Cory Durham,"Financial Advisor, Vice President - Wealth Management",UBS Financial Services Inc.,cory.durham@ubs.com,,List Import
245653,,Mohamed Ramadan,Head of Personalized Indexing,Vanguard,mohamed_ramadan@vanguard.com,6105039168,Manual List Upload
11146046,Inactive Investor,Merene Makil,Chief Compliance Officer;Controller,"CH Investment Partners, LLC",mmakil@chinvestments.com,,Salesforce
11157605,Inactive Investor,Eric Swanson,Financial Planner,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11051194,Inactive Investor,Steven Chaloupka,Financial Advisor,Edward Jones Boise ID 1789 S Broadway Ave,steven.chaloupka@edwardjones.com,,Salesforce
10878368,Inactive Investor,James Donovan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",james.donovan@tdameritrade.com,,Salesforce
11119805,Inactive Investor,Dean Strom,,"Grove Point Investments, LLC Elm Grove WI 12700 W Bluemound Rd",dstrom@hbeckinc.com,,Salesforce
10850776,Inactive Investor,David Hutchings,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,david.hutchings@fidelity.com,,Salesforce
11017214,Inactive Investor,Ryan Fisher,Chief Compliance Officer;Owner,DentVest LLC,ryan@dentvest.net,,Salesforce
350890,,Brad Reed,"Treasurer, Controller","Exeter Property Group, Llc",breed@exeterpg.com,610-828-3200,Manual List Upload
10908860,Inactive Investor,Tjarda Dijkstra,,MissionSquare Investment Services,,,Salesforce
10817215,Inactive Investor,Brandy Plocinski,Senior Private Client Associate,Janney Montgomery Scott LLC Williamsport PA 25 W 3rd St,bplocinski@janney.com,,Salesforce
9597351,,William Kovalchuk,,,wkovalchuk@claret.ca,,List import
11196273,Inactive Investor,Nelson Braff,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
11183085,Inactive Investor,Russell Palomino,,"Allstate Financial Services, LLC Delano CA 1414 High St",rpalomino1@allstate.com,,Salesforce
11211479,Inactive Investor,Everett Phillips,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",everett.phillips@nm.com,,Salesforce
11180265,Inactive Investor,William Upson,Financial Advisor,NWF Advisory Services Inc Walnut Creek CA 1999 N California Blvd,,,Salesforce
11207159,Inactive Investor,Nicholas Meoli,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",nicholas.meoli@equitable.com,,Salesforce
10760830,Inactive Investor,Michael Vitkansas,,"Kestra Investment Services, LLC Middletown NJ Private Residence",,,Salesforce
10645318,,Michael Hoffman,,,michael.hoffman@us.bnpparibas.com,,List Import
11207254,Inactive Investor,Chana Dominguez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,chana.maeda@jpmorgan.com,,Salesforce
10805258,Inactive Investor,Scott Onofry,,"Cadaret, Grant & Co., Inc. Port Jervis NY 17 E Main St",sonofry@cadaretgrant.com,,Salesforce
10645410,,Kinying Chau,,,kinying.chau@ceterafs.com,,List Import
10757178,Inactive Investor,Stuart Singer,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,stsinger@janney.com,,Salesforce
11017894,Inactive Investor,Lilly Emerson,,LPL Financial LLC La Jolla CA 3366 N Torrey Pines Ct,lilly.emerson@lpl.com,,Salesforce
10876344,Inactive Investor,Joshua Greenberg,,HSBC Securities (USA) Inc.,,,Salesforce
9603902,,ALEXANDRA PRAGER,,,alexandra.n.prager@jpmorgan.com,,List import
10869424,Inactive Investor,Jason Marrero,,J.P. Morgan Securities LLC Bronx NY 1650 E Gun Hill Rd,jason.marrero@jpmorgan.com,,Salesforce
9610586,,Mari Santos,,,mariotis_santos@yahoo.com,,List import
9547919,,Eric Velasquez,,,ericvelasquezgm@gmail.com,,List import
10860463,Inactive Investor,Daniel McCarthy,Social Media Regulatory Principal;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",daniel.mccarthy@ml.com,,Salesforce
11057102,Inactive Investor,Melissa Hughes,,J.P. Morgan Securities LLC Webster TX 18410 Gatebrook Dr,,,Salesforce
242237,,Amirmohammad Jahani,,[Unknown],amir.jahani1997@yahoo.com,,source
10879240,Inactive Investor,Timothy Nabers,Lead Advisor,FMP Wealth Advisers,,,Salesforce
3584174,,Michael Frantom,,,frantomr@gmail.com,,Web Form Fillout
10952048,Inactive Investor,Collin Taheri,Financial Advisor,Edward Jones Clarksville AR 510 S Rogers St,collin.taheri@edwardjones.com,,Salesforce
3617981,,Princes Swetty,,,princesswety998@gmail.com,,Web Form Fillout
11036082,Inactive Investor,Santiago Gonzalez,,"Voya Financial Advisors, Inc. Murrieta CA 29640 Woodlands Ave",santiago.gonzalez@voya.com,,Salesforce
11007344,Inactive Investor,Travis Allen,Chief Compliance Officer,Custom Wealth Planners,,,Salesforce
10993619,Inactive Investor,Colton White,,NYLIFE Securities LLC Cedar Rapids IA 3720 Queen Ct SW,cbwhite@ft.newyorklife.com,,Salesforce
9602027,,Andrew Mezei,,,andrew@huttoncm.com,,List import
10897650,Inactive Investor,William Gammel,,Citigroup Global Markets Inc.,,,Salesforce
11193288,Inactive Investor,Allison Weinberger,Client Specialist,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,aweinberger@rwbaird.com,,Salesforce
10789589,Inactive Investor,Brian Jackson,Financial Advisor,"Ameriprise Financial Services, LLC Riverside CA 4199 Flat Rock Dr",brian.e.jackson@ampf.com,,Salesforce
111403,,David Sox,,RETIRED MD,docsox@aol.com,9167687303,
11181720,Inactive Investor,Martha Cracolice,Portfolio Associate,Morgan Stanley Salem OR 4285 Commercial St SE,martha.cracolice@morganstanley.com,,Salesforce
11011331,Inactive Investor,Trevor Konopka,,Robert W. Baird & Co. Incorporated Houston TX 4801 Woodway Dr,tkonopka@rwbaird.com,,Salesforce
11047463,Inactive Investor,Kim Frink,Financial Planner,LPL Financial LLC Marion MA Private Residence,kim.frink@lpl.com,,Salesforce
10982322,Inactive Investor,Benjamin Bremer,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11051830,Inactive Investor,Kris Richter,,"Farmers Financial Solutions, LLC San Antonio TX 19202 Huebner Rd",krichter@farmersagent.com,,Salesforce
10924370,Inactive Investor,Travis Mitchell,,Cetera Advisor Networks LLC Atlanta GA 2300 Windy Ridge Pkwy SE,mitchellt@ceteranetworks.com,,Salesforce
9605313,,Steven Krawick,,,skrawick@wccadisors.com,,List import
8976,,Martin Bakonyi,,[[Unknown]],matobakonyi@gmail.com,,Paid Social
11079340,Inactive Investor,Enki Younan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",enki.younan@ml.com,,Salesforce
10920152,Inactive Investor,Lindsey McKay,,Cetera Advisor Networks LLC Seattle WA 6000 Southcenter Blvd,lindsey.mckay@mckaywealth.com,,Salesforce
10659904,,David Heller,,,david.heller@lpl.com,,List Import
11022648,Inactive Investor,Yaneyris Burdier,,"U.S. Bancorp Investments, Inc. Eden Prairie MN 300 Prairie Center Dr",,,Salesforce
11030124,Inactive Investor,David Coleman,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",davidcoleman@financialguide.com,,Salesforce
11086839,Inactive Investor,Sharon Berryman,,PFS Investments Inc. Stafford VA 2046 Richmond Hwy,sharon.berryman@primerica.com,,Salesforce
11210804,Inactive Investor,Stephen Torres,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10781888,Inactive Investor,Roger Alvarado,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",roger_alvarado@ml.com,,Salesforce
10845478,Inactive Investor,Jason Dekeuster,Financial Advisor,"MML Investors Services, LLC Saint Paul MN 550 Village Center Dr",jdekeuster@financialguide.com,,Salesforce
10659336,,Anne Baniewicz,,,anne.baniewicz@morganstanley.com,,List Import
352200,,James Pitt,Managing Director,Lexington Advisors Llc,james@lexpartners.com,212-754-0411,Manual List Upload
11168658,Inactive Investor,Meghan Kinsky,,"Garden State Securities, Inc.",kinsky@gardenstatesecurities.com,,Salesforce
1004441,Inactive Investor,Michael Zinaman,,Michael Zinaman,michael.zinaman@fmr.com,,3rd Party Lead Gen
9580186,,brett stapper,,,brettstapper@gmail.com,,List import
219906,,Tanushree Pathak,,[Unknown],tanushree.pthk@gmail.com,,Direct
10990559,Inactive Investor,Taryn Farrington,,LPL Financial LLC Newburgh NY 5075 Rte 9w,taryn.farrington@lpl.com,,Salesforce
10753001,Inactive Investor,Sukru Uluoglu,Executive Director;Regional Compliance Officer,Morgan Stanley Boston MA 28 State St,sukru.uluoglu@morganstanley.com,,Salesforce
11170030,Inactive Investor,William O'Malley,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Portsmouth NH 1 New Hampshire Ave",,,Salesforce
11062640,Inactive Investor,Summer Vaughn,,State Farm VP Management Corp. Milan IL 315 1st Ave W,summer.northcutt.iedb@statefarm.com,,Salesforce
9611496,,Dave Velez,,,al1epicycle@outlook.com,,List import
11092604,Inactive Investor,Christopher Wyllie,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",christopher.wyllie@equitable.com,,Salesforce
10779575,Inactive Investor,Kip Schaefer,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,kip.schaefer@jpmorgan.com,,Salesforce
10873795,Inactive Investor,Chad Disbennett,,"Cambridge Investment Research, Inc. Carroll OH 4660 Old Columbus Rd NW",,,Salesforce
10926362,Inactive Investor,Joshua Thurman,Financial Advisor,The Huntington Investment Company Massillon OH 5338 Wales Ave NW,joshua.thurman@huntington.com,,Salesforce
10973596,Inactive Investor,Arthur Barnette,,"Pruco Securities, LLC. Monroe LA 1900 N 18th St",lee.barnette@prudential.com,,Salesforce
11027246,Inactive Investor,Charles Morris,Registered Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,charlie.b.morris@lpl.com,,Salesforce
10949187,Inactive Investor,Teresa Kakadelas,Advisor;Director - Financial Planning,"Blankinship & Foster, LLC",tkakadelas@bfadvisors.com,,Salesforce
11109101,Inactive Investor,Tamara Johnson,,PFS Investments Inc. Chicago IL 10540 S Western Ave,tamara.johnson@primerica.com,,Salesforce
10612853,,Pasquale Castaldo,Financial Advisor,,pat.castaldo@lpl.com,,List Import
10867516,Inactive Investor,Cheryl Rose,Partner;Wealth Advisor,Constellation Wealth Advisors,cheryl.rose@constellation-wealth.com,,Salesforce
11055315,Inactive Investor,William Lutz,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,william.lutz@gs.com,,Salesforce
224960,,KI HONG KWON,,[Unknown],rlghd6648@naver.com,,
10956580,Inactive Investor,Melissa Hertzberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",melissa.hertzberg@ml.com,,Salesforce
9629226,,Mike Davis,,,mike@delta.london,,List import
227324,, -,,[Unknown],blakedunkelgod@gmail.com,,
11114048,Inactive Investor,George Delbaggio,,Cetera Advisor Networks LLC Altoona PA 1425 11th Ave,,,Salesforce
10856504,Inactive Investor,Raul Amador,Financial Advisor,LPL Financial LLC Corpus Christi TX 500 N Water St,raul.amador@lpl.com,,Salesforce
11034528,Inactive Investor,James Meindl,Wealth Management Associate,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,,,Salesforce
11142758,Inactive Investor,Jaime Sobrepera,,Morgan Stanley Red Bank NJ 20 Linden Pl,jaime.sobrepera@morganstanley.com,,Salesforce
11047944,Inactive Investor,Adam Townsend,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",atownsend@financialguide.com,,Salesforce
9637199,,Bert Getz,,,bgetz@whummer.com,,List import
10657218,,Piero Setta,,,piero.setta@countryfinancial.com,,List Import
11172309,Inactive Investor,Eugene Enders,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",joe.enders@ampf.com,,Salesforce
10956937,Inactive Investor,Colin Moor,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,colin.moor@fidelity.com,,Salesforce
10914815,Inactive Investor,Justin Bain,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10807983,Inactive Investor,Thomas Chancellor,Financial Advisor,"RFG Advisory, LLC Fort Worth TX Private Residence",tchancellor@rfgadvisory.com,,Salesforce
9597961,,Stephanie Wagner,,,stephanie@cypressmgmt.com,,List import
10937188,Inactive Investor,Maritess Paule,,PFS Investments Inc. Billings MT 1643 Lewis Ave,maritess.paule@primerica.com,,Salesforce
11118173,Inactive Investor,Noralba Mares,,NYLIFE Securities LLC Mission TX Private Residence,nmares@ft.newyorklife.com,,Salesforce
10907577,Inactive Investor,Mark Cieslak,,"Avantax Investment Services, Inc. Chicago IL 500 N Michigan Ave",,,Salesforce
10804615,Inactive Investor,Luke Chapman,Financial Professional,"MML Investors Services, LLC New Castle DE 15 Reads Way",lchapman@financialguide.com,,Salesforce
10850490,Inactive Investor,Pete Angelokostopoulos,Financial Advisor,PNC Investments Rocky River OH 21670 Center Ridge Rd,pete.angelokostopoulos@pnc.com,,Salesforce
10987199,Inactive Investor,Catherine Ciprich,,"MML Investors Services, LLC",,,Salesforce
9573569,,Richard Reagan,,,rick.reagan@reaganinvesting.com,,List import
10951610,Inactive Investor,Alejandro Gonzalez,,Fidelity Brokerage Services LLC,,,Salesforce
11129995,Inactive Investor,Dustin Lewis,,"Farmers Financial Solutions, LLC Houston TX 11757 Katy Fwy",dlewis2@farmersagent.com,,Salesforce
11295343,,razak noorman,,,secondchannel73@gmail.com,,Web Form Fillout
10757052,Inactive Investor,Julia Ridgway,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",julia.ridgway@ml.com,,Salesforce
10999265,Inactive Investor,Matthew Pfeifer,Financial Advisor,Edward Jones Lincoln NE 6030 Village Dr,matthew.pfeifer@edwardjones.com,,Salesforce
11163686,Inactive Investor,Darby Dettra,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",darby.dettra@ml.com,,Salesforce
10773551,Inactive Investor,Paul Wunsch,Financial Advisor;Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,paul.wunsch@hilltopsecurities.com,,Salesforce
9628253,,Joel Mattix,VP,LPL Financial,joel.mattix@lplfinancial.com,760-212-9750,List import
9605743,,Kelly Crug,,,kelly.crug@andersentax.com,,List import
145783,,Bill McCausland,,[Unknown],billpsu1992@yahoo.com,,Organic Search
143595,,Matthew Cooper,President,"Beacon Pointe Advisors, Llc",mcooper@bpadvisors.com,(949) 718-1600,
9627558,,Stephen Voljavec,,,stephen_voljavec@blackburn.senate.gov,,List import
10971069,Inactive Investor,Christopher McDonald,Financial Planning Counselor;Investment Advisor,Fisher Investments,,,Salesforce
11086387,Inactive Investor,Austin Phillips,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10976890,Inactive Investor,Sean Patterson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10820287,Inactive Investor,Matthew Niedringhaus,Financial Advisor,LPL Financial LLC Saint Louis MO 11960 Westline Industrial Dr,matthew.niedringhaus@lpl.com,,Salesforce
10851150,Inactive Investor,Jennalyn Aceron,,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",,,Salesforce
11036161,Inactive Investor,William George,Financial Advisor,LPL Financial LLC Farmington CT 6 Executive Dr,elias.george@lpl.com,,Salesforce
11143385,Inactive Investor,Timothy Mullins,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 9020 Stony Point Pkwy",timothy.mullins@wellsfargoadvisors.com,,Salesforce
11080060,Inactive Investor,Samuel Kirkendoll,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
50161,,Patrick Fay,Advisor,"Silversword Asset Management, Llc",pfay@ssgi.com,402-964-5594,Manual List Upload
9587040,,Wendy Wu,,,wuwendy@hotmail.com,,List import
10815605,Inactive Investor,Bonnie Corbett,Financial Advisor,Edward Jones Shreveport LA 2533 Bert Kouns Industrial Loop,bonnie.lea@edwardjones.com,,Salesforce
11178519,Inactive Investor,Deborah Van Doorne,,Fidelity Brokerage Services LLC,,,Salesforce
9597537,,Heather Gilroy,,,hgilroy@ctcmycfo.com,,List import
10999008,Inactive Investor,Daniela Ricaldone,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,daniela.ricaldone@lpl.com,,Salesforce
9587065,,Corey Spevack,,,cspevack@acorecapital.com,,List import
10873775,Inactive Investor,William Basel,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",wbasel@massmutual.com,,Salesforce
9583547,,David Bach,,,dbach@oldsecond.com,,List import
10997842,Inactive Investor,Eduardo Vazquez,,J.P. Morgan Securities LLC Chicago IL 1130 S Canal St,eduardo.vazquez@jpmorgan.com,,Salesforce
9611021,,Edward Hatfield,,,erh@solecap.com,,List import
11024874,Inactive Investor,Joseph Butcher,Wealth Advisor,"Jacobi Capital Management, LLC",jbutcher@jacobicapital.com,,Salesforce
2543231,,Reeta Mahto,,,reetamahto66@gmail.com,,
10961879,Inactive Investor,Jordan Dillon,,"Cambridge Investment Research, Inc. Hartville OH 203 S Prospect Ave",,,Salesforce
11196516,Inactive Investor,Burke Gull,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,burkegull@statefarm.com,,Salesforce
10493202,,Rick zhang,,,czha546@emory.edu,,Web Form Fillout
371517,,Robert Neal,,[Unknown],rneal@camdeninvest.com,,Salesforce
9639870,,David Reirden,,,david.reirden@thermo.com,,List import
10812784,Inactive Investor,Jon Herod,,"Avantax Investment Services, Inc. Abilene TX 100 Chestnut St",,,Salesforce
10997097,Inactive Investor,Jennifer Austin,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",,,Salesforce
11052951,Inactive Investor,Ignacio Aguirre Mijares,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
11180342,Inactive Investor,Cheryl Esayian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",cheryl_esayian@ml.com,,Salesforce
10782054,Inactive Investor,John Duford,Financial Advisor;First Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,john.duford@morganstanley.com,,Salesforce
10939835,Inactive Investor,Carlos Nunez,,"Farmers Financial Solutions, LLC Laredo TX 6423 McPherson Rd",cnunez@farmersagent.com,,Salesforce
11090662,Inactive Investor,David Borenstein,Financial Advisor,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",david.a.borenstein@wellsfargo.com,,Salesforce
242328,,Darren Yan,Regional Director,[Unknown],darren.yan@fenergo.com,,Database Upload
10881927,Inactive Investor,Bruce Vernon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11080657,Inactive Investor,David Gilson,Research Analyst;Senior Fixed Income Analyst,"Brandes Investment Partners, LP",david.gilson@brandes.com,,Salesforce
11222173,,Payam Taghibagi,,,pt@seia.com,,List Import
10864966,Inactive Investor,Molly Ellis,,"Equitable Advisors, LLC Indiana PA 60 Hamill Rd",molly.ellis@equitable.com,,Salesforce
9556088,,Dominick Kennedy -,,,piffycoins@gmail.com,,List import
10866287,Inactive Investor,Jason Green,,"Regal Securities, Inc. Fort Myers FL 4300 Ford St",jgreen@regalsecurities.com,,Salesforce
10810724,Inactive Investor,Kyle Travis,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",travisk@stifel.com,,Salesforce
238100,, -,,[[Unknown]],kwon0621@gmail.com,,
10769659,Inactive Investor,Wanda Honorio,,"Wells Fargo Clearing Services, LLC Davenport FL 8100 Lake Wilson Rd",wanda.honorio@wellsfargo.com,,Salesforce
335416,,Mary Hengehold,Compliance,Hcm Wealth Advisors,maryanne@hengeholdcapital.com,513-598-5120,Manual List Upload
10870414,Inactive Investor,Salvatore Aprile,,"Osaic Wealth, Inc. Commack NY 58 Vanderbilt Motor Pkwy",,,Salesforce
11025323,Inactive Investor,Austin Baker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10968214,Inactive Investor,Kelsey Worley,,Goldman Sachs & Co.,,,Salesforce
225654,, -,,[[Unknown]],dimitro@yahoo.com,,Initial Salesforce Import
346112,,David Pruitt,"Member, Chief Compliance Officer","Ashdon Investment Management, Llc",david@ashdon.com,931-461-5733,Manual List Upload
10839837,Inactive Investor,Daniel Robertson,,Cetera Financial Specialists LLC Emporia KS 1225 W 6th Ave,daniel.robertson@ceterafs.com,,Salesforce
9593339,,Kemp Ross,,,kemp.ross@towerswatson.com,,List import
9583013,,Mark Boyar,,,mboyar@boyarvalue.com,,List import
10947503,Inactive Investor,Emily Mascio,Wealth Management Advisor,Founders Financial Securities LLC Finksburg MD 2200 Baltimore Blvd,,,Salesforce
10965530,Inactive Investor,Chase Craig,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",chase.craig@ml.com,,Salesforce
11033146,Inactive Investor,Clay Yeo,,"FBL Marketing Services, LLC Noblesville IN 1805 S 10th St",clay.yeo@fblfinancial.com,,Salesforce
11117227,Inactive Investor,Jing Liu,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Pasadena CA 929 Fair Oaks Ave",,,Salesforce
11062168,Inactive Investor,Kimberely Davis,,"Raymond James Financial Services, Inc. Lewes DE 17644 Coastal Hwy",kimberely.davis@raymondjames.com,,Salesforce
232530,, -,,[[Unknown]],criptomonedamx18@gmail.com,,
341261,,Chris Cassidy,Operating Partner,Mainsail Partners,chris@mainsailpartners.com,512-772-2260,Manual List Upload
9628277,,Roshan Mathew,,,jaickjohn1@gmail.com,,List import
9561927,,Clayton Sanford,,,clayton.sanford@fidelity.com,,List import
10935560,Inactive Investor,Chase Gould,Financial Advisor,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,chase.gould@thrivent.com,,Salesforce
10770319,Inactive Investor,Ted Smola,Financial Advisor,"Wells Fargo Clearing Services, LLC Akron OH 3800 Embassy Pkwy",ted.smola@wellsfargoadvisors.com,,Salesforce
10999744,Inactive Investor,Henry Phan,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10782159,Inactive Investor,Ashlee Garn,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,ashlee.garn@fidelity.com,,Salesforce
9546995,,Robert Dewey,,,robert.dewey3@gmail.com,,List import
11046692,Inactive Investor,Malinda Maile,Client Associate;Client Service Associate,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,malinda.maile@ubs.com,,Salesforce
10811148,Inactive Investor,John Davis,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",lee.davis@ampf.com,,Salesforce
10768657,Inactive Investor,Dana Gray,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,,,Salesforce
10973578,Inactive Investor,Jason Bailey,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,jason.bailey@primerica.com,,Salesforce
10911223,Inactive Investor,Russell George,,"Osaic Wealth, Inc. Twin Falls ID 583 Ib Perrine Rd",,,Salesforce
5174029,,JC Marino,,,jcm@advanceddosageforms.com,,Web Form Fillout
10510381,,Dr. John Davenport,Senior ETF Specialist,Invesco,john.davenport@invesco.com,,List Import
10960644,Inactive Investor,James Arnold,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_arnold@vanguard.com,,Salesforce
9637079,,Ross Gatlin,,,ragtlin@prophetequity.com,,List import
11169653,Inactive Investor,Fareeha Shah,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
194536,,Michael McLeod,,[Unknown],holyrood@outlook.com,,source
337603,,Colin Heafy,Vice President,"Key Group Management, Inc.",colinh@keygroupwealth.com,480-477-5252,Manual List Upload
10956028,Inactive Investor,Anthony Nichols,,"Wells Fargo Clearing Services, LLC Conshohocken PA 1 Fayette St",,,Salesforce
9616269,,Babikian Aram,,,aram.babikian@amun.com,,List import
9556637,,Houssein ghasemi,,,hastcouin@gmail.com,,List import
11164419,Inactive Investor,Vincent Baxter,,"CreativeOne Securities, LLC San Jose CA 1101 S Winchester Blvd",,,Salesforce
227743,, -,,[[Unknown]],blhiggott@gmail.com,,Organic Search
10880317,Inactive Investor,Gilbert Kuta,,Aegis Capital Corp. Lutherville Timonium MD 201 W Padonia Rd,gkuta@aegiscap.com,,Salesforce
10809766,Inactive Investor,Christopher Fudacz,Financial Advisor,LPL Financial LLC Chicago IL 3808 N Central Ave,christopher.fudacz@lpl.com,,Salesforce
11165779,Inactive Investor,Daniel Clarke,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",daniel.clarke@wellsfargoadvisors.com,,Salesforce
11288569,Inactive Investor,Christopher Omueti,Asset Management | Due Diligence,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",christopher.omueti@schwab.com,720-895-3400,Salesforce
11169880,Inactive Investor,Alejandro Zamora,Private Client Investment Associate,J.P. Morgan Securities LLC Oak Creek WI 7980 S Howell Ave,alejandro.x.zamora@jpmorgan.com,,Salesforce
11027305,Inactive Investor,Nicole Hurley,Chief Compliance Officer;Vice President,"Hurley Wealth Management Group, Inc Burlingame CA 1601 Bayshore Hwy",nicole@hurleywealth.com,,Salesforce
10937009,Inactive Investor,Frank Hesch,,"Osaic Wealth, Inc. Allentown PA 884 Oplinger Rd",,,Salesforce
10928622,Inactive Investor,James Haltiwanger,Financial Advisor,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",james.haltiwanger@raymondjames.com,,Salesforce
11104811,Inactive Investor,James Reddington,Financial Advisor,"Equitable Advisors, LLC Fort Myers FL 9530 Marketplace Rd",james.reddington@equitable.com,,Salesforce
11016459,Inactive Investor,Carrie Short,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",carrie_short@ml.com,,Salesforce
10760650,Inactive Investor,Kara Nixon,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,kara.porter@fidelity.com,,Salesforce
11120256,Inactive Investor,Timothy Collins,,J.P. Morgan Securities LLC Denver CO 1455 16th St,timothy.collins@jpmorgan.com,,Salesforce
10795949,Inactive Investor,Sara Tilberg,Financial Advisor,LPL Financial LLC North Mankato MN 1822 Commerce Dr,sara.tilberg@lpl.com,,Salesforce
9614865,,Jordan Kula,,,jkula@slwam.com,,List import
10874003,Inactive Investor,Emily Milligan,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",emily.milligan@nm.com,,Salesforce
9566863,,Richard Hartney,,,richard.hartney@valic.com,,List import
11065514,Inactive Investor,Kenneth Ingraham,,PFS Investments Inc. Tampa FL 4809 E Busch Blvd,kenneth.ingraham@primerica.com,,Salesforce
10362689,,Jay Lee,,,jwlee3584@gmail.com,,Web form fillout
8733983,,chuck sailors,,,cts.finance@outlook.com,,Web Form Fillout
11181357,Inactive Investor,Timothy Bosworth,Financial Planner,"Pruco Securities, LLC. Austin TX 8911 N Capital of Texas Hwy",tim.bosworth@prudential.com,,Salesforce
11108986,Inactive Investor,Thomas Cohn,Chief Investment Officer;Partner,Cerity Partners LLC,tcohn@ceritypartners.com,,Salesforce
10944313,Inactive Investor,Maurice Shaw,,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,maurice.shaw@primerica.com,,Salesforce
11008716,Inactive Investor,Chase Weaver,,"ValMark Securities, Inc. Elkhorn NE 20507 Nicholas Cir",,,Salesforce
11147500,Inactive Investor,Deborah Pirner,,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 1 Independent Dr",debbie.pirner@wellsfargoadvisors.com,,Salesforce
9618581,,Robert Wallendorf,,,robert@westernstandardllc.com,,List import
11198550,Inactive Investor,Larry Marshall,,"FBL Marketing Services, LLC Portales NM 120 E 2nd St",larry.marshall@fbfs.com,,Salesforce
11005244,Inactive Investor,Robert Persons,Financial Advisor,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",robert.persons@raymondjames.com,,Salesforce
10860067,Inactive Investor,Gregory Viechnicki,Chief Compliance Officer;Managing Member,"Viechnicki Wealth Mgmt, LLC",,,Salesforce
226753,, -,,[[Unknown]],tmoyer1942@yahoo.com,,Initial Salesforce Import
11084183,Inactive Investor,Susan Powers,,Cetera Advisors LLC Elkhorn NE 3422 N 190th Plz,susan.powers@ceteraadvisors.com,,Salesforce
11036042,Inactive Investor,Samuel Bastian,,"Raymond James & Associates, Inc.",samuel.bastian@raymondjames.com,,Salesforce
11293233,,Walter Foley,,,unwantedjunk2023@duck.com,4783148182,Web Form Fillout
9563431,,Tugberk Yuce,,,yuce@hexagonstrategic.com,,List import
339506,,Kenneth Colton,Managing Director,Lazard Asset Management Canada Inc,kenneth.colton@lazard.com,212-632-6000,Manual List Upload
215968,,kensuke TANAKA,,[Unknown],cosmos@kensuket.com,,
11206424,Inactive Investor,Michael Shea,,Fidelity Brokerage Services LLC,,,Salesforce
9600311,,Kelly Emerine,,,kelly.emerine@argi.net,,List import
10868538,Inactive Investor,Vancliff Johnson,,Goldman Sachs & Co.,,,Salesforce
10939622,Inactive Investor,Roman Meyerhans,Financial Advisor;Managing Director,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",,,Salesforce
9563390,,carl silva,,,fieldengr@cox.net,,List import
10772945,Inactive Investor,Michael Stewart,,Morgan Stanley Pasadena CA 55 S Lake Ave,michael.g.stewart@morganstanley.com,,Salesforce
10988842,Inactive Investor,Maria Bollo,,"Raymond James & Associates, Inc.",maria.bollo@raymondjames.com,,Salesforce
11045583,Inactive Investor,Jody Clayton,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
5194215,,WILLIAM DAVLIN,,,billdavlin@yahoo.com,,Web Form Fillout
11120393,Inactive Investor,Jeromie Park,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,jeromie.park@gs.com,,Salesforce
11016251,Inactive Investor,Carol Agro,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,carol.agro@primerica.com,,Salesforce
11172798,Inactive Investor,Richard Getty,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,richard.getty@fidelity.com,,Salesforce
10833431,Inactive Investor,Doris Heller,Paraplanner,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",doris.a.heller@ampf.com,,Salesforce
10850072,Inactive Investor,Deborah North,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",deborah_north@ml.com,,Salesforce
11045820,Inactive Investor,Collin Bopp,,MWA Financial Services Inc. Greenwood IN 625 N Madison Ave,collin.m.bopp@mwarep.org,,Salesforce
10843120,Inactive Investor,Douglas Quilling,,"Level Four Financial, LLC Panama City FL 225 Forest Park Cir",dquilling@levelfourfinancial.com,,Salesforce
11043699,Inactive Investor,Jeffrey Burrell,Financial Advisor,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jeffrey.burrell@jpmorgan.com,,Salesforce
10794957,Inactive Investor,Kurt Rieke,Co-Head - Portfolio Management;Executive Committee Member;Managing Director;Member,Hall Capital Partners LLC,krieke@hallcapital.com,,Salesforce
9568324,,Jeff Keller,,,jk@boxminer.io,,List import
212529,,matthew vasko,,[Unknown],mvasko10@gmail.com,,source
205045,,Scott Stanek,,FedEx,scottstanek@hotmail.com,4086053251,
3858252,,Sarah Lashbrook-Bullock,,,jabencaleb@yahoo.com,,Web Form Fillout
11191002,Inactive Investor,Jason Ingraham,Member,Kanon Bloch Carre Norwell MA 167 Washington St,,,Salesforce
11184217,Inactive Investor,Caitlyn Miano,,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",,,Salesforce
22077,,Todd Mason,"Chief Operating Officer, Chief Compliance Officer",Alpine Associates Management Inc.,tmason@alpineassociates.com,1-201-871-0866,Manual List Upload
4901604,,Jonathan Glaser,,,jon@jmgcapital.com,,Web form fillout
11105361,Inactive Investor,Salvatore Petruzzellis,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,salvatore_petruzzellis@glic.com,,Salesforce
9577776,,Lani Botha,,,lanib@channelport.co.za,,List import
238229,,tofuroo@yahoo.com Markley,,[Unknown],tofuroo@yahoo.com,,
10952461,Inactive Investor,Saki Kurose,Associate Financial Advisor,Omega Wealth Management LLC,saki@omegawealthmanagement.com,,Salesforce
11163918,Inactive Investor,Jerrold Filipski,,"Osaic Wealth, Inc. Middletown DE Private Residence",,,Salesforce
10845389,Inactive Investor,Michael Chen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10837543,Inactive Investor,Brent Mares,Financial Advisor,LPL Financial LLC Greenville WI W6416 Greenville Dr,brent.mares@lpl.com,,Salesforce
10950327,Inactive Investor,Assyria Wilson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,assyria.wilson@fidelity.com,,Salesforce
11075679,Inactive Investor,Philip Hyatt,Retirement Planning Specialist,"Equitable Advisors, LLC Denver CO Private Residence",philip.hyatt@equitable.com,,Salesforce
11165528,Inactive Investor,Maria Marshall,,J.P. Morgan Securities LLC Houston TX 600 Travis St,maria.marshall@jpmorgan.com,,Salesforce
10927633,Inactive Investor,Joseph Williams,,LPL Financial LLC Camas WA 2136 Division St,,,Salesforce
10981198,Inactive Investor,Jordan Mitchell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jordan_mitchell@vanguard.com,,Salesforce
9613916,,Henrik Andersson,,,handersson@gmail.com,,List import
11177732,Inactive Investor,Shane Delaney,,"Northwestern Mutual Investment Services, LLC Lake Havasu City AZ 2176 McCulloch Blvd N",shane.delaney@nm.com,,Salesforce
238094,, -,,[[Unknown]],emiliencoueffe955@gmail.com,,
11072704,Inactive Investor,Nelson Perez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10615989,,Paul Vanecek,,,p.vanecek@lpl.com,,List Import
11118532,Inactive Investor,Quinn Douglas,,Fidelity Brokerage Services LLC,,,Salesforce
11118829,Inactive Investor,Derek Wilson,,LPL Financial LLC Placentia CA 1204 E Yorba Linda Blvd,,,Salesforce
11172545,Inactive Investor,Daniel Bott,First Vice President - Wealth Management;Global Institutional Consultant;Senior Portfolio Manager;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",daniel_bottsr@ml.com,,Salesforce
178547,,Alina Brugal,Client Services Assistant,[Unknown],abrugal@corbincapital.com, +1 212 634 7375,Database Upload
11062417,Inactive Investor,Russell Watkins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
8647424,,PIERRE BALATOCAN,,,pierrebalatocan@gmail.com,,Web Form Fillout
220151,,Quentin Gigon,,[Unknown],qgigon@protonmail.com,,Direct
335837,,Jesse Piburn,,Personal Capital Advisors Corporation,jesse.piburn@personalcapital.com,303-892-5700,
11068476,Inactive Investor,Angel Berlingeri,,"Cadaret, Grant & Co., Inc. Lubbock TX 8002 Abbeville Ave",,,Salesforce
11018287,Inactive Investor,Shannon Barnwell,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 1616 Concierge Blvd",shannon_barnwell@ml.com,,Salesforce
11181410,Inactive Investor,Fahrudin Velic,Senior Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
10813747,Inactive Investor,Alfonso Gialanella,Financial Advisor,"Wells Fargo Clearing Services, LLC Westfield NJ 600 S Ave W",alfonso.a.gialanella1@wellsfargoadvisors.com,,Salesforce
11122254,Inactive Investor,Marsha McCubbins,Financial Advisor,Edward Jones Shelby MT 402 Front St,marsha.mccubbins@edwardjones.com,,Salesforce
10829592,Inactive Investor,Mark Upchurch,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,mark.upchurch.cz1d@statefarm.com,,Salesforce
9557531,,Binko kolopa,,,jmvypdo@karenkey.com,,List import
11170147,Inactive Investor,Eymeris Acevedo,,PFS Investments Inc. Gaithersburg MD 9841 Washingtonian Blvd,eymeris.acevedo@primerica.com,,Salesforce
10574696,,Suwandi Wandi,,,wandimaryam@gmail.com,,Web Form Fillout
11199186,Inactive Investor,Matthew Cooley,Chief Compliance Officer;Financial Advisor;Founder,Inspire Wealth Partners,,,Salesforce
11133522,Inactive Investor,Michael DeCorleto,Senior Vice President,UBS Financial Services Inc. Hartford CT 1 State St,michael.decorleto@ubs.com,,Salesforce
10913012,Inactive Investor,Nohra Bello,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,sam.bello@fmr.com,,Salesforce
11195289,Inactive Investor,Christine Hugmeyer,,"Osaic Institutions, Inc. Byron Center MI 2261 84th St SW",chugmeyer@infinexgroup.com,,Salesforce
11133880,Inactive Investor,Christopher Sullivan,,Oppenheimer & Co. Inc. Minneapolis MN 100 S 5th St,chris.sullivan@opco.com,,Salesforce
9573075,,Michael Reynolds,,,mreynolds@thoroughbredfinancial.com,,List import
10829664,Inactive Investor,Robert Granite,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,robert.granite@morganstanley.com,,Salesforce
11087471,Inactive Investor,Chelsea Randolph-Hunter,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,chelsearandolphhunter@primerica.com,,Salesforce
10790909,Inactive Investor,Sterling Swaim,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 110 Oakwood Dr",sterling.swaim@wellsfargoadvisors.com,,Salesforce
10756549,Inactive Investor,Angela Marsh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",angela_marsh@ml.com,,Salesforce
239810,,Matthias Niklowitz,Reporter,HZ Insurance Magazine,matthias.niklowitz@hzinsurance.ch,,Event
10795526,Inactive Investor,Adam Garretson,Financial Advisor,"Wells Fargo Clearing Services, LLC Clinton NJ 32 Pittstown Rd",adam.garretson@wellsfargo.com,,Salesforce
10969737,Inactive Investor,Ivan Jardee,,PFS Investments Inc. Gillette WY 3805 S Douglas Hwy,ivan.jardee@primerica.com,,Salesforce
9565310,,Petrut Aurel Vintilescu,,,petrut0609@gmail.com,,List import
10845374,Inactive Investor,Edmund Muenchen,,"Fifth Third Securities, Inc. Cincinnati OH 6101 Glenway Ave",,,Salesforce
3082973,,Colin Fidler,,,colinf@ovationmortgage.com,,
9647367,,Prentis Sayers,,,prentis.becksayers@coinsquare.com,,List import
11184963,Inactive Investor,Ronald Schwarz,,"The Investment Center, Inc. N. Bethesda MD Private Residence",rschwarz@investmentctr.com,,Salesforce
11055310,Inactive Investor,Kristine Magagna,,Goldman Sachs & Co.,kristine.luat@gs.com,,Salesforce
10929318,Inactive Investor,Dean Brennan,Client Specialist,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,,,Salesforce
11017972,Inactive Investor,Christopher Cavazos,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
9559203,,Bahador Mohammadzadeh,,,bhdr.m.z@gmail.com,,List import
11014235,Inactive Investor,Kevin Rosenthal,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10826339,Inactive Investor,Lisa Bergman,Senior Client Service Associate,"Raymond James & Associates, Inc. Mount Laurel NJ 3000 Atrium Way",lisa.bergman@raymondjames.com,,Salesforce
10619866,,Kirt Hartman,,,kirt.hartman@gillsoncapital.com,,List Import
10871792,Inactive Investor,Evelyn White,,"U.S. Bancorp Investments, Inc. Concord CA 1875 Willow Pass Rd",evelyn.white@usbank.com,,Salesforce
11061532,Inactive Investor,Stephanie Shirey,,J.P. Morgan Securities LLC Granville OH 116 Broadway E,stephanie.shirey@chase.com,,Salesforce
10948492,Inactive Investor,Karen Fitch,,J.P. Morgan Securities LLC Liverpool NY 4169 Elmcrest Rd,karen.e.fitch@chase.com,,Salesforce
10946489,Inactive Investor,Brandy Weiberg,Head - Operations;Managing Director,Wealthcare Capital Management LLC Brookfield WI Private Residence,bweiberg@wealthcarecapital.com,,Salesforce
10817859,Inactive Investor,Jessica Wade,,State Farm VP Management Corp. Kelso WA 314 Pacific Ave S,jessicaguido@statefarm.com,,Salesforce
10811115,Inactive Investor,Karen Oaster,Regional Leader,PFS Investments Inc. Burnsville MN 900 W 128th St,karen.oaster@primerica.com,,Salesforce
10864986,Inactive Investor,Joan Long,,PFS Investments Inc. Hickory NC 1375 Lenoir Rhyne Blvd SE,joan.long@primerica.com,,Salesforce
10858225,Inactive Investor,Selena Smith,Registered Associate,Morgan Stanley Colchester VT 105 W View Rd,selena.malfa@morganstanley.com,,Salesforce
10965953,Inactive Investor,Jordan Lenderman,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",jordan.lenderman2@equitable.com,,Salesforce
11017547,Inactive Investor,Yaniv Barad,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,ybarad@ft.newyorklife.com,,Salesforce
10842117,Inactive Investor,John Bair,Chief Compliance Officer;Owner;President,"Ascend Wealth Advisors, LLC",jhb@ascendwealthadvisors.com,,Salesforce
149495,,ram Chandra,,[Unknown],rcs758@gmail.com,,
10980462,Inactive Investor,Cynthia White,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",cynthia.white@nm.com,,Salesforce
11190502,Inactive Investor,Jared Richardson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11167403,Inactive Investor,Chase Lako,Financial Advisor,Morgan Stanley Bismarck ND 4207 Boulder Ridge Rd,chase.lako@morganstanley.com,,Salesforce
11030002,Inactive Investor,Stephen Hackman,Managing Principal;President,Hackman Financial Group,shackman@hackmanfinancial.com,,Salesforce
10894749,Inactive Investor,Andrew Hill,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10908574,Inactive Investor,Sharon Bryant,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",sharon.bryant@firstcitizens.com,,Salesforce
10854143,Inactive Investor,Kathleen Gregory,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Roseland NJ 5 Becker Farm Rd",kathleen.gregory@tiaa.org,,Salesforce
11206538,Inactive Investor,Angela Holt,,PFS Investments Inc. Southfield MI 24123 Greenfield Rd,aholt.kex67@primerica.com,,Salesforce
9558063,,Lisa Hayes,,,lisa.hayes2@suntrust.com,,List import
11086385,Inactive Investor,Mathew Maier,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10857213,Inactive Investor,Allen Souza,,PFS Investments Inc. Rancho Cucamonga CA 10601 Civic Center Dr,allen.souza@primerica.com,,Salesforce
11079399,Inactive Investor,Robert Murdock,Financial Advisor,Edward Jones South Elgin IL 81 S Mclean Blvd,bob.murdock@edwardjones.com,,Salesforce
11197825,Inactive Investor,Patrick Gilroy,,"Raymond James & Associates, Inc.",patrick.gilroy@raymondjames.com,,Salesforce
9567259,,Sasha Steinbeck,,,steinbeck.sasha@principal.com,,List import
9604302,,KOBIR AHMED,,,kobiraghmed8277395@gmail.com,,List import
10876411,Inactive Investor,James Foster,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,james.foster.jymj@statefarm.com,,Salesforce
111398,,Ryan Urabe,,Holomua Development,rurabe@gmail.com,8087414278,Organic Search
10959810,Inactive Investor,Neena King,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11014641,Inactive Investor,Jamie Carlson,Financial Advisor,Edward Jones Elk River MN 305 Jackson Ave NW,,,Salesforce
9565826,,Paul Muller,,,pmuller@visionretirement.com,,List import
10920031,Inactive Investor,Lindsey Bessy,Senior Consultant,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",bessy.lindsey@principal.com,,Salesforce
10938194,Inactive Investor,Joshua Lowe,Financial Advisor,Edward Jones Harrisonburg VA 41 Court Sq,joshua.lowe@edwardjones.com,,Salesforce
11068673,Inactive Investor,Michael Porricelli,Associate;Private Client Advisor,Connectus Wealth Greenwich CT 1 Greenwich Ofc Park,mporricelli@connectuswealth.com,,Salesforce
9576298,,Ritesh -,,,riteshnj123@gmail.com,,List import
225592,, -,,[[Unknown]],myfragances@hotmail.es,,Initial Salesforce Import
11140041,Inactive Investor,Lisa Alexander Howard,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9548393,,Karl Bair,,,k.bair@transamerica.com,,List import
337581,,Sangyeup Lee,Chief Operating Officer,Jericho Capital Asset Management L.p.,slee@jerichocap.com,212-946-7650,Manual List Upload
11071296,Inactive Investor,Allyson Kiel,Private Wealth Advisor,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",allysonkiel@synovus.com,,Salesforce
11116108,Inactive Investor,Marc Staley,Financial Advisor,LPL Financial LLC Batavia NY 216 E Main St,marc.staley@lpl.com,,Salesforce
10889456,Inactive Investor,Mathew Lambert,,LPL Financial LLC San Diego CA 4707 Executive Dr,mathew.lambert@lpl.com,,Salesforce
11202620,Inactive Investor,Robert Fuller,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,robert.fuller@fidelity.com,,Salesforce
10619432,,Steven Anderson,,,steven.anderson@morganstanley.com,,List Import
10617427,,Kenneth Langston,,,klangston@williamblair.com,,List Import
11201233,Inactive Investor,Michael Cartolano,,Cetera Advisor Networks LLC Scottsdale AZ 9059 E Bahia Dr,,,Salesforce
233146,, -,,[[Unknown]],mf.loustaunau@gmail.com,,
10761362,Inactive Investor,Charles McCool,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,charles.mccool@ubs.com,,Salesforce
10962740,Inactive Investor,Michael Strucke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10843669,Inactive Investor,David Hollander,Chairman;Chief Executive Officer;Founder;President,"Liberty Wealth Management, LLC",,,Salesforce
10759229,Inactive Investor,Robert Hunter,Director;Vice Chairman,FCI Advisors Kansas City MO 442 W 47th St,robert.hunter@fciadvisors.com,,Salesforce
10899874,Inactive Investor,Shawn Buys,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",shawn.buys@tiaa.org,,Salesforce
346417,,Todd Glisson,Chief Manager,"Covenant Partners, Llc",glisson@covenantpartnersllc.com,615-665-1801,Manual List Upload
40073,,John McCraw,,Lincoln Financial Advisors Corporation,lou.mccraw@lfg.com,610-727-4949,
10878840,Inactive Investor,Patrick Iles,,Jefferies LLC Stamford CT 1 Station Pl,piles@jefferies.com,,Salesforce
11047737,Inactive Investor,Priyanka Kalra,,The Huntington Investment Company Naperville IL 425 W Ogden Ave,priyanka.kalra@huntington.com,,Salesforce
11003588,Inactive Investor,Ryan Dethlefs,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10934763,Inactive Investor,Charles Triana,,"Bankers Life Securities, Inc. Orland Park IL 10310 Orland Pkwy",charles.triana@bankerslife.com,,Salesforce
10800145,Inactive Investor,Clifton Geisleman,,"Raymond James Financial Services, Inc. Hot Springs Village AR 399 Ponce de Leon Dr",clifton.geisleman@raymondjames.com,,Salesforce
10908506,Inactive Investor,Michael Dollins,,"Osaic Wealth, Inc. Los Alamitos CA Private Residence",,,Salesforce
10606332,,Alexander Smith,"Financial Advisor, Portfolio Manager, Senior Director",Oppenheimer & Co. Inc.,alex.smith@opco.com,212-667-4145,List Import
10812820,Inactive Investor,Stanley Kottke,Associate,Thrivent Investment Management Inc. Woodstock IL 715 N Concord Dr,stan.kottke@thrivent.com,,Salesforce
11068758,Inactive Investor,Crystal Martinez,,State Farm VP Management Corp. El Paso TX 11617 Pellicano Dr,,,Salesforce
10812214,Inactive Investor,Timothy Udager,,NYLIFE Securities LLC Rapid City SD 401 3rd St,tudager@ft.newyorklife.com,,Salesforce
10778561,Inactive Investor,Daniel Bernier,Supervisory Director,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,daniel.j.bernier@jpmorgan.com,,Salesforce
10775013,Inactive Investor,John Kane,Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,john.f.kane@jpmorgan.com,,Salesforce
10928038,Inactive Investor,Garrett Newman,Financial Advisor,LPL Financial LLC San Diego CA 1255 Scott St,garrett.newman@lpl.com,,Salesforce
10491037,,Arthur Jayemanne,,,jayemanne@hotmail.com,,Web Form Fillout
11099195,Inactive Investor,Bruce Stamper,Chief Compliance Officer;Chief Portfolio Manager;President,"Stamper Capital & Investments, Inc. Corona Del Mar CA 2721 E Coast Hwy",cstamper@risk-adjusted.com,,Salesforce
10771477,Inactive Investor,Jeffrey Marks,Owner;President,"Prime Financial Strategies, Inc. Colorado Springs CO 3253 W Carefree Cir",,,Salesforce
11023048,Inactive Investor,Michael Herrick,,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,michael.herrick@thrivent.com,,Salesforce
11198793,Inactive Investor,James Englert,Founder,"High Falls Advisors, Inc.",jenglert@highfallsadvisors.com,,Salesforce
11040393,Inactive Investor,David Kabanda,,J.P. Morgan Securities LLC Shorewood IL 906 W Jefferson St,david.kabanda@chase.com,,Salesforce
10766952,Inactive Investor,Mary Cobb,Financial Consultant,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",mary.tran@wellsfargoadvisors.com,,Salesforce
236992,, -,,[[Unknown]],iznweb@gmail.com,,
11055325,Inactive Investor,Eileen Lapann,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10974305,Inactive Investor,Justin Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10613793,,Michael Sparks,"Financial Advisor, Financial Professional",,msparks@financialguide.com,,List Import
11140234,Inactive Investor,Tongtong Han,,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,tongtong.han@jpmorgan.com,,Salesforce
10844759,Inactive Investor,Shannon Bender,Financial Advisor;Wealth Advisor,LPL Financial LLC York PA 2145 White St,shannon.bender@lpl.com,,Salesforce
10812399,Inactive Investor,Rochelle Wacker,Senior Client Associate,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",rochelle.wacker@wellsfargoadvisors.com,,Salesforce
11055809,Inactive Investor,William Peterson,,"Osaic Wealth, Inc. Ontario OR Private Residence",,,Salesforce
10905627,Inactive Investor,Michael Harris,,"RBC Capital Markets, LLC",,,Salesforce
10930841,Inactive Investor,James Arnold,Chief Compliance Officer;Managing Member,"Arnold Insurance & Financial Services, LLC",terri@arnoldfinancialservices.com,,Salesforce
11147583,Inactive Investor,Richa Chugh,,UBS Financial Services Inc.,,,Salesforce
10326087,,Esteban Rodriguez Jr.,,,thabo22@mail.com,,
10561197,,Andrew Shestek,,,ashestek@gmail.com,,Web Form Fillout
11203862,Inactive Investor,Donald Hutson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",donald_hutson@ml.com,,Salesforce
10983327,Inactive Investor,Miguel Duarte,Financial Associate,Commonwealth Financial Network Phoenix AZ 4647 N 32nd St,mduarte@commonwealth.com,,Salesforce
11104686,Inactive Investor,Peter Harper,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11202985,Inactive Investor,Nicholas Crosson,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11130458,Inactive Investor,Lisa Rohrbaugh,Financial Advisor,"Osaic Wealth, Inc. Yakima WA 2408 Fruitvale Blvd",,,Salesforce
11066962,Inactive Investor,William Flaherty,,"Avantax Investment Services, Inc. Orland Park IL 7600 Hemlock Dr",,,Salesforce
11210052,Inactive Investor,Robert Henry,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,,,Salesforce
10989976,Inactive Investor,Dwaine Campbell,,NYLIFE Securities LLC,,,Salesforce
11124438,Inactive Investor,Karen Sedano,,J.P. Morgan Securities LLC El Cajon CA 2644 Jamacha Rd,karen.sedano@jpmorgan.com,,Salesforce
10508661,,Hughes Liu,,,i@hughesliu.com,,Web Form Fillout
9578777,,William Karrash,,,wkarrash@blbb.com,,List import
11198290,Inactive Investor,Cinthia Diaz-Rodriguez,,J.P. Morgan Securities LLC Vernon Rockville CT 35 Talcottville Rd,cinthia.diaz-rodriguez@jpmorgan.com,,Salesforce
11024907,Inactive Investor,Raphael Freitas,,Bradesco Investments Inc.,,,Salesforce
10938223,Inactive Investor,Preston Foulks,Private Wealth Advisor,"Osaic FA, Inc. Poughkeepsie NY Private Residence",preston.foulks@lfg.com,,Salesforce
10962898,Inactive Investor,Shannon Lindquist,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",shannon.lindquist2@equitable.com,,Salesforce
9612786,,Amir Bashir,,,amirbashir42@gmail.com,,List import
11122717,Inactive Investor,Sebastian Bulfamante,Financial Advisor,LPL Financial LLC New Rochelle NY 276 Overlook Rd,s.bulfamante@lpl.com,,Salesforce
10956811,Inactive Investor,Kristin Nendza,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 4651 Salisbury Rd",kristin.nendza@ampf.com,,Salesforce
10893809,Inactive Investor,William Haynes,,Cetera Investment Services LLC Bossier City LA 2948 E Texas St,bill.haynes@ceterafs.com,,Salesforce
342636,,Jonathan Mills,"Director, Co-Chief Executive Officer",Metropolis Capital Limited,jonathan.mills@metropoliscapital.co.uk, -4911260,Manual List Upload
11200830,Inactive Investor,Alison Moss,Chairman;Chief Executive Officer;Regulatory Contact,Paul Comstock Partners,alison.moss@paulcomstockpartners.com,,Salesforce
10956373,Inactive Investor,Joseph Labs,,Fidelity Brokerage Services LLC,joseph.labs@fmr.com,,Salesforce
9596652,,Erich Yost,,,eyost@veritablelp.com,,List import
10644266,,Alexander Schwarz,,,alexander.schwarz@jpmorgan.com,,List Import
10768232,Inactive Investor,Victor Kovachevich,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",vic.kovachevich@schwab.com,,Salesforce
10856518,Inactive Investor,Paul Crouch,,Cetera Financial Specialists LLC Lake Forest IL 707 Buena Rd,paul.crouch@ceterafs.com,,Salesforce
9637662,,Jeff Malluck,,,jeffrey.malluck@aon.com,,List import
10788447,Inactive Investor,Michael Richards,,Jefferies LLC,mrichards@jefferies.com,,Salesforce
82221,,Daniel Sundheim,"Chief Investment Officer, Limited Partner",D1 Capital Partners L.p.,ir@d1capital.com,212-390-9100,Manual List Upload
11040680,Inactive Investor,Victor Chiodini,,LPL Financial LLC Ada MI Private Residence,victor.chiodini@lpl.com,,Salesforce
332297,,shishuai lu,,[Unknown],517951247@qq.com,,
9641651,,ff ll,,,info@vimals.net,,List import
10927400,Inactive Investor,Barton Zeeh,,"FBL Marketing Services, LLC Prairie Du Chien WI 63151 Vineyard Rd",,,Salesforce
10919084,Inactive Investor,Rocio Derodriguez,,"Kestra Investment Services, LLC Dublin CA Private Residence",,,Salesforce
10937274,Inactive Investor,Scott McKenzie,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",scott.mckenzie@truist.com,,Salesforce
6017629,,Jewelene Smith,,,hexiti1682@chnlog.com,,Web Form Fillout
9572481,,Victor varela,,,vvarela1975@gmail.com,,List import
10960236,Inactive Investor,Brian Cloherty,Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,brian.cloherty@jpmorgan.com,,Salesforce
9545168,,Patrick Probst,,,patrick@fampro.online,,List import
11000810,Inactive Investor,Raul Bonini,,MissionSquare Investment Services,,,Salesforce
3247509,,James Rasmussen,,,san1jcr@gmail.com,,Web Form Fillout
84203,,Yanni Melissas,,United States,londonioannis@gmail.com,,
11237132,Inactive Investor,Clay Purvis,,"724 Capital, LLC",,,Salesforce
154951,,Shell Chen,,[Unknown],hpcxy.865636728@qq.com,,Organic Search
11058291,Inactive Investor,Timothy Bywalski,Financial Advisor,Edward Jones Pittsburgh PA 4146 Library Rd,tim.bywalski@edwardjones.com,,Salesforce
100204,,Renee Burnett,CCO,"Kiker Wealth Management, Llc",renee@kikerwealth.com,706-253-7285,Manual List Upload
9614222,,rara rara,,,pardot@te.cl,,List import
11131019,Inactive Investor,Erica Means,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",erica.r.means@ml.com,,Salesforce
9633849,,Jay Jones,,,jonesjl57@yahoo.com,,List import
10931498,Inactive Investor,Elizabeth Kilmer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",elizabeth.kilmer@ml.com,,Salesforce
11146082,Inactive Investor,Arturo Carrera Munoz,Chief Financial Officer,Andbanc Advisory LLC,,,Salesforce
10775681,Inactive Investor,John Molster,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",john.molster@truist.com,,Salesforce
249374,,Konstantinos Ayfantopoulos,Portfolio Manager,Iolcus Investments,k.ayfantopoulos@iolcus.gr,,Manual List Upload
10887971,Inactive Investor,William Runion,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,dan.runion.quhb@statefarm.com,,Salesforce
249220,,Joshua Bruckstein,,ICE,joshua.bruckstein@ice.com,,Manual List Upload
11164449,Inactive Investor,Michael Schultz,Chief Compliance Officer;President,"Venn Wealth & Benefit Services, LLC",meschultz@venn.us,,Salesforce
11167667,Inactive Investor,David Merola,,The Huntington Investment Company Columbus OH 800 High St,,,Salesforce
10773835,Inactive Investor,Cheryl Petrigliano,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,cheryl.petrigliano@ubs.com,,Salesforce
11028361,Inactive Investor,Linda Konzelman,,J.P. Morgan Securities LLC Ventura CA 2075 S Victoria Ave,linda.konzelman@jpmorgan.com,,Salesforce
9625527,,Jed Grant,,,jed@kyc3.com,,List import
9575998,,kritine holley,,,gartus0110@gmail.com,,List import
10764395,Inactive Investor,Veronica Perez,Chief Compliance Officer;Senior Vice President,Fields Gottscho Capital Management LLC,perezv@fieldsgottscho.com,,Salesforce
10852844,Inactive Investor,Joshua Griffin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,joshua.griffin@fidelity.com,,Salesforce
337033,,Mark Zoldan,Chief Financial Officer,"Marblegate Asset Management, Llc",mzoldan@marblegate.com,203-413-6940,Manual List Upload
205083,,Susan Iorns,,[Unknown],susan.iorns@gmail.com,,
11212091,Inactive Investor,Donna Kinzer,,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,dkinzer@rwbaird.com,,Salesforce
10871856,Inactive Investor,Andrea Henry,Financial Advisor,LPL Financial LLC Pittsfield IL 1159 W Washington St,andi.henry@lpl.com,,Salesforce
9600832,,Evgeniy Bukholdin,,,denbukholdin@gmail.com,,List import
11180608,Inactive Investor,Bret Schaefer,,"Landolt Securities, Inc.",bret.schaefer@landoltsecurities.com,,Salesforce
11233698,Inactive Investor,Clive Orgill,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,toddorgill.team@fidelity.com,,Salesforce
9548542,,Connie Bright,,,candssalon@hairdresser.net,,List import
9584731,,Sarah Scruggs Reddell,,,sscruggs@financialguide.com,,List import
10848970,Inactive Investor,Steven Stahlberg,Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Roseville CA 2901 Douglas Blvd,sstahlberg@dadco.com,,Salesforce
10822645,Inactive Investor,Jeffrey Tyler,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",jeff.tyler@nm.com,,Salesforce
10774312,Inactive Investor,Tami Lanzisera,Principal,"Ashton Thomas Securities, LLC",wihlen@excelsecurities.com,,Salesforce
11263734,Inactive Investor,John Foster,,"JNBA Financial Advisors, LLC",john.foster@jnba.com,952-844-0995,Salesforce
10974766,Inactive Investor,Nathaniel Stevens,Financial Advisor,"CUSO Financial Services, L.P. Dayton OH 3560 Pentagon Blvd",,,Salesforce
10906785,Inactive Investor,Gabriela Almagro,,PFS Investments Inc. Cranford NJ 340 N Ave E,gabriela.almagro@primerica.com,,Salesforce
340899,,Nate Richter,"CFP, CHFC",Strategic Wealth Group,nrichter@saltf.com,952-955-7865,Manual List Upload
10756265,Inactive Investor,Justin Policare,Wealth Management Associate,Morgan Stanley Baltimore MD 1201 Wills St,justin.policare@morganstanley.com,,Salesforce
10883691,Inactive Investor,Jason Ozone,Chief Compliance Officer;Chief Financial Officer,"Lagoda Investment Management, L.P.",jozone@lagodaim.com,,Salesforce
9616807,,Sanaa Taraman,,,sana4784@gmail.com,,List import
10801005,Inactive Investor,Christopher Coyne,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",chris.coyne@nm.com,,Salesforce
10828064,Inactive Investor,Terence Dowling,Financial Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,terence.dowling@morganstanley.com,,Salesforce
11101799,Inactive Investor,Mohammed Waseem,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,,,Salesforce
11260958,Inactive Investor,Mitchell Vandenheuvel,Associate Wealth Manager,"Annex Wealth Management, LLC",mvandenheuvel@annexwealth.com,,Salesforce
10617026,,Andrew Schniers,,,andrew.schniers@citi.com,,List Import
10988511,Inactive Investor,Allison Lawson,,J.P. Morgan Securities LLC Portsmouth NH 1574 Woodbury Ave,allison.lawson@jpmorgan.com,,Salesforce
11216934,,Jenna Gabriel,,,jgabriel@nb.com,,Other
10772519,Inactive Investor,Ernest Joseph,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Boston MA 53 State St",ernie.joseph@rbc.com,,Salesforce
11094000,Inactive Investor,Brett Thompson,Financial Advisor,Edward Jones Edmond OK 17300 N May Ave,brett.thompson@edwardjones.com,,Salesforce
11011914,Inactive Investor,Timothy Argyres,,J.P. Morgan Securities LLC Walnut Creek CA 1656 N California Blvd,timothy.argyres@jpmorgan.com,,Salesforce
10753392,Inactive Investor,Rohini Raghubans,,"Wells Fargo Clearing Services, LLC Totowa NJ 501 Union Blvd",rohini.raghubans@wellsfargoadvisors.com,,Salesforce
223809,,Jarrod Becker,CCO,Adirondack Research & Management Inc.,jbecker@adirondackfunds.com,518-690-0470,Manual List Upload
11027354,Inactive Investor,John Doane,,"IBN Financial Services, Inc. Wenham MA Private Residence",,,Salesforce
10954111,Inactive Investor,Shairon Richards,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
46005,,Edwin Cultra,,"MML Investors Services, LLC",scultra@financialguide.com,901-746-6342,
9599899,,user 19,,,user192329@protonmail.com,,List import
10918072,Inactive Investor,Arthur Sisco,,LPL Financial LLC Westwood NJ 381 Broadway,arthur.sisco@lpl.com,,Salesforce
11118203,Inactive Investor,James Roh,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",james_roh@ml.com,,Salesforce
10794772,Inactive Investor,Francis Williams,Member,Gilder Gagnon Howe & Co. LLC,fwilliams@gghc.com,,Salesforce
142063,,Venus Caruso,,[Unknown],venuscaruso.esq@outlook.com,,source
9575277,,Corey Carney,,,carney.corey@principal.com,,List import
9602279,,SERDAR KELLECI,,,skelleci01@gmail.com,,List import
11235835,Inactive Investor,Albert Oxenreiter,Wealth Manager,Confluence Financial Partners,alby.oxenreiter@confluencefp.com,,Salesforce
10821798,Inactive Investor,Michael Laporte,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lemoyne PA 525 N 12th St",michael.laporte@wfafinet.com,,Salesforce
11069361,Inactive Investor,Brendan Dooley,Chief Compliance Officer;Founder;President;Principal,Meaningful Wealth Management LLC Philadelphia PA Private Residence,,,Salesforce
118529,,Jeffrey Brewer,Relationship Manager,Lincoln Financial Advisors Corporation,jeffrey.brewer@lfg.com,800-237-3813,
10945986,Inactive Investor,Mark Molk,,The Huntington Investment Company Dover OH 232 W 3rd St,mark.molk@huntington.com,,Salesforce
11140418,Inactive Investor,Glen Titan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2029 Century Park E,glen.titan@ubs.com,,Salesforce
10910902,Inactive Investor,Kristan Lamont,,LPL Financial LLC Clear Lake IA 322 Main Ave,kris.lamont@lpl.com,,Salesforce
11124174,Inactive Investor,Paul Hensley,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",paul.hensley@nm.com,,Salesforce
10611791,,Isabella Griffin,Financial Advisor,,isabella.griffin@raymondjames.com,,List Import
10917811,Inactive Investor,Jordan Greene,Financial Planner,LPL Financial LLC Morganton NC 205 N King St,jordan.greene@lpl.com,,Salesforce
10889298,Inactive Investor,Alana Emitte,Treasurer,DAE Wealth Management,,,Salesforce
11107296,Inactive Investor,Jordan Hermes,,J.P. Morgan Securities LLC Gold Canyon AZ 5305 S Superstition Mountain Dr,jordan.hermes@jpmorgan.com,,Salesforce
11067560,Inactive Investor,Jordan Lewis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jordan.lewis@fidelity.com,,Salesforce
10875513,Inactive Investor,Katie Mettler,,"Raymond James Financial Services, Inc. Honolulu HI 1348 Hunakai St",katie.mettler@raymondjames.com,,Salesforce
9629327,,Ajay Chandhok,,,ajay.chandhok@gmail.com,,List import
9541753,,Carlos Amarante,,,catchau79@gmail.com,,List import
9605524,,Jason Frost,,,thejasonfrost@gmail.com,,List import
10957143,Inactive Investor,Sharon Flaspohler,Vice President,LPL Financial LLC,sharon.flaspohler@lpl.com,,Salesforce
10827538,Inactive Investor,Douglas Graham,First Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,douglas.graham@ubs.com,,Salesforce
1003469,Inactive Investor,Sam Friedman,,M. D. Sass Investors Services,sfriedman@mdsass.com,,3rd Party Lead Gen
11111380,Inactive Investor,Michael Bratsztein,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",michael.bratsztein@schwab.com,,Salesforce
10933256,Inactive Investor,Janel Fahey,Registered Client Service Associate,"Raymond James & Associates, Inc. Duncanville TX 222 E Wheatland Rd",janel.fahey@raymondjames.com,,Salesforce
9555883,,Dennis Nelson,,,dennis@naplesmoneymanagers.com,,List import
232515,, -,,[[Unknown]],rphtomski1@yahoo.com,,Organic Search
10861975,Inactive Investor,Jonathan Thibodeaux,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,jonathan.thibodeaux@opco.com,,Salesforce
10908698,Inactive Investor,Mark Berube,Chief Compliance Officer;Owner;President,Patriot Advisory Group,mark@patriotadvisory.com,,Salesforce
9590560,,Bethany Foullois,,,bfoullois@lnkpartners.com,,List import
9581925,,Rickey Tiedemann,,,ricktiedemann@berthelrep.com,,List import
4915774,,Daniel Fordyce,,,danleaps@gmail.com,7133049201,Web Form Fillout
11028165,Inactive Investor,Marie Henneburg,,Jefferies LLC,mhenneburg@jefferies.com,,Salesforce
372289,,Prem Chahal,,United States,chahalp@yahoo.com,,Salesforce
10616728,,Matthew Gebert,,,matthew.gebert@ml.com,,List Import
11235838,Inactive Investor,Todd Howland,Chief Compliance Officer;Financial Consultant,Savvy Wealth Management,thowland@savvy-wealth.com,,Salesforce
10996625,Inactive Investor,Marcelino Bueno,,J.P. Morgan Securities LLC Bellport NY 32 Station Rd,,,Salesforce
10754679,Inactive Investor,Brian Wilcox,,"Northwestern Mutual Investment Services, LLC Watertown NY 200 Washington St",brian.wilcox@nm.com,,Salesforce
9559746,,Gary Spitz,,,gspitz@mtrushmgt.com,,List import
11003180,Inactive Investor,Nathan Irby,Financial Advisor,"Westpark Wealth Advisors, Inc. Baton Rouge LA Private Residence",,,Salesforce
10750421,Inactive Investor,Francisco Cruz Rizek,,"Gamma Securities, LLC San Juan 500 Calle de la Tanca",,,Salesforce
11122116,Inactive Investor,Alyssa Cripps,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",alyssa.cripps@prudential.com,,Salesforce
10892530,Inactive Investor,Douglas Kronk,President;Principal,"Vector Financial Services, LLC",dkronk@vector-financial.com,,Salesforce
10644646,,Brodie Monical,,,bmonical@interactivebrokers.com,,List Import
9633388,,Sherry Yeatts,,,sryeatts@hotmail.com,,List import
11236847,Inactive Investor,Gabriel Kaufmann,Financial Advisor,"HD Money, Inc.",,,Salesforce
10779133,Inactive Investor,Connie Buckley,Financial Planning Associate;Sales Assistant;Senior Registered Associate,Morgan Stanley Tulsa OK 2200 S Utica Pl,connie.moore@morganstanley.com,,Salesforce
10926160,Inactive Investor,Patricia Drnach,,LPL Financial LLC Sewickley PA 2200 Georgetown Dr,patricia.drnach@lpl.com,,Salesforce
6939280,,mikola nujiko,,,geripot190@wireps.com,,Web Form Fillout
10769033,Inactive Investor,Brian Siano,,"Kestra Investment Services, LLC New York NY 200 Park Ave",brian.siano@nfp.com,,Salesforce
11038453,Inactive Investor,Chakrist Sangchan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10656902,,Elena Verbych,,,elena.verbych@chase.com,,List Import
11125090,Inactive Investor,Jack Kauss,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10819157,Inactive Investor,Tommy Juca,,Revere Securities LLC,tjuca@reveresecurities.com,,Salesforce
10799372,Inactive Investor,David Gray,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",dgray@truist.com,,Salesforce
10911449,Inactive Investor,Grace Murray,,State Farm VP Management Corp. Elmwood Park IL 7035 W Grand Ave,gracemurray@statefarm.com,,Salesforce
10863223,Inactive Investor,Lorain Granberg,,"Empower Financial Services, Inc Oakfield WI Private Residence",,,Salesforce
11163397,Inactive Investor,George Gelston,,"MML Investors Services, LLC Annapolis MD 433 Fourth St",ggelston@massmutual.com,,Salesforce
10899784,Inactive Investor,Janet Hite,,Purshe Kaplan Sterling Investments San Bernardino CA 301 E Vanderbilt Way,,,Salesforce
11196361,Inactive Investor,Daniel Estes,Advisor;Chief Compliance Officer;Principal,Pin Oak Investment Advisors Inc,destes@pinoakinc.com,,Salesforce
9541652,,Brad Diamond,,,bdd567@optonline.net,,List import
11133944,Inactive Investor,Robert Fitzwilson,Chief Compliance Officer;Chief Investment Officer;Director;President,The Portola Group Inc Saint Helena CA 1250 Church St,,,Salesforce
10350775,,Mark Shifke,,,mshifke@dcg.co,,Web Form Fillout
248686,,Chris Shanks,Conference Manager,Lightning Sharks,c.shanks@lightningsharks.co.uk,,Manual List Upload
11106428,Inactive Investor,William Atkins,,"J. Alden Associates, Inc. Doylestown PA 43 S Main St",watkins@j-alden.com,,Salesforce
11147433,Inactive Investor,Brian Howell,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,brian.howell@fidelity.com,,Salesforce
10962811,Inactive Investor,Jake Johnston,,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
11011591,Inactive Investor,Aaron Sanchez,,NYLIFE Securities LLC San Francisco CA 425 Market St,ajsanchez01@ft.newyorklife.com,,Salesforce
11046184,Inactive Investor,Rachel Wohlfarth,Senior Wealth Strategy Associate,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,rachel.wohlfarth@ubs.com,,Salesforce
10932752,Inactive Investor,Joby Frey,Financial Consultant,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",joby.frey@equitable.com,,Salesforce
10812511,Inactive Investor,Thomas Dalpiaz,,"R. Seelaus & Co., LLC",,,Salesforce
201256,,Todd Graff,"Financial Advisor, Financial Services Representative","Principal Securities, Inc.",graff.todd@principal.com,515-246-4091,
340966,,Patrick Good,Sales Partner,Alphacentric Advisors Llc,patrick.good@multifunds.com,787-334-1781,Manual List Upload
11010661,Inactive Investor,Julia Plessinger,,J.P. Morgan Securities LLC Greenville OH 541 Wagner Ave,,,Salesforce
11124577,Inactive Investor,Thomas Kijowski,,"Cambridge Investment Research, Inc. Pittsburgh PA 153 Thousand Oaks Dr",,,Salesforce
11170281,Inactive Investor,Julie Hash,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",julie_k_hash@ml.com,,Salesforce
10952668,Inactive Investor,Diana Lonbeck,Financial Advisor,Thrivent Investment Management Inc. Conroe TX 412 W Phillips St,diana.lonbeck@thrivent.com,,Salesforce
9639529,,Hamad Al Wahaibi,,,hamadmohammad@modpf.gov.om,,List import
10840993,Inactive Investor,Ozzie Fishman,Retirement Plan Specialist,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",ozzie.fishman@rbc.com,,Salesforce
11229780,Inactive Investor,Alexis Senf,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",alexis.senf@nm.com,,Salesforce
11085424,Inactive Investor,Christy Givans,Financial Advisor,Edward Jones Bainbridge Island WA 435 Ericksen Ave NE,christy.givans@edwardjones.com,,Salesforce
10790345,Inactive Investor,Dale Teat,Assistant Vice President;Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
4706700,,CHARLES BURGESS,,,char3855@yahoo.com,,Web Form Fillout
9618129,,David Sims,,,dave@simscapital.com,,List import
11047353,Inactive Investor,Jason Johnson,Partner,Pine Grove Financial Group Hopkins MN 13100 Wayzata Blvd,jjohnson@pinegrovefg.com,,Salesforce
11014197,Inactive Investor,Jesse Ackah,,PFS Investments Inc. Methuen MA 232 Pleasant St,jackah@primerica.com,,Salesforce
1004740,Inactive Investor,Alejandro Sagredo,,Burgos Sarl SPF,asagredo@isagma.com,56982634686,
11095720,Inactive Investor,Jennifer Wilson,Chief Operating Officer;Financial Advisor;Regulatory Contact,"Family Legacy, Inc.",jwilson@falegacy.com,,Salesforce
9550261,,Steven King,,,steve@kingfinancialplanning.com,,List import
10970515,Inactive Investor,Patricio Ortiz,,J.P. Morgan Securities LLC South Windsor CT 205 Gateway Blvd,patricio.ortiz@jpmorgan.com,,Salesforce
11044753,Inactive Investor,Ann Stern,,State Farm VP Management Corp. Waupaca WI 104 S Main St,,,Salesforce
9644500,,Colby Dugger,,,colby.w.dugger@gmail.com,,List import
9619303,,Robert Van Bergen,,,rvanbergen@kennedycapital.com,,List import
11232947,Inactive Investor,Jared Horonzy,,"Wells Fargo Clearing Services, LLC Royersford PA 70 Buckwalter Rd",,,Salesforce
9585967,,dumo mambo,,,dumomambo@mambo.com,,List import
11048291,Inactive Investor,Lester Bolstad,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,les3.bolstad@ubs.com,,Salesforce
11222874,,Brian Sullivan,,,brian.sullivan@merceradvisors.com,,List Import
11041787,Inactive Investor,Damian Kimmons,,J.P. Morgan Securities LLC Sugar Land TX 18811 University Blvd,damian.kimmons@jpmorgan.com,,Salesforce
10606207,,Ron Palmer,Supervisory Manager,J.P. Morgan Securities LLC,ron.palmer@jpmorgan.com,248-205-2182,List Import
7804705,,edwin deitch,,investor,edwindeitch@gmail.com,9735084022,Web Form Fillout
347916,,Tom Wallace,Financial Advisor,"VALIC Financial Advisors, Inc.",tom.wallace@valic.com,808-523-9102,
10950890,Inactive Investor,Lisa Williams,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10772975,Inactive Investor,Andrew Bernstein,Associate Director - Portfolio Management;First Vice President;Institutional Consulting Analyst,Morgan Stanley New York NY 1 Penn Plz,andrew.bernstein@morganstanley.com,,Salesforce
10848943,Inactive Investor,Benjamin Nunn,Director;President;Vice President,"Values First Advisors, Inc.",benji@valuesfirst.com,,Salesforce
9567645,,Alexey Dochupailo,,,wooddyaliens@gmail.com,,List import
10961594,Inactive Investor,Collin Nelson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,collin_nelson@vanguard.com,,Salesforce
9596597,,Timothy Neuenschwander,,,tim.nam@frontier.com,,List import
11197050,Inactive Investor,Erika Sammons,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",erika.a.sammons@ml.com,,Salesforce
11051046,Inactive Investor,Kristin Bennett,Regulatory Contact;Relationship Manager,"TruNorth Capital Management, LLC",kristin@trunorthcapital.com,,Salesforce
10846831,Inactive Investor,Lance Larkin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. The Villages FL 1048 Lake Sumter Lndg",lance.larkin@schwab.com,,Salesforce
10840084,Inactive Investor,Eric Biga,Associate Investment Consultant;Investment Consultant;Senior Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",eric.biga@schwab.com,,Salesforce
10613775,,William Franko,Financial Advisor,,william.c.franko@wellsfargoadvisors.com,,List Import
11045429,Inactive Investor,Daniel Meyerovitz,Investment Advisor Representative,"Osaic Wealth, Inc. Dallas TX 5001 Spring Valley Rd",,,Salesforce
10841290,Inactive Investor,Kevin Carey,Senior Managing Director,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
10813366,Inactive Investor,Sheila Jones,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,sheila.jones@primerica.com,,Salesforce
9612026,,Anth T,,,anthonyy.tran@gmail.com,,List import
9603287,,Kelvin Eni,,,daimondoxtail@gmail.com,,List import
10972375,Inactive Investor,Nathan Schwichtenberg,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",nathan.schwichtenberg@usbank.com,,Salesforce
11024621,Inactive Investor,Elizabeth George,Associate;Client Service Associate,Morgan Stanley New York NY 399 Park Ave,elizabeth.george@morganstanley.com,,Salesforce
10821738,Inactive Investor,Grant Hartwell,Financial Advisor,"Osaic Wealth, Inc. Torrance CA 2790 Skypark Dr",ghphartwell@royalaa.com,,Salesforce
10831587,Inactive Investor,David Molenaar,,"Northwestern Mutual Investment Services, LLC Honolulu HI 1188 Bishop St",david.molenaar@nm.com,,Salesforce
10932214,Inactive Investor,Daniel Morris,,"CreativeOne Securities, LLC Rochester IL 207 S Walnut St",dmorris@c1s.net,,Salesforce
10763792,Inactive Investor,Vicki Sinar,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",vicki.sinar@bofa.com,,Salesforce
10659852,,Howard Kirshenbaum,,,howard.kirshenbaum@ceterafs.com,,List Import
11122842,Inactive Investor,Jason Budelli,Vice President - Business Consulting,LPL Financial LLC Granite Bay CA Private Residence,jason.budelli@lpl.com,,Salesforce
10833564,Inactive Investor,Aaron Lindberg,Chief Investment Officer,GEN Financial Management Inc.,aaron.lindberg@genfinancial.com,,Salesforce
11122823,Inactive Investor,Carly Pinkham,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",carly.pinkham@ml.com,,Salesforce
10869794,Inactive Investor,Philip Mcgrath,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10990487,Inactive Investor,Matthew Ligman,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,matthew.ligman@ceteraadvisors.com,,Salesforce
9583947,,Jamie Hudgins,,,jamie.hudgins@suntrust.com,,List import
66032,,Jason Hyde,"Financial Advisor, Partner",MONECO Advisors,jason@monecoadvisors.com,,
10991947,Inactive Investor,Miguel Lopez-Barahona,,PFS Investments Inc. Gaithersburg MD 6 Montgomery Village Ave,mlopezbarahona@primerica.com,,Salesforce
11115656,Inactive Investor,Evan Robertson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,evan.robertson@fmr.com,,Salesforce
11064875,Inactive Investor,Michael Sprenger,Branch Manager;Managing Director,"Ameriprise Financial Services, LLC Saint Charles IL 3 N 2nd St",msprenger@ampf.com,,Salesforce
10488968,,Jeffery Altman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",jeffery.altman@ampf.com,972-447-5184,List Import
11083682,Inactive Investor,David Holmquist,,Cetera Advisors LLC Kansas City MO 618 E 65th St,david.holmquist@ceteraadvisors.com,,Salesforce
9606237,,Ray Speers,,,ray@cryptoweekly.co,,List import
7087771,,Jiraporn Poommee,,,papiga0701@gmail.com,,Web Form Fillout
11112026,Inactive Investor,George Goodall,Financial Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 4605 E Galbraith Rd",george.a.goodall@ampf.com,,Salesforce
121861,,Mary Wingrove,,"VALIC Financial Advisors, Inc.",mary.wingrove@valic.com,610-256-5177,
11171617,Inactive Investor,Tigran Muradyan,Associate Advisor,Centura Wealth Advisory Denver CO 2343 W 66th Ave,tmuradyan@centurawealth.com,,Salesforce
10486924,,Jennifer Parks,"Assistant Vice President, Supervision Principal","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jennifer.s.parks@ml.com,,List Import
9608886,,Flim Flam,,,tpauly99@msn.com,,List import
10858826,Inactive Investor,Scott Stratton,Chief Compliance Officer;Investment Advisor;Managing Member,"Stratton Capital Management, LLC",,,Salesforce
10973606,Inactive Investor,Idell Johnston,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,idell.johnston.r7ed@statefarm.com,,Salesforce
9643368,,Tobechukwu Nwachukwu,,,tobechukwunwachukwu9@gmail.com,,List import
10912383,Inactive Investor,Nathaniel Hildner,,"Farmers Financial Solutions, LLC Naperville IL 1733 Park St",nhildner@farmersagent.com,,Salesforce
336331,,Richard Aljian,"Manager, member, Senior Vice President","Merion Realty Advisers, Llc",raljian@merionrealtypartners.com,610-896-3000,Manual List Upload
10796808,Inactive Investor,Matthew Schwartz,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Chicago IL 233 S Wacker Dr,matt.schwartz@morganstanley.com,,Salesforce
10761415,Inactive Investor,Robert Gattuso,Executive Director;Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,robert.gattuso@morganstanley.com,,Salesforce
9556776,,Luke Chapman,,,lchapman@massmutual.com,,List import
10841064,Inactive Investor,Antonio Fontana,Managing Director,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",,,Salesforce
11229481,Inactive Investor,Stanley Rovinski,,"Principal Securities, Inc.",,,Salesforce
11169303,Inactive Investor,Robert Moore,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
216273,,Jack Clugston,,[Unknown],jack@londonlink.io,,Event
10923278,Inactive Investor,Shawn McIlravy,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10913664,Inactive Investor,Aisha Abdul-Mumin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",aisha.abdul-mumin@ml.com,,Salesforce
10991563,Inactive Investor,Alinne Majarian,,Citigroup Global Markets Inc.,alinne.majarian@citigroup.com,,Salesforce
11081904,Inactive Investor,Rafael Larrazolo,,"Allstate Financial Services, LLC Brownsville TX 302 Lorenaly Dr",jlarrazolo@allstate.com,,Salesforce
10973722,Inactive Investor,Bryan Nunke,,"Farmers Financial Solutions, LLC San Diego CA 8996 Miramar Rd",bnunke@farmersagent.com,,Salesforce
9567960,,Jon Sliz,,,jslizfinance@gmail.com,,List import
10819220,Inactive Investor,Leroy Vinson,,"Wells Fargo Clearing Services, LLC Sarasota FL 8595 S Tamiami Trl",leroy.c.vinson@wellsfargo.com,,Salesforce
9622852,,Robin PENFOLD,,,robinpenfold@live.ca,,List import
10995155,Inactive Investor,Arturo Pulido,,"Navy Federal Investment Services, LLC San Diego CA 9999 Willow Creek Rd",arturo_pulido@navyfederal.org,,Salesforce
11217625,,Shane Weston,,,shane.weston@jpmorgan.com,,Other
9543537,,Matthew Kiernan,,,matty376@me.com,,List import
10820560,Inactive Investor,William LaGrange,Financial Consultant,Thrivent Investment Management Inc. Oviedo FL 2441 W State Road 426,william.lagrange@thrivent.com,,Salesforce
10782997,Inactive Investor,William Givens,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,william.givens@fidelity.com,,Salesforce
10826682,Inactive Investor,Dennis Slott,Executive Vice President,"Vestor Capital, LLC",dslott@vestorcapital.com,,Salesforce
11174810,Inactive Investor,William Bell,,Jefferies LLC,wbell@jefferies.com,,Salesforce
11236799,Inactive Investor,Darshan Patel,Chief Financial Officer,Facet,,,Salesforce
11230130,Inactive Investor,Gabrielle Moors,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,grmoors@ft.newyorklife.com,,Salesforce
9593796,,Yolanda Cafiero,,,yolanda@huntlane.com,,List import
11192499,Inactive Investor,Jennifer San Fillippo,,"Kestra Investment Services, LLC Brookfield WI 155 S Executive Dr",,,Salesforce
11033295,Inactive Investor,Kristy Snippert,,LPL Financial LLC Erie PA 850 Pittsburgh Ave,k.snippert@lpl.com,,Salesforce
11100596,Inactive Investor,Eric Debaker,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,eric.debaker@fmr.com,,Salesforce
10878071,Inactive Investor,Brandon Jorge,Financial Advisor,"Ameriprise Financial Services, LLC Lakeland FL 256 N Kentucky Ave",brandon.jorge@ampf.com,,Salesforce
11192233,Inactive Investor,William Smith,Chief Compliance Officer;Manager;President,FAPA Financial Services Henderson NV 1175 American Pacific Dr,louis@fapa.aero,,Salesforce
10965215,Inactive Investor,Haritomeni Karavakis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",haritomeni.karavakis@ml.com,,Salesforce
11120297,Inactive Investor,Adam Zaske,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",adam.zaske@equitable.com,,Salesforce
225735,, -,,[[Unknown]],tnmoney777@gmail.com,,Initial Salesforce Import
9622836,,Brandon Welch,,,brandonmwelch@gmail.com,,List import
10786944,Inactive Investor,Jennifer Alloway,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jennifer.breitbarth@fidelity.com,,Salesforce
5336616,,fuji gaga,,,dowob91936@turuma.com,,Web Form Fillout
11186176,Inactive Investor,Alexandra Anthony,,Cetera Advisor Networks LLC Albany NY 200 Great Oaks Blvd,,,Salesforce
11052649,Inactive Investor,Jakub Novak,,LPL Financial LLC Saint Petersburg FL Private Residence,jakub.novak@lpl.com,,Salesforce
370559,,Ashley Kim,,United States,j33kim@tutanota.com,,Salesforce
349257,,Brian Riordan,General Partner,"L. Roy Papp & Associates, Llp",brian@roypapp.com,602-956-0980,Manual List Upload
11068680,Inactive Investor,Vita Piazza,,Kalinowsky Asset Management,vpiazza@pollockfinancial.com,,Salesforce
10997059,Inactive Investor,James Jackson,,J.P. Morgan Securities LLC Dallas TX 5220 W Lovers Ln,,,Salesforce
10839270,Inactive Investor,Vanessa Sullivan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10896093,Inactive Investor,Thomas Nowak,Founder;Principal,Quantum Financial Planning LLC,,,Salesforce
10848972,Inactive Investor,David Johnston,,"Kestra Investment Services, LLC American Fork UT 67 N Center St",,,Salesforce
9568515,,Connor Smith,,,connorgfsmith@gmail.com,,List import
11032754,Inactive Investor,Robert Spivey,,"Tolley Financial Group, LLC",,,Salesforce
9633392,,segwate manaso,,,segwatem@gmail.com,,List import
10761454,Inactive Investor,Alexander Barrios,Senior Regional Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
173549,,J P,,[Unknown],jtpedersen@gmail.com,,
9619671,,Quinn Permar,,,qburner217@gmail.com,,List import
10798748,Inactive Investor,Patricia Mcclellan,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,patricia.murphy@ubs.com,,Salesforce
10946321,Inactive Investor,Michael Dickenson,,Citigroup Global Markets Inc.,,,Salesforce
10917242,Inactive Investor,Roy Cifuni,,Cetera Advisor Networks LLC Port Jefferson Station NY 14 Roosevelt Ave,,,Salesforce
11158088,Inactive Investor,Terry Woodard,Vice Chairman - Private Bank,J.P. Morgan Securities LLC New York NY 390 Madison Ave,terry.l.woodard@jpmorgan.com,,Salesforce
11092925,Inactive Investor,Jean Ferrer,Executive Director,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,jean.ferrer@ubs.com,,Salesforce
10798896,Inactive Investor,William Lacy,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Palm Desert CA 74245 Hwy 111",lacyc@stifel.com,,Salesforce
11090275,Inactive Investor,Christopher Nergart,,Vanguard Marketing Corporation,christopher_nergart@vanguard.com,,Salesforce
5049595,,mii na heounsreyno,,,toviv29838@invodua.com,,Web Form Fillout
11222315,,William Dahab,,,wdahab@dahab.com,,List Import
10968104,Inactive Investor,Yuemei Sun,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",yuemei.sun@prudential.com,,Salesforce
10933459,Inactive Investor,David Deyoung,,San Blas Securities LLC,david.deyoung@sanblassecurities.com,,Salesforce
10793485,Inactive Investor,Anthony Holtschlag,Financial Advisor,Edward Jones Aledo IL 2108 SE 3rd St,anthony.holtschlag@edwardjones.com,,Salesforce
93463,,Leigh Randall,Member And Chief Compliance Officer,Topspin Management Company Lbo Llc,lrandall@topspinlbo.com,914-834-7370,Manual List Upload
11190244,Inactive Investor,Richard Broussard,Financial Advisor,Edward Jones Destrehan LA 1904 Ormond Blvd,richard.broussard@edwardjones.com,,Salesforce
10819593,Inactive Investor,Michael Sonatore,,"World Investments, Inc. Barnegat NJ Private Residence",,,Salesforce
11125579,Inactive Investor,Leonard Hake,,"Raymond James Financial Services, Inc. Portland OR 2915 SE Oak Grove Blvd",leonard.hake@raymondjames.com,,Salesforce
11055264,Inactive Investor,Steven Abraham,,"Hornor, Townsend & Kent, LLC Salem NH 87 Stiles Rd",sabraham@htk.com,,Salesforce
10932859,Inactive Investor,Jonathan Teal,,"Kestra Investment Services, LLC Auburn Hills MI 3250 Auburn Rd",,,Salesforce
10773164,Inactive Investor,Jeffrey Cote,Complex Risk Officer;Vice President,Morgan Stanley Los Angeles CA 444 S Flower St,jeff.cote@morganstanley.com,,Salesforce
10812376,Inactive Investor,Jamie Woodman,,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,jamie.woodman@primerica.com,,Salesforce
10874354,Inactive Investor,Justin Thompson,,"Osaic Wealth, Inc. Davenport IA 3243 E 35th Street Ct",,,Salesforce
10927921,Inactive Investor,Linda Ventura,,"Osaic Wealth, Inc. Holtsville NY Private Residence",,,Salesforce
11158934,Inactive Investor,Michael Annunziata,Wealth Advisor,"SeaCrest Wealth Management, LLC Purchase NY 3010 Westchester Ave",mannunziata@seacrestwm.com,,Salesforce
11099462,Inactive Investor,Julie Vacchiano,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10616451,,John Notaro,,,jnotaro@wintrustwealth.com,,List Import
11118105,Inactive Investor,Brian Stires,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",,,Salesforce
123913,,Robert Grenus,,Integrated Wealth Concepts Llc,robert.grenus@ifpadvisor.com,860-734-0409,
10489963,,John Hetzel,"Chief Compliance Officer, Managing Member, President",NFWM,johnh@nofatebwwm.com,844-954-1789,List Import
11200777,Inactive Investor,Scott Wickman,Financial Advisor,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",scott.wickman@wellsfargoadvisors.com,,Salesforce
11169134,Inactive Investor,Thomas Gummersbach,,Huntleigh Securities Corporation Chesterfield MO 15400 S Outer 40 Rd,tgummersbach@hntlgh.com,,Salesforce
9552586,,Karen Jaber,,,kjaber@wisdirect.com,,List import
10853713,Inactive Investor,Edmond Franco,President,"Franco Financial Advisors, Inc.",efranco@francofg.com,,Salesforce
10780362,Inactive Investor,John Furlich,,Fidelity Brokerage Services LLC,john.furlich@fidelity.com,,Salesforce
10780456,Inactive Investor,John Rotando,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwich CT 220 Glenville Rd",john.rotando@wellsfargo.com,,Salesforce
11200474,Inactive Investor,Justin Barham,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"OG Advisory Group, LLC",justin@ogagllc.com,,Salesforce
5483645,,wer try,,,cowarim517@covbase.com,,Web Form Fillout
9594376,,Stephen Marshall,,,smarshall@oncap.com,,List import
11100819,Inactive Investor,Richard Darrow,,"Cambridge Investment Research, Inc. Clemson SC Private Residence",rdarrow@cambridgesecure.com,,Salesforce
9397,,Adrian Schofield,Founder,Hudson modeling,adrian.schofield@hudsonmodeling.com,,Organic Search
11180288,Inactive Investor,Bailey Durham,,The Huntington Investment Company Hurricane WV 414 State Rte 34,bailey.durham@huntington.com,,Salesforce
11151803,Inactive Investor,Mark Anderson,,"Raymond James Financial Services, Inc. Colorado Springs CO 660 Southpointe Ct",,,Salesforce
197876,,Tom Bard,,[Unknown],trbard53@gmail.com,,
9553783,,John Gilmore,,,gilm2619@bellsouth.net,,List import
11175769,Inactive Investor,Daniel Osborne,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
217470,,Andrew Lewis,,[Unknown],alewis@horizonkinetics.com,,
11000190,Inactive Investor,Tom Choi,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Lake Forest CA 22831 Lake Forest Dr",tom.choi@usbank.com,,Salesforce
9571762,,Truman Faeh,,,truman@thelincolncapitalgroup.com,,List import
10852392,Inactive Investor,Kevin Mcnab,Chief Compliance Officer;Founder;President,"ACE Wealth Partners, LLC",,,Salesforce
10914827,Inactive Investor,Maxwell Wolk,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
10888999,Inactive Investor,Jesse Cameron,,"First Command Brokerage Services, Inc. Great Falls MT 1 5th St N",jcameron@firstcommand.com,,Salesforce
10877275,Inactive Investor,Juan Andres Cristobal Lewin Ojeda,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,juan-andres-cristobal.lewin-ojeda@jpmorgan.com,,Salesforce
11239172,Inactive Investor,Aaron Herwig,,LPL Financial LLC,aaron.herwig@lpl.com,,Salesforce
10976088,Inactive Investor,Matthew Chait,Associate,Morgan Stanley,,,Salesforce
10786640,Inactive Investor,Camila Bernardi,Investment Advisor;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11183840,Inactive Investor,David Marion,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10818349,Inactive Investor,Dale Parker,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10849581,Inactive Investor,Stephen Williams,President,Stephen R Williams Investment Advisor LLC Tallahassee FL 2991 Golden Eagle Dr E,,,Salesforce
11103141,Inactive Investor,David Fagergren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.fagergren@fidelity.com,,Salesforce
11084143,Inactive Investor,Steven Cohen,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC,scohen@rockco.com,,Salesforce
10757461,Inactive Investor,Scott Barnes,Founder;Limited Partner;Managing Partner,"S.B. Value Partners, L.P.",scott.barnes@sbvalue.com,,Salesforce
11026649,Inactive Investor,Andrew Croft,,"VALIC Financial Advisors, Inc. Eagle Point OR Private Residence",,,Salesforce
10794942,Inactive Investor,Brian Moffett,,"Truist Investment Services, Inc. Burke VA 6052 Burke Commons Rd",brian.moffett@truist.com,,Salesforce
10845261,Inactive Investor,Charlotte Riviera,Financial Advisor,LPL Financial LLC Bellevue WA 8 Columbia KY,charlotte.riviera@lpl.com,,Salesforce
11183205,Inactive Investor,Harry Bower,Chief Compliance Officer;Managing Member,"Harry S. Bower, LLC",,,Salesforce
10963106,Inactive Investor,Brooke Carlson,Administrative Assistant,"Ameriprise Financial Services, LLC Sandy UT 8915 S 700 E",brooke.carlson@ampf.com,,Salesforce
10784415,Inactive Investor,Brenda Lafferty,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",brenda.lafferty@schwab.com,,Salesforce
349027,,Tatiana Segal,Director & Managing Director,Morgan Stanley Investment Management Inc.,tatiana.segal@morganstanley.com,212-761-4000,Manual List Upload
10900216,Inactive Investor,Christopher Schofield,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
351468,,Cody Dahl,"Vice President Of Acquisitions, Investment Strategy",Agis Management Llc,cdahl@agiscapital.com,617-350-9894,Manual List Upload
11128976,Inactive Investor,Bailey Smith,Private Client Advisor,J.P. Morgan Securities LLC Memphis TN 4558 Poplar Ave,bailey.smith@jpmorgan.com,,Salesforce
11081096,Inactive Investor,David Hodges,,"Raymond James & Associates, Inc.",david.hodges@raymondjames.com,,Salesforce
11136459,Inactive Investor,Christen Davis,,"Ascensus Broker Dealer Services, LLC Greensboro NC 101 Centreport Dr",,,Salesforce
10828122,Inactive Investor,James Mayorkas,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",james.mayorkas@wellsfargoadvisors.com,,Salesforce
10953391,Inactive Investor,Mary Ikenberry,Associate Client Advisor,Arvest Wealth Management Fort Smith AR 3421 S 74th St,mikenberry@arvest.com,,Salesforce
11208721,Inactive Investor,Jessica Huff,,J.P. Morgan Securities LLC Clinton NJ 190 Center St,jessica.huff@chase.com,,Salesforce
10780776,Inactive Investor,Katherine Wethington,Officer,PNC Investments Pittsburgh PA 249 5th Ave,katherine.wethington@pnc.com,,Salesforce
10788154,Inactive Investor,Joshua Hackenberg,,Fidelity Brokerage Services LLC,joshua.hackenberg@fidelity.com,,Salesforce
11212281,Inactive Investor,Ivan Guillen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11102055,Inactive Investor,Phillip Parsons,Financial Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Fort Collins CO 227 S Howes St",bparsons@royalaa.com,,Salesforce
10967110,Inactive Investor,David Bowles,Financial Solutions Advisor,"TIAA-CREF Individual & Institutional Services, LLC Evanston IL 1560 Sherman Ave",,,Salesforce
11124363,Inactive Investor,Crissy Bundren,Financial Advisor,Edward Jones Paducah KY 5446 Reidland Rd,crissy.bundren@edwardjones.com,,Salesforce
10784058,Inactive Investor,Arthur Brachowski,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10898375,Inactive Investor,Adam Carr,,"J.W. Cole Financial, Inc. Orange CA 134 S Glassell St",,,Salesforce
10905324,Inactive Investor,Joel Weyand,Financial Advisor,Edward Jones Lincoln NE 245 S 84th St,oel.weyand@edwardjones.com,,Salesforce
10808593,Inactive Investor,Yehudah Kirshenbaum,Shareholder,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
9608342,,Maged Eldeiry,,,magstudios@hotmail.com,,List import
11019390,Inactive Investor,Karen Clapp,Director - Wealth Management,"Aspiriant, LLC San Diego CA 12481 High Bluff Dr",kclapp@aspiriant.com,,Salesforce
11089331,Inactive Investor,Karen Phillips,Client Service Associate;Registered Client Service Associate,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",karen.phillips@ampf.com,,Salesforce
10987730,Inactive Investor,Walker Kesterson,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10935621,Inactive Investor,Christopher Lococo,Wealth Advisor,American Investors Company San Jose CA 2635 N 1st St,,,Salesforce
10596836,Inactive Investor,Wei Ma,Manager,Wei Ma,,,Salesforce
11185508,Inactive Investor,Justus Jacobs,,State Farm VP Management Corp. Lander WY 990 Main St,,,Salesforce
10794556,Inactive Investor,Jonathan Mitchell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,jonathan.mitchell@ubs.com,,Salesforce
10802581,Inactive Investor,Timothy Holdsworth,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Broadview Heights OH 40 Eagle Valley Ct",timothy.holdsworth@equitable.com,,Salesforce
11177930,Inactive Investor,Hannah Ramsey,Financial Advisor,Edward Jones Farmville VA 306A E 3rd St,hannah.ramsey@edwardjones.com,,Salesforce
11052506,Inactive Investor,Peter Schiavitti,,"TastyTrade, Inc.",,,Salesforce
11047561,Inactive Investor,Michael Kloubec,Financial Advisor,"Ameriprise Financial Services, LLC Monticello MN 9240 State Hwy 25 NE",michael.k.kloubec@ampf.com,,Salesforce
11107373,Inactive Investor,Paul Scioli,Financial Services Professional,"MML Investors Services, LLC Lubbock TX 4902 Lakeridge Dr",pscioli@massmutual.com,,Salesforce
10899098,Inactive Investor,Jennifer Wolfslau,Financial Advisor,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,jennifer.wolfslau@morganstanley.com,,Salesforce
10800842,Inactive Investor,Carol Murphy,Client Service Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,carol.murphy@morganstanley.com,,Salesforce
321934,,Shreedhar Pandey,Software Engineer,Self Employed,shreedhar.pandey@valpo.edu,,Manual List Upload
10646435,,Ralph Barocas,,,ralph.barocas@rbc.com,,List Import
10910986,Inactive Investor,Nicholas Aldridge,,SECU Brokerage Services Black Mountain NC 313 W State St,nicholas.aldridge@ncsecu.org,,Salesforce
11084434,Inactive Investor,Charles Haberstroh,Chief Executive Officer;Founder;Partner;President;Regulatory Contact;Treasurer,CastleKeep Investment Advisors,chuck@castlekeepadvisors.com,,Salesforce
9632410,,Mike Lemich,,,michael@rfgwealthmgt.com,,List import
10950952,Inactive Investor,Peter Snow,,"Allstate Financial Services, LLC Jacksonville FL 1550 Cassat Ave",psnow@allstate.com,,Salesforce
9625080,,Akbar Khan,,,akbarkhan13377@gmail.com,,List import
11197894,Inactive Investor,Zachary McKinney,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10839654,Inactive Investor,Ann Reinhold,,"Wells Fargo Clearing Services, LLC Lexington KY 333 E Main St",ann.reinhold@wellsfargoadvisors.com,,Salesforce
10941758,Inactive Investor,Palmer Clarke,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10998018,Inactive Investor,Lauren Hartigan,,"Citizens Securities, Inc. Westwood MA 200 Station Dr",lauren.hartigan@citizenssecurities.com,,Salesforce
10488955,,Catherine Jenkins,Financial Advisor,Edward Jones Frisco TX 255 W Lebanon,catherine.jenkins@edwardjones.com,469-731-0381,List Import
9601407,,Timothy Barnett,,,barnett@caledoniawealth.com,,List import
10298879,,Ilir Sabovic,,Grayscale,ilir@grayscale.com,,Web Form Fillout
10923624,Inactive Investor,David Haldane,,Citigroup Global Markets Inc.,david.haldane@citi.com,,Salesforce
11143301,Inactive Investor,Frank Jaffe,Financial Advisor,"Ameriprise Financial Services, LLC Fairfield NJ 350 Passaic Ave",frank.jaffe@ampf.com,,Salesforce
10918911,Inactive Investor,Matthew Pulsipher,,"Osaic Wealth, Inc. Vancouver WA 1111 Main St",,,Salesforce
11088456,Inactive Investor,Thomas Jones,,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",,,Salesforce
11109199,Inactive Investor,Jordan Long,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,jordan.long@primerica.com,,Salesforce
10977464,Inactive Investor,Gillian Morrison,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
153730,,Paul Licata,,[Unknown],paul.licata@roadrunner.com,,Event
10969564,Inactive Investor,Yukari Warchall,,Jefferies LLC,ywarchall@jefferies.com,,Salesforce
9603638,,Dani Angga,,,anggaanggae602@gmail.com,,List import
10968386,Inactive Investor,Sunny Yang,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,syang28@ft.newyorklife.com,,Salesforce
11188422,Inactive Investor,Teri Sivanish,Director - Investment Operations and Services,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",teri.sivanish@nm.com,,Salesforce
11220012,,Casey Walters,,,casey.walters@transamerica.com,,Other
9599124,,Jeffrey Martin,,,jeff.martin@kdminvest.com,,List import
11164215,Inactive Investor,Brian Hacker,,LPL Financial LLC Orland Park IL 15020 S Ravinia Ave,brian.hacker@lpl.com,,Salesforce
11194927,Inactive Investor,Kathleen Johnson,,"Farmers Financial Solutions, LLC Denver CO 10701 Melody Dr",kjohnson1@farmersagent.com,,Salesforce
11179001,Inactive Investor,Brian Gilbert,,Commonwealth Financial Network Irvine CA 2338 Scholarship,bgilbert@commonwealth.com,,Salesforce
11073324,Inactive Investor,Matthew Page,Chief Compliance Officer;Partner;Shareholder,"Lucas Group Financial Planners, Inc.",matt@lucasplanners.com,,Salesforce
9647355,,Tim Belz,,,tim.belz@hotmail.com,,List import
11175010,Inactive Investor,Colton Hearn,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",,,Salesforce
11143256,Inactive Investor,Michael Ritter,,"Pruco Securities, LLC. Melbourne FL 700 N Wickham Rd",michael.ritter@prudential.com,,Salesforce
10935507,Inactive Investor,Rowen Goodman,Client Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,rgoodman@rockco.com,,Salesforce
10853047,Inactive Investor,Robert Messett,,Commonwealth Financial Network Flower Mound TX 1013 Long Prairie Rd,,,Salesforce
11170914,Inactive Investor,Christopher Dever,,LPL Financial LLC Billings MT 875 Main St,christopher.dever@lpl.com,,Salesforce
10888302,Inactive Investor,Marta Patricio,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,marta.i.patricio@jpmorgan.com,,Salesforce
10776077,Inactive Investor,Issam Hijazi,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,issam.hijazi@ubs.com,,Salesforce
11178261,Inactive Investor,Vaida Caplinskiene,,"Farmers Financial Solutions, LLC Orland Park IL 15504 W 183rd Pl",,,Salesforce
11200699,Inactive Investor,Terrence Morgan,Chief Executive Officer;Chief Operating Officer;President,"Ok401k, Inc.",terrencemorgan@ok401k.com,,Salesforce
11046027,Inactive Investor,Stephanie Beach,,"Realta Equities, Inc. Gloucester VA Private Residence",sbeach@coastal-one.com,,Salesforce
11120614,Inactive Investor,Kevin Habeck,,J.P. Morgan Securities LLC Appleton WI 3505 E Calumet St,kevin.w.habeck@chase.com,,Salesforce
9581227,,Ilya Subkhankulov,,,ilya@btxtrader.com,,List import
9584293,,Robert Hollmann,,,robert.hollmann7@gmail.com,,List import
11151170,Inactive Investor,Roy Hanson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",roy.a.hanson@ampf.com,,Salesforce
10935524,Inactive Investor,Angel Williams,Chief Operating Officer,Beck Bode LLC,angel.williams@beckbode.com,,Salesforce
10814656,Inactive Investor,Darrick Brooks,,"Wells Fargo Clearing Services, LLC Rapid City SD 825 Saint Joseph St",darrick.j.brooks@wellsfargo.com,,Salesforce
9638906,,Kim Sams,"Managing Member, Managing Partner","Chapwood Capital Investment Management, LLC",kim@chapwoodinvestments.com,,List import
11203506,Inactive Investor,Watson Kennedy,,Stonex Securities Inc.,watson.kennedy@saswealth.com,,Salesforce
11172359,Inactive Investor,Anupama Wijedoru,,J.P. Morgan Securities LLC Nanuet NY 61 Smith St,anupama.w.wijedoru@jpmorgan.com,,Salesforce
9590821,,Martin Levine,,,mlevine@4tfg.com,,List import
11142959,Inactive Investor,Paola Cano Manzanarez,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,paola.cano-manzanarez@jpmorgan.com,,Salesforce
10807991,Inactive Investor,David Bobker,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",david_bobker@ml.com,,Salesforce
11133451,Inactive Investor,Jordan Kessel,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jkessel@financialguide.com,,Salesforce
117028,,Sylvia Matteson,"Financial Planner, Owner","AIO Financial, LLC",sylvia@aiofinancial.com,520-325-0769,
52094,,Kurt Hollar,"Advisor Consultant, Financial Advisor",Verity Asset Management,khollar@verityinvest.com,919-490-6717,
10979235,Inactive Investor,John Talleur,Financial Planner;Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.talleur@schwab.com,,Salesforce
10812554,Inactive Investor,Armi Jerger,,PFS Investments Inc. Arlington Heights IL 415 W Golf Rd,armi.jerger@primerica.com,,Salesforce
11219458,,Tammy Milling,,,tammy.milling@wellsfargoadvisors.com,,Other
2826706,,Lisa Read,,,lisaread87@gmail.com,,
11194218,Inactive Investor,Johven Barga,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orlando FL 3801 Avalon Park East Blvd",johvenmike.barga@tfaconnect.com,,Salesforce
10839029,Inactive Investor,Todd Aitken,,Trident Partners Ltd. Holbrook NY 321 Dante Ct,taitken@tridentpartnersltd.com,,Salesforce
11177116,Inactive Investor,Nadine Babiuch,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,nadine.azzam@ubs.com,,Salesforce
11183885,Inactive Investor,Amy Loring,Financial Consultant,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",amy.loring@wfa.com,,Salesforce
10752491,Inactive Investor,Steven Yarborough,,Vanguard Marketing Corporation,steven_yarborough@vanguard.com,,Salesforce
10991750,Inactive Investor,Christian Calvert,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",reid.calvert@nm.com,,Salesforce
9566692,,Joel Albert,,,jalbert@eaglestrategies.com,,List import
10890239,Inactive Investor,Adam Wright,Financial Advisor,Edward Jones West Union SC 164 Scenic Plaza Dr,adam.j.wright@edwardjones.com,,Salesforce
10861098,Inactive Investor,Tamara Scheinman-Attali,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,tamara.scheinman-attali@ubs.com,,Salesforce
10827429,Inactive Investor,Ryan Lederman,Financial Advisor;First Vice President - Investments,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ryan.lederman@ubs.com,,Salesforce
10611552,,Jon Vaccarella,"Senior Vice President, Wealth Management Advisor",,jon_vaccarella@ml.com,,List Import
9604834,,??????? ??????,,,v.v.buinov@gmail.com,,List import
4308633,,Dennis Gendreau,,,garcon2020@protonmail.com,6175199476,Web form fillout
11090427,Inactive Investor,Todd Praschan,,Sigma Financial Corporation Coldwater MI 24 N Monroe St,,,Salesforce
11143537,Inactive Investor,Brenda Senden,,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",senden.brenda@principal.com,,Salesforce
10801766,Inactive Investor,Matthew Carbray,,"Kestra Investment Services, LLC Avon CT 60 Avon Meadow Ln",,,Salesforce
11066262,Inactive Investor,Joseph Chory,,"Cambridge Investment Research, Inc. Elizabeth City NC 1406 W Ehringhaus St",,,Salesforce
9563191,,"Faheem Essop, CFA",,,essopfaheem@gmail.com,,List import
11087538,Inactive Investor,Marc Miller,Financial Advisor,"Raymond James Financial Services, Inc. Bradenton FL 8470 Enterprise Cir",marc.miller@raymondjames.com,,Salesforce
9602434,,Kev A,,,sinbadliving@gmail.com,,List import
10801149,Inactive Investor,Brian Brazzell,,"Raymond James & Associates, Inc.",brian.brazzell@raymondjames.com,,Salesforce
9624342,,Andre Midget-sims,,,andremidgetsims@gmail.com,,List import
10612487,,Peter Sanoulis,"Financial Advisor, Managing Director",,peter.sanoulis@ampf.com,,List Import
343376,,js -,,js [[Unknown]],sdgbj@sina.com,,Paid Social
9568334,,Shawn Healy,,,shawn.healy@53.com,,List import
11188598,Inactive Investor,Ryan Hawkins,Executive Director;Regional Leader,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10756485,Inactive Investor,Gabriel Parham,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",gabe.parham@ml.com,,Salesforce
10976828,Inactive Investor,Silvana Spinozzi,,J.P. Morgan Securities LLC Bronx NY 3775 Riverdale Ave,silvana.spinozzi@chase.com,,Salesforce
235175,, -,,[[Unknown]],universalrealty7@aol.com,,Advertising
11195014,Inactive Investor,Adela Lee,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",adela_lee@ml.com,,Salesforce
9544608,,Evan Harris,,,eharris@massmutual.com,,List import
11098212,Inactive Investor,Teena Milldebrandt,,Cetera Advisor Networks LLC Scottsdale AZ 7425 E Stetson Dr,milldebrandtt@ceteranetworks.com,,Salesforce
11232311,Inactive Investor,Antquain Williams,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10767670,Inactive Investor,Marie Johnson,,"Raymond James Financial Services, Inc. San Bernardino CA 236 W Orange Show Rd",marie.johnson@raymondjames.com,,Salesforce
10765886,Inactive Investor,Nicholas Lechuga,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Carlsbad CA 3446 Via Mercato",nicholas.c.lechuga@wellsfargo.com,,Salesforce
10939344,Inactive Investor,Lindita Biberaj,,J.P. Morgan Securities LLC Greenwich CT 111 W Putnam Ave,lindita.gega@jpmorgan.com,,Salesforce
9565249,,John Horn,,,john.horn@lfg.com,,List import
11018018,Inactive Investor,Olivia Wall,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,owall@ft.newyorklife.com,,Salesforce
10908268,Inactive Investor,Sarah Kardavani,Chief Compliance Officer;Director - Operations,"Vantage Wealth Management, LLC",sarah@vantagewealthmgmt.com,,Salesforce
10489939,,Raul Blanco,Financial Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,raul.blanco@fmr.com,,List Import
11167188,Inactive Investor,Evan Shvach,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",evan.shvach@ml.com,,Salesforce
10832333,Inactive Investor,David Hope,Financial Consultant,"NBC Securities, Inc.",dhope@nbcsecurities.com,,Salesforce
11146840,Inactive Investor,Matthew Kepa,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Des Plaines IL 1300 E Oakton St",matthew.kepa@ml.com,,Salesforce
10961376,Inactive Investor,Peter Sao,,"Robinhood Financial, LLC",peter.sao@robinhood.com,,Salesforce
10955968,Inactive Investor,Madison Cunningham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,madison.cunningham@fmr.com,,Salesforce
11029424,Inactive Investor,Marciana Elliott,,"Osaic Wealth, Inc.",,,Salesforce
11060272,Inactive Investor,Alexander Chang,Portfolio Manager;Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
225094,,Luke Eide,,Baird's Financial Advisors,leide@rwbaird.com,,source
11100017,Inactive Investor,David Steubing,Financial Advisor,Thrivent Investment Management Inc. San Antonio TX 13300 Old Blanco Rd,david.steubing@thrivent.com,,Salesforce
332785,,David Mucha,Managing Director,First Republic - San Francisco,dmucha@firstrepublic.com,,
204883,,Fred Nadel,,[Unknown],fred@nadelphelan.com,,
9587147,,Finny Kuruvilla,,,fkuruvilla@eventidefunds.com,,List import
9587733,,Saya Murton,,,saya.murton@tfaconnect.com,,List import
228804,,Liuhao -,,Liuhao [[Unknown]],lzmbbg@gmail.com,,
9571013,,minseok oh,,,myidslepy@gmail.com,,List import
11059283,Inactive Investor,Matthew Steiger,Client Manager;Vice President,"City National Securities, Inc. Beverly Hills CA 400 N Roxbury Dr",matthew.steiger@cnb.com,,Salesforce
11157465,Inactive Investor,Jerry Brown,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",jbrown75@ml.com,,Salesforce
9600834,,Mark Millsap,,,mmillsap@frmlr.com,,List import
11238328,Inactive Investor,James Atkinson,,"Guinness Atkinson Asset Management, Inc.",jim.atkinson@gafunds.com,,Salesforce
11260651,Inactive Investor,Saahil Kamulkar,,Evercore Group L.L.C.,,,Salesforce
11081366,Inactive Investor,Thomas Sanderson,First Vice President,"Wells Fargo Advisors Financial Network, LLC Buffalo NY 534 Delaware Ave",tgsanderson@wfafinet.com,,Salesforce
10873006,Inactive Investor,Traci Keiffer,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",traci.keiffer@nm.com,,Salesforce
10887846,Inactive Investor,William Koster,Investment Advisor,One Day In July LLC Vergennes VT 206 Main St,frank@onedayinjuly.com,,Salesforce
9545495,,Kenneth Besada,,,kbesada@kayecapital.com,,List import
9542773,,Roger Shulas,,,rrshulas@aol.com,,List import
186171,,Ryan McFarlane,,[Unknown],rbmcfarlane@gmail.com,,source
10782284,Inactive Investor,Lyndon Quinol,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",lyndon.quinol@schwab.com,,Salesforce
9562197,,Akmol Ali,,,akmol76@gmail.com,,List import
11162652,Inactive Investor,James Bowman,Financial Advisor,Edward Jones Columbia MO 3600 Interstate 70 Dr SE,jim.bowman@edwardjones.com,,Salesforce
11143553,Inactive Investor,Cody Roberts,Customer Relationship Associate,William Blair,croberts@williamblair.com,,Salesforce
11196348,Inactive Investor,David Seidel,,State Farm VP Management Corp. Falls Church VA 5894 Leesburg Pike,david.seidel.m2gi@statefarm.com,,Salesforce
11147592,Inactive Investor,Dylan Truancelewis,,Thurston Springer Financial Bloomfield Hills MI 39520 Woodward Ave,,,Salesforce
10954072,Inactive Investor,Martina Yorde Rincon,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,martina.yorde-rincon@jpmorgan.com,,Salesforce
10953661,Inactive Investor,Kimberly Aguilar,,J.P. Morgan Securities LLC Tempe AZ 830 S Mill Ave,kimberly.aguilar@jpmorgan.com,,Salesforce
11005490,Inactive Investor,Eduardo Macias,,Commonwealth Financial Network San Diego CA 600 W Broadway,emacias@commonwealth.com,,Salesforce
10916562,Inactive Investor,Charlotte Roper,,J.P. Morgan Securities LLC Venice FL 4203 Tamiami Trl S,charlotte.a.roper@jpmorgan.com,,Salesforce
10926710,Inactive Investor,Emilio Volz,Board Member;Chief Executive Officer;Managing Member;President,Saint Joseph Advisors LLC,evolz@saintjosephgroup.com,,Salesforce
10965775,Inactive Investor,Benjamin Young,Senior Vice President,"Central States Capital Markets, LLC",byoung@centralstatescapital.com,,Salesforce
10883695,Inactive Investor,Robert Reece,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Colleyville TX 5701 Colleyville Blvd",robert.reece@ml.com,,Salesforce
10806303,Inactive Investor,Carter Melvin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,carter.melvin@fidelity.com,,Salesforce
9547876,,Michelle Ransom,,,mransom@massmutual.com,,List import
10815146,Inactive Investor,Sheree Ziemba,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 2448 E 81st St",sheree.l.ziemba@ampf.com,,Salesforce
10922082,Inactive Investor,Matthew Slaggie,,"Raymond James Financial Services, Inc. Winona MN 655 Franklin St",matthew.slaggie@raymondjames.com,,Salesforce
335441,,Matt Shuman,Director Of Business Development,"Gemspring Capital Management, Llc",matt@gemspring.com,203-842-8941,Manual List Upload
10894616,Inactive Investor,James McCarthy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11154398,Inactive Investor,Fernando Soto Cancel,,PFS Investments Inc. Houston TX 738 Hwy 6 S,fsoto-cancel@primerica.com,,Salesforce
348897,,Andrew Rosen,Managing Partner,Kainos (tx) Capital Lp,arosen@kainoscapital.com,214-740-7300,Manual List Upload
11180861,Inactive Investor,Ari Ohayon,Financial Consultant Trainee,"Charles Schwab & Co., Inc. Beverly Hills CA 9757 Wilshire Blvd",,,Salesforce
10878318,Inactive Investor,Andrew Zarnett,,Jefferies LLC,azarnett@jefferies.com,,Salesforce
9583211,,Greg Balls,,,greg.balls@ftnmainstreet.com,,List import
10614042,,Peter Casale,"Financial Advisor, Senior Vice President - Investments",,peter.casale@wellsfargoadvisors.com,,List Import
11111245,Inactive Investor,Bryan Bayliss,,J.P. Morgan Securities LLC Houston TX 600 Travis St,bryan.bayliss@jpmorgan.com,,Salesforce
99567,,Wayne Ferbert,Managing Partner,Alpha Dna Investment Management,wayne.ferbert@alphadnaim.com,443-288-6444,Manual List Upload
10983109,Inactive Investor,Melissa Carr,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,melissa.carr@primerica.com,,Salesforce
10846007,Inactive Investor,Andrew Hailes,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",andrew.hailes@nm.com,,Salesforce
248464,,Marc Wagner,Data science,JPMC,wagner_marc@hotmail.com,,Manual List Upload
10851172,Inactive Investor,Mingzhuang Li,,Goldman Sachs & Co.,,,Salesforce
11008533,Inactive Investor,Matthew Dolan,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",matthew.dolan@prudential.com,,Salesforce
10809990,Inactive Investor,Daniel Treanor,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",dan.treanor@wellsfargoadvisors.com,,Salesforce
10606705,,Peter Maroney,"Financial Advisor, Portfolio Manager, Vice President - Wealth Management",UBS Financial Services Inc.,peter.maroney@ubs.com,212-309-3026,List Import
9572629,,SAMI BOUTERAA,,,samibouteraa@gmail.com,,List import
11222342,,Phillip Olney,,,polney@regalfin.com,,List Import
10884860,Inactive Investor,James King,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",,,Salesforce
9604760,,Shawn Yeager,,,shawn.yeager@gmail.com,,List import
10893294,Inactive Investor,Anthony Cianflone,,Cetera Financial Specialists LLC East Longmeadow MA 264 N Main St,anthony.cianflone@ceterafs.com,,Salesforce
11163101,Inactive Investor,Carl Lottman,Financial Professional,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",clottman@financialguide.com,,Salesforce
10489461,,Fred Leano,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",fred.leano@ml.com,,List Import
10843974,Inactive Investor,Samuel Higgins,,State Farm VP Management Corp. Spokane WA 3007 E 57th Ave,,,Salesforce
9569298,,Ronald Scott,,,ronscott@sagepointadvisor.com,,List import
11200214,Inactive Investor,Guy Wilson,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",guy.wilson@equitable.com,,Salesforce
11072817,Inactive Investor,Kenneth Patterson,Financial Advisor,PFS Investments Inc. Hartsdale NY 100 N Central Ave,kenneth.patterson@primerica.com,,Salesforce
11149914,Inactive Investor,John Stevenson,,Cetera Investment Services LLC Panama City Beach FL 11540 Panama City Beach Pkwy,,,Salesforce
9581974,,John Scully,,,john.scully@nuveen.com,,List import
11141743,Inactive Investor,Edelyn Corniel,,Fidelity Brokerage Services LLC,,,Salesforce
10810569,Inactive Investor,Grant Simmer,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",grant_simmer@ml.com,,Salesforce
10897611,Inactive Investor,Jose Rivera,General Partner,Ivory Global Capital Group Fresno CA 1300 E Shaw Ave,,,Salesforce
224217,,Robert Harrow,,[Unknown],adventbrew@gmail.com,,Direct
9545192,,Tyler Fincher,,,twfincher@zoho.com,,List import
9609960,,Ali Payandeh,,,qeshm.bax7100@gmail.com,,List import
11031943,Inactive Investor,Ryan Potter,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10840712,Inactive Investor,Wei Li,Financial Advisor,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",li_wei@nlvmail.com,,Salesforce
11192538,Inactive Investor,Angela Hill,Financial Advisor,Edward Jones Lancaster OH 520 S Broad St,,,Salesforce
11183906,Inactive Investor,William Yingst,Financial Advisor;Vice President,Morgan Stanley Santa Barbara CA 1332 Anacapa St,william.yingst@morganstanley.com,,Salesforce
11116459,Inactive Investor,Ariel Maldonado-Vazquez,,PFS Investments Inc. Guaynabo Calle Romerillo,amaldonado-vazquez@primerica.com,,Salesforce
10754502,Inactive Investor,Georg Farrak,Financial Services Representative,"MML Investors Services, LLC Avon NY Private Residence",georgfarrak@financialguide.com,,Salesforce
10979891,Inactive Investor,Kenneth Richardson,,LPL Financial LLC Ronan MT 11 Main St SE,,,Salesforce
10908023,Inactive Investor,Mariano Perez,Financial Advisor,Edward Jones Miami FL 5251 SW 64th Ave,mariano.perez@edwardjones.com,,Salesforce
11027432,Inactive Investor,Michael Bynarowicz,Financial Consultant,"Equitable Advisors, LLC Greenville SC 750 Executive Center Dr",michael.bynarowicz@equitable.com,,Salesforce
95441,,iman hararat,,France,iman.hararat@gmail.com,,
11098343,Inactive Investor,John Nowak,,"The Leaders Group, Inc.",,,Salesforce
9551125,,Tanner Hefner -,,,tannerhef55@gmail.com,,List import
11221458,,Barbara McFee Peisert,,,barbara@mcfeefinancial.com,,List Import
9558164,,Jerry Lopez,,,jerrylooez@aol.com,,List import
11016534,Inactive Investor,William Marino,,"Kestra Investment Services, LLC",,,Salesforce
10762666,Inactive Investor,Lawrence David,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,larry.david@opco.com,,Salesforce
228632,, -,,[[Unknown]],omohana@yahoo.com,,
10898446,Inactive Investor,Jonathan Cooke,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",jonathan.cooke@fidelity.com,,Salesforce
10999029,Inactive Investor,Stephen Berenson,"Managing Partner, Financial Advisor","NewEdge Securities, Inc. Mokena IL 9450 Enterprise Dr",sberenson@risinglightfa.com,,Salesforce
10982254,Inactive Investor,James Mckenzie,,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",jamesmckenzie@synovus.com,,Salesforce
10881348,Inactive Investor,Nghi Ho,,"Next Financial Group, Inc. Houston TX 13111 Westheimer Rd",,,Salesforce
11106935,Inactive Investor,Matthew Crescenzo,,Wealthcare Advisory Partners LLC Horsham PA 200 Gibraltar Rd,,,Salesforce
10489180,,Nicole Gilbert,Senior Vice President,"BOK Financial Securities, Inc. Plano TX 6105 W Park Blvd",ngilbert@bokf.com,,List Import
11045646,Inactive Investor,Terry Schnare,Financial Advisor,LPL Financial LLC Naples FL 3003 Tamiami Trl N,terry.schnare@lpl.com,,Salesforce
11155809,Inactive Investor,Paul Gilman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11099417,Inactive Investor,Mark Olsen,,Cetera Advisor Networks LLC Elkhorn NE 3703 N 200th St,,,Salesforce
9564281,,Roger Berman,,,roger.berman@psgltd.org,,List import
9643623,,Michael Mihalic,,,investmintnews@gmail.com,,List import
11094199,Inactive Investor,Andrette Munnerlyn,,PFS Investments Inc. Montgomery AL 35 Carol Villa Dr,amunnerlyn@primerica.com,,Salesforce
10813023,Inactive Investor,Gail Purchia,,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,gail.konstantin@ubs.com,,Salesforce
11072212,Inactive Investor,Jennifer Floyd,Financial Advisor,"Ameriprise Financial Services, LLC Columbia SC 845 Polo Rd",jennifer.m.hutchison@ampf.com,,Salesforce
10768757,Inactive Investor,Michael Prazak,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",michael.prazak@nm.com,,Salesforce
11113229,Inactive Investor,Scott Kopycinski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11235633,Inactive Investor,Jeffrey McHale,Financial Advisor,Wealth Effects Pembroke MA Private Residence,jmchale@w-effects.com,,Salesforce
9550999,,Sarah Miles,,,sarahmiles9090@gmail.com,,
10858979,Inactive Investor,Scott Pagenkopf,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2700 National Dr",,,Salesforce
9558084,,Matthew Barrett,,,matthewbarrett@financialguide.com,,List import
11013072,Inactive Investor,Brennan Conklin,,"Cambridge Investment Research, Inc. Carthage MO 2443 Fairlawn Dr",,,Salesforce
350118,,Thomas Miller,Managing Partner,Eagle Strategies LLC,tjmiller@ft.newyorklife.com,425-462-4800,
43754,,Willis Holdeman,Financial Advisor,"MML Investors Services, LLC",wholdeman@massmutual.com,405-315-0627,
11029730,Inactive Investor,Renee Forde,,State Farm VP Management Corp. West Fargo ND 3139 Blue Stem Dr,renee.forde.qpda@statefarm.com,,Salesforce
370690,,Ben Johnson,,United Kingdom,benj@bemoreriot.com,,Salesforce
10900187,Inactive Investor,Steven Tiernan,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10810192,Inactive Investor,Andrew Hepola,,"Northwestern Mutual Investment Services, LLC Anchorage AK 4241 B St",andrew.hepola@nm.com,,Salesforce
10855686,Inactive Investor,Ginger Montagna,,"Raymond James Financial Services, Inc. Woodcliff Lake NJ 50 Tice Blvd",ginger.montagna@raymondjames.com,,Salesforce
10762554,Inactive Investor,Lauren Francis,Financial Advisor;Wealth Management Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,lauren.francis1@morganstanley.com,,Salesforce
9597264,,Michael Coyne,,,michaelc@trutinafinancial.com,,List import
11033579,Inactive Investor,Michael Maclean,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
9576946,,Darren Scrimpshire,,,dscrimpshire@massmutual.com,,List import
11151821,Inactive Investor,Orlando Diaz,,"Raymond James Financial Services, Inc. Basking Ridge NJ 180 Mount Airy Rd",orlando.diaz@raymondjames.com,,Salesforce
9583292,,dalsu Chung,,,timecap21@gmail.com,,List import
112902,,Adriaenssens Simon,,LHP,simon.a19954@hotmail.fr,,Direct
9646420,,Michael Turk,,,miketurk@fastmail.fm,,List import
9542522,,mayur baheti,,,mayurbaheti@tharlifestyle.com,,List import
10486570,,Gregory Feldman,Senior Investment Consultant,Thornburg Investment Management Inc,gfeldman@thornburg.com,,List Import
10882729,Inactive Investor,Nina Reyes,Senior Client Service Associate,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,nina.reyes@morganstanley.com,,Salesforce
9575689,,Cory Libis,,,cory.libis@securitiesamerica.com,,List import
9571115,,Sophia Lee,,,sophialsw@gmail.com,,List import
10869435,Inactive Investor,Leonardo Stivelman,Investment Advisor;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10618899,,Cheryl Snook,,,cheryl.snook@morganstanley.com,,List Import
9620548,,Michael Green,,,mikegreennj@gmail.com,,List import
11190237,Inactive Investor,Joseph Behler,Financial Advisor,Edward Jones Spokane WA 11707 E Sprague Ave,joe.behler@edwardjones.com,,Salesforce
10778274,Inactive Investor,Kayla Sickman,Senior Client Service Associate,Morgan Stanley Houston TX 1330 Post Oak Blvd,kayla.knox@morganstanley.com,,Salesforce
11077693,Inactive Investor,David Libler,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",craig.libler@schwab.com,,Salesforce
9541678,,Ben Sharpe,,,polar.scrams-0k@icloud.com,,List import
11119164,Inactive Investor,Randi O'Neill,Business Execution Consultant,"Wells Fargo Advisors Financial Network, LLC Sacramento CA 301 University Ave",randi.oneill@wfafinet.com,,Salesforce
10903063,Inactive Investor,Gregory Bushman,Financial Consultant,Thrivent Investment Management Inc. Concordia MO 730 S Main St,greg.bushman@thrivent.com,,Salesforce
10771145,Inactive Investor,Robert Norton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",robert.d.norton@ml.com,,Salesforce
10884454,Inactive Investor,Neel Keiser,Financial Advisor,LPL Financial LLC Kenesaw NE 401 N Smith Ave,neel.keiser@lpl.com,,Salesforce
11236194,Inactive Investor,Kyle Kramer,Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
348024,,Thomas Gibbons,CFO,Bny Mellon Securities Corporation,thomas.gibbons@bnymellon.com,212-635-8827,Manual List Upload
9589805,,Antonio Maley,,,defav63827@koldpak.com,,List import
9563921,,Marci Stier,,,marci.stier@lfg.com,,List import
10905084,Inactive Investor,Michael Compton,,PFS Investments Inc. Clarksville TN 25 Jefferson St,michael.compton@primerica.com,,Salesforce
10788253,Inactive Investor,Heath Johnson,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 177 Montague St,heath.x.johnson@jpmorgan.com,,Salesforce
10868890,Inactive Investor,Timothy Kiley,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",tim.kiley@wellsfargoadvisors.com,,Salesforce
11185110,Inactive Investor,Paul Hammond,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",paul.s.hammond@wellsfargo.com,,Salesforce
9604726,,Jomar Fernandez,,,jfernandez@gladstonewealth.com,,List import
10817660,Inactive Investor,Derick Houston,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,derick.houston@jpmorgan.com,,Salesforce
10766910,Inactive Investor,Michael Hill,Client Service Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
11193078,Inactive Investor,Henry Barringer,Financial Advisor;Member,"Alpha Financial Advisors, LLC",,,Salesforce
10834742,Inactive Investor,Ellen Ginsberg,Chief Compliance Officer;Financial Planner,"Harbor Asset Planning, Inc. Belmont MA 48 Leonard St",eginsberg@harborasset.com,,Salesforce
10804623,Inactive Investor,Fiona Alfred,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Titusville FL 2600 Barna Ave",fiona.alfred@ml.com,,Salesforce
11111581,Inactive Investor,Thomas Wilmink,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Barboursville WV 102 Meadow Pointe",thomas.wilmink@nm.com,,Salesforce
9614217,,Cary Baetz,,,cbaetz@protonmail.com,,List import
10889857,Inactive Investor,Andrew Fleschner,Chief Compliance Officer;Principal,Fleschner Investments West Palm Beach FL Private Residence,,,Salesforce
10972251,Inactive Investor,Daniel Johns,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",daniel.k.johns@nm.com,,Salesforce
334243,,James McQuiggan,"CRPS, Financial Advisor","Pinnacle Investments, Llc",jmcquiggan@pinnacleinvestments.com,315-251-1101,Manual List Upload
9626724,,Leonard Dupray,,,lsdupray@gmail.com,,List import
10922032,Inactive Investor,Keith Walle,,"Osaic Wealth, Inc. Springfield IL 3051 Hollis Dr",,,Salesforce
10864510,Inactive Investor,Clifford Shirah,,Cabot Lodge Securities LLC Blue Ridge GA 730 E 2nd St,clifford.shirah@clsecurities.com,,Salesforce
10813890,Inactive Investor,Mahendra Bist,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",mahendra.bist@wellsfargoadvisors.com,,Salesforce
11103718,Inactive Investor,Ryan Cernoch,,Stephens Nashville TN 3100 W End Ave,ryan.cernoch@stephens.com,,Salesforce
11027143,Inactive Investor,Jesse Cotney,Financial Representative,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",jesse.cotney@nm.com,,Salesforce
11142833,Inactive Investor,Kevin Lincoln,,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",kevin.lincoln@ampf.com,,Salesforce
341966,,Anna Prata,"Financial Controller, Non-member Manager",Argo Infrastructure Partners Lp,anna.prata@argoip.com,212-521-5096,Manual List Upload
10800157,Inactive Investor,Thomas Ternes,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",thomas.ternes@ampf.com,,Salesforce
11098415,Inactive Investor,Douglas Ingham,Vice President,Morgan Stanley Orinda CA 2 Theatre Sq,douglas.ingham@morganstanley.com,,Salesforce
9604676,,Dennis Gardner,,,dr_goodhealth@yahoo.com,,List import
4339279,Inactive Investor,Austin Poirier,Senior Research Analyst,Ballentine Partners,apoirier@ballentine-finn.com,(781) 314-1311,
10838851,Inactive Investor,Edward Roberts,Assistant Vice President;Financial Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,edward.roberts@morganstanley.com,,Salesforce
10903453,Inactive Investor,Jamie Buchanan,,LPL Financial LLC,jamie.buchanan@lpl.com,,Salesforce
10944556,Inactive Investor,Andre Walker,,"Osaic Wealth, Inc. Saint Louis MO 7733 Forsyth Blvd",,,Salesforce
10789951,Inactive Investor,Erin Carroll,Portfolio Associate,Morgan Stanley Colchester VT 105 W View Rd,erin.carroll@morganstanley.com,,Salesforce
11088892,Inactive Investor,Bradley Morrow,,"First Command Brokerage Services, Inc. Clarksville TN 2279 Raleigh Ct",,,Salesforce
11134461,Inactive Investor,Joanna Adams,Director - Investment Services,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",joanna.adams@nm.com,,Salesforce
10834543,Inactive Investor,Nicholas Cayetano,Anti-Money Laundering Compliance Officer,"OneAmerica Securities, Inc.",,,Salesforce
9546203,,Clarizcel Perez,,,c.perez@transamerica.com,,List import
135946,,D. Keefe,,"Kestra Advisory Services, Llc",d..keefe@kestrafinancial.com,,
10875596,Inactive Investor,Brian Mccabe,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
9541511,,Carl Caudle,,,stock4crc@gmail.com,,List import
11059734,Inactive Investor,Andrew Schaffel,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,amschaffel@ft.newyorklife.com,,Salesforce
11110169,Inactive Investor,Kyle Bryan,,PFS Investments Inc. Cathedral City CA 35325 Date Palm Dr,kbryan.5vvcx@primerica.com,,Salesforce
11084879,Inactive Investor,Sandra Delgado,Senior Client Associate,"Wells Fargo Clearing Services, LLC Georgetown TX 3727 Williams Dr",sandra.delgado@wfadvisors.com,,Salesforce
6872,,betty pring,,[[Unknown]],royandbettypring@gmail.com,,Initial Salesforce Import
9556644,,JEN JHON,,,khfgtfydmwm@spacehotline.com,,List import
10991271,Inactive Investor,Evan Ball,Financial Advisor,LPL Financial LLC Lexington KY 1151 Red Mile Rd,evan.ball@lpl.com,,Salesforce
10487350,,Maria Stathakis,Senior Wealth Strategy Associate,UBS Financial Services Inc.,maria.stathakis@ubs.com,,List Import
11050354,Inactive Investor,James Di Gesu,Senior Wealth Advisor,Belpointe Asset Management LLC Pocono Pines PA Private Residence,james.di-gesu@belpointeasset.com,,Salesforce
10966731,Inactive Investor,Kevin Bruce,Chief Strategic Officer,"HFG Wealth Management, LLC",kevin.bruce@hfgwm.com,,Salesforce
10988907,Inactive Investor,Michael Pagnotta,,Vanguard Marketing Corporation,michael_pagnotta@vanguard.com,,Salesforce
11147479,Inactive Investor,Leith Bakhit,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10993055,Inactive Investor,Michael Willis,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",m.willis@raymondjames.com,,Salesforce
10981572,Inactive Investor,Andrew Early,Analyst;Portfolio Manager,Saratoga Research & Investment Management,andrew@saratogarim.com,,Salesforce
11219031,,Luke Quimby,,,lquimby@seic.com,,Other
10714176,,Bizwhiznetwork .com,,,bizwhiznetwork@gmail.com,,Web Form Fillout
10948995,Inactive Investor,Natalee Adams,Relationship Manager,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",natalee.adams@ampf.com,,Salesforce
10833593,Inactive Investor,Kyle Clements,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Chapel Hill NC 1414 Raleigh Rd",kyle.clements@rbc.com,,Salesforce
11125735,Inactive Investor,Bradley Nastri,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",bradley.nastri@nm.com,,Salesforce
1004922,Inactive Investor,Harison Sidhu,Director of Research,Fiduciary Trust Company,hsidhu@fiduciary-trust.com,(617) 482-5270,
11145065,Inactive Investor,John Kollar,,"Cambridge Investment Research, Inc. Saint Petersburg FL 112 44th Ave N",,,Salesforce
10963969,Inactive Investor,Neil Farrell,Chief Compliance Officer;Financial Advisor;Vice President,Farrell Financial,nvf@farrellfinancialllc.com,,Salesforce
10825756,Inactive Investor,John Parker,,"Wells Fargo Advisors Financial Network, LLC Fort Worth TX 4200 S Hulen St",,,Salesforce
10809401,Inactive Investor,Allen Jones,Financial Advisor,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",allen.jones@raymondjames.com,,Salesforce
10979142,Inactive Investor,Scott Walker,,Vanguard Marketing Corporation,scott_walker@vanguard.com,,Salesforce
11086590,Inactive Investor,Cristina Gabalda,Financial Advisor,"Ameriprise Financial Services, LLC Alexandria VA 5680 King Centre Dr",cristina.gabalda@ampf.com,,Salesforce
11024227,Inactive Investor,Miok Fowler,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10809650,Inactive Investor,Brenda Badami,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",brenda_badami@ml.com,,Salesforce
11230507,Inactive Investor,Evan Brandsma,Financial Planner,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",evan.brandsma@prudential.com,,Salesforce
10849738,Inactive Investor,Jody Nunez,,"Ameritas Investment Company, LLC Coeur D Alene ID 2377 E Packsaddle Dr",jnunez@ameritas.com,,Salesforce
234837,, -,,[[Unknown]],fxtraderpinas@gmail.com,,Paid Social
11210665,Inactive Investor,Emily Spitz,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10828822,Inactive Investor,Denise Pinon,,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",denise.pinon@wellsfargoadvisors.com,,Salesforce
238255,,austinv10@gmail.com Veal,,[Unknown],austinv10@gmail.com,,
10430475,,Sam Lewis,,,s.lewis@albourne.com,,Web Form Fillout
11175352,Inactive Investor,Lauren Ghelardini,Financial Advisor,"Ameriprise Financial Services, LLC Lexington SC 311 Meetze Ave",,,Salesforce
10754137,Inactive Investor,Mark McCall,Financial Advisor,Edward Jones Baton Rouge LA 17301 Jefferson Hwy,tony.mccall@edwardjones.com,,Salesforce
9642622,,Jx L,,,jx@endowus.com,,List import
10611189,,Levar Brown,"Resident Director, Vice President, Wealth Management Advisor",,levar_brown@ml.com,,List Import
9597268,,Brian Hankel,,,brian.hankel@energypowerpartners.com,,List import
11002448,Inactive Investor,Maxwell Bobrycki,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,mbobrycki@ft.newyorklife.com,,Salesforce
11147215,Inactive Investor,Michael Kouroupakis,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10842357,Inactive Investor,Kevin Willett,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,kevin.willett@opco.com,,Salesforce
9621495,,Oleg EVSEEV,,,evseev.ov@gmail.com,,List import
10974888,Inactive Investor,Christian Pipkin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,christian_pipkin@vanguard.com,,Salesforce
11235038,Inactive Investor,Edward Goldfarb,Advisor;Member;Partner,"Siharum Advisors, LLC Boston MA 20 Park Plz",,,Salesforce
11065238,Inactive Investor,Richard Martinson,,"Raymond James Financial Services, Inc. Melbourne FL 6767 N Wickham Rd",rich.martinson@raymondjames.com,,Salesforce
10755428,Inactive Investor,Scott Stratford,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",scott_f_stratford@ml.com,,Salesforce
9641215,,Helen Zhang,,,helen.y.zhang@gmail.com,,List import
11117839,Inactive Investor,Kate Logan-Lindgren,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Jupiter FL 4600 Military Trl",,,Salesforce
10962854,Inactive Investor,Christopher Berry,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Managing Member,Castle Wealth Group Investments LLC,chris@castlewealthgroup.com,,Salesforce
10820413,Inactive Investor,Jane Rojas,Executive Director - Wealth Management;Family Wealth Director;Financial Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,jane.rojas@morganstanley.com,,Salesforce
10757137,Inactive Investor,Frank Bisceglia,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Jose CA 50 W San Fernando St,frank.bisceglia@ubs.com,,Salesforce
10808507,Inactive Investor,Jeff Main,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,jeff.main@morganstanley.com,,Salesforce
11190650,Inactive Investor,Mark Gutner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville Centre NY Private Residence",mark.gutner@ml.com,,Salesforce
11208668,Inactive Investor,Shanda Swinehart,Associate Representative,Thrivent Investment Management Inc. Medicine Lodge KS 104 E Kansas Ave,shanda.swinehart@thrivent.com,,Salesforce
11153500,Inactive Investor,Nathan Goad,,"J. Alden Associates, Inc.",ngoad@j-alden.com,,Salesforce
9644042,,Jay Wang,,,stopraining@gmail.com,,List import
9619130,,David Hartzell,,,dave@cornellcapitalmanagement.com,,List import
11044147,Inactive Investor,Rhonda Downing,,"Raymond James Financial Services, Inc. Bainbridge GA 908 Tallahassee Rd",r.downing@raymondjames.com,,Salesforce
10615107,,Jose Martinez,"Director - Alternative Investments, Financial Advisor",,jose.m.martinez@morganstanley.com,,List Import
11170695,Inactive Investor,Jodi Perelman,,"Truist Investment Services, Inc.",,,Salesforce
11092182,Inactive Investor,Logan Mitchell,Financial Planning Director;Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11072854,Inactive Investor,Katherine Mussalli,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11071496,Inactive Investor,Armando Navarro,,Morgan Stanley Houston TX 717 Texas St,,,Salesforce
11144937,Inactive Investor,Joshua Reams,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
11004737,Inactive Investor,Joshua Miramontes,,"Wells Fargo Clearing Services, LLC Long Beach CA 4411 E Pacific Coast Hwy",joshua.miramontes@wellsfargo.com,,Salesforce
9627361,,Steven Chadler Pangilinan,,,hhaha2195@gmail.com,,List import
10937107,Inactive Investor,Christopher Pyle,,"Grove Point Investments, LLC Savage MN Private Residence",,,Salesforce
10756465,Inactive Investor,Janet Bremes,,Morgan Stanley La Jolla CA 1111 Prospect St,janet.bremes@morganstanley.com,,Salesforce
10591704,,Idola Mcintosh,,,wocomoveri@mailinator.com,,Web Form Fillout
10813601,Inactive Investor,Brett White,Private Wealth Advisor,"Ameriprise Financial Services, LLC Villa Park IL 1 Oakbrook Ter",brett.d.white@ampf.com,,Salesforce
9604529,,Greg Cherry,,,greg.cherry@gmail.com,,List import
124174,,Kelly Henning,"Elected Manager, Principal, Wealth Manager","Modera Wealth Management, LLC",kellyh@moderawealth.com,201-768-4600,
9611340,,David Cheong,,,davidcheongyl@gmail.com,,List import
5074177,,Brendan Kearney,,,bkearney0516@gmail.com,,Web form fillout
10944051,Inactive Investor,Robert Esposito,,"Osaic Wealth, Inc. Manchester Center VT Private Residence",,,Salesforce
9555779,,Katrenna Ellis,,,mskatrenna@gmail.com,,List import
10905875,Inactive Investor,Michelle Dean,,NYLIFE Securities LLC Sonora CA 424 Washington St,mdean@ft.newyorklife.com,,Salesforce
10830215,Inactive Investor,Zachary Adams,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,zachary.adams@jpmorgan.com,,Salesforce
10898966,Inactive Investor,Daniel Shader,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tucson AZ 6401 N Campbell Ave",,,Salesforce
246125,,Not Provided,Policy advisor,Chainalysis,jordan.wain@chainalysis.com,,Manual List Upload
9639552,,Paula Tinch,,,paula.tinch@rochesterregional.org,,List import
11026772,Inactive Investor,Christopher Beddick,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10977937,Inactive Investor,Eric Frac,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,eric.frac@jpmorgan.com,,Salesforce
11115298,Inactive Investor,Melinda Hightower,,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
8622370,,Martin Echague,,,martinechague11@gmail.com,,Web Form Fillout
11012777,Inactive Investor,Vanessa Torrecilla Lopez,,PFS Investments Inc. Houston TX 11757 Katy Fwy,vtorrecilla-lopez@primerica.com,,Salesforce
4814825,,Stanley Banks,,,banks.stanley19@gmail.com,,Web Form Fillout
9616833,,Robert Brann,,,rgb21401@yahoo.com,,List import
11183288,Inactive Investor,Ryan Doyle,Financial Services Professional,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",,,Salesforce
10788039,Inactive Investor,Elizabeth Hitchcock,,PFS Investments Inc. Fredericksburg VA 12225 Amos Ln,elizabeth.hitchcock@primerica.com,,Salesforce
11178607,Inactive Investor,Matthew Stange,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",matt.stange@schwab.com,,Salesforce
10802811,Inactive Investor,Jeffrey King,Chief Manager;Personal Wealth Consultant;President;Regulatory Contact,C & J Wealth Advisors,mking@cjwealth.com,,Salesforce
10834866,Inactive Investor,Duncan Kelm,Wealth Advisor,LPL Financial LLC Santa Rosa CA 1011 2nd St,duncan.kelm@lpl.com,,Salesforce
11127822,Inactive Investor,Jonathan Azmat,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathan_azmat@vanguard.com,,Salesforce
9576177,,Seth Shalov,,,sshalov@maiwealth.com,,List import
6066105,,mili ko,,,ticomim585@dentaltz.com,,Web Form Fillout
11217831,,Elizabeth Doherty,,,elizabeth.doherty@jpmorgan.com,,List Import
11162467,Inactive Investor,James Dimitriou,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,james.dimitriou@lpl.com,,Salesforce
10980367,Inactive Investor,Karen Weigle,Investment Advisor,"Global Steward Advisors, LLC",,,Salesforce
10510217,,Debbie Badillo,Client advisor,MEIRA,debbie@meirawealth.com,,List Import
11184830,Inactive Investor,Dimitris Bertsimas,Board Member;Chairman;Co-Founder,Savvi Financial LLC,,,Salesforce
10841332,Inactive Investor,Dustin Rudder,,"Hantz Financial Services, Inc.",dustin.rudder@hantzgroup.com,,Salesforce
9636524,,Gordon Harper,,,gordon.harper@armourllc.com,,List import
9575059,,Edward O'Gorman,,,eogorman@riverwealthadvisors.com,,List import
10999536,Inactive Investor,Rebecca Rodgers,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,rebecca.scholle@edwardjones.com,,Salesforce
9567064,,Joshua Cho,,,joshuacho@yahoo.com,,List import
11137969,Inactive Investor,Robert Taylor,,PFS Investments Inc. Brighton CO 29 N Main St,rtaylor.vmn35@primerica.com,,Salesforce
10644572,,Stephen Freyn,,,sfreyn@dougallassociates.com,,List Import
11057445,Inactive Investor,Cheri Roman,Financial Advisor,"M. E. Allison & Co., Inc.",croman@meallison.com,,Salesforce
10946183,Inactive Investor,Linda Neuenburg,,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
198603,,David Becker,,MD-JD,beckerdw@msn.com,2087359288,
11093222,Inactive Investor,Emily Chambers-Bingo,,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",e.chambers-bingo@wfadvisors.com,,Salesforce
11012111,Inactive Investor,Carla Lien,Trainee,Thrivent Investment Management Inc. Cambridge MN 145 2nd Ave SW,carla.lien@thrivent.com,,Salesforce
347136,,Walker Holloway,"Sr Vp, Director",Security Capital Management,wholloway@hazlettburt.com,304-233-3312,Manual List Upload
11039902,Inactive Investor,Michael Tupek,,"Schlitt Investor Services, Inc.",mike@schlittservices.com,,Salesforce
11200180,Inactive Investor,Raymond Abraham,,Cetera Advisor Networks LLC Walnut Creek CA Private Residence,abrahamr@ceteranetworks.com,,Salesforce
10645789,,Jialiang Bi-Masterson,,,jialiang.bi-masterson@wellsfargo.com,,List Import
10901255,Inactive Investor,Nicholas Klopsis,,"American Portfolios Financial Services, Inc. Smithtown NY 227 E Main St",nklopsis@americanportfolios.com,,Salesforce
9542798,,William Marsaglia,,,bill.marsaglia@thrivent.com,,List import
11025961,Inactive Investor,Maria Elizabeth Vargas,,PFS Investments Inc. San Diego CA 7220 Trade St,mvargas@primerica.com,,Salesforce
10870939,Inactive Investor,Eric Hipolito,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,eric.hipolito@primerica.com,,Salesforce
11205026,Inactive Investor,Keith Yoder,Vice President - Investments,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",keith.yoder@raymondjames.com,,Salesforce
10857428,Inactive Investor,Dennis Lamey,Wealth Management Associate,Morgan Stanley Indianapolis IN 800 E 96th St,,,Salesforce
10813921,Inactive Investor,Brian Planz,,"Allstate Financial Services, LLC Findlay OH 1046 Interstate Ct",brianplanz@allstate.com,,Salesforce
11196529,Inactive Investor,Thu Huynh,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,kathy.huynh.qfg5@statefarm.com,,Salesforce
233161,,Afshin -,,Afshin [[Unknown]],mahjoubia509@gmail.com,,Content
348846,,James Egan,Senior Vice President,Janney Capital Management Llc,jegan@janney.com,412-562-8100,Manual List Upload
340051,,Dave Anderson,Partner,Moss Adams Wealth Advisors Llc,dave.anderson@mossadams.com,206-302-6500,Manual List Upload
10810148,Inactive Investor,Chad Boreen,,"Osaic Wealth, Inc. Somerset WI Private Residence",,,Salesforce
10876614,Inactive Investor,Michelle Newall,Associate,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,michelle.newall@jpmorgan.com,,Salesforce
11239006,Inactive Investor,Haim Kopans,,Jvp,haim@jvpstudio.com,,Salesforce
11046111,Inactive Investor,Gary Johanson,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,gary.johanson@mutualofamerica.com,,Salesforce
373820,,Darren Kane,,[Unknown],darren.kane@missioncriticalservices.com,,source
10758522,Inactive Investor,Jeffrey Brannen,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jeff_brannen@ml.com,,Salesforce
10763181,Inactive Investor,Michael Brittain,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",michael.brittain@rbc.com,,Salesforce
11186725,Inactive Investor,Daniel Hayes,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,,,Salesforce
11206998,Inactive Investor,Max Strasburg,Chief Compliance Officer;Principal,Strasburg Asset Management Company LLC,,,Salesforce
11190826,Inactive Investor,Jose Casado,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,jose.casado@chase.com,,Salesforce
10821268,Inactive Investor,Beau Moyer,Vice President - Investments,"Raymond James & Associates, Inc. Zanesville OH 17 N 4th St",beau.moyer@raymondjames.com,,Salesforce
9578105,,Taiwo OKUNBANJO,,,okunbanjotaiwo@yahoo.com,,List import
10926129,Inactive Investor,Brett Sikorski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",brett.sikorski@ml.com,,Salesforce
9577199,,Takima Small,,,mudre1@yahoo.com,,List import
9543878,,Eric Steingruebner,,,esteingruebner@europac.net,,List import
9577454,,Richard Medina,,,richardm106@gmail.com,,List import
374070,,Dezane Woods,,[Unknown],info@ebin.pub,,source
9579406,,Christopher Dodd,,,christopher.dodd@fidelity.com,,List import
10851604,Inactive Investor,Linda Walli,Paraplanner,"Ameriprise Financial Services, LLC Duluth MN 227 W 1st St",linda.r.walli@ampf.com,,Salesforce
9646640,,Wesley Mckenzie,,,wesley.purcell@ml.com,,List import
10870520,Inactive Investor,Ryan Cobb,Financial Advisor,Davenport & Company LLC Norfolk VA 101 W Main St,rcobb@investdavenport.com,,Salesforce
10928346,Inactive Investor,Jill Nieskes,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10981492,Inactive Investor,Divya Bhasin,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,dbhasin@ft.newyorklife.com,,Salesforce
11122190,Inactive Investor,Sean Ferguson,Financial Advisor,Edward Jones Lemoyne PA 1300 Market St,sean.ferguson@edwardjones.com,,Salesforce
9618001,,James Leonard,,,jleonard@golubcapital.com,,List import
10792804,Inactive Investor,Timothy Botka,,PFS Investments Inc. Joliet IL 3180 W Theodore St,timothy.botka@primerica.com,,Salesforce
11127623,Inactive Investor,Anita Osborne,Corporate Secretary;Treasurer,"New Millennium Asset Management, Inc. Richmond KY 172 Gleneagles Blvd",aosborne@nmamgroup.org,,Salesforce
11116841,Inactive Investor,Collin Tomic,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11186183,Inactive Investor,Jason Morris,,Cetera Advisor Networks LLC Myrtle Beach SC 1136 44th Ave N,,,Salesforce
142242,,Michael Kelnosky,,Confluence Investment Management Llc,mkelnosky@confluenceim.com,(213) 687-9170,
10789996,Inactive Investor,Aubrey Johnson,Financial Advisor,Edward Jones Buffalo MO 1300 S Ash St,aubrey.johnson@edwardjones.com,,Salesforce
11122248,Inactive Investor,Eric Ratliff,Financial Advisor,LPL Financial LLC Troy MI 70 W Long Lake Rd,eric.ratliff@lpl.com,,Salesforce
10953263,Inactive Investor,Kristen Carmichael,,"ValMark Securities, Inc.",kristen.carmichael@valmarksecurities.com,,Salesforce
342071,,Arthur Smith,Independent Non-executive Director,J.p. Morgan Asset Management,asmith@am.jpmorgan.co.uk, -7426163,Manual List Upload
10841740,Inactive Investor,Charles Richardson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",charles.richardson@ml.com,,Salesforce
9625425,,Greg Russick,,,grussick@imachinesolutions.com,,List import
10918814,Inactive Investor,Callie Mcosker,,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",callie.mcosker@ampf.com,,Salesforce
11084539,Inactive Investor,Tyler Bennett,Intern,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 10775 N Oracle Rd",tyler.bennett2@ml.com,,Salesforce
11207074,Inactive Investor,Diem Nguyen,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,diem.nguyen@chase.com,,Salesforce
10925134,Inactive Investor,Preston Weippert,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11000595,Inactive Investor,Frankie Mason,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,frankie.mason@primerica.com,,Salesforce
10892195,Inactive Investor,Paul McKee,Financial Advisor,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,pmckee@gwnsecurities.com,,Salesforce
6317877,,Dericko Cooper,,CORBUS PHARMACEUTICALS HOLDING INC,investor.relations@nasdaq.com,,Web Form Fillout
11176477,Inactive Investor,Felix Torres,,J.P. Morgan Securities LLC Murrieta CA 40655 California Oaks Rd,felix.torres@jpmorgan.com,,Salesforce
10900520,Inactive Investor,Sheri Plantz,Financial Advisor,Edward Jones La Crosse WI 2424 State Rd,sheri.plantz@edwardjones.com,,Salesforce
11101692,Inactive Investor,Jennifer Bishop,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,jennifer.o.bishop@jpmorgan.com,,Salesforce
9590919,,Thomas Weber,,,thomas.weber@adon.li,,List import
11209689,Inactive Investor,Daniel Andersen,Chief Compliance Officer;Senior Advisor;Vice President,Parkshore Wealth Management,daniel@pwmadvisor.com,,Salesforce
11011968,Inactive Investor,Nicolas Peres,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",nicolas.peres@nm.com,,Salesforce
11199703,Inactive Investor,Eric Semeniuk,,LPL Financial LLC Jupiter FL Private Residence,eric.semeniuk@lpl.com,,Salesforce
10972286,Inactive Investor,Graham Bach,,Vanguard Marketing Corporation,graham_bach@vanguard.com,,Salesforce
229202,, -,,[[Unknown]],hlouris@yahoo.com,,Paid Social
211539,,michael dimaria,Vice President,MA DiMaria LLC,michael.dimaria.md@gmail.com,,Content
336068,,Michael Bohnen,Counsel,Nutter Investment Advisors,mbohnen@nutter.com,617-439-2100,Manual List Upload
11155475,Inactive Investor,Matthew Sica,,"American Capital Partners, LLC New York NY 4 World Trade Ctr",,,Salesforce
10911751,Inactive Investor,Justin Waller,Chief Compliance Officer;Financial Planner;President,Waller Financial Coaching,,,Salesforce
68846,,Gene Gunderson,"Chief Compliance Officer, Vice President","Synovus Securities, Inc.",genegunderson@synovus.com,706-644-0298,
11160255,Inactive Investor,Lesley Smith,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,,,Salesforce
11205659,Inactive Investor,Christine Hannahs,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Monroeville PA 3824 Northern Pike",christine.hannahs@wfafinet.com,,Salesforce
9647498,,Sean OToole,,,sean@1776ing.com,,List import
9557395,,Thomas Brooke,,,thomas.brooke@thrivent.com,,List import
10973422,Inactive Investor,Sri Harsha Reddy Yenumula,,Jefferies LLC,syenumula@jefferies.com,,Salesforce
11061604,Inactive Investor,Michael Truesdell,Financial Advisor,Thrivent Investment Management Inc. Iowa Falls IA 703 S Oak St,mike.truesdell@thrivent.com,,Salesforce
205774,,Dustin Young,,Janney,dustinyoung@janney.com,786-646-6038,
10462613,,Eric Snow,,,ericsno21@gmail.com,,Web Form Fillout
10911768,Inactive Investor,Todd Songstad,Financial Advisor,LPL Financial LLC Saint Michael MN Private Residence,todd.songstad@lpl.com,,Salesforce
9644370,,Jack Perry,,,justcastleguards@gmail.com,,List import
10932271,Inactive Investor,David Cawthon,,Innovation Partners LLC,dcawthon@innovationpartnersllc.com,,Salesforce
11192050,Inactive Investor,Michael Moulton,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,michael.moulton@fidelity.com,,Salesforce
11078674,Inactive Investor,Jordan Sharkey,,J.P. Morgan Securities LLC Cranberry Township PA 1338 Freedom Rd,jordan.sharkey@jpmorgan.com,,Salesforce
10939749,Inactive Investor,Cody Ferrell,,"TIAA-CREF Individual & Institutional Services, LLC Honolulu HI 500 Ala Moana Blvd",cody.ferrell@tiaa.org,,Salesforce
11102603,Inactive Investor,Desiree Lyles,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,,,Salesforce
11190444,Inactive Investor,Darryn Lamb,Relationship Banker,"Wells Fargo Clearing Services, LLC Appomattox VA 114 Moses Ave",darryn.lamb@wellsfargoadvisors.com,,Salesforce
10994158,Inactive Investor,Stephen Adrian,,J.P. Morgan Securities LLC Houston TX 712 Main St,,,Salesforce
11037063,Inactive Investor,Randy Kraayenbrink,,Park Avenue Securities LLC Cedar Falls IA 604 Clay St,randy_kraayenbrink@glic.com,,Salesforce
11052631,Inactive Investor,Scott Weaver,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",scott.a.weaver@ml.com,,Salesforce
10911672,Inactive Investor,Christopher Johnson,Senior Financial Advisor;Vice President,The Huntington Investment Company Ann Arbor MI 2950 S State St,christopher.c.johnson@huntington.com,,Salesforce
11180948,Inactive Investor,Andrea Ramirez,,J.P. Morgan Securities LLC,andrea.ramirez@jpmorgan.com,,Salesforce
219078,,lost cruz,,[Unknown],lostcruz123@gmail.com,,Direct
10612498,,Edward O'Connell,Financial Advisor,,edward.oconnell@ampf.com,,List Import
10954968,Inactive Investor,Caleb Johnson,,"Wells Fargo Clearing Services, LLC Englewood CO 9350 E Arapahoe Rd",,,Salesforce
348983,,Michael Pfeffer,Executive Officer,Post Capital Partners,mpfeffer@postcp.com,212-888-5700,Manual List Upload
11039053,Inactive Investor,Travis Emans,,PFS Investments Inc. Saint George UT 135 N 900 E,travis.emans@primerica.com,,Salesforce
4168147,,Bill Hennigan,,,b.henchman59@gmail.com,,Web Form Fillout
11175367,Inactive Investor,Tyler Brough,Financial Advisor,Edward Jones West Jordan UT 8541 S Redwood Rd,tyler.brough@edwardjones.com,,Salesforce
10938216,Inactive Investor,Kevin Manning,,"IFP Securities, LLC",kevin.manning@ifpartners.com,,Salesforce
10776417,Inactive Investor,Jonathan Miller,Chief Investment Officer;Managing Member;Managing Partner;Partner,"Blue Bell Private Wealth Management, LLC",,,Salesforce
10767500,Inactive Investor,James Robinson,,"Principal Securities, Inc.",robinson.james@principal.com,,Salesforce
10768910,Inactive Investor,Brenda Kochevar,Senior Investment Associate,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",brenda.kochevar@rbc.com,,Salesforce
10973044,Inactive Investor,Dean Forthun,,"Northwestern Mutual Investment Services, LLC Anaheim CA 160 N Riverview Dr",dean.forthun@nm.com,,Salesforce
10619607,,Richard Dooley,,,rdooley@savoiecapital.com,,List Import
11055635,Inactive Investor,Curran Robertson,Financial Advisor,"RBC Capital Markets, LLC La Jolla CA 4250 Executive Sq",curran.robertson@rbc.com,,Salesforce
10942707,Inactive Investor,Kelechukwu Oparah,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 8153 Garnet Dr",kelechukwu.oparah@tfaconnect.com,,Salesforce
10911674,Inactive Investor,Jan Gewont,,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",,,Salesforce
371634,,Paras Shah,,United States,paras.shah.nyc@gmail.com,,Salesforce
66137,,Hugh Covington,"Chief Compliance Officer, President","Covington & Associates, Inc.",rich@covingtonadvisors.com,908-232-4717,
184295,,Danny morel,,[Unknown],danymorel@me.com,,source
11144238,Inactive Investor,Tiffany Meidinger,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9614983,,Sean McKenna,,,seanlmckenna@gmail.com,,List import
9556919,,Charles Slick,,,cuslick@gmail.com,,List import
10784467,Inactive Investor,Charles Plog,Financial Advisor,LPL Financial LLC Folsom CA 1130 Iron Point Rd,chuck.plog@lpl.com,,Salesforce
11199691,Inactive Investor,Nathan Boonstra,Financial Advisor,LPL Financial LLC Grand Rapids MI 607 Cascade W Pkwy SE,nate.boonstra@lpl.com,,Salesforce
248458,,Gaurav Khandelwal,Equity Research Analyst,J.P. Morgan,gauravkhandelwal@live.in,,Manual List Upload
10883367,Inactive Investor,Patricia Gallegos,Financial Advisor,"Ameriprise Financial Services, LLC Albuquerque NM 6501 Wyoming Blvd NE",patricia.gallegos@ampf.com,,Salesforce
10656973,,Jody Starkey,,,jstarkey@farmersagent.com,,List Import
10786456,Inactive Investor,Bruce Smith,Principal,Premier Financial Group Inc,bruce@premieradvisor.com,,Salesforce
10871543,Inactive Investor,Gary Million,Chief Compliance Officer,Wealth Teams Alliance,,,Salesforce
11030678,Inactive Investor,Luke Hamblin,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Irving TX 122 W John Carpenter Fwy",luke.hamblin@mutualofomaha.com,,Salesforce
9542082,,kim soojeung,,,rlatnwjd0723@kakao.com,,List import
10942056,Inactive Investor,Edward Lasch,Private Market Associate,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11236308,Inactive Investor,Jacob Brydels,Associate Advisor,Hill Investment Group,jacob@hillinvestmentgroup.com,,Salesforce
11013437,Inactive Investor,Adam Ashley,,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",,,Salesforce
11173158,Inactive Investor,Wesley Ledbetter,Financial Advisor,Edward Jones Eufaula OK 201 Matthews Ln,wes.ledbetter@edwardjones.com,,Salesforce
11153511,Inactive Investor,Richard Webb,,"Kestra Investment Services, LLC Pittsburgh PA 420 Fort Duquesne Blvd",,,Salesforce
10781031,Inactive Investor,Rhonda Gonzalez,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11135631,Inactive Investor,John Cadwell,,"Independent Financial Group, LLC Newport Beach CA 881 Dover Dr",jcadwell@ifgrr.com,,Salesforce
11208606,Inactive Investor,Jonathan Bednar,Wealth Advisor,"Independent Advisor Alliance, LLC Knoxville TN 2099 Thunderhead Rd",,,Salesforce
10977960,Inactive Investor,Stephanie Riley,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11162053,Inactive Investor,Luke Jensen,Investment Advisor,Fisher Investments,,,Salesforce
10881930,Inactive Investor,Dalton Potts,Financial Advisor,Edward Jones Spring Hill TN 2023 Wall St,dalton.potts@edwardjones.com,,Salesforce
11093334,Inactive Investor,Jennifer Borgen,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,jborgen@rwbaird.com,,Salesforce
11185026,Inactive Investor,Brian Crispigna,,"Harbour Investments, Inc. Green Bay WI 2131 S Webster Ave",,,Salesforce
11155779,Inactive Investor,Jarrett Tsai,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",jarrett.tsai@nm.com,,Salesforce
11189866,Inactive Investor,Tate Williamson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",tate.d.williamson@ml.com,,Salesforce
345079,,Scott Agnew,Member,"Ascent Capital Management, Llc",scott@ascentcap.com,541-382-4847,Manual List Upload
10813644,Inactive Investor,Michael Huntsman,Private Wealth Advisor;Senior Vice President - Wealth Management,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,michael.huntsman@morganstanleypwm.com,,Salesforce
10872691,Inactive Investor,Nicole Nelson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",,,Salesforce
11152817,Inactive Investor,Nicholas Sutton,,Cetera Financial Specialists LLC Daly City CA 333 Gellert Blvd,nicholas.sutton@ceterafs.com,,Salesforce
11143821,Inactive Investor,Frank Randall,Financial Advisor,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,frank_randall@glic.com,,Salesforce
10837943,Inactive Investor,Robert Gebhard,Regional Vice President,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,robert.gebhard@primerica.com,,Salesforce
2622139,,Rohan Sk,,,rohansk143@g.mal.c0m,,
10842469,Inactive Investor,Frank Nudo,,"Osaic Wealth, Inc. Lake Bluff IL Private Residence",,,Salesforce
11109745,Inactive Investor,Kelly James,,NYLIFE Securities LLC Bayside NY 21426 41st Ave,,,Salesforce
10819913,Inactive Investor,James Hasley,Financial Planner,"MML Investors Services, LLC Longwood FL 264 Churchill Dr",jhasley@financialguide.com,,Salesforce
10783567,Inactive Investor,Nadia Sturgill,Complex Supervisory Manager,Janney Montgomery Scott LLC Boston MA 60 State St,nsturgill@janney.com,,Salesforce
11088757,Inactive Investor,Adrienne Cavallaro,Investment Advisor Representative,"Voya Financial Advisors, Inc. Pittsford NY 1175 Pittsford Victor Rd",adrienne.cavallaro@voyafa.com,,Salesforce
10979157,Inactive Investor,David Bringas,,PFS Investments Inc. Hialeah FL 3426 W 84th St,david.bringas@primerica.com,,Salesforce
10647825,,Thomas Larsen,,,tlarsen@assetstrategiesgroupllc.com,,List Import
10912628,Inactive Investor,Robert Ellis,,"FBL Marketing Services, LLC Twin Falls ID 340 Falls Ave",robert.ellis@fblfinancial.com,,Salesforce
1987958,,Dwayne Jones,,[Unknown],djones@rdjent.biz,,
10767556,Inactive Investor,Paul Thompson,Chief Compliance Officer;Chief Executive Officer;Founder;President;Regulatory Contact,"Ascension Capital Advisors, Inc.",pthompson@ascensioncapital.com,,Salesforce
11093853,Inactive Investor,Miles Keone,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,mkeone@ft.newyorklife.com,,Salesforce
10984248,Inactive Investor,Robert Link,Financial Advisor;Retirement Planner,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",robertlink@financialguide.com,,Salesforce
11018233,Inactive Investor,Qing Shen,,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",qing.shen@tfaconnect.com,,Salesforce
10905238,Inactive Investor,Racquel Schempp,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10817013,Inactive Investor,Christopher Guandolo,Financial Advisor;Vice President,Janney Montgomery Scott LLC Beaver PA 1337 3rd St,cguandolo@jmsonline.com,,Salesforce
11261075,Inactive Investor,Patrick Nalepa,Relationship Manager,Gainplan LLC,pnalepa@gainplanners.com,,Salesforce
11088648,Inactive Investor,Paul Krause,,"American Portfolios Financial Services, Inc. Blue Point NY 75 Montauk Hwy",pkrause@americanportfolios.com,,Salesforce
248678,,"Trish Shermot, CME, CUDE",Director Government Affairs,Visions Federal Credit Union,pshermot@visionsfcu.org,,Manual List Upload
11085972,Inactive Investor,Lorri Cisler,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Green Bay WI 440 S Washington St,lcisler@rwbaird.com,,Salesforce
10753522,Inactive Investor,Kathleen Miller,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",kmiller20@ml.com,,Salesforce
10854646,Inactive Investor,Laura Tenley,,"Fifth Third Securities, Inc. Cincinnati OH 9280 Montgomery Rd",laura.tenley@53.com,,Salesforce
10799054,Inactive Investor,Robert Kennelly,Financial Advisor,"Ameriprise Financial Services, LLC Meredith NH 14 Plymouth St",robert.j.kennelly@ampf.com,,Salesforce
9591325,,Donald Hosmer,,,don@royl.com,,List import
10768792,Inactive Investor,John Prichard,Chief Investment Officer;President;Regulatory Contact,Knightsbridge Wealth Management,jprichard@knightsb.com,,Salesforce
10960645,Inactive Investor,Brian Cowhey,,Citigroup Global Markets Inc.,,,Salesforce
10618018,,Raimonda Vaiciulyte,,,raimonda.vaiciulyte@ml.com,,List Import
11178133,Inactive Investor,Nitsala Marx,,"Transamerica Financial Advisors, Inc Honolulu HI 1360 S Beretania St",nitsala.marx@tfaconnect.com,,Salesforce
10953724,Inactive Investor,Alexis Lara Guerrero,,J.P. Morgan Securities LLC Tucson AZ 2001 E Irvington Rd,,,Salesforce
10972486,Inactive Investor,Courtney Rasura,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10776560,Inactive Investor,Peter Grassi,Chief Compliance Officer;Managing Member;Owner;Partner,"Grassi Investment Management, LLC",,,Salesforce
10871395,Inactive Investor,Kevin Walker,Financial Advisor,TD Private Client Wealth LLC Princeton NJ 255 Nassau St,kevin.walker@td.com,,Salesforce
11176867,Inactive Investor,Adam Weinstock,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",,,Salesforce
335835,,Scott Schleicher,,Personal Capital Advisors Corporation,scott.schleicher@personalcapital.com,415-362-5637,
11148520,Inactive Investor,Tim Hood,,"OneAmerica Securities, Inc. Florence AL Private Residence",,,Salesforce
10935331,Inactive Investor,Joseph O Hare,Associate Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1375 E Woodfield Rd",,,Salesforce
11105199,Inactive Investor,Thomas Branca,Investment Advisor,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,thomas.branca@jpmorgan.com,,Salesforce
10811010,Inactive Investor,Robert Bannish,Chief Compliance Officer;Manager,Minot Deblois Advisors LLC Boston MA 50 Congress St,,,Salesforce
11217572,,Dylan Page,,,dylan.page@raymondjames.com,,Other
98071,,Seung Chan Lee,,PlasmaBook,scpeterlee96@gmail.com,(201) 388-8568,
1002937,Inactive Investor,Joe Clark,Senior Research Analyst,Allegheny Financial Group,jclark@alleghenyfinancial.com,(412) 536-8082,
228320,, -,,[[Unknown]],debra@intriguecreative.com,,
10808858,Inactive Investor,Gregory Jensen,Financial Advisor,Edward Jones Marysville WA 12421 State Ave,greg.jensen@edwardjones.com,,Salesforce
55563,,Brian Woods,"Client Manager, Vice President",Geier Asset Management Inc,bwoods@geierfinancial.com,410-997-8000,
10893708,Inactive Investor,John Andrysiak,Financial Advisor,"Raymond James & Associates, Inc. Fenton MI 102 W Silver Lake Rd",john.andrysiak@raymondjames.com,,Salesforce
9579871,,Kathryn Lawlor,,,klawlor@gulfstreamcm.com,,List import
11212683,Inactive Investor,Alyssa Kerins,Senior Client Service Associate,"Raymond James & Associates, Inc. Hanover NH 17 1/2 Lebanon St",alyssa.kerins@raymondjames.com,,Salesforce
10881379,Inactive Investor,Dana Bath,Wealth Advisor,"Aveo Capital Partners, LLC",,,Salesforce
10782235,Inactive Investor,Jordan Black,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Scarsdale NY Private Residence,jordan.black@morganstanley.com,,Salesforce
10760872,Inactive Investor,Desmond Perry,Complex Risk Officer;Vice President,Morgan Stanley Carneys Point NJ Private Residence,desmond.perry@morganstanley.com,,Salesforce
10926602,Inactive Investor,Shawn Feist,Financial Advisor,Edward Jones Sumner WA 15421 Main St E,shawn.feist@edwardjones.com,,Salesforce
10951067,Inactive Investor,Michael Caples,,"Farmers Financial Solutions, LLC Arnold MO 810 Jeffco Blvd",,,Salesforce
10510099,,Eduardo Escobar,,E3 Group LLC,ed@groupe3.co,,List Import
10769417,Inactive Investor,Britt Szostak,,"MML Investors Services, LLC New York NY 90 Park Ave",bszostak@massmutual.com,,Salesforce
11203228,Inactive Investor,John Hering,Chief Compliance Officer;Founder;Managing Member;Managing Principal,"Composure Wealth Management, LLC",jphering@composurewealthmanagement.com,,Salesforce
10877233,Inactive Investor,Callista Kim,,Citigroup Global Markets Inc.,callista.kim@citigroup.com,,Salesforce
11238515,Inactive Investor,Steve Pavlovic,,V Wealth Advisors,steve.pavlovic@vwealth.com,,Salesforce
11094459,Inactive Investor,Emma Fleishman,,"RBC Capital Markets, LLC",,,Salesforce
9553131,,Valeria Esteban,,,valerie.esteban@lfg.com,,List import
10773357,Inactive Investor,Brian Minette,,"Wells Fargo Clearing Services, LLC Corvallis OR 2273 NW Professional Dr",,,Salesforce
9580943,,Joseph Vahlberg,,,jvahlberg@fscadvisor.com,,List import
10914066,Inactive Investor,Hazel Grolljahn,Chief Operating Officer;Managing Director,"Grove Street Fiduciary, LLC",,,Salesforce
10960863,Inactive Investor,Soyla Rice,,"Wells Fargo Clearing Services, LLC Nampa ID 2122 W Karcher Rd",,,Salesforce
10846075,Inactive Investor,Lisl Sonomura,,Morgan Stanley Honolulu HI 733 Bishop St,lisl.sonomura@morganstanley.com,,Salesforce
9600186,,Edward Soto,,,ssrxnj@gmail.com,,List import
10876593,Inactive Investor,Anna Mckeon,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,anna.mckeon@fidelity.com,,Salesforce
9615445,,Daniel Garcia,,,mantiswalk@hotmail.com,,List import
10971153,Inactive Investor,Anthony Grillini,,"Northwestern Mutual Investment Services, LLC Moosic PA 52 Glenmaura National Blvd",anthony.grillini@nm.com,,Salesforce
10782614,Inactive Investor,Ronald Arons,,Goldman Sachs & Co.,ronald.arons@gs.com,,Salesforce
10839370,Inactive Investor,Brandon Williams,,"Empower Financial Services, Inc Malvern PA Private Residence",brandon.williams@empower.com,,Salesforce
10832528,Inactive Investor,Christopher Demichele,Financial Advisor,Edward Jones Sarasota FL 5720 Clark Rd,christopher.demichele@edwardjones.com,,Salesforce
9588305,,Joe Fridrich,,,joefridrich@gmail.com,,List import
11155460,Inactive Investor,Charles Foudree,Financial Advisor,"Wells Fargo Clearing Services, LLC Lees Summit MO 3171 NE Carnegie Dr",mark.foudree@wellsfargoadvisors.com,,Salesforce
10878459,Inactive Investor,Julio Roque,Private Wealth Manager,"Synovus Securities, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",julioroque@synovus.com,,Salesforce
11138441,Inactive Investor,Lizzette Inchaustegui,Financial Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",lizzette.inchaustegui@raymondjames.com,,Salesforce
10912672,Inactive Investor,Christina Garland,Financial Advisor,LPL Financial LLC League City TX 100 Perkins Ave,christina.garland@lpl.com,,Salesforce
11203475,Inactive Investor,Scott Lang,Financial Advisor,Thrivent Investment Management Inc. Prescott AZ 3607 Crossings Dr,scott.lang@thrivent.com,,Salesforce
11054414,Inactive Investor,Paul Carroll,Chief Compliance Officer;Managing Member;Principal;Wealth Manager,Avion Wealth,paul@avionwealth.com,,Salesforce
10619414,,Christopher Kelly,,,christopher.kelly@morganstanley.com,,List Import
11126951,Inactive Investor,Jonathan Mckinney,,Park Avenue Securities LLC New York NY 535 5th Ave,jonathan_mckinney@glic.com,,Salesforce
11125974,Inactive Investor,Joshua Keller,,"VALIC Financial Advisors, Inc. Bozeman MT 5 W Mendenhall St",,,Salesforce
10754212,Inactive Investor,Felix Rivera,Investment Consultant,Morgan Stanley Melville NY 58 S Service Rd,felix.rivera@morganstanley.com,,Salesforce
11184437,Inactive Investor,Kathryn Kutnyak,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10890215,Inactive Investor,Kristyne Link,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",kristyne.link@ml.com,,Salesforce
10772873,Inactive Investor,Stephanie Reynolds,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",stephanie.reynolds@wellsfargoadvisors.com,,Salesforce
9591865,,Shannon Carter,,,scarter@consultasc.com,,List import
11141572,Inactive Investor,Douglas Martin,Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,douglas.martin@morganstanley.com,,Salesforce
180956,,Steven Kittrell,,[Unknown],steven.kittrell@gmail.com,,Content
11105615,Inactive Investor,Brent Wylam,,"Allstate Financial Services, LLC Kahului HI 169 Maa St",bwylam@allstate.com,,Salesforce
11179788,Inactive Investor,Jason Barney,Investment Advisor,"Wealth Alliance, LLC El Cajon CA 1870 Cordell Ct",jason@wealthalli.com,,Salesforce
11236616,Inactive Investor,Kunal Patel,Wealth Manager,Merit Financial Advisors Fuquay-Varina NC Private Residence,,,Salesforce
11179471,Inactive Investor,Yunjin Lee,First Vice President,Morgan Stanley New York NY 399 Park Ave,yunjin.lee@morganstanley.com,,Salesforce
10613038,,Bradley Stoler,"Financial Advisor, Senior Portfolio Advisor",,bradley.j.stoler@ml.com,,List Import
9571863,,Jason Murphy,,,jason.murphy@cfdinvestments.com,,List import
10831983,Inactive Investor,Anthony Shin,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5881 Glenridge Dr",anthony.j.shin@ampf.com,,Salesforce
11156302,Inactive Investor,Lisa Chow,,Deutsche Bank Securities Inc.,,,Salesforce
11092274,Inactive Investor,Scott McGee,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
11204559,Inactive Investor,Dominick Frustaci,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",dominick.frustaci@equitable.com,,Salesforce
11138647,Inactive Investor,Raymond Saari,Financial Professional,LPL Financial LLC Albion MI 415 S Superior St,ray.saari@lpl.com,,Salesforce
10889655,Inactive Investor,Curtis Walter,Financial Advisor,Edward Jones Farmington MO 22 W Karsch Blvd,curtis.walter@edwardjones.com,,Salesforce
10932647,Inactive Investor,Jeffrey Hoenle,,"Osaic Wealth, Inc. Sterling Heights MI 38600 Van Dyke Ave",,,Salesforce
11133488,Inactive Investor,Max Duenner,,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
9632411,,John Potter,,,johnfpotter@gmail.com,,List import
10894210,Inactive Investor,Evan Runkel,,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10855548,Inactive Investor,Daniel Guy,Chief Compliance Officer;Co-Founder;Executive Officer;Managing Partner,"Ethos Financial Group, LLC",dguy@ethosfg.com,,Salesforce
188908,,Grant Smith,,[Unknown],grantstevensmith@comcast.net,,Direct
11155842,Inactive Investor,Enrique Jaen,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",enrique.jaen@rbc.com,,Salesforce
9541799,,Jeffrey Biernat,,,jeff@gwyneddwealthpartners.com,,List import
11130200,Inactive Investor,Meredith McQuaid,,"RBC Capital Markets, LLC Bainbridge Island WA 175 Parfitt Way SW",meredith.mcmenamin@rbc.com,,Salesforce
9631878,,Tiago Feitosa,,,tiago.colucci@outlook.com,,List import
11192752,Inactive Investor,Jeffrey Seib,,"Wells Fargo Clearing Services, LLC",jeffrey.seib@wellsfargoadvisors.com,,Salesforce
11058563,Inactive Investor,Timothy Kohn,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 109 Chesterfield Business Pkwy",timothy.l.kohn@ampf.com,,Salesforce
11219810,,Joseph Norton,,,joseph.norton@creativeplanning.com,,Other
9578238,,David Miller,,,david.miller622@gmail.com,,List import
11026614,Inactive Investor,Vincent Passarella,,"Avantax Investment Services, Inc. Glendora NJ 830 E Evesham Rd",,,Salesforce
11131313,Inactive Investor,Taylor Ganzle,Financial Services Representative,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
349495,,Matthew Malick,Managing Member,Atwater Malick,matt@atwatermalick.com,717-439-9410,Manual List Upload
11176994,Inactive Investor,Cade Tucker,Investment Consultant,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",cade.tucker@schwab.com,,Salesforce
9569546,,Keith Bermeo,,,kbermeo@financialguide.com,,List import
10645509,,Molly Coleman,,,molly.coleman@ubs.com,,List Import
249031,,Elise Perkins,Vice President,Rally Point Public Relations,elise.perkins@rallypoint.pr,,Manual List Upload
11094944,Inactive Investor,Stephen Chang,Managing Member,Acts Financial Advisors McLean VA 1390 Chain Bridge Rd,,,Salesforce
10485269,,Malcolm Palmer,,,mal.palmer996@gmail.com,,Web Form Fillout
10994674,Inactive Investor,Eddie Rubio,,"CUSO Financial Services, L.P. Pasadena CA 123 S Marengo Ave",,,Salesforce
10868693,Inactive Investor,Jack Hunter,,"Next Financial Group, Inc. San Antonio TX 2702 Treble Crk",,,Salesforce
10940890,Inactive Investor,Douglas Katchen,,"Raymond James & Associates, Inc. Lakewood Ranch FL Private Residence",doug.katchen@raymondjames.com,,Salesforce
11053877,Inactive Investor,Joseph Kruvczuk-Giannos,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9544450,,Joseph Halder,,,jhalder@massmutual.com,,List import
10763072,Inactive Investor,Thomas Scheiman,CROP;President;SROP,"Independence Capital Co., Inc.",mvolpe@indcap.com,,Salesforce
10879004,Inactive Investor,Karen Pride,,"Palisade Investments, LLC",kpride@palisadeinvestments.com,,Salesforce
11010364,Inactive Investor,Michael Rouse,,"RNR Securities, L.L.C. Bronx NY 3626 E Tremont Ave",mrouse@rnrsecurities.com,,Salesforce
10877066,Inactive Investor,Adam Rex,,"Cambridge Investment Research, Inc. Virginia Beach VA 448 Viking Dr",,,Salesforce
10951471,Inactive Investor,Edward Zalar,Financial Advisor,Lincoln Investment North Royalton OH 13374 Ridge Rd,ezalar@lincolninvestment.com,,Salesforce
10778560,Inactive Investor,Charlotte Mitchell,Vice President,TRADEway Corsicana TX 126 W Mall Dr,,,Salesforce
10993320,Inactive Investor,Francis Medley,,PNC Investments Mt Washington KY 153 Oakbrooke Dr,,,Salesforce
9556012,,Pham Nhan,,,nhanpq@gmail.com,,List import
10834923,Inactive Investor,Todd Rosenfeld,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",todd.rosenfeld@nm.com,,Salesforce
10836049,Inactive Investor,Jana Philips,Client Associate,"RBC Capital Markets, LLC Tyler TX 1347 Dominion Plz",jana.philips@rbc.com,,Salesforce
9630536,,Charles Outhier,,,disophy1@mac.com,,List import
9630713,,Christopher White,,,c.white.1001@gmail.com,,List import
11043458,Inactive Investor,Jennifer Kelly,,Vanguard Marketing Corporation,jennifer_kelly@vanguard.com,,Salesforce
9552319,,Chris Dolan,,,cdolan112@gmail.com,,List import
10866071,Inactive Investor,Kimberly Bagley,,State Farm VP Management Corp. Weatherford TX 1916 Martin Dr,kimberlybagley@statefarm.com,,Salesforce
10855015,Inactive Investor,Uzziah Reid,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",uzziah.reid@schwab.com,,Salesforce
10910086,Inactive Investor,Christian Bills,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",christian.bills@nm.com,,Salesforce
10658364,,Matthew Thompson,,,matthew.j.thompson@nm.com,,List Import
9545640,,Kelly Correia,,,kellycorreia@protonmail.com,,List import
9580226,,Tanuu Khandelwal,,,tanujkhandelwal17@gmail.com,,List import
11174246,Inactive Investor,Nathan Smith,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
11077519,Inactive Investor,Robert Miller,Financial Advisor,Edward Jones Lincoln NE 614 N 66th St,rob.miller@edwardjones.com,,Salesforce
11065681,Inactive Investor,Aaron Sanor,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",aaron.sanor@wellsfargoadvisors.com,,Salesforce
11035380,Inactive Investor,Jeremy Crawley,,SECU Brokerage Services Concord NC 5130 Poplar Tent Rd,jeremy.crawley@ncsecu.org,,Salesforce
10860014,Inactive Investor,Margaret Logue,Financial Advisor,"Financial Legacy Management, NC.",louise.logue@lpl.com,,Salesforce
11044442,Inactive Investor,Raymond Cal,Financial Advisor,"Principal Securities, Inc. Stevens Point WI 1100 Frontenac Ave",cal.raymond@principal.com,,Salesforce
11177560,Inactive Investor,Joseph Aceto,Financial Advisor;Vice President,UBS Financial Services Inc. Boston MA 1 Post Office Sq,joseph.aceto@ubs.com,,Salesforce
234548,,Ngobueh -,,Ngobueh [[Unknown]],wwwtop82man@gmail.com,,Advertising
9640495,,George Friedman,,,throwawaygf@sc.rr.com,,List import
11063823,Inactive Investor,Daniel Richardson,,Fidelity Brokerage Services LLC,daniel.richardson@fmr.com,,Salesforce
11020551,Inactive Investor,Erica Amenda,Specialist,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10611396,,Sergio Forlini,"Senior Vice President - Wealth Management, Wealth Management Advisor",,sergio_forlini@ml.com,,List Import
11159303,Inactive Investor,Lilian Senra Vera,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2880 Ygnacio Valley Rd",lilian.senravera@wellsfargo.com,,Salesforce
11085115,Inactive Investor,Justin Hawksley,Partner;Wealth Manager,Creative Planning Aurora CO Private Residence,justin.hawksley@thinkingbeyond.com,,Salesforce
9592071,,Travis Benaiges,,,travis.benaiges@gmail.com,,List import
344961,,Kenneth Fields,"Limited Partner, Executive Chairman",Klingenstein Fields Advisors,kenneth.fields@klingenstein.com,212-492-7000,Manual List Upload
333345,,James Powell,,VanLiew Trust,jpowell@vanliewtrust.com,,Manual List Upload
8481036,,Steven Teplitz,,Block 3 Strategy Group,steven@block3strategy.io,,List Import
10924072,Inactive Investor,Matthew Darby,,Cetera Investment Services LLC Millbrook AL 3940 Hwy 14,matt.darby@ceterafs.com,,Salesforce
11066770,Inactive Investor,Jonathan Roberts,Limited Partner;Partner;Portfolio Manager;Regulatory Contact,Klingenstein Fields Advisors,jon.roberts@klingenstein.com,,Salesforce
11138409,Inactive Investor,Linda Ells,,"Fifth Third Securities, Inc. Naperville IL 1296 Rickert Dr",linda.ells@53.com,,Salesforce
10886723,Inactive Investor,Leeann Barron,Financial Advisor,LPL Financial LLC Cisco TX 102 E 8th St,leeann.barron@lpl.com,,Salesforce
11211395,Inactive Investor,Jonathan Popp,,United Planners' Financial Services of America A Limited Partner Hinsdale IL 15 Spinning Wheel Rd,,,Salesforce
11172616,Inactive Investor,Daniel Treharne,,Fidelity Brokerage Services LLC,daniel.treharne@fidelity.com,,Salesforce
10811870,Inactive Investor,Paul Cook,Financial Planner,"Osaic Wealth, Inc. Louisville KY 1700 Ups Dr",,,Salesforce
9615181,,Paul Adler,,,equivise@gmail.com,,List import
11026672,Inactive Investor,Lauren Parker,Client Service Associate,Morgan Stanley Reading PA 1350 Broadcasting Rd,,,Salesforce
11129836,Inactive Investor,Jeremy Frazer,Vice President;Wealth Advisor,William Blair,jfrazer@williamblair.com,,Salesforce
11119397,Inactive Investor,Isaac McCabe,Financial Advisor,Money Concepts Capital Corp Leavenworth KS 100 S 4th St,imccabe@moneyconcepts.com,,Salesforce
11213415,Inactive Investor,Abigail Stroka,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9626473,,SJ ()Ash) Azizi DC,,,drash771@gmail.com,,List import
10868992,Inactive Investor,Susan Van Tress,Chief Operating Officer,"Leonard Rickey Investment Advisors, P.L.L.C.",,,Salesforce
11045549,Inactive Investor,Michael Flower,,"HighTower Securities, LLC Fairfield NJ 310 Passaic Ave",mflower@hightoweradvisors.com,,Salesforce
10991213,Inactive Investor,Marcus Holzberg,,"Holzberg Wealth Management, Inc.",marcus@hwmfa.org,,Salesforce
11038224,Inactive Investor,Joshua Hukriede,Client Service Specialist;Financial Advisor,"Ameriprise Financial Services, LLC Baxter MN 13850 Bluestem Ct",joshua.hukriede@ampf.com,,Salesforce
10656101,,Kristopher Samiec,,,kristopher.samiec@pnc.com,,List import
9625188,,Mark Berkovich,,,mark@berk-cap.com,,List import
10646570,,Scott Inabnet,,,parker.inabnet@lpl.com,,List Import
10803455,Inactive Investor,Daniel Oshita,Financial Advisor;Senior Vice President,Morgan Stanley Honolulu HI 733 Bishop St,daniel.oshita@morganstanley.com,,Salesforce
10936832,Inactive Investor,Young Kim,,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",joel.kim@lfg.com,,Salesforce
11201766,Inactive Investor,Kenneth Wood,Financial Advisor,LPL Financial LLC Worcester MA 1 Mercantile St,ken.wood@lpl.com,,Salesforce
9616937,,Shriraam Sekar,,,shri28applepro@gmail.com,,List import
10978088,Inactive Investor,Tristan Machuca,,"Concourse Financial Group Securities, Inc. Elkhart IN 22768 Pine Arbor Dr",tristan.machuca@concoursefinancial.com,,Salesforce
11149707,Inactive Investor,Amanda Scipione,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,amanda.scipione@fmr.com,,Salesforce
11226764,,Brian Kramer,,,kramer.brianlee@gmail.com,,Web Form Fillout
10910442,Inactive Investor,Lisa Neira,Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,lisa.neira@corient.com,,Salesforce
11048560,Inactive Investor,Jose Acosta,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
238182,, -,,[[Unknown]],pierreharbin@gmail.com,,
10857885,Inactive Investor,Thomas Shultz,,"Realta Equities, Inc. Scottsdale AZ 7300 N Via Paseo Del Sur",,,Salesforce
11001292,Inactive Investor,Sonalika Ramnani,,"MML Investors Services, LLC New York NY 155 E 44th St",sramnani@financialguide.com,,Salesforce
10945779,Inactive Investor,Kyron Harold,Chief Compliance Officer;Senior Analyst;Senior Financial Analyst,"Spraker West Wealth Management, Inc",kyron@sprakerwest.com,,Salesforce
9603063,,Sam Yardley,,,samuel.yardley@gmail.com,,List import
9602313,,Woong Chung,,,wjchung@hanwha.com,,List import
10928940,Inactive Investor,Nicolle Balesteri,Financial Advisor,Edward Jones Salem MA 320 Derby St,nicolle.balesteri@edwardjones.com,,Salesforce
9568754,,Brian Hoguet,,,brian.hoguet@mfginvestments.com,,List import
11076399,Inactive Investor,Laurie Brown,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",lauriebrown@financialguide.com,,Salesforce
11085757,Inactive Investor,Patrick Minskey,,LPL Financial LLC Appleton WI Private Residence,patrick.minskey@lpl.com,,Salesforce
10873711,Inactive Investor,Loy Pai,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9626304,,Farhan Hassan,,,farutime@gmail.com,,List import
10838310,Inactive Investor,John Ortolf,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",john.ortolf@wfafinet.com,,Salesforce
11101069,Inactive Investor,David Welty,Manager;Managing Director,Avier Wealth Advisors,dave@avieradvisors.com,,Salesforce
10884800,Inactive Investor,Hans Cole,,Fidelity Brokerage Services LLC,hans.cole@fidelity.com,,Salesforce
9577651,,dfg dfg,,,dfg@gmail.com,,List import
11205948,Inactive Investor,Patrick Miller,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,pmiller2@ft.newyorklife.com,,Salesforce
9639888,,Jamie Malone,,,jmalone@joycepaynepartners.com,,List import
9611830,,jeffrey adams,,,jeff.mailx@gmail.com,,List import
10666385,,James McArdle,,,jimmyardle@virginmedia.com,,Web Form Fillout
10820701,Inactive Investor,Shaheen Rogers,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",shaheen.rogers@ml.com,,Salesforce
11103123,Inactive Investor,Martin Sferrazza,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,martin.sferrazza@fidelity.com,,Salesforce
10656881,,Patrick Sholl,,,psholl@brai.com,,List Import
10911928,Inactive Investor,Meaghan Harper,Client Relationship Manager,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",meaghan.harper@ampf.com,,Salesforce
11169765,Inactive Investor,Daniel Caycedo,,"Girard Investment Services, LLC",caycedod@univest.net,,Salesforce
10983016,Inactive Investor,Jordan Foreman,Associate Financial Advisor,"Ameriprise Financial Services, LLC Springfield OH 239 E Columbia St",jordan.foreman@ampf.com,,Salesforce
11090054,Inactive Investor,Howard Adams,,"Cambridge Investment Research, Inc. Glen Allen VA 4801 Cox Rd",howard.adams@cambridgesecure.com,,Salesforce
9574073,,Kieran Goodwin,,,kieran@panningcapital.com,,List import
11112072,Inactive Investor,Eliza Kwentus,Senior Risk Officer;Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,eliza.kwentus@morganstanley.com,,Salesforce
10488898,,Zulema Romo,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,ale1285@hotmail.com,,List Import
10920713,Inactive Investor,Nikos Zaires,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nikos.zaires@ml.com,,Salesforce
9615072,,Benjamin Philip,,,thequalitymanager@outlook.com,,List import
9628548,,A K,,,akaka@tarak.33mail.com,,List import
9647557,,Benny Tjahjono,,,btjahjono@fhlbc.com,,List import
10844895,Inactive Investor,James Noe,Financial Advisor,Lincoln Investment Lombard IL 500 Waters Edge,jnoe@lincolninvestment.com,,Salesforce
10968585,Inactive Investor,Elizabeth Gossen,,"NewEdge Securities, Inc. Lafayette LA 412 Settlers Trace Blvd",,,Salesforce
10974521,Inactive Investor,Megan Grinstead,,Vanguard Marketing Corporation,megan_grinstead@vanguard.com,,Salesforce
11070948,Inactive Investor,Carter Benkendorfer,,"Cambridge Investment Research, Inc. Corpus Christi TX 500 N Water St",,,Salesforce
10801191,Inactive Investor,Twila Carlson,,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,twila.carlson@morganstanley.com,,Salesforce
10897318,Inactive Investor,Cecilia McClure,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,ceci.mcclure.p6j1@statefarm.com,,Salesforce
9593825,,Mario Maselli,,,mmaselli@ubaycap.com,,List import
219455,,Robert Ibarra,,[Unknown],irobert78@yahoo.com,,Direct
10969308,Inactive Investor,Daniel Getachew,,Citigroup Global Markets Inc.,,,Salesforce
9624808,,Dorothy Harris,,,dah9731@gmail.com,,List import
10768844,Inactive Investor,Keith Lockwood,Financial Advisor;Senior Vice President,Morgan Stanley Olympia WA 724 Columbia St NW,,,Salesforce
10872879,Inactive Investor,Karen Bruns,,"Raymond James Financial Services, Inc. Tulsa OK 2530 E 71st St",karen.bruns@raymondjames.com,,Salesforce
10973688,Inactive Investor,Michael Gallagher,Financial Advisor;Vice President,PNC Investments Chester NJ 25 Maple Ave,michael.gallagher@pnc.com,,Salesforce
10945114,Inactive Investor,Katelyn Martin,Financial Advisor,Edward Jones Monticello AR 611 W Bolling St,katelyn.busby@edwardjones.com,,Salesforce
11086816,Inactive Investor,Joseph Hunsaker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9578452,,Benjamin Roberts,,,benjamin.roberts@fmr.com,,List import
10912144,Inactive Investor,Thomas Dunn,,"Kestra Investment Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11073464,Inactive Investor,Richard Vaughan,Complex Manager;Executive Director,Morgan Stanley Atlanta GA 5 Concourse Pkwy,richard.vaughan@morganstanley.com,,Salesforce
10837067,Inactive Investor,Eugene Donohue,,GWN Securities Inc. Port Jefferson NY 662 Main St,edonohue@gwnsecurities.com,,Salesforce
196725,,Juan Villafane,President,J&V Investments,juanvillaf@yahoo.com,5029055185,Paid Search
342143,,Oystein Nielsen,Investment Forestry Analyst,Iwc Investment Partners A/s,ojn@iwc.dk, -12368,Manual List Upload
9589738,,Dalton Nix,,,dnix@leavellinvestments.com,,List import
11036122,Inactive Investor,Paige Phillips,,LPL Financial LLC Waterville ME 129 Silver St,paige.phillips@lpl.com,,Salesforce
10901727,Inactive Investor,Sean Stenhouse,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10989088,Inactive Investor,Benjamin Hankammer,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
11198532,Inactive Investor,Tobin Thomas,,NYLIFE Securities LLC Oklahoma City OK 10416 Greenbriar Pl,tbthomas@ft.newyorklife.com,,Salesforce
11022073,Inactive Investor,Lluvia Cruz,,J.P. Morgan Securities LLC Tucson AZ 1818 S 6th Ave,,,Salesforce
60839,,Andrew Lukcso,Financial Advisor,The Huntington Investment Company,andrew.lukcso@huntington.com,800-322-4600,
9602031,,Alberto Ortiz,,,ao2138589@gmail.com,,List import
10928513,Inactive Investor,Anna Carlson,Financial Advisor,Edward Jones Fond Du Lac WI 101 S Pioneer Rd,anna.carlson@edwardjones.com,,Salesforce
9617006,,hasan hoseinbor,,,hoseinbor.h@hotmail.com,,List import
9558115,,Clements Fitterer,,,clements.fitterer@transamerica.com,,List import
11115886,Inactive Investor,Nicholas Mangino,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
238272,,joecoollyft@gmail.com Wells,,[Unknown],joecoollyft@gmail.com,,Content
9613005,,Terry McCaffrey,,,tmccaffrey@optimuminvestment.com,,List Import
11063088,Inactive Investor,Christopher Gonzales,Financial Advisor,"4Wealth Advisors, Inc. Orland Park IL 10710 W 143rd St",cgonzales@4wealthfg.com,,Salesforce
10782753,Inactive Investor,Peter Stratton,Regional Director,"TIAA-CREF Individual & Institutional Services, LLC Collegeville PA Private Residence",pstratton@tiaa-cref.org,,Salesforce
10838566,Inactive Investor,Kenneth Begneaud,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",kenny.begneaud@nm.com,,Salesforce
9540603,,Lindsay Lyons,,HBK,llyons@hbk.com,,Organic Search
9632422,,John James,,,jwjames@gmail.com,,List import
10764812,Inactive Investor,Ronald Olson,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",ron.olson@nm.com,,Salesforce
11042694,Inactive Investor,Richard Doppelt,Financial Advisor,"Brownson, Rehmus & Foxworth, Inc. Chicago IL 200 S Wacker Dr",rdoppelt@brfinc.com,,Salesforce
235554,, -,,[[Unknown]],mike-mary16215@sbcglobal.net,,
224862,,Michael Kedzie,,[Unknown],michael.j.kedzie@gmail.com,,
11254835,Inactive Investor,Joshua Koeck,Portfolio Manager;Wealth Advisor,"Resonant Capital Advisors, LLC",jkoeck@resonantcapital.com,,Salesforce
11054197,Inactive Investor,David Head,,Citigroup Global Markets Inc.,david.head@citi.com,,Salesforce
11236754,Inactive Investor,Phillip Neman,Associate Financial Advisor,"Masterworks Advisers, LLC",,,Salesforce
10772689,Inactive Investor,Rachell Fanucchi,Branch Manager,Morgan Stanley Bakersfield CA 9100 Ming Ave,rachell.fanucchi@morganstanley.com,,Salesforce
11000832,Inactive Investor,Rocco Nolfi,,"Allstate Financial Services, LLC Youngstown OH 6810 Market St",rocconolfi1@allstate.com,,Salesforce
9546222,,ANN Ng,,,cryptoannmd@gmail.com,,List import
10362010,,Jesus Samuel,,,jdsfunds@gmail.com,,Web Form Fillout
10885350,Inactive Investor,Yumi Lee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",yumi.lee@ml.com,,Salesforce
10763728,Inactive Investor,Bradley Kudick,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Milwaukee WI 777 E Wisconsin Ave",bradley.kudick@usbank.com,,Salesforce
11208056,Inactive Investor,Thavanh Xayarath,,"Next Financial Group, Inc. Woodbridge VA Private Residence",txayarath@nextfinancial.com,,Salesforce
11201307,Inactive Investor,Seth Morsey,Financial Advisor,"Principal Securities, Inc. Roseville CA 1478 Stone Point Dr",,,Salesforce
9466598,,Jayson Spevakow,,Jayson Spevakow,j@capitalj.ca,,3rd Party Lead Gen
9631220,,Jason Irving,,,j.irving@engeniumstaffing.com,,List import
11195975,Inactive Investor,Catherine Brashears,Financial Professional,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
10997179,Inactive Investor,Sean Setaro,Wealth Advisor,LPL Financial LLC Canonsburg PA 1000 Noble Energy Dr,sean.setaro@lpl.com,,Salesforce
333721,,Josh Holzman,Senior Associate,"Orchard Holdings Group, Llc",jholzman@orchardholdings.com,513-754-3500,Manual List Upload
10838976,Inactive Investor,Christine Powell,Financial Professional,LPL Financial LLC Houston TX 1200 Post Oak Blvd,christine.powell@lpl.com,,Salesforce
11236620,Inactive Investor,Clayton Caldwell,Wealth Manager,Creative Planning Seminole FL Private Residence,clayton.caldwell@creativeplanning.com,,Salesforce
9415762,,Thomas Ewing,,Thomas Ewing,tc@ebpartnersllc.com,,3rd Party Lead Gen
9592917,,Daniel Genter,,,dgenter@rncgenter.com,,List import
11027205,Inactive Investor,Paul Miloe,Chief Compliance Officer;Co-Senior Vice President;Financial Advisor,"Albitz/Miloe and Associates, Inc.",paul@albitzmiloe.com,,Salesforce
10656712,,James Schmit,,,jamesjschmit@ceteranetworks.com,,List Import
11120224,Inactive Investor,Stephanie Barsness,Senior Client Associate,"RBC Capital Markets, LLC Palm Desert CA 74199 El Paseo",stephanie.barsness@rbc.com,,Salesforce
10916313,Inactive Investor,Michele Sonier,,PFS Investments Inc. Mandeville LA 225 W Causeway Approach,msonier@primerica.com,,Salesforce
9646849,,Craig Ellis,,,craig@triangl.com,,List import
11142981,Inactive Investor,Nicholas Brauer,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10862590,Inactive Investor,Jerry Bowman,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cambridge MA 1414 Massachusetts Ave",jerry.bowman@ml.com,,Salesforce
11098476,Inactive Investor,Vahe Movsesyan,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Montrose CA 2434 Honolulu Ave",vahe.movsesyan@wellsfargo.com,,Salesforce
10487340,,Michael Reinbold,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,michael.reinbold@ubs.com,,List Import
9613131,,Tyler Jones,,,tjones@ftadvisors.com,,List import
11142209,Inactive Investor,Kenard Van Roach,Senior Client Service Associate,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,kenard.van-roach@jpmorgan.com,,Salesforce
11186782,Inactive Investor,Johanna Rubiano,,PFS Investments Inc. Oakland NJ 48 Spruce St,johanna.rubiano@primerica.com,,Salesforce
10894002,Inactive Investor,John Rutledge,Chief Compliance Officer;Founder,Phoundational LLC,johnny@phoundational.com,,Salesforce
9648227,,Robert Donnelly,,,rjdonnelly01@gmail.com,,List import
10916523,Inactive Investor,Aaron Rigdon,Financial Advisor,"Smith, Moore & Co. Fulton MO 534 Court St",arigdon@smithmoore.com,,Salesforce
10893773,Inactive Investor,Zachary Joss,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",zach.joss@ml.com,,Salesforce
10886854,Inactive Investor,Paul Johnson,,"First Heartland Capital, Inc. Loveland CO Private Residence",,,Salesforce
201441,,Tim Sharpe,,[Unknown],tsharpe10s@aol.com,,
10984031,Inactive Investor,Russell Macrini,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,rmacrini@primerica.com,,Salesforce
10820575,Inactive Investor,Aaron Bernthal,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",aaron.bernthal@nm.com,,Salesforce
10662179,,Jonathan Hokin,,,jon@hokinadvisors.com,,List Import
352925,,Thabo Maseko,Funding Manager,Industrial Development Corporation,thaboma@idc.co.za,,Event
10760452,Inactive Investor,Robert Chapline,Financial Advisor;Senior Vice President,Morgan Stanley Kansas City MO 4520 Main St,robert.chapline@morganstanley.com,,Salesforce
11134576,Inactive Investor,Jamie Mathurin,Associate Banker,Citigroup Global Markets Inc.,jamie.mathurin@citigroup.com,,Salesforce
11025675,Inactive Investor,Fang-Hsi Lee,,"Avantax Investment Services, Inc.",,,Salesforce
11080124,Inactive Investor,Piers Sullivan,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,,,Salesforce
10914488,Inactive Investor,Robert Dainard,Chief Compliance Officer;Managing Member;Portfolio Manager;Principal,Hara Capital LLC,rob@haracapital.com,,Salesforce
11011203,Inactive Investor,Thomas Taylor,Financial Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 9749 Montgomery Rd",thomas.taylor@ampf.com,,Salesforce
10982907,Inactive Investor,Brooke Barker,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",brooke.barker@wellsfargoadvisors.com,,Salesforce
10957409,Inactive Investor,Jeffrey Campbell,,Cetera Advisors LLC Tustin CA 161 Fashion Ln,jeffrey.campbell@ceteraadvisors.com,,Salesforce
9555615,,Connie Partridge,,,connie@mooringsgroup.com,,List import
11176880,Inactive Investor,Alan Riffle,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,alan.riffle@opco.com,,Salesforce
10808446,Inactive Investor,Brian Angelillis,Financial Advisor,Edward Jones Venice FL 304 W Venice Ave,brian.angelillis@edwardjones.com,,Salesforce
10752948,Inactive Investor,Dawn Charmatz,Portfolio Associate,Morgan Stanley Melville NY 58 S Service Rd,dawn.charmatz@morganstanley.com,,Salesforce
9551433,,John Seagrave,,,jseagrave@barronfinancialgroup.com,,List import
11163438,Inactive Investor,Adam Perryman,Financial Advisor,LPL Financial LLC Greensboro NC 620 Green Valley Rd,adam.perryman@lpl.com,,Salesforce
11228981,Inactive Investor,Matthew Harriman,Associate,Edward Jones Tempe AZ 7065 S Heather Dr,,,Salesforce
11013813,Inactive Investor,Edith Waldman,,PFS Investments Inc. Edison NJ 2015 State Rte 27,ewaldman@primerica.com,,Salesforce
10822601,Inactive Investor,Pamela Caloway,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",pcaloway@hightoweradvisors.com,,Salesforce
9586848,,David Cielusniak,,,david.cielusniak@tscmllc.com,,List import
9621296,,Wang Huan,,,492310898@qq.com,,List import
11030662,Inactive Investor,Matthew McAllister,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10862375,Inactive Investor,Ann Laufman,Financial Advisor,"MML Investors Services, LLC Houston TX 3 Greenway Plz",alaufman@financialguide.com,,Salesforce
107290,,Anthony Ibarguen,,Quench,tony@tibarguen.com,6103299297,Organic Search
371232,,Mark Pheng,,[Unknown],pheng.mark@gmail.com,,source
10781678,Inactive Investor,Ross Norman,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10775367,Inactive Investor,Jamie Krigbaum,Investment Associate,J.P. Morgan Securities LLC Newport Beach CA 660 Newport Center Dr,jamie.krigbaum@jpmorgan.com,,Salesforce
9629303,,Jason B,,,jimbodougans@gmail.com,,List import
11212638,Inactive Investor,Michael Steiner,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,msteiner@ft.newyorklife.com,,Salesforce
9563710,,Christopher Collyer,,,christopher.collyer@lfg.com,,List import
9625461,,Bob Haya,,,haya@createlabs.com,,List import
10865561,Inactive Investor,Kenneth Johnson,,"Osaic Wealth, Inc. State College PA 2125 E College Ave",,,Salesforce
10949358,Inactive Investor,John Thorne,,"Capital Investment Group, Inc. Columbia SC 3103 Devine St",,,Salesforce
10865154,Inactive Investor,Michael Seate,,State Farm VP Management Corp. Knightdale NC 4001 Village Park Dr,,,Salesforce
256,,,,,pamwillits09354@wp.pl,,
9600980,,John O'brien,,,john@cardinalgroup.com,,List import
10811840,Inactive Investor,William Rhyne,,"Wells Fargo Clearing Services, LLC Davenport IA 5407 Victoria Ave",bill.rhyne@wellsfargoadvisors.com,,Salesforce
174318,,Olaf Ihde,,[Unknown],mhoh333@gmail.com,,Paid Social
10970594,Inactive Investor,James Daron,,"Concordia Wealth Management, LLC",,,Salesforce
11076549,Inactive Investor,Virginia Choice,Client Service Associate,Morgan Stanley Oakland CA 1999 Harrison St,virginia.choice@morganstanley.com,,Salesforce
9615928,,Alex Mackie,,,ajmackie8238@gmail.com,,List import
6984877,,rujtruhj dujykguy,,,fojip38079@wwgoc.com,,Web Form Fillout
11060863,Inactive Investor,Brenda Bazan,,"Wells Fargo Clearing Services, LLC Odessa TX 4101 John Ben Shepperd Pkwy",,,Salesforce
11108488,Inactive Investor,Zhou Yu,Chief Compliance Officer;Financial Advisor;Investor;Managing Member,Forward Horizon Investment,zhou@forward-horizon.com,,Salesforce
11220331,,Christian Nallenweg,,,cnallenweg@ofgltd.com,,Other
9588694,,michael hanlon,,,mjhcatv@gmail.com,,List import
10834453,Inactive Investor,Richard Zich,Chief Compliance Officer;Financial Advisor;Manager;Partner;President,"Southwest Investment Advisors, Inc.",rick@siatucson.com,,Salesforce
10927192,Inactive Investor,Brandon Hunter,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brandon_hunter@vanguard.com,,Salesforce
197785,,Michael Yencich,,n/a,michaelfdy@yahoo.com,847-337-4303,
11115188,Inactive Investor,Steven Navarra,Registered Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",steven.navarra@ml.com,,Salesforce
168409,,Kris M.,,[Unknown],morekart@gmail.com,,Organic Search
9582421,,Neal Cloer,,,cloer.neal@principal.com,,List import
10764869,Inactive Investor,Kevin Beard,Manager,"Sorrento Pacific Financial, LLC",,,Salesforce
11140547,Inactive Investor,Timothy Scanlon,,CIBC World Markets Corp.,,,Salesforce
10604201,,Patrick Windley,Head of Real Estate,Las Aguilas,pwindley@la-hq.com,2105387529,List Import
10753268,Inactive Investor,Michael Barry,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated New Orleans LA 639 Loyola Ave",,,Salesforce
11175692,Inactive Investor,Riley Hunter,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10488288,,Lance Jamerson,Managing Director,Westshore Wealth,lancej@westshorewealth.com,,List Import
10603818,,John Perrone,"Chairman, Chief Executive Officer, Vice President - Operations","Brixton Capital Wealth Advisors, LLC",john@brixtonwealth.com,,List Import
9604559,,Hessum Zangenehpour,,,assetmanagement@ifpartners.com,,List import
10951223,Inactive Investor,Troy Olson,,"Horace Mann Investors, Inc. Middleton WI 8383 Greenway Blvd",troy.olson@horacemann.com,,Salesforce
10960734,Inactive Investor,Joshua Moll,,PFS Investments Inc. Louisville KY 13279 O'Bannon Station Way,jmoll@primerica.com,,Salesforce
9560922,,Jeff Romond,,,jromond@massmutual.com,,List import
10793826,Inactive Investor,Thomas Mountain,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",thomas.mountain@valic.com,,Salesforce
10969129,Inactive Investor,Sean Guill,,LPL Financial LLC Scottsdale AZ Private Residence,sean.guill@lpl.com,,Salesforce
11035290,Inactive Investor,Chonita Rose,,PFS Investments Inc. Petersburg VA 30 Franklin St,crose@primerica.com,,Salesforce
11235767,Inactive Investor,Stephen Salinger,Wealth Advisor,"Jacobi Capital Management, LLC Berwyn PA 1055 Westlakes Dr",ssalinger@jacobicapital.com,,Salesforce
10618495,,Frank McCabe,,,frank.mccabe@wellsfargoadvisors.com,,List Import
11051990,Inactive Investor,Hany Youhana,,J.P. Morgan Securities LLC New York NY 770 Lexington Ave,hany.youhana@jpmorgan.com,,Salesforce
11179092,Inactive Investor,Jamal Clarke,,J.P. Morgan Securities LLC San Francisco CA 188 Spear St,jamal.clarke@jpmorgan.com,,Salesforce
352953,,Mark Foster,Vice President Portfolio Manager,Morgan Stanley & Co. LLC,ruleshelp@gmail.com,,Event
10764568,Inactive Investor,William Cox,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",wlyle_cox@ml.com,,Salesforce
10768241,Inactive Investor,Heather Jones,,McDonald Partners LLC Ann Arbor MI 2803 S State St,hjones@mcdonald-partners.com,,Salesforce
10852137,Inactive Investor,Deborah York,,"Farmers Financial Solutions, LLC Kansas City MO 6112A N State Rte 9",dyork@farmersagent.com,,Salesforce
336437,,Michael Tosaw,Investment Advisor,Rcm Wealth Advisors,mtosaw@rcmfs.com,866-903-1822,Manual List Upload
10614276,,Howard Stricker,Financial Advisor,,hstricker@brwealth.com,,List Import
11262311,Inactive Investor,Jeff Gundlach,Chief Executive Officer; Chief Investment Officer; Director; Executive Committee Member,DoubleLine,jeffrey.gundlach@doubleline.com,213-633-8200,Salesforce
9589617,,visar meholli,,,m_visar@hotmail.com,,List import
11128406,Inactive Investor,Kimberly Taylor,,MWA Financial Services Inc. Nashville IL 163 S Kaskaskia St,kimberly.j.taylor@mwarep.org,,Salesforce
9556675,,Cyrille Celle,,,cyrille.celle.cc@gmail.com,,List import
10805492,Inactive Investor,Michael Jonas,Financial Advisor,Edward Jones St John IN 10033 Wicker Ave,mike.jonas@edwardjones.com,,Salesforce
10779789,Inactive Investor,Monica House,Family Wealth Advisor;Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Reno NV 5390 Kietzke Ln,monica.house@morganstanley.com,,Salesforce
10807853,Inactive Investor,Tiffanie Sojourner,Financial Advisor;Transition Consultant,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",,,Salesforce
10985145,Inactive Investor,James Hinton,,PFS Investments Inc. Charlotte NC 818 Tyvola Rd,jimhinton@primerica.com,,Salesforce
10784860,Inactive Investor,Marcy Cooney,Senior Client Associate,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",marcy.cooney@wellsfargoadvisors.com,,Salesforce
39431,,Timothy Regan,Financial Associate,Thrivent Investment Management Inc.,timothy.regan@thrivent.com,440-827-6323,
373366,,Wen Ying Low,,[Unknown],wenyinglow@gmail.com,,source
220209,,Brad Huff,,[Unknown],brad@bradhuff.com,,
10888094,Inactive Investor,Ross Winfield,,"Cambridge Investment Research, Inc. Virginia Beach VA 277 Bendix Rd",,,Salesforce
11200252,Inactive Investor,Giovanni Giambanco,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",giovanni.giambanco@equitable.com,,Salesforce
11054800,Inactive Investor,Skyler Wachsmann,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11064056,Inactive Investor,Edward Colley,,PFS Investments Inc. Mechanicsville VA 7492 Lee Davis Rd,edward.colley@primerica.com,,Salesforce
9571742,,Cuong Nguyen,,,cuong.vn09@gmail.com,,List import
9543566,,Sherri Chack-On,,,sherric@houstonfcu.org,,List import
151701,,Walter Giles,Senior Vice President,Cannell & Co.,wgiles@peterbcannell.com,212-752-5255,Manual List Upload
10877272,Inactive Investor,Bethany Archer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10947645,Inactive Investor,Adam Talhouk,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,adam.talhouk@fidelity.com,,Salesforce
11183702,Inactive Investor,Beth Rosenwald,Branch Director - Senior Consulting Group;Managing Director,"RBC Capital Markets, LLC Baltimore MD 2800 Quarry Lake Dr",beth.rosenwald@rbc.com,,Salesforce
10841825,Inactive Investor,Thomas Moran,Associate Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mthomas@rockco.com,,Salesforce
9558520,,Patrick Robison,,,probison@unitedplanners.com,,List import
11178700,Inactive Investor,John Henien,Wealth Supervisor,HSBC Securities (USA) Inc. Fairfax VA Private Residence,john.x.henien@us.hsbc.com,,Salesforce
11049046,Inactive Investor,Lisa Booth,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",lisa.adams@firstcitizens.com,,Salesforce
9613808,,larry oneil,,,larry@1cfm.net,,List import
11170387,Inactive Investor,Brandon Oslund,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",brandon_oslund@ml.com,,Salesforce
10774843,Inactive Investor,Richard Scheetz,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,richard.scheetz@fidelity.com,,Salesforce
11026286,Inactive Investor,Mingjie Xu,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",mingjie.xu@ml.com,,Salesforce
95237,,Paul Hilal,"Chief Executive Officer, Ultimate Managing Partner",Mantle Ridge Lp,philal@mantleridge.com,646-762-8540,Manual List Upload
10765392,Inactive Investor,Jessica Mattes,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,jessica.feeney@gs.com,,Salesforce
11147509,Inactive Investor,Aidan Forbes,Wealth Management Analyst,Morgan Stanley,aidan.forbes@morganstanley.com,,Salesforce
11009566,Inactive Investor,Thomas Falterman,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",thomas.falterman@nm.com,,Salesforce
10966260,Inactive Investor,Laura Wolfrom,Financial Advisor,"Equitable Advisors, LLC Fort Mill SC 9355 Founders St",laura.scherwitz@equitable.com,,Salesforce
9625013,,Glen S,,,gstream@hotmail.com,,List import
9610958,,MAURIZIO CANTATORE,,,cnajboys@optonline.net,,List import
11031519,Inactive Investor,Wendi Grable,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",wendi.grable3@lfg.com,,Salesforce
11209886,Inactive Investor,Justin Lavender,Financial Advisor,"Ameriprise Financial Services, LLC Lawton OK 13 NW 44th St",justin.p.lavender@ampf.com,,Salesforce
11205391,Inactive Investor,Andrew Henry,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11104045,Inactive Investor,Jason Franz,Financial Advisor;First Vice President,Morgan Stanley Middleton MA 35 Village Rd,jason.franz@morganstanley.com,,Salesforce
10766891,Inactive Investor,Alistair Flynn,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",alistair.flynn@ml.com,,Salesforce
9594060,,Morten Bugge,,,morten@globalevolution.com,,List import
11104030,Inactive Investor,William Burns,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Lending Specialis,Morgan Stanley Paramus NJ 61 S Paramus Rd,william.m.burns@morganstanley.com,,Salesforce
10768546,Inactive Investor,Gregory Brez,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",gregory.brez@wellsfargoadvisors.com,,Salesforce
159357,,Thor Chaiin,,[Unknown],kr1p10hacker@gmail.com,,
10901686,Inactive Investor,Cole Snyder,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,cole.snyder@morganstanley.com,,Salesforce
11201859,Inactive Investor,Christopher Hernandez,,Ally Invest Securities LLC Yorktown Heights NY Private Residence,,,Salesforce
11064132,Inactive Investor,Donald Kiley,,"Ausdal Financial Partners, Inc. De Pere WI 416 George St",donkiley@afpadvisor.com,,Salesforce
11126881,Inactive Investor,Blake Epstein,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",blake.epstein@rbc.com,,Salesforce
11178672,Inactive Investor,Aaron Eberhart,,"Investment Planners, Inc. Fortville IN 410 Poplar St",,,Salesforce
244423,,Meghan Richter,,Intention.ly,none@nonr5yuu.com,,Manual List Upload
11035954,Inactive Investor,Robert Berglund,Registered Principal,"Ameriprise Financial Services, LLC Palm Harbor FL Private Residence",,,Salesforce
11058363,Inactive Investor,Patrick Farrell,Chief Operating Officer;President,"Sound Income Strategies, LLC",pfarrell@soundincomestrategies.com,,Salesforce
9591014,,William Brachey,,,tbrachey@gmail.com,,List import
11044225,Inactive Investor,John Upton,Financial Advisor,"Wells Fargo Clearing Services, LLC Colonial Heights VA 320A Charles H Dimmock Pkwy",john.upton@wellsfargoadvisors.com,,Salesforce
6715242,,Mamun manaan,,,mdmamunkhan5c@gmail.com,,Web Form Fillout
11147080,Inactive Investor,Joseph Sullivan,,LPL Financial LLC,,,Salesforce
9622341,,Ankit Desai,,,ankitdesai88@gmail.com,,List import
9569626,,Donald Duncan,,,dduncan@savantcapital.com,,List import
11062028,Inactive Investor,Joel Drake,Managing Partner;Personal CFO,The Wealth Consulting Group Des Moines IA 3106 Ingersoll Ave,jdrake@wealthcg.com,,Salesforce
10805180,Inactive Investor,Eduardo Suarez,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 10781 W Flagler St",ed.suarez@wellsfargo.com,,Salesforce
11212527,Inactive Investor,Sidney Frith,,"First Command Brokerage Services, Inc. Universal City TX 2101 Pat Booker Rd",,,Salesforce
11096440,Inactive Investor,Erol Tamer,Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley San Francisco CA 101 California St,erol.tamer@morganstanley.com,,Salesforce
10977644,Inactive Investor,Melissa Shade,,"Truist Investment Services, Inc. Reading PA 1100A Berkshire Blvd",,,Salesforce
10898002,Inactive Investor,Jeffrey Jenkins,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",jeffrey.n.jenkins@ml.com,,Salesforce
9548194,,Robert E. Newman II,,,robertenewmanii@gmail.com,,List import
181072,,Nick Gandhi,,[Unknown],ng99@nickgandhi.com,,Paid Search
10999200,Inactive Investor,Tayler Drynan,,NYLIFE Securities LLC Renton WA 116 Williams Ave S,tedrynan@ft.newyorklife.com,,Salesforce
10995083,Inactive Investor,Natalia Oliver,,J.P. Morgan Securities LLC Englewood NJ 50 Grand Ave,natalia.oliver@chase.com,,Salesforce
11026801,Inactive Investor,Jing Lin,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,diana.lin@fmr.com,,Salesforce
9555588,,Bryan Rea,,,brea@yourwealth.com,,List import
10558586,,Renato Reis,,,r.anselmoreis@gmail.com,,Web Form Fillout
10882088,Inactive Investor,Kurt Lawn,,"Avantax Investment Services, Inc. Absecon NJ 175 W Absecon Blvd",,,Salesforce
11162835,Inactive Investor,Anthony Indelicato,,PNC Investments Morganville NJ 50 US Hwy 9,anthony.indelicato@pnc.com,,Salesforce
11101007,Inactive Investor,Chet Beene,Financial Advisor,"Osaic Wealth, Inc. Waco TX 400 Austin Ave",,,Salesforce
9626034,,Yuriy Skalozubov,,,dont1sk2@gmail.com,,List import
167004,,Richard Graber,,[Unknown],ncjhawk@morrisbb.net,,
9596861,,David Ketter,,,dketter@financialengines.com,,List import
11061120,Inactive Investor,Lisa Balducci,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Statesville NC 1616 E Broad St",lisa.balducci@ml.com,,Salesforce
10798399,Inactive Investor,Caleb Wilson,Vice President - Investments,J.P. Morgan Securities LLC Crawfordsville IN 200 S Washington St,,,Salesforce
10891922,Inactive Investor,Mark Chrisenberry,Financial Advisor,"Ameriprise Financial Services, LLC Clemson SC 100 Shorecrest Dr",mark.chrisenberry@ampf.com,,Salesforce
9584568,,Thomas Meyer,,,tmeyer@meyercg.com,,List import
11166455,Inactive Investor,Jacob Culton,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",jacob.culton@nm.com,,Salesforce
10633343,Inactive Investor,Natasha Mcpherson,,"LPL Financial 9481 Irvine Center Dr, Irvine, CA 92618",natasha.mcpherson@lpl.com,949-222-6401,Salesforce
10940070,Inactive Investor,Austin Payne,,Fidelity Brokerage Services LLC,,,Salesforce
10824578,Inactive Investor,Arlette Pol,Wealth Management Analyst,Morgan Stanley Boca Raton FL 595 S Federal Hwy,arlette.pol@morganstanley.com,,Salesforce
11013321,Inactive Investor,Sasmita Budhathoki,,J.P. Morgan Securities LLC Torrance CA 2121 Torrance Blvd,sasmita.budhathoki@jpmorgan.com,,Salesforce
10801323,Inactive Investor,Douglas Massey,Managing Director,UBS Financial Services Inc. Boston MA 1 Post Office Sq,douglas.massey@ubs.com,,Salesforce
11235931,Inactive Investor,Ronald Partain,Senior Investment Advisor,"Commerce Advisors, LLC",,,Salesforce
11109535,Inactive Investor,Michael Komrosky,,"Voya Financial Advisors, Inc.",mkomrosky@voya.com,,Salesforce
11090202,Inactive Investor,Rodd Miller,Financial Advisor,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",rodd.miller@goldenstatewm.com,,Salesforce
10912001,Inactive Investor,Daniel Idzkowski,Chief Executive Officer;Co-Founder;Regulatory Contact,Sidepocket Incorporated San Francisco CA 1504 9th Ave,daniel@sidepocket.com,,Salesforce
11181071,Inactive Investor,Daniel Driscoll,Investment Associate;Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,daniel.r.driscoll@jpmorgan.com,,Salesforce
9631369,,Etienne Gilomen,,,etienne.gilomen@aaro.capital,,List import
9558386,,Scott Matsumoto,,,scottskmatsumoto34@gmail.com,,List import
9644719,,Jen Roth,,,jennifer.roth@gs.com,,List import
234466,, -,,[[Unknown]],jclements515@yahoo.com,,
9582780,,Cece Love,,,ceceloce@gmaul.com,,List import
11067780,Inactive Investor,Michael Yatkeman,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,brent.yatkeman@fmr.com,,Salesforce
10951996,Inactive Investor,Rosario Cameratta,,Cetera Advisor Networks LLC Chicago IL 203 N la Salle St,,,Salesforce
9571417,,Eugene Bujaky,,,gene.bujaky@voya.com,,List import
10853508,Inactive Investor,Daniel Evans,Director;Financial Advisor;Shareholder,"Midwest Professional Planners, Ltd.",devans@mpplplan.com,,Salesforce
9575627,,Jayson Wagner,,,jayson.wagner@valic.com,,List import
109213,,DANGDAN ZHUANG,,C,zhuangdangdan@hotmail.com,(216) 543-2285,Organic Search
373304,,Tolani Aiyeku,,[Unknown],tolaniaiyeku@gmail.com,,source
10604630,,Joseph Gilgus,"Assistant Vice President, Senior Financial Advisor, Vice President, Wealth Management Advisor",Bank of America Merrill Lynch,jgilgus@gmail.com,913-906-5282,List Import
172539,,Cameron Tierney,,[Unknown],cam.tierney17@gmail.com,,Paid Social
10782815,Inactive Investor,George Stathis,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,george.j.stathis@citi.com,,Salesforce
10929035,Inactive Investor,Marcus Ross,,Vanguard Marketing Corporation,marcus_ross@vanguard.com,,Salesforce
225571,, -,,[[Unknown]],royalpriest3@yahoo.com,,Initial Salesforce Import
11049117,Inactive Investor,John Wood,,PFS Investments Inc. Harvey LA 2439 Manhattan Blvd,john.wood@primerica.com,,Salesforce
10819716,Inactive Investor,David Price,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
10875028,Inactive Investor,Casey Johnson,Paraplanner,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,,,Salesforce
11064863,Inactive Investor,Scott Nehra,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,scott.nehra@morganstanley.com,,Salesforce
11155193,Inactive Investor,Oscar Rico,Financial Advisor,PNC Investments Sarasota FL 3275 University Pkwy,oscar.rico@pnc.com,,Salesforce
10929057,Inactive Investor,Charles Woodhull,Financial Advisor,LPL Financial LLC Dayton OH 6520 Centerville Business Pkwy,charles.woodhull@lpl.com,,Salesforce
182933,,Jeff McCanlies,,[Unknown],jeffmc2@gmail.com,,Advertising
10864628,Inactive Investor,Marcus Gustafsson,President,"Gustafsson Wealth Management, Inc.",marcus@gustafsson-wealthmgmt.com,,Salesforce
10646819,,Joseph Balestra,,,jbalestra@vcm.com,,List Import
9578970,,Walter Wisniewski,"Chief Executive Officer, President, Regulatory Contact, Senior Wealth Advisor",Arcadia Wealth Management,walter@arcadiawm.com,,List import
11132535,Inactive Investor,Viren Kamdar,Managing Director;Partner;Shareholder,Pathstone Bellevue WA 225 108th Ave NE,vkamdar@pathstone.com,,Salesforce
174365,,J H,,[Unknown],jjmhe92@gmail.com,,Organic Search
10947221,Inactive Investor,Yamen Fellah,,"Raymond James Financial Services, Inc. Tucson AZ 3561 E Sunrise Dr",yamen.fellah@raymondjames.com,,Salesforce
10802064,Inactive Investor,Loy Coffey,Investment Advisor Representative,Edward Jones Navasota TX 1315 E Washington Ave,loy.coffey@edwardjones.com,,Salesforce
10804563,Inactive Investor,Eduardo Estrada,Vice President,J.P. Morgan Securities LLC Austin TX 405 Colorado St,,,Salesforce
11073323,Inactive Investor,Brian Mahoney,Chief Compliance Officer;Managing Member;Managing Partner,"Camelot Wealth Management, LLC",brian.mahoney@camelotwealth.com,,Salesforce
10848673,Inactive Investor,Joseph Deluca,,LPL Financial LLC Holland MA Private Residence,j.deluca@lpl.com,,Salesforce
11090632,Inactive Investor,Tommy Ngo,,J.P. Morgan Securities LLC Berkeley CA 2150 Shattuck Ave,tommy.ngo@jpmorgan.com,,Salesforce
10449,,Geofffrey Moul,,Mmmb,moul@mmmb.com,6145990403,Organic Search
10942028,Inactive Investor,Nathan Adams,Financial Advisor,Edward Jones Newark OH 711 W Church St,nate.adams@edwardjones.com,,Salesforce
10918086,Inactive Investor,Charmaine Corbin,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",charmaine.corbin@nm.com,,Salesforce
46178,,Jeffrey Hayes,Account Executive,Fidelity Personal and Workplace Advisors,jeffrey.hayes@fmr.com,,
11058720,Inactive Investor,John Franklin,,"Independent Financial Group, LLC Shell Knob MO Private Residence",jfranklin@ifgrr.com,,Salesforce
144828,,Trista Allison,,53rd Securities,trista.allison@53.com,615-831-2817,
11042142,Inactive Investor,Charles Friedlander,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",charles.friedlander@wellsfargoadvisors.com,,Salesforce
10955643,Inactive Investor,Joshua Null,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Owner;President,Gulf Coast Financial Advisors LLC,jnull@gulfcoastfa.com,,Salesforce
11122471,Inactive Investor,Nicholas Nelson,,Deutsche Bank Securities Inc.,,,Salesforce
11062895,Inactive Investor,Samuel Harvey,Investment Advisor Representative,USA Financial Securities LLC Connersville IN 126 W 6th St,,,Salesforce
10791439,Inactive Investor,John Chatmas,Chief Executive Officer,Waterloo Capital,jchatmas@waterloocap.com,,Salesforce
10872729,Inactive Investor,Corey Kiewiet,Relationship Manager,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,,,Salesforce
9551144,,Tim Robbins,,,tgrobbinssr@gmail.com,,List import
11175884,Inactive Investor,Bradford Richardson,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
10953337,Inactive Investor,Richard Mulligan,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,rich.mulligan@ceterais.com,,Salesforce
9641595,,pedro jose dreyer,,,pdreyer@udesa.edu.ar,,List import
11037333,Inactive Investor,Nicholas Tower,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",nick.tower@bofa.com,,Salesforce
11190295,Inactive Investor,Pradip Shah,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Sugar Land TX 2277 Plaza Dr",paul.shah@ampf.com,,Salesforce
11192928,Inactive Investor,Elizabeth Gross,Portfolio Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,elizabeth.gross@morganstanley.com,,Salesforce
10871634,Inactive Investor,Lakisha Goodwin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Germantown TN 7665 Poplar Ave",lakisha.r.goodwin@ml.com,,Salesforce
11160286,Inactive Investor,Jeffrey Light,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,jlight01@ft.newyorklife.com,,Salesforce
9549622,,Martin Schwartz,,,martin.schwartz@mlp.com,,List import
10869860,Inactive Investor,Casey Schurwon,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,casey.schurwon@ubs.com,,Salesforce
9574756,,Tuomas Puustinen,,,tuomas.puustinen@gmail.com,,List import
11140484,Inactive Investor,Alan Redell,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,aredell@rwbaird.com,,Salesforce
11131072,Inactive Investor,Valerie Litznerski,Research Analyst,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 3302 Mallard Cove Ln",valerie.litznerski@nm.com,,Salesforce
10825388,Inactive Investor,Edward Rigo,Investment Advisor,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",ted.rigo@benjaminfedwards.com,,Salesforce
10754758,Inactive Investor,Brandon Pruss,Financial Advisor;Financial Consultant;Vice President,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,brandon.pruss@ubs.com,,Salesforce
10612812,,John Creeron,Financial Advisor,,john.creeron@ampf.com,,List Import
10970168,Inactive Investor,Lucas Wyatt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11083514,Inactive Investor,Maxwell Storm,,J.P. Morgan Securities LLC Sylvania OH 5756 Monroe St,maxwell.storm@jpmorgan.com,,Salesforce
10789399,Inactive Investor,James Lewers,Chief Compliance Officer;Senior Vice President;Vice President,Brick & Kyle Associates Inc,jlewers@brick-kyle.com,,Salesforce
11201715,Inactive Investor,Peter Amrein,,"Concorde Investment Services, LLC",,,Salesforce
10952681,Inactive Investor,David Hughes,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Harrison NY 302 Halstead Ave,david.hughes@jpmorgan.com,,Salesforce
10962439,Inactive Investor,Mark Parkinson,,NYLIFE Securities LLC Brooklyn NY 122 Ashland Pl,mparkinson@ft.newyorklife.com,,Salesforce
10789020,Inactive Investor,Jeffrey Ohe,President;Regulatory Contact,"Cahill Financial Advisors, Inc.",,,Salesforce
10971701,Inactive Investor,Martin Hagge,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,mjhagge@ft.newyorklife.com,,Salesforce
10757796,Inactive Investor,Jacqueline Adams,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jacqueline.a.adams@jpmorgan.com,,Salesforce
10901522,Inactive Investor,Matthew Bracewell,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",matt.bracewell@truist.com,,Salesforce
11076156,Inactive Investor,John Steiner,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",john.steiner@ml.com,,Salesforce
11155390,Inactive Investor,Steven Irwin,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,steve.irwin.jrm6@statefarm.com,,Salesforce
10875549,Inactive Investor,Patrick McCloskey,,"Principal Securities, Inc.",,,Salesforce
337215,,Howard Bolotin,,"Trilogy Capital, Inc.",howard.bolotin@trilogyfs.com,,
9602420,,Brian Becker,,,bwb@hamiltoncapital.com,,List import
11228743,Inactive Investor,Hector Cruz,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10611874,,Joseph Tyrrell,"Financial Advisor, Vice President",,joseph.tyrrell@morganstanley.com,,List Import
11209369,Inactive Investor,Christopher Armas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11209146,Inactive Investor,Alexa Ventrice,,"VALIC Financial Advisors, Inc. Independence OH 2 Summit Park Dr",,,Salesforce
11036653,Inactive Investor,Lilian Lopez,,J.P. Morgan Securities LLC Lake Worth FL 9863 Lake Worth Rd,lilian.lopez@jpmorgan.com,,Salesforce
11228501,Inactive Investor,Hallie Lehosit,,J.P. Morgan Securities LLC Bridgeport WV 1507 Johnson Ave,,,Salesforce
10961739,Inactive Investor,Matthew Damante,,UBS Financial Services Inc.,,,Salesforce
11136984,Inactive Investor,James Barney,,"Charles Schwab & Co., Inc. Wildomar CA Private Residence",,,Salesforce
10973826,Inactive Investor,Cecelia Tefft,,Vanguard Marketing Corporation,cecelia_tefft@vanguard.com,,Salesforce
11137777,Inactive Investor,David Turturro,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",david.turturro@nm.com,,Salesforce
11058131,Inactive Investor,Jarrod Burgess,,"Truist Investment Services, Inc. Fort Worth TX 5128 Apache Plume Rd",jarrod.burgess@truist.com,,Salesforce
11116132,Inactive Investor,Parthsarthi Rathore,,Citigroup Global Markets Inc.,,,Salesforce
10847008,Inactive Investor,Suzanne Crook,,J.P. Morgan Securities LLC Sun City West AZ 13501 W Camino del Sol,suzanne.crook@jpmorgan.com,,Salesforce
10882858,Inactive Investor,Scott Sexton,,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",ssexton@osaicwealth.com,,Salesforce
11004445,Inactive Investor,Jeffrey Fiscella,Regional Vice President,PFS Investments Inc. Pella IA 713 E 1st St,jeffery.fiscella@primerica.com,,Salesforce
10988480,Inactive Investor,Calvin Robinson,,"Osaic Wealth, Inc.",,,Salesforce
10886192,Inactive Investor,Carlos Navarro,Client Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,carlos.salzedo-navarro@jpmorgan.com,,Salesforce
10849290,Inactive Investor,Patricia Provenzano,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",patricia.a.provenzano@bofa.com,,Salesforce
11188066,Inactive Investor,Samantha Binz,,"First Command Brokerage Services, Inc.",slbinz@firstcommand.com,,Salesforce
10603885,,Jack Dwyer,"Chief Executive Officer, Regulatory Contact",Infusive Asset Management Inc.,jack@infusive.com,,List Import
9639420,,Joseph Bongiorno,,,joseph.bongiorno@conti.com,,List import
10957824,Inactive Investor,Benjamin Swift,Financial Advisor Associate;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,benjamin.swift@jpmorgan.com,,Salesforce
10826295,Inactive Investor,Christine Jasso,Client Specialist,Robert W. Baird & Co. Incorporated,cjasso@rwbaird.com,,Salesforce
209143,,Daniele Balestreri,,[Unknown],danielebal@icloud.com,,Paid Social
10853106,Inactive Investor,Harold Carmean,Chief Compliance Officer;Managing Member;Partner;President,"CWM Advisory, LLC",hcarmean@mycwmanagement.com,,Salesforce
11116850,Inactive Investor,Donald Mathias,,"Osaic Wealth, Inc. Brookfield WI 300 N Executive Dr",,,Salesforce
11068398,Inactive Investor,Katie Brewer,Financial Professional,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",katie.brewer@equitable.com,,Salesforce
10795994,Inactive Investor,Michael Mazzilli,Private Wealth Advisor,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",michael.x.mazzilli@ampf.com,,Salesforce
10947945,Inactive Investor,William Finch,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",william.g.finch@nm.com,,Salesforce
1004891,Inactive Investor,Jeffrey Weiss,"Chief Investment Officer, Co-Founder, Managing Member, Regulatory Contact",Colter Lewis Investment Partners,jeff@colterlewis.com,,3rd Party Lead Gen
11197148,Inactive Investor,Steven Leonard,Founder;Managing Principal;Principal,Pacifica Capital Investments Rancho Sante Fe CA 5119 EL Mirlo,steve@pacificacapital.net,,Salesforce
11021786,Inactive Investor,Jeffery Hamilton,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,jeff.hamilton@ubs.com,,Salesforce
10656249,Inactive Investor,Thomas Bono,Chairman;Chief Executive Officer,"Monere Wealth Management, Inc. Oak Brook IL 1111 W 22nd St",tbono@monereinvestments.com,,List Import
11098121,Inactive Investor,Olivia Surratt,,"Global Brokerage Services, Inc. Baltimore MD 1425 Patapsco St",olivia@globalbrokers.net,,Salesforce
11191930,Inactive Investor,Matthew Kallio,Financial Advisor,"Citizens Securities, Inc. Solon OH 6241 Som Center Rd",matthew.kallio@citizenssecurities.com,,Salesforce
10900347,Inactive Investor,Barry Healy,,"American Fidelity Securities, Inc.",barry.healy@af-group.com,,Salesforce
11154188,Inactive Investor,Austin Murphy,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Cottage Grove MN Private Residence",austin.murphy@ampf.com,,Salesforce
11230111,Inactive Investor,Alexander Marchese,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,ajmarchese@ft.newyorklife.com,,Salesforce
11132137,Inactive Investor,Tyrone Phillippi,Director;Regional Managing Director,"McKinley Carter Wealth Services, Inc. Miamisburg OH 10050 Innovation Dr",tphillippi@mc-ws.com,,Salesforce
10919693,Inactive Investor,Gregory Dillard,Wealth Advisor,Commonwealth Financial Network Lenexa KS 8801 Renner Blvd,greg.dillard@lpl.com,,Salesforce
230075,,Barbara -,,Barbara [[Unknown]],barbtwentynine@yahoo.com,,
11114738,Inactive Investor,Ryan Hill,Financial Professional,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",rmhill@financialguide.com,,Salesforce
9607966,,Warren Gerow,,,trican@nb.aibn.com,,List import
10788034,Inactive Investor,Christopher Gibson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,christopher.gibson@fidelity.com,,Salesforce
219517,,Brian Zech,,[Unknown],brian.d.zech@gmail.com,,
238205,,narcisb90@yahoo.com Baran,,[Unknown],narcisb90@yahoo.com,,
11101212,Inactive Investor,Matthew Patterson,,"Northwestern Mutual Investment Services, LLC Wenatchee WA 18 S Mission St",matt.l.patterson@nm.com,,Salesforce
11229715,Inactive Investor,David Switala,,Brighton Securities Corp. Falconer NY 324 W Main St,,,Salesforce
11075521,Inactive Investor,Joseph Van Name,Chief Compliance Officer;Chief Executive Officer;President,"Advisors Financial, Inc.",joe@advisorsfinancial.com,,Salesforce
11177226,Inactive Investor,Victoria Compton,,LPL Financial LLC Towson MD 403 Allegheny Ave,victoria.compton@lpl.com,,Salesforce
10927657,Inactive Investor,Michael Bergum,,Fidelity Brokerage Services LLC,michael.bergum@fmr.com,,Salesforce
11033619,Inactive Investor,Matthew Minick,,State Farm VP Management Corp. Elwood IN 517 N Anderson St,matt.minick.f24v@statefarm.com,,Salesforce
10913606,Inactive Investor,Jacob Bushue,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10903102,Inactive Investor,Eric Collier,Managing Member;Portfolio Manager;Regulatory Contact,"SMI Advisory Services, LLC",ecollier@smiadvisory.com,,Salesforce
9586075,,Mahmood Mirza,,,mmbaig12@gmail.com,,List import
11012435,Inactive Investor,Cleo Villarreal,,"Farmers Financial Solutions, LLC Fresno CA 1080 W Sierra Ave",cleo.tjackson4@farmersagency.com,,Salesforce
11090371,Inactive Investor,Melissa Reider,,"Financial Management Strategies, Inc.",,,Salesforce
11000656,Inactive Investor,Craig Johnson,,LPL Financial LLC Grand Rapids MI Private Residence,,,Salesforce
9627881,,Roxanne Bennett,,,rbennett@warwickcapital.fund,,List import
11003247,Inactive Investor,Jared Hall,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
9601401,,Christopher Zehner,,,czehner@hbksorce.com,,List import
10783600,Inactive Investor,Micah Monson,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,micah.monson@fidelity.com,,Salesforce
10994181,Inactive Investor,Alexander Geiselmann,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11028854,Inactive Investor,Kyle Mcclure,,"Kestra Investment Services, LLC Marmora NJ 105 Roosevelt Blvd",,,Salesforce
9541218,,cristi marian jifcu,,,jfcucristimarian@yahoo.es,,List import
10863681,Inactive Investor,Brian Chandler,Financial Advisor,Edward Jones Marysville CA 126 12th St,brian.chandler@edwardjones.com,,Salesforce
11082150,Inactive Investor,Jason Wilburn,,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",,,Salesforce
9595543,,Alan Culbertson,,,alan@anculbertson.com,,List import
9561593,,Kevin Runde,,,casey@rundeinvestmentmanagement.com,,List import
11125181,Inactive Investor,Arnold Solalinde,Relationship Banker,"Wells Fargo Clearing Services, LLC Winston Salem NC 3375 Robinhood Rd",arnold.solalinde@wellsfargo.com,,Salesforce
11181251,Inactive Investor,Maria Strand,Senior Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,maria.p.strand@morganstanley.com,,Salesforce
11106096,Inactive Investor,Amanda Rabe,Chief Compliance Officer;Financial Advisor,Rabe Investment Consulting Group,amanda.rabe@rabeicg.com,,Salesforce
10839587,Inactive Investor,Justine Harvey,,Morgan Stanley Akron OH 3700 Embassy Pkwy,,,Salesforce
10659975,,Parker Bradford,,,parker.bradford@nm.com,,List Import
9581694,,Kamran Moghtaderi,,,kmoghtaderi@eversept.com,,List import
11022920,Inactive Investor,Joshua Verstandig,,"Northwestern Mutual Investment Services, LLC Frederick MD 150 S East St",joshua.verstandig@nm.com,,Salesforce
10950364,Inactive Investor,Matthew Mirocco,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_mirocco@vanguard.com,,Salesforce
11007355,Inactive Investor,Shanon Lebel,,"Allstate Financial Services, LLC North Tonawanda NY 3376 Niagara Falls Blvd",shanonlebel@allstate.com,,Salesforce
229160,, -,,[[Unknown]],nstern@investormedia.com,,Organic Search
11017175,Inactive Investor,David Benavides,,PNC Investments Manteca CA 201 N Main St,david.benavides@pnc.com,,Salesforce
10857331,Inactive Investor,Danny Yu,Chief Compliance Officer;Chief Executive Officer;Managing Principal,"Hillcrest Wealth Advisors - NY, LLC",,,Salesforce
206719,,CJ Lanktree,,[Unknown],cjlanktree@gmail.com,,
10907080,Inactive Investor,Matthew Hausmann,Financial Advisor,Lincoln Investment Erie PA 3939 W Ridge Rd,mhausmann@lincolninvestment.com,,Salesforce
9596144,,Josh Billiard,,,josh.billiard@plantemoran.com,,List import
9643239,,Ingrid Hansen,,,pbjsandw@yahoo.com,,List import
11062524,Inactive Investor,Antone Beaulieu,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11172414,Inactive Investor,Hannah Payne,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,hannah.payne@fidelity.com,,Salesforce
10940709,Inactive Investor,Dana Menard,Chief Compliance Officer;Chief Executive Officer;Founder,"Twin Cities Wealth Strategies, Inc.",,,Salesforce
10785112,Inactive Investor,Karl Kuchma,,"Truist Investment Services, Inc. Clermont FL 581 E Hwy 50",karl.kuchma@truist.com,,Salesforce
9573013,,Matthew Hutcheson,,,mhutcheson@massmutual.com,,List import
11203806,Inactive Investor,Avishek Guha,,Cetera Advisor Networks LLC,avishek.guha@cetera.com,,Salesforce
10783363,Inactive Investor,Christine Roberts,,"Wells Fargo Advisors Financial Network, LLC Richmond VA Private Residence",christine.roberts@wfafinet.com,,Salesforce
10939647,Inactive Investor,Michael Tsai,,"Wells Fargo Clearing Services, LLC",michael.tsai@wellsfargo.com,,Salesforce
226025,, -,,[[Unknown]],goryo4x@gmail.com,,Initial Salesforce Import
10927248,Inactive Investor,Rebecca Thomas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10658149,,Philip Pizzurro,,,ppizzurro@generational.com,,List Import
9647809,,Garson Lilley,,,garsonlilley@hotmail.com,,List import
3478259,,David Holt,,,dmholt@aol.com,,Web Form Fillout
5874577,,Michael Weir,,,mweir@sunwaterworks.com,,Web Form Fillout
11233480,Inactive Investor,Michael Mealy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pensacola FL 25 W Cedar St",michael.mealy@schwab.com,,Salesforce
11139636,Inactive Investor,Heath Larkin,Financial Advisor,"Ameriprise Financial Services, LLC White Bluff TN Private Residence",heath.larkin@ampf.com,,Salesforce
10897329,Inactive Investor,Matthew Ryer,,"PHX Financial, Inc.",mryer@phoenixinc.com,,Salesforce
10865917,Inactive Investor,Anthony Shark,,PFS Investments Inc. Brooklyn NY 77 Sands St,anthony.shark@primerica.com,,Salesforce
11093477,Inactive Investor,Michael Walton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10880226,Inactive Investor,Robert Lee,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
11128260,Inactive Investor,Andrew O'Brien,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10785384,Inactive Investor,Kevin Goodman,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,kevin.goodman@fidelity.com,,Salesforce
10935326,Inactive Investor,Jerome Owens,Financial Advisor,"Osaic Wealth, Inc. Brunswick GA 501 Gloucester St",,,Salesforce
9586823,,Harold Burech,,,hburech@hazlettburt.com,,List import
10909447,Inactive Investor,Craig Roberts,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,crroberts@ft.newyorklife.com,,Salesforce
11153565,Inactive Investor,Christopher Hill,,"Raymond James Financial Services, Inc. The Villages FL 4048 Wedgewood Ln",christopher.hill@raymondjames.com,,Salesforce
10940578,Inactive Investor,Jacob Mason,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10895563,Inactive Investor,Cynthia Kump,Senior Client Associate,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",cynthia.kump@raymondjames.com,,Salesforce
10821211,Inactive Investor,Taylor Porter,Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,tporter@rwbaird.com,,Salesforce
11014560,Inactive Investor,Robert Butler,Financial Advisor,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",rbutler@nationallife.com,,Salesforce
10981132,Inactive Investor,Timothy Wesbrook,Associate Financial Advisor,"Choreo, LLC Cedar Rapids IA 329 12th Ave SE",,,Salesforce
11149143,Inactive Investor,Vincent Sbano,,B. Riley Wealth Management Tampa FL 2901 W Busch Blvd,vsbano@brileywealth.com,,Salesforce
10616398,,Larry Loving,,,larry.loving@lpl.com,,List Import
10873048,Inactive Investor,Daniel Gonzalez,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",dgonzalez@firstcommand.com,,Salesforce
11088316,Inactive Investor,John Hudson,Financial Advisor,Lincoln Investment Sugar Land TX 77 Sugar Creek Center Blvd,,,Salesforce
10606201,,Gerardo Blanco,"Supervisory Manager, Vice President",J.P. Morgan Securities LLC,gerardoblanco@hotmail.com,202-533-2100,List Import
11158988,Inactive Investor,Gabriel Ali,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ellicott City MD 11125 Resort Rd",gabriel.ali@ml.com,,Salesforce
11120358,Inactive Investor,Phillip Demakis,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",phillip.demakis@nm.com,,Salesforce
9544363,,Ivan Illan,,,iillan@massmutual.com,,List import
9629850,,Joe S,,,grayscale@joe.selway.com.au,,List import
9573177,,Boozer Downs,,,boozerdowns@gmail.com,,List import
10945045,Inactive Investor,Brian Cacace,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Groton CT 738 Long Hill Rd",brian.cacace@ml.com,,Salesforce
221560,,Laura Prather,,[Unknown],lprather1152@icloud.com,,source
1002724,Inactive Investor,Robert Polatidis,,Fin Tap 401K Trust,bob.polatidis@gmail.com,646 623 7703,
163060,,George Hardie,,[Unknown],hardieg@aol.com,,
11232699,Inactive Investor,Julie Lankford,Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC",julie.lankford@wellsfargoadvisors.com,,Salesforce
11192710,Inactive Investor,Phuong Ngo,,J.P. Morgan Securities LLC San Jose CA 555 W Capitol Expy,phuong.ngo@jpmorgan.com,,Salesforce
9643955,,Masahiro Takeda,,,masahiro_takeda@gentosha.co.jp,,List import
10757376,Inactive Investor,Cassandra Lirio,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",cassandra.lirio@ml.com,,Salesforce
10868256,Inactive Investor,Joshua Allen,Director - Wealth Management;Investment Advisor Representative;Member;Owner;Partner,"TCP Asset Management, LLC",josh@trendencycapital.com,,Salesforce
11066040,Inactive Investor,Preston Spears,,"World Equity Group, Inc. Woodstock GA 2230 Towne Lake Pkwy",prestonspears@weg1.com,,Salesforce
11236291,Inactive Investor,Alexandre Mann,Founding Partner;Investment Committee;Manager;Managing Director,CV Advisors LLC Aventura FL 19495 Biscayne Blvd,,,Salesforce
10856339,Inactive Investor,Bart Little,Financial Advisor,Commonwealth Financial Network Springfield OH 20 S Limestone St,blittle@commonwealth.com,,Salesforce
10969579,Inactive Investor,Haylie Zollinger,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9590128,,Minh Cao,,,theminh11999@gmail.com,,List import
11120294,Inactive Investor,James Keddie,Retirement Planning Specialist,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",james.keddie@equitable.com,,Salesforce
11093313,Inactive Investor,Jessica Moss,,PFS Investments Inc. Wayne NJ 500 Valley Rd,jessica.moss@primerica.com,,Salesforce
228756,, -,,[[Unknown]],4025048918@myboostmobile.com,,
11173308,Inactive Investor,Tammy Oakes Hughes,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",,,Salesforce
11173367,Inactive Investor,James Fletcher,Senior Consultant;Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces NM 425 S Telshor Blvd",james_fletcher@ml.com,,Salesforce
221275,,N G,,[Unknown],gnaty23@gmail.com,,
10840574,Inactive Investor,Cory Oehlke,Financial Advisor,Edward Jones Wadena MN 306 Jefferson St S,cory.oehlke@edwardjones.com,,Salesforce
11154558,Inactive Investor,Mikey Wesley,,State Farm VP Management Corp. Houston TX 9540 Huffmeister Rd,mikeywesley@statefarm.com,,Salesforce
10774179,Inactive Investor,Frank Tinsley,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",,,Salesforce
10903417,Inactive Investor,Robert Mlenek,Chief Financial Officer,United Capital Financial Advisors,,,Salesforce
351965,,Heidi Hitchcock,,Advocate Investing Services,heidi.hitchcock@advocateinvesting.com,240-403-0039,Manual List Upload
9616819,,Chris Brendler,,,ccbrendler@gmail.com,,List import
11065246,Inactive Investor,Charles Evans,,"Raymond James Financial Services, Inc. Myrtle Beach SC 1151 44th Ave N",mike.evans@raymondjames.com,,Salesforce
10757042,Inactive Investor,Christopher Adams,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",chris.adams@wellsfargoadvisors.com,,Salesforce
10965493,Inactive Investor,Adam Nedvin,,"Allstate Financial Services, LLC Manorville NY 383 N Sunrise Service Rd",adamnedvin@allstate.com,,Salesforce
11114016,Inactive Investor,Peter Sexton,,"Farmers Financial Solutions, LLC Everett WA 5920 Evergreen Way",psexton1@farmersagent.com,,Salesforce
10763387,Inactive Investor,Aaron Mendelson,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,aaron.mendelson@ubs.com,,Salesforce
11238876,Inactive Investor,Zachary Drake,,Basa Advisors,zdrake@basaresources.com,,Salesforce
10836707,Inactive Investor,George Walker,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,george.walker@primerica.com,,Salesforce
10914941,Inactive Investor,Sandra Rojas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",sandra.coronado@tdameritrade.com,,Salesforce
10901337,Inactive Investor,Shawn Mahoney,Senior Financial Wealth Advisor,"Camelot Wealth Management, LLC",shawn.mahoney@camelotwealth.com,,Salesforce
10984362,Inactive Investor,Zairoon Charran,,J.P. Morgan Securities LLC Fort Lauderdale FL 2701 S University Dr,zairoon.m.charran@chase.com,,Salesforce
11242639,,Chris Chris,,,chrisl.cps@gmail.com,,Web Form Fillout
9562995,,Donna Oxford,,,donna.oxford@suntrust.com,,List import
10613161,,John Sandler,Financial Advisor,,john.sandler@equitable.com,,List Import
10741958,,Adrian Davis,,,princemaximus1017@gmail.com,,Web Form Fillout
10870980,Inactive Investor,Mark Dempsey,,"Northwestern Mutual Investment Services, LLC",markdempsey@northwesternmutual.com,,Salesforce
11192887,Inactive Investor,Wendy Foster,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Conshohocken PA 100 Front St,wendy.foster@morganstanley.com,,Salesforce
11085549,Inactive Investor,Geoffrey Moore,First Vice President - Investments,"Raymond James & Associates, Inc. Springfield MA 1500 Main St",geoffrey.moore@raymondjames.com,,Salesforce
11101273,Inactive Investor,Michael Farmer,,PFS Investments Inc. Tyler TX 3334 S Southwest Loop 323,michael.farmer@primerica.com,,Salesforce
10941062,Inactive Investor,Crystal Crawford,,Fidelity Brokerage Services LLC,,,Salesforce
11014838,Inactive Investor,Amber Grant,,Cetera Financial Specialists LLC Warrenton MO 216 E Booneslick Rd,amber.grant@ceterafs.com,,Salesforce
11075138,Inactive Investor,Edward Chiang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Torrance CA 4206 Pacific Coast Hwy",edward.chiang@ml.com,,Salesforce
11025213,Inactive Investor,Elizabeth Rugg,Senior Client Associate,UBS Financial Services Inc. New Albany OH 180 Market St,elizabeth.m.rugg@ubs.com,,Salesforce
11157312,Inactive Investor,David Manning,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",manningd@stifel.com,,Salesforce
10996149,Inactive Investor,Kun Qian,Manager;Vice President,HSBC Securities (USA) Inc. Seattle WA 920 5th Ave,,,Salesforce
11174005,Inactive Investor,Robert Gleason,,"Osaic Wealth, Inc. Kingston MA 17 Foxworth Ln",,,Salesforce
6663846,,David Chan,,,davidchan1@gmail.com,9172731632,Web Form Fillout
11121610,Inactive Investor,Damon Trammell,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,damon_trammell@vanguard.com,,Salesforce
10612508,,Michael Sangirardi,"Financial Advisor, Private Wealth Advisor",,michael.l.sangirardi@ampf.com,,List Import
11027118,Inactive Investor,Vivien Bicierro,,PFS Investments Inc. Brea CA 2923 Saturn St,vivien.bicierro@primerica.com,,Salesforce
11061843,Inactive Investor,Armando Bramwell,,"Allstate Financial Services, LLC Chicago IL 2823 W 55th St",armandobramwell@allstate.com,,Salesforce
11235336,Inactive Investor,Dale Tondryk,Financial Advisor,Berger Financial Group Minnetonka MN 17601 Hwy 7,dale@bergerfinancialgroup.com,,Salesforce
10659354,,Timothy Callahan,,,timothy.callahan@primerica.com,,List Import
11029845,Inactive Investor,Paul Petrone,,LPL Financial LLC Danbury CT Private Residence,paul.petrone@lpl.com,,Salesforce
236436,, -,,[[Unknown]],coffeekss@gmail.com,,
10911315,Inactive Investor,Diana Orea,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,diana.orea@fidelity.com,,Salesforce
10947481,Inactive Investor,Stephen Allerti,Private Client Advisor,J.P. Morgan Securities LLC Staten Island NY 666 Forest Ave,stephen.j.allerti@chase.com,,Salesforce
11110270,Inactive Investor,Art Ignacio,Financial Advisor;Vice President,"Stifel, Nicolaus & Company, Incorporated Long Beach CA 5834 E Naples Plz",ignacioa@stifel.com,,Salesforce
10860140,Inactive Investor,Brian Tall,Chief Investment Officer,Brighton Jones LLC,brian@brightonjones.com,,Salesforce
11189290,Inactive Investor,Kevin Lonergan,,LPL Financial LLC San Mateo CA 303 Vintage Park Dr,kevin.lonergan@lpl.com,,Salesforce
11091528,Inactive Investor,Jeffrey Anderson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Johnson City TN 1319 Sunset Dr",andersonj@stifel.com,,Salesforce
9598033,,Emily Henderson,,,ehenderson@gylfinsyn.com,,List import
11116389,Inactive Investor,Hector Montes De Oca,,PFS Investments Inc. Glendale CA 750 Fairmont Ave,hector.montesdeoca@primerica.com,,Salesforce
9560400,,Vitali Fatenom,,,vifate8684@dxecig.com,,List import
182001,,Ben Pope,,[Unknown],bpope357@yahoo.com,,Organic Search
10904659,Inactive Investor,Jennifer Young,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",,,Salesforce
11171532,Inactive Investor,Robert Ewing,,"Voya Financial Advisors, Inc. West Des Moines IA Private Residence",robert.ewing@voya.com,,Salesforce
11020790,Inactive Investor,Severiano Torres,,State Farm VP Management Corp.,severianotorres@statefarm.com,,Salesforce
11096845,Inactive Investor,Steven Hiraga,Chief Compliance Officer;Financial Advisor,Smith Bruer Advisors,steven.hiraga@smithbrueradvisors.com,,Salesforce
11071795,Inactive Investor,Kenneth Stein,,"Allstate Financial Services, LLC Bronxville NY 108 Kraft Ave",kennethstein@allstate.com,,Salesforce
11115035,Inactive Investor,Maria Martinez,,PFS Investments Inc. Victorville CA 15000 7th St,,,Salesforce
199072,,Christian Medrano,,United States,chrismedrano31@icloud.com,,source
10862828,Inactive Investor,David Heichel,Senior Wealth Manager;Vice President;Vice President - Marketing,Pinnacle Advisors,davidh@pinnacleadvisors.com,,Salesforce
11049044,Inactive Investor,Katherine Sonnycalf,Assistant Vice President;Financial Services Representative,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",,,Salesforce
11008717,Inactive Investor,Kristopher Sharpe,Chief Compliance Officer,Behl Wealth Management,kristopher@behlwealth.com,,Salesforce
10832278,Inactive Investor,Jason Arbittier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1500 American Blvd",jason_arbittier@ml.com,,Salesforce
10824340,Inactive Investor,Steven Schildt,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",steve.schildt@nm.com,,Salesforce
11151264,Inactive Investor,Kevin Page,Financial Advisor,Edward Jones New Bern NC 117 Middle St,kevin.page@edwardjones.com,,Salesforce
10918360,Inactive Investor,James Donovan,,"Cadaret, Grant & Co., Inc. Lyndhurst NJ 30 Park Ave",jdonovan@ae.cadaretgrant.com,,Salesforce
11217699,,Jonathan Weitzman,,,jweitzman@commonwealth.com,,List Import
164461,,??ng ?ào Ng?c H?i,,Ä?áº·ng Ä?Ã o Ngá»?c Háº£i,hai.gt46@gmail.com,,Direct
10352082,,amelida gonzalez,,,amelidag67@ixloud.com,,Web form fillout
228914,,ted -,,ted [[Unknown]],foofoocho@gmail.com,,
10849344,Inactive Investor,Anushka Gupta,,Goldman Sachs & Co.,anushka.gupta@gs.com,,Salesforce
9582655,,Xavier Filisola,,,giusseppe.filisolad@gmail.com,,List import
10619784,,Amie Marks,,,amie.marks@raymondjames.com,,List Import
10621603,,Ramon Neri,,,info@neri.net,,Web Form Fillout
11238931,Inactive Investor,Alex Hwang,,Griffin Capital Company,ahwang@griffincapital.com,,Salesforce
9594058,,Michael Jordre,,,mjordre@rhiclp.com,,List import
11060858,Inactive Investor,Robin Patterson,Financial Advisor;Senior Wealth Strategy Associate,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",amy.patterson@ubs.com,,Salesforce
10820623,Inactive Investor,Tyson Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Kirkland WA 460 Central Way",tyson.smith@wellsfargoadvisors.com,,Salesforce
332409,,Ma Mack,,[Unknown],mack@216biz.com,,source
11209638,Inactive Investor,Roderick Mcrae,Chief Compliance Officer;Managing Partner,McRae Capital Management Inc.,rod3@mcraecapital.com,,Salesforce
10896848,Inactive Investor,Steven Gormley,Director - Portfolio Management;Investment Advisor Representative;Owner;Partner,KWB Wealth,steve@kwbwealth.com,,Salesforce
10847018,Inactive Investor,Ryan Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Toledo OH 7335 Crossleigh Ct",ryan.d.smith@wfa.com,,Salesforce
10510454,,Mary Wagner,Managing Partner,Valley Creek Advisors,mary.wagner@valleycreekadvisors.com,,List Import
9642747,,Sari Aprianti,,,sariaprianti@gmail.com,,List import
9602239,,Ben Salm,,,ben.blueriver@gmail.com,,List import
10863481,Inactive Investor,Norman Saute,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
218995,,Dylan Jones,,[Unknown],dylanjones286@btinternet.com,,Direct
11236373,Inactive Investor,Jason Seymour,Investment Advisor,"Portside Wealth Group, LLC American Fork UT PO Box 1351",,,Salesforce
11012592,Inactive Investor,Gloria Rodriguez,,J.P. Morgan Securities LLC Greeley CO 4719 29th St,gloria.rodriguez@jpmorgan.com,,Salesforce
10802624,Inactive Investor,Cory Pinkston,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Evansville IN 25 NW Riverside Dr",cory.d.pinkston@wellsfargoadvisors.com,,Salesforce
10904520,Inactive Investor,Abby Harris,Client Service Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,abby.harris@ubs.com,,Salesforce
9637552,,Mark Colella,,,mcolella@stamoscapital.com,,List import
10834443,Inactive Investor,Sneyder Crespo,International Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",sneyder.crespo@ml.com,,Salesforce
11175745,Inactive Investor,Scott Bullock,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10904766,Inactive Investor,Wayne Swart,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,,,Salesforce
10881732,Inactive Investor,Shane Merritt,Registered Principal,"Wells Fargo Advisors Financial Network, LLC Portsmouth NH 36 Maplewood Ave",shane.merritt@wfafinet.com,,Salesforce
10811084,Inactive Investor,Joan Mashburn,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",joanie_mashburn@ml.com,,Salesforce
10837774,Inactive Investor,Mark Lininger,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",mark.lininger@rbc.com,,Salesforce
11217273,,Robert Gascon,,,rgascon@htk.com,,Other
9620276,,Dennis vigee,,,dvigee@yahoo.com,,List import
11182941,Inactive Investor,Kyle Kosanovich,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
10768821,Inactive Investor,Theodore Fleming,Executive Director,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,scott.fleming@morganstanley.com,,Salesforce
10873180,Inactive Investor,Roy Roberson,Investment Advisor Representative,"Equity Services, Inc. Lynchburg VA 3071 Fort Ave",rroberson@nationallife.com,,Salesforce
10878528,Inactive Investor,Siarra Siebel,Client Service Associate;Registered Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,siarra.siebel@morganstanley.com,,Salesforce
10974856,Inactive Investor,Grant Bradley,,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",,,Salesforce
11035828,Inactive Investor,James Conlan,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,james.v.conlan@jpmorgan.com,,Salesforce
10922251,Inactive Investor,Michael Farrance,Financial Consultant,Thrivent Investment Management Inc. Kalamazoo MI 2156 S 11th St,michael.farrance@thrivent.com,,Salesforce
10962604,Inactive Investor,Justin Evans,,"Allstate Financial Services, LLC Saint Paul MN 15050 Cedar Ave",justinevans@allstate.com,,Salesforce
9542515,,Franklin Gellenthin,,,fgellenthin@gmail.com,,List import
11145496,Inactive Investor,Chandra Rollins,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",chandra.rollins@valic.com,,Salesforce
9605959,,SangWoo Park,,,behindvis@gmail.com,,List import
341013,,Patrick Cloonan,,Comprehensive Financial Planning Inc,pcloonan@compcos.com,717-569-6667,Manual List Upload
10965464,Inactive Investor,Sherman Belfry,Associate,Edward Jones Spokane WA 2020 E 29th Ave,,,Salesforce
44672,,Richard Briand,"Member, Managing Partner",Silverlake Wealth Management Llc,rbriand@silverlakewealth.com,802-857-5083,Manual List Upload
9563376,,Kenneth Arida,,,kwarida@gmail.com,,List import
9596721,,Nikita S,,,siorychi@gmail.com,,List import
10836088,Inactive Investor,Nicholas Hammond,Associate Financial Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",nicholas.hammond@ampf.com,,Salesforce
10849368,Inactive Investor,Nancy Caraballo,Senior Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
10358852,,Patrick Thuemmel,,,patrick@samalinwealth.com,,Web Form Fillout
11082342,Inactive Investor,Rodney Pack,Financial Advisor,Edward Jones Burlington NC 2208 S Church St,eric.pack@edwardjones.com,,Salesforce
10939305,Inactive Investor,Casey Whitmarsh,,State Farm VP Management Corp. Lorton VA 7217 Lockport Pl,caseywhitmarsh@statefarm.com,,Salesforce
10779161,Inactive Investor,Thomas Cagganello,Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Lending Specialist;Senior Portfol,Morgan Stanley Westport CT 500 Post Road E,thomas.cagganello@morganstanley.com,,Salesforce
11084766,Inactive Investor,Samantha Belport,Senior Associate,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",samantha.belport@wellsfargoadvisors.com,,Salesforce
10841368,Inactive Investor,Jeffrey Kline,Director,"Stonebridge Financial Group, LLC",,,Salesforce
11189969,Inactive Investor,Ryan Troy,,"Empower Financial Services, Inc",ryan.troy@empower.com,,Salesforce
10939077,Inactive Investor,Barbara Koch,,PFS Investments Inc. York PA 4185 W Market St,barbara.lang@primerica.com,,Salesforce
9648306,,Daniel Wei,,,danwei923@gmail.com,,List import
10909402,Inactive Investor,Elizabeth Phillips,,LPL Financial LLC Allen TX 790 S Watters Rd,elizabeth.phillips@lpl.com,,Salesforce
11108544,Inactive Investor,Jason Tompkins,,Key Investment Services LLC Yakima WA 102 E Yakima Ave,jtompkins@kisinvestments.com,,Salesforce
11031239,Inactive Investor,Jeffrey Weglarz,Chief Compliance Officer,"Goldstone Financial Group, LLC",jweglarz@goldstonefinancialgroup.com,,Salesforce
11022354,Inactive Investor,James Ormsbee,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Layton UT 1133 N Main St",james.ormsbee@tfaconnect.com,,Salesforce
10851882,Inactive Investor,Craig Campbell,,"W&S Brokerage Services, Inc. Hermitage PA 157 N Hermitage Rd",craig.campbell@wslife.com,,Salesforce
598,,,,,JuneLee67598@yahoo.co.uk,,
10867415,Inactive Investor,Jonathan Saunders,Investment Specialist;Vice President,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,jonathan.saunders@jpmorgan.com,,Salesforce
10823092,Inactive Investor,Jennifer Stipick,Financial Advisor,Edward Jones Atlanta GA 5605 Glenridge Dr,jennie.stipick@edwardjones.com,,Salesforce
9554001,,Jordan Paris,,,jpventurecapital@gmail.com,,List import
100110,,Richard Sanchez,"Sr. Manager, Strategic Pricing & Cost Transformati",Arise Virtual Solutions,rick.sanchez093@gmail.com,,Event
10864970,Inactive Investor,Andrew Rolnick,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10931779,Inactive Investor,Helen Sengor,,J.P. Morgan Securities LLC Sparta NJ 27 Sparta Ave,helen.sengor@jpmorgan.com,,Salesforce
10905616,Inactive Investor,David Lien,,"Ameritas Investment Company, LLC Irvine CA 8 Corporate Park",,,Salesforce
11134039,Inactive Investor,Kimberly Sadler,Financial Advisor,Edward Jones Murfreesboro TN 1733 Saint Andrews Dr,,,Salesforce
11152669,Inactive Investor,Thomas Coxhead,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Denver CO 1801 California St",thomas.coxhead@rbc.com,,Salesforce
10939189,Inactive Investor,Travis Blaser,,Cetera Advisors LLC Scottsdale AZ 6900 E Camelback Rd,,,Salesforce
10488605,,Robert Britt,Practice Director,Level Four Advisory Services,lbritt@levelfouradvisors.com,,List import
10358086,,Liam b,,,mullets_drainer_02@icloud.com,,Web form fillout
344044,,Robert Plante,"Executive Vice President, COO",Murphy Capital Management Inc,rplante@pgbank.com,908-719-6430,Manual List Upload
244903,,Timothy Chamberlain,Product Development Manager,PGIM Investments,timothy.chamberlain@pgim.com,19733679136,Manual List Upload
10773907,Inactive Investor,Paul Zoch,Chief Compliance Officer;Founder;President;Principal,"Asset Advisory Group, Inc.",paul@assetadvisorygroup.com,,Salesforce
11197371,Inactive Investor,Michael Guiffrida,,"Farmers Financial Solutions, LLC San Diego CA 10805 Thornmint Rd",,,Salesforce
11085509,Inactive Investor,Lorayne Fiorillo,Financial Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",lorayne.fiorillo@raymondjames.com,,Salesforce
9553684,,Etienne Choinière,,,etiennec11@hotmail.com,,List import
10761666,Inactive Investor,Richard Hveem,,"Hennion & Walsh, Inc.",rhveem@hennionandwalsh.com,,Salesforce
11231932,Inactive Investor,Carla Jones,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,carla.aplin@ubs.com,,Salesforce
10948117,Inactive Investor,Connor Wasson,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,connor.wasson@lpl.com,,Salesforce
11260484,Inactive Investor,Shannon Bereza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",,,Salesforce
10888288,Inactive Investor,Matthew McGuire,Financial Advisor,Edward Jones Sapulpa OK 20 N Park St,matt.mcguire@edwardjones.com,,Salesforce
10929966,Inactive Investor,James Garner,Financial Advisor,LPL Financial LLC Rockville MD 9210 Corporate Blvd,james.garner@lpl.com,,Salesforce
11212343,Inactive Investor,Seth Middleton,Associate Trainee,Stephens,,,Salesforce
11038259,Inactive Investor,Trevor Conwell,,PFS Investments Inc. Indianapolis IN 8383 Craig St,tconwell@primerica.com,,Salesforce
10973155,Inactive Investor,Matthew Higginson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11089647,Inactive Investor,John Dover,,"Osaic FA, Inc. Austin TX Private Residence",,,Salesforce
11000545,Inactive Investor,Douglas Shaffer,,Stirlingshire Investments,,,Salesforce
10845560,Inactive Investor,Gary Bogunia,,State Farm VP Management Corp. South Bend IN 17636 State Road 23,gary.bogunia.lxly@statefarm.com,,Salesforce
11079210,Inactive Investor,Mary Mullin,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10929442,Inactive Investor,Nicolas Del Rosal,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10599216,,Mindy Cook,,,mindycook02@gmail.com,,Web Form Fillout
11163597,Inactive Investor,Clara De Moya Grullon,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,clara.demoyagrullon@primerica.com,,Salesforce
9596730,,Bruce Rhoads,,,brhoads@bamstl.com,,List import
11091876,Inactive Investor,Conor Aten,,NYLIFE Securities LLC Manchester NH 1155 Elm St,,,Salesforce
238566,,robin.wong@bizwizpartnership.com Wong,,[Unknown],robin.wong@bizwizpartnership.com,,source
11168685,Inactive Investor,Dane Winter,,"Kestra Investment Services, LLC Denver CO 1490 S Pearl St",,,Salesforce
11100203,Inactive Investor,Ronda Pope,,Cetera Advisor Networks LLC West Des Moines IA 1089 Jordan Creek Pkwy,,,Salesforce
9543022,,Yi Huang,,,huang__yi@hotmail.com,,List import
10760801,Inactive Investor,Kevin Lawlor,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,kevin.j.lawlor@morganstanley.com,,Salesforce
10978665,Inactive Investor,Eric Whitener,Wealth Advisor,Advisory Services Network Hickory NC 1440 Old Lenoir Rd,,,Salesforce
11148551,Inactive Investor,Maria Morales,,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",,,Salesforce
10868385,Inactive Investor,Gregory Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gregory.jensen@fidelity.com,,Salesforce
11086669,Inactive Investor,John Shaw,Financial Advisor,Edward Jones Boise ID 250 S 5th St,john.shaw@edwardjones.com,,Salesforce
10826101,Inactive Investor,Sharon Coursey,Corporate Retirement Director;Family Wealth Director;Financial Advisor;Senior Registered Associate,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,sharon.coursey@morganstanley.com,,Salesforce
11084649,Inactive Investor,Lisa Elkins-Reuter,,State Farm VP Management Corp. San Rafael CA 705 Mission Ave,lisa.elkins-reuter.ptb5@statefarm.com,,Salesforce
11188254,Inactive Investor,Richard Anderson,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",richardanderson@northwesternmutual.com,,Salesforce
10972555,Inactive Investor,Satyajit Kumar,,First Liberties Financial,,,Salesforce
11008588,Inactive Investor,Jonathan Hendrix,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
9581077,,Linda Walden,,,lwalden@novarecapital.com,,List Import
11029663,Inactive Investor,Connor Townsend,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,ctownsend02@ft.newyorklife.com,,Salesforce
10855585,Inactive Investor,Michael Hall,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",michael.w.hall@stifel.com,,Salesforce
10806155,Inactive Investor,Jason Arbetter,,"Cambridge Investment Research, Inc. Milford MI 1042 N Milford Rd",,,Salesforce
11007078,Inactive Investor,Jonathan Boring,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jboring@primerica.com,,Salesforce
10991132,Inactive Investor,Brandon Fink,Financial Advisor;Senior Vice President,"Claro Advisors, LLC",bfink@claroadvisors.com,,Salesforce
11034749,Inactive Investor,Roney Jun,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,roney_jun@vanguard.com,,Salesforce
9612498,,Kristi Rowsell,,,krowsell@harrisassoc.com,,List import
6434196,,Jesus Guerrero,,,dodads209@gmail.com,,Web Form Fillout
10804049,Inactive Investor,Peter Lucas,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Chesterton IN Private Residence,peter.lucas@morganstanley.com,,Salesforce
11159739,Inactive Investor,Sal Lucido,Regional Vice President,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,sal.lucido@primerica.com,,Salesforce
10915944,Inactive Investor,Celeste Norris,,LPL Financial LLC,celeste.norris@lpl.com,,Salesforce
11067562,Inactive Investor,Tariq Abou-Bakr,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11126308,Inactive Investor,Ryan Hoge,Assistant Vice President,"Raymond James & Associates, Inc.",ryan.hoge@raymondjames.com,,Salesforce
9620612,,AJITH R V,,,ajithrv09@gmail.com,,List import
10795572,Inactive Investor,Craig Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",craig.smith@wellsfargoadvisors.com,,Salesforce
9565621,,Letisha Thompkins,,,letisha.thompkins@outlook.com,,List import
10872644,Inactive Investor,Lamont Henry,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",lamont.henry@nm.com,,Salesforce
9616160,,Kiley Tom,,,thomas.kiley@blackrock.com,,List import
11096782,Inactive Investor,Robert Perussina,Advisor;Director - Wealth Management;Senior Consultant,"WESPAC Advisors, LLC",robert.p@wespac.net,,Salesforce
9541901,,Louw Roets,,,louw@capesuite.co.za,,List import
9546952,,Cameron Lagala,,,clagala@ft.newyorklife.com,,List import
10874122,Inactive Investor,William Mason,,"Independent Advisor Alliance, LLC Columbia SC 1213 Lady St",,,Salesforce
10867404,Inactive Investor,James Price,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11013600,Inactive Investor,Louis Brueggen,,"Allstate Financial Services, LLC Denver CO 8340 E Northfield Blvd",louisbrueggen@allstate.com,,Salesforce
103703,,Robert Hamwee,Managing Director And Chief Executive Officer,"New Mountain Finance Advisers Bdc, L.l.c.",rhamwee@newmountainfinance.com,212-720-0300,Manual List Upload
371574,,Yabkal Keba,,[Unknown],reliablemedicaltransportationll@yahoo.com,,Salesforce
11189270,Inactive Investor,Gary Niemczak,,Lincoln Investment Farmington MI 29905 Middlebelt Rd,gniemczak@lincolninvestment.com,,Salesforce
11091804,Inactive Investor,Daniel Kim,,"Pruco Securities, LLC. Flushing NY 13620 38th Ave",seongwook.kim@prudential.com,,Salesforce
11003481,Inactive Investor,Joseph Kanouna,,J.P. Morgan Securities LLC Roseville MI 20795 E 13 Mile Rd,joseph.kanouna@jpmorgan.com,,Salesforce
10950391,Inactive Investor,Ashley Belcher,Associate,J.P. Morgan Securities LLC Baton Rouge LA 451 Florida St,,,Salesforce
10836564,Inactive Investor,Mark Greenberg,Financial Planner;Principal,Wealth & Tax Planners LLC,mgreenberg@wtplanners.com,,Salesforce
10826791,Inactive Investor,Mark Brady,Co-Chief Investment Officer;Director;Principal,Eubel Brady & Suttman,mark@ebs-asset.com,,Salesforce
9606727,,Stephen Simpson,,,ers033@yahoo.com,,List import
9559854,,mohammadreza ghorbani,,,mrgh0090@gmail.com,,List import
10849634,Inactive Investor,Lisa Hallaian,,"Cambridge Investment Research, Inc. Newport Beach CA 4695 Macarthur Ct",,,Salesforce
9633288,,Thomas Milton,,,tam@media99.com,,List import
11018542,Inactive Investor,Monica Van Tassel,,BNY Mellon Securities Corporation New York NY 200 Park Ave,,,Salesforce
10909252,Inactive Investor,John Etheridge,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,john.etheridge@fidelity.com,,Salesforce
10952499,Inactive Investor,Jorge Bernabe Fierro,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10850944,Inactive Investor,Stephanie Ackler,,"Wells Fargo Advisors Financial Network, LLC New York NY 1350 Avenue of the Americas",stephanie.ackler@wfafinet.com,,Salesforce
11235861,Inactive Investor,Jeremy Jones,Financial Advisor,MDRN Capital,jeremyjones@mdrncapital.com,,Salesforce
11141756,Inactive Investor,Michael Phillips,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10842542,Inactive Investor,Jeanette Hilton,,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",jeanette.hilton@transamerica.com,,Salesforce
11093326,Inactive Investor,Jared Berrios,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,jared.berrios@primerica.com,,Salesforce
6982683,,fggb gyhyh,,,letah85011@youke1.com,,Web Form Fillout
10766275,Inactive Investor,Patricia Townsend,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",patricia.c.garrett@ml.com,,Salesforce
10644840,,William Kristofek,,,bill.kristofek@lpl.com,,List Import
24910,, -,,[[Unknown]],info@wvfinancialservices.com,,Initial Salesforce Import
10871802,Inactive Investor,Jeremie Mckee,Chief Compliance Officer;Investment Advisor;Managing Member,Stonebridge Asset Management LLC,,,Salesforce
9626400,,Johnny Caro,,,jcrealresults@gmail.com,,List import
10847340,Inactive Investor,David Lewin,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,david.lewin@gs.com,,Salesforce
10854016,Inactive Investor,Laura Fallon-Burns,Investment Advisor,"Deschutes Investment Consulting, LLC",laura@deschutesinvestment.com,,Salesforce
10873484,Inactive Investor,Jaime Walker,Vice President,LPL Financial LLC,jaime.walker@lpl.com,,Salesforce
10837212,Inactive Investor,Jeffrey Rein,Chief Compliance Officer;Managing Member;President,"Rein Investments Advisor, LLC",,,Salesforce
11145845,Inactive Investor,Mona Salguero,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,mona.salguero@morganstanley.com,,Salesforce
10902754,Inactive Investor,Barbara Vargas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",barbara.r.bloom@ampf.com,,Salesforce
9608477,,NIGEL TIMPERLEY,,,nigeltimperley@gmail.com,,List import
10829615,Inactive Investor,Piero Setta,,Country Capital Management Company Tinley Park IL 7601 191st St,piero.setta@countryfinancial.com,,Salesforce
10794880,Inactive Investor,Beth Lehman,,BNY Mellon Securities Corporation,beth@bnymellon.com,,Salesforce
10533992,,William Svoboda,,,bill@hspdm.com,,Web Form Fillout
11150391,Inactive Investor,Benicia Walker,,PFS Investments Inc. Houston TX 14526 Old Katy Rd,bwalker.89rwa@primerica.com,,Salesforce
9599782,,Michael Machalicek,,,michael.machalicek@thinkingbeyond.com,,List import
11041087,Inactive Investor,Christian Guereca,,J.P. Morgan Securities LLC Dallas TX 11770 Marsh Ln,christian.guereca@jpmorgan.com,,Salesforce
10869014,Inactive Investor,Melissa Phillips,,"Raymond James & Associates, Inc.",melissa.phillips@raymondjames.com,,Salesforce
9637636,,Lisa Murray,,,lmurray@kauffman.org,,List import
10978243,Inactive Investor,Grace Russak,,"Northern Trust Securities, Inc. Pasadena CA 201 S Lake Ave",grace.russak@northerntrust.com,,Salesforce
170197,,BRUNO DA COSTA RODRIGUES,,[Unknown],brunor270@gmail.com,,Content
11072485,Inactive Investor,Kelii Rain,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10830012,Inactive Investor,John Peterson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",,,Salesforce
11235724,Inactive Investor,Harold Stein,Senior Portfolio Manager;Senior Vice President;Wealth Advisor,"Pinnacle Associates, Ltd. New York NY 335 Madison Ave",hstein@pinnacle-ny.com,,Salesforce
11196899,Inactive Investor,John Rovetto,,LPL Financial LLC New Orleans LA 639 Loyola Ave,jack.rovetto@lpl.com,,Salesforce
10937120,Inactive Investor,Meenal Sharma,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Austin TX 919 Ranch Road 620 S,meenal.sharma@jpmorgan.com,,Salesforce
11115601,Inactive Investor,Jaray Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11059705,Inactive Investor,Kent Schmidt,,LPL Financial LLC Syracuse NY 6702 Buckley Rd,kent.schmidt@lpl.com,,Salesforce
9632917,,Rodman Fox,,,rfox@tigerrisk.com,,List import
231331,, -,,[[Unknown]],coachjimmartinez@hotmail.com,,
333263,,Paul Wannemacher,,Croghan National Bank,pwannemacher@croghan.com,,Manual List Upload
11212264,Inactive Investor,Brian Liberty,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Duluth MN 2230 London Rd",brian.liberty@raymondjames.com,,Salesforce
11009423,Inactive Investor,Landon Smith,,"Farmers Financial Solutions, LLC Columbia MO 401 Vandiver Dr",,,Salesforce
10940494,Inactive Investor,Tami Baum,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9553705,,Tim M,,,tassietim@yahoo.com.au,,List import
7212624,,RakiB MiZi,,,rakibhossain3629@gmail.com,,Web Form Fillout
10862593,Inactive Investor,Kevin Brown,Financial Advisor,Edward Jones West Plains MO 210 W Main St,,,Salesforce
10962569,Inactive Investor,Michael Smith,,Lincoln Investment Land O Lakes FL 2660 Stonewood Park Loop,,,Salesforce
10984533,Inactive Investor,Brandon Friedman,Vice President,Citigroup Global Markets Inc.,brandon.friedman@citi.com,,Salesforce
11022745,Inactive Investor,Justin Flatter,Client Service Associate,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",justin.flatter@ampf.com,,Salesforce
10816500,Inactive Investor,Kimberly McDonald,Senior Registered Associate,Morgan Stanley Gainesville GA 340 Jesse Jewell Pkwy SE,kim.mcdonald@morganstanley.com,,Salesforce
9644298,,Benno Wang,,,benno0810@hotmail.com,,List import
11218958,,Kristie Gheysens,,,kgheysens@edelmanfinancialengines.com,,Other
10645890,,David Paske,,,dpaske@saxonysecurities.com,,List Import
10769895,Inactive Investor,Rohn Hein,,"American Portfolios Financial Services, Inc. Voorhees NJ 2 White Horse Rd W",rhein@americanportfolios.com,,Salesforce
11168664,Inactive Investor,Matthew Marting,,"Kestra Investment Services, LLC Chesterfield MO 15455 Conway Rd",,,Salesforce
10657066,,Thomas Kirkland,,,thomas.kirkland@primerica.com,,List Import
11140511,Inactive Investor,Joseph Maddalon,,Lincoln Investment Mercer PA 7221 W Market St,jmaddalon@lincolninvestment.com,,Salesforce
10860425,Inactive Investor,Todd Peters,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tpeters@tiaa-cref.org,,Salesforce
9646358,,Paaa Haanfi,,,ahanafimamat@gmail.com,,List import
11070034,Inactive Investor,Nabhan Chaudhry,,J.P. Morgan Securities LLC Saco ME 520 Main St,nabhan.chaudhry@chase.com,,Salesforce
10914801,Inactive Investor,Nicholas Sangermano,Financial Professional,"MML Investors Services, LLC Salem NH 45 Stiles Rd",nsangermano@financialguide.com,,Salesforce
347081,,Mario Monteiro,"Vp, Treasurer",Gwn Securities Inc.,mmonteiro@secure.gwnsecurities.com,561-472-2700,Manual List Upload
11030281,Inactive Investor,Teresa Oclair,Investment Advisor Representative,"Calton & Associates, Inc. Bismarck ND 603 Kirkwood Mall",toclair@calton.com,,Salesforce
10874406,Inactive Investor,Vishwas Godbole,Manager,"Opulent Strategies, LLC",vishwas@opulentstrategies.com,,Salesforce
10980250,Inactive Investor,Adam Stone,Financial Advisor,Storehouse Financial LLC,astone@storehousefinancial.com,,Salesforce
10974378,Inactive Investor,Tina Ottersberg,Advisor;Chief Compliance Officer;President,"TO Wealth, LLC",tina@to-wealth.com,,Salesforce
11064001,Inactive Investor,Nicholas Keating,Regional Vice President,PFS Investments Inc. Largo FL 801 W Bay Dr,nicholas.keating@primerica.com,,Salesforce
10875247,Inactive Investor,Norman Martin,,State Farm VP Management Corp. Midlothian VA 368 Browns Hill Ct,,,Salesforce
11229547,Inactive Investor,Laura Carollo,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",lauracarollo@northwesternmutual.com,,Salesforce
10774204,Inactive Investor,Luanne North,Financial Advisor,Edward Jones Hobbs NM 3401 N Grimes St,luanne.north@edwardjones.com,,Salesforce
11201244,Inactive Investor,Donald Fletcher,,PFS Investments Inc.,,,Salesforce
10982825,Inactive Investor,Raquel Martinez,,J.P. Morgan Securities LLC Houston TX 8575 West Loop S,raquel.martinez@jpmorgan.com,,Salesforce
9609035,,Mohamed Alkhoori,,,moh.khoori@gmail.com,,List import
349201,,Kevin Kimery,Managing Member,"Kimery Wealth Management, Llc",kevin.kimery@kimerywealth.com,901-291-5500,Manual List Upload
11221210,,Mark Carolin,,,carolin@conceptwealth.com,,List Import
11160045,Inactive Investor,Andrew Ramirez,,Goldman Sachs & Co.,,,Salesforce
11003214,Inactive Investor,Jeffery Rykhus,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jrykhus@ft.newyorklife.com,,Salesforce
372224,,Sae Udin,,Indonesia,maximbro722@gmail.com,,Salesforce
10858311,Inactive Investor,James Lamb,Private Wealth Advisor,"Ameriprise Financial Services, LLC Scarborough ME 200 US Rte 1",james.e.lamb@ampf.com,,Salesforce
10916612,Inactive Investor,Zachary Petry,,"Avantax Investment Services, Inc. Noblesville IN 408 S 9th St",,,Salesforce
10822908,Inactive Investor,Eileen Midgard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",,,Salesforce
11197243,Inactive Investor,Matthew Anderson,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10911332,Inactive Investor,Gina Perez Troncoso,,VectorGlobal WMG,,,Salesforce
11041001,Inactive Investor,Noea Moss,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",noea.moss@nm.com,,Salesforce
9607676,,Melvin Howell,,,howellm503@gmail.com,,List import
116265,,Julia Weston,Associate,Thrivent Investment Management Inc.,julia.weston@thrivent.com,860-828-8890,
11077336,Inactive Investor,Carrie Crofton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",carrie.crofton@schwab.com,,Salesforce
349468,,Jesse Weissberger,,"National Asset Management, Inc.",jweissberger@nationalsecurities.com,,
11176599,Inactive Investor,Thomas Tibaldi,Senior Wealth Advisor;Vice President - Wealth Management;Wealth Advisor,Citigroup Global Markets Inc. East Meadow NY 670 Merrick Ave,thomas.tibaldi@citi.com,,Salesforce
10644548,,Hans Nelson,,,hans.nelson@rbccm.com,,List Import
11017559,Inactive Investor,Elizabeth Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",elizabeth.martinez1@ml.com,,Salesforce
11220576,,Eric Jacobsohn,,,ejacobsohn@mesirowfinancial.com,,Other
9547326,,Scott Sherman,,,hello@uxmega.com,,List import
11067812,Inactive Investor,Samuel Soderman,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,samuel.soderman@fmr.com,,Salesforce
11237970,Inactive Investor,David Tjader,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",dtjader@performancetrust.com,,Salesforce
350291,,Denise Drudy,Client Relationship Representative,Psi Capital Management,denise@visitpsionline.com,717-207-7123,Manual List Upload
9595835,,Robert Standish,,,rstandish@wealthenhancement.com,,List import
10487256,,Henry Wallace,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",keith_wallace@ml.com,,List Import
11167519,Inactive Investor,Charles Frein,,"Principal Securities, Inc. Mason City IA Private Residence",,,Salesforce
218754,,Kydyr Iskender,,[Unknown],kadyriskender@gmail.com,,source
11105116,Inactive Investor,Katie Mcghee,,J.P. Morgan Securities LLC Rancho Cordova CA 11200 Gold Express Dr,katie.mcghee@jpmorgan.com,,Salesforce
11157388,Inactive Investor,Benjamin Rubenstein,,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,benjamin.rubenstein@chase.com,,Salesforce
9548059,,Mayanglambam Ranjivkumar Singh,,,rajivkr22@gmail.com,,List import
9628000,,Jordan Long,,,jordan.long@sowellmanagement.com,,List import
10556257,,JAMES STEVENS,,,jbchats@gmail.com,,Web Form Fillout
10890868,Inactive Investor,Renee Harris-Christian,Financial Advisor,Edward Jones Enumclaw WA 1029 Cole St,renee.harris-christian@edwardjones.com,,Salesforce
39694,,Paul Bolles,"Director, Retirement Planner",Fidelity Personal and Workplace Advisors,paul.bolles@fidelity.com,,
11070624,Inactive Investor,Maryam Vahabzadeh,,Goldman Sachs & Co.,,,Salesforce
11066689,Inactive Investor,Jeff Good,,"Fifth Third Securities, Inc. Fairview TN 2191 Fairview Blvd",jeff.good@53.com,,Salesforce
10762065,Inactive Investor,Ronald Capraro,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Providence RI 1 Financial Plz,ronald.capraro@morganstanley.com,,Salesforce
11142778,Inactive Investor,Timothy Wright,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11172641,Inactive Investor,Bing Li,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,bing.y.li@jpmorgan.com,,Salesforce
9561539,,HIMANSHU SHARMA,,,himanshu.sharma@smr-automotive.com,,List import
11190591,Inactive Investor,Robert Chatterton,Founder;President,Chatterton & Associates,rob@chattertoninc.com,,Salesforce
11169521,Inactive Investor,Taran Ferdowsian,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
340201,,Margaret Belmondo,,NEPC,mbelmondo@nepc.com,(617) 374-1300,Database Upload
9573150,,Ronak Shah,,,ronak.shah@elionllc.com,,List import
10913662,Inactive Investor,Cindy Rodriguez,Premier Banker,"Wells Fargo Clearing Services, LLC Woodland Hills CA 6001 Topanga Canyon Blvd",cindy.rodriguez@wellsfargo.com,,Salesforce
70495,,Tiwa Elegbeleye,,Nigeria,elegbeleyetiwa@gmail.com,,
11064301,Inactive Investor,Jeorjia Sun,,"Osaic Wealth, Inc. Newport Beach CA 3300 Irvine Ave",,,Salesforce
10759463,Inactive Investor,Thomas Mulroy,,"Stifel, Nicolaus & Company, Incorporated Baltimore MD 1 South St",mulroyt@stifel.com,,Salesforce
10917890,Inactive Investor,Mark Wolter,,"Harbour Investments, Inc. Libertyville IL 1590 S Milwaukee Ave",,,Salesforce
10938516,Inactive Investor,Frank Dibenedetto,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,fdibenedetto@ft.newyorklife.com,,Salesforce
10555919,Active Investor,Alco Pieren,,Alco Pieren,,,Salesforce
9595993,,Tony Han,,,than@bpadvisors.com,,List import
10905131,Inactive Investor,John Stophel,,Sowell Management Chattanooga TN 3077 Broad St,,,Salesforce
10911427,Inactive Investor,Christopher Kapsak,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",christopher.kapsak@nm.com,,Salesforce
11170763,Inactive Investor,Albert Hernandez,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,albert.hernandez@jpmorgan.com,,Salesforce
10800095,Inactive Investor,James Estes,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",estesj@stifel.com,,Salesforce
11179305,Inactive Investor,Steven Magehee,,"J.W. Cole Financial, Inc. Sugar Land TX 130 Industrial Blvd",,,Salesforce
11032695,Inactive Investor,Joseph Yasinoski,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,jjyasinoski@ft.newyorklife.com,,Salesforce
6084481,,Bumper Bupp,,,bumperbupp448@gmail.com,,Web Form Fillout
11183323,Inactive Investor,Robert Weis,Financial Advisor;Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Lake Forest IL 100 N Field Dr",robert.weis@wellsfargoadvisors.com,,Salesforce
3936349,,NAIDI Naidi,,,naidinai423@gmail.com,,Web Form Fillout
10937699,Inactive Investor,Heather Hills,,Edward Jones Piedmont SC 1401 Hwy 86,heather.hills@edwardjones.com,,Salesforce
9610895,,Tsuyoshi Niwa,,,tsuyoshi.niwa@weissasset.com,,List import
10870976,Inactive Investor,Katherine Grimes,Senior Vice President - Investments,"Raymond James & Associates, Inc. Seattle WA 1201 3rd Ave",kat.grimes@raymondjames.com,,Salesforce
11013593,Inactive Investor,Eduardo Leon,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,eduardo.leon@primerica.com,,Salesforce
9628282,,William Longan,,,longan1@verizon.net,,List import
10946237,Inactive Investor,Anthony Craven,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,,,Salesforce
10494415,,Richard Alston,"Chief Compliance Officer, President","New Dimensions Wealth Management, L.L.C.",lance@ndwealth.com,,List import
10905305,Inactive Investor,Amber Heinle,Financial Advisor,Edward Jones Virginia MN 302 Chestnut St,amber.heinle@edwardjones.com,,Salesforce
9584431,,Ikhsan Haris,,,akbar02malikharis@gmail.com,,List import
10790951,Inactive Investor,James Smith,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Rome GA 1605 Martha Berry Blvd NW",jimmy.smith@benjaminfedwards.com,,Salesforce
11049274,Inactive Investor,Lisa Armacost,Senior Wealth Strategy Associate,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,lisa.armacost@ubs.com,,Salesforce
10851557,Inactive Investor,Elizabeth Moerman,Marketing Consultant;Member,Integrity Investment Advisors,elizabeth.moerman@integrityia.com,,Salesforce
9601919,,Eran Peleg,,,epeleg@claritycap.com,,List import
223075,,Richard Newton,,[Unknown],richardswr2018@outlook.com,,Direct
9583393,,Ahmet Taner Dönmez,,,tnrdnmz95@gmail.com,,List import
10841562,Inactive Investor,James Langham,,"MML Investors Services, LLC Ramsey NJ Private Residence",,,Salesforce
9641058,,Sandra Laue,,,sandrallaue@yahoo.com,,List import
10871235,Inactive Investor,Mark McRee,Financial Advisor,Edward Jones Madison MS 794 Us 51,mark.mcree@edwardjones.com,,Salesforce
10952500,Inactive Investor,Marsella Peres,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10871366,Inactive Investor,Antony Naccarelli,,"TradeZero America, Inc.",,,Salesforce
10956712,Inactive Investor,Dhiren Ollerhead,,Fidelity Brokerage Services LLC,dhiren.ollerhead@fmr.com,,Salesforce
10826200,Inactive Investor,Gary Whinery,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boise ID 800 W Main St",,,Salesforce
10775870,Inactive Investor,Michael Milam,Financial Advisor,LPL Financial LLC Glendale CA 700 N Brand Blvd,michael.milam@lpl.com,,Salesforce
11128779,Inactive Investor,Eduardo Delia,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,edelia@primerica.com,,Salesforce
10806652,Inactive Investor,Andrew Costello,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
334168,,Chester Straily,"Managing Director, Managing Member","Parkstone Wealth Management, LLC",cstraily@parkstonewealth.com,817-962-0068,Manual List Upload
10782316,Inactive Investor,William Tippet,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",will.tippet@nm.com,,Salesforce
10861374,Inactive Investor,Jeffrey Boyd,,State Farm VP Management Corp. Billings MT 2323 Broadwater Ave,,,Salesforce
10900297,Inactive Investor,Tameka Galloway,,Citigroup Global Markets Inc. Henderson NV 10211 S Eastern Ave,tameka.galloway@citi.com,,Salesforce
9611172,,WILLIAM COTTLES,,,billcott10@gmail.com,,List import
11023070,Inactive Investor,James Zidd,,Commonwealth Financial Network Medina OH 5000 Gateway Dr,jzidd@commonwealth.com,,Salesforce
9600254,,William Tow,,,towline53@comcast.net,,List import
10603726,,Lewis Altfest,Chief Executive Officer,Altfest Personal Wealth Management,lja@altfest.com,,List Import
10894345,Inactive Investor,Nancy Cole,Investment Consultant,"Western International Securities, Inc. Sacramento CA 656 5th Ave",ncole@wisdirect.com,,Salesforce
11058905,Inactive Investor,Kristy Morgan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kristy.morgan@fidelity.com,,Salesforce
10872261,Inactive Investor,Michael Hettinga,Chief Compliance Officer;Owner,ZIA Investment Advisors,,,Salesforce
10835122,Inactive Investor,Robert Breske,,"Osaic Wealth, Inc. Orlando FL 4447 Edgewater Dr",,,Salesforce
9646915,,David Cooper,,,david.c.cooper@gmail.com,,List import
11045726,Inactive Investor,Thomas Dominko,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Bridgewater NJ 245 US Hwy 22",tom.dominko@nm.com,,Salesforce
10893646,Inactive Investor,Carrie Barr,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",,,Salesforce
10940073,Inactive Investor,Sarah Mcclain,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10935172,Inactive Investor,Kate Hershey,,"Raymond James Financial Services, Inc. Lancaster PA 1 Penn Sq",kate.hershey@raymondjames.com,,Salesforce
9550093,,Jeffrey Hoffman,,,jeff@marathonpartners.com,,List import
4675789,,Lolita Milizza,,,manwela@gmail.com,,Web Form Fillout
11115937,Inactive Investor,William Shinn,Financial Advisor,UBS Financial Services Inc. Fort Wayne IN 200 E Main St,william.shinn@ubs.com,,Salesforce
334277,,Michael Snider,,Mercer Global Advisors Inc.,msnider@merceradvisors.com,,
11050822,Inactive Investor,Eric Tallon,,Fidelity Brokerage Services LLC,,,Salesforce
9615468,,Graeme Prunster,,,gprunster@gmail.com,,List import
10994146,Inactive Investor,Regina Joseph,,J.P. Morgan Securities LLC Fort Lauderdale FL 5055 N Dixie Hwy,regina.m.joseph@chase.com,,Salesforce
10821017,Inactive Investor,Mark Hanna,,"Parkland Securities, LLC Walnut Creek CA 1990 N California Blvd",,,Salesforce
11144460,Inactive Investor,Kameron Lawson,Assistant General Counsel;Vice President,"Wells Fargo Clearing Services, LLC",,,Salesforce
11128170,Inactive Investor,Christopher Millar,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
332986,,Paul Abdneour,,Mt. Yale,paul.abdenour@mtyale.com,,
10881334,Inactive Investor,Dominick Citera,Financial Advisor,"Equity Services, Inc. Melville NY 225 Broadhollow Rd",citera_dominick@nlvmail.com,,Salesforce
9629250,,Pat Maher,,,jpmaher0090@gmail.com,,List import
9621763,,Mike A,,,maaraco.jm@hotmail.com,,List import
9568589,,A Emmert,,,aemmert2002@msn.com,,List import
10832832,Inactive Investor,Hector Bonilla,Wealth Management Analyst,UBS Financial Services Inc.,hector.bonilla@ubs.com,,Salesforce
10823012,Inactive Investor,Tobey Mahon,Financial Advisor,Edward Jones Fort Collins CO 3665 John F Kennedy Pkwy,tobey.mahon@edwardjones.com,,Salesforce
10922613,Inactive Investor,Ryan Glinn,Financial Planner,Commonwealth Financial Network Youngstown OH 4308 Belmont Ave,rglinn@commonwealth.com,,Salesforce
10781359,Inactive Investor,Scott Konicki,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,scott.konicki@gs.com,,Salesforce
11218943,,Gary Mills,,,gmills@edelmanfinancialengines.com,,Other
11073591,Inactive Investor,Bridget Weatherly,Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Gulfport MS 401 Cowan Rd",bridget.weatherly@benjaminfedwards.com,,Salesforce
10818104,Inactive Investor,Patrick Boyer,,Southstate|DuncanWilliams Securities Corp.,patrick.boyer@duncanwilliams.com,,Salesforce
10852593,Inactive Investor,Adam Bell,,"International Assets Advisory, LLC Daphne AL 9812 Millwood Cir",,,Salesforce
11077249,Inactive Investor,Kevin Hawkinson,,"RBC Capital Markets, LLC Boston MA 53 State St",kevin.hawkinson@rbc.com,,Salesforce
11095488,Inactive Investor,Krista Harmon,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",krista.harmon@ml.com,,Salesforce
10942495,Inactive Investor,Jonathan Berniger,Financial Strategist,"MML Investors Services, LLC Dublin OH 495 Metro Pl S",,,Salesforce
9597837,,Shari Fishman,,,shari@jsffinancial.com,,List import
9556171,,adrian rodriguez,,,adrianbolso074@gmail.com,,List import
11188299,Inactive Investor,Marc Casiano,,"CapFinancial Securities, LLC.",,,Salesforce
11116345,Inactive Investor,Blake Hubert,Regional Vice President,PFS Investments Inc. Champaign IL 313 N Mattis Ave,blake.hubert@primerica.com,,Salesforce
11104443,Inactive Investor,Alexandra Parrish,Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",alexandra.parrish@schwab.com,,Salesforce
9639792,,Marco Klaus,,,mklaus@silverhorngroup.com,,List import
10758713,Inactive Investor,John Martin,Financial Advisor;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.t.martin@morganstanley.com,,Salesforce
11174437,Inactive Investor,Jasmine Pastrana,,J.P. Morgan Securities LLC New York NY 1100 3rd Ave,,,Salesforce
10899101,Inactive Investor,Christopher Mirandi,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",christopher.mirandi@ampf.com,,Salesforce
9597277,,Valdemaras Pervakovas,,,turnikas30@inbox.lt,,List import
10755194,Inactive Investor,Christine Purser,Private Wealth Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28377 Davis Pkwy",christine.a.purser@ampf.com,,Salesforce
10919574,Inactive Investor,Vincent Travagliato,Chief Compliance Officer;Managing Member,"Wealthwise, LLC",,,Salesforce
198752,,Vincent Sbano,"Resident Manager, Senior Vice President","Winslow, Evans & Crocker, Inc.",vsbano@e-winslow.com,617-896-3599,
11153783,Inactive Investor,Anthony White,,State Farm VP Management Corp. The Dalles OR 102 E 2nd St,anthony.white.xkxs@statefarm.com,,Salesforce
11194566,Inactive Investor,Erica Dunmire,,"Osaic Wealth, Inc.",,,Salesforce
9644087,,Joseph Calder,,,jecalder34@hotmail.com,,List import
10902239,Inactive Investor,Benjamin Baldwin,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,benjamin.baldwin@fmr.com,,Salesforce
227503,, -,,[[Unknown]],neverfailor@gmail.com,,Organic Search
11213027,Inactive Investor,Pervis Stepney,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,pervis.stepney@fidelity.com,,Salesforce
10835741,Inactive Investor,Gary Morton,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,gary.morton@fmr.com,,Salesforce
11119561,Inactive Investor,Eric Schraeder,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,eric.schraeder@fmr.com,,Salesforce
10901816,Inactive Investor,Anthony Vredenburg,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem OR 1255 Lee St SE",anthony.vredenburg@ml.com,,Salesforce
10659573,,Joanna Logothetis,,,joanna.n.logothetis@jpmorgan.com,,List Import
9550603,,William Sonnett,,,bill.sonnett@suntrust.com,,List import
344184,,William Lynch,"Senior Trader, Managing Director",Dynamic Beta Investments Llc,wlynch@beachheadcapital.com,646-837-7030,Manual List Upload
10596312,,Carlos Obando,,,carlos@micapclient.com,,Web Form Fillout
11188022,Inactive Investor,Michael Damschroder,,"Northwestern Mutual Investment Services, LLC Portage MI 950 Trade Centre Way",mike.damschroder@nm.com,,Salesforce
11173101,Inactive Investor,Adam Kim,,Key Investment Services LLC Springboro OH 690 N Main St,adam.kim@key.com,,Salesforce
10789000,Inactive Investor,Susan Maxwell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,susan_maxwell@vanguard.com,,Salesforce
10774661,Inactive Investor,William Barrow,Vice President,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,wbarrow@rwbaird.com,,Salesforce
9545914,,Stephen Waterman,,,spw@watermanent.com,,List import
10850081,Inactive Investor,Paul Foster,Financial Advisor,"Wells Fargo Clearing Services, LLC Lancaster PA 1800 Oregon Pike",paul.b.foster@wellsfargo.com,,Salesforce
9644813,,Balde Boubacar,,,baldeb175@gmail.com,,List import
10971895,Inactive Investor,Trevor Tillett,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,trevor.tillett@fmr.com,,Salesforce
10882004,Inactive Investor,Robert Pope,Financial Advisor,Edward Jones Huntsville AL 7527 Memorial Pkwy SW,trey.pope@edwardjones.com,,Salesforce
9579560,,David Marvin,,,dmarvin@marvinandpalmer.com,,List import
10774740,Inactive Investor,Conrad Dequadros,,"Brean Capital, LLC Darien CT 3 Thorndal Cir",,,Salesforce
459,,,,,walterblack2014@mail.com,,
11003788,Inactive Investor,Dante Moss,Associate Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 603 E Jackson St",dante.moss@ampf.com,,Salesforce
11173107,Inactive Investor,William Kessler,,Founders Financial Securities LLC Athol MA 2070 Main St,,,Salesforce
11177011,Inactive Investor,Kevin Hickey,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
11141487,Inactive Investor,Michael Wagner,,Joseph Gunnar & Co. LLC,mwagner@jgunnar.com,,Salesforce
11092266,Inactive Investor,Andrew Preston,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,andy.preston.l8gx@statefarm.com,,Salesforce
11084754,Inactive Investor,Mark Borillo,,"Vanderbilt Securities, LLC",,,Salesforce
10950668,Inactive Investor,Teresa Shaloo,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",teresa.m.shaloo@nm.com,,Salesforce
11050621,Inactive Investor,Bryan Heilman,,"Securian Financial Services, Inc.",bryan.heilman@securian.com,,Salesforce
10914215,Inactive Investor,Debra Holdorf,,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,,,Salesforce
10618290,,Gregory Glyman,,,gregory.glyman@ubs.com,,List Import
9604530,,Valerie Go,,,valerie.gale@yahoo.com,,List import
11260789,Inactive Investor,Faiz Hassan,,"ETC Brokerage Services, LLC",,,Salesforce
10956543,Inactive Investor,Alexandra Paxton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
10942803,Inactive Investor,Van R Martin,,"Raymond James Financial Services, Inc. Miami FL 2100 Ponce De Leon Blvd",van.martin@raymondjames.com,,Salesforce
10904922,Inactive Investor,Lynn McAmis,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 814 A1A N",lynn.mcamis@raymondjames.com,,Salesforce
11133463,Inactive Investor,Alison Smith,Financial Planning Analyst,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
335190,,Beatriz Pinasmith,"Executive Vice President (evp), Treasurer & Chief Financial Officer (CFO)","Natixis Advisors, Llc",beatriz.pinasmith@ngam.natixis.com,617-449-2802,Manual List Upload
229059,, -,,[[Unknown]],gregoryc7112@gmail.com,,Direct
9559243,,Abdurrahman Sözmen,,,abdurrahmansozmen0@gmail.com,,List import
10796538,Inactive Investor,James Haera,Managing Director,"Wells Fargo Advisors Financial Network, LLC Pearl River NY 1 Blue Hill Plz",chris.haera@wellsfargoadvisors.com,,Salesforce
10936717,Inactive Investor,Douglas Myers,Chief Compliance Officer;Managing Member,Myers Asset Management LLC,,,Salesforce
11260472,Inactive Investor,Samuel Rees,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10798859,Inactive Investor,Deborah Sandar,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",deb.sandar@wellsfargoadvisors.com,,Salesforce
10813275,Inactive Investor,Lawaun Modrich,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,lawaun.modrich@primerica.com,,Salesforce
10947576,Inactive Investor,Lori Yates,,J.P. Morgan Securities LLC Villa Park CA 17771 Santiago Blvd,lori.yates@jpmorgan.com,,Salesforce
11128469,Inactive Investor,Kevin Okumura,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
11006785,Inactive Investor,Emily Knight,Financial Advisor,Edward Jones Lubbock TX 5206 82nd St,,,Salesforce
11068995,Inactive Investor,Matthew Smith,Vice President,"USI Securities, Inc. Austin TX 7600 N Capital of Texas Hwy",matthew.smith@usi.com,,Salesforce
9558458,,Timothy Conti,,,tconti@financialguide.com,,List import
11270945,,Zach Pandl,,Grayscale,zach@grayscale.com,,New lead
10822326,Inactive Investor,Dane Zavodny,,"Northwestern Mutual Investment Services, LLC Westlake OH 159 Crocker Park Blvd",dane.zavodny@nm.com,,Salesforce
10806527,Inactive Investor,Lily Marcu,,Morgan Stanley Portland ME 100 Middle St,,,Salesforce
10807629,Inactive Investor,Michelle Parretti,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Management Director,Morgan Stanley Westborough MA 1 Technology Dr,michelle.parretti@morganstanley.com,,Salesforce
373011,,LUKE TAYLOR,,[Unknown],lukestephentaylor@gmail.com,,source
10808058,Inactive Investor,Brenda Willis,,LPL Financial LLC Flatonia TX Private Residence,brenda.willis@lpl.com,,Salesforce
11023516,Inactive Investor,Colby Cochrane,,Key Investment Services LLC Tooele UT 201 N Main St,colby.cochrane@key.com,,Salesforce
11089196,Inactive Investor,Alessandra Da Silva,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11183204,Inactive Investor,Laura Finkler,Chief Compliance Officer,Crestone Asset Management LLC,bbernal@crestonecapital.com,,Salesforce
10943966,Inactive Investor,David Miller,,AssuredPartners Investment Advisors Houston TX 9525 Katy Fwy,david.m.miller@assuredpartners.com,,Salesforce
9574018,,Federico Flom,,,f.flom@firstny.com,,List import
10997593,Inactive Investor,Eric Close,,FIDx Markets LLC,,,Salesforce
11132900,Inactive Investor,Christopher Arnaldo,Financial Advisor,Edward Jones Long Beach CA 3780 Kilroy Airport Way,chris.arnaldo@edwardjones.com,,Salesforce
10958413,Inactive Investor,Cary Knudson,,"FBL Marketing Services, LLC Fergus Falls MN 225 W Cavour Ave",cary.knudson@fbfs.com,,Salesforce
10886729,Inactive Investor,Michael Miley,Owner,"New View Financial, LLC",,,Salesforce
11105908,Inactive Investor,Thomas Farrell,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Carmel IN 2325 Pointe Pkwy",thomas.farrell@tiaa.org,,Salesforce
10762750,Inactive Investor,George Audi,,"MML Investors Services, LLC Sinking Spring PA Private Residence",gaudi@massmutual.com,,Salesforce
10986606,Inactive Investor,Enrico Nunez,Investment Consultant,"Charles Schwab & Co., Inc.",,,Salesforce
9639608,,David Zuckerman,,,dzuckerman@peyalex.com,,List import
10909615,Inactive Investor,Jason Gower,Wealth Manager,Creative Planning Addison TX 15303 Dallas Pkwy,jason.gower@creativeplanning.com,,Salesforce
235751,, -,,[[Unknown]],brendanbking@gmail.com,,
10986475,Inactive Investor,Neil Domingo,Client Service Associate,"Ameriprise Financial Services, LLC New Orleans LA 1100 Poydras St",,,Salesforce
9612328,,Alexis Leger,,,33leger.alexis@gmail.com,,List import
9617098,,Jahna Bettencourt,,,jahnabettencourt@yahoo.com,,List import
11100719,Inactive Investor,Daniel Thoma,Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",daniel_thoma@ml.com,,Salesforce
11210664,Inactive Investor,Kevin Harada,,J.P. Morgan Securities LLC Kenmore WA 6701 NE 181st St,,,Salesforce
11161001,Inactive Investor,Monica Buckhout,,J.P. Morgan Securities LLC Westerville OH 875 N State St,monica.buckhout@jpmorgan.com,,Salesforce
9590488,,Barry Klayman,,,bklayman@bbrpartners.com,,List import
9610257,,Shawn Cao,,,527498006@qq.com,,List import
11083662,Inactive Investor,James Miller,Financial Advisor,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",james.e.miller@raymondjames.com,,Salesforce
9642915,,mauricio klein,,,simplementemak@gmail.com,,List import
9545429,,Emiel van Nielen,,,emiel@vannielenbv.nl,,List import
11220203,,Evan Murphy,,,evanmurphy@synovus.com,,Other
11004957,Inactive Investor,Aaron Arditi,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",aaron.arditi@equitable.com,,Salesforce
10823362,Inactive Investor,Presley Carter,,"Principal Securities, Inc. Nashville TN Private Residence",,,Salesforce
11079694,Inactive Investor,Hayley Snyder,,Jefferies LLC,hsnyder@jefferies.com,,Salesforce
10910661,Inactive Investor,Walter Yates,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,walter.yates@lpl.com,,Salesforce
11155004,Inactive Investor,John Broman,,LPL Financial LLC Saint Clair Shores MI 100 Maple Park Blvd,john.broman@lpl.com,,Salesforce
10612955,,John Losquadro,Financial Advisor,,john.losquadro@aacreditunion.org,,List Import
11160557,Inactive Investor,Kyle Nelson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9572801,,William Steih,,,wsteih@pciawealth.com,,List import
10782016,Inactive Investor,Kimberly Emken,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",kimberly_emken@ml.com,,Salesforce
11104529,Inactive Investor,Camryn Hope Mateo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",hope.mateo@schwab.com,,Salesforce
9543772,,Mike Maria,,,michaelsanta.arista@gmail.com,,List import
10604587,,Mitchell Nordstrom,Financial Advisor Trainee,Raymond James,mitchell.nordstrom@raymondjames.com,xxx-xxx-xxxx,List Import
11191991,Inactive Investor,Ingrid Rodriguez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ingrid.rodriguez@jpmorgan.com,,Salesforce
11005215,Inactive Investor,Travis Surita,,Edward Jones West Bend WI 2024 S Main St,travis.surita@edwardjones.com,,Salesforce
10804301,Inactive Investor,Scott Baldwin,Financial Advisor,LPL Financial LLC Northville MI 120 W Main St,,,Salesforce
11130792,Inactive Investor,Mitchell Sovis,,LPL Financial LLC Troy MI 880 W Long Lake Rd,,,Salesforce
9544632,,Barbara Johnstone,,,barbara@adjohnstone.com,,List import
9562671,,William Ewers,,,bill.ewers@suntrust.com,,List import
11238390,Inactive Investor,Luke Barbalich,,Biondo Investment Advisors LLC,lbarbalich@thebiondogroup.com,,Salesforce
10810285,Inactive Investor,Fernando Villegas,Board Member;Director - Trading;Head - Trading Operations;Partner,Fuller & Thaler Asset Management Inc,fvillegas@fullerthaler.com,,Salesforce
9620501,,Alan Sun,,,alansun78@gmail.com,,List import
10818797,Inactive Investor,Colin Ohare,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",colin.ohare@ml.com,,Salesforce
222526,,James Morrill,,[Unknown],captjimmorrill@gmail.com,,source
10894095,Inactive Investor,Julian Cash,Chief Investment Officer;Managing Director,Savrin New Canaan CT 62 Turtle Back Rd,julian.cash@savrin.com,,Salesforce
193279,,Jessie Hammack,,[Unknown],contact@mrstaches.com,,
10848827,Inactive Investor,John Grimaldi,,"MML Investors Services, LLC",,,Salesforce
373780,,Aris Pratama,,[Unknown],ariespratama979@gmail.com,,source
229990,, -,,[[Unknown]],rubznick@gmail.com,,Direct
11100776,Inactive Investor,Brian Lotito,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",brian.t.lotito@ml.com,,Salesforce
10917444,Inactive Investor,Thomas Wilson,,Cetera Advisors LLC Melbourne FL 140 Interlachen Rd,,,Salesforce
9611762,,Johnathon Gibb,,,jgibb@snbomaha.com,,List import
10903644,Inactive Investor,Natalie Pine,Chief Compliance Officer;Lead Advisor;Managing Partner,Briaud Financial Advisors,npine@briaud.com,,Salesforce
11101213,Inactive Investor,Gary Rademaker,,"Northwestern Mutual Investment Services, LLC Lincoln IL 2201 Woodlawn Rd",gary.rademaker@nm.com,,Salesforce
2598348,,Nikola Murk,,,nikola.murk@gmail.com,,
11094594,Inactive Investor,Christopher Matseur,,Stonex Securities Inc. Brick NJ Private Residence,,,Salesforce
10891144,Inactive Investor,Matthew Hammett,Financial Advisor,Edward Jones Wynne AR 1205 Falls Blvd S,,,Salesforce
10619721,,Kelly Shikany,,,kelly.shikany@captrust.com,,List Import
10819184,Inactive Investor,Ross Kirkman,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rkirkman@tiaa-cref.org,,Salesforce
11173739,Inactive Investor,Eric Penniston,Financial Advisor,Edward Jones Murray KY 600 Main St,eric.penniston@edwardjones.com,,Salesforce
10987580,Inactive Investor,Brittany Squires,,"Osaic Institutions, Inc. Watertown CT 777 Echo Lake Rd",brittany.squires@osaicinstitutions.com,,Salesforce
10950999,Inactive Investor,Jonathan Reidenouer,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
10891634,Inactive Investor,Emilie Gay,Financial Advisor,"CUSO Financial Services, L.P. Appleton WI 2626 S Oneida St",,,Salesforce
9595088,,Thomas Williams,,,tom.williams@parentebeardwm.com,,List import
10983435,Inactive Investor,Jeimy Rodriguez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Charlotte FL 1930 Tamiami Trl",jeimy.rodriguez@ml.com,,Salesforce
11093204,Inactive Investor,David Perkins,,State Farm VP Management Corp. Madison AL 12906 Oliver Ln,davidperkins@statefarm.com,,Salesforce
11050985,Inactive Investor,Christopher Cannon,Branch Manager;Director,UBS Financial Services Inc. Knoxville TN 800 S Gay St,christopher.cannon@ubs.com,,Salesforce
10885060,Inactive Investor,Donna Ward,,J.P. Morgan Securities LLC Saint Louis MO 101 N Kirkwood Rd,donna.j.ward@chase.com,,Salesforce
232592,, -,,[[Unknown]],jack.chopra@gmail.com,,
11096868,Inactive Investor,Kenderson Benoit,,"Northwestern Mutual Investment Services, LLC",kenderson.benoit@nm.com,,Salesforce
10874657,Inactive Investor,Brian Lee,Financial Advisor;Guided Portfolio Manager;Senior Vice President,Morgan Stanley Irvine CA 1901 Main St,brian.b.lee@morganstanley.com,,Salesforce
11013627,Inactive Investor,Skyler Parker,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",skyler.parker@tfaconnect.com,,Salesforce
10846897,Inactive Investor,Thomas McDonald,Co-Head;Vice President,United Capital Financial Advisors Anderson SC 2202 N Main St,thomas.mcdonald@gs.com,,Salesforce
11178436,Inactive Investor,Anthony Masiello,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
2332806,,richard riggs,,,richardjoseph@reagan.com,,
11079950,Inactive Investor,James Houston,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
218760,,Bill Knickerbocker,,[[Unknown]],executiveventure2000@yahoo.com,,Initial Salesforce Import
9628904,,ARIEL D' ANGELO,,,cpnarielba@gmail.com,,List import
11014879,Inactive Investor,Michael Hester,,State Farm VP Management Corp. Anderson SC 4132 Clemson Blvd,,,Salesforce
10980085,Inactive Investor,Anne Lindway,,J.P. Morgan Securities LLC Noblesville IN 14195 Mundy Dr,anne.lindway@jpmorgan.com,,Salesforce
11151923,Inactive Investor,Michael Wong,,Fidelity Brokerage Services LLC,,,Salesforce
11083828,Inactive Investor,John Nowak,Financial Advisor;Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",john_nowak@ml.com,,Salesforce
10988204,Inactive Investor,Kimberly Prentiss,,"Osaic Wealth, Inc. Powell WY 109 N Clark St",kprentiss@royalaa.com,,Salesforce
10926953,Inactive Investor,Jesse House,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,jesse.house@fmr.com,,Salesforce
11175226,Inactive Investor,Laurie Harriger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Monroeville PA 3824 Northern Pike",laurie.harriger@schwab.com,,Salesforce
10894818,Inactive Investor,Paul Glenn,,"Northwestern Mutual Investment Services, LLC Tacoma WA 2115 N 30th St",paul.glenn@nm.com,,Salesforce
10756766,Inactive Investor,Benjamin Roscoe,Financial Advisor,Edward Jones Lexington KY 1065 Dove Run Rd,ben.roscoe@edwardjones.com,,Salesforce
10863431,Inactive Investor,Ryan Berg,Financial Advisor;Member;Owner;Principal,"Wealth Forward, LLC",ryan@mywealthforward.com,,Salesforce
9543057,,Andrew Vasquez,,,avasquez@financialguide.com,,List import
10842994,Inactive Investor,Timothy Bartelt,,"Raymond James Financial Services, Inc. Elm Grove WI 500 Elm Grove Rd",timothy.bartelt@raymondjames.com,,Salesforce
370884,,David Frutos,,United States,davefrutos@icloud.com,,Salesforce
10834129,Inactive Investor,David Williams,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Operating Officer;Director;President;Secretary;Sh,Williams Capital Management Company,,,Salesforce
9597376,,Thomas Noel,,,tnoel@carsoninstitutional.com,,List import
10885913,Inactive Investor,Salvatore Campione,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,salvatore.campione@us.hsbc.com,,Salesforce
11086013,Inactive Investor,Craig Poe,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,cwpoe@ft.newyorklife.com,,Salesforce
10955055,Inactive Investor,Tawny Flynn,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
165559,,luffy jiang,,[Unknown],beyondmtk@gmail.com,,Organic Search
9626401,,Abdul aziz Dwiputra,,,azizp0549@gmail.con,,List import
11138187,Inactive Investor,Shannon Van Dyken,,Edward Jones Renton WA 15 S Grady Way,shannon.vandyken@edwardjones.com,,Salesforce
11051978,Inactive Investor,Damien Lucadamo,,J.P. Morgan Securities LLC Hollis NY 20519 Hillside Ave,damien.lucadamo@jpmorgan.com,,Salesforce
10928235,Inactive Investor,Tim Collins,Vice President,Provident Wealth Management Burlington NC 2855 S Church St,,,Salesforce
10859633,Inactive Investor,James Trichell,,State Farm VP Management Corp. Bentonville AR 202 N Walton Blvd,dewayne.trichell.g4j5@statefarm.com,,Salesforce
11008504,Inactive Investor,Casey Norton,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",casey.j.norton@ampf.com,,Salesforce
9623452,,allen scott,,,allen@cointelegraph.com,,List import
11088483,Inactive Investor,Evette Johnson,Financial Professional,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",evette.johnson@equitable.com,,Salesforce
11174168,Inactive Investor,Justin Truell,Chief Compliance Officer;Managing Member,Truell Financial LLC,,,Salesforce
11034158,Inactive Investor,Matthew Mccrea,,Robert W. Baird & Co. Incorporated,mmccrea@rwbaird.com,,Salesforce
10875959,Inactive Investor,George McCabe,,AdvisorNet Wealth Partners Mokena IL 9480 Enterprise Dr,gmccabe@advisornet.com,,Salesforce
9578276,,Bill Benter,,,bill@abah.org,,List import
9603188,,Aasif Hashmi,,,aasifhashmi48@gmail.com,,List import
10808597,Inactive Investor,David Fought,Member,Compass Financial Advisors LLC Fort Wayne IN 9933 Dupont Cir Dr W,,,Salesforce
11014279,Inactive Investor,Kelley Cosby,,"FBL Marketing Services, LLC Washington IN 443 S State Road 57",kelley.cosby@fblfinancial.com,,Salesforce
10773092,Inactive Investor,Trang Ta,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 245 Winston Dr",trang.ta@ml.com,,Salesforce
10786833,Inactive Investor,Keith Pinsoneault,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,keith.pinsoneault@morganstanley.com,,Salesforce
11015275,Inactive Investor,Kelly Bratburd,,"Grove Point Investments, LLC Gaithersburg MD 13 E Deer Park Dr",,,Salesforce
11088580,Inactive Investor,Rhonda Bernstein,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",rhonda.bernstein@ml.com,,Salesforce
9578989,,Lucas Vasquez,,,lucasvasquez@financialguide.com,,List import
10914797,Inactive Investor,Maria Shertzer,,Founders Financial Securities LLC Bel Air MD 104 Victory Ln,,,Salesforce
11164259,Inactive Investor,David Condron,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",david.condron@nm.com,,Salesforce
11070286,Inactive Investor,Craig Linden,Chief Compliance Officer;Managing Member,"Spectrum AC Advisors, LLC",,,Salesforce
10908107,Inactive Investor,Carter Anthony,Principal,"Anthony Investment Management, Inc. Birmingham AL 4628 Pine Mountain Rd",,,Salesforce
11003886,Inactive Investor,Michael Blanchard,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9587056,,Jonah Faulkner,,,jfaulkner@dolphinfinancialgroup.com,,List import
10890386,Inactive Investor,Justin Mcdonald,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Carlsbad CA 5796 Armada Dr",justin.mcdonald@schwab.com,,Salesforce
11046762,Inactive Investor,Esther Joffe,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
11131947,Inactive Investor,Nancy Sharp,,Key Investment Services LLC Rochester WA 19747 Old Hwy 99 SW,nancy.sharp@key.com,,Salesforce
11166514,Inactive Investor,Gordon Zhang,Financial Professional,"MML Investors Services, LLC Flushing NY 4160 Main St",gordonzhang@financialguide.com,,Salesforce
10403161,,Ankika Biswas,,,ankika.biswas@thomsonreuters.com,,Web Form Fillout
10812830,Inactive Investor,Mari McCain,,Southstate|DuncanWilliams Securities Corp. Houston TX 9 Greenway Plz,,,Salesforce
10659220,,Prakash Moktan,,,pmoktan@weg1.com,,List Import
11131651,Inactive Investor,Breland Booth,Chief Compliance Officer;Chief Executive Officer;Founder;President,Booth Financial Hoover AL 2271 Valleydale Rd,breland@brelandbooth.com,,Salesforce
10830515,Inactive Investor,Jason Hallonquist,Chief Executive Officer;Managing Director;Senior Advisor,AIS Planning,jason@aisplanning.com,,Salesforce
11031890,Inactive Investor,John Tumminia,Financial Advisor,"MML Investors Services, LLC Morristown NJ 58 Maple Ave",jtumminia@financialguide.com,,Salesforce
11173725,Inactive Investor,Fred Seid,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,fred.seid@opco.com,,Salesforce
10909472,Inactive Investor,Christopher Pelch,Chief Compliance Officer;Chief Operating Officer,Vance Wealth,chris.pelch@vancewealth.com,,Salesforce
11222892,,Alexa Willis,,,alexa.willis@merceradvisors.com,,List Import
9551337,,Proud Limpongpan,,,proud@zipmex.com,,List import
9646449,,Jakob du Plessis,,,moneromoses@gmail.com,,List import
9604985,,John Hopkins,,,hopkins@chartwellip.com,,List import
11024441,Inactive Investor,Amy Schielack,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated College Station TX 1509 Emerald Pkwy",amy.j.schielack@ml.com,,Salesforce
10904213,Inactive Investor,Sandra Bentley,,PFS Investments Inc. San Diego CA 1455 Frazee Rd,sbentley@primerica.com,,Salesforce
10846930,Inactive Investor,Paul Meaney,Private Wealth Advisor,"Osaic FA, Inc. Waltham MA 20 Fox Rd",paul.meaney@lfg.com,,Salesforce
11014319,Inactive Investor,Melissa Nurse,,J.P. Morgan Securities LLC Claremont CA 400 N Indian Hill Blvd,melissa.nurse@jpmorgan.com,,Salesforce
371297,,Hokeung Chan,,[Unknown],hkcc1313@hotmail.com,,Salesforce
11020340,Inactive Investor,Junxian Chen,,Goldman Sachs & Co.,,,Salesforce
11042137,Inactive Investor,Richard Budelman,,J.P. Morgan Securities LLC Wantagh NY 1201 Wantagh Ave,richard.budelman@jpmorgan.com,,Salesforce
10935508,Inactive Investor,Logan Sabol,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",logan.sabol@raymondjames.com,,Salesforce
244009,,Eric Glew,"Vice President, Senior Relationship Mgr",Fidelity Investments,eric.glew@fmr.com,18133673845,Manual List Upload
11051201,Inactive Investor,Joseph Tackaberry,Financial Advisor,Edward Jones Punta Gorda FL 1531 Rio de Janeiro Ave,jjoe.tackaberry@edwardjones.com,,Salesforce
11143584,Inactive Investor,Brent Mannebach,Financial Advisor,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,brent.mannebach@edwardjones.com,,Salesforce
11012488,Inactive Investor,Torris Ridgeway,,PFS Investments Inc. Elk Grove CA 9245 Laguna Springs Dr,torris.ridgeway@primerica.com,,Salesforce
11077681,Inactive Investor,Sara Oland,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9639134,,Jason Ozur,,,jozur@lidoadvisors.com,,List Import
10657698,,Jenna O'Connell,,,jenna.oconnell@lpl.com,,List Import
9551348,,Jeffrey Goldstein,,,jgoldstein@financialguide.com,,List import
10487040,,Zachary Harvell,,J.P. Morgan Securities LLC,zachary.t.harvell@chase.com,,List Import
9575576,,Jon Robinson,,,jon.robinson@umb.com,,List import
10948766,Inactive Investor,Joshua Citajaya,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",joshua.citajaya@ml.com,,Salesforce
10939508,Inactive Investor,Kathryn Stull,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
9556793,,phomphithak kongpet,,,phumphithak123@gmail.com,,List import
9577904,,sajad karimi,,,powergod86@gmail.com,,List import
10909901,Inactive Investor,Lauren McHugh,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",lauren.schoenberger@nm.com,,Salesforce
10800368,Inactive Investor,Jason Sadeghbeigi,Senior Vice President,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10968991,Inactive Investor,Michael Moore,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
178080,,Jonathan Glidden,"Managing Director, Pensions",[Unknown],jonathan.glidden@delta.com, +1 404 715 2355,Database Upload
10948982,Inactive Investor,Eric Gahlsdorf,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,eric.gahlsdorf@fmr.com,,Salesforce
11073406,Inactive Investor,Joseph Flom,,"Osaic Wealth, Inc. Maple Grove MN 7054 E Fish Lake Rd",,,Salesforce
11113943,Inactive Investor,Eric Waechter,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",eric_waechter@ml.com,,Salesforce
10839384,Inactive Investor,Christopher Garrity,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",,,Salesforce
10646559,,John Moriarty,,,jmoriarty@rwbaird.com,,List Import
46317,,Mark Morton,Financial Associate,Thrivent Investment Management Inc.,mark.morton@thrivent.com,952-345-3028,
10888316,Inactive Investor,James Mishoe,Private Client Banker,J.P. Morgan Securities LLC Raleigh NC 6201 Capital Blvd,james.e.mishoe@jpmorgan.com,,Salesforce
9639434,,Terri Coward,,,terri.coward@bridgeportct.gov,,List import
11205146,Inactive Investor,Rebecca Mineo,,Rockefeller Financial LLC,rmineo@rockco.com,,Salesforce
5511891,,Lily Auerbach,,,lily@kelancapital.com,,Web Form Fillout
11103754,Inactive Investor,Dale Wroblewski,Financial Advisor,Robert W. Baird & Co. Incorporated,dwroblewski@rwbaird.com,,Salesforce
11007838,Inactive Investor,Andrew Voss,,LPL Financial LLC Minneapolis MN 10400 Baltimore St NE,andrew.voss@lpl.com,,Salesforce
11113313,Inactive Investor,William Goff,,"Kestra Investment Services, LLC Grenada MS 1321 Sunset Dr",,,Salesforce
11016733,Inactive Investor,Joshua Rodgers,,Cetera Advisor Networks LLC,,,Salesforce
10994824,Inactive Investor,Peter Lott,Financial Advisor,AWM Financial Services Inc. Spring TX 9595 6 Pines Dr,peter@alliedwealth.com,,Salesforce
9621853,,Christopher Prien,,,chris@thepriengroup.com,,List import
10656351,,Marlo Chambers,,,marlo.chambers@morganstanley.com,,List Import
11037353,Inactive Investor,Samira Anwar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 37801 W 12 Mile Rd",samira.anwar@ml.com,,Salesforce
10649826,,Charlton Wimberly,,,nww27@cornell.edu,,Web Form Fillout
10483501,,muh ridhof ridhof,,,appingapping@gmail.com,,Web Form Fillout
11236061,Inactive Investor,Joseph Carter,Investment Advisor Representative,"IAMS Wealth Management, LLC Greer SC Private Residence",j.carter@iamswm.com,,Salesforce
10876325,Inactive Investor,Ria Sethi,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
9582939,,Elizabeth Kostolansky,,,ekostolansky@geholdings.com,,List import
9562132,,James -,,,icoljames@gmail.com,,List import
10665967,,Diane Arsenault,,,dianearsenault2023@gmail.com,,Web Form Fillout
9646161,,Andrew Ross,,,aross@confluenceglobalcap.com,,List import
9602152,,KUANG RUEI LEE,,,kevinlight22@gmail.com,,List import
163296,,Theresa Balaran,,[Unknown],terri.balaran@gmail.com,,Organic Search
11034339,Inactive Investor,Rhonda Upchurch,,PFS Investments Inc. Greenwood IN 1602 W Smith Valley Rd,rhonda.upchurch@primerica.com,,Salesforce
9548616,,Benjamin Kalman,,,bkalman@tiedemannadvisors.com,,List import
765,,,,,bobmiller@250ko.com,,
10828370,Inactive Investor,Corey Mulholland,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",corey.mulholland@ml.com,,Salesforce
10883969,Inactive Investor,Richard Dworaczyk,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,richard.dworaczyk@fidelity.com,,Salesforce
10484975,,James Still,President,"Jasi Financial, Inc.",randy@jasifinancial.com,,List import
9550503,,Jerome Lande,,,jlande@scopiacapital.com,,List import
11187595,Inactive Investor,Clifford Williams,Financial Advisor,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",cliff.williams@ampf.com,,Salesforce
10967644,Inactive Investor,Christian Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10724988,,[Unknown],,,seansweeney41@gmail.com,,Web Form Fillout
11015403,Inactive Investor,Jason Plunkett,,"Northwestern Mutual Investment Services, LLC Zionsville IN 6885 W Stonegate Dr",jason.plunkett@nm.com,,Salesforce
343764,,Vivien Preece,"Director, Insurance Services",Cwa Asset Management Group,vivien@cwafgi.com,239-434-7434,Manual List Upload
9608262,,Lenny S,,,legasseum@gmail.com,,List import
11238376,Inactive Investor,Daniel Palmer,,"Sageview Advisory Group, LLC",dpalmer@sageviewadvisory.com,,Salesforce
11238451,Inactive Investor,Brian Grant,,"Warburton Capital Management, LLC",brian.grant@warburtoncapital.com,,Salesforce
9600200,,Benny Werner,,,benjanwer@gmail.com,,List import
10771123,Inactive Investor,Mary Muskewitz,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",mary.muskewitz@wellsfargo.com,,Salesforce
11238642,Inactive Investor,Raman Brar,,Cip Capital,rbrar@cip-capital.com,,Salesforce
9622033,,Katherine Farley,,,mikafarley53@gmail.com,,List import
11043507,Inactive Investor,Sonny Neville,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",sonny.neville@ml.com,,Salesforce
11028420,Inactive Investor,Haldeman Lambert,,J.P. Morgan Securities LLC Brooklyn NY 891 Utica Ave,haldeman.lambert@jpmorgan.com,,Salesforce
11015493,Inactive Investor,Evette Bonfiglio,,"Osaic Wealth, Inc. Saint Clair MI 531 N Riverside Ave",,,Salesforce
11086308,Inactive Investor,Ariel Oasay,,LPL Financial LLC Honolulu HI 500 Ala Moana Blvd,ariel.oasay@lpl.com,,Salesforce
240386,,Prasad Rao,,[Unknown],prasad.rao@pridevel.com,,Direct
11256054,,MARC WALLMAN,,,mjw715@wowway.com,,Web Form Fillout
11123168,Inactive Investor,Eddie Grimes,,"Allstate Financial Services, LLC Richland MS 1201 Hwy 49 S",eddiegrimes@allstate.com,,Salesforce
10867713,Inactive Investor,Lance Newsome,Chief Compliance Officer;Financial Advisor;Partner,NewCorp Wealth Management,lnewsome@newcorpwealth.com,,Salesforce
9576199,,Brendan M. Higgins,,,brendanmhiggins3@gmail.com,,List import
220662,,Mark Burns,,Hightower Advisors/Synergy Capital Solutions,mfburns@synergycapitalsolutions.com,(248) 553-4500,Organic Search
163063,,Scott Wilderman,,[Unknown],scottwilderman64@gmail.com,,
10923128,Inactive Investor,Travis Hesskamp,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10845508,Inactive Investor,Jerome Adams,Chairman,West Chester Capital Advisors Inc,,,Salesforce
9543493,,Guy Stovall,,,gfs@newfirst.com,,List import
10846049,Inactive Investor,Joshua Schachner,Financial Advisor,Edward Jones Westchester IL 10529 W Cermak Rd,joshua.schachner@edwardjones.com,,Salesforce
11060786,Inactive Investor,Sandra Collins,,Key Investment Services LLC Rochester NY 3225 Monroe Ave,sandra.collins@key.com,,Salesforce
10846312,Inactive Investor,Brian Erickson,Portfolio Manager,EE&A Investment Management,,,Salesforce
10944395,Inactive Investor,Symphony Hammond,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9561351,,Pavel Didkovskii,,,pavel.didkovsky@gmail.com,,List import
10813694,Inactive Investor,Pamela Matthews,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",pamela.p.matthews@ampf.com,,Salesforce
11074989,Inactive Investor,Margaret Todd,Financial Advisor,"Wells Fargo Clearing Services, LLC Newtown Square PA 2093 Dutton Mill Rd",meg.todd@wellsfargoadvisors.com,,Salesforce
10808872,Inactive Investor,Yasser Kauaria,Trade Service Representative,"Wells Fargo Clearing Services, LLC",,,Salesforce
8480486,,Michael Callahan,,"CCR WEalth Management, LLC",mcallahan@ccrwealtlh.com,(203) 988-0705,List Import
11125516,Inactive Investor,Olivia Klugman,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,olivia_klugman@vanguard.com,,Salesforce
10647293,,Carl Husmann,,,carl.husmann@edwardjones.com,,List Import
11097044,Inactive Investor,Charles Smith,Chief Investment Officer;Member,"The Welch Group, LLC",hugh@welchgroup.com,,Salesforce
11189135,Inactive Investor,Richard Gregor,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Troy MI 5435 Corporate Dr",richard.gregor@equitable.com,,Salesforce
9553383,,Max Deifik,,,mdeifik@private-cap.com,,List import
10844091,Inactive Investor,William McLeod,Financial Professional,"MML Investors Services, LLC Ocala FL 8413 SW 80th St",wmcleod@financialguide.com,,Salesforce
2255111,,Wesley Hinson,,,shotime6119@yahoo.com,,
10644273,,Brendan King,,,brendan.king@jpmorgan.com,,List Import
10840424,Inactive Investor,Loren Camp,,Cetera Investment Services LLC Olympia WA 1020 5th Ave SE,loren.camp@ceterais.com,,Salesforce
10777027,Inactive Investor,Joshua Embry,Principal,&Partners,jembry@aintreecap.com,,Salesforce
351849,,Graham Fox,"Wholesale Head, UK, Europe",First Sentier Investors International Im Limited,graham.fox@firststate.co.uk,440-131-4732200,Manual List Upload
11080545,Inactive Investor,Jerry Mattler,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
6381850,,Erez Gibr,,,erez.analyst@gmail.com,,Web form fillout
9623348,,Sophina Ikeh,,,iamsophynaikeh23@gmail.com,,List import
10931800,Inactive Investor,Jose Cuevas,Chief Compliance Officer;Chief Investment Officer;Director - Financial Planning;President;Vice President,Wisdom Investments Inc.,jose@wisdominvestments.com,,Salesforce
10855581,Inactive Investor,Thomas Tschider,Financial Planner,LPL Financial LLC Detroit Lakes MN 1112 Hwy 59 S,tom.tschider@lpl.com,,Salesforce
11205885,Inactive Investor,Alexis Matthews,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
8278316,,Merritt Fog,,,merritt.fog@gmail.com,2032730431,Web Form Fillout
11050178,Inactive Investor,Tamela Bell,,LPL Financial LLC,tamela.bell@lpl.com,,Salesforce
10777883,Inactive Investor,Donald Smith,Director;Financial Planner,Citigroup Global Markets Inc.,,,Salesforce
10902263,Inactive Investor,Chantel Bonneau Stewart,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",chantel.bonneau@nm.com,,Salesforce
335494,,Steven Flyer,Partner,"Aua Private Equity Partners, Llc",steven.flyer@auaequity.com,212-231-8600,Manual List Upload
9590766,,Eric Eaton,,,eric@eatonfinancialservices.com,,List import
11105549,Inactive Investor,Bradford Lott,Senior Vice President - Investments,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",brad.lott@raymondjames.com,,Salesforce
235070,, -,,[[Unknown]],tomjbaiz@gmail.com,,
11044792,Inactive Investor,Destiny Wilder,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,dwilder@primerica.com,,Salesforce
10618688,,John Schaefer,,,john.schaefer@aamcompany.com,,List import
11161463,Inactive Investor,Gregory May,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,gregory.may@fidelity.com,,Salesforce
11094824,Inactive Investor,Bethany Morris,,PFS Investments Inc. Swanzey NH 140 Monadnock Hwy,,,Salesforce
11018036,Inactive Investor,Jenna Caraccio,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",jenna.caraccio@equitable.com,,Salesforce
11002574,Inactive Investor,Pedro Acosta,,"Wells Fargo Clearing Services, LLC Clovis CA 1851 Herndon Ave",pedro.m.acosta@wellsfargo.com,,Salesforce
10918199,Inactive Investor,David Garcia,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,,,Salesforce
10984312,Inactive Investor,James Underwood,Wealth Advisor,"Buckingham Strategic Wealth, LLC Atlanta GA 1370 Center Dr",junderwood@buckinghamgroup.com,,Salesforce
10783916,Inactive Investor,Susan Reeves,,NYLIFE Securities LLC Lake Forest CA Private Residence,sreeves@ft.newyorklife.com,,Salesforce
10966103,Inactive Investor,Jayfrancis Gobaleza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9547521,,Dale DeRouen,,,dalederouen@yahoo.com,,List import
11210619,Inactive Investor,David Snyder,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",,,Salesforce
9621050,,Jason Toussaint,,,jasongsb@gmail.com,,List import
220602,,Scott Logan,,HoganTaylor Wealth,slogan@hogantaylor.com,(405) 418-8960,Organic Search
10812608,Inactive Investor,Shawn Walker,Managing Partner;Member,Scarborough Capital Management,swalker@401kadvice.com,,Salesforce
10982718,Inactive Investor,Glen Crabtree,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",glen.crabtree@nm.com,,Salesforce
11132911,Inactive Investor,Kenneth Quazza,Financial Advisor,Edward Jones Ringwood NJ 55 Skyline Dr,kenneth.quazza@edwardjones.com,,Salesforce
10973926,Inactive Investor,Anthony Santoro,Client Advisor;Director,"Simon Quick Advisors, LLC",asantoro@simonquickadvisors.com,,Salesforce
188930,,David Colmenares,,[Unknown],uberdavid@gmail.com,,Organic Search
11237174,Inactive Investor,John Giehrl,Wealth Advisor,"Financial Independence Advisors, LLC",,,Salesforce
11022973,Inactive Investor,Zachary Bloemen,,"Hornor, Townsend & Kent, LLC Littleton CO 2679 W Main St",zbloemen@htk.com,,Salesforce
11109301,Inactive Investor,Kyle Jacques,,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",kyle.jacques@nm.com,,Salesforce
10866927,Inactive Investor,John Flack,Director - Sales;Member,MaQro Advisors LLC,,,Salesforce
9625149,,cris hall,,,hall_cr@hotmail.com,,List import
219752,,Emha Maulana,,[Unknown],mail.elanaus@gmail.com,,Direct
234825,, -,,[[Unknown]],jim.kiniry.3@gmail.com,,
11128650,Inactive Investor,George Buxton,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,george.buxton@morganstanley.com,,Salesforce
10888537,Inactive Investor,Mary Parr,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",marycatherine.parr@nm.com,,Salesforce
9638291,,Ruffin King,,,rking@granvillecapitalinc.com,,List import
9541966,,Robert Filmore,,,filmorer@hotmail.com,,List import
10919442,Inactive Investor,Antonio Sankey,Chief Compliance Officer;Financial Advisor;Managing Member,ADS Wealth Management LLC,adsankey@adswmllc.com,,Salesforce
10763532,Inactive Investor,James Francis,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
11220501,,Kyle Stinchfield,,,kstinchfield@campbellglobal.com,,Other
11294401,Inactive Investor,Reagan Flaherty,,ProAthlete Wealth Management LLC,regan@pawm.com,561-988-5540,Salesforce
10956174,Inactive Investor,Morgan Stevens,Chief Executive Officer,"Morgan Stevens Asset Management, LLC Coto De Caza CA Private Residence",morgan@morganasset.com,,Salesforce
10786755,Inactive Investor,San Juanita Araiza-Kail,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
10920672,Inactive Investor,David May,,"Raymond James Financial Services, Inc. Carefree AZ 36600 N Pima Rd",david.may@raymondjames.com,,Salesforce
10930941,Inactive Investor,David Kraftchick,Financial Advisor,Edward Jones High Point NC 2411 Penny Rd,david.kraftchick@edwardjones.com,,Salesforce
10931307,Inactive Investor,Carey Thistlethwaite,Chief Compliance Officer,"CT Financial Partners, LLC",,,Salesforce
11119393,Inactive Investor,Anthony Larocca,,Money Concepts Capital Corp Williston Park NY Private Residence,alarocca@moneyconcepts.com,,Salesforce
11091798,Inactive Investor,James Lewis,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",,,Salesforce
11097338,Inactive Investor,Rebecca Sarno,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",rebecca.sarno@ml.com,,Salesforce
9572194,,Michael Snow,,,snow@snowassetmanagement.com,,List import
197094,,Sage Kruger,,[[Unknown]],strash1234@gmail.com,,Direct
11187063,Inactive Investor,Philip Morgan,,"Kestra Investment Services, LLC Burlington NJ 442 High St",,,Salesforce
11072699,Inactive Investor,Nicholas Filippazzo,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11001655,Inactive Investor,Patricia Prondzinski,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",patricia.prondzinski@empower.com,,Salesforce
2083363,,Raj Bhoi,,,putraj20@gaill.com,,
10822739,Inactive Investor,Jena Crawford,Financial Advisor,LPL Financial LLC Brockport NY 6670 4th Section Rd,jena.truelson@lpl.com,,Salesforce
11029896,Inactive Investor,Ryan Scherer,Financial Advisor,Edward Jones Waterford MI 7074 Highland Rd,ryan.scherer@edwardjones.com,,Salesforce
11182975,Inactive Investor,Clarissa Engelbrecht,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Cordova CA 2010 Gold Field Dr",clarissa.lopez@wellsfargoadvisors.com,,Salesforce
10862300,Inactive Investor,Richard Levine,Partner,"Synergy Financial Partners, LLC Denver CO 3773 E Cherry Creek North Dr",rlevine@sfpdenver.com,,Salesforce
10897220,Inactive Investor,David Pruitte,Member,Columbia River Advisors Tacoma WA 2115 N 30th St,david@investcra.com,,Salesforce
11153271,Inactive Investor,Steven Gray,,Feltl & Company Edwardsville IL 201 E Vandalia St,smgray@feltl.com,,Salesforce
9553892,,William Wang,,,wwhawaii@yahoo.com,,List import
10821303,Inactive Investor,Jean Crouch,Treasurer,"Crouch Investment Group, Inc.",,,Salesforce
11082097,Inactive Investor,Jeffrey Sealy,,State Farm VP Management Corp. Richardson TX 1415 State St,jeffrey.sealy.vahkq4@statefarm.com,,Salesforce
11035785,Inactive Investor,Holly Hynes,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",holly.hynes@ml.com,,Salesforce
11049421,Inactive Investor,Todd Smallwood,Chief Compliance Officer,"Sugarloaf Wealth Management, LLC",tsmallwood@swmllc.com,,Salesforce
11121922,Inactive Investor,Brandon Worley,Financial Advisor,LPL Financial LLC Baton Rouge LA 4220 Bluebonnet Blvd,brandon.worley@lpl.com,,Salesforce
10897022,Inactive Investor,David Marquis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",david.marquis@ml.com,,Salesforce
11074097,Inactive Investor,Mary Spinner,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,mary.spinner@edwardjones.com,,Salesforce
11033932,Inactive Investor,Ronald Pellek,,"Avantax Investment Services, Inc. Myrtle Beach SC Private Residence",,,Salesforce
10915360,Inactive Investor,Mark Freeman,Financial Advisor,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",mark.freeman@nm.com,,Salesforce
10874855,Inactive Investor,Elizabeth Conger,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",elizabeth.conger@ml.com,,Salesforce
10762538,Inactive Investor,Kariann Walker,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",kari-ann_walker@ml.com,,Salesforce
10820630,Inactive Investor,David Todd,,LPL Financial LLC Layton UT Private Residence,david.todd@lpl.com,,Salesforce
10646158,,Mabel Pirner,,,mabel.pirner@dccmail.net,,List Import
10961727,Inactive Investor,Leianne Erhart,,"Raymond James & Associates, Inc.",leianne.erhart@raymondjames.com,,Salesforce
11161395,Inactive Investor,Vartan Abramyan,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10945998,Inactive Investor,Launao Bey,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11079962,Inactive Investor,Olin Mccrary,,J.P. Morgan Securities LLC Springdale AR 1250 Market Square Dr,olin.mccrary@jpmorgan.com,,Salesforce
10778806,Inactive Investor,Andrew Lee,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",drew.lee@wellsfargoadvisors.com,,Salesforce
10954993,Inactive Investor,Santoshi Pattem,,"Equitable Advisors, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",santoshi.pattem@equitable.com,,Salesforce
9595118,,Cynthia Leal,,,cleal@financialengines.com,,List import
10874140,Inactive Investor,Patrick Harting,,MWA Financial Services Inc. Caldwell ID Private Residence,patrick.s.harting@mwarep.org,,Salesforce
9640673,,Boris King,,,cryptobdk@pm.me,,List import
10779298,Inactive Investor,Randal Oppman,,Cetera Financial Specialists LLC Marshfield WI 112 W 5th St,randal.oppman@ceterafs.com,,Salesforce
9637463,,Tsholofelo Mnisi,,,tsholomnisi@gmail.com,,List import
10795704,Inactive Investor,Jonathan Kleiman,Managing Director - Wealth Management;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,jonathan.kleiman@ubs.com,,Salesforce
10867767,Inactive Investor,Michael Conley,,"Wells Fargo Clearing Services, LLC",michael.conley@wellsfargoadvisors.com,,Salesforce
338787,,Kate Alves,"Vice President, Financial Advisor","Barry Investment Advisors, Llc",kate@barryia.com,888-992-8601,Manual List Upload
9543706,,Ed Several,,,eseveral@ensembleiq.com,,List import
10836212,Inactive Investor,Liam Holohan,Financial Advisor,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",liam.holohan@rbc.com,,Salesforce
10855726,Inactive Investor,James Capitanello,,"Osaic Wealth, Inc. Pearl River NY 1 Blue Hill Plz",,,Salesforce
9579178,,Marc Turzo,,,marc.turzo@lfg.com,,List import
9574445,,VYACHESLAV PALAZHENKO,,,vyacheslavpalazhenko@gmail.com,,List import
11103103,Inactive Investor,Diane Lightfield,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,dlightfield@rwbaird.com,,Salesforce
11151363,Inactive Investor,Belinda Kucharski,,Cetera Financial Specialists LLC Clifton Park NY 4 Corporate Dr,belinda.kucharski@ceterafs.com,,Salesforce
10796966,Inactive Investor,Peter McManus,,Commonwealth Financial Network Worcester MA 370 Main St,mcmanus@commonwealth.com,,Salesforce
9560209,,Maryam Akhavan,,,maryam.akhavan70@gmail.com,,List import
11079473,Inactive Investor,Michael Muldoon,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
11217803,,Alfredo Morales,,,alfredo.morales@jpmorgan.com,,List Import
9643307,,Eric Fournier,,,efournier37@gmail.com,,List import
10838171,Inactive Investor,Paul Marinelli,Chief Compliance Officer;President,"RiverGlades Family Offices, LLC",pjm@rivergladesfo.com,,Salesforce
67349,,Drew Bowman,Financial Advisor,Investmark Advisory Group Llc,dbowman@investmark.net,203-953-3777,Manual List Upload
10820108,Inactive Investor,Joshua Blevins,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
7580765,,Kathy Harrell,,,epfecykq@bugfoo.com,,Web Form Fillout
9647778,,Edie Goldstein,,,egoldstein@chfs.com,,List import
10849636,Inactive Investor,Robert Stinson,Owner,Stinson Financial Planning,,,Salesforce
10972085,Inactive Investor,Anthony Davila,,J.P. Morgan Securities LLC Hesperia CA 17317 Main St,anthony.davila@chase.com,,Salesforce
10941362,Inactive Investor,Timothy Buccini,Financial Advisor,"Ameriprise Financial Services, LLC Exton PA 855 Springdale Dr",timothy.buccini@ampf.com,,Salesforce
10803119,Inactive Investor,Walter Weil,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,w.weil@morganstanley.com,,Salesforce
9587236,,Robin Dolezal,,,robin.dolezal@ironwoodfinancial.com,,List import
10849007,Inactive Investor,Thomas Paulson,Owner,"Thomas A. Paulson, Jr., CPA Loveland CO 883 Cleveland Ave",thomas@thomaspaulsoncpa.com,,Salesforce
11213416,Inactive Investor,Sam Luke,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10837011,Inactive Investor,David Courtad,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",david_courtad@ml.com,,Salesforce
11067324,Inactive Investor,Tyler Canady,Financial Advisor;Financial Planning Specialist,Morgan Stanley Marco Island FL 928 N Collier Blvd,tyler.canady@morganstanley.com,,Salesforce
10760519,Inactive Investor,Stephen Johnson,,"Raymond James Financial Services, Inc. Draper UT 13907 S Minuteman Dr",stephen.johnson@raymondjames.com,,Salesforce
10974025,Inactive Investor,Collin Dooley,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11119345,Inactive Investor,Ryan Norrid,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10489365,,Bruce Dieterlen,"Financial Advisor, First Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,bruce.dieterlen@ubs.com,469-440-0508,List Import
11146566,Inactive Investor,Joshua Kilsch,Financial Advisor,"RFG Advisory, LLC Salina KS 1000 Westchester Dr",,,Salesforce
334323,,Trey Anderson,,Mercer Global Advisors Inc.,tanderson@merceradvisors.com,,
10972743,Inactive Investor,Darby Biddle,,Vanguard Marketing Corporation,darby_biddle@vanguard.com,,Salesforce
11116544,Inactive Investor,Ermila Reigoux,,J.P. Morgan Securities LLC Austin TX 140 W Slaughter Ln,,,Salesforce
9611492,,Kyle Miao,,,keymiao@gmail.com,,List import
10987044,Inactive Investor,William Goodson,Senior Financial Advisor,Financial Synergies,wgoodson@finsyn.com,,Salesforce
10954887,Inactive Investor,Roger Relucio,,LPL Financial LLC Hoboken NJ 5 Marine View Plz,roger.relucio@lpl.com,,Salesforce
9544005,,Eric Souders,,,eric@ascendant-financial.com,,List import
6603252,,Jaffer Pasha,,,aneespasha380@gmail.com,,Web Form Fillout
10764682,Inactive Investor,Anthony Pettograsso,,LPL Financial LLC Albany NY 80 Wolf Rd,anthony.pettograsso@lpl.com,,Salesforce
11019350,Inactive Investor,Rajit Marwah,Chief Executive Officer;Chief Investment Officer;Founder,Premca LLC,rajit@premca.com,,Salesforce
10956717,Inactive Investor,Ammon Gibb,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10400632,,Carolina Diaz,,,carodiaztuc@gmail.com,,Web Form Fillout
10879381,Inactive Investor,Randall Beardsley,Wealth Advisor,"Xcel Wealth Management, LLC",randy@xcelwealth.com,,Salesforce
10929401,Inactive Investor,Tonita Arthur,Manager,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",,,Salesforce
10968191,Inactive Investor,Jakob Miller,High Net Worth Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10908064,Inactive Investor,John Brinkmeyer,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11034401,Inactive Investor,Rachel Meier,Principal,Edward Jones,rachel.meier@edwardjones.com,,Salesforce
11206451,Inactive Investor,Scott O'Berry,Financial Advisor,Edward Jones Saint Petersburg FL 5501 Gulf Blvd,scott.oberry@edwardjones.com,,Salesforce
10989187,Inactive Investor,Michelle Martin,,PFS Investments Inc. Newark DE 201 Possum Park Rd,mmartin.75ccy@primerica.com,,Salesforce
11114509,Inactive Investor,Fredric Mayerson,,"Osaic Wealth, Inc. Valley Stream NY 573 Golf Dr",info@ofrfonancial.com,516-967-8900,Salesforce
6595213,,jack hurry,,,yosije6870@khaxan.com,,Web Form Fillout
11112397,Inactive Investor,Natalie Perez,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,natalie.perez@jpmorgan.com,,Salesforce
11201367,Inactive Investor,Donna Feuerherdt,,"Raymond James Financial Services, Inc. Lake Oswego OR 4900 Meadows Rd",donna.feuerherdt@raymondjames.com,,Salesforce
11189205,Inactive Investor,Elizabeth Nowlin,,J.P. Morgan Securities LLC Santa Clarita CA 26500 Bouquet Canyon Rd,elizabeth.nowlin@jpmorgan.com,,Salesforce
11130791,Inactive Investor,Thomas Stacy,,Cetera Financial Specialists LLC Paramus NJ Private Residence,thomas.stacy@ceterafs.com,,Salesforce
10994979,Inactive Investor,Marlene Torres,,J.P. Morgan Securities LLC Kyle TX 5401 FM 1626,marlene.torres@jpmorgan.com,,Salesforce
10510108,,Erinn King,Chief Strategy Officer,Income Research + Management,eking@incomeresearch.com,,List Import
9552028,,Ralph DellaCamera,,,rdellacamera@dcm-funds.com,,List import
10765934,Inactive Investor,Georganne Brown,Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,georganne.brown@morganstanley.com,,Salesforce
10887728,Inactive Investor,Edmund Broomhead,Financial Advisor;Vice President - Private Client Group,Janney Montgomery Scott LLC Warwick RI 475 Kilvert St,tbroomhead@janney.com,,Salesforce
151125,,youngmin kim,,[Unknown],melt2091@naver.com,,Organic Search
11096208,Inactive Investor,Carolyn Briganti,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,carolyn.l.landis@jpmorgan.com,,Salesforce
9571108,,Joseph Ray,,,joeraybusiness@gmail.com,,List import
10903464,Inactive Investor,Brian Glenney,Financial Advisor,Edward Jones Greenville SC 870 Cleveland St,brian.glenney@edwardjones.com,,Salesforce
10887479,Inactive Investor,Michael Gorectke,,Kovack Securities Inc. Milwaukee WI 100 E Wisconsin Ave,,,Salesforce
10789613,Inactive Investor,Bradley Tuckwiller,Chief Compliance Officer;Director,Jacobs & Company,brad@jacobsandcompany.com,,Salesforce
100051,,John McAninley,,Self,jmack2783@gmail.com, +39 366 647-4719,
11066025,Inactive Investor,Eric Hepola,,Mutual of America Securities LLC Anchorage AK 2525 C St,eric.hepola@mutualofamerica.com,,Salesforce
9550748,,Benjamin Bremen,,,bbremen@rmbcap.com,,List import
10658731,,Michael Sullivan,,,mike.sullivan@lpl.com,,List Import
10844539,Inactive Investor,Samuel Lauria,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",samuel.lauria.iii@nm.com,,Salesforce
11107234,Inactive Investor,Amy Hung,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",amy.hung@ml.com,,Salesforce
9614644,,Sean Inglis,,,seany49er@gmail.com,,List import
10593926,Active Investor,Gert Lessing,,Gert Lessing,glessing@omegainvestments.co,19729048884,Salesforce
44733,,John Claypotch,Financial Consultant,Thrivent Investment Management Inc.,john.claypotch@thrivent.com,610-489-8201,
10869905,Inactive Investor,Jordan Anderson,,J.P. Morgan Securities LLC Sacramento CA 1300 21st St,jordan.m.anderson@jpmorgan.com,,Salesforce
11258214,,Mantzur Zecharya,,,tzur29@gmail.com,,Web Form Fillout
10819388,Inactive Investor,Loucas Kalliantasis,Financial Advisor,Key Investment Services LLC Buffalo NY 4467 Main St,loucas_kalliantasis@kisinvestments.com,,Salesforce
1001893,Inactive Investor,Rufus Winton,Senior Vice President and CIO,Sawmill Private Management,rufus.winton@sawmilltrust.com, +1 612 238 2490,
11126166,Inactive Investor,Andrew Meeks,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10806279,Inactive Investor,Karriem Glanton,,"Wells Fargo Clearing Services, LLC Warren NJ 112 Mountain Ave",karriem.a.glanton@wellsfargo.com,,Salesforce
11050606,Inactive Investor,Lee Bloom,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",leeanne.bloom@truist.com,,Salesforce
10763677,Inactive Investor,Connie Staggs,Regional Vice President,PFS Investments Inc. Murfreesboro TN 745 S Church St,connie.staggs@primerica.com,,Salesforce
11066239,Inactive Investor,Carlos Rodriguez,,"The Leaders Group, Inc.",carlos@leadersgroup.net,,Salesforce
10958606,Inactive Investor,Christopher Magnussen,,"Osaic Wealth, Inc.",,,Salesforce
9558228,,Dmitry Orlov,,,dmnorlv21@gmail.com,,List import
11000761,Inactive Investor,Katherine Gillette,Advisor,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",kgillette@monetagroup.com,,Salesforce
11065390,Inactive Investor,David Sweitzer,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",david.sweitzer@transamerica.com,,Salesforce
198953,,Danton Troyer,,"Moneta Group Investment Advisors, Llc",danton.troyer@monetagroup.com,(314) 735-9087,
9596070,,ryan pripstein,,,ryan@thrivecap.com,,List import
11156999,Inactive Investor,Donald Link,,"Private Portfolio Partners, LLC Florham Park NJ 30 Columbia Tpke",,,Salesforce
10906643,Inactive Investor,Julie Schmidt,Owner;Treasurer,PJS Investment Management,,,Salesforce
11061647,Inactive Investor,Anup Parasu,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,anup.parasu@ubs.com,,Salesforce
11153734,Inactive Investor,Justin Scott,Engagement Associate;Wealth Management Analyst,Morgan Stanley McLean VA 1650 Tysons Blvd,justin.scott@morganstanley.com,,Salesforce
10835824,Inactive Investor,Dean Donohue,Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 9750 Ormsby Station Rd",dean.m.donohue@ampf.com,,Salesforce
9577829,,Keith Schuss,,,kschuss@stratoswealthpartners.com,,List import
11030496,Inactive Investor,Benjamin Nacci,,"Regulus Financial Group, LLC Elkhart IN 242 Waterfall Dr",,,Salesforce
10953212,Inactive Investor,Elmerlynn Burnham,,"Northwestern Mutual Investment Services, LLC Twin Falls ID 128 2nd Ave N",elmer.burnham@nm.com,,Salesforce
10613019,,Michael Shalhoup,"Managing Director, Senior Financial Advisor",,michael.shalhoup@ml.com,,List Import
11046154,Inactive Investor,John Casteel,,PNC Investments Cincinnati OH 201 E 5th St,john.casteel@pnc.com,,Salesforce
10696400,,Marc Van Bell,,"Nicholas Company, Inc.",mvanbell@nicholasfunds.com,,List Import
11103531,Inactive Investor,Lori Livingston,Member,Divine Asset Management LLC Hillside NJ 1239 Salem Ave,,,Salesforce
10852005,Inactive Investor,Anthony Craun,Chief Operating Officer,"Sand Hill Global Advisors, LLC",tcraun@sandhillglobaladvisors.com,,Salesforce
11213231,Inactive Investor,D'Meza Shultz Pierre Louis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,pierrelouis.shultz@fmr.com,,Salesforce
9567374,,eunmee koo,,,marrymi@naver.com,,List import
11184042,Inactive Investor,Khadijah Cisse,Investment Advisor Representative,PFS Investments Inc. Henniker NH 41 Liberty Hill Rd,kcisse@primerica.com,,Salesforce
10762936,Inactive Investor,Angelo Giannosa,Financial Advisor,"Principal Securities, Inc. Modesto CA 301 Banner Ct",giannosa.angelo@principal.com,,Salesforce
11085905,Inactive Investor,Kathryn Bohr,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",kathryn.bohr@ml.com,,Salesforce
11114797,Inactive Investor,Michael Girasole,Financial Professional,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
10753205,Inactive Investor,John Waterworth,,"Truist Investment Services, Inc. Lynchburg VA 810 Main St",cwaterworth@truist.com,,Salesforce
10947276,Inactive Investor,Andrea Doran,,"Wells Fargo Clearing Services, LLC Chaska MN 400 N Chestnut St",,,Salesforce
10880270,Inactive Investor,Roberto Araiza,Investment Advisor,J.P. Morgan Securities LLC Houston TX 600 Travis St,roberto.araiza@jpmorgan.com,,Salesforce
11166609,Inactive Investor,Nicola Barber,Senior Client Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,nicola.barber@ubs.com,,Salesforce
9578907,,praveen kumar,,,praveenkumar197145@gmail.com,,List import
237650,, -,,[[Unknown]],eli.stern@ey.com,,
10962621,Inactive Investor,Marcel Miu,Chief Compliance Officer;Founder,Simplify Wealth Planning LLC,,,Salesforce
10796454,Inactive Investor,Roger Littlefield,Director - Investments;Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,roger.littlefield@morganstanley.com,,Salesforce
11206114,Inactive Investor,Aaron Clark,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11088014,Inactive Investor,Jeneen Slack,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",jeneen.slack@raymondjames.com,,Salesforce
10812578,Inactive Investor,Marguerite Senger,,PFS Investments Inc. Mount Vernon WA 2021 E College Way,msenger@primerica.com,,Salesforce
10875983,Inactive Investor,Megan Cunningham,Financial Advisor,LPL Financial LLC Albuquerque NM 6749 Academy Rd NE,megan.cunningham@lpl.com,,Salesforce
11013530,Inactive Investor,Syed Shah,,"Allstate Financial Services, LLC Frankfort KY 800 E Main St",seanshah@allstate.com,,Salesforce
10837238,Inactive Investor,William Gleavy,Chief Compliance Officer;Managing Member;Principal,"Kaizen Retirement Plan Advisors, LLC",bill.gleavy@kaizenrpa.com,,Salesforce
9611578,,Brice Yao,,,yaobrice@gmail.com,,List import
9641791,,Chandra Apriliyanto,,,apriliyantochandra@gmail.com,,List import
11157325,Inactive Investor,Eric Richter,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",richtere@stifel.com,,Salesforce
11178507,Inactive Investor,Brice Heilman,Senior Client Associate,UBS Financial Services Inc. Ballwin MO Private Residence,brice.heilman@ubs.com,,Salesforce
11025884,Inactive Investor,Samuel Gruer,,"Mesirow Financial, Inc. New York NY 140 E 45th St",,,Salesforce
11143987,Inactive Investor,Stephanie Munyan- Sayer,,"Parkland Securities, LLC Phoenix AZ 1137 E Redfield Rd",smunyan@parklandrep.com,,Salesforce
10919496,Inactive Investor,Mark Davis,,PFS Investments Inc. Grandview MO 708 Main St,mark.davis@primerica.com,,Salesforce
10832860,Inactive Investor,Gabrielle Cardinale,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",gabrielle.cardinale@ml.com,,Salesforce
234707,, -,,[[Unknown]],br549slj1234@gmail.com,,Content
11155213,Inactive Investor,Derek Petrella,,Ally Invest Securities LLC,,,Salesforce
11115231,Inactive Investor,Alfredo Lopez,,State Farm VP Management Corp. Glendale CA 208 S Glendale Ave,al.lopez.b8yg@statefarm.com,,Salesforce
10849852,Inactive Investor,MacAuley Beloney,Investment Advisor Representative,"Osaic Wealth, Inc. Phoenix AZ 426 N 44th St",,,Salesforce
10606199,,Catherine Cafaro,"Supervisory Manager, Vice President",J.P. Morgan Securities LLC,catherine.cafaro@jpmorgan.com,585-797-0095,List Import
10789728,Inactive Investor,Scott Peters,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI Private Residence",scott.j.peters@ampf.com,,Salesforce
10924301,Inactive Investor,Stuart Knobel,,"Capitol Securities Management, Inc. Anderson SC 114 E Benson St",sknobel@capitolsecurities.com,,Salesforce
10962434,Inactive Investor,Christopher Thrower,Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",cthrower@financialguide.com,,Salesforce
9561911,,Candace Vondra,,,cplencner@williamblair.com,,List import
9608108,,juan barrera,,,jbarrera@outlook.com,,List import
10907288,Inactive Investor,Nicholas Diolosa,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",nicholas.diolosa@equitable.com,,Salesforce
10644384,,Christine Ward,,,christine.l.ward@jpmorgan.com,,List Import
11087882,Inactive Investor,Daniel Laya,,Lincoln Investment Lombard IL 500 Waters Edge,dlaya@lincolninvestment.com,,Salesforce
11116101,Inactive Investor,Ellen Ross,,LPL Financial LLC Bozeman MT 720 Stoneridge Dr,ellen.ross@lpl.com,,Salesforce
10798953,Inactive Investor,Charles Jones,,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,charles.jones@primerica.com,,Salesforce
346441,,Allan Horner,Managing Member,Criterion Capital Advisors Llc,ahorner@criterionadv.com,615-292-6889,Manual List Upload
11087834,Inactive Investor,Charles Cooper,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,charles.cooper@jpmorgan.com,,Salesforce
11223046,,Jonathan Mootz,,,jmootz@radcliffefunds.com,,List Import
10656179,,Joseph Cearlock,,,cearlockj@hdvest.com,,List import
5326461,,Ederson Vieira,,,filhoeder182@gmail.com,,Web Form Fillout
10986125,Inactive Investor,Leah Brooks,,Gaddis Premier Wealth Advisors LLC,,,Salesforce
10752361,Inactive Investor,Joseph Williams,Principal,LPL Financial LLC Plano TX 5409 Grasmere Dr,joseph.williams@lpl.com,,Salesforce
11147218,Inactive Investor,Amy Madden,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10860754,Inactive Investor,Dennis Smith,,"Farmers Financial Solutions, LLC Glendale AZ 5350 W Bell Rd",dsmith@farmersagent.com,,Salesforce
10958579,Inactive Investor,Cindy Fowler,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",cindy.fowler@kestrafinancial.com,,Salesforce
10856533,Inactive Investor,Douglas Martin,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",dmartin@wisdirect.com,,Salesforce
11101051,Inactive Investor,Kyle Robarge,Private Wealth Advisor,Transce3nd LLC,,,Salesforce
11057622,Inactive Investor,Jonathan Zepp,Director - Operations,"Ameriprise Financial Services, LLC North Canton OH 219 E Maple St",jonathan.zepp@ampf.com,,Salesforce
11046426,Inactive Investor,John Killeen,,"R. F. Lafferty & Co., Inc.",jkilleen@rflafferty.com,,Salesforce
10796291,Inactive Investor,David Cohen,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 436 E 7th Ave",david.cohen@ml.com,,Salesforce
10821906,Inactive Investor,Scott Clark,Wealth Advisor,LPL Financial LLC Wellsboro PA 90 Main St,,,Salesforce
9641241,,Fritz Allard,,,fallard@hotmail.com,,List import
10934547,Inactive Investor,Eric Roberts,,Cetera Advisor Networks LLC Baton Rouge LA 533 Europe St,eric.roberts@ceterawealth.com,,Salesforce
9547010,,Dennis Nagel,,,dwnagel@hotmail.com,,List import
199952,,John Lauricella,,none,johnc.lauricella@gmail.com,6094657845,Organic Search
10966660,Inactive Investor,Juan Alvarado,,"Intercam Securities, Inc.",,,Salesforce
9638798,,Frank Jordan,,,fjordan@crestlineinc.com,,List import
10936223,Inactive Investor,Matthew Farhat,,"IFP Securities, LLC Sarasota FL 1800 2nd St",matthew.farhat@ifpartners.com,,Salesforce
10904730,Inactive Investor,Tyrell Teveldal,,State Farm VP Management Corp. Sioux Falls SD 3926 S Western Ave,ty.teveldal.uyqc@statefarm.com,,Salesforce
11149015,Inactive Investor,Kiley Aymar,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
11017412,Inactive Investor,Nicole Portolos,Associate Financial Advisor;Client Service Specialist;Private Wealth Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 375 83rd St",nicole.portolos@ampf.com,,Salesforce
10923460,Inactive Investor,Brendan Carney,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
58755,,Bart Reese,Portfolio Specialist,Fidelity Personal and Workplace Advisors,bart.reese@fmr.com,800-544-6666,
10768428,Inactive Investor,Susan Farley,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,susan.e.corriganfarley@jpmorgan.com,,Salesforce
11076908,Inactive Investor,Roman Panyathong,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",roman.panyathong@robinhood.com,,Salesforce
11083103,Inactive Investor,Nicole Kirby,,MissionSquare Investment Services,ngeorge@icmarc.org,,Salesforce
10359552,,Steven Max,,Grayscale,steven@grayscale.com,,Web Form Fillout
10771166,Inactive Investor,Johnathan Evans,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Saint Paul MN 380 Saint Peter St,johnathan.evans@morganstanley.com,,Salesforce
11053509,Inactive Investor,Kevin Perlberg,Managing Member;Managing Partner,"Blackhawk Capital Partners, LLC",kevin@blackhawk-capital.com,,Salesforce
10920180,Inactive Investor,Subir Grewal,Co-Founder;Managing Member;Regulatory Contact,Washington Square Capital Management LLC,subir.grewal@wsqcapital.com,,Salesforce
10999753,Inactive Investor,Jason Hassman,,"Northwestern Mutual Investment Services, LLC Cedar Falls IA 1025 Technology Pkwy",jason.hassman@nm.com,,Salesforce
11193365,Inactive Investor,Mohammad Qureshi,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",,,Salesforce
10797922,Inactive Investor,Kevin Henderson,Financial Advisor,"Osaic Wealth, Inc. Fairport NY 6819 Pittsford Palmyra Rd",,,Salesforce
10863227,Inactive Investor,Ray Welch,Managing Member;Partner;Principal,Match Grade Advisors,tripp@matchgradeadvisors.com,,Salesforce
6242995,,Fabio Leonini,,,fabio.leonini@alpinumlaw.com,,Web form fillout
10833831,Inactive Investor,Alexander Pankow,Regional Vice President,PFS Investments Inc. Naperville IL 387 Shuman Blvd,alexander.pankow@primerica.com,,Salesforce
10834696,Inactive Investor,Robert Mouro,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Cary NC 2128 High House Rd,rmouro@janney.com,,Salesforce
11060838,Inactive Investor,Eric Morrissey,Financial Advisor,Edward Jones Amery WI 329 Keller Ave S,eric.morrissey@edwardjones.com,,Salesforce
10809855,Inactive Investor,Jason D'Alessandro,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland ME 2 Portland Sq",jason.r.dalessandro@ampf.com,,Salesforce
11116064,Inactive Investor,Kerri Miene,,State Farm VP Management Corp. Richardson TX 1415 State St,kerri.miene.st87@statefarm.com,,Salesforce
10792079,Inactive Investor,James Shipp,,PFS Investments Inc. Louisville KY 350 Evergreen Rd,james.shipp@primerica.com,,Salesforce
11261176,Inactive Investor,Erion Kafazi,Research Analyst,"Financial & Tax Architects, LLC",ekafazi@fta-ria.com,,Salesforce
11040981,Inactive Investor,Denise Stover,,"LaSalle St Securities, L.L.C. Kokomo IN 1213 E Hoffer St",dstover@lasallest.com,,Salesforce
10860542,Inactive Investor,Andre Veres,Financial Advisor,"Hornor, Townsend & Kent, LLC Tucson AZ 1820 E River Rd",,,Salesforce
11099021,Inactive Investor,Eugene Singer,,Empire Asset Management Company,eugene@empiream.com,,Salesforce
122215,,aaron zidenberg,,[Unknown],azidenberg@gmail.com,,source
9630521,,Carlos Pereira,,,carlos.pereira1996@hotmail.com,,List import
11212304,Inactive Investor,Mitchell Cassidy,Investment Consultant,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",,,Salesforce
9638996,,Richard Kraich,,,rkraich@wvuf.org,,List import
10862097,Inactive Investor,Robert Vance,,Cetera Advisor Networks LLC Englewood CO 16 Inverness Pl E,vancer@ceteranetworks.com,,Salesforce
10788624,Inactive Investor,Brent Howard,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",brent.howard@rbc.com,,Salesforce
10882057,Inactive Investor,Cameron Bond,,"Keel Point Capital, LLC Leawood KS 4000 W 114th St",cbond@keelpoint.com,,Salesforce
11031987,Inactive Investor,Brian Birchmeier,,LPL Financial LLC Clio MI Private Residence,brian.birchmeier@lpl.com,,Salesforce
11090085,Inactive Investor,Julie Domenick,,"Allstate Financial Services, LLC Rocklin CA 3175 Sunset Blvd",juliedomenick@allstate.com,,Salesforce
10790714,Inactive Investor,Mina Lee,,Goldman Sachs & Co.,mina.lee@gs.com,,Salesforce
10972473,Inactive Investor,Erik Nelson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",erik.nelson@tiaa.org,,Salesforce
10807871,Inactive Investor,Clayton Tarpley,Financial Advisor,Edward Jones Abilene TX 402 E South 11th St,clayton.tarpley@edwardjones.com,,Salesforce
10754940,Inactive Investor,Todd Stonewater,Financial Advisor,Edward Jones O Fallon IL 631 N Main St,todd.stonewater@edwardjones.com,,Salesforce
11156524,Inactive Investor,Sophie Fletcher,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,sophie.wood@gs.com,,Salesforce
9596187,,Gregory Morrison,,,gmorrison@payden.com,,List import
11063671,Inactive Investor,Stacey Umbach,,PFS Investments Inc. Casper WY 770 W Collins Dr,stacey.umbach@primerica.com,,Salesforce
10831020,Inactive Investor,Robert Strobel,Financial Advisor;Senior Vice President,"Benjamin F. Edwards & Company, Inc. Saint Charles IL 50 S 1st St",robert.strobel@benjaminfedwards.com,,Salesforce
11084830,Inactive Investor,Christopher Puranananda,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Newport RI 284 Bellevue Ave,c.puranananda@morganstanley.com,,Salesforce
10819409,Inactive Investor,Brent Garcia,Chief Compliance Officer;Managing Member;Principal,Broadwater Capital Management LLC,bgarcia@broadwatercapital.com,,Salesforce
235566,, -,,[[Unknown]],farai.kowo@outlook.com,,
9644507,,Charles Dawson,,,charlesdawson69@yahoo.com,,List import
10957055,Inactive Investor,Samuel Stempler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Venice FL 871 Venetia Bay Blvd",samuel.stempler@ml.com,,Salesforce
10908804,Inactive Investor,Payton Sturges,Financial Advisor,LPL Financial LLC Grove OK Private Residence,payton.sturges@lpl.com,,Salesforce
11139397,Inactive Investor,Sean Dunning,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11075040,Inactive Investor,Susan Preslier,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",susan_preslier@ml.com,,Salesforce
10909478,Inactive Investor,Russell Bobowicz,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,russell.bobowicz@primerica.com,,Salesforce
11028315,Inactive Investor,Micah Yoshino,Financial Consultant,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",micah.yoshino@equitable.com,,Salesforce
3261168,,DENNIS CULVER,,,dennis.culver@yahoo.com,,Web Form Fillout
10884893,Inactive Investor,Christine Demasi,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",christine.demasi@northerntrust.com,,Salesforce
10848896,Inactive Investor,Lyman Heidtke,,"Prospera Financial Services, Inc. Nashville TN 424 Church St",lyman.heidtke@prosperafinancial.com,,Salesforce
11164901,Inactive Investor,Tyler Ashcraft,,"Allstate Financial Services, LLC Portland OR 2914 N Lombard St",,,Salesforce
11195310,Inactive Investor,John Merwin,,FMN Capital Corporation,john.merwin@fmncc.com,,Salesforce
9562247,,Dickie Wong,,,wongdickie@kingston.com.hk,,List import
9617379,,John Jelko,,,johnnyjelko@gmail.com,,List import
10907361,Inactive Investor,Ryan Patton,Managing Director;Member,"EVP Capital Advisors, LLC",ryan@evpca.com,,Salesforce
10921655,Inactive Investor,Christopher Adkins,Financial Advisor,"Dean, Jacobson Financial Services",christopher@deanjacobson.com,,Salesforce
9573046,,William Garrett,,,william.garrett@securitiesamerica.com,,List import
11106810,Inactive Investor,Joshua Parker,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Palm Beach Gardens FL 3835 Pga Blvd,jparker@rockco.com,,Salesforce
44075,,Jerry Johnson,Financial Associate,Thrivent Investment Management Inc.,j.johnson@thrivent.com,952-400-0541,
9568321,,Richard Greener,,,rgreener@royalaa.com,,List import
11082711,Inactive Investor,Ryan Frailich,Chief Compliance Officer;Founder,Deliberate Finances,ryan@deliberatefinances.com,,Salesforce
11217565,,Stafford Lyons,,,stafford.lyons@ampf.com,,Other
11260903,Inactive Investor,Ashley Gonzalez,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Austin TX 905 Nueces St",ashley.gonzalez@wfafinet.com,,Salesforce
11060909,Inactive Investor,Daniel Searles,,"Grove Point Investments, LLC Gaithersburg MD 13 E Deer Park Dr",,,Salesforce
10820615,Inactive Investor,Thurman Johnson,Financial Advisor,Edward Jones Midland TX 1602 Tarleton St,thurman.johnson@edwardjones.com,,Salesforce
10777692,Inactive Investor,Rory Wiebusch,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",rory_wiebusch@ml.com,,Salesforce
193811,,EVERETT SMITH,,[Unknown],everettalansmith@gmail.com,,source
11133081,Inactive Investor,Edward Awiszio,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,eawiszio@supremealliancellc.com,,Salesforce
10948367,Inactive Investor,Gregory Martin,,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",greg.martin@nm.com,,Salesforce
11108716,Inactive Investor,Sarah-Penelope Grant,Associate Banker;Vice President,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
11159467,Inactive Investor,Bryton Kessel,Associate Wealth Advisor,"Beacon Pointe Advisors, LLC Denver CO 2696 S Colorado Blvd",bkessel@beaconpointe.com,,Salesforce
142901,,Ahmed Hassan,,[Unknown],ahmed_ezzat942@yahoo.com,,source
10765563,Inactive Investor,Paul Pittman,Financial Advisor,Edward Jones Irving TX 222 Las Colinas Blvd W,paul.pittman@edwardjones.com,,Salesforce
11067441,Inactive Investor,Gina Evins,,PlanMember Securities Corporation McAllen TX 3827 N 10th St,,,Salesforce
11125279,Inactive Investor,Robert Johnston,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,robert.johnston@primerica.com,,Salesforce
216695,,omar rodriguez borja,,[Unknown],omar72158895@outlook.es,,Event
10766744,Inactive Investor,Margaret Orlov,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",margaret.orlov@ml.com,,Salesforce
10823993,Inactive Investor,Vaness Dosedel,,Morgan Stanley Boston MA 28 State St,,,Salesforce
10922266,Inactive Investor,Carrera Santiago,Wealth Planning Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,carrera.santiago@ubs.com,,Salesforce
227773,, -,,[[Unknown]],jason.marshall.tek+ethe@gmail.com,,Organic Search
11014935,Inactive Investor,Daniel Cameron,,Cetera Financial Specialists LLC Palm Beach Gardens FL Private Residence,daniel.cameron@ceterafs.com,,Salesforce
11099760,Inactive Investor,Casey Glick,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10616873,,Chad Waynee,,,chad.waynee@edwardjones.com,,List Import
11185137,Inactive Investor,Christopher Brody,,NYLIFE Securities LLC San Francisco CA 425 Market St,cbrody@ft.newyorklife.com,,Salesforce
339013,,Eric Bruun,Partner,"Cid Capital Ii, Inc.",eric@cidcap.com,317-818-5030,Manual List Upload
11184016,Inactive Investor,Karen Johnson,,PFS Investments Inc. Schofield WI 1326 Schofield Ave,karen.johnson@primerica.com,,Salesforce
10869395,Inactive Investor,Rustin Leonard,Financial Advisor,Thrivent Investment Management Inc. Great Bend KS 2015 Forest Ave,rustin.leonard@thrivent.com,,Salesforce
11098345,Inactive Investor,Stacey Lawler,,"The Leaders Group, Inc.",,,Salesforce
64450,,Brett Murch,Financial Advisor,"Securities America Advisors, Inc.",brett.murch@securitiesamerica.com,402-399-9111,
11200227,Inactive Investor,Evan Gates,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",evan.gates@equitable.com,,Salesforce
9644482,,Keith Brofsky,,,keithbrofsky@landmarkcu.com,,List import
10922550,Inactive Investor,Jonathan Mitchen,Financial Advisor,"Hornor, Townsend & Kent, LLC Akron OH 130 Springside Dr",jmitchen@htk.com,,Salesforce
11118133,Inactive Investor,Kristie Messina,Financial Advisor,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,kristie.messina@hilltopsecurities.com,,Salesforce
10822209,Inactive Investor,Brian Urban,Financial Consultant;Partner,"Equitable Advisors, LLC Kearney NE 4111 4th Ave",brian.urban@equitable.com,,Salesforce
11072177,Inactive Investor,Elizabeth Jacques,,"Ameritas Investment Company, LLC Exeter CA 160 S E St",elizabeth.jacques@ameritas.com,,Salesforce
11161311,Inactive Investor,Terry Rentmeester,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",terry.rentmeester@rbc.com,,Salesforce
11128031,Inactive Investor,Susana Cerda,,"Allstate Financial Services, LLC Dallas TX 11722 Marsh Ln",,,Salesforce
10972851,Inactive Investor,Michael Hammond,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10557684,,Sami Issa,,,singularitate@gmail.com,9177550686,Web Form Fillout
11096418,Inactive Investor,David Lesnick,Financial Advisor,"Cadaret, Grant & Co., Inc. Glendale AZ 7075 W Bell Rd",,,Salesforce
372687,,Jason Hyatt,,United States,oneiron11@yahoo.com,,source
202866,,Ralph Kleinanzeigen,,[Unknown],ralph.kleinanzeigen@web.de,,Paid Social
9621817,,Joe Dowling,,,joseph_dowling@brown.edu,,List import
10868083,Inactive Investor,George Hadfield,Financial Advisor,"Ameriprise Financial Services, LLC Warwick RI 3657 Post Rd",george.x.hadfield@ampf.com,,Salesforce
10953837,Inactive Investor,James Johnson,,"Allstate Financial Services, LLC Cleveland TN 79 Mouse Creek Rd NW",grantjohnson@allstate.com,,Salesforce
10817826,Inactive Investor,Russell Rickard,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,russell.rickard@primerica.com,,Salesforce
11255028,Inactive Investor,William Gilmore,Chief Compliance Officer;Member;President,"FCIG Wealth Management, LLC",,,Salesforce
11003209,Inactive Investor,Brandon Mcqueen,Branch Auditor,Edward Jones Las Vegas NV Private Residence,brandon.mcqueen@edwardjones.com,,Salesforce
11102451,Inactive Investor,Brandy Monasco,,J.P. Morgan Securities LLC Crowley TX 1001 S Crowley Rd,,,Salesforce
10933703,Inactive Investor,Jarod Bearinger,,Cetera Financial Specialists LLC Clearwater NE 403 Hwy 275,jarod.bearinger@ceterafs.com,,Salesforce
10981995,Inactive Investor,John Banke,,"Frost Brokerage Services, Inc.",john.banke@frostbank.com,,Salesforce
10876890,Inactive Investor,Sean Dugan,Financial Advisor,Edward Jones Henrico VA 1358 Gaskins Rd,sean.dugan@edwardjones.com,,Salesforce
11152601,Inactive Investor,Jorge Salas,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jorge.salas@jpmorgan.com,,Salesforce
155557,,Kipkoech Brian,,[Unknown],yenaztootazy@gmail.com,,
10781498,Inactive Investor,Ira Mark,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Jericho NY 2 Jericho Plz,ira.mark@morganstanley.com,,Salesforce
10977802,Inactive Investor,Arun Mani,,"Transamerica Financial Advisors, Inc Buffalo Grove IL 321 W Dundee Rd",arun.mani@tfaconnect.com,,Salesforce
11046509,Inactive Investor,Edward Forst,,Goldman Sachs & Co.,,,Salesforce
244434,,John Frank,Head of ETF Specialists,Invesco,john.frank@invesco.com,630 8687138,Manual List Upload
10587054,,Muhammad Rustam,,,fi3rust@gmail.com,,Web Form Fillout
9620250,,Dominique Davis,,,dominique@temerarii.com,,List import
11156200,Inactive Investor,Bridget Halpin,Registered Principal,"Ameriprise Financial Services, LLC New Durham NH 170 Pine Pt",bridget.halpin@ampf.com,,Salesforce
10896135,Inactive Investor,Joshua Ritz,Regional Manager,LPL Financial LLC Churchville MD Private Residence,joshua.ritz@lpl.com,,Salesforce
10761331,Inactive Investor,Timothy Orr,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",tim.orr@ml.com,,Salesforce
10783949,Inactive Investor,Jarred Anderson,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,jarred.anderson@fidelity.com,,Salesforce
10510548,,Michael Vila,Principal,Bellevue Asset Management,mikev@bellevueasset.com,,List Import
9597742,,Tho Pham Hoang,,,phamhoangtho@gmail.com,,List import
10876949,Inactive Investor,Tanya Olvera,Chief Compliance Officer,Verity Investment Partners,,,Salesforce
10800558,Inactive Investor,Mark Kritzman,Chief Executive Officer;Founding Partner;Member;Regulatory Contact,"Windham Capital Management, LLC",mkritzman@windhamcapital.com,,Salesforce
10912828,Inactive Investor,Nicholas Cummings,,Cetera Financial Specialists LLC Leola PA 49 E Main St,nick.cummings@ceterafs.com,,Salesforce
10644567,,Andrew Snow,,,asnow@rwbaird.com,,List Import
11116167,Inactive Investor,Dana Lightner,,"David Lerner Associates, Inc. Lawrence Township NJ 134 Franklin Corner Rd",,,Salesforce
9550846,,Jackson Peng,,,jackson.peng@point72.com,,List import
11076907,Inactive Investor,Thomas Elliott,,"Robinhood Financial, LLC",thomas.elliott@robinhood.com,,Salesforce
9613239,,Scott Edwards,,,scott.edwards@aamcompany.com,,List import
337918,,Ilya Pollak,Member,"Enlightenment Research, Llc",l@nln.ai,212-931-0666,Manual List Upload
10847762,Inactive Investor,George Richerson,Member;Partner;Wealth Advisor,"Southbridge Advisors, LLC",george@southbridgeadv.com,,Salesforce
11176666,Inactive Investor,Stephen Schlichter,Financial Advisor,"Independence Square Holdings, LLC",sschlichter@indsquare.com,,Salesforce
10816331,Inactive Investor,Jeffrey Parker,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10858785,Inactive Investor,Daniel Romick,Financial Advisor;Financial Professional;President,Money Concepts Capital Corp Findlay OH 101 W Sandusky St,dromick@moneyconcepts.com,,Salesforce
10935108,Inactive Investor,Dina Rebelo-Blake,,Purshe Kaplan Sterling Investments Fresno CA 5200 N Palm Ave,drebelo-blake@pksinvest.com,,Salesforce
10923902,Inactive Investor,Luke Suminski,Financial Advisor,"Ameriprise Financial Services, LLC McKinney TX 8751 Collin McKinney Pkwy",luke.suminski@ampf.com,,Salesforce
9645064,,Juan Barbenza,,,juanbarbenza@gmail.com,,List import
10866806,Inactive Investor,Christopher Michalek,Financial Advisor,LPL Financial LLC Athens GA 310 Cambridge Dr,christopher.michalek@lpl.com,,Salesforce
11127874,Inactive Investor,Campbell Wood,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,campbellwood.team@fidelity.com,,Salesforce
11197899,Inactive Investor,David Szelingowski,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",david.szelingowski@nm.com,,Salesforce
11026963,Inactive Investor,Kelly Mead,,PFS Investments Inc. Vancouver WA 601 Main St,kelly.mead@primerica.com,,Salesforce
10967797,Inactive Investor,Zhaoyi Xue,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,zhaoyi.xue@us.hsbc.com,,Salesforce
10988441,Inactive Investor,Nicholas Barden,,"Ameriprise Financial Services, LLC Reno NV 5520 Kietzke Ln",nicholas.barden@ampf.com,,Salesforce
10850452,Inactive Investor,Jeffrey St. Mary,Limited Partner;Managing Partner;Wealth Advisor,Prio Wealth LP,jstmary@priowealth.com,,Salesforce
11196740,Inactive Investor,Ellen Desarno,Retirement Planning Specialist,"Equitable Advisors, LLC Summit NJ 3 Beechwood Rd",ellen.desarno@equitable.com,,Salesforce
11045698,Inactive Investor,Duane Erickson,,"Mesirow Financial, Inc.",,,Salesforce
10942648,Inactive Investor,Violeta Montano,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,violeta_montano@vanguard.com,,Salesforce
9573634,,Peter Schoenfeld,,,pschoenfeld@psam.com,,List import
9620206,,Marc Morris,,,morris1895@aol.com,,List import
10849161,Inactive Investor,Robert Rodriguez,Chief Compliance Officer;Managing Member,"Concordia Wealth Management, LLC",,,Salesforce
10959276,Inactive Investor,Derek West,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,derek.west@fmr.com,,Salesforce
10978351,Inactive Investor,Cole Walton,Client Advisor;Director,"Freestone Capital Management, LLC",cwalton@freestonecapital.com,,Salesforce
10773784,Inactive Investor,David Gerrish,Financial Advisor,"Wells Fargo Clearing Services, LLC Warrenton VA 70 Main St",david.gerrish@wellsfargoadvisors.com,,Salesforce
10961528,Inactive Investor,Joe Bloxsom,Associate,Edward Jones Grosse Pointe MI 21115 Mack Ave,,,Salesforce
11048711,Inactive Investor,Nicholas Wright,Lead Advisor;Member;Partner,Avier Wealth Advisors,nick@avieradvisors.com,,Salesforce
11107657,Inactive Investor,Joseph Combest,Financial Advisor,Capstone Triton Financial Group Inc Duncan OK 45 N 9th St,,,Salesforce
11195429,Inactive Investor,John Barksdale,Owner;President;Private Wealth Manager,"Cherry Creek Financial Advisors, Inc. Denver CO 5415 W Iliff Dr",jbarksdale@cherrycreekfinancial.com,,Salesforce
10786072,Inactive Investor,Carlos Rodriguez,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,carlos.rodriguez@bnymellon.com,,Salesforce
9562468,,harry abel,,,harryabel62@gmail.com,,List import
10870006,Inactive Investor,Jeffrey Cox,,"Raymond James Financial Services, Inc. Atlanta GA 3333 Riverwood Pkwy SE",jeffrey.cox@raymondjames.com,,Salesforce
10828670,Inactive Investor,Robb Farr,,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",robb.farr@raymondjames.com,,Salesforce
11077965,Inactive Investor,Harry Mabbett,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11055978,Inactive Investor,Charles Heekin,Chief Compliance Officer;Managing Member;Managing Partner;President,Millennial Wealth Advisors,cheekin@millennialwa.com,,Salesforce
11126659,Inactive Investor,Yifei Wu,,Jefferies LLC,ywu@jefferies.com,,Salesforce
11136601,Inactive Investor,Craig Pluta,,"Raymond James Financial Services, Inc. Milwaukee WI 135 S 84th St",craig.pluta@raymondjames.com,,Salesforce
10982579,Inactive Investor,Kolton Jensen,,"Northwestern Mutual Investment Services, LLC Atlantic IA 327 Chestnut St",kolton.jensen@nm.com,,Salesforce
10775034,Inactive Investor,Robert Gaines,Account Executive;Complex Manager;Managing Director,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,robert.gaines@morganstanley.com,,Salesforce
10826268,Inactive Investor,Kathryn Peltz,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bismarck ND 1400 W Century Ave",,,Salesforce
10835334,Inactive Investor,Joseph Centra,,"Grove Point Investments, LLC Port Chester NY 2 International Dr",jcentra@hbeckinc.com,,Salesforce
11054187,Inactive Investor,Brendan Downard,,Edward Jones Sacramento CA 2580 Fair Oaks Blvd,,,Salesforce
11075465,Inactive Investor,Evan Windisch,Investment Advisor,Fisher Investments,,,Salesforce
10895501,Inactive Investor,Michael Becconsall,,"Raymond James Financial Services, Inc. Avon CT 70 E Main St",,,Salesforce
10811194,Inactive Investor,Jason Reback,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",jason.reback@rbc.com,,Salesforce
11069161,Inactive Investor,Raul Gutierrez,,Park Avenue Securities LLC,,,Salesforce
11153323,Inactive Investor,Olugbenga Adelaja,,Purshe Kaplan Sterling Investments,oadelaja@pksinvest.com,,Salesforce
10814457,Inactive Investor,Pamela Kamen,Senior Investment Associate,LPL Financial LLC San Diego CA 4747 Executive Dr,pamela.kamen@rbc.com,,Salesforce
10826315,Inactive Investor,Dylan Schoeben,Financial Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,dylan.newman@morganstanley.com,,Salesforce
9639719,,James Judge,,,jjudge@almanackip.com,,List import
10801337,Inactive Investor,Jeannie Balmes,Portfolio Associate,Morgan Stanley Oxnard CA 300 E Esplanade Dr,jeannie.balmes@morganstanley.com,,Salesforce
11165499,Inactive Investor,Meghan North,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",meghan.north@raymondjames.com,,Salesforce
10815569,Inactive Investor,Gregory McRoberts,Financial Services Professional,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",gmcroberts@financialguide.com,,Salesforce
10964274,Inactive Investor,Cameron Whiteside,,Fidelity Brokerage Services LLC,,,Salesforce
10488447,,James Spann,"Chief Compliance Officer, Deputy Chief Compliance Officer, Founding Partner, Managing Director",ESP Investment Advisors LLC,jim.spann@energyspectrum.com,,List Import
202292,,Federico Rodenas,,[Unknown],federico.rodenas@gmail.com,,source
11070992,Inactive Investor,Stan Leavitt,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",stan.leavitt@ampf.com,,Salesforce
10662135,,Regan Ryan,,,regan.ryan@envestnet.com,,List Import
11093916,Inactive Investor,David Kamine,Financial Advisor,Edward Jones Brookfield WI 3815 N Brookfield Rd,david.kamine@edwardjones.com,,Salesforce
11202034,Inactive Investor,Terrence Donoghue,,"Founders Financial Alliance, LLC Durham NC 4209 New Leaf Ln",terrence.donoghue@foundersfa.com,,Salesforce
10933820,Inactive Investor,Daniel Champagne,Financial Services Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
10970319,Inactive Investor,Tak Fung,,Citigroup Global Markets Inc.,,,Salesforce
9591273,,????????? ???????????,,,andrushkevich.20022@gmail.com,,List import
10758251,Inactive Investor,David Mraz,Chief Investment Officer;Owner;Shareholder,Mraz and Associates,david@mrazassociates.com,,Salesforce
10972583,Inactive Investor,Nathan Kaull,Associate,Robert W. Baird & Co. Incorporated,,,Salesforce
217561,,Terri Johnson,,[Unknown],terijhnsn@aol.com,,Direct
113138,,Bradley Miller,"Financial Planner, Financial Planning Coordinator","KFG Wealth Management, LLC",bmiller@korhorn.com,574-773-7968,
11052342,Inactive Investor,Joseph Grimaldi,,"Vanderbilt Securities, LLC Saint James NY 872 Middle Country Rd",,,Salesforce
9585505,,Steven Kreinik,,,skreinik@muzinich.com,,List import
11020320,Inactive Investor,Alexis Aymon Aubry,,Jefferies LLC,aaubry@jefferies.com,,Salesforce
10974559,Inactive Investor,Kenneth Farmer,,J.P. Morgan Securities LLC Dublin OH 6515 Sawmill Rd,kenneth.farmer@jpmorgan.com,,Salesforce
10933519,Inactive Investor,Lee Cox,Financial Advisor,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",lee.cox@valic.com,,Salesforce
10773343,Inactive Investor,Maria Nicholas,,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
9573641,,Mero Capo,,,mero.capo@pensionmark.com,,List import
11033461,Inactive Investor,Zachary Gasper,,"Northwestern Mutual Investment Services, LLC Loveland CO 1615 Foxtrail Dr",,,Salesforce
9541656,,Jack Hunt,,,jackhunt1717@gmail.com,,List import
10946857,Inactive Investor,Derek Lew,Financial Advisor,"Red Crane Wealth Management, LLC",derek@redcranewealth.com,,Salesforce
10976342,Inactive Investor,Nicolas Reyes,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",nicolas.reyes@gwrs.com,,Salesforce
10893891,Inactive Investor,Taylor Dunham,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,taylor.dunham@fidelity.com,,Salesforce
9612456,,Michael Stelmacki,,,mstelmacki@gofen.com,,List import
9648090,,Chuck Cumello,,,ccumello@essex.financial,,List import
9605318,,James Barnes,,,jbarnes@bmtc.com,,List import
11074390,Inactive Investor,Michael Samra,Investment Advisor,Fisher Investments,,,Salesforce
11185443,Inactive Investor,Bryan Chatman,,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
10760456,Inactive Investor,Stephen Murray,Senior Vice President - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,stephen.murray@ubs.com,,Salesforce
1002039,Inactive Investor,Todd Napoli,Founder & Fund Manager,Lion Star Family Fund,tnap@lionstarfund.com, +1 212 804 8785(816),
9544128,,Sonny Lin,,,slin@pillarpacific.com,,List import
11078643,Inactive Investor,Thomas Specht,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",thomas.specht@equitable.com,,Salesforce
11050694,Inactive Investor,Linda Cornish,,American Investors Company Fergus Falls MN 215 W Washington Ave,lcornish@aicrep.com,,Salesforce
10802637,Inactive Investor,Jay Gagne,,"Raymond James Financial Services, Inc. Indianapolis IN 6081 E 82nd St",jay.gagne@raymondjames.com,,Salesforce
9627762,,Krystian Wilczek,,,wilczekkrystian13@gmail.com,,List import
11025187,Inactive Investor,Parker Reynolds,Client Service Representative,"MML Investors Services, LLC Atlanta GA 7000 Peachtree Dunwoody Rd",,,Salesforce
10836688,Inactive Investor,Patrick Golden,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",patrick.s.golden@wellsfargoadvisors.com,,Salesforce
10394513,,Peter Pancare,,,peterpancare@gmail.com,,Web Form Fillout
10488974,,Bruce Bordelon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",bruce.j.bordelon@ampf.com,972-447-5197,List Import
9618895,,Samuel Nathans,,,sam.nathans@martingale.com,,List import
10897494,Inactive Investor,David Meagher,Senior Wealth Strategy Associate,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,david.meagher@ubs.com,,Salesforce
10772395,Inactive Investor,Robert Stiles,Director,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,bstiles@rwbaird.com,,Salesforce
10768602,Inactive Investor,Thomas Snow,,LPL Financial LLC Portland ME 426 Forest Ave,thomas.snow@lpl.com,,Salesforce
11095463,Inactive Investor,Timothy Norman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flower Mound TX 4281 Esplanade Pl",,,Salesforce
1001271,Inactive Investor,Dan DiGironimo,,Picton Mahoney Asset Management,ddigironimo@pictonmahoney.com,,
9573317,,Ronald Gribschaw,,,ron.gribschaw@cambridgesecure.com,,List import
10846560,Inactive Investor,Timothy Martin,,NYLIFE Securities LLC Decatur GA 1435 McLendon Dr,thmartin@ft.newyorklife.com,,Salesforce
11092435,Inactive Investor,Joseph Muzio,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
9578143,,Warren Epstein,,,leyrpa@aol.com,,List import
202850,,Joe Rubio,,[Unknown],bfnt8@protonmail.com,,Other
11043053,Inactive Investor,Tiffany Miller,Financial Advisor,Edward Jones Madison WI 6411 Mineral Point Rd,tiffany.miller@edwardjones.com,,Salesforce
11101365,Inactive Investor,Michaell Fleischman,,White Aspen Capital LLC,,,Salesforce
11165641,Inactive Investor,Ellen Bannen,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",ellen.bannen@wellsfargoadvisors.com,,Salesforce
10858568,Inactive Investor,Judith Benenati,,"Avantax Investment Services, Inc. Matawan NJ 196 Main St",,,Salesforce
10755624,Inactive Investor,Julie Logsden Mellor,Financial Advisor,LPL Financial LLC Las Vegas NV Private Residence,julie.mellor@lpl.com,,Salesforce
10931509,Inactive Investor,Carol Franklin,,"Independent Financial Group, LLC Fairport NY 345 Woodcliff Dr",,,Salesforce
11111490,Inactive Investor,Daniel Morales,Senior Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,daniel.morales@jpmorgan.com,,Salesforce
10790638,Inactive Investor,Reid Whitehurst,,"Wells Fargo Clearing Services, LLC Charlotte NC 13715 Conlan Cir",reid.whitehurst@wellsfargoadvisors.com,,Salesforce
11062358,Inactive Investor,David Bindelglass,,"FourStar Wealth Advisors, LLC Wayne NJ 1341 Hamburg Tpke",dbindelglass@fourstarwealth.com,,Salesforce
11233488,Inactive Investor,Mary Lloyd,,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",,,Salesforce
9636535,,Bradley Cougill,,,bcougill@iquest.net,,List import
11176061,Inactive Investor,John Giancaterino,,Cetera Advisor Networks LLC Whitehall PA 881 3rd St,,,Salesforce
9599230,,Matthew Hanson,,,matthew.hanson@adviceperiod.com,,List import
10968822,Inactive Investor,Pamela Fantoni,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
237364,, -,,[[Unknown]],82135385@qq.com,,Paid Social
10886213,Inactive Investor,Meylin Mauldin,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,meylinmauldin.team@fidelity.com,,Salesforce
11033107,Inactive Investor,Matthew Santangelo,Associate Financial Advisor,D.A. Davidson & Co. Spokane WA 601 W Main Ave,,,Salesforce
10809690,Inactive Investor,Erica Dekko,Financial Planner,LPL Financial LLC Kendallville IN 751 E North St,erica.dekko@lpl.com,,Salesforce
11204247,Inactive Investor,Abigail Bucholz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10812321,Inactive Investor,Jerald Ciekot,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cockeysville MD 303 International Cir",ciekotj@stifel.com,,Salesforce
11030979,Inactive Investor,Damon Butcher,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10798536,Inactive Investor,Michael Lloyd,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1 Altoona Pl",michael.h.lloyd@ampf.com,,Salesforce
11066165,Inactive Investor,Lisa Rucker,Financial Advisor;Senior Vice President,Morgan Stanley Memphis TN 6410 Poplar Ave,lisa.rucker@morganstanley.com,,Salesforce
10765111,Inactive Investor,Madelyn Verhaeghe,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",madelyn_verhaeghe@ml.com,,Salesforce
10968828,Inactive Investor,Wing Yi Sham,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11229296,Inactive Investor,Seth Paluck,Registered Client Service Associate,"Raymond James & Associates, Inc. Allentown PA 740 Hamilton St",seth.paluck@raymondjames.com,,Salesforce
10867065,Inactive Investor,Keven Graber,,Key Investment Services LLC Essex Junction VT 40 Pearl St,keven_graber@kisinvestments.com,,Salesforce
10819831,Inactive Investor,Eric Sharar,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,eric.sharar@edwardjones.com,,Salesforce
225603,, -,,[[Unknown]],billf228@gmail.com,,Initial Salesforce Import
10778594,Inactive Investor,Jack Hoehlein,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Wellesley Hills MA 112 Worcester St,jack.hoehlein@morganstanley.com,,Salesforce
11088875,Inactive Investor,Jordan Nelson,,"First Command Brokerage Services, Inc. El Paso TX 4712 Woodrow Bean",jlnelson@firstcommand.com,,Salesforce
10865331,Inactive Investor,David Mills,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",david.mills@valic.com,,Salesforce
10805657,Inactive Investor,Mohammad Akbar,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,masud.akbar@morganstanley.com,,Salesforce
11049501,Inactive Investor,Robert Williams,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",rwilliams@noblecapitalmarkets.com,,Salesforce
11167666,Inactive Investor,Vimal Mehta,,The Huntington Investment Company Zionsville IN 10925 N Michigan Rd,vimal.mehta@huntington.com,,Salesforce
10931686,Inactive Investor,William Smith,Associate Vice President;Private Wealth Advisor,"Ameriprise Financial Services, LLC Jonesboro AR 2520 Alexander Dr",william.smith@ampf.com,,Salesforce
11007001,Inactive Investor,Jeremy Wenzlow,,LPL Financial LLC Oconomowoc WI 1300 N Summit Ave,jeremy.wenzlow@lpl.com,,Salesforce
11126040,Inactive Investor,Brice Talley,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC Private Residence",brice.talley@tiaa.org,,Salesforce
11180407,Inactive Investor,Stephen Kapp,,"Osaic FA, Inc. Blue Bell PA 660 Sentry Pkwy",stephen.kapp@lfg.com,,Salesforce
371981,,Saeid Rezaei,,Iran,r.saeid@gmail.com,,Salesforce
11210267,Inactive Investor,Joshua Erb,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,joshua_erb@vanguard.com,,Salesforce
199294,,Peter Smith,,[Unknown],peters@kraken.com,,
11108837,Inactive Investor,Erik Anderson,Chief Compliance Officer;Owner;President;Secretary;Treasurer,"AtlasMark Financial, Inc.",,,Salesforce
11018977,Inactive Investor,Kimberly Malone,,PFS Investments Inc. Brooklyn NY 457 New Lots Ave,kimberly.malone@primerica.com,,Salesforce
10896990,Inactive Investor,Lucas Hoopes,Financial Advisor,Edward Jones Safford AZ 1491 W Thatcher Blvd,luke.hoopes@edwardjones.com,,Salesforce
11096357,Inactive Investor,Dalia Warren,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",dalia.warren@wellsfargoadvisors.com,,Salesforce
10791994,Inactive Investor,Stuart Romal,Financial Professional;Financial Services Professional,"MML Investors Services, LLC Whitney TX Private Residence",srromal@financialguide.com,,Salesforce
336661,,Julie Russo,Executive Assistant,"Roark Capital Management, Llc",jrusso@roarkcapital.com,404-591-5200,Manual List Upload
11099931,Inactive Investor,Kevin Brady,Owner,Jekada Financial Group,kbrady@jekadafinancial.com,,Salesforce
11056000,Inactive Investor,Marjorie Qualey,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,marjorie.qualey@jpmorgan.com,,Salesforce
9556774,,Michelle Hughes,,,michelle.hughes@suntrust.com,,List import
10995298,Inactive Investor,Justin Simon,,Morgan Stanley,,,Salesforce
10763981,Inactive Investor,D Potter,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",d.potter@wellsfargoadvisors.com,,Salesforce
9575438,,Jacob Potts,,,jpotts@dinuzzo.com,,List import
11135170,Inactive Investor,Trevor Musum,,Lincoln Investment Warren NJ 45 Mountain Blvd,tmusum@lincolninvestment.com,,Salesforce
9636394,,Javier Madariaga,,,jmadariaga@draguscapital.com,,List import
10988213,Inactive Investor,Shane Liddick,,"Cadaret, Grant & Co., Inc. Halifax PA 3733 Peters Mountain Rd",,,Salesforce
11058865,Inactive Investor,Patrick McCullough,,Cetera Advisor Networks LLC Wayland MI 110 W Superior St,lindsey.hall@cetera.com,,Salesforce
11051427,Inactive Investor,John Powell,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,john.r.powell@morganstanley.com,,Salesforce
10835748,Inactive Investor,Matthew Kreutz,,"Capitol Securities Management, Inc. Rochester NY 706 East Ave",mkreutz@capitolsecurities.com,,Salesforce
10657877,,Elayne Banks,,,elayne.banks@ceterafs.com,,List Import
10867858,Inactive Investor,William Going,Private Wealth Advisor,"Osaic FS, Inc. Houston TX 1502 Augusta Dr",,,Salesforce
10929429,Inactive Investor,Jacob Belshin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11113262,Inactive Investor,Stewart Shumrick,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11100082,Inactive Investor,Paul Fitzpatrick,,"Osaic Wealth, Inc. Southbury CT 100 Main St N",pfitzpatrick@osaicwealth.com,,Salesforce
10801139,Inactive Investor,Timothy Sieh,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",timothy_sieh@ml.com,,Salesforce
10786829,Inactive Investor,Robert Evans,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11034109,Inactive Investor,Gregory Floyd,,J.P. Morgan Securities LLC Elmsford NY 20 E Main St,gregory.floyd@jpmorgan.com,,Salesforce
11174704,Inactive Investor,Katrina Wiesenthal,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",katrina.wiesenthal@schwab.com,,Salesforce
11068866,Inactive Investor,Jose Magana,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",jose.magana@tfaconnect.com,,Salesforce
11128237,Inactive Investor,Jennifer Elms,Portfolio Associate,Morgan Stanley Plano TX 7500 Dallas Pkwy,jennifer.elms@morganstanley.com,,Salesforce
10172206,,Alex Padden,,,alexandre.padden@gmail.com,,Web Form Fillout
10879332,Inactive Investor,Davis Michaud,,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,,,Salesforce
4774211,,mik net,,,niweyo5601@fgvod.com,,Web Form Fillout
10887385,Inactive Investor,David Lenda,,"Cambridge Investment Research, Inc. Farmington MI 28555 Orchard Lake Rd",,,Salesforce
10973056,Inactive Investor,Katherine Luo,,Emerson Equity LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10952212,Inactive Investor,David Valenti,Managing Director,Virtue Asset Management LLC,,,Salesforce
9566501,,Edward Jacobson,,,ed.jacobson@glassjacobson.com,,List import
11122244,Inactive Investor,Jacob Brodt,,LPL Financial LLC Santa Rosa CA 2801 4th St,,,Salesforce
10769522,Inactive Investor,James Pucci,Senior Vice President - Investments,"Raymond James & Associates, Inc. Goshen NY 500 Canal St",james.pucci@raymondjames.com,,Salesforce
349093,,Sean Klimczak,Global Head Of Infrastructure,Blackstone Infrastructure Advisors L.l.c.,sean.klimczak@blackstone.com,212-583-5000,Manual List Upload
11115537,Inactive Investor,Kimberly Hughes,,"Wells Fargo Advisors Financial Network, LLC Terre Haute IN 2901 Ohio Blvd",,,Salesforce
9638417,,John Vaske,,,johnvaske@temasek.com.sg,,List import
11038785,Inactive Investor,Gregory Mueller,,"Parkland Securities, LLC Florence KY 6900 Houston Rd",gmueller@parklandrep.com,,Salesforce
10981506,Inactive Investor,William Ippolito,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",,,Salesforce
10814430,Inactive Investor,David Neubrander,,"Level Four Financial, LLC Hudson OH 7377 Lascala Dr",dneubrander@levelfourfinancial.com,,Salesforce
10811063,Inactive Investor,Linda Daines,,Goldman Sachs & Co.,linda.daines@gs.com,,Salesforce
11131027,Inactive Investor,Jack Butler,Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jack.butler@ml.com,,Salesforce
10899952,Inactive Investor,Douglas Koogler,Investment Advisor Representative,Kiplinger Wealth Advisors,,,Salesforce
9604523,,Danny Bushart,,,danny.bushart@gmail.com,,List import
10814212,Inactive Investor,Brett Schulz,Private Client Advisor,J.P. Morgan Securities LLC Hoffman Estates IL 2555 W Golf Rd,brett.schulz@jpmorgan.com,,Salesforce
9560204,,Ferrero Gu,,,ferrero1221@gmail.com,,List import
11109850,Inactive Investor,Jonathan Cunningham,Financial Advisor;Managing Member,LPL Financial LLC Birmingham AL 2908 Pump House Rd,jon.cunningham@lpl.com,,Salesforce
11061167,Inactive Investor,Christopher Mlynarczyk,Supervisory Principal,LPL Financial LLC Newark DE 5 Hunting Ct,christopher.mlynarczyk@lpl.com,,Salesforce
10812562,Inactive Investor,Michele Martin,President,Prosperity - An Eisneramper Company,,,Salesforce
48963,,Stephen Anderson,Investment Advisor,CFS Wealth Management,steve@cfswealth.com,478-471-1875,
10615472,,Bruce Kennedy,"Financial Advisor, First Vice President, Portfolio Management Director",,bruce.kennedy@morganstanley.com,,List Import
10987710,Inactive Investor,Randel Webster,,PFS Investments Inc. Redlands CA 721 Nevada St,randelwebster@primerica.com,,Salesforce
11009264,Inactive Investor,Jeffrey Southern,,"Kestra Investment Services, LLC Denver CO 1490 S Pearl St",,,Salesforce
9617285,,David Beckman,,,david.beckman@sasktel.net,,List import
11260964,Inactive Investor,Derek Woods,Financial Advisor,"IAMS Wealth Management, LLC",d.woods@iamswm.com,,Salesforce
10829675,Inactive Investor,Anna Troutman,Financial Advisor;First Vice President;Resident Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaufort SC 700 Bay St",danielle.troutman@ml.com,,Salesforce
10996744,Inactive Investor,Sabrina Hartley,Financial Advisor,Lincoln Investment Tallahassee FL 1410 Piedmont Dr E,shartley@lincolninvestment.com,,Salesforce
10945640,Inactive Investor,Yasmeen Darwiche,Wealth Management Analyst,Morgan Stanley,,,Salesforce
227881,,Jeffrey -,Senior Financial Advisor,Wells Fargo Advisors,jeffrey.willard@wellsfargoadvisors.com,,Advertising
10645420,,Christopher Silchuck,,,chris.silchuck@nm.com,,List Import
9637304,,AJ Bey,,,aj.bey@protonmail.com,,List import
337896,,Brendan Rogers,Partner,"Msd Partners, L.p.",brogers@msdpartners.com,212-303-1650,Manual List Upload
11105889,Inactive Investor,Leah Schug,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Roseville CA 1478 Stone Point Dr,leah.schug@morganstanley.com,,Salesforce
10841848,Inactive Investor,John Rothe,Chief Compliance Officer;Chief Executive Officer;Portfolio Manager,"Riverbend Investment Management, LLC Reston VA 1818 Library St",john.rothe@riverbendinvestments.com,,Salesforce
10604295,,Cynthia Selfridge,Advisor,Selfridge Financial,cindy@selfridgefinancial.com,6615877277,List Import
9613249,,Margot Kleinman,,,margot.kleinman@nuveen.com,,List import
10894356,Inactive Investor,Joanna Plage,Client Service Associate;Registered Client Service Associate,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",,,Salesforce
10949393,Inactive Investor,Beth Vicano,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",beth.vicano@tiaa.org,,Salesforce
9594751,,Sarah Pifer,,,spifer@hightoweradvisors.com,,List import
10965541,Inactive Investor,Josue Bampende,,"Stifel, Nicolaus & Company, Incorporated Southlake TX 550 Reserve St",,,Salesforce
11156454,Inactive Investor,Diego Infanzon,,J.P. Morgan Securities LLC Middle Village NY 7407 Eliot Ave,diego.infanzon@jpmorgan.com,,Salesforce
9590074,,Vijay Doshi,,,vijaydosh@gmail.com,,List import
217556,,Vince Birley,,"Vident Financial, LLC",vincebirley@gmail.com,,source
248314,,Konrad Desm?,Investment Intern,SURA Per?,konrad.desme@sura.pe,,Manual List Upload
9541967,,GeonKwang Lee,,,dlrjsrhkd@naver.com,,List import
10948583,Inactive Investor,Jeffrey Husak,,"Osaic Wealth, Inc. Northville MI 131 E Cady St",,,Salesforce
11129246,Inactive Investor,Fritz Camacho,,"Farmers Financial Solutions, LLC",fritz.camacho@farmersinsurance.com,,Salesforce
10798931,Inactive Investor,Michelle Harvey,Senior Portfolio Manager;Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,michelle.harvey@ubs.com,,Salesforce
10618154,,Emma Rodriguez-Ayala,,,erodriguez-ayala@arielinvestments.com,,List Import
9567607,,Ville Hemminki,,,villehemminki@hotmail.com,,List import
8028,,Shaoling -,,[[Unknown]],pinkpandaaada@gmail.com,,Initial Salesforce Import
188094,,Jeff Hays,Principal,"Cypress Capital, Llc",jeff@cypresscapital.com,615-467-6075,Manual List Upload
11134554,Inactive Investor,Matthew Hosken,Preferred Relationship Manager,"Fifth Third Securities, Inc. Reynoldsburg OH 7980 E Broad St",matthew.hosken@53.com,,Salesforce
11023173,Inactive Investor,Robert Janda,,"Wells Fargo Advisors Financial Network, LLC Loveland CO 1401 S Taft Ave",bob.janda@wellsfargoadvisors.com,,Salesforce
11023130,Inactive Investor,Arshdeep Kaur,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11074053,Inactive Investor,Gregory Papa,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD Private Residence",gregory_papa@ml.com,,Salesforce
10790812,Inactive Investor,Francis Naselli,Financial Professional,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10897888,Inactive Investor,Jordan Bastien,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",jordan.bastien@rbc.com,,Salesforce
10760667,Inactive Investor,Todd Hoeder,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",todd.hoeder@schwab.com,,Salesforce
10898732,Inactive Investor,Stanley Keating,,"Raymond James Financial Services, Inc. Avon CT 10 Tower Ln",stan.keating@raymondjames.com,,Salesforce
11130295,Inactive Investor,Janna Bernstein,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10812230,Inactive Investor,James Palmersheim,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,james.palmersheim@primerica.com,,Salesforce
9577752,,Michelle Paddock,,,ampadd1@yahoo.com,,List import
370676,,Jonathan Jacobs,,United States,jonjacobs95@gmail.com,,Google Natural Search
10845487,Inactive Investor,Douglas Schroeder,Financial Advisor,"Wells Fargo Clearing Services, LLC New Braunfels TX 877 Loop 337",douglas.b.schroeder@wellsfargo.com,,Salesforce
10806011,Inactive Investor,Joanna Logothetis,Private Client Investment Associate,J.P. Morgan Securities LLC Winnetka IL 851 Spruce St,joanna.n.logothetis@jpmorgan.com,,Salesforce
10812585,Inactive Investor,Jeffrey Orman,,Country Capital Management Company Saint Charles IL 2N710 Randall Rd,jeffrey.orman@countryfinancial.com,,Salesforce
11050680,Inactive Investor,Rachel Williams,,"MML Investors Services, LLC",,,Salesforce
10769451,Inactive Investor,Hugh Hines,Financial Representative,"Northwestern Mutual Investment Services, LLC Danville KY 121 E Main St",hugh.hines.iii@nm.com,,Salesforce
159484,,Matt Ohara,,[Unknown],oharamj@gmail.com,,Paid Social
11105336,Inactive Investor,Bradley Dillard,,SECU Brokerage Services Boone NC 410 New Market Blvd,bradley.dillard@ncsecu.org,,Salesforce
11163058,Inactive Investor,William Bissett,Chief Compliance Officer;Founder;Managing Member;President,"Portus Wealth Advisors, LLC",william@portusadvisors.com,,Salesforce
10488970,,David Hoppess,"Financial Advisor, Vice President","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",thor.hoppess@ampf.com,972-244-5781,List Import
10862271,Inactive Investor,John Wells,Analyst;Member;Regulatory Contact,Morris & Wells Wealth Management,jwells@morrisandwells.com,,Salesforce
11219314,,Jeffrey Eichel,,,jeffrey.eichel@ceterafs.com,,Other
10842556,Inactive Investor,Gordon Meltzer,,Cetera Advisor Networks LLC Olney MD 2907 Olney Sandy Spring Rd,meltzerg@ceteranetworks.com,,Salesforce
10859983,Inactive Investor,John Callan,Financial Consultant,LPL Financial LLC San Jose CA 1100 Lincoln Ave,john.callan@lpl.com,,Salesforce
10858580,Inactive Investor,Michael Thompson,Financial Advisor,"CUSO Financial Services, L.P. Springboro OH 770 Gardner Rd",,,Salesforce
11097020,Inactive Investor,Craig Cummings,Director;Partner;Shareholder,BCS Private Wealth Management Atlantic Highlands NJ 726 Kings Hwy E,craig@bcspwm.com,,Salesforce
11203281,Inactive Investor,Jennifer Hoey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",jennifer_hoey@ml.com,,Salesforce
9612033,,Amir Khandani,,,amir.khandani@mlp.com,,List import
11054361,Inactive Investor,Susan Bruno,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",susan.bruno@wellsfargoadvisors.com,,Salesforce
9560407,,Robert Edwards,,,redwards@valeofinancial.com,,List import
9887,,Nenad Jovanovic,,First Spring,njovanovic@firstspring.net,,
11173152,Inactive Investor,Michael Williams,Financial Advisor,Edward Jones Danielsville GA 438 Courthouse Sq,mike.williams@edwardjones.com,,Salesforce
11151545,Inactive Investor,Jalen Dagher,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,jalen.dagher@fidelity.com,,Salesforce
10827117,Inactive Investor,Scott Lindermann,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",,,Salesforce
10910628,Inactive Investor,Kwintone Houberg-Lawton,Investment Advisor Representative,Ignite Planners LLC South Jordan UT 10813 S River Front Pkwy,,,Salesforce
10822274,Inactive Investor,Tonya Griffith,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Lake Charles LA 2070 E Walnut St",tonya.griffith@wellsfargoadvisors.com,,Salesforce
10659708,,Patrick Spiedel,,,patrick.spiedel@fmr.com,,List Import
11040214,Inactive Investor,Jane Dansby,Investment Advisor Representative,"Mike Wolters & Associates, Ltd.",,,Salesforce
11110971,Inactive Investor,Todd Kimpel,Co-Founder;Financial Advisor;Owner,Commonwealth Financial Services,todd.kimpel@cfswv.com,,Salesforce
10926168,Inactive Investor,Andrew Bell,,"Raymond James Financial Services, Inc. Arkadelphia AR 408 Court St",blake.bell@raymondjames.com,,Salesforce
11063766,Inactive Investor,Kenneth Burr,Financial Advisor,Key Investment Services LLC Vandalia OH 205 E National Rd,kburr@kisinvestments.com,,Salesforce
10872224,Inactive Investor,Gary Cheyne,,Country Capital Management Company Klamath Falls OR 5031 S 6th St,gary.cheyne@countryfinancial.com,,Salesforce
10879250,Inactive Investor,Michael Rettinger,Private Wealth Advisor;Vice President,"KFA Private Wealth Group, LLC",mrettinger@kfapwg.com,,Salesforce
9587129,,Alex Slonczewski,,,alexnathanslonczewski@gmail.com,,List import
10768929,Inactive Investor,James Fegan,Agent,Park Avenue Securities LLC Rockville MD 9200 Corporate Blvd,,,Salesforce
11213483,Inactive Investor,Qiongying Ye,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",qiongying.ye@transamerica.com,,Salesforce
10778925,Inactive Investor,Marvin Robinson,Financial Advisor,Edward Jones Vermillion SD 23 Market St,curt.robinson@edwardjones.com,,Salesforce
10795930,Inactive Investor,John Green,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Roanoke VA 5104 Bernard Dr",john.green@wellsfargoadvisors.com,,Salesforce
10825383,Inactive Investor,Lisa Walsh,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,lisa.walsh@ubs.com,,Salesforce
10848474,Inactive Investor,Dennis Prout,,CG Advisory Services Traverse City MI 1040 E Front St,dennisp@mycgfinancial.com,,Salesforce
11201975,Inactive Investor,Thomas Ludwig,Financial Planner;President,"Stockbridge Private Wealth Management, LLC",tomludwig@stockbridgewealth.com,,Salesforce
10768564,Inactive Investor,Tanya Vess,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 3442 Orange Ave NE",tanya.vess@wellsfargo.com,,Salesforce
10897879,Inactive Investor,Nathaniel Branwall,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",nathaniel.branwall@ml.com,,Salesforce
10836916,Inactive Investor,John Hill,Vice President;Wealth Advisor,William Blair San Francisco CA 343 Sansome St,roberthill@williamblair.com,,Salesforce
10967748,Inactive Investor,Stephen Macintosh,Investment Advisor,"Argyle Capital Partners, LLC Santa Barbara CA 319 E Carrillo St",stephen@argylecapitalpartners.com,,Salesforce
11071424,Inactive Investor,Jeanine Guzzardi,Financial Advisor,PNC Investments Pittsburgh PA 118 Green Valley Rd,jeanine.guzzardi@pnc.com,,Salesforce
11151204,Inactive Investor,Judith Powell,,PFS Investments Inc. Houston TX 3200 Wilcrest Dr,,,Salesforce
10963119,Inactive Investor,Vanquilla Wilks,Chief Compliance Officer,"Nirvana Analytics, LLC Cleveland OH 1301 E 9th St",,,Salesforce
10915540,Inactive Investor,Andreas Harkort,Financial Advisor,Edward Jones Salt Lake City UT 1234 S 1100 E,andreas.harkort@edwardjones.com,,Salesforce
11133680,Inactive Investor,Taylor Thompson,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,taylor.thompson@ubs.com,,Salesforce
10766075,Inactive Investor,Matthew Conway,Assistant Vice President;Investment Consultant;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,matt.conway@msgraystone.com,,Salesforce
11010794,Inactive Investor,Daniel Anderegg,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
10896489,Inactive Investor,Robert Oliver,Financial Advisor,Edward Jones Feeding Hills MA 202 S Westfield St,bob.oliver@edwardjones.com,,Salesforce
10790863,Inactive Investor,Chris Wilker,Corporate Retirement Director;Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Troy MI 101 W Big Beaver Rd,chris.j.wilker@morganstanley.com,,Salesforce
11146411,Inactive Investor,Ileana Lepe,,Morgan Stanley Brea CA 10 Pointe Dr,ileana.chavez@morganstanley.com,,Salesforce
11009538,Inactive Investor,Orit Caspi,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",orit.caspi@globalinkusa.com,,Salesforce
11150118,Inactive Investor,Robert Searle,,"Kestra Investment Services, LLC Burlington MA 20 Mall Rd",robert.searle@kestrafinancial.com,,Salesforce
341887,,Rae Catrell,Business Manager,Stepp & Rothwell Inc,rcatrell@steppandrothwell.com,913-345-4800,Manual List Upload
11133893,Inactive Investor,Vito Roberto,,"Mutual of Omaha Investor Services, Inc. Los Angeles CA 10880 Wilshire Blvd",vg.roberto@mutualofomaha.com,,Salesforce
11081301,Inactive Investor,Rickie Sicro,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9571510,,PHUNG -,,,phung237337@gmail.com,,List import
10596124,,Jake Long,,,jake.long@ubs.com,,Web Form Fillout
11181908,Inactive Investor,Amy Gillen,,"ValMark Securities, Inc. Asheville NC 1127B Hendersonville Rd",,,Salesforce
3301885,,Dubyah Farrow,,,farrowwb@yahoo.com,,Web Form Fillout
11187153,Inactive Investor,Heather Bussey,,"Cambridge Investment Research, Inc. Morral OH Private Residence",,,Salesforce
9625378,,markus belser,,,markusbelser@hotmail.com,,List import
11033269,Inactive Investor,Matthew Bisping,,"Farmers Financial Solutions, LLC Bradley IL 300 N Kennedy Dr",mbisping@farmersagent.com,,Salesforce
10967685,Inactive Investor,Orviche Kantara,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10827356,Inactive Investor,Martin Lefty,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",marty.lefty@ampf.com,,Salesforce
11059099,Inactive Investor,Kellie Wise,Area Leader,Edward Jones,kellie.wise@edwardjones.com,,Salesforce
9551467,,Jagdish Pandya,,,cryptocurrencyasia@gmail.com,,List import
11129297,Inactive Investor,Corey Watson,,Cetera Investment Services LLC Newport News VA 11742 Jefferson Ave,corey.watson@ceterafs.com,,Salesforce
11011635,Inactive Investor,Brett Thompson,Compliance Services,LPL Financial LLC Olive Branch MS 6955 Goodman Rd,,,Salesforce
9547240,,Rod Roell,,,rod.roell@gmail.com,,List import
11096943,Inactive Investor,Joshua Canniff,Financial Advisor,AdvisorNet Wealth Partners Saint Paul MN 5985 Rice Creek Pkwy,jcanniff@advisornet.com,,Salesforce
11170937,Inactive Investor,Jeremiah Nguapha,,LPL Financial LLC Westerville OH 5005 Sunbury Rd,jeremiah.nguapha@lpl.com,,Salesforce
11139642,Inactive Investor,Edward Shaffer,Associate Financial Advisor,"Ameriprise Financial Services, LLC Mount Pleasant SC 709 Long Point Rd",edward.shaffer@ampf.com,,Salesforce
10955492,Inactive Investor,Marg Hanson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11167377,Inactive Investor,Agnes Williams,Client Service Associate;Senior Client Service Associate,Morgan Stanley Florence AL 201 S Court St,agnes.williams@morganstanley.com,,Salesforce
10859042,Inactive Investor,Joshua Robinson,Chief Compliance Officer;Co-Founder;Managing Director;Owner,PR Wealth Management Group,joshua@prwmg.com,,Salesforce
10646002,,Brent Viditz-Ward,,,brent.a.viditzward@jpmorgan.com,,List Import
9553182,,Grayson Deal,,,grayson@arborzen.com,,List import
213772,,nayram gasu,counsel,Government,gasu@nysenate.gov,,Content
10824029,Inactive Investor,Shane Snell,Financial Advisor;Senior Vice President,Morgan Stanley Yakima WA 3909 Castlevale Rd,shane.snell@morganstanley.com,,Salesforce
10785771,Inactive Investor,Brian Donohoe,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,brian.donohoe@morganstanley.com,,Salesforce
10822089,Inactive Investor,Stephen Kagawa,Investment Advisor Representative,"Syndicated Capital, Inc. Monrovia CA 825 S Primrose Ave",,,Salesforce
10979855,Inactive Investor,Frank Abreu,,"Madison Avenue Securities, LLC Honolulu HI 55 Merchant St",,,Salesforce
11136191,Inactive Investor,Anthony Delgado,Financial Advisor;First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",adelgado3@ml.com,,Salesforce
10931570,Inactive Investor,Aaron Tachon,Financial Advisor,"Harbour Investments, Inc. Stoughton WI 1321 E Main St",,,Salesforce
10872462,Inactive Investor,Jay Wolfe,,"Cambridge Investment Research, Inc. Frederick MD 3532 Urbana Pike",jwolfe@retirementplanninggrp.com,,Salesforce
10991611,Inactive Investor,Jelena McNicol,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jelena_mcnicol@vanguard.com,,Salesforce
10839647,Inactive Investor,Steven Rundle,,Cetera Advisor Networks LLC Billings MT 550 N 31st St,,,Salesforce
10620014,,Scott Bell,,,sbell@firstambank.com,,List Import
10772097,Inactive Investor,Shaena Carter,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",shaena_l_carter@ml.com,,Salesforce
10810045,Inactive Investor,Michael Patterson,Wealth Advisor,"Osaic Wealth, Inc. Milwaukee WI 7111 W Edgerton Ave",,,Salesforce
11136936,Inactive Investor,Cassio Domingues Neto,Director,Morgan Stanley New York NY 399 Park Ave,cassio.domingues.neto@morganstanley.com,,Salesforce
8480411,,FRANKLIN RAMIREZ,,CITI PERSONAL WEALTH MANAGEMENT,franklin.ramirez@citi.com,(305) 604-0225,List Import
11165363,Inactive Investor,James Feckner,Financial Planner;Financial Services Representative;Investment Advisor Representative,"Osaic Wealth, Inc. Clarksville TN Private Residence",jfeckner@osaicwealth.com,,Salesforce
10972337,Inactive Investor,Kalil Nicolas Brugal,,Citigroup Global Markets Inc.,,,Salesforce
10950829,Inactive Investor,Saqib Islam,,J.P. Morgan Securities LLC New York NY 29 Union Sq W,saqib.islam@chase.com,,Salesforce
10845292,Inactive Investor,Timothy Hansen,Vice President - Investments,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",tim.hansen@raymondjames.com,,Salesforce
10809637,Inactive Investor,Annette Hill,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",annette_hill@ml.com,,Salesforce
10907250,Inactive Investor,Morgan Walling,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
9638665,,Anastasia Di Carlo,,,adicarlo@quentinayers.com,,List import
11188728,Inactive Investor,Tamara Boviall,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Coeur D Alene ID 1221 W Emma Ave",tamara_boviall@ml.com,,Salesforce
9626119,,Gilles Regnier,,,gmregnier@shaw.ca,,List import
11171137,Inactive Investor,John Dallahan,Chief Compliance Officer,"Stone Oak Wealth Management, LLC",jdallahan@stoneoakwealth.com,,Salesforce
11084436,Inactive Investor,Michael Cave,President,"Cave, Inc.",,,Salesforce
10865450,Inactive Investor,James Anderson,,&Partners Memphis TN Private Residence,janderson@wileybros.com,,Salesforce
9609074,,Valentina Stansky,,,valentina@talismanalliance.com,,List import
10777534,Inactive Investor,Charles Foley,Chairman;Member,Estabrook Capital Management LLC,cfoley@estabrookcap.com,,Salesforce
11160588,Inactive Investor,Michelle Martin-Yoder,Financial Advisor,"Dempsey Lord Smith, LLC Carrollton GA 1418 Bankhead Hwy",michelle.martinyoder@dempseyi.com,,Salesforce
10917865,Inactive Investor,Jerome Anderson,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11065869,Inactive Investor,Fredy Leiva,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,fleiva@primerica.com,,Salesforce
10866915,Inactive Investor,Anthony Wolf,Financial Advisor;Vice President,Morgan Stanley Kennewick WA 8202 W Quinault Ave,,,Salesforce
9588986,,Rolf McCullagh,,,rolf@mccullagh.me,,List import
10614228,,Brett Fleckman,Financial Advisor,,brett.fleckman@wellsfargoadvisors.com,,List Import
11198706,Inactive Investor,Paul Rathbun,Financial Services Representative,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10990490,Inactive Investor,Cristian Garcia Padilla,,Edward Jones Rancho Mirage CA 40101 Monterey Ave,,,Salesforce
10877249,Inactive Investor,Katherine Baker,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11211012,Inactive Investor,Anthony Frei,Market Developer,Thrivent Investment Management Inc. Spokane WA 534 E Spokane Falls Blvd,anthony.frei@thrivent.com,,Salesforce
11064098,Inactive Investor,Emma Richardson-Brown,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11004766,Inactive Investor,Santiago Padruno,,"Alterna Securities, Inc.",,,Salesforce
10865408,Inactive Investor,Patrick Murphy,,State Farm VP Management Corp. Mokena IL 9405 Bormet Dr,patrickmurphy@statefarm.com,,Salesforce
10936929,Inactive Investor,Charles Shinneman,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Shinneman Wealth Group,charlie@shinnemanwg.com,,Salesforce
11009258,Inactive Investor,Sami Harper,,LPL Financial LLC Santa Monica CA 3027 Wilshire Blvd,sami.harper@lpl.com,,Salesforce
350431,,Akhil Bhatia,Research Analyst,"Point72 Asset Management, L.P.",akhil.bhatia@point72.com,1-646-569-8600,Initial Salesforce Import
10924613,Inactive Investor,Bridget Platania,,LPL Financial LLC Arlington Heights IL 2 W Northwest Hwy,bridget.platania@lpl.com,,Salesforce
11018263,Inactive Investor,Shelley Balik,,"Concourse Financial Group Securities, Inc.",shelley.balik@concoursefinancial.com,,Salesforce
11084769,Inactive Investor,Ronald Arrajj,,"Wells Fargo Advisors Financial Network, LLC Walnut Creek CA 500 Ygnacio Valley Rd",,,Salesforce
10963329,Inactive Investor,Chloe Xu,,"Transamerica Financial Advisors, Inc Flushing NY 3050 Whitestone Expy",chloe.xu@tfaconnect.com,,Salesforce
10811098,Inactive Investor,Roxane Rose,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",roxane_rose@ml.com,,Salesforce
11100419,Inactive Investor,Herbert Palm,Managing Member,"HMP Capital Management, LLC",,,Salesforce
11171764,Inactive Investor,Robert Hall,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Cream Ridge NJ Private Residence",robert.hall@ampf.com,,Salesforce
11180047,Inactive Investor,Travis Keeper,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,travis.keeper@fmr.com,,Salesforce
10914715,Inactive Investor,Arne Jacobsen,Investment Advisor Representative,"Harbour Investments, Inc. Rockford IL 3923 E State St",,,Salesforce
192349,,Karyn Frisina,,[Unknown],michaelfrisina91@gmail.com,,
10935697,Inactive Investor,Andrew Vanderschaaf,Member,Aspire Wealth,andrew@aspirewealthadvisory.com,,Salesforce
11195626,Inactive Investor,Bonnie Boyd,,"Kestra Investment Services, LLC Memphis TN 6525 N Quail Hollow Rd",,,Salesforce
10843813,Inactive Investor,Jessica Estes-Fleischmann,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Kansas City MO 9237 Ward Pkwy",jessica.estes@wellsfargoadvisors.com,,Salesforce
11184427,Inactive Investor,Leslie Seely,,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,leslie.seely@primerica.com,,Salesforce
10894283,Inactive Investor,Justin Bliggenstorfer,,James Capital Management LLC,,,Salesforce
10843934,Inactive Investor,Jeremy Swank,,"Kestra Investment Services, LLC Mansfield OH 1230 Lexington Ave",,,Salesforce
11036905,Inactive Investor,David Lucas,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",david.lucas@nm.com,,Salesforce
10786212,Inactive Investor,Colin Pyfrom,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Pleasant SC 962 Houston Northcutt Blvd",colin.pyfrom@schwab.com,,Salesforce
10955050,Inactive Investor,Kristin Lee,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10816451,Inactive Investor,Michael Lawhon,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",kevin.lawhon@nm.com,,Salesforce
345787,,Jeffrey Walkenhorst,"Member, Portfolio Manager","Copeland Capital Management, Llc",jwalkenhorst@copelandcapital.com,484-351-3700,Manual List Upload
10969913,Inactive Investor,Dylan Barker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11066618,Inactive Investor,James Hannigan,,"American Portfolios Financial Services, Inc. Hauppauge NY 700 Veterans Hwy",jhannigan@americanportfolios.com,,Salesforce
11154022,Inactive Investor,Derek Anthony,Branch Manager;Vice President,"Charles Schwab & Co., Inc. La Jolla CA 7777 Fay Ave",derek.anthony@schwab.com,,Salesforce
11100878,Inactive Investor,Marci Mustachio,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,marci.mustachio@morganstanley.com,,Salesforce
10002404,,Alan Cobourn,,,alancobourn@gmail.com,,Web form fillout
10656131,,Alicia Curtis,,,aliciacurtis@financialguide.com,,List import
9593793,,Kirby Fine,,,kfine@atlpartners.com,,List import
11055180,Inactive Investor,Matthew Gage,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10818116,Inactive Investor,David Tran,,"Wells Fargo Clearing Services, LLC Fremont CA 5191 Mowry Ave",david.tran@wellsfargoadvisors.com,,Salesforce
10763522,Inactive Investor,Mark Andrews,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",mandrews@massmutual.com,,Salesforce
11022624,Inactive Investor,Juan Salas Vazquez,,J.P. Morgan Securities LLC Waco TX 720 S 5th St,juan.salas-vazquez@jpmorgan.com,,Salesforce
1001563,Inactive Investor,Daniel Torcasi,,Pine Ridge Advisers,dan@pineridgeadvisers.com,,3rd Party Lead Gen
350932,,Blake Richardson,Vice President,"Centeroak Adviser, L.p.",brichardson@centeroakpartners.com,214-301-4201,Manual List Upload
11017726,Inactive Investor,Richard Sikorski,,"Raymond James Financial Services, Inc. Neptune Beach FL 442 3rd St",richard.sikorski@raymondjames.com,,Salesforce
11129766,Inactive Investor,Carlos Cruz,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,carlos_cruz@vanguard.com,,Salesforce
11141146,Inactive Investor,Jan Nilsen,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",jan.nilsen@valic.com,,Salesforce
9587008,,Denise Lollis,,,dlollis@greenwoodcapital.com,,List import
9553345,,John Shi,,,john@shopbzr.com,,List import
9620670,,John Doe,,,john.doe@hotmail.com,,List import
9582873,,Lisa Keeslar,,,lisa.keeslar@gmail.com,,List import
10884596,Inactive Investor,Hyatt Harper,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Hopkins MN 10417 Excelsior Blvd",hyatt.harper@mutualofomaha.com,,Salesforce
11017938,Inactive Investor,Jamella Decambre,,J.P. Morgan Securities LLC New York NY 530 5th Ave,jamella.decambre@jpmorgan.com,,Salesforce
11122999,Inactive Investor,Alison Warner-Williams,,"FBL Marketing Services, LLC Lake Havasu City AZ 1600 McCulloch Blvd N",alison.warner@fbfs.com,,Salesforce
374813,,Chuck Waddell,Managing Director,Partner Advisory Group,chuck@padvgrp.com,,Salesforce
10844778,Inactive Investor,David Karimian,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tulsa OK 2431 E 61st St",david.x.karimian@ampf.com,,Salesforce
9628712,,John Nelson,,,johnnelson276@gmail.com,,List import
10879852,Inactive Investor,Brandy Hale,,The Huntington Investment Company Huntington WV 919 5th Ave,brandy.hale@huntington.com,,Salesforce
9541211,,Gisela Munoz,,,gmunoz@massmutual.com,,List import
11104180,Inactive Investor,Jon Schuttinga,Financial Advisor,"Ameriprise Financial Services, LLC Denison IA 1408 Broadway",jon.schuttinga@ampf.com,,Salesforce
9562948,,Shola Ojelade,,,s.ojelade@portfolioadvisorypartners.com,,List import
11220049,,Julie Denham,,,julie@cainwatters.com,,Other
10786124,Inactive Investor,Amal Alibair,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,amal.alibair@gs.com,,Salesforce
10901054,Inactive Investor,Austin Konzen,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,austinkonzen.team@fidelity.com,,Salesforce
10876604,Inactive Investor,Daniel Fuller,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,daniel.fuller@fmr.com,,Salesforce
9616655,,Kenneth ward,,,kenneth.ward@reawardfarms.com,,List import
11087516,Inactive Investor,Joshua Wikman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joshua.wikman@fidelity.com,,Salesforce
9611516,,Alexis Monnet,,,alexis.mnt@hotmail.fr,,List import
11048167,Inactive Investor,Brandi Smith,,Key Investment Services LLC Plymouth IN 2701 N Michigan St,brandi_n_smith@keybank.com,,Salesforce
231756,,Chris -,,Aegis Advisors,chris.dallas@aegisfinancialadvisors.com,,
10928568,Inactive Investor,Tara Sharp,General Counsel,"Spring Mountain Capital, LP",,,Salesforce
10939788,Inactive Investor,Daniel Ayeh,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,daniel.ayeh@jpmorgan.com,,Salesforce
10844312,Inactive Investor,Cullen Roche,Chief Compliance Officer;Managing Member,"Orcam Financial Group, LLC Encinitas CA 824 Devonshire Dr",cullenroche@orcamgroup.com,,Salesforce
10996177,Inactive Investor,Brent Harder,,Seed Money Consulting,,,Salesforce
10963240,Inactive Investor,Max Rossiter,Financial Advisor,"Biltmore Wealth Management, LLC",m.rossiter@biltmorewealthaz.com,,Salesforce
10486840,,Ryan McDermott,,"Ameriprise Financial Services, LLC",ryan.mcdermott@ampf.com,,List Import
10968748,Inactive Investor,Andrew Hubbard,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
222930,,Martin Holbrook,,[Unknown],marty@mholbrook.com,,
10841859,Inactive Investor,Jonathan Payne,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Asheville NC 10 Brook St,travis.payne@opco.com,,Salesforce
11203537,Inactive Investor,Henry Portillo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,henry.portillo@fmr.com,,Salesforce
10894482,Inactive Investor,Michael Rudy,Founder;Owner;Principal,Wolakota Financial Advisors,,,Salesforce
10827003,Inactive Investor,Darla Miller,Client Service Manager,"Ameriprise Financial Services, LLC Brookfield WI 235 N Executive Dr",darla.miller@ampf.com,,Salesforce
11074084,Inactive Investor,Cheryl Duncan,,Edward Jones Naperville IL 263 Shuman Blvd,cheryl.duncan@edwardjones.com,,Salesforce
9616130,,Litle Robert,,,robert.litle@fmr.com,,List import
11053473,Inactive Investor,Grant Peterson,Financial Advisor,"Ameriprise Financial Services, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
527,,,,,paulwilliams@inbox-informant.com,,
11148738,Inactive Investor,Nicholas Dzielski,Financial Advisor,"Citizens Securities, Inc.",nicholas.dzielski@citizensbank.com,,Salesforce
9580167,,Jeremy Hunter,,,jeremy.hunter@smith.williamson.co.uk,,List import
10970640,Inactive Investor,Mariam Jan,,Vanguard Marketing Corporation,mariam_jan@vanguard.com,,Salesforce
10957391,Inactive Investor,Leo Renner,,Meritum Wealth Management LLC Dublin OH Private Residence,,,Salesforce
10920633,Inactive Investor,James Fitch,,"Benjamin F. Edwards & Company, Inc. Dalton GA 210 N Hamilton St",jr.fitch@benjaminfedwards.com,,Salesforce
10919067,Inactive Investor,Shawn Nelson,,"The Leaders Group, Inc.",,,Salesforce
344488,,Joseph Amato,Managing Member,Alexander Capital Wealth Management Llc,jamato@alexandercapitallp.com,212-687-5650,Manual List Upload
10494500,,Pamela Benningfield,"Chief Compliance Officer, Elected Manager, Vice President",Snowcap Capital Management,ebenningfield@goddardinvestments.com,,List Import
9635006,,Rand Folta,,,rfolta@blasset.com,,List import
10801520,Inactive Investor,Michael Becht,,"Next Financial Group, Inc. Depew NY 6430 Transit Rd",,,Salesforce
11084804,Inactive Investor,Benjamin Lawson,,Country Capital Management Company,ben.lawson@countryfinancial.com,,Salesforce
349112,,Boris Zhilin,Member Of Registrant,"Armor Advisors, L.l.c.",boris@armorcapital.com,646-873-8501,Manual List Upload
11089372,Inactive Investor,Erik Williams,,J.P. Morgan Securities LLC Upland CA 1905 N Campus Ave,erik.d.williams@jpmorgan.com,,Salesforce
9613528,,john kenny,,,johnkenny45@gmail.com,,List import
11171782,Inactive Investor,Guadalupe Rivera Murillo,,J.P. Morgan Securities LLC Garland TX 3200 Broadway Blvd,guadalupe.rivera-murillo@jpmorgan.com,,Salesforce
10763928,Inactive Investor,Jeffrey Lefave,Financial Advisor,Edward Jones Green Valley AZ 241 W Esperanza Blvd,jeff.lefave@edwardjones.com,,Salesforce
10759074,Inactive Investor,Kurt Burkhard,First Vice President;Wealth Advisor,Morgan Stanley San Francisco CA 101 California St,kurt.burkhard@morganstanley.com,,Salesforce
10784579,Inactive Investor,Andrew Hudson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",drew.hudson@ml.com,,Salesforce
10890284,Inactive Investor,Jason Vanclef,,"American Trust Investment Services, Inc. Los Angeles CA 8107 Loyola Blvd",j.vanclef@amtruinvest.com,,Salesforce
9603622,,Alex Verona,,,alexverona006@gmail.com,,List import
11135265,Inactive Investor,William Tavenner,,The Tavenner Company,bill@tavgroup.net,,Salesforce
11033412,Inactive Investor,Lisa Binkley,Senior Wealth Manager,Corient Saint Petersburg FL 100 2nd Ave S,lisa.binkley@corient.com,,Salesforce
10967368,Inactive Investor,Lillian Bird,Client Relationship Manager,"Ameriprise Financial Services, LLC Draper UT 12012 S 700 E",lillian.bird@ampf.com,,Salesforce
9589614,,Paul Martin,,,peckerwood865834@gmail.com,,List import
11042181,Inactive Investor,Devin Kind,Financial Advisor,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
6885441,,Brown sokhok,,,yeyaxe7239@youke1.com,,Web Form Fillout
11002764,Inactive Investor,Jalal Eljaouhari,,PFS Investments Inc. Las Vegas NV 7955 W Sahara Ave,jeljaouhari@primerica.com,,Salesforce
11149703,Inactive Investor,Robert Lane,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,robert.lane@fidelity.com,,Salesforce
10789154,Inactive Investor,Earl Berg,Chief Compliance Officer;Financial Advisor;Managing Member,Guardian Wealth Management,todd@investgwm.com,,Salesforce
10867637,Inactive Investor,Patricia Wojnarowski,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cerritos CA 19112 Gridley Rd",patti.wojnarowski@tfaconnect.com,,Salesforce
10853219,Inactive Investor,Russ Bell,Financial Advisor,LPL Financial LLC Jefferson City MO 700 Southwest Blvd,russ.bell@lpl.com,,Salesforce
9572893,,Frank Li,,,frankfli100@gmail.com,,List import
11007739,Inactive Investor,Ronda Huckaby,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",ronda.huckaby@equitable.com,,Salesforce
11084329,Inactive Investor,Michelle Florinchi,,"CUSO Financial Services, L.P. Kalamazoo MI 7200 Elm Valley Dr",mflorinchi@cusonet.com,,Salesforce
9578925,,Henry M,,,zzsuho@gmail.com,,List import
11206099,Inactive Investor,Leah Green,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",leah.green@ml.com,,Salesforce
11210191,Inactive Investor,James McCarthy,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",james.mccarthy@nm.com,,Salesforce
9127793,,Cath Rich,,,catherine.rich@gs.com,,List Import
10885415,Inactive Investor,Kenneth Rush,,Vanguard Marketing Corporation,kenneth_rush@vanguard.com,,Salesforce
11163773,Inactive Investor,Richard Powell,Financial Advisor,Edward Jones Palos Heights IL 12505 S Ridgeland Ave,rick.powell@edwardjones.com,,Salesforce
11185268,Inactive Investor,William Wood,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",william.wood@wellsfargoadvisors.com,,Salesforce
11099198,Inactive Investor,Alberto Siblesz,Chief Compliance Officer;Director,Scala Capital LLC,alberto@scala-capital.com,,Salesforce
217077,,Mario Loria,,[Unknown],marioploria+gssol@gmail.com,,
9598620,,Katherine Mach,,,kmach@laffertengler.com,,List import
10984378,Inactive Investor,Haroutyun Gekchyan,,J.P. Morgan Securities LLC Northridge CA 19500 Plummer St,haroutyun.gekchyan@chase.com,,Salesforce
222943,,Stephen Thomas,,[Unknown],doopiejus@yahoo.com,,
10841574,Inactive Investor,Peter Trammell,,"Calton & Associates, Inc. Houston TX 13111 Westheimer Rd",ptrammell@calton.com,,Salesforce
9588331,,Andrew Clinton,"Chief Executive Officer, Founder, Regulatory Contact","Clinton Investment Management, LLC",aclinton@clintoninvestment.com,,List import
11145673,Inactive Investor,James Theodore,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Potsdam NY 65 Market St,james.c.theodore@morganstanley.com,,Salesforce
11147570,Inactive Investor,Frank Dibartolo,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 200 S Sharon Amity Rd",frank.dibartolo@wellsfargo.com,,Salesforce
10918729,Inactive Investor,Terrance Tendler,,Cetera Advisor Networks LLC Sioux Falls SD 108 E 38th St,,,Salesforce
10603775,,Bruce Berkowitz,"Chief Investment Officer, Founder","Fairholme Capital Management, L.L.C.",bberkowitz@fairholme.net,,List Import
10832975,Inactive Investor,Paul Hart,Financial Advisor,"Ameriprise Financial Services, LLC Topsfield MA 22 S Main St",paul.j.hart@ampf.com,,Salesforce
11060321,Inactive Investor,Lee Lane,,NYLIFE Securities LLC Natchitoches LA 213 Renee St,lalane@ft.newyorklife.com,,Salesforce
10616359,,Keith Dronen,,,keith.dronen@lpl.com,,List Import
11159287,Inactive Investor,Misty Everette,,"Allstate Financial Services, LLC Scottsdale AZ 8399 E Indian School Rd",mistyeverette@allstate.com,,Salesforce
11036306,Inactive Investor,Robert Getts,,J.P. Morgan Securities LLC Nashville TN 2645 8th Ave S,robert.getts@jpmorgan.com,,Salesforce
10611285,,Matthew Kennelly,Financial Advisor,,matthew.x.kennelly@ampf.com,,List Import
9605802,,Grant Rawdin,,,grawdin@wescott.com,,List import
10978017,Inactive Investor,John Horsley,,William Blair Charlotte NC 101 S Tryon St,jhorsley@williamblair.com,,Salesforce
10768665,Inactive Investor,Craig Royes,,Morgan Stanley Miami FL 200 S Biscayne Blvd,craig.royes@morganstanley.com,,Salesforce
9570905,,Joel Friedman,,,jfriedman@wsadv.com,,List import
11146667,Inactive Investor,Elmo Cure,Financial Advisor,"Osaic Wealth, Inc. Plano TX 1255 W 15th St",tcure@royalallianceadvisors.com,,Salesforce
11201062,Inactive Investor,Alan Fleischauer,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10900 Wayzata Blvd",alan.fleischauer@ampf.com,,Salesforce
11255277,Inactive Investor,Robert Burkholder,Lead Advisor,Pandowealth. LLC,,,Salesforce
11173591,Inactive Investor,Natasha Jackson-Gorham,Financial Advisor,"Ameriprise Financial Services, LLC Columbia SC 1813 Pickens St",natasha.y.jackson@ampf.com,,Salesforce
9566682,,Jeffrey Hockert,,,jhockert@wealthenhancement.com,,List import
11103943,Inactive Investor,Joseph Stevens,Wealth Management Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10827673,Inactive Investor,Stanley Stockhammer,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",stanley.stockhammer@stifel.com,,Salesforce
10780556,Inactive Investor,Gerard Zell,Managing Director;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,gerard.zell@morganstanley.com,,Salesforce
10978967,Inactive Investor,Ryan Curran,,"MML Investors Services, LLC Parsippany NJ 1 Gatehall Dr",ryancurran@financialguide.com,,Salesforce
10658657,,Tonio Crudele,,,tony.crudele@aamlive.com,,List Import
10843366,Inactive Investor,Jeffrey Larkin,President;Regulatory Contact;Treasurer,"Financial Security Management, Inc",jlarkin@fsm-inc.com,,Salesforce
10868844,Inactive Investor,James Chiaro,Financial Advisor,LPL Financial LLC Scranton PA 124 S Blakely St,james.chiaro@lpl.com,,Salesforce
195563,,Bao Le,,[Unknown],1479481114@qq.com,,source
9578019,,jean claude danois,,,jeanclauded52@gmail.com,,List import
10974645,Inactive Investor,Brianne Brucker Derveloy,Chief Executive Officer;Investment Advisor Representative,The Wealth Consulting Group Dahlonega GA 81 Crown Mountain Pl,bbrucker-derveloy@wealthcg.com,,Salesforce
342225,, -,,[[Unknown]],3646540@hanmail.net,,
11155238,Inactive Investor,Diane Fredericks,,"Brokers International Financial Services, LLC. Saint Louis MO 231 N Bemiston Ave",dfredericks@brokersifs.com,,Salesforce
10611122,,Ari Linder,Financial Solutions Advisor,,mia.rella@ml.com,,List Import
10767589,Inactive Investor,Philip Maurer,Financial Advisor,"Raymond James & Associates, Inc. Cape Coral FL Private Residence",philip.maurer@raymondjames.com,,Salesforce
90861,,Dilip Khadka,,None,italinadilip@gmail.com,9851153825,Organic Search
248240,,Ersin Dalkali,Co-Founder,Struct Finance,ersin.dalkali@protonmail.com,,Manual List Upload
11115916,Inactive Investor,Jay Corson,,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",,,Salesforce
11068688,Inactive Investor,Robert Dicarlo,Financial Advisor,"Cole Wealth Management, LLC",rdicarlo@colewealth.com,,Salesforce
9588423,,?ukasz Waszczuk,,,lukasz@waszcz.uk,,List import
11047396,Inactive Investor,Russell Blahetka,,"Tempus Wealth Planning, LLC",rblahetka@tempuswp.com,,Salesforce
9547017,,David Rowe,,,drowe@crowncapitalsecurities.com,,List import
11107721,Inactive Investor,Allen Trim,Chief Compliance Officer;Partner;Portfolio Manager,Blue Summit Wealth Management,allen@bluesummitwealth.com,,Salesforce
10881786,Inactive Investor,Jonathan Khalavsky,,"Prospera Financial Services, Inc. New York NY 1185 Avenue of the Americas",jonathan.khalavsky@prosperafinancial.com,,Salesforce
11123776,Inactive Investor,Eric Schoonover,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Rancho Mirage CA 71939 Hwy 111,eric.schoonover@chase.com,,Salesforce
11058476,Inactive Investor,Clare Nolan,,Tocqueville Securities L.P.,cnolan@tocqueville.com,,Salesforce
11023051,Inactive Investor,Ryan Bergstrom,,"Geneos Wealth Management, Inc.",,,Salesforce
11071718,Inactive Investor,Habib Yousefzadeh,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",habib.yousefzadeh@ml.com,,Salesforce
9561818,,Jerzy Fila,,,jjfila@gmail.com,,List import
10789208,Inactive Investor,Bernadette Welsh,,PFS Investments Inc. Tempe AZ 2245 W University Dr,bernadette.welsh@primerica.com,,Salesforce
10775868,Inactive Investor,Julianna Rodewald,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington WI 2600 Browns Lake Dr",julianna_rodewald@ml.com,,Salesforce
10802704,Inactive Investor,Chad Dalson,Executive Vice President - Investments,Janney Montgomery Scott LLC Canonsburg PA 375 Southpointe Blvd,cdalson@janney.com,,Salesforce
10871173,Inactive Investor,Stephanie Bessette,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9628022,,Nollaig O Conghaile,,,nollaigoconghaile@gmail.com,,List import
11027654,Inactive Investor,Stephen Rowley,,"American Wealth Management, Inc.",stephenrowley@awminc.biz,,Salesforce
9617146,,dam ok,,,boviki7975@gpipes.com,,List import
11000542,Inactive Investor,Daniel Rosenthal,Premier Banker,"Wells Fargo Clearing Services, LLC Houston TX 2005 Taylor St",,,Salesforce
10993521,Inactive Investor,Michael O'Brien,Financial Advisor,LPL Financial LLC Little Rock AR 5507 Ranch Dr,michael.o-brien@lpl.com,,Salesforce
11129412,Inactive Investor,Bennett Firestein,Managing Director,Morgan Stanley New York NY 1585 Broadway,ben.firestein@morganstanley.com,,Salesforce
11043734,Inactive Investor,Thomas Thives,Complex Branch Manager,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",thivest@stifel.com,,Salesforce
9614235,,Matthew Dubras,,,mdubras@phn.com,,List import
11044249,Inactive Investor,Preston Duppins,Financial Advisor;Financial Planning Specialist,Morgan Stanley Tampa FL 100 N Tampa St,preston.duppins@morganstanley.com,,Salesforce
11029444,Inactive Investor,Patrick Gilbert,Financial Advisor,"Harbour Investments, Inc. Battle Creek MI 15 Capital Ave NE",,,Salesforce
9609273,,zichuan zhu,,,maximoralez1991@gmail.com,,List import
11217496,,David Beaver,,,david.beaver@raymondjames.com,,Other
11056728,Inactive Investor,Aaron Gennuso,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11105410,Inactive Investor,Shane Shimatsu,Financial Advisor,Edward Jones Aiea HI 98-211 Pali Momi St,shane.shimatsu@edwardjones.com,,Salesforce
157487,,Joseph Gibson,,[Unknown],dannyg8830@gmail.com,,
9547900,,Shuangquan Zhao,,,shuangquanz@gmail.com,,List import
217457,,Justin Hillstrom,Senior Sales Executive,SS&C Rendezvous,justin.hillstrom@sscinc.com,,
7046980,,Sammie Sammie,,,hcbomnfj@eurokool.com,,Web Form Fillout
11031235,Inactive Investor,Ruvin Levavi,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",rlevavi@htk.com,,Salesforce
11141809,Inactive Investor,Emily Page,Financial Advisor Associate;Financial Planning Specialist,Morgan Stanley West Hartford CT 433 S Main St,emily.page@morganstanley.com,,Salesforce
10864829,Inactive Investor,Edward Shelley,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
248378,,Delia Matos Alva,Economia,UNMSM,deliaisabelmatosalva.99@gmail.com,,Manual List Upload
11180865,Inactive Investor,Marcus Cisneros,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10930295,Inactive Investor,Monique Cabral,,"Allstate Financial Services, LLC San Jose CA 1630 Oakland Rd",moniquecabral@allstate.com,,Salesforce
9598479,,Jonathan Schildgen,,,schildgen@gmail.com,,List import
11071935,Inactive Investor,Yun-Han Huang,,J.P. Morgan Securities LLC San Diego CA 3433 Del Mar Hts Rd,yun-han.huang@jpmorgan.com,,Salesforce
11194996,Inactive Investor,Michael Buenaflor,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9637055,,Scott Kreitz,,,skreitz@millingtonsecurities.com,,List import
9644149,,Leo Convery,,,leocmvy@gmail.com,,List import
10988581,Inactive Investor,Marcela Criscuolo,,Bradesco Investments Inc.,,,Salesforce
10982636,Inactive Investor,Lewis Wilcox,,"Saybrus Equity Services, LLC Hilliard OH Private Residence",lwilcox@saybruspartners.com,,Salesforce
10856544,Inactive Investor,Craig Hardy,,The O.N. Equity Sales Company Gray TN Private Residence,,,Salesforce
10767108,Inactive Investor,Joseph Smith,Financial Advisor,LPL Financial LLC Woodland Hills CA 6303 Owensmouth Ave,joseph.m.smith@lpl.com,,Salesforce
10832387,Inactive Investor,Robert Hoffman,,Snowden Account Services LLC Pasadena CA 225 S Lake Ave,rhoffman@snowdenlane.com,,Salesforce
10800414,Inactive Investor,Dyan Goodwin,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",dyan.m.goodwin@bofa.com,,Salesforce
10823258,Inactive Investor,Duane Lipps,Investment Advisor Representative,"Equity Services, Inc. Cleveland OH 1422 Euclid Ave",lipps_duane@nlvmail.com,,Salesforce
10990158,Inactive Investor,Bryan Rodriguez,Relationship Banker,"Wells Fargo Clearing Services, LLC West Valley City UT 3691 S Constitution Blvd",,,Salesforce
9563687,,Robert Trudo,,,robert.trudo@valic.com,,List import
249138,,John McGaw,CEO,Golden Oryx,johnmcgaw@goldenoryx.net,,Manual List Upload
10804232,Inactive Investor,Leavenworth Ferrell,Director;Investment Associate;Senior Vice President - Investments,Davenport & Company LLC,wferrell2@investdavenport.com,,Salesforce
10775993,Inactive Investor,William Stigall,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",bill.stigall@wellsfargoadvisors.com,,Salesforce
10992181,Inactive Investor,Susanqi Jiang,,Citigroup Global Markets Inc.,,,Salesforce
10811086,Inactive Investor,Brett Berrier,Financial Advisor;Managing Director,Morgan Stanley Winston-Salem NC 100 N Main St,brett.l.berrier@morganstanley.com,,Salesforce
11178322,Inactive Investor,Gladys Givens-Barber,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,gladys.barber@primerica.com,,Salesforce
11037429,Inactive Investor,Eric Sechman,,"Cambridge Investment Research, Inc. Harvard MA 249 Ayer Rd",,,Salesforce
11039722,Inactive Investor,Armando Cruz,Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,acruz@rwbaird.com,,Salesforce
11087824,Inactive Investor,Manuel De Leon,,J.P. Morgan Securities LLC New York NY 2824 Broadway,manuel.deleon@jpmorgan.com,,Salesforce
11190668,Inactive Investor,Annette Reed,Financial Advisor,Edward Jones Hilliard OH 3535 Fishinger Blvd,annette.reed@edwardjones.com,,Salesforce
11179762,Inactive Investor,Jeff Wong,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",jeff.y.wong@nm.com,,Salesforce
10886767,Inactive Investor,Joseph Kinahan,,"TastyTrade, Inc.",,,Salesforce
230506,, -,,[[Unknown]],wjdgjs1226@gmail.com,,Organic Search
11174676,Inactive Investor,Tiffany Holman,Financial Representative;Securities Representative,"Principal Securities, Inc. Elkhorn NE 18205 Capitol Ave",holman.tiffany@principal.com,,Salesforce
10976576,Inactive Investor,Jonathan Belter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jonathan.belter@fidelity.com,,Salesforce
10881012,Inactive Investor,James Budzyn,,"Cambridge Investment Research, Inc. Glenview IL 1741 Monterey Dr",,,Salesforce
10835730,Inactive Investor,Lauren Gotay,Client Service Associate,"Raymond James & Associates, Inc. West Hartford CT 433 S Main St",lauren.gotay@raymondjames.com,,Salesforce
9626617,,Stephen Dunn,,,stevodunn@btinternet.com,,List import
9617577,,Matthew Hughes,,,matthew.hughes@oneequity.com,,List import
10826863,Inactive Investor,Patricia Maddox,,"Avantax Investment Services, Inc. Tiki Island TX Private Residence",,,Salesforce
10813656,Inactive Investor,Kemal Hall,,"Larson Financial Securities, LLC Pompano Beach FL 5300 W Hillsboro Blvd",,,Salesforce
11229913,Inactive Investor,Sherry Pletcher,,"Northwestern Mutual Investment Services, LLC Morgantown WV 1053 Maple Dr",,,Salesforce
11130575,Inactive Investor,David Powell,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",david.powell@ampf.com,,Salesforce
11110771,Inactive Investor,Lindsay Gordon,,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",lindsayquist@wellsfargoadvisors.com,,Salesforce
9562308,,Jeffrey Bernfeld,,,jeff.bernfeld@greenspringadvisors.com,,List import
9588638,,Grady Laurie,,,glaurie@recordcm.com,,List import
10837638,Inactive Investor,Steven Economopoulos,Chief Compliance Officer;Managing Member;President,Econ Wealth Management,secon@econwealth.com,,Salesforce
10760963,Inactive Investor,Daniel Nelson,Private Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",daniel_r_nelson@ml.com,,Salesforce
11124183,Inactive Investor,Andrew Glover,,"Northwestern Mutual Investment Services, LLC Petoskey MI 113 Howard St",,,Salesforce
10828347,Inactive Investor,Mauricio Ramirez,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",mauricio.ramirez@wellsfargo.com,,Salesforce
9545032,,zheng lee,,,29176048@qq.com,,List import
10948096,Inactive Investor,Glaister Welsh,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Calabash Asset Management, LLC North Potomac Md MD Private Residence",,,Salesforce
11152109,Inactive Investor,Gillian Jean-Marie,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10844615,Inactive Investor,Aubrey Onkst,Financial Advisor,Edward Jones Pikeville KY 171 Hibbard St,a.o.onkst@edwardjones.com,,Salesforce
11187687,Inactive Investor,Chenyu Li,,Goldman Sachs & Co.,,,Salesforce
11089288,Inactive Investor,Christina Ridgeway,,PFS Investments Inc. Newtown PA 842 Durham Rd,cridgeway@primerica.com,,Salesforce
11204443,Inactive Investor,Mark Johnson,,Western Wealth Management LLC Denver CO 1546 N Williams St,,,Salesforce
9636629,,Therisa George,,,tgeorge@australispartners.com,,List import
10919573,Inactive Investor,Eric Chaney,Financial Advisor,Commonwealth Financial Network Bellevue WA 11911 NE 1st St,echaney@commonwealth.com,,Salesforce
11189309,Inactive Investor,Jeffrey Hedberg,,LPL Financial LLC Ft. Myers FL Private Residence,jeffrey.hedberg@lpl.com,,Salesforce
10939776,Inactive Investor,Chandeep Chadha,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
9563089,,Sagara Wijesinghe,,,wsagara2000@gmail.com,,List import
9553393,,Terence Dacunha,,,tdacunha@seia.com,,List import
9620398,,Altynbek Iskakov,,,mughni17@gmail.com,,List import
10886337,Inactive Investor,Paris Manis,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,paris.manis@morganstanley.com,,Salesforce
11148659,Inactive Investor,John Pellosie,Financial Planning Specialist,Commonwealth Financial Network Allentown PA 3440 Hamilton Blvd,jpellosie@commonwealth.com,,Salesforce
11171340,Inactive Investor,Ashley Martin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ashley_martin@vanguard.com,,Salesforce
9542493,,YURI MUSHKIN,,,yuri@blockfi.com,,List import
11196179,Inactive Investor,Michael Burns,Financial Professional,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",michael.burns@tfaconnect.com,,Salesforce
11202805,Inactive Investor,John Keeney,Managing Director;Partner,"Beacon Pointe Advisors, LLC Columbia MD 6811 Benjamin Franklin Dr",jkeeney@beaconpointe.com,,Salesforce
11033277,Inactive Investor,Christopher Lopez,,PFS Investments Inc. Rancho Cucamonga CA 9330 Baseline Rd,,,Salesforce
1758166,,Earl Pay,,,earlpay0@gmail.com,,
10931435,Inactive Investor,Robert Tuschinski,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
10800358,Inactive Investor,Kenneth Nugent,Account Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,kenneth.nugent@ubs.com,,Salesforce
11142828,Inactive Investor,Elizabeth Deutch,Private Wealth Advisor,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",elizabeth.k.deutch@ampf.com,,Salesforce
10754335,Inactive Investor,Mark Fernandez,Client Advisor;Director;Owner;Principal,R M Davis Inc,mfernandez@rmdavis.com,,Salesforce
10657175,,Shu-Han Su,,,shu-han.su@tfaconnect.com,,List Import
351063,,Beverly Schaaf,Executive Assistant,Regency Wealth Management,bschaaf@regencywealth.com,201-447-5850,Manual List Upload
118931,,Joseph Deitch,Chairman,Commonwealth Financial Network,jdeitch@commonwealth.com,781-736-0700,Manual List Upload
11179578,Inactive Investor,John Sartini,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,john.sartini.jr@morganstanley.com,,Salesforce
10963110,Inactive Investor,Garret Gotaas,,LPL Financial LLC Farmington MI 22981 Farmington Rd,garret.gotaas@lpl.com,,Salesforce
11053539,Inactive Investor,Salvador Sanchez,Investment Advisor,"View Capital RIA, LP",ssanchez@view-cap.com,,Salesforce
9618952,,Jeffrey Ryan,,,jeffrey.ryan@citadel.com,,List import
169595,,Matthew Lloyd,,[Unknown],matthew.j.lloyd@mac.com,,
10979525,Inactive Investor,Courtney Fraser,Wealth Manager,"Marotta Wealth Management, Inc.",,,Salesforce
10777245,Inactive Investor,Tracy Aufleger,Private Wealth Advisor,"Ameriprise Financial Services, LLC Suwanee GA 3325 Paddock Pkwy",tracy.g.aufleger@ampf.com,,Salesforce
10819853,Inactive Investor,Alexandra Jamieson,Financial Advisor,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,alexandra.jamieson@ubs.com,,Salesforce
11188518,Inactive Investor,Tia McNamara,Financial Advisor,"Ameriprise Financial Services, LLC Charlestown MA 10 City Sq",tia.mcnamara@ampf.com,,Salesforce
10864792,Inactive Investor,Lauren Mccaffrey,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11233038,Inactive Investor,Owen Jefferies,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11137843,Inactive Investor,Juan Ibarra,Financial Advisor,Edward Jones Wenatchee WA 1737 N Wenatchee Ave,juan.ibarra@edwardjones.com,,Salesforce
11182009,Inactive Investor,Eric Hanson,,"FBL Marketing Services, LLC West Des Moines IA 4401 Westown Pkwy",eric.hanson@fbfs.com,,Salesforce
11125131,Inactive Investor,Valmira Frasheri,,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",,,Salesforce
11017715,Inactive Investor,Eric Mayer,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10934456,Inactive Investor,Gregory Clingerman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 8153 Garnet Dr",gregory.clingerman@tfaconnect.com,,Salesforce
10839662,Inactive Investor,Lanny Barbee,President,"Meridian Investment Management, Inc.",,,Salesforce
10830054,Inactive Investor,Katherine Almerico,,Park Avenue Securities LLC Metairie LA 3300 W Esplanade Ave S,katherine_almerico@glic.com,,Salesforce
11114055,Inactive Investor,Andrew Krochalk,Financial Consulting,"TIAA-CREF Individual & Institutional Services, LLC East Lansing MI 4660 S Hagadorn Rd",andrew.krochalk@tiaa.org,,Salesforce
10757744,Inactive Investor,Brad Holland,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 1080 Jordan Creek Pkwy",brad.s.holland@ampf.com,,Salesforce
11088661,Inactive Investor,Jeffery Sprague,,Cetera Advisors LLC Franklin MI 30150 Telegraph Rd,,,Salesforce
206836,,Gregory Young,Chief Investment Officer,Rtd Financial Advisors Inc,gyoung@rtdfinancial.com,215-557-3800,Organic Search
9543487,,Serg T,,,tsvmotors85@gmail.com,,List import
10951757,Inactive Investor,Edward Scislow,,"Allstate Financial Services, LLC Burnsville MN 12904 Nicollet Ave",edwardscislow@allstate.com,,Salesforce
9616411,,Derek Zelenka,,,derekzelenka@gmail.com,,List import
9572701,,Arnolds Polic?ns,,,arnoldspolicans@inbox.lv,,List import
11009490,Inactive Investor,Borys Senyk,,"Transamerica Financial Advisors, Inc Burlingame CA 500 Airport Blvd",borys.senyk@tfaconnect.com,,Salesforce
11022129,Inactive Investor,Jorge Morales,,Santander Securities LLC East Elmhurst NY 7581 31st Ave,,,Salesforce
9587870,,John Hart,,,john@hayeshartcpa.com,,List import
10825730,Inactive Investor,Louis Cappitelli,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",louis.cappitelli@ml.com,,Salesforce
9591356,,Byungseok Seo,,,luvme58@gmail.com,,List import
10646863,,Edward Meracle,,,dale.meracle@lpl.com,,List Import
9644495,,Mahesh Patel,,,zimuma@gmail.com,,List import
9588627,,Michael Botlo,,,michi@quantbot.com,,List import
11132089,Inactive Investor,Luke Bertke,Advisor,Brookstone Capital Management LLC Sidney OH 1441 Saint Marys Rd,,,Salesforce
9641930,,Herbert Cayzer,,,hcayzer@namcorp.com,,List import
10865073,Inactive Investor,Martin Harban,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",martin.harban@ml.com,,Salesforce
11000579,Inactive Investor,Patrick Crowley,,Oppenheimer & Co. Inc. Newport Beach CA 620 Newport Center Dr,patrick.crowley@opco.com,,Salesforce
95774,,Ran Neuner,,OnChain Capital,ran@onchaincapital.io,,Organic Search
346587,,Steve Ross,"Registered Representative, Investment Advisor Representative, Signator","Heritage Financial Network, Inc.",sross@heritagefn.com,978-371-2954,Manual List Upload
11219574,,Thomas Preusker,,,thomas.preusker@cunamutual.com,,Other
9570521,,Robert Citrone,,,citrone@discap.com,,List import
9563963,,Darin Alexander,,,darin.alexander@voyafa.com,,List import
11045571,Inactive Investor,Neil Wilkinson,Investment Advisor Representative,"Osaic Wealth, Inc. Oelwein IA 903 N Frederick Ave",,,Salesforce
11012939,Inactive Investor,Corey Thacker,,"MML Investors Services, LLC Burlington VT 65 Main St",,,Salesforce
10646848,,Todd Gleason,,,todd.gleason@lpl.com,,List Import
11007224,Inactive Investor,Deborah Emans,,PFS Investments Inc. Saint George UT 135 N 900 E,demans@primerica.com,,Salesforce
9589889,,Conor McDonnell,,,conor@azoracapital.com,,List import
11039626,Inactive Investor,Alexander Colon,,"Citizens Securities, Inc.",alexander.colon@citizensbank.com,,Salesforce
11096458,Inactive Investor,Eddie Watson,,PFS Investments Inc. Brooklyn NY 77 Sands St,eddie.watson@primerica.com,,Salesforce
10879982,Inactive Investor,Charmaine Daley,,J.P. Morgan Securities LLC New York NY 51 W 51st St,charmaine.a.daley@chase.com,,Salesforce
11001380,Inactive Investor,Charlotte Quillian,Financial Advisor,LPL Financial LLC Seattle WA 2001 6th Ave,charlotte.quillian@lpl.com,,Salesforce
11031441,Inactive Investor,Caleb Wells,,J.P. Morgan Securities LLC Loganville GA 3975 Atlanta Hwy,caleb.wells@jpmorgan.com,,Salesforce
6581077,,Mark Hammer,,,boeing747300@comcast.net,,Web Form Fillout
9635142,,Kate Daly,,,kdaly@pcgct.com,,List import
10912842,Inactive Investor,Kathleen Manickas,Client Service Associate;Financial Advisor,"Raymond James & Associates, Inc. Beaver PA 1069 3rd St",kathy.manickas@raymondjames.com,,Salesforce
11102447,Inactive Investor,Petra Chien,Executive Director;Wealth Planner,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,petra.chien@jpmorgan.com,,Salesforce
192611,,STEVEN SCHAEFER,Principal,Eagle Eye Advisory Llc,ss@eagle-eye-advisory.com,(614) 783-8279,Manual List Upload
10951682,Inactive Investor,Luigia Massaro,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",gina.villanueva@tiaa.org,,Salesforce
9545102,,kamel Abdesselam,,,monteigned@yahoo.com,,List import
10997395,Inactive Investor,Lauren Yohman,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,laurenyohman@statefarm.com,,Salesforce
9598733,,Michael Helke,,,mhelke@sageadvisorsllc.com,,List import
11033964,Inactive Investor,Cole Cannon,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
11235918,Inactive Investor,Alexander McAlister,Senior Managing Director;Vice Chairman,Sterling Capital Management LLC,amcalister@sterling-capital.com,,Salesforce
10907706,Inactive Investor,Nicholas Vissichelli,Financial Advisor,Park Avenue Securities LLC Port Jefferson Station NY 1201 Rte 112,nicholas_vissichelli@glic.com,,Salesforce
10647884,,Michael Brown,,,michael.v.brown@morganstanley.com,,List Import
10920857,Inactive Investor,Kimberly Bendickson,,LPL Financial LLC Jefferson IA 115 W State St,kimberly.bendickson@lpl.com,,Salesforce
11117272,Inactive Investor,Yvena Pouilh,Senior Regional Leader,PFS Investments Inc. Ocala FL 226 NE Sanchez Ave,yvena.pamphil@primerica.com,,Salesforce
10766285,Inactive Investor,Dakyn Dollens,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,dakyn.dollens@edwardjones.com,,Salesforce
9609455,,Usman Adamu,,,adamuusman1992@gmail.com,,List import
236282,, -,,[[Unknown]],jtdfi@aol.com,,
10960342,Inactive Investor,Samuel Oceguera,Financial Advisor,Park Avenue Securities LLC Campbell CA 910 E Hamilton Ave,samuel_oceguera@glic.com,,Salesforce
156288,,Russell Reed,,[Unknown],reedr5894@gmail.com,,Advertising
9628601,,John Woods,,,john.j.woods@gmail.com,,List import
10847741,Inactive Investor,James Mills,,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",,,Salesforce
11141979,Inactive Investor,Charles Radil,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10890104,Inactive Investor,Nicci Churchman,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Cruces NM 425 S Telshor Blvd",nicci.churchman@wellsfargo.com,,Salesforce
11205509,Inactive Investor,David Hoist,,LPL Financial LLC Burton MI 2025 N Genesee Rd,,,Salesforce
10996585,Inactive Investor,Megan Benitez,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",,,Salesforce
11057475,Inactive Investor,Gerard Nieters,Financial Services Representative,"Principal Securities, Inc. Charlotte NC 6148 Brookshire Blvd",nieters.gerard@principal.com,,Salesforce
10860335,Inactive Investor,Rachel Monfort,Financial Advisor;Senior Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,rachel.beck@morganstanley.com,,Salesforce
10809876,Inactive Investor,Jeffrey Deckelbaum,Financial Advisor;Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,jeffrey.deckelbaum@morganstanley.com,,Salesforce
11178279,Inactive Investor,Janet Burnett,Senior Registered Account Administrator,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",janet.burnett@wfafinet.com,,Salesforce
10827983,Inactive Investor,David Hargrove,Chief Compliance Officer;Chief Executive Officer;Portfolio Manager;President,"Bassett Hargrove Investment Counsel, LLC",david@bassetthargrove.com,,Salesforce
11031805,Inactive Investor,Christopher Belote,,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",,,Salesforce
10918520,Inactive Investor,Kenneth Rodgers,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,krodgers@rwbaird.com,,Salesforce
11092787,Inactive Investor,Oswaldo Pelaez,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,ozzie.pelaez@morganstanley.com,,Salesforce
10976432,Inactive Investor,Shaun Morrison,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,shaun.morrison.erzn@statefarm.com,,Salesforce
10999412,Inactive Investor,John Hetrick,,Cetera Investment Services LLC Oakland MD 19 S 2nd St,,,Salesforce
9581050,,Saverio Grippa,,,saverio.grippa@53.com,,List import
11117802,Inactive Investor,Lilach Man,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10902368,Inactive Investor,John Guirguis,Registered Client Service Associate,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,john.guirguis@morganstanley.com,,Salesforce
10950862,Inactive Investor,Evan Kruse,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,,,Salesforce
11198570,Inactive Investor,Steven Flynn,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 1123 S 80th St",steven.m.flynn@ampf.com,,Salesforce
11182762,Inactive Investor,Tyler Jordan,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
11064639,Inactive Investor,Jason Ison,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9594129,,Sharon Pollard,,,sharon.pollard@stewardpartners.com,,List import
347966,,Terry Ishmael,Relationship Manager,"Howard Financial Services, Ltd.",terry.ishmael@hfs-wm.com,214-346-0785,Manual List Upload
10830734,Inactive Investor,Darwin Ching,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,darwin.ching@morganstanley.com,,Salesforce
11174240,Inactive Investor,Kain Neel,,J.P. Morgan Securities LLC San Francisco CA 500 Van Ness Ave,kain.neel@jpmorgan.com,,Salesforce
10951501,Inactive Investor,Jason Henke,Financial Advisor,Thrivent Investment Management Inc. Kansas City MO 8600 NW 64th St,jason.henke@thrivent.com,,Salesforce
372886,,Francis Murray,,[Unknown],fmurray@murraylegalservice.com,,source
11099325,Inactive Investor,Theodore Meihofer,Vice President,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",ted.meihofer@raymondjames.com,,Salesforce
10952039,Inactive Investor,Sara Kleihauer,Supervision Officer,Edward Jones Saint Louis MO Private Residence,,,Salesforce
9589625,,gang yang,,,362849763@qq.com,,List import
75369,,Bridgit Holly,Financial Consultant,Thrivent Investment Management Inc.,bridgit.holly@thrivent.com,215-368-4888,
11162302,Inactive Investor,Jonathan Melges,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Battle Creek MI 3200 Capital Ave SW",jonathan.melges@raymondjames.com,,Salesforce
9571781,,yacov sinai,,,bellab_2000@yahoo.com,,List import
10960124,Inactive Investor,Steven Guy,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",steven.h.guy@nm.com,,Salesforce
10809706,Inactive Investor,Rondal Mulwee,Financial Advisor,Edward Jones Morganton NC 100 Collett St,ron.mulwee@edwardjones.com,,Salesforce
10759236,Inactive Investor,Joy Strickland,Senior Client Associate,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",joy.strickland@wellsfargoadvisors.com,,Salesforce
11112250,Inactive Investor,Karley Wardlow,Financial Advisor,Edward Jones Appleton WI W5669 County Road KK,karley.musil@edwardjones.com,,Salesforce
10614361,,Ronald Stern,Financial Advisor,,rstern@glic.com,,List Import
9575823,,daesik kim,,,kds20002@naver.com,,List import
11018249,Inactive Investor,Ben Arie,,"Independent Financial Group, LLC North Bethesda MD Private Residence",,,Salesforce
9627312,,Cody Carbone,,,codycarbone22@gmail.com,,List import
9587653,,Carl Vuono,"COO, Principal",Snowcap Capital Management,cvuono@snowcm.com,,List import
10852535,Inactive Investor,Craig Yamaguchi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",,,Salesforce
10885725,Inactive Investor,Kim Hall,Chief Operating Officer;Client Service Associate;Director - Financial Planning,"Clarity Wealth Development, LLC",kim@claritywealthdevelopment.com,,Salesforce
79198,,Charles Epstein,Advisor,"MML Investors Services, LLC",cepstein@massmutual.com,877-932-6236,
9588425,,Dan Dodick,,,dandodick@gmail.com,,List import
11234997,Inactive Investor,Francisco Aguilera,Senior Wealth Advisor,Aviance Capital Partners LLC Longwood FL Private Residence,,,Salesforce
10757601,Inactive Investor,Frank Fazekas,Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Ann Arbor MI 2001 Commonwealth Blvd,frank.fazekas@morganstanley.com,,Salesforce
9549864,,Shane Cruz,,,heah132@gmail.com,,List import
10758460,Inactive Investor,Bradley Harmeyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",bradley.harmeyer1@wellsfargoadvisors.com,,Salesforce
10877263,Inactive Investor,Megan Stanley,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11183229,Inactive Investor,Ian Northcott,,"Wells Fargo Clearing Services, LLC Chesterfield MO Private Residence",ian.northcott@wellsfargoadvisors.com,,Salesforce
10963965,Inactive Investor,Carlos Ortizperez,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11203874,Inactive Investor,Terry Abeyta,,PFS Investments Inc. Albuquerque NM 4113 Eubank Blvd NE,tabeyta@primerica.com,,Salesforce
10945744,Inactive Investor,Dana McKee,,"Raymond James Financial Services, Inc. Greensboro NC 608 Pisgah Church Rd",dana.mckee@raymondjames.com,,Salesforce
9579929,,Jose Delgadillo,,,jdelgadillo@firstrepublic.com,,List import
10871509,Inactive Investor,Bruce Ill,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,bruce.ill@fidelity.com,,Salesforce
10756544,Inactive Investor,Kelly Halla,Senior Registered Associate,Morgan Stanley Columbus OH 4449 Easton Way,kelly.halla@morganstanley.com,,Salesforce
10981726,Inactive Investor,Sarah Leonard,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
348035,,Tim Creed,Executive Director,Schroders Capital Management (us) Inc.,tim.creed@adveq.com,121-248-85330,Manual List Upload
10812483,Inactive Investor,Efstathios Kanteliotis,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",steve.kanteliotis@alexbrown.com,,Salesforce
10776696,Inactive Investor,Timothy Grace,,Commonwealth Financial Network New Britain CT 74 Vine St,grace@commonwealth.com,,Salesforce
11052564,Inactive Investor,Diane Pierce,,State Farm VP Management Corp. Chiefland FL 122 E Park Ave,diane.pierce.cv19@statefarm.com,,Salesforce
10813155,Inactive Investor,Sara Pfaff,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,sara.pfaff@ubs.com,,Salesforce
9612892,,Gagan Dhillon,,,gagand03@gmail.com,,List import
10792911,Inactive Investor,Peter Preovolos,Chairman;President;Stockholder,Alpha & Omega,peter@alpha-omega-inc.com,,Salesforce
10836341,Inactive Investor,Paul Rohner,Financial Advisor,"Ameriprise Financial Services, LLC Bristol CT 181 Oakridge Rd",paul.m.rohner@ampf.com,,Salesforce
10618017,,Christopher Giehon,,,christopher.giehon@ml.com,,List Import
10843887,Inactive Investor,Jeffery Stewart,Financial Advisor;Resident Manager;Vice President,Morgan Stanley Ocala FL 2303 SE 17th St,jeff.stewart@morganstanley.com,,Salesforce
10905098,Inactive Investor,Salvatore Holt,,"Osaic Wealth, Inc. Boerne TX 105 Falls Ct",,,Salesforce
10849561,Inactive Investor,Mark Watkinson,Chief Operations Officer;Co-Chief Investment Officer;Senior Vice President,Watkinson Capital Advisors LLC,mark@watkinsoncap.com,,Salesforce
11072831,Inactive Investor,Christina Garcia,,PFS Investments Inc. Santa Fe NM 700 W San Mateo Rd,ghba3@primerica.com,,Salesforce
10905130,Inactive Investor,Michael Cantor,Vice President,Commonwealth Financial Network East Lansing MI 333 Albert Ave,mcantor@commonwealth.com,,Salesforce
10948049,Inactive Investor,Caulfield Dennis,Chief Investment Officer;Vice Chairman,Boston Harbor Investment Management,dennis.n.caulfield@bostonharborim.com,,Salesforce
10897173,Inactive Investor,Anica Deangelo,,Vanguard Marketing Corporation,anica_deangelo@vanguard.com,,Salesforce
10815111,Inactive Investor,John Lock,Financial Advisor,Edward Jones Bakersfield CA 4300 Coffee Rd,john.lock@edwardjones.com,,Salesforce
9624197,,Jeanine Butler,,,j9@vartooka.com,,List import
10964478,Inactive Investor,Andrew Ghimpeteanu,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
1003273,Inactive Investor,David Lechner,,Lechner Consulting,lechnerconsulting@gmail.com,,
10978611,Inactive Investor,Vinita Handa,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,,,Salesforce
11030292,Inactive Investor,Maritza Nevarez,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",maritza.nevarez@tfaconnect.com,,Salesforce
10863355,Inactive Investor,James Filippi,Financial Advisor,LPL Financial LLC Rancho Cucamonga CA Private Residence,james.filippi@lpl.com,,Salesforce
11107706,Inactive Investor,Mark Fetterolf,Co-Founder;Financial Advisor,"My Financial Coach, LLC",mark@myfinancial.coach,,Salesforce
11093727,Inactive Investor,Andrew Torgerson,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",,,Salesforce
11064864,Inactive Investor,Jason Brown,Financial Advisor;Investment Management Consultant;Vice President - Wealth Management,Morgan Stanley Dallas TX 5001 Spring Valley Rd,jason.k.brown@morganstanley.com,,Salesforce
11063740,Inactive Investor,Robert Downing,,"Avantax Investment Services, Inc. Valencia CA 27955 Smyth Dr",,,Salesforce
10933239,Inactive Investor,Miguel Bilbao,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Partner,Filon Capital Coral Gables FL 2600 S Douglas Rd,,,Salesforce
11223108,,Lauren West,,,lawest@firstrepublic.com,,List Import
10947846,Inactive Investor,Alexandra Tovar,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,alexandra.tovar@jpmorgan.com,,Salesforce
4264221,,Mojtaba Behzadfar,,,mojtababehzadfar59@gmail.com,09166027270,Web form fillout
10866975,Inactive Investor,Gregory Mayes,Investment Advisor Representative,"Advisory Alpha, LLC Nampa ID 5660 E Franklin Rd",,,Salesforce
11026217,Inactive Investor,Jennifer Quigley,,"Raymond James Financial Services, Inc. Annapolis MD 309 3rd St",jennifer.quigley@raymondjames.com,,Salesforce
10962631,Inactive Investor,Eric McGinley,Chief Compliance Officer;Financial Planner;Investment Advisor Representative;Managing Member,POV Wealth LLC,emcginley@povwealth.com,,Salesforce
10505284,,Nicholas Tsoumpariotis,DIRECTOR OF Internal Audit,Nassau County Federal Credit,ntsoumpariotis@nassaufinancial.org,2016992058,List Import
10870617,Inactive Investor,Matthew Berg,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,matthew.berg@fidelity.com,,Salesforce
10997098,Inactive Investor,Alfred Darakjian,,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",alfred.darakjian@equitable.com,,Salesforce
11217160,,Alex Howell,,,ahowell@stephens.com,,Other
10977015,Inactive Investor,Rohit Malhotra,,LPL Financial LLC New York NY 277 Park Ave,rohit.malhotra@lpl.com,,Salesforce
11161731,Inactive Investor,Cheyanda Myers,,"MML Investors Services, LLC Revere MA Private Residence",,,Salesforce
11237950,Inactive Investor,Francesco Daniele,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",fdaniele@performancetrust.com,,Salesforce
9547456,,Will Weathersby,,,wweathersby64@gmail.com,,List import
10970000,Inactive Investor,Ryan Bowling,Financial Representative,MWA Financial Services Inc. Maumee OH 110 E Dudley St,ryan.bowling@mwarep.org,,Salesforce
338317,,James Shadek,Member-sales,"Wellington Shields & Co., Llc",jim.shadek@wellingtonshields.com,212-320-3000,Manual List Upload
51705,,Jeffrey Martin,Financial Associate,Thrivent Investment Management Inc.,jeffrey.martin@thrivent.com,630-229-6601,
9570645,,David Saputra,,,davidjak515@gmail.com,,List import
10815440,Inactive Investor,Charles Mackall,Chairman,Avenir Corporation Washington DC 1775 Pennsylvania Ave NW,green@avenircorp.com,,Salesforce
9639442,,Yoon-jae Ahn,,,yoonjae.ahn@shinhan.com,,List import
11089416,Inactive Investor,Seth Prescott,Financial Advisor,Edward Jones Klamath Falls OR 2650 Washburn Way,prescott@edwardjones.com,,Salesforce
11184827,Inactive Investor,Charles Weeks,Founder;Managing Member,Barrister,contact@barrister.net,,Salesforce
10876950,Inactive Investor,Lora Zippe,Client Service Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,lora.zippe@msgraystone.com,,Salesforce
9596414,,Alexandra Browne,,,abrowne@lidoadvisors.com,,List import
9553887,,Michael Helin,,,helin.michael@gmail.com,,List import
11047957,Inactive Investor,Todd Mazur,Financial Advisor,LPL Financial LLC Oldsmar FL Private Residence,todd.mazur@lpl.com,,Salesforce
9574128,,Shannan Nelson,,,shannan.nelson@augie.edu,,List import
11069210,Inactive Investor,Kyle Beals,,USA Financial Securities LLC Raleigh NC 1601 Jones Franklin Rd,,,Salesforce
10840108,Inactive Investor,Natanie Keller,Senior Sales Associate,"Raymond James & Associates, Inc. Houston TX 500 Dallas St",natanie.keller@raymondjames.com,,Salesforce
11097485,Inactive Investor,Dale Huber,Investment Advisor,"Cornerstone Wealth Management, LLC Saint Charles MO 3964 S Old Hwy 94",,,Salesforce
206627,,Alexander Pappas,,Ipswich Shellfish Co,agp@ipswichshellfish.com,9783350282,
11010553,Inactive Investor,Shari Runner,,NYLIFE Securities LLC Chicago IL 500 W Madison St,serunner@ft.newyorklife.com,,Salesforce
10929629,Inactive Investor,Melissa Blaszczyk,Financial Assistant,LPL Financial LLC West Nyack NY 719 W Nyack Rd,melissa.m.blaszczyk@lpl.com,,Salesforce
9637324,,pp pp,,,poom@primestreetgroup.com,,List import
228788,, -,,[[Unknown]],paideiamaster@gmail.com,,Direct
5147119,,Rui Da Silva,,,ruipacheco20@gmail.com,,Web Form Fillout
9544671,,Anthony Krickl,,,akrickl@financialguide.com,,List import
5199246,,Merl Trimpe,,self,trimpe.mint@outlook.com,3198553007,Web Form Fillout
124046,,Paul Koenig,"Financial Planner, Personal Wealth Advisor",Integrated Wealth Concepts Llc,paul.koenig@lpl.com,856-291-0142,
11090800,Inactive Investor,David Wang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",david.yc.wang@ml.com,,Salesforce
10800651,Inactive Investor,Jeffrey Fink,Financial Advisor;Senior Vice President - Consulting Group,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",jeff.fink@rbc.com,,Salesforce
10647687,,Matthew Woolbright,,,matt@lgadvisors.com,,List Import
10960114,Inactive Investor,Zachary Candelore,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Blue Bell PA 518 Township Line Rd",zach.candelore@mutualofomaha.com,,Salesforce
11075905,Inactive Investor,Brian Laks,Managing Member;Partner;Portfolio Manager,"Old West Investment Management, LLC",blaks@oldwestim.com,,Salesforce
10928374,Inactive Investor,Robert Hall,,"The Leaders Group, Inc.",robert.hall@leadersgroup.net,,Salesforce
9560227,,Roshan Joshi,,,rj@truboardpartners.com,,List import
9544276,,Naren Sonik,,,naren.sonik@wellsfargo.com,,List import
9607384,,Derrick Mitchell,,,djmitchell197528@hotmail.com,,List import
11172604,Inactive Investor,Sarah Ott,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,sarah.ott@fmr.com,,Salesforce
222977,,Charlie Moore,,[Unknown],cdm268@gmail.com,,
10837064,Inactive Investor,William Eggar,,"Allstate Financial Services, LLC Mansfield TX 408 S Main St",williameggar@allstate.com,,Salesforce
10882142,Inactive Investor,Adam Finch,,Cetera Advisor Networks LLC Ann Arbor MI 5263 Plymouth Rd,,,Salesforce
10885426,Inactive Investor,Cassandra Day,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10891924,Inactive Investor,Zachary Cawthorn,Financial Advisor,Edward Jones Candler NC 61 Westridge Market Pl,zachary.cawthorn@edwardjones.com,,Salesforce
11071068,Inactive Investor,Gabrielle Lindenfeld,,Goldman Sachs & Co.,gabrielle.berg@gs.com,,Salesforce
10924333,Inactive Investor,Tamara Perrin-Preus,,"Osaic Wealth, Inc. Yuba City CA 667 Plumas St",,,Salesforce
11132059,Inactive Investor,Zhimin Ou,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",zhimin.ou@tfaconnect.com,,Salesforce
10644407,,Monica Bieniewski,,,monica.bieniewski@guggenheimfunds.com,,List Import
9575389,,Kenneth Luckinbill,,,kenneth.luckinbill@securitiesamerica.com,,List import
333707,,Jeremy Herman,Assistant Vice President,Loancore Capital Credit Advisor Llc,jherman@loancore.com,203-861-6000,Manual List Upload
11229245,Inactive Investor,James Lenning,,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",james.lenning@53.com,,Salesforce
10763125,Inactive Investor,Alexander Scoledes,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",alexander.scoledes@wellsfargoadvisors.com,,Salesforce
9613757,,Darrell Malone,,,darrell@dkmalone.com,,List import
10896587,Inactive Investor,Todd Edmondson,,Cetera Investment Services LLC Gadsden AL 200 Broad St,,,Salesforce
10810136,Inactive Investor,John Levine,Financial Advisor,"Osaic Wealth, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10896946,Inactive Investor,Seth Silverman,Financial Advisor,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,ssilverman@janney.com,,Salesforce
11157655,Inactive Investor,Krystian Moreno,Financial Advisor,"Concurrent Investment Advisors, LLC Miami FL 4100 Salzedo St",krystian.moreno@poweredbyconcurrent.com,,Salesforce
10898295,Inactive Investor,Cody Paningsoro,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",cody.paningsoro@stifel.com,,Salesforce
10774043,Inactive Investor,Daniel Lovejoy,,Edward Jones Kitts Hill OH Private Residence,,,Salesforce
11059940,Inactive Investor,Olga Gonzalez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",olga.gonzalez@schwab.com,,Salesforce
10771379,Inactive Investor,Thomas Parrish,,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
9585058,,Nigel Sosan,,,nasatila@aol.com,,List import
11063731,Inactive Investor,Aaron Adrian,Financial Advisor,PNC Investments Pittsburgh PA 285 Fort Couch Rd,aaron.adrian@pnc.com,,Salesforce
226747,,kurt -,,[[Unknown]],kgseattle@hotmail.com,,Initial Salesforce Import
10957330,Inactive Investor,Anna Swartz,,Edward Jones Brooksville FL 10224 Yale Ave,anna.swartz@edwardjones.com,,Salesforce
11231362,Inactive Investor,Richard Lemmon,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,richard_lemmon@vanguard.com,,Salesforce
10656908,,Denise Ramm,,,denise.ramm@saswealth.com,,List Import
11195934,Inactive Investor,James Havell,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
10854044,Inactive Investor,Bonnie Farrell,Financial Planner,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",,,Salesforce
10661569,,Eric Larson,,,elarson@tiliallc.com,,List import
10838787,Inactive Investor,Mark Steinberger,,"Ameritas Investment Company, LLC Lincoln NE 237 S 70th St",msteinberger@ameritas.com,,Salesforce
11152083,Inactive Investor,Andrew Brennfleck,,"Sanford C. Bernstein & Co., LLC",andrew.brennfleck@bernstein.com,,Salesforce
11068844,Inactive Investor,Griffin Hester,Financial Advisor,Edward Jones Richmond KY 1212 W Main St,griffin.hester@edwardjones.com,,Salesforce
10801201,Inactive Investor,Todd Wulfson,Chief Compliance Officer;Financial Advisor;Vice President,"Rock Point Advisors, LLC",todd@rockpointadvisors.com,,Salesforce
9645911,,Seth Ostrow,,,sostrow2001@yahoo.com,,List import
9562398,,Michelle Kong,,,tkong@oxy.edu,,List import
10824999,Inactive Investor,Timothy Greer,Financial Advisor,Advisory Services Network Brentwood TN 100 Winners Cir N,,,Salesforce
10816822,Inactive Investor,Juan Diez,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",juan.diez@wellsfargoadvisors.com,,Salesforce
11177410,Inactive Investor,Andrew Levine,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
11052527,Inactive Investor,Kassinda Usher,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,kassindan.usher@primerica.com,,Salesforce
213868,,Homer Peterson,,[Unknown],homerpeterson@comcast.net,,Organic Search
11100696,Inactive Investor,Desiree Kelley,,"Raymond James Financial Services, Inc. Metairie LA 1 Galleria Blvd",desiree.kelley@raymondjames.com,,Salesforce
10987018,Inactive Investor,Yeonsook Choi,,J.P. Morgan Securities LLC La Habra CA 1300 W Imperial Hwy,yeonsook.a.choi@chase.com,,Salesforce
225073,,John Howle,Managing Director,US Capital Advisors,jhowle@uscallc.com,972-338-4207,
9546074,,Cynthia Bloch,,,cindy@forusall.com,,List import
10752476,Inactive Investor,Melissa Mullan,,"Cambridge Investment Research, Inc. Bel Air MD 836 S Main St",,,Salesforce
11096569,Inactive Investor,Imar Rodriguez,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,,,Salesforce
9563869,,Samuel W Milner,,,swmilner@hotmail.com,,List import
11172626,Inactive Investor,Michael Larson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11099479,Inactive Investor,Calvin Lewis,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",calvin.lewis@wellsfargoadvisors.com,,Salesforce
11208397,Inactive Investor,Robert Deming,,"IFP Securities, LLC",robert.deming@ifpartners.com,,Salesforce
9640702,,Phil Rapone,,,prapone44@aol.com,,List import
335554,,Steven Voss,Head Of Investments,Aon Investments Usa Inc.,s.voss@ennisknupp.com,312-381-1200,Manual List Upload
10967231,Inactive Investor,Devin Mitts,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11045875,Inactive Investor,James Blaydes,,"Osaic Wealth, Inc. Naperville IL 1700 Park St",,,Salesforce
10816151,Inactive Investor,Jason Babilonia,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",jason.babilonia@schwab.com,,Salesforce
11235551,Inactive Investor,Devin Pope,Managing Director;Wealth Advisor,"Nilsine Partners, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",devinpope@nilsinepartners.com,,Salesforce
9553984,,David Drapela,,,dwd@xenplace.com,,List import
9589353,,Jamison Monroe,,,jamison.monroe@monroevos.com,,List import
11151442,Inactive Investor,Helen Thornton,,"Osaic Wealth, Inc. Conroe TX 3619 W Davis St",,,Salesforce
11102204,Inactive Investor,Matthew Geraci,,"Osaic Wealth, Inc. West Chester PA 105 E Evans St",,,Salesforce
9575752,,Leah Pappas,,,leah@gregoryfca.com,,List import
10873474,Inactive Investor,Evan Williams,Portfolio Manager,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",,,Salesforce
10770816,Inactive Investor,Daniel Hannan,Financial Advisor,"Wells Fargo Clearing Services, LLC Middleton WI 6622 University Ave",daniel.hannan@wellsfargoadvisors.com,,Salesforce
11079793,Inactive Investor,Enrique Sanchez Arvizu,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9570910,,Jennifer Nichols,,,jennifer.nichols@ameritas.com,,List import
10788862,Inactive Investor,Michael Nagy,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",michael.nagy@truist.com,,Salesforce
11050703,Inactive Investor,Kevin Moran,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,kevin.moran@jpmorgan.com,,Salesforce
10942196,Inactive Investor,Tyler Jordan,,NYLIFE Securities LLC Colorado Springs CO 2790 N Academy Blvd,tjordan03@ft.newyorklife.com,,Salesforce
11221285,,John Calmes,,,jcalmes@insightfa.com,,List Import
11221679,,Taylor Morrison,,,tmorrison@clarfeld.com,,List Import
10778008,Inactive Investor,Terry Barr,Financial Advisor;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,terry.barr@morganstanley.com,,Salesforce
10978059,Inactive Investor,Stephanie Lillibridge,,Edward Jones Kirkland WA 9710 NE 119th Way,stephanie.lillibridge@edwardjones.com,,Salesforce
11025619,Inactive Investor,Arthur Koskela,,Cetera Advisor Networks LLC Phoenix AZ 1137 E Redfield Rd,,,Salesforce
9560926,,Derrick Winke,,,dwinke@sigmarep.com,,List import
11085593,Inactive Investor,Javier Duran,,"Empower Financial Services, Inc Fort Worth TX Private Residence",javier.duran@empower.com,,Salesforce
9611998,,Amir Khanlou,,,amir.khanlou@yahoo.com,,List import
10781231,Inactive Investor,Andy Shumpert,Financial Advisor,Edward Jones Leesville SC 235 E Columbia Ave,andy.shumpert@edwardjones.com,,Salesforce
9553350,,Rita Yeh,,,ryeh@financialguide.com,,List import
11114063,Inactive Investor,Jason Galardy,,"Cambridge Investment Research, Inc. Corona CA 4160 Temescal Canyon Rd",,,Salesforce
9597471,,Steven Hanks,,,steven@brightonjones.com,,List import
10983706,Inactive Investor,Laura Bradshaw Tezjan,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Salt Lake City UT 247 E 2100 S",laura.tezjan@ampf.com,,Salesforce
229070,, -,,[[Unknown]],incoming-institutionalblog@inoreader.com,,Organic Search
10771235,Inactive Investor,Chad Steinbach,Associate Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Peru IL 1701 4th St",chad.steinbach@benjaminfedwards.com,,Salesforce
238321,,stauber1@comcast.net Stauber,,[Unknown],stauber1@comcast.net,,Organic Search
10962014,Inactive Investor,Scott Ervin,,The Huntington Investment Company Medina OH Private Residence,,,Salesforce
10999729,Inactive Investor,Brent Satterthwaite,,"Transamerica Financial Advisors, Inc Idaho Falls ID 980 John Adams Pkwy",brent.satterthwaite@tfaconnect.com,,Salesforce
11112405,Inactive Investor,Amanda Blome,Senior Compliance Analyst,"Principal Securities, Inc.",,,Salesforce
10977830,Inactive Investor,Nicholas Barth,,"RBC Capital Markets, LLC Delafield WI 440 Wells St",,,Salesforce
11203581,Inactive Investor,Aquiles Larrea,Chief Executive Officer;Founder;President,Larrea Wealth Management,aq@larreawealth.com,,Salesforce
10929661,Inactive Investor,Daniel Ballister,,"CFD Investments, Inc. Succasunna NJ 165 State Rte 10 E",daniel.ballister@cfdinvestments.com,,Salesforce
217727,,nicolas biotti,,[Unknown],nicolasbiotti1@gmail.com,,
9646897,,Yaniv Altshuler,,,yanival@mit.edu,,List import
11120279,Inactive Investor,Robin Oldenburg,,J.P. Morgan Securities LLC Winter Haven FL 1350 6th St NW,robyn.oldenburg@chase.com,,Salesforce
9638077,,Bente Roalsvig,,,bente.roalsvig@frittord.no,,List import
10854327,Inactive Investor,Glen Smith,Chief Executive Officer;Chief Investment Officer;Financial Planner;President,GDS Wealth Management,glen.smith@gdsandassociates.com,,Salesforce
10960408,Inactive Investor,John Dulisse,,Vanguard Marketing Corporation,,,Salesforce
9638514,,John Granger,,,john.granger@morganstanleygraystone.com,,List import
10915006,Inactive Investor,Bradley Blackburn,Chief Compliance Officer;Managing Principal,Blackburn Financial,brad@blackburnfinancial.net,,Salesforce
9612410,,Alessandro Urbani,,,aurbani@mainstreetadv.com,,List import
11152348,Inactive Investor,David Kroll,Financial Advisor;Financial Professional,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",dkroll@financialguide.com,,Salesforce
10866297,Inactive Investor,Lewis King,,LPL Financial LLC Fort Myers FL 10461 6 Mile Cypress Pkwy,lewis.king@lpl.com,,Salesforce
11134934,Inactive Investor,Mark Johnson,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Monroe MI 19 Washington St,mark.h.johnson@thrivent.com,,Salesforce
11222701,,Ivan Nalibotsky,,,inalibotsky@regalria.com,,List Import
335886,,Philip Fluegge,,"Spire Wealth Management, Llc",philip.fluegge@spireip.com,,
338024,,Jam Zovein,,"North Square Investments, Llc",jzovein@northsquareinvest.com,312-857-2160,Manual List Upload
236171,, -,,[[Unknown]],ant.emig@gmail.com,,
11055153,Inactive Investor,John Andruska,Investment Advisor;Retirement Specialist,"Peak American Investment Advisors, Inc.",jandruska@peakamericanfinancial.com,,Salesforce
10604357,,dan ritter,mgr,stst,dritter@statestreet.com,3126459788,List Import
347973,,Tony Fineman,Executive Vice President,"Bruce S. Brickman & Associates, Inc.",tfineman@brickmanre.com,212-541-5500,Manual List Upload
11168845,Inactive Investor,Michael Albanese,,"The Benchmark Company, LLC",malbanese@benchmarkcompany.com,,Salesforce
10872278,Inactive Investor,Robert Felix,,Cetera Advisor Networks LLC Saint Cloud MN 3030 1st St S,,,Salesforce
182735,,eefefe fffz,,[Unknown],choual@gmail.com,,
11205628,Inactive Investor,Jonathan Beaubien,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",,,Salesforce
10888777,Inactive Investor,Kevin Masih,Financial Advisor;Vice President,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
10991473,Inactive Investor,William Mikus,Managing Director;Senior Wealth Advisor,"Dakota Wealth, LLC",wmikus@dakotawm.com,,Salesforce
10891918,Inactive Investor,Cristin Goetzka,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",cristin.goetzka@nm.com,,Salesforce
9633507,,Chris Raimo,,,chris.m.raimo@gmail.com,,List import
10907886,Inactive Investor,Erin Kinman,,"Arete Wealth Management, LLC West Des Moines IA 6600 Westown Pkwy",erin.kinman@aretewealth.com,,Salesforce
11103533,Inactive Investor,John Ulmer,Owner,Ulmer Financial,,,Salesforce
11144210,Inactive Investor,John Botica,Regional Vice President,PFS Investments Inc. Torrance CA 1327 Post Ave,john.botica@primerica.com,,Salesforce
10858589,Inactive Investor,Momodou Bojang,Financial Advisor,"USAdvisors Wealth Management, LLC Poolesville MD 20200 Bupp Rd",,,Salesforce
11175171,Inactive Investor,William Goggin,,"First Command Brokerage Services, Inc. Goldsboro NC 2701 Cashwell Dr",wjgoggin@firstcommand.com,,Salesforce
10903426,Inactive Investor,Casey Price,Financial Advisor,Edward Jones Dublin GA 115 W Jackson St,casey.price@edwardjones.com,,Salesforce
10778061,Inactive Investor,William Weimar,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",will_weimar@ml.com,,Salesforce
11031330,Inactive Investor,Ryan Love,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",ryan.love@bofa.com,,Salesforce
11199314,Inactive Investor,Jonathon Bona,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,jonathon.bona@jpmorgan.com,,Salesforce
10846052,Inactive Investor,Kevin Feiten,,"Wells Fargo Clearing Services, LLC Grand Rapids MI 146 Monroe Center St NW",kevin.feiten@wellsfargo.com,,Salesforce
10848523,Inactive Investor,Paul Pierce,Financial Advisor,"Ameriprise Financial Services, LLC Hadley MA 226 Russell St",paul.pierce@ampf.com,,Salesforce
9601242,,siva sangpasansouk,,,aumsivaaa@gmail.com,,List import
9600948,,Nisal Chandrasekara,,,cmnisal@gmail.com,,List import
233046,,ROBERT P OBERHELMAN -,,ROBERT P OBERHELMAN [[Unknown]],boboberhelman@gmail.com,,Direct
11114975,Inactive Investor,Paul Yarnevich,,"Horace Mann Investors, Inc. South Portland ME 1 Runway Rd",paul.yarnevich@horacemann.com,,Salesforce
11028891,Inactive Investor,James Grier,Financial Planner,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",jgrier@financialguide.com,,Salesforce
10893506,Inactive Investor,Zachary Hansen,,Fidelity Brokerage Services LLC Menifee CA Private Residence,,,Salesforce
11003459,Inactive Investor,Brandon Yang,,J.P. Morgan Securities LLC Glendale CA 1635 W Glenoaks Blvd,brandon.yang@jpmorgan.com,,Salesforce
11139919,Inactive Investor,Aaron Bitran,Financial Advisor,"CUSO Financial Services, L.P. San Bernardino CA 421 N Sierra Way",,,Salesforce
11051556,Inactive Investor,Morgan Nickels,Financial Advisor,"IFG Advisory, LLC Columbus MS 2900 Bluecutt Rd",,,Salesforce
10999119,Inactive Investor,Randy Rhodes,,State Farm VP Management Corp. Anchorage AK 5915 Lake Otis Pkwy,randy.rhodes.r4bq@statefarm.com,,Salesforce
10792105,Inactive Investor,Margaret Martinez,,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,margaret.martinez@ubs.com,,Salesforce
11108221,Inactive Investor,Nicholas Papez,,"Ameriprise Financial Services, LLC Midvale UT 7730 S Union Park Ave",,,Salesforce
11041427,Inactive Investor,Qlirim Dauti,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",q.dauti@raymondjames.com,,Salesforce
11106463,Inactive Investor,Tiffany Hill,,"Allstate Financial Services, LLC Oklahoma City OK 2750 S Post Rd",tiffanyhill@allstate.com,,Salesforce
10990089,Inactive Investor,Olga Bezlyudova,,CIBC World Markets Corp.,,,Salesforce
10925457,Inactive Investor,Mark Wickard,Managing Director,Oppenheimer & Co. Inc. East Lansing MI 1400 Abbot Rd,,,Salesforce
11132505,Inactive Investor,Steven Grey,Co-Chief Executive Officer;Managing Member,"Grey Rhodes Advisors, LLC",,,Salesforce
11130975,Inactive Investor,Elizabeth Hough,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,elizabeth.good@fmr.com,,Salesforce
11185531,Inactive Investor,Logan Mcguire,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,,,Salesforce
10933628,Inactive Investor,David Hutchison,Chief Compliance Officer;Partner;Portfolio Manager,"Triad Investment Management, LLC",dhutchison@triadim.com,,Salesforce
9604316,,Mosh Noory,,,amnoory@live.nl,,List import
10772185,Inactive Investor,Peter Valenti,Managing Director,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",peter.valenti@prudential.com,,Salesforce
11123150,Inactive Investor,Anthony Wolfe,Compliance Associate;Regulatory Contact;Senior Compliance Officer,"NBC Securities, Inc.",bwolfe@nbcsecurities.com,,Salesforce
11108157,Inactive Investor,John Myers,Private Client Banker,J.P. Morgan Securities LLC Spring House PA 1109 N Bethlehem Pike,,,Salesforce
10935277,Inactive Investor,Ann Zlamal,Manager,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10645158,,Anthony Blanchard,,,anblanchard@deloitte.com,,List Import
10927397,Inactive Investor,Diana Thomason,Financial Consultant;Investment Advisor,"Intercarolina Financial Services, Inc. Murray KY 300 Maple St",,,Salesforce
10826711,Inactive Investor,Gary Guzzi,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Easton PA 101 Larry Holmes Dr,gary.guzzi@morganstanley.com,,Salesforce
11167774,Inactive Investor,Kirk Duensing,,"Bankers Life Securities, Inc. Manhattan KS 1115 Westport Dr",kirk.duensing@bankerslife.com,,Salesforce
10862491,Inactive Investor,Joseph Simeone,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11075156,Inactive Investor,Karl Morgan,,"Charles Schwab & Co., Inc. Boca Raton FL 150 E Palmetto Park Rd",,,Salesforce
11157885,Inactive Investor,Matthew Ely,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",matthew.ely@equitable.com,,Salesforce
11093125,Inactive Investor,John Paulus,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11071550,Inactive Investor,John Csenge,Founder;Managing Member;President,"Csenge Advisory Group, LLC",jcsenge@csenge.com,,Salesforce
11228698,Inactive Investor,Kieran Doyle,,J.P. Morgan Securities LLC Kings Park NY 38 Indian Head Rd,kieran.doyle@jpmorgan.com,,Salesforce
10807840,Inactive Investor,Derrick Mcelwee,,LPL Financial LLC Lake Jackson TX 1001 FM 2004,derrick.mcelwee@lpl.com,,Salesforce
10657096,,Tierra Ricardo,,,tricardo@primerica.com,,List Import
11068856,Inactive Investor,Julio Marrero,Financial Advisor,Edward Jones Redding CA 40 Hilltop Dr,,,Salesforce
10892150,Inactive Investor,Grant Campbell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boulder CO 2480 Canyon Blvd",,,Salesforce
10910484,Inactive Investor,Kunal Sharma,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
10843721,Inactive Investor,Joel Thomas,,"Avantax Investment Services, Inc. Shreveport LA 850 Olive St",,,Salesforce
10971955,Inactive Investor,Jenny Nash,,"Avantax Investment Services, Inc. Dublin GA 1300 Bellevue Ave",,,Salesforce
9603039,,Connor Johnson,,,connor.johnson@fmr.com,,List import
11207401,Inactive Investor,Nigel Pierce,Wealth Advisor,"Perigon Wealth Management, LLC Irvine CA 1130 Roosevelt",nigel@perigonwealth.com,,Salesforce
9545335,,Alexander Zukauskas,,,atzukauskas@gmail.com,,List import
10505182,,Klayton Babin,PLANNING ADMINISTRATIVE COORDINATOR,ENCOMPASS FINANCIAL PARTNERS,klay.babin@gmail.com,5017721012,List Import
10950094,Inactive Investor,Ryan Twigg,Premier Banker,"Wells Fargo Clearing Services, LLC Clemmons NC 2565 Lewisville Clemmons Rd",ryan.twigg@wellsfargo.com,,Salesforce
10994051,Inactive Investor,Olayinka Alapo,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,oalapo@primerica.com,,Salesforce
10851235,Inactive Investor,Sylvia Schwartz,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,sylvia.schwartz@jpmorgan.com,,Salesforce
235835,, -,,[[Unknown]],ericstockburger@gmail.com,,
9599826,,Cameron Ott,,,cameron.ott@personalcapital.com,,List import
10812238,Inactive Investor,Joseph Bogardus,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11128671,Inactive Investor,Katrina Barker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10900388,Inactive Investor,Blake Jackson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,blake.jackson@fidelity.com,,Salesforce
10826828,Inactive Investor,Dennis Shapses,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",dennis.shapses@wellsfargoadvisors.com,,Salesforce
10838230,Inactive Investor,Frederick Robertshaw,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Palos Verdes Peninsula CA 608 Silver Spur Rd",rob.robertshaw@rbc.com,,Salesforce
10936996,Inactive Investor,Jason Jeandron,Financial Advisor,LPL Financial LLC New Orleans LA 4016 Canal St,jason.jeandron@lpl.com,,Salesforce
248323,,Ira Lehrman,"Sr Managing Director, Global Head of Technology",Nuveen,ira.lehrman@nuveen.com,,Manual List Upload
10819747,Inactive Investor,Megan Breneman,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Forest Hill MD 1 Newport Dr",megan.breneman@wellsfargo.com,,Salesforce
10825408,Inactive Investor,John McKinnon,,"Equitable Advisors, LLC Newport Beach CA 4695 Macarthur Ct",john.mckinnon@equitable.com,,Salesforce
237107,, -,,[[Unknown]],cchii@protonmail.com,,
183666,,Tanya Seymour,,[Unknown],rjkaylaseymour@aol.com,,
10870805,Inactive Investor,Jacob Richey,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jacob.richey@schwab.com,,Salesforce
11208999,Inactive Investor,Michael Klauke,,"Osaic Wealth, Inc. Onalaska WI 635 2nd Ave S",michael.klauke@osaicwealth.com,,Salesforce
242938,,Steven Lofquist,Vice President,NBC Securities,slofquist@nbcsecurities.com,(830) 220-1804,Manual List Upload
10964095,Inactive Investor,Joseph Levan,,"Wells Fargo Clearing Services, LLC Greenville SC 702 Haywood Rd",,,Salesforce
9618589,,Eric Wills,,,ewills@zazove.com,,List import
11050166,Inactive Investor,Bountha Leng,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,bountha.leng@glic.com,,Salesforce
11148031,Inactive Investor,Mitchell Blecker,,LPL Financial LLC Hawthorne NY 7 Skyline Dr,mitchell.j.blecker@lpl.com,,Salesforce
10934690,Inactive Investor,April Blake,Financial Advisor,Interactive Financial Advisors Warrenton VA 50 Sullivan St,ablake@swcares.com,,Salesforce
11200637,Inactive Investor,Madeline Mahon,Senior Financial Analyst,Shade Tree Advisors LLC New York NY 412 W 15th St,mmahon@shadetreeadvisors.com,,Salesforce
9619484,,Rob Paone,,,rob@cryptobobby.com,,List import
215631,,Jeff Green,,[Unknown],jgreen@firstrust.com,,source
11027038,Inactive Investor,Wojciech Daniel,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,wojciech.daniel@jpmorgan.com,,Salesforce
89171,,Gloria Long,,"Transamerica Financial Advisors, Inc",gloria.long@transamerica.com,425-282-1988,
10872419,Inactive Investor,Edwin Anderson,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
9643901,,Simon Han,,,fourshans@yahoo.com,,List import
9645535,,Mateusz Marchlewicz,,,marchlewicz.mateusz@gmail.com,,List import
11064160,Inactive Investor,Eric Wheeler,,Wolfers Asset Management LLC,,,Salesforce
11111184,Inactive Investor,Justin Lohman,Chief Compliance Officer;Chief Operating Officer,SPG Advisors LLC,justin@spgadvisors.com,,Salesforce
11174333,Inactive Investor,Erica Gerzog,,Neuberger Berman BD LLC,egerzog@nb.com,,Salesforce
10785833,Inactive Investor,Marcia Irvin,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",marcia.irvin@rbc.com,,Salesforce
218179,,David Leahy,,[Unknown],davidleahy@me.com,,
11120094,Inactive Investor,Vibhu Juneja,,BBVA Securities Inc.,,,Salesforce
11125944,Inactive Investor,Connor Sacco,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10857981,Inactive Investor,David Blackston,Chief Executive Officer;Founder;Member,"Blackston Financial Advisory Group, LLC",david.blackston@blackstonfinancialgroup.com,,Salesforce
11037608,Inactive Investor,Edwin Garcia,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",,,Salesforce
10618491,,Peter Orth,,,porth@moneyconcepts.com,,List Import
9576916,,Shawn Oram,,,shawn.oram@umb.com,,List import
153196,,howard b hecht,,[Unknown],hbhecht@gmail.com,,Advertising
9626260,,Eric Ansell,,,ericansell@hotmail.com,,List import
11175486,Inactive Investor,Sotirios Kolokithas,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Mechanicsburg PA 4909 Louise Dr",sam.p.kolokithas@ampf.com,,Salesforce
11062472,Inactive Investor,Danielle Tersaga,Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,danielle.tersaga@ubs.com,,Salesforce
10771346,Inactive Investor,David Suhre,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11089194,Inactive Investor,Jana Stiss,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",jana.stiss@ml.com,,Salesforce
11002071,Inactive Investor,Shane Witt,Financial Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,shane_witt@glic.com,,Salesforce
66108,,Arden Liles,Financial Professional,"Voya Financial Advisors, Inc.",arden.liles@voyafa.com,801-568-2626,
9595048,,Curtis Atrnold,,,curtissrnold7@gmail.comcurtid,,List import
192124,,Panayiotis Basios,,Organic Start Inc,pbasios@gmail.com,9175672908,
11175263,Inactive Investor,Judith Turpin,,NYLIFE Securities LLC Lamar CO Private Residence,jturpin@ft.newyorklife.com,,Salesforce
10899323,Inactive Investor,Garret Hanson,Chief Compliance Officer;Financial Advisor;Principal,"Open Range Financial Group, LLC",garrethanson@or-fg.com,,Salesforce
9648402,,Rolando Castellanos,,,rolandocastellanos11@gmail.com,,List import
9557273,,Piers Curry,,,pcurry@massmutual.com,,List import
10815005,Inactive Investor,William Hackler,Director - Retirement Plans,Integrated Wealth Concepts LLC Leominster MA 435 Lancaster St,will.hackler@ifpadvisor.com,,Salesforce
10798548,Inactive Investor,Jeffrey Hahn,Financial Planner,"Cadaret, Grant & Co., Inc. Buffalo NY 5892 Main St",jhahn@cadaretgrant.com,,Salesforce
9620472,,Robert Dillon,,,rwdillon70@gmail.com,,List import
11219268,,Jonathan Anderson,,,andersonj@ceteranetworks.com,,Other
10926424,Inactive Investor,Craig Damico,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
11094815,Inactive Investor,Susan Monce,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10955937,Inactive Investor,Garrett Ditus,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11178732,Inactive Investor,Charles Jenkins,,"Farmers Financial Solutions, LLC Ball Ground GA 210 Valley St",,,Salesforce
10464719,,Dominique Davenport,,,davenportdominique0103@gmail.com,,Web Form Fillout
11104929,Inactive Investor,John Hanson,,"Raymond James Financial Services, Inc. Allen TX 225 S Custer Rd",john.hanson@raymondjames.com,,Salesforce
10989585,Inactive Investor,Andrew Yardley,,Rockefeller Financial LLC New York NY 437 Madison Ave,ayardley@rockco.com,,Salesforce
11042128,Inactive Investor,Jacob Knutson,Financial Advisor,Edward Jones Rochester MN 140 Elton Hills Dr NW,jacob.knutson@edwardjones.com,,Salesforce
3106732,,Moon Boseop,,,bsmoon86@gmail.com,,
374243,,Tim Donovan,,[Unknown],timdonovan1@aol.com,,Website
10838142,Inactive Investor,Jason Connolly,Managing Principal;Member,"Sugarloaf Wealth Management, LLC",jconnolly@swmllc.com,,Salesforce
9584632,,Kimberly Cimburke,,,kimberly.cimburke@suntrust.com,,List import
10835548,Inactive Investor,Thomas Hurd,Financial Advisor,"Ameriprise Financial Services, LLC Vestal NY 1550 Vestal Pkwy E",chris.hurd@ampf.com,,Salesforce
10867347,Inactive Investor,Alison Ennenga,,PFS Investments Inc. Brainerd MN 1014 Laurel St,alison.ennenga@primerica.com,,Salesforce
10870284,Inactive Investor,Stephen Mitchell,,"Centaurus Financial, Inc. Tallahassee FL 2100 Fleischmann Rd",,,Salesforce
10888181,Inactive Investor,Kerry Bolen,,"Osaic Wealth, Inc. Henderson NV 27 Candlewyck Dr",,,Salesforce
11173219,Inactive Investor,Peter Nguyen,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",peter.nguyen@ml.com,,Salesforce
9542780,,David Kalk,,,dk@cwamgroup.com,,List import
11063689,Inactive Investor,William Painter,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,william.painter@primerica.com,,Salesforce
9583485,,GLEB SYCHEV,,,g.sychev@1inch.io,,List import
9641958,,Brad Hellman,,,brad.hellman@accesswm.com,,List import
11164959,Inactive Investor,William Dominello,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",william.dominello@rbc.com,,Salesforce
11009545,Inactive Investor,Tarelle Baldwin,,"Allstate Financial Services, LLC Glen Burnie MD 7310 Ritchie Hwy",,,Salesforce
11144417,Inactive Investor,Jorge Balladares,,"Truist Investment Services, Inc. Miami FL 8699 NW 36th St",,,Salesforce
11154588,Inactive Investor,Jason Cox,,State Farm VP Management Corp. Valdese NC 623 Main St E,,,Salesforce
10923422,Inactive Investor,Jason Moore,,"Fifth Third Securities, Inc. Hurricane WV 3049 Mount Vernon Rd",jason.moore@53.com,,Salesforce
153869,,jonathan hayes,,[Unknown],kaibokan@runbox.com,,
9602266,,Troy Rys,,,troyrys9@gmail.com,,List import
10760255,Inactive Investor,Kristi Whitmire,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",kristi.schofield@wellsfargoadvisors.com,,Salesforce
11254162,Inactive Investor,Laura Smith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
188277,,Robert Specht,,[Unknown],rspecht@gmail.com,,
9546984,,Sunny Barozzi,,,barozzilee@comcast.net,,List import
10811979,Inactive Investor,Michael Gonzales,Chief Compliance Officer;Chief Operating Officer,The Foundation Investment Group,michaelg@figwealth.us,,Salesforce
10863798,Inactive Investor,Sheridan Ramirez,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10793394,Inactive Investor,Peggy Lawhorne,Registered Administrative Associate,LPL Financial LLC Henrico VA 200 Westgate Pkwy,peggy.lawhorne@lpl.com,,Salesforce
119807,,Jeffrey Maxwell,"Cao, Svp","Umb Financial Services, Inc.",jeffrey.maxwell@umb.com,816-860-8790,Manual List Upload
10872279,Inactive Investor,Mike Ellis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",,,Salesforce
10806600,Inactive Investor,Mark Jaudes,,"Concourse Financial Group Securities, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",mark.jaudes@concoursefinancial.com,,Salesforce
10962518,Inactive Investor,Steven Warrow,,"Raymond James & Associates, Inc. Southfield MI 25900 Telegraph Rd",steven.warrow@raymondjames.com,,Salesforce
10793640,Inactive Investor,John Trezza,Financial Advisor,"CUSO Financial Services, L.P. Philadelphia PA 1500 Spring Garden St",jtrezza@cusonet.com,,Salesforce
123246,,Scott Fitzgerald,Chief Executive Officer,"Cwm, Llc",sfitzgerald@carsoninstitutional.com,214-692-4200,
10754885,Inactive Investor,Jimmy Scruggs,Financial Advisor;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Shreveport LA 7607 Fern Ave",jimmy.scruggs@benjaminfedwards.com,,Salesforce
341808,,Peter Wayne,Business Development Officer,"Advocacy Wealth Management, Llc",pwayne@advocacytrust.com,800-633-2967,Manual List Upload
11087112,Inactive Investor,Kristine Lee,,J.P. Morgan Securities LLC Walnut CA 300 N Lemon Ave,kristine.lee@jpmorgan.com,,Salesforce
11192453,Inactive Investor,Zachary Ziegler,,"Citizens Securities, Inc. Syracuse NY 110 W Fayette St",zachary.ziegler@citizensbank.com,,Salesforce
9624101,,Tonio Barmadosa,,,bizso09@gmail.com,,List import
11220572,,Shanel Dubique,,,sdubique@cusonet.com,,Other
11148289,Inactive Investor,Joanne Litman,,NYLIFE Securities LLC Chicago IL 736 N Hudson Ave,jlitman@ft.newyorklife.com,,Salesforce
11200686,Inactive Investor,Ellen Himmel,Branch Manager;Financial Advisor,"Regatta Capital Group, LLC",ellen@regattainvest.com,,Salesforce
10886780,Inactive Investor,Ralphael Clarke,,LPL Financial LLC Tampa FL 3800 W Bay to Bay Blvd,ralphael.clarke@lpl.com,,Salesforce
11163272,Inactive Investor,Brian Wooten,,LPL Financial LLC Burlington VT 346 Shelburne Rd,brian.wooten@lpl.com,,Salesforce
10756333,Inactive Investor,Liam Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",liam.jones@ml.com,,Salesforce
2732732,,Marlon Flores,,,mdflores98@aol.com,,
11185675,Inactive Investor,Zachary Schroer,Financial Advisor,LPL Financial LLC Indianapolis IN 893 S Delaware St,zachary.schroer@lpl.com,,Salesforce
10789170,Inactive Investor,Kathleen Reese,Financial Professional,LPL Financial LLC Flemington NJ 260 US Hwy 202/31 N,kathleen.reese@lpl.com,,Salesforce
11077258,Inactive Investor,Catherine Menzies,,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",,,Salesforce
8308263,,Yassine Kraiem,,,yassinekraiem08@gmail.com,6162748850,Web Form Fillout
11093442,Inactive Investor,George Condos,,NYLIFE Securities LLC Franklin Lakes NJ 221 Greenridge Rd,georgecondos@ft.newyorklife.com,,Salesforce
10931486,Inactive Investor,Mark Merten,Advisor,InVest Capital Partners,,,Salesforce
11152791,Inactive Investor,Jeremy Schlueter,,"Farmers Financial Solutions, LLC Brecksville OH 7650 Chippewa Rd",jschlueter@farmersagent.com,,Salesforce
11234666,Inactive Investor,Jackson Vineyard,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11207895,Inactive Investor,Paulina Matel,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,paulina.merchut@morganstanley.com,,Salesforce
9610654,,Güngör Yurttav,,,gyurttav@hotmail.com,,List import
799,,,,,marryseider@cox.net,,
338551,,Robert Haswell,Founding Partner,"Dominus Capital Management, L.p.",rdh@dominuscap.com,212-784-5440,Manual List Upload
10850120,Inactive Investor,James Porea,Partner,Venture Visionary Partners LLC,jporea@venturevp.com,,Salesforce
10913540,Inactive Investor,Donald Belville,,Cetera Advisors LLC Monterey CA 30 Ryan Ct,dbelville@ceteraadvisors.com,,Salesforce
10825915,Inactive Investor,Frederick Bohlander,Founder;Managing Partner,"Sandbox Financial Partners, LLC",fred@sandboxfp.com,,Salesforce
215789,,Cary Stamp,,Cary Stamp Wealth,cary@carystamp.com,,Direct
11027767,Inactive Investor,Deborah McCutchan,Financial Advisor,Edward Jones Columbia SC 100 Forum Dr,deborah.mccutchan@edwardjones.com,,Salesforce
9127779,,Amelia Garnett,,,amelia.garnett@gs.com,,List Import
11090691,Inactive Investor,Zeke Stark,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10797955,Inactive Investor,James Wilhelm,Financial Advisor,Edward Jones Clarkston MI 6480 Citation Dr,james.wilhelm@edwardjones.com,,Salesforce
10871234,Inactive Investor,Alexander Overbeek,Financial Consultant,LPL Financial LLC Grandville MI 3790 30th St SW,alex.overbeek@lpl.com,,Salesforce
10889065,Inactive Investor,Steven Salinas,,NYLIFE Securities LLC Corpus Christi TX 402 Peoples St,ssalinas@ft.newyorklife.com,,Salesforce
11087025,Inactive Investor,Jim Sadler,,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,jim.sadler@thrivent.com,,Salesforce
10510018,,Jessica Truglia,Senior Account Director,Financial Times,jessica.truglia@ft.com,,List Import
11143559,Inactive Investor,Michael Englehart,,"Steward Partners Investment Solutions, LLC Bel Air MD 16A Bel Air South Pkwy",michael.englehart@stewardpartners.com,,Salesforce
10958107,Inactive Investor,Kevin Stillman,Chief Compliance Officer;Financial Advisor;Portfolio Manager,EverNest Financial Advisors,kstillman@evernestfa.com,,Salesforce
10864597,Inactive Investor,Tonya Huntington,,Brighton Securities Corp. Lockport NY 14 Market St,thuntington@brightonsecurities.com,,Salesforce
10975717,Inactive Investor,David Sullivan,Senior Wealth Advisor;Wealth Advisor,"The Colony Group, LLC",dsullivan@thecolonygroup.com,,Salesforce
235804,, -,,[[Unknown]],elijahrevolution@aol.com,,
9548802,,zhang xin,,,zhangxin9@vip.sina.com,,List import
10943596,Inactive Investor,Dylan Chase,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10856484,Inactive Investor,Frances Kerhulas,,"Raymond James Financial Services, Inc. Spartanburg SC 1983 S Pine St",fran.kerhulas@raymondjames.com,,Salesforce
10918112,Inactive Investor,Susan Blackerby,,LPL Financial LLC Panama City FL 700 W 23rd St,,,Salesforce
11018196,Inactive Investor,Jonathan Schechter,Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,jonathan.schechter@ubs.com,,Salesforce
9615287,,Steve Hong,,,scifeeltech@gmail.com,,List import
11033758,Inactive Investor,Mayank Rai,,"Osaic Wealth, Inc. Houston TX 1300 Bay Area Blvd",,,Salesforce
9556348,,Milan Kouba,,,k.o.u.b.i.k@seznam.cz,,List import
10606476,,Krishen Sud,"Managing Member, Portfolio Manager, Regulatory Contact","Sivik Global Healthcare, LLC",krishen@sivik.com,203-769-8600,
10836901,Inactive Investor,Albert Bediones,Financial Advisor;Vice President,Morgan Stanley Honolulu HI 733 Bishop St,albert.bediones@morganstanley.com,,Salesforce
9611115,,Patrick ODwyer,,,patrick.odwyer@mycit.ie,,List import
10926101,Inactive Investor,William Overstreet,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",william.overstreet@ml.com,,Salesforce
10843015,Inactive Investor,Ricky Sasso,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",ricky.sasso@prudential.com,,Salesforce
9569472,,Jeffrey Weber,,,jweber@midwesternsecurities.com,,List import
9593416,,Reynaldo Tobias,,,ray.tobias@prodigy.net,,List import
11006635,Inactive Investor,Courtney Boatright,,"Bankers Life Securities, Inc. Brentwood TN 1600 Westgate Cir",courtney.boatright@bankerslife.com,,Salesforce
11188861,Inactive Investor,Kevin Cancroft,,"Allstate Financial Services, LLC Orange CT 501 Boston Post Rd",kevincancroft@allstate.com,,Salesforce
11102094,Inactive Investor,Douglas Foster,,"Parkland Securities, LLC Bountiful UT 145 N Main St",,,Salesforce
11054865,Inactive Investor,William Smith,,"Osaic FA, Inc.",wsmith@lfg.com,,Salesforce
10782014,Inactive Investor,Jill VanHooser,Vice President,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",jill.larson@wellsfargoadvisors.com,,Salesforce
10766739,Inactive Investor,Ryan Green,Financial Advisor,UBS Financial Services Inc. San Diego CA 600 W Broadway,ryan.green@ubs.com,,Salesforce
11030749,Inactive Investor,Mark Flynn,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",mark.flynn@equitable.com,,Salesforce
11192005,Inactive Investor,Chavon Henderson,,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,chavon.m.walton@jpmorgan.com,,Salesforce
10783452,Inactive Investor,Michael Sinna,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Saint Paul MN 2850 Rice St",michael.sinna@usbank.com,,Salesforce
10885443,Inactive Investor,Justice Powell,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9614156,,Troy Gravitt,,,troygravitt@hotmail.com,,List import
11055888,Inactive Investor,Robert Bianchi-Rossi,,State Farm VP Management Corp. Minneapolis MN 543 Coon Rapids Blvd NW,,,Salesforce
9552301,,Christopher Lineberger,,,linebergerchristopher@gmail.com,,List import
11234212,Inactive Investor,Craig DeNovellis,,"P.J. Robb Variable, LLC Parkton MD Private Residence",,,Salesforce
9603315,,Koray Saltan,,,saltankoray@gmail.com,,List import
9617317,,Christine Broglin,,,broglinchristine@gmail.com,,List import
4624040,,hac rom,,,vaxeli6742@24rumen.com,,Web Form Fillout
11045037,Inactive Investor,James Battistoni,,Cetera Advisors LLC Issaquah WA Private Residence,,,Salesforce
11078412,Inactive Investor,Matthew Hanratty,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",matthew.hanratty@equitable.com,,Salesforce
10901406,Inactive Investor,Azadeh Ward,,Commonwealth Financial Network Needham Heights MA 250 1st Ave,award@commonwealth.com,,Salesforce
11157929,Inactive Investor,Samuel Butler,,Colliers Securities LLC,samuel.butler@colliers.com,,Salesforce
11135138,Inactive Investor,Carter Harris,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",carter_harris@ml.com,,Salesforce
11231644,Inactive Investor,Luke Scott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
1003076,Inactive Investor,Boris Batchvarov,,AI Capital,boris@aicapital.com,617-319-9401,3rd Party Lead Gen
10820682,Inactive Investor,John Cahill,,LPL Financial LLC Louisville KY 9300 Shelbyville Rd,john.cahill@lpl.com,,Salesforce
11149864,Inactive Investor,Dean Jacobs,,Park Avenue Securities LLC Hendersonville TN 109 Hazel Path,dean_jacobs@glic.com,,Salesforce
11071900,Inactive Investor,Cillian Tyrrell,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Gainesville VA 8170 Stonewall Shops Sq,cillian.tyrrell@jpmorgan.com,,Salesforce
11142112,Inactive Investor,Deirdre Babcock,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",deirdre.d.babcock@ml.com,,Salesforce
10617341,,Craig Jensen,,,craig.e.jensen@ampf.com,,List Import
10762824,Inactive Investor,James Biggers,Wealth Management Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,larry.biggers@morganstanley.com,,Salesforce
5916894,,Eugene Smith,,,boreca7761@irebah.com,,Web Form Fillout
11132787,Inactive Investor,Dylan Branson,,LPL Financial LLC Mt. Airy MD Private Residence,,,Salesforce
11052822,Inactive Investor,Robert Brien,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsford NY 1200 Pittsford Victor Rd",robert.brien@wellsfargoadvisors.com,,Salesforce
11046828,Inactive Investor,Robert Markley,,Sigma Financial Corporation Ann Arbor MI Private Residence,rmarkley@sigmarep.com,,Salesforce
10883847,Inactive Investor,Kerry O'Brien,Chief Compliance Officer;Founder,BeingFit Financial,kerry@beingfitfinancial.com,,Salesforce
11144879,Inactive Investor,Dean Mioli,,"CUSO Financial Services, L.P. West Chester PA 1209 W Chester Pike",,,Salesforce
10780877,Inactive Investor,Michael Linenberg,,Deutsche Bank Securities Inc.,,,Salesforce
11025560,Inactive Investor,Anne Wilde,,PFS Investments Inc. Benson MN 1325 Pacific Ave,anne.wilde@primerica.com,,Salesforce
11058396,Inactive Investor,Petar Markovic,,Deutsche Bank Securities Inc.,petar@deutschewealth.com,,Salesforce
10902638,Inactive Investor,Kyle Holloway,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
9592530,,Joseph Mcdermott,,,jmcdermott@alariccompliance.com,,List import
10648281,,James Person,,,jperson@sfpdenver.com,,List import
10903550,Inactive Investor,Tyson Halsey,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,"Income Growth Advisors, LLC",th@incomegrowthadvisors.com,,Salesforce
10804513,Inactive Investor,Timothy Newman,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",timothy.r.newman@wellsfargoadvisors.com,,Salesforce
10781344,Inactive Investor,Jon Cherry,President,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",cherry.jon@ntrs.com,,Salesforce
10755018,Inactive Investor,Richard Homuth,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",rick_homuth@ml.com,,Salesforce
11057685,Inactive Investor,Jeff Greenwood,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeff.greenwood@schwab.com,,Salesforce
214940,,Andrew Mortensen,,NMS Ventures,andym3@gmail.com,504-723-4334,Organic Search
10854092,Inactive Investor,Christie Hayden,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10762951,Inactive Investor,Roger Busch,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Orlando FL 201 E Pine St,roger.busch@morganstanley.com,,Salesforce
11036767,Inactive Investor,Gregory Irwin,Financial Advisor,LPL Financial LLC Winston Salem NC 1404 Plaza West Dr,gregory.irwin@lpl.com,,Salesforce
11172470,Inactive Investor,Toni Iannarelli,Financial Advisor,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",tiannarelli@wisdirect.com,,Salesforce
10948420,Inactive Investor,Quan Le,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Investment Advisor Representative;Managing Member,Rockside Investments LLC,,,Salesforce
10969847,Inactive Investor,Michelle Mckinnon,Wealth Advisor,"Klingman and Associates, LLC",mmckinnon@klingmanria.com,,Salesforce
10871925,Inactive Investor,Benjamin Stephens,Financial Advisor,Edward Jones Villa Park IL 36 S Villa Ave,ben.w.stephens@edwardjones.com,,Salesforce
11148296,Inactive Investor,Samuel Strum,,NYLIFE Securities LLC Chicago IL 500 W Madison St,sstrum@ft.newyorklife.com,,Salesforce
9632475,,YAO ZHOU,,,747499578@qq.com,,List import
10988547,Inactive Investor,Jaquelin Yanes,,Thrivent Investment Management Inc.,,,Salesforce
9637092,,David Miller,,,dmiller@martin-co.com,,List import
11162757,Inactive Investor,Tahlia Nie,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",tahlia.nie@ml.com,,Salesforce
10967700,Inactive Investor,Briana Nguyen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10849532,Inactive Investor,Vincent Montanti,,LPL Financial LLC Boca Raton FL 2424 N Federal Hwy,vcmontanti@lpl.com,,Salesforce
9557561,,David Evensky,,,devensky@ek-ff.com,,List import
10786905,Inactive Investor,Aesha Nagi,Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,aesha.desai@us.hsbc.com,,Salesforce
10796507,Inactive Investor,Christopher Arnella,Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President;Workplace Advisor - Equity Com,Morgan Stanley New York NY 1 Penn Plz,christopher.arnella@morganstanley.com,,Salesforce
10925541,Inactive Investor,Matthew MacLachlan,Chief Operating Officer,"New England Private Wealth Advisors, LLC",matthew.maclachlan@nepwealth.com,,Salesforce
11029788,Inactive Investor,Terri Moore,,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",terri.moore@raymondjames.com,,Salesforce
10983126,Inactive Investor,Michael OBrien,,"Empower Financial Services, Inc Waltham MA 255 Bear Hill Rd",michael.obrien@empower.com,,Salesforce
10910237,Inactive Investor,Cory Clawson,,Morgan Stanley South Jordan UT 680 W 10000 S,cory.clawson@morganstanley.com,,Salesforce
11036906,Inactive Investor,Todd Dubester,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",todd.dubester@nm.com,,Salesforce
9646908,,Paul Gomez,,,pgomezinvestments@gmail.com,,List import
11074420,Inactive Investor,Brandon Lanz,Managing Partner,49 Financial Dallas TX 14555 Dallas Pkwy,brandon.lanz@49financial.com,,Salesforce
9568532,,Kyle Sibley,,,ksibley14@gmail.com,,List import
11130533,Inactive Investor,Lowell Reichardt,,"Woodmen Financial Services, Inc.",lreichardt@woodmen.org,,Salesforce
10922306,Inactive Investor,Matthew Kitchie,,Cetera Advisor Networks LLC Pottstown PA 55 N Sunnybrook Rd,,,Salesforce
10923681,Inactive Investor,David Escamilla,,J.P. Morgan Securities LLC Little Elm TX 2701 FM 423,david.escamilla@jpmorgan.com,,Salesforce
11182239,Inactive Investor,Christopher Spieldenner,,"Calton & Associates, Inc. Clearwater FL 2240 Belleair Rd",cspieldenner@calton.com,,Salesforce
11173264,Inactive Investor,Danny Chi,Financial Advisor,Edward Jones Bothell WA 18920 Bothell Way NE,danny.chi@edwardjones.com,,Salesforce
11203985,Inactive Investor,Patricia Ferraro,Chief Compliance Officer;Managing Member,Ritholtz Wealth Management,patricia@ritholtzwealth.com,,Salesforce
11204231,Inactive Investor,Jennifer Williams,,Lincoln Investment Tallahassee FL 1410 Piedmont Dr E,,,Salesforce
11019515,Inactive Investor,Debora Nunez,Relationship Manager,"L & S Advisors, Inc",dnunez@lsadvisors.com,,Salesforce
11100209,Inactive Investor,Jarett Olivastro,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11178709,Inactive Investor,Lester West,,"Geneos Wealth Management, Inc. Saint George UT 923 S River Rd",,,Salesforce
9596817,,Jim Tallent,,,jim@tallenttribe.com,,List import
6069144,,lpo de,,,ceyimom432@chnlog.com,,Web Form Fillout
231732,, -,,[[Unknown]],twilight525@naver.com,,Organic Search
206500,,Patrik Tjokorda,,[Unknown],patrik@hedge.capital,,
9581621,,gary gottlieb,,,gngproducts@aol.com,,List import
10845185,Inactive Investor,Mark Field,,Cetera Advisor Networks LLC Roswell GA 401 Macy Dr,,,Salesforce
11083661,Inactive Investor,Sean Cooney,,"Raymond James & Associates, Inc. Plymouth MI 505 S Main St",sean.cooney@raymondjames.com,,Salesforce
217918,,Richard Fulton,,"International Assets Investment Management, LLC",rfulton@iaac.com,,
716,,,,,lamucavie@fibertel.com.ar,,
10900373,Inactive Investor,Rie Shoji,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",rie.shoji@schwab.com,,Salesforce
10993099,Inactive Investor,Ryan Rump,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
9546267,,Karene Silvera,,,kaloes91@gmail.com,,List import
10942790,Inactive Investor,Gerardo Pena Magana,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,,,Salesforce
11114282,Inactive Investor,Lanai Alphonse,,PFS Investments Inc. Houston TX 11767 Katy Fwy,lalphonse@primerica.com,,Salesforce
9592942,,Jeremy Vandermeid,,,jvandermeid@monroecap.com,,List import
10994319,Inactive Investor,Juan Daniel Ceja,,Citigroup Global Markets Inc. Atwater CA 700 Bellevue Rd,,,Salesforce
9615620,,kichitaro Hagiwara,,,kichitaro_hagiwara@nksol.com,,List import
11220763,,Daniel Hamilton,,,daniel.hamilton@empower.com,,Other
11192289,Inactive Investor,Fabio Scacciavillani,Member;Partner,CSS Capital Advisory LLC,,,Salesforce
10814867,Inactive Investor,Mark Webster,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",mark.webster@wellsfargoadvisors.com,,Salesforce
10770168,Inactive Investor,Brentley Jenkins,Financial Advisor,Edward Jones Cherryville NC 217 E Main St,brent.jenkins@edwardjones.com,,Salesforce
11108433,Inactive Investor,Francis Petrangelo,Director,Edelman Financial Engines East Longmeadow MA 382 N Main St,,,Salesforce
10849359,Inactive Investor,Jonathan Galego,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Providence RI 275 Promenade St",jonathan.galego@nm.com,,Salesforce
10957240,Inactive Investor,Anne Chavez,Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",anne.chavez@ml.com,,Salesforce
9547728,,Daniel Fan,,,dfan@ff-inc.com,,List Import
10960133,Inactive Investor,Tanner Young,,"OneAmerica Securities, Inc.",,,Salesforce
11136789,Inactive Investor,John Wright,,"The Leaders Group, Inc.",,,Salesforce
11222649,,Samuel Ogles,,,samuel.ogles@timothyfinancial.com,,List Import
11087596,Inactive Investor,Joseph Mitchell,,"Raymond James Financial Services, Inc. Marysville OH 246 W 5th St",joseph.mitchell@raymondjames.com,,Salesforce
10889150,Inactive Investor,Justin Gomez,Financial Advisor,Edward Jones Napa CA 1721 1st St,justin.gomez@edwardjones.com,,Salesforce
10825962,Inactive Investor,Michael Aniello,Financial Advisor;Wealth Manager,The Pinnacle Financial Group Melville NY 1 Huntington Quadrangle,,,Salesforce
10656836,,Curtiss Bibbs,,,curtiss.bibbs@primerica.com,,List Import
11190519,Inactive Investor,Keshaun Stewart,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9861969,,Raven Dickert,,,rdick195@gmail.com,,Web Form Fillout
10881002,Inactive Investor,Dean Maschka,,"Osaic Wealth, Inc. Saint Paul MN 1987 Old Hwy 8 NW",,,Salesforce
10786996,Inactive Investor,Rafi Rizvi,Executive Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,rafi.m.rizvi@jpmorgan.com,,Salesforce
11048036,Inactive Investor,Ralph Porpora,,B. Riley Wealth Management New Windsor NY 484 Temple Hill Rd,,,Salesforce
10983469,Inactive Investor,Calvin Jordan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Heights IL 12145 S Harlem Ave",,,Salesforce
10980619,Inactive Investor,Billy Milligan,,PFS Investments Inc. Tempe AZ 2245 W University Dr,bmilligan@primerica.com,,Salesforce
11037892,Inactive Investor,Adrian Regueiro,,J.P. Morgan Securities LLC Fort Lauderdale FL 5500 S Flamingo Rd,adrian.regueiro@jpmorgan.com,,Salesforce
10937094,Inactive Investor,Sidney Banks,,"St. Bernard Financial Services, Inc. Jonesboro AR 300 W Jefferson Ave",sidney.banks@stbernardfinancial.com,,Salesforce
11235268,Inactive Investor,Aaron Cohen,Co-Founder;Managing Director,"GYL Financial Synergies, LLC New York NY 150 E 52nd St",acohen@gylfinsyn.com,,Salesforce
11000610,Inactive Investor,Alexander Frank,,"First Command Brokerage Services, Inc. Oklahoma City OK 5604 SE 67th St",adfrank@firstcommand.com,,Salesforce
10971794,Inactive Investor,John Abdelmalak,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9635727,,Patrick Saladyga,,,psaladyga@lawleyretirement.com,,List import
10998864,Inactive Investor,Christina Larson,,J.P. Morgan Securities LLC Matawan NJ 318 Lloyd Rd,,,Salesforce
10945105,Inactive Investor,Bela Shah,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",belashah@financialguide.com,,Salesforce
9551063,,Scott Kimelman,,,skimelman@kimelmanbaird.com,,List import
10795057,Inactive Investor,Susan Craigie,Coordinator;Practice Manager,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",susan.craigie@raymondjames.com,,Salesforce
333680,,John Gross,Relationship Manager,"Polen Capital Management, Llc",jgross@polencapital.com,156-124-12425,Manual List Upload
11198790,Inactive Investor,Jimmy Huggins,Chief Compliance Officer;Managing Member;Wealth Manager,"Diamond Investment Management Services, LLC",,,Salesforce
10818327,Inactive Investor,Timothy Rock,Financial Advisor,Edward Jones New Orleans LA 720 Harrison Ave,tim.rock@edwardjones.com,,Salesforce
233615,,HOMER LEON JR. DUDLEY -,,HOMER LEON JR. DUDLEY [[Unknown]],leondudley@msn.com,,Direct
10823493,Inactive Investor,Timothy Sparks,Financial Advisor,Edward Jones Salem OR 3390 Commercial St SE,tim.sparks@edwardjones.com,,Salesforce
10999708,Inactive Investor,Boanerges Saavedra,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",,,Salesforce
10914886,Inactive Investor,Jonathan Gervais,Vice President;Wealth Relationship Manager,HSBC Securities (USA) Inc. Cupertino CA 10745 S De Anza Blvd,jonathan.j.gervais@us.hsbc.com,,Salesforce
11260509,Inactive Investor,Alexi Tsolirides,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 342 Washington St",alexi.tsoliredes@ml.com,,Salesforce
9578581,,Shawn Moss,,,shawnmoss@me.com,,List import
10916101,Inactive Investor,Alexander Gendron,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Naperville IL 263 Shuman Blvd",gendrona@stifel.com,,Salesforce
11039571,Inactive Investor,Joao Valente,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,john.valente@ceterainvestors.com,,Salesforce
11002364,Inactive Investor,Derek Deoul,Portfolio Consultant;Relationship Manager,"Raymond James & Associates, Inc.",derek.deoul@raymondjames.com,,Salesforce
10767230,Inactive Investor,Alfonso Figliolia,Investment Advisor;Member,"Cornerstone Professional Advisor Services, LLC",,,Salesforce
11025027,Inactive Investor,Felix Villaverde,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,felixvillaverde@statefarm.com,,Salesforce
11048195,Inactive Investor,Drew Christ,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",drew.christ@robinhood.com,,Salesforce
10961323,Inactive Investor,Isaac Sherman,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",isaac.r.sherman@nm.com,,Salesforce
199768,,Francesco Cardullo,,[Unknown],francesco@asdra.com,,
348785,,Katie Hampton,Client Relations Specialist,"Integrated Wealth Advisory Services, Inc.",khampton@integratedwealthkc.com,913-491-4908,Manual List Upload
11186856,Inactive Investor,Troy Christensen,,"First Heartland Capital, Inc. Clive IA 12035 University Ave",,,Salesforce
10910011,Inactive Investor,Duran Allen,Financial Advisor,LPL Financial LLC Des Plaines IL 10600 W Higgins Rd,,,Salesforce
11181840,Inactive Investor,Jason Bach,Agent,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",jbach@financialguide.com,,Salesforce
10795167,Inactive Investor,Matt Jacobson,Managing Member;Regulatory Contact,"Jacobs & Company, LLC",,,Salesforce
11031389,Inactive Investor,Mason Doughty,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 1935 N 120th St",mason.a.doughty@ampf.com,,Salesforce
10966675,Inactive Investor,Christina Keddie,Chief Compliance Officer,"Roundview Capital, LLC",christina@roundviewcapital.com,,Salesforce
10935397,Inactive Investor,Perla Leroy,,J.P. Morgan Securities LLC Rancho Cucamonga CA 9700 19th St,perla.mulgado@jpmorgan.com,,Salesforce
10861023,Inactive Investor,Matthew Schilling,Financial Advisor,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",matthew.schilling@northerntrust.com,,Salesforce
9554945,,John Palmer,,,jpalmer@rineyhancock.com,,
206993,,Peter John,,CAPITAL LAW LTD,legalman1987@gmail.com,2.34704E+12,
9584086,,Todd Hearp,,,hearp_todd@nlvmail.com,,List import
10750388,Inactive Investor,Miguel Aguirre Tovar,,Credicorp Capital LLC Bogota Piso 18,,,Salesforce
11012517,Inactive Investor,David Clumpner,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,,,Salesforce
11077096,Inactive Investor,Dershaun Holden,,"Raymond James & Associates, Inc. Atlanta GA Private Residence",dershaun.holden@raymondjames.com,,Salesforce
57911,,Steve Curley,Director of Investment Strategy,WaterOak Advisors,scurley@evwateroak.com, +1 407 567 2956,
245669,,Todd Rosenbluth,Head of Research,VettaFi,todd.rosenbluth@vettafi.com,,Manual List Upload
334350,,Anita Duncan,,Mercer Global Advisors Inc.,aduncan@merceradvisors.com,(858) 350-7539,
10882609,Inactive Investor,Jeffrey Anderson,,LPL Financial LLC Stephenson MI W215 Mill St,jeffrey.d.anderson@lpl.com,,Salesforce
372530,,Abe Daniels,,United States,abe.tightlinemarketing@gmail.com,,Salesforce
101736,,Christopher Benson,Principal,"L. K. Benson & Company, P.c.",chris@lkbenson.com,410-494-6680,Manual List Upload
10891877,Inactive Investor,Sameer Adi,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",sam.adi@ml.com,,Salesforce
9548981,,thomas dee,,,thomasjdee@gmail.com,,List import
10968926,Inactive Investor,Linda Tillett,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,linda.tillett@primerica.com,,Salesforce
4599686,,Edward Carroll,,,edward.carroll@mhcarnegie.com,,Web Form Fillout
10788008,Inactive Investor,Randall Van Sickle,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",randall.vansickle@ml.com,,Salesforce
11158553,Inactive Investor,Edward Mulcahy,Member,"MPS-Loria Financial Planners, LLC",ed@mpsloria.com,,Salesforce
11064079,Inactive Investor,Mary Smith,,PFS Investments Inc. Jefferson GA 49 College St,,,Salesforce
10774374,Inactive Investor,Janet Rush,,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,janet.rush@ubs.com,,Salesforce
10991340,Inactive Investor,Betty Buckman,,"Allstate Financial Services, LLC Laramie WY 755 N 4th St",bbuckman@allstate.com,,Salesforce
10612389,,Vincent Signorile,"Financial Advisor, Managing Director",,vincent.signorile@raymondjames.com,,List Import
10824606,Inactive Investor,Jaime Odena,,Cetera Advisor Networks LLC Milpitas CA Private Residence,odenaj@ceteranetworks.com,,Salesforce
9571150,,Alexander Klabin,,,aklabin@senatorlp.com,,List import
9554564,,Arber Raci,,,arberr11@gmail.com,,List import
11004516,Inactive Investor,Bryant Mayes,,"Empower Financial Services, Inc Franklinville NJ Private Residence",bryant.mayes@empower.com,,Salesforce
11168399,Inactive Investor,Michael De Philippis,,"Raymond James Financial Services, Inc. Elk Grove CA 9381 E Stockton Blvd",michael.dephilippis@raymondjames.com,,Salesforce
9576251,,James Mosley,,,jamesmosley186@gmail.com,,List import
10806422,Inactive Investor,Matthew Carey,Financial Advisor,Oppenheimer & Co. Inc. Princeton NJ 302 Carnegie Ctr,matt.carey@opco.com,,Salesforce
10827749,Inactive Investor,Lee Munson,Chief Compliance Officer;Chief Investment Officer;Managing Member,Portfolio Wealth Advisors,lee@portfoliollc.com,,Salesforce
10833059,Inactive Investor,Venmalrani Jayakumar,Owner,LL Investments Group LLC,,,Salesforce
10902141,Inactive Investor,Reed Mick,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",reed.mick@cunamutual.com,,Salesforce
10871900,Inactive Investor,Kylen Yamakawa,,Cetera Advisor Networks LLC Honolulu HI 745 Fort Street Mall,,,Salesforce
11170687,Inactive Investor,Kayla Murphy,,"Bessemer Investor Services, Inc.",,,Salesforce
11000695,Inactive Investor,Chase Minhondo,,"Farmers Financial Solutions, LLC Syracuse UT 1261 W 1700 S",cminhondo@farmersagent.com,,Salesforce
240418,,ROKBONG KIM,,[Unknown],triplesolutioncanada@gmail.com,,source
11091464,Inactive Investor,Trudy Stanley,,"Kestra Investment Services, LLC South Burlington VT 620 Hinesburg Rd",tandrews@nfp.com,,Salesforce
10951999,Inactive Investor,Laura Drummond,Supervisor,"Wells Fargo Clearing Services, LLC",laura.drummond@wellsfargoadvisors.com,,Salesforce
11185308,Inactive Investor,Marc Steingrebe,Senior Client Associate,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
10962812,Inactive Investor,Brandy Bergmeier,Owner,Thrive Financial Management,,,Salesforce
10829962,Inactive Investor,Richard Landi,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",rlandi@capitolsecurities.com,,Salesforce
9577091,,Daniel Zitt,,,dzitt@ftbadvisors.com,,List import
11198229,Inactive Investor,Steven Troccoli,Chief Executive Officer;Founding Partner;Vice President;Wealth Advisor,Seasons of Advice Wealth Management,steven.troccoli@soawealth.com,,Salesforce
64219,,Jon Ullman,VP and Director of Financial Planning,Montis Financial,jullman@montisfinancial.com, +1 802 660 9122,
10967970,Inactive Investor,Karen Merritt,,"Cambridge Investment Research, Inc. Raleigh NC 9208 Falls of Neuse Rd",,,Salesforce
11165360,Inactive Investor,Rachel Kelbacher,,"Osaic Wealth, Inc. Rocky Hill CT 100 Corporate Pl",,,Salesforce
9612847,,Ali ata Koç,,,alikoc07@outlook.com,,List import
9566313,,Miseon Kim,,,erate1771@hotmail.com,,List import
11017814,Inactive Investor,Ryan Zern,Financial Advisor,LPL Financial LLC Wichita KS 230 S Maize Rd,ryan.zern@lpl.com,,Salesforce
11203873,Inactive Investor,Dennis McGilvery,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,dennis.mcgilvery@primerica.com,,Salesforce
10855833,Inactive Investor,Eric Goldstone,Chief Compliance Officer;President,Goldstone Portfolios Incorporated,,,Salesforce
11128163,Inactive Investor,Jeanette Gruber,,Cetera Advisors LLC Peoria Heights IL 3814 N Monroe Ave,jeanette.gruber@ceteraadvisors.com,,Salesforce
11086434,Inactive Investor,Michael Pitts,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",,,Salesforce
10656549,,Kevin Connolly,,,kevin.connolly@invesco.com,,List Import
11074128,Inactive Investor,Dena Sellers,Financial Advisor,"Equitable Advisors, LLC Atlanta GA 7 Piedmont Ctr NE",dena.sellers@equitable.com,,Salesforce
11114996,Inactive Investor,Barak Steika,Financial Advisor,Lesko Securities Inc.,bsteika@leskofinancial.com,,Salesforce
11155168,Inactive Investor,Lisa Aschenbeck,,"Cambridge Investment Research, Inc. Lago Vista TX Private Residence",,,Salesforce
10847562,Inactive Investor,Clinton Crocker,Partner,"M Holdings Securities, Inc. Charlotte NC 6525 Carnegie Blvd",clinton.crocker@mfin.com,,Salesforce
10954790,Inactive Investor,Matthew Dunne,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9630567,,Gottlieb Freudenreich,,,gottlieb.freudenreich@gmail.com,,List import
11138835,Inactive Investor,Michael Legieza,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",michael.legieza@ml.com,,Salesforce
10840885,Inactive Investor,Richard Porter,,"Cambridge Investment Research, Inc. Oklahoma City OK 700 Cedar Lake Blvd",,,Salesforce
10950568,Inactive Investor,Samuel Griffith,,Edward Jones Paris AR 20 N Express St,,,Salesforce
9619240,,Derek Smashey,,,derek.smashey@scout-ia.com,,List import
10939256,Inactive Investor,Jennifer Harvey,,Cetera Advisors LLC Bellefontaine OH 3749 County Road 55,,,Salesforce
11114815,Inactive Investor,Tyler Tucker,,"MML Investors Services, LLC Springfield OH 1127 E Home Rd",,,Salesforce
10865994,Inactive Investor,George Alessandria,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,george.alessandria@lpl.com,,Salesforce
11062759,Inactive Investor,Beau Barrett,,Cetera Financial Specialists LLC Springfield MO 1445 E Republic Rd,beau.barrett@ceterafs.com,,Salesforce
10974693,Inactive Investor,Lucas Atwood,,"Farmers Financial Solutions, LLC Peoria AZ 8715 W Union Hills Dr",latwood@farmersagent.com,,Salesforce
123634,,Geoffrey Gregory,Senior Wealth Advisor,"Hightower Advisors, Llc",ggregory@hightoweradvisors.com,800-784-1805,
10859856,Inactive Investor,Shaun Daylor,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,shaun.daylor@fidelity.com,,Salesforce
10750469,Inactive Investor,Stephen Gigliotti,,BMO Nesbitt Burns Securities Ltd. Toronto Fl 1 1 Canadian Pl,,,Salesforce
10813421,Inactive Investor,Bret Roberts,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Denver CO 3033 E 1st Ave,bret.roberts@morganstanley.com,,Salesforce
11088671,Inactive Investor,Stephen Magee,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10755814,Inactive Investor,Yaroslav Faybishenko,Portfolio Manager,Gilder Gagnon Howe & Co. LLC,yaroslav@gghc.com,,Salesforce
9550809,,Justin Mambaje,,,justin.mambaje@transamerica.com,,List import
10800831,Inactive Investor,Christina Caldwell,,"Cambridge Investment Research, Inc. Lexington MO Private Residence",,,Salesforce
11073674,Inactive Investor,Andrew Thomas,Executive Director,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11204419,Inactive Investor,William Henderly,Chief Compliance Officer;Founder;Partner;Principal;Regulatory Contact;Senior Partner,"Nvest Wealth Strategies, Inc. Powell OH 9757 Fairway Blvd",bill@nvestwealth.com,,Salesforce
10952009,Inactive Investor,Michael Hart,Chief Planning Strategist;Founder;Member,Wallace Hart Capital Management,andrew@wallacehart.com,,Salesforce
10798302,Inactive Investor,William Hicks,,State Farm VP Management Corp. Richardson TX 1415 State St,bill.hicks.icjb@statefarm.com,,Salesforce
9607292,,Anthony DeMaria,,,ademaria@lcpim.com,,List import
10768917,Inactive Investor,Louise Gunderson,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,louise.gunderson@ubs.com,,Salesforce
11150571,Inactive Investor,Aleece Kardon,,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",aleece.ackerman@tfaconnect.com,,Salesforce
10869157,Inactive Investor,Matthew Muckler,Chief Compliance Officer;Senior Vice President,"Benjamin F. Edwards & Company, Inc.",matt.muckler@benjaminfedwards.com,,Salesforce
10772994,Inactive Investor,Todd Newstead,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10510847,,Rob Stewart,"Director, Invesco QQQ Marketing",Invesco Ltd.,rob.stewart@invesco.com,,List Import
10615679,,Daniel Laya,,,dlaya@lincolninvestment.com,,List import
11211261,Inactive Investor,Steven Hauser,,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",steven.e.hauser@wellsfargo.com,,Salesforce
9581432,,Brendan Willmann,,,brendan@granadawm.com,,List import
11018784,Inactive Investor,Kenneth Monaghan,,J.P. Morgan Securities LLC Pompton Plains NJ 600 Newark Pompton Tpke,kenneth.monaghan@jpmorgan.com,,Salesforce
9569216,,Jonathan Reheuser,,,jonathan.reheuser@fidelity.com,,List import
10979937,Inactive Investor,Roberr Carter,,PFS Investments Inc. Stockbridge GA 157 Burke St,robert.carter@primerica.com,,Salesforce
9593799,,Claudia Borg,,,cborg@argenticmgmt.com,,List import
11064506,Inactive Investor,William Laundon,Financial Advisor,Edward Jones Apex NC 859 Perry Rd,bill.laundon@edwardjones.com,,Salesforce
229664,, -,,[[Unknown]],lslatten@live.com,,Organic Search
10815886,Inactive Investor,John Kriel,,Institutional Securities Corporation,,,Salesforce
11068188,Inactive Investor,Adam Wetzel,Paraplanner,"Ameriprise Financial Services, LLC Columbus OH 8425 Pulsar Pl",adam.s.wetzel@ampf.com,,Salesforce
11055049,Inactive Investor,James Carpentier-Levy,Associate Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",james.carpentier-levy@morganstanley.com,,Salesforce
11017797,Inactive Investor,Lorri Jefferson,Chief Compliance Officer;Investment Advisor Representative;President,Vision Tech Group LLC,,,Salesforce
10797158,Inactive Investor,Karen Hausler,,NYLIFE Securities LLC Latham NY 8 Century Hill Dr,khausler@ft.newyorklife.com,,Salesforce
11035144,Inactive Investor,German Gentile,Chief Executive Officer;Chief Operating Officer,London House Capital,german.gentile@londonhousecapital.com,,Salesforce
10930255,Inactive Investor,Kezio Lacerda,,PFS Investments Inc. Oakland NJ 48 Spruce St,kezio.lacerda@primerica.com,,Salesforce
10871489,Inactive Investor,Samantha Calvin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,samantha_calvin@vanguard.com,,Salesforce
10997978,Inactive Investor,Laura Cash,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10788723,Inactive Investor,Adam Montgomery,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,adam_montgomery@vanguard.com,,Salesforce
10805100,Inactive Investor,Keith Josewski,Financial Advisor,"Ameriprise Financial Services, LLC Osseo MN 11671 Fountains Dr",keith.a.josewski@ampf.com,,Salesforce
374452,,Francis Woods,Investment Advisor Representative,"Ameritas Investment Company, LLC",fwoods@ameritas.com,317-218-2090,Salesforce
11185272,Inactive Investor,James Holmes,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",jim.holmes@wellsfargoadvisors.com,,Salesforce
9591568,,Walter Clark,,,wclark@rmbcap.com,,List import
11150313,Inactive Investor,Peter Blackwell,Financial Advisor,LPL Financial LLC Spokane WA 7307 N Division St,blackwellfinancialservices@lpl.com,,Salesforce
11156501,Inactive Investor,Kraig Begley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kraig.begley@ml.com,,Salesforce
11106147,Inactive Investor,Michael Herr,Executive Vice President,"Summit Family Office Services, LLC",michael@summitfam.com,,Salesforce
11178141,Inactive Investor,Robert Grasso,Executive Director;Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Investing with Impact Director,Morgan Stanley Chicago IL 227 W Monroe St,robert.grasso@morganstanley.com,,Salesforce
11075030,Inactive Investor,Gary Ferreira,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",gary_ferreira@ml.com,,Salesforce
10647224,,Daniel Medina,,,daniel.g.medina@jpmorgan.com,,List Import
9552349,,Tong Zhao,,,tzhao@discap.com,,List import
10813030,Inactive Investor,Sandra Adkins,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",sandy.adkins@nm.com,,Salesforce
11142163,Inactive Investor,Jennifer Landers,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
11046940,Inactive Investor,Yehudah Fein,Wealth Management Associate,Morgan Stanley Potomac MD 12505 Park Potomac Ave,yehudah.fein@morganstanley.com,,Salesforce
336001,,John Herber,Chairman,Rubinbrown Advisors Llc,john.herber@rubinbrown.com,314-290-3300,Manual List Upload
60330,,Kathy Nicholl,Chief Compliance Officer,"Performa Limited (us), Llc",knicholl@performausa.com,843-297-4940,Manual List Upload
10812548,Inactive Investor,Fernando Vidal-Otero,Financial Advisor;Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",,,Salesforce
11032391,Inactive Investor,Amanda Bussa,Financial Planner,"Osaic FA, Inc. Southfield MI 20505 W 12 Mile Rd",,,Salesforce
119801,,Ernesto Chavez,,"Western International Securities, Inc.",echavez@wisdirect.com,888-793-7717,
192924,,Chris Mirrione,Senior Portfolio Manager,Alesco Advisors Llc,cmirrione@alescoadvisors.com,585-586-0970,Manual List Upload
10763586,Inactive Investor,Nathaniel Lane,Chief Compliance Officer;Chief Investment Officer;Director - Client Relations;Managing Member;Managing Partner,ClearPath Capital Partners LLC,nathaniel@clearpathcapital.com,,Salesforce
11046333,Inactive Investor,Stephanie Willison,Financial Advisor;Member;Owner,Savant Wealth Management Greenwood IN 609 Treybourne Dr,swillison@savantwealth.com,,Salesforce
10883602,Inactive Investor,Tarik Premilovac,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tarik_premilovac@vanguard.com,,Salesforce
9623979,,Daniel Cannon,,,mlcannon13@yahoo.com,,List import
9563148,,Ami Howes,,,ahowes@massmutual.com,,List import
11097750,Inactive Investor,David Hume,,Revere Securities LLC Boston MA 160 State St,dhume@reveresecurities.com,,Salesforce
10620035,,Elise Tvrdik,,,etvrdik@greatbanctrust.com,,List Import
345544,,Michael Borgia,"Chief Financial Officer, Manager, Member","Sanders Capital, Llc",mborgia@sanderscapital.com,212-291-7900,Manual List Upload
9583226,,Charles Brighton,,,charles@brightonjones.com,,List import
10928986,Inactive Investor,Akeem Williams,Private Client Banker,J.P. Morgan Securities LLC New York NY 2438 Broadway,akeem.williams@chase.com,,Salesforce
10985910,Inactive Investor,Chad Eubanks,,"U.S. Bancorp Investments, Inc. Coeur D Alene ID 1603 N 4th St",,,Salesforce
10820264,Inactive Investor,Barbara Kingrey,Financial Advisor,Edward Jones Raleigh NC 10320 Durant Rd,barbara.kingrey@edwardjones.com,,Salesforce
9572719,,Casey Dalthorp,,,casey.dalthorp@fmr.com,,List import
9565411,,Tamela Ward,,,tams.m.ward@outlook.com,,List import
10848092,Inactive Investor,Matthew Lowell,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",matthew.lowell@nm.com,,Salesforce
9562144,,Rafael Valim Pereira,,,raugusto@ttwork.com.br,,List import
9601704,,William Horigan,,,whorigan@ctwealthmgmt.com,,List import
11036964,Inactive Investor,John McKivigan,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",john.mckivigan@equitable.com,,Salesforce
10948288,Inactive Investor,Indira Romero,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10886460,Inactive Investor,Charles Conners,,"Western International Securities, Inc. Irvine CA 15615 Alton Pkwy",bconners@wisdirect.com,,Salesforce
10888328,Inactive Investor,Yi Li,,Cetera Investment Services LLC New York NY 485 Madison Ave,,,Salesforce
9594031,,Stephen Engro,"President, Treasurer, Chief Compliance Officer, Secretary",Beacon Financial Group,sengro@beaconfg.com,,List import
10810847,Inactive Investor,Lea Kong,Trustee,Apriem Advisors,lea@apriem.com,,Salesforce
10861450,Inactive Investor,Joseph Arsenault,Co-Founder;Managing Partner,"Arbor Wealth Management, LLC",josepharsenault@arborfirm.com,,Salesforce
11101510,Inactive Investor,Merry Bagwell,First Vice President,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",merry.bagwell@raymondjames.com,,Salesforce
9569232,,Anene Ikenna,,,nairahelp1@gmail.com,,List import
1532526,Inactive Investor,130132198403192556 130132198403192556,,TBD,404469007@qq.com,18988941950,
10997044,Inactive Investor,Jake Alexis,Assistant Vice President;Investment Relationship Officer,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11110374,Inactive Investor,Michael Perry,,"Retirement Advisors, LLC",,,Salesforce
10839649,Inactive Investor,Susan Kauble,,Cetera Advisors LLC Eugene OR 169 W 6th Ave,,,Salesforce
10913144,Inactive Investor,Jadon Sand,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,jadon.sand@fidelity.com,,Salesforce
10613658,,Cynthia Colin,Financial Advisor,,cynthia.colin@wellsfargoadvisors.com,,List Import
9580810,,Vladimir Fikhman,,,vfikhman@financialguide.com,,List import
10877418,Inactive Investor,Austin Kasner,Financial Advisor,Edward Jones Lincoln City OR 5053 SW Hwy 101,austin.kasner@edwardjones.com,,Salesforce
10924179,Inactive Investor,Georgia McDermott,,"Empower Financial Services, Inc Boston MA 100 Federal St",georgia.ferguson@gwrs.com,,Salesforce
10869221,Inactive Investor,Robert McFarland,,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",robert.mcfarland@equitable.com,,Salesforce
11086693,Inactive Investor,Patrice Rue,Branch Administrative Supervisor;Senior Client Specialist;Vice President,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,prue@rwbaird.com,,Salesforce
11045783,Inactive Investor,Jefferson Wang,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Gordon Oak Financial, LLC",jeff@gordonoakfinancial.com,,Salesforce
10825552,Inactive Investor,Hugh Roberts,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,hroberts@lincolninvestment.com,,Salesforce
11034493,Inactive Investor,Eladio Pascual Mina,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,efmina01@ft.newyorklife.com,,Salesforce
11125002,Inactive Investor,Robert Wadleigh,Financial Advisor,"Wells Fargo Clearing Services, LLC Newark DE 131 Continental Dr",robert.wadleigh@wellsfargoadvisors.com,,Salesforce
11169226,Inactive Investor,Roy James,Financial Advisor,"Pruco Securities, LLC. Saint Petersburg FL 2100 5th Ave N",roy.j.james@prudential.com,,Salesforce
11161197,Inactive Investor,Benjamin Terry,Financial Representative,PFS Investments Inc. Beaumont TX 5010 Washington Blvd,benjamin.terry@primerica.com,,Salesforce
11117182,Inactive Investor,Wilma Henry,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,wilma.henry@primerica.com,,Salesforce
9644231,,Craig Johnson,,,craig.johnson@psc.com,,List import
11066204,Inactive Investor,Chad Neifer,,"First Heartland Capital, Inc. Sandusky OH Private Residence",cneifer@firstheartland.com,,Salesforce
344178,,Weston Lavington,,Sjhl Financial Group,wlavington@sjhl.com,620-241-1826,Manual List Upload
11159134,Inactive Investor,Caitlin Ackerman,,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",caitlin.ross@lfg.com,,Salesforce
10936431,Inactive Investor,Michael Arp,,"Kestra Investment Services, LLC Amarillo TX Private Residence",,,Salesforce
10950239,Inactive Investor,Bryan Henderson,Investment Advisor Representative,LPL Financial LLC Johnson City TN 119 Boone Ridge Dr,,,Salesforce
11150041,Inactive Investor,Joshua Minkstein,Financial Advisor,LPL Financial LLC Roseville CA 915 Highland Pointe Dr,joshua.minkstein@lpl.com,,Salesforce
11056805,Inactive Investor,Jonathan Schuler,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,jonathan.schuler@fidelity.com,,Salesforce
9592786,,George Connell,,,gconnell@drexelmorgan.com,,List import
10761624,Inactive Investor,Christopher Marcello,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,christopher.marcello@fidelity.com,,Salesforce
11185941,Inactive Investor,Nicholas Rodriguez,,"Wells Fargo Clearing Services, LLC Ojai CA 202 E Matilija St",nicholas.rodriguez2@wellsfargo.com,,Salesforce
11078841,Inactive Investor,Jordan Blank,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
10765558,Inactive Investor,Patricia Black,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Senior Vice Presid,Morgan Stanley Syracuse NY 250 S Clinton St,patricia.r.black@morganstanley.com,,Salesforce
10753209,Inactive Investor,Richard Kasher,,"Independent Financial Group, LLC Schaumburg IL 1375 E Woodfield Rd",rkasher@ifgrr.com,,Salesforce
11194847,Inactive Investor,Daniel Feeney,,PFS Investments Inc. Boise ID 6400 W Contractors St,dfeeney@primerica.com,,Salesforce
11201687,Inactive Investor,Matthew McGeough,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,matthew.mcgeough@citi.com,,Salesforce
10791946,Inactive Investor,Daniel Macdonald,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11111820,Inactive Investor,Wyatt Arthurs,Senior Vice President - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,wyatt.arthurs@ubs.com,,Salesforce
10780996,Inactive Investor,Matthew Kroin,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,matthew.kroin@ubs.com,,Salesforce
9560889,,Rei Santana,,,contatoreinaldosantana@gmail.com,,List import
10765064,Inactive Investor,Steffanie Henry,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",steffanie.henry@wellsfargoadvisors.com,,Salesforce
11209668,Inactive Investor,Anders Velischek,Vice President,"Simon Quick Advisors, LLC",avelischek@simonquickadvisors.com,,Salesforce
10524031,,Stephen Saulnier,,,saulnier308@gmail.com,,Web Form Fillout
11211286,Inactive Investor,Andrew Flaskerud,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",andrew.flaskerud@wellsfargoadvisors.com,,Salesforce
10914245,Inactive Investor,John Arnwine,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9573624,,Dimitry Aujour,,,dimitry.aujour@gmail.com,,List import
9633508,,Nancy Hayles,,,nancyhayles5@comcast.net,,List import
11013358,Inactive Investor,La'Teesha Jones,,J.P. Morgan Securities LLC Grove City OH 2161 Stringtown Rd,,,Salesforce
10904226,Inactive Investor,Todd Braaksma,Financial Advisor,Thrivent Investment Management Inc. Portage WI 139 W Cook St,todd.braaksma@thrivent.com,,Salesforce
11145503,Inactive Investor,Niesha Parekh,Director - Investments;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,niesha.parekh@morganstanley.com,,Salesforce
11065185,Inactive Investor,Mallory Burgess,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mallory.burgess@tiaa.org,,Salesforce
10895802,Inactive Investor,Thomas Storrie,Private Wealth Advisor,Commonwealth Financial Network Burlington NC 635 Chapel Hill Rd,tstorrie@commonwealth.com,,Salesforce
9633279,,Jeremy Robert,,,jrobert@themfacompanies.com,,List import
10846960,Inactive Investor,Fred Carter,,Commonwealth Financial Network Saginaw MI 4905 Berl Dr,fcarter@commonwealth.com,,Salesforce
11199951,Inactive Investor,Yeimi Marfil,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,yeimi.marfil@morganstanley.com,,Salesforce
11148527,Inactive Investor,Dennis Boertje,,NYLIFE Securities LLC Visalia CA 3120 W Main St,dboertje@ft.newyorklife.com,,Salesforce
11134725,Inactive Investor,Eliza Smith,,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",,,Salesforce
232067,,Rob Cannell -,,Rob Cannell [[Unknown]],robcannell@manx.net,,
10925056,Inactive Investor,Heather Faverman Aquino,Financial Advisor,"Wells Fargo Clearing Services, LLC Tacoma WA 2615 Bridgeport Way W",,,Salesforce
11218465,,Charles Bardenheuer,,,charles.bardenheuer@jpmorgan.com,,List Import
10965113,Inactive Investor,Ashley Shipp,,"Raymond James Financial Services, Inc. Greeley CO 3459 W 20th St",ashley.shipp@raymondjames.com,,Salesforce
11100516,Inactive Investor,Sarah Sprague,Chief Compliance Officer;President,Momentum Financial Planning LLC,sarah@momentumfinancialcoaching.com,,Salesforce
10868032,Inactive Investor,Jeremy Lederle,,PFS Investments Inc. Chaska MN 1107 Hazeltine Blvd,jeremy.lederle@primerica.com,,Salesforce
10893617,Inactive Investor,Diana Wolf,,LPL Financial LLC Long Beach CA 3780 Kilroy Airport Way,diana.wolf@lpl.com,,Salesforce
11012748,Inactive Investor,Patrick Flood,,M1 Finance LLC,p.flood@m1finance.com,,Salesforce
10900439,Inactive Investor,David Wilcox,Associate Financial Strategist;Financial Strategist,"McKinley Carter Wealth Services, Inc. Charleston WV 129 Summers St",dwilcox@mc-ws.com,,Salesforce
9626710,,Matthew Rotando,,,lgtando@hotmail.com,,List import
10662011,,Matthew Swanson,,,matt.swanson@distillatecapital.com,,List Import
9577485,,Steve Oristaglio,,,soristaglio@scsfinancial.com,,List import
11046370,Inactive Investor,Michael Carrier,Chief Compliance Officer;President,"Michael S. Carrier & Associates, Inc. Highlands NC 30 Red Bird Ln",,,Salesforce
10964898,Inactive Investor,Madeleine Schaffer,,Rockefeller Financial LLC New York NY 437 Madison Ave,mschaffer@rockco.com,,Salesforce
11200209,Inactive Investor,Tanya Mayhew,,"Osaic Wealth, Inc. Willmar MN 309 Lakeland Dr SE",,,Salesforce
11095800,Inactive Investor,Andrew Young,Financial Planner;Owner;Principal,Galecki Financial Management Inc,andrew@galecki.com,,Salesforce
856,,,,,marcelorafa@uol.com.br,,
10896315,Inactive Investor,John Green,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Richmond VA 951 E Byrd St,j.green@ubs.com,,Salesforce
1003783,Inactive Investor,Peter Jarrett,,Peter Jarrett,pjarrett@rothschildinv.com,630 335 3966,
9485801,,BCC Global,,Grayscale,bccglobalrelay@grayscale.com,,3rd Party Lead Gen
11172267,Inactive Investor,Russell Judah,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 10375 Richmond Ave",russell.j.judah@ampf.com,,Salesforce
10986466,Inactive Investor,Dulcie Docherty-Corletto,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,dulcie.docherty-corletto@primerica.com,,Salesforce
10929990,Inactive Investor,Kyle Tricarick,,Fidelity Brokerage Services LLC,,,Salesforce
11217709,,Christopher Lynch,,,clynch@dadco.com,,List Import
10809094,Inactive Investor,Donald Traugott,,Brookstone Capital Management LLC Spring TX 27303 Siandra Creek Ln,dtraugott@brookstoneadvisor.com,,Salesforce
10958336,Inactive Investor,Vanessa Ruiz,,J.P. Morgan Securities LLC Bronx NY 3528 E Tremont Ave,vanessa.v.ruiz@chase.com,,Salesforce
11005127,Inactive Investor,Beth Kljajic,,J.P. Morgan Securities LLC Chicago IL 5134 N Clark St,beth.kljajic@chase.com,,Salesforce
9559072,,Naveen Rajamuni,,,naveenrajamuni@gmail.com,,List import
10900596,Inactive Investor,Scott Fligel,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",scott.fligel@nm.com,,Salesforce
10852354,Inactive Investor,William McCloud,,"Level Four Financial, LLC Tallahassee FL 2991 Golden Eagle Dr E",wmccloud@levelfourfinancial.com,,Salesforce
10848463,Inactive Investor,Michael Cambron,Principal;Wealth Advisor,Bartlett & Co. Wealth Management LLC,mcambron@bartlett1898.com,,Salesforce
9610066,,Shea Pirini,,,cornelius2009@live.com.au,,List import
10931396,Inactive Investor,Charles Sloane,Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",charles.sloane@rbc.com,,Salesforce
11199437,Inactive Investor,Amanda Cotler,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10782239,Inactive Investor,James Swartzentruber,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,james.swartzentruber@fidelity.com,,Salesforce
9582690,,Barbara Klepper,,,bklepper@tspcapitalmgt.com,,List import
9639836,,Mike Williams,,,mwilliams@ahla.com,,List import
11157986,Inactive Investor,Tanner Carriere,Client Relationship Manager,"Ameriprise Financial Services, LLC Marquette MI 2400 US Hwy 41 W",tanner.carriere@ampf.com,,Salesforce
11076371,Inactive Investor,Melanie Lithgow,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",melanie.bolanos@ml.com,,Salesforce
11134964,Inactive Investor,Mason Pullis,,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,mpullis@primerica.com,,Salesforce
10898396,Inactive Investor,Kenneth Hamilton,,"Kestra Investment Services, LLC San Antonio TX 601 NW Loop 410",,,Salesforce
10862589,Inactive Investor,Qimeng Li,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Union City CA 31800 Alvarado Blvd",qimeng.li@ml.com,,Salesforce
344862,,Sam Madden,New Business Processor,"Shp Wealth Management, Llc",samm@shpne.com,508-746-2400,Manual List Upload
11093673,Inactive Investor,Genie Blanton,,"Raymond James Financial Services, Inc. Myrtle Beach SC 1151 44th Ave N",genie.blanton@raymondjames.com,,Salesforce
10964597,Inactive Investor,Anthony Ketcham,Premier Banker,"Wells Fargo Clearing Services, LLC West Des Moines IA 655 S 50th St",anthony.ketcham@wellsfargo.com,,Salesforce
10977324,Inactive Investor,Michael Kruger,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
11045236,Inactive Investor,Neal Richard,,Richard Brothers Securities,nrichard@richardbrothersfinancial.com,,Salesforce
10947773,Inactive Investor,Liam Hurley,Investment Specialist;Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,liam.hurley@jpmorgan.com,,Salesforce
11077676,Inactive Investor,Joseph Lee,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10783403,Inactive Investor,James Stevens,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",jim.stevens@nm.com,,Salesforce
11212637,Inactive Investor,Karl Jean-Baptiste,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,kjeanbapti01@ft.newyorklife.com,,Salesforce
89108,,Michael Aycox,,139700,mraycox@aol.com,6783722995,
11012975,Inactive Investor,Michael Brown,,"Raymond James & Associates, Inc.",,,Salesforce
11037897,Inactive Investor,Clarissa Ibarra,,J.P. Morgan Securities LLC El Monte CA 11001 Main St,clarissa.ibarra@jpmorgan.com,,Salesforce
10783500,Inactive Investor,John Ransom,,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,john_ransom@glic.com,,Salesforce
9552998,,Timur Alibekov,,,timurlexx@gmail.com,,List import
321919,,Courtenay Shipley,,"Retirement Planology, Inc",cshipley@retirementplanology.com,703-595-2829,Manual List Upload
10995426,Inactive Investor,Daniel Palombo,Client Associate,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",,,Salesforce
11056128,Inactive Investor,Matthew Hein,,"Allstate Financial Services, LLC",matthewhein@allstate.com,,Salesforce
9610115,,Matthew Laustrup,,,matthewlaustrup@gmail.com,,List import
10978093,Inactive Investor,John Huber,Financial Advisor,Prime Capital Financial Milford CT 26 Cherry St,,,Salesforce
9624550,,Kenneth Yew Choong Tang,,,kennethtang@dbs.com,,List import
169510,,Jeffrey Berndt,,[Unknown],jberndtsbu05@yahoo.com,,
9643556,,Jason Betsayad,,,jmbgmp@gmail.com,,List import
11232706,Inactive Investor,Ryan Rapp,Insurance Support Associate,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,,,Salesforce
10952023,Inactive Investor,Dawn Watson,,PFS Investments Inc. Jacksonville FL 1309 Saint Johns Bluff Rd N,dawn.watson@primerica.com,,Salesforce
10801901,Inactive Investor,Sean Kennally,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Pasadena CA 55 S Lake Ave,sean.kennally@morganstanley.com,,Salesforce
9583316,,Peter Lucas,,,lucas@legacyfinancialadvisors.com,,List import
372318,,Kevin Mistry,,United States,kevinmistry@protonmail.com,,Salesforce
10783832,Inactive Investor,Bruce Attig,Senior Vice President;Wealth Advisor,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,bruce.attig@morganstanley.com,,Salesforce
11041742,Inactive Investor,Gabriel Connell,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",gabriel.connell@ml.com,,Salesforce
9588105,,Nick Iovino,,,niovino@glencap.com,,List import
374253,,Fred Houston,,,atenltd@aol.com,713-824-2219,Salesforce
10661478,,Ian Kos,,,ian@tetleyinvestments.com,,List Import
11002610,Inactive Investor,Braedon Bayer,,Cetera Advisors LLC Poughkeepsie NY Private Residence,,,Salesforce
9625231,,Mathew White,,,mathew.white94603@gmail.com,,List import
236037,, -,,[[Unknown]],sgavinlyle@gmail.com,,Paid Search
10819091,Inactive Investor,Robert Skehan,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",robert.skehan@valic.com,,Salesforce
9554579,,William Beckett,,,wbeckett@peartreepartnerslp.com,,List import
11173036,Inactive Investor,Eric Levy,,Cetera Advisor Networks LLC New York NY 101 Park Ave,,,Salesforce
10812529,Inactive Investor,Philip Hranac,Financial Advisor,Edward Jones Grand Island NE 1811 W 2nd St,phil.hranac@edwardjones.com,,Salesforce
10801330,Inactive Investor,Edward Dittmar,Financial Advisor,"Wells Fargo Clearing Services, LLC Baton Rouge LA 7054 Jefferson Hwy",edward.dittmar@wellsfargoadvisors.com,,Salesforce
10838269,Inactive Investor,Nancy Solimine,Senior Client Service Associate,"Raymond James & Associates, Inc. Sarasota FL 2999 S Tamiami Trl",nancy.solimine@raymondjames.com,,Salesforce
10819996,Inactive Investor,Garry Binegar,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,neil.binegar@ubs.com,,Salesforce
9541653,,John Yun,,,swain07@naver.com,,List import
10756123,Inactive Investor,Marcus Groomes-Warren,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",marcus.groomes-warren@ml.com,,Salesforce
9604417,,Myrtle Smith,,,jara@hajiko.com,,List import
10757358,Inactive Investor,Todd Tidball,Financial Advisor,Edward Jones Poulsbo WA 18887 State Hwy 305 NE,todd.tidball@edwardjones.com,,Salesforce
9644307,,Jamie Harding,,,support@in4ormativeserv.com,,List import
10830989,Inactive Investor,Eric Stoneking,Financial Advisor,"Wells Fargo Clearing Services, LLC Hastings MN 1360 S Frontage Rd",eric.stoneking@wellsfargo.com,,Salesforce
10754881,Inactive Investor,Daniel Ogden,Chief Compliance Officer;President,Dock Street Asset Management Inc,dogden@dockstreet.net,,Salesforce
9627611,,Ricardo Marquez,,,richmarquez15@gmail.com,,List import
11206712,Inactive Investor,Chase Fresina,Financial Advisor Trainee,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",chase.fresina@raymondjames.com,,Salesforce
11056545,Inactive Investor,Tom Brown,Director - Alternative Investments;Financial Advisor;Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,,,Salesforce
10882497,Inactive Investor,Corey Woodrum,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,corey.woodrum@fmr.com,,Salesforce
49589,,Johnny Brown,"President, CEO & CCO","Brown Capital Management, Llc",jbrown@brown-cm.com,501-503-0001,Manual List Upload
9593846,,Steven Russo,,,srusso@eagleglobal.com,,List import
11095019,Inactive Investor,Keith Casey,Managing Member;Portfolio Manager,"Innova Capital Management, LLC",,,Salesforce
10775194,Inactive Investor,Mary Costa,Associate Financial Advisor,"Ameriprise Financial Services, LLC Auburndale MA 275 Grove St",mary.c.costa@ampf.com,,Salesforce
9629671,,Gabe Rodriguez,,,grodriguez@bsnsports.com,,List import
10927468,Inactive Investor,Eric Anastacio,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10979564,Inactive Investor,Rachel Watkinson,,Vanguard Marketing Corporation,rachel_watkinson@vanguard.com,,Salesforce
10975670,Inactive Investor,Pamela Pena,Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C. Hilton Head Island SC 23B Shelter Cove Ln",,,Salesforce
9542112,,John Doyle,,,johnpatrickdoyle6@gmail.com,,List import
10763719,Inactive Investor,Christopher Liberty,Financial Advisor,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",christopher.liberty@wellsfargoadvisors.com,,Salesforce
10864455,Inactive Investor,Esha Patel,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10781392,Inactive Investor,Eric Martin,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 88 Fort Couch Rd",eric.2.martin@ampf.com,,Salesforce
11111374,Inactive Investor,Amy Button,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",amy.button@ml.com,,Salesforce
10879829,Inactive Investor,Afaf Zaher,,J.P. Morgan Securities LLC Fairfield NJ 387 Passaic Ave,afaf.zaher@jpmorgan.com,,Salesforce
77953,,Hessam Jahromi,,United States,hessamjm@yahoo.com,,
9541619,,lee jake,,,x2aos@naver.com,,List import
10494079,,Keith Cagen,,BNY,keith.cagan@bnymellon.com,,List Import
9597887,,Benjamin Black,,,ben@akkadianventures.com,,List import
10991073,Inactive Investor,Nadia Klein,Investment Advisor Representative,LPL Financial LLC Carlsbad CA 2710 Loker Ave W,nadia.klein@lpl.com,,Salesforce
9634889,,Mike Taylor,,,miket@wealthfirm.info,,List import
11071593,Inactive Investor,Ronald Leonard,Founder;Owner;Principal,RCL Capital Management,ron@rclcapital.com,,Salesforce
10831940,Inactive Investor,Douglas Deubel,Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",douglas.deubel@raymondjames.com,,Salesforce
209032,,Gregory Kutrow,Managing Director,"Pensionmark Financial Group, LLC",greg.kutrow@pensionmark.com,202-243-0562,
10782780,Inactive Investor,Derek Little,,Fidelity Brokerage Services LLC Exton PA 300 Main St,derek.little@fidelity.com,,Salesforce
11158944,Inactive Investor,Wendy Rowley,Chief Compliance Officer;Financial Advisor;President,Rowley Financial,wendy@rowleyfinancial.net,,Salesforce
10922644,Inactive Investor,Robert Moyle,,Fidelity Brokerage Services LLC Lacey WA 4225 Glen Terra Dr SE,,,Salesforce
10908890,Inactive Investor,Brian Poston,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,brian.poston.do67@statefarm.com,,Salesforce
208666,,Isiah Fulton,,Holistic Choice Oils,info@holisticchoiceoils.com,7346249616,
11013508,Inactive Investor,Susanne Acencio,,State Farm VP Management Corp. Porterville CA 1034 W Morton Ave,susanne.acencio.c5dn@statefarm.com,,Salesforce
10980884,Inactive Investor,Yanbo Li,Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,,,Salesforce
10759930,Inactive Investor,Reed Smith,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",reed_smith@ml.com,,Salesforce
229780,, -,,[[Unknown]],abedizon@sbcglobal.net,,
7197705,,Anton Gusakov,,,info@rezon.org,,Web Form Fillout
11073280,Inactive Investor,Brian Chew,Chief Investment Officer,"Cliveden Capital Management, LLC Jamul CA 3663 Hidden Rail Dr",,,Salesforce
11259953,Inactive Investor,Shawn Dunnigan,Financial Advisor,LPL Financial LLC Fort Collins CO 215 W Oak St,,,Salesforce
11060535,Inactive Investor,Eric Kitchell,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,eric.a.kitchell@morganstanley.com,,Salesforce
11121495,Inactive Investor,Patricia Latimer,Advisor,Robert W. Baird & Co. Incorporated Murray KY 1710 State Rte 121 N,platimer@rwbaird.com,,Salesforce
9600463,,Juan Carlos Gareca,,,charleeinc@gmail.com,,List import
10910815,Inactive Investor,Ki-Hyung Ryow,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",ki-hyung.ryow@equitable.com,,Salesforce
11075498,Inactive Investor,Ryan Fortier,Chief Operating Officer;Partner,Waldron Private Wealth,,,Salesforce
11153547,Inactive Investor,James Lee,Financial Advisor,"CUSO Financial Services, L.P. Dayton OH 3610 Pentagon Blvd",,,Salesforce
11233477,Inactive Investor,Luca Lauricella,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",,,Salesforce
11009031,Inactive Investor,Gaye Lowenstein,,Park Avenue Securities LLC Beverly Hills CA 8383 Wilshire Blvd,gaye_lowenstein@glic.com,,Salesforce
11113241,Inactive Investor,Rachel Peeler,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",rachel.peeler@raymondjames.com,,Salesforce
10809742,Inactive Investor,Austin Verity,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Vienna VA 1921 Gallows Rd,austin.verity@opco.com,,Salesforce
11147594,Inactive Investor,Elias Zavala,Registered Client Service Associate,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
342314,,Andrew Ginsberg,Director,"Gen Cap America, Inc.",aginsberg@gencapamerica.com,615-256-0231,Manual List Upload
9642245,,Princewill Eziefula,,,princewilleziefula@gmail.com,,List import
10841823,Inactive Investor,Aaron Franklin,Registered Client Service Associate,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",aaron.franklin@ampf.com,,Salesforce
11175975,Inactive Investor,Jeremy Moe,Financial Consultant,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,jeremy.moe@thrivent.com,,Salesforce
9590125,,Mark Haller,,,mark.haller@sumeruequity.com,,List import
339739,,Lindsey Mcmurray,Manager,Pollen Street Capital (us) Llc,lmcmurray@eaglewoodcapital.com,212-729-4688,Manual List Upload
11103677,Inactive Investor,Robert McGrew,Senior Vice President,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",pat.mcgrew@raymondjames.com,,Salesforce
11182858,Inactive Investor,Edward Isabella,,State Farm VP Management Corp. Beaver Falls PA 1221 7th Ave,,,Salesforce
10782978,Inactive Investor,George George,,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",jordy.george@wellsfargoadvisors.com,,Salesforce
161314,,Hamdi Alzaim,,[Unknown],hamdi.alzaim@gmail.com,,Organic Search
10866030,Inactive Investor,John Passaglia,,"Raymond James Financial Services, Inc. Beaverton OR 2755 SW Cedar Hills Blvd",john.passaglia@raymondjames.com,,Salesforce
10841675,Inactive Investor,Clark Morgan,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",clark.morgan@rbc.com,,Salesforce
9641755,,Candido Gomes,,,candidoagomes@gmail.com,,List import
11234994,Inactive Investor,Sarah Palmquist,Senior Client Strategist,Sterling Capital Management LLC Knoxville TN 900 S Gay St,spalmquist@sterlingcapital.com,,Salesforce
5771,,pichu crowe,,[[Unknown]],pichucrowe@yahoo.com,,Initial Salesforce Import
11089809,Inactive Investor,John Shryack,Owner,JS Wealth Investment Group,,,Salesforce
92044,,Judson Doherty,"President, CEO","Stadion Money Management, Llc",jdoherty@stadionmoney.com,706-583-5144,
11002478,Inactive Investor,Stuart Wright,,Cetera Investment Services LLC Walkersville MD 200 Commerce Dr,,,Salesforce
242312,,Patrick MOLE,CEO,[Unknown],patrick.mole@coudraydvisory.com,33683166983,Database Upload
10956925,Inactive Investor,Kyle Hedden,Private Client Banker;Vice President,J.P. Morgan Securities LLC Palm Beach Gardens FL 7106 Fairway Dr,kyle.hedden@jpmorgan.com,,Salesforce
10968857,Inactive Investor,Abhinav Venkatesh,,Perella Weinberg Partners LP,avenkatesh@pwpartners.com,,Salesforce
9610448,,Raymond Yeung,,,runbang.yeung@gmail.com,,List import
11039002,Inactive Investor,Lise Robinson,Partner;Senior Wealth Advisor,"TrinityPoint Wealth, LLC",lrobinson@trinitypointwealth.com,,Salesforce
10773778,Inactive Investor,Jason Peck,,Stonex Securities Inc. Atlanta GA 5855 Sandy Springs Cir,jason.peck@saswealth.com,,Salesforce
10835500,Inactive Investor,Steven Thompson,,"Osaic Wealth, Inc. Independence OH 4700 Rockside Rd",,,Salesforce
11175896,Inactive Investor,Cornel Catrina,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,cornel.catrina@fmr.com,,Salesforce
186136,,Sean Casey,,[Unknown],srcasey4@gmail.com,,source
11133565,Inactive Investor,Luke Gawronski,,"MML Investors Services, LLC Bluffton SC 7 Arley Way",,,Salesforce
11200727,Inactive Investor,Daniel Miller,,PFS Investments Inc. Cranberry Township PA 319 Thomas Park Dr,daniel.miller@primerica.com,,Salesforce
139974,,Eric Johnson,,"Trilogy Capital, Inc.",eric.johnson@trilogyfs.com,,
2082026,,Vikas Kumar,,,vikaskumar8439014076@gmail.com,,
10667417,,Ignacio Titos,,,nachoft2022@gmail.com,,Web Form Fillout
11130228,Inactive Investor,Torritta Moss,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",torritta.moss@firstcitizens.com,,Salesforce
11180685,Inactive Investor,Brendan Hosty,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,bhosty@rwbaird.com,,Salesforce
11109209,Inactive Investor,Brett Albanesius,,PFS Investments Inc. Harleysville PA 345 Main St,brett.albanesius@primerica.com,,Salesforce
214171,,Jérôme Sonnet,,[Unknown],jerome.sonnet@gmail.com,,source
10793458,Inactive Investor,Evan Kass,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",evan.kass@nm.com,,Salesforce
10850829,Inactive Investor,Mark Agre,Financial Planner,Commonwealth Financial Network Leawood KS 12405 Beverly St,magre@commonwealth.com,,Salesforce
11090786,Inactive Investor,Ricardo Albor,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",ricardo.albor@ml.com,,Salesforce
10982841,Inactive Investor,Clifton Clyborne,,"Frost Brokerage Services, Inc. Austin TX 401 Congress Ave",clifton.clyborne@frostbank.com,,Salesforce
9647533,,Waris Thong,,,warisara_33@live.com,,List import
10942580,Inactive Investor,Shih-Sheng Li,,"Transamerica Financial Advisors, Inc Milpitas CA 691 S Milpitas Blvd",shih-sheng.li@tfaconnect.com,,Salesforce
10905750,Inactive Investor,Marti Pedigo,,LPL Financial LLC Little Rock AR 523 N University Ave,marti.pedigo@lpl.com,,Salesforce
346568,,Sheila Polcsa,Executive Assistant,Castanea Partners Inc.,spolcsa@castaneapartners.com,617-630-2400,Manual List Upload
344407,,Ashley Meany,"Trading, Investment Research Associate",Tfc Financial Management Inc,ameany@tfcfinancial.com,617-210-6700,Manual List Upload
10809689,Inactive Investor,Eric Lord,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Seattle WA 1819 NW Market St",eric.w.lord@wellsfargo.com,,Salesforce
10976365,Inactive Investor,Curtis Carnahan,,"Raymond James & Associates, Inc.",curtis.carnahan@raymondjames.com,,Salesforce
10656933,,Juan Serna,,,juan.serna@chase.com,,List Import
11015292,Inactive Investor,Rachael Roth,,"MML Investors Services, LLC Manitowoc WI Private Residence",,,Salesforce
9619805,,jawad chaudhry,,,jawad.chaudhry@hotmail.ca,,List import
11093674,Inactive Investor,Brent Althauser,,"Raymond James Financial Services, Inc. Brewton AL 904 Douglas Ave",brent.althauser@raymondjames.com,,Salesforce
11034463,Inactive Investor,Matthew Turco,,NYLIFE Securities LLC Buffalo NY 6700 Main St,turcom@ft.newyorklife.com,,Salesforce
9614735,,Matt Bonwick,,,matthewbonwick@gmail.com,,List import
11025801,Inactive Investor,Abigail Grodecki,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Madison WI 2501 W Beltline Hwy",abigail.l.grodecki@ampf.com,,Salesforce
10965918,Inactive Investor,Brian Lebowitz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11229734,Inactive Investor,Alex Chaplain,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",alex.chaplain@nm.com,,Salesforce
11007710,Inactive Investor,Claudia Sagredo-Perdue,,PFS Investments Inc. Derwood MD 7642 Standish Pl,csagredo-perdue@primerica.com,,Salesforce
11154402,Inactive Investor,Shelby Herman,,PFS Investments Inc. Lincoln NE 237 S 70th St,sherman@primerica.com,,Salesforce
9637877,,Ethan Bergsman,,,ethanb@mbfamadvisors.com,,List import
11185867,Inactive Investor,Jarrett White,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Seven Pines Capital, LLC",,,Salesforce
9593400,,Vince Pierotti,,,vincepierotti@sbcglobal.net,,List import
9602905,,Enxhi Rama,,,enxhi.rama@acervussecurities.com,,List import
11063537,Inactive Investor,Jacqueline King,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
10963730,Inactive Investor,Alex Bedlitsky,,Citigroup Global Markets Inc.,,,Salesforce
11110340,Inactive Investor,Daniel Sheible,,LPL Financial LLC Manchester TN 1929 McArthur St,dan.sheible@lpl.com,,Salesforce
147163,,Kiril Dimov,,[Unknown],kbdimov@gmail.com,,source
10913856,Inactive Investor,Sharon Parker,Financial Professional,PlanMember Securities Corporation Akron OH 1270 S Cleve Massillon Rd,,,Salesforce
10766946,Inactive Investor,Kiarra Sandoval,Portfolio Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,kiarra.sandoval@morganstanley.com,,Salesforce
11057633,Inactive Investor,Joseph Greco,Chief Compliance Officer;Chief Executive Officer;Founder,"Procapita Partners, LLC",joseph.greco@procapita.com,,Salesforce
10858701,Inactive Investor,Jerry Georgopoulos,Co-Founder;Consulting Advisor,Exencial Wealth Advisors Dallas TX 1845 Woodall Rodgers Fwy,,,Salesforce
10756052,Inactive Investor,Eun Shim,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Schaumburg IL 1900 E Golf Rd",eun.s.shim@ampf.com,,Salesforce
9600493,,Douglas Ramsey,,,dramsey@lwcm.com,,List import
10867293,Inactive Investor,James Bobos,Financial Advisor;Member;Partner;Portfolio Manager,Compass Financial Advisors LLC Chesterton IN 160 Rail Rd,,,Salesforce
10615914,,Brian Shriner,,,brian.x.shriner@jpmorgan.com,,List Import
9624298,,DEREK CARTER,,,dgmccarter@gmail.com,,List import
11091006,Inactive Investor,Jordan Lee,Financial Advisor,"Osaic Wealth, Inc. Crawfordville FL 139 Council Moore Rd",,,Salesforce
10943752,Inactive Investor,Ashley Berry,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,ashleyberry@statefarm.com,,Salesforce
140002,,Nathan Brown,,"Trilogy Capital, Inc.",nathan.brown@trilogyfs.com,951-738-1100,
9629904,,James Davis,,,james@dscapital.com.au,,List import
11104093,Inactive Investor,John Desselle,,"Allstate Financial Services, LLC La Place LA 3025 New Hwy 51",,,Salesforce
11172612,Inactive Investor,Iram Saeed,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
9563481,,James Muro,,,muro_james@nlvmail.com,,List import
10841274,Inactive Investor,Salena Winter,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,salena.winter@edwardjones.com,,Salesforce
11139905,Inactive Investor,Lucson Sicar,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,lsicar@primerica.com,,Salesforce
10968811,Inactive Investor,Nataliya Isenhart,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10983154,Inactive Investor,Nicola Delicata,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Detroit MI 211 W Congress St",ndelicata@financialguide.com,,Salesforce
171623,,Raymond Chan,,[Unknown],ray.chan.pt@gmail.com,,Organic Search
10756016,Inactive Investor,Gillette Harris,Financial Advisor,LPL Financial LLC Culpeper VA 309 N Main St,gillette.harris@lpl.com,,Salesforce
11045239,Inactive Investor,Yajaira Castillo-Rodriguez,,IDB Capital Corp.,,,Salesforce
11043341,Inactive Investor,Pamela Hallenbeck,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,pamela.hallenbeck@primerica.com,,Salesforce
11095867,Inactive Investor,Nathan Goldberg,Founder;Investment Advisor Representative,"Equity Planning Group, Inc.",nate@equityplanninggroup.com,,Salesforce
9646336,,Jesper Poulsen,,,jmpdk000@hotmail.co.uk,,List import
10870391,Inactive Investor,Hunter Lewis,Owner;Portfolio Manager;Regulatory Contact;Vice President,Brooktree Capital Management Inc.,,,Salesforce
10828136,Inactive Investor,Brian Larson,Financial Advisor;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,brian.larson@morganstanley.com,,Salesforce
11191320,Inactive Investor,Monte Marshall,Financial Consultant,"NBC Securities, Inc.",mmarshall@nbcsecurities.com,,Salesforce
11199946,Inactive Investor,Deborah Webster,,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,,,Salesforce
11118379,Inactive Investor,Jose Lira-Garzon,,"Empower Financial Services, Inc Suffield CT Private Residence",jose.lira-garzon@empower.com,,Salesforce
10874097,Inactive Investor,Antoinette Chakif,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Allentown PA 120 College Dr",antoinette.chakif@wellsfargo.com,,Salesforce
10903507,Inactive Investor,John Coleman,Chief Executive Officer;Investment Advisor;Owner;President,"Coleman Advisory, LLC",johncoleman@colemanadvisory.com,,Salesforce
10973147,Inactive Investor,Valentino Fiore,,Fidelity Brokerage Services LLC,,,Salesforce
348560,,Laura Thompson,,Mercer Global Advisors Inc.,lthompson@merceradvisors.com,(713) 552-8120,
11067311,Inactive Investor,Gregory Greenwood,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",gregory.greenwood@tfaconnect.com,,Salesforce
10779243,Inactive Investor,Richard Hueter,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Bloomfield Hills MI 39533 Woodward Ave",richard.hueter@stifel.com,,Salesforce
11067860,Inactive Investor,Peter Salkins,Financial Planner,Integrated Wealth Concepts LLC,peter.salkins@ifpadvisor.com,,Salesforce
10489990,,Nirvana Fahmy,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,nirvana.fahmy@fidelity.com,,List Import
9593464,,sushant roy,,,roysushant74@gmail.com,,List import
371875,,Ignacio Suarez,,Argentina,ignaciosuarez82@yahoo.com.ar,,Salesforce
10883306,Inactive Investor,Kyle Hooper,Financial Advisor,Edward Jones Colfax WA 409 N Main St,kyle.hooper@edwardjones.com,,Salesforce
10800802,Inactive Investor,Mark Erculei,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",mark.erculei@wellsfargoadvisors.com,,Salesforce
11209213,Inactive Investor,Kimberly Johnson,Financial Advisor,Edward Jones Midland TX 901 W Indiana Ave,kim.johnson3@edwardjones.com,,Salesforce
11006272,Inactive Investor,George Mcbey,,"Wilson-Davis & Co., Inc. Addison TX 16479 Dallas Pkwy",gmcbey@wdco.com,,Salesforce
10940872,Inactive Investor,Alexandra Bock,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
11217537,,Keith Rust,,,keith.rust@raymondjames.com,,Other
11039399,Inactive Investor,David Villafuerte,,"Wells Fargo Clearing Services, LLC Whippany NJ 4 N Jefferson Rd",david.villafuerte2@wellsfargo.com,,Salesforce
10890936,Inactive Investor,Jill Wedeles,,"Allstate Financial Services, LLC Fort Myers FL 8841 College Pkwy",jillwedeles@allstate.com,,Salesforce
10808845,Inactive Investor,David Orsolino,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
10914702,Inactive Investor,Collin Engelhardt,,Edward Jones Bismarck ND 301 E Front Ave,collin.engelhardt@edwardjones.com,,Salesforce
10854700,Inactive Investor,David Hughes,,The AmeriFlex Group Thousand Oaks CA 1137 Woodridge Ave,,,Salesforce
10959589,Inactive Investor,Evan Moorer,,"Wells Fargo Clearing Services, LLC Birmingham AL 301 Summit Blvd",,,Salesforce
10932762,Inactive Investor,Mikayla Michienzi,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boston MA 255 State St,mikayla.michienzi@opco.com,,Salesforce
9569258,,Harsh Agarwal,,,meharshagarwal@gmail.com,,List import
10760907,Inactive Investor,David Abril-O'Brien,Analyst - Wealth Management,Morgan Stanley San Francisco CA 555 California St,david.obrien1@morganstanley.com,,Salesforce
351769,,George King,Senior Wealth Manager,Maseco Private Wealth,george.king@masecopw.com, -430618,Manual List Upload
11036671,Inactive Investor,Michael Fitzgerald,,Key Investment Services LLC Buffalo NY 274 Elmwood Ave,michael.fitzgerald@key.com,,Salesforce
10996294,Inactive Investor,Steven Loya,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,steven_loya@vanguard.com,,Salesforce
11228963,Inactive Investor,Johnny Nuanes,,Edward Jones Albuquerque NM 1422 Carlisle Blvd NE,,,Salesforce
10901549,Inactive Investor,Amparo Mauricio,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10792516,Inactive Investor,William Vlazny,,Cetera Financial Specialists LLC Barrington IL 1 Executive Ct,william.vlazny@ceterafs.com,,Salesforce
11086482,Inactive Investor,James Harrington,Financial Advisor,Edward Jones Ashland OR 565 N Main St,james.harrington@edwardjones.com,,Salesforce
11073237,Inactive Investor,Michael Denny,Chief Compliance Officer,"Grantham Poole Advisors, LLC",mdenny@granthampoole.com,,Salesforce
11108946,Inactive Investor,Jefferson Jewell,Chief Compliance Officer;Chief Operating Officer;Managing Director,"The Caprock Group, LLC",jefferson@caprock.com,,Salesforce
11059009,Inactive Investor,Roberto Devilla,,NYLIFE Securities LLC New York NY 420 Lexington Ave,rdevilla@ft.newyorklife.com,,Salesforce
9618086,,Nicholas Blank,,,nicholas.blank@alyeskagroup.com,,List import
11040300,Inactive Investor,Julianne Getty,,LPL Financial LLC Chicago IL 320 S Canal St,julianne.getty@lpl.com,,Salesforce
10815580,Inactive Investor,Hadeer Ghanawi,Premier Banker,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",hadeer.mahmood@wellsfargoadvisors.com,,Salesforce
11201723,Inactive Investor,Alan Klayman,,"Saybrus Equity Services, LLC Palm Beach Gardens FL Private Residence",aklayman@saybruspartners.com,,Salesforce
11053151,Inactive Investor,Gintare Zubrute,Chief Compliance Officer,ProAthlete Wealth Management LLC,gintare@pawm.com,,Salesforce
11031662,Inactive Investor,Christopher McDonald,Chief Executive Officer;Financial Advisor;Managing Member,US Advisory Group,cmcdonald@usadvisory.com,,Salesforce
10768103,Inactive Investor,Anthony Thurlow,,Cetera Advisors LLC Henderson NV 375 N Stephanie St,,,Salesforce
11139314,Inactive Investor,Jose Soto,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11090650,Inactive Investor,Matthew Wetzel,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,matthew.wetzel@chase.com,,Salesforce
11236682,Inactive Investor,Kaden Wootton,Financial Advisor,"Enspire Wealth Management, LLC Santa Rosa CA 3510 Unocal Pl",kaden@enspirewealth.com,,Salesforce
9594122,,Tobias Straube,,,tobias@scio.net,,List import
10914305,Inactive Investor,Evan Kramlich,Financial Advisor;Principal,"Redhawk Wealth Advisors, Inc. Littleton CO 5984 S Prince St",ekramlich@redhawkwa.com,,Salesforce
11009517,Inactive Investor,Justin Helou,,LPL Financial LLC,justin.helou@lpl.com,,Salesforce
9635480,,Peter Hills,,,phills@acrescap.com,,List import
10852861,Inactive Investor,Billy White,,State Farm VP Management Corp. Lumberton TX 125 N Lhs Dr,,,Salesforce
11213256,Inactive Investor,Joe Dike,,"Avantax Investment Services, Inc. New Boston TX 312 N Center St",,,Salesforce
2165294,,Val Ng,,,valng48@gmail.com,,
9620038,,Geraldine Sundstrom,,,geraldine.sundstrom@pimco.com,,List import
10788798,Inactive Investor,James Galbraith,,LPL Financial LLC Morristown NJ 305 Madison Ave,james.galbraith@lpl.com,,Salesforce
11127396,Inactive Investor,Michael Taborski,Associate Vice President;Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.taborski@morganstanley.com,,Salesforce
11221235,,Susannah Harrison,,,sharrison@planmember.com,,List Import
11054427,Inactive Investor,Robert Welch,Chief Executive Officer;President,"Option Specialists, Ltd.",,,Salesforce
11173078,Inactive Investor,Devon Pilney,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11178917,Inactive Investor,Dillon Bird,Associate,Edward Jones Cameron MO 117 E 3rd St,,,Salesforce
10756303,Inactive Investor,Lisa Mandalaywala,,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",,,Salesforce
10644615,,Clarence Bourne,,,clarenceb@loopcap.com,,List Import
9582736,,Daniel Mealey,,,domealey@dbccpa.com,,List import
350605,,David Kellman,"Co-Head, Healthcare Investment Banking",Medalist Partners Corporate Finance Llc,dkellman@jmpsecurities.com,678-392-3150,Manual List Upload
9598015,,Edward Sella,,,esella@spcfinancial.com,,List import
9551234,,Marc -,,,taxsol142@gmail.com,,List import
10952826,Inactive Investor,Jason Kariuki,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Littleton CO 9350 S Colorado Blvd,jason.kariuki@jpmorgan.com,,Salesforce
10803179,Inactive Investor,Katie Pan,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",katie.pan@ml.com,,Salesforce
11058071,Inactive Investor,Alexander Russ,,Evercore Group L.L.C.,russ@evercore.com,,Salesforce
10843278,Inactive Investor,Kimberly Benefield,Senior Client Specialist,Robert W. Baird & Co. Incorporated Columbia TN 500 W 7th St,kbenefield@rwbaird.com,,Salesforce
10489619,,Richard Ford,,"Securities America Advisors, Inc. Plano TX 2705 Creswick Dr",hrlyboomer@yahoo.com,,List Import
10510739,,Stephanie Mays,,Broadridge,stephanie.mays@broadridge.com,,List Import
11185288,Inactive Investor,Celeste Barham,Financial Advisor,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",celeste.barham@wellsfargoadvisors.com,,Salesforce
9627623,,germano franzoni,,,germano.franzoni@gmail.com,,List import
10797472,Inactive Investor,Matthew Barrette,Senior Financial Consultant,Integrated Wealth Concepts LLC Roanoke VA 207 Albemarle Ave SW,,,Salesforce
10181,,Harris Kealey,Director,"New Mountain Vantage Advisers, L.L.C.",hkealey@newmountaincapital.com,1-212-220-5050,Initial Salesforce Import
10856519,Inactive Investor,W Booth,Financial Advisor;Investment Advisor;Vice President,Folger Nolan Fleming Douglas Incorporated,wbooth@fnfd.com,,Salesforce
9544538,,Joe Lau,,,jlau@ft.newyorklife.com,,List import
10961995,Inactive Investor,Emma Wheeler,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,,,Salesforce
11208127,Inactive Investor,Asa Graves,Director - Wealth Management;President;Regulatory Contact,Graves Light Lenhart,asa@glpwm.com,,Salesforce
10964800,Inactive Investor,Earl Muse,,"MML Investors Services, LLC Chattanooga TN 2158 Northgate Park Ln",,,Salesforce
9642849,,Paola Soudi,,,p_soudi@hotmail.com,,List import
9559140,,Fredrick Troendle,,,ftroendle@focusfinancial.com,,List import
11004837,Inactive Investor,Lingge Liu,,J.P. Morgan Securities LLC San Francisco CA 555 Mission St,lingge.liu@jpmorgan.com,,Salesforce
10779118,Inactive Investor,Trevor Mathias,Family Wealth Director;Managing Director - Wealth Management;Senior Portfolio Management Director;Senior Vice President;Wealth A,Morgan Stanley Chicago IL 233 S Wacker Dr,trevor.mathias@morganstanley.com,,Salesforce
11048108,Inactive Investor,Timothy Kint,,"Equitable Advisors, LLC Norfolk NE 214 N 7th St",timothy.kint@equitable.com,,Salesforce
11039709,Inactive Investor,Joe Shewmaker,,PFS Investments Inc. Jupiter FL 6650 W Indiantown Rd,joe.shewmaker@primerica.com,,Salesforce
9617849,,Timothy Kelly,,,tim@conquestcapital.com,,List import
10969053,Inactive Investor,Tyler Goverman,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
10862475,Inactive Investor,Glenn Pavia,Relationship Manager,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",pavia.glenn@principal.com,,Salesforce
11159812,Inactive Investor,Kirstin Hendrickson,,PFS Investments Inc. Rice Lake WI 11 E Eau Claire St,,,Salesforce
9596591,,Tim Murphy,,,murphytim882@gmail.com,,List import
10487109,,Zachary Burton,"Assistant Vice President, Financial Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",zachary.burton@ml.com,,List Import
11139461,Inactive Investor,Brian Avrunin,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",brian.x.avrunin@ampf.com,,Salesforce
10856358,Inactive Investor,Matthew Johnson,Director - Operations;Financial Planning Specialist,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",matthew.d.johnson@ampf.com,,Salesforce
9579117,,Daniel Wolff,,,dwolff@investmentfinancial.net,,List import
9590270,,Erika Moundros,,,emoundros@whitcomb.com,,List import
10854018,Inactive Investor,Philip McEwen,,J.P. Morgan Securities LLC Poulsbo WA 20350 Little Valley Rd NE,philip.mcewen@jpmorgan.com,,Salesforce
11077366,Inactive Investor,Scott Martinez,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",scott.martinez@schwab.com,,Salesforce
9599434,,Patrick Snell,,,patrick@mastrapasqua.com,,List import
9564968,,Jack A Heil,,,jack@jackaheilcpa.com,,List import
162357,,jude tomasello,,[Unknown],jtomasello@cfl.rr.com,,Advertising
11053892,Inactive Investor,Eric Terry,Wealth Advisor,"MML Investors Services, LLC Mercer Island WA 2835 82nd Ave SE",eterry@financialguide.com,,Salesforce
10924927,Inactive Investor,Robert Olenchalk,,"J.W. Cole Financial, Inc.",,,Salesforce
10805982,Inactive Investor,Carl Guillory,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",joe_guillory@ml.com,,Salesforce
11016540,Inactive Investor,Candice Schultz,Financial Advisor;Investment Advisor Representative;Licensed Insurance Agent,"United Capital Management of Kansas, Inc.",,,Salesforce
9615035,,Dorothy Johnson,,,xedehe7303@duiter.com,,List import
10659372,,Scott Stevens,,,sastevens@ft.newyorklife.com,,List Import
11150751,Inactive Investor,Rebecca Streeter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10989414,Inactive Investor,Richard Nappi,,J.P. Morgan Securities LLC Croton on Hudson NY 171 S Riverside Ave,richard.nappijr@chase.com,,Salesforce
9600219,,Erin Reed,,,erinreed@argi.net,,List import
11101348,Inactive Investor,Nicholas Wiedrich,Wealth Advisor,"Independent Advisor Alliance, LLC Bismarck ND 4401 Coleman St",,,Salesforce
9577217,,Nick Johnstone,,,niclivin21363@gmail.com,,List import
10930223,Inactive Investor,Javier Villacreses,,PFS Investments Inc. Houston TX 14340 Torrey Chase Blvd,javier.villacreses@primerica.com,,Salesforce
10759936,Inactive Investor,Niklas Scherer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",nik_scherer@ml.com,,Salesforce
11077949,Inactive Investor,Barbara Spady,,"Raymond James Financial Services, Inc. Williamsburg VA 5216 Monticello Ave",barbara.spady@raymondjames.com,,Salesforce
11196859,Inactive Investor,Devon McFarland,Financial Advisor;Vice President,"RBC Capital Markets, LLC Lake Oswego OR 4949 Meadows Rd",shelly.m.mcfarland@rbc.com,,Salesforce
11019540,Inactive Investor,Murra Forbes,Investment Advisor,Fisher Investments Plano TX 6505 International Pkwy,,,Salesforce
10828587,Inactive Investor,Scott Dailey,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10799779,Inactive Investor,John Reynolds,,"American Portfolios Financial Services, Inc.",jreynolds@americanportfolios.com,,Salesforce
11207725,Inactive Investor,Kristopher Margerum,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
190069,,Michael Dwyer,"Managing Member, Regulatory Contact","Strategic Family Wealth Counselors, L.L.C.",mtd@strategicfamilywealth.com,973-575-3444,Content
9646173,,Private Person,,,brklyn@tutanova.com,,List import
210759,,ALEXI TYLOR-BOARMAN,,[Unknown],abtylor@gmail.com,,
11138943,Inactive Investor,Peter Balistreri,Financial Advisor,"Ameriprise Financial Services, LLC Barrington IL 1531 S Grove Ave",peter.balistreri@ampf.com,,Salesforce
10825243,Inactive Investor,William Hrapmann,Wealth Advisor,LPL Financial LLC Mandeville LA 4012 Lonesome Rd,william.hrapmann@lpl.com,,Salesforce
9584685,,Rizki Donnovriadi,,,lokodnacnab@gmail.com,,List import
10617565,,Lawrence Nalls,,,lawrence.nalls@primerica.com,,List Import
10762682,Inactive Investor,Matthew Chasin,Financial Advisor;Institutional Consulting Director;Senior Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,matthew.chasin@msgraystone.com,,Salesforce
11130956,Inactive Investor,Aaron Tonna,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,aaron.tonna@fmr.com,,Salesforce
10877949,Inactive Investor,Hayden Holley,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",hayden.holley@ml.com,,Salesforce
10905111,Inactive Investor,Kathy Dixon,,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,,,Salesforce
11009962,Inactive Investor,Steven Henderson,Director - Private Investments,Heritage Wealth Advisors,shenderson@heritagewealth.net,,Salesforce
11235929,Inactive Investor,Alan Gieleghem,,"Kingsview Wealth Management, LLC Troy MI 801 W Big Beaver Rd",agieleghem@kingsview.com,,Salesforce
10979479,Inactive Investor,Heather Garvin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10801958,Inactive Investor,Chris Faicco,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",chris.faicco@nm.com,,Salesforce
345567,,Andrew Ness,"Investment Director, Global Emerging Markets",Martin Currie Inc,aness@martincurrie.com,441-312-295252,Manual List Upload
10957797,Inactive Investor,Paul Kelly,,"Osaic Wealth, Inc. Richmond VA 8720 Stony Point Pkwy",,,Salesforce
11026820,Inactive Investor,Conner Scott,Investment Advisor,Fisher Investments,,,Salesforce
10937436,Inactive Investor,Kevin Witowich,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 9420 Mira Mesa Blvd",kevin.witowich@ampf.com,,Salesforce
11206429,Inactive Investor,Yotam Katzenelson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10765029,Inactive Investor,William Budd,Financial Advisor,Morgan Stanley Stamford CT 4 Landmark Sq,william.budd@morganstanley.com,,Salesforce
9575728,,Gregor Boehm,,,gregor.boehm@ymail.com,,List import
10647573,,Miranda McHugh,,,mmchugh@tiaa-cref.org,,List Import
10979303,Inactive Investor,Samir Ahmed,,"Avantax Investment Services, Inc.",samir.ahmed@avantax.com,,Salesforce
229842,,JOSH Allen -,,JOSH Allen [[Unknown]],joshall81497867@gmail.com,,
11148710,Inactive Investor,Dominick Leali,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",dominick.c.leali@ml.com,,Salesforce
10616428,,Glen Roter,,,glen.roter@edwardjones.com,,List Import
11079323,Inactive Investor,Ralph Ruckart,Financial Advisor,LPL Financial LLC Murfreesboro TN 805 S Church St,ralph.ruckart@lpl.com,,Salesforce
10753282,Inactive Investor,Erikson Hameline,Senior Vice President - Investments,"Raymond James & Associates, Inc. Burlington VT 40 Main St",erikson.hameline@raymondjames.com,,Salesforce
10956233,Inactive Investor,Joseph Malego,,"Osaic Wealth, Inc. Mount Pleasant PA 550 N Church St",,,Salesforce
10796673,Inactive Investor,Mary Margolis,Principal,MBR Financial,,,Salesforce
10885170,Inactive Investor,Trent Diamond,,The Huntington Investment Company Defiance OH 405 W 3rd St,trent.diamond@huntington.com,,Salesforce
11198716,Inactive Investor,Andrew Bergner,,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
9592961,,Brent Dougherty,,,brentd650@gmail.com,,List import
10615898,,Trevor Wurtzebach,,,trevor.wurtzebach@jpmorgan.com,,List Import
10759359,Inactive Investor,Dennis Pompa,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Franklin TN 520 Cool Springs Blvd",dennis.pompa@schwab.com,,Salesforce
10965987,Inactive Investor,David Luo,,"HighTower Securities, LLC Harrisburg PA 1631 N Front St",dluo@hightoweradvisors.com,,Salesforce
10843150,Inactive Investor,Steven Lieberman,,Purshe Kaplan Sterling Investments Livingston NJ 290 W Mount Pleasant Ave,slieberman@pksinvest.com,,Salesforce
9601533,,João Folhas,,,jleaves.gamer@gmail.com,,List import
11211515,Inactive Investor,Leonard Medina,,J.P. Morgan Securities LLC Port Saint Lucie FL 1710 SW Gatlin Blvd,,,Salesforce
10606759,,Brandt Cybul,"Portfolio Manager, Senior Financial Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",brandt.cybul@ml.com,212-284-5628,List Import
11070710,Inactive Investor,Herman Scriven,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",hscriven@tiaa.org,,Salesforce
10888596,Inactive Investor,Brian Lesser,,The Huntington Investment Company Beaver Falls PA 2552 Darlington Rd,brian.lesser@huntington.com,,Salesforce
107019,,Art Schaub,,Self Employed Field Biologist,artsch42@yahoo.com,4352598685,
11033302,Inactive Investor,Thomas Martin,Senior Wealth Manager,LPL Financial LLC Saint Louis MO 8860 Ladue Rd,,,Salesforce
9639802,,Johanes Sugiharto,,,johanes@fition.co.id,,List import
10928367,Inactive Investor,Matthew Weisberg,,Newbridge Securities Corporation,mweisberg@newbridgesecurities.com,,Salesforce
10906001,Inactive Investor,Ashley Carpenter,,Edward Jones New Bern NC 301 S Front St,,,Salesforce
11038319,Inactive Investor,Emily Harris,,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,,,Salesforce
151653,,Lauren Beck,,[Unknown],lrspbeck@gmail.com,,
10823981,Inactive Investor,Cristi Stiles,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",cristi.stiles@truist.com,,Salesforce
10831733,Inactive Investor,Mack Miller,,"Spartan Capital Securities, LLC",,,Salesforce
10782439,Inactive Investor,Karon Munn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,karon.munn@fidelity.com,,Salesforce
10912727,Inactive Investor,Carlos Ortiz,,"Cambridge Investment Research, Inc. Worcester MA 446 Main St",,,Salesforce
11021184,Inactive Investor,Matthew Gardill,,LPL Financial LLC Mifflinburg PA 52 E Chestnut St,matthew.gardill@lpl.com,,Salesforce
10529930,Inactive Investor,Elizabeth Wiewall,,Elizabeth Wiewall,wiewall@gmail.com,512-484-3393,Salesforce
11231415,Inactive Investor,Steven Ostrowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
11222917,,Vita Barrio,,,elvia.barrio@raymondjames.com,,List Import
148851,,Bart Mitchell,,[Unknown],bmitchell1989@yahoo.com,,source
10822222,Inactive Investor,Jamal Davis,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jamal.davis@ubs.com,,Salesforce
9589890,,Eric Thurber,,,eric@threebridgewa.com,,List import
348389,,Joseph Dimenna,Managing Director,Zweig-dimenna Associates Llc,jdimenna@zweig-dimenna.com,212-451-1100,Manual List Upload
11146336,Inactive Investor,Christina Walsh,Chief Compliance Officer,"Alpha Cubed Investments, LLC Irvine CA 3333 Michelson Dr",cconatser@alphacubedinvestments.com,,Salesforce
10883849,Inactive Investor,David Gross,,Country Capital Management Company Moorhead MN 1605 30th Ave S,david.gross@countryfinancial.com,,Salesforce
373329,,Matthew Plucinski,,[Unknown],docplucinski@stny.rr.com,,source
9605630,,Jonathan Cantwell,,,jcantwellre@gmail.com,,List import
9564187,,Andres Cifuentes,,,acifuentes8@yahoo.com,,List import
9641446,,Richard Marshall,,,richardmarshall9227@gmail.com,,List import
11120007,Inactive Investor,David Andrew,,LPL Financial LLC Cedar Rapids IA 3131 Williams Blvd SW,david.andrew@lpl.com,,Salesforce
227960,, -,,[[Unknown]],ajones405@comcast.net,,
9634421,,Brian Steeves,,,steevesb@bellehaven.com,,List import
10907428,Inactive Investor,Philip Cadden,Senior Principal,"Citizens Securities, Inc.",philip.cadden@ccoinvest.com,,Salesforce
10785502,Inactive Investor,Donald Sellers,Financial Advisor,Edward Jones Kennett Square PA 701 E Baltimore Pike,donald.sellers@edwardjones.com,,Salesforce
10969618,Inactive Investor,Thomas Dowd,,Fidelity Brokerage Services LLC,,,Salesforce
10926968,Inactive Investor,Samuel Gatsos,,Jefferies LLC,sgatsos@jefferies.com,,Salesforce
11134290,Inactive Investor,Dung Nguyen,,"Truist Investment Services, Inc. Charlotte NC 5369 Ballantyne Commons Pkwy",,,Salesforce
236030,, -,,[[Unknown]],kylhk@hotmail.com,,
9594952,,Swati Panjwani,,,swatipanjwani94@gmail.com,,List import
11057413,Inactive Investor,Mathias Vogt,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",mathias.vogt@tiaa.org,,Salesforce
10897083,Inactive Investor,Julia McClung,,NYLIFE Securities LLC,jrjungen@ft.newyorklife.com,,Salesforce
10936427,Inactive Investor,Mark Sherman,,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",mark.sherman@prudential.com,,Salesforce
10892332,Inactive Investor,John Angus,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,john.angus@fmr.com,,Salesforce
11125643,Inactive Investor,Steven Iacono,,Thrivent Investment Management Inc. Irvine CA 49 Discovery,steven.iacono@thrivent.com,,Salesforce
10847447,Inactive Investor,Shelby Gatewood,Lead Advisor;Partner,"Cable Hill Partners, LLC",shelby@cablehill.com,,Salesforce
11127479,Inactive Investor,Ellen Brown,,"Osaic Wealth, Inc. Kalamazoo MI 2442 N 9th St",ebrown@royalallianceadvisors.com,,Salesforce
188278,,Ray Bugnosen,,[Unknown],techman43@gmail.com,,source
10989016,Inactive Investor,Amy Smith,,"Allstate Financial Services, LLC",,,Salesforce
121527,,Benjamin Wright,"Assistant Portfolio Manager, Partner, Portfolio Manager, Shareholder","Etesian Wealth Advisors, Inc.",benjamin.wright@etesianwa.com,503-387-3615,
9559075,,linna dalis,,,dosene3336@turuma.com,,List import
10991346,Inactive Investor,Melissa Burnette,,PFS Investments Inc. Beachwood OH 26949 Chagrin Blvd,,,Salesforce
11209360,Inactive Investor,Jordan Leuschke,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",jordan.leuschke@schwab.com,,Salesforce
370382,,Todd Breyfogle,,,tbreyfogle@gmail.com,,Salesforce
10913482,Inactive Investor,Michael Murphy,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
11192467,Inactive Investor,Stanley Reeg,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,sreeg@rwbaird.com,,Salesforce
9640691,,Guilherme Jesus,,,gc.gcguiiugt@gmail.com,,List import
10619426,,Colleen McCorry,,,colleen.rapp@morganstanley.com,,List Import
11146197,Inactive Investor,Brian Seslar,,Morgan Stanley New York NY 1585 Broadway,brian.seslar@morganstanley.com,,Salesforce
10978973,Inactive Investor,Janice Capps,,PFS Investments Inc. Redlands CA 721 Nevada St,janicemariecapps@primerica.com,,Salesforce
10561857,,Kenneth Victor,,,kennethvictor@me.com,,Web Form Fillout
9545706,,Albert Martinez,,,albert.martinez@transamerica.com,,List import
10925792,Inactive Investor,Hieu Donahue,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,hieu.donahue@jpmorgan.com,,Salesforce
10866095,Inactive Investor,Matthew Reis,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,mreis.byg18@primerica.com,,Salesforce
344553,,Daniel Quirk,"Managing Member, CCO","Bucket List Wealth Management, Llc",dan@senfinancial.com,352-307-8652,Manual List Upload
10871554,Inactive Investor,Nathan Tuori,Financial Advisor,PNC Investments Toledo OH 5826 Lewis Ave,nathan.tuori@pnc.com,,Salesforce
231786,,DCG International Investments Ltd.,,[Unknown],rachel@dcg.co,,
11148169,Inactive Investor,Tatiana Jaramillo,,Morgan Stanley Miami FL 20807 Biscayne Blvd,tatiana.jaramillo@morganstanley.com,,Salesforce
48930,,Scott Mullinix,,Focus Financial,smullinix@focusfinancial.com,651-379-3901,
9591174,,Chris Sawyer,,,chrisjsawyer@gmail.com,,List import
9646716,,Sean Mayo,,,1mayo@embarqmail.com,,List import
10758450,Inactive Investor,Thomas Krumenacker,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,thomas.krumenacker@ubs.com,,Salesforce
10918021,Inactive Investor,Juan Castaneda,Client Service Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,juan-za.castaneda@ubs.com,,Salesforce
10815137,Inactive Investor,Daniel Stahlie,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,daniel.stahlie@opco.com,,Salesforce
11206415,Inactive Investor,Shayne Plantz,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
11181003,Inactive Investor,William Benjamin,Executive Managing Director,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",william.benjamin@citizensbank.com,,Salesforce
11185417,Inactive Investor,Paul Eckmann,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",paul.eckmann@wellsfargoadvisors.com,,Salesforce
10937212,Inactive Investor,Kurt Rahe,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,krahe@ft.newyorklife.com,,Salesforce
11203490,Inactive Investor,Heather Bleier,Financial Advisor,Thrivent Investment Management Inc. Jensen Beach FL 3472 NE Savannah Rd,heather.bleier@thrivent.com,,Salesforce
11205734,Inactive Investor,Carley Wilvers,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,carley.m.wilvers@jpmorgan.com,,Salesforce
11122824,Inactive Investor,Nicholas Lucarelli,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",nicholas.lucarelli@ml.com,,Salesforce
9607943,,Umair Qaisar,,,qaisaru@icloud.com,,List import
9575234,,Robert Boswell,,,bboswell@uscallc.com,,List import
10841993,Inactive Investor,Mitchell Fanning,Client Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,mfanning@rockco.com,,Salesforce
10937382,Inactive Investor,Cynthia Roberson,,"Osaic Wealth, Inc.",,,Salesforce
11188069,Inactive Investor,Darrin Davis,,"First Command Brokerage Services, Inc. Derwood MD 7361 Calhoun Pl",ddavis@firstcommand.com,,Salesforce
10951075,Inactive Investor,Francis Heffernan,Chairman,"Ascendant Financial Solutions, Inc.",francis@ascendant-financial.com,,Salesforce
11006920,Inactive Investor,Brian Whiston,,TradeWeb L.L.C,brian.whiston@tradeweb.com,,Salesforce
228216,,Michael -,,Michael [[Unknown]],mnuschke@hotmail.com,,
10646600,,Helan Kim,,,helan.kim@citigroup.com,,List Import
10817705,Inactive Investor,Timothy Hoffman,Wealth Management Associate,Morgan Stanley Middleton MA 35 Village Rd,timothy.hoffman@morganstanley.com,,Salesforce
10837894,Inactive Investor,Richard Baughman,,"Equitable Advisors, LLC Flower Mound TX Private Residence",richard.baughman@equitable.com,,Salesforce
9568010,,Robert Dunton,,,duntonr@gmail.com,,List import
11001850,Inactive Investor,Cecilia De La Cruz,Assistant Vice President;Client Specialist;Senior Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,cdelacruz@rwbaird.com,,Salesforce
11230818,Inactive Investor,Mark Nicolosi,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",,,Salesforce
11177677,Inactive Investor,Jill Loveren,Portfolio Associate,Morgan Stanley Manchester NH 1155 Elm St,,,Salesforce
11169217,Inactive Investor,David Kress,,Edward Jones Chesterfield MO Private Residence,david.kress@edwardjones.com,,Salesforce
227209,,Vincent Marino -,,Vincent Marino [[Unknown]],vmarino@winstead.com,,
10882515,Inactive Investor,Jacob Staub,Supervisory Principal,LPL Financial LLC Elkhorn NE Private Residence,,,Salesforce
9585905,,Darran Baird,,,dbaird@stonepoint.com,,List import
11010500,Inactive Investor,Michelle Hossink,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",michelle.hossink@hantzgroup.com,,Salesforce
11254585,Inactive Investor,Renata Menezes,,M1 Finance LLC,,,Salesforce
10882547,Inactive Investor,Corby Serk,Financial Advisor,Edward Jones Wayzata MN 18285 Minnetonka Blvd,corby.serk@edwardjones.com,,Salesforce
10965988,Inactive Investor,Kelley Gustave,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",kelley.gustave@nm.com,,Salesforce
9593723,,Hannah Mensch,,,hmensch@eplp.com,,List import
11059896,Inactive Investor,Richard Srnec,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Southfield MI 18100 W 11 Mile Rd,richard.p.srnec@jpmorgan.com,,Salesforce
11184086,Inactive Investor,Daryl Peregrin,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethlehem PA 2750 Schoenersville Rd",daryl.peregrin@wellsfargo.com,,Salesforce
10909942,Inactive Investor,Dana Riley,,"Principal Securities, Inc.",riley.dana@principal.com,,Salesforce
10970422,Inactive Investor,Glenn Gibson,,PFS Investments Inc. Stuart FL 7190 SE Federal Hwy,glenn.gibson@primerica.com,,Salesforce
11045824,Inactive Investor,Derek Schauls,,"Parkland Securities, LLC Stillwater MN Private Residence",,,Salesforce
11002623,Inactive Investor,Kyle Fitzgerald,Financial Advisor,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",kyle.fitzgerald@nm.com,,Salesforce
10838650,Inactive Investor,Anthony Leonardo,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
9613099,,Christian Schroeder,,,christian.schroeder@db.com,,List import
10960058,Inactive Investor,Justin Tichenor,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10802176,Inactive Investor,Lance Dueker,Financial Consultant,LPL Financial LLC Fresno CA 465 E Fir Ave,lance.dueker@lpl.com,,Salesforce
11075586,Inactive Investor,Christopher Mallett,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,chris.mallett.ssng@statefarm.com,,Salesforce
10804586,Inactive Investor,Frederick Taylor,,Triad Advisors LLC Marietta GA 3535 Roswell Rd,,,Salesforce
11091458,Inactive Investor,Edmund Fortier,,"Kestra Investment Services, LLC Woodstock GA 3215 S Cherokee Ln",,,Salesforce
11201802,Inactive Investor,Leo Nicotera,Financial Advisor,LPL Financial LLC Ballston Lake NY 313 Ushers Rd,nicotera.leo@lpl.com,,Salesforce
10753457,Inactive Investor,Samye O'Neill,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC San Angelo TX 2113 Knickerbocker Rd",samye.oneill@wellsfargoadvisors.com,,Salesforce
10905802,Inactive Investor,Martha Payne,Financial Planner,Integrated Wealth Concepts LLC,martha.payne@ifpadvisor.com,,Salesforce
9577588,,Monica Mingalieva,,,monica7766@protonmail.com,,List import
11177260,Inactive Investor,Michael Barclift,Financial Advisor,LPL Financial LLC Virginia Beach VA 2877 Guardian Ln,michael.barclift@lpl.com,,Salesforce
11159305,Inactive Investor,Megan Mcgrath,,"Wells Fargo Clearing Services, LLC High Point NC 11245 N Main St",megan.mcgrath@wellsfargo.com,,Salesforce
10801504,Inactive Investor,John Syverson,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",john_syverson@ml.com,,Salesforce
10808173,Inactive Investor,Michael Bernardo,,LPL Financial LLC Chatsworth CA 10324 Mason Ave,michael.bernardo@lpl.com,,Salesforce
167125,,darren sexton,,[Unknown],dsexton23@icloud.com,,
10965502,Inactive Investor,Danielle Depippo,,Park Avenue Securities LLC,danielle_depippo@glic.com,,Salesforce
11146455,Inactive Investor,Scot Karr,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,scot_karr@glic.com,,Salesforce
9631575,,Brian Goldstein,,,briansg@gmail.com,,List import
235030,, -,,[[Unknown]],socialcredit9000@gmail.com,,
10795575,Inactive Investor,Kelly Mayton,Senior Client Associate,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",kelly.mayton@wellsfargoadvisors.com,,Salesforce
11190190,Inactive Investor,Jane Fontaine,Financial Advisor,"Ameriprise Financial Services, LLC Ocala FL 1721 SE 16th Ave",jane.fontaine@ampf.com,,Salesforce
10827803,Inactive Investor,Heather Parks,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,heather.martinez@fidelity.com,,Salesforce
11020555,Inactive Investor,Jami Textor,,PFS Investments Inc. MC Alpin FL 9929 170th Ter,jami.textor@primerica.com,,Salesforce
10911954,Inactive Investor,Jana Braaten,Associate Financial Advisor,"Ameriprise Financial Services, LLC Mount Vernon WA 300 S 1st St",jana.r.braaten@ampf.com,,Salesforce
11178490,Inactive Investor,Walter D'Souza,,Commonwealth Financial Network San Diego CA 401 B St,wd-souza@commonwealth.com,,Salesforce
11078304,Inactive Investor,Ryan Wiegmann,Vice President,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",ryan.wiegmann@schwab.com,,Salesforce
333369,,Dave Mieczkowski,,SCS Financial,dmieczkowski@scsfinancial.com,,Manual List Upload
344588,,James Sleeper,"Vice President, Portfolio Management",Cadaret Grant & Co Inc,jsleeper@cadaretgrant.com,800-288-8601,Manual List Upload
11228874,Inactive Investor,Nicole Mulligan,,J.P. Morgan Securities LLC Las Vegas NV 1980 Festival Plaza Dr,,,Salesforce
10804853,Inactive Investor,Craig Vaness,Financial Advisor,Edward Jones Grand Rapids MI 2944 Fuller Ave NE,craig.vaness@edwardjones.com,,Salesforce
10896128,Inactive Investor,Michael Bencivengo,,"Osaic FA, Inc. North Haven CT 110 Washington Ave",,,Salesforce
11141471,Inactive Investor,Clayton Millard,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",clayton_millard@ml.com,,Salesforce
11159401,Inactive Investor,Gregory Morris,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,gregory.morris@primerica.com,,Salesforce
10816328,Inactive Investor,Alan Stricker,,"NewEdge Securities, Inc. Excelsior MN 500 Lake St",,,Salesforce
11005159,Inactive Investor,Alex Larosa,Investment Advisor Representative,"Blue Bell Private Wealth Management, LLC",alarosa@bluebellpwm.com,,Salesforce
11125924,Inactive Investor,William Shannon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Burnsville MN 12280 Nicollet Ave",william.j.shannon@ampf.com,,Salesforce
10820401,Inactive Investor,Kenneth Roberts,,LPL Financial LLC Port Saint Lucie FL Private Residence,k.roberts@wfafinet.com,,Salesforce
11234443,Inactive Investor,Patricia Granger,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10867930,Inactive Investor,Edson Gallardo-Vazquez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,edson.gallardo-vazquez@fidelity.com,,Salesforce
9640477,,Bruce Beda,,,bruce@kilbourncapital.com,,List import
172176,,Dmutro Popov,,[Unknown],daemon.dmitry@gmail.com,,
11208539,Inactive Investor,Rick Vanvoorhis,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",rick.vanvoorhis@schwab.com,,Salesforce
9599363,,Brent Bunger,,,brent@legacycapitalgroup.com,,List import
11122659,Inactive Investor,Wayne Pfeiffer,Financial Professional;Partner,"Equitable Advisors, LLC Melville NY 395 N Service Rd",wayne.pfeiffer@equitable.com,,Salesforce
9560925,,Dmitri Knysh,,,dknysh@financialguide.com,,List import
9555937,,Willard Tuck,,,amos.tuck@valic.com,,List import
246378,,Not Provided,Student,UMGC,jgarr16-sl@yahoo.com,,Manual List Upload
9590872,,Mike Kruse,,,mkruse1710@gmail.com,,List import
10844947,Inactive Investor,Patrick Short,,"BOK Financial Securities, Inc. Little Rock AR 111 Center St",pshort@bokf.com,,Salesforce
11016703,Inactive Investor,Kirby Conroy,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
11043702,Inactive Investor,Brian Flecker,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,brian.flecker@jpmorgan.com,,Salesforce
11011739,Inactive Investor,Michael Dahmann,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,mdahmann@primerica.com,,Salesforce
11239171,Inactive Investor,Benaiah Burnich,,Cetera,burnichb@ceteranetworks.com,,Salesforce
10910535,Inactive Investor,Sherri Sharpe,Financial Advisor;Senior Vice President,"WesBanco Securities, Inc. Clarksburg WV 140 W Main St",slibersat@wesbanco.com,,Salesforce
10659844,,Scott Heinzman,,,scott.heinzman@lpl.com,,List Import
10831643,Inactive Investor,David Thomas,Chief Executive Officer;Regulatory Contact;Senior Investment Management Consultant,"Equitas Capital Advisors, LLC",dthomas@equitas-capital.com,,Salesforce
11158311,Inactive Investor,Kyle Nikerle,Financial Consultant,"Charles Schwab & Co., Inc. Anchorage AK 1400 W Benson Blvd",kyle.nikerle@schwab.com,,Salesforce
11114029,Inactive Investor,Sandra Cavoto,,"Farmers Financial Solutions, LLC Chicago IL 6118 W 63rd St",,,Salesforce
10876193,Inactive Investor,Katie Tacinelli,,&Partners Basking Ridge NJ 106 Allen Rd,,,Salesforce
10891088,Inactive Investor,Jonmichael Shekian,,Citigroup Global Markets Inc.,,,Salesforce
11121586,Inactive Investor,Ralph Thompson,,NYLIFE Securities LLC Morristown TN Private Residence,rethompson@ft.newyorklife.com,,Salesforce
11003905,Inactive Investor,Ayesha Rinehart,Private Client Advisor,J.P. Morgan Securities LLC Dublin OH 7675 Sawmill Rd,ayesha.rinehart@jpmorgan.com,,Salesforce
9549831,,Anne White,,,anne.white@wearenurture.com,,List import
10909428,Inactive Investor,Brandon Meyer,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
113210,,Jane Callahan,,"Frazier Financial Advisors, LLC",jcallahan@frazierfinancial.com,614-793-8297,
11151086,Inactive Investor,Brad Michels,Wealth Manager,"CX Institutional, LLC Louisville KY 4350 Brownsboro Rd",brad.michels@credentwealth.com,,Salesforce
9595702,,Caroline Angell,,,cangell@financialengines.com,,List import
11094142,Inactive Investor,Richard Minton,,Thrivent Investment Management Inc. Evansville IN Private Residence,richard.minton@thrivent.com,,Salesforce
10906996,Inactive Investor,Joshua Schafer,Financial Advisor,The Huntington Investment Company Mount Prospect IL 2100 S Elmhurst Rd,joshua.schafer@huntington.com,,Salesforce
11084383,Inactive Investor,Dianna Laney,Financial Advisor,LPL Financial LLC Folsom CA 110 Blue Ravine Rd,d.laney@lpl.com,,Salesforce
11041610,Inactive Investor,Julie Connor,,Cetera Advisors LLC Topeka KS 1919 SW 10th Ave,julie.connor@ceteraadvisors.com,,Salesforce
11028325,Inactive Investor,Michael Hamm,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",michael.hamm@nm.com,,Salesforce
11117621,Inactive Investor,John Dipietro,Financial Advisor;President,"Ameriprise Financial Services, LLC Pitman NJ 57 S Broadway",john.dipietro@ampf.com,,Salesforce
150963,,william reeb,,[Unknown],breebly@yahoo.com,,
10996637,Inactive Investor,Lovely Tan,,J.P. Morgan Securities LLC Bethesda MD 7901 Wisconsin Ave,lovely.tan@jpmorgan.com,,Salesforce
11089324,Inactive Investor,Glenda Long,,"Cambridge Investment Research, Inc. Hydro OK 107 E Main St",,,Salesforce
9544148,,Gene Scott,,,gene.scott@voyafa.com,,List import
9605998,,carl neitzel,,,cneitzel@gwnsecurities.com,,List import
11254892,Inactive Investor,Alyzain Lakdawala,Senior Financial Analyst,"Sage Mountain Advisors, LLC",alakdawala@sagemountainadvisors.com,,Salesforce
9577813,,Nadia Novi andini,,,nadianoviandini@gmail.com,,List import
26252,,Charles Sheppard,Senior Vice President,The Pennsylvania Trust Company,sheppard@penntrust.com,1-610-975-4322,Direct
11191657,Inactive Investor,Tristan Camilo,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11060949,Inactive Investor,Charles Houchins,,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,chuck.houchins@lpl.com,,Salesforce
9604119,,Lekiethie Walker,,,lekiethiewpeter35@gmail.com,,List import
10946782,Inactive Investor,Catherine Zhao,,"Wells Fargo Clearing Services, LLC Poway CA 14815 Pomerado Rd",catherine.zhao@wellsfargo.com,,Salesforce
11179683,Inactive Investor,Carlos Cruz,,J.P. Morgan Securities LLC New York NY 3940 Broadway,,,Salesforce
9625864,,David Levine,,,dlevine@nb.com,,List import
6642100,,Elise Severs,,,1t2p97rekof@temporary-mail.net,,Web Form Fillout
10854165,Inactive Investor,William Enis,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tupelo MS 144 S Thomas St",ryan.enis@ml.com,,Salesforce
10919299,Inactive Investor,Donald Sgambati,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",donald.sgambati@nm.com,,Salesforce
10797847,Inactive Investor,Adam Lazar,,"Allstate Financial Services, LLC San Rafael CA 52 Mitchell Blvd",alazar@allstate.com,,Salesforce
10995102,Inactive Investor,Brooke Carroll,,"WesBanco Securities, Inc. Weirton WV 333 Penco Rd",,,Salesforce
11086822,Inactive Investor,Christopher Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11118760,Inactive Investor,George Bowery,,"Truist Investment Services, Inc. Cornelius NC 19315 W Catawba Ave",,,Salesforce
10776054,Inactive Investor,Peggy Bowers,,J.P. Morgan Securities LLC Spring TX 10010 Woodlands Pkwy,peggy.bowers@jpmorgan.com,,Salesforce
10982399,Inactive Investor,Otto Mucklo,,"First Citizens Investor Services, Inc. Raleigh NC 4400 Six Forks Rd",otto.mucklo@firstcitizens.com,,Salesforce
9606826,,Jurgen Kale,,,jurgenkale@hotmail.com,,List import
9560866,,William Haider,,,bhaider@focusfinancial.com,,List import
11130482,Inactive Investor,Sean Rice,Investment Advisor Representative,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
11129052,Inactive Investor,Edward Escobar,Financial Advisor,Edward Jones Presque Isle ME 455 Main St,edward.escobar@edwardjones.com,,Salesforce
11122667,Inactive Investor,Donna Delgado,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",donna.delgado@equitable.com,,Salesforce
11213512,Inactive Investor,Erik Ralston,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC San Francisco CA 101 California St",,,Salesforce
10883317,Inactive Investor,Chris Schilmoeller,Financial Advisor,Edward Jones Orlando FL 4705 S Apopka Vineland Rd,chris.schilmoeller@edwardjones.com,,Salesforce
11134326,Inactive Investor,James Locke,,"U.S. Bancorp Investments, Inc. Cincinnati OH 530 E University Ave",james.locke@usbank.com,,Salesforce
10489560,,Lucas Cole,Annuity Counselor,Fisher Investments,lucascole2012@gmail.com,,List Import
11212756,Inactive Investor,Joyce Altmann,,J.P. Morgan Securities LLC Boca Raton FL 240 E Palmetto Park Rd,joyce.altmann@jpmorgan.com,,Salesforce
10754874,Inactive Investor,Joseph Crispino,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsford NY 1200 Pittsford Victor Rd",joe.crispino@wellsfargoadvisors.com,,Salesforce
10953830,Inactive Investor,Shawn Conboy,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
352717,,Jessica Patterson,"Portfolio Manager, Research, Analyst","Horizon Financial Services, Llc",jessica.patterson@horizonfs.com,336-659-7060,Manual List Upload
11101119,Inactive Investor,Ryan Purvis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",ryan_purvis@ml.com,,Salesforce
11116448,Inactive Investor,Michael Cox,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,michael.cox@primerica.com,,Salesforce
10814620,Inactive Investor,David Barnett,Financial Advisor,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",david.barnett@wellsfargoadvisors.com,,Salesforce
11083467,Inactive Investor,Kyle McCabe,,"Northwestern Mutual Investment Services, LLC Corona CA 250 E Rincon St",kyle.b.mccabe@nm.com,,Salesforce
10954396,Inactive Investor,Andrew Segal,,"Wells Fargo Clearing Services, LLC Philadelphia PA 2401 Pennsylvania Ave",,,Salesforce
10984221,Inactive Investor,Sylvestre Beltran,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,sbeltran00@ft.newyorklife.com,,Salesforce
11127652,Inactive Investor,Cynthia Rosso,Chief Compliance Officer;Chief Executive Officer;President;Wealth Advisor,"Elevate Wealth Advisory, Inc.",deanne.rosso@elevate-wealth.com,,Salesforce
11061735,Inactive Investor,Anthony Frongillo,,Fidelity Brokerage Services LLC,anthony.frongillo@fidelity.com,,Salesforce
10779957,Inactive Investor,William Grimes,Financial Advisor,Citigroup Global Markets Inc. Fort Lauderdale FL 3101 N Federal Hwy,william.grimes@citi.com,,Salesforce
10868169,Inactive Investor,Richard Morton,Financial Professional,Money Concepts Capital Corp Charleston WV Private Residence,rmorton@moneyconcepts.com,,Salesforce
9618845,,Francisco Choe,,,fchoe79@hotmail.com,,List import
39042,,Gerald Poore,Financial Consultant,Thrivent Investment Management Inc.,scott.poore@thrivent.com,317-215-2297,
11075668,Inactive Investor,Ryan Welch,,LPL Financial LLC Northville MI 126 N Center St,ryan.welch@lpl.com,,Salesforce
9610516,,Zach Scales,,,zscales45@gmail.com,,List import
1001292,Inactive Investor,David Derval,,Beverly Capital Group,david@beverlycapitalgroup.com,,3rd Party Lead Gen
10967694,Inactive Investor,Amanda Lavallee,,Fidelity Brokerage Services LLC,,,Salesforce
9647363,,Sean Callahan,,,sfcall15@g.holycross.edu,,List import
11065635,Inactive Investor,Molly Townsend,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,molly.helgren@ubs.com,,Salesforce
11140945,Inactive Investor,Fay Clinton,Senior Client Associate,"Wells Fargo Clearing Services, LLC Oakland CA 151 40th St",fay.clinton@wellsfargoadvisors.com,,Salesforce
11073454,Inactive Investor,Beth Lewis,Financial Consultant;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",beth.bosecker@wellsfargoadvisors.com,,Salesforce
10923331,Inactive Investor,Deborah Barnes,Financial Advisor,Robert W. Baird & Co. Incorporated Tampa FL 201 N Franklin St,dbarnes@rwbaird.com,,Salesforce
10986195,Inactive Investor,Amanda Meltz,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,amanda.meltz@thrivent.com,,Salesforce
224659,,Yande Artha,,[Unknown],yandeartha75@gmail.com,,Direct
10959721,Inactive Investor,Stephen Porter,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,,,Salesforce
9646737,,Juan Hash,,,thosecoinsaremine@gmail.com,,List import
9600340,,Jonathan Knapp,,,jonathan.knapp@thinkingbeyond.com,,List import
11203583,Inactive Investor,Dean Anatra,Financial Advisor,"William Joseph Capital Management, Inc. Bethel CT Private Residence",,,Salesforce
10949788,Inactive Investor,Carla Gomez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9607102,,Donald Robinson,,,mrdonrobie@hotmail.com,,List import
10958073,Inactive Investor,Francesca Ruffolo,,LPL Financial LLC New York NY 277 Park Ave,francesca.ruffolo@lpl.com,,Salesforce
10855004,Inactive Investor,Matthew Toepfer,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hanover NH 2 Buck Rd",matthew.toepfer@tiaa.org,,Salesforce
10973264,Inactive Investor,Dimitri Taouss,,Goldman Sachs & Co.,,,Salesforce
11168920,Inactive Investor,John Marlis,Financial Planner,"Pruco Securities, LLC. Hales Corners WI 12065 W Janesville Rd",john.marlis@prudential.com,,Salesforce
10970031,Inactive Investor,Mark Verille,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,mark.verille@fmr.com,,Salesforce
9589250,,Chanchal Singh Kale,,,csandms1@gmail.com,,List import
372195,,Alberto Casimiro Andrade,,Mexico,a1andrade@hotmail.com,,Salesforce
10915971,Inactive Investor,Kevin Rochford,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",kevin.rochford@bernstein.com,,Salesforce
9583287,,Kerry Uffman,,,kerry@twru.com,,List import
10644171,,Tyler Hoff,,,tyler.hoff@guggenheimfunds.com,,List Import
10954686,Inactive Investor,Bryan Gaskamp,,"Cambridge Investment Research, Inc. Houston TX 1710 State St",,,Salesforce
10766245,Inactive Investor,Daniel Schipitsch,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",dan_schipitsch@ml.com,,Salesforce
11253948,Inactive Investor,Daniel Rabady,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10784121,Inactive Investor,Bryan Norfleet,Financial Advisor;First Vice President;Investment Officer;Vice President - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",bryan.norfleet@wellsfargoadvisors.com,,Salesforce
9641009,,Jhom S,,,arunaxxl@gmail.com,,List import
11233489,Inactive Investor,Sebastian Paz,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10769017,Inactive Investor,William Ferrara,,NYLIFE Securities LLC Rockland MA 1050 Hingham St,wferrara@ft.newyorklife.com,,Salesforce
10915907,Inactive Investor,Robert De Young,Financial Advisor,Edward Jones Orland Park IL 16526 106th Ct,robert.deyoung@edwardjones.com,,Salesforce
11126983,Inactive Investor,Melodie Skinner,,"Wells Fargo Clearing Services, LLC Roswell GA 850 Woodstock Rd",melodie.g.skinner@wellsfargo.com,,Salesforce
10864143,Inactive Investor,Matthew Foster,Financial Advisor,"Raymond James Financial Services, Inc. Greenville SC 124 Verdae Blvd",matthew.foster@raymondjames.com,,Salesforce
11088595,Inactive Investor,Aaron Berger,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",aaron.berger@ml.com,,Salesforce
10875399,Inactive Investor,Kamalpreet Sidhu,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Purcellville VA 1010 E Main St",kamalpreet.sidhu@ml.com,,Salesforce
346383,,Robert Cagliola,Vice President,Connors Investor Services Inc,rcagliola@connorsinvestor.com,610-376-7418,Manual List Upload
11058612,Inactive Investor,Hiro Nishimori,Investment Associate;Sales Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,hiro.nishimori@jpmorgan.com,,Salesforce
11191813,Inactive Investor,Glen Battisto,,"Raymond James Financial Services, Inc. Harrison AR 303 N Main St",dave.battisto@raymondjames.com,,Salesforce
9632123,,Bernice Zhao,,,bernice.zhao@yale.edu,,List import
10612252,,Steven Glass,"Principal, Senior Financial Advisor",,sjglass@shufrorose.com,,List Import
10754699,Inactive Investor,Stephen Guy,Financial Advisor,"Northeast Planning Associates, Inc. Woburn MA 3 Baldwin Green Cmn",sguy@northeastplanning.com,,Salesforce
9589983,,Tiago Rente,,,t.f.rente@gmail.com,,List import
10838582,Inactive Investor,John Mccormick,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pocatello ID 305 Yellowstone Ave",mccormickj@stifel.com,,Salesforce
213631,,Simon Bond,,[Unknown],simon_bond34@hotmail.com,,Organic Search
10775962,Inactive Investor,Colleen Bowar,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",c.bowar@ml.com,,Salesforce
10646009,,John Balzano,,,jbalzano@ziegler.com,,List Import
10896469,Inactive Investor,Jeffrey Kimball,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 1089 Jordan Creek Pkwy",jeff.kimball@ampf.com,,Salesforce
11238007,Inactive Investor,Alice Zhang,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",azhang@performancetrust.com,,Salesforce
10999102,Inactive Investor,Alicia Quaintance,,J.P. Morgan Securities LLC Coeur D Alene ID 143 W Neider Ave,alicia.quaintance@jpmorgan.com,,Salesforce
10888103,Inactive Investor,Graig Nickel,,"Next Financial Group, Inc. Gilbertsville PA Private Residence",gnickel@nextfinancial.com,,Salesforce
10770021,Inactive Investor,Nicholas Elias,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 9990 Montgomery Rd",nicholas.elias@53.com,,Salesforce
10765187,Inactive Investor,Leonard Cohen,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,leonard.cohen@morganstanley.com,,Salesforce
9576607,,Keith Esp,,,kesp@vanderbiltsecurities.com,,List import
10954523,Inactive Investor,Nicholas Zucco,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,nicholaszucco.team@fidelity.com,,Salesforce
10951698,Inactive Investor,Susan Kyle,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
9623887,,Eduardo Araujo,,,eduardoquadrosaraujo@hotmail.com,,List import
9553869,,pavel dovgan,,,tytifish@gmail.com,,List import
10924474,Inactive Investor,Taryn Jones,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9568004,,ivan leung,,,leungjianjian@gmail.com,,List import
10996299,Inactive Investor,Patricia Gomes,,Cetera Investment Services LLC Naples FL 5909 Pine Ridge Rd,,,Salesforce
11188179,Inactive Investor,Antoinette Claiborne,,"Wells Fargo Clearing Services, LLC Petersburg VA 3360 S Crater Rd",antoinette.claiborne@wellsfargoadvisors.com,,Salesforce
10877829,Inactive Investor,Thomas Rowe,Investment Advisor Representative,"Geneva Partners, LLC",,,Salesforce
11098165,Inactive Investor,Stephen Tucker,,Cetera Advisor Networks LLC Reston VA 11921 Freedom Dr,,,Salesforce
10645256,,Deshar Webb,,,deshar.webb@primerica.com,,List Import
10833749,Inactive Investor,David Noriega,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",,,Salesforce
232287,, -,,[Unknown],samuel@schawalder.ch,,
10760640,Inactive Investor,Jacob Kent,,Fidelity Brokerage Services LLC Lacey WA 4225 Glen Terra Dr SE,jacob.kent@fidelity.com,,Salesforce
10874454,Inactive Investor,Matias Majdalani,Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,matias.majdalani@morganstanley.com,,Salesforce
11032863,Inactive Investor,Vaishali Kothari,,Cetera Advisor Networks LLC,kothariv@ceteranetworks.com,,Salesforce
10861844,Inactive Investor,Darcy Drain,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Phoenix AZ 13602 N 7th St,darcy.drain@jpmorgan.com,,Salesforce
11235283,Inactive Investor,Bernadette Connery,Investment Analyst;Investment Associate,Ellevest Albuquerque NM Private Residence,bconnery@ellevest.com,,Salesforce
45541,,John Destefanis,,"Cantella & Co., Inc.",jdestefanis@cantella.com,781-740-4227,
11175393,Inactive Investor,Robert Scharff,Financial Representative,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",robert.l.scharff.jr@nm.com,,Salesforce
11019583,Inactive Investor,Dabney Ewin,Financial Representative,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",dabney.ewin@nm.com,,Salesforce
10950069,Inactive Investor,Daniel Tripp,Associate Financial Planner;Financial Planner,Redwood Grove Wealth Management,daniel@redwoodgrovewm.com,,Salesforce
9574187,,Tristan Ramos,,,tristanrms@gmail.com,,List import
9618719,,Kenneth Griffin,,,kenneth.griffin@citadel.com,,List import
9566581,,Ashwini Sharma,,,ashwinisharma777@gmail.com,,List import
9617910,,Bradley Shisler,"Managing Director, Member, Regulatory Contact","Condire Management, LP",brad@condirellc.com,,List import
169913,,Esteve Serna,,[Unknown],estevet@protonmail.com,,
11026502,Inactive Investor,Douglas Bagley,Financial Professional,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,dbagley@planmembersec.com,,Salesforce
344940,,Zachery Meynard,Performance Analyst,"Bison Wealth, Llc",zach@lcpinstitutional.com,404-841-2224,Manual List Upload
10767716,Inactive Investor,Michael Acampora,,D.A. Davidson & Co. Jacksonville FL 121 W Forsyth St,macampora@dadco.com,,Salesforce
11078767,Inactive Investor,Marc Solosky,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,marc.solosky@jpmorgan.com,,Salesforce
10937071,Inactive Investor,William Weintraub,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
11150337,Inactive Investor,Orlando Ochoa,Financial Advisor,LPL Financial LLC Chicago IL 123 N Wacker Dr,orlando.ochoa@lpl.com,,Salesforce
11086313,Inactive Investor,Brooke Eastridge,Financial Advisor,Edward Jones Thibodaux LA 507 Saint Philip St,brooke.hochstetler@edwardjones.com,,Salesforce
10981411,Inactive Investor,Gregory Deboard,,"Bankers Life Securities, Inc. Williamsport PA 1000 Commerce Park Dr",,,Salesforce
11028038,Inactive Investor,Alyssa Lachapelle,,LPL Financial LLC Portsmouth NH 325 State St,alyssa.lachapelle@lpl.com,,Salesforce
11232582,Inactive Investor,Jeffrey Richardson,,"Empower Financial Services, Inc",jeffrey.richardson@empower.com,,Salesforce
9627072,,Oihana Sanchez,,,oihana.sanchez@ni.eus,,List import
10896088,Inactive Investor,Joseph Jannazzo,,Country Capital Management Company Brookfield WI 17040 W Greenfield Ave,joseph.jannazzo@countryfinancial.com,,Salesforce
9569325,,Michael Penn,,,mpenn@sigmarep.com,,List import
11010860,Inactive Investor,Noah Arends,,"Osaic Wealth, Inc. Waterloo IA 3013 Greyhound Dr",,,Salesforce
11069324,Inactive Investor,Arthur Flores,Chief Compliance Officer;Financial Coach;Financial Planner;President,"Flores Wealth Planning, LLC",aflores@floresplanning.com,,Salesforce
10899280,Inactive Investor,Amanda Grayson,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
10759925,Inactive Investor,Elizabeth Lockwood,Managing Director - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,elizabeth.lockwood@ubs.com,,Salesforce
10514008,,Andre Harned,,,7annc7@gmail.com,,List Import
9572662,,Eric Rosen,,,eric.rosen@reefroadcap.com,,List import
11051969,Inactive Investor,Thomas Kachel,,"Vanderbilt Securities, LLC Rockville VA Private Residence",,,Salesforce
11079409,Inactive Investor,Kaitlyn Lingo,Financial Advisor,Edward Jones Richmond TX 503 FM 359 Rd,kaitlyn.lingo@edwardjones.com,,Salesforce
5158972,,sen yas,,,vigali5262@lutota.com,,Web Form Fillout
11152429,Inactive Investor,Blue Watson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10844455,Inactive Investor,Jennifer Newman,,"Vicus Capital, Inc.",jnewman@pfginc.com,,Salesforce
10886671,Inactive Investor,Jennifer Bromberg,,"Cambridge Investment Research, Inc. Bellevue WA 1951 152nd Pl NE",,,Salesforce
84299,,Charles MacKall,Chairman,Avenir Corporation,green@avenircorp.com,202-659-4427,
10859010,Inactive Investor,Shane Caldwell,Wealth Advisor,"TVAMP, LLC",shane.caldwell@tvamp.com,,Salesforce
11024626,Inactive Investor,Norman Robbins,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",norman.robbins@ampf.com,,Salesforce
10871291,Inactive Investor,Kelley Maguire,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",kelley.maguire@ampf.com,,Salesforce
10799623,Inactive Investor,Adam Pasholk,,Network 1 Financial Securities Inc.,adampasholk@netw1.com,,Salesforce
10891612,Inactive Investor,Shan Li,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,sli@ft.newyorklife.com,,Salesforce
10786398,Inactive Investor,Lisa Gregori,,J.P. Morgan Securities LLC Joliet IL 2500 W Jefferson St,lisa.a.gregori@jpmorgan.com,,Salesforce
11119819,Inactive Investor,Ryan Delaney,,Jefferies LLC,rdelaney@jefferies.com,,Salesforce
11181497,Inactive Investor,Cecilia Waters,Relationship Banker,"Wells Fargo Clearing Services, LLC Greenville SC 137 S Pleasantburg Dr",,,Salesforce
11157426,Inactive Investor,Maria Duarte,,J.P. Morgan Securities LLC Yonkers NY 92 Main St,maria.duarte@jpmorgan.com,,Salesforce
11030275,Inactive Investor,Brandon Weinberg,,"Bankers Life Securities, Inc. Mount Laurel NJ 1000 Atrium Way",,,Salesforce
10768026,Inactive Investor,Cynthia Williams,Financial Advisor,Edward Jones Jacksonville NC 3776 Henderson Dr,cynthia.williams@edwardjones.com,,Salesforce
11053919,Inactive Investor,Delfina Buenrostro,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Naples FL 850 Park Shore Dr",delfina.buenrostro@benjaminfedwards.com,,Salesforce
208093,,David Howard,,United States,david.howard@gmail.com,,
11151653,Inactive Investor,Kenneth Appelbaum,,United Planners' Financial Services of America A Limited Partner Lanesboro MA Private Residence,knappelbaum@unitedplanners.com,,Salesforce
11121445,Inactive Investor,Shaun O'Boyle,Financial Advisor,Commonwealth Financial Network Allentown PA 961 Marcon Blvd,soboyle@commonwealth.com,,Salesforce
229179,, -,,[[Unknown]],linhhoat68@gmail.com,,
346481,,Maximilian Stone,Executive Committee Member,"D. E. Shaw & Co., L.p.",mstone@deshaw.com,212-478-0000,Manual List Upload
11058560,Inactive Investor,Jason Reher,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Faribault MN 211 1st Ave NW",jason.3.reher@ampf.com,,Salesforce
11067015,Inactive Investor,Craig Koehmstedt,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",craig.koehmstedt@wellsfargoadvisors.com,,Salesforce
11062596,Inactive Investor,Joelle Remy,,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,joelle.remy@thrivent.com,,Salesforce
10523861,,Hudson McDougall,,,hudson_mcdougall@yahoo.com,,Web Form Fillout
10788808,Inactive Investor,Charles Moore,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,,,Salesforce
11020931,Inactive Investor,Judith Perez Romero,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,jperez-romero@primerica.com,,Salesforce
11182157,Inactive Investor,Jose Noarbe Moliner,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,jose.noarbemoliner@ubs.com,,Salesforce
9551225,,Alexander Sixbey,,,alexander.sixbey@lfg.com,,List import
11155567,Inactive Investor,Connor Bench,,"M Holdings Securities, Inc. Seattle WA 600 University St",,,Salesforce
8288494,,Umar Rabilu Isa,,,umarrabilu@yahoo.com,,Web Form Fillout
10863923,Inactive Investor,Thomas Frannicola,,"Independent Financial Group, LLC Blackwood NJ Private Residence",tfrannicola@ifgrr.com,,Salesforce
9642495,,fdsf fds,,,fdsfdf@fdsfd.com,,List import
11083436,Inactive Investor,Joshua Hodge,Area Investment Manager;Vice President,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",joshua.hodge@53.com,,Salesforce
11006696,Inactive Investor,Raychelle Black,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
9643207,,Dovah Kiin,,,cryptostamp84@gmail.com,,List import
245831,,Not Provided,Member,Invariant LLC,coda@invariantgr.com,,Manual List Upload
11168921,Inactive Investor,Joseph Pietrykowski,Financial Advisor,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",joseph.pietrykowski@prudential.com,,Salesforce
10489284,,Clay Tuttle,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,clay.tuttle@primerica.com,,List Import
9600526,,Pau Bonet,,,paauueet@gmail.com,,List import
760,,,,,paultaylor@email-seeds.net,,
10917386,Inactive Investor,Daniel Leonard,Chief Compliance Officer;Managing Member,Powering Your Retirement,,,Salesforce
11092271,Inactive Investor,Brett Dusch,,Purshe Kaplan Sterling Investments Warrendale PA 200 Pinewood Ln,bdusch@pksinvest.com,,Salesforce
10885484,Inactive Investor,Jennifer Salmon,Supervisory Officer,UBS Financial Services Inc.,,,Salesforce
11038846,Inactive Investor,Brandon Wester,Research Analyst,Commonwealth Financial Network New York NY 420 Lexington Ave,bwester@commonwealth.com,,Salesforce
11168798,Inactive Investor,Marcellus Williams,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,,,Salesforce
11093599,Inactive Investor,John Rubottom,Director - Business Development;Founder,Cottonwood Capital Advisors,jay.rubottom@cottonwoodmail.com,,Salesforce
11110736,Inactive Investor,David Carpenter,,"Brokers International Financial Services, LLC. Arlington TX Private Residence",dcarpenter@brokersifs.com,,Salesforce
10753980,Inactive Investor,Mark Pollmann,Regional Vice President,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,mark.pollmann@primerica.com,,Salesforce
10930384,Inactive Investor,Kim Wooden,,"Harbour Investments, Inc. Niles MI 210 E Main St",kdwooden@hirep.net,,Salesforce
11153714,Inactive Investor,Jason Windham,,Cetera Advisor Networks LLC Baton Rouge LA 8280 YMCA Plaza Dr,,,Salesforce
10813298,Inactive Investor,James Pickett,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,james.pickett@primerica.com,,Salesforce
339980,,Benjamin Martik,Associate,Valley Brook Capital Group,bmartik@valleybrookcg.com,724-941-8625,Manual List Upload
11110375,Inactive Investor,Cameron Gray,Financial Consultant,"Park Capital Management, LLC",cgray@parkcapitalmgt.com,,Salesforce
374346,,Joe Zielinksi,,,joe@bluefinfinancial.com,856-795-9998,Salesforce
337619,,Bruce Bottomley,"Managing Director, Portfolio Manager",Sasco Capital Inc,bbottomley@sascocap.com,203-254-6868,Manual List Upload
11024278,Inactive Investor,Robert Prestridge,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",bob_prestridge@ml.com,,Salesforce
9548482,,Michelle Misplay,,,michelle.misplay@53.com,,List import
9562242,,Michele Comer,,,mcomer4@gmail.com,,List import
10872842,Inactive Investor,Jay Finn,Financial Professional,PlanMember Securities Corporation Houston TX 11500 Northwest Fwy,jfinn@planmembersec.com,,Salesforce
10961411,Inactive Investor,Salome Han,,"Wells Fargo Clearing Services, LLC Round Rock TX 505 Round Rock Ave",,,Salesforce
11013871,Inactive Investor,Georgeil Thompson,,"Joseph Eden Capital, LLC",,,Salesforce
11017469,Inactive Investor,Logan Derosier,,LPL Financial LLC Austin TX 5920 W William Cannon Dr,logan.derosier@lpl.com,,Salesforce
10792358,Inactive Investor,Terrance Wood,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",terry.wood@rbc.com,,Salesforce
10953227,Inactive Investor,Antonio Almirall,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,antonio.almirall@morganstanley.com,,Salesforce
10904593,Inactive Investor,Leyuvin Moodley,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,leyuvin.moodley@fidelity.com,,Salesforce
11165221,Inactive Investor,Jacquelyn Stitt,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 601 N Section St",bailey.stitt@ml.com,,Salesforce
9623776,,Jack Moffett,,,jmof@sbcglobal.net,,List import
10969538,Inactive Investor,Dexter Ekwelundu,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9568357,,Jon Lombardo,,,jonathan.lombardo@gmail.com,,List import
10851279,Inactive Investor,Brian Jackson,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Tarrytown NY 350 S Broadway",brian.m.jackson@wellsfargoadvisors.com,,Salesforce
10893492,Inactive Investor,Kellie Bair,,"Avantax Investment Services, Inc. Mount Pleasant SC 1205 Two Island Ct",,,Salesforce
9570920,,Jeff Spiller,,,jeff.spiller@hotmail.com,,List import
10827028,Inactive Investor,Kasie Elsner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kasie.elsner@ml.com,,Salesforce
11157807,Inactive Investor,Todd Gray,Director - Alternative Investments;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,todd.gray@morganstanley.com,,Salesforce
11233888,Inactive Investor,Robert Pennamon,,"Allstate Financial Services, LLC Columbia SC 1631 Richland St",,,Salesforce
11200934,Inactive Investor,Steven Moss,,Cetera Advisor Networks LLC Panama City Beach FL 309 N Richard Jackson Blvd,,,Salesforce
10958901,Inactive Investor,Juan Sandoval-Leon,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,juan.sandoval-leon@jpmorgan.com,,Salesforce
240498,,Browne Adam,,PIMCO Investment Management,adam.browne@pimco.com,,Event
9630585,,?? ?,,,kaywan2@naver.com,,List import
11223251,,Christopher Colomb,,,ccolomb@mergerfund.com,,List Import
11040453,Inactive Investor,Lashawn Johnson,Assistant Vice President;Wealth Advisor,Citigroup Global Markets Inc. Chicago IL 9449 S Western Ave,,,Salesforce
10891234,Inactive Investor,Kelley Adams,,State Farm VP Management Corp. Pewee Valley KY 215 La Grange Rd,kelley.adams.nyug@statefarm.com,,Salesforce
336274,,Eli Goldstein,"Manager, Regulatory Contact",Radcliff Management LLC,eli@radcliffcompanies.com,212-858-0448,Manual List Upload
11089509,Inactive Investor,Domenic Cagliuso,,"Osaic Institutions, Inc. Johnstown PA 125 Donald Ln",dcagliuso@infinexgroup.com,,Salesforce
10657095,,Katherine Skorupski,,,katie.skorupski@tiaa.org,,List Import
10902666,Inactive Investor,Chase Thomas,Financial Advisor,Robert W. Baird & Co. Incorporated Hopkinsville KY 1003 S Virginia St,cdthomas@rwbaird.com,,Salesforce
94617,,David Niederman,,self,dniederman@me.com,5037208878,Organic Search
11127964,Inactive Investor,Jason Ernst,,"Avantax Investment Services, Inc. Bismarck ND 115 N 2nd St",jason.ernst@avantax.com,,Salesforce
9548968,,Shannon O'Leary,,,soleary1010@gmail.com,,List import
11052554,Inactive Investor,Darron Bryant,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,,,Salesforce
10865329,Inactive Investor,Deborah Grothe-Rodgers,Chief Compliance Officer,Lodestar Asset Management LLC Moore OK Private Residence,,,Salesforce
11095384,Inactive Investor,Lisa Price,Senior Client Service Associate,Morgan Stanley Terre Haute IN 401 Wabash Ave,lisa.price@morganstanley.com,,Salesforce
10973652,Inactive Investor,Benjamin Fredrickson,Financial Advisor,Edward Jones Nacogdoches TX 4930 North St,benjamin.fredrickson@edwardjones.com,,Salesforce
11079161,Inactive Investor,Michael Carter,,LPL Financial LLC Forked River NJ 841 Ensign Dr,michael.carter@lpl.com,,Salesforce
11260702,Inactive Investor,James Carroll,Investment Advisor,PNC Investments Hampstead MD 2325 Hanover Pike,,,Salesforce
9625914,,Michael Spigel,,,mpifolsom@comcast.net,,List import
11043912,Inactive Investor,Douglas Cooper,,Cetera Investment Services LLC Houston TX 3200 Kirby Dr,,,Salesforce
10768003,Inactive Investor,Dean Radice,,"Wells Fargo Clearing Services, LLC Greenwich CT 220 Glenville Rd",dean.radice@wellsfargoadvisors.com,,Salesforce
9580667,,Jordan Rhodes,,,jordan.k.rhodes@ms.com,,List import
9540923,,Carlos BKCoin Management LLC,,BKCoin Capital,carlos@bkcoincapital.com,,3rd Party Lead Gen
11123623,Inactive Investor,Malachi Conyers,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,malachi_conyers@vanguard.com,,Salesforce
10509732,,Peggy Cafferty,,,peggy@playhousestudios.ie,,Web Form Fillout
10869272,Inactive Investor,Oui Coulson,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,,,Salesforce
10840405,Inactive Investor,Elizabeth Krebs,,Cetera Financial Specialists LLC Chicago IL 4809 N Ravenswood Ave,elizabeth.krebs@ceterafs.com,,Salesforce
11145087,Inactive Investor,William Coffey,Financial Advisor;Senior Vice President,Morgan Stanley Durango CO 940 Main Ave,bill.coffey@morganstanley.com,,Salesforce
11054527,Inactive Investor,Thomas Lionetti,,Fidelity Brokerage Services LLC,,,Salesforce
10841556,Inactive Investor,David Cochran,,"Kestra Investment Services, LLC Midlothian VA 1173 Jefferson Green Cir",,,Salesforce
7207623,,Robin white,,,robinwhite50@gmail.com,07441427008,Web form fillout
10768086,Inactive Investor,David Burns,Financial Advisor,Edward Jones Farmington UT 824 Shepard Ln,david.burns@edwardjones.com,,Salesforce
235757,, -,,[[Unknown]],alxander1575@gmail.com,,Organic Search
10807021,Inactive Investor,Bruce Schilling,,Commonwealth Financial Network Maitland FL 2450 Maitland Center Pkwy,bschilling@commonwealth.com,,Salesforce
11171183,Inactive Investor,Malinda Choate,,"Bankers Life Securities, Inc. Ann Arbor MI 2411 Oak Valley Dr",malinda.choate@bankerslife.com,,Salesforce
11109239,Inactive Investor,John Gerard,Financial Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",john.gerard@ampf.com,,Salesforce
9619258,,Ben Yates,,,ygs1481@icloud.com,,List import
9602574,,Eric Miller,,,rem007@reagan.com,,List import
9560704,,Alex Trostorff,,,aptrosto@gmail.com,,List import
10800078,Inactive Investor,John Abood,,Investment Management & Planning LLC,john.abood@imandp.com,,Salesforce
373762,,James Carpenter,,[Unknown],jameswcarpenter@gmail.com,,source
10936980,Inactive Investor,Lindsey Hanley,Investment Advisor Representative,"Osaic Wealth, Inc. San Rafael CA Private Residence",,,Salesforce
11076522,Inactive Investor,Peter Van Beek,Wealth Advisor,"McGlone Suttner Wealth Management, Inc.",peter@mcglonesuttner.com,,Salesforce
11207909,Inactive Investor,Reed Hendricks,Consulting Group Analyst,Morgan Stanley Houston TX 2800 Post Oak Blvd,doug.hendricks@morganstanley.com,,Salesforce
11142909,Inactive Investor,Matthew Mowles,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",matthew.mowles@ml.com,,Salesforce
9572842,,Richard Moore,,,richard.moore@transamerica.com,,List import
9588862,,Stephen Connolly,,,stephenianconnolly@hotmail.com,,List import
10895879,Inactive Investor,Christine Kane,,"Prudential Annuities Distributors, Inc",christine.kane@prudential.com,,Salesforce
10959487,Inactive Investor,Alexander Kaiser,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10967455,Inactive Investor,Ignacio Puente,,"Allstate Financial Services, LLC McAllen TX 4210 N 23rd St",ignaciopuente@allstate.com,,Salesforce
10804020,Inactive Investor,Edward Burjek,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",edward_burjek@ml.com,,Salesforce
338951,,Matthew Rothstein,Associate,"Cortec Group Management Services, Llc",mrothstein@cortecgroup.com,212-370-5600,Manual List Upload
10983111,Inactive Investor,Matthew Wilkow,Financial Professional,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",mwilkow@financialguide.com,,Salesforce
9631147,,Marcoantonio Rodriguez,,,marcorodriguez1028@gmail.com,,List import
342852,, -,,[[Unknown]],jeremiah@camroden.com,,
127822,,Bryce Baker,,Brighton Jones Llc,bryce@brightonjones.com,(206) 258-5013,
10978938,Inactive Investor,Bethany Swafford,,"FBL Marketing Services, LLC Belleville KS 1323 18th St",bethany.swafford@fbfs.com,,Salesforce
10959709,Inactive Investor,Giuseppe Lobello,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,,,Salesforce
10782845,Inactive Investor,Joshua Dickerson,,Fidelity Brokerage Services LLC San Francisco CA 44 Montgomery St,joshua.dickerson@fidelity.com,,Salesforce
11146473,Inactive Investor,Andrew Rabas,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,andrew_rabas@glic.com,,Salesforce
11177633,Inactive Investor,Kevin Wolfe,Financial Advisor,Edward Jones Rapid City SD 211 Founders Park Dr,kevin.wolfe@edwardjones.com,,Salesforce
10815681,Inactive Investor,Maria Smith,Chief Compliance Officer;Chief Executive Officer,Smith Affiliated Capital Corp.,,,Salesforce
339747,,Marcio Cabrera,Managing Partner,"Mbf Healthcare Management Ii, Llc",mcabrera@mbfhp.com,305-476-5161,Manual List Upload
226563,, -,,[[Unknown]],marcell.marini@libero.it,,Initial Salesforce Import
10616206,,Daniel Holohan,,,daniel.holohan@edwardjones.com,,List Import
11162193,Inactive Investor,Hakan Uludag,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",hakan.uludag@ml.com,,Salesforce
10943173,Inactive Investor,Brian Musard,,Fidelity Brokerage Services LLC,,,Salesforce
11168289,Inactive Investor,Phillip Hansen,Investment Advisor Representative,PFS Investments Inc. Loveland CO 1401 S Taft Ave,phillip.hansen@primerica.com,,Salesforce
11086910,Inactive Investor,Jessica Burey,,Morgan Stanley Alpharetta GA 3 Edison Dr,jessica.burey@morganstanley.com,,Salesforce
10875615,Inactive Investor,Jessica Hymes,Associate Financial Advisor,Robert W. Baird & Co. Incorporated,jhymes@rwbaird.com,,Salesforce
10645254,,Matthew Wilson,,,matthew.d.wilson@jpmorgan.com,,List Import
11165882,Inactive Investor,William Sullivan,,LPL Financial LLC Lansdale PA 1110 N Broad St,,,Salesforce
9595097,,Michael Lesjak,,,mike@lesjakplanning.com,,List Import
10906682,Inactive Investor,Todd Snyder,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9627543,,John Private,,,johnqprivateusa-crypto@yahoo.com,,List import
11179396,Inactive Investor,Alfred Crake,,"Truist Investment Services, Inc. Port Saint Lucie FL 10585 S US Hwy 1",alfred.crake@truist.com,,Salesforce
10832414,Inactive Investor,Ian Mayhaus,Financial Advisor,Edward Jones Pittsburgh PA 2535 Washington Rd,ian.mayhaus@edwardjones.com,,Salesforce
223333,,Sanjeev Khurana,Principal,Stage Point Capital,sanjeev@stagepointcapital.com,,
151006,,Michael Canavan,,[Unknown],cav43@live.com.au,,
11210080,Inactive Investor,Sebastiano Fidilio,,Deutsche Bank Securities Inc.,sebastiano@deutschewealth.com,,Salesforce
9636673,,Filippo Cardini,,,fcardini@towerbrook.com,,List import
10861493,Inactive Investor,Herbert Miller,President,"DPM Wealth Management, Inc.",,,Salesforce
10940523,Inactive Investor,Jesse Schietz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10896948,Inactive Investor,Martin Lawson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Binghamton NY 122 State St",lawsonm@stifel.com,,Salesforce
11138899,Inactive Investor,Christopher Larkins,,"Farmers Financial Solutions, LLC Loveland CO 2030 Blue Mesa Ct",clarkins@farmersagent.com,,Salesforce
10942868,Inactive Investor,Jing Jin,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",j.jin@bofa.com,,Salesforce
10928717,Inactive Investor,John Keuten,,PFS Investments Inc. Lincoln NE 237 S 70th St,john.keuten@primerica.com,,Salesforce
10785830,Inactive Investor,Jarott Jaskolka,Financial Advisor,"Ameriprise Financial Services, LLC Leesville SC 418 E Railroad Ave",jarott.c.jaskolka@ampf.com,,Salesforce
10915626,Inactive Investor,Ryan Daus,Financial Advisor;Owner;President,"Daus Financial Group, LLC",,,Salesforce
11068326,Inactive Investor,Laura Powell,,J.P. Morgan Securities LLC Chicago IL 150 N Michigan Ave,laura.c.stevens@jpmorgan.com,,Salesforce
11049888,Inactive Investor,Vickie Lacroix,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC The Villages FL 2595 Burnsed Blvd",vickie.lacroix@wellsfargo.com,,Salesforce
10768166,Inactive Investor,Jolene Philpott,Financial Advisor,Edward Jones Salisbury NC 460 Jake Alexander Blvd W,jolene.philpott@edwardjones.com,,Salesforce
11197415,Inactive Investor,Matthew Lockrem,,"Farmers Financial Solutions, LLC Minneapolis MN 7671 Central Ave NE",mlockrem@farmersagent.com,,Salesforce
373613,,James Andre,,[Unknown],jandrestsurin@gmail.com,,source
78800,,Brian Otterstrom,,"Securities America Advisors, Inc.",brian.otterstrom@securitiesamerica.com,,
10791077,Inactive Investor,Ines Barrutia,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10858139,Inactive Investor,Emilio Gallardo,,PFS Investments Inc. Union NJ 1767 Morris Ave,emilio.gallardo@primerica.com,,Salesforce
332974,,Alan Cox,,Hillspring Financial,alan@hillspringfinancial.com,,
11177589,Inactive Investor,Callie Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",ctaylor32@ml.com,,Salesforce
9557712,,Luis Sepulveda,,,lsepulveda@nationalsecurities.com,,List import
210084,,Realto Shadow,,[Unknown],ideaspec1@gmail.com,,
5266,,Timothy -,,Mouton & Associates,timmouton99@yahoo.com,,Initial Salesforce Import
10911704,Inactive Investor,Michael Rovner,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",michael.rovner@tiaa.org,,Salesforce
9573492,,Barry Duong,,,barry.duong@citadel.com,,List import
10759410,Inactive Investor,Daniel Tynan,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,daniel.tynan@fidelity.com,,Salesforce
10830006,Inactive Investor,Charles Gay,Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",charles_gay@ml.com,,Salesforce
9644022,,Clay Allen,,,cma@allengooch.com,,List import
11143748,Inactive Investor,Nicolas Bogdanowicz,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",nicolasbogdanowicz@leumiusa.com,,Salesforce
10925855,Inactive Investor,Jason Welling,Financial Advisor,Morgan Stanley Baltimore MD 1201 Wills St,jason.welling@morganstanley.com,,Salesforce
11122853,Inactive Investor,Anthony Zanetti,Financial Advisor,LPL Financial LLC Portsmouth NH 875 Greenland Rd,anthony.zanetti@lpl.com,,Salesforce
10861376,Inactive Investor,James Marshall,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,jamesmarshall@statefarm.com,,Salesforce
10978741,Inactive Investor,Emily Kopp,Associate Wealth Manager,Badgley Phelps Wealth Managers,emilyk@badgley.com,,Salesforce
374198,,Jalen Watkins,,Ardea,jalenwatkins0@gmail.com,6308007055,Website
373837,,Brian Woolford,,[Unknown],woolfordb@gmail.com,,source
10882945,Inactive Investor,Ryan Walker,Principal;Regulatory Contact,Redbud Advisors,ryan@redbudadvisorsatx.com,,Salesforce
10928350,Inactive Investor,Robert Sheets,,"Cambridge Investment Research, Inc. Maryville TN 679 Morganton Square Dr",,,Salesforce
9580794,,Vicki Schapp,,,vicki.schapp@tfaconnect.com,,List import
11171406,Inactive Investor,Berkley Bryan,Client Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,bbryan@rockco.com,,Salesforce
10815411,Inactive Investor,Kathryn Thompson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",kathryn_thompson@ml.com,,Salesforce
10656108,,Harlin Noel,,,hnoel@levelfouradvisors.com,,List import
227230,, -,,[[Unknown]],skmorales.pe.ne7157@gmail.com,,Organic Search
11099554,Inactive Investor,Sherrie Grabot,Chief Executive Officer;Founder;Regulatory Contact,"Guided Choice Asset Management, Inc. San Diego CA 8910 University Center Ln",sgrabot@guidedchoice.com,,Salesforce
11040059,Inactive Investor,Tiffany Shifflette,Financial Advisor;Vice President,Morgan Stanley Seattle WA 601 Union St,tiffany.m.orr@morganstanley.com,,Salesforce
11205153,Inactive Investor,Mary Wallaker,,State Farm VP Management Corp. Madison AL 155 Chestnut Dr,mary.wallaker.do8l@statefarm.com,,Salesforce
11045569,Inactive Investor,Randy Howe,,"Osaic Wealth, Inc. Saint Louis MO Private Residence",,,Salesforce
10982320,Inactive Investor,Patrick Eghlidi,,"Calton & Associates, Inc. Newberg OR 2505 Portland Rd",patrick.eghlidi@calton.com,,Salesforce
10765157,Inactive Investor,William Meador,Managing Director - Wealth Management,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,scott.meador@ubs.com,,Salesforce
353230,,Scott Bisang,Partner,Joele Frank,sbisang@joelefrank.com,,Event
10964377,Inactive Investor,Karina Marquez,Broker Dealer Counselor,"Principal Securities, Inc. Bakersfield CA Private Residence",,,Salesforce
9640748,,gianluca favaro,,,gialufa@gmail.com,,List import
11211047,Inactive Investor,Joshua Cairns,,Thrivent Investment Management Inc. Bemidji MN 809 Paul Bunyan Dr S,joshua.cairns@thrivent.com,,Salesforce
9616328,,Terry Lehnen,,,n90w18554maryhill@aol.com,,List import
10962810,Inactive Investor,Derek Barsgard,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",,,Salesforce
11172078,Inactive Investor,Lourdes Ruelas,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,lourdes.ruelas@primerica.com,,Salesforce
10913426,Inactive Investor,Jeffrey Doeden,Financial Advisor,LPL Financial LLC East Peoria IL Private Residence,jeff.doeden@lpl.com,,Salesforce
10793171,Inactive Investor,Karyn Harris,Senior Client Associate,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",karyn.harris@wellsfargo.com,,Salesforce
11165279,Inactive Investor,Stephen Wise,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11123924,Inactive Investor,Elizabeth Sincere,,J.P. Morgan Securities LLC Miami FL 9640 NE 2nd Ave,elizabeth.sincere@chase.com,,Salesforce
11018690,Inactive Investor,Darnesha Lewis,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,,,Salesforce
10996170,Inactive Investor,Sam Rodgers,Investment Consultant,"Charles Schwab & Co., Inc. San Luis Obispo CA 733 Marsh St",,,Salesforce
9630828,,Rich Pomales,,,richpomales1987@gmail.com,,List import
10947190,Inactive Investor,Karthikeyan Radhakrishnan,Chief Compliance Officer;Chief Executive Officer;President,Titania Investments LLC,,,Salesforce
10931774,Inactive Investor,William Kenoyer,,"Osaic Wealth, Inc. Modesto CA 1022 14th St",,,Salesforce
10975740,Inactive Investor,Shannon Sanders,,LPL Financial LLC Noblesville IN 13225 Tegler Dr,shannon.sanders@lpl.com,,Salesforce
10797890,Inactive Investor,Jordan Gersch,Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,jordan.gersch@ubs.com,,Salesforce
10980979,Inactive Investor,Maggie Scally,Associate,Commonwealth Financial Network West Chester PA 228 W Gay St,mcolsher@commonwealth.com,,Salesforce
227965,, -,,[[Unknown]],mailtokpraj@gmail.com,,Organic Search
9629046,,Ralph Gollner,,,ralph.gollner@gmail.com,,List import
9635454,,Rob Sauermann,,,rsauermann@pcalp.com,,List import
11196417,Inactive Investor,Irene Meyers,,"Gateway Wealth Partners, LLC Hannibal MO 2929 Palmyra Rd",imeyers@mygfpartner.com,,Salesforce
9612569,,Ryan Lowery,,,rlowery@driehaus.com,,List import
10770896,Inactive Investor,Nyla Hagen,Financial Advisor,Edward Jones Waseca MN 104 22nd Ave NE,nyla.hagen@edwardjones.com,,Salesforce
173768,,John Chew,,[Unknown],aldridge56@aol.com,,
345879,,Thomas Palmer,Managing Member,"Claremont Capital Management, Llc",tpalmer@claremontcapital.com,602-222-2135,Manual List Upload
11195481,Inactive Investor,Patrick Schneeman,Senior Wealth Manager;Wealth Manager,"Boulay Financial Advisors, LLC",pschneeman@boulaygroup.com,,Salesforce
11076779,Inactive Investor,Suzanne Hammer,Chief Compliance Officer,Argent Capital Management LLC,shammer@argentcapital.com,,Salesforce
10888755,Inactive Investor,Bradley Lay,,Stonex Securities Inc. Franklin TN 354 Cool Springs Blvd,,,Salesforce
9566239,,sushant bhat,,,bhatsushant03@gmail.com,,List import
9540707,,Richard Merage,,,rmerage@migcap.com,,List Import
11168046,Inactive Investor,Tiffany Anderson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
232638,, -,,[Unknown],doralomcgee42@gmail.com,,
10867781,Inactive Investor,Jeffrey Borges,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,jeffrey.borges@fidelity.com,,Salesforce
11087036,Inactive Investor,Kenneth Tkatch,,Stonex Securities Inc. Youngstown OH 101 S Main St,,,Salesforce
10917339,Inactive Investor,James Goldslager,,"Osaic Wealth, Inc. West Palm Beach FL 2005 Vista Pkwy",,,Salesforce
9624948,,A Thomas Sabol,,,atsabol@yahoo.com,,List import
11138468,Inactive Investor,Kamyar Khadivi,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",kamyar.khadivi@prudential.com,,Salesforce
10936034,Inactive Investor,Scott Dozier,Private Client Advisor,J.P. Morgan Securities LLC Toledo OH 3301 Secor Rd,scott.t.dozier@jpmorgan.com,,Salesforce
10992592,Inactive Investor,Thomas Cannavo,,"Cambridge Investment Research, Inc. Buffalo NY 300 International Dr",,,Salesforce
11083472,Inactive Investor,Richard Green,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",richard.green@nm.com,,Salesforce
10987944,Inactive Investor,Erika Barrera,,"Allstate Financial Services, LLC San Antonio TX 84 NE Loop 410",,,Salesforce
11155783,Inactive Investor,Samuel Beall,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",hunter.beall@nm.com,,Salesforce
9575083,,Rolf McDaniel,,,rmcdaniel@massmutual.com,,List import
10754551,Inactive Investor,Daniel Head,,"Osaic Wealth, Inc. Knoxville TN 2280 Valley Vista Rd",,,Salesforce
11163827,Inactive Investor,Michael Dayan,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",mdayan@htk.com,,Salesforce
10806846,Inactive Investor,Duncan Mackay,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",keith.mackay@wellsfargoadvisors.com,,Salesforce
11110269,Inactive Investor,Zadoc Brown,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Kahului HI 33 Lono Ave",brownzc@stifel.com,,Salesforce
10921389,Inactive Investor,Sean Logue,,"Wells Fargo Advisors Financial Network, LLC Hanover PA 4 Center Sq",,,Salesforce
11116676,Inactive Investor,Randy Hulett,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11005345,Inactive Investor,Margaret Pickering,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,mlpickering@ft.newyorklife.com,,Salesforce
10883116,Inactive Investor,Guangnan Li,,Citigroup Global Markets Inc.,,,Salesforce
11004278,Inactive Investor,Alexandra Hilbert,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
10645972,,Hilary Neiman,,,neimanh@stifel.com,,List Import
9555162,,Jonathan Copeland,,,copeland.jonathan@principal.com,,
11089693,Inactive Investor,Ali Bastani,Managing Director,Seven Post Investment Office LP,ali.bastani@sevenpost.com,,Salesforce
9624591,,Kasun Samar,,,kasunsinvesting@gmail.com,,List import
10997835,Inactive Investor,Isaiah Symeonides,,J.P. Morgan Securities LLC Richmond VA 1302 E Cary St,isaiah.symeonides@jpmorgan.com,,Salesforce
11137191,Inactive Investor,Lukis Atkinson,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10658347,,Michelle Hall,,,mlemrise@farmersagent.com,,List Import
10596186,Inactive Investor,Joseph Chang,Certified Financial Professional,Joseph Chang,,,Salesforce
10825472,Inactive Investor,Christopher Jones,,LPL Financial LLC Conroe TX Private Residence,chrisl.jones@lpl.com,,Salesforce
11125211,Inactive Investor,Margaret Babicke,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
10893477,Inactive Investor,Nathan Robnett,,"Avantax Investment Services, Inc. San Marcos TX 401 Cheatham St",,,Salesforce
10935869,Inactive Investor,Elizabeth Flanagan-Deutsch,,Cetera Advisors LLC Suffern NY 4 Executive Blvd,,,Salesforce
10833634,Inactive Investor,Denise Edwards,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Springfield IL 3400 Hedley Rd",denise.edwards@benjaminfedwards.com,,Salesforce
11180939,Inactive Investor,Christie Smith,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",,,Salesforce
10510816,,Taylor Matthews,Founder,Farther Finance Advisors LLC,taylor@farther.com,,List import
10760478,Inactive Investor,James O'Connell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Long Grove IL Private Residence,james.oconnell@ubs.com,,Salesforce
9623168,,THOMAS MCCURDY,,,drew.mccurdy@sagetack.com,,List import
11122444,Inactive Investor,Vanessa Colburn,Financial Advisor,Edward Jones Lake Wales FL 2800 Ridge Way,vanessa.colburn@edwardjones.com,,Salesforce
11074896,Inactive Investor,Susan Mullin,Partner,"Nigido Mullin Investment Strategies, LLC",susan@nigidomullin.com,,Salesforce
9548673,,Wes Calloway,,,wcalloway63@gmail.com,,List import
10989362,Inactive Investor,Juan Barcenas,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
9549856,,Scott Thompson,,,scott@thompsonwealthadvisors.com,,List import
11129279,Inactive Investor,Jacob Messick,,"Ameritas Investment Company, LLC",jmessick@ameritas.com,,Salesforce
10779739,Inactive Investor,Suzanne Oman,,Morgan Stanley Kirkland WA 4000 Carillon Pt,suzanne.hooper@morganstanley.com,,Salesforce
9553349,,Wayne Weekes,,,higradeaudio@gmail.com,,List import
9556939,,Rishav Sharma,,,rishavsharma2739@gmail.com,,List import
10794435,Inactive Investor,Tami Olsen,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 121 SW Morrison St",,,Salesforce
335105,,Michael Braun,"EVP, COO, director","Moors & Cabot, Inc",mbraun@moorscabot.com,800-426-0501,Manual List Upload
11082381,Inactive Investor,Nathan Rogero,,Commonwealth Financial Network Jacksonville FL 7077 Bonneval Rd,nrogero@commonwealth.com,,Salesforce
11087735,Inactive Investor,Eugene Filippi,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,eugene_filippi@vanguard.com,,Salesforce
11164138,Inactive Investor,Zachary Wagner,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9598041,,Jean -,,,jeanbernhard@live.com,,List import
370847,,Jeffrey Voss,,United States,jeffrey.voss@gmail.com,,Salesforce
11200976,Inactive Investor,John Goddard,Director;Financial Planner;Partner;President;Regulatory Contact,"Pinney & Scofield, Inc.",john@pinneyandscofield.com,,Salesforce
10954983,Inactive Investor,Sean Zawodny,Associate,Edward Jones Bethesda MD 4550 Montgomery Ave,sean.zawodny@edwardjones.com,,Salesforce
11157789,Inactive Investor,Paul Berry,,"Osaic Wealth, Inc. Marietta GA 3535 Roswell Rd",pberry@royalaa.com,,Salesforce
10870921,Inactive Investor,Scott Christie,,Sowell Management Scottsdale AZ 18835 N Thompson Peak Pkwy,,,Salesforce
11210944,Inactive Investor,Mark Massey,,"Allstate Financial Services, LLC Conway AR 690 S Salem Rd",mmassey@allstate.com,,Salesforce
10836229,Inactive Investor,John Mensendiek,,Cetera Advisor Networks LLC Danville CA 318 Diablo Rd,john.mensendiek@ceterawealth.com,,Salesforce
10854538,Inactive Investor,Amy Castillo,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,amy.castillo@fidelity.com,,Salesforce
11169305,Inactive Investor,Mina Grau,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,mina.manolova@ubs.com,,Salesforce
10988636,Inactive Investor,Thao Nguyen,,J.P. Morgan Securities LLC Katy TX 9515 Spring Green Blvd,,,Salesforce
9548421,,Olujimi Oyenekan,,,oyenekanolujimione@gmail.com,,List import
9868908,,Brad Slowik,,,bslowik89@yahoo.com,,Web Form Fillout
11183386,Inactive Investor,Qing Rong Nicolay,Investment Advisor,"MML Investors Services, LLC New York NY 2 Mott St",qnicolay@financialguide.com,,Salesforce
10604343,,Dave Duvigneaud,Sr. Advisor - Investment Advisory Supervision,Raymond James,dave.duvigneaud@raymondjames.com,7275679370,List Import
11253947,Inactive Investor,Taylor Vasichek,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10842697,Inactive Investor,Jessica Bailey,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,jessica.bailey@ubs.com,,Salesforce
10939518,Inactive Investor,Robert Castellani,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,rcastellani@lincolninvestment.com,,Salesforce
9567142,,Avinoam Efraim,,,aefraim@massmutual.com,,List import
9613699,,Pan Porth,,,panorthodoxwest@gmail.com,,List import
10948801,Inactive Investor,Mary Ewen,,Cetera Investment Services LLC Baton Rouge LA 8550 United Plaza Blvd,mary.ewen@ceterainvestors.com,,Salesforce
11061126,Inactive Investor,Joseph Dunn,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",joseph_dunn@ml.com,,Salesforce
11206950,Inactive Investor,Daniel St Cyr,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11055537,Inactive Investor,Sharon Apol,Senior Client Associate,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",sharon.apol@wellsfargoadvisors.com,,Salesforce
10873056,Inactive Investor,Michael Flores,Financial Advisor,Edward Jones Lisle IL 3033 Ogden Ave,mike.flores@edwardjones.com,,Salesforce
10803442,Inactive Investor,Maria Gabriela Besselievre,Associate Vice President;Financial Services Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",maria.mendoza@raymondjames.com,,Salesforce
10767793,Inactive Investor,Bryan Fox,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",bryan_fox@ml.com,,Salesforce
9646253,,Tornam Dzakuma,,,tdzakuma@gmail.com,,List import
11075321,Inactive Investor,Zachary Cole,Financial Advisor Trainee,Edward Jones Kings Mountain NC 307 E King St,,,Salesforce
10837101,Inactive Investor,Lisa Workman,Financial Advisor,"Raymond James & Associates, Inc. Cary NC 175 Regency Woods Pl",lisa.l.workman@raymondjames.com,,Salesforce
11140306,Inactive Investor,William Hennessy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
222028,,Drew Freedman,,[Unknown],drew@lineagedigital.com,,
374334,,Xavier Felipe,Financial Advisor,XF Capital / American Portfolios,xfelipe@americanportfolios.com,,Salesforce
10606725,,Suhaila Palumbo,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",suhaila.amalanayagam@ml.com,212-418-2851,List Import
11182996,Inactive Investor,Catherine Cook,Sales Associate,"BOK Financial Securities, Inc. Plano TX 6105 W Park Blvd",,,Salesforce
10795806,Inactive Investor,Thomas Stamps,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,cstamps@rockco.com,,Salesforce
245378,,Brad Feldmar,Chief Revenue Officer,TE+A Marketing,brad.feldmar@trungaleegan.com,17733154440,Manual List Upload
10985081,Inactive Investor,Stephan Buker,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,stephan.buker@fmr.com,,Salesforce
11135372,Inactive Investor,David Richmond,Chairman;Co-Owner;President,"Richmond Brothers, Inc.",dave@richmondbrothers.com,,Salesforce
11236019,Inactive Investor,Noah Behrman,Chief Compliance Officer;Financial Advisor;Founder;Owner,Providence Capital,noah@providencefp.com,,Salesforce
10695931,,Catalina Cadavid,,BANCO BILBAO VIZCAYA AMERICA S L,catalina.cadavid@bbva.com,,List Import
10801130,Inactive Investor,Michael Hyatt,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,michael.hyatt@ubs.com,,Salesforce
11162085,Inactive Investor,Carl White,Financial Advisor,LPL Financial LLC Helena MT 1018 W Custer Ave,carl.white@lpl.com,,Salesforce
10933946,Inactive Investor,Dena Floyd,,"Farmers Financial Solutions, LLC Cushing OK 201 E Main St",dfloyd@farmersagent.com,,Salesforce
9645860,,Lloyd Levenberg,,,j24jags@yahoo.com,,List import
10579295,,Paul Martin,,,martinpaulnp435@gmail.com,,Web Form Fillout
9591387,,Ana Gil-Costa,,,agilcosta@me.com,,List import
10656547,,Christopher Oshewolo,,,coshewolo@nb.com,,List Import
10981835,Inactive Investor,Kathy Merritt,,"Osaic Wealth, Inc. Grayslake IL 888 E Belvidere Rd",,,Salesforce
10758844,Inactive Investor,Christian Bodner,,Goldman Sachs & Co. Boston MA 125 High St,christian.bodner@gs.com,,Salesforce
11035188,Inactive Investor,Ryan Collins,Financial Advisor,Edward Jones Amery WI 329 Keller Ave S,ryan.collins@edwardjones.com,,Salesforce
10952867,Inactive Investor,April Warner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11002241,Inactive Investor,Jenny Rulison-Fisch,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,jennyrulison-fisch@statefarm.com,,Salesforce
9547670,,Anant Mehta,,,anantmehta@financialguide.com,,List import
9610805,,DAVID FEINBLATT,,,davidf55@optonline.net,,List import
10873199,Inactive Investor,Ronald Barton,,"FBL Marketing Services, LLC Norwalk IA 9100 SW 9th St",ronald.barton@fblfinancial.com,,Salesforce
11126035,Inactive Investor,Chauncey Lewis,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",chauncey.lewis@tiaa.org,,Salesforce
10916727,Inactive Investor,Michael Simon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,michael.simon@fmr.com,,Salesforce
10489537,,Alan Tama,"Market Leader, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",al.tama@ml.com,,List Import
11097194,Inactive Investor,William Mills,,"Pinnacle Capital Securities, LLC",,,Salesforce
9564303,,Leonard Rowley,,,leonard.rowley@voyafa.com,,List import
10894382,Inactive Investor,Joseph Solan,Client Service Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,joseph.solan@ubs.com,,Salesforce
10782308,Inactive Investor,George Suchit,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,george.suchit@fidelity.com,,Salesforce
11254941,Inactive Investor,Finley Robinson,Financial Advisor,Prime Capital Financial Fayetteville AR 3790 N Bellafont Blvd,frobinson@pciawealth.com,,Salesforce
211308,,Leslie Katz,Partner,Clark Hill,lesliekatz@gmail.com,,Content
175733,,Zo‘ Baird,CEO & President,Markle Foundation,zbaird@markle.org, +1 212 713 7600,Database Upload
11197124,Inactive Investor,Diane Gaines,Director - Operations;Portfolio Administrator,"Petersen Hastings Wealth Advisors, Inc.",dianeg@petersenhastings.com,,Salesforce
9622716,,??? ?,,,mbkang@naver.com,,List import
9554369,,Frederick Cardinale,,,cardinalef@hdvest.com,,List import
10791488,Inactive Investor,Michael Schultz,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
11110789,Inactive Investor,Christopher Dibenedetto,,"Schlitt Investor Services, Inc.",chris@schlittservices.com,,Salesforce
11087992,Inactive Investor,Katherine Warnken,Financial Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",katherine.b.warnken@ampf.com,,Salesforce
342734,,David Danforth,Chief Operating Officer,Millstreet Capital Management Llc,ddanforth@millstreet.com,617-939-0030,Manual List Upload
10925831,Inactive Investor,Khristopher Stillman,Financial Advisor,Edward Jones Saint Louis MO 12412 Powerscourt Dr,khris.stillman@edwardjones.com,,Salesforce
228811,, -,,[[Unknown]],vegas3843@yahoo.com,,Content
190382,,Victor DiBattista,,VMD Law Group,vdb@vmdlegal.com,,
9546312,,Nick Van Wunnik,,,nvanwunnik@hotmail.com,,List import
9610296,,Paul Donnelly,,,strikerburns@gmail.com,,List import
11073471,Inactive Investor,Dana Hooten,Senior Registered Associate,Morgan Stanley Ormond Beach FL 285 Clyde Morris Blvd,dana.m.hooten@morganstanley.com,,Salesforce
10990919,Inactive Investor,Erin Schipper,Field Risk Manager,Thrivent Investment Management Inc.,erin.schipper@thrivent.com,,Salesforce
11081231,Inactive Investor,Lillian Johnston,,UBS Financial Services Inc. Hartford CT 1 State St,,,Salesforce
11094784,Inactive Investor,Alexandros Eliopoulos,Chief Compliance Officer,Ithaka Strategic Partners,,,Salesforce
10606367,,James Hunt,Portfolio Manager,Tocqueville Asset Management LP,jhunt@tocqueville.com,212-698-0834,List Import
11210812,Inactive Investor,Jeremy Hallmark,Financial Advisor,Edward Jones Big Spring TX 421 S Main St,,,Salesforce
11217654,,Samantha Sylvester,,,samantha.sylvester@bofa.com,,List Import
239296,,[[Unknown]],,[Unknown],tom.bailey@hanetf.com,,
10768610,Inactive Investor,Jason Moehring,Wealth Advisor,Thrivent Investment Management Inc. Minneapolis MN 11990 Aberdeen St NE,jason.moehring@thrivent.com,,Salesforce
9541043,,Bradley Rotolo,,,b.rotolo@fi.com,,List import
11035193,Inactive Investor,Scott Pierce,Financial Advisor,Edward Jones Prior Lake MN 16154 Main Ave SE,scott.pierce@edwardjones.com,,Salesforce
11110647,Inactive Investor,Darrin Halsey,,Kovack Securities Inc. Arcadia FL Private Residence,dhalsey@ksifa.com,,Salesforce
10612832,,John Blanos,Financial Advisor,,john.blanos@lpl.com,,List Import
349043,,Cynthia Wentworth,Managing Director,Curat Global Llc,cwentworth@curatglobal.com,603-369-7224,Manual List Upload
9581135,,Lina Kuang-Chan,,,l.kuang-chan@transamerica.com,,List import
10888887,Inactive Investor,Randall Morris,Senior Lead Advisor,OneAscent Wealth Management,heath.morris@oneascent.com,,Salesforce
10899528,Inactive Investor,Heraldo Mejia,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,heraldo.mejia@primerica.com,,Salesforce
9605915,,James Parillo,,,jparillo7@hotmail.com,,List import
9622102,,Brenton Purslowe,,,brenton.purslowe@torchpartners.com,,List import
343106,,Jago Westmacott,Partner,Fulcrum Asset Management Llp,jago.westmacott@fulcrumasset.com,442-070-166450,Manual List Upload
10879736,Inactive Investor,Christopher Bowland,Financial Advisor,Edward Jones Englewood CO 6465 Greenwood Plaza Blvd,chris.bowland@edwardjones.com,,Salesforce
11006391,Inactive Investor,Margaret Mclaughlin,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11094239,Inactive Investor,Jacob Schreder,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,jacobschreder@statefarm.com,,Salesforce
10948756,Inactive Investor,Zachary Laws,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 10830 Preston Rd",zachary.laws@ml.com,,Salesforce
1003556,Inactive Investor,Brian Lawrence,,Keiretsu Capital,brian@keiretsucapital.com,,3rd Party Lead Gen
11102846,Inactive Investor,Kiersten Mcbain,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",kiersten.mcbain@nm.com,,Salesforce
10924870,Inactive Investor,Thomas Heath,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",thomas.heath@raymondjames.com,,Salesforce
11050479,Inactive Investor,Veronica Stupia,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
9600794,,Paul Gallo,,,paul.joseph.gallo@gmail.com,,List import
340214,,Michael Fetterolf,,Wealth Enhancement Group,mfetterolf@wealthenhancement.com,(412) 288-9150,Database Upload
10805289,Inactive Investor,Diane Corpus,,"Wells Fargo Clearing Services, LLC Jacksonville FL 9580 Regency Square Blvd",dianecaryl.c.apacible@wellsfargo.com,,Salesforce
10862139,Inactive Investor,Summer Verdugo,,UBS Financial Services Inc. Denver CO 205 Detroit St,summer.verdugo@ubs.com,,Salesforce
10881762,Inactive Investor,Dawn Fultz,Financial Advisor,Edward Jones Dyer IN 3356 Sheffield Ave,dawn.fultz@edwardjones.com,,Salesforce
10799109,Inactive Investor,Staci Smith Lantagne,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Johnsbury VT 1197 Main St",smithsd@stifel.com,,Salesforce
11134213,Inactive Investor,Stephen Wronski,Managing Director,Morgan Stanley New York NY 1585 Broadway,stephen.wronski@morganstanley.com,,Salesforce
10794253,Inactive Investor,Andrew Mierisch,Financial Advisor,Edward Jones Niles IL 8204 W Oakton St,andrew.mierisch@edwardjones.com,,Salesforce
11022892,Inactive Investor,Alina Apodaca-Lopez,,J.P. Morgan Securities LLC San Pablo CA 3110 Hilltop Mall Rd,alina.apodaca-lopez@jpmorgan.com,,Salesforce
840,,,,,poirielta@bluewin.ch,,
11015565,Inactive Investor,Alejandra Hernandez,,LPL Financial LLC Pasadena CA 225 S Lake Ave,alejandra.hernandez@lpl.com,,Salesforce
10771494,Inactive Investor,Patricia Chorn,Practice Manager;Registered Client Service Associate,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",patricia.chorn@ampf.com,,Salesforce
11151871,Inactive Investor,Sean Maleady,,Goldman Sachs & Co.,,,Salesforce
231213,, -,,[Unknown],jasontay839@gmail.com,,
11261124,Inactive Investor,Dexter Blackwell,Partner;Senior Wealth Manager,Eton Advisors,dexter.blackwell@etonadvisors.com,,Salesforce
11029549,Inactive Investor,Jamie Salmon,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",jamie.pettit@nm.com,,Salesforce
9542764,,Brian Arroyo,,,brian.arroyo85@gmail.com,,List import
11097625,Inactive Investor,Austin Fey,Wealth Manager,"Marotta Wealth Management, Inc.",,,Salesforce
10936100,Inactive Investor,Ryan Owen,,J.P. Morgan Securities LLC Columbus OH 5055 N Hamilton Rd,ryan.w.owen@jpmorgan.com,,Salesforce
10845961,Inactive Investor,Sandra Ehrhardt,,PFS Investments Inc. Carnegie PA 102 Broadway St,sandra.ehrhardt@primerica.com,,Salesforce
220898,,George Hale,,[Unknown],ghale@woodhillhomes.net,,Direct
10752484,Inactive Investor,Benjamin Dimaio,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,benjamin.dimaio@fmr.com,,Salesforce
11035813,Inactive Investor,Mark Schechter,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mark.schechter@jpmorgan.com,,Salesforce
11060511,Inactive Investor,Frank Leonard,Financial Advisor,Edward Jones Tupelo MS 106 E Main St,hank.leonard@edwardjones.com,,Salesforce
10798642,Inactive Investor,Roderick Kennedy,,"Truist Investment Services, Inc.",roderick.kennedy@truist.com,,Salesforce
11049487,Inactive Investor,Leanda Powell,,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",leanda.obrien@wellsfargoadvisors.com,,Salesforce
9579797,,Anthony Civitello,,,anthony.civitello@ellisinvestmentpartners.com,,List import
11197526,Inactive Investor,Kaipo Masicampo,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kaipo.masicampo@schwab.com,,Salesforce
10836657,Inactive Investor,Susan Sadler Woelper,Team Administrator,UBS Financial Services Inc. Cockeysville MD 307 International Cir,susan.sadler@ubs.com,,Salesforce
11208709,Inactive Investor,Isayra Rodriguez,,J.P. Morgan Securities LLC Hialeah FL 380 E 4th Ave,isayra.rodriguez@chase.com,,Salesforce
231362,, -,,[[Unknown]],gaetano.zambetta22@gmail.com,,Paid Social
11224674,,Jeffrey Lees,,,jeff.lees@jhuapl.edu,,Web Form Fillout
10988149,Inactive Investor,Nwan Marc,,Key Investment Services LLC Poughkeepsie NY 55 Burnett Blvd,nwan.marc@key.com,,Salesforce
11087491,Inactive Investor,Alyse Packer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,alyse.packer@fidelity.com,,Salesforce
10970192,Inactive Investor,Paige Ricci,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11055506,Inactive Investor,Jose Gonzalez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
343058,,Tiffany Yuan,Associate,"Palladium Equity Partners Advisor, Llc",tyuan@palladiumequity.com,212-218-5150,Manual List Upload
10863443,Inactive Investor,Nathaniel Volkema,Financial Advisor,"Osaic Wealth, Inc. Holland MI 44 E 8th St",,,Salesforce
10955760,Inactive Investor,Lindsey Clark,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11051354,Inactive Investor,Ashesh Shah,Financial Advisor,PNC Investments Collingswood NJ 862 Haddon Ave,ashesh.shah@pnc.com,,Salesforce
10867115,Inactive Investor,Amy Moman,,"American Fidelity Securities, Inc.",amy.sims@af-group.com,,Salesforce
10644442,,Mark Sindowski,,,msindowski@brileywealth.com,,List Import
215317,,Mark Moreland,,[Unknown],markm@teaminvest.com.au,,
11053246,Inactive Investor,Ronald Andre,,State Farm VP Management Corp. Livermore CA 1643 1st St,ron.andre-jr.jvoo@statefarm.com,,Salesforce
10992839,Inactive Investor,Kyle Connelly,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
11015879,Inactive Investor,Brandon Smoot,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,brandon.smoot@ubs.com,,Salesforce
11008290,Inactive Investor,James Tanksley,,"The Leaders Group, Inc.",,,Salesforce
11136676,Inactive Investor,Elliott Dutro,Financial Advisor;Vice President,Morgan Stanley Chico CA 555 Main St,elliott.dutro@morganstanley.com,,Salesforce
11189632,Inactive Investor,Charles Wood,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Fairhope AL 101 Lottie Ln",chuck.wood@raymondjames.com,,Salesforce
10770192,Inactive Investor,Christopher Figuccio,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,christopher.x.figuccio@jpmorgan.com,,Salesforce
10904512,Inactive Investor,Zachary Bond-Stefo,Private Wealth Advisor;Vice President,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,zbond-stefo@rockco.com,,Salesforce
10787148,Inactive Investor,Jacob Metcalf,,Goldman Sachs & Co.,jacob.metcalf@gs.com,,Salesforce
10910277,Inactive Investor,Jared Weiss,,"Osaic Wealth, Inc. Bala Cynwyd PA Private Residence",jared@weissgroupfinancial.com,215-413-0436,Salesforce
11107535,Inactive Investor,Corey Lashells,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Anchor Financial,corey@anchorfinancialllc.com,,Salesforce
10943334,Inactive Investor,Amy Cook,Financial Advisor,LPL Financial LLC San Mateo CA 1700 S El Camino Real,amy.cook@lpl.com,,Salesforce
223439,,Daniel Shi,Partner,23seed,djshi@23seed.com,,Manual List Upload
11048620,Inactive Investor,Katrina Pulsifer,,PFS Investments Inc. Largo FL 7500 Ulmerton Rd,katrina.pulsifer@primerica.com,,Salesforce
214603,,Yaqun Wei Wei,,[Unknown],acadia858@gmail.com,,
232646,, -,,[Unknown],jsannicandro@me.com,,
10884584,Inactive Investor,Marie Wurtel,,Cetera Financial Specialists LLC Kildeer IL Private Residence,marie.wurtel@ceterafs.com,,Salesforce
11069323,Inactive Investor,John Cox,Chief Compliance Officer;President,"Cox Financial Group, Ltd.",,,Salesforce
11082836,Inactive Investor,Robert Sottile,,"Bankers Life Securities, Inc. Warwick RI 475 Kilvert St",robert.sottile@bankerslife.com,,Salesforce
10487201,,Raj Kalyandurg,"Managing Director, Private Wealth Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",raj_kalyandurg@ml.com,,List Import
10913387,Inactive Investor,Charles Weeks,Chief Compliance Officer;President;Secretary;Treasurer;Vice President,"Weeks Financial Services, LLC",,,Salesforce
11151524,Inactive Investor,Hector Marcia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
128094,,Theodore Swenson,,"Cwm, Llc",tswenson@carsoninstitutional.com,,
10921468,Inactive Investor,Michael Cordero,Financial Professional;Senior Regional Leader,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,mcordero@primerica.com,,Salesforce
10943404,Inactive Investor,Sean O'Sullivan,,"Wells Fargo Advisors Financial Network, LLC Barnegat NJ 770 Lighthouse Dr",sean.osullivan@wellsfargo.com,,Salesforce
10870722,Inactive Investor,Eric Callahan,Financial Consultant,"Equitable Advisors, LLC Lederach PA 503 Salfordville Rd",eric.callahan@equitable.com,,Salesforce
11135299,Inactive Investor,Timothy Dreiling,Chief Investment Officer;Founding Partner;Regulatory Contact,PostRock Partners LLC,,,Salesforce
11119831,Inactive Investor,William Crouch,,"Equitable Advisors, LLC Manassas VA 9274 Corporate Cir",william.crouch@equitable.com,,Salesforce
11189237,Inactive Investor,Bennet Baker,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 2514 Superior Dr NW",bennet.baker@ampf.com,,Salesforce
10861270,Inactive Investor,Kathlyn Peek,,Arvest Wealth Management Rogers AR 5201 Village Pkwy,kpeek@arvest.com,,Salesforce
10866669,Inactive Investor,John Hagberg,Senior Vice President,Commonwealth Financial Network,jhagberg@commonwealth.com,,Salesforce
11232789,Inactive Investor,Jonathan Arntz,,"Signature Estate Securities, Inc.",,,Salesforce
11039834,Inactive Investor,Gregory Cahill,,"ValMark Securities, Inc. Orlando FL 801 N Orange Ave",,,Salesforce
10929537,Inactive Investor,Ali Hasta,,"Wells Fargo Clearing Services, LLC Santa Clara CA 2792 Homestead Rd",aliakbar.hasta@wellsfargo.com,,Salesforce
11039868,Inactive Investor,Janis Dunworth,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jdunworth@financialguide.com,,Salesforce
9565003,,Michael Jones,,,mjones240@bloomberg.net,,List import
9637364,,Hasibur rahman,,,hhasib98@emil.com,,List import
10918612,Inactive Investor,John Amos,Chief Compliance Officer;President,McClelland Wesley Wealth Management,,,Salesforce
10819504,Inactive Investor,Tracy Willis,,Edward Jones,tracy.barton@edwardjones.com,,Salesforce
10863706,Inactive Investor,Michael Tyler,Chief Compliance Officer;Managing Member,"Family Financial Solutions Group, LLC",,,Salesforce
10796288,Inactive Investor,Michael Hatch,Executive Director;Private Wealth Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,michael.hatch@morganstanleypwm.com,,Salesforce
11155786,Inactive Investor,Mark Scarlett,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",mark.scarlett@nm.com,,Salesforce
11203948,Inactive Investor,Bradley Ledbetter,,"Northwestern Mutual Investment Services, LLC Tyler TX 2326 Dueling Oaks Dr",brad.ledbetter@nm.com,,Salesforce
9622381,,jiawei zhu,,,jiawei.zhu@pinpointfund.com,,List import
10765287,Inactive Investor,Travis Wade,Senior Vice President - Investments,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",travis.wade@synovus.com,,Salesforce
9582669,,Caesar Morales,,,caesar.morales@usaa.com,,List import
11193500,Inactive Investor,Joseph Waldvogel,,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,,,Salesforce
11090323,Inactive Investor,Joseph Drake,,Vanguard Marketing Corporation,joseph_drake@vanguard.com,,Salesforce
231086,, -,,[[Unknown]],dou.tang@gmail.com,,
11003684,Inactive Investor,Brian Kot,,Cetera Financial Specialists LLC Villa Park IL 1901 S Meyers Rd,,,Salesforce
11053600,Inactive Investor,Kaitlyn Nye,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",kaitlyn.cody@nm.com,,Salesforce
9577248,,Kunal Puri,,,kunalpuri@hotmail.com,,List import
10942145,Inactive Investor,Zenia Delgado,Chief Compliance Officer;Chief Operating Officer;Regulatory Contact,"Galliott Capital Advisors, LLC",zenia.delgado@galliott.com,,Salesforce
226973,, -,,[Unknown],ariasjuan896@gmail.com,,Paid Search
9592088,,Justin Tippins,,,justinroytippins@gmail.com,,List import
10842527,Inactive Investor,Justin Cook,,"Wells Fargo Clearing Services, LLC Monsey NY 154 Rte 59",,,Salesforce
9596302,,Mark Choate,,,mark@malagacovecapital.com,,List import
10871178,Inactive Investor,Eileen Brunken,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Madison WI 525 Junction Rd",eileen.brunken@tiaa.org,,Salesforce
9644333,,Ilias Bekiros,,,ibekiros@cpw.vionet.gr,,List import
10853977,Inactive Investor,Richard Hunter,,Trinity Asset Management Co.,,,Salesforce
10864509,Inactive Investor,Daniel Colvis,Financial Advisor,LPL Financial LLC Chester IL 1201 Swanwick St,daniel.colvis@lpl.com,,Salesforce
10782329,Inactive Investor,Sherry Eastman,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,sherry.eastman@fidelity.com,,Salesforce
10854311,Inactive Investor,Gary Fortier,Chief Compliance Officer;Secretary,"Keystone Financial Group, Inc.",gfortier@keystonefg.com,,Salesforce
11113711,Inactive Investor,Jeana McFarland,,"Farmers Financial Solutions, LLC Simi Valley CA 1735 E Los Angeles Ave",jmcfarland@farmersagent.com,,Salesforce
10985558,Inactive Investor,Steven Jones,,Cetera Investment Services LLC Williamsport PA 90 Maynard St,,,Salesforce
9565159,,Don Miller,,,miller4don@gmail.com,,List import
11079110,Inactive Investor,Syed Irfan,,Goldman Sachs & Co.,syed.irfan@gs.com,,Salesforce
10890600,Inactive Investor,Marlene Mcmurray,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",marlene.mcmurray@ml.com,,Salesforce
11023062,Inactive Investor,Patricia Schneider,,NYLIFE Securities LLC Riviera Beach FL Private Residence,plschneider@ft.newyorklife.com,,Salesforce
11188352,Inactive Investor,William Difani,Financial Planner,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",william.difani@prudential.com,,Salesforce
11166867,Inactive Investor,Michael Watson,Financial Advisor,Edward Jones Titusville PA 202 W Spring St,mike.watson@edwardjones.com,,Salesforce
10863579,Inactive Investor,Susan Orange,Senior Client Service Associate,"Raymond James & Associates, Inc. Williamsburg VA Private Residence",susan.orange@raymondjames.com,,Salesforce
10616599,,William Flowers,,,william.flowers@lpl.com,,List Import
10766761,Inactive Investor,Stephen Lafata,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,stephen.lafata@ubs.com,,Salesforce
9541903,,Arturo Colon,,,arturo@kovacksecurities.com,,List import
11020986,Inactive Investor,Matthew Jones,,"Sanford C. Bernstein & Co., LLC Cleveland OH 127 Public Sq",,,Salesforce
9632279,,Nina Mitchell,,,nmitchell@thecolonygroup.com,,List import
11170922,Inactive Investor,Theodore Wharton,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,theodore.wharton@jpmorgan.com,,Salesforce
10901010,Inactive Investor,Byrce Sagers,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
11059765,Inactive Investor,James Reser,,"Farmers Financial Solutions, LLC Austin TX 1250 S Capital of Texas Hwy",jreser@farmersagent.com,,Salesforce
10781403,Inactive Investor,Carla Chen,Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,carla.chen@ubs.com,,Salesforce
11043430,Inactive Investor,William Allen,Member;Wealth Advisor,"Red Door Wealth Management, LLC",daniel@reddoorwealth.com,,Salesforce
10775972,Inactive Investor,Mikki Kline,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",mikki.kline@wellsfargoadvisors.com,,Salesforce
10821502,Inactive Investor,Brenda Carver,,"Wells Fargo Clearing Services, LLC Rogers AR 2520 Pinnacle Hills Pkwy",brenda.carver@wfadvisors.com,,Salesforce
11141669,Inactive Investor,Abel Diaz,,PFS Investments Inc. Phoenix AZ 10000 N 31st Ave,abel.diaz@primerica.com,,Salesforce
9566687,,Michael Russin,,,therussianbear@outlook.com,,List import
9558402,,Sachin Trivedi,,,sach.trivedi@suntrust.com,,List import
11202190,Inactive Investor,Kathleen Logan,Founder;Owner,Logan Financial Planning LLC Miramar Beach FL 98 W Palm Beach Ct,kathleen@loganfinancialplanning.com,,Salesforce
10782040,Inactive Investor,Genie Zeigler,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",genie_zeigler@ml.com,,Salesforce
11089533,Inactive Investor,Ashley Vargas,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
235753,, -,,[[Unknown]],mariorubino@gmail.com,,Paid Social
11165918,Inactive Investor,Justin Guess,,"Osaic Wealth, Inc. Weatherford TX 3115 Fort Worth Hwy",,,Salesforce
10916594,Inactive Investor,Syed Farooq,,Forefront,,,Salesforce
9576831,,Cory King,,,cking@sagepointadvisor.com,,List import
10795262,Inactive Investor,James Easley,Financial Advisor;Regional Leader,Edward Jones Overland Park KS 7400 College Blvd,jim.easley@edwardjones.com,,Salesforce
11261212,Inactive Investor,Alec Capel,Financial Advisor,"Strategic Financial Concepts, LLC Texarkana TX 4203 Richmond Pl",acapel@sfcria.com,,Salesforce
10997093,Inactive Investor,Brandon Baxter,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10510708,,Stephen Dunn,Mr.,RBC Dominion Securities Inc.,stephen.dunn@rbc.com,,List Import
10798301,Inactive Investor,John Bargmann,Branch Manager;Investment Advisor Representative,The Pacific Center For Financial Services,bradb@pcfsonline.com,,Salesforce
11068144,Inactive Investor,James Clark,,Edward Jones Maumelle AR 1800 Club Manor Dr,mike.clark@edwardjones.com,,Salesforce
11235034,Inactive Investor,Jill Pivato,Wealth Manager,Creative Planning Acworth GA Private Residence,jill.pivato@creativeplanning.com,,Salesforce
223713,,Brian McKeown,Senior Wealth Manager,Russell Capital,bm@russcap.com,,product
10957661,Inactive Investor,Connor Guiheen,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9602379,,Charles Dulaney,,,cmdsr@protonmail.com,,List import
11098144,Inactive Investor,Lisa Heath,,"Cambridge Investment Research, Inc. Lafayette LA 935 Camellia Blvd",,,Salesforce
9628204,,Ahmad Shadid,,,shadid@antbit.io,,List import
10909798,Inactive Investor,James Arnold,,LifeMark Securities Corp. Lynchburg VA 2511 Memorial Ave,jarnold@lifemark.com,,Salesforce
348809,,Christopher Wilde,"Senior Vice President, Family Office Services","Glass Wealth Management Co., Llc",cwilde@gwm-sa.com,210-930-5141,Manual List Upload
10824817,Inactive Investor,John Maguire,Investment Advisor;Managing Partner,"Maguire Asset Management, LLC Hinsdale IL 15 Spinning Wheel Rd",,,Salesforce
10770640,Inactive Investor,Daniel Peters,Financial Advisor,"Wells Fargo Clearing Services, LLC Lansdale PA 1758 Allentown Rd",daniel.j.peters@wellsfargo.com,,Salesforce
10967537,Inactive Investor,Nancy Chapin,Financial Advisor,Edward Jones Jerome ID 314 W Nez Perce,nancy.chapin@edwardjones.com,,Salesforce
10964382,Inactive Investor,Darin Gilb,,"Ameritas Investment Company, LLC Oroville CA 2051 Mitchell Ave",darin.gilb@ameritas.com,,Salesforce
11032596,Inactive Investor,Justin Feldman,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",justin.feldman@nm.com,(518) 785-4141,Salesforce
11171468,Inactive Investor,Chelsea Botta,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",chelsea.m.botta@ml.com,,Salesforce
9595052,,Juan Soemarno,,,jsoemarno@gmail.com,,List import
11149962,Inactive Investor,Robert Rhoades,Financial Advisor;Wealth Advisor,LPL Financial LLC Woodburn OR 1393 Meridian Dr,bob.rhoades@lpl.com,,Salesforce
11019016,Inactive Investor,William Grace,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_grace@vanguard.com,,Salesforce
10875928,Inactive Investor,Ivor Thomas,Financial Advisor,Edward Jones Scotts Valley CA 5619 Scotts Valley Dr,ivor.thomas@edwardjones.com,,Salesforce
10838694,Inactive Investor,Frank Caruso,,Cetera Advisor Networks LLC Myrtle Beach SC Private Residence,,,Salesforce
10825180,Inactive Investor,Christopher Doyle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",c_doyle@ml.com,,Salesforce
10611661,,Andrea Frezza,Financial Advisor,,andrea.frezza@wellsfargoadvisors.com,,List Import
9597925,,Robert Pragnell,,,robert.pragnell@lpl.com,,List import
10925649,Inactive Investor,Daniel Niati,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11116181,Inactive Investor,Frank Hajzer,,Fidelity Brokerage Services LLC,,,Salesforce
10955456,Inactive Investor,Rachel Chamberlain,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11260408,Inactive Investor,Reiner Heydemann,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10996383,Inactive Investor,Rosie Zuluaga,,J.P. Morgan Securities LLC Pawtucket RI 814 Newport Ave,rosie.zuluaga@jpmorgan.com,,Salesforce
9602755,,Inderjit Samra,,,isamra@metlife.com,,List import
10788925,Inactive Investor,Edwin Bergen,Senior Client Relationship Associate,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",ed.bergen@alex-brown.com,,Salesforce
11158868,Inactive Investor,Irene Liu,Financial Advisor;International Client Advisor;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,irene.liu@morganstanley.com,,Salesforce
11201851,Inactive Investor,Peter Hess,,Lazard Asset Management Securities LLC,peter.hess@lazard.com,,Salesforce
11199843,Inactive Investor,Kevin Cosentino,Financial Professional,"Equitable Advisors, LLC Brookfield WI 325 N Corporate Dr",kevin.cosentino@equitable.com,,Salesforce
11180867,Inactive Investor,David Rocke,,"David Lerner Associates, Inc. Lawrence Township NJ 134 Franklin Corner Rd",,,Salesforce
10864003,Inactive Investor,Robert Macarthur,,"ValMark Securities, Inc. Providence RI 340 Broadway",,,Salesforce
10659891,,Mayra Hernandez,,,hernandez.mayraloreli@primerica.com,,List Import
9545132,,Imelda Hernandez,,,ihernandez@tigo.com.gt,,List import
10834013,Inactive Investor,Melanie Moxley,Member;Portfolio Manager,"St. Johns Investment Management Company, LLC Jacksonville FL 7915 Baymeadows Way",melanie@stjohnsinv.com,,Salesforce
11045040,Inactive Investor,Stavros Megas,,"Farmers Financial Solutions, LLC Groves TX 4541 Main Ave",,,Salesforce
11032600,Inactive Investor,Stefan Gollisz,Financial Advisor,"Flynn Zito Capital Management, LLC",,,Salesforce
11217843,,Kailee Davis,,,kailee.davis@ampf.com,,List Import
11022752,Inactive Investor,Ann Pellegrini,Financial Advisor,Edward Jones Clinton CT 239 E Main St,ann.pellegrini@edwardjones.com,,Salesforce
11141978,Inactive Investor,Brian Fay,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11038527,Inactive Investor,Gary Molenhouse,,Country Capital Management Company Manhattan IL 440 S State St,gary.molenhouse@countryfinancial.com,,Salesforce
11165643,Inactive Investor,Devashish Shah,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",bobbi.shah@wellsfargoadvisors.com,,Salesforce
374005,,Igor Ivanovic,,[Unknown],igor@iggysbread.com,,source
11207860,Inactive Investor,John Seeto,Registered Client Service Associate,Morgan Stanley Boston MA 28 State St,jack.seeto@morganstanley.com,,Salesforce
10810499,Inactive Investor,Steven Araneo,,"Osaic Wealth, Inc. Rockville Centre NY 41 Front St",,,Salesforce
11061628,Inactive Investor,Gevorg Timuryan,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
10985896,Inactive Investor,Troy Short,,Harrison Wealth Management,,,Salesforce
10927877,Inactive Investor,Susan Jiang,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,susan.wenjun.jiang@us.hsbc.com,,Salesforce
10891820,Inactive Investor,Christian Parfit,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,christian.parfit@jpmorgan.com,,Salesforce
9564573,,Denis Rusinovich,,,denisrusinovich@gmail.com,,List import
11117565,Inactive Investor,Arden Creson,,Citigroup Global Markets Inc.,,,Salesforce
11126889,Inactive Investor,Jaclyn Barker,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,nbarker@rwbaird.com,,Salesforce
9572677,,Jason Riesel,,,jason.riesel@laurioncap.com,,List import
10611642,,Mark Delgrego,Financial Advisor,,mdelgrego@barnumfg.com,,List Import
10772583,Inactive Investor,Barbara Gibbons,Registered Associate,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,barbara.gibbons@morganstanley.com,,Salesforce
10876714,Inactive Investor,Tatyana Thompson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tatyana.thompson@tiaa.org,,Salesforce
9620846,,lucas campbell,,,lucas@banklesshq.com,,List import
10895722,Inactive Investor,Thomas Marshall,,PFS Investments Inc. Palatka FL 924 S State Road 19,thomas.marshall@primerica.com,,Salesforce
9588798,,Kevin Crawford,,,kcrawford@johnsonbrunetti.com,,List import
10983160,Inactive Investor,Margaret Paddock,,LPL Financial LLC Scottsdale AZ 8800 N Gainey Center Dr,margaret.paddock@lpl.com,,Salesforce
11166087,Inactive Investor,Bryce Coryea,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168013,Inactive Investor,Weston Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9581052,,Mike Zabik,,,mzabik@redbirdcap.com,,List import
9598709,,R R,,,r@r.com,,List import
11228618,Inactive Investor,Tyler Hostetler,,J.P. Morgan Securities LLC,tyler.hostetler@jpmorgan.com,,Salesforce
9544019,,Paula Morgan,,,paulam@missionfed.com,,List import
11001249,Inactive Investor,Amanda Elizondo,,PFS Investments Inc. Eagle Pass TX 2149 Del Rio Blvd,aelizondo@primerica.com,,Salesforce
10812531,Inactive Investor,Jason Edmonds,Founding Partner;Member;Portfolio Manager;Regulatory Contact,"Edmonds Duncan Registered Investment Advisors, LLC",jason@edmondsduncan.com,,Salesforce
3555437,,Lillian Lee,,,bullshipemails@gmail.com,,Web Form Fillout
11137565,Inactive Investor,James Watkins,Bank Advisor;Wealth Advisor,LPL Financial LLC Rogers AR 3975 W New Hope Rd,,,Salesforce
11015660,Inactive Investor,Isaiah Johnson,Wealth Relationship Manager,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,,,Salesforce
10812980,Inactive Investor,Richard Hannah,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,richard.hannah@primerica.com,,Salesforce
8481006,,Imani Boggan,,Citigroup,imani.boggan@citi.com,(510) 861-1086,List Import
10772386,Inactive Investor,Terry Correll,,"Wells Fargo Advisors Financial Network, LLC Evansville IN 25 NW Riverside Dr",terry.correll@wellsfargoadvisors.com,,Salesforce
10839464,Inactive Investor,Spencer Larsen,Financial Advisor;Global Sports and Entertainment Associate Director;Senior Vice President,Morgan Stanley Billings MT 401 N 31st St,spencer.larsen@morganstanley.com,,Salesforce
11148298,Inactive Investor,Sheila Mccoy,,NYLIFE Securities LLC Chicago IL 500 W Madison St,sejackson01@ft.newyorklife.com,,Salesforce
10818816,Inactive Investor,Ralph Margel,,Commonwealth Financial Network Paramus NJ 28 Farview Ter,rmargel@commonwealth.com,,Salesforce
9560368,,dinakar Munagala,,,dinakar.munagala@gmail.com,,List import
11127813,Inactive Investor,Morgan Nichols,Private Wealth Advisor,"Ameriprise Financial Services, LLC Grapevine TX 214 E College St",morgan.nichols@ampf.com,,Salesforce
9561591,,Edward Plemons,,,edward.plemons@voyafa.com,,List import
11222284,,James Heczko,,,james.heczko@opusadv.com,,List Import
11161108,Inactive Investor,Dale Frank,,"Madison Avenue Securities, LLC Sunderland MA 2 Amherst Rd",,,Salesforce
11210119,Inactive Investor,Brett Stagnitti,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cicero NY 5834 E Circle Dr",brett.stagnitti@ml.com,,Salesforce
11080184,Inactive Investor,David Moran,Financial Advisor;Senior Vice President - Wealth Management,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",david.moran@ubs.com,,Salesforce
11148713,Inactive Investor,Scott Gershon,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Huntersville NC Private Residence",scott.gershon@tiaa-cref.org,,Salesforce
10868278,Inactive Investor,Kevin Macaluso,,"Prospera Financial Services, Inc. Metairie LA 2121 Airline Dr",kevin.macaluso@prosperafinancial.com,,Salesforce
10863580,Inactive Investor,Dustin Stull,Financial Advisor,"Ameriprise Financial Services, LLC Osborne KS 202 W Main St",dustin.stull@ampf.com,,Salesforce
10941028,Inactive Investor,Joshua Shapin,,Vanguard Marketing Corporation,joshua_shapin@vanguard.com,,Salesforce
10879782,Inactive Investor,Marisa Dusenberry,,J.P. Morgan Securities LLC Lake Geneva WI 426 Center St,marisa.dusenberry@chase.com,,Salesforce
9614729,,Glen Chen,,,gchen720@gmail.com,,List import
11163248,Inactive Investor,Kenneth Gallagher,Financial Advisor,LPL Financial LLC Easton PA Private Residence,kenneth.gallagher@lpl.com,,Salesforce
10987468,Inactive Investor,Natasha Marakowski,,"KCD Financial, Inc. Sun City AZ 17220 Boswell",,,Salesforce
10776693,Inactive Investor,Kevin Halloran,Investment Advisor Representative,LPL Financial LLC Nashua NH 34 Broad St,kevin.halloran@lpl.com,,Salesforce
11112471,Inactive Investor,Jeremy Kosh,Financial Services Professional,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,jeremy.kosh@opco.com,,Salesforce
11153814,Inactive Investor,Candice Stryker-Irlbacher,,State Farm VP Management Corp. Westlake OH 24549 Detroit Rd,candicestryker-irlbacher@statefarm.com,,Salesforce
10820374,Inactive Investor,Michael Chavez,Financial Advisor,Edward Jones Fort Worth TX 200 Bailey Ave,michael.chavez@edwardjones.com,,Salesforce
83456,,Deron Ferrell,,"Transamerica Financial Advisors, Inc",deron.ferrell@transamerica.com,727-299-1800,
10908003,Inactive Investor,Terence Coholan,Financial Advisor,LPL Financial LLC Syracuse NY 925 State Fair Blvd,terry.coholan@lpl.com,,Salesforce
11129240,Inactive Investor,Ali Halilovic,Financial Advisor,"CUSO Financial Services, L.P. Fort Wayne IN 1605 Northland Blvd",ahalilovic@cusonet.com,,Salesforce
11124601,Inactive Investor,Justin Wittosch,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11036730,Inactive Investor,Austin Costello,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,austin.costello@lpl.com,,Salesforce
344346,,Bill Shanks,,[Unknown],wta@uoregon.edu,,Event
10815942,Inactive Investor,Conrad Kerber,,LPL Financial LLC Eden Prairie MN 6200 Baker Rd,,,Salesforce
9561697,,Abdullahi Mohamed,,,abdul.mohamed@citizensbank.com,,List import
10867010,Inactive Investor,Hanna Horenstein,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",hanna.horenstein@tfaconnect.com,,Salesforce
9546683,,Anthony Catanese,,,anthony.catanese@fmr.com,,List import
8718287,,Nhlanhla Ndumo,,,peteraphane18@gmail.com,,Web form fillout
10906545,Inactive Investor,Martin Day,Chief Compliance Officer;Founder;Owner;President,"Brexton Family Financial, LLC",martin@brexton.co,,Salesforce
9608681,,lola liu,,,yililola3111@163.com,,List import
10866561,Inactive Investor,Ross Fedenia,Chief Compliance Officer;Chief Investment Officer;Managing Director;Principal,Atlatl Advisers LLC,ross.fedenia@atlatladvisers.com,,Salesforce
9620528,,Kampon Akaravarinchai,,,aka.kampon@gmail.com,,List import
10613014,,Timothy Eckman,"Senior Financial Advisor, Vice President",,timothy.eckman@ml.com,,List Import
4519,,mark hetrick,,[[Unknown]],hetman68@gmail.com,,Initial Salesforce Import
11136679,Inactive Investor,Michael Litrento,Financial Advisor;Senior Vice President,Morgan Stanley Boca Raton FL 4855 Technology Way,michael.litrento@morganstanley.com,,Salesforce
11189345,Inactive Investor,Thoeurn Indy,Financial Advisor,"CUSO Financial Services, L.P. Riverside CA 6403 Riverside Ave",,,Salesforce
343831,,Jesse Bland,"Partner - Hg Capital Management Iii, Llc","Hg Capital Management, Llc",jesse@heritagegroupusa.com,615-665-8220,Manual List Upload
10970170,Inactive Investor,Benazir Ruzi,,Goldman Sachs & Co.,,,Salesforce
11174181,Inactive Investor,Nimrod Thompson,Member;Wealth Advisor,TD Capital Management LLC,rthompson@tdcmllc.com,,Salesforce
9599157,,Allison Roper,,,allison@jaffetilchin.com,,List import
11113440,Inactive Investor,Anthony Bottino,,LPL Financial LLC Venetia PA Private Residence,anthony.bottino@lpl.com,,Salesforce
11186867,Inactive Investor,Fan Feng,Founding Partner;Wealth Advisor,Liberty One Wealth Advisors,ffeng@libertyonewealth.com,,Salesforce
11061419,Inactive Investor,Douglas Macgray,Director - Investments;Owner;Principal,"Stonecrop Wealth Advisors, LLC",dmacgray@stonecropadvisors.com,,Salesforce
9540675,,Talbott Simonds,,,tlsimonds@tondern.com,,List Import
10830984,Inactive Investor,Bradley Pottorf,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",bradley.pottorf@wellsfargoadvisors.com,,Salesforce
11120071,Inactive Investor,Dean Willeford,,"OFG Financial Services, Inc.",deanwilleford@ofgfinancial.com,,Salesforce
227094,, -,,[[Unknown]],hollyrobertson@rogers.com,,
10658246,,Matthew Lacroix,,,matthew.lacroix@nm.com,,List Import
10954350,Inactive Investor,David Bown,,"Osaic Wealth, Inc. Koloa HI Private Residence",,,Salesforce
11102539,Inactive Investor,Nathaniel Carlon,Financial Advisor;Wealth Advisor,LPL Financial LLC Scottsdale AZ 7373 E Doubletree Ranch Rd,nathaniel.carlon@lpl.com,,Salesforce
9609958,,Abdullatif Alothman,,,alothman999@hotmail.com,,List import
11005108,Inactive Investor,Rebecca Freeman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11151515,Inactive Investor,Kazuyoshi Kimura,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 630 Meyerland Plaza Mall",kazuyoshi.kimura@ml.com,,Salesforce
214429,,Jason Wang,,[Unknown],tongliao007@gmail.com,,
10694942,,George Presson,,,gpresson0311@gmail.com,,Web Form Fillout
10913317,Inactive Investor,Gregory Stosuy,,"American Portfolios Financial Services, Inc. Bala Cynwyd PA 1 Bala Plz",gstosuy@bcgsecurities.com,,Salesforce
11231829,Inactive Investor,Andrew Ward,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
240889,,Uzunova Rose,,Vanguard,rose_uzunova@vanguard.com,,Event
10918020,Inactive Investor,Donovan Stuard,Financial Advisor,LPL Financial LLC Newtown PA 120 S State St,donovan.stuard@lpl.com,,Salesforce
9553807,,Fred Flintstone,,,freddytest002@gmail.com,,List import
346874,,David Faris,Managing Director,Moelis Capital Partners Llc,david.faris@moelis.com,917-719-5700,Manual List Upload
11238150,Inactive Investor,Steven Hayes,,"Pt Asset Management, LLC",shayes@ptam.com,,Salesforce
10810800,Inactive Investor,Thomas Judd,,NYLIFE Securities LLC Albany NY 1031 Watervliet Shaker Rd,tkjudd@ft.newyorklife.com,,Salesforce
11012291,Inactive Investor,Dmitriy Kovalev,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,dkovalev@allianceg.com,,Salesforce
9571585,,Huyen Trang Ngo,,,jen060480@gmail.com,,List import
10812099,Inactive Investor,Thomas Gregwer,,"Farmers Financial Solutions, LLC Caledonia MI 5625 Prairie Creek Dr SE",tgregwer@farmersagent.com,,Salesforce
10758553,Inactive Investor,Elizabeth Cure,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bozeman MT 875 Harmon Stream Blvd",,,Salesforce
11008252,Inactive Investor,Laurel Botting,,"Horace Mann Investors, Inc. Manchester CT 545 N Main St",,,Salesforce
11039917,Inactive Investor,Jessica Lee,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",jessica.lee@nm.com,,Salesforce
11190811,Inactive Investor,Seth Park,Financial Advisor,Edward Jones Oklahoma City OK 12460 Saint Andrews Dr,seth.park@edwardjones.com,,Salesforce
10984186,Inactive Investor,George Hanson,,"Farmers Financial Solutions, LLC Dallas TX 11909 Preston Rd",ghanson@farmersagent.com,,Salesforce
11039634,Inactive Investor,Florina Velez,,EFG Capital International Panama City Pa Torre Argos,,,Salesforce
9608209,,muhammad nazrin bin ruzaini,,,rmuhammadnazrin@gmail.com,,List import
9603669,,ROSE ROSE,,,amgmba@yahoo.com,,List import
345796,,Oscar Pate,Co-founder And Chief Investment Officer,Edge Natural Resources Llc,oscar@edgenr.com,469-331-0123,Manual List Upload
9566592,,Gerald Bischoff,,,jerry.bischoff@voya.com,,List import
9550810,,Karthik Sarma,,,karthik.sarma@srsfund.com,,List import
11048190,Inactive Investor,Jonathan Gerbie,,"Lion Street Financial, LLC Northbrook IL 5 Revere Dr",jgerbie@lionstreet.com,,Salesforce
10912097,Inactive Investor,Nathan Lowe,,"Truist Investment Services, Inc. Lake Worth FL 3100 Lantana Rd",nate.lowe@truist.com,,Salesforce
11197820,Inactive Investor,William Bullitt,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",william.bullitt@raymondjames.com,,Salesforce
10769602,Inactive Investor,Stephen Wehr,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
65137,,Todd Rader,Regional Vice President,"Principal Securities, Inc.",rader.todd@principal.com,515-247-0601,
11054595,Inactive Investor,April Vannieuwland,,"Capital Investment Group, Inc.",avannieuwland@capital-invest.com,,Salesforce
5371611,,Katherine Street,,,katherinesstreet@dayrep.com,,Web Form Fillout
9585763,,Peter Briger,,,pbriger@fortress.com,,List import
11062485,Inactive Investor,Lydia Wilson,Senior Compliance Analyst,Thrivent Investment Management Inc.,lydia.wilson@thrivent.com,,Salesforce
10776352,Inactive Investor,Lyllian Goldfarb,Senior Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,lyllian.goldfarb@jpmorgan.com,,Salesforce
10913700,Inactive Investor,Jason Carey,Financial Advisor,Edward Jones Cocoa Beach FL 503 N Orlando Ave,jason.carey@edwardjones.com,,Salesforce
9566308,,Roy Treible,,,rtreible@crestwoodadvisors.com,,List import
10924235,Inactive Investor,Robert Vanpelt,,"Brokers International Financial Services, LLC. Warminster PA 1539 Windmill Rd",rvanpelt@brokersifs.com,,Salesforce
11138264,Inactive Investor,Michael Gary,Regional Vice President,PFS Investments Inc. Layton UT 1992 W Antelope Dr,michael.gary@primerica.com,,Salesforce
11123315,Inactive Investor,Terence Scanlon,,Goldman Sachs & Co.,,,Salesforce
11079270,Inactive Investor,Todd Kingsbury,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",,,Salesforce
10616197,,Linda Rudnick,,,linda.rudnick@edwardjones.com,,List Import
11210149,Inactive Investor,Josiah White,Financial Advisor,Edward Jones Graham NC 202 S Main St,josiah.white@edwardjones.com,,Salesforce
11119134,Inactive Investor,Jacqueline Dheere,Regional Vice President,PFS Investments Inc. Vero Beach FL 601 21st St,jacqueline.dheere@primerica.com,,Salesforce
11082046,Inactive Investor,Julia Ray,Client Services Manager;Owner,Lynch & Associates Newburgh IN 10644 State Route 662 W,jray@lnaonline.com,,Salesforce
11113217,Inactive Investor,Raymond Schat,,"Raymond James Financial Services, Inc. Grand Rapids MI 6677 Crossings Dr SE",johnny.schat@raymondjames.com,,Salesforce
10835396,Inactive Investor,Kim La Zare,Financial Advisor,"Ameriprise Financial Services, LLC Tarzana CA 18321 Ventura Blvd",kim.m.lazare@ampf.com,,Salesforce
11065365,Inactive Investor,Matthew Andrews,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",,,Salesforce
11012570,Inactive Investor,Derek Mitsuuchi,,"Avantax Investment Services, Inc. Woodland Hills CA 21800 Oxnard St",,,Salesforce
9595924,,Dan Mahoney,,,mahoney1717@gmail.com,,List import
10506403,,Andrew Dell'Orto,,,andrew_dell'orto@finance.senate.gov,,Web Form Fillout
10505253,,Lee Wilson,FINANCIAL ADVISOR,KEYSTONE CAPITAL PARTNERS GROUP,lee@keystonecpg.com,5854850194,List Import
11062426,Inactive Investor,Mariana Cardenas,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,mariana.cardenas@ubs.com,,Salesforce
11169856,Inactive Investor,Michael O'Hea,,Citigroup Global Markets Inc. Long Island City NY 2 Court Sq,michael.ohea@citi.com,,Salesforce
11103625,Inactive Investor,Karmen Gearhart,Financial Advisor,LPL Financial LLC Muskegon MI 794 Pine St,karmen.gearhart@lpl.com,,Salesforce
10795697,Inactive Investor,Carlos Gadala-Maria,,VectorGlobal WMG,,,Salesforce
10865730,Inactive Investor,Diane James,Investment Advisor Representative,"Centaurus Financial, Inc. Arroyo Grande CA 1186 E Grand Ave",,,Salesforce
11235752,Inactive Investor,Casey McIntyre,Chief Administrative Officer;Chief Operating Officer;Executive Director;Managing Director,Sterling Capital Management LLC,cmcintyre@sterlingcapital.com,,Salesforce
11069299,Inactive Investor,Jordan Andreola,Investment Advisor,Fisher Investments,,,Salesforce
11025511,Inactive Investor,Troy King,,"Farmers Financial Solutions, LLC Houston TX 18333 Egret Bay Blvd",tking2@farmersagent.com,,Salesforce
11259998,Inactive Investor,Kristen Kyser,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10487994,,Michael Gage,"Financial Advisor, First Vice President, Investment Officer","Wells Fargo Clearing Services, LLC",mike.y.gage@wellsfargoadvisors.com,,List Import
229023,, -,,[[Unknown]],tp@sfconsult.com,,Organic Search
248961,,Nasar Karim,Analyst,NA,nasar.karim99@gmail.com,,Manual List Upload
11032045,Inactive Investor,Albert Chu,,"Transamerica Financial Advisors, Inc Long Beach CA 4500 E Pacific Coast Hwy",albert.chu@tfaconnect.com,,Salesforce
11201479,Inactive Investor,Chawandia Robson,Service Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,,,Salesforce
11199566,Inactive Investor,Matthew Goff,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,The Goff Financial Group,mgoff@gofffinancial.com,,Salesforce
10932421,Inactive Investor,Steven Dietz,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,steve.dietz@ceteraadvisors.com,,Salesforce
10768579,Inactive Investor,Mary Ashby,Regional Vice President,PFS Investments Inc. Ashland VA 10991 Richardson Rd,mary.ashby@primerica.com,,Salesforce
10680262,,Yuzuru Mizohata,,,deep.brain.chain.mexico@gmail.com,,Web form fillout
336527,,Damon Williams,Director,Rbc Global Asset Management (u.s.) Inc.,damon.williams@rbc.com,612-376-7000,Manual List Upload
11045487,Inactive Investor,Robert Aigler,Financial Advisor,LPL Financial LLC Uniontown OH 4030 Massillon Rd,robb.aigler@lpl.com,,Salesforce
11220417,,John Nelson,,,jnelson@mesirowfinancial.com,,Other
10919123,Inactive Investor,Donald Gilbert,Owner;President,Gilbert Investment Management Portland ME 183 Middle St,tgilbert@gilbertim.com,,Salesforce
10555386,,Ram Kumar,,,ramsmv3@gmail.com,,Web Form Fillout
9622418,,Luc Bellone,,,luc.bellone@gmail.com,,List import
10825372,Inactive Investor,Pamela Stubler,Financial Advisor,LPL Financial LLC Racine WI 5901 Durand Ave,pamela.stubler@lpl.com,,Salesforce
11146309,Inactive Investor,Steven Smith,Chief Compliance Officer;Founder;President;Principal,"RightPath Investments & Financial Planning, Inc.",steve@rightpathinvestments.com,,Salesforce
10797461,Inactive Investor,Gerad Thorell,Financial Advisor,LPL Financial LLC Wayne PA 460 E Swedesford Rd,gerad.thorell@lpl.com,,Salesforce
10812780,Inactive Investor,John Peluso,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",jack_peluso@ml.com,,Salesforce
11175273,Inactive Investor,Madison Starr,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",madison.starr@ml.com,,Salesforce
11234893,Inactive Investor,Michael Millman,Wealth Advisor,"Parallel Advisors, LLC",michael.millman@paralleladvisors.com,,Salesforce
11026547,Inactive Investor,Bradley Thomas,,"Osaic Wealth, Inc. Trenton MI 3133 Van Horn Rd",,,Salesforce
10834316,Inactive Investor,George Temel,Financial Advisor,LPL Financial LLC Pompano Beach FL 5491 N University Dr,george.temel@lpl.com,,Salesforce
11003709,Inactive Investor,John Mcgann,,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,,,Salesforce
10804515,Inactive Investor,Robert Sprotte,Assistant Vice President;Consulting Group Analyst;Portfolio Management Associate,Morgan Stanley New York NY 55 E 52nd St,robert.sprotte@morganstanley.com,,Salesforce
9542419,,William Lynn,,,closer702018@gmail.com,,List import
9607957,,Valdo PETRONIO,,,valdo.petronio@waamsolutions.com,,List import
11182568,Inactive Investor,Marilyn Rigg,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,marilyn.rigg.c9mk@statefarm.com,,Salesforce
348076,,Thomas Krane,Vice President,Insight Venture Partners,tkrane@insightpartners.com,212-230-9200,Manual List Upload
235590,, -,,[[Unknown]],natepyron@gmail.com,,
10784197,Inactive Investor,Danielle Orleans,Business Development Associate,Morgan Stanley Washington DC 1775 I St NW,danielle.orleans@morganstanley.com,,Salesforce
8480966,,Johncole Mcardle,,UBS,johncole.mcardle@ubs.com,,List Import
3840836,,Isabel Guardiola,,,conference@miningdisrupt.com,,Web Form Fillout
10784629,Inactive Investor,Stephen Gurley,Financial Advisor;First Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,stephen.gurley@morganstanley.com,,Salesforce
10964228,Inactive Investor,Merry Dooley,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",merry.dooley@raymondjames.com,,Salesforce
11006619,Inactive Investor,Gabrielle O'Leary,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miami FL 100 SE 2nd St,gabrielle.oleary@ubs.com,,Salesforce
10922320,Inactive Investor,Jeffrey Nunes,Financial Advisor,LPL Financial LLC Dallas TX 3010 Lyndon B Johnson Fwy,jeff.nunes@lpl.com,,Salesforce
10801309,Inactive Investor,Mark Burton,Associate Vice President;Financial Advisor,Morgan Stanley Westport CT 500 Post Road E,mark.burton@morganstanley.com,,Salesforce
10993355,Inactive Investor,Aaron Chan,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,aaron.chan@chase.com,,Salesforce
9616478,,Ryan Rozbiani,,,rozbiani@outlook.com,,List import
10854052,Inactive Investor,Danian Peo,Financial Advisor,"Ameriprise Financial Services, LLC San Rafael CA 4314 Redwood Hwy",danian.c.peo@ampf.com,,Salesforce
213570,,Max Hernandez,Legislative Assistant,Office of Rep. Brian Higgins,max.hernandez@mail.house.gov,,Content
11183601,Inactive Investor,Sharon Derrick,,PFS Investments Inc. Wheaton IL 1776A S Naperville Rd,sharon.derrick@primerica.com,,Salesforce
11191276,Inactive Investor,Jess Hudson,Chief Compliance Officer;Investment Advisor Representative;Owner,Vantage Financial Group,jess@vantageauburn.com,,Salesforce
11160188,Inactive Investor,Carlos Penaherrera,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Largo FL 6599 Ulmerton Rd",carlos.e.penaherrera@ml.com,,Salesforce
9610920,,Marty Zigman,,,marty.zigman@gmail.com,,List import
9545530,,Seongmin Kim,,,afirehouse@gmail.com,,List import
10766346,Inactive Investor,Linda Standen,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,linda.standen@ubs.com,,Salesforce
217669,,gerry shigeno,,[Unknown],fester99353@yahoo.com,,
335566,,Roger Miller,Managing Partner (acp Llc),Alterna Capital Partners Llc,roger.miller@alternacapital.com,203-210-7333,Manual List Upload
199152,,Mike Dunlop,,Srasota County Clerk,mdunlop.hcci@gmail.com,317-341-5253,
11160552,Inactive Investor,Wakil Hasan-Hussein,,Fidelity Brokerage Services LLC,,,Salesforce
11181702,Inactive Investor,Lee Burklow,Financial Advisor;Senior Vice President,Morgan Stanley Nashville TN 3102 West End Ave,lee.burklow@morganstanley.com,,Salesforce
11180458,Inactive Investor,Jared Henigin,,Commonwealth Financial Network Pittsburgh PA 790 Holiday Dr,jhenigin@commonwealth.com,,Salesforce
10808195,Inactive Investor,James Allen,Managing Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,jim.allen@opco.com,,Salesforce
10831967,Inactive Investor,Tek Wiegert,Managing Director;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
9606115,,Valentine Oleabhiele,,,iamovalentine@gmail.com,,List import
11066316,Inactive Investor,Kent Montgomery,,"Cambridge Investment Research, Inc. Xenia OH 114 S Detroit St",,,Salesforce
11201598,Inactive Investor,Ann Austin,,"Raymond James Financial Services, Inc. Winder GA 58 W Candler St",ann.austin@raymondjames.com,,Salesforce
10918080,Inactive Investor,Joshua Anton,,MM Ascend Life Investor Services LLC,janton@gaig.com,,Salesforce
9597942,,Edward Bell,,,ebell@investconsolidated.com,,List import
10800490,Inactive Investor,Michael Pasqua,Financial Advisor;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,michael.pasqua@morganstanley.com,,Salesforce
9540918,,Harpreet Singh,,Hazoor Partners,harpreet@hazoorpartners.com,,List Import
11202694,Inactive Investor,Mark Miller,Chief Compliance Officer;Managing Member;Owner;President,Miller Equity Capital Advisors,,,Salesforce
10477094,,Antonio Pereira,,,acpfilho63@gmail.com,,Web Form Fillout
1006245,Inactive Investor,Ana Nunes,,Ana Nunes,anunes@wexford.com,,3rd Party Lead Gen
11124802,Inactive Investor,Judith Bovitz,Financial Advisor,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",judith.a.bovitz@wellsfargoadvisors.com,,Salesforce
11177292,Inactive Investor,Bryce Campbell,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
10954905,Inactive Investor,Rob Stone,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",rob.n.stone@nm.com,,Salesforce
10644329,,Michaelle Burstin,,,mburstin@williamblair.com,,List Import
10980858,Inactive Investor,Christopher Ambridge,,J.P. Morgan Securities LLC Houston TX 600 Travis St,christopher.ambridge@jpmorgan.com,,Salesforce
10489223,,Gina Husted,Field Support Governance Manager,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",gina.husted@wellsfargoadvisors.com,,List Import
9588125,,Sanford Parchment,,,honchoneekz@protonmail.com,,List import
10808930,Inactive Investor,Phuong Quach,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",phuong.n.quach@ampf.com,,Salesforce
184736,,Matthew Furlong,,[Unknown],matthewjfurlong1@gmail.com,,source
9551517,,Myra Conner,,,conner_myra@yahoo.com,,List import
10973329,Inactive Investor,Roger Nelson,,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,rnelson.34wfs@primerica.com,,Salesforce
10820411,Inactive Investor,Larry Fullmer,Managing Director - Wealth Management;Private Wealth Advisor Associate,Morgan Stanley Los Angeles CA 444 S Flower St,greg.fullmer@morganstanleypwm.com,,Salesforce
9568794,,Tom Heyer,,,theyer@verizon.net,,List import
9647281,,Shawn Gotcher,,,sgotcher@icloud.com,,List import
10782735,Inactive Investor,Marc Konheiser,Director - Operations;Director - Trade Operations,Vanderbilt Avenue Asset Management LLC New York NY 410 Park Ave,mkonheiser@vaamllc.com,,Salesforce
11156356,Inactive Investor,Jeffrey Greenfield,,"The Leaders Group, Inc. New York NY 550 5th Ave",,,Salesforce
10985594,Inactive Investor,Kevin Vu,,PFS Investments Inc. Tustin CA 15991 Red Hill Ave,kevin.vu@primerica.com,,Salesforce
10899435,Inactive Investor,Charles Snodgrass,,"U.S. Bancorp Investments, Inc. San Diego CA 1331 Rosecrans St",kurt.snodgrass@usbank.com,,Salesforce
10882314,Inactive Investor,Michelle Jedele,Financial Advisor,Edward Jones Hudson MI 226 W Main St,michelle.jedele@edwardjones.com,,Salesforce
11036680,Inactive Investor,Stanley Goldman,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",stanley.goldman@nm.com,,Salesforce
333920,,Robert Drobny,Operating Officer,"Invesco Senior Secured Management, Inc.",robert.drobny@invesco.com,212-278-9000,Manual List Upload
10921467,Inactive Investor,Alex Edwards,,NYLIFE Securities LLC Bluffdale UT Private Residence,asedwards@ft.newyorklife.com,,Salesforce
10434427,,Bernard Lamour,,,lamourb17@gmail.com,,Web Form Fillout
10775067,Inactive Investor,Kenneth Whitley,Financial Advisor;First Vice President;First Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 2839 Paces Ferry Rd SE",ken.whitley@raymondjames.com,,Salesforce
11063773,Inactive Investor,Markus Williams,,Key Investment Services LLC Niagara Falls NY 7350 Niagara Falls Blvd,markus_williams@keybank.com,,Salesforce
10788455,Inactive Investor,Robert Osowski,Senior Wealth Relationship Manager;Vice President,Citigroup Global Markets Inc. River Forest IL 7221 Lake St,robert.osowski@citigroup.com,,Salesforce
1005427,Inactive Investor,Harpreet Ahluwalia,,Harpreet Ahluwalia,harpreet.ahluwalia@gmail.com,,3rd Party Lead Gen
9632165,,Jaimin Patel,,,Jrp281@gmail.com,7274812497,List import
11036980,Inactive Investor,Andrew Vogelstein,President,"The Colony Group, LLC New York NY 570 Lexington Ave",avogelstein@thecolonygroup.com,,Salesforce
10945477,Inactive Investor,Ronald Clement,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Redwood City CA 1475 Woodside Rd",ronald.clement@usbank.com,,Salesforce
9605847,,mohammad715 atfaei,,,mohammadatfaei@gmail.com,,List import
10997424,Inactive Investor,Dax Hale,,"OneAmerica Securities, Inc. Cantonment FL 3155 Gateway Ln",,,Salesforce
10892765,Inactive Investor,Agata Cieniawski,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,,,Salesforce
10777107,Inactive Investor,Dominick Tomeo,Account Executive;Managing Director;Senior Market Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY Private Residence",d_tomeo@ml.com,,Salesforce
10996168,Inactive Investor,Jessica Centola,,Vanguard Marketing Corporation,jessica_centola@vanguard.com,,Salesforce
10759043,Inactive Investor,David Waitrovich,Managing Director - Wealth Management;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",david_j_waitrovich@ml.com,,Salesforce
10796841,Inactive Investor,Thomas Fishel,Chief Compliance Officer,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,t.fishel@fi.com,,Salesforce
10900357,Inactive Investor,Thomas Cassidy,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
10781799,Inactive Investor,Robert Duncan,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,robert.duncan@fidelity.com,,Salesforce
10979795,Inactive Investor,Preston Padgett,,PFS Investments Inc. Springfield MO 1911 S National Ave,ppadgett@primerica.com,,Salesforce
11192095,Inactive Investor,Elizabeth Mason,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
241631,,Apela sagapolu,,[Unknown],sagapolu626@gmail.com,,source
9563131,,Nestor B. Nisperos Jr,,,nestor.nisperos@dlsu.edu.ph,,List import
11128106,Inactive Investor,Matthew Liang,,Goldman Sachs & Co.,,,Salesforce
10765216,Inactive Investor,David McDermott,Financial Advisor,LPL Financial LLC San Diego CA 1664 Garnet Ave,david.mcdermott@lpl.com,,Salesforce
11170652,Inactive Investor,Michael Johnson,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",,,Salesforce
339906,,Thomas Turk,Vice President,"Trubee, Collins & Co., Inc.",tturk@trubeecollins.com,716-849-1401,Manual List Upload
11255358,Inactive Investor,Adam Spears,Lead Financial Advisor,"Foguth Wealth Management, LLC.",adam@foguthfinancial.com,,Salesforce
10800989,Inactive Investor,Cameron Martin,Chief Investment Officer;Managing Member;President;Principal,"Martin Capital Partners, LLC",,,Salesforce
10762122,Inactive Investor,John Morrison,Financial Advisor;Portfolio Management Director;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley,john.e.morrison@morganstanley.com,,Salesforce
9606134,,?? ??,,,semyon524@gmail.com,,List import
10784991,Inactive Investor,Denver Gilliand,,"HighTower Securities, LLC Minneapolis MN 3033 Excelsior Blvd",dgilliand@hightoweradvisors.com,,Salesforce
336173,,Timothy Barto,General Counsel,Sei Investments Management Corp,tbarto@seic.com,610-676-1000,Manual List Upload
11009009,Inactive Investor,Christopher Wagner,,"Allstate Financial Services, LLC Waukesha WI S30W24896 Sunset Dr",christopherwagner@allstate.com,,Salesforce
11079775,Inactive Investor,Shawna Henry,,J.P. Morgan Securities LLC Palm Beach Gardens FL 2500 PGA Blvd,shawna.w.henry@chase.com,,Salesforce
11099637,Inactive Investor,Kevin May,Advisor,"Ascendor Wealth, LLC",kevin@ascendorwealth.com,,Salesforce
10644620,,Gina Morgan,,,gina.morgan@ceterafs.com,,List Import
11159376,Inactive Investor,Joshua Brass,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,joshua.brass@gs.com,,Salesforce
10767937,Inactive Investor,Kathryn Stewart,Shareholder,"Passive Capital Management, LLC",,,Salesforce
10927704,Inactive Investor,Junhan Zhang,,Citigroup Global Markets Inc.,,,Salesforce
337927,,David Finley,"Limited Partner, Managing Partner, Manager Of General Partner",Sverica Capital Management,dave@sverica.com,617-695-0221,Manual List Upload
10815604,Inactive Investor,Breg Hughes,Financial Advisor;First Vice President,Morgan Stanley Southlake TX 1400 Civic Pl,breg.hughes@morganstanley.com,,Salesforce
9590880,,Christopher Graff,,,cgraff@rmbcap.com,,List Import
10843227,Inactive Investor,Susan Mitcham,Financial Advisor,LPL Financial LLC West Monroe LA 4900 Cypress St,susan.mitcham@lpl.com,,Salesforce
9621615,,KE ZHANG,,,antixc@gmail.com,,List import
10982055,Inactive Investor,Peggine Tellez,,LPL Financial LLC Colorado Springs CO Private Residence,peggine.tellez@lpl.com,,Salesforce
11039547,Inactive Investor,Frederick Garraway,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",rick.garraway@wellsfargoadvisors.com,,Salesforce
11033769,Inactive Investor,Carl Boje,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
11003487,Inactive Investor,Lindsay Hessel,,Icon Financial Services LLC,lindsay.hessel@iconsavingsplan.com,,Salesforce
10837661,Inactive Investor,Robert Lord,Director - Alternative Investments;Executive Director;Lending Specialist;Private Wealth Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,robert.j.lord@morganstanley.com,,Salesforce
11080288,Inactive Investor,Samuel Laorenza,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",sam.laorenza@nm.com,,Salesforce
10811193,Inactive Investor,Thomas Slattery,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Manchester NH 1155 Elm St,thomas.slattery@morganstanley.com,,Salesforce
346199,,Spencer Holtzman,Vice President,Stone Point Capital Llc,sholtzman@stonepoint.com,203-862-2900,Manual List Upload
10606399,,Corey Powder,"Assistant Manager, Vice President",HSBC Securities (USA) Inc.,corey.x.powder@us.hsbc.com,224-880-8555,List Import
10838932,Inactive Investor,Nathanael Brayton,Owner,"Nathanael R. Brayton, CFA",,,Salesforce
11096146,Inactive Investor,Tara Mcshane,,Country Capital Management Company Oregon City OR 502 7th St,,,Salesforce
9647786,,Mickey Freshhh,,,freshtimes420@gmail.com,,List import
11092195,Inactive Investor,Jacob Barr,Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11216918,,Carlos Torres Aranda,,,carlos.torres@nb.com,,Other
10424595,,Chandana Gangodagamage,,,chhandana@yahoo.com,,Web Form Fillout
10917398,Inactive Investor,Douglas Cole,Investment Advisor,LPL Financial LLC Carlsbad CA 2888 Loker Ave E,doug.cole@lpl.com,,Salesforce
11221287,,Christine Neilson,,,cneilson@invresearch.com,,List Import
10950625,Inactive Investor,Laura Coats,,Park Avenue Securities LLC Beaverton OR Private Residence,,,Salesforce
9591688,,sava? gürsoy,,,savas_gursoy2002@hotmail.com,,List import
10904934,Inactive Investor,Michael Ridley,,"Cadaret, Grant & Co., Inc. Flagstaff AZ 709 N Humphreys St",,,Salesforce
10764054,Inactive Investor,Michael Wright,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Rockwell NC 112 Moses Rd",michael.j.wright@ampf.com,,Salesforce
11142714,Inactive Investor,Ener Almanza,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,ener.almanza@lpl.com,,Salesforce
10504949,,Muthiara Zatuamani,,,mzatuamani@yahoo.com,,Web Form Fillout
9600481,,Clint Eakles,,,clinteakles@argi.net,,List import
10457230,,MyName LastName,,,thomas6642956@gmail.com,,Web Form Fillout
9555958,,Arnaud Ouedraogo,,,oued-@hotmail.fr,,List import
11104447,Inactive Investor,Bryan Benedict,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",bryan.benedict@schwab.com,,Salesforce
11036701,Inactive Investor,Megan Wade,,Edward Jones Alamogordo NM 1200 New York Ave,megan.wade@edwardjones.com,,Salesforce
11118307,Inactive Investor,Sharon Johnson,,PFS Investments Inc. Louisville KY 13279 O'Bannon Station Way,sharon.johnson@primerica.com,,Salesforce
10864637,Inactive Investor,Christopher Mitchell,Advisor;Portfolio Manager;Senior Vice President,Rockefeller Financial LLC Charlotte NC 5605 Carnegie Blvd,cmitchell@rockco.com,,Salesforce
11163111,Inactive Investor,Xiao Chen,,"MML Investors Services, LLC Brooklyn NY 1806 Bay Ridge Ave",xiaochen@financialguide.com,,Salesforce
10788202,Inactive Investor,Amanda Hilton,Private Client Advisor,J.P. Morgan Securities LLC Goshen IN 401 S Main St,amanda.j.hilton@chase.com,,Salesforce
11100737,Inactive Investor,Jonathan Jepsen,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",jonathan.jepsen@ml.com,,Salesforce
49572,,Jeffrey Stuermer,Managing Member,Northline Wealth Management Llc,jstuermer@northlinewealth.com,888-407-5463,Manual List Upload
10823020,Inactive Investor,Mitchell Tusing,,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,,,Salesforce
11036919,Inactive Investor,Emmanuelle Letertre,,NYLIFE Securities LLC Boca Raton FL 2500 N Military Trl,eletertre@eaglestrategies.com,,Salesforce
192642,,Jesse Jantzen,,Skylar James Capital,jesse@skylarjamescapital.com,,Initial Salesforce Import
10982856,Inactive Investor,Marvin Musselwhite,,"Capital Investment Group, Inc.",,,Salesforce
11045841,Inactive Investor,Larry Humphries,,"Woodmen Financial Services, Inc.",423027@woodmen.org,,Salesforce
11126363,Inactive Investor,Sandra Horne,Chief Compliance Officer;Vice President,SOL Capital Management Co,shorne@sol-capital.com,,Salesforce
9640514,,Sam Listopad,,,listoman2@yahoo.com,,List import
10898497,Inactive Investor,Joshua Pfeiffer,Wealth Management Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,,,Salesforce
10881679,Inactive Investor,Sherrill Clark,,"Raymond James Financial Services, Inc. Santa Claus IN 1 N Kringle Pl",sherrill.clark@raymondjames.com,,Salesforce
10821822,Inactive Investor,Gary Bryant,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9580729,,Virtue Nightingale,,,nightingalecars@hotmail.com,,List import
10967229,Inactive Investor,Nicolas Drogaris,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
371847,,Onur Diri,,Turkey,onur.diri.1997@gmail.com,,Salesforce
10782148,Inactive Investor,Jennifer Falter,Senior Client Service Associate;Vice President,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",jennifer.falter@wellsfargoadvisors.com,,Salesforce
11007733,Inactive Investor,Juping Zhang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",juping.zhang@globalinkusa.com,,Salesforce
11132980,Inactive Investor,William Johnson,,LPL Financial LLC,william.johnson@lpl.com,,Salesforce
1004038,Inactive Investor,Jonathan Raphael,,Jonathan W Raphael,jraphael@deloitte.com,9179237638,source
10760258,Inactive Investor,Brian Croom,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",brian_croom@ml.com,,Salesforce
10761603,Inactive Investor,Daniel Geigler,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Waukesha WI 20975 Swenson Dr,daniel.geigler@morganstanley.com,,Salesforce
10852349,Inactive Investor,Douglas Stone,Wealth Advisor,"SeaCrest Wealth Management, LLC Medford OR 3255 Hillcrest Park Dr",dstone@seacrestwm.com,,Salesforce
11059914,Inactive Investor,Gregory Stone,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",gregory.stone@schwab.com,,Salesforce
10612437,,Lenny Sun,Financial Advisor,,lenny.sun@prudential.com,,List Import
10869636,Inactive Investor,Deborah Williams,,PFS Investments Inc. West Point GA 815 3rd Ave,deborah.williams@primerica.com,,Salesforce
11126850,Inactive Investor,Arthur McCarthy,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Danvers MA 222 Rosewood Dr",arthur.mccarthy@rbc.com,,Salesforce
10894169,Inactive Investor,Danielle Feigel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9646648,,Russ Herman,,,russ_herman@comcast.net,,List import
11024818,Inactive Investor,Jared Schumacker,Financial Advisor;Financial Representative,Park Avenue Securities LLC Madison WI 8010 Excelsior Dr,jared_schumacker@glic.com,,Salesforce
11026048,Inactive Investor,Zitian Zhou,,"Northwestern Mutual Investment Services, LLC Flushing NY 3660 Main St",zitian.zhou@nm.com,,Salesforce
10838468,Inactive Investor,Robert Simpson,,State Farm VP Management Corp. Memphis TN 7140 US Hwy 64,,,Salesforce
10966043,Inactive Investor,Dennis Young,Vice President,"First Citizens Investor Services, Inc. Atlanta GA 3300 Cumberland Blvd SE",dennis.young@firstcitizens.com,,Salesforce
11134872,Inactive Investor,Trevor Skaggs,Financial Advisor,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",trevor.skaggs@rbc.com,,Salesforce
10932679,Inactive Investor,Hoai Tran,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",viet.tran@bofa.com,,Salesforce
348432,,Leslie Menkes,Managing Partner And CCO,"Acre Manager, Llc",les@acremgt.com,954-629-0416,Manual List Upload
368214,,David Mutanga,Manager,,dmutanga@gmail.com,,Webinar
11091680,Inactive Investor,Mevlud Dodic,,J.P. Morgan Securities LLC Staten Island NY 2845 Richmond Ave,mevlud.dodic@chase.com,,Salesforce
11176290,Inactive Investor,Nathan Welter,,"CUNA Brokerage Services, Inc.",nate.welter@cunamutual.com,,Salesforce
9644358,,Michael Hood,,,hmhood7@gmail.com,,List import
11048075,Inactive Investor,Nathaniel Henein,Investment Advisor Representative,"Hornor, Townsend & Kent, LLC Edison NJ 110 Fieldcrest Ave",nhenein@htk.com,,Salesforce
11062810,Inactive Investor,Wallace Holleman,,"Raymond James Financial Services, Inc. Nashville TN 104 Kenner Ave",key.holleman@raymondjames.com,,Salesforce
9616363,,Matt Cooke,,,cooke.matthew@gmail.com,,List import
9592566,,Michael Meiners,,,mick@finplans.com,,List import
11155450,Inactive Investor,Paul Bender,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",paul.bender@wellsfargoadvisors.com,,Salesforce
222409,,Don Keel,President,Keel and Long Financial Management,donkeel@keelandlong.com,252-367-7507,
9549685,,Tina Dickinson,,,t.dickinson@transamerica.com,,List import
10936733,Inactive Investor,Bruce Pultz,,"Osaic Wealth, Inc. Watertown NY 23697 State Rte 12",,,Salesforce
248647,,Justin Simmons,Trader,GGHC,jsimmons@gghc.com,1-212-765-2500,Manual List Upload
10884874,Inactive Investor,Shannon Verhage,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
88083,,Dan Helmick,,Journey Advisory Group,dan.helmick@journeyadvisory.group,,
10859374,Inactive Investor,Matthew Tomich,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1375 E Woodfield Rd",matthew.tomich@ampf.com,,Salesforce
348543,,William Verdi,Chief Financial Officer,Discerene Group Lp,wverdi@discerene.com,203-724-9961,Manual List Upload
11233444,Inactive Investor,Kyle Christensen,,"Charles Schwab & Co., Inc. Southlake TX 3000 Schwab Ln",,,Salesforce
11092086,Inactive Investor,Arsalan Khan,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11039880,Inactive Investor,Andrew Kaplan,Director;Executive Vice President,Flagstar Advisors,,,Salesforce
11098096,Inactive Investor,Thomas Brock,,"Geneos Wealth Management, Inc. Casper WY 110 W 2nd St",,,Salesforce
11024198,Inactive Investor,Gary Morse,,"Farmers Financial Solutions, LLC Bellflower CA 9928 Flower St",amorse@farmersagent.com,,Salesforce
10759001,Inactive Investor,Nondo Capuano,Director;Managing Director,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,ncapuano@rwbaird.com,,Salesforce
11172704,Inactive Investor,Calvin Finn,,"Northwestern Mutual Investment Services, LLC Hoisington KS 156 S Main St",calvin.finn@nm.com,,Salesforce
10969210,Inactive Investor,Pamela Neal,,"WesBanco Securities, Inc. Shadyside OH 3868 Central Ave",pwallace@wesbanco.com,,Salesforce
11026591,Inactive Investor,Brendan Carl,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,bcarl@ft.newyorklife.com,,Salesforce
11108328,Inactive Investor,Wendy Cox,,"Raymond James Financial Services, Inc. Wichita KS 310 W Central Ave",wendy.cox@raymondjames.com,,Salesforce
10834198,Inactive Investor,Joshua Brown,Financial Advisor,Edward Jones Lubbock TX 3301 98th St,heath.brown@edwardjones.com,,Salesforce
11189484,Inactive Investor,Jolene Jackelen,,"U.S. Bancorp Investments, Inc.",jolene.jackelen@usbank.com,,Salesforce
10615981,,Andrew Koleno,,,drew.koleno@lpl.com,,List Import
9571336,,Oliver Baer,,,oliverfbaer@gmail.com,,List import
10962456,Inactive Investor,Russell Bryant,,"Avantax Investment Services, Inc.",,,Salesforce
9574526,,Ian Dyer,,,imdyer21@gmail.com,,List import
6211415,,Pavlos Tryposkiadis,,Private Grayscale Investor,ptriposkiadis@gmail.com, +306944415555,Web form fillout
343809,,Wendy Stone,Office Manager,"Personal Financial Advisors, Inc.",wendy@davidstoneadvisor.com,614-837-7000,Manual List Upload
9573226,,Lisa Garza,,,lisa.garza@kestrafinancial.com,,List import
10956404,Inactive Investor,Jacqueline Cisco,,"Vanderbilt Securities, LLC Elmira NY 300 Madison Ave",,,Salesforce
9606207,,Miguel Gomez,,,mgomez@seic.com,,List import
11110772,Inactive Investor,Matthew Gorham,Senior Client Associate,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",matthew.gorham@wellsfargoadvisors.com,,Salesforce
9540660,,Morgan Rutman,,,mrutman@willcapllc.com,,List Import
10975339,Inactive Investor,Eileen Shultis,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,eileen.shultis@primerica.com,,Salesforce
10878218,Inactive Investor,Casey Vician,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 6940 S Ashland Ave,casey.davis@jpmorgan.com,,Salesforce
10775540,Inactive Investor,Jean Adams,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",jean.e.adams@wellsfargo.com,,Salesforce
223169,,Brian Pitz,Founder & CEO,AmTech Capital Partners LLC,brian@amtechcapitalpartners.com,,
10843142,Inactive Investor,Sonja Ross,,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",sonja.ross@raymondjames.com,,Salesforce
10998664,Inactive Investor,Jill Macnamara,,LPL Financial LLC Wilmington DE 100 N James St,jill.macnamara@lpl.com,,Salesforce
10836585,Inactive Investor,Thomas Kazak,,"Cambridge Investment Research, Inc. South Burlington VT Private Residence",thomas.kazak@cambridgesecure.com,,Salesforce
11186122,Inactive Investor,Woodworth Anderson,,B. Riley Wealth Management Seattle WA 2121 4th Ave,,,Salesforce
11148805,Inactive Investor,Jesse Bedard,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,jesse.bedard@bnymellon.com,,Salesforce
10986813,Inactive Investor,Paul Duffy,,NYLIFE Securities LLC Downers Grove IL 6739 Bradley Ct,pcduffy@ft.newyorklife.com,,Salesforce
10914755,Inactive Investor,Richard Graham,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,richard.graham.lxmw@statefarm.com,,Salesforce
9554551,,Ras Vas,,,vasjavsj@gmail.com,,List import
11013385,Inactive Investor,Tamika Evans,,PFS Investments Inc. Monroe LA 1707 Shannon St,,,Salesforce
9549150,,Agnel Sugumar,,,asugumar@libremax.com,,List import
10593941,,Catherine Andersson-gylden,,,catherine_andersson@hotmail.co.uk,,Web Form Fillout
10802138,Inactive Investor,Thomas Mantione,Managing Director - Wealth Management,UBS Financial Services Inc. Vero Beach FL 1701 Florida A1A,thomas.mantione@ubs.com,,Salesforce
11066031,Inactive Investor,Dawn Wiley,Operations,"Chapin, Davis",dwiley@chapindavis.com,,Salesforce
10968435,Inactive Investor,Christopher Hayes,,PFS Investments Inc. Vista CA 1120 Sycamore Ave,,,Salesforce
10917705,Inactive Investor,Michael Goetsch,,"Oakwood Capital Securities, Inc Minnetonka MN Private Residence",,,Salesforce
11168382,Inactive Investor,Darell Carson,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10665070,,William Petit,,Morgan Stanley PWM,will.petit@morganstanley.com,,Web Form Fillout
9644849,,Ushan Perera,,,ushanperera@icloud.com,,List import
11095826,Inactive Investor,George Antonopoulos,Chief Compliance Officer;President,WallStreeti.Com,george@wallstreeti.com,,Salesforce
10771015,Inactive Investor,Vera Aguila-Roehr,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",vera.aguila-roehr@ml.com,,Salesforce
11090444,Inactive Investor,Keith Ruckman,,Stonex Securities Inc. Bridgeport WV Private Residence,keith.ruckman@saswealth.com,,Salesforce
11076661,Inactive Investor,Bradley Reese,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11206573,Inactive Investor,Rodney Miller,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,rodney.miller@primerica.com,,Salesforce
11166812,Inactive Investor,Devin Thacker,,PFS Investments Inc. Indianapolis IN 8383 Craig St,dthacker@primerica.com,,Salesforce
10926154,Inactive Investor,Roy Gawlick,Financial Advisor,Edward Jones Longview WA 1700 Hudson St,roy.gawlick@edwardjones.com,,Salesforce
10618425,,Jennifer Tontillo,,,jennifer.tontillo@tiaa.org,,List Import
10917267,Inactive Investor,Lynn Verrilli,Founder;Owner,"Affinity Financial Solutions, LLC",lynn@affinityfinancials.com,,Salesforce
9587956,,Anthony Githaiga,,,anthonygithaiga@gmail.com,,List import
11042716,Inactive Investor,Guy Baker,Founder;Managing Director;Managing Member,Wealth Teams Alliance,,,Salesforce
11038077,Inactive Investor,Sidney Tyner,,"Osaic Wealth, Inc. Concord NH 2 Eagle Sq",,,Salesforce
11207799,Inactive Investor,Sandra McAvoy,Wealth Strategy Associate,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,sandra.mcavoy@ubs.com,,Salesforce
10756824,Inactive Investor,Mary Moses,Senior Business Associate,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",moses.mary@rbccm.com,,Salesforce
9561501,,Kok Hang Yong,,,khangyong95@gmail.com,,List import
10878307,Inactive Investor,Debra Hooper,Senior Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",debra.hooper@firsthorizon.com,,Salesforce
11131161,Inactive Investor,Jeffrey Rothschild,,"Signal Securities, Inc. Arlington TX Private Residence",jrothschild@signalsecurities.com,,Salesforce
4454060,,Johan Alesa,,,alesa@gml.com,,Web Form Fillout
11041583,Inactive Investor,Mike Mumford,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,mike.mumford@ubs.com,,Salesforce
11066570,Inactive Investor,Christopher Cook,,PFS Investments Inc. San Antonio TX 5460 Babcock Rd,,,Salesforce
9565668,,Bill Atkins,,,batkins@hotmail.com,,List import
10839752,Inactive Investor,Gerard Morency,,J.P. Morgan Securities LLC New York NY 32 University Pl,gerard.x.morency@chase.com,,Salesforce
11075644,Inactive Investor,Lori Brink,Financial Professional,LPL Financial LLC Madison WI 5910 Mineral Point Rd,lori.brink@lpl.com,,Salesforce
10910858,Inactive Investor,Ivy Brito,,State Farm VP Management Corp.,ivy.brito.p0rq@statefarm.com,,Salesforce
10927702,Inactive Investor,Ian Bryan,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10962140,Inactive Investor,Daniel Goddard,,"RBC Capital Markets, LLC",daniel.goddard@rbccm.com,,Salesforce
10976916,Inactive Investor,Samuel Moore,Wealth Advisor,"Endowment Wealth Management, Inc.",sam@endowmentwm.com,,Salesforce
11208877,Inactive Investor,Adam Lee,,"Farmers Financial Solutions, LLC Petaluma CA 775 Baywood Dr",,,Salesforce
50170,,Michael Martella,"Financial Professional, Investment Advisor Representative","Transamerica Financial Advisors, Inc",mike.martella@transamerica.com,702-562-7990,
11126823,Inactive Investor,Zachary Rodgers,,GuideStone Financial Services,zachary.rodgers@guidestone.org,,Salesforce
116536,,Aiad Abdelshaheed,Vice President,"SunTrust Advisory Services, Inc.",aiad.abdelshaheed@suntrust.com,813-258-3318,
9587366,,Jeffrey Wood,,,jeffwood@nationallife.com,,List import
11207454,Inactive Investor,Tyler Breder,Associate Financial Planner,"PTM Wealth Management, LLC",tyler@ptmwealth.com,,Salesforce
344983,,Adam Carta,COO,Private Client Resources,acarta@privateclientresources.net, +1 203 762 9006,
9637285,,Edison Idrovo,,,eidrovg@gmail.com,,List import
82323,,Jason Murray,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",jason.murray@transamerica.com,201-314-8301,
10884607,Inactive Investor,Colleen Parker,Compliance Director,Santander Securities LLC,,,Salesforce
10835092,Inactive Investor,William Persons,Financial Advisor;First Vice President;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,william.persons@morganstanley.com,,Salesforce
10647832,,Conner Murray,,,cmurray@mountaincapital.us,,List Import
11210565,Inactive Investor,Ashley Hill,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",ashley.hill@nm.com,,Salesforce
11120936,Inactive Investor,Andrey Velichkin,,Goldman Sachs & Co.,,,Salesforce
11157887,Inactive Investor,Kristen Paterno,Financial Advisor,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",kristen.paterno@equitable.com,,Salesforce
348023,,Tom Fisher,Executive Vice President,"K2/d&s Management Co., L.l.c.",thomas.fisher@franklintempleton.com,203-348-5252,Manual List Upload
10856713,Inactive Investor,Harry Vann,,"Allen, Mooney & Barnes Brokerage Services, LLC",hdvann@ambwealth.com,,Salesforce
11168638,Inactive Investor,Elizabeth Cramblett,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",elizabeth.cramblett@nm.com,,Salesforce
10929597,Inactive Investor,John Mullowney,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11052690,Inactive Investor,Michael Lewis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irving TX 5400 N Macarthur Blvd",michael.lewis4@ml.com,,Salesforce
11148021,Inactive Investor,Amy Dyess,Financial Advisor,Edward Jones Colorado Springs CO 12295 Oracle Blvd,amy.dyess@edwardjones.com,,Salesforce
11164474,Inactive Investor,Amanda Villafranco,Chief Compliance Officer,Villafranco Wealth Management,amanda@villafrancowealth.com,,Salesforce
10966006,Inactive Investor,Madison Konermann,,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
9541219,,Ion Chiosa,,,ionchiosa2008@gmail.com,,List import
11236599,Inactive Investor,Elliot Williams,Wealth Advisor,"Cook Wealth, LLC Alpharetta GA Private Residence",ewilliams@cookwealth.com,,Salesforce
11177454,Inactive Investor,Carol Seidel-Mcnelley,Registered Administrative Associate,LPL Financial LLC Harrisburg PA 2792 Old Post Rd,carol.seidel-mcnelley@lpl.com,,Salesforce
11174492,Inactive Investor,Jason Good,Financial Advisor,Edward Jones Jefferson City TN 1125 N Hwy 92,jason.good@edwardjones.com,,Salesforce
10980302,Inactive Investor,Angela Fisher,,NYLIFE Securities LLC Issaquah WA Private Residence,,,Salesforce
10914341,Inactive Investor,Matthew Eickman,Practice Leader,Prime Capital Financial Omaha NE 14301 FNB Pkwy,meickman@pciawealth.com,,Salesforce
9614635,,George Wilson,,,slowfinger@sbcglobal.net,,List import
11121620,Inactive Investor,Chase Clark,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",chase.clark@lpl.com,,Salesforce
9587407,,Blp Zp,,,blp335zp21@protonmail.com,,List import
10646469,,Bert Palmer,,,bert.palmer@ubs.com,,List Import
10805031,Inactive Investor,Brian Hill,,LPL Financial LLC Jackson MS 4500 IH 55 N,brian.hill@lpl.com,,Salesforce
10768947,Inactive Investor,Michael Martone,,Commonwealth Financial Network Winchester MA 28 Church St,mmartone@commonwealth.com,,Salesforce
9546568,,Philip Mulholland,,,pcmulholland@gmail.com,,List import
11029166,Inactive Investor,Nathaniel Skelly,Chief Compliance Officer;Owner,Financial Pathway LLC,,,Salesforce
235017,, -,,[[Unknown]],nick.lumb83@gmail.com,,Paid Social
9612855,,Vlado Trotskyi,,,leveragee3@gmail.com,,List import
10986395,Inactive Investor,Andrew Macleod,,"Citizens Securities, Inc.",andrew.macleod@citizensbank.com,,Salesforce
10644650,,John Bastian,,,jbastian@rwbaird.com,,List Import
9596600,,Katherine Parker,,,kparker@monetagroup.com,,List import
10898245,Inactive Investor,Benjamin Roney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9645367,,Samuel Leyne,,,sleyne@enigma-securities.io,,List import
11139856,Inactive Investor,James Martin,,"First Palladium, LLC",,,Salesforce
11080891,Inactive Investor,Drew Kenavan,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",drew.kenavan@ml.com,,Salesforce
11034825,Inactive Investor,Gregg Newman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbia SC 121 Arrowwood Rd",gregg.c.newman@ampf.com,,Salesforce
9640209,,Dana Blydenburgh,,,dana.blydenburgh@lakelandgov.net,,List import
11085921,Inactive Investor,Mark Hendrix,,Cetera Advisor Networks LLC Olean NY 128 S Union St,mark.hendrix@ceteranetworks.com,,Salesforce
10811007,Inactive Investor,Angelo Tzinares,,State Farm VP Management Corp. Homewood IL 18141 Dixie Hwy,,,Salesforce
1001624,Inactive Investor,Joe Knecht,"Director, Investment Advisory Services",BMO Family Office,joseph.knecht@harrismycfo.com, +1 312 461 5615,Database Upload
11002616,Inactive Investor,Walter Davenport,Financial Advisor,"Equitable Advisors, LLC San Francisco CA 275 Battery St",walter.davenport@equitable.com,,Salesforce
11157354,Inactive Investor,Brandon Feaman,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",brandon.feaman@nm.com,,Salesforce
11137669,Inactive Investor,Trent Standard,Account Executive,Fisher Investments,,,Salesforce
60042,,Andrea Whitican,,"MML Investors Services, LLC",awhitican@financialguide.com,317-573-5100,
11204120,Inactive Investor,Charles Kuntz,,"Avantax Investment Services, Inc. Wheeler TX 111 W Texas Ave",,,Salesforce
183232,,Larry Hollis,,[Unknown],lhollis@wi.rr.com,,Content
9592010,,Maxime Paquin,,,maxime.paquin@gmail.com,,List import
11099553,Inactive Investor,Kyle Knigge,Investment Advisor,"Columbia Advisory Partners, LLC",kyle@capnorthwest.com,,Salesforce
11143035,Inactive Investor,Tyler Mccuen,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",tyler.mccuen@equitable.com,,Salesforce
11034035,Inactive Investor,John Peart,Investment Advisor Representative;Portfolio Manager,Acquire Consult LLC Laguna Niguel CA Private Residence,,,Salesforce
213961,,Jessica Choi,,[Unknown],soojungchoi0420@gmail.com,,source
10888731,Inactive Investor,Layne Miller,,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
10933029,Inactive Investor,Ethan Brown,Financial Advisor,Edward Jones Panama City Beach FL 14101 Panama City Beach Pkwy,ethan.brown@edwardjones.com,,Salesforce
82640,,Carlos Travieso,Financial Consultant,Thrivent Investment Management Inc.,carlos.travieso@thrivent.com,407-542-3986,
225261,,Jack McInerney,,[Unknown],renewalcoin@gmail.com,,source
10790956,Inactive Investor,Michael Fowler,Advanced Planning Director - Wealth Advisory Resources Group,Morgan Stanley Atlanta GA 5 Concourse Pkwy,michael.fowler@morganstanley.com,,Salesforce
11049808,Inactive Investor,Colleen Guzman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11056767,Inactive Investor,German Soto,,J.P. Morgan Securities LLC Los Angeles CA 10250 Santa Monica Blvd,german.soto@chase.com,,Salesforce
11217726,,Michael Skinner,,,michael.skinner@lpl.com,,List Import
11232085,Inactive Investor,Juliana Barba,,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,,,Salesforce
10845209,Inactive Investor,Luis Bautista,Financial Advisor,LPL Financial LLC Woodland CA 283 Main St,luis.bautista@lpl.com,,Salesforce
346164,,Sara Harlow,Client Relationship Manager,Northeast Investment Management Inc,sharlow@northeastinvest.com,617-523-3588,Manual List Upload
10487940,,Clayton Flathers,"Financial Advisor, President","Osaic Wealth, Inc.",clay@flatherswealth.com,,List Import
11019439,Inactive Investor,Ronald Schmidt,Wealth Advisor,LPL Financial LLC Dickinson ND 683 State Ave,ronald.schmidt@lpl.com,,Salesforce
10793969,Inactive Investor,Michael Price,Financial Advisor,Edward Jones Agoura Hills CA 30300 Agoura Rd,michael.price@edwardjones.com,,Salesforce
120536,,William Defreitas,,"Securities America Advisors, Inc.",william.defreitas@securitiesamerica.com,971-222-3610,
10830485,Inactive Investor,Jeannie Thao-Houane,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 800 Bering Dr",jeannie.thaohouane@ampf.com,,Salesforce
11149917,Inactive Investor,Andrew Hoysick,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,andrew.hoysick@ceterainvestors.com,,Salesforce
10787124,Inactive Investor,David Deblass,Financial Advisor,Edward Jones Williamsburg VA 360 McLaws Cir,david.deblass@edwardjones.com,,Salesforce
11120507,Inactive Investor,Nicholas Schroeder,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,nicholas.schroeder@fmr.com,,Salesforce
9643749,,Dan Kargarzadeh,,,dkargarzadeh@gmail.com,,List import
11027787,Inactive Investor,Ryan Miller,,"Osaic Wealth, Inc. Rochester NY 441 East Ave",,,Salesforce
10977991,Inactive Investor,Mitchell Roth,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,mitchell_roth@vanguard.com,,Salesforce
6632887,,WOZi Ullah,,,ullawozi494@gmail.com,,Web Form Fillout
9601345,,David Copeland,,,dcopeland@stratwealth.com,,List Import
11221377,,Matthew Grosser,,,grosserm@hallcapmgt.com,,List Import
10937695,Inactive Investor,Jacob Donlan,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,jacob.donlan@fmr.com,,Salesforce
10975642,Inactive Investor,Joshua Jackson,,J.P. Morgan Securities LLC Mount Gilead OH 16 N Main St,joshua.jackson@jpmorgan.com,,Salesforce
11098843,Inactive Investor,Kevin Kashi,,"Transamerica Financial Advisors, Inc Allentown PA 7540 Windsor Dr",kevin.kashi@tfaconnect.com,,Salesforce
10792599,Inactive Investor,John Evans,Financial Advisor,LPL Financial LLC Iowa City IA 500 S Clinton St,john.evans@lpl.com,,Salesforce
11228621,Inactive Investor,Emily Tomlinson-Walton,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11078842,Inactive Investor,Mason Morgan,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
9622436,,Christopher Troutman,,,christroutman1@gmail.com,,List import
11081090,Inactive Investor,David Hill,Managing Director - Investments,"Raymond James & Associates, Inc. Orlando FL 537 N Magnolia Ave",,,Salesforce
10798878,Inactive Investor,William Lowe,Private Wealth Advisor,"Ameriprise Financial Services, LLC Evanston IL 520 Main St",william.lowe@ampf.com,,Salesforce
10834471,Inactive Investor,David Christians,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Cloud MN 400 1st St S",david.christians@wellsfargo.com,,Salesforce
10468567,,David Stafford,,,sierrapoolservice1@yahoo.com,,Web Form Fillout
10827535,Inactive Investor,Philip Riley,Financial Advisor,Morgan Stanley Jackson MI 3101 Spring Arbor Rd,philip.riley@morganstanley.com,,Salesforce
11181544,Inactive Investor,William Barnes,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",billy.barnes@wfadvisors.com,,Salesforce
10753460,Inactive Investor,Naftoli Horowitz,Managing Director,Morgan Stanley Brooklyn NY Private Residence,mark.horowitz@morganstanleypwm.com,,Salesforce
9639354,,Matt Hoggarth,,,matt.hoggarth@thesis-plc.com,,List import
10995027,Inactive Investor,Paden Demuth,Financial Advisor;Investment Advisor,DHL Wealth Management LLC,,,Salesforce
10907355,Inactive Investor,David Turkovich,Financial Advisor,Edward Jones Somerset PA 102 E Main St,dave.turkovich@edwardjones.com,,Salesforce
10770018,Inactive Investor,Rebecca Rogers,Compliance Consultant,"Wells Fargo Clearing Services, LLC",rebecca.rogers@wellsfargoadvisors.com,,Salesforce
10800089,Inactive Investor,Mark Gilbert,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Fayetteville AR 217 E Dickson St",mark.a.gilbert@wellsfargoadvisors.com,,Salesforce
11165844,Inactive Investor,Richard Diregolo,Wealth Advisor,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,anthony.diregolo@lpl.com,,Salesforce
10978008,Inactive Investor,Mirabai Francois,Wealth Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9561132,,dustin call,,,saltlife.comtx@outlook.com,,List import
10769170,Inactive Investor,Christine Thornburg,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11169360,Inactive Investor,John White,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
235650,, -,,[[Unknown]],461383041@qq.com,,Organic Search
9604355,,Pravin Rao,,,pravin1979@yahoo.com,,List import
10793686,Inactive Investor,Anne Medori,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",anne.m.medori@ampf.com,,Salesforce
11036511,Inactive Investor,Jason Murtagh,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,jrmurtagh@ft.newyorklife.com,,Salesforce
11260377,Inactive Investor,Jane Hodgson,,LPL Financial LLC Cortland NY 141 Clinton Ave,jane.hodgson@lpl.com,,Salesforce
11012460,Inactive Investor,Jason Condon,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
10908179,Inactive Investor,Christine Woznicki,Senior Compliance Officer,Edward Jones New Braunfels TX Private Residence,christine.woznicki@edwardjones.com,,Salesforce
11175153,Inactive Investor,James Jordan,Senior Vice President,Stephens,jjordan@stephens.com,,Salesforce
9635376,,Maximilian Kort,,,max.kort@ihtwealth.com,,List import
184121,,Alex Stanyek,,[Unknown],poolfactoryny@yahoo.com,9187 952 8700,Other
10875875,Inactive Investor,Bobbi Bliss,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10901032,Inactive Investor,Josh Bradshaw,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,josh.bradshaw@jpmorgan.com,,Salesforce
11192052,Inactive Investor,Juliet Downey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,juliet.downey@fidelity.com,,Salesforce
223597,,Theresa Head,Investor Relations,"Marathon Partners Equity Management, LLC",theresa@marathonpartners.com,,
10907144,Inactive Investor,Camilla Corso,Chief Compliance Officer;Principal;Regulatory Contact,DHJJ Financial Advisors,ccorso@dhjj.com,,Salesforce
11202033,Inactive Investor,Bret Hamby,Chief Financial Officer;Chief Information Officer;Investment Manager;Partner,Vinoble Group,breth@vinoblegroup.com,,Salesforce
9561000,,George Loomis,,,gloomis@focusfinancial.com,,List import
2072105,,David Staub,,,staubdb@gmail.com,,
9567812,,Thang Nguyen Van,,,thanggialamcobi@gmail.com,,List import
9594510,,Brian Schmehil,,,b.schmehil@themathergroup.com,,List import
11171543,Inactive Investor,Russell Braun,Financial Advisor,Edward Jones Columbus TX 1515 Fannin St,russell.braun@edwardjones.com,,Salesforce
10857066,Inactive Investor,Joseph Tracy,,NYLIFE Securities LLC Palmetto Bay FL Private Residence,wtracy@ft.newyorklife.com,,Salesforce
10942464,Inactive Investor,Mark Ayers,Financial Advisor,Lincoln Investment,mayers@lincolninvestment.com,,Salesforce
11143375,Inactive Investor,Kelsey Wear,Financial Advisor;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",kcooper6@ml.com,,Salesforce
10900968,Inactive Investor,Elizabeth Bell,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10613591,,Christopher Matteo,"Financial Advisor, Senior Vice President - Wealth Management",,chris.matteo@ubs.com,,List Import
11038758,Inactive Investor,Gina Ellen,,"Sanford C. Bernstein & Co., LLC San Diego CA 4365 Executive Dr",,,Salesforce
11232623,Inactive Investor,Ashley Corcoran,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",ashley.corcoran@empower.com,,Salesforce
10876016,Inactive Investor,Benjamin Milder,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11126742,Inactive Investor,Eric Strand,Advisor;Managing Partner,Baldwin Brothers LLC,,,Salesforce
9623467,,Venkat Addula,,,venkatoubme@gmail.com,,List import
9596180,,Asha Joshi,,,ajoshi@payden.com,,List import
11192750,Inactive Investor,Thomas Banks,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",thomas.banks@wellsfargoadvisors.com,,Salesforce
11046767,Inactive Investor,David Brady,Financial Advisor,LPL Financial LLC Minden NV 1625 State Rte 88,dave.brady@lpl.com,,Salesforce
10877462,Inactive Investor,Whitney Ribbens,Portfolio Manager;Principal,"Chicago Wealth Management, Inc.",wharris@chicagowm.com,,Salesforce
11062649,Inactive Investor,Raul Resendez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11173104,Inactive Investor,Charles Harris,,Key Investment Services LLC Olympia WA 5400 Capitol Blvd SE,charles.harris@key.com,,Salesforce
10784597,Inactive Investor,Jyl Schaer,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Troy OH 51 S Stanfield Rd",jyl.schaer@wellsfargoadvisors.com,,Salesforce
9553099,,Toan Bao Thach,,,toanthach.trader@gmail.com,,List import
10917981,Inactive Investor,Michael Flaherty,Relationship Manager,"David Vaughan Investments, LLC",mflaherty@dviinc.com,,Salesforce
10862077,Inactive Investor,Brendan Slein,Financial Advisor,Edward Jones Salem NH 153 Main St,brendan.slein@edwardjones.com,,Salesforce
10834648,Inactive Investor,Jeremy Schwartz,Financial Advisor;Vice President,Morgan Stanley New York NY 1 Penn Plz,jeremy.schwartz@morganstanley.com,,Salesforce
10899042,Inactive Investor,Brian Buzun,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",brian.buzun@wellsfargoadvisors.com,,Salesforce
10923162,Inactive Investor,Jordan Fuller,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 7615 Colony Rd",,,Salesforce
10852755,Inactive Investor,Noemi Campos,Relationship Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",noemi.campos@ml.com,,Salesforce
11069004,Inactive Investor,Robert Vaughan,,"First Citizens Investor Services, Inc. Wilmington NC 8219 Market St",robert.vaughan@firstcitizens.com,,Salesforce
10946645,Inactive Investor,Jennifer Terflinger,,PFS Investments Inc. Overland Park KS 8500 W 110th St,jennifer.terflinger@primerica.com,,Salesforce
11124127,Inactive Investor,Fabiola Sardinha,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",fabiola_sardinha@ml.com,,Salesforce
10850420,Inactive Investor,Ryan Kinser,,"Raymond James Financial Services, Inc. Naples FL 4501 Tamiami Trl N",ryan.kinser@raymondjames.com,,Salesforce
11135162,Inactive Investor,Chad Cole,,Lincoln Investment,ccole@lincolninvestment.com,,Salesforce
215238,,William Deroche,Chief Investment Officer And Portfolio Manager,Agfiq,bill@ffcmllc.com,617-292-9804,Manual List Upload
10866703,Inactive Investor,William Ozga,,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",,,Salesforce
11161214,Inactive Investor,Patricia Peterson,,PFS Investments Inc. Mesa AZ 3707 E Southern Ave,patricia.peterson@primerica.com,,Salesforce
10785551,Inactive Investor,David Bormel,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",david_bormel@ml.com,,Salesforce
11050907,Inactive Investor,Charles Mclaren,Chief Executive Officer;President;Regulatory Contact,"BPS Capital Management, Inc.",mmclaren@bpscapital.com,,Salesforce
10851436,Inactive Investor,Lee Bosko,Financial Advisor,"Ameriprise Financial Services, LLC Holland MI 983 Lincoln Ave",lee.bosko@ampf.com,,Salesforce
10905837,Inactive Investor,Julianne Joly,,Cetera Advisor Networks LLC Newport RI Private Residence,,,Salesforce
10916075,Inactive Investor,Liszt Wong,,"Raymond James Financial Services, Inc. Saint Petersburg FL 547 1st St S",liszt.wong@raymondjames.com,,Salesforce
11088309,Inactive Investor,George Balboa,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",george_balboajr@ml.com,,Salesforce
11122448,Inactive Investor,Jamie Sherr,,Gilder Gagnon Howe & Co. LLC,jsherr@gghc.com,,Salesforce
11130503,Inactive Investor,Deborah Kanner,,"Valley Financial Management, Inc.",deborahkanner@leumiusa.com,,Salesforce
11165824,Inactive Investor,Jason Passarell,,"Allstate Financial Services, LLC Salisbury MD 256 Tilghman Rd",jasonpassarell@allstate.com,,Salesforce
11001809,Inactive Investor,Nichole Eley,,PFS Investments Inc. Overland Park KS 8500 W 110th St,ntillman@primerica.com,,Salesforce
1001249,Inactive Investor,Zac McClure,,TokenTax,zachary.mcclure@gmail.com,,3rd Party Lead Gen
9633165,,Greg Kaepp,,,gkaepp@yahoo.com,,List import
11069217,Inactive Investor,Melida Terrazas,,"Farmers Financial Solutions, LLC Berwyn IL 6729 26th St",,,Salesforce
11205471,Inactive Investor,Gaffar Chowdhury,,"MML Investors Services, LLC Washington DC 800 Maine Ave SW",gchowdhury@financialguide.com,,Salesforce
10928799,Inactive Investor,Carol McMurdy,,PFS Investments Inc. Newburgh NY 1662 Rte 300,carol.mcmurdy@primerica.com,,Salesforce
9591000,,James Phoon,,,jphoon@blackrock.com,,List import
11077306,Inactive Investor,Blake Bunjovac,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,blake.bunjovac.vabs7z@statefarm.com,,Salesforce
10993405,Inactive Investor,Haroutyun Galajian,,J.P. Morgan Securities LLC Beverly Hills CA 8500 Wilshire Blvd,haroutyun.galajian@chase.com,,Salesforce
9569792,,Guy Deemer,,,guy.deemer@deemerwealthmanagement.com,,List import
11051911,Inactive Investor,Jared Goodin,,Cetera Advisors LLC Oakhurst CA 40258 Hwy 41,jared.goodin@ceteraadvisors.com,,Salesforce
11210865,Inactive Investor,Laura Ebersole,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11091978,Inactive Investor,Michael Grimm,,"Wells Fargo Clearing Services, LLC",michael.grimm@wfafinet.com,,Salesforce
11170332,Inactive Investor,Mynoon Doro,Senior International Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",mynoon_doro@ml.com,,Salesforce
9583003,,?? ?,,,1453601022@qq.com,,List import
10786586,Inactive Investor,Kristin Loveland,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,kristin.loveland@us.hsbc.com,,Salesforce
11239945,,John Lederer,,,johnlederer@protonmail.com,,Web Form Fillout
11011563,Inactive Investor,Jordan Nakao,,"Northwestern Mutual Investment Services, LLC Reno NV 200 S Virginia St",jordan.nakao@nm.com,,Salesforce
10753766,Inactive Investor,Angela Anderson,Financial Advisor;Retirement Benefits Specialist;Vice President,"Equitable Advisors, LLC Akron OH 3572 S Arlington Rd",angela.anderson@equitable.com,,Salesforce
9595999,,Allison Tronnes,,,atronnes@forumfin.com,,List import
10618503,,Andrew Palmer,,,andrew.palmer@ubs.com,,List Import
9554827,,Anthony Kettle,,,antkettle@gmail.com,,List import
11183943,Inactive Investor,Larry Harvey,Chief Executive Officer;Founder;Managing Member;President;Regulatory Contact,"HFG Wealth Management, LLC",larry@hfgwm.com,,Salesforce
10852218,Inactive Investor,Jason Eliason,Partner,"Waller Financial Planning Group, Inc.",jeliason@waller.com,,Salesforce
10696451,,Josh Nigg,,"Principal Securities, Inc",nigg.josh@principal.com,,List Import
11060616,Inactive Investor,Robert Warren,,"Osaic Wealth, Inc. Fresno CA 7110 N Fresno St",,,Salesforce
10640907,,benny jay,,,loantemple@aol.com,,Web Form Fillout
9604051,,DAVID YATES,,,dyates@wisdomtree.com,,List import
9586248,,Vana Koutsomitis,,,vana.koutsomitis@morganstanley.com,,List import
10761780,Inactive Investor,Karen Bostwick,Shareholder,"Packerland Brokerage Services, Inc.",karen_bostwick@packerlandbrokerage.com,,Salesforce
145293,,Sultan Almehmmadi,,[Unknown],sultanalmehmmadi@gmail.com,,source
9621043,,frank farr,,,deshka_99@yahoo.com,,List import
222999,,Graham Dewart,,[Unknown],grahamdewart@gmail.com,3176907092,Organic Search
10915353,Inactive Investor,Amanda Mendez,,"Northwestern Mutual Investment Services, LLC Paramus NJ 80 W Century Rd",amanda.mendez@nm.com,,Salesforce
10789472,Inactive Investor,Andrew McGlynn,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
343947,,Susan Zimmerman,Managing Director,Boston Financial Management Llc,susanz@bostonfinancialmanagement.com,617-338-8108,Manual List Upload
10809826,Inactive Investor,Steven Kelty,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",steve_kelty@ml.com,,Salesforce
46020,,John Goldman,,"MML Investors Services, LLC",johngoldman@financialguide.com,607-734-7194,
368050,,Lifang Niu-Brown,Other,,lifang.niu.brown@fmr.com,18177937469,Webinar
11033755,Inactive Investor,Steven Enna,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,senna@eaglestrategies.com,,Salesforce
11149997,Inactive Investor,Michael Carbino,,LPL Financial LLC Darien CT 320 Post Rd,mike.carbino@lpl.com,,Salesforce
10863915,Inactive Investor,Alecia Mckay-Jones,Financial Advisor,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",alecia.mckay-jones@rbc.com,,Salesforce
10873844,Inactive Investor,Willie Herbert,District Leader,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,willie.herbert@primerica.com,,Salesforce
9578336,,Brian Mikkelson,,,brianpools1@gmail.com,,List import
99099,,Daniel Djaja,,Pro Energi,daniel@proenergi.com,(628) 118-4325,
11074923,Inactive Investor,Isabella Cozad,,Morgan Stanley Miami FL 200 S Biscayne Blvd,isabella.toruno@morganstanley.com,,Salesforce
11153287,Inactive Investor,Grant Chaney,Advisor;Financial Advisor,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",grant.chaney@rbc.com,,Salesforce
152242,,Craig Watson,,[Unknown],craigwatson292@gmail.com,,Organic Search
11192910,Inactive Investor,Mark Brown,Branch Manager;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Duluth MN 11 E Superior St,mark.r.brown@morganstanley.com,,Salesforce
11077964,Inactive Investor,Noah Bischoff,,Fidelity Brokerage Services LLC,,,Salesforce
9603271,,Ryan Marcus,,,ryanhmarcus@gmail.com,,List import
11104110,Inactive Investor,Robert Martin,,"Allstate Financial Services, LLC Warren OH 2017 Elm Rd NE",robmartin@allstate.com,,Salesforce
9543750,,Ann Borders,,,annborders@gmail.com,,List import
11053753,Inactive Investor,William Rivera,,PFS Investments Inc. Largo FL 7500 Ulmerton Rd,william.rivera@primerica.com,,Salesforce
9555693,,kyle rose,,,kwrmisc1@gmail.com,,List import
11124405,Inactive Investor,Reynaldo Curva,,J.P. Morgan Securities LLC Orlando FL 450 S Orange Ave,reynaldo.curva@jpmorgan.com,,Salesforce
83215,,Louis Wetmore,,"Beckley, Whitener & Wetmore Wealth Advisors",louis@bwwwa.com,(828) 612-0415,Organic Search
11207782,Inactive Investor,Amy Oliver,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,amy.n.oliver@ubs.com,,Salesforce
11105196,Inactive Investor,Maribel Estep,,J.P. Morgan Securities LLC Mansfield OH 1331 Park Ave W,maribel.estep@jpmorgan.com,,Salesforce
11042720,Inactive Investor,John Martin,,LPL Financial LLC Greensburg PA Private Residence,jdmartin@lpl.com,,Salesforce
9625145,,Max Guglielmucci,,,maxg911b@bigpond.com,,List import
10846447,Inactive Investor,Marlene Lueth,,Key Investment Services LLC,marlene_a_lueth@kisinvestments.com,,Salesforce
10614784,,Jennifer Segura,"Family Wealth Advisor, Financial Advisor, Investment Management Consultant, Senior Vice President",,jennifer.segura@morganstanley.com,,List Import
10930418,Inactive Investor,David Malone,,"Blackridge Asset Management, LLC Saint Louis MO 111 W Port Plz",,,Salesforce
341927,,John Lemay,Member,Blue Point Capital Partners Llc,jlemay@bluepointcapital.com,216-535-4700,Manual List Upload
10768997,Inactive Investor,Percival Livingstone,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,percival.livingstone@primerica.com,,Salesforce
9542492,,Maxence Guillois,,,maxence.guillois972@gmail.com,,List import
10785923,Inactive Investor,Noah Berryman,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Salem OR 500 Liberty St SE",noah.berryman@wellsfargoadvisors.com,,Salesforce
10985251,Inactive Investor,Mika Grasso,,"Zions Direct, Inc. El Segundo CA 200 N Pacific Coast Hwy",,,Salesforce
9591906,,Carol K,,,carolkbusiness@gmail.com,,List import
10836375,Inactive Investor,Katie Clark,,"The Leaders Group, Inc.",katie@leadersgroup.net,,Salesforce
11178028,Inactive Investor,Alberto Miranda,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,alberto_miranda@vanguard.com,,Salesforce
11096566,Inactive Investor,Acia Castle,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,acia.castle@fidelity.com,,Salesforce
11011438,Inactive Investor,Lee Mays,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,lmays.502ne@primerica.com,,Salesforce
11138090,Inactive Investor,Angelica Virtucio,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",angelica.virtucio@ml.com,,Salesforce
4919,,Wisanu? Maporn?,,Makkasan?,newjackmakkasan@gmail.com,(064) 248-2474,Paid Social
11221037,,Thomas Kozlowski,,,tkozlowski@wealthenhancement.com,,List Import
11037862,Inactive Investor,Joseph Martinelli,,J.P. Morgan Securities LLC Naperville IL 1455 N Naper Blvd,joseph.martinelli@jpmorgan.com,,Salesforce
11150629,Inactive Investor,Sean Engles,,J.P. Morgan Securities LLC,,,Salesforce
11089639,Inactive Investor,David Field,,"Osaic FA, Inc. Baton Rouge LA 6709 Perkins Rd",david.field@lfg.com,,Salesforce
10951768,Inactive Investor,Brian McKoy,Principal,"MML Investors Services, LLC Danbury CT Private Residence",,,Salesforce
10846415,Inactive Investor,Asma Marinaccio,,Citigroup Global Markets Inc.,asma.marinaccio@citigroup.com,,Salesforce
10913461,Inactive Investor,Charlaine Ward,,Fidelity Brokerage Services LLC,charlaine.hayes@fidelity.com,,Salesforce
10837749,Inactive Investor,William Verhagen,Senior Advisor,Commonwealth Financial Network Palm Coast FL 4 Concord Pl,wverhagen@commonwealth.com,,Salesforce
11005107,Inactive Investor,Kimberly Vilhauer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",kimberly.vilhauer@tdameritrade.com,,Salesforce
11166371,Inactive Investor,Paul Johnston,Director,Thrivent Investment Management Inc.,paul.johnston@thrivent.com,,Salesforce
11139771,Inactive Investor,Joshua Ruland,Financial Advisor Trainee,Edward Jones Plainfield IL 24012 W Main St,joshua.ruland@edwardjones.com,,Salesforce
11002811,Inactive Investor,Jalyn Robertson,,J.P. Morgan Securities LLC Prince Frederick MD 55 Stoakley Rd,jalyn.robertson@jpmorgan.com,,Salesforce
11046068,Inactive Investor,Robert Campbell,Managing Partner,CedarLine Capital,,,Salesforce
10940946,Inactive Investor,Larry Shippee,,"Osaic Wealth, Inc. Chicago IL 53 W Jackson Blvd",,,Salesforce
11099936,Inactive Investor,Calvin Rose,Chief Investment Officer;Member,Clear Capital Management LP,,,Salesforce
11198156,Inactive Investor,Mitat Lika,Investment Advisor Representative,"Gradient Securities, LLC Holbrook NY 751 Coates Ave",,,Salesforce
11061599,Inactive Investor,Melanie Hendrix,Financial Consultant,Thrivent Investment Management Inc. Mauldin SC 2 Winchester Ct,melanie.hendrix@thrivent.com,,Salesforce
238026,, -,,[[Unknown]],mikecov06@gmail.com,,Advertising
10719458,,Luciana Pimentel,,,luciana.pimentel@ice.com,,Web Form Fillout
10914140,Inactive Investor,Barak Hurvitz,,Evercore Group L.L.C.,,,Salesforce
10908487,Inactive Investor,Aaron Newman,,Cetera Investment Services LLC Atlanta GA 2300 Windy Ridge Pkwy SE,austin.newman@ceterainvestors.com,,Salesforce
10843148,Inactive Investor,John Padgett,,B. Riley Wealth Management Neptune NJ 3301 State Rte 66,jpadgett@brileywealth.com,,Salesforce
10867070,Inactive Investor,Nicole Hughes,Senior Vice President,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,nicole.hughes@primerica.com,,Salesforce
11026051,Inactive Investor,Hai Huynh,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,hhuynh@primerica.com,,Salesforce
9592803,,Chulho Kim,,,200kimch@gmail.com,,List import
10837586,Inactive Investor,Darlene Beck,Senior Client Service Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,darlene.beck@morganstanley.com,,Salesforce
9600135,,Robert Hildreth,,,rhildreth@rhvested.com,,List import
163653,,bob appleman,,[Unknown],jnj199088@gmail.com,,Organic Search
11162641,Inactive Investor,Ryan Schmidt,Financial Advisor,Edward Jones Peru IN 135 N Broadway,ryan.schmidt@edwardjones.com,,Salesforce
11048565,Inactive Investor,Leif Fry,Senior Vice President - Wealth Management,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,leif.fry@ubs.com,,Salesforce
10929889,Inactive Investor,Andrew Schlafer,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,,,Salesforce
338237,,Adam Benson,"Managing Partner, Portfolio Manager, analyst",Summit Creek Advisors,abenson@sumcreek.com,612-746-8990,Manual List Upload
9589572,,Robert Brown,,,robobrown@gmail.com,,List import
9578538,,Adawna Ruthart,,,adawna.ruthart@suntrust.com,,List import
10876221,Inactive Investor,William Farber,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 100 Pringle Ave",william.a.farber@ampf.com,,Salesforce
10830395,Inactive Investor,Michael McIlvoy,Financial Advisor,Edward Jones Oklahoma City OK 1402 S Post Rd,ryan.mcilvoy@edwardjones.com,,Salesforce
10990279,Inactive Investor,Stephen Nickel,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",stephen.nickel@nm.com,,Salesforce
10862015,Inactive Investor,To Lee,,PFS Investments Inc. Valencia CA 27201 Tourney Rd,to.lee@primerica.com,,Salesforce
10662008,,Charles Shinneman,,,charlie@shinnemanwg.com,,List Import
10773755,Inactive Investor,Connie Witmer,,PFS Investments Inc. Merrillville IN 7863 Broadway,connie.witmer@primerica.com,,Salesforce
10907317,Inactive Investor,Neal Campagna,Financial Consultant,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",neal.campagna@equitable.com,,Salesforce
9590530,,roshan n,,,littlekid440@gmail.com,,List import
10804958,Inactive Investor,Thomas O'Connell,,J.P. Morgan Securities LLC Cornelius NC 19501 Jetton Rd,thomas.x.oconnell@chase.com,,Salesforce
10803706,Inactive Investor,Taylor Salisbury,,LPL Financial LLC Irvine CA 2040 Main St,taylor.salisbury@lpl.com,,Salesforce
10974731,Inactive Investor,Raymond Slaton,,"Farmers Financial Solutions, LLC San Angelo TX 2433 College Hills Blvd",,,Salesforce
10970105,Inactive Investor,Brian Miller,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11211270,Inactive Investor,Ute Riley,,"Wells Fargo Clearing Services, LLC Riverview FL 13140 US Hwy 301 S",ute.riley@wellsfargoadvisors.com,,Salesforce
10879781,Inactive Investor,Jonathan King,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10970887,Inactive Investor,Adam Doerr,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,,,Salesforce
10857380,Inactive Investor,Jose Batalla,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,jose.batalla@primerica.com,,Salesforce
9594720,,Steven Sanders,,,ssanders@stoneridgeinvestments.com,,List import
11081636,Inactive Investor,Christopher McClure,Financial Planner;Private Wealth Advisor,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",chris.mcclure@lfg.com,,Salesforce
9566375,,Zachary Oyer,,,zoyer@fcgadvisors.com,,List import
11069132,Inactive Investor,Gregory Kotecki,Financial Advisor,Commonwealth Financial Network Orchard Park NY 6195 W Quaker St,gkotecki@commonwealth.com,,Salesforce
338565,,Jeffrey Kovach,Senior Managing Director,"Beacon Capital Partners, Llc",jkovach@beaconcapital.com,617-457-0400,Manual List Upload
341136,,Mark Jennings,,[Unknown],mark.jennings@vcpapex.com,,
9575871,,Jutarat Kamsee,,,jutaratkamsee@protonmail.com,,List import
9578748,,Howard Fields,,,hfields569@aol.com,,List import
9624495,,Robert Chen,,,robert.chen@morganstanley.com,,List import
10955603,Inactive Investor,Robert Keilin,Chief Compliance Officer;Lead Advisor;Managing Member;Principal,"Signal Financial Planning, LLC Issaquah WA Private Residence",,,Salesforce
11100966,Inactive Investor,Larry Saxby,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",larry.s.saxby@wellsfargoadvisors.com,,Salesforce
11124738,Inactive Investor,Uma Murthy,,Stonex Securities Inc. Frankfort IL 665 Brookside Ln,uma.murthy@saswealth.com,,Salesforce
11086972,Inactive Investor,Matthew Rainey,,"Allstate Financial Services, LLC Urbandale IA 11131 Plum Dr",,,Salesforce
10837223,Inactive Investor,Leo Schlangen,Financial Advisor,LPL Financial LLC Saint Michael MN 403 Central Ave E,leo.schlangen@lpl.com,,Salesforce
10810546,Inactive Investor,Jennifer Ramphal,Senior Registered Associate,Morgan Stanley Easton PA 101 Larry Holmes Dr,jennifer.ramphal@morganstanley.com,,Salesforce
10997350,Inactive Investor,Jose Cabrera,,J.P. Morgan Securities LLC New York NY 770 Lexington Ave,jose.cabrera@jpmorgan.com,,Salesforce
9541886,,Garry Giles,,,notagator@gmail.com,,List import
10755819,Inactive Investor,Margaret Beggs Towle,,"Wealth Enhancement Brokerage Services, LLC",mbeggs@wealthenhancement.com,,Salesforce
11119289,Inactive Investor,Bryan Helgeson,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,bryanhelgeson@statefarm.com,,Salesforce
225458,,wilfred -,,OKCoin,wdaye01@gmail.com,,Initial Salesforce Import
10862148,Inactive Investor,Christopher Ervin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shawnee KS 22425 W 66th St",christopher.w.ervin@ml.com,,Salesforce
7524329,,yut dara,,,wipayid513@djpich.com,,Web Form Fillout
10845824,Inactive Investor,Michael Selvitella,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",michael.selvitella@schwab.com,,Salesforce
10944895,Inactive Investor,Mark Puk,,LPL Financial LLC West Orange NJ 622 Eagle Rock Ave,,,Salesforce
4728705,,bill paul,,,tjxjxcsl@spacehotline.com,,Web Form Fillout
11098161,Inactive Investor,Linda Sweeney,,"TastyTrade, Inc.",,,Salesforce
220138,,Josh Kennington,,[Unknown],joshkennington@yahoo.com,,
10773122,Inactive Investor,Scott Blanche,Senior Resident Director - Wealth Management;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",scott_blanche@ml.com,,Salesforce
9611503,,Clem Agl,,,clementaglpro@gmail.com,,List import
10841660,Inactive Investor,John Mezzasalma,Chief Compliance Officer;Managing Member;Managing Partner;Member,Mezzasalma Advisors,john@mezzcpa.com,,Salesforce
11101699,Inactive Investor,Rocio Branz,,J.P. Morgan Securities LLC Houston TX 1490 Eldridge Pkwy,rocio.suarez@jpmorgan.com,,Salesforce
10778661,Inactive Investor,David Obst,,"Northern Trust Securities, Inc. Fort Lauderdale FL 1100 E Las Olas Blvd",obst.david@ntrs.com,,Salesforce
11180197,Inactive Investor,Dane King,Financial Advisor,Edward Jones Gonzales TX 1608 E Sarah Dewitt Dr,dane.king@edwardjones.com,,Salesforce
100947,,Andrew Moak,,"Moak Law Firm, LLC",andrew.moak@gmail.com,2059108787,Organic Search
11169731,Inactive Investor,Timothy Portelance,,"Steward Partners Investment Solutions, LLC Mooresville NC 125 E Plaza Dr",,,Salesforce
10921541,Inactive Investor,Jason Robinson,Financial Advisor,Edward Jones Kirksville MO 1300 Country Club Dr,jason.robinson2@edwardjones.com,,Salesforce
9569833,,Jason Goncz,,,goncz_jason@nlvmail.com,,List import
10658559,,Joseph Cipolla,,,joseph.cipolla@primerica.com,,List Import
11073606,Inactive Investor,Geoffrey Schroeder,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Shrewsbury NJ 1030 Broad St,geoffrey.p.schroeder@morganstanley.com,,Salesforce
47013,,John Bartimoccia,Financial Professional,"Voya Financial Advisors, Inc.",john.bartimoccia@ingfa.com,,
11109860,Inactive Investor,Richard Groff,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1105 Hammond Dr",rick.groff@schwab.com,,Salesforce
11145489,Inactive Investor,Vyvyann Wong,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",vyvyann.tran@valic.com,,Salesforce
10977842,Inactive Investor,Rajshree Hillstrom,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",rajshree.hillstrom@equitable.com,,Salesforce
10920535,Inactive Investor,Robert Robinson,Chief Compliance Officer;Member,"Confidant Financial Solutions, LLC",bob@confidantfs.com,,Salesforce
11104820,Inactive Investor,Andrew Ziskin,Partner,"Equitable Advisors, LLC Woodland Hills CA 6300 Canoga Ave",andrew.ziskin@equitable.com,,Salesforce
10644392,,Wenli Tan,,,wtan@mesirowfinancial.com,,List Import
11091646,Inactive Investor,Michael Anderson,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",,,Salesforce
9595010,,Claudio Ehrenhaus,,,klausnet2020@hotmail.com,,List import
9562560,,Michael -,,,mlbsheret@gmail.com,,List import
11148618,Inactive Investor,David Caccese,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",david.caccese@rbc.com,,Salesforce
10919020,Inactive Investor,Jason Hunt,Financial Advisor,Edward Jones Bellefontaine OH 2315 S Main St,jason.hunt@edwardjones.com,,Salesforce
11125712,Inactive Investor,Robert Hamlin,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",robert.hamlin@nm.com,,Salesforce
9604211,,Brian Felshaw,,,brian@capstonewealthadvisors.com,,List import
10719763,,EDSON LUIZ,,,edsonjoseluiz11@gmail.com,,Web Form Fillout
11074114,Inactive Investor,Julio Senior,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",julio.senior@equitable.com,,Salesforce
10920491,Inactive Investor,Paul Curtman,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;President,P.R. Curtman Investments LLC,,,Salesforce
10859591,Inactive Investor,Thomas Pfeiffer,,PFS Investments Inc. Kent OH 4030 State Rte 43,thomas.pfeiffer@primerica.com,,Salesforce
10784538,Inactive Investor,Carol Dahl,Financial Advisor,Citigroup Global Markets Inc. Hewlett NY 1316 Broadway,carol.dahl@citigroup.com,,Salesforce
9582584,,Cristina Rich,,,c.rich@fi.com,,List import
10852546,Inactive Investor,Alexander Wordsworth,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Greenville NC 223 Commerce St",alex.wordsworth@wellsfargoadvisors.com,,Salesforce
10951396,Inactive Investor,Joey Fenderson,,"Bankers Life Securities, Inc. Augusta ME 442 Civic Center Dr",joey.fenderson@bankerslife.com,,Salesforce
11152466,Inactive Investor,Mark Felt,,Commonwealth Financial Network Wakefield MA 500 Edgewater Dr,mfelt@commonwealth.com,,Salesforce
9607152,,logan logan,,,deanlaughing@gmail.com,,List import
11084212,Inactive Investor,Kent Von Der Vellen,,Cetera Advisors LLC Bay Village OH 27310 W Oviatt Rd,,,Salesforce
10992281,Inactive Investor,Charles Lechner,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
211363,,June Silverberg,President,Silverberg Associates,june@silverbergassociates.net,,Content
11047812,Inactive Investor,Lottie Barcus,Financial Professional,"MML Investors Services, LLC Greencastle IN Private Residence",lbarcus@financialguide.com,,Salesforce
141979,,Muhammad Wasim,,[Unknown],wasimshahzad09@gmail.com,,source
10796838,Inactive Investor,Ruse Brown,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wichita KS 1635 N Waterfront Pkwy,ruse.brown@ubs.com,,Salesforce
3322808,,Damián isidro Guzman hernandez,,,damianisidrog@gmail.com,,Web Form Fillout
11189330,Inactive Investor,Webster Lehmann,Financial Advisor;Investment Advisor Representative,LPL Financial LLC West Des Moines IA 6600 Westown Pkwy,tad.lehmann@lpl.com,,Salesforce
9632072,,Long Nguyen,,,long.b.nguyen@gmail.com,,List import
9607959,,Ruchit Mehta,,,anotherruchit@gmail.com,,List import
10948243,Inactive Investor,Matthew Trevethan,Private Client Associate,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,mtrevethan@janney.com,,Salesforce
10824540,Inactive Investor,Beth Lofgren,Financial Advisor,Edward Jones Chattanooga TN 1726 Gunbarrel Rd,beth.lofgren@edwardjones.com,,Salesforce
10787955,Inactive Investor,Mark Payne,First Vice President - Investments,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",mark.payne@raymondjames.com,,Salesforce
10782650,Inactive Investor,Christopher Esser,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_esser@vanguard.com,,Salesforce
11115200,Inactive Investor,Michael Schwarzberg,,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2385 NW Executive Center Dr",michael.schwarzberg@wfafinet.com,,Salesforce
10950618,Inactive Investor,Christopher Rykwalder,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11120048,Inactive Investor,Noel Sawada,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",noel.h.sawada@ampf.com,,Salesforce
11147955,Inactive Investor,Wesley Tate,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Marco Island FL Private Residence,wesley.tate@ubs.com,,Salesforce
11118175,Inactive Investor,Richard Blockson,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,rblockson@ft.newyorklife.com,,Salesforce
11154524,Inactive Investor,Jeffrey Fehrmann,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",jeffrey.fehrmann@valic.com,,Salesforce
11150432,Inactive Investor,Seth Hauser,Financial Advisor;Financial Planning Specialist,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,seth.hauser@morganstanley.com,,Salesforce
10805435,Inactive Investor,Lon Friesth,,Thrivent Investment Management Inc. Johnston IA 8797 NW 54th Ave,lon.friesth@thrivent.com,,Salesforce
9622752,,Elda Plancher,,,biandara250@hotmail.com,,List import
9605148,,Matthew Miller,,,chogf15@gmail.com,,List import
1002761,Inactive Investor,Mary Harada,CCO & CFO,RWN Management,mharada@rwnmgmt.com, +1 212 920 3120,
10906804,Inactive Investor,David Dlugacz,Financial Planner;Financial Professional,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",david.dlugacz@prudential.com,,Salesforce
10909168,Inactive Investor,Steven Rider,,State Farm VP Management Corp. Newark OH 23 Forry St,stevenrider@statefarm.com,,Salesforce
9601269,,seth silcock,,,seth@mononwealth.com,,List import
9563329,,Andrew Thanalertvisuti,,,andrew.thana@gmail.com,,List import
9556666,,James Thomas,,,james.thomas@securitiesamerica.com,,List import
9632887,,Lauren Lesser,,,lauren.lesser@spglobal.com,,List import
10613510,,Kevin O'Leary,"Financial Advisor, Managing Director - Wealth Management",,kevin.oleary@ubs.com,,List Import
9615859,,Jamie McLean,,,jamie.mclean.84@gmail.com,,List import
10662252,,Jenny Boyke,,,jboyke@kovitz.com,,List Import
11056400,Inactive Investor,Girma Logbicho,,PFS Investments Inc. Las Vegas NV 7955 W Sahara Ave,glogbicho@primerica.com,,Salesforce
333319,,Josh Rowe,,WMS Partners,jrowe@wms-partners.com,,Manual List Upload
1004462,Inactive Investor,Aaron Zimmerman,,Aaron Zimmerman,aaron.zimmerman@sculptor.com,,3rd Party Lead Gen
10995219,Inactive Investor,Sargon Danous,,"Fortune Financial Services, Inc. Tustin CA 14451 Chambers Rd",,,Salesforce
10648146,,Timothy Keating,,,tim@keatingwealth.com,,List import
9591320,,Vatsal Ponda,,,vatsalponda@gmail.com,,List import
11084582,Inactive Investor,Leslie Walters,Branch Manager,Morgan Stanley Tacoma WA 1301 A St,leslie.walters@morganstanley.com,,Salesforce
9588950,,Helen Richards,,,helen.richards@pembertonam.com,,List import
11126922,Inactive Investor,Robert Gowan,,"Allstate Financial Services, LLC Beaumont TX 5090 Eastex Fwy",mattgowan@allstate.com,,Salesforce
11013068,Inactive Investor,Henry Lape,,J.P. Morgan Securities LLC Huntington NY 350 Main St,henry.lape@jpmorgan.com,,Salesforce
10991071,Inactive Investor,Shannon Wayne,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10756628,Inactive Investor,Peter May,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10782255,Inactive Investor,Diana Freeburg,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,diana.freeburg@ubs.com,,Salesforce
10886439,Inactive Investor,Martin Altimore,,"MSA Capital Management, PLLC Fair Oaks Ranch TX 7215 Chartwell Cir",,,Salesforce
10917420,Inactive Investor,Dale Sales,,NYLIFE Securities LLC Centerville IA 1900 S 18th St,desales@ft.newyorklife.com,,Salesforce
11115373,Inactive Investor,Lisa Preston,Regional Vice President,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,lisadianepreston@primerica.com,,Salesforce
11014786,Inactive Investor,Christopher Dirocco,,"Bankers Life Securities, Inc. San Diego CA 16855 W Bernardo Dr",christopher.dirocco@bankerslife.com,,Salesforce
10933586,Inactive Investor,Robert Kellner,,Cetera Investment Services LLC Jersey City NJ 895 Bergen Ave,robert.kellner@ceterais.com,,Salesforce
9614028,,George Ashkar,,,george@fortresscapitalinc.com,,List import
11120618,Inactive Investor,Courtney Tushaus,,J.P. Morgan Securities LLC New York NY 277 Park Ave,courtney.tushaus@jpmorgan.com,,Salesforce
10815865,Inactive Investor,Mike Hauser,Financial Advisor,LPL Financial LLC Saint Louis MO 12813 Flushing Meadows Dr,mike.hauser@lpl.com,,Salesforce
11236604,Inactive Investor,Murrell Winter,Investment Advisor Representative,"Second Half Financial Partners, LLC",murrell@secondhalfteam.com,,Salesforce
10856304,Inactive Investor,Steven Carlock,,"Raymond James Financial Services, Inc. South Bend IN 17636 State Road 23",steve.carlock@raymondjames.com,,Salesforce
9572869,,Vivek Gidumal,,,vgidumal@bamfunds.com,,List import
11104237,Inactive Investor,A. Mackenzie Waggaman,Vice President,American Investment Services Inc,,,Salesforce
3438694,Inactive Investor,Gary Pzegeo,,CIBC Private Wealth,gpzegeo@cibc.com,(617) 357-9600,Database Upload
10995786,Inactive Investor,Yarissa Lora Sanchez,,J.P. Morgan Securities LLC Bronx NY 66 E Kingsbridge Rd,yarissa.lora-sanchez@jpmorgan.com,,Salesforce
9613893,,William Bethea,,,skipbethea@gmail.com,,List import
10966567,Inactive Investor,Christopher Siegl,Financial Advisor,"Valeo Financial Advisors, LLC",chris.siegl@valeofinancial.com,,Salesforce
10987012,Inactive Investor,Jerry Neal,,"Everstar Asset Management, LLC Cornelius NC Private Residence",,,Salesforce
11216976,,Kathryn Genovese,,,kgenovese@janney.com,,Other
10821724,Inactive Investor,Deanna Conerly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel IN 11530 Illinois St",deanna.conerly@ml.com,,Salesforce
11120763,Inactive Investor,Chi-Huey Huang,,NYLIFE Securities LLC Cupertino CA Private Residence,crhuang@ft.newyorklife.com,,Salesforce
11074925,Inactive Investor,Ian Morton,Financial Advisor;Financial Planner;Portfolio Manager,Morgan Stanley Boca Raton FL 1801 N Military Trl,ian.morton@morganstanley.com,,Salesforce
7640165,,Michelle Xu,,,xumichelle90@gmail.com,,Web form fillout
10891599,Inactive Investor,Justin Bennett,,Park Avenue Securities LLC Little Silver NJ 518 Prospect Ave,justin_bennett@glic.com,,Salesforce
10775590,Inactive Investor,Brian Futch,,"Truist Investment Services, Inc. Durham NC 125 Sherron Rd",brian.futch@truist.com,,Salesforce
237378,, -,,[[Unknown]],easkistanbul@gmail.com,,
9596776,,Cao vinh,,,vinhfalcao@gmail.com,,List import
11139386,Inactive Investor,Ryan Moll,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Visalia CA 212 E Main St",ryan.p.moll@ml.com,,Salesforce
11084711,Inactive Investor,Joseph Kowalczyk,,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",joseph.kowalczyk@prudential.com,,Salesforce
10934197,Inactive Investor,Jocelyne Sandoval,Premier Banker,"Wells Fargo Clearing Services, LLC Upland CA 1919 N Campus Ave",jocelyne.sandoval@wellsfargo.com,,Salesforce
9550530,,Michael Fowler,,,mikefowler@synovus.com,,List import
11139499,Inactive Investor,Lauren Murk,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,lauren.murk@fmr.com,,Salesforce
11106453,Inactive Investor,Nicole Kittelson,,"Allstate Financial Services, LLC Chandler AZ 565 W Chandler Blvd",nicolekittelson@allstate.com,,Salesforce
9641123,,Sulmaan Hanif,,,sulmaan@gmail.com,,List import
10946226,Inactive Investor,Antony Muthangya,Portfolio Analyst;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
208654,,Lou Lisack,Financial Advisor,"Forum Financial Management, Lp",llisack@forumfin.com,630-873-8520,Manual List Upload
10769419,Inactive Investor,Lesley Brey,Chief Compliance Officer;Financial Advisor;President;Trustee,"L.J. Brey, Inc.",lesley@ljbreyinc.com,,Salesforce
11008743,Inactive Investor,Tomas Broglia,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",tomas.broglia@nm.com,,Salesforce
10832889,Inactive Investor,Richard Enna,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,renna@ft.newyorklife.com,,Salesforce
11103403,Inactive Investor,Douglas Hubert,,"Avantax Investment Services, Inc. Brecksville OH Private Residence",,,Salesforce
11081263,Inactive Investor,Jesus Pineda,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
11134574,Inactive Investor,Anne Teague,,Citigroup Global Markets Inc.,,,Salesforce
11017418,Inactive Investor,Jason Lavely,Financial Advisor,Edward Jones San Diego CA 3007 Clairemont Dr,jason.lavely@edwardjones.com,,Salesforce
346957,,Dean D'Angelo,Partner,"Stellus Capital Management, Llc",ddangelo@stelluscapital.com,713-292-5400,Manual List Upload
9545711,,Piers Lomax,,,pierslomax1@gmail.com,,List import
9620862,,Jack Song,,,jack.song@hashdex.com,,List import
11133917,Inactive Investor,Andrew Susanin,Investment Advisor Representative,"RIA Advisory Group, LLC",andy.susanin@riaadvisorygroup.com,,Salesforce
10844586,Inactive Investor,Stephen Marinacci,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",stephen.marinacci@ml.com,,Salesforce
10886537,Inactive Investor,John Schweinzger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",john.schweinzger@schwab.com,,Salesforce
10815448,Inactive Investor,John Farrar,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",john.farrar@wellsfargoadvisors.com,,Salesforce
10956227,Inactive Investor,Gary Ferrugiari,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",gferrugiari@royalallianceadvisors.com,,Salesforce
10647494,,David Birnbaum,,,david@griffisresidential.com,,List Import
10975193,Inactive Investor,Dennis Zacharopoulos,,"Equity Services, Inc. New York NY 675 3rd Ave",dzacharopoulos@nationallife.com,,Salesforce
11099413,Inactive Investor,Brian Armstrong,,Cetera Advisor Networks LLC Bedford TX 2324 Cheek Sparger Rd,,,Salesforce
10915792,Inactive Investor,Jerald Gray,,"The Leaders Group, Inc.",jerald@leadersgroup.net,,Salesforce
335811,,Anderson Lafontant,"Wealth Management, Asset Protection, Estate, Business Planning","Miracle Mile Advisors, Llc",alafontant@miraclemileadvisors.com,310-407-2800,
10768681,Inactive Investor,Denis Poljak,,"Steward Partners Investment Solutions, LLC Shreveport LA 333 Texas St",denis.poljak@stewardpartners.com,,Salesforce
11171118,Inactive Investor,Peter Marshall,Chief Compliance Officer;President;Regulatory Contact,The Marshall Financial Group LLC,pmarshall@marshallfinancialgroup.com,,Salesforce
10798644,Inactive Investor,David Nitz,,"Kestra Investment Services, LLC Urbandale IA 3072 104th St",,,Salesforce
9599450,,Ronald Bendalin,,,rbendalin@pingorafund.com,,List import
11195620,Inactive Investor,Jonathan Rick,,"B.B. Graham & Company, Inc. Lincolnshire IL 475 Half Day Rd",,,Salesforce
10758698,Inactive Investor,James Douglas,Chief Compliance Officer;President,Douglas Capital Management Inc,jad@douglascapital.net,,Salesforce
10958274,Inactive Investor,Kevin Mann,Senior Vice President;Senior Wealth Advisor,Compound Planning Wheat Ridge CO Private Residence,kevin.mann@atomifinancial.com,,Salesforce
11217762,,Jan Jumet,,,jan.jumet@lpl.com,,List Import
10658786,,Alec Gerlach,,,alec.gerlach@fmr.com,,List Import
9580819,,Shirley McAllister,,,shirley.mcallister@valic.com,,List import
9617184,,Kishor Shah,,,kdshah@bellsouth.net,,List import
11080744,Inactive Investor,Robert Dolan,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11054194,Inactive Investor,James O'Donnell,,Citigroup Global Markets Inc.,james.odonnell@citi.com,,Salesforce
11003665,Inactive Investor,Lois Leapaldt,,"Allstate Financial Services, LLC",loisleapaldt@allstate.com,,Salesforce
10900576,Inactive Investor,Lisa Whetstone,Financial Consultant,LPL Financial LLC Fort Worth TX 14050 Faa Blvd,lisa.whetstone@lpl.com,,Salesforce
10881151,Inactive Investor,David Roberts,,PFS Investments Inc. Abilene TX 4601 Buffalo Gap Rd,droberts@primerica.com,,Salesforce
10773381,Inactive Investor,John Wingate,Financial Advisor,"Wells Fargo Clearing Services, LLC Katy TX 4311 W Grand Pkwy S",jwingate@wellsfargo.com,,Salesforce
305,,,,,bobtaylor@email-seeds.net,,
9623225,,C'Chi Payne,,,cpamerica787@gmail.com,,List import
10644730,,Patrick Sandercock,,,psandercock@peakstone.com,,List Import
9621616,,Paul Goldbach,,,paul.goldbach@lpl.com,,List import
10962086,Inactive Investor,Jonathan Solis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monrovia CA 230 S Myrtle Ave",,,Salesforce
11056824,Inactive Investor,Aaron Bockman,Financial Planner,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",abockman@financialguide.com,,Salesforce
10886953,Inactive Investor,Luke Sacco,Workplace Wealth Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,luke.sacco@ubs.com,,Salesforce
10773276,Inactive Investor,Jordan Goodrick,Senior Vice President,Wintrust Investments LLC Arlington Heights IL 150 E Rand Rd,lgoodrick@wintrustwealth.com,,Salesforce
9630772,,Benjamin London,,,bmlondon12@gmail.com,,List import
10814290,Inactive Investor,Kevin Meyers,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",kevin.meyers@wellsfargoadvisors.com,,Salesforce
9632343,,Rodrigo Benadon,,,rodrigobenadon@gmail.com,,List import
10880511,Inactive Investor,Michael Roberson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,michael.roberson2@fmr.com,,Salesforce
9646554,,Christopher-Pip Howe-Maillet,,,pip95@protonmail.com,,List import
10928506,Inactive Investor,Charles Galle,,Edward Jones Ocean Springs MS 900 Holcomb Blvd,chuck.galle@edwardjones.com,,Salesforce
11095698,Inactive Investor,Brian Gevry,Chief Executive Officer;Chief Investment Officer;Co-Chief Investment Officer,"Boyd Watterson Asset Management, LLC Cleveland OH 1801 E 9th St",bgevry@boydwatterson.com,,Salesforce
10792247,Inactive Investor,Michael Wojtek,Vice President - Investments,"Raymond James & Associates, Inc. Oklahoma City OK 3121 Quail Springs Pkwy",michael.wojtek@raymondjames.com,,Salesforce
9753432,,Rafael Simon,,,as.int.consulting@gmail.com,,Web Form Fillout
10940499,Inactive Investor,Joshua Diaz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10848129,Inactive Investor,Stephane Lintner,,Jiko Securities Inc.,,,Salesforce
10988836,Inactive Investor,Gregory Bornstein,,"Farmers Financial Solutions, LLC Torrance CA 22850 Crenshaw Blvd",gbornstein@farmersagent.com,,Salesforce
10757431,Inactive Investor,Geary Jerde,Financial Advisor,LPL Financial LLC Hayden ID 87 W Sargent Dr,geary.jerde@lpl.com,,Salesforce
10782814,Inactive Investor,Rebecca Benavidez,Operational Risk Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 200 Concord Plaza Dr",,,Salesforce
10988566,Inactive Investor,Kegan Morris,,"First Palladium, LLC",,,Salesforce
10771146,Inactive Investor,Alison Young,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Houston TX 712 Main St,alison.m.young@jpmorgan.com,,Salesforce
9561881,,James Bradley,,,brooks.bradley@lfg.com,,List import
10865384,Inactive Investor,Stephen Catalano,,"ValMark Securities, Inc. Akron OH 90 N Miller Rd",,,Salesforce
10758145,Inactive Investor,Paul Crichton,Director - Trading;Senior Securities Analyst,Eubel Brady & Suttman,paul@ebs-asset.com,,Salesforce
10837811,Inactive Investor,Paul Sportelli,,Oppenheimer & Co. Inc. Carlsbad CA 2121 Palomar Airport Rd,paul.sportelli@opco.com,,Salesforce
10939732,Inactive Investor,Cody Snyder,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11000951,Inactive Investor,Ethan Schmidt,Financial Counselor,"Principal Securities, Inc.",,,Salesforce
10661396,,Michael Trekas,,,mike@mybnow.com,,List Import
10991240,Inactive Investor,Brian Meyers,,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
9540792,,Peter Rodwick,,ICS Opportunities II LLC,peter.rodwick@mlp.com,,List Import
11027522,Inactive Investor,Christopher Catauro,,J.P. Morgan Securities LLC White Plains NY 1214 Mamaroneck Ave,christopher.catauro@jpmorgan.com,,Salesforce
10969102,Inactive Investor,David Scaramucci,,J.P. Morgan Securities LLC Livonia MI 37458 6 Mile Rd,david.scaramucci@chase.com,,Salesforce
11044555,Inactive Investor,Maria Trujillo Hernandez,,J.P. Morgan Securities LLC Dallas TX 9401 Lbj Fwy,maria.trujillo-hernandez@jpmorgan.com,,Salesforce
202310,,Eddie Rodriguez,,[Unknown],erodriguez87@gmail.com,,
10961784,Inactive Investor,Eric Tuenge,,NYLIFE Securities LLC Harvey ND 546 Brewster St E,etuenge@ft.newyorklife.com,,Salesforce
371301,,mike andrews,,United States,mra@xoba.com,,Salesforce
10972346,Inactive Investor,Jason Dorfmeyer,,J.P. Morgan Securities LLC Newhall CA 26901 Sierra Hwy,jason.dorfmeyer@jpmorgan.com,,Salesforce
11123250,Inactive Investor,Tina Yotter,,"Independent Financial Group, LLC Marysville WA 1507 172nd St NE",,,Salesforce
11229859,Inactive Investor,Cassidy Curtis,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",cassidy.curtis@nm.com,,Salesforce
10920222,Inactive Investor,Susan Grant,,"Osaic Wealth, Inc.",,,Salesforce
9597726,,Just De ferry,,,jjdeferry@gmail.com,,List import
11057705,Inactive Investor,James Imoh,Financial Advisor,Edward Jones Winchester VA 13 W Piccadilly St,james.imoh@edwardjones.com,,Salesforce
11185987,Inactive Investor,Jalyn Thorpe,,SECU Brokerage Services Knightdale NC 809 N Smithfield Rd,jalyn.thorpe@ncsecu.org,,Salesforce
11040404,Inactive Investor,Stephen Welch,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley Atlanta GA 5565 Glenridge Connector,stephen.welch@morganstanley.com,,Salesforce
11083741,Inactive Investor,Michael Bird,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cornelius NC 20005 W Catawba Ave",michael.c.bird@ml.com,,Salesforce
11219442,,Stephen Hansen,,,stephen.hansen@lpl.com,,Other
10489485,,Tommy Pierce,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",tom_pierce@ml.com,940-297-6980,List Import
11233606,Inactive Investor,Paolino Tizzano,,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",paolino.tizzano@equitable.com,,Salesforce
11142253,Inactive Investor,Daniel Kaman,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",daniel_kaman@ml.com,,Salesforce
9603016,,Camille Sassman,,,csassman@crestlineinc.com,,List import
10996615,Inactive Investor,Kendall Jones,,J.P. Morgan Securities LLC Lutherville Timonium MD 10801 Falls Rd,,,Salesforce
11010252,Inactive Investor,Marcia Neudigate,,PFS Investments Inc. Florence KY 71 Cavalier Blvd,mneudigate@primerica.com,,Salesforce
11152866,Inactive Investor,Paige Batchelder,,"HighTower Securities, LLC Portland ME 2 Monument Sq",ptodorich@hightoweradvisors.com,,Salesforce
10932678,Inactive Investor,Gary Yarnall,Financial Advisor,"VALIC Financial Advisors, Inc. Las Vegas NV 8985 S Eastern Ave",gary.yarnall@valic.com,,Salesforce
335355,,Jud Morrison,Operating Partner,"The Sterling Group, L.p.",jmorrison@sterling-group.com,713-877-8257,Manual List Upload
10952152,Inactive Investor,Frederick Ruopp,Chairman,Chelsea Management Company,,,Salesforce
9626132,,Prince Victor,,,johnkkennedy988@gmail.com,,List import
105148,,Liz Campos,,None,lizalec16@gmail.com,645179838,Organic Search
10960103,Inactive Investor,Kathryn Gahres,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC York PA 221 W Philadelphia St",,,Salesforce
11000929,Inactive Investor,Stephanie Smith,,"Farmers Financial Solutions, LLC Canton TX 1101 W Dallas St",stephanie.smith@farmers.com,,Salesforce
10782580,Inactive Investor,Paul Susana,Private Client Advisor,J.P. Morgan Securities LLC Monroe CT 456 Monroe Tpke,paul.susana@jpmorgan.com,,Salesforce
9638637,,Jason Cipriani,,,jcipriani@corrumcapital.com,,List import
10816108,Inactive Investor,Mark Sullivan,Senior Regional Leader,PFS Investments Inc. Billings MT 643 Grand Ave,mark.sullivan@primerica.com,,Salesforce
234385,, -,,[[Unknown]],bobby_vrc@yahoo.com,,Direct
11202787,Inactive Investor,Christopher Miller,Chief Compliance Officer;Chief Executive Officer,South Pointe Advisors LLC New York NY 3 World Financial Ctr,,,Salesforce
9618910,,Michael Mahoney,,,mmahoney@fptcap.com,,List import
333601,,Geoffrey Franklin,,Mercer Global Advisors Inc.,gfranklin@merceradvisors.com,,
4821476,,Daniel Eiten,,,danieleiten@gmail.com,8154812897,Web Form Fillout
9584904,,Celeste Hickman,,,celeste.hickman@fmr.com,,List import
10776808,Inactive Investor,Wendy Birkett,,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,,,Salesforce
10656421,,Mark De St Jean,,,mark.destjean@raymondjames.com,,List Import
4121678,,IDRIS ADAMU EL-BASI,,,iadamuelbasi@gmail.com,,Web Form Fillout
10793286,Inactive Investor,Donald Wild,Financial Advisor,Edward Jones Wausau WI 227048 Rib Mountain Dr,donald.wild@edwardjones.com,,Salesforce
10957864,Inactive Investor,Robert Morrison,Insurance Associate,LPL Financial LLC,,,Salesforce
10795150,Inactive Investor,John Hornberger,Financial Advisor,Edward Jones Bradenton FL 5942 34th St W,john.hornberger@edwardjones.com,,Salesforce
10835873,Inactive Investor,Nicole Lebaron,Client Service Associate,Morgan Stanley Tampa FL 100 N Tampa St,nicole.lebaron@morganstanley.com,,Salesforce
9572821,,Michael Thompson,,,mthompson@bhrcap.com,,List import
10980968,Inactive Investor,Ashley Scriven,,"Avantax Investment Services, Inc. Crivitz WI 721 Dyer St",,,Salesforce
11002173,Inactive Investor,Anthony Juliane,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,ajjuliane@ft.newyorklife.com,,Salesforce
9555878,,Madeleine Monteiro,,,trim550@yahoo.com,,List import
10953020,Inactive Investor,Ahmad Harajli,,Edward Jones Franklin MI 24255 W 13 Mile Rd,,,Salesforce
10756992,Inactive Investor,Vincent Rosnack,Financial Advisor,Edward Jones Akron OH 529 Canton Rd,vince.rosnack@edwardjones.com,,Salesforce
11109349,Inactive Investor,Rachel Anderson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 540 W Madison St",,,Salesforce
10854141,Inactive Investor,Scott Reasor,Relationship Manager;Senior Portfolio Manager,"Diesslin Group, Inc.",scott.reasor@diesslin.com,,Salesforce
10868939,Inactive Investor,Craig Gillen,,Cetera Advisor Networks LLC Bethlehem PA 3101 Emrick Blvd,gillenc@ceteranetworks.com,,Salesforce
9608242,,yufsdf dsfsdfsd,,,mkpeth@gmail.com,,List import
10591235,,Ismail Yalcin,,,prof.ismailyalcin@gmail.com,,Web Form Fillout
11129304,Inactive Investor,Colby Stover,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,colby.stover@ceterais.com,,Salesforce
11127630,Inactive Investor,Constance Maples,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,Lanyon Advisory Services,constance@lanyonadvisory.com,,Salesforce
10791070,Inactive Investor,Matthew Tolentino,Associate Complex Manager;First Vice President,Morgan Stanley Marlton NJ 303 Lippincott Dr,matthew.tolentino@morganstanley.com,,Salesforce
373427,,Amirali Poorkhalili,,[Unknown],amirali.poorkhalili@gmail.com,,source
1005482,Inactive Investor,Morgan Fourgeau-Ciers,,Larch Legacy LLC,morgan@wolfsongroup.com,,
11034452,Inactive Investor,Gabriel Cesar,Securities Representative,"Principal Securities, Inc. Buffalo NY 4053 Maple Rd",cesar.gabe@principal.com,,Salesforce
8704361,,flamur kadria,,,mulkadriaa933@gmail.com,,Web form fillout
10950727,Inactive Investor,Monique Anaya,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11130496,Inactive Investor,Tanner Gabriel,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",tanner.gabriel@bernstein.com,,Salesforce
10782033,Inactive Investor,Mary Hrabosky,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",mary.hrabosky@schwab.com,,Salesforce
11267454,,Victor Eliezer,,,victo98mw@gmail.com,,Web Form Fillout
10818829,Inactive Investor,Elizabeth Crum,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,elizabeth.crum@jpmorgan.com,,Salesforce
11143396,Inactive Investor,Daniel Colston,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Owner,Upward Financial Planning,,,Salesforce
9553096,,Ricardo Serafim,,,ricarodimy@gmail.com,,List import
10907158,Inactive Investor,Kyle Hogan,Lead Advisor;Member,"Buttonwood Financial Group, LLC",kyle@buttonwoodfg.com,,Salesforce
10998732,Inactive Investor,Eugene Peszek,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",,,Salesforce
10613672,,Alberto Dominguez,Financial Advisor,,adominguez@ae.cadaretgrant.com,,List Import
10815166,Inactive Investor,Robert Heaton,Founder;Member;Regulatory Contact,Cedar Valley Wealth Advisors,bob@heatonadams.com,,Salesforce
27625,,Will Oswald,,Government of Singapore,willoswald@gic.com.sg,,
11037761,Inactive Investor,Edna Kowitz,Financial Planner,LexAurum Advisors Owings Mills MD 10451 Mill Run Cir,,,Salesforce
11135772,Inactive Investor,David Bruno,Financial Planner,"Pruco Securities, LLC. Oreland PA 120 Pennsylvania Ave",david.bruno@prudential.com,,Salesforce
10982236,Inactive Investor,Zachary Hopkins,,J.P. Morgan Securities LLC San Diego CA 5303 Ruffin Rd,zachary.hopkins@jpmorgan.com,,Salesforce
10806753,Inactive Investor,Robert Flood,Financial Advisor,Edward Jones Loveland CO 4184 St Cloud Dr,robert.flood@edwardjones.com,,Salesforce
10799497,Inactive Investor,John Wood,,"Cambridge Investment Research, Inc. Chicago IL 307 N Michigan Ave",,,Salesforce
11098805,Inactive Investor,Cory Smith,,Cetera Investment Services LLC Bluffton SC 56 Persimmons St,,,Salesforce
10873762,Inactive Investor,Sean Kelly,,LPL Financial LLC Irvine CA 18004 Sky Park Cir,,,Salesforce
10857728,Inactive Investor,Marc Lippincott,Financial Professional,United Planners' Financial Services of America A Limited Partner Tulare CA Private Residence,,,Salesforce
10987107,Inactive Investor,Thao Mai,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,tvmai@ft.newyorklife.com,,Salesforce
235785,, -,,[[Unknown]],snowhyte006@gmail.com,,
11020086,Inactive Investor,Stephen Hiller,,"Osaic Wealth, Inc. Tuckahoe NY 4 Everett St",,,Salesforce
10995012,Inactive Investor,Erik Bosman,Financial Advisor,"Strategic Wealth Investment Group, LLC Denver CO 4660 S Syracuse St",erik@swdgroup.com,,Salesforce
11108561,Inactive Investor,Kelli Hampton,Business Acceptance Consultant,"MML Investors Services, LLC Plymouth MA Private Residence",,,Salesforce
11147315,Inactive Investor,Patrick Logue,,"Wells Fargo Advisors Financial Network, LLC Hanover PA 4 Center Sq",,,Salesforce
10920439,Inactive Investor,Jason Newcomer,Chief Compliance Officer;Co-Founder;Financial Planner;Member;Principal,"Dogwood Wealth Management, LLC",jason@dogwoodwealthmanagement.com,,Salesforce
11184447,Inactive Investor,John Russell,Founder;President,The Advisors Group,john@theadvisorsgroup.net,,Salesforce
10835384,Inactive Investor,Eric Dimino,Vice President,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",,,Salesforce
10768775,Inactive Investor,James Comerford,Branch Manager;Director - Investments,Oppenheimer & Co. Inc. Litchfield CT 29 West St,james.comerford@opco.com,,Salesforce
10486660,,Donna Smothermon,,"Wells Fargo Clearing Services, LLC",donna.smothermon@wellsfargoadvisors.com,,List Import
350467,,Betty Williams,Portfolio Compiler,"Lifecourse Capital, Inc.",betty@lccapital.net,256-489-4400,Manual List Upload
10559230,,Garret Cocchiarella,,,garretcocchiarella@gmail.com,,Web Form Fillout
10768363,Inactive Investor,John Argue,,FAS Corp.,arguej@faskc.com,,Salesforce
11192007,Inactive Investor,Sanna Stasney,,J.P. Morgan Securities LLC Houston TX 600 Travis St,sanna.stasney@jpmorgan.com,,Salesforce
9585461,,John Corey,,,corey.pat@principal.com,,List import
10656737,,Sarah Tallent,,,stallent@stifel.com,,List Import
11109470,Inactive Investor,Karmen Persing,,LPL Financial LLC Wellsboro PA 90 Main St,karmen.persing@lpl.com,,Salesforce
9645129,,James Carney,,,james@beaxy.com,,List import
11117660,Inactive Investor,Kathy Bauers,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 5195 W Woodmill Dr",kathy.j.bauers@ampf.com,,Salesforce
11034516,Inactive Investor,Tunisia Garnett,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,tunisia.garnett@primerica.com,,Salesforce
11163485,Inactive Investor,Joseph Morley,Financial Professional,LPL Financial LLC Cambridge MN 245 Main St S,joe.morley@lpl.com,,Salesforce
11012409,Inactive Investor,Sarah Mitrotz,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",sarah.mitrotz@equitable.com,,Salesforce
7535408,,Zachary Smith,,,yigeyo6644@mitigado.com,,Web Form Fillout
11004759,Inactive Investor,Jeffrey Miyahara,Financial Advisor,LPL Financial LLC Corona CA 4740 Green River Rd,jeff.miyahara@lpl.com,,Salesforce
338566,,Kevin Whelan,Chief Financial Officer,"Beacon Capital Partners, Llc",kwhelan@beaconcapital.com,617-457-0400,Manual List Upload
215569,,Richard Johnson,,[Unknown],hollywoodboxster@hotmail.com,,Organic Search
10976776,Inactive Investor,Emily Hill,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,emily_hill@vanguard.com,,Salesforce
11101177,Inactive Investor,Timothy Lawrence,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",timothy.lawrence@ml.com,,Salesforce
10835214,Inactive Investor,William Yaegers,Financial Advisor,LPL Financial LLC Sarasota FL 2477 Stickney Point Rd,william.yaegers@lpl.com,,Salesforce
10950603,Inactive Investor,Cathy Seitz-Shemer,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,,,Salesforce
10960460,Inactive Investor,Orville Davy,,J.P. Morgan Securities LLC Clermont FL 16705 State Road 50,orville.c.davy@chase.com,,Salesforce
10940244,Inactive Investor,Callie Ruscher,Senior Supervisory Analyst,"Raymond James & Associates, Inc.",callie.ruscher@raymondjames.com,,Salesforce
10942154,Inactive Investor,Paul Guerrero,,"Allstate Financial Services, LLC Kyle TX 130 Hall Professional Ctr",paulguerrero@allstate.com,,Salesforce
368118,,Paulo Russomanno,Owner,,paulo.russomanno@rentank.com.br,5.51199E+12,Webinar
11212360,Inactive Investor,Teri Schweiger,,"First Command Brokerage Services, Inc.",tschweiger@firstcommand.com,,Salesforce
11188568,Inactive Investor,Robert Lucker,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",robert.lucker@schwab.com,,Salesforce
11168558,Inactive Investor,Jennifer Segrue,,Fidelity Brokerage Services LLC,,,Salesforce
10829080,Inactive Investor,Robin Mason,Senior Associate,Morgan Stanley Tampa FL 100 N Tampa St,robin.mason@morganstanley.com,,Salesforce
10798036,Inactive Investor,Michael Sharrett,Financial Advisor,"Wells Fargo Clearing Services, LLC Lynchburg VA 101 Paulette Cir",mike.sharrett@wellsfargoadvisors.com,,Salesforce
11005066,Inactive Investor,Louis Terreri,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",,,Salesforce
10905100,Inactive Investor,Doreen Haller,,Commonwealth Financial Network Fairport NY 345 Woodcliff Dr,dhaller@commonwealth.com,,Salesforce
11126233,Inactive Investor,Kevin Heredia,,J.P. Morgan Securities LLC New York NY 1025 Madison Ave,kevin.heredia@jpmorgan.com,,Salesforce
9585570,,Jeffrey Gerson,,,jgerson@granitebridge.com,,List import
9633300,,Andrew Chavers,,,andrew.chavers@hotmail.com,,List import
9633467,,huali cheng,,,c15838387030@gmail.com,,List import
9601191,,Greg Denewiler,,,denewiler@msn.com,,List import
8480390,,Chad Richardson,,CalTex Financial,chad.richardson@ceterainvestors.com,(713) 703-9259,List Import
1004430,Inactive Investor,Edward Thorpe,,Edward Thorpe,inquiries@edwardothorp.com,,3rd Party Lead Gen
236280,, -,,[[Unknown]],yusuffalaluzeeous@gmail.com,,
11187559,Inactive Investor,Cullen Gomez,,"Raymond James Financial Services, Inc. Colorado Springs CO 660 Southpointe Ct",cullen.gomez@raymondjames.com,,Salesforce
10785979,Inactive Investor,Robert Mackey,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",robert_mackey@ml.com,,Salesforce
219943,,Shayan Ul Haq Osmani,,[Unknown],shayanusmani95@gmail.com,,Direct
11091536,Inactive Investor,James Link,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",,,Salesforce
9594681,,Christopher Ruedi,,,cruedi@savantcapital.com,,List import
2192930,,R?fat Ayar,,[Unknown],rifatayar1975@gmail.com,,
10955964,Inactive Investor,Matthew Kalaf,,Jefferies LLC,mkalaf@jefferies.com,,Salesforce
343997,,Jesse Haller,Vice President & Direct Owner,"Compass Financial Group, Inc",jesse@compassfin.net,605-338-7150,Manual List Upload
78229,,fabian Patino,,Australia,fabian.e.p.j@gmail.com,,
11121211,Inactive Investor,David White,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9620870,,Bryce Salvador,,,salvadorfamily@me.com,,List import
10952715,Inactive Investor,Vincent Mannino,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,vincent.mannino@fmr.com,,Salesforce
11177039,Inactive Investor,Megan Tate,Financial Advisor,Edward Jones Fayetteville NC 1310A Fort Bragg Rd,megan.tate@edwardjones.com,,Salesforce
11177956,Inactive Investor,Zachary Zoufaly,Financial Advisor,Edward Jones Henderson NV 2298 W Horizon Ridge Pkwy,zachary.zoufaly@edwardjones.com,,Salesforce
9592865,,David Oheltoint,,,daveogene@gmail.com,,List import
11147790,Inactive Investor,Kevin Guzman Fernandez,,"Wells Fargo Clearing Services, LLC Palatine IL 621 E Dundee Rd",,,Salesforce
10851354,Inactive Investor,George Earley,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,george.earley@primerica.com,,Salesforce
9600590,,James Strother,,,jaystrother@gmail.com,,List import
9631612,,Samq Shapiro,,,sam.shapiro24@gmail.com,,List import
30443,,Trevor Tamplain,,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,trevor.tamplain@fidelity.com,,
11018337,Inactive Investor,Thomas Albers,,"Ameritas Investment Company, LLC Bradenton FL 9040 Town Center Pkwy",talbers@ameritas.com,,Salesforce
11071923,Inactive Investor,Karn Shah,,J.P. Morgan Securities LLC Hamden CT 2165 Dixwell Ave,karn.shah@jpmorgan.com,,Salesforce
11025290,Inactive Investor,Wendy Nelson,,"Geneos Wealth Management, Inc. Cora WY Private Residence",,,Salesforce
10772831,Inactive Investor,Edward Barr,Director;President;Regulatory Contact,E. S. Barr & Company,edward.barr@esbarr.com,,Salesforce
9590968,,Robert Walley,,,bacibert@outlook.com,,List import
9613176,,Timothy Fitzgerald,,,tim.fitzgerald@dpimc.com,,List import
10787406,Inactive Investor,Mathew White,,"Osaic FS, Inc. Houston TX 4848 Loop Central Dr",,,Salesforce
11218037,,David George,,,dgeorge@rwbaird.com,,List Import
11210888,Inactive Investor,Mark Mauro,,"The Investment Center, Inc. Somerville NJ Private Residence",mmauro@investmentctr.com,,Salesforce
102034,,Larry Webb,,The No. 3,larrywebb651@gmail.com,4234810626,
11191760,Inactive Investor,Michael Gomez,Private Client Financial Advisor,"Citizens Securities, Inc. Livonia MI 37307 6 Mile Rd",michael.gomez@citizenssecurities.com,,Salesforce
6647826,,Robert Agulir,,,viviane2016@gmail.com,,Web Form Fillout
9571802,,Alex Dimitropoulos,,,stamek2014@gmail.com,,List import
10763333,Inactive Investor,Susan Kam,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",susan.kam@bofa.com,,Salesforce
173741,,Jan Koradin,,[Unknown],jan_koradin@yahoo.com,,Other
11080843,Inactive Investor,Brian Burkey,Financial Advisor,Edward Jones Forest VA 17641 Forest Rd,brian.burkey@edwardjones.com,,Salesforce
11077754,Inactive Investor,Alisha Frank,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,alisha.frank@edwardjones.com,,Salesforce
2334494,,Brian Thompson,,,evilleb69@gmail.com,,
11188396,Inactive Investor,Benjamin Reiber,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
11171836,Inactive Investor,Neil Hance,,"The Leaders Group, Inc.",,,Salesforce
11181738,Inactive Investor,David Fivek,Portfolio Management Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,david.m.fivek@morganstanley.com,,Salesforce
11108743,Inactive Investor,Cornelius McCarthy,Financial Advisor,LPL Financial LLC Doylestown PA 1032 N Easton Rd,cornelius.mccarthy@lpl.com,,Salesforce
9632610,,Kende Orban,,,kao344@nyu.edu,,List import
10975970,Inactive Investor,Christopher Rhorer,Private Client Advisor,J.P. Morgan Securities LLC Columbus OH 3250 Tremont Rd,christopher.t.rhorer@chase.com,,Salesforce
10793865,Inactive Investor,Micah Roberge,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Portland ME 1 City Ctr,micah.roberge@ubs.com,,Salesforce
11306344,Inactive Investor,Richard Evans,Partner,Chicago Partners Investment Group LLC,rlevans@chicagopartnersllc.com,312-284-6363,Salesforce
11077897,Inactive Investor,Patricia Lamotta,,Vanguard Marketing Corporation,patricia_lamotta@vanguard.com,,Salesforce
217851,,Jessica Gerdel,,[Unknown],bubukittyfu@yahoo.com,,Content
11007266,Inactive Investor,Fritz Marseille,,PFS Investments Inc. Gray ME 59 Portland Rd,fmarseille@primerica.com,,Salesforce
9615466,,Mohamed Irshad ramzy Ramzy,,,mohamed.irshad4401@gmail.com,,List import
44647,,ma al,,United States,mni90@yahoo.com,,
9611337,,David Erath,,,contact@daviderath.com,,List import
10997186,Inactive Investor,Tory Garber,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",tory.garber@nm.com,,Salesforce
9577144,,Ted Saneholtz,,,ted@summitfin.com,,List import
238200,, -,,[[Unknown]],faradavid2020@gmail.com,,
11046200,Inactive Investor,Erin Christian,Associate Financial Advisor,"Ameriprise Financial Services, LLC Webster City IA 530 2nd St",erin.christian@ampf.com,,Salesforce
11203950,Inactive Investor,Kip Hoppe,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",kip.hoppe@nm.com,,Salesforce
10984827,Inactive Investor,Joseph Derosa,,Fidelity Brokerage Services LLC,,,Salesforce
10866731,Inactive Investor,Roberto Gonzalez,Associate Banker,J.P. Morgan Securities LLC Houston TX 600 Travis St,roberto.martinez@jpmorgan.com,,Salesforce
11073213,Inactive Investor,Linda Rogers,Founder;Owner,"Planning Within Reach, LLC Coronado CA 825 Guadalupe Ave",linda@planningwithinreach.com,,Salesforce
11164021,Inactive Investor,Jeffrey Condon,,"Paradigm Equities, Inc.",jcondon@mea.org,,Salesforce
10986285,Inactive Investor,Christopher Kai,,Cetera Investment Services LLC Aiea HI 98-200 Kamehameha Hwy,,,Salesforce
9586732,,Zhiliang Zhang,,,zzltoinfo@gmail.com,,List import
11071564,Inactive Investor,Max Berger,Financial Advisor,"Diversified, LLC",max@diversifiedllc.com,,Salesforce
11039056,Inactive Investor,Christophe Borders,,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,cborders@primerica.com,,Salesforce
10900279,Inactive Investor,Logan Klug,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10876096,Inactive Investor,Roman Zhitnik,Insurance Specialist,"Ameriprise Financial Services, LLC Houston TX 5850 San Felipe St",roman.zhitnik@ampf.com,,Salesforce
11027147,Inactive Investor,Jacob Spence,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10785223,Inactive Investor,John Madden,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Austin TX 3738 Bee Caves Rd",john.madden@wellsfargoadvisors.com,,Salesforce
10923432,Inactive Investor,Gabrielle Washington,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
7823052,,John Rubino,,,johnrubino62@gmail.com,,Web Form Fillout
11147162,Inactive Investor,Mohamed Hamada,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Acton MA 271 Great Rd",mohamed.hamada@ml.com,,Salesforce
10783353,Inactive Investor,Todd Leatherman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11011842,Inactive Investor,Joshua Cruzhernandez,,PFS Investments Inc. Allentown PA 7310 Tilghman St,jcruzhernandez@primerica.com,,Salesforce
11237101,Inactive Investor,Hawken Thieme,Account Executive,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11022587,Inactive Investor,Alexander Ofori-Atta,,"Wells Fargo Clearing Services, LLC Mountain View CA 2600 W El Camino Real",,,Salesforce
10790170,Inactive Investor,Elizabeth Barradas,Client Associate,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",,,Salesforce
11159399,Inactive Investor,Angela Barias,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,abarias@primerica.com,,Salesforce
10974960,Inactive Investor,Aaron Brooks,,"Realta Equities, Inc. Scottsdale AZ 17207 N Perimeter Dr",,,Salesforce
9644417,,Kevin Kang,,,kevin.kang27@gmail.com,,List import
220003,,Steven Cook,AFA,NYLIFE Securities LLC,scgoodreads@gmail.com,3144806786,Direct
10992608,Inactive Investor,Alisa Napier,,"Raymond James Financial Services, Inc. Huntington WV 2600 5th Ave",alisa.napier@raymondjames.com,,Salesforce
11075510,Inactive Investor,Chao Zheng,Associate Wealth Advisor,Bordeaux Wealth Advisors,czheng@bordeauxadvisors.com,,Salesforce
9611287,,Calvin Becerra,,,calvincbecerra@gmail.com,,List import
11171443,Inactive Investor,Jonathan Vazquez,Chief Compliance Officer;Financial Advisor;Managing Member,Gemini Investment Strategies LLC Richmond Heights OH 2069 Harrison Dr,,,Salesforce
11205574,Inactive Investor,Aleksandra Drake,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",aleksandra.drake@ml.com,,Salesforce
11205178,Inactive Investor,Melanie Dyson,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",melanie.dyson@tfaconnect.com,,Salesforce
10792723,Inactive Investor,Kenneth Perdue,,"Concourse Financial Group Securities, Inc. Greenville AL 500 E Commerce St",kenneth.perdue@concoursefinancial.com,,Salesforce
9558994,,Michael Weisman,,,mweisman@pfginc.com,,List import
11051654,Inactive Investor,Dana Sippel,Client Advisor;Vice President,"Glassman Wealth Services, LLC",dana@glassmanwealth.com,,Salesforce
10848944,Inactive Investor,Dustin Stanley,Executive Vice President;Financial Advisor;Partner,"Strategic Wealth Investment Group, LLC",dstanley@swdgroup.com,,Salesforce
11261112,Inactive Investor,Adam Wilkins,Senior Wealth Manager,"Modern Wealth Management, LLC Exton PA 300 N Pottstown Pike",adam.wilkins@modwm.com,,Salesforce
5258875,,SASA SARA,,,fatihed147@kuvasin.com,,Web Form Fillout
11185521,Inactive Investor,Angelica Bishop,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10955121,Inactive Investor,Ishan Sarna,,"Wells Fargo Clearing Services, LLC Parker CO 10900 S Parker Rd",,,Salesforce
10479224,,Ridwan7 Ridwan7,,,ccivic473@gmail.com,,Web Form Fillout
10774278,Inactive Investor,Marcus Jean-Simon,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",marcus.u.jean-simon@ml.com,,Salesforce
9600665,,Gregory Lai,,,greg.lai@affinityinvestment.com,,List import
9624470,,Arthur Rosenfeld,,,chandlersoft@cox.net,,List import
11228865,Inactive Investor,Daniel Boggs,,J.P. Morgan Securities LLC Vancouver WA 13215 SE Mill Plain Blvd,daniel.boggs@jpmorgan.com,,Salesforce
11126431,Inactive Investor,Julie Pick,,"Osaic Wealth, Inc. Brandon SD 212 E Holly Blvd",,,Salesforce
10960174,Inactive Investor,Nicole Williams,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",nwilliams@massmutual.com,,Salesforce
11207288,Inactive Investor,Frederick Shanks,,"Raymond James Financial Services, Inc. Chico CA 250 Vallombrosa Ave",erick.shanks@raymondjames.com,,Salesforce
9543187,,Stephen Royce,,,sroyce@lcmcapital.com,,List import
10617836,,William Rosemeyer,,,william_rosemeyer@ml.com,,List Import
11234526,Inactive Investor,Taryn Ellis,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",taryn.ellis@robinhood.com,,Salesforce
10760933,Inactive Investor,Gary Martin,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",g_martin@ml.com,,Salesforce
11028435,Inactive Investor,Nora Zaba-Slater,,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",nora.zabaslater@ampf.com,,Salesforce
10827220,Inactive Investor,Kamron Kimball,,United Planners' Financial Services of America A Limited Partner Sangerville ME 91 Main St,klkimball@unitedplanners.com,,Salesforce
9545460,,Brad Harris,,,brad@perennialfs.com,,List import
11055869,Inactive Investor,Jeffrey Morgan,,State Farm VP Management Corp. Pelican Rapids MN 15 W Mill Ave,,,Salesforce
11101669,Inactive Investor,Spenser Yeager,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,spenser.yeager@ubs.com,,Salesforce
11083586,Inactive Investor,Joshua Carson,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,jccarson@ft.newyorklife.com,,Salesforce
11031704,Inactive Investor,Cal Crabtree,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",cal.crabtree@equitable.com,,Salesforce
347380,,Scott Voss,Managing Director,"Harbourvest Partners, Llc",svoss@harbourvest.com,617-348-3707,Manual List Upload
10587605,,Patrick Tucci,,,ptucci@forefrontanalytics.com,16102344175,Web Form Fillout
11094538,Inactive Investor,Stanley Latta,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,stanley.latta@primerica.com,,Salesforce
10982391,Inactive Investor,Michael Castillo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10809860,Inactive Investor,Jason Williams,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Houston TX 8955 Katy Fwy",jason.williams@raymondjames.com,,Salesforce
9614464,,Jackson Brackster,,,nadyindahouse@hotmail.de,,List import
43479,,Robert Lindell,Associate,Thrivent Investment Management Inc.,rob.lindell@thrivent.com,,
346863,,Dave Welty,Managing Director,Avier Wealth Advisors,dave@avieradvisors.com,425-467-1011,Manual List Upload
11043305,Inactive Investor,Wesley Reed,,"J.W. Cole Financial, Inc. Clermont FL 1635 E Hwy 50",,,Salesforce
10846733,Inactive Investor,Lester Bostwick,,"Next Financial Group, Inc. Spring TX 6601 Cypresswood Dr",,,Salesforce
11157401,Inactive Investor,Jesus Juarez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jesus.juarez@jpmorgan.com,,Salesforce
10779412,Inactive Investor,Elizabeth Pille,Executive Director;Financial Advisor;Lending Specialist;Senior Portfolio Manager,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,elizabeth.pille@morganstanley.com,,Salesforce
10809802,Inactive Investor,Donna Besson,Assistant Vice President;Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",donna_besson@ml.com,,Salesforce
9618752,,Joseph Soukup,,,joseph.soukup@alyeskagroup.com,,List import
9586871,,Mohammed Bajwa,,,mohammed.bajwa@transamerica.com,,List import
10788956,Inactive Investor,Nicole Prestimonico,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,nicole.prestimonico@fidelity.com,,Salesforce
10771806,Inactive Investor,Charles McAfee,,"Wells Fargo Clearing Services, LLC Marlton NJ 10000 Sagemore Dr",charles.b.mcafee@wellsfargoadvisors.com,,Salesforce
10793180,Inactive Investor,Thomas Bean,,"Raymond James Financial Services, Inc. Erie PA 3939 W Ridge Rd",tom.bean@raymondjames.com,,Salesforce
11146489,Inactive Investor,Doan Nguyen,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
10878873,Inactive Investor,Gina Grewal,,J.P. Morgan Securities LLC Massapequa NY 4210 Sunrise Hwy,gina.grewal@jpmorgan.com,,Salesforce
248495,,Kingsley Obeakor,Working,Company,kcyoungmrcarta@gmail.com,,Manual List Upload
10819664,Inactive Investor,Francis Capella,Financial Advisor,Wedbush Securities Inc. Armonk NY 80 Business Park Dr,francis.capella@wedbush.com,,Salesforce
10820205,Inactive Investor,James Scholljegerdes,,"Cambridge Investment Research, Inc. Owatonna MN 634 W Bridge St",,,Salesforce
9573971,,Scott Rast,,,scott.rast@voyafa.com,,List import
10755387,Inactive Investor,Abraham Dispennette,Financial Advisor;Financial Advisor Associate,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,abraham.dispennette@morganstanley.com,,Salesforce
11126001,Inactive Investor,Bailey Davis,,"Harbour Investments, Inc. West Des Moines IA 2600 Westown Pkwy",,,Salesforce
11130663,Inactive Investor,Andrew Jarvis,Financial Advisor,"Ameriprise Financial Services, LLC Wausau WI 903 S 17th Ave",andrew.jarvis@ampf.com,,Salesforce
10868799,Inactive Investor,Hernand Hernandez,Private Client Advisor,J.P. Morgan Securities LLC Mount Prospect IL 1190 S Elmhurst Rd,hernand.hernandez@jpmorgan.com,,Salesforce
10910226,Inactive Investor,Wyatt Coleman,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,wlcoleman@ft.newyorklife.com,,Salesforce
11212030,Inactive Investor,DeCarla Reed,,Commonwealth Financial Network Medina OH 3716 Forest Ridge Cir,dmathis@commonwealth.com,,Salesforce
11116236,Inactive Investor,Adam Schwartz,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,adamschwartz.team@fidelity.com,,Salesforce
11231446,Inactive Investor,John Brais,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",john.brais@ml.com,,Salesforce
9643840,,Umo Etim,,,umoaetim@gmail.com,,List import
10938505,Inactive Investor,Patrick Hynes,,Cetera Advisor Networks LLC Conshohocken PA 1495 Alan Wood Rd,,,Salesforce
11221549,,Allen Closser,,,bayardc@investment-planners.com,,List Import
9584575,,Guy Mcphail,,,gmcphail@saxwa.com,,List import
10963666,Inactive Investor,Brad Johnson,Chief Compliance Officer;Chief Investment Officer;Managing Member;Managing Partner,"Evergreen Capital Holdings, LLC Ladera Ranch CA 27762 Antonio Pkwy",brad@evergreencap.com,,Salesforce
10816159,Inactive Investor,Jeffrey Ingalsbe,Chief Information Officer;Chief Information Security Officer;Senior Vice President,Flexible Plan Investments Ltd,jingalsbe@flexibleplan.com,,Salesforce
11046180,Inactive Investor,Robert Reedy,Financial Advisor,Edward Jones Annapolis MD 608 Melvin Ave,robert.reedy@edwardjones.com,,Salesforce
11028293,Inactive Investor,Son Le,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,svle@ft.newyorklife.com,,Salesforce
10766498,Inactive Investor,James Petrik,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",jim.petrik@rbc.com,,Salesforce
11043031,Inactive Investor,Kathryn Messick,Financial Advisor,LPL Financial LLC Saint Petersburg FL 5901 Sun Blvd,katie.messick@lpl.com,,Salesforce
10871574,Inactive Investor,Mark Menne,Investment Advisor Representative,"Centaurus Financial, Inc. Simi Valley CA 6495 Sibley St",,,Salesforce
10847582,Inactive Investor,Andrew Marcus,Financial Advisor,"Voya Financial Advisors, Inc. Iselin NJ 33 Wood Ave S",andrew.marcus@voyafa.com,,Salesforce
10827100,Inactive Investor,Mark Ruhl,Financial Advisor,"Ameriprise Financial Services, LLC Baxter MN 7658 Design Rd",mark.c.ruhl@ampf.com,,Salesforce
9561528,,Bill Cheng,,,tychelot18@gmail.com,,List import
9570949,,Jason Schultz,,,jschultz@massmutual.com,,List import
10771430,Inactive Investor,Anne Wilkins,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fairfield CT 1248 Post Rd",anne.wilkins@schwab.com,,Salesforce
11004166,Inactive Investor,Raheel Hasan,,Emerson Equity LLC,raheel@emersonequity.com,,Salesforce
11187704,Inactive Investor,Edward Blumenthal,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC,eblumenthal@janney.com,,Salesforce
235227,, -,,[[Unknown]],depwar@yahoo.com,,
10820458,Inactive Investor,Anthony Schutte,Financial Advisor,"Advanced Advisor Group, LLC Rochester MN 2778 Commerce Dr NW",,,Salesforce
10804462,Inactive Investor,Ryan Dodd,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",ryan.dodd@ml.com,,Salesforce
10853086,Inactive Investor,Melissa Mills,Senior Client Specialist,Robert W. Baird & Co. Incorporated West Palm Beach FL 777 S Flagler Dr,mmills@rwbaird.com,,Salesforce
10852522,Inactive Investor,Edgar Umana,Supervision Manager,"Wells Fargo Clearing Services, LLC",e.umana@wfadvisors.com,,Salesforce
11111839,Inactive Investor,Matthew Molstre,Financial Consultant,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,matthew.molstre@thrivent.com,,Salesforce
10920451,Inactive Investor,Anthony Ghiglieri,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",anthony.ghiglieri@ampf.com,,Salesforce
9609055,,Kyle Marta,,,kmarta@apexclearing.com,,List import
5308462,,Abraham S'assouanga,,,abrahamsassouanga7@gmail.com,,Web Form Fillout
10933511,Inactive Investor,Kenneth Flaherty,,LPL Financial LLC San Diego CA 4707 Executive Dr,kenneth.flaherty@lpl.com,,Salesforce
9596729,,Michelle Lewis,,,mlewis@capstreet.com,,List import
9608591,,Walid Karbas,,,karbaswalid@gmail.com,,List import
10809360,Inactive Investor,Norman Hurwitz,,"Parkland Securities, LLC Miami Beach FL 1108 Kane Concourse",nhurwitz@parklandrep.com,,Salesforce
10974997,Inactive Investor,Kip Fedora,,State Farm VP Management Corp. Richardson TX 1415 State St,kip.fedora.rxog@statefarm.com,,Salesforce
11081123,Inactive Investor,Rheanna Hedding,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",rheanna.hedding@nm.com,,Salesforce
10765437,Inactive Investor,Jason Hollon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",ian.hollon@ml.com,,Salesforce
11018974,Inactive Investor,James Suppes,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",,,Salesforce
370485,,Alfin Tolib,,Indonesia,alfin.tolib@panasean.com,,LinkedIn
9631049,,Benoit Vincenzi,,,benoit.vincenzi@gmail.com,,List import
10606673,,Christopher Crane,"Private Wealth Senior Relationship Manager, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",christopher.t.crane@ml.com,212-236-9157,List Import
10968287,Inactive Investor,Charles Mitchell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10970997,Inactive Investor,Vincent Zaccaria,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",vincent.zaccaria@schwab.com,,Salesforce
11114556,Inactive Investor,Seung Cha,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,seung.cha@primerica.com,,Salesforce
10835711,Inactive Investor,Michael Collins,Senior Vice President,"Fifth Third Securities, Inc. Cincinnati OH 5050 Kingsley Dr",mike.collins@53.com,,Salesforce
11110854,Inactive Investor,Michael Davis,Advisor,"Ashton Thomas Securities, LLC",mdavis@excelsecurities.com,,Salesforce
147226,,M M,,[Unknown],silviamogas@hotmail.com,,
10917691,Inactive Investor,Derek Robichaud,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,derek.robichaud@fidelity.com,,Salesforce
10940967,Inactive Investor,Beth Kohl,Financial Professional,"Pruco Securities, LLC. Lancaster PA 1601 Oregon Pike",beth.kohl@prudential.com,,Salesforce
10883491,Inactive Investor,Randolph Liggitt,,"Truist Investment Services, Inc. Columbia SC 1201 Main St",randolph.liggitt@truist.com,,Salesforce
9631587,,Tom Cuylaerts,,,tom@edge.be,,List import
9640591,,Nicholas Hatfield,,,nhatfield@epwealth.com,,List import
10645702,,Karen Ortiz,,,karen.ortiz@morganstanley.com,,List Import
10868633,Inactive Investor,Scott Wark,,LPL Financial LLC Marlton NJ 57 S Maple Ave,scott.wark@lpl.com,,Salesforce
190371,,Diana Goodwine,,[Unknown],dianagoodwine@gmail.com,,source
11003056,Inactive Investor,Jakob Bower,Vice President,"Principal Securities, Inc. Muscatine IA 119 Sycamore St",bower.jakob@principal.com,,Salesforce
10881828,Inactive Investor,Steven Cliadakis,Managing Director;Managing Member,Altum Wealth Advisors,steve@altumwealth.com,,Salesforce
11127952,Inactive Investor,James Blumreiter,,"Avantax Investment Services, Inc. Milwaukee WI 6210 W Greenfield Ave",,,Salesforce
9629136,,Gil Kaplun,,,gil.kaplun@gmail.com,,List import
10952028,Inactive Investor,James Dela-Cruz,,PFS Investments Inc. Orlando FL 2488 E Michigan St,delacruz.jamescarlo@primerica.com,,Salesforce
9589024,,Graham Rainbow,,,graham.rainbow@alcentra.com,,List import
226615,, -,,[[Unknown]],inghamjb@hotmail.com,,Initial Salesforce Import
10842422,Inactive Investor,Jill Lawrence,Chief Executive Officer;Private Wealth Advisor,"BlueStem Wealth Partners, LLC",jill.lawrence@bluestemwealthpartners.com,,Salesforce
9590236,,Gordon Tewell,,,gordont@innovestinc.com,,List import
10960665,Inactive Investor,Brian Hoffman,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10805667,Inactive Investor,Austin Hamilton,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Glenwood Springs CO 2520 Grand Ave",,,Salesforce
9599017,,Peter Schenck,,,peter@linkedin.com,,List import
10974971,Inactive Investor,Megan Gerard,,Country Capital Management Company Grants Pass OR 1246 NE 7th St,,,Salesforce
10476251,,Charles Irwin,,,cdirwin@yahoo.com,,Web Form Fillout
10816616,Inactive Investor,Dirk Dixon,Agent;Managing Member,RetireRight Consulting Group,,,Salesforce
11040831,Inactive Investor,Canaan Knigge,Investment Advisor Representative,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,cknigge@primerica.com,,Salesforce
11061286,Inactive Investor,Zachary Leighton,Financial Advisor;Vice President,"Citizens Securities, Inc. Waltham MA 716 Main St",zachary.a.leighton@citizenssecurities.com,,Salesforce
7103475,,Todd Johnson,,,axvzzakbfidbwci@eurokool.com,,Web Form Fillout
11043128,Inactive Investor,Jacob Carrizales,,J.P. Morgan Securities LLC Buffalo Grove IL 1525 Deerfield Pkwy,jacob.carrizales@jpmorgan.com,,Salesforce
10985903,Inactive Investor,Pakorn Sanworanart,,J.P. Morgan Securities LLC Fairfax VA 2905 District Ave,pakorn.sanworanart@jpmorgan.com,,Salesforce
9578711,,Merri Morgan,,,morganm@hdvest.net,,List import
11111024,Inactive Investor,Alexander Watts,Private Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",alex.watts@ml.com,,Salesforce
10895467,Inactive Investor,Jeffrey Simpson,Financial Advisor,LPL Financial LLC Winter Haven FL 151 1st St S,jeffrey.simpson@lpl.com,,Salesforce
10783764,Inactive Investor,Tiffany Desouza,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",tiffany.desouza@schwab.com,,Salesforce
10773353,Inactive Investor,Robert Garabedian,,Morgan Stanley Fresno CA 5250 N Palm Ave,robert.garabedian@morganstanley.com,,Salesforce
9567526,,Adeel Kaiser,,,adeelkaiser@gmail.com,,List import
9642217,,Rio Khoirudin,,,rio.fanyy@gmail.com,,List import
10656174,,Robert Meyers,,,bob.meyers@lasallest.com,,List import
10948714,Inactive Investor,Wesley Chapman,,"Independent Financial Group, LLC Carlsbad CA 2131 Palomar Airport Rd",,,Salesforce
11138924,Inactive Investor,Zoe Whitmore,Financial Advisor,"Ameriprise Financial Services, LLC Boulder CO 1738 Pearl St",zoe.e.whitmore@ampf.com,,Salesforce
11049155,Inactive Investor,Edward Coveney,,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",edward.coveney@raymondjames.com,,Salesforce
11142942,Inactive Investor,Megan Rehill,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",megan.rehill@ml.com,,Salesforce
11106860,Inactive Investor,Nikita West,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nikita.west@fmr.com,,Salesforce
10994501,Inactive Investor,Xavier Walker,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
11105004,Inactive Investor,Anthony Jarousek,,"Allstate Financial Services, LLC Sauk Rapids MN 225 N Benton Dr",anthonyjarousek@allstate.com,,Salesforce
10955427,Inactive Investor,Samuel Hansen,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,samuel.hansen@jpmorgan.com,,Salesforce
11096251,Inactive Investor,Joseph Franchi,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",joseph.franchi@equitable.com,,Salesforce
11208287,Inactive Investor,Traci Carrion,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Memphis TN 6000 Poplar Ave",traci.carrion@tiaa.org,,Salesforce
11057588,Inactive Investor,Melissa Hicks,,"Northwestern Mutual Investment Services, LLC Tyler TX 2326 Dueling Oaks Dr",melissa.hicks@nm.com,,Salesforce
11080205,Inactive Investor,Amy Lamarche,,Edward Jones Burlington MA 50 Mall Rd,,,Salesforce
10958190,Inactive Investor,Michael Dearborn,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_dearborn@vanguard.com,,Salesforce
11104941,Inactive Investor,Jacque Kuchta,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New Orleans LA 909 Poydras St,jacque.kuchta@ubs.com,,Salesforce
10924142,Inactive Investor,Terry Krueger,Financial Consultant,"Charles Schwab & Co., Inc. Tulsa OK 2005 E 21st St",,,Salesforce
11142321,Inactive Investor,Eileen Carrero,,Cetera Financial Specialists LLC Midlothian IL Private Residence,eileen.carrero@ceterafs.com,,Salesforce
246212,,Not Provided,,HHS,aguilar_k@yahoo.com,,Manual List Upload
11003620,Inactive Investor,Marnie Flynn,,"First Command Brokerage Services, Inc.",mflynn@firstcommand.com,,Salesforce
11159075,Inactive Investor,Alphonse Weber,Senior Vice President - Investments,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",al.weber@raymondjames.com,,Salesforce
10805044,Inactive Investor,Zachary Albers,Financial Advisor,"Ameriprise Financial Services, LLC Valparaiso IN 1508 Calumet Ave",zachary.m.albers@ampf.com,,Salesforce
11147875,Inactive Investor,Daniel Kuhn,Financial Advisor,"Ameriprise Financial Services, LLC Lutherville Timonium MD 9515 Deereco Rd",daniel.x.kuhn@ampf.com,,Salesforce
11099032,Inactive Investor,Jhon McKnight,,"Osaic Wealth, Inc. Manassas VA 8629 Sudley Rd",,,Salesforce
9553469,,Shaun Cour,,,shaun.cour@myavantax.com,,List import
11189214,Inactive Investor,Nicole Boulais,Financial Advisor,"Ameriprise Financial Services, LLC Pella IA 1109 Washington St",nicole.boulais@ampf.com,,Salesforce
11182776,Inactive Investor,Roger Martinez,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,roger.martinez.l9yx@statefarm.com,,Salesforce
343170,,William Piel,Vice President,"Opus Investment Management, Inc.",wpiel@opusinvestment.com,508-855-6689,Manual List Upload
10958268,Inactive Investor,Douglas Rongo,Investment Advisor Representative,"MillenniuM Investment and Retirement Advisors, LLC Hickory NC 14 3rd Ave NE",,,Salesforce
11113039,Inactive Investor,Thiago Mateus,,"Wells Fargo Clearing Services, LLC Tampa FL 4203 W Gandy Blvd",thiago.mateus@wellsfargo.com,,Salesforce
10995907,Inactive Investor,Ana Kindla,,PFS Investments Inc. Houston TX 738 Hwy 6 S,agarcia.32byc@primerica.com,,Salesforce
643,,,,,bosspug@indy.rr.com,,
10804155,Inactive Investor,Charles Trapani,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",charles_trapani@ml.com,,Salesforce
11124636,Inactive Investor,Rhett Driscoll,Associate Wealth Management Advisor;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",rhett.driscoll@nm.com,,Salesforce
10934300,Inactive Investor,Wayne Filizetti,,Cetera Advisor Networks LLC Gwinn MI 63 E Johnson Lake Rd,wayne.filizetti@ceterawealth.com,,Salesforce
11231831,Inactive Investor,Cade Carter,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
1003096,Inactive Investor,Jeff Selikoff,,Alta Ridge,jselikoff@gmail.com,,3rd Party Lead Gen
371760,,Mookash Singh,,United States,mookiesingh@gmail.com,,Salesforce
9571612,,Jonathan T,,,ethoopster@gmail.com,,List import
9562697,,Andrew Subkoviak,,,asubkoviak@paraport.com,,List import
10938048,Inactive Investor,Ambika Bablani,,NYLIFE Securities LLC Herndon VA 625 Elden St,abablani@eaglestrategies.com,,Salesforce
10764471,Inactive Investor,Dana Stewart,,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",dana.canonico@wellsfargoadvisors.com,,Salesforce
119802,,Kenneth Heidelberger,Investment Executive,"Fifth Third Securities, Inc.",kenneth.heidelberger@53.com,239-213-6303,
9603218,,Margaret Vitiritto-Khan,,,mmvitiritto@hotmail.com,,List import
9642438,,Steve Rector,,,emsfactory@aol.com,,List import
10863057,Inactive Investor,Joseph Moss,,"Farmers Financial Solutions, LLC Clackamas OR 12550 SE 93rd Ave",,,Salesforce
10852932,Inactive Investor,Anothep Phimmasone,Financial Advisor,Morgan Stanley Reston VA 11951 Freedom Dr,anothep.phimmasone@morganstanley.com,,Salesforce
10906665,Inactive Investor,Brian Russell,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
9577024,,Tiffy Terri,,,kernelvyriss@protonmail.com,,List import
11219561,,Douglas Goodwillie,,,dgoodwillie@kaynecapital.com,,Other
10937716,Inactive Investor,Alex Chisholm,Financial Strategist,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",alex.chisholm@equitable.com,,Salesforce
10852410,Inactive Investor,Paul Mills,,"Allstate Financial Services, LLC Downingtown PA 797 E Lancaster Ave",paulmills@allstate.com,,Salesforce
10796581,Inactive Investor,Steven Fanger,Managing Member,"F.F. Advisors, LLC Wayland MA 103 Willow Brook Dr",steven@ffadvisors.com,,Salesforce
9641694,,Loc Nguyen,,,nguyenthanhlocnsfw@gmail.com,,List import
11137772,Inactive Investor,Jacqueline O'Donnell,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",jacqueline.odonnell@nm.com,,Salesforce
214915,,Mithun Banerjee,,[Unknown],mitzbanerjee@gmail.com,,medium
10767512,Inactive Investor,Kirsten Helmers,Private Client Assistant,Janney Montgomery Scott LLC Purchase NY 1 Manhattanville Rd,khelmers@janney.com,,Salesforce
5691117,,Courtland Peters,,,fiatvisio@protonmail.ch,4349899515,Web Form Fillout
10898938,Inactive Investor,Zachary Decraine,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
1698200,,Diane Baranowitz,,[Unknown],baranowitzdiane6@gmail.com,,
11091770,Inactive Investor,Edward Balaj,,The Huntington Investment Company Streetsboro OH 9240 Market Square Dr,edward.balaj@huntington.com,,Salesforce
10951576,Inactive Investor,Rachel Lage,Financial Advisor,"Raymond James & Associates, Inc. Mobile AL 21 W I65 Service Rd N",,,Salesforce
11074958,Inactive Investor,David Robinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",david.j.robinson@wellsfargoadvisors.com,,Salesforce
10882856,Inactive Investor,Leah Watkins,Senior Service Associate,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",leah.watkins@raymondjames.com,,Salesforce
9573546,,Stephen Hixon,,,stephen@intervalpartners.com,,List import
10845548,Inactive Investor,Justin Naegle,Financial Advisor,"Voya Financial Advisors, Inc. Salem OR 698 12th St SE",justin.naegle@voyafa.com,,Salesforce
11180703,Inactive Investor,Stuart Sierer,First Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,stuart.sierer@ubs.com,,Salesforce
345095,,Justin Godynick,Member,Astra Strategic Wealth,jgodynick@astracap.com,800-805-8740,Manual List Upload
11235796,Inactive Investor,Craig Nelson,Financial Advisor,Epic Trust Investment Advisors LLC Washington UT Private Residence,craig@epictrust.com,,Salesforce
233006,, -,,[Unknown],gregoire.staub@gmail.com,,
9565825,,Tim Gerrish,,,timothy.gerrish@fpl.com,,List import
11060147,Inactive Investor,Karl Harrop,Financial Consultant,"TPG Financial Advisors, LLC",kharrop@tpgrp.com,,Salesforce
11057247,Inactive Investor,Steven Zolfaghari,,"Empower Financial Services, Inc",steven.zolfaghari@empower.com,,Salesforce
9611741,,Claire Arnaud,,,claire.arnaud145@gmail.com,,List import
10819065,Inactive Investor,Brandon Redman,,Commonwealth Financial Network Issaquah WA 22526 SE 64th Pl,bredman@commonwealth.com,,Salesforce
11122178,Inactive Investor,Rickie Miller,Financial Advisor,Edward Jones Richmond KY 101 Alycia Dr,rickie.miller@edwardjones.com,,Salesforce
11027856,Inactive Investor,Steven Rotello,Director;Managing Director;Senior Wealth Advisor,Mosaic Family Wealth Englewood CO 6400 S Fiddlers Green Cir,steve@mosaicwealth.com,,Salesforce
11185800,Inactive Investor,Carly Guardi,,"Allstate Financial Services, LLC Naperville IL 24W500 Maple Ave",carlyhiteman@allstate.com,,Salesforce
10886513,Inactive Investor,Gregory Jackson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10805358,Inactive Investor,Peter Stabell,Financial Advisor,"Wells Fargo Clearing Services, LLC Miramar Beach FL 625 Grand Blvd",peter.stabell1@wellsfargoadvisors.com,,Salesforce
10972989,Inactive Investor,Taylor Mitchell,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11044241,Inactive Investor,Christopher Casey,Wealth Planning Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,christopher-za.casey@ubs.com,,Salesforce
9590568,,Steven Kadoch,,,kadoch.steven@gmail.com,,List import
10859703,Inactive Investor,Kirby Houchin,Investment Advisor Representative;Principal,Arbor Capital Management Inc,khouchin@acminc.com,ext. 103,Salesforce
11134940,Inactive Investor,Y Elena Shull,Associate;Financial Associate,Thrivent Investment Management Inc. Red Bud IL 122 N Main St,yelena.shull@thrivent.com,,Salesforce
10857761,Inactive Investor,Valerie Stanton,,"Farmers Financial Solutions, LLC Desoto TX 235 E Belt Line Rd",vstanton@farmersagent.com,,Salesforce
9610064,,TROY PETERSON,,,troypeterson@usa.net,,List import
9635092,,John Garrett,,,john@cbam.com,,List import
9590138,,Alexander Yaftali,,,ayaftali@monographwealth.com,,List import
9558410,,Benjamin Lien,,,benjamin@gaoadvisors.com,,List import
9567417,,Cynthia Siantar,,,cynthia.siantar@gmail.com,,List import
370542,,David Hernandez,,United States,davidhernandez3991@gmail.com,,Salesforce
11135014,Inactive Investor,Kirk Anderson,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
9592554,,Christian Olivo,,,olivo.chris@gmail.com,,List import
11011377,Inactive Investor,Arthur Barr,,LPL Financial LLC Owings Mills MD Private Residence,arthur.barr@lpl.com,,Salesforce
11139578,Inactive Investor,Brenda Reid,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,brenda.reid@fidelity.com,,Salesforce
9640892,,Paolo Stefan,,,paolo.stefan@solidarietaveneto.it,,List import
11061792,Inactive Investor,Manuel De La Maza,Senior Wealth Advisor,LPL Financial LLC Miami FL 15715 S Dixie Hwy,manuel.de-la-maza@lpl.com,,Salesforce
9615510,,Nicholas Zagoreos,,,nick@nayms.com,,List import
10790583,Inactive Investor,James Toft,Financial Advisor,Edward Jones Denver CO 1225 17th St,jim.toft@edwardjones.com,,Salesforce
11188521,Inactive Investor,Anthony Beccone,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster PA 180 Good Dr",anthony.becconejr@ampf.com,,Salesforce
9569348,,Antonio -,,,caldas@viridi.com.br,,List import
11171610,Inactive Investor,Timothy Accurso,Financial Advisor,Prime Capital Financial,taccurso@pciawealth.com,,Salesforce
10950146,Inactive Investor,Andrew Widman,Senior Financial Representative,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",widman.andrew@principal.com,,Salesforce
11203774,Inactive Investor,Leo Choquette,,Park Avenue Securities LLC Middleton MA 35 Village Rd,,,Salesforce
11174306,Inactive Investor,Ryan Brunnock,,LPL Financial LLC Morristown NJ 305 Madison Ave,ryan.brunnock@lpl.com,,Salesforce
10838336,Inactive Investor,Doris Leclaire,,Revere Securities LLC,dleclaire@reveresecurities.com,,Salesforce
11206642,Inactive Investor,Jody Delvechio,Financial Professional,LPL Financial LLC Hickory NC 3023 S NC 127 Hwy,jody.delvechio@lpl.com,,Salesforce
11229938,Inactive Investor,Colin Pan,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",,,Salesforce
10929508,Inactive Investor,Gevorg Harutyunyan,,Country Capital Management Company Reno NV 10615 Professional Cir,gevorg.harutyunyan@countryfinancial.com,,Salesforce
9584735,,Gregory Lesko,,,glesko@leskofinancial.com,,List import
10885821,Inactive Investor,George Burgin,Financial Advisor,Thrivent Investment Management Inc. Olympia WA 1624 4th Ave E,george.burgin@thrivent.com,,Salesforce
9558370,,Stacey Sherbinsky,,,s.sherbinsky@voyafa.com,,List import
9581201,,Amanda Entenberg,,,amanda.entenberg@fmr.com,,List import
11185169,Inactive Investor,James Reeves,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,jmreeves@ft.newyorklife.com,,Salesforce
10972256,Inactive Investor,James Tate,Financial Advisor,"Stifel Independent Advisors, LLC Venice FL 2351 E Venice Ave",tatej@stifelindependence.com,,Salesforce
10425853,,Al M,,,amehdi14@gmail.com,,Web Form Fillout
10838758,Inactive Investor,Thomas Riker,,"Southeast Investments, N.C., Inc.",,,Salesforce
10923139,Inactive Investor,Christopher Henson,Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9604173,,EMILIE GALLAGHER,,,egallagher3@bloomberg.net,,List import
10865004,Inactive Investor,Jeffrey Zemito,,"Osaic Wealth, Inc. Westlake OH 1651 Crossings Pkwy",,,Salesforce
11012212,Inactive Investor,Yang Zhang,Financial Advisor,Edward Jones Rancho Cucamonga CA 12487 N Mainstreet,,,Salesforce
11132361,Inactive Investor,Charles Jaquess,,Sigma Financial Corporation Allen TX 101 W McDermott Dr,,,Salesforce
10948617,Inactive Investor,Tammie Grisso D'Allura,,"Allstate Financial Services, LLC High Point NC 3815 Tinsley Dr",tammiedallura@allstate.com,,Salesforce
10869071,Inactive Investor,Samuel Wright,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11171525,Inactive Investor,Bradley Pierro,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",bradley.pierro@nm.com,,Salesforce
10965384,Inactive Investor,Kevin Yanza,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 499 Old Country Rd",kevin.yanza@ml.com,,Salesforce
11207397,Inactive Investor,Todd Schliiter,Chief Compliance Officer;President,"Sila Financial, LLC",,,Salesforce
10855149,Inactive Investor,Donald Swain,Chief Investment Officer;Partner;Vice President,"Professional Financial Management, Inc.",donald.swain@pfmria.com,,Salesforce
10940519,Inactive Investor,Joseph Sartini,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11081952,Inactive Investor,Michael Sansone,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_sansone@vanguard.com,,Salesforce
10849936,Inactive Investor,Sergio Villa,,United Planners' Financial Services of America A Limited Partner Santa Barbara CA 1020 State St,,,Salesforce
11161763,Inactive Investor,Wesley Wilder,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,wesleywilder@statefarm.com,,Salesforce
10486783,,Robert DeBeer,Managing Director,"Stifel, Nicolaus & Company, Incorporated",robert.debeer@stifel.com,,List Import
238058,, -,,[[Unknown]],78997988@qq.com,,
10892101,Inactive Investor,Joseph Teague,Financial Advisor,Edward Jones Little Rock AR 8201 Ranch Blvd,joe.teague@edwardjones.com,,Salesforce
10974515,Inactive Investor,Jessica Nieto,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",jessica.nieto@mutualofomaha.com,,Salesforce
11066655,Inactive Investor,Whitney Riley,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Fredericksburg VA 725 Jackson St,wriley@janney.com,,Salesforce
10943907,Inactive Investor,Frederick Gillis,Financial Advisor,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10804182,Inactive Investor,Athanasios Preovolos,Chief Compliance Officer;Chief Legal Officer,Alpha & Omega,,,Salesforce
11063755,Inactive Investor,Joseph Odonnell,,"Avantax Investment Services, Inc. Cleveland OH 4711 Brookpark Rd",,,Salesforce
10878077,Inactive Investor,Nathan Craig,,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",nathan.craig@wfafinet.com,,Salesforce
10830538,Inactive Investor,Jeffrey Frieder,,"Avantax Investment Services, Inc. New York NY 225 W 34th St",friederj@myavantax.com,,Salesforce
10841048,Inactive Investor,Robin Tribbett,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",robin.tribbett@wellsfargoadvisors.com,,Salesforce
9600050,,Valerie Devol,,,vdevol@wrapmanager.com,,List import
11052446,Inactive Investor,Jeremiah Whiddon,Financial Planner;Owner;Partner,OnTrack Wealth Management,,,Salesforce
10949668,Inactive Investor,Bryan Willson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11260386,Inactive Investor,Shari Watkins,,Thrivent Investment Management Inc.,,,Salesforce
10994188,Inactive Investor,Kaleb Fleming,Investment Consultant,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",,,Salesforce
10789271,Inactive Investor,Ryan Wilson,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,ryan.wilson@ceterainvestors.com,,Salesforce
11054675,Inactive Investor,Garrett Sadusky,,"Farmers Financial Solutions, LLC Denver CO 4045 Pecos St",gsadusky@farmersagent.com,,Salesforce
10825558,Inactive Investor,Frank Calabrese,,"Nations Financial Group, Inc. Fairfield NJ 363 US Hwy 46",,,Salesforce
9553413,,Pamela Schubert,,,pamela@savantig.com,,List import
10771557,Inactive Investor,Patrick Daly,Vice President - Investments,"LaSalle St Securities, L.L.C. Mendham NJ 7 W Main St",dalyp@stifel.com,,Salesforce
10850305,Inactive Investor,Jonathan Jackson,,"M Holdings Securities, Inc. Oliver Springs TN Private Residence",jonathan.jackson@mfin.com,,Salesforce
9641850,,Pierre Bergeron,,,pierre.bergeron@pbiactuarial.ca,,List import
10813561,Inactive Investor,Mark Williams,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",mark.c.williams@ampf.com,,Salesforce
11003163,Inactive Investor,Cale Newlin,Financial Advisor,Edward Jones Marion IL 810 E Deyoung St,cale.newlin@edwardjones.com,,Salesforce
11018458,Inactive Investor,Jonathan Weeks,,Capital Fluency,,,Salesforce
11180437,Inactive Investor,Keith Banks,,LPL Financial LLC Valley Stream NY Private Residence,keith.banks@lpl.com,,Salesforce
11041776,Inactive Investor,James Diepenbrock,Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",james.diepenbrock@wellsfargoadvisors.com,,Salesforce
11094112,Inactive Investor,Robert Turner,,"Trustmont Financial Group, Inc. Hermitage PA 40 Snyder Rd",,,Salesforce
10789880,Inactive Investor,Trent Driggers,Financial Advisor,Edward Jones Snyder TX 1906 30th St,trent.driggers@edwardjones.com,,Salesforce
237179,, -,,[[Unknown]],mikesmalling@gmail.com,,
9648328,,Kesner Adams,,,kesnerbrooklyn@gmail.com,,List import
11140037,Inactive Investor,Issam Alhabbal,,Fidelity Brokerage Services LLC,,,Salesforce
10920026,Inactive Investor,John Gallia,Advisor,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",jgallia@rfgadvisory.com,,Salesforce
10908679,Inactive Investor,Darla East,Compliance Officer;Managing Member;President,"D Squared Capital Management, LLC",,,Salesforce
10927677,Inactive Investor,Nathan Wankel,Broker,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
242954,,Fred Church,M.D.,Retired,fredchurch@comcast.net,,Manual List Upload
10899944,Inactive Investor,Heidi Morshead,Financial Advisor;Wealth Management Advisor,Shira Ridge Wealth Management,heidi@shiraridge.com,,Salesforce
9570223,,Jack Day,,,jack.day@hotmail.com,,List import
10659656,,Jon Urbach,,,jon.urbach@fidelity.com,,List Import
11075006,Inactive Investor,Franklin Scudder,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",,,Salesforce
11152364,Inactive Investor,Trinnell Taylor,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,trinnell.taylor@fidelity.com,,Salesforce
9572105,,Ross Weiner,,,ross.weiner@decade-llc.com,,List import
10838430,Inactive Investor,Phillip Dickson,Managing Member;Regulatory Contact,"HD Money, Inc.",phillip@vimvest.com,,Salesforce
10930059,Inactive Investor,Jeffrey Babcock,,"CreativeOne Securities, LLC Oceanside CA 2101 S El Camino Real",,,Salesforce
10456736,,James Chen,,,jc@bluelakepartners.com.au,,Web Form Fillout
10789775,Inactive Investor,Walter Kukowski,,Santander Securities LLC Englishtown NJ 345 Union Hill Rd,walter.kukowski@santanderinvestments.com,,Salesforce
10798073,Inactive Investor,Timothy Harrison,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
10974181,Inactive Investor,Ryan Ostoski,,"Raymond James & Associates, Inc.",,,Salesforce
11112111,Inactive Investor,Kayli Christensen,Private Client Advisor,J.P. Morgan Securities LLC Loveland CO 1375 Eagle Dr,,,Salesforce
11091188,Inactive Investor,Robert Kuech,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",,,Salesforce
9636156,,Zack Wilson,,,zwilson@impaxam.com,,List import
10934166,Inactive Investor,Daniel Lawlor,,PFS Investments Inc. Fredericksburg VA 12225 Amos Ln,daniel.lawlor@primerica.com,,Salesforce
9586845,,Ron Kroschwitz,,,rkroschwitz@interstateoutdoor.com,,List import
10894948,Inactive Investor,Bryan Ripellino,,"Allstate Financial Services, LLC Orchard Park NY 3847 N Buffalo St",bryanripellino@allstate.com,,Salesforce
10944825,Inactive Investor,Anthony Argy,Private Client Banker,J.P. Morgan Securities LLC Yorba Linda CA 17490 Yorba Linda Blvd,anthony.argy@jpmorgan.com,,Salesforce
10879728,Inactive Investor,Jacey Cosentino,,Edward Jones Pensacola FL 200 S Tarragona St,jacey.cosentino@edwardjones.com,,Salesforce
10816305,Inactive Investor,Clayton Morgan,,Evercore Group L.L.C. Houston TX 909 Fannin St,clayton.morgan@evercore.com,,Salesforce
10874937,Inactive Investor,Robert Morales,Financial Advisor,Edward Jones Lawton OK 1344 NW Homestead Dr,joe.morales@edwardjones.com,,Salesforce
11098250,Inactive Investor,Manesh Dave,,"Liberty Partners Financial Services, LLC",mdave@libertypfs.com,,Salesforce
10806073,Inactive Investor,Stephen Schwarzbach,Founder;Managing Partner,Icon Wealth Partners,,,Salesforce
11012250,Inactive Investor,Matthew Thompson,,"Robinhood Financial, LLC",matthew.thompson@robinhood.com,,Salesforce
11043362,Inactive Investor,Maegan Anders,Chief Compliance Officer;Chief Financial Officer;Founding Partner,"Bowie Capital Management, LLC",manders@bowiecapital.com,,Salesforce
11229941,Inactive Investor,Maxwell Morrill,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",max.morrill@nm.com,,Salesforce
11062001,Inactive Investor,Alexander Albert,Chief Compliance Officer;Financial Advisor;General Manager,Lincoln Capital Corporation,aalbert@lincolncapitalcorp.com,,Salesforce
11109317,Inactive Investor,Aaron Miller,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",aaron.miller@nm.com,,Salesforce
9610027,,Fernando Moll,,,movilmoll@hotmail.com,,List import
10909391,Inactive Investor,George Lee,Chief Compliance Officer;Managing Member;Wealth Advisor,"Oak Springs Wealth Management, LLC",,,Salesforce
10910517,Inactive Investor,Anthony Dellarocca,,"Cadaret, Grant & Co., Inc. Melville NY Private Residence",adellarocca@ae.cadaretgrant.com,,Salesforce
10857150,Inactive Investor,William Wagner,,Cetera Advisor Networks LLC Buffalo NY 3625 Seneca St,william.wagner@ceteranetworks.com,,Salesforce
11032066,Inactive Investor,Wyatt Guggisberg,Chief Compliance Officer;Managing Director,"Casoro Investment Advisory Firm, LLC",,,Salesforce
9466716,,Gregory Wright,,Gregory Wright,gmwright85@gmail.com,,Organic Search
10896314,Inactive Investor,Jason Pike,Partner;Regulatory Contact,CoreVISION Financial Group,jason@corevisionfg.com,,Salesforce
11060728,Inactive Investor,Robert Parrish,,LPL Financial LLC Puyallup WA Private Residence,robert.parrish@lpl.com,,Salesforce
11152142,Inactive Investor,Lance Strom,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 14985 Glazier Ave",lance.2.strom@ampf.com,,Salesforce
10442415,,John Thomas,,,surprisejohnk@gmail.com,,Web Form Fillout
11066439,Inactive Investor,Scott Hazelton,Senior Financial Advisor,Edward Jones Clarkston MI 5760 Clarkston Rd,scott.hazelton@edwardjones.com,,Salesforce
10972071,Inactive Investor,Christopher Gray,,SECU Brokerage Services Barco NC 100 Fyvie Dr,christopher.gray@ncsecu.org,,Salesforce
10951379,Inactive Investor,Billy Craven,,"Woodmen Financial Services, Inc.",becraven@woodmen.org,,Salesforce
9541924,,Piper Cucu,,,cucumis.beatus@gmail.com,,List import
11038484,Inactive Investor,Mary Hendrix,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,mary.hendrix@ncsecu.org,,Salesforce
9626962,,Darrin Manning,,,paroo.dmm69@gmail.com,,List import
10970545,Inactive Investor,Tyler Murphy,Associate Wealth Advisor,"The Colony Group, LLC Boston MA 2 Atlantic Ave",tmurphy@thecolonygroup.com,,Salesforce
10797616,Inactive Investor,Chad Christensen,Chief Compliance Officer;Managing Member;Partner;Vice President,Semper Augustus Investments Group LLC,csc@semperaugustus.com,,Salesforce
11260358,Inactive Investor,Stephanie Robson,,"Osaic Wealth, Inc. Newport Beach CA 3300 Irvine Ave",,,Salesforce
11063095,Inactive Investor,Howard Rappaport,Chief Compliance Officer;President,"Cornermen Financial, LLC",jay@cornermenfinancial.com,,Salesforce
10957362,Inactive Investor,Matthew Hawes,Associate,Edward Jones Plant City FL 2806 James L Redman Pkwy,matt.hawes@edwardjones.com,,Salesforce
11011163,Inactive Investor,Adam Maher,,"Moloney Securities Co., Inc. Osage Beach MO 5886 Osage Beach Pkwy",amaher@moseco.com,,Salesforce
11201274,Inactive Investor,Tair Herron-Mccloud,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,therronmccloud@primerica.com,,Salesforce
11146476,Inactive Investor,Sara Fordyce,Financial Advisor,Park Avenue Securities LLC Crestview FL 898 N Ferdon Blvd,sara_fordyce@glic.com,,Salesforce
11182705,Inactive Investor,Hayden Dieterle,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10523332,,Chandana Gangodagamage,,,chhandana@gmail.com,,Web Form Fillout
188634,,yikai feng,,[Unknown],yikai.feng0319@gmail.com,,Paid Social
10929152,Inactive Investor,Robert Schultz,Chief Operations Officer;Partner;Wealth Advisor,"Rollins Financial Advisors, LLC",rschultz@rollinsfinancial.com,,Salesforce
9644433,,A A,,,mukul007@gmail.com,,List import
11118569,Inactive Investor,Lawana Banks,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,lawana.miller@primerica.com,,Salesforce
9557899,,Thomas Alexander,,,alexander.tom@principal.com,,List import
11113768,Inactive Investor,Sarah Unfried,Financial Advisor;Financial Planning Specialist,Morgan Stanley Fairhope AL 7530 Parker Rd,sarah.souers@morganstanley.com,,Salesforce
10486571,,Lucinda Neumann,"Chief Compliance Officer, Chief Executive Officer, President",Smith Group Asset Management,luci@smithasset.com,,List Import
205227,,Barry Toole,Senior Compliance Officer,"Pensionmark Financial Group, LLC",barry.toole@pensionmark.com,805-456-6260,Paid Search
10849392,Inactive Investor,Stephen Bottomley,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Anderson IN 800 Main St",steve.bottomley@stifel.com,,Salesforce
11156332,Inactive Investor,Christopher Freeman,,Capital Synergy Partners,,,Salesforce
10934956,Inactive Investor,Michael Williams,Financial Advisor,"Dempsey Lord Smith, LLC",michael.williams@dempseyi.com,,Salesforce
10824794,Inactive Investor,Angela Kropf,,"Stifel, Nicolaus & Company, Incorporated Grass Valley CA 404 Sierra College Dr",kropfa@stifel.com,,Salesforce
45114,,Michael Tillman,Manager,Tillman Hartley Llc,mtillman@tillmanhartley.com,352-335-9015,Manual List Upload
10988988,Inactive Investor,Yvonne Sitahal,,PFS Investments Inc. West Palm Beach FL 9112 Hwy A1A Alt,ysitahal@primerica.com,,Salesforce
10859626,Inactive Investor,Michael Shore,Product Owner,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",michael.shore@wfadvisors.com,,Salesforce
240320,,Terri Berish,,[Unknown],terriberish@gmail.com,,Direct
11043756,Inactive Investor,Nicholas Jones,,"Northwestern Mutual Investment Services, LLC Pensacola FL 108 Palafox Pl",,,Salesforce
11104881,Inactive Investor,Angelia Brown,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,angelia.brown@morganstanley.com,,Salesforce
9558966,,Muhsin Akkurt,,,mcakkurt@hotmail.com,,List import
10804718,Inactive Investor,Melissa Dixon,Financial Advisor,LPL Financial LLC Fort Collins CO 1136 E Stuart St,melissa.dixon@lpl.com,,Salesforce
10886328,Inactive Investor,William Salem,,"Osaic Wealth, Inc. New Kensington PA 21 Feldarelli Sq",,,Salesforce
9648089,,mohamad shazirul samion,,,mosh_official2@yahoo.com,,List import
10953772,Inactive Investor,Robert Blank,,Goldman Sachs & Co.,,,Salesforce
10897161,Inactive Investor,Mariana Zanin Ferreira Zuanetti,Wealth Strategy Associate,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,mariana.zuanetti@ubs.com,,Salesforce
10844066,Inactive Investor,Jarrett Perez,Associate Vice President;Branch Manager;Financial Advisor,D.A. Davidson & Co. Fresno CA 7110 N Fresno St,jperez@dadco.com,,Salesforce
9609986,,SEAN GANNON,,,sgannon8@gmail.com,,List import
155282,,Arlene SANDRONI,,[Unknown],miley1157@yahoo.com,,
11001593,Inactive Investor,Lorri Milewski,,Edward Jones Monroe MI 214 E Elm Ave,,,Salesforce
10858349,Inactive Investor,Dana Binsbachar,,"IFG Advisory, LLC",,,Salesforce
10786873,Inactive Investor,Pedro Vicent,,EFG Capital International,,,Salesforce
11187429,Inactive Investor,Katrina Niehaus,,Goldman Sachs & Co.,katrina.niehaus@gs.com,,Salesforce
11103439,Inactive Investor,Luis Espinoza,,IP Financial Advisory Services LLC Riverside CA 4199 Flat Rock Dr,lespinoza@innovationpartnersllc.com,,Salesforce
9636746,,Paul Knollmeyer,,,pknollmeyer@highbridge.com,,List import
9557298,,Sherman HARRIS,,,mr1dful007@gmail.com,,List import
10912052,Inactive Investor,Kevin Mazikowski,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kevin_mazikowski@vanguard.com,,Salesforce
11015656,Inactive Investor,Harin Kornsri,,"Decker & Co, LLC",,,Salesforce
10997094,Inactive Investor,Kelly Myers,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11090431,Inactive Investor,Derek Wright,,Thornburg Securities Corporation,dwright@thornburg.com,,Salesforce
10895273,Inactive Investor,Stephanie Matt,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",stephanie.a.matt@nm.com,,Salesforce
11056564,Inactive Investor,Samantha Hurst,Financial Advisor,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,samantha.hurst@morganstanley.com,,Salesforce
11004548,Inactive Investor,Peggy Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,peggy_williams@vanguard.com,,Salesforce
11112008,Inactive Investor,Vince Caruana,Financial Advisor,Hilltop Securities Inc. Roseville CA 3400 Douglas Blvd,vince.caruana@hilltopsecurities.com,,Salesforce
10942378,Inactive Investor,Nicholas Sanchez,,Fidelity Brokerage Services LLC,,,Salesforce
11205058,Inactive Investor,Shanon Patterson,Financial Professional,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",shanon.patterson@prudential.com,,Salesforce
10857454,Inactive Investor,John D'Addario,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",john.daddario@ml.com,,Salesforce
6106165,,Leonardo Amorim,,,leonardoamorim887@gmail.com,,Web Form Fillout
11174772,Inactive Investor,Stephanie Kobin,Financial Advisor,Edward Jones Appleton WI W5669 County Road KK,stephanie.kreuser@edwardjones.com,,Salesforce
11047543,Inactive Investor,Daniel Evans,Capital Strategist;Chief Compliance Officer,"Strategy Cap, LLC",danny@strategycapinc.com,,Salesforce
346021,,Robin Anderson,"Chief Financial Officer, Chief Compliance Officer",Fourthstone Llc,randerson@4thstone.com,800-771-8071,
10964231,Inactive Investor,Stephen Corbett,,"Bankers Life Securities, Inc. Clearwater FL 73 N Park Place Blvd",stephen.corbett@bankerslife.com,,Salesforce
10784721,Inactive Investor,Geoffrey Hart,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,geoffrey.hart@jpmorgan.com,,Salesforce
11152651,Inactive Investor,Avery Hamann,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",averyhamann@weg1.com,,Salesforce
11016988,Inactive Investor,Matthew Doak,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
9642484,,Arsenio Tio,,,mdtio@nyc.rr.com,,List import
11013845,Inactive Investor,Denver Cade,Financial Advisor,Thrivent Investment Management Inc. Traverse City MI 515 W Fourteenth St,denver.cade@thrivent.com,,Salesforce
11082059,Inactive Investor,John Colucci,Chief Operating Officer,Fayez Sarofim & Co.,jcolucci@sarofim.com,,Salesforce
11165161,Inactive Investor,Alexander Knapp,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",alexander.knapp@ml.com,,Salesforce
10937869,Inactive Investor,John Kwee,,"DFPG Investments, LLC Honolulu HI 1001 Bishop St",,,Salesforce
11139060,Inactive Investor,Nicolas Rodriguez,,J.P. Morgan Securities LLC Pompano Beach FL 6500 N State Road 7,nicolas.rodriguez@chase.com,,Salesforce
10619480,,Sarah Udolph,,,sarah.kitchell@morganstanley.com,,List Import
241106,Inactive Investor,James Reichert,,NEPC,jreichert@nepc.com,(617) 374-1300,Database Upload
10830736,Inactive Investor,Michelle Mackie,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",michelle.mackie@wellsfargoadvisors.com,,Salesforce
11125551,Inactive Investor,Robert Desfosses,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",robert_desfosses@ml.com,,Salesforce
10657072,,Stewart Smith,,,craig.smith.nsdn@statefarm.com,,List Import
11007887,Inactive Investor,Netai Schwartz,,Citigroup Global Markets Inc.,,,Salesforce
11230499,Inactive Investor,James Pfister,Financial Advisor,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",,,Salesforce
11209367,Inactive Investor,Jeremy Schoenhoft,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jeremy.schoenhoft@schwab.com,,Salesforce
10644847,,Lindsey Piegza,,,piegzal@stifel.com,,List Import
10962760,Inactive Investor,Marlon Johnson,,Cetera Advisor Networks LLC Atlanta GA 2300 Windy Ridge Pkwy SE,johnsonm@ceteranetworks.com,,Salesforce
11082468,Inactive Investor,Darek Williams,Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. San Diego CA 145 Broadway,darek.williams@citi.com,,Salesforce
10874086,Inactive Investor,Martin Gutierres,,State Farm VP Management Corp. Van Nuys CA 7147 Woodley Ave,,,Salesforce
11174958,Inactive Investor,Cherie Beasley,Registered Associate,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,cherie.k.beasley@morganstanley.com,,Salesforce
11046891,Inactive Investor,Khori Atwell,,Thrivent Investment Management Inc.,khori.atwell@thrivent.com,,Salesforce
729,,,,,bradharrell67194@freenet.de,,
11092731,Inactive Investor,Stephen Gesualdi,Associate Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Wakefield MA 401 Edgewater Pl",stephen.gesualdi@ampf.com,,Salesforce
9598861,,Graham Vosburg,,,vosburgm@gmail.com,,List import
10933427,Inactive Investor,John Brandt,Financial Advisor,"Ameriprise Financial Services, LLC Webster City IA 530 2nd St",john.brandt@ampf.com,,Salesforce
114281,,Carter Mcmillan,"Chief Compliance Officer, Managing Member, Portfolio Manager","McMillan Capital Management, LLC",cmcmillan@mcmillancap.com,214-658-1460,Manual List Upload
10982437,Inactive Investor,Tracy Fakes,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",tracy.fakes@nm.com,,Salesforce
11107521,Inactive Investor,Jennifer Kundrot,Wealth Manager,Financially In Tune,jennifer@financiallyintune.com,,Salesforce
10616141,,John Kane,,,john.f.kane@jpmorgan.com,,List Import
11155769,Inactive Investor,Dustin Leray,Financial Advisor,"Ameriprise Financial Services, LLC Houma LA 664 Corporate Dr",dustin.leray@ampf.com,,Salesforce
10989275,Inactive Investor,Aaron Sloan,,United Advisor Group Springfield MO 3800 S Greystone Ct,,,Salesforce
9583502,,Raymond Ramos,,,raymond.ramos@usaa.com,,List import
10854999,Inactive Investor,David Chang,,J.P. Morgan Securities LLC Chicago IL 1809 W Lawrence Ave,david.chang@jpmorgan.com,,Salesforce
10900930,Inactive Investor,Saly Ortiz,Client Service Associate;Registered Client Service Associate,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",,,Salesforce
333788,,Lochiel Crafter,"Executive Vice President, Head","Ssga Funds Management, Inc.",lochiel_crafter@ssga.com,617-786-3000,Manual List Upload
11187701,Inactive Investor,Kathleen Lynn,Branch Office Manager;Financial Advisor;Senior Vice President - Private Client Group,Janney Montgomery Scott LLC Royersford PA 542 N Lewis Rd,klynn@janney.com,,Salesforce
9606440,,Shaun Martinak,,,shaun.martinak@bci.ca,,List import
10873777,Inactive Investor,William Wittich,,LPL Financial LLC Cincinnati OH 5715 Harrison Ave,william.wittich@lpl.com,,Salesforce
11097092,Inactive Investor,Alan Freiman,Investment Advisor,Verona Capital Management LLC Santa Monica CA 1821 Wilshire Blvd,,,Salesforce
10807965,Inactive Investor,Hollis Kelley,Financial Advisor,Edward Jones Glenwood Springs CO 2700 Gilstrap Ct,hollis.kelley@edwardjones.com,,Salesforce
11059391,Inactive Investor,Dylan Brennan,,NWF Advisory Services Inc Indio CA 49608 Escalante St,,,Salesforce
11153146,Inactive Investor,Kaelan Replogle,,Jefferies LLC Houston TX 333 Clay St,kreplogle@jefferies.com,,Salesforce
10603882,,William Ginsberg,"Chief Executive Officer, President","The Community Foundation For Greater New Haven, Inc.",wginsberg@cfgnh.org,,List Import
11082750,Inactive Investor,Rachel Terry,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10596580,,Randy Roebuck,,,randy.roebuck@raymondjames.com,,Web Form Fillout
10879657,Inactive Investor,Kelly Camarillo,,"Charles Schwab & Co., Inc. Mckinney TX Private Residence",,,Salesforce
10924182,Inactive Investor,Eric Cheng,Assistant Vice President;Financial Solutions Advisor,"Raymond James & Associates, Inc. Walnut Creek CA 2999 Oak Rd",eric.cheng@raymondjames.com,,Salesforce
336634,,Joby Raymond,Financial Planning Analyst,"Castleview Partners, Llc",jraymond@castleviewpartners.com,214-710-1995,Manual List Upload
11196826,Inactive Investor,Leslie Grant,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",lesliegrant@weg1.com,,Salesforce
10853199,Inactive Investor,Matthew Weight,Director;Shareholder,Speece Thorson Capital Group Inc,mweight@stcapital.com,,Salesforce
10776650,Inactive Investor,Gregory Pusinelli,Partner;Wealth Advisor,William Blair,gpusinelli@williamblair.com,,Salesforce
11137827,Inactive Investor,Conor Whitney,,Goldman Sachs & Co.,,,Salesforce
9624502,,Kirk Dahring,,,kirk.dahring@dca401k.com,,List import
10787933,Inactive Investor,Tracy Hennrich,,"Empower Financial Services, Inc Hunt Valley MD 50 Schilling Rd",tracy.hennrich@gwrs.com,,Salesforce
11112750,Inactive Investor,E Peters,,"Kestra Investment Services, LLC Mobile AL 153 W I65 Service Rd N",,,Salesforce
10928535,Inactive Investor,Jill Cobb,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Paris TX 1305 Lamar Ave",jill.cobb@benjaminfedwards.com,,Salesforce
9585579,,Jared Baize,,,jared.baize@suntrust.com,,List import
11123181,Inactive Investor,Humberto Raya Vazquez,,J.P. Morgan Securities LLC Naperville IL 1396 N Rte 59,humberto.rayavazquez@chase.com,,Salesforce
128561,,Mary Matthews,,"Mycio Wealth Partners, Llc",mary.matthews@myciowp.com,,
10804542,Inactive Investor,Charles Dickinson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
9582809,,William Smith,,,cole.smith@ifpadvisor.com,,List import
11147074,Inactive Investor,Cameron Noorany,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,cameron.noorany@lpl.com,,Salesforce
11086356,Inactive Investor,Kenton Dotas,Financial Advisor,Edward Jones Saint Paul MN 1077 Helmo Ave N,kent.dotas@edwardjones.com,,Salesforce
10464422,,Yuyao Zhang,,,cocosyy430@gmail.com,,Web Form Fillout
11042962,Inactive Investor,Jeffrey Pellissier,,"Farmers Financial Solutions, LLC Los Angeles CA 8235 Santa Monica Blvd",jpellissier@farmersagent.com,,Salesforce
10866652,Inactive Investor,Christian Herrera,,Network 1 Financial Securities Inc.,,,Salesforce
11129569,Inactive Investor,Amy Boothe-Fuentes,,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,aboothe-fuentes@janney.com,,Salesforce
9545371,,Soledad Contreras,,,sol@coindesk.com,,List import
7089561,,James Smith,,,gafixi8195@maazios.com,,Web Form Fillout
10869147,Inactive Investor,Zhiyuan Zhang,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",zhiyuan.zhang@tfaconnect.com,,Salesforce
9598552,,Barbara Booth,,,bbooth@brfinc.com,,List import
10915804,Inactive Investor,Albert Kuiper,,"Osaic Wealth, Inc. Kalamazoo MI 5659 W Michigan Ave",ajkuiper@osaicwealth.com,,Salesforce
9582546,,Mark Elstner,,,elstner_mark@nlvmail.com,,List import
371804,,ARAVIND SRIKUMAR,,United States,aravindsrikumar@gmail.com,,Salesforce
10885684,Inactive Investor,Noah Krebs,Advisor;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Minneapolis MN 8000 Norman Center Dr",noah.krebs@tiaa.org,,Salesforce
10847511,Inactive Investor,Joseph Aliciene,,"Avantax Investment Services, Inc. Pittston PA 1216 Main St",,,Salesforce
9585286,,Gretchen Peterson,,,jezza1995tichenor@gmail.com,,List import
11146584,Inactive Investor,Alberto Batista,Chief Compliance Officer,In On Capital Miami FL 777 Brickell Ave,,,Salesforce
10791223,Inactive Investor,Malgorzata Barnas-Majkrzak,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
9540577,,Scott Lange,,,slange@camdenasset.com,,List Import
11187805,Inactive Investor,Lisa Robinson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lisa.robinson@tiaa.org,,Salesforce
11167942,Inactive Investor,Aaron Slater,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,aaron.slater.hr5m@statefarm.com,,Salesforce
173074,,Joanna Li,,[Unknown],joanna.li@pulsartradingcap.com,,
10463361,,성현 조,,,wtg2563@naver.com,,Web form fillout
11002206,Inactive Investor,Ethan Kempler,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11024734,Inactive Investor,Svetla Vavova-Clifford,Client Service Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,svetla.vavova-clifford@morganstanleypwm.com,,Salesforce
10905404,Inactive Investor,Deborah Tomblin,,J.P. Morgan Securities LLC Bronx NY 1068 Morris Park Ave,deborah.tomblin@chase.com,,Salesforce
9616914,,John Stauffer,,,john@qs-financial.com,,List import
11223256,,Robert Forte,,,rob.forte@plantemoran.com,,List Import
9599235,,Hae In Park,,,haeinsforce@hotmail.com,,List import
10772630,Inactive Investor,Joel Weiner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",joel.weiner@ml.com,,Salesforce
10855106,Inactive Investor,Derrick Callis,Financial Advisor,Commonwealth Financial Network Friendswood TX 1550 W Bay Area Blvd,dcallis@commonwealth.com,,Salesforce
9575056,,David Myers,,,dmyers@aicinvest.com,,List import
11164777,Inactive Investor,Derek Dolitsky,,Commonwealth Financial Network Saint Louis MO 1001 Craig Rd,ddolitsky@commonwealth.com,,Salesforce
338553,,Wanda Morgan,Chief Financial Officer,"Msouth Equity Partners, Llc",wmorgan@msouth.com,404-816-3255,Manual List Upload
10918374,Inactive Investor,Timothy Cerny,,LPL Financial LLC Owings Mills MD 9505 Reisterstown Rd,,,Salesforce
11124975,Inactive Investor,Travis Mull,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Morganton NC 101 W Un",travis.mull@wellsfargoadvisors.com,,Salesforce
6961941,,Delour Hossain Munsi,,,zorahossin@gmail.com,,Web Form Fillout
9557837,,Sherry Boulay,,,sherry.boulay@suntrust.com,,List import
10839355,Inactive Investor,Michael Madson,Financial Professional,"Equitable Advisors, LLC New Franken WI 499 N New Franken Rd",michael.madson@equitable.com,,Salesforce
10937891,Inactive Investor,Darleen Keller,,Thurston Springer Financial Sarasota FL 333 S Pineapple Ave,dkeller@thurstonspringer.com,,Salesforce
10909501,Inactive Investor,Michael Ballan,,GWN Securities Inc. Hawthorne NJ 1600 Rte 208 N,mballan@gwnsecurities.com,,Salesforce
11160959,Inactive Investor,Kevin Flint,,Commonwealth Financial Network Harrisonburg VA 380 E Market St,kflint@commonwealth.com,,Salesforce
9575964,,Randall Fritts,,,eric@elevatedwealth.com,,List import
11112123,Inactive Investor,Minying Huang,,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,janice.huang@chase.com,,Salesforce
10894108,Inactive Investor,Alexander Gracia,Financial Advisor,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",alexander.gracia@valic.com,,Salesforce
211026,,Brooke Jefferies,,United States,brookejefferies@earthlink.net,,
11236289,Inactive Investor,William Abolghassem,Wealth Advisor,"Firethorn Wealth Partners, LLC",reza@firethornwp.com,,Salesforce
11028706,Inactive Investor,Danny Talbot,,PFS Investments Inc. Columbus GA 6003 Veterans Pkwy,danny.talbot@primerica.com,,Salesforce
9827056,,Carmen-Maria Cucul,,independent,carmen.cucul@yahoo.com,0798829257,Web form fillout
9545724,,Hao Wang,,,hao@quantsatoshi.com,,List import
11095604,Inactive Investor,Thomas Kee,Chief Compliance Officer;Owner;Portfolio Manager;Principal,Equity Logic,tomkee@equitylogic.net,,Salesforce
11143189,Inactive Investor,Mei Moy,Private Banker,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9549647,,Michael Kane,,,michael.kane@hansonmcclain.com,,List import
11074972,Inactive Investor,Gregory Gao,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10771911,Inactive Investor,Jeffrey McNaughton,Financial Planner,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jeff.mcnaughton@equitable.com,,Salesforce
339652,,Matthew Whitcomb,Managing Director,Mgg Investment Group Lp,mwhitcomb@mgginv.com,212-356-6100,Manual List Upload
11096280,Inactive Investor,Lonnie Brockmeier,,"Raymond James Financial Services, Inc. Columbia MO 2801 Woodard Dr",lon.brockmeier@raymondjames.com,,Salesforce
11002197,Inactive Investor,Cole Niekamp,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
10871819,Inactive Investor,David McQuade,Wealth Management Advisor,LPL Financial LLC San Diego CA 750 B St,david.mcquade@lpl.com,,Salesforce
11130259,Inactive Investor,Robert Rose,,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,robert_rose@glic.com,,Salesforce
3840490,,Eddie Acosta,,,ealifetime@gmail.com,,Web Form Fillout
10489404,,James Allen,,Park Avenue Securities LLC Frisco TX 2601 Network Blvd,james.allen@glic.com,,List Import
10800100,Inactive Investor,Robert Foard,Executive Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,robert.c.foard@morganstanley.com,,Salesforce
10664864,,Isabelle Campbell,,,isabellecampbell365@gmail.com,,Web Form Fillout
10972739,Inactive Investor,Jacob Dunn,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jacob_dunn@vanguard.com,,Salesforce
197764,,Nixon Benoit,,private,nixbenoit@gmail.com,7813223245,Organic Search
10895987,Inactive Investor,Marcel Camet,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
10828398,Inactive Investor,Daniel Harriman,,"Cambridge Investment Research, Inc. Cedar Park TX 3001 Glacier Pass",,,Salesforce
9638143,,Paul Lofties,,,plofties@saionline.com,,List import
10780167,Inactive Investor,Joseph Valdrini,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",joseph_valdrini@ml.com,,Salesforce
11003310,Inactive Investor,Christopher Van Horn,,State Farm VP Management Corp. Medford OR 2019 Aero Way,,,Salesforce
5489148,,??????? ??????,,,790hail80@gmail.com,,Web Form Fillout
11209628,Inactive Investor,Philip Blaxton,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO 14767 N Outer 40 Rd",philip.blaxton@edwardjones.com,,Salesforce
10831467,Inactive Investor,Tyler Jaques,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",tyler.jaques@wellsfargoadvisors.com,,Salesforce
9647129,,ricco rizky,,,riccorv12@gmail.com,,List import
5900743,,Anwar Bin Abdussalam Anwar,,AWITA,awita1972@gmail.com,0164343836,Web Form Fillout
10175625,,Anthony DeMartino,,,ademartino@tridig.io,,Web Form Fillout
10975990,Inactive Investor,Crystal Southerland-Shaffer,Private Client Advisor,Key Investment Services LLC Guilford CT 1021 Boston Post Rd,crystal.southerland-shaffer@key.com,,Salesforce
9545314,,Ben Towne,,,btowne@sigma-resources.com,,List import
10944738,Inactive Investor,Bodner Debra,Member,"Double Diamond Investment Group, LLC",,,Salesforce
371759,,Phil Brewster,,[Unknown],philipbrewster@icloud.com,,Salesforce
11200917,Inactive Investor,Byron Hildebrand,Investment Advisor Representative,"Osaic Wealth, Inc. Leesburg VA Private Residence",,,Salesforce
10919879,Inactive Investor,Melody Kump,,"Cambridge Investment Research, Inc. Dripping Springs TX 800 W Hwy 290",mkump@texashillsfg.com,,Salesforce
10834259,Inactive Investor,Richard Hassan,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Stamford CT 300 Stamford Pl,rhassan@rockco.com,,Salesforce
10832020,Inactive Investor,Geoffrey Luchetta,,NYLIFE Securities LLC Denver CO 215 Union Blvd,grluchetta@ft.newyorklife.com,,Salesforce
11254112,Inactive Investor,Stacie Barnett,,LPL Financial LLC Batavia IL 106 W Wilson St,,,Salesforce
11136924,Inactive Investor,Alexa Stroner,Registered Client Service Associate,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,alexa.stroner@msgraystone.com,,Salesforce
198690,,Joshawa Cessor,,Cessyadultstores.com,joshcessor54@gmail.com,18706621505,
10934941,Inactive Investor,John Cook,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
11255034,Inactive Investor,Vincent Digiacomo,Associate Wealth Manager,Fairway Wealth Management LLC,vdigiacomo@fairwaywealth.com,,Salesforce
10612521,,Paul Donas,"Associate Vice President, Financial Advisor",,paul.donas@ampf.com,,List Import
11053398,Inactive Investor,James Cornehlsen,Partner,"Meld Financial, Inc.",,,Salesforce
9595209,,Mary Cherba,,,mary@financialdirectionsllc.com,,List import
10776514,Inactive Investor,Mary Lynes,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",rebecca_lynes@ml.com,,Salesforce
10939805,Inactive Investor,Kristen Sanders,,LPL Financial LLC Canton OH 4001 Whipple Ave NW,kristen.deem@lpl.com,,Salesforce
11033223,Inactive Investor,Renee Michel,,"Osaic Wealth, Inc. Denver CO 2761 W 120th Ave",,,Salesforce
237393,, -,,[[Unknown]],khirulanuar777@gmail.com,,Organic Search
9572241,,David Dahlberg,,,ddahlberg@truenp.com,,List import
9604563,,Tamer Al Hussaini,,,tamer.alhussaini@gmail.com,,List import
11114864,Inactive Investor,Chelsea Haswell,Relationship Banker,The Huntington Investment Company Akron OH 2700 W Market St,chelsea.haswell@huntington.com,,Salesforce
10818045,Inactive Investor,Robert Eberlin,Financial Advisor,HighPoint Planning Partners Des Plaines IL 5600 N River Rd,,,Salesforce
11067455,Inactive Investor,Cassie Stahler,,Country Capital Management Company Geneseo IL 117 E Main St,cassie.stahler@countryfinancial.com,,Salesforce
11169641,Inactive Investor,Stephen Liagre,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",sliagre@financialguide.com,,Salesforce
11027088,Inactive Investor,Victor Krvaric,Registered Client Service Associate,"Osaic Wealth, Inc. San Diego CA 16935 W Bernardo Dr",,,Salesforce
10606504,,Thomas Badger,"Portfolio Manager, Private Wealth Advisor, Senior Vice President - Wealth Management, Vice President - Wealth Management",UBS Financial Services Inc.,thomas.badger@ubs.com,212-626-8947,List Import
10867134,Inactive Investor,Anne Davidson,,State Farm VP Management Corp. Mount Pleasant IA 209 N Jefferson St,,,Salesforce
10759632,Inactive Investor,Douglas Poore,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9611321,,George Papaioannou,,,georgepap@hotmail.com,,List import
9640088,,Kim Stanton,,,kim.stanton@nortonhealthcare.org,,List import
9552866,,Clarence Barney,,,cbarney@levelfouradvisors.com,,List import
180273,,Prateek Arora,,[Unknown],pratiek.arora7@gmail.com,,Organic Search
11149539,Inactive Investor,Scott Burns,,Cetera Advisor Networks LLC Clarion PA 859 E Main St,burnss@ceteranetworks.com,,Salesforce
11197194,Inactive Investor,Marc Copeland,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
374658,,Susanna Daniels,Partner,Hellman & Friedman Llc,sdaniels@hf.com,415-788-5111,Manual List Upload
9630724,,Michael Dolton,,,michaeljdolton@gmail.com,,List import
10783445,Inactive Investor,Terry Eskind,Financial Advisor,Edward Jones Conover NC 806 1st Ave S,terry.eskind@edwardjones.com,,Salesforce
10992426,Inactive Investor,Adam Godino,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",adam.godino@equitable.com,,Salesforce
11209354,Inactive Investor,David Bernstein,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oklahoma City OK 13710 N Pennsylvania Ave",david.bernstein@schwab.com,,Salesforce
371733,,Joseph Ravenelle,,[Unknown],joeravenelle@gmail.com,,Salesforce
10644315,,Brennan Hollenbeck,,,brennan.hollenbeck@lpl.com,,List Import
11198627,Inactive Investor,Bryan Huhn,Chief Compliance Officer;Founder;Managing Principal,"Reflective Wealth Planning, LLC",,,Salesforce
10905803,Inactive Investor,Daniel Stroud,,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
11004796,Inactive Investor,Baylee Luedke,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",baylee.luedke@nm.com,,Salesforce
10993090,Inactive Investor,Darrin Caraway,,PFS Investments Inc. Niceville FL 113 Bailey Dr,dcaraway@primerica.com,,Salesforce
11033436,Inactive Investor,Samuel Vucelich,,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,,,Salesforce
9554552,,Kelly Kelly,,,kelly@kellyfinancial.org,,List import
11100674,Inactive Investor,Trevor Davies,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
10827916,Inactive Investor,Alexandra Tucker,,Goldman Sachs & Co.,,,Salesforce
10656743,,Joan Van Allen,,,joan.vanallen@fmr.com,,List Import
221274,,Anita Sands,,[Unknown],anita.sands@gmail.com,,source
10877043,Inactive Investor,Robert McLamore,Financial Advisor,LPL Financial LLC Houma LA 708 Grand Caillou Rd,shane.mclamore@lpl.com,,Salesforce
10806152,Inactive Investor,Andrew Grennon,Financial Advisor,UBS Financial Services Inc. Portland ME 1 City Ctr,andrew.grennon@ubs.com,,Salesforce
11126609,Inactive Investor,Kaylee Clark,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10801815,Inactive Investor,Kass Welchlin,Financial Advisor,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",,,Salesforce
9608302,,Anthony Wong,,,kennyweng@yahoo.com,,List import
10979421,Inactive Investor,Maya Gervis,,LPL Financial LLC San Francisco CA 295 Bush St,maya.gervis@lpl.com,,Salesforce
10885265,Inactive Investor,John Michael,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9541018,,Terry Masson,,,mass.on.massage@gmail.com,,List import
10923129,Inactive Investor,Ashley Gutierrez,Financial Advisor,The Huntington Investment Company Akron OH 3 Cascade Plz,ashley.gutierrez@huntington.com,,Salesforce
11113003,Inactive Investor,Emily Schaefer,,The Huntington Investment Company Chicago IL 4930 N Milwaukee Ave,emily.helmus@huntington.com,,Salesforce
11000378,Inactive Investor,Taylor Watts,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,taylor.watts@lpl.com,,Salesforce
11147159,Inactive Investor,Nicholas Melnychuk,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",nicholas.melnychuk@ml.com,,Salesforce
11088137,Inactive Investor,Samuel Armour,Chief Compliance Officer;Financial Advisor;Managing Member,"Armour Wealth Advisors, LLC",,,Salesforce
10959436,Inactive Investor,Carlissa Cunningham,,J.P. Morgan Securities LLC Birmingham AL 2401 Crossplex Blvd,carlissa.cunningham@jpmorgan.com,,Salesforce
11057071,Inactive Investor,Fatima Molina,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Columbus OH 1500 W 5th Ave,fatima.molina@jpmorgan.com,,Salesforce
6876755,,Jaspreet Singh,,,jaspreetsingh26.js@gmail.com,,Web Form Fillout
11061693,Inactive Investor,Kirit Mehta,,NYLIFE Securities LLC Chino Hills CA 4735 Titian Ct,kmehta@ft.newyorklife.com,,Salesforce
129005,,Kevin Draudt,,"Valeo Financial Advisors, Llc",kdraudt@valeofinancial.com,,
9586029,,David Drzadinski,,,ddrzadinski@zieglercap.com,,List import
9632823,,Dana Harbin,,,dana_harbinjr@outlook.com,,List import
9644665,,Gabe Selby,Lead Research Analyst,CF Benchmarks,gabriel.selby@cfbenchmarks.com,,List import
9573274,,Kendrick Luse,,,kendrick.luse@point72.com,,List import
10757425,Inactive Investor,James McCarthy,,LPL Financial LLC Lincolnwood IL 4433 W Touhy Ave,james.mccarthy@lpl.com,,Salesforce
10882003,Inactive Investor,Brian Curtis,Financial Advisor,Edward Jones Fort Worth TX 7625 Bellaire Dr S,brian.curtis@edwardjones.com,,Salesforce
9568060,,huy huy huy tran,,,tranhuuduchuy04@gmail.com,,List import
10794075,Inactive Investor,Brian Rusca,,"Wells Fargo Clearing Services, LLC Redwood City CA 2925 Woodside Rd",brian.d.rusca@wellsfargo.com,,Salesforce
372275,,ryan.m.paylor@gmail.com Paylor,,[Unknown],ryan.m.paylor@gmail.com,,Salesforce
11013709,Inactive Investor,Beberly Nichols-Kaufman,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,,,Salesforce
10935632,Inactive Investor,Jody Deel,,"Avantax Investment Services, Inc. Bluefield VA 2007 Leatherwood Ln",,,Salesforce
9573310,,Peter Hughes,,,phughes@bamfunds.com,,List import
9596255,,Daniel King,,,dan.james.king@gmail.com,,List import
11026319,Inactive Investor,Nicolas Lezama,,State Farm VP Management Corp. Greeley CO 3527 W 12th St,,,Salesforce
11047511,Inactive Investor,Stuart Hawkins,,"Parkland Securities, LLC West Hartford CT 15 N Main St",,,Salesforce
370685,,aaa aaaa,,Algeria,aaa@gmail.com,,Salesforce
10812049,Inactive Investor,Mitchell Manoff,,"Corinthian Partners, L.L.C.",mmanoff@corinthianpartners.com,,Salesforce
9632256,,Jiaming Chen,,,jiaming.chen.1987@gmail.com,,List import
11221263,,Dillon Dunn,,,dillon@raineyrandall.com,,List Import
10850529,Inactive Investor,Jennifer King,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jennifer.king@schwab.com,,Salesforce
10776085,Inactive Investor,Robert Hamilton,Assistant Secretary;Chairman;Chief Executive Officer,Hamilton Capital,rmh@hamiltoncapital.com,,Salesforce
11086197,Inactive Investor,David Brown,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10852353,Inactive Investor,Brian Mazgaj,,LPL Financial LLC Bonita Springs FL 9000 Bonita Beach Rd SE,brian.mazgaj@lpl.com,,Salesforce
11010707,Inactive Investor,Silva Hani,,PFS Investments Inc. Foxboro MA 124 Washington St,shani@primerica.com,,Salesforce
11019691,Inactive Investor,Stephen Scherrey,,"Wells Fargo Advisors Financial Network, LLC Conway AR 950 Hogan Ln",steve.scherrey@wfafinet.com,,Salesforce
11107274,Inactive Investor,Matthew Elder,,J.P. Morgan Securities LLC Oak Hill WV 215 Main St,,,Salesforce
9551917,,Kevin Mummau,,,kmummau@cusonet.com,,List import
10799339,Inactive Investor,Christopher Rich,,"Lion Street Financial, LLC Boston MA 75 Arlington St",,,Salesforce
10964682,Inactive Investor,Benjamin Setlak,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
9570208,,David Charnin,,,dcharnin@svpglobal.com,,List import
1001494,Inactive Investor,Todd Saliman,,University of Colorado,todd.saliman@cu.edu,,3rd Party Lead Gen
10646586,,Joseph Yurglich,,,joseph.yurglich@equitable.com,,List Import
11018966,Inactive Investor,Christie Ramos,,PFS Investments Inc. Long Beach CA 161 W Victoria St,cramos@primerica.com,,Salesforce
9552343,,Fredrick Zeh,,,fredrickzeh@synovus.com,,List import
10644751,,Christian Hodneland,,,chodneland@williamblair.com,,List Import
10925584,Inactive Investor,Matthew Morris,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
9644644,,Jared Smith,,,jaredsmith10@gmail.com,,List import
10780961,Inactive Investor,William Franko,Financial Advisor,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",william.c.franko@wellsfargoadvisors.com,,Salesforce
10565333,,Florian Morandell,,,florian.morandell@gmx.de,,Web Form Fillout
10661453,,Daniel Phillips,,,dan@cultiviansbx.com,,List Import
11174038,Inactive Investor,Robert Sarly,,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10961793,Inactive Investor,James Wilson,,"Allstate Financial Services, LLC Rio Rancho NM 7840 Enchanted Hills Blvd NE",jameswilson@allstate.com,,Salesforce
10969242,Inactive Investor,Ronald Baptist,Relationship Manager,"Fifth Third Securities, Inc. Troy MI 2282 W Big Beaver Rd",ronald.baptistii@53.com,,Salesforce
10897952,Inactive Investor,Michael Veit,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Windsor CA 9084 Brooks Rd S,michael.k.veit@jpmorgan.com,,Salesforce
11172273,Inactive Investor,John Rizzo,,"Ameriprise Financial Services, LLC Manalapan NJ Private Residence",,,Salesforce
10831760,Inactive Investor,Carl Rickmeier,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Fond Du Lac WI 66 S Main St",carl.rickmeier@rbc.com,,Salesforce
11052093,Inactive Investor,Daniel Smith,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,dpsmith@ft.newyorklife.com,,Salesforce
203185,,Greg Doakes,,[[Unknown]],enlighten33@msn.com,,Direct
10937249,Inactive Investor,Adam Olson,,"Principal Securities, Inc. Saint Paul MN 2010 Centre Pointe Blvd",olson.adam@principal.com,,Salesforce
11178933,Inactive Investor,Elisa Callejas Dominguez,,J.P. Morgan Securities LLC Dallas TX 10321 Lake June Rd,elisa.callejas-dominguez@jpmorgan.com,,Salesforce
11087934,Inactive Investor,Juan Serna,,J.P. Morgan Securities LLC Chicago IL 2228 S Western Ave,juan.serna@chase.com,,Salesforce
10834154,Inactive Investor,Benjamin Bruton,Chief Compliance Officer;Member;Partner,"Bruton Chisnell Advisors, LLC",,,Salesforce
10799181,Inactive Investor,Samuel Yates,Client Advisor;Managing Director;Senior Institutional Consultant,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
46881,,Robert Blaser,,"Securities America Advisors, Inc.",robert.blaser@securitiesamerica.com,,
246355,,Not Provided,,Susan Darby,susan@susandarby.com,,Manual List Upload
10799799,Inactive Investor,Cara Fuller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cara.fuller@fidelity.com,,Salesforce
11176084,Inactive Investor,Matthew Lake,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",matthew.lee.lake@ml.com,,Salesforce
11131422,Inactive Investor,Zach Strube,Financial Advisor,"Osaic Wealth, Inc. Appleton WI 2 N Systems Dr",,,Salesforce
11255306,Inactive Investor,William Li,Financial Advisor,"Morling Financial Advisors, LLC",,,Salesforce
10856080,Inactive Investor,Wilson Moore,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",wilson.moore@raymondjames.com,,Salesforce
11025469,Inactive Investor,Ashlyn Tucker,Financial Analyst,"RMH Investment Management, LLC",ashlyn@rmhinvestment.com,,Salesforce
11211666,Inactive Investor,Daniel Gagnon,,"Pruco Securities, LLC. Dover NH 6 Dover Point Rd",dgagnon@prudential.com,,Salesforce
10986585,Inactive Investor,Ricardo Ribeiro,Wealth Advisor,First Foundation Advisors,rribeiro@ff-inc.com,,Salesforce
10868297,Inactive Investor,Donald Mccarty,Founder;Owner;Principal,"Financial Decision Partners, LLC",don.mccarty@fdp-planners.com,,Salesforce
10894186,Inactive Investor,Aengus Dubendorf,,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",,,Salesforce
10821943,Inactive Investor,Lauren Loughlin,,"Stifel, Nicolaus & Company, Incorporated Baltimore MD 1 South St",millerl@stifel.com,,Salesforce
10959146,Inactive Investor,Zhuoyu Wang,,J.P. Morgan Securities LLC Fresh Meadows NY 18708 Horace Harding Expy,zhuoyu.wang@chase.com,,Salesforce
10806380,Inactive Investor,Charles Hulley,First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,charles.hulley@ubs.com,,Salesforce
10803595,Inactive Investor,Kevin Barry,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",kevin_barry@ml.com,,Salesforce
11017688,Inactive Investor,Peter Scherbel,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,peter.scherbel.uffc@statefarm.com,,Salesforce
9626271,,Ricardo Gonçalves,,,mrminixd@gmail.com,,List import
10846542,Inactive Investor,David Johnson,Financial Advisor,"Pruco Securities, LLC. Brainerd MN 517 NW 4th St",davidl.johnson@prudential.com,,Salesforce
165334,,john dellinger,,[Unknown],john.dellinger@yahoo.com,,
11197172,Inactive Investor,Terza Wheeler,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",terza.wheeler@wellsfargoadvisors.com,,Salesforce
10960495,Inactive Investor,Andrew Pataky,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11077277,Inactive Investor,William Van Cleave,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10890897,Inactive Investor,David Frick,Financial Consultant,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,david.frick@thrivent.com,,Salesforce
10954452,Inactive Investor,Veronica Cabral,Chief Compliance Officer;Director - Operations;Managing Member,"Warren Street Wealth Advisors, LLC",veronica@warrenstreetwealth.com,,Salesforce
10875743,Inactive Investor,Nicole Kikugawa,,"Valley Wealth Strategies, LLC Sonora CA 316 S Stewart St",nkikugawa@zukfinancial.com,,Salesforce
11176853,Inactive Investor,Jason Hall,Senior Vice President,D.A. Davidson & Co. Tacoma WA 1145 Broadway,,,Salesforce
351693,,Chris Perriello,Managing Director,Alpinvest Partners B.v.,chris.perriello@alpinvest.com,312-054-07575,Manual List Upload
11077510,Inactive Investor,Benjamin Keown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10960523,Inactive Investor,Daniel Langella,Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",daniel.langella@equitable.com,,Salesforce
10760144,Inactive Investor,Michael Sommerfield,,Deutsche Bank Securities Inc.,,,Salesforce
10990407,Inactive Investor,Mitchel Dietrich,,Country Capital Management Company Bettendorf IA 1039 State St,mitch.dietrich@countryfinancial.com,,Salesforce
10656997,,Kristina Veyveris,,,kristina.veyveris@raymondjames.com,,List Import
11139246,Inactive Investor,James Mc Cabe,Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland CT 329 Main St",james.j.mccabe@ampf.com,,Salesforce
11040044,Inactive Investor,Douglass Donaldson,Financial Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,bayard.donaldson@morganstanley.com,,Salesforce
10764695,Inactive Investor,Mark Davis,,LPL Financial LLC Richmond VA 4312 Grove Ave,mark.davis@lpl.com,,Salesforce
10999508,Inactive Investor,Randall Alvord,,MWA Financial Services Inc. Ocala FL 1811 E Fort King St,randall.e.alvord@mwarep.org,,Salesforce
11203606,Inactive Investor,Madeline Hedges,Chief Compliance Officer,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
11085892,Inactive Investor,Travis Richens,Senior Client Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",travis.richens@wellsfargo.com,,Salesforce
11133125,Inactive Investor,Tien-Ling Wang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",catherinetlw.wang@globalinkusa.com,,Salesforce
21472,,Jake Norton,,Stewardship,guitarjake26@gmail.com,,Event
371482,,James August,,None,jaugust2707@gmail.com,2489356564,Salesforce
11069651,Inactive Investor,John Glowka,,"Cambridge Investment Research, Inc. Berlin CT 848 Farmington Ave",john.glowka@cambridgesecure.com,,Salesforce
11083771,Inactive Investor,Joan Stern,Client Associate;Client Service Associate,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,joan.stern@ubs.com,,Salesforce
72851,,Clinton Richey,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",c.richey@transamerica.com,480-528-6664,
10993843,Inactive Investor,Bradley Palmer,,"Kestra Investment Services, LLC Garner NC 1300 Benson Rd",,,Salesforce
10791308,Inactive Investor,Allen Rogers,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Berryville AR 910 W Trimble Ave",allen.rogers@benjaminfedwards.com,,Salesforce
11213204,Inactive Investor,Carlie Powers,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,carlie.powers@fmr.com,,Salesforce
10791268,Inactive Investor,Thomas Repeta,Advisor,Harbor Investment Advisors Portland ME 22 Monument Sq,,,Salesforce
11105995,Inactive Investor,Cooper Brown,,Jefferies LLC,cbrown@jefferies.com,,Salesforce
9609060,,Michael Garyet,,,currentcbtc@gmail.com,,List import
10840480,Inactive Investor,Robert Sander,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
9576926,,Kiara Anthony,,,karenjohansen339@gmail.com,,List import
333251,,Rob Lazaroff,,Veritable,rlazaroff@veritable.com,,Manual List Upload
10918728,Inactive Investor,Stephen Arnold,,"Kestra Investment Services, LLC Palm Desert CA Private Residence",,,Salesforce
9628328,,Taylor Warren,,,taylor@concentricwp.com,,List import
11158153,Inactive Investor,Trent Nelson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10890697,Inactive Investor,Chad Hoener,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",chad.hoener@ml.com,,Salesforce
9578351,,John Higgins,,,jhiggins@massmutual.com,,List import
10821894,Inactive Investor,Jacob Haimson,Client Service Associate,Morgan Stanley Conshohocken PA 100 Front St,jacob.haimson@morganstanley.com,,Salesforce
10882353,Inactive Investor,Joselito Aquino,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",,,Salesforce
10767740,Inactive Investor,John Strange,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",john.strange@raymondjames.com,,Salesforce
11004016,Inactive Investor,Michael Farguson,,J.P. Morgan Securities LLC San Diego CA 3830 Valley Centre Dr,,,Salesforce
11187760,Inactive Investor,Sameer Jahangiri,,"Citizens Securities, Inc. Clark NJ 77 Central Ave",sameer.m.jahangiri@citizensbank.com,,Salesforce
9611498,,Mehdi El Boury,,,cryptolbou@gmail.com,,List import
10817312,Inactive Investor,Michael Beste,Financial Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,,,Salesforce
10910381,Inactive Investor,Matthew Wilkes,Chief Compliance Officer;Member;President,GreensView Wealth Management,,,Salesforce
10836575,Inactive Investor,Daniel Noll,Application Developer;Chief Investment Officer,Lincoln Asset Management Maplewood NJ 3 Lincoln Pl,,,Salesforce
11171633,Inactive Investor,Steven Arkin,Business Advisor;Managing Member;Shareholder,"Arkin Financial Advisors, LLC",sarkin@arkinfa.com,,Salesforce
11162994,Inactive Investor,Bill Franks,Financial Advisor,"Wells Fargo Clearing Services, LLC Midland TX 508 W Wall St",bill.franks@wellsfargoadvisors.com,,Salesforce
11163193,Inactive Investor,Brett Saide,Financial Advisor,Commonwealth Financial Network Needham Heights MA 197 1st Ave,bsaide@commonwealth.com,,Salesforce
9545059,,Pacey Barron,,,pbarron@compass.com,,List import
11151922,Inactive Investor,Kevin Serpico,,Fidelity Brokerage Services LLC,,,Salesforce
9626014,,Petef Last,,,hacdduc@gmail.com,,List import
11148245,Inactive Investor,David Pepper,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
10958025,Inactive Investor,Tyler Knott,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9591383,,Eric Goodwin,,,mrebge@yahoo.com,,List import
9592332,,Rune Frantzen,,,runes_mail@hotmail.com,,List import
9595817,,Mauricio Melgoza,,,mauricio@finec.us,,List import
10695759,,Peter Goodbody,,,peter.goodbody@cvent.com,,List Import
9544922,,Brian Bannister,,,brian.bannister@securitiesamerica.com,,List import
370905,,gwii3000@gmail.com WILSON,,United States,gwii3000@gmail.com,,Salesforce
10992134,Inactive Investor,John Holding,,SECU Brokerage Services Raleigh NC 2302 Bridgeport Dr,john.holding@ncsecu.org,,Salesforce
10929829,Inactive Investor,Daniel Darnell,,"Osaic Wealth, Inc. Blowing Rock NC Private Residence",,,Salesforce
11194199,Inactive Investor,Jake Salamida,Client Service Associate,Morgan Stanley Boston MA 28 State St,jake.salamida@morganstanley.com,,Salesforce
9597455,,Christina Charest,,,ccharest@bfsinvest.com,,List import
11119415,Inactive Investor,Kevin Hamilton,Financial Advisor,Edward Jones Joplin MO 726 Illinois Ave,kevin.hamilton@edwardjones.com,,Salesforce
10942913,Inactive Investor,Elizabeth Gutierrez,,PFS Investments Inc. Sacramento CA 7230 S Land Park Dr,egutierrez@primerica.com,,Salesforce
10983082,Inactive Investor,Matthew Roche,Chief Compliance Officer;Chief Financial Officer,33 Capital Management LLC,matthew.roche@33capitalmanagement.com,,Salesforce
10780058,Inactive Investor,Nicholas Parzych,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,nicholas.parzych@fidelity.com,,Salesforce
11034574,Inactive Investor,Donald Gambridge,,"Allstate Financial Services, LLC Bloomsburg PA 16 W Main St",donaldgambridge@allstate.com,,Salesforce
10803814,Inactive Investor,Aaron Doelger,Chief Compliance Officer;Shareholder,"Packerland Brokerage Services, Inc.",aarond@pbshq.com,,Salesforce
9573160,,Jacob Solomon,,,jakesolo10@gmail.com,,List import
10599470,,Kate Redden,,,kredden@meritfa.com,,Web Form Fillout
11107683,Inactive Investor,Barbara Reyes,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",reyesb@stifel.com,,Salesforce
244455,,Jamie Denitto,Independent Investor,[Unknown],jamie.denitto@gmail.com,14159901493,Manual List Upload
11196964,Inactive Investor,Samantha Hilton,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,samantha.hilton@opco.com,,Salesforce
11118655,Inactive Investor,Zachary Haussler,,LPL Financial LLC Fulton MD 8161 Maple Lawn Blvd,zachary.haussler@lpl.com,,Salesforce
11155973,Inactive Investor,Jonathan Valdez,,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",jonathan.valdez@schwab.com,,Salesforce
659,,,,,agriffee8094@seznam.cz,,
11003335,Inactive Investor,Jack Naughton,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",jack.naughton@equitable.com,,Salesforce
10866419,Inactive Investor,Gregory Ward,,"FBL Marketing Services, LLC Cleveland OK 200 N Division St",,,Salesforce
10487964,,Mark Johnston,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",mark.johnston@rbc.com,,List Import
11116336,Inactive Investor,Ronald Albers,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",ronald.albers@wellsfargoadvisors.com,,Salesforce
9559788,,William Neal,,,tennesseeave@gmail.com,,List import
11004128,Inactive Investor,Catherine Kirkland,Financial Advisor,Edward Jones Ocala FL 3879 SE Lake Weir Ave,catherine.kirkland@edwardjones.com,,Salesforce
10821201,Inactive Investor,Georgios Kyriakopoulos,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",georgios.kyriakopoulos@bofa.com,,Salesforce
10946538,Inactive Investor,Christopher Svirsky,,Fidelity Brokerage Services LLC,christopher.svirsky@fidelity.com,,Salesforce
10875980,Inactive Investor,Bridget Reilly,,William Blair,breilly@williamblair.com,,Salesforce
11174824,Inactive Investor,Lucas Mccallen,,Deutsche Bank Securities Inc.,,,Salesforce
10885910,Inactive Investor,Anne Nichols,Managing Director,Fern Capital Inc.,anne@ferncapitalinc.com,,Salesforce
11051962,Inactive Investor,Lukasz Pogon,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",lukasz.pogon@prudential.com,,Salesforce
10950384,Inactive Investor,Wilson Spence,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
64631,,Michael Cross,"Portfolio Manager, Principal",Southernsun Asset Management Llc,mcross@southernsunam.com,901-341-2700,Manual List Upload
10955124,Inactive Investor,Jennifer Rubin,Treasurer,"Birinyi Associates, Inc. Westport CT 2 Post Rd W",,,Salesforce
11088549,Inactive Investor,Timothy McEwen,Branch Director;Managing Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",timothy.mcewen@rbc.com,,Salesforce
10901681,Inactive Investor,Angelica Dempsey,Client Service Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
11211574,Inactive Investor,Timothy Sullivan,,Goldman Sachs & Co.,,,Salesforce
10795118,Inactive Investor,David Reseska,Financial Advisor,Edward Jones Sandpoint ID 521 N Fourth Ave,david.reseska@edwardjones.com,,Salesforce
10965959,Inactive Investor,Madisyn Muller,,"Principal Securities, Inc. Lutz FL 17852 N US Hwy 41",muller.madisyn@principal.com,,Salesforce
11081577,Inactive Investor,Adam Trent,,Cetera Advisors LLC Carmel IN 11595 N Meridian St,,,Salesforce
10551490,,Paul Smith,,,psmith3198@yahoo.com,,Web Form Fillout
11001442,Inactive Investor,Carol Vaughn,Client Service Associate,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,carol.vaughn@opco.com,,Salesforce
219338,,Jessica Sandhu,,[Unknown],sandhujessica758@gmail.com,,source
11035112,Inactive Investor,Sean Wieland,Chief Compliance Officer;Managing Member;Principal,Tannhauser Financial LLC,wieland@tannhauser.financial,,Salesforce
235066,, -,,[[Unknown]],jeblopez@aol.com,,
10759498,Inactive Investor,Patricia La Pierre,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",patricia_lapierre@ml.com,,Salesforce
11081656,Inactive Investor,Benjamin Horn,Financial Planner,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",ben.horn@lfg.com,,Salesforce
11167686,Inactive Investor,Chris Jones,,Fidelity Brokerage Services LLC Lexington KY 161 Lexington Green Cir,,,Salesforce
5644,, -,,[[Unknown]],robertholuba@gmail.com,,Initial Salesforce Import
11010397,Inactive Investor,Julie Briar,Financial Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
10893986,Inactive Investor,Billy Cowan,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,"Cowan Financial Services, LLC",,,Salesforce
5297,, -,,[[Unknown]],grant.j.ferowich@alumni.wfu.edu,,Initial Salesforce Import
39853,,Timothy Saeger,Financial Associate,Thrivent Investment Management Inc.,timothy.saeger@thrivent.com,920-453-0296,
353137,,Christian Medor,Intern,JPMorgan,christian.o_97@hotmail.com,,Event
9628434,,Rahul Pagidipati,,,rahuldev@yahoo.com,,List import
9640796,,Eric Dinovi,,,awebkids@gmail.com,,List import
11009126,Inactive Investor,Miguel Delgado Rivero,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,mdelgadorive@ft.newyorklife.com,,Salesforce
11111498,Inactive Investor,Daniel Hawtree,Principal,LPL Financial LLC Frankfort IL 19350 S Harlem Ave,daniel.hawtree@lpl.com,,Salesforce
10842545,Inactive Investor,Jesse Krapf,,"Spartan Capital Securities, LLC",,,Salesforce
11191727,Inactive Investor,Jennifer Blake,,"Cambridge Investment Research, Inc. Newberg OR 307 E 2nd St",,,Salesforce
10946454,Inactive Investor,Meghan Schlegel,,Fidelity Brokerage Services LLC Boise ID 7940 W Rifleman St,meghan.schlegel@fmr.com,,Salesforce
9594320,,Jessica Jarosik,,,jjarosik@bamstl.com,,List import
10952717,Inactive Investor,Ruben Rodriguez,Private Client Banker,J.P. Morgan Securities LLC New York NY 801 2nd Ave,ruben.rodriguez@chase.com,,Salesforce
11127379,Inactive Investor,Leonard Smith,,"Farmers Financial Solutions, LLC Wheaton IL 209 W Wesley St",bsmith4@farmersagent.com,,Salesforce
11212434,Inactive Investor,Michael Smith,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,michael.f.smith@jpmorgan.com,,Salesforce
10808790,Inactive Investor,Joel Jason,Financial Advisor;Senior Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,joel.jason@ubs.com,,Salesforce
10984736,Inactive Investor,Megan Dragone,,Vanguard Marketing Corporation,megan_dragone@vanguard.com,,Salesforce
10773184,Inactive Investor,Elizabeth Robinson,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton MD 114 Bay St",,,Salesforce
213986,,Eric Bailey,,Lincoln Financial Advisors Corporation,eric.bailey@lfg.com,301-585-4701,
10754312,Inactive Investor,Christina Divincenzo,Client Service Associate,Morgan Stanley Camp Hill PA 214 Senate Ave,christina.divincenzo@morganstanley.com,,Salesforce
10979877,Inactive Investor,Brendan Keelan,Chief Compliance Officer;Owner;Partner,Keelan Capital,,,Salesforce
11045616,Inactive Investor,Carrie Steinert,Financial Advisor,"Pruco Securities, LLC. Littleton CO 8191 Southpark Ln",carrie.steinert@prudential.com,,Salesforce
10946073,Inactive Investor,Hector Tello Gallardo,,"Wells Fargo Clearing Services, LLC Springfield VA 7030 Old Keene Mill Rd",,,Salesforce
9593217,,Shannon Lemon,,,shannon@elmwoodwealth.com,,List import
11260786,Inactive Investor,Eyan Townsend,Associate,Park Avenue Securities LLC Memphis TN 6060 Primacy Pkwy,,,Salesforce
9589003,,Andrew Levitan,,,andrew@piasinc.com,,List import
11163895,Inactive Investor,Paul Battenberg,,"Osaic Wealth, Inc. The Villages FL Private Residence",pbattenberg@osaicwealth.com,,Salesforce
9586802,,Eddie Barber,,,eddie.barber@kestrafinancial.com,,List import
10759940,Inactive Investor,Michael Urner,Financial Advisor,"Wells Fargo Clearing Services, LLC Laguna Beach CA 265 Ocean Ave",mike.urner@wellsfargoadvisors.com,,Salesforce
11030867,Inactive Investor,Andrew Soles,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",andrew.soles@nm.com,,Salesforce
11116891,Inactive Investor,Bert Henderson,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",burr.henderson@truist.com,,Salesforce
10925898,Inactive Investor,David Lari,,J.P. Morgan Securities LLC Woodland Hills CA 21600 Oxnard St,david.lari@jpmorgan.com,,Salesforce
9603861,,MATTHIS QUIN,,,matthis.quin@ledger.fr,,List import
10606751,,Megan Macdonald,"Managing Director, Private Client Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",megan.macdonald@bofa.com,203-422-5204,List Import
11231501,Inactive Investor,John Piper,,"Horace Mann Investors, Inc.",,,Salesforce
10979789,Inactive Investor,Jeffery Campbell,,"Allstate Financial Services, LLC Dunedin FL 1365 Main St",jefferycampbell@allstate.com,,Salesforce
10897549,Inactive Investor,Amanda Debord,Financial Advisor,Edward Jones Lenoir City TN 820 Hwy 321 N,amanda.debord@edwardjones.com,,Salesforce
11116853,Inactive Investor,Brian Zuschlag,,"Osaic Wealth, Inc. Scappoose OR 52644 NE 1st St",,,Salesforce
11212845,Inactive Investor,Haazim Majeed,,NYLIFE Securities LLC Hampton VA 1328 E Pembroke Ave,htmajeed@ft.newyorklife.com,,Salesforce
10892621,Inactive Investor,Michael Mulvany,Financial Professional,PlanMember Securities Corporation Orangevale CA Private Residence,mmulvany@planmembersec.com,,Salesforce
10944111,Inactive Investor,George Johnson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
72839,,Daniel Newton,Financial Associate,Thrivent Investment Management Inc.,dan.newton@thrivent.com,319-721-4033,
339645,,Michael Wang,Director,Greenbriar Equity Group,mwang@greenbriarequity.com,914-925-9600,Manual List Upload
11122788,Inactive Investor,John Kirkwood,Private Client Advisor,J.P. Morgan Securities LLC North Port FL 17499 Tamiami Trl,john.x.kirkwood@jpmorgan.com,,Salesforce
230102,, -,,[[Unknown]],damianmcallister4@gmail.com,,Paid Search
10991695,Inactive Investor,Anna Yang,,J.P. Morgan Securities LLC New York NY 176 Canal St,,,Salesforce
11011874,Inactive Investor,Leanne Drayton,,Commonwealth Financial Network,ldrayton@commonwealth.com,,Salesforce
10657609,,George Domino,,,gdomino@hbeckinc.com,,List Import
9583237,,Albert JUNG,,,jse1415@naver.com,,List import
11017616,Inactive Investor,Charles Noble,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC New Haven CT 321 Whitney Ave,chanobl2@janney.com,,Salesforce
10876522,Inactive Investor,Kristine Haley,,"Voya Financial Advisors, Inc. Brighton CO Private Residence",kristine.haley@voya.com,,Salesforce
10946792,Inactive Investor,Daniel Johnson,Financial Planner;Owner;Partner,The Wealth Group - Austin B. Colby & Associates,daniel@wealthgroupmn.com,,Salesforce
10776917,Inactive Investor,Brian Bialek,Executive Director,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,brian.d.bialek@jpmorgan.com,,Salesforce
229999,, -,,[[Unknown]],arorariya395@gmail.com,,Organic Search
10864647,Inactive Investor,Sandra Goeken,,"Osaic Wealth, Inc. Norfolk NE 1303 Andrews Dr",,,Salesforce
10769790,Inactive Investor,Robert Rice,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9601584,,kim sinwook,,,kimsinwook@bnaver.com,,List import
11158108,Inactive Investor,Viola Piatek,,J.P. Morgan Securities LLC Austin TX 12222 Research Blvd,viola.piatek@jpmorgan.com,,Salesforce
246133,,Not Provided,CEO,Cleanspark,zach@cleanspark.com,,Manual List Upload
10917101,Inactive Investor,Stefan Valach,,"Osaic Wealth, Inc. Orange CA 1940 W Orangewood Ave",,,Salesforce
10938102,Inactive Investor,Michael Pumo,,LPL Financial LLC Austin TX 1601 Rio Grande St,michael.pumo@lpl.com,,Salesforce
9632402,,Christopher Demetropoulos,,,chris@lfmwm.com,,List import
10921918,Inactive Investor,Ricardo Dostie,Money Manager;Vice President,Creative Funding Corporation,,,Salesforce
11002767,Inactive Investor,Nathan Parker,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
11195134,Inactive Investor,Robert Lawson,Chief Compliance Officer;Compliance Officer;Founder;President,"Barrington Capital Management, Inc.",,,Salesforce
10852014,Inactive Investor,Derek Clifton,Financial Advisor,Edward Jones Lewes DE 17577 Nassau Commons Blvd,derek.clifton@edwardjones.com,,Salesforce
11057232,Inactive Investor,Mikayla Bowman,,Country Capital Management Company Fargo ND 1555 43rd St S,mikayla.bomwan@countryfinancial.com,,Salesforce
9627552,,Craig Peterson,,,cpeterson155@verizon.net,,List import
11116428,Inactive Investor,Benjamin Cachat,,"Wells Fargo Clearing Services, LLC Oceanside CA 4176 Oceanside Blvd",benjamin.cachat@wellsfargo.com,,Salesforce
10938244,Inactive Investor,Craig Mellenthine,Investment Advisor Representative,"MML Investors Services, LLC North Tonawanda NY 326 Stenzil St",cmellenthine@financialguide.com,,Salesforce
9644480,,Quincy Quartey,,,quincyquartey@live.co.uk,,List import
9565537,,Chris May,,,chris.ray.may@gmail.com,,List import
10808066,Inactive Investor,Ladonna Gulledge,,"Raymond James Financial Services, Inc. Spring TX 2002 Timberloch Pl",,,Salesforce
11090499,Inactive Investor,Charles Vanzile,,NYLIFE Securities LLC Monroe LA 300 Washington St,cvanzile@ft.newyorklife.com,,Salesforce
10938826,Inactive Investor,David Mangan,,"Cambridge Investment Research, Inc. Donahue IA 104 E 1st Ave",,,Salesforce
10659702,,Maria Pogliano,,,maria.a.pogliano@huntington.com,,List Import
10895401,Inactive Investor,Lindsey Sayles,,"Raymond James Financial Services, Inc. Fargo ND 1555 43rd St S",lindsey.sayles@raymondjames.com,,Salesforce
10954163,Inactive Investor,Keertana Talla,,Jefferies LLC,ktalla@jefferies.com,,Salesforce
9583024,,Jeffery Norman,,,jeffwnorman@gmail.com,,List import
351883,,Greg Rutherford,Financial Advisor,Adaptive Investments,gregrutherford@cavalierfunds.com,888-721-4588,Manual List Upload
10824984,Inactive Investor,Tyler Barnes,,Hilltop Securities Inc. Saint Paul MN 30 7th St E,tyler.barnes@hilltopsecurities.com,,Salesforce
4733673,,Estiven Rojo,,DUBBZ,legal@dubbz.com,415-715-7493,Web Form Fillout
9549925,,Jonathan Holt,,,holt.jonathan@principal.com,,List import
351705,,Francesco Rigamonti,Senior Advisor,Glendower Capital,francesco.rigamonti@glendowercapital.com,121-265-38400,Manual List Upload
11073802,Inactive Investor,Jeffrey Canakes,Financial Advisor,Edward Jones Austin MN 1405 15th Ave NW,jeff.canakes@edwardjones.com,,Salesforce
10897949,Inactive Investor,Hai Wang,Senior Vice President,Citigroup Global Markets Inc. Great Neck NY 111 Great Neck Rd,,,Salesforce
11158954,Inactive Investor,Stephen Koons,Client Service Associate,"Ameriprise Financial Services, LLC Exton PA 314 Exton Cmns",stephen.koons@ampf.com,,Salesforce
9602357,,James Southerland,,,jrsoutherland@gmail.com,,List import
10866696,Inactive Investor,Alan Burke,,"Raymond James Financial Services, Inc. Salisbury NC 430 Jake Alexander Blvd W",alan.burke@raymondjames.com,,Salesforce
11053971,Inactive Investor,Rhianna Larson,Associate Financial Advisor;Wealth Advisor,Commonwealth Financial Network Portland OR 10220 SW Greenburg Rd,,,Salesforce
9608550,,Sung Won,,,wonsw0@naver.com,,List import
11084776,Inactive Investor,Charles Herndon,,"Horace Mann Investors, Inc. Lubbock TX 8212 Ithaca Ave",charles.herndon@horacemann.com,,Salesforce
11115901,Inactive Investor,Max Kunisch,,"MML Investors Services, LLC Huntersville NC 16501 Northcross Dr",,,Salesforce
10890979,Inactive Investor,Justin Semke,Financial Advisor,"Ameriprise Financial Services, LLC Poughkeepsie NY 488 Freedom Plains Rd",justin.semke@ampf.com,,Salesforce
9641734,,David Becker,,,evadgorf@comcast.net,,List import
9637891,,Thierry Muller,,,thierry.muller@nordea.lu,,List import
11174053,Inactive Investor,Gregory Herlihy,Associate Financial Advisor,Thrivent Investment Management Inc. Oshkosh WI 40 W 6th Ave,greg.herlihy@thrivent.com,,Salesforce
9577704,,Bob Worthington,,,rworthington@icapitalnetwork.com,,List import
11111425,Inactive Investor,Rene Rojas,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11123552,Inactive Investor,Karen Harvey,Financial Advisor,"Ameriprise Financial Services, LLC Gainesville FL 3520 NW 43rd St",karen.m.harvey@ampf.com,,Salesforce
11122887,Inactive Investor,Joseph Faucher,,Jefferies LLC Boston MA 125 High St,jfaucher@jefferies.com,,Salesforce
11011861,Inactive Investor,Adam Weiner,,"Dempsey Lord Smith, LLC Boca Raton FL 621 NW 53rd St",adam.weiner@dempseyi.com,,Salesforce
11129984,Inactive Investor,Kristin Cost,,Cetera Advisors LLC Torrance CA 438 Amapola Ave,,,Salesforce
10619625,,Dean Hedeker,,,dhedeker@hedekerwealth.com,,List import
11142110,Inactive Investor,Kawa Najim,Senior Vice President;Wealth Management Advisor,Morgan Stanley Monterey CA 401 Fremont St,kawa_najim@ml.com,,Salesforce
9557386,,Timothy Pounds,,,tpounds@ayco.com,,List import
10783732,Inactive Investor,Andrew Tran,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC Huntington Beach CA 16141 Beach Blvd",andrew.tran@uboc.com,,Salesforce
10986559,Inactive Investor,Valerie Jean Baptiste,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,54arg@primerica.com,,Salesforce
352002,,Hope Amanatidis,Member,Brendel Financial Advisors Llc,hope@brendelfinancial.com,603-643-4441,Manual List Upload
9640823,,Drew Gallagher,,,drew.gallagher@gmail.com,,List import
9574221,,Marc Saladino,,,saladmarc@icloud.com,,List import
9636627,,John Donahue,,,jdonahue@federatedinv.com,,List import
10577325,,Leslie Baker,,,lesbaker@yahoo.com,,Web Form Fillout
11078846,Inactive Investor,Angela Gillen,Financial Advisor,Edward Jones Smithville MO 302 W Meadow St,angela.gillen@edwardjones.com,,Salesforce
10992428,Inactive Investor,Cassandra Savage,,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,,,Salesforce
9617813,,Daken Vanderburg,,,daken@contextoakriver.com,,List import
9561028,,Ioan Raicu,,,iraicu@gmail.com,,List import
11179586,Inactive Investor,William Painter,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",bill.painter@wellsfargoadvisors.com,,Salesforce
11210500,Inactive Investor,Ryan Kling,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,ryan.kling@fmr.com,,Salesforce
10833780,Inactive Investor,Luis Delmonte,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,ldelmonte@ft.newyorklife.com,,Salesforce
9594001,,Scott Smith,,,scott@visitpsionline.com,,List import
11222324,,Angelo Nuzzo,,,mnuzzo@meadenmoore.com,,List Import
10995081,Inactive Investor,Manuel Ceja,,J.P. Morgan Securities LLC Carpinteria CA 5400 Carpinteria Ave,manuel.ceja@jpmorgan.com,,Salesforce
10488375,,Michael Peschel,,"Concurrent Investment Advisors, LLC",mpeschel@wealthpartnersalliance.com,,List Import
11074764,Inactive Investor,Brian Titus,Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 3000 Woodcreek Dr",brian.r.titus@ampf.com,,Salesforce
352435,,Young Kwon,Managing Director,Atalaya Capital Management Lp,kwon@atalayacap.com,212-201-1910,Manual List Upload
10974013,Inactive Investor,Ashley Becerra,,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",ashley.becerra@tfaconnect.com,,Salesforce
11119731,Inactive Investor,Melea Price,Paraplanner,"Ameriprise Financial Services, LLC Fremont MI 5863 S Warner Ave",melea.a.price@ampf.com,,Salesforce
11210053,Inactive Investor,Collin Doyle,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,collin.doyle@fidelity.com,,Salesforce
11184759,Inactive Investor,Joel Samuels,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,joel.samuels.u5z5@statefarm.com,,Salesforce
149508,,Nane Daniel,,[Unknown],glinsdaniel@gmail.com,,
11178102,Inactive Investor,Chris McCann,Family Wealth Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Carlsbad CA 5796 Armada Dr,chris.mccann@morganstanley.com,,Salesforce
11211350,Inactive Investor,Julie Byrne,,SECU Brokerage Services Boone NC 1470 Blowing Rock Rd,julie.byrne@ncsecu.org,,Salesforce
10962587,Inactive Investor,Aliya Riddle,Wealth Advisor,Bartlett & Co. Wealth Management LLC,ariddle@bartlett1898.com,,Salesforce
11187363,Inactive Investor,Shawn Kennedy,Financial Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",shawn.l.kennedy@ampf.com,,Salesforce
10940174,Inactive Investor,David Kovacik,,"Allstate Financial Services, LLC Sun City Center FL 955 E del Webb Blvd",,,Salesforce
10770583,Inactive Investor,James Ullrich,Financial Advisor,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 3080 Ironclad Aly",jim.ullrich1@wellsfargo.com,,Salesforce
11255334,Inactive Investor,Allison Tregoning,Registered Administrator,Gladstone Wealth Partners Schaumburg IL 1901 N Roselle Rd,allison.tregoning@gladstonewealth.com,,Salesforce
11115820,Inactive Investor,Derrick Bacon,,"Farmers Financial Solutions, LLC San Antonio TX 9862 Lorene Ln",dbacon@farmersagent.com,,Salesforce
9567091,,Oxox Eight,,,oxox8@protonmail.com,,List import
11048813,Inactive Investor,Shawn Dunnigan,,"ICA Group Wealth Management, LLC",shawn.dunnigan@icadvisorgroup.com,,Salesforce
10889672,Inactive Investor,Ryan Peters,,LPL Financial LLC New Rochelle NY 56 Harrison St,ryan.t.peters@lpl.com,,Salesforce
10777747,Inactive Investor,Odette Olson,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,odette.olson@morganstanley.com,,Salesforce
159077,,W Goede,,[Unknown],wgoede56@gmail.com,,Organic Search
11160002,Inactive Investor,Jed Defalco,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,Vetta Investments,jdefalco@vettainvestments.com,,Salesforce
9626857,,Tamer Adel Salem,,,tsalim@itida.gov.eg,,List import
10818720,Inactive Investor,Nicholas Stanton,,"Charles Schwab & Co., Inc. Lincoln RI Private Residence",,,Salesforce
10817221,Inactive Investor,Justin Turcotte,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2344 Washington St",justin.turcotte@raymondjames.com,,Salesforce
10615938,,Paul Turner,,,paul.turner@lpl.com,,List Import
227643,, -,,[[Unknown]],yousor@midconetwork.com,,
9611325,,jaiyong Lee,,,jaiyong@icloud.com,,List import
10844053,Inactive Investor,Oreste Volkert,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Brea CA 135 S State College Blvd,rusty.volkert@ubs.com,,Salesforce
11092762,Inactive Investor,Peter Hoeflinger,,William Blair New York NY 1166 Avenue of the Americas,phoeflinger@williamblair.com,,Salesforce
10933285,Inactive Investor,Andrew Freeman,Relationship Manager,"Principal Securities, Inc. Minooka IL Private Residence",freeman.andrew@principal.com,,Salesforce
11228978,Inactive Investor,Tesha Parker,Financial Advisor,Edward Jones Canfield OH 4259 Boardman Canfield Rd,,,Salesforce
10510574,,Michele Caro,,WisdomTree,mcaro@wisdomtree.com,,List Import
11075622,Inactive Investor,Michael Senglaub,Financial Advisor,"Independent Financial Group, LLC Delafield WI 3960 Hillside Dr",,,Salesforce
11222347,,Colleen Mcbride,,,colleen.mcbride@bernstein.com,,List Import
236908,, -,,[[Unknown]],andrew.micaraset@gmail.com,,Organic Search
217791,,Eric Kouassi,,[Unknown],erickouassi08@gmail.com,,Direct
11187260,Inactive Investor,Christopher Allegretti,,Purshe Kaplan Sterling Investments Erie PA 235 W 6th St,callegretti@pksinvest.com,,Salesforce
11078396,Inactive Investor,Brian Jones,,Jefferies LLC Nashville TN 1801 W End Ave,bjones@jefferies.com,,Salesforce
345518,,Lawrence Doyle,Elected Manager,Horizon Kinetics Asset Management Llc,ldoyle@kineticsfunds.com,646-291-2300,Manual List Upload
11047627,Inactive Investor,Eric Schopf,Chief Compliance Officer;Partner;Portfolio Manager;Vice President,"Tufton Capital Management, LLC",eric@tuftoncapital.com,,Salesforce
10860566,Inactive Investor,Erick Colon,Financial Advisor,"Hornor, Townsend & Kent, LLC Boston MA 225 Franklin St",ecolon@htk.com,,Salesforce
336047,,Jon Andre,"Investment Portfolio Manager, Wealth Advisor","Total Wealth Planning, Llc",jon@twpteam.com,513-984-6696,Manual List Upload
10838167,Inactive Investor,Benjamin Crowe,Co-Founder;Financial Planner;Managing Member;Principal;Regulatory Contact,"Marietta Wealth Management, LLC",ben@mariettawealth.com,,Salesforce
10657919,,Dimitra Fanellis,,,dimitra.fanellis@jpmorgan.com,,List Import
10793139,Inactive Investor,Jennifer Herman,Registered Associate,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,,,Salesforce
10756584,Inactive Investor,Emily Alferd,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",emily.romero@ml.com,,Salesforce
246169,,Not Provided,IT,DOT FHWA,patrick.scott@dot.gov,,Manual List Upload
10787438,Inactive Investor,Ricky Mayo,,"Raymond James Financial Services, Inc. Virginia Beach VA 4429 Bonney Rd",rick.mayo@raymondjames.com,,Salesforce
10989090,Inactive Investor,James Dores,Preferred Program Specialist,"Fifth Third Securities, Inc. Cincinnati OH 450 Ohio Pike",james.dores@53.com,,Salesforce
10771644,Inactive Investor,Brent Lane,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,brent.lane@ubs.com,,Salesforce
245673,,Paige Hill,Head of Demand Gen,Vise,phill@vise.com,,Manual List Upload
11199727,Inactive Investor,Jairus Bryant,,LPL Financial LLC Modesto CA 121 Rue de Yoe,jairus.bryant@lpl.com,,Salesforce
11073976,Inactive Investor,Terry Hill,,"Lincoln Douglas Investments, LLC Delaware OH 40 N Sandusky St",thill@lincolndouglas.net,,Salesforce
11031459,Inactive Investor,Shaheer Shah,,J.P. Morgan Securities LLC Louisville KY 416 W Jefferson St,shaheer.shah@jpmorgan.com,,Salesforce
10898055,Inactive Investor,James Adams,Financial Advisor,Edward Jones Prattville AL 497 Greystone Way,landis.adams@edwardjones.com,,Salesforce
373722,,Charles Slick,,[Unknown],cuslick@gmail.com,,source
10890841,Inactive Investor,Timothy Roberts,Financial Advisor,Edward Jones Brighton CO 129 S 4th Ave,tim.roberts@edwardjones.com,,Salesforce
10851179,Inactive Investor,Kevin Harper,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,kevin.harper@fidelity.com,,Salesforce
11099117,Inactive Investor,Antonio Palafox-Camara,Financial Advisor;Vice President,Morgan Stanley Houston TX 717 Texas St,,,Salesforce
10762260,Inactive Investor,Scott Truitt,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",scott_truitt@ml.com,,Salesforce
9635725,,Paul Tyras,,,paul@highlandplanning.com,,List import
11232253,Inactive Investor,Foster Marcelin,,PFS Investments Inc. Inglewood CA 8901 S la Cienega Blvd,fmarcelin@primerica.com,,Salesforce
10790944,Inactive Investor,Taylor Steele,,"Raymond James Financial Services, Inc. Irving TX 105 Decker Ct",taylor.steele@raymondjames.com,,Salesforce
10906692,Inactive Investor,John Doran,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",,,Salesforce
11075056,Inactive Investor,Elliott Friedman,Financial Representative,Lincoln Investment Rome NY 1721 Black River Blvd N,efriedman@lincolninvestment.com,,Salesforce
10787956,Inactive Investor,Jeffrey Miles,,"MML Investors Services, LLC Seattle WA 701 5th Ave",jemiles@financialguide.com,,Salesforce
11083280,Inactive Investor,Irwin Hyman,,"Kestra Investment Services, LLC Atlanta GA 750 Hammond Dr",,,Salesforce
11001784,Inactive Investor,Evan Kubiak,Wealth Analyst,"Endowment Wealth Management, Inc.",evan@endowmentwm.com,,Salesforce
11013900,Inactive Investor,Erik Rasmussen,,J.P. Morgan Securities LLC San Dimas CA 1001 W Arrow Hwy,,,Salesforce
10833739,Inactive Investor,Shirley Jones,,"J. D. Seibert & Company, Inc.",,,Salesforce
9600742,,Damian Sousa,,,damian.sousa@eagleasset.com,,List import
9549013,,John Brinckerhoff,,,jkb@zieglercap.com,,List import
232927,, -,,[[Unknown]],dtid435@gmail.com,,
9609016,,Jieyi Long,,,jieyi@thetalabs.org,,List import
11194504,Inactive Investor,Nathan Cyr,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9594003,,Julia Randall,,,julia@nstarfinco.com,,List import
144494,,Patricia McConnell,Investment Advisor Representative,"Securities America Advisors, Inc.",patricia.mcconnell@securitiesamerica.com,502-569-2745,
10901705,Inactive Investor,Anastasia Pavlova,Registered Client Associate,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",anastasia.pavlova@wellsfargo.com,,Salesforce
10961566,Inactive Investor,Charles Coleman,,"Wells Fargo Clearing Services, LLC Sarasota FL 5701 Bee Ridge Rd",,,Salesforce
10839688,Inactive Investor,Stephen Lohuis,,PFS Investments Inc. Green Bay WI 1066 Mather St,stephen.lohuis@primerica.com,,Salesforce
11083244,Inactive Investor,Tamara Williams,,"Murray Securities, Inc.",,,Salesforce
237951,, -,,[[Unknown]],thammada@gmail.com,,Organic Search
11232688,Inactive Investor,Rachel Parker,Client Relationship Manager,"First Horizon Advisors, Inc. Mount Pleasant SC 28 Bridgeside Blvd",,,Salesforce
11126789,Inactive Investor,Christopher Frazzetta,Financial Planner,Charter Advisory Corporation Warsaw IN 732 E 200 N,cfrazzetta@charteradvisory.com,,Salesforce
216396,,Manoj Joseph,,[Unknown],manojajoseph@yahoo.com,,Event
10986939,Inactive Investor,Douglass White,,LPL Financial LLC Charlotte NC 5960 Fairview Rd,douglass.white@lpl.com,,Salesforce
11124796,Inactive Investor,Gabriele Geesling,Financial Advisor,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",gabriele.geesling@wellsfargoadvisors.com,,Salesforce
9629907,,park sunghak,,,glenium@empal.com,,List import
10794206,Inactive Investor,Jacqueline McCaffery,,"Pinnacle Investments, LLC Astoria OR Private Residence",jackiem@pinnacle-llc.com,,Salesforce
11063916,Inactive Investor,Christine Charlton,,PFS Investments Inc. Miami FL 9360 SW 72nd St,christine.charlton@primerica.com,,Salesforce
10800676,Inactive Investor,Jelena Stanojevic,Wealth Management Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,jelena.stanojevic@morganstanley.com,,Salesforce
11095236,Inactive Investor,Russell Mandrino,Financial Advisor,"High Falls Advisors, Inc.",rmandrino@highfallsadvisors.com,,Salesforce
150027,,Rebekka Stoffel,,[Unknown],rebekka.stoffel@hispeed.ch,,Webinar
9576877,,Ivy Lin,,,yenirse@gmail.com,,List import
11261281,Inactive Investor,Seth Martin,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11071777,Inactive Investor,Nathan Young,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11019940,Inactive Investor,Rosemary Guilliams,Financial Advisor,Savant Wealth Management Manassas VA 9161 Liberia Ave,rguilliams@savantwealth.com,,Salesforce
10955743,Inactive Investor,Brenda Guzman,,"Wells Fargo Clearing Services, LLC Los Angeles CA 7315 N Figueroa St",brenda.guzman2@wellsfargo.com,,Salesforce
11107441,Inactive Investor,Erin Anderson,Financial Advisor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,erin.anderson@morganstanley.com,,Salesforce
343755,,Victor Zirebwa,"Head, Dealing",Imara Asset Management Limited,victor.zirebwa@imara.com, -31493,Manual List Upload
10807186,Inactive Investor,James Titak,,Thurston Springer Financial,jtitak@thurstonspringer.com,,Salesforce
11157691,Inactive Investor,Nicholas Carlin,Managing Principal;Wealth Advisor,"Carlin Wealth Management Group, LLC",,,Salesforce
10961901,Inactive Investor,Peter Maffiola,Operational Specialist,"Ameriprise Financial Services, LLC Itasca IL 2 Pierce Pl",peter.maffiola@ampf.com,,Salesforce
192754,,Christian Wright,,[[Unknown]],wright_christian@hotmail.com,,News & Research
10814324,Inactive Investor,Graham Cox,Account Vice President;Financial Advisor,UBS Financial Services Inc. Sarasota FL 1819 Main St,graham.cox@ubs.com,,Salesforce
10970321,Inactive Investor,David Eldridge,,"Golden State Equity Partners, LLC Phoenix AZ 3933 E Half Hitch Pl",,,Salesforce
245992,,Not Provided,Tech policy correspondent,National Journal,pathey@nationaljournal.com,,Manual List Upload
9637339,,Nancy R,,,nrhyu@sardverb.com,,List import
11075456,Inactive Investor,David Kastner,Managing Director - Wealth Management,Adams Wealth Advisors,,,Salesforce
10831118,Inactive Investor,Jeffrey Glazer,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,jglazer@allianceg.com,,Salesforce
11118842,Inactive Investor,Maurice Wienke,,Fidelity Brokerage Services LLC,,,Salesforce
11028806,Inactive Investor,Adam Szerlag,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,,,Salesforce
10945039,Inactive Investor,David Gomez-Dearmas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hialeah FL 16320 NW 57th Ave",david.gomez-dearmas@ml.com,,Salesforce
9466632,,michael manaster,,Michael Aaron Manaster,mikeaman2323@gmail.com,,Paid Search
10999495,Inactive Investor,Michael Gabrielson,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",mike.gabrielson@prudential.com,,Salesforce
11191372,Inactive Investor,Alexander Teicher,Chief Compliance Officer;Investment Advisor;Managing Member,Revelations Asset Management LLC,alex@revelationspartners.com,,Salesforce
10752925,Inactive Investor,Timothy Lanz,Member,"Butler, Lanz & Wagler, L.C. Overland Park KS 8717 W 110th St",tim.lanz@blwinvestments.com,,Salesforce
10978071,Inactive Investor,Tanner Pearman,,LPL Financial LLC Greenville SC 300 N Main St,tanner.pearman@lpl.com,,Salesforce
10949451,Inactive Investor,Shail Shah,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",shail.shah@nm.com,,Salesforce
10784343,Inactive Investor,Justin Von Gortler,Financial Advisor;Insurance Planning Director;Portfolio Manager;Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,justin.vongortler@morganstanley.com,,Salesforce
10616554,,Tamara Fuhrman,,,tamara.fuhrman@primerica.com,,List Import
11043454,Inactive Investor,Salina Brown-Regusters,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,salina_brown-regusters@vanguard.com,,Salesforce
335427,,Matt Farrell,Vice President,"Renovo Capital, Llc",matt.farrell@renovocap.com,214-699-4960,Manual List Upload
10765985,Inactive Investor,Lindsay Lobao,,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,lindsay.lobao@ubs.com,,Salesforce
11192223,Inactive Investor,Michael Savage,Owner,"Embark Wealth Management, LLC",msavage@embarkwealth.com,,Salesforce
10815041,Inactive Investor,Keith Osburn,,"Allstate Financial Services, LLC Marysville WA 9414 State Ave",kosburn@allstate.com,,Salesforce
10999755,Inactive Investor,Vanessa Hill,,"Woodmen Financial Services, Inc.",vahill@woodmen.org,,Salesforce
11198932,Inactive Investor,Saron Araya,,J.P. Morgan Securities LLC Woburn MA 300 Mishawum Rd,saron.araya@jpmorgan.com,,Salesforce
11199183,Inactive Investor,Maria Arbelaez,International Relationship Officer,Itau International Securities Inc.,,,Salesforce
11229483,Inactive Investor,Elijah Huyser,Financial Advisor,"Principal Securities, Inc. Grand Rapids MI 3196 Kraft Ave SE",,,Salesforce
10903515,Inactive Investor,Jonathan Boslooper,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
11133791,Inactive Investor,Maria Eduarda De Hollanda Alvarez,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
11036517,Inactive Investor,David Omsky,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",david.omsky@nm.com,,Salesforce
9551367,,oliver NIU,,,oliverniu2008@hotmail.com,,List import
62027,,Charley Geiger,Principal,Blue Point Capital Partners Llc,cgeiger@bluepointcapital.com,216-535-4700,Manual List Upload
10857543,Inactive Investor,William Maxey,,"Osaic Wealth, Inc. Sacramento CA 1610 Arden Way",,,Salesforce
9647698,,Jeff Sardinha,Managing Director- ETF Solutions Americas,State Street,JSardinha@StateStreet.com,,List import
11233814,Inactive Investor,Amber Leftwich,,PFS Investments Inc. Tempe AZ 2245 W University Dr,,,Salesforce
11113520,Inactive Investor,Karen Coleman,,"U.S. Bancorp Investments, Inc. Portland OR 15900 SW 116th Ave",,,Salesforce
11204573,Inactive Investor,James Marquardt,,"Raymond James Financial Services, Inc. Rochester MN 45 28th St SE",james.marquardt@raymondjames.com,,Salesforce
10770276,Inactive Investor,Alfonso Aldrete,,Investment Placement Group,,,Salesforce
11046005,Inactive Investor,Christopher Loy,,"Osaic Wealth, Inc.",,,Salesforce
11053691,Inactive Investor,David Clawson,Financial Advisor,"Wells Fargo Clearing Services, LLC Beaverton OR 11601 SW Beaverton Hillsdale Hwy",david.clawson@wellsfargo.com,,Salesforce
10644145,,Nicholas Terry,,,nick.terry@prudential.com,,List Import
352957,,Rahel Getachew,Managing Director,Abrabrand,rahel@abrabrand.com,,Event
11190037,Inactive Investor,Madison Dillard,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",madison.dillard@nm.com,,Salesforce
10804022,Inactive Investor,Helen Eldridge,,LPL Financial LLC Carrollton GA 112 Cedar St,helen.eldridge@lpl.com,,Salesforce
10904072,Inactive Investor,Daniel Krieg,,PFS Investments Inc. Saint Paul MN 7300 Hudson Blvd N,dkrieg@primerica.com,,Salesforce
9592747,,? ?,,,chaichaifan1@gmail.com,,List import
10966584,Inactive Investor,Grant Soliven,Financial Advisor,Financial Enhancement Group Indianapolis IN 9757 Westpoint Dr,gsoliven@yourlifeafterwork.com,,Salesforce
11129790,Inactive Investor,Mackenzie Valentine,Financial Advisor,Edward Jones Warrensburg MO 621 Burkarth Rd,mack.valentine@edwardjones.com,,Salesforce
11060831,Inactive Investor,Vlad Bahrencu,Financial Advisor,Edward Jones Austin TX 3742 Far West Blvd,vlad.bahrencu@edwardjones.com,,Salesforce
343178,,Markus Lewandowski,Chief Operating Officer,J O Hambro Capital Management Limited,mlewandowski@johcm.co.uk, -7475841,Manual List Upload
11222571,,Brent Dunn,,,bdunn@cfnmail.com,,List Import
10869341,Inactive Investor,Mark Collier,Financial Advisor,Edward Jones Townsend MA 18 Main St,mark.collier@edwardjones.com,,Salesforce
10908880,Inactive Investor,Britt Melendez,,"Farmers Financial Solutions, LLC San Antonio TX 4830 West Ave",bmelendez@farmersagent.com,,Salesforce
10854703,Inactive Investor,Joseph Caterina,,Lincoln Investment Kenilworth NJ Private Residence,jcaterina@lincolninvestment.com,,Salesforce
10832618,Inactive Investor,Kelly Malecki,Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,kelly.malecki@morganstanley.com,,Salesforce
10919457,Inactive Investor,Carla Cardarelli,Senior Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10620790,,Majid Majidi,,,sfun52@yahoo.com,,Web form fillout
11078839,Inactive Investor,Christopher McMunigle,,"Raymond James Financial Services, Inc. Erie PA 3939 W Ridge Rd",christopher.mcmunigle@raymondjames.com,,Salesforce
10988792,Inactive Investor,Manuel Macias,Investment Executive,"Fifth Third Securities, Inc. Orland Park IL 10759 W 159th St",,,Salesforce
4122018,,Idris Awwal,,,idrismuhammedawwal15.im@gmail.com,08161363149,Web Form Fillout
10965351,Inactive Investor,Flora Choy,,NYLIFE Securities LLC Sugar Land TX Private Residence,fcchoy@ft.newyorklife.com,,Salesforce
10820360,Inactive Investor,Jane Robinson,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,jane.robinson@ubs.com,,Salesforce
11170958,Inactive Investor,Lawrence Wasti,,Cetera Advisor Networks LLC Englewood CO 5655 S Yosemite St,,,Salesforce
11178023,Inactive Investor,Scott Sassano,,Vanguard Marketing Corporation,scott_sassano@vanguard.com,,Salesforce
11147566,Inactive Investor,Spencer Notarianni,Client Service Associate,Morgan Stanley New York NY 101 Park Ave,spencer.notarianni@morganstanley.com,,Salesforce
10872472,Inactive Investor,Robyn Wolcott,Financial Advisor,LPL Financial LLC Shelton CT 1 Enterprise Dr,robyn.wolcott@lpl.com,,Salesforce
10904272,Inactive Investor,Stephen Seo,Portfolio Manager;President,"L & S Advisors, Inc",sseo@lsadvisors.com,,Salesforce
9598155,,Ryan Landsberg,,,ryan.landsberg@plantemoran.com,,List import
10849058,Inactive Investor,Matthew Dansker,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,mdansker@lincolninvestment.com,,Salesforce
11237193,Inactive Investor,Hunter Schertz,Financial Advisor;Investment Advisor Representative,Five Pine Wealth,hunter@fivepinewealth.com,,Salesforce
10814514,Inactive Investor,Thomas Mays,,"Raymond James Financial Services, Inc. Miami FL 9990 SW 77th Ave",tom.mays@raymondjames.com,,Salesforce
9641805,,Alan Woon,,,alan@infinity-it.com.my,,List import
11061487,Inactive Investor,Jeffrey Schiffner,,Goldman Sachs & Co.,jeffrey.schiffner@gs.com,,Salesforce
10488392,,Curtis Ladd,,"Diversify Advisory Services, LLC",jump4joy56@aol.com,,List Import
11000614,Inactive Investor,Anthony Ragozine,Financial Advisor;Financial Representative,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,,,Salesforce
11132415,Inactive Investor,Samuel Awa,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10603843,,Elodie Dupuy,"Chief Executive Officer, Founder, Managing Director, Regulatory Contact",Full In Partners,elodie@fullinpartners.com,,List import
10840258,Inactive Investor,Jason Gordon,,"Avantax Investment Services, Inc. Belmar NJ 1540 State Rte 138",,,Salesforce
337016,,Nelson Hioe,Partner,Raith Capital Partners,nelson.hioe@raithcapital.com,212-938-6995,Manual List Upload
349634,,David Basner,"Managing Director, Gf Capital Asset Advisors, Llc Gf Capital Asset Management, Llc And Gf Capital Private Equity Management, Llc","Gf Capital Asset Advisors, Llc",dbasner@gfcap.com,212-433-1234,Manual List Upload
11126548,Inactive Investor,Jessica Cesar Lopez,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
11176339,Inactive Investor,Rodica Walsh,,Fidelity Brokerage Services LLC,,,Salesforce
10877860,Inactive Investor,Benjamin Clark,Wealth Advisor,HeadInvest,bclark@headinvest.com,,Salesforce
11131484,Inactive Investor,Xiomara Medina,,PFS Investments Inc. Jacksonville FL 4348 Southpoint Blvd,xperez@primerica.com,,Salesforce
10849428,Inactive Investor,Eric Tetschner,Investment Advisor Representative,LPL Financial LLC Ashland MA 35 Sherborne Cir,eric.tetschner@lpl.com,,Salesforce
11045999,Inactive Investor,Richard Henley,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,richardhenley@primerica.com,,Salesforce
10781600,Inactive Investor,David Doll,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,david.a.doll@morganstanley.com,,Salesforce
10815558,Inactive Investor,Sally Ng,Managing Partner;Wealth Advisor,The Wealth Consulting Group,sally@wealthcg.com,,Salesforce
11045890,Inactive Investor,Matthew Ludmer,,"Spire Securities, LLC",,,Salesforce
10869163,Inactive Investor,Mindi Rich,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",mindi.rich@nm.com,,Salesforce
11206796,Inactive Investor,Dominic Oteri,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,dominic.oteri@lpl.com,,Salesforce
10879130,Inactive Investor,Tiffany Long,Financial Advisor,Edward Jones Sidney OH 2631 Broadway Ave,tiffany.long@edwardjones.com,,Salesforce
9617879,,Samir Shah,,,samir.shah@citadel.com,,List import
5780864,,Nike Cortez,,,alisasnake@putrajayabaya.skom.id,,Web Form Fillout
9647657,,Paul Delord,,,paul.delord@hancockwhitney.com,,List import
10510409,,Lois Juengling,,,loisj@juenglingassoc.com,,List Import
10783576,Inactive Investor,David Donovan,Investment Advisor,GWN Securities Inc. Wayne PA 940 W Valley Rd,ddonovan@gwnsecurities.com,,Salesforce
10753943,Inactive Investor,Gale Noel,,"Raymond James Financial Services, Inc. Jackson MS 4785 Old Canton Rd",,,Salesforce
10800626,Inactive Investor,Elias Tache,Branch Manager,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",eli.tache@raymondjames.com,,Salesforce
11007753,Inactive Investor,Joshua Dewitt,,State Farm VP Management Corp. Battle Creek MI 181 North Ave,,,Salesforce
11122930,Inactive Investor,Gordon Rennard,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",grennard@ampf.com,,Salesforce
11159885,Inactive Investor,Richard Brown,Financial Advisor;Member,Savant Wealth Management Downers Grove IL 5151 Mochel Dr,rbrown@savantwealth.com,,Salesforce
11165071,Inactive Investor,Jaime Wichlacz,,LPL Financial LLC Rochester MI 425 Walnut Blvd,jaime.wichlacz@lpl.com,,Salesforce
9552398,,Marilyn Friedman,,,marilyn.friedman@ihtwm.com,,List import
10780202,Inactive Investor,Mark Allen,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Easton MD 28601 Marlboro Ave,mark.e.allen@morganstanley.com,,Salesforce
11004110,Inactive Investor,Scott Ahearn,,Robert W. Baird & Co. Incorporated McLean VA 1775 Tysons Blvd,sahearn@rwbaird.com,,Salesforce
10879412,Inactive Investor,Kelly Cannon,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",kelly.cannon@truist.com,,Salesforce
243244,,Marcel Tsai,"Senior Director, Advisory Platforms",Apex Fintech Solutions,mtsai@apexfintechsolutions.com,16196228408,Manual List Upload
10604960,,daniel miller,,,dm2529@aol.com,,Web Form Fillout
9552493,,Gloria Perez,,,gy.perez@yahoo.com,,List import
10921319,Inactive Investor,Michael McClelland,,"Wells Fargo Advisors Financial Network, LLC San Antonio TX 434 N Loop 1604 W",michael.mcclelland@wfafinet.com,,Salesforce
10804928,Inactive Investor,Cody Lummus,Chief Compliance Officer;Chief Executive Officer;Managing Member,Delos Wealth Advisors,cody@delosca.com,,Salesforce
11166772,Inactive Investor,John Postel,Financial Advisor,"Raymond James & Associates, Inc. Chicago IL 303 E Wacker Dr",john.postel@raymondjames.com,,Salesforce
9546998,,Mark Copeland,,,mcopeland@seia.com,,List Import
10816147,Inactive Investor,David Carbone,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",david.carbone@ml.com,,Salesforce
9600535,,Dennis Densmore,,,dennis@destinationwm.com,,List import
10774444,Inactive Investor,Kathryn Beller,Chief Compliance Officer,United Asset Strategies Inc.,,,Salesforce
9634758,,Dan Johnson,,,danj@mindfulplanning.com,,List import
338,,,,,larrysmith@250ok-mail.com,,
10779667,Inactive Investor,Christopher Lacey,Chief Operations Officer;Partner,"Stadion Money Management, LLC",,,Salesforce
9594433,,Teryn Fitzgerald,,,tfitzgerald@savantcapital.com,,List import
10387992,,Alexander Osipovich,,,alexo@wsj.com,,Web Form Fillout
9618634,,James Macdonell,,,james@brightonjones.com,,List import
9619373,,Peter Lockhart,,,plockhart@rockhillfunds.com,,List import
11107936,Inactive Investor,Stephen Iannone,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",steve.iannone@nm.com,,Salesforce
9636143,,Stephanie Holt,,,sholt@northcapital.com,,List import
10616532,,Jing Xu,,,jingping.xu@lpl.com,,List Import
10755166,Inactive Investor,Glenn Coates,Branch Manager;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,glenn.coates@morganstanley.com,,Salesforce
11093392,Inactive Investor,Alejandro Arriola,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,alejandro.arriola@primerica.com,,Salesforce
42513,,DeAndre Parker,,United States,djpb7aa6@gmail.com,,
10978687,Inactive Investor,Charles Gable,,Kelly Financial Services LLC,charlesgable@kellyfinancial.org,,Salesforce
11152307,Inactive Investor,Heather Garvin,,"Raymond James Financial Services, Inc. Midland TX 1201 W Illinois Ave",heather.garvin@raymondjames.com,,Salesforce
233971,, -,,[[Unknown]],cjknd12@gmail.com,,
11119432,Inactive Investor,Keri Vaught,,"Avantax Investment Services, Inc. Midland TX 800 W Wall St",,,Salesforce
10619446,,Brandon Burriss,,,brandon.burriss@morganstanley.com,,List Import
9561035,,Jeffrey Londeck,,,jeffrey.londeck@fidelity.com,,List import
10815404,Inactive Investor,Christopher Clark,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,christopher.c.clark@morganstanley.com,,Salesforce
9586011,,John Mccolgan,,,jackmccolgan@prospecthill.net,,List import
227702,, -,,[Unknown],quinterowst@aol.com,,
9550763,,Jordan Tavana,,,gwas@hush.com,,List import
10394205,,Troy Ellis,,,t76306576@gmail.com,,Web Form Fillout
11003083,Inactive Investor,Tyler Johnson,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",,,Salesforce
228281,, -,,[[Unknown]],sherwin832@gmall.com,,Content
1987976,,Stan Zalik,,[Unknown],stanzalik@b2bcfo.com,,
9548400,,David Marrone,,,marrone@financialsynergy.com,,List import
224708,,Harry Steinway,,[Unknown],hesteinway@yahoo.com,,Direct
10938681,Inactive Investor,John Demarco,Financial Advisor,"Ameriprise Financial Services, LLC Orland Park IL 15255 S 94th Ave",john.demarco@ampf.com,,Salesforce
9604039,,Ethan Meiers,,,meiersethan@gmail.com,,List import
9553621,,Richard Curtis -,,,richardcurtisinc@hotmail.com,,List import
9578307,,John Marginson,,,jmarginson@brownlc.com,,List import
9639098,,Alejandro Duenas,,,aduenas@dimensioncapital.com,,List import
11009846,Inactive Investor,Megan Vassallo,,NYLIFE Securities LLC,msvassallo@ft.newyorklife.com,,Salesforce
11071259,Inactive Investor,Brady Husbyn,Financial Advisor,"Advanced Advisor Group, LLC Rochester MN 2778 Commerce Dr NW",,,Salesforce
10611813,,Steven Ortega,"Registered Principal, Wealth Advisor",,sortega@guidelightfinancial.com,,List Import
11039962,Inactive Investor,Daniel D'Orazio,Wealth Advisor,"Scharf Investments, LLC",daniel@scharfinvestments.com,,Salesforce
9569989,,Francisco Alfaro,,,pasco@miuraglobal.com,,List import
10967184,Inactive Investor,Wilken Krauss,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10763497,Inactive Investor,Pasquale Hamel,Chief Compliance Officer;Founder;President,"Hamel Associates, Inc. Livingston NJ 615 W Mount Pleasant Ave",,,Salesforce
10851305,Inactive Investor,James Heaton,Vice President - Wealth Management,"Raymond James & Associates, Inc. The Villages FL 2631 W Torch Lake Dr",,,Salesforce
10960653,Inactive Investor,Matthew Grieco,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
332737,,Ethan,,TBD,potumus3339@gmail.com,778 908 5142,
9596190,,William Cannon,,,wcannon@wealthenhancement.com,,List import
11161842,Inactive Investor,Brian White,,TD Private Client Wealth LLC Latham NY 1 Old Loudon Rd,brian.white@td.com,,Salesforce
9548751,,Edward Herrera,,,edward.herrera@unionbank.com,,List import
10905809,Inactive Investor,Crystal Breedlove,,State Farm VP Management Corp. Crewe VA 604 W Virginia Ave,,,Salesforce
10817788,Inactive Investor,Steven Glick,Wealth Advisor,MJP Wealth Advisors,sglick@mjpassociates.com,,Salesforce
11109841,Inactive Investor,Helena Mahoney,Financial Advisor;Wealth Advisor,LPL Financial LLC Portsmouth NH 75 Portsmouth Blvd,helena.mahoney@lpl.com,,Salesforce
10989797,Inactive Investor,Michael Webster,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
10949844,Inactive Investor,Braiden Belnap,,Fidelity Brokerage Services LLC Riverton UT Private Residence,,,Salesforce
10771910,Inactive Investor,Clay Campbell,Chief Investment Officer;President;Regulatory Contact,Campbell Capital Management Inc Miami FL 9400 S Dadeland Blvd,cc@camcap.com,,Salesforce
10659042,,Angelica Dillon,,,dillon.angelica@ntrs.com,,List Import
10924582,Inactive Investor,John Ryan,,"Osaic Wealth, Inc. Minneapolis MN 8500 Normandale Lake Blvd",,,Salesforce
10964006,Inactive Investor,Thomas Elsea,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Riverside CA 11801 Pierce St",thomas.elsea@tfaconnect.com,,Salesforce
11095067,Inactive Investor,Mohua Das,Chief Compliance Officer;Chief Investment Officer;President,"Crimson Oak Wealth Management, LLC",mohua.das@crimsonoakwm.com,,Salesforce
11090868,Inactive Investor,Easton Upchurch,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",easton.upchurch@ml.com,,Salesforce
10596208,,James Weber,,,jweber@compassadvisor.com,260-299-6936,Web Form Fillout
11189633,Inactive Investor,David Farley,Senior Vice President;Wealth Management Specialist,"Raymond James & Associates, Inc. Petoskey MI 422 E Mitchell St",david.farley@raymondjames.com,,Salesforce
9621477,,Madeline li,,,madeline.shuhui@gmail.com,,List import
11076646,Inactive Investor,Matthew Hester,Financial Advisor,Edward Jones Bulverde TX 33000 US Hwy 281 N,matthew.hester@edwardjones.com,,Salesforce
10776319,Inactive Investor,Benjamin Chalen,,"Northern Trust Securities, Inc.",benjamin.chalen@northerntrust.com,,Salesforce
9547406,,José Jiménez Alvarez,,,economia660@gmail.com,,List import
9558025,,Dg Thu,,,448933680@qq.com,,List import
11137119,Inactive Investor,Kyle Charles,Financial Advisor,"Osaic Wealth, Inc. Omaha NE 17117 Oak Dr",,,Salesforce
10786114,Inactive Investor,Donald Casper,Investment Advisor,Cozad Asset Management Inc,don@cozadassetmgmt.com,,Salesforce
11169369,Inactive Investor,Dominic Roti,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,dominic.roti@fmr.com,,Salesforce
10942537,Inactive Investor,Catherine Jaffke,,"Osaic Wealth, Inc. Louisville KY 11213 Arbor Wood Dr",,,Salesforce
11001569,Inactive Investor,Zachary Mignacca,Financial Representative,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",zachary.mignacca@nm.com,,Salesforce
10646362,,Kimber Deloia,,,kimber.deloia@lpl.com,,List Import
9624261,,Allen Fidler,,,afidler@wradvisors.com,,List import
11071034,Inactive Investor,Lisa Lettieri,Senior Financial Planning Consultant,LPL Financial LLC Hartford CT Private Residence,lisa.lettieri@lpl.com,,Salesforce
10920038,Inactive Investor,Matthew Roll,,"Allstate Financial Services, LLC Friendswood TX 105 Hunters Ln",matthewroll@allstate.com,,Salesforce
10941381,Inactive Investor,Kevin Sokira,Financial Advisor,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,ksokira@rwbaird.com,,Salesforce
10804564,Inactive Investor,Zachary Weaver,Financial Advisor,Morgan Stanley Peoria IL 401 Main St,zachary.weaver@morganstanley.com,,Salesforce
9587723,,Mark Sailer,,,msailer@klcminc.com,,List import
11229690,Inactive Investor,Nathan Hollander,,"Northwestern Mutual Investment Services, LLC Moosic PA 52 Glenmaura National Blvd",nathan.hollander@nm.com,,Salesforce
9545796,,Nick Riley,,,nick.riley@bluecrestcapital.com,,List import
10902316,Inactive Investor,Sara Crowder,Financial Advisor,Edward Jones Murfreesboro NC 406 E Main St,sara.crowder@edwardjones.com,,Salesforce
11024263,Inactive Investor,Christopher Hochuli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",chris_hochuli@ml.com,,Salesforce
10999762,Inactive Investor,Wesley Davis,,"Northwestern Mutual Investment Services, LLC Naples FL 4851 Tamiami Trl N",wes.davis@nm.com,,Salesforce
10780554,Inactive Investor,Ryan Malone,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",ryan_malone@ml.com,,Salesforce
10880783,Inactive Investor,Deatra Vailes,Managing Member,"TritonPoint Wealth, LLC",,,Salesforce
9621409,,Jonathan Druge,,,jonathan.druge@gmail.com,,List import
10645211,,Daniel Elwood,,,daniel.elwood@jpmorgan.com,,List Import
10954992,Inactive Investor,Jeffrey Grosjean,Associate,Edward Jones Granville OH 1640 Columbus Rd,,,Salesforce
11026406,Inactive Investor,Peter Toth,,Finish Well RIA LLC,,,Salesforce
9566997,,Peter Van Laer,,,concuria@gmail.com,,List import
11056835,Inactive Investor,Tara Eulenfeld,,"MML Investors Services, LLC Fleming Island FL Private Residence",teulenfeld@financialguide.com,,Salesforce
11022048,Inactive Investor,Kera Marconi,,J.P. Morgan Securities LLC Lake Dallas TX 1017 Hickory Creek Blvd,kera.marconi@jpmorgan.com,,Salesforce
9569293,,Amanda -,,,uptonak@gmail.com,,List import
10925911,Inactive Investor,David Youngerman,,Fidelity Brokerage Services LLC,,,Salesforce
10923705,Inactive Investor,William Cabell,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Richmond VA 919 E Main St",william.cabell@rbc.com,,Salesforce
9633621,,Krishna Hegde,,,krishna.hegde@gmail.com,,List import
10856437,Inactive Investor,Kathy Hall,Senior Private Client Associate,Janney Montgomery Scott LLC Roanoke VA 110 Franklin Rd SE,khall@janney.com,,Salesforce
11020414,Inactive Investor,Alexander Gold,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",alexander.gold@bernstein.com,,Salesforce
231663,, -,,[[Unknown]],xiangyunstyle@qq.com,,
11052397,Inactive Investor,Julie Shide,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,julie.clairmont-shide@morganstanley.com,,Salesforce
11231573,Inactive Investor,Jorge Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",,,Salesforce
11066976,Inactive Investor,Stuart Chaussee,Chief Compliance Officer;Portfolio Management Director;President,"Stuart Chaussee & Associates, Inc. Rancho Palos Verdes CA Private Residence",,,Salesforce
1004439,Inactive Investor,Kelly LeValley,,Kelly LeValley,kellylevalley@gmail.com,,3rd Party Lead Gen
9635250,,Cheri Davis,,,cdavis@lifemark.com,,List import
11088365,Inactive Investor,Andrew Shapiro,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",andrew.d.shapiro@prudential.com,,Salesforce
11131390,Inactive Investor,Lynda Horowitz,,"Osaic Wealth, Inc. Boca Raton FL 2700 N Military Trl",,,Salesforce
11118803,Inactive Investor,Sarah Wells,,"FBL Marketing Services, LLC Coweta OK 120 S Broadway",sarah.wall@fblfinancial.com,,Salesforce
10981277,Inactive Investor,Ramon Baez,,"CUSO Financial Services, L.P. Murrieta CA 40412 Murrieta Hot Springs Rd",,,Salesforce
10875370,Inactive Investor,Greyson Pendery,Registered Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11088384,Inactive Investor,Neal McDaniel,Financial Advisor,Edward Jones Fleming Island FL 1550 Business Center Dr,neal.mcdaniel@edwardjones.com,,Salesforce
11236401,Inactive Investor,Katherine Dean-Stahl,Financial Advisor,"Opal Wealth Advisors, LLC",katherine.dean@opalwealthadvisors.com,,Salesforce
10797642,Inactive Investor,Michael Handel,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",michael_handel@ml.com,,Salesforce
10695791,,Daniel Zagata,,Evershore Financial Group,dzagata@evershore.com,,List Import
11186173,Inactive Investor,Jeffrey Marcon,,"Cambridge Investment Research, Inc. Metairie LA 3200 Lake Villa Dr",,,Salesforce
11036961,Inactive Investor,Stephanie Deangelis,,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",stephanie.deangelis@equitable.com,,Salesforce
10615369,,Thomas Tucker,"Family Wealth Advisor, Financial Advisor, Senior Portfolio Management Director, Senior Vice President",,thomas.b.tucker@morganstanley.com,,List Import
11086261,Inactive Investor,Zhen Jia,,BNY Mellon Securities Corporation Newport Beach CA 1600 Newport Center Dr,zhen.jia@bnymellon.com,,Salesforce
11043623,Inactive Investor,Jacob Claton,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,jacob.claton@fmr.com,,Salesforce
11217404,,Erik Fruland,,,erik.fruland@raymondjames.com,,Other
10779816,Inactive Investor,Shawn Barnes,,"Ameriprise Financial Services, LLC West Springfield MA 59 Interstate Dr",shawn.e.barnes@ampf.com,,Salesforce
10905166,Inactive Investor,Julio Contreras,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11017922,Inactive Investor,Myrna Nasser,Wealth Relationship Manager,Citigroup Global Markets Inc. McLean VA 6643 Old Dominion Dr,,,Salesforce
10779784,Inactive Investor,Andrea Miller,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",andrea_miller@ml.com,,Salesforce
11183586,Inactive Investor,Kelly Buckwalter,,"Allstate Financial Services, LLC Destrehan LA 101 Schexnaydre Ln",kellybuckwalter@allstate.com,,Salesforce
10615818,,Ann Todisco,,,ann.todisco@prudential.com,,List Import
9635717,,Hugh Hennesy,Chief Compliance Officer And Chief Financial Officer,"Cain Capital Management, Lp",dmielle@canyonpartners.com,,List import
10926356,Inactive Investor,Thomas Nowrouzi,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,thomasnowrouzi.team@fidelity.com,,Salesforce
10946014,Inactive Investor,Tami Tedder,,J.P. Morgan Securities LLC Gig Harbor WA 5225 Borgen Blvd NW,tami.tedder@jpmorgan.com,,Salesforce
11044679,Inactive Investor,Matthew McManus,Chief Operating Officer;Senior Wealth Advisor,"Optivest, Inc.",matt@optivestinc.com,,Salesforce
10978158,Inactive Investor,Suzanne Sioc,,PFS Investments Inc. Fort Washington MD 9400 Livingston Rd,ssioc@primerica.com,,Salesforce
11030801,Inactive Investor,Steven Hagopian,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Attleboro MA Private Residence",steven.p.hagopian@ampf.com,,Salesforce
10763889,Inactive Investor,Christian Cicchella,,Sigma Financial Corporation Troy MI 3310 W Big Beaver Rd,,,Salesforce
11197235,Inactive Investor,Derrick Formby,Financial Planner,"Pruco Securities, LLC. College Station TX 3206 Longmire Dr",derrick.formby@prudential.com,,Salesforce
222908,,Vincent Roman,,[Unknown],vroman782@gmail.com,,
10810403,Inactive Investor,Daniel Eastep,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",daniel_eastep@ml.com,,Salesforce
11030977,Inactive Investor,Sharon Pope,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",,,Salesforce
11039635,Inactive Investor,Sunin Lin,,"Fortune Securities, Inc.",,,Salesforce
11190616,Inactive Investor,Douglas Buller,Investment Advisor Representative,"Apple Tree Asset Management, LLC",,,Salesforce
10818780,Inactive Investor,Karen Miller,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",karen.e.miller@wellsfargo.com,,Salesforce
11125939,Inactive Investor,Dennis O'Brien,,"Spire Securities, LLC",,,Salesforce
10971475,Inactive Investor,Nicholas Cohen,Financial Advisor,Alaska Wealth Advisors,nic@apcm.net,,Salesforce
10778691,Inactive Investor,Stuart Sixma,Financial Advisor;Senior Vice President,Morgan Stanley Ormond Beach FL 285 Clyde Morris Blvd,stuart.sixma@morganstanley.com,,Salesforce
11075571,Inactive Investor,Michael Mestdagh,,GWN Securities Inc. Royal Oak MI Private Residence,mmestdagh@gwnsecurities.com,,Salesforce
11009547,Inactive Investor,Evan Phillips,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
11110039,Inactive Investor,Scott Smith,,"Osaic Wealth, Inc. Cleveland OH 323 W Lakeside Ave",,,Salesforce
224392,,Christopher King,,[Unknown],christopherduaneking@gmail.com,,source
9605890,,Mark Green,,,mgreen@reliance-financial.com,,List import
9623549,,patrick casey,,,pccasey@me.com,,List import
11077714,Inactive Investor,Brian Peterson,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",brian.peterson@schwab.com,,Salesforce
91721,,Joel Hubbard,President,"Executive Money Managers, Inc.",joelhubbard@executivemoneymanagers.com,770-953-1135,Manual List Upload
10909406,Inactive Investor,Gina Francisco,Financial Advisor,LPL Financial LLC Ocala FL 1409 E Silver Springs Blvd,g.francisco@lpl.com,,Salesforce
10797989,Inactive Investor,Daniel Dreiling,Executive Vice President;Owner;Treasurer,North Point Portfolio Managers Corporation,ddreiling@northp.net,,Salesforce
10837739,Inactive Investor,Zachary Karas,,"Cambridge Investment Research, Inc. Rye NH Private Residence",,877.284.6837,Salesforce
11105388,Inactive Investor,Aaron McAllister,Financial Advisor,Edward Jones Athens OH 713 W Union St,aaron.mcallister@edwardjones.com,,Salesforce
11142940,Inactive Investor,Christopher Beanland,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",brooks.beanland@ml.com,,Salesforce
9550721,,Shauna Britt,,,shauna@thetotalpracticesolution.com,,List import
10910806,Inactive Investor,Nicole Wilson,Compliance Officer;Senior Advisor,"Raymond James & Associates, Inc.",nicole.wilson@raymondjames.com,,Salesforce
10900552,Inactive Investor,Veronica Valdes,Client Service Associate;Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,veronica.valdes@morganstanley.com,,Salesforce
9635521,,Rita Sniegowski,,,rsniegowski@kowalinvestmentgroup.com,,List import
10940227,Inactive Investor,Brian Wilson,,Cetera Advisor Networks LLC Roanoke VA 3100 Peters Creek Rd,brian.wilson@ceterawealth.com,,Salesforce
373273,,rahul chauhan,,[Unknown],rahulchauhan2076@yahoo.co.in,,source
11206587,Inactive Investor,Neil Altshuler,Financial Advisor,LPL Financial LLC Lebanon NJ 1390 US Hwy 22,neil.altshuler@lpl.com,,Salesforce
10798376,Inactive Investor,Kaylyn Melia,Chief Compliance Officer;Chief Operating Officer,"Socius Family Office, LLC",kmelia@socius.com,,Salesforce
11195819,Inactive Investor,Jeremiah Riethmiller,,"HighTower Securities, LLC Wayne PA 565 E Swedesford Rd",jriethmiller@hightoweradvisors.com,,Salesforce
9547414,,James Butterfill,,,jamesbutterfill@gmail.com,,List import
10657186,,Shreyang Vaidya,,,svaidya@ft.newyorklife.com,,List Import
10894790,Inactive Investor,Thomas Gengler,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,tom.gengler@fmr.com,,Salesforce
11178691,Inactive Investor,Isabella Brusell Coelho,,Bradesco Investments Inc.,,,Salesforce
11136105,Inactive Investor,Zach Frisch,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",zach.frisch@ml.com,,Salesforce
11114959,Inactive Investor,Alison Johnson,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,alison.grzeskowicz@fidelity.com,,Salesforce
9630489,,Skylar Robertson,,,skylar.denver@gmail.com,,List import
11100895,Inactive Investor,John Howard,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,john.howard@morganstanley.com,,Salesforce
10820557,Inactive Investor,Kevin Holt,Financial Advisor;Senior Vice President,Morgan Stanley Sea Girt NJ 2150 Hwy 35,kevin.holt@morganstanley.com,,Salesforce
11087630,Inactive Investor,Apryl Redwood,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",apryl.redwood@bofa.com,,Salesforce
11139207,Inactive Investor,Evan Pace,,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",evan.pace@prudential.com,,Salesforce
11104942,Inactive Investor,Carmen Rivera,Wealth Management Associate,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,carmen.rivera@ubs.com,,Salesforce
11034447,Inactive Investor,Vanessa Bruskivage,,"Principal Securities, Inc.",,,Salesforce
206061,,Bruce Evans,,Morgan Stanley,evanbr05@gmail.com,,
11040166,Inactive Investor,Justin Roberson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10919770,Inactive Investor,Eldon Fielding-Monson,Chief Compliance Officer;Investment Advisor Representative;Owner,"Monson Wealth Management, Inc.",eldon@monsonwealthmanagement.com,,Salesforce
11019516,Inactive Investor,Mark Turner,,"TIAA-CREF Individual & Institutional Services, LLC",mark.turner@tiaa.org,,Salesforce
9640799,,Jim Cody,,,jcodye58@gmail.com,,List import
11207364,Inactive Investor,Scott Steinberg,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,scott.steinberg@morganstanley.com,,Salesforce
10907063,Inactive Investor,Brennan Krengel,,LPL Financial LLC Grosse Pointe MI 19733 Mack Ave,brennan.krengel@lpl.com,,Salesforce
10829236,Inactive Investor,Canute Underwood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
336413,,Dudley Barnes,Managing Member,"Barnes Pettey Financial Advisors, Llc",dudley.barnes@raymondjames.com,662-627-2225,Manual List Upload
10902037,Inactive Investor,Don Rhomberg,Investment Advisor Representative,"Jaffe Tilchin Investment Partners, LLC",drhomberg@jaffetilchin.com,,Salesforce
11223106,,Zachary Calahan,,,zcalahan@firstrepublic.com,,List Import
10816498,Inactive Investor,Matthew Coyne,,Cetera Financial Specialists LLC Stony Point NY Private Residence,matthew.coyne@ceterafs.com,,Salesforce
10933521,Inactive Investor,Elaine King-Fuentes,Chief Compliance Officer,Family and Money Matters,,,Salesforce
337047,,Matthew Siano,General Counsel,"Two Sigma Advisers, Lp",msiano@twosigma.com,212-625-5700,Manual List Upload
9627648,,Grey Corsico,,,gacrjc@yahoo.com,,List import
160404,,Jake Cruz,,[Unknown],jdcruz95@gmail.com,,Organic Search
9580530,,Bill Laird,,,bill.laird@dhgwa.com,,List import
10981829,Inactive Investor,Ryan Oeth,,"FBL Marketing Services, LLC Poseyville IN 30 W Main St",ryan.oeth@fblfinancial.com,,Salesforce
10971738,Inactive Investor,Brianna Marchand,,Fidelity Brokerage Services LLC,,,Salesforce
11122001,Inactive Investor,Keith Bratton,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",keith_bratton@ml.com,,Salesforce
9593286,,John Paxton,,,john.paxton@clarisfinancial.com,,List import
11183622,Inactive Investor,John Casey,,"Allstate Financial Services, LLC Northville MI 41820 6 Mile Rd",jcasey@allstate.com,,Salesforce
11079359,Inactive Investor,Linda Argumosa,,"Farmers Financial Solutions, LLC Walnut CA 378 N Lemon Ave",,,Salesforce
10980256,Inactive Investor,Mark Balaszek,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",mark.balaszek@schwab.com,,Salesforce
10943479,Inactive Investor,Lorene Busse,Director - Operations,AllPoint Financial Group,lorene@allpointfg.com,,Salesforce
11208935,Inactive Investor,Evan Roth,Co-Chief Executive Officer;Managing Partner;Wealth Advisor,"BBR Partners, LLC",eroth@bbrpartners.com,,Salesforce
11159317,Inactive Investor,Robert Fleming,,"Allstate Financial Services, LLC Rolesville NC 504 S Main St",robertflemin@allstate.com,,Salesforce
10759881,Inactive Investor,Jonathan Wasilausky,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,jon.wasilausky@fmr.com,,Salesforce
10878312,Inactive Investor,Audrea Washington,,J.P. Morgan Securities LLC Tampa FL 10430 Highland Manor Dr,,,Salesforce
10838050,Inactive Investor,John Gautreaux,Financial Advisor,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
11109052,Inactive Investor,Lauren Gaudiano,,Webull Financial LLC,,,Salesforce
11157606,Inactive Investor,Nathaniel Cummings,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",nathaniel.cummings@schwab.com,,Salesforce
9618970,,Vivek Mehta,,,vivek.mehta@aptigoncapital.com,,List import
11231296,Inactive Investor,Allie Trimble,,Vanguard Marketing Corporation,allie_trimble@vanguard.com,,Salesforce
10895063,Inactive Investor,Dennis Dicke,Chief Compliance Officer;Owner,Cornerstone Investment Counsel,,,Salesforce
10813751,Inactive Investor,Francis Finn,,LPL Financial LLC Allston MA 10 Scottfield Rd,frank.finn@lpl.com,,Salesforce
10844263,Inactive Investor,Joseph Puerner,,Goldman Sachs & Co.,,,Salesforce
10986725,Inactive Investor,Kenneth Coker,,"Woodmen Financial Services, Inc.",kecoker@woodmen.org,,Salesforce
10662314,,David Ventura,,,dventura@twende-invest.com,,List Import
10834035,Inactive Investor,Brian Sunderman,Associate Financial Advisor,D.A. Davidson & Co. Lincoln NE 115 S Canopy St,bsunderman@dadco.com,,Salesforce
11074510,Inactive Investor,Walter Cohn,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",dave.cohn@nm.com,,Salesforce
10611331,,John Grosso,"Financial Consultant, Wealth Advisor",,john@egidioassantewm.com,,List Import
11025091,Inactive Investor,Kimberleigh Holsclaw,,"Wells Fargo Clearing Services, LLC Phoenix AZ 4823 E Ray Rd",,,Salesforce
11212901,Inactive Investor,Kimberly Edwards,Financial Advisor,Edward Jones Littleton CO 4 W Dry Creek Cir,kim.edwards@edwardjones.com,,Salesforce
10807928,Inactive Investor,Leticia Meza-Guerrero,,LPL Financial LLC Valencia CA 27918 Franklin Pkwy,leticia.meza-guerrero@lpl.com,,Salesforce
11050552,Inactive Investor,Bryn Rykr,Financial Advisor,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
11014762,Inactive Investor,Shaylyne Swan,,J.P. Morgan Securities LLC Sarasota FL 1836 Fruitville Rd,shaylyne.swan@jpmorgan.com,,Salesforce
10984405,Inactive Investor,Richard Zamudio,,"U.S. Bancorp Investments, Inc. Concord CA 1965 Diamond Blvd",richard.zamudio@usbank.com,,Salesforce
11159922,Inactive Investor,Mary Gary,Accountant,"Quaestor Financial, LLC",,,Salesforce
186815,,Matt Karns,,[Unknown],matt_d_karns@me.com,,source
9614201,,andre Franco,,,andre.araujo@empiricus.com.br,,List import
10820482,Inactive Investor,Finian Kennedy,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11181188,Inactive Investor,Suzanne Priebatsch,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Boston MA 28 State St,suzanne.g.priebatsch@morganstanley.com,,Salesforce
10998200,Inactive Investor,Kristin Jordan,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",kristin.jordan@raymondjames.com,,Salesforce
235499,, -,,[[Unknown]],cnxzcxy@gmail.com,,Direct
9562377,,aj Hass,,,adnanhali@gmail.com,,List import
11236315,Inactive Investor,Travis Streblow,Investment Advisor Representative,Success Wealth Management LLC Plymouth WI 1215 Eastern Ave,travis.streblow@successwealth.org,,Salesforce
10842331,Inactive Investor,Kimberly Kendrot,,"Cambridge Investment Research, Inc. Boca Raton FL 1300 N Federal Hwy",,,Salesforce
10957271,Inactive Investor,Samantha Rozendaal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9616174,,Julie Thomas,,,julie_t23@yahoo.com,,List import
9607517,,Joseph Butcher,,,jbutcher@jacobicapital.com,,List import
11207618,Inactive Investor,Bard Malovany,Director - Investments;Owner;Principal;Regulatory Contact,"Aspect Partners, LLC",bard.malovany@aspect-partners.com,,Salesforce
10865899,Inactive Investor,Kristin Brussow Osada,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10997326,Inactive Investor,Tyler Santos,,"Citizens Securities, Inc. Middletown CT 834 Washington St",tyler.santos@jpmorgan.com,,Salesforce
10959274,Inactive Investor,Sean Okeefe,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,sean.okeefe@fmr.com,,Salesforce
229205,, -,,[[Unknown]],chrisbanks700@yahoo.com,,Organic Search
11150086,Inactive Investor,Patrick Cooper,,"Osaic Wealth, Inc. Louisville KY 1700 Ups Dr",,,Salesforce
10920654,Inactive Investor,Corey Allen,Regional Vice President,PFS Investments Inc. Houston TX 140 Cypress Station Dr,corey.allen@primerica.com,,Salesforce
349429,,Ronald Alban,Founder,"Alban Investment Management, Llc",rcalban@alban-invest.com,937-294-0988,Manual List Upload
10981252,Inactive Investor,Heather Kinnane,,"Citizens Securities, Inc. Pawtucket RI 800 Newport Ave",heather.kinnane@citizensbank.com,,Salesforce
11173420,Inactive Investor,Rachel Tucker,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",,,Salesforce
337522,,Mike Mcdaniel,"Retirement Plan Consultant, Financial Advisor","The 401k Source, Inc.",mike@the401ksource.net,208-287-4400,Manual List Upload
10960572,Inactive Investor,Aiysha Adams,,"Osaic Wealth, Inc.",,,Salesforce
89110,,Théophile Ossard,,France,tlarun97@protonmail.com,,
11124317,Inactive Investor,Allan Koswick,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",allan.koswick@nm.com,,Salesforce
10810109,Inactive Investor,Angela Casper,,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",,,Salesforce
9642401,,George Sampoang,,,globalteam2007@gmail.com,,List import
9594851,,UMESH PATEL,,,patelumesh38@gmail.com,,List import
10927405,Inactive Investor,Sarah Highfill,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,sarah.highfill.tl73@statefarm.com,,Salesforce
10812184,Inactive Investor,Stephen Smith,,"Kestra Investment Services, LLC",stephen.smith@kestrafinancial.com,,Salesforce
11220994,,Benjamin Foti,,,benjamin_foti@vanguard.com,,List Import
10656449,,Judson Nierman,,,judson_d_nierman@ml.com,,List Import
10658631,,Liz Redinger,,,lredinger@ft.newyorklife.com,,List Import
10808407,Inactive Investor,Bradford Pinter,Chief Compliance Officer;Managing Member,Stonebridge Financial Group Grand Rapids MI 3333 Deposit Dr NE,bpinter@stonebridgefinancialgroup.com,,Salesforce
10871169,Inactive Investor,Jason Domer,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,jason.domer@pnc.com,,Salesforce
11233870,Inactive Investor,Jamonica Brown,,Cetera Advisors LLC Cary NC 5001 Weston Pkwy,,,Salesforce
1003800,Inactive Investor,Kevin Neilson,,Kevin Neilson,kevinkn@icloud.com,,Paid Search
10757055,Inactive Investor,Leonard Johnson,Portfolio Associate,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
11139374,Inactive Investor,Jonathan Castle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waltham MA 1025 Main St",,,Salesforce
10873620,Inactive Investor,Kimberly Mathewes,,"Wells Fargo Advisors Financial Network, LLC Charleston SC 225 7 Farms Dr",kimberly.mathewes@wfafinet.com,,Salesforce
10796467,Inactive Investor,Neil Thompson,Chairman;Director,"S & Co., Inc.",,,Salesforce
11148968,Inactive Investor,Nicholas Romero,Financial Advisor,Thrivent Investment Management Inc. Irvine CA 49 Discovery,nicholas.romero@thrivent.com,,Salesforce
10853214,Inactive Investor,Jared Crouse,Assistant Vice President - Investments;Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",jared.crouse@wellsfargo.com,,Salesforce
10604448,,James Bee,Financial Advisor Senior Investment Management Consultant Senior Vice President,Morgan Stanley,james.c.bee@ms.com,6175709431,List Import
338570,,Matthew Vettel,Executive Officer,Great Hill Partners,mvettel@greathillpartners.com,617-790-9400,Manual List Upload
11036885,Inactive Investor,Maryellen Schmitt,,PFS Investments Inc. New Rochelle NY 10 Division St S,maryellen.schmitt@primerica.com,,Salesforce
9561046,,Fang Gu,,,fgu@financialguide.com,,List import
10846350,Inactive Investor,Patrick Ryan,Financial Professional,"Equitable Advisors, LLC Bunkie LA Private Residence",patrick.ryan@equitable.com,,Salesforce
11176569,Inactive Investor,Steven Brannan,Financial Advisor,Edward Jones Greensboro NC 200 Centreport Dr,steve.brannan@edwardjones.com,,Salesforce
11012882,Inactive Investor,Melika Smith,,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",,,Salesforce
11077245,Inactive Investor,Norman Schaffer,First Vice President - Financial Advisor,"RBC Capital Markets, LLC Augusta GA 1450 Greene St",norman.schaffer@rbc.com,,Salesforce
9598746,,Tania Kaarvand,,,tania.kaarvand@seneschaladvisors.com,,List import
10873481,Inactive Investor,Terance Carr,Financial Advisor,Edward Jones Pontotoc MS 12 E Marion St,terance.carr@edwardjones.com,,Salesforce
10800526,Inactive Investor,James Hendrickson,,"FBL Marketing Services, LLC Claremore OK 1126 W Will Rogers Blvd",,,Salesforce
10820346,Inactive Investor,Joseph Durso,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,joseph.f.durso@morganstanley.com,,Salesforce
11020154,Inactive Investor,Ly Nguyen,Private Client Advisor,J.P. Morgan Securities LLC Euless TX 1010 W Euless Blvd,ly.nguyen@jpmorgan.com,,Salesforce
10830428,Inactive Investor,Christopher Mahoney,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",christopher.mahoney@ml.com,,Salesforce
11230166,Inactive Investor,Jerri-Lynn Sparling,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,jsparling@ft.newyorklife.com,,Salesforce
10789739,Inactive Investor,Mary Chivis,,PFS Investments Inc. Lake Charles LA 1333 Oak Park Blvd,mary.chivis@primerica.com,,Salesforce
10862183,Inactive Investor,Patrick Grace,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",,,Salesforce
11234736,Inactive Investor,Nickolaus Shannon,,Bridges Investment Management Inc,,,Salesforce
10695977,,Shannon Mehls,,Cambridge,smehls@ohrenda.com,,List Import
11154457,Inactive Investor,Elizabeth Courtney,,"J.W. Cole Financial, Inc. Rockledge FL 190 McIver Ln",,,Salesforce
11150449,Inactive Investor,Brendan Wilken,,Country Capital Management Company Breese IL 617 N Main St,brendan.wilken@countryfinancial.com,,Salesforce
9625493,,max p,,,maxp76@yahoo.com,,List import
372574,,Ricardo Kaufmann,,[Unknown],ricardo.kaufmann@jsafrasarasin.com,,Salesforce
11188345,Inactive Investor,Dwayne Johnson,Financial Advisor,"Pruco Securities, LLC. Westbury NY 265 Post Ave",dwayne.johnson@prudential.com,,Salesforce
10798545,Inactive Investor,Jeffrey Hendel,,"Raymond James Financial Services, Inc. Smithtown NY 95 Smithtown Blvd",jeffrey.hendel@raymondjames.com,,Salesforce
2263855,,Robert Bonnet,,[Unknown],soad_rage@hotmail.com,,
10986394,Inactive Investor,Lucette Calas,,Citigroup Global Markets Inc. New York NY 79 5th Ave,,,Salesforce
11201692,Inactive Investor,Jill Senter,Financial Advisor,Morgan Stanley Kahului HI 33 Lono Ave,jill.senter@morganstanley.com,,Salesforce
10857265,Inactive Investor,Adriane Conway,,"Cadaret, Grant & Co., Inc.",aconway@cadaretgrant.com,,Salesforce
9576109,,Paul Donato,,,paul.j.donato@ampf.com,,List import
11082542,Inactive Investor,Karen Karrick,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",karen_karrick@ml.com,,Salesforce
11064405,Inactive Investor,Benjamin Klesinger,Chief Executive Officer;Founder;President;Principal,"Helping Hand Financial, LLC Denver CO 6701 E la Salle Pl",,,Salesforce
9568888,,Ravin Sharma,,,ravins@me.com,,List import
11112085,Inactive Investor,Daniel Lima,Financial Advisor;Financial Planning Associate,Morgan Stanley Providence RI 1 Financial Plz,daniel.lima1@morganstanley.com,,Salesforce
10611585,,Peter Cowen,Investment Advisor Representative,,pete.cowen@lpl.com,,List Import
10801834,Inactive Investor,Daniel Beheshti,First Vice President - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,daniel.beheshti@ubs.com,,Salesforce
50159,,Russell Baccaglini,Financial Consultant,Thrivent Investment Management Inc.,russell.baccaglini@thrivent.com,973-989-3995,
10913095,Inactive Investor,Stuart Farb,,Commonwealth Financial Network Maitland FL 2450 Maitland Center Pkwy,,,Salesforce
10976473,Inactive Investor,Mikayla Howick,Director - Investments;Financial Planner;Portfolio Manager,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",,,Salesforce
10788063,Inactive Investor,Jennifer Neighbors,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,jennifer.boothe@jpmorgan.com,,Salesforce
11142757,Inactive Investor,Brian Degnan,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Conshohocken PA 100 Front St,brian.degnan@morganstanley.com,,Salesforce
10486593,,Stuart Wallace,,USI Advisors,trey-staciewallace@msn.com,,List Import
11236907,Inactive Investor,Paul McHugh,Associate Investment Advisor,"Journey Retirement Planning and Investment Management, LLC",pmchugh@journeyretirement.com,,Salesforce
9466685,,Travis The Entrust Group Inc FBO Travis Wilhelm IRA 7230016021,,Travis Wilhelm,travis.wilhelm@gmail.com,,Initial Salesforce Import
11180048,Inactive Investor,Sarah Keefer,Financial Advisor,LPL Financial LLC Canton IL 885 N Main St,sarah.keefer@lpl.com,,Salesforce
9572466,,Clay Calhoon,,,clay.calhoon@surveyor-capital.com,,List import
10604610,,Lucas Baker,CSA,Morgan Stanley,luke.baker@morganstanley.com,5138524181,List Import
11058593,Inactive Investor,Syed Fariduddin,,J.P. Morgan Securities LLC Houston TX 3203 Southwest Fwy,syed.fariduddin@jpmorgan.com,,Salesforce
10933994,Inactive Investor,Venice Mundle-Harvey,,"Allstate Financial Services, LLC Montgomery Village MD 18554 Office Park Dr",venicemundleharvey@allstate.com,,Salesforce
11010885,Inactive Investor,Irina Chong,,"Transamerica Financial Advisors, Inc Houston TX 11200 Westheimer Rd",irina.chong@tfaconnect.com,,Salesforce
128647,,Mark Dixon,,Plante Moran Financial Advisors,mark.dixon@plantemoran.com,(248) 223-3400,
11239177,Inactive Investor,John Majors,,Cetera,majorsj@ceteranetworks.com,,Salesforce
11035002,Inactive Investor,Tammy Watts-Quesinberry,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",tammy.watts@ml.com,,Salesforce
10881839,Inactive Investor,Michael Dickey,Chief Compliance Officer;President;Wealth Management Advisor,Intellivest Wealth Management,mdickey@intellivestwm.com,,Salesforce
11209200,Inactive Investor,John Blackard,Financial Advisor,Edward Jones Corsicana TX 621 N Main St,stephen.blackard@edwardjones.com,,Salesforce
10950109,Inactive Investor,Jeffrey Keene,Financial Consultant,Momentum Independent Network Inc.,jeff.keene@hilltopsecurities.com,,Salesforce
353347,,Max Bodoia,,Maxwell Bodoia,max@bodoia.com,,
9556981,,Joseph Noto,,,jnoto@royalaa.com,,List import
10854226,Inactive Investor,Brian Kearns,,"CUSO Financial Services, L.P. Honolulu HI 1226 College Walk",bkearns@cusonet.com,,Salesforce
10787651,Inactive Investor,Matthew Anesh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9574643,,Janette Wilson,,,revjwilson@rainbowpush.org,,List import
11069780,Inactive Investor,Jason Page,Financial Representative;Managing Partner,MWA Financial Services Inc. Charlotte NC 8008 Corporate Center Dr,jason.page@modern-woodmen.org,,Salesforce
11029977,Inactive Investor,Sanjay Parikh,Chief Compliance Officer;Managing Member,"Lotusment Advisors, LLC",sanjay@lotusment.com,,Salesforce
11125869,Inactive Investor,Jeffrey Hinrichs,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Birmingham AL 3000 Cahaba Village Plz",jeff.hinrichs@schwab.com,,Salesforce
10719864,,Benjamin Stauffer,,,bstauffer2005@gmail.com,,Web Form Fillout
11026153,Inactive Investor,Michael Gandet,,LPL Financial LLC Manahawkin NJ Private Residence,michael.gandet@lpl.com,,Salesforce
11050078,Inactive Investor,Justin McNamara,Financial Planner;Vice President,"McNamara Financial Services, Inc.",,,Salesforce
11066020,Inactive Investor,Sharon Treiser,,"Manning & Napier Investor Services, Inc.",streiser@manning-napier.com,,Salesforce
11201938,Inactive Investor,Matthew Wedding,,"Bankers Life Securities, Inc. Evansville IN 3231 N Green River Rd",matthew.wedding@bankerslife.com,,Salesforce
11077933,Inactive Investor,Matthew Quinter,Preferred Relationship Manager,"Fifth Third Securities, Inc. Traverse City MI 3535 S Airport Rd W",matthew.quinter@53.com,,Salesforce
9580241,,David Bernstein,,,david@otium.tech,,List import
9640944,,Roman Gavrishov,,,gavrishovr@gmail.com,,List import
201609,,Barry Conaway,,[Unknown],barrycburlington@aol.com,,source
11151443,Inactive Investor,Greg Schroeder,,"Osaic Wealth, Inc. Watertown WI 104 W Main St",,,Salesforce
11007232,Inactive Investor,Clinton Coldren,,LPL Financial LLC Belle Chasse LA 8558 Hwy 23,clinton.coldren@lpl.com,,Salesforce
9608819,,Barry Lites,,,bdlites@gmail.com,,List import
10957689,Inactive Investor,Zizi Vosper,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",zizi.vosper@ml.com,,Salesforce
1005434,Inactive Investor,Dara Troutman,,University of Nebraska Foundation,dara.troutman@nufoundation.org,,3rd Party Lead Gen
10886408,Inactive Investor,Jeffrey Berg,,LPL Financial LLC Eden Prairie MN 11095 Viking Dr,jeffrey.berg@lpl.com,,Salesforce
11131007,Inactive Investor,Daniel Sullivan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
10899237,Inactive Investor,Gerald Smith,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,gerald.smith@primerica.com,,Salesforce
10952521,Inactive Investor,Jack Breiman,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,jack.breiman@jpmorgan.com,,Salesforce
11078986,Inactive Investor,Matthew Doyle,,Brookfield Oaktree Wealth Solutions LLC,matthew.doyle@brookfieldoaktree.com,,Salesforce
10916798,Inactive Investor,Sunil Pai,Founder;Managing Director;President,ProForza Advisors LLC,skp@proforzaadvisors.com,,Salesforce
11114978,Inactive Investor,Christina Howard,,"American Fidelity Securities, Inc.",christina.howard@af-group.com,,Salesforce
10692262,,Den Oktay,,,den@ikmail.com,,Web Form Fillout
9600852,,Jeff Curtis,,,jcurtis@tyghcap.com,,List import
10999360,Inactive Investor,Aideliz Gonzalez-Neris,,Kovack Securities Inc. Ponce 880 Ave Tito Castro,aideliz@kovacksecurities.com,,Salesforce
9590026,,John Rodriguez,,,john.rodriguez@cloudrush.io,,List import
9627301,,Thomas Zhong,,,jiaw24729@gmail.com,,List import
10771732,Inactive Investor,Cynthia Martin,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,cynthia.ford@ubs.com,,Salesforce
11164848,Inactive Investor,John Kroll,,"Parkland Securities, LLC Fort Lauderdale FL 803 Shotgun Rd",jkroll@parklandrep.com,,Salesforce
9561209,,Spase Dorsuleski,,,spase.dorsuleski@valic.com,,List import
10797615,Inactive Investor,Terrence Burns,,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",terrence.e.burns@wellsfargoadvisors.com,,Salesforce
10981473,Inactive Investor,Shawn Michael,,Cetera Investment Services LLC Chambersburg PA 20 S Main St,,,Salesforce
11072235,Inactive Investor,Andrew Walton,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",andrew.walton@schwab.com,,Salesforce
11156662,Inactive Investor,Tyson Pugh,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Troy AL 401 Elba Hwy",tyson.pugh@benjaminfedwards.com,,Salesforce
10948962,Inactive Investor,Kelly Knight,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,kelly.knight@fidelity.com,,Salesforce
11219364,Inactive Investor,Justine Kalafatis,,LPL Financial LLC,justine.kalafatis@lpl.com,,Other
11053225,Inactive Investor,Catherine Deboer,,"Farmers Financial Solutions, LLC Modesto CA 145 Woodrow Ave",,,Salesforce
9572811,,Justin Yuan,,,justin.yuan@surveyor-capital.com,,List import
10964492,Inactive Investor,Carolyn Ginger,,"Wells Fargo Clearing Services, LLC Minnetonka MN 5120 County Road 101",,,Salesforce
11195725,Inactive Investor,Alex Grausnick,Insurance Specialist;Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",alex.grausnick@ampf.com,,Salesforce
10937688,Inactive Investor,Julia Homan,,Goldman Sachs & Co.,,,Salesforce
10899802,Inactive Investor,Jacob Melendez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9631290,,James Le Ruez,,,jamesleruez@gmail.com,,List import
10830314,Inactive Investor,Charles Jones,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",charles_jones2@ml.com,,Salesforce
10871593,Inactive Investor,Ngoc Le,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",,,Salesforce
10794193,Inactive Investor,James Moon,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",james.moon@raymondjames.com,,Salesforce
11175422,Inactive Investor,Wesley Jones,Financial Advisor,"Northwestern Mutual Investment Services, LLC Tupelo MS 400 S Broadway St",,,Salesforce
10940774,Inactive Investor,James Hardy,,"Osaic Wealth, Inc. Sarasota FL 1578 Global Ct",,,Salesforce
9605001,,Tim Mahoney,,,t.mahoney@trustetc.com,,List import
11098166,Inactive Investor,Jeffrey Walls,,Cetera Advisor Networks LLC Oklahoma City OK 5560 NW 72nd St,wallsj@ceteranetworks.com,,Salesforce
10847911,Inactive Investor,Ramesh Cherivirala,,NYLIFE Securities LLC Sugar Land TX 13135 Dairy Ashford Rd,rcherivirala@ft.newyorklife.com,,Salesforce
10840507,Inactive Investor,Andrew Ehrman,Financial Advisor,"Pruco Securities, LLC. Fort Wayne IN 3450 Stellhorn Rd",andrew.ehrman@prudential.com,,Salesforce
351389,,Ezriel Milun,"Certified Fraud Examiner, Certified Valuation Analyst","Wiss Private Client Advisors, Llc",emilun@wiss.com,973-577-2872,Manual List Upload
9562718,,George Chao,,,gechao@gmail.com,,List import
238349,,viliam9997@gmail.com Kubi?ka,,viliam9997@gmail.com KubiÄ?ka,viliam9997@gmail.com,,
10618857,,Caleb Svoboda,,,caleb.svoboda@hbwadvisory.com,,List Import
11090766,Inactive Investor,Prakriti Chadha,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hackensack NJ 3 University Plz",prakriti.chadha@tiaa.org,,Salesforce
229929,, -,,[[Unknown]],gabochanusa@gmail.com,,Organic Search
32445,,Roland Stadelmann,,GWN Securities Inc.,rstadelmann@gwnsecurities.com,,
10971095,Inactive Investor,Dorothy Means,,"Allstate Financial Services, LLC Sierra Vista AZ 2700 E Fry Blvd",laraesmith@allstate.com,,Salesforce
11155544,Inactive Investor,William Plauche,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10909549,Inactive Investor,Joby Childress,,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",joby.childress@raymondjames.com,,Salesforce
11166081,Inactive Investor,Xavier Williams,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",,,Salesforce
10940016,Inactive Investor,Alexis Berlin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11218755,,Michele Dunbar,,,michele.dunbar@lpl.com,,Other
9624957,,Edy Maloney,,,tradetra@yahoo.com,,List import
10612876,,Ronald Marciano,"Senior Financial Advisor, Senior Vice President",,ronald.marciano@ml.com,,List Import
10772908,Inactive Investor,Douglas Adams,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,douglas.adams@ubs.com,,Salesforce
10836019,Inactive Investor,Roger Macon,Financial Advisor,Edward Jones Saint Louis MO 3463 Hampton Ave,roger.macon@edwardjones.com,,Salesforce
10974423,Inactive Investor,Willie Gooden,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,willie.gooden@primerica.com,,Salesforce
11206063,Inactive Investor,David Robinson,Financial Advisor,LPL Financial LLC San Juan Capistrano CA 33852 Montanas Del Mar,,,Salesforce
9543595,,Bradley Sullivan,,,bradley.sullivan@mutualsecurities.com,,List import
10822636,Inactive Investor,Tom Hannon,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",tom.hannon@nm.com,,Salesforce
9619525,,eden kidane,,,ellenkifrane@gmail.com,,List import
11007948,Inactive Investor,Jaron Grounds,Investment Associate,William Blair Atlanta GA 3060 Peachtree Rd NW,jgrounds@williamblair.com,,Salesforce
11150792,Inactive Investor,Stephen Rodgveller,Financial Advisor,"Centaurus Financial, Inc. Tucson AZ 3567 E Sunrise Dr",,,Salesforce
10916280,Inactive Investor,John Greene,Financial Advisor,"Ameriprise Financial Services, LLC Torrance CA 20016 Hawthorne Blvd",john.greene@ampf.com,,Salesforce
9625558,,J L,,,jd@medialink.com,,List import
10603731,,Clifford Asness,"Chief Investment Officer, Founder, Founding Principal, Principal","AQR Arbitrage, LLC",cliff.asness@aqr.com,,List import
11009522,Inactive Investor,Bethany Nassimos,,"The Investment Center, Inc. Constantia NY Private Residence",bnassimos@investmentctr.com,,Salesforce
10886589,Inactive Investor,Caroman Turner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9589729,,Peter Karp,,,peter@karpcapital.com,,List import
10964874,Inactive Investor,Eric Alsept,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11178418,Inactive Investor,Todd Fannin,,J.P. Morgan Securities LLC Louisville KY 12016 Shelbyville Rd,todd.g.fannin@chase.com,,Salesforce
11167830,Inactive Investor,George Murphy,,PFS Investments Inc. Peoria AZ 9210 W Peoria Ave,,,Salesforce
4298664,,Lê văn Tuấn anh Lê văn Tuấn anh,,,tuananh0902856800@gmail.com,,Web Form Fillout
9585897,,Daniel Kim,,,hyeoncheol.inbox@gmail.com,,List import
9647622,,Ainsley To,,,ainsley.to@gmail.com,,List import
10959937,Inactive Investor,Terra Smith,,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",terra.smith@raymondjames.com,,Salesforce
9621187,,kang munseung,,,kanghan83@kakao.com,,List import
10974822,Inactive Investor,Nathan Johnston,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9643696,,Peter Capek,,,capek@ieee.org,,List import
10795398,Inactive Investor,Brian Gracie,Financial Planner,"Osaic FA, Inc. Cockeysville MD 307 International Cir",,,Salesforce
10927836,Inactive Investor,Abigail Newell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10593013,,Aji pangestu Aji pangestu,,,ajipangestu1352@gmail.com,,Web Form Fillout
11146540,Inactive Investor,Sprague Kolp,Financial Planner;Managing Member,"Renaissance Wealth Counsel, LLC",skolp@renaissancewealth.net,,Salesforce
10875294,Inactive Investor,Armand Brandt,Executive Relationship Manager,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,,,Salesforce
10819222,Inactive Investor,Karen Nys,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Essex Junction VT Private Residence",karen.nys@ml.com,,Salesforce
11058606,Inactive Investor,Gilmar Valencia,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,gilmar.valencia@jpmorgan.com,,Salesforce
11024282,Inactive Investor,Daniel Legan,,"RBC Capital Markets, LLC Palm Desert CA 74199 El Paseo",dan.legan@rbc.com,,Salesforce
10759578,Inactive Investor,Daniel Pepoon,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",daniel_h_pepoon@ml.com,,Salesforce
10613886,,Michael Raho,"Financial Advisor, Senior Vice President - Wealth Management",,michael.raho@ubs.com,,List Import
10768069,Inactive Investor,Barton Bonney,First Vice President;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",bart.bonney@ml.com,,Salesforce
11017008,Inactive Investor,Jessica Cameron,,Thrivent Investment Management Inc.,jessica.cameron@thrivent.com,,Salesforce
11102501,Inactive Investor,Amy Baird,Supervisory Principal,LPL Financial LLC West Chester PA 1233 Waterford Rd,amy.baird@lpl.com,,Salesforce
9635230,,Rick Ringwald,,,rick@powersinvest.com,,List import
11089470,Inactive Investor,Arthur Velasco,Financial Advisor,LPL Financial LLC Fresno CA 7733 N Fresno St,art.velasco@lpl.com,,Salesforce
9562814,,Richard McMahon,,,rmcmahon@eei.org,,List import
10796099,Inactive Investor,Benjamin Trehet,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,benjamin.trehet@ubs.com,,Salesforce
10618595,,Leo Khorolinsky,,,leo.khorolinsky@ubs.com,,List Import
10804430,Inactive Investor,Michael Carey,Senior Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,michael.carey@ubs.com,,Salesforce
11058933,Inactive Investor,Andrew Guthe,,"Raymond James Financial Services, Inc. Charlotte NC 6805 Carnegie Blvd",andrew.guthe@raymondjames.com,,Salesforce
11122221,Inactive Investor,Giuseppina Cicco,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,josephine.x.brusca@chase.com,,Salesforce
85266,,Edward Meekins,Senior Wealth Advisor,Mariner Wealth Advisors,ed.meekins@marinerwealthadvisors.com,402-829-3661,
11208453,Inactive Investor,Joseph Fuller,,Craft Capital Management LLC,jfuller@craftcm.com,,Salesforce
9630222,,Simon D,,,simongdavo@gmail.com,,List import
10792893,Inactive Investor,Donald Martine,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",donald.r.martine@ml.com,,Salesforce
11099210,Inactive Investor,Jeremy Newton,Branch Manager;Chief Compliance Officer;Financial Advisor,"Cosner Financial Group, LLC Midland TX 1030 Andrews Hwy",jnewton@cosnerfg.com,,Salesforce
10954694,Inactive Investor,Andrew Busalacchi,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",andrew.e.busalacchi@nm.com,,Salesforce
10932343,Inactive Investor,Miranda Busch,,Thrivent Investment Management Inc. Green Bay WI 2301 Riverside Dr,miranda.busch@thrivent.com,,Salesforce
11157549,Inactive Investor,Jeanne Grill,Preferred Relationship Manager,"Fifth Third Securities, Inc. Venice FL 1641 Jacaranda Blvd",jeanne.grill@53.com,,Salesforce
11155959,Inactive Investor,Chloe Cumbee,,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",chloe.cumbee@nm.com,,Salesforce
11006851,Inactive Investor,Andrew Lawlor,Financial Advisor,Morgan Stanley Hauppauge NY 888 Veterans Hwy,andrew.lawlor@morganstanley.com,,Salesforce
10816049,Inactive Investor,Fredrick Galecke,,PFS Investments Inc. Milwaukee WI 1011 N Mayfair Rd,fredrick.galecke@primerica.com,,Salesforce
11119967,Inactive Investor,Marcus Burns,Finance Professional,LPL Financial LLC Brownsburg IN 610 W Northfield Dr,marcus.burns@lpl.com,,Salesforce
10892128,Inactive Investor,Justin Morris,Financial Advisor,Edward Jones Clinton MS 380 Hwy 80 E,justin.morris@edwardjones.com,,Salesforce
10910141,Inactive Investor,Thomas Turon,Financial Advisor,"Ameriprise Financial Services, LLC Avon CT 2 Mountain View Ave",thomas.turon@ampf.com,,Salesforce
3990231,,Arnaud Flecchia,,,arnaudflecchia@gmail.com,677171460,Web Form Fillout
9643413,,Nathan Trusty,,,buildahouse223@gmail.com,,List import
338153,,Scott Whalen,"EVP, senior Consultant, shareholder","Verus Advisory, Inc.",swhalen@wurts.com,206-622-3700,Manual List Upload
10808177,Inactive Investor,Josef Mccoy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 11315 Pacific Ave S",josef.mccoy@ml.com,,Salesforce
9598378,,Kevin Silverman,,,ksilverman@spequityadvisors.com,,List import
10761134,Inactive Investor,Alissa Cipriano,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,alissa.cipriano@jpmorgan.com,,Salesforce
10857094,Inactive Investor,Arthur Hiatt,,"Avantax Investment Services, Inc. Portland OR Private Residence",,,Salesforce
9589886,,Damon Mclaughlin,,,damon@huntingtonmgmt.com,,List import
10659247,,Felix Chunuwe,,,felix.chunuwe@primerica.com,,List Import
11162427,Inactive Investor,Nandita Sharma,,LPL Financial LLC Buffalo NY 80 Holtz Dr,nandita.sharma@lpl.com,,Salesforce
10941829,Inactive Investor,Luka Karaulic,,"Raymond James Financial Services, Inc. Peachtree City GA 525 Westpark Dr",luka.karaulic@raymondjames.com,,Salesforce
10887963,Inactive Investor,Brian Koch,,MissionSquare Investment Services,,,Salesforce
9582795,,Sherman roberts Roberts,,,shermanr4999@gmail.com,,List import
10888330,Inactive Investor,Nicole Brawer,,Cetera Investment Services LLC New Port Richey FL 6335 US Hwy 19,,,Salesforce
11117968,Inactive Investor,Lynn Duffy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
2295322,,Sigit Nurfathoni,,,sigit666.sn@gmail.com,,
11075224,Inactive Investor,Andrew Greenhalgh,Relationship Manager,Citigroup Global Markets Inc. Henderson NV 10211 S Eastern Ave,andrew.greenhalgh@citi.com,,Salesforce
11128725,Inactive Investor,Terri Osness,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",terri.osness@wellsfargo.com,,Salesforce
11205062,Inactive Investor,Byron Rogers,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",blrogers@firstcommand.com,,Salesforce
10813372,Inactive Investor,Ken Chesterman,Vice President,PFS Investments Inc. Hudsonville MI 2874 Port Sheldon St,kenneth.chesterman@primerica.com,,Salesforce
11203894,Inactive Investor,Kimberly Estevez,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",kimberly.estevez@ml.com,,Salesforce
10880374,Inactive Investor,William Muehlbauer,Financial Advisor,Edward Jones Bettendorf IA 2328 Spruce Hills Dr,bill.muehlbauer@edwardjones.com,,Salesforce
10764386,Inactive Investor,Brent Mason,Managing Partner;President;Regulatory Contact,"Mason & Associates, Inc.",bmason@masonlifeplanning.com,,Salesforce
9544013,,William Doukas,,,wdoukas@royalaa.com,,List import
9648448,,Luis Salazar,,,luissalazar5631@gmail.com,,List import
11056316,Inactive Investor,Jeffery Hadt,Wealth Advisor,LPL Financial LLC Crown Point IN 55 W 94th Pl,jeffery.hadt@lpl.com,,Salesforce
9629730,,Alex Morse,,,alexmorse1175@gmail.com,,List import
10970072,Inactive Investor,William Weiss,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9575757,,Jefferson Djauhari,,,jeffersondjauhari@gmail.com,,List import
237396,, -,,[[Unknown]],simonchowtee@icloud.com,,
9576306,,Samuel Chavarria,,,schavarria@financialguide.com,,List import
11084512,Inactive Investor,Jake Cabble,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",jake.cabble@ml.com,,Salesforce
11153343,Inactive Investor,Steven Finkle,,"The Leaders Group, Inc.",,,Salesforce
10795274,Inactive Investor,Kevin Wolf,,"Northwestern Mutual Investment Services, LLC Lodi CA 5 1/2 W Pine St",,,Salesforce
11025404,Inactive Investor,David Pavon,,"Allstate Financial Services, LLC Montebello CA 3515 W Beverly Blvd",davidpavon@allstate.com,,Salesforce
11011834,Inactive Investor,Annabella Rockwell,,"TradePro Securities, Inc.",annabella@tradeprosecurities.com,,Salesforce
9563835,,Bill Freeman,,,cmoose33@gmail.com,,List import
11012792,Inactive Investor,Alana Pyeatt,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,apyeatt@primerica.com,,Salesforce
10802378,Inactive Investor,James Perry,Financial Advisor;Principal,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,james.perry@edwardjones.com,,Salesforce
10976783,Inactive Investor,Mark-Anthony Gibson,,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,mark-anthony.gibson@td.com,,Salesforce
11061356,Inactive Investor,Jonathan Benge,Investment Advisor Representative,LPL Financial LLC Osseo MN 7224 Forestview Ln N,jonathan.benge@lpl.com,,Salesforce
83454,,Timothy Dardis,Senior Financial Services Representative,"Principal Securities, Inc.",dardis.tim@principal.com,605-331-2908,
10927939,Inactive Investor,Michael Vonberg,Financial Professional,LPL Financial LLC Lakeland FL 5304 S Florida Ave,michael.vonberg@lpl.com,,Salesforce
11150618,Inactive Investor,Alex Quijano,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,alex.quijano@jpmorgan.com,,Salesforce
9589309,,Rosemary Richard,,,r.richard@lpl.com,,List import
9612112,,Andrew Topps,,,andy.topps@rbc.com,,List import
11129764,Inactive Investor,Darren Watson,,Vanguard Marketing Corporation,darren_watson@vanguard.com,,Salesforce
11141260,Inactive Investor,Peter Cohen,,"Ameritas Investment Company, LLC West Simsbury CT 12 Rocklyn Ct",pcohen@ameritas.com,,Salesforce
10509857,,Adam Katt,Data Product Manager,Lukka,a.katt@lukka.global,,List Import
9552179,,Roger Brown,,,rambyte53@gmail.com,,List import
7876,,Larry Hurley,,[[Unknown]],larry@hearthstonecpa.com,,Direct
11145266,Inactive Investor,Mary Gravelle,,"Wells Fargo Clearing Services, LLC Charlotte NC 15801 Brixham Hill Ave",heather.gravelle@wfa.com,,Salesforce
10656095,,Matthew Gaines,,,mgaines@altairadvisers.com,,List import
9555378,,Tom F,,,tom@blueshift.am,,List import
224874,,Tarun Kamra,,[Unknown],kamra.tarun@gmail.com,,source
11138683,Inactive Investor,Ranald Nicholas,,"Raymond James Financial Services, Inc. Avon CT 70 E Main St",,,Salesforce
10874708,Inactive Investor,Richard Yercheck,,"Capital Investment Group, Inc. Monroe NC 2593 W Roosevelt Blvd",ryercheck@capital-invest.com,,Salesforce
10557535,,[Unknown],,,amesur@yahoo.com,,Web Form Fillout
9568717,,irgend wer,,,irgendwer@spam.care,,List import
10762570,Inactive Investor,Riley Cray,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",riley.cray@ml.com,,Salesforce
9551941,,Alex Rafal,,,alex.rafal@maverickcap.com,,List import
11131475,Inactive Investor,Maria Enriquez,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,menriquez@primerica.com,,Salesforce
10870638,Inactive Investor,Yvette Fernandez,,"HighTower Securities, LLC Chandler AZ 1490 S Price Rd",yfernandez@hightoweradvisors.com,,Salesforce
224227,,Natalia Weichel,,[Unknown],nataliaweichel@gmail.com,,Direct
10837483,Inactive Investor,Amaury Sanchez-Cifuentes,Chief Compliance Officer;Managing Member;Partner,Azzendo Wealth Advisors,amaury@bluekeypwp.com,,Salesforce
10970112,Inactive Investor,Hayden Richter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9634430,,William Nicolls,,,william@watermarkgroup.com,,List import
11064253,Inactive Investor,Kevin Hutchins,,NYLIFE Securities LLC Northampton MA 351 Pleasant St,khutchins@ft.newyorklife.com,,Salesforce
11201848,Inactive Investor,Brian Betz,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,brian.betz@pnc.com,,Salesforce
10960010,Inactive Investor,Alexander Butler,,Fidelity Brokerage Services LLC,,,Salesforce
11058497,Inactive Investor,Justin Manuel,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11059300,Inactive Investor,Jonathan Elsberry,Senior Wealth Advisor,AlphaCore Capital LLC,jelsberry@alphacorecap.com,,Salesforce
10617500,,Adriana Frazier,,,jeanine.frazier@raymondjames.com,,List Import
11127611,Inactive Investor,Andrew Whitten,Financial Advisor,"PFG Private Wealth Management, LLC",andy@pfgprivatewealth.com,,Salesforce
11254584,Inactive Investor,Jordan Brewer,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11067568,Inactive Investor,Rafael Mcfarland,Personal Banker,"Wells Fargo Clearing Services, LLC Appomattox VA 114 Moses Ave",,,Salesforce
11052793,Inactive Investor,Daeyong Kim,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10959491,Inactive Investor,Henry Marston,,Citigroup Global Markets Inc.,,,Salesforce
9549822,,Marie Kelley,,,mkelley@stadionmoney.com,,List import
9622612,,Melcher Horus,,,softspringsownings@gmail.com,,List import
10966740,Inactive Investor,Klent Starks,Financial Advisor,Edward Jones Princeton KY 508 W Market St,klent.starks@edwardjones.com,,Salesforce
9602065,,osler -,,,oslerlemus1997@gmail.com,,List import
352799,,Lisa Hayes,,"Hayes Asset Management, Llc",lhayes@hayesassetmgt.com,585-730-6951,Manual List Upload
10766969,Inactive Investor,Eric Applewhite,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Boca Raton FL 595 S Federal Hwy,eric.applewhite@morganstanley.com,,Salesforce
10972576,Inactive Investor,Kevin Pimental,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,,,Salesforce
10962316,Inactive Investor,Henry Whitney,,PlanMember Securities Corporation,hwhitney@planmember.com,,Salesforce
10662049,,Karl Ruff,,,ben.ruff@pearsoncreekcapital.com,,List Import
10791841,Inactive Investor,Gwendolyn Flees,Senior Client Associate,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",gwendolyn.flees@wellsfargoadvisors.com,,Salesforce
10362263,,Paul Stevenson,,,paul@gss-developments.co.uk,,Web Form Fillout
10979822,Inactive Investor,Melissa Phillips,,LPL Financial LLC Anaheim CA 2401 E Katella Ave,melissa.phillips@lpl.com,,Salesforce
10614786,,Roger Stern,Financial Advisor,,roger.stern@morganstanley.com,,List Import
10827865,Inactive Investor,Bryan Scharstein,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,bryan.scharstein@fidelity.com,,Salesforce
9600570,,Robert Burroughs,,,rob@floormechanics.com,,List import
9612384,,Daniel Drexler,,,ddrexler@crown-chicago.com,,List import
47212,,Shaker Sherif,,"MML Investors Services, LLC",ssherif@massmutual.com,813-637-6320,
11177766,Inactive Investor,Cody Molacek,Financial Planning Assistant;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ames IA 1606 Golden Aspen Dr",cody.molacek@nm.com,,Salesforce
10828229,Inactive Investor,Terry Cole,,Cetera Advisor Networks LLC Bellevue WA 11911 NE 1st St,,,Salesforce
10963794,Inactive Investor,Martin Reynolds,,"Farmers Financial Solutions, LLC El Paso TX 518 W San Antonio Ave",,,Salesforce
10923164,Inactive Investor,Victor Schramm,Chief Compliance Officer;Financial Planner;Owner;Portfolio Manager,Chaim Investment Advisors LLC,,,Salesforce
10929600,Inactive Investor,Jeannine Martin,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,jeannine.martin@primerica.com,,Salesforce
10783228,Inactive Investor,Courtney Orensky,Senior Vice President,Davenport & Company LLC,corensky@investdavenport.com,,Salesforce
9615987,,Christian Antaloczy,,,christian.antaloczy@gmail.com,,List import
1006198,Inactive Investor,Pamela Hawley,,TBD,phawley@universalgiving.org,4158468783,Direct
9600699,,Kirsten Tollefson,,,ktollefson@tollefsonco.org,,List import
11167278,Inactive Investor,Valerie Zeigher,Member;Senior Vice President,"City National Securities, Inc. New York NY 400 Park Ave",valerie.zeigher@cnb.com,,Salesforce
11159460,Inactive Investor,Daniel Hatfield,Financial Advisor,Commonwealth Financial Network Westerville OH 470 Olde Worthington Rd,dhatfield@commonwealth.com,,Salesforce
10949337,Inactive Investor,Patrick Mitchell,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10858188,Inactive Investor,Charley Heard,,"Avantax Investment Services, Inc. Littleton CO 1745 Shea Center Dr",,,Salesforce
11182088,Inactive Investor,Victoria Kroehl,Chief Financial Officer,WCM Investment Management,victoria@wcminvest.com,,Salesforce
10823182,Inactive Investor,Daniel Gregory,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,daniel.gregory@primerica.com,,Salesforce
10799880,Inactive Investor,Christopher Berris,,Buell Securities Corp.,,,Salesforce
11172162,Inactive Investor,Ashleigh Kaplan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11135926,Inactive Investor,Parker Willis,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,,,Salesforce
11179423,Inactive Investor,Kevin Labourdette,Financial Advisor,"Wells Fargo Clearing Services, LLC Ithaca NY 2430 N Triphammer Rd",kevin.labourdette@wellsfargoadvisors.com,,Salesforce
10797497,Inactive Investor,James Fay,,"Cambridge Investment Research, Inc. State College PA 1315 S Allen St",,,Salesforce
11038975,Inactive Investor,Jo Aldridge,Investment Advisor Representative,Northwest Asset Management Houston TX 700 Louisiana St,jo.aldridge@nwasset.com,,Salesforce
10926886,Inactive Investor,Susan Arnpriester,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11132704,Inactive Investor,Thomas Berard,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",thomas_berard@ml.com,,Salesforce
11130128,Inactive Investor,Cory Morrison,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,cory_morrison@glic.com,,Salesforce
10867969,Inactive Investor,Anthony Morgillo,Vice President;Wealth Management Advisor,"GSB Wealth Management, LLC",anthony@greyledge.com,,Salesforce
237224,, -,,[[Unknown]],saenigma@msn.com,,Organic Search
10883176,Inactive Investor,Perry White,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",perry.white@53.com,,Salesforce
10764727,Inactive Investor,Patrick Lenahan,Assistant Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,patrick.j.lenahan.iii@morganstanley.com,,Salesforce
10834670,Inactive Investor,Joseph Dostal,Chief Compliance Officer;Chief Executive Officer;President,J Dostal Investments,joseph.dostal@jdostalinvestments.com,,Salesforce
10952117,Inactive Investor,Eric Ordinario,,LPL Financial LLC Newport Beach CA 5000 Birch St,eric.ordinario@lpl.com,,Salesforce
9597284,,Aziz Abdullah,,,azikazik2392@gmail.com,,List import
9567728,,d b,,,goldminerpulse@gmail.com,,List import
10685586,Active Investor,Agustin Krisnawahjuesa,,FMT CO Cust FBO Edward A Kearney III ROTH IRA,akrisnawahjuesa@horizonkinetics.com,561-252-2502,Salesforce
10829516,Inactive Investor,Don Etchison,,"Parkland Securities, LLC Fishers IN 10515 Muir Ln",detchison@parklandrep.com,,Salesforce
10927731,Inactive Investor,Devon Ruffner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9546754,,Shahid Khan,,,mmj9160@gmail.com,,List import
10807486,Inactive Investor,Andres Echeverri,Senior Vice President;Wealth Management International Client Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,andres.echeverri@morganstanley.com,,Salesforce
11093487,Inactive Investor,Wesley Garner,,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",wesley.garner@ampf.com,,Salesforce
234652,, -,,[[Unknown]],ibrahimidrisbawa668@gmail.com,,
9613490,,Ram Gandikota,,,rgandikota@ativoocapital.com,,List import
9621922,,Donald Marrier,,,dmarrie1@att.net,,List import
11155240,Inactive Investor,Adellmarie Hargreaves,,"Advanced Advisor Group, LLC Saint Paul MN 2042 Wooddale Dr",,,Salesforce
10603623,,John Holloway,"Chief Investment Officer, Limited Partner, Regulatory Contact",Boulder Hill Capital Management LP,jholloway@boulderhillcapital.com,,List Import
160390,,Michael Saunders,,[Unknown],milo363@yahoo.com,,
10948088,Inactive Investor,Nicholas Catrakilis,,"Avantax Investment Services, Inc. Atlanta GA 5 Concourse Pkwy",,,Salesforce
9590349,,Mehmet Tur?ucu,,,tursucumehmet@gmail.com,,List import
223340,,Narendra Kumar,Associate Director,Cognizant,narendra.kumar2@cognizant.com,,
10890032,Inactive Investor,William Baker,Chief Compliance Officer;Managing Member,W.M. Baker Investments LLC,,,Salesforce
11150623,Inactive Investor,Mary Cargile,Associate,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,mary.cargile@jpmorgan.com,,Salesforce
218962,,Margaret Kenny,,[Unknown],kennymarg23@gmail.com,,
11220109,,Derek Bradley,,,dbradley@ayco.com,,Other
9576518,,Howard Asch,,,hasch@royalaa.com,,List import
11096012,Inactive Investor,Timothy Neale,Chief Compliance Officer;Principal,TCN Private Wealth Management LLC,tim.neale@tcnprivatewealth.com,,Salesforce
11104306,Inactive Investor,Matthew Iantosca,Managing Partner,Gerber Kawasaki Wealth & Investment Management,matt@gerberkawasaki.com,,Salesforce
11120831,Inactive Investor,Aarek Barnett,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11075794,Inactive Investor,Jose Roman-Maradiaga,,"Mutual of Omaha Investor Services, Inc. Guaynabo PR B7 Calle Tabonuco",jose.roman@mutualofomaha.com,,Salesforce
220769,,Kieron vowell,,[Unknown],kieron_vowell@icloud.com,,
11005411,Inactive Investor,Mitchell Chatfield,,Lincoln Investment Covina CA 258 E Badillo St,mchatfield@lincolninvestment.com,,Salesforce
167477,,Christopher Bigler,,[Unknown],cbigler@scottsdental.com,,
10875846,Inactive Investor,Kelly Luckhaus,Financial Advisor,Edward Jones Wilmington NC 201 N Front St,kelly.luckhaus@edwardjones.com,,Salesforce
11152076,Inactive Investor,Shannon Vann,,State Farm VP Management Corp. Sallisaw OK 114 N Wheeler Ave,,,Salesforce
11029880,Inactive Investor,Byron Tapp,Financial Advisor,LPL Financial LLC Lubbock TX 4906 Lakeridge Dr,byron.tapp@lpl.com,,Salesforce
11111677,Inactive Investor,Jennifer Huisking,,Goldman Sachs & Co. Westport CT 55 Greens Farms Rd,jennifer.huisking@gs.com,,Salesforce
9595283,,Mark Pojednic,,,mark.pojednic@stewardpartners.com,,List import
10779958,Inactive Investor,John Rogers,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11238267,Inactive Investor,Andrew Koetter,,"Focus Financial, LLC",akoetter@focusfinancial.com,,Salesforce
9608870,,Alexander SHULGIN,,,alexandershulgin@gmx.fr,,List import
10522,,Bill Sitnik,,Individual Investor,bsitnik@comcast.net,8607121659,
10849232,Inactive Investor,Margaret Hill,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Madison NJ 200 Main St",margo.hill@wellsfargo.com,,Salesforce
11172547,Inactive Investor,Judy Betts,,"Cambridge Investment Research, Inc. Clinton Township MI 16950 19 Mile Rd",,,Salesforce
334872,,Erin Barry,Chief Executive Officer,Means Wealth Management,erin.barry@meansinvestment.com,120-794-76763,Manual List Upload
11147851,Inactive Investor,Tammy Paxton,Financial Advisor,"GPWA, LLC Nashville TN 920 South St",tammy@gpwealthadvisors.com,,Salesforce
9620457,,George Egan,,,gegan@reinholdcorporation.com,,List import
11190611,Inactive Investor,Charles Bernard,Manager;Owner,"White Peaks Asset Management, LLC",,,Salesforce
9565682,,Melissa Wenger,,,melissaw@klaasfinancial.com,,List import
11092867,Inactive Investor,Brad Nordin,,"Packerland Brokerage Services, Inc. Escanaba MI 816 Ludington St",brad_nordin@packerlandbrokerage.com,,Salesforce
11172053,Inactive Investor,Gequesce Hutcheson,,PFS Investments Inc. Charlotte NC 818 Tyvola Rd,ghutcheson@primerica.com,,Salesforce
11124372,Inactive Investor,Joseph Ford,Financial Advisor,Edward Jones Johnstown PA 507 Tire Hill Rd,,,Salesforce
11234862,Inactive Investor,Quintin Pile,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Greenville SC 135 S Main St",qpile@beaconpointe.com,,Salesforce
10953768,Inactive Investor,Shijia Li,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11066272,Inactive Investor,James Joly,,"Cambridge Investment Research, Inc. East Greenwich RI 233 Main St",,,Salesforce
10821161,Inactive Investor,Francis Gilday,,"Inlet Securities, LLC",,,Salesforce
11042552,Inactive Investor,Landon Bjorge,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",landon.bjorge@nm.com,,Salesforce
229871,, -,,[Unknown],homaira@aknowledgepartners.com,,
11159371,Inactive Investor,Michael Holland,Financial Advisor,D.A. Davidson & Co. Helena MT 40 W 14th St,,,Salesforce
10831369,Inactive Investor,Pedro Fernandez,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,pedro.fernandez@jpmorgan.com,,Salesforce
10778371,Inactive Investor,Jeffrey Thulson,,"Raymond James Financial Services, Inc. Durango CO 259 W 9th St",jeff.thulson@raymondjames.com,,Salesforce
11197603,Inactive Investor,Benjamin Gurwitz,Chief Operating Officer;Member;Principal;Regulatory Contact,Financial Life Advisors,ben@fladvisors.com,,Salesforce
10952511,Inactive Investor,Michael Lee,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10949548,Inactive Investor,Thomas Gwin,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11107743,Inactive Investor,George Kiebler,,"Summit Global Investments, LLC",,,Salesforce
11066916,Inactive Investor,Josh Mcintosh,Founding Partner;Investment Advisor;Portfolio Manager,Trimaran Capital,josh@trimarancapital.net,,Salesforce
11118065,Inactive Investor,Matthew Ferris,Financial Advisor,LPL Financial LLC Lincoln NE 7160 S 29th St,matt.ferris@lpl.com,,Salesforce
10900211,Inactive Investor,Brittany Arentz,Client Service Associate,Morgan Stanley Lancaster PA 300 Granite Run Dr,brittany.arentz@morganstanley.com,,Salesforce
11138261,Inactive Investor,Brandon Glass,,"First Command Brokerage Services, Inc.",,,Salesforce
9600060,,Byron Snider,,,byron@westoakcap.com,,List import
350284,,Dena Hertel,Retirement Plan Associate,"Northern Capital Management, Inc.",dena@northernwelcome.com,509-456-2526,Manual List Upload
11088885,Inactive Investor,Kurtis Neeld,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",kurtis.neeld@prudential.com,,Salesforce
11236729,Inactive Investor,Omen Quelvog,Financial Advisor,APFORIA Fredericksburg VA Private Residence,,,Salesforce
10994948,Inactive Investor,Christine Senglaub,Financial Advisor,"Independent Financial Group, LLC Delafield WI 3960 Hillside Dr",,,Salesforce
3107367,,Kaylee Ostberg,,,mama.rex1988@gmail.com,,
92353,,RAMIN AMINI,,Turkey,ramni13@yahoo.com,,
10998331,Inactive Investor,Joseph Gilbert,Relationship Banker,J.P. Morgan Securities LLC Tucson AZ 4660 E Sunrise Dr,joseph.gilbert@jpmorgan.com,,Salesforce
10796815,Inactive Investor,Edward Katarsky,Financial Advisor,"Ameriprise Financial Services, LLC Wilkes Barre PA 100 N Wilkes Barre Blvd",edward.j.katarsky@ampf.com,,Salesforce
11006365,Inactive Investor,John Wagner,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",,,Salesforce
9591296,,Daniel Bass,,,dbass@fortress.com,,List import
87288,,Douglas Kerner,,self,doug2kerner@gmail.com,2169652944,Organic Search
10767272,Inactive Investor,Mark Catanese,Financial Advisor,"Cadaret, Grant & Co., Inc. Niagara Falls NY 6928 Williams Rd",mcatanese@cadaretgrant.com,,Salesforce
11019693,Inactive Investor,Ahna Azevedo,,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",,,Salesforce
11002792,Inactive Investor,Randal Reynolds,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",randy.reynolds@nm.com,,Salesforce
11059204,Inactive Investor,Harvard Sumida,,"Cambridge Investment Research, Inc. Honolulu HI 201 Merchant St",,,Salesforce
10815189,Inactive Investor,Chad Driewer,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Jackson WY 115 E Pearl Ave",chad.driewer@wellsfargoadvisors.com,,Salesforce
10940392,Inactive Investor,Adam Olszowy,Private Banker,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",,,Salesforce
11073516,Inactive Investor,Teresa Herman,Financial Advisor,"Wells Fargo Clearing Services, LLC Tyler TX 6101 S Broadway Ave",teresa.herman@wellsfargoadvisors.com,,Salesforce
10884153,Inactive Investor,Rolando Castano,Executive Vice President;Partner,Nolan Capital Advisors LLC Plantation FL Private Residence,rcastano@nolancapitaladvisors.com,,Salesforce
349085,,Nicholas Griffin,Senior Vice President,Directed Capital Advisors,ngriffin@directedcapital.com,727-341-8380,Manual List Upload
10620015,,Beverly Cornelious,,,bcornelious@oldsecond.com,,List Import
10943897,Inactive Investor,William Tufts,,"DFPG Investments, LLC Wilsonville OR 31960 SW Charbonneau Dr",,,Salesforce
11105864,Inactive Investor,Kevin Fasulo,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10770494,Inactive Investor,Samantha Becker,Financial Advisor;Financial Planning Specialist,Morgan Stanley Bangor ME 23 Water St,samantha.becker@morganstanley.com,,Salesforce
10916746,Inactive Investor,Kara Mahoney,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10879420,Inactive Investor,Shaena Yorke,,"LaSalle St Securities, L.L.C. Strongsville OH 10750 Pearl Rd",shaena.miller@lasallest.com,,Salesforce
11159872,Inactive Investor,Joshua Paulus,Chief Compliance Officer;Financial Advisor;Managing Partner;Managing Principal,Cobalt Wealth Management,,,Salesforce
10804722,Inactive Investor,Milton Green,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",milt.green@nm.com,,Salesforce
10886704,Inactive Investor,Mark Calaci,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",mark.calaci@tiaa.org,,Salesforce
10822191,Inactive Investor,Benjamin White,Registered Associate,Morgan Stanley Denver CO 1550 Market St,,,Salesforce
9573390,,Nadi Barash,,,nbarash@thirdpoint.com,,List import
10978239,Inactive Investor,Brian Henry,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,brian.henry@fidelity.com,,Salesforce
11195299,Inactive Investor,Laurence Sobin,,"Packerland Brokerage Services, Inc. Morris Plains NJ Private Residence",laurence_sobin@packerlandbrokerage.com,,Salesforce
149659,,FOUDAYL GHOULAM,,[Unknown],foudayl42@gmail.com,,source
11141046,Inactive Investor,Melissa Anderson,Financial Advisor,Edward Jones Enumclaw WA 2820 Griffin Ave,melissa.anderson@edwardjones.com,,Salesforce
11206596,Inactive Investor,Timothy Weishorn,,LPL Financial LLC Greensburg PA 235 Humphrey Rd,timothy.weishorn@lpl.com,,Salesforce
10604394,,Thomas Ravert,Managing Director,Pathway Capital Corp,travert@pathway-capital.com,8453764035,List Import
10846921,Inactive Investor,Richard Larue,,"Osaic Wealth, Inc. Crozet VA Private Residence",rlarue@royalaa.com,,Salesforce
10986509,Inactive Investor,Lisa Gessinger,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",,,Salesforce
11199563,Inactive Investor,Jonathan Ghermezian,President,"Gold Star Asset Management, LLC",jg@goldstaram.com,,Salesforce
11067404,Inactive Investor,Lorena Villa,,State Farm VP Management Corp. San Antonio TX 19338 Babcock Rd,lorena.villa.pwnf@statefarm.com,,Salesforce
9576495,,zhuojing lu,,,lvzhuojing@gmail.com,,List import
11107336,Inactive Investor,Hannah Forney,,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,hannah.forney@jpmorgan.com,,Salesforce
10863241,Inactive Investor,Max Nield,,State Farm VP Management Corp. Boise ID 4900 N Rosepoint Way,,,Salesforce
11106557,Inactive Investor,Christopher Bruns,,"Raymond James Financial Services, Inc. Sioux Falls SD 300 Cherapa Pl",christopher.bruns@raymondjames.com,,Salesforce
11017881,Inactive Investor,Marilyn Wood,,Commonwealth Financial Network Albuquerque NM 6759 Academy Rd NE,mwood@commonwealth.com,,Salesforce
11192909,Inactive Investor,Kevin Johnson,Branch Manager;Senior Vice President,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,kevin.a.johnson@morganstanley.com,,Salesforce
10860474,Inactive Investor,Kristi Tomlinson,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,kristi.tomlinson@fmr.com,,Salesforce
11205578,Inactive Investor,Michael Mercer,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",,,Salesforce
6483,,Joshua Washington,,PANA,romanholdingsllc@yahoo.com,2403777598,Direct
10797549,Inactive Investor,Bernard Cohen,Senior Financial Advisor;Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 50 Chestnut Ridge Rd",bernard_s_cohen@ml.com,,Salesforce
10966687,Inactive Investor,Mark Santaniello,Financial Advisor,Janney Montgomery Scott LLC Moosic PA 72 Glenmaura National Blvd,msantaniello@janney.com,,Salesforce
10781650,Inactive Investor,Amy Smith,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9561390,,Jason Condon,,,jcondon@gittermanwealth.com,,List import
9588693,,Zaeed Kalsheker,,,zkalsheker@scionasset.com,,List import
11093141,Inactive Investor,Sophia Oliverio,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,sophia.oliverio@ubs.com,,Salesforce
11178676,Inactive Investor,Paul Schuder,,"HighTower Securities, LLC Dallas TX 4001 Northwest Pkwy",pschuder@hightoweradvisors.com,,Salesforce
11050629,Inactive Investor,Claytor Brooks,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
9631692,,Charles Tung,,,charlestung916@gmail.com,,List import
10886165,Inactive Investor,Emma Buresh,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,emma_buresh@vanguard.com,,Salesforce
113143,,John Oreilly,"Chief Compliance Officer, Chief Executive Officer",D G O Investment Advisors LLC,oreilly@dgobenefits.com,617-661-6601,
10781278,Inactive Investor,Joseph Koenig,,"Osaic FA, Inc.",,,Salesforce
11035474,Inactive Investor,Richard Hilliard,,J.P. Morgan Securities LLC Hartford CT 700 Wethersfield Ave,richard.hilliard@jpmorgan.com,,Salesforce
10891545,Inactive Investor,Artell Whitaker,Financial Advisor,Edward Jones Puyallup WA 615 E Pioneer,,,Salesforce
334568,,Lory Wessel,Director Of Advisory Relationships,Stonebridge Capital Advisors Llc,lwessel@stonebridgecap.com,651-251-1000,Manual List Upload
10941374,Inactive Investor,Jeffrey Soltman,Client Service Associate,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",jeff.soltman@raymondjames.com,,Salesforce
165502,,Thomas Tyler,,[Unknown],tomtyler114@mac.com,,Organic Search
11144315,Inactive Investor,Robert Esposito,Financial Planner,LPL Financial LLC Delanco NJ Private Residence,robert.esposito@lpl.com,,Salesforce
10888378,Inactive Investor,Anthony Damiano,,"Osaic FA, Inc. Tamaqua PA 16 Sherwood St",anthony.damiano@lfg.com,,Salesforce
10759355,Inactive Investor,Timothy Davis,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",,,Salesforce
10797926,Inactive Investor,John Heigl,Financial Advisor,LPL Financial LLC Marlton NJ Private Residence,john.heigl@lpl.com,,Salesforce
11115439,Inactive Investor,Patricia Cook,Financial Advisor,Edward Jones Jackson WY 180 Center St,patty.cook@edwardjones.com,,Salesforce
11081163,Inactive Investor,Scott Stone,,"Avantax Investment Services, Inc. Nashville TN 1008B Forrest Ave",,,Salesforce
10841249,Inactive Investor,Shelby Keepler,Financial Advisor,Edward Jones Fort Myers FL 13721 Cypress Terrace Cir,shelby.keepler@edwardjones.com,,Salesforce
9593598,,Duy Doan,,,iceinflame@gmail.com,,List import
11086247,Inactive Investor,Brett Peterson,Financial Advisor;Vice President,D.A. Davidson & Co. Wenatchee WA 151 S Worthen St,,,Salesforce
11011427,Inactive Investor,Douglas Findley,,LPL Financial LLC Marshall IL 511 Locust St,douglas.findley@lpl.com,,Salesforce
6213761,,Coty Cargle,,,newwing94@gmail.com,,Web Form Fillout
10949941,Inactive Investor,Cody Heins,Wealth Advisor,LPL Financial LLC Glendale AZ 7111 W Bell Rd,cody.heins@lpl.com,,Salesforce
10817041,Inactive Investor,Patricia Hartie,,Morgan Stanley,patricia.hartie@morganstanley.com,,Salesforce
10804528,Inactive Investor,Michael Robertson,Premier Banker,"Wells Fargo Clearing Services, LLC Jacksonville FL 1562 Atlantic Blvd",michael.robertson@wellsfargo.com,,Salesforce
11057032,Inactive Investor,Heather Webb,,"Raymond James Financial Services, Inc. Hot Springs National Park AR 2360 Malvern Ave",heather.gillham@raymondjames.com,,Salesforce
10647563,,Mark Mogle,,,mark.mogle@pallerfinancial.com,,List Import
10939371,Inactive Investor,Casey Sage,Financial Advisor,"Raymond James & Associates, Inc. Clarkston MI 20 W Washington St",casey.sage@raymondjames.com,,Salesforce
9636005,,Thomas Goodrich,,,tgoodrich@resourcemgt.com,,List import
11094739,Inactive Investor,Robert Hoerle,Managing Member;Managing Partner,"Stone Run Capital, LLC",,,Salesforce
9602626,,Bud Forrest,,,budforrest@gmail.com,,List import
88574,,Dennis Koenning,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",dennis.koenning@transamerica.com,,
10755625,Inactive Investor,Darin Davis,Financial Advisor;Investment Advisor Representative,Edward Jones Falls City NE 1619 Stone St,darin.davis@edwardjones.com,,Salesforce
10488059,,Sujit Sahadevan,"Chief Compliance Officer, Chief Operating Officer",Regan Capital,ssahadevan@regancapital.com,,List import
10772239,Inactive Investor,William Korn,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",bkorn@capitolsecurities.com,,Salesforce
10789094,Inactive Investor,Jerome Rieke,Financial Advisor,Edward Jones Akron OH 3465 S Arlington Rd,jerome.rieke@edwardjones.com,,Salesforce
10783204,Inactive Investor,Ann Roberts,Shareholder,Robinson Investment Group Inc,,,Salesforce
10854192,Inactive Investor,Chris Silva,Financial Advisor,Edward Jones Fairfield CA 3329 N Texas St,chris.silva@edwardjones.com,,Salesforce
215525,,Jay Gadberry,,gfg,jgadberry@gadberryfg.com,(501) 975-7100,Other
11005792,Inactive Investor,Naomi Smith,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,nrsmith@ft.newyorklife.com,,Salesforce
10658211,,Patrick O'Connor,,,p.oconnor@wfafinet.com,,List Import
10969058,Inactive Investor,Muhammad Anjum,,"Osaic Institutions, Inc. Forest Hills NY 10755 Queens Blvd",,,Salesforce
10801168,Inactive Investor,Brian Ewers,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",brian.ewers@ml.com,,Salesforce
11201536,Inactive Investor,Boyd Pederson,,"Summit Global Investments, LLC",,,Salesforce
9545385,,grayswan gassini,,,grosanni@gmail.com,,List import
11010674,Inactive Investor,Victoria Chapman,,"MML Investors Services, LLC Wilmington NC 1015 Ashes Dr",,,Salesforce
10864379,Inactive Investor,Richard Frazer,,Cetera Financial Specialists LLC New York NY 1120 Avenue of the Americas,,,Salesforce
10906718,Inactive Investor,Nhaman Pelphrey,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",nhaman.pelphrey@wellsfargo.com,,Salesforce
10661873,,Kevin Babcock,,,kevin.babcock@ceterafs.com,,List Import
229909,, -,,[[Unknown]],jjf33629@yahoo.com,,
11116610,Inactive Investor,John Slifka,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",,,Salesforce
9575688,,Charlton Simons,,,chuck.simons@ameriflex.com,,List import
9621950,,Rob Villanueva,,,rob@robvillanueva.com,,List import
10728534,,mervat amen,,,mervatamen69@gmail.com,,Web Form Fillout
10614426,,Steven Eisner,Financial Advisor,,steven.eisner@natfin.net,,List Import
11123365,Inactive Investor,Lisa Robinson,Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",lisa.robinson@equitable.com,,Salesforce
10816761,Inactive Investor,Loralee Haynie,Senior Compliance Consultant,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",loralee.haynie@wellsfargoadvisors.com,,Salesforce
10977196,Inactive Investor,Andres Marron,,"Alterna Securities, Inc.",,,Salesforce
9554371,,Carlos Moisa,,,carlos.moisa@valic.com,,List import
10989346,Inactive Investor,Trecci Simmons,,LPL Financial LLC Houston TX 1717 West Loop S,trecci.simmons@lpl.com,,Salesforce
11134845,Inactive Investor,Sean Stamp,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",sean.stamp@ml.com,,Salesforce
10784669,Inactive Investor,Brian Holladay,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",brian_holladay@ml.com,,Salesforce
11220496,,Michael Pieza,,,michael.pieza@empower.com,,Other
9560182,,Marcus de Aguilar,,,marcuswagner3@gmail.com,,List import
10921073,Inactive Investor,David Swift,Chief Compliance Officer;Financial Planner;Founder;Founding Partner;Principal,Second 50 Financial,,,Salesforce
10838517,Inactive Investor,Jeffrey Stclair,,Cetera Advisors LLC North Bend OR 1956 Meade St,jeffrey.stclair@ceteraadvisors.com,,Salesforce
9637391,,marco aurelio hernandez,,,marcoaohdezmtz@gmail.com,,List import
11192579,Inactive Investor,Hugo Rocha,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Bensalem PA 2349 Street Rd",hugo.rocha@wellsfargo.com,,Salesforce
9557028,,Frederick Bremer,,,fbremer@gareppleinvestments.com,,List import
11136059,Inactive Investor,Tracey Fogg,,Commonwealth Financial Network South Portland ME 30 Donald B Dean Dr,tfogg@commonwealth.com,,Salesforce
11098942,Inactive Investor,Paul Ferguson,Executive Vice President,Israels Ferguson Asset Advisors LLC New York NY 257 W 117th St,pferguson@israelsferguson.com,,Salesforce
11103951,Inactive Investor,Anthony Paino,Financial Advisor,LPL Financial LLC Elkhart IN 358 S Elkhart Ave,anthony.paino@lpl.com,,Salesforce
10786902,Inactive Investor,Christopher Hartzell,,Citigroup Global Markets Inc.,,,Salesforce
11025265,Inactive Investor,Tony Kinnaird,Financial Advisor,"Wells Fargo Clearing Services, LLC Joplin MO 2819 E 29th St",tony.kinnaird@wellsfargoadvisors.com,,Salesforce
212742,,Maureen Zygler,Regional Business Consultant,[Unknown],maureen.zygler@voya.com,,Advertising
11146923,Inactive Investor,John Gdula,,State Farm VP Management Corp. Irwin PA 415 Main St,john.gdula.mo2p@statefarm.com,,Salesforce
9618084,,Jeffrey Heyman,,,tjhey@woodcap.net,,List import
11236657,Inactive Investor,Lydon Crane,Wealth Advisor,"Legacy Wealth Management, LLC Burley ID 635 Birch Dr",lydon@legacywealthmg.com,,Salesforce
10925475,Inactive Investor,Philip Barnes,,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",,,Salesforce
10932009,Inactive Investor,Joseph Falgoust,Director;Relationship Manager,"Osaic FA, Inc. Baton Rouge LA 6709 Perkins Rd",joseph.falgoust@lfg.com,,Salesforce
9558621,,Megan Branham,,,branham.megan@principal.com,,List import
11094015,Inactive Investor,Roy Kobatake,,Cetera Advisor Networks LLC Honolulu HI 1001 Bishop St,,,Salesforce
10957650,Inactive Investor,Eddie Garris,,J.P. Morgan Securities LLC Brooklyn NY 401 Flatbush Ave,eddie.r.garrisiii@chase.com,,Salesforce
11089430,Inactive Investor,Michael Bain,Financial Advisor,LPL Financial LLC Glendale CA 700 N Brand Blvd,michael.bain@lpl.com,,Salesforce
9562547,,Neil Johnson,,,njohnson@lawrenceevans.com,,List import
9543692,,Nicholas Dilisi,,,nickd@emoneyadvisor.com,,List import
10844075,Inactive Investor,Edwin Reynolds,,"Cambridge Investment Research, Inc. Savannah GA 6001 Chatham Center Dr",,,Salesforce
335373,,Joe Noll,It Consulting,Rkl Wealth Management Llc,jnoll@rklcpa.com,717-399-1700,Manual List Upload
10578805,,Linda Goring,,,llg@rockisland.com,,Web Form Fillout
10840062,Inactive Investor,Brian Brakefield,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,brianbrakefield@statefarm.com,,Salesforce
11116517,Inactive Investor,Jay Mathis,,Momentum Independent Network Inc.,,,Salesforce
11197619,Inactive Investor,Patrick Halpin,,Interactive Financial Advisors Lombard IL Private Residence,,,Salesforce
10997660,Inactive Investor,Daniel Atwood,,The Huntington Investment Company Holland MI 545 E 8th St,daniel.atwood@huntington.com,,Salesforce
11187330,Inactive Investor,Locke Bielefeldt,Financial Planner,LPL Financial LLC Eugene OR 895B Country Club Rd,locke.bielefeldt@lpl.com,,Salesforce
10762087,Inactive Investor,Mary Walsh,Chief Compliance Officer;Senior Vice President,Money Concepts Capital Corp,mary@moneyconcepts.com,,Salesforce
219027,,Josh Holm,,[Unknown],kpnadad@yahoo.com,,
10876858,Inactive Investor,Charles Zheng,Financial Advisor,"Wells Fargo Clearing Services, LLC San Ramon CA 3111 Crow Canyon Pl",charles.zheng@wellsfargo.com,,Salesforce
11092437,Inactive Investor,Michelle Beausejour,Financial Advisor,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
10988806,Inactive Investor,Thai Tran,,J.P. Morgan Securities LLC Katy TX 5210 FM 1463 Rd,thai.tran@jpmorgan.com,,Salesforce
9609571,,Francesko Selfaj,,,f.selfaj@icloud.com,,List import
6955980,,zono ta,,,yokore8710@wireps.com,,Web form fillout
10619619,,David Buehring,,,david.buehring@nuveen.com,,List Import
9594191,,Robert Armagno,,,rarmagno@stratoswealthpartners.com,,List import
6659826,,Jorge Contreras,,,yiojancontreras@gmail.com,,Web form fillout
9571248,,Kevin Oakes,,,koakes@massmutual.com,,List import
1767127,,Mendel Sucre,,,mendelsucre@gmail.com,,
10966230,Inactive Investor,Nicole Phelan,Chief Compliance Officer;Financial Advisor;Member;Portfolio Manager,Concierge Financial Advisor LLC,,,Salesforce
197692,,Brian Worley,Managing Member,"Wi Partners, Llc",bworley@wiptnrs.com,(617) 310-4810,Manual List Upload
10854533,Inactive Investor,Brett Agnew,General Counsel,"Beacon Capital Management, Inc. Logan UT 1676 E 1550 N",bagnew@beaconinvesting.com,,Salesforce
10790189,Inactive Investor,Barry Capps,Financial Advisor,"Ameriprise Financial Services, LLC Myrtle Beach SC 2411 N Oak St",barry.x.capps@ampf.com,,Salesforce
343847,,Richard Silver,CCO,Investcorp Absolute Return Investments Llc,richard.silver@investcorptages.com,212-599-4700,Manual List Upload
10885425,Inactive Investor,Amanda Venable,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10911191,Inactive Investor,Guinevieve Mertens,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,guinevieve.mertens@primerica.com,,Salesforce
10924343,Inactive Investor,Mark Morrison,,OneAscent Financial Services LLC Crystal Lake IL 181 N Virginia St,mark.morrison@oneascent.com,,Salesforce
11086207,Inactive Investor,Herbert Landstreet,,"Empower Financial Services, Inc Saint Charles MO Private Residence",herbert.landstreet@empower.com,,Salesforce
11072662,Inactive Investor,Ryan Laganke,Relationship Manager,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10766554,Inactive Investor,Jennifer Lechman,Authorized Officer;Team Administrator,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,jennifer.lechman@ubs.com,,Salesforce
10696345,,John Armao,,GOLDENTREE ASSET MANAGEMENT LP,jarmao@goldentree.com,,List Import
9633146,,Craig Dostie,,,cdostie@gmail.com,,List import
11146740,Inactive Investor,Marco Lomeli,,"U.S. Bancorp Investments, Inc. Fullerton CA 2481 E Chapman Ave",,,Salesforce
9563293,,Jay Hammond,,,jay.hammond@voyafa.com,,List import
11195657,Inactive Investor,David Doorneweerd,,"Osaic Wealth, Inc. Longwood FL 407 Wekiva Springs Rd",,,Salesforce
11208082,Inactive Investor,Timothy Thompson,,"Farmers Financial Solutions, LLC Beaumont TX 3560 Delaware St",tthompson@farmersagent.com,,Salesforce
180221,,Lee Chen,,[Unknown],leextc7@gmail.com,,
11024717,Inactive Investor,Justin Gower,,Vanguard Marketing Corporation,justin_gower@vanguard.com,,Salesforce
11181060,Inactive Investor,David Day,,NYLIFE Securities LLC Savannah GA 30 Little Comfort Rd,davidday@ft.newyorklife.com,,Salesforce
10574011,,[Unknown],,,stevendaula@gmail.com,,Web Form Fillout
11021420,Inactive Investor,Ron Coppenbarger,,State Farm VP Management Corp.,ron.coppenbarger.tm58@statefarm.com,,Salesforce
10858789,Inactive Investor,John Carlos,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",john.carlos@nm.com,,Salesforce
231090,, -,,[[Unknown]],katherinetobias1013@gmail.com,,
231520,, -,,[[Unknown]],kiv28emg@gmail.com,,
11154428,Inactive Investor,Lisa Johnson,,State Farm VP Management Corp. Allen TX 203 S Alma Dr,,,Salesforce
9415830,,Jeff Dorman,,Arca Digital Assets,jeff@ar.ca,,Initial Salesforce Import
11135231,Inactive Investor,Stephanie Rankin,,"Horace Mann Investors, Inc. Summerville SC 404 N Gum St",,,Salesforce
10962397,Inactive Investor,Marjory Blackmer,,"Principal Securities, Inc. Libertyville IL Private Residence",blackmer.megan@principal.com,,Salesforce
11057931,Inactive Investor,Jerry Holdsworth,Managing Partner;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lincoln NE 5550 S 59th St",jerry.holdsworth@wfafinet.com,,Salesforce
10619554,,Jeanne Tackett,,,jeanne@totalclaritywealth.com,,List Import
9579711,,Larry Curtis,,,itruck@live.com,,List import
11044798,Inactive Investor,Jakeyri Dominguez,,PFS Investments Inc. Lombard IL 555 Waters Edge,jdominguez@primerica.com,,Salesforce
9625482,,Verejan Ion,,,ionverejan@gmail.com,,List import
10764079,Inactive Investor,Kenneth Harmon,Financial Advisor,Edward Jones Bethalto IL 425 S Prairie St,ken.harmon@edwardjones.com,,Salesforce
11209776,Inactive Investor,Bradley Van Vechten,Founder;Managing Member;Principal,"Private Wealth Management Solutions, LLC",bradley@pwmsolutions.net,,Salesforce
10781345,Inactive Investor,Michael Kitlinski,Financial Advisor,Morgan Stanley New York NY 399 Park Ave,michael.kitlinski@morganstanley.com,,Salesforce
11081528,Inactive Investor,Philip Kostaroff,,"Osaic Wealth, Inc. Indianapolis IN 8365 Keystone Xing",,,Salesforce
11121843,Inactive Investor,Eric Melman,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",eric.melman@bofa.com,,Salesforce
11232656,Inactive Investor,Jayne Hill,Director;President,"Synovus Securities, Inc.",jaynehill@synovus.com,,Salesforce
11011714,Inactive Investor,Nicholas Bravo,,"Allstate Financial Services, LLC Miami FL 9560 SW 107th Ave",,,Salesforce
9544205,,Richard Macbarron,,,rick.macbarron@lfg.com,,List import
11100918,Inactive Investor,Shawn Greseth,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10614567,,David Knafo,"Financial Advisor, International Client Advisor, Senior Vice President",,david.knafo@morganstanley.com,,List Import
241586,,Michell Sesssa,,[Unknown],michellsessa@yahoo.com,,Direct
11013678,Inactive Investor,Terrance Dunphy,,"Farmers Financial Solutions, LLC Denver CO 1325 S Colorado Blvd",,,Salesforce
10853581,Inactive Investor,Michael Canzone,Wealth Advisor,Canter Wealth,mcanzone@canterwealth.com,,Salesforce
9589773,,carlos ramirez,,,carlosjramirezhenao@gmail.com,,List import
11148719,Inactive Investor,Jason Park,Private Client Advisor;Vice President,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jun.park@tiaa.org,,Salesforce
9594272,,Marci Silverman,,,marci@linderfinancial.com,,List import
10911969,Inactive Investor,Benjamin Beard,Financial Advisor,LPL Financial LLC Union City TN 800 S 1st St,benjamin.h.beard@lpl.com,,Salesforce
11123018,Inactive Investor,Randy Reeves,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",randy.reeves@schwab.com,,Salesforce
11167576,Inactive Investor,Robert Palu,,Emerson Equity LLC,rpalu@emersonequity.com,,Salesforce
10792462,Inactive Investor,Sheree Blazejewski,Complex Manager;Executive Director,Morgan Stanley East Lansing MI 2900 West Rd,sheree.blazejewski@morganstanley.com,,Salesforce
10836931,Inactive Investor,Richard Visintine,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,richard.visintine@ubs.com,,Salesforce
230718,, -,,[[Unknown]],sarahtsui18@gmail.com,,
11082650,Inactive Investor,Edward Glassmeyer,,Goldman Sachs & Co.,edward.glassmeyer@gs.com,,Salesforce
10928705,Inactive Investor,Nathaniel Scholze,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,nathan.scholze.m2im@statefarm.com,,Salesforce
10861644,Inactive Investor,Joshua Rifkin,Financial Advisor,Edward Jones Sarasota FL 2477 Stickney Point Rd,joshua.rifkin@edwardjones.com,,Salesforce
11181692,Inactive Investor,Erica Dallin,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,erica.dallin@fmr.com,,Salesforce
10869379,Inactive Investor,Cameron Penney,Chief Compliance Officer;Managing Director;Managing Partner,Penney Financial,cameron@penneyfinancial.com,,Salesforce
11058862,Inactive Investor,John Josten,,Cetera Advisor Networks LLC Schaumburg IL 1827 Walden Office Sq,john.josten@ceterawealth.com,,Salesforce
9571858,,Seungeun Kim,,,skim0814@gmail.com,,List import
9603187,,Teresa Gast,"Chief Compliance Officer, Managing Member, Managing Partner","Privus Financial, LLC",tgast@privusfinancial.com,,List import
10913474,Inactive Investor,Dixi Jin,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,dixi.jin@fmr.com,,Salesforce
11232871,Inactive Investor,Sanghyun Lee,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",sanghyun.lee@wellsfargo.com,,Salesforce
11147618,Inactive Investor,James Apostolico,,"Lion Street Financial, LLC Mountain Lakes NJ 115 US Hwy 46",japostolico@lionstreet.com,,Salesforce
11007657,Inactive Investor,Gabriel Lopez Sanchez,,"Stonecrest Capital Markets, Inc. San Juan 1369 Ave Ashford",,,Salesforce
11029792,Inactive Investor,Franklin Hancock,,"Raymond James & Associates, Inc.",franklin.hancock@raymondjames.com,,Salesforce
10790596,Inactive Investor,Paul Roetenberger,Vice President - Investments,"Raymond James & Associates, Inc. Cincinnati OH 8044 Montgomery Rd",paul.roetenberger@raymondjames.com,,Salesforce
9555951,,Justin Sussman,,,jsussman@proficiocap.com,,List import
10769724,Inactive Investor,Nathan Hurty,Vice President,Morgan Stanley San Francisco CA 555 California St,nathan.hurty@morganstanley.com,,Salesforce
10884498,Inactive Investor,Brad Molineux,Financial Advisor,LPL Financial LLC Stuart FL 759 SW Federal Hwy,bradley.molineux@lpl.com,,Salesforce
11228756,Inactive Investor,Sumaiya Ahmed,,J.P. Morgan Securities LLC East Meadow NY 2469 Hempstead Tpke,sumaiya.ahmed@jpmorgan.com,,Salesforce
11083953,Inactive Investor,Richard Evans,Senior Supervisory Principal,Key Investment Services LLC,richard.evans@key.com,,Salesforce
9610695,,ERSAN TALI,,,ersantali88@gmail.com,,List import
9542474,,Joshua Gray,,,jmale2020@yahoo.vom,,List import
10980600,Inactive Investor,Robert Smith,Financial Advisor,Thrivent Investment Management Inc. Sarasota FL 4801 Swift Rd,robert.smith@thrivent.com,,Salesforce
10787216,Inactive Investor,David Webb,Investment Specialist,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",david.webb@schwab.com,,Salesforce
4088388,,dylan joubert,,,dylanthevillain@gmail.com,,Web Form Fillout
11059588,Inactive Investor,Yahaira Felix,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,yahaira.felix@jpmorgan.com,,Salesforce
11049739,Inactive Investor,Gabriel Reyes,,Fidelity Brokerage Services LLC Dayton KY Private Residence,gabriel.reyes@fmr.com,,Salesforce
11153362,Inactive Investor,David Morgan,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",dmorgan@financialguide.com,,Salesforce
160084,,anna marsh,,[Unknown],anna.marsh@pwc.com,,Organic Search
11089778,Inactive Investor,Raymond Backers,Manager,Q2 Wealth Management,raymondb@q2wealth.com,,Salesforce
9569713,,Roger -,,,rgweit@hotmail.com,,List import
10647389,,Christopher Sauser,,,csauser@tiaa-cref.org,,List Import
11174826,Inactive Investor,Simone Oberreiter,,Deutsche Bank Securities Inc. Chicago IL 222 S Riverside Plz,simone@deutschewealth.com,,Salesforce
11199295,Inactive Investor,Jan Hugo Johan Braune,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jan-hugo-johan.braune@jpmorgan.com,,Salesforce
11065860,Inactive Investor,Skye Hommel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,skye.hommel@fmr.com,,Salesforce
10856812,Inactive Investor,Patrick Thull,,PFS Investments Inc. Dallas TX 17304 Preston Rd,patrick.thull@primerica.com,,Salesforce
11067148,Inactive Investor,Scott Bloom,,"Centaurus Financial, Inc. Aptos CA 7492 Soquel Dr",sbloom@cfiemail.com,,Salesforce
11075871,Inactive Investor,Norman Janis,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,njanis@ft.newyorklife.com,,Salesforce
245305,,Jan Bos,Chief Research and Strategy Officer,Soundwatch Capital Llc,janbos@spundwatch.com,16464429654,Manual List Upload
10963448,Inactive Investor,Nikhil Kathuria,,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,nkathuria@allianceg.com,,Salesforce
9541290,,"Steve Barnes, CFP",,,barnesfinancial5@sbcglobal.net,,List import
47175,,rizky risk,,Indonesia,riskyrisk666@gmail.com,,source
11206469,Inactive Investor,Michael Sepkowski,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,msepkowsk@ft.newyorklife.com,,Salesforce
10976083,Inactive Investor,Quenton Wattinger,,"Cambridge Investment Research, Inc. Austin TX 4718 Duval St",,,Salesforce
353316,,Liang Yuan,,Liang Yuan,djecho@gmail.com,,
9625983,,Thuli Zuma,,,zeetd8@gmail.com,,List import
11172122,Inactive Investor,Charles Crowl,Financial Advisor,Commonwealth Financial Network Conroe TX 303 Longmire Rd,ccrowl@commonwealth.com,,Salesforce
212595,,Frances Batista,"Financial Advisor, Senior Director - Investments",[Unknown],frances.batista@opco.com,,Advertising
10786237,Inactive Investor,Lisa Kielmeyer,,J.P. Morgan Securities LLC Woodbury NY 7920 Jericho Tpke,lisa.kielmeyer@jpmorgan.com,,Salesforce
9639620,,Stephen McCourt,,,smccourt@meketagroup.com,,List import
10937215,Inactive Investor,Nickolas Gould,,LPL Financial LLC Sacramento CA 520 Capitol Mall,nickolas.gould@lpl.com,,Salesforce
10611622,,Eric Carter,"Financial Advisor, Senior Vice President - Wealth Management",,eric.carter@ubs.com,,List Import
11191555,Inactive Investor,Jason Cort,Founder;President,"Quadrant Private Wealth Management, LLC",jcort@quadrantpw.com,,Salesforce
9570736,,Adam Halper,,,adam.halper@manikaypartners.com,,List import
11216834,,Lawrence Leitch,,,larry.leitch@lpl.com,,List Import
11143969,Inactive Investor,Robert Dimase,,"Sentinel Securities, Inc.",rob.dimase@sentinelgroup.com,,Salesforce
11106046,Inactive Investor,Eric Gregg,Founder;Owner;Principal,Four Tree Island Advisory LLC,egregg@fourtreeislandadvisory.com,,Salesforce
9633187,,Robert Brown,,,robmarlabrown@gmail.com,,List import
11184675,Inactive Investor,Brian Murphy,,"MML Investors Services, LLC",bmurphy@massmutual.com,,Salesforce
11068501,Inactive Investor,Jennifer Riley,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,jennifer.riley@fidelity.com,,Salesforce
11197389,Inactive Investor,Michael Gonzalez,,"Farmers Financial Solutions, LLC La Crescenta CA 3800 La Crescenta Ave",mgonzalez@farmersagent.com,,Salesforce
6313683,,simon pezoo,,,waxajac250@ibansko.com,,Web Form Fillout
10880994,Inactive Investor,Thomas Marshall,Chief Compliance Officer;President,"Virginia Estate and Retirement Planning Advisors, Inc.",thomas@myverpa.com,,Salesforce
11255783,,Marce wil,,,marcelo@oincs.com,,Web Form Fillout
11190947,Inactive Investor,David Rome,Financial Advisor,"Marcum Wealth, LLC",david.rome@marcumwealth.com,,Salesforce
9632268,,Siddarriss Swann,,,resume1113@gmail.com,,List import
10971839,Inactive Investor,Kristie Jackson,Managing Director,"Principal Securities, Inc. Fort Mill SC Private Residence",,,Salesforce
11122197,Inactive Investor,Shachee Gandhi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10859623,Inactive Investor,Frederick Polatty,,"Centaurus Financial, Inc. Conway SC 1800 Husted Rd",fpolatty@cfiemail.com,,Salesforce
10853075,Inactive Investor,David Webb,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
11047970,Inactive Investor,Erin Laffrenzen,Chief Compliance Officer;Senior Vice President,"Cambiar Investors, LLC",elaffrenzen@cambiar.com,,Salesforce
10659631,,Thomas Kossman,,,tkossman@williamblair.com,,List Import
10616985,,Dennis Lipoff,,,dennislipoff@afpadvisor.com,,List Import
10996295,Inactive Investor,Casey Christianson,Financial Advisor,Savant Wealth Management,cchristianson@savantwealth.com,,Salesforce
10957074,Inactive Investor,Carlos Hernandez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vallejo CA 3445 Sonoma Blvd",,,Salesforce
10965288,Inactive Investor,Patrick Martin,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,patrick.martin@jpmorgan.com,,Salesforce
9614869,,Travis King,,,tking@odlumbrown.com,,List import
122232,,Jimmy Robertson,,United States,jimmy.d.robertson@gmail.com,,
11061163,Inactive Investor,Kristy Nicol,Financial Advisor,LPL Financial LLC Naples FL 8635 Collier Blvd,kristy.kemnic@lpl.com,,Salesforce
11234255,Inactive Investor,Jadern Frias,,"Citizens Securities, Inc.",,,Salesforce
10990864,Inactive Investor,Nathaniel Hudson,Financial Advisor,"OneAmerica Securities, Inc. Tallahassee FL 1560 Capital Cir NW",,,Salesforce
10643912,,Thomas Schmitz,,,thomas.j.schmitz@ubs.com,,List Import
10510868,,Robert Schechter,Founder/Owner,EdgarAgents,rschechter@edgaragents.com,,List Import
11094298,Inactive Investor,Jonathon Mcfall,,"Cadaret, Grant & Co., Inc. West Des Moines IA 1122 Grand Ave",,,Salesforce
9550634,,Gene Maszy,,,gene.maszy@suntrust.com,,List import
10836985,Inactive Investor,Steven Williams,Managing Director;Wealth Management Advisor,"Raymond James & Associates, Inc. Salt Lake City UT 95 S State St",steven.g.williams@raymondjames.com,,Salesforce
11238181,Inactive Investor,Adeline Soh,,BlackRock,adeline.soh@blackrock.com,,Salesforce
11020363,Inactive Investor,Maxwell Goldman,,Jefferies LLC,mgoldman@jefferies.com,,Salesforce
9582340,,Mordecai Schaja,,,mschaja@riverparkllc.com,,List import
11170199,Inactive Investor,Gareth Livesay,Associate,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,gareth.livesay@morganstanley.com,,Salesforce
10948201,Inactive Investor,Christopher Williams,Chief Compliance Officer,Applied Capital LLC,chris.williams@appliedcapital.com,,Salesforce
10812155,Inactive Investor,Todd Turcotte,,LPL Financial LLC Cedar Falls IA 302 W 4th St,todd.turcotte@lpl.com,,Salesforce
9610464,,Matt Rupert,,,mattyro18@gmail.com,,List import
10942259,Inactive Investor,Carol Joyce,Investment Advisory Manager,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10792635,Inactive Investor,William Creesy,,Commonwealth Financial Network Braintree MA 50 Braintree Hill Park,wcreesy@commonwealth.com,,Salesforce
11161312,Inactive Investor,Eric Woo,Associate;Associate Vice President;Senior Business Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",eric.woo@rbc.com,,Salesforce
10937165,Inactive Investor,William Greer,Financial Services Representative;Managing Director,"MML Investors Services, LLC Oklahoma City OK 6305 Waterford Blvd",bgreer@financialguide.com,,Salesforce
10921877,Inactive Investor,Jason Stock,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Stronghold Capital Partners LLC,,,Salesforce
9581704,,Patrick Gall,,,pgall@ft.newyorklife.com,,List import
11176658,Inactive Investor,Matthew Lohrius,Managing Member,Ritholtz Wealth Management,matt@ritholtzwealth.com,,Salesforce
10927202,Inactive Investor,James Priest,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9586926,,Michael Fisch,,,mfisch@american-securities.com,,List import
10944217,Inactive Investor,Michele Delco,Chief Compliance Officer;President;Shareholder,Hachiko Financial USA Corp. Miami FL 2 S Biscayne Blvd,,,Salesforce
10900245,Inactive Investor,Bradley Borriello,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
10756981,Inactive Investor,Dana Sorensen,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,dana.sorensen@ubs.com,,Salesforce
10838340,Inactive Investor,Francois Sicart,Chairman;Founding Partner,"Sicart Associates, LLC",,,Salesforce
11195046,Inactive Investor,Lee Hoffman,Global Institutional Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",lee_hoffman@ml.com,,Salesforce
11174977,Inactive Investor,Cathy Pinard,,"Cambridge Investment Research, Inc. Vernon Rockville CT 7 Keynote Dr",,,Salesforce
372385,,Michael Mack,,United States,djmikemack@gmail.com,,Salesforce
3891789,,David Robbins,,,d.robbins6877@yahoo.com,,Web Form Fillout
9576476,,Ala Shaqra,,,alashagra@gmail.com,,List import
11204700,Inactive Investor,Verlin Heiman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",kim_heiman@ml.com,,Salesforce
11165028,Inactive Investor,Reed Anderson,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 9360 Clairemont Mesa Blvd",reed.anderson@wellsfargo.com,,Salesforce
11044271,Inactive Investor,Gary Haack,Financial Advisor,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",gary.haack@rbc.com,,Salesforce
11157298,Inactive Investor,Alex Reingold,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,alex.reingold@jpmorgan.com,,Salesforce
11086984,Inactive Investor,Todd Heidelberger,,Thrivent Investment Management Inc. Winchester VA 1832 W Plaza Dr,todd.heidelberger@thrivent.com,,Salesforce
11076110,Inactive Investor,Micah Kimble,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9623387,,fang ng,,,wzhu3@msn.com,,List import
11038585,Inactive Investor,Veronica Vasquez,,"Wells Fargo Clearing Services, LLC Kingwood TX 4510 Kingwood Dr",veronica.aguirre@wellsfargo.com,,Salesforce
10777694,Inactive Investor,Craig Greenberg,Financial Advisor;Senior Vice President,Morgan Stanley,craig.greenberg@morganstanley.com,,Salesforce
11128901,Inactive Investor,Nicholas Groman,,"Avantax Investment Services, Inc. Cincinnati OH 901 Adams Xing",,,Salesforce
11066528,Inactive Investor,Josiah Shedd,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10972514,Inactive Investor,Malgorzata Elashmawy,Senior Financial Advisor,"WMS Partners, LLC",gelashmawy@wms-partners.com,,Salesforce
10992600,Inactive Investor,Ryan Deppas,Financial Advisor,Lincoln Investment Lakewood NY 110 Mall Blvd,rdeppas@lincolninvestment.com,,Salesforce
11099401,Inactive Investor,Arlene McDonald,Authorized Officer;Senior Client Service Associate,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,arlene.mcdonald@ubs.com,,Salesforce
11077781,Inactive Investor,Brian Leiser,,"Raymond James Financial Services, Inc. Riverhead NY 209 W Main St",brian.leiser@raymondjames.com,,Salesforce
9588471,,Byron White,,,byron.white@aqsllc.com,,List import
9606547,,richard dacheux,,,richard.dacheux@gmail.com,,List import
10620827,,Jessica Tindle,,,jestindle83@gmail.com,,Web Form Fillout
9574629,,David Loeser,,,david.loeser@pnc.com,,List import
11007504,Inactive Investor,Jennifer Park,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jpark@primerica.com,,Salesforce
11058682,Inactive Investor,Mark Liguori,,"Raymond James Financial Services, Inc. Towson MD 8601 La Salle Rd",mark.liguori@raymondjames.com,,Salesforce
9599440,,Richard Paessler,,,rpaessler@fsgim.com,,List import
10897852,Inactive Investor,Sammy Salas-Salinas,Senior Client Relationship Manager;Vice President,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,ssalassalinas@rockco.com,,Salesforce
11040432,Inactive Investor,Patricia Rothkopf,Senior Client Service Associate,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",patricia.rothkopf@raymondjames.com,,Salesforce
342424,,Christopher Kim,Director,"Gf Capital Asset Advisors, Llc",ckim@gfcap.com,212-433-1234,Manual List Upload
10822139,Inactive Investor,Aymara Salazar,Business Development Associate;Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,aymara.salazar@morganstanley.com,,Salesforce
10895008,Inactive Investor,Mark Opp,Financial Advisor,LPL Financial LLC Alexandria MN 510 22nd Ave E,mark.opp@lpl.com,,Salesforce
10907093,Inactive Investor,Carmen Trivisonno,,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",carmen.trivisonno@equitable.com,,Salesforce
10946468,Inactive Investor,Henry Tran,Compliance Officer,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,henry.tran@jpmorgan.com,,Salesforce
49529,,Jennifer Warner,,Thrivent Investment Management Inc.,jennifer.warner@thrivent.com,920-628-5828,
10884283,Inactive Investor,David Brandman,Chief Compliance Officer;Chief Executive Officer;President,Lotus Investment Advisors,,,Salesforce
1001251,Inactive Investor,Dan Khomenko,,Platinum,d@listing.fund,,3rd Party Lead Gen
11011362,Inactive Investor,Todd Werling,,"Osaic Wealth, Inc. Fairfield NJ 124 Little Falls Rd",,,Salesforce
10784131,Inactive Investor,Silvia Basilotta,Senior Managing Director,Joseph Grace,sbasilotta@josephgrace.com,,Salesforce
9558032,,Abdoul Nacro,,,fileratou@gmail.com,,List import
10819397,Inactive Investor,Christopher Vosmeier,,"Raymond James Financial Services, Inc. Fort Wayne IN 6329 Constitution Dr",,,Salesforce
10825934,Inactive Investor,Kevin Dibiaso,,"Raymond James Financial Services, Inc. Doylestown PA 875 N Easton Rd",kevin.dibiaso@raymondjames.com,,Salesforce
11112711,Inactive Investor,Jack Cima,,Cetera Advisor Networks LLC Escondido CA 1606 Summit Ln,,,Salesforce
11089330,Inactive Investor,Clinton Faust,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 10405 6th Ave N",clinton.j.faust@ampf.com,,Salesforce
10614622,,Luigi Muccitelli,Financial Advisor,,luigi.muccitelli@raymondjames.com,,List Import
10940493,Inactive Investor,Jose Monterroso,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
10920547,Inactive Investor,Robert Bove,,"Strategic Investment Solutions, Inc. Avon OH 36901 American Way",rbove@sisfp.com,,Salesforce
338540,,John Staikos,"Managing Director, General Counsel & Secretary","Ls Power Equity Advisors, Llc",jstaikos@lspower.com,212-615-3456,Manual List Upload
10804012,Inactive Investor,Adam Wheeler,,NYLIFE Securities LLC Fort Smith AR 2120 S Waldron Rd,alwheeler@ft.newyorklife.com,,Salesforce
8116426,,Bright Phiri,,,phiribright235@gmail.com,,Web form fillout
10952824,Inactive Investor,Ashanti Graham,,J.P. Morgan Securities LLC New York NY 260 Columbus Ave,ashanti.graham@chase.com,,Salesforce
10884346,Inactive Investor,Barry Logan,Senior Wealth Manager,HoganTaylor Wealth Oklahoma City OK 11600 Broadway Ext,,,Salesforce
10966094,Inactive Investor,Lawrence Melcer,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Ein Sof Advisors, LLC",,,Salesforce
11052602,Inactive Investor,Rebecca Abel,,"The Strategic Financial Alliance, Inc. Farmington MI 31731 Northwestern Hwy",rabel@thesfa.net,,Salesforce
10696435,,Jennifer Brittingham,,PLANMEMBER SECURITIES CORP,jbrittingham@planmember.com,,List Import
11104051,Inactive Investor,Cynthia Westervelt,,Morgan Stanley Augusta GA 1 10th St,,,Salesforce
11156759,Inactive Investor,Trudy Blanton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",trudy.blanton@tiaa.org,,Salesforce
10616801,,Edward Dollinger,,,edward.dollinger@edwardjones.com,,List Import
11160109,Inactive Investor,Ruth Gonzalez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",ruth_gonzalez@ml.com,,Salesforce
11066510,Inactive Investor,Maxwell Wafer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10981795,Inactive Investor,John Polanco-Parra,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,jpolanco@ft.newyorklife.com,,Salesforce
336452,,Reid Funston,Managing Partner & CCO,"Reicon Wealth Advisors, Llc",rfunston@reiconwealth.com,404-328-2120,Manual List Upload
10774871,Inactive Investor,Michael Cush,Associate Vice President;Financial Advisor,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,michael.cush@morganstanley.com,,Salesforce
9584070,,Judith Balloff,,,jballoff@ft.newyorklife.com,,List import
10794081,Inactive Investor,Anthony Smith,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,sl742@primerica.com,,Salesforce
10951645,Inactive Investor,Bonephas Buyungo,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
226057,, -,,[[Unknown]],comprebarato19@gmail.com,,Initial Salesforce Import
243180,,Justin Wilkinson,Business Development Manager,AdvisorEngine,jwilkinson@advisorengine.com,19842382142,Manual List Upload
11050653,Inactive Investor,Rafael Alvarez,,Bolton Global Capital Miami FL 1441 Brickell Ave,ralvarez@boltonglobal.com,,Salesforce
10779009,Inactive Investor,Rosalia Camarda,Senior Registered Associate,Morgan Stanley Coral Springs FL 2825 N University Dr,rosalia.layne@morganstanley.com,,Salesforce
9545159,,Maureen Flanagan,,,mflanagan@firstrepublic.com,,List import
9562810,,Richard Thomas,,,rctii@icloud.com,,List import
10922990,Inactive Investor,Carly Murphy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",carly.murphy@schwab.com,,Salesforce
10661737,,Andrew Gunderman,,,andrew@coherence.finance,,List Import
11118306,Inactive Investor,Scott Hall,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,scott.hall@primerica.com,,Salesforce
11048422,Inactive Investor,Todd Tourgee,,Cetera Advisors LLC,todd.tourgee@ceteraadvisors.com,,Salesforce
9611835,,William Bushey,,,bill.bushey@troweprice.com,,List import
10764984,Inactive Investor,Steven Bredahl,Financial Advisor;Financial Planning Specialist,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,steven.bredahl@morganstanley.com,,Salesforce
11027364,Inactive Investor,Douglas Clermont,,"The Leaders Group, Inc.",,,Salesforce
11003457,Inactive Investor,Diane Taylor,,Key Investment Services LLC Ypsilanti MI 2225 Washtenaw Rd,diane.taylor@key.com,,Salesforce
10836059,Inactive Investor,Leanna Canup,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington WV 1117 3rd Ave",lee.canup@ml.com,,Salesforce
9581283,,Romuald Przybylak,,,przybylak@sbcglobal.net,,List import
10921616,Inactive Investor,David Schram,Chief Compliance Officer;Managing Member,Elements 5 Investment Management,david@elements5.us,,Salesforce
10797370,Inactive Investor,Jason Adams,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Vienna VA 8065 Leesburg Pike,jason.adams@ubs.com,,Salesforce
9554822,,Stephen Peloquin,,,stephen.peloquin@53.com,,List import
9643004,,Lionelw Wong,,,lionelwwl@gmail.com,,List import
338978,,Wouter Moerel,Director,Alpinvest Partners B.v.,wouter.moerel@alpinvest.com,312-054-07575,Manual List Upload
10662005,,John Mayer,,,johnmayer@investcapitalllc.com,,List Import
10853859,Inactive Investor,Peter Swan,Portfolio Manager;Senior Research Analyst,"Managed Asset Portfolios, LLC",peter@map-email.com,,Salesforce
10939759,Inactive Investor,Nicholas Barnes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9546742,,Therese Owen,,,tdo@ntrs.com,,List import
10813151,Inactive Investor,Patrick Heffner,,"Empower Financial Services, Inc Malvern PA Private Residence",patrick.heffner@gwrs.com,,Salesforce
9548418,,David Freudenberg,,,davef@buildbeyond.com,,List import
11099986,Inactive Investor,Albert Daniels,Chief Compliance Officer;Managing General Agent;Managing Member,"Coho Advisory Services, LLC",mike.daniels@cohofinancialgroup.com,,Salesforce
9598487,,Yan Chen,,,ychen@forwardmgmt.com,,List import
9598098,,Peter Karadimas,"Managing Director, Senior Wealth Advisor",,pkaradimas@gylfinsyn.com,,List import
10488967,,Mary Pepkin,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",mary.pepkin@ampf.com,214-445-0632,List Import
335903,,Dov Gertzulin,Managing Member,"Dg Capital Management, Llc",dgertzulin@dgcapitalmgmt.com,646-942-5700,Manual List Upload
97052,,JC Hsu,,Personal,junchih.hsu@gmail.com,6591683827,
10844358,Inactive Investor,Michael Schulman,Chief Investment Officer;Partner,Running Point Capital Advisors LLC,,,Salesforce
11063242,Inactive Investor,Patrick Dowden,Financial Advisor,"Raymond James & Associates, Inc. Garden City NY 1461 Franklin Ave",patrick.dowden@raymondjames.com,,Salesforce
10619220,,Joo Boe,,,joo.boe@morganstanley.com,,List Import
10827742,Inactive Investor,Denise Treat,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",denise.treat@raymondjames.com,,Salesforce
10883960,Inactive Investor,Pamela Hepburn,,"Truist Investment Services, Inc. Boyertown PA 1 W Philadelphia Ave",pamela.hepburn@truist.com,,Salesforce
10901901,Inactive Investor,Anthony Erenyi,,LPL Financial LLC Laguna Niguel CA 29231 Kestrel Ln,anthony.erenyi@lpl.com,,Salesforce
1001179,Inactive Investor,Jamshed Engineer,,Axonic Capital,jamshed_e@yahoo.com,,3rd Party Lead Gen
10760115,Inactive Investor,Jeffrey Profera,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO Private Residence",jprofera2@tiaa.org,,Salesforce
11123583,Inactive Investor,Bryce Christopher,Senior Investment Professional,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,bryce.christopher@jpmorgan.com,,Salesforce
11173232,Inactive Investor,Nancy Werner,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10905116,Inactive Investor,Kyle Nakano,Financial Advisor,"Ameriprise Financial Services, LLC Pasadena CA 242 S de Lacey Ave",kyle.nakano@ampf.com,,Salesforce
5946900,,Lois Lackey,,,nehij36312@dentaltz.com,,Web Form Fillout
10964745,Inactive Investor,Todd Jacobson,,"American Fidelity Securities, Inc.",todd.jacobson@americanfidelity.com,,Salesforce
11180365,Inactive Investor,Michael Caslin,Financial Advisor,Edward Jones Leominster MA 448 Lancaster St,michael.caslin@edwardjones.com,,Salesforce
10842395,Inactive Investor,Kim Demetriou,Client Associate,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,d_kim@ubs.com,,Salesforce
10867825,Inactive Investor,Edward Raffoni,,"Raymond James & Associates, Inc. Providence RI 100 Westminster St",edward.raffoni@raymondjames.com,,Salesforce
10940700,Inactive Investor,Aaron Cross,,LPL Financial LLC Milwaukee WI 790 N Water St,aaron.cross@lpl.com,,Salesforce
11039481,Inactive Investor,Lynsie Michael,,"W&S Brokerage Services, Inc. Jacksonville FL 10151 Deerwood Park Blvd",,,Salesforce
10768158,Inactive Investor,Charles Bennett,Regional Vice President,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,charles.bennett@primerica.com,,Salesforce
11030929,Inactive Investor,Ricardo Olavarria,,J.P. Morgan Securities LLC Milwaukee WI 1337 S Cesar E Chavez Dr,ricardo.olavarria@jpmorgan.com,,Salesforce
10930612,Inactive Investor,Bernadette Herzog,,Cetera Advisor Networks LLC North Mankato MN 1455 Lookout Dr,,,Salesforce
9556545,,RASOLOARIJAO Antsa Sarobidy,,,antsarasarobidy@gmail.com,,List import
9636471,,Edwin Young,,,myoung@mangroveequity.com,,List import
2029275,,John Adams,,Adams Financial,jadams@adamsfp.com,,
9605291,,Steven DeFrancisis,,,steven.defrancisis@bnymellon.com,,List import
10812240,Inactive Investor,Adam Reinert,Chief Investment Officer;Chief Operations Officer,"The Marshall Financial Group, Inc",areinert@marshallfinancial.com,,Salesforce
11222617,,Howard Golden,,,hjg@southpawasset.com,,List Import
145814,,Riad Chowdhury,,[Unknown],riad.chowdhury@gmail.com,,Organic Search
11080317,Inactive Investor,Nicole Forbes,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,nicole.forbes@primerica.com,,Salesforce
11031080,Inactive Investor,Eileen Furukawa,,Neuberger Berman BD LLC,eileen.furukawa@nb.com,,Salesforce
11237098,Inactive Investor,Anthony Goring,Investment Analyst;Investment Associate,Vance Wealth,anthony.goring@vancewealth.com,,Salesforce
10932924,Inactive Investor,Daniel Price,Financial Consultant,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,blake.price@lpl.com,,Salesforce
41226,,Carey Rolls,,"Principal Securities, Inc.",rolls.blake@principal.com,682-233-7009,
10800362,Inactive Investor,Lori Abbazia,,"Raymond James Financial Services, Inc.",lori.abbazia@raymondjames.com,,Salesforce
80868,,Cregory Storer,"Director, Financial Consultant, Team Leader",Fidelity Personal and Workplace Advisors,cregory.storer@fmr.com,,
11033431,Inactive Investor,Thatcher Rodriguez,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,,,Salesforce
11165255,Inactive Investor,Jeff Whyte,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jeff.whyte@fmr.com,,Salesforce
9562669,,Bradley Calder,,,bradley.calder@gmail.com,,List import
10781931,Inactive Investor,Eric Dewees,,Vanguard Marketing Corporation,eric_dewees@vanguard.com,,Salesforce
10913056,Inactive Investor,Joshua Nyce,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",joshua.nyce@ml.com,,Salesforce
11238950,Inactive Investor,sebastiaan visser,,Blue carbon solutions,sebastiaanvisss@gmail.com,,Salesforce
11195203,Inactive Investor,Derek Isaacs,,"Independence Capital Co., Inc. Longwood FL 264 Churchill Dr",,,Salesforce
11139621,Inactive Investor,Shawn Weber,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",shawn.weber@bankerslife.com,,Salesforce
8480778,,Cameron Fleming,,TD Ameritrade,cameron.fleming@schwab.com,(314) 971-5331,List Import
9554013,,Silvio De Angelis,,,silvio.deangelis@monte.com,,List import
336856,,Scott Long,Chairman Of The Board,"Sgl Investment Advisors, Inc.",slong@sglong.com,406-721-0999,Manual List Upload
10866992,Inactive Investor,Lynette Krohn,,"M&T Securities, Inc. Buffalo NY 285 Delaware Ave",,,Salesforce
11011421,Inactive Investor,Adam Youngman,,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,,,Salesforce
10987713,Inactive Investor,Victoria Delaune,,PFS Investments Inc. Houston TX 11767 Katy Fwy,vdelaune@primerica.com,,Salesforce
11143901,Inactive Investor,Joshua Azar,,Oppenheimer & Co. Inc. Boston MA 255 State St,joshua.azar@opco.com,,Salesforce
10818633,Inactive Investor,Dillon Freer,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9552595,,Raj Patel,,,rajpatel80@gmail.com,,List import
10847243,Inactive Investor,John Flounders,Co-Founder;Managing Member;Partner,"Roseline Capitol Advisors, LLC",jflounders@theroselinegroup.com,,Salesforce
11173023,Inactive Investor,Chloe Duanshi,,Rockefeller Financial LLC,duanshic@rockco.com,,Salesforce
9610463,,Richard Peters,,,pppcars@gmail.com,,List import
9560726,,Jeffrey Erb,,,jeff.erb@prudential.com,,List import
11233530,Inactive Investor,Antonio Gonzalez,Financial Advisor,LPL Financial LLC Coldwater OH 120 Hillcrest Dr,a.gonzalez@lpl.com,,Salesforce
10984914,Inactive Investor,Kristen Nunes,Associate Advisor;Client Relationship Manager;Operations;Wealth Manager,"Pallas Capital Advisors, LLC Johnston RI Private Residence",kristen@pallascapitaladvisors.com,,Salesforce
9646026,,Ken Larsen,,,kelchfc@aol.com,,List import
345139,,Joseph Bert,Chairman,Certified Advisory Corp,joe@financialgroup.com,407-869-9800,Manual List Upload
240785,,Cody April,,[Unknown],april.cody@msci.com,,Event
11109780,Inactive Investor,Renee Senes,,LPL Financial LLC Concord MA Private Residence,renee.senes@lpl.com,,Salesforce
10602679,,Kim Skare,,,marketinfo@token-lab.io,,Web Form Fillout
333637,,Patrick Moore,,Mercer Global Advisors Inc.,pmoore@merceradvisors.com,,
11086235,Inactive Investor,Christopher Panella,,J.P. Morgan Securities LLC Boynton Beach FL 4740 N Congress Ave,,,Salesforce
10767434,Inactive Investor,Rachel Tomasek,Assistant Vice President;Senior Compliance Examiner,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",rachel.tomasek@wellsfargoadvisors.com,,Salesforce
10813448,Inactive Investor,Staci Glover,,PFS Investments Inc. Cumming GA 327 Dahlonega St,staci.strickland@primerica.com,,Salesforce
9557007,,Anitha Parlapalli,,,aparlapalli09@gmail.com,,List import
10988606,Inactive Investor,Alec Sessing,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
10489353,,Patrick Evans,"Financial Advisor, Senior Portfolio Manager, Senior Vice President, Senior Vice President - Wealth Management, Wealth Advisor",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,patrick.evans@ubs.com,469-440-0334,List Import
10941998,Inactive Investor,Daniel Raeber,,Cetera Advisors LLC Kansas City MO 3200 NE 83rd St,,,Salesforce
11182174,Inactive Investor,Christian Graff,Senior Wealth Strategy Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,christian.graff@ubs.com,,Salesforce
9641162,,Dagoberto Cedillos,,,dagocedillos@outlook.com,,List import
10978190,Inactive Investor,Alexandra Klaes,,Thrivent Investment Management Inc. Germantown WI N96W17695 Riversbend Cir W,alex.klaes@thrivent.com,,Salesforce
9415688,,Salomon Fadel,,Grayscale Client,salomonjacobo29@gmail.com,,Organic Search
10799589,Inactive Investor,Edward Hynes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",edward.hynes@ml.com,,Salesforce
10784245,Inactive Investor,Christopher Delaney,,"Wells Fargo Clearing Services, LLC New York NY 2039 Broadway",christopher.delaney@wellsfargo.com,,Salesforce
6277693,,Drowny camesa,,,goviwe2516@ibansko.com,,Web Form Fillout
9585684,,Taquisha Simpkins,,,simpkinstaquisha056@gmail.com,,List import
11162151,Inactive Investor,Lyman Wray,,Stephens Atlanta GA 3344 Peachtree Rd NE,lwray@stephens.com,,Salesforce
11130769,Inactive Investor,Emmelline Perez,,J.P. Morgan Securities LLC Miami FL 18415 S Dixie Hwy,emmelline.perez@jpmorgan.com,,Salesforce
9555490,,Edward Smelich,,,e.smelich@transamerica.com,,
11021817,Inactive Investor,Tiffany Kowieski,Assistant Vice President;Financial Analyst,Robert W. Baird & Co. Incorporated,tkowieski@rwbaird.com,,Salesforce
109135,,NOGUEIRA ANTHONY,,QUALITY GENERATION LLC,qualitygenerationllc@gmail.com,(064) 916-5698,
10839360,Inactive Investor,Grace Huang,,State Farm VP Management Corp. Lansdale PA 133 E Main St,grace.s.huang.mdfb@statefarm.com,,Salesforce
112140,,Guy Malone,,Lunar Digital Assets,guy@lunardigitalassets.io,(615) 516-8418,
9583337,,Michael Sonnenshein,,,michael@grayscale.com,,List import
11103781,Inactive Investor,Joseph Mazzucco,Wealth Advisor,LPL Financial LLC Purchase NY 3010 Westchester Ave,joe.mazzucco@lpl.com,,Salesforce
10895858,Inactive Investor,Robert Walker,,"Grove Point Investments, LLC Alcoa TN Private Residence",,,Salesforce
10939020,Inactive Investor,Thomas Cusick,Member;Partner,The Kelly Group,tcusick@kellygrouponline.com,,Salesforce
10661490,,David Rubin,,,drubin@svoco.com,,List Import
10796323,Inactive Investor,Gray Camp,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",gray_camp@ml.com,,Salesforce
11019097,Inactive Investor,Emily Palmer,,J.P. Morgan Securities LLC The Villages FL 2435 Burnsed Blvd,emily.palmer@jpmorgan.com,,Salesforce
9613472,,Reeves Tirao,,,rtirao89@gmail.com,,List import
11126608,Inactive Investor,Tim Brawner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10970977,Inactive Investor,Ryan Hickey,Advisor;Vice President,"Raymond James & Associates, Inc.",,,Salesforce
9615203,,John Smith,,,sdvlmv55221@icloud.com,,List import
10656880,,Atanas Valkanov,,,atanas.valkanov@chase.com,,List Import
11103539,Inactive Investor,Robert Ochoa,Financial Advisor,"Trilogy Capital, Inc.",robert.ochoa@trilogyfs.com,,Salesforce
9639777,,Karen Cobb,,,karen.cobb@swansea.gov.uk,,List import
11126953,Inactive Investor,Cason Smith,,Park Avenue Securities LLC Gainesville FL 3622 NW 26th St,,,Salesforce
11150956,Inactive Investor,Ryan Lesser,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",ryan.lesser@nm.com,,Salesforce
11168867,Inactive Investor,June Matthysse,Assistant Vice President;Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 250 Pearl St NW",june.matthysse@stifel.com,,Salesforce
9546116,,William Angelotti,,,william.angelotti@uboc.com,,List import
11083410,Inactive Investor,Ronald Lipka,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",ronald.lipka@nm.com,,Salesforce
11199869,Inactive Investor,Jeffrey Biernat,Chief Executive Officer;Founder,"Gwynedd Wealth Partners, LLC",jeff@gwyneddwealthpartners.com,,Salesforce
11168712,Inactive Investor,Andrew Holt,,"Northwestern Mutual Investment Services, LLC Walnut Creek CA 2121 N California Blvd",,,Salesforce
11157920,Inactive Investor,Barry Lipman,,NYLIFE Securities LLC Hauppauge NY Private Residence,blipman@ft.newyorklife.com,,Salesforce
10766949,Inactive Investor,Ryan Wetzel,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",ryan.wetzel@ml.com,,Salesforce
10961927,Inactive Investor,Morgan Halstead,Client Relationship Manager,"Ameriprise Financial Services, LLC Libertyville IL 1860 W Winchester Rd",morgan.halstead@ampf.com,,Salesforce
10878234,Inactive Investor,James Mcmiller,,"FourStar Wealth Advisors, LLC Hartland WI 386 Manchester Ln",jmcmiller@fourstarwealth.com,,Salesforce
9624012,,Robert Tambil,,,roberttanbil@gmail.com,,List import
9543976,,michael choi,,,djdifj@gmail.com,,List import
9549274,,Dylan Cater,,,dcater@govlane.com,,List import
336740,,James Rasmussen,"Principal, Co-managing Member, Chief Growth Officer",Pandowealth. Llc,jim@oneanddonefinancial.com,678-712-6656,Manual List Upload
374623,,Darin Wilborne,,[Unknown],darin@daremark.com,,Event
11172413,Inactive Investor,Phillip Stewart,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,phillip.stewart@fidelity.com,,Salesforce
10806094,Inactive Investor,Danny Rodriguez,Vice President,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,danny.rodriguez@primerica.com,,Salesforce
10646655,,Kevin Kuntz,,,kevin.kuntz@lpl.com,,List Import
11193487,Inactive Investor,Linda Redding,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,linda.redding@jpmorgan.com,,Salesforce
10871333,Inactive Investor,Spencer Friedman,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,spencer_friedman@glic.com,,Salesforce
10533654,,Darnell Wilburn,,,wulburndarnell@gmail.com,,Web Form Fillout
351589,,Faraz Abbasi,Senior Partner,Centerfield Capital Partners,faraz@centerfieldcapital.com,317-237-2323,Manual List Upload
10826814,Inactive Investor,Simon Wheeldon,Financial Advisor;Senior Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,,,Salesforce
10820053,Inactive Investor,George Chen,Principal,Red Tortoise,george.chen@redtortoisellc.com,,Salesforce
10824611,Inactive Investor,Michael Klein,Chief Risk Officer;Co-Founder;Co-President;Limited Partner;Partner,Aetos Alternatives Management,,,Salesforce
11198958,Inactive Investor,Robert Hope,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Short Hills NJ 830 Morris Tpke",bhope@buckinghamgroup.com,,Salesforce
344657,,Hina Ahmad,"Chief Operating Officer, Board Member, Executive Committee Member","Capital Dynamics, Inc.",hahmad@capdyn.com,212-798-3400,Manual List Upload
10473171,,William Morgan,,,bbbmorg@yahoo.com,,Web Form Fillout
104507,,Juan Francisco Aza,Production Manager,Aza Graphic Peru,jf@aza.pe,,
10869070,Inactive Investor,Patricia Arrington Thomas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9637804,,Leah Moore,,,lmoore@corbincapital.com,,List import
10939636,Inactive Investor,Michael Guarracino,Chief Compliance Officer;Managing Member,"MG Financial Management, LLC",,,Salesforce
10911155,Inactive Investor,Wanting Hu,,Citigroup Global Markets Inc.,,,Salesforce
10791207,Inactive Investor,Kevin MacIntrye,,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",kevin.macintyre@rbc.com,,Salesforce
11148432,Inactive Investor,Jordan Kelch,Financial Advisor,"Midwestern Securities Trading Company, LLC Toulon IL 102 W Main St",jkelch@midwesternsecurities.com,,Salesforce
10855960,Inactive Investor,Ayn Carlson,Owner;Research Assistant,"NavPoint Financial, Inc.",acarlson@navpoint-financial.com,,Salesforce
10787223,Inactive Investor,Trey Higgins,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,trey.higgins@fidelity.com,,Salesforce
10616336,,Francis Harmon,,,frank.harmon@ml.com,,List Import
10950751,Inactive Investor,Sarah Kendall,Financial Advisor,Edward Jones Canton GA 461 E Main St,sarah.kendall@edwardjones.com,,Salesforce
11086539,Inactive Investor,Kevin Smith,Financial Advisor,Edward Jones Beaver Dam WI 301 S Roosevelt Dr,kevin.j.smith@edwardjones.com,,Salesforce
10880933,Inactive Investor,Cynthia Storm Fischer,,"Osaic Wealth, Inc. Brookfield WI 16655 W Wisconsin Ave",,,Salesforce
11072405,Inactive Investor,Tyler Sopko,,"U.S. Bancorp Investments, Inc. Cleveland OH 5154 Wilson Mills Rd",,,Salesforce
10911881,Inactive Investor,Joseph Parker,Institutional Advisor,"Carolina Wealth Management, Inc.",,,Salesforce
9552087,,Patrick Kennedy,,,pkennedy@h2cp.com,,List import
10843318,Inactive Investor,Cheryl Ranney,Financial Advisor,Edward Jones Enfield CT 137 Hazard Ave,cheryl.ranney@edwardjones.com,,Salesforce
10784352,Inactive Investor,Duke Susilasate,,Morgan Stanley Los Angeles CA 444 S Flower St,duke.susilasate@morganstanley.com,,Salesforce
4168118,,Rahim Güngör,,,rahimgungor1905@gmail.com,,Web Form Fillout
370814,,Neal Osborne,,United Kingdom,nealosborne@live.co.uk,,Salesforce
10924887,Inactive Investor,Jeffrey Witmer,,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",jwitmer@financialguide.com,,Salesforce
350010,,Mark Schrader,,"National Asset Management, Inc.",mschrader@nationalsecurities.com,631-881-0750,
10785763,Inactive Investor,Juan Katz,Managing Director,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,juan.katz@citi.com,,Salesforce
11050286,Inactive Investor,Darren Colananni,Partner;Wealth Management Advisor,Centurion Wealth Management,dcolananni@centurionwealth.com,,Salesforce
9616153,,Mohsen Jalili,,,mohsenjld@gmail.com,,List import
10941840,Inactive Investor,John Dondero,,"Cambridge Investment Research, Inc. Jacksonville FL 14797 Philips Hwy",,,Salesforce
10837962,Inactive Investor,Steve Nguyen,Financial Advisor,Commonwealth Financial Network Moorestown NJ 53 E Main St,snguyen@commonwealth.com,,Salesforce
10852749,Inactive Investor,Stephen Gary,Client Service Associate;Wealth Management Analyst,Morgan Stanley San Antonio TX 7600 Broadway,stephen.gary@msgraystone.com,,Salesforce
83192,,John Demontel,Financial Advisor,"Principal Securities, Inc.",demontel.john@principal.com,361-356-6345,
215745,,Katie Ylijoki,Research Analyst,"Templeton Investment Counsel, L.L.C.",katie.ylijoki@franklintempleton.com,1-954-847-2588,
11221881,,Richard Griffard,,,rgriffard@saxonysecurities.com,,List Import
11045223,Inactive Investor,Sung Hoon Pyon,Financial Consultant,Thrivent Investment Management Inc.,,,Salesforce
10862128,Inactive Investor,Jeremy Wright,,Morgan Stanley San Francisco CA 221 Main St,jeremy.wright@morganstanley.com,,Salesforce
9546298,,Nasser Ahmad,,,nasser.ahmad@securitiesamerica.com,,List import
11033815,Inactive Investor,Kristi Armstead,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kristi_armstead@vanguard.com,,Salesforce
11010341,Inactive Investor,David Desimone,,"Hazard & Siegel, Inc.",ddesimone@hazardsiegel.com,,Salesforce
11047066,Inactive Investor,Casey Truman,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",casey.truman@ml.com,,Salesforce
10989361,Inactive Investor,Ramona Delarosa,,Cetera Advisors LLC San Diego CA 655 W Broadway,,,Salesforce
10769111,Inactive Investor,Garfield Durham,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10657634,,Andrew Zarate,,,andrew.zarate@chase.com,,List Import
10759575,Inactive Investor,Gregory Onken,Managing Director;Portfolio Manager;Wealth Partner,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,gregory.s.onken@jpmorgan.com,,Salesforce
10883781,Inactive Investor,Deborah Hopkins,Senior Financial Advisor,"Kovitz Investment Group Partners, LLC",dhopkins@kovitz.com,,Salesforce
9633438,,Mohammed Salha,,,mohammed@gmsatrading.com,,List import
11102413,Inactive Investor,Jaime Godoy,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10982512,Inactive Investor,Vanessa Polcari,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
10755320,Inactive Investor,William Boyle,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",william.m.boyle@nm.com,,Salesforce
10612285,,Thomas Dagger,"Director - Investments, Financial Advisor",,thomas.dagger@opco.com,,List Import
10489633,,Thomas Harris,,Fisher Investments,mharris8301@gmail.com,,List Import
245948,,Not Provided,PhD Student,George Washington University,gabe_royal@email.gwu.edu,,Manual List Upload
9645838,,Marc Backon,,,marc.backon@gmail.com,,List import
11095647,Inactive Investor,Susan Spraker,Founder,"Spraker West Wealth Management, Inc",susan@sprakerwest.com,,Salesforce
10812526,Inactive Investor,Tondeleo Day,Financial Advisor,Edward Jones Loganville GA 4270 Atlanta Hwy,tondeleo.day@edwardjones.com,,Salesforce
11165126,Inactive Investor,Ford Nolan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",ford.nolan@ml.com,,Salesforce
9638060,,Mario Pfiffner,,,mario.pfiffner@invest-partners.ch,,List import
10759740,Inactive Investor,Kathy Walsh,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",kathy_walsh@ml.com,,Salesforce
10477148,,Kevin Peng,,,kpeng@theblock.co,,Web Form Fillout
9605543,,Sherice jenkins -,,,shericejenkins@icloud.com,,List import
10936602,Inactive Investor,Patricia Diaz,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
343303,,Corentin Vaucel,,Ikea,corentin.vaucel@laposte.net,33611736218,
11151109,Inactive Investor,Brian Ruttle,,LPL Financial LLC Worcester MA 44 Park Ave,brian.ruttle@lpl.com,,Salesforce
10975710,Inactive Investor,David Wu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11026295,Inactive Investor,Margaret Simonds,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10904916,Inactive Investor,Timothy Reeves,,"Fortune Financial Services, Inc. Midlothian IL Private Residence",tdr@fortunefinancialservices.com,,Salesforce
11131776,Inactive Investor,Richard Carmel,Financial Advisor,"MML Investors Services, LLC West Chester OH 8833 Cincinnati Dayton Rd",rcarmel@financialguide.com,,Salesforce
11122946,Inactive Investor,David Falk,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,david.falk@jpmorgan.com,,Salesforce
11221898,,Gretchen McLaughlin,,,gmclaughlin@wealthenhancement.com,,List Import
11235691,Inactive Investor,Kyrie Greathouse,Private Wealth Manager,"Buck Wealth Strategies, LLC Rio Rancho NM 481 Quantum Rd NE",kgreathouse@eabuck.com,,Salesforce
11005325,Inactive Investor,Sanjay Kantharia,,Country Capital Management Company Grayslake IL 70 S US Hwy 45,sanjay.kantharia@countryfinancial.com,,Salesforce
9596019,,Eric White,,,ewhite@p3cm.com,,List import
11168550,Inactive Investor,Hampton Briley,,Fidelity Brokerage Services LLC,,,Salesforce
11005248,Inactive Investor,Gargi Patel,,Standard Chartered Securities North America LLC,gargi.patel@sc.com,,Salesforce
11254838,Inactive Investor,Ryan Zentz,Wealth Advisor,PMG Wealth Management,,,Salesforce
10882639,Inactive Investor,James Hall,,"FBL Marketing Services, LLC Okmulgee OK 610 E 6th St",james.hall@fbfs.com,,Salesforce
9561499,,John Bruggemann,Financial Advisor,,john.bruggemann@advisorscenter.com,,List import
9642692,,Panji irawan,,,panjiirawan0987@gmail.com,,List import
11221780,,Paul Nederveld,,,paul@vaminvest.com,,List Import
10928831,Inactive Investor,Theresa Fragale,Senior Client Service Associate,LPL Financial LLC Union Beach NJ Private Residence,theresa.fragale@lpl.com,,Salesforce
223488,,Yasmina Edwards,Founder,YFE Agency,yasmina@yasminaedwards.com,,
9633663,,Jacob Morgal,,,jakemorgal@gmail.com,,List import
11159388,Inactive Investor,Justin Yum,,Goldman Sachs & Co.,,,Salesforce
9624717,,Kevin Graham,,,kginternational1@gmail.com,,List import
9612045,,Richard Barnes,,,richventure@hotmail.com,,List import
11154136,Inactive Investor,Daniel Kim,Vice President,Citigroup Global Markets Inc. Brooklyn NY 195 Montague St,danny.kim@citi.com,,Salesforce
10850487,Inactive Investor,Marcos Morales,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 9739 Great Hills Trl,marcos.r.morales@jpmorgan.com,,Salesforce
10888540,Inactive Investor,Lucas Ladd,Financial Advisor,Edward Jones Auburn WA 824 E Main St,lucas.ladd@edwardjones.com,,Salesforce
9576563,,Hk Desai,,,hkpatel88@yahoo.com,,List import
11193984,Inactive Investor,Richard Suss,Executive Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,richard.suss@ubs.com,,Salesforce
10753503,Inactive Investor,Daniel Genereaux,Financial Advisor,"Ameriprise Financial Services, LLC Rice Lake WI 23 W Humbird St",,,Salesforce
10954910,Inactive Investor,Hernan Korin,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",hernan.korin@stifel.com,,Salesforce
238857,,adebayopeter812@gmail.com Adebayo,,[Unknown],adebayopeter812@gmail.com,,
10967264,Inactive Investor,Sarah Black,Financial Consultant,"Axiom Financial Strategies Group, LLC",sarah@axiomfsg.com,,Salesforce
10978048,Inactive Investor,Daniel Sutherland,,Edward Jones Zelienople PA 506 S Main St,,,Salesforce
11015003,Inactive Investor,Jeremy Lea,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",jeremy.lea@equitable.com,,Salesforce
11088219,Inactive Investor,Alice Pichler,Associate,LPL Financial LLC Oshkosh WI 2391 Enterprise Dr,alice.pichler@lpl.com,,Salesforce
10810469,Inactive Investor,Joshua Haney,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",josh.haney@wellsfargo.com,,Salesforce
10915702,Inactive Investor,Sarah Klimovitz,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10996793,Inactive Investor,Matthew Pitts,,"First Citizens Investor Services, Inc. Charlotte NC 7837 Pineville Matthews Rd",matthew.pitts@firstcitizens.com,,Salesforce
242103,,Matthew Schechner,Financial Planner,Essential Advisory Services,mschechner@yournational.com,,Event
10968979,Inactive Investor,Isaac Osteen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9557264,,Matthew Pohl,,,matthew.pohl@leumiusa.com,,List import
11255074,Inactive Investor,Michael Baratta,,Fiscal Wisdom Wealth Management LLC Atlanta GA 6190 Powers Ferry Rd,,,Salesforce
10773371,Inactive Investor,Kathleen Nossaman,Financial Advisor,Edward Jones Seguin TX 116 S Moss St,kathy.nossaman@edwardjones.com,,Salesforce
9612038,,Ravi Bassi,,,ravi.bassi88@gmail.com,,List import
8052737,,Guillermo Zedan,,Archdaily SPA,gzedan@gmail.com,56990242650,Web form fillout
10939961,Inactive Investor,Andrew Carlson,,Fidelity Brokerage Services LLC,,,Salesforce
11199490,Inactive Investor,Harry Papp,General Partner;Managing Partner;Portfolio Manager,"L. Roy Papp & Associates, LLP",harry@roypapp.com,,Salesforce
10965483,Inactive Investor,Mary Ortegon,,"J K R & Company, Inc.",,,Salesforce
11006296,Inactive Investor,Jennifer Redman,Financial Advisor,Edward Jones Morro Bay CA 1085 Kennedy Way,jennifer.redman@edwardjones.com,,Salesforce
9593218,,Daniel Rausch,,,daniel.rausch@hansonmcclain.com,,List import
11217465,,Joseph Denardo,,,jdenardo@commonwealth.com,,Other
10954880,Inactive Investor,Tanya Battle,Financial Advisor,LPL Financial LLC Richmond VA 301 S 10th St,tanya.battle@lpl.com,,Salesforce
9586074,,Timothy Merrill,,,tmerrill@starcapinc.com,,List import
11062183,Inactive Investor,Kenneth Ray,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 814 A1A N",kenneth.ray@raymondjames.com,,Salesforce
11104230,Inactive Investor,Corey Franco,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,NobleBridge Wealth Caldwell NJ 46 Beachmont Ter,cfranco@noblebridgewealth.com,,Salesforce
8593283,,Abdulhakim 7kem,,ALONZY,7kem.btc@gmail.com,2678444884,Web Form Fillout
10952330,Inactive Investor,Paula Zulli,,"Farmers Financial Solutions, LLC Dallas TX 8500 N Stemmons Fwy",pmann@farmersagent.com,,Salesforce
11030518,Inactive Investor,Ramiro Carrizales,Regional Leader,PFS Investments Inc. Houston TX 140 Cypress Station Dr,rcarrizales@primerica.com,,Salesforce
9641795,,Marlon Fidalgo Martínez,,,marlonfidalgo67@gmail.com,,List import
11078141,Inactive Investor,Dana Mathews,,Edward Jones Portland OR 111 SW 5th Ave,,,Salesforce
11014963,Inactive Investor,Spencer Titley,,NYLIFE Securities LLC San Francisco CA 425 Market St,,,Salesforce
11022886,Inactive Investor,Monica Wilson,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",monica.wilson@firstcitizens.com,,Salesforce
333893,,Brian White,Chief Financial Officer,Townsend Holdings Llc,bwhite@townsendgroup.com,216-781-9090,Manual List Upload
338077,,Michael Lamotta,Partner-In-Charge,"Wiss Private Client Advisors, Llc",mlamotta@wiss.com,973-577-2872,Manual List Upload
10934804,Inactive Investor,Evan Harris,Financial Professional,"MML Investors Services, LLC San Jose CA 1735 N 1st St",evanbharris@financialguide.com,,Salesforce
11000016,Inactive Investor,Alden Yi,,GWN Securities Inc. Torrance CA 2355 Crenshaw Blvd,ayi@gwnsecurities.com,,Salesforce
9605633,,Ye Aight,,,yeaight@gmail.com,,List import
9543947,,Michael Sullivan,,,msullivan@ghpia.com,,List import
10867555,Inactive Investor,Brian Appel,Senior Vice President;Senior Wealth Advisor,Lido Red Bank NJ 331 Newman Springs Rd,bappel@lidoadvisors.com,,Salesforce
11173909,Inactive Investor,Teresa Bailey,President,"Waddell & Associates, LLC",,,Salesforce
11008356,Inactive Investor,Michelle Lasko,,Commonwealth Financial Network Lacey WA 4520 Intelco Loop SE,mlasko@commonwealth.com,,Salesforce
340956,,Parth Mirani,Associate,Trive Capital Management Llc,parthmirani@trivecapital.com,214-499-9715,Manual List Upload
11086102,Inactive Investor,Zachary Smith,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
75857,,April Vinciarelli,"Chief Compliance Officer, Chief Operating Officer","Jacobi Capital Management, Llc",avinciarelli@jacobicapital.com,570-826-1801,Manual List Upload
11087347,Inactive Investor,Danny Seth,Chief Investment Officer;Managing Member,Capital Fluency,dseth@capitalfluency.com,,Salesforce
10884911,Inactive Investor,Joshua Nease,,Cetera Investment Services LLC Branson MO 203 N Commercial St,,,Salesforce
11101005,Inactive Investor,Andre Carter,,"Osaic Wealth, Inc. Las Vegas NV 8620 W Tropicana Ave",,,Salesforce
11029145,Inactive Investor,Ray Massey,,Commonwealth Financial Network Newtown PA 54 Friends Ln,,,Salesforce
11033182,Inactive Investor,Alexander Dugan,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
10826474,Inactive Investor,Kristina Recker,Financial Advisor,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,kristina.recker@ubs.com,,Salesforce
9569808,,Jeffrey Braff,,,jbraff@hallcapmgt.com,,List import
9592492,,darren fortunato,,,djfort88@gmail.com,,List import
11123427,Inactive Investor,Kenneth Donovan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",kenneth.donovan@ampf.com,,Salesforce
11076438,Inactive Investor,Colette Knobeloch,,"Osaic Wealth, Inc. Belleville IL Private Residence",,,Salesforce
11047485,Inactive Investor,Brian Bates,Financial Advisor,LPL Financial LLC Phoenix AZ 1137 E Redfield Rd,brian.bates@lpl.com,,Salesforce
9612375,,John Emerson,,,john.emerson@columbiathreadneedle.com,,List import
11186264,Inactive Investor,Mitchell Mula,,State Farm VP Management Corp. Baton Rouge LA 18303 Perkins Rd E,,,Salesforce
9555035,,Geoffrey Akers,,,geoffrey.akers@valic.com,,List import
10939608,Inactive Investor,Melissa Grass,Chief Executive Officer;Investment Advisor,"Freedom Financial Advisors, LLC",mgrass@freedomfinancialadvisors.us,,Salesforce
10826917,Inactive Investor,Joseph Ball,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",joseph.ball@ampf.com,,Salesforce
10615498,,Cyrus Abbe,Financial Advisor,,cyrus.g.abbe@morganstanley.com,,List Import
10806747,Inactive Investor,Charles Ogren,,"Equitable Advisors, LLC Ramsey MN Private Residence",charles.ogren@equitable.com,,Salesforce
11016166,Inactive Investor,Diran Aslanian,Consultant;Vice President,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
9626012,,Lamont Artis,,,lamont.artis@outlook.com,,List import
11116210,Inactive Investor,Brant Watson,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,brant.watson@fidelity.com,,Salesforce
10773484,Inactive Investor,Michael Blaszak,Financial Advisor;Senior Vice President,Morgan Stanley Park City UT 1441 Ute Blvd,michael.blaszak@morganstanley.com,,Salesforce
11103395,Inactive Investor,Michael Kiziuk,,"Avantax Investment Services, Inc. West Boylston MA 560 Prospect St",,,Salesforce
10830000,Inactive Investor,Jeffrey James,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",jeff_james@ml.com,,Salesforce
11074564,Inactive Investor,M Neuendorf,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",mjayne_neuendorf@ml.com,,Salesforce
11182903,Inactive Investor,Cameron Cheek,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,cameron.cheek@ubs.com,,Salesforce
11120493,Inactive Investor,Tedd Kenny,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,tedd.kenny@primerica.com,,Salesforce
2540038,,Deborah Luedy,,,revalueadd@onereach.onmicrosoft.com,,
10951989,Inactive Investor,Tamara Lewis,,PFS Investments Inc. Duluth GA 6340 Sugarloaf Pkwy,tamara.lewis@primerica.com,,Salesforce
10970834,Inactive Investor,Anthony Staelgraeve,,"Allstate Financial Services, LLC Monroe MI 1178 W Front St",,,Salesforce
11268741,Active Investor,Romaine DeVaul,,Romaine DeVaul,romainedevaul@gmail.com,9543979142,Salesforce
9560646,,David Masterman,,,dcmasterman@unitedplanners.com,,List import
11177219,Inactive Investor,Michael Allen,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11027409,Inactive Investor,Cory Nye,Financial Advisor,LPL Financial LLC Denver CO 4600 S Syracuse St,cory.nye@lpl.com,,Salesforce
9612305,,Oliver Fender,,,ollie.fender@gmail.com,,List import
10890716,Inactive Investor,Jeffrey Hartwick,Financial Advisor,Edward Jones Butte MT 401 S Alabama St,jeff.hartwick@edwardjones.com,,Salesforce
10841356,Inactive Investor,Daniel Bauer,Chief Compliance Officer;Chief Investment Officer;Managing Member;Principal,"AllSquare Wealth Management, LLC",daniel@allsquarewealth.com,,Salesforce
10899750,Inactive Investor,Paul Serio,Wealth Strategy Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,paul.serio@ubs.com,,Salesforce
10856158,Inactive Investor,John Holloway,,State Farm VP Management Corp. Richardson TX 1415 State St,craig.holloway.g6by@statefarm.com,,Salesforce
10835615,Inactive Investor,Thomas Greene,,Wintrust Investments LLC,tgreene@wintrustwealth.com,,Salesforce
9629860,,Justin Groevenstein,,,jbgroevenstein@gmail.com,,List import
10662172,,Hally Dunn,,,hdunn@4wealthfg.com,,List Import
11030486,Inactive Investor,Robert Armstrong,,"First Command Brokerage Services, Inc. Summerville SC 208 W 7th North St",rlarmstrong@firstcommand.com,,Salesforce
10962408,Inactive Investor,Rami Sarafa,Chief Executive Officer;Founder;Portfolio Manager,Cordoba Advisory Partners LLC,rsarafa@cordobapartners.co,,Salesforce
11114903,Inactive Investor,Jennifer Dammeyer,,Fidelity Brokerage Services LLC Columbia MD 10101 Twin Rivers Rd,jennifer.dammeyer@fmr.com,,Salesforce
11079450,Inactive Investor,Scott Grohs,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10907742,Inactive Investor,Aisha Blackshear,,PFS Investments Inc. Jenkintown PA 261 Old York Rd,aisha.blackshear@primerica.com,,Salesforce
10971784,Inactive Investor,Emmanuel Outhier,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11042357,Inactive Investor,Carlton Johnson,Financial Advisor,LPL Financial LLC Chatham NJ 10 Fairmount Ave,carlton.johnson@lpl.com,,Salesforce
11234092,Inactive Investor,Andres Ballesteros,,BBVA Securities Inc.,,,Salesforce
10505990,,christian Hovine,Chief Global Strategist,AWAP / FFTI Conseil,ch.ffti@orange.fr,336-032-0225,List import
11172667,Inactive Investor,Charbel Salem,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Rochester MI 321 E 2nd St",salemc@stifel.com,,Salesforce
9541897,,nadia narvaez,,,botetinz@yahoo.com,,List import
10661840,,Kristina St. Charles,,,kristina.st.charles@lgima.com,,List Import
9559321,,Richard Tisei,,,rtisei@preti.com,,List import
11019387,Inactive Investor,Matthew Krulak,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",,,Salesforce
11114480,Inactive Investor,Robert Myers,,"Osaic Wealth, Inc. Blairsville PA 155 E Market St",,,Salesforce
10616445,,Steven Egan,,,steve.egan@opco.com,,List Import
11204490,Inactive Investor,Bonny Lee,,"Western International Securities, Inc.",blee@wisdirect.com,,Salesforce
10657274,,Brian Blaha,,,brian.blaha@tfaconnect.com,,List Import
11064481,Inactive Investor,Peter Beronio,Financial Advisor,LPL Financial LLC Killeen TX 2601 Trimmier Rd,peter.j.beronio@lpl.com,,Salesforce
10909964,Inactive Investor,Brett Dolan,,"Osaic Wealth, Inc. Guilford CT 2614 Boston Post Rd",,,Salesforce
10815866,Inactive Investor,Christine Kelley,Financial Advisor,"Geneos Wealth Management, Inc. Casper WY 300 N Forest Dr",,,Salesforce
10833301,Inactive Investor,Floyd Griffin,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,floyd.griffin@primerica.com,,Salesforce
10643920,,Daniel Hermann,,,dhermann@ziegler.com,,List Import
9593361,,g r,,,grastogi@gmail.com,,List import
10933719,Inactive Investor,Hunter Crowley,Investment Advisor,The AmeriFlex Group Sikeston MO 118 E Front St,,,Salesforce
11122414,Inactive Investor,Joseph Fell,,"Steward Partners Investment Solutions, LLC Shreveport LA 333 Texas St",joseph.fell@stewardpartners.com,,Salesforce
11088689,Inactive Investor,Ramon Pinero,,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",ramon.pinero@nm.com,,Salesforce
10883156,Inactive Investor,Robert Clark,,T. Clark & Associates Parrish FL Private Residence,,,Salesforce
10838265,Inactive Investor,Gregory Michaels,Financial Advisor,Edward Jones Cedarburg WI W64N717 Washington Ave,greg.michaels@edwardjones.com,,Salesforce
349208,,Robert Robinson,"Partner, Wealth Manager","Kingsview Wealth Management, Llc",rrobinson@kingsviewam.com,312-870-6701,Manual List Upload
10875813,Inactive Investor,Gregory Schroen,,"Next Financial Group, Inc. San Antonio TX 8620 N New Braunfels Ave",,,Salesforce
9623261,,alex scherer,,,ascherer@mac.com,,List import
10801102,Inactive Investor,Doug Hargrove,Financial Advisor,Edward Jones Gibsonville NC 961 Burlington Ave,doug.hargrove@edwardjones.com,,Salesforce
9879426,,Raj Rakhra,,,rajrakhra@gmail.com,,Web Form Fillout
9570656,,Laura Iacovetti,,,liacovetti@coatue.com,,List import
11082043,Inactive Investor,Jeffrey Camp,Chief Financial Officer;Chief Operating Officer,InterOcean Capital,jcamp@iofinance.com,,Salesforce
11005765,Inactive Investor,Dillon Smith,,"Equitable Advisors, LLC Columbia SC 2711 Middleburg Dr",dillon.smith@equitable.com,,Salesforce
10852562,Inactive Investor,Kakhaber Chkheidze,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",kakhaber.chkheidze@ampf.com,,Salesforce
10922699,Inactive Investor,John Steck,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11079367,Inactive Investor,William Moore,,"Farmers Financial Solutions, LLC Norman OK 323 W Gray St",,,Salesforce
11050117,Inactive Investor,Josiah Quick,,"Osaic Institutions, Inc. Saint Paul MN 1251 Town Centre Dr",,,Salesforce
10872395,Inactive Investor,Elvis Gates,,State Farm VP Management Corp. Clinton MS 402 Monroe St,elvis.gates.l988@statefarm.com,,Salesforce
11198043,Inactive Investor,Francesca Fondevila,,PlanMember Securities Corporation Los Angeles CA 4520 Wilshire Blvd,ffondevila@planmembersec.com,,Salesforce
10906882,Inactive Investor,Scott Rutherford,Wealth Advisor,"Gratus Capital, LLC",srutherford@gratuscapital.com,,Salesforce
9618863,,Jeffrey Miller,,,jmiller@eightbridges.com,,List import
11010895,Inactive Investor,Artur Zaytsev,Associate,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",artur.zaytsev@equitable.com,212-314-4600,Salesforce
10862688,Inactive Investor,Elizabeth Delatorre,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Red Bank NJ 125 Half Mile Rd",elizabeth.delatorre@tiaa.org,,Salesforce
11180424,Inactive Investor,Kevin Poulsen,,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",,,Salesforce
10794769,Inactive Investor,Phillip Smeltzer,Financial Advisor,"Ameriprise Financial Services, LLC Athens OH 18 W State St",michael.p.smeltzer@ampf.com,,Salesforce
9590490,,James West,,,trey518@hotmail.com,,List import
10821163,Inactive Investor,Peter Murphy,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",peter.murphy@benjaminfedwards.com,,Salesforce
10822834,Inactive Investor,Carly Schiavone,Financial Advisor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,carly.schiavone@morganstanley.com,,Salesforce
11181865,Inactive Investor,Carl Warren,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",carl.warren@wellsfargo.com,,Salesforce
10875552,Inactive Investor,Heather Arscott,Division Leader,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,heather.arscott@primerica.com,,Salesforce
9641442,,Robert Clancy,,,rrclancy1010@gmail.com,,List import
10828142,Inactive Investor,Jen-Wei Chi,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Palo Alto CA 245 Lytton Ave,jen-wei.chi@morganstanley.com,,Salesforce
11002128,Inactive Investor,Tejas Thakkar,,PFS Investments Inc. Lake Zurich IL 365 Surryse Rd,tthakkar@primerica.com,,Salesforce
10987495,Inactive Investor,Jon Schulte,,Thrivent Investment Management Inc. Jefferson City MO 520 Ellis Blvd,jon.schulte@thrivent.com,,Salesforce
11123974,Inactive Investor,Alexander Kaites,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alexander_kaites@vanguard.com,,Salesforce
10788311,Inactive Investor,Roman Yufit,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,roman.yufit@fidelity.com,,Salesforce
11002854,Inactive Investor,Erin Harrison,,Vanguard Marketing Corporation,erin_harrison@vanguard.com,,Salesforce
10826570,Inactive Investor,Christine Kujan,,Purshe Kaplan Sterling Investments Erie PA 235 W 6th St,ckujan@pksinvest.com,,Salesforce
11124030,Inactive Investor,John Haimsohn,Senior Supervisory Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,john.haimsohn@lpl.com,,Salesforce
10812834,Inactive Investor,Peter O'Connor,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10791285,Inactive Investor,Fernando Salgado Jr.,Account Vice President - Investments,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,fernando.salgado@ubs.com,,Salesforce
340591,,Cordell Eggett,Director Of Finance,Healthequity Advisors,ceggett@healthequity.com,801-727-1000,Manual List Upload
11065789,Inactive Investor,Michelle Cooley,Compliance Specialist,The Wealth Consulting Group Fort Worth TX Private Residence,mcooley@wealthcg.com,,Salesforce
10913571,Inactive Investor,Michael Herrmann,,"Uhlmann Price Securities, LLC",mherrmann@upsecurities.com,,Salesforce
10952858,Inactive Investor,Justin Yokajty,Private Client Banker,J.P. Morgan Securities LLC Rochester NY 1755 Monroe Ave,justin.yokajty@chase.com,,Salesforce
10973360,Inactive Investor,Vincent Miscioscia,Vice President,Joseph Gunnar & Co. LLC,,,Salesforce
11166058,Inactive Investor,Kyle Meechan,,J.P. Morgan Securities LLC Dover OH 301 W 3rd St,kyle.meechan@jpmorgan.com,,Salesforce
10822217,Inactive Investor,William Atkins,Investment Advisor Representative,Advisor Resource Council,,,Salesforce
10932489,Inactive Investor,Kevin Overcash,Financial Advisor,Edward Jones Cary NC 1155 Kildaire Farm Rd,kevin.overcash@edwardjones.com,,Salesforce
10787305,Inactive Investor,Kyle Zoellner,,"Parkland Securities, LLC Saint George UT 2549 Sinagua Trl",,,Salesforce
10913419,Inactive Investor,Michael Chibidakis,,"Raymond James Financial Services, Inc. Northridge CA 18919 Nordhoff St",michael.chibidakis@raymondjames.com,,Salesforce
10917268,Inactive Investor,Christopher Gordon,Wealth Advisor,"Centaurus Financial, Inc. Annapolis MD 888 Bestgate Rd",,,Salesforce
11069244,Inactive Investor,Thomas Hickman,,Cabot Lodge Securities LLC Fort Myers FL 3949 Evans Ave,thomas.hickman@clsecurities.com,,Salesforce
11134013,Inactive Investor,Cody Williams,Financial Advisor,Edward Jones Austin TX 6836 Bee Caves Rd,cody.m.williams@edwardjones.com,,Salesforce
11153952,Inactive Investor,Lee Woods,,State Farm VP Management Corp. Wrens GA 101 School St,,,Salesforce
342226,, -,,[[Unknown]],greatvampire@126.com,,
10908396,Inactive Investor,Alexander Lafazia,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",alexander.lafazia@ml.com,,Salesforce
10920082,Inactive Investor,Anthony David,,"Concurrent Investment Advisors, LLC Washington DC 1455 Pennsylvania Ave NW",anthony.david@poweredbyconcurrent.com,,Salesforce
189451,,Damien Polakowski,,[Unknown],damiendopoliakov@gmail.com,,source
11188096,Inactive Investor,Ciara Viar,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10645627,,Randall Westman,,,randall.westman@capitalone.com,,List Import
11254556,Inactive Investor,Susan Chipps,Senior Vice President,Key Investment Services LLC Fort Wayne IN Private Residence,,,Salesforce
11115550,Inactive Investor,Kyle Dudek,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lawrence Township NJ 3371 US Hwy 1",kyle.dudek2@ml.com,,Salesforce
11141521,Inactive Investor,Eric Gibson,Financial Advisor,"VALIC Financial Advisors, Inc. Springfield MO 1815 S Holland Ave",,,Salesforce
10824119,Inactive Investor,Christopher Hann,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",chris.hann@nm.com,,Salesforce
11219026,,Andrew Pringle,,,andrew.pringle@invesco.com,,Other
11025196,Inactive Investor,Brandon Ussery,,PFS Investments Inc. Monroe LA 1707 Shannon St,bussery@primerica.com,,Salesforce
10832416,Inactive Investor,Dawn Reprogel,Premier Banker,"Wells Fargo Clearing Services, LLC Satellite Beach FL 200 E Eau Gallie Blvd",dawn.i.reprogel@wellsfargo.com,,Salesforce
10925678,Inactive Investor,Kenneth Dennis,Chief Executive Officer,"Lincoln Douglas Investments, LLC",,,Salesforce
11233278,Inactive Investor,Megan Ibrahimi,Associate Financial Advisor,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,mibrahimi@dadco.com,,Salesforce
11179009,Inactive Investor,Anne Borst,,Commonwealth Financial Network Collierville TN 1135 Halle Park Cir,aedmiston@commonwealth.com,,Salesforce
11139829,Inactive Investor,Todd McGraw,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",todd.a.mcgraw@ml.com,,Salesforce
10910718,Inactive Investor,Michael Frontino,Investment Advisor Representative,"Osaic Wealth, Inc. South Charleston WV 318 5th Ave",,,Salesforce
10986204,Inactive Investor,Ashley Buchanan,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
155797,,trevor oyoo,,[Unknown],oyootrevor@gmail.com,,source
10578125,,Nandakishore Geddam,,,geddamn@gmail.com,,Web Form Fillout
10843693,Inactive Investor,Christine McLean,Senior Financial Planner,Commonwealth Financial Network Lutz FL 16524 Pointe Village Dr,cmclean@commonwealth.com,,Salesforce
11190271,Inactive Investor,Stephanie Brown,Financial Consultant,"Charles Schwab & Co., Inc. Rehoboth Beach DE 19266 Coastal Hwy",,,Salesforce
10658945,,Peter Mangan,,,peter.mangan@morganstanley.com,,List Import
10886722,Inactive Investor,Marlin Jung,,"Osaic Wealth, Inc. Fort Collins CO 7791 Highland Meadows Pkwy",,,Salesforce
130142,,William Green,,Lincoln Financial Advisors Corporation,mike.green@lfg.com,800-237-3813,
9623663,,Ivan Filippov,,,ivanfilippovuoa@gmail.com,,List import
9648251,,Russ York,,,ryork58261@aol.com,,List import
10795586,Inactive Investor,Peter Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Milford PA 104 W High St",,,Salesforce
10644729,,Ryan Busha,,,rbusha@rwbaird.com,,List Import
11180523,Inactive Investor,Jeremy Fortin,,"Osaic Wealth, Inc. Englewood CO 88 Inverness Cir E",,,Salesforce
10995347,Inactive Investor,Richard De La Cruz,,J.P. Morgan Securities LLC Colleyville TX 3904 Glade Rd,richard.de-la-cruz@jpmorgan.com,,Salesforce
10925159,Inactive Investor,Veronica Gonzalez,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,veronica.gonzalez@jpmorgan.com,,Salesforce
11040258,Inactive Investor,Mateo Gowland,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",mateo.gowland@ml.com,,Salesforce
10986604,Inactive Investor,Kevin Lobdell,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10972611,Inactive Investor,John Truell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10957787,Inactive Investor,Shayna Harvey,Chief Compliance Officer;Managing Member;Managing Partner,Insight Total Stewardship,,,Salesforce
10980403,Inactive Investor,Christopher Johns,,SECU Brokerage Services Thomasville NC 1700 Liberty Dr,christopher.johns@ncsecu.org,,Salesforce
10779884,Inactive Investor,Jason Hsu,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",jason_hsu@ml.com,,Salesforce
11104721,Inactive Investor,Tristan Helms,Financial Planner,"Pruco Securities, LLC. Cary NC 1143 Executive Cir",tristan.helms@prudential.com,,Salesforce
9639126,,Claes Ahrel,,,claes.ahrel@teliasonera.com,,List import
77829,,Tamas Novak,,bank,novakt90@gmail.com,36306532635,
11031251,Inactive Investor,Kevin Pfleger,,"Farmers Financial Solutions, LLC Boise ID 5105 W Overland Rd",kpfleger1@farmersagent.com,,Salesforce
10841211,Inactive Investor,Christopher Bunch,Financial Advisor,"Osaic Wealth, Inc. Muncie IN 9201 W Jackson St",,,Salesforce
9618467,,Nick McFarland,,,nmcfarland@steelheadpartners.com,,List import
11087198,Inactive Investor,Irene Chandler,,LPL Financial LLC Kannapolis NC 2975 Dale Earnhardt Blvd,irene.chandler@lpl.com,,Salesforce
9574131,,T M,,,letstalk@t3m.com.au,,List import
11134767,Inactive Investor,Stephanie Villalobos,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,stephanie.villalobos@fidelity.com,,Salesforce
9574153,,Riley Rodman,,,riley.rodman@fidelity.com,,List import
10768887,Inactive Investor,Albert Toto,Branch Manager;Executive Director,Morgan Stanley Colchester VT 105 W View Rd,alby.toto@morganstanley.com,,Salesforce
10759205,Inactive Investor,Thuy Phu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",sylvia.phu@schwab.com,,Salesforce
9629217,,Daniel OKeeffe,,,danok8282@gmail.com,,List import
2315793,,SK Lit,,,skp.liter@gmail.com,,
11100236,Inactive Investor,Louis Goulet,Financial Advisor,"Ameriprise Financial Services, LLC Augusta GA 4210 Columbia Rd",louis.goulet@ampf.com,,Salesforce
11202285,Inactive Investor,Guillermo Roldan,,PFS Investments Inc. West Palm Beach FL 2101 Vista Pkwy,guillermo.roldan@primerica.com,,Salesforce
10646068,,Kevin Myslinski,,,kmyslinski@tradestation.com,,List Import
11095685,Inactive Investor,Nicole Pachar,Chief Compliance Officer,MDX Wealth Management,nicole@mdxwealth.com,,Salesforce
10952322,Inactive Investor,Christopher Reaume,Financial Advisor,LPL Financial LLC Wake Forest NC Private Residence,chris.reaume@lpl.com,,Salesforce
69079,,Richard Larzelere,,USAA Investment Services Company,richard.larzelere@usaa.com,210-498-0226,
9574651,,Maurice Harroche,,,maurice@wingatecap.com,,List import
9553988,,Matthew Banzhaf,,,banzhaf.matt@principal.com,,List import
11029678,Inactive Investor,Marisa Lindsey,,"Empower Financial Services, Inc Saint Charles MO Private Residence",,,Salesforce
10845397,Inactive Investor,Daniel Moore,Private Client Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",daniel.m.moore@citizenssecurities.com,,Salesforce
10999403,Inactive Investor,Hannah Hosman,Client Advisor,Arvest Wealth Management Jonesboro AR 2009 Browns Ln,hhosman@arvest.com,,Salesforce
9620953,,Mark Obama,,,markobamatrump@gmail.com,,List import
10769972,Inactive Investor,Nolan James,,"Avantax Investment Services, Inc. Haddonfield NJ 23 Tanner St",,,Salesforce
10488390,,Cathleen Crews,"Chief Compliance Officer, Managing Member",Orchid Advisory,cathleen@orchid-advisory.com,,List Import
9573552,,Ned Gilliss,,,ned@intervalpartners.com,,List import
11188655,Inactive Investor,Mitchell Walton,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",mitchellwalton@financialguide.com,,Salesforce
11260978,Inactive Investor,Grace Touchette,Family Wealth Associate,TFO Wealth Partners,gtouchette@tfowealth.com,,Salesforce
11001799,Inactive Investor,John Maracich,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",john.maracich@prudential.com,,Salesforce
11219157,,Christian Holstein,,,christian_holstein@troweprice.com,,Other
9591972,,Kimberly Hutchison,,,merellen@protonmail.com,,List import
10877464,Inactive Investor,Vanessa Bryant,Vice President,"Harpswell Capital Advisors, LLC",vmb@harpswelladvisors.com,,Salesforce
11284398,,Siddhartha Shendrikar,,,sshendri@caltech.edu,,Web Form Fillout
10616321,,Edward Shine,,,edward.shine@ml.com,,List Import
10947185,Inactive Investor,Emily Wolff,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10932766,Inactive Investor,Nicholas Mazzaferro,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",nicholas.mazzaferro@equitable.com,,Salesforce
11098689,Inactive Investor,Cara Bergman,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10761561,Inactive Investor,Jeffrey Westcott,Executive Director;Stock Plan Director,Morgan Stanley New York NY 101 Park Ave,jeffrey.h.westcott@morganstanley.com,,Salesforce
11213356,Inactive Investor,Richard Palmadesso,,Aegis Capital Corp. Bronxville NY 26 Paxton Ave,rpalmadesso@aegiscap.com,,Salesforce
10924629,Inactive Investor,Kevin Higdon,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Nashville TN 2716 Linmar Ave,khigdon@unitedplanners.com,,Salesforce
11006425,Inactive Investor,Damian Martinez-Molina,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,damian.martinezmolina@primerica.com,,Salesforce
10956643,Inactive Investor,James Foley,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,,,Salesforce
11021606,Inactive Investor,Jacob Setser,,J.P. Morgan Securities LLC Apache Junction AZ 1148 W Apache Trl,jacob.setser@jpmorgan.com,,Salesforce
74765,,Carl Bussche,Founder And Chairman,"Financial Guidance Group, Inc.",carl@financialguidancegroup.com,727-787-7526,Manual List Upload
10794976,Inactive Investor,Curtis Ostling,Associate Vice President;Financial Advisor,Morgan Stanley Irvine CA 1901 Main St,curtis.ostling@morganstanley.com,,Salesforce
10916688,Inactive Investor,Matthew Jobe,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10947592,Inactive Investor,Amy Parks,Wealth Advisor,"The Mather Group, LLC",a.parks@themathergroup.com,,Salesforce
11049006,Inactive Investor,Linda Corcoran,,GWN Securities Inc. Boise ID Private Residence,lcorcoran@gwnsecurities.com,,Salesforce
9592286,,Gaohui Huang,,,gaohui.huang@efunds.com.hk,,List import
9582198,,Logan Verner,,,lverner@frontierasset.com,,List import
10391769,,Brandon Dixon,,,brandon.dixon2000@gmail.com,,Web Form Fillout
195683,,Ton Port,,[Unknown],portoa32@gmail.com,,source
11097967,Inactive Investor,Kendell Phillip,Chief Compliance Officer;Chief Executive Officer,Lockstep Financial LLC,,,Salesforce
230466,, -,,[[Unknown]],plit27@naver.com,,
10857058,Inactive Investor,Ernst Mahler,Private Wealth Advisor,"Osaic FA, Inc. Village Of Golf FL Private Residence",ernst.mahler@lfg.com,,Salesforce
11162412,Inactive Investor,James Hammel,Financial Advisor,Edward Jones Granby CT 2 Park Pl,jim.hammel@edwardjones.com,,Salesforce
11043008,Inactive Investor,Paul Alwine,Financial Advisor,Edward Jones Bedford TX 409 Harwood Rd,paul.alwine@edwardjones.com,,Salesforce
11018953,Inactive Investor,Sung Cha,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,,,Salesforce
11155840,Inactive Investor,Susan Knapstein,Senior Client Associate,"RBC Capital Markets, LLC Minocqua WI 8613 US Hwy 51 N",sue.knapstein@rbc.com,,Salesforce
11216892,,Austin Glickstern,,,austin.glickstern@nb.com,,Other
10812455,Inactive Investor,Robin Chapman,,"Pruco Securities, LLC. Ramsey NJ 145 N Franklin Tpke",robin.chapman@prudential.com,,Salesforce
11106149,Inactive Investor,Lee Evans,,PFG Advisors Phoenix AZ 7600 N 16th St,,,Salesforce
11254430,Inactive Investor,Alejandra Armenta,,PFS Investments Inc. Pasco WA 1632 W Court St,aarmenta@primerica.com,,Salesforce
9556422,,Barry Benkelman,,,b.benkelman@voyafa.com,,List import
9577281,,Grant Gee,,,grantgee3@gmail.com,,List import
9547043,,Anthony Sclar,,,anthonysclar@aol.com,,List import
11188666,Inactive Investor,Madison Smith,,"MML Investors Services, LLC Cockeysville MD 225 International Cir",,,Salesforce
216373,,Linh Ph?m,,Linh Nguyen,easytradingchannel@gmail.com,,Event
11170595,Inactive Investor,Henry Burt,,LPL Financial LLC Peru IL 925 Shooting Park Rd,henry.burt@lpl.com,,Salesforce
10872544,Inactive Investor,Troy Broughman,,Robert W. Baird & Co. Incorporated,tbroughman@rwbaird.com,,Salesforce
11192761,Inactive Investor,James Spry,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",james.k.spry@wellsfargoadvisors.com,,Salesforce
211003,,Ara Devejian,,[Unknown],adevejian@yahoo.com,,Organic Search
9595092,,Wilson Mitchell,,,wmitchell@financialengines.com,,List import
10753677,Inactive Investor,Kerry Carson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",kerry.carson@ml.com,,Salesforce
9631812,,Imran Jaffer,,,imran.jaffer@lpl.com,,List import
212812,,Rami Masri,,[Unknown],rrmasri@gmail.com,,Webinar
11175228,Inactive Investor,Gregory Rivas,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boerne TX Private Residence",,,Salesforce
10992412,Inactive Investor,Luisa Lewis,,LPL Financial LLC Eau Claire WI 4106 Hwy 93,luisa.lewis@lpl.com,,Salesforce
10784449,Inactive Investor,Joseph Valeri,Premier Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",joseph.valeri@ml.com,,Salesforce
9553274,,Charles E Johnson -,,,gtblackstone@yahoo.com,,List import
10810861,Inactive Investor,Christopher Miller,,Edward Jones Lake Placid NY 1927 Saranac Ave,,,Salesforce
9574605,,Evan Schneider,,,commoditycorner@msn.com,,List import
10967847,Inactive Investor,Abdourahman Njie,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
11036003,Inactive Investor,Steven Nelson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10807145,Inactive Investor,Camper O'Neal,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",camper_oneal@ml.com,,Salesforce
11198807,Inactive Investor,William Astrop,Chief Operating Officer,Astrop Advisory Corporation,bowen@astrop.com,,Salesforce
237669,,Rob Schaaper -,,[[Unknown]],rob@schaaper.com,,
10877454,Inactive Investor,Amanda Campbell,Financial Advisor,LPL Financial LLC Mission KS 1900 W 47th Pl,amanda.e.campbell@lpl.com,,Salesforce
9585594,,Nelson Lutz,,,nelson.lutz@suntrust.com,,List import
11155005,Inactive Investor,Alexandra Clemow,Financial Advisor,LPL Financial LLC Missoula MT 210 N Higgins Ave,alexandra.clemow@lpl.com,,Salesforce
11190283,Inactive Investor,Lindsay Chandler,Financial Advisor;Vice President,Janney Montgomery Scott LLC Spartanburg SC 135 N Church St,lchandler@janney.com,,Salesforce
9612803,,Ryan Benton,,,ryan@orionnet.com,,List import
10964619,Inactive Investor,Kyle Webster,Financial Advisor,Edward Jones Collinsville IL 101 United Dr,kyle.webster@edwardjones.com,,Salesforce
11183119,Inactive Investor,Heidi Zutter,,"Allstate Financial Services, LLC Wenatchee WA 235 N Mission St",heidizutter@allstate.com,,Salesforce
10921404,Inactive Investor,Eric Tunstall,Financial Advisor,"Citizens Securities, Inc. Chepachet RI 21 Money Hill Rd",eric.a.tunstall@citizenssecurities.com,,Salesforce
11181427,Inactive Investor,Frank Kimmel,Financial Advisor,"Ameriprise Financial Services, LLC Washington PA 1150 Washington Rd",frank.kimmel@ampf.com,,Salesforce
9593334,,David Molnar,,,dmolnar@hightoweradvisors.com,,List import
9639055,,Jay Willoughby,,,jwilloughby@tiff.org,,List import
10831238,Inactive Investor,Scott Louder,,"Raymond James & Associates, Inc. Worcester MA 1 Mercantile St",scott.louder@raymondjames.com,,Salesforce
10954241,Inactive Investor,Anthony Milazzo,,"American Trust Investment Services, Inc. Lisle IL 4722 Main St",a.milazzo@amtruinvest.com,,Salesforce
10832093,Inactive Investor,Thomas Parker,,"HighTower Securities, LLC North Palm Beach FL 11300 Us Hwy 1",tom.parker@hightoweradvisors.com,,Salesforce
10797736,Inactive Investor,Bert Peterson,,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,bpeterson@rwbaird.com,,Salesforce
10750590,Inactive Investor,Hector Otero-Santos,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11116422,Inactive Investor,Joshua Hirneisen,,"Wells Fargo Clearing Services, LLC Reading PA 1 Meridian Blvd",joshua.hirneisen@wellsfargo.com,,Salesforce
10798236,Inactive Investor,Andrea Borton,Director;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11217202,,Paul Farington,,,paul.farington@edwardjones.com,,Other
11025663,Inactive Investor,Joseph Tuggle,,"Allstate Financial Services, LLC",,,Salesforce
10571123,,yacine ouldchikh,,,yacine@sdm.co,,Web Form Fillout
10494126,,Eric Lichtenstein,,GTS,elichtenstein@gtsx.com,,List Import
11128521,Inactive Investor,Russell Janis,Financial Advisor,Edward Jones Albuquerque NM 901 Rio Grande Blvd NW,russell.janis@edwardjones.com,,Salesforce
10863500,Inactive Investor,Kyle Tate,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,kyle.tate@jpmorgan.com,,Salesforce
10934102,Inactive Investor,Walker Grove,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",walker.grove@ml.com,,Salesforce
10886366,Inactive Investor,Connor Tienken,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11099123,Inactive Investor,John Lerose,Executive Financial Services Director;Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Insurance Planning D,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,john.lerose@morganstanley.com,,Salesforce
10938438,Inactive Investor,Christopher Stokes,,J.P. Morgan Securities LLC Draper UT 252 E 12300 S,christopher.m.stokes@chase.com,,Salesforce
10900150,Inactive Investor,Kenneth Smith,,State Farm VP Management Corp. Oklahoma City OK 15001 N May Ave,kenneth.smith.fc4l@statefarm.com,,Salesforce
370478,,Tracey Graham,,Grayscale,mzzgramm23@msn.com,6465486585,Google Natural Search
9595895,,James Reed,,,jim@reed-financial.com,,List import
10902716,Inactive Investor,James Coltrin,,"Raymond James Financial Services, Inc. Chattanooga TN 6150 Shallowford Rd",jim.coltrin@raymondjames.com,,Salesforce
11167421,Inactive Investor,Christopher Kenney,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,chris.kenney@morganstanley.com,,Salesforce
9620622,,Matt Epstein,,,mjepstein18@gmail.com,,List import
10959632,Inactive Investor,Denis Omanovic,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",denis.omanovic@tiaa.org,,Salesforce
202872,,Paul Bridgman Bridgman,,[Unknown],romeobragato@gmail.com,,
9598695,,Abbas Heydari,,,aheydari@epwealth.com,,List import
8481084,,William Hayne,,Fidelity,william.hayne@fmr.com,(800) 544-3455,List Import
10645872,,Debra Willson,,,debra.willson@morganstanley.com,,List Import
333283,,Jeff Liguori,,Napatree Capital,jliguori@napatreecapital.com,,
11193074,Inactive Investor,Ty Johnson,Financial Planner,"Peak Financial Management, Inc.",ty@peakfinancialmanagement.com,,Salesforce
9623121,,Art Duquette,,,aduquette@bfcm.com,,List import
10613625,,Mark Serruto,"Financial Advisor, Senior Vice President - Wealth Management",,mark.serruto@ubs.com,,List Import
10853193,Inactive Investor,Robert Shannon,Financial Advisor;Private Wealth Advisor,LPL Financial LLC Chester NJ 4 Mill Ridge Ln,,,Salesforce
10924926,Inactive Investor,Robin Tucker,,"Osaic Wealth, Inc. Canonsburg PA 2400 Ansys Dr",robin.tucker@ceterais.com,,Salesforce
9614452,,Marc Birou,,,marc.birou@gmail.com,,List import
10852550,Inactive Investor,Johnny Brown,Chief Compliance Officer;Chief Executive Officer;President,"Brown Capital Management, LLC",jbrown@brown-cm.com,,Salesforce
10644038,,Stephen Casey,,,scasey@nb.com,,List Import
10776314,Inactive Investor,Thomas Howell,Financial Advisor,"CUSO Financial Services, L.P. Orlando FL 3133 N Alafaya Trl",thowell@cusonet.com,,Salesforce
9596803,,Terence Reidt,,,treidt@aristotlecap.com,,List import
9580498,,Sara Smith,,,ssmith@brandamg.com,,List import
11165030,Inactive Investor,Brandon Moore,Financial Planner,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,brandon.moore@lpl.com,,Salesforce
9634234,,Max Rockwell,,,max@wealthshield.co,,List import
11064666,Inactive Investor,Rebecca Peterson,Investment Advisor Representative,Commonwealth Financial Network Arlington MA 73 Winter St,rpeterson@cfnmail.com,,Salesforce
11110071,Inactive Investor,Ashlee Maragliano,,"Centaurus Financial, Inc. Scottsdale AZ 8753 E Bell Rd",,,Salesforce
11113718,Inactive Investor,Chad Johnson,,"Farmers Financial Solutions, LLC Fargo ND 4040 42nd St S",,,Salesforce
11160075,Inactive Investor,Jacob McConnell,,BNY Mellon Securities Corporation Pittsburgh PA 500 Grant St,jacob.mcconnell@bnymellon.com,,Salesforce
122815,,Bronson Verhines,Senior Advisor,"Bkd Wealth Advisors, Llc",bverhines@bkd.com,317-383-4000,
9597904,,CHIA JUNG CHANG,,,z8080888@gmail.com,,List import
10844447,Inactive Investor,Tracey Harris,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11021857,Inactive Investor,Anthony Taylor,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",tony.taylor@tfaconnect.com,,Salesforce
9635201,,Mitch Drucker,,,mdrucker@garrisoninv.com,,List import
10768488,Inactive Investor,Daniel Nichols,,NYLIFE Securities LLC Stratford CT 99 Hawley Ln,dnichols@ft.newyorklife.com,,Salesforce
10917887,Inactive Investor,Stephen Iposu,,LifeMark Securities Corp. Detroit MI 18330 W 7 Mile Rd,siposu@lifemark.com,,Salesforce
10616832,,Craig Christell,,,craig.christell@edwardjones.com,,List Import
11004249,Inactive Investor,Neal Chiprean,Regional Vice President,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,nchiprean@primerica.com,,Salesforce
10911942,Inactive Investor,Christopher Bell,Financial Advisor,LPL Financial LLC Lakewood WA 9540 Bridgeport Way SW,christopher.bell@lpl.com,,Salesforce
9582992,,Domenic Dipiero,,,ddipiero@newportcapitalgroup.com,,List import
10778153,Inactive Investor,Susan Hacker,,"Fifth Third Securities, Inc. Cincinnati OH 4901 Glenway Ave",suzy.hacker@53.com,,Salesforce
10991104,Inactive Investor,Alice Mackenzie,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",alice.mackenzie@nm.com,,Salesforce
11198537,Inactive Investor,Justin Cook,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,jcook08@ft.newyorklife.com,,Salesforce
342476,,Rob Creegan,"CFO, Treasurer","Creegan & Nassoura Financial Group, Llc",rcreeganjr@creegannassoura.com,603-778-0794,Manual List Upload
374508,,John Natalo,,,john.r.natalo@lpl.com,(914) 617-8100,Salesforce
11141418,Inactive Investor,Joseph Weiland,Managing Member;Partner;Regulatory Contact,"Arlington Financial Advisors, LLC",joe.weiland@arlingtonfa.com,,Salesforce
10895189,Inactive Investor,Donald Beasley,Managing Director;Principal;Shareholder,Trademark Capital Management Inc.,,,Salesforce
10964703,Inactive Investor,Aiden Spencer,,Fidelity Brokerage Services LLC,,,Salesforce
11141854,Inactive Investor,Deette Jonas,Investment Associate,"RBC Capital Markets, LLC North Sioux City SD 200 Gold Cir",dody.jonas@rbc.com,,Salesforce
10995206,Inactive Investor,Timothy Davison,Associate Financial Advisor,"RBC Capital Markets, LLC Saint Louis MO 1 N Brentwood Blvd",,,Salesforce
9612083,,Adam Pinter,,,pinteradammark@gmail.com,,List import
9635369,,Ross Muldoon,,,rmuldoon@cms-advisors.com,,List import
10919667,Inactive Investor,Eric Leinwand,Member;Principal,Wright Cove Capital,,,Salesforce
144407,,Tho Doan Nhu,,[Unknown],252656hahaha@gmail.com,,source
11061141,Inactive Investor,Brian Sanchez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brian.sanchez@schwab.com,,Salesforce
10603720,,William Wurm,"Chief Executive Officer, Chief Investment Officer, Corporate Secretary, Senior Portfolio Manager, Stockholder","Beech Hill Advisors, Inc",wwurm@bh-adv.com,212-702-6632,List import
10938834,Inactive Investor,Michael Norman,,MWA Financial Services Inc. Baker FL Private Residence,michael.m.norman@mwarep.org,,Salesforce
11043869,Inactive Investor,Lisbania Ojeda,,J.P. Morgan Securities LLC Miami FL 2495 NW 87th Ave,lisbania.ojeda@jpmorgan.com,,Salesforce
10772080,Inactive Investor,Tricia Pickett,Associate,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,tricia.pickett@morganstanley.com,,Salesforce
11000613,Inactive Investor,Daniel Boehm,Financial Services Professional,"MML Investors Services, LLC Houston TX 3 Greenway Plz",dboehm@financialguide.com,,Salesforce
11050435,Inactive Investor,Michael Murphy,Investment Advisor Representative;Wealth Advisor,"Cimarron Wealth Management, Inc.",michael@wealthwithapurpose.com,,Salesforce
11205335,Inactive Investor,Greg Harvey,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",gharvey@massmutual.com,,Salesforce
11010682,Inactive Investor,Verna Archie,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,varchie@primerica.com,,Salesforce
10926797,Inactive Investor,Joshua Harrell,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,joshua.harrell@lpl.com,,Salesforce
345590,,Anthony Horan,Secretary,J.p. Morgan Securities Llc,anthony.horan@jpmorgan.com,800-999-2000,Manual List Upload
10943186,Inactive Investor,Derek Engen,Managing Director,"Citizens Securities, Inc. San Francisco CA 600 Montgomery St",derek.engen@citizensbank.com,,Salesforce
9646343,,Christian Igel,,,christian.igel@gmail.com,,List import
10877404,Inactive Investor,Angela Schwartz,Financial Advisor,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",angela.schwartz@ampf.com,,Salesforce
10489299,,Scott Schlegel,,Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,scott.schlegel@schlegeldunn.com,,List Import
88349,,Michael Jones,,United States,mjones117@gmail.com,,
10439959,,test test,,,test12a3@gmail.com,,Web Form Fillout
11195050,Inactive Investor,Kwong Chan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cupertino CA 21020 Homestead Rd",kwong.s.chan@ml.com,,Salesforce
11106587,Inactive Investor,Corey Boone,,"Raymond James Financial Services, Inc. Midland TX 2020 W Cuthbert Ave",,,Salesforce
10713412,,Mustansar Ali,,,alimustansar368@gamil.com,,Web Form Fillout
10923797,Inactive Investor,Jared Sharman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10853814,Inactive Investor,David Qubty,,Newbridge Securities Corporation Orlando FL 7680 Universal Blvd,dqubty@newbridgesecurities.com,,Salesforce
9609734,,Mark Robinson,,,mrobinson@xwhy.com,,List import
10762817,Inactive Investor,Michael Davis,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
238853,,gdavenport@cal-pay.net Davenport,,[Unknown],gdavenport@cal-pay.net,,
10958355,Inactive Investor,Ariana Dean,Private Client Advisor;Private Client Banker;Vice President,J.P. Morgan Securities LLC Chandler AZ 2790 E Germann Rd,ariana.dean@jpmorgan.com,,Salesforce
10758393,Inactive Investor,Shawn Casey,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,shawn.casey@fidelity.com,,Salesforce
10982662,Inactive Investor,John Lavelle,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",john.lavelle@prudential.com,,Salesforce
11123039,Inactive Investor,Sang Eckerle,,J.P. Morgan Securities LLC Carrollton TX 1820 E Jackson Rd,sang.eckerle@jpmorgan.com,,Salesforce
11040505,Inactive Investor,Craig Bolling,Financial Advisor,LPL Financial LLC Kennewick WA 8905 W Gage Blvd,craig.bolling@lpl.com,,Salesforce
11236017,Inactive Investor,Daniel Thompson,Chief Compliance Officer;Managing Member,First Class Wealth Management LLC,daniel@firstclasswealthllc.com,,Salesforce
8726924,,Mark Baker,,,mark.baker@perihelion-ventures.com,,Web form fillout
9553863,,James Winchester,,,pwinchester@cbiz.com,,List import
9549531,,Nilesh Mandhare,,,nmandhare@onexcredit.com,,List import
341254,,Ann Dickson,Sales Support,Martin Currie Inc,adickson@martincurrie.com,441-312-295252,Manual List Upload
24100,,Tom Dzien,Research Associate,"Segall Bryant & Hamill, LLC",tdzien@sbhic.com,1-312-474-1222,Database Upload
9552031,,Jonathan Harper,,,jharper@hightoweradvisors.com,,List import
10868635,Inactive Investor,Rodolfo Santana,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,rodolfo.santana@primerica.com,,Salesforce
10888949,Inactive Investor,Zohetni Gonzalez,Assistant Vice President;Regional Supervisory Principal,LPL Financial LLC Tampa FL Private Residence,zohetni.gonzalez@lpl.com,,Salesforce
11006043,Inactive Investor,Katie Avlakeotes,,J.P. Morgan Securities LLC Elk Grove CA 7427 Laguna Blvd,katie.avlakeotes@jpmorgan.com,,Salesforce
11070324,Inactive Investor,Sue Bigley,,"J.W. Cole Financial, Inc. Strongsville OH 10353 Oak Branch Trl",,,Salesforce
9633658,,H T,,,htcfng@gmail.com,,List import
11124917,Inactive Investor,David Snider,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",david.snider@wellsfargoadvisors.com,,Salesforce
10952041,Inactive Investor,Bledar Yzeiri,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",ben.yzeiri@bofa.com,,Salesforce
10614554,,Lena Rizkallah,Financial Advisor,,lenariznyc@gmail.com,,List Import
10822729,Inactive Investor,Daniel Cape,,"Raymond James Financial Services, Inc. Green Bay WI 2345 E Mason St",daniel.cape@raymondjames.com,,Salesforce
11028168,Inactive Investor,Matthew Kates,,Jefferies LLC,mkates@jefferies.com,,Salesforce
10880540,Inactive Investor,Harry Macke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10879061,Inactive Investor,Stephen Halterbeck,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Roseville CA 2901 Douglas Blvd,shalterbeck@dadco.com,,Salesforce
344533,,Charles Herendeen,Shareholder,Novem Group,cherendeen@novemgroup.com,585-348-9525,Manual List Upload
5483947,,hbn iko,,,jevivib675@cosaxu.com,,Web Form Fillout
11003073,Inactive Investor,Briana Echols,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11075331,Inactive Investor,Ann Quinn,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,ann.quinn@gs.com,,Salesforce
10510265,,Forrest Hull,Portfolio Analyst / Trader,Adaptive Investments,forresthull@adaptiveinv.com,,List Import
9570034,,Adam Webster,,,awebster@stratoswealthpartners.com,,List import
10762963,Inactive Investor,Ronald Maxman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",ronald.maxman@rbc.com,,Salesforce
11218558,,Edward Kroell,,,ed.kroell@balser.com,,List Import
11235480,Inactive Investor,Mary Bolton,Wealth Advisor,"Live Oak Private Wealth, LLC Rocky Mount NC 210 Bryant St",angel.bolton@liveoakprivatewealth.com,,Salesforce
10903797,Inactive Investor,Curtis Hansen,,The O.N. Equity Sales Company Boise ID 3601 N Lakeharbor Ln,,,Salesforce
10946307,Inactive Investor,Kelli Jones,Advisor,"Moneta Group Investment Advisors, LLC",,,Salesforce
10771635,Inactive Investor,Edgar Morris,Senior Vice President,Stephens Columbia SC 1320 Main St,edgar.morris@stephens.com,,Salesforce
11184768,Inactive Investor,Yunjie Ping,,"Wells Fargo Clearing Services, LLC Rowland Heights CA 17799 Colima Rd",,,Salesforce
370529,,Mhmdali Ami,,Iran,mohammadaliamoui@gmail.com,,Salesforce
9568154,,Frederick Snell,,,frederick.snell@fmr.com,,List import
9571812,,Joshua Mitchell,,,joshua.mitchell@pnc.com,,List import
350792,,Donald Dempsey,Financial Advisor,"Dempsey Investment Management, Llc",don@feeonlyvt.com,802-497-1931,Manual List Upload
10992164,Inactive Investor,Brian Kim,,J.P. Morgan Securities LLC Prospect Heights IL 2 E Euclid Ave,brian.kim@chase.com,,Salesforce
10911051,Inactive Investor,Michael Kuczinski,,"Garden State Securities, Inc. Millstone Twp NJ Private Residence",kuczinski@gardenstatesecurities.com,,Salesforce
10983123,Inactive Investor,Turner Brantley,Investment Advisor Representative,"Osaic FA, Inc. Eugene OR 1600 Valley River Dr",turner.brantley@lfg.com,,Salesforce
11040417,Inactive Investor,Tomer Rabizadeh,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,tomer.rabizadeh@morganstanley.com,,Salesforce
9544969,,Cynthia Perdersen,,,cynthia.pedersen@cohencpa.com,,List import
10931659,Inactive Investor,Willard Moore,,"APW Capital, Inc. Holmdel NJ 14 Spyglass Hill Ct",,,Salesforce
10810564,Inactive Investor,Matthew Lopardo,Client Associate;Investment Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,matthew.lopardo@jpmorgan.com,,Salesforce
10959581,Inactive Investor,Erez Goldman,,Development Corporation For Israel Los Angeles CA Temporarily Unavailable,erez.goldman@israelbonds.com,,Salesforce
9566423,,Stephen Merrill,,,stephen.merrill@lfg.com,,List import
11151455,Inactive Investor,Jay Yerkes,,"Osaic Wealth, Inc. Vacaville CA Private Residence",,,Salesforce
11254529,Inactive Investor,Yuriy Davydov,,"The Leaders Group, Inc.",,,Salesforce
9591831,,Elizabeth Cooper,,,pcooperelizabeth@gmail.com,,List import
9583840,,Mark Sestina,,,moneymark77@outlook.com,,List import
11167572,Inactive Investor,Ali Rezvi,Director;Investment Advisor,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11114740,Inactive Investor,James Lilley,,"MML Investors Services, LLC Champaign IL 701 Devonshire Dr",,,Salesforce
9569980,,John Carrington,,,jcarrington@houndpartners.com,,List import
337030,,Jason Menegakis,"General Counsel, company Secretary",Mondrian Investment Partners Limited,jason.menegakis@mondrian.com,011-442-074777000,Manual List Upload
10811814,Inactive Investor,Catherine Halberstadt,Co-Chief Executive Officer;Co-President;Member;Regulatory Contact,Osterweis Capital Management,cathy.halberstadt@osterweis.com,,Salesforce
10755723,Inactive Investor,Nicolas Mattingly,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",nicolas.mattingly@nm.com,,Salesforce
9605333,,Barry Pflueger,,,barry.pflueger@fnbn.com,,List import
11010076,Inactive Investor,Cole Kiekhafer,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,ckiekhafer@primerica.com,,Salesforce
9549198,,Douglas Vandyke,,,dvandyke@cantella.com,,List import
9565157,,Kelly Lawson,Director of Wealth Management,The Putney Financial Group,kelly@putneyfinancial.com,4154601997,List import
11002751,Inactive Investor,Andrew Greisiger,,State Farm VP Management Corp. Bloomington IL 3004 General Electric Rd,,,Salesforce
11090870,Inactive Investor,Joanna Sendor,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",joanna.sendor@ml.com,,Salesforce
11067377,Inactive Investor,Sonja Klink,,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
9566909,,James Leder,,,jkleder@gmail.com,,List import
10887352,Inactive Investor,Kerrie Beene,Owner,Rooted Planning Group,kerrie@rootedpg.com,,Salesforce
10882580,Inactive Investor,Nadin Souders,Financial Advisor,Edward Jones Montrose CO 303 N 1st St,nadin.souders@edwardjones.com,,Salesforce
11259907,Inactive Investor,Timothy Geiling,Asset Management Intern,Davenport & Company LLC Williamsburg VA 5400 Discovery Park Blvd,,,Salesforce
11184954,Inactive Investor,Brandon Devries,,"Truist Investment Services, Inc. Pensacola FL 220 W Garden St",brandon.devries@truist.com,,Salesforce
10786426,Inactive Investor,Thomas Sweeney,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.sweeney@fidelity.com,,Salesforce
117233,,Ronald Staebell,Senior Financial Services Representative,"Principal Securities, Inc.",staebell.ron@principal.com,605-331-2908,
9618645,,Timothy Davies,,,t@holon.investments,,List import
9612359,,Daniel Craig,,,dcraig@intrinsicedge.com,,List import
10955113,Inactive Investor,Hannock Ngoma,Premier Banker,"Wells Fargo Clearing Services, LLC Virginia Beach VA 1608 Laskin Rd",,,Salesforce
10869217,Inactive Investor,Christy Hansard,,"Raymond James Financial Services, Inc. Atlanta GA 3350 Riverwood Pkwy SE",christy.hansard@raymondjames.com,,Salesforce
10611571,,Michael Feinstein,Financial Advisor,,michael.2.feinstein@ampf.com,,List Import
9640426,,Yann Lecoz,,,yann.lecoz@cnp.fr,,List import
9615855,,Lisa Washington,,,leeleew11@aol.com,,List import
10982418,Inactive Investor,Patrick Campion,,"Prudential Annuities Distributors, Inc Littleton CO 9635 Silverberry Cir",pat.campion@prudential.com,,Salesforce
10762040,Inactive Investor,Janet Waller,Portfolio Associate,Morgan Stanley Irvine CA 1901 Main St,janet.waller@morganstanley.com,,Salesforce
11116429,Inactive Investor,Cody Vogel,Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
11102967,Inactive Investor,Kimberle Dyer,,"J.W. Cole Financial, Inc. Glendale AZ 7055 W Bell Rd",,,Salesforce
11134733,Inactive Investor,Allison Brunst,Client Relationship Specialist,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",,,Salesforce
9637699,,Jill Andy,,,jandy@amica.com,,List import
9551100,,Niklas Roehling,,,nroehling@dkpartners.com,,List import
11175457,Inactive Investor,Wendy Mitchell,Financial Advisor,"Ameriprise Financial Services, LLC Saint Joseph MI 505 Pleasant St",wendy.mitchell@ampf.com,,Salesforce
10923233,Inactive Investor,John Metz,,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,john.metz@primerica.com,,Salesforce
10912082,Inactive Investor,Maria Valadao,,J.P. Morgan Securities LLC Turlock CA 2091 Geer Rd,maria.valadao@jpmorgan.com,,Salesforce
10856832,Inactive Investor,Anthony Spell,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,tony.spell.lo0w@statefarm.com,,Salesforce
10991502,Inactive Investor,Michael Freemyer,,State Farm VP Management Corp. Clarksville TN 1289 Northfield Dr,,,Salesforce
11158005,Inactive Investor,Tyler Marceau,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",tyler.marceau@ampf.com,,Salesforce
11095756,Inactive Investor,Gregory Walsh,,"Greenbridge Investment Management, LLC",,,Salesforce
11198401,Inactive Investor,Steven Hays,President;Principal Advisor,TIAS Planners,,,Salesforce
11100727,Inactive Investor,Nicklaus Judkins,,"Raymond James Financial Services, Inc. Seattle WA 2928 Westlake Ave N",nick.judkins@raymondjames.com,,Salesforce
9608707,,qian xiong,,,qian.xiong@blockin.com,,List import
11122581,Inactive Investor,Denise Gear,,"Truist Investment Services, Inc. Bowie MD 16410 Heritage Blvd",denise.gear@truist.com,,Salesforce
9566201,,John Otradovec -,,,options1932@gmail.com,,List import
10974126,Inactive Investor,Chris Markerson,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,chris.markerson.ts68@statefarm.com,,Salesforce
10618221,,Joshua Strauss,,,josh@pekinsinger.com,,List Import
10903350,Inactive Investor,Nicholas Vangeest,,"First Heartland Capital, Inc. Newaygo MI 300 Adams St",,,Salesforce
9565136,,Julia Smith,,,julia.smith@voyafa.com,,List import
10849140,Inactive Investor,Scott Brischke,Financial Advisor;Founding Partner;Managing Member;Regulatory Contact,True Financial Group,scott@truefg.com,,Salesforce
156362,,john McCrea,,[Unknown],john@emccrea.com,,
10617114,,Larry Chambers,,,larry.w.chambers@ampf.com,,List Import
9564191,,Andrew Barile,,,andrew.barile@lfg.com,,List import
82285,,Dale Robl,Wealth Manager,"Royal Alliance Associates, Inc.",drobl@royalaa.com,715-839-1006,
9613536,,Mikael Klint,,,mikael.klint@gmail.com,,List import
11061309,Inactive Investor,Michelle Pereira,,Santander Securities LLC East Brunswick NJ 455 Old Bridge Tpke,michelle.pereira@santander.us,,Salesforce
11188973,Inactive Investor,Allen Heffler,,"Equitable Advisors, LLC Dresher PA Private Residence",allen.heffler@equitable.com,,Salesforce
10778430,Inactive Investor,Von R Jaymes,,Cetera Advisor Networks LLC Shippensburg PA 77 E King St,jaymesv@ceteranetworks.com,,Salesforce
11160584,Inactive Investor,Christian Laase,,"Brokers International Financial Services, LLC. Peachtree City GA Private Residence",claase@brokersifs.com,,Salesforce
11190313,Inactive Investor,Walter Loin,Associate Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",walter.2.loin@ampf.com,,Salesforce
9951726,,LeRoy Puckett,,Overcomers,leroypuckett99@gmail.com,317-599-0364,Web Form Fillout
9606571,,bill rosenberg,,,bill@wbrcs.com,,List import
10839152,Inactive Investor,Daniel Toll,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",daniel.toll@rbc.com,,Salesforce
216554,,Jorge Costa,,[Unknown],jormigcosta@gmail.com,,Event
9644933,,Brandon Elsasser,,,belsasser@victoriacapital.us,,List import
230842,, -,,[[Unknown]],umeshrm1987@gmail.com,,Paid Search
10656505,,Elizabeth Wendt,,,elizabeth.wendt@lpl.com,,List Import
11130498,Inactive Investor,Cole Bradley,,"Sanford C. Bernstein & Co., LLC",cole.bradley@bernstein.com,,Salesforce
9626122,,grechlydia966@gmail.com Grech,,,grechlydia966@gmail.com,,List import
10793748,Inactive Investor,Frank Fazio,,Deutsche Bank Securities Inc.,frank@deutschewealth.com,,Salesforce
10794198,Inactive Investor,Bradley Kamman,Senior Vice President - Wealth Management,"RFG Advisory, LLC Birmingham AL 1100 Corporate Dr",bkamman@rfgadvisory.com,,Salesforce
10774133,Inactive Investor,Jeffrey Sharp,,"M Holdings Securities, Inc. Omaha NE 11516 Miracle Hills Dr",jeffrey.sharp@mfin.com,,Salesforce
10874420,Inactive Investor,Robert Wachendorf,Member,Black & White Investment Management LLC,,,Salesforce
10659119,,Fabricia Gibler,,,fabricia.gibler@chase.com,,List Import
9631592,,Jeremy Tan,,,jtan@rally.io,,List import
11159548,Inactive Investor,Olga Bragina,,"Bessemer Investor Services, Inc.",bragina@bessemer.com,,Salesforce
11062413,Inactive Investor,Lance Scott,Chief Compliance Officer;Founder;President;Wealth Advisor,"Bay Harbor Wealth Management, LLC",lance@bayharborwealth.com,,Salesforce
9592299,,Ezra Walker,,,ezrawalker33@gmail.com,,List import
10620080,,Ravin Williams,,,rwilliams@oldsecond.com,,List Import
9571479,,Tim West,,,timw1915@gmail.com,,List import
11049365,Inactive Investor,Matthew Bagley,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",bagleym@stifel.com,,Salesforce
29066,,James Tompkins,"Managing Member, Chief Compliance Officer",Tompkins & Co.,james.tompkins@yahoo.com,303-804-0339,Manual List Upload
11233760,Inactive Investor,Tavion Yorke-Goins,,Fidelity Brokerage Services LLC,,,Salesforce
11041117,Inactive Investor,Roxana Arias,,J.P. Morgan Securities LLC Chicago IL 4730 W 79th St,roxana.i.arias@chase.com,,Salesforce
207213,,Anthony Trifero,,[Unknown],amtrifero@gmail.com,,
10944203,Inactive Investor,Kimberly Simon,,"Avantax Investment Services, Inc. Beaumont TX 3440 Eastex Fwy",,,Salesforce
9594885,,Gil Orbach,,,gil.orbach@integraga.com,,List import
11152229,Inactive Investor,Corey Putchel,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11148199,Inactive Investor,Arnold Hudson,,"Next Financial Group, Inc. Woodland Hills CA 5959 Topanga Canyon Blvd",lhudson@nextfinancial.com,,Salesforce
11222881,,James Todd,,,jim.todd@merceradvisors.com,,List Import
10868331,Inactive Investor,Summer Diaz,Private Wealth Advisor,"Ameriprise Financial Services, LLC Miami FL 8390 SW 72nd Ave",summer.b.diaz@ampf.com,,Salesforce
10994798,Inactive Investor,Belinda Demuth,,J.P. Morgan Securities LLC Chesterland OH 12644 W Geauga Plz,belinda.demuth@jpmorgan.com,,Salesforce
11123248,Inactive Investor,Richard Mireles,Vice President,"Independent Financial Group, LLC",,,Salesforce
10775116,Inactive Investor,Leslie Wicker,Financial Advisor;Financial Planning Specialist,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,dale.wicker@morganstanley.com,,Salesforce
10925698,Inactive Investor,Alexis Burd,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,alexis.burd@primerica.com,,Salesforce
10889870,Inactive Investor,Joseph Petrillo,,"Garden State Securities, Inc.",jpetrillo@gardenstatesecurities.com,,Salesforce
10884274,Inactive Investor,Trever Kuipers,,"Raymond James Financial Services, Inc. Bloomington IL 2306 E Washington St",trever.kuipers@raymondjames.com,,Salesforce
11140660,Inactive Investor,Joshua Irwin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jirwin2@ml.com,,Salesforce
10927714,Inactive Investor,Shalayna Mcsweeney,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
6714958,,saem abu,,,biplobkhan7011@gmail.com,,Web form fillout
9581715,,Matthew Lombardi,,,mlombardi@tinicum.com,,List import
10788132,Inactive Investor,Timothy Kohn,Senior Wealth Advisor;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",tim.kohn@schwab.com,,Salesforce
10973490,Inactive Investor,Karie Altvare,,J.P. Morgan Securities LLC Melbourne FL 115 Palm Bay Rd NE,karie.altvare@jpmorgan.com,,Salesforce
9589545,,Justin Dodson,,,justin.dodson@jpkingassociates.com,,List import
10932865,Inactive Investor,Bradford Newitt,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC East Lansing MI 4660 S Hagadorn Rd",bradford.newitt@tiaa.org,,Salesforce
10919327,Inactive Investor,Lawrence Hesse,Financial Advisor,LPL Financial LLC Topeka KS 6540 SW 10th Ave,larry.hesse@lpl.com,,Salesforce
10851215,Inactive Investor,Michael Mildbrandt,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,michaelmildbrandt.team@fidelity.com,,Salesforce
66897,,Cooper Smith,,"MML Investors Services, LLC",coopersmith@financialguide.com,901-322-0291,
10599032,,Amer Rathore,,,amer.rathore@gmail.com,4049313235,Web Form Fillout
10809600,Inactive Investor,Curt Knapp,,Kovack Securities Inc. Pompano Beach FL 7525 NW 61st Ter,curt@kovacksecurities.com,,Salesforce
10899163,Inactive Investor,David Selden,Financial Advisor,LPL Financial LLC Forked River NJ 929 Lacey Rd,david.selden@lpl.com,,Salesforce
10848036,Inactive Investor,Bruce Coughlin,Financial Advisor,"Voya Financial Advisors, Inc. Wellesley Hills MA 36 Washington St",bruce.coughlin@voyafa.com,,Salesforce
10486639,,Angelyn Russell,Financial Advisor,"Wells Fargo Clearing Services, LLC",angelyn.russell@wellsfargoadvisors.com,,List Import
11150904,Inactive Investor,Boyd Sorem,Financial Advisor,LPL Financial LLC Scottsdale AZ 8687 E Via de Ventura,b.sorem@lpl.com,,Salesforce
11184959,Inactive Investor,Joshua Morgan,Investment Advisor Representative,Momentum Independent Network Inc. Oklahoma City OK 8100 N May Ave,joshua.morgan@momentumin.com,,Salesforce
10840349,Inactive Investor,Christopher Imbach,Investment Advisor,Founders Financial Securities LLC Pikesville MD 3 Church Ln,,,Salesforce
63690,,James Kaplan,President And Chief Executive Officer,"Kb Financial Partners, Llc",jkaplan@kbfcllc.com, +1 732 903 3323,Manual List Upload
10884770,Inactive Investor,Michael Chandler,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",keith.chandler@cunamutual.com,,Salesforce
11104739,Inactive Investor,William Greathouse,Financial Advisor,"Ameriprise Financial Services, LLC Winston Salem NC 2734 Henning Dr",skip.greathouse@ampf.com,,Salesforce
11060373,Inactive Investor,David Coulter,,LPL Financial LLC Greensboro NC 1010 N Elm St,david.l.coulter@lpl.com,,Salesforce
10811808,Inactive Investor,Michael Hering,Regional Leader,PFS Investments Inc. Meridian ID 1530 W State St,michael.hering@primerica.com,,Salesforce
10891701,Inactive Investor,Alexandra Anderson,,State Farm VP Management Corp. Santa Clara CA 980 El Camino Real,,,Salesforce
26441,,Marc Michael Blatter,Chief Financial Officer & Chief Compliance Officer,"Gates Capital Management, Inc.",mblatter@gatescap.com,1-212-626-1421,Manual List Upload
11171199,Inactive Investor,Armand Spilmann,,Citigroup Global Markets Inc.,,,Salesforce
11094999,Inactive Investor,Michael Smith,Partner;President;Senior Wealth Advisor,"Avidian Wealth Solutions, LLC",michaelsmith@avidianwealth.com,,Salesforce
11177100,Inactive Investor,Gail Bivens-Rose,Director,Robert W. Baird & Co. Incorporated Sioux City IA 302 Jones St,gbivensrose@rwbaird.com,,Salesforce
235004,, -,,[[Unknown]],soheylsadeghi17@gmail.com,,
9636523,,Caroline Marull,,,cmarull@macquarie.com.au,,List import
73122,,Cyrus Hormazdi,"Chief Compliance Officer, Managing Director And Investment Committee Member",Gcp Capital Partners Llc,chormazdi@gcpcapital.com,212-894-0600,Manual List Upload
223208,,Mariano Avalos,N/A,N/A,marianoavalos1997@outlook.com,,Manual List Upload
11034060,Inactive Investor,Blake Chase,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,blake.chase@fidelity.com,,Salesforce
10927152,Inactive Investor,Thomas Danco,,"The Leaders Group, Inc.",,,Salesforce
10982654,Inactive Investor,Traci Lind,,"Equity Services, Inc. Babylon NY 400 W Main St",tlind@nationallife.com,,Salesforce
10912636,Inactive Investor,Douglas McGurn,,Janney Montgomery Scott LLC Lemoyne PA 20 Erford Rd,douglas.mcgurn@ml.com,,Salesforce
10615793,,Nino Lekarczyk,,,nino.lekarczyk@jpmorgan.com,,List Import
11153186,Inactive Investor,Paul Heffelfinger,,"Raymond James Financial Services, Inc. York PA 1240 Woodberry Rd",paul.heffelfinger@raymondjames.com,,Salesforce
10979228,Inactive Investor,Cheng-Long Yeh,,Goldman Sachs & Co.,chenglong.yeh@gs.com,,Salesforce
11077381,Inactive Investor,Michael Jones,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",michael.jones@schwab.com,,Salesforce
11193475,Inactive Investor,Mark Celentano,,J.P. Morgan Securities LLC Gilbert AZ 3231 E Pecos Rd,mark.celentano@jpmorgan.com,,Salesforce
9627253,,Andres Bascumbe,,,abascumbe@gmail.com,,List import
10757187,Inactive Investor,David Drea,Financial Advisor,Morgan Stanley Conshohocken PA 100 Front St,david.drea@morganstanley.com,,Salesforce
154922,,Alex Taylor,,[Unknown],alexander.taylor03@gmail.com,,Organic Search
9542676,,Jose Camacho,,,jcamacho@grupocammedi.com,,List import
11193719,Inactive Investor,James Moore,,Edward Jones Fort Worth TX 2800 S Hulen St,,,Salesforce
10933963,Inactive Investor,Job Joseph,,"Farmers Financial Solutions, LLC Morton Grove IL 9138 Waukegan Rd",jjoseph@farmersagent.com,,Salesforce
10614033,,John Moran,"Financial Advisor, First Vice President",,john.f.moran@wellsfargoadvisors.com,,List Import
370993,,Andrew Cooley,,United States,acools24@gmail.com,,Salesforce
373747,,Danny Morel,,[Unknown],dannymorel@me.com,,source
10775247,Inactive Investor,Paul Novak,,"CliftonLarsonAllen Wealth Advisors, LLC",paul.novak@claconnect.com,,Salesforce
10814023,Inactive Investor,Joseph Recker,,State Farm VP Management Corp. Sikeston MO 114 N Ingram Rd,,,Salesforce
10807478,Inactive Investor,David Watts,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,david.watts@ubs.com,,Salesforce
171337,,Simin Waldron,,[Unknown],streetsimon@me.com,,
11212523,Inactive Investor,Pamela Mitchell,Senior Vice President,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",pam.mitchell@raymondjames.com,,Salesforce
10988985,Inactive Investor,Heather Shiver,,"MML Investors Services, LLC Tallahassee FL 3233 Thomasville Rd",,,Salesforce
9596424,,Christina Elam,,,christina.elam@stewardpartners.com,,List import
10776224,Inactive Investor,Judith Taras,Financial Advisor;Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",chrisann.taras@rbc.com,,Salesforce
11088003,Inactive Investor,Bretina Deanda,Registered Client Service Associate,"Ameriprise Financial Services, LLC Yuma AZ 3150 S Catalina Dr",,,Salesforce
10966449,Inactive Investor,Randell Garrett,,LPL Financial LLC Sikeston MO 124 E Center St,randell.garrett@lpl.com,,Salesforce
10866177,Inactive Investor,Zachary Bereznak,Vice President,Neuberger Berman BD LLC,zb@nb.com,,Salesforce
11095586,Inactive Investor,Thomas Shaw,Financial Advisor;Senior Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,thomas.shaw@morganstanley.com,,Salesforce
10937243,Inactive Investor,Liliana Kaufmann,,"Sanctuary Securities, Inc.",lkaufmann@sanctuarywealth.com,,Salesforce
11080577,Inactive Investor,Nicholas Gilliland,,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",,,Salesforce
10813893,Inactive Investor,Kevin Krause,Private Client Advisor,J.P. Morgan Securities LLC Schaumburg IL 1084 S Roselle Rd,kevin.r.krause@jpmorgan.com,,Salesforce
9641523,,G.Thomas Damasco,,,gtdamasco@gmail.com,,List import
11007597,Inactive Investor,Michael Riedel,Investment Products Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11068046,Inactive Investor,Nancy Holloway,,"Wells Fargo Advisors Financial Network, LLC Metairie LA 433 Metairie Rd",nancy.holloway@wfafinet.com,,Salesforce
9613296,,Brittany Smith,,,brittanysmith0530@icloud.com,,List import
10762288,Inactive Investor,Whitney Keith,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",whitney_keith@ml.com,,Salesforce
11057476,Inactive Investor,Rachael McKellar,Relationship Manager,"Principal Securities, Inc. Ada MI Private Residence",mckellar.rachael@principal.com,,Salesforce
11149045,Inactive Investor,Anthony Puca,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,anthony.puca@fmr.com,,Salesforce
10898592,Inactive Investor,Brandy Bailey,,"Wells Fargo Clearing Services, LLC Redding CA 1515 Pine St",brandy.bailey@wellsfargoadvisors.com,,Salesforce
11123903,Inactive Investor,Chad Vandenbusch,First Vice President;Vice President,Wintrust Investments LLC Appleton WI 200 E Washington St,cvandenbusch@wintrustwealth.com,,Salesforce
11033150,Inactive Investor,William Koehler,Financial Consultant,"Charles Schwab & Co., Inc. Mequon WI 11309 N Port Washington Rd",,,Salesforce
11063320,Inactive Investor,Bradley Sanders,,LPL Financial LLC Rockland MA 288 Union St,bradley.sanders@lpl.com,,Salesforce
10851191,Inactive Investor,Eric Kuncl,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10856972,Inactive Investor,Jonathan Catlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",jon.catlin@wellsfargoadvisors.com,,Salesforce
11030017,Inactive Investor,Stephen Ross,,"TradeWinds, LLC",,,Salesforce
11110404,Inactive Investor,Patrick Sweeny,Chief Executive Officer;Manager;Member;Principal;Regulatory Contact,Apella Wealth,psweeny@apellacapital.com,,Salesforce
5100108,,Brandon Fluegel,,Synchronicity,bfluegel@synchronicityinvestments.com,3123750947,Web Form Fillout
11172949,Inactive Investor,Merlin Frankis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,merlin.frankis@fidelity.com,,Salesforce
11088034,Inactive Investor,Ross Davis,,"Raymond James Financial Services, Inc. Ocala FL 201 SW 2nd St",ross.davis@raymondjames.com,,Salesforce
371121,,STEPHEN7 BLISS,,United States,blisssm@aol.com,,Salesforce
11180248,Inactive Investor,Helen Redfield,Director;Executive Vice President;Secretary;Vice President - Operations,"Asset Management Group, Inc.",,,Salesforce
11167888,Inactive Investor,Larranne Wood,,"Truist Investment Services, Inc. Roanoke VA 4110 Brambleton Ave",,,Salesforce
9567623,,Daniel Williams,,,dw2008@hotmail.com,,List import
11121759,Inactive Investor,Andrew Cutler,Financial Consultant,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10991961,Inactive Investor,Serena Munn,,Edward Jones Cordele GA 1301 Greer St,,,Salesforce
10596159,,Jonathon Sanning,Chief Development Officer,Capstone Financial,wsanning@capstonefn.com,4049261375,Web Form Fillout
10924287,Inactive Investor,Nan Pendleton,Financial Advisor,Robert W. Baird & Co. Incorporated Portland ME 129 Middle St,npendleton@rwbaird.com,,Salesforce
79548,,Won kyu Shin,,South Korea,dnkacer@gmail.com,,
10830327,Inactive Investor,Michael Waxberg,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",mike.waxberg@nm.com,,Salesforce
10879146,Inactive Investor,Joshua Clark,,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
11218699,,Renaud Caumartin,,,rcaumartin@pressprich.com,,Other
10904661,Inactive Investor,Karell Diaz,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",,,Salesforce
10938690,Inactive Investor,Paul Rogacki,,"Allstate Financial Services, LLC Northville MI 414 N Center St",paulrogacki@allstate.com,,Salesforce
11199931,Inactive Investor,Tyler Schalch,Chief Investment Officer;Financial Advisor,"FPC Investment Advisory, Inc.",tyler@fpcwealth.com,,Salesforce
11108263,Inactive Investor,Raffaele DeGruttola,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",raffaele.degruttola@ml.com,,Salesforce
11044171,Inactive Investor,Kyle Graham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10911706,Inactive Investor,Matthew Bregozzo,,Cetera Advisors LLC San Diego CA 655 W Broadway,matthew.bregozzo@cetera.com,,Salesforce
11209156,Inactive Investor,Christine Beschen,,"American Portfolios Financial Services, Inc. Bala Cynwyd PA 1 Bala Plz",cbeschen@americanportfolios.com,,Salesforce
10615713,,Theodore Sinal,,,sinalt@stifel.com,,List Import
11031961,Inactive Investor,Dong Hoon Lee,,"Robinhood Financial, LLC Denver CO 2373 15th St",,,Salesforce
5894170,,Dean Berry,,,dean@hchoo.com,,Web Form Fillout
9608252,,Ishwo Raj,,,ishwo_rai@hotmail.com,,List import
9638709,,Raymond Bartlett,,,rbartlett@central.uh.edu,,List import
11070667,Inactive Investor,Michael Parham,,"U.S. Bancorp Investments, Inc. Kansas City MO 120 W 12th St",,,Salesforce
11255405,Inactive Investor,Christopher Dicostanzo,Portfolio Manager;Research Analyst,Penbrook Management LLC,cdicostanzo@penbrookllc.com,,Salesforce
9589621,,Stephen Rowe,,,srowe@arlingtonfamilyoffices.com,,List import
351177,,Elizabeth Diaz,Senior Financial Specialist,Ehlers,ediaz@ehlers-inc.com,800-717-9742,Manual List Upload
156361,,David Duncan,,[Unknown],duninski1961@gmail.com,,
9634852,,Jim Collins,,,jcollins@bluerockwm.com,,List import
11006551,Inactive Investor,Bradley Hamblin,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,bradley_hamblin@vanguard.com,,Salesforce
11193561,Inactive Investor,Kathy Vondergoltz,Senior Registered Associate,Morgan Stanley Del Rio TX 166 Century Way,kathy.vondergoltz@morganstanley.com,,Salesforce
11181173,Inactive Investor,Katherine Wells,Financial Advisor,Edward Jones Petaluma CA 1301 Redwood Way,katherine.wells@edwardjones.com,,Salesforce
10816879,Inactive Investor,Les Campbell,,Morgan Stanley Boca Raton FL 595 S Federal Hwy,,,Salesforce
11064984,Inactive Investor,Jonathan Plail,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",jonathan.plail@raymondjames.com,,Salesforce
11029516,Inactive Investor,Joel Leyden,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Winner SD 214 E 2nd St",joel.a.leyden@ampf.com,,Salesforce
237604,, -,,[[Unknown]],875694729@qq.com,,
240489,,Stuart Blumenthal,MD,Nuveen,stuart.blumenthal@nuveen.com,,Event
11106410,Inactive Investor,Douglass Belt,,"Cambridge Investment Research, Inc. Madison WI 2921 Landmark Pl",,,Salesforce
338172,,Jennifer Barbetta,Chief Operating Officer,"Starwood Capital Group Management, L.l.c.",jbarbetta@starwood.com,305-695-5500,Manual List Upload
10960296,Inactive Investor,Jimin Kim,,PFS Investments Inc. Chantilly VA 4455 Brookfield Corporate Dr,jimin.kim@primerica.com,,Salesforce
10970177,Inactive Investor,Sameer Khan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10842566,Inactive Investor,David Middleton,Chief Compliance Officer;Managing Director;Principal,MMHP Investment Advisors,dmiddleton@mmhpinvest.com,,Salesforce
232280,, -,,[Unknown],dmh5182@gmail.com,,
119571,,Holly-Anne Fournier,"President, Regulatory Contact",Mutual Fund Strategist Ltd.,holly@mutualfundstrategist.com,,
10860000,Inactive Investor,Scott Tank,Senior Financial Advisor;Vice President,"Associated Investment Services, Inc. Stevens Point WI 1325 Church St",scott.tank@associatedbank.com,,Salesforce
9594418,,David Merrell,,,dmerrell@tbhglobalasset.com,,List import
10975606,Inactive Investor,Zachary Lending,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10644819,,Danielle Lara,,,danielle.lara@chase.com,,List Import
195617,,Hamid Sadeghi,,[Unknown],sadeghi_hr@yahoo.com,,source
10987053,Inactive Investor,John McConkie,Wealth Advisor,OneDigital Investment Advisors Midvale UT 6967 S River Gate Dr,,,Salesforce
11062153,Inactive Investor,Rita Sweiss,,LPL Financial LLC Orland Park IL 8400 W 159th St,rita.sweiss@lpl.com,,Salesforce
9641168,,Jacob Martinez,,,jacobmjmartinez@aol.com,,List import
11106597,Inactive Investor,Nicholas Urrutia,Financial Advisor;Portfolio Manager,Morgan Stanley Sarasota FL 2 N Tamiami Trl,nicholas.urrutia@morganstanley.com,,Salesforce
11099858,Inactive Investor,Ethan Cabading,Investment Consultant,"Charles Schwab & Co., Inc. Eugene OR 975 Oak St",,,Salesforce
10967067,Inactive Investor,Eliel Alonso,,"Wells Fargo Clearing Services, LLC Tampa FL 6298 W Waters Ave",,,Salesforce
334545,,James Liberty,Operating Executive,Fulham & Co,jliberty@trombetta.com,781-235-2266,Manual List Upload
10859771,Inactive Investor,David Joye,,"Osaic Wealth, Inc. Matthews NC 646 Matthews Mint Hill Rd",,,Salesforce
11111611,Inactive Investor,Candace Collins-Finley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",candace.collins-finley@ml.com,,Salesforce
370322,,David Marshall,,United States,david.a.marshall@me.com,,Salesforce
9594675,,Philip Corcoran,,,pcorcoran@savantcapital.com,,List import
10766959,Inactive Investor,Allan Gardner,Financial Advisor;Portfolio Manager;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",allan.gardner@wfadvisors.com,,Salesforce
10961344,Inactive Investor,Akram Hassan,Chief Compliance Officer;Financial Advisor;Owner,"Regista Financial Strategies, LLC",akramhassan@registafinancialstrategies.com,,Salesforce
10754497,Inactive Investor,Stuart Perlmutter,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",stuart.perlmutter@rbc.com,,Salesforce
10784322,Inactive Investor,Daniel Weisman,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.weisman@jpmorgan.com,,Salesforce
10728396,,Paschalis Bouchoris,,,paschalis@atlascap.io,,Web Form Fillout
11034441,Inactive Investor,Scott Wandschneider,,"Principal Securities, Inc.",wandschneider.scott@principal.com,,Salesforce
10936404,Inactive Investor,Robert Arendall,Shareholder;Vice President,"Mitchell, McLeod, Pugh & Williams, Inc.",robert@mmpw.com,,Salesforce
10696030,,Blake Daniel,,BNY Mellon Investment Management,blakepdaniel@gmail.com,,List Import
11218867,,John Szalay,,,jszalay@aam.us.com,,Other
11042757,Inactive Investor,Kelly Phillips,,"Farmers Financial Solutions, LLC Denton TX 1014 N Elm St",kphillips1@farmersagent.com,,Salesforce
11109373,Inactive Investor,Jeffrey Deren,,"Principal Securities, Inc.",,,Salesforce
11110803,Inactive Investor,Bernadette Kim,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Edinburg TX 2617 W Trenton Rd",bernadette.kim@tfaconnect.com,,Salesforce
10902103,Inactive Investor,Eric Sajdak,Owner;Partner;Regulatory Contact,Safeguard Wealth Management,eric@safeguardinvest.com,,Salesforce
10604221,,Dimitri Evan Karzis,CHAIRMAN COO,VLCC/P.M.S.Y./J.M.U.O. P.E./H.F.,dimitrievankarzis@gmail.com,#ERROR!,List Import
11211343,Inactive Investor,Melissa Orahulio,,"Wells Fargo Clearing Services, LLC Escondido CA 1809 S Centre City Pkwy",,,Salesforce
11189197,Inactive Investor,Christopher Dobrinska,,J.P. Morgan Securities LLC Corona CA 7042 Archibald St,christopher.m.dobrinska@jpmorgan.com,,Salesforce
10782133,Inactive Investor,Shannon Boggs,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MO 1630 E Bradford Pkwy",shannon.l.boggs@ml.com,,Salesforce
11034786,Inactive Investor,Edward Ostrowski,,Fidelity Brokerage Services LLC,,,Salesforce
372411,,siyuan ji,,United States,413874866@qq.com,,Salesforce
9645291,,Ali Akhmatov,,,ali@blockforcecapital.com,,List import
11053745,Inactive Investor,Lisa Sain,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
110020,,Mauro Valotto Junior,,Self employed,mauro.valotto@gmail.com,5.549E+12,Direct
10814643,Inactive Investor,Ahmed Joumaa,Senior Wealth Advisor,Citigroup Global Markets Inc. Chicago IL 1 E Oak St,ahmed.joumaa@citi.com,,Salesforce
11160422,Inactive Investor,Beth Santillan,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,beth.santillan.r1vo@statefarm.com,,Salesforce
9555257,,Peter Mulholland,,,pmulholland@essexprivate.com,,List import
9573706,,Thomas Spadaccini,,,tspadaccini@corbincapital.com,,List import
9544001,,Boris Twersky,,,btwersky@mlp.com,,List import
9588965,,Weerayut Teja,,,teja.weerayut@gmail.com,,List import
10911682,Inactive Investor,Erika Pineda,Private Client Financial Advisor,J.P. Morgan Securities LLC Houston TX 5207 Airline Dr,,,Salesforce
9631674,,J Perna,,,junkpaterj@gmail.com,,List import
11150114,Inactive Investor,Paul Fernandes,Client Relationship Manager;Vice President,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,pfernandes@rockco.com,,Salesforce
10787682,Inactive Investor,Brandan Williams,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",bwilliams@truist.com,,Salesforce
10848614,Inactive Investor,Karen Seidl,,PFS Investments Inc. West Des Moines IA 1000 73rd St,karen.seidl@primerica.com,,Salesforce
10794726,Inactive Investor,Amy Fang,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",amy_fang@ml.com,,Salesforce
11000115,Inactive Investor,Nik Petrika,,J.P. Morgan Securities LLC,nik.petrika@jpmorgan.com,,Salesforce
10488190,,Charles Baker,"Director - Alternative Investments, Financial Advisor, Senior Portfolio Manager, Vice President",Morgan Stanley,thomas.baker@morganstanley.com,,List Import
10817379,Inactive Investor,Matthew Megargel,Clerk;Director;Partner;Senior Vice President,"S & Co., Inc.",,,Salesforce
1004290,Inactive Investor,Ryan Donovan,,Ryan Donovan,rdonovan6621@gmail.com,,3rd Party Lead Gen
11022282,Inactive Investor,Claude Devillers,Financial Advisor,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",cdevillers@financialguide.com,,Salesforce
9557830,,Brian Goebel,,,brian@pettinga.com,,List import
10612368,,Sebastian Maruca,"Financial Advisor, Investment Advisor Representative",,jmaruca@hotmail.com,,List Import
11058919,Inactive Investor,Andrew Antinori,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,andrew.antinori@fidelity.com,,Salesforce
11036294,Inactive Investor,Jose Animas Luna,,J.P. Morgan Securities LLC New York NY 255 1st Ave,jose.animas-luna@jpmorgan.com,,Salesforce
11175281,Inactive Investor,Joseph Vaccarelli,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,jvaccarelli@ft.newyorklife.com,,Salesforce
10997961,Inactive Investor,Jared Kutz,,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",,,Salesforce
11110851,Inactive Investor,Brendan Schafer,,LifeMark Securities Corp. Valparaiso IN 2005 Valparaiso St,,,Salesforce
11091690,Inactive Investor,Arturo Ozuna,,J.P. Morgan Securities LLC Fort Worth TX 2001 Beach St,arturo.ozuna@jpmorgan.com,,Salesforce
9604822,,marvin otsuji,,,marvin.oitsuji@gmail.com,,List import
10891146,Inactive Investor,Alejandro Diez,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",alejandro.diez@ml.com,,Salesforce
10801681,Inactive Investor,Troy Charters,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Terre Haute IN 401 Wabash Ave,troy.t.charters@morganstanley.com,,Salesforce
11180257,Inactive Investor,Victor Soto Anselmi,Chief Compliance Officer;President,Trust Beyond Corp,,,Salesforce
10776946,Inactive Investor,Charles Eisenmann,Financial Advisor,LPL Financial LLC Louisville KY 2612 Flat Rock Rd,charles.eisenmann@lpl.com,,Salesforce
9571644,,Victor Dupuis,,,vdupuis@massmutual.com,,List import
11194573,Inactive Investor,Aaron Schneider,,"Osaic Wealth, Inc. Medford WI 721 S 8th St",,,Salesforce
7254423,,YII SADY,,,fodere4524@loongwin.com,,Web Form Fillout
10854649,Inactive Investor,Julian Ossa,,"Truist Investment Services, Inc. Saint Petersburg FL 3601 34th St N",julian.ossa@truist.com,,Salesforce
9611218,,Chad Lasley,,,clasley189@gmail.com,,List import
11195097,Inactive Investor,Jennifer Laitinen,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",jennifer.laitinen@rbc.com,,Salesforce
11212465,Inactive Investor,Man So,,J.P. Morgan Securities LLC Brooklyn NY 6501 Fort Hamilton Pkwy,man.so@jpmorgan.com,,Salesforce
10924410,Inactive Investor,Adam Rosenthal,,"Farmers Financial Solutions, LLC Phoenix AZ 12251 N 32nd St",arosenthal@farmersagent.com,,Salesforce
11059967,Inactive Investor,Laura Lee,Associate Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,laura.lee@corient.com,,Salesforce
9572365,,Mbanefo Ikechukwu,,,emmanuelik15@gmail.com,,List import
11238957,Inactive Investor,Samuel Pond,,Carter Financial Management,spond@carterwealth.com,,Salesforce
231467,, -,,[[Unknown]],bergamo75@yahoo.it,,Organic Search
11231901,Inactive Investor,Matthew Kroeger,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11153116,Inactive Investor,Parker Scott,,UBS Financial Services Inc.,,,Salesforce
9600925,,Jessica Grosskopf,,,jessica.grosskopf@fiwealth.com,,List import
11102392,Inactive Investor,John Fawcett,Investment Advisor Representative;Partner,CPR Investments Inc,john.fawcett@cprinvestmentsinc.com,,Salesforce
10854156,Inactive Investor,Eleanor Mar,Associate Banker;Vice President,Citigroup Global Markets Inc. Costa Mesa CA 650 Town Center Dr,eleanor.mar@citi.com,,Salesforce
227862,, -,,[Unknown],dntjq3023@gmail.com,,
11092334,Inactive Investor,Justin Oberg,Financial Advisor,Edward Jones Peshtigo WI 616 French St,justin.oberg@edwardjones.com,,Salesforce
9643547,,Paul Sramek,,,sramekp@yahoo.com,,List import
9616603,,Darin Batchman,,,dbatchman@shiplp.com,,List import
10769932,Inactive Investor,James Beverley,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
238163,, -,,[[Unknown]],ramonamagnolia@gmail.com,,
10987422,Inactive Investor,Christine Kellogg,,"Frost Brokerage Services, Inc. Dallas TX 2950 N Harwood St",christine.kellogg@frostbank.com,,Salesforce
10906012,Inactive Investor,Aniz Virji,Owner,"ShariaPortfolio, Inc.",,,Salesforce
9628230,,Kathyrn Livermore,,,kathyrnlivermore1800@gmail.com,,List import
11045574,Inactive Investor,Joseph Stepanic,,"Osaic Wealth, Inc. Honolulu HI 615 Piikoi St",,,Salesforce
9586278,,Joshua Levy,,,joshua.levy@valic.com,,List import
10995763,Inactive Investor,Claudio Edington,Financial Investigator,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,claudio.edington@jpmorgan.com,,Salesforce
10775830,Inactive Investor,Matthew Marino,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,matthew.r.marino@jpmorgan.com,,Salesforce
10775887,Inactive Investor,Christopher Downey,Branch Manager,LPL Financial LLC Poughkeepsie NY 2645 South Rd,christopher.downey@lpl.com,,Salesforce
10900939,Inactive Investor,Troy Edwards,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",troy.edwards@ml.com,,Salesforce
10917598,Inactive Investor,Samuel Rothberg,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",sam.a.rothberg@ampf.com,,Salesforce
10998489,Inactive Investor,Francesca Muliawan,,"RBC Capital Markets, LLC",francesca.muliawan@rbccm.com,,Salesforce
11071054,Inactive Investor,Lindsay Degrazia,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,lindsay.degrazia@gs.com,,Salesforce
9583649,,Gene Stankowski,,,gstankowski@mpplplan.com,,List import
9570706,,Patrick Giordano,,,patrick.m.giordano@gmail.com,,List import
11200586,Inactive Investor,Roy Longanecker,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Cockeysville MD 303 International Cir,roy.a.longanecker@morganstanley.com,,Salesforce
9581403,,Daniel Duval,,,dduval@apexcreditpartners.com,,List import
10859891,Inactive Investor,Vincenzo Alomia,Financial Advisor,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",vincenzo.alomia@prudential.com,,Salesforce
10760815,Inactive Investor,Domenic Marinelli,Financial Advisor;Financial Planning Specialist;Managing Director - Wealth Management,Morgan Stanley Boston MA 28 State St,domenic.marinelli@morganstanley.com,,Salesforce
11123352,Inactive Investor,Alexander Maodus,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alexander_maodus@vanguard.com,,Salesforce
9636675,,Michael Deo,,,michael@jpwm.com,,List import
11113937,Inactive Investor,Meghan Donnelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mequon WI 1500 W Market St",,,Salesforce
10944677,Inactive Investor,Lane Fanto,Client Associate,"RBC Capital Markets, LLC Casper WY 200 S Center St",lane.fanto@rbc.com,,Salesforce
10839819,Inactive Investor,Victor Trebules,Financial Consultant;Managing Director,"Landolt Securities, Inc. Rockville MD Private Residence",,,Salesforce
11156294,Inactive Investor,Stephen Patton,Associate,Edward Jones Wilkesboro NC 1307 S Collegiate Dr,stephen.patton@edwardjones.com,,Salesforce
10823354,Inactive Investor,James Stanley,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",russell.stanley@wellsfargoadvisors.com,,Salesforce
9580518,,Martin Boldt-Christmas,,,martinboldtchristmas@gmail.com,,List import
11059473,Inactive Investor,Hector Rodriguez,,PFS Investments Inc. Sacramento CA 1787 Tribute Rd,hector.rodriguez@primerica.com,,Salesforce
10943812,Inactive Investor,Jason Camin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11088301,Inactive Investor,Maxine Awner,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",maxine_awner@ml.com,,Salesforce
10994727,Inactive Investor,Kristilyn Wilkinson,Financial Advisor,Harold Dance Investments,kristilyn@harolddance.com,,Salesforce
11002556,Inactive Investor,Adam Johnson,,"Raymond James Financial Services, Inc. Bellevue WA 2700 156th Ave NE",adam.l.johnson@raymondjames.com,,Salesforce
10901209,Inactive Investor,Jeffrey Elgan,Financial Advisor,Edward Jones Omaha NE 444 Regency Pkwy Dr,jeff.elgan@edwardjones.com,,Salesforce
10982661,Inactive Investor,Harvey Bailey,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,hbailey@primerica.com,,Salesforce
10850017,Inactive Investor,Robert Baumgartner,,"FBL Marketing Services, LLC Valders WI 106 E Wilson St",robert.baumgartner@fblfinancial.com,,Salesforce
10824810,Inactive Investor,Lisa Svensson,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,lisa.svensson@morganstanley.com,,Salesforce
11121384,Inactive Investor,Beverly Ross,,J.P. Morgan Securities LLC Indianapolis IN 601 N Shadeland Ave,beverly.j.ross@jpmorgan.com,,Salesforce
11114637,Inactive Investor,Sandy Dorson,,Cetera Advisor Networks LLC Columbia MO 303 N Stadium Blvd,sandy.dorson@ceterawealth.com,,Salesforce
11188514,Inactive Investor,Trent La Monica,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",trent.lamonica@ampf.com,,Salesforce
9546553,,Adam Ghahramani,,,adamgha@gmail.com,,List import
9571421,,David Cole,,,dcole@capitaladv.com,,List import
10951217,Inactive Investor,Steven Martin,,"Farmers Financial Solutions, LLC Lees Summit MO 821 NE Lakewood Blvd",,,Salesforce
10613499,,Nathan Berkoff,"Financial Advisor, Senior Vice President - Wealth Management",,nathan.berkoff@ubs.com,,List Import
10974327,Inactive Investor,Angela Pratt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11203963,Inactive Investor,Daniel Schmalhausen,,J.P. Morgan Securities LLC Houston TX 600 Travis St,daniel.schmalhausen@jpmorgan.com,,Salesforce
11119245,Inactive Investor,Lina Ma,,"Wells Fargo Clearing Services, LLC Sunnyvale CA 1241 S Mary Ave",lina.ma@wellsfargo.com,,Salesforce
9631564,,Denis SCHNEIDER,,,dschneider911@gmail.com,,List import
10947702,Inactive Investor,John Parrish,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10819708,Inactive Investor,Mario Guerra,Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11113568,Inactive Investor,Kevin Morin,,"The Investment Center, Inc. Groton CT 174 Bridge St",kmorin@investmentctr.com,,Salesforce
11075947,Inactive Investor,Brandon Cumba,Wealth Advisor,"Strata Wealth Advisors, LLC",bcumba@stratawealth.com,,Salesforce
10766348,Inactive Investor,Samuel Moroni,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,samuel.moroni@ubs.com,,Salesforce
11002244,Inactive Investor,Raven Moyal,,Mutual of America Securities LLC Walnut Creek CA 1646 N California Blvd,raven.ramos@mutualofamerica.com,,Salesforce
10988085,Inactive Investor,Jody Claypool,,"Osaic Institutions, Inc. Indiana PA 949 Philadelphia St",,,Salesforce
9581081,,Daniel Daniel Bayly,,,danielbayly@hotmail.com,,List import
10858064,Inactive Investor,Rennel Rodarmel,,"Allstate Financial Services, LLC Williamsport PA 921 Westminster Dr",rennelrodarmel@allstate.com,,Salesforce
9548877,,Daniel Poynot,,,danpoynot@ymail.com,,List import
11120377,Inactive Investor,Bryar Newbary,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 35 E 72nd St,,,Salesforce
11171133,Inactive Investor,Brandon Averill,Chief Compliance Officer;Partner;Regulatory Contact,"AWM Capital, LLC Los Angeles CA 612 S Broadway",,,Salesforce
11142139,Inactive Investor,Francis Gramlich,Risk Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1600 American Blvd",,,Salesforce
11208003,Inactive Investor,Carol Le,,"First Citizens Investor Services, Inc. Menlo Park CA 2770 Sand Hill Rd",carol.le@firstcitizens.com,,Salesforce
11164232,Inactive Investor,John Ward,First Vice President;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",jack.m.ward@ml.com,,Salesforce
223323,,Shuyue Jia,M.Phil. CS student,City University of Hong Kong,shuyuej@ieee.org,,
10839002,Inactive Investor,Laquela Barnett,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
10945369,Inactive Investor,Matthew Di Francesco,Managing Member;Principal,Highlift Financial,mdifrancesco@difranfc.com,,Salesforce
11084690,Inactive Investor,Theodore Sturges,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
10784492,Inactive Investor,Jeffrey Smith,Complex Manager;Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Cockeysville MD 40 Wight Ave,,,Salesforce
11203492,Inactive Investor,Sergio Mendoza,Financial Advisor,Thrivent Investment Management Inc. Jerome ID 117 W Main St,sergio.mendoza@thrivent.com,,Salesforce
10991917,Inactive Investor,Ryan Flore,,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",flore.ryan@principal.com,,Salesforce
11123608,Inactive Investor,Mireya D'Angelo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mireya.d-angelo@jpmorgan.com,,Salesforce
11172518,Inactive Investor,James Thompson,Advisor;Chief Compliance Officer;Manager;Owner,Value Wealth Management LLC,jim.thompson@valuewealthmanagement.com,,Salesforce
38658,,Sean Callinan,Senior Vice President,Fisher Investments,s.callinan@fi.com,,
11161506,Inactive Investor,Ronald Brieske,Associate,Thrivent Investment Management Inc. Tomah WI 1021 Superior Ave,ronald.brieske@thrivent.com,,Salesforce
10646712,,Oscar Moreno,,,oscar.moreno@thrivent.com,,List Import
371967,,Pasawich Wongpaitoonpiya,,Thailand,pasawichw@gmail.com,,Salesforce
110851,,john miller,,na,jmiller097@att.net,9372840945,
11012996,Inactive Investor,Matthew Wolczko,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",,,Salesforce
8116457,,Dan Miller,,,dmtoco@hotmail.com,,Web Form Fillout
11017502,Inactive Investor,Justin Clemmons,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11105876,Inactive Investor,Austin Greer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Franklin TN 6100 Tower Cir,austin.greer@ubs.com,,Salesforce
10765814,Inactive Investor,Seamus Monschein,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",seamus.monschein@rbc.com,,Salesforce
9597623,,Erik Rolle,,,erik.rolle@granitepartners-llc.com,,List import
11007271,Inactive Investor,Vong Cha,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,vongcha@primerica.com,,Salesforce
10659765,,Matthew Taylor,,,matthew.j.taylor@morganstanleypwm.com,,List Import
11181331,Inactive Investor,Mia Nakagawa,Financial Advisor,LPL Financial LLC Kailua Kona HI 75-1000 Henry St,mia.nakagawa@lpl.com,,Salesforce
11260442,Inactive Investor,Alice Gabidoulline,,Evercore Group L.L.C.,,,Salesforce
11018064,Inactive Investor,William Mclaughlin,,"Northwestern Mutual Investment Services, LLC Jacksonville IL 606 E State St",william.j.mclaughlin@nm.com,,Salesforce
11196795,Inactive Investor,Elaine Seaquist,,"Wells Fargo Clearing Services, LLC Tavares FL 350 E Burleigh Blvd",elaine.seaquist@wellsfargo.com,,Salesforce
191227,,Richard Reasoner,,ACG Wealth Inc.,rreasoner@acgwealth.com,404-893-4100,
146778,,Florent Coudyser,,[Unknown],fcoudyser@gmail.com,,Event
10820594,Inactive Investor,David Nethery,Financial Advisor,"Ameriprise Financial Services, LLC Richardson TX 2221 Lakeside Blvd",david.l.nethery@ampf.com,,Salesforce
10578616,,Shane Mostert,,,scmost1066@gmail.com,,Web Form Fillout
11092150,Inactive Investor,Anthony Xerri,Client Associate,"Wells Fargo Advisors Financial Network, LLC Morganville NJ 500 Campus Dr",,,Salesforce
9542296,,Ryan Conlogue,,,conlogue11@gmail.com,,List import
11218960,,David Loevner,,,dloevner@hlmnet.com,,Other
10800666,Inactive Investor,Meredith Parrish,Institutional Consultant;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,meredith.parrish@morganstanley.com,,Salesforce
11055624,Inactive Investor,John Larsen,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",jack.larsen@rbc.com,,Salesforce
10961387,Inactive Investor,Caralie Ferguson,Associate Financial Consultant,LPL Financial LLC Racine WI 6700 Washington Ave,caralie.ferguson@lpl.com,,Salesforce
10937357,Inactive Investor,Kelley Reed,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,kelley.reed.f28m@statefarm.com,,Salesforce
10776056,Inactive Investor,Philip Gottlick,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",philip_gottlick@ml.com,,Salesforce
11026760,Inactive Investor,Catherine Mason,,State Farm VP Management Corp. Clinton MS 402 Monroe St,cathy.mason.cbee@statefarm.com,,Salesforce
9644158,,Bernard Paternina,,,bpaternina@silvercrestgroup.com,,List import
10769689,Inactive Investor,Christopher Doyle,Financial Advisor,Edward Jones Rapid City SD 4200 Beach Dr,chris.doyle@edwardjones.com,,Salesforce
11044701,Inactive Investor,Christopher Lucas,,"Allstate Financial Services, LLC Bellmore NY 2666 Jerusalem Ave",christopherlucas@allstate.com,,Salesforce
10618472,,Robert Krebs,,,robert.krebs@wellsfargoadvisors.com,,List Import
11026043,Inactive Investor,Molly Wall,,"Northwestern Mutual Investment Services, LLC Jonesboro AR 3500 E Johnson Ave",molly.cook@nm.com,,Salesforce
10983404,Inactive Investor,Matthew Fox,Financial Advisor,LPL Financial LLC Lincoln NE 300 N 44th St,m.fox@lpl.com,,Salesforce
374789,Inactive Investor,Jim Agasar,,SEI Investments Company,jagasar@seic.com,,
8878349,,Mark Drescher,,,markdrescher123@gmail.com,,Web Form Fillout
10756896,Inactive Investor,Mark Mccracken,Wealth Management Associate,Morgan Stanley Evansville IN 1 Main St,mark.mccracken@morganstanley.com,,Salesforce
10920928,Inactive Investor,Andrea Arend,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 11200 Westheimer Rd",michelle.arend@tfaconnect.com,,Salesforce
373539,,John Hock,,[Unknown],john.j.hock@gmail.com,,source
10901360,Inactive Investor,Peter Johnson,Investment Advisor Representative,Callahan Capital Management Highlands Ranch CO Private Residence,peter@callahancapital.com,,Salesforce
10999826,Inactive Investor,Stuart Cavness,,Cetera Advisors LLC Chehalis WA 1611 N National Ave,,,Salesforce
11128239,Inactive Investor,John Richards,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",john.d.richards@wellsfargoadvisors.com,,Salesforce
11084549,Inactive Investor,David Whitmore,,Morgan Stanley Jersey City NJ 200 Hudson St,david.whitmore@morganstanley.com,,Salesforce
10924111,,Palak Thakore,,,palak@grayscale.com,,List Import
11081913,Inactive Investor,Yassah Irving,,PFS Investments Inc. Lansdowne PA 1 W Baltimore Ave,yassah.irving@primerica.com,,Salesforce
10837096,Inactive Investor,Jeffrey Faller,Branch Manager,Lincoln Investment Cranford NJ 107 South Ave W,,,Salesforce
11106279,Inactive Investor,Walter Gantt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",,,Salesforce
9630410,,Mike T,,,hodlingsv2@gmail.com,,List import
11012818,Inactive Investor,Arnold Staton,Financial Professional,"Equitable Advisors, LLC Louisville KY 10608 Watterson Trl",,,Salesforce
10886180,Inactive Investor,Derrick Longo,Wealth Advisor,Exencial Wealth Advisors Huntersville NC 13801 Reese Blvd W,dlongo@exencialwealth.com,,Salesforce
10754211,Inactive Investor,Brad Vitucci,Associate Vice President;Financial Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,brad.vitucci@morganstanley.com,,Salesforce
9580353,,Morley Goldberg,,,mgoldberg@dumontandblake.com,,List import
10869656,Inactive Investor,David English,Financial Advisor,Edward Jones Youngstown OH 5015 Mahoning Ave,ken.english@edwardjones.com,,Salesforce
92990,,Laura Habner,,United States,buckeyboard@gmail.com,,
221738,,Take Wun,,[Unknown],rx3take@aol.com,,
229447,, -,,[[Unknown]],749512738@139.com,,
9640305,,Yafan Xie,,,yafan.xie@hengjiuwm.com,,List import
9567743,,Barry Clough,,,barryc@tsainvest.com,,List import
9576427,,John Icenhower,,,jicenhower@fscadvisor.com,,List import
11233111,Inactive Investor,Alfonso Cobb,,J.P. Morgan Securities LLC Skokie IL 7941 N Lincoln Ave,,,Salesforce
9542819,,Wilburn Sanders,,,wfsanders@hightoweradvisors.com,,List import
10797862,Inactive Investor,Kevin Richardson,Wealth and Benefits Advisor,"Osaic FA, Inc. Nashville TN 2100 W End Ave",kevin.richardson@lfg.com,,Salesforce
9575464,,James Wilson,,,skipwilson@financialguide.com,,List import
10823208,Inactive Investor,Stuart Birkel,,NYLIFE Securities LLC Norfolk VA 409 Duke St,sjbirkel@ft.newyorklife.com,,Salesforce
235675,, -,,[[Unknown]],krystalschrock@yahoo.com,,
9630873,,Sarath Menon,,,sarath.s.menon89@gmail.com,,List import
10919467,Inactive Investor,David Rex,,"Cambridge Investment Research, Inc. Commerce TX Private Residence",,,Salesforce
9630026,,Gary Edwards,,,gedwards84@aol.com,,List import
9605088,,Marc Zimman,,,zimman@parcapital.com,,List import
11193810,Inactive Investor,Drew Swiatek,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,drew.swiatek@gs.com,,Salesforce
10850993,Inactive Investor,Barry Villaverde,Client Services Manager,"TFB Advisors, LLC",barry@taxfavoredbenefits.com,,Salesforce
11045772,Inactive Investor,Yanming Lin,Investment Specialist,"Ameriprise Financial Services, LLC San Jose CA 1905 The Alameda",yanming.lin@ampf.com,,Salesforce
10805051,Inactive Investor,Todd Hasie,Director - Alternative Investments;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Austin TX 301 Congress Ave,todd.hasie@morganstanley.com,,Salesforce
10403284,,Huseynov Teymur,,,0557716820@mail.ru,,Web Form Fillout
10805496,Inactive Investor,Glen Berngard,,Cetera Financial Specialists LLC Boca Raton FL Private Residence,glen.berngard@ceterafs.com,,Salesforce
11232242,Inactive Investor,Edward Gabrielyan,,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,edward.gabrielyan@ubs.com,,Salesforce
11125357,Inactive Investor,Matthew Seman,,Vanguard Marketing Corporation,,,Salesforce
11184250,Inactive Investor,Stephen Polhemus,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portsmouth NH 40 Congress St,,,Salesforce
9633666,,Thomas Schramm,,,4mykids7@comcast.net,,List import
11095487,Inactive Investor,Don Lilly,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",don_lilly@ml.com,,Salesforce
343692,,Robyn Doroba,"Paraplanner, Office Manager",Prairie Sky Financial Group,robyn.doroba@prairieskyfg.com,847-512-8820,Manual List Upload
10615505,,Robert Moscovitz,"Financial Advisor, Vice President - Wealth Management",,robert.m.moscovitz@morganstanley.com,,List Import
11210012,Inactive Investor,Christopher Gleber,Financial Advisor,"Ameriprise Financial Services, LLC Metairie LA 1 Galleria Blvd",christopher.j.gleber@ampf.com,,Salesforce
11012162,Inactive Investor,Taleda Lopes,,PFS Investments Inc. Middlesex NJ 250 Lackland Dr,tlopes@primerica.com,,Salesforce
10920169,Inactive Investor,Donald Butcher,Financial Planner;Investment Advisor Representative;Partner;Principal,"Seven Hills Financial, LLC",donald@sevenhillsfinancial.com,,Salesforce
10830743,Inactive Investor,Torrey Bowman,Financial Advisor,Edward Jones Grass Valley CA 120 N Auburn St,torrey.bowman@edwardjones.com,,Salesforce
10810599,Inactive Investor,Todd Zimmermann,,"Principal Securities, Inc. Mankato MN 1400 Madison Ave",zimmerman.todd@principal.com,,Salesforce
9590831,,Shruti Suresh,,,shruti.venugopal@jpmorgan.com,,List import
10808965,Inactive Investor,Terrill Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Torrance CA 21323 Hawthorne Blvd",terrill.smith@wellsfargo.com,,Salesforce
10840928,Inactive Investor,William Smith,Chief Compliance Officer;President,W.R.T. Smith & Co. Wilmette IL 328 Linden Ave,,,Salesforce
9601553,,Nel Vinas,,,vinasnelson@yahoo.com,,List import
10831555,Inactive Investor,William Webster,,"M Holdings Securities, Inc. Leawood KS Private Residence",william.webster@mfin.com,,Salesforce
10807994,Inactive Investor,Mark Burton,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Miamisburg OH 10100 Innovation Dr",mark.burton@ampf.com,,Salesforce
11115711,Inactive Investor,Chandler Adkinson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10972350,Inactive Investor,Alexander Medin,Financial Advisor,Empirical Wealth Management Irvine CA 2955 Main St,amedin@empirical.net,,Salesforce
11114747,Inactive Investor,Michael Davila,Financial Advisor,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10974109,Inactive Investor,Benjamin Christofis,,"OneAmerica Securities, Inc.",benjamin.christofis@oneamerica.com,,Salesforce
10951057,Inactive Investor,Joseph Scibona,,LPL Financial LLC Rochester NY 999 E Ridge Rd,joseph.scibona@lpl.com,,Salesforce
10784876,Inactive Investor,Michael Kolditz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,michael.kolditz@fidelity.com,,Salesforce
10615918,,Nicholas Tagliere,,,nicholas.b.tagliere@jpmorgan.com,,List Import
11230357,Inactive Investor,Chance Hughes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11156926,Inactive Investor,Jorge Gonzalez,Chief Compliance Officer;Counsel;Managing Director,TAG Associates LLC,jgonzalez@tagassoc.com,,Salesforce
10823010,Inactive Investor,Matthew Nichols,Financial Advisor,Edward Jones Mount Vernon WA 403 S 1st St,matt.nichols@edwardjones.com,,Salesforce
9544212,,B Miller,,,code+gs@brendanmiller.com,,List import
10930783,Inactive Investor,Christopher Thompson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",,,Salesforce
157313,,Brian Johnson,,[Unknown],jhb03194@gmail.com,,1440
94935,,Jeffrey Diaz,,Diazbros805,jdiaz182004@hotmail.com,5626592412,
11042561,Inactive Investor,Bradley Hitzeman,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Columbus OH 2158 Polaris Pkwy",,,Salesforce
10972584,Inactive Investor,Linh Nguyen,,CIBC World Markets Corp.,,,Salesforce
10997620,Inactive Investor,Jason Jin,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,jjin@gwnsecurities.com,,Salesforce
11174588,Inactive Investor,Grant Sander,,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",grant.sander@equitable.com,,Salesforce
9635423,,Robert Pacchiarotti,,,rpacchiarotti@rmrwealth.com,,List import
9641001,,Sam phongboupha,,,sam876543@gmail.com,,List import
11042836,Inactive Investor,Gregory Thompson,Chief Investment Officer;Co-Founder;Portfolio Manager,Spectrum Wealth Management,gthompson@spectrum-mgmt.com,,Salesforce
10883639,Inactive Investor,Michael McNeily,,LPL Financial LLC Western Springs IL 600 Hillgrove Ave,michael.mcneily@lpl.com,,Salesforce
10937510,Inactive Investor,Debra Scott,,Cetera Advisors LLC Atlanta GA 3101 Towercreek Pkwy SE,debra.scott@ceteraadvisors.com,,Salesforce
10776327,Inactive Investor,Joseph Samuels,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",joseph_m_samuels@ml.com,,Salesforce
9552409,,Faisal Faseehuddin,,,acpa@me.com,,List import
10861382,Inactive Investor,Gwyndena Petrick,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,gwyn.petrick.c9of@statefarm.com,,Salesforce
9621976,,Roshan Pillai,,,roshan.pillai8@gmail.com,,List import
9615966,,Matias Masson,,,manuel8002@yahoo.com.ar,,List import
11126928,Inactive Investor,Joseph Yatouma,,"Hantz Financial Services, Inc. Clinton Township MI 24668 William P Rosso Hwy",joseph.yatouma@hantzgroup.com,,Salesforce
11036718,Inactive Investor,Emily Carmack,Financial Advisor,Edward Jones Saint Louis MO 4530 Lemay Ferry Rd,emily.carmack@edwardjones.com,,Salesforce
11025281,Inactive Investor,Nils Ericson,Senior Regional Supervisory Principal,LPL Financial LLC Missoula MT Private Residence,nils.ericson@lpl.com,,Salesforce
11124637,Inactive Investor,Joanna Pappas,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",joanna.pappas@nm.com,,Salesforce
10756571,Inactive Investor,Ashley O'Brien,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",ashley.obrien@ml.com,,Salesforce
10913811,Inactive Investor,Iryna Kovalchuk,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 1663 E 17th St,iryna.kovalchuk@jpmorgan.com,,Salesforce
10905167,Inactive Investor,Daniel Garabed,,Citigroup Global Markets Inc.,,,Salesforce
10905820,Inactive Investor,Tracey Crespo,Chief Operating Officer,Atlas Private Wealth Advisors,,,Salesforce
11187925,Inactive Investor,William Barton,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9564484,,Blake Kim,,,blakeekim@gmail.com,,List import
10764346,Inactive Investor,Spiridon Kabitsis,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1 Almaden Blvd",,,Salesforce
230879,,Lauralee -,,Lauralee [[Unknown]],lauralee@marketfuze.com,,
10773048,Inactive Investor,Robert Scalzitti,Financial Advisor,Edward Jones Highland IN 9805 Prairie Ave,robert.scalzitti@edwardjones.com,,Salesforce
10997374,Inactive Investor,Deborah Wilson,Financial Advisor,Edward Jones Thompson Falls MT Private Residence,debbie.wilson@edwardjones.com,,Salesforce
9562357,,Theodore Jayne,,,jayne.toby@edgeassetmgt.com,,List import
11089993,Inactive Investor,Jeremiah Locascio,Financial Advisor,"Good Life Advisors, LLC",jeremiah.locascio@goodlifefa.com,,Salesforce
9578408,,Benjamin Berry,,,bmberry@ft.newyorklife.com,,List import
11151139,Inactive Investor,Rickey Crawford,,J.P. Morgan Securities LLC Des Moines IA 3621 Merle Hay Rd,rickey.crawford@jpmorgan.com,,Salesforce
10831291,Inactive Investor,Brandon Schlesinger,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",brandon.schlesinger@morganstanley.com,,Salesforce
10790832,Inactive Investor,James Aull,Partner;President;Senior Portfolio Manager,Aull & Monroe,,,Salesforce
10819686,Inactive Investor,Cathy Le,,UBS Financial Services Inc. Salt Lake City UT 95 S State St,,,Salesforce
10795728,Inactive Investor,Todd Barton,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Modesto CA 515 Lyell Dr",todd.barton@wellsfargoadvisors.com,,Salesforce
9612462,,Mark Brown,,,mbrown@gofen.com,,List import
62776,,Jonas Reid,,"SunTrust Advisory Services, Inc.",jonas.reid@suntrust.com,404-813-5913,
10618063,,Patricia Molina,,,patricia_molina@ml.com,,List Import
9646962,,William Boatwright,,,william.boatwright@wellsfargoadvisors.com,,List import
10538641,,Deniz K,,,denizkb2001@gmail.com,,Web Form Fillout
9622924,,Jim Guinn,,,jlguinn@mac.com,,List import
9566551,,John Nuechterlein,,,ryannuechterlein@howardbailey.com,,List import
9569003,,Jean Ann Golding,,,nefercat@yahoo.com,,List import
11171936,Inactive Investor,Patrick Bruno,,"Allstate Financial Services, LLC Brunswick OH 4293 Manhattan Ave",patrickbruno@allstate.com,,Salesforce
11060869,Inactive Investor,John Muir,,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",,,Salesforce
10905805,Inactive Investor,Michael O'Malley,,United Planners' Financial Services of America A Limited Partner Scottsdale AZ 8535 E Hartford Dr,,,Salesforce
11018273,Inactive Investor,Haley Hanson,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",,,Salesforce
10863224,Inactive Investor,John Matejka,,"CapFinancial Securities, LLC.",john.matejka@captrustadvisors.com,,Salesforce
10755677,Inactive Investor,Robert Delano,Senior Associate,Morgan Stanley,,,Salesforce
10999581,Inactive Investor,Pablo Gentile,Financial Advisor,"Principal Securities, Inc. San Diego CA 4370 La Jolla Village Dr",gentile.pablo@principal.com,,Salesforce
11037577,Inactive Investor,Gregory Nachman,,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",gregory.nachman@equitable.com,,Salesforce
337013,,Mark Fisher,General Counsel - Stifel Financial,"Stifel, Nicolaus & Company, Incorporated",mfisher@stifel.com,314-342-2000,Manual List Upload
349919,,Andrew Lyss,Member,Marketfield Asset Management Llc,alyss@marketfield.com,212-514-2350,Manual List Upload
9621016,,Melissa Fullwood,,,mjfullwood@gmail.com,,List import
11181881,Inactive Investor,Amber Mears,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",amber.mears@wellsfargoadvisors.com,,Salesforce
10893064,Inactive Investor,Barbara Dubensky,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,barb.merten-dubensky.lo0b@statefarm.com,,Salesforce
9640945,,Michael Shiferaw,,,michael.shiferaw@ngc.com,,List import
10924877,Inactive Investor,Nicholas Candito,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
9558094,,Marc Austin,,,maustin@pcgct.com,,List import
10823476,Inactive Investor,Daniel Hwang,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 707 Wilshire Blvd",daniel.hwang@wellsfargo.com,,Salesforce
11059575,Inactive Investor,Michael Senft,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
141906,,Chubb Scree,,Mine,lobostic@gmail.com,(713) 456-7894,
11221030,,William Creech,,,will.creech@firstcitizens.com,,List Import
11004588,Inactive Investor,Jinyi Zhong,,J.P. Morgan Securities LLC San Francisco CA 5655 Geary Blvd,jinyi.zhong@chase.com,,Salesforce
11191529,Inactive Investor,Kristin Burnett,Chief Compliance Officer,Human Interest Advisors LLC,,,Salesforce
11133342,Inactive Investor,Andrew Spencer,Financial Advisor,Morgan Stanley Rochester NY 300 Linden Oaks,andrew.w.spencer@morganstanley.com,,Salesforce
10604477,Inactive Investor,Lora Fishman,Premier Private Banker,SouthState Bank,lora.fishman@southstatebank.com,404-995-5824,List Import
9647714,,oiui fdgv,,,hariom14@indianoil.in,,List import
10645013,,Daniel Smith,,,daniel.m.smith@huntington.com,,List Import
348353,,Tina Miller,Director Of Human Resources,Accel Wealth Management Llc,tmiller@acceladvantage.com,319-596-1101,Manual List Upload
11077172,Inactive Investor,Sylvia Hydrick,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC San Antonio TX 17806 W Interstate 10,shydrick@rockco.com,,Salesforce
11152311,Inactive Investor,Jacarri Williams,,"Raymond James Financial Services, Inc. Woodland CA 630 Main St",jacarri.williams@raymondjames.com,,Salesforce
11202714,Inactive Investor,Nathaniel Jacobs,,White Pine Financial LLC Queen Creek AZ Private Residence,,,Salesforce
11171021,Inactive Investor,Peter Smith,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",peter.b.smith@ml.com,,Salesforce
10885286,Inactive Investor,James Bartolacci,Investment Advisor Representative,IAM Advisory LLC,jbartolacci@iamadvisoryllc.com,,Salesforce
10615966,,Jing O'Brien,,,jing.obrien@lpl.com,,List Import
10881283,Inactive Investor,Perry Tsikalas,,"Allstate Financial Services, LLC Johnstown PA 1407 Eisenhower Blvd",perrytsikalas@allstate.com,,Salesforce
11230508,Inactive Investor,Elizabeth Ley,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",,,Salesforce
10617103,,Alexandra Moran,,,alexandra.j.moran@ampf.com,,List Import
10487975,,Steven Ludwig,Chief Compliance Officer,"M Holdings Securities, Inc.",steven.ludwig@acaglobal.com,,List Import
11077575,Inactive Investor,Karl Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",karl.b.miller@ml.com,,Salesforce
10906077,Inactive Investor,Cheryl Brandes,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",cheryl.brandes@ml.com,,Salesforce
6887311,,san ta,,,vokay51172@wwgoc.com,,Web Form Fillout
10937429,Inactive Investor,Edward Cuello,Financial Advisor,"Pruco Securities, LLC. Syracuse NY 5789 Widewaters Pkwy",edward.cuello@prudential.com,,Salesforce
10992856,Inactive Investor,Larry Diaz,,J.P. Morgan Securities LLC Hillside NJ 1152 Liberty Ave,larry.diaz@jpmorgan.com,,Salesforce
11231009,Inactive Investor,Joshua Guardado,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
9601869,,Hadifah Abdul Hayon,,,email4difa@gmail.com,,List import
11069646,Inactive Investor,John Jones,,"Cambridge Investment Research, Inc. Salina KS 200 S Santa Fe Ave",,,Salesforce
11203050,Inactive Investor,Ernie Irwin,Wealth Advisor,"JFS Wealth Advisors, LLC Camp Hill PA 415 Fallowfield Rd",eirwin@jfswa.com,,Salesforce
9598330,,Pirque Research,,,research@pirque.vc,,List import
10810072,Inactive Investor,Terry Rascon,,Commonwealth Financial Network Tempe AZ 4015 S Mcclintock Dr,,,Salesforce
224742,,Trong tan Pham,,[Unknown],phamtrongtan27091992@gmail.com,,Direct
10874531,Inactive Investor,Paul Donovan,Chief Compliance Officer;Chief Operating Officer;Principal,Birch Hill Investment Advisors LLC,pdonovan@birchhilladvisors.com,,Salesforce
11141254,Inactive Investor,Eric Wiedyk,,Sigma Financial Corporation Adrian MI 203 N Broad St,,,Salesforce
11036748,Inactive Investor,Jennifer Hasik,,LPL Financial LLC,jennifer.hasik@lpl.com,,Salesforce
11036844,Inactive Investor,Robert Walker,Division Leader;Regional Leader;Senior Regional Leader,PFS Investments Inc. Mount Vernon WA 2210 Riverside Dr,,,Salesforce
11043831,Inactive Investor,George Bagian,,J.P. Morgan Securities LLC Montrose CA 2314 Honolulu Ave,george.bagian@jpmorgan.com,,Salesforce
11071401,Inactive Investor,Jan Zenner,Financial Advisor,McNally Financial Services Corporation Fredericksburg TX Private Residence,,,Salesforce
11014778,Inactive Investor,Michael Bradberry,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
11221974,,Sean Cote,,,scote@wealthenhancement.com,,List Import
11120592,Inactive Investor,Chase Gerald,,J.P. Morgan Securities LLC Dallas TX 4236 Wycliff Ave,chase.gerald@jpmorgan.com,,Salesforce
10862634,Inactive Investor,Mary Gunn,,"International Assets Advisory, LLC Tampa FL 8309 Gunn Hwy",,,Salesforce
336170,,Bradley Bailey,CFO,Amplify Investments Llc,bbailey@amplifyetfs.com,630-487-2530,Manual List Upload
10955599,Inactive Investor,Joliet Osborne,,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",joliet.osborne@valic.com,,Salesforce
10523999,,James Stoer,,,andolpho@yahoo.com,,Web Form Fillout
10772331,Inactive Investor,Justin Walsh,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",justin_walsh@ml.com,,Salesforce
10770837,Inactive Investor,Sheri Cupo,Founding Partner;Partner,"SageBroadview Wealth Management, LLC Morristown NJ 60 Washington St",scupo@sagebroadview.com,,Salesforce
11069961,Inactive Investor,Frances Fletcher,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",frances.fletcher@tiaa.org,,Salesforce
10877096,Inactive Investor,Austin Pullicin,,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",austin.d.pullicin@nm.com,,Salesforce
11150124,Inactive Investor,Daniel O'Connor,,"Kestra Investment Services, LLC Pittsburgh PA 525 William Penn Pl",,,Salesforce
10755009,Inactive Investor,James Sommerfield,Agency Principal;Insurance Principal;Regulatory Contact;Senior Compliance Officer,Wintrust Investments LLC,,,Salesforce
11070289,Inactive Investor,Maria Hernandez,Chief Compliance Officer;Executive Director,Mori Huston Partners,,,Salesforce
11081484,Inactive Investor,Rita Cook,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
28608,,Scott Hansen,,JP Morgan,sahansen@gmail.com,9175969773,
226490,,Darsh -,,[[Unknown]],darshsingh3@gmail.com,,Initial Salesforce Import
10898364,Inactive Investor,Ira Goldberg,Wealth Manager,"Gitterman Wealth Management, LLC",,,Salesforce
350914,,Brian Machale,"Head, Institutional Investment Solutions",Irish Life Investment Managers Limited,brian.machale@ilim.com,003-531-7041200,Manual List Upload
11163655,Inactive Investor,Dante Lavender,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",dante.lavender@ml.com,,Salesforce
9593567,,Ian Negri,,,iannegri01@gmail.com,,List import
11086577,Inactive Investor,Brian Leinbach,Financial Advisor,"Ameriprise Financial Services, LLC Glendale AZ 17505 N 79th Ave",brian.e.leinbach@ampf.com,,Salesforce
11231207,Inactive Investor,Joel Long,Financial Advisor,LPL Financial LLC Dothan AL 108 Jamestown Blvd,joel.long@lpl.com,,Salesforce
10753881,Inactive Investor,Douglas Minor,First Vice President - Investments;Senior Vice President,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",douglas.minor@raymondjames.com,,Salesforce
11121690,Inactive Investor,Steven Petersen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lakeland FL 4927 Southfork Dr",steven.l.petersen@ampf.com,,Salesforce
11027907,Inactive Investor,Alain Goryoka,,J.P. Morgan Securities LLC La Mesa CA 4791 Spring St,alain.goryoka@jpmorgan.com,,Salesforce
10980133,Inactive Investor,John Holowko,,"Prudential Annuities Distributors, Inc",john.holowko@prudential.com,,Salesforce
9589922,,Kacper Dobrowolski,,,dobry.on2@gmail.com,,List import
11022351,Inactive Investor,Luguang Luan,Financial Advisor,"Osaic FA, Inc. Pelham NY Private Residence",luguang.luan@lfg.com,,Salesforce
10949549,Inactive Investor,James Jasper,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",jjasper@financialguide.com,,Salesforce
10899951,Inactive Investor,Karen Garcia,,GeoWealth Management LLC Littleton CO Private Residence,karen.garcia@geowealth.com,,Salesforce
11169745,Inactive Investor,William Sharp,,Davenport & Company LLC,,,Salesforce
10488497,,Todd Boren,,"Entourage Effect Capital, LLC",toddboren@gmail.com,,List Import
9562626,,Priyanka Marudhavanan,,,priyanka.vpm94@gmail.com,,List import
10826446,Inactive Investor,Shawn Fowler,Managing Director - Private Wealth Management;Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Denver CO 1550 Market St,shawn.fowler@morganstanley.com,,Salesforce
11138657,Inactive Investor,Greg Lewandowski,Senior Financial Advisor,LPL Financial LLC Huntley IL 10604 N IL Rte 47,greg.lewandowski@lpl.com,,Salesforce
11027317,Inactive Investor,Jason Zamora,,LPL Financial LLC Boerne TX 114 Oak Park Dr,j.zamora@lpl.com,,Salesforce
11192772,Inactive Investor,Kathryn Neff,,Cetera Investment Services LLC,kathryn.neff@ceterais.com,,Salesforce
11148387,Inactive Investor,Terra Edgington,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
10958696,Inactive Investor,Armando Mendoza Ramirez,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,armando.mendoza-ramirez@ubs.com,,Salesforce
10961069,Inactive Investor,Aimee Ransom,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",aimee.ransom@tiaa.org,,Salesforce
116507,,Philip Vidic,Regional Consultant,Fidelity Personal and Workplace Advisors,philip.vidic@fmr.com,,
11100829,Inactive Investor,Matthew Casey,,"Cambridge Investment Research, Inc. Chattanooga TN 1210 Premier Dr",,,Salesforce
11180984,Inactive Investor,Michael Bosl,,Sigma Financial Corporation Ponte Vedra FL 1193 Salt Marsh Cir,mbosl@sigmarep.com,,Salesforce
11160150,Inactive Investor,Sunny Chiou,Financial Advisor,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",sunny.chiou@nm.com,,Salesforce
9561425,,YOSUA A.,,,handcraftedlabs@protonmail.com,,List import
11009085,Inactive Investor,John Hatfield,Financial Advisor,LPL Financial LLC Omaha NE 13220 California St,john.hatfield@lpl.com,,Salesforce
10790335,Inactive Investor,Todd Bishop,Chief Compliance Officer;Chief Executive Officer;President,Kaiser Wealth Management,,,Salesforce
10834601,Inactive Investor,Curtis Eskew,,NYLIFE Securities LLC Sarasota FL 2639 Fruitville Rd,ceskew@ft.newyorklife.com,,Salesforce
11232172,Inactive Investor,Donnie Hodges,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,,,Salesforce
10916910,Inactive Investor,Tracy Hardin,,LPL Financial LLC New Albany IN 5140 Charlestown Rd,tracy.hardin@lpl.com,,Salesforce
9602831,,Pilsoo Kim,,,kftcfutureplan@naver.com,,List import
11154458,Inactive Investor,Nicole James,,"J.W. Cole Financial, Inc. Fairport NY 6800 Pittsford Palmyra Rd",,,Salesforce
10816046,Inactive Investor,Ilene Epstein,,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",,,Salesforce
10996210,Inactive Investor,Sarah Anderson,,J.P. Morgan Securities LLC Heber City UT 1225 S 300 W,sarah.keeler@chase.com,,Salesforce
11169626,Inactive Investor,Alyssia Taylor,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alyssia.arsenault@fidelity.com,,Salesforce
10769282,Inactive Investor,Adele Toussaint,Financial Professional,LPL Financial LLC Schaumburg IL 1821 Walden Office Sq,adele.toussaint@lpl.com,,Salesforce
11165658,Inactive Investor,Jay Higgins,,"Advanced Advisor Group, LLC Stillwater MN 1950 Northwestern Ave S",,,Salesforce
11047309,Inactive Investor,Mason Maple,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",mason.maple@prudential.com,,Salesforce
10938466,Inactive Investor,Catherine Dewey,,"Ceros Financial Services, Inc.",,,Salesforce
11055878,Inactive Investor,Amanda Lewis,Client Service Associate,Morgan Stanley Atlanta GA Private Residence,amanda.lewis@morganstanley.com,,Salesforce
9595156,,Alison Gamble,,,agamble@gamblejones.com,,List import
11067848,Inactive Investor,Matthew Kinsella,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.kinsella@fidelity.com,,Salesforce
11070921,Inactive Investor,Jonathan Lawton,Investment Advisor Representative;Member,"OpenAir Financial, LLC",jon@openairadvisers.com,,Salesforce
11085146,Inactive Investor,Jason Lee,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jlee13@ft.newyorklife.com,,Salesforce
11160953,Inactive Investor,Stephen Gulish,Financial Consultant,Commonwealth Financial Network Shelton CT 680 Bridgeport Ave,sgulish@commonwealth.com,,Salesforce
10943855,Inactive Investor,Francisco De La Camara,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,francisco.de-la-camara@jpmorgan.com,,Salesforce
10659265,,Deborah White,,,deborah.white@primerica.com,,List Import
11175501,Inactive Investor,Tracy McCormack,Client Service Coordinator,"Ameriprise Financial Services, LLC Katy TX 2900 Commercial Center Blvd",tracy.r.mccormack@ampf.com,,Salesforce
11127536,Inactive Investor,Jonas Kurihara,,Jefferies LLC San Francisco CA 101 California St,jkurihara@jefferies.com,,Salesforce
11093811,Inactive Investor,Randall King,,"Osaic FA, Inc. Burlington NC 1233 S Church St",,,Salesforce
230501,, -,,[[Unknown]],yongfeizhao@foxmail.com,,
10787236,Inactive Investor,Kristi Bailey,Premier Banker;Relationship Banker;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Spring Hill FL 4319 Commercial Way",kristi.bailey@wellsfargoadvisors.com,,Salesforce
9648307,,Diana Helms-Morreale,,,dmorrealeconsult@comcast.net,,List import
10760408,Inactive Investor,Elizabeth Coello,Portfolio Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,beth.coello@ms.com,,Salesforce
10934622,Inactive Investor,Slade Kosova,,"Northwestern Mutual Investment Services, LLC Saratoga Springs NY 3257 Rte 9",slade.kosova@nm.com,,Salesforce
9628884,,kambiz alari,,,kambizlol@yahoo.com,,List import
352113,,R. Mccarver,Controller,"Heritage Investment Group, Inc.",imccarver@heritageinvestment.com,954-785-5400,Manual List Upload
11198993,Inactive Investor,Jamie Mantle,,Citigroup Global Markets Inc.,,,Salesforce
10795562,Inactive Investor,Bradley Hess,Financial Advisor;Senior Vice President,Morgan Stanley Omaha NE 13625 California St,bradley.hess@morganstanley.com,,Salesforce
10907131,Inactive Investor,Keegan Denn,President;Regulatory Contact,FIDELIS iM,keegan@fidelisim.com,,Salesforce
11211188,Inactive Investor,Ralph Flowers,Associate Manager,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",ralph.flowers@wellsfargoadvisors.com,,Salesforce
11166647,Inactive Investor,Diane Arnstein,Financial Planner,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",diane.arnstein@prudential.com,,Salesforce
11161822,Inactive Investor,Derek Staaland,,"Saybrus Equity Services, LLC Loves PArk IL 2004 E Riverside Blvd",dstaaland@saybruspartners.com,,Salesforce
11172587,Inactive Investor,Sandra Kassis,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,,,Salesforce
11181535,Inactive Investor,Audrey Gould,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 138 Nassau St",audrey.s.gould1@wellsfargoadvisors.com,,Salesforce
11114884,Inactive Investor,Steven Smith,,"Truist Investment Services, Inc. Buford GA 4920 Lanier Islands Pkwy",steven.smith@truist.com,,Salesforce
10882965,Inactive Investor,Brian Farley,Financial Advisor,Edward Jones Sparks NV 135 Isidor Ct,brian.m.farley@edwardjones.com,,Salesforce
10752847,Inactive Investor,Nathan Richey,Director;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Bowling Green KY 1131 Fairview Ave",drichey@rwbaird.com,,Salesforce
11198983,Inactive Investor,Matthew Kane,Chief Compliance Officer;President;Principal,"Compass Ion Advisors, LLC",mkane@compass-ionadvisors.com,,Salesforce
9635248,,Kevin Carr,,,kevin.carr@virtus.com,,List import
341680,,Philip O'Brien,Advisor Consultant,"Chiron Investment Management, Llc",philip.obrien@chironim.com,917-338-5082,Manual List Upload
10869974,Inactive Investor,Douglas Ramirez,Financial Advisor,Citigroup Global Markets Inc. Rockville Centre NY 297 Merrick Rd,douglas.ramirez@citi.com,,Salesforce
10864233,Inactive Investor,Will Hendricks,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,will.hendricks@jpmorgan.com,,Salesforce
10868632,Inactive Investor,John Demboski,,"ValMark Securities, Inc. Santa Barbara CA 200 E Carrillo St",,,Salesforce
9629635,,Ashwinikumar Joshi,,,ashwin.a.joshi@gmail.com,,List import
9605392,,Stephen Burns,,,stephen.burns@glenmede.com,,List import
239101,,Albert Aloy,,[Unknown],albertaloy@hotmail.com,,Direct
11162258,Inactive Investor,Jacob Rogers,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
10645801,,Carol Mackoff,,,cmackoff@mbssecurities.com,,List Import
9579468,,Terence Horan,,,terryh@horancapitaladvisors.com,,List import
67888,,Karen Goddard,Senior Vice President,"Securities America Advisors, Inc.",karen.goddard@securitiesamerica.com,978-518-3136,
370443,,Mario Schneider,,[Unknown],mariokuzner@gmail.com,,Salesforce
10838428,Inactive Investor,Charles Zodda,Chief Investment Officer;Managing Partner,Armstrong Advisory Group LLC,charleszodda@armstrongadvisory.com,,Salesforce
11210903,Inactive Investor,Marites Garcia,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",marites.garcia@usbank.com,,Salesforce
9549497,,Paul Miller,,,paul.miller@purefinancial.com,,List import
11053133,Inactive Investor,Ivan Roque,,J.P. Morgan Securities LLC Arvada CO 8155 Sheridan Blvd,ivan.roque@jpmorgan.com,,Salesforce
10957777,Inactive Investor,Glenn Donahue,,"Osaic Wealth, Inc. Bradenton FL 8470 Enterprise Cir",,,Salesforce
9542207,,Joseph Radzwill,,,joseph.d.radzwill@ms.com,,List import
10816510,Inactive Investor,Warren Heckendorn,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Lake Jackson TX 107 Parking Way St",rob.heckendorn@wellsfargoadvisors.com,,Salesforce
11160683,Inactive Investor,Robert Lipka,Managing Member;President,"Robert Henry Wealth Management, LLC",,,Salesforce
11099107,Inactive Investor,Anthony Demarco,,"Wells Fargo Clearing Services, LLC Sarasota FL 5701 Bee Ridge Rd",anthony.a.demarco@wellsfargo.com,,Salesforce
10858928,Inactive Investor,Joseph Gottbrath,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,joe.gottbrath.b1np@statefarm.com,,Salesforce
11084919,Inactive Investor,Livan Gomez,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10897762,Inactive Investor,Lindsay Lucero-Rossi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",lindsay.lucero@schwab.com,,Salesforce
9600343,,Mitchell Fisher,,,mitch@pacsunfinancial.com,,List import
163062,,Jason Lopez,,[Unknown],realjasonlopez@gmail.com,,
10889891,Inactive Investor,Joey Valenzuela,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",joey.valenzuela@wellsfargo.com,,Salesforce
9549715,,Kathy Krueger,,,krueger.kathy@principal.com,,List import
11219183,,Frederick Ferrara,,,fferrara@edelmanfinancialengines.com,,Other
10869298,Inactive Investor,Kathryn Gustafson,Financial Advisor,"The Strategic Financial Alliance, Inc. Fairfax VA 10300 Eaton Pl",kgustafson@thesfa.net,,Salesforce
238451,,spnet4@hotmail.com McCord,,[Unknown],spnet4@hotmail.com,,
10962274,Inactive Investor,Adam Rowell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9594780,,Brant Crouse,,,bcrouse@lvwadvisors.com,,List import
11147195,Inactive Investor,Daniel Bignardelli,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",,,Salesforce
11160928,Inactive Investor,Kevin Mulderig,Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kevin.mulderig@ml.com,,Salesforce
1004241,Inactive Investor,Ben Carlson,"Director - Institutional Asset Management, Managing Member",Ben Carlson,ben@ritholtzwealth.com,616-288-6250,3rd Party Lead Gen
10898445,Inactive Investor,Kyle Beutler,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Franklin TN 520 Cool Springs Blvd",kyle.beutler@schwab.com,,Salesforce
9576855,,Cristian Ubeda,,,ubeda.cristian@gmail.com,,List import
11120586,Inactive Investor,Clyde Ogle,,J.P. Morgan Securities LLC Arlington TX 1801 SW Green Oaks Blvd,clyde.ogle@jpmorgan.com,,Salesforce
10781361,Inactive Investor,Malcolm Leach,Financial Advisor,Edward Jones Hemphill TX 524 Sabine St,mick.leach@edwardjones.com,,Salesforce
10888711,Inactive Investor,Harold Leverett,Financial Advisor,"Pruco Securities, LLC. Oklahoma City OK 11212 N May Ave",harold.leverett@prudential.com,,Salesforce
10659176,,James Lapera,,,jlapera@pksinvest.com,,List Import
9588037,,ANAT MOSE,,,ozmat@walla.com,,List import
11141183,Inactive Investor,Steven Spaeth,,"RFG Advisory, LLC Loveland OH Private Residence",,,Salesforce
10974337,Inactive Investor,Michael Radford,,"MML Investors Services, LLC Seattle WA 701 5th Ave",,,Salesforce
9643812,,TAO WAN,,,407446050@qq.com,,List import
10612287,,Robert Burkarth,Financial Advisor,,rburkarth3@hotmail.com,,List Import
11115060,Inactive Investor,Matthew Macdowell,,"Bessemer Investor Services, Inc. Boston MA 2 International Pl",,,Salesforce
10916452,Inactive Investor,David Glienke,Financial Advisor,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",,,Salesforce
9641796,,Charles Mccall,,,mccallc65@gmail.com,,List import
11050518,Inactive Investor,Alexander Yost,,PFS Investments Inc. Milford PA 115 7th St,alexander.yost@primerica.com,,Salesforce
10879082,Inactive Investor,Theresa Yoon,,BNY Mellon Securities Corporation New York NY 200 Park Ave,theresa.yoon@bnymellon.com,,Salesforce
10944944,Inactive Investor,Sharee Whelihan,,"Allstate Financial Services, LLC Puyallup WA 615 E Main",sredfield@allstate.com,,Salesforce
9624287,,Douglas Mckay,,,ddkcmckay@hotmail.com,,List import
10999887,Inactive Investor,Katherine Hawkins,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,kahawkins@ft.newyorklife.com,,Salesforce
10844737,Inactive Investor,Kevin Mulkern,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,kevin.mulkern@ubs.com,,Salesforce
11114019,Inactive Investor,Jason Welch,,"Farmers Financial Solutions, LLC Fort Collins CO 2726 Illinois Dr",jwelch@farmersagent.com,,Salesforce
9597144,,Maximus Nguyen,,,mnguyen@churchillmanagement.com,,List import
9612522,,Mark Sotir,,,msotir@egii.com,,List Import
10880458,Inactive Investor,Francis Majeski,Financial Advisor,Edward Jones Raymond WA 434 3rd St,frank.majeski@edwardjones.com,,Salesforce
10713761,,Nabila Aulia amay,,,n816486@gmail.com,,Web Form Fillout
10846528,Inactive Investor,James Hamlett,Chief Compliance Officer;Owner,Hamlett Investment Planning Morrisville NC 5710 Arringdon Park Dr,,,Salesforce
10904656,Inactive Investor,Ranni Mcsally,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",ranni.mcsally@bofa.com,,Salesforce
10894918,Inactive Investor,Kathleen Kolodziej,,Cetera Advisor Networks LLC Frankfort IL 10061 W Lincoln Hwy,,,Salesforce
11156097,Inactive Investor,Karen Bond,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,karen.bond@edwardjones.com,,Salesforce
9612630,,Daniel Nicholas,,,dnicholas@harrisassoc.com,,List import
11201683,Inactive Investor,Cindy Lopez,Client Service Associate,Citigroup Global Markets Inc. Miami FL 396 Alhambra Cir,cindy.lopez@citigroup.com,,Salesforce
345859,,Tiffany Ballard,Treasurer,"Bergland Wealth Management, Inc.",tiffany@berglandcapital.com,601-956-5181,Manual List Upload
23441,,Steven Santiccioli,Vice President,Northern Trust Global Investments,steven.santiccioli@ntrs.com,1-312-630-6000,Database Upload
10775284,Inactive Investor,Michael O'Hara,Financial Advisor;Senior Portfolio Manager,UBS Financial Services Inc. New York NY 299 Park Ave,michael.ohara@ubs.com,,Salesforce
10816516,Inactive Investor,Benson Liao,,NYLIFE Securities LLC Rowland Heights CA 17506 Colima Rd,bliao@ft.newyorklife.com,,Salesforce
9581841,,Andy Tillman,,,andy@andytillman.com,,List import
10978891,Inactive Investor,Matthew Rutoskey,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
11081966,Inactive Investor,Athena Conti,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11058033,Inactive Investor,Diane Wollschleger,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10661639,,James Rudwall,,,jim@rudwallwealth.com,,List Import
11147494,Inactive Investor,Timothy Wepner,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Newton NC 110 S College Ave",timothy.wepner@wellsfargoadvisors.com,,Salesforce
11116639,Inactive Investor,Fabio Dorrejo,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10837376,Inactive Investor,Karen Sullivan,Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",karen_sullivan@ml.com,,Salesforce
9621915,,Ben Floyd,,,tredegarinvestments@gmail.com,,List import
11186253,Inactive Investor,Clairmont Moore,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,clairmont.moore@primerica.com,,Salesforce
10346320,,Ujval Shah,,,shah.ujval@miraeasset.com,,Web form fillout
10460080,,James Hall Jr,,,zranytoicy@outlook.com,,Web Form Fillout
10876120,Inactive Investor,Magali Hidalgo,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,magali.hidalgo@fmr.com,,Salesforce
11185549,Inactive Investor,Matthew Akiyama,,Fidelity Brokerage Services LLC,,,Salesforce
10922847,Inactive Investor,Doris Lore,,"Allstate Financial Services, LLC Casper WY 823 S Center St",dorislore@allstate.com,,Salesforce
11203058,Inactive Investor,Noble Hansen,Chief Compliance Officer;Chief Investment Officer;President,Olive Street Capital Partners LLC,,,Salesforce
11031076,Inactive Investor,Steven Wagner,Vice President;Wealth Center Manager,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,steven.wagner@us.hsbc.com,,Salesforce
11130058,Inactive Investor,Albert Theis,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",albert.theis@wellsfargoadvisors.com,,Salesforce
242263,,Jared Cornell,,Hightower Advisors,jacornell@hightoweradvisors.com,,
10854211,Inactive Investor,Carolyn Wittmann-Todd,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",carolyn.wittmann-todd@ml.com,,Salesforce
10950993,Inactive Investor,George Breeden,,LPL Financial LLC Decatur AL 2205 Graham Ave SW,,,Salesforce
9634408,,Julianne Walsh,,,jwalsh@icpartners.com,,List import
11162603,Inactive Investor,Renato Castro,,Morgan Stanley Miami FL 20807 Biscayne Blvd,renato.castro@morganstanley.com,,Salesforce
335154,,Edward Mulcahy,Member,"Mps-loria Financial Planners,llc",mulcahy@mpscpa.com,630-887-4404,Manual List Upload
10920532,Inactive Investor,Ross Bonifield,President,"Independent Wealth Network, Inc. Phoenix AZ 1202 E Maryland Ave",,,Salesforce
9590227,,Brian Loy,,,brian@sagefinancialadvisors.com,,List import
10618867,,Thomas Slivovsky,,,tom.slivovsky@rbc.com,,List Import
9588564,,Nick Martini,,,gwartinez@yahoo.com,,List import
11061561,Inactive Investor,Bradley Schott,,"Osaic Wealth, Inc. Punta Gorda FL Private Residence",,,Salesforce
10614740,,Paul Leuthold,"Associate Vice President, Financial Advisor",,paul.leuthold@morganstanley.com,,List Import
10973664,Inactive Investor,Erica Vasques,Financial Advisor,Edward Jones Sherman Oaks CA 15315 Magnolia Blvd,erica.vasques@edwardjones.com,,Salesforce
11023276,Inactive Investor,Peter Seibert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",peter.t.seibert@ml.com,,Salesforce
240696,,Schubach David,,[Unknown],dschubach@newfrontieradvisors.com,,Event
10838766,Inactive Investor,Steven Braverman,Co-Chairman,Pathstone,sbraverman@pathstone.com,,Salesforce
10982956,Inactive Investor,Steven Tomisek,Chief Investment Officer,"Advisors Financial, Inc.",steve@advisorsfinancial.com,,Salesforce
11066468,Inactive Investor,Walter Mack,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11197341,Inactive Investor,Ashley Van Roekel,,Cetera Investment Services LLC Sioux Center IA 525 N Main Ave,ashley.vanroekel@ceterais.com,,Salesforce
11063911,Inactive Investor,Earl Brown,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,earl.brown@primerica.com,,Salesforce
11074168,Inactive Investor,Kathleen Allgeier,,"Fifth Third Securities, Inc. Cincinnati OH 7700 5 Mile Rd",kathleen.allgeier@53.com,,Salesforce
10807085,Inactive Investor,Kyle Riley,Financial Advisor,"Ameriprise Financial Services, LLC Peoria AZ 15396 N 83rd Ave",kyle.riley@ampf.com,,Salesforce
9637402,,Gdxhf Dgxhvjjg,,,dgdhdhhff@gmail.com,,List import
10819697,Inactive Investor,Ian Moravek,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",ian.moravek@schwab.com,,Salesforce
11236587,Inactive Investor,Lana Weant,Wealth Advisor,"Vines Capital Management, LLC",,,Salesforce
235614,, -,,[[Unknown]],g.p.cooley@gmail.com,,
11063430,Inactive Investor,Frank Botta,Financial Advisor;Managing Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,frank.botta@jpmorgan.com,,Salesforce
11184287,Inactive Investor,Daniel Djordjevic,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",daniel.djordjevic@truist.com,,Salesforce
10921152,Inactive Investor,Dionne Reed,,"Raymond James & Associates, Inc.",dionne.reed@raymondjames.com,,Salesforce
11147296,Inactive Investor,Stephen Briggs,,"Allstate Financial Services, LLC Brandon FL 611 E Bloomingdale Ave",stevebriggs@allstate.com,,Salesforce
9626516,,Brent Basinski,,,brentb.rrmachinerymoving@gmail.com,,List import
11109409,Inactive Investor,Charles Rymer,,"First Command Brokerage Services, Inc. Fayetteville NC 2153 Valleygate Dr",cwrymer@firstcommand.com,,Salesforce
11173729,Inactive Investor,John Mann,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Newport Beach CA 620 Newport Center Dr,john.mann@opco.com,,Salesforce
9637394,,matt whitehead,,,matt_whitehead@hotmail.com,,List import
9576282,,Christopher Miesse,,,cmiesse@ftb.com,,List import
10890690,Inactive Investor,Hailey Goldman,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11146430,Inactive Investor,Cristina Betancourt,Financial Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,cristina.betancourt@morganstanley.com,,Salesforce
10616278,,Daniel Hitzeman,,,daniel.hitzeman@lpl.com,,List Import
10936553,Inactive Investor,Francis Detota,Financial Advisor,"Equity Services, Inc. Roseland NJ 103 Eisenhower Pkwy",detota_francis@nlvmail.com,,Salesforce
11174447,Inactive Investor,Regulo Ortiz,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,regulo.ortiz@jpmorgan.com,,Salesforce
1003396,Inactive Investor,Neil Panchen,,Altana Wealth,neil.panchen@altanawealth.com,,3rd Party Lead Gen
11026452,Inactive Investor,Collin Moore,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10936390,Inactive Investor,Christy Falco,Divisional Compliance Administrator,"Raymond James & Associates, Inc.",christy.falco@raymondjames.com,,Salesforce
11124977,Inactive Investor,Amy Kleparek,Managing Director,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",amy.weaver@wellsfargoadvisors.com,,Salesforce
11066010,Inactive Investor,William Kumm,,"Level Four Financial, LLC Bloomfield Hills MI 40900 Woodward Ave",wkumm@levelfourfinancial.com,,Salesforce
178001,,Bobby Pometkov,Senior Portfolio Manager,[Unknown],bobby.pometkov@csc.gov.au, +61 (0)2 9240 4835,Database Upload
11112991,Inactive Investor,Barbara Marcinek,,The Huntington Investment Company Hudsonville MI 6544 28th Ave,barb.marcinek@huntington.com,,Salesforce
11138367,Inactive Investor,Angeline Paxton,,The Huntington Investment Company Traverse City MI 3160 S Airport Rd W,,,Salesforce
11036382,Inactive Investor,Kathryn Mimms,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",kathryn.mimms@nm.com,,Salesforce
9553802,,Lee Krahenbuhl,,,lkrahenbuhl@ameritech.net,,List import
10828529,Inactive Investor,Jasmine Murakami,Investment Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",jasmine.murakami@rbc.com,,Salesforce
11163012,Inactive Investor,Jonathan Solo,Chief Compliance Officer;Chief Executive Officer;Managing Member;Managing Partner,"Live Oak Wealth Advisory Group, LLC",jsolo@jobessolo.com,,Salesforce
10839990,Inactive Investor,Chettamra Alexander,,"Raymond James Financial Services, Inc. Sulphur Springs TX 100 Jefferson St W",chettamra.alexander@raymondjames.com,,Salesforce
156536,,Samyul Gibson,,[Unknown],samuel.gibson@maples.com,,Direct
213377,,Uwe Leucht,,[Unknown],uwe.uven.ulrich.leucht@protonmail.com,,
11072085,Inactive Investor,Joshua Penfield,Financial Advisor,Edward Jones Westbrook CT 1551 Boston Post Rd,joshua.penfield@edwardjones.com,,Salesforce
9632516,,Walter Schlaepfer,,,philscott@firstrepublic.com,,List import
11162116,Inactive Investor,Marit Macdonald,Financial Advisor,LPL Financial LLC Santa Clara CA 5201 Great America Pkwy,marit.macdonald@lpl.com,,Salesforce
11065116,Inactive Investor,Jorge Magana,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,jmagana@primerica.com,,Salesforce
10903380,Inactive Investor,Luke Watson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10879682,Inactive Investor,Kenneth Price,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kenneth.price@fidelity.com,,Salesforce
9548101,,rogerschultzjr@yahoo.com SCHULTZ,,,rogerschultzjr@yahoo.com,,List import
10975519,Inactive Investor,Erik Hayden,,"Vanderbilt Securities, LLC",ehayden@vanderbiltsecurities.com,,Salesforce
6166188,,Alexander Jaros,,,ajaros@forestroadco.com,,Web Form Fillout
11087887,Inactive Investor,Evan Bell,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",,,Salesforce
10974696,Inactive Investor,Julie Plutchak,Financial Advisor Assistant,LPL Financial LLC Kenosha WI 7500 Green Bay Rd,julie.plutchak@lpl.com,,Salesforce
248995,,Justinian Boghici,General Counsel,CEX.IO,justinian@outlook.com,,Manual List Upload
9551534,,otto pichler,,,pichlero@gmail.com,,List import
11044463,Inactive Investor,Payton Wolfe,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11019058,Inactive Investor,Michael Storm,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
9550862,,Robert Freed,,,robertfreed@financialguide.com,,List import
10926618,Inactive Investor,Allison Lindgren,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10889837,Inactive Investor,Robert Hotaling,,Innovation Partners LLC,rhotaling@innovationpartnersllc.com,,Salesforce
10885740,Inactive Investor,Patrick Kravitz,Financial Advisor,LPL Financial LLC Colorado Springs CO 7222 Commerce Center Dr,patrick.kravitz@lpl.com,,Salesforce
11003536,Inactive Investor,Christen Knehans,,Edward Jones Jefferson City MO 1007 Southwest Blvd,christen.jones@edwardjones.com,,Salesforce
10835187,Inactive Investor,Jacob Cummings,,LPL Financial LLC Overland Park KS 8700 Indian Creek Pkwy,jacob.cummings@lpl.com,,Salesforce
11035824,Inactive Investor,Christopher George,,J.P. Morgan Securities LLC Valencia CA 24000 Valencia Blvd,christopher.george@jpmorgan.com,,Salesforce
11101863,Inactive Investor,Kurt Gruenberger,Financial Advisor,LPL Financial LLC Houston TX 3730 Kirby Dr,kurt.gruenberger@lpl.com,,Salesforce
10829998,Inactive Investor,Darran Blake,Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,darran.blake@ubs.com,,Salesforce
9624224,,John Flink,,,jflink@aol.com,,List import
10597812,,Gregory Polyak,,,gregory.polyak@lpl.com,,Web Form Fillout
11026834,Inactive Investor,Patrick Johnson,Wealth Advisor,Concentus Wealth Advisors,patrick@concentuswealth.com,,Salesforce
9607673,,sung shin,,,ssshin67844@gmail.com,,List import
11033533,Inactive Investor,Kevin Kao,,NYLIFE Securities LLC Flushing NY 3902 Main St,kckao@ft.newyorklife.com,,Salesforce
9610619,,kostas ntelias,,,ntelias@gmail.com,,List import
9632435,,kuldeep gill,,,kulsgill@hotmail.com,,List import
11160550,Inactive Investor,Ryan Donnelly,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11066929,Inactive Investor,Charles Fish,Chief Executive Officer;Chief Investment Officer;Founder;President,"Charles Fish Investments, Inc.",,,Salesforce
10817429,Inactive Investor,Thomas Fanning,,"Concorde Investment Services, LLC",tfanning@concordeis.com,,Salesforce
10848873,Inactive Investor,Alexa Parisi,,J.P. Morgan Securities LLC New York NY 277 Park Ave,alexa.parisi@jpmorgan.com,,Salesforce
10884419,Inactive Investor,Rafael Vallina,Chief Product Officer,Wizest Inc. South Euclid OH 1688 Sheridan Rd,,,Salesforce
11115382,Inactive Investor,Nicholas Kolb,,Fidelity Brokerage Services LLC,,,Salesforce
10982447,Inactive Investor,Anthony Hamburge,Financial Advisor,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",hamburge.tony@principal.com,,Salesforce
11176102,Inactive Investor,Ellis Ryan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
9572896,,Sergio Smiriglio,,,ssmiriglio@armisticecapital.com,,List import
10763437,Inactive Investor,Philippe Crane,,Morgan Stanley New York NY 399 Park Ave,philippe.crane@morganstanley.com,,Salesforce
10873405,Inactive Investor,Steven Misdea,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,steven_misdea@glic.com,,Salesforce
9634170,,Cris Bala,,,bala_nescu@yahoo.com,,List import
248177,,George Holdefehr,Senior Director,Broadridge,george.holdefehr@broadridge.com,,Manual List Upload
11189295,Inactive Investor,James Schmertmann,Wealth Advisor,LPL Financial LLC Moline IL 615 35th Ave,james.schmertmann@lpl.com,,Salesforce
341160,,Aaron Ackerman,Advisory Services,Hogantaylor Wealth,aackerman@hogantaylor.com,918-388-2690,Manual List Upload
11171513,Inactive Investor,Nicholas Leong,,"Northwestern Mutual Investment Services, LLC San Diego CA 9915 Mira Mesa Blvd",nicholas.leong@nm.com,,Salesforce
11254042,Inactive Investor,Norman Pierce,Relationship Manager,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",pierce.norman@principal.com,,Salesforce
11095987,Inactive Investor,Jeffrey Abadie,Senior Wealth Manager,"Sand Hill Global Advisors, LLC San Francisco CA 1 Embarcadero Ctr",,,Salesforce
10771275,Inactive Investor,Mary Mcpike,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11041500,Inactive Investor,Jonathan Ruiz,,J.P. Morgan Securities LLC Lakewood CA 5059 Lakewood Blvd,jonathan.x.ruiz@chase.com,,Salesforce
122880,,David Korzendorfer,Principal,Bradley Foster & Sargent Inc,dkorzendorfer@bfsinvest.com,860-527-8050,
9601021,,Lorraine Haverley,,,lorrie@peakfinancial.net,,List import
11220019,,Ghada El-Gamal,,,ghada.elgamal@transamerica.com,,Other
10902222,Inactive Investor,Russell Jurecki,Financial Advisor,Edward Jones Baltimore OH 113 W Market St,russell.jurecki@edwardjones.com,,Salesforce
11050233,Inactive Investor,Maria Chambers,Chief Compliance Officer;Vice President,Klingenstein Fields Advisors,maria.chambers@klingenstein.com,,Salesforce
11132862,Inactive Investor,Patrick Garbinsky,,"Grove Point Investments, LLC Coraopolis PA 1000 Commerce Dr",pgarbinsky@hbeckinc.com,,Salesforce
10505257,,Kaitlyn Plourde,CFP®,Hermann Financial Group,kplourde@financialguide.com,949-225-9383,List Import
11129571,Inactive Investor,Carrie Jarmer,Financial Advisor,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,cjarmer@janney.com,,Salesforce
11183421,Inactive Investor,Richard Gilles,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 15801 Brixham Hill Ave",richard.gilles@wellsfargoadvisors.com,,Salesforce
10827680,Inactive Investor,Michael Richardson,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,mrichardson@janney.com,,Salesforce
10971591,Inactive Investor,Rexie Tagayuna,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,rexietagayuna@statefarm.com,,Salesforce
11122416,Inactive Investor,Gregory Macko,,Buell Securities Corp.,gmacko@buellsecurities.com,,Salesforce
345634,,Angela Richardson,,"Windsor Wealth Management, Inc.",arichardson@windsorwealth.com,317-848-3005,Manual List Upload
11152717,Inactive Investor,Kylie Powell,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,kylie.powell@morganstanley.com,,Salesforce
10986261,Inactive Investor,Christopher Zajdzinski,,Park Avenue Securities LLC Phoenix AZ 5080 N 40th St,,,Salesforce
9570698,,Ryan Rabold,,,rrabold@westminsterfinancial.com,,List import
10793475,Inactive Investor,William Cone,,PFS Investments Inc. Livermore CA 4049 1st St,william.cone@primerica.com,,Salesforce
11232498,Inactive Investor,Torrey Schwarzkoff,,"Empower Financial Services, Inc Faribault MN Private Residence",torrey.schwarzkoff@empower.com,,Salesforce
10781782,Inactive Investor,Joshua Pottinger,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,joshua.pottinger@ubs.com,,Salesforce
10818425,Inactive Investor,Daniel Schultz,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10846242,Inactive Investor,Joseph Pisoni,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,joseph.pisoni@fidelity.com,,Salesforce
11012749,Inactive Investor,Don Graham,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",don.graham@prudential.com,,Salesforce
149524,,Amara Masters,,[Unknown],amaramasters@gmail.com,,source
9602861,,Denise Leish,,,deniseleish@moneyplans.com,,List import
11127637,Inactive Investor,Matthew Priore,Founder,Priore Investments Natick MA Private Residence,,,Salesforce
10833657,Inactive Investor,Rachel Nichols,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",rachel.dellwo@hantzgroup.com,,Salesforce
10955274,Inactive Investor,Shagufta Naz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11007639,Inactive Investor,Mark Stilling,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,mark.stilling@primerica.com,,Salesforce
11040190,Inactive Investor,Jay Esche,Chief Compliance Officer,"Winston & Company, Inc. Lauderdale by the Sea FL 4511 El Mar Dr",jay@winstonco.us,,Salesforce
11223901,,[Unknown],,,erikbalt@pm.me,,List Import
115,,,,,sam250mitchell@aol.com,,
10930357,Inactive Investor,Ronald Jackson,,NYLIFE Securities LLC Dayton OH Private Residence,rjackson1@ft.newyorklife.com,,Salesforce
9582383,,Christopher Mclean,,,cmclean@hgvoracapital.com,,List import
11157198,Inactive Investor,Jerry Eades,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Greensboro NC 300 N Greene St,allan.eades@morganstanley.com,,Salesforce
11178344,Inactive Investor,Adrian Newman,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
11193647,Inactive Investor,Jon Hawk,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Canonsburg PA 4000 Town Center Way,jon.hawk@ubs.com,,Salesforce
11169847,Inactive Investor,Hisashi Sakashita,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",hisashi.sakashita@ml.com,,Salesforce
9572450,,Huân Hoàng,,,hoangphuhuan2007@gmail.com,,List import
10928154,Inactive Investor,Megan Hansen,Practice Support Associate,Thrivent Investment Management Inc. Iowa Falls IA 703 S Oak St,megan.hansen@thrivent.com,,Salesforce
11075886,Inactive Investor,Adam Leavitt,Wealth Manager,Castlepoint Wealth Advisors Tulsa OK 2021 S Lewis Ave,aleavitt@castlepointwealth.com,,Salesforce
245363,,Laila Rowther,ETF Marketing Manager,Syntax,lrowther@syntaxadvisors.com,2147188727,Manual List Upload
10977825,Inactive Investor,Taylor Bloomquist,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,tbloomquist@primerica.com,,Salesforce
9609913,,choo cheng,,,choopk1994@gmail.com,,List import
10950265,Inactive Investor,Riana Diaz,,PFS Investments Inc. Wichita KS 515 S Main St,rknight@primerica.com,,Salesforce
10997565,Inactive Investor,Goran Kojadinovic,,"UMB Financial Services, Inc. Kansas City MO 1010 Grand Blvd",,,Salesforce
9562931,,David Belinkie,,,dbelinkie@massmutual.com,,List import
11121048,Inactive Investor,Kyle Marsh,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopkins MN 510 Blake Rd N",kyle.marsh@ml.com,,Salesforce
219864,,Todd Hamilton,,United States,toddhamilton@comcast.net,,
10475294,,Duncan Munguti,,,duncanmusyimi@gmail.com,,Web Form Fillout
9614866,,Alexei Konopkine,,,alexeik@leithwheeler.com,,List import
336736,,William Oldfather,Sole Member,Oldfather Financial Services Llc,bill@oldfatherfinancial.com,308-237-4571,Manual List Upload
352372,,Kirk Ritchie,"Director, Head of Oversight Team",Martin Currie Inc,kritchie@martincurrie.com,441-312-295252,Manual List Upload
11229763,Inactive Investor,Dajasol Capuz-Weaver,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",,,Salesforce
10841795,Inactive Investor,Olivia Gilson,Portfolio Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,olivia.baltazar@morganstanley.com,,Salesforce
10983765,Inactive Investor,Suhyoung An,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,san@ft.newyorklife.com,,Salesforce
11200964,Inactive Investor,Alissa Todd,Financial Advisor,The Wealth Consulting Group,alissa@wealthcg.com,,Salesforce
11222017,,Angela Rummel,,,arummel@wealthenhancement.com,,List Import
11158787,Inactive Investor,Ronald Keney,Financial Advisor,Edward Jones Bismarck ND 400 E Broadway Ave,ronald.keney@edwardjones.com,,Salesforce
11166859,Inactive Investor,David Green,Financial Advisor,Edward Jones Ballwin MO 182 Clarkson Executive Park,,,Salesforce
11044857,Inactive Investor,Despina Mann,Senior Registered Associate,Morgan Stanley Houston TX 717 Texas St,dee.mann@morganstanley.com,,Salesforce
11017487,Inactive Investor,Christopher Stearns,,"Ameriprise Financial Services, LLC Hurst TX 1401 Precinct Line Rd",christopher.stearns@ampf.com,,Salesforce
11130974,Inactive Investor,Gregory Lemley,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,gregory.lemley@fmr.com,,Salesforce
9573205,,Daniel Mell,,,daniel.mell@huntington.com,,List import
11209643,Inactive Investor,Cass Gilbert,Chief Compliance Officer;President;Principal,Gilbert Capital Group,cass@gilbertcapitalgroup.com,,Salesforce
11120100,Inactive Investor,Kelly Ren,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",kelly.ren@globalinkusa.com,,Salesforce
11026413,Inactive Investor,Matthew Choi,Specialist,Citigroup Global Markets Inc. Los Angeles CA 3530 Wilshire Blvd,matthew.choi@citigroup.com,,Salesforce
10794250,Inactive Investor,John Urbanowicz,Financial Advisor,Edward Jones Saint Charles MO 5170 Westwood Dr,john.urbanowicz@edwardjones.com,,Salesforce
9593307,,Michael O'donnell,,,modonnell@atlasholdingsllc.com,,List import
9647669,,William Aderholdt,,,mark.aderholdt@ubs.com,,List import
9616286,,Bathory Drew,,,andrew.bathory@e-180.com,,List import
10950223,Inactive Investor,Tabetha Thompson,,"Allstate Financial Services, LLC Petersburg VA 314 Exchange Aly",tabethathompson@allstate.com,,Salesforce
10644885,,Mark Hoffmeister,,,mark.hoffmeister@prudential.com,,List Import
10848061,Inactive Investor,Goran Ljuljic,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
127606,,Alexander Lapointe,,Adviser Investments,alapointe@adviserinvestments.com,(617) 321-2200,
10506114,,Oscar Cardenas,owner,ODC Company,odcard@prodigy.net,(832) 515-6776,List import
9552182,,Rochelle Cairo,,,shelley.cairo@suntrust.com,,List import
11182738,Inactive Investor,Todd Crawl,,PFS Investments Inc. York PA 4188 Lincoln Hwy,todd.crawl@primerica.com,,Salesforce
10945550,Inactive Investor,Brian Hanna,,"Garden State Securities, Inc.",bhanna@gardenstatesecurities.com,,Salesforce
10849360,Inactive Investor,Robert Baldridge,Financial Advisor,Edward Jones Skokie IL 4711 Golf Rd,donovan.baldridge@edwardjones.com,,Salesforce
11048612,Inactive Investor,Alyssa Scardelli,Senior Wealth Strategy Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,alyssa.scardelli@ubs.com,,Salesforce
10614196,,Michael Newman,Financial Advisor,,mnewman@acornfs.com,,List Import
10801289,Inactive Investor,Ray Hereford,,"Wells Fargo Advisors Financial Network, LLC Saint Louis MO 1610 Des Peres Rd",ray.hereford@wfafinet.com,,Salesforce
10780230,Inactive Investor,William Oleferchik,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,william.j.oleferchik@jpmorgan.com,,Salesforce
10901755,Inactive Investor,David Jones,,"CUSO Financial Services, L.P.",,,Salesforce
10924790,Inactive Investor,Donald Johnson,,"Osaic Wealth, Inc. Huntersville NC 13420 Reese Blvd W",,,Salesforce
9646929,,Z N,,,netozemaria@gmail.com,,List import
10766517,Inactive Investor,Jett Greenberg,,Goldman Sachs & Co.,jett.greenberg@gs.com,,Salesforce
10970067,Inactive Investor,William Welty,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10842543,Inactive Investor,Bradley Zirnhelt,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",brad.zirnhelt@nm.com,,Salesforce
11090647,Inactive Investor,Di Wu,,J.P. Morgan Securities LLC Sunnyvale CA 1234 W El Camino Real,di.x4.wu@chase.com,,Salesforce
11001638,Inactive Investor,Amelia Cahillane,,"Kestra Investment Services, LLC",,,Salesforce
10795676,Inactive Investor,Geoffry Oshman,Owner,"Geoffry H. Oshman, CFP",,,Salesforce
10929854,Inactive Investor,Edward Rainford,Financial Advisor;President,GlacierWealth,edward@glacierwealth.com,,Salesforce
10876682,Inactive Investor,Christopher Godbey,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",christopher.godbey@ml.com,,Salesforce
10984097,Inactive Investor,Julie Carter,Financial Services Representative,"First Citizens Investor Services, Inc. Murphy NC 22 Hiwassee St",julie.carter@firstcitizens.com,,Salesforce
11145153,Inactive Investor,Yingmeng Wu,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
11020974,Inactive Investor,Tania Gonzalez,,J.P. Morgan Securities LLC Ventura CA 7730 Telegraph Rd,tania.gonzalez@jpmorgan.com,,Salesforce
10937178,Inactive Investor,Mary O'Brian,Managing Member;President,"Alera Retirement Advisors, LLC",mob@waterfordgroupny.com,,Salesforce
1632952,,Mark Taylor,,[Unknown],mark.t@ktda.xyz,,
10920907,Inactive Investor,Marjann Smith,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,marjann.smith@primerica.com,,Salesforce
11094103,Inactive Investor,Ivelise Zambrano,,"Allstate Financial Services, LLC Castle Rock CO 3750 Dacoro Ln",ivelisezambrano@allstate.com,,Salesforce
10661627,,William Farrell,,,will.ferrell@gs.com,,List Import
9632521,,Peter Zahos,,,zahosp@verizon.net,,List import
11128653,Inactive Investor,Ramou Taal,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9639438,,Gregory Warner,,,gwarner@inglesidellc.com,,List import
10931733,Inactive Investor,Charles Dodds,,Commonwealth Financial Network El Paso TX 5915 Silver Springs Dr,cdodds@commonwealth.com,,Salesforce
11021292,Inactive Investor,Francis Rudisill,,"MML Investors Services, LLC Galloway NJ Private Residence",,,Salesforce
9562926,,Tara Adams,,,tara1adams@aol.com,,List import
11219417,,Jeanette Allan,,,jeanette.m.allan@wellsfargo.com,,Other
9552459,,Christopher Leff,,,chris.leff@citadel.com,,List import
11212083,Inactive Investor,Lyric Schnur,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Renfrew PA Private Residence,lschnur@rwbaird.com,,Salesforce
11234473,Inactive Investor,Joshua Jimenez,,"Robinhood Financial, LLC",,,Salesforce
11204715,Inactive Investor,Eric Flores,,"Farmers Financial Solutions, LLC Covina CA 527 E Rowland St",eflores1@farmersagent.com,,Salesforce
9569918,,Justin Walsh,,,jwalsh@vikingglobal.com,,List import
10817742,Inactive Investor,Carol Donald,,LPL Financial LLC Park Ridge IL 1300 Higgins Rd,carol.donald@lpl.com,,Salesforce
11094493,Inactive Investor,David Loge,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,david.loge@primerica.com,,Salesforce
9605935,,Carl Hayes,,,cdhclub@yahoo.com,,List import
11121111,Inactive Investor,Jesse Thomas,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11189713,Inactive Investor,Andrew Eggert,Financial Advisor,"CUSO Financial Services, L.P. Portland OR 3010 SE Belmont St",,,Salesforce
11095274,Inactive Investor,Timothy Bertrand,,J.P. Morgan Securities LLC New York NY 988 8th Ave,timothy.bertrand@chase.com,,Salesforce
9619049,,John Dellobuono,,,johndellobuono@icloud.com,,List import
11134883,Inactive Investor,Cynthia Davis,,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,cynthiamdavis@primerica.com,,Salesforce
10841531,Inactive Investor,Peter Horwitch,,"J.W. Cole Financial, Inc. Colorado Springs CO 18 E Willamette Ave",,,Salesforce
10972144,Inactive Investor,Isabella Spain,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,isabella.spain@fmr.com,,Salesforce
11098087,Inactive Investor,David Sinz,,"Woodmen Financial Services, Inc.",dcsinz@woodmen.org,,Salesforce
9568582,,jeff manchester,,,jeff.manchester@gmail.com,,List import
9556254,,Eric Wiksten,,,ericmwiksten@gmail.com,,List import
9623321,,des naji,,,des_naji@outlook.com,,List import
10787028,Inactive Investor,Edmund Batchelor,Chief Executive Officer;Financial Advisor;Member,Smith Salley Wealth Management,scottb@smith-salley.com,,Salesforce
10864434,Inactive Investor,Stephen Green,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10792895,Inactive Investor,Thomas Orecchio,Chief Executive Officer;Elected Manager;Principal;Wealth Manager,"Modera Wealth Management, LLC",tomo@moderawealth.com,,Salesforce
10956044,Inactive Investor,Eric Juckem,Premier Banker;Senior Personal Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 15574 Pilot Knob Rd",,,Salesforce
10795993,Inactive Investor,Micah Taylor,Agent,"Principal Securities, Inc. Pond Creek OK Private Residence",taylor.micah@principal.com,,Salesforce
9546339,,Jordan Weide,,,sat.gmat@outlook.com,,List import
10978472,Inactive Investor,Bianca Marcellino,Financial Advisor,The Huntington Investment Company Chagrin Falls OH 8420 Washington St,bianca.marcellino@huntington.com,,Salesforce
10957048,Inactive Investor,Abigail Matsuyama,Financial Advisor,Edward Jones Huntsville AL 309 Longwood Dr SW,abby.matsuyama@edwardjones.com,,Salesforce
11058247,Inactive Investor,Faisal Fallatah,,Goldman Sachs & Co.,,,Salesforce
10996001,Inactive Investor,Rebekah Allen,Vice President,PFS Investments Inc. West Chester PA 127 E Chestnut St,rebekah.allen@primerica.com,,Salesforce
10935285,Inactive Investor,Jerry Breakfield,,State Farm VP Management Corp. Warrior AL 209 Louisa St,eddie.breakfield.gk7u@statefarm.com,,Salesforce
9617110,,Marco Partidas,,,marco.partidas@gmail.com,,List import
10803950,Inactive Investor,Susan Bridges,Member,"Colony Family Offices, LLC",,,Salesforce
10510611,,Patrick Travers,"Managing Director, Head of Distribution",Clear Street,ptravers@clearstreet.io,,List Import
9626320,,Mara Farrell,,,mara.manmontri@gmail.com,,List import
8078,, -,,[[Unknown]],guilherme.a.viel@gmail.com,,Initial Salesforce Import
10912354,Inactive Investor,Alexander Schwab,,"Allstate Financial Services, LLC Severna Park MD 517 Benfield Rd",alexanderschwab@allstate.com,,Salesforce
10659995,,Charles Raleigh,,,charles.raleigh@primerica.com,,List Import
10644613,,Stephen Jacobson,,,sjacobson@mesirowfinancial.com,,List Import
10860583,Inactive Investor,Levi Reigler,,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",,,Salesforce
9630714,,Jeremy Berman,,,jberman23@gmail.com,,List import
10856828,Inactive Investor,Kimberly Graham,,"Southeast Investments, N.C., Inc.",,,Salesforce
9618736,,Brian Joseph,,,bjoseph@empyrean.com,,List import
11114751,Inactive Investor,Keith Congdon,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11221428,,Robert Fiordaliso,,,rfiordaliso@needhamco.com,,List Import
11195558,Inactive Investor,Matt Bridge,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",matt.bridge@ml.com,,Salesforce
11106806,Inactive Investor,Daniel Shepherd,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,daniel.shepherd@altruist.com,,Salesforce
11138900,Inactive Investor,Candice Salcedo,,"Farmers Financial Solutions, LLC San Jose CA 816 N 1st St",csalcedo@farmersagent.com,,Salesforce
10798252,Inactive Investor,Denise Allen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Silver Spring MD 8601 Georgia Ave",denise.r.bump@ampf.com,,Salesforce
11129476,Inactive Investor,Nick Fowler,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10938694,Inactive Investor,David Bridgforth,Chief Compliance Officer;Managing Member,"South Texas Advisors For Retirees, LLC",,,Salesforce
10906932,Inactive Investor,Paul Burmeister,,Strategic Wealth Group Hastings MN 1303 S Frontage Rd,paul.burmeister@rwmgroup.net,,Salesforce
11032931,Inactive Investor,Joseph Toth,Financial Advisor,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",joseph.toth@equitable.com,,Salesforce
9632179,,Andrew Z,,,aziarno@hotmail.com,,List import
10930305,Inactive Investor,Jeffrey Glassgold,Relationship Manager,TD Private Client Wealth LLC West Palm Beach FL 2130 Centre Park West Dr,jeffrey.glassgold@td.com,,Salesforce
11181853,Inactive Investor,John Sloope,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",john.b.sloope@wellsfargoadvisors.com,,Salesforce
10793765,Inactive Investor,Eugene D'Amico,Financial Advisor,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",eugene.l.damico@wellsfargoadvisors.com,,Salesforce
10834669,Inactive Investor,Charles Crolle,Financial Advisor,LPL Financial LLC Rocky Hill CT Private Residence,charles.crolle@lpl.com,,Salesforce
10902627,Inactive Investor,Brad Thorstenson,Financial Advisor,Edward Jones Arvada CO 5460 Ward Rd,brad.thorstenson@edwardjones.com,,Salesforce
10911301,Inactive Investor,Mary Gilroy,Chief Compliance Officer,"Radnor Capital Management, LLC",mgilroy@radnorcm.com,,Salesforce
9567729,,David Kim,,,quadroteq@roadrunner.com,,List import
7465183,,Thomas Smith,,,bbtdrlst@bugfoo.com,,Web Form Fillout
9599628,,John Bowen,,,johnb@bowenfinancial.com,,List import
10847779,Inactive Investor,Christopher Bankovitch,,Portsmouth Financial Services,chris@portsmouthfinancial.com,,Salesforce
9621148,,Jim Regitz,,,jim@newportadvisory.com,,List import
11238261,Inactive Investor,Linda Suda,,"Vicus Capital, Inc.",linda.suda@pfginc.com,,Salesforce
10773724,Inactive Investor,Petro Zouzoulas,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",peter.zouzoulas@bofa.com,,Salesforce
11078364,Inactive Investor,Colt Pierotti,Financial Advisor,"Ameriprise Financial Services, LLC Cordova TN 138 Timber Creek Dr",,,Salesforce
11260893,Inactive Investor,Ryan Reusch,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
9560256,,Albert Woodworth,,,woodworth.bill@principal.com,,List import
10680357,,Matthew Tobin,,,matthew.tobin@thompsonhine.com,,List Import
10917269,Inactive Investor,Manohar Kasetty,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",mkasetty@financialguide.com,,Salesforce
10774869,Inactive Investor,Robert Mastrosimone,Financial Advisor;First Vice President,Morgan Stanley Hauppauge NY 888 Veterans Hwy,robert.mastrosimone@morganstanley.com,,Salesforce
9631561,,William Mccallister,,,gene@bandghi.com,,List import
352257,,Jay Burchfield,"Member, Registered Securities Representative","Trustcore Financial Services, Llc",jay.burchfield@trustcore.com,615-377-1177,Manual List Upload
9637218,,Amy Greenway,,,agreenway@lvwm.com,,List import
10877403,Inactive Investor,Ryan Knight,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",ryan.knight@ml.com,,Salesforce
11093944,Inactive Investor,Scott Lorenzen,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",slorenzen@ampf.com,,Salesforce
11069599,Inactive Investor,Lacy Foreman Labbe,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,lacy.labbe@morganstanley.com,,Salesforce
11005636,Inactive Investor,Lynne Ford,,"Vanderbilt Securities, LLC",,,Salesforce
11221739,,Steven Mccann,,,smccann@hudsonfinancial.com,,List Import
11069951,Inactive Investor,Timothy Degroot,,SECU Brokerage Services Greensboro NC 4014 Battleground Ave,tim.degroot@ncsecu.org,,Salesforce
10993446,Inactive Investor,Brandon Lane,,Goldman Sachs & Co.,,,Salesforce
11178076,Inactive Investor,Bryon Todd,,Morgan Stanley Visalia CA 520 W Main St,,,Salesforce
11007120,Inactive Investor,Tammy Natividad,,PFS Investments Inc. Houston TX 738 Hwy 6 S,tnatividad@primerica.com,,Salesforce
11236693,Inactive Investor,Kerry Worden,Investment Advisor Representative,"Equity Advisors, LLC Sonora CA Private Residence",,,Salesforce
10887107,Inactive Investor,Zeyad Hadi,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10645718,,Philip Cali,,,phil.cali.grxo@statefarm.com,,List Import
10981788,Inactive Investor,Meghan Holder,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,mholder.7fban@primerica.com,,Salesforce
10863616,Inactive Investor,Juan Torres,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,juan.torres@fmr.com,,Salesforce
11148573,Inactive Investor,John Wallace,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Simons Island GA 1600 Frederica Rd",john.wallace1@wellsfargo.com,,Salesforce
10975098,Inactive Investor,Susan Murphey,,Cetera Advisor Networks LLC Richmond VA 800 E Canal St,,,Salesforce
11235391,Inactive Investor,Dana Strickland,Financial Advisor,Scholar Financial Advising LLC Winston Salem NC Private Residence,,,Salesforce
9586138,,Sean Carney,,,alan.kennedy@ubs.com,,List import
373144,,Parixit Joshi,,[Unknown],pjoshi75@gmail.com,,source
11196175,Inactive Investor,Chito Roxas,,"Transamerica Financial Advisors, Inc Burlingame CA 1601 Bayshore Hwy",chito.roxas@tfaconnect.com,,Salesforce
10855216,Inactive Investor,Shelly Woodley,,"Cambridge Investment Research, Inc. Mount Vernon IA 206 1st St SW",,,Salesforce
10819848,Inactive Investor,Gregory Nelson,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",nelsong@stifel.com,,Salesforce
10916549,Inactive Investor,Eliane Ribeiro,,"The Investment Center, Inc. Worcester MA 1511 Main St",eribeiro@investmentctr.com,,Salesforce
10974785,Inactive Investor,John Barber,,"Ameritas Investment Company, LLC Columbus OH 6797 N High St",john.barber@ameritas.com,,Salesforce
10999557,Inactive Investor,Joseph Pedalino,,"Farmers Financial Solutions, LLC San Mateo CA 635 Mariners Is Blvd",,,Salesforce
11149929,Inactive Investor,Travis Scott,,Cetera Investment Services LLC Vienna VA 1577 Spring Hill Rd,travis.scott@ceterainvestors.com,,Salesforce
9638693,,Kelsey Molyet,,,kmolyet@walther.org,,List import
10852691,Inactive Investor,Rebecca Bessette,Client Service Associate,Morgan Stanley Boston MA 28 State St,rebecca.bessette@morganstanley.com,,Salesforce
9576920,,Dean Cicone,,,dean.cicone@fidelity.com,,List import
10898925,Inactive Investor,Eric Blessing,Financial Advisor,PNC Investments Huntington IN 2020 N Jefferson St,eric.blessing@pnc.com,,Salesforce
10811789,Inactive Investor,Julio Revuelta,Senior Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",julio.revuelta@raymondjames.com,,Salesforce
9546549,,Tyreek Houston,,,tyreek.rh@gmail.com,,List import
9578650,,george phillip,,,allsearch52@gmail.com,,List import
10816526,Inactive Investor,Brandon Curtis,Financial Advisor,LPL Financial LLC Sugar Land TX 6542 Greatwood Pkwy,brandon.curtis@lpl.com,,Salesforce
10858780,Inactive Investor,Bobby Lewis,,State Farm VP Management Corp. Choctaw OK 2100 Harper St,bobby.lewis.m313@statefarm.com,,Salesforce
10617274,,Brian McNamara,,,bmcnamara@ampf.com,,List Import
10979744,Inactive Investor,Maurice Hayes,,PFS Investments Inc. King of Prussia PA 101 Bill Smith Blvd,mauricehayes@primerica.com,,Salesforce
11120227,Inactive Investor,Ashli Welch,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",ashli.welch@rbc.com,,Salesforce
4865000,,Alfredo Rumilla,,,aerumilla2md@gmail.com,,Web Form Fillout
10940516,Inactive Investor,Tuan Pham,,J.P. Morgan Securities LLC,tuan.pham@jpmorgan.com,,Salesforce
351944,,Lisa Haughton,Professional Assistant,"Sterling Investment Partners Advisers, Llc",haughton@sterlinglp.com,203-226-8711,Manual List Upload
10963908,Inactive Investor,Kristopher Dennis,,"Empower Financial Services, Inc",kristopher.dennis@empower.com,,Salesforce
11203630,Inactive Investor,Hoi Yan Chan,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,hoiyan.chan@fmr.com,,Salesforce
10647600,,Louis Garofano,,,louis.garofano@wellsfargoadvisors.com,,List Import
11130841,Inactive Investor,Hannah Mcspadden,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",hannah.m.mcspadden@ml.com,,Salesforce
10844205,Inactive Investor,Jeff Eastburn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jeff.eastburn@ml.com,,Salesforce
10804452,Inactive Investor,Thomas Sequist,Financial Advisor;Vice President,Morgan Stanley Stowe VT 628 Mountain Rd,thomas.sequist@morganstanley.com,,Salesforce
10942641,Inactive Investor,Andrew Kennedy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9626296,,Denzel Uzande,,,denzeluzzie@gmail.com,,List import
11198740,Inactive Investor,Samuel Freeman,,"Raymond James & Associates, Inc.",samuel.freeman@raymondjames.com,,Salesforce
11101188,Inactive Investor,Patrick Cavanaugh,Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",patrick.cavanaugh@nm.com,,Salesforce
10863597,Inactive Investor,Dwight House,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,dwight_house@vanguard.com,,Salesforce
10781582,Inactive Investor,Royce Bergman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,royce.bergman@ubs.com,,Salesforce
10853694,Inactive Investor,Eric Anderson,,"Harbour Investments, Inc. Mankato MN 600 S 2nd St",,,Salesforce
10862731,Inactive Investor,George Waters,,Stonex Securities Inc. Hicksville NY Private Residence,george.waters@saswealth.com,,Salesforce
211218,,Justin Miller,CIO,Milestone FInancial Associates,jmiller@milestonefa.com,,Paid Search
340289,,Kevin Jackson,Senior Associate,"Orchard Holdings Group, Llc",kjackson@orchardholdings.com,513-754-3500,Manual List Upload
10832204,Inactive Investor,Jeffrey Wren,Vice President,LPL Financial LLC Littleton CO Private Residence,jeff.wren@lpl.com,,Salesforce
9571985,,Steve Sulatycki,,,steve.sulatycki@gmail.com,,List import
10964639,Inactive Investor,Nicholas Lenz,,LPL Financial LLC Stockton CA 338 E Lindsay St,nicholas.lenz@lpl.com,,Salesforce
10980311,Inactive Investor,Owen Van Syckle,,"Osaic Institutions, Inc. Virginia Beach VA 2309 Mariners Mark Way",,,Salesforce
10915376,Inactive Investor,Terrence Pellitteri,,Commonwealth Financial Network Latham NY 2 Northway Ln,tpellitteri@commonwealth.com,,Salesforce
11185336,Inactive Investor,Henry Gan,Chief Compliance Officer;Managing Member,GAN Private Wealth Management LLC,henry@ganprivatewealth.com,,Salesforce
10968664,Inactive Investor,Devon Barker,,"Osaic Wealth, Inc. Conifer CO Private Residence",,,Salesforce
214978,,Glenn Rockman,,United States,grockman@gmail.com,,
11028013,Inactive Investor,Jack Kosinski,Senior Wealth Advisor,"East End Financial Group, Inc.",jfkosinski@eefgcorp.com,,Salesforce
11220094,,Saad Idrissi,,,saad@domiinvestors.com,,Other
10964747,Inactive Investor,Rishabh Jain,,Cetera Advisor Networks LLC,,,Salesforce
11012521,Inactive Investor,Phyllis Siciliano,,PFS Investments Inc. Waterbury CT 207 Bank St,psiciliano@primerica.com,,Salesforce
10940762,Inactive Investor,Jenni Sanders,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10849943,Inactive Investor,Chris Higashihara,,Edward Jones,chris.higashihara@edwardjones.com,,Salesforce
11220947,,Davis Blomquist,,,davis.blomquist@allworthfinancial.com,,List Import
10800520,Inactive Investor,Joel Frost,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",,,Salesforce
11220773,,Cory Sinclair,,,cory.sinclair@empower.com,,List Import
11026881,Inactive Investor,Federico Rabe,,"Farmers Financial Solutions, LLC Woodland Hills CA 21241 Ventura Blvd",frabe@farmersagent.com,,Salesforce
10865836,Inactive Investor,Fares Gebremichael,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,fares.gebremichael@fmr.com,,Salesforce
11221135,,Gary Copi,,,gcopi@ifaadvisors.com,,List Import
2104178,,vahid reza farshidfar,,,vahidrezafarshidfar@gmail.com,,
11235955,Inactive Investor,Peyton Gallovich,Investment Advisor Representative,PFG Advisors,,,Salesforce
10954845,Inactive Investor,Baher Abdelmalek,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10466303,,Gregg Brunson-Pitts,,,gregg@adavteam.com,,Web Form Fillout
11021807,Inactive Investor,Anthony King,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",anthony.king@ml.com,,Salesforce
11236985,Inactive Investor,Michele Diesel,Private Wealth Manager,"ONE Advisory Partners, LLC",,,Salesforce
11065181,Inactive Investor,Reagan Blissard,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",reagan.blissard@tiaa.org,,Salesforce
11194431,Inactive Investor,Cindy Gardner,,"Osaic Wealth, Inc. Blackfoot ID 298 W Bridge St",,,Salesforce
11148316,Inactive Investor,Gregory McLean,Financial Advisor,LPL Financial LLC Somerville MA 399 Highland Ave,gregory.mclean@lpl.com,,Salesforce
11144851,Inactive Investor,Alan Friedland,,"Equity Services, Inc. Cockeysville MD 54 Scott Adam Rd",friedland_alan@nlvmail.com,,Salesforce
9565437,,Sarah Gianninoto,,,sarah.b.smets@citizensbank.com,,List import
11155107,Inactive Investor,Adam Heller,,Goldman Sachs & Co.,,,Salesforce
9596627,,Mark Vanderlinden,,,mark.vanderlinden@pfmria.com,,List import
10757916,Inactive Investor,Joseph Icon,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",joseph.icon@wellsfargoadvisors.com,,Salesforce
11233338,Inactive Investor,Autumn Pulis,Business Office Administrator,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11133293,Inactive Investor,Lovic Hodnette,Financial Advisor,Edward Jones Eufaula AL 630 E Broad St,pierce.hodnette@edwardjones.com,,Salesforce
10851977,Inactive Investor,Robert Marshbanks,,"Raymond James Financial Services, Inc. Lancaster KY 20 Commerce Dr",robert.marshbanks@raymondjames.com,,Salesforce
10808672,Inactive Investor,Bryce Flaming,Senior Vice President - Wealth Management,UBS Financial Services Inc. Wichita KS 1635 N Waterfront Pkwy,bryce.flaming@ubs.com,,Salesforce
11020690,Inactive Investor,Emiliano Carrasco Garcia,,J.P. Morgan Securities LLC Medford OR 81 E Stewart Ave,emiliano.carrasco-garcia@jpmorgan.com,,Salesforce
10949097,Inactive Investor,Gina Booker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9632788,,Brian DeLucia,,,brian.delucia@arrivatollc.com,,List import
11172289,Inactive Investor,Jane Glaubinger,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jane_glaubinger@ml.com,,Salesforce
10767869,Inactive Investor,Leon Roat,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Jose CA 1 Almaden Blvd",leon.a.roat@ampf.com,,Salesforce
9635821,,Scott Lexton,,,slexton@raine.com,,List import
10614839,,Warren Teich,"Financial Advisor, Senior Vice President - Wealth Management",,warren.teich@morganstanley.com,,List Import
11165103,Inactive Investor,Jeffrey Gundrum,Financial Professional,"Equitable Advisors, LLC Deerfield IL 1751 Lake Cook Rd",,,Salesforce
11184594,Inactive Investor,Vincent Gerardi,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",vince.gerardi@wellsfargoadvisors.com,,Salesforce
10648038,,Kelly Vanalstine,,,kelly.vanalstine@icadvisorgroup.com,,List Import
9606977,,leslie kwok,,,lesliekwok888@gmail.com,,List import
11140505,Inactive Investor,Robert Reavis,Associate Financial Advisor,Oppenheimer & Co. Inc. Winston Salem NC 380 Knollwood St,robert.reavis@opco.com,,Salesforce
9570913,,Kristen Frederick,,,kristen@torreya.com,,List import
10961577,Inactive Investor,Karen Clemens,,"The Investment Center, Inc. West Chester PA 1233 Waterford Rd",kclemens@investmentctr.com,,Salesforce
11139515,Inactive Investor,Tawanda Jones,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10768915,Inactive Investor,Scott Snyder,Financial Advisor;Operations Analyst,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",scott.s.snyder@wellsfargoadvisors.com,,Salesforce
11039974,Inactive Investor,Bruce Brownell,,"ValMark Securities, Inc. Ponta Vedra FL Private Residence",,,Salesforce
10773712,Inactive Investor,Christine Bone,,"VALIC Financial Advisors, Inc. Columbus GA Private Residence",christine.bone@valic.com,,Salesforce
9583728,,Marc Scudillo,,,mscudillo@eawmcb.com,,List import
9599698,,Raymond Sagayam,,,rsagayam@pictet.com,,List import
10656177,,David Charnot,,,david.charnot@hdvest.net,,List import
171171,,Hardik Patel,,[Unknown],hp@hjpmanagement.com,,Organic Search
10471235,,rel israel gafner,,,relgafner@gmail.com,,Web Form Fillout
11138877,Inactive Investor,Erin Allsberry,,"Farmers Financial Solutions, LLC Corona CA 355 N Sheridan St",eallsberry@farmersagent.com,,Salesforce
11016754,Inactive Investor,Riley Whitham,,"RBC Capital Markets, LLC",,,Salesforce
10982876,Inactive Investor,Jonathan Barnett,Wealth Management Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
9575259,,Tracey Barger,,,tracey.barger@tfaconnect.com,,List import
9636882,,Mehran Assadi,,,massadi@sentinelinvestments.com,,List import
10875198,Inactive Investor,Charley Eubanks,Relationship Manager,"Charles Schwab & Co., Inc. Plano TX Private Residence",,,Salesforce
10659855,,Kelly Lombardo,,,kelly.lombardo@wellsfargoadvisors.com,,List Import
11049528,Inactive Investor,Emily Masters,Chief Compliance Officer,"Ridge Creek Global, Inc. Strongsville OH PO Box 360166",masters@ridgecreekglobal.com,,Salesforce
10932435,Inactive Investor,Dennis Roy,Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 888 Reservoir Ave",dennis.e.roy@ampf.com,,Salesforce
11005156,Inactive Investor,Tabatha Kender,,J.P. Morgan Securities LLC Lorain OH 5971 Leavitt Rd,tabatha.kender@jpmorgan.com,,Salesforce
11022519,Inactive Investor,Jaseth Bassaragh,Financial Advisor,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,jbassaragh@primerica.com,,Salesforce
10656590,,Lindsay Ardis,,,lardis@lordabbett.com,,List Import
241048,,Tom Winkler,Institutional Consultant,Hartford Funds | ETFs,thomas.winkler@hartfordfunds.com,,Event
10761904,Inactive Investor,William Goeckeler,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",william.h.goeckeler@wellsfargoadvisors.com,,Salesforce
11093047,Inactive Investor,David Smith,,State Farm VP Management Corp.,dave.smith.su4u@statefarm.com,,Salesforce
10764795,Inactive Investor,Rebecca Gutches,,"Wells Fargo Clearing Services, LLC Newport News VA 11817 Canon Blvd",jill.gutches@wellsfargo.com,,Salesforce
11073258,Inactive Investor,Jeffrey Leathe,Investment Advisor Representative;Principal,"Leathe & Associates, LLC",jeff@leatheassociates.com,,Salesforce
10830762,Inactive Investor,Leanne Jewett,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",leanne_jewett@ml.com,,Salesforce
9567655,,Barbara Bilello,,,bbilello@regentatlantic.com,,List import
89401,,Craig Greissman,,MARS Funding,greissman@gmail.com,(917) 553-1847,
11160115,Inactive Investor,Richard Corbett,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",jeff.corbett@ml.com,,Salesforce
10996869,Inactive Investor,Brandon Blevins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9640660,,Michal Zajac,,,zajac.michale@gmail.com,,List import
10763813,Inactive Investor,Sean O'Kelly,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley Denver CO 3033 E 1st Ave,sean.okelly@morganstanley.com,,Salesforce
9587799,,Daniel Sutton,,,dansutton@msn.com,,List import
11201406,Inactive Investor,Anthony Scala,,Network 1 Financial Securities Inc. Great Neck NY 11 Middle Neck Rd,,,Salesforce
10644241,,Patrick Vaccaro,,,patrick.vaccaro@morganstanley.com,,List Import
10886195,Inactive Investor,Kelly Urban,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Madison WI 4602 E Towne Blvd",kelly.urban@usbank.com,,Salesforce
10613743,,Edward Murphy,"Managing Director, Senior Financial Advisor",,ed.murphy@wfafinet.com,,List Import
11237017,Inactive Investor,Joseph Ghio,Equity Research Analyst,"Williams Jones Wealth Management, LLC",,,Salesforce
9570535,,Sean Powers,,,sean.powers@fidelity.com,,List import
9546881,,Michael Aronesty,,,mike@wigsalon.com,,List import
10647962,,Vimala Snow,,,vsnow@cressetcapital.com,,List Import
10880426,Inactive Investor,Shuli Zhang,,NYLIFE Securities LLC Flushing NY 3902 Main St,szhang3@ft.newyorklife.com,,Salesforce
10977718,Inactive Investor,Tyler Ikard,,"Wells Fargo Clearing Services, LLC Chandler AZ 1004 W Chandler Blvd",,,Salesforce
10872677,Inactive Investor,Jesus Huallanca,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buford GA 1900 Mall of Georgia Blvd",jesus.huallanca@ml.com,,Salesforce
52250,,James Henry,"Financial Advisor, Financial Representative","Principal Securities, Inc.",henry.jim@principal.com,888-774-6267,
208605,,Zachary Pallis,Senior Associate,"Hightower Advisors, Llc",zach.pallis@hightoweradvisors.com,212-891-5062,
10872524,Inactive Investor,Barry Caparotta,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",barry.caparotta@nm.com,,Salesforce
10919701,Inactive Investor,Bruce Blumberg,Financial Advisor,LPL Financial LLC Carmel IN 11611 N Meridian St,bruce.blumberg@lpl.com,,Salesforce
11125680,Inactive Investor,Carlaann Goedtke,,"American Portfolios Financial Services, Inc. Slayton MN 1prairie Dr",cgoedtke@americanportfolios.com,,Salesforce
10928766,Inactive Investor,Michael Bille,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
10886919,Inactive Investor,Raj Patel,,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,,,Salesforce
10892367,Inactive Investor,Hailey Thostenson,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",,,Salesforce
236646,, -,,[[Unknown]],zainal409@gmail.com,,Other
10814851,Inactive Investor,Julio Lugo,,Morgan Stanley,,,Salesforce
9625740,,Diane Duff,,,jcdambro@comcast.net,,List import
10647159,,Jeffrey Schuler,,,jschuler@ft.newyorklife.com,,List import
10853591,Inactive Investor,Brooke Harrison,Vice President,"Principal Securities, Inc. Alpharetta GA Private Residence",harrison.brooke@principal.com,,Salesforce
11039605,Inactive Investor,Katherine Sauer,,"Cambridge Investment Research, Inc. Chicago IL 350 N Orleans St",,,Salesforce
10979696,Inactive Investor,Nelson Chavarria,,J.P. Morgan Securities LLC Chicago IL 4843 N Kedzie Ave,nelson.chavarria@jpmorgan.com,,Salesforce
10959836,Inactive Investor,Deanna Gaylor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10968562,Inactive Investor,Daniel Doyle,Chief Compliance Officer;Principal,Oak Park Wealth Management LLC,,,Salesforce
11029376,Inactive Investor,Olivia Smith,,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",,,Salesforce
10755271,Inactive Investor,Benjamin Johnson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",ben.johnson77@ml.com,,Salesforce
11180243,Inactive Investor,Jacob Warren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.warren@fmr.com,,Salesforce
10776833,Inactive Investor,Derrick Shipp,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,derrick.shipp@fidelity.com,,Salesforce
11206194,Inactive Investor,Dennis Silva,Financial Advisor,LPL Financial LLC Medford OR 2600 E Barnett Rd,dennis.silva@lpl.com,,Salesforce
11031528,Inactive Investor,Mark Frandsen,,"Allstate Financial Services, LLC Bellevue WA 5624 119th Ave SE",markfrandsen@allstate.com,,Salesforce
11048988,Inactive Investor,John Laduke,,"Allstate Financial Services, LLC Arlington Heights IL 205 S Arlington Heights Rd",,,Salesforce
9581182,,Jason Stahl,,,jason.stahl@securitiesamerica.com,,List import
10803004,Inactive Investor,Gray Goudeau,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Metairie LA 1 Galleria Blvd",gray.l.goudeau@ampf.com,,Salesforce
11158987,Inactive Investor,Libby Pickels,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11160992,Inactive Investor,Kai Wong,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,kai.wong@jpmorgan.com,,Salesforce
10852870,Inactive Investor,Joshua Griep,Financial Advisor,Edward Jones Beaver Dam WI 203 Corporate Dr,,,Salesforce
10873195,Inactive Investor,William Krzesinski,,"Cambridge Investment Research, Inc. Concord NH Private Residence",,,Salesforce
333223,,Tim Duchesneau,,Argent Wealth,tduchesneau@argentwm.com,,Manual List Upload
9580971,,Kim Ortiz,,,kortiz@cortecgroup.com,,List import
11051996,Inactive Investor,James Frey,Financial Advisor,Edward Jones Lake Saint Louis MO 3401 Technology Dr,kevin.frey@edwardjones.com,,Salesforce
11125741,Inactive Investor,Ashley Mackenzie,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",ashley.mackenzie@nm.com,,Salesforce
11188893,Inactive Investor,Jeffrey Walch,,"Allstate Financial Services, LLC Wexford PA 10850 Perry Hwy",jeffreywalch@allstate.com,,Salesforce
10619298,,Martin Pawelec,,,martin.k.pawelec@morganstanley.com,,List Import
10759866,Inactive Investor,Teotihuacan Ngatuvai,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,teo.ngatuvai@fmr.com,,Salesforce
10820283,Inactive Investor,John Trahern,Financial Advisor,LPL Financial LLC Prescott AZ Private Residence,bruce.trahern@lpl.com,,Salesforce
10353592,,K Smith,,,ncentral@yahoo.com,,Web Form Fillout
11096662,Inactive Investor,Christopher Ohlert,,Cetera Advisor Networks LLC Utica MI 48377 Van Dyke Ave,,,Salesforce
9609274,,carolyn aversano,,,carolyn.aversano@gmail.com,,List import
7660824,,Mark Samarin,,,niramas@aol.com,2532737278,Web Form Fillout
9584374,,Thomas Baird,,,tom@foresightmgt.com,,List import
11018013,Inactive Investor,Kimberly Starks,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,starks.kimberly@primerica.com,,Salesforce
11081050,Inactive Investor,Todd Fortune,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",todd_fortune@ml.com,,Salesforce
9556236,,Timothy Trier,,,tim.trier@thrivent.com,,List import
10963207,Inactive Investor,Sarah Vest,,Key Investment Services LLC Springfield OR 1625 Mohawk Blvd,sarah.vest@key.com,,Salesforce
10961922,Inactive Investor,Bryce Roebke,Financial Advisor,LPL Financial LLC Mount Pleasant MI 118 W Michigan St,bryce.roebke@lpl.com,,Salesforce
11137180,Inactive Investor,Dustin West,Financial Advisor,Edward Jones Waterloo IL 867 N Rte 3,dustin.west@edwardjones.com,,Salesforce
9569907,,Brian Schreiner,,,brianschreiner@gmail.com,,List import
340744,,Kevin Robinson,"Senior Managing Director, General Counsel, Corporate Secretary","Guggenheim Funds Distributors, Llc",krobinson@claymore.com,800-820-0888,Manual List Upload
10843650,Inactive Investor,Larry Nevonen,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",lnevonen@massmutual.com,,Salesforce
10510295,,Guillermo Sebastiá,ETFs Sales Manager,Rankia,guillermo@rankia.com,,List Import
10868302,Inactive Investor,James Norris,Financial Advisor,"Ameriprise Financial Services, LLC Rock Hill SC 331 E Main St",james.t.norris@ampf.com,,Salesforce
9620051,,Mike Erskine,,,merskine@gamblejonescapital.com,,List import
10906473,Inactive Investor,Eric Karlson,Managing Director;Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,eric.karlson@nb.com,,Salesforce
11111607,Inactive Investor,Mark Kangas,,"Charles Schwab & Co., Inc. Wayzata MN 130 Lake St W",,,Salesforce
10762873,Inactive Investor,Richard Thaler,Board Member;Principal,Fuller & Thaler Asset Management Inc,,,Salesforce
9619899,,Lorand Imecs,,,imecs1993@gmail.com,,List import
2599046,,Weiwei Huang,,,vivenhuang412@gmail.com,,
9557184,,Scott Graham,,,klapatche7260@hotmail.com,,List import
236095,, -,,[[Unknown]],john@schwarzfr.com,,
11171942,Inactive Investor,Annanethia Hattney,,"Allstate Financial Services, LLC Stockbridge GA 3230 N Henry Blvd",annanethiahattney@allstate.com,,Salesforce
10894495,Inactive Investor,Alan Friend,,"Osaic Wealth, Inc. Potomac MD 1515 Allview Dr",,,Salesforce
11114045,Inactive Investor,Jason Worley,,Cetera Advisor Networks LLC O Fallon MO 512 Villa Piazza Ct,,,Salesforce
9632658,,Patrick Tremblay,,,pattrem@gmail.com,,List import
11000412,Inactive Investor,Richard Meyers,,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,,,Salesforce
9589049,,Michael Aka,,,akachriscolorado@gmail.com,,List import
10882610,Inactive Investor,Aaron Thomas,,LPL Financial LLC Houston TX 11511 Katy Fwy,aaron.thomas@lpl.com,,Salesforce
10842548,Inactive Investor,Andrew Basinger,Chief Executive Officer;Managing Director,"Live Oak Private Wealth, LLC",andy.basinger@liveoakprivatewealth.com,,Salesforce
10824680,Inactive Investor,Ian Macdermott,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",ian.macdermott@ml.com,,Salesforce
6780252,,Sohel rana,,,sr8288177@gmall.com,,Web Form Fillout
10861187,Inactive Investor,James Walsh,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",james.walsh@bofa.com,,Salesforce
10659915,,Veronica Guerrero,,,vg@ntrs.com,,List Import
10976895,Inactive Investor,Samer Gergis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10798181,Inactive Investor,Charles Naddaff,,"Glen Eagle Wealth, LLC Langhorne PA 413 Executive Dr",,,Salesforce
9559371,,Lacey Hilton-Loewe,,,loewe.lacey@principal.com,,List import
10868710,Inactive Investor,Michael Smith,,Cetera Advisor Networks LLC Canonsburg PA 400 Southpointe Blvd,michaelmsmith@ceteranetworks.com,,Salesforce
11175224,Inactive Investor,Brian Fox,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10978244,Inactive Investor,Spencer Andelson,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
225187,,Theo haddad,,[Unknown],haddadth@gmail.com,,Direct
11150886,Inactive Investor,Benjamin Whitacre,Wealth Management Advisor,LPL Financial LLC Ponte Verda FL Private Residence,ben.whitacre@lpl.com,,Salesforce
10770085,Inactive Investor,Steven Kang,,Cetera Financial Specialists LLC Artesia CA 17918 Pioneer Blvd,steven.kang@ceterafs.com,,Salesforce
11042399,Inactive Investor,Jason McCarthy,,LPL Financial LLC Clinton NJ Private Residence,jason.mccarthy@lpl.com,,Salesforce
9625148,,Julia Sun,,,info@allegiantcapital.com,,List import
10488965,,Walter Anthony,"Financial Advisor, Senior Vice President",Hilltop Securities Inc. Plano TX 5601 Granite Pkwy,walter.anthony@aacreditunion.org,972-624-6307,List Import
11079381,Inactive Investor,David Jensen,,"Farmers Financial Solutions, LLC Winona MN 350 E Sarnia St",djensen@farmersagent.com,,Salesforce
10919578,Inactive Investor,Zachary Jacobsen,,"FBL Marketing Services, LLC Laramie WY 1267 N 15th St",zachary.jacobsen@fblfinancial.com,,Salesforce
11061249,Inactive Investor,Peter Rupcich,,NYLIFE Securities LLC Saint John IN Private Residence,prupcich@ft.newyorklife.com,,Salesforce
11207879,Inactive Investor,Miguel Romero,,Morgan Stanley,miguel.romero@morganstanley.com,,Salesforce
10786411,Inactive Investor,William Nasgovitz,Chief Executive Officer;Director;Portfolio Manager,"Heartland Advisors, Inc.",,,Salesforce
10924254,Inactive Investor,Richard Chess,,"Crescent Securities Group, Inc.",rchess@crescentsecurities.com,,Salesforce
10943449,Inactive Investor,Adolfo Oliver,Chief Compliance Officer;Chief Executive Officer;Managing Member,BPBI LLC New York NY 900 3rd Ave,adolfo.rios@bpbiwm.com,,Salesforce
9553012,,leo chen,,,188991808@qq.com,,List import
11208713,Inactive Investor,Nicholas Martin,Private Client Banker,J.P. Morgan Securities LLC Madison WI 602 N High Point Rd,nicholas.j.martin@jpmorgan.com,,Salesforce
10990474,Inactive Investor,Brian Grubb,,Huntleigh Securities Corporation,bgrubb@hntlgh.com,,Salesforce
10620261,,Niraj Mohanka,,,nmohanka@protonmail.com,,Web Form Fillout
9648001,,ron palmeri,,,ron@arringtonxrpcapital.com,,List import
11169982,Inactive Investor,Valerie Ford-Anderson,,J.P. Morgan Securities LLC Detroit MI 1620 Michigan Ave,valerie.y.anderson@chase.com,,Salesforce
10879073,Inactive Investor,June Schroeder,Financial Planner;Founding Partner,"Liberty Financial Group, Inc.",,,Salesforce
10824651,Inactive Investor,Daniel Allen,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,daniel.m.allen@ubs.com,,Salesforce
11108988,Inactive Investor,Ryan Haiss,,"Flynn Zito Capital Management, LLC",,,Salesforce
7058798,,sadara sada,,,fofiy20918@terkoer.com,,Web Form Fillout
10765497,Inactive Investor,Christopher Heying,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Madison WI 8000 Excelsior Dr",chris.heying@usbank.com,,Salesforce
10887571,Inactive Investor,James Plair,Financial Consultant,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",james.plair@equitable.com,,Salesforce
11100535,Inactive Investor,Lisa Stark,Financial Planning Specialist;Senior Registered Associate,Morgan Stanley Cockeysville MD 303 International Cir,lisa.stark@morganstanley.com,,Salesforce
10836726,Inactive Investor,Francis Gutrich,Wealth Advisor,HighPoint Planning Partners,fran.gutrich@hiptpartners.com,,Salesforce
10831313,Inactive Investor,Annelise McCauley,Chief Client Experience Officer;Executive Vice President,"Sequoia Financial Group, L.L.C.",,,Salesforce
10869167,Inactive Investor,James Sargent,,BentOak Capital,,,Salesforce
10988112,Inactive Investor,Jamison Jones,,"Ameritas Investment Company, LLC",jamison.jones@ameritas.com,,Salesforce
10996069,Inactive Investor,Javier Villanueva,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",javier.villanueva@ml.com,,Salesforce
11180814,Inactive Investor,Colin Dempsey,Premier Banker,"Wells Fargo Clearing Services, LLC Point Pleasant Beach NJ 3223 Bridge Ave",colin.dempsey@wellsfargoadvisors.com,,Salesforce
9623302,,Joshua Kushner,,,joshua@thrivecap.com,,List import
11006007,Inactive Investor,Monica Faithfull,Relationship Manager,"CW Advisors, LLC",mfaithfull@cwadvisorsgroup.com,,Salesforce
11113316,Inactive Investor,Victoria Carroll,,"Kestra Investment Services, LLC Berwyn PA 1049 Lancaster Ave",,,Salesforce
11183575,Inactive Investor,James Christianson,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Lake Oswego OR 5400 Meadows Rd,jchristianson@rwbaird.com,,Salesforce
10879094,Inactive Investor,Ira Aguado,,Cetera Investment Services LLC Garden City NY 1325 Franklin Ave,ira.aguado@ceterais.com,,Salesforce
11129879,Inactive Investor,Amy Ahl,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",amy.ahl@schwab.com,,Salesforce
351077,,Brook Smith,Partner,Ancor Capital Partners,bsmith@ancorcapital.com,817-877-4458,Manual List Upload
10761836,Inactive Investor,Enrique Falla,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",enrique_falla@ml.com,,Salesforce
11230136,Inactive Investor,Alejandro Polania,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,agrimaldi01@ft.newyorklife.com,,Salesforce
10820888,Inactive Investor,Kimberly McDaniels,,"Raymond James Financial Services, Inc. Walla Walla WA 1127 S 2nd Ave",kim.mcdaniels@raymondjames.com,,Salesforce
11079890,Inactive Investor,Colin Wesselkamper,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,colin.wesselkamper@jpmorgan.com,,Salesforce
10755582,Inactive Investor,Tracy Schechter,Assistant Vice President;Strategy Execution Lead;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",tracy_j_schechter@ml.com,,Salesforce
10603848,,David Meneret,"Chief Executive Officer, Chief Investment Officer",Mill Hill Capital LLC,david.meneret@millhillcap.com,,List Import
10944568,Inactive Investor,Matthew Macho,Financial Advisor,Lincoln Investment Waltham MA 95 Sawyer Rd,mmacho@lincolninvestment.com,,Salesforce
3260428,,Timothy Cook,,,cook.tim2@gmail.com,,Web Form Fillout
10615555,,Luciano Marciano,Financial Advisor,,lou.marciano@lpl.com,,List Import
2065486,,Henry Sorbaro,,,henrysorbs@gmail.com,,
9621114,,Nick Cheung,,,nickcheung1206@gmail.com,,List import
7184,, -,,[[Unknown]],schade37@gmail.com,,Initial Salesforce Import
11076420,Inactive Investor,James Lormer,,"MML Investors Services, LLC Marshfield MA 20 Congress St",jlormer@financialguide.com,,Salesforce
10760493,Inactive Investor,David Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",dmark.smith@wellsfargo.com,,Salesforce
11206812,Inactive Investor,Regina Vieth,,NYLIFE Securities LLC Amarillo TX 600 S Tyler St,rvieth@ft.newyorklife.com,,Salesforce
11029013,Inactive Investor,Mark Peterson,,"Principal Securities, Inc. Duluth MN 302 W Superior St",,,Salesforce
10841476,Inactive Investor,Joshua Brewer,Financial Consultant,LPL Financial LLC Bangor ME 80 Exchange St,josh.brewer@lpl.com,,Salesforce
10947631,Inactive Investor,Matthew Rogers,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",,,Salesforce
10849027,Inactive Investor,Heather Robb,Senior Private Client Assistant,Janney Montgomery Scott LLC,hrobb@janney.com,,Salesforce
11231770,Inactive Investor,Nicole Bartolomeo,,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,,,Salesforce
11096427,Inactive Investor,Robert Hickey,,Morgan Stanley Westfield NJ Private Residence,robert.hickey@morganstanley.com,,Salesforce
9598710,,Brian LeBlanc,,,bjleblanc@gmail.com,,List import
9557807,,Scott McKenzie,,,scott.mckenzie@suntrust.com,,List import
11098009,Inactive Investor,Charles Garcia,Head - Advisory Services,PAX Financial Group,,,Salesforce
371289,,Edward Martin,,[[Unknown]],eddie@eddiedonna.com,,Website
11195763,Inactive Investor,Brian Williamson,,LPL Financial LLC Rochester MN 975 34th Ave NW,brian.williamson@lpl.com,,Salesforce
11019623,Inactive Investor,Brett Moore,,"Pruco Securities, LLC. Indianapolis IN 7962 Oaklandon Rd",brett.moore@prudential.com,,Salesforce
9580999,,Rob Schmitt,,,rschmitt@schgroup.com,,List import
11041005,Inactive Investor,Sanjay Patel,,"Northwestern Mutual Investment Services, LLC Anaheim CA 160 N Riverview Dr",sanjay.patel@nm.com,,Salesforce
11192511,Inactive Investor,Michael Schiffer,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",michael.schiffer@wellsfargoadvisors.com,,Salesforce
10854920,Inactive Investor,Melissa Estrich,Chief Administrative Officer;Partner,Venture Visionary Partners LLC,mestrich@venturevp.com,,Salesforce
10753291,Inactive Investor,Christopher Fuchs,Financial Advisor,LPL Financial LLC Santa Monica CA 915 3rd St,mark.fuchs@lpl.com,,Salesforce
11003258,Inactive Investor,Kenyon Laughrey,Financial Advisor,LPL Financial LLC Saint Cloud FL 1123 Florida Ave,kenyon.laughrey@lpl.com,,Salesforce
11066199,Inactive Investor,Stacy Masters,,"Paradigm Equities, Inc.",smasters@mea.org,,Salesforce
11040114,Inactive Investor,Robert Johnson,Advisor,Robert W. Baird & Co. Incorporated Indianapolis IN 8801 River Crossing Blvd,rkjohnson@rwbaird.com,,Salesforce
10937086,Inactive Investor,Jorge Naguib Kahatt Soto,,Evercore Group L.L.C.,,,Salesforce
11044745,Inactive Investor,Deborah Wiltse,,State Farm VP Management Corp. Chandler AZ 4980 S Alma School Rd,debbie.wiltse.l205@statefarm.com,,Salesforce
11059680,Inactive Investor,Nery Saucedo Gonzalez,,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",,,Salesforce
10770004,Inactive Investor,Sharon Godfrey,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
10647784,,Lori Miller,,,lmiller@fsm-inc.com,,List Import
11218907,,Darnel Bentz,,,dbentz@kayne.com,,Other
10871963,Inactive Investor,Yudel Delagarza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 20902 US Hwy 281 N",yudel.delagarza@ml.com,,Salesforce
10815669,Inactive Investor,Connor Flynn,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",connor.flynn@ml.com,,Salesforce
11204301,Inactive Investor,Creston Maxey,Investment Advisor Representative,The Lloyd Advisory Group,creston@thelloydgroupinc.com,,Salesforce
10661804,,Nano Younger,,,nano@amcohen.com,,List Import
9630720,,Bipin Patel,,,bipin.patel@cryptam.fund,,List import
343186,,Michael Butler,Partner,Lancaster Investment Management Llp,mbutler@lancasterim.co.uk,011-442-078421030,Manual List Upload
11010709,Inactive Investor,Edward Sayar,,"Avantax Investment Services, Inc. Brooklyn NY 5912 5th Ave",,,Salesforce
10829288,Inactive Investor,Nicole Giovanniello,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",nicole.giovanniello@ml.com,,Salesforce
10768761,Inactive Investor,Ronald Parrish,Financial Advisor,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",david.parrish@wellsfargo.com,,Salesforce
9604030,,DIMITRY CHESNOKOV,,,dimitry.chesnokov@ascendex.com,,List import
11166378,Inactive Investor,Sandra D'Avignon,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
9617233,,Michael Sur,,,blockchainmike@protonmail.com,,List import
9579672,,Eric Thole,,,eric.thole@usbank.com,,List import
10763359,Inactive Investor,Bobby Elder,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,belder@rwbaird.com,,Salesforce
10815860,Inactive Investor,Delbert Babitzke,Financial Advisor,Edward Jones Crowley TX 204 E Main St,dusty.babitzke@edwardjones.com,,Salesforce
10999843,Inactive Investor,Ashley Fox,,LPL Financial LLC Vestal NY 148 Vestal Pkwy,ashley.fox@lpl.com,,Salesforce
10606525,,Olivier Diaz,Business Manager,UBS Financial Services Inc.,olivier.diaz@ubs.com,212-713-7800,List Import
11194241,Inactive Investor,Monica Duran,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
9647085,,Thomas Bouse,,,tombouse@comcast.net,,List import
10990875,Inactive Investor,Debra Downs,Financial Planner,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",debra.downs@prudential.com,,Salesforce
10769165,Inactive Investor,Robert Holmes,,PFS Investments Inc. Goodyear AZ 2990 N Litchfield Rd,robert.holmes@primerica.com,,Salesforce
140216,,Siddharth Aman Vashney,,United States,siddharthaman@gmail.com,,source
11106838,Inactive Investor,Karen Fagerberg,Financial Advisor,Edward Jones San Antonio TX 1100 NE Loop 410,karen.fagerberg@edwardjones.com,,Salesforce
11005078,Inactive Investor,Benjamin Fenton,,Morgan Stanley,,,Salesforce
10778453,Inactive Investor,Brian Dunn,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
11036988,Inactive Investor,Edward Yale,Founder,"Strategic Financial Concepts, LLC San Angelo TX 36 W Beauregard Ave",eyale@sfcria.com,,Salesforce
10776024,Inactive Investor,Theresa Gonzalez,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,theresa.gonzalez@gs.com,,Salesforce
11051285,Inactive Investor,Thomas Dwyer,Director - Corporate Retirement;Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,tom.dwyer@morganstanley.com,,Salesforce
10616160,,Anthony Gacs,,,agacs@wintrustwealth.com,,List Import
185429,,Michael Casel,CIO,Haverford College Endowment,mcasel@haverford.edu, +1 610 795 6593,Database Upload
61730,,Michael Petrucelli,Regional Vice President,"Zacks Investment Management, Inc.",mpetrucelli@zacks.com,845-222-9453,
11040761,Inactive Investor,Michael Ajango,Partner;Wealth Manager,Merit Financial Advisors De Pere WI 116 3rd St,majango@meritfa.com,,Salesforce
11107450,Inactive Investor,Briggs Ethridge,Financial Advisor,Morgan Stanley San Francisco CA 555 California St,briggs.ethridge@morganstanley.com,,Salesforce
10788043,Inactive Investor,Arnold Frank,,"Equitable Advisors, LLC Pikesville MD 27 Hooks Ln",arnold.frank@equitable.com,,Salesforce
11036364,Inactive Investor,Nandan Pathak,,Deutsche Bank Securities Inc.,nandan@deutschewealth.com,,Salesforce
550,,,,,buster250finkle@yahoo.com,,
9641263,,Sneha Bhowmik,,,dev.bhowmik@gmail.com,,List import
11167071,Inactive Investor,Emily Malecha,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10752868,Inactive Investor,Nadine Bartkowski,Financial Advisor,"Ameriprise Financial Services, LLC Scranton PA 851 Commerce Blvd",nadine.l.bartkowski@ampf.com,,Salesforce
10832395,Inactive Investor,Michael Liang,Financial Advisor,LPL Financial LLC Irvine CA 7700 Irvine Center Dr,michael.liang@lpl.com,,Salesforce
11005679,Inactive Investor,Canyon Elkins,Associate,Edward Jones Farmerville LA 310 N Main St,,,Salesforce
11101391,Inactive Investor,Garris Wilcox,,State Farm VP Management Corp. Denham Springs LA 206 S Range Ave,,,Salesforce
10819947,Inactive Investor,Gage Houser,Chief Financial Officer;Portfolio Manager;President;Regulatory Contact,Hutchinson Capital Management,gage.houser@hutchinsoncapital.com,,Salesforce
151478,,jason z,,[Unknown],497682919@qq.com,,
42353,,Joseph Stepanek,Wealth Advisor,Thrivent Investment Management Inc.,joe.stepanek@thrivent.com,,
9634793,,Michael Lee,,,mike.s.lee@bear.com,,List import
9627245,,Mensholong Lepcha,,,mensholong.lepcha@capital.com,,List import
9571788,,Eric Lieberman,,,eric.qes@gmail.com,,List import
11191531,Inactive Investor,Michael Jones,Chief Investment Officer;Chief Investment Strategist,"High Probability Advisors, LLC",mjones@highprobabilityadvisors.com,,Salesforce
10774650,Inactive Investor,Stuart Leibowitz,,"Parkland Securities, LLC Plymouth Meeting PA 4066 Butler Pike",,,Salesforce
10885197,Inactive Investor,Jordan Roth,Financial Advisor,Edward Jones Plattsburg MO 903 W Clay Ave,jordan.roth@edwardjones.com,,Salesforce
11065072,Inactive Investor,Caleb Maher,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Modesto CA 2008 McHenry Ave",caleb.maher@usbank.com,,Salesforce
10817147,Inactive Investor,James Milde,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,james.t.milde@ubs.com,,Salesforce
10837835,Inactive Investor,William Rosenthal,,"Beacon Pointe Advisors, LLC Fort Worth TX 1408 Montgomery St",brosenthal@beaconpointe.com,,Salesforce
11123723,Inactive Investor,Lori Watson,Financial Advisor,Edward Jones Harrisonville MO 2005 Plaza Dr,lori.watson@edwardjones.com,,Salesforce
10996368,Inactive Investor,Teagan Haddad,Associate,"Citizens Securities, Inc. New York NY 1270 Avenue of the Americas",teagan.haddad@citizensbank.com,,Salesforce
9604723,,Ryan Gray,,,ryangray141@gmail.com,,List import
10933757,Inactive Investor,Sophia Carr,Paraplanner,"Ameriprise Financial Services, LLC Saint Joseph MI 2603 Niles Ave",sophie.d.carr@ampf.com,,Salesforce
10772294,Inactive Investor,Katherine Eckelbarger,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",katherine.ossenmacher@ml.com,,Salesforce
11160121,Inactive Investor,Matthew Moore,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",mmoore25@ml.com,,Salesforce
10789844,Inactive Investor,Michelle Carothers,Investment Research Consultant,"Raymond James & Associates, Inc.",michelle.carothers@raymondjames.com,,Salesforce
87391,,John Kernodle,President,Strathmore Capital Advisors,jck@strathmorecapadv.com,704-364-4241,Manual List Upload
9635747,,Jin Kang,,,jin@gemspring.com,,List import
11183297,Inactive Investor,Adrian Shute,,"Cadaret, Grant & Co., Inc. La Fayette NY 2449 US Rte 11",ashute@cadaretgrant.com,,Salesforce
11111804,Inactive Investor,Scott Hatler,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Billings MT 401 N 31st St,scott.hatler@ubs.com,,Salesforce
10784615,Inactive Investor,Joel Goldberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Ventura CA 5751 Telephone Rd",joel.d.goldberg@wellsfargo.com,,Salesforce
10783585,Inactive Investor,Dave Lalla,Financial Advisor,LPL Financial LLC Edison NJ Private Residence,dave.lalla@lpl.com,,Salesforce
9558075,,Alicia Powell,,,apowell@firstrepublic.com,,List import
10860876,Inactive Investor,Charles Williams,Financial Advisor,Edward Jones Shelbyville TN 1608 N Main St,charlie.williams@edwardjones.com,,Salesforce
11130852,Inactive Investor,Andrew Rosecky,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",andrew.rosecky@ml.com,,Salesforce
10974892,Inactive Investor,Daniel Beyer,Senior Advisor;Shareholder,"Iron Horse Wealth Management, LLC",danny@ironhorsewm.com,,Salesforce
11118975,Inactive Investor,Derek Johnson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverside CA 3390 University Ave",derek.s.johnson@ampf.com,,Salesforce
344650,,John Hinely,Head Of Investor Relations,Canterbury Tollgate,jh@canterburytg.com,615-788-2823,Manual List Upload
9604868,,Anna Robbins,,,anna.robbins@talluscapital.com,,List import
60733,,Andrew Evans,Financial Advisor,"MML Investors Services, LLC",aevans@massmutual.com,301-355-5814,
11056752,Inactive Investor,Warner Williams,Financial Advisor,LPL Financial LLC Floyd VA 201 E Main St,warner.williams@lpl.com,,Salesforce
11135101,Inactive Investor,Thomas Gallo,Associate Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL 303 E Wacker Dr",thomas.gallo@ampf.com,,Salesforce
10876251,Inactive Investor,Ryan Conley,Financial Advisor,Edward Jones Winter Haven FL 150 3rd St SW,ryan.conley2@edwardjones.com,,Salesforce
10636439,,Elvin Melendez Paz,,,elvinmelendezpaz@yahoo.com,,Web Form Fillout
9579712,,Anthony Herbst,,,xpendx@gmail.com,,List import
10858630,Inactive Investor,Roxie Rupe,,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",roxie.rupe@wellsfargoadvisors.com,,Salesforce
10982419,Inactive Investor,Anthony Stumpo,,"First Heartland Capital, Inc. Newaygo MI 300 Adams St",astumpo@firstheartland.com,,Salesforce
10778958,Inactive Investor,James Corcoran,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",james.corcoran@wellsfargoadvisors.com,,Salesforce
374180,,Heidi Quade,,Quade Asset Management,heidiquade@yahoo.com,(760) 671-4375,Salesforce
11071336,Inactive Investor,Eric Foley,Market Director;Senior Vice President,Santander Securities LLC Norwood MA 153 Nahatan St,eric.foley@santanderinvestments.com,,Salesforce
10989728,Inactive Investor,Joseph Peck,Vice President,"BOK Financial Securities, Inc. Phoenix AZ 3001 E Camelback Rd",,,Salesforce
9579250,,Andrew Marolda,,,amarolda@thebeekmangroup.com,,List import
11169267,Inactive Investor,Beverly Fink,Financial Advisor,Edward Jones Gaylord MI 513 Chestnut Ct,bev.fink@edwardjones.com,,Salesforce
11033947,Inactive Investor,Robert Rhoades,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",robert.rhoades@prudential.com,,Salesforce
11091223,Inactive Investor,Matthew Karlson,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,matthew.karlson@fmr.com,,Salesforce
11057505,Inactive Investor,Julie Brass,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
9597644,,Weaver Barksdale,,,wbarksdale@wcbarksdale.com,,List import
10812519,Inactive Investor,Steven Bol,,"N.I.S. Financial Services, Inc.",,,Salesforce
10489384,,Terry Lee,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",terry.d.lee@rbc.com,972-612-2924,List Import
10963731,Inactive Investor,Samantha McDonald-Lucas,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,samantha.schmock@fidelity.com,,Salesforce
10963837,Inactive Investor,John Roberts,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11082346,Inactive Investor,Bradley Ksiazek,Financial Advisor,Edward Jones Plattsmouth NE 2380 8th Ave,brad.ksiazek@edwardjones.com,,Salesforce
10956058,Inactive Investor,Bradly Nelson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Idaho Falls ID 900 Pier View Dr",bradly.nelson@stifel.com,,Salesforce
11004392,Inactive Investor,Donald Nelson,Chief Compliance Officer;Director - Operations,"Seascape Capital Management, LLC",dnelson@seascape-capital.com,,Salesforce
11038449,Inactive Investor,Ebony Belizaire,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,ebony.belizaire@jpmorgan.com,,Salesforce
10769528,Inactive Investor,James Rennie,Senior Vice President - Investments,Davenport & Company LLC Charlottesville VA 600 E Water St,prennie@investdavenport.com,,Salesforce
11069660,Inactive Investor,Alden Carrere,,Newbridge Securities Corporation,acarrere@newbridgesecurities.com,,Salesforce
10916610,Inactive Investor,Amy Holzer,Chief Operating Officer,"Retirement Income Solutions, Inc.",amyholzer@risadvisory.com,,Salesforce
11091047,Inactive Investor,Christopher Eble,Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",christopher.eble@citizenssecurities.com,,Salesforce
11178021,Inactive Investor,Carson Tom,,Vanguard Marketing Corporation,carson_tom@vanguard.com,,Salesforce
11194086,Inactive Investor,Eugene Plauche,,"Concourse Financial Group Securities, Inc. Baton Rouge LA 115 E Greens Dr",gene.plauche@concoursefinancial.com,,Salesforce
11039755,Inactive Investor,Arthur Randall,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Upper Montclair NJ Private Residence,,,Salesforce
11222124,,Thomas Greene,,,tom@libertystreetag.com,,List Import
9570619,,Gary Moross,,,gmoross@hgvoracapital.com,,List import
11212498,Inactive Investor,John Pferdner,Financial Advisor,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",john.pferdner@raymondjames.com,,Salesforce
10808115,Inactive Investor,Marisol Espinosa,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,marisol.espinosa@ubs.com,,Salesforce
11018470,Inactive Investor,Kevin Bucardo,,J.P. Morgan Securities LLC Herndon VA 2401 Centreville Rd,,,Salesforce
9636873,,Robert Scott,,,robert.scott@firststate.com.sg,,List import
37612,,William Morris,,"MML Investors Services, LLC",wmorris@massmutual.com,601-948-0049,
9577924,,George Halsey,,,georgehalsey99@gmail.com,,List import
11086095,Inactive Investor,Derek Evasco,,Morgan Stanley Alpharetta GA 6655 Town Sq,derek.evasco@morganstanley.com,,Salesforce
10802290,Inactive Investor,Steven Tresnan,,"HighTower Securities, LLC New York NY 505 5th Ave",stresnan@hightoweradvisors.com,,Salesforce
10645275,,William Clifford,,,jclifford@williamblair.com,,List Import
10796914,Inactive Investor,Jamie Holman,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",jamie.holman@wellsfargoadvisors.com,,Salesforce
11025194,Inactive Investor,David Tsikman,,"Financial Goal Securities, Inc.",,,Salesforce
10812987,Inactive Investor,Susan McCollian,,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,smccollian@janney.com,,Salesforce
11092650,Inactive Investor,Marshall Mcdonnell,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",marshall.mcdonnell@equitable.com,,Salesforce
10638845,,Rick Lake,,,rick@narrative-alpha.com,,List Import
10809942,Inactive Investor,Crystal Brewer,Assistant Vice President;Institutional Consulting Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,crystal.brewer@morganstanley.com,,Salesforce
10973055,Inactive Investor,Jared Morgan,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",jared.morgan@tfaconnect.com,,Salesforce
11020689,Inactive Investor,Carla Amaya,,J.P. Morgan Securities LLC Phoenix AZ 6240 S Central Ave,carla.amaya@jpmorgan.com,,Salesforce
10657267,,Erik Corral,,,erikcorral@primerica.com,,List Import
10985575,Inactive Investor,John Surguy,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
11122152,Inactive Investor,Antonio Scotto,,J.P. Morgan Securities LLC New York NY 277 Park Ave,antonio.p.scotto@jpmorgan.com,,Salesforce
11147153,Inactive Investor,Daniel Avellino,,"American Fidelity Securities, Inc. Las Vegas NV 3505 E Flamingo Rd",dan.avellino@af-group.com,,Salesforce
10754599,Inactive Investor,Stewart Flaherty,,Commonwealth Financial Network Westerville OH 577 Office Pkwy,,,Salesforce
9560020,,Joe Higgins,,,jhiggins@foreside.com,,List import
11220461,,Jeffrey Sowards,,,jeffrey.n.sowards@mwarep.org,,Other
340876,,Nick Kirby,"Senior Advisor, Webster Capital, Baymark Health Services","Webster Equity Partners, Llc",nkirby@webstercapital.com,781-419-1515,Manual List Upload
11062008,Inactive Investor,Jill Taylor Gordon,Chief Executive Officer;Owner;Principal,Taylor Financial Consulting,jill@taylorfinancialconsulting.com,,Salesforce
10821658,Inactive Investor,Sandrea Crivellari,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sandrea.crivellari@ubs.com,,Salesforce
11037993,Inactive Investor,Joel McCue,Financial Advisor;Financial Planning Specialist,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
10852488,Inactive Investor,Noe Bonilla,,PFS Investments Inc. Houston TX 8866 Gulf Fwy,noe.bonilla@primerica.com,,Salesforce
6133837,,Ngai Cin,,,ngaikhawmcin@gmail.com,,Web Form Fillout
10843236,Inactive Investor,Patricia Brock,Financial Advisor,Edward Jones Midlothian VA 2621 Promenade Pkwy,pat.brock@edwardjones.com,,Salesforce
10787491,Inactive Investor,Michael Maday,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,michael.maday@jpmorgan.com,,Salesforce
10921942,Inactive Investor,Kanan Sachdeva,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Westborough MA 1400 Computer Dr",kanan.sachdeva@nm.com,,Salesforce
2990852,,Goutam Singh Goutamsingh,,,goutamsingh0112@gmail.com,,
11149941,Inactive Investor,Jason Bradford,Financial Advisor,Edward Jones Norwalk OH 201 Milan Ave,jason.bradford@edwardjones.com,,Salesforce
11209463,Inactive Investor,David Blair,Chief Executive Officer,Blair Investments LLC Portland OR 111 SW 5th Ave,david@blairinvestments.com,,Salesforce
10903401,Inactive Investor,Daniel Garrison,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9619662,,myrna sidman,,,myrna48@aol.com,,List import
10970598,Inactive Investor,Alejandro Castaneda,,J.P. Morgan Securities LLC Puyallup WA 3710 S Meridian,alejandro.castaneda@jpmorgan.com,,Salesforce
9554607,,William Boone,,,na.bloom33@gmail.com,,List import
11154838,Inactive Investor,Michael Kurilecz,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",michael.kurilecz@wellsfargoadvisors.com,,Salesforce
10681131,,jim williams,,,jim.williams1380@gmail.com,,Web Form Fillout
9553689,,Taylor Manry,,,tmanry@swmllc.com,,List import
11238663,Inactive Investor,Rueven Michelson,,Pembrook Capital Management LLC,rmichelson@pembrookgroup.com,,Salesforce
11228620,Inactive Investor,Sean Henry,Financial Advisor,J.P. Morgan Securities LLC Boston MA 81 Milk St,,,Salesforce
11011758,Inactive Investor,Sidney Robinson,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,srobinson@primerica.com,,Salesforce
232724,,Jose Robles -,,Jose Robles [[Unknown]],kevjac1720@gmail.com,,Direct
11039742,Inactive Investor,Elizabeth Fields,Analyst,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,,,Salesforce
11069730,Inactive Investor,Cristina Santos,,"Farmers Financial Solutions, LLC Daly City CA 300 Washington St",,,Salesforce
9584481,,Osmar Dueñas,,,arachicat@gmail.com,,List import
10792205,Inactive Investor,Brian Lewis,Vice President;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Muncie IN 222 S Mulberry St",brian.lewis@tiaa-cref.org,,Salesforce
11135707,Inactive Investor,Mark Myers,Director,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",,,Salesforce
9639598,,Steven Carew,,,steven.carew@jana.com.au,,List import
11070406,Inactive Investor,Brian Stoll,Chief Compliance Officer;Managing Member,Core Asset Managnement LLC,,,Salesforce
9642637,,Nguyen Duc,,,tienducdesign@gmail.com,,List import
10804197,Inactive Investor,Barbara Miller,,"Arlington Securities, Inc.",,,Salesforce
178766,,Joe Swedish,"Chairman, President and CEO",[Unknown],joe.swedish@anthem.com, +1 800 985 0999,Database Upload
153228,,Mauricio Ariza,,[Unknown],proyectomauricio2020@gmail.com,,Organic Search
10856735,Inactive Investor,Sean Bjork,Financial Advisor,LPL Financial LLC Northbrook IL 1033 Skokie Blvd,sean.bjork@lpl.com,,Salesforce
10980002,Inactive Investor,Daniel Hampel,Chief Compliance Officer;Co-Founder;Financial Advisor;Managing Member,Parco Wealth Management LLC,dhampel@goparco.com,,Salesforce
10921939,Inactive Investor,Bryan Dockter,Financial Advisor,Edward Jones Portland OR 10300 SW Greenburg Rd,bryan.dockter@edwardjones.com,,Salesforce
11116820,Inactive Investor,Katrina Hayes,,"Prospera Financial Services, Inc. Matthews NC 10590 Independence Pointe Pkwy",katrina.hayes@prosperafinancial.com,,Salesforce
11136748,Inactive Investor,Khris Fowler,,"Farmers Financial Solutions, LLC Cushing OK 112 E Broadway St",,,Salesforce
10754907,Inactive Investor,Gary Roof,General Partner;Partner,Roof Eidam Maycock Peralta LLC,groof@remadvisors.com,,Salesforce
11134123,Inactive Investor,Kathleen Cummins,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,kathleen.cummins@morganstanley.com,,Salesforce
11055972,Inactive Investor,Amit Jain,Chief Compliance Officer;Chief Executive Officer;Founder,Zamp Invest,,,Salesforce
11063607,Inactive Investor,Max Flanagan,Wealth Manager,"Spectrum Investment Advisors, Inc.",mflanagan@spectruminvestor.com,,Salesforce
10659589,,Eric Carlson,,,eric.carlson@gs.com,,List Import
10899084,Inactive Investor,Valerie Richard,Registered Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,valerie.richard@morganstanley.com,,Salesforce
10787885,Inactive Investor,Matthew Logan,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11163067,Inactive Investor,Richard Prozzo,Investment Advisor Representative;President,Davidson Wealth Management LLC,,,Salesforce
9602236,,Michael Mcgraw,,,mmcgraw@investstrategic.com,,List import
11052589,Inactive Investor,Michael Engelbaum,,"Farmers Financial Solutions, LLC El Paso TX 4717 Hondo Pass Dr",mengelbaum@farmersagent.com,,Salesforce
11201828,Inactive Investor,Charles Osborne,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,,,Salesforce
11238538,Inactive Investor,Jeffrey Reinhardt,,"Kbstm Partners, LLC",jreinhardt@kbstm.com,,Salesforce
10839977,Inactive Investor,Matthew Haskett,Financial Advisor,Edward Jones Lafayette IN 3990 State Road 38 E,matthew.haskett@edwardjones.com,,Salesforce
10908410,Inactive Investor,Jerel Gadberry,,Thrivent Investment Management Inc.,jerel.gadberry@thrivent.com,,Salesforce
9579525,,Michael Bree,,,mbree@pillarwealthadvisors.com,,List import
10494361,,Robert Mehciz,"Chief Compliance Officer, President","RHM Capital Management, Inc.",robert@rhmcapitalmgt.com,,List Import
10954811,Inactive Investor,Erik Kiffe,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,erik.kiffe@jpmorgan.com,,Salesforce
10901203,Inactive Investor,Jeffrey Andrise,Financial Advisor,Morgan Stanley Madison GA 124 W Jefferson St,jeffrey.andrise@morganstanley.com,,Salesforce
10811658,Inactive Investor,Edward Goard,Chief Investment Officer,"Yousif Capital Management, LLC",,,Salesforce
235672,, -,,[[Unknown]],jane.mendez@cbexchange.com,,
11157594,Inactive Investor,Scott Brue,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",scott.brue@schwab.com,,Salesforce
4867,, -,,[[Unknown]],brookspainting3242@yahoo.com,,Initial Salesforce Import
9581196,,Mark Crivaro,,,mcrivaro@wealthmanage.net,,List import
9618280,,Robert Bevegni,,,rbevegni@bamfunds.com,,List import
10760232,Inactive Investor,Alan Mariconda,Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",alan_mariconda@ml.com,,Salesforce
9642711,,Joshua Phelps,,,phelps.joshuaw@gmail.com,,List import
11222825,,Stephen Garrett,,,sg@stevegarrett.com,,List Import
11197492,Inactive Investor,Darren Rowe,,Key Investment Services LLC West Valley City UT 2807 S 5600 W,darren_r_rowe@kisinvestments.com,,Salesforce
10988477,Inactive Investor,Jon Segal,Partner;President,"KRD Wealth Management, LLC",jsegal@krdcpas.com,,Salesforce
10824739,Inactive Investor,Don Sherwood,,"Raymond James Financial Services, Inc. Youngstown OH 5121 Mahoning Ave",don.sherwood@raymondjames.com,,Salesforce
11206536,Inactive Investor,Eric White,,PFS Investments Inc. Dublin CA 6377 Clark Ave,eric.white@primerica.com,,Salesforce
9623260,,Newfel Seman,,,nseman@gmail.com,,List import
10919042,Inactive Investor,Brady Bevan,Financial Advisor,Edward Jones Lyman WY 2822 Hwy 414,brady.bevan@edwardjones.com,,Salesforce
9612434,,o.emirucar@gmail.com Uçar,,,o.emirucar@gmail.com,,List import
11072270,Inactive Investor,Connor Mckeen,Financial Advisor;Financial Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",mckeen.connor@principal.com,,Salesforce
10980165,Inactive Investor,Vu Nguyen,,"FBL Marketing Services, LLC Wichita KS 1719 N Rock Rd",vu.nguyen@fbfs.com,,Salesforce
10924207,Inactive Investor,Justin Pigeon,Financial Advisor,Edward Jones Santa Rosa CA 2455 Bennett Valley Rd,justin.pigeon@edwardjones.com,,Salesforce
10813232,Inactive Investor,Tiffany Riady,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,tiffany.riady@morganstanley.com,,Salesforce
9549261,,Edward Garden,,,egarden@trianpartners.com,,List import
10988856,Inactive Investor,Anastasia Lamarca,,PFS Investments Inc. Topsham ME 63 Elm St,alamarca@primerica.com,,Salesforce
11049017,Inactive Investor,Ross Hansen,,"U.S. Bancorp Investments, Inc. Oceanside CA 4136 Oceanside Blvd",ross.hansen@usbank.com,,Salesforce
10809843,Inactive Investor,Justin Young,Chief Executive Officer;Regulatory Contact,Trek Financial,justin@trekfinancial.com,,Salesforce
10987364,Inactive Investor,Austin Sigrist,,LPL Financial LLC Scottsdale AZ 7500 E Pinnacle Peak Rd,austin.sigrist@lpl.com,,Salesforce
10941757,Inactive Investor,Jared Sinnes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11160017,Inactive Investor,Robert Falk,Chief Financial Officer,"Centauri Advisory Group, Inc.",,,Salesforce
11090810,Inactive Investor,Richard Flores,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Rafael CA 30 Smith Ranch Rd",,,Salesforce
211122,,JAAN LAINURM,,[Unknown],jaanlainurm@gmail.com,,Other
9564180,,William Ambrose,,,bambrose@dupreefinancial.com,,List import
10787849,Inactive Investor,Brandon Dees,Executive Director,Morgan Stanley New York NY 750 7th Ave,brandon.dees@morganstanley.com,,Salesforce
10875804,Inactive Investor,Maryann Capone,,"Vanderbilt Securities, LLC",mcapone@vanderbiltsecurities.com,,Salesforce
10988285,Inactive Investor,Jennifer Nelson,,"Avantax Investment Services, Inc. Carson City NV 3860 GS Richards Blvd",,,Salesforce
11202986,Inactive Investor,Maria Munoz,,"Wells Fargo Clearing Services, LLC Stockton CA 7650 Pacific Ave",,,Salesforce
11082137,Inactive Investor,Kenneth Calhoun,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 831 E Morehead St",ken.calhoun@wellsfargoadvisors.com,,Salesforce
9605465,,Andrew Carney,,,acarney@walleyetrading.net,,List import
9557247,,Katarzyna Szczesna,,,katarzynaszczesna@gmail.com,,List import
10823463,Inactive Investor,Samantha Mosquera,,UBS Financial Services Inc. New York NY 299 Park Ave,samantha.mosquera@ubs.com,,Salesforce
11007398,Inactive Investor,David Zarafili,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
339192,,Jeffrey Hedges,Partner,Tanager Wealth Management,jhedges@tanagerwealth.com,020-396-56330,Manual List Upload
10984966,Inactive Investor,Stephen Vanesko,,NYLIFE Securities LLC Kingston PA 340 Market St,svanesko@ft.newyorklife.com,,Salesforce
34,,,,,nicksmith250@qq.com,,
11197513,Inactive Investor,David Haertel,,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",david.haertel@schwab.com,,Salesforce
10937160,Inactive Investor,Jordan Fairbanks,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,jfairbanks@ft.newyorklife.com,,Salesforce
10951363,Inactive Investor,Paul Thorpe,,Edward Jones Bremerton WA 5971 State Hwy 303 NE,paul.thorpe@edwardjones.com,,Salesforce
11185973,Inactive Investor,Kelly Moran,,"Wells Fargo Clearing Services, LLC Houston TX 3803 Westheimer Rd",,,Salesforce
9554728,,Bruce Western,,,bruce.western@cfdinvestments.com,,List import
11152409,Inactive Investor,Teresa Gordon,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,terry.gordon.nyxg@statefarm.com,,Salesforce
9563693,,Carolina Golinski,,,carolina@stack.com.uy,,List import
374471,,Rhett Helt,,RBC Indianapolis,rhett.helt@rbc.com,317-810-5417,Salesforce
11149227,Inactive Investor,Jonathan Stanley,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",jonathan.stanley@ampf.com,,Salesforce
11090596,Inactive Investor,Jennifer Eilers,,LPL Financial LLC Lincolnwood IL 6820 N Lincoln Ave,jennifer.eilers@lpl.com,,Salesforce
10613533,,Arnold Hochstadt,"Financial Advisor, Senior Vice President - Wealth Management",,a.hochstadt@ubs.com,,List Import
11178004,Inactive Investor,Jennifer Kingston,Fixed Income,Edward Jones Manchester MO Private Residence,jennifer.chapple@edwardjones.com,,Salesforce
11201008,Inactive Investor,Leonardo Walss,Chief Compliance Officer;President,Valley Regional Capital Management LLC San Antonio TX 2703 Castanet St,,,Salesforce
9621134,,Patrick Rynne,,,pnrynne@gmail.com,,List import
10861555,Inactive Investor,Jeffrey Thummel,,State Farm VP Management Corp. Palm Bay FL 4951 Babcock St NE,jeff.thummel.g4z2@statefarm.com,,Salesforce
10918746,Inactive Investor,Gerald Webster,,Cetera Advisors LLC Phoenix AZ 1137 E Redfield Rd,,,Salesforce
10488082,,Stephen Domenik,"Managing Director, Vice President",Sevin Rosen Funds,sld@srfunds.com,,List Import
10787507,Inactive Investor,Leo Rotman,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,lrotman@ft.newyorklife.com,,Salesforce
10657932,,Ewa Olexy,,,ewa.olexy@primerica.com,,List Import
11122484,Inactive Investor,James Atkinson,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,james.atkinson@gs.com,,Salesforce
9584165,,Eric Walton,,,emwalton@spenceassetmanagement.com,,List import
9607662,,Knight Hou,,,knight@bravenewcoin.com,,List import
11153516,Inactive Investor,Jon Goldstein,,"Kestra Investment Services, LLC Madison WI 1241 John Q Hammons Dr",jon.goldstein@kestrafinancial.com,,Salesforce
11122538,Inactive Investor,Omar Ezz,Chief Compliance Officer;Founder,Olive Tree Asset Management,,,Salesforce
10773457,Inactive Investor,Steven Hamaguchi,,LPL Financial LLC San Diego CA 4707 Executive Dr,steven.hamaguchi@lpl.com,,Salesforce
9625604,,Sai Anantapantula,,,sanantap@wharton.upenn.edu,,List import
10827766,Inactive Investor,Randall Reed,,Collaborative Wealth Stuart FL 1805 S Kanner Hwy,,,Salesforce
11011510,Inactive Investor,David Johnson,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10927067,Inactive Investor,Robert Petzold,,"Osaic Wealth, Inc. Terra Ceia Island FL Private Residence",,,Salesforce
9552714,,Eric Cheung,,,eric@eric-cheung.com,,List import
353321,,John Yang,,John Yang,john.yang6@gmail.com,,source
10970169,Inactive Investor,Aaron Ohri,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9635327,,Chuck Gorman,,,cgorman@cherrytree.com,,List import
11093875,Inactive Investor,Connie Weems-Scott,Wealth Management Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,connie.weemsscott@lpl.com,,Salesforce
10836443,Inactive Investor,Franklin Dunn,Director - Alternative Investments;Director - Investments;Executive Financial Services Director;Family Wealth Director;Financial,Morgan Stanley Raleigh NC 3800 Glenwood Ave,franklin.dunn@morganstanley.com,,Salesforce
336424,,Leo Martinic,Treasurer,Spc Financial Inc,lmartinic@spcfinancial.com,301-770-6800,Manual List Upload
10942560,Inactive Investor,Antonesio Patton-Bowe,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,apatton-bowe@primerica.com,,Salesforce
10774867,Inactive Investor,Todd Bennett,Financial Advisor,Edward Jones Alma MI 525 W Warwick Dr,todd.bennett@edwardjones.com,,Salesforce
9611289,,Noah Tenenhaus,,,noahtenenhaus@icloud.com,,List import
10927795,Inactive Investor,James Jelinek,,Lincoln Investment Chicago IL 53 W Jackson Blvd,,,Salesforce
10923734,Inactive Investor,Rebecca Miller West,Client Assistant,Robert W. Baird & Co. Incorporated Mishawaka IN 4220 Edison Lakes Pkwy,rmillerwest@rwbaird.com,,Salesforce
11159669,Inactive Investor,John Niswonger,Financial Advisor,"Raymond James & Associates, Inc. South Bend IN 1650S S Bend Ave",john.niswonger@raymondjames.com,,Salesforce
10894408,Inactive Investor,Thomas Lonzo,Co-Owner;Director;Managing Director;Owner;Regulatory Contact,"Sasser Investment Management, Inc.",tom@sasserinvestments.com,,Salesforce
10938643,Inactive Investor,George Smith,Assistant Vice President;Portfolio Strategist,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11029609,Inactive Investor,Joshua Kreshon,Financial Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,,,Salesforce
11025574,Inactive Investor,Cole Schreiber,,Stephens,cole.schreiber@stephens.com,,Salesforce
11093221,Inactive Investor,Michael Sei,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11219734,,Katherine Stephens,,,kstephens@pughcapital.com,,Other
11108141,Inactive Investor,Alvin Ahmed,,J.P. Morgan Securities LLC Austin TX 7300 FM 2222,alvin.ahmed@jpmorgan.com,,Salesforce
10877154,Inactive Investor,Andrew Mehan,Financial Advisor,Edward Jones Beaver Dam WI 301 S Roosevelt Dr,andrew.mehan@edwardjones.com,,Salesforce
371865,,Gary Sutherland,,United States,garygs2011@gmail.com,,Salesforce
10864942,Inactive Investor,Amilka Delgado,Chief Compliance Officer;Founder;Managing Member,Wisdom Planning Group,,,Salesforce
10659735,,Ernest Skiles,,,ernest.skiles@lpl.com,,List Import
10847215,Inactive Investor,Paul Lundeen,Chief Compliance Officer;Founder;Managing Member;President,"Arkenstone Financial, LLC",paul@arkfi.com,,Salesforce
10984625,Inactive Investor,Heather Lee,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10914009,Inactive Investor,Walter Tuttle,,Vanguard Marketing Corporation,walter_tuttle@vanguard.com,,Salesforce
248215,,Bilal Adam,chairman,arreltech.com,bilal.adam@arreltech.com,,Manual List Upload
11121014,Inactive Investor,Justin Tafoya,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",justin.tafoya@ml.com,,Salesforce
10930617,Inactive Investor,Kenneth Grzegorczyk,,"Osaic Wealth, Inc. Bay City MI 1604 Kosciuszko Ave",,,Salesforce
10794885,Inactive Investor,Jerry Costello,,Huntleigh Securities Corporation Belleville IL 23 Public Sq,jcostello@hntlgh.com,,Salesforce
9601883,,Ruben Perales,,,perales.ruben249@gmail.com,,List import
10977064,Inactive Investor,Alec Sindelar,Financial Advisor;Financial Representative;Securities Representative,"Principal Securities, Inc. Tiffin IA 1140 Tall Grass Ave",sindelar.alec@principal.com,,Salesforce
10778006,Inactive Investor,Tamera McWilliams-Leks,,Morgan Stanley Houston TX 1330 Post Oak Blvd,tamera.mcwilliams@morganstanley.com,,Salesforce
159884,,Jochen Sauer,,[Unknown],jochen_sauer@gmx.net,,Paid Social
10765744,Inactive Investor,Mary Lai,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",mary.lai@schwab.com,,Salesforce
10763582,Inactive Investor,Gregory Steinmetz,Executive Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President;Sports and Entertainment Directo,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,gregory.steinmetz@morganstanley.com,,Salesforce
9607163,,Aminata Joof,,,collehsowe@gmail.com,,List import
9630900,,K See,,,ksee827@gmail.com,,List import
10831752,Inactive Investor,Ayad Mirza,,"Avantax Investment Services, Inc. Alpharetta GA 240 Coles Hill Ct",,,Salesforce
10925075,Inactive Investor,Cory Davidson,Financial Advisor,"Ameriprise Financial Services, LLC Wheaton IL 1761 S Naperville Rd",cory.davidson@ampf.com,,Salesforce
10777735,Inactive Investor,Divia Correa,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",divia.correa@ml.com,,Salesforce
11200422,Inactive Investor,Anthony Zahrn,Branch Manager;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Champaign IL 1806 Fox Dr,tony.zahrn@morganstanley.com,,Salesforce
10774065,Inactive Investor,Rebekah Schemahorn,Regional Vice President,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,rebekah.schemahorn@primerica.com,,Salesforce
11027640,Inactive Investor,Glen Vanderzee,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,gvanderzee@glic.com,,Salesforce
10884197,Inactive Investor,Carolyn Gloor,,J.P. Morgan Securities LLC New York NY 277 Park Ave,carolyn.gloor@jpmorgan.com,,Salesforce
11151657,Inactive Investor,Benjamin Meine,,United Planners' Financial Services of America A Limited Partner Fresno CA 7491 N Remington Ave,,,Salesforce
10962913,Inactive Investor,Trenton Walsh,,"Osaic Wealth, Inc. North Wilkesboro NC 85 Boone Trl",,,Salesforce
11015851,Inactive Investor,Christopher Mallon,Investment Advisor Representative,LPL Financial LLC Sturbridge MA 200 Charlton Rd,chris.mallon@lpl.com,,Salesforce
9566559,,Pablo Blanco,,,censupablo@gmail.com,,List import
10805012,Inactive Investor,Stephen Perry,Executive Vice President;Strategic Advisor,"Boyd Watterson Asset Management, LLC",sperry@boydwatterson.com,,Salesforce
11174648,Inactive Investor,Bryan Benelli,,"Stifel, Nicolaus & Company, Incorporated San Jose CA 550 S Winchester Blvd",,,Salesforce
10611146,,Patrick Wayland,"Senior Financial Advisor, Senior Vice President",,patrick.wayland@ml.com,,List Import
11171277,Inactive Investor,Brenzel Guillory,Private Client Advisor,J.P. Morgan Securities LLC Fairfield CA 5095 Business Center Dr,brenzel.guillory@jpmorgan.com,,Salesforce
11183000,Inactive Investor,Shane Abernathy,Financial Advisor,Momentum Independent Network Inc. San Antonio TX 8000 IH 10 W,shane.abernathy@hilltopnetwork.com,,Salesforce
11105321,Inactive Investor,Hunter Vanderwaal,Financial Consultant,"Wells Fargo Clearing Services, LLC Ankeny IA 910 E 1st St",,,Salesforce
11014965,Inactive Investor,Chloe Skrober,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",chloe.skrober@prudential.com,,Salesforce
11008687,Inactive Investor,Mathew Shaggura,,Jefferies LLC,mshaggura@jefferies.com,,Salesforce
11092960,Inactive Investor,Detria Miser,,Money Concepts Capital Corp Columbus OH 81 Mill St,,,Salesforce
10645381,,Lauren Vitale,,,lsilva@lincolninternational.com,,List Import
340646,,Eunjoo Lee,Managing Director,"Hawkeye Partners, Lp",elee@hawkeye-partners.com,512-628-4000,Manual List Upload
11181500,Inactive Investor,Andrew Stearns,Personal Banker,"Wells Fargo Clearing Services, LLC Vancouver WA 19100 SE 34th St",,,Salesforce
10825745,Inactive Investor,John Fiorio,,LPL Financial LLC Ashland WI 317 Main St W,john.fiorio@lpl.com,,Salesforce
10837397,Inactive Investor,Nathan Berkoff,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,nathan.berkoff@ubs.com,,Salesforce
11077578,Inactive Investor,Andrew Campbell,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",andrew.campbell@ml.com,,Salesforce
9640868,,Ruthie Snowden,,,rdsnowden26@gmail.com,,List import
11088910,Inactive Investor,Thomas Sheehan,Chief Compliance Officer;Founding Partner;President,Round Oak Capital LLC,tsheehan@roundoakcap.com,,Salesforce
11172693,Inactive Investor,Harlan Satrom,,"Northwestern Mutual Investment Services, LLC Decorah IA 511 W Water St",harlan.satrom@nm.com,,Salesforce
10867895,Inactive Investor,Mark Mavropoulos,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10941547,Inactive Investor,Samantha Dichiacchio,,Kovack Securities Inc.,samantha@kovacksecurities.com,,Salesforce
338514,,Richard Crosthwaite,Partner,Independent Franchise Partners Llp,richard.crosthwaite@franchisepartners.com, -4959233,Manual List Upload
11101040,Inactive Investor,Erik Schoener,Chief Compliance Officer;Chief Executive Officer;President,"BrightPath Financial Advisors, LLC",,,Salesforce
11056355,Inactive Investor,Bobby Slate,,"TIAA-CREF Individual & Institutional Services, LLC Honolulu HI 500 Ala Moana Blvd",bob.slate@tiaa.org,,Salesforce
11032485,Inactive Investor,Richard Gaige,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,richard.gaige@ubs.com,,Salesforce
10788331,Inactive Investor,John Mitchell,Director;President;Shareholder,Mitchell Vaught & Taylor Inc,jmitchell@mvtinvest.com,,Salesforce
9584397,,Fred Costantino,,,fcostantino@seedpg.com,,List import
9558400,,Scott Aabel,,,saabel@spireip.com,,List import
11144313,Inactive Investor,Tony Layson,Financial Advisor,Edward Jones Laramie WY 410 E Lyons St,tony.layson@edwardjones.com,,Salesforce
229295,, -,,[[Unknown]],erucjohnson6119@gmail.com,,
11177154,Inactive Investor,Daniel Hickey,,Cetera Investment Services LLC Beaumont TX 350 Pine St,,,Salesforce
11169065,Inactive Investor,Timothy Meek,,"Raymond James Financial Services, Inc. Linton IN 89 A St NE",timothy.meek@raymondjames.com,,Salesforce
11038131,Inactive Investor,Darnell King,,J.P. Morgan Securities LLC Chicago IL 6940 S Ashland Ave,darnell.king@jpmorgan.com,,Salesforce
10614664,,Gordon Pascale,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,gordon.pascale@morganstanley.com,,List Import
372759,,Edwin Livingston,,United States,gaines.livingston@gmail.com,,source
10771830,Inactive Investor,Sarah Mijts,Wealth Associate,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",sarah.mijts@wellsfargoadvisors.com,,Salesforce
9415721,,Huaxing Lu,,Huaxing Lu,huaxinglu7@gmail.com,,Other
10980813,Inactive Investor,Carla Tyce,Client Service Associate,"Ameriprise Financial Services, LLC Portland ME 2 Portland Sq",carla.tyce@ampf.com,,Salesforce
9630462,,Nick Berard,,,nicobn+grayscale@gmail.com,,List import
11118728,Inactive Investor,Joanna Morrison,Executive Director,UBS Financial Services Inc.,,,Salesforce
9631455,,Mark Li,,,mark.li@randstad.com.sg,,List import
10852021,Inactive Investor,James Catacchio,Chief Operating Officer;Chief Operations Officer;Executive Vice President;Registered Principal;Regulatory Contact,Bay Colony Advisors Concord MA 91 Main St,james@baycolonyadvisors.com,,Salesforce
10966576,Inactive Investor,Edward Kill,Vice President,The Huntington Investment Company Chicago IL 222 N La Salle St,edward.kill@huntington.com,,Salesforce
9585232,,Deepesh Mangal,,,ymangal845@gmail.com,,List import
10613580,,Lauren Bellini,"Financial Advisor, Senior Vice President",,lauren.konstantin@ubs.com,,List Import
10439332,,Ingrid Ingham,,,ingking303@gmail.com,,Web Form Fillout
10871929,Inactive Investor,Michael Ribar,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",michael.ribar@nm.com,,Salesforce
10962745,Inactive Investor,John Tucker,,Fidelity Brokerage Services LLC,,,Salesforce
142243,,Paul Asaro,,[Unknown],mojorisin23@yahoo.com,,source
10862680,Inactive Investor,Juliann Chapman,,"Osaic Wealth, Inc. Plano TX 5409 Grasmere Dr",,,Salesforce
10606211,,William Sieg,Elected Manager,J.P. Morgan Securities LLC,jcsieg1979@aol.com,212-888-3332,List Import
9613143,,John Smith,,,jsmith@bdfllc.com,,List import
10942323,Inactive Investor,Mark Mcnulty,Compliance Officer,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9631406,,Erick Magloire,,,emagl003@fiu.edu,,List import
9587367,,Nathan Braunwalder,,,npbraunwalder@hotmail.com,,List import
1001940,Inactive Investor,Jon Cohen,Chairman & Managing Director,JM Cohen & Co,joco@jmcohen.com, +1 212 688 3355,
11090465,Inactive Investor,Cristiana Villa,,Bradesco Investments Inc.,,,Salesforce
10906299,Inactive Investor,Timothy Rogers,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",timothy.rogers@schwab.com,,Salesforce
10859582,Inactive Investor,Steven Weydert,Chief Compliance Officer;President,Weydert Wealth Management,sweydert@wwmgmnt.com,,Salesforce
10865315,Inactive Investor,Thomas Egan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.egan@fidelity.com,,Salesforce
11046916,Inactive Investor,Kevin Yang,,Morgan Stanley,,,Salesforce
10761409,Inactive Investor,Aaron Romain,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",aaron_romain@ml.com,,Salesforce
11058350,Inactive Investor,Stephen Wenstrup,Senior Financial Advisor,"Journey Advisory Group, LLC Dayton OH 1065 E Centerville Station Rd",,,Salesforce
10877543,Inactive Investor,Joseph Feste,Regulatory Contact;Senior Managing Partner;Vice President,"KM Capital Management, Ltd.",,,Salesforce
11065908,Inactive Investor,Deborah Giordano-Manno,,State Farm VP Management Corp. Winder GA 30 S Broad St,deborah.giordano-manno.loa2@statefarm.com,,Salesforce
11236905,Inactive Investor,Luke Friskney,Associate Advisor,Arena Wealth Management LLC,,,Salesforce
10951798,Inactive Investor,Benjamin Fuentez,,Park Avenue Securities LLC Spring TX 1095 Evergreen Cir,benjamin_fuentez@glic.com,,Salesforce
11092783,Inactive Investor,Norman Johnson,Financial Advisor,Edward Jones Linwood NJ 199 New Rd,norm.johnson@edwardjones.com,,Salesforce
11060115,Inactive Investor,Glenn Way,Private Wealth Manager,Advisory Services Network Okatie SC 10 Pinckney Colony Rd,,,Salesforce
11065414,Inactive Investor,Larry Brown,,Commonwealth Financial Network Albuquerque NM 6759 Academy Rd NE,lbrown@commonwealth.com,,Salesforce
9627838,,INES AISSA,,,mampisdesign@gmail.com,,List import
342159,,Paul Ledenko,Eastern Divisional Manager,Amg Funds Llc,paul.ledenko@amg.com,203-299-3500,Manual List Upload
10758015,Inactive Investor,Andrew Lowe,Financial Advisor,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",andrew.r.lowe@wellsfargoadvisors.com,,Salesforce
9579969,,Timothy Tindall,,,ttindall@alescoadvisors.com,,List import
11004657,Inactive Investor,Edwin Porter,Financial Advisor,Edward Jones Concord NC 815 Davidson Dr NW,ecraig.porter@edwardjones.com,,Salesforce
11117453,Inactive Investor,Oliver Duda,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,oliver.duda@ubs.com,,Salesforce
9583256,,'? '?,,,248296939@qq.com,,List import
11150459,Inactive Investor,Kelly Vessels,,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,kvessels@moneyconcepts.com,,Salesforce
9609674,,DANAIL SHTARBOV,,,taihigh81@gmail.com,,List import
10906867,Inactive Investor,Chad Rawleigh,Client Relationship Specialist;Partner;Wealth Manager,Financial Solutions Advisory Group,chad@fsadvisorygroup.com,,Salesforce
10856285,Inactive Investor,Robert Demelfi,,Trident Partners Ltd. Holbrook NY 321 Dante Ct,rdemelfi@tridentpartnersltd.com,,Salesforce
10949624,Inactive Investor,Trevor Coons,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
9548864,,Leandro Menezes,,,choice1.freedom@gmail.com,,List import
10836567,Inactive Investor,Matthew Hearn,Chief Operating Officer;Financial Advisor;Partner,Cannon Wealth Management Services,mhearn@cannon-wealth.com,,Salesforce
11033745,Inactive Investor,Jennifer Frazho,,"Concorde Investment Services, LLC Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
10799730,Inactive Investor,Lori Baum,,"Raymond James Financial Services, Inc. Saint George UT 254 S 1470 E",lori.baum@raymondjames.com,,Salesforce
9554601,,Bill Mccallum,,,bmccallum@hnrg.com,,List import
9556703,,Ken Weeks,,,ken.weeks@lpl.com,,List import
10899451,Inactive Investor,Tyler Call,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,tyler.call@fidelity.com,,Salesforce
238252,,luis.troncoso2016@gmail.com Alberto,,[Unknown],luis.troncoso2016@gmail.com,,
11043117,Inactive Investor,Karla Ferrer,,J.P. Morgan Securities LLC Canoga Park CA 21901 Sherman Way,karla.ferrer@jpmorgan.com,,Salesforce
10876387,Inactive Investor,Jeremy Gussick,Financial Advisor,LPL Financial LLC Voorhees NJ 1000 White Horse Rd,jeremy.gussick@lpl.com,,Salesforce
10794186,Inactive Investor,Christopher Wasson,,"Kestra Investment Services, LLC Towson MD 1122 Kenilworth Dr",,,Salesforce
10943472,Inactive Investor,James Biasotti,Financial Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Roseville CA 2200 Douglas Blvd",,,Salesforce
10924990,Inactive Investor,Jeffrey Cristadoro,,LPL Financial LLC Staten Island NY Private Residence,jeffrey.cristadoro@lpl.com,,Salesforce
10969135,Inactive Investor,Stacey Buhrow,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,stacey.buhrow@primerica.com,,Salesforce
10970541,Inactive Investor,Stephanie Pfister,,J.P. Morgan Securities LLC Beaverton OR 14700 SW Teal Blvd,stephanie.pfister@jpmorgan.com,,Salesforce
10843545,Inactive Investor,Edward Bradley,,"Raymond James Financial Services, Inc. Midlothian VA 13925 Coalfield Commons Pl",ed.bradley@raymondjames.com,,Salesforce
11119273,Inactive Investor,David Johnson,,State Farm VP Management Corp. Mayville ND 233 3rd St SE,david.johnson.k2t8@statefarm.com,,Salesforce
11080215,Inactive Investor,Sean Nicholson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10645059,,Christa Haynes,,,clhaynes@ft.newyorklife.com,,List Import
11021358,Inactive Investor,Marlaina Jurco,Senior Client Service Associate,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,marlaina.jurco@ubs.com,,Salesforce
10862687,Inactive Investor,David Fontenot,,LPL Financial LLC Lafayette LA 119 Ridgeway Dr,david.fontenot@lpl.com,,Salesforce
11062329,Inactive Investor,Eduardo Guimaraes,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,evguimaraes@ft.newyorklife.com,,Salesforce
11164883,Inactive Investor,Brian Kiefer,Financial Advisor,"Osaic Wealth, Inc. Darien IL 1450 Plainfield Rd",,,Salesforce
70017,,Curtis Smith,"Financial Advisor, Financial Services Professional","MML Investors Services, LLC",curtissmith@financialguide.com,918-524-6340,
333714,,Jimmy Hills,Wealth Manager,"Mid-atlantic Securities, Inc.",jhill@masecurities.com,919-783-7787,Manual List Upload
10937762,Inactive Investor,Joshua Karar,,"Stifel, Nicolaus & Company, Incorporated Dallas TX 8115 Preston Rd",,,Salesforce
11042448,Inactive Investor,Mai Vang,,J.P. Morgan Securities LLC Chico CA 200 Broadway St,mai.vang@jpmorgan.com,,Salesforce
10656239,,Jessica Scime,,,jscime@williamblair.com,,List import
9573788,,Georgi Chisuse,,,chisuseg@gmail.com,,List import
11173791,Inactive Investor,Kevin Rodin,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",kevin.rodin@equitable.com,,Salesforce
11112871,Inactive Investor,Katherine Melendez,,"Farmers Financial Solutions, LLC",katherine.melendez@farmersinsurance.com,,Salesforce
10910269,Inactive Investor,Michael Espinosa,President,TrueNorth Wealth,michael@truenorthwealth.com,,Salesforce
374200,,Jonas Grant,,[Unknown],jonas@jonasmgrant.com,,source
10352941,,Steen Hauerbach,,,grove.dk@gmail.com,,Web Form Fillout
11170399,Inactive Investor,Paul Brahim,,LPL Financial LLC Pittsburgh PA 11 Stanwix St,paul.brahim@lpl.com,,Salesforce
9552257,,Brant May,,,brant.may@pnc.com,,List import
11167040,Inactive Investor,Adriana Marquez-Gomez,,"Wells Fargo Clearing Services, LLC Carson CA 18005 Avalon Blvd",,,Salesforce
11066926,Inactive Investor,Kimberly Chao,Chief Compliance Officer;Executive Officer;Principal,Zebra Crossing Asset Management LLC,kimberly@zebracrossingam.com,,Salesforce
11016036,Inactive Investor,Lilowtie Hemraj,,"Allstate Financial Services, LLC Queens Village NY 20603 Jamaica Ave",lilowtiehemraj@allstate.com,,Salesforce
9561649,,Daniela Rios,,,daniriosc0413@gmail.com,,List import
9557630,,Kara Lewis,,,karadlew@aol.com,,List import
10770807,Inactive Investor,Patricia Kes Lejeune,Associate Complex Manager;Senior Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,patricia.lejeune@morganstanley.com,,Salesforce
10891608,Inactive Investor,Courtny Tyler,,State Farm VP Management Corp. Maricopa AZ 41600 W Smith Enke Rd,,,Salesforce
373491,,Sam Hope,,[Unknown],samuelhope@yahoo.com,,source
11209251,Inactive Investor,Carlos Lopez,,"Principal Securities, Inc.",lopez.carlos@principal.com,,Salesforce
198794,,Michael Parrish,,[Unknown],85delbamike@gmail.com,,source
10943606,Inactive Investor,Lacey Knauer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11141908,Inactive Investor,Marcos Soltren,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",marcos.soltren@ml.com,,Salesforce
10646018,,James Stanton,,,james.stanton@chase.com,,List Import
11037379,Inactive Investor,Gregory Covalt,,"Cambridge Investment Research, Inc. Woodward, OK 1703 Main St",,,Salesforce
9597583,,Angela Fisher,,,afisher@bkd.com,,List import
11009753,Inactive Investor,Donna Semenza,,"Herold & Lantern Investments, Inc.",dsemenza@heroldlantern.com,,Salesforce
11173316,Inactive Investor,Jason Nuzzo,,William Blair,jnuzzo@williamblair.com,,Salesforce
9580664,,Tara Budlong,,,tbudlong@strategicpoint.com,,List import
11111719,Inactive Investor,Gregory Chocko,,Goldman Sachs & Co.,,,Salesforce
10596414,,Rich DeRafelo,,,rderafelo@epwealth.com,,Web Form Fillout
10792193,Inactive Investor,Daniel Tredwell,,Ages Financial Services Ltd. Stamford CT 263 Tresser Blvd,,,Salesforce
10617154,,Leonard Johnson,,,l.todd.johnson@ampf.com,,List Import
11254768,Inactive Investor,Maxwell Gebauer,,"Ameriprise Financial Services, LLC Middlebury CT 835 Straits Tpke",,,Salesforce
11126875,Inactive Investor,Timothy Farley,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",tim.farley@rbc.com,,Salesforce
11007698,Inactive Investor,Giovanni Monaco,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11206294,Inactive Investor,Robert Veeneman,Financial Advisor,"Ameriprise Financial Services, LLC Sarasota FL 2477 Stickney Point Rd",robert.l.veeneman@ampf.com,,Salesforce
10887154,Inactive Investor,Benjamin Short,Portfolio Associate,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",ben.short@alexbrown.com,,Salesforce
9596666,,Debra Tagg,"Managing Member, Chief Compliance Officer","Bfs Advisory Group, Llc",rhulme@bluescapepartners.com,,List import
11168087,Inactive Investor,Jon Strieby,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,jon@ubs.com,,Salesforce
11011154,Inactive Investor,Jennifer Cessna,,Cetera Advisor Networks LLC Maple Grove MN 13700 Reimer Dr N,,,Salesforce
10857580,Inactive Investor,Richard Gurniak,Chief Compliance Officer;Owner;President,"Gurniak Financial Advisors, Inc.",rgurniak@gurniakfinancial.com,,Salesforce
9628579,,Nadeem Shaikh,,,shaikhoo@msn.com,,List import
10972275,Inactive Investor,Brandon Heaven,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",brandon.heaven@tiaa.org,,Salesforce
210663,,John Zacharella,,N/a,giants4@mail.com,9733781802,Organic Search
10786507,Inactive Investor,Paul Linzer,Member,"INVESCO, LLC",paul@invescollc.com,,Salesforce
10818010,Inactive Investor,Shane Weisman,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",shane.b.weisman@ampf.com,,Salesforce
9628782,,SHAUN NELSON,,,fwresh@gmail.com,,List import
11179085,Inactive Investor,Natalie Gangemi,Associate,J.P. Morgan Securities LLC Austin TX 405 Colorado St,natalie.gangemi@jpmorgan.com,,Salesforce
9569508,,Scott Krueger,,,krueger.scott@principal.com,,List import
10511954,,Micheal Satterfield,,,michealsatterfield13@gmail.com,,Web Form Fillout
11086444,Inactive Investor,Lynzie Wolters,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,lwolters@ft.newyorklife.com,,Salesforce
11168184,Inactive Investor,Peter Perfetti,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",peter.perfetti@wellsfargoadvisors.com,,Salesforce
10617312,,Robert Huddleston,,,robert.huddleston@ampf.com,,List Import
11192279,Inactive Investor,James Leong,Wealth Advisor,"Private Portfolio Partners, LLC Florham Park NJ 30 Columbia Tpke",,,Salesforce
11025052,Inactive Investor,Travis Baldridge,Investment Advisor Representative,LPL Financial LLC Johnson City TN 119 Boone Ridge Dr,,,Salesforce
11158631,Inactive Investor,Clint Wondra,Partner;Wealth Manager,Creative Planning Milwaukee WI 10000 W Innovation Dr,clint.wondra@creativeplanning.com,,Salesforce
11179813,Inactive Investor,Bret Reiner,Financial Advisor,Edward Jones West Linn OR 1800 Blankenship Rd,bret.reiner@edwardjones.com,,Salesforce
11014929,Inactive Investor,Edith Chaves,,PFS Investments Inc. Woodland Hills CA 20750 Ventura Blvd,edith.chaves@primerica.com,,Salesforce
11023947,Inactive Investor,Trevis Davie,,"Allstate Financial Services, LLC Reynoldsburg OH 1607 Brice Rd",trevisdavie@allstate.com,,Salesforce
10773658,Inactive Investor,David Moss,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 101 E 6th St",david.p.moss@bofa.com,,Salesforce
4410,, -,,[[Unknown]],sportster113@gmail.com,,Initial Salesforce Import
9584459,,Joe Malinowski,,,blastoffyourcashflow@gmail.com,,List import
11074477,Inactive Investor,Shane Kochon,Financial Advisor,"Ameriprise Financial Services, LLC Escondido CA 500 La Terraza Blvd",shane.kochon@ampf.com,,Salesforce
11116785,Inactive Investor,Bryan Zic,Financial Services Representative,"MML Investors Services, LLC Homer Glen IL 14228 S Bell Rd",bzic@financialguide.com,,Salesforce
229781,, -,,[[Unknown]],mah@prakteka.com,,Organic Search
10806432,Inactive Investor,Markus Stephens,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",markus.stephens@ml.com,,Salesforce
188881,,Luke Patton,,[Unknown],pattonluke60@gmail.com,,source
11116645,Inactive Investor,Holly Linville,Senior Registered Branch Marketing Associate,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",holly.linville@raymondjames.com,,Salesforce
11007153,Inactive Investor,Juan Johnson,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10926690,Inactive Investor,Benjamin Wyker,Financial Advisor,"Raymond James & Associates, Inc. Decatur AL 123 Lee St NE",benjamin.wyker@raymondjames.com,,Salesforce
10848642,Inactive Investor,James Woytcke,,LPL Financial LLC Osseo MN 7200 Hemlock Ln N,james.woytcke@lpl.com,,Salesforce
10780131,Inactive Investor,Gale Wayne,,Sigma Financial Corporation Lake Bluff IL 900 W North Shore Dr,,,Salesforce
9578530,,Adrian Blumfield,,,ablumfield@metpg.com,,List import
10841005,Inactive Investor,Donald Smith,,Cetera Advisors LLC Midland MI 2100 Austin St,donald.smith@ceteraadvisors.com,,Salesforce
10591954,,OMER IFTIKHAR,,,oiftikhar@blockchain.com,,Web Form Fillout
11304611,Inactive Investor,Kenneth Goth,,Vita Planning Group LLC,ken@vitamail.com,650-567-9300,Salesforce
9642638,,Danielle Herrmann,,,herrmanninvest+roth@gmail.com,,List import
11153365,Inactive Investor,Kirk Kinsman,Financial Professional,"MML Investors Services, LLC Gainesville FL 1330 NW 6th St",kkinsman@financialguide.com,,Salesforce
10850384,Inactive Investor,Francis Albino,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",falbino@tradestation.com,,Salesforce
11092298,Inactive Investor,Corey Hubbard,,Fidelity Brokerage Services LLC,corey.hubbard@fmr.com,,Salesforce
10941620,Inactive Investor,Lori Robinson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lori.robinson@tiaa.org,,Salesforce
10975807,Inactive Investor,Alfonso Sanchez,,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",alfonso.sanchez@transamerica.com,,Salesforce
10757855,Inactive Investor,Melissa Podulka,Registered Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,melissa.podulka@morganstanleypwm.com,,Salesforce
9541508,,Ed Popcun,,,adpopcun@hotmail.com,,List import
11211169,Inactive Investor,Diane Furubayashi,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",diane.furubayashi@wellsfargoadvisors.com,,Salesforce
11060659,Inactive Investor,Paul Schmidt,Financial Advisor,"Osaic Wealth, Inc. Saint Paul MN 7845 3rd St N",,,Salesforce
218509,,Sebastien Soudan,,[Unknown],sebastien.soudan@gmail.com,,Direct
10772031,Inactive Investor,Henry Lynn,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",hlynn@stifel.com,,Salesforce
9629453,,Matt Verklin,,,verklin@cheetahcrypto.group,,List import
10939892,Inactive Investor,Joseph Bullington,,State Farm VP Management Corp. Huntington WV 939 3rd Ave,,,Salesforce
9579088,,Marc Robert,,,m.robert@waterinv.com,,List import
10805676,Inactive Investor,Joel McDavid,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Charleston WV 500 Lee St E,,,Salesforce
11061293,Inactive Investor,Virgil Addison-Eady,,"Citizens Securities, Inc. Huntingdon Valley PA 763 Huntingdon Pike",virgil.addison-eady@citizensbank.com,,Salesforce
11146722,Inactive Investor,Jaimie Auten,,"Wells Fargo Clearing Services, LLC Aurora CO 6686 S Parker Rd",,,Salesforce
10834733,Inactive Investor,Jeffrey Cohen,Assistant Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",jeffrey.s.cohen@wellsfargoadvisors.com,,Salesforce
9630374,,Julian Das,,,j.das@hotmail.co.uk,,List import
235076,,Brad -,,Brad [[Unknown]],bigbradtaylor@yahoo.com,,Content
10872769,Inactive Investor,Jonathan Dame,,State Farm VP Management Corp.,,,Salesforce
11161546,Inactive Investor,Nicholas Pulido,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Dorado Hills CA 3901 Park Dr",,,Salesforce
10900397,Inactive Investor,Michael Eyermann,Investment Advisor,Fisher Investments,,,Salesforce
9600822,,Michele Matzinger,,,lynchzinger@gmail.com,,List import
9588580,,Robert Kahn,,,robert.kahn@alphanextinvestment.com,,List import
9580090,,cornelis zwart,,,casezwart@verizon.net,,List import
11096979,Inactive Investor,Ron Pac,Managing Partner,"Trivium Point Advisory, LLC",rpac@triviumpoint.com,,Salesforce
10863463,Inactive Investor,Steven Insinna,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,steven.insinna@fidelity.com,,Salesforce
10612859,,Michael O'Keeffe,Financial Advisor,,michael.okeeffe@ampf.com,,List Import
11161743,Inactive Investor,Tyson Luthi,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,tyson.luthi.qk3j@statefarm.com,,Salesforce
11013262,Inactive Investor,Tate Kershner,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",tate.kershner@equitable.com,,Salesforce
10897809,Inactive Investor,Aubrey Averette,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10619993,,Stan Bochnowski,,,sbochnowski@lakesidebank.com,,List Import
11055966,Inactive Investor,Jennifer Sokolowski,Chief Compliance Officer;Financial Planner;Owner,Metis Wealth Management & Planning LLC,,,Salesforce
10994395,Inactive Investor,Conor Guillott,,LPL Financial LLC Lutherville Timonium MD 1447 York Rd,conor.guillott@lfg.com,,Salesforce
76731,,Benjamin Grom,Financial Planning Analyst,"Allegheny Investments, Ltd.",bgrom@alleghenyfinancial.com,412-536-8107,
9639060,,Scott Kenagy,,,skenagy@northshore.org,,List import
10802632,Inactive Investor,Patrick Curtin,Senior Vice President;Wealth Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,,,Salesforce
10838415,Inactive Investor,Jon Magoch,Chief Compliance Officer;Founder;Investment Advisor Representative;Owner;President,Retirement Evolutions Wealth Management LLC,jmagoch@retirenav.com,,Salesforce
9630770,,Hussameddin Adwan,,,hussam.adwan@gmail.com,,List import
11033751,Inactive Investor,Brittany Suttie,,"First Command Brokerage Services, Inc. Silverdale WA 10049 Kitsap Mall Blvd NW",,,Salesforce
10925195,Inactive Investor,Carlie Cunningham,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",carlie.cunningham@tiaa.org,,Salesforce
11209157,Inactive Investor,George Harper,,"American Portfolios Financial Services, Inc. Fleetwood PA 3623 Pricetown Rd",gharper@americanportfolios.com,,Salesforce
9637328,,Jorge Echarte,,,jorgeecharte@gmail.com,,List import
10695110,,helena he,,,icedtangherine@gmail.com,,Web Form Fillout
11232338,Inactive Investor,Linden Henry,,Cetera Advisor Networks LLC Austin TX 2801 Via Fortuna,,,Salesforce
2001689,,Sanaya Saara,,,sanayasaara8@gmail.com,,
10792370,Inactive Investor,Martin Braam,,"Truist Investment Services, Inc. Douglassville PA 63 Old Swede Rd",martin.braam@truist.com,,Salesforce
11156767,Inactive Investor,Glenn Stears,,United Planners' Financial Services of America A Limited Partner Hinsdale IL 15 Spinning Wheel Rd,,,Salesforce
10974243,Inactive Investor,Douglas Dailey,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 655 Metro Pl S",,,Salesforce
11150389,Inactive Investor,Michael Kennedy,,PFS Investments Inc. Louisville KY 4229 Bardstown Rd,mkennedy@primerica.com,,Salesforce
11173766,Inactive Investor,Brent Courter,Financial Advisor,Edward Jones Loogootee IN 101 North St,brent.courter@edwardjones.com,,Salesforce
10769272,Inactive Investor,Jason Tether,Financial Services Representative,"MML Investors Services, LLC Auburn Hills MI 3069 University Dr",jtether@financialguide.com,,Salesforce
10789735,Inactive Investor,Clarence Higbe,,"N.I.S. Financial Services, Inc.",,,Salesforce
9568828,,Ming -,,,myu1668@gmail.com,,List import
11061528,Inactive Investor,Brandon Heath,,J.P. Morgan Securities LLC Simi Valley CA 1324 Madera Rd,brandon.heath@jpmorgan.com,,Salesforce
9127794,,Craig Farr,,,cfarr@apollo.com,,List Import
10941634,Inactive Investor,Gabriel Weeden,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11041892,Inactive Investor,Kimberly Contelmo,Financial Advisor,"Voya Financial Advisors, Inc. Poughkeepsie NY 3 Neptune Rd",kimberly.contelmo@voyafa.com,,Salesforce
11073041,Inactive Investor,Alan Schnall,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,alan.schnall@opco.com,,Salesforce
11006485,Inactive Investor,Shane Pitkin,Financial Advisor,"Wells Fargo Clearing Services, LLC Cedar Falls IA 6309 University Ave",shane.pitkin@wellsfargo.com,,Salesforce
232978,, -,,[Unknown],albert.liong88@gmail.com,,
10915712,Inactive Investor,Alexandra Bermea,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11221507,,Scott Wyler,,,scott.wyler@avmltd.com,,List Import
11049743,Inactive Investor,William Eberhardt,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,william.eberhardt@fidelity.com,,Salesforce
180557,,Kent Lee,,[Unknown],klee1121@hotmail.com,,Paid Search
10989179,Inactive Investor,Corey Frendberg,Regional Leader,PFS Investments Inc. Aurora CO 6105 S Main St,cfrendberg@primerica.com,,Salesforce
9580410,,Erin Anderson,,,eanderson@atlaspeakadvisors.com,,List import
10615869,,John Egan,,,john.c.eganjr@jpmorgan.com,,List Import
11168200,Inactive Investor,Jon Bohnert,Financial Advisor,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",chris.bohnert@wellsfargoadvisors.com,,Salesforce
10944367,Inactive Investor,Cecilia Dicristofalo,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Spring Hill FL 5331 Commercial Way",cecilia.dicristofalo@prudential.com,,Salesforce
10922129,Inactive Investor,Alvaro Quintero,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
9574840,,Derek Lester,,,derek@lesterventures.com,,List import
10876660,Inactive Investor,Christian Heer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",christian.heer@ml.com,,Salesforce
9608719,,Dhamodharan Sugumaran,,,dhamodharan.sugumaran@gmail.com,,List import
91730,,Sam Ogrizovich,President,Ofm Wealth,sam@ofmwealth.com,708-403-2800,Manual List Upload
249317,,Joy Yang,,MarketVector Indexes,jyang@mvis-indices.com,,Manual List Upload
10487184,,Aaron Gonzalez,"First Vice President, International Wealth Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",aarongonzalez@ml.com,,List Import
248887,,Monica Wang,Business Development Associate,Cointelegraph Japan,monica.wang.jp@cointelegraph.com,,Manual List Upload
11219492,,John Ores,,,jores@tocqueville.com,,Other
11105480,Inactive Investor,Monica Izquierdo,Chief Operating Officer,True Wealth Advisory Group,monica.izquierdo@truewealthadvisorygroup.com,,Salesforce
10992044,Inactive Investor,Kyle Damrow,,MWA Financial Services Inc. Hartland WI 140 North Ave,kyle.a.damrow@mwarep.org,,Salesforce
9579908,,Jaime Desmond,,,jdesmond@ladenburg.com,,List import
9566141,,Richard Wolffe,,,rwolffe@tspcapitalmgt.com,,List import
10814814,Inactive Investor,Gary Wheatley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",gary.wheatley@ml.com,,Salesforce
10766553,Inactive Investor,Kerry Carlo,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",k_carlo@ml.com,,Salesforce
9601501,,Corbett Pool,,,butchpool@aol.com,,List import
10897600,Inactive Investor,Kerry Connell,Investment Advisor;Secretary,HTG Investment Advisors Inc,kerry@htgadvisors.com,,Salesforce
10928712,Inactive Investor,Ntyanta Vyas,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,ntyanta.vyas@primerica.com,,Salesforce
9579132,,David Kanen,,,dkanen@kanenadvisory.com,,List import
11125889,Inactive Investor,Brett Meyer,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Chico CA 2064 Talbert Dr",brett.x.meyer@ampf.com,,Salesforce
10800286,Inactive Investor,Jacob Bryant,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11099626,Inactive Investor,Greg Watkins,Partner,"Sapphire Fiduciary Advisors, LLC",greg@sapphirefiduciary.com,,Salesforce
9565958,,Srinivas S,,,suleagama@gmail.com,,List import
11089358,Inactive Investor,Michael Castillo,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
9641411,,John McAndrews,,,john.mcandrews@yahoo.com,,List import
11071781,Inactive Investor,Anthony Dinovella,Senior Wealth Advisor,"Citizens Securities, Inc. Newport RI 8 Washington Sq",anthony.d.dinovella@citizensbank.com,,Salesforce
11037765,Inactive Investor,Maxwell Ackerman,,Fidelity Brokerage Services LLC,,,Salesforce
10489490,,Suzanne Ingram,"Assistant Vice President, Senior Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",suzanne.ingram@ml.com,940-297-6988,List Import
11135323,Inactive Investor,Ashton Immel,Chief Compliance Officer;Partner;Shareholder,"Financial Abundance, Inc.",ashton@financialabundanceinc.com,,Salesforce
10756755,Inactive Investor,John Mauney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spartanburg SC 295 E Main St",john.mauney@ml.com,,Salesforce
10922669,Inactive Investor,Melanie Johnston,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11049499,Inactive Investor,Matthew Rouillier,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Nashville TN 237 Old Hickory Blvd",matthew.rouillier@concoursefinancial.com,,Salesforce
332882,,James Henry,Portfolio Manager,Sloan Investment Management,jhenry@sloanim.com,,
9559955,,Christopher Bolles,,,cbolles@verityinvest.com,,List import
342450,,Claudia Rodriguez,New Business Manager,"Centric Advisors, Llc",claudiarodriguez@majorsmondragon.com,888-215-5888,Manual List Upload
9590296,,tangxu ye,,,ye76265332@gmail.com,,List import
10777296,Inactive Investor,Marianne Verpent,Client Service Representative,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",marianne.verpent@schwab.com,,Salesforce
11049602,Inactive Investor,Peter Hirsh,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,phirsh@allianceg.com,,Salesforce
10801255,Inactive Investor,Marion Steward,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,"Financial Steward Associates, LLC",,,Salesforce
349066,,Jeffrey Kupor,Senior Vice President And Secretary,"Invesco Advisers, Inc.",jeffrey_kupor@invesco.com,404-892-0896,Manual List Upload
245697,,Simran Su,Vice President,Wellington Management,sgsu@wellington.com,16179515645,Manual List Upload
10821938,Inactive Investor,Carlos Prince,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",carlos.prince@ml.com,,Salesforce
10878335,Inactive Investor,Stephen Jeselson,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
9639990,,Kazuyuki Fukasawa,,,k-fukasawa@tdasset.co.jp,,List import
9617739,,Timothy Klag,,,timothy@hhr.com,,List import
10941090,Inactive Investor,Avnish Gupta,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,avnish_gupta@vanguard.com,,Salesforce
9577719,,Susan Fletcher,,,smfletcher@ftb.com,,List import
10615794,,Brad Marker,,,brad.l.marker@chase.com,,List Import
201594,,David Hobby,,[Unknown],hobbydavid@yahoo.com,,
347553,,Wyatt Moerdyk,CCO And Managing Member,Evidence Advisors Investment Management,wyatt@evidenceadvisors.com,210-591-1170,Manual List Upload
9578607,,Shaun Ahmad,,,shaun.ahmad@25capital.com,,List import
9612011,,Pragyan Sharma,,,privateryaan@gmail.com,,List import
10801628,Inactive Investor,Suhaib Bingaradi,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11206416,Inactive Investor,Victoria Rose,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11234181,Inactive Investor,Hillary Bouthillier,,"Osaic Institutions, Inc. Scottsdale AZ 7600 E Doubletree Ranch Rd",,,Salesforce
10980786,Inactive Investor,Nicholas Lenssen,Chief Compliance Officer;Founder;Principal,"Bear Peak Financial, LLC",,,Salesforce
10904720,Inactive Investor,Richard Torres,,Morgan Stanley Miami FL 200 S Biscayne Blvd,richard.torres@morganstanley.com,,Salesforce
9593176,,F?rat Yalç?n,,,hfyalcin@hotmail.com,,List import
218828,,Jack Duong,,[Unknown],yangfinance@protonmail.com,,
9564576,,steve Vannatta,,,steve@vytalgroup.com,,List import
10962436,Inactive Investor,Joshua Barrett,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,,,Salesforce
10918986,Inactive Investor,Matthew Luckey,Branch Office Manager;Branch Office Supervisor,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",matthew.luckey@transamerica.com,,Salesforce
11125923,Inactive Investor,David Young,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",david.young@ampf.com,,Salesforce
10823040,Inactive Investor,Randal Witt,Financial Advisor,Edward Jones Alexandria MN 2633 Jefferson St,randy.witt@edwardjones.com,,Salesforce
10795939,Inactive Investor,Donald Burrows,,Cetera Advisors LLC League City TX 2450 S Shore Blvd,,,Salesforce
11125389,Inactive Investor,Jonathan Andrews,Financial Advisor,LPL Financial LLC Farmington CT 282 Scott Swamp Rd,jonathan.andrews@lpl.com,,Salesforce
10913074,Inactive Investor,Enoch Lee,,UBS Financial Services Inc.,,,Salesforce
9570044,,Adam Morgan,,,adam@broadfincapital.com,,List import
11065874,Inactive Investor,Peter Dunn,Financial Advisor,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",petedunn@financialguide.com,,Salesforce
11180472,Inactive Investor,Timothy Hargest,Senior Vice President,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,thargest@rwbaird.com,,Salesforce
11023966,Inactive Investor,Manish Upadhyay,Chief Investment Officer;Director - Investment Management;Vice President,"JFS Wealth Advisors, LLC Doylestown PA 2005 S Easton Rd",mupadhyay@jfswa.com,,Salesforce
10619386,,Goran Lazarevic,,,goran.lazarevic@morganstanley.com,,List Import
10773075,Inactive Investor,Carlos Aguilera,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",carlos.aguilera@ml.com,,Salesforce
11217459,,Patrick Riordan,,,patrick.riordan@edwardjones.com,,Other
11091155,Inactive Investor,Cynthia Wemyss,Financial Advisor,Edward Jones Los Altos CA 339 S San Antonio Rd,cynthia.wemyss@edwardjones.com,,Salesforce
11234874,Inactive Investor,William Mcdaniel,Chief Investment Officer;Partner,"Waverly Advisors, LLC Atlanta GA 3300 Riverwood Pkwy SE",,,Salesforce
10846775,Inactive Investor,Amanda Lo,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,amanda.lo@jpmorgan.com,,Salesforce
10826353,Inactive Investor,Paul Brady,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",,,Salesforce
9615425,,Patrick Quinn,,,patrick_quinn@ml.com,,List import
11053977,Inactive Investor,Ryan Wahlund,,Commonwealth Financial Network Saint Paul MN 2180 4th St,,,Salesforce
11024095,Inactive Investor,Molly Shoup,Client Service Associate,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",,,Salesforce
10833467,Inactive Investor,Sean Melendez,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,sean.melendez@morganstanley.com,,Salesforce
10956910,Inactive Investor,Mario Bermudez Ruiz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
372001,,Han Hu,,China,105360@qq.com,,Salesforce
10817189,Inactive Investor,Louis Brody,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Savannah GA 6999 Abercorn St",louis.brody@wellsfargo.com,,Salesforce
10792976,Inactive Investor,Adam Saporsky,Financial Advisor,Edward Jones Reno NV 18116 Wedge Pkwy,adam.saporsky@edwardjones.com,,Salesforce
10884225,Inactive Investor,Stephen Perrone,Chairman;Chief Executive Officer,"Brixton Capital Wealth Advisors, LLC",,,Salesforce
9602426,,Danielle Voloshin,,,dvoloshin@miraclemileadvisors.com,,List import
11123254,Inactive Investor,Terri Hilley,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,terri.hilley@fmr.com,,Salesforce
10195429,,Tebogo Malema,,,tebogo.malema@gmail.com,,Web Form Fillout
11109696,Inactive Investor,William Olson,,J.P. Morgan Securities LLC Framingham MA 120 Worcester Rd,,,Salesforce
10888944,Inactive Investor,Jamey Pugh,,"Cambridge Investment Research, Inc. Scottsdale AZ 15333 N Pima Rd",,,Salesforce
11032567,Inactive Investor,Thyra Kiehl,Client Service Associate,LPL Financial LLC Las Vegas NV 1180 N Town Center Dr,thyra.kiehl@lpl.com,,Salesforce
10836987,Inactive Investor,John Harvie,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 3460 W Clay St",chris.harvie@wellsfargoadvisors.com,,Salesforce
11142033,Inactive Investor,Troy Storm,,Cetera Advisors LLC Saint Paul MN 400 Robert St N,,,Salesforce
11042417,Inactive Investor,Jacob Stout,Financial Advisor,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",jacob.stout@prudential.com,,Salesforce
10847983,Inactive Investor,John Conway,President,"Conway Asset Management, Inc.",,,Salesforce
11221819,,Byron Leong,,,bleong@invresearch.com,,List Import
9619308,,Richard Oliver,,,roliver@kennedycapital.com,,List import
11062674,Inactive Investor,Brian Payne,Branch Manager;Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Weatherford TX 181 E B B Fielder Rd",brian.payne@wellsfargoadvisors.com,,Salesforce
11234618,Inactive Investor,Yardlie Edouard,,"Bankers Life Securities, Inc. Fort Lauderdale FL 1000 Sawgrass Corporate Pkwy",yardlie.edouard@bankerslife.com,,Salesforce
149710,,Clara Olanrewaju,,[Unknown],clara_lanre@yahoo.co.uk,,Webinar
336616,,Jonathan Plumb,Senior Actuarial Associate,"Hooker & Holcombe Investment Advisors, Inc.",jplumb@hhconsultants.com,860-521-8400,Manual List Upload
9544708,,Deas Richardson,,,deas.richardson@changehealthcare.com,,List import
3503025,,Henry Reade,,,henryreade98@gmail.com,,Web Form Fillout
10887907,Inactive Investor,Matthew Bonsall,,"LPL Financial LLC Waltham,  MA 200 5th Ave",,,Salesforce
11191852,Inactive Investor,Nathan Carpenter,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",kyle.carpenter@ml.com,,Salesforce
10886268,Inactive Investor,Peter Berlin,Financial Advisor,LPL Financial LLC Marlton NJ 1 Holtec Dr,pete.berlin@lpl.com,,Salesforce
11182129,Inactive Investor,Mark Peterson,,State Farm VP Management Corp. Circle Pines MN 9200 Lake Dr,mark.peterson.iy4v@statefarm.com,,Salesforce
10951108,Inactive Investor,Christina Villaverde,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
215266,,Vito Sciaraffia,Member Of The Board Of Managers To The Registrant And Chief Investment Officer,Innealta Capital,vsciaraffia@innealtacapital.com,737-808-4640,Manual List Upload
9600382,,Roy Hodge,,,rhodge@rehsystems.comr,,List import
11042782,Inactive Investor,Lisa Cherry,Financial Advisor,"RBC Capital Markets, LLC Bangor ME 23 Water St",lisa.cherry@rbc.com,,Salesforce
346520,,Duvan Brock,Vice President Recruiting And Due Diligence,"Dempsey Lord Smith, Llc",duvan.brock@dempseyi.com,706-238-9575,Manual List Upload
11205436,Inactive Investor,Charles Tyndal,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",m.tyndal@ml.com,,Salesforce
189877,,David Gordon,,Gordon,dgordon5211@gmail.com,518-469-3765,Organic Search
372005,,Kishan Patel,,United States,kgpatel@msn.com,,Salesforce
11238256,Inactive Investor,Julie Ferraro,,"DDS INVESTMENT MANAGEMENT, INC.",jferraro@ddscpa.com,,Salesforce
11180043,Inactive Investor,Jeffrey Kazuk,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeffrey.kazuk@fidelity.com,,Salesforce
10919210,Inactive Investor,Gayla Little,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,gayla.little@lpl.com,,Salesforce
10878949,Inactive Investor,Aaron Adams,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",aaron.adams@schwab.com,,Salesforce
341649,,Robert Swift,"Advisor, Shareholder","Tci Wealth Advisors, Inc.",robert.swift@tciwealth.com,520-733-1477,Manual List Upload
11175349,Inactive Investor,Emma Kerss,Financial Advisor,"Ameriprise Financial Services, LLC Dixon CA Private Residence",emma.f.kerss@ampf.com,,Salesforce
10822566,Inactive Investor,Tiffany Benigni,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,tiffany.benigni@lpl.com,,Salesforce
10909388,Inactive Investor,Jason Gresham,Chief Compliance Officer;Managing Principal,"Wealth Management of the Bluegrass, LLC.",,,Salesforce
10976194,Inactive Investor,Jun Jie Huang,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jun-jie_huang@vanguard.com,,Salesforce
9540426,,Eliza Rowe,,,happyr@bosfam.com,,List Import
11068481,Inactive Investor,James Schneider,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",james.d.schneider@wellsfargoadvisors.com,,Salesforce
9584801,,Hendry Taaibos,,,htaaibos24@gmail.com,,List import
9598910,,Robert Gecker,,,robert.gecker@hansonmcclain.com,,List import
10859643,Inactive Investor,Mark Rowe,,Cetera Advisor Networks LLC New Boston TX 930 N McCoy Blvd,,,Salesforce
9611958,,Squall J,,,squall.j@gmail.com,,List import
10757721,Inactive Investor,Krista Conyers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",krista.conyers@ml.com,,Salesforce
9550673,,Susan Murphy,,,shannonwells79@hotmail.com,,List import
229547,, -,,[[Unknown]],isabaevsanzhar@gmail.com,,
10883872,Inactive Investor,Laura Boedges,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",laura.boedges@bofa.com,,Salesforce
10956884,Inactive Investor,Zachary Williams,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,zachary.s.williams@jpmorgan.com,,Salesforce
11164690,Inactive Investor,Malik Waleed,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",malik.f.waleed@ml.com,,Salesforce
10772078,Inactive Investor,Christine Miller,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",christine_miller@ml.com,,Salesforce
11230581,Inactive Investor,Reece Brown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
8480538,,Alexander Calamos,,Calamos Wealth Management,acalamos@calamos.com,(630) 854-1833,List Import
9585395,,Hua Lei,,,1464120839@qq.com,,List import
9612453,,Brock Shelgren,,,bshelgren@castleark.com,,List import
11233823,Inactive Investor,Wayne Veal,,"Empower Financial Services, Inc",wayne.veal@empower.com,,Salesforce
11238603,Inactive Investor,Pat Edeburn,,Granite Partners,pat@granite.com,,Salesforce
11108727,Inactive Investor,Annette Conley,,LPL Financial LLC Dellwood MN Private Residence,annette.conley@lpl.com,,Salesforce
9552880,,sanjeev shah,,,sanjeev@rhpl.com,,List import
10887187,Inactive Investor,Steven Ditch,,Cetera Advisors LLC Placentia CA 711 W Kimberly Ave,steven.ditch@ceteraadvisors.com,,Salesforce
3199770,,Neeraj kumar Neeraj kumar y,,,neerajkumarfattanpur@gmail.com,,Web Form Fillout
10864156,Inactive Investor,Charles Johnson,Chief Investment Officer;Owner,"Longview Financial Advisors, Inc. Gadsden AL 600 Broad St",charles@longviewfa.com,,Salesforce
11140654,Inactive Investor,Princessa Clegg-Palmer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clayton NC 11601 US 70 Business Hwy W",,,Salesforce
9547245,,Sam Hewitt,,,marketgeo@protonmail.com,,List import
10836963,Inactive Investor,Glen Sher,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",glen.sher@wellsfargoadvisors.com,,Salesforce
9580860,,Kevin Mcgrady,,,kevin.mcgrady@lpl.com,,List import
11005185,Inactive Investor,Rachael Newton,,"Wells Fargo Clearing Services, LLC Folsom CA 25015 Blue Ravine Rd",rachael.newton@wellsfargo.com,,Salesforce
11075713,Inactive Investor,Lilli Jenkins,,J.P. Morgan Securities LLC Billings MT 2414 Central Ave,lilli.jenkins@jpmorgan.com,,Salesforce
10764360,Inactive Investor,Timothy Brennan,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,tim.brennan@morganstanley.com,,Salesforce
9578724,,Michael Filachek,,,mike.filachek@nfp.com,,List import
10962329,Inactive Investor,Haley Rives,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
9636064,,Yusef Yusef,,,yusef.yusef@investcorp.com,,List import
11032526,Inactive Investor,Steven Benck,Financial Advisor,"Ameriprise Financial Services, LLC Portage WI 219 W Cook St",steven.2.benck@ampf.com,,Salesforce
10844873,Inactive Investor,Mark Conway,,"Cambridge Investment Research, Inc. Kinston NC 2914 N Herritage St",,,Salesforce
10772150,Inactive Investor,Joyce Goff,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",joyce_goff@ml.com,,Salesforce
11111231,Inactive Investor,Diana Acosta,,PFS Investments Inc. Memphis TN 5190 Park Ave,,,Salesforce
9559326,,Noah Leinen,,,ncl74533@bethel.edu,,List import
9620623,,??????? ?????????????,,,noar_lp@hotmail.com,,List import
10645737,,Imran Farooq,,,ifarooq@interactivebrokers.com,,List Import
227484,, -,,[[Unknown]],riley.lovendale@gmail.com,,
9610478,,HAN ZI,,,1951759931@qq.com,,List import
11229147,Inactive Investor,Patrick Lake,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11077844,Inactive Investor,Zibin Liu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9606648,,Erhan Nurettin Peker,,,erhannurettinpeker@gmail.com,,List import
10951933,Inactive Investor,Lucia Peyser,,Citigroup Global Markets Inc.,lucia.peyser@citi.com,,Salesforce
11144265,Inactive Investor,Dan Murphy,,NYLIFE Securities LLC Saint Johns FL Private Residence,dlmurphy@ft.newyorklife.com,,Salesforce
10985712,Inactive Investor,Cotina Cooks,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ccooks@tiaa.org,,Salesforce
10943367,Inactive Investor,Dwayne Curtis,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",dwayne.curtis@bankerslife.com,,Salesforce
9578574,,Troy Murray,,,troykaa@gmail.com,,List import
9585670,,Martin Hahn,,,mhahn@capdyn.com,,List import
10832080,Inactive Investor,Alfred McIntosh,Financial Planner;President;Principal,"McIntosh Capital Advisors, Inc.",amc@mcintoshcapital.com,,Salesforce
11051252,Inactive Investor,Bradley Hecker,,Morgan Stanley Tempe AZ 58 S River Dr,bradley_hecker@vanguard.com,,Salesforce
10882562,Inactive Investor,Bradley Harrill,Financial Advisor,Edward Jones Forest City NC 280 W Main St,brad.harrill@edwardjones.com,,Salesforce
11042938,Inactive Investor,Timothy Burns,,"Avantax Investment Services, Inc. Rancho Cucamonga CA 9620 Center Ave",,,Salesforce
11172884,Inactive Investor,Michael Bueno,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",michael.bueno@ml.com,,Salesforce
9599996,,Brigid Jones-mook,,,brigid.jones-mook@thinkingbeyond.com,,List import
10898878,Inactive Investor,Mark Stein,Co-Owner,"Galvin, Gaustad & Stein, LLC",mark@ggsadvisors.com,,Salesforce
10858239,Inactive Investor,Tyler Stevenson,Registered Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",tstevenson@ml.com,,Salesforce
11131125,Inactive Investor,Brian Mancuso,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",brian.mancuso@schwab.com,,Salesforce
11127763,Inactive Investor,Jeffrey Kussoy,Financial Professional,"Equitable Advisors, LLC Center Moriches NY Private Residence",jeffrey.kussoy@equitable.com,,Salesforce
10969271,Inactive Investor,Albert Lucas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10637790,,Paula Foster,,,paula.maria10992@gmail.com,,Web Form Fillout
10935928,Inactive Investor,Bryan Werlemann,Chief Compliance Officer;Chief Executive Officer;Managing Principal,Werlemann Wealth Management,bryan@werlemannwealth.com,,Salesforce
372438,,Gerardo Perez,,United States,gerap67@icloud.com,,Salesforce
11085365,Inactive Investor,Joseph Stokes,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,joe.stokes.g0j2@statefarm.com,,Salesforce
9557696,,David Zuniga,,,david.zuniga@lpl.com,,List import
9587055,,Scott Sarber,,,scotts@petersenhastings.com,,List import
10767023,Inactive Investor,Joseph Divestea,Financial Advisor,"Raymond James & Associates, Inc. Ridgefield CT 4 Prospect St",joseph.divestea@raymondjames.com,,Salesforce
224616,,Atilla Baltaci,,[Unknown],atibaltaci@gmail.com,,
9590508,,D G,,,ccservices@gmail.com,,List import
10927399,Inactive Investor,Michael Hutkowski,District Leader,PFS Investments Inc. Canton OH 4445 20th St NW,michael.hutkowski@primerica.com,,Salesforce
10950102,Inactive Investor,Devlin Formey,Financial Representative,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",,,Salesforce
9596307,,Minh Le,,,mdminhle@gmail.com,,List import
10789289,Inactive Investor,Brenda Ford,,D.A. Davidson & Co. Seattle WA 701 5th Ave,bford@dadco.com,,Salesforce
10826043,Inactive Investor,Roger Anderson,,"Raymond James Financial Services, Inc. Saint Paul MN 10040 City Walk Dr",roger.anderson@raymondjames.com,,Salesforce
11041852,Inactive Investor,Luisa Felipe Reinoso,,J.P. Morgan Securities LLC Hollywood FL 5545 Sheridan St,luisa.m.felipereinoso@jpmorgan.com,,Salesforce
10613538,,Richard Scalia,Financial Advisor,,rick@scaliawealth.com,,List Import
10941902,Inactive Investor,Miguel Basalo,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11189938,Inactive Investor,Matthew Rosenlieb,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9606452,,?? ?,,,yeongbeomgwon736@gmail.com,,List import
11009875,Inactive Investor,Alex Feyche,Wealth Manager,Hoffman Capital Advisors LLC,,,Salesforce
9591544,,Louis-vincent Gave,,,lgave@gavekal.com,,List import
10764609,Inactive Investor,Jill Williams-Gilmore,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Rafael CA 4314 Redwood Hwy",jill.d.williams-gilmore@ampf.com,,Salesforce
11135345,Inactive Investor,Thomas Butler,Financial Advisor,Charter Advisory Corporation Greenfield IN 904 N State St,tbutler@charteradvisory.com,,Salesforce
11113337,Inactive Investor,Herbert Marx,,"CUSO Financial Services, L.P. Boulder CO 2960 Diagonal Hwy",hmarx@cusonet.com,,Salesforce
341592,,Sarah Jilla,Member,"Gagnon Securities, Llc",sjilla@gagnonsec.com,212-554-5060,Manual List Upload
11180045,Inactive Investor,Patrick Rodriguez,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,patrick.rodriguez@fidelity.com,,Salesforce
10783509,Inactive Investor,Molly Piech,Executive Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,molly.piech@jpmorgan.com,,Salesforce
10785782,Inactive Investor,Lawrence Martin,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11088686,Inactive Investor,Marina Volokhova,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",marina.volokhova@nm.com,,Salesforce
10814710,Inactive Investor,Jeffrey Brusa,,NYLIFE Securities LLC Lodi CA 1100 W Tokay St,jbrusa@ft.newyorklife.com,,Salesforce
11187850,Inactive Investor,John Roskowske,Asset Surveillance Officer,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,john.roskowske@edwardjones.com,,Salesforce
10767159,Inactive Investor,James Rinella,Financial Advisor,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 19770 Mack Ave",james.rinella@wellsfargoadvisors.com,,Salesforce
11041376,Inactive Investor,Daniel Keller,,Fidelity Brokerage Services LLC,daniel.keller@fmr.com,,Salesforce
10775226,Inactive Investor,Peter Buckley,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cohasset MA Private Residence,peter.j.buckley@ubs.com,,Salesforce
10657720,,Chihwiza Wyngaardt,,,chihwiza.wyngaardt@primerica.com,,List Import
10977341,Inactive Investor,Aparna Bezawada,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10950660,Inactive Investor,Brett Bingham,,"Robinhood Financial, LLC Denver CO 2373 15th St",brett.bingham@robinhood.com,,Salesforce
10844773,Inactive Investor,Daniel Ryan,Chief Compliance Officer;Managing Partner,Sincerus Advisory,dann@sincerusadv.com,,Salesforce
11138965,Inactive Investor,Kathryn Lintz,Financial Advisor,LPL Financial LLC Lewisburg TN 111 1st Ave S,kathryn.lintz@lpl.com,,Salesforce
10787600,Inactive Investor,Joseph Troiano,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",joseph.troiano@ml.com,,Salesforce
11078807,Inactive Investor,Michael Justice,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
5937571,,Williams Hughss,,,charlene2001@gmail.com,,Web Form Fillout
11189337,Inactive Investor,Dawn Sakolsky,,LPL Financial LLC Denville NJ 145 Diamond Spring Rd,dawn.sakolsky@lpl.com,,Salesforce
10909703,Inactive Investor,Larry Yeatman,,Sapphire Wealth Planning LLC Kansas City MO 5606 NE Antioch Rd,larry@sapphirewealthplanning.com,,Salesforce
10919203,Inactive Investor,Nicole Baca,Financial Advisor,Edward Jones Colorado Springs CO 640 Southpointe Ct,nicole.baca@edwardjones.com,,Salesforce
11095318,Inactive Investor,Stephen Schwarz,Financial Advisor;First Vice President,Morgan Stanley San Diego CA 101 W Broadway,stephen.schwarz@morganstanley.com,,Salesforce
10770638,Inactive Investor,Kimberly Turner,Senior Client Service Associate,Morgan Stanley Dallas TX 2121 N Pearl St,kim.turner@morganstanley.com,,Salesforce
11098591,Inactive Investor,Johnny Avila Carballido,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,johnnydanielavila@primerica.com,,Salesforce
116587,,Rydan Case,,"Ironwood Wealth Management, Llc",rcase@ironwoodwm.com,949-424-6131,Manual List Upload
11209546,Inactive Investor,Ethan Hoffman,Financial Advisor,Edward Jones Rochester MI 445 S Livernois Rd,ethan.hoffman@edwardjones.com,,Salesforce
11051932,Inactive Investor,John Olson,,"Pruco Securities, LLC. Temecula CA 27537 Commerce Center Dr",john.olson@prudential.com,,Salesforce
10790310,Inactive Investor,Barbara Franks,Financial Advisor,Edward Jones Wheaton IL 300 S County Farm Rd,barb.franks@edwardjones.com,,Salesforce
11136849,Inactive Investor,Larry Kloppe,,"Cambridge Investment Research, Inc. Washington MO 1190 Jefferson St",larry.kloppe@cambridgeresource.com,,Salesforce
241500,,Darren Norton,,GW & Wade,dnorton@gwwade.com,(781) 239-1188,Database Upload
10921668,Inactive Investor,Ashleigh Provencher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11041614,Inactive Investor,Dirk Stribrny,Financial Advisor;Managing Director,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,dirk.stribrny@ubs.com,,Salesforce
9547935,,Michael Walker,,,walkerma2012@gmail.com,,List import
11253955,Inactive Investor,James Berry,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",james.berry@prudential.com,,Salesforce
178383,,Claudia Hohn,Marketing & Compliance,[Unknown],cl@pitinvest.ch, +41 41 760 62 67,Database Upload
11218354,,Hamza Hamid,,,hamza.hamid@jpmorgan.com,,List Import
9541739,,Langston Allen,,,langston101497@gmail.com,,List import
9622175,,Louis Albert Rodriguez,,,louis.albert.rsig@gmail.com,,List import
10884382,Inactive Investor,Spencer Bloodworth,Financial Advisor,"Ameriprise Financial Services, LLC Henderson KY 238 2nd St",spencer.bloodworth@ampf.com,,Salesforce
11160191,Inactive Investor,George Sovinsky,Financial Advisor;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",george.sovinsky@ml.com,,Salesforce
10937986,Inactive Investor,Trent Harris,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",trent.harris@valic.com,,Salesforce
10877082,Inactive Investor,Matthew Roberts,Chief Compliance Officer,Syverson Strege,mroberts@onlyworkforyou.com,,Salesforce
11056810,Inactive Investor,Christopher Han,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,christopher.han@fidelity.com,,Salesforce
10904866,Inactive Investor,Geqin Zhang,,"Transamerica Financial Advisors, Inc Ann Arbor MI 2890 Carpenter Rd",geqin.zhang@transamerica.com,,Salesforce
10936715,Inactive Investor,Srinivas Reddy,,"Principal Securities, Inc.",,,Salesforce
11164999,Inactive Investor,Elizabeth Cutshall,Assistant Vice President;Registered Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",elizabeth.cutshall@wellsfargoadvisors.com,,Salesforce
9576159,,Ryan Franks,,,rfranks@voyafa.com,,List import
9627827,,Charles Cho,,,charles.g.cho@gmail.com,,List import
11166337,Inactive Investor,Oscar Marroquin,,"Allstate Financial Services, LLC Lake Saint Louis MO 181 Civic Center Dr",oscarmarroquin@allstate.com,,Salesforce
10939228,Inactive Investor,David Woods,,State Farm VP Management Corp. Norristown PA 2970 W Germantown Pike,,,Salesforce
10777786,Inactive Investor,Justin Saloom,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Frederick MD 30 W Patrick St,justin.saloom@morganstanley.com,,Salesforce
11174273,Inactive Investor,Norma Lankhaar,,J.P. Morgan Securities LLC Snoqualmie WA 35019 SE Center St,norma.lankhaar@jpmorgan.com,,Salesforce
11132229,Inactive Investor,Richard Divine,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11159043,Inactive Investor,Troy Bonner,Investment Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11234848,Inactive Investor,James Miller,Investment Advisor,OneDigital Investment Advisors Atlanta GA 3333 Riverwood Pkwy SE,james.miller@onedigital.com,,Salesforce
10875477,Inactive Investor,John Fisher,Financial Advisor,Edward Jones Bel Air MD 1614 Churchville Rd,john.fisher@edwardjones.com,,Salesforce
11046366,Inactive Investor,Craig Colbath,Chief Compliance Officer;Chief Operating Officer,"Pasadena Private Wealth, LLC",ccolbath@pasadenapw.com,,Salesforce
11140881,Inactive Investor,Teresa Nehme,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",teresa.nehme@ml.com,,Salesforce
10994565,Inactive Investor,Michael Devine,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,mfdevine@ft.newyorklife.com,,Salesforce
10526291,,Pim Brasser,,,pim.brasser@fd.nl,,Web Form Fillout
11136705,Inactive Investor,Evan Fisher,,"Coldstream Securities, Inc.",evan.fisher@coldstream.com,,Salesforce
10960922,Inactive Investor,Jared Hubbard,Client Relationship Manager;Financial Advisor,"Prospera Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",jared.hubbard@prosperafinancial.com,,Salesforce
11108805,Inactive Investor,Patrick Thompson,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,"Sentient Financial, LLC",,,Salesforce
238181,, -,,[[Unknown]],ezcnick@gmail.com,,
10961664,Inactive Investor,Mark Scarpa,,Vanguard Marketing Corporation,,,Salesforce
10879861,Inactive Investor,Christopher Richards,,J.P. Morgan Securities LLC New York NY 1411 Broadway,christopher.h.richards@jpmorgan.com,,Salesforce
9542942,,Gregg Knudten,,,gregg.knudten@thrivent.com,,List import
9645146,,David Amsel,,,david@davidamsel.com,,List import
11031515,Inactive Investor,James Wilkinson,Chief Compliance Officer;Founder;President;Wealth Management Advisor,"Wilkinson Capital Management, LLC",jim@wilkinsoncm.com,,Salesforce
10858632,Inactive Investor,Christopher Jackson,,LPL Financial LLC Peoria IL 5211 W Landens Way,christopher.jackson@lpl.com,,Salesforce
9558586,,Rodney Vojcik,,,rvojcik@att.net,,List import
10855655,Inactive Investor,Thomas Rebstock,,"Osaic Wealth, Inc. Cherry Hill NJ 1040 Kings Hwy N",,,Salesforce
10943457,Inactive Investor,Marianne Mazzella,Managing Member,"Mazzella Estate & Asset Management, LLC Scottsdale AZ 7320 E Butherus Dr",,,Salesforce
10816302,Inactive Investor,Jordan Jacobs,Client Assistant;Senior Client Specialist,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,jljacobs@rwbaird.com,,Salesforce
9572861,,Skye Ocampo,,,skye_2001@yahoo.com,,List import
11103544,Inactive Investor,Frank Cade,Chief Compliance Officer;Managing Member;Partner,Cade Wealth Management LLC,,,Salesforce
10752506,Inactive Investor,Robert Buckelew,,"Raymond James Financial Services, Inc. Manasquan NJ 200 Atlantic Ave",robert.buckelew@raymondjames.com,,Salesforce
11169126,Inactive Investor,George Kotsiras,,Vanguard Marketing Corporation,george_kotsiras@vanguard.com,,Salesforce
11103147,Inactive Investor,John Reynolds,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",jreynolds3@ml.com,,Salesforce
11070452,Inactive Investor,Elizabeth Ratzburg,,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",ratzburge@stifel.com,,Salesforce
9646720,,Kenneth Fowler,,,kfowler585@gmail.com,,List import
10845007,Inactive Investor,John Ford,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",john.ford@schwab.com,,Salesforce
10991761,Inactive Investor,Alejandro Lazo,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,alazo@primerica.com,,Salesforce
10943019,Inactive Investor,Sebastien Mailleux,,Citigroup Global Markets Inc.,,,Salesforce
11181741,Inactive Investor,Sheila Garber,Portfolio Associate,Morgan Stanley Kingsport TN 8 Sheridan Sq,sheila.garber@morganstanley.com,,Salesforce
10992509,Inactive Investor,Lauren Eastman,,"Principal Securities, Inc. Lutz FL 17852 N US Hwy 41",,,Salesforce
11009295,Inactive Investor,Amy Wedll,,LPL Financial LLC Fergus Falls MN 120 N Mill St,amy.wedll@lpl.com,,Salesforce
10937063,Inactive Investor,Marshall Cain,,"Wells Fargo Clearing Services, LLC Spokane WA 41 W Riverside Ave",,,Salesforce
11114354,Inactive Investor,Suzanne Skradski,Director;Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",suzanne_skradski@bofa.com,,Salesforce
11170458,Inactive Investor,Marie-Anne Hobeika,,Fidelity Brokerage Services LLC,,,Salesforce
11011683,Inactive Investor,Robert Vargas,Financial Advisor,Edward Jones Glendora CA 945 E Rte 66,robert.vargas@edwardjones.com,,Salesforce
9612308,,Steven Lin,,,lkrsrulez@gmail.com,,List import
10756554,Inactive Investor,Timothy Swiat,Associate Complex Manager;Executive Director,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,timothy.swiat@morganstanley.com,,Salesforce
11148580,Inactive Investor,Roy Winters,Financial Advisor,"Wells Fargo Clearing Services, LLC Chapin SC 168 Columbia Ave",roy.winters@wellsfargoadvisors.com,,Salesforce
9644561,,John Koch,,,john.koch@isectors.com,,List import
8576365,,DeSiree Smoke,,,dsmoke40@icloud.com,,Web Form Fillout
11071092,Inactive Investor,William Stewart,,LPL Financial LLC Rochester MI 425 Walnut Blvd,westewart@lpl.com,,Salesforce
11077860,Inactive Investor,Amirhossein Aminfar,,Citigroup Global Markets Inc.,,,Salesforce
333238,,Scott Miller,,JMS Capital,smiller@jmswealth.com,,Manual List Upload
11178392,Inactive Investor,Dominic Tobacco,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,dominic.tobacco@jpmorgan.com,,Salesforce
10844181,Inactive Investor,Stewart Fisher,Financial Advisor,Edward Jones Kingsport TN 1936 Brookside Dr,stu.fisher@edwardjones.com,,Salesforce
139906,,Keith Jones,,Personal Capital Advisors Corporation,keith.jones@personalcapital.com,,
9615588,,Steven Sanichar,,,stevensanichar@aol.com,,List import
10800926,Inactive Investor,Jason Cantrell,Financial Advisor,Edward Jones Lafayette IN 2113 South St,jason.cantrell@edwardjones.com,,Salesforce
11025064,Inactive Investor,Eric Beatty,,"Wells Fargo Clearing Services, LLC Brea CA 135 S State College Blvd",,,Salesforce
10994549,Inactive Investor,Susan Wade,Associate,Edward Jones,,,Salesforce
10768877,Inactive Investor,Andrew Barish,,Jefferies LLC Boston MA 125 High St,abarish@jefferies.com,,Salesforce
9592643,,Joel Ferrer,,,joelsf2000@yahoo.com,,List import
1003452,Inactive Investor,Yusuf Alireza,,ARP Global Capital,yalireza@arpglobalcapital.com,,Other
9551008,,Guillermo Socarras,,,gui@gentrustwm.com,,
9592507,,Lujac Desautel,,,lujacdesautel@gmail.com,,List import
11221807,,Robert Weiss,,,rweiss@provwealth.com,,List Import
10908974,Inactive Investor,Roopali Cirillo,Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10832642,Inactive Investor,Vincent Marsh,,"Wells Fargo Clearing Services, LLC Upper Marlboro MD 9800 Apollo Dr",vincent.marsh@wellsfargoadvisors.com,,Salesforce
10970318,Inactive Investor,John Rajt,,"Concurrent Investment Advisors, LLC Grosse Pointe MI 17266 Mack Ave",,,Salesforce
9602864,,jidao wu,,,178773033@qq.com,,List import
11040040,Inactive Investor,Martha Berumen,Financial Advisor,Morgan Stanley San Diego CA 101 W Broadway,martha.berumen@morganstanley.com,,Salesforce
11106481,Inactive Investor,Kathy Dyer,Financial Advisor,Morgan Stanley Sarasota FL 2 N Tamiami Trl,kathy.dyer@morganstanley.com,,Salesforce
9578787,,Ira Starr,,,istarr@longpointcapital.com,,List import
11124830,Inactive Investor,Amy Wells,,"Wells Fargo Clearing Services, LLC Rocky Mount VA Private Residence",amy.wells@wellsfargoadvisors.com,,Salesforce
11199462,Inactive Investor,Bobbie Pippin-Arndt,Executive Vice President;Senior Relationship Manager,BNY Mellon Securities Corporation Chatham MA Private Residence,,,Salesforce
11232518,Inactive Investor,Robert Brainard,,"U.S. Bancorp Investments, Inc. Austin MN 301 N Main St",rob.brainard@usbank.com,,Salesforce
10644955,,Stephen Johnson,,,sjohnson@ziegler.com,,List Import
10619559,,Jennifer Byrne,,,jennifer.byrne@morganstanley.com,,List Import
10902702,Inactive Investor,Katherine Kicklighter,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Louisville KY 805 N Whittington Pkwy",kathy.kicklighter@ampf.com,,Salesforce
11211535,Inactive Investor,Karina Navarro,,J.P. Morgan Securities LLC Monterey Park CA 459 S Atlantic Blvd,karina.navarro@jpmorgan.com,,Salesforce
9547739,,David Stansberry,,,david@atlasfinancialaz.com,,List import
9591112,,Massimo Borghesi,,,borghesi@lfa.ch,,List import
10810105,Inactive Investor,Eric Lerner,,Nationwide Planning Associates Inc. Merrick NY 12 Narwood Ct,elerner@nationwideplanning.com,,Salesforce
10764335,Inactive Investor,Robert Coleman,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
214424,,Carol Murphy,,[Unknown],caltneu@yahoo.com,,source
11121027,Inactive Investor,Alejandro Bolivar Mejias,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
8481028,,James Muro,,Integrated Planning Group,jmuro@nlgroupmail.com,(732) 662-3967,List Import
10833422,Inactive Investor,Michael McCrain,,"Avantax Investment Services, Inc. East Setauket NY 194 Main St",,,Salesforce
10940285,Inactive Investor,Justin Hughes,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11163351,Inactive Investor,Jing Lisanby,,"First Command Brokerage Services, Inc. Derwood MD 7361 Calhoun Pl",jllisanby@firstcommand.com,,Salesforce
11196220,Inactive Investor,Kaitlyn Seybuck,,"Osaic Wealth, Inc. Raleigh NC 343 E Six Forks Rd",,,Salesforce
10971664,Inactive Investor,David Herder,,"First Command Brokerage Services, Inc. Cheyenne WY 137 Kornegay Ct",dwherder@firstcommand.com,,Salesforce
11123682,Inactive Investor,Elisa Esparza,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",elisa_esparza@ml.com,,Salesforce
11177602,Inactive Investor,Kimberlee Sellers,Relationship Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",kimberlee.sellers@ml.com,,Salesforce
11155716,Inactive Investor,Nicholas Netzer,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,nanetzer@ft.newyorklife.com,,Salesforce
10659713,,Andrew Schurle,,,andrew.schurle@gs.com,,List Import
11076525,Inactive Investor,Ryan Wojciechowski,Member,"Adtigo Investment Advisors, LLC",ryanwojo@adtigoinvadvisors.com,,Salesforce
10980234,Inactive Investor,Joshua Winkler,,TD Private Client Wealth LLC Manchester NH 300 Franklin St,joshua.winkler@td.com,,Salesforce
11171040,Inactive Investor,Allegra Kawalerski,,Citigroup Global Markets Inc.,allegra.kawalerski@citi.com,,Salesforce
10908854,Inactive Investor,Cynthia Birch,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,cynthia.birch@primerica.com,,Salesforce
11034730,Inactive Investor,Brandon Ducey,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brandon_ducey@vanguard.com,,Salesforce
11016913,Inactive Investor,Christopher Lynett,Private Wealth Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",chris.r.lynett@wellsfargo.com,,Salesforce
9544982,,Scott Turner,,,scottmturner@yahoo.com,,List import
9554335,,Dwayne Cornelius,,,dcat@dcatmusic.com,,List import
10966708,Inactive Investor,Chris Piland,Investment Advisor,"Georgia Wealth Partners, LLC",cpiland@georgiawealthpartners.com,,Salesforce
10853698,Inactive Investor,John Morrison,,"Allstate Financial Services, LLC Gainesville FL 2950 SW Archer Rd",johnamorrison@allstate.com,,Salesforce
9548905,,Tuyen Nguyen Trung,,,trungtuyenk36dhxd@gmail.com,,List import
1005166,Inactive Investor,Matthew Matthew,,TBD,howardmatthew412@gmail.com,5017107794,
176992,,Fernando Dias,Executive Manager,[Unknown],f.dias@maisprevidencia.com, +55 31 3284 2364,Database Upload
11109422,Inactive Investor,Matthew Schoenfeld,Financial Planner,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",matt.schoenfeld@lfg.com,,Salesforce
339140,,Robert Gray,Partner,"Rockwood Capital, Llc",rgray@rockwoodcap.com,212-402-8500,Manual List Upload
10909259,Inactive Investor,Gregory Pitts,Financial Planner;Investment Advisor Representative,United Advisors America Loves Park IL Private Residence,gpitts@unitedadvisors.com,,Salesforce
10940355,Inactive Investor,Evan Mattern,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2344 Washington St",evan.mattern@raymondjames.com,,Salesforce
11260396,Inactive Investor,Henry Shores,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",,,Salesforce
11150997,Inactive Investor,Jacqueline Fix,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jacqueline_carnevale@vanguard.com,,Salesforce
10757200,Inactive Investor,Robert Finley,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,robert.finley@opco.com,,Salesforce
10769110,Inactive Investor,Lisa Flynn,,"Wells Fargo Clearing Services, LLC Taylor PA 100 Union St",lisa.flynn@wellsfargoadvisors.com,,Salesforce
9629725,,Laurent Moseley,,,laurent.moseley@hotmail.co.uk,,List import
10924671,Inactive Investor,Garrett Stramel,Financial Advisor,Edward Jones Carthage MO 432 W Fir Rd,garrett.stramel@edwardjones.com,,Salesforce
11183892,Inactive Investor,Paul Payne,Financial Advisor;Portfolio Manager;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",paul.b.payne@wellsfargoadvisors.com,,Salesforce
10663252,,Jamila Karakotova,,,dkarakotova9@gmail.com,,Web Form Fillout
11212686,Inactive Investor,Tyler Brown,Managing Director,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",tyler.brown@raymondjames.com,,Salesforce
10960073,Inactive Investor,Alexa Irias,Wealth Management Analyst,Morgan Stanley,alexa.irias@morganstanley.com,,Salesforce
11107138,Inactive Investor,Michael Headrick,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",michael.headrick@ampf.com,,Salesforce
10921805,Inactive Investor,Allison Gardner,,State Farm VP Management Corp.,allison.gardner.rfsv@statefarm.com,,Salesforce
10814463,Inactive Investor,Edwin Stanton,Financial Advisor;Senior Vice President,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,edwin.stanton@morganstanley.com,,Salesforce
182782,,heng Lim,,[Unknown],hengflim@aol.com,,Advertising
11236482,Inactive Investor,Mark Welsh,Co-Founder;Managing Principal,Integrated Wealth Concepts LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
10974630,Inactive Investor,Stelianos Elenis,Financial Advisor,Highpass Asset Management LLC,stelianos@highpassasset.com,,Salesforce
9581091,,Angela Chisman,,,angela@chesme.com,,List import
11161223,Inactive Investor,Breeann Adams,First Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",breezy.adams@ml.com,,Salesforce
10876666,Inactive Investor,Jerome Gaudry,,Hilltop Securities Inc. New York NY 485 Madison Ave,jerome.gaudry@hilltopsecurities.com,,Salesforce
96791,,Gary Holloway,,private investor,garyholloway5@gmail.com,203-274-2296,
11011286,Inactive Investor,Glenda Bryant,,PFS Investments Inc. Philadelphia PA 1516 N 5th St,,,Salesforce
10755507,Inactive Investor,Lisa Cargill,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Grand Rapids MI 6701 Old 28th St SE",,,Salesforce
10510069,,Neal Carlson,"Founder, Managing Director",Forthright Family Wealth Advisory LLC,distro@forthrightwealth.com,,List Import
11158242,Inactive Investor,Steven Lathrop,,"Cambridge Investment Research, Inc. Newport Beach CA 4695 Macarthur Ct",,,Salesforce
11089159,Inactive Investor,Dave Stewart,Director;Financial Advisor,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,david.stewart@ubs.com,,Salesforce
10900713,Inactive Investor,Nancy Hetrick,Senior Financial Advisor,"Strategic Portfolio Solutions, LLC Phoenix AZ 5110 N 40th St",nancy@investsps.com,,Salesforce
11119688,Inactive Investor,Kevin Moeller,,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
11001126,Inactive Investor,Andrew Melick,Financial Advisor,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,amelick@rwbaird.com,,Salesforce
10797683,Inactive Investor,Debra Parsons,,Morgan Stanley Charleston WV 500 Lee St E,,,Salesforce
11234401,Inactive Investor,Marco Rotella,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
10812574,Inactive Investor,Michael Frost,,LPL Financial LLC Colorado Springs CO 5475 Tech Center Dr,michael.d.frost@lpl.com,,Salesforce
11099492,Inactive Investor,Nicholas Sigismondi,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",,,Salesforce
10973047,Inactive Investor,Erin Stockmyer,Financial Professional,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",erin.stockmyer@equitable.com,,Salesforce
10871225,Inactive Investor,Justin Zoromski,Founder;Wealth Advisor,"Gateway Wealth Partners, LLC Eau Claire WI 2779 S Hastings Way",,,Salesforce
11005819,Inactive Investor,Brett Swenson,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",brett.swenson@nm.com,,Salesforce
10771328,Inactive Investor,Troy Danoff,Managing Director,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",troy.danoff@prudential.com,,Salesforce
372770,,Cynthia Huxley,,United States,cynthiahuxley1@outlook.com,,source
11219634,,Leigh Hampton,,,leigh_hampton@vanguard.com,,Other
11094223,Inactive Investor,Nicole Price Morrow,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,nprice-morrow@primerica.com,,Salesforce
10826607,Inactive Investor,Patrick Sweeney,Chief Compliance Officer;President,"Patrick M. Sweeney & Associates, Inc",patrick@patrickmsweeney.com,,Salesforce
10983807,Inactive Investor,Robert Christian,Investment Advisor Representative,PlanMember Securities Corporation Elkridge MD 8178 Lark Brown Rd,rchristian@planmembersec.com,,Salesforce
11092955,Inactive Investor,Gary Jupka,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
10767982,Inactive Investor,Karen Jones,Registered Support Assistant,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",karen.a.jones@ampf.com,,Salesforce
11134217,Inactive Investor,William Gambardella,,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
11060952,Inactive Investor,Brittney Blocker,Department Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9566871,,Pratik Bavishi,,,pratik9999@gmail.com,,List import
9629409,,Olivier Thomas,,,olivier.thms@gmail.com,,List import
10925362,Inactive Investor,Paul Kamke,Chief Compliance Officer;Director;President,Kamke Investment Strategies Inc.,paul.kamke@kamke.com,,Salesforce
11104756,Inactive Investor,William Adams,,"Raymond James & Associates, Inc.",william.adams@raymondjames.com,,Salesforce
11069431,Inactive Investor,Maureen Richardson,,Commonwealth Financial Network San Ramon CA 12667 Alcosta Blvd,mrichardson@cfnmail.com,,Salesforce
9577020,,Adnan Zaman,,,azarnob@gmail.com,,List import
9632789,,Anderson Livingston,,,alivingston@armondale.com,,List import
11114341,Inactive Investor,Steven Whitecar,,"MML Investors Services, LLC Eagle ID Private Residence",swhitecar@financialguide.com,,Salesforce
11027557,Inactive Investor,Gregory Locascio,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,greg.locascio.tam9@statefarm.com,,Salesforce
11062785,Inactive Investor,Patrick Mccabe,,"Osaic FA, Inc. Lutherville Timonium MD 1447 York Rd",patrick.mccabe@lfg.com,,Salesforce
11060281,Inactive Investor,Natalie Medved,Client Service Associate,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
10842523,Inactive Investor,Jonathan Hastings,,Cetera Advisor Networks LLC Columbus OH 1349 W Lane Ave,hastingsj@financialnetwork.com,,Salesforce
10880946,Inactive Investor,Timothy Ohayer,,"Dempsey Lord Smith, LLC Savannah GA 7391 Hodgson Memorial Dr",tim.ohayer@dempseyi.com,,Salesforce
9574950,,Douglas Buehler,,,douglas.buehler@securitiesamerica.com,,List import
9605628,,Samuel Safahi,,,samsafahi@gmail.com,,List import
10887627,Inactive Investor,Claudia Mata,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Coronado CA 800 Orange Ave",claudia.mata@uboc.com,,Salesforce
10881932,Inactive Investor,Joshua Almond,Financial Advisor,Edward Jones Apex NC Private Residence,josh.almond@edwardjones.com,,Salesforce
10727424,,Yogi Ariya Sandika,,,ariasandikayogi@gmail.com,,Web Form Fillout
11068478,Inactive Investor,Charles Klein,,"Cadaret, Grant & Co., Inc. Stamford CT Private Residence",cklein@cadaretgrant.com,,Salesforce
9610909,,ERIC LEHNES,,,alehnes@comcast.net,,List import
11149572,Inactive Investor,Erin Byrne,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",erin.byrne@ml.com,,Salesforce
9645784,,Malik Aziz,,,malikaziz1@verizon.net,,List import
9597907,,Stephen Taylor,,,bluedevil04@mac.com,,List import
85145,,Jeff Lum,Managing Director,Art Touch Collection,jefflum@arttouchcollection.com,,
11103098,Inactive Investor,Larry Bernstein,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated West Palm Beach FL 777 S Flagler Dr,lbernstein@rwbaird.com,,Salesforce
10950945,Inactive Investor,Tracey Knos,,"Principal Securities, Inc. Queen Creek AZ Private Residence",,,Salesforce
2019255,,Salmabee Salmabee,,,salamabeesalamabee249@gmail.com,,
10913584,Inactive Investor,Ashton Evans,,Fidelity Brokerage Services LLC,,,Salesforce
10603592,,Carmine Corino,"Chief Executive Officer, Founder, Owner",Cornerstone Planning Group,ccorino@cspgllc.com,,List import
11106755,Inactive Investor,Antony Mott,Chief Executive Officer,"Customers' Yachts Advisers, Inc.",,,Salesforce
212743,,Philippe Medina,Financial Professional,[Unknown],philippe.bastide@equitable.com,,Advertising
10803969,Inactive Investor,Reggie Jones,,"Ameritas Investment Company, LLC Medford OR Private Residence",reggie.jones@ameritas.com,,Salesforce
10955907,Inactive Investor,Hsin Yi Vivian Hsieh,,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",,,Salesforce
1860714,,Barakat Al mamari,,,barakat-bmn@hotmail.com,,
11015813,Inactive Investor,Leal Deddens,Wealth Planning Advisor,Integrated Wealth Concepts LLC Fairfax VA 4000 Legato Rd,leal.deddens@ifpadvisor.com,,Salesforce
10932200,Inactive Investor,Joseph Palma,,"M Holdings Securities, Inc. Allentown PA 1802 Hamilton St",,,Salesforce
10925358,Inactive Investor,Jason Loyd,Chief Compliance Officer;Founder;President,"J. Loyd Capital Management, LLC Clayton MO 7777 Bonhomme Ave",jason@jloydcapital.com,,Salesforce
370890,,Said benayad Benayad,,[Unknown],fivasaid@gmail.com,,Salesforce
116417,,Jay Brainard,"Chief Compliance Officer, Chief Executive Officer, Managing Director",Brainard Capital Management LLC,margaret@brainardcapital.com,877-375-6470,
11174461,Inactive Investor,Khongorzul Madrigalcampos,,J.P. Morgan Securities LLC Keller TX 4425 N Tarrant Pkwy,,,Salesforce
11186623,Inactive Investor,Kimberly Mora Olvera,,J.P. Morgan Securities LLC Salem OR 110 Hawthorne Ave SE,kimberly.mora-olvera@jpmorgan.com,,Salesforce
10826540,Inactive Investor,Lashea Jackson,,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",lashea.jackson@raymondjames.com,,Salesforce
11108261,Inactive Investor,Jeremy Reynolds,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",jeremy.reynolds@ml.com,,Salesforce
10606220,,Peter Gayle,"Elected Manager, Vice President - Advisor Services","Pruco Securities, LLC.",peter.gayle@prudential.com,973-802-6000,List Import
10758571,Inactive Investor,Gail Porter,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",gail_porter@ml.com,,Salesforce
10852377,Inactive Investor,Ellen Dean,,"Raymond James Financial Services, Inc. Phoenix AZ 1118 E Missouri Ave",ellen.dean@raymondjames.com,,Salesforce
10791199,Inactive Investor,Matthew Pruitt,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",matt.pruitt@raymondjames.com,,Salesforce
11165130,Inactive Investor,Aleksandr Petrik,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",aleksandr.petrik@ml.com,,Salesforce
11018096,Inactive Investor,Joshua Hollier,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11175260,Inactive Investor,Stephen Davidson,,NYLIFE Securities LLC Boone IA Private Residence,swdavidson@ft.newyorklife.com,,Salesforce
9605629,,Maria Ramirez -,,,lupitaramirez.15@icloud.com,,List import
9630891,,Rauf Garip,,,rauf.o.garip@gmail.com,,List import
10904900,Inactive Investor,Aleksander Brzezinski,,Oppenheimer & Co. Inc.,aleksander.brzezinski@opco.com,,Salesforce
10795933,Inactive Investor,Gilbert Zucker,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,gilbert.zucker@morganstanley.com,,Salesforce
10907201,Inactive Investor,Jacob Bilyo,Client Service Associate,Morgan Stanley Rochester NY 300 Linden Oaks,,,Salesforce
9628165,,Emily Chludzinski,,,emily@baron-wealth.com,,List import
9610010,,Victor Khoesnadi,,,qiu_victor88@yahoo.co.id,,List import
11038138,Inactive Investor,Jason Huang,,J.P. Morgan Securities LLC Arcadia CA 700 W Huntington Dr,,,Salesforce
11103649,Inactive Investor,Mark White,Financial Advisor,LPL Financial LLC Branford CT 388 E Main St,m.white@lpl.com,,Salesforce
11014774,Inactive Investor,Md Hossain,Chief Compliance Officer,Zsenia Investments Inc.,,,Salesforce
9548391,,Kevin Cole,,,kevin.cole@valic.com,,List import
10868797,Inactive Investor,Jeffrey Olsen,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Roseville CA 1410 Rocky Ridge Dr",jeffrey.olsen@raymondjames.com,,Salesforce
10878730,Inactive Investor,Bernardo Leiferman Dayan,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,bernardo.leiferman-dayan@jpmorgan.com,,Salesforce
161756,,Kevin Lalor,,[Unknown],kevinlalor2@gmail.com,,Organic Search
10853156,Inactive Investor,Brandon Ratzlaff,Director;Member,"Cypress Point Wealth Management, LLC",,,Salesforce
9557318,,Argam Aghazarian,,,argam.aghazarian@thrivent.com,,List import
11049313,Inactive Investor,Frederic Luyties,Managing Director,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",,,Salesforce
9543449,,David Loo,,,d.loo@fi.com,,List import
11022271,Inactive Investor,Patrick Lynch,,"Allstate Financial Services, LLC Marlton NJ 8 W Main St",patricklynch2@allstate.com,,Salesforce
236929,, -,,[[Unknown]],wiratisara@gmail.com,,
10934743,Inactive Investor,Gary Ruff,,"P.J. Robb Variable, LLC Tucson AZ Private Residence",,,Salesforce
11068458,Inactive Investor,Eli Frisch,Financial Professional,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",elifrisch@financialguide.com,,Salesforce
9647139,,Naomi DePina,,GTS,ndepina@gtsmischler.com,,List import
9589170,,Shailesh Barde,,,shaileshbarde@outlook.com,,List import
10853356,Inactive Investor,Karen Perlich,,"Raymond James Financial Services, Inc. Stayton OR 1171 N 1st Ave",karen.perlich@raymondjames.com,,Salesforce
11155370,Inactive Investor,Chandler Hackbarth,Assistant Vice President;Portfolio Specialist,"Raymond James & Associates, Inc.",chandler.hackbarth@raymondjames.com,,Salesforce
10885371,Inactive Investor,Francisco Quinones,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11002340,Inactive Investor,Erion Manohasa,,J.P. Morgan Securities LLC New York NY 12 E 86th St,erion.manohasa@chase.com,,Salesforce
11077820,Inactive Investor,Jeremy Parson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 1020 Marsh St",,,Salesforce
10777751,Inactive Investor,Rachel Roberts,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",rachel_roberts@ml.com,,Salesforce
10858302,Inactive Investor,Albert Kaplan,,LPL Financial LLC Lexington KY 527 Wellington Way,al.kaplan@lpl.com,,Salesforce
10862384,Inactive Investor,Robert Pugh,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",robert.pugh@tfaconnect.com,,Salesforce
233728,, -,,[[Unknown]],thaozidane@gmail.com,,
11220489,,Kent Larson,,,klarson@ftportfolios.com,,Other
11109546,Inactive Investor,Kyle Williams,Private Wealth Advisor,"Ameriprise Financial Services, LLC Oklahoma City OK 3030 NW Expy",,,Salesforce
9613276,,JIM VAN HEUKELEM,,,flyjvh@aol.com,,List import
9575238,,James Mayes,,,jmmayes@ftbadvisors.com,,List import
11044354,Inactive Investor,Racheal Bell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11002216,Inactive Investor,Shirley Yap,,PFS Investments Inc. National City CA 22 W 35th St,shirleydequinayap@primerica.com,,Salesforce
11163283,Inactive Investor,Brandy Ebron,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,brandy.ebron@lplfinancial.com,,Salesforce
11051461,Inactive Investor,Russell Harrison,Financial Advisor;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,russell.n.harrison@morganstanley.com,,Salesforce
10783935,Inactive Investor,Kevin Watson,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,kevin.watson@morganstanley.com,,Salesforce
11019706,Inactive Investor,Rojon Spence,,PFS Investments Inc. New Rochelle NY 466 Main St,,,Salesforce
10964181,Inactive Investor,Patrick Reardon,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",patrick.reardon@prudential.com,,Salesforce
10784384,Inactive Investor,Emily Sobut,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11177146,Inactive Investor,Saloma Bechara,,Cetera Investment Services LLC Bethesda MD 7475 Wisconsin Ave,,,Salesforce
10991126,Inactive Investor,Robert Hochkins,,"Kovitz Investment Group Partners, LLC Ann Arbor MI 524 S Main St",rhochkins@kovitz.com,,Salesforce
9623929,,David Russekoff,,,dave@smithcovecapital.com,,List import
10944271,Inactive Investor,Jeremiah Accola,,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",jeremiah.accola@benjaminfedwards.com,,Salesforce
9564365,,Linwood Broussard,,,lbroussard@ft.newyorklife.com,,List import
11237259,Inactive Investor,Matthew Jude,Financial Advisor,Rebalance LLC Sacramento CA Private Residence,mjude@rebalance360.com,,Salesforce
10979308,Inactive Investor,Cody Anno,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,codyanno@statefarm.com,,Salesforce
199690,,Jim Delisle,,[Unknown],jim.delisle.81@gmail.com,,product
10876363,Inactive Investor,Janice Bowman,,"David Lerner Associates, Inc. Lawrence Township NJ 134 Franklin Corner Rd",,,Salesforce
10989608,Inactive Investor,Dario Alonso,Premier Banker,"Wells Fargo Clearing Services, LLC Frisco TX 5015 Eldorado Pkwy",,,Salesforce
11154692,Inactive Investor,Mario Farfan,Vice President,Citigroup Global Markets Inc. Cameron Park CA Private Residence,,,Salesforce
226278,, -,,[[Unknown]],jensen4305@gmail.com,,Initial Salesforce Import
333246,,Ron Rough,,Financial Services Adv.,ron@fsainvest.com,,Manual List Upload
9638192,,Ted Garrard,,,ted.garrard@sickkidsfoundation.com,,List import
9609014,,frantz clermont,,,moneymagney87@gmail.com,,List import
10875847,Inactive Investor,Emily Kennedy,,PFS Investments Inc. Urbandale IA 3220 100th St,emily.kennedy@primerica.com,,Salesforce
10859948,Inactive Investor,Kelly Kruzick,Financial Advisor,"Valley Wealth Strategies, LLC Santa Monica CA 1247 7th St",kkruzick@zukfinancial.com,,Salesforce
10949142,Inactive Investor,Colin Miller,Associate,Edward Jones Havre de Grace MD 1039A Pulaski Hwy,colin.miller@edwardjones.com,,Salesforce
11111534,Inactive Investor,Matthew St Germaine,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",matthew.st_germaine@bofa.com,,Salesforce
10489892,,Bradley Cantrill,,NewEdge Advisors Frisco TX 2440 Timber Ridge Dr,bcantrill@cantrillfinancialgroup.com,,List import
10986096,Inactive Investor,Somboon Wongvitavas,,"Integrity Brokerage, LLC",,,Salesforce
11121928,Inactive Investor,Maria Mauceli,Financial Advisor,LPL Financial LLC Smithtown NY Private Residence,maria.mauceli@lpl.com,,Salesforce
9621858,,Will Hereford,,,whereford@me.com,,List import
122919,,Jessica Carr,Manager,Forvis Private Client,jcarr@bkd.com,417-831-7283,Manual List Upload
11232927,Inactive Investor,Troy Piscioneri,Client Assistant,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11192801,Inactive Investor,Alexander Castro,,"Kestra Investment Services, LLC Vancouver WA 4200 NW Fruit Valley Rd",,,Salesforce
10933858,Inactive Investor,Dwan Johnson-Bell,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,dwanjohnson-bell@statefarm.com,,Salesforce
10488106,,Frank Fletcher,"Managing Director, Managing Member","Parallel Investment Partners, LLC",bfletcher@parallelip.com,,List Import
10946752,Inactive Investor,Tamara Clark,Investment Advisor Representative,Lincoln Investment Bowling Green KY Private Residence,tclark@lincolninvestment.com,,Salesforce
11107139,Inactive Investor,Krista Tarbox,,"Ameriprise Financial Services, LLC Scottsdale AZ 14500 N Frank Lloyd Wright Blvd",krista.tarbox@ampf.com,,Salesforce
10871006,Inactive Investor,Frank Mercuri,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Financial Advisor,"Mercuri Asset Management, LLC",frank@mercuriassetmanagement.net,,Salesforce
11034106,Inactive Investor,James Decesare,Financial Advisor,ARIA Wealth Management San Jose CA 1900 The Alameda,,,Salesforce
221372,,Eshaan Pimpale,,[Unknown],eshaan.pimpale@gmail.com,,
342089,,Gerasimos Efthimiatos,Managing Member,Chesapeake Asset Management Llc,gefthimiatos@chesman.com,212-218-4040,Manual List Upload
11065093,Inactive Investor,Erich Pickelhaupt,Premier Banker,"Wells Fargo Clearing Services, LLC Midlothian VA 11400 W Huguenot Rd",erich.pickelhaupt@wellsfargoadvisors.com,,Salesforce
11180103,Inactive Investor,Chris Boley,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",,,Salesforce
9549628,,Michael Coleman,,,mike.coleman@transamerica.com,,List import
10830708,Inactive Investor,Thomas Hammergren,,"TradeStation Securities, Inc. Pensacola FL Private Residence",thammergren@tradestation.com,,Salesforce
11094400,Inactive Investor,Steven Campbell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mount Pleasant MI 112 Court St",steven.a.campbell@ampf.com,,Salesforce
11052055,Inactive Investor,Thomas Mason,Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated New Orleans LA 639 Loyola Ave",,,Salesforce
10932574,Inactive Investor,Alberto Torres,Financial Professional,LPL Financial LLC McAllen TX 3700 N 10th St,alberto.torres@lpl.com,,Salesforce
9572147,,DYLAN ROSSI,,,dylchip@gmail.com,,List import
11211273,Inactive Investor,Justin Boudreau,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 16414 San Pedro Ave",justin.boudreau@wellsfargoadvisors.com,,Salesforce
11042362,Inactive Investor,Niki Canotas,Financial Advisor,LPL Financial LLC San Jose CA 99 Almaden Blvd,niki.canotas@lpl.com,,Salesforce
9574889,,Tim Innes,,,tinnes@corticare.com,,List import
10930637,Inactive Investor,Richard Emerson,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10814905,Inactive Investor,Edward Denten,Private Banker;Vice President,"Wells Fargo Clearing Services, LLC Palatine IL 621 E Dundee Rd",edward.denten@wellsfargoadvisors.com,,Salesforce
119541,,Christopher Hais,,"Securities America Advisors, Inc.",christopher.hais@securitiesamerica.com,513-721-2513,
10571372,Active Investor,jonathan tadd,,Jonathan Tadd,jonathantadd@hotmail.com, +447886361829,Salesforce
10758513,Inactive Investor,James Herring,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,james.herring@gs.com,,Salesforce
11145106,Inactive Investor,Patricia Slone,Financial Planning Associate;Portfolio Associate,Morgan Stanley Winston-Salem NC 100 N Main St,patricia.slone@morganstanley.com,,Salesforce
9545978,,Doris Morgan,,,mdorismorgan@aol.com,,List import
11102963,Inactive Investor,Thomas Eacott,,"J.W. Cole Financial, Inc. Victoria IL Private Residence",,,Salesforce
10912465,Inactive Investor,Henry Bennett,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,hbbennett@ft.newyorklife.com,,Salesforce
11166905,Inactive Investor,Austin Franz,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,austin.franz@fmr.com,,Salesforce
10644902,,Raminta Dill,,,raminta.dill@jpmorgan.com,,List Import
9542678,,RAJAT JAIN,,,rajat.jain@navconsulting.net,,List import
11020700,Inactive Investor,Nicholas Plummer,,Jefferies LLC,nplummer@jefferies.com,,Salesforce
10768979,Inactive Investor,James Riepenhoff,Financial Advisor;Senior Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,patrick.riepenhoff@morganstanley.com,,Salesforce
11142825,Inactive Investor,Steven Patton,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Liverpool NY 7672 Oswego Rd",steven.1.patton@ampf.com,,Salesforce
9607256,,Thomas Daley,,,southpawdaley77@gmail.com,,List import
9621437,,Joseph -,,,josephmarzullo@rocketmail.com,,List import
10877888,Inactive Investor,Tafta Rogers,Financial Advisor,Edward Jones Fayetteville AR 2804 Main Dr,tafta.rogers@edwardjones.com,,Salesforce
10968231,Inactive Investor,Lia Cavallo,Client Service Associate,Lincoln Investment Pensacola FL Private Residence,lcavallo@lincolninvestment.com,,Salesforce
11266141,Inactive Investor,Christopher Brown,Portfolio Manager,Silvercrest Asset Management Group LLC,cbrown@silvercrestgroup.com,212-649-0600,Salesforce
112649,,Sean Pedrosa,,Home,seancpedrosa@gmail.com,(754) 534-3050,
10780913,Inactive Investor,Vivien Mensah,,Neuberger Berman BD LLC,vmensah@nb.com,,Salesforce
11077987,Inactive Investor,Ji Wu,,Citigroup Global Markets Inc.,,,Salesforce
11005253,Inactive Investor,Chadd Perkins,Relationship Banker,"Wells Fargo Clearing Services, LLC Elk River MN 19290 Freeport St NW",,,Salesforce
10988205,Inactive Investor,Keegan Oberer,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",keegan.oberer@nm.com,,Salesforce
11000107,Inactive Investor,Kyle Dodrill,Investment Advisor,"Deschutes Investment Consulting, LLC",kdodrill@deschutesinvestment.com,,Salesforce
10832437,Inactive Investor,Wendy Polley,,"Raymond James & Associates, Inc. Carmel IN 11595 N Meridian St",wendy.polley@raymondjames.com,,Salesforce
10776769,Inactive Investor,Charles Kitsman,Chief Compliance Officer;Managing Member,Kitsman Investment Management,chuck@kitsmaninv.com,,Salesforce
10973927,Inactive Investor,Christian Carpenter,,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",christian.carpenter@firsthorizon.com,,Salesforce
11039482,Inactive Investor,Linda Slade,Senior Client Specialist,Robert W. Baird & Co. Incorporated Charleston SC 25 Calhoun St,lslade@rwbaird.com,,Salesforce
11139774,Inactive Investor,Szymon Czulak,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",szymon.czulak@ml.com,,Salesforce
10773874,Inactive Investor,Elliot Burak,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11179217,Inactive Investor,Adam Urdang,,Cetera Financial Specialists LLC Lyndhurst NJ 10 Stuyvesant Ave,adam.urdang@ceterafs.com,,Salesforce
10973848,Inactive Investor,Brian Tugend,Business Development Specialist;Senior Investment Specialist,"Integrated Capital Management, Inc.",btugend@icm-invest.com,,Salesforce
10914079,Inactive Investor,Spencer Fields,,"Raymond James Financial Services, Inc. Urbana IL 201 W Main St",spencer.fields@raymondjames.com,,Salesforce
11233468,Inactive Investor,Andrew Savage,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10813545,Inactive Investor,Ida Ng,,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",ida.ng@alexbrown.com,,Salesforce
10947646,Inactive Investor,Beau Otto,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
142813,,Chris Salguero,,United States,salguero.c89@gmail.com,,Paid Search
10755776,Inactive Investor,Thomas Kenney,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Marion OH 255 Executive Dr",thomas.kenney@ampf.com,,Salesforce
11003805,Inactive Investor,Christian Nwambo,,"Pruco Securities, LLC. Overland Park KS 10801 Mastin St",christian.nwambo@prudential.com,,Salesforce
11147291,Inactive Investor,Gregory Mitchell,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10812421,Inactive Investor,Kent Betten,,Thrivent Investment Management Inc. Lincoln NE Private Residence,kent.betten@thrivent.com,,Salesforce
10771382,Inactive Investor,Jason Paladino,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",jason.paladino@wellsfargoadvisors.com,,Salesforce
11103073,Inactive Investor,Michael Quinn,Financial Advisor,Edward Jones Vidor TX 1265 N Main St,mike.quinn@edwardjones.com,,Salesforce
10782734,Inactive Investor,Raja Aanand,,Cetera Financial Specialists LLC Bartlett IL Private Residence,raja.aanand@ceterafs.com,,Salesforce
9571896,,Brian Parker,,,bparker@enrightpremier.com,,List import
10842295,Inactive Investor,Salvador Martinez,,LPL Financial LLC Roseville CA 1504 Eureka Rd,salvador.martinez@lpl.com,,Salesforce
11001568,Inactive Investor,Logan Targgart,Associate,Edward Jones Fremont IN 109 E Toledo St,logan.targgart@edwardjones.com,,Salesforce
223051,,Richard Fulton,,[Unknown],rpfulton@icloud.com,,Direct
11004479,Inactive Investor,Vanessa Ramirez,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",,,Salesforce
9642050,,Sherry Thomas Magwood,,,sherrymagwood@gmail.com,,List import
11137770,Inactive Investor,James Reed,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",james.g.reed@nm.com,,Salesforce
11172705,Inactive Investor,Grant Winn,,"Northwestern Mutual Investment Services, LLC Missoula MT 3819 Stephens Ave",g.winn@nm.com,,Salesforce
343448,,Alex Griese,Junior Research Analyst,"Ulland Investment Advisors, Llc",alex.griese@ullandinvestment.com,612-312-1400,Manual List Upload
11067158,Inactive Investor,Brianna Hook,,Robert W. Baird & Co. Incorporated Elgin IL 2155 Point Blvd,brhook@rwbaird.com,,Salesforce
9641767,,Andrew Parsons,,,andrew.parsons85@outlook.com,,List import
11184028,Inactive Investor,Michael Lang,,"Wells Fargo Clearing Services, LLC Washington DC 801 Pennsylvania Ave NW",michael.lang@wellsfargoadvisors.com,,Salesforce
346682,,Steve Cook,Executive Managing Director,Lfm Capital,steve@lfmcapital.com,615-983-6294,Manual List Upload
336800,,Jessica Rodgers,"Treasurer, Director",Rodgers & Associates,rodgers@rodgers-associates.com,717-560-3800,Manual List Upload
10912298,Inactive Investor,Peter Braden,,"Cambridge Investment Research, Inc. Traverse City MI 309 E Front St",,,Salesforce
9542591,,Rita Faydengold,,,rfaydengold@hotmail.com,,List import
50526,,Norman Bloom,"President, Senior Wealth Manager","Spire Wealth Management, LLC",norman.bloom@spireip.com,412-855-5905,
10958324,Inactive Investor,Galen Mayo,Senior Financial Advisor,Advisory Services Network Roswell GA 904 MacY Dr,,,Salesforce
10986758,Inactive Investor,Brooke Harthorn,,PFS Investments Inc. Billings MT 1643 Lewis Ave,bharthorn@primerica.com,,Salesforce
11190963,Inactive Investor,Jordan Cole,Director - Portfolio Management;Financial Planner;Member,"Sage Advisors, LLC",jcole@sageadvisorsllc.com,,Salesforce
11194811,Inactive Investor,Andrew Porter,Associate Partner;Wealth Advisor,Corient Menlo Park CA 1550 El Camino Real,andrew.porter@corient.com,,Salesforce
9646528,,Chirag Garg,,,garg.ck@gmail.com,,List import
11173961,Inactive Investor,Michael Donnal,Financial Advisor,Edward Jones West Palm Beach FL 319 Belvedere Rd,mike.donnal@edwardjones.com,,Salesforce
10762384,Inactive Investor,Linda O'Donnell,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,linda.odonnell@ubs.com,,Salesforce
11174764,Inactive Investor,Megan Sheffield,Financial Advisor,Edward Jones Mechanicsville VA 9123 Dickey Dr,megan.sheffield@edwardjones.com,,Salesforce
9563757,,Brenda Escarraga,,,brenda99.e@hotmail.com,,List import
9546156,,Bobby Burke,,,bb1964@protonmail.com,,List import
9631603,,andy meza,,,andy.meza@hotmail.com,,List import
10809275,Inactive Investor,Timothy Ebert,Investment Advisor Representative,Commonwealth Financial Network Winston Salem NC 100 Club Oaks Ct,tebert@commonwealth.com,,Salesforce
10988393,Inactive Investor,Inez Justine Aznar,,NYLIFE Securities LLC New York NY 285 Fulton St,iraznar@ft.newyorklife.com,,Salesforce
11076904,Inactive Investor,Timothy Patterson,,"Lion Street Financial, LLC Flower Mound TX 1001 Cross Timbers Rd",tpatterson@lionstreet.com,,Salesforce
10932208,Inactive Investor,Michael Franco,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",michael.franco@nm.com,,Salesforce
7118238,,paul davis,,,jejam44766@orgria.com,,Web Form Fillout
11088209,Inactive Investor,Barbara Cummings,,LPL Financial LLC Kane PA 56 Fraley St,barbara.cummings@lpl.com,,Salesforce
321645,,joshua vazquez,president,agropro,jv@agropro.io,,Manual List Upload
10836950,Inactive Investor,Mark Kravietz,,"HighTower Securities, LLC Melville NY 445 Broadhollow Rd",mkravietz@hightoweradvisors.com,,Salesforce
11208179,Inactive Investor,Samer Simaan,Chief Executive Officer;President,"Simaan Investment Management, L.L.C.",sam.simaan@simaaninvestment.com,,Salesforce
647,,,,,aaa01rogers@rogers.com,,
11073649,Inactive Investor,Jack Liu,Director - Alternative Investments;Financial Advisor;International Client Advisor;Managing Director;Senior Portfolio Management,Morgan Stanley New York NY 55 E 52nd St,jack.liu@morganstanley.com,,Salesforce
10617608,,Nathan Kraus,,,nathan.kraus@equitable.com,,List Import
10821785,Inactive Investor,Lindsey Vickers,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",lindsey.wood@rbc.com,,Salesforce
11159704,Inactive Investor,Janet Porter,,"Osaic Institutions, Inc. Westfield MA 94 N Elm St",jporter@infinexgroup.com,,Salesforce
10836079,Inactive Investor,Alexander Mills,Associate Vice President,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",alex.mills@wfafinet.com,,Salesforce
10800956,Inactive Investor,Whitney Dow,Chief Compliance Officer;President,North Forty Two & Co. Lake Oswego OR 201 B Ave,wdow@northfortytwo.com,,Salesforce
11081284,Inactive Investor,Brett Sasseen,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
11114001,Inactive Investor,Adam Carlson,Financial Advisor,"Midwestern Securities Trading Company, LLC Galesburg IL 2558 N Seminary St",,,Salesforce
158624,,fda rs,,[Unknown],dga@nagm.com,,Organic Search
11111821,Inactive Investor,Stephanie Russell,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,stephanie.russell@ubs.com,,Salesforce
10924939,Inactive Investor,Monika Agarwal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",monika.agarwal@ml.com,,Salesforce
248741,,Humberto Cruces,CEO,CrucesFX investments,humberto1610@gmail.com,,Manual List Upload
10913812,Inactive Investor,Winston Justice,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",winston.justice@bernstein.com,,Salesforce
348490,,John Mccormack,Co-founder And Senior Partner,"Sentinel Capital Partners, L.l.c.",mccormack@sentinelpartners.com,212-688-3100,Manual List Upload
11153255,Inactive Investor,Joel Bravo,,Edward Jones College Station TX 4519 Mills Park Cir,joel.bravo@edwardjones.com,,Salesforce
10901892,Inactive Investor,Leo Labourdette,,Martin & Associates Investment Advisory Services LLC Mandeville LA 594 Asbury Dr,,,Salesforce
11116137,Inactive Investor,Josie Su,Financial Advisor;Vice President,Citigroup Global Markets Inc. San Francisco CA 4455 Geary Blvd,josie.su@citi.com,,Salesforce
10870714,Inactive Investor,Brian Thompson,,Money Concepts Capital Corp Leawood KS 9400 Mission Rd,,,Salesforce
10938596,Inactive Investor,Erika Meyer,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,erikawilliams@statefarm.com,,Salesforce
349868,,Brandon Day,"Chief Market Strategist, Managing Member",Advisor Resource Council,bday@lpl.com,972-421-1360,Manual List Upload
11017744,Inactive Investor,Samantha Munson,,"Raymond James & Associates, Inc.",samantha.munson@raymondjames.com,,Salesforce
10959397,Inactive Investor,Andrea Tillotson,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,andrea.tillotson@primerica.com,,Salesforce
9575985,,Jamie Turk,,,jturk@stratoswealthpartners.com,,List import
11072214,Inactive Investor,Robert Sparks,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",vaughn.sparks@ampf.com,,Salesforce
11128825,Inactive Investor,William Galinato,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,wgalinato@primerica.com,,Salesforce
10963894,Inactive Investor,Daniel Potocki,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",daniel.potocki@empower.com,,Salesforce
9605289,,Gregory Czamara,,,gczamara@federatedinv.com,,List import
10753230,Inactive Investor,Rogers Joseph,,Park Avenue Securities LLC Jacksonville FL 10151 Deerwood Park Blvd,rogers_joseph@glic.com,,Salesforce
186222,,Eddie Chow,,[Unknown],eddieckc@netvigator.com,,Organic Search
10919295,Inactive Investor,Logan Lipscombe,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",logan.lipscombe@nm.com,,Salesforce
11007298,Inactive Investor,Brian Rohm,Compliance Officer,Aegis Capital Corp.,,,Salesforce
9645952,,Gerald Roth,,,jerry.roth@thrivent.com,,List import
10557151,,Daquone Wright,,,regalwright@gmail.com,,Web Form Fillout
10907491,Inactive Investor,Yuqing Lin,,"Northwestern Mutual Investment Services, LLC New York NY 1 Battery Park Plz",qunnie.lin@nm.com,,Salesforce
10883569,Inactive Investor,William Cassidy,,"Osaic Institutions, Inc. Denver CO 570 S Wadsworth Blvd",,,Salesforce
10823449,Inactive Investor,Laura Settle,Financial Advisor,"Capitol Securities Management, Inc. Charlottesville VA 414 E Market St",lsettle@capitolsecurities.com,,Salesforce
11118963,Inactive Investor,Eduardo Marenco,,J.P. Morgan Securities LLC Tarzana CA 18705 Ventura Blvd,eduardo.marenco@jpmorgan.com,,Salesforce
11172235,Inactive Investor,Theresa McWhorter,,PFS Investments Inc. Winter Park FL 676 Formosa Ave,theresa.mcwhorter@primerica.com,,Salesforce
10767681,Inactive Investor,Derek Smith,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Marietta OH 346 3rd St,dereksmith@janney.com,,Salesforce
11138968,Inactive Investor,Mary Schulz,Financial Planner,LPL Financial LLC Tucson AZ 6849 N Oracle Rd,mary.schulz@lpl.com,,Salesforce
10919527,Inactive Investor,Jason Werner,Chief Compliance Officer;Founder;Managing Member,Werner Financial,,,Salesforce
10757969,Inactive Investor,Debra Sommer,,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,d.sommer@ubs.com,,Salesforce
10813153,Inactive Investor,Charles Cowart,Financial Advisor,"Wells Fargo Clearing Services, LLC Prattville AL 2783 Legends Pkwy",chas.cowart@wellsfargo.com,,Salesforce
11136689,Inactive Investor,Cindy Furze,Financial Advisor,Park Avenue Securities LLC San Diego CA 5405 Morehouse Dr,,,Salesforce
11079358,Inactive Investor,William Lane,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",marshall.lane@farmersinsurance.com,,Salesforce
10893265,Inactive Investor,John Keeney,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",,,Salesforce
10934718,Inactive Investor,Jed Magstadt,Advisor,"NorthRock Partners, LLC",,,Salesforce
10916542,Inactive Investor,Nicholas Mertes,,"Principal Securities, Inc.",mertes.nicholas@principal.com,,Salesforce
11068919,Inactive Investor,Adam Vrablec,,"Wells Fargo Clearing Services, LLC Boulder CO 1960 28th St",,,Salesforce
344450,,Andrew Paul,Investment Director,Rathbones,andrew.dawson-paul@rathbones.com, -2366773,Manual List Upload
11040613,Inactive Investor,Brandon Grubbe,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,bgrubbe@rwbaird.com,,Salesforce
10872082,Inactive Investor,Darren Grahame,Financial Advisor,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",darren.grahame@nm.com,,Salesforce
245590,,Emily Serafin,EVP,TNG,eserafin@neibartgroup.com,19135301725,Manual List Upload
9580945,,Matthew Adamczyk,,,madamczyk@massmutual.com,,List import
10857525,Inactive Investor,Cora Ingrim,Investment Advisor,United Planners' Financial Services of America A Limited Partner Chevy Chase MD 25 Primrose St,cingrim@unitedplanners.com,,Salesforce
10618406,,Daniel Armstrong,,,d_armstrong@ml.com,,List Import
10936734,Inactive Investor,Claiborne Lagrone,Financial Advisor,LPL Financial LLC Ocean Springs MS Private Residence,clay.lagrone@lpl.com,,Salesforce
10961645,Inactive Investor,Christian Wandtke,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
225246,,thurmanm hunt,,[Unknown],thurmanehunt@gmail.com,,
11067751,Inactive Investor,William Rabitsch,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,keith.rabitsch.l6q7@statefarm.com,,Salesforce
11103028,Inactive Investor,Kyle McMann,Financial Advisor,Edward Jones Port Washington WI 213 N Wisconsin St,kyle.mcmann@edwardjones.com,,Salesforce
222504,,Thomas Hain,,[Unknown],tomhain20@yahoo.com,,source
10808970,Inactive Investor,Philip Lennox,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raynham MA 300 Rte 44",philip.lennox@ml.com,,Salesforce
184481,,Jessica Culpepper,,Creative Planning,jessica.culpepper@thinkingbeyond.com,913-338-2727,
9570624,,Kevin Sahl,,,ksahl@mudrickcapital.com,,List import
9546075,,Frank Badalamenti,,,frank.badalamenti@pwc.com,,List import
10962730,Inactive Investor,Alyssa Alexander,Premier Banker,"Wells Fargo Clearing Services, LLC Centreville VA 14011D Saint Germain Dr",,,Salesforce
10778701,Inactive Investor,Jane Mendelson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",jane_mendelson@ml.com,,Salesforce
10858985,Inactive Investor,John Williams,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
3042047,,David Pramer,,retired,david.pramer@gmail.com,2037222548,
9607630,,Todd Longwell,,,todd@longwellbuilders.com,,List import
9590723,,Fadi Ahmed,,,fadi@degrootefinancial.com,,List import
116062,,Sean Clancy,"Managing DireCTOr, Denver Market","Prime Capital Investment Advisors, Llc",sclancy@pciawealth.com,303-771-2700,Manual List Upload
10800948,Inactive Investor,Ryan Schrotenboer,,"GLP Investment Services, LLC",,,Salesforce
11096945,Inactive Investor,Lawrence Weller,Chief Compliance Officer;President,"ECF Wealth, Inc.",lweller@ecfwealth.com,,Salesforce
11113844,Inactive Investor,Brent Wolf,,LPL Financial LLC Novato CA 109 Laurelwood Dr,brent.wolf@lpl.com,,Salesforce
10606179,,John Baldwin,"Partner, Relationship Manager","Lord, Abbett & Co. LLC",jbaldwin@lordabbett.com,201-827-2269,List Import
225858,,gerard -,,unisys,goreill1030@gmail.com,,Initial Salesforce Import
10801786,Inactive Investor,Clark Bacon,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,clark.bacon@ubs.com,,Salesforce
11046832,Inactive Investor,Matthew Glickenhaus,,Sigma Financial Corporation Palmetto FL Private Residence,,,Salesforce
10859498,Inactive Investor,Earl Campbell,,"Cambridge Investment Research, Inc. Brentwood TN 1804 Williamson Ct",,,Salesforce
11158638,Inactive Investor,Bradley Rempe,Board Member;Senior Lead Advisor,"Foster Group, Inc.",bradr@fostergrp.com,,Salesforce
10960056,Inactive Investor,Andrew Paulus,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11029997,Inactive Investor,Alyssa Cedela,Client Assistant,Robert W. Baird & Co. Incorporated Tampa FL 201 N Franklin St,acedela@rwbaird.com,,Salesforce
10994218,Inactive Investor,Joseph Pierce,,"Osaic FS, Inc. Richmond VA 7200 Glen Forest Dr",,,Salesforce
11106992,Inactive Investor,Derek Hughes,Owner;President,"Hughes & Company Investment Advisory, LLC",derek@hughesfinancialplanning.com,,Salesforce
11163124,Inactive Investor,Jennifer Brownell,,"MML Investors Services, LLC Kimberly WI 1037 Truman St",jbrownell@financialguide.com,,Salesforce
9585295,,christopher Vicario,,,caddyxxchris@yahoo.com,,List import
10771056,Inactive Investor,Marlon Wiebe,Financial Advisor,Edward Jones Madison SD 423 NW 2nd St,marlon.wiebe@edwardjones.com,,Salesforce
10851067,Inactive Investor,Eric Johnson,,"Raymond James Financial Services, Inc. Boulder CO 1212 Pearl St",,,Salesforce
10769442,Inactive Investor,Mark Jenkins,Financial Consultant;Vice President,"Equitable Advisors, LLC Lynchburg VA 121 Goldenrod Pl",mark.jenkins@equitable.com,,Salesforce
9558569,,Edward Reyman,,,edwardreyman@yahoo.com,,List import
9542279,,Michael Gompers,,,mjgompers@gmail.com,,List import
10817047,Inactive Investor,Michelle Garcia,Partner;Principal;Relationship Manager;Wealth Manager,Northwest Investment Counselors,,,Salesforce
11027327,Inactive Investor,Darlene Delawder,,State Farm VP Management Corp. Fairborn OH 1920 Commerce Center Blvd,darlene.delawder.hi8r@statefarm.com,,Salesforce
10900721,Inactive Investor,Daniel Callan,Wealth Management Advisor,Nautilus Advisors LLC Ladera Ranch CA 999 Corporate Dr,dan@nautilusadv.com,,Salesforce
10845803,Inactive Investor,John Lynch,Investment Advisor Representative;Member;Shareholder,"Wealth Watch Advisors, Inc Denver CO 1870 W 122nd Ave",,,Salesforce
10595983,Inactive Investor,Greg Vermeychuk,Principal Consultant,Greg Vermeychuk,greg.vermeychuk@gmail.com,302-981-3984,Salesforce
11159481,Inactive Investor,Serhiy Zayats,Investment Analyst,Fragasso Financial Advisors,szayats@fragassoadvisors.com,,Salesforce
10968715,Inactive Investor,Andrea Roseli,,PFS Investments Inc. Mission Viejo CA 26050 Acero,aroseli@primerica.com,,Salesforce
206408,,Colin Hartley,,Black Cat Investments Inc.,colin.hartley@hotmail.com,2508869675,
10939709,Inactive Investor,Holly Bloom,Financial Representative,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",perry.holly@principal.com,,Salesforce
10799064,Inactive Investor,Jeffrey Bingham,Financial Advisor,Park Avenue Securities LLC Reading PA 1290 Broadcasting Rd,jeffrey_bingham@glic.com,,Salesforce
11128742,Inactive Investor,Jane Stinson,,"Geneos Wealth Management, Inc. Billings MT Private Residence",,,Salesforce
10828856,Inactive Investor,Colin Heafy,Co-Founder;Principal;Regulatory Contact;Vice President,"Key Group Management, Inc. Ramsey NJ 545 Island Rd",colinh@keygroupwealth.com,,Salesforce
10894052,Inactive Investor,Paul Juliano,,Vanguard Marketing Corporation,paul_juliano@vanguard.com,,Salesforce
10612921,,Brian Laux,Financial Advisor,,brian.laux@lpl.com,,List Import
11128265,Inactive Investor,Kathy Vicklun,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",kathy_vicklun@ml.com,,Salesforce
9631247,,Petr Kastovsky,,,p.kastovsky@gmail.com,,List import
9561411,,MaiCapital Blockchain Opportunity Fund,,,trading@maicapital.io,,List import
10798261,Inactive Investor,Virginia Stagg,,Morgan Stanley San Diego CA 16644 W Bernardo Dr,virginia.stagg@morganstanley.com,,Salesforce
10614473,,Eric Baumbach,Financial Advisor,,ewbaumbach@ft.newyorklife.com,,List Import
10935867,Inactive Investor,Jonathan Deeringer,Chief Compliance Officer;Financial Advisor;Managing Member,"Deeringer Wealth Management, LLC",jonathan@deeringerwealth.com,,Salesforce
11185387,Inactive Investor,Hyongsuk Pau,Managing Partner;Vice President,The Wealth Consulting Group Cupertino CA 21070 Homestead Rd,suk@wealthcg.com,,Salesforce
11019393,Inactive Investor,Joy Busse,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10646572,,Monica Schmitt,,,monica.schmitt@lpl.com,,List Import
10647513,,Keys Tinney,,,kt@aveocapital.com,,List import
10893847,Inactive Investor,Juan Moreia,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,juan.moreia@jpmorgan.com,,Salesforce
10887685,Inactive Investor,Margaux Roth,Managing Director;Shareholder,Matter Family Office,mroth@matterfamilyoffice.com,,Salesforce
11059018,Inactive Investor,Ryan Ballesteros,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,ballesterosr@ft.newyorklife.com,,Salesforce
11082737,Inactive Investor,Jaison Thomas,,Evercore Group L.L.C.,jaison.thomas@evercore.com,,Salesforce
10618660,,Gary Riederman,,,griederman@edelmanfinancialengines.com,,List Import
10992683,Inactive Investor,Joseph Ansaldo,,Citigroup Global Markets Inc.,,,Salesforce
11156379,Inactive Investor,Claritza Encarnacion,,"The Leaders Group, Inc. Miami FL 300 Sevilla Ave",claritza@leadersgroup.net,,Salesforce
11124310,Inactive Investor,Frank Dosch,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Zanesville OH 964 Grove Rd",frank.dosch@nm.com,,Salesforce
10618969,,Richard Stejskal,,,richard.stejskal@morganstanley.com,,List Import
10487874,,Kimberly Atchley,Operations Manager,GuideStone Advisors,kamore76@gmail.com,,List Import
9635708,,Lynne Vellucci,,,lvellucci@prestigewmg.com,,List import
9603876,,ESTEBAN DE LA PEÑA,,,esteban@ibexmercado.com,,List import
10975734,Inactive Investor,John Edelman,,"Castle Hill Capital Partners, Inc.",jedelman@castlehillcap.com,,Salesforce
206777,,Richard Walsh,,[Unknown],mrrbwalsh@gmail.com,,Organic Search
9637839,,Trina Greuel,,,tgreuel@arcf.org,,List import
9629059,,Clark Braunstein,,,clark@braunsteinpc.com,,List import
10955982,Inactive Investor,Oscar Castro Garrido,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10956415,Inactive Investor,Sydney Richardson,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
11230187,Inactive Investor,Matthew Clary,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,,,Salesforce
11181286,Inactive Investor,William McKane,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_mckane@vanguard.com,,Salesforce
11206426,Inactive Investor,Stephanie Ross,,Fidelity Brokerage Services LLC,,,Salesforce
10822082,Inactive Investor,Sean Jones,Financial Advisor,LPL Financial LLC Bellingham WA 1066 Lakeway Dr,sean.jones@lpl.com,,Salesforce
10948966,Inactive Investor,Tyler Fout,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,tyler.fout@fmr.com,,Salesforce
9599805,,Paul Dowsett,,,grayscale_co@netaxiom.net,,List import
10823647,Inactive Investor,Ross Runfola,,"Mercer Allied Company, L.P.",rrunfola@ayco.com,,Salesforce
11073240,Inactive Investor,Kevin Gray,Chief Compliance Officer;Financial Advisor;Principal,Lodestar Private Asset Management LLC,kevin@lodestarpam.com,,Salesforce
9585985,,Raymond Lee,,,r.lee@fi.com,,List import
10815853,Inactive Investor,Patrick Bouthiller,Financial Advisor;Portfolio Manager;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Jacksonville FL 4206 San Juan Ave",patrick.bouthiller@wellsfargo.com,,Salesforce
10754007,Inactive Investor,Jeffrey Kobernick,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10934168,Inactive Investor,Tiara Kincaid,,"Raymond James Financial Services, Inc. Atlanta GA 1475 Peachtree St NE",tiara.kincaid@raymondjames.com,,Salesforce
10810334,Inactive Investor,Catherine Beattie,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",catherine_beattie@ml.com,,Salesforce
9627108,,CHERIF HASSABOU,,,cherif.c4you@gmail.com,,List import
10861691,Inactive Investor,Charles Cole,Practice Associate,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",charles.cole@ampf.com,,Salesforce
11078781,Inactive Investor,Gary Sirota,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",gary.sirota@prudential.com,,Salesforce
11035591,Inactive Investor,Victor Arevalo Melgar,,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,victor.arevalo@thrivent.com,,Salesforce
11000806,Inactive Investor,Ryan Welsch,Financial Representative,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,ryan.welsch@primerica.com,,Salesforce
11090776,Inactive Investor,Barry Falter,,Cetera Advisor Networks LLC Lincoln NE Private Residence,,,Salesforce
11043765,Inactive Investor,Beth Radcliff,Business Development Manager;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
210967,,George Cassissa,,[Unknown],eggie36@verizon.net,,source
10825940,Inactive Investor,Denise Heitsman,Financial Professional,LPL Financial LLC Anderson CA 3006 Martha St,denise.heitsman@lpl.com,,Salesforce
11090369,Inactive Investor,Avery Dwyer,Wealth Advisor,EP Wealth Advisors Newburyport MA 102 State St,adwyer@epwealth.com,,Salesforce
11052035,Inactive Investor,Cole Kukowski,Financial Advisor,Edward Jones Aberdeen SD 123 4th Ave SW,cole.kukowski@edwardjones.com,,Salesforce
10658432,,Malini Murali,,,malini.murali@chase.com,,List Import
10972467,Inactive Investor,Gabriel Groenig,,Goldman Sachs & Co.,,,Salesforce
10975022,Inactive Investor,Amy Latham,,State Farm VP Management Corp. Bethesda OH 40091 Barnesville Bethesda Rd,amy.latham.u9e0@statefarm.com,,Salesforce
10935853,Inactive Investor,Joseph Diramio,,"Osaic Wealth, Inc. Niagara Falls NY 2121 Sawyer Dr",,,Salesforce
9583446,,Karim Allidina,,,kallidinaweb@hotmail.co.uk,,List import
11085442,Inactive Investor,Caroline Conley,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
11101402,Inactive Investor,Glisel Jimenez,,State Farm VP Management Corp. Summit NJ 26 Morris Ave,glisel.jimenez.g1d0@statefarm.com,,Salesforce
11182579,Inactive Investor,Michael Naidrich,Co-Chief Executive Officer,"AmeriVet Securities, Inc.",mnaidrich@amerivetsecurities.com,,Salesforce
350250,,David DeGroot,CFO,"Providence Wealth Advisors, Llc",ddegroot@providencebank.com,815-306-2020,Manual List Upload
9578097,,Casey Frazier,,,cfrazier@versuscapital.com,,List import
10486653,,Todd Baird,"Financial Advisor, Managing Director - Investments","Wells Fargo Clearing Services, LLC",todd.baird@wellsfargoadvisors.com,,List Import
1001245,Inactive Investor,Oliver Eckhard,,The Observatory,oliver.eckhard@gmail.com,,3rd Party Lead Gen
9569735,,Hugh hugh.collins@gmail.com,,,hugh.collins@gmail.com,,List import
88521,,David Hester,Mgr,IPT,yzhess@yahoo.com,,Event
10891886,Inactive Investor,Parker Garlock,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,parker.garlock@jpmorgan.com,,Salesforce
10921004,Inactive Investor,Jan Kuha,Chief Compliance Officer;Founder;Managing Member,"J. Benjamin Financial, LLC",jan@jbenjaminfinancial.com,,Salesforce
11071252,Inactive Investor,John McConnell,Investment Services Associate,"Navy Federal Investment Services, LLC Vienna VA 820 Follin Ln SE",john_mcconnell@navyfederal.org,,Salesforce
10752774,Inactive Investor,Susan Schiano,Practice Business Manager,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",susan.schiano@raymondjames.com,,Salesforce
10996757,Inactive Investor,Tyler Weisgarber,,Janney Montgomery Scott LLC New Castle PA 101 Nesbitt Rd,tweisgarber@janney.com,,Salesforce
4559973,,pim pan,,,rimamak842@cadolls.com,,Web Form Fillout
11151627,Inactive Investor,Reginald Wheeler,,"TIAA-CREF Individual & Institutional Services, LLC Prairieville LA Private Residence",reggie.wheeler@tiaa.org,,Salesforce
10658772,,Jack Hazekamp,,,jack.w.hazekamp@chase.com,,List Import
11182741,Inactive Investor,Pete Gianutsos,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9579460,,Tanya Frias,,,tfrias@financialguide.com,,List import
10845122,Inactive Investor,Karen Shane,,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",karen.shane@wellsfargoadvisors.com,,Salesforce
11113510,Inactive Investor,Nicholas Ciampone,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Cincinnati OH 7137 Miami Ave",nick.ciampone@usbank.com,,Salesforce
11083628,Inactive Investor,Braedan Hanson,,"Northwestern Mutual Investment Services, LLC Grand Forks ND 4050 Gardenview Dr",braedan.hanson@nm.com,,Salesforce
10826805,Inactive Investor,John Safford,Chief Executive Officer;Director;President,Safford Nicholas H & Co Inc,john@saffords.com,,Salesforce
11237218,Inactive Investor,Cameron Elafros,Chief Compliance Officer;Managing Partner,Catalyst Wealth Management LLC,cameron@catalystfg.com,,Salesforce
11119241,Inactive Investor,Vitaliy Romanyuk,Financial Advisor,"Wells Fargo Clearing Services, LLC Clackamas OR 12072 SE Sunnyside Rd",vitaliy.romanyuk@wellsfargo.com,,Salesforce
370481,,Tucker Reed,,United States,tuckreed@gmail.com,,Salesforce
10816111,Inactive Investor,Kelly Cenatiempo,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",kelly.m.lococo@ampf.com,,Salesforce
9596638,,Ali Mandalinci,,,ali.mandalinci@stewardpartners.com,,List import
10821144,Inactive Investor,Kendra Thompson,Financial Advisor,Edward Jones Claremore OK 2010 S Hwy 66,kendra.g.thompson@edwardjones.com,,Salesforce
11129462,Inactive Investor,Stefanie Strother,Financial Advisor;Senior Client Associate,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",stefanie.strother@wellsfargoadvisors.com,,Salesforce
11199105,Inactive Investor,Brock Bracamontes,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",brock.bracamontes@nm.com,,Salesforce
10792761,Inactive Investor,Rickey Smith,,"FBL Marketing Services, LLC Kearney NE 3915 Ave N",rickey.smith@fblfinancial.com,,Salesforce
10905444,Inactive Investor,Stephanie Thompson,,"Osaic Wealth, Inc. Lombard IL 1919 S Highland Ave",,,Salesforce
368173,,Varun Gandhi,Director,,vaga1310@yahoo.com,,Webinar
11003410,Inactive Investor,Matthew Rosenfield,,Jefferies LLC Dallas TX 300 Crescent Ct,mrosenfield@jefferies.com,,Salesforce
10938912,Inactive Investor,Jeff Kreisler,,J.P. Morgan Securities LLC New York NY 277 Park Ave,jeff.kreisler@jpmorgan.com,,Salesforce
10790349,Inactive Investor,William Gomilla,Bank Advisor,LPL Financial LLC Milwaukee WI 5825 W Hope Ave,william.gomilla@lpl.com,,Salesforce
10946908,Inactive Investor,William Matteson,,"MML Investors Services, LLC New Hartford NY 600 French Rd",wmatteson@financialguide.com,,Salesforce
10851400,Inactive Investor,James Lewy,President,LPL Financial LLC Whitehouse Station NJ 655 US -22 E Unite 202,james.lewy@wellsfargoadvisors.com,,Salesforce
11074085,Inactive Investor,Judson Powell,Financial Advisor,Edward Jones Abilene TX 234 Sayles Blvd,jud.powell@edwardjones.com,,Salesforce
9646214,,Daniel Strickberger,,,dan@dsmcapital.com,,List import
11188611,Inactive Investor,Tim Springer,,J.P. Morgan Securities LLC New Orleans LA 950 S Clearview Pkwy,timothy.p.springer@jpmorgan.com,,Salesforce
10617280,,Brian Zdeblick,,,brian.zdeblick@ampf.com,,List Import
10983039,Inactive Investor,Dylan Thomas,,"Cambridge Investment Research, Inc. Jackson MI 977 Airport Rd",,,Salesforce
159547,,Nick Grundl,,[Unknown],nicholasgrundl@gmail.com,,
10946923,Inactive Investor,Matthew Mayo,,"Osaic Wealth, Inc. Brentwood TN 320 7 Springs Way",,,Salesforce
11016227,Inactive Investor,Shahla Mciver,,"Farmers Financial Solutions, LLC Suwanee GA 2001 Lawrenceville Suwanee Rd",,,Salesforce
10777593,Inactive Investor,Lynne Calabro,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,lynne.whalencalabro@fidelity.com,,Salesforce
11128404,Inactive Investor,Kasey Sabatka,,MWA Financial Services Inc. Mcdonald KS Private Residence,kasey.j.sabatka@mwarep.org,,Salesforce
10913677,Inactive Investor,Mitchell Moellenhoff,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",mitchell.moellenhoff@raymondjames.com,,Salesforce
9573729,,Dan Muller,,,dmuller@bamfunds.com,,List import
10910736,Inactive Investor,Inez Silva,,LPL Financial LLC Cumming GA 500 Canton Rd,inez.silva@lpl.com,,Salesforce
10952495,Inactive Investor,Michael Gresham,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
10647410,,Bryan Davis,,,brydavis@tiaa-cref.org,,List Import
11104545,Inactive Investor,Livier Cuevas-Lopez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10596241,,Justin Jacobs,,,justin.jacobs@morganstanley.com,,Web Form Fillout
10981877,Inactive Investor,Megan Aarons,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11068551,Inactive Investor,Patrick Case,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",patrick.case@nm.com,,Salesforce
11232645,Inactive Investor,Amber Pokphanh,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",amber.pokphanh@empower.com,,Salesforce
11007745,Inactive Investor,Lester Kennedy,,"Bankers Life Securities, Inc. Vancouver WA 2101 NE 129th St",lester.kennedy@bankerslife.com,,Salesforce
10777204,Inactive Investor,Scott Archer,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,,,Salesforce
9568604,,Oleksii Koval,,,oleksiikoval.a@gmail.com,,List import
10886234,Inactive Investor,Edwin Espinal,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",edwin.espinal@schwab.com,,Salesforce
10833918,Inactive Investor,Karl Rundgren,,"Raymond James Financial Services, Inc. Midland TX 2000 W Cuthbert Ave",karl.rundgren@raymondjames.com,,Salesforce
11222855,,Nicholas Poetz,,,npoetz@ftportfolios.com,,List Import
10817142,Inactive Investor,Thomas Black,,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
9583300,,William Haugh,,,w.haugh@fi.com,,List import
11038316,Inactive Investor,Kyle Sargent,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10909978,Inactive Investor,John Trotter,,Sigma Financial Corporation Castle Rock CO 1491 Red Cliff Way,,,Salesforce
9546337,,Christine Kapp,,,ckapp@ayco.com,,List import
11169318,Inactive Investor,Ariel Harper,,"Raymond James Financial Services, Inc. Staunton VA 129 Fairway Ln",ariel.harper@raymondjames.com,,Salesforce
10871999,Inactive Investor,Andrew Shull,Financial Planner;Financial Professional,"MML Investors Services, LLC Oxford MS 2718 W Oxford Loop",sleonard@financialguide.com,,Salesforce
11058230,Inactive Investor,Sean Mcguire,,Deutsche Bank Securities Inc.,,,Salesforce
10969991,Inactive Investor,Timothy Schirmer,Financial Advisor,Edward Jones Hastings NE 2727 W 2nd St,tim.schirmer@edwardjones.com,,Salesforce
10936241,Inactive Investor,Anthony Zaccagnino,Chief Compliance Officer;Managing Member,Caldwell Investment Services LLC,,,Salesforce
10793223,Inactive Investor,Neal Fox,Financial Advisor,Edward Jones Farmville NC 3739 S Main St,neal.fox@edwardjones.com,,Salesforce
10614035,,Bruce Pomerantz,Financial Advisor,,bruce.a.pomerantz1@wellsfargoadvisors.com,,List Import
10986832,Inactive Investor,Matthew Mccarty,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,matt.mccarty.un8u@statefarm.com,,Salesforce
10986172,Inactive Investor,Adam Cave,,State Farm VP Management Corp. Altoona IA 325 8th St SE,,,Salesforce
9549918,,Hiroshi Mizutani,,,hmizutani@wisdirect.com,,List import
11061615,Inactive Investor,Mark Scott,Financial Consultant,Thrivent Investment Management Inc. Asheville NC 2 Town Square Blvd,mark.scott@thrivent.com,,Salesforce
9638313,,James Buckley,,,jbuckley@eqt.com.au,,List import
10868260,Inactive Investor,Alexandra Garden,Managing Member;President,PCG Wealth Management,,,Salesforce
9607415,,Paul Paray,,,paulp@paraylaw.com,,List import
9587951,,Kenneth Sass,,,kensass7@gmail.com,,List import
11141267,Inactive Investor,Ayla Galeyeva,,"Ameritas Investment Company, LLC",ayla.galeyeva@ameritas.com,,Salesforce
11033574,Inactive Investor,Saundra McLean,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",saundra.mclean@prudential.com,,Salesforce
10914531,Inactive Investor,Brady Sutfin,Associate Financial Advisor,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,bsutfin@dadco.com,,Salesforce
10952612,Inactive Investor,Kelsey Sigala,Financial Advisor,Edward Jones Harrisonburg VA 1971 Evelyn Byrd Ave,kelsey.linskisigala@edwardjones.com,,Salesforce
11106110,Inactive Investor,Douglas Moss,,"Parallel Advisors, LLC",,,Salesforce
10850677,Inactive Investor,Heidi Weir,Financial Consultant,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",heidi.weir@schwab.com,,Salesforce
11049004,Inactive Investor,William Young,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,william.young@primerica.com,,Salesforce
11178724,Inactive Investor,Michael Hartman,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",michael.hartman@wellsfargoadvisors.com,,Salesforce
10766406,Inactive Investor,Michael Emhardt,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",michael.emhardt@ml.com,,Salesforce
10858823,Inactive Investor,Gregory Romes,,"Centaurus Financial, Inc. Fort Mitchell KY Private Residence",,,Salesforce
9543207,,eric boxer,,,centerlineholdinggroup@gmail.com,,List import
10878705,Inactive Investor,Mekdes Hailemichael,Client Service Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,mekdes.hailemichael@morganstanley.com,,Salesforce
9542557,,Christina Durodola,,,christiduro@yahoo.com,,List import
11000352,Inactive Investor,Blake Smith,,Sigma Financial Corporation Ottumwa IA 2116 N Court St,,,Salesforce
11082902,Inactive Investor,Christanoelle Ume,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",christanoelle.forlemu@ml.com,,Salesforce
11095559,Inactive Investor,Christian Messina,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
334799,,Donald Caldwell,Elected Manager,"Stoneridge Pmg Advisors, Llc",donald.caldwell@pmga.com,484-254-5400,Manual List Upload
1584239,,Rizwan Muhamamd,,[Unknown],rizwan@iourus.com,,
9637572,,Jennifer Bonvechio,,,jennifer@bakerstreetadvisors.com,,List Import
9567050,,Godfrey Ndu,,,godfreyndu98@gmail.com,,List import
10763595,Inactive Investor,Richard Spencer,Financial Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,richard.p.spencer@morganstanley.com,,Salesforce
10659776,,Michelangelo Dicosola,,,michael.dicosola@morganstanleypwm.com,,List Import
9632050,,Joe Chiovarou,,,joechiovarou@gmail.com,,List import
10798349,Inactive Investor,Michael Borgailo,Financial Advisor,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
11096132,Inactive Investor,Shunsuke Fukushi,,"Independent Financial Group, LLC Torrance CA 18411 Crenshaw Blvd",jfukushi@ifgrr.com,,Salesforce
9640148,,Scott Franzblau,,,sfranzblau@bpfunds.com,,List import
11160567,Inactive Investor,Edward Alferoff,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
10938795,Inactive Investor,Bryan Zichterman,,"Raymond James Financial Services, Inc. Holland MI 510 W 17th St",bryan.zichterman@raymondjames.com,,Salesforce
185579,,Benjamin Canon,,Acorns,ben@pinterest.com,,
9624602,,Chris Pyle,,,chrispyle59@gmail.com,,List import
10894545,Inactive Investor,James Zivich,Financial Advisor,LPL Financial LLC Fullerton CA 1370 Brea Blvd,james.zivich@lpl.com,,Salesforce
9584718,,Raymond Reibel,,,rreibel@carystreetpartners.com,,List import
10933897,Inactive Investor,Donald Larson,Vice President,PFS Investments Inc. Geneseo IL 12729 Wolf Rd,,,Salesforce
9557238,,Rosemary Smith,,,rosemarysmith28@hotmail.com,,List import
11073012,Inactive Investor,Branson Jessel,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,branson.jessel@jpmorgan.com,,Salesforce
11236246,Inactive Investor,Patrick Harten Arregui,,Credicorp Capital LLC,,,Salesforce
10850658,Inactive Investor,Jason Brotsky,,"Cambridge Investment Research, Inc. Wichita KS 2081 N Webb Rd",,,Salesforce
11175361,Inactive Investor,Sydney Eckhart,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",,,Salesforce
11125444,Inactive Investor,Sebin Skaria,Financial Advisor;Wealth Management Specialist,"NewEdge Securities, Inc. Boca Raton FL 980 N Federal Hwy",sebin.skaria@ml.com,,Salesforce
10493956,,Peter Mullen,,,pdmullen1@gmail.com,,Web Form Fillout
11017097,Inactive Investor,Colin Dyel,Financial Professional,LPL Financial LLC Carbondale IL 301 E Main St,reid.dyel@lpl.com,,Salesforce
11073604,Inactive Investor,Richard Schwartz,Financial Advisor;Resident Manager;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Warren NJ 15 Independence Blvd,richard.m.schwartz@morganstanley.com,,Salesforce
10764544,Inactive Investor,Jason Cockerham,,Vanguard Marketing Corporation,jason_cockerham@vanguard.com,,Salesforce
10818907,Inactive Investor,Carolyn Stiver,Financial Advisor,Edward Jones Walla Walla WA 30 W Main St,carolyn.stiver@edwardjones.com,,Salesforce
10860325,Inactive Investor,Vicente Ramos,,PFS Investments Inc. Lancaster PA 50 W Strawberry St,vicente.ramos@primerica.com,,Salesforce
9629739,,sam Talari,,,arias786@gmail.com,,List import
10983483,Inactive Investor,Brantley Green,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",brantley.green@ml.com,,Salesforce
10756820,Inactive Investor,Emily Lillwitz,Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,,,Salesforce
10873951,Inactive Investor,Gordon Margerum,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,gordon.margerum@primerica.com,,Salesforce
10841787,Inactive Investor,Gregory Cobb,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,greg.cobb@lpl.com,,Salesforce
9557258,,Theodore Nahas,,,ted.nahas@bergankdv.com,,List import
11052147,Inactive Investor,Koren Howe,,"Herbert J. Sims & Co, Inc.",khowe@hjsims.com,,Salesforce
11107976,Inactive Investor,Mark Rosalimsky,Retirement Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 50 Chestnut Ridge Rd",mark.l.rosalimsky@ml.com,,Salesforce
2759268,,Junaid Khan,,,abdurrazaqkhan767@gmail.com,,
5259152,,LOM HEAM,,,picinop503@rubeshi.com,,Web Form Fillout
9647915,,Andy Bauer,,,andrew.bauer@cahillfinancial.com,,List import
11077426,Inactive Investor,Jeffrey Newell,,LPL Financial LLC Littleton CO Private Residence,jeffrey.newell@lpl.com,,Salesforce
11160245,Inactive Investor,George Williams,,PFS Investments Inc. Cuyahoga Falls OH 2321 2nd St,,,Salesforce
118946,,Barbara Attardo,"Partner, Senior Client Advisor",Daintree Advisors LLC,battardo@daintreeadvisors.com,617-848-3453,
11089179,Inactive Investor,Zachary Israel,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,,,Salesforce
11233893,Inactive Investor,Nicholas Strand,,"U.S. Bancorp Investments, Inc. Portland OR 17650 NE Sandy Blvd",nicholas.strand@usbank.com,,Salesforce
10805178,Inactive Investor,William Siddall,First Vice President;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",billy_siddall@ml.com,,Salesforce
10942824,Inactive Investor,James Stangeland,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10907984,Inactive Investor,Thomas Snow,,"Cambridge Investment Research, Inc. Sylvania OH 5580 Monroe St",tsnow@cambridgesecure.com,,Salesforce
10611560,,Jeffrey Jolly,"Financial Advisor, Senior Vice President",,jeffrey.t.jolly@ampf.com,,List Import
10837484,Inactive Investor,Alan Thompson,Managing Member,"Dominion Wealth Management, LLC Whiteville NC 1626 S Madison St",athompson@dominionwealthllc.com,,Salesforce
10757465,Inactive Investor,David Herbst,Principal;Wealth Advisor,LPL Financial LLC Downers Grove IL 2651 Warrenville Rd,david.herbst@lpl.com,,Salesforce
11212009,Inactive Investor,Peter Wheeler,Manager;Vice Chairman,Commonwealth Financial Network Tucson AZ 2329 N Tucson Blvd,pwheeler@commonwealth.com,,Salesforce
11221019,,Luther Hagen,,,lhagen@wealthenhancement.com,,List Import
10986314,Inactive Investor,Travis Fitts,Client Relationship Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10838129,Inactive Investor,Jason Idziak,Family Wealth Advisor;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Traverse City MI 300 E Front St,jason.a.idziak@morganstanley.com,,Salesforce
10771209,Inactive Investor,Donald Murphey,,"Equitable Advisors, LLC Bedford TX 1909 Central Dr",donald.murphey@equitable.com,,Salesforce
10898892,Inactive Investor,Timothy Murphy,Managing Director - Wealth Management,"CapWealth Advisors, LLC",tmurphy@capwealthgroup.com,,Salesforce
229755,, -,,[[Unknown]],kayconcept2019@gmail.com,,
222448,,JESSE YUAN,INVESTMENT PROFESSIONAL - ASSOCIATE,BEOWULF ENERGY / TERAWULF,yuan@beowulfenergy.com,9493383413,
230399,,Jorina King -,,Jorina King [[Unknown]],kings324@protonmail.com,,
10795846,Inactive Investor,Daniel Priwin,,"Global Financial Services, L.L.C.",dpriwin@globalhou.com,,Salesforce
11160280,Inactive Investor,Karen Gray,,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
10604373,,Bill Dobbs,Financial Planner,Swan Financial Services,bill@swanfinancialservices.net,9169211571,List Import
11237246,Inactive Investor,Jordan Quinonez,Advisor,Maslow Wealth Advisors,jquinonez@maslow-wealth.com,,Salesforce
9644839,,Zhang Fangyu,,,187261557@qq.com,,List import
9622473,,Darnell Manzano,,,carmelom1486@gmail.com,,List import
11201020,Inactive Investor,Nathan Preuss,,Wintrust Investments LLC,npreuss@wintrustwealth.com,,Salesforce
10860098,Inactive Investor,Aryan Fahimy,,"Wells Fargo Clearing Services, LLC San Clemente CA 601 N El Camino Real",aryan.fahimy@wellsfargo.com,,Salesforce
8948876,,Elizabeth Deal,,,yolobae64@gmail.com,,Web form fillout
10753557,Inactive Investor,Tonya Sutton,,"Wells Fargo Clearing Services, LLC Midland TX 508 W Wall St",tonya.sutton@wfadvisors.com,,Salesforce
11113439,Inactive Investor,Scott Stambaugh,Financial Advisor,LPL Financial LLC Chico CA Private Residence,scott.stambaugh@lpl.com,,Salesforce
10811611,Inactive Investor,Steven Lutz,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Cincinnati OH 221 E 4th St,steven.d.lutz@morganstanley.com,,Salesforce
11168816,Inactive Investor,Shannon Thomas,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",shannon.thomas@tiaa.org,,Salesforce
10867163,Inactive Investor,Rachel Meyer,Executive Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,rachel.meyer@jpmorgan.com,,Salesforce
10894476,Inactive Investor,Kelly Smith,,Park Avenue Securities LLC Irvine CA 2875 Michelle,kelly_smith@glic.com,,Salesforce
10840152,Inactive Investor,Kyle Lahonta,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",kyle.lahonta@nm.com,,Salesforce
9630178,,Emiliano Chavez,,,chavez.emiliano27@gmail.com,,List import
334075,,Richard Klapow,Manager,Argo Infrastructure Partners Lp,richard.klapow@argoip.com,212-521-5096,Manual List Upload
10964479,Inactive Investor,Adel Moussa,Relationship Banker,"Wells Fargo Clearing Services, LLC Arlington TX 5905 W Poly Webb Rd",,,Salesforce
6190937,,Oda Jilo,,Coinbase,odajuice87@gmail.com,2062790039,Web Form Fillout
200323,,Haydar Ural,,[Unknown],haydarural99@gmail.com,,source
10839234,Inactive Investor,Andrew March,Financial Advisor,Edward Jones Fulton MO 201 E Saint Eunice Rd,andy.march@edwardjones.com,,Salesforce
11021917,Inactive Investor,Shamel Samuel,,"Allstate Financial Services, LLC West Covina CA 550 N Azusa Ave",ssamuel@allstate.com,,Salesforce
9579402,,Vincent Salvato,,,vincent.salvato@voyafa.com,,List import
11199585,Inactive Investor,Brian Mccoy,Analyst;Vice President,Connors Investor Services Inc,bmccoy@connorsinvestor.com,,Salesforce
10898793,Inactive Investor,Derek Sensenig,Chief Operations Officer,"Encompass Advisory Services, LLC",derek@easadvice.com,,Salesforce
10804707,Inactive Investor,James Ernst,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",jim.ernst@raymondjames.com,,Salesforce
10987995,Inactive Investor,Theodore Bilden,,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",theodore.bilden@raymondjames.com,,Salesforce
10942426,Inactive Investor,David Price,Division Leader,PFS Investments Inc. Pleasant Hill MO 109 Wyoming St,dprice@primerica.com,,Salesforce
11041860,Inactive Investor,Donald Eich,,LPL Financial LLC Buffalo NY 656 N French Rd,donald.eich@lpl.com,,Salesforce
11021822,Inactive Investor,Theresa Bell,,Lazard Asset Management Securities LLC,,,Salesforce
9593927,,Allison Felix,,,allison@cassaday.com,,List import
11155947,Inactive Investor,Tiffany Polifka,Chief Compliance Officer;Financial Advisor;Financial Planner,Arnold Weitz & Co,,,Salesforce
11070006,Inactive Investor,Jeffrey Lazar,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 8751 W Broward Blvd",,,Salesforce
10782047,Inactive Investor,Andrew Swallender,Financial Advisor;Senior Vice President,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,andrew.swallender@morganstanley.com,,Salesforce
10835380,Inactive Investor,Harry Mewes,,Cetera Investment Services LLC Waukesha WI 151 E Saint Paul Ave,harry.mewes@ceterais.com,,Salesforce
9543363,,Cynthia Romagnolo,,,cynthia.romagnolo@fidelity.com,,List import
10906092,Inactive Investor,Christopher Kingsley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",christopher.kingsley@ml.com,,Salesforce
10659648,,Dimana Dimitrova,,,dimana.dimitrova@jpmorgan.com,,List Import
9566045,,Jim DeCarlo,,,jim.decarlo@wealthspire.com,,List import
10661617,,Lyman Howell,,,lhowell@regaloakfinancial.com,,List Import
11127987,Inactive Investor,Thomas O'Neill,,"Farmers Financial Solutions, LLC Rockwall TX 955 W Ralph Hall Pkwy",toneill@farmersagent.com,,Salesforce
10961449,Inactive Investor,Louis Wellmeier,,Edward Jones San Rafael CA 4306 Redwood Hwy,louis.wellmeier@edwardjones.com,,Salesforce
10975333,Inactive Investor,Eudora Graffaree-Robinson,,State Farm VP Management Corp. Newark OH 23 Forry St,eudora.graffaree-robinson.dr1t@statefarm.com,,Salesforce
11197040,Inactive Investor,Daniel Iscra,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",daniel_iscra@ml.com,,Salesforce
11134407,Inactive Investor,Patrick Baker,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Rancho Palos Verdes CA 31250 Palos Verdes Dr W,patrick.baker@jpmorgan.com,,Salesforce
11039728,Inactive Investor,Jodi Steczynski,Client Specialist,Robert W. Baird & Co. Incorporated Covington KY 909 Wrightsummit Pkwy,jstecynski@rwbaird.com,,Salesforce
9573648,,Konstantin Stoyanov,,,kstoyanov@discap.com,,List import
233673,, -,,[Unknown],dpassmore@mackmcclain.com,,Organic Search
11199595,Inactive Investor,Angel Cruz,President,"Cruz Wealth Management, LLC",acruz@cruzwm.com,,Salesforce
9548487,,Ken Lamb,,,kenlen9@gmail.com,,List import
10683630,,mike anders,,,tallguy18@yahoo.com,,Web Form Fillout
9603048,,Kirill Miroshnichenko,,,kirill.miroshnic@gmail.com,,List import
9597272,,Sarah Burnett,,,sburnett@montvue.com,,List import
10900648,Inactive Investor,Jamie Swanbom,,"Cambridge Investment Research, Inc. Aurora CO 3131 S Vaughn Way",jamieswanbom@cambridgeresource.com,,Salesforce
10967789,Inactive Investor,Blair Main,,Fidelity Brokerage Services LLC,blair.solberg@fidelity.com,,Salesforce
1001678,Inactive Investor,Keith Seibert,"Managing Director, Hedge Funds & Public Markets",C.M. Capital Advisors,keith@cmcapitaladvisors.com, +1 650 326 6480,
10487493,,Connor Fleming,Financial Advisor,Morgan Stanley,connor.fleming@morganstanley.com,,List Import
10942325,Inactive Investor,Valerie Schnell,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,vschnell@allianceg.com,,Salesforce
11006225,Inactive Investor,Justin Pill,,Edward Jones Rutland VT 170 S Main St,,,Salesforce
233868,, -,,[[Unknown]],kevinhoward073@gmail.com,,Paid Search
11031189,Inactive Investor,Forrest Foster,,"Farmers Financial Solutions, LLC Brentwood TN 1585 Mallory Ln",ffoster@farmersagent.com,,Salesforce
241409,,Raymond Ciccarelli,"Vice-President, Owner",Ciccarelli Advisory Services Inc,ciccadv@cas-rocny.com,239-262-6577,Manual List Upload
10958225,Inactive Investor,Mashaal Khalid,,"Sanford C. Bernstein & Co., LLC",mashaal.khalid@bernstein.com,,Salesforce
10827463,Inactive Investor,Brian Nickerson,Director - Corporate Retirement;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,brian.a.nickerson@morganstanley.com,,Salesforce
11172694,Inactive Investor,Sidney Greeley,,"Northwestern Mutual Investment Services, LLC Westborough MA 1400 Computer Dr",s.t.greeley@nm.com,,Salesforce
10866944,Inactive Investor,Carol Thomas,Operations;Principal;Vice President;Vice President - Operations,MG Financial LLC Braintree MA 30 Braintree Hill Park,carol_thomas@mgfinancial.com,,Salesforce
11073687,Inactive Investor,Jacqueline Bookman,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,jackie.bookman@morganstanley.com,,Salesforce
11193888,Inactive Investor,Deborah Errath,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,deborah.errath@morganstanley.com,,Salesforce
338587,,Michel Broch,Member Of The Board Of Directors,Hyposwiss Advisors Sa,michel.broch@mirelisadvisors.ch, -107822,Manual List Upload
10838702,Inactive Investor,Kevin O'Neill,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",koneill@ml.com,,Salesforce
9554645,,Ann-marie Sarabia,,,asarabia@firstcitycapitalmanagement.com,,List import
10947039,Inactive Investor,Brian Hendey,Financial Consultant,"Principal Securities, Inc. Vadnais Heights MN Private Residence",,,Salesforce
336649,,Jonathan Robb,,"Mesirow Financial Investment Management, Inc.",jrobb@mesirowfinancial.com,800-621-4421,Manual List Upload
11003983,Inactive Investor,Savannah Breen-Molina,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11066324,Inactive Investor,Thomas Polito,Private Client Financial Advisor,"Citizens Securities, Inc. Franklin Square NY 675 Hempstead Tpke",thomas.polito@citizensbank.com,,Salesforce
10603768,,Alec Henry,"Chief Investment Officer, Co-Chief Investment Officer",Eagle Capital Management LLC,ahenry@eaglecap.com,,List Import
10913591,Inactive Investor,Bergin Keegan,,Vanguard Marketing Corporation,bergin_keegan@vanguard.com,,Salesforce
11254705,Inactive Investor,Cesar Filho,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
10849505,Inactive Investor,Gregory Rademacher,President,"Buttonwood Partners, Inc.",greg@btnwd.com,,Salesforce
11026111,Inactive Investor,Skye Taber,Client Advisor;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,skye.taber@jpmorgan.com,,Salesforce
10612720,,Evan Ross,Financial Advisor,,evan.ross@lpl.com,,List Import
10756904,Inactive Investor,Ryan Finn,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,ryan.finn1@morganstanley.com,,Salesforce
10840689,Inactive Investor,Brentt Shropshire,,"Cambridge Investment Research, Inc. Addison TX 15851 Dallas Pkwy",bshropshire@adaptfa.com,(405) 478-7700,Salesforce
10488152,,Keith Evans,"Financial Advisor, Senior Vice President",Morgan Stanley,keith.evans@morganstanley.com,,List Import
11026396,Inactive Investor,Isabella Loughlin,Relationship Manager,"Cobblestone Capital Advisors, LLC",,,Salesforce
11050276,Inactive Investor,Matthew Sassani,,Cooper McManus,,,Salesforce
10805214,Inactive Investor,Kevin Hammer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",,,Salesforce
10898465,Inactive Investor,Michele Spruell,Branch Manager,Key Investment Services LLC Storrs Mansfield CT 596 Middle Tpke,michele_spruell@kisinvestments.com,,Salesforce
10606397,,Frank Chou,"Managing Director, Market Manager","Wells Fargo Clearing Services, LLC",frank.chou@wellsfargoadvisors.com,973-564-6987,List Import
10510566,,Natasha Selzer,AVP,"Nasdaq, Inc.",natasha.selzer@nasdaq.com,,List Import
9541823,,David Morton,,,dmorton@gvcaponline.com,,List import
11186548,Inactive Investor,Janet Baker,,J.P. Morgan Securities LLC North Port FL 17499 Tamiami Trl,janet.k.baker@jpmorgan.com,,Salesforce
11021900,Inactive Investor,Rebecca Spencer,,"Osaic Wealth, Inc. Provo UT 5314 N 250 W",,,Salesforce
248432,,Sibusiso Mabuza,CEO,ALUWANI Capital Partners,sibusiso@aluwani.com,,Manual List Upload
9555077,,Clasen Porter,,,cclasen@bokf.com,,List import
11191362,Inactive Investor,Agnieszka Valenta,,"Sound Income Strategies, LLC Westbrook CT 1921 Boston Post Rd",,,Salesforce
10919608,Inactive Investor,Jay Barclay,,"Osaic Wealth, Inc. Indianapolis IN 9165 Otis Ave",,,Salesforce
351553,,Erin Lee,New Business Processor,"Shp Wealth Management, Llc",erinl@shpne.com,508-746-2400,Manual List Upload
11193744,Inactive Investor,Nicolette Murray,,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",nmurray@nationallife.com,,Salesforce
11003661,Inactive Investor,Holly Yip,,"Farmers Financial Solutions, LLC",,,Salesforce
10971013,Inactive Investor,Morgan Lynch,Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. Sacramento CA 621 Capitol Mall",morgan.lynch@usbank.com,,Salesforce
10943283,Inactive Investor,William Wattel,,B. Riley Wealth Management Westbury NY 1400 Old Country Rd,,,Salesforce
10925009,Inactive Investor,Kimberly Slatky,,"Ameriprise Financial Services, LLC New Haven CT 545 Long Wharf Dr",,,Salesforce
10962780,Inactive Investor,Clifford Kwartner,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",ckwartner@massmutual.com,,Salesforce
11217157,,Elizabeth Bethel,,,elizabeth.neal@edwardjones.com,,Other
11260974,Inactive Investor,Ryan Smith,,"SMART Wealth, LLC Cincinnati OH 9435 Waterstone Blvd",,,Salesforce
10991083,Inactive Investor,Amanda Crossett,,"Northwestern Mutual Investment Services, LLC New Hartford NY 19 Campion Rd",amanda.crossett@nm.com,,Salesforce
10613127,,Jennifer Polidori,"Assistant Vice President, Senior Financial Advisor, Vice President",,jennifer.polidori@ml.com,,List Import
11094896,Inactive Investor,Cynthia Thackham,,"Truist Investment Services, Inc. Anderson SC 4007 Clemson Blvd",cynthia.thackham@truist.com,,Salesforce
9573154,,Jason Eisen,,,jason.eisen@bluearrow-llc.com,,List import
9543388,,Al Miller,,,aem9874@gmail.com,,List import
9642607,,Eka Hadi,,,ekahad391@gmail.com,,List import
10854695,Inactive Investor,Mark Briney,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",mark.briney@nm.com,,Salesforce
9598943,,David Rahn,,,dave@avaloncapital.com,,List Import
10977549,Inactive Investor,Amanda Prior,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,amanda.prior@fidelity.com,,Salesforce
10936552,Inactive Investor,Felipe Gomez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11183042,Inactive Investor,Brielle Brownlee,,"U.S. Bancorp Investments, Inc. Henderson NV 1440 Paseo Verde Pkwy",,,Salesforce
10775307,Inactive Investor,John Shevlin,Financial Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,john_t_shevlin@glic.com,,Salesforce
10915951,Inactive Investor,Priti Huisinga,Financial Advisor,Edward Jones Temecula CA 29073 Overland Dr,priti.huisinga@edwardjones.com,,Salesforce
11089923,Inactive Investor,James Rice,Chief Compliance Officer;Chief Executive Officer;President,"Brokaw Rice Investment Advisors, Incorporated",jim@brokawrice.com,,Salesforce
11154645,Inactive Investor,Hien Tran,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
11235031,Inactive Investor,Lynn Petkus,Advisor,Edelman Financial Engines Longwood FL Private Residence,,,Salesforce
1003276,Inactive Investor,Jan Ivar Strømme,,Alphaplate,j@alphaplate.io,,
10999462,Inactive Investor,Edgar Dominguez,,J.P. Morgan Securities LLC Berkeley Heights NJ 96 Snyder Ave,edgar.dominguez@jpmorgan.com,,Salesforce
11165642,Inactive Investor,Aaron Dykstra,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",aaron.s.dykstra@wellsfargo.com,,Salesforce
10972299,Inactive Investor,Fred Khalil,,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,fred.khalil@chase.com,,Salesforce
10774568,Inactive Investor,William Bello,Branch Manager;Chartered Retirement Planning Counselor;Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Sea Girt NJ 2150 Hwy 35,william.bello@morganstanley.com,,Salesforce
9585029,,Grant Johnson,,,grant@esportsentertainment.com,,List import
10595947,Inactive Investor,Robert Garon,,Robert Garon,,5044955755,Salesforce
10942255,Inactive Investor,Eileen Staub,,M. S. Howells & Co. Jeffersonville IN 607 N Shore Dr,,,Salesforce
10876777,Inactive Investor,Shi Fu,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,shi.fu@fidelity.com,,Salesforce
9553354,,j f,,,finstonfreelance@gmail.com,,List import
9556392,,Brian Johnson,,,brian83.bj@gmail.com,,List import
103900,,Mary Posch,,Mary posch,jbrahms@san.rr.com,858-229-0334,
11026108,Inactive Investor,Mitchell Ratzlaff,,State Farm VP Management Corp. Dallas OR 488 E Ellendale Ave,mitch.ratzlaff.ssow@statefarm.com,,Salesforce
10845295,Inactive Investor,Leslie Golden,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",leslie.golden@ampf.com,,Salesforce
11008633,Inactive Investor,William Stewart,,"Northwestern Mutual Investment Services, LLC Farmville VA 2787 W 3rd St",william.stewart@nm.com,,Salesforce
10820834,Inactive Investor,Dylan Cleary,Financial Advisor,Morgan Stanley Denver CO 1550 Market St,dylan.cleary@morganstanley.com,,Salesforce
10993582,Inactive Investor,Breana Bevills,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 9354 Wilshire Blvd",breana.bevills@wellsfargo.com,,Salesforce
10933873,Inactive Investor,Joseph Bendek,,"Woodmen Financial Services, Inc.",jbbendek@woodmen.org,,Salesforce
11058858,Inactive Investor,Thomas Fisher,,Cetera Advisor Networks LLC Hudson MA 1 Cabot Rd,,,Salesforce
10852129,Inactive Investor,John Copouls,,"Osaic Wealth, Inc. Minneapolis MN 5151 Edina Industrial Blvd",,,Salesforce
10845047,Inactive Investor,Joanne Mitchell,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 1525 W W T Harris Blvd",joanne.mitchell@wellsfargoadvisors.com,,Salesforce
11254764,Inactive Investor,Kevin Wong,,NYLIFE Securities LLC New York NY 420 Lexington Ave,,,Salesforce
11030383,Inactive Investor,Robin Gann,Financial Advisor,"Ameriprise Financial Services, LLC Little Rock AR 415 N McKinley St",robin.gann@ampf.com,,Salesforce
11034643,Inactive Investor,Aimee Mundy-Ellison,,"FBL Marketing Services, LLC Miami AZ 520 W Live Oak St",aimee.mundy-ellison@fblfinancial.com,,Salesforce
9614357,,Cara Familet,,,cara@cfl3.org,,List import
11160076,Inactive Investor,Sarah Leffel,,BNY Mellon Securities Corporation New York NY 200 Park Ave,,,Salesforce
10936339,Inactive Investor,Alicia McKie,Director - Wealth Management,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",amckie@massmutual.com,,Salesforce
11208326,Inactive Investor,Ryan Gaydou,,"Citizens Securities, Inc.",ryan.gaydou@citizensbank.com,,Salesforce
10894767,Inactive Investor,Caitlin Neville,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10886112,Inactive Investor,Joshua Mcneil,,"Truist Investment Services, Inc. Mooresville NC 232 Williamson Rd",evan.mcneil@truist.com,,Salesforce
10873083,Inactive Investor,Kristopher Feeler,Financial Advisor,Edward Jones Fairfield Bay AR 120 Village Pl,kristopher.feeler@edwardjones.com,,Salesforce
11033994,Inactive Investor,Luke Gradoville,,"Osaic Wealth, Inc. Cedar Rapids IA 4840 N River Blvd NE",,,Salesforce
11079710,Inactive Investor,James Morman,Financial Advisor,Edward Jones Sparks NV 325 Harbour Cove Dr,jim.morman@edwardjones.com,,Salesforce
11152950,Inactive Investor,Michael Furrer,Financial Advisor,LPL Financial LLC Spokane WA 835 N Post St,michael.furrer@lpl.com,,Salesforce
10822243,Inactive Investor,Ty Keenum,Financial Advisor;Registered Principal,"Wells Fargo Advisors Financial Network, LLC Decatur AL 826 Bank St NE",ty.keenum@wellsfargoadvisors.com,,Salesforce
9602658,,Shashi Kosalram,,,shashi.kosalram@gmail.com,,List import
9548717,,Ronni Deenen,,,silverslide@live.nl,,List import
10754124,Inactive Investor,Jon Randall,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",,,Salesforce
10940792,Inactive Investor,Joseph Cosenza,,"Ameritas Investment Company, LLC Garden City NY 377 Oak St",jcosenza@ameritas.com,,Salesforce
333112,,William Schwartz,"Investment Committee, Managing Director - Wealth Management",Wealthspire,bill.schwartz@wealthspire.com,(703) 734-8000,
11091778,Inactive Investor,Joseph Kettering,,"Pruco Securities, LLC. Pittsburgh PA 7950 Saltsburg Rd",joseph.kettering@prudential.com,,Salesforce
11162037,Inactive Investor,Christina Zins,Chief Compliance Officer;Vice President;Wealth Advisor,"Summit Wealth Management Group, Inc.",info@yoursummitwealth.com,,Salesforce
11195392,Inactive Investor,Eric Lamprecht,,"N.I.S. Financial Services, Inc.",,,Salesforce
10619095,,Steven Zimmerman,,,steve.zimmerman@morganstanley.com,,List Import
9555836,,William Middlebrooks,,,williamm@peninsulaasset.com,,List import
10914411,Inactive Investor,Mark Butterworth,Chief Compliance Officer;Financial Advisor;Owner,Butterworth Financial LLC,mark@butterworthfinancial.net,,Salesforce
9590209,,James Walker,,,jimwalker2727@trythe.net,,List import
10787420,Inactive Investor,Doel Garciaromero,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
10796835,Inactive Investor,Juan Benavides,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",juan_benavides@ml.com,,Salesforce
11208541,Inactive Investor,Jennifer Hickman,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11007508,Inactive Investor,Adriana Beltran-Romeo,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
211830,,Sarah Chen,Counsel,Celsius Network,sarahchenweiyang@gmail.com,,Content
11255175,Inactive Investor,Jenna DeMoss,Financial Advisor,AssuredPartners Investment Advisors Nashville IL 9627 Wall St,,,Salesforce
10844660,Inactive Investor,Ellen Mussell,,"Raymond James Financial Services, Inc. Burlington NC 3101 S Church St",ellen.mussell@raymondjames.com,,Salesforce
10895108,Inactive Investor,Sergio Berumen,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,sergio.berumen@jpmorgan.com,,Salesforce
11114375,Inactive Investor,Vijay Patel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",vijay_patel@ml.com,,Salesforce
11169685,Inactive Investor,Christopher Eklund,,Lincoln Investment Pembroke MA 30 Corporate Park Dr,ceklund@lincolninvestment.com,,Salesforce
11193419,Inactive Investor,Dennis Stavinoha,Managing Member;President;Regulatory Contact,Wealth Covenant Group LLC,dennis@wealthcovenantgroup.com,,Salesforce
11166866,Inactive Investor,Vincent Avalos,Financial Advisor,Edward Jones Ridgecrest CA 425 Drummond Ave,vincent.avalos@edwardjones.com,,Salesforce
11031432,Inactive Investor,Brian Shim,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
201595,,mathieu bernard,,[Unknown],mathieu.bernard@ia.ca,,Organic Search
11065893,Inactive Investor,Gonzalo Medina,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
10892336,Inactive Investor,John Kissam,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11180085,Inactive Investor,Jeff Iunker,Financial Advisor,LPL Financial LLC Enumclaw WA 1231 Griffin Ave,jeff.iunker@lpl.com,,Salesforce
10836405,Inactive Investor,Adam Pearce,,Lincoln Investment Phoenix AZ 3101 N Central Ave,apearce@lincolninvestment.com,,Salesforce
10894797,Inactive Investor,Jordan Jung,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9540626,,Vince DePalma,,,vince.depalma@gs.com,,List Import
9631209,,Kyami Cayolla,,,kyami.cayolla@slalom.com,,List import
10997322,Inactive Investor,Dewan Abran,,J.P. Morgan Securities LLC New Hyde Park NY 350 Hillside Ave,dewan.abran@jpmorgan.com,,Salesforce
10939902,Inactive Investor,Kendra Korkus,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",kendra.korkus@nm.com,,Salesforce
345020,,louis took,,[Unknown],louis@bojuntech.com,,Content
10981775,Inactive Investor,Alexander Engel,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",alexander.engel@empower.com,,Salesforce
10960302,Inactive Investor,Richard Morales,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
10803816,Inactive Investor,Peter Arndt,,Park Avenue Securities LLC Irvine CA 2875 Michelle,peter_arndt@glic.com,,Salesforce
10772353,Inactive Investor,Marcos Edmiston,Financial Advisor;Vice President,Morgan Stanley Tampa FL 100 N Tampa St,marcos.edmiston@morganstanley.com,,Salesforce
9633310,,Jamie Kunchick,,,jkunchick@yahoo.com,,List import
11237129,Inactive Investor,John Faggio,Wealth Advisor,"Foundation Wealth & Tax Advisors, LLC",john.faggio@foundationwealthandtax.com,,Salesforce
9558771,,Nancy Biddle,,,nancy.biddle@fscadvisor.com,,List import
10938945,Inactive Investor,Sterling Smith,Investment Advisor,J.P. Morgan Securities LLC Littleton CO 9350 S Colorado Blvd,sterling.smith@jpmorgan.com,,Salesforce
9563590,,Frank Karpack,,,fkarpack@financialguide.com,,List import
10929080,Inactive Investor,Mary Wetzel,Associate Financial Advisor,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",mary.wetzel@rbc.com,,Salesforce
10873067,Inactive Investor,Evan Manson,Associate Vice President,Morgan Stanley Denver CO 1550 Market St,,,Salesforce
10889832,Inactive Investor,Lynda Housley,,State Farm VP Management Corp. Richardson TX 1415 State St,lynda.housley.bxhx@statefarm.com,,Salesforce
11228716,Inactive Investor,Zekai Sun,,J.P. Morgan Securities LLC Boston MA 280 Huntington Ave,zekai.sun@jpmorgan.com,,Salesforce
11234546,Inactive Investor,Caleb Krupp,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11187901,Inactive Investor,Margaret Holt,,"Truist Investment Services, Inc. Jacksonville FL 1200 Riverplace Blvd",peggy.holt@truist.com,,Salesforce
11017052,Inactive Investor,Corey Beard,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
231209,, -,,[Unknown],sshaughnessy@ocpws.com,,
9624418,,Donna Rittershausen,,,dritter@mainlineco.com,,List import
10646966,,Rebecca Sheets,,,rebecca.sheets@edwardjones.com,,List Import
10834092,Inactive Investor,William Cleaver,Associate Vice President - Investments;Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",william.cleaver@raymondjames.com,,Salesforce
11076290,Inactive Investor,Sherri Barton,,Sigma Financial Corporation Carleton MI 859 Monroe St,sbarton@sigmarep.com,,Salesforce
10611330,,Christopher Perry,Wealth Advisor,,cperry@commonwealth.com,,List Import
11138904,Inactive Investor,Kaitlyn Stathopoulos,Financial Advisor;Manager,TD Private Client Wealth LLC Manchester NH 1255 S Willow St,kaitlyn.stathopoulos@td.com,,Salesforce
10646934,,Scott Coffee,,,coffees@stifel.com,,List Import
10808798,Inactive Investor,Alexander Randi,,Evercore Group L.L.C.,alexander.randi@evercore.com,,Salesforce
10971751,Inactive Investor,Joshua Gableman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10617950,,Gregory Klos,,,gregory.klos@equitable.com,,List Import
10874612,Inactive Investor,Loretta Gervais,Financial Advisor,Edward Jones Slayton MN 2558 Broadway Ave,loretta.gervais@edwardjones.com,,Salesforce
226645,, -,,[[Unknown]],mbushery@gmail.com,,Initial Salesforce Import
10832009,Inactive Investor,Patrick Tierney,,Colliers Securities LLC Chicago IL 216 N May St,patrick.tierney@colliers.com,,Salesforce
11189358,Inactive Investor,Jennifer Kruse,,"Horace Mann Investors, Inc. Tucson AZ Private Residence",jennifer.kruse2@horacemann.com,,Salesforce
10964540,Inactive Investor,Joanie Yau,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",,,Salesforce
10826395,Inactive Investor,Tracey Palacios,,Morgan Stanley Houston TX 845 Texas St,tracey.pilgreen@morganstanleypwm.com,,Salesforce
233910,, -,,[[Unknown]],larry@alabris.com,,Advertising
9613300,,Henry Ravenell Ravenell,,,henry.ravenell@gmail.com,,List import
11144690,Inactive Investor,Marion Pitts,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
9554129,,Daniel Williams,,,247dew@gmail.com,,List import
11192619,Inactive Investor,John Williams,Wealth Advisor,"Bautis Financial, LLC",john@bautisfinancial.com,,Salesforce
9558357,,Gabriel Korach,,,gkorach@mesirowfinancial.com,,List import
10809805,Inactive Investor,Steven Grossman,Vice President - Investments,"Raymond James & Associates, Inc. Sarasota FL 2 N Tamiami Trl",steven.grossman@raymondjames.com,,Salesforce
11008245,Inactive Investor,Jason Davis,Financial Representative,Park Avenue Securities LLC Austin TX 9101 Burnet Rd,jason_davis@glic.com,,Salesforce
11229628,Inactive Investor,Donald Holt,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",,,Salesforce
9544753,,Jamie Parker,,,jamie.parker@valic.com,,List import
10770796,Inactive Investor,William Bohannan,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
9608984,,Austin Ellis,,,cmetotalcare@gmail.com,,List import
10766260,Inactive Investor,Mary Howard,Financial Advisor;Portfolio Manager,Morgan Stanley Bozeman MT 2200 W Main St,mary.e.howard@morganstanley.com,,Salesforce
10836603,Inactive Investor,Robert Sessa,Senior Vice President,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",rsessa@wisdirect.com,,Salesforce
11189327,Inactive Investor,Barry Fenchak,Financial Advisor,LPL Financial LLC State College PA Private Residence,barry.fenchak@lpl.com,,Salesforce
10808080,Inactive Investor,Michael Gabay,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,michael.a.gabay@morganstanley.com,,Salesforce
11037610,Inactive Investor,Ryan Byrnes,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ryan_byrnes@vanguard.com,,Salesforce
11182808,Inactive Investor,Mario Ponczek,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,mario.ponczek@ubs.com,,Salesforce
9594190,,Suhail Arain,,,s.arain@pyrford.co.uk,,List import
353234,,Nicholas Gaal,Analyst,M Square,ngaal@msquare.com.br,,Event
9544950,,Thozama Funwayo,,,tthozma@gmail.com,,List import
11218695,,Luke Polak,,,luke.polak@rbc.com,,Other
10923160,Inactive Investor,Rowena Fitzgerald,Financial Advisor,LPL Financial LLC Great Falls MT 300 Central Ave,rowena.fitzgerald@lpl.com,,Salesforce
11143536,Inactive Investor,Rick Bower,Financial Advisor,"Principal Securities, Inc. Muscatine IA 119 Sycamore St",bower.rick@principal.com,,Salesforce
10797787,Inactive Investor,John Carlson,,State Farm VP Management Corp. Evanston IL 829 Main St,johncarlson@statefarm.com,,Salesforce
33428,,Royal Kennard,,"Transamerica Financial Advisors, Inc",royal.kennard@transamerica.com,208-557-0101,
10947038,Inactive Investor,Phillip Hill,,PFS Investments Inc. Derwood MD 7642 Standish Pl,phillip.hill@primerica.com,,Salesforce
11116926,Inactive Investor,Patricia Napolitano,,"Mutual of Omaha Investor Services, Inc. Lake Mary FL 1064 Greenwood Blvd",pat.napolitano@mutualofomaha.com,,Salesforce
81694,,Nelson Gonzalez,"Financial Planner, Partner","Amicus Financial Advisors, LLC",gonzalez@amicusadvisors.com,,
9612853,,JJ Israel,,,jjisrael@gmail.com,,List import
9581034,,Tiago Dos Santos,,,tdosantos97@gmail.com,,List import
11089729,Inactive Investor,Linda Smith,Shareholder,Investors Capital Management Inc,,,Salesforce
11029345,Inactive Investor,Ryan Leonard,,J.P. Morgan Securities LLC Alameda CA 2270 Otis Dr,,,Salesforce
9563149,,Nicole Bradley,,,bradnico@amazon.com,,List import
11048515,Inactive Investor,Larry Gamboa,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairfield NJ 700 Us Hwy 46",larry.gamboa@wellsfargoadvisors.com,,Salesforce
11166872,Inactive Investor,Matthew Haffemann,Financial Advisor,"Mutual of Omaha Investor Services, Inc. La Crosse WI 100 Harborview Plz",matt.haffemann@mutualofomaha.com,,Salesforce
11144697,Inactive Investor,Gary Scarboro,,"Spartan Capital Securities, LLC",,,Salesforce
11189691,Inactive Investor,Adam Corpstein,,"Northwestern Mutual Investment Services, LLC Coralville IA 1303 5th St",adam.corpstein@nm.com,,Salesforce
11222839,,Michael Kane,,,mkane@ayco.com,,List Import
9610730,,reginald smith,,,reginaldsmith7777@gmail.com,,List import
10925012,Inactive Investor,Thomas Landy,Financial Professional,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",tlandy@htk.com,,Salesforce
11117679,Inactive Investor,Kevin Golden,Financial Advisor,"Ameriprise Financial Services, LLC Phoenix AZ 4040 E Camelback Rd",kgolden@ampf.com,,Salesforce
11054520,Inactive Investor,Mark Greco,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Melville NY 58 S Service Rd,mark.t.greco@morganstanley.com,,Salesforce
11157862,Inactive Investor,Steffen Perry,,Cetera Investment Services LLC Raleigh NC 501 Fayetteville St,,,Salesforce
9965016,,One Journeyone,,,1journeyone@gmail.com,,Web Form Fillout
11108231,Inactive Investor,James Henry,Financial Advisor,LPL Financial LLC Victoria TX 1717 N Laurent St,j.henry@lpl.com,,Salesforce
10871660,Inactive Investor,Freddie Rivera,,"R.M. Stark & Co., Inc.",frivera@rmstark.com,,Salesforce
11235808,Inactive Investor,Jeremy Aston,Financial Advisor,"Centennial Advisors, LLC",,,Salesforce
63030,,Chad Hatch,,Fidelity Personal and Workplace Advisors,chad.hatch@fmr.com,,
10990126,Inactive Investor,Vincent Guagenti,,LPL Financial LLC Denver CO 6000 E Evans Ave,vincent.guagenti@lpl.com,,Salesforce
9604225,,Jaime Diaz,,,jodiazvillamil@gmail.com,,List import
11102230,Inactive Investor,Hani Musleh,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,muslehh@ceteranetworks.com,,Salesforce
10954936,Inactive Investor,Jason Weiner,,J.P. Morgan Securities LLC La Mirada CA 15128 Rosecrans Ave,jason.m.weiner@chase.com,,Salesforce
240528,,Davis Susan,,Raymond James,susan.davis@raymondjames.com,,Event
11139437,Inactive Investor,Scott Sarnoff,Paraplanner,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",scott.sarnoff@ampf.com,,Salesforce
351963,,Hector Gonzalez,Associate,Glendower Capital,hector.gonzalez@glendowercapital.com,121-265-38400,Manual List Upload
10983819,Inactive Investor,Kelly Longden,,Thrivent Investment Management Inc. Jamestown ND 311 1st Ave S,kelly.longden@thrivent.com,,Salesforce
9569969,,Sunny Eom,,,eth1901@naver.com,,List import
10831704,Inactive Investor,Gregory Garl,,LPL Financial LLC Freeland MI 10344 Thor Dr,gregory.garl@lpl.com,,Salesforce
11229095,Inactive Investor,Max Vande Slunt,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10784309,Inactive Investor,Lindsay Hillas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",lindsay.hillas@ml.com,,Salesforce
10856925,Inactive Investor,Andrew Leonard,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",andrew.leonard@rbc.com,,Salesforce
10914820,Inactive Investor,Eric Charway,Financial Advisor,J.P. Morgan Securities LLC North Richland Hills TX 7000 Boulevard 26,eric.charway@jpmorgan.com,,Salesforce
9645576,,Mark Stubbs,,,mastubbs@hotmail.com,,List import
10970671,Inactive Investor,Jeremy Baker,,State Farm VP Management Corp. Columbia TN 1508 Hatcher Ln,,,Salesforce
9563680,,Edward Klarman,,,eklarman@sagepointadvisor.com,,List import
10785134,Inactive Investor,Paul Karabatsos,,Key Investment Services LLC Vermilion OH 4700 Liberty Ave,pkarabatsos@kisinvestments.com,,Salesforce
11121310,Inactive Investor,Matthew Malloy,,Neuberger Berman BD LLC,,,Salesforce
181485,,Tiffany Wallace,,[Unknown],tjhx29@gmail.com,,
10897526,Inactive Investor,Jesse Bohannon,Investment Specialist,Morgan Stanley Salt Lake City UT 60 E South Temple,jesse.bohannon@morganstanley.com,,Salesforce
11048123,Inactive Investor,Matthew Fleming,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
155489,,George Robey,,[Unknown],jubir@yahoo.com,,Paid Social
10944161,Inactive Investor,Corey Day,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
11140816,Inactive Investor,Catherine Santiago Toca,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",cathy.santiago@ml.com,,Salesforce
11020112,Inactive Investor,Peter Vonhalle,,LPL Financial LLC Little Falls NJ 48 Notch Rd,peter.vonhalle@lpl.com,,Salesforce
198337,,Nabil Ez-zaoui,,[Unknown],nabil.ezzaoui@gmail.com,,
11118535,Inactive Investor,Stephanie Hu,,Fidelity Brokerage Services LLC,,,Salesforce
10870401,Inactive Investor,Anne Castro,Member;Owner,"G.B. Allen Associates, Inc.",,,Salesforce
521,,,,,davidwilliams@inbox-informant.com,,
10646409,,Pasha Ghaemi,,,pasha.ghaemi@rbc.com,,List Import
10851219,Inactive Investor,Jose Dastas,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,jose.dastas@jpmorgan.com,,Salesforce
10919355,Inactive Investor,Pablo Miranda,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,pablo.miranda@fmr.com,,Salesforce
10963175,Inactive Investor,Kurt Altrichter,,"Life, Inc. Retirement Services Delaware OH Private Residence",,,Salesforce
11001866,Inactive Investor,Felix Menendez,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",felix.menendez@nm.com,,Salesforce
10974365,Inactive Investor,Eric Oppelz,Financial Advisor,LPL Financial LLC Saint Louis MO 5630 Telegraph Rd,eric.oppelz@lpl.com,,Salesforce
10616858,,Sarah Lehmer,,,sarah.lehmer@edwardjones.com,,List Import
344833,,Siobhan Acheson,Consultant Relations,Mfs Institutional Advisors Inc.,sacheson@mfs.com,617-954-5000,Manual List Upload
9555994,,James Winskie,,,jwinskie@massmutual.com,,List import
9575316,,Gerry V.,,,hello@symshark.com,,List import
11081850,Inactive Investor,Mark Mayer,Manager;Vice President,"Synovus Securities, Inc. Cumming GA 960 Buford Rd",markmayer@synovus.com,,Salesforce
9615636,,Robertino Basso,,,robertinobasso@hotmail.com,,List import
10861338,Inactive Investor,Bulent Algokce,,NYLIFE Securities LLC Edison NJ 379 Thornall St,balgokce@ft.newyorklife.com,,Salesforce
11140139,Inactive Investor,James Armer,Senior Investment Advisor,"CUSO Financial Services, L.P. Albuquerque NM 8321 Palomas Ave NE",,,Salesforce
11161305,Inactive Investor,Richard Grube,Assistant Complex Manager,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",richard.grube@rbc.com,,Salesforce
10851786,Inactive Investor,Juan Amador,Financial Advisor,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,juan.amador@citi.com,,Salesforce
11231313,Inactive Investor,Joseph Huynh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10950531,Inactive Investor,John Acton,,Momentum Independent Network Inc.,john.acton@momentumin.com,,Salesforce
11144362,Inactive Investor,Kimberly Rodriguez-Rivera,,Universal Financial Services Inc. Guaynabo PR 10 Calle 1,,,Salesforce
10803712,Inactive Investor,Steven Williams,Senior Vice President,"Raymond James & Associates, Inc. Salt Lake City UT 95 S State St",steven.r.williams@raymondjames.com,,Salesforce
11174159,Inactive Investor,Marc Cobane,Co-Founder;Partner,Alpha Financial Partners LLC,mcobane@alphaky.com,,Salesforce
10770299,Inactive Investor,Jessica Albino,,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,jessica.albino@ubs.com,,Salesforce
10995336,Inactive Investor,Erik Cortez,,"Wells Fargo Clearing Services, LLC Antioch CA 1715 A St",,,Salesforce
10858042,Inactive Investor,Dominick Palumbo,Premier Banker,"Wells Fargo Clearing Services, LLC Asbury Park NJ 1011 State Rte 35",,,Salesforce
11039643,Inactive Investor,Trobel Bloe,,Santander Securities LLC Providence RI 131 Elmgrove Ave,,,Salesforce
9550509,,Sherwin Coleman,,,sherwin.coleman@voyafa.com,,List import
10867720,Inactive Investor,Dan Wolfe,Financial Advisor,Momentum Independent Network Inc. Corydon IN 1297 Hillview Dr,danwolfe@hilltopnetwork.com,,Salesforce
10845004,Inactive Investor,Lacelle Stites,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",lacelle.stites@usbank.com,,Salesforce
10841883,Inactive Investor,Colin Cissne,,LPL Financial LLC Blue Bell PA Private Residence,colin.cissne@lpl.com,,Salesforce
9643501,,nicholas sung,,,benjamin0303@naver.com,,List import
9574055,,Michael Ginnings,,,mginnings@contrariancapital.com,,List import
10942872,Inactive Investor,Victoria Llanes,Associate Financial Advisor,Edward Jones Arlington TX 1004 N Bowen Rd,victoria.llanes@edwardjones.com,,Salesforce
9572690,,Paul Reiss,,,preiss@bloomtreepartners.com,,List import
235256,, -,,[[Unknown]],enrique.b52@hotmail.com,,Organic Search
11080938,Inactive Investor,Donald Moats,,"Allstate Financial Services, LLC Chambersburg PA 1495 Lincoln Way E",donaldmoats@allstate.com,,Salesforce
10782748,Inactive Investor,John Sulit,Vice President;Wealth Supervisor,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,john.sulit@us.hsbc.com,,Salesforce
10778843,Inactive Investor,John White,Corporate Retirement Director;Financial Advisor;First Vice President;Senior Institutional Consultant,Morgan Stanley Norwell MA 141 Longwater Dr,bennett.white@morganstanley.com,,Salesforce
9588319,,Francesco Provenzano,,,francescoprove@outlook.it,,List import
11071174,Inactive Investor,Joseph Topolski,,"Cambridge Investment Research, Inc. Sarasota FL Private Residence",,,Salesforce
11093107,Inactive Investor,Anthony Morris,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint George UT 1 S Main St",anthony.s.morris@wellsfargo.com,,Salesforce
9588004,,Lewis Ng,,,howtotrainyourblop@gmail.com,,List import
10880838,Inactive Investor,Edward Collins,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Owner,"Collins Wealth Management, Inc.",,,Salesforce
10765795,Inactive Investor,Jamie Pederson,Financial Advisor,Edward Jones Victoria MN 1750 Tower Blvd,jamie.pederson@edwardjones.com,,Salesforce
10946066,Inactive Investor,Tristan Bezzant,Financial Advisor,Edward Jones Westford MA 225A Groton Rd,tristan.bezzant@edwardjones.com,,Salesforce
10932001,Inactive Investor,Monte Cain,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10958684,Inactive Investor,Tyler Parise,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2099 Broadway,tyler.d.parise@jpmorgan.com,,Salesforce
10404149,,S Meyer,,,smeyerpgh@gmail.com,,Web Form Fillout
11197985,Inactive Investor,Kaylee Makel,,LPL Financial LLC,,,Salesforce
11141307,Inactive Investor,Jared Kettler,Financial Planner,PlanMember Securities Corporation Anchorage AK 2665 E Tudor Rd,jkettler@planmember.com,,Salesforce
9609814,,t salanon,,,t.salanon@gmail.com,,List import
44831,,Mark Taylor,Financial Planning Advisor,"VALIC Financial Advisors, Inc.",marksc.taylor@valic.com,803-743-2020,
11138425,Inactive Investor,Allan Gottlieb,Managing Director,"Raymond James & Associates, Inc. Atlanta GA 1000 Abernathy Rd NE",allan.gottlieb@raymondjames.com,,Salesforce
11100181,Inactive Investor,Andrew Bush,,Cetera Advisors LLC Baton Rouge LA 15015 Jamestown Blvd,andrew.bush@ceteraadvisors.com,,Salesforce
10755912,Inactive Investor,Harriet Detar,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",harriet_detar@ml.com,,Salesforce
11238360,Inactive Investor,Brian Mahoney,,"Sageview Advisory Group, LLC",bmahoney@sageviewadvisory.com,,Salesforce
10994992,Inactive Investor,Andrew Yost,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,,,Salesforce
9542866,,Anton Gingco,,,shajak@hmai.com,,List import
10919070,Inactive Investor,Sara Alley,,"Trustmont Financial Group, Inc. Anderson SC 106 Windham Dr",,,Salesforce
11111396,Inactive Investor,Juan Hildebran,,J.P. Morgan Securities LLC Plano TX 551 E 15th St,juan.hildebran@jpmorgan.com,,Salesforce
10489775,,Jeffrey Schiller,,"BFC Planning, Inc. Plano TX 4124 Dundee Ln",jschiller@berthel.com,,List Import
11204870,Inactive Investor,Robert Caballero,,PFS Investments Inc. Norcross GA 5825 Live Oak Pkwy,robertangelocaballero@primerica.com,,Salesforce
9560544,,Alfred Bogen,,,alfred.bogen@yahoo.com,,List import
9592557,,Abdul Milad,,,milad77@hotmail.co.uk,,List import
334200,,Jason Elder,Board Member,"Performance Trust Capital Partners, Llc",jelder@performancetrust.com,312-521-1000,Manual List Upload
10891390,Inactive Investor,Rashmina Lalani,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,rashmina.lalani@fmr.com,,Salesforce
11017247,Inactive Investor,Carson Mcgill,,"Northwestern Mutual Investment Services, LLC Clive IA 12289 Stratford Dr",carson.mcgill@nm.com,,Salesforce
10820420,Inactive Investor,Robert Sayre,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",robert.c.sayre@wellsfargoadvisors.com,,Salesforce
10793923,Inactive Investor,William De Cardenas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",william.de_cardenas@ml.com,,Salesforce
11081598,Inactive Investor,Heidi Morris-Mosbacher,Financial Advisor,Edward Jones Saint Louis MO 1610 Des Peres Rd,heidi.morris@edwardjones.com,,Salesforce
6297525,,Buch Hy,,,brotaem5@gmail.com,,Web Form Fillout
348194,,Richard Wiedl,"Member, managing Partner, investment Advisor Representative","Legacy Advisory Services, Llc",rwiedl@legacyadvisorypa.com,610-524-6801,Manual List Upload
10788381,Inactive Investor,Tyler Keel,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,tyler.keel@fidelity.com,,Salesforce
10854237,Inactive Investor,Robert Spencer,Investment Advisor,Fisher Investments,r.spencer@fi.com,,Salesforce
11195703,Inactive Investor,James Slaska,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",james.slaska@wellsfargo.com,,Salesforce
11201523,Inactive Investor,Kevin Mcquaid,Manager;Tax Matters Partner,Minot Deblois Advisors LLC Boston MA 50 Congress St,,,Salesforce
11181726,Inactive Investor,Brian Stokes,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,brian.stokes@morganstanley.com,,Salesforce
150064,,Allan Patel,,[Unknown],allancp28@gmail.com,,Webinar
11259869,Inactive Investor,Pooja Shenai,,J.P. Morgan Securities LLC Austin TX 12222 Research Blvd,pooja.shenai@jpmorgan.com,,Salesforce
9559436,,Justin Kaufman,,,jtkaufma@law.cardozo.yu.edu,,List import
11001856,Inactive Investor,James Collins,Wealth Advisor,"Fourth Dimension Wealth, LLC",,,Salesforce
9557053,,Cory Kent,,,cory.kent@suntrust.com,,List import
9638630,,Eric Fishman,,,efishman@hess.com,,List import
11049639,Inactive Investor,Mark Woods,,Momentum Independent Network Inc.,mark.woods@hilltopsecurities.com,,Salesforce
11163069,Inactive Investor,John Frankola,Chief Executive Officer;Portfolio Manager;President;Principal;Regulatory Contact,"Vista Investment Management, LLC",,,Salesforce
9625364,,Sebastiaan Houtgraaf,,,s_houtgraaf@icloud.com,,List import
10818383,Inactive Investor,Angela Kiefer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",anne.kiefer@rbc.com,,Salesforce
11212561,Inactive Investor,Nicholas Purcell,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",nicholas.purcell@lfg.com,,Salesforce
65236,,Thomas Gallagher,Financial Services Professional,"MML Investors Services, LLC",gallaghert@financialguide.com,210-342-4141,
10773598,Inactive Investor,Ronald Butler,Financial Advisor,"Northwestern Mutual Investment Services, LLC Bozeman MT 1276 N 15th Ave",michael.butler@nm.com,,Salesforce
10814557,Inactive Investor,Dennis Kalinin,Senior Vice President,J.P. Morgan Securities LLC Huntington Beach CA 19461 Main St,dennis.kalinin@jpmorgan.com,,Salesforce
11024711,Inactive Investor,Amy Cook,Financial Advisor;Vice President,Morgan Stanley Decatur AL 300 Market St NE,amy.cook@morganstanley.com,,Salesforce
10916298,Inactive Investor,Robert Chastain,,"Intercarolina Financial Services, Inc.",lchastain@intercarolina.net,,Salesforce
11229094,Inactive Investor,Alvaro Perez,,Goldman Sachs & Co.,,,Salesforce
11065661,Inactive Investor,Grant Juth,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,grant.juth@ubs.com,,Salesforce
1208706,,Jeremy Lung,,,jlungpp1@gmail.com,,Web form fillout
10781968,Inactive Investor,Karen Luckoski,,Key Investment Services LLC Dayton OH 4000 Linden Ave,karen_luckoski@kisinvestments.com,,Salesforce
11097862,Inactive Investor,Robert Lyles,Chief Executive Officer;Financial Advisor,Storehouse Investments LLC,,,Salesforce
10947666,Inactive Investor,Chaunceey Johnson,,Fidelity Brokerage Services LLC,,,Salesforce
9631133,,Amit Bhola,,,amitbhola88@gmail.com,,List import
10837688,Inactive Investor,James McDonald,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jj.mcdonald@ubs.com,,Salesforce
10853811,Inactive Investor,Mrunal Patel,Senior Business Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",mrunal.patel@rbc.com,,Salesforce
11176644,Inactive Investor,Kathy Hammock,Financial Advisor,"Stonewall Asset Mgmt., Inc. Forsyth GA 140 Fairway Run",kathy.hammock@stonewallasset.com,,Salesforce
10659804,,Michael Herberg,,,michael.gpirc@farmersagency.com,,List Import
9620381,,Gerald Laurain,,,gwlaurain@ftb.com,,List import
9574922,,Carlos Díaz,,,cmdiaz715@gmail.com,,List import
9580980,,Travis Turney,,,travis@travisturney.com,,List import
10834466,Inactive Investor,Timothy Crawford,Financial Advisor;First Vice President;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",tim.crawford@rbc.com,,Salesforce
10863568,Inactive Investor,Tu Bui,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",tu.bui@tfaconnect.com,,Salesforce
11008250,Inactive Investor,Steve Kowal,,PFS Investments Inc. Sugar Land TX 1470 First Colony Blvd,skowal@primerica.com,,Salesforce
10852248,Inactive Investor,Edward Woehlcke,Chief Compliance Officer;Managing Member;Managing Partner,Valley Financial Group,ed@valleyfinancial.com,,Salesforce
11231318,Inactive Investor,George Adamietz,,Vanguard Marketing Corporation,george_adamietz@vanguard.com,,Salesforce
9586190,,Colleen Lynch,,,clynch@coatue.com,,List import
10988007,Inactive Investor,Jacob Surratt,,Country Capital Management Company Springfield IL 3028 Happy Landing Dr,jake.surratt@countryfinancial.com,,Salesforce
10908700,Inactive Investor,Benjamin Stasko,Financial Advisor,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",benjamin.stasko@nm.com,,Salesforce
9550245,,SAMUEL ELLSBERRY,,,samporya@gmail.com,,List import
10875610,Inactive Investor,Cindy Zeng,Chief Technology Officer;Co-Founder;Managing Partner,Scout Clifton Park NY 9 Nottingham Way S,,,Salesforce
11136050,Inactive Investor,Steven Blandino,,Commonwealth Financial Network Redwood City CA 303 Twin Dolphin Dr,sblandino@commonwealth.com,,Salesforce
11179749,Inactive Investor,Donna Rhodes,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",donna.rhodes@nm.com,,Salesforce
11078254,Inactive Investor,Zachary Hill,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",zachary.s.hill@nm.com,,Salesforce
231474,, -,,[[Unknown]],apage234@aol.com,,Paid Search
11189188,Inactive Investor,Stephanie Vaughn,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,stephanie.d.vaughn@jpmorgan.com,,Salesforce
10858806,Inactive Investor,Brenden Bowers,Financial Advisor,"Ameriprise Financial Services, LLC Fall River MA 275 Martine St",brenden.x.bowers@ampf.com,,Salesforce
11038911,Inactive Investor,Paul Balog,,Chelsea Financial Services,pbalog@chfs.com,,Salesforce
11188362,Inactive Investor,Robert Rolfe,,Jefferies LLC Richmond VA 919 E Main St,rrolfe@jefferies.com,,Salesforce
10870505,Inactive Investor,Frank Guzzone,Financial Advisor,LPL Financial LLC Long Beach NY 1009 W Beech St,frank.guzzone@ml.com,,Salesforce
10659613,,Sarah Deskovich,,,sarah.deskovich@lpl.com,,List Import
11003131,Inactive Investor,Luke Copko,Financial Advisor,Edward Jones Ridgefield WA 2 S 56th Pl,luke.copko@edwardjones.com,,Salesforce
11130064,Inactive Investor,Michael Beary,Chief Compliance Officer;Managing Partner,"Greenleaf Financial Network, LLC",mbeary@greenleaffn.com,,Salesforce
9643795,,Samuel Medina,,,samuelmedina@mac.com,,List import
11010979,Inactive Investor,Wilson Tam,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",wilson.tam@equitable.com,,Salesforce
11091345,Inactive Investor,Ramon Prats,Complex Sales Manager,UBS Financial Services Inc. Miami FL 100 SE 2nd St,ramon.prats@ubs.com,,Salesforce
10930348,Inactive Investor,Gerardo Camacho,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",gerardo.camacho@transamerica.com,,Salesforce
10920401,Inactive Investor,Arun Soorakulanthakan,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",arun.soorakulanthakan@ml.com,,Salesforce
10812451,Inactive Investor,Michael McCaffrey,,Park Avenue Securities LLC East Hanover NJ Private Residence,michael_mccaffrey@glic.com,,Salesforce
11145895,Inactive Investor,Michael Tanis,,PFS Investments Inc. Woodland Hills CA 20750 Ventura Blvd,michael.tanis@primerica.com,,Salesforce
10997381,Inactive Investor,Leah Flaspohler,,"Kestra Investment Services, LLC Columbia MO 2000 Forum Blvd",,,Salesforce
11040685,Inactive Investor,James Ward,Financial Advisor,Edward Jones Wakefield RI 24 Salt Pond Rd,,,Salesforce
10505921,,Michael Melignano,MD,Raymond James,mcm517@yahoo.com,(617) 223-7815,List import
11020345,Inactive Investor,Natalie Shane,,J.P. Morgan Securities LLC Delafield WI 524 Genesee St,natalie.shane@chase.com,,Salesforce
10795523,Inactive Investor,Jonea Glaspie,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",jonea.glaspie@ml.com,,Salesforce
10811742,Inactive Investor,Alfred Landolph,,"MML Investors Services, LLC Newport Coast CA Private Residence",alandolph@financialguide.com,,Salesforce
10816011,Inactive Investor,Richard Schnier,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
10901377,Inactive Investor,David Slama,,J.P. Morgan Securities LLC,david.slama@jpmorgan.com,,Salesforce
10914723,Inactive Investor,Patricia Adrian,Wealth Advisor,LPL Financial LLC Oxnard CA 1921 N Oxnard Blvd,patricia.adrian@lpl.com,,Salesforce
10967564,Inactive Investor,Roman Khan,,"Transamerica Financial Advisors, Inc Los Angeles CA 11040 Santa Monica Blvd",roman.khan@tfaconnect.com,,Salesforce
11006418,Inactive Investor,Katherine Mooney,,Edward Jones,,,Salesforce
11024936,Inactive Investor,Aigul Bodnar,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10893530,Inactive Investor,Kolby Ripper,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10876295,Inactive Investor,Christopher Cole,,Goldman Sachs & Co.,,,Salesforce
10879389,Inactive Investor,Richard Engen,,"Great Plains Financial Services, LLP",,,Salesforce
10898997,Inactive Investor,Jonathan Corcoran,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10782288,Inactive Investor,Gerald Bykerk,,"Raymond James Financial Services, Inc. Grandville MI 4056 56th St SW",patrick.bykerk@raymondjames.com,,Salesforce
10907521,Inactive Investor,Blair Tushaus,Chief Investment Officer;Financial Advisor;Member;Partner;President,Tushaus Wealth Management,blair@tushausgroup.com,,Salesforce
10971102,Inactive Investor,Vickie Ferguson,,PFS Investments Inc. Fayetteville NC 2620 Bragg Blvd,vferguson@primerica.com,,Salesforce
11086105,Inactive Investor,Jeffery Zemp,Financial Advisor,"CUSO Financial Services, L.P. Las Vegas NV 7450 W Lake Mead Blvd",,,Salesforce
11021719,Inactive Investor,Chad Bridgers,,Cabot Lodge Securities LLC Fayetteville AR 3164 W Montrail Pl,chad.bridgers@clsecurities.com,,Salesforce
333277,,Stefan Revielle,,[Unknown],stefan.revielle@betm.com,646-584-2853,
10780543,Inactive Investor,Vartan Karakelian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",jack_karakelian@ml.com,,Salesforce
10978767,Inactive Investor,Richard Vertucci,Financial Advisor;Investment Operations Analyst,Salient Wealth Planning,richard@salientwealthplanning.com,,Salesforce
11135191,Inactive Investor,Michael Harvey,Financial Advisor,LPL Financial LLC Winfield KS 106 W 9th Ave,michael.harvey@lpl.com,,Salesforce
9543615,,Mohammad Salman,,,salmanturki@icloud.com,,List import
11236667,Inactive Investor,William Hamilton,Chief Financial Officer;Chief Investment Officer;Chief Technology Officer,"S.E.E.D. Planning Group, LLC",bhamilton@seedpg.com,,Salesforce
11021972,Inactive Investor,Rosanna Lora,,J.P. Morgan Securities LLC Boca Raton FL 17955 S Military Trl,rosanna.lora@jpmorgan.com,,Salesforce
11060313,Inactive Investor,Charles Bruce,,Cetera Advisor Networks LLC Saint Louis MO 11404 Gravois Rd,brucec@ceteranetworks.com,,Salesforce
9617252,,Michael Caruso,,,mctoasted@aol.com,,List import
10930237,Inactive Investor,Bryan Keller,Chief Strategic Officer,"Dakota Wealth, LLC",bkeller@dakotawm.com,,Salesforce
197687,,David Fleming,,United States,dgflem@optonline.net,,
10885083,Inactive Investor,Greg Jeppsen,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,greg.jeppsen@fidelity.com,,Salesforce
10855021,Inactive Investor,Jordan Burnett,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,jordan.burnett@fidelity.com,,Salesforce
11093567,Inactive Investor,Stephen Fitzsimmons,,"RBC Capital Markets, LLC Stamford CT 750 Washington Blvd",,,Salesforce
10862225,Inactive Investor,Betty Rodriguez,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,betty.rodriguez@opco.com,,Salesforce
10769695,Inactive Investor,Jeffrey Hodges,Branch Manager;Managing Director,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",,,Salesforce
10782154,Inactive Investor,Mark Buckalew,Branch Manager;Co-Branch Manager;Financial Consultant;Senior Vice President,D.A. Davidson & Co. Pocatello ID 275 S 5th Ave,mbuckalew@dadco.com,,Salesforce
11042182,Inactive Investor,Sheila Karaba,,"Osaic Wealth, Inc.",,,Salesforce
11190775,Inactive Investor,Michael Stock,Chief Compliance Officer;Portfolio Manager;President;Shareholder;Treasurer,Boltwood Capital Management,,,Salesforce
10974884,Inactive Investor,Karen Vilorio Muchnik,Associate Advisor,CWA Asset Management Group,karen.vilorio@capitalwealthadvisors.com,,Salesforce
10786967,Inactive Investor,Bradley Stewart,Private Wealth Financial Consultant;Vice President - Investments,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",bradley.stewart@wellsfargoadvisors.com,,Salesforce
10808793,Inactive Investor,Maiti Quill,Client Service Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,,,Salesforce
11013030,Inactive Investor,Maya Wakim,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,maya.wakim@fmr.com,,Salesforce
11181742,Inactive Investor,Minnie Maurer,Wealth Management Associate,Morgan Stanley Reading PA 1350 Broadcasting Rd,minnie.maurer@morganstanley.com,,Salesforce
10802639,Inactive Investor,David Lyon,Financial Services Representative,"MML Investors Services, LLC Birmingham AL 1143 1st Ave S",dlyon@financialguide.com,,Salesforce
9629653,,Max Gerard,,,mgerardo21@gmail.com,,List import
10853127,Inactive Investor,Damian Ornani,Board of Managers;Chief Executive Officer,Fisher Investments,d.ornani@fi.com,,Salesforce
10905573,Inactive Investor,Scott Bondurant,Chief Executive Officer;Founder,"Bondurant Investment Advisory, LLC",scott@sbondinvest.com,,Salesforce
9549893,,Christopher Perry,,,cperry@websterwealthadvisors.com,,List import
10929385,Inactive Investor,Brian Willey,,"Ameritas Investment Company, LLC Fairfax VA 4069 Chain Bridge Rd",,,Salesforce
9598453,,Brad Sackett,,,brad.sackett@outlook.com,,List import
10778723,Inactive Investor,Patricia Upton,,Morgan Stanley Sacramento CA 400 Capitol Mall,patricia.upton@morganstanley.com,,Salesforce
10810183,Inactive Investor,Barbara Natale,,PNC Investments Clarendon Hills IL 300 Holmes Ave,barbara.natale@pnc.com,,Salesforce
10888789,Inactive Investor,Jeffrey Wagner,Managing Partner,"LVW Advisors, LLC",jwagner@lvwadvisors.com,,Salesforce
10867148,Inactive Investor,Ethan Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ethan.jones@fidelity.com,,Salesforce
11207164,Inactive Investor,Carlin Green,Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",carlin.green@equitable.com,,Salesforce
10829068,Inactive Investor,Jennifer Brown,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,jennifer.wagener@morganstanley.com,,Salesforce
10755455,Inactive Investor,Scott Calhoun,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",scott_calhoun@ml.com,,Salesforce
10856565,Inactive Investor,Charles Snyder,,"Allstate Financial Services, LLC Lancaster NY 3725 Walden Ave",charlessnyder@allstate.com,,Salesforce
11137395,Inactive Investor,Mikal Weaver,,"Farmers Financial Solutions, LLC Nederland TX 1904 Nederland Ave",mweaver@farmersagent.com,,Salesforce
9547763,,Randy Sharp,,,randysharp1224@gmail.com,,List import
10970532,Inactive Investor,Ryan Traina,,"CUSO Financial Services, L.P. Anaheim CA 5495 E La Palma Ave",,,Salesforce
10882741,Inactive Investor,Sarah Goldberg,,"Osaic Wealth, Inc. Beverly Hills CA 8665 Wilshire Blvd",,,Salesforce
11262276,Inactive Investor,Scott Lange,Partner,Camden Asset Management,slange@camdenasset.com,1-310-785-9755,Warm Lead
9565051,,Matthew Foreman,,,matthlf9@gmail.com,,List import
10898118,Inactive Investor,Diana Leon,,"Osaic Wealth, Inc. Gaithersburg MD 9711 Washingtonian Blvd",,,Salesforce
11078115,Inactive Investor,Michael Burns,,"Principal Securities, Inc.",burns.michael@principal.com,,Salesforce
10822204,Inactive Investor,Kris Kinslow,Financial Planner,"Osaic FA, Inc. Nashville TN 2100 W End Ave",kris.kinslow@lfg.com,,Salesforce
11103385,Inactive Investor,John Rood,,"Avantax Investment Services, Inc. Kingwood TX 1384 Stonehollow Dr",,,Salesforce
10829546,Inactive Investor,Eric Behr,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",eric.behr@wellsfargoadvisors.com,,Salesforce
223709,,Ronald Redmond Davis,,[Unknown],rd@ronaldrdavisesq.com,,Direct
11027333,Inactive Investor,Kevin Baxter,,PFS Investments Inc. Indianapolis IN 8604 Allisonville Rd,kevin.baxter@primerica.com,,Salesforce
9594051,,M Wertz,,,mwertz@johnsoninv.com,,List import
10886746,Inactive Investor,Darren Conklin,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Conklin Financial Management, LLC",darren@conklinfm.com,,Salesforce
10985196,Inactive Investor,Patrick Cardelli,,Vanguard Marketing Corporation,patrick_cardelli@vanguard.com,,Salesforce
9579785,,Andrea Bourquein,,,andrea.bourquein@53.com,,List import
11166637,Inactive Investor,Patricia Klein,,"David Lerner Associates, Inc. Westport CT 1221 Post Rd E",,,Salesforce
11005321,Inactive Investor,Brianna Robb,,"Wells Fargo Clearing Services, LLC Lone Tree CO 9233 E Lincoln Ave",,,Salesforce
10946322,Inactive Investor,Javier Aviles,,J.P. Morgan Securities LLC Southport CT 292 Pequot Ave,,,Salesforce
11004071,Inactive Investor,Joseph Trewin,,United Planners' Financial Services of America A Limited Partner Independence IA 231 1st St E,jttrewin@unitedplanners.com,,Salesforce
10755596,Inactive Investor,Patricia Burkett,Associate Market Supervision Manager;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",patricia.burkett@ml.com,,Salesforce
220222,,Jim Wilson,"Partner, President",Capital Planning Advisors Llc,jim@capitalplanningadvisors.com,916-286-7650,Manual List Upload
11175043,Inactive Investor,Jeffrey Callahan,,"Avantax Investment Services, Inc. Parsippany NJ 600 Parsippany Rd",jeffrey.callahan@avantax.com,,Salesforce
10902550,Inactive Investor,Christopher Thom,,"Allstate Financial Services, LLC Monterey CA 203 Calle del Oaks",christopherthom@allstate.com,,Salesforce
9623462,,Chuck Jones,,,chuckjones1964@gmail.com,,List import
11203810,Inactive Investor,Alexander Anderson,,Cetera Advisor Networks LLC Saint Paul MN 85 7th Pl E,,,Salesforce
10999416,Inactive Investor,Kelsey Schultz,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
9565660,,Megan Krench,,,mkrench@racap.com,,List import
10799997,Inactive Investor,Jeffrey Boes,Financial Representative,"Northwestern Mutual Investment Services, LLC Carroll IA 714 Simon Ave",jeff.boes@nm.com,,Salesforce
10819797,Inactive Investor,Crystal Muldowney,,Edward Jones Queen Creek AZ 2611 W Canyon Way,crystal.rusu@edwardjones.com,,Salesforce
11170415,Inactive Investor,Trevor Phillips,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,trevor.phillips@fidelity.com,,Salesforce
10971830,Inactive Investor,Timothy Brown,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",,,Salesforce
10775519,Inactive Investor,Marianna Sarkissova,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",marianna.sarkissova@wellsfargoadvisors.com,,Salesforce
11003477,Inactive Investor,Terrence Oliss,,Key Investment Services LLC Springboro OH 690 N Main St,terrence.oliss@key.com,,Salesforce
10775543,Inactive Investor,Debra Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Arlington TX 5905 W Poly Webb Rd",debra.l.jones@wellsfargo.com,,Salesforce
11068416,Inactive Investor,David George,,"Raymond James Financial Services, Inc. Pilot Point TX 10852 Osburn Rd",david.george@raymondjames.com,,Salesforce
11188190,Inactive Investor,Victoria Dalebout,,"Farmers Financial Solutions, LLC Spokane WA 4402 N Wall St",,,Salesforce
11025909,Inactive Investor,Jason Miller,,Cetera Advisor Networks LLC Haddonfield NJ 3 S Haddon Ave,jason.w.miller@ceterawealth.com,,Salesforce
9570651,,Peter Dediare,,,pdediare@gmail.com,,List import
10789888,Inactive Investor,Rosemarie Dios,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,rosemarie.dios@ubs.com,,Salesforce
10421373,,ROGER SIFUENTES,,,rmslnb@aol.com,3618132204,Web Form Fillout
9598931,,John Ohmer,,,john.ohmer@ybrfinancialadvisors.com,,List import
10867965,Inactive Investor,Catherine Mendoza,Insurance Agent;Investment Advisor,"Virtue Capital Management, LLC Dublin CA 11501 Dublin Blvd",,,Salesforce
10912145,Inactive Investor,Christian Glomb,,"Sanctuary Securities, Inc. Los Gatos CA 720 University Ave",cglomb@sanctuarywealth.com,,Salesforce
1004479,Inactive Investor,Blair duQuesnay,,Blair duQuesnay,blair@ritholtzwealth.com,,3rd Party Lead Gen
11130063,Inactive Investor,Ryan Ahrens,Managing Director,Green Ocean Global Advisors LLC,ryan@greenoceanglobal.net,,Salesforce
9561798,,Zukiswa Gaqavu,,,zukiswa.gaqavu@gmail.com,,List import
11099735,Inactive Investor,Teresa Bryant,Financial Advisor,Edward Jones Port Orchard WA 231 SW Wilkins Dr,teresa.bryant@edwardjones.com,,Salesforce
10971337,Inactive Investor,Shea Leading,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10617501,,Mark Thompson,,,mthompson@williamblair.com,,List Import
11087552,Inactive Investor,Matthew Garnett,Vice President,"Raymond James & Associates, Inc. Westport CT 285 Riverside Ave",matthew.garnett@raymondjames.com,,Salesforce
10826751,Inactive Investor,Frederick Dunbar,Chief Compliance Officer;Chief Executive Officer;President,"Planning Directions, Inc.",fdunbar@commoncentsplanning.com,,Salesforce
11002925,Inactive Investor,Darinka Lora-Stepan,,NYLIFE Securities LLC Chicago IL 500 W Madison St,dlorastepan@ft.newyorklife.com,,Salesforce
11149363,Inactive Investor,Donald Stone,,Country Capital Management Company El Paso IL 86 W Main St,donald.stone@countryfinancial.com,,Salesforce
370445,,Thomas Kelley,COO,Park Circle Company,tkelleyrtd@gmail.com,(410) 484-0600,dedicated
11062632,Inactive Investor,Jackson Hidinger,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flagstaff AZ 2 S Beaver St",jackson.hidinger@ml.com,,Salesforce
156676,,Jacobo fas,,[Unknown],jfasja1@gmail.com,,Paid Social
11188723,Inactive Investor,Michael Bessire,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",michael_bessire@ml.com,,Salesforce
10829252,Inactive Investor,Duncan Harp,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10800491,Inactive Investor,Cass Jenkins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",cass_jenkins@ml.com,,Salesforce
10850659,Inactive Investor,Brett Cloak,,LPL Financial LLC Reading PA 560 Van Reed Rd,brett.cloak@lpl.com,,Salesforce
10977175,Inactive Investor,Aidan Murphy,,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
9545645,,Joseph Yang,,,joseph.yang@lfg.com,,List import
188427,,Russell Davey,,REMS,rd@russelldavey.co.uk,rd@russelldavey.co.uk,Organic Search
333991,,Donna Maier,Member,"The Maier Group, Llc",dmaier@maiergroupllc.com,585-586-4230,Manual List Upload
11115000,Inactive Investor,Milton Martin,Senior Vice President,PFS Investments Inc. Cumming GA 925 Sanders Rd,milton.martin@primerica.com,,Salesforce
11024486,Inactive Investor,Michael Tracy,,MWA Financial Services Inc. Robinson IL 1508 W Main St,michael.w.tracy@mwarep.org,,Salesforce
9630402,,saad aslam,,,saad.aslam112@gmail.com,,List import
11050596,Inactive Investor,Elizabeth Davila,,"Truist Investment Services, Inc. McLean VA 1301 Chain Bridge Rd",betty.davila@truist.com,,Salesforce
242882,,Bill Anthony,President,"AQS Services, Inc.",aqsservices@comcast.net,,Manual List Upload
9639210,,Alberto Ruiz,,,aruiz@omega-capital.com,,List import
9567415,,?? ?,,,matini35@naver.com,,List import
11088723,Inactive Investor,Bradley Mann,Financial Advisor,LPL Financial LLC Boca Raton FL 1200 N Federal Hwy,bradley.mann@lpl.com,,Salesforce
10889593,Inactive Investor,Jeffrey Gordon,Financial Professional,"MML Investors Services, LLC Sarasota FL 1990 Main St",,,Salesforce
9638683,,Kay Gray,,,kay@mtcf.org,,List import
9639680,,Harry Schlachter,,,hschlachter@amtrustgroup.com,,List import
10780070,Inactive Investor,Daniel Pecaut,Chairman;Chief Investment Officer,Pecaut Wealth Management,,,Salesforce
11190922,Inactive Investor,Todd Baek,Financial Advisor,LPL Financial LLC Everett WA 11127 Evergreen Way,todd.baek@lpl.com,,Salesforce
11122950,Inactive Investor,Scott Reiner,,J.P. Morgan Securities LLC Valparaiso IN 2200 Morthland Dr,scott.c.reiner@jpmorgan.com,,Salesforce
10972845,Inactive Investor,Susan Caruso,,Key Investment Services LLC Buffalo NY 804 Hopkins Rd,susan_caruso@keybank.com,,Salesforce
224286,,Michael Hawthorne,,[Unknown],michael@hawthorne.net,,Webinar
9571106,,Vanessa Fiore,,,vfiore@lanexaglobal.com,,List import
9613020,,Jacob Vaiden,,,jvaiden@savantcapital.com,,List import
9645108,,Nate Liu,,,nate.liu@okex.com,,List import
11106530,Inactive Investor,John Dixon,,"Raymond James Financial Services, Inc. Florence AL 436 N Court St",chris.dixon@raymondjames.com,,Salesforce
10868840,Inactive Investor,Christopher Choate,Financial Advisor,Edward Jones Greenwell Springs LA 18522 Magnolia Bridge Rd,chris.choate@edwardjones.com,,Salesforce
11081774,Inactive Investor,Stephen Maurer,Financial Advisor,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,stephen.maurer@lpl.com,,Salesforce
10907817,Inactive Investor,Douglas Payne,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,douglas.payne@ncsecu.org,,Salesforce
11211057,Inactive Investor,Michael Clark,,"American Portfolios Financial Services, Inc. Manasquan NJ 2517 Hwy 35",mclark@americanportfolios.com,,Salesforce
11086288,Inactive Investor,Carol Bernatzky,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,carol.bernatzky@jpmorgan.com,,Salesforce
10878366,Inactive Investor,Karl Williams,Relationship Manager;Vice President,"Osaic Institutions, Inc. Charlotte NC Private Residence",kwilliams@infinexgroup.com,,Salesforce
10856020,Inactive Investor,Joshua Lentz,,Hilltop Securities Inc. Phoenix AZ 4455 E Camelback Rd,,,Salesforce
11035749,Inactive Investor,Artur Jotic,Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,artur.jotic@ubs.com,,Salesforce
11084191,Inactive Investor,Douglas Alexander,,Cetera Advisors LLC Richmond VA 812 Moorefield Park Dr,,,Salesforce
10963678,Inactive Investor,Hanna Mihm,Client Service Specialist,"Ameriprise Financial Services, LLC Gainesville FL 24 NW 33rd Ct",hanna.mihm@ampf.com,,Salesforce
10963641,Inactive Investor,Nicholas Mcclure,,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",nicholas.n.mcclure@nm.com,,Salesforce
10961366,Inactive Investor,Isabella Brown,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,isabella.brown@morganstanley.com,,Salesforce
10846267,Inactive Investor,Derek Batz,Financial Advisor,LPL Financial LLC Dushore PA 114 Carpenter St,derek.batz@lpl.com,,Salesforce
9567331,,Heather Parks,,,heatherparks307@gmail.com,,List import
10656990,,Alison Cardozo,,,alison.j.cardozo@chase.com,,List Import
10789222,Inactive Investor,Deborah Wilson,Financial Advisor,LPL Financial LLC Denver CO 700 W 39th Ave,deborah.wilson@lpl.com,,Salesforce
9648154,,John Paul Ogar,,,ogarjohnpaul@yahoo.com,,List import
10885376,Inactive Investor,Max Kimmanee,Premier Banker;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 200 S Sharon Amity Rd",max.kimmanee@wellsfargo.com,,Salesforce
11049193,Inactive Investor,Valerie Lemmon,Investment Analyst;Partner;Portfolio Analyst,Ridgewood Investments Hermosa Beach CA 205 Pier Ave,valerie@ridgewoodinvestments.com,,Salesforce
10845524,Inactive Investor,John Sinner,,State Farm VP Management Corp. Alhambra CA 1230 E Main St,,,Salesforce
10778734,Inactive Investor,Julie Boyer,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",,,Salesforce
10939068,Inactive Investor,Joanne Reinhart,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,jreinhart@ft.newyorklife.com,,Salesforce
10987724,Inactive Investor,Daniel Ocana,,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",daniel.ocana@equitable.com,,Salesforce
10983448,Inactive Investor,Kell Hermetz,Financial Solutions Advisor,J.P. Morgan Securities LLC Atlanta GA 5540 Chamblee Dunwoody Rd,kell.hermetz@ml.com,,Salesforce
10648361,,William Miller,,,mike.miller@heirloomwm.com,,List Import
10766692,Inactive Investor,Jaclyn Rossiter,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",jaclyn.a.gerson@ml.com,,Salesforce
11198287,Inactive Investor,Karin Ito,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,karin.ito@jpmorgan.com,,Salesforce
237132,, -,,[[Unknown]],airtangl@outlook.com,,
9586042,,Bruce P,,,strivenjfitness@gmail.com,,List import
10510721,,Samir Shah,CEO/CIO,"MBS Mantra, LLC",sshah@mbsmantrallc.com,,List Import
11091205,Inactive Investor,Thomas O'Mara,,UBS Financial Services Inc.,thomas.omara@ubs.com,,Salesforce
10924444,Inactive Investor,Dwayne Key,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,dwayne.key@fmr.com,,Salesforce
10796831,Inactive Investor,David Citron,Co-Founder;Shareholder,"WMS Partners, LLC",dcitron@wms-partners.com,,Salesforce
11105310,Inactive Investor,Shelby Owens Barker,,"Wells Fargo Clearing Services, LLC Marysville WA 1226 State Ave",,,Salesforce
211724,,Adam Carasso,Senior Tax and Economic Advisor,Senate Finance Committee,adam_carasso@finance.senate.gov,,Content
11238846,Inactive Investor,James Marlas,,"Union Capital Associates, L.p.",james@unioncapitalcorp.com,,Salesforce
11098553,Inactive Investor,Jeovany Galindo,,J.P. Morgan Securities LLC Chicago IL 6350 N McCormick Rd,jeovany.d.galindo@jpmorgan.com,,Salesforce
10886849,Inactive Investor,Steven Makinson,Financial Advisor,"Pruco Securities, LLC. Greensboro NC 425 Spring Garden St",steven.makinson@prudential.com,,Salesforce
352663,,Jeffrey Christakos,Lead Advisor,"Westfield Wealth Management, Llc",jeff@westfieldwealth.com,908-654-4784,Manual List Upload
244121,,Kelly Doherty,Business Development Associate,Goldman Sachs,kelly.doherty@gs.com,19173438455,Manual List Upload
11103005,Inactive Investor,Zachary Flynn,,Edward Jones Grand Haven MI 13040 US Hwy 31,,,Salesforce
10874880,Inactive Investor,Todd Nelson,Financial Advisor,Edward Jones Franklin TN 390 Mallory Station Rd,todd.nelson@edwardjones.com,,Salesforce
9594984,,Rahul Kothari,,,rkothari@berginroberts.com,,List import
10619924,,Tim Keefe,,,tkeefe@bylinebank.com,,List Import
10833675,Inactive Investor,Stephen Moore,President,"Partners Capital Management, Inc.",steve@partnerscapital.com,,Salesforce
11035354,Inactive Investor,Donald Ewell,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,dewell@supremealliancellc.com,,Salesforce
10829941,Inactive Investor,Alfred Johnson,Senior Managing Director,Gulf Coast Investment Management Bonita Springs FL 24600 S Tamiami Trl,,,Salesforce
11236076,Inactive Investor,Michael Hudson,Senior Vice President;Wealth Advisor,Farther Wilmington NC Private Residence,,,Salesforce
342874,,Ronald Gould,Financial Advisor,"Cornerstone Professional Advisor Services, Llc",rgould@cpasllc.com,516-408-1160,Manual List Upload
11218036,,Allison Mayer,,,amayer@rwbaird.com,,List Import
11188919,Inactive Investor,Nathan Smith,Financial Advisor,Edward Jones Sugar Land TX 19875 Southwest Fwy,nathan.smith@edwardjones.com,,Salesforce
11009752,Inactive Investor,Richard Gunderson,,"Isaak Bond Investments, Inc.",,,Salesforce
11114459,Inactive Investor,Gregory Wait,,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
10760481,Inactive Investor,Daniel Sullivan,,"Truist Investment Services, Inc. Beverly Hills FL 3643 N Lecanto Hwy",daniel.sullivan@truist.com,,Salesforce
10904962,Inactive Investor,James Best,Senior Regional Leader,PFS Investments Inc. Madison MS 100 Depot Dr,james.best@primerica.com,,Salesforce
11187751,Inactive Investor,Rachel Nordt,Financial Advisor,Edward Jones Brenham TX 613 S Austin St,rachel.nordt@edwardjones.com,,Salesforce
9620679,,Cindy Chan,,,ccychan@savills.com.hk,,List import
11071023,Inactive Investor,Trent Oki,Financial Advisor,Edward Jones Bend OR 320 SW Upper Terrace Dr,trent.oki@edwardjones.com,,Salesforce
10916686,Inactive Investor,Jason Merli,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jason.merli@tiaa.org,,Salesforce
61451,,Adam Hagfors,"Chief Investment Officer, Limited Partner, Managing Partner, Regulatory Contact",Silverview Credit Partners LP,adam.hagfors@silverpeak.com,212-716-2069,Manual List Upload
11008203,Inactive Investor,Jeffrey Dorfsman,,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,jdorfsman@primerica.com,,Salesforce
9550981,,Jennifer Chacon,,,jchacon@nwimgmt.com,,
9580369,,negonyah ahlaam,,,negonyahpeace@gmail.com,,List import
10778724,Inactive Investor,Jeffrey Bergholt,Managing Director,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",bergholtj@stifel.com,,Salesforce
11088413,Inactive Investor,Daniel Musson,,NYLIFE Securities LLC Tyler TX 777 S Broadway Ave,dmusson@eaglestrategies.com,,Salesforce
11124681,Inactive Investor,Arely Gutierrez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10986329,Inactive Investor,Jenna Gannaway,,J.P. Morgan Securities LLC Columbus OH 3250 Tremont Rd,jenna.gannaway@jpmorgan.com,,Salesforce
9623103,,Melody Gulmatico,,,mgulmatico@spglobal.com,,List import
9557300,,Armando Gil,,,armando.gil@transamerica.com,,List import
10589356,,Chris Petrone,,,petrone.chris@gmail.com,,Web Form Fillout
9545112,,Camille Gay,,,camitchi@msn.com,,List import
10837495,Inactive Investor,Albert Danish,Financial Advisor;Financial Representative,LPL Financial LLC Broomall PA 780 Park Way,albert.danish@lpl.com,,Salesforce
10810237,Inactive Investor,Anthony Petsis,Financial Consultant,"Osaic Wealth, Inc. Newtown PA 401 S State St",,,Salesforce
11217857,,Grace Tenke,,,grace.tenke@jpmorgan.com,,List Import
10845940,Inactive Investor,Christen Dusselier,Director;Director - Financial Planning;Portfolio Manager,Mitchell Capital Management Co,cel@mitchcap.com,,Salesforce
9578247,,Craig Burel,,,craigb@recvc.com,,List import
11034134,Inactive Investor,Warren West,Financial Advisor;Financial Representative,"Principal Securities, Inc. Saint Peter MN 424 S Minnesota Ave",,,Salesforce
11188101,Inactive Investor,Darren Nomberg,,"David Lerner Associates, Inc. Boca Raton FL 568 NE 51st St",,,Salesforce
11080233,Inactive Investor,Matthew Clark,Financial Advisor,Edward Jones East Syracuse NY 5781 Bridge St,m.clark@edwardjones.com,,Salesforce
10618117,,Eileen Carrero,,,eileen.carrero@ceterafs.com,,List Import
9589756,,Donald Lewis Jr,,,lewisdonnie603@gmail.com,,List import
11158090,Inactive Investor,Vinnell Spence,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,vinnell.spence@jpmorgan.com,,Salesforce
10489862,,Kenneth Moraif,"Managing Member, Senior Advisor",Retirement Planners of America,kennethmoraif@moneymatters.net,469-246-3604,List Import
11060329,Inactive Investor,Sanae Asai,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,sasai@ft.newyorklife.com,,Salesforce
9565567,,Michael Sasso,,,michael.sasso@ampf.com,,List import
11074638,Inactive Investor,Heather Hamamoto,,"Coldstream Securities, Inc.",heather.hamamoto@coldstream.com,,Salesforce
11106499,Inactive Investor,Michael Sheen,Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Houston TX 845 Texas St,michael.sheen@morganstanley.com,,Salesforce
9621197,,Han Kim,,,iamkho@naver.com,,List import
10967407,Inactive Investor,Patrick Willis,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
9564687,,Jeffrey Durr,,,jdurr@massmutual.com,,List import
11097036,Inactive Investor,Jaye Hunker,Founder;President,"Sweetwood Family Capital, LLC",,,Salesforce
11041736,Inactive Investor,Daniel Caldeira,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 6215 Gaston Ave",daniel.caldeira@ml.com,,Salesforce
206621,,Delores Corbett,,[Unknown],acorbett16@comcast.net,,Organic Search
9559490,,Heath Slain,,,heath.slain@cusonet.com,,List import
10613776,,Christopher Shokoff,Financial Advisor,,christopher.m.shokoff@wellsfargoadvisors.com,,List Import
10972924,Inactive Investor,Jaime Duran,,PFS Investments Inc. Newark CA 39899 Balentine Dr,jaime.duran@primerica.com,,Salesforce
11131489,Inactive Investor,Douglas Brown,Division Leader,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,,,Salesforce
11185472,Inactive Investor,Chirag Patel,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",chirag.patel@wfadvisors.com,,Salesforce
11235883,Inactive Investor,Scott Karl,Investment Advisor Representative,Caitlin John Fresno CA Private Residence,,,Salesforce
11164281,Inactive Investor,Jing Lee,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",,,Salesforce
10783501,Inactive Investor,Janice Towne,,"Avantax Investment Services, Inc. Keosauqua IA 709 1st St",,,Salesforce
10917895,Inactive Investor,Michael Allison,Chief Compliance Officer;Financial Advisor;Managing Principal,Red Tree Investments,,,Salesforce
199590,,Drewhsj Jason,,[Unknown],sandyvu01@gmail.com,,
10975437,Inactive Investor,Gavin Lyon,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,gavin.lyon@chase.com,,Salesforce
11158886,Inactive Investor,Derek Fossier,Chief Compliance Officer;Director - Investments;President,"Equitas Capital Advisors, LLC",dfossier@equitas-capital.com,,Salesforce
10939041,Inactive Investor,Peter Mendler,Vice President,Raider Dennis Agency,pmendler@raiderdennis.com,,Salesforce
9571592,,Daniel Burnley,,,btruckin12@gmail.com,,List import
11254995,Inactive Investor,Nathan Bay,Financial Advisor,"Keystone Financial Group, LLC",nathan.bay@keystoneky.com,,Salesforce
10922096,Inactive Investor,Kaitlin Gakstatter,,"Raymond James Financial Services, Inc. Naples FL 4501 Tamiami Trl N",kaitlin.gakstatter@raymondjames.com,,Salesforce
10989141,Inactive Investor,Dora Liu,,"Transamerica Financial Advisors, Inc Duluth GA 3805 Crestwood Pkwy NW",dora.liu@tfaconnect.com,,Salesforce
9639110,,Richard Singer,,,rsinger@sbcapitalmanagement.com,,List Import
10658492,,Peter Schenck,,,pps@ntrs.com,,List Import
11110689,Inactive Investor,Jeffrey Luther,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",jaluther@firstcommand.com,,Salesforce
10976264,Inactive Investor,Maria Lacasa,,IFB Wealth Management LLC,,,Salesforce
10614349,,Donald Faughnan,Financial Advisor,,donald_faughnan@glic.com,,List Import
10793812,Inactive Investor,Dana Sherman,Registered Securities Principal,Commonwealth Financial Network Providence RI 1 Turks Head Pl,dsherman@commonwealth.com,,Salesforce
10909088,Inactive Investor,Nora Ferrer-Alaniz,,"Empower Financial Services, Inc Houston TX 5225 Katy Fwy",nora.ferrer@gwrs.com,,Salesforce
10910780,Inactive Investor,Edwin Cabral,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
9549827,,Michael Kipniss,,,mkipniss@massmutual.com,,List import
10935970,Inactive Investor,Lora Pedroza,,Vanguard Marketing Corporation,lora_pedroza@vanguard.com,,Salesforce
11052579,Inactive Investor,Deborah Dunne,,Thrivent Investment Management Inc. Newfoundland NJ 2920 State RT 23,debbie.dunne@thrivent.com,,Salesforce
10557628,Active Investor,William Palamet,,William Palamet,william.palamet@gmail.com,303-264-7548,Salesforce
10861408,Inactive Investor,Kent Kluba,,Fidelity Brokerage Services LLC,,,Salesforce
10870051,Inactive Investor,Gary Bettencourt,,Fidelity Brokerage Services LLC,gary.bettencourt@fmr.com,,Salesforce
11074030,Inactive Investor,Charles Glazer,,Jefferies LLC,cglazer@jefferies.com,,Salesforce
10959201,Inactive Investor,Barry Friedson,Financial Advisor;Senior Financial Planner,LPL Financial LLC Clinton NJ 16 Harrison St,barry.friedson@lpl.com,,Salesforce
9603212,,Vipul Daave,,,vipul@gungotimas.com,,List import
11232035,Inactive Investor,Mohit Patel,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
11012791,Inactive Investor,Kaci Suniga,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,,,Salesforce
10926128,Inactive Investor,Brenda Seeger,Financial Advisor,Edward Jones Collierville TN 435 New Byhalia Rd,brenda.seeger@edwardjones.com,,Salesforce
10867801,Inactive Investor,Mark Llewellyn,,State Farm VP Management Corp. Greeley CO 4895 W 10th St,,,Salesforce
11204792,Inactive Investor,Lawrence Kipp,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,lawrence.kipp@lpl.com,,Salesforce
11166726,Inactive Investor,Elen Kassarjian,,J.P. Morgan Securities LLC Watertown MA 550 Arsenal St,elen.kassarjian@jpmorgan.com,,Salesforce
9554632,,Mehdi -,,,mehdi_1988me@yahoo.com,,List import
9640561,,Frederick Ingham,,,fingham@nb.com,,List import
9573306,,Ricky Van almen,,,rjv17@icloud.com,,List import
10908677,Inactive Investor,Mayur Panchal,,NYLIFE Securities LLC Schaumburg IL 870 E Higgins Rd,mpanchal@ft.newyorklife.com,,Salesforce
10855334,Inactive Investor,Christine Larson-Postel,Senior Wealth Manager;Vice President - Wealth Management,Pinnacle Advisors,christinel@pinnacleadvisors.com,,Salesforce
9579107,,Dianne Webb,,,dwebb@stonebridgefpgroup.com,,List import
11080753,Inactive Investor,Nicholas Mccreary,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",nicholas.mccreary@ml.com,,Salesforce
9600648,,Brian Sottak,,,bsottak@missionwealth.com,,List import
9581145,,Kathleen Apodaca,,,kapodaca@saionline.com,,List import
9598077,,Kevin Smith,,,kevin@austinwealthmgmt.com,,List import
143005,,Patrick Chitwood,Senior Wealth Strategist,Acg Wealth Inc.,pchitwood@acgwealth.com,404-893-4100,Manual List Upload
11127998,Inactive Investor,Lalaine Babbitt,,"Farmers Financial Solutions, LLC Buena Park CA 6481 Orangethorpe Ave",llim@farmersagent.com,,Salesforce
9622252,,jaya surya,,,jsurya095@gmail.com,,List import
10814844,Inactive Investor,Clayton Pyfer,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Mishawaka IN 4100 Edison Lakes Pkwy,clay.pyfer@morganstanley.com,,Salesforce
11095859,Inactive Investor,Robert Williams,Chief Economist,"Advanced Asset Management Advisors, Inc.",rwilliams@aamamail.com,,Salesforce
11151782,Inactive Investor,Christina Koehler,,LPL Financial LLC Garden City NY 370 Old Country Rd,christina.koehler@lpl.com,,Salesforce
11037102,Inactive Investor,Hugh Hanley,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",hugh.hanley@ml.com,,Salesforce
11060197,Inactive Investor,Alberto Luna,,"Intercam Securities, Inc.",,,Salesforce
10958644,Inactive Investor,Jeffrey McGuire,Vice President,The Huntington Investment Company,jeffrey.mcguire@huntington.com,,Salesforce
11122882,Inactive Investor,Regan Beaver,,"LaSalle St Securities, L.L.C.",rbeaver@lasallest.com,,Salesforce
11211796,Inactive Investor,John Stearns,Private Wealth Advisor,"Ameriprise Financial Services, LLC Corpus Christi TX 5633 S Staples St",john.stearns@ampf.com,,Salesforce
11087311,Inactive Investor,Connor Gillis,Associate Vice President;Wealth Management Analyst,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,cgillis@rockco.com,,Salesforce
11039031,Inactive Investor,Mark Hankins,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10811759,Inactive Investor,Edgar Vega,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",,,Salesforce
249091,,David Martinelli,Managing Partner,Daclama,martinellidavid@aol.com,,Manual List Upload
11006912,Inactive Investor,Trevor Vanheel,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3601 Minnesota Dr",trevor.vanheel@ampf.com,,Salesforce
9577166,,Britt Campbell,,,bcampbell@alleghenyinvestments.com,,List import
10957202,Inactive Investor,Kari Payne,,Edward Jones Elk City OK 801 N Main St,,,Salesforce
10802693,Inactive Investor,Raymond Piccione,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Lisle IL 4225 Naperville Rd,ray.piccione@morganstanley.com,,Salesforce
11043292,Inactive Investor,Mongar Harris,,Vanguard Marketing Corporation,mongar_harris@vanguard.com,,Salesforce
10894560,Inactive Investor,David Brenner,Chief Compliance Officer;Owner;President,"D. M. Brenner, Inc.",david@dmbrenner.com,,Salesforce
10835789,Inactive Investor,David Jullie,Principal,"Osaic Wealth, Inc. Miami FL 7721 SW 62nd Ave",,,Salesforce
10818410,Inactive Investor,Frank Janacaro,,State Farm VP Management Corp. Kansas City MO 5555 NW Barry Rd,,,Salesforce
10845080,Inactive Investor,Narayan Pallavur,Vice President,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,,,Salesforce
11080406,Inactive Investor,Richard Reyes,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,richard.reyes.gp1f@statefarm.com,,Salesforce
10771926,Inactive Investor,David McClanahan,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3235 Peachtree Rd NE",david.mcclanahan2@wellsfargo.com,,Salesforce
11192105,Inactive Investor,Bryce Alley,,"Raymond James Financial Services, Inc. Tampa FL 100 N Tampa St",bryce.alley@raymondjames.com,,Salesforce
11125189,Inactive Investor,Mark Williams,,"Wells Fargo Clearing Services, LLC Pasadena MD 4305 Mountain Rd",,,Salesforce
7057215,,Lois Ayuba,,,loisayuba596@gmail.com,,Web form fillout
11023929,Inactive Investor,Rie Hashimoto,,PFS Investments Inc. Torrance CA 970 W 190th St,rie.alexander@primerica.com,,Salesforce
9593368,,Sid Gundeti,,,sid.gundeti@gmail.com,,List import
11211244,Inactive Investor,Desireeh Villalobos,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10985474,Inactive Investor,Heather Johancen,,The Huntington Investment Company Twinsburg OH Private Residence,,,Salesforce
9558679,,JIKO VIJO,,,qylwzcwibpavebu@karenkey.com,,List import
11096122,Inactive Investor,Andrew Gallagher,,"American Fidelity Securities, Inc.",andrew.gallagher@americanfidelity.com,,Salesforce
11126641,Inactive Investor,Jay Mitzner,,"Grove Point Investments, LLC Rockville MD 10138 Sterling Ter",jmitzner@hbeckinc.com,,Salesforce
11128330,Inactive Investor,Caryn Hardy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
374575,,Brett Reiss,Senior Vice President,Janney Montgomery Scott LLC,breiss@janney.com,5465353312,Website
11208199,Inactive Investor,Daniel Lawson,Senior Client Service Associate,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,dan.lawson@ubs.com,,Salesforce
11159446,Inactive Investor,Thomas Hickey,Managing Director;Senior Consultant;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jack_hickey@ml.com,,Salesforce
11020035,Inactive Investor,Ifeoma Ibekwe,Wealth Advisor,Arvest Wealth Management Rogers AR 4201 JB Hunt Dr,iibekwe@arvest.com,,Salesforce
10892202,Inactive Investor,Desiree Batiste,,"Next Financial Group, Inc. Houston TX 3220 San Jacinto St",,,Salesforce
10914990,Inactive Investor,Christopher Willerer,,"NewEdge Securities, Inc.",,,Salesforce
11084117,Inactive Investor,Anna Lovell,,Infinity Financial Services La Jolla CA 4275 Executive Sq,,,Salesforce
11221609,,Daniel Jennings,,,djennings@firstrepublic.com,,List Import
10790740,Inactive Investor,Peter Westlund,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,westlundp@ceteranetworks.com,,Salesforce
11101988,Inactive Investor,Kristen Samp,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Lawrence KS 4910 Corporate Centre Dr",sampk@stifel.com,,Salesforce
10618068,,Nicholas Black,,,nicholas_black@ml.com,,List Import
9599454,,Mark Gutrich,,,mark.gutrich@fi401k.com,,List import
9579354,,Alex Hartley,,,ajshartley@gmail.com,,List import
10933330,Inactive Investor,David Doolin,,LPL Financial LLC Santa Clara CA 2880 Lakeside Dr,david.doolin@lpl.com,,Salesforce
11190635,Inactive Investor,Robert Johnston,Managing Director;Senior Portfolio Manager,"Antonetti Capital Management, LLC Saint Petersburg FL 721 1st Ave N",robert@antonetticapital.com,,Salesforce
11179817,Inactive Investor,Warren Wyble,Financial Advisor,Edward Jones Metairie LA 3340 Severn Ave,warren.wyble@edwardjones.com,,Salesforce
10960483,Inactive Investor,Jingjing Mei,,Deutsche Bank Securities Inc.,,,Salesforce
11165132,Inactive Investor,Taulanda Nasellari,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooksville FL 9231 Cortez Blvd",taulanda.nasellari@ml.com,,Salesforce
10759838,Inactive Investor,Brian Crissey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brian.crissey@fidelity.com,,Salesforce
10913576,Inactive Investor,Vanessa Roy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10923543,Inactive Investor,Stephanie Sponder,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11073702,Inactive Investor,Patrick Rindfleisch,Branch Manager;Financial Advisor;Vice President,Morgan Stanley Middleton WI 8215 Greenway Blvd,patrick.rindfleisch@morganstanley.com,,Salesforce
11123614,Inactive Investor,Mark Renzi,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,mark_renzi@vanguard.com,,Salesforce
10909564,Inactive Investor,Charles Wehnes,,Commonwealth Financial Network,cwehnes@commonwealth.com,,Salesforce
9614070,,Will Walker,,,wtwalkerjr@yahoo.com,,List import
11189407,Inactive Investor,Richard Payne,Registered Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,,,Salesforce
11046998,Inactive Investor,Steven Bell,Chief Compliance Officer;Owner,Monaco Wealth Management LLC,,,Salesforce
9588979,,Josh Goldberg,,,jgoldberg@g2ipartners.com,,List import
11229786,Inactive Investor,William Wargel,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",grant.wargel@nm.com,,Salesforce
10983821,Inactive Investor,James Gabarra,,PFS Investments Inc. Lehi UT 3300 N Triumph Blvd,,,Salesforce
11230975,Inactive Investor,David Kincannon,,LPL Financial LLC Austin TX 4718 Duval St,,,Salesforce
11021828,Inactive Investor,Randall Silverman,,EF Hutton LLC Woodbury NY 60 Crossways Park Dr W,,,Salesforce
10805993,Inactive Investor,Anthony Linthicum,Financial Professional,"Equitable Advisors, LLC Peoria IL 901 W Glen Ave",anthony.linthicum@equitable.com,,Salesforce
5049564,,wer try,,,cerihi8874@botsoko.com,,Web Form Fillout
10758816,Inactive Investor,John Masterson,Financial Advisor;Financial Consultant,LPL Financial LLC Santa Monica CA 915 3rd St,john.masterson@lpl.com,,Salesforce
9615834,,xiao xiao,,,suliexiao@outlook.com,,List import
11126923,Inactive Investor,John Dees,,"Allstate Financial Services, LLC Houston TX 3336 Richmond Ave",johndees@allstate.com,,Salesforce
10818605,Inactive Investor,Elizabeth Anderson,Chief Executive Officer;President;Regulatory Contact,"Concourse Financial Group Securities, Inc.",libet.anderson@concoursefinancial.com,,Salesforce
9612874,,Fabian Hober,,,fabianhober92@gmail.com,,List import
11073216,Inactive Investor,Karsten Caviezel,Senior Financial Advisor,"Lighthouse Wealth Strategies, LLC Gig Harbor WA 3312 Rosedale St NW",,,Salesforce
9602488,,Adrian Leonard Longdong,,,adrian.leonard@gmail.com,,List import
11011404,Inactive Investor,Allison Wagner,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",allison.wagner@nm.com,,Salesforce
11127522,Inactive Investor,Justin Rutar,Investment Advisor Representative,"Osaic Wealth, Inc. Osseo MN 7365 Kirkwood Ct N",,,Salesforce
9643477,,Shreekrishna Govindanayakanapalya,,,shreekrishnagd@gmail.com,,List import
9601007,,Janet Briaud,,,jbriaud@briaud.com,,List import
10954113,Inactive Investor,Jonathan Fischel,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,,,Salesforce
11254574,Inactive Investor,Juan Roa Echeverria,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",juan.roa-echeverria@robinhood.com,,Salesforce
10915209,Inactive Investor,Christopher Jackson,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",chrisjackson@financialguide.com,,Salesforce
10864486,Inactive Investor,Guy Rodgers,Senior Financial Advisor,LPL Financial LLC Mansfield TX 1105 Alexis Ct,guy.rodgers@lpl.com,,Salesforce
10647948,,Tyler Peterson,,,ty@kindredfinancial.com,,List Import
11190470,Inactive Investor,Cody Kilgore,Financial Advisor,"Wells Fargo Clearing Services, LLC Jamestown ND 820 1st Ave S",cody.kilgore@wellsfargoadvisors.com,,Salesforce
231478,, -,,[[Unknown]],jenniferphillip22@gmail.com,,Direct
10916406,Inactive Investor,Marc Shapiro,Managing Partner;Principal,"Shapiro Asset Management, LLC",mshapiro@shapiroasset.com,,Salesforce
9594942,,Brian Bobeck,,,bbobeck@cornerstone-companies.com,,List import
11234973,Inactive Investor,Todd Travaille,Financial Advisor,"Sequent Planning, LLC",,,Salesforce
10916737,Inactive Investor,Sorle Maaloo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11014868,Inactive Investor,Kyle Leafgren,,NYLIFE Securities LLC Fort Worth TX 777 Main St,,,Salesforce
10959185,Inactive Investor,Siobhan Morse,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,,,Salesforce
11052261,Inactive Investor,Earlene Keller,,J.P. Morgan Securities LLC Oakhurst CA 40003 Hwy 49,earlene.keller@chase.com,,Salesforce
10994855,Inactive Investor,Austin Mclaughlin,Financial Planner;Operations Specialist,Retirement Planning Services,,,Salesforce
11145085,Inactive Investor,Russell Huebschle,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Oakland CA 1999 Harrison St,,,Salesforce
11154881,Inactive Investor,Gary Peppers,,State Farm VP Management Corp. Denton TX 7650 S Interstate 35 E,,,Salesforce
371688,,R R,,Belarus,aleinikov@argument.by,,Salesforce
10948154,Inactive Investor,John Renda,Financial Advisor,"Pruco Securities, LLC. Valhalla NY 401 Columbus Ave",john.renda@prudential.com,,Salesforce
11167435,Inactive Investor,Darien Romero,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,darien.romero@morganstanley.com,,Salesforce
9545851,,Vincent Jonathan,,,v.jonathan94@gmail.com,,List import
11169076,Inactive Investor,John Gust,,NYLIFE Securities LLC Park Ridge IL 350 S Northwest Hwy,jgust@ft.newyorklife.com,,Salesforce
168075,,Robert Thornton,,[Unknown],rsthornton@gmail.com,,
9562400,,Andrew Epstein,,,andrew.epstein@fidelity.com,,List import
10612012,,Jack Zahl,"Financial Advisor, Senior Director - Investments",,jack.zahl@opco.com,,List Import
10916276,Inactive Investor,Richard Basham,Financial Advisor,"MML Investors Services, LLC Winston Salem NC 3779 Vest Mill Rd",rbasham@financialguide.com,,Salesforce
9636957,,Michael Smyth,,,msmyth@whummer.com,,List import
11132910,Inactive Investor,Camden Norman,Financial Advisor,Edward Jones Winston Salem NC 661 Friedberg Church Rd,duane.norman@edwardjones.com,,Salesforce
339855,,Ari Zaphiriou-zarifi,Chairman & Partner,Kestrel Partners Or Kestrel Investment Partners,ari@kestrelip.com, -3716259,Manual List Upload
11032597,Inactive Investor,Madison Scarpelli,,"Cambridge Investment Research, Inc. Rochester MI 950 W University Dr",,,Salesforce
9571286,,Clay Daniels,"Managing Member, Secretary, Shareholder, Vice President","Daniels & Erickson Financial Advisors, LLC",clay@danielserickson.com,,List import
10899964,Inactive Investor,David Raub,Founder;Investment Committee;Wealth Advisor,"Raub Brock Capital Management, LP",davidraub@raubbrock.com,,Salesforce
10893824,Inactive Investor,Mustansar Mazhar,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",mustansar.mazhar@schwab.com,,Salesforce
9579317,,Leon Tok,,,leontok@gmail.com,,List import
246274,,Not Provided,Principal,Musketeer Software,chuckkaplanski@gmail.com,,Manual List Upload
11038242,Inactive Investor,Kristi Mahoney,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",kristi.mahoney@prudential.com,,Salesforce
10656619,,Wendy Malas,,,wendy.malas@lpl.com,,List Import
11088829,Inactive Investor,Richard Tribolet,,"Raymond James & Associates, Inc.",richard.tribolet@raymondjames.com,,Salesforce
9576432,,David Posen,,,david.posen@gmail.com,,List import
141853,,Shie Shen Koay,,Self Employed,richardkoay1986@hotmail.com,9.71501E+11,
333423,,Mihir Saudagar,,Cornerstone Companies,msaudagar@cornerstone-companies.com,,
10759614,Inactive Investor,Jeffrey Stubbert,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",jeffrey.stubbert@schwab.com,,Salesforce
10909131,Inactive Investor,Michael Bryant,,"First Horizon Advisors, Inc. Winston Salem NC 101 S Stratford Rd",bcbryant@firsthorizon.com,,Salesforce
11113601,Inactive Investor,Tonya Conroy,,"Wells Fargo Clearing Services, LLC Clinton NJ 32 Pittstown Rd",tonya.conroy@wellsfargoadvisors.com,,Salesforce
11115153,Inactive Investor,Michael Spartz,,"International Assets Advisory, LLC Clermont FL 3721 S Hwy 27",,,Salesforce
11070440,Inactive Investor,Raymond Bridges,Chief Compliance Officer;Managing Member,Bridges Capital LLC,,,Salesforce
10794658,Inactive Investor,Christian Wathen,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Wheaton IL 55 E Loop Rd",christian.wathen@tiaa.org,,Salesforce
10657089,,David Hansen,,,dhansen@htk.com,,List Import
10897228,Inactive Investor,Daniel Haines,Financial Advisor,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
9566215,,Jason Fisher,,,jay_d_fish@hotmail.com,,List import
10818172,Inactive Investor,Robert Smith,,Cetera Investment Services LLC Denham Springs LA 1509 S Range Ave,,,Salesforce
10961409,Inactive Investor,Marshall Ellison,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
11023006,Inactive Investor,Sonia Toriz,,J.P. Morgan Securities LLC Imperial Beach CA 1100 Palm Ave,sonia.toriz@jpmorgan.com,,Salesforce
11191862,Inactive Investor,Torey Franklin,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 4751 S Hulen St",torey.franklin@ml.com,,Salesforce
11077247,Inactive Investor,Terry Lee,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",terry.d.lee@rbc.com,,Salesforce
11096929,Inactive Investor,Caleb Christian,Wealth Advisor,"Granite Harbor Advisors, Inc.",caleb.christian@graniteharboradvisors.com,,Salesforce
10776870,Inactive Investor,Peter Sarbieski,Investment Executive,"Fifth Third Securities, Inc. Portage IN 2655 Willowcreek Rd",peter.sarbieski@53.com,,Salesforce
10995854,Inactive Investor,Sean Coen,,"Raymond James & Associates, Inc. Oskaloosa IA 111 High Ave E",sean.coen@raymondjames.com,,Salesforce
10772091,Inactive Investor,David Baker,Financial Advisor,Morgan Stanley Fresno CA 5250 N Palm Ave,david.n.baker@morganstanley.com,,Salesforce
10795794,Inactive Investor,Jody Wilkinson,Business Development Associate,Morgan Stanley San Antonio TX 7600 Broadway,jody.wilkinson@morganstanley.com,,Salesforce
9623289,,Alireza Keshmiri,,,houber.co@gmail.com,,List import
11168907,Inactive Investor,Mori Paulsen,Account Executive;Director;President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",mori.paulsen@ml.com,,Salesforce
11158443,Inactive Investor,Tara Pease,,"Stifel Independent Advisors, LLC Gulfport MS 2304 14th St",peaset@stifelindependence.com,,Salesforce
11230474,Inactive Investor,Kyle Baidas,,"Charles Schwab & Co., Inc. Jacksonville FL 4853 Town Center Pkwy",,,Salesforce
11017001,Inactive Investor,Xavier Hay,,"Northwestern Mutual Investment Services, LLC Logan UT 45 E 200 N",xavier.hay@nm.com,,Salesforce
10872347,Inactive Investor,James Muff,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",ryan.muff@wellsfargo.com,,Salesforce
10889746,Inactive Investor,Amy Farber,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,amy.farber@fmr.com,,Salesforce
11158099,Inactive Investor,Melody Clark,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Seattle WA 1950 6th Ave,melody.k.clark@jpmorgan.com,,Salesforce
9628709,,Sven Dreher -,,,dermadreher@arcor.de,,List import
11119765,Inactive Investor,Alexander Thomas,Financial Advisor,"Ameriprise Financial Services, LLC The Villages FL 11714 NE 62nd Ter",alexander.thomas@ampf.com,,Salesforce
2826329,,Sanjay kumar yadav Kumar,,,sanjaykumar1101999sk@gmail.com,,
45193,,Donald Boyd,Financial Planner,Lincoln Financial Advisors Corporation,wes.boyd@lfg.com,860-298-1800,
10962207,Inactive Investor,Shane Butler,,"MML Investors Services, LLC Lehi UT 2901 W Blue Grass Blvd",sbutler@financialguide.com,,Salesforce
11210886,Inactive Investor,Kurt Schlesinger,,"The Investment Center, Inc. Bentonville VA Private Residence",kschlesinger@investmentctr.com,,Salesforce
11138198,Inactive Investor,Daniel Mahle,,LPL Financial LLC Arlington TX 2401 E Randol Mill Rd,daniel.mahle@lpl.com,,Salesforce
225161,,roya andrews,,[Unknown],roya.andrews@beiriso.com,,Direct
10787367,Inactive Investor,Joseph Codrick,Financial Advisor;President;Regulatory Contact,Chapel Hill Investment Analysts Inc Greensburg PA 460 Mathews St,jsc@chapelhillinvestment.com,,Salesforce
10991140,Inactive Investor,Michael Chipperfield,Associate Advisor,"Pure Financial Advisors, LLC",michael.chipperfield@purefinancial.com,,Salesforce
10486678,,Timothy Kiley,Financial Advisor,"Wells Fargo Clearing Services, LLC",tim.kiley@wellsfargoadvisors.com,,List Import
9560667,,Zachary Westerlind,,,zach.westerlind@stephens.com,,List import
11067456,Inactive Investor,John Kuhn,Financial Advisor,Money Concepts Capital Corp Galloway OH 6460 W Broad St,,,Salesforce
10763818,Inactive Investor,Anne Plocker,,Morgan Stanley Boca Raton FL 1801 N Military Trl,anne.plocker@morganstanley.com,,Salesforce
11050717,Inactive Investor,Bruce Baker,Financial Advisor,J.P. Morgan Securities LLC Ball LA 5900 Monroe Hwy,bruce.a.baker@jpmorgan.com,,Salesforce
9568475,,Oluwasanmi Akintade,,,akintadesanmi@gmail.com,,List import
10912405,Inactive Investor,Aulton Odell,,"Osaic Wealth, Inc. Austin TX 4718 Duval St",,,Salesforce
10852217,Inactive Investor,Robert Link,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
9564956,,Michael Heberlein,,,mheberlein@massmutual.com,,List import
10786366,Inactive Investor,Lisa Herrick,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",lherrick@tiaa-cref.org,,Salesforce
9579958,,Nelson Cheung,,,ncheung@formulagrowth.ca,,List import
10657822,,Mark Davino,,,mark.t.davino@jpmorgan.com,,List Import
10771456,Inactive Investor,Walter Obremski,President,"B & B Financial Planning Co., Inc.",,,Salesforce
11188824,Inactive Investor,Tim Edwards,Co-Chief Executive Officer;Executive Vice President;Principal,"Prospera Financial Services, Inc.",tedwards@prosperafinancial.com,,Salesforce
9646348,,Phillip Mosher,,,mosher91b@yahoo.com,,List import
11027544,Inactive Investor,Dawson Pendergrass,,"Osaic Wealth, Inc. Yucca Valley CA 56913 Yucca Trl",,,Salesforce
10885388,Inactive Investor,Rebecca Yeh,Investment Officer,Morgan Stanley,rebecca.yeh@morganstanley.com,,Salesforce
10897201,Inactive Investor,Joseph Carucci,,Greenwood Investors LLC New York NY 57 W 57th St,,,Salesforce
9628269,,Carleton Bandy,,,carleton.bandy@edwardjones.com,,List import
249228,,Devon Lodge,,PennyWorks,devon@pennyworks.com,,Manual List Upload
9561359,,Trey Hartwich,,,trey.hartwich@voyafa.com,,List import
10933320,Inactive Investor,Andrew Wilson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9557822,,Brian Schnur,,,brian.schnur@fmr.com,,List import
11138310,Inactive Investor,Adam Madson,,Robert W. Baird & Co. Incorporated Green Bay WI 440 S Washington St,amadson@rwbaird.com,,Salesforce
10981713,Inactive Investor,Mark Steele,Senior Wealth Advisor,"Richardson Capital Management, LLC",mark@richardson-financial.com,,Salesforce
9610127,,David Kurz,,,4blueecho@gmail.com,,List import
11117715,Inactive Investor,Shaun Heimann,First Vice President,"Wells Fargo Advisors Financial Network, LLC Pittsfield MA 66 West St",sheimann@wfafinet.com,,Salesforce
10940018,Inactive Investor,Thomas Sutton,Financial Advisor,LPL Financial LLC Spooner WI 219 N River St,thomas.sutton@lpl.com,,Salesforce
10938112,Inactive Investor,Daniel London,Vice President,PFS Investments Inc.,dlondon@primerica.com,,Salesforce
9638302,,Kim Elliott,,,kelliott@mailbox.sc.edu,,List import
10991949,Inactive Investor,Mario Moreira,Investment Advisor Representative,"Transamerica Financial Advisors, Inc West Covina CA 2934 E Garvey Ave S",mario.moreira@tfaconnect.com,,Salesforce
9618791,,James Cullen,"Chairman, Chief Executive Officer, Owner","Cullen Capital Management, LLC",jcullen@schafer-cullen.com,,List import
11044917,Inactive Investor,Audrey Williamson,Financial Advisor,Edward Jones Myrtle Beach SC 1101 Johnson Ave,audrey.williamson@edwardjones.com,,Salesforce
10873524,Inactive Investor,Wiley Abbott,,"FBL Marketing Services, LLC Muskogee OK 28 E Shawnee St",wiley.abbott@fblfinancial.com,,Salesforce
11104517,Inactive Investor,James Boyd,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10883082,Inactive Investor,Sefora Angeles,Vice President,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
9542330,,RALPH GERONIMO,,,rgeronimo1@aol.com,,List import
10836076,Inactive Investor,Ross Plattner,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",ross.plattner@ml.com,,Salesforce
10891557,Inactive Investor,Todd Stucker,Financial Advisor,Edward Jones San Marcos CA 910 W San Marcos Blvd,todd.stucker@edwardjones.com,,Salesforce
11104798,Inactive Investor,Katherine Behrens,Financial Advisor,"Equitable Advisors, LLC New York NY Private Residence",katherine.behrens@equitable.com,,Salesforce
10948310,Inactive Investor,Aidan Hamaker,Partner;Wealth Manager,Creative Planning,aidan.hamaker@creativeplanning.com,,Salesforce
11030243,Inactive Investor,Karen Schwocho-Tunnecliff,,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,karen.tunnecliffe@opco.com,,Salesforce
121486,,Jody Balmer,,"National Asset Management, Inc.",jbalmer@nationalsecurities.com,206-622-7200,
11105839,Inactive Investor,Christine Jones,Senior Client Service Associate,Morgan Stanley Springfield MA 1500 Main St,christine.forester@morganstanley.com,,Salesforce
10874399,Inactive Investor,Peter Mackie,,"Sanctuary Securities, Inc. Saint Louis MO 12977 N 40 Dr",pmackie@sanctuarywealth.com,,Salesforce
211453,,Da Fern,Services,State,dfer0424@gmail.com,,Content
10796869,Inactive Investor,Larry Sock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,larry.sock@ubs.com,,Salesforce
11124692,Inactive Investor,Cody Eiler,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",cody.j.eiler@nm.com,,Salesforce
10782651,Inactive Investor,Jamie Head,Financial Advisor,LPL Financial LLC Edmond OK Private Residence,jamie.head@lpl.com,,Salesforce
10881717,Inactive Investor,Gary Henderson,Financial Advisor,LPL Financial LLC Palm Beach Gardens FL 2801 PGA Blvd,gary.henderson@lpl.com,,Salesforce
11161340,Inactive Investor,Michele Faulkner,Financial Advisor,"Wells Fargo Clearing Services, LLC Kilmarnock VA 201 N Main St",michele.faulkner@wellsfargoadvisors.com,,Salesforce
10582804,,Jonathan Swift,,,jonnyswift77@hotmail.com,,Web Form Fillout
5145560,,sab san,,,sixayop706@lidely.com,,Web Form Fillout
10995833,Inactive Investor,Jordan Micheels,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jordan.micheels@jpmorgan.com,,Salesforce
10798042,Inactive Investor,Robert Radli,Vice President - Investments,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",robert.radli@raymondjames.com,,Salesforce
10984741,Inactive Investor,Troy Fry,Financial Advisor,"Professional Financial Advisors, LLC Hastings NE 747 N Burlington Ave",,,Salesforce
242849,,Damian Tarpey,Director,[Unknown],damiantarpey96@hotmail.com,4.4776E+11,Database Upload
10767121,Inactive Investor,Scott Taylor,Financial Consultant,"Teckmeyer Financial Services, L.L.C.",staylor@teckmeyerfinancial.com,,Salesforce
9554986,,Taylor Gang,,,taylorgang@evenskykatz.com,,
10813585,Inactive Investor,Terry Collier,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",terry_collier@ml.com,,Salesforce
10762041,Inactive Investor,Loron Traina,Supervisory Principal;Vice President,Citigroup Global Markets Inc. Long Island City NY 2 Court Sq,loron.traina@citigroup.com,,Salesforce
10806183,Inactive Investor,Gregory Strite,Financial Advisor,Edward Jones Seattle WA 20011 Ballinger Way NE,greg.strite@edwardjones.com,,Salesforce
10764343,Inactive Investor,Steven Brill,Branch Manager;Senior Vice President,"Benjamin F. Edwards & Company, Inc. Boynton Beach FL 8794 Boynton Beach Blvd",steve.brill@benjaminfedwards.com,,Salesforce
10644574,,Douglas Fox,,,dfox@hsemuni.com,,List Import
11140946,Inactive Investor,Neil Scheinbart,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",neil.scheinbart@wellsfargoadvisors.com,,Salesforce
4984273,,Don Vis,,,donvisracing04@gmail.com,,Web Form Fillout
9588433,,Jason Rose,,,rosej@hdvest.net,,List import
248546,,Scott Qu,Master's student,Blockchain@Columbia,zq2193@columbia.edu,,Manual List Upload
10872288,Inactive Investor,Laura Nosbisch,,Commonwealth Financial Network Orchard Park NY 6195 W Quaker St,lnosbisch@commonwealth.com,,Salesforce
11092791,Inactive Investor,Conner Fowler,Registered Client Service Associate,Morgan Stanley Charleston WV 500 Lee St E,conner.fowler@msgraystone.com,,Salesforce
11046284,Inactive Investor,Jeffrey Moll,Financial Planner,"MML Investors Services, LLC Lakewood Ranch FL Private Residence",jmoll@financialguide.com,,Salesforce
10757594,Inactive Investor,Stephen Ziniti,,"American Portfolios Financial Services, Inc. Westbury NY 1025 Old Country Rd",sziniti@americanportfolios.com,,Salesforce
11177310,Inactive Investor,Ryan Borgesen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
241333,Inactive Investor,Eric Sears,,Boston College Endowment,eric.sears@bc.edu,(617) 552-3193,Database Upload
10916141,Inactive Investor,Daniel Lensing,Supervisor,"Wells Fargo Clearing Services, LLC",daniel.lensing@wellsfargoadvisors.com,,Salesforce
10963672,Inactive Investor,Patrick Mcfall,Associate Financial Advisor,"Ameriprise Financial Services, LLC Cortland OH 3010 State Rte 5",patrick.mcfall@ampf.com,,Salesforce
10783654,Inactive Investor,James Levitt,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",james.levitt@wellsfargoadvisors.com,,Salesforce
11119684,Inactive Investor,Ryan Lachmansingh,,"Northern Trust Securities, Inc. North Palm Beach FL 11301 US Hwy 1",lachmansingh.ryan@ntrs.com,,Salesforce
234834,, -,,[[Unknown]],jorritsmit+crypto@gmail.com,,
10773594,Inactive Investor,Amy Kaufmann,,"EarlyBirdCapital, Inc.",,,Salesforce
9611666,,Eric Simanek,,,esimanek@sullivanlaw.com,,List import
10777628,Inactive Investor,Tondalay George,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",tondalay.george@wellsfargoadvisors.com,,Salesforce
9581718,,Mckay Lindsey,,,mckayl@squire.com,,List import
10721081,,Precyla Eller,,,eprecyla@gmail.com,,Web Form Fillout
10997725,Inactive Investor,Javier Hernandez,,J.P. Morgan Securities LLC Vero Beach FL 5990 20th St,javier.fl.hernandez@chase.com,,Salesforce
11058631,Inactive Investor,Christa Blunt,,LPL Financial LLC,christa.blunt@lpl.com,,Salesforce
242930,,Stuart Siegel,Retired,Morgan Stanley,jhsjds21@gmail.com,,Manual List Upload
11046071,Inactive Investor,Ethan Magnuson,Financial Advisor,"VPWM Advisors, LLC",ethan.magnuson@vpwealthmgmt.com,,Salesforce
10896932,Inactive Investor,Jason Lewis,,"CUSO Financial Services, L.P.",jlewis@cusonet.com,,Salesforce
10814053,Inactive Investor,Robert Burkett,,State Farm VP Management Corp. Clinton IN 312 S Main St,robert.burkett@statefarm.com,,Salesforce
10939099,Inactive Investor,Jacob Schmitt,,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,jacob.schmitt@opco.com,,Salesforce
11093791,Inactive Investor,Joann Alcon-Ortiz,,"FBL Marketing Services, LLC Las Vegas NM 2501 Church St",joann.alcon-ortiz@fbfs.com,,Salesforce
11141386,Inactive Investor,Jason Gunkel,Chief Investment Officer;Financial Planner,Syverson Strege,jgunkel@onlyworkforyou.com,,Salesforce
9648196,,Lee Stet,,,rleestephens@sbcglobal.net,,List import
171201,,OLUYOMI OGUNTONA,,[Unknown],yoguntona@yahoo.com,,Organic Search
9637892,,Adam Taback,,,ataback@wellsfargo.com,,List import
9641904,,Aris Aris,,,doangaris71@gmail.com,,List import
11004356,Inactive Investor,Lesego Mzwinila,Financial Professional,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",lesego.mzwinila@prudential.com,,Salesforce
372059,,Michael Whittaker,,United States,macwhitts1013@gmail.com,,Salesforce
9557767,,John Sikaras,,,jsikaras@massmutual.com,,List import
224858,,Isaac Kalderon,,[Unknown],isaackalderon@gmail.com,,Direct
336239,,John Urquhart,Senior Managing Director,"Healthcare Royalty Management, Llc",john.urquhart@cowen.com,203-487-8300,Manual List Upload
10763851,Inactive Investor,Gery Sadzewicz,Chief Compliance Officer,"KerberRose Wealth Management, LLC",,,Salesforce
11157017,Inactive Investor,Catherine Salsman,Chief Compliance Officer;Managing Member;Managing Partner;Wealth Advisor,Paragon Private Wealth Management LLC,ksalsman@paragonmgmt.com,,Salesforce
11219223,,Dominic Perry,,,dominic.perry@lpl.com,,Other
11093637,Inactive Investor,David Cust,Senior Financial Advisor;Vice President,Means Wealth Management,david.cust@meanswealth.com,,Salesforce
10658109,,James Jelinek,,,jjelinek@lincolninvestment.com,,List Import
11178176,Inactive Investor,Irish Jackson,Assistant Vice President,"Wells Fargo Clearing Services, LLC Allentown PA 7614 Tilghman St",irish.s.jackson@wellsfargo.com,,Salesforce
9633647,,Krill Space,,,krill.space@gmail.com,,List import
156891,,Dragan Vistica,,[Unknown],dvistica@icloud.com,,Paid Social
10611624,,John Cullinane,"Financial Advisor, Senior Wealth Strategy Associate",,john.cullinane@ubs.com,,List Import
11077091,Inactive Investor,Deborah Van Buskirk,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",deborah.van-buskirk@raymondjames.com,,Salesforce
11197047,Inactive Investor,Karen Reisinger,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",karen.reisinger@ml.com,,Salesforce
11158068,Inactive Investor,Patricia Strain-Riley,,"BCG Securities, Inc.",priley@bcgsecurities.com,,Salesforce
11173217,Inactive Investor,Martin Navarro,Financial Advisor,"Ameriprise Financial Services, LLC Baton Rouge LA 9270 Siegen Ln",martin.r.navarro@ampf.com,,Salesforce
9579815,,Nancy McKee,,,nmckee@alleghenyfinancial.com,,List import
216716,,Michael Clark,,[Unknown],mtclark@rwbaird.com,,Event
10803049,Inactive Investor,Christopher Rivers,Principal;Secretary,"Armstrong, Fleming & Moore, Inc. Washington DC 1850 M St NW",crivers@afmfa.com,,Salesforce
11190726,Inactive Investor,Celeste Byers,Financial Advisor,LPL Financial LLC Tampa FL 400 N Ashley Dr,celeste.byers@lpl.com,,Salesforce
188153,,Kiffen Loomis,,[Unknown],kloomis@faralloncapital.com,,source
11131699,Inactive Investor,Ryan Boudreau,,GWN Securities Inc. Foothill Ranch CA Private Residence,rboudreau@gwnsecurities.com,,Salesforce
10788514,Inactive Investor,Fox Purlee,,Cetera Advisor Networks LLC Salem IN 107 N Main St,purleef@ceteranetworks.com,,Salesforce
10488078,,Brian Ruff,,Advisor Resource Council,brian.ruff@lpl.com,,List Import
11084520,Inactive Investor,Anne Lynne Bushey,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11000884,Inactive Investor,Elana Patrick,,J.P. Morgan Securities LLC Harrison NY 302 Halstead Ave,elana.patrick@jpmorgan.com,,Salesforce
11037680,Inactive Investor,Lyle Deo,,Cetera Advisor Networks LLC Tucson AZ 3573 E Sunrise Dr,,,Salesforce
10796614,Inactive Investor,Jana Eilderts,Financial Advisor,Edward Jones Cedar Falls IA 124 Main St,jana.eilderts@edwardjones.com,,Salesforce
10608046,,Patrick George,,,pgeorge@beachwoodventures.com,2149576959,Web Form Fillout
11086738,Inactive Investor,Rhett Levinthal,Market Director - Wealth Management,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,rhett.levinthal@jpmorgan.com,,Salesforce
11204233,Inactive Investor,Erin Gravlin,,Lincoln Investment Marlton NJ 10000 Sagemore Dr,egravlin@lincolninvestment.com,,Salesforce
370578,,Jason Russell,,United States,jtrussell1210@icloud.com,,Salesforce
11193134,Inactive Investor,Xiaoyan Su,,J.P. Morgan Securities LLC Irvine CA 6875 Quail Hill Pkwy,xiaoyan.su@jpmorgan.com,,Salesforce
10646043,,Sinon Bennett,,,sinon.p.bennett@jpmorgan.com,,List Import
10925803,Inactive Investor,Jacob Morgen,Financial Advisor,Edward Jones Webster TX 601 W Texas Ave,jacob.morgen@edwardjones.com,,Salesforce
10756157,Inactive Investor,James Harkins,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,jharkins@rwbaird.com,,Salesforce
11234062,Inactive Investor,Andres Bordone,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
227199,,Cecile Houston -,,Cecile Houston [[Unknown]],cecile.houston.ch@gmail.com,,Direct
351361,,Eric Kieras,MANAGING DIRECTOR,Jz Partners,ekieras@jzpartners.com,212-485-9410,Manual List Upload
11079397,Inactive Investor,John McCloskey,,M. S. Howells & Co. Colorado Springs CO 1155 Kelly Johnson Blvd,,,Salesforce
10979993,Inactive Investor,David Carter,Chief Operating Officer;Chief Operations Officer;Co-Owner;Financial Advisor;Portfolio Manager,Wood Capital Investments LLC,,,Salesforce
32130,,Richard Sowers,"Branch Manager, Client Wealth Manager, Recruiter",LifeMark Securities Corp.,rsowers@lifemark.com,727-712-3200,
9604184,,DANIEL TORREY,,,daniel.torrey@lukka.tech,,List import
11207658,Inactive Investor,Brian Kepp,Senior Research Analyst,Fisher Investments Redwood City CA 13100 Skyline Blvd,b.kepp@fi.com,,Salesforce
11065426,Inactive Investor,Dustin Campbell,,"Crews & Associates, Inc.",dcampbell@crewsfs.com,,Salesforce
11187224,Inactive Investor,David Maylone,,State Farm VP Management Corp. Columbus WI 156 W James St,davidmaylone@statefarm.com,,Salesforce
10880568,Inactive Investor,Jacob Houston,,J.P. Morgan Securities LLC Cumming GA 1710 Buford Hwy,jake.t.houston@chase.com,,Salesforce
11033426,Inactive Investor,Josephine Moran,,"Osaic Institutions, Inc. Hanover NH 2 Maple St",,,Salesforce
10970198,Inactive Investor,Marwan Jaber,,Citigroup Global Markets Inc.,,,Salesforce
11009995,Inactive Investor,Brandon Erbe,,"Kestra Investment Services, LLC Glenview IL 1701 E Lake Ave",,,Salesforce
11022318,Inactive Investor,Jason Reid,,State Farm VP Management Corp. Richardson TX 1415 State St,jason.reid.fygq@statefarm.com,,Salesforce
9568449,,Frank G,,,fgao@almitascapital.com,,List import
10928063,Inactive Investor,Kori Eslick,,"Farmers Financial Solutions, LLC Elgin OK 8209 US Hwy 277",keslick@farmersagent.com,,Salesforce
11054369,Inactive Investor,Gregg Emch,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",gregg.emch@wellsfargoadvisors.com,,Salesforce
10952405,Inactive Investor,Kabir Tyagi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kabir.tyagi@ml.com,,Salesforce
11040594,Inactive Investor,Christopher Folland,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
9644863,,Chukwudiasor Dike,,,benevolentdike@gmail.com,,List import
11061021,Inactive Investor,Kevin Rex,Partner;Wealth Advisor,Morton Wealth,krex@mortonwealth.com,,Salesforce
9555346,,Andrew Perri,,,aperri@pinnaclewealthonline.com,,List import
10778873,Inactive Investor,Antonio Fusco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",antonio_fusco@ml.com,,Salesforce
221705,,John Sicner,"Chief Compliance Officer, Member","Sicner Asset Management, L.l.c.",jsicner@aol.com,678-771-8059,Manual List Upload
11095679,Inactive Investor,Michael Scammacca,,"Next Financial Group, Inc. Cohoes NY 7 Mohawk St",,,Salesforce
10908056,Inactive Investor,Jiyoon Yoo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11234126,Inactive Investor,Samantha Cornish,,"Hantz Financial Services, Inc.",,,Salesforce
339961,,Dwight Machael,Vice President,American Retirement Planning Group Inc,dmachael@unitedplanners.com,702-655-8300,Manual List Upload
9584387,,Christopher Gottscho,,,perezv@fieldsgottscho.com,,List import
10858068,Inactive Investor,Michael Lovecchio,Director;Senior Partner;Wealth Advisor,"Jacobi Capital Management, LLC Berwyn PA 1055 Westlakes Dr",mlovecchio@jacobiwealth.com,,Salesforce
10886551,Inactive Investor,Aaron Wiefering,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10805448,Inactive Investor,Richard Gillons,Chief Compliance Officer;Managing Member,RHG Advisors LLC,,,Salesforce
11198330,Inactive Investor,Michele Bissell,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,michele.bissell@primerica.com,,Salesforce
10770969,Inactive Investor,Nicole Haines-Livesay,Complex Risk Officer;Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,,,Salesforce
10752756,Inactive Investor,Stephen Beninati,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",stephen.beninati@rbc.com,,Salesforce
180288,,John Wang,,[Unknown],wongsongyu@gmail.com,,Paid Social
10767250,Inactive Investor,Robert Traitz,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hackensack NJ 433 Hackensack Ave",traitzr@stifel.com,,Salesforce
11163408,Inactive Investor,Jack Stevens,Investment Advisor Representative,"MML Investors Services, LLC Cazenovia NY 7 Mill St",jackstevens@financialguide.com,,Salesforce
9593211,,Chaya Nourafchan,"Chief Compliance Officer, Operations Manager",ATW Partners LLC,cnourafchan@atwpartners.com,646-975-5542,List import
171300,,JAVIER PEREZ,,[Unknown],mieleria@mieleria.com,,
236330,, -,,[[Unknown]],techming2018@gmail.com,,Organic Search
11136216,Inactive Investor,Tammy Gilmartin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",tammy.gilmartin@ml.com,,Salesforce
215679,,Jonathan Han,INVESTOR,DIGITAL CURRENCY GROUP,jonathan@dcg.co,2158087134,Event
9646520,,Sang Kyuen Kim,,,lemon1225v@naver.com,,List import
11010642,Inactive Investor,Preston Ellison,,"Arete Wealth Management, LLC",,,Salesforce
10924605,Inactive Investor,Alicia Larson,,"Osaic Wealth, Inc. Berkley MA Private Residence",,,Salesforce
234884,, -,,[[Unknown]],marksullivan440@gmail.com,,Paid Search
11005446,Inactive Investor,John Pohlig,,"Allstate Financial Services, LLC Torrance CA 20340 Hawthorne Blvd",,,Salesforce
10834388,Inactive Investor,Jack Mutchnik,Vice President - Investment Research,Rockefeller Financial LLC Bethesda MD 2 Bethesda Metro Ctr,jmutchnik@rockco.com,,Salesforce
10965097,Inactive Investor,Samantha Rogers,Paraplanner,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",samantha.rogers@ampf.com,,Salesforce
10774085,Inactive Investor,Charles Robinson,Financial Advisor,Morgan Stanley Berwyn PA 899 Cassatt Rd,charles.robinson@morganstanley.com,,Salesforce
9555223,,David Martin,,,david.martin@securitiesamerica.com,,List import
10904150,Inactive Investor,Michael Schrank,Financial Advisor,"Packerland Brokerage Services, Inc. Oconomowoc WI Private Residence",michael_schrank@packerlandbrokerage.com,,Salesforce
10763519,Inactive Investor,Wayne Pratt,Financial Advisor,Edward Jones Vicksburg MS 1419 Washington St,wayne.pratt@edwardjones.com,,Salesforce
11209047,Inactive Investor,Ryan Dooley,,"Farmers Financial Solutions, LLC San Diego CA 8996 Miramar Rd",ryan.bnunke@farmersagency.com,,Salesforce
10647303,,Alexander Cherubin,,,cam@wfafinet.com,,List Import
11051199,Inactive Investor,Eric Delorey,Financial Advisor,Edward Jones Rochester NH 160 Washington St,eric.delorey@edwardjones.com,,Salesforce
10928832,Inactive Investor,Jimmy Holland,,"Osaic Wealth, Inc. Sheffield AL 304 N Montgomery Ave",,,Salesforce
11192139,Inactive Investor,Christopher Jewett,Financial Advisor,Edward Jones Lexington SC 111 Ivy Park Ln,chris.jewett@edwardjones.com,,Salesforce
10985034,Inactive Investor,Linda Yonak,,"Prudential Annuities Distributors, Inc",linda.yonak@prudential.com,,Salesforce
11075442,Inactive Investor,Michael Masterson,Institutional Relationship Manager;Vice President,TD Private Client Wealth LLC Marlton NJ 336 Rte 70 E,michael.masterson@td.com,,Salesforce
10816192,Inactive Investor,Pedro Delgado,Financial Advisor,Edward Jones Southfield MI Private Residence,pedro.delgado@edwardjones.com,,Salesforce
11161550,Inactive Investor,Brandon Demers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",brandon.demers@ml.com,,Salesforce
10907916,Inactive Investor,Yanping Wu,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11041732,Inactive Investor,Adrianne Hoy,Account Vice President;Financial Advisor,UBS Financial Services Inc. San Diego CA 600 W Broadway,adrianne.hoy@ubs.com,,Salesforce
10982036,Inactive Investor,James Hurt,,Jefferies LLC Charlotte NC 4201 Congress St,,,Salesforce
232115,, -,,[Unknown],tjholcomb@mac.com,,
10914373,Inactive Investor,Eric Tabor,,LPL Financial LLC Belmont Shore CA Private Residence,eric.tabor@lpl.com,,Salesforce
10986908,Inactive Investor,Hazan Marben,,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,hazan.marben@chase.com,,Salesforce
11177618,Inactive Investor,Alan Farrar,Financial Advisor,Edward Jones Olympia WA 2201 93rd Ave SW,dirk.farrar@edwardjones.com,,Salesforce
10984992,Inactive Investor,Kelly Brown,District Representative,PFS Investments Inc. Canton OH 4445 20th St NW,,,Salesforce
9622523,,Jabu Sibanyoni,,,jabuticaba1969@gmail.com,,List import
10971746,Inactive Investor,Fletcher Mcdonald,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10825633,Inactive Investor,Michael Minervini,Financial Advisor,LPL Financial LLC Portland OR 7185 SW Sandburg St,michael.minervini@lpl.com,,Salesforce
10919031,Inactive Investor,Jessica Szafranski,Financial Advisor,Edward Jones Gorham ME 12 Elm St,jessica.szafranski@edwardjones.com,,Salesforce
9619187,,Juanliu Ho,,,345404891@qq.com,,List import
10933281,Inactive Investor,Matthew Phillips,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,matt.phillips.qug2@statefarm.com,,Salesforce
10934771,Inactive Investor,Ryan Reynolds,,"American Global Wealth Management, Inc.",,,Salesforce
10619104,,Matthew O'Donnell,,,matthew.e.odonnell@morganstanley.com,,List Import
11135711,Inactive Investor,Peter Hoffman,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",hoffmanp@stifel.com,,Salesforce
10952837,Inactive Investor,Andrea Trice,,Cetera Investment Services LLC Canonsburg PA 400 Southpointe Blvd,andrea.trice@ceterainvestors.com,,Salesforce
11036481,Inactive Investor,Dillon Blain,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",dillon.blain@nm.com,,Salesforce
349611,,Anthony Leness,Managing Partner,"Lincoln Peak Capital Management, Llc",tony@lincolnpeakcapital.com,617-765-4770,Manual List Upload
11198668,Inactive Investor,Gary Minder,,"Minder Narusiewicz, Inc. Saint Paul MN 720 Main St",gminder@min-nar.com,,Salesforce
11158330,Inactive Investor,Rhyanne Daniels,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10839634,Inactive Investor,Michael Dalleo,,Lincoln Investment South Berwick ME Private Residence,mdalleo@lincolninvestment.com,,Salesforce
9608094,,Jeff Brown,,,jeffb610@gmail.com,,List import
10867199,Inactive Investor,Matthew Simms,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11075015,Inactive Investor,Bruce Davidson,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",bruce.a.davidson@wellsfargo.com,,Salesforce
10903796,Inactive Investor,Richard Scheffer,,Kovack Securities Inc.,rscheffer@ksifa.com,,Salesforce
10822995,Inactive Investor,Clint Markin,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Eau Claire WI 4935 Keystone Xing",clint.markin@wellsfargoadvisors.com,,Salesforce
9616818,,Nicholas Lonsinger,,,nicholas.lonsinger@gmail.com,,List import
32760,,Stephen Hodgetts,Financial Advisor,"First Capital Advisors Group, LLC",shodgetts@firstcapadv.com,267-329-7620,
11117868,Inactive Investor,Jacqueline Bowen,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",jacqueline_bowen@ml.com,,Salesforce
10801174,Inactive Investor,Matthew Mcgrath,Management Committee;Management Committee Member;Managing Partner;Principal;Regulatory Contact,Evensky & Katz/Foldes Wealth Management,mmcgrath@evensky.com,,Salesforce
9641268,,JD Wolfsberg,,,jdw@centerpointadvisors.net,,List import
9561018,,srey oun,,,lagewe7455@cyclesat.com,,List import
9559542,,A A M Y ALI,,,biedix@msn.com,,List import
11026932,Inactive Investor,Steven Kopala,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",steven.kopala@nm.com,,Salesforce
10830715,Inactive Investor,Jennifer Zanfardino,Senior Client Associate,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",,,Salesforce
11189017,Inactive Investor,Norman Mah,,"Osaic Wealth, Inc. Susanville CA Private Residence",,,Salesforce
10927277,Inactive Investor,Wilson Jativa,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11036747,Inactive Investor,Quinn Chatham,,LPL Financial LLC,quinn.chatham@lpl.com,,Salesforce
207154,,Konstantin von Hoerner,,[Unknown],konstantin@vonhoerner.de,,
10351338,,Seema Datta,,Nomura,seema.datta@nomura.com,,List Import
9576833,,trai -,,,trai23@hotmail.com,,List import
11084681,Inactive Investor,Dwight Caldwell,,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,dwight.caldwell@morganstanley.com,,Salesforce
10787511,Inactive Investor,Grant Stephens,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,grant.stephens@fidelity.com,,Salesforce
11008111,Inactive Investor,Dwayna Perkins,,"Allstate Financial Services, LLC Alpharetta GA 1080 Cambridge Sq",dwaynaperkins@allstate.com,,Salesforce
11014739,Inactive Investor,Olutayo Sobamowo,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10983781,Inactive Investor,Zachary Payne,Financial Advisor,LPL Financial LLC Statesville NC 2117 Simonton Rd,,,Salesforce
10843692,Inactive Investor,Ronald Schwertfeger,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",scott.schwertfeger@nm.com,,Salesforce
10611798,,Adam Morton,"Financial Advisor, Senior Vice President",,adam.morton@rbc.com,,List Import
10807462,Inactive Investor,Harry Allcott,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",harry_allcott@ml.com,,Salesforce
9610717,,Anthony Marlin,,,amarlin@ft.newyorklife.com,,List import
10755187,Inactive Investor,Jennifer Cockman,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Greensboro NC 629 Green Valley Rd",,,Salesforce
10974981,Inactive Investor,Lucia Banko,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,lbanko@ft.newyorklife.com,,Salesforce
7777,,Max Ly,,Market Trade Platform (www.mtplatform.com),maxlymt@gmail.com,,Organic Search
225442,,Felix -,,Felix descampsfelix@gmail.com,descampsfelix@gmail.com,,
10811568,Inactive Investor,Roy Stiltner,,PFS Investments Inc. Ashtabula OH 2217 E 43rd St,roy.stiltner@primerica.com,,Salesforce
10960287,Inactive Investor,Michael Ruscz,,"Prudential Annuities Distributors, Inc",michael.ruscz@prudential.com,,Salesforce
10853768,Inactive Investor,Phebe Cosmo,,J.P. Morgan Securities LLC Venice FL 1320 E Venice Ave,phebe.s.cosmo@jpmorgan.com,,Salesforce
238059,, -,,[[Unknown]],adamleszczynski@wp.pl,,Organic Search
10872863,Inactive Investor,Peter Gialames,,LPL Financial LLC Pittsburgh PA 1580 McLaughlin Run Rd,peter.gialames@lpl.com,,Salesforce
10774809,Inactive Investor,Cassie Lanser,Associate,Morgan Stanley Chicago IL 227 W Monroe St,cassie.lanser@morganstanley.com,,Salesforce
11072309,Inactive Investor,Craig Torbett,Financial Advisor,"Ameriprise Financial Services, LLC Johnson City TN 102 W Springbrook Dr",craig.l.torbett@ampf.com,,Salesforce
9590983,,Zachary Cieslo,,,zachcieslo83@gmail.com,,List import
10489691,,David Barlow,"Financial Advisor, Vice President",Morgan Stanley Plano TX 7500 Dallas Pkwy,david.barlow@morganstanley.com,972-943-7227,List Import
10777779,Inactive Investor,Robert Manning,Executive Director;Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,,,Salesforce
11203713,Inactive Investor,Parker Jaques,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,parker.jaques@jpmorgan.com,,Salesforce
10975575,Inactive Investor,Keenan Mason,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9641601,,Otis Moore,,,otism7759@gmail.com,,List import
9642836,,Heather Powell,,,etherealbeing777@gmail.com,,List import
9593022,,Andrew Krimchanski,,,cryptokrim@gmail.com,,List import
11071633,Inactive Investor,Candice Kakar,,"HighTower Securities, LLC New York NY 512 W 22nd St",ckakar@hightoweradvisors.com,,Salesforce
11200752,Inactive Investor,Maria Spatafora,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,maria.spatafora@primerica.com,,Salesforce
10920525,Inactive Investor,Thomas Pekar,,Cetera Advisors LLC Farmingville NY Private Residence,,,Salesforce
10821492,Inactive Investor,Robert Kecseg,Chief Compliance Officer;Managing Member;Senior Analyst,"Las Colinas Capital Management, LLC",,,Salesforce
9555079,,James Halley,,,jhalley@ayco.com,,List import
11134937,Inactive Investor,Patricia Hegberg,Associate,Thrivent Investment Management Inc. Hanover PA 256 Frederick St,patricia.hegberg@thrivent.com,,Salesforce
10805668,Inactive Investor,Christian Guyot,Wealth Management Associate,Morgan Stanley Edwardsville IL 6181 Bennett Dr,chris.guyot@morganstanley.com,,Salesforce
10482837,,Megan McCabe,,,megan.mccabe@rhoticmedia.com,,Web Form Fillout
10971393,Inactive Investor,Lillian Whelan,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
10885476,Inactive Investor,Vernon Ng,Financial Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. San Francisco CA 130 W Portal Ave,vernon.s.ng@citigroup.com,,Salesforce
11072342,Inactive Investor,Marshall Taylor,Transition Support Partner,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
121524,,Gina Marty,"Account Executive, Relationship Manager","Principal Securities, Inc.",marty.gina@principal.com,636-449-0760,
10979231,Inactive Investor,Stacey Wressell,,The Huntington Investment Company East Jordan MI 102 Mill St,stacey.wressell@huntington.com,,Salesforce
11213297,Inactive Investor,Justin Sheridan,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,justin.sheridan@fmr.com,,Salesforce
10853527,Inactive Investor,William Conroy,,"UMB Financial Services, Inc. New York NY 100 William St",,,Salesforce
11194322,Inactive Investor,Katherine Badertscher,,"Osaic Wealth, Inc. Stilwell KS Private Residence",,,Salesforce
9602522,,John Knox,,,jknox@metlife.com,,List import
11073459,Inactive Investor,Mark Saddler,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",mark.saddler@wellsfargoadvisors.com,,Salesforce
10905375,Inactive Investor,Todd Polley,Financial Advisor,Edward Jones Sun City AZ 13622 N 99th Ave,todd.polley@edwardjones.com,,Salesforce
10954558,Inactive Investor,Gary Henley,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,gary.henley@fmr.com,,Salesforce
9595560,,Austin Reynolds,,,areynolds@tollesonwealth.com,,List import
10756801,Inactive Investor,Meg Hastings,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,meg.hastings@ubs.com,,Salesforce
11210558,Inactive Investor,Jenna Mundorff,,"Northwestern Mutual Investment Services, LLC New Hartford NY 19 Campion Rd",jenna.mundorff@nm.com,,Salesforce
10914844,Inactive Investor,Marco Romano,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
10812481,Inactive Investor,John Nowell,Financial Advisor,LPL Financial LLC Madison MS 223 Key Dr,john.nowell@lpl.com,,Salesforce
10858140,Inactive Investor,Jason Henry,Investment Advisor Representative;Wealth Management Advisor,LPL Financial LLC Victoria TX 1717 N Laurent St,jason.henry@lpl.com,,Salesforce
9540937,,Nathan Shapiro,,Nathan Shapiro,nylairchief@gmail.com,,Web Form
343883,,Raymond Held,Member,Abbott Capital Management Llc,rheld@abbottcapital.com,212-757-2700,Manual List Upload
9599734,,JK Kang,,,bayportmotor@gmail.com,,List import
229663,, -,,[[Unknown]],kamalsoliman@icloud.com,,
10825909,Inactive Investor,John Hearn,,"Carty & Company, Inc.",jhearn@cartyco.com,,Salesforce
11168496,Inactive Investor,Thaddeus Ostrowski,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,thaddeus.ostrowski@fidelity.com,,Salesforce
11189208,Inactive Investor,Jignesh Chande,Private Client Banker,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,jignesh.chande@jpmorgan.com,,Salesforce
10800537,Inactive Investor,Theresa Apruzzese,Chief Compliance Officer;Principal,"Modera Wealth Management, LLC",terryd@moderawealth.com,,Salesforce
9576466,,Jill Haueter,,,jhaueter@cantella.com,,List import
10965069,Inactive Investor,Nicholas Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces NM 425 S Telshor Blvd",,,Salesforce
11130347,Inactive Investor,Georgiann Collins,Portfolio Associate,Morgan Stanley Rochester NY 300 Linden Oaks,georgiann.vallee@morganstanley.com,,Salesforce
11069142,Inactive Investor,Adam Levi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",adam.levi@ml.com,,Salesforce
10826389,Inactive Investor,Deenna Schunk-Peru,Financial Advisor,Robert W. Baird & Co. Incorporated Tucson AZ 3567 E Sunrise Dr,dschunk-peru@rwbaird.com,,Salesforce
223832,,Matthew Jachimiak,,Durbin Bennett,matthewjachimiak@durbinbennettwealth.com,,
10889794,Inactive Investor,Shelby Roberts,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11066755,Inactive Investor,Jeremy Newton,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jeremy.newton@ml.com,,Salesforce
11091946,Inactive Investor,Debbie Brindamour,,J.P. Morgan Securities LLC Upland CA 31 W Foothill Blvd,debbie.brindamour@jpmorgan.com,,Salesforce
10931949,Inactive Investor,James Jacobson,Chief Compliance Officer;Managing Member;Partner;President;Private Wealth Advisor;Regulatory Contact,Strategic Portfolio Managers,,,Salesforce
9622120,,Serge Meyer,,,serge.meyer@datalynx.ch,,List import
10802758,Inactive Investor,John Spahn,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",john.spahn@ml.com,,Salesforce
11027729,Inactive Investor,Angjelo Harapi,,J.P. Morgan Securities LLC Briarcliff Manor NY 1100 Pleasantville Rd,angjelo.harapi@jpmorgan.com,,Salesforce
11022324,Inactive Investor,Ann Hundl,Financial Advisor,"Ameriprise Financial Services, LLC El Campo TX 810 N Mechanic St",ann.hundl@ampf.com,,Salesforce
10945619,Inactive Investor,Tyler Gatzulis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tyler_gatzulis@vanguard.com,,Salesforce
11004536,Inactive Investor,Victoria Phillips,,"BOK Financial Securities, Inc.",,,Salesforce
11036150,Inactive Investor,Silviya Cassar,,"Ameriprise Financial Services, LLC Mystic CT 56 Williams Ave",silviya.cassar@ampf.com,,Salesforce
10943001,Inactive Investor,Andre Schelbauer,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,andre.schelbauer@jpmorgan.com,,Salesforce
11076042,Inactive Investor,David Wilson,Managing Member;Managing Partner;President;Shareholder,Generational Wealth Management,dwilson@gen-wealth.com,,Salesforce
11174116,Inactive Investor,William Morrissey,Partner;Senior Wealth Advisor,EP Wealth Advisors Mount Vernon WA 1111 Cleveland Ave,wmorrissey@epwealth.com,,Salesforce
10808921,Inactive Investor,Matthew Eggers,,Morgan Stanley Alpharetta GA 3 Edison Dr,matthew.eggers@morganstanley.com,,Salesforce
10918156,Inactive Investor,Patricia Mitchell,,PFS Investments Inc. Overland Park KS 8500 W 110th St,patricia.mitchell@primerica.com,,Salesforce
11196880,Inactive Investor,Ashley Beswick,Financial Advisor,Edward Jones Clay Center KS 613 5th St,ashley.beswick@edwardjones.com,,Salesforce
9577354,,Angela Holliday,,,aholliday@frostbank.com,,List import
208697,,Floyd Fraser,,[Unknown],mrfraser02@hotmail.com,,
11162595,Inactive Investor,Thomas Roycroft,,Cetera Advisor Networks LLC Glen Mills PA 205 Baltimore Pike,,,Salesforce
10869261,Inactive Investor,Terrence Martin,Chief Compliance Officer;Financial Advisor;President;Principal,"Marius Wealth Management, LLC",mike@mariuswealth.com,,Salesforce
10934966,Inactive Investor,Kayley Neri,,"First Command Brokerage Services, Inc. Havelock NC 206 Stonebridge Sq",keneri@firstcommand.com,,Salesforce
10902155,Inactive Investor,Ping-Szu Huang,,Citigroup Global Markets Inc.,,,Salesforce
10945294,Inactive Investor,Andrew Vasquez,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
11001239,Inactive Investor,Jonathan Scott,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",jonathan.scott@prudential.com,,Salesforce
10778844,Inactive Investor,James Hinnegan,Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,james.hinnegan@ubs.com,,Salesforce
10868700,Inactive Investor,Stephanie Buechting,,"Raymond James Financial Services, Inc. Tempe AZ 1988 E Baseline Rd",stephanie.buechting@raymondjames.com,,Salesforce
11183067,Inactive Investor,Aaron Mesaros,,"Allstate Financial Services, LLC Woodinville WA 13120 NE 177th Pl",aaronmesaros@allstate.com,,Salesforce
10793382,Inactive Investor,Marcus Ranallo,Executive Director,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,marcus.ranallo@jpmorgan.com,,Salesforce
11099386,Inactive Investor,Afrasiab Kabir,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",afrasiab.kabir@ml.com,,Salesforce
11253979,Inactive Investor,Kevin Juarez Barragan,,J.P. Morgan Securities LLC,,,Salesforce
10862307,Inactive Investor,Teri Derosa,Financial Advisor,"Ameriprise Financial Services, LLC Lake Havasu City AZ 1845 McCulloch Blvd N",teri.derosa@ampf.com,,Salesforce
1001901,Inactive Investor,William Parizeau,Consultant to the Board,Cabot-Wellington,wparizeau@cabwel.com, +1 617 451 1744,
9571586,,Robert Brown,,,rbrown@apexiumfin.com,,List import
10870897,Inactive Investor,Linda Rossi,Investment Advisor Representative,R2 Wealth Management Partners,linda@r2wealth.com,,Salesforce
10900363,Inactive Investor,Ryan Yee,Investment Advisor Representative,"Centaurus Financial, Inc. San Jose CA 1580 Oakland Rd",,,Salesforce
10617217,,Deborah Cross,,,dcross@romanowealth.com,,List Import
11062317,Inactive Investor,Stephen Senteio,Financial Advisor,Edward Jones Middletown RI 790 Aquidneck Ave,steve.senteio@edwardjones.com,,Salesforce
242551,,Swee Liew,Advisor,[Unknown],swee-lin.liew@bainadvisor.com,,Database Upload
10508231,,Robert Fama,,GS,robert.fama@gs.com,,List Import
11114428,Inactive Investor,Dragomir Vasovic,,Stonex Securities Inc. New York NY 400W E 58th St,dragomir.vasovic@saswealth.com,,Salesforce
10939005,Inactive Investor,George Elliman,Chief Compliance Officer;Chief Financial Officer;Director - Business Development;Member;Partner,"WestEnd Capital Management, LLC. Santa Monica CA 520 Broadway",gelliman@wcmsf.com,,Salesforce
10910589,Inactive Investor,Brian Salguero,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",brian.salguero@usbank.com,,Salesforce
11017066,Inactive Investor,Alec Bennett,,"MML Investors Services, LLC Denton TX 1801 Hinkle Dr",,,Salesforce
9616892,,Alfred Lubarsky,,,bdvoltaire@yahoo.com,,List import
368057,,Miguel Emilio Ladron de Cegama,Other,Retired/professional investor (EU),miguel.l.cegama@gmail.com,(463) 091-5165,Webinar
11183652,Inactive Investor,David Drogon,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",david.drogon@wellsfargoadvisors.com,,Salesforce
11016273,Inactive Investor,Kelly McDermott,,"Ameriprise Financial Services, LLC Dallas TX 6510 Abrams Rd",kelly.mcdermott@ampf.com,,Salesforce
11182956,Inactive Investor,Owen Stephens,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9625403,,Richard Froom,,,rick@rfroom.com,,List import
10915258,Inactive Investor,Brian Nethercutt,Financial Advisor,Lincoln Investment Greenville NC 1350 E Arlington Blvd,bnethercutt@lincolninvestment.com,,Salesforce
106822,,Joseph LaCkore,,Midwest ATC,joelackore@yahoo.com,2707025590,Organic Search
11181182,Inactive Investor,Andrea Hollstein,Financial Advisor,Edward Jones Lamar MO 402 E 12th St,andrea.hollstein@edwardjones.com,,Salesforce
10645364,,Lee Fisher,,,leefisher@primerica.com,,List Import
11083361,Inactive Investor,Kevin Wunker,Senior Associate,"Raymond James & Associates, Inc.",kevin.wunker@raymondjames.com,,Salesforce
10931536,Inactive Investor,Mayra Martinez,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",,,Salesforce
10787717,Inactive Investor,Jennifer Morris,Financial Advisor,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",jennifer.morris@wellsfargoadvisors.com,,Salesforce
11183713,Inactive Investor,Sylvia Millar,Financial Advisor,J.P. Morgan Securities LLC Bradenton FL 4310 53rd Ave E,sylvia.l.millar@ml.com,,Salesforce
10963522,Inactive Investor,Nicholas Sullenger,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",,,Salesforce
10796424,Inactive Investor,Susan Potter,Financial Advisor,Morgan Stanley Boston MA 28 State St,,,Salesforce
10784375,Inactive Investor,Joshua Padrick,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",joshua.padrick@ampf.com,,Salesforce
11141099,Inactive Investor,Sabrina Carter,Portfolio Associate,Morgan Stanley Jacksonville FL 50 N Laura St,sabrina.carter@morganstanley.com,,Salesforce
11065713,Inactive Investor,Joseph Neal,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",bill.neal@wellsfargoadvisors.com,,Salesforce
10987219,Inactive Investor,Andrew Pariva,,"Transamerica Financial Advisors, Inc Phoenix AZ 10429 S 51st St",andrew.pariva@tfaconnect.com,,Salesforce
10882556,Inactive Investor,Stephen Coffey,Financial Advisor,Edward Jones Edgewater MD 157 Mitchells Chance Rd,stephen.coffey@edwardjones.com,,Salesforce
10617794,,Robert Dombrowski,,,robert.dombrowski@wfafinet.com,,List Import
10760133,Inactive Investor,Roy Carlberg,,Jefferies LLC,rcarlberg@jefferies.com,,Salesforce
10964000,Inactive Investor,Joshua Camargo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",joshua.camargo@ml.com,,Salesforce
10619097,,Jared Dowdakin,,,jared.dowdakin@morganstanley.com,,List Import
10943243,Inactive Investor,Lawrence Brinks,,"Cambridge Investment Research, Inc. Hermitage TN 256 Jackson Meadows Dr",,,Salesforce
10961109,Inactive Investor,Brian Saba,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Miami FL 10795 NW 58th St,brian.saba@jpmorgan.com,,Salesforce
10617694,,Elvira Aldana,,,elvira.aldana@tfaconnect.com,,List Import
10859060,Inactive Investor,Peter Mickelson,,Cetera Advisor Networks LLC Milwaukee WI 10150 W National Ave,mickelsonp@ceteranetworks.com,,Salesforce
11031243,Inactive Investor,Anthony Cino,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1400 American Blvd",anthony_cino@ml.com,,Salesforce
10794639,Inactive Investor,Dennis White,,Cetera Investment Services LLC Brookfield WI 15700 W Bluemound Rd,,,Salesforce
11176186,Inactive Investor,Michael Lincoln,,Cetera Advisor Networks LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
11078533,Inactive Investor,Todd Brooks,,"The Benchmark Company, LLC",tbrooks@benchmarkcompany.com,,Salesforce
9598558,,sai jaaf,,,saitjaafar@gmail.com,,List import
10614750,,Angela Valvano,"Director, Financial Advisor, Vice President",,angela.valvano@morganstanley.com,,List Import
10929831,Inactive Investor,John Mueller,,"Harbour Investments, Inc. Brookfield WI 13965 W Burleigh Rd",,,Salesforce
11142405,Inactive Investor,Paul Karchawer,Financial Professional,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",paul.karchawer@prudential.com,,Salesforce
11157458,Inactive Investor,Thomas Konopka,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",thomas.konopka@ml.com,,Salesforce
11199114,Inactive Investor,Colleen Beaumont,,"Voya Financial Advisors, Inc. Ferndale MI 881 W Maplehurst St",,,Salesforce
11187472,Inactive Investor,Jhon Guevara Osorio,,J.P. Morgan Securities LLC New York NY 659 W 181st St,jhon.guevara-osorio@jpmorgan.com,,Salesforce
11171943,Inactive Investor,Shane Petrelli,,"Allstate Financial Services, LLC Las Vegas NV 7501 N Cimarron Rd",shanepetrelli@allstate.com,,Salesforce
11112032,Inactive Investor,Jeffrey Miller,Private Wealth Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",jeff.miller@ampf.com,,Salesforce
10806493,Inactive Investor,Jesus Medina Arellano,,Morgan Stanley New York NY 55 E 52nd St,jesus.medina-arellano@morganstanley.com,,Salesforce
11138717,Inactive Investor,Frederick Leonard,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Mystic CT 60 Willow St,,,Salesforce
11118881,Inactive Investor,Calvin Thompson,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",cthompson@tiaa.org,,Salesforce
9629667,,T Hoffman,,,ted.hoffman@smhgroup.com,,List import
10859821,Inactive Investor,Chris Copeland,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,christopher.copeland@ceterainvestors.com,,Salesforce
10888838,Inactive Investor,Antonio Fernandez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",antonio.fernandez@schwab.com,,Salesforce
11007390,Inactive Investor,Paola Leininger,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",paola.leininger@usbank.com,,Salesforce
10803932,Inactive Investor,Irwin Sobers,Wealth Advisor,LPL Financial LLC Hanover MD 7065 Arundel Mills Blvd,irwin.sobers@lpl.com,,Salesforce
9638735,,Delilah Almeda,,,dalmeda1@mdc.edu,,List import
11229613,Inactive Investor,Thomas Klemm,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
11222318,,Leeann Brown,,,lbrown@regalria.com,,List Import
11114820,Inactive Investor,Nina Covrljan,Global Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlton NJ 351 Rte 70 W",nina.covrljan@ml.com,,Salesforce
9540386,,Douglas Lane,,,douglane@comcast.net,,List Import
10876166,Inactive Investor,Thomas Gerson,Chief Compliance Officer;Managing Partner,"Blair Hall Advisors, LLC Seattle WA 1150 17th Ave E",tgerson@blairhalladvisors.com,,Salesforce
10845918,Inactive Investor,James Boyle,Chief Executive Officer;Co-Founder;Managing Member,"Dynamic Wealth Strategies, LLC",brian@dynwealth.com,,Salesforce
11148592,Inactive Investor,Mark Ruof,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",mark.ruof@rbc.com,,Salesforce
8481054,,Rob Gordon,,Kroll,robert.gordon@kroll.com,,List Import
10943083,Inactive Investor,Kenneth Carlstrom,,PFS Investments Inc. Aurora CO 6105 S Main St,kenneth.carlstrom@primerica.com,,Salesforce
60014,,Sylvia McKinney,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",sylvia.mckinney@transamerica.com,972-516-1061,
11232892,Inactive Investor,Sherri Wagler,,"Wells Fargo Clearing Services, LLC Davenport IA 4300 E 53rd St",sherri.wagler@wellsfargoadvisors.com,,Salesforce
10761815,Inactive Investor,Francis Bautz,Financial Planner,Merit Financial Advisors Boynton Beach FL 8198 S Jog Rd,,,Salesforce
10742891,,Y B,,,measly.rivers-0k@icloud.com,,Web Form Fillout
10811822,Inactive Investor,James Aukerman,,"Avantax Investment Services, Inc. Traverse City MI Private Residence",,,Salesforce
6592065,,Arbaisa Sabdullah,,,arbaisasabdullah@gmail.com,,Web Form Fillout
10461575,,hai wang,,,411763633@qq.com,,Web Form Fillout
11180915,Inactive Investor,Blaire Adamczak,Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Rd",blaire.adamczak@raymondjames.com,,Salesforce
10867386,Inactive Investor,Alex Gerads,,Cetera Investment Services LLC,,,Salesforce
10998681,Inactive Investor,Esmeralda Gutierrez,,PFS Investments Inc. San Jose CA 3031 Tisch Way,esmeraldagutierrez@primerica.com,,Salesforce
9566304,,Thomas Burke,,,thomas.burke@lfg.com,,List import
9570877,,Charles Howe,,,chowe@marinercapital.com,,List import
10782527,Inactive Investor,David Blisk,,"Spire Securities, LLC",dblisk@spireip.com,,Salesforce
169502,,Jonathan Holder,,[Unknown],jpholder1@gmail.com,,Other
648,,,,,eee01rogers@rogers.com,,
10787180,Inactive Investor,Edward Pulido,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,edward.pulido@fidelity.com,,Salesforce
349728,,Daniel Galpern,"Member, Tzp Management Associates, Llc","Tzp Management Associates, Llc",dgalpern@tzpgroup.com,212-398-0300,Manual List Upload
10777607,Inactive Investor,John Moreno,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,john.moreno@morganstanley.com,,Salesforce
336169,,Mark Bonsall,Director,Conrad Siegel Investment Advisors,mbonsall@m.conradsiegel.com,717-652-5633,Manual List Upload
11229733,Inactive Investor,Taylor Solita,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",taylor.solita@nm.com,,Salesforce
244449,,Scott Jarred,Advisor,"Invst, LLC",scott@invst.com,13172021891,Manual List Upload
10983017,Inactive Investor,Cory Wright,,LPL Financial LLC Montgomery AL 8116 Old Federal Rd,cory.wright@lpl.com,,Salesforce
11118962,Inactive Investor,Erik Moreno,,J.P. Morgan Securities LLC Yorba Linda CA 20385 Yorba Linda Blvd,,,Salesforce
10768804,Inactive Investor,Matthew Barile,,Henley & Company LLC New York NY 5 Penn Plz,,,Salesforce
10892913,Inactive Investor,Kate Sweetman,,LPL Financial LLC San Diego CA 12348 High Bluff Dr,kate.e.sweetman@lpl.com,,Salesforce
10802686,Inactive Investor,Don Silk,Financial Planner,"Northeast Planning Associates, Inc. Portsmouth NH 121 Shattuck Way",cgrammatic@northeastplanning.com,,Salesforce
10524217,,John Weber,,,jrweber912@gmail.com,,Web Form Fillout
9637659,,Jonathan Erickson,,,erickson@princeton.edu,,List import
242766,,Daniel Fox,Senior Portfolio Manager,[Unknown],daniel.fox@marlborough.co.uk,,Database Upload
10934223,Inactive Investor,Fernando Briones,,J.P. Morgan Securities LLC Houston TX 600 Travis St,fernando.briones@jpmorgan.com,,Salesforce
11013120,Inactive Investor,David Wilson,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10873934,Inactive Investor,Gilbert Gardner,,"Farmers Financial Solutions, LLC Citrus Heights CA 8035 Madison Ave",rgardner@farmersagent.com,,Salesforce
9555466,,Pavandeep Sethi,,,psethi@gladiusgroup.com,,
9644430,,william dyer,,,randydyer4me@me.com,,List import
10951958,Inactive Investor,Katherine Kula,Chief Compliance Officer;Director - Operations;Founding Partner;Member,"Basepoint Wealth, LLC",katie.kula@basepointwealth.com,,Salesforce
11034950,Inactive Investor,Jacob Poole,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.poole@fidelity.com,,Salesforce
10978272,Inactive Investor,William Oliveras,,"First Command Brokerage Services, Inc.",,,Salesforce
10939025,Inactive Investor,Tyler McMurray,Chief Compliance Officer;Member,"Visionary Horizons, LLC",,,Salesforce
11101748,Inactive Investor,Gregory Allare,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 4647 N 32nd St",greg.allare@nm.com,,Salesforce
11120954,Inactive Investor,Charles Kudrna,Financial Advisor,"Ameriprise Financial Services, LLC Pensacola FL 25 W Cedar St",charles.kudrna@ampf.com,,Salesforce
9557993,,Bradley A Stamper,,,bradley.stamper0815@gmail.com,,List import
368183,,Samantha Anthony,President,,sjanthony2012@live.com,,Webinar
10902319,Inactive Investor,Mark Reed,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",mark.d.reed@ampf.com,,Salesforce
9644413,,Cher Xing,,,cherxing@gmail.com,,List import
342291,,Alec Finigan,Senior Associate,"Westfield Capital Management Company, L.p.",afinigan@wcmgmt.com,617-428-7100,Manual List Upload
9579880,,James Fay,,,jfay@massmutual.com,,List import
11185602,Inactive Investor,Alaina Walden,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,alaina.walden@primerica.com,,Salesforce
11115464,Inactive Investor,Katerina Hencova,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",katerina.hencova@lfg.com,,Salesforce
9584377,,Robert Gibbins,,,rgibbins@autonomycapital.com,,List import
9598106,,chris bonga,,,chris@revexpress.com,,List import
11104425,Inactive Investor,Clarence Duran,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11006771,Inactive Investor,Brittany Griffin,Financial Advisor,LPL Financial LLC Port Clinton OH 4068 E Harbor Rd,brittany.griffin@lpl.com,,Salesforce
9635096,,Mark Chmar,,,mchmar@btsmanagement.com,,List import
11254227,Inactive Investor,Nathan Hartman,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",,,Salesforce
10614909,,Samuel Polk,"Financial Advisor, Portfolio Manager, Vice President - Wealth Management",,samuel.polk@morganstanley.com,,List Import
9557759,,Ken Mazzie,,,mazziek@hdvest.com,,List import
11083510,Inactive Investor,Kevin Lo,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11188274,Inactive Investor,Michael Krum,,"Osaic Wealth, Inc. Morrisville PA 1790 Yardley Langhorne Rd",,,Salesforce
11134406,Inactive Investor,Jeremy Hume,Banker;Executive Director,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,jeremy.hume@jpmorgan.com,,Salesforce
11162366,Inactive Investor,Michael Resnik,Financial Planner,LPL Financial LLC Sherman Oaks CA 15490 Ventura Blvd,michael.resnik@lpl.com,,Salesforce
10833974,Inactive Investor,Carl Cornaglia,,Kovack Securities Inc. North Haven CT 5 Saint John St,ccornaglia@ksifa.com,,Salesforce
11168689,Inactive Investor,Scott Fletcher,National Sales Director,PFS Investments Inc. Paramus NJ 66 Paramus Rd,scott.fletcher@primerica.com,,Salesforce
216229,,Alicia Bakowski,,bakowski@hotmail.com Bakowski,bakowski@hotmail.com,,Event
9641003,,Richard Kilpatrick,,,richardmkilpatrick@gmail.com,,List import
10814714,Inactive Investor,Kevin Mclane,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kevin_shawn.mclane@ml.com,,Salesforce
10999893,Inactive Investor,Samuel Aamot,Registered Wealth Management Associate,Wedbush Securities Inc. Beverly Hills CA 9301 Wilshire Blvd,sam.aamot@wedbush.com,,Salesforce
11139077,Inactive Investor,Stephen O'Donnell,Financial Professional,"Pruco Securities, LLC. Buffalo NY 100 College Pkwy",srobert.odonnell@prudential.com,,Salesforce
9637168,,Robert Huntley,,,rhuntley@northstarinvestments.com,,List import
10607845,,Lisa Sternberg,,,lisa@highlinewp.com,,Web Form Fillout
1096120,,Michael Hanson,,,mfhanson@gmail.com,,
5884532,,Ehtesham Rafiq,,,ehteshamuksadam786@gmail.com,,Web Form Fillout
11027645,Inactive Investor,James VanderWaal,,Kovack Securities Inc. Wilmington DE 2751 Centerville Rd,,,Salesforce
10862834,Inactive Investor,John Solarczyk,,"Herbert J. Sims & Co, Inc. San Clemente CA 1010 S El Camino Real",jsolarczyk@hjsims.com,,Salesforce
11097381,Inactive Investor,Ethan Jacobson,Financial Advisor,LPL Financial LLC Cedar Falls IA 411 Clay St,ethan.d.jacobson@lpl.com,,Salesforce
10753094,Inactive Investor,Cynthia Martin,Client Relationship Advisor;Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11149684,Inactive Investor,Christopher Jensen,Financial Advisor,Edward Jones New Ulm MN 700 N Minnesota St,chris.jensen@edwardjones.com,,Salesforce
113062,,Allen Dengler,Senior Associate,Cerity Partners LLC,adengler@hpmpartners.com,216-464-6266,
10846281,Inactive Investor,Roberta Stevens,,"Raymond James Financial Services, Inc. Park Ridge IL 930 Busse Hwy",roberta.stevens@raymondjames.com,,Salesforce
10803400,Inactive Investor,Quentin Davis,,"Independent Advisor Alliance, LLC Oskaloosa KS Private Residence",quentin@independentadvisoralliance.com,,Salesforce
11091130,Inactive Investor,Virginia Kenney,Financial Advisor,Edward Jones Prairie Village KS 4121 W 83rd St,ginger.kenney@edwardjones.com,,Salesforce
10915557,Inactive Investor,Jamie Hall,Financial Advisor,Edward Jones Lexington TN 33 N Main St,jamie.hall@edwardjones.com,,Salesforce
11105820,Inactive Investor,Michael Mcdonald,,"FBL Marketing Services, LLC Peru IN 1560 W Logansport Rd",michael.mcdonald@fblfinancial.com,,Salesforce
10908425,Inactive Investor,James Kemp,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",james.c.kemp@bofa.com,,Salesforce
10819360,Inactive Investor,Analicia Gil Brocchetto,Director;Investment Advisor,Citigroup Global Markets Inc.,,,Salesforce
232044,, -,,[[Unknown]],cecilia71957@gmail.com,,
10757996,Inactive Investor,Jeffrey Bloomfield,Financial Advisor;Vice President,Morgan Stanley Middleton MA 35 Village Rd,jeffrey.bloomfield@morganstanley.com,,Salesforce
9554053,,Julia Castle,,,castlerockjulia@gmail.com,,List import
11218631,,Abigail Mcclay,,,avalek@rwbaird.com,,Other
10778576,Inactive Investor,Michael Pietronico,Chief Executive Officer;Founding Partner;Regulatory Contact,Miller Tabak Asset Management New York NY 200 Park Ave,,,Salesforce
236417,, -,,[[Unknown]],elimmcgroup@gmail.com,,
9603592,,Isabella Cartew,,,isabelle1987@yahoo.com,,List import
10855421,Inactive Investor,Joshua Whelan,,"Lion Street Financial, LLC Bellevue WA 500 108th Ave NE",jwhelan@lionstreet.com,,Salesforce
11026253,Inactive Investor,Aaron Gonzalez,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",aarongonzalez@ml.com,,Salesforce
10787135,Inactive Investor,Jack Sapolsky,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,jack.sapolsky@primerica.com,,Salesforce
11052308,Inactive Investor,Iffat Jannati,,J.P. Morgan Securities LLC New York NY 360 Park Ave,iffat.jannati@jpmorgan.com,,Salesforce
11006638,Inactive Investor,Jennifer Meyer,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,jjmeyer@ft.newyorklife.com,,Salesforce
10873382,Inactive Investor,Robert Keyes,,Cetera Advisors LLC Corona CA Private Residence,,,Salesforce
11052129,Inactive Investor,Christopher Cuevas,,"American Fidelity Securities, Inc.",christopher.cuevas@af-group.com,,Salesforce
11174242,Inactive Investor,Marykate Mcginley,Client Service Associate,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,marykate.mcginley@jpmorgan.com,,Salesforce
10869328,Inactive Investor,Scott Verne,Financial Advisor,Edward Jones Highland Park IL 610 Central Ave,scott.verne@edwardjones.com,,Salesforce
10839197,Inactive Investor,Donald Cianto,,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",donald.cianto@raymondjames.com,,Salesforce
11038830,Inactive Investor,John Esposito,Financial Advisor,Commonwealth Financial Network Shelton CT 1000 Bridgeport Ave,,,Salesforce
11239011,Inactive Investor,Fanny Yuen,,LAKESIDE BANK,fyuen@lakesidebank.com,,Salesforce
9616262,,Talma Valery,,,val@merlyn.ai,,List import
10753868,Inactive Investor,Steven Beatty,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Port Huron MI 527 Huron Ave",steven.j.beatty@ampf.com,,Salesforce
10860316,Inactive Investor,Charles Blasgen,,NYLIFE Securities LLC Dyer IN Private Residence,cblasgen@ft.newyorklife.com,,Salesforce
9640337,,Nicolas Uster,,,nuster@pictet.com,,List import
9871603,,Dr Chinua Akukwe,,,cakukwe@att.net,,Web Form Fillout
11222504,,Tania Gordon,,,tgordon@firstrepublic.com,,List Import
11081567,Inactive Investor,Lianne Boneberg,,"Osaic Wealth, Inc. Erie PA 2205 W Grandview Blvd",,,Salesforce
11135961,Inactive Investor,Armand Arteaga,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11118478,Inactive Investor,Kyle Sibert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11213178,Inactive Investor,Kody Klumb,,Cetera Advisor Networks LLC Marinette WI 2035 Marinette Ave,,,Salesforce
9610789,,mohsen amiri,,,mohsenamiri909@gmail.com,,List import
11057385,Inactive Investor,Adelbert Duffy,Financial Advisor,"CUSO Financial Services, L.P. Westerville OH 622 N State St",aduffy@cusonet.com,,Salesforce
9540345,,David Perlstein,,,dperlstein@debartoloholdings.com,,List Import
10766201,Inactive Investor,Adam Jones,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,adam.jones@ubs.com,,Salesforce
11152119,Inactive Investor,Kenneth Lowe,Financial Advisor,"Ameriprise Financial Services, LLC Cleveland OH 30100 Chagrin Blvd",klow@ampf.com,,Salesforce
9546717,,Sahil Singh,,,xzcvpvdx@gmail.com,,List import
11104932,Inactive Investor,Gerhardi Underhay,,"Raymond James Financial Services, Inc. Bunnell FL 4601 E Moody Blvd",gerhardi.underhay@raymondjames.com,,Salesforce
11175041,Inactive Investor,Francis Dardis,,"Avantax Investment Services, Inc. Dubuque IA 3390 Asbury Rd",egan.dardis@avantax.com,,Salesforce
9555033,,Victor Perez,,,prezentent@gmail.com,,List import
9600882,,David Smolen,,,dsmolen@gipartners.com,,List import
10822892,Inactive Investor,W McCue,Financial Advisor;Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,w.mccue@morganstanley.com,,Salesforce
10757049,Inactive Investor,Viktoriya Rudometkin,Senior Wealth Strategy Associate,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,viktoriya.rudometkin@ubs.com,,Salesforce
10932623,Inactive Investor,Robert Tracy,,LPL Financial LLC San Carlos CA 990 Industrial Rd,robert.tracy@lpl.com,,Salesforce
11171261,Inactive Investor,Brian Peck,,"Ameriprise Financial Services, LLC Staten Island NY 2025 Richmond Ave",,,Salesforce
10758172,Inactive Investor,David Gay,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Charlotte NC 6100 Fairview Rd",gayd@stifel.com,,Salesforce
11131801,Inactive Investor,Nona Rosa,,"Avantax Investment Services, Inc.",,,Salesforce
10849477,Inactive Investor,Kristin Yapel,Senior Investment Associate,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",kristin.yapel@rbc.com,,Salesforce
10985041,Inactive Investor,Stephanie Valdez,,State Farm VP Management Corp. Albuquerque NM 725 San Mateo Blvd NE,stephanie.valdez.fl3y@statefarm.com,,Salesforce
235037,, -,,[[Unknown]],mbradshaw12@nc.rr.com,,
10868756,Inactive Investor,Peter Tracz,,"Osaic Wealth, Inc. Arlington Heights IL 3208 N Salk Rd",peter.tracz@osaicwealth.com,,Salesforce
11047882,Inactive Investor,George Dominello,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",george.dominello@rbc.com,,Salesforce
9615694,,Ta?Neijah Mooty,,,mooty49@gmail.com,,List import
11156544,Inactive Investor,Sarah Nuccie,,J.P. Morgan Securities LLC Greenville SC 1221 Woodruff Rd,,,Salesforce
9594046,,Dean Moulas,,,dmoulas@johnsoninv.com,,List Import
11010880,Inactive Investor,Garrett Reese,,"Avantax Investment Services, Inc. Mooresville NC 907 Brawley School Rd",,,Salesforce
11067716,Inactive Investor,Jenny Stewart,,State Farm VP Management Corp. Fort Worth TX 1708 Western Center Blvd,,,Salesforce
10935300,Inactive Investor,Fabio Vozila,Private Client Advisor,"Citizens Securities, Inc. New York NY 110 W Broadway",fabio.vozila@jpmorgan.com,,Salesforce
10876057,Inactive Investor,Dallin Beveridge,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
10828963,Inactive Investor,Thomas Hutson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,thomas.hutson@fidelity.com,,Salesforce
9630407,,Voon Liew,,,voonyenliew@yahoo.com,,List import
10913259,Inactive Investor,Mladen Jarpun,,J.P. Morgan Securities LLC Edmond OK 300 S Bryant Ave,mladen.jarpun@jpmorgan.com,,Salesforce
203586,,Allen Chapracki,"Manager, Independent Channel, National Accounts","Chartwell Investment Partners, Llc",chapracki@chartwellip.com,610-296-1400,Manual List Upload
348507,,Gregory Bohlen,Managing Member,Union Grove Venture Partners,gb@uniongrovevp.com,866-491-8550,Manual List Upload
10871098,Inactive Investor,Laura Filice,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",laura.filice@wellsfargoadvisors.com,,Salesforce
9639176,,Raymond Bastia,,,rbastia@dioceseofprovidence.org,,List import
9607314,,thomas kim,,,japdam2@gmail.com,,List import
10880888,Inactive Investor,Gregory Sain,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
9578895,,Sean Metrose,,,smetrose@deroydevereaux.com,,List import
10972036,Inactive Investor,Jesse Pellegrino,Investment Advisor Representative,IAM Advisory LLC,jpellegrino@iamadvisoryllc.com,,Salesforce
10823955,Inactive Investor,Rayan Hamze,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,rayan.hamze@morganstanley.com,,Salesforce
217209,,Ronda Lahey,Business Support Analyst,"Charles Schwab & Co., Inc.",ronda.lahey@schwab.com,,Event
11207301,Inactive Investor,Cassandra Brown,,"Raymond James Financial Services, Inc. Cookeville TN 304 N Washington Ave",cassandra.brown@raymondjames.com,,Salesforce
11106907,Inactive Investor,Rebecca Czysen,,LPL Financial LLC Madison WI Private Residence,rebecca.czysen@lpl.com,,Salesforce
10775866,Inactive Investor,Noelle Hoy,,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,noelle.hoy@ubs.com,,Salesforce
11207352,Inactive Investor,Sydney Tindall,,"Raymond James Financial Services, Inc. Chattanooga TN 801 Broad St",todd.tindall@raymondjames.com,,Salesforce
10893211,Inactive Investor,Corbin Briggs,,"Steward Partners Investment Solutions, LLC Saint Louis MO 101 S Hanley Rd",corbin.briggs@stewardpartners.com,,Salesforce
98102,,Sheri Tennett,Staff Accountant,"Shankervalleau Wealth Advisors, Inc.",stennett@shankervalleau.com,847-475-2900,Manual List Upload
11184750,Inactive Investor,Rosalinda Garcia,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
1003127,Inactive Investor,Leslie Toth,,Lugen Family Ofice,leslie@lugenfamilyoffice.com,,3rd Party Lead Gen
9571392,,Justin Howell,,,jhowell@voyafa.com,,List import
11190987,Inactive Investor,Jillian Martin O'Neil,,"MOS Capital, Inc.",jill@moscapital.com,,Salesforce
11053206,Inactive Investor,Michael McGrady,Investment Advisor Representative,Tilson Financial Group Inc,,,Salesforce
10589142,,Matthew Andrews,"Corporate Secretary, Director - Research, President, Regulatory Contact, Secretary, Senior Portfolio Manager","Private Capital Advisors, Inc.",mandrews@privatecapitaladv.com,347-960-4520,List Import
10918128,Inactive Investor,Jennifer Bourret,,"Empower Financial Services, Inc",jennifer.bourret@empower.com,,Salesforce
11217412,,Brian Inman,,,brian.inman@lpl.com,,Other
10965637,Inactive Investor,Edgerton Scott,Chief Compliance Officer;Founding Partner;Managing Principal;Portfolio Manager,"Bergen Park Capital Management, LLC",tscott@bergenparkcapital.com,,Salesforce
11008490,Inactive Investor,Philip Palumbo,Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,Palumbo Wealth Management LLC,philip.palumbo@palumbowm.com,,Salesforce
348877,,John Gunn,Managing Principal,"John L. Gunn & Associates, Llc",john@johnlgunn.com,503-656-9096,Manual List Upload
11230838,Inactive Investor,Nihar Shah,Financial Planning Analyst,"Ameriprise Financial Services, LLC Chino Hills CA 14778 Pipeline Ave",nihar.shah@ampf.com,,Salesforce
10903167,Inactive Investor,Robin Vernon,Financial Advisor,"MML Investors Services, LLC Tallahassee FL 3233 Thomasville Rd",,,Salesforce
11014628,Inactive Investor,Robert Hahn,,William Blair,,,Salesforce
9570590,,Thomas Mohorcic,,,thomas.mohorcic@huntington.com,,List import
10813480,Inactive Investor,Tammy Hancock,Senior Vice President,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",tammy.hancock@raymondjames.com,,Salesforce
10952529,Inactive Investor,Connor Larson,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,connor.larson@fmr.com,,Salesforce
11101514,Inactive Investor,Matthew Papillo,Client Advisor,"Ashton Thomas Securities, LLC New York NY 10 E 53rd St",matthew.papillo@raymondjames.com,,Salesforce
10927149,Inactive Investor,Kelly Lockhart,,"Wells Fargo Advisors Financial Network, LLC Jackson WY 115 E Pearl Ave",kelly.lockhart@wellsfargoadvisors.com,,Salesforce
11168964,Inactive Investor,Wesley Jivan,,"Farmers Financial Solutions, LLC Barberton OH 29 31st St NW",,,Salesforce
11128111,Inactive Investor,Joshua Zoerner,,"Osaic Wealth, Inc. Kenosha WI 7530 39th Ave",,,Salesforce
10803411,Inactive Investor,Tanya Welch,Partner;Wealth Advisor,BakerAvenue,tw@bakerave.com,,Salesforce
10753467,Inactive Investor,Joel Johnson,,Cetera Financial Specialists LLC Holland MI 460 S Waverly Rd,joel.johnson@ceterafs.com,,Salesforce
10962039,Inactive Investor,Michael Jordan,,"Wells Fargo Clearing Services, LLC Pittston PA 1 S Main St",,,Salesforce
10658230,,Kyle Blazek,,,kyle.blazek@chase.com,,List Import
11132159,Inactive Investor,Denise Cerny,,J.P. Morgan Securities LLC Orland Park IL 13211 S La Grange Rd,denise.cerny@jpmorgan.com,,Salesforce
11059355,Inactive Investor,Mark O'Guinn,Chief Executive Officer;President,Q4 Strategic Equity Advisors Inc.,,,Salesforce
10835589,Inactive Investor,Patrick Cox,,LPL Financial LLC Bartlett IL 137 S Oak Ave,pat.cox@lpl.com,,Salesforce
10997143,Inactive Investor,Paul Swails,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,pswails@primerica.com,,Salesforce
11134869,Inactive Investor,Chelsea Wilson,Investment Associate,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",chelsea.wilson@rbc.com,,Salesforce
10901529,Inactive Investor,Mingya Chan,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9600378,,Wayne Himelsein,,,wayne@logicafunds.com,,List import
11173996,Inactive Investor,Jarrett Collins,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",jcollins@phoenixinc.com,,Salesforce
10869278,Inactive Investor,Renee Skiver,Chief Executive Officer;Financial Advisor,Skiver Investment Services,,,Salesforce
11205438,Inactive Investor,Andrew Stype,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",andrew.stype@ml.com,,Salesforce
11038241,Inactive Investor,Edwin Cabralmedina,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
11235241,Inactive Investor,Frank Bailey,Financial Advisor,"Sound Income Strategies, LLC Cordova TN 98 Timber Creek Dr",,,Salesforce
10972064,Inactive Investor,Mikayla Bexten,Private Wealth Manager,Creative Planning,mikayla.bexten@creativeplanning.com,,Salesforce
10843073,Inactive Investor,Jay Berger,Member,"Independent Wealth Management, LLC",jay.berger@iwmusa.com,,Salesforce
11212974,Inactive Investor,Mark Dobrilovic,,"Independent Financial Group, LLC Mission Viejo CA 26021 Acero",mdobrilovic@ifgrr.com,,Salesforce
11054449,Inactive Investor,Christine Wei,,"Wells Fargo Clearing Services, LLC San Francisco CA 2100 Fillmore St",christine.wei@wellsfargo.com,,Salesforce
11231418,Inactive Investor,Brandon Manchester,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11045759,Inactive Investor,Edward Sachs,Financial Advisor,Thrivent Investment Management Inc. Saint Paul MN 100 Village Center Dr,edward.sachs@thrivent.com,,Salesforce
10885716,Inactive Investor,Grant White,Principal,"Polaris Financial, LLC",,,Salesforce
11174739,Inactive Investor,Bryan Crosser,Financial Advisor,Edward Jones Albia IA 18 Washington Ave E,bryan.crosser@edwardjones.com,,Salesforce
10979338,Inactive Investor,Kimberly Persaud,,"Equitable Advisors, LLC South Richmond Hill NY 131-04 Liberty Ave",kimberly.persaud@equitable.com,,Salesforce
64879,,Jessica Ott,Chief Compliance Officer,"Pya Waltman Capital, Llc",jott@pyawaltman.com,865-693-6301,Manual List Upload
9615277,,leo huang,,,yoomee96@gmail.com,,List import
11062390,Inactive Investor,John Endres,Chief Compliance Officer;Chief Executive Officer;Founding Partner;Treasurer,"Paragon Capital Advisors, LLC Springfield PA 1489 Baltimore Pike",john@paragoncapllc.com,,Salesforce
11008991,Inactive Investor,Alexis Martinez,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,,,Salesforce
11065024,Inactive Investor,Michael Meyer,,Key Investment Services LLC Boulder CO 1933 28th St,michael.meyer@key.com,,Salesforce
112565,,Matthew Rzepka,,Valley Oak,mattr@vofcpa.com,,
74595,,Chrissy Lee,"Chief Operating Officer, Regulatory Contact",Kalos Management,clee@kalosfinancial.com,678-356-1100,
11126704,Inactive Investor,Giorgiana Cotocea,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10858943,Inactive Investor,Katherine Bailey,Financial Advisor,Edward Jones Baker City OR 2017 1st St,katherine.bailey@edwardjones.com,,Salesforce
11104678,Inactive Investor,Minh Tran,,Fidelity Brokerage Services LLC,,,Salesforce
11165628,Inactive Investor,Corey Holtz,,"First Citizens Investor Services, Inc. Fayetteville NC 520 Westwood Shopping Ctr",corey.holtz@firstcitizens.com,,Salesforce
11089684,Inactive Investor,David De La Torre,,J.P. Morgan Securities LLC Whittier CA 15625 Whittier Blvd,david.delatorre@jpmorgan.com,,Salesforce
9579056,,Edward Qian,,,eqian@panagora.com,,List import
10810219,Inactive Investor,Todd Buchner,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",todd.buchner@wellsfargoadvisors.com,,Salesforce
229358,, -,,[[Unknown]],meletonin@gmail.com,,
9641083,,Mark Kobi,,,mjkobi@msn.com,,List import
9616396,,Jeremy Davis,,,jerdavis.sea@gmail.com,,List import
10925717,Inactive Investor,Timothy Kling,,"CFD Investments, Inc. Mishawaka IN 3835 Edison Lakes Pkwy",,,Salesforce
10997015,Inactive Investor,Thomas Mcelgunn,Financial Advisor,Pine Valley Investments,tmcelgunn@pinevalleyinvestments.com,,Salesforce
11023460,Inactive Investor,Stephen Mueller,,"Farmers Financial Solutions, LLC Whittier CA 10419 Bogardus Ave",smueller@farmersagent.com,,Salesforce
10972676,Inactive Investor,Quinn Lamontagne,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,quinn_lamontagne@vanguard.com,,Salesforce
10759235,Inactive Investor,Maritza Camilo,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",maritza_d_camilo@ml.com,,Salesforce
11103583,Inactive Investor,Christopher Mathews,Financial Advisor,LPL Financial LLC Ridgeley WV 3116 Frankfort Hwy,christopher.mathews@lpl.com,,Salesforce
10867364,Inactive Investor,Timothy Gardner,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,timothy.gardner@fidelity.com,,Salesforce
11134628,Inactive Investor,Anjoli Chase,,PFS Investments Inc. Chantilly VA 4455 Brookfield Corporate Dr,achase@primerica.com,,Salesforce
10763780,Inactive Investor,Kevin Kraska,,Janney Montgomery Scott LLC Cockeysville MD 40 Wight Ave,kkraska@janney.com,,Salesforce
10889375,Inactive Investor,Steven Mitchell,,"ELE Wealth Solutions, Inc.",,,Salesforce
9562634,,Mark Teplitz,,,mark.teplitz@gmail.com,,List import
11219993,,Stephen Church,,,schurch@chandlerasset.com,,Other
9578274,,Ali Malik,,,ali_malik96@yahoo.com,,List import
9577302,,Alyson Guest,,,aguest@financialguide.com,,List import
231553,, -,,[[Unknown]],alwayswinners@gmail.com,,
10808288,Inactive Investor,Kenyon Rush,Financial Advisor,Edward Jones Lexington NC 5968 Old US Hwy 52,kenyon.rush@edwardjones.com,,Salesforce
9601902,,Mark Carlson,,,mcarlson@ingfunds.com,,List import
9548867,,steve Higgins,,,steveahiggins@verizon.net,,List import
11071881,Inactive Investor,Lauren Beadles,,"Raymond James Financial Services, Inc. Lake City FL 4641 W US Hwy 90",lauren.beadles@raymondjames.com,,Salesforce
229679,, -,,[[Unknown]],cs@valleymaid.com,,
10825016,Inactive Investor,Johnny Hollis,,PFS Investments Inc. Montgomery AL 1272 Perry Hill Rd,johnny.hollis@primerica.com,,Salesforce
1001785,Inactive Investor,Adam Hamill,Managing Director,Anderson Growth Partners,ahamill@agpadvisors.com,,
9638338,,Richard Ogorek,,,rogorek@ut.edu,,List import
10942125,Inactive Investor,Colin Smith,,"MML Investors Services, LLC Great Barrington MA 789 Main St",,,Salesforce
10764675,Inactive Investor,Deborah Coleman,,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,,,Salesforce
10878352,Inactive Investor,Paul Macias,Financial Planner,"Cole Wealth Management, LLC",,,Salesforce
11030210,Inactive Investor,Dariya Rentuk,,Ally Invest Securities LLC Yorktown Heights NY Private Residence,,,Salesforce
11222033,,Matthew Devenney,,,m_p_devenney@vanguard.com,,List Import
11045696,Inactive Investor,Marc Lowlicht,,B. Riley Wealth Management East Hampton NY 11 Gay Rd,,,Salesforce
11145121,Inactive Investor,Michael Kazmer,Portfolio Administrator;Portfolio Manager;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Westlake Village CA 2535 Townsgate Rd",michael.kazmer@wfafinet.com,,Salesforce
348450,,David Capobianco,Managing Member,Five Point Energy Llc,david@fivepointcp.com,713-351-0700,Manual List Upload
9585475,,Gray Tuttle,,,gray.tuttle@rehmann.com,,List import
11054263,Inactive Investor,Pamela Joo,,Citigroup Global Markets Inc. Fort Lauderdale FL 1636 Town Center Blvd,pamela.joo@citigroup.com,,Salesforce
157621,,Robert Scott,,[Unknown],stillsilentspace@gmail.com,,
9588352,,Me Za,,,mzfin1177@gmail.com,,List import
9566919,,Valerie Brown,,,vbrown@flputnam.com,,List import
9642835,,ABDULFATAH Tukur,,,abdulfatahtukur36@gmail.com,,List import
11144841,Inactive Investor,Jay Winkler,,Edward Jones Lexington KY 2424 Sir Barton Way,,,Salesforce
11260158,Inactive Investor,Jack Blackman,,Goldman Sachs & Co.,,,Salesforce
9629958,,awde qawd,,,9y58gm54i8mw@opayq.com,,List import
10816133,Inactive Investor,Andrew Gibson,,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,andrew.gibson@jpmorgan.com,,Salesforce
11095278,Inactive Investor,Justin Shim,,J.P. Morgan Securities LLC Duluth GA 2697 Old Peachtree Rd,justin.shim@chase.com,,Salesforce
10825322,Inactive Investor,Clyde Reasner,Financial Representative,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",clyde.reasner@nm.com,,Salesforce
9591048,,Nick Johnston,,,johnston3227@yahoo.com,,List import
10836399,Inactive Investor,William Purgason,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 6100 Fairview Rd",william.r.purgason@ampf.com,,Salesforce
11107658,Inactive Investor,Eric Elam,Financial Advisor,Stronghold Capital Partners LLC Mesa AZ Private Residence,,,Salesforce
9647128,,Stacey Benotto,,,stacey@benottoinvestments.com,,List import
11199646,Inactive Investor,Richard Precious,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",richard.precious@ml.com,,Salesforce
10612798,,John Pascale,Financial Advisor,,john.m.pascale@ampf.com,,List Import
9554403,,Christopher McClure,,,chris.mcclure@lfg.com,,List import
10962572,Inactive Investor,Milinda Lux,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",mindy.lux@nm.com,,Salesforce
10985488,Inactive Investor,Nicolas Cristofano,,"Charles Schwab & Co., Inc.",,,Salesforce
10809998,Inactive Investor,Justus Hedeen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",justus.hedeen@ml.com,,Salesforce
9602292,,Joseph Barrato,,,joe@arrowfunds.com,,List import
9624340,,ed barillas,,,eddiea.barillas@gmail.com,,List import
160506,,Jerry Johnson,,[Unknown],gojjmc@gmail.com,,source
10778901,Inactive Investor,Laura Norman,Director;Financial Advisor;Vice President,Morgan Stanley New York NY 1585 Broadway,laura.norman@morganstanley.com,,Salesforce
11115994,Inactive Investor,Kristin Workman,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,kristin.workman.vaelre@statefarm.com,,Salesforce
211347,,Ramón Not Provided,Legislative Counsel,Office of Representative Sylvia R. Garcia,ramon.correa@mail.house.gov,,Manual List Upload
11110498,Inactive Investor,Joshua Hemphill,,State Farm VP Management Corp. Knoxville TN 11420 Kingston Pike,joshuahemphill@statefarm.com,,Salesforce
10786963,Inactive Investor,Michael Obrien,,"Ameritas Investment Company, LLC Canton OH 1010 Miles Ave NW",mobrien@ameritas.com,,Salesforce
11140283,Inactive Investor,Gavin Guerra,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11030549,Inactive Investor,Sean Coyle,,"BOK Financial Securities, Inc. Dallas TX 5956 Sherry Ln",,,Salesforce
11024195,Inactive Investor,Jeffrey Kirk,,"Principal Securities, Inc. Galion OH 102 Harding Way W",,,Salesforce
11044536,Inactive Investor,Monica Arguello Artiga,,J.P. Morgan Securities LLC Carrollton TX 1801 E Hebron Pkwy,monica.arguello-artiga@jpmorgan.com,,Salesforce
9547152,,MARK ROWAN,,,markrowan4@hotmail.com,,List import
11202980,Inactive Investor,Owen Dodson,Premier Banker,"Wells Fargo Clearing Services, LLC Portland OR 4233 NE Sandy Blvd",,,Salesforce
11104669,Inactive Investor,Susan Fanburg,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,susan.fanburg@ubs.com,,Salesforce
3793428,,Walid Zine,,,walidzine654@gmail.com,,Web Form Fillout
11202609,Inactive Investor,Albert Bandoy,,PFS Investments Inc. Sugar Land TX 1470 First Colony Blvd,abandoy@primerica.com,,Salesforce
1001631,Inactive Investor,Mark Pattis,CEO,Next Chapter Holdings,mpattis@nextchapterholdings.com, +1 847 432 8700(25),Database Upload
11048998,Inactive Investor,Terrence Tormey,,"Osaic Wealth, Inc. Delray Beach FL Private Residence",,,Salesforce
10891487,Inactive Investor,Rylee Callan,Wealth Planning Associate,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10786066,Inactive Investor,Casey Bacica,Wealth Management Banker,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",casey.bacica@wellsfargo.com,,Salesforce
11190633,Inactive Investor,Ryan Sawyer,Audit Partner;Owner,Sawyer Investment Management Company,ryan@sawyerinvestment.com,,Salesforce
11046756,Inactive Investor,Andrew Bolt,,"Centaurus Financial, Inc. Hendersonville TN 133 Indian Lake Rd",,,Salesforce
238223,,ldetulleo@gmail.com DeTulleo,,[Unknown],ldetulleo@gmail.com,,
11210159,Inactive Investor,Phillip Coram,Financial Advisor,Edward Jones Fayetteville NC 6985 Nexus Ct,joel.coram@edwardjones.com,,Salesforce
11179713,Inactive Investor,Kyle Hatfield,Financial Advisor,Edward Jones Dublin OH 655 Metro Pl S,kyle.hatfield@edwardjones.com,,Salesforce
10814695,Inactive Investor,Alan Cohen,Managing Director,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",alan.cohen@stifel.com,,Salesforce
11101001,Inactive Investor,Richard Jacobs,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",richard.jacobs1@wellsfargoadvisors.com,,Salesforce
335284,,Jessica Duke,,"Putnam Investment Management, Llc",jessica_duke@putnam.com,617-292-1000,Manual List Upload
11172747,Inactive Investor,Shad Horton,Financial Advisor,Edward Jones Ripon WI 1098 W Fond Du Lac St,shad.horton@edwardjones.com,,Salesforce
10510802,,Suzanne Ropeta,,Morningstar,suzanne.ropeta@morningstar.com,,List Import
9611221,,Jason Baxter,,,valfirecoin@protonmail.com,,List import
11065297,Inactive Investor,Pablo Penaherrera,,"Osaic Wealth, Inc. Jacksonville FL 501 Riverside Ave",,,Salesforce
11103001,Inactive Investor,Deta Cunningham,Financial Advisor,Edward Jones Cordova TN Private Residence,deta.cunningham@edwardjones.com,,Salesforce
10832776,Inactive Investor,Eric Stafford,,"Raymond James Financial Services, Inc. Raleigh NC 5720 Six Forks Rd",wade.stafford@raymondjames.com,,Salesforce
10894728,Inactive Investor,Kevin Maher,Senior Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10798211,Inactive Investor,Samuel Ettaro,,"Ameritas Investment Company, LLC Fairport NY Private Residence",settaro@ameritas.com,,Salesforce
1006173,Inactive Investor,Mike Rockwell,,TBD,bafihi6187@3dinews.com, +41345343354345,
10765751,Inactive Investor,Orlando Allen,Wealth Advisor,LPL Financial LLC Louisville KY 1300 Clear Springs Trce,orlando.allen@lpl.com,,Salesforce
10834839,Inactive Investor,Peter Psaras,Chief Compliance Officer;Chief Executive Officer;Managing Member,Conservative Equity Investment Advisors,,,Salesforce
10866767,Inactive Investor,Zachary Popp,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,zachary.popp@fidelity.com,,Salesforce
240194,,Fabian Rodriguez,Senior Portfolio Manager,[Unknown],frodriguez@sendero.com,210-805-0171,Database Upload
9628245,,Bryan Uwaechia,,,bryan.uwaechia@schwab.com,,List import
10983910,Inactive Investor,Daniel Hennessy,Senior Consultant,"NEPC, LLC Redwood City CA 900 Veterans Blvd",dhennessy@nepc.com,,Salesforce
11234562,Inactive Investor,Christopher Kenny,Investment Consultant,Edelman Financial Engines Austin TX 1111 W 6th St,ckenny@edelmanfinancialengines.com,,Salesforce
10851379,Inactive Investor,Stephen Miles,Chief Compliance Officer;Chief Global Strategist;Chief Investment Officer;Founding Partner;Managing Director,"Addicus Advisory, LLC",gail@weareaddicus.com,,Salesforce
1730,,Tiago P,,[[Unknown]],tiagopregueiro@gmail.com,,Initial Salesforce Import
11071491,Inactive Investor,Andrea Vlad,Registered Associate,Morgan Stanley Denver CO 3033 E 1st Ave,andrea.vlad@morganstanley.com,,Salesforce
346667,,Steve Jung,Managing Partner,"Eukles Asset Management, Llc",steve.jung@eukleswm.com,513-977-4799,Manual List Upload
11090096,Inactive Investor,Anthony Jones,Financial Advisor,LPL Financial LLC Johnson City TN 109 Memory Gardens Rd,todd.jones@lpl.com,,Salesforce
11183098,Inactive Investor,Lyle Whitworth,,"Allstate Financial Services, LLC Poteau OK 700 S Broadway St",lyewhitworth@allstate.com,,Salesforce
10777863,Inactive Investor,Marcus Courtney,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",marcus.courtney@ml.com,,Salesforce
11144694,Inactive Investor,George Demos,,"NGC Financial, LLC Bayside NY 20109 Northern Blvd",,,Salesforce
10764733,Inactive Investor,Jason Twomey,Financial Advisor,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,jason.twomey@opco.com,,Salesforce
10884702,Inactive Investor,James Wong,Wealth Advisor,"Insight Advisors, LLC",jameswong@myinsightadvisors.com,,Salesforce
10891160,Inactive Investor,Robert Franze,Financial Advisor,Edward Jones Anna TX 2100 W White St,robert.franze@edwardjones.com,,Salesforce
336336,,Jock Jones,Chief Operating Officer,Voloridge,jjones@voloridge.com,561-231-5770,Manual List Upload
11086821,Inactive Investor,Saad Sabri,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,saad.sabri@fidelity.com,,Salesforce
10662296,,Evan Hayes,,,evan.hayes@fmr.com,,List Import
11050687,Inactive Investor,James Foxen,Private Wealth Advisor,Cornerstone Advisory,jim@cornerstoneadvisory.com,,Salesforce
11058556,Inactive Investor,Patrick Sell,Financial Advisor,"Ameriprise Financial Services, LLC Mankato MN 1930 Premier Dr",patrick.d.sell@ampf.com,,Salesforce
9620218,,Rafael Tonin,,,rtonin@gmail.com,,List import
11149926,Inactive Investor,Lorenzo Vigil,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10852053,Inactive Investor,Lisa Esteves-Dixon,Vice President - Investments,"Raymond James & Associates, Inc. Inverness FL 116 N Pine Ave",lisa.esteves@raymondjames.com,,Salesforce
10921520,Inactive Investor,Sean Heney,,"Portside Wealth Group, LLC Scottsdale AZ 11120 E Mission Ln",,,Salesforce
12640,,Joe Fanaro,Portfolio Manager,Iron Financial Management Inc.,joe@ironfinancial.com,1-847-715-3200,Database Upload
9542791,,Mitchell Spinneberg,,,mitchell.spinneberg@adviceperiod.com,,List import
9572747,,Brian Breakstone,,,bbreak@waterfallam.com,,List import
10508232,,Rich Kerr,Partner,K&L Gate,richard.f.kerr@klgates.com,,List Import
370361,,Alan Eppers,"VP, Investments",Herold Lantern,,631-521-1564,Salesforce
229610,, -,,[[Unknown]],bryan.cure@antimollc.com,,Paid Search
10817444,Inactive Investor,William Lohrenz,,Cetera Advisor Networks LLC Appleton WI Private Residence,lohrenzw@ceteranetworks.com,,Salesforce
10872812,Inactive Investor,Jaskirat Lakhat,,A.G.P / Alliance Global Partners Vienna VA 8065 Leesburg Pike,jlakhat@allianceg.com,,Salesforce
10755458,Inactive Investor,Faith Bartunek,Director - Business Strategy;Vice President,Morgan Stanley New York NY 1585 Broadway,faith.m.bartunek@morganstanley.com,,Salesforce
11081923,Inactive Investor,Lilliam Rosa,,PFS Investments Inc. New Rochelle NY 466 Main St,lrosa.3kckp@primerica.com,,Salesforce
9594371,,Anthony Akinduro,,,tonyjhn6.tj@gmail.com,,List import
10832671,Inactive Investor,Rusti Alexander Gunn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
10764103,Inactive Investor,Pedro Suau-Sanchidrian,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
11128355,Inactive Investor,Brian Cohen,,B. Riley Wealth Management Westbury NY 400 Post Ave,bcohen@brileywealth.com,,Salesforce
11063464,Inactive Investor,Kathryn Hodges,Financial Advisor,"Barnes Pettey Financial Advisors, LLC",,,Salesforce
11189722,Inactive Investor,Lauren Gidley,,"Fortune Financial Services, Inc. Buffalo NY 8201 Main St",,,Salesforce
11060629,Inactive Investor,Michael Lindley,,"Saybrus Equity Services, LLC Southington CT Private Residence",mlindley@saybruspartners.com,,Salesforce
10978083,Inactive Investor,Jordan Nicolson,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
11034539,Inactive Investor,Bobby Smithers,,PFS Investments Inc. Tyler TX 3362 S Southwest Loop 323,bobby.smithers@primerica.com,,Salesforce
10926964,Inactive Investor,Anika Rayman,,Goldman Sachs & Co.,,,Salesforce
10825220,Inactive Investor,Thomas Grella,Financial Advisor,LPL Financial LLC Salisbury MA Private Residence,thomas.grella@lpl.com,,Salesforce
11008531,Inactive Investor,Tipoko Ouedraogo,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,iouedraogo.277kl@primerica.com,,Salesforce
10796309,Inactive Investor,Michael Kobs,,"Avantax Investment Services, Inc. Minneapolis MN 3020 Harbor Ln N",michael.kobs@avantax.com,,Salesforce
11023110,Inactive Investor,Christopher Dunham,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",,,Salesforce
11006852,Inactive Investor,Ryan Masters,,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",ryan.masters@stifel.com,,Salesforce
10645713,,Laurie Leja,,,laurie.leja@nm.com,,List Import
10815919,Inactive Investor,Walter Hayne,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",walter.hayne@ml.com,,Salesforce
10613530,,Dinh Truong,"Financial Advisor, Managing Director",,dinhtruong@gmail.com,,List Import
11032422,Inactive Investor,Tyann Austin,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,taustin@primerica.com,,Salesforce
11178061,Inactive Investor,Adrian Neal,Financial Advisor,LPL Financial LLC Vancouver WA 7700 NE Greenwood Dr,adrian.neal@lpl.com,,Salesforce
11137129,Inactive Investor,Allison Reynolds,,"Northwestern Mutual Investment Services, LLC Marion IN 211 S Washington St",allison.reynolds@nm.com,,Salesforce
11170653,Inactive Investor,Ryan Wobig,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",ryan.r.wobig@nm.com,,Salesforce
11108783,Inactive Investor,Joshua Humble,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,jhumble@ft.newyorklife.com,,Salesforce
10656455,,Kile Shafer,,,kile.shafer@stifel.com,,List Import
10770079,Inactive Investor,Tom Thomas,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,tom.thomas2@edwardjones.com,,Salesforce
10885392,Inactive Investor,Patrick Duffy,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,patrick.duffy@jpmorgan.com,,Salesforce
11156434,Inactive Investor,Ryan Schuetz,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11207841,Inactive Investor,Christopher Nellis,,PFS Investments Inc. Clifton Park NY 10 Maxwell Dr,ctpn503@primerica.com,,Salesforce
11234256,Inactive Investor,Brian Byrne,,"J. Alden Associates, Inc.",bbyrne@j-alden.com,,Salesforce
368277,,Maggie Murphy,Manager,,maggie.murphy@ey.com,,Webinar
10696349,,David Altschul,,GreenLine Consulting LLC,david@greenlineconsultants.com,,List Import
10682882,,Cindy Chan,,,cindywchan2013@gmail.com,,List Import
10996359,Inactive Investor,Desmond Anderson,,J.P. Morgan Securities LLC Houston TX 3203 Southwest Fwy,desmond.anderson@jpmorgan.com,,Salesforce
11213368,Inactive Investor,Christopher Mckeeman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9601927,,Chevelle Tuck,,,chevelle.tuck@spireip.com,,List import
11012781,Inactive Investor,Lisa Hopp,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,lhopp@primerica.com,,Salesforce
243768,,Blake Marshall-Attle,Sr Partnership Director,Envestnet,blake.marshall-attle@envestnet.com,6509803889,Manual List Upload
219246,,Jonathan Pavlinac,,[Unknown],jpav3749@gmail.com,,Direct
11046092,Inactive Investor,Patrick Reidy,,First Growth Capital LLC Pittsburgh PA Private Residence,,,Salesforce
11016551,Inactive Investor,Megan Geis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",megan.geis@schwab.com,,Salesforce
11006591,Inactive Investor,Antonio Caufield,Financial Advisor,Edward Jones Garland TX 375 Cedar Sage Dr,tony.caufield@edwardjones.com,,Salesforce
11125110,Inactive Investor,Gregory Loots,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11186906,Inactive Investor,John Espinosa,,"Next Financial Group, Inc. Miami FL 7700 N Kendall Dr",,,Salesforce
9581927,,Yeo Zhou,,,yeo@goedel.ai,,List import
10878680,Inactive Investor,Matthew Homich,Service Associate,Morgan Stanley Portland ME 100 Middle St,,,Salesforce
10813190,Inactive Investor,Jennifer Mackie,Financial Advisor,Edward Jones Saint Louis MO 11652 Manchester Rd,jennifer.mackie@edwardjones.com,,Salesforce
11153096,Inactive Investor,Vincent Straight,Client Associate,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,vincent.straight@ubs.com,,Salesforce
9635842,,Alex Belden,,,ab@ajcpt.com,,List import
11017337,Inactive Investor,Dean Disimone,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",disimoned@stifel.com,,Salesforce
11155768,Inactive Investor,Frederick Leisner,Financial Advisor,LPL Financial LLC McKinney TX 7300 State Hwy 121,hunter.leisner@ampf.com,,Salesforce
11094136,Inactive Investor,Weston Woodbridge,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Saginaw MI 4855 State St,weston.woodbridge@thrivent.com,,Salesforce
44553,,Robert Levy,Financial Professional,"MML Investors Services, LLC",rlevy@massmutual.com,615-309-6309,
10999802,Inactive Investor,Josue Linarte Franco,,PFS Investments Inc. Pasadena CA 253 N San Gabriel Blvd,josue.linarte@primerica.com,,Salesforce
9577659,,Jason Wendorf,,,jwconsultingservices@outlook.com,,List import
10928071,Inactive Investor,Steven Oleksiw,,State Farm VP Management Corp. Indianapolis IN 4010 E Southport Rd,steve.oleksiw.szb4@statefarm.com,,Salesforce
9574757,,Louis Zone,,,lzone@westminsterfinancial.com,,List import
10805376,Inactive Investor,Jennifer Cimilluca,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,jennifer.cimilluca@fidelity.com,,Salesforce
11016234,Inactive Investor,Chintan Mehta,,"Equity Services, Inc. Charlotte NC 5925 Carnegie Blvd",cmehta@nationallife.com,,Salesforce
9607477,,Ray Bradley,,,snapintime@me.com,,List import
10489940,,Robert Cruz,Financial Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,robert.cruz@fmr.com,,List Import
11191229,Inactive Investor,Celestine Njoku,Investment Advisor,IP Financial Advisory Services LLC Oklahoma City OK 8217 S Walker Ave,cnjoku@innovationpartnersllc.com,,Salesforce
11082431,Inactive Investor,Paul Twedt,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Bellingham WA 2219 Rimland Dr",paul.twedt@nm.com,,Salesforce
11199318,Inactive Investor,Patrick Borer,Associate,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,patrick.borer@jpmorgan.com,,Salesforce
9599267,,Garrett Gunberg,,,garrett.gunberg@personalcapital.com,,List import
10911707,Inactive Investor,Robert Kernodle,Financial Advisor,Strathmore Capital Advisors Burlington NC 109 E Front St,robert@strathmorecapadv.com,,Salesforce
11235919,Inactive Investor,Sarah Clayton,Associate Advisor,LongView Wealth Management Columbus GA 3901 Glenn Rd,,,Salesforce
10603695,,Kenneth Russell,"Chief Executive Officer, President","GSB Wealth Management, LLC",ken@greyledge.com,,List Import
10808911,Inactive Investor,Leonel Alberto,,State Farm VP Management Corp. Las Vegas NV 4730 E Sahara Ave,,,Salesforce
10750092,Inactive Investor,Lauren Brown,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte Amalie 5143 Palm Psge",,,Salesforce
10896364,Inactive Investor,John Urrutia,Financial Advisor,PlanMember Securities Corporation Rancho Mirage CA 35900 Bob Hope Dr,jurrutia@planmembersec.com,,Salesforce
11233383,Inactive Investor,Dylan Bushman,Wealth Management Associate,"Smith, Moore & Co.",dbushman@smithmoore.com,,Salesforce
10988470,Inactive Investor,Robert Blum,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",robert.blum@nm.com,,Salesforce
9624980,,Stephen Watkins,,,dswatkins77@gmail.com,,List import
10834028,Inactive Investor,Angela Davis,Investment Consultant,LPL Financial LLC Kingsport TN 201 S Wilcox Dr,angela.davis@lpl.com,,Salesforce
10910390,Inactive Investor,Jace Champlin,Managing Partner;Private Wealth Manager,RCA Wealth Strategies LLC,jchamplin@rcawealthstrategies.com,,Salesforce
9602322,,Sean Grover,,,sean.grover8@gmail.com,,List import
371278,,David Verzino,,[[Unknown]],dverzino@comcast.net,,Initial Salesforce Import
11260936,Inactive Investor,Ali Rashid,,Evercore Group L.L.C.,,,Salesforce
10657039,,Andrew Greene,,,andrew.greene@primerica.com,,List Import
11121872,Inactive Investor,Paul Harnisth,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",paul.harnisth@ml.com,,Salesforce
11124891,Inactive Investor,Kelly Heagy,,Vanguard Marketing Corporation,kelly_mcgeehan@vanguard.com,,Salesforce
10770089,Inactive Investor,Mary Nael,,PFS Investments Inc. East Rutherford NJ 1 Madison St,mary.nael@primerica.com,,Salesforce
9608599,,Steven McBride,,,stevenrmcbride@gmail.com,,List import
11236537,Inactive Investor,Victor Veprauskas,Financial Advisor;Financial Coach,"Abundance Financial Coaching, LLC Troy MI 755 W Big Beaver Rd",,,Salesforce
10955185,Inactive Investor,Anthony Azzi,,"Wells Fargo Clearing Services, LLC Irvine CA 6503 Quail Hill Pkwy",,,Salesforce
11162975,Inactive Investor,Steven Lanza,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,steven.lanza@morganstanley.com,,Salesforce
11033818,Inactive Investor,Brian Miller,,Vanguard Marketing Corporation,brian_miller@vanguard.com,,Salesforce
11130490,Inactive Investor,Craig Kleis,,"Sanford C. Bernstein & Co., LLC Minneapolis MN 225 S 6th St",,,Salesforce
11064008,Inactive Investor,Gregory Bright,,LPL Financial LLC Valdosta GA 3321 N Valdosta Rd,gregory.bright@lpl.com,,Salesforce
10728650,,US3896381072 Cruz Israel Hernandez Mendez,,,cruzhernandezmendez4@gmail.com,4932147729,Web Form Fillout
10661546,,Garrick Rice,,,grice@rivergladecapital.com,,List Import
9551709,,John Hornbeak,,,jhornbeak@gurtin.com,,List import
9568865,,Nils -,,,nilsgok123@gmail.com,,List import
10957420,Inactive Investor,Gerard Harrison,,LPL Financial LLC Hunt Valley MD 11019 McCormick Rd,rock.harrison@lpl.com,,Salesforce
10986667,Inactive Investor,Casey Blankenship,,PFS Investments Inc. Beaumont TX 6432 Concord Rd,caseyblankenship@primerica.com,,Salesforce
9632929,,Ben Davenport,,,ben@blockchaincapital.com,,List import
11026999,Inactive Investor,Stoni Crumpacker,Financial Advisor,Edward Jones Snyder TX 4202 College Ave,stoni.riggan@edwardjones.com,,Salesforce
10775889,Inactive Investor,Daniel Israelite,Executive Director;Financial Advisor;Managing Director,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,dan.israelite@opco.com,,Salesforce
11152899,Inactive Investor,Edward Tompkins,,"Osaic Wealth, Inc. Bozeman MT 602 S Ferguson Ave",,,Salesforce
11069327,Inactive Investor,Jeffrey Viksjo,Investment Analyst;Portfolio Manager,"Ogorek Wealth Management, LLC",jeffrey.viksjo@ogorek.com,,Salesforce
10897298,Inactive Investor,John Belanger,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",john.belanger@tfaconnect.com,,Salesforce
10812978,Inactive Investor,Yong Sheng Chen,,"Transamerica Financial Advisors, Inc Flushing NY 3436 Union St",yong.chen@transamerica.com,,Salesforce
11200512,Inactive Investor,Jacob Reid,Financial Advisor,"Osaic Wealth, Inc. Menlo Park CA 750 Menlo Ave",,,Salesforce
9631647,,Aar Segal,,,aaronsegal823@msn.com,,List import
10696287,,Darrell Pisarra,,TMF Group,darrell.pisarra@tmf-group.com,,List Import
11026522,Inactive Investor,Stephen Renzi,,J.P. Morgan Securities LLC Brownsburg IN 1073 N Green St,stephen.a.renzi@chase.com,,Salesforce
10939146,Inactive Investor,Gregory Conklin,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,gregoryconklin@statefarm.com,,Salesforce
10844270,Inactive Investor,Katelin Gonzales,,"Truist Investment Services, Inc. New Albany IN 4210 Charlestown Rd",katelin.e.gonzales@truist.com,,Salesforce
11128133,Inactive Investor,Osiris Bello Coria,,PFS Investments Inc. Milwaukee WI 2778 S 35th St,obellocoria@primerica.com,,Salesforce
11222871,,Bryan Lester,,,bryan.lester@marinerwealthadvisors.com,,List Import
10803663,Inactive Investor,Daniel Mendoza,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,daniel.mendoza@morganstanley.com,,Salesforce
9622839,,Clemens Först,,,cfoerst@gmail.com,,List import
9565571,,Zeena Hine,,,zeeh39@hotmail.com,,List import
10860704,Inactive Investor,Roderick Chisholm,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10899028,Inactive Investor,Elizabeth Allen,Senior Client Associate,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",elizabeth.allen@wellsfargoadvisors.com,,Salesforce
9559280,,Lifeng Zhang,,,lifeng.zhang@transamerica.com,,List import
10865980,Inactive Investor,Diane Stokes,,State Farm VP Management Corp. Pike Road AL 11123 Chantilly Pkwy Ct,,,Salesforce
11206398,Inactive Investor,Thomas Hayes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10786581,Inactive Investor,Robert Kurchena,Financial Advisor,"Wells Fargo Clearing Services, LLC Rutland VT 271 N Main St",rob.kurchena@wellsfargoadvisors.com,,Salesforce
11070323,Inactive Investor,Don Salter,,"J.W. Cole Financial, Inc. Shreveport LA 7330 Fern Ave",,,Salesforce
11078353,Inactive Investor,Briel Crespi,,"Ameriprise Financial Services, LLC Taunton MA 41 Taunton Grn",briel.crespi@ampf.com,,Salesforce
10996349,Inactive Investor,Carlos Guerrero,,J.P. Morgan Securities LLC San Dimas CA 1001 W Arrow Hwy,carlos.guerrero@jpmorgan.com,,Salesforce
10781767,Inactive Investor,Karleen Halliwell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,karleen.halliwell@ubs.com,,Salesforce
1005487,Inactive Investor,Geoffroy Buffetrille,,Secondary Investor Emails,gbuffetrille@coinshares.com,,Other
11114261,Inactive Investor,Clement Sprout,,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,csprout@rockco.com,,Salesforce
11060322,Inactive Investor,Leopold Pfeifenberger,,NYLIFE Securities LLC Colchester VT 105 Westview Rd,lpfeifenberg@ft.newyorklife.com,,Salesforce
372074,,Charles Koelling,,United States,chuck.koelling@gmail.com,,Google Natural Search
10974908,Inactive Investor,Jennifer Youngblood,Shareholder;Tax Partner,Horizon Wealth Advisors,jyoungblood@horizon-advisors.com,,Salesforce
237530,, -,,[[Unknown]],ben.gillingham@live.com,,
11044893,Inactive Investor,Robert Krebs,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Greensboro NC 804 Green Valley Rd",turner.krebs@raymondjames.com,,Salesforce
11071628,Inactive Investor,John Kendall,Financial Advisor,"Osaic Wealth, Inc. Tequesta FL Private Residence",,,Salesforce
10968433,Inactive Investor,Delacy Watts,,LPL Financial LLC Woodland Hills CA 19858 Ventura Blvd,delacy.watts@lpl.com,,Salesforce
11255373,Inactive Investor,Joseph Fortunato,Wealth Advisor,HighPoint Planning Partners Arlington Heights IL 9 N Vail Ave,,,Salesforce
9610530,,Gilles Ratte,,,quickzak@gmail.com,,List import
9604802,,Ed Radel,,,ed.radel@gmail.com,,List import
36263,,William Doran,Financial Advisor,Eagle Strategies LLC,wadoran@ft.newyorklife.com,803-262-4459,
10988619,Inactive Investor,Miriam Bernal,,J.P. Morgan Securities LLC Mount Prospect IL 2 W Northwest Hwy,miriam.e.bernal@chase.com,,Salesforce
10873857,Inactive Investor,Elizabeth Carpenter,Senior Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,elizabeth.carpenter@jpmorgan.com,,Salesforce
11067387,Inactive Investor,Rusty McRae,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10614738,,David Mash,Financial Advisor,,david.mash@morganstanley.com,,List Import
213597,,Alan Chng,,[Unknown],rsvpalan@gmail.com,,Organic Search
11192957,Inactive Investor,Denise Setzer,,"Financial Security Management, Incorporated",,,Salesforce
343267,,Tom Startup,,[Unknown],startupt@optonline.net,,Organic Search
11195447,Inactive Investor,Nancy Shepard,Chief Operating Officer;Managing Member;Managing Principal,Lindberg & Ripple,ns@linrip.com,,Salesforce
10947271,Inactive Investor,Charity Cruz,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11125276,Inactive Investor,John Taft,Vice Chairman,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,jtaft@rwbaird.com,,Salesforce
11012839,Inactive Investor,Jake Yong,Private Wealth Manager,"Buck Wealth Strategies, LLC Honolulu HI 55 Merchant St",jyong@eabuck.com,,Salesforce
11174003,Inactive Investor,Bradley Waznik,Financial Advisor,"Osaic Wealth, Inc. Menomonie WI 394 Red Cedar St",,,Salesforce
11028715,Inactive Investor,William Zimmer,,Country Capital Management Company Reno NV 5595 Kietzke Ln,william.zimmer@countryfinancial.com,,Salesforce
10941761,Inactive Investor,Julia Winterhalter,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
10857749,Inactive Investor,Robert Mayo,Managing Member,"Covey Capital Advisors, LLC Atlanta GA 3353 Peachtree Rd NE",,,Salesforce
11217275,,Samuel Sager,,,samuel.sager@equitable.com,,Other
9564940,,Rory Lance Mosley,,,hightechmgmt@yahoo.com,,List import
10901458,Inactive Investor,Collin Rigby,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
11185750,Inactive Investor,Heather Blanchard,,Money Concepts Capital Corp Colchester CT 68 Linwood Ave,,,Salesforce
9618516,,Raju Shah,,,rshah@craton.com,,List import
10645786,,Howard Burkat,,,howard.burkat@primerica.com,,List Import
11121947,Inactive Investor,Stephanie Forner,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",stephanie.forner@ml.com,,Salesforce
54606,,Brian Scherman,Relationship Manager,"First Republic Investment Management, Inc.",bscherman@firstrepublic.com,,
110589,,de chen,,?????????,203011222@qq.com,(086) 136-5658,Paid Social
10932778,Inactive Investor,Rick Peterson,Financial Advisor;Financial Services Representative;Investment Advisor Representative,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",peterson.rick@principal.com,,Salesforce
10901280,Inactive Investor,Steven Foldes,Founder;Wealth Manager,Evensky & Katz/Foldes Wealth Management,sfoldes@evensky.com,,Salesforce
10959847,Inactive Investor,Phillip Poston,,LPL Financial LLC Shelby NC 107 E Grover St,phillip.poston@lpl.com,,Salesforce
10960128,Inactive Investor,Pradeep Ananth-Govind,,"Kotak Mahindra, Inc.",,,Salesforce
10847153,Inactive Investor,Meredith Kroger,Financial Advisor,Edward Jones Greenwood IN 595 S Emerson Ave,meredith.kroger@edwardjones.com,,Salesforce
9626865,,Bryan Anthony,,,bachant4444@gmail.com,,List import
10760327,Inactive Investor,Edward Mullan,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,edward.mullan@fidelity.com,,Salesforce
10656084,,Tiffany Gordon,,,tiffany.gordon@unitedcp.com,,List import
10856104,Inactive Investor,Tyler Lulay,,"Raymond James Financial Services, Inc. Stayton OR 1171 N 1st Ave",tyler.lulay@raymondjames.com,,Salesforce
11170676,Inactive Investor,Yeva Neyman,,The Huntington Investment Company Ann Arbor MI 1900 Pauline Blvd,yeva.neyman@huntington.com,,Salesforce
9629511,,Bronson Snelling,,,bronsonsnelling@gmail.com,,List import
9612000,,Joseba Arambarri,,,josseff35@gmail.com,,List import
11212540,Inactive Investor,Marion Otminski,,"Osaic FA, Inc. Orchard Park NY 4230 N Buffalo Rd",marion.otminski@lfg.com,,Salesforce
245660,,Lu Zhou,CEO,Vanquour,lzhou@vanquour.com,19177108015,Manual List Upload
10824886,Inactive Investor,Michelle Fait,Financial Life Planner;Founder;Managing Member,Satori Financial LLC,michelle@satorifin.com,,Salesforce
11045289,Inactive Investor,Geoffrey Rose,,Momentum Independent Network Inc. New Orleans LA Private Residence,grose@momentumin.com,,Salesforce
11004454,Inactive Investor,Fernando Hurtado,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,,,Salesforce
10966594,Inactive Investor,Gazelle Summe,Director - Portfolio and Wealth Advisory,"BBR Partners, LLC San Francisco CA 2 Embarcadero Ctr",gsumme@bbrpartners.com,,Salesforce
11163038,Inactive Investor,Kerri Cox,Senior Vice President,PFS Investments Inc. Portland OR 9045 SW Barbur Blvd,kerri.cox@primerica.com,,Salesforce
11217760,,Brian Heffernan,,,brian.heffernan@lpl.com,,List Import
10895728,Inactive Investor,Robert Dollar,,MWA Financial Services Inc. Newnan GA 2511 Hwy 34 E,r.david.dollar@mwarep.org,,Salesforce
11206675,Inactive Investor,David Grinder,Financial Advisor,Edward Jones Eugene OR 4728 Royal Ave,david.grinder@edwardjones.com,,Salesforce
373713,,Sean Shah,,[Unknown],seanshah99@gmail.com,,source
10767421,Inactive Investor,Kyle Mirich,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Las Vegas NV 8985 S Eastern Ave",kyle.mirich@valic.com,,Salesforce
9603758,,SHOLOM GOODMAN,,,sholi@realitems.io,,List import
9597465,,Michael Leavy,,,mike@integriswealth.com,,List import
234017,, -,,[[Unknown]],hanif.mamdani@rbc.com,,
345740,,Danielle Boss,,Mcmill Cpa And Advisors,danielleb@wealthfirm.info,402-371-1160,Manual List Upload
11062830,Inactive Investor,Larry Marsh,,NYLIFE Securities LLC Covina CA Private Residence,lamarsh@ft.newyorklife.com,,Salesforce
10935021,Inactive Investor,Kendra Ruga,,"Wells Fargo Clearing Services, LLC Newport News VA 11817 Canon Blvd",kendra.ruga@wellsfargoadvisors.com,,Salesforce
10857549,Inactive Investor,Edward Reed,,"Calton & Associates, Inc. Loris SC Private Residence",ereed@calton.com,,Salesforce
10932418,Inactive Investor,Paul Bozymowski,Investment Advisor Representative,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",pbozymowski@financialguide.com,,Salesforce
2577018,,ivo neto,,,flamengocaipira@gmail.com,,
10996961,Inactive Investor,Marcos Elias,,Morgan Stanley New York NY 55 E 52nd St,marcos.elias@morganstanley.com,,Salesforce
9609859,,jed tabouis,,,jedge.ekblom@gmail.com,,List import
9596599,,Jeffrey Beachell,,,jbeachell@veritablelp.com,,List import
10894176,Inactive Investor,Terry Oconnor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10966364,Inactive Investor,Andreas Yanik,Chief Compliance Officer;Co-Founder;Managing Member,Create My Wealth LLC,,,Salesforce
10798409,Inactive Investor,Jennifer Lockbaum,,"Mesirow Financial, Inc.",jlockbaum@mesirowfinancial.com,,Salesforce
196128,,Yas So,,[Unknown],fckngspam@yahoo.de,,source
9553149,,Patricia Wang,,,pwang@financialengines.com,,List import
11031401,Inactive Investor,J. Pierre Leger,,J.P. Morgan Securities LLC Saint Paul MN 1424 Yankee Doodle Rd,pierre.leger@jpmorgan.com,,Salesforce
10887563,Inactive Investor,Lior Rusinek,Chief Compliance Officer;Founder;Managing Member;Managing Partner,147th Group LLC,lior@147thgroup.com,,Salesforce
43419,,Michelle Metzger,Financial Planner,Lincoln Financial Advisors Corporation,michelle.metzger@lfg.com,513-985-0240,
10935651,Inactive Investor,Benjamin Leistikow,Financial Advisor,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",ben.leistikow@rbc.com,,Salesforce
10805839,Inactive Investor,Jordan Henry,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,jordan.henry@morganstanley.com,,Salesforce
10909236,Inactive Investor,Janet Hockman,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",janet.hockman@usbank.com,,Salesforce
10854441,Inactive Investor,Darwyn Boston,,State Farm VP Management Corp.,darwynboston@statefarm.com,,Salesforce
11154223,Inactive Investor,Mark Somers,,Goldman Sachs & Co. San Francisco CA 555 California St,mark.somers@gs.com,,Salesforce
10799505,Inactive Investor,Barry Rhonemus,Chief Executive Officer;Founder;Managing Partner,"Juncture Wealth Strategies, LLC",brhonemus@juncturewealth.com,,Salesforce
9581392,,Curtis Brockelman,,,curt.brockelman@harvestvolmgt.com,,List import
10768485,Inactive Investor,Stephen Lewis,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,stephen.lewis@primerica.com,,Salesforce
10904059,Inactive Investor,Matthew Oliver,Insurance Agent;Regional Vice President,PFS Investments Inc. Canton GA 225 Reformation Pkwy,matthew.oliver@primerica.com,,Salesforce
11062579,Inactive Investor,Michael Olinger,Financial Advisor,Thrivent Investment Management Inc. Hiawatha IA 1625 Boyson Rd,michael.olinger@thrivent.com,,Salesforce
10807379,Inactive Investor,William Davis,Chief Executive Officer;Director;Portfolio Manager,"Thompson Davis & Co., Inc.",bdavis@thompsondavis.com,,Salesforce
11113376,Inactive Investor,Troy Narum,,"Oakwood Capital Securities, Inc Fargo ND 1330 Page Dr S",troy@gardnerfinancialmn.com,,Salesforce
3690363,,Gene H Tani,,,gtanig77@gmail.com,808-927-1982,Web Form Fillout
10914285,Inactive Investor,Eduardo Rosas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11066928,Inactive Investor,Richard Pratt,Managing Director,"Prairie Capital Management Group, LLC",rpratt@prairiecapital.com,,Salesforce
9620081,,Dan Hu,,,danhu.mail@gmail.com,,List import
10837868,Inactive Investor,Thomas Miller,,"Lion Street Financial, LLC Lake Forest CA 23201 Lake Center Dr",tmiller@lionstreet.com,,Salesforce
1004928,Inactive Investor,Mike Intrator,,Mike Intrator,mike@atlanticcrypto.com,,
351964,,Hal Eddins,"Vice President, Investment advisor","Capital Investment Advisory Services, Llc",heddins@capital-invest.com,919-831-2370,Manual List Upload
11039155,Inactive Investor,David Tackett,,"Farmers Financial Solutions, LLC Hot Springs National Park AR 320 Ouachita Ave",,,Salesforce
11236494,Inactive Investor,Raquel Tennant,Financial Advisor,Fruitful,raquel@fruitful.com,,Salesforce
11117657,Inactive Investor,John Cooper,Financial Advisor,"Ameriprise Financial Services, LLC Greensboro NC 7 Maple Leaf Dr",john.p.cooper@ampf.com,,Salesforce
10755598,Inactive Investor,Michael Lemay,Advisor,LPL Financial LLC Worcester MA 324 Grove St,michael.lemay@lpl.com,,Salesforce
11163542,Inactive Investor,Justin Gipson,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,justin.gipson@vanguard.com,,Salesforce
10618736,,Justin Fredian,,,justin.fredian@morganstanley.com,,List Import
11261280,Inactive Investor,Raphael Feigenbaum,Wealth Advisor,"GYL Financial Synergies, LLC",rfeigenbaum@gylfinsyn.com,,Salesforce
10829137,Inactive Investor,Michael Thacker,Financial Professional,"Voya Financial Advisors, Inc. Miamisburg OH 10100 Innovation Dr",michaelthacker@voyafa.com,,Salesforce
9569070,,Andrew Diciaccio,,,adiciaccio@financialengines.com,,List import
11132975,Inactive Investor,Jordan Floerke,Financial Advisor,LPL Financial LLC Columbia IL 1421 N Main St,jordan.floerke@lpl.com,,Salesforce
10606265,,Peter Gulli,"Director, Senior Portfolio Manager",Citigroup Global Markets Inc.,pagulli@comcast.net,212-793-0710,List Import
11146404,Inactive Investor,Joseph Judah,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",joseph.judah@tfaconnect.com,,Salesforce
10855488,Inactive Investor,Rayleen Cramer,,PFS Investments Inc. Oregon City OR 704 Main St,rayleen.cramer@primerica.com,,Salesforce
240310,,Paulette Pipher,,[Unknown],paulettepipher@aol.com,,Direct
231700,, -,,[[Unknown]],stefanostreet1810@gmail.com,,Organic Search
10946879,Inactive Investor,Dawn Griffin,,The Huntington Investment Company Bowling Green OH 222 S Main St,dawn.griffin@huntington.com,,Salesforce
10863292,Inactive Investor,Thomas Cometa,,"Wells Fargo Advisors Financial Network, LLC Woodcliff Lake NJ 50 Tice Blvd",thomas.cometa@wfafinet.com,,Salesforce
10899005,Inactive Investor,Tanya Radford,Director - Operations,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",tanya.radford@ampf.com,,Salesforce
11218457,,Helena Botero-Pinzon,,,helena.botero-pinzon@jpmorgan.com,,List Import
11201414,Inactive Investor,William Macdonald,,"Avantax Investment Services, Inc. Portsmouth NH 75 Congress St",,,Salesforce
10985242,Inactive Investor,Derek Blair,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",derek.blair@bernstein.com,,Salesforce
233712,, -,,[[Unknown]],jekingreat@gmail.com,,
11151414,Inactive Investor,Fred Tantillo,,"Osaic Wealth, Inc. Melville NY 555 Broadhollow Rd",ftantillo@royalaa.com,,Salesforce
10906245,Inactive Investor,Mary DIAnna,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,maryann.dianna@fmr.com,,Salesforce
11219443,,Edward Hiers,,,edward.hiers@lpl.com,,Other
122186,,Joseph Dunn,Operations Support Specialist,Commonwealth Financial Network,jdunn@commonwealth.com,862-702-3500,
10905101,Inactive Investor,Dean Evans,,Cooper McManus,,,Salesforce
11043256,Inactive Investor,Robert Williamson,,"First Command Brokerage Services, Inc.",,,Salesforce
10992526,Inactive Investor,Noah Harris,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",noah.harris@nm.com,,Salesforce
10615567,,Matthew Thompson,"Alternative Investment Director, Family Wealth Advisor, Financial Advisor, Financial Planning Specialist, First Vice President,",,matthew.a.thompson@morganstanley.com,,List Import
9587182,,Brian Jansen,,,brian.jansen@securitiesamerica.com,,List import
10960812,Inactive Investor,Cary Trapani,,"Northwestern Mutual Investment Services, LLC Gulfport MS 2304 19th St",cary.trapani@nm.com,,Salesforce
10604287,,Anthony Nardi,FA,"Kingswood Wealth Advisors, LLC",anardi@kingswoodus.com,800-535-6981,List Import
10987049,Inactive Investor,Jordan McDaniel,,J.P. Morgan Securities LLC Los Angeles CA 101 N Larchmont Blvd,jordan.mcdaniel@jpmorgan.com,,Salesforce
11160693,Inactive Investor,Rosa Guaman-Morales,,PFS Investments Inc. Hauppauge NY 350 Motor Pkwy,rosa.guamanmorales@primerica.com,,Salesforce
346801,,Ali Teeven,Controller,"Alcion Ventures, L.p.",ateeven@alcionventures.com,617-603-1000,Manual List Upload
11066687,Inactive Investor,Pamela Strick,Regional Compliance Officer,"Fifth Third Securities, Inc. Elyria OH 281 Broad St",pamela.strick@53.com,,Salesforce
11179456,Inactive Investor,Thomas Aguna,Portfolio Associate,Morgan Stanley Brea CA 10 Pointe Dr,thomas.aguna@morganstanley.com,,Salesforce
10868703,Inactive Investor,Christopher Ciani,Financial Advisor,Park Avenue Securities LLC Nanuet NY 365 Rte 304,christopher_ciani@glic.com,,Salesforce
10766269,Inactive Investor,Jane King,Chief Compliance Officer;President,Fairfield Financial Advisors,,,Salesforce
9602571,,Thopi Karan,,,thobius@hotmail.com,,List import
11079043,Inactive Investor,Arturo Ayala,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,arturo.ayala@jpmorgan.com,,Salesforce
1889151,,Vladimir Selivanov,,,vladimir.selivanov.94@gmail.com,,
9616470,,Sankha Banerjee,,,sbanerjee@credencelimited.com,,List import
349381,,Christopher Shingler,"Vice President, Wealth Planner",Fidelity Personal and Workplace Advisors,christopher.shingler@fidelity.com,,
235728,, -,,[[Unknown]],bluehencapital@gmail.com,,Organic Search
10992193,Inactive Investor,Joshua Blodgett,,PFS Investments Inc. Redlands CA 721 Nevada St,jblodgett@primerica.com,,Salesforce
10970514,Inactive Investor,Eric Moja,Investment Advisor,Fisher Investments,e.moja@fi.com,,Salesforce
9611250,,Charles McNamara,,,charles.mcnamara3@gmail.com,,List import
11253922,Inactive Investor,Yuang Xia,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
9550971,,Eric Hsiao,,,ehsiao@nuttreecapital.com,,
10871330,Inactive Investor,Mark Meseroll,Financial Advisor,"BCG Securities, Inc.",mmeseroll@bcgsecurities.com,,Salesforce
10820945,Inactive Investor,Robert Lanphier,,William Blair,rlanphier@williamblair.com,,Salesforce
10799932,Inactive Investor,Melvin Primas,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",,,Salesforce
10969064,Inactive Investor,Benjamin Leu,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,benjamin_leu@vanguard.com,,Salesforce
10808854,Inactive Investor,Ondina Clevenger,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",ondina.clevenger@wellsfargoadvisors.com,,Salesforce
9546710,,Danny Yang,,,dannyhuuep@gmail.com,,List import
10843877,Inactive Investor,Imelda Yang,International Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,emmie.yang@ubs.com,,Salesforce
10818744,Inactive Investor,Glenda Anderson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",glenda.anderson@ml.com,,Salesforce
11209634,Inactive Investor,Michael Popil,Member,"Queen City Capital Management, LLC",mike.popil@queencityadvisors.com,,Salesforce
10526468,,Efrim Moore,,,drecmoore@bellsouth.net,,Web Form Fillout
184294,,Zachary Ang,,[Unknown],zachary.ahw@gmail.com,,source
77236,,Yunita Valencia,,Indonesia,yunitavalencia97@gmail.com,,
164424,,Mike Papageorge,,[Unknown],mike.papageorge@gmail.com,,Direct
10617767,,Christopher Barnard,,,chris.barnard@ubs.com,,List Import
10792385,Inactive Investor,Christopher Gardner,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",christopher.gardner@stifel.com,,Salesforce
10794673,Inactive Investor,David Smith,Executive Director;Family Wealth Director;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Philadelphia PA 1650 Market St,david.h.smith@morganstanleypwm.com,,Salesforce
9578918,,Sharon Cartotto,,,sharon.cartotto@fidelity.com,,List import
11170474,Inactive Investor,George Trujillo,,Fidelity Brokerage Services LLC,,,Salesforce
11233039,Inactive Investor,Eliud Martinez,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
11221390,,Jeffrey Severtson,,,severtsonj@ceteranetworks.com,,List Import
11132640,Inactive Investor,Jason Wood,Chief Investment Officer;Co-Chief Investment Officer;Executive Vice President;Senior Portfolio Manager,Rothschild Capital Partners,jason@rothcap.com,,Salesforce
10972733,Inactive Investor,Sage Mench,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10793557,Inactive Investor,Timothy Danehower,Financial Services Professional,"MML Investors Services, LLC Fairfax VA 10560 Arrowhead Dr",tdanehower@financialguide.com,,Salesforce
11127016,Inactive Investor,Alyssa McDaniel,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
11229507,Inactive Investor,Ethan Baker,Financial Planning Analyst,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",ethan.baker@nm.com,,Salesforce
3417889,,Michael Barnwell,,,michael.barnwell@wsjbarrons.com,,Web Form Fillout
11041065,Inactive Investor,Matthew Stollman,,"Fifth Third Securities, Inc. Los Angeles CA 1901 Avenue of the Stars",matthew.stollman@53.com,,Salesforce
10616119,,Kimberly Mitchell,,,kimberly.mitchell@ampf.com,,List Import
10989079,Inactive Investor,Nivedita Chakrabarti,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,nivedita.chakrabarti@chase.com,,Salesforce
10884820,Inactive Investor,Ruth Chady,,"Arlington Securities, Inc. Belleville IL 2 Park Pl",ruthchady@arlingtonsecurities.us,,Salesforce
11122968,Inactive Investor,Tessa Corral,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,,,Salesforce
10858732,Inactive Investor,Gregory Piper,,"FBL Marketing Services, LLC Billings MT 3936 Avenue B",gregory.piper@fbfs.com,,Salesforce
11208845,Inactive Investor,Jack Elledge,,Stonex Securities Inc. Statesville NC 413 N Center St,jack.elledge@saswealth.com,,Salesforce
10853974,Inactive Investor,Thomas Lambert,Advisor;Senior Consultant;Vice President,"WESPAC Advisors, LLC",,,Salesforce
11204709,Inactive Investor,Jennifer Herzog,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Lexington KY 2365 Harrodsburg Rd",jennifer.herzog@tiaa.org,,Salesforce
10956870,Inactive Investor,Sung Jun Choi,,Jefferies LLC,schoi@jefferies.com,,Salesforce
10959129,Inactive Investor,Davis Walker,Associate Client Advisor,Auxano Advisors,davis@auxanoadvisors.com,,Salesforce
11101848,Inactive Investor,Sohodra Nathu,Private Client Banker,J.P. Morgan Securities LLC New York NY 28 Liberty St,sohodra.nathu@jpmorgan.com,,Salesforce
11204735,Inactive Investor,Gregg Abernathy,Managing Director,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,gregg.abernathy@ubs.com,,Salesforce
10826048,Inactive Investor,Derek Adams,Financial Advisor,"Pruco Securities, LLC. Salt Lake City UT 4505 S Wasatch Blvd",derek.adams@prudential.com,,Salesforce
11047056,Inactive Investor,Joan Bentley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",joan.bentley@ml.com,,Salesforce
10925550,Inactive Investor,Harold Browne,,"OneAmerica Securities, Inc. Parsippany NJ 14 Walsh Dr",harold.browne@oneamerica.com,,Salesforce
9634463,,Brad Hamner,,,brad.hamner@antares.com,,List import
9626029,,Woodrow McCarty,,,mccartyjr.woodrow086@gmail.com,,List import
10764214,Inactive Investor,Christine Carona,Executive Director;Family Wealth Director;Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultan,Morgan Stanley Boston MA 28 State St,christine.carona@morganstanley.com,,Salesforce
222966,,Keith Smith,,[Unknown],keithsmith7812@gmail.com,,
11073049,Inactive Investor,Robert Fantozzi,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boston MA 255 State St,robert.fantozzi@opco.com,,Salesforce
10994360,Inactive Investor,Dustin Spurgeon,,"N.I.S. Financial Services, Inc.",,,Salesforce
10842352,Inactive Investor,Edward Band,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Westfield NJ 50 Cardinal Dr",edward.band@wellsfargo.com,,Salesforce
10935797,Inactive Investor,Tyrone Chaplin,Associate Director;Financial Advisor,"Transamerica Financial Advisors, Inc Bowie MD 16901 Melford Blvd",,,Salesforce
236217,, -,,[[Unknown]],bullex775533@gmail.com,,
11104426,Inactive Investor,Neville Kapoor,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",,,Salesforce
9628835,,Wilhem Gustavson,,,pineapplezking@gmail.com,,List import
11111789,Inactive Investor,Loretta Fredere,Senior Client Associate,UBS Financial Services Inc. Winston Salem NC 380 Knollwood St,loretta.fredere@ubs.com,,Salesforce
10644877,,Ryan Apple,,,rapple@williamblair.com,,List Import
11190044,Inactive Investor,Derrick Rodriguez Clemente,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",,,Salesforce
9595238,,Fabian Rzadkiewicz,,,fabian.rzadkiewicz@gmail.com,,List import
11075623,Inactive Investor,Paul Hartwell,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10866148,Inactive Investor,Wendy Kim,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,wendy.kim@gs.com,,Salesforce
11146345,Inactive Investor,Alejandro Murguia,Managing Principal,McLean Asset Management Corp.,alex.murguia@mcleanam.com,,Salesforce
10901179,Inactive Investor,Steven Lee,,LPL Financial LLC Orlando FL 13705 International Dr S,steven.lee.03@lpl.com,,Salesforce
10787905,Inactive Investor,Charles Lodriguss,Financial Consultant,Thrivent Investment Management Inc. Harvey LA 2439 Manhattan Blvd,charles.lodriguss@thrivent.com,,Salesforce
10803530,Inactive Investor,Erin Willis,,"Cambridge Investment Research, Inc. Annapolis MD 888 Bestgate Rd",,,Salesforce
11141732,Inactive Investor,Trina Whitten,Financial Advisor;Senior Vice President,"Stifel Independent Advisors, LLC Roseburg OR 1700 NW Garden Valley Blvd",whittent@stifelindependence.com,,Salesforce
10615912,,Michael Davino,,,michael.davino@jpmorgan.com,,List Import
10972580,Inactive Investor,Nathan Garofalo,Associate,Hunter Associates LLC Salem OH 120 W 2nd St,garofalo@hunterassociates.com,,Salesforce
9632146,,AHMET BAYRAM,,,tulparfynh@gmail.com,,List import
10888571,Inactive Investor,Jason Walker,Financial Planner,LPL Financial LLC Atlanta GA 2110 Powers Ferry Rd SE,jason.walker@lfg.com,,Salesforce
10456308,,George Melendez,,,gmelendez67@gmail.com,,Web Form Fillout
9604542,,Filip Angelov,,,fangelovv@gmail.com,,List import
10954611,Inactive Investor,Shannon Hill,,"Truist Investment Services, Inc. Orlando FL 2305 Edgewater Dr",shannon.hill@truist.com,,Salesforce
9600475,,Anthony Hauser,,,ahauser@msouth.com,,List import
11136258,Inactive Investor,Kevin Findlay,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",,,Salesforce
10950104,Inactive Investor,Gabriel Millar,Financial Advisor,D.A. Davidson & Co. Claremont CA 697 E Foothill Blvd,,,Salesforce
10991699,Inactive Investor,Limin Wei,,J.P. Morgan Securities LLC Flushing NY 5727 Main St,limin.wei@chase.com,,Salesforce
11126140,Inactive Investor,Jacob Honaker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11190604,Inactive Investor,Nicholas Groves,Chief Investment Officer,"Safe Harbor Wealth Advisors, LLC",,,Salesforce
11046240,Inactive Investor,William McBride,Financial Advisor;Financial Planning Specialist;Investing with Impact Director;Portfolio Management Director;Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,william.mcbride@morganstanley.com,,Salesforce
11034015,Inactive Investor,Edward Sibiga,,J.P. Morgan Securities LLC Surprise AZ 19500 N Sunrise Blvd,,,Salesforce
11149732,Inactive Investor,Matthew Salisbury,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10935787,Inactive Investor,Daniel Garcia,,PFS Investments Inc. Canyon Country CA 27125 Sierra Hwy,daniel.garcia@primerica.com,,Salesforce
10966928,Inactive Investor,Fernanda Novaes,Director - Investments,Corient San Antonio TX 112 E Pecan St,,,Salesforce
11005834,Inactive Investor,Jamie Veurink,Financial Advisor,Edward Jones Southlake TX 2101 E Kirkwood Blvd,jamie.veurink@edwardjones.com,,Salesforce
10866586,Inactive Investor,Bryan Parks,Managing Partner;Regulatory Contact,Alta Wealth Advisors LLC,,,Salesforce
11162059,Inactive Investor,Bryan Jarman,Member,Panorama Wealth Advisors Greenwood Village CO 5619 DTC Pkwy,,,Salesforce
3176824,,Dharmendra chhipa Dharmendra chhipa,,,dharmendrachhipa161@gmail.com,,
11140689,Inactive Investor,Jordan Harris,,Citigroup Global Markets Inc.,harris@citigroup.com,,Salesforce
10890343,Inactive Investor,Aidan O'Shea,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,aidan.oshea@fmr.com,,Salesforce
10776579,Inactive Investor,Craig Schermerhorn,Director;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Santa Fe NM Private Residence",craig.schermerhorn@benjaminfedwards.com,,Salesforce
11013503,Inactive Investor,Joe McGhee,,State Farm VP Management Corp. Jacksonville FL 7855 Argyle Forest Blvd,joe.mcghee.nhxy@statefarm.com,,Salesforce
11148010,Inactive Investor,Andre Phillips,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,aphillips00@ft.newyorklife.com,,Salesforce
11206486,Inactive Investor,Kevin Reynolds,,J.P. Morgan Securities LLC New York NY 55 Water St,kevin.o.reynolds@jpmorgan.com,,Salesforce
11081828,Inactive Investor,Tracy Riddle,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",tracy.j.riddle@wellsfargoadvisors.com,,Salesforce
10804047,Inactive Investor,Daniel Hitchcock,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",danhitchcock@wfafinet.com,,Salesforce
11122901,Inactive Investor,Michael Haber,,Jefferies LLC,,,Salesforce
10799270,Inactive Investor,Paul Winn,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,paul.winn@morganstanley.com,,Salesforce
10859984,Inactive Investor,Donald Goldsmith,Wealth Advisor,Thrivent Investment Management Inc. Lawrenceville GA 292 S Culver St,don.goldsmith@thrivent.com,,Salesforce
10920340,Inactive Investor,Mark Fortin,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,mark.fortin@primerica.com,,Salesforce
11194041,Inactive Investor,Jennifer Presburger,,NYLIFE Securities LLC,jspresburger@ft.newyorklife.com,,Salesforce
10834138,Inactive Investor,Derek Meade,,"Avantax Investment Services, Inc. Enfield CT 268 Hazard Ave",,,Salesforce
11158569,Inactive Investor,Caleb Hopkins,Partner;Principal;Regulatory Contact,"Navigate Wealth Management, LLC",caleb@navigatewealth.com,,Salesforce
10895502,Inactive Investor,Bryan Kaarlsen,,"Blackridge Asset Management, LLC San Antonio TX 401 Isom Rd",,,Salesforce
9578109,,Sidney Ma,,,sidney.ma@springs-capital.com,,List import
10877965,Inactive Investor,Nicole Izquierdo,Senior Client Associate,"RBC Capital Markets, LLC Miami FL 801 Brickell Ave",,,Salesforce
10924241,Inactive Investor,James Hughes,,Innovation Partners LLC,jhughes@innovationpartnersllc.com,,Salesforce
10985152,Inactive Investor,Frederick Turner,Wealth Consultant,LPL Financial LLC Greensboro NC 802 Green Valley Rd,frederick.turner@lpl.com,,Salesforce
8481079,,Allison Lloyds,,GlobalX,alloyds@globalxetfs.com,(917) 209-5179,List Import
10916701,Inactive Investor,Paul Melnick,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,paul.melnick@fmr.com,,Salesforce
10656104,,Chad Millar,,,cmillar@lincolninvestment.com,,List import
11085888,Inactive Investor,Hunter Chapman,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",hunter.chapman@ml.com,,Salesforce
10994352,Inactive Investor,Maritza Hernandez,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,,,Salesforce
11052145,Inactive Investor,Mitchell Mallinak,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mitchell.mallinak@jpmorgan.com,,Salesforce
11164327,Inactive Investor,Adam Wilson,Wealth Advisor,LPL Financial LLC Eugene OR 485 Alexander Loop,adam.w.wilson@lpl.com,,Salesforce
10774524,Inactive Investor,Philip Aronoff,Financial Advisor;Financial Planning Specialist;First Vice President;Investment Management Consultant;Portfolio Management Direc,Morgan Stanley New York NY 399 Park Ave,philip.aronoff@morganstanley.com,,Salesforce
10781380,Inactive Investor,Travis Tom,Financial Advisor,"Wells Fargo Clearing Services, LLC Littleton CO 6733 S University Blvd",travis.tom@wellsfargoadvisors.com,,Salesforce
11072657,Inactive Investor,Dale Nunn,,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",dnunn@wfafinet.com,,Salesforce
11005299,Inactive Investor,Fernanda Damian,Premier Banker,"Wells Fargo Clearing Services, LLC Gilbert AZ 8196 S Power Rd",,,Salesforce
11203171,Inactive Investor,Mitchell Heller,Chief Compliance Officer;Managing Director;Owner,Hemisphere Partners LLC,,,Salesforce
10829780,Inactive Investor,Martin Meier,Financial Advisor,LPL Financial LLC Citrus Heights CA 7919 Pebble Beach Dr,martin.meier@lpl.com,,Salesforce
10873972,Inactive Investor,William Lascelle,General Partner;Owner,Millennium Financial Services LLP,,,Salesforce
9646010,,Iskren Ivanov,,,iivanov2@abv.bg,,List import
11062384,Inactive Investor,Kenneth Hartley,President,Hartley Advisors Corp.,,,Salesforce
149344,,Ivan Misirkov,,[Unknown],bmgroup87bg@gmail.com,,
10860519,Inactive Investor,Henry Frenzel,Financial Advisor;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",,,Salesforce
10816304,Inactive Investor,Laurel Pressley,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
10810845,Inactive Investor,Veronica Kuzma-Murch,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Billings MT 404 N 31st St",roni.kuzma@rbc.com,,Salesforce
11054333,Inactive Investor,Susan Franklin,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",susan.franklin@rbc.com,,Salesforce
11049613,Inactive Investor,Teresa Ortega,Senior Client Associate,"RBC Capital Markets, LLC Palos Verdes Peninsula CA 608 Silver Spur Rd",teresa.ortega@rbc.com,,Salesforce
9563876,,Kevin Sanford,,,kevin.sanford@fidelity.com,,List import
11001728,Inactive Investor,William Crosby,,Cetera Investment Services LLC,,,Salesforce
9577628,,Bass Rich,,,596166237@qq.com,,List import
11157151,Inactive Investor,Wendell Hill,,PlanMember Securities Corporation Kaysville UT 610 N Kays Dr,dhill@planmembersec.com,,Salesforce
9606416,,Fernando Lobendahn,,,fernandolobendahn@yahoo.com,,List import
10941541,Inactive Investor,Pedro Goyburu,,J.P. Morgan Securities LLC Pelham NY 35 5th St,pedro.goyburu@jpmorgan.com,,Salesforce
9640182,,Randall Richard,,,rrichard@richardbrothersfinancial.com,,List import
10866683,Inactive Investor,Kyle Loftin,Regional Vice President,PFS Investments Inc. Harker Heights TX 775 Indian Trl,kyle.loftin@primerica.com,,Salesforce
10767547,Inactive Investor,Delphine Bartleson-Chenault,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,delphine.bartlesonchenault@primerica.com,,Salesforce
11036945,Inactive Investor,Crystal Reid,,"W&S Brokerage Services, Inc. Greensboro NC 7025 Albert Pick Rd",crystal.reid@wslife.com,,Salesforce
10907244,Inactive Investor,Fritzgerald Terrane,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",fritzgerald.terrane@ml.com,,Salesforce
10613640,,Brian Latz,"Financial Advisor, Senior Vice President - Investments",,brian.latz@wellsfargoadvisors.com,,List Import
10930513,Inactive Investor,Jeffrey Tubb,Financial Advisor,Edward Jones Knoxville TN 108 Glenleigh Ct,jeff.tubb@edwardjones.com,,Salesforce
199080,,Frank Tortora,,Tortora Health Care Consulting,dad.ftortora@gmail.com,919-614-4346,
9558339,,Margaret Baer,,,mbaer@savantwealth.com,,List Import
10968830,Inactive Investor,Elizabeth Ganley,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11020041,Inactive Investor,Michael Wood,,"Truist Investment Services, Inc. Nashville TN 401 Commerce St",,,Salesforce
10926353,Inactive Investor,Jeffrey Holden,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
133,,,,,psmith2094@126.com,,
9542810,,Marcus Nelson,,,marcus.nelson831@gmail.com,,List import
11158686,Inactive Investor,Glenn Ferrell,Financial Advisor;Vice President,Morgan Stanley Saint Simons Island GA 475 Sea Island Rd,glenn.ferrell@morganstanley.com,,Salesforce
10981293,Inactive Investor,Amanda Lopez,,J.P. Morgan Securities LLC Hollywood FL 710 N University Dr,amanda.lopez@chase.com,,Salesforce
11177060,Inactive Investor,Debra Pajestka,,Cetera Advisor Networks LLC Independence OH 6200 Rockside Rd,pajestkad@ceteranetworks.com,,Salesforce
9610956,,LEONARD RUCHEFSKY,,,conelectric@hotmail.com,,List import
161001,,ar dh,,[Unknown],armand@yoze.fr,,Paid Social
10805251,Inactive Investor,Kevin Rhodes,Financial Advisor,"Northwestern Mutual Investment Services, LLC Princeton WV 200 S Walker St",kevin.rhodes@nm.com,,Salesforce
9608859,,Srinivas Madaboosi,,,smadaboo@gmail.com,,List import
11130737,Inactive Investor,Aaron Cohen,,LPL Financial LLC Hamburg NY 5751 S Park Ave,aaron.cohen@lpl.com,,Salesforce
11037940,Inactive Investor,Julie Mcbee,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
92882,,Alyssa Boyd,Relationship Manager,Fidelity Personal and Workplace Advisors,alyssa.boyd@fidelity.com,,
11163413,Inactive Investor,Ricky Sanford,,"Level Four Financial, LLC Eugene OR Private Residence",rsanford@levelfourfinancial.com,,Salesforce
1004220,Inactive Investor,Kyle Burns,,Kyle Burns,burnsino@gmail.com,,3rd Party Lead Gen
10997080,Inactive Investor,Collet Shipman,,PFS Investments Inc. Duluth GA 3305 Breckinridge Blvd,cshipman@primerica.com,,Salesforce
11080979,Inactive Investor,Victoria Gottlieb,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,victoria.ku@ubs.com,,Salesforce
10779790,Inactive Investor,Cornel Baila,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Napa CA 700 Main St,cornel.baila@morganstanley.com,,Salesforce
11146109,Inactive Investor,Natasha Smith,Chief Compliance Officer;Chief Operating Officer;Member,"Caldwell Advisors, LLC",,,Salesforce
9641505,,Saurabh rana,,,r.s1102@hotmail.com,,List import
10853597,Inactive Investor,Rebecca Kishbaugh,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",rebecca.kishbaugh@truist.com,,Salesforce
10839502,Inactive Investor,J Debart,Financial Professional,"Equitable Advisors, LLC New York NY 745 5th Ave",j.debart@equitable.com,,Salesforce
11146285,Inactive Investor,Crystal Shirhall,,"First Citizens Investor Services, Inc. Monroe NC 111 E Jefferson St",crystal.shirhall@firstcitizens.com,,Salesforce
11125596,Inactive Investor,Domenico Ernandez,,"Raymond James Financial Services, Inc. Barrington IL 33 W Higgins Rd",domenic.ernandez@raymondjames.com,,Salesforce
9605664,,Brant Smith,,,brant.smith@disciplina.com,,List import
334787,,Robert Traphagen,Member,Traphagen Financial Group,robert@tfgllc.com,201-262-1040,Manual List Upload
10864030,Inactive Investor,Robin Price,Financial Professional,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",robinprice@financialguide.com,,Salesforce
10775006,Inactive Investor,Todd Hofmann,Senior Vice President;Wealth Advisor,"BOK Financial Securities, Inc. Tulsa OK 5727 S Lewis Ave",thofmann@bokf.com,,Salesforce
11088543,Inactive Investor,Philip Mehrer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",phil.mehrer@rbc.com,,Salesforce
11062963,Inactive Investor,William Wimberly,Financial Advisor,"Osaic Wealth, Inc. Simpsonville SC 215 Batesville Rd",,,Salesforce
11018029,Inactive Investor,Jenny Korth,Wealth Management Advisor,LPL Financial LLC Lindsay NE 102 Pine St,jenny.korth@lpl.com,,Salesforce
11088155,Inactive Investor,Timothy Turley,,"Ascend Investment Management, LLC",timothy@ascendmanagement.com,,Salesforce
153504,,Nina Turner,,[Unknown],ninaturner928@gmail.com,,Advertising
10799274,Inactive Investor,Kimberly Baird,Senior Client Associate,"RBC Capital Markets, LLC Denver CO 1801 California St",kim.baird@rbc.com,,Salesforce
9613745,,Maxim Morgunov,,,max@oceanic.us,,List import
11007270,Inactive Investor,Gary Altman,,LPL Financial LLC Rogers City MI 478 N 3rd St,gary.altman@lpl.com,,Salesforce
11259986,Inactive Investor,Alejandra Rivera,,J.P. Morgan Securities LLC Yuma AZ 170 W 16th St,,,Salesforce
9542046,,john bivins,,,johnbee@bellsouth.net,,List import
10885338,Inactive Investor,Sophia Johnston,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
10988321,Inactive Investor,David Greer,Financial Advisor,PNC Investments Bowling Green KY 1054 Fairview Ave,david.greer@pnc.com,,Salesforce
10797675,Inactive Investor,Nancy Loberger,Senior Registered Associate,Morgan Stanley Green Bay WI 111 N Washington St,nancy.loberger@morganstanley.com,,Salesforce
9590038,,Raffaele Gambardella,,,rgambardella@aegiscap.com,,List import
111512,,Kristopher Baine,,United States,jakebaine@gmail.com,,
9625392,,Kevin Romaine,,,photoskmr@gmail.com,,List import
11205618,Inactive Investor,Brandon Austreng,Financial Advisor,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",baustreng@financialguide.com,,Salesforce
10456412,,Prem Patel,,Grayscale,prem@grayscale.com,,List Import
11123261,Inactive Investor,Andrea Spatola,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,andrea.spatola@fmr.com,,Salesforce
10887958,Inactive Investor,Wei-Yi Liao,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",weiyi.liao@transamerica.com,,Salesforce
11180031,Inactive Investor,Russell Baird,Wealth Advisor,LPL Financial LLC Salt Lake City UT 257 E 200 S,russell.baird@lpl.com,,Salesforce
10974648,Inactive Investor,Sarajane Weinstein,Investment Advisor,Kanner Financial Services LLC,sarajane@kannerfinancialservices.com,,Salesforce
11158763,Inactive Investor,Ryan McMurdie,,BNY Mellon Securities Corporation Boston MA 201 Washington St,,,Salesforce
10953903,Inactive Investor,Daniel Kain,Wealth Manager,"S.E.E.D. Planning Group, LLC",dkain@seedpg.com,,Salesforce
10823255,Inactive Investor,Robert Fratkin,,"Arete Wealth Management, LLC Vienna VA 8500 Leesburg Pike",bob.fratkin@aretewealth.com,,Salesforce
10754718,Inactive Investor,Kenneth Silva,Financial Advisor;Investment Management Consultant;Senior Vice President,Morgan Stanley New York NY 1 Penn Plz,kenneth.c.silva@morganstanley.com,,Salesforce
10971357,Inactive Investor,Max Bursk,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11220181,,Jeffrey Kinder,,,collinsk@hntlgh.com,,Other
10849928,Inactive Investor,Randall Klaiber,,"Kestra Investment Services, LLC Sewickley PA 1603 Carmody Ct",randall.klaiber@kestrafinancial.com,,Salesforce
10960154,Inactive Investor,David Coleman,,"Farmers Financial Solutions, LLC Farmersville TX 1300 W Audie Murphy Pkwy",,,Salesforce
11197332,Inactive Investor,William Barham,,Cetera Investment Services LLC Greenville SC 290 S Pleasantburg Dr,,,Salesforce
11235588,Inactive Investor,Paul Huckabay,Wealth Advisor,"Avid Wealth Partners, LLC",paul@avidwp.com,,Salesforce
11140814,Inactive Investor,Abraham Suarez,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,,,Salesforce
9566973,,Brian Vnak,,,bvnak@wealthenhancement.com,,List import
11166320,Inactive Investor,Dennis Mai,,Citigroup Global Markets Inc. Granada Hills CA 16800 Devonshire St,dennis.mai@citi.com,,Salesforce
10774842,Inactive Investor,Christopher Hoover,Financial Advisor,Edward Jones Savannah GA 15 Lake St,chris.hoover@edwardjones.com,,Salesforce
11138330,Inactive Investor,Nicholas Hamilton,Financial Advisor,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,nhamilton@rwbaird.com,,Salesforce
10913172,Inactive Investor,Prekshya Adhikari,,"Wells Fargo Clearing Services, LLC Tampa FL 13003 N Dale Mabry Hwy",prekshya.adhikari@wellsfargo.com,,Salesforce
237294,, -,,[[Unknown]],no113311@gmail.com,,Organic Search
10927632,Inactive Investor,Nicholas Prangner,,"World Equity Group, Inc. Houston TX 4801 Woodway Dr",,,Salesforce
10845888,Inactive Investor,April Richardson,Financial Advisor,LPL Financial LLC Houston TX 3737 Buffalo Speedway,april.richardson@lpl.com,,Salesforce
10926142,Inactive Investor,Michael Frandsen,Financial Advisor,Edward Jones Ogden UT 340 N 1900 W,michael.frandsen@edwardjones.com,,Salesforce
11231352,Inactive Investor,Stephen Schmid,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",,,Salesforce
9612612,,Jason Vedder,,,jvedder@driehaus.com,,List import
10487849,,Joseph Martinez,Managing Partner,Krilogy,jmartinez@krilogy.com,,List Import
10798783,Inactive Investor,Matthew Johnson,Financial Advisor,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",matt.a.johnson@nm.com,,Salesforce
11146788,Inactive Investor,William Walsh,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
102702,,William Honan,,WPH Enterprises,whonan@twcny.rr.com,5185692190,
10757380,Inactive Investor,Matthew Gibson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",mgibson8@ml.com,,Salesforce
10816445,Inactive Investor,Robert Cannon,Chief Compliance Officer;Chief Executive Officer;Chief Portfolio Strategist;President,Cannon Advisors,bryan@cannonadvisors.com,,Salesforce
226409,, -,,[[Unknown]],alex@signatur.co,,Initial Salesforce Import
11053478,Inactive Investor,Martin Buchanan,Chief Compliance Officer;Private Wealth Advisor,"Buchanan Capital Management, LLC",martin@buchanancapital.com,,Salesforce
10761099,Inactive Investor,Nicole Miles,Registered Associate;Registered Client Associate;Wealth Management Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,nicole.banis@morganstanley.com,,Salesforce
9598371,,David Doherty,,,david.doherty@lasalle.com,,List import
10772357,Inactive Investor,Michael Pepper,Financial Advisor,"Wells Fargo Clearing Services, LLC Colorado Springs CO 102 S Tejon St",michael.pepper@wellsfargoadvisors.com,,Salesforce
11092056,Inactive Investor,Charlie Hasel,,"Kestra Investment Services, LLC Atlanta GA 800 Mount Vernon Hwy NE",chasel@ewateam.com,,Salesforce
10489024,,Lisa Hoffmann-Akompi,,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,lisa.hoffmannakompi@usaa.com,,List Import
10883152,Inactive Investor,Scott Garland,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10863059,Inactive Investor,Jeri Yamamoto,Investment Compliance Specialist,"Bankoh Investment Services, Inc.",jeri.yamamoto@boh.com,,Salesforce
11045163,Inactive Investor,Barbara Janik,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",barbara.janik@prudential.com,,Salesforce
10859697,Inactive Investor,Jonathan Harrison,Member;Partner;Wealth Advisor,"Sound Stewardship, LLC",jonathan@soundstewardship.com,,Salesforce
11127326,Inactive Investor,Audrey Hirst,Senior Representative,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,audrey.hirst@primerica.com,,Salesforce
11174422,Inactive Investor,Christopher Cannon,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",christopher.cannon@schwab.com,,Salesforce
11045466,Inactive Investor,Jonathan Donaldson,,Cetera Advisors LLC Baton Rouge LA 4626 Sherwood Common Blvd,,,Salesforce
10965423,Inactive Investor,Daniel Stegall,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",daniel.stegall@ampf.com,,Salesforce
9597073,,Sean Arganbright,,,argus.investments@gmail.com,,List import
11071903,Inactive Investor,Jack Summit,,J.P. Morgan Securities LLC Leawood KS 4700 W 119th St,jack.summit@jpmorgan.com,,Salesforce
8480881,,Noel Webb,,CTrade,noel@noelwebb.ca,,List import
10985603,Inactive Investor,Scott McPeak,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
157862,,Matthew Fortune,,[Unknown],matthew.fortune@gmail.com,,Organic Search
10800060,Inactive Investor,Richard Zuckerman,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Poughkeepsie NY 2515 South Rd",richard.zuckerman@stifel.com,,Salesforce
10786844,Inactive Investor,Desiree Borland,Investment Specialist;Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,desiree.v.yeebarnes@jpmorgan.com,,Salesforce
10831662,Inactive Investor,Chris Nelson,,"Vanderbilt Securities, LLC Morrisville PA 963 Randolph Dr",,,Salesforce
10976299,Inactive Investor,Shaun Perakovic,,J.P. Morgan Securities LLC Grand Blanc MI 8238 S Saginaw St,shaun.perakovic@jpmorgan.com,,Salesforce
11188233,Inactive Investor,Crystal Reagan,,"Allstate Financial Services, LLC Spring TX 19627 Holzwarth Rd",crystalreagan@allstate.com,,Salesforce
10875392,Inactive Investor,Diana Docea,Financial Advisor,"Wells Fargo Clearing Services, LLC Jupiter FL 250 Tequesta Dr",diana.docea@wellsfargo.com,,Salesforce
11192365,Inactive Investor,Joseph Condren,Chief Compliance Officer;Chief Operating Officer;Principal,Opus Capital Management,jcondren@opusinc.com,,Salesforce
10636871,,Willis Jennens,,,qsilvercj@gmail.com,,Web Form Fillout
11129894,Inactive Investor,Jason Hiles,,Vanguard Marketing Corporation,jason_hiles@vanguard.com,,Salesforce
10782621,Inactive Investor,Brian Reilly,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Woodstock IL 11621 Catalpa Ln",brian.reilly@benjaminfedwards.com,,Salesforce
10977634,Inactive Investor,Jeffrey Lloyd,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jeffrey_lloyd@vanguard.com,,Salesforce
11171663,Inactive Investor,Ambar Reddekopp,Financial Advisor;Managing Member;President,"Journey Investments, LLC",,,Salesforce
11120951,Inactive Investor,Yoshiko Weaver,,LPL Financial LLC West Hartford CT 65 Lasalle Rd,yoshiko.weaver@lpl.com,,Salesforce
10811590,Inactive Investor,Keith Munera,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Berwyn PA 899 Cassatt Rd,,,Salesforce
11081718,Inactive Investor,Laura Sternheimer,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C.",lsternheimer@sequoia-financial.com,,Salesforce
10937754,Inactive Investor,Clint Eikmeier,,Commonwealth Financial Network Omaha NE 16934 Frances St,ceikmeier@commonwealth.com,,Salesforce
9544592,,Michael McGinty,,,michael.mcginty@transamerica.com,,List import
238222,,hugo.meira@milescapital.com.br Meira,,[Unknown],hugo.meira@milescapital.com.br,,Content
11110839,Inactive Investor,Andrew Focht,Financial Advisor,"Wells Fargo Clearing Services, LLC Tyler TX 5858 New Copeland Rd",andrew.focht@wellsfargoadvisors.com,,Salesforce
10789151,Inactive Investor,Celestina Stimpson,,NYLIFE Securities LLC New York NY 420 Lexington Ave,cstimpson@ft.newyorklife.com,,Salesforce
11025616,Inactive Investor,Patricia Ellerby,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",patricia.ellerby@tiaa.org,,Salesforce
10847930,Inactive Investor,Scott Pollak,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orinda CA 25 Orinda Way",scott.m.pollak@ampf.com,,Salesforce
9623488,,Deshawn Jones,,,gldbrwn@yahoo.com,,List import
11049281,Inactive Investor,Samuel Laidig,Client Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,samuel.laidig@ubs.com,,Salesforce
10805517,Inactive Investor,Cody Vardeman,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,cody.vardeman@edwardjones.com,,Salesforce
224566,,Cherry Wijaya,,Indonesia,mauricekosasih23@gmail.com,,
10941010,Inactive Investor,Eric Squires,Wealth Advisor,LPL Financial LLC Newport Beach CA 5000 Birch St,eric.squires@lpl.com,,Salesforce
10867768,Inactive Investor,Mary Dossman,,NYLIFE Securities LLC Eunice LA 351 W Maple Ave,mdossman@ft.newyorklife.com,,Salesforce
350518,,Bill Deakyne,Senior Vice President,"K2/d&s Management Co., L.l.c.",bill.deakyne@franklintempleton.com,203-348-5252,Manual List Upload
9549638,,Adam Seessel,,,adam@gravitypartners.com,,List import
11147194,Inactive Investor,Daniel Fordice,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
352168,,Jad Mcguire,"Advisor, Senior Advisor",Retirement Planners Of America,jad.mcguire@moneymatters.net,469-246-3600,Manual List Upload
10942724,Inactive Investor,Etienne Dubuc,,National Bank of Canada Financial Inc. Montreal 1155 Metcalfe St,,,Salesforce
10859307,Inactive Investor,Edwin Horner,Investment Management Consultant;Vice President,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",bryan.horner@raymondjames.com,,Salesforce
11069908,Inactive Investor,Joshua Sands,Financial Advisor,HighPoint Planning Partners,,,Salesforce
11140805,Inactive Investor,Lillian Long,,PFS Investments Inc. San Jose CA 3031 Tisch Way,llong@primerica.com,,Salesforce
6891887,,Ho Bin,,,hobin4251@gmail.com,,Web Form Fillout
10999191,Inactive Investor,Stacey Stanford,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,sstanford@primerica.com,,Salesforce
11078372,Inactive Investor,James Traudt,,Davenport & Company LLC Charlotte NC 101 N Tryon St,jtraudt@investdavenport.com,,Salesforce
10935960,Inactive Investor,Lee Handley,,"Prospera Financial Services, Inc. Bend OR 1005 SW Disk Dr",lee.handley@prosperafinancial.com,,Salesforce
11121202,Inactive Investor,Ever Reyes Arevalo,,Fidelity Brokerage Services LLC,ever.reyes@fmr.com,,Salesforce
10833166,Inactive Investor,Kevin Thurston,Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,kevin.thurston@ubs.com,,Salesforce
10848501,Inactive Investor,Robin Seale,Senior Client Service Associate,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",robin.seale@raymondjames.com,,Salesforce
10973643,Inactive Investor,Natasha Bennett,,Country Capital Management Company Scottsdale AZ 9835 E Bell Rd,natasha.bennett@countryfinancial.com,,Salesforce
11140672,Inactive Investor,Daniel Bruns,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",daniel_bruns@ml.com,,Salesforce
9583651,,Jess Humpal,,,humpal.jess@principal.com,,List import
11078813,Inactive Investor,Cole Wilson,,"Raymond James Financial Services, Inc. Abilene TX 1502 Pine St",cole.wilson@raymondjames.com,,Salesforce
9616832,,WILLIAM GUIDA,,,billg@silverbaycapital.com,,List import
11143408,Inactive Investor,Christopher Smith,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
10788695,Inactive Investor,Michael Lynch,Financial Professional,"MML Investors Services, LLC Exton PA 111 E Uwchlan Ave",mjlynch@financialguide.com,,Salesforce
10806086,Inactive Investor,Jeffrey Hackbarth,Senior Vice President - Wealth Management,"Trilogy Capital, Inc. West Covina CA 1000 Lakes Dr",jeffrey.hackbarth@trilogyfs.com,,Salesforce
11164940,Inactive Investor,Jack Suzar,,"HighTower Securities, LLC",jsuzar@hightoweradvisors.com,,Salesforce
10945205,Inactive Investor,Mark Vroman,,United Planners' Financial Services of America A Limited Partner Oviedo FL 7210 Winding Lake Cir,,,Salesforce
1001377,Inactive Investor,Laurent CUNIN,,Secondary Investor Emails,laurent996@yahoo.com,8482341845,
10658108,,Howard Schuff,,,schuffh@ceteranetworks.com,,List Import
11086400,Inactive Investor,Leslie Corley,,J.P. Morgan Securities LLC Katy TX 1705 Spring Green Blvd,,,Salesforce
9633180,,Kurt Nye,,,knye@mai.capital,,List import
9563578,,Gaetano Guerra,,,gaetano.guerra@prudential.com,,List import
10791107,Inactive Investor,Christopher Brown,Chief Compliance Officer;Founder;Managing Member;President,Ivy League Financial Advisors LLC,cbrown@ivyfa.com,,Salesforce
11025410,Inactive Investor,Roberta Bittick,,State Farm VP Management Corp. Richardson TX 1415 State St,roberta.bittick.jpas@statefarm.com,,Salesforce
209125,,Neal Wapnish,,Private,nwapnish@ymail.com,,Webinar
11091769,Inactive Investor,Aleksander Taylor,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
11127136,Inactive Investor,Daniel Barrett,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10996019,Inactive Investor,Daniel Clements,Senior Relationship Manager,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",clements.daniel@principal.com,,Salesforce
9415849,,Tim Gollogly,,Kingsbridge,tgollogly@kwm.us.com,,3rd Party Lead Gen
239238,,Evren DA?,,[Unknown],evren.dag1@outlook.com,,Direct
10604400,,sam falconello,managing member,gibs international llc,sam@gibsinternational.com,702 263 2371,List Import
10956465,Inactive Investor,Wafaa Farag,Private Client Banker,J.P. Morgan Securities LLC Oradell NJ 417 Kinderkamack Rd,wafaa.e.farag@chase.com,,Salesforce
11219001,,Christopher Cua,,,christopher.cua@ubs.com,,Other
11184980,Inactive Investor,James Engle,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
11026698,Inactive Investor,Charles Melsoni,,"Cambridge Investment Research, Inc. Wichita KS 13111 E 21st St N",,,Salesforce
10591014,,Isaiah Figueroa,,,cryptointelacademy@icloud.com,,Web Form Fillout
11014781,Inactive Investor,Ben Russell,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 5208 Fields Ertel Rd",ben.russell2@53.com,,Salesforce
10908536,Inactive Investor,Mark Guilliatt,Chief Compliance Officer;President,"AFSC Advisors, Inc",mark@theretirementguys.org,,Salesforce
11107730,Inactive Investor,Benjamin Scellick,Chief Executive Officer;Financial Advisor,"Clearbrook Investment Management, LLC",,,Salesforce
10891879,Inactive Investor,Adam Newmaster,Financial Advisor,Edward Jones Independence MO 4721 S Cliff Ave,adam.newmaster@edwardjones.com,,Salesforce
9543418,,Edwin Billingsley,,,ebillingsley@fscadvisor.com,,List import
10958903,Inactive Investor,David Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_smith@vanguard.com,,Salesforce
11028868,Inactive Investor,Mitchell Hester,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",mitchell.hester@tfaconnect.com,,Salesforce
230786,,David -,,David [[Unknown]],akdavid@hotmail.com,,Content
11035520,Inactive Investor,Samantha Cunningham,Associate,Edward Jones LaGrange IN 206 S Detroit St,samantha.cunningham@edwardjones.com,,Salesforce
10940907,Inactive Investor,Stephen Rohan,,"Osaic Wealth, Inc. New York NY 300 Madison Ave",,,Salesforce
9550660,,Ray Kiley,,,raykiley96@gmail.com,,List import
9641635,,Lawrence Liu,,,liusilai@gmail.com,,List import
337040,,Howard Smith,Member,"Indus Capital Partners, Llc",howard.smith@induscap.com,212-909-2888,Manual List Upload
10897985,Inactive Investor,Sandra Myles,,J.P. Morgan Securities LLC Kenosha WI 2901 Washington Rd,sandra.s.myles@jpmorgan.com,,Salesforce
10923458,Inactive Investor,Michele Bryceland,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,,,Salesforce
10656868,,Greg Danziger,,,danziger.greg@ntrs.com,,List Import
9613744,,Mak Makian,,,maki207maki@gmail.com,,List import
10930312,Inactive Investor,Ronald McDevitt,,"Farmers Financial Solutions, LLC Bella Vista AR 644 W Lancashire Blvd",rmcdevitt@farmersagent.com,,Salesforce
9575999,,PULSE SCAN -,,,pulsescan72@gmail.com,,List import
11058725,Inactive Investor,William Brennan,Senior Vice President,"Independent Financial Group, LLC San Diego CA 12680 High Bluff Dr",,,Salesforce
3393049,,Dave Johnson,,,dave.ksd@gmail.com,2183347826,Web Form Fillout
9569528,,Stepan Spirov,,,stephan@spirov.biz,,List import
11203715,Inactive Investor,Konstantinos Gregory,Private Client Investment Associate,J.P. Morgan Securities LLC Diamond Bar CA 1100 S Diamond Bar Blvd,konstantinos.p.gregory@jpmorgan.com,,Salesforce
202835,,Jung Yoon Lee,,[Unknown],daniel.jungyoon.lee@gmail.com,,source
10895944,Inactive Investor,Roberto Garcia-Pallares,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,roberto.garcia-pallares@jpmorgan.com,,Salesforce
10813014,Inactive Investor,Jason Olivo,Private Client Advisor,J.P. Morgan Securities LLC New York NY 633 3rd Ave,jason.x.olivo@jpmorgan.com,,Salesforce
11201584,Inactive Investor,Thomas Menzel,Chief Compliance Officer;Owner;President,Legacy Financial Advisors Corporation,tmenzel@lfamn.com,,Salesforce
10826075,Inactive Investor,Kathryn Hall,Board Member;Co-Chairman;Executive Committee Member;Founder;Managing Director,Hall Capital Partners LLC,khall@hallcapital.com,,Salesforce
338342,,John Wilkins,"Chairman, Director","Wilkins Investment Counsel, Inc",jpw@wilkinsinvest.com,617-951-9969,Manual List Upload
11233898,Inactive Investor,Brooke Mcnerny,,Thrivent Investment Management Inc.,,,Salesforce
11039181,Inactive Investor,Lauren Naylor,Financial Planning Assistant,"Ameriprise Financial Services, LLC Lewistown PA 21 S Wayne St",lauren.naylor@ampf.com,,Salesforce
10791998,Inactive Investor,Thomas Miller,Financial Advisor,"Osaic FS, Inc. Topeka KS Private Residence",tmiller@lfg.com,,Salesforce
10790323,Inactive Investor,Darryl Metzger,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,dmetzger@rwbaird.com,,Salesforce
10857621,Inactive Investor,Tina Hallier,Financial Advisor,"Tyler-Stone Wealth Management, LLC",tina.hallier@tyler-stone.com,,Salesforce
10902384,Inactive Investor,Andres Moreno,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10872363,Inactive Investor,Katherine Davalos,Financial Advisor,"Raymond James & Associates, Inc. San Jose CA 333 W San Carlos St",kate.davalos@raymondjames.com,,Salesforce
10977762,Inactive Investor,Dustin Brooks,Financial Advisor,Edward Jones El Dorado Hills CA 1121 White Rock Rd,,,Salesforce
9570918,,Joseph Murray,,,jwmurray@financialguide.com,,List import
9625085,,Tim Unfreid,,,tim.unfreid@gmail.com,,List import
11231213,Inactive Investor,Hagan Kleiser,Financial Advisor,"Equitable Advisors, LLC Las Vegas NV 8337 W Sunset Rd",,,Salesforce
10827996,Inactive Investor,Michael Johnson,,"Osaic Wealth, Inc. Bryan OH 102 W High St",,,Salesforce
9632090,,Mohammad Shoaib,,,shoaibaligwl@gmail.com,,List import
9580633,,Jason Koenig,,,jkoenig@itemgmt.com,,List import
9623873,,remi talle,,,remit62@hotmail.com,,List import
11179194,Inactive Investor,Dominick Giovannone,Financial Advisor,"Wells Fargo Clearing Services, LLC Englishtown NJ 365 US Hwy 9",dominick.giovannone@wellsfargo.com,,Salesforce
11230519,Inactive Investor,Jacob Miller,Financial Advisor,"Ameriprise Financial Services, LLC Battle Creek MI 928 Columbia Ave W",,,Salesforce
11111488,Inactive Investor,Matthew Erion,,J.P. Morgan Securities LLC Charlotte NC 5618 Albemarle Rd,,,Salesforce
10773913,Inactive Investor,Theodore Bennett,,"Truist Investment Services, Inc.",theodore.bennett@truist.com,,Salesforce
11058490,Inactive Investor,Xavier Benavidez,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11190941,Inactive Investor,Brad Nelson,,OneAscent Financial Services LLC Grand Rapids MN 32 NW 4th St,,,Salesforce
9548063,,Jeff Grills,,,jeffrey.grills@gmail.com,,List import
11000422,Inactive Investor,Tae Kim,,"Allstate Financial Services, LLC Durham NC 4837 Nc Hwy 55",thkim@allstate.com,,Salesforce
10791603,Inactive Investor,Timothy O'Reilly,Member,"Pinnacle Family Advisors, LLC",,,Salesforce
9546781,,Jean Miranda,,,jeanfpm@gmail.com,,List import
10876871,Inactive Investor,Adam Butts,Financial Advisor,Edward Jones Effingham IL 110 W Washington Ave,adam.butts@edwardjones.com,,Salesforce
10657909,,Donna Turner,,,donna.turner@primerica.com,,List Import
10796177,Inactive Investor,John Lahoud,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC,jlahoud@rockco.com,,Salesforce
9583927,,Dallas Jones,,,successofmestreet@gmail.com,,List import
226933,, -,,[[Unknown]],jnthem@yahoo.com,,
11098968,Inactive Investor,William Barr,Financial Advisor,Edward Jones Franklin NC 411 Georgia Rd,william.barr@edwardjones.com,,Salesforce
10611962,,Robert Matofsky,Financial Advisor,,rob.matofsky@raymondjames.com,,List Import
11192956,Inactive Investor,Jeffrey Rathmanner,Senior Vice President,"The Oak Ridge Financial Services Group, Inc.",jrathmanner@oakridgefinancial.com,,Salesforce
9615973,,Hoang Hoang,,,hmhoang@hotmail.co.uk,,List import
11015479,Inactive Investor,Terry Davy,,PFS Investments Inc. Columbus OH 6161 Busch Blvd,tdavy@primerica.com,,Salesforce
10868261,Inactive Investor,Brian Boudreau,,"Raymond James Financial Services, Inc. Colorado Springs CO 630 Southpointe Ct",brian.boudreau@raymondjames.com,,Salesforce
10772105,Inactive Investor,Susan Santangelo,Client Associate;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",susan.m.santangelo@ml.com,,Salesforce
10925704,Inactive Investor,Alisha Begell,,"Cambridge Investment Research, Inc. Bath NY 7181 State Rte 54",,,Salesforce
203706,,Felix Villa,,[Unknown],felix.villa@live.com,,News & Research
11098808,Inactive Investor,Jim Green,,"Concourse Financial Group Securities, Inc. Leeds AL Private Residence",jim.green@concoursefinancial.com,,Salesforce
348733,,Shannon Lewandoski,,"MML Investors Services, LLC",slewandoski@financialguide.com,636-728-2467,
9568124,,Ed M,,,edm924@gmail.com,,List import
11029324,Inactive Investor,James Beyloune,Financial Advisor,Oppenheimer & Co. Inc. Boston MA 255 State St,jim.beyloune@opco.com,,Salesforce
11095876,Inactive Investor,Kurt Olmstead,,"Bankers Life Securities, Inc. Portage MI 950 Trade Centre Way",kurt.olmstead@bankerslife.com,,Salesforce
10761305,Inactive Investor,Wesley Sanchez,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1096 Coast Village Rd",wesley_sanchez@ml.com,,Salesforce
11207427,Inactive Investor,Virgil Folden,President,"Fredericksburg Financial Planning Services, Inc",,,Salesforce
10598711,,Jamie Kedley,,,blueskies150@gmail.com,,Web Form Fillout
6459411,,Lenora Johnson,,,sahiv94788@bitvoo.com,,Web form fillout
11198411,Inactive Investor,Rebecca Gillette,Chief Compliance Officer;Co-Founder,"LynnLeigh & Company, LLC",becky@lynnleighco.com,,Salesforce
9580490,,Dennis King,,,dking@saionline.com,,List import
10870571,Inactive Investor,Matthew Smith,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11111919,Inactive Investor,Judith Miara,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",judith.miara@ml.com,,Salesforce
371719,,John P,,United States,airfoursale@gmail.com,,Salesforce
10932753,Inactive Investor,Michael Brown,,"Pruco Securities, LLC. Hendersonville TN 113 Hazel Path",,,Salesforce
9606034,,Mai Rahmawati,,,mairahmawati155@gmail.com,,List import
10783809,Inactive Investor,Jeffry Axe,,"Citizens Securities, Inc. Massillon OH 2200 Wales Ave NW",jeffry.f.axe@citizenssecurities.com,,Salesforce
11177639,Inactive Investor,Karee Sampson,,USCA Securities LLC Dallas TX 300 Crescent Ct,ksampson@uscallc.com,,Salesforce
9585336,,Kamen Stankov,,,kamen_stankov@abv.bg,,List import
9635971,,Josh Jenkins,,,jjenkins@lutz.us,,List import
10999699,Inactive Investor,Leah Schoenfeld,,"BOK Financial Securities, Inc. San Antonio TX 755 E Mulberry Ave",,,Salesforce
10910874,Inactive Investor,Robert Damico,,"J.W. Cole Financial, Inc. Webster NY 975 Ebner Dr",,,Salesforce
10645296,,Constant Watson,,,constant.watson@primerica.com,,List Import
10981199,Inactive Investor,Issa Kaleh,,J.P. Morgan Securities LLC San Mateo CA 3590 S El Camino Real,issa.kaleh@jpmorgan.com,,Salesforce
11146817,Inactive Investor,Gregory Alle,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",gregory.alle@ml.com,,Salesforce
11190673,Inactive Investor,Kevin White,Financial Advisor,Edward Jones Thomasville NC 1602 Liberty Dr,kevin.white@edwardjones.com,,Salesforce
10795774,Inactive Investor,Katherine Kakas,Senior Client Service Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,katherine.kakas@ubs.com,,Salesforce
10980635,Inactive Investor,Joanne Toledo,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,joanneabarrotoledo@primerica.com,,Salesforce
9607548,,Ricco Chan,,,chanricco@gmail.com,,List import
352979,,Vivek Agarwal,Head of Financial Service Solutions,C3 AI,vivek.agarwal@c3.ai,,Event
337967,,Justin Smith,,Long Wharf Capital Llc,justin.smith@longwharf.com,617-250-7260,Manual List Upload
10659748,,Shawn Kirby,,,kirby.shawn@ntrs.com,,List Import
10978638,Inactive Investor,Ramon Rios,,PFS Investments Inc. Hialeah FL 2300 W 84th St,rrios@primerica.com,,Salesforce
9572772,,Cody Heisinger,,,cheisinger@gmail.com,,List import
11015263,Inactive Investor,Melinda Matts,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
11176269,Inactive Investor,Melina Garcia,,PFS Investments Inc. Fullerton CA 2495 E Orangethorpe Ave,npy78@primerica.com,,Salesforce
235119,, -,,[[Unknown]],abraham-jimenez@live.com,,
10768423,Inactive Investor,John Catanzaro,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",,,Salesforce
11039458,Inactive Investor,Tucker Arrants,,Commonwealth Financial Network Houston TX 2808 Caroline St,tarrants@commonwealth.com,,Salesforce
10837837,Inactive Investor,Denise Westbrook,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",denise.westbrook@ml.com,,Salesforce
9605578,,Philip Greenblatt,,,pgreenblatt@snowcm.com,,List import
10648045,,Mark Neely,,,mneely@cedrusfinancial.com,,List Import
11171166,Inactive Investor,Andrew Schmitt,Advisor;Chief Compliance Officer;Managing Member,"Schmitt Wealth Advisers, LLC",,,Salesforce
11080328,Inactive Investor,Carlos Gattorno,,PFS Investments Inc. Miami FL 9520 SW 40th St,carlos.gattorno@primerica.com,,Salesforce
10999639,Inactive Investor,Yi Zhang,,J.P. Morgan Securities LLC Hicksville NY 249 N Broadway,yi.zhang@jpmorgan.com,,Salesforce
10920374,Inactive Investor,Joshua Hebert,Financial Advisor,Edward Jones Maitland FL 1053 N Orlando Ave,joshua.hebert@edwardjones.com,,Salesforce
11180870,Inactive Investor,Nolan Crean,,"David Lerner Associates, Inc.",nolan.crean@davidlerner.com,,Salesforce
11097486,Inactive Investor,Michael Cadis,,"Sovran Advisors, LLC",,,Salesforce
10966281,Inactive Investor,Benjamin Cannon,Chief Compliance Officer;Financial Manager;Member;Partner,Tillman Hartley LLC,bcannon@tillmanhartley.com,,Salesforce
9631661,,Auggie Nguyen,,,auggienguyen@yahoo.com,,List import
11102229,Inactive Investor,Lisa Paoli,,Cetera Advisor Networks LLC Palm Beach Gardens FL 800 Village Square Xing,,,Salesforce
11004365,Inactive Investor,Chantell Waters,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,cwaters@primerica.com,,Salesforce
10829864,Inactive Investor,Laura Hannon,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 8300 Greensboro Dr",laura.hannon@bofa.com,,Salesforce
11021000,Inactive Investor,Avinav Sharma,,Deutsche Bank Securities Inc.,avinav@deutschewealth.com,,Salesforce
10976741,Inactive Investor,Mckenna Arensen,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,mckenna_arensen@vanguard.com,,Salesforce
11061480,Inactive Investor,Paul Leyzerovich,,Goldman Sachs & Co.,paul.leyzerovich@gs.com,,Salesforce
10945287,Inactive Investor,Michael Powers,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,michael.powers@fmr.com,,Salesforce
11109405,Inactive Investor,Ronald Garner,,"First Command Brokerage Services, Inc. Virginia Beach VA 1 Columbus Ctr",rsgarner@firstcommand.com,,Salesforce
339178,,Leah Kirk,Chief Operating Officer,"Synovus Securities, Inc.",lkirk@synovus.com,706-649-2327,Manual List Upload
11068062,Inactive Investor,Lindsey Miller,,"Wells Fargo Advisors Financial Network, LLC Lafayette LA 1921 Kaliste Saloom Rd",lindsey.fournerat@wellsfargoadvisors.com,,Salesforce
10937730,Inactive Investor,Rick Erickson,,MWA Financial Services Inc. Racine WI 5801 Washington Ave,rick.a.erickson@mwarep.org,,Salesforce
9572013,,Ram -,,,ramsnv2@gmail.com,,List import
11070875,Inactive Investor,Daniel Putman,Financial Advisor,LPL Financial LLC Okemos MI 2277 Science Pkwy,dan.putman@lpl.com,,Salesforce
11153902,Inactive Investor,Cesar Dextre Beteta,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,cesar.dextre-beteta@jpmorgan.com,,Salesforce
9561003,,Luguang Luan,Financial Advisor,,luguang.luan@lfg.com,,List import
11029448,Inactive Investor,Vivian Dimson,,"Transamerica Financial Advisors, Inc Riverside CA 11801 Pierce St",vivian.dimson@tfaconnect.com,,Salesforce
10505124,,Gary Dionne,FINANCIAL ADVISOR,AMPF,gsdionne@gmail.com,6035278167,List Import
10940582,Inactive Investor,Brett Graves,,Citigroup Global Markets Inc.,,,Salesforce
11058959,Inactive Investor,Melissa Nira,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,melissa.a.nira@citi.com,,Salesforce
9616618,,Richard Liu,,,richard.xx.liu@gmail.com,,List import
10785001,Inactive Investor,Jeremy Zeichner,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Bloomington IN 1155 S College Mall Rd",jeremy.zeichner@schwab.com,,Salesforce
10780624,Inactive Investor,Cheryl Plunkett,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",cheryl.plunkett@ml.com,,Salesforce
10839631,Inactive Investor,Albert Sharp,Financial Advisor,"Ameriprise Financial Services, LLC Brighton MI 11290 Grand River Rd",albert.w.sharp@ampf.com,,Salesforce
10813378,Inactive Investor,Willard Keltner,,"N.I.S. Financial Services, Inc.",,,Salesforce
9574741,,Trey Brunson,,,treybrunson@protonmail.com,,List import
11058873,Inactive Investor,Muraly Jayaram,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,muraly.jayaram@fidelity.com,,Salesforce
9604964,,Peko Zhu,,,chinesefn2018@gmail.com,,List import
11205300,Inactive Investor,Francis Collins,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",francis.collins@ml.com,,Salesforce
9578544,,KC pham,,,kcpham@gmail.com,,List import
11096989,Inactive Investor,Jeffrey Bernardo,Chief Executive Officer;Director;Portfolio Manager;President;Regulatory Contact;Stockholder,Augustine Asset Management Inc,jbernardo@augustineasset.com,,Salesforce
10998362,Inactive Investor,Emon Salmani,,J.P. Morgan Securities LLC Sherman Oaks CA 13949 Ventura Blvd,,,Salesforce
11260321,Inactive Investor,Roman Lara,,"Allstate Financial Services, LLC Porterville CA 311 N 2nd St",romanlara@allstate.com,,Salesforce
11038531,Inactive Investor,Steven Mitchell,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley San Antonio TX 7600 Broadway,steven.g.mitchell@morganstanley.com,,Salesforce
9585942,,Joey Im,,,jeeuk38@gmail.com,,List import
10859136,Inactive Investor,Steven Gold,Chief Compliance Officer;Managing Member;Portfolio Manager;Principal,Placera Capital Management LLC,,,Salesforce
9585091,,Sonia Biasatti,,"Prospera Financial Services, Inc.",sonia.biasatti@prosperafinancial.com,,List import
11063462,Inactive Investor,Peter Hiltz,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Cincinnati OH 3340 Erie Ave",philtz@kingsview.com,,Salesforce
11014827,Inactive Investor,Vera Bharat,,PFS Investments Inc. Richmond Hill NY 8715 115th St,vbharat@primerica.com,,Salesforce
11061979,Inactive Investor,Justin Gibson,Financial Advisor,LPL Financial LLC Hannibal MO 161 Progress Rd,,,Salesforce
10558647,,Maksym Skotarenko,,,maksym.skotarenko@yahoo.com,,Web Form Fillout
11136351,Inactive Investor,Robert Budny,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.budnyjr@fmr.com,,Salesforce
10887749,Inactive Investor,Richard Beach,,GWN Securities Inc. Rocky River OH 20220 Center Ridge Rd,rbeach@gwnsecurities.com,,Salesforce
11193384,Inactive Investor,Robert Valenzuela,Vice President - Financial Planning,Householder Group Estate & Retirement Specialists Rancho Mirage CA 41750 Rancho Las Palmas Dr,rvalenzuela@householdergroup.com,,Salesforce
9598325,,John NASH,,,nashjohng@gmail.com,,List import
9559403,,jerry chichelo,,,jchichelo@verizon.net,,List import
9557070,,Anthony Amaro,,,anthony.amaro@leumiusa.com,,List import
9594565,,Will Lee,,,li.wei.vc@gmail.com,,List import
10784231,Inactive Investor,Thomas Flanagan,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10752803,Inactive Investor,Michael Gaughan,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",mgaughan@worldcapitalbrokerage.com,,Salesforce
11152126,Inactive Investor,Rebecca Abbatamarco-Boisclair,Client Service Specialist;Financial Advisor,"Ameriprise Financial Services, LLC Cumberland RI 2155 Diamond Hill Rd",rebecca.j.abbatamarco@ampf.com,,Salesforce
11156912,Inactive Investor,Brian Lustig,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brian_lustig@vanguard.com,,Salesforce
9604928,,Brian Babcock,,,bbabcock@telemus.com,,List Import
10875082,Inactive Investor,Jacqueline Zapicchi-Cloughsey,Financial Advisor,"Ameriprise Financial Services, LLC Trenton NJ 2667 Nottingham Way",jacqueline.cloughsey@ampf.com,,Salesforce
11119456,Inactive Investor,Neal Bracewell,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,neal.bracewell.tiy4@statefarm.com,,Salesforce
9559532,,Freddie Becker,,,freddieabecker@gmail.com,,List import
11129369,Inactive Investor,Sandra Nesbit,Chief Executive Officer;Managing Partner,Noble Family Wealth,snesbit@noblefamilywealth.com,,Salesforce
10772451,Inactive Investor,David Lehrer,Financial Advisor;Vice President,Morgan Stanley Middleton WI 8215 Greenway Blvd,david.lehrer@morganstanley.com,,Salesforce
11184516,Inactive Investor,Brad Hulst,Vice President,Robert W. Baird & Co. Incorporated Holland MI Private Residence,,,Salesforce
224546,,chin kong tan,,[Unknown],chink_tan@yahoo.com,,Paid Social
9632248,,Tony Scott,,,tony@dezaro.uk,,List import
241718,,John Jackson,,[Unknown],johnchristopherjackson001@gmail.com,,source
10838245,Inactive Investor,William Saville,President,"Saville & Associates, Inc.",,,Salesforce
10763756,Inactive Investor,Daniel Wisted,,"Northwestern Mutual Investment Services, LLC Alpharetta GA 3440 Preston Ridge Rd",dan.wisted@nm.com,,Salesforce
10614625,,Brad Whitted,Financial Advisor,,brad.whitted@raymondjames.com,,List Import
9584237,,Paul Holmes,,,pholmes@rohatyngroup.com,,List import
10935717,Inactive Investor,Stacy Brown,,"Raymond James Financial Services, Inc. Collinsville OK 1107 W Main St",,,Salesforce
9638025,,Gabe Bonfield,,,gabe.bonfield@equifax.com,,List import
10968130,Inactive Investor,Carlin Jackson,Chief Technology Officer,The Zillennial Advisors,,,Salesforce
9613156,,Adam Schenck,,,adam.schenck@milliman.com,,List import
11125871,Inactive Investor,Kevin Lopez,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10748919,,David Cooper,,,david@stfrancisgroup.com.au,,Web Form Fillout
10920512,Inactive Investor,Richard Stewart,Financial Advisor,"Osaic Wealth, Inc. Idaho Falls ID 1920 E 17th St",,,Salesforce
10978143,Inactive Investor,Clifton Alston,,"Allstate Financial Services, LLC Durham NC 14 Consultant Pl",calston@allstate.com,,Salesforce
11168356,Inactive Investor,Eliot Bu,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,eliot.bu@morganstanley.com,,Salesforce
11148033,Inactive Investor,Arielle Daniels,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,andaniels@ft.newyorklife.com,,Salesforce
10791763,Inactive Investor,Andrew Hollenhorst,,Citigroup Global Markets Inc.,andrew.hollenhorst@citigroup.com,,Salesforce
9627581,,Chris Flores,,,cflores@tsgadvisor.com,,List Import
10909118,Inactive Investor,Heidi Lau,Financial Consultant,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,heidi.x.lau@us.hsbc.com,,Salesforce
9579752,,Regina Tomek,,,regina.tomek@voyafa.com,,List import
244135,,Abbie Sheridan,President,Green Rose Communications,abbie@greenrosepr.com,516 2867056,Manual List Upload
10906136,Inactive Investor,Jackson Paulishak,,empiriKal Partners LLC Frederick MD 10 N Jefferson St,jackson@empirikalpartners.com,,Salesforce
11151776,Inactive Investor,Lauren McDonald,Financial Advisor,LPL Financial LLC Muncy PA 21 Kristi Rd,lauren.mcdonald@lpl.com,,Salesforce
10489975,,Richard Kagy,,"Black Knight Wealth Management, LLC",rkagy@kc.rr.com,,List Import
8001825,,William Gray,,,williamgrayred99@tohup.com,,Web Form Fillout
10956214,Inactive Investor,Philip Constans,,"Raymond James Financial Services, Inc. Columbus OH 2074 Arlington Ave",,,Salesforce
11026357,Inactive Investor,Melissa Profitt,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 35405 Grand River Ave",,,Salesforce
10801585,Inactive Investor,John Walsh,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",john.jp.walsh@rbc.com,,Salesforce
10618227,,Paul Snow,,,paul.snow@wellsfargoadvisors.com,,List Import
10999948,Inactive Investor,Brandon Grable,Financial Professional,"MML Investors Services, LLC Little Rock AR 10801 Executive Center Dr",,,Salesforce
11141630,Inactive Investor,Yesenia Aviles,,PFS Investments Inc. New Rochelle NY 466 Main St,yaviles@primerica.com,,Salesforce
10841412,Inactive Investor,Cansada Coleman,,"Benjamin F. Edwards & Company, Inc. Leawood KS 5250 W 116th Pl",candi.coleman@benjaminfedwards.com,,Salesforce
10487320,,David Folmnsbee,Senior Vice President - Wealth Management,UBS Financial Services Inc.,david.folmnsbee@ubs.com,,List Import
11034526,Inactive Investor,Jacqueline Schmidt,Financial Assistant,Commonwealth Financial Network Brookfield WI 13500 W Capitol Dr,jschmidt@commonwealth.com,,Salesforce
11151827,Inactive Investor,Jonathan Crawford,,"Keel Point Capital, LLC Birmingham AL 29 Olmsted St",jcrawford@keelpoint.com,,Salesforce
10816605,Inactive Investor,John Marvin,,"Raymond James Financial Services, Inc. Redlands CA 1461 Ford St",john.marvin@raymondjames.com,,Salesforce
9615149,,Sheamus Addy,,,sheamusaddy@gmail.com,,List import
10804739,Inactive Investor,David Abed-Rabboh,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10885980,Inactive Investor,Wing Yung Chau,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,wing-yung.chau@jpmorgan.com,,Salesforce
10487616,,Vicky Teherani,,LPL Financial LLC,vicky@more2wealth.com,,List Import
11020776,Inactive Investor,Dominick Rose,,"Farmers Financial Solutions, LLC Tomball TX 9166 Fm 2920 Rd",drose@farmersagent.com,,Salesforce
11091679,Inactive Investor,Fabia Lara,,J.P. Morgan Securities LLC Riverview FL 11111 Bloomingdale Ave,fabia.lara@chase.com,,Salesforce
222396,,Mike Stewart,,[Unknown],mikestew100@gmail.com,,Direct
10918964,Inactive Investor,Tyson Lewis,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 500 E Broward Blvd",tyson.lewis@wellsfargo.com,,Salesforce
9558661,,Chris Stelton,,,chrisstelton@gmail.com,,List import
10782797,Inactive Investor,David Petersen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",david.petersen@schwab.com,,Salesforce
9609415,,joon park,,,iltdboy@gmail.com,,List import
1769,,Marc Zwebner,Senior Managing Director,Avenue Capital Group,mzwebner@avenuecapital.com,2129055276,Direct
10884134,Inactive Investor,Douglas Malan,Investment Advisor Representative,LPL Financial LLC Salem IL 1445 W Whittaker St,douglas.malan@lpl.com,,Salesforce
128507,,Ryan Hosegood,,Lido Advisors,rhosegood@lidoadvisors.com,,
343141,,Marianne Touger,Director,"G & O Financial Services, Inc.",mtouger@garciaortiz.com,727-576-1245,Manual List Upload
10982834,Inactive Investor,Xi Zheng,,J.P. Morgan Securities LLC Seattle WA 520 NE Northgate Way,xi.mcnelly@jpmorgan.com,,Salesforce
11023732,Inactive Investor,Virgil Sweet,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10970289,Inactive Investor,Joseph Pereira,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,joseph.pereira@mutualofamerica.com,,Salesforce
11286063,Inactive Investor,Conor Mullan,"Product Manager - Mutual Funds, Money Markets & Interval Funds","RBC Capital Markets, LLC",conor.mullan@rbc.com,212-858-7000,Salesforce
11202402,Inactive Investor,Michael Goldman,Executive Director;Founder;Regulatory Contact;Shareholder,Gather Financial Planning,michael@goldmanfinancialplanning.com,,Salesforce
10771155,Inactive Investor,Elizabeth Flynn,Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",elizabeth.e.flynn@ml.com,,Salesforce
9646056,,Phil Gomes,,,phil@bloq.com,,List import
10762893,Inactive Investor,Priscilla Watson,,PFS Investments Inc. Spring Valley CA 9621 Campo Rd,priscilla.watson@primerica.com,,Salesforce
11067442,Inactive Investor,Kevin Donovan,Financial Advisor,PlanMember Securities Corporation Blue Point NY Private Residence,,,Salesforce
11017545,Inactive Investor,Alissa Lusardi,Supervision Analyst,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10975616,Inactive Investor,Mark Henderson,,J.P. Morgan Securities LLC Louisville KY 416 W Jefferson St,mark.henderson@chase.com,,Salesforce
11005112,Inactive Investor,Clayton Kornhauser,Analyst;Marketing Associate,Navellier & Associates Inc,clayton_kornhauser@navellier.com,,Salesforce
11218403,,Tucker Watson,,,tucker.watson@jpmorgan.com,,List Import
10392355,,Thắng Nguyễn,,,khoathag612@gmail.com,,Web Form Fillout
11082846,Inactive Investor,Ariel Aponte,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
9607161,,James Alexander,,,contact@tradingandinvestment.co.uk,,List import
10951458,Inactive Investor,Ryan Cook,,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",ryan.cook@valic.com,,Salesforce
10860651,Inactive Investor,Kristine Callahan,Financial Advisor,Edward Jones Omaha NE 9840 S 168th Ave,kris.callahan@edwardjones.com,,Salesforce
9619091,,Michael Alexander,,,malexander@marathonfund.com,,List import
12634,,Kathryn Bergin,Principal,CIBC Private Wealth Management,kathryn.bergin@cibcatlantictrust.com,1-312-422-1759,Database Upload
9574418,,Phillip Mabey,,,pmabey@ft.newyorklife.com,,List import
11026381,Inactive Investor,Rayna Hladky,,PFS Investments Inc. Omaha NE 10110 Nicholas St,rhladky@primerica.com,,Salesforce
11001769,Inactive Investor,Owen Rosebeck,Associate Wealth Advisor,Corient Menlo Park CA 1550 El Camino Real,,,Salesforce
10758194,Inactive Investor,Joseph Kenna,Financial Advisor;Investment Officer;Portfolio Manager;Vice President,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",joseph.kenna@wellsfargoadvisors.com,,Salesforce
10800456,Inactive Investor,Danny Bottoni,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,danny.bottoni@primerica.com,,Salesforce
9615184,,Oliver dholl,,,oliverdholl@gmail.com,,List import
10843066,Inactive Investor,Joel Tschantz,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
9541133,,Barry Corkern,,,barryc@bcorkern.com,,List import
10971932,Inactive Investor,Derrick Lee,,Fidelity Brokerage Services LLC,derrick.lee@fidelity.com,,Salesforce
10922810,Inactive Investor,Leslie Chatty,,Vanguard Marketing Corporation,leslie_chatty@vanguard.com,,Salesforce
11157032,Inactive Investor,Brian Payne,Director;Member,Dearborn Partners L.L.C.,bpayne@dearbornpartners.com,,Salesforce
11219580,,Joanna Walker,,,joanna.walker@lpl.com,,Other
231775,,BlockTower Capital Partners Master Fund LP,,[Unknown],hamza@blocktower.com,,
11152078,Inactive Investor,Tonya Wilson,,State Farm VP Management Corp. Cullman AL 1624 1st Ave SW,,,Salesforce
11207451,Inactive Investor,Michael West,Chief Executive Officer;Financial Advisor;Member,"West Financial Advisors, L.L.C.",,,Salesforce
10842271,Inactive Investor,Elias Randel,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Cedar Rapids IA 3600 1st Ave NE,elias.randel@lpl.com,,Salesforce
9564519,,Philip Ruggio,,,pruggio@financialguide.com,,List import
215594,,Sven Hildebrandt,,[Unknown],s.hildebrandt@distributed-ledger-consulting.de,,Paid Social
10840046,Inactive Investor,Ryan Vassar,,"Leo Brokerage, LLC Big Spring TX 1001 FM 700",,,Salesforce
10978556,Inactive Investor,Robert Hedges,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",rhedges@financialguide.com,,Salesforce
10892028,Inactive Investor,Tammy Firicano,,Cetera Financial Specialists LLC Pleasantville NY 520 Bedford Rd,,,Salesforce
10953202,Inactive Investor,Charles Carson,Senior Vice President,"Benjamin F. Edwards & Company, Inc. Troy AL 401 Elba Hwy",chuck.carson@benjaminfedwards.com,,Salesforce
11117366,Inactive Investor,Richard Aguirre,,J.P. Morgan Securities LLC Fort Lauderdale FL 720 E Broward Blvd,richard.aguirre@chase.com,,Salesforce
9627768,,Joseph De Luca,,,jdeluca19@gmail.com,,List import
10920839,Inactive Investor,Barbara Lamont,,LPL Financial LLC Lebanon NJ 1390 US Hwy 22,barbara.lamont@lpl.com,,Salesforce
10778655,Inactive Investor,James Vogel,Financial Advisor;Financial Planning Specialist,Morgan Stanley Wellesley Hills MA 112 Worcester St,james.vogel@morganstanley.com,,Salesforce
9579650,,Miguel Miguel Salandy,,,miguelsalandy@yahoo.com,,List import
11127002,Inactive Investor,Michael Cole,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10859458,Inactive Investor,Marietta Wicks,,State Farm VP Management Corp. Bessemer AL 3014 Allison Bonnett Memorial Dr,marietta.wicks.ud4b@statefarm.com,,Salesforce
10998572,Inactive Investor,Seth Deibel,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9642508,,bill gass,,,shenmeshishuxue@gmail.com,,List import
10658457,,Benjamin Pogofsky,,,ben.pogofsky@jpmorgan.com,,List Import
10926098,Inactive Investor,Christopher Disharoon,Financial Advisor,Edward Jones Mount Pleasant SC 1405 Ben Sawyer Blvd,chris.disharoon@edwardjones.com,,Salesforce
10789434,Inactive Investor,Andrew Baker,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Fort Wayne IN 6714 Pointe Inverness Way",drew.baker@ampf.com,,Salesforce
11020074,Inactive Investor,Candace Chavez,,Cetera Investment Services LLC Wimberley TX 101 River Rd,,,Salesforce
10808836,Inactive Investor,Natalie Vicchio,,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",natalie.vicchio@raymondjames.com,,Salesforce
11160130,Inactive Investor,Lawrence Disarro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",lawrence.disarro@ml.com,,Salesforce
10874500,Inactive Investor,Shirl Gondek,,"Allstate Financial Services, LLC White Lake MI 9145 Highland Rd",shirlgondek@allstate.com,,Salesforce
213895,,Donald Bush,Chairman BOD,"HYECoin, Inc.",donaldwilsonbush@gmail.com,,Content
9620020,,simon Curtis,,,crtsim005@gmail.com,,List import
10906480,Inactive Investor,Yhadira Mercado,,Jefferies LLC Miami FL 1450 Brickell Ave,ymercado@jefferies.com,,Salesforce
9616014,,Paul Varano,,,paul.varano3@gmail.com,,List import
11154183,Inactive Investor,Travis Rothstein,Senior Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",travis.rothstein@ampf.com,,Salesforce
10806229,Inactive Investor,Gregory Cowan,,"Sanford C. Bernstein & Co., LLC Cleveland OH 127 Public Sq",greg.cowan@alliancebernstein.com,,Salesforce
187483,,Savino Pascucci,,[Unknown],savinogpascucci@gmail.com,,Organic Search
11131472,Inactive Investor,Salvador Tan,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,,,Salesforce
9547587,,Nicholas Kruse,,,nkruse264m@gmail.com,,List import
9632975,,Ross Bane,,,rbane91@gmail.com,,List import
205687,,David Hoekzema,,United States,davidhoekzema1@gmail.com,,
185701,,Emerson Pinto,,[Unknown],emerson_october@hotmail.com,,source
10992610,Inactive Investor,Ashley Thomas,,"CapFinancial Securities, LLC.",,,Salesforce
11072012,Inactive Investor,Michael Parsons,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,,,Salesforce
11082360,Inactive Investor,Kathleen Benevento,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11045109,Inactive Investor,Adam Rowe,,"First Command Brokerage Services, Inc. Carlisle PA 401 E Louther St",ahrowe@firstcommand.com,,Salesforce
11108250,Inactive Investor,Justin Robertson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",justin.robertson@ml.com,,Salesforce
222868,,Paul Casarin,,[Unknown],paulcasarin@gmail.com,,Direct
11203785,Inactive Investor,Peter Gutschenritter,,"Next Financial Group, Inc. Atlanta GA 6065 Roswell Rd",,,Salesforce
11151691,Inactive Investor,Brian Mitchell,,J.P. Morgan Securities LLC Fishers IN 11610 Olio Rd,,,Salesforce
10934486,Inactive Investor,Daniel Schmidt,,PFS Investments Inc. Allentown PA 7310 Tilghman St,daniel.schmidt@primerica.com,,Salesforce
10893782,Inactive Investor,Haydon Norwood,Registered Client Service Associate,Morgan Stanley Anderson SC 3003 N Main St,,,Salesforce
10772500,Inactive Investor,David Moore,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",david.moore1@wellsfargoadvisors.com,,Salesforce
10763953,Inactive Investor,Stephen Wanvig,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Venice FL 801 E Venice Ave",stephen.wanvig@wfafinet.com,,Salesforce
9569207,,Bob Levett,,,bob.levett@gmail.com,,List import
11078943,Inactive Investor,Thomas Byrum,,"Osaic Wealth, Inc. Edenton NC 309 S Broad St",,,Salesforce
11080120,Inactive Investor,Rajan Bedi,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
5136505,,HONG yut,,,payolog434@lidely.com,,Web Form Fillout
11093104,Inactive Investor,Steffen Hellert,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",steffen.hellert@wellsfargoadvisors.com,,Salesforce
11014915,Inactive Investor,Rhett Bredy,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,rhett.bredy@jpmorgan.com,,Salesforce
11164295,Inactive Investor,Sabrina Southworth,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glen Allen VA 3901 Stillman Pkwy",,,Salesforce
10921215,Inactive Investor,Madalina Andrei,Financial Advisor,Edward Jones Mountain View CA 1045 W El Camino Real,madalina.andrei@edwardjones.com,,Salesforce
9603226,,Sharon Azanza,,,buckycanters@gmail.com,,List import
9590610,,Paul Dossantos,,,paul@milagrewealth.com,,List import
10972095,Inactive Investor,Nicole Marcella,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10997684,Inactive Investor,Todd Ifkovits,Founder;President,"Jay A. Fishman, Ltd",,,Salesforce
233614,,ADEWALE peter ADELEKE -,,ADEWALE peter ADELEKE [[Unknown]],peteradeleke@hotmail.com,,Direct
8811196,,Crystal Liu,,,cl943@cornell.edu,7188013420,Web form fillout
339876,,Alan Jotkoff,President,"Jotkoff Financial Services, Inc.",ajotkoff@jfsadvisor.com,321-984-7345,Manual List Upload
11008412,Inactive Investor,Mark Abasciano,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,mabasciano@primerica.com,,Salesforce
9547004,,Mark Goldsmith,,,mark.goldsmith@selectportfolio.com,,List import
9607901,,qin xiaofeng,,,2244929201@qq.com,,List import
11137848,Inactive Investor,Michael Busch,Financial Advisor,Edward Jones Oskaloosa IA 114 High Ave W,mike.busch@edwardjones.com,,Salesforce
241619,,Marvin Runyon,,[Unknown],mrunyon3@yahoo.com,,source
9563579,,Kudakwashe Chinake,,,kuda.chinake@gmail.com,,List import
4737545,,jiem jikh,,,memeya4495@hempyl.com,,Web Form Fillout
10754732,Inactive Investor,Barbara Luis,Financial Advisor;Senior Vice President,"Northern Trust Securities, Inc. Miami FL 600 Brickell Ave",luis.barbara@ntrs.com,,Salesforce
10840404,Inactive Investor,Karla Greer,Financial Advisor;Investment Advisor Representative,"Voya Financial Advisors, Inc. Spokane WA 827 W 1st Ave",karla.greer@voyafa.com,,Salesforce
10881531,Inactive Investor,Marcos Chavira,Chief Compliance Officer;Owner,TaxDude Financial Advisor Long Beach CA 4401 Atlantic Ave,marcos@taxdude.net,,Salesforce
10996026,Inactive Investor,Justin Samland,,LPL Financial LLC Buffalo NY 3105 Niagara Falls Blvd,justin.samland@lpl.com,,Salesforce
10942428,Inactive Investor,Beau Tompkins,,LPL Financial LLC,beau.tompkins@lpl.com,,Salesforce
10839724,Inactive Investor,Zita Longo,,PFS Investments Inc. Byrnedale PA 19658 Bennetts Valley Hwy,zita.longo@primerica.com,,Salesforce
11103058,Inactive Investor,Jaime Pina,General Partner,Edward Jones Chandler AZ Private Residence,jaime.pina@edwardjones.com,,Salesforce
9621410,,Steve Taft,,,stevendtaft@yahoo.com,,List import
9547722,,Elayne Jackson,,,ejackson@massmutual.com,,List import
11185384,Inactive Investor,David Benning,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,Logan Park Wealth Management,david.benning@lpwm.com,,Salesforce
10787444,Inactive Investor,Jon Knudtson,,Van Clemens & Co. Incorporated,jknudtson@vanclemens.com,,Salesforce
10922168,Inactive Investor,Gray Rudd,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",gray.rudd@nm.com,,Salesforce
10888713,Inactive Investor,Benjamin Champion,President,Legacy Trust Advisors LLC,,,Salesforce
11018840,Inactive Investor,William Waylett,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Wilmington NC 1111 Military Cutoff Rd,bill.waylett@morganstanley.com,,Salesforce
10953395,Inactive Investor,Olivia Brownell,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,,,Salesforce
9580584,,Tom Anselmi,,,tom.anselmi@lfg.com,,List import
10910192,Inactive Investor,Mark Mccowan,,"Raymond James Financial Services, Inc. Cookeville TN 320 S Jefferson Ave",mark.mccowan@raymondjames.com,,Salesforce
9643260,,Onyeaghala Opara,,,henryopara12@gmail.com,,List import
11061330,Inactive Investor,Tara Blair,,LPL Financial LLC Fort Worth TX 3950 Fossil Creek Blvd,tara.blair@lpl.com,,Salesforce
11185934,Inactive Investor,Nadine Of Gatas,,"Wells Fargo Clearing Services, LLC Broomfield CO 2 Garden Ctr",nadine.fadayel@wellsfargo.com,,Salesforce
11056235,Inactive Investor,Matthew Mckinney,Financial Advisor,LPL Financial LLC Akron PA 351 S 7th St,matthew.mckinney@lpl.com,,Salesforce
9563952,,Emilio Rubio,,,ejrubio@hushmail.com,,List import
10925450,Inactive Investor,Max Short,Financial Advisor,Edward Jones Brazil IN 22 N Meridian St,max.short@edwardjones.com,,Salesforce
9562296,,Lewis Cohen,,,lewis.cohen@dlxlaw.com,,List import
11199495,Inactive Investor,Sandra Thibault,Chief Compliance Officer;Operations Coordinator;Partner,"Barron Financial Group, LLP",sthibault@barronfinancialgroup.com,,Salesforce
10801676,Inactive Investor,Mark Goddard,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",goddardm@stifel.com,,Salesforce
10900244,Inactive Investor,Andrew Meadows,Financial Advisor,"Sheikh Investments, Inc.",,,Salesforce
9643154,,Charlie Simpson,,,charlie.simpson@greatclips.com,,List import
10779213,Inactive Investor,Shannon Walck,Compliance Analyst,"Wells Fargo Advisors Financial Network, LLC",shannon.walck@wfafinet.com,,Salesforce
11179337,Inactive Investor,Stephen Menke,,"Cambridge Investment Research, Inc. Lawrence KS 4500 Bob Billings Pkwy",smenke@cambridgesecure.com,,Salesforce
10962592,Inactive Investor,Suraj Gautam,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10813407,Inactive Investor,Nancy Letarte,Financial Advisor,Edward Jones Tucson AZ 7355 S Houghton Rd,nancy.letarte@edwardjones.com,,Salesforce
10984599,Inactive Investor,Michelle Miguez-Garcia,,"Kestra Investment Services, LLC San Antonio TX 14855 Blanco Rd",,,Salesforce
11016289,Inactive Investor,Melissa Stephens,,"Allstate Financial Services, LLC Three Rivers MI 310 S US Hwy 131",melissakleinert@allstate.com,,Salesforce
11066068,Inactive Investor,Dennis Stanek,Financial Advisor;Managing Director;Senior Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",dj.stanek@rbc.com,,Salesforce
9635624,,Angela Hickman,,,ahickman@ncafinancial.com,,List import
11203611,Inactive Investor,Ranfy Leonardo,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,ranfy.leonardo@fmr.com,,Salesforce
11122400,Inactive Investor,Thomas Wall,,"Principal Securities, Inc.",,,Salesforce
11180163,Inactive Investor,David Rucki,Wealth Manager,Commonwealth Financial Network Fort Washington PA 501 Office Center Dr,drucki@commonwealth.com,,Salesforce
11216957,,Hari Ramanan,,,hari.ramanan@nb.com,,Other
11173109,Inactive Investor,Steven Lim,,Founders Financial Securities LLC Columbia MD 9250 Rumsey Rd,,,Salesforce
11104366,Inactive Investor,Jed Cohen,,"Raymond James & Associates, Inc.",jed.cohen@raymondjames.com,,Salesforce
9631730,,Nick Moore,,,nick.moore@pm.me,,List import
7085820,,sima leak,,,mevama3245@luxeic.com,,Web Form Fillout
10891268,Inactive Investor,Jason Fung,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alhambra CA 444 E Valley Blvd",jason.fung@ml.com,,Salesforce
11228576,Inactive Investor,Audrey Hammond,Business Management Analyst,J.P. Morgan Securities LLC Mesa AZ 5624 E McKellips Rd,audrey.m.hammond@jpmorgan.com,,Salesforce
11019346,Inactive Investor,Evan Baker,Financial Advisor,LPL Financial LLC Owosso MI 800 W Main St,evan.baker@lpl.com,,Salesforce
9596950,,Yash Kishore,,,yashkishore.y@gmail.com,,List import
10988596,Inactive Investor,Jennifer Scioscia,Financial Consultant;Investment Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Myers FL 12580 University Dr",,,Salesforce
151849,,xiaojin dong,,[Unknown],dongxiaojin@gmail.com,,Organic Search
11074993,Inactive Investor,Robert Warners,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",robert.warners@wellsfargoadvisors.com,,Salesforce
10983307,Inactive Investor,Douglas Varner,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,doug.varner.qsuw@statefarm.com,,Salesforce
11140281,Inactive Investor,Jason Chabek,,Oppenheimer & Co. Inc. Fort Myers FL 6700 Daniels Pkwy,jason.chabek@opco.com,,Salesforce
10979718,Inactive Investor,Isaiah Haynes,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",isaiah.haynes@schwab.com,,Salesforce
11249,,Ryan Morfin,Chief Executive Officer,Wentworth Management Services LLC,evelyn.hall@wentworthms.com,214-862-5202,Event
10790221,Inactive Investor,Tinu Thompson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",tinu.thompson@ml.com,,Salesforce
9596509,,Kyle Mcgrath,,,kmcgrath@focuspartners.com,,List import
9620934,,Fund Unicorn,,,fundunicorn01@gmail.com,,List import
11145663,Inactive Investor,Brian Yoon,Executive Director,Morgan Stanley,brian.yoon@morganstanley.com,,Salesforce
10779807,Inactive Investor,Ken Hesthag,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9638070,,Mark Scharf,,,marc@bookmarkadvisors.com,,List import
11013357,Inactive Investor,Grace Smith,,J.P. Morgan Securities LLC Valparaiso IN 2301 Calumet Ave,,,Salesforce
9551398,,Timothy McSweeney,,,tmcsweeney3@yahoo.com,,List import
11002392,Inactive Investor,Forrest Patterson,Financial Advisor,"Gradient Securities, LLC Hurst TX 669 Airport Fwy",fpatterson@gradientsecurities.com,,Salesforce
10831630,Inactive Investor,Cary Daly,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10937518,Inactive Investor,Richard Edwards,Investment Advisor Representative,"Transamerica Financial Advisors, Inc New York NY 116 W 23rd St",rick.edwards@tfaconnect.com,,Salesforce
9543797,,John Raphael Rodrigo,,,john.raphael.rodrigo@gmail.com,,List import
10843179,Inactive Investor,Darron Bergstrom,,"Cambridge Investment Research, Inc. Corpus Christi TX 711 N Carancahua St",,,Salesforce
10953422,Inactive Investor,Madelyn Shaw,Private Wealth Advisor;Vice President,"Synovus Securities, Inc. Boca Raton FL 140 N Federal Hwy",madelynshaw@synovus.com,,Salesforce
9639783,,James Yang,,,jamesyang@cidgroup.com,,List import
10803817,Inactive Investor,Timothy Mulroy,Managing Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",timothy.mulroy@nm.com,,Salesforce
10824796,Inactive Investor,Phillip Sitar,Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL Private Residence",phillip.j.sitar@ampf.com,,Salesforce
11139074,Inactive Investor,Clark Swepston,Financial Advisor,"Pruco Securities, LLC. Beckley WV 108 Locust St",clark.swepston@prudential.com,,Salesforce
11149505,Inactive Investor,Jatinder Kaur,,"Allstate Financial Services, LLC Anaheim CA 1501 N Raymond Ave",jatinderkaur@allstate.com,,Salesforce
11068792,Inactive Investor,Michele Thomas,Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",michele_s_thomas@ml.com,,Salesforce
11121285,Inactive Investor,Christopher Ginther,Financial Advisor,LPL Financial LLC Pittsford NY 15 Schoen Pl,christopher.ginther@lpl.com,,Salesforce
88887,,Martijn Poppelaars,,Bitcoin,martijn.poppelaars@gmail.com,(555) 555-5555,Organic Search
10980075,Inactive Investor,Kenneth Lawing,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kenneth.lawing@tiaa.org,,Salesforce
11010457,Inactive Investor,Kendal Hernandez,,PFS Investments Inc. Billings MT 1643 Lewis Ave,68xjg@primerica.com,,Salesforce
10771495,Inactive Investor,Frederick Cyprys,Financial Coach;Investment Advisor Representative,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",frederick.cyprys@equitable.com,,Salesforce
11186633,Inactive Investor,Osric Hayes,,J.P. Morgan Securities LLC Champaign IL 201 W University Ave,osric.hayes@jpmorgan.com,,Salesforce
169880,,Ross Goldstein,,[Unknown],rossmgoldstein@gmail.com,,
10761308,Inactive Investor,James Bennett,Executive Director;Financial Advisor;Investing with Impact Director;Senior Portfolio Manager,Morgan Stanley Honolulu HI 733 Bishop St,james.h.bennett@morganstanley.com,,Salesforce
11060420,Inactive Investor,Brian Wilson,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,brian.wilson@fidelity.com,,Salesforce
10868849,Inactive Investor,James Bashaw,Chief Compliance Officer;President,JLB & Associates Inc,james.bashaw@jlbinvest.com,,Salesforce
11196198,Inactive Investor,Thaddeus Eckerle,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,thaddeus.eckerle@ubs.com,,Salesforce
10801082,Inactive Investor,Joseph Silich,Executive Financial Services Director;Managing Director;Portfolio Management Director;Wealth Advisor;Workplace Advisor - Equity,Morgan Stanley Chicago IL 233 S Wacker Dr,joseph.silich@morganstanley.com,,Salesforce
9643991,,Michelle Tricamo,,,michelle.tricamo@gmail.com,,List import
11012987,Inactive Investor,Michael Mckenna,,J.P. Morgan Securities LLC Gloucester MA 233 Main St,,,Salesforce
10787631,Inactive Investor,Andrew Murphy,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,andrew.murphy@fidelity.com,,Salesforce
9596221,,Brian Kennedy,,,bkennedy86@gmail.com,,List import
10817989,Inactive Investor,Erin Pentz,Co-Chief Operating Officer;Owner;Vice President;Wealth Advisor,SBC Wealth Management,epentz@sbcwealth.com,,Salesforce
11077600,Inactive Investor,Amy Brand,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4802 Deer Lake Dr E",,,Salesforce
9640515,,Deena Fuchs,,,dfuchs@avichaina.org,,List import
11142659,Inactive Investor,Christopher Weins,Financial Professional,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",christopher.weins@equitable.com,,Salesforce
9542243,,Zacharey Kostelecky,,,zachkostelecky333@gmail.com,,List import
10851147,Inactive Investor,Robert Greisinger,Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",taylor.greisinger@ml.com,,Salesforce
10861826,Inactive Investor,Jason Javurek,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
371946,,jack q,,China,asw@qq.com,,Salesforce
157798,,George Karam,,[Unknown],gekaram@live.com,,
10883142,Inactive Investor,Jonathan Fairbrother,Vice President,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
10795137,Inactive Investor,Gary Parsell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",gary.r.parsell@ml.com,,Salesforce
10898519,Inactive Investor,Michael Roman,Client Service Associate,Morgan Stanley Westport CT 500 Post Road E,mickey.roman@morganstanley.com,,Salesforce
11188382,Inactive Investor,James Field,Advisor,LPL Financial LLC Baton Rouge LA 6161 Perkins Rd,jim.field@lpl.com,,Salesforce
10830265,Inactive Investor,Omar Bitar,Financial Advisor;Senior Vice President - Wealth Management,"Ameriprise Financial Services, LLC Beaumont TX 2615 Calder St",omar.bitar@ubs.com,,Salesforce
10494068,,John Akhras,,BNY,john.akhras@bnymellon.com,,List Import
10645522,,Carmen Wong,,,cwong@mesirowfinancial.com,,List Import
10842777,Inactive Investor,James Nelson,,"Centaurus Financial, Inc. Blue Springs MO Private Residence",,,Salesforce
9618700,,Simon Michael,,,simon@balchhill.com,,List import
10790237,Inactive Investor,Mitchell Pearl,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",mitchell.pearl@rbc.com,,Salesforce
11118268,Inactive Investor,Daniel Gilmore,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
76543,,Barbara Lewin,,United States,barbaralewin@mac.com,,
11131520,Inactive Investor,John Trusela,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",john.a.trusela@ampf.com,,Salesforce
9583627,,Keith Johnson,,,keith.johnson@associatedbank.com,,List import
10842036,Inactive Investor,Mark Redman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orange CA 765 The City Dr S",mark.redman@tfaconnect.com,,Salesforce
11194935,Inactive Investor,John Harris,,"Avantax Investment Services, Inc. Spring TX PO Box 2823",,,Salesforce
10756046,Inactive Investor,Tara Donivan,Financial Advisor,Edward Jones The Dalles OR 3591 Klindt Dr,tara.donivan@edwardjones.com,,Salesforce
9591084,,Peks Caetan,,,peks.caetan@gmail.com,,List import
38272,,Steven Goldberg,Financial Planner,Lincoln Financial Advisors Corporation,steven.goldberg@lfg.com,410-987-3590,
227122,, -,,[[Unknown]],barile007@gmail.com,,
11113159,Inactive Investor,William Schultz,,"Leo Brokerage, LLC",bill@bftfg.com,,Salesforce
1004302,Inactive Investor,Karen Chancy,,Karen Chancy,karen.chancy@raymondjames.com,,3rd Party Lead Gen
10928045,Inactive Investor,Brian Gray,,"Concurrent Investment Advisors, LLC Chicago IL 155 N Wacker Dr",,,Salesforce
9588895,,Georgia Bennicas,,,georgia@bennicasassociates.com,,List import
10920484,Inactive Investor,Matthew Cleary,,"Sentinel Securities, Inc.",matthew.cleary@sentinelgroup.com,,Salesforce
9559605,,scott mcfadden,,,smcfadden@prospectprop.com,,List import
10839773,Inactive Investor,Mark Runge,,J.P. Morgan Securities LLC Scarsdale NY 676 Post Rd,mark.a.runge@jpmorgan.com,,Salesforce
9589485,,Paul Ferguson,,,pjferg@icloud.com,,List import
11136229,Inactive Investor,Brandon Kocmoud,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",,,Salesforce
2208,,Dennis Leibowitz,Managing General Partner,"Act II Capital, LLC",dleibowitz@actiipartners.com,1-212-247-2990,Initial Salesforce Import
10833754,Inactive Investor,Beverly Suchoboky Wendt,,"Osaic Wealth, Inc. Hauppauge NY 1600 Calebs Path Ext",bwendt@royalallianceadvisors.com,,Salesforce
10978469,Inactive Investor,Tyler Weaver,Financial Advisor,"Alpha Financial Advisors, LLC",tyler.weaver@alphafa.com,,Salesforce
10828574,Inactive Investor,Thomas Strauchon,,"ValMark Securities, Inc. Highland Heights OH Private Residence",tom.strauchon@valmarksecurities.com,,Salesforce
222806,,Phil Ranjam,,[Unknown],dsy30275@zcrcd.com,,
11127911,Inactive Investor,Michael Frederick,,"J. Alden Associates, Inc. Collegeville PA 100 Springhouse Dr",mfrederick@j-alden.com,,Salesforce
11209489,Inactive Investor,Morgan Tucker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9597571,,Shelby Newell,,,snewell@bkd.com,,List import
9638740,,James Haislip,,,jhaislip@baycare.org,,List import
10853818,Inactive Investor,Wyn Yelin,Financial Advisor,Edward Jones Boynton Beach FL 1880 N Congress Ave,wyn.yelin@edwardjones.com,,Salesforce
11148284,Inactive Investor,Jeffrey Frank,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,jefrank@ft.newyorklife.com,,Salesforce
10985075,Inactive Investor,Yingxin Yu,,J.P. Morgan Securities LLC San Francisco CA 1811 19th Ave,yingxin.yu@chase.com,,Salesforce
10929557,Inactive Investor,Diljeet Masuda,,"MML Investors Services, LLC Las Vegas NV 1700 S Pavilion Center Dr",,,Salesforce
9594255,,Shawn Miller,,,shawngmiller@gmail.com,,List import
10997873,Inactive Investor,Avi Crane,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",avi.crane@tfaconnect.com,,Salesforce
9646350,,mallik tad,,,mallik_tad@yahoo.com,,List import
10776582,Inactive Investor,Angela Dover,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",angela.dover@ml.com,,Salesforce
9603331,,Mark Austin,,,maustin@liniam.com,,List import
11141859,Inactive Investor,Sean Tully,Financial Advisor - Private Client Group;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",sean.tully@rbc.com,,Salesforce
11154209,Inactive Investor,Brian Broadbent,,Goldman Sachs & Co.,brian.broadbent@gs.com,,Salesforce
10776500,Inactive Investor,Marcus Malonson,Managing Director;Retirement Benefits Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",marcus.malonson@ml.com,,Salesforce
10696281,,Josh Lawson,,The Patten Group,intern@360patten.com,,List Import
11060519,Inactive Investor,Alexandria Torrescano,,LPL Financial LLC Tualatin OR 18840 SW Boones Ferry Rd,alexandria.torrescano@lpl.com,,Salesforce
11114203,Inactive Investor,Kristal Burton,Financial Advisor,Edward Jones Mesa AZ 7165 E University Dr,kristal.burton@edwardjones.com,,Salesforce
9541316,,Benjamin Justice,,,ben@soltisadvisors.com,,List import
9582385,,Daniel Streeter,,,streeter_daniel@nlvmail.com,,List import
11042626,Inactive Investor,Richard Scott,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11147913,Inactive Investor,Sean Curry,,"Allstate Financial Services, LLC Fort Collins CO 4020 S College Ave",seancurry@allstate.com,,Salesforce
9599245,,Warren Stephens,,,wstephens@stephens.com,,List import
11127489,Inactive Investor,Alphonse Paolillo,,"Osaic Wealth, Inc. Rocky Hill CT 100 Corporate Pl",,,Salesforce
10656557,,John Herrmann,,,john.herrmann@fidelity.com,,List Import
11042342,Inactive Investor,Michael Sullivan,,"Raymond James & Associates, Inc.",,,Salesforce
245982,,Not Provided,,"Debevoise and Plimpton, LLP",ldvo@debevoise.com,,Manual List Upload
11108744,Inactive Investor,Mahmoud Abdelhalem,Financial Advisor,LPL Financial LLC San Diego CA 4025 Camino Del Rio S,mahmoud.abdelhalem@lpl.com,,Salesforce
11221714,,Lester Wohl,,,lmwohl@lnwcpa.com,,List Import
11108955,Inactive Investor,George Seignious,Investment Advisor,"Pawleys Investment Advisors, LLC Delray Beach FL Private Residence",gseignious@pawleysadvisors.com,,Salesforce
11260325,Inactive Investor,David Sain,Analyst,LPL Financial LLC,,,Salesforce
11082127,Inactive Investor,Matthew Jackson,,Kovack Securities Inc. Simi Valley CA 40 W Easy St,,,Salesforce
10909469,Inactive Investor,David Rogers,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,,,Salesforce
10803335,Inactive Investor,David Kuffner,Financial Advisor;Vice President,Morgan Stanley Coral Springs FL 2825 N University Dr,david.kuffner@morganstanley.com,,Salesforce
9415735,,Jon Pacific Premier Trust FBO Jon Kalb IRA,,Jon Kalb,jon@kalbweb.com,,3rd Party Lead Gen
11013084,Inactive Investor,Eric Nelkin,,Madison Global Partners LLC,enelkin@madisonglobalpartners.com,,Salesforce
11141618,Inactive Investor,Cesar Popoca,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,cpopoca@primerica.com,,Salesforce
10825336,Inactive Investor,Brian Chastain,Chief Investment Officer;Founding Partner,CFO4Life,brian.chastain@mycfo4life.com,,Salesforce
11236741,Inactive Investor,Jeremiah Gallington,Investment Advisor,NorthStar Asset Management Inc Jamaica Plain MA 2 Harris Ave,jgallington@northstarasset.com,,Salesforce
11098359,Inactive Investor,Samuel Sinclair,,"1st Discount Brokerage, Inc. Modesto CA 1400 K St",ssinclair@1db.com,,Salesforce
10915277,Inactive Investor,Derek Overstreet,Founder;Investment Advisor Representative;Managing Member;Regulatory Contact,New Millennium Group,derek@nmutah.com,,Salesforce
11173847,Inactive Investor,Eric Abbott,,Edward Jones Cumming GA 1672 Market Place Blvd,eric.abbott@edwardjones.com,,Salesforce
342809,,Joseph Coluccio,,[Unknown],joecoluccioesq@optonline.net,,
10954048,Inactive Investor,Jessica Sage,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10957517,Inactive Investor,Luke Bailey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10854393,Inactive Investor,Gregory Schlaudecker,,AdaptFirst Investments LLC Jamestown NC 2609 Glasshouse Rd,gregg@adaptfirst.com,,Salesforce
10616569,,Maria Yanez,,,maria.yanez@primerica.com,,List Import
11232832,Inactive Investor,Howard Slater,,"Signature Estate Securities, Inc.",,,Salesforce
9541483,,Craig Mcewen,,,acelectricalessex@gmail.com,,List import
10804468,Inactive Investor,Andrew Champagne,Financial Advisor;Financial Planning Specialist,Morgan Stanley Reading PA 1350 Broadcasting Rd,andrew.champagne@morganstanley.com,,Salesforce
11296976,Inactive Investor,Joseph Verga,Financial Strategist,Fountainhead Advisors,jverga@fountainhead-advisors.com,9084030180,Event
9618122,,Christian Solcher,,,csolcher@tphassetmanagement.com,,List import
10764575,Inactive Investor,Philip Perry,Municipal Securities Principal;Office of Supervisory Jurisdiction Principal;OSJ Principal;SROP,Flagstar Advisors New York NY 950 3rd Ave,philip.perry@flagstar.com,,Salesforce
10847815,Inactive Investor,Louis Falvo,Investment Advisor Representative,"Good Life Advisors, LLC Mt Pleasant SC Private Residence",louis.falvo@goodlifefa.com,,Salesforce
9551080,,larry benedek,,,larrybenedek@hotmail.com,,List import
11082807,Inactive Investor,Clayton Carter,,Cetera Investment Services LLC Lexington KY 201 E Main St,clayton.carter@ceterainvestors.com,,Salesforce
11071359,Inactive Investor,Randall Fisher,,"Kestra Investment Services, LLC Garden City KS 112 W Pine St",,,Salesforce
11135785,Inactive Investor,Renee Drake,,Edward Jones Goshen IN 118 S Main St,renee.drake@edwardjones.com,,Salesforce
10950235,Inactive Investor,Victoria Ortiz,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,victoria.ortiz.m36u@statefarm.com,,Salesforce
11153880,Inactive Investor,Abigail Ryan,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Newhall CA 26901 Sierra Hwy,abigail.ryan@jpmorgan.com,,Salesforce
10907964,Inactive Investor,Eric Ludy,Chief Compliance Officer;Portfolio Manager;Vice President,West Chester Capital Advisors Inc,,,Salesforce
11171384,Inactive Investor,Alfred Amato,,Vanguard Marketing Corporation,alfred_amato@vanguard.com,,Salesforce
11124898,Inactive Investor,Hailey Vega,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,hailey_vega@vanguard.com,,Salesforce
11053327,Inactive Investor,Courtland Rudolph,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10878341,Inactive Investor,Matthew Difilippo,,"Ameriprise Financial Services, LLC Indiana PA 800 Philadelphia St",matthew.difilippo@ampf.com,,Salesforce
10951926,Inactive Investor,Brian Clifford,,Key Investment Services LLC Baldwinsville NY 10 E Genesee St,brian_clifford@keybank.com,,Salesforce
10973887,Inactive Investor,Bryan Potacco,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",bryan.potacco@truist.com,,Salesforce
11237938,Inactive Investor,Ryan Massey,,Performance Trust,rmassey@performancetrust.com,,Salesforce
11023117,Inactive Investor,Bruce Simmons,,"Sanctuary Securities, Inc. Northbrook IL 40 Skokie Blvd",bsimmons@sanctuarywealth.com,,Salesforce
10776559,Inactive Investor,James Gibson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",james.gibson@rbc.com,,Salesforce
4588348,,Schuyler Moore,,Honey Bear Capital,honeybearcapital@gmail.com,9183521034,Web Form Fillout
231143,,Edward -,,Capstone Partners Financial,edward.oizumi.ing@gmail.com,,
10753127,Inactive Investor,Allison Diaz,,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,ardiaz@rwbaird.com,,Salesforce
4936138,,Heidi Quade,,,Heidiquade@yahoo.com,,Web form fillout
11142796,Inactive Investor,Payam Homapour,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Los Angeles CA 11040 Santa Monica Blvd",payam.homapour@tfaconnect.com,,Salesforce
11040309,Inactive Investor,Thomas Sublewski,,LPL Financial LLC Woodstock IL 225 W Jackson St,thomas.sublewski@lpl.com,,Salesforce
345856,,Andrew Yoon,Chief Operating Officer,Bentallgreenoak (u.s.) Limited Partnership,ayoon@bentallkennedy.com,206-623-4739,Manual List Upload
10997991,Inactive Investor,Douglas Vartanian,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,douglas.vartanian@primerica.com,,Salesforce
11199950,Inactive Investor,Patrick Fennelly,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,patrick.fennelly@morganstanley.com,,Salesforce
10864842,Inactive Investor,Nicholas Haussman,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",nick.haussman@ampf.com,,Salesforce
9622506,,Sherry Su,,,info@tjcapital.com,,List import
10929788,Inactive Investor,Matthew Whitaker,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
10984372,Inactive Investor,Morgan Schnople,,J.P. Morgan Securities LLC Canton MI 45220 Michigan Ave,morgan.a.garrett@chase.com,,Salesforce
10873977,Inactive Investor,Michael Fulkerson,Financial Advisor,"Chicago Investment Advisory Council, Inc.",,,Salesforce
10359443,,Sebastiao Binde,,,binde@ourogran.com.py,,Web Form Fillout
9545451,,David Adams,,,adams.david@principal.com,,List import
10805767,Inactive Investor,Sanjay Beach,Branch Manager;Managing Director,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",sanjay.beach@raymondjames.com,,Salesforce
11152985,Inactive Investor,Brian Lahue,Financial Planner,Commonwealth Financial Network Corydon IN 208 E Chestnut St,blahue@commonwealth.com,,Salesforce
9573420,,Akshay Mishra,,,amishra@induscap.com,,List import
10978350,Inactive Investor,Hatim Ben Hassaine,,"U.S. Bancorp Investments, Inc. Saint Louis MO 9819 Watson Rd",,,Salesforce
11130883,Inactive Investor,Roy Gonzalez,Partner,"Scholtz & Company, LLC Stamford CT 45 Ocean Dr N",rgonzalez@scholtzandco.com,,Salesforce
9554554,,Ryan Saxe,,,ryan.saxe@suntrust.com,,List import
10897422,Inactive Investor,Allison Sperindeo,Associate Financial Advisor,"Ameriprise Financial Services, LLC Eagle WI 115 E Main St",allison.c.sperindeo@ampf.com,,Salesforce
10838616,Inactive Investor,Phillip Sutton,,"Raymond James Financial Services, Inc. Paducah KY 2777 W Park Dr",phillip.sutton@raymondjames.com,,Salesforce
11079380,Inactive Investor,Jessica Johnson,,"Farmers Financial Solutions, LLC Costa Mesa CA 3070 Bristol St",jessica.jellis2@farmersagency.com,,Salesforce
10847418,Inactive Investor,Eric Mai,Investment Specialist;Vice President,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,eric.mai@jpmorgan.com,,Salesforce
9642988,,Harland Gibbs,,,harlanddgibbs@gmail.com,,List import
9584699,,Thomas Mandel,,,tmandel@ucmpartners.com,,List import
10612566,,Paul Trause,Financial Advisor,,paul.r.trause@ampf.com,,List Import
10964316,Inactive Investor,Jordan Andrews,Financial Advisor,Public Safety Financial/Galloway,jordan@galloway911.com,,Salesforce
11005729,Inactive Investor,Jordan Jamro,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11142786,Inactive Investor,Adriana Cajigas,Portfolio Associate,Morgan Stanley New York NY 399 Park Ave,adriana.cajigas@morganstanley.com,,Salesforce
11150496,Inactive Investor,David Luebke,,Cetera Advisor Networks LLC Colorado Springs CO 5540 N Academy Blvd,,,Salesforce
10872418,Inactive Investor,Nathaniel Martin,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10910234,Inactive Investor,Christopher Leddy,Financial Advisor,"Raymond James & Associates, Inc. Garden City NY 401 Franklin Ave",,,Salesforce
10837832,Inactive Investor,Gary Martinez,Owner,Gary M. Martinez,,,Salesforce
9583652,,Dennis Davis,,,ddavis@redw.com,,List import
11190696,Inactive Investor,Timothy Emanuel,Financial Advisor,Edward Jones Greenville NC 1805 W Arlington Blvd,tim.emanuel@edwardjones.com,,Salesforce
10653952,,Dennis Kunkel,,,dennisk1024@gmail.com,,Web Form Fillout
10922996,Inactive Investor,Andrew Glenn,Financial Advisor,"Moneta Group Investment Advisors, LLC",aglenn@monetagroup.com,,Salesforce
11063436,Inactive Investor,John Florence,,Integrated Wealth Concepts LLC,john.florence@ifpadvisor.com,,Salesforce
10858194,Inactive Investor,Ryan Platt,Special Care Planner,"MML Investors Services, LLC Charlotte NC 101 N McDowell St",rplatt@financialguide.com,,Salesforce
11019505,Inactive Investor,Juan Navarro,,NYLIFE Securities LLC Mission TX 119 E 12th St,juannavarro@ft.newyorklife.com,,Salesforce
11011308,Inactive Investor,David Arthur,Senior Director,"Curi RMB Capital, LLC Raleigh NC 700 Spring Forest Rd",,,Salesforce
10770910,Inactive Investor,Andre Julian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",andre.julian@ml.com,,Salesforce
11095000,Inactive Investor,Kevin Looser,,"Hanlon Investment Management, Inc. Lakeview OH Private Residence",klooser@hanlon.com,,Salesforce
10852559,Inactive Investor,John Abrahamson,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,john.abrahamson@primerica.com,,Salesforce
10909100,Inactive Investor,Shannon Paulsen,Financial Advisor,LPL Financial LLC Clackamas OR 8800 SE Sunnyside Rd,shannon.paulsen@lpl.com,,Salesforce
10934790,Inactive Investor,Young Lee,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,yklee01@ft.newyorklife.com,,Salesforce
10995478,Inactive Investor,Christopher Jones,,"American Fidelity Securities, Inc.",,,Salesforce
11113474,Inactive Investor,Michelle Demand,Financial Advisor,LPL Financial LLC Spokane WA 16201 E Indiana Ave,michelle.demand@lpl.com,,Salesforce
10758979,Inactive Investor,Benjamin Drescher,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,benjamin.drescher@ubs.com,,Salesforce
10801865,Inactive Investor,Michael Merritt,Financial Advisor;Senior Vice President,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,michael.merritt@morganstanley.com,,Salesforce
11079768,Inactive Investor,Jay Nachowitz,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",jay.nachowitz@nm.com,,Salesforce
9546295,,Nancy Johnson,,,nancy.johnson@voyafa.com,,List import
11056498,Inactive Investor,Paul Sonnier,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,paul_sonnier@glic.com,,Salesforce
10944404,Inactive Investor,Christopher Kiguchi,,Citigroup Global Markets Inc.,,,Salesforce
11168068,Inactive Investor,Andy Lee,Director - Investments;Vice President,Morgan Stanley San Francisco CA 555 California St,andy.h.lee@morganstanley.com,,Salesforce
10874117,Inactive Investor,Rebekah Von Berg,Wealth Advisor;Wealth Planner,LPL Financial LLC Colorado Springs CO 4783 Farmingdale Dr,rebekah.vonberg@lpl.com,,Salesforce
11130830,Inactive Investor,Irial O'Neill,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10908851,Inactive Investor,Robert Blevins,,State Farm VP Management Corp. Lexington VA 898 N Lee Hwy,,,Salesforce
10821064,Inactive Investor,Deborah Guido,,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",deborah.guido@wellsfargoadvisors.com,,Salesforce
9634953,,Jonathan Cordo,,,jonathan.cordo@morganstanley.com,,List import
10900954,Inactive Investor,Daniel Keefe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_keefe@vanguard.com,,Salesforce
10871221,Inactive Investor,Joseph Hanstad,Financial Advisor,LPL Financial LLC Dickinson ND 204 Sims St,joseph.hanstad@lpl.com,,Salesforce
10784948,Inactive Investor,Matthew Trivella,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,matthew.a.trivella@jpmorgan.com,,Salesforce
11042159,Inactive Investor,Brenda Osborne,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",osborneb@wellsfargo.com,,Salesforce
9579290,,Kevin Daury,,,kmd@wvcapital.com,,List import
9581314,,Jimmie Brady,,,jb3financial@yahoo.com,,List import
9575573,,Garrett Gomez,,,garrett.gomez@frostbank.com,,List import
11115197,Inactive Investor,James Willett,Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Longview TX 2103 Judson Rd",jim.willett@wellsfargoadvisors.com,,Salesforce
9636447,,George Ball,,,gball@edelmanfinancial.com,,List import
10883633,Inactive Investor,Lucas Stevison,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10595783,,James Garrett,,,dozakz@verizon.net,,Web Form Fillout
10787413,Inactive Investor,Ziad Dallo,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,ziaddallo.team@fidelity.com,,Salesforce
11206228,Inactive Investor,John Ryan,,"The Investment Center, Inc. Charlotte NC 7421 Carmel Executive Park Dr",jryan@investmentctr.com,,Salesforce
11163577,Inactive Investor,Allison Cogburn,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 7796 Montgomery Rd",allison.cogburn@ml.com,,Salesforce
10943187,Inactive Investor,Vashawn Jones,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,vashawn_jones@vanguard.com,,Salesforce
10833147,Inactive Investor,John Patterson,Partner;Wealth Management Advisor,"Bleakley Financial Group, LLC Atlanta GA 3715 Northside Pkwy NW",john.patterson@bleakley.com,,Salesforce
11156515,Inactive Investor,Megan Davies,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",megan.davies@ml.com,,Salesforce
10822142,Inactive Investor,Peyton Gentry,Associate Financial Advisor;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jasper IN 246 3rd Ave",peyton.gentry@ml.com,,Salesforce
10894902,Inactive Investor,Diana Madero,,"Allstate Financial Services, LLC Miami FL 7245 SW 87th Ave",dianamadero@allstate.com,,Salesforce
10800408,Inactive Investor,Vicente Castillo,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,vicente.castillo@ubs.com,,Salesforce
11100117,Inactive Investor,John Onufro,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Greensburg PA 520 Pellis Rd,john.onufro@morganstanley.com,,Salesforce
9624023,,Chad Draus,,,chaddraus@gmail.com,,List import
9608034,,Michael Schwartz,,,schmi32@gmail.com,,List import
11101964,Inactive Investor,Eric Antkowiak,,LPL Financial LLC Hampstead NH 3 West Rd,eric.antkowiak@lpl.com,,Salesforce
11022728,Inactive Investor,Meredith Laurienzo,Wealth Planning Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",meredith.laurienzo@rbc.com,,Salesforce
352075,,Greg Tong,,Iht Wealth Management Llc,greg@kmgprivatewealth.com,855-295-2828,Manual List Upload
10997738,Inactive Investor,Davis Craw,Financial Advisor,"Raymond James & Associates, Inc. Westport CT 285 Riverside Ave",davis.craw@raymondjames.com,,Salesforce
11017614,Inactive Investor,Juliannys Acevedo Cuadrado,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",juliannys.acevedo@ml.com,,Salesforce
11262203,Inactive Investor,Andrea Blackwelder,"Managing Member, Chief Compliance Officer, shareholder",Andrea Blackwelder,andrea.blackwelder@wisdomws.com,720-314-8009,Warm Lead
10925299,Inactive Investor,Steven Beals,Financial Advisor,"Osaic Wealth, Inc. Bellevue WA 11911 NE 1st St",,,Salesforce
11032711,Inactive Investor,Nicole Schnabel,,"Raymond James Financial Services, Inc. Yankton SD 225 Cedar St",nicole.schnabel@raymondjames.com,,Salesforce
10801088,Inactive Investor,Christopher Hickey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",christopher.hickey@ml.com,,Salesforce
9640532,,Matthew Stefan,,,mstefan@covariancecapital.com,,List import
10878605,Inactive Investor,Arthur Handfinger,,NYLIFE Securities LLC Havertown PA Private Residence,ahandfinger@ft.newyorklife.com,,Salesforce
10657126,,Cameron Dion,,,cameron.dion@morganstanley.com,,List Import
11132998,Inactive Investor,Trey Parma,,Edward Jones Cuero TX 603 E Broadway St,,,Salesforce
9648161,,Aaron Sisson,,,ricebagger@gmail.com,,List import
10880003,Inactive Investor,John Goldstein,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10861342,Inactive Investor,Patrick Runte,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",patrick.runte@cunamutual.com,,Salesforce
9541031,,Yingcong Wang,,,wangyc8809@gmail.com,,List import
9586850,,MACARIUS BOSCAINI,,,macariusboscaini@hotmail.com,,List import
11170450,Inactive Investor,Sarah Casey,,"Mason Securities, Inc.",scasey@masoncompanies.com,,Salesforce
10941744,Inactive Investor,Cindy Nguyen,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,cindy.nguyen.uoa2@statefarm.com,,Salesforce
10032238,,Ronald Wempen,,,rwempen@me.com,,Web form fillout
187021,,David Reilly,,[Unknown],davereillymedia@protonmail.com,,source
11000419,Inactive Investor,Tara Richards,,"Allstate Financial Services, LLC Everett WA 5705 Evergreen Way",courtneyrichards@allstate.com,,Salesforce
10928956,Inactive Investor,Kevin Fairchild,Client Service Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,,,Salesforce
9647820,,Wiliam Schilinger,,,annie.comtor3@yahoo.com,,List import
9628769,,Richard Hitzeman,,,hitzemanrick@yahoo.com,,List import
156655,,Rob French,,[Unknown],rbfrench@outlook.com,,source
10854584,Inactive Investor,Marc Berman,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",marc.berman@cunamutual.com,,Salesforce
11125884,Inactive Investor,Karen Smith,,"Ameriprise Financial Services, LLC Westminster CO 8778 Wolff Ct",karen.r.smith@ampf.com,,Salesforce
9599383,,Lee Levitas,,,lee.levitas@personalcapital.com,,List import
9598883,,Corby Pryor,,,dpry@seas.upenn.edu,,List import
11232499,Inactive Investor,Christopher Dunham,,"Empower Financial Services, Inc Spokane WA Private Residence",christopher.dunham@empower.com,,Salesforce
9591293,,Jose Remy,,,jose.remy@gplatam.com,,List import
11102458,Inactive Investor,Robert Shannon,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",robert.shannon@nm.com,,Salesforce
338471,,Alec Hufnagel,Limited Partner And Managing Director,"Kelso & Company, L.p.",ahufnagel@kelso.com,212-350-7700,Manual List Upload
11108899,Inactive Investor,Michael Lesjak,President;Regulatory Contact,"Lesjak Planning, LLC",mike@lesjakplanning.com,,Salesforce
10848699,Inactive Investor,David Rockey,,Cetera Advisors LLC Bellevue WA 777 108th Ave NE,,,Salesforce
11167380,Inactive Investor,Milena Stanton,Financial Advisor;Financial Advisor Associate,Morgan Stanley New York NY 55 E 52nd St,milena.stanton@morganstanley.com,,Salesforce
10804540,Inactive Investor,Elizabeth Smith,Chartered Retirement Planning Counselor;Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley San Francisco CA 555 California St,holly.martin@morganstanley.com,,Salesforce
11162661,Inactive Investor,J Milliorn,Financial Advisor,Edward Jones Brenham TX 1110 S Blue Bell Rd,brice.milliorn@edwardjones.com,,Salesforce
10915247,Inactive Investor,Daniel Mathews,Research Analyst,Fisher Investments,,,Salesforce
11201650,Inactive Investor,Christina Cicon,,"Osaic FA, Inc. Towson MD 100 West Rd",christina.cicon@lfg.com,,Salesforce
212469,,Caleb Crosbie,,Putnam Investments,caleb_crosbie@putnam.com,,
10920247,Inactive Investor,Peter Gabriel,Head - Private Banking,LPL Financial LLC Stamford CT 200 Elm St,peter.gabriel@lpl.com,,Salesforce
11075499,Inactive Investor,Robert Batick,,"The Patriot Financial Group, LLC Guilford CT 99 Whitfield St",,,Salesforce
11007776,Inactive Investor,Garold Casterline,,"OneAmerica Securities, Inc. Fort Lauderdale FL 12515 Orange Dr",,,Salesforce
10786677,Inactive Investor,Laura James,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,laura.james@fidelity.com,,Salesforce
11058374,Inactive Investor,Richard Sullins,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",louie_sullins@ml.com,,Salesforce
9617489,,Vincent Ordonneau,,,vincent.ordonneau@gmail.com,,List import
10971122,Inactive Investor,Nicholas Wilz,,"FBL Marketing Services, LLC Decorah IA 214 Winnebago St",nicholas.wilz@fbfs.com,,Salesforce
11105051,Inactive Investor,Christopher Coleman,,"Cambridge Investment Research, Inc. Atlanta GA 5909 Peachtree Dunwoody Rd",,,Salesforce
222035,,Lorenzo Paloscia,,[Unknown],lorenzo.paloscia@gmail.com,,
10865790,Inactive Investor,Sophit Lee,Managing Director,"Docsa Capital Management, Inc.",sophit@docsacapital.com,,Salesforce
9643867,,Nick Cheung,,,nickcheung1207@gmail.com,,List import
10980888,Inactive Investor,Mackisha Mcclure,Brokerage Associate,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",mackisha.mcclure@schwab.com,,Salesforce
9634512,,Sara Schmitt,,,sara.schmitt@sheridancp.com,,List import
10795154,Inactive Investor,Damon Deluties,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",damon.deluties@wellsfargoadvisors.com,,Salesforce
11037743,Inactive Investor,Vijaykumar Nair,,J.P. Morgan Securities LLC Edison NJ 2163 Oak Tree Rd,vijaykumar.nair@chase.com,,Salesforce
10968085,Inactive Investor,George Kohnle,,"Farmers Financial Solutions, LLC Olathe KS 16567 W 151st St",gkohnle@farmersagent.com,,Salesforce
11195057,Inactive Investor,Robert Grostick,,"Centaurus Financial, Inc. Cadillac MI 7877 Mackinaw Trl",,,Salesforce
10985762,Inactive Investor,Lidan Zhang,,Cetera Investment Services LLC El Monte CA 3920 Peck Rd,,,Salesforce
11042468,Inactive Investor,Sarah Wertz,,"U.S. Bancorp Investments, Inc. Anacortes WA 910 O Ave",,,Salesforce
11116674,Inactive Investor,Dorothy Silvestri,,"Stifel, Nicolaus & Company, Incorporated Eugene OR 497 Oakway Rd",silvestrid@stifel.com,,Salesforce
11100323,Inactive Investor,Kevin Sullivan,Branch Manager;Financial Advisor,"Raymond James & Associates, Inc. Sycamore IL 605 Plaza Dr",,,Salesforce
10885352,Inactive Investor,Ethan Shultz,,Morgan Stanley Santa Barbara CA 1111 Coast Village Rd,,,Salesforce
9621246,,Tom Ungar,,,mtuinv2@rogers.com,,List import
11149614,Inactive Investor,Julian Melendez,Private Client Advisor,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",julian.melendez@schwab.com,,Salesforce
10647799,,Stephen Webb,,,swebb@gwnsecurities.com,,List import
10870344,Inactive Investor,Barbara Johnson,Chief Compliance Officer;Chief Executive Officer;Managing Director;President,"Johnson Private Wealth Management, LLC Sarasota FL 1990 Main St",,,Salesforce
10760416,Inactive Investor,Michelle Lowe,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,michelle.lowe@ubs.com,,Salesforce
10900807,Inactive Investor,Karolina Dennis,,"Wells Fargo Clearing Services, LLC Carle Place NY 103 Old Country Rd",,,Salesforce
9564723,,Jack Hoile,,,jack.hoile@wellsfargoadvisors.com,,List import
11078064,Inactive Investor,Jonathan Holt,Financial Advisor,Edward Jones Decatur AL 2014 6th Ave SW,jon.holt@edwardjones.com,,Salesforce
10928995,Inactive Investor,Megan Countryman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10811107,Inactive Investor,Linda Cliborne,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",linda_cliborne@ml.com,,Salesforce
7533724,,Barry E Johnson,,,jznlim@bugfoo.com,,Web Form Fillout
10974664,Inactive Investor,Aaron Midden,,"Raymond James & Associates, Inc.",aaron.midden@raymondjames.com,,Salesforce
10762631,Inactive Investor,Suzanne Castruita,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",,,Salesforce
11173497,Inactive Investor,Marissa Berg,,LPL Financial LLC Bismarck ND 320 N 4th St,marissa.berg@lpl.com,,Salesforce
11047516,Inactive Investor,Charles Stack,,LPL Financial LLC West Haven CT 718 Savin Ave,chuck.stack@lpl.com,,Salesforce
10766491,Inactive Investor,Mary Ryan,,"Wells Fargo Clearing Services, LLC Tempe AZ 40 E Rio Salado Pkwy",maryellen.ryan@wellsfargoadvisors.com,,Salesforce
10779491,Inactive Investor,Todd Morarity,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",todd.morarity@schwab.com,,Salesforce
10910290,Inactive Investor,Leticia Garcia,,"Wells Fargo Clearing Services, LLC Newbury Park CA 925 Broadbeck Dr",leticia.m.garcia@wellsfargo.com,,Salesforce
10877904,Inactive Investor,Richard Flores,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11095078,Inactive Investor,John Perko,,CPR Investments Inc Mears MI 3221 N Silver Ridge Rd,john.perko@cprinvestmentsinc.com,,Salesforce
10884166,Inactive Investor,Christopher Frost,Compliance Analyst,"U.S. Bancorp Investments, Inc.",christopher.frost@usbank.com,,Salesforce
374004,,louis longhi,,[Unknown],louis@ascoatings.com.au,,source
10933991,Inactive Investor,Brian Smith,,LPL Financial LLC Phoenix AZ 11811 N Tatum Blvd,brian.s.smith1@lpl.com,,Salesforce
11067573,Inactive Investor,Jody Cinnamon,,"Wells Fargo Clearing Services, LLC Irving TX 250 E John Carpenter Fwy",,,Salesforce
9581828,,Matthew Malaney,,,mmalaney@eleymgt.com,,List import
5879014,,Margie Logsdon,,,914nevada@gmail.com,,
9641946,,Brian Dombkowski,,,bdombkowski@sandhillglobaladvisors.com,,List Import
10860268,Inactive Investor,Robert Salzer,Manager;Owner,NAV Wealth Management LLC,rob@navwealthmgt.com,,Salesforce
11191378,Inactive Investor,Jeff Whaling,Financial Professional;Wealth Advisor,SageSpring Wealth Partners Frisco TX 2601 Network Blvd,jeff.whaling@sagespring.com,,Salesforce
9612443,,Eric Young,,,eric.young@ntrs.com,,List import
347618,,William Fenwick,Senior Vp & Board Member,First Kentucky Securities Corp,fenwickw@firstky.com,502-893-7288,Manual List Upload
11121921,Inactive Investor,Joseph Scharfbillig,Supervision Principal,LPL Financial LLC Saint Cloud MN Private Residence,joseph.scharfbillig@lpl.com,,Salesforce
10785596,Inactive Investor,Verone Hauptly,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,verone.a.hauptly@chase.com,,Salesforce
10659744,,Barry Leslie,,,barry.leslie@lpl.com,,List Import
10616104,,Kathleen Morrissy,,,kathy.morrissy@ampf.com,,List Import
10801700,Inactive Investor,Kenneth Marra,Financial Advisor,Edward Jones Wayne NE 611 Valley Dr,ken.marra@edwardjones.com,,Salesforce
11139648,Inactive Investor,Lee Maciej,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 10810 Old County Road 15",lee.a.maciej@ampf.com,,Salesforce
167788,,Paul Lagarde,,[Unknown],paullagardejr@gmail.com,,
11198395,Inactive Investor,Lisa Aubel,,"Navy Federal Investment Services, LLC San Diego CA 9999 Willow Creek Rd",lisa_aubel@navyfederal.org,,Salesforce
11210092,Inactive Investor,Bruce Young,,"Mesirow Financial, Inc.",byoung@mesirowfinancial.com,,Salesforce
11056063,Inactive Investor,Marcos Alvarado,Financial Advisor,Edward Jones Orland Park IL 13500 Circle Dr,marcos.alvarado@edwardjones.com,,Salesforce
10997576,Inactive Investor,Brian Jones,,"City National Securities, Inc. New York NY 400 Park Ave",brian.jones@cnb.com,,Salesforce
10889884,Inactive Investor,Ronald Laughlin,Investment Advisor Representative,PFS Investments Inc. Louisville KY 350 Evergreen Rd,ronald.laughlin@primerica.com,,Salesforce
10918856,Inactive Investor,David Haas,Chief Compliance Officer;Principal,"Haas Financial, Inc.",david@haas123.com,,Salesforce
10764042,Inactive Investor,Timothy Long,Financial Advisor,"Concourse Financial Group Securities, Inc. Chambersburg PA 4225 Molly Pitcher Hwy",timothy.long@concoursefinancial.com,,Salesforce
228966,, -,,[[Unknown]],jimanderson51@gmail.com,,
11012798,Inactive Investor,Alberto Segovia,,"Truist Investment Services, Inc. San Antonio TX 2338 N Loop 1604 W",alberto.segovia@truist.com,,Salesforce
10932833,Inactive Investor,Allison Groves,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",allison.groves@tfaconnect.com,,Salesforce
10888337,Inactive Investor,Joseph Scime,Partner;Senior Consultant,Fiducient Advisors LLC,,,Salesforce
10780066,Inactive Investor,Timothy Minafo,,"Wells Fargo Clearing Services, LLC Neptune NJ 2433 State Rte 33",timothy.minafo@wellsfargoadvisors.com,,Salesforce
11059041,Inactive Investor,Alejandro Garib,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,argarib@ft.newyorklife.com,,Salesforce
10879101,Inactive Investor,Mary Ryan,,Vanguard Marketing Corporation,mary_ryan@vanguard.com,,Salesforce
10862282,Inactive Investor,Curtis Rice,Member,"Cadent Capital Advisors, LLC",,,Salesforce
10830466,Inactive Investor,Stephen Grice,,"Osaic Wealth, Inc. Charlotte NC 310 Arlington Ave",,,Salesforce
9642380,,jay horwitz,,,jrhorwitz@gmail.com,,List import
11067373,Inactive Investor,Jonathan Rice,Advisor,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
11064992,Inactive Investor,Christal White-Stevens,,"Raymond James Financial Services, Inc. Fayetteville GA 101 Devant St",christal.apestegui@raymondjames.com,,Salesforce
11102310,Inactive Investor,Matthew Moskal,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",matthew.moskal@ml.com,,Salesforce
10853458,Inactive Investor,Amy Bethke,Owner,"Networth Asset Management, Inc",ahubley@nwam.net,,Salesforce
11005260,Inactive Investor,Dana Forsgren,Financial Advisor,"Wells Fargo Clearing Services, LLC Rupert ID 602 E St",,,Salesforce
9586901,,Jennifer Figurelli,,,jf@responsibleadvisors.com,,List import
350265,,H Hopkins,Vice President,Smith Moore & Co.,deanh@smithmoore.com,314-727-5225,Manual List Upload
10613659,,Peter Palmieri,Financial Advisor,,peter.palmieri@wellsfargoadvisors.com,,List Import
58333,,Scott Wightman,CIO,Intellicents,scott.wightman@intellicents.com,9132264302,Organic Search
10602367,,Jack Fischer,,,jackfisch21@icloud.com,,Web Form Fillout
10966670,Inactive Investor,Adrian Fernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Lawn IL 4200 W 95th St",adrian.a.fernandez@ml.com,,Salesforce
11075396,Inactive Investor,Joseph Washco,,"World Investments, Inc. Forked River NJ 1044 Lacey Rd",josephwashco@tfsrep.com,,Salesforce
10837726,Inactive Investor,Stephen Riley,Financial Advisor,LPL Financial LLC Fairport NY 390 Packetts Lndg,steve.riley@lpl.com,,Salesforce
10846457,Inactive Investor,Thomas Carney,Investment Specialist;Vice President,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,thomas.carney@jpmorgan.com,,Salesforce
10920122,Inactive Investor,Michael Prus,Founder;President,Scale Investment Group,mprus@scaleinv.com,,Salesforce
11023202,Inactive Investor,David Dilley,,State Farm VP Management Corp. Fort Collins CO 4050 S Timberline Rd,david.dilley.lck4@statefarm.com,,Salesforce
11160993,Inactive Investor,Cameron Pait,Private Client Advisor,J.P. Morgan Securities LLC Raleigh NC 8805 Six Forks Rd,cameron.pait@jpmorgan.com,,Salesforce
9563552,,Jose Platas,,,japlatas@gruposantander.com,,List import
10759036,Inactive Investor,Peter Rohr,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",,,Salesforce
11077992,Inactive Investor,Anthony Ballato,Client Service Associate,Citigroup Global Markets Inc. New York NY 120 Broadway,,,Salesforce
10998604,Inactive Investor,Michael Tocci,,"Prudential Annuities Distributors, Inc",michael.tocci@prudential.com,,Salesforce
10987567,Inactive Investor,Eliud Parada,Financial Advisor,"Citizens Securities, Inc. Newton Center MA 1188 Centre St",eliud.a.parada@citizenssecurities.com,,Salesforce
11021512,Inactive Investor,Nhan Duong,,J.P. Morgan Securities LLC Irvine CA 4543 Campus Dr,nhan.duong@jpmorgan.com,,Salesforce
11003744,Inactive Investor,Joseph O'Donnell,Financial Advisor,Park Avenue Securities LLC Garden City NY 900 Stewart Ave,,,Salesforce
10791307,Inactive Investor,Melanie Boothe,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,melanie.boothe@fidelity.com,,Salesforce
11006394,Inactive Investor,Kimelton Kim,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
9543894,,Michael Atkins,,,atkinsmg@yahoo.com,,List import
10929859,Inactive Investor,William Dowdy,Advisor;Chief Compliance Officer;Owner;President,"Provision Wealth Management, Inc Raleigh NC 8601 Six Forks Rd",bill@provisionwealthmgmt.com,,Salesforce
10975373,Inactive Investor,Jacqueline Ortiz,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,jacqueline.ortiz@primerica.com,,Salesforce
9579648,,Michael Steiner,,,mike@congressparkcapital.com,,List import
10866985,Inactive Investor,Michelle Rhome,,J.P. Morgan Securities LLC Stony Point NY 22 S Liberty Dr,michelle.rhome@chase.com,,Salesforce
11139178,Inactive Investor,Benjamin Palmer,Private Client Banker,J.P. Morgan Securities LLC Cranston RI 1177 Pontiac Ave,benjamin.x.palmer@chase.com,,Salesforce
218467,,Kenneth Ugbo,,[Unknown],ken.ugbo@gmail.com,,source
10658073,,David Fabos,,,david.j.fabos@jpmorgan.com,,List Import
10970875,Inactive Investor,Dylan Isaacs,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,dylan.isaacs@fmr.com,,Salesforce
10912140,Inactive Investor,Robert Kelley,Financial Advisor,LPL Financial LLC South Windsor CT 225 Oakland Rd,robert.kelley@lpl.com,,Salesforce
11137849,Inactive Investor,Cynthia Jones,Financial Advisor,Edward Jones Pearland TX 2435 Broadway St,cindy.jones@edwardjones.com,,Salesforce
11166565,Inactive Investor,Steve Kim,,"Gradient Securities, LLC Peterborough NH 45 Main St",skim@gradientsecurities.com,,Salesforce
10662173,,Kelli Wang,,,kwang@centricwm.com,,List Import
11039359,Inactive Investor,Lesley Legeness,Complex Service Manager,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,lesley.jones@morganstanley.com,,Salesforce
11096932,Inactive Investor,Emily Franco,Financial Advisor,"Fort Pitt Capital Group, LLC",efranco@fortpittcapital.com,,Salesforce
9548153,,petronazarenkojob@gmail.com Nazarenko,,,petronazarenkojob@gmail.com,,List import
9557612,,Jasmine Johnson,,,jasminenicole313313@gmail.com,,List import
10962921,Inactive Investor,Sarah Howe,,Morgan Stanley,,,Salesforce
373919,,Felix Addo,,[Unknown],felixaddo080@gmail.com,,source
11208789,Inactive Investor,Aaron Rubin,Member;Partner;Regulatory Contact,"Werba Rubin Papier Wealth Management, LLC",arubin@wrpwealth.com,,Salesforce
9631677,,nick smith,,,ncevangelista8@gmail.com,,List import
9645533,,Robert Brito,,,robert.brito@leste.com,,List import
10958109,Inactive Investor,Matthew Cook,,LPL Financial LLC Conover NC 407 1st St E,,,Salesforce
238417,,mychele66@yahoo.com Walter,,[Unknown],mychele66@yahoo.com,,
11191048,Inactive Investor,Cheng-Yu Lee,Senior Branch Manager;Vice President,HSBC Securities (USA) Inc. San Francisco CA 601 Montgomery St,cheng.yu.x.lee@us.hsbc.com,,Salesforce
10906866,Inactive Investor,Michael Colbert,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",michael.colbert@schwab.com,,Salesforce
9603513,,Devon Klumb,,,d.klumb@truepointcapital.com,,List import
9549975,,Sergio Granados,,,sgranados@teewinotfunds.com,,List import
10858513,Inactive Investor,Jeremy Bisick,Financial Advisor,Edward Jones Sussex WI N64W24050 Main St,jeremy.bisick@edwardjones.com,,Salesforce
234683,, -,,[[Unknown]],stephenmahugu0@gmail.com,,Organic Search
9559093,,Benjamin Eastman,,,benjamin.eastman@thrivent.com,,List import
11098837,Inactive Investor,Barbara Clark,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",barbara.clark@tfaconnect.com,,Salesforce
9617319,,Charles Jobson,,,charles.jobson@deltamgt.com,,List import
10974661,Inactive Investor,Kevin Mwangi,,LPL Financial LLC Wayzata MN 1200 Wayzata Blvd E,,,Salesforce
9575818,,Michael Berkowitz,,,mberkowitz@ayco.com,,List import
9549313,,Brian Loo,,,bkloo@netzero.net,,List import
10617945,,Jesse Diaz,,,jesse.diaz@wellsfargoadvisors.com,,List Import
11079840,Inactive Investor,Jessica Willman,Financial Consultant,"Charles Schwab & Co., Inc. McKinney TX 2775 S Central Expy",,,Salesforce
11132046,Inactive Investor,Laura Granados,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11089947,Inactive Investor,Patricia Somoza,Chief Compliance Officer;Manager;Owner,"5151 Advisors, LLC",ksomoza@5151advisors.com,,Salesforce
11198282,Inactive Investor,Riley Whitfield,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,riley.whitfield@jpmorgan.com,,Salesforce
9603102,,Juan Ursua,,,juanmursua@gmail.com,,List import
11221771,,James Shockman,,,jshockman@commonwealth.com,,List Import
10615784,,Mario Cordova,,,mario.cordova@jpmorgan.com,,List Import
337189,,Max Budnick,,Max Corp.,max@curcul.io,,
11024457,Inactive Investor,Cheryl Lewis,,"Avantax Investment Services, Inc. Waymart PA Private Residence",,,Salesforce
10985532,Inactive Investor,Javier Reyes,,"Northwestern Mutual Investment Services, LLC Middleton MA 35 Village Rd",javier.reyes@nm.com,,Salesforce
10889170,Inactive Investor,Steve Stinchcombe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,steve.stinchcombe@fidelity.com,,Salesforce
10788935,Inactive Investor,James Schlueter,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.c.schlueter@schwab.com,,Salesforce
10757120,Inactive Investor,Redina Mingla,Assistant Vice President;Financial Advisor;Workplace Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,redina.mingla@morganstanley.com,,Salesforce
9584473,,Josh Welch,,,josh@welchig.com,,List import
9632903,,Shirley Zhu,,,shirleyzhu@yahoo.com,,List import
9641581,,chen chen,,,50657518@qq.com,,List import
10662117,,Nancy Fehrenbach,,,nfehrenbach@mollerfinancial.com,,List Import
10763968,Inactive Investor,Charles Dowling,,Vanguard Marketing Corporation,charles_dowling@vanguard.com,,Salesforce
11117641,Inactive Investor,Brian Seastone,Financial Advisor;Insurance Specialist,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",b.j.seastone@ampf.com,,Salesforce
10854823,Inactive Investor,Mark Scionti,Founder;Managing Director,"M3 Advisory Group, LLC",mscionti@m3ag.com,,Salesforce
9581358,,Jeffrey Santoro,,,santoro.jeff@gmail.com,,List import
10897128,Inactive Investor,Michael Orth,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",michael.orth@ampf.com,,Salesforce
10790091,Inactive Investor,Charles Boney,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Glen Allen VA 9811 Brook Rd",charles.boney@wellsfargoadvisors.com,,Salesforce
10760163,Inactive Investor,John Cox,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",john.cox1@wellsfargoadvisors.com,,Salesforce
11069070,Inactive Investor,David Abbatangelo,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11113904,Inactive Investor,John Henry,Client Service Associate,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,john.henry@ubs.com,,Salesforce
11012374,Inactive Investor,Simin Xu,,NYLIFE Securities LLC Brooklyn NY 720 64th St,sxu03@ft.newyorklife.com,,Salesforce
10824432,Inactive Investor,Roger Tullis,Chief Compliance Officer;Managing Member,"Regents Partners, LLC",matt@regentsparkadvisors.com,,Salesforce
10891797,Inactive Investor,Austin Snyder,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,austin.snyder@jpmorgan.com,,Salesforce
10909110,Inactive Investor,Justin McColaugh,,Sigma Financial Corporation Loveland OH Private Residence,,,Salesforce
10952138,Inactive Investor,Michael Drendel,,"Raymond James & Associates, Inc.",,,Salesforce
10779546,Inactive Investor,Pilar Cantor-Gil,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",pilar_cantor@ml.com,,Salesforce
9547350,,Phillip Cordano,,,phillip.cordano@lfg.com,,List import
10935573,Inactive Investor,Liudmyla Kreminskiy,,"Sage, Rutty & Co., Inc.",lkreminskiy@sagerutty.com,,Salesforce
11119730,Inactive Investor,Lori Douglass,,"Ameriprise Financial Services, LLC Goshen NY 25 Main St",lori.douglass@ampf.com,,Salesforce
1006200,Inactive Investor,Marc Perrigault,,Marc Perrigault,marc.d.perrigault@gmail.com, +44 7444 206563,
9644659,,Kevin Chain,,,kevin@umaproject.org,,List import
10904423,Inactive Investor,Iuliana Robinson,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",juliana.robinson@bofa.com,,Salesforce
10882167,Inactive Investor,Michael Sundsmo,Financial Consultant,Thrivent Investment Management Inc. Anoka MN 116 E Main St,michael.sundsmo@thrivent.com,,Salesforce
10791792,Inactive Investor,Michael Rainey,Chief Executive Officer,"Rainey & Randall Investment Management, Inc.",michael@raineyrandall.com,,Salesforce
11077869,Inactive Investor,Yinyu Hezhang,,Citigroup Global Markets Inc.,,,Salesforce
11194733,Inactive Investor,Heather Hammond,,"Capitol Securities Management, Inc. Salisbury MD 31400 Winterplace Pkwy",hhammond@capitolsecurities.com,,Salesforce
11115215,Inactive Investor,Sandra Welborn,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",sandra.g.welborn@wellsfargoadvisors.com,,Salesforce
1002704,Inactive Investor,Brad Gates,President & COO,Veritas Family Office,brad@veritasfamilypartners.com, +1 512 474 4111,
9621811,,Jeffrey Troiano,,,jeffrey@charteroakcm.com,,List import
10918356,Inactive Investor,Gerald St Cin,,"Oliver LaGore VanValin Investment Group, Inc.",tstcin@olvinvest.com,,Salesforce
140099,,John Florence,,Integrated Wealth Concepts Llc,john.florence@lpl.com,,
10968766,Inactive Investor,Samantha Faulkner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9635355,,Tim Hamilton,,,thamilton@measuredwealth.net,,List import
10910346,Inactive Investor,Tae-Shin Kang,Financial Advisor,LPL Financial LLC Los Angeles CA 3701 Wilshire Blvd,jason.kang@lpl.com,,Salesforce
10859181,Inactive Investor,Craig Johlfs,Financial Planner,LPL Financial LLC Englewood CO 5299 DTC Blvd,craig.johlfs@lpl.com,,Salesforce
11206525,Inactive Investor,Vivien Swaner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11150929,Inactive Investor,Michael Dudley,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",keith.dudley@raymondjames.com,,Salesforce
10908234,Inactive Investor,David Johnson,,NYLIFE Securities LLC Baton Rouge LA 2431 S Acadian Trwy,djohnson20@ft.newyorklife.com,,Salesforce
370823,,Eric Humphreys,,United States,erichumphreys@gmail.com,,Salesforce
10875632,Inactive Investor,Samuel Cripps,,"Stifel, Nicolaus & Company, Incorporated Baltimore MD 1 South St",,,Salesforce
10947626,Inactive Investor,Caleb Riccio,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,caleb_riccio@vanguard.com,,Salesforce
10792658,Inactive Investor,John Backert,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,tbackert@rwbaird.com,,Salesforce
11075821,Inactive Investor,Christopher Dodd,,"Raymond James Financial Services, Inc. Gainesville FL 2550 SW 76th St",chris.dodd@raymondjames.com,,Salesforce
9582934,,Kavin Riensavapak,,,kavin.rien@gmail.com,,List import
9599559,,Stephen Smetana,,,ssmetana@angelesinvestments.com,,List Import
9641927,,Sana Minatozaki,,,vocile4917@seek4wap.com,,List import
10756726,Inactive Investor,David Dunwody,Director;Managing Director,Davenport & Company LLC Charlottesville VA 600 E Water St,ddunwody@investdavenport.com,,Salesforce
10960720,Inactive Investor,James Moses,,"Empower Financial Services, Inc Pasadena CA 300 N Lake Ave",james.moses@empower.com,,Salesforce
10841577,Inactive Investor,Edmund Tschopp,,"American Portfolios Financial Services, Inc. Sparta NJ 351 Sparta Ave",etschopp@americanportfolios.com,,Salesforce
11087776,Inactive Investor,Korinne Shoemaker,Client Service Associate,"Raymond James & Associates, Inc. Boerne TX 116 W Blanco Rd",korinne.shoemaker@raymondjames.com,,Salesforce
10814478,Inactive Investor,Jeffrey Toman,Financial Planner,LPL Financial LLC Colorado Springs CO Private Residence,scott.toman@lpl.com,,Salesforce
11181097,Inactive Investor,Melanie Price,,NYLIFE Securities LLC Raleigh NC 4140 Parklake Ave,pricem@ft.newyorklife.com,,Salesforce
10790743,Inactive Investor,Paul Capuzziello,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lighthouse Point FL Private Residence",,,Salesforce
11128208,Inactive Investor,James Marlin,Associate Vice President;Financial Advisor,Morgan Stanley Waukesha WI 20975 Swenson Dr,jim.marlin@morganstanley.com,,Salesforce
10968125,Inactive Investor,Connor Reece,Wealth Management Advisor,"Cornerstone Wealth Management, LLC Rogers AR 3718 S Pinnacle Hills Pkwy",,,Salesforce
10783540,Inactive Investor,Katherine Spratt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",katherine.spratt@ml.com,,Salesforce
10878418,Inactive Investor,Amanda Dworznicki,Associate Financial Advisor,Edward Jones Raleigh NC 3304 Six Forks Rd,amanda.dworznicki@edwardjones.com,,Salesforce
10928820,Inactive Investor,Michael Meyer,,State Farm VP Management Corp.,mike.meyer.c9ms@statefarm.com,,Salesforce
11254962,Inactive Investor,Michael Barber,Private Wealth Advisor,"Executive Wealth Management, LLC Northville MI 175 Cadycentre St",mbarber@ewmadvisors.com,,Salesforce
11004905,Inactive Investor,Lena Lucio Garcia,,"Allstate Financial Services, LLC Littleton CO 5066 S Wadsworth Way",llucio@allstate.com,,Salesforce
10797281,Inactive Investor,Michael Nieto,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11104312,Inactive Investor,James Wilson,Chief Operating Officer;Financial Advisor;Managing Member;Managing Partner,"Diligent Investors, LLC",jwilson@diligentinvestorsllc.com,,Salesforce
10646024,,Atit Sheth,,,atsheth@lincolninternational.com,,List Import
11173980,Inactive Investor,Kye Connealy,Financial Counselor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",connealy.kye@principal.com,,Salesforce
10926669,Inactive Investor,Marilyn Vander Plaat,Chief Financial Officer;Chief Investment Officer;Investment Advisor Representative;Member;Partner;Regulatory Contact,Wealth Creation Management Group LLC,mvanderplaat@wealthcmg.com,,Salesforce
9598731,,Richard Carson,,,rick@carsonchoiceretirement.com,,List import
9603501,,CLIFF HOPKINSON,,,cliffhopkinson1@icloud.com,,List import
11190875,Inactive Investor,David Stahle,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",david.stahlejr@ml.com,,Salesforce
11111896,Inactive Investor,Alon Argov,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",aargov@tiaa-cref.org,,Salesforce
10807044,Inactive Investor,Todd Bailey,,BNY Mellon Securities Corporation Pittsburgh PA 500 Grant St,todd.bailey@bnymellon.com,,Salesforce
11173174,Inactive Investor,John Sniadajewski,,"Principal Securities, Inc. Woodbury MN Private Residence",sniadajewski.john@principal.com,,Salesforce
10890508,Inactive Investor,Andrew Moreno,,"Truist Investment Services, Inc. Pompano Beach FL 6210 Coral Ridge Dr",andrew.moreno@truist.com,,Salesforce
10883101,Inactive Investor,John Russell,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10805292,Inactive Investor,Gordon Ivey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,gordon.ivey@fidelity.com,,Salesforce
10999943,Inactive Investor,William Spencer,,"Kestra Investment Services, LLC Woodland Hills CA 21820 Burbank Blvd",,,Salesforce
10767396,Inactive Investor,Mark Robinson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Winston Salem NC 380 Knollwood St,mark.robinson@ubs.com,,Salesforce
11198946,Inactive Investor,Patricia Vazquez,,J.P. Morgan Securities LLC Houston TX 8330 Main St,patricia.vazquez@jpmorgan.com,,Salesforce
10821726,Inactive Investor,Katherine Morgan,Senior Client Service Associate,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",katherine.morgan@raymondjames.com,,Salesforce
332935,,Michael Garberich,,LeafHouse Financial Advisors,mgarberich@lhadv.com,,
10973504,Inactive Investor,Robert Shepard,,Goldman Sachs & Co.,,,Salesforce
11233839,Inactive Investor,Gwendolyn Weithaus,,Cetera Investment Services LLC,,,Salesforce
10510715,,Sonja Formato,,ACA Foreside,sonja.formato@acaglobal.com,,List Import
11174052,Inactive Investor,Greg Hohenstern,Associate,Thrivent Investment Management Inc. Saint Paul MN 939 Old Hwy 8 NW,greg.hohenstern@thrivent.com,,Salesforce
11139158,Inactive Investor,Betty Ascencio,,J.P. Morgan Securities LLC Los Angeles CA 4401 Crenshaw Blvd,betty.ascencio@chase.com,,Salesforce
201567,,Ellie Lott,,[Unknown],ellie@youngandtheinvested.net,,
10790124,Inactive Investor,Russell Cumbea,Financial Advisor,"MML Investors Services, LLC Glen Allen VA 4551 Cox Rd",rcumbea@financialguide.com,,Salesforce
10755251,Inactive Investor,Raymond Braum,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,raymond.braum@morganstanley.com,,Salesforce
10817103,Inactive Investor,Cody Esch,Senior Manager,"Charles Schwab & Co., Inc. Saint Louis MO Private Residence",,,Salesforce
10979163,Inactive Investor,Jeanette Deporre,Managing Member;Treasurer,"Hammerhead Financial Strategies, LLC",,,Salesforce
9579417,,oscar edgar,,,trbosol62@hotmail.com,,List import
10919700,Inactive Investor,Stephen Loughman,,"Wells Fargo Advisors Financial Network, LLC Lebanon NH 35 Centerra Pkwy",stephen.loughman@wellsfargoadvisors.com,,Salesforce
10769271,Inactive Investor,Robert Peterson,,State Farm VP Management Corp. El Cajon CA 1174 Broadway,robert.peterson.jxe8@statefarm.com,,Salesforce
10916980,Inactive Investor,Edward Kerns,Owner,FOOTLAMP,ed@kernswealth.com,,Salesforce
10955339,Inactive Investor,Terri Mackey,,LPL Financial LLC Lockport NY 5737 S Transit Rd,terri.mackey@lpl.com,,Salesforce
11055383,Inactive Investor,Matthew Bartz,,The AmeriFlex Group Englewood CO 9250 E Costilla Ave,,,Salesforce
10932209,Inactive Investor,David Kober,,NYLIFE Securities LLC New York NY 420 Lexington Ave,dkober@ft.newyorklife.com,,Salesforce
222375,,Louis Grammes,,"MML Investors Services, LLC",lgrammes@massmutual.com,717-791-3300,
10854290,Inactive Investor,Dominique Jordan,Vice President;Wealth Manager,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,dominique.jordan@jpmorgan.com,,Salesforce
10768620,Inactive Investor,Ryan Saxe,,"Truist Investment Services, Inc. Spring Hill FL 4066 Commercial Way",ryan.saxe@truist.com,,Salesforce
11101085,Inactive Investor,William Miller,Chief Compliance Officer;Co-Founder;President;Principal,The Professional Financial Company LLC,bruce@thepfc.com,,Salesforce
10855770,Inactive Investor,Paul Moulton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",paul.d.moulton@ml.com,,Salesforce
10872648,Inactive Investor,Cornelius McPeak,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Linwood NJ 201 Shore Rd",neil.mcpeak1@wellsfargoadvisors.com,,Salesforce
9604031,,ERIC RISLEY,,,efr@architectpartners.com,,List import
9577086,,Samuel Boateng,,,atewoto55@gmail.com,,List import
10814608,Inactive Investor,John Brinckerhoff,Chief Operating Officer,"Oak Ridge Investments, LLC",jbrinckerhoff@oakridgeinvest.com,,Salesforce
11011075,Inactive Investor,Adam Usinger,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",adam.usinger@prudential.com,,Salesforce
10882387,Inactive Investor,G Fransen,,"IFP Securities, LLC Edmond OK 869 E 33rd St",,,Salesforce
230924,,Joseph Myers,,[[Unknown]],josephwaynemyers@yahoo.com,5182120618,Organic Search
9606803,,ye lin,,,yezawlinmmm50@gmail.com,,List import
11172858,Inactive Investor,John Lam,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mountain View CA 501 Castro St",john.lam3@ml.com,,Salesforce
11075137,Inactive Investor,Anthony Matrone,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",anthony.matrone@ml.com,,Salesforce
10884306,Inactive Investor,James Hughes,Financial Advisor,"Valeo Financial Advisors, LLC",,,Salesforce
10964762,Inactive Investor,Ethan Glickstein,,Perella Weinberg Partners LP,eglickstein@pwpartners.com,,Salesforce
10802123,Inactive Investor,James Brooks,Senior Client Service Associate,UBS Financial Services Inc. Richmond VA 951 E Byrd St,james.brooks@ubs.com,,Salesforce
10887294,Inactive Investor,Alan Gayle,Chief Compliance Officer;Founder;President,Via Nova Investment Management LLC Fredericksburg VA 110 Carroll Cir,alan.gayle@vianovaim.com,,Salesforce
11152548,Inactive Investor,Benjamin Loya,,J.P. Morgan Securities LLC,,,Salesforce
9626081,,Tanya Mills,,,lightskinntanya15@gmail.com,,List import
9593866,,Darren Tapley,,,darrentapley@newenglandcapital.com,,List import
11133866,Inactive Investor,Alani Sewell,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,asewell@lincolninvestment.com,,Salesforce
9611668,,Yassine Zaki,,,zaki-yassine@hotmail.fr,,List import
10933451,Inactive Investor,Brian Bechtold,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
248713,,Luke Moran,Founder,Gen Z Market Musings,lukemoran1221@gmail.com,,Manual List Upload
10886117,Inactive Investor,Justin Smith,Financial Advisor;Investment Advisor Representative,"Guncheon Financial, LLC Dubuque IA 1545 Associates Dr",justin@guncheonfinancial.com,,Salesforce
11003741,Inactive Investor,Jeamson Simeus,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",jeamson.simeus@nm.com,,Salesforce
9617981,,Kurt Lanzavecchia,,,klanza@kayakip.com,,List import
10929699,Inactive Investor,Scott Dierlam,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10797312,Inactive Investor,Ryan Beck,Financial Advisor,"Osaic Wealth, Inc. Eugene OR 1143 Oak St",,,Salesforce
9585660,,chen guanhua,,,czcgh@163.com,,List import
10753775,Inactive Investor,Joseph Wladyka,Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,joseph.wladyka@ubs.com,,Salesforce
10934323,Inactive Investor,Cory Kennedy,,State Farm VP Management Corp. Greenville NC 1109 Charles Blvd,cory.kennedy.pcb2@statefarm.com,,Salesforce
10958552,Inactive Investor,Kevin Fick,Financial Advisor,LPL Financial LLC Jefferson City MO 700 Southwest Blvd,kevin.fick@lpl.com,,Salesforce
10996353,Inactive Investor,Alison Smith,,"Sanford C. Bernstein & Co., LLC",alison.smith@bernstein.com,,Salesforce
10761535,Inactive Investor,Lori Gagliano,Sales Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",lori_gagliano@ml.com,,Salesforce
10611747,,Richard Cacciapaglia,"Financial Advisor, Senior Vice President",,richard.cacciapaglia@rbc.com,,List Import
9544269,,Patrick Schumacher,,,paddyschu03@gmail.com,,List import
1001236,Inactive Investor,Harry Gallichan,,CoinShares,hgallichan@globaladvisors.co.uk,44 (0) 1534 513 134,Direct
9580873,,Anthony Davis,,,tony@inherentgroup.com,,List import
11189241,Inactive Investor,Joshua Thompson,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 13520 Evening Creek Dr N",joshua.thompson@ampf.com,,Salesforce
340691,,Jacqueline Mccaffery,Investment Advisor,"Pinnacle Capital Management, Llc",jackiem@pinnacle-llc.com,315-234-9716,Manual List Upload
11199612,Inactive Investor,James Dortch,Investment Advisor Representative,Integrated Wealth Concepts LLC Louisville KY 13000 Equity Pl,,,Salesforce
10899105,Inactive Investor,Barbara Benedict,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ithaca NY 235 S Cayuga St",barbara.benedict@ml.com,,Salesforce
10812773,Inactive Investor,Johnny Chacartegui,,"Raymond James Financial Services, Inc. Garden City ID 7761 W Riverside Dr",johnny.chacartegui@raymondjames.com,,Salesforce
11128153,Inactive Investor,Ngoc Tran,,PFS Investments Inc. Auburn WA 2020 A St SE,ntran@primerica.com,,Salesforce
371895,,Anthony Brown,,United States,tonycbrown@yahoo.com,,Salesforce
11078696,Inactive Investor,Eric Fuentes,,J.P. Morgan Securities LLC Elmwood Park NJ 100 Broadway,eric.fuentes@chase.com,,Salesforce
9586443,,Adnan Ashkar,,,adnanashkar@yahoo.com,,List import
9642535,,Josef Schmid,,,josef.schmid1963@gmail.com,,List import
10801016,Inactive Investor,John Doke,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,john.doke@ubs.com,,Salesforce
11197564,Inactive Investor,Michael Clabaugh,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Frederick MD 50 Citizens Way",clabaughm@stifel.com,,Salesforce
10874607,Inactive Investor,William Satkevich,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",william.satkevich@ml.com,,Salesforce
10847313,Inactive Investor,Stephen Hoell,,"Northwestern Mutual Investment Services, LLC Columbia MO 3610 Buttonwood Dr",stephen.hoell@nm.com,,Salesforce
185418,,Cody Stine,,[Unknown],cstinerun@gmail.com,,source
10773980,Inactive Investor,Christopher Creamer,Financial Advisor;Senior Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,christopher.creamer@morganstanley.com,,Salesforce
10661933,,Gregory Adler,,,gadler@blackbirdinv.com,,List Import
10907705,Inactive Investor,Brett Huechteman,,"Allstate Financial Services, LLC Springfield MO 210 W Sunshine St",bhuechteman@allstate.com,,Salesforce
11159149,Inactive Investor,Guido Gaeffke,Financial Advisor,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",ggaeffke@htk.com,,Salesforce
10933404,Inactive Investor,James Mealey,Advisor;Partner,"Moneta Group Investment Advisors, LLC",jmealey@monetagroup.com,,Salesforce
11007330,Inactive Investor,Duane Palmer,,"Farmers Financial Solutions, LLC Saint Paul MN 1397 Geneva Ave N",dpalmer1@farmersagent.com,,Salesforce
10949143,Inactive Investor,Charlene Beaton,Director - Operations;Regulatory Contact,"Banyan Capital Management, Inc.",cbeaton@banyancapital.com,,Salesforce
10757636,Inactive Investor,Steven Klein,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",steven.klein@wellsfargoadvisors.com,,Salesforce
9589196,,Ali Safieddine,,,ali@alisaf.com,,List import
11003424,Inactive Investor,Samantha Lopez,,J.P. Morgan Securities LLC Somers NY 325 Rte 100,samantha.lopez@jpmorgan.com,,Salesforce
10811241,Inactive Investor,Mary Saltisiak,Associate Financial Advisor,"Ameriprise Financial Services, LLC Archbald PA 103 Main St",mary.x.saltisiak@ampf.com,,Salesforce
370705,,Jerry Pane,,[Unknown],jerrypane12@gmail.com,,Salesforce
11007174,Inactive Investor,Adolfo Nietsch,,PFS Investments Inc. Hialeah FL 7955 NW 200th St,anietsch@primerica.com,,Salesforce
11253935,Inactive Investor,Violet Lee,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,,,Salesforce
11168627,Inactive Investor,Samuel Hofer,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",sam.hofer@nm.com,,Salesforce
10896232,Inactive Investor,James Bernthal,,Aegis Capital Corp.,,,Salesforce
10876678,Inactive Investor,Thomas Dillmann,,Lazard Asset Management Securities LLC,thomas.dillmann@lazard.com,,Salesforce
10780302,Inactive Investor,Joseph Bybee,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",joe_bybee@ml.com,,Salesforce
9558775,,Oussama el Belaychy,,,oussama3bl@gmail.com,,List import
10798207,Inactive Investor,Alberto Cavazos,Financial Advisor;Principal,LPL Financial LLC San Antonio TX 242 W Sunset Rd,albert.cavazos@lpl.com,,Salesforce
11108149,Inactive Investor,Jonathan Diaz,,J.P. Morgan Securities LLC Jacksonville FL 13520 Beach Blvd,,,Salesforce
11173008,Inactive Investor,Nicholas Mcelroy,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
11006668,Inactive Investor,Chelsea Terry,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10784888,Inactive Investor,Douglas McKeever,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,douglas.mckeever@fidelity.com,,Salesforce
11180280,Inactive Investor,Curtis Borden,Owner,Borden Portfolio Management Boalsburg PA 139 Pilgrim Dr,,,Salesforce
10977215,Inactive Investor,Andrew Kelly,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
9563991,,Elhanan Moryoussef,,,elmoryoussef.fr@gmail.com,,List import
10661872,,Lawrence Stein,,,larry@disciplined-investment.com,,List Import
10470400,,Susan Crowley,,,susancrwl@outlook.com,,Web Form Fillout
9572264,,Stephen Pierson,,,spierson@wealthmanage.net,,List import
11178738,Inactive Investor,Chris Bond,,Newbridge Securities Corporation New York NY 211 E 43rd St,cbond@newbridgesecurities.com,,Salesforce
11231474,Inactive Investor,Dalton Davenport,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
116198,,Abhishek Sheth,,"National Asset Management, Inc.",asheth@nationalsecurities.com,561-981-1000,
10967781,Inactive Investor,Joshua Tarr,Partner;Wealth Manager,Creative Planning,joshua.tarr@creativeplanning.com,,Salesforce
11077128,Inactive Investor,Cory Dubois,,Mutual of America Securities LLC Covington KY 50 E Rivercenter Blvd,cory.dubois@mutualofamerica.com,,Salesforce
10769810,Inactive Investor,Karen Tsang,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",karen.tsang@wellsfargoadvisors.com,,Salesforce
11028074,Inactive Investor,Thu-Hang Kelly Nguyen,,"Transamerica Financial Advisors, Inc Norcross GA 1770 Indian Trail Lilburn Rd",thu-hang.nguyen@transamerica.com,,Salesforce
11130118,Inactive Investor,Edward Jaeger,,"IFP Securities, LLC Madison WI 1228 E Washington Ave",edward.jaeger@ifpartners.com,,Salesforce
9624310,,Roberto Zibert,,,robert@orionx.com,,List import
11076983,Inactive Investor,Neeraj Bhatia,,NI Advisors Santa Clara CA 4677 Old Ironsides Dr,neeraj.bhatia@niadvisorsinc.com,,Salesforce
11141050,Inactive Investor,Jonas Harmond,Financial Advisor,Edward Jones Winchester TN 119 N High St,jonas.harmond@edwardjones.com,,Salesforce
10915522,Inactive Investor,David Maisel,Compliance Officer,"M Holdings Securities, Inc.",david.maisel@mfin.com,,Salesforce
11212391,Inactive Investor,William Bird,,Oppenheimer & Co. Inc.,william.bird@opco.com,,Salesforce
10648407,,Aimee Kwain,,,aimee.kwain@fmr.com,,List Import
10806326,Inactive Investor,Steve Smith,Financial Advisor,"Centaurus Financial, Inc. Peoria AZ Private Residence",,,Salesforce
9592691,,Jerome Tomlinson,,,jerometee@icloud.com,,List import
336436,,James Bellinger,Investment Advisor,Rcm Wealth Advisors,jbellinger@rcmfs.com,866-903-1822,Manual List Upload
9614801,,Ayobami Tunde,,,tundeayobami8436@gmail.com,,List import
9597621,,?? ?,,,795321@qq.com,,List import
10949082,Inactive Investor,Christopher Bowman,Financial Planner;Wealth Advisor,"Lifeworks Advisors, LLC",chris.bowman@lifeworksadvisors.com,,Salesforce
11159421,Inactive Investor,Robert Lyons,,GMS Group Jersey City NJ 111 Town Square Pl,rlyons@gmsgroup.com,,Salesforce
9606913,,Gabriel Rodriguez,,,golfechoromeo314@gmail.com,,List import
10794659,Inactive Investor,Richard Vogler,Private Wealth Advisor,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",richard.j.vogler@ampf.com,,Salesforce
10850845,Inactive Investor,Donald Cericola,Annuity Specialist,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",dvcericola@financialguide.com,,Salesforce
10558932,,Michael Friedman,,,mfriedman2004@yahoo.com,2075057575,Web Form Fillout
232060,, -,,[[Unknown]],jasbetpelt@aol.com,,
11261148,Inactive Investor,Paul Hershiser,Chief Operations Officer;Managing Director;Member,Haven Private,,,Salesforce
2837591,,Shawn Welnak,,,swelnak@proton.me,,
11085989,Inactive Investor,Miguel Hernandez,Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
10756358,Inactive Investor,Gregory Duggan,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,greg.duggan@fidelity.com,,Salesforce
10894278,Inactive Investor,Barbara Harmon,Client Service Associate,"Ameriprise Financial Services, LLC Sugar Land TX 2277 Plaza Dr",barbara.rosin@ampf.com,,Salesforce
11166469,Inactive Investor,Levi Miller,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",levi.miller@nm.com,,Salesforce
10979632,Inactive Investor,Sonya Buhlmann,,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",,,Salesforce
10934709,Inactive Investor,Dawn Hoffmeyer,,The Huntington Investment Company Westfield IN 3560 State Road 32,dawn.duvall.weicht@huntington.com,,Salesforce
344847,,Scarly Almonte,Executive Assistant,"Monomoy Capital Management, L.p.",salmonte@mcpfunds.com,212-225-9370,Manual List Upload
11012436,Inactive Investor,Matthew Slack,,Country Capital Management Company Oswego IL 6 E Washington St,matt.slack@countryfinancial.com,,Salesforce
11103696,Inactive Investor,Nickolas Depner,Investment Advisor Representative,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",nick.depner@voyafa.com,,Salesforce
11130113,Inactive Investor,Joan Peralta Perez,,Fidelity Brokerage Services LLC,,,Salesforce
10946611,Inactive Investor,Kenneth Golden,Wealth Advisor,"The Mather Group, LLC Spring TX Private Residence",k.golden@themathergroup.com,,Salesforce
11163057,Inactive Investor,Julie Rush,Senior Investment Research Associate,"Prairie Capital Management Group, LLC",jrush@prairiecapital.com,,Salesforce
10752481,Inactive Investor,James Sahagian,,"Steward Partners Investment Solutions, LLC Ramsey NJ 500 N Franklin Tpke",james.sahagian@stewardpartners.com,,Salesforce
11111388,Inactive Investor,Oliver Campos,,J.P. Morgan Securities LLC North Miami Beach FL 17760 Collins Ave,oliver.campos@chase.com,,Salesforce
9562936,,Amanda Lu,,,arrana714@gmail.com,,List import
10998663,Inactive Investor,Leah Manick,,Mutual of America Securities LLC Akron OH 4040 Embassy Pkwy,leah.manick@mutualofamerica.com,,Salesforce
11082567,Inactive Investor,Tiago Ferreira,,BBVA Securities Inc.,,,Salesforce
11097081,Inactive Investor,Kimberli Casner,Chief Compliance Officer;Senior Vice President,"Vicus Capital, Inc.",kfleck@pfginc.com,,Salesforce
10756860,Inactive Investor,William Parker,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,william.parker@ubs.com,,Salesforce
11033218,Inactive Investor,Chelsea English,,"Raymond James Financial Services, Inc. Rockville MD 15245 Shady Grove Rd",chelsea.english@raymondjames.com,,Salesforce
10612081,,Paul Selinger,Financial Advisor,,paul.selinger@morganstanley.com,,List Import
11075824,Inactive Investor,Christopher Lehr,,"Raymond James Financial Services, Inc. York PA 1605 E Market St",christopher.lehr@raymondjames.com,,Salesforce
11017424,Inactive Investor,Anthony Ruggieri,Chief Compliance Officer;Co-Founder;Managing Member;President,Ruggieri Wealth Advisors LLC,tony@ruggierifinancialgroup.com,,Salesforce
9569396,,Neal -,,,slikrow@gmail.com,,List import
172475,,Nelson Lim,,[Unknown],nelson7lim@gmail.com,,Paid Social
9638861,,Elisha Rodriguez,,,ehr2122@tc.columbia.edu,,List import
10858877,Inactive Investor,Alexandra Levi,,Commonwealth Financial Network New York NY 110 E 25th St,alevi@commonwealth.com,,Salesforce
11066839,Inactive Investor,Seth Wagner,Financial Advisor,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,seth@bergerfinancialgroup.com,,Salesforce
10767221,Inactive Investor,Thomas Boucher,Managing Director,"Ingalls & Snyder, LLC",tboucher@ingalls.net,,Salesforce
11020743,Inactive Investor,Kelly Allman,Portfolio Manager,Garrett Capital Investment Management Pleasant Grove UT Private Residence,,,Salesforce
11217604,,Patrick Butler,,,patrick.butler@raymondjames.com,,Other
9588232,,Mark Strey,,,mstrey@annexwealth.com,,List import
11100925,Inactive Investor,Robert Macmullan,Financial Advisor;Vice President,Morgan Stanley Wayzata MN 445 Lake St E,robert.macmullan@morganstanley.com,,Salesforce
10902623,Inactive Investor,Drew Estes,Chief Compliance Officer;Portfolio Manager;President,"Banyan Capital Management, Inc.",destes@banyancapital.com,,Salesforce
11025864,Inactive Investor,Troy Shreve,,"Osaic Wealth, Inc. Lincoln NE 3341 Pioneers Blvd",,,Salesforce
11173298,Inactive Investor,Jose Alvarez,,LPL Financial LLC Naples FL 2728 Horseshoe Dr N,jose.alvarez1@lpl.com,,Salesforce
10881490,Inactive Investor,Maxwell Dunlap,Team Lead,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11065620,Inactive Investor,Brandon Marty,Portfolio Manager,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,brandon.marty@ubs.com,,Salesforce
10781615,Inactive Investor,Luis Orama,Financial Advisor;Portfolio Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",luis.orama@wellsfargoadvisors.com,,Salesforce
11087267,Inactive Investor,Frank Codispoti,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",frank.codispoti@prudential.com,,Salesforce
11159525,Inactive Investor,Robert Pool,Founder;Investment Advisor;Lead Advisor;Owner;Principal;Regulatory Contact,"Fort Vancouver Investment Management, LLC",rpool@fortvancouverim.com,,Salesforce
10794592,Inactive Investor,James Beckett,,"Truist Investment Services, Inc. Roanoke VA 10 Franklin Rd SE",jim.beckett@truist.com,,Salesforce
9570506,,Peter Marturano,,,pmarturano@40north.com,,List import
11096255,Inactive Investor,Lamarr Rogers,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
5928268,,bit Kim,,,pjl271314@gmail.com,,Web Form Fillout
9572572,,Chris Brown,,,cbrown@onewilliamstreet.com,,List import
9853722,,Mike Dombkowski,,,cooldaze@outlook.com,,Web Form Fillout
339572,,Kenneth Hicks,"CPA, Advisory Representative","Planning For Wealth, Llc",khicks@maycpa.com,318-340-0324,Manual List Upload
9578301,,Wahyu Gunawan,,,queisha.aurel@gmail.com,,List import
9553362,,Mitchell Moos,,,mitchell@cryptobriefing.com,,List import
10890451,Inactive Investor,Michael Cormier,Financial Advisor,"Ameriprise Financial Services, LLC Farmington CT 850 Farmington Ave",michael.cormier@ampf.com,,Salesforce
11193914,Inactive Investor,Brianna Fowler,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11143924,Inactive Investor,William Banulski,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",william.banulski@bofa.com,,Salesforce
11035203,Inactive Investor,Jhair Urbina-Delgado,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jhair_urbina-delgado@vanguard.com,,Salesforce
11184029,Inactive Investor,Johnny Burchfield,Regional Vice President,PFS Investments Inc. Tyler TX 3362 S Southwest Loop 323,johnny.burchfield@primerica.com,,Salesforce
11052381,Inactive Investor,Christina Clark,Compliance Manager,"U.S. Bancorp Investments, Inc.",christina.clark@usbank.com,,Salesforce
10897320,Inactive Investor,Reynaldo Maldonado,,PFS Investments Inc. Hauppauge NY 350 Motor Pkwy,reynaldo.maldonado@primerica.com,,Salesforce
11164208,Inactive Investor,Daniel Erdman,,LPL Financial LLC Crookston MN 304 N Broadway,daniel.erdman@lpl.com,,Salesforce
11102682,Inactive Investor,Garland Bowden,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Newport News VA 701 Town Center Dr,garland.bowden@morganstanley.com,,Salesforce
6887506,,Larry White,,,deanwhitelarry@gmail.com,,Web Form Fillout
10760821,Inactive Investor,Jennifer Adams,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",jennifer.adams1@ml.com,,Salesforce
10488915,,Ryan Hawkins,Executive Director,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,rahawkin@mail.usf.edu,,List Import
10919374,Inactive Investor,Dean McConville,,State Farm VP Management Corp. North Port FL 14506 Tamiami Trl,,,Salesforce
9603632,,Jason Beckley,,,jbeckley@metlife.com,,List import
10764892,Inactive Investor,Kevin Carroll,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 399 Park Ave,kevin.carroll@morganstanley.com,,Salesforce
10909621,Inactive Investor,Misty Porter,Financial Advisor,"Golden State Equity Partners, LLC Yucca Valley CA Private Residence",,,Salesforce
9569269,,Mike Wallat,,,wallym26@yahoo.com,,List import
10988572,Inactive Investor,Rebecca Hall,,Money Concepts Capital Corp Boston MA 183 State St,,,Salesforce
372820,,Eliot Wickersheimer,,United States,ewickersheimer@gmail.com,,source
10972001,Inactive Investor,Daniel Richard,,PFS Investments Inc. Lynn MA 325 Broadway,danielrichard@primerica.com,,Salesforce
209157,,doulei saini,,[Unknown],douleisaini@yahoo.com,,Organic Search
11168631,Inactive Investor,Dunet Iannicelli,,J.P. Morgan Securities LLC Hialeah FL 15424 NW 77th Ct,dunet.iannicelli@chase.com,,Salesforce
110175,,Joel Weiss,,None,jmw0789@gmail.com,4809938433,
11035948,Inactive Investor,Michael Matus,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Florence KY 7430 US Hwy 42",michael.g.matus@ampf.com,,Salesforce
10789619,Inactive Investor,Jeffrey Mizner,Financial Advisor,Edward Jones Oldsmar FL 301 Woodlands Pkwy,jeff.mizner@edwardjones.com,,Salesforce
10794487,Inactive Investor,Michael Thomas,Wealth Advisor,"Choreo, LLC Cedar Rapids IA 201 1st St SE",mike.thomas@mcgladrey.com,,Salesforce
76808,,Adam Beard,Managing Director,"First Republic Investment Management, Inc.",abeard@firstrepublic.com,617-737-1828,
10996815,Inactive Investor,Canisha Harris,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,,,Salesforce
11052472,Inactive Investor,Luke Bowes,Member,"TVAMP, LLC",,,Salesforce
11056893,Inactive Investor,Ricardo Mendez Gutierrez,Managing Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
6953983,,Barbara Smith,,,yewan76401@wiroute.com,,Web Form Fillout
11194378,Inactive Investor,David Sawyer,,UBS Financial Services Inc. Napa CA 703 Trancas St,david.sawyer@ubs.com,,Salesforce
373210,,Radhika Chopra,,[Unknown],radhika.m.chopra@gmail.com,,Event
11022550,Inactive Investor,Erich Brashears,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",,,Salesforce
9540444,,Craig Hazoor Digital Assets Fund LP,,Hazoor Partners,craig@hazoorpartners.com,,Organic Search
10999667,Inactive Investor,Lauren Lam,,J.P. Morgan Securities LLC Bronx NY 3775 Riverdale Ave,,,Salesforce
9549315,,Erik Gulsrud,,,erik.gulsrud@adviceperiod.com,,List import
11165589,Inactive Investor,Scott Wilson,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Colorado Springs CO 90 S Cascade Ave,scott.g.wilson@ubs.com,,Salesforce
349083,,Helen Kim,Chief Financial Officer,Alphadyne Asset Management Lp,hkim@adyne.com,212-806-3700,Manual List Upload
11166630,Inactive Investor,Cameron Wright,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9551692,,David DeLizza,,,ddelizza@comcast.net,,List import
9605037,,Neil Stone,,,neil.stone@morganstanley.com,,List import
10928505,Inactive Investor,Nathaniel Baer,Financial Advisor,Edward Jones Owensboro KY 207 Phillips Ct,nathan.baer@edwardjones.com,,Salesforce
10922949,Inactive Investor,Jason Walsh,,J.P. Morgan Securities LLC New York NY 277 Park Ave,jason.m.walsh@jpmorgan.com,,Salesforce
10867940,Inactive Investor,Erin Martin,Wealth Management Advisor,PGI Wealth Management,,,Salesforce
11158312,Inactive Investor,Ryan Smallwood,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11011656,Inactive Investor,Benjamin Hardy,Financial Advisor,"Principal Securities, Inc. Almond NY 1 Crescent Dr",hardy.benjamin@principal.com,,Salesforce
11154430,Inactive Investor,Carter Dye,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
9545786,,Rhonda Lindquist,,,rhonda.lindquist@hdvest.net,,List import
11099420,Inactive Investor,Jaime Mendieta,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",jaime.mendieta@ml.com,,Salesforce
10934345,Inactive Investor,Joshua Shaver,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
10937203,Inactive Investor,Timothy Vollrath,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,tvollrath@eaglestrategies.com,,Salesforce
11017991,Inactive Investor,Sandra Knoll Zimmer,,"Empower Financial Services, Inc Columbus OH 1212 Summit St",sandra.knoll-zimmer@empower.com,,Salesforce
10910344,Inactive Investor,Dan Hara,,"Osaic Wealth, Inc. Honolulu HI 3049 Ualena St",,,Salesforce
10954850,Inactive Investor,Marcus Bustos,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11033679,Inactive Investor,Gregory Hehir,,State Farm VP Management Corp. Ozone Park NY 9714 101st Ave,,,Salesforce
11046276,Inactive Investor,William Patterson,,"MML Investors Services, LLC New York NY 420 Lexington Ave",wpatterson@financialguide.com,,Salesforce
370916,,trung thanh,,Vietnam,thanhtrungzaz@gmail.com,,Salesforce
11192860,Inactive Investor,James Hutchison,,"MML Investors Services, LLC Knoxville TN 9323 S Northshore Dr",jhutchison@financialguide.com,,Salesforce
11011409,Inactive Investor,Loren Lai,,Morgan Stanley,,,Salesforce
9644564,,Michael Sabelli,,,msabelli@saxonysecurities.com,,List import
11114736,Inactive Investor,Gerald Rasmus,Financial Planning Specialist,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",grasmus@financialguide.com,,Salesforce
10829436,Inactive Investor,David Forlow,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Forest IL 100 Saunders Rd",david.forlow@wellsfargoadvisors.com,,Salesforce
95142,,Rat Weaver,,Na,rayweav@outlook.com,7304317432,
9578278,,??t Nguy?n,,,datfcc@gmail.com,,List import
10771851,Inactive Investor,Tod Ayers,Financial Advisor,"Wells Fargo Clearing Services, LLC Hayden ID 204 W Hayden Ave",tod.ayers@wellsfargoadvisors.com,,Salesforce
11223124,,Juan Escudero,,,paul@ocminc.net,,List Import
11233580,Inactive Investor,Kyeong Su Lee,,LPL Financial LLC Los Angeles CA 550 S Hope St,,,Salesforce
10785828,Inactive Investor,Michael Vejins,Vice President - Wealth Management,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",michael.vejins@raymondjames.com,,Salesforce
10797454,Inactive Investor,Steven Linden,Co-Founder;Member;Partner;Regulatory Contact;Wealth Advisor,"Alliance Wealth Management Group, LLC",slinden@alliancewmg.com,,Salesforce
11091403,Inactive Investor,William Roberts,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10815540,Inactive Investor,Kirk Peterson,Chief Compliance Officer;Managing Member;Member;Owner,Peterson Financial Services LLC,kirk@petersonfs.com,,Salesforce
10793882,Inactive Investor,Richard Pino,,"American Portfolios Financial Services, Inc. Melville NY 1895 Walt Whitman Rd",rpino@americanportfolios.com,,Salesforce
11069590,Inactive Investor,Janet Larchey,Director - Business Strategy;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,janet.larchey@morganstanley.com,,Salesforce
10917407,Inactive Investor,Brian Carlisle,,"Osaic Wealth, Inc. Frankfort IL 19350 S Harlem Ave",bcarlisle@osaicwealth.com,,Salesforce
10925514,Inactive Investor,Michael Montevago,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10757750,Inactive Investor,Robert Laux,,Morgan Stanley Gilford NH 14 Country Club Rd,,,Salesforce
10789397,Inactive Investor,Anthony Stanley,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",anthony.stanley@nm.com,,Salesforce
11031069,Inactive Investor,Micky Reeves,Senior Wealth Advisor,"EverSource Wealth Advisors, LLC McKinney TX 300 E Davis St",,,Salesforce
11094342,Inactive Investor,Adam Morris,,"WesBanco Securities, Inc. Huntington WV 823 8th St",,,Salesforce
9625622,,Patrick Seward,,,patrickjseward@aol.com,,List import
10764806,Inactive Investor,Brian Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",brian.davis@wellsfargoadvisors.com,,Salesforce
11112684,Inactive Investor,Randon Tagg,,"Mason Securities, Inc.",rtagg@masoncompanies.com,,Salesforce
11200462,Inactive Investor,Shaurya Gupta,Chief Compliance Officer;Managing Partner,Gupta Partnership,shaurya@gupta-partnership.com,,Salesforce
225370,,E L,,[Unknown],ermhbs2004@aol.com,,Webinar
10799609,Inactive Investor,Neil Rahimi,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",neil.k.rahimi@ampf.com,,Salesforce
11057370,Inactive Investor,Anthony Greene,,"Kestra Investment Services, LLC Warrington PA 2600 Kelly Rd",tgreene@nfp.com,,Salesforce
11099677,Inactive Investor,Robert Meduna,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",robert.meduna@hantzgroup.com,,Salesforce
220297,,Jason Gibb,,[Unknown],jjgibb+gs@mac.com,,source
11001566,Inactive Investor,Maghen Dodge,,"Allstate Financial Services, LLC Metairie LA 1421 N Causeway Blvd",maghendodge@allstate.com,,Salesforce
10950728,Inactive Investor,Paula Bryant,,"Allstate Financial Services, LLC Dallas GA 185 E Paulding Dr",paulabryant@allstate.com,,Salesforce
11216833,,James Hawryluk,,,jim.hawryluk@lpl.com,,List Import
234634,, -,,[[Unknown]],seymorweksler@gmail.com,,Organic Search
344491,,Aaron Rodriguez,Chief Financial Officer,Austin Atlantic Asset Management Co.,arodriguez@austinatlantic.com,800-327-6190,Manual List Upload
11040488,Inactive Investor,Henry Ouellette,Financial Advisor,LPL Financial LLC Lenox MA Private Residence,henry.ouellette@lpl.com,,Salesforce
10907820,Inactive Investor,Iruma Orama,,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,iruma.gonzalez@jpmorgan.com,,Salesforce
10912629,Inactive Investor,Naomi D'Agostino,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,nrdagostino@ft.newyorklife.com,,Salesforce
11117940,Inactive Investor,Eric Van Buskirk,,"Level Four Financial, LLC",,,Salesforce
11086146,Inactive Investor,Ellen Gonzalez,,"Allstate Financial Services, LLC Las Vegas NV 7380 S Eastern Ave",ellengonzalez@allstate.com,,Salesforce
10974883,Inactive Investor,Lin Zhou,,J.P. Morgan Securities LLC San Mateo CA 78 E 4th Ave,,,Salesforce
10818438,Inactive Investor,Michael Mire,,NYLIFE Securities LLC Covington LA Private Residence,mmire@ft.newyorklife.com,,Salesforce
11017462,Inactive Investor,Kent Bellgrau,,Cetera Financial Specialists LLC Barrington IL 108 S Wynstone Park Dr,,,Salesforce
10618187,,Todd Nathan,,,todd.nathan@valic.com,,List import
11175283,Inactive Investor,Thomas Raddatz,,NYLIFE Securities LLC Norfolk VA 409 Duke St,traddatz@ft.newyorklife.com,,Salesforce
235146,, -,,[[Unknown]],mhw536@aol.com,,
9581262,,Daniel Meyers,,,djm@cooksonpeirce.com,,List import
10866638,Inactive Investor,Mark Bojanowski,,"Empower Financial Services, Inc Wilbraham MA Private Residence",mark.bojanowski@empower.com,,Salesforce
11021121,Inactive Investor,Jonathan Oliver,,J.P. Morgan Securities LLC Austin TX 15004 Avery Ranch Blvd,jonathan.oliver@jpmorgan.com,,Salesforce
9551512,,John Williams,,,john_williams@americancentury.com,,List import
9627610,,Pieter Van Ackerbroeck,,,pietervanackerbroeck@yahoo.com,,List import
10835331,Inactive Investor,David Margulies,,XML Securities,dmargulies@xmlfg.com,,Salesforce
5102421,,Justin OBrien,,,6canyons@gmail.com,,Web form fillout
9553260,,Michael Leatzow,,,mleatzow@lincolninvestment.com,,List import
10818865,Inactive Investor,Brandon Perez,Financial Service Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 6370 Magnolia Ave",brandon.perez2@ml.com,,Salesforce
10885885,Inactive Investor,Zachary Harrington,Financial Advisor;Partner,"Rise Advisors, LLC",zach@riseadvisorsgroup.com,,Salesforce
9619427,,John lemak,"Manager, Owner","Sandor Advisors, LLC",john@lemak.net,,List import
9555310,,Kenneth Dorger,,,kdorger@fourthst.com,,List import
11217586,,Keegan Tanghe,,,keegan.tanghe@lpl.com,,Other
10596399,,ROBERT NACLERIO,,,robert.naclerio@lpl.com,,Web Form Fillout
9646571,,Nicholas Barra,,,nick.barra50@gmail.com,,List import
10973956,Inactive Investor,Courtney Burns,,J.P. Morgan Securities LLC North Canton OH 219 N Main St,,,Salesforce
11196549,Inactive Investor,Preston Nunnally,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10835514,Inactive Investor,Edward Runyon,Financial Advisor;Founder;Managing Member,"SageVest Financial Advisors, LLC",ed@sagevestadvisors.com,,Salesforce
11135363,Inactive Investor,Erin Hilton,Chief Executive Officer;Founder,"Hilton Financial Group, LLC",,,Salesforce
10938887,Inactive Investor,Vincent Manfredi,,Fidelity Brokerage Services LLC,,,Salesforce
10966980,Inactive Investor,William Tuck,Financial Advisor,"Equitable Advisors, LLC Stamford CT 1266 E Main St",william.tuck@equitable.com,,Salesforce
10946812,Inactive Investor,Hayden Gaus,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",hayden.gaus@nm.com,,Salesforce
9598775,,Mohammed Zain,,,mohd_zn@hotmail.com,,List import
10968113,Inactive Investor,Davis Blackmon,Paraplanner,"Ameriprise Financial Services, LLC Atlanta GA 6285 Barfield Rd",davis.blackmon@ampf.com,,Salesforce
10904483,Inactive Investor,Link Cotham,,United Planners' Financial Services of America A Limited Partner Norman OK Private Residence,,,Salesforce
98848,,Thomas Peters,,United States,tpeters819@aol.com,,
10943995,Inactive Investor,Bryan Luter,,Emerson Equity LLC,bluter@emersonequity.com,,Salesforce
11092050,Inactive Investor,Scott Zakalik,,"Osaic Wealth, Inc. Fairport NY 6605 Pittsford Palmyra Rd",,,Salesforce
9545040,,Raleigh Illgen,,,raleigh@raleighillgen.com,,List import
10852139,Inactive Investor,Simon Rawlinson,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",simon.rawlinson@raymondjames.com,,Salesforce
11182105,Inactive Investor,R Wiegand,Chief Compliance Officer;Managing Partner,Newbridge Wealth Management Berwyn PA 1055 Westlakes Dr,chris@newbridgewealth.com,,Salesforce
10763131,Inactive Investor,Donna Spady,,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,donna.r.spady@morganstanley.com,,Salesforce
11131603,Inactive Investor,Peter Bower,Chief Investment Officer;Executive Chairman;Founder;President;Regulatory Contact,RiverPlace Capital Management Inc,pbower@riverplacecapital.com,,Salesforce
10884387,Inactive Investor,Alexander Ezra,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",alex.ezra@raymondjames.com,,Salesforce
6475040,,Bart Weis,,,bartdds@gmail.com,,Web Form Fillout
11006959,Inactive Investor,Lisa Wilson,,"Horace Mann Investors, Inc. Fort Worth TX Private Residence",lisa.wilson@horacemann.com,,Salesforce
11061255,Inactive Investor,Brian Ramirez,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,bhramirez@ft.newyorklife.com,,Salesforce
10615110,,Robert Brevetti,"Director - Alternative Investments, Executive Director, Family Wealth Director, Financial Advisor, Senior Portfolio Management D",,robert.brevetti@morganstanley.com,,List Import
10851717,Inactive Investor,Norannsy Chieuchin,Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",norannsy.chieuchin@ampf.com,,Salesforce
11150310,Inactive Investor,Alexis Furr,Senior Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,alexis.furr@lpl.com,,Salesforce
10981552,Inactive Investor,Isabel Salas,,J.P. Morgan Securities LLC Lehigh Acres FL 5767 Lee Blvd,isabel.salas@chase.com,,Salesforce
11036428,Inactive Investor,William Bacho,,"Allstate Financial Services, LLC Youngstown OH 1240 Boardman Canfield Rd",williambacho@allstate.com,,Salesforce
11071132,Inactive Investor,Jesse Snow,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,jesse.snow@lpl.com,,Salesforce
11083295,Inactive Investor,Perry Nocifora,,"Osaic Wealth, Inc. Westminster CA Private Residence",,,Salesforce
10911613,Inactive Investor,Christopher Lee,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",cnicklee@financialguide.com,,Salesforce
9644378,,Faramade Sydney,,,sydneyfaramade@gmail.com,,List import
11166408,Inactive Investor,Ashley Brown,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhaven MA 16 Berdon Way",,,Salesforce
11063053,Inactive Investor,Mary Benedict,President;Senior Investment Advisor,Heritage Road Advisors Fairhope AL Private Residence,mary@heritageroadadvisors.com,,Salesforce
10816854,Inactive Investor,Wilton Bacon,,"Truist Investment Services, Inc. Boca Raton FL 5350 Town Center Rd",jack.bacon@truist.com,,Salesforce
11195792,Inactive Investor,Scott Rovito,,"Wells Fargo Clearing Services, LLC Stroudsburg PA 400 Main St",scott.rovito@wellsfargo.com,,Salesforce
11163693,Inactive Investor,Xiaoou Wang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sun Valley CA 8888 Sunland Blvd",xiaoou.wang@ml.com,,Salesforce
2906989,,cary bayne,,,cgbaynemd@gmail.com,,
10859791,Inactive Investor,Brian Emery,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Cincinnati OH 5887 Cornell Rd",,,Salesforce
9634627,,Steven Evans,,,steven.evans@tudor.com,,List import
10833954,Inactive Investor,Christopher Heckadon,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,,,Salesforce
11200378,Inactive Investor,Roberta Bell,Associate Vice President;Financial Advisor,Morgan Stanley Evanston IL Private Residence,roberta.bell@morganstanley.com,,Salesforce
371708,,Ronald Higgerson,,United States,rhiggerson@comcast.net,,Salesforce
10890132,Inactive Investor,John Paetsch,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Park Ridge IL 501 N Greenwood Ave",john.paetsch@ml.com,,Salesforce
11069985,Inactive Investor,Aretha Ryan,,"Moloney Securities Co., Inc. Bellingham WA 2122 Barkley Blvd",aryan@moseco.com,,Salesforce
11209070,Inactive Investor,Elisa Williamson,Chief Compliance Officer;Director - Operations,Prudent Investors Vista CA 2598 Fortune Way,elisa@prudentnetwork.com,,Salesforce
11259884,Inactive Investor,John Bucklew,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10984369,Inactive Investor,Zachary Mullnix,Investment Consultant,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",,,Salesforce
11065715,Inactive Investor,Michael Zechmann,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Charleston SC 850 Morrison Dr,michael.zechmann@morganstanley.com,,Salesforce
9601273,,ERIK FERM,,,erik.ferm@jpmorgan.com,,List import
373656,,Clifford Houston,,[Unknown],truecircleofexcellence@gmail.com,,source
9604776,,Mattnew Goodhead,,,info@coinmerge.io,,List import
11044450,Inactive Investor,Jacob Simmons,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11086715,Inactive Investor,Ryan Card,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ryan.card@fidelity.com,,Salesforce
11235921,Inactive Investor,Leigh Stull,Vice President,Storehouse Financial LLC,,,Salesforce
9646911,,Francisco Alvarez,,,francisco@vogheracompanies.com,,List import
9582167,,Andre Sam,,,andre.sam@voyafa.com,,List import
11081184,Inactive Investor,Travis Sollinger,,"Lion Street Financial, LLC Pittsburgh PA 307 4th Ave",tsollinger@lionstreet.com,,Salesforce
10619099,,Grace Grifferty,,,grace.grifferty@morganstanley.com,,List Import
10775371,Inactive Investor,Dorann Hurley,Chief Compliance Officer;President,"Hurley Financial Group, Inc.",dorannh@hurleyfinancial.com,,Salesforce
10810612,Inactive Investor,James Harvey,,Commonwealth Financial Network Seattle WA 111 Queen Anne Ave N,jharvey@commonwealth.com,,Salesforce
205561,,José Ignacio Martínez Pardo,Senior AWS DevOps Engineer,Lemontech,gsuriv@gmail.com,,
10838114,Inactive Investor,Sara Blevins,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",sara_blevins@ml.com,,Salesforce
11182791,Inactive Investor,James Reding,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
9625261,,Noah Hamman,,,nh@advisorshares.com,,List import
10999285,Inactive Investor,John Scozzafava,Financial Advisor,Edward Jones Laramie WY 1267 N 15th St,john.scozzafava@edwardjones.com,,Salesforce
9619712,,Philip Moran,,,pmoran@pacadvisory.com,,List Import
10614408,,Richard Piazza,Financial Advisor,,richard.piazza77@gmail.com,,List Import
11134824,Inactive Investor,Helen Fritsche,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",amy.fritsche@ml.com,,Salesforce
338165,,Andre Fernandes,Managing Member,Stage Harbor Financial,afernandes@stageharborfinancial.com,781-934-3130,Manual List Upload
9637482,,mike gaffney,,,mikegaffney1@gmail.com,,List import
9601967,,Benjamin Roy,,,broy@sigmafinancial.com,,List import
10845825,Inactive Investor,Brian Jourdan,Vice President,"Bill Few Associates, Inc.",bjourdan@billfewassociates.com,,Salesforce
9621100,,Nancy Kilroy,,,nancy_kilroy@yahoo.com,,List import
10614589,,Frank Delli Carpini,"Financial Advisor, Managing Director, Senior Portfolio Management Director, Senior Vice President",,frank.dellicarpini@morganstanley.com,,List Import
10856472,Inactive Investor,David Morales,,"MML Investors Services, LLC Rocky Hill CT 175 Capital Blvd",,,Salesforce
11170341,Inactive Investor,Elaine Darnell,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",elaine_darnell@ml.com,,Salesforce
9584381,,Judith Abrams,,,j.abrams@fi.com,,List import
10829293,Inactive Investor,Monica Lomeli,Senior Client Associate,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",monica.y.lomeli@wellsfargoadvisors.com,,Salesforce
10787283,Inactive Investor,Jeffrey Perry,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,jeffrey.perry@fidelity.com,,Salesforce
11030893,Inactive Investor,Christopher Buker,,J.P. Morgan Securities LLC Franklin IN 1600 N Morton St,christopher.buker@jpmorgan.com,,Salesforce
11037234,Inactive Investor,John Hoisch,Financial Advisor;Senior Vice President,Morgan Stanley Woodland Hills CA 21650 Oxnard St,john.hoisch@morganstanley.com,,Salesforce
8719629,,Joshua Mandell,,,motorvessel.lenox@gmail.com,,Web form fillout
9603998,,TETUSYA MORITO,,,tmorito@sompo-intl.com,,List import
10879673,Inactive Investor,Julia Forrester,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,julia.paich@fidelity.com,,Salesforce
11098992,Inactive Investor,Lori Torrano,Financial Advisor,Edward Jones Norwalk CT 120 East Ave,lori.torrano@edwardjones.com,,Salesforce
9566710,,Gary -,,,gary.david.markoff@morganstanley.com,,List import
11192429,Inactive Investor,Charles Brown,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,,,Salesforce
11042447,Inactive Investor,Mitchell Foster,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,mitchell.foster@chase.com,,Salesforce
11054010,Inactive Investor,Gerald Rice,Owner,Thrive Financial Management,,,Salesforce
10887355,Inactive Investor,Benjamin Lifsey,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",brad.lifsey@raymondjames.com,,Salesforce
11058668,Inactive Investor,Bradley Borough,,"Raymond James Financial Services, Inc. Lexington KY 2452 Sir Barton Way",brad.borough@raymondjames.com,,Salesforce
10769139,Inactive Investor,Michael Snyder,Chief Compliance Officer,Beaumont Financial Partners,msnyder@bfpartners.com,,Salesforce
11114635,Inactive Investor,Robert Doran,,"Saybrus Equity Services, LLC Southington CT Private Residence",bdoran@saybruspartners.com,,Salesforce
10825302,Inactive Investor,Michele Fuller,,LPL Financial LLC Tacoma WA 1102 Broadway,michele.fuller@lpl.com,,Salesforce
11052324,Inactive Investor,Ana Pinel Rivera,Wealth Management Client Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,ana.pinel-rivera@jpmorgan.com,,Salesforce
10793387,Inactive Investor,Hal Horowitz,,Park Avenue Securities LLC Merrick NY 25 Merrick Ave,hhorowitz@glic.com,,Salesforce
10792918,Inactive Investor,Walter Virden,,Momentum Independent Network Inc. Arlington TX 1205 S Bowen Rd,wvirden3@hilltopnetwork.com,,Salesforce
10760507,Inactive Investor,Shelley Saraniti,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",shelley_saraniti@ml.com,,Salesforce
346822,,Avi Malkin,Associate,Pamlico Capital,avi.malkin@pamlicocapital.com,704-414-7150,Manual List Upload
11040380,Inactive Investor,Michael Hamolia,Wealth Manager,"CW Advisors, LLC Columbia MD 6345 Woodside Ct",mhamolia@cwadvisorsgroup.com,,Salesforce
10645212,,Steven Sanders,,,ssanders@interactivebrokers.com,,List Import
11127804,Inactive Investor,Arthur Saxon,,Vanguard Marketing Corporation,arthur_saxon@vanguard.com,,Salesforce
10986313,Inactive Investor,Kang Zhi,,J.P. Morgan Securities LLC Bellevue WA 3919 Factoria Blvd SE,kang.zhi@jpmorgan.com,,Salesforce
11019101,Inactive Investor,Rhondale Haywood,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",rhondale.haywood@truist.com,,Salesforce
11130026,Inactive Investor,Kenneth Anna,,"American Portfolios Financial Services, Inc. Huntington NY 76 New York Ave",kcanna@americanportfolios.com,,Salesforce
10776847,Inactive Investor,Richard Kersting,Financial Advisor,"Ameriprise Financial Services, LLC Naples FL 999 Vanderbilt Beach Rd",richard.kersting@ampf.com,,Salesforce
10964599,Inactive Investor,Erin Weber,Financial Advisor,Investor FAN Bend OR 444 NE Norton Ave,erin.weber@lpl.com,,Salesforce
11016082,Inactive Investor,Rosalie Knop,Team Lead,PFS Investments Inc.,rosalie.knop@primerica.com,,Salesforce
10604540,,Marc Perrier,Financial Advisor,IG Wealth Management,marc.perrier@ig.ca,6135670373,List Import
2963386,,Sayak Hazra Sayak Hazra,,,shaktipadahazra715@gmail.com,,
10832049,Inactive Investor,John Waite,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Grand Junction CO 360 W Park Dr,jwaite@dadco.com,,Salesforce
11147968,Inactive Investor,Ira Walker,Managing Director;Senior Portfolio Manager,UBS Financial Services Inc. Red Bank NJ 140 Broad St,ira.walker@ubs.com,,Salesforce
10944260,Inactive Investor,Anthony Angerett,,"Woodmen Financial Services, Inc. Butler PA 112 Hollywood Dr",tjangerett@woodmen.org,,Salesforce
9630138,,doge doge,,,doge@doge.com,,List import
11098171,Inactive Investor,Joseph Todisco,,Cetera Advisor Networks LLC Big Timber MT 209 McLeod St,,,Salesforce
11107043,Inactive Investor,Craig Findley,Chairman;Chief Executive Officer;Owner;Regulatory Contact,Venture Visionary Partners LLC,cfindley@venturevp.com,,Salesforce
10613298,,Joseph Debono,"Senior Financial Advisor, Vice President",,joseph_debono@ml.com,,List Import
9612940,,Thomas Digenan,,,thomas.digenan@ubs.com,,List import
11062181,Inactive Investor,John Farrell,,"Raymond James Financial Services, Inc. Wayne NJ 502 Valley Rd",john.farrell@raymondjames.com,,Salesforce
11157486,Inactive Investor,Nicole Andersen,Enterprise Business Specialist;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",,,Salesforce
11044807,Inactive Investor,Kelly Daulerio,,PFS Investments Inc. Pembroke Pines FL 1911 NW 150th Ave,,,Salesforce
370695,,Dennis Fassuliotis,,United States,dfcoinfi@gmail.com,,Salesforce
9606397,,Tyler Paterno,,,tylerpaterno1@gmail.com,,List import
11194008,Inactive Investor,Michael Wright,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,michael.wright@lpl.com,,Salesforce
11019428,Inactive Investor,Aaron Payan,,"Charles Schwab & Co., Inc. Midland TX 200 N Loraine St",,,Salesforce
11023931,Inactive Investor,Scott Ivol,,"Cambridge Investment Research, Inc. Pittsburgh PA 1526 Redfern Dr",sivol@cambridgeresource.com,,Salesforce
197887,,Jose Driscoll,,[Unknown],driscoll.jh@gmail.com,,
9546711,,Bryan Ross,,,bryan.ross@purefinancial.com,,List import
10656871,,Maria Ortega,,,maria.ortega@primerica.com,,List Import
10875783,Inactive Investor,Rene Ewing,,Robert W. Baird & Co. Incorporated Houston TX 4400 Post Oak Pkwy,rewing@rwbaird.com,,Salesforce
142340,,Alexander Kob,,Lido Advisors,akob@lidoadvisors.com,,
9595233,,David Lippman,,,david.lippman@tcw.com,,List import
11128232,Inactive Investor,Kwayne Estrim,,Morgan Stanley,,,Salesforce
9593549,,Scott George,,,sgeorge@masoncompanies.com,,List import
10656232,,Travis Cope,,,tcope@williamblair.com,,List import
11008972,Inactive Investor,Joseph Lilley,,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",,,Salesforce
11026299,Inactive Investor,Shannon Kane,Financial Advisor,Edward Jones Lake Worth FL 9897 Lake Worth Rd,shannon.kane@edwardjones.com,,Salesforce
10645903,,Joseph Robles,,,jrobles@interactivebrokers.com,,List Import
150245,,Ana-Kaye Green,,[Unknown],anakaye.green@gmail.com,,Webinar
10898202,Inactive Investor,Domonek Prince,,PFS Investments Inc. Torrance CA 18039 Crenshaw Blvd,domonek.prince@primerica.com,,Salesforce
11192461,Inactive Investor,Stephen Hiltscher,,Blakeslee and Blakeslee Inc.,shiltscher@blakeslee-blakeslee.com,,Salesforce
10611166,,Jeremy Busa,Financial Advisor,,jeremy.busa@equitable.com,,List Import
11208021,Inactive Investor,Alan Banks,,Park Avenue Securities LLC Goodlettsville TN 511 Long Hollow Pike,alan_banks@glic.com,,Salesforce
10841944,Inactive Investor,Amy Kates,,"Regal Securities, Inc. Buffalo NY 1404 Sweet Home Rd",akates@regalsecurities.com,,Salesforce
9615260,,Ignatius Faissal,,,jgnatius.faissal@gmail.com,,List import
10794027,Inactive Investor,Ira Katz,Managing Director;Senior Financial Advisor,Gladstone Wealth Partners Melville NY 105 Maxess Rd,ira.katz@gladstonewealth.com,,Salesforce
10946820,Inactive Investor,Robert Campbell,Financial Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",robert.campbell@nm.com,,Salesforce
11092659,Inactive Investor,Melanie Videto,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",melanie.videto@equitable.com,,Salesforce
9617344,,Matthew Rappaport,,,msport22@yahoo.com,,List import
10978343,Inactive Investor,Scott Daggan,,"CUSO Financial Services, L.P. West Chester PA 1209 W Chester Pike",,,Salesforce
10893364,Inactive Investor,Kevin Hofberger,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,kevin.hofberger@ceterainvestors.com,,Salesforce
10902499,Inactive Investor,Steven Miller,,Country Capital Management Company Rockton IL 155 Hawick St,steve.miller@countryfinancial.com,,Salesforce
9623368,,Daniele Pipia,,,d_sup_g@hotmail.com,,List import
11133963,Inactive Investor,Comer Woodruff,Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,c.woodruff@ubs.com,,Salesforce
184576,,Joshua Braunlich,"Financial Advisor, Vice President","Hazlett, Burt & Watson, Inc.",jbraunlich@hazlettburt.com,304-233-3312,
3581322,,Abhishek Kumar,,,abhishekk24676@gmail.com,,Web Form Fillout
11228652,Inactive Investor,Omar Caldera,,J.P. Morgan Securities LLC San Dimas CA 1001 W Arrow Hwy,omar.caldera@jpmorgan.com,,Salesforce
10819517,Inactive Investor,Agrume Hamilton,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eugene OR 201 E 11th Ave",agrume.hamilton@ml.com,,Salesforce
9616369,,Tom Strawford,,,strawford.tom@gmail.com,,List import
10897282,Inactive Investor,Damien East,,"MML Investors Services, LLC Zachary LA 21122 Old Scenic Hwy",deast@massmutual.com,,Salesforce
11031197,Inactive Investor,Martin Hummel,,G. A. Repple & Company Dayton OH 3183 Beaver VU Dr,,,Salesforce
10614835,,Thiago Da Silva Finoti,Financial Advisor Associate,,thiago.finoti@morganstanley.com,,List Import
11049938,Inactive Investor,Sarah Joseph,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",sarahlynn.joseph@rbc.com,,Salesforce
9624061,,Ramon Winston,,,winram23@gmail.com,,List import
195378,,Ronnie Jones,,[Unknown],jonesronnie1972@yahoo.com,,source
10487937,,Craig Hodges,President,First Dallas Securities Incorporated,chodges@hodgescapital.com,,List import
11002456,Inactive Investor,Dennis Ferris,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",dennis.ferris@tfaconnect.com,,Salesforce
9581427,,Raymond Bonner,,,keith@bonner-smith.com,,List import
10971673,Inactive Investor,David Lewicki,Financial Advisor,"Equity Services, Inc. Clifton Park NY 1407 Rte 9",dlewicki@nationallife.com,,Salesforce
10791370,Inactive Investor,Eric Heath,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,eric.heath@fmr.com,,Salesforce
10842033,Inactive Investor,Alfred Feronti,Chief Compliance Officer;Managing Member;President,AMFG Wealth Management LLC,aferonti@amfinancialgroup.com,,Salesforce
10778012,Inactive Investor,Kimberly Templin,Team Administrator,UBS Financial Services Inc. Atlanta GA 3455 Peachtree Rd NE,kimberly.templin@ubs.com,,Salesforce
11223087,,Michael Van Sant,,,michael.van-sant@nwasset.com,,List Import
10919627,Inactive Investor,Juan Zayas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 7333 Wurzbach Rd",juan.zayas@ml.com,,Salesforce
9614753,,Stephen Cardot Cardot,,,scardot@cloudcover.net,,List import
10825584,Inactive Investor,Thomas Hennessy,,LPL Financial LLC Naperville IL 1750 N Washington St,thomas.hennessy@lpl.com,,Salesforce
11026629,Inactive Investor,Dereck Cochran,Associate Wealth Advisor,Commonwealth Financial Network Overland Park KS 7101 College Blvd,dcochran@commonwealth.com,,Salesforce
226988,, -,,[Unknown],jalen706@gmail.com,,
11113539,Inactive Investor,Abby Drawdy,,SECU Brokerage Services Advance NC 184 Yadkin Valley Rd,abby.drawdy@ncsecu.org,,Salesforce
338012,,Judith Gaxiola,Coordinator,Pfg Advisors,jxgaxiola@truwest.org,800-405-8850,Manual List Upload
10817486,Inactive Investor,Matthew Mandell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",matthew.l.mandell@ampf.com,,Salesforce
235277,, -,,[[Unknown]],katrinaebryant@gmail.com,,Organic Search
11189396,Inactive Investor,Vincenzo Coccoli,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11105430,Inactive Investor,Jason Ader,,William Blair Boston MA 125 High St,jader@williamblair.com,,Salesforce
9618879,,Robert Davenport,,,rdavenport@cerberuscalifornia.com,,List import
239219,,Debbie Stonecipher,,[Unknown],debbiestonecipher3@gmail.com,,Direct
11192245,Inactive Investor,Sterling Raskie,Shareholder;Vice President,"Blankenship Financial Planning, Ltd.",sterling@blankenshipfinancialplanning.com,,Salesforce
10919727,Inactive Investor,Andrew Schelitzche,,LPL Financial LLC Osseo MN 11290 86th Ave N,andrew.schelitzche@lpl.com,,Salesforce
11208111,Inactive Investor,Michael Perry,Chief Compliance Officer;Managing Member;President,"Retirement Advisors, LLC",mcp@retirementadvisorsllc.com,,Salesforce
11092136,Inactive Investor,Gregory Lai,Chief Executive Officer;Member;Portfolio Manager;Principal,"Affinity Investment Advisors, LLC",greg.lai@affinityinvestment.com,,Salesforce
11187206,Inactive Investor,Thomas Dudek,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10946889,Inactive Investor,Kristen Leibolt,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Elyria OH 455 Midway Blvd",kristen.leibolt@usbank.com,,Salesforce
11014040,Inactive Investor,Christopher Santana-Plaisant,,Key Investment Services LLC Spanaway WA 17601 Pacific Ave S,christopher.santana-plaisant@key.com,,Salesforce
11174863,Inactive Investor,Tracy Berglund,Financial Advisor,Thrivent Investment Management Inc. Hudson WI 805 Dominion Dr,tracy.berglund@thrivent.com,,Salesforce
11084086,Inactive Investor,Melissa Stewart,Financial Advisor,Edward Jones Duncanville TX 415 W Danieldale Rd,melissa.stewart@edwardjones.com,,Salesforce
9607718,,Rui Gonçalves,,,zeca@hotmail.com,,List import
9564595,,William Ward,,,wcw42028@gmail.com,,List import
10815577,Inactive Investor,Howard Kreutzinger,,D.A. Davidson & Co. Ventura CA 60 S California St,hkreutzinger@dadco.com,,Salesforce
9647037,,Mi Yeon Katz,,,mkatz@financialguide.com,,List import
9580623,,Wade Catlin,,,wcatlin@ayco.com,,List import
11196887,Inactive Investor,Kirby Brown,Financial Advisor,LPL Financial LLC Pullman WA 120 S Grand Ave,kirby.brown@lpl.com,,Salesforce
9588386,,Antonio Dicembrino,,,adicembrino731@gmail.com,,List import
9578522,,Aaron Rowlatt,,,aaron.rowlatt@gmail.com,,List import
10899629,Inactive Investor,Thatcher Madelly,Private Banker,J.P. Morgan Securities LLC Ponte Vedra Beach FL 820 A1a N,thatcher.madelly@jpmorgan.com,,Salesforce
11236499,Inactive Investor,Steffen Westphal,Analyst,"ICONIQ Capital, LLC",swestphal@iconiqcapital.com,,Salesforce
9540722,,Justin Conner,,HBK,jconner@hbk.com,,Organic Search
10969332,Inactive Investor,Holly Standen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
196853,,Patricia Lee,,Citi Private Bank Singapore,patricia.lee@citi.com,,
9639160,,Andrea Mariani,,,amariani@fondopegaso.it,,List import
10866186,Inactive Investor,Jose Medina,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10807151,Inactive Investor,Kevin Hon,Financial Advisor,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",kevin.hon@nm.com,,Salesforce
10769864,Inactive Investor,Shawn Desmond,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",shawnie.desmond@ml.com,,Salesforce
10850391,Inactive Investor,Raelynn Harlach,,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",raelynn.harlach@valic.com,,Salesforce
11019128,Inactive Investor,Matthew Alexander,,J.P. Morgan Securities LLC Saginaw MI 1440 N Center Rd,,,Salesforce
10816554,Inactive Investor,Eric Welch,Owner;President;Wealth Strategist,"Harbour Wealth Partners, Inc.",eric.welch@livewellsleepwell.com,,Salesforce
10832019,Inactive Investor,Michael Blivens,,"Northwestern Mutual Investment Services, LLC Murfreesboro TN 1639 Medical Center Pkwy",michael.blivens@nm.com,,Salesforce
11141671,Inactive Investor,Gary Pratt,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,gary.pratt@primerica.com,,Salesforce
11047939,Inactive Investor,Kimberly Saunders,Financial Advisor,LPL Financial LLC Sumter SC 185 W Wesmark Blvd,k.saunders@lpl.com,,Salesforce
10875044,Inactive Investor,Christopher Knowles,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Wilmington NC 1135 Military Cutoff Rd",rusty.knowles@wellsfargo.com,,Salesforce
11234104,Inactive Investor,Glen Chester,,Aurora Securities Granada Hills CA 17352 Tennyson Pl,,,Salesforce
10862728,Inactive Investor,William Henry,,Cetera Advisors LLC Eatontown NJ 12 Christopher Way,,,Salesforce
11065771,Inactive Investor,Donald Hatcher,Chief Compliance Officer;Limited Partner;Partner;President;Vice President,Solutions 4 Wealth,donny@apnow.com,,Salesforce
11024420,Inactive Investor,Menghao Wu,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
10870544,Inactive Investor,Lauren Jackson,Financial Advisor,Edward Jones Stephenville TX 2612 W Lingleville Rd,lauren.jackson@edwardjones.com,,Salesforce
11072794,Inactive Investor,Cathleen Reed,,PFS Investments Inc. Merrillville IN 7863 Broadway,cathleen.reed@primerica.com,,Salesforce
9638704,,Brandon Drespling,,,brandond@triumphcapitalmanagement.com,,List import
10505227,,Adam Kennedy,Complex Product Supervision,Cetera Financial Group,adam.kennedy@cetera.com,6197029702,List Import
11026557,Inactive Investor,Matthew Wagner,,Cetera Advisor Networks LLC Spokane WA 621 W Mallon Ave,wagnerm@ceteranetworks.com,,Salesforce
10956692,Inactive Investor,Aaron Ingram,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11238678,,Alex Montgomery,,,amontgomery@mangroveequity.com,,Salesforce
11092533,Inactive Investor,Celene Funke,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,cfunke@rwbaird.com,,Salesforce
10852820,Inactive Investor,James Brumder,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,james.brumder@fidelity.com,,Salesforce
10939132,Inactive Investor,Hyun Jeon,Financial Professional,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",susie.jeon@prudential.com,,Salesforce
10889762,Inactive Investor,Adriana Dominguez,,J.P. Morgan Securities LLC Chula Vista CA 2245 Otay Lakes Rd,adriana.dominguez@jpmorgan.com,,Salesforce
352104,,Matthew Holliday,"Senior Vice President, Managing Director, Trust, Fiduciary Services","Girard Advisory Services, Llc",hollidaym@univest.net,610-337-7640,Manual List Upload
11136591,Inactive Investor,Phillip Elliott,Financial Advisor;First Vice President,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,kurt.elliott@morganstanley.com,,Salesforce
10637045,,Cary Russ,,,cary760600@gmail.com,,Web Form Fillout
88658,,Joseph Deal,,Degree Prospects,joedeal@gmail.com,16179994464,Organic Search
10809663,Inactive Investor,Ellen Field,,"Cambridge Investment Research, Inc. Clovis CA Private Residence",,,Salesforce
10849190,Inactive Investor,Charlene Granstra,Financial Advisor,"Equitable Advisors, LLC Rock Valley IA 1311 10th St",charlene.granstra@equitable.com,,Salesforce
10799297,Inactive Investor,Joseph Lushina,Financial Advisor,Edward Jones Carson City NV 1079 S Carson St,joe.lushina@edwardjones.com,,Salesforce
11191418,Inactive Investor,Jay Buckingham,Chief Compliance Officer;Chief Executive Officer;Shareholder,"Buckingham Capital Management, Inc.",mkeith@buckinghamfinancial.com,,Salesforce
11134878,Inactive Investor,Theresa Schuerlein,Financial Advisor;Vice President,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",teri.schuerlein@rbc.com,,Salesforce
10846998,Inactive Investor,Amy James,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,amy.wasson@edwardjones.com,,Salesforce
11204054,Inactive Investor,Steven Cooper,Chief Compliance Officer;Managing Director;Wealth Advisor,Dew Point Capital Los Angeles CA 1019 E 4th Pl,sc@dewpointcap.com,,Salesforce
9623142,,cory lineback,,,cory.lineback@gmail.com,,List import
10772574,Inactive Investor,Pepper Anderson,Chief Executive Officer;President,"Chilton Investment Services, LLC",,,Salesforce
209516,,Ian Baker,,[Unknown],scads.head_0t@icloud.com,,
10986370,Inactive Investor,Jason Hill,,"U.S. Bancorp Investments, Inc. Springfield IL 2501 S Veterans Pkwy",jason.hill3@usbank.com,,Salesforce
10863366,Inactive Investor,Natalie Kratzer,Financial Advisor,Thrivent Investment Management Inc. Hummelstown PA 20 W Main St,natalie.kratzer@thrivent.com,,Salesforce
11205665,Inactive Investor,Larry Denson,,"Wells Fargo Advisors Financial Network, LLC Webster TX 455 E Medical Center Blvd",larry.denson@wfafinet.com,,Salesforce
11019628,Inactive Investor,Randall Hammerquist,,NYLIFE Securities LLC Billings MT 404 N 31st St,rhammerquist@ft.newyorklife.com,,Salesforce
9586414,,Edmund C. Guyer,,,orthoed@aol.com,,List import
11031608,Inactive Investor,Sepehr Mansuri,,"Transamerica Financial Advisors, Inc Fresno CA 7112 N Fresno St",sepehr.mansuri@tfaconnect.com,,Salesforce
9541942,,Ralfs J?nis Pun?ns,,,punans@gmail.com,,List import
10962391,Inactive Investor,David Woods,,"Allstate Financial Services, LLC Marion IL 1303 Enterprise Way",,,Salesforce
9891887,,Tatiana Aché,,,tatiana.ache@transfero.com,,Web form fillout
11037285,Inactive Investor,Brian Laing,,Morgan Stanley Arlington VA 671 N Glebe Rd,,,Salesforce
11208378,Inactive Investor,Michael Kline,Associate Partner;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,michael.kline@corient.com,,Salesforce
9561550,,Kenneth Graci,,,ken.graci@securitiesamerica.com,,List import
10657805,,Ted Putbress,,,tputbress@osaicwealth.com,,List Import
9635556,,Christina Henson,,,chenson@sjhl.com,,List import
10839490,Inactive Investor,Orrin Magill,,Park Avenue Securities LLC Greensboro NC 3707 W Market St,orrin_magill@glic.com,,Salesforce
9580341,,Rudolf Millisits,"Chief Compliance Officer, Chief Executive Officer, Co-Founder, Manager, Managing Member","Connective Portfolio Management, LLC",rmillisits@connectivepm.com,212-332-7932,List import
9587282,,Ishaan Jaffer,,,ishaanjaffer0324@gmail.com,,List import
10903462,Inactive Investor,James Auw,Associate Vice President - Investments;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Boise ID 800 W Main St",,,Salesforce
10985269,Inactive Investor,Kelli Adams,Senior Wealth Advisor,"The Colony Group, LLC Wellesley Hills MA 93 Worcester St",kelli.adams@thecolonygroup.com,,Salesforce
11011552,Inactive Investor,Chelsey Watson,,J.P. Morgan Securities LLC Rockwall TX 573 Laurence Dr,chelsey.watson@jpmorgan.com,,Salesforce
9611733,,wuhua ma,,,173652657@qq.com,,List import
11124592,Inactive Investor,Rachel Lee,Wealth Management Consultant,"U.S. Bancorp Investments, Inc. Saint Paul MN 2650 County Road E East",rachel.lee@usbank.com,,Salesforce
10619743,,Jason Patel,,,jason.patel@raymondjames.com,,List Import
205764,,Robert Copp,,[Unknown],lowyder993s@yahoo.com,,Direct
10962771,Inactive Investor,August Allendorf,Financial Advisor,PNC Investments Norwalk OH 25 E Monroe St,august.allendorf@pnc.com,,Salesforce
10910525,Inactive Investor,Eileen Curran,Private Client Advisor,J.P. Morgan Securities LLC Oak Park IL 1048 Lake St,eileen.curran@jpmorgan.com,,Salesforce
11159611,Inactive Investor,Neil Renner,,NYLIFE Securities LLC Edison NJ 379 Thornall St,nrenner01@ft.newyorklife.com,,Salesforce
9611732,,D M,,,byairh7@gmail.com,,List import
10811622,Inactive Investor,Brendan Murphy,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,brendan.murphy@ubs.com,,Salesforce
9606706,,Rohit Shah,,,rohit.shah@moorecap.com,,List import
11071743,Inactive Investor,Sheetal Patel,Financial Planning Analyst;Practice Associate,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",sheetal.patel@ampf.com,,Salesforce
10797803,Inactive Investor,Muhammed Kaleel,Chief Compliance Officer;Founder;President,"Kaleel Investment Advisors, LLC Boston MA 77 Franklin St",,,Salesforce
11146764,Inactive Investor,Justin Carter,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",justin.a.carter@ml.com,,Salesforce
10865032,Inactive Investor,Andrew Schnipke,Financial Services Professional,"MML Investors Services, LLC Fort Wayne IN 12812 Coldwater Rd",aschnipke@financialguide.com,,Salesforce
9551341,,Nicholas Wiseman,,,nicholas.wiseman@nisanet.com,,List import
11044507,Inactive Investor,Robin Ponciroli,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11137924,Inactive Investor,Amy Wyatt,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Davidson NC 130 Harbour Place Dr,awyatt@rwbaird.com,,Salesforce
11072039,Inactive Investor,Rufus Cressend,Private Wealth Advisor,"Ameriprise Financial Services, LLC Metairie LA 3939 N Causeway Blvd",rufus.p.cressend@ampf.com,,Salesforce
11015139,Inactive Investor,Sonya Coleman,,"Bankers Life Securities, Inc. Glen Burnie MD 799 Cromwell Park Dr",sonya.coleman@bankerslife.com,,Salesforce
11187745,Inactive Investor,Manli Liu,,NYLIFE Securities LLC Lake Worth FL Private Residence,mliu09@ft.newyorklife.com,,Salesforce
11254421,Inactive Investor,Rosanna Coviello,Alternative Investments;Compliance Officer,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,,,Salesforce
11201212,Inactive Investor,Samuel Schwing,Chief Compliance Officer;Vice President,"Walter C. Flower & Co., Inc New Orleans LA 408 Magazine St",,,Salesforce
351699,,John Weatherly,Financial Advisor,Insight Wealth Partners,chris.weatherly@insightwp.com,972-543-4800,Manual List Upload
11149932,Inactive Investor,Christopher Crocker,,Cetera Investment Services LLC Latham NY 43 British American Blvd,chris.crocker@ceterainvestors.com,,Salesforce
9619793,,Alex Borisov,,,asborisov1@gmail.com,,List import
9618407,,Katherine Reap,,,kreap@loyolacapital.com,,List import
11032133,Inactive Investor,Brett Mattos,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,bmattos@primerica.com,,Salesforce
10612630,,Paul Marasciullo,"Financial Advisor, Vice President",,paul.marasciullo@ampf.com,,List Import
11140751,Inactive Investor,Morgan Badersnider,Advisor;Vice President,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,mbadersnider@rockco.com,,Salesforce
9548805,,George Omondi,,,omondi_g@hotmail.com,,List import
11211357,Inactive Investor,Keith Gaffney,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Boston MA 33 Arch St",kgaffney@tiaa-cref.org,,Salesforce
10992153,Inactive Investor,Erin Crocker,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11048736,Inactive Investor,Hector Meneses,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,hector.meneses@ubs.com,,Salesforce
11007501,Inactive Investor,Jaclyn Cervone,Service Associate,Morgan Stanley Cockeysville MD 303 International Cir,,,Salesforce
242780,,Rea Queenberg,Philosopher,[Unknown],reniquehenberg@yahoo.com,2.66474E+11,Database Upload
10970218,Inactive Investor,Nino Lekarczyk,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Tinley Park IL 17157 Harlem Ave,nino.lekarczyk@jpmorgan.com,,Salesforce
10811002,Inactive Investor,Angelo James,,State Farm VP Management Corp. Sioux City IA 1524 Pierce St,,,Salesforce
11110348,Inactive Investor,John Walsh,,LPL Financial LLC New Rochelle NY 56 Harrison St,john.walsh@lpl.com,,Salesforce
9587286,,Michael Patterson,,,michael.patterson@voya.com,,List import
11261939,Inactive Investor,Paul and Karen Gasparro,,Gasparro Trust,paul@eastham5.com,617-803-0102,Salesforce
349109,,Jordan Richards,"Limited Partner, Managing Partner, Manager Of General Partner",Sverica Capital Management,jordan@sverica.com,617-695-0221,Manual List Upload
10785420,Inactive Investor,Lana Watwood,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",lana_watwood@ml.com,,Salesforce
10803885,Inactive Investor,James Braaten,Financial Advisor,"Ameriprise Financial Services, LLC Savage MN 8646 Eagle Creek Cir",james.2.braaten@ampf.com,,Salesforce
11192312,Inactive Investor,John O'Keefe,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,jokeefe@focusfinancial.com,,Salesforce
10988882,Inactive Investor,Yanning Shi,,"Globalink Securities, Inc.",gloria.shi@globalinkusa.com,,Salesforce
11002124,Inactive Investor,Ricardo Enriquez,,PFS Investments Inc. Elk Grove CA 9245 Laguna Springs Dr,renriquez.85ylw@primerica.com,,Salesforce
343120,,Christopher Pascuzzi,Chief Financial Officer,"Schneider Downs Wealth Management Advisors, Lp",cpascuzzi@schneiderdowns.com,412-697-5200,Manual List Upload
98875,,Jamil Grady,,N/A,gradywilliamsjamil@yahoo.com,4144186764,Web Form
10819640,Inactive Investor,Brandon Lyons,Client Service Associate,Morgan Stanley,,,Salesforce
10975903,Inactive Investor,Gregory Drozdow,Financial Advisor,"Certior Financial Group, LLC Adventura FL 2980 NE 207th St",,,Salesforce
11254551,Inactive Investor,Tanis Beatty,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10804799,Inactive Investor,Jonathan Fung,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",jonathan.fung@alliancebernstein.com,,Salesforce
11168357,Inactive Investor,Mary McGovern,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Oak Brook IL 2211 York Rd,mary.mcgovern@morganstanley.com,,Salesforce
11025255,Inactive Investor,Valbona Capri,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",valbona.capri@ml.com,,Salesforce
11000159,Inactive Investor,Allison Shenoy,Senior Vice President,Neuberger Berman BD LLC,allison.shenoy@nb.com,,Salesforce
9645214,,Damian jose Antonio Campos Rosemberg,,,jcampos015@hotmail.com,,List import
9556122,,sharad patel,,,msmsharad1@gmail.com,,List import
10763219,Inactive Investor,Peter Torchia,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",peter_t_torchia@ml.com,,Salesforce
10977266,Inactive Investor,Christian Villasin,,PFS Investments Inc. Lombard IL 55 W 22nd St,aky83@primerica.com,,Salesforce
10812428,Inactive Investor,Robert Netzly,Chief Executive Officer;Regulatory Contact,"Inspire Investing, LLC",robert.netzly@inspireinvesting.com,,Salesforce
9589379,,Eric Aanes,,,eric@tituswealth.com,,List import
10952967,Inactive Investor,Minjeong Kang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",minjeong.kang@ml.com,,Salesforce
11124554,Inactive Investor,Janelle Rodrigue,,NYLIFE Securities LLC New Iberia LA 609 Jefferson Ter,jrodrigue@ft.newyorklife.com,,Salesforce
10869290,Inactive Investor,Mary Moore,,LPL Financial LLC Branson MO 400 S Business US Hwy 65,mary.moore@lpl.com,,Salesforce
11087490,Inactive Investor,Jasmine Garrett,,Fidelity Brokerage Services LLC Katy TX 23501 Cinco Ranch Blvd,,,Salesforce
10974326,Inactive Investor,Deborah Jackson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11228521,Inactive Investor,Matthew Allen,Private Client Banker,J.P. Morgan Securities LLC Cleveland OH 11417 Euclid Ave,,,Salesforce
10847480,Inactive Investor,Robert Anderson,Financial Advisor,Edward Jones Fort Worth TX 713 W Bailey Boswell Rd,robert.anderson@edwardjones.com,,Salesforce
10841132,Inactive Investor,Allison Hogan,Financial Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,allie.hogan@morganstanley.com,,Salesforce
10951160,Inactive Investor,Rahil Patel,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",rahil.patel@prudential.com,,Salesforce
207605,,James Finkel,"Managing Member, CCO",Dynamic Credit Partners Llc,jfinkel@dynamiccredit.com,212-710-6601,Manual List Upload
9549134,,Jason Kirsch,,,jk@eminencecapital.com,,List import
10660006,,Nathan Leonardelli,,,nathan.leonardelli@fblfinancial.com,,List Import
9571201,,Zachary Zanolli,,,zachary.zanolli@pnc.com,,List import
9544882,,Patricia Swartz,,,pswartz@firstrepublic.com,,List import
9578720,,Brian Ambrosino,,,brianambrosino@gmail.com,,List import
10617139,,Keith Davison,,,keith.davison@ampf.com,,List Import
10787962,Inactive Investor,Douglas Schwegman,Financial Advisor,"Pruco Securities, LLC. Bartlesville OK 300 S Shawnee Ave",douglas.schwegman@prudential.com,,Salesforce
9601275,,Bruce Holdridge,,,bruce@standardplanning.com,,List import
11189058,Inactive Investor,Robert Young,,Jefferies LLC Houston TX 333 Clay St,ryoung@jefferies.com,,Salesforce
11053169,Inactive Investor,Thomas Kieffer,President,St. Louis Financial Planners Inc.,thomas@stlfp.com,,Salesforce
10489959,,Jonathan Rotz,,Arkadios Wealth Advisors Frisco TX 6136 Frisco Square Blvd,meredithrotz@yahoo.com,,List Import
11091440,Inactive Investor,Anthony De Leo,,"VESTECH Securities, Inc.",ade-leo@e-vestech.com,,Salesforce
11036032,Inactive Investor,Heidi Allen,Office Manager,Thrivent Investment Management Inc. Geneva IL 1797 W State St,heidi.diedrick@thrivent.com,,Salesforce
135,,,,,johnj3089@163.com,,
11003781,Inactive Investor,Amarantha Margulis,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10848577,Inactive Investor,Dominic Carlo,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9630333,,Andrew Kim,,,ansk249@outlook.com,,List import
234029,, -,,[[Unknown]],zacattacku2@gmail.com,,
11220488,,Taylor Gerard,,,tgerard@ftportfolios.com,,Other
11051133,Inactive Investor,Nicholas Gulde,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",nicholas.gulde@nm.com,,Salesforce
168890,,Gabriel Tan,,[Unknown],gabrieltkh79@gmail.com,,
11034190,Inactive Investor,Jennifer Ewart,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,jennifer.ewart@thrivent.com,,Salesforce
10926881,Inactive Investor,Jessica Tretter,Financial Planner,LPL Financial LLC Louisville KY 2323 Lime Kiln Ln,jessica.tretter@lpl.com,,Salesforce
10892245,Inactive Investor,Bonnie Jacobson,,"Farmers Financial Solutions, LLC Duluth MN 738 E Superior St",,,Salesforce
10946775,Inactive Investor,Gino Lavorgna,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10959480,Inactive Investor,Chad Worozaken,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,cworozaken@ft.newyorklife.com,,Salesforce
10932065,Inactive Investor,Jonathan Susa,,"Farmers Financial Solutions, LLC Fort Collins CO 155 Boardwalk Dr",jsusa@farmersagent.com,,Salesforce
11193975,Inactive Investor,Kevin Dotson,,PFS Investments Inc. Redlands CA 721 Nevada St,kevin.dotson@primerica.com,,Salesforce
11169645,Inactive Investor,Rodney Barber,,"MML Investors Services, LLC Auburn NY 2 Easterly Ave",rodneybarber@financialguide.com,,Salesforce
10987241,Inactive Investor,Kotaro Sakamoto,,Citigroup Global Markets Inc.,,,Salesforce
11202874,Inactive Investor,Paramita Roy,Wealth Advisor,EP Wealth Advisors Valencia CA 27441 Tourney Rd,proy@epwealth.com,,Salesforce
11096181,Inactive Investor,Stephen Sundstrom,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
58623,,Deepack Kumar,,Netherlands,deepak9191kumar76@gmail.com,,
9584736,,Pauline French,,,frenchdressing@tmail.com,,List import
10904239,Inactive Investor,Taylor Hall,,State Farm VP Management Corp. South Jordan UT 10432 S 4000 W,,,Salesforce
9549234,,Donald Johnson,,,djohnson@bpadvisors.com,,List import
11064594,Inactive Investor,Toan Nguyen,,NYLIFE Securities LLC Houston TX 9999 Bellaire Blvd,tmnguyen00@ft.newyorklife.com,,Salesforce
10778789,Inactive Investor,Joseph Caldwell,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",joe.caldwell@wellsfargoadvisors.com,,Salesforce
11020516,Inactive Investor,Megan Remigio Pena,,J.P. Morgan Securities LLC San Diego CA 9450 Scranton Rd,megan.remigio-pena@jpmorgan.com,,Salesforce
235000,, -,,[[Unknown]],mdshohelislam420@gmail.com,,
9543333,,Otto Paredes,,,o.paredes_7@yahoo.com,,List import
10805039,Inactive Investor,John Shrewsbury,,"Independent Advisor Alliance, LLC Bryant AR 612 W Commerce Dr",,,Salesforce
10959932,Inactive Investor,Kenneth Ingersoll,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
11014784,Inactive Investor,George Chiesa,,"BCI Securities, Inc.",gchiesa@bcisecurities.com,,Salesforce
10772792,Inactive Investor,Jean-Charles Lebours,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",jean-charles.f.lebours@ampf.com,,Salesforce
10935367,Inactive Investor,Douglas Woolley,,Cetera Advisors LLC Pocatello ID 416 S 4th Ave,douglas.woolley@ceteraadvisors.com,,Salesforce
11107089,Inactive Investor,Jacquelyn Herrington,,Vanguard Marketing Corporation,jacquelyn_herrington@vanguard.com,,Salesforce
10989213,Inactive Investor,Xitlali Sare Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11012543,Inactive Investor,Blair Piendak,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,blair.piendak@lpl.com,,Salesforce
9579932,,David Polansky,,,dpolansky@lowell-blake.com,,List import
9617249,,Alberto Martín,,,alberto_ayuso91@hotmail.com,,List import
10820645,Inactive Investor,Chad Gutner,,Commonwealth Financial Network Braintree MA 10 Forbes Rd,cgutner@cfnmail.com,,Salesforce
10967126,Inactive Investor,Bruce Tigges,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10930011,Inactive Investor,Basil Williams,Chief Executive Officer;Partner,"MIO Partners, Inc. New York NY 245 Park Ave",basil_williams@miopartners.com,,Salesforce
11051382,Inactive Investor,Fulton Bridges,Financial Advisor,"Navy Federal Investment Services, LLC Springfield VA 6225 Brandon Ave",fulton_bridges@navyfederal.org,,Salesforce
11117304,Inactive Investor,Victor De Simone Giordano,,Cetera Advisor Networks LLC Gilbert AZ 313 N Gilbert Rd,,,Salesforce
9544717,,Mike Walker,,,mike@walkerclan.com,,List import
10928017,Inactive Investor,David Stoner,,Fidelity Brokerage Services LLC,,,Salesforce
11071868,Inactive Investor,Keith Kline,,"Raymond James Financial Services, Inc. Murfreesboro TN 3110 Memorial Blvd",keith.kline@raymondjames.com,,Salesforce
11131743,Inactive Investor,Jennifer Kasker,Executive Director,UBS Financial Services Inc.,jennifer.kasker@ubs.com,,Salesforce
10794535,Inactive Investor,Andrew Graham,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,agraham@rwbaird.com,,Salesforce
10825260,Inactive Investor,Lindsey Seagraves,Chief Compliance Officer,Carson Advisory Group,,,Salesforce
10879454,Inactive Investor,Nicholas Armiger,,J.P. Morgan Securities LLC Mount Pleasant SC 960 Houston Northcutt Blvd,,,Salesforce
11127297,Inactive Investor,Edgar Pelfrey,,"Osaic Wealth, Inc. Grants Pass OR Private Residence",,,Salesforce
11195136,Inactive Investor,Lisa Broome,Director - Investments,"Goal Quest Advisors, LLC",lbroome@goalqueste.com,,Salesforce
11201112,Inactive Investor,Henry Lewis,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Manager,Hunter Lewis LLC Charlottesville VA 2300 Commonwealth Dr,hhlewis@hunterlewisllc.com,,Salesforce
10891404,Inactive Investor,Blanca Sola,,Fidelity Brokerage Services LLC,blanca.sola@fidelity.com,,Salesforce
10952064,Inactive Investor,Tanner Seabourn,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
225198,,Sean Emory,Managing Member,Avory & Co.,sean@avoryco.com,305-306-9494,Manual List Upload
10614819,,Dennis Ryan,Financial Advisor,,dennis.ryan@morganstanley.com,,List Import
11092772,Inactive Investor,Louis Murphy,Partner;Vice President,"Brown, Lisle/Cummings, Inc.",lmurphy@brownlc.com,,Salesforce
11107461,Inactive Investor,Giselle Pater,Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,giselle.pater@morganstanley.com,,Salesforce
10969736,Inactive Investor,Nga Ha,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,nkha@ft.newyorklife.com,,Salesforce
235951,, -,,[[Unknown]],mperkins@aasciences.com,,
9594679,,William Quigley,,,william@opskins.com,,List import
10792248,Inactive Investor,Derrigan Sheedy,Financial Advisor,NWF Advisory Services Inc,dsheedy@nwfadvisory.com,,Salesforce
11073061,Inactive Investor,Jad Atallah,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,jad.atallah@us.hsbc.com,,Salesforce
10991058,Inactive Investor,Eric Chapman,Chief Compliance Officer;Managing Member,CM20 Wealth Management,,,Salesforce
10861415,Inactive Investor,William Izykowski,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntersville NC 8700 Sam Furr Rd",bill.izykowski@schwab.com,,Salesforce
5742405,,محمد عيسى,,,mahammedeasa2021@gmail.com,,Web form fillout
9890753,,Mary Bare,,,winflora@icloud.com,,Web Form Fillout
10776591,Inactive Investor,John Hogan,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",quinn.hogan@nm.com,,Salesforce
11149688,Inactive Investor,Richard Sullivan,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10828660,Inactive Investor,Lea Garraffa,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",l.ariel.garraffa@ml.com,,Salesforce
159915,,Jisun Kim,,[Unknown],doeadeer@naver.com,,
11033224,Inactive Investor,Nicholas Marchelos,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",nmarchelos@nationallife.com,,Salesforce
10614064,,Michael Starr,"Financial Advisor, Managing Director",,mike.starr@rbc.com,,List Import
9578790,,Stephen McManus,,,smcmanus@ftbadvisors.com,,List import
10819160,Inactive Investor,Brice McMahon,Financial Advisor,"Moors & Cabot, Inc.",bmcmahon@moorscabot.com,,Salesforce
10769183,Inactive Investor,Eric Klein,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,eric.m.klein@jpmorgan.com,,Salesforce
10772359,Inactive Investor,Nayana Darrah,Assistant Vice President;Wealth Management Associate,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,nayana.dove@morganstanley.com,,Salesforce
11229776,Inactive Investor,Shade Hewitt,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",shade.hewitt@nm.com,,Salesforce
9618924,,Daniel Furtado,,,dan@phillyfin.com,,List import
10813596,Inactive Investor,Mark Woody,Private Wealth Advisor,"Ameriprise Financial Services, LLC Norman OK 581 Merchant Dr",mark.e.woody@ampf.com,,Salesforce
11203901,Inactive Investor,Kylie Salyards,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10846260,Inactive Investor,Matthew Witschel,,"Buckman, Buckman & Reid, Inc.",,,Salesforce
11106555,Inactive Investor,Kelly Vasel,Investment Specialist,UBS Financial Services Inc.,kelly.vasel@ubs.com,,Salesforce
10884236,Inactive Investor,Jonathan Gragg,,Cetera Advisor Networks LLC Redondo Beach CA 225 Avenue I,graggj@ceteranetworks.com,,Salesforce
1004239,Inactive Investor,Steven Cupchak,,Steven Cupchak,sjcupchak@aol.com,,3rd Party Lead Gen
9645454,,Eyal Moyal,,,eyal.moyal80@gmail.com,,List import
10874144,Inactive Investor,Wynne Wan,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",wynne.wan@nm.com,,Salesforce
226297,,Steven -,,"KnowNow, LLC",slmaiorano@gmail.com,,Initial Salesforce Import
11103627,Inactive Investor,Timothy Burkhart,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,chris.burkhart@lpl.com,,Salesforce
10954528,Inactive Investor,Payden Hays,,J.P. Morgan Securities LLC Lafayette LA 1233 Kaliste Saloom Rd,payden.m.hays@jpmorgan.com,,Salesforce
10784267,Inactive Investor,Jonquil Funderburk,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jfunderburk@tiaa-cref.org,,Salesforce
11111862,Inactive Investor,William Mestre Mijares,,"Wells Fargo Clearing Services, LLC Hollywood FL 8900 Pines Blvd",,,Salesforce
9599257,,Thomas Goldman,,,thomas@cjadvisory.com,,List import
10970516,Inactive Investor,Nico Barton,,J.P. Morgan Securities LLC Larchmont NY 125 Chatsworth Ave,nico.f.barton@chase.com,,Salesforce
11058187,Inactive Investor,James Slavin,,PFS Investments Inc. West Chester PA 1595 Paoli Pike,james.slavin@primerica.com,,Salesforce
11035951,Inactive Investor,David Mazzetti,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wallkill NY 23 Wallkill Ave",david.j.mazzetti@ampf.com,,Salesforce
9591763,,David Oaten,,,david.oaten@401k4usa.com,,List import
374528,,Dale Davenport,,[Unknown],dalewdavenport@gmail.com,,Yahoo! Natural Search
11092897,Inactive Investor,William Barker,,The Huntington Investment Company Plymouth MI 186 S Main St,bill.barker@huntington.com,,Salesforce
10822850,Inactive Investor,Parker Weber,Associate,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,,,Salesforce
10810135,Inactive Investor,Dwight Dudas,Financial Advisor,"Pruco Securities, LLC. Harleysville PA Private Residence",dwight.dudas@prudential.com,,Salesforce
124339,,Benjamin Schwartz,Wealth Manager,"Plancorp, Llc",ben@plancorp.com,(314) 569-0500,Manual List Upload
11183566,Inactive Investor,Sidney Foushee,,"Next Financial Group, Inc. Mooresville NC Private Residence",sfoushee@nextfinancial.com,,Salesforce
9544125,,Sy Lippman,,,slippman@lsadvisors.com,,List import
11133142,Inactive Investor,James Reitzel,,"Centaurus Financial, Inc. Doylestown PA Private Residence",jreitzel@cfiemail.com,,Salesforce
10799524,Inactive Investor,Patrick Brosnan,,"Capitol Securities Management, Inc. Tampa FL 601 S Harbour Island Blvd",pbrosnan@capitolsecurities.com,,Salesforce
227085,, -,,[[Unknown]],chestman@iafrica.com,,Organic Search
10979747,Inactive Investor,Kedar Rajmachikar,,"Farmers Financial Solutions, LLC Orange CA 333 City Blvd W",krajmachikar@farmersagent.com,,Salesforce
9619824,,James Anderson,,,jrandersonkc@gmail.com,,List import
11149946,Inactive Investor,Phillip O'Dell,,Edward Jones Crystal River FL 1124 N Suncoast Blvd,,,Salesforce
11219569,,Spencer David,,,spencer.david@mfin.com,,Other
11101589,Inactive Investor,Dana Walker,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Q(X) Branch Reserve Investments LLC,,,Salesforce
9587582,,Brian Seaman,,,brian@capitalplanninggroupllc.com,,List import
11209767,Inactive Investor,Stephen Cooper,Financial Advisor,LPL Financial LLC Bridgeville PA 1350 Old Pond Rd,stephen.d.cooper@lpl.com,,Salesforce
11093773,Inactive Investor,Hondo Schaeffer,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,hdschaeffer@ft.newyorklife.com,,Salesforce
10828955,Inactive Investor,Alexander Marks,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",alexander.marks@schwab.com,,Salesforce
11034882,Inactive Investor,Mark Gadberry,,PFS Investments Inc. Upland CA 151 D St,mark.gadberry@primerica.com,,Salesforce
371184,,Nishith Patel,,United States,nhsd_4@yahoo.com,,source
9645495,,tylor jiang,,,562546493@qq.com,,List import
10791547,Inactive Investor,Joseph Zanca,Financial Advisor,"Citizens Securities, Inc. Braintree MA 865 Washington St",joseph.f.zanca@citizenssecurities.com,,Salesforce
10787565,Inactive Investor,Daniel Kaczmarski,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,daniel.kaczmarski@fidelity.com,,Salesforce
11011183,Inactive Investor,Reda Moussaid,,J.P. Morgan Securities LLC Waltham MA 1030 Main St,reda.moussaid@jpmorgan.com,,Salesforce
9599573,,Kyle Wirth,,,kyle.wirth@foolwealth.com,,List import
11220895,,Robert Meeder,,,bobjr@meederfinancial.com,,List Import
10868671,Inactive Investor,Victor Newman,,LPL Financial LLC Columbus OH 4900 Reed Rd,victor.newman@lpl.com,,Salesforce
10971795,Inactive Investor,Tyler Picillo,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10891150,Inactive Investor,Maren Sanders,Financial Advisor,Edward Jones Rockford IL 109 N Show Place Dr,maren.sanders@edwardjones.com,,Salesforce
10989841,Inactive Investor,Johnathan Roberts,Financial Advisor,"Auxin Group Wealth Management, LLC",john@auxingroupwm.com,,Salesforce
11232447,Inactive Investor,Christina Lipari,,"Empower Financial Services, Inc",,,Salesforce
10918979,Inactive Investor,Gavin Seal,,"Allstate Financial Services, LLC Salt Lake City UT 6364 S Highland Dr",gavinseal@allstate.com,,Salesforce
10930104,Inactive Investor,Jeffrey Paytas,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,jeffrey.paytas@fidelity.com,,Salesforce
11260346,Inactive Investor,Bobby Moore,Executive Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
45635,,Michael Clifford,Financial Associate,Thrivent Investment Management Inc.,michael.clifford@thrivent.com,678-475-0350,
10885459,Inactive Investor,Payton Lutz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10916038,Inactive Investor,Kevin Simpher,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Saint Louis MO 231 S Bemiston Ave",kevin.simpher@wellsfargoadvisors.com,,Salesforce
11082608,Inactive Investor,Marcus Killough,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,marcus.killough@jpmorgan.com,,Salesforce
10930201,Inactive Investor,Elizabeth Cararini,,"Osaic Wealth, Inc. Irwin PA 4020 Rte 130",,,Salesforce
11027368,Inactive Investor,Meghan Doherty,Financial Planner,"Nationwide Securities, LLC Dunedin FL Private Residence",doherm2@nationwide.com,,Salesforce
11085059,Inactive Investor,David Parker,Financial Advisor;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,david.t.parker@morganstanley.com,,Salesforce
9549600,,jay MILLER,registered rep,"JAY P. MILLER, CLU AEP new york life",jaypmiller@ft.newyorklife.com,19147603986,List import
11028998,Inactive Investor,Brian Kawano,Financial Advisor,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,brian.kawano@lpl.com,,Salesforce
11212286,Inactive Investor,Rebecca Nailon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10838567,Inactive Investor,Ronald Yeaton,Financial Advisor,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,ronald.yeaton@lpl.com,,Salesforce
11207668,Inactive Investor,Michael Smith,Member,"Focus Advisory, LLC Everett WA Private Residence",,,Salesforce
11164544,Inactive Investor,Kraig Pivnick,,Sovereign Global Advisors LLC,,,Salesforce
238891,,Lev Haupt,,[Unknown],whitercoffe@gmail.com,,
11150416,Inactive Investor,Paige Wasser,Assistant Vice President;Business Development Associate,Morgan Stanley Baltimore MD 1201 Wills St,,,Salesforce
10771842,Inactive Investor,Aaron Fox,Vice President,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11182563,Inactive Investor,Susan Ihle,,State Farm VP Management Corp. Mililani HI 100 Kahelu Ave,susan.ihle.jm80@statefarm.com,,Salesforce
11035099,Inactive Investor,Byron Akers,Financial Advisor,"Ameriprise Financial Services, LLC Prestonsburg KY 5311 KY Rte 321",keith.akers@ampf.com,,Salesforce
11103793,Inactive Investor,Rachel Wagner,Registered Principal,LPL Financial LLC San Francisco CA 1250 Jones St,rachel.wagner@lpl.com,,Salesforce
11024783,Inactive Investor,Jason Thurow,,PFS Investments Inc. La Crosse WI 601 7th St N,jthurow.69xvb@primerica.com,,Salesforce
164294,,Queen Latifa,,[Unknown],aron.overton@gmail.com,,Direct
11078652,Inactive Investor,Joseph Giles,Vice President,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",joseph.giles2@equitable.com,,Salesforce
9573812,,Candra Hartinah,,,prasetiacandra6@gmail.com,,List import
10961663,Inactive Investor,Corey Kreston,,Vanguard Marketing Corporation,corey_kreston@vanguard.com,,Salesforce
10783908,Inactive Investor,Anthony Parmisano,Institutional Consultant;Portfolio Manager;Senior Vice President,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,anthony.parmisano@morganstanley.com,,Salesforce
10764731,Inactive Investor,Stephanie Zayicek,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Hampton Bays NY 223 W Montauk Hwy",stephanie.zayicek@rbc.com,,Salesforce
348437,,Kenneth Brotman,Director,"Acon Latam Management, Llc",kbrotman@aconinvestments.com,202-454-1100,Manual List Upload
10750252,Inactive Investor,Jorge Rodriguez-Bonano,,"Investment Planners, Inc. San Juan 252 Ave Ponce de Leon",,,Salesforce
10614410,,William Katz,"Financial Advisor, Financial Representative",,william_katz@glic.com,,List Import
11152262,Inactive Investor,Brian McNally,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",brian.mcnally@ml.com,,Salesforce
10796008,Inactive Investor,Claude Parrott,Financial Advisor,"Raymond James & Associates, Inc. Kingsport TN 455 W Sullivan St",mike.parrott@raymondjames.com,,Salesforce
11152323,Inactive Investor,Nicole Singleton,,"Raymond James Financial Services, Inc. Fredericksburg TX 303 S Washington St",nicole.singleton@raymondjames.com,,Salesforce
345087,,Samir Patel,Principal,Askeladden Capital,spatel@askeladdencapital.com,682-553-8302,Manual List Upload
10011023,,Sabrina Bell,,,rhebock2@gmail.com,4849192152,Web Form Fillout
10887618,Inactive Investor,Jae-Hak Ko,,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",jaehak.ko@tfaconnect.com,,Salesforce
10957624,Inactive Investor,Michael Fiorese,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
11208314,Inactive Investor,Paul Lyons,FINOP;Principal Financial Officer,Sanders Morris LLC Dallas TX 5950 Sherry Ln,,,Salesforce
9585422,,Jon Chesshire,,,jchesshire@clrbrk.com,,List import
11039580,Inactive Investor,Christopher Streich,,Cetera Investment Services LLC Latham NY 43 British American Blvd,christopher.streich@ceterainvestors.com,,Salesforce
10944950,Inactive Investor,Unman Tay,,State Farm VP Management Corp. Honolulu HI 3615 Harding Ave,tina.tay.mgov@statefarm.com,,Salesforce
11139852,Inactive Investor,Natalie Johnson,,Redbridge Securities LLC,natalie.johnson@rbsecurities.com,,Salesforce
11199779,Inactive Investor,Xy Johnson,Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",xy.johnson@prudential.com,,Salesforce
11056482,Inactive Investor,Gajalakshmi Ramkumar,,J.P. Morgan Securities LLC Arlington Heights IL 43 E Golf Rd,gajalakshmi.p.ramkumar@chase.com,,Salesforce
11184603,Inactive Investor,Seth Libert,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Boston MA 28 State St,seth.libert@morganstanley.com,,Salesforce
76233,,Eric Eickhoff,Financial Consultant,Thrivent Investment Management Inc.,eric.eickhoff@thrivent.com,920-451-1775,
11006917,Inactive Investor,Matthew Alcorn,Financial Advisor,Edward Jones Webb City MO 1715 S Madison St,matthew.alcorn@edwardjones.com,,Salesforce
9566545,,Mark Donovan,,,mdonovan@fscadvisor.com,,List import
9621121,,David Samuels,,,david.blueribbon@gmail.com,,List import
11217084,,Nicholas Lane,,,nick.lane@equitable.com,,Other
10957361,Inactive Investor,Jace Meade Slater,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10906158,Inactive Investor,Stephen Grande,Investment Advisor Representative,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",steve.grande@voya.com,,Salesforce
11044713,Inactive Investor,Jarrod De Santis,,"MML Investors Services, LLC",,,Salesforce
226779,,charles -,,metro realty,cepoole2@yahoo.com,3044228794,Initial Salesforce Import
9628789,,Chris Alter,,,christopher.alter@gmail.com,,List import
10970588,Inactive Investor,Benjamin Athens,Private Wealth Advisor;Vice President,"Americana Partners, LLC",bathens@americanapartners.com,,Salesforce
10647719,,Dale Wolberg,,,dwolberg@redhawkwa.com,,List Import
10361466,,[Unknown],,,clandestined@gmail.com,,Web Form Fillout
11001260,Inactive Investor,William Lehman,,The Huntington Investment Company Washington PA 10 Trinity Point Dr,william.lehman@huntington.com,,Salesforce
11158409,Inactive Investor,Peter Lau,,"Buckman, Buckman & Reid, Inc.",gpetersen@buckmanbuckman.com,,Salesforce
10880377,Inactive Investor,Jacquelyn Marquardt,,Cash App Investing LLC,,,Salesforce
11000217,Inactive Investor,Martin Jones,,"Allstate Financial Services, LLC Brenham TX 1006 E Blue Bell Rd",martinjones@allstate.com,,Salesforce
10883416,Inactive Investor,Jamie Roach,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,jroach@rwbaird.com,,Salesforce
10915871,Inactive Investor,Sarah Kaplan,Financial Planner,Commonwealth Financial Network Rockville MD 1101 Wootton Pkwy,skaplan@commonwealth.com,,Salesforce
10885165,Inactive Investor,Yaldez Abdel Samed,Financial Advisor,"Citizens Securities, Inc. East Hampton CT 8 E High St",lisa.abdel-samed@citizenssecurities.com,,Salesforce
9545289,,Alexander Tufel,,,alextufel@hotmail.com,,List import
9642193,,alireza shahmir barzoki,,,alirezashahmiir@gmail.com,,List import
10878691,Inactive Investor,Nicole Chapple,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",nicole.chapple@ml.com,,Salesforce
11050935,Inactive Investor,Richard Terlau,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative,Investment Answers,travis@investmentanswers.net,,Salesforce
10982278,Inactive Investor,Jose Pena,Personal Banker,"Wells Fargo Clearing Services, LLC The Villages FL 720 Kristine Way",jose.pena2@wellsfargo.com,,Salesforce
194590,,Clark Moraign,,[Unknown],clark.moraign@yahoo.com,,source
11035660,Inactive Investor,Bradley Kolowski,Financial Advisor,Edward Jones Garden City KS 1601 E Mary St,bradley.kolowski@edwardjones.com,,Salesforce
10890416,Inactive Investor,Brooke Gypson,,"Osaic Wealth, Inc. Middleport NY 15 Main St",,,Salesforce
10897517,Inactive Investor,Joseph Freedland,,"Capital Investment Group, Inc.",,,Salesforce
10992530,Inactive Investor,Breanna Mcneal,,PFS Investments Inc. Monroe LA 1707 Shannon St,bmcneal@primerica.com,,Salesforce
9585674,,Moatir Ahmed,,,moatir.ahmed@fmr.com,,List import
9618750,,Suvarna Kutty,,,suvarna@nokomiscapital.com,,List import
7524779,,Hang Sok,,,vapimoy299@cyclesat.com,,Web Form Fillout
10973577,Inactive Investor,Samantha Stephenson,,Vanguard Marketing Corporation,samantha_stephenson@vanguard.com,,Salesforce
10822651,Inactive Investor,Jeffrey Donoho,,NYLIFE Securities LLC Mount Vernon IL 1121 Broadway St,jrdonoho@ft.newyorklife.com,,Salesforce
11218475,,Gustavo Diaz,,,gustavo.diaz@jpmorgan.com,,List Import
9611673,,jon crocker,,,joncrocker77@gmail.com,,List import
11234168,Inactive Investor,Ashley Rizzo,,"Fortune Financial Services, Inc. Erie PA 1946 W 26th St",,,Salesforce
11260973,Inactive Investor,Ronald Reitz,Financial Consultant,Horizon Wealth Management,,,Salesforce
10971356,Inactive Investor,Axel Roque,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9554715,,Brock Goodwin,,,brock.goodwin@fidelity.com,,List import
11057987,Inactive Investor,Nick Sharp,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11178029,Inactive Investor,Brittney Varrasse,,Vanguard Marketing Corporation,brittney_varrasse@vanguard.com,,Salesforce
11090809,Inactive Investor,Kevin Ewing,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",kevin.ewing@ml.com,,Salesforce
11021141,Inactive Investor,Emily Banks,,J.P. Morgan Securities LLC Muncie IN 1635 W McGalliard Rd,emily.c.oneal@chase.com,,Salesforce
10993919,Inactive Investor,Jeffrey Kinsler,Financial Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,jeff.kinsler@lpl.com,,Salesforce
235903,, -,,[[Unknown]],cemyogurtcu@gmail.com,,Organic Search
10932197,Inactive Investor,Tamela Matuska,,MWA Financial Services Inc. Yankton SD 508 W 23rd St,tamela.l.matuska@mwarep.org,,Salesforce
10618551,,Diana Nyman,,,diana.nyman@ml.com,,List Import
9587785,,Paul Ogilvie,,,paul.ogilvie@transamerica.com,,List import
11079720,Inactive Investor,Brian McNally,Financial Advisor,Edward Jones Peachtree City GA 1280 Hwy 74 S,brian.mcnally@edwardjones.com,,Salesforce
11193986,Inactive Investor,Robert Palmer,Financial Advisor,"VALIC Financial Advisors, Inc. Saint Louis MO 12312 Olive Blvd",,,Salesforce
10888340,Inactive Investor,Gabriel Vasquez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",gabriel.vasquez@schwab.com,,Salesforce
10797264,Inactive Investor,Keith Leece,,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",keith.leece@tiaa-cref.org,,Salesforce
11136501,Inactive Investor,Dan Nguyen,,Essex Securities LLC,dnguyen@essexsecurities.com,,Salesforce
9633852,,Charles Tong,,,charlestong366@gmail.com,,List import
10907238,Inactive Investor,Patrick Andrews,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",,,Salesforce
9558080,,Lisa Laboo,,,lisa.laboo@securitiesamerica.com,,List import
11169068,Inactive Investor,James Daehler,,"Raymond James Financial Services, Inc. Portsmouth OH 429 2nd St",james.daehler@raymondjames.com,,Salesforce
9603608,,Paul Marino,,,pauliemarino@gmail.com,,List import
11113891,Inactive Investor,Daniel McGrain,Financial Advisor,"Equitable Advisors, LLC Omaha NE 1111 N 102nd Ct",daniel.mcgrain@equitable.com,,Salesforce
9571905,,Chooch Jewell,,,mark.jewell@duediligenceworks.com,,List import
11184929,Inactive Investor,Paul Jarvis,,"Avantax Investment Services, Inc. Englewood CO 7853 E Arapahoe Ct",,,Salesforce
10779236,Inactive Investor,Robert Saunders,Financial Advisor;Financial Planning Specialist,Morgan Stanley Winston-Salem NC 100 N Main St,rob.saunders@morganstanley.com,,Salesforce
10596132,,Andros Garcia,,,garciaandros@gmail.com,,Web Form Fillout
11104979,Inactive Investor,Michael Guido,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,michael.guido@ubs.com,,Salesforce
9547961,,Tony Panhhavong,,,tpanhhavong@gmail.com,,List import
11079596,Inactive Investor,Anna Grinchuk,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",anna.grinchuk@nm.com,,Salesforce
10929463,Inactive Investor,Tri Nguyen,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,,,Salesforce
11152395,Inactive Investor,Shawn Kreifels,,State Farm VP Management Corp. Lincoln NE 570 Fallbrook Blvd,,,Salesforce
10848455,Inactive Investor,Sarah Drinkall,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",sarah.drinkall@ml.com,,Salesforce
9647111,,Yusu Ero?lu,,,yusuferoglu1974@gmail.com,,List import
10798753,Inactive Investor,Kirby McDonald,,Cetera Advisors LLC Omaha NE 9290 W Dodge Rd,kirby.mcdonald@ceteraadvisors.com,,Salesforce
11035831,Inactive Investor,Leonel Chaves,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2540 Broadway,leonel.l.chavez@jpmorgan.com,,Salesforce
9582793,,Cordell Wistisen,,,cordell.wistisen@cusonet.com,,List import
10994156,Inactive Investor,Samuel Norman,,J.P. Morgan Securities LLC Brooklyn NY 2401 Ralph Ave,samuel.norman@jpmorgan.com,,Salesforce
10956105,Inactive Investor,Hunter Kelly,Chief Compliance Officer;Lead Planner;Owner,Palm Valley Wealth Management LLC,,,Salesforce
11116859,Inactive Investor,Jacob Ogle,Financial Advisor,"Osaic Wealth, Inc. Oklahoma City OK 211 N Robinson Ave",,,Salesforce
11156855,Inactive Investor,Amy Sgarlato,,"Equitable Advisors, LLC Fredericksburg VA 107 Amelia St",amy.sgarlato@equitable.com,,Salesforce
352055,,Gina Denardo,Assistant Controller,"Nautic Partners, Llc",gdenardo@nautic.com,401-278-6770,Manual List Upload
10834067,Inactive Investor,James Panter,,"Osaic Wealth, Inc. Blue Ridge GA 3830 E 1st St",,,Salesforce
10758072,Inactive Investor,Matthew Baitinger,Financial Advisor;Portfolio Manager,Morgan Stanley Glens Falls NY 86 Glen St,matthew.baitinger@morganstanley.com,,Salesforce
182817,,Richard Johns,,[Unknown],richarddjohns@gmail.com,,Organic Search
9567512,,Luke Flint,,,lukeflint@gmail.com,,List import
9564442,,Sounia Arbib,,,sounia.arbib@hotmail.com,,List import
11192061,Inactive Investor,Jason Dugan,,"Raymond James Financial Services, Inc. Montoursville PA 190 Choate Cir",jason.dugan@raymondjames.com,,Salesforce
11128621,Inactive Investor,Brandon Johnson,,"First Citizens Investor Services, Inc. Mooresville NC 150 Williamson Rd",brandon.johnson@firstcitizens.com,,Salesforce
37416,,Stephen Lorentz,Vice President - Investments,"Synovus Securities, Inc.",stephenlorentz@synovus.com,706-325-2481,
10772256,Inactive Investor,John Wolfe,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,john.wolfe@ubs.com,,Salesforce
11080014,Inactive Investor,Amanda Schreeg,Financial Advisor,Edward Jones Fishers IN 9003 Technology Ln,amanda.schreeg@edwardjones.com,,Salesforce
9592997,,Joshua Paget,,,jsrpaget@gmail.com,,List import
11049345,Inactive Investor,John Worden,,LPL Financial LLC Knoxville TN 422 S Gay St,john.worden@lpl.com,,Salesforce
11019197,Inactive Investor,Garett Koch,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
226082,,Tony -,,Agile1,tpietrocola@gmail.com,4405528560,Initial Salesforce Import
10789111,Inactive Investor,David Strege,Chairman;Senior Fee-Only Financial Planner,Syverson Strege,dstrege@onlyworkforyou.com,,Salesforce
10834924,Inactive Investor,Brian Odelli,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",,,Salesforce
10954010,Inactive Investor,Nicholas Brandon,,Fidelity Brokerage Services LLC,,,Salesforce
10680348,,Kristin Wollam,,,kristin.wollam@morganstanley.com,,List Import
204355,,Bhasi Kaithamana,,[Unknown],bhasi@yahoo.com,,
9541660,,mark tutt,,,marsik_126@hotmail.com,,List import
11230710,Inactive Investor,Heather Axford,Financial Advisor,LPL Financial LLC Grand Island NE 115 N Webb Rd,heather.a.axford@lpl.com,,Salesforce
10645561,,David Althoff,,,david.althoff@duffandphelps.com,,List Import
11182998,Inactive Investor,George Schopper,,Momentum Independent Network Inc. River Falls WI Private Residence,gschopper@momentumin.com,,Salesforce
11193969,Inactive Investor,Paolo Saggese,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,psaggese@primerica.com,,Salesforce
10997706,Inactive Investor,Steven Hart,,"Fifth Third Securities, Inc. Largo FL 12360 Indian Rocks Rd",steven.hart@53.com,,Salesforce
9551474,,Ebon Bokody,,,ebon@exponentialtrading.com.au,,List import
10889239,Inactive Investor,Christopher Morgan,Owner,Christopher B. Morgan,,,Salesforce
9605495,,Thomas Russo,,,thomas.a.russo@grglancaster.com,,List import
10998881,Inactive Investor,Marcus Richards,,J.P. Morgan Securities LLC Brooklyn NY 9601 Foster Ave,marcus.richards@jpmorgan.com,,Salesforce
10799688,Inactive Investor,Joan Tucker-White,Financial Advisor,"Voya Financial Advisors, Inc.",joan.tucker@voyafa.com,,Salesforce
9595383,,Jeffrey Parkhurst,President And Chief Compliance Officer,Halcyon Global Advisors,jakhtar@hbk.com,,List import
11190194,Inactive Investor,Lucianna Molinari,Financial Advisor,"Ameriprise Financial Services, LLC Rancho Palos Verdes CA Private Residence",lucianna.m.molinari@ampf.com,,Salesforce
10961860,Inactive Investor,Jack Newmiller,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11236959,Inactive Investor,Katherine Morrison,Financial Service Advisor,Prota Financial,,,Salesforce
332458,,Andrew Cohn,,[Unknown],andrew.cohn@johnsonfit.com,,
348772,,Spencer Raymond,Chief Financial Officer,"Rockpoint Group, L.l.c.",sraymond@rockpointgroup.com,972-934-0100,Manual List Upload
11036603,Inactive Investor,Sharon Huang,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",sharon.huang@ampf.com,,Salesforce
10975482,Inactive Investor,Joshua Elkin,,Cetera Advisor Networks LLC Bohemia NY 3920 Veterans Memorial Hwy,jelkin@americanportfolios.com,,Salesforce
11088242,Inactive Investor,Robert Bridges,,CIBC World Markets Corp. Chicago IL 181 W Madison St,robert.bridges@cibc.com,,Salesforce
11077745,Inactive Investor,Travis Kuntz,Financial Advisor,Edward Jones Bardstown KY 102 Manor Dr,travis.kuntz@edwardjones.com,,Salesforce
10510116,,Brad Swenson,President,Paralel,brad@paralel.com,,List Import
9544496,,Roy Kim,,,rkim213@gmail.com,,List import
11203689,Inactive Investor,Matthias Giezendanner,Chief Compliance Officer;Founder;Wealth Advisor,San Francisco Wealth Planning LLC,,,Salesforce
9576619,,Robert Steffen,,,rbmf2305@gmail.com,,List import
9604514,,Sigurd Sabathil,,,musical-1@shaw.ca,,List import
9541500,,Eileen Mouly,President,"Mouly Financial Management, Inc.",eileenmcfp@aol.com,,List import
10999128,Inactive Investor,William Pickering,,"American Fidelity Securities, Inc.",daniel.pickering@americanfidelity.com,,Salesforce
9614949,,Hokeung Chan,,,hkcc1313@hotmail.com,,List import
11132631,Inactive Investor,Nicole Baker,Chief Compliance Officer,"Kure Advisory, LLC",nicoleb@incomeplanninggroup.com,,Salesforce
10781045,Inactive Investor,Louis Bruno,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,louis.bruno@fidelity.com,,Salesforce
10988863,Inactive Investor,Brandon Chan,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
11112404,Inactive Investor,Vincent Frustaglio,Financial Advisor,"Principal Securities, Inc. Grand Rapids MI 3196 Kraft Ave SE",frustaglio.vincent@principal.com,,Salesforce
224687,,Kolonji Murray,,[Unknown],taxassurances@gmail.com,,Direct
9543535,,Laurie Miller,,,lauriemiller080@gmail.com,,List import
9564467,,David Nathanson,,,david.nathanson@voyafa.com,,List import
11236730,Inactive Investor,Ben Davidson,Financial Advisor;Private Wealth Advisor,"Americana Partners, LLC",bdavidson@americanapartners.com,,Salesforce
10756359,Inactive Investor,Susan Reed,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,reed.s@dreyfus.com,,Salesforce
10907745,Inactive Investor,Gerald Goebel,,State Farm VP Management Corp. Webster City IA 1209 Superior St,geraldgoebel@statefarm.com,,Salesforce
10646183,,Jeffrey Stevens,,,jeffrey@augustwealth.com,,List Import
9602581,,Ibrahim Sheriff,,,mogalaxy23@gmail.com,,List import
10614275,,Elozor Preil,"Financial Advisor, Financial Representative",,epreil@yu.edu,,List Import
11146037,Inactive Investor,Roy Castillo,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer,"Frontsight Wealth Advisors, LLC",,,Salesforce
10750241,Inactive Investor,Rinaldo Diaz-Flores,,Kovack Securities Inc. Arecibo 510 Avenue San Luis,,,Salesforce
10555113,,Kyle Doppelt,,,kyledoppelt@gmail.com,,Web Form Fillout
10954673,Inactive Investor,John Kendall,Financial Advisor,"Osaic Wealth, Inc. Webster NY 60 Barrett Dr",,,Salesforce
9610891,,Noah Nazzaro,,,noahnazzaro@gmail.com,,List import
9636502,,Christine Smith,,,christine.smith@lgima.com,,List import
11127744,Inactive Investor,Amara Lumsey,Associate,LPL Financial LLC San Diego CA 4707 Executive Dr,amara.lumsey@lpl.com,,Salesforce
10894252,Inactive Investor,Tamara Gessay,Senior Client Associate,"RBC Capital Markets, LLC Brookfield WI 18500 W Corporate Dr",tamara.gosh@rbc.com,,Salesforce
374546,,Peter Robbins,"Managing Director, Chief Executive Officer, Chief Investment Officer & Board Member",H.m. Payson,per@hmpayson.com,207-772-3761,Manual List Upload
11172365,Inactive Investor,Jennifer Otineru,,J.P. Morgan Securities LLC Canal Winchester OH 6314 Gender Rd,jennifer.otineru@jpmorgan.com,,Salesforce
11101104,Inactive Investor,Terry Rumker,Financial Advisor,LPL Financial LLC Perrysville OH Private Residence,terry.rumker@lpl.com,,Salesforce
246137,,Not Provided,Software Engineer,Cognizant,serovy@mindspring.com,,Manual List Upload
9564920,,James Fitts,,,jfitts@thecolonygroup.com,,List import
10615453,,Paul Redfern,"Financial Advisor, Senior Vice President",,paul.redfern@morganstanley.com,,List Import
9585794,,Christopher O'connell,,,coconnell@oconnelllawfirm.com,,List import
11111355,Inactive Investor,Andrew Kelley,Investment Executive,"Fifth Third Securities, Inc. Indianapolis IN 6909 E 38th St",andrew.kelley@53.com,,Salesforce
11123362,Inactive Investor,Anthony Dolisi,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",anthony.dolisi@equitable.com,,Salesforce
11188740,Inactive Investor,James Leonard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",james_leonard@ml.com,,Salesforce
11169706,Inactive Investor,Justin Rivera,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
9620171,,David Zhang,,,info@apogyco.com,,List import
234936,, -,,[[Unknown]],ralphnarvaez@hotmail.com,,
9612891,,David Henry,,,dave@dkhinvest.com,,List import
10917988,Inactive Investor,Justin Pestel,Financial Advisor,LPL Financial LLC Wichita Falls TX 1401 Holliday St,justin.pestel@lpl.com,,Salesforce
10911663,Inactive Investor,Zachary Van Zant,,"Concourse Financial Group Securities, Inc. La Grange KY 309 W Jefferson St",zachary.van-zant@concoursefinancial.com,,Salesforce
11157436,Inactive Investor,Filip Momcilov,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glenview IL 1400 Waukegan Rd",filip.momcilov@ml.com,,Salesforce
211753,,Yuri Neves,Analyst,MEMRI,yneves@memri.org,,Content
10614467,,Christopher Michelsen,"Financial Advisor, Managing Director",,cmichelsen@brileywealth.com,,List Import
10952478,Inactive Investor,Kiana Matisonn,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",kiana.matisonn@bernstein.com,,Salesforce
11192373,Inactive Investor,Parker Rutland,Financial Advisor,Morgan Stanley Huntsville AL 305 Church St SW,parker.rutland@morganstanley.com,,Salesforce
11004530,Inactive Investor,Gregory Fuller,Private Banker,J.P. Morgan Securities LLC Chicago IL 150 N Michigan Ave,gregory.fuller@chase.com,,Salesforce
10948289,Inactive Investor,Misty Mones,,J.P. Morgan Securities LLC Chalmette LA 9109 W Judge Perez Dr,misty.l.mones@jpmorgan.com,,Salesforce
10966533,Inactive Investor,Patrick Rowley,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9628505,,Tanton Gibbs,,,tanton.gibbs@gmail.com,,List import
11038603,Inactive Investor,Xiomara Diaz,Personal Banker,"Wells Fargo Clearing Services, LLC Woodbridge VA 2876 Dale Blvd",xiomara.aguilera@wfadvisors.com,,Salesforce
9583105,,Kyle Spalding,,,kspalding@scsfinancial.com,,List import
11261310,Inactive Investor,Ricky Bathija,Senior Advisor,J.J. Burns & Company,ricky@jjburns.com,,Salesforce
10876045,Inactive Investor,Ceceil Collins-Pearcy,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,ceceil.collins-pearcy@jpmorgan.com,,Salesforce
10954799,Inactive Investor,Dylan Aguilar,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11120830,Inactive Investor,Arjun Wahi,,J.P. Morgan Securities LLC Union NJ 1224 Stuyvesant Ave,arjun.wahi@chase.com,,Salesforce
10761538,Inactive Investor,Steven Kobrin,Financial Advisor,"Wells Fargo Clearing Services, LLC Coral Springs FL 2740 N University Dr",steven.kobrin@wellsfargoadvisors.com,,Salesforce
9593123,,Luís Carlos JOAO,,,luiscarlosporto@gmail.com,,List import
10931133,Inactive Investor,Kenya Hamilton,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,kenya.hamilton@primerica.com,,Salesforce
11072690,Inactive Investor,Erin Sammons,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10823500,Inactive Investor,Kinberly Urieta,,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",kinberly.tarin@wellsfargoadvisors.com,,Salesforce
11234504,Inactive Investor,Ashley Mahon,Client Service Associate,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,ashley.mahon@morganstanley.com,,Salesforce
11023282,Inactive Investor,Keith Trezek,,"Independent Financial Group, LLC Oceanside CA Private Residence",,,Salesforce
198934,,Rich Veluzat,,[Unknown],richveluzat@gmail.com,,source
11098977,Inactive Investor,Brenda Merschdorf,Financial Advisor,Edward Jones New Berlin WI 3333 S Sunnyslope Rd,brenda.merschdorf@edwardjones.com,,Salesforce
10777922,Inactive Investor,Michael Bates,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Riverside CA 3390 University Ave,michael.bates@ubs.com,,Salesforce
11042190,Inactive Investor,Mary Sue Smith,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11184154,Inactive Investor,Cynthia Seifert,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",cynthia.seifert@rbc.com,,Salesforce
11002628,Inactive Investor,Leslie Cook,,"RBC Capital Markets, LLC Houston TX 609 Main St",leslie.cook@rbccm.com,,Salesforce
144535,,Ted Lukeman,,"Royal Alliance Associates, Inc.",tlukeman@royalaa.com,832-559-7147,
10875981,Inactive Investor,Matthew Steed,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",matthew.steed@nm.com,,Salesforce
11222265,,Maureen Raihle,,,mraihle@firstrepublic.com,,List import
10807291,Inactive Investor,Bessie Harris,,PFS Investments Inc. Opelika AL 3320 Skyway Dr,bessie.harris@primerica.com,,Salesforce
336469,,Nicole Regilio,Secretary,Resource Consulting Group,nicoler@resourceconsulting.com,407-422-0252,Manual List Upload
10915053,Inactive Investor,Lukas Klueber,Financial Services Representative,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",lukas.klueber@schwab.com,,Salesforce
11076889,Inactive Investor,Natasha Stearns,,Country Capital Management Company Marion IL 2720 W Main St,natasha.aldrich@countryfinancial.com,,Salesforce
9588482,,José Antonio Martínez,,,j.a.m.g.170295@gmail.com,,List import
9637408,,John Ng,,,john.ng18@fintonia.asia,,List import
11129530,Inactive Investor,Lindsay Skeels,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11066692,Inactive Investor,Scott Peluso,Investment Executive,"Fifth Third Securities, Inc. Swanton OH 3 Turtle Creek Cir",scott.peluso@53.com,,Salesforce
334761,,Peter Grua,Managing Member,"Hlm Management Co., Llc",pgrua@hlmvp.com,617-266-0030,Manual List Upload
11108285,Inactive Investor,Loretta Coppola,,B. Riley Wealth Management Boca Raton FL 5000 T Rex Ave,,,Salesforce
11045663,Inactive Investor,Jonathan Launder,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",jonathan.launder@lfg.com,,Salesforce
10803262,Inactive Investor,James Cusick,Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,ambler.cusick@morganstanley.com,,Salesforce
11232922,Inactive Investor,Ryan Juliot,Premier Banker,"Wells Fargo Clearing Services, LLC Osseo MN 13765 83rd Way N",,,Salesforce
1140824,,Paul Mooney,,,pmooney@extractable.com,,
9572092,,Robert Janis,,,robert.janis@chesterdrivecapital.com,,List import
11047595,Inactive Investor,Gregory Sheehan,Financial Advisor,Commonwealth Financial Network Holyoke MA 1632 Northampton St,gsheehan@commonwealth.com,,Salesforce
86201,,Charles Wehbe,,United States,crw10@case.edu,,
11221152,,Andrew Spokes,,,aspokes@faralloncapital.com,,List import
9596292,,Katie Rummel,,,katie@plancorp.com,,List import
11223907,,[Unknown],,,kyle@progresschamber.org,,List Import
10916369,Inactive Investor,Scott Clark,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10965936,Inactive Investor,Caroline East,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
9565328,,Patrick Wadland,,,pwadland@gmail.com,,List import
10606459,,Robert Mchugh,"Chief Compliance Officer, Portfolio Manager","Jade Capital Advisors, LLC",robert.mchugh@jadecapital.net,646-859-7251,
11034193,Inactive Investor,Klemet Schee,,"Allstate Financial Services, LLC Saint Cloud MN 3717 3rd St N",klemetschee@allstate.com,,Salesforce
374774,,Dan Robinson,,,drobin5449@yahoo.com,,Salesforce
11188369,Inactive Investor,Griselda Preciado,,J.P. Morgan Securities LLC San Fernando CA 402 S Brand Blvd,griselda.preciado@jpmorgan.com,,Salesforce
11130639,Inactive Investor,Kim Parker,,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",kim.parker@ampf.com,,Salesforce
11011961,Inactive Investor,Adelle Budricks,,"Raymond James & Associates, Inc.",adelle.budricks@raymondjames.com,,Salesforce
10826286,Inactive Investor,Stephanie Green,,Cetera Advisors LLC Liberty MO 1135 W Kansas St,stephanie.green@ceteraadvisors.com,,Salesforce
11082712,Inactive Investor,Ryan Kay,Chief Compliance Officer;Financial Advisor;Founder;Owner;President,Arena Wealth Management LLC,,,Salesforce
10994364,Inactive Investor,Jaquan Parks,,"Equitable Advisors, LLC Las Vegas NV 8337 W Sunset Rd",jaquan.parks@equitable.com,,Salesforce
10972684,Inactive Investor,Isaiah Davenport,,Vanguard Marketing Corporation,isaiah_davenport@vanguard.com,,Salesforce
11013349,Inactive Investor,Anthony Enriquez,,J.P. Morgan Securities LLC Los Angeles CA 725 S Figueroa St,anthony.enriquez@jpmorgan.com,,Salesforce
10645798,,John Mais,,,john.r.mais@citigroup.com,,List Import
10958852,Inactive Investor,Brennan Settle,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,brennan.settle@fidelity.com,,Salesforce
229057,, -,,[[Unknown]],596118676@qq.com,,Direct
108131,,Jemal McClary,,Nitelyfe,101nine@gmail.com,6313987685,
9619866,,Jesse Bull,,,jessebull82@gmail.com,,List import
10833948,Inactive Investor,Melissa Dardis,Financial Advisor;Investment Associate,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",melissa.marsh@rbc.com,,Salesforce
11139508,Inactive Investor,Alex Kuthe,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,alex.kuthe@fmr.com,,Salesforce
11112388,Inactive Investor,Matthew Kopecky,Investment Advisor Representative,"Principal Securities, Inc. Glen Carbon IL 7B Ginger Creek Dr",kopecky.matthew@principal.com,,Salesforce
10932513,Inactive Investor,Thomas Felgner,Chief Compliance Officer;Owner,"Oliver Regan Advisors, LLC",,,Salesforce
10928752,Inactive Investor,Scott Saylor,,"Osaic Wealth, Inc. Troy MI 1282 Kirts Blvd",,,Salesforce
351976,,Audrey Hertzel,"Office Manager, Professional Assistant","Sterling Investment Partners Advisers, Llc",hertzel@sterlinglp.com,203-226-8711,Manual List Upload
11009649,Inactive Investor,Tyler Deitemeyer,,LPL Financial LLC Fargo ND 1202 23rd St S,,,Salesforce
10973177,Inactive Investor,Sabrina Parker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10762907,Inactive Investor,Brian Skarbek,Chief Investment Officer,Cypress Capital Group,brian.skarbek@cypresscapitalgroup.com,,Salesforce
9569189,,Matthew Brenneman,,,matt.brenneman@voya.com,,List import
10954794,Inactive Investor,Paula Chang,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11190792,Inactive Investor,Corry Harris,Financial Advisor,Edward Jones Pekin IL 137 Radio City Dr,corry.harris@edwardjones.com,,Salesforce
9583902,,Stanley Edme,,,stan@aip4.com,,List import
11162573,Inactive Investor,Elizabeth Cruz,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",elizabeth.cruz@empower.com,,Salesforce
9625887,,Jonathan Trope,,,jonathan@jonathantrope.com,,List import
9607214,,Reiya Akamatsu,,,oas38t21151067j@uqmobile.jp,,List import
10862647,Inactive Investor,Robert Rickey,Chief Growth Officer,Straightline,rrickey@straightline.com,,Salesforce
214164,,Adam Wax,,[Unknown],ajwax12@gmail.com,,
191058,,Antoine Napolier,,[Unknown],antoine.napolier@gmail.com,,source
11156361,Inactive Investor,Randall Kilpatrick,Financial Advisor;Senior Vice President,Morgan Stanley La Jolla CA 1250 Prospect St,randall.kilpatrick@morganstanley.com,,Salesforce
11189871,Inactive Investor,Alexander Siedow,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",,,Salesforce
10912922,Inactive Investor,Andrew Allen,Senior Wealth Advisor,"Instrumental Wealth, LLC",drew.allen@instrumentalwealth.com,,Salesforce
11151230,Inactive Investor,Cristobal Colon,Portfolio Associate,Morgan Stanley New York NY 399 Park Ave,cristobal.colon@morganstanley.com,,Salesforce
10916851,Inactive Investor,Paul Anderson,Financial Advisor,Edward Jones Zionsville IN 7621 W Stonegate Dr,paul.anderson@edwardjones.com,,Salesforce
11205827,Inactive Investor,William Gear,,"Wells Fargo Advisors Financial Network, LLC Melbourne FL 366 N Babcock St",william.gear@wfafinet.com,,Salesforce
10837741,Inactive Investor,William Close,First Vice President - Investments;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",barton.close@raymondjames.com,,Salesforce
10619062,,Kimberley Milfred,,,kimberley.true@morganstanley.com,,List Import
9556339,,Stan Good,,,stangood21@gmail.com,,List import
10773998,Inactive Investor,Malerie Keane,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",keanem@stifel.com,,Salesforce
216173,,Mariana Farina,ETF Research Director,Wells Fargo Investment Institute,mariana.bush@wellsfargo.com,2022371279,Event
171697,,Emir Alkan,,[Unknown],emirralkan@gmail.com,,Organic Search
348161,,Lee Folger,Chairman Of The Board,Folger Nolan Fleming Douglas Incorporated,lfolger@fnfd.com,202-626-5300,Manual List Upload
11075554,Inactive Investor,Lori Allison,Financial Advisor,"The Strategic Financial Alliance, Inc. Fairfax VA 10300 Eaton Pl",lallison@thesfa.net,,Salesforce
10923370,Inactive Investor,Stephanie Longanecker,,"Cambridge Investment Research, Inc. Saint Louis MO Private Residence",,,Salesforce
10980696,Inactive Investor,Lisa Casper,Client Service Associate,"Ameriprise Financial Services, LLC Westlake OH 2035 Crocker Rd",lisa.casper@ampf.com,,Salesforce
11127384,Inactive Investor,John Hummel,,"Farmers Financial Solutions, LLC Arlington Heights IL 825 E Rand Rd",,,Salesforce
9590829,,Jurgen Heppe,,,defineart.io@gmail.com,,List import
11063674,Inactive Investor,Cheryl Fleming,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,cheryl.fleming@primerica.com,,Salesforce
189840,,Grant Winter,,[Unknown],grant.winter@bnc.tv,,source
10939984,Inactive Investor,Christian Ventura,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10795541,Inactive Investor,Scott Ollerenshaw,,"Raymond James Financial Services, Inc. Corvallis OR 2332 NW Professional Dr",scott.ollerenshaw@raymondjames.com,,Salesforce
9627884,,Mariah Marcum,,,mariahmarcum@gmail.com,,List import
9611991,,Nana Chang,,,minghui0524.chang@gmail.com,,List import
11018628,Inactive Investor,Alexis Cogar,Wealth Associate,"U.S. Bancorp Investments, Inc. Wayzata MN 1212 Wayzata Blvd E",alexis.cogar@usbank.com,,Salesforce
236396,, -,,[[Unknown]],cperuchini@gmail.com,,Organic Search
335743,,Scott Mckay,,Creative Planning,scott.mckay@thinkingbeyond.com,913-338-2727,
11072122,Inactive Investor,Jacob Boen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.boen@fmr.com,,Salesforce
11131670,Inactive Investor,Robert Eberhardt,Private Wealth Advisor,"Geneos Wealth Management, Inc. Littleton CO 10026 W San Juan Way",,7205882437,Salesforce
42302,,Ryan Krome,,VisionPoint Advisory Group,rkrome@vpadvisor.com,,
11151989,Inactive Investor,Steven Heiman,,"Cooper Malone McClain, Inc.",,,Salesforce
11190628,Inactive Investor,Antonio Gomes,Chief Executive Officer;Founder;Managing Member,Advanced Wealth Management,tony@awmfl.com,,Salesforce
10920830,Inactive Investor,Bruce Joseph,Financial Advisor,"CUSO Financial Services, L.P. Clyde OH 1455 W McPherson Hwy",bruce.joseph@cusonet.com,,Salesforce
11197457,Inactive Investor,James Castro,,"MML Investors Services, LLC North Attleboro MA 130 S Washington St",,,Salesforce
10849848,Inactive Investor,Brian Haehl,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 295 N Hubbards Ln",brian.haehl@ampf.com,,Salesforce
11187303,Inactive Investor,Jeffrey Liss,,"Bessemer Investor Services, Inc.",liss@bessemer.com,,Salesforce
235573,, -,,[[Unknown]],kshemisa@neomed.edu,,
10838973,Inactive Investor,Linda Tewksbury,,NYLIFE Securities LLC Okeechobee FL Private Residence,lbtewksbury@ft.newyorklife.com,,Salesforce
10981682,Inactive Investor,Zakary Fresh,,"First Citizens Investor Services, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",zakary.fresh@firstcitizens.com,,Salesforce
11178127,Inactive Investor,Lee Rosenblum,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Rancho Cordova CA 11344 Coloma Rd",lee.rosenblum@tfaconnect.com,,Salesforce
9611191,,Mohamad Rardi Bin Gunari,,,wanriz118@gmail.com,,List import
244916,,Max Schrager,Account Executive,Pontera,maxs@pontera.com,305 4698202,Manual List Upload
11012904,Inactive Investor,Grant Tobias,,LPL Financial LLC San Diego CA 4707 Executive Dr,grant.tobias@lpl.com,,Salesforce
11088205,Inactive Investor,John Carney,,LPL Financial LLC Kirkland WA 520 6th St S,jack.carney@lpl.com,,Salesforce
9551436,,Joseph Sladek,,,js@sladekwitek.com,,List import
9580300,,Matthew Holgate,,,matt.holgate@gmail.com,,List import
10774529,Inactive Investor,Richard Gendelman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,richard.t.gendelman@ubs.com,,Salesforce
11169891,Inactive Investor,Steven West,Financial Advisor,Edward Jones Ava Maria FL 5064 Annunciation Cir,steve.west@edwardjones.com,,Salesforce
10786163,Inactive Investor,Elizabeth Morgan,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,elizabeth.morgan@fidelity.com,,Salesforce
9569552,,Jacob Martin,,,jmartin@massmutual.com,,List import
11239097,,John Long Jr,,,jlong@jarredbunch.com,,Salesforce
11193932,Inactive Investor,David McAndrew,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Providence RI 1 Financial Plz,david.mcandrew@morganstanley.com,,Salesforce
10831034,Inactive Investor,John Murphy,Investment Advisor;Principal,Murphy Pohlad Asset Management LLC,jmurphy@murphyllc.com,,Salesforce
9578602,,Matthew Podominick,,,knoxvillehockey@gmail.com,,List import
9551304,,Mark Hasemeier,,,mark.hasemeier@nisanet.com,,List import
350561,,Daniel Gregg,Vice President,Saw Mill Capital L.l.c.,dgregg@sawmillcapital.com,914-741-1300,Manual List Upload
10861502,Inactive Investor,Richard Kennell,,"Hornor, Townsend & Kent, LLC Charlotte NC 13777 Ballantyne Corporate Pl",rkennell@htk.com,,Salesforce
157342,,Nelson Torres,,[Unknown],torres.nelson@gmail.com,,
10796392,Inactive Investor,James Urda,Principal,LPL Financial LLC Napa CA 1001 2nd St,jim.urda@lpl.com,,Salesforce
11132696,Inactive Investor,Timothy Snyder,Senior Managing Director,"Principal Securities, Inc. Elkhorn NE 18205 Capitol Ave",snyder.tim@principal.com,,Salesforce
11221537,,Cheryl Fairbanks,,,cheryl.fairbanks@ubs.com,,List Import
10961909,Inactive Investor,Charles Minneci,Client Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,charles.minneci@ubs.com,,Salesforce
10644795,,William Santos,,,william.santos@transamerica.com,,List Import
11084630,Inactive Investor,Scott Thomas,,State Farm VP Management Corp. Chandler AZ 348 W Chandler Blvd,scott.thomas.podj@statefarm.com,,Salesforce
10873828,Inactive Investor,Andrew Snider,Director - Financial Planning,"CUSO Financial Services, L.P. Durham NC 3125 Shannon Rd",asnider@cusonet.com,,Salesforce
9608376,,Tian Li,,,26362944@qq.com,,List import
11212200,Inactive Investor,Matthew Mohammadkhan,,J.P. Morgan Securities LLC San Francisco CA 700 Market St,,,Salesforce
10922731,Inactive Investor,Nie Pan,,"Allstate Financial Services, LLC Duluth GA 6290 Abbotts Bridge Rd",niepan@allstate.com,,Salesforce
10758889,Inactive Investor,Vojislav Andjelkovic,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",voja_andjelkovic@ml.com,,Salesforce
10971757,Inactive Investor,Devyn Running,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,devyn_running@vanguard.com,,Salesforce
11290837,Inactive Investor,Max Osbon,,"Osbon Capital Management, LLC",mosbon@osboncapital.com,617-217-2772,Salesforce
10773563,Inactive Investor,Veronica Kilcullen,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",veronica_kilcullen@ml.com,,Salesforce
10957806,Inactive Investor,John Palaszewski,,Cetera Advisor Networks LLC Galloway NJ Private Residence,,,Salesforce
9540950,,Linda Robinson,,Linda Robinson,njrofr@gmail.com,,Organic Search
10871052,Inactive Investor,Roy Tirakayos,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",,,Salesforce
11124759,Inactive Investor,Matt Miles,,"First Western Securities, Inc. Lubbock TX 3812 34th St",,,Salesforce
11116029,Inactive Investor,Adam Thies,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,adam.thies@fmr.com,,Salesforce
10885600,Inactive Investor,Benjamin Huff,Financial Advisor,"Ameriprise Financial Services, LLC Cedar City UT 970 Sage Dr",ben.huff@ampf.com,,Salesforce
10796853,Inactive Investor,Mitchell Kershner,,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",mitchell.kershner@rbc.com,,Salesforce
10936660,Inactive Investor,Joshua Diaz Munoz,Relationship Banker,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",,,Salesforce
10777489,Inactive Investor,Frances Huffman,First Vice President - Wealth Management,UBS Financial Services Inc. Huntsville AL 116 Jefferson St S,frances.huffman@ubs.com,,Salesforce
9604179,,PAIGE FETZER-BORELLI,,,paige@algorand.com,,List import
9583962,,Alessandra Sousa,,,alessnetbox@gmail.com,,List import
11097521,Inactive Investor,Austin Peterson,Chief Compliance Officer;Founder,Backbone Planning Partners LLC,austin@backboneplanning.com,,Salesforce
10774076,Inactive Investor,George Schietinger,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",george.schietinger@wellsfargo.com,,Salesforce
10662388,,[Unknown],,,david.fitzgerald@lpl.com,,Web Form Fillout
11101406,Inactive Investor,Rene Burke,,State Farm VP Management Corp. Warrior AL 209 Louisa St,rene.burke.bdh8@statefarm.com,,Salesforce
11219431,,Dalton Mellon,,,dalton@dviinc.com,,Other
228932,, -,,[[Unknown]],mohamadrezafirozy@gmail.com,,
11121035,Inactive Investor,Braden Archer,Financial Solutions Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",braden.archer@ml.com,,Salesforce
9643873,,CryptoCoin Wiz,,,cryptocoinwiz@gmail.com,,List import
10813932,Inactive Investor,Luis Carlo,,Wedbush Securities Inc. Lake Worth FL Private Residence,luis.carlo@wedbush.com,,Salesforce
11196366,Inactive Investor,Thomas Wade,Chief Executive Officer;Chief Financial Officer;Chief Operating Officer;Investment Advisor Representative,"Kure Advisory, LLC",tomw@incomeplanninggroup.com,,Salesforce
11205013,Inactive Investor,Robert Hodgson,First Vice President - Investments,"Raymond James & Associates, Inc. Blue Ash OH Private Residence",robert.hodgson@raymondjames.com,,Salesforce
10798625,Inactive Investor,Marcia Frey,,PFS Investments Inc. Roseburg OR 1562 NE Vine St,marcia.frey@primerica.com,,Salesforce
9592294,,Freda Zietlow,,,freda.zietlow@bosinvest.com,,List import
10606275,,Allison Culley,"Assistant Vice President, Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",allison_culley@ml.com,845-431-2255,List Import
11181699,Inactive Investor,Lisa Cardwell,Branch Manager,Morgan Stanley Stroudsburg PA 701 Main St,lisa.cardwell@morganstanley.com,,Salesforce
11211463,Inactive Investor,David Zaccaria,,"Osaic Wealth, Inc. Fairfield NJ Private Residence",,,Salesforce
9544144,,Linghan Zhou,,,748671634@qq.com,,List import
9546011,,Kozen Tsukamoto,,,ktsukamoto@balboawealth.com,,List import
10936885,Inactive Investor,Christopher Carson,,"Farmers Financial Solutions, LLC Tyler TX 1021 E Southeast Loop 323",ccarson@farmersagent.com,,Salesforce
10871766,Inactive Investor,Kenneth Price,Financial Advisor;Partner,"Per Stirling Capital Management, LLC",kprice@perstirling.com,,Salesforce
11203101,Inactive Investor,Salvatore Ferrito,Investment Advisor Representative,"PlanVision, LLC Brookfield WI Private Residence",,,Salesforce
246252,,Not Provided,Sales,Les Stanford Cadillac,annecadillacmartin@yahoo.com,,Manual List Upload
9591922,,AHMAD AL-SARRAJ,,,ahmed.emad846@gmail.com,,List import
11116576,Inactive Investor,Lydia Millhorn,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10804981,Inactive Investor,Aaron Freedman,Financial Professional,"MML Investors Services, LLC Meridian ID 3540 E Longwing Ln",aaronfreedman@financialguide.com,,Salesforce
11036741,Inactive Investor,Austin Mcstraw,,LPL Financial LLC Denver CO 12265 W Bayaud Ave,austin.mcstraw@lpl.com,,Salesforce
9609365,,Michael Huang,,,michaelhhuang@gmail.com,,List import
10963653,Inactive Investor,Harry Dunne,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",harry.j.dunne@nm.com,,Salesforce
11177183,Inactive Investor,Gregory Keil,Financial Advisor,"Stifel Independent Advisors, LLC Edinboro PA 220 W Plum St",keilg@stifelindependence.com,,Salesforce
10755816,Inactive Investor,Nicholas Luisi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",nicholas_luisi@ml.com,,Salesforce
10971785,Inactive Investor,Marissa Maiorca,Private Banker,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,marissa.maiorca@jpmorgan.com,,Salesforce
11178276,Inactive Investor,Candice Lozier,,"Farmers Financial Solutions, LLC Seminole OK 111 W Broadway",,,Salesforce
348759,,Dennis Marinich,Managing Member,"Future Financial Wealth Management Group, Llc",dennis@future-financial.net,513-817-3131,Manual List Upload
10960541,Inactive Investor,Prudencio Barrias,,PFS Investments Inc. Pompano Beach FL 7400 Wiles Rd,pbarrias@primerica.com,,Salesforce
10861163,Inactive Investor,Alex Lee,,Cetera Advisor Networks LLC Glenview IL 1545 Waukegan Rd,alex.lee@ceterawealth.com,,Salesforce
9580320,,Karen Wendell,,,karen.wendell@davidwendell.com,,List import
10817490,Inactive Investor,Miranda Petersen,,"Avantax Investment Services, Inc. Bellingham WA 119 Grand Ave",,,Salesforce
11152146,Inactive Investor,Ross Armstrong,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",ross.armstrong@equitable.com,,Salesforce
11048078,Inactive Investor,Jaden Volchoff,,"Hornor, Townsend & Kent, LLC Allentown PA 1550 Pond Rd",jvolchoff@htk.com,,Salesforce
11023554,Inactive Investor,Christopher Hoy,,"LaSalle St Securities, L.L.C. Providence RI Private Residence",,,Salesforce
9616513,,Henry L,,,hjlrll@yahoo.com,,List import
9589899,,Joshua Brown,,,josh@ritholtzwealth.com,,List import
10852849,Inactive Investor,Catherine Martin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10489239,,Drew Labarbera,,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",drew.labarbera@tfaconnect.com,,List Import
10821591,Inactive Investor,Berthel Olsen,Co-Founder;President;Regulatory Contact,"Keystone Wealth Advisors, Incorporated",aolsen@keystonewa.com,,Salesforce
11111830,Inactive Investor,Jeyran Ghara,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jeyran.ghara@ubs.com,,Salesforce
10757868,Inactive Investor,Jason Steele,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",jason.steele@ml.com,,Salesforce
338082,,Mark Lawrence,Senior Associate,"Roark Capital Management, Llc",mlawrence@roarkcapital.com,404-591-5200,Manual List Upload
10656411,,William Maxwell,,,william.maxwell@lpl.com,,List Import
201258,,Justin Piprude,Financial Services Advisor,"Principal Securities, Inc.",piprude.justin@principal.com,952-277-4302,
11209037,Inactive Investor,James Carter,,"CUSO Financial Services, L.P. Post Falls ID 3903 E Primrose Ln",,,Salesforce
100621,,Chad Blando,Human Resources Development Manager,Mercedes-Benz Financial Services USA LLC,cblando@me.com,,Event
11134890,Inactive Investor,Nicole Crowder,,PFS Investments Inc. Suitland MD 5853 Allentown Rd,ncrowder@primerica.com,,Salesforce
10849916,Inactive Investor,Laura Owsley,Chief Compliance Officer;Manager;Managing Member;Portfolio Manager,"AM Investment Strategies, LLC",laura@amillerinvest.com,,Salesforce
238462,,Hamzaalfa3@alarisinvestmentgroup.org Alfa,,[Unknown],hamzaalfa3@alarisinvestmentgroup.org,,
10804397,Inactive Investor,Emily Biden,Portfolio Associate;Senior Registered Associate,Morgan Stanley Camp Hill PA 214 Senate Ave,emily.biden@morganstanley.com,,Salesforce
10944939,Inactive Investor,Shane Larson,Financial Professional,"MML Investors Services, LLC Daytona Beach FL 1673 Mason Ave",shanelarson@financialguide.com,,Salesforce
9560603,,Nelson Fitzgerald,,,nelson5fitzgwrald@gmail.com,,List import
9607780,,Fabian Buchholz,,,fabianbu@hotmail.com,,List import
9596558,,Jianing Song,,,esong@cmt.digital,,List import
9644638,,Dennis Ou,,,dennisou2@gmail.com,,List import
11007862,Inactive Investor,Chad Charton,,LPL Financial LLC Moorpark CA Private Residence,chad.charton@lpl.com,,Salesforce
9636888,,Aaron Larson,,,alarson@gvcaponline.com,,List import
371988,,Matthew Fluegge,,United States,mfluegge@hotmail.com,,Salesforce
6555679,,Shelly Carter,,,laraecarter420@gmail.com,,Web Form Fillout
11096673,Inactive Investor,Dustin Bruce,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dustin.bruce@fidelity.com,,Salesforce
9592632,,Richard Andrews,,,andrews@gryphoninvestors.com,,List import
11187724,Inactive Investor,Kristen Whitten,Assistant Vice President;Financial Advisor,Janney Montgomery Scott LLC Stuart FL 309 SE Osceola St,kwhitten@janney.com,,Salesforce
9601144,,Austin Mathews,,,agnapolitano@yahoo.com,,List import
10901272,Inactive Investor,Richard Morrow,Vice President,Stephens Memphis TN 6075 Poplar Ave,richard.morrow@stephens.com,,Salesforce
9554741,,Ivan Ivanov,,,iivanov29@yahoo.co.uk,,List import
11139251,Inactive Investor,Dana Green,Director;Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",dana.a.green@ampf.com,,Salesforce
11103154,Inactive Investor,Martin Flores,,PFS Investments Inc. Whittier CA 12727 Philadelphia St,martin.flores@primerica.com,,Salesforce
10906199,Inactive Investor,Anne Satterfield,,"International Assets Advisory, LLC Danville VA 349 B Piney Forest Rd",asatterfield@iaac.com,,Salesforce
11166227,Inactive Investor,Barney Grossman,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,barney.grossman@morganstanley.com,,Salesforce
10771983,Inactive Investor,Henry Mielke,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",henry.w.mielke@wellsfargoadvisors.com,,Salesforce
351683,,Chris Beede,Planning Associate,"Elevage Partners, Llc",chris.beede@elevagepartners.com,800-725-1622,Manual List Upload
11067251,Inactive Investor,Neil Johnson,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,neil.johnson@fidelity.com,,Salesforce
9639104,,Craig Barney,,,cbarney@mdsass.com,,List import
11036321,Inactive Investor,Laura Kaylor,,NYLIFE Securities LLC Oxnard CA 2001 Solar Dr,lkaylor@ft.newyorklife.com,,Salesforce
11004419,Inactive Investor,Francisco Aguilar,,State Farm VP Management Corp. Corpus Christi TX 1290 FM 43,,,Salesforce
10659249,,Nelson Velez,,,nelson.velez@chase.com,,List Import
9551244,,Andrew Lewis,,,alewis34@gmail.com,,List import
10797960,Inactive Investor,Warren Wilson,,"Ausdal Financial Partners, Inc.",,,Salesforce
11304527,Inactive Investor,William Gallegos,Assistant Vice President,"Kestra Investment Services, LLC",will.gallegos@kestrafinancial.com,844-553-7872,Salesforce
11014363,Inactive Investor,Aditi Tomar,,Key Investment Services LLC Redmond WA 23555 NE Novelty Hill Rd,aditi.tomar@key.com,,Salesforce
11052128,Inactive Investor,Gerardo Salazar,,PFS Investments Inc. Las Vegas NV 3450 E Russell Rd,gerardo.salazar@primerica.com,,Salesforce
10778690,Inactive Investor,Thomas Gatto,Financial Advisor,"Wells Fargo Clearing Services, LLC Shrub Oak NY 1342 E Main St",thomas.gatto@wellsfargo.com,,Salesforce
231687,, -,,[[Unknown]],cliffhussey@gmail.com,,
236628,, -,,[[Unknown]],renato.ferraro88@gmail.com,,
11025005,Inactive Investor,Tracy Shriver,,State Farm VP Management Corp. Newark OH 23 Forry St,tracy.shriver.nl6a@statefarm.com,,Salesforce
10926274,Inactive Investor,Carl Nichols,Financial Advisor,LPL Financial LLC Marion IN Private Residence,carl.nichols@lpl.com,,Salesforce
231999,, -,,[[Unknown]],devans.enterprises.inc@gmail.com,,
10961127,Inactive Investor,Tanel Ramin,,Cetera Investment Services LLC Wenatchee WA 812 N Wenatchee Ave,,,Salesforce
9592430,,Robert Waltos,,,robertjwaltos@gmail.com,,List import
11061739,Inactive Investor,David Eastwood,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9639604,,David Fielding,,,dfielding@hpbcf.org,,List import
9610857,,Bobby Dall,,,bobbyvdall@gmail.com,,List import
11088217,Inactive Investor,Joseph Pearce,Financial Advisor,LPL Financial LLC Belmar NJ 1967 State Rte 34,joseph.pearce@lpl.com,,Salesforce
11090573,Inactive Investor,Adolfo Esquivez,,J.P. Morgan Securities LLC Garden Grove CA 12851 Harbor Blvd,adolfo.esquivezjr@chase.com,,Salesforce
11196853,Inactive Investor,Brian Miller,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10867778,Inactive Investor,Regina Bennett,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Woodbridge VA 12711 Marblestone Dr",,,Salesforce
9619358,,Dan Short,,,dshort@faralloncapital.com,,List import
11067536,Inactive Investor,Kim Gilbertsen,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,kim.gilbertsen@fidelity.com,,Salesforce
10691706,Active Investor,Michael Niland,,Michael Niland,michael.p.niland@pwc.com,12162551459,Salesforce
10780802,Inactive Investor,Roger Walton,,"Kestra Investment Services, LLC Glenside PA 119 S Easton Rd",,,Salesforce
10829607,Inactive Investor,Michael Brooks,Assistant Vice President,Morgan Stanley Morrisville PA 777 Township Line Rd,michael.brooks@morganstanley.com,,Salesforce
10772387,Inactive Investor,Davit Kesabyan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherman Oaks CA 14701 Ventura Blvd",davit.kesabyan@ml.com,,Salesforce
10806209,Inactive Investor,Arthur Lavallie,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
11091544,Inactive Investor,Lawrence Counen,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",counenl@stifel.com,,Salesforce
11159641,Inactive Investor,Leonard Mancuso,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,lmancuso@ft.newyorklife.com,,Salesforce
9579093,,Amor Armour,,,amorluizarmour@gmail.com,,List import
11150165,Inactive Investor,Joseph Katzaroff,Managing Director - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,joseph.katzaroff@ubs.com,,Salesforce
9552022,,George Fox,,,doszorros@hotmail.com,,List import
10859702,Inactive Investor,William Donovan,Financial Advisor;Member,Smith Salley Wealth Management,adonovan@smith-salley.com,,Salesforce
11129265,Inactive Investor,Rhett Richardson,,"Farmers Financial Solutions, LLC Lubbock TX 13413 Frankford Ave",rrichardson@farmersagent.com,,Salesforce
228090,,Spencer Laramie -,,Spencer Laramie [[Unknown]],spencerlaramie@hotmail.com,,Direct
11079698,Inactive Investor,Maille Frohoff,,Jefferies LLC,mfrohoff@jefferies.com,,Salesforce
9588016,,Donna Blamberg,,,dblamberg@heckcapital.com,,List import
10854645,Inactive Investor,Peter Wilson,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,peter.wilson@jpmorgan.com,,Salesforce
11100550,Inactive Investor,James Greenwell,,Country Capital Management Company Quincy IL 331 S 36th St,douglas.greenwell@countryfinancial.com,,Salesforce
11134137,Inactive Investor,Giovanna Svenson,Portfolio Associate,Morgan Stanley Boise ID 101 S Capitol Blvd,giovanna.svenson@morganstanley.com,,Salesforce
11086734,Inactive Investor,Patrick Durham,Private Client Advisor,J.P. Morgan Securities LLC Boca Raton FL 240 E Palmetto Park Rd,patrick.x.durham@jpmorgan.com,,Salesforce
10823712,Inactive Investor,Nicholas Breen,Assistant Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Englewood CO 5251 DTC Pkwy,nic.breen@morganstanley.com,,Salesforce
11017197,Inactive Investor,Laura Rutkiewicz,Financial Consultant,LPL Financial LLC Kittery ME 4A Shapleigh Rd,laura.rutkiewicz@lpl.com,,Salesforce
10959250,Inactive Investor,Nathaniel Henrichs,,Country Capital Management Company Bourbonnais IL 586 William R Latham SR Dr,nate.henrichs@countryfinancial.com,,Salesforce
10978162,Inactive Investor,Brian Haight,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11156358,Inactive Investor,Michael Corado,,"The Leaders Group, Inc.",,,Salesforce
11099396,Inactive Investor,Denise Saliga,,&Partners Glen Allen VA 4860 Cox Rd,d.saliga@ubs.com,,Salesforce
11112455,Inactive Investor,Dennis Megley,,Oppenheimer & Co. Inc.,,,Salesforce
9600080,,Cheryl Haire,,,xr4ti1@hotmail.com,,List import
9642877,,Vinit Kurup,,,vinit.kurup@bluecrestcapital.com,,List import
10844001,Inactive Investor,Scott Matthewson,,Country Capital Management Company Lacey WA 676 Woodland Square Loop SE,scott.matthewson@countryfinancial.com,,Salesforce
11220901,,Joseph St George,,,joseph@domiinvestors.com,,List Import
10974706,Inactive Investor,Patrick Frizzell,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
9607647,,Brenian Goodrum,,,justbashton@gmail.com,,List import
9604750,,Joe Stupak,,,jstupak@gmail.com,,List import
11059733,Inactive Investor,Joel Steele,,NYLIFE Securities LLC Cherry Hill NJ 90 Kings Hwy N,jisteele@ft.newyorklife.com,,Salesforce
10912013,Inactive Investor,Matthew Rapson,Financial Advisor,"Ameriprise Financial Services, LLC Ponte Vedra FL 220 Nocatee Village Dr",matthew.rapson@ampf.com,,Salesforce
10817520,Inactive Investor,William Jovanovich,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,william.jovanovich@ubs.com,,Salesforce
10819513,Inactive Investor,Douglas Abraham,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",douglas.abraham@nm.com,,Salesforce
11122082,Inactive Investor,Mary Wiener,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",mary_wiener@ml.com,,Salesforce
10688860,,Stephen Schwab,,,stephen.schwab@morganstanley.com,,Web Form Fillout
11135229,Inactive Investor,Ryan McCauley,,"Horace Mann Investors, Inc. Garland TX 1216 W State St",r.mccauley@horacemann.com,,Salesforce
83913,,Jesse Lopez,,JL Financial,urbells@hotmail.com,(714) 712-0629,Organic Search
10614106,,Eric Wagner,Financial Advisor,,ewagner@acornfs.com,,List Import
11064964,Inactive Investor,Teresa Appell,Private Client Advisor,J.P. Morgan Securities LLC Louisville KY 8141 Bardstown Rd,teresa.t.appell@chase.com,,Salesforce
10950587,Inactive Investor,Amy Seaton McGovern,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",amy.mcgovern@gwrs.com,,Salesforce
10804889,Inactive Investor,Rebecca Sheets,Financial Advisor,Edward Jones Denver CO 2000 S Colorado Blvd,rebecca.sheets@edwardjones.com,,Salesforce
11198436,Inactive Investor,Allen Lakner,,"Brokers International Financial Services, LLC. Exline IA Private Residence",alakner@brokersifs.com,,Salesforce
9584096,,Anne-Marie Lerro,,,anne-marie.lerro@fmr.com,,List import
11158744,Inactive Investor,Alan Bisenieks,,"First Command Brokerage Services, Inc. Arlington VA 241 18th St S",abisenieks@firstcommand.com,,Salesforce
10928468,Inactive Investor,Gerard Mcnamara,,"Zeus Financial, LLC Great Neck NY 3 Grace Ave",,,Salesforce
228706,, -,,[[Unknown]],jesus_ruesca@yahoo.com.ar,,Organic Search
10879699,Inactive Investor,Seth Thompson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Framingham MA 1270 Worcester Rd",sthompson30@ml.com,,Salesforce
3257407,,Michael Olorunpomi,,,michaelolorunpomi2018@gmail.com,,Web Form Fillout
10659630,,Kyle McBroom,,,kyle.mcbroom@lpl.com,,List Import
9555710,,?? ?,,,cheor07@naver.com,,List import
10956013,Inactive Investor,Luke Strain,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10930146,Inactive Investor,Kirsten Plummer,,"Cambridge Investment Research, Inc. Phoenix AZ 2700 N Central Ave",,,Salesforce
11028978,Inactive Investor,Tetyana Alu,,J.P. Morgan Securities LLC Buffalo Grove IL 850 S Buffalo Grove Rd,tetyana.alu@jpmorgan.com,,Salesforce
10657255,,Joseph Talbot,,,jtalbot@royalaa.com,,List Import
11186694,Inactive Investor,Zachary Sell,,"Avantax Investment Services, Inc. Mars PA 310 7 Fields Blvd",zachary.sell@avantax.com,,Salesforce
11095429,Inactive Investor,Janet Bentley-Ewers,,"Truist Investment Services, Inc.",,,Salesforce
10489062,,William Burmeier,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",william.g.burmeier@ampf.com,214-445-0623,List Import
9560958,,Donald Beesley,,,don@centennialsec.com,,List import
10889555,Inactive Investor,Brian Thompson,,Cetera Investment Services LLC Grand Forks ND 2500 32nd Ave S,brian.thompson@ceterais.com,,Salesforce
10487528,,Stacey Beatey,Portfolio Associate,Morgan Stanley,stacey.beatey@morganstanley.com,,List Import
11008449,Inactive Investor,Stephen Wormeli,,"Raymond James Financial Services, Inc. Bellevue WA 40 Lake Bellevue Dr",stephen.wormeli@raymondjames.com,,Salesforce
374056,,David Surgent,,[Unknown],daveandkate83@comcast.net,,source
11046099,Inactive Investor,James Turner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10776795,Inactive Investor,Mauricio Alvarez,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,mauricio.alvarez@ubs.com,,Salesforce
11015045,Inactive Investor,Carson Hunt,,"FBL Marketing Services, LLC Saint George UT 491 N Bluff St",carson.hunt@fbfs.com,,Salesforce
11194391,Inactive Investor,Ryan Bowman,Corporate Retirement Director;Executive Director;Financial Advisor;Financial Planning Specialist;Financial Wellness Director;Man,Morgan Stanley Rockville MD 702 King Farm Blvd,ryan.bowman@morganstanley.com,,Salesforce
11019008,Inactive Investor,Joseph Stanley,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joseph.stanley@jpmorgan.com,,Salesforce
10941474,Inactive Investor,Dylan Cruise,,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
10964960,Inactive Investor,Brandon Krol,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",brandon.krol@ml.com,,Salesforce
11119477,Inactive Investor,Abbi Keen,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,abbikeen@statefarm.com,,Salesforce
9606566,,kokwee Chin,,,ckw3345314@gmail.com,,List import
10871200,Inactive Investor,Allison Brooks,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,allison.daniels@fmr.com,,Salesforce
10948752,Inactive Investor,Reynaldo Gomez-Rojas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",reynaldo.gomez-rojas@ml.com,,Salesforce
10805163,Inactive Investor,Barry Krumwiede,Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,barry.krumwiede@lpl.com,,Salesforce
10973167,Inactive Investor,Steven Okeefe,Senior Compliance Analyst,"Voya Financial Advisors, Inc.",steven.okeefe@voya.com,,Salesforce
9564679,,Eleonora Linawati,,,eleonoralina07@gmail.com,,List import
11180759,Inactive Investor,Nathan Klingel,,The Huntington Investment Company Columbus OH 800 High St,nathan.klingel@huntington.com,,Salesforce
9587323,,Jonathan Bishopp,,,jbishopp@private-advisory.com,,List import
11094027,Inactive Investor,Wyatt Amdor,Client Service Associate,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",wyatt.amdor@raymondjames.com,,Salesforce
10797976,Inactive Investor,Chris Lorenzen,Founding Member;Vice President,"LIG Capital Management, LLC",chris@ligcam.com,,Salesforce
10958097,Inactive Investor,Tavaris Jones,,San Blas Securities LLC,tavaris.jones@sanblassecurities.com,,Salesforce
47065,,Simone Bauer,Financial Professional,"Voya Financial Advisors, Inc.",ssbauer@voyafa.com,337-322-5304,
11050583,Inactive Investor,William Lloyd,Financial Advisor,The Huntington Investment Company Cleveland OH 6660 Ridge Rd,william.lloyd@huntington.com,,Salesforce
11160634,Inactive Investor,Adam Klein,Investment Advisor,Brookwood Investment Group,adam.klein@brookwoodinvestmentgroup.com,,Salesforce
9570035,,ERAN SHARON,,,es@violetcapital.com,,List import
11188754,Inactive Investor,Megan Dupre-Keating,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Lewes DE 12001 Old Vine Blvd,mkeating@janney.com,,Salesforce
10903911,Inactive Investor,Peter Quinones,,Morgan Stanley Austin TX 301 Congress Ave,peter.quinones@morganstanley.com,,Salesforce
351019,,Don Weir,Senior Portfolio Manager,"Covenant Asset Management, Llc",dweir@covasset.com,908-879-4090,Manual List Upload
10799451,Inactive Investor,Howard Barkley,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Monterey CA 24591 Silver Cloud Ct",barkleyh@stifel.com,,Salesforce
10795106,Inactive Investor,Jeffrey Jacobs,Investment Advisor;Owner,"Jeffrey R. Jacobs, CPA",jeff@jrjacobs.com,,Salesforce
10934522,Inactive Investor,Gregory McMullen,,"Concourse Financial Group Securities, Inc. San Diego CA 7922 Entrada de Luz W",gregory.mcmullen@concoursefinancial.com,,Salesforce
10884012,Inactive Investor,Michael Brundage,Chief Compliance Officer;Member;Wealth Management Partner,"Clear Ridge Wealth Management, LLC",brundage@clearridgewm.com,,Salesforce
9546767,,Victoria Loucks,,,vloucks@freedom.bank,,List import
9623948,,joe smith,,,patriotslover48@gmail.com,,List import
11228801,Inactive Investor,Parker Millington,Banker;Senior Associate,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,,,Salesforce
10775721,Inactive Investor,Jennifer Ormond,First Vice President,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",jennifer.ormond@stifel.com,,Salesforce
10894796,Inactive Investor,Scott Nordstrom,,Fidelity Brokerage Services LLC Berkley MI Private Residence,,,Salesforce
11026857,Inactive Investor,Stephon Briganti-Ortiz,Private Client Advisor,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,stephon.briganti-ortiz@jpmorgan.com,,Salesforce
11084503,Inactive Investor,Eric Johnson,,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,eric.richard.johnson@thrivent.com,,Salesforce
10995890,Inactive Investor,Cole Nolte,Financial Professional,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",cole.nolte@equitable.com,,Salesforce
10813185,Inactive Investor,Dustin Buse,Financial Advisor,Edward Jones Crookston MN 528 Strander Ave,dustin.buse@edwardjones.com,,Salesforce
9609380,,Michael Raley,,,mlraley1@yahoo.com,,List import
11122783,Inactive Investor,Saige Swan,Financial Advisor,Edward Jones Salem OR 695 Commercial St SE,saige.swan@edwardjones.com,,Salesforce
10777697,Inactive Investor,John Hershey,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Hagerstown MD 40 S Potomac St",john.hershey@rbc.com,,Salesforce
10931220,Inactive Investor,Benjamin Doty,,"ValMark Securities, Inc. Gainesville FL 2700 NW 43rd St",,,Salesforce
10797962,Inactive Investor,Robert Campbell,Financial Advisor,LPL Financial LLC Phoenix AZ 3101 N Central Ave,robert.t.campbell@lpl.com,,Salesforce
10616960,,Timothy Ellis,,,timothy.g.ellis@chase.com,,List Import
10805723,Inactive Investor,John Glover,Chairman;Managing Partner;Regulatory Contact,Wellspring Wealth Management LLC,dglover@wellspringwealth.com,,Salesforce
9609694,,Carlos Sanchez,,,elclondaje@icloud.com,,List import
5998910,,Teresa Smith,,,bemasip884@dentaltz.com,,Web Form Fillout
9551851,,Katherine Delmont,,,delmont.katherine@principal.com,,List import
225618,, -,,[[Unknown]],thomashulse@gmail.com,,Initial Salesforce Import
90531,,Andrew Hart,"Chief Compliance Officer, Chief Executive Officer",Next Capital Management Llc,ahart@nextcapitalmgmt.com,212-433-1111,Manual List Upload
11203835,Inactive Investor,Frederick Bielski,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",fglen_bielski@ml.com,,Salesforce
10888660,Inactive Investor,Kristina Jakstys,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10644144,,Martin Perrucci,,,martin.c.perrucci@jpmorgan.com,,List Import
10882536,Inactive Investor,Ricky Young,,"Wells Fargo Clearing Services, LLC Roanoke VA 4202 Melrose Ave NW",,,Salesforce
10758549,Inactive Investor,Marc Grosso,,"Raymond James Financial Services, Inc. Chico CA 250 Vallombrosa Ave",marc.grosso@raymondjames.com,,Salesforce
9645497,,John Deck,,,john.1930@outlook.com,,List import
11210778,Inactive Investor,Aimee Busby,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10646135,,Mary Schaaf,,,mary.schaaf@leadersgroup.net,,List import
10820338,Inactive Investor,James Ball,,Commonwealth Financial Network Westborough MA 3 Oak St,jball@commonwealth.com,,Salesforce
10841799,Inactive Investor,Carson Cook,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",carson.cook@ml.com,,Salesforce
11001603,Inactive Investor,Carlos Reynoso,,"Wells Fargo Clearing Services, LLC Beaufort SC 148 Sea Island Pkwy",carlos.reynoso@wellsfargo.com,,Salesforce
163910,,Alessandro Venditti,,[Unknown],alessandro.venditti4@gmail.com,,Organic Search
11120026,Inactive Investor,Michael Miley,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Lancaster PA 180 Good Dr",michael.r.miley@ampf.com,,Salesforce
10929507,Inactive Investor,Robert Holton,,Commonwealth Financial Network Waukesha WI N14W23900 Stone Ridge Dr,rholton@commonwealth.com,,Salesforce
10764107,Inactive Investor,Timothy Dumas,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",timothy.dumas@ml.com,,Salesforce
9634670,,Clark Hillenbrand,,,clark.hillenbrand@pamlicocapital.com,,List import
11075698,Inactive Investor,Matthew Valecce,,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,,,Salesforce
10950653,Inactive Investor,Randall Kam,Trustee,"L.J. Brey, Inc.",randall@ljbreyinc.com,,Salesforce
10952337,Inactive Investor,Michael O'Neill,Investment Risk Manager,Edward Jones Aurora IL Private Residence,,,Salesforce
10658179,,William Trukenbrod,,,wtrukenbrod@williamblair.com,,List Import
11002409,Inactive Investor,Antonio Smith,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,,,Salesforce
11171773,Inactive Investor,Karina Rivas,,J.P. Morgan Securities LLC Morgan Hill CA 17599 Monterey St,karina.rivas@jpmorgan.com,,Salesforce
11035808,Inactive Investor,John Mouligne,Financial Advisor;Financial Planning Specialist,Morgan Stanley Newport RI 284 Bellevue Ave,john.jay.mouligne@morganstanley.com,,Salesforce
11071357,Inactive Investor,Michael Allen,,"Kestra Investment Services, LLC Melbourne FL 8245 Devereux Dr",,,Salesforce
224163,,Adrianna Turner,,[Unknown],adrianna@flexa.co,,Webinar
11190803,Inactive Investor,Kevin McPhee,,J.P. Morgan Securities LLC Oklahoma City OK 12200 N Rockwell Ave,kevin.mcphee@jpmorgan.com,,Salesforce
10939750,Inactive Investor,Sean Nicholson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10829889,Inactive Investor,Richard Cutler,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Stockton CA 149 W Yokuts Ave",richard.cutler@transamerica.com,,Salesforce
10754974,Inactive Investor,Ryan Olson,Financial Advisor;Private Wealth Advisor,LPL Financial LLC San Luis Obispo CA 429 Marsh St,ryan.olson@lpl.com,,Salesforce
9647293,,Abdulhamit Can,,,canboya21@gmail.com,,List import
11178404,Inactive Investor,Nicholas Garrett,,J.P. Morgan Securities LLC Westerville OH 77 Huber Village Blvd,,,Salesforce
11153569,Inactive Investor,Christopher Mack,,"Raymond James Financial Services, Inc. Houston TX 1177 West Loop S",christopher.mack@raymondjames.com,,Salesforce
11199054,Inactive Investor,Michael Gervais,,J.P. Morgan Securities LLC Canton MI 45345 Ford Rd,,,Salesforce
10790188,Inactive Investor,Michael Pfaff,Financial Advisor,Edward Jones Morris IL 1532 Creek Dr,mike.pfaff@edwardjones.com,,Salesforce
163947,,Matt Db,,[Unknown],mattdellabella1@gmail.com,,Paid Social
10801344,Inactive Investor,Donald Turk,Senior Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Las Vegas NV 5757 Wayne Newton Blvd",donald.j.turk@wellsfargo.com,,Salesforce
11092014,Inactive Investor,Donald Benson,Financial Advisor,"Osaic Wealth, Inc. Oneonta NY 28 Oneida St",,,Salesforce
10874709,Inactive Investor,Kent Brinson,,"Farmers Financial Solutions, LLC Tempe AZ 1270 E Broadway Rd",,,Salesforce
10607947,,Brett Swarts,,,podcastteam.cgts@gmail.com,,Web Form Fillout
231233,,Zoom user -,,[Unknown],crmqqdxvrh@privaterelay.appleid.com,,
10880965,Inactive Investor,Steven Derr,Financial Professional,LPL Financial LLC Saint Joseph MO Private Residence,steven.derr@lpl.com,,Salesforce
11208000,Inactive Investor,Jeremiah Pacheco,,"First Citizens Investor Services, Inc. Clemmons NC 2262 Lewisville Clemmons Rd",jeremiah.pacheco@firstcitizens.com,,Salesforce
11003285,Inactive Investor,James Eakin,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",james.eakin@nm.com,,Salesforce
183910,,Kasun Bogahapitiya,,[Unknown],ckbmelb@gmail.com,,Direct
10874275,Inactive Investor,James Porter,Financial Advisor,Edward Jones Great Falls MT 405 3rd St NW,michael.porter@edwardjones.com,,Salesforce
10910901,Inactive Investor,Lindsay Cameron,,"Gradient Securities, LLC Canton OH 2209 Fulton Rd NW",,,Salesforce
10949453,Inactive Investor,Justin Gaudino,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Andover MA 10 New England Business Center Dr",justin.gaudino@ampf.com,,Salesforce
10896102,Inactive Investor,Thomas Landis,,"Wells Fargo Advisors Financial Network, LLC Canton MI 5840 N Canton Center Rd",thomas.landis@wfafinet.com,,Salesforce
9604540,,ali baba,,,ali@ali.co,,List import
10970241,Inactive Investor,Schad Tenbroeck,Chief Compliance Officer;Financial Planner;Managing Member,"Sequoia Financial, LLC",schad@sequoiainvesting.com,,Salesforce
10802700,Inactive Investor,Eric Hamburger,Executive Director;Financial Advisor,Morgan Stanley Boston MA 28 State St,eric.hamburger@morganstanley.com,,Salesforce
11007779,Inactive Investor,Joshua Murray,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
10766050,Inactive Investor,David Correale,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Newtown Square PA 2093 Dutton Mill Rd",david.correale@wellsfargoadvisors.com,,Salesforce
340342,,Kimberly Moore,SVP,"Nbc Securities, Inc.",kmoore@nbcsecurities.com,800-521-9390,Manual List Upload
9581610,,Himanshu Khandelwal,,,himanshu.kh@gmail.com,,List import
11043628,Inactive Investor,Maura Clow,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,maura.clow@fmr.com,,Salesforce
9603215,,Kathleen Sasso,,,gween@optonline.net,,List import
11254314,Inactive Investor,Lindsay Davis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11205688,Inactive Investor,Nicole Omo,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11033136,Inactive Investor,Elaina Flynn,Wealth Management Associate,Morgan Stanley Jericho NY 2 Jericho Plz,elaina.revans@morganstanley.com,,Salesforce
10943926,Inactive Investor,Thomas Esposito,Chief Compliance Officer;Managing Member;Principal,"Five Points Investment Advisors, LLC",tom@5pointsinvest.com,,Salesforce
10978885,Inactive Investor,Ethan Nyman,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
9554885,,MR. VIVAS,,,ray.v11_15@pm.me,,List import
9624868,,ryan hergrueter,,,ryan.hergrueter@bnymellon.com,,List import
10819485,Inactive Investor,Edward Condura,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",econdura@htk.com,,Salesforce
343107,,Piotr Chmielowski,Partner,Fulcrum Asset Management Llp,piotr.chmielowski@fulcrumasset.com,442-070-166450,Manual List Upload
10855024,Inactive Investor,Warren Lackey,Financial Advisor,Edward Jones High Point NC 211 W Lexington Ave,ren.lackey@edwardjones.com,,Salesforce
11145118,Inactive Investor,Steven Esposito,,"Wells Fargo Advisors Financial Network, LLC Lake Forest IL 100 N Field Dr",,,Salesforce
9611637,,Sara Hilliard,,,sara@qwealth.com,,List import
10597490,,John Kamprath,,,info@genlegacies.com,208.299.0400,Web Form Fillout
11205500,Inactive Investor,Alan Begy,Financial Advisor,LPL Financial LLC Dayton OH Private Residence,alan.begy@lpl.com,,Salesforce
11182815,Inactive Investor,Rachel Marasco,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",rachel.marasco@ml.com,,Salesforce
234391,, -,,[[Unknown]],alessandromarzuoli@libero.it,,Organic Search
333101,,Kurt Brown,"Secretary-Treasurer, Chief Compliance Officer, Chief Investment Officer",Pds Planning Inc,kbrown@pdsplanning.com,614-481-8449,Manual List Upload
10768633,Inactive Investor,Vy Tieu,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",sylvia.tieu@ml.com,,Salesforce
9560784,,David Lee,,,dleeforever601@gmail.com,,List import
11032765,Inactive Investor,Douglas Augenthaler,Chief Portfolio Strategist,Palumbo Wealth Management LLC,doug.augenthaler@palumbowm.com,,Salesforce
11187783,Inactive Investor,Austin Arnett,Relationship Manager,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,,,Salesforce
9577580,,Janice Simpson,,,jan@januarysimpson.com,,List import
239846,,Kevin Tan,Investment Director,Upsilon Holdings Sdn Bhd,yt9856@my.bristol.ac.uk,,Event
11084118,Inactive Investor,Daniel Martinez,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",dmartinez@phoenixinc.com,,Salesforce
10797325,Inactive Investor,Rashmini Yogaratnam,,Citigroup Global Markets Inc.,rashmini.yogaratnam@citi.com,,Salesforce
11030108,Inactive Investor,Edward Kuharski,,LPL Financial LLC Spokane WA 316 W Boone Ave,ed.kuharski@lpl.com,,Salesforce
10781445,Inactive Investor,Timothy Escobar,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Brea CA 10 Pointe Dr,timothy.escobar@morganstanley.com,,Salesforce
10657637,,Brandon Kanagy,,,brandon.kanagy@fidelity.com,,List Import
10858044,Inactive Investor,Douglas Labrosse,,"Allstate Financial Services, LLC Mullica Hill NJ 531 Mullica Hill Rd",douglaslabrosse@allstate.com,,Salesforce
11072330,Inactive Investor,Bennett Bilgere,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Capitola CA 3333 Clares St,bennett.bilgere@lpl.com,,Salesforce
9587241,,Hugh Short,,,hshort@ptcapital.com,,List import
11219174,,Christopher Herrel,,,cherrel@cadaretgrant.com,,Other
11119618,Inactive Investor,David Hanafin,,"Osaic Institutions, Inc. Burlington MA 7 Bedford St",dhanafin@infinexgroup.com,,Salesforce
10761153,Inactive Investor,Chad Mietz,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Madison WI 4602 E Towne Blvd",chad.mietz@usbank.com,,Salesforce
10505185,,Jason Black,FINANCIAL ADVISOR,LPL,jason.black62782@gmail.com,6147932121,List Import
11101972,Inactive Investor,Paul Miller,Financial Advisor,Edward Jones Bremerton WA 1100 Wheaton Way,,,Salesforce
10845124,Inactive Investor,Reginald Pineda,Financial Advisor,"Wells Fargo Clearing Services, LLC Cumming GA 5495 Bethelview Rd",reggie.pineda@wellsfargo.com,,Salesforce
11009767,Inactive Investor,Youssef Nehmi,,J.P. Morgan Securities LLC Glendale CA 500 N Glendale Ave,youssef.nehmi@jpmorgan.com,,Salesforce
10922785,Inactive Investor,David Wagner,,"Allstate Financial Services, LLC New Baltimore MI 47085 Gratiot Ave",davidwagner@allstate.com,,Salesforce
10964921,Inactive Investor,Brooke Vaccaro,,LPL Financial LLC Red Bank NJ 125 Half Mile Rd,brooke.vaccaro@lpl.com,,Salesforce
9595355,,Andrew Nigrelli,,,anigrelli@carsoninstitutional.com,,List import
11211541,Inactive Investor,Joastine Shannon,,J.P. Morgan Securities LLC Union City CA 34536 Alvarado Niles Rd,joastine.shannon@jpmorgan.com,,Salesforce
10876573,Inactive Investor,Nabil Castro,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11159913,Inactive Investor,Michael Handy,Investment Advisor;Owner;President,"Handy & Company Financial Advisors, Inc.",,,Salesforce
9547891,,Eric Hilderbrand,,,ehilderbrand@nationalsecurities.com,,List import
9627445,,Vatsana Sihakhom,,,vatsanasihakhom9@gmail.com,,List import
9584461,,woleuh iwah,,,fghjok@sina.com,,List import
6412466,,Melinda R Wells Melinda R Wells,,,hitasit463@bymercy.com,,Web Form Fillout
10932155,Inactive Investor,Kuldeep Madan,,"MML Investors Services, LLC Long Island City NY Private Residence",,,Salesforce
46759,,Douglas Olmscheid,Marketing Specialist,"Principal Securities, Inc.",olmscheid.doug@principal.com,515-247-0601,
11205972,Inactive Investor,Anthony Conner,,NYLIFE Securities LLC Vinton VA 131 E Lee Ave,awconner@ft.newyorklife.com,,Salesforce
219257,,Victor Pulido,,[Unknown],victormpa06@gmail.com,,source
10830663,Inactive Investor,Yordona Weinberger,,PFS Investments Inc. Chandler AZ 1820 E Ray Rd,yordona.weinberger@primerica.com,,Salesforce
10909652,Inactive Investor,James Reilly,Senior Wealth Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",james.reilly@schwab.com,,Salesforce
11013126,Inactive Investor,Catherine Ramsburg,,State Farm VP Management Corp. Dillsburg PA 108 S Baltimore St,,,Salesforce
10984686,Inactive Investor,Aaron Wiegman,Principal Wealth Manager,Savvy Del Mar CA Private Residence,aaron.wiegman@savvywealth.com,,Salesforce
10906115,Inactive Investor,Karen Jaber,,"Western International Securities, Inc. Campbell CA 900 E Hamilton Ave",kjaber@wisdirect.com,,Salesforce
10763038,Inactive Investor,Christopher Divito,,"Independent Financial Group, LLC Westlake OH 25117 Detroit Rd",,,Salesforce
11054856,Inactive Investor,Paul Smith,Financial Planner,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",psmith@lfg.com,,Salesforce
10761271,Inactive Investor,Robert Nyberg,Financial Advisor,Edward Jones Western Springs IL 822 Hillgrove Ave,bob.nyberg@edwardjones.com,,Salesforce
10810386,Inactive Investor,Francis Zoracki,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",,,Salesforce
11211092,Inactive Investor,Tak Yiu Cheung,,HSBC Securities (USA) Inc.,,,Salesforce
229646,, -,,[[Unknown]],davidvann9@aol.com,,Organic Search
10820668,Inactive Investor,Trevor Reid,Principal;Senior Investment Analyst,"Cornerstone Advisors Asset Management, LLC",treid@cornerstone-companies.com,,Salesforce
10894483,Inactive Investor,Michael Clark,,Cetera Advisor Networks LLC Lenexa KS Private Residence,,,Salesforce
144511,,Lance Harshbarger,,"Securities America Advisors, Inc.",lance@securitiesamerica.com,913-851-1903,
9549788,,Shannon Blackmon,,,shannonb@thomasdoll.com,,List import
10881774,Inactive Investor,Todd Bertsch,Financial Advisor;Investment Advisor,LPL Financial LLC Marysville MI 1919 Gratiot Blvd,todd.bertsch@lpl.com,,Salesforce
10863998,Inactive Investor,Michael Curley,,"Robertson Stephens Capital Markets, LLC",mcurley@rscapital.com,,Salesforce
10823689,Inactive Investor,Amy Unice,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",amy.unice@ml.com,,Salesforce
373621,,Ricardo Horta,,[Unknown],rhorta78@yahoo.com,,source
223210,,Thomas Baldwin,Managing Director,Winchester Realty,tbaldwin@winchesterrealty.com,,
11065503,Inactive Investor,Douglas Neracher,Regional Vice President,PFS Investments Inc. Portage MI 1302 W Milham Ave,douglas.neracher@primerica.com,,Salesforce
11206268,Inactive Investor,Shirley Stancill-Terrell,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,shirley.stancillterrell@primerica.com,,Salesforce
351876,,Greg Laczkowski,"Managing Director, Acquisitions","Transwestern Investment Management, Llc",greg.laczkowski@transwesterninvest.com,214-572-9817,Manual List Upload
10845427,Inactive Investor,Brian Mcdowell,Head - Office,United Capital Financial Advisors Englewood CO 5655 S Yosemite St,brian.mcdowell@gs.com,,Salesforce
11123138,Inactive Investor,Kelvin Lam,,"U.S. Bancorp Investments, Inc. Menlo Park CA 620 Santa Cruz Ave",kelvin.lam@usbank.com,,Salesforce
10884645,Inactive Investor,Dian Bretones,Chief Compliance Officer;Compliance Officer;Financial Advisor;Secretary;Tax Preparer;Treasurer,"Turner Financial Services, Inc.",,,Salesforce
9594219,,Michael Rainey,,,michael@raineyrandall.com,,List import
10923156,Inactive Investor,Elizabeth Elswick,Financial Advisor,Edward Jones Chicago IL 306 S Jefferson St,elizabeth.elswick@edwardjones.com,,Salesforce
10908760,Inactive Investor,Eric Braafladt,Associate Financial Advisor,Thrivent Investment Management Inc. Salem OR 4747 Skyline Rd S,eric.braafladt@thrivent.com,,Salesforce
11172509,Inactive Investor,Diane Debono Schafer,Chief Compliance Officer;Chief Operating Officer;Secretary,Anchor Capital Advisors LLC,ddebono@anchorcapital.com,,Salesforce
334731,,Michael Benedetto,Partner,"Alternative Investment Management, Llc",mbenedetto@aim13.com,212-557-6191,Manual List Upload
9628358,,Wayne C Fox,,,wfox@fox5.ca,,List import
11136561,Inactive Investor,Frank Senzino,Financial Advisor;First Vice President;Insurance Planning Director;Portfolio Manager,Morgan Stanley Little Falls NJ 150 Clove Rd,frank.senzino@morganstanley.com,,Salesforce
10843921,Inactive Investor,Alfred Hargrave,,Cetera Financial Specialists LLC Northborough MA 113 W Main St,alfred.hargrave@ceterafs.com,,Salesforce
10910423,Inactive Investor,Bryan McCrea,Financial Advisor;Member;Partner,Legacy Financial Independent Advisors LLC,,,Salesforce
10644668,,Timothy Mulrooney,,,tmulrooney@williamblair.com,,List Import
9614426,,Heartless Idiot,,,aryanyadav9989@gmail.com,,List import
10960457,Inactive Investor,Melissa Mantilla Gomez,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9638967,,Alexander Hetherington,,,alex.hetherington@yale.edu,,List import
10644309,,G Martinelli,,,gmartinelli@williamblair.com,,List Import
9548244,,Alessandro Meyer,,,alessandro.luca.meyer@gmail.com,,List import
10828551,Inactive Investor,Vaughn Woods,,Bolton Global Capital La Jolla CA 2226 Avenida de la Playa,vwoods@deltaequity.com,,Salesforce
11125057,Inactive Investor,William Hearne,,"Raymond James Financial Services, Inc. Greenville SC 518 E North St",zach.hearne@raymondjames.com,,Salesforce
10987845,Inactive Investor,Lieng Chin,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,lfchin@ft.newyorklife.com,,Salesforce
11217093,,Ronald Silvestri,,,rsilvestri@nb.com,,Other
10908824,Inactive Investor,Chase Bratland,,Cetera Advisors LLC Henderson NV 375 N Stephanie St,chase.bratland@ceteraadvisors.com,,Salesforce
11232345,Inactive Investor,Paulo Ribeiro De Lemos,Investment Advisor Representative,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",,,Salesforce
10789933,Inactive Investor,Tyler Anderson,Financial Advisor,Edward Jones Brigham City UT 50 W Forest St,tyler.anderson@edwardjones.com,,Salesforce
10646511,,Ethan Callaway,,,ethan.callaway@ubs.com,,List Import
11260288,Inactive Investor,Jeanne Juricka,,LPL Financial LLC Newport Beach CA 5000 Birch St,jeanne.juricka@lpl.com,,Salesforce
11182201,Inactive Investor,Pamela Mahoney,Portfolio Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
11209649,Inactive Investor,Michael Jiskoot,President,"Valiant Wealth, LLC",michael@valiantwealth.com,,Salesforce
11045825,Inactive Investor,Martin Zalin,,"Saxony Securities, Inc. West Hempstead NY 300 Hempstead Tpke",mzalin@saxonysecurities.com,,Salesforce
10996453,Inactive Investor,Ian Garrett,,Edward Jones Maryland Heights MO 201 Progress Pkwy,ian.garrett@edwardjones.com,,Salesforce
10986776,Inactive Investor,Brolyn Burrows,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,bburrows@primerica.com,,Salesforce
10821063,Inactive Investor,Victoria Clark-Stoker,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,victoria.clarkstoker@ubs.com,,Salesforce
10758759,Inactive Investor,Brian Hazzard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brian.hazzard@schwab.com,,Salesforce
10939009,Inactive Investor,Andrew Larocca,Financial Advisor,LPL Financial LLC Brooklyn NY 265 86th St,a.larocca@lpl.com,,Salesforce
11170603,Inactive Investor,Jason Phillips,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",jason2.phillips@ml.com,,Salesforce
10614340,,Eli Retek,"Financial Advisor, Investment Advisor",,eli_retek@glic.com,,List Import
10969464,Inactive Investor,Carlos Simon,,PFS Investments Inc. Coral Springs FL 9600 W Sample Rd,carlos.simon@primerica.com,,Salesforce
11191593,Inactive Investor,Cesar Albiz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",cesar.albiz@ml.com,,Salesforce
10596070,,Carol Keen,,,carol.keen@morganstanley.com,,Web Form Fillout
11208940,Inactive Investor,Ronald Petroff,Senior Investment Officer,DeCamilla Capital Management LLC Sacramento CA 3600 American River Dr,ronald@decamillacapital.com,,Salesforce
11136020,Inactive Investor,Ivan Mejia,,Fidelity Brokerage Services LLC,,,Salesforce
10648263,,Corey Gragg,,,cgragg@elkriverwealth.com,,List Import
9612818,,Stephen Goshorn,,,scgoshorn@gmail.com,,List import
184238,,Luke Adam,,"Forum Financial Management, Lp",ladam@forumfin.com,,
9636741,,Thomas Zidar,,,tpaulus@whummer.com,,List import
11189608,Inactive Investor,Edward McKeever,,"Raymond James Financial Services, Inc. Winter Park FL 1400 W Fairbanks Ave",edward.mckeever@raymondjames.com,,Salesforce
10857886,Inactive Investor,Eric Gross,Financial Professional,"MML Investors Services, LLC San Leandro CA 14515 Catalina St",ericgross@financialguide.com,,Salesforce
9612952,,John Dempsey,,,jdempsey@brai.com,,List import
32922,,Emanuel Israel,,United States,israel.emanuel1@gmail.com,,source
11185649,Inactive Investor,Joneal Ellison,,NYLIFE Securities LLC Elk Grove CA 9280 W Stockton Blvd,jellison01@ft.newyorklife.com,,Salesforce
11131548,Inactive Investor,Jennifer Garomon,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",jennifer_garomon@ml.com,,Salesforce
10835510,Inactive Investor,Robert Boerkoel,Financial Representative,"Centennial Securities Company, Inc. Jenison MI 7678 Cottonwood Dr",robert@centennialsec.com,,Salesforce
11086945,Inactive Investor,John Fendrich,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,jfendrich@josephstonecapital.com,,Salesforce
11014110,Inactive Investor,Gian Gonzalez,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,gian.gonzalez@jpmorgan.com,,Salesforce
11049838,Inactive Investor,Hurricane Davis,,PFS Investments Inc. Lynbrook NY 25 Atlantic Ave,harold.davis@primerica.com,,Salesforce
11049078,Inactive Investor,Michael Lisle,,"Brokers International Financial Services, LLC. Platteville WI 185 W Pine St",mlisle@brokersifs.com,,Salesforce
11150450,Inactive Investor,Conner Reuter,,Country Capital Management Company Nashville IL 277 E Walnut St,chance.reuter@countryfinancial.com,,Salesforce
10825933,Inactive Investor,Daniel Quinn,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",daniel.quinn@nm.com,,Salesforce
11045496,Inactive Investor,Brian Reinowski,,"Raymond James Financial Services, Inc. Waco TX 5400 Bosque Blvd",brian.reinowski@raymondjames.com,,Salesforce
11179465,Inactive Investor,Jonathan Blasko,Assistant Vice President;Director,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,jon.blasko@morganstanley.com,,Salesforce
10990572,Inactive Investor,Jack Rogers,,"Osaic FA, Inc. Ellicott City MD Private Residence",jack.rogers@lfg.com,,Salesforce
9597707,,Robyn Jameson,,,robynj@trinityfp.com,,List import
10912604,Inactive Investor,Justin Harman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11034561,Inactive Investor,Stephen Hinds,,"W&S Brokerage Services, Inc. Gilbert AZ 161 E Rivulon Blvd",,,Salesforce
11156982,Inactive Investor,Ashby Foote,Chief Compliance Officer;Chief Executive Officer;Founder;President,Vector Money Management Inc,ashby@vectormm.com,,Salesforce
9636693,,Mark Ludwig,,,mark.ludwig@sorensoncap.com,,List import
10829531,Inactive Investor,Richard Case,Senior Financial Advisor,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",rcase@wisdirect.com,,Salesforce
10780746,Inactive Investor,Scott Winters,,"Investment Planners, Inc. Brentwood TN 2 Maryland Farms",swinters@investment-planners.com,,Salesforce
371213,,Filip Ludwig,,[Unknown],filip.ludwig@law-school.de,,source
216834,,Owen Kiernan,,[Unknown],okiernan@mfs.com,,Event
10761790,Inactive Investor,Jessica Bustos,Senior Client Service Associate,Morgan Stanley San Antonio TX 7600 Broadway,jessica.bustos@morganstanley.com,,Salesforce
10804473,Inactive Investor,Courtney Custer,Financial Advisor,"Wells Fargo Clearing Services, LLC Johnstown PA 140 Pasquerilla Plz",courtney.custer@wfadvisors.com,,Salesforce
11182598,Inactive Investor,Julie Clementi,,"Osaic Institutions, Inc. Stroudsburg PA 559 Main St",,,Salesforce
11206025,Inactive Investor,Julie Kanedy,,LPL Financial LLC Fishers IN 10100 Lantern Rd,julie.cox@lpl.com,,Salesforce
9641869,,Davee Gunn,,,davee@primequadrant.com,,List import
10854735,Inactive Investor,Herschel Harvey,Financial Advisor,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",herschel.harvey@nm.com,,Salesforce
11155111,Inactive Investor,Andrew Mclean,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
9590938,,James Conant,,,jconant@hitehedge.com,,List import
9543676,,Dana Curran,,,slacktideboss@gmail.com,,List import
10792768,Inactive Investor,George Miller,Financial Professional,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",george.miller@prudential.com,,Salesforce
11213008,Inactive Investor,Steven Marshall,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,steve.marshall@fmr.com,,Salesforce
9634205,,Joseph Versaggi,,,joseph.versaggi@wcmadvisors.com,,List import
11175382,Inactive Investor,Grant Hershberger,,Edward Jones Ottawa OH 1800 N Perry St,,,Salesforce
10832457,Inactive Investor,Erik Midas,Client Service Associate;Financial Advisor,Navigation Group LLC,,,Salesforce
10907203,Inactive Investor,Aaron Wickham,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10813527,Inactive Investor,Elizabeth Urner,,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,eurner@rwbaird.com,,Salesforce
11103238,Inactive Investor,Mark Woods,Financial Advisor,Edward Jones Magnolia AR 409B N Jackson,mark.woods@edwardjones.com,,Salesforce
10939557,Inactive Investor,Michael Clancy,,"Cambridge Investment Research, Inc. Utica MI 45656 Village Blvd",,,Salesforce
10866321,Inactive Investor,Douglas Draper,,"Farmers Financial Solutions, LLC Denver CO 445 Union Blvd",ddraper@farmersagent.com,,Salesforce
6184,,Kathleen -,,[[Unknown]],ksmith4602@gmail.com,,Initial Salesforce Import
11031595,Inactive Investor,Bardette Hicks,,"ELE Wealth Solutions, Inc.",bhicks@elewealth.com,,Salesforce
10878886,Inactive Investor,Patricia Feurer,,"UMB Financial Services, Inc. Leawood KS 4200 W 115th St",patricia.feurer@umb.com,,Salesforce
11061725,Inactive Investor,Wayne Sackley,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,wayne.sackley@fidelity.com,,Salesforce
346856,,Bateman Parsons,Portfolio Manager,Parsons Capital Management Inc,bates@parcap.com,401-521-2440,Manual List Upload
10927789,Inactive Investor,Jack Westphal,,The Tavenner Company,jack.westphal@tavennerco.com,,Salesforce
11261292,Inactive Investor,Daniel Meneses,Equity Analyst;Portfolio Manager,Douglas C. Lane & Associates,dmeneses@dclainc.com,,Salesforce
10399009,,Lorenzo Melendez,,,lorenzomelendez396@gmail.com,,Web Form Fillout
10767595,Inactive Investor,Mark Heisler,,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",mheisler@financialguide.com,,Salesforce
10769045,Inactive Investor,Janssen Carr-Barfield,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",janssen.barfield@ml.com,,Salesforce
10941502,Inactive Investor,Jeronimo Ramirez,,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
10851731,Inactive Investor,Leah Pugh,Financial Advisor,Edward Jones Staunton VA 108 Parkersburg Tpke,leah.pugh@edwardjones.com,,Salesforce
9642952,,Andrew Branoff,,,ak@branoff.com,,List import
10819301,Inactive Investor,Richard Houstoun,Chief Compliance Officer;President,"Houstoun Capital Management, Inc. Bethesda MD 4340 E West Hwy",,,Salesforce
59820,,Billy Yuen,Chief Executive Officer And Risk Officer,Brickell Key Asset Management Llc,yuen@bkaml.com,917-388-3055,Manual List Upload
10943826,Inactive Investor,Brock Woessner,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brock_woessner@vanguard.com,,Salesforce
11034622,Inactive Investor,Victoria McMahon Croce,,"Bankers Life Securities, Inc. Rochelle Park NJ 365 W Passaic St",victoria.mcmahoncroce@bankerslife.com,,Salesforce
372105,,JUN NI,,United States,wni@yycpaco.com,,Salesforce
10876385,Inactive Investor,Raul Celada Arguelles,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,raul.celada@ubs.com,,Salesforce
10999756,Inactive Investor,Benjamin Pelz,,"Stifel, Nicolaus & Company, Incorporated Memphis TN 775 Ridge Lake Blvd",,,Salesforce
9545470,,Ryan Dombrowski,,,ryan.dombrowski@gmail.com,,List import
10865576,Inactive Investor,John Dalton,President,"Provident Capital Management, Inc. Dallas TX 4925 Greenville Ave",,,Salesforce
11182212,Inactive Investor,Nancy Higgins,Senior Registered Associate,Morgan Stanley Sioux Falls SD 300 Cherapa Pl,nancy.a.higgins@morganstanley.com,,Salesforce
9553301,,Andrew Wolfe,,,andrew@kovacksecurities.com,,List import
10821219,Inactive Investor,Natalia Koritskaya,Financial Advisor,"Ameriprise Financial Services, LLC San Mateo CA 1900 OFarrell St",natalia.koritskaya@ampf.com,,Salesforce
10773029,Inactive Investor,Michael Goethals,Financial Advisor,Edward Jones Dallas TX 8144 Walnut Hill Ln,michael.goethals@edwardjones.com,,Salesforce
10803754,Inactive Investor,Blake Furgerson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",blake.furgerson@stifel.com,,Salesforce
10937748,Inactive Investor,Brian McLaughlin,,LPL Financial LLC Denton TX Private Residence,brian.mclaughlin@lpl.com,,Salesforce
11193270,Inactive Investor,John Degeorge,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,,,Salesforce
10959285,Inactive Investor,Jace Anderson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",jace.anderson@schwab.com,,Salesforce
11001548,Inactive Investor,Caroline Motley,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",caroline.harris@nm.com,,Salesforce
11197947,Inactive Investor,Thomas King,Private Client Advisor,J.P. Morgan Securities LLC Cary NC 610 Magness Dr,thomas.d.king@jpmorgan.com,,Salesforce
10815610,Inactive Investor,Samantha Grieco,Financial Advisor,Morgan Stanley Reston VA 11951 Freedom Dr,samantha.grieco@morganstanley.com,,Salesforce
9621341,,Neesirg lknlk,,,lknkln@dsk.com,,List import
11213335,Inactive Investor,Paul Robak,,"Ameritas Investment Company, LLC Clarkston MI 7410 M E Cad Blvd",probak@ameritas.com,,Salesforce
11073092,Inactive Investor,Michael Cook,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10950591,Inactive Investor,Erinleigh Finnegan,,"Saybrus Equity Services, LLC",efinnegan@saybruspartners.com,,Salesforce
9627193,,Kyunghyun Kim,,,kkhh6127@gmail.com,,List import
225879,,Patrick -,Wealth Management Consultant,Self,botullio@aol.com,,Initial Salesforce Import
11204845,Inactive Investor,Jennifer Berlin,,"First Command Brokerage Services, Inc.",jsberlin@firstcommand.com,,Salesforce
11006313,Inactive Investor,Doyle Dominy,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",kip.doyle@raymondjames.com,,Salesforce
11137753,Inactive Investor,Christopher Bienvenu,Wealth Advisor,Commonwealth Financial Network Lafayette LA 100 Petroleum Dr,cbienvenu@commonwealth.com,,Salesforce
236381,, -,,[[Unknown]],builder@montana.com,,
10963456,Inactive Investor,Chia-Wei Liu,Premier Banker,"Wells Fargo Clearing Services, LLC Mercer Island WA 3001 78th Ave SE",,,Salesforce
10999716,Inactive Investor,Amanda Gile,,"J. Alden Associates, Inc.",agile@j-alden.com,,Salesforce
10819147,Inactive Investor,James Gooding,Financial Advisor,Edward Jones High Point NC 2023 La Dora Dr,jim.gooding@edwardjones.com,,Salesforce
10904586,Inactive Investor,Stephen Hickman,Financial Advisor,Fisher Investments,s.hickman@fi.com,,Salesforce
337677,,Justin Fisk,Portfolio Analyst,"Sheridan Road Advisors, Llc, A Hub International C",jfisk@sheridanroad.com,847-205-9073,Manual List Upload
9615230,,Abdelhamid Hamdaoui,,,abdelhamid007007@gmail.com,,List import
9644959,,Jim Cunningham,,,jjc05@sbcglobal.net,,List import
11233048,Inactive Investor,Andrew Thompson,,"Wells Fargo Clearing Services, LLC Blue Bell PA 1375 Skippack Pike",,,Salesforce
11114093,Inactive Investor,Michelle Hansen,,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",michelle.hansen@citizenssecurities.com,,Salesforce
10964084,Inactive Investor,Eric Vochatzer,Associate,Edward Jones Shawnee KS 5361 Roberts St,,,Salesforce
10613857,,Adam Rivera,"Financial Advisor, First Vice President",,adam.rivera@ubs.com,,List Import
11036606,Inactive Investor,Howard Aschwald,Investment Strategist,"Delta Investment Management, LLC",howard@deltaim.com,,Salesforce
10804119,Inactive Investor,Ernest Stanley,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Columbia SC 1441 Main St,cstanley@janney.com,,Salesforce
10762684,Inactive Investor,Mitchell Beer,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",mitchell.beer@nm.com,,Salesforce
11158647,Inactive Investor,Richard Seeley,Chief Compliance Officer;Director;Financial Advisor;Secretary;Treasurer,"Pinney & Scofield, Inc.",richard@pinneyandscofield.com,,Salesforce
10775091,Inactive Investor,Lori Lacoste,Wealth Management Associate,UBS Financial Services Inc. New Orleans LA 909 Poydras St,lori.lacoste@ubs.com,,Salesforce
11077200,Inactive Investor,James Banks,,State Farm VP Management Corp.,james.banks.r765@statefarm.com,,Salesforce
11149221,Inactive Investor,John Dill,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",john.dill@nm.com,,Salesforce
11220953,,Benjamin Abraham,,,benjamin.abraham@allworthfinancial.com,,List Import
11152081,Inactive Investor,Kurt Jasin,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",kurt.jasin@bernstein.com,,Salesforce
10612800,,Brian Crandall,Financial Advisor,,brian.crandall@ampf.com,,List Import
10990235,Inactive Investor,Todd Vanmersbergen,,"Avantax Investment Services, Inc. Everson WA 109 E Main St",,,Salesforce
10960773,Inactive Investor,Nazanin Meftah,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",naz.meftah@tfaconnect.com,,Salesforce
10896294,Inactive Investor,Kristoffer Conrad Pingul,,Fidelity Brokerage Services LLC,,,Salesforce
10783426,Inactive Investor,Arthur Degaetano,Chief Investment Officer;Founder;Member,"Bramshill Investments, LLC Hackensack NJ 411 Hackensack Ave",adegaetano@bramshillinvestments.com,,Salesforce
10846043,Inactive Investor,Alexander Girres,Financial Advisor,Edward Jones Storm Lake IA 1411 E Lakeshore Dr,alexander.girres@edwardjones.com,,Salesforce
10924729,Inactive Investor,Paula Applin,,PFS Investments Inc. Sugar Land TX 19901 Southwest Fwy,paula.applin@primerica.com,,Salesforce
11198855,Inactive Investor,Alcharles Castillo,,J.P. Morgan Securities LLC Scottsdale AZ 7345 E McDowell Rd,alcharles.castillo@jpmorgan.com,,Salesforce
11166951,Inactive Investor,Jay Fischer,,Cetera Advisor Networks LLC Palm Beach Gardens FL 3300 PGA Blvd,,,Salesforce
10662352,,Joshua Mauk,,,joshua@terrawealth.com,,List Import
9638904,,Jean-Bernard Uldry,,,jb.uldry@ccap.ch,,List import
11118939,Inactive Investor,Layla Slater,Financial Advisor,LPL Financial LLC Peoria IL 240 SW Jefferson Ave,layla.slater@lpl.com,,Salesforce
11051071,Inactive Investor,Neerja Bhargava,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Santa Clara CA 65 N Winchester Blvd",neerja.bhargava@wellsfargoadvisors.com,,Salesforce
228530,, -,,[[Unknown]],ksryung1225@gmail.com,,Content
10905412,Inactive Investor,Deborah Blankenship,,"Osaic Wealth, Inc. Benton KY 100 W 5th St",,,Salesforce
11180633,Inactive Investor,Hilary Pominville,,PFS Investments Inc. Beaver Falls NY 9572 Main St,hilary.pominville@primerica.com,,Salesforce
9609935,,Ralph Ramirez,,,ralphramirezich@gmail.com,,List import
10885413,Inactive Investor,Morris Herman,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10835109,Inactive Investor,Lance Woodburn,Financial Advisor,LPL Financial LLC La Joya TX Private Residence,lance.woodburn@lpl.com,,Salesforce
11173278,Inactive Investor,Karen Kieff,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",karen_kieff@ml.com,,Salesforce
10997916,Inactive Investor,Philip Bender,Associate Financial Advisor;Investment Solutions Representative,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,pbender@rwbaird.com,,Salesforce
10899156,Inactive Investor,Lillian Bloomberg,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lillian.s.bloomberg@jpmorgan.com,,Salesforce
10617842,,Megan Noga,,,megan.noga@ml.com,,List Import
11100186,Inactive Investor,John Deming,First Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,john.deming@ubs.com,,Salesforce
10848006,Inactive Investor,Robert Malek,,PlanMember Securities Corporation Crown Point IN 9800 Connecticut Dr,,,Salesforce
11065572,Inactive Investor,John Loughlin,,State Farm VP Management Corp. Troy NY 160 Oakwood Ave,john.loughlin.glp3@statefarm.com,,Salesforce
245365,,Sarah Grieco,Senior Sales Manager,Syntax,sgrieco@syntaxindices.com,17328654653,Manual List Upload
11192793,Inactive Investor,Joseph Shenk,,"Concourse Financial Group Securities, Inc. Waynesboro VA 201 Osage Ln",joseph.shenk@concoursefinancial.com,,Salesforce
11039498,Inactive Investor,Mohamed Othman,,Santander Securities LLC Staten Island NY 1320 Hylan Blvd,,,Salesforce
11101849,Inactive Investor,Terence Pasket,Private Client Advisor,J.P. Morgan Securities LLC Jacksonville FL 4990 Town Center Pkwy,terry.m.pasket@jpmorgan.com,,Salesforce
11065990,Inactive Investor,Shana Amster,,"Osaic Wealth, Inc. Tucson AZ 5995 E Grant Rd",,,Salesforce
11108736,Inactive Investor,James Nix,Financial Advisor,LPL Financial LLC Birmingham AL 2201 Providence Park,jim.nixjr@lpl.com,,Salesforce
11236294,Inactive Investor,Marcus Holzschuh,Associate Investment Advisor,"Vickerman Investment Advisors, Inc.",,,Salesforce
187832,,Sean OBrien,,[Unknown],obriensean82@gmail.com,,source
11192943,Inactive Investor,Alyssa Berry,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",alyssa.davenport@valic.com,,Salesforce
11100418,Inactive Investor,Benjamin Simiskey,Founder;Manager;Owner,"Lakes Wealth Advisory, LLC",ben@plsadvisory.com,,Salesforce
11196706,Inactive Investor,Victor Vera Arias,,GWN Securities Inc. Chester NJ 1 Mill Ridge Ln,vvera-arias@gwnsecurities.com,,Salesforce
11172026,Inactive Investor,Rune Medhus,,B. Riley Wealth Management Houston TX 4400 Post Oak Pkwy,rmedhus@wundernet.com,,Salesforce
9596952,,Surya Bharathi,,,suryabharathikumar@gmail.com,,List import
11123777,Inactive Investor,Kelvin Tsai,Private Client Banker,J.P. Morgan Securities LLC Flushing NY 3901 Main St,kelvin.tsai@jpmorgan.com,,Salesforce
10991209,Inactive Investor,Alex Bars,Financial Professional,LPL Financial LLC Nashville TN 30 Burton Hills Blvd,alex.bars@lpl.com,,Salesforce
351626,,Frank Nash,Managing Director,Midocean Credit Partners,fnash@midoceanpartners.com,212-497-1400,Manual List Upload
9584313,,Jay Frank,,,jay.frank@wealthspire.com,,List import
10805765,Inactive Investor,Sarah Fox,,Edward Jones Charleston SC Private Residence,,,Salesforce
11032479,Inactive Investor,Jason Pandak,,"AmeriVet Securities, Inc.",jpandak@amerivetsecurities.com,,Salesforce
11022304,Inactive Investor,Cecille Alcaide,,PFS Investments Inc. Fort Washington MD 9400 Livingston Rd,calcaide@primerica.com,,Salesforce
9548002,,Shankar Narayan,,,snarayan@sbcglobal.net,,List import
11124731,Inactive Investor,Peter Barber,,Stonex Securities Inc. Huntsville AL 403 Madison St SE,peter.barber@saswealth.com,,Salesforce
10882920,Inactive Investor,Robert Savage,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Boston MA 60 State St",robert.savage@ampf.com,,Salesforce
10769441,Inactive Investor,Tony Clark,Financial Advisor,"Ameriprise Financial Services, LLC Florence AL 1112 Bradshaw Dr",tony.d.clark@ampf.com,,Salesforce
11104250,Inactive Investor,Lance Parker,Chief Compliance Officer;Financial Advisor;Managing Member,Lance Parker Wealth Management,lance@parkerwas.com,,Salesforce
11122507,Inactive Investor,Luis Gonzalez,,Goldman Sachs & Co.,,,Salesforce
10867613,Inactive Investor,Vincenzo Ursino,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",vursino@phoenixinc.com,,Salesforce
10853547,Inactive Investor,Briana Keydel,Managing Partner,Wealthspire Advisors Seattle WA 1700 Westlake Ave N,kelly.keydel@wealthspire.com,,Salesforce
9590093,,Emily Masters,,,masters@ridgecreekglobal.com,,List import
10789983,Inactive Investor,Mark Lucaccioni,Chief Compliance Officer;Managing Principal;Member;Regulatory Contact,Prairie Sky Financial Group,mark.lucaccioni@prairieskyfg.com,,Salesforce
5065335,,yut tom,,,pivowin590@pamaweb.com,,Web Form Fillout
10889078,Inactive Investor,Mikhail Cherny,,"Citizens Securities, Inc. Lackawaxen PA Private Residence",michael.cherny@citizenssecurities.com,,Salesforce
9540782,,Plutus Back Office,,Plutus21 Blockchain Opportunities Fund I LP,plutus21@navbackoffice.com,,List Import
11188511,Inactive Investor,Katie Geery,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",katie.geery@ampf.com,,Salesforce
10861248,Inactive Investor,Dale Carlson,Financial Advisor,Commonwealth Financial Network Miami Beach Fl Private Residence,dcarlson@commonwealth.com,,Salesforce
11018462,Inactive Investor,Re-Chard Alexander,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10862232,Inactive Investor,Eric Tom,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",etom@financialguide.com,,Salesforce
10871939,Inactive Investor,Michael Hoefler,Financial Advisor,"Plan A Wealth, LLC",mike@planawm.com,,Salesforce
10981681,Inactive Investor,Jason Clark,,"Citizens Securities, Inc. Canton MI 285 N Canton Center Rd",jason.clark@citizensbank.com,,Salesforce
10832973,Inactive Investor,Lowell Washam,Financial Advisor,Edward Jones Somerset KY 368 N Hwy 27,tim.washam@edwardjones.com,,Salesforce
10875310,Inactive Investor,Linh Nguyen,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,linh.nguyen@morganstanley.com,,Salesforce
11124155,Inactive Investor,Chet Bandy,,"Northwestern Mutual Investment Services, LLC Bloomington IL 102 S East St",chet.bandy@nm.com,,Salesforce
11219863,,Matthew Campbell,,,matthew.campbell@bentallgreenoak.com,,Other
10804140,Inactive Investor,Michael Richardson,Financial Advisor,Edward Jones Leo IN 14110 Pony Express Run,michael.richardson@edwardjones.com,,Salesforce
10880964,Inactive Investor,Michael Raspallo,,"The Patriot Financial Group, LLC West Warwick RI 1350 Division Rd",,,Salesforce
10766309,Inactive Investor,Sabrina Coles,Registered Client Associate,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",sabrina.coles@wellsfargoadvisors.com,,Salesforce
10970698,Inactive Investor,Jacob Hernandez,Financial Advisor,LPL Financial LLC Wheaton IL 625 E Roosevelt Rd,jacob.hernandez@lpl.com,,Salesforce
11003343,Inactive Investor,Benjamin Plummer,,NYLIFE Securities LLC Aurora OH 33 N Chillicothe Rd,,,Salesforce
9630991,,Dylan Charrat,,,dylan.charrat@gmail.com,,List import
11160180,Inactive Investor,Nicolas Timpone,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
9549454,,Darren Massey,,,darenmassey@gmail.com,,List import
9598989,,Thibault Jaigu,,,thibault.jaigu@gmail.com,,List import
11162103,Inactive Investor,Greg Coburn,,LPL Financial LLC Walnut Creek CA 1333 N California Blvd,greg.coburn@lpl.com,,Salesforce
11237141,Inactive Investor,Andrew Brace,Investment Advisor Representative,Coppell Advisory Solutions LLC Portland MI Private Residence,,,Salesforce
10968970,Inactive Investor,Milton Smith,,PFS Investments Inc. Starkville MS 101 S Lafayette St,,,Salesforce
9619076,,Gustav Bildh,,,gb_gustav@hotmail.com,,List import
11073414,Inactive Investor,Louis Bordonaro,,"Osaic Wealth, Inc. Washington NY Private Residence",,,Salesforce
10851554,Inactive Investor,Robert Gevjan,Financial Advisor,Edward Jones Canton NC 548 Park St,rob.gevjan@edwardjones.com,,Salesforce
9555370,,Michael Miller,,,mmiller@wia.cc,,List import
11065849,Inactive Investor,James McLaughlin,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
11044516,Inactive Investor,Vincent Demarco,,J.P. Morgan Securities LLC Saint Charles IL 575 S Randall Rd,vincent.m.demarco@chase.com,,Salesforce
9548637,,Doug Custer,,,doug@viridianadvisors.com,,List import
9594996,,Katie Basinger,,,kbasinger@sequoia-financial.com,,List import
9561239,,Andrew Mhley,,,andrew@alertclaims.com,,List import
11084311,Inactive Investor,Jeffrey Lown,,"Kestra Investment Services, LLC West Chester PA 882 S Matlack St",,,Salesforce
11213099,Inactive Investor,William Gevers,,Cetera Advisor Networks LLC Issaquah WA 5825 221st Pl SE,geversw@ceteranetworks.com,,Salesforce
10904709,Inactive Investor,Michael Kenyon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",michael.kenyon@ml.com,,Salesforce
11041843,Inactive Investor,Gladiola Nikolli,,J.P. Morgan Securities LLC Scottsdale AZ 4922 E Bell Rd,gladiola.nikolli@jpmorgan.com,,Salesforce
11261192,Inactive Investor,Krysten Taylor,Chief Financial Officer,"Formidable Asset Management, LLC",,,Salesforce
11100340,Inactive Investor,Jennifer Culp,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,jennifer.candelario@ubs.com,,Salesforce
245902,,Not Provided,Founder & CEO,Jefferson Digital Technologies,cjackson@jefferson-digital.com,,Manual List Upload
11024652,Inactive Investor,Mark Procknal,Financial Advisor,Silver Grove Advisory Services Buffalo NY 19 S Long St,mprocknal@silvergrovegroup.com,,Salesforce
10785283,Inactive Investor,Robert Intoccia,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,robert.intoccia@fidelity.com,,Salesforce
11033083,Inactive Investor,Alejandro Bueno,Associate Financial Advisor,"Ameriprise Financial Services, LLC Clearwater FL 18167 US Hwy 19 N",alex.bueno@ampf.com,,Salesforce
11154776,Inactive Investor,Bruce Wiessner,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",bruce.wiessner@wellsfargoadvisors.com,,Salesforce
9581962,,Dwayne Hagerman,,,dwayne.hagerman@gmail.com,,List import
10819296,Inactive Investor,Vito Tango,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,atango@janney.com,,Salesforce
11194478,Inactive Investor,Pete Bouros,Vice President,"MML Investors Services, LLC Chicago IL 1 N Franklin St",pbouros@massmutual.com,,Salesforce
10901722,Inactive Investor,Wai Suet Tang,Vice President,Morgan Stanley South Jordan UT 680 W 10000 S,wai.tang@morganstanley.com,,Salesforce
9572129,,Eric Vitelli,,,eric.vitelli@huntington.com,,List import
11093220,Inactive Investor,James Guest,Financial Advisor,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",jim.guest@wellsfargoadvisors.com,,Salesforce
219435,,xw lee,,[Unknown],leexianwei@gmail.com,,Organic Search
9604333,,Alex Cheema,,,alex@alexcheema.com,,List import
10885173,Inactive Investor,David Nguyen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.nguyen@fidelity.com,,Salesforce
10853357,Inactive Investor,Eric Deuker,Financial Advisor,"Ameriprise Financial Services, LLC Byron Center MI 7700 Byron Center Ave SW",eric.2.deuker@ampf.com,,Salesforce
11208356,Inactive Investor,Brian Langley,Founder;Founding Partner;Manager;Managing Member;Managing Partner,"Langley Wealth Management, LLC",blangley@langleywm.com,,Salesforce
11035580,Inactive Investor,Kevin Coscarelli,,Lincoln Investment New Hyde Park NY 1979 Marcus Ave,,,Salesforce
10807980,Inactive Investor,Barbara Streeter,Senior Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,barbara.streeter@morganstanley.com,,Salesforce
11197624,Inactive Investor,Blake Stanley,Chief Investment Officer;Partner,Legacy Advisory Limited Company Overland Park KS 10561 Barkley St,,,Salesforce
11007816,Inactive Investor,James Williams,,"Kestra Investment Services, LLC",,,Salesforce
11063946,Inactive Investor,Matthew Rudisill,,Fidelity Brokerage Services LLC,,,Salesforce
10873406,Inactive Investor,Matthew Javois,Senior Regional Leader,PFS Investments Inc. Somerset NJ 347 Elizabeth Ave,matthews.javois@primerica.com,,Salesforce
10785719,Inactive Investor,Michael Sarabia,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11205776,Inactive Investor,Mellissa Linnhoff,,"Raymond James Financial Services, Inc. Boca Raton FL 7284 W Palmetto Park Rd",mellissa.linnhoff@raymondjames.com,,Salesforce
10753404,Inactive Investor,John O'Kelley,Retirement Planning Specialist,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",john.okelley@nm.com,,Salesforce
11114802,Inactive Investor,Yunfen Yi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11070582,Inactive Investor,Kelly Maestas,Associate,Edward Jones Pagosa Springs CO 135 Country Center Dr,kelly.maestas@edwardjones.com,,Salesforce
11092160,Inactive Investor,Carter Ledgewood,,"American Fidelity Securities, Inc.",carter.ledgewood@af-group.com,,Salesforce
9542979,,Attila Soos,,,attila@stonningtongroup.com,,List import
9639068,,Adir Alcides de Oliveira,,,adir@casanprev.com.br,,List import
10596118,,Adam Fallis,,,adam.fallis@truist.com,,Web Form Fillout
10488301,,Mark McClanahan,"Chief Financial Officer, Regulatory Contact","Banner Oak Capital Partners, LP",mmclanahan@banneroak.com,,List Import
350452,,Ben Jones,,Opus Financial Solutions Llc,ben@opusfinsolutions.com,331-777-5449,Manual List Upload
11173708,Inactive Investor,Henry Pozo,,J.P. Morgan Securities LLC Lakewood NJ 1700 Madison Ave,henry.d.pozo@jpmorgan.com,,Salesforce
10890445,Inactive Investor,Kristin Meisel,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence KS 900 Massachusetts St",k.meisel@ampf.com,,Salesforce
245333,,Matthew White,Storefront,Storefront,matt@storefrontco.com,,Manual List Upload
11193176,Inactive Investor,Lucille Lambert,Financial Advisor,Edward Jones Orem UT 272 E 930 S,lucille.lambert@edwardjones.com,,Salesforce
10659175,,Steven Knoop,,,sknoop@firstchicagoadvisors.com,,List Import
11206792,Inactive Investor,Jorge Aguilar,,LPL Financial LLC Newport Beach CA 5000 Birch St,jorge.aguilar@lpl.com,,Salesforce
11221563,,Tiera Mulligan,,,tiera@tfgllc.com,,List Import
150521,,Amanda Mahtani,,[Unknown],amanda.mahtani@gmail.com,,source
9573321,,Kaz Koyama,,,koyama.kaz@gmail.com,,List import
10974602,Inactive Investor,Jade Hemiller,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
334609,,Mandey Shrader,Client Associate,Lantz Financial Llc,mandey.shrader@lantzteam.co,331-204-6230,Manual List Upload
205916,,a a,,[Unknown],a.h+gs@berkeley.edu,,Paid Social
10900687,Inactive Investor,Samuel Baxter,Director - Private Wealth;Senior Director,"Synovus Securities, Inc. Columbia SC 1221 Main St",samuelbaxter@synovus.com,,Salesforce
11121890,Inactive Investor,Joy Casserly,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",joy.m.casserly@ml.com,,Salesforce
10848585,Inactive Investor,Leonard Mangiaracina,Executive Director;Financial Advisor,Morgan Stanley Potomac MD 12505 Park Potomac Ave,len.mangiaracina@morganstanley.com,,Salesforce
11193112,Inactive Investor,Lesley Bernal,,J.P. Morgan Securities LLC Sun City AZ 10116 W Bell Rd,lesley.bernal@jpmorgan.com,,Salesforce
10916726,Inactive Investor,Kevin Strang,,Goldman Sachs & Co.,,,Salesforce
10936989,Inactive Investor,Daniel Bishop,Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC New Prague MN 1305 1st St NE",daniel.r.bishop@wellsfargo.com,,Salesforce
9614855,,Jerry Cardone,,,gjcardone309@gmail.com,,List import
10814302,Inactive Investor,Margaret Smith,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",smithm@stifel.com,,Salesforce
167370,,Aaron Driver,,[Unknown],info@aarondriver.com,,Paid Social
10969295,Inactive Investor,Daniel Hart,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10842733,Inactive Investor,Vanessa Donaville,Broker;Chief Executive Officer;Officer,In Touch Financial Services,vdonaville@intouchrealtyservices.com,,Salesforce
11204594,Inactive Investor,Micah Kowbel,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",micah.kowbel@nm.com,,Salesforce
11220000,,Emanuele Buonamici,,,emanuele_buonamici@vanguard.com,,Other
11085418,Inactive Investor,Meagan Wakefield,Financial Advisor,Edward Jones San Francisco CA 4190 24th St,meagan.fishell@edwardjones.com,,Salesforce
11184194,Inactive Investor,Nathan Labiak,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Sante Fe CA 5951 La Sendita",nathan.labiak@ml.com,,Salesforce
11055574,Inactive Investor,Luke Schmitz,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,,,Salesforce
10937577,Inactive Investor,Garry Scheufler,,"Concurrent Investment Advisors, LLC Dallas TX 12240 Inwood Rd",,,Salesforce
10848321,Inactive Investor,Mark Wilensky,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Wimauma FL Private Residence",mark.wilensky@nm.com,,Salesforce
10839769,Inactive Investor,Gavin Raath,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10768467,Inactive Investor,Timothy Brown,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,timothy.brown@fidelity.com,,Salesforce
10731781,,Timothy Oliveira,,,timothy.negoce@protonmail.com,,Web Form Fillout
9646630,,Timothy Irving,,,tim.bullard@wfafinet.com,,List import
11140193,Inactive Investor,Cameron Hudson,,Mutual of America Securities LLC,cameron.hudson@mutualofamerica.com,,Salesforce
342962,,Robert Lessard,"Team Leader, Actuarial Specialist","Hooker & Holcombe Investment Advisors, Inc.",rlessard@hhconsultants.com,860-521-8400,Manual List Upload
336278,,Aaron Bellish,"Vice President, Chief Operating Officer And Limited Partner",Harding Loevner Lp,abellish@hlmnet.com,908-218-7900,Manual List Upload
10998211,Inactive Investor,David Trafican,Regional Director,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",david.trafican@prudential.com,,Salesforce
11178684,Inactive Investor,Cody Gibbs,,"Woodmen Financial Services, Inc.",cgibbs@woodmen.org,,Salesforce
10816343,Inactive Investor,David Flynn,Financial Advisor,"Osaic Wealth, Inc. East Troy WI 2100 Church St",,,Salesforce
10877881,Inactive Investor,Zhen Rong Yu,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temple City CA 9545 Las Tunas Dr",,,Salesforce
9609533,,Ben Brockman,,,benbrockmanisere@gmail.com,,List import
10871159,Inactive Investor,Kelly Voorhees,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kelly.kremer@fidelity.com,,Salesforce
9592260,,Joel Eidelstein,,,joel@rivoalto.com,,List import
11151928,Inactive Investor,Jacob Rhoades,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10926130,Inactive Investor,Victoria Watson,Financial Advisor,Edward Jones Lexington KY 1795 Alysheba Way,,,Salesforce
9592680,,David Gardner,,,david@caliberwealthmanagement.com,,List import
9637299,,Mustafijur Rahaman,,,mursalimseikho67@gmail.com,,List import
10863726,Inactive Investor,Joseph Downes,,"Raymond James Financial Services, Inc. Austin MN 330 N Main St",joseph.downes@raymondjames.com,,Salesforce
11067590,Inactive Investor,Matthew Rhodes,,"Wells Fargo Clearing Services, LLC Rome GA 2 Redmond Rd NW",,,Salesforce
9614751,,Panagiotis Vryonis,,,vrypan@gmail.com,,List import
11145570,Inactive Investor,Troy Corbridge,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,troy.corbridge@morganstanley.com,,Salesforce
10825490,Inactive Investor,Lisa Lewitzke,,Cetera Advisor Networks LLC Milwaukee WI 10700 W Research Dr,,,Salesforce
10615830,,Harman Mangat,,,harman.s.mangat@jpmorgan.com,,List Import
339341,,Mark Lishchynsky,Chief Operating Officer,"World Equity Group, Inc.",mlishchynsky@weg1.com,847-342-1700,Manual List Upload
10932901,Inactive Investor,Brandon Adkins,Registered Client Associate;Research Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
182439,,Stefan Theofilos,,[Unknown],stefan.theofilos@gmail.com,,
11008342,Inactive Investor,Naomi Friloux,,PFS Investments Inc. Canyon Country CA 27125 Sierra Hwy,nfriloux.ormg4@primerica.com,,Salesforce
9622004,,JAEJUN LEE,,,ljj571127@gmail.com,,List import
10978222,Inactive Investor,John Wilmer,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
10755205,Inactive Investor,Carla Tyner,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Chapel Hill NC 317 W Barbee Chapel Rd,carla.tyner@ubs.com,,Salesforce
10656620,,Grant Parker,,,grant.parker@nb.com,,List Import
11122171,Inactive Investor,Robert Lemnus,Financial Advisor,Edward Jones Valley City ND 104 E Main St,bob.lemnus@edwardjones.com,,Salesforce
11105171,Inactive Investor,Debra Schilling,Financial Advisor,LPL Financial LLC Fort Collins CO 109 Coronado Ct,debra.schilling@lpl.com,,Salesforce
10860427,Inactive Investor,Sean George,Divisional Vice President,"Ameriprise Financial Services, LLC Santa Monica CA Private Residence",sean.george@ampf.com,,Salesforce
9631224,,Samu Rye,,,samurye79@gmail.com,,List import
11095970,Inactive Investor,Ronald Hume,Board of Directors;Executive Vice President;Portfolio Manager,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,rhume@stonebridgecap.com,,Salesforce
11231324,Inactive Investor,Anthony Bird,,Vanguard Marketing Corporation,anthony_bird@vanguard.com,,Salesforce
10939195,Inactive Investor,Jay Hollis,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
9560457,,yusuf kanat,,,ykanat15@gmail.com,,List import
10611259,,Colin Wilhelmy,Financial Advisor,,colin.wilhelmy@ampf.com,,List Import
10489366,,Cathy Wrage,Senior Client Service Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,cathy.wrage@ubs.com,469-440-0593,List Import
8622020,,Jeffrey Gavaras,,,jgavaras@gmail.com,,Web Form Fillout
10809323,Inactive Investor,Gregory Mosick,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",gregory.mosick@equitable.com,,Salesforce
10898223,Inactive Investor,Anoushka Sood,,Citigroup Global Markets Inc.,anoushka.sood@citigroup.com,,Salesforce
11148987,Inactive Investor,Camille Dircks,,"Wells Fargo Clearing Services, LLC Alpharetta GA 2975 Holcomb Bridge Rd",,,Salesforce
140080,,Shea Waldron,,Waldron Private Wealth,swaldron@waldronpw.com,,
334087,,James Mcdermott,Manager,Madison Wealth Management,jmcdermott@madisonadvisors.com,513-871-4555,Manual List Upload
11136159,Inactive Investor,Shasta Rogers,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11098667,Inactive Investor,Cynthia Magnuson,Financial Advisor,Edward Jones Fargo ND 3280 Veterans Blvd S,cindy.magnuson@edwardjones.com,,Salesforce
11071108,Inactive Investor,Phillip Hartness,Financial Advisor,"Ameriprise Financial Services, LLC Gulfport MS 1822 15th St",phillip.l.hartness@ampf.com,,Salesforce
10910998,Inactive Investor,Jonathan Mills,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",jonathan.mills@bankerslife.com,,Salesforce
10808551,Inactive Investor,Pablo Gomez,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Spring TX 24 Waterway Ave,pablo.a.gomez@morganstanley.com,,Salesforce
10884984,Inactive Investor,Coy Berends,Financial Professional,Money Concepts Capital Corp Shattuck OK 420 S Main St,creeves@moneyconcepts.com,,Salesforce
10606387,,Charles McManus,"Financial Advisor, Investment Officer, Portfolio Manager, Vice President","Wells Fargo Advisors Financial Network, LLC",charles.b.mcmanus@wellsfargoadvisors.com,203-637-6441,List Import
10907513,Inactive Investor,Nicholas Ozyp,Analyst;Chief Compliance Officer,Two Prime LLC Denver CO 1615 Platte St,,,Salesforce
10769519,Inactive Investor,David Drinan,Financial Advisor;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Enfield CT 1699 King St",drinand@stifel.com,,Salesforce
10822878,Inactive Investor,Douglas Sanker,Managing Director - Wealth Management,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,douglas.sanker@ubs.com,,Salesforce
10746528,,Carlos Furigo,,,carlos.furigo@gmail.com,,Web Form Fillout
10971186,Inactive Investor,Shelby Stilwell,,LPL Financial LLC Waynesburg PA 103 E High St,shelby.stilwell@lpl.com,,Salesforce
141664,,MAREK ZABICKI,,[[Unknown]],marek@arteia.com,,Direct
9644900,,Jason Taylor,,,jtaylor09@ft.newyorklife.com,,List import
10800918,Inactive Investor,Paula McDonell,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",paula_mcdonell@ml.com,,Salesforce
11194040,Inactive Investor,Berthy Aguirre-Corral,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,baguirrecorr@ft.newyorklife.com,,Salesforce
11139016,Inactive Investor,Paul Leone,,LPL Financial LLC Corona CA 1295 Corona Pointe Ct,paul.leone@lpl.com,,Salesforce
11133809,Inactive Investor,Andrew Ma,,Sovereign Global Advisors LLC,,,Salesforce
11044441,Inactive Investor,Sandra Bawolek,Financial Advisor;Financial Representative,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",bawolek.sandy@principal.com,,Salesforce
10909667,Inactive Investor,Jake Gilliam,Managing Director,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11117020,Inactive Investor,Robert Cline,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",robert.cline@ampf.com,,Salesforce
10855551,Inactive Investor,Jeffrey Yoffe,Chief Compliance Officer;Member,"Yoffe Investment Management, LLC",jyoffe@yoffeinvestment.com,,Salesforce
9589565,,Alexander Mial,,,mialr03@gmail.com,,List import
11057809,Inactive Investor,Zahari Daskalov,Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,zahari.n.daskalov@jpmorgan.com,,Salesforce
9608780,,Jonathan Mogil,,,jonathan@mogil.net,,List import
9602716,,Thomas Sonigo,,,thomas.sonigo88@hotmail.com,,List import
10942396,Inactive Investor,Angel Sledge,,Fidelity Brokerage Services LLC,,,Salesforce
353162,,Zishu Yuan,CIO,Riverbasin Assets Management,zishu.yuan@riverbasinfund.com,,Event
11091192,Inactive Investor,Douglas Elliott,Vice President,LPL Financial LLC Houston TX 1200 Post Oak Blvd,elliottd@stifel.com,,Salesforce
10815835,Inactive Investor,Angelica Magno,,PFS Investments Inc. Mount Vernon WA 2210 Riverside Dr,angelica.magno@primerica.com,,Salesforce
11184044,Inactive Investor,Antonio Faretta,,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,antonio.faretta@primerica.com,,Salesforce
248364,,gabriel ng,director,crescent mgmt ltd,gab_ng@hotmail.com,,Manual List Upload
10975578,Inactive Investor,Jenna Allison,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9566769,,Eric Grasse,,,egrasse@dillon-assoc.com,,List import
10967744,Inactive Investor,Karen Bass,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",karen.bass@tiaa.org,,Salesforce
11204634,Inactive Investor,Meghan Carson,Senior Advisor,Alaska Wealth Advisors,meghan@apcm.net,,Salesforce
10924842,Inactive Investor,David Reneau,,Cetera Advisor Networks LLC Columbus GA 18 9th St,,,Salesforce
11207422,Inactive Investor,Jeffrey Burgess,Chief Executive Officer;Executive Vice President;President,"Busey Capital Management, Inc.",jeff.burgess@busey.com,,Salesforce
11099821,Inactive Investor,Dana Wilkins,Business Productivity Specialist;Senior Private Client Associate,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,dwilkins@janney.com,,Salesforce
11107844,Inactive Investor,Jackson Del Valle,Client Service Associate,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9572333,,Carl Simon,,,carl.simon@surveyor-capital.com,,List import
10603750,,Jonathan Woloshin,Chief Investment Officer,UBS Financial Services Inc.,jonathan.woloshin@ubs.com,,List Import
187593,,Zi Wei Wong,,n/a,wongziwei@gmail.com,,
10898867,Inactive Investor,Josiah Hoffman,Chief Compliance Officer;Owner;President;Wealth Manager,Hoffman Capital Advisors LLC,,,Salesforce
9645540,,Joseph Sciarrino,,,sciarrj@gmail.com,,List import
10808628,Inactive Investor,Stephen Cowan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",stephen.cowan@ml.com,,Salesforce
9636233,,Gregory Brown,,,gregory.brown@cowen.com,,List import
5251495,,Abdullah Alswied,,,abdullah.alswied@gmail.com,,Web Form Fillout
10892927,Inactive Investor,Joshua Granger,Financial Advisor,LPL Financial LLC Great Falls MT 300 Central Ave,joshua.granger@lpl.com,,Salesforce
10783519,Inactive Investor,Judi Rana,Vice President;Wealth Management Consultant,"RBC Capital Markets, LLC Denver CO 1801 California St",judi.rana@rbc.com,,Salesforce
10904562,Inactive Investor,Robert Pecoraro,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",robert.pecoraro@ampf.com,,Salesforce
10959336,Inactive Investor,Robert Williams,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11023528,Inactive Investor,Joshua Sanjule,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10924342,Inactive Investor,Michael Taylor,Financial Advisor,"Prospera Financial Services, Inc. Hurst TX 1845 Precinct Line Rd",,,Salesforce
10778541,Inactive Investor,Eliot Bishop,,"Charles Schwab & Co., Inc.",eliot.bishop@schwab.com,,Salesforce
10986177,Inactive Investor,Todd Korabik,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10811998,Inactive Investor,Carlos Olea Zambrano,Executive Director;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,marco.olea@morganstanley.com,,Salesforce
10960503,Inactive Investor,Jennifer Laguna,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,jlaguna@ft.newyorklife.com,,Salesforce
11203122,Inactive Investor,Robert Bosch,,Vanguard Marketing Corporation,robert_bosch@vanguard.com,,Salesforce
11155073,Inactive Investor,Catherine Howard,,"Girard Investment Services, LLC",howardc@univest.net,,Salesforce
203408,,Stephanie Hurley,,[Unknown],slhurley14@gmail.com,,
9551005,,Marianna Fassinotti,,,marianna.fassinotti@deshaw.com,,
11130229,Inactive Investor,Kristi Stevenson,,"First Citizens Investor Services, Inc. Charlotte NC 6808 Northlake Mall Dr",kristi.stevenson@firstcitizens.com,,Salesforce
9586810,,Kevin Shipp,,,kevin.shipp@fidelity.com,,List import
373865,,Raju Basumatary,,[Unknown],raj.b@digifaire.com,,source
11180896,Inactive Investor,Benjamin Smith,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Hales Corners WI 12065 W Janesville Rd",benjamin.p.smith@prudential.com,,Salesforce
10897270,Inactive Investor,Timothy Ohm,,Cetera Advisor Networks LLC Hanover PA 100 Filbert St,timothy.ohm@ceterafs.com,,Salesforce
9641701,,Scott Werthamer,,,swerthamer@yahoo.com,,List import
10944898,Inactive Investor,Ariel Garza,,State Farm VP Management Corp. Moses Lake WA 101 W Broadway Ave,,,Salesforce
10997906,Inactive Investor,Bradley Sonnier,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10805922,Inactive Investor,Thomas Palomares,Financial Advisor,Edward Jones Tucson AZ 6791 E Camino Principal,tom.palomares@edwardjones.com,,Salesforce
10832299,Inactive Investor,Michael Lindberg,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",mike.lindberg@nm.com,,Salesforce
10866159,Inactive Investor,Timothy Loeffler,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10488006,,Carmen Kilgore,,"Osaic Wealth, Inc.",clkilgore@earthlink.net,,List Import
11155530,Inactive Investor,Bryan Gainous,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,bryan.gainous.ui92@statefarm.com,,Salesforce
9596837,,Alice Winters,,,alice.winters@stewardpartners.com,,List import
11221593,,Peyton Denver,,,pdenver@firstrepublic.com,,List Import
10915010,Inactive Investor,Solomon Halpern,Member;President,"Highlander Wealth Services, LLC",shalpern@highlanderwealth.com,,Salesforce
10998105,Inactive Investor,Scott Shields,,"Robinhood Financial, LLC Denver CO 2373 15th St",scott.shields@robinhood.com,,Salesforce
10789026,Inactive Investor,Juan Peralta,Chief Compliance Officer;General Partner;Partner,Roof Eidam Maycock Peralta LLC San Francisco CA 1 Post St,john@rempadvisors.com,,Salesforce
10788268,Inactive Investor,Daniel Hintze,,"Raymond James Financial Services, Inc. Fond Du Lac WI 130 S Main St",daniel.hintze@raymondjames.com,,Salesforce
10966997,Inactive Investor,Timothy Ziemba,Chief Compliance Officer;Director - Operations,Iron Financial LLC,tim.ziemba@ironfinancial.com,,Salesforce
4982589,,David Denson,,,david.denson0609@gmail.com,,Web Form Fillout
10828012,Inactive Investor,Manuel Tezanos,International Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,manuel.tezanos@morganstanley.com,,Salesforce
10885370,Inactive Investor,Philip Mall,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11033239,Inactive Investor,Lindsey Cuneo,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
341509,,Jerome Lay,Partner,Atlas Holdings Llc,jlay@atlasholdingsllc.com,203-622-9138,Manual List Upload
236741,, -,,[[Unknown]],emanuele.delgamba90@outlook.it,,Organic Search
10887335,Inactive Investor,Jean Beranek,,"Osaic Wealth, Inc. Rockford IL 2126 N Perryville Rd",,,Salesforce
10926446,Inactive Investor,Kimia Vassetizadeh,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kimia.vassetizadeh@jpmorgan.com,,Salesforce
163529,,Robby Gay,,[Unknown],robbie.gray@ledcor.com,,
342976,,Trey Jurgens,Manager - Insurance Sales,Tony Walker Financial,trey@tonywalkerfinancial.com,270-843-9380,Manual List Upload
11147109,Inactive Investor,Belva Evans,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",belva.evans@ml.com,,Salesforce
10978027,Inactive Investor,Michael Woodland,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
248474,,Eva Blank,CIO,Blank Asset Management,e.blank@blank-asset.com,,Manual List Upload
11064088,Inactive Investor,Joseph Ewasik,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10787904,Inactive Investor,Kevin Mazer,Financial Consultant,Commonwealth Financial Network Portage MI 1624 W Centre Ave,kmazer@commonwealth.com,,Salesforce
9636194,,Sam Kirkpatrick,,,sam.kirkpatrick@bhkllc.com,,List import
11015690,Inactive Investor,Richard Ure,,"Gradient Securities, LLC San Antonio TX 19115 FM 2252",rure@gradientsecurities.com,,Salesforce
10953372,Inactive Investor,Adrian Ramirez,,J.P. Morgan Securities LLC New York NY 305 7th Ave,adrian.ramirez@jpmorgan.com,,Salesforce
11167723,Inactive Investor,Marianne Minio,Client Service Associate,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,m.minio@ubs.com,,Salesforce
10972976,Inactive Investor,Elizabeth Rogers,,"Citizens Securities, Inc. Hanover NH 44 S Main St",elizabeth.rogers@citizensbank.com,,Salesforce
10887226,Inactive Investor,Kyle Saenz,Wealth Manager,The AmeriFlex Group San Pedro CA 222 W 6th St,,,Salesforce
11231876,Inactive Investor,Michael Blasko,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10487353,,Patrick Moore,"Financial Advisor, Managing Director - Wealth Management",UBS Financial Services Inc.,patrick.moore@ubs.com,,List Import
10761050,Inactive Investor,Scott Henry,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,scott.henry@fidelity.com,,Salesforce
196917,,Catherine (Cat) Davies,,HighTower  Advisors,cdavis@hightoweradvisors.com,,
10038,,polycap Bondo,,Poly,polycapbondo4@yahoo.com,8434190051,Paid Search
11238410,Inactive Investor,Dennis Crilly,,"Cohen & Company Financial Management, Llc",dcrilly@cohenandcompany.com,,Salesforce
11212770,Inactive Investor,Douglas Graham,,J.P. Morgan Securities LLC Fort Gratiot MI 4512 24th Ave,douglas.w.graham@jpmorgan.com,,Salesforce
10993365,Inactive Investor,Christopher Rule,Director;Wealth Advisor,"Sequoia Financial Group, L.L.C. Columbus OH 5000 Horizons Dr",crule@sequoia-financial.com,,Salesforce
10889275,Inactive Investor,Shelly Mass,,"Madison Avenue Securities, LLC Seattle WA 431 SW Ambaum Blvd",,,Salesforce
9639410,,William Goldsmith,,,bill@nantucketfunds.com,,List import
11142158,Inactive Investor,Wendy Kidd,Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Walton Beach FL 45 Eglin Pkwy NE",wendy.kidd@ml.com,,Salesforce
370874,,?? ?,,United States,10233185@qq.com,,Salesforce
11169907,Inactive Investor,Christopher Stevenson,Financial Advisor,Edward Jones Barrington RI 310 Maple Ave,christopher.stevenson@edwardjones.com,,Salesforce
9614893,,Dan Weiskopf,,,dweiskopf@torosoinv.com,,List import
11047742,Inactive Investor,Cara Rhodes,Private Banker;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",crhodes@firsthorizon.com,,Salesforce
9547714,,Brandon Cardarelli,,,brandoncardarelli@waymarkwealth.com,,List import
9542387,,Rosie Clam,,,rosie_clam@yahoo.com,,List import
10934279,Inactive Investor,Ryan Howard,Wealth Manager,"626 Financial, LLC",rhoward@626financial.com,,Salesforce
9581060,,Kevin Cox,,,kcox@adaptadvisors.com,,List import
9645012,,Jennifer Brooks,,,iwantmyblueesadogbk@gmail.com,,List import
11260939,Inactive Investor,Jayden Fishbein,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
10963785,Inactive Investor,Cynthia Rottini,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,crottini@pksinvest.com,,Salesforce
11007581,Inactive Investor,Omar Hayan,,"RBC Capital Markets, LLC",,,Salesforce
11192370,Inactive Investor,Matthew Marcantonio,Assistant Vice President;Consulting Group Analyst;Financial Planning Associate,Morgan Stanley Providence RI 1 Financial Plz,,,Salesforce
347047,,Lori Selby,Vice President,Epic Trust Investment Advisors Llc,lori@epictrust.com,509-591-0014,Manual List Upload
11140811,Inactive Investor,Clement Berko,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,cberko@primerica.com,,Salesforce
10974753,Inactive Investor,Daniel Lowe,,"CapFinancial Securities, LLC.",danny.lowe@captrustadvisors.com,,Salesforce
11076642,Inactive Investor,Richard Turner,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10939267,Inactive Investor,Kevin Carr,,"Osaic Wealth, Inc. Auburn Hills MI 3254 University Dr",,,Salesforce
224914,,Anthony Pisani,,[Unknown],apisani@gmail.com,,source
11116800,Inactive Investor,Steven Earle,,"MML Investors Services, LLC Riverside RI 501 Wampanoag Trl",,,Salesforce
10986175,Inactive Investor,Adam Wondra,,LPL Financial LLC Wayzata MN 1200 Wayzata Blvd E,adam.wondra@lpl.com,,Salesforce
11107812,Inactive Investor,Carroll Davenport,Chief Investment Officer,TCM Atlanta GA Private Residence,,,Salesforce
10754620,Inactive Investor,Thomas Tarka,Financial Advisor,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",thom.tarka@rbc.com,,Salesforce
10661435,,Mclain Tallungan,,,journey@jfgplan.com,,List Import
192868,,John Pickavant,,John M Pickavant & Co Solicitors.,johnmpickavant@gmail.com,HK 26250068,
11101347,Inactive Investor,William Lahr,Chief Compliance Officer;President,"Archetype Advisors, LLC",bill.lahr@archetypeadvisor.com,,Salesforce
10945715,Inactive Investor,John Garcia,,"Concurrent Investment Advisors, LLC Dallas TX 12240 Inwood Rd",,,Salesforce
9624331,,Christopher Andrews,,,webreg@myfamail.net,,List import
10809794,Inactive Investor,Thomas Schaefer,,"Ausdal Financial Partners, Inc. Huron OH Private Residence",thomasschaefer@afpadvisor.com,,Salesforce
10884741,Inactive Investor,Rikiann Chow,,Cetera Investment Services LLC Honolulu HI 848 Ala Lilikoi St,,,Salesforce
10754590,Inactive Investor,Matthew Probst,Wealth Management Analyst,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,matthew.probst@morganstanley.com,,Salesforce
221303,,Chris DeShano,,[Unknown],cdeshano@gmail.com,,Direct
230282,, -,,[[Unknown]],lisaaziz9@gmail.com,,Organic Search
10837189,Inactive Investor,Christopher McConnell,Director - Business Strategy;First Vice President,Morgan Stanley New York NY 1585 Broadway,christopher.mcconnell@morganstanley.com,,Salesforce
10801969,Inactive Investor,Rebecca Hall,Private Wealth Advisor,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",rebecca.b.hall@ampf.com,,Salesforce
11039625,Inactive Investor,Panajot Ruci,,"Citizens Securities, Inc. Swampscott MA 500 Paradise Rd",panajot.ruci@citizensbank.com,,Salesforce
10618015,,Thomas Russell,,,thomas.russell@huntington.com,,List Import
11173810,Inactive Investor,Stephen Kurka,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",stephen.kurka@equitable.com,,Salesforce
11052731,Inactive Investor,Clark Frese,Managing Member;Regulatory Contact,"Asset Strategy Retirement Plan Consultants, LLC",,,Salesforce
10939026,Inactive Investor,Jenny Nichol,Chief Financial Officer;Principal,"Allen Capital Group, LLC Grand Island NE 3032 W Stolley Park Rd",jnichol@allencapgroup.com,,Salesforce
9557268,,Michael Gilmartin,,,mgilmartin@lifemark.com,,List import
10801905,Inactive Investor,Dan Lindstrom,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,dan.lindstrom@ubs.com,,Salesforce
9627681,,Miguel Curi,,,mcuri@cfsadvisors.com,,List import
10933639,Inactive Investor,Kenneth Turner,Consultant,"MML Investors Services, LLC Freehold NJ Private Residence",,,Salesforce
10905361,Inactive Investor,Brooks Oneil,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",brooks.oneil@ml.com,,Salesforce
10995220,Inactive Investor,Ian Reddock,,"Allstate Financial Services, LLC",ianreddock@allstate.com,,Salesforce
9623616,,Samathan Jacksonl,,,samathano77@gmail.com,,List import
11203172,Inactive Investor,Phillip Lorren,Chief Compliance Officer,Equity Investment Corp,plorren@eicatlanta.com,,Salesforce
10811851,Inactive Investor,David Schrader,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Belleville IL 23 Public Sq",david.schrader@raymondjames.com,,Salesforce
11212836,Inactive Investor,James Jazo,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,jjazojr@ft.newyorklife.com,,Salesforce
191888,,Ben Fairclough,,[Unknown],don23fan@gmail.com,,Paid Social
9576202,,Dos GUS,,,kevingusmao95@gmail.com,,List import
9609004,,Ellis Choi,,,ellischoi@gmail.com,,List import
11042378,Inactive Investor,Eric Gregson,Financial Advisor,LPL Financial LLC Fleming Island FL 1755 Eagle Harbor Pkwy,eric.gregson@lpl.com,,Salesforce
11122770,Inactive Investor,Mark Yunayev,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,mark.x.yunayev@chase.com,,Salesforce
10986273,Inactive Investor,Julie Bobrowitz,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,julie.bobrowitz@primerica.com,,Salesforce
11030369,Inactive Investor,Katy Whitten,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",katy.hackett@nm.com,,Salesforce
10616938,,Bryan Okun,,,bryan.a.okun@jpmorgan.com,,List Import
228457,, -,,[[Unknown]],yakayiroc@netmail8.com,,Direct
10921364,Inactive Investor,Nathan Buckles,,Cetera Advisor Networks LLC Phoenix AZ 3420 E Shea Blvd,,,Salesforce
11085029,Inactive Investor,Joshua Daly,Client Service Associate,Morgan Stanley Colchester VT 105 W View Rd,,,Salesforce
10804510,Inactive Investor,Thomas Shannon,Financial Advisor,Edward Jones Bothell WA 10128 Main St,matt.shannon@edwardjones.com,,Salesforce
10781495,Inactive Investor,Myra Kolton,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,myra.kolton@ubs.com,,Salesforce
9581607,,James Breece,"Manager, Member, Portfolio Manager, Principal",Cannell & Spears LLC,jbreece@spearsabacus.com,212-230-9842,List import
10918226,Inactive Investor,Nicholas Favaro,Client Service Associate,UBS Financial Services Inc. Knoxville TN 800 S Gay St,nicholas.favaro@ubs.com,,Salesforce
9605100,,Carl Stevenson jr -,,,caneo1980@gmail.com,,List import
229751,, -,,[[Unknown]],soectra@protonmail.com,,Other
10948821,Inactive Investor,Christopher Bach,Senior Vice President;Wealth Advisor,"Curi RMB Capital, LLC",,,Salesforce
10960210,Inactive Investor,Shaan Mahtani,,J.P. Morgan Securities LLC,shaan.mahtani@jpmorgan.com,,Salesforce
10817585,Inactive Investor,Nataliya Orbite,,"Ameriprise Financial Services, LLC Andover MA 76 Main St",nataliya.orbite@ampf.com,,Salesforce
9566475,,Patricia Flagg,,,flaggp@hdvest.net,,List import
11074706,Inactive Investor,Michael Mangino,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Las Vegas NV 3960 Howard Hughes Pkwy",michael.mangino@tiaa.org,,Salesforce
9546231,,Daniel Dizon,,,dannyboy302@hotmail.com,,List import
10836624,Inactive Investor,Gary Meharg,,LPL Financial LLC Northville MI 46670 Stratford Ct,gary.meharg@lpl.com,,Salesforce
10758122,Inactive Investor,Dennis Kruk,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",dennis.kruk@ml.com,,Salesforce
11110408,Inactive Investor,Stephen Bain,Chief Compliance Officer;Financial Planner;Member;Partner,"Partners in Financial Planning, LLC",stephen@partnersinfinancialplanning.com,,Salesforce
11184149,Inactive Investor,Jason Foster,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",jason.m.foster@bofa.com,,Salesforce
11089885,Inactive Investor,Andrew Mulder,Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Englewood CO 8390 E Crescent Pkwy",andrew.mulder@claconnect.com,,Salesforce
9589853,,Tom Castronovo,,,tomc@criterionwa.com,,List import
11175776,Inactive Investor,Tessie Coello,,"Raymond James Financial Services, Inc. Miami FL 5975 Sunset Dr",tessie.coello@raymondjames.com,,Salesforce
10848047,Inactive Investor,Michael Barna,Assistant Vice President;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",michael.barna@ml.com,,Salesforce
10944856,Inactive Investor,Christopher Habib,Financial Advisor,Abacus Wealth Partners,,,Salesforce
9602692,,bob Wong,,,cwong@regalsecurities.com,,List import
349273,,Reuben Neese,Member,Landaas & Company,rneese@landaas.com,414-223-1099,Manual List Upload
11180897,Inactive Investor,James Lafemina,Financial Advisor,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",james.lafemina@prudential.com,,Salesforce
11011478,Inactive Investor,Georgene Collins,Financial Advisor,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
9590522,,Matt Stallone,,,mastallone@gmail.com,,List import
10759647,Inactive Investor,David Lundquist,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,david.lundquist@ubs.com,,Salesforce
188429,,Lynne Ornstein,,[Unknown],lynnefcc@gmail.com,347-546-3508,Paid Social
10917760,Inactive Investor,Richard Whitaker,,"MML Investors Services, LLC Winston Salem NC 3779 Vest Mill Rd",rwhitaker@financialguide.com,,Salesforce
9550096,,Bernard Steinberg,,,bernard.steinberg@rohatyngroup.com,,List import
337994,,Jamie Weaver,Executive Director,"Chatham Investment Advisors, Llc",jweaver@chathamfinancial.com,610-925-3120,Manual List Upload
11003015,Inactive Investor,Jasten Flores,,J.P. Morgan Securities LLC Sacramento CA 2950 Stockton Blvd,jasten.flores@jpmorgan.com,,Salesforce
9613647,,chakradhar Dhulipalla,,,chakradhar.dhulipalla@gmail.com,,List import
10821912,Inactive Investor,David Cohen,,"Allstate Financial Services, LLC Yonkers NY 2042 Central Park Ave",dhcohen@allstate.com,,Salesforce
10847476,Inactive Investor,Jeffrey Joslin,Chief Compliance Officer;Owner,Stock Traders,,,Salesforce
9620261,,asa s,,,gut36713@cuoly.com,,List import
10995416,Inactive Investor,Bruce Bailey,,PFS Investments Inc. Purcell OK 120 Lester Ln,,,Salesforce
11213400,Inactive Investor,James Shea,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
10993008,Inactive Investor,Seth Chavez,,LPL Financial LLC Little Rock AR 17500 Cantrell Rd,s.chavez@lpl.com,,Salesforce
10791119,Inactive Investor,Jason Siegel,Director;Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Poughkeepsie NY 2649 South Rd",jason.siegel@wfafinet.com,,Salesforce
11109259,Inactive Investor,Luke Reifenberger,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",luke.reifenberger@ampf.com,,Salesforce
11060536,Inactive Investor,Juan Ocanas,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Portfolio Manager,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,juan.ocanas@morganstanley.com,,Salesforce
11108494,Inactive Investor,Timothy Walsh,Owner,Timothy Kelly Walsh,,,Salesforce
9552897,,luke sully sully,,,luke@custodydigital.com,,List import
121569,,Richard Kelly,Financial Advisor,Eagle Strategies LLC,rgkelly@ft.newyorklife.com,781-398-9852,
11071750,Inactive Investor,Patricia Kazumba,,"Cambridge Investment Research, Inc. Bethesda MD 6903 Rockledge Dr",,,Salesforce
11200650,Inactive Investor,Thomas Fitzpatrick,Investment Advisor,"Elk Hill Advisors, Inc.",,,Salesforce
10866781,Inactive Investor,Matthew Creme,Investment Officer,LPL Financial LLC Howell MI 101 E Grand River Ave,matt.creme@lpl.com,,Salesforce
11150970,Inactive Investor,Brent Goska,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",brent.goska@nm.com,,Salesforce
4822093,,Niko Finnigan,,,niko@deltawealthadv.com,3178004005,Web form fillout
10986179,Inactive Investor,Sim Flynn,,"Empower Financial Services, Inc Port Reading NJ Private Residence",sim.flynn@gwrs.com,,Salesforce
11065671,Inactive Investor,Scott Choy,Wealth Management Associate,Morgan Stanley New York NY 399 Park Ave,scott.choy@morganstanley.com,,Salesforce
10759890,Inactive Investor,Tracy McNamara,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",tracy_mcnamara@ml.com,,Salesforce
9633787,,Jeremy Ford,,,pinestargold@gmail.com,,List import
9601360,,Megan Williams,,,mwilliams@hbksorce.com,,List import
10805410,Inactive Investor,Chace Cannon,Chief Operating Officer;Managing Director,"Cannon Capital Management, Inc.",chace@cannoncap.com,,Salesforce
9575326,,David Smarrelli,,,dsmarrelli@massmutual.com,,List import
9544787,,Andrew Doering,,,andrew.doering@pensionmark.com,,List import
9575450,,Juandalynn Rhodes,,,jlrhodes@ftbadvisors.com,,List import
11081187,Inactive Investor,Bridget Galen,,"Lion Street Financial, LLC Morrisville PA 910 Floral Vale Blvd",bgalen@lionstreet.com,,Salesforce
34782,,Ryan Rouille,Financial Services Professional,"MML Investors Services, LLC",rrouille@massmutual.com,404-926-1332,
10887463,Inactive Investor,Christopher Vaky,,"Brean Capital, LLC Atlanta GA 3414 Peachtree Rd NE",,,Salesforce
11163541,Inactive Investor,Charles Bardner,,Vanguard Marketing Corporation,charles_bardner@vanguard.com,,Salesforce
11194106,Inactive Investor,Theresa Schaefer,,State Farm VP Management Corp. Rochelle IL 603 Lincoln Hwy,theresaschaefer@statefarm.com,,Salesforce
9578032,,Edward Madruga,,,edward.madruga@fidelity.com,,List import
11011642,Inactive Investor,Michael Barney,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",michael.barney@nm.com,,Salesforce
10980484,Inactive Investor,Jeffrey Voss,Financial Planning Analyst,"Northwestern Mutual Investment Services, LLC Ottawa IL 110 E Main St",jeffrey.h.voss@nm.com,,Salesforce
10933411,Inactive Investor,James Fair,,Wealthcare Advisory Partners LLC Leawood KS 4000 W 114th St,,,Salesforce
11044038,Inactive Investor,Edward Handy,Chairman;Chief Executive Officer;Director,Washington Trust Advisors Wellesley MA 200 Linden St,,,Salesforce
9574452,,James Anderson,,,janderson@carsoninstitutional.com,,List import
10983837,Inactive Investor,Douglas Bates,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9572488,,Gloria Eulich,,,gmartindale@belmontgroup.com,,List import
10927589,Inactive Investor,Katherine Brunn,,"Raymond James Financial Services, Inc. Albany NY 100 Great Oaks Blvd",katherine.brunn@raymondjames.com,,Salesforce
10760595,Inactive Investor,Derek Bystrom,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pleasanton CA 6200 Stoneridge Mall Rd",derek.bystrom@schwab.com,,Salesforce
10647849,,John Panter,,,johnp@pticm.com,,List Import
11169705,Inactive Investor,Joel Sorensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10767715,Inactive Investor,Hovey Aiken,,"Wells Fargo Advisors Financial Network, LLC New Bern NC 240 Craven St",hovey.aiken@wellsfargoadvisors.com,,Salesforce
10877111,Inactive Investor,Ellen Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",ellen.riley@wellsfargoadvisors.com,,Salesforce
10937852,Inactive Investor,James Schlucter,Vice President,Lincoln Investment,jschlucter@lincolninvestment.com,,Salesforce
11144128,Inactive Investor,Kristina Bergman,Investment Advisor Representative,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",,,Salesforce
9625776,,Aziz Abdullayev,,,a87781228877@gmail.com,,List import
10862175,Inactive Investor,James George,,LPL Financial LLC Bedford IN 1227 15th St,,,Salesforce
11076448,Inactive Investor,Stephanie Woods,,"Osaic Wealth, Inc. Oklahoma City OK 3636 N Roff Ave",,,Salesforce
10923216,Inactive Investor,Jared Lea,Wealth Advisor,Strategic Wealth Group,jared.l@strategicwg.net,,Salesforce
9641105,,Paras Jain,,,parasj02@gmail.com,,List import
11102325,Inactive Investor,Elizabeth Hazen,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",elizabeth.hazen@ml.com,,Salesforce
11064210,Inactive Investor,Shad Shriver,Financial Advisor,Edward Jones Grants Pass OR 300 Union Ave,shad.shriver@edwardjones.com,,Salesforce
9614261,,Scott Marshall,,,scott.marshall@wprivate.ca,,List import
11135454,Inactive Investor,Eric Hansen,,"Raymond James Financial Services, Inc. Beaver PA 205 College Ave",eric.hansen@raymondjames.com,,Salesforce
10985498,Inactive Investor,Dimitris Panagopoulos,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,dimitris.panagopoulos@ceterainvestors.com,,Salesforce
10761090,Inactive Investor,Richard Hobbs,Financial Advisor;Portfolio Manager,"Wells Fargo Clearing Services, LLC Johnson City TN 203 Broyles Dr",richard.hobbs@wellsfargoadvisors.com,,Salesforce
11042087,Inactive Investor,Kristopher Sykes,Financial Advisor,Edward Jones Staten Island NY 1441 South Ave,kristopher.sykes@edwardjones.com,,Salesforce
10926387,Inactive Investor,Junru Ma,Private Client Banker,J.P. Morgan Securities LLC Irvine CA 17585 Harvard Ave,junru.ma@jpmorgan.com,,Salesforce
9601125,,Steven Nowak,,,steve.nowak@btfamilyoffice.com,,List Import
10759435,Inactive Investor,Thomas Appleton,Financial Advisor,Edward Jones Laurens SC 101 Ashley Ln,tom.appleton@edwardjones.com,,Salesforce
11230370,Inactive Investor,Katherine Mosley,,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",,,Salesforce
9556803,,Ashish Tiwari,,,ashishtewari.ips@gmail.com,,List import
11013533,Inactive Investor,Sara Olsen,,LPL Financial LLC Tomahawk WI 1411 N 4th St,,,Salesforce
11137536,Inactive Investor,Chantal Balta,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,csbalta@ft.newyorklife.com,,Salesforce
10759752,Inactive Investor,Daryl Emerson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",brooks_emerson@ml.com,,Salesforce
11225971,,Charles Yurick,,"International Discount Investors, Inc.",cyurick@iditn.com,,Web Form Fillout
11008340,Inactive Investor,Julia Mccray,,NYLIFE Securities LLC Lewisburg TN 520 N Ellington Pkwy,,,Salesforce
11196539,Inactive Investor,Justin Mccain,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
235043,, -,,[[Unknown]],amwilgcr@aol.com,,
11150868,Inactive Investor,Christina Hurley Boucher,Senior Vice President,"Citizens Securities, Inc. Westwood MA 200 Station Dr",christina.hurley-boucher@citizensbank.com,,Salesforce
10927703,Inactive Investor,Joseph Peebles,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10798647,Inactive Investor,Yufan Chiang,Director - Investments,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
11062651,Inactive Investor,Sharon Eddy,,State Farm VP Management Corp. Alexandria VA 2869 Duke St,sharon.eddy.pkgb@statefarm.com,,Salesforce
10761830,Inactive Investor,Stacey Polito,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Mooresville NC 475 River Hwy",stacey.polito@wellsfargo.com,,Salesforce
9589448,,Sitphiphat News,,,nweman1990@gmail.com,,List import
10815452,Inactive Investor,John Piscitelli,Branch Manager;Director;Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,jpiscitelli@investdavenport.com,,Salesforce
11060943,Inactive Investor,Alexander Egan,,Deutsche Bank Securities Inc.,,,Salesforce
10924747,Inactive Investor,Walter Curry,,"The Leaders Group, Inc.",walter@leadersgroup.net,,Salesforce
11207652,Inactive Investor,Brian Stutland,Chief Executive Officer;Chief Investment Officer;Investment Advisor Representative;Manager;Portfolio Manager;Regulatory Contact,Equity Armor Investments,bstutland@equityarmorinvestments.com,,Salesforce
9561360,,David Clay,,,trader4life247@gmail.com,,List import
11036732,Inactive Investor,Thomas Keaveny,,LPL Financial LLC,thomas.keaveny@lpl.com,,Salesforce
10925082,Inactive Investor,Elijah Whitney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,elijah.whitney@fmr.com,,Salesforce
9607835,,Gordon Mckee,,,annbmckee@aol.com,,List import
11030738,Inactive Investor,Christopher Yambao,,"Transamerica Financial Advisors, Inc Elk Grove CA 3125 Dwight Rd",christopher.yambao@tfaconnect.com,,Salesforce
10890781,Inactive Investor,Alvard Babloyan,,Fidelity Brokerage Services LLC Lacey WA 4225 Glen Terra Dr SE,,,Salesforce
10866885,Inactive Investor,Anthony Pezent,Wealth Advisor,GWN Securities Inc. Adel GA 125 S Burwell Ave,,,Salesforce
9596595,,John Maresh,,,jmaresh@lasalleinvestments.com,,List import
11013378,Inactive Investor,Robert Ma,,NYLIFE Securities LLC Irvine CA 2020 Main St,robma@ft.newyorklife.com,,Salesforce
11174130,Inactive Investor,Charles Hughes,Chief Compliance Officer;Member;Principal,"C. G. Hughes Company, LLC",cghughes@cghughesco.com,,Salesforce
9556114,,William Lako,,,blako@henssler.com,,List import
11084562,Inactive Investor,Susan Pope,Portfolio Associate,Morgan Stanley Indianapolis IN 800 E 96th St,susan.pope@morganstanley.com,,Salesforce
11186157,Inactive Investor,Sebastian Bunster,,"Cambridge Investment Research, Inc. Raleigh NC 4509 Creedmoor Rd",,,Salesforce
155002,,Ahmad Farooq,,[Unknown],ahmad.farooq.bills@gmail.com,,source
9550442,,Paul Lowe,,,iamplowe@att.net,,List import
10956133,Inactive Investor,Jessy Najera,,"Raymond James Financial Services, Inc. Meridian MS 512 22nd Ave",jessy.najera@raymondjames.com,,Salesforce
10953031,Inactive Investor,Toby Spach,,PlanMember Securities Corporation,tspach@planmember.com,,Salesforce
11128116,Inactive Investor,Thomas Carlson,,"Osaic Wealth, Inc. Newport News VA 11528 Jefferson Ave",,,Salesforce
10656682,,Rebecca Jacobs,,,rjacobs@rwbaird.com,,List Import
10835586,Inactive Investor,Bradly Baxter,,LPL Financial LLC Houston TX 1800 West Loop S,bradly.baxter@lpl.com,,Salesforce
11064004,Inactive Investor,Gregory Varney,,PFS Investments Inc. Parkersburg WV 1118 20th St,gregory.varney@primerica.com,,Salesforce
11127009,Inactive Investor,Cameron Barnes,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
11138124,Inactive Investor,Julie Marxen,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
10996712,Inactive Investor,Mujtaba Yameen,,"Empower Financial Services, Inc Surprise AZ Private Residence",mujtaba.yameen@empower.com,,Salesforce
10833800,Inactive Investor,William Griffin,,"Mutual of Omaha Investor Services, Inc. Englewood CO 9155 E Nichols Ave",william.griffin@mutualofomaha.com,,Salesforce
9540944,,John MacKay,,Strand Inc.,jmackay@strandco.com,,List Import
9557154,,Daniel Djordjevic,,,daniel.djordjevic@suntrust.com,,List import
9546766,,Ronald Zimmerman,,,rjcurrent@msn.com,,List import
11034353,Inactive Investor,Julie Mullikin,,"Raymond James Financial Services, Inc. Easley SC 6602 Calhoun Memorial Hwy",julie.mullikin@raymondjames.com,,Salesforce
10890996,Inactive Investor,Daylan Gwosdz,Financial Advisor,Edward Jones Victoria TX 7914 NE Zac Lentz Pkwy,daylan.gwosdz@edwardjones.com,,Salesforce
11107885,Inactive Investor,Pierre Bitar,Senior Wealth Relationship Manager;Vice President,Citigroup Global Markets Inc. Studio City CA 12191 Ventura Blvd,pierre.bitar@citi.com,,Salesforce
9641811,,Shahbaz Khan,,,shahbazkhan.khi85@gmail.com,,List import
10489339,,Ira Kravitz,Managing Director - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,ira.kravitz@ubs.com,469-440-0547,List Import
11151985,Inactive Investor,Amy Olson,,"American Portfolios Financial Services, Inc. Rochester NY 350 Linden Oaks Dr",aolson@americanportfolios.com,,Salesforce
11145992,Inactive Investor,John Puleo,,"Wells Fargo Clearing Services, LLC Boca Raton FL 9878 Clint Moore Rd",john.m.puleo@wellsfargo.com,,Salesforce
11064784,Inactive Investor,Michael Deluca,,"Fortune Financial Services, Inc. Beaver Falls PA 3605 Knape St",mgd@fortunefinancialservices.com,,Salesforce
240610,,Lamb Matthew,,[Unknown],matt.lamb@graniteshares.com,,Event
11007448,Inactive Investor,Brigid Mizell,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",brigid.mizell@ml.com,,Salesforce
10855408,Inactive Investor,Ashley Rey,Partner,"Wells Fargo Advisors Financial Network, LLC Short Hills NJ 830 Morris Tpke",ashley.rey@wfadvisors.com,,Salesforce
9548896,,Matthew Janiga,,,matthew.janiga@surveyor-capital.com,,List import
10877776,Inactive Investor,David Peppenger,Financial Advisor,S.G. Long & Company,dpeppenger@sglong.com,,Salesforce
11038600,Inactive Investor,Jason Englebretson,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 9882 Norma Ln",jason.englebretson@wellsfargo.com,,Salesforce
9542458,,Erik Overbaugh,,,overbaughe@gmail.com,,List import
11098753,Inactive Investor,Hunter Mcclendon,Investment Advisor,Stone Wealth Partners LLC,,,Salesforce
11055987,Inactive Investor,Stephen Crocker,,Advisory Services Network,,,Salesforce
10773117,Inactive Investor,Kimberli Victorine,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",victorinek@stifel.com,,Salesforce
10852906,Inactive Investor,Robert Marcinko,,Key Investment Services LLC,robert.marcinko@key.com,,Salesforce
10947952,Inactive Investor,Cheryl Burgmaier,Chief Compliance Officer;Founder;Managing Member,"Future Wise Financial Planning, LLC",,,Salesforce
10911201,Inactive Investor,Grant Uitti,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",grant.uitti@prudential.com,,Salesforce
10612905,,Louis Alfano,Financial Advisor,,louie.alfano@lpl.com,,List Import
10844784,Inactive Investor,Sarah Cizmas,Financial Advisor,Edward Jones Marathon FL 11400 Overseas Hwy,sarah.cizmas@edwardjones.com,,Salesforce
10827106,Inactive Investor,Eric Phillips,,"Level Four Financial, LLC Memphis TN 5119 Summer Ave",ephillips@harborfs.com,,Salesforce
6865584,,[Unknown],,,kcouncil@cpa.com,,Web Form Fillout
10939891,Inactive Investor,Robert Brown,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Amherst OH Private Residence",robert.brown@equitable.com,,Salesforce
10904132,Inactive Investor,Douglas Ferrell,Chief Compliance Officer;Investment Advisor Representative;Partner,Teton Wealth Group LLC,doug@retireteton.com,,Salesforce
10782974,Inactive Investor,Richard Kahler,Chief Compliance Officer;President,"Kahler Financial Group, Inc.",rick@kahlerfinancial.com,,Salesforce
11141455,Inactive Investor,Edward Jeffery,,Aegis Capital Corp. Portland OR 1000 SW Broadway,,,Salesforce
10821616,Inactive Investor,Young Hwang,Financial Professional,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",young.hwang@equitable.com,,Salesforce
9548550,,Tim Heyer,,,tim-heyer@gmx.de,,List import
10878912,Inactive Investor,Andrew Pipes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,andrew.pipes@fidelity.com,,Salesforce
5808239,,Adam Dooley,,,adooley478@gmail.com,,Web Form Fillout
11007845,Inactive Investor,Thomas Mcallister,,"Northwestern Mutual Investment Services, LLC Eugene OR 1200 Executive Pkwy",luke.mcallister@nm.com,,Salesforce
10910843,Inactive Investor,Sheila Burge,Financial Advisor,Edward Jones Mount Vernon IL 206 S 9th St,sheila.burge@edwardjones.com,,Salesforce
11004561,Inactive Investor,Joyce Harrison,,Santander Securities LLC Rockaway NJ 110 E Main St,jharris2@santander.us,,Salesforce
202199,,Thomas Roach,Financial Professional,"Voya Financial Advisors, Inc.",thomas.roach@voyafa.com,617-527-9510,
11233260,Inactive Investor,Jorge Gutierrez,,"Wells Fargo Clearing Services, LLC Salinas CA 820 Northridge Shopping Ctr",,,Salesforce
10937313,Inactive Investor,Jeffrey Hall,,LPL Financial LLC Frisco TX 3201 Dallas Pkwy,jeffrey.hall@lpl.com,,Salesforce
10957762,Inactive Investor,Michael Jansen,Financial Advisor,"Pruco Securities, LLC. Little Chute WI 300 Patriot Dr",mike.jansen@prudential.com,,Salesforce
9550627,,Jeffrey Carr,,,jaycarr777@yahoo.com,,List import
11197613,Inactive Investor,Douglas Purdy,Senior Investment Advisor,MackHouse Capital Indianapolis IN 8160 Gwinnett Pl,douglas@mackhousecapital.com,,Salesforce
10887397,Inactive Investor,Michael Paquette,,"Raymond James Financial Services, Inc. Bedford NH 176 Rte 101",michael.paquette@raymondjames.com,,Salesforce
237039,, -,,[[Unknown]],reg601reg@gmail.com,,Content
10940471,Inactive Investor,Cierra Wacker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10753997,Inactive Investor,Steve Friedman,,FMN Capital Corporation,sfriedman@fmncc.com,,Salesforce
11156844,Inactive Investor,Paul Chapman,,"FBL Marketing Services, LLC Gilbert MN 105 Dakota Ave W",paul.chapman@fblfinancial.com,,Salesforce
10929040,Inactive Investor,George Olguin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11036361,Inactive Investor,Marissa Tracey,,Deutsche Bank Securities Inc.,marissa@deutschewealth.com,,Salesforce
11239189,Inactive Investor,Zach Johnson,,PTCP,zjohnson@performancetrust.com,,Salesforce
10760202,Inactive Investor,Douglas Shank,Financial Advisor;Senior Vice President,Morgan Stanley Lancaster PA 300 Granite Run Dr,douglas.shank@morganstanley.com,,Salesforce
10960782,Inactive Investor,David Rivera,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,davidchristianrivera@primerica.com,,Salesforce
11179636,Inactive Investor,Carlton Pace,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",carlton.pace@rbc.com,,Salesforce
11198209,Inactive Investor,Robert Padilla,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Redefine Financial,robert@redefinefinancial.com,,Salesforce
11120519,Inactive Investor,Raymond Wheeler,,PFS Investments Inc. Mankato MN 424 N Riverfront Dr,rwheeler@primerica.com,,Salesforce
10908782,Inactive Investor,Zachary Thamm,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",zachary.thamm@nm.com,,Salesforce
11007384,Inactive Investor,Fidel Rodriguez,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",fidel.rodriguez@usbank.com,,Salesforce
9554423,,Dylan Campbell,,,dylan.campbell1008@gmail.com,,List import
10843493,Inactive Investor,Paul Stanley,Chief Compliance Officer;Chief Operating Officer;Investment Advisor Representative;Managing Partner;Partner,Solomon API LLC Jacksonville FL 10752 Deerwood Park Blvd,paul.s@solomonapi.com,,Salesforce
10766355,Inactive Investor,Chrisanna Northrup,,Morgan Stanley La Jolla CA 1250 Prospect St,chrisanna.northrup@morganstanley.com,,Salesforce
9647346,,Keenan Della Penta,,,keenandellapenta@gmail.com,,List import
11189686,Inactive Investor,Carrie Wolak,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",carrie.wolak@nm.com,,Salesforce
10785162,Inactive Investor,Michael Hogan,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",michael_hogan@ml.com,,Salesforce
9614127,,Michael Manning,,,mikemanning1223@gmail.com,,List import
10825486,Inactive Investor,Karl Sevier,,"Raymond James Financial Services, Inc.",karl.sevier@raymondjames.com,,Salesforce
10951373,Inactive Investor,Joshua Edmonds,Investment Advisor Representative,"Osaic Wealth, Inc. East Peoria IL 2400 N Main St",,,Salesforce
9638783,,Patrick Richey,,,prichey1@naz.edu,,List import
102178,,Robin Kent,,NNGE,rjkxyz@yahoo.com,9286074350,
11044086,Inactive Investor,Eyal Bilgrai,Chief Compliance Officer;Founder;Managing Member,ABA Capital LLC Sunnyvale CA 887 Spinosa Dr,,,Salesforce
10791876,Inactive Investor,Christian Nagle,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Carlsbad CA 5796 Armada Dr,christian.nagle@morganstanley.com,,Salesforce
10930363,Inactive Investor,John Whitsel,,"J.H. Darbie & Co., Inc.",jwhitsel@jhdarbie.com,,Salesforce
11108825,Inactive Investor,Sterling Jasper,Chief Compliance Officer;Owner;President,"Sterling Advisory Services, LLC",,,Salesforce
11192299,Inactive Investor,Jonathan Seiler,Head - Operations,United Capital Financial Advisors,,,Salesforce
11043150,Inactive Investor,Gary Cusack,Senior Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11003076,Inactive Investor,Tara Hicks,Financial Advisor,Thrivent Investment Management Inc. Hickory NC Private Residence,tara.hicks@thrivent.com,,Salesforce
11217462,,Connor Slein,,,connor.slein@edwardjones.com,,Other
11059103,Inactive Investor,Matthew Clark,Financial Advisor,Edward Jones Nashville TN 104 Woodmont Blvd,matthew.clark@edwardjones.com,,Salesforce
11138529,Inactive Investor,Farryn Hayosh,Registered Client Service Associate,Morgan Stanley Troy MI 101 W Big Beaver Rd,farryn.hayosh@morganstanley.com,,Salesforce
11208329,Inactive Investor,Gary Gygi,Investment Advisor;President,Gygi Capital Management,,,Salesforce
11011763,Inactive Investor,Patricia Berry,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,pberry@primerica.com,,Salesforce
10895979,Inactive Investor,Shane O'Keefe,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,shane.o-keefe@jpmorgan.com,,Salesforce
9551070,,Clive Rowe,,,clive@oskiecapital.com,,List import
11083897,Inactive Investor,Kimberlee Bendeck Dykes,,"Allstate Financial Services, LLC Santa Ana CA 2961 W Macarthur Blvd",kbendeck@allstate.com,,Salesforce
10961975,Inactive Investor,Constance Gibson,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,,,Salesforce
334752,,Keith Magliana,Portfolio Manager,Taconic Capital Advisors Lp,kmagliana@taconiccap.com,212-209-3100,Manual List Upload
11192193,Inactive Investor,Steven Draczynski,Wealth Advisor,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,sdraczynski@commonwealth.com,,Salesforce
10826412,Inactive Investor,Keith Fledderjohann,Financial Advisor,"Ameriprise Financial Services, LLC Delphos OH 312 N Main St",keith.a.fledderjohann@ampf.com,,Salesforce
10778416,Inactive Investor,Robert Peabody,Senior Vice President - Investments,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",robert.peabody@raymondjames.com,,Salesforce
10947760,Inactive Investor,Calvin Migely,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",calvin.migely@ml.com,,Salesforce
10807860,Inactive Investor,Joseph Shiman,,Cetera Advisor Networks LLC West Hartford CT 18 N Main St,shimanj@ceteranetworks.com,,Salesforce
10657382,,Derrick Sholar,,,derrick.sholar@primerica.com,,List Import
10803696,Inactive Investor,Elizabeth Hines,Senior Private Client Assistant,Janney Montgomery Scott LLC,ehines@janney.com,,Salesforce
10844403,Inactive Investor,Charles Gillespie,Managing Member;Owner;Principal,"Castle Coast Wealth, LLC",,,Salesforce
10803109,Inactive Investor,Joanne Broadwater,,"CFD Investments, Inc. Attica IN 101 Suzie Ln",joanne.broadwater@cfdinvestments.com,,Salesforce
10619399,,Jeffrey Babik,,,jeffrey.babik@morganstanley.com,,List Import
53806,,Larry Poch,Financial Associate,Thrivent Investment Management Inc.,larry.poch@thrivent.com,920-322-9774,
10874220,Inactive Investor,Amy Messmer,,PFS Investments Inc. Lombard IL 55 W 22nd St,amy.messmer@primerica.com,,Salesforce
11053953,Inactive Investor,Brennen Ramos,Client Relationship Manager;Financial Advisor,Commonwealth Financial Network New York NY 420 Lexington Ave,brennen@longwavefinancial.com,212-279-9121,Salesforce
10980695,Inactive Investor,Michael Listman,Chief Compliance Officer;Managing Member,Dorgeolis Capital LLC,,,Salesforce
10752827,Inactive Investor,Evguenia Funderburk,Financial Advisor,"Ameriprise Financial Services, LLC Allen TX 700 Central Expy S",jenny.a.funderburk@ampf.com,,Salesforce
10612528,,Pascal Murphy,Financial Advisor,,pascal.b.murphy@ampf.com,,List Import
10943203,Inactive Investor,Jason Greenfield,,"Sanctuary Securities, Inc. Jersey City NJ 30 Montgomery St",jgreenfield@sanctuarywealth.com,,Salesforce
11183649,Inactive Investor,Adolfo Saldana,,State Farm VP Management Corp. Bakersfield CA 5201 Stockdale Hwy,adolfo.saldana.jvn1@statefarm.com,,Salesforce
9641759,,Eva Su,,,esu@crs.loc.gov,,List import
10976884,Inactive Investor,Matthew Pederson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11204980,Inactive Investor,Eileen Sullivan,,"Bankers Life Securities, Inc.",eileen.sullivan@bankerslife.com,,Salesforce
10949265,Inactive Investor,Juliana Diiorio,,Fidelity Brokerage Services LLC,,,Salesforce
43662,,John Catalfio,Managing Director,A.G.P / Alliance Global Partners,jcatalfio@europac.net,800-727-7922,
11170799,Inactive Investor,Isaac Peress,,Morgan Stanley,isaac.peress@morganstanley.com,,Salesforce
10834034,Inactive Investor,Angela Tullar,,"Cambridge Investment Research, Inc. Janesville WI 3618 Ridge Dr",,,Salesforce
10924778,Inactive Investor,Scott Crossley,,"Inverness Securities, LLC",,,Salesforce
10659883,,Joseph Karczewski,,,joe.c.karczewski@chase.com,,List Import
9597143,,Stephen Tyrrell,,,styrrell@churchillmanagement.com,,List import
10994700,Inactive Investor,Laura Chan,,"Roberts & Ryan, Inc. Red Bank NJ 157 Broad St",,,Salesforce
10884746,Inactive Investor,Kristine Augenthaler,,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,,,Salesforce
10925747,Inactive Investor,Zachary Lavin,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,zachary.lavin@primerica.com,,Salesforce
11052416,Inactive Investor,Julia Difiglia,Financial Advisor;First Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,julia.difiglia@morganstanley.com,,Salesforce
9596049,,Michelle Harrison,,,mharrison@ballentinepartners.com,,List import
346114,,Lawrence Solomon,President,Mercer Global Advisors Inc.,lsolomon@merceradvisors.com,(703) 847-8900,
11066416,Inactive Investor,Anthony Pochiro,,"Raymond James Financial Services, Inc. Willoughby OH 36 Public Sq",anthony.pochiro@raymondjames.com,,Salesforce
11175210,Inactive Investor,Dallas Washburn,Financial Advisor,"Ameriprise Financial Services, LLC Savannah GA 422 E State St",dallas.g.washburn@ampf.com,,Salesforce
124313,,Carmine Davino,Chief Compliance Officer,Withum Wealth Management,cdavino@pwm-nj.com,(609) 987-2223,Manual List Upload
10878375,Inactive Investor,Robert Sabin,,"Signature Financial Services, Ltd Deerfield IL 1751 Lake Cook Rd",robert@signatureadvisors.com,,Salesforce
11202163,Inactive Investor,Rita Papa,,"Ameriprise Financial Services, LLC Peoria AZ 7992 W Thunderbird Rd",rita.papa@ampf.com,,Salesforce
9563360,,MAURICIO HELD,,,mauricioheld@hotmail.com,,List import
11005924,Inactive Investor,Mouamong Vang,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,,,Salesforce
10828407,Inactive Investor,Maryann Corsini,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Providence RI 10 Weybosset St",corsinim@stifel.com,,Salesforce
10575149,,Andrew Johnson,,,tommyjohnson1028@gmail.com,,Web Form Fillout
10884852,Inactive Investor,Michael Parenti,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",michael.parenti@ampf.com,,Salesforce
9604223,,Jermey Simonis Jermey Simonis,,,dothuanthanh2480@gmail.com,,List import
10998397,Inactive Investor,Chad Berger,,Jefferies LLC,cberger@jefferies.com,,Salesforce
10945764,Inactive Investor,Martin Griffin,,Edward Jones Stoughton WI 110 E Main St,,,Salesforce
11087758,Inactive Investor,Hillary Brevig,,"Vanderbilt Securities, LLC Portland OR 7837 SW Capitol Hwy",,,Salesforce
10929422,Inactive Investor,Stephen Watson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,stephen_watson@vanguard.com,,Salesforce
10949799,Inactive Investor,Andrew Faletti,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9545083,,Bob Lau,,,laushusun@gmail.com,,List import
9572918,,John Howe,,,jhowe@oldhill.com,,List import
10930939,Inactive Investor,Kent Clifton,Retirement Planning Specialist,"Equitable Advisors, LLC Wexford PA 11269 Perry Hwy",kent.clifton@equitable.com,,Salesforce
11229577,Inactive Investor,William Harman,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",william.harman@nm.com,,Salesforce
11034329,Inactive Investor,Michael Stubbs,Supervisory Officer,UBS Financial Services Inc. Lake Worth FL Private Residence,michael.stubbs@ubs.com,,Salesforce
9633958,,Guy Schwarzenbach,,,g.schwarzenbach@gmail.com,,List import
11209319,Inactive Investor,Fredrick Lewis,,"Empower Financial Services, Inc Moosic PA 30 Scranton Office Park",fredrick.lewis@empower.com,,Salesforce
11238885,Inactive Investor,Colleen Shafer,,"Ellsworth Advisors, LLC",cshafer@ellsworthadvisors.com,,Salesforce
9629897,,Isaac Isayev,,,isaac.isayev@gmail.com,,List import
9644485,,Dr James McDowell,,,drjdmcdowell@aol.com,,List import
9639150,,Majella Healy,,,majella.healy@maf.ae,,List import
10793829,Inactive Investor,Matthew Hambleton,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,mhambleton@rockco.com,,Salesforce
11264714,Inactive Investor,Cory Furlong,,SEI Investments Company,cfurlong@seic.com,,Salesforce
9600771,,Torian Johnson,,,torian.johnson@interservllc.com,,List import
10807966,Inactive Investor,Dwight Carlson,,UBS Financial Services Inc. Walnut Creek CA 2185 N California Blvd,dwight.carlson@ubs.com,,Salesforce
233234,, -,,[[Unknown]],robert.c.smith@sbcglobal.net,,Organic Search
9559778,,Benjamin Lanning,,,blanning@bamadvisor.com,,List import
194714,,Fernando Sepeda,,[Unknown],jacyanibell@gmail.com,,source
9627230,,Ma Jun,,,mark@umediatec.com,,List import
9621518,,hao chen,,,rc.chenhao@gmail.com,,List import
11081568,Inactive Investor,Grady Cool,,"Osaic Wealth, Inc.",,,Salesforce
11162986,Inactive Investor,Maite Carmona,,"Wells Fargo Clearing Services, LLC Hialeah FL 1137 W 68th St",,,Salesforce
170449,,BOYD PERLSON,,[Unknown],man4tax@aol.com,,source
9544952,,Kes Rittenberg,,,obastianich@coatue.com,,List import
149050,,Gabriele Lackerer Villabruna,,[Unknown],lackerer.villabruna@gmail.com,,
11053250,Inactive Investor,Robert Goff,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Flint MI 5406 Gateway Ctr",robert.goff@wellsfargoadvisors.com,,Salesforce
11085525,Inactive Investor,Regina Miles,,"Raymond James & Associates, Inc.",regina.miles@raymondjames.com,,Salesforce
11158564,Inactive Investor,Bruce Lavine,Owner,Astoria Portfolio Advisors LLC New York NY 315 W 36th St,blavine@astoriaadvisors.com,,Salesforce
337106,,Bennett Lomax,Elected Manager,Stoneridge Investment Partners,blomax@stoneridgeinvestments.com,484-254-5400,Manual List Upload
10999552,Inactive Investor,Annmarie Gerke,,"FBL Marketing Services, LLC Ankeny IA 300 SE Delaware Ave",annmarie.gerke@fblfinancial.com,,Salesforce
11147142,Inactive Investor,Derrick Lytle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 3300 Martin Luther King Jr Blvd",derrick.lytle@ml.com,,Salesforce
10619612,,James Dawson,,,rob.dawson@sentinus.com,,List Import
10941351,Inactive Investor,Christina Nestor,Investment Advisor Representative,Commonwealth Financial Network Milford CT 759 Boston Post Rd,cnestor@commonwealth.com,,Salesforce
10790281,Inactive Investor,Robert Montgomery,,"Wells Fargo Advisors Financial Network, LLC Troy IL Private Residence",robert.montgomery@wellsfargoadvisors.com,,Salesforce
4339559,Inactive Investor,Peter Nadeau,Field Consultant,Dimeo Schneider & Associates LLC,pnadeau@dimeoschneider.com,(312) 853-1000,
10873471,Inactive Investor,Laura Borselli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boynton Beach FL 105 N Congress Ave",laura.borselli@ml.com,,Salesforce
10809373,Inactive Investor,Marshall Lum,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Honolulu HI 615 Piikoi St,marshall.lum@lpl.com,,Salesforce
10920618,Inactive Investor,Susan Guerra,Chief Operating Officer;Compliance Manager;Vice President,Guerra Investment Advisors El Paso TX 5845 Cromo Dr,sguerra@reguerraco.com,,Salesforce
10915346,Inactive Investor,James Estes,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Desert Wealth Management LLC,,,Salesforce
351291,,Cassie Scibran,Assistant,Sgroi Wealth Advisory Group Llc,cassie@sgroifinancial.com,716-674-6700,Manual List Upload
11137903,Inactive Investor,Jordan Kuehner,Financial Advisor,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,jkuehner@commonwealth.com,,Salesforce
10647664,,Adam Lewis,,,adam.lewis@wellsfargoadvisors.com,,List Import
201471,,James Gibson,,[[Unknown]],james@virtualprocessingsolutions.com,,Initial Salesforce Import
10949519,Inactive Investor,Catherine Ellis,,"CapFinancial Securities, LLC.",,,Salesforce
11152652,Inactive Investor,John Neal,,PTI Securities & Futures L. P.,john@ptisecurities.com,,Salesforce
9586685,,Gerald Schitea,,,g.schitea@fi.com,,List import
10847865,Inactive Investor,William Cary,Area Manager;Manager,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",william.cary@wellsfargoadvisors.com,,Salesforce
11081062,Inactive Investor,Mark Mantay,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",mark.mantay@nm.com,,Salesforce
9616167,,Lisa Jim,,,ljstocksnoob@gmail.com,,List import
11236075,Inactive Investor,Susanna Walsh,Associate Financial Advisor,Ranch Capital Advisors Inc.,,,Salesforce
10800424,Inactive Investor,William Rector,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Richmond VA 951 E Byrd St,william.rector@ubs.com,,Salesforce
11158697,Inactive Investor,Darryl Ragsdale,,"Wells Fargo Clearing Services, LLC Salem OR 3997 Commercial St SE",,,Salesforce
10794131,Inactive Investor,Brian White,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
9594667,,Giampaolo Bonalumi,,,giampaolo.bonalumi@helvetia-ia.com,,List import
344732,,Carol Scicchitano,,Trident Advisors Inc,cscicchitano@chapindavis.com,215-489-5383,Manual List Upload
11167008,Inactive Investor,John Lawrence,Financial Advisor;First Vice President;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,tharp.lawrence@ubs.com,,Salesforce
11104397,Inactive Investor,Matt Longan,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",matt.longan@nm.com,,Salesforce
10805909,Inactive Investor,Michael Rosenstein,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",michael_rosenstein@ml.com,,Salesforce
9621349,,Romain Caillot,,,romain.caillot@hotmail.fr,,List import
11133160,Inactive Investor,Gina Moore,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",gina.moore@rbc.com,,Salesforce
10865352,Inactive Investor,Peter Lusk,Chief Compliance Officer;Chief Investment Officer;Managing Member;Owner,"Acanto, LLC",peter.lusk@acantollc.com,,Salesforce
10813438,Inactive Investor,William Krofina,,LPL Financial LLC Morgantown WV 507 Burroughs St,william.krofina@lpl.com,,Salesforce
10896292,Inactive Investor,Maegan Citron,,Fidelity Brokerage Services LLC,,,Salesforce
10870856,Inactive Investor,Petar Jordan,Administrative Assistant;Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 445 Broadhollow Rd",petar.jordan@ampf.com,,Salesforce
11192504,Inactive Investor,Paula Heichel,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",paula.heichel@wellsfargoadvisors.com,,Salesforce
10781963,Inactive Investor,Alba Esparragoza,Vice President;Wealth Supervisor,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
344492,,Patricia Lampert,"CFP, Financial Advisor","Allegheny Investments, Ltd.",plampert@patricialampert.com,412-367-3880,Manual List Upload
11054738,Inactive Investor,Nicole Wagner,,Cetera Advisor Networks LLC Findlay OH 520 S Main St,,,Salesforce
10759853,Inactive Investor,David Reller,,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,david.m.reller@jpmorgan.com,,Salesforce
231154,, -,,[[Unknown]],italiancryptotraders@protonmail.com,,Direct
10772454,Inactive Investor,Ron Cukier,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",ron.cukier@wellsfargoadvisors.com,,Salesforce
9562318,,Pete Moyer,,,pjmoyer@gmail.com,,List import
11141973,Inactive Investor,Darryl Reece,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10484908,,Michael Mcerlane,"Chief Compliance Officer, Managing Member","Comprehensive Financial Planning For Doctors, LLC",michael.e.mcerlane@gmail.com,,List Import
10977975,Inactive Investor,Nicholas Casaccia,Wealth Advisor,Bordeaux Wealth Advisors,,,Salesforce
11260977,Inactive Investor,Elizabeth Boehne,Financial Advisor,Abacus Wealth Partners Chapel Hill NC Private Residence,,,Salesforce
11103140,Inactive Investor,Sam Grosser,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,sam.grosser@fidelity.com,,Salesforce
227249,, -,,[[Unknown]],galaxyseven@protonmail.com,,
10882110,Inactive Investor,Alan Barone,,"Osaic Wealth, Inc. Fairfield NJ 75 Lane Rd",,,Salesforce
10928465,Inactive Investor,John Woleben,,"Osaic Wealth, Inc. Virginia Beach VA 233 Business Park Dr",,,Salesforce
11051270,Inactive Investor,John Fabian,Financial Advisor;Senior Vice President,Morgan Stanley Camp Hill PA 214 Senate Ave,john.fabian@morganstanley.com,,Salesforce
10934194,Inactive Investor,Andres Chavarriaga,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
10820806,Inactive Investor,Mark Shafer,Chief Compliance Officer;Managing Member;Principal,Goodrich Asset Management LLC New Albany OH 7558 N Goodrich Sq,mark.shafer@goodricham.com,,Salesforce
11007109,Inactive Investor,Brian Baer,,Thrivent Investment Management Inc.,brian.baer@thrivent.com,,Salesforce
9568603,,Christian Barde,,,christian.barde@fmr.com,,List import
10773742,Inactive Investor,Matthew Meyer,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,matthew.meyer@ubs.com,,Salesforce
10785802,Inactive Investor,Lydia Boyd,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Lakeland FL 6419 S Florida Ave",,,Salesforce
9604469,,f s,,,s@f.com,,List import
1002112,Inactive Investor,PJ Huizenga,Principal,Huizenga Capital Management,phuizenga@huizengacapital.com, +1 630 990 2100,
9597715,,Francis Hoey,,,fhoey@hoeyinvestments.com,,List import
10850921,Inactive Investor,Terry Black,Founder;Member,"Black Capital Management, LLC",black@blackcapitalmanagement.com,,Salesforce
11052438,Inactive Investor,Patrick Michaud,,"Horace Mann Investors, Inc. Saint Cloud MN 4180 Thielman Ln",patrick.michaud@horacemann.com,,Salesforce
11220949,,Quinn Carlsen,,,quinn.carlsen@allworthfinancial.com,,List Import
10801299,Inactive Investor,David Creasey,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,david.creasey@ubs.com,,Salesforce
9550562,,Ryan Bergquist,,,ryan.bergquist@erieinsurance.com,,List import
10871672,Inactive Investor,Wayne Berna,Managing Director,"Northwestern Mutual Investment Services, LLC Ormond Beach FL 1275 W Granada Blvd",wayne.berna@nm.com,,Salesforce
11137884,Inactive Investor,Stephen Byrd,,"N.I.S. Financial Services, Inc.",,,Salesforce
10893642,Inactive Investor,Heather Seward,,"Cambridge Investment Research, Inc. York PA 230 N George St",,,Salesforce
11111341,Inactive Investor,Darin Kershner,Investment Executive,"Fifth Third Securities, Inc. Westlake OH 25151 Detroit Rd",,,Salesforce
11070912,Inactive Investor,Brock Miller,Wealth Advisor,EP Wealth Advisors Logan UT 632 N Main,,,Salesforce
10995777,Inactive Investor,Chloe Drajkowski,,J.P. Morgan Securities LLC New Berlin WI 15525 W National Ave,chloe.drajkowski@jpmorgan.com,,Salesforce
10855332,Inactive Investor,Philip Towle,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,philip.towle@jpmorgan.com,,Salesforce
342437,,Carissa Kurtz,Executive Associate,Hudock Capital Group,ckurtz@hudockcapital.com,570-326-9500,Manual List Upload
10982630,Inactive Investor,Maria Conroy,Chief Compliance Officer,Argus Wealth Management,maria@arguswealth.com,,Salesforce
9569968,,Paul Lankau,,,plankau@ftbadvisors.com,,List import
11221130,,Daniel Klein,,,dklein@advisornet.com,,List Import
10906831,Inactive Investor,Martin McGuire,Financial Advisor,"Diversified, LLC Birmingham AL 2100 Southbridge Pkwy",,,Salesforce
9565914,,S HUGHES,,,waysidebros@gmail.com,,List import
11091213,Inactive Investor,Benjamin Kachur,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,benjamin.kachur@fidelity.com,,Salesforce
10886155,Inactive Investor,David Parker,Investment Executive,"Fifth Third Securities, Inc. West Chester OH 7700 Cox Rd",,,Salesforce
10779822,Inactive Investor,Todd Sheridan,Portfolio Manager;Research Partner;Vice President,"David Vaughan Investments, LLC",tsheridan@dviinc.com,,Salesforce
10509904,,Andrew Jamieson,Managing Director - Global Head of ETF Product,Citi,andrew.jamieson@citi.com,,List Import
10977302,Inactive Investor,Jake Nathan,,Perella Weinberg Partners LP,jnathan@pwpartners.com,,Salesforce
11099562,Inactive Investor,Ashley Vandergriff,Member,Blue Ridge Wealth Planners,,,Salesforce
9635853,,Barbara Baxter,,,bbaxter@cedarbrookfinancial.com,,List import
350406,, -,,[[Unknown]],peter@titaniumfasteners.com,,Initial Salesforce Import
9579296,,LARRY BOYER,,,lboyerstep@aol.com,,List import
10894181,Inactive Investor,Palak Patel,,"Empower Financial Services, Inc Englewood CO 8525 E Orchard Rd",palak.patel@empower.com,,Salesforce
10802525,Inactive Investor,Rosario Mannino,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Greenwich CT 41 W Putnam Ave",rmannino@ampf.com,,Salesforce
9582912,,JoAnn Hill,,,johanna416@yahoo.com,,List import
11035846,Inactive Investor,Matthew McCulley,Financial Advisor,LPL Financial LLC Woodstock GA Private Residence,matthew.mcculley@lpl.com,,Salesforce
10907494,Inactive Investor,Brett Cropsey,,"Raymond James Financial Services, Inc. Marcellus MI 158 E Main St",brett.cropsey@raymondjames.com,,Salesforce
11206374,Inactive Investor,Kelley Stich,,"Osaic Wealth, Inc. West Des Moines IA 1200 Valley W Dr",,,Salesforce
9609615,,Shoaib Khan,,,shoaib.khan@treas.nj.gov,,List import
11070534,Inactive Investor,Ana Giron Trujillo,,J.P. Morgan Securities LLC Long Beach CA 940 Long Beach Blvd,ana.giron-trujillo@jpmorgan.com,,Salesforce
10946841,Inactive Investor,Kacey Nguyen,,J.P. Morgan Securities LLC San Marino CA 2270 Huntington Dr,kacey.nguyen@chase.com,,Salesforce
11219132,,Michael Johns,,,michael.johns@ceterafs.com,,Other
11156748,Inactive Investor,Robert Coronel,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,rob.coronel@morganstanley.com,,Salesforce
10426927,,Marianne Meier,,,acc.091215@gmail.com,,Web Form Fillout
65838,,George Kroustalis,"Financial Advisor, Senior Vice President",CAPTRUST,george.kroustalis@captrustadvisors.com,704-927-0360,
241739,,Jake Vukelic,,[Unknown],jake@coindesk-indices.com,,Direct
11029265,Inactive Investor,Sharmila Gangopadhyay,,"U.S. Bancorp Investments, Inc. Saint Louis MO 12688 Olive Blvd",sharmila.gangopadhyay@usbank.com,,Salesforce
11175528,Inactive Investor,Darrell Haynes,Secretary;Shareholder,Team Financial Strategies,scott@teamstrategiesonline.com,,Salesforce
11182182,Inactive Investor,Michael Oakley,Financial Advisor,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,michael.oakley@ubs.com,,Salesforce
11014747,Inactive Investor,Timothy Honan,Wealth Advisor Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,timothy.honan@jpmorgan.com,,Salesforce
11148735,Inactive Investor,Daniel DeWall,,United Planners' Financial Services of America A Limited Partner Gilmore City IA 102 E Iowa Ave,,,Salesforce
112117,,Paul Kimmel,President,Wall Rose Mutual Insurance Company,pekimmel@juno.com,1-724-375-0594,Database Upload
1001879,Inactive Investor,Matt Harnett,Partner,Tecum Equity,mharnett@tecum.com, +1 724 602 4388,
334123,,Paul Martin,Managing Partner,"Martin Capital Advisors, Llp",paul@martincapital.com,210-694-2100,Manual List Upload
11062769,Inactive Investor,Joan Murdaugh,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",jmurdaugh@massmutual.com,,Salesforce
10798353,Inactive Investor,Nancy Dunbar,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,nancy.dunbar@jpmorgan.com,,Salesforce
9588388,,j j,,,jjf@jj.com,,List import
10801223,Inactive Investor,Brian Coghill,Senior Vice President - Investments,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,bcoghill@investdavenport.com,,Salesforce
11103722,Inactive Investor,Kathy Wilson,,"First Command Brokerage Services, Inc. Huntsville AL 475 Providence Main St NW",kawilson@firstcommand.com,,Salesforce
9631872,,Natalia Taylor,,,shopfinehoney@gmail.com,,List import
10901939,Inactive Investor,Christopher Wilson,Financial Advisor,PNC Investments Cockeysville MD 11139 York Rd,christopher.d.wilson@pnc.com,,Salesforce
11017796,Inactive Investor,Daniel Malloy,,LPL Financial LLC Orlando FL 1715 Oakmont Ln,daniel.malloy@lpl.com,,Salesforce
216395,,Daniel Arce,Private Wealth Advisor,Snowden Account Services LLC,darce@snowdenlane.com,646-218-9760,Event
10978672,Inactive Investor,Andrew Christakos,Wealth Advisor,"Westfield Wealth Management, LLC",andrew@westfieldwealth.com,,Salesforce
11202059,Inactive Investor,Casey Urdiales,Chief Compliance Officer,"Scofield & Company, LLC",casey@scofieldandcompany.com,,Salesforce
10907441,Inactive Investor,George Klebart,,Santander Securities LLC Enfield CT 40 Hazard Ave,george.klebart@santanderinvestments.com,,Salesforce
11229390,Inactive Investor,Stephanie Cipowski-Smith,,William Blair,,,Salesforce
9637302,,Dj Johnson,,,johnsondmi@icloud.com,,List import
9612593,,Philip Yarrow,,,philip.yarrow@invesco.com,,List import
11049540,Inactive Investor,Douglas Haught,Associate Wealth Advisor,"Sequoia Financial Group, L.L.C.",dhaught@sequoia-financial.com,,Salesforce
10867569,Inactive Investor,Eduardo Tamborrel,,"Intercam Securities, Inc.",,,Salesforce
10771304,Inactive Investor,Mark Saussy,Chief Operating Officer;Corporate Secretary;Executive Vice President;Regulatory Contact,"Southeast Asset Advisors, LLC",msaussy@assetadvisor.com,,Salesforce
10846613,Inactive Investor,Janet Acheatel,Senior Wealth Advisor,"HoyleCohen, LLC",janet.acheatel@hoylecohen.com,,Salesforce
10764131,Inactive Investor,John Landberg,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,jlandberg@rwbaird.com,,Salesforce
10861877,Inactive Investor,Gregory Giannibas,Director;Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",gregory.giannibas@tiaa-cref.org,,Salesforce
10875093,Inactive Investor,Jason Fagan,,"Cambridge Investment Research, Inc. Merritt Island FL 1353 N Courtenay Pkwy",,,Salesforce
11199309,Inactive Investor,Devin Barnes,,J.P. Morgan Securities LLC Columbia SC 10134 Two Notch Rd,devin.barnes@chase.com,,Salesforce
10505786,,Roman Pinsky,Managing/Director,RMP FINANCIAL INC,rmpfinancial@att.net,954-389-1353,List import
11057971,Inactive Investor,James Monagan,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
345462,,Seth Bienstock,"Senior Vice President, Analyst","Timessquare Capital Management, Llc",seth.bienstock@tscmllc.com,180-054-15156,Manual List Upload
10904285,Inactive Investor,James Peka,,PFS Investments Inc. Roseau MN 205 2nd Ave NW,james.peka@primerica.com,,Salesforce
10640129,,John Yuen,,,jyuen@covenantblock.com,,Web Form Fillout
11254582,Inactive Investor,Emmanuel Velasco,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9599587,,Ian Kravitz,,,ikravitz@regentatlantic.com,,List import
10905600,Inactive Investor,Robert Rice,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,rgrice@ft.newyorklife.com,,Salesforce
11008181,Inactive Investor,Erin Phelps,Financial Advisor,"Equitable Advisors, LLC Erie PA 100 State St",erin.phelps@equitable.com,,Salesforce
11137432,Inactive Investor,Michael Evans,Managing Director,UBS Financial Services Inc. San Francisco CA 555 California St,mike.evans@ubs.com,,Salesforce
9591619,,francis gipaya,,,fgipaya@g4s.hudsonyardsnewyork.com,,List import
10941622,Inactive Investor,Mitchell Raymond,,Fidelity Brokerage Services LLC,,,Salesforce
10945423,Inactive Investor,Michael Von Lunen,Investment Advisor,Prospect Trading LLC,mike@prospecttradingllc.com,,Salesforce
11157090,Inactive Investor,Lilly Yudunn,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",lilly.yudunn@usbank.com,,Salesforce
11026152,Inactive Investor,Steven Clark,,LPL Financial LLC Amarillo TX 620 S Taylor St,steve.a.clark@lpl.com,,Salesforce
10988318,Inactive Investor,Paul Chlebecek,Financial Advisor,"CUSO Financial Services, L.P. Lunenburg MA 603 Massachusetts Ave",,,Salesforce
10813393,Inactive Investor,Joann Squires,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11163130,Inactive Investor,Brian Book,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11134007,Inactive Investor,Ryan Geary,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",ryan.geary@equitable.com,,Salesforce
11072045,Inactive Investor,Leigh Kempf,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",leigh.kempf@ml.com,,Salesforce
10618588,,Jeffrey Moster,,,jeffrey.moster@ubs.com,,List Import
9540924,,Bridge Craven,,,info@deltacorecapital.com,,List Import
11217995,,Anna Edwards,,,anna.edwards@jpmorgan.com,,List Import
11187034,Inactive Investor,Taylor Morrison,Senior Wealth Advisor,"Citizens Securities, Inc. Andover MA 209 N Main St",taylor.j.morrison@citizensbank.com,,Salesforce
11013766,Inactive Investor,Chris Breeden,,"Brokers International Financial Services, LLC.",cbreeden@brokersifs.com,,Salesforce
10932754,Inactive Investor,Darwin Smith,Financial Advisor;Vice President,"Citizens Securities, Inc. Wynnewood PA 25 E Wynnewood Rd",darwin.smith@citizenssecurities.com,,Salesforce
120763,,Mohammad Vedadi,"Advisor, Financial Advisor","SagePoint Financial, Inc.",mvedadi@sagepointadvisor.com,218-525-9001,
9644685,,Joe Walkush,,,joe.walkush@bluecrestcapital.com,,List import
9544588,,Lisa Binkley,,,lbinkley@ncstrv.com,,List import
10852029,Inactive Investor,Bradi Dahmen,,"Avantax Investment Services, Inc. Wenatchee WA 175 E Penny Rd",,,Salesforce
11051986,Inactive Investor,Kathryn Mcdonough,,J.P. Morgan Securities LLC West Palm Beach FL 222 Lakeview Ave,kathryn.mcdonough@jpmorgan.com,,Salesforce
11012288,Inactive Investor,Charles Adkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Nottingham MD 8851 Belair Rd",,,Salesforce
11062470,Inactive Investor,William Gomez-Moller,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,william.gomezmoller@ubs.com,,Salesforce
10928292,Inactive Investor,Mayra Wilson,,"Farmers Financial Solutions, LLC Oklahoma City OK 4432 N Meridian Ave",,,Salesforce
11109905,Inactive Investor,Cynde Mathis,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",cynde_mathis@ml.com,,Salesforce
11131964,Inactive Investor,Cynthia Heidebrecht,,"Avantax Investment Services, Inc. Georgetown TX Private Residence",,,Salesforce
202080,,Atul Shah,,[Unknown],atulcshah@aol.com,,source
11040161,Inactive Investor,Jorgen Dahl,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",jorgen.dahl@nm.com,,Salesforce
10777740,Inactive Investor,Joshua Lake,Private Wealth Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 2835 Miami Village Dr",joshua.j.lake@ampf.com,,Salesforce
10985681,Inactive Investor,James Myers,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,jim.myers.fd1v@statefarm.com,,Salesforce
10902051,Inactive Investor,Christopher Gabel,Financial Advisor,Edward Jones Grandview TX 105 N 3rd St,chris.gabel@edwardjones.com,,Salesforce
11120465,Inactive Investor,Justin Mendieta,,PFS Investments Inc. Iraan TX 303A S Drake,jmendieta@primerica.com,,Salesforce
55848,,Christopher Hitchens,,United Kingdom,email@chrishitchens.co.uk,,
10505981,,Diane Brewer,RFC,Abundance Asset Management Group,diane@abundanceamg.com,805-570-5995,List import
10879319,Inactive Investor,Kevin Bauman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kevin_bauman@vanguard.com,,Salesforce
10786524,Inactive Investor,Norah Sheridan,Financial Advisor;Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,norah.j.sheridan@morganstanley.com,,Salesforce
11205663,Inactive Investor,Hank Clayton,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Lake Oswego OR 5885 Meadows Rd",hank.clayton@wfafinet.com,,Salesforce
10858190,Inactive Investor,Jai Doshi,,"Calton & Associates, Inc.",jdoshi@calton.com,,Salesforce
9586087,,Ryan Vliek,,,ryan.vliek@pps-v.com,,List import
345841,,Eric Petersen,Vice President,Bellingham Capital,eric@bellinghamcapital.com,360-685-4240,Manual List Upload
10828667,Inactive Investor,Jeff Fluharty,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",jeff.j.fluharty@wellsfargo.com,,Salesforce
9568890,,Tahir -,,,super6etc@aol.com,,List import
9588021,,Blake Webster,,,bwebster@quantumep.com,,List import
11174747,Inactive Investor,John Standafer,Financial Advisor,Edward Jones Worthington MN 515 Humiston Ave,john.standafer@edwardjones.com,,Salesforce
9548513,,senol aydin,,,beykent.senol@gmail.com,,List import
10973321,Inactive Investor,Ganapathi Raman Balasubramanian,,PFS Investments Inc. Fremont CA 42808 Christy St,5hkmm@primerica.com,,Salesforce
350751,,Brad Tham,"Head, Taft-Hartley Sales Managing Director","Invesco Private Capital, Inc.",brad_tham@invesco.com,212-826-1100,Manual List Upload
11132932,Inactive Investor,Amanda Pelliccioni,Financial Professional,LPL Financial LLC Morgantown WV 3345 University Ave,amanda.pelliccioni@lpl.com,,Salesforce
11221678,,David Bolger,,,dbolger@clarfeld.com,,List Import
11201759,Inactive Investor,Lewis Bogle,,NYLIFE Securities LLC Oklahoma City OK 211 N Robinson Ave,ldbogle@ft.newyorklife.com,,Salesforce
11236670,Inactive Investor,Carson Fields,Financial Advisor,"Forthright Wealth Management, LLC",carson.fields@forthrightwm.com,,Salesforce
11254077,Inactive Investor,James Maysent,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jjmaysent@ft.newyorklife.com,,Salesforce
10850184,Inactive Investor,Bonnie Hamilton,Senior Client Associate;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,bhamilton@rockco.com,,Salesforce
10895360,Inactive Investor,Ella Ivanova,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10938173,Inactive Investor,James Moore,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",jakemoore@financialguide.com,,Salesforce
10754956,Inactive Investor,Gretchen Nichols,Operations Manager,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",gretchen.nichols@raymondjames.com,,Salesforce
11122225,Inactive Investor,Kristopher Nguyen,,J.P. Morgan Securities LLC Brea CA 2500 E Imperial Hwy,kristopher.nguyen@jpmorgan.com,,Salesforce
9648073,,kye jackson,,,kyejackson8@hotmail.co.uk,,List import
9637254,,Trish OConnor,,,trish.connor81@gmail.com,,List import
10766931,Inactive Investor,Joseph Naiman,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",joseph.naiman@ml.com,,Salesforce
10929821,Inactive Investor,Kevin Callagy,Financial Advisor,LPL Financial LLC Tampa FL Private Residence,kevin.callagy@lpl.com,,Salesforce
11106223,Inactive Investor,Carty Giffin,Financial Advisor,"Ameriprise Financial Services, LLC Morrisville PA 33S Delaware Ave",carty.l.giffin@ampf.com,,Salesforce
10912252,Inactive Investor,Steven Goldstein,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",,,Salesforce
10889293,Inactive Investor,Charles Lambert,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",charleslambert@financialguide.com,,Salesforce
10774073,Inactive Investor,Tammy Beaver,Director - Compliance;Vice President,D.A. Davidson & Co. Fort Shaw MT Private Residence,tbeaver@dadco.com,,Salesforce
11137873,Inactive Investor,Stella Westfall,,"FBL Marketing Services, LLC Three Lakes WI 1882 Superior St",stella.westfall@fblfinancial.com,,Salesforce
10935580,Inactive Investor,Allison Menke,Financial Advisor,Robert W. Baird & Co. Incorporated Jasper IN 690 W 2nd St,amenke@rwbaird.com,,Salesforce
11056664,Inactive Investor,Casey White,,PFS Investments Inc. Abingdon VA 851 French Moore Jr Blvd,,,Salesforce
10994671,Inactive Investor,James Haines,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",,,Salesforce
11140375,Inactive Investor,Carlye Bishopp,Financial Advisor,Edward Jones Plymouth IN 2932 Miller Dr,carlye.bishopp@edwardjones.com,,Salesforce
10813470,Inactive Investor,Robert Holmes,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Winchester VA 40 S Loudoun St",rob.holmes@rbc.com,,Salesforce
10820683,Inactive Investor,Monica Allen,Financial Advisor,"Ameriprise Financial Services, LLC Farmington ME 454 Fairbanks Rd",monica.allen@ampf.com,,Salesforce
10998630,Inactive Investor,Joshua Holt,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",joshua.holt@stewardpartners.com,,Salesforce
10962942,Inactive Investor,Natalie Rosenthal,Financial Advisor,"Equitable Advisors, LLC Irvine CA 2050 Main St",natalie.rosenthal@equitable.com,,Salesforce
345136,,Justin Mcmaster,Member,"Cedar Spring Advisors, Llc",justin.mcmaster@mcmasterfinancial.com,717-224-1238,Manual List Upload
10766071,Inactive Investor,Cameron Donnelly,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,cameron.donnelly@morganstanley.com,,Salesforce
10758864,Inactive Investor,Nancy Martignago,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",nancy_martignago@ml.com,,Salesforce
11008387,Inactive Investor,Heriberto Gonzalez,,"OneAmerica Securities, Inc. Providence RI 2 Regency Plz",,,Salesforce
10645229,,Ray Thompson,,,thompson.ray@ntrs.com,,List Import
11118913,Inactive Investor,Patrick Powers,Financial Advisor;Wealth Advisor,LPL Financial LLC Charlotte NC Private Residence,patrick.powers@lpl.com,,Salesforce
10802689,Inactive Investor,Jeffrey Minamide,Financial Advisor;Portfolio Management Director;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,jeffrey.minamide@morganstanley.com,,Salesforce
10905180,Inactive Investor,Ilya Nudelman,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,ilya.nudelman@fidelity.com,,Salesforce
9584897,,Yu Zhang,,,echo.zhang@lfg.com,,List import
10991336,Inactive Investor,Gregory Lippert,Financial Advisor,"MML Investors Services, LLC Venetia PA Private Residence",glippert@financialguide.com,,Salesforce
10998525,Inactive Investor,Stephen Harrison,Financial Professional,"Equitable Advisors, LLC Jacksonville FL 225 Water St",stephen.harrison@equitable.com,,Salesforce
352143,,Jake Ridley,"Director, Capital Management","Astoria Strategic Wealth, Inc.",j.ridley@astoriastrategicwealth.com,888-321-7374,Manual List Upload
9626520,,Sean Sawyer,,,snscoins13@gmail.com,,List import
11200236,Inactive Investor,Dylan Holborn-Welsh,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",dylan.holborn-welsh@equitable.com,,Salesforce
11200842,Inactive Investor,Jack Johnson,Owner;Principal,Sierra Financial Planning & Asset Management,jackjohnson@sfplan.com,,Salesforce
10619806,,Stephen White,,,steve@swinvestmentsllc.com,,List Import
10876598,Inactive Investor,Alexandra Ostafy,,Vanguard Marketing Corporation,alexandra_ostafy@vanguard.com,,Salesforce
10870444,Inactive Investor,Elizabeth Rooney,,"The Leaders Group, Inc.",,,Salesforce
10789274,Inactive Investor,Melinda Adams,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10887518,Inactive Investor,Thomas Repaskey,Chief Compliance Officer;Founder;Managing Member;President,"Cardinal Financial Consultants, LLC",,,Salesforce
10968401,Inactive Investor,Mitja Peterman,,PFS Investments Inc. Houston TX 2636 S Loop W,,,Salesforce
10618581,,Suzanne Schultz,,,suzanne.schultz@ubs.com,,List Import
9549074,,Donald Whitaker,,,donald@godragonfish.com,,List import
10989684,Inactive Investor,Tung Luu,Relationship Banker,J.P. Morgan Securities LLC Garden Grove CA 12991 Beach Blvd,tung.luu@chase.com,,Salesforce
10895375,Inactive Investor,Kyle Ciotti,,Fidelity Brokerage Services LLC,,,Salesforce
224873,,Simona Vasile,,[Unknown],simonacvasile@yahoo.com,,
11062862,Inactive Investor,Jacques Lucchesi,,Cetera Advisor Networks LLC Newton Center MA 40 Burdean Rd,jacques.lucchesi@ceterawealth.com,,Salesforce
10973947,Inactive Investor,Nicole Heavern,Wealth Advisor,Riverview Capital Advisers LLC,nicole@riverviewcapital.com,,Salesforce
11053125,Inactive Investor,Felisha Murray,,J.P. Morgan Securities LLC Marlborough MA 189 Boston Post Rd W,felisha.murray@jpmorgan.com,,Salesforce
11130537,Inactive Investor,Kurt Diehl,Regional Vice President,PFS Investments Inc. Quakertown PA 101 E Mill St,kurt.diehl@primerica.com,,Salesforce
11209812,Inactive Investor,Mark Boddy,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",mark.boddy@nm.com,,Salesforce
11073762,Inactive Investor,Garrett Grenert,Financial Advisor,Cypress Strategies,garrett@cypressnv.com,,Salesforce
10835385,Inactive Investor,Richard Habib,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
10815597,Inactive Investor,Bobbie Bostick,Founding Partner,&Partners Midland TX 600 N Marienfeld St,bobbie.bostick@andpartners.com,,Salesforce
10611580,,Patrick Boutilier,Financial Advisor,,patrick.boutilier@lpl.com,,List Import
11170946,Inactive Investor,Elizabeth Whipple,,Wintrust Investments LLC,ewhipple@wintrustwealth.com,,Salesforce
10844722,Inactive Investor,John Donovan,,"Osaic Wealth, Inc. Plano TX 1701 Iowa Dr",,,Salesforce
235492,, -,,[[Unknown]],dagobert.dollaris@gmail.com,,Direct
10803751,Inactive Investor,Todd Crawford,Financial Advisor,LPL Financial LLC Everett WA 11127 Evergreen Way,todd.crawford@lpl.com,,Salesforce
11184934,Inactive Investor,Sandra Mariacher,,Key Investment Services LLC Buffalo NY 8899 Main St,sandra_mariacher@keybank.com,,Salesforce
11139002,Inactive Investor,Brian McHenry,,LPL Financial LLC Newport Beach CA 4400 Macarthur Blvd,brian.mchenry@lpl.com,,Salesforce
242926,,Jerrell Mure,Financial Advisor,MassMutual Oklahoma,jerrellmure@financialguide.com,405-486-1429,Manual List Upload
11175725,Inactive Investor,Shelby Womack,Financial Advisor,Edward Jones Iowa Park TX 105 W Cash St,shelby.womack@edwardjones.com,,Salesforce
11028317,Inactive Investor,Daniel Leroy,Financial Advisor,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",daniel.leroy@equitable.com,,Salesforce
10921700,Inactive Investor,Christopher Wren,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,,,Salesforce
11057266,Inactive Investor,Michael Quinn,,Cetera Advisor Networks LLC N Ferrisburgh VT Private Residence,quinnmike@ceteranetworks.com,,Salesforce
10657246,,Juviel Gama,,,jgama@primerica.com,,List Import
11077617,Inactive Investor,Irina Coric,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,irina.coric@fidelity.com,,Salesforce
9549124,,Mauricio Roer Kessler,,,mrk@marmi-am.com,,List import
9616690,,Dave Yepez,,,dyepez@exencialwealth.com,,List import
373488,,Jason Cohan,,[Unknown],jmc5471@gmail.com,,source
11155065,Inactive Investor,William Gullborg,,"Grove Point Investments, LLC Canonsburg PA 3908 Washington Rd",wgullborg@hbeckinc.com,,Salesforce
143012,,Karen Japngie,Managing Partner,ACG Wealth Inc.,kjapngie@atlantacapitalgroup.com,516-623-2228,
11065576,Inactive Investor,Timothy Lambert,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
10928343,Inactive Investor,Michael Glaubke,,"MML Investors Services, LLC Virginia Beach VA 780 Lynnhaven Pkwy",mglaubke@financialguide.com,,Salesforce
11125520,Inactive Investor,Grace-Anne Dangerfield,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,grace-anne_dangerfield@vanguard.com,,Salesforce
353106,,JAYNE WILLIAMS,CEO,"CONSULTING EXECUTIVES, INC.",consultingexecutivesinc@gmail.com,,Event
11068846,Inactive Investor,Brian Meeker,Financial Advisor,Edward Jones Homer LA 639 W Main St,brian.meeker@edwardjones.com,,Salesforce
10779484,Inactive Investor,Jacqueline Sebastian,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",jacqueline.sebastian@ml.com,,Salesforce
11016268,Inactive Investor,Michelle Glass,,Cetera Advisor Networks LLC Sheffield Lake OH Private Residence,,,Salesforce
9612821,,Shantanu Kejriwal,,,shantanukejriwal575@gmail.com,,List import
10616263,,Daniel Harley,,,daniel.harley@prudential.com,,List Import
10894024,Inactive Investor,Jason Will,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Seattle WA 9800 15th Ave SW",jason.will@usbank.com,,Salesforce
213738,,Chad Salmansohn,,[Unknown],cnoteoncloud9@yahoo.com,,Organic Search
10604361,,Maria Bautista,Associate PM,"Securities America, Inc.",mbautista@flccapital.com,402-399-9111,List Import
10762367,Inactive Investor,William Vanech,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,bill.vanech@opco.com,,Salesforce
10510159,,Bill Newton,Pres,sterling newton,bill@sterlingnewton.com,,List Import
10644528,,Brendan Murphy,,,bmurphy@lincolninternational.com,,List Import
10590237,,Andrew Choi,,,drchoinycc@gmail.com,7038887779,Web Form Fillout
10755736,Inactive Investor,Jacob Whipp,,"Larson Financial Securities, LLC",,,Salesforce
102780,,Wilma Roche,,United States,wilmaroche29@icloud.com,,
10841593,Inactive Investor,Christopher Rhim,Chief Compliance Officer;Managing Member;President,Green View Advisors LLC,crhim@greenviewadvisors.com,,Salesforce
9614487,,Ricci Rukavina,,,rukavina@mac.co,,List import
9580252,,Nathan Potts,,,ppmarketinginc@gmail.com,,List import
9565750,,Roberto Molina,,,roberto.molina@lfg.com,,List import
9596284,,Alex Bey,,,abey@johnsoninv.com,,List import
11147445,Inactive Investor,Rebecca Allen,,Fidelity Brokerage Services LLC,rebecca.allen@fmr.com,,Salesforce
11084391,Inactive Investor,Derek Hartmann,Financial Advisor,LPL Financial LLC Woodstock IL 2525 Harding Ln,derek.hartmann@lpl.com,,Salesforce
9638613,,Sara Mansouri,,,s.mansouri@alahli.com,,List import
10922885,Inactive Investor,Wyatt Holtz,Financial Advisor,"Ameriprise Financial Services, LLC Grand Forks ND 3425 S Washington St",wyatt.holtz@ampf.com,,Salesforce
9588407,,Jeff K,,,jiffys20@hotmail.com,,List import
10953620,Inactive Investor,William Davis,Registered Client Associate,D.A. Davidson & Co. Winston Salem NC 370 Knollwood St,,,Salesforce
10982632,Inactive Investor,Debra Gibson,,"MML Investors Services, LLC Scottsdale AZ 11120 E Mission Ln",debbiegibson@financialguide.com,,Salesforce
11037603,Inactive Investor,Justin Schilawski,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
9585200,,Kristin Johnson,,,kjohnson@jcfco.com,,List import
11140913,Inactive Investor,Carlos Garces Royero,,PFS Investments Inc. Hialeah FL 5979 NW 151st St,carlosgarcesroyero@primerica.com,,Salesforce
9641718,,Robert Klein,,,rhklein89@aol.com,,List import
11130676,Inactive Investor,Todd Holden,,J.P. Morgan Securities LLC Stuart FL 2280 SE Federal Hwy,todd.v.holden@jpmorgan.com,,Salesforce
10887566,Inactive Investor,Donald Ayers,,The O.N. Equity Sales Company Manasquan NJ 2600 Hwy 35,,,Salesforce
10865110,Inactive Investor,Timothy Clepper,Managing Partner,"Ellsworth Advisors, LLC",tclepper@ellsworthadvisors.com,,Salesforce
9597310,,David Bracey,,,dbb4120@gmail.com,,List import
11024419,Inactive Investor,Sahar Arefieg,,"Bankers Life Securities, Inc. Irvine CA 18022 Cowan",sahar.arefieg@bankerslife.com,,Salesforce
9548568,,Katie Robinette,,,katier@buildbeyond.com,,List import
11187931,Inactive Investor,Scotti Catalano,,State Farm VP Management Corp. Clinton MS 402 Monroe St,scotti.catalano.y49q@statefarm.com,,Salesforce
11132132,Inactive Investor,Donald Simmons,Chief Executive Officer;Executive Director;Founder;Founding Partner;Principal;Regulatory Contact,Simmons Capital Group,dsimmons@simmonscapitalgroup.com,,Salesforce
11137356,Inactive Investor,Caspar Unterreiner,,"Osaic Wealth, Inc. Chesterfield MO 16020 Swingley Ridge Rd",,,Salesforce
11019154,Inactive Investor,Aparna Sarma,Private Client Advisor;Vice President,J.P. Morgan Securities LLC McHenry IL 4302 W Elm St,aparna.sarma@jpmorgan.com,,Salesforce
10761731,Inactive Investor,Clarisa Estevez,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",clarisa.estevez@ml.com,,Salesforce
10928825,Inactive Investor,Todd Myatt,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Andover MA 300 Brickstone Sq",todd.myatt@tiaa.org,,Salesforce
11001142,Inactive Investor,Mariana Amilcar,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,mariana.sanoja@primerica.com,,Salesforce
9622897,,HAN JIWON,,,kgang80@naver.com,,List import
10894991,Inactive Investor,Gerard Guercio,Financial Advisor,LPL Financial LLC Hattiesburg MS 5 Orleans Dr,rod.guercio@lpl.com,,Salesforce
11178410,Inactive Investor,Kenyatta Holmes,,J.P. Morgan Securities LLC Trumbull CT 80 Quality St,kenyatta.holmes@jpmorgan.com,,Salesforce
11118721,Inactive Investor,Sandra Sanchez Heredia,Financial Advisor,UBS Financial Services Inc. San Diego CA 600 W Broadway,sandra.sanchez-heredia@ubs.com,,Salesforce
10888843,Inactive Investor,Sean Ohara,Investment Advisor Representative;Partner;Regulatory Contact,Kelley Investments,sean@kelleyinvestments.com,,Salesforce
9569845,,Stefan Alb,,,salb@sierraglobal.com,,List import
186167,,Johnathan Strydom,,[Unknown],johnathanstrydom@gmail.com,,source
9568665,,Laurent Bourquin,,,laurent.brqn@gmail.com,,List import
11207889,Inactive Investor,Russell Smith,,"Regulus Financial Group, LLC Canyon Lake CA 31740 Railroad Canyon Rd",,,Salesforce
10845644,Inactive Investor,Charles Moyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Jackson WY 50 Buffalo Way",charles.moyer@wellsfargo.com,,Salesforce
9594041,,ANTHONY DE CINTI,,,tdecinti@yahoo.com,,List import
9623165,,dario tani,,,dariotani99@gmail.com,,List import
7271753,,Sabrina Elouardi,,,sabrinaelouardi98@gmail.com,,Web form fillout
118440,,Bret Hamby,"Chief Financial Officer, Chief Investment Officer, Investment Manager, Partner",Vinoble Group,breth@vinoblegroup.com,206-317-6822,
11084833,Inactive Investor,Seth Moran,Client Service Associate;Financial Planning Associate,Morgan Stanley West Hartford CT 433 S Main St,seth.moran@morganstanley.com,,Salesforce
10815497,Inactive Investor,Tami Salzwedel,,Commonwealth Financial Network Prairie Du Sac WI 625 Water St,tsalzwedel@commonwealth.com,,Salesforce
9549900,,Diana Gaus,,,dianagaus@synovus.com,,List import
234265,, -,,[[Unknown]],nollieford@gmail.com,,Organic Search
10494460,,Ryan Small,"Manager, Managing Partner, Member, Regulatory Contact","Inverdale Capital Management, LLC",ryan@inverdalecapital.com,,List Import
8279656,,Don Culp,,,dculp3811@gmail.com,,
10832493,Inactive Investor,Michael Rothrock,,"Hornor, Townsend & Kent, LLC Allentown PA 1550 Pond Rd",mrothrock@htk.com,,Salesforce
10875131,Inactive Investor,Michael Montaruli,Financial Consultant,LPL Financial LLC Brewster NY 1620 Rte 22,michael.montaruli@lpl.com,,Salesforce
9597293,,Jayme Russo,,,jrusso@valleybrookcg.com,,List import
10984417,Inactive Investor,Chrystyna Murray,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,c.murray.uerm6@primerica.com,,Salesforce
10844010,Inactive Investor,William Neely,,"KCD Financial, Inc. Sedalia MO 1601 S Limit Ave",william.neely@kcdfinancial.com,,Salesforce
10790628,Inactive Investor,Patrick McAuliffe,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",pat_mcauliffe@ml.com,,Salesforce
10794964,Inactive Investor,Matthew Hunt,Financial Advisor,"Ameriprise Financial Services, LLC Temecula CA 27250 Via Industria",matthew.w.hunt@ampf.com,,Salesforce
11034722,Inactive Investor,John Marshall,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",john.marshall@nm.com,,Salesforce
9635323,,Brena Gilbert,,,bgilbert@excelsecurities.com,,List import
11131643,Inactive Investor,Jonathan Ingram,,Sollinda Capital Management LLC Roanoke VA Private Residence,,,Salesforce
11007311,Inactive Investor,Edgar Gonzalez,,"Farmers Financial Solutions, LLC Laredo TX 3210 Jaime Zapata Memorial Hwy",egonzalez5@farmersagent.com,,Salesforce
10874462,Inactive Investor,Jack Biedebach,Financial Advisor,LPL Financial LLC Anaheim CA 155 N Riverview Dr,jack.biedebach@lpl.com,,Salesforce
11063545,Inactive Investor,Michael Gerbus,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,michael.gerbus@fmr.com,,Salesforce
11127984,Inactive Investor,Chad Merling,,"Farmers Financial Solutions, LLC Baytown TX 5523 West Rd",cmerling@farmersagent.com,,Salesforce
190280,,Dean Draper,Financial Professional,"Voya Financial Advisors, Inc.",ddraper@voyafa.com,423-756-7764,
11130088,Inactive Investor,Steven Nuckols,Chief Compliance Officer;President,"Wealth Compass Financial, Inc.",steven@wealthcompassfinancial.com,,Salesforce
10611971,,John Gurrieri,Financial Advisor,,jgurrieri@htk.com,,List Import
9630182,,Alexey Berd,,,alexeyberd@gmail.com,,List import
11153725,Inactive Investor,Vicki Baker,,"Investment Planners, Inc. Decatur IL 158 W Praire Ave",vjbaker@investment-planners.com,,Salesforce
10946436,Inactive Investor,Courtney Sanders,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
373670,,Jennifer Himelic,,[Unknown],jenniferhimelic@yahoo.com,,source
11093095,Inactive Investor,Brad Roberson,Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",brad.roberson@wellsfargo.com,,Salesforce
9549268,,Charles Bryant,,,charleswbryant@gmail.com,,List import
9577732,,?? ?,,,choishua@gmail.com,,List import
11234250,Inactive Investor,Amanda Glasser,,Evercore Group L.L.C.,,,Salesforce
10755762,Inactive Investor,Samuel Callari,Financial Advisor,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,samuel.callari@ubs.com,,Salesforce
10644108,,Colin Kelty,,,colin.kelty@ceterais.com,,List Import
11176688,Inactive Investor,Jeffrey Broadhurst,Chief Compliance Officer;Owner;President;Wealth Manager,"Broadhurst Financial Advisors, Inc. Lansdale PA 2000 Spring Valley Rd",jbroadhurst@broadhurstfinancial.com,,Salesforce
234484,, -,,[[Unknown]],statesmen1144@gmail.com,,
11154615,Inactive Investor,Matthew Rio,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11189328,Inactive Investor,Laurie Steadman,,LPL Financial LLC Winnetka IL 1 Northfield Plz,laurie.steadman@lpl.com,,Salesforce
10906706,Inactive Investor,Haiou Allen,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10917886,Inactive Investor,Carl Ward,,"Mutual of Omaha Investor Services, Inc. Phoenix AZ 3200 E Camelback Rd",carl.ward@mutualofomaha.com,,Salesforce
10920689,Inactive Investor,Joseph Crowel,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",joseph.crowel@equitable.com,,Salesforce
10755578,Inactive Investor,Andrew White,Client Associate,"RBC Capital Markets, LLC Norwell MA 80 Washington St",andrew.d.white@rbc.com,,Salesforce
11137108,Inactive Investor,David Reichert,,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
9566257,,Asd fgh,,,challengerqo@gmail.com,,List import
10938820,Inactive Investor,James Boss,,"Osaic Wealth, Inc. Bend OR 780 NW York Dr",,,Salesforce
10657285,,Diane Perkins,,,diane.perkins@fmr.com,,List Import
10993689,Inactive Investor,Alec Tran,,"Transamerica Financial Advisors, Inc Princeton NJ 4390 US Hwy 1",alec.tran@tfaconnect.com,,Salesforce
11198719,Inactive Investor,Damian Madrid,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
2528307,,Harish Kumar Kumar,,,harishkumargreaternoida@gmail.com,,
11221177,,Brittany Taylor,,,btaylor@hbkswealth.com,,List import
10971037,Inactive Investor,Brent Emch,,"Heritage Family Offices, LLP",bemch@heritagefo.com,,Salesforce
11063398,Inactive Investor,Evelyn Dinkins,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kennesaw GA 1275 Shiloh Rd NW",evelyn.x.dinkins@ampf.com,,Salesforce
9636346,,Cassandra Guerrero,Senior Financial Planner,Rgt Wealth Advisors,cguerrero@rgtadvisors.com,,List import
10838964,Inactive Investor,Ken Stephens,,LPL Financial LLC Springfield MO 1125 E Lakewood St,ken.stephens@lpl.com,,Salesforce
62918,,David Bowman,"Managing Director, Senior Portfolio Manager","Ziegler Capital Management, LLC",dbowman@zieglercap.com,414-326-3200,
10935034,Inactive Investor,Kelly Krause,Vice President,"JJSA Advisors, Ltd.",,,Salesforce
11125544,Inactive Investor,Christopher Plemons,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",chris_plemons@ml.com,,Salesforce
11100295,Inactive Investor,Michael Levitsky,Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",michael.levitsky@wfafinet.com,,Salesforce
11146695,Inactive Investor,Randy Berger,,"Wells Fargo Clearing Services, LLC Logan UT 889 S Main St",,,Salesforce
10945681,Inactive Investor,Jarrod Renninger,,LPL Financial LLC Fleetwood PA Private Residence,jarrod.renninger@lpl.com,,Salesforce
9545853,,Edwin Shen,,,edwinshen@hotmail.com,,List import
11122784,Inactive Investor,Aaron Shepherd,Financial Advisor,Edward Jones Lynnwood WA 19707 44th Ave W,aaron.shepherd@edwardjones.com,,Salesforce
11141812,Inactive Investor,Gail Deluca,Financial Advisor,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",gail.deluca@wellsfargoadvisors.com,,Salesforce
333159,,Kevin Donovan,,CJM Wealth,donovank@cjmltd.com,,
10828554,Inactive Investor,Norman Hirsch,Financial Advisor,LPL Financial LLC Boulder CO Private Residence,norm.hirsch@lpl.com,,Salesforce
11152422,Inactive Investor,Charles Hilla,,"MML Investors Services, LLC De Pere WI 2079 Lawrence Dr",chilla@financialguide.com,,Salesforce
11037248,Inactive Investor,Seth Baughman,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
9642617,,Prakash Khot,,,prakash.khot@gmail.com,,List import
11238829,Inactive Investor,Kevin Harrington,,HUDSON COVE CAPITAL MANAGEMENT LLC,kharrington@hudsoncovecapital.com,,Salesforce
10894919,Inactive Investor,Justin Pritchard,Chief Compliance Officer;Financial Advisor,Approach Financial Planning,justin@approachfp.com,,Salesforce
11222080,,Richard Truong,,,richard@benningfieldadvisors.com,,List Import
11022915,Inactive Investor,Nancy D'Amuro-Olszewski,,"American Fidelity Securities, Inc.",nancy.damuroolszewski@af-group.com,,Salesforce
11086960,Inactive Investor,William LoDico,,Craft Capital Management LLC Eatontown NJ 44 Apple St,,,Salesforce
10606719,,Lucy Wagner,Business Support Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",lucy_wagner@ml.com,212-764-0694,List Import
10863802,Inactive Investor,Michael Buckley,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11040539,Inactive Investor,Riaz Hameed,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
9587284,,Peter Rykov,,,rykov.petr@gmail.com,,List import
10776275,Inactive Investor,Bryan Pollack,,Nationwide Planning Associates Inc. Huntington NY 775 Park Ave,bpollack@nationwideplanning.com,,Salesforce
11062160,Inactive Investor,Tiffany Hathcock,,LPL Financial LLC San Diego CA 4707 Executive Dr,tiffany.wharton@lpl.com,,Salesforce
11198162,Inactive Investor,Gavin Heffernan,,GWN Securities Inc. Albany NY 4 Executive Park Dr,gheffernan@gwnsecurities.com,,Salesforce
10921773,Inactive Investor,Timothy Park,,State Farm VP Management Corp. Elk Grove Village IL 361 Bonnie Ln,timothypark@statefarm.com,,Salesforce
11119987,Inactive Investor,Stephen Miller,Financial Advisor,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",stephen.r.miller@raymondjames.com,,Salesforce
11167520,Inactive Investor,Paul Van Ginhoven,,"Principal Securities, Inc.",,,Salesforce
11109537,Inactive Investor,Alexander Brignac,Financial Advisor,Edward Jones Metairie LA 4501 W Napoleon Ave,alex.brignac@edwardjones.com,,Salesforce
10616831,,Paul Cord,,,paul.cord@edwardjones.com,,List Import
11125384,Inactive Investor,Nora Folts,,LPL Financial LLC Midland MI 2401 Eastlawn Dr,,,Salesforce
11100264,Inactive Investor,Danny Saporu,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,New Street Advisors Group LLC,delano@newstreetadvisorsgroup.com,,Salesforce
10882262,Inactive Investor,Ara Abrahamian,Lead Advisor;Managing Member;Senior Partner,Divergent Planning,ara@divergentplanning.com,,Salesforce
11205544,Inactive Investor,Timothy Barhorst,,LPL Financial LLC Westerville OH 56 Dorchester Sq N,timothy.barhorst@lpl.com,,Salesforce
11034119,Inactive Investor,Edward Rimbenieks,Wealth Advisor,Sharp Financial,,,Salesforce
10922354,Inactive Investor,Kyle Wold,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Brookfield WI 15375 W Bluemound Rd",kyle.wold@schwab.com,,Salesforce
9564304,,Tom Jones,,,tom@dcpwealth.com,,List import
9593121,,Rasmus Lassen,,,rasmuslssn@gmail.com,,List import
10963902,Inactive Investor,Wesley Brown,Financial Advisor,Edward Jones Jackson TN 2817 N Highland Ave,,,Salesforce
10961992,Inactive Investor,Mikaila Talentino,,J.P. Morgan Securities LLC Utica MI 4665 24 Mile Rd,mikaila.talentino@jpmorgan.com,,Salesforce
10870581,Inactive Investor,Kelly Lannan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,kelly.lannan@fmr.com,,Salesforce
10713359,,Keith Murphy,,,kemurph123@gmail.com,,Web Form Fillout
9577626,,Naveen teja Jangalapalli,,,naveen.teja.j.n.v@gmail.com,,List import
11099619,Inactive Investor,Bahram Shidoosh,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;President,Shidoosh Wealth Management LLC,,,Salesforce
11136251,Inactive Investor,Jeremy Zitting,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",jeremy.zitting@schwab.com,,Salesforce
10881707,Inactive Investor,Colin Gibbs,Financial Advisor,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,colin.gibbs@morganstanley.com,,Salesforce
10908277,Inactive Investor,Jose Gonzalez,,"Allstate Financial Services, LLC Las Vegas NV 7380 S Eastern Ave",jose.gonzalez@allstate.com,,Salesforce
10946282,Inactive Investor,Bradford Houchins,,Fidelity Brokerage Services LLC Center Valley PA 2945 Center Valley Pkwy,bradford.houchins@fidelity.com,,Salesforce
9565035,,Christopher Harding,,,charding@massmutual.com,,List import
10939505,Inactive Investor,Andrew Severtsen,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11204286,Inactive Investor,James Beenders,Principal;Senior Wealth Manager,"Tiller Private Wealth, Inc.",,,Salesforce
11207999,Inactive Investor,Ryan Ficks,,"First Citizens Investor Services, Inc. Menlo Park CA 2770 Sand Hill Rd",ryan.ficks@firstcitizens.com,,Salesforce
9615893,,Katherine Cote,,,katherinemcote@gmail.com,,List import
10811624,Inactive Investor,Adam Betz,,"The Leaders Group, Inc.",adam.betz@leadersgroup.net,,Salesforce
10839358,Inactive Investor,Daniel Taylor,,"Kestra Investment Services, LLC Royal Oak MI 400 W 4th St",dan.taylor@nfp.com,,Salesforce
10959496,Inactive Investor,Jacob Buchmiller,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11175100,Inactive Investor,Renee Seibert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,renee.seibert@fidelity.com,,Salesforce
10783555,Inactive Investor,Christopher Molloy,,Oppenheimer & Co. Inc.,christopher.molloy@opco.com,,Salesforce
10950956,Inactive Investor,Tracy Kennard,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Salt Lake City UT 505 S Wakara Way",tracy.kennard@tiaa.org,,Salesforce
10838200,Inactive Investor,Gretchen Collins,Financial Advisor,LPL Financial LLC Fort Myers FL 13710 Cypress Terrace Cir,gretchen.collins@lpl.com,,Salesforce
9609657,,Richard Rouse,,,49ersrich@gmail.com,,List import
211741,,Connor Van Kirk,Staff,House of Representatives,connor.vankirk@mail.house.gov,,Content
11197891,Inactive Investor,Georgia Hren Saphier,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",georgia.hrensaphier@nm.com,,Salesforce
10834949,Inactive Investor,Anthony Mazzali,Chief Executive Officer;Managing Member;President,CG Advisory Services,tonym@mycgfinancial.com,,Salesforce
218582,,Shane Saunders,,[Unknown],coachshane@me.com,,Direct
9565422,,Ravikant Sharma,,,aliyaloveravi@gmail.com,,List import
10940514,Inactive Investor,Daniel Gabriels,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11111942,Inactive Investor,Michael West,,Cetera Advisor Networks LLC New York NY 101 Park Ave,,,Salesforce
9637992,,Bruce Amlicke,,,bruce.amlicke@ubs.com,,List import
10950413,Inactive Investor,Christopher Weinard,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9588208,,Margaret Saez,,,msaez@umafs.org,,List import
10487764,,Kenneth McDonald,Principal,AllianceBernstein L.P.,mcdonaldkd@bernstein.com,,List Import
11051383,Inactive Investor,Eshawn Kumar,,Perella Weinberg Partners LP,ekumar@pwpartners.com,,Salesforce
11031351,Inactive Investor,Peter Motsis,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",peter.x.motsis@ampf.com,,Salesforce
10841302,Inactive Investor,Randy Hixson,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Los Gatos CA 150 N Santa Cruz Ave",randy.hixson@wellsfargoadvisors.com,,Salesforce
11054629,Inactive Investor,Jason Spivey,,Cetera Investment Services LLC Madison AL 351 Hughes Rd,,,Salesforce
11023293,Inactive Investor,Terry Toman,,"Cadaret, Grant & Co., Inc. Glendale AZ 7075 W Bell Rd",ttoman@ae.cadaretgrant.com,,Salesforce
10955646,Inactive Investor,Jan Williams,Representative,PFS Investments Inc. Graham NC 200 N Main St,janmichellewilliams@primerica.com,,Salesforce
10887511,Inactive Investor,Robert Ferrara,Financial Advisor,"Pruco Securities, LLC. Ashland WI 216 3rd St W",bob.ferrara@prudential.com,,Salesforce
10858328,Inactive Investor,Paul Kilgus,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Bowling Green KY 563 Hub Blvd,paul.kilgus@morganstanley.com,,Salesforce
11198822,Inactive Investor,Russell Stern,,Citigroup Global Markets Inc.,russell.stern@citi.com,,Salesforce
10878336,Inactive Investor,Ross Dahlof,President;Regulatory Contact,"Christensen Group Financial, LLC",rdahlof@christensengroup.com,,Salesforce
11160198,Inactive Investor,Trisha Sheneman,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",trisha.sheneman@ml.com,,Salesforce
212391,,Mark Sullivan,Regional Director,"Clinton Investment Management, LLC",msullivan@clintoninvestment.com,617-833-7267,
9594308,,Martin Gustafsson,,,m3t4@kryptoworld.xyz,,List import
11222319,,Christopher Hoxie,,,choxie@regalfin.com,,List Import
11195331,Inactive Investor,Bruce Henning,,"Cambridge Investment Research, Inc. Charlotte NC 11430 N Community House Rd",,,Salesforce
9626417,,syed naqvi,,,smanaqvi77@gmail.com,,List import
240807,,Fraker Porter,,[Unknown],pf@boosted.ai,,Event
11134659,Inactive Investor,Dhiren Chauhan,,PFS Investments Inc. Euless TX 1001 W Euless Blvd,dchauhan@primerica.com,,Salesforce
10850631,Inactive Investor,Elizabeth Graham,Chief Operating Officer;Regulatory Contact,Riggs Asset Management Co Inc,egraham@riggsadvisors.com,,Salesforce
10860241,Inactive Investor,Michael Combs,Chief Compliance Officer;Owner,Michael H. Combs,,,Salesforce
10911977,Inactive Investor,Silvia Furnari,Member,Riccio & Associates Weston FL 525 Racquet Club Rd,silvia@riccioandassociates.com,,Salesforce
10813194,Inactive Investor,Jeffrey Condit,Retirement Benefits Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",jeffrey_condit@ml.com,,Salesforce
11171496,Inactive Investor,Jeffrey Koolen,,Edward Jones Lincoln NE 3520 Village Dr,jeff.koolen@edwardjones.com,,Salesforce
11147260,Inactive Investor,Justin Jarvis,Private Client Wealth Advisor,"Citizens Securities, Inc. Portsmouth NH 134 Pleasant St",justin.jarvis@citizensbank.com,,Salesforce
10841238,Inactive Investor,Jeremy Kramer,Assistant Vice President;Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",jeremy.kramer@ml.com,,Salesforce
11187489,Inactive Investor,Qianmin Cao,,J.P. Morgan Securities LLC San Francisco CA 4669 Mission St,qianmin.cao@jpmorgan.com,,Salesforce
10958783,Inactive Investor,Jordan Thompson,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",jordan.m.thompson@nm.com,,Salesforce
370564,,Tal Azuri,,Israel,talazuri@gmail.com,,Salesforce
10934230,Inactive Investor,Joseph Hamel,Financial Advisor;Founder;Investment Advisor Representative;President,"Portfolio Medics, LLC Cleveland OH 6650 Pearl Rd",jhamel@portfoliomedics.com,,Salesforce
44992,,John Rizzolo,Consultant,Fidelity Personal and Workplace Advisors,john.rizzolo@fmr.com,800-219-7019,
11207002,Inactive Investor,Jay Choi,,"Centaurus Financial, Inc. Closter NJ 29 Rutgers St",,,Salesforce
11039667,Inactive Investor,Patrick McBain,,"Avantax Investment Services, Inc. Decatur GA Private Residence",,,Salesforce
333954,,Patrick Adelsbach,Member,Aksia Llc,patrick.adelsbach@aksia.com,212-710-5710,Manual List Upload
10896515,Inactive Investor,Glen Wright,Financial Advisor,Robert W. Baird & Co. Incorporated,gwrightiii@rwbaird.com,,Salesforce
11228700,Inactive Investor,Terri Arendt,,J.P. Morgan Securities LLC Lorain OH 5971 Leavitt Rd,,,Salesforce
10965001,Inactive Investor,Ryan Fain,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",ryan.fain@ml.com,,Salesforce
171430,,Deidre Prozinski,,[Unknown],deidrejoy@gmail.com,,
10915962,Inactive Investor,David Lyman,,Cetera Investment Services LLC Buffalo NY 300 Airborne Pkwy,david.lyman@ceterainvestors.com,,Salesforce
9641743,,Shae O?Reilly,,,shae.oreilly88@gmail.com,,List import
11015858,Inactive Investor,Ahmed Stephens,,"NBC Securities, Inc. Orlando FL Private Residence",astephens@nbcsecurities.com,,Salesforce
11206005,Inactive Investor,My Edmonds,Senior Institutional Consultant,"Raymond James & Associates, Inc.",my.edmonds@raymondjames.com,,Salesforce
10792741,Inactive Investor,Terry Estes,,"Steward Partners Investment Solutions, LLC Monroe NC 107 N Main St",terry.estes@stewardpartners.com,,Salesforce
10834842,Inactive Investor,Shannon Jenke,Financial Advisor,LPL Financial LLC Raleigh NC 4901 Glenwood Ave,shannon.jenke@lpl.com,,Salesforce
11183329,Inactive Investor,Kevin Mounkes,Senior Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Roseville CA 1731 E Roseville Pkwy",kevin.j.mounkes@wellsfargo.com,,Salesforce
10859946,Inactive Investor,Scott Brantingson,,"Raymond James Financial Services, Inc. Bethlehem PA 190 Brodhead Rd",,,Salesforce
11193615,Inactive Investor,David Vonah,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,david.vonah@primerica.com,,Salesforce
11148222,Inactive Investor,Raymond Shade,Regional Vice President,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,raymond.shade@primerica.com,,Salesforce
10972109,Inactive Investor,Isaac Walshaw,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",isaac.walshaw@schwab.com,,Salesforce
10893700,Inactive Investor,Dylan Barrera,Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,dylan.barrera@morganstanley.com,,Salesforce
10946863,Inactive Investor,Lily Poy,,Iconic Wealth Management Fairfax VA Private Residence,lily.poy@iconic-wealth.com,571-395-2391,Salesforce
10772322,Inactive Investor,Robert Cramer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",robert.w.cramer@ml.com,,Salesforce
10946167,Inactive Investor,Lesleh Sprecker,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,lesleh.sprecker.fl1v@statefarm.com,,Salesforce
11178480,Inactive Investor,Darin Pierce,,Commonwealth Financial Network Bradenton FL 5550 26th St W,dpierce@cfnmail.com,,Salesforce
10888757,Inactive Investor,Matthew Nadeau,,"Kingswood Capital Partners, LLC Roseville CA 3500 Douglas Blvd",,,Salesforce
6326921,,yuij pik,,,gemitar465@fom8.com,,Web Form Fillout
10842488,Inactive Investor,Paul Combs,,Commonwealth Financial Network Independence OH 6133 Rockside Rd,pcombs@commonwealth.com,,Salesforce
10856706,Inactive Investor,Jeff Dargatz,Financial Advisor,LPL Financial LLC Dallas TX 17304 Preston Rd,jeff.dargatz@lpl.com,,Salesforce
10509998,,Jon Davies,ETF Specialist,John Hancock Investment Management,jdavies@jhancock.com,7374140714,List Import
9592741,,Geoffrey Caber,,,geoff@investmentresearchpartners.com,,List import
10903470,Inactive Investor,Josiah Wines,Financial Advisor,Edward Jones Woodbridge VA 12504 Lake Ridge Dr,josiah.wines@edwardjones.com,,Salesforce
11042766,Inactive Investor,Todd Downerd,Private Client Advisor,J.P. Morgan Securities LLC North Canton OH 219 N Main St,todd.m.downerd@chase.com,,Salesforce
11210151,Inactive Investor,John Pirie,Financial Advisor,Edward Jones Blairsville GA 45 Home Town Way,john.pirie@edwardjones.com,,Salesforce
9641290,,Andres Olmos,,,andres@olmos.net,,List import
11073876,Inactive Investor,Justin Berger,Financial Advisor,Edward Jones Fort Wayne IN 1697 Carroll Rd,justin.berger@edwardjones.com,,Salesforce
335761,,Mark Henry,,Foundations Investment Advisors Llc,mhenry@formulafolios.com,,
11042529,Inactive Investor,Zachary Lehmann,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",zachary.j.lehmann@nm.com,,Salesforce
9557584,,Nathan Mitchell,,,nmitchell741@student.lawrenceal.org,,List import
10972721,Inactive Investor,Caleb Smith,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,caleb.b.smith@jpmorgan.com,,Salesforce
11017982,Inactive Investor,Blake Mistler,,J.P. Morgan Securities LLC North Richland Hills TX 8901 N Tarrant Pkwy,,,Salesforce
10938997,Inactive Investor,Maria Jacinta Crestanello,,Goldman Sachs & Co.,,,Salesforce
9608703,,Max Meng,,,1010159691@qq.com,,List import
11001425,Inactive Investor,William Bruner,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,wbruner@primerica.com,,Salesforce
11008175,Inactive Investor,Alexander Sullivan,,Mutual of America Securities LLC Saint Louis MO 7733 Forsyth Blvd,alexander.sullivan@mutualofamerica.com,,Salesforce
9601335,,Patrick Moroney,,,pmoroney@lucernecap.com,,List import
11099674,Inactive Investor,Brandon De Otaduy Nam,,"Arete Wealth Management, LLC",brandon.de-otaduy-nam@aretewealth.com,,Salesforce
9582462,,Brandon Woodard,,,bwoodard@carsonwealth.com,,List import
9629492,,Marco Zaccuri,,,marco.zaccuri@gmail.com,,List import
9605519,,Bryce Belseth,,,bcb68@hotmail.com,,List import
9608671,,Jack Petersen,"Advisor, Co-Founder, Manager, Managing Partner, Member, Regulatory Contact","Summit Trail Advisors, LLC",jack.petersen@summittrail.com,212-812-7007,List import
9607988,,Shamard Banks -,,,gripper1969.sb@gmail.com,,List import
11221884,,Joe Rust,,,joe@davidsoncap.com,,List Import
10974837,Inactive Investor,Sarah Visconti,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10884018,Inactive Investor,Chris Parker,,"Parker Financial Planning, LLC.",chris@parkerfinancialplanning.com,,Salesforce
10771440,Inactive Investor,Chu-Hwai Shia,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9556767,,Julie Benlevi,,,julie@perpetua-labs.com,,List import
9607924,,B Z,,,rlwhitt@fastmail.com,,List import
11019057,Inactive Investor,Siyuan Li,,J.P. Morgan Securities LLC Irvine CA 15275 Culver Dr,siyuan.li@chase.com,,Salesforce
10838522,Inactive Investor,David Pankiw,Chief Compliance Officer,"Cubic Advisors, LLC",david.pankiw@cubicadvisors.com,,Salesforce
11067695,Inactive Investor,Jeffrey Current,,"VALIC Financial Advisors, Inc. Spokane WA 1010 N Normandie St",jeff.current@valic.com,,Salesforce
10974051,Inactive Investor,Kayla Streeter,,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",,,Salesforce
10937890,Inactive Investor,Robert Goodsell,,"Charles Schwab & Co., Inc. Alexandria VA 1920 Ballenger Ave",robert.goodsell@schwab.com,,Salesforce
10771613,Inactive Investor,Michael Scotto,Financial Advisor;Vice President,Morgan Stanley New York NY 101 Park Ave,michael.a.scotto@morganstanley.com,,Salesforce
11009325,Inactive Investor,Jeffrey Giannone,,"Empower Financial Services, Inc",jeffrey.giannone@empower.com,,Salesforce
11212201,Inactive Investor,Edgar Camargo,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,edgar.camargo@jpmorgan.com,,Salesforce
349667,,Andrew Hochman,Vice President,"Roundtable Healthcare Management, Inc",ahochman@roundtablehp.com,847-739-3200,Manual List Upload
11080103,Inactive Investor,Christopher Whitehead,Associate,Edward Jones West Columbia SC 1900 Sunset Blvd,chris.whitehead@edwardjones.com,,Salesforce
10786482,Inactive Investor,Adam Wise,Executive Director,J.P. Morgan Securities LLC Denver CO 1455 16th St,adam.m.wise@jpmorgan.com,,Salesforce
10821788,Inactive Investor,Natasha Minichino,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",natasha.minichino@ml.com,,Salesforce
10765205,Inactive Investor,Michelle Graham,,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,michelle.graham@morganstanley.com,,Salesforce
11220988,,John Molloy,,,molloyj@pfm.com,,List Import
11099571,Inactive Investor,Alexander Lindsey,Investment Advisor,Fisher Investments,,,Salesforce
11024518,Inactive Investor,Jonathan Brackmann,Advisor;Chief Operating Officer;Managing Director,"Axxcess Wealth Management, LLC Scottsdale AZ 4835 E Cactus Rd",brackmann@axxcesswealth.com,,Salesforce
10936003,Inactive Investor,Prathik Chandrasekaran,,J.P. Morgan Securities LLC,prathik.chandrasekaran@jpmorgan.com,,Salesforce
9635758,,Alec Hrbek,,,alech@wealthfirm.info,,List import
10844062,Inactive Investor,Robert Davis,,"Grove Point Investments, LLC Muskegon MI 318 Houston Ave",rdavis@hbeckinc.com,,Salesforce
10644802,,Victor Orlando,,,victor.j.orlando@jpmorgan.com,,List Import
10488472,,Matthew Hudack,"Chief Compliance Officer, President","Financial Synergistics Group, Inc.",matthewhudack@pacbell.net,,List Import
10970461,Inactive Investor,Zachary Treu,Financial Professional,Victory Financial San Antonio TX Private Residence,zachary@victoryfinancialgroup.com,,Salesforce
10515645,,Tom Boyle,,,tboyle786@gmail.com,,Web Form Fillout
11033449,Inactive Investor,Demetrea Kinnermon,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,demetrea.kinnermon@primerica.com,,Salesforce
11053609,Inactive Investor,Clifford Shnier,,Cetera Advisor Networks LLC Phoenix AZ 3420 E Shea Blvd,,,Salesforce
11203508,Inactive Investor,Valerie Ware,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,valerieware@primerica.com,,Salesforce
11223127,,Lori Womack,,,lwomack@womackassociatesllc.com,,List Import
10763562,Inactive Investor,James Bochenek,Financial Advisor,LPL Financial LLC Troy MI 3155 W Big Beaver Rd,james.bochenek@lpl.com,,Salesforce
10789340,Inactive Investor,William Meltzer,Supervisory Principal,LPL Financial LLC Paramus NJ 461 From Rd,william.meltzer@lpl.com,,Salesforce
10851288,Inactive Investor,William Spring,Chief Executive Officer;Managing Director,"Spencer Brook Asset Management, LLC",,,Salesforce
10926668,Inactive Investor,Rick Meiss,,"SCF Securities, Inc. Carmel IN 57 Cricketknoll Ln",,,Salesforce
10886728,Inactive Investor,Edward Bustamante,,"Cambridge Investment Research, Inc. Santa Rosa CA 111 Santa Rosa Ave",ebustamante@cambridgesecure.com,,Salesforce
10975946,Inactive Investor,Gregory Revak,Director;Wealth Advisor,"Sequoia Financial Group, L.L.C. Columbus OH 5000 Horizons Dr",grevak@sequoia-financial.com,,Salesforce
111497,,Hugh Becker,,Exchange Bank,tbecker@exch.bank,14784572225,Organic Search
10907149,Inactive Investor,Gregory Nicholson,Financial Advisor,Edward Jones Hillsboro OR 332 SE 3rd Ave,gregory.nicholson@edwardjones.com,,Salesforce
10958500,Inactive Investor,Ava Doney,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 1201 Madison St",ava.doney@ml.com,,Salesforce
10944532,Inactive Investor,Atul Shrimankar,,Cetera Advisor Networks LLC Grapevine TX 1323 W Northwest Hwy,atul.shrimankar@ceterawealth.com,,Salesforce
10659991,,Frank Di Stefano,,,frank.distefano@countryfinancial.com,,List Import
10699309,,Siddharth Kumar,,,sidd.blockchain@gmail.com,,Web Form Fillout
10970898,Inactive Investor,Madeline Hasson,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
10886243,Inactive Investor,Britney Bennett,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,britney_bennett@vanguard.com,,Salesforce
9607607,,Fsfgh Sdss,,,farikas84@gmail.com,,List import
10946649,Inactive Investor,Curt Magurean,Wealth Advisor,LPL Financial LLC Frankfort IL 11041 W Lincoln Hwy,curtis.magurean@lpl.com,,Salesforce
10998804,Inactive Investor,James Turner,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,,,Salesforce
10613262,,Seth Hillman,"Financial Advisor, Senior Vice President, Wealth Management Advisor",,seth_hillman@ml.com,,List Import
10958459,Inactive Investor,Lillian Degasperis,,LPL Financial LLC Paramus NJ 461 From Rd,lillian.degasperis@lpl.com,,Salesforce
11033911,Inactive Investor,Michael Decarlo,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,michael.decarlo.qpuu@statefarm.com,,Salesforce
1001346,Inactive Investor,Rick Squitieri,,BTIG,rsquitieri@btig.com,,3rd Party Lead Gen
371295,,Michael Tucciarone,,Associated Chirpractic,michaeltucc@gmail.com,3155349055,Website
10720940,,Dimas Dwitrikusworo,,,dimasdwitrikusworo@gmail.com,,Web Form Fillout
10617683,,Amy Longenbaugh,,,alongenbaugh@financialguide.com,,List Import
11195998,Inactive Investor,James Dorsett,Chief Compliance Officer;Financial Advisor,Solid Investment Advisory LLC,jimdorsett@solidinvestmentadvisory.com,,Salesforce
11207240,Inactive Investor,Emma Foulkes,Member;Partner;Regulatory Contact,"Collective Wealth Partners, LLC",emma@collectivewealthpartners.com,,Salesforce
11004196,Inactive Investor,Bradley Blew,Investment Consultant,"United Capital Management of Kansas, Inc. Norton KS 115 N Kansas Ave",,,Salesforce
11075337,Inactive Investor,John Depaola,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11196800,Inactive Investor,Aaron De La Cuadra,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11076179,Inactive Investor,John Carney,Managing Director;Regional Director,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
11026426,Inactive Investor,Leila Parvaneh,Financial Advisor,Kanani Advisory Group Inc.,leila@kananiadvisorygroup.com,,Salesforce
11098918,Inactive Investor,Eric Peterson,Chief Compliance Officer;Founder;Owner;President,"Peterson Financial Group, Inc.",eric@petersonfg.com,,Salesforce
10785238,Inactive Investor,Anndrea Ford,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",anndrea_ford@ml.com,,Salesforce
9588853,,John Merrill,,,jmerrill@tanglewoodwealth.com,,List import
11020438,Inactive Investor,Jessica Frederique,,J.P. Morgan Securities LLC Fort Lauderdale FL 2 N State Road 7,jessica.goodrum@jpmorgan.com,,Salesforce
9619245,,Robert Butler,,,rbutler@rbfadvisors.net,,List import
9615027,,beh raf,,,brafie@yahoo.com,,List import
11144517,Inactive Investor,William Levitt,Board of Directors;Co-Founder,Albion Financial Group,toby@albionfinancial.com,,Salesforce
10823356,Inactive Investor,Joel Dziedzic,,"The Investment Center, Inc. Ft. Lauderdale FL Private Residence",jdziedzic@investmentctr.com,,Salesforce
374126,,John Wright,,NA,john_wright@comcast.net,,Webinar
10968823,Inactive Investor,Mitchell Ulibarri,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10775463,Inactive Investor,Alexander Maruszko,Financial Advisor;Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,alexander.maruszko@morganstanley.com,,Salesforce
6138119,,Alisia Woods,,"A,&K Creations",alisiawood49@gmail.com,7164327841,Web form fillout
10939594,Inactive Investor,Daniel Johnson,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",danjohnson@financialguide.com,,Salesforce
90929,,Dennis and Stefanie Colvin,,United States,skent06@gmail.com,,source
11097428,Inactive Investor,Daniel Stewart,Chief Investment Officer;Co-Founder;Managing Member,"Topturn Capital, LLC",,,Salesforce
9581174,,Andrew Mitchell,,,amitchell@ayco.com,,List import
9603560,,Tyler Beasley,,,tbeasley1265@gmail.com,,List import
10753902,Inactive Investor,Mae Luchetti,Financial Advisor,Edward Jones Dewitt MI 13155 Schavey Rd,mae.luchetti@edwardjones.com,,Salesforce
9610612,,John Devine,,,john_g_devine@hotmail.com,,List import
9568542,,Matt Borgard,,,mnzborg@gmail.com,,List import
128491,,Lindsay Blaney,,Integrated Wealth Concepts Llc,lindsay.blaney@lpl.com,,
10988853,Inactive Investor,Clark Gairing,,Robert W. Baird & Co. Incorporated McLean VA 1775 Tysons Blvd,,,Salesforce
11044088,Inactive Investor,Patrick Berch,Financial Advisor,WaterFront Wealth Inc.,,,Salesforce
11074742,Inactive Investor,Karl Arias,,Edward Jones Walnut Creek CA 1854 Tice Valley Blvd,,,Salesforce
10838626,Inactive Investor,Erin Sotosky,,"Raymond James Financial Services, Inc. Johnstown PA 1404 Dwight Dr",erin.sotosky@raymondjames.com,,Salesforce
11019913,Inactive Investor,Joseph Giraldo,,Citigroup Global Markets Inc.,,,Salesforce
9582645,,Jeff Deneau,,,jeffden9@gmail.com,,List import
10981372,Inactive Investor,Ikponmwosa Oronsaye,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,ioronsaye@ft.newyorklife.com,,Salesforce
339328,,Terrance Hughes,Director Of Sales,Wintrust Investments,thughes@whummer.com,312-431-1700,Manual List Upload
10488379,,Michael Mikeska,,"Concurrent Investment Advisors, LLC",mmikeska@wealthpartnersalliance.com,,List Import
10650510,,[Unknown],,,jroach@lloydcapitalllc.com,,Web Form Fillout
9550036,,Robert Crespi,,,rob.crespi@maplelanecapital.com,,List import
11031878,Inactive Investor,Lawrence Sarkozy,Chief Operating Officer;Financial Advisor,"Ledgewood Wealth Advisors, LLC",larrys@ledgewoodwealth.com,,Salesforce
10845005,Inactive Investor,Peter Natoli,,J.P. Morgan Securities LLC Jersey City NJ 56 Christopher Columbus Dr,peter.natoli@jpmorgan.com,,Salesforce
11064120,Inactive Investor,Nathan Prawitt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10836550,Inactive Investor,John Schwemlein,Branch Manager;Executive Vice President - Investments,Janney Montgomery Scott LLC Chillicothe OH 37 W 2nd St,jschwemlein@janney.com,,Salesforce
10770428,Inactive Investor,Eric Taves,,"Bessemer Investor Services, Inc. Dallas TX 300 Crescent Ct",,,Salesforce
10911950,Inactive Investor,Andrej Drazetic,,LPL Financial LLC Cleveland OH 16600 W Sprague Rd,andrej.drazetic@lpl.com,,Salesforce
9589389,,BRAD LEEB,,,bradleeb@me.com,,List import
10756827,Inactive Investor,Jason Connor,Financial Advisor,UBS Financial Services Inc. Cockeysville MD 307 International Cir,jason.connor@ubs.com,,Salesforce
10819319,Inactive Investor,Coleman Campbell,Partner;Principal,The Advocates,cole@cypressadvisory.com,,Salesforce
10984972,Inactive Investor,Todd Olson,,"GLP Investment Services, LLC Grand Rapids MI 3258 Clear Vista Ct NE",,,Salesforce
11090228,Inactive Investor,Robert Martin,Chief Compliance Officer;Financial Advisor;Managing Member,Rainier Wealth Management LLC,rob@rainierwm.com,,Salesforce
9641257,,Jason Kyle,,,jaysum21kyle@msn.com,,List import
11094482,Inactive Investor,Martino Siciliano,Senior Vice President,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,martine.siciliano@primerica.com,,Salesforce
9593546,,Judith Birchfield,,,jbirchfield@masoncompanies.com,,List import
10613291,,John Shaw,"Senior Financial Advisor, Senior Vice President",,john_d_shaw@ml.com,,List Import
10951852,Inactive Investor,Wenshan He,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,susan.he@fmr.com,,Salesforce
9603882,,JAMES MARSHALL,,,jdxmarshall@gmail.com,,List import
9562150,,John Joy,,,john.joy@valic.com,,List import
11029727,Inactive Investor,Julie Fuller,,"CapFinancial Securities, LLC. West Des Moines IA 5745 Raccoon River Dr",,,Salesforce
233623,, -,,[[Unknown]],datkiidty@gmail.com,,
118772,Inactive Investor,Matthew Teich,"Managing Director, Wealth Advisor","Cresset Asset Management, LLC",mteich@cressetwealth.com,312-429-2413,
10860265,Inactive Investor,Michael Livingston,Financial Planner;Regulatory Contact,Fountain Square Asset Management,,,Salesforce
11026939,Inactive Investor,Jason Durica,,"Allstate Financial Services, LLC Cortland OH 3018 State Rte 5",jasondurica@allstate.com,,Salesforce
9610670,,James Byrne,,,jamesbyrne1015@yahoo.com,,List import
9615848,,????? ??????????,,,incubs08@gmail.com,,List import
371633,,Hans Wurst,,Germany,hans-wurst@web.de,,Salesforce
10971553,Inactive Investor,Kayvon Malaekeh,,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",kayvon.malaekeh@raymondjames.com,,Salesforce
10788236,Inactive Investor,Gerald Gallup,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gerald.gallup@fidelity.com,,Salesforce
10945936,Inactive Investor,Regis Dillon,Partner;Wealth Advisor,Corient Garden City NY 1050 Franklin Ave,regis.dillon@corient.com,,Salesforce
11219512,,Anthony Tursich,,,atursich@calamos.com,,Other
11206453,Inactive Investor,Devon Sullivan,Financial Advisor,Edward Jones Meredith NH 164 NH Rte 25,devon.sullivan@edwardjones.com,,Salesforce
10892218,Inactive Investor,Ryan Harvey,,State Farm VP Management Corp. North Liberty IA 185 Hwy 965 NE,ryan.harvey.qdnu@statefarm.com,,Salesforce
11045708,Inactive Investor,Allen Johnson,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
9568227,,Michael Trickey,,,michael.trickey@voyafa.com,,List import
11183653,Inactive Investor,Jeffery Besselievre,,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 1 Financial Plz",,,Salesforce
11095438,Inactive Investor,Michael Barraza,,State Farm VP Management Corp. Ontario CA 2511 S Euclid Ave,michael.barraza.vad49z@statefarm.com,,Salesforce
10830002,Inactive Investor,Liling Lee,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,liling.lee@ubs.com,,Salesforce
11161977,Inactive Investor,Mazi Malekafzali,Chief Compliance Officer;Manager,"Afzali Investments, LLC",,,Salesforce
10831132,Inactive Investor,Lowell Diers,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 1600 Queen Anne Ave N",lowell.t.diers@wellsfargo.com,,Salesforce
10822696,Inactive Investor,Judith Simoneau,,PFS Investments Inc. Gray ME 19 Main St,judith.simoneau@primerica.com,,Salesforce
229074,, -,,[[Unknown]],maximilianguenes@gmx.de,,
11016643,Inactive Investor,Nicholas Wright,,"FBL Marketing Services, LLC MC Cook NE 222 W 1st St",nicholas.wright@fbfs.com,,Salesforce
9563045,,Nancy El Abed,,,nancyea126@gmail.com,,List import
10765822,Inactive Investor,Cathleen Morrison,Client Service Associate;Portfolio Associate,Morgan Stanley Omaha NE 13625 California St,cat.morrison@morganstanley.com,,Salesforce
11201639,Inactive Investor,Eric Bentley,Financial Advisor,Edward Jones Georgetown KY 118 E Main St,eric.bentley@edwardjones.com,,Salesforce
10889734,Inactive Investor,Daniel Phipps,,Country Capital Management Company Paris IL 804 N Main St,dan.phipps@countryfinancial.com,,Salesforce
11097633,Inactive Investor,Cecil Staples,,"Avantax Investment Services, Inc. Palestine TX Private Residence",,,Salesforce
11032013,Inactive Investor,Leslie Hockman,,Edward Jones Elizabethtown KY 1106 Tunnel Hill Rd,leslie.hockman@edwardjones.com,,Salesforce
10894134,Inactive Investor,Jason Park,Chief Compliance Officer;Principal,Margo Park Financial,jason@margopark.com,,Salesforce
11181734,Inactive Investor,Renee Hill,,Morgan Stanley Mequon WI 11501 N Port Washington Rd,renee.hill@morganstanley.com,,Salesforce
10886721,Inactive Investor,Mark Mouro,,Lincoln Investment Jacksonville FL 7077 Bonneval Rd,mmouro@lincolninvestment.com,,Salesforce
10771876,Inactive Investor,Steven Johnson,,J.P. Morgan Securities LLC Trenton MI 20920 Allen Rd,steven.t.johnson@jpmorgan.com,,Salesforce
11033699,Inactive Investor,Crystal Widener,Senior Branch Office Administrator,Edward Jones North Augusta SC 507 W Martintown Rd,crystal.widener@edwardjones.com,,Salesforce
10796477,Inactive Investor,Barbara Quirino-Miranda,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,anna.quirinomiranda@morganstanley.com,,Salesforce
9585186,,Syahid Syahid,,,amesyahid3@gmail.com,,List import
11181204,Inactive Investor,Susan Lubar,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Middleton WI 8215 Greenway Blvd,susan.lubar@morganstanley.com,,Salesforce
11189992,Inactive Investor,Bennie Hobson,,"Charles Schwab & Co., Inc. Franklin TN 520 Cool Springs Blvd",,,Salesforce
10990333,Inactive Investor,Ashley Kottemann,,J.P. Morgan Securities LLC Metairie LA 1415 Metairie Rd,ashley.kottemann@chase.com,,Salesforce
11190967,Inactive Investor,Marco Lima,Chief Compliance Officer;Chief Executive Officer;Managing Member;Wealth Advisor,MRA Advisory Group,mlima@mraadv.com,,Salesforce
10897716,Inactive Investor,Adam Gelmon,,"Steward Partners Investment Solutions, LLC Dallas TX 1920 McKinney Ave",adam.gelmon@stewardpartners.com,,Salesforce
11077145,Inactive Investor,Steven Lundquist,,"Centaurus Financial, Inc. Springville UT 79 W 900 N",slundquist@cfiemail.com,,Salesforce
11026034,Inactive Investor,Ryan Dickinson,,"Osaic Wealth, Inc. South Hadley MA 7 Hadley St",,,Salesforce
11115851,Inactive Investor,Jason Bressler,,"Osaic Wealth, Inc. Rochester MN 1801 Greenview Dr SW",,,Salesforce
11149321,Inactive Investor,Lester Wolf,,NYLIFE Securities LLC Baltimore MD 7309 Fait Ave,lmwolf@ft.newyorklife.com,,Salesforce
11073784,Inactive Investor,David Collins,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,david.collins@opco.com,,Salesforce
10895134,Inactive Investor,Stuart Martin,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,stuart.martin@fmr.com,,Salesforce
10968703,Inactive Investor,Benjamin Louis,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,blouis@primerica.com,,Salesforce
372524,,Daika Ginza,,Japan,daika.ginza@gmail.com,,Salesforce
11026917,Inactive Investor,Matthew Ruttenberg,Business Development Officer;Chief Marketing Officer;Director - Business Development,"Life, Inc. Retirement Services",matthew.ruttenberg@lifeincrs.com,,Salesforce
11006403,Inactive Investor,Lane Beasley,,State Farm VP Management Corp. Alvin TX 1420 S Gordon St,,,Salesforce
10907445,Inactive Investor,Jared Davis,Financial Planner,Brookstone Capital Management LLC Meridian ID 136 E Idaho Ave,,,Salesforce
11141697,Inactive Investor,Derek Fitzgerald,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
9570043,,Augustus Knight,,,augustus@kojok.com,,List import
10894247,Inactive Investor,Lori Vieau,Investment Portfolio Specialist;Wealth Management Specialist,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",lori.vieau@raymondjames.com,,Salesforce
11100083,Inactive Investor,Scott Brown,Financial Advisor,"Osaic Wealth, Inc. Pasadena CA 2234 E Colorado Blvd",,,Salesforce
10957474,Inactive Investor,Charles Wellborn,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",,,Salesforce
344898,,Suzanne Avena-Petrina,Client Relationship Specialist,Meyer Capital Group,savena@meyercg.com,856-985-8400,Manual List Upload
11050971,Inactive Investor,Sean Whalen,Director - Business Development;Financial Consultant;Partner;Senior Consultant,"Asset Strategy Advisors, LLC Natick MA 24 Superior Dr",sdw@assetstrategy.com,,Salesforce
9466671,,Robb Rill,,Robb Alan Rill,robb@thestrategicgroup.com,,3rd Party Lead Gen
46847,,Jacob Zilberstein,,Israel,fifozil@gmail.com,,
10950103,Inactive Investor,Laura Ferro,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",laura.ferro@tfaconnect.com,,Salesforce
9646305,,Aleksandra Jovanovic,,,aleksandra.jovanovic@cryptofundag.ch,,List import
11202411,Inactive Investor,Michael Bradley,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Bradley & Company Private Wealth Management, LLC",,,Salesforce
9592367,,Shubham Sandeep,,,bullseye.iit@gmail.com,,List import
352572,,Laura Dalton,Collateral Field Examiner,"Ovation Partners, Lp",laura.dalton@ovationpartners.com,512-647-6060,Manual List Upload
199721,,Rakesh Kumar Sah,,Germany,rakesh_sah2005@hotmail.com,,
10941120,Inactive Investor,Jhon Colque,,"Wells Fargo Clearing Services, LLC Arlington VA 3140 Washington Blvd",,,Salesforce
343848,,Jenny Nichol,Chief Financial Officer,"Allen Capital Group, Llc",jnichol@allencapgroup.com,308-385-1500,Manual List Upload
11082515,Inactive Investor,Stephen Kernahan,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",stephen.kernahan@prudential.com,,Salesforce
10787411,Inactive Investor,Markley Drake,Senior Vice President,PFS Investments Inc. Portage MI 1302 W Milham Ave,markley.drake@primerica.com,,Salesforce
11187060,Inactive Investor,Anthony Locascio,,"Kestra Investment Services, LLC Winter Haven FL 301 Avenue K SE",,,Salesforce
10980199,Inactive Investor,Joseline Clua,,"Osaic Wealth, Inc.",,,Salesforce
9561188,,nama nha,,,panhajukas@gmail.com,,List import
9635840,,Pete Smith,,,psmith@fortress.com,,List import
11001545,Inactive Investor,Eddie Arevalo,,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,earevalo@primerica.com,,Salesforce
10926778,Inactive Investor,Charles Warner,Chief Compliance Officer;Managing Member,"Warner Investments, LLC",,,Salesforce
10891509,Inactive Investor,Peyton Theriot,Financial Advisor,Edward Jones Metairie LA 701 David Dr,peyton.theriot@edwardjones.com,,Salesforce
10803616,Inactive Investor,Melissa Pleasants,Client Associate,"RBC Capital Markets, LLC Saint Louis MO 1 N Brentwood Blvd",melissa.pleasants@rbc.com,,Salesforce
10778886,Inactive Investor,Salvatore Vitale,Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley Melville NY 58 S Service Rd,salvatore.p.vitale@morganstanley.com,,Salesforce
10834524,Inactive Investor,Elizabeth Carpio,Financial Planning Associate;Portfolio Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,liz.carpio@morganstanley.com,,Salesforce
11089451,Inactive Investor,Vincent Lanfrank,Financial Advisor,LPL Financial LLC Fairfield NJ 155 Passaic Ave,vincent.lanfrank@lpl.com,,Salesforce
11201557,Inactive Investor,Joseph Fahmy,Financial Advisor,"Zor Capital, LLC Scarsdale NY 290 Sprain Rd",jfahmy@zorcapital.com,,Salesforce
348830,,Robert Litterman,"Chair Of Risk Committee, Limited Partner",Kepos Capital Lp,robert.litterman@keposcapital.com,212-588-7400,Manual List Upload
11193854,Inactive Investor,Martin Ramirez,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,mramirez.362sg@primerica.com,,Salesforce
11057575,Inactive Investor,Mark Batty,Client Service Associate,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",mark.batty@ampf.com,,Salesforce
9562352,,Fnd Cndns,,,dndks@bs.dom,,List import
10998282,Inactive Investor,Yunying Shi,,Jefferies LLC,yshi@jefferies.com,,Salesforce
10657863,,Anthony Greco,,,anthony.greco@fmr.com,,List Import
11183028,Inactive Investor,Aaron Rochholz,,"U.S. Bancorp Investments, Inc. Elmhurst IL 536 S York St",aaron.rochholz@usbank.com,,Salesforce
10837058,Inactive Investor,Linda Conti,,"Sanctuary Securities, Inc.",lconti@sanctuarywealth.com,,Salesforce
83022,,GORAKHNATH CHAVAN,INVESTOR,INVESTOR,ggchavan123@gmail.com,,
10908466,Inactive Investor,Ryan Breger,Financial Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
11016542,Inactive Investor,Ying Huang,Wealth Advisor,"The Mather Group, LLC",,,Salesforce
10758016,Inactive Investor,Emanuel Reiser,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",emanuel.reiser@wellsfargoadvisors.com,,Salesforce
10817149,Inactive Investor,Jessica Sicking,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11000095,Inactive Investor,Joshua Salazar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11162239,Inactive Investor,Jared Folsom,,Fidelity Brokerage Services LLC Exton PA 300 Main St,,,Salesforce
10987836,Inactive Investor,Shane Levey,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",shane.levey@bankerslife.com,,Salesforce
10822924,Inactive Investor,Carol Lippman,Managing Director;Member;Portfolio Manager;Principal,Dearborn Partners L.L.C.,clippman@dearbornpartners.com,,Salesforce
11044247,Inactive Investor,Carly Wendt,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",carly.wendt@ml.com,,Salesforce
10898297,Inactive Investor,Justin Pohlig,Financial Advisor,"Ameriprise Financial Services, LLC Exton PA 855 Springdale Dr",justin.pohlig@ampf.com,,Salesforce
10872864,Inactive Investor,Jared Johnson,Financial Advisor,PlanMember Securities Corporation Temecula CA 27349 Jefferson Ave,,,Salesforce
10935598,Inactive Investor,Scott Galbraith,Registered Principal,PlanMember Securities Corporation Prescott AZ Private Residence,,,Salesforce
10801982,Inactive Investor,Trevor Canali,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,trevor.canali@fidelity.com,,Salesforce
241248,Inactive Investor,Steve Falci,,Impax Asset Management LLC,s.falci@impaxam.com,(800) 767-1729,Database Upload
11190432,Inactive Investor,Simon Young,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,simon.young@morganstanley.com,,Salesforce
10644318,,Olive Longid,,,olive.longid@primerica.com,,List Import
11076658,Inactive Investor,Joseph Majkowski,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joseph.majkowski@schwab.com,,Salesforce
10873514,Inactive Investor,Steven Webb,Branch Manager,"Wells Fargo Clearing Services, LLC Bellingham WA 3101 Woburn St",steven.webb@wellsfargoadvisors.com,,Salesforce
10800753,Inactive Investor,Letitia Cordell,,"Next Financial Group, Inc. Carrolltown PA 2056 Plank Rd",,,Salesforce
10773113,Inactive Investor,Matthew Glenn,Financial Advisor,Edward Jones Clarendon Hills IL 5 Golf Ave,matt.glenn@edwardjones.com,,Salesforce
10809965,Inactive Investor,Richard Salvino,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",richard_salvino@ml.com,,Salesforce
9637085,,Nathan Hukill,,,nhukill@capitalroyalty.com,,List import
11181154,Inactive Investor,Ted Miller,Financial Advisor;Home Office Associate,Edward Jones Chandler AZ Private Residence,,,Salesforce
10763737,Inactive Investor,Sami Idliby,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,sami.idliby@ubs.com,,Salesforce
9554069,,Robin Johnson,,,robin.moses@53.com,,List import
9594350,,Marc Van Daalen,,,matthevandaalen@hotmail.com,,List import
11139769,Inactive Investor,Rion Rhoades,Associate;Financial Advisor,Edward Jones Hutchinson KS 1302 N Main St,rhoades@edwardjones.com,,Salesforce
10774885,Inactive Investor,Michael Spohn,Financial Advisor;Vice President,Hilltop Securities Inc. San Francisco CA 50 California St,michael.spohn@hilltopsecurities.com,,Salesforce
11156843,Inactive Investor,Kerrick Hunter,,"FBL Marketing Services, LLC Altus OK 1001 E Tamarack Rd",,,Salesforce
10615379,,Seth Hurwitz,"Financial Advisor, Lending Specialist, Senior Portfolio Manager, Vice President",,seth.hurwitz@morganstanley.com,,List Import
11063976,Inactive Investor,Lewis Fang,,Fidelity Brokerage Services LLC,,,Salesforce
11113139,Inactive Investor,Carlton Reed,,M. S. Howells & Co.,creed@mshowells.com,,Salesforce
10866067,Inactive Investor,Jan McDaniel,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11087988,Inactive Investor,Shaun Spaid,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",shaun.spaid@ampf.com,,Salesforce
10948410,Inactive Investor,Zachary Hiler,Registered Client Service Associate,"Raymond James & Associates, Inc. Cincinnati OH 8044 Montgomery Rd",zachary.hiler@raymondjames.com,,Salesforce
9546303,,Bonnie Buhnerkempe,,,buhnerkempeb@hdvest.net,,List import
10790881,Inactive Investor,Caryle Brown,Investment Advisor Representative;Shareholder;Vice President,"Christensen, King & Associates Investment Services, Inc.",cbrown@ckacpa.com,,Salesforce
9625729,,Armand Ngadou,,,angadou@gmail.com,,List import
10803409,Inactive Investor,Glenn Fels,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",glenn_fels@ml.com,,Salesforce
10809797,Inactive Investor,Anthony Demaio,,"Jeffrey Matthews Wealth Management, LLC",ademaio@jeffreymatthews.com,,Salesforce
10930424,Inactive Investor,Blenda Hines,Chief Compliance Officer;Financial Advisor;President,"Bahr Financial Planning Network, Inc.",,,Salesforce
11142965,Inactive Investor,Justin Boie,,J.P. Morgan Securities LLC Arvada CO 9159 Kendrick St,,,Salesforce
10618545,,Sudhicha Vasavanont,,,sudhicha.vasavanont@ubs.com,,List Import
10510243,,Dan Funk,,T. Rowe Price,daniel.funk@troweprice.com,,List Import
10995982,Inactive Investor,Aruna Ettiah,,The Huntington Investment Company Birmingham MI 555 S Old Woodward Ave,aruna.ettiah@huntington.com,,Salesforce
10774340,Inactive Investor,Grace Bentivegna,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",grace.bentivegna@ml.com,,Salesforce
246206,,Not Provided,CCO,Grayscale,llogansmith@gmail.com,,Manual List Upload
827,,,,,paullee@250-okay.com,,
11204299,Inactive Investor,Webster Youngs,Shareholder,"Tiller Private Wealth, Inc.",,,Salesforce
10753815,Inactive Investor,Craig Moen,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",craig.moen@wellsfargoadvisors.com,,Salesforce
10875918,Inactive Investor,Edwin Nieto,Financial Advisor,Edward Jones Conroe TX 1835 Spirit of Texas Way,edwin.nieto@edwardjones.com,,Salesforce
10910595,Inactive Investor,Dawn Ripkey,,"U.S. Bancorp Investments, Inc. Milwaukee WI 777 E Wisconsin Ave",dawn.ripkey@usbank.com,,Salesforce
10819672,Inactive Investor,Gil Regev,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,gregev@ft.newyorklife.com,,Salesforce
10902206,Inactive Investor,Kevin Woodcheke,,"Osaic Wealth, Inc. Fort Lauderdale FL 900 S Pine Island Rd",,,Salesforce
11098174,Inactive Investor,Eszter Koch,,Cetera Advisor Networks LLC West Palm Beach FL 1645 Palm Beach Lakes Blvd,,,Salesforce
11205796,Inactive Investor,Jessica Higgins,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",jessica_higgins@ml.com,,Salesforce
9634490,,Steven Jergesen,,,sjergesen@kfg.com,,List import
11210195,Inactive Investor,Ashley Kennedy,,"Northwestern Mutual Investment Services, LLC Wilmington DE 200 Bellevue Pkwy",ashley.e.kennedy@nm.com,,Salesforce
11238397,Inactive Investor,Elisabeth Fortuna,,Penwood Real Estate Investment Management LLC,elisabeth.fortuna@penwoodre.com,,Salesforce
11154991,Inactive Investor,Seth Stephens,Administrative Assistant,LPL Financial LLC Grand Rapids MI 3635 29th St SE,seth.stephens@lpl.com,,Salesforce
10914597,Inactive Investor,Melissa Baldwin,Financial Advisor;Investment Advisor,"Financial Steward Associates, LLC Fort Collins CO Private Residence",,,Salesforce
10647693,,Nicholas Pirnack,,,pirnack@lgadvisors.com,,List Import
11266439,Inactive Investor,Bruce Klink,,Bruce Klink,,,Salesforce
9557455,,Klaus Klassen,,,klaus@integricall.co.za,,List import
10836080,Inactive Investor,Peter Mangano,Financial Advisor,"RBC Capital Markets, LLC Columbia MD 10500 Little Patuxent Pkwy",peter.mangano@rbc.com,,Salesforce
10904863,Inactive Investor,Thomas Gomez,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",thomas.gomez@wellsfargo.com,,Salesforce
11074743,Inactive Investor,Michael Fruth,,Edward Jones Charleston WV 818 Oakwood Rd,chael.fruth@edwardjones.com,,Salesforce
11156715,Inactive Investor,Michael Glynn,,Morgan Stanley New York NY 750 Avenue of the Americas,michael.glynn@morganstanley.com,,Salesforce
7475987,,Sahariar hossan emon,,,sahariarhossanemon@gmail.com,,Web Form Fillout
9560829,,Robert Skloff,,,rskloff@massmutual.com,,List import
10949926,Inactive Investor,William Riddle,Investment Consultant,"Charles Schwab & Co., Inc. Kansas City MO 700 W 47th St",,,Salesforce
10834093,Inactive Investor,Matthew Johnson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,matthew.p.johnson@ubs.com,,Salesforce
10938072,Inactive Investor,Robert Dawson,Chief Compliance Officer;Financial Advisor;President;Principal,Dawson Investment Management,robert@dawson-im.com,,Salesforce
224545,,leroy hoback,,Leroy Hoback,leroyhoback@sbcglobal.net,,Organic Search
9635189,,Casey Lawrence,,,casey@tencapital.com,,List import
347965,,Teri White,Bookkeeper,"White & Company Financial Planning, Inc.",teri@whitecocpa.com,509-837-6700,Manual List Upload
11231894,Inactive Investor,Brandon O'Brien,,"W&S Brokerage Services, Inc. Eden Prairie MN 775 Prairie Center Dr",,,Salesforce
10938174,Inactive Investor,Benjamin Talley,,"Cambridge Investment Research, Inc. Johnson City TN 203 Broyles Dr",david.talley@lpl.com,,Salesforce
9622217,,Diego Azcuy,,,mxdcorp@gmail.com,,List import
10764144,Inactive Investor,Barry Gerdin,,"Cutter & Company, Inc.",bgerdin@cutterco.com,,Salesforce
10872011,Inactive Investor,Edwin Silva,,"Wells Fargo Clearing Services, LLC New Canaan CT 152 Main St",edwin.silva@wellsfargo.com,,Salesforce
11046241,Inactive Investor,Jeanette Briones,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",jeanette.c.briones@ml.com,,Salesforce
9626938,,Kwabena Baffour Attom,,,corby1@protonmail.com,,List import
11184361,Inactive Investor,Neil Ahearn,,"American Portfolios Financial Services, Inc. Newtown PA 12 Penns Trl",nahearn@americanportfolios.com,,Salesforce
10267027,,Nazile Bodur,,,nazilebodur361@gmail.com,,Web form fillout
11009413,Inactive Investor,Kyle Hoffsmith,,NYLIFE Securities LLC Franklin TN 3401 Mallory Ln,khoffsmith@ft.newyorklife.com,,Salesforce
11070462,Inactive Investor,Michael Hornkohl,Branch Manager;Financial Advisor,Wedbush Securities Inc.,michael.hornkohl@wedbush.com,,Salesforce
10910351,Inactive Investor,Robert Toczylowski,Financial Planner,"Osaic Wealth, Inc. Chevy Chase MD 4445 Willard Ave",,,Salesforce
9571404,,Ned Zachar,,,nzachar@klsdiversified.com,,List import
10849471,Inactive Investor,Richard Pringle,Financial Advisor,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",brady.pringle@wellsfargoadvisors.com,,Salesforce
10923958,Inactive Investor,Michael Hughes,Financial Advisor;Registered Principal,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,michaelhughes@lpl.com,,Salesforce
11059489,Inactive Investor,Meredith Milosch,Owner,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,meredith.kelley@primerica.com,,Salesforce
10960641,Inactive Investor,Nicholas Matt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9552680,,Cliff Latham,,,clatham@gmail.com,,List import
10848453,Inactive Investor,Awais Muhammad,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10854873,Inactive Investor,Rodney Jacobs,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth IN 401 E Jefferson St",rodney.l.jacobs@ampf.com,,Salesforce
11020066,Inactive Investor,Alejandra Felix,,J.P. Morgan Securities LLC Scottsdale AZ 11355 E Via Linda,alejandra.felix@jpmorgan.com,,Salesforce
11260583,Inactive Investor,Christopher Dunlap,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10832421,Inactive Investor,Richard North,Financial Consultant,Thrivent Investment Management Inc. Gig Harbor WA 5790 Soundview Dr,rick.north@thrivent.com,,Salesforce
10774860,Inactive Investor,Sherwin Lau,Financial Advisor,Morgan Stanley San Mateo CA 411 Borel Ave,sherwin.lau@morganstanley.com,,Salesforce
11170272,Inactive Investor,Henry Latimer,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",henry.latimer@ml.com,,Salesforce
11088906,Inactive Investor,Michael Kelly,Chief Compliance Officer;Partner,Reach Strategic Wealth LLC,mkelly@reachstrategicwealth.com,,Salesforce
11106440,Inactive Investor,Scott West,,"Allstate Financial Services, LLC",scottwest@allstate.com,,Salesforce
9604788,,Aravind Sankar,,,aravindsankar2098@gmail.com,,List import
11103446,Inactive Investor,Gray Ingle,Shareholder,"Mitchell, McLeod, Pugh & Williams, Inc.",gray@mmpw.com,,Salesforce
11232390,Inactive Investor,Joseph Samson,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
237844,, -,,[[Unknown]],fantacyseo@gmail.com,,Organic Search
10916154,Inactive Investor,Michael O'Keeffe,Chief Compliance Officer;Financial Advisor;Financial Specialist;President,"MOK Financial Planning & Tax, Inc.",,,Salesforce
9635760,,Al Dicristofaro,,,ald@andcoconsulting.com,,List import
10951613,Inactive Investor,Michael Headen,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
342195,,Patrick Wing,Vice President,"Marquette Associates, Inc.",pwing@marquetteassociates.com,312-527-5500,Manual List Upload
11102275,Inactive Investor,Eric Sorensen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",eric.sorensen@ml.com,,Salesforce
9583692,,Thomas Lane,,,tom@lhswealth.com,,List import
11111364,Inactive Investor,John Kaldis,Preferred Relationship Manager,"Fifth Third Securities, Inc. Oak Brook IL 1400 16th St",john.kaldis@53.com,,Salesforce
10823819,Inactive Investor,Daniela Locke,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",,,Salesforce
11239185,Inactive Investor,David Rainey,,LPL Financial LLC,david.rainey@lpl.com,,Salesforce
10930805,Inactive Investor,Beau Vangilder,Client Service Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,,,Salesforce
10884692,Inactive Investor,John Duval,,"Kelly & Associates, LLC Manchester ME Private Residence",,,Salesforce
9576015,,Jesse Krieger,,,jkrieger@riskalyze.com,,List import
239094,,Ahmad Jamali,,United Kingdom,kouroshjamal@hotmail.com,,source
199806,,Brennan Myran,,[Unknown],brennantmyran@hotmail.com,,Direct
10760325,Inactive Investor,Tandy Robinson,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,tandy.robinson@gs.com,,Salesforce
8481149,,jasmin watkins,,schwab,jasmin.watkins@schwab.com,,List Import
204172,,Erick Roman,,[Unknown],roman.erick@yahoo.com,,
11017050,Inactive Investor,Carter Kane,Financial Advisor,LPL Financial LLC Jefferson City MO 510 Jefferson St,carter.kane@lpl.com,,Salesforce
9614105,,Scott Drain,,,scott@sineinc.com,,List import
9583011,,Alex Wong,,,alexwhwong@yahoo.com,,List import
11131243,Inactive Investor,Matthew Purdy,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",matthew.l.purdy@wellsfargoadvisors.com,,Salesforce
370876,,Charlotte Thomas,,United States,pcharlott@aol.com,,Salesforce
231636,, -,,[[Unknown]],terrybussard@rpoa.com,,Organic Search
11110816,Inactive Investor,Travon Talley,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
10870300,Inactive Investor,Travis Stapleton,Investment Advisor Representative,Lincoln Investment Independence OH 2 Summit Park Dr,tstapleton@lincolninvestment.com,,Salesforce
10930650,Inactive Investor,Kerry Kline,,"Pruco Securities, LLC. Salida CO 245 E Rainbow Blvd",kerry.kline@prudential.com,,Salesforce
373470,,Wei Hopeman,,[Unknown],whopeman@yahoo.com,,source
10983942,Inactive Investor,Michael Johnson,,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",,,Salesforce
11104076,Inactive Investor,Jordan Kopelman,Premier Banker,"Wells Fargo Clearing Services, LLC Houston TX 5311 Weslayan St",,,Salesforce
11011232,Inactive Investor,Victor Garra,Financial Services Executive;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9641375,,Meredith Ferguson,,,mer@merwest.com,,List import
11158594,Inactive Investor,Kenneth Gott,Chief Compliance Officer;Manager;Principal,"Meritas Wealth Management, LLC",kacy@meritaswealth.com,,Salesforce
50758,,Matthew Renner,"Financial Advisor, Vice President","First Horizon Advisors, Inc.",mkrenner@ftbadvisors.com,423-798-2200,
11003442,Inactive Investor,Justin Koehler,,J.P. Morgan Securities LLC Green Bay WI 200 S Adams St,,,Salesforce
10967835,Inactive Investor,Joseph Perrone,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10899762,Inactive Investor,Jessica Guglielmo,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jessica.guglielmo@ubs.com,,Salesforce
10760476,Inactive Investor,Lisa Meidl,Senior Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",lisa_meidl@ml.com,,Salesforce
11048965,Inactive Investor,Perry Rumbaugh,,"Harbour Investments, Inc. Lima OH 1727 Allentown Rd",,,Salesforce
11144212,Inactive Investor,Beth Black,,State Farm VP Management Corp. Melrose Park IL 501 W North Ave,bethblack@statefarm.com,,Salesforce
10902148,Inactive Investor,Zachary Bainter,Managing Partner,Gerber Kawasaki Wealth & Investment Management,zach@gerberkawasaki.com,,Salesforce
11159823,Inactive Investor,Joseph Benson,President,"Frontier Financial Partners, LLC Lexington KY 893 Golden Bell Pl",,,Salesforce
9628350,,Ian Gatenby,,,thegate_98@yahoo.com,,List import
11171081,Inactive Investor,Andrea Fowler,,PFS Investments Inc. Houston TX 6200 Savoy Dr,,,Salesforce
10776004,Inactive Investor,Christine Lee,Client Associate,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,christine.lee@ubs.com,,Salesforce
10783042,Inactive Investor,Suzanna Charbonnier,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Jericho NY 1 Jericho Plz",suzanna.charbonnier@rbc.com,,Salesforce
11238212,Inactive Investor,Jean Baert,,"Leelyn Smith, LLC",jbaert@theretirementnetwork.com,,Salesforce
9466625,,Parimal Parekh,,Parimal Parekh,kidsdr@outlook.com,,3rd Party Lead Gen
10956623,Inactive Investor,Andrew Mendelson,,Morgan Stanley,andrew.mendelson@morganstanley.com,,Salesforce
11122370,Inactive Investor,Ronald Teller,Financial Advisor,LPL Financial LLC Essex MD 532 Eastern Blvd,ronald.teller@lpl.com,,Salesforce
9589336,,Linda Roitman,,,lroitman@calvioncapital.com,,List import
344042,,Rich Pichura,Financial Advisor,"Lesko Securities, Inc.",rpichura@leskofinancial.com,607-724-2421,Manual List Upload
10957976,Inactive Investor,Weston Steelhammer,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,weston.steelhammer@jpmorgan.com,,Salesforce
11203093,Inactive Investor,Layna Morrison,Chief Compliance Officer;Chief Operating Officer,Jacobsen Capital Management,layna@jacobsencapital.com,,Salesforce
11107391,Inactive Investor,Ruxin Lin,,"MML Investors Services, LLC New York NY 2 Mott St",ruxinlin@financialguide.com,,Salesforce
10904311,Inactive Investor,Tara Smith,,LPL Financial LLC,tara.smith@lpl.com,,Salesforce
11065088,Inactive Investor,Michael Pfeffer,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",michael.c.pfeffer@wellsfargoadvisors.com,,Salesforce
11094286,Inactive Investor,Bailey Closser,,"MML Investors Services, LLC Kansas City MO 9237 Ward Pkwy",,,Salesforce
11212978,Inactive Investor,Willie Thomas,Financial Advisor,"Independent Financial Group, LLC Manhattan KS 923 Westport Pl",,,Salesforce
147798,,Jeremy Wright,,[Unknown],hellojeremywright@gmail.com,,
10859354,Inactive Investor,Sandera McDown,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,sandera.mcdown@primerica.com,,Salesforce
10759018,Inactive Investor,Kenneth Sledge,Financial Planner,"Osaic FA, Inc. Nashville TN 2100 W End Ave",ken.sledge@lfg.com,,Salesforce
1004222,Inactive Investor,Mike Castino,,Mike Castino,mikecastino@gmail.com,,3rd Party Lead Gen
9560539,,Brad Young,,,byoung@lfg.com,,List import
10805502,Inactive Investor,Richard Brewer,,"Cambridge Investment Research, Inc. Raleigh NC 8402 Six Forks Rd",,,Salesforce
11160166,Inactive Investor,John Debard,,PNC Investments Bethlehem PA 10 Stoke Park Rd,john.debard@pnc.com,,Salesforce
10892742,Inactive Investor,Ricardo Correal,,Fidelity Brokerage Services LLC,,,Salesforce
1003063,Inactive Investor,Janny Lee,,Redbadge,jlee777@gmail.com,,3rd Party Lead Gen
11116154,Inactive Investor,Jaswinder Singh,,Citigroup Global Markets Inc.,,,Salesforce
11203449,Inactive Investor,Robert Bilkie,Chief Executive Officer;Shareholder,Sigma Investment Counselors,,,Salesforce
11196136,Inactive Investor,Matthew Potter,,LPL Financial LLC Waseca MN 213 15th Ave NE,matthew.potter@lpl.com,,Salesforce
11030897,Inactive Investor,Hunter Boardwine,,J.P. Morgan Securities LLC Solon OH 6395 Som Center Rd,hunter.boardwine@jpmorgan.com,,Salesforce
9559141,,Mark Metzger,,,mark.metzger@voyafa.com,,List import
10829727,Inactive Investor,Timothy Callahan,Financial Advisor,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",tim.callahan@wellsfargoadvisors.com,,Salesforce
10800603,Inactive Investor,Bonnie Rice,Chief Compliance Officer;Member;Principal,"The Rice Partnership, LLC",bonnie@thericepartnership.com,,Salesforce
11000733,Inactive Investor,Andrew Mathis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10931846,Inactive Investor,Brian Gary,Financial Advisor,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,bgary@janney.com,,Salesforce
9606577,,Chetan Gupta,,,cg110580@gmail.com,,List import
10756869,Inactive Investor,Aaron Terjanian,Advisor Associate,Morgan Stanley Boston MA 28 State St,aaron.terjanian@morganstanley.com,,Salesforce
10955740,Inactive Investor,Christopher Hurckes,Financial Advisor,"Ausdal Financial Partners, Inc. Mchenry IL 5302 W Crystal Lake Rd",,,Salesforce
9636722,,Jason Akers,,,jakers@asiocapital.com,,List import
10794382,Inactive Investor,Louis Windawi,,LPL Financial LLC Tustin CA 1422 Edinger Ave,louis.windawi@lpl.com,,Salesforce
10814263,Inactive Investor,Svitlana Katsnelson,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Highland Park IL 1921 Saint Johns Ave",lana_katsnelson@ml.com,,Salesforce
6152803,,Pedro Salcedo,,,papetebmd@yahoo.com,,Web Form Fillout
10867060,Inactive Investor,David Lentz,Chief Compliance Officer;Consultant;Financial Advisor,"Northern Financial Advisors, Inc",davidl@nfa1040.com,,Salesforce
9561925,,Marcus Naeher,,,marcus.naeher@gmail.com,,List import
10914816,Inactive Investor,Pritesh Patel,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,pritesh.patel@jpmorgan.com,,Salesforce
11153328,Inactive Investor,Steven Schneider,Senior Relationship Manager,MM Ascend Life Investor Services LLC,sschneider@gafri.com,,Salesforce
11149628,Inactive Investor,Sangeetha Madhavan,Financial Services Associate,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
229071,, -,,[[Unknown]],davidhindie@yahoo.com,,
10837263,Inactive Investor,Jeffrey Gagnon,Financial Advisor,LPL Financial LLC Smithfield RI 1005 Douglas Pike,jeffrey.gagnon@lpl.com,,Salesforce
11000362,Inactive Investor,Joe Wiss,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
237665,, -,,[[Unknown]],cdaily@mlp.com,,
10785421,Inactive Investor,Rochelle Mitchell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",rochelle_mitchell@ml.com,,Salesforce
10893996,Inactive Investor,Nancy Nawn,Financial Planner;Managing Member,Watchdog Planning LLC Runnemede NJ Private Residence,,,Salesforce
11092044,Inactive Investor,Rainey Rogers,,"Kestra Investment Services, LLC",,,Salesforce
11158157,Inactive Investor,Paul Cummings,,Fidelity Brokerage Services LLC,,,Salesforce
10865902,Inactive Investor,Dan Csontos,Wealth Management Advisor,"World Investments, Inc.",dcsontos@tfsweb.com,,Salesforce
11172861,Inactive Investor,Bryant Dawson,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 2 Grant Ave",bryant.dawson@wellsfargoadvisors.com,,Salesforce
10977811,Inactive Investor,Melissa Louis,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",melissa.louis@nm.com,,Salesforce
11071791,Inactive Investor,Thomas Lacroix,,"Allstate Financial Services, LLC Fairless Hills PA 914 Trenton Rd",thomaslacroix@allstate.com,,Salesforce
10803407,Inactive Investor,Gary Weiss,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",gary.weiss@raymondjames.com,,Salesforce
9647969,,Shahriar soroush,Financial Advisor,Merrill,shawn_soroush@ml.com,310-536-1636,List import
11066675,Inactive Investor,Jeffrey Faller,Branch Manager,Lincoln Investment Cranford NJ 107 South Ave W,,,Salesforce
75364,,Alexander Queen,Vice President - Client Services,Fisher Investments,a.queen@fi.com,,
218912,,Jennifer Bui,,[Unknown],aspirerealproperty@yahoo.com,,Direct
11127125,Inactive Investor,Beverly Walhof,,Cetera Advisor Networks LLC Orange City IA 105 Albany Ave SE,,,Salesforce
10788086,Inactive Investor,Stephanie Slater,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,stephanie.slater@us.hsbc.com,,Salesforce
10858825,Inactive Investor,Andre Dubois,Financial Advisor;Financial Professional,LPL Financial LLC Selah WA Private Residence,andre.dubois@lpl.com,,Salesforce
11114429,Inactive Investor,Eric Fuhrman,,"CNR Securities, LLC",eric.fuhrman@cnr.com,,Salesforce
9545636,,CDZZ FDAX,,,qq846957424@yahoo.com,,List import
10926530,Inactive Investor,Joseph Russo,,Goldman Sachs & Co.,,,Salesforce
11295612,,Howard Irvin,,,rusty.irvin@pmrgcorp.com,3042817149,Web Form Fillout
10755400,Inactive Investor,Martha Naselli,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,martha.maher@ubs.com,,Salesforce
10973836,Inactive Investor,Bailey Burke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9547825,,Almir Salimov,,,asalimov@pregnancytracker.app,,List import
10826158,Inactive Investor,Kirk Weston,,Cetera Advisor Networks LLC Irwin PA 415 Main St,westonk@ceteranetworks.com,,Salesforce
9613562,,A B,,,c@d.com,,List import
9625882,,Austin Cardona,,,austincardona@gmail.com,,List import
11027316,Inactive Investor,Carl Versella,Chief Compliance Officer;Chief Executive Officer,Key Wealth Advisors LLC,cversella@key-wealthadvisors.com,,Salesforce
9634050,,Jianhaodeng -,,,d1688789@gmail.com,,List import
10770700,Inactive Investor,Dawn Nguyen,Financial Advisor,"Ameriprise Financial Services, LLC Southlake TX 1205 S White Chapel Blvd",dawn.t.nguyen@ampf.com,,Salesforce
10998853,Inactive Investor,Jose Pineda,,J.P. Morgan Securities LLC Bellaire TX 5104 Bellaire Blvd,,,Salesforce
240931,,Meghan Flaherty,Marketing Director,S&P Dow Jones Indices,meghan.flaherty@spglobal.com,,Event
10907145,Inactive Investor,John Haddock,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",john.haddock@ml.com,,Salesforce
11148101,Inactive Investor,Samuel Zitek,,Cetera Advisor Networks LLC Lincoln NE 3600 Village Dr,,,Salesforce
10944719,Inactive Investor,Asa Aldridge,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",asa.aldridge@ml.com,,Salesforce
11220848,,Kyle Smith,,,ksmith@seia.com,,List import
10848885,Inactive Investor,Tara Rammel,,"Fifth Third Securities, Inc. Greenville SC 1 Augusta St",tara.rammel@53.com,,Salesforce
11128570,Inactive Investor,Gregory Fraser,Assistant Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",gregory.fraser@ml.com,,Salesforce
10774623,Inactive Investor,James Duralia,Financial Advisor;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",jim.duralia@benjaminfedwards.com,,Salesforce
11218041,,Cory Gerkin,,,cgerkin@rwbaird.com,,List Import
9556423,,Jshsj Shsjsj,,,shsjaj@jjsj.com,,List import
10824406,Inactive Investor,Diane Weyrick,,"Cambridge Investment Research, Inc. Northfield MN 205 3rd St W",diane@dmwfinancial.com,,Salesforce
9617701,,Scott Schaefer,,,scott@steelheadpartners.com,,List import
10955580,Inactive Investor,Edward Somerville,Chief Compliance Officer;Financial Advisor;President,Somerville Associates,,,Salesforce
11218440,,Jimmy Lomas,,,jimmy.lomas@jpmorgan.com,,List Import
10756551,Inactive Investor,Maureen Debobes,Client Service Associate;Portfolio Associate,Morgan Stanley Jericho NY 2 Jericho Plz,maureen.debobes@morganstanley.com,,Salesforce
10644353,,Michael Paretzky,,,michael.paretzky@ceterafs.com,,List Import
10969499,Inactive Investor,Destiny Hartsfield,,Edward Jones,,,Salesforce
10811513,Inactive Investor,Christopher Vasques,Financial Advisor;Investment Advisor,LPL Financial LLC Fuquay Varina NC 325 N Judd Pkwy NE,christopher.vasques@lpl.com,,Salesforce
10974440,Inactive Investor,John Raffaele,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",jraffaele@financialguide.com,,Salesforce
373818,,Steven Greenspan,,[Unknown],sgreenspan00@gmail.com,,source
10810504,Inactive Investor,Brian McKevitt,,Aegis Capital Corp. Hackettstown NJ Private Residence,bmckevitt@aegiscap.com,,Salesforce
9642909,,Diederik Coops,,,diederik_coops@live.nl,,List import
9543456,,Josh Plavnick,,,plavnickj@gmail.com,,List import
11180444,Inactive Investor,William Carawan,Financial Advisor,LPL Financial LLC Raleigh NC 7000 Harps Mill Rd,derek.carawan@lpl.com,,Salesforce
11206457,Inactive Investor,Wilson Winn,Financial Advisor,Edward Jones Huntsville TX 253 State Hwy 75 N,wilson.winn@edwardjones.com,,Salesforce
11118482,Inactive Investor,Irene Martin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10819973,Inactive Investor,Thomas Janicki,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 2702 S 42nd St",thomas.a.janicki@ampf.com,,Salesforce
10963351,Inactive Investor,Matthew Kerr,,"Keel Point Capital, LLC Chattanooga TN 25 E Main St",mkerr@keelpoint.com,,Salesforce
10752991,Inactive Investor,Thomas Close,,"Avantax Investment Services, Inc. Berkeley Springs WV 1680 Valley Rd",,,Salesforce
11054314,Inactive Investor,Lawrence Van Atta,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Billings MT 404 N 31st St",larry.vanatta@rbc.com,,Salesforce
11144932,Inactive Investor,Cory Hernandez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11113832,Inactive Investor,Terri Canterbury,Investment Advisor Representative,"Next Financial Group, Inc. Galveston TX Private Residence",,,Salesforce
11035868,Inactive Investor,Dino Berri,Wealth Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,dino.m.berri@lpl.com,,Salesforce
10647168,,Jesse Crispe,,,jpcrispe@ft.newyorklife.com,,List Import
11116120,Inactive Investor,Mark Guthrie,,LPL Financial LLC Scottsdale AZ 7555 E Redfield Rd,,,Salesforce
10963801,Inactive Investor,David Buchberger,,PFS Investments Inc. Albuquerque NM 100 Sun Ave NE,dbuchberger@primerica.com,,Salesforce
11269856,,Grace Lacson,,,grace.domainpartner9@gmail.com,,Web Form Fillout
9601277,,Mark Ford,,,mford@sigmafinancial.com,,List import
10877665,Inactive Investor,Francis Leontitsis,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Punta Gorda FL 117 Herald Ct,frank.leontitsis@morganstanley.com,,Salesforce
10993409,Inactive Investor,Alexander Von Svoboda,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10656367,,Richard Elder,,,richard.elder@ceterafs.com,,List Import
10971106,Inactive Investor,Staci Irwin,Financial Representative,MWA Financial Services Inc. Nolensville TN Private Residence,staci.l.irwin@mwarep.org,,Salesforce
11218947,,Matthew Werner,,,mwerner@chiltoncapital.com,,Other
10885601,Inactive Investor,Renae Vande Brake,,Thrivent Investment Management Inc. Lakefield MN 311 Main St,renae.vandebrake@thrivent.com,,Salesforce
10963011,Inactive Investor,Rob Driemeyer,Financial Advisor,Edward Jones Hailey ID 400 S Main St,rob.driemeyer@edwardjones.com,,Salesforce
10957185,Inactive Investor,Narvel Casas,Financial Advisor,Mountain Capital Investment Advisors Inc,,,Salesforce
10753023,Inactive Investor,Lisa Schaffer,,"RBC Capital Markets, LLC Eagle ID 661 S Rivershore Ln",lisa.schaffer@rbc.com,,Salesforce
10897828,Inactive Investor,Erik Flores,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10884845,Inactive Investor,Philip Wellman,,LPL Financial LLC Ballwin MO 518 Holshire Way,philip.wellman@lpl.com,,Salesforce
10816893,Inactive Investor,Randy Groff,Financial Advisor,"Ameriprise Financial Services, LLC Marshall MN 100 W College Dr",randy.l.groff@ampf.com,,Salesforce
32447,,Robert Steffen,,"Boulay Financial Advisors, LLC",rsteffen@boulaygroup.com,952-884-7700,
10910991,Inactive Investor,Brian Le,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,brian.le@fidelity.com,,Salesforce
10920712,Inactive Investor,Steve Knapp,,Park Avenue Securities LLC Overland Park KS 9401 Indian Creek Pkwy,,,Salesforce
11121617,Inactive Investor,Tyler Samko,,LPL Financial LLC Tucson AZ 190 W Magee Rd,tyler.samko@lpl.com,,Salesforce
5287786,,Yousif AYED SHAMMAR,,,mmllmmllq@gmail.com,,Web Form Fillout
10998051,Inactive Investor,Arianna Baughman,Financial Advisor,McAdam LLC,arianna.baughman@mcadamfa.com,,Salesforce
11050875,Inactive Investor,Deborah Wolfgram,,State Farm VP Management Corp. Frisco TX 8902 Preston Manor Dr,deborah.wolfgram.mdlm@statefarm.com,,Salesforce
11143706,Inactive Investor,William Pikus,,"Farmers Financial Solutions, LLC Overland Park KS 13208 Craig St",bpikus@farmersagent.com,,Salesforce
9600887,,LARRY Guenther,,,gntl03@charter.net,,List import
10874815,Inactive Investor,Ashley Shirley,Senior Client Service Associate,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",ashley.shirley@raymondjames.com,,Salesforce
10604568,,Rhonda Holifield,Advisor Compliance Legal Executive Owner,Waverly Advisors (formerly Prosper Financial Advisers),rhondaholifield@prosperfinancialadvisers.com,727-823-3801,List Import
10887423,Inactive Investor,Judith Sharp,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,judith.l.painter.mr7w@statefarm.com,,Salesforce
10833943,Inactive Investor,Park Ulrich,Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",park.ulrich@ampf.com,,Salesforce
9642985,,Frank Torries,,,ftorries@gmail.com,,List import
10753477,Inactive Investor,William Loberg,,Cetera Advisor Networks LLC Fargo ND 808 3rd Ave S,lobergw@ceteranetworks.com,,Salesforce
345097,,Adan Galvan,"Member, senior Portfolio Manager, director Of Trading","Ativo Capital Management, Llc",agalvan@ativogroup.com,312-263-7600,Manual List Upload
10869759,Inactive Investor,Jose Bou Castillo,,Citigroup Global Markets Inc. Irvine CA 400 Spectrum Center Dr,,,Salesforce
10853825,Inactive Investor,John Werft,Executive Vice President;Wealth Manager,Plan Financial,jwerft@planfinancial.com,,Salesforce
229926,, -,,[[Unknown]],tomas.banik@gmail.com,,Paid Social
11076340,Inactive Investor,Donna Rapp,Financial Advisor,Edward Jones Oil City PA 105 E 1st St,donna.rapp@edwardjones.com,,Salesforce
10824493,Inactive Investor,Nancy Ubaldi,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Jose CA 355 Santana Row,nancy.ubaldi@ubs.com,,Salesforce
11137920,Inactive Investor,Jeffrey Forche,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,jforche@rwbaird.com,,Salesforce
11060915,Inactive Investor,Keith Lockwood,,Jefferies LLC,klockwood@jefferies.com,,Salesforce
10778626,Inactive Investor,Julianne Weisshaut,Senior Investment Associate;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",julianne_weisshaut@ml.com,,Salesforce
10848145,Inactive Investor,Rishma Patel,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,rdpatel@ft.newyorklife.com,,Salesforce
11188465,Inactive Investor,Brett Cypher,,J.P. Morgan Securities LLC Dayton OH 3075 Woodman Dr,,,Salesforce
10806150,Inactive Investor,Jeremy Eller,Financial Advisor,Edward Jones Las Vegas NV 5576 S Fort Apache Rd,jeremy.eller@edwardjones.com,,Salesforce
11207677,Inactive Investor,John Morris,Financial Advisor,LPL Financial LLC West Warwick RI 1300 Division Rd,john.f.morris@lpl.com,,Salesforce
4979564,,xiaoxiang tao,,,864458277@qq.com,,Web Form Fillout
11148964,Inactive Investor,Chase Lapan,Manager,Thrivent Investment Management Inc.,chase.lapan@thrivent.com,,Salesforce
11177650,Inactive Investor,Wayne Hentrup,,USA Financial Securities LLC Evansville IN 320 Eagle Crest Dr,,,Salesforce
10854362,Inactive Investor,Elizabeth Catlin,Chief Compliance Officer;Member;Principal,Bluestone Wealth Management LLC,elizabeth@bluestonenh.com,,Salesforce
10900878,Inactive Investor,Shan Wu,Client Service Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,anita.wu@morganstanley.com,,Salesforce
231892,, -,,[[Unknown]],mvermette67@gmail.com,,Organic Search
9607531,,??? ???,,,shiradam100@gmail.com,,List import
10924560,Inactive Investor,Nathaniel Rolland,,"Wells Fargo Clearing Services, LLC",nathaniel.rolland@wellsfargoadvisors.com,,Salesforce
11157138,Inactive Investor,Walter Krop,,Morgan Stanley Chicago IL 10 S Riverside Plz,walter.krop@morganstanley.com,,Salesforce
10757364,Inactive Investor,Donna Resch,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,dresch@rwbaird.com,,Salesforce
9558545,,Herbert Brown,,,hbrown@zacks.com,,List import
10852981,Inactive Investor,Abhay Kothari,Associate Vice President;Financial Advisor,Morgan Stanley Newport Beach CA 800 Newport Center Dr,abhay.kothari@morganstanley.com,,Salesforce
10776102,Inactive Investor,Lawrence Ennis,Branch Manager;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,lennis@janney.com,,Salesforce
11179326,Inactive Investor,Shannon Sealey,,"Cambridge Investment Research, Inc. Newport News VA 705 Mobjack Pl",,,Salesforce
11011454,Inactive Investor,Angelica Pascasio,,"Pruco Securities, LLC. Ramsey NJ 145 N Franklin Tpke",angelica.pascasio@prudential.com,,Salesforce
11222439,,Norman Chiodras,,,norman@rpiinc.com,,List Import
10881625,Inactive Investor,Joyce Clapps,,"Empower Financial Services, Inc Aurora CO Private Residence",joyce.clapps@empower.com,,Salesforce
9566897,,Eric Noonan,,,esn419@gmail.com,,List import
9554773,,Brian Orourke,,,borourke@ceteraadvisors.com,,List import
9618028,,Hamilton Helmer,,,hamilton.helmer@strategycapital.com,,List import
10841835,Inactive Investor,Robin Riddle,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",riddler@stifel.com,,Salesforce
10819791,Inactive Investor,Natalie Lebaron,Team Lead,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10969554,Inactive Investor,Preetika Srivastava,,"Wells Fargo Clearing Services, LLC Daly City CA 601 Westlake Ctr",,,Salesforce
11147702,Inactive Investor,Adam Luckhardt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,adam.luckhardt@fidelity.com,,Salesforce
9576487,,Jason Miller,,,jasonwmiller@voyafa.com,,List import
10839572,Inactive Investor,Barth Morreale,Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 3000 Woodcreek Dr",barth.morreale@ampf.com,,Salesforce
9541672,,Sid Chopra,,,siddarth.chopra@gmail.com,,List import
210761,,Jason Sturm,,FSC Securities Corporation,jsturm@fscadvisor.com,770-916-6500,
10986138,Inactive Investor,Darla Carson,,"Osaic Wealth, Inc. Rogersville MO 4940 S Farm Road 189",,,Salesforce
237401,, -,,[[Unknown]],hungrychef@gmail.com,,
11019037,Inactive Investor,Michael Cassillo,,J.P. Morgan Securities LLC New York NY 71 W 23rd St,,,Salesforce
9592280,,Francisco Saloniaruzo,,,francisco@bauadvisors.com,,List import
9634139,,Olga Artman,,,oa2142@gmail.com,,List import
10936932,Inactive Investor,Travis Lethco,Investment Advisor;Member;Partner,"Twin City Private Wealth, LLC",travis@twincitywealth.com,,Salesforce
11132181,Inactive Investor,Christopher McGill,Financial Advisor,J.P. Morgan Securities LLC Yukon OK 1795 Garth Brooks Blvd,christopher.m.mcgill@chase.com,,Salesforce
9587264,,Diara Ba,,,dba@westfinancial.com,,List import
9637703,,Miho Notoya,,,notoyam@tokiomarineam.co.jp,,List import
10905864,Inactive Investor,John Overfield,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,,,Salesforce
11067539,Inactive Investor,Stephen Schafler,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,stephen.schafler@fidelity.com,,Salesforce
11261049,Inactive Investor,Donald Bond,Senior Financial Advisor,"Edge Wealth Management, LLC",,,Salesforce
11046831,Inactive Investor,Patrick Hassett,,Sigma Financial Corporation Utica MI 49479 Van Dyke Ave,phassett@sigmarep.com,,Salesforce
10995358,Inactive Investor,Lucas Paez,Preferred Relationship Manager,"Fifth Third Securities, Inc. Boca Raton FL 9035 La Fontana Blvd",lucas.paez@53.com,,Salesforce
9600168,,Matthew Saldarelli,,,msaldarelli@forestercapital.com,,List import
11072143,Inactive Investor,Eric Showers,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 101 Park Ave,eric.showers@morganstanley.com,,Salesforce
113199,,Philip King,,"Royal Alliance Associates, Inc.",pking@royalaa.com,,
9553912,,Hamsa Bharadwaj,,,hamsa.b@gmail.com,,List import
11009972,Inactive Investor,John Cooke,,"Sanctuary Securities, Inc. Indianapolis IN 9340 Priority Way West Dr",,,Salesforce
10978650,Inactive Investor,William Whitworth,,"Allstate Financial Services, LLC Webster TX 149 Magellan Cir",williamwhitworth@allstate.com,,Salesforce
10900583,Inactive Investor,Sarah Moir,Financial Advisor,Robert W. Baird & Co. Incorporated Portland ME 129 Middle St,smoir@rwbaird.com,,Salesforce
11142006,Inactive Investor,Michael Loebenstein,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",loebensteinm@stifel.com,,Salesforce
9614803,,Stephen Urban,,,steveurbanmusic@gmail.com,,List import
10830668,Inactive Investor,Peter Serra,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",peter.serra@valic.com,,Salesforce
9611622,,Karan Singh,,,karan.singh@tmx.com,,List import
67183,,Cory Bente,"Account Manager, Senior Relationship Banker","UnionBanc Investment Services, LLC",cory.bente@unionbank.com,425-258-4261,
9564152,,Brad Hall,,,bphtwo@gmail.com,,List import
10824298,Inactive Investor,William Wickham,Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",william.wickham@wfafinet.com,,Salesforce
9635684,,Michael Frey,,,michael.frey@mercedcapital.com,,List import
139957,,Jay Angotti,,"Swan Global Investments, Llc",jay.angotti@swanwealthadvisors.com,,
9631912,,Anand Narayanan,,,lordnanand@hotmail.com,,List import
11190450,Inactive Investor,Jody Starr,Financial Advisor,"Wells Fargo Clearing Services, LLC Beatrice NE 722 Court St",jody.starr@wellsfargoadvisors.com,,Salesforce
10806968,Inactive Investor,Shawna Bumpus,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,shawna.bumpus@morganstanley.com,,Salesforce
10881306,Inactive Investor,George Orefici,,Commonwealth Financial Network Melville NY 68 S Service Rd,,,Salesforce
11003181,Inactive Investor,Lucas Iacovino,,"Raymond James & Associates, Inc.",lucas.iacovino@raymondjames.com,,Salesforce
11030085,Inactive Investor,Ivan Arias,Financial Professional,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",ivan.arias@prudential.com,,Salesforce
10927123,Inactive Investor,Ryan Bloom,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,,,Salesforce
11036227,Inactive Investor,Bonita Selwaeh,,"Osaic Institutions, Inc. Williamsburg VA 1430 High St",bselwaeh@infinexgroup.com,,Salesforce
11167350,Inactive Investor,Kellen Birdsall,Registered Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,kellen.birdsall@morganstanley.com,,Salesforce
9552444,,Michael Felton,,,michael.felton@securitiesamerica.com,,List import
11157928,Inactive Investor,Abigail Duckworth,,Vanguard Marketing Corporation,abigail_duckworth@vanguard.com,,Salesforce
10923548,Inactive Investor,Ashley Buboltz,Chief Compliance Officer,"Moran Wealth Management, LLC",ashley.buboltz@moranwm.com,,Salesforce
11142671,Inactive Investor,Amanda Braun,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",amanda.braun@ml.com,,Salesforce
10762802,Inactive Investor,Jason Parks,Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,jason.a.parks@morganstanley.com,,Salesforce
9616955,,Joe No,,,todocadoc@fast-coin.com,,List import
11157241,Inactive Investor,Paul Poydras,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
10832006,Inactive Investor,Kylie Woeller,,"Wells Fargo Clearing Services, LLC Chalfont PA 4275 County Line Rd",kylie.wade@wellsfargoadvisors.com,,Salesforce
9624259,,Simon Gregory,,,uweelaine@gmail.com,,List import
10695790,,Sandeep Kumar,,Ernst and Young LLP,sandeep.kumar17@ey.com,,List Import
10895472,Inactive Investor,Stephen Lafollette,,LPL Financial LLC Anniston AL 1302 Noble St,stephen.lafollette@lpl.com,,Salesforce
11045815,Inactive Investor,Matthew Muzyka,Senior Associate,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",,,Salesforce
10562668,,Hasan Mahmood,,,kazal@yahoo.com,9174152695,Web Form Fillout
10773525,Inactive Investor,Beth Lovell,Senior Client Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,beth.lovell@ubs.com,,Salesforce
11048922,Inactive Investor,Michael O'Connor,Partner,Chicago Partners Investment Group LLC,mike@chicagopartnersllc.com,,Salesforce
10872362,Inactive Investor,Erin Dillon-Pasillas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 8510 W Dodge Rd",erin.dillon-pasillas@ml.com,,Salesforce
9589372,,Darryl Gunness,,,darryl.gunness@mail.utoronto.ca,,List import
11189679,Inactive Investor,Naveen Dharmalingam,Analyst;Assistant Director,"Northwestern Mutual Investment Services, LLC",naveendharmalingam@northwesternmutual.com,,Salesforce
9545737,,Robert Klein,,,casey.klein@thrivent.com,,List import
10987292,Inactive Investor,Gary Cinello,,"Securities Management & Research, Inc. Pittsburgh PA 11 Terence Dr",,,Salesforce
10951897,Inactive Investor,Jennifer Scaglione,,LPL Financial LLC Sacramento CA 3610 American River Dr,jennifer.scaglione@lpl.com,,Salesforce
11008062,Inactive Investor,Bridger Jefferies,Financial Advisor,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",bridger.jefferies@nm.com,,Salesforce
9604235,,Isidora Parra,,,isidoraescarlette@gmail.com,,List import
10934811,Inactive Investor,Heidi Raisa,,"Grove Point Investments, LLC Chicago IL 1321 S Plymouth Ct",,,Salesforce
11077851,Inactive Investor,Marion Miller,,Citigroup Global Markets Inc.,,,Salesforce
10812017,Inactive Investor,David Minnich,Senior Regional Leader,PFS Investments Inc. Grand Rapids MI 233 Fulton St E,david.minnich@primerica.com,,Salesforce
11177480,Inactive Investor,Yelena Savushkina,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10862957,Inactive Investor,Joshua Shank,Client Service Representative,"Fifth Third Securities, Inc. Dublin OH 6260 Perimeter Dr",joshua.shank@53.com,,Salesforce
10844310,Inactive Investor,John King,Founder;President,"SBK Financial, Inc.",kevin.king@sbkfinancial.com,,Salesforce
10846056,Inactive Investor,Kyle Motes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9636097,,Bonnie Raquet,,,bonnie.raquet@thrivent.com,,List import
11107753,Inactive Investor,Scott Mullen,Managing Director - Investments,Belpointe Asset Management LLC Rancho Mirage CA Private Residence,scott.mullen@belpointeasset.com,,Salesforce
11126905,Inactive Investor,Henry Ricci,,"Allstate Financial Services, LLC Levittown PA 937 Veterans Hwy",henryricci@allstate.com,,Salesforce
11189025,Inactive Investor,Michael Brown,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10971219,Inactive Investor,Sean Rees,Financial Planner,"Osaic Wealth, Inc. Saint Petersburg FL 6414 1st Ave N",,,Salesforce
10980947,Inactive Investor,Frank Hirsch,,"Kestra Investment Services, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
11020632,Inactive Investor,Christopher Lindamood,,"First Citizens Investor Services, Inc. Pawleys Island SC 10919 Ocean Hwy",christopher.lindamood@firstcitizens.com,,Salesforce
10820320,Inactive Investor,Keith Bryant,,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",keith.bryant@raymondjames.com,,Salesforce
10942023,Inactive Investor,Adli Khatatbeh,,"Allstate Financial Services, LLC Beaverton OR 11950 SW 2nd St",adlikhatatbeh@allstate.com,,Salesforce
10646428,,Mark Wilkins,,,mark.wilkins@rbc.com,,List Import
10961813,Inactive Investor,Xuequan Peng,,Goldman Sachs & Co.,,,Salesforce
11097618,Inactive Investor,Jennifer Kelley,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer;Member - Board of Managers,"Zevin Asset Management, LLC",,,Salesforce
10788688,Inactive Investor,Daniel Goonis,,PFS Investments Inc. Utica MI 11111 Hall Rd,daniel.goonis@primerica.com,,Salesforce
10966875,Inactive Investor,Kelsey Lindsey,Financial Advisor,LPL Financial LLC Fort Worth TX Private Residence,kelsey.lindsey@lpl.com,,Salesforce
10839814,Inactive Investor,Richard McDonnell,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",richard.mcdonnell@nm.com,,Salesforce
10996311,Inactive Investor,Vicky Chen,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",vicky.chen@tiaa.org,,Salesforce
9611319,,Romel Rey Dellosa,,,dellosaromel@gmail.com,,List import
11130075,Inactive Investor,Charles Cooper,Chief Compliance Officer;Managing Member;Managing Partner;Wealth Advisor,"StrongBox Wealth, LLC",chuck@strongboxwealth.com,,Salesforce
10911520,Inactive Investor,Vittoria Jarymiszyn,,J.P. Morgan Securities LLC Islip NY 556 Main St,vittoria.jarymiszyn@jpmorgan.com,,Salesforce
11022157,Inactive Investor,Milan Khosla,,Jefferies LLC,mkhosla@jefferies.com,,Salesforce
11091935,Inactive Investor,Julien Pierre,,J.P. Morgan Securities LLC Henrico VA 11720 W Broad St,,,Salesforce
11005447,Inactive Investor,Danielle May,Principal,"Osaic Wealth, Inc. San Diego CA Private Residence",,,Salesforce
11221024,,Lawrence Prozan,,,lprozan@wealthenhancement.com,,List Import
9592423,,Ben Lavine,,,blavine@3dadvisor.com,,List import
10997172,Inactive Investor,Brian Cross,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",brian.cross@nm.com,,Salesforce
11149890,Inactive Investor,Ni Mar,,Cetera Investment Services LLC Palos Verdes Peninsula CA 27421 Hawthorne Blvd,,,Salesforce
10853592,Inactive Investor,Brandon Bynum,,"Wells Fargo Clearing Services, LLC Georgetown TX 4505 Williams Dr",brandon.bynum@wellsfargoadvisors.com,,Salesforce
11028864,Inactive Investor,Michael Wapner,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
10923306,Inactive Investor,Catherine Glenn,,"Voya Financial Advisors, Inc. Addison TX 15305 Dallas Pkwy",catherine.glenn@voya.com,,Salesforce
9630255,,Evan Winterhalter,,,ewinterhalter9@gmail.com,,List import
10818463,Inactive Investor,Gerald Schwartz,Chief Compliance Officer;Founder;Managing Partner;President,"Arista Advisory Group, LLC Honolulu HI 841 Bishop St",jerry@aristaadv.com,,Salesforce
248638,,"Mantas Jonauskis, MBA",CEO,ProBaltic Consulting,mantas@probaltic.lt,,Manual List Upload
11195420,Inactive Investor,Kristi McDermott,Chief Compliance Officer;Chief Operating Officer;Limited Partner;Partner,"3EDGE Asset Management, LP Boston MA 303 Congress St",kmm@3edgeam.com,,Salesforce
11077456,Inactive Investor,Daniel Smith,Registered Principal,LPL Financial LLC Rochester NY 200 Park Point Dr,kemp.financial@lpl.com,,Salesforce
11012823,Inactive Investor,Hulen Reynolds,,"Monticello Financial Group, LLC",,,Salesforce
10847065,Inactive Investor,Ryan McGovern,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Ofc Sq,r.mcgovern@ubs.com,,Salesforce
10764284,Inactive Investor,Denise Halverson,Financial Advisor,Edward Jones Sparta WI 2101 W Wisconsin St,denise.halverson@edwardjones.com,,Salesforce
9549456,,Brian Goldstein,,,bgoldstein@govlane.com,,List import
10618000,,Barry Szymczak,,,barry.j.szymczak@wellsfargoadvisors.com,,List Import
10996506,Inactive Investor,Andrew Pisel,Wealth Advisor,"Creekmur Asset Management, LLC",andrew@creekmurwealth.com,,Salesforce
11002257,Inactive Investor,Charles Hall,,State Farm VP Management Corp. Millsboro DE 29787 John J Williams Hwy,charleshall@statefarm.com,,Salesforce
10816900,Inactive Investor,Loubna Elhoumaidi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",loubna.elhoumaidi@ml.com,,Salesforce
11033374,Inactive Investor,Bryan Myers,Investment Advisor Representative,Redwood Private Wealth Westminster MD 239 E Main St,bryan.myers@redwoodprivatewealth.com,,Salesforce
11047956,Inactive Investor,Julia Smith,,"Moors & Cabot, Inc.",jsmith@moorscabot.com,,Salesforce
10858378,Inactive Investor,Otto Radtke,Financial Advisor,LPL Financial LLC Torrance CA 990 W 190th St,otto.radtke@lpl.com,,Salesforce
10774186,Inactive Investor,Matthew O'Haren,Director - Corporate Cash Investments;Financial Advisor;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,matthew.j.oharen@morganstanley.com,,Salesforce
228938,,ALAN EPPERS,,HEROLDLANTERN INVESTMENTS,alan.eppers@heroldlantern.com,,Organic Search
11238987,Inactive Investor,Heather Beattie,,Gic,heatherbeattie@gic.com.sg,,Salesforce
10911894,Inactive Investor,Erik Laymon,Portfolio Analyst,Commonwealth Financial Network Lancaster PA 480 New Holland Ave,elaymon@commonwealth.com,,Salesforce
11065524,Inactive Investor,Robert Fazo,Senior Regional Leader,PFS Investments Inc. San Jose CA 3031 Tisch Way,robert.fazo@primerica.com,,Salesforce
9591429,,Tyler McGraw,,,tyler.mcgraw2@gmail.com,,List import
249161,,"Anna Molin, CFP?, CRPS?, CLTC?",Financial Education Client Specialist,Elite Global Marketing LLC,eliteglobal128@gmail.com,,Manual List Upload
10943680,Inactive Investor,Jon Dixon,,"Independent Financial Group, LLC Birmingham AL 44 Inverness Center Pkwy",,,Salesforce
10973357,Inactive Investor,Richard Basulto,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,rbasulto@ft.newyorklife.com,,Salesforce
11155109,Inactive Investor,Raaj Rohan Reddy Pasunoor,,Goldman Sachs & Co.,,,Salesforce
10996814,Inactive Investor,Bryan Rodriguez,,J.P. Morgan Securities LLC Greenwich CT 500 W Putnam Ave,,,Salesforce
226518,, -,,[[Unknown]],projectscuol@gmail.com,,Initial Salesforce Import
10903986,Inactive Investor,Eva Comaduran,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Bellevue WA 10800 NE 8th St",eva.strickland@usbank.com,,Salesforce
11068386,Inactive Investor,Adam Cooper,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,adam.n.cooper@jpmorgan.com,,Salesforce
11193708,Inactive Investor,Kevin Hartfield,,Edward Jones Ponte Vedra FL 360 Town Plaza Ave,,,Salesforce
11022110,Inactive Investor,Vladislav Znakharchuk,,"U.S. Bancorp Investments, Inc. Spokane WA 7307 N Division St",,,Salesforce
11171454,Inactive Investor,Andrew Lynch,,Peak Wealth Group LLC Wake Forest NC 3319 Heritage Trade Dr,andrew@peakwealthgroup.com,,Salesforce
10898533,Inactive Investor,Jaron Scott,Client Service Associate,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,,,Salesforce
10991298,Inactive Investor,James Holland,Client Service Coordinator,"Ameriprise Financial Services, LLC Thousand Oaks CA 250 N Westlake Blvd",james.holland@ampf.com,,Salesforce
234231,, -,,[[Unknown]],hroya076@gmail.com,,
10716017,,Andre Bustos,,,andrebustos@ymail.com,,Web Form Fillout
10847657,Inactive Investor,Peter Alomar,,Craft Capital Management LLC,palomar@craftcm.com,,Salesforce
1004469,Inactive Investor,Tony Gallippi,,Tony Gallippi,tonygallippi@gmail.com,,3rd Party Lead Gen
11080649,Inactive Investor,Sarah Scott,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Helena MT 40 W 14th St,scscott@dadco.com,,Salesforce
373729,,Robert CRONIN,,[Unknown],croninrobertj@gmail.com,,source
10962804,Inactive Investor,Dian Novita,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
6855564,,dasa rasa,,,annacrosby@gmail.com,,Web Form Fillout
9594522,,Francisco Estrada,,,buranio.sz8n@gmail.com,,List import
10990165,Inactive Investor,Jared Hensley,,"Wells Fargo Clearing Services, LLC Magnolia TX 33030 FM 2978 Rd",,,Salesforce
10787343,Inactive Investor,Linda Mozzone,Branch Manager;Financial Advisor,LPL Financial LLC Libertyville IL Private Residence,linda.mozzone@lpl.com,,Salesforce
11078236,Inactive Investor,Kenton Chadwick,Associate Financial Advisor,"Ameriprise Financial Services, LLC Vancouver WA 201 NE Park Plaza Dr",kenton.chadwick@ampf.com,,Salesforce
10836388,Inactive Investor,Kevin Ford,,"J.W. Cole Financial, Inc. Jupiter FL 550 Heritage Dr",,,Salesforce
11062488,Inactive Investor,Matthew Armstrong,Director,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,matthew.armstrong@thrivent.com,,Salesforce
9563712,,Paul Baker,,,paul.baker@wfadvisors.com,,List import
10487599,,Jeff Dargatz,,LPL Financial LLC,jeff.dargatz@lpl.com,,List Import
10825138,Inactive Investor,Mark Witte,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",mark_witte@ml.com,,Salesforce
11002861,Inactive Investor,Evelyn Linares,,J.P. Morgan Securities LLC Long Beach CA 5200 E 2nd St,evelyn.linares@jpmorgan.com,,Salesforce
11035049,Inactive Investor,Kenneth Trotta,,PFS Investments Inc. Hartsdale NY 100 N Central Ave,ktrotta@primerica.com,,Salesforce
10988909,Inactive Investor,Matthew Beers,,Vanguard Marketing Corporation,matthew_beers@vanguard.com,,Salesforce
188677,,Sari El Hachi,,[Unknown],sari.elhachi@sarwa.co,,
11070938,Inactive Investor,Mason Bartlett,,Morgan Stanley Carlsbad CA 5796 Armada Dr,,,Salesforce
11233886,Inactive Investor,Santiago Borenszteyn,,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",,,Salesforce
1002474,Inactive Investor,Eric Harnish,Senior Research Analyst,NEPC,eharnish@nepc.com,(617) 374-1300,
10776029,Inactive Investor,Brian Diedrich,Financial Advisor,Edward Jones Perryton TX 1114 S Main St,brian.diedrich@edwardjones.com,,Salesforce
11144027,Inactive Investor,Aaron Morris,,"CapFinancial Securities, LLC. West Des Moines IA 5745 Raccoon River Dr",aaron.morris@captrustadvisors.com,,Salesforce
10989554,Inactive Investor,Owen Ramsay,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
10905771,Inactive Investor,Jeffery Spangler,Financial Advisor,LPL Financial LLC Evanston IL Private Residence,jeff.spangler@lpl.com,,Salesforce
10863390,Inactive Investor,Joseph Nickell,Chief Compliance Officer;Founder;President,J. Mark Nickell & Co.,,,Salesforce
11073217,Inactive Investor,Gregory Donaldson,Chairman;Founder,Donaldson Capital Management LLC,gdonaldson@dcmol.com,,Salesforce
10972687,Inactive Investor,Kyle Letzter,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
209108,,Barney Gosnell,,[Unknown],barney@gmricpas.com,,Organic Search
9606055,,Lisa Cohen,,,lisacohen350@gmail.com,,List import
10773086,Inactive Investor,Craig Callahan,Chief Executive Officer,"ICON Advisers, Inc. Englewood CO 5299 DTC Blvd",ccallahan@iconadvisers.com,,Salesforce
10928439,Inactive Investor,Melisa Portillo Leonardi,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11049640,Inactive Investor,Gerald Studer,,Momentum Independent Network Inc. Lewisville TX Private Residence,gstuder@momentumin.com,,Salesforce
10968234,Inactive Investor,Steven Shaw,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10821104,Inactive Investor,Joseph Cahill,Financial Advisor,Commonwealth Financial Network Norwell MA 19 Assinippi Ave,jcahill@commonwealth.com,,Salesforce
9615091,,Matt Jankowski,,,mjankowski05@gmail.com,,List import
11044460,Inactive Investor,Elizabeth Althen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10972115,Inactive Investor,Langston Danner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",langston.danner@schwab.com,,Salesforce
9555371,,Charles Tyus,,,kereltyus@gmail.com,,List import
11197810,Inactive Investor,Keegan Hyland,First Vice President,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",keegan.hyland@raymondjames.com,,Salesforce
11031038,Inactive Investor,John Marchisotta,Managing Director;Partner;Private Wealth Advisor,"Procyon Advisors, LLC Melville NY 534 Broadhollow Rd",jmarchisotta@procyonpartners.net,,Salesforce
11118407,Inactive Investor,Keith Hunter,,Cetera Advisor Networks LLC,,,Salesforce
10846170,Inactive Investor,Vadim Pertsov,Financial Advisor;Portfolio Manager;Senior Vice President - Investments;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,vadim.pertsov@ubs.com,,Salesforce
10927911,Inactive Investor,Matthew Hood,,"Parkland Securities, LLC Batavia OH 45 W Main St",mhood@parklandrep.com,,Salesforce
10837800,Inactive Investor,Kathryn Skillington,,"First Command Brokerage Services, Inc. Aiea HI 98-211 Pali Momi St",klskilling@firstcommand.com,,Salesforce
78453,,Charles Dekrafft,Financial Planner,Lincoln Financial Advisors Corporation,chuck.dekrafft@lfg.com,704-372-3500,
10805424,Inactive Investor,Thomas Delnoce,Branch Manager;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Phoenix AZ 1500 E Bethany Home Rd",tom.delnoce@wfafinet.com,,Salesforce
11207463,Inactive Investor,Christopher Trinkus,,"Samuel A. Ramirez & Company, Inc. Los Angeles CA 633 W 5th St",ctrinkus@ramirezco.com,,Salesforce
10943278,Inactive Investor,Peter Loglisci,,"American Portfolios Financial Services, Inc. Lindenhurst NY 9 W Hoffman Ave",ploglisci@americanportfolios.com,,Salesforce
9619841,,Julia Nilsson,,,julianadiamaria@gmail.com,,List import
11138909,Inactive Investor,Grant Bradford,,"Robinhood Financial, LLC",grant.bradford@robinhood.com,,Salesforce
11087515,Inactive Investor,Austin Smith,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,austin.smith@fmr.com,,Salesforce
9587781,,Anaibis Velasquez,,,avelasquez@crossmarkglobal.com,,List import
1001776,Inactive Investor,Kenneth Holz,CFO,Chestnut Ridge Capital,kh@chestnutcap.com, +1 201 845 2200,Database Upload
9553199,,Sergey Esayan,,,sergeyesayan@gmail.com,,List import
149708,,Jack Herbert,,[Unknown],jackherbert87@gmail.com,,Webinar
11062527,Inactive Investor,Eric Janiak,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11078001,Inactive Investor,Conchita Dixon,,Vanguard Marketing Corporation,conchita_dixon@vanguard.com,,Salesforce
10648121,,Michael Johnson,,,carter@mcjcapitalpartners.com,,List Import
9569471,,Nir Messafi,,,nir@broadfincapital.com,,List import
10781185,Inactive Investor,Eric Conner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,eric.conner@fidelity.com,,Salesforce
11179589,Inactive Investor,Nicholas Bock,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",nicholas@wellsfargo.com,,Salesforce
10704348,,Hugh P,,,tigerhuey03@gmail.com,,Web Form Fillout
156433,,Robert Hardman,,[Unknown],bluewavebeach@gmail.com,,source
11028117,Inactive Investor,Margaret Leon,,PFS Investments Inc. Lawrenceville GA 1755 N Brown Rd,margaret.leon@primerica.com,,Salesforce
242950,,Frank Marchiori,OWNER,R.Carrozza Plumbing Co. Inc.,fmarchiori@rcarrozza.com,,Manual List Upload
9561706,,Sam Huston,,,shuston@massmutual.com,,List import
10937951,Inactive Investor,James Ruffin,Director - Wealth Management;Vice President,"Elemental Capital Management, LLC",james.ruffin@elementalcapital.com,,Salesforce
10937502,Inactive Investor,Timothy Harley,,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",tharley@osaicwealth.com,,Salesforce
11072639,Inactive Investor,Gregory Schindler,,"Allstate Financial Services, LLC Vandalia OH 725 S Dixie Dr",gregoryschindler@allstate.com,,Salesforce
11025164,Inactive Investor,Michelle Tello,,"Northwestern Mutual Investment Services, LLC Orlando FL 7380 W Sand Lake Rd",michelle.tello@nm.com,,Salesforce
10645599,,Brent Felitto,,,bfelitto@williamblair.com,,List Import
11035320,Inactive Investor,Richard Tull,,Cetera Advisors LLC Marietta GA 3696 Largent Way NW,,,Salesforce
9629097,,Justin Yeh,,,jyeh3112@gmail.com,,List import
10785284,Inactive Investor,Patrick Tucker,Owner;President;Regulatory Contact,True Measure Wealth Management,patrick@truemeasure.com,,Salesforce
10754164,Inactive Investor,Eriberto Alvarez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",,,Salesforce
11198460,Inactive Investor,Carmita Chavannes,,J.P. Morgan Securities LLC Fort Lauderdale FL 5500 S Flamingo Rd,carmita.r.chavannes@chase.com,,Salesforce
10853206,Inactive Investor,Krystle Gesmundo,Senior Client Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,,,Salesforce
9609552,,Dohui Kim,,,kim.dohui@gmail.com,,List import
11088708,Inactive Investor,Frederic Cox,Wealth Advisor,LPL Financial LLC Spokane WA 818 W Riverside Ave,fred.cox@lpl.com,,Salesforce
11054220,Inactive Investor,Krelen Chung,Relationship Manager,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,krelen.chung@citi.com,,Salesforce
10863361,Inactive Investor,Brandy Richards,,Robert W. Baird & Co. Incorporated Gallipolis OH 352 2nd Ave,brichards@rwbaird.com,,Salesforce
9631488,,ken shawn,,,clear_lake@hotmail.com,,List import
9610333,,Pet Vines,,,petvinesmail@gmail.com,,List import
343053,,Tyler Craig,"Financial Analyst, Portfolio Implementation Specialist","Barry Investment Advisors, Llc",tyler@barryia.com,888-992-8601,Manual List Upload
237344,, -,,[[Unknown]],isaacsondeanne@gmail.com,,Advertising
11102037,Inactive Investor,Anne Mifsud,,"Osaic Wealth, Inc.",,,Salesforce
5280062,,Dan Han,,,bapaked122@nubotel.com,9039876543,Web Form Fillout
10884559,Inactive Investor,Jeffrey Hoag,Chief Compliance Officer;Chief Investment Officer;President,"Three Circles Capital Management, LLC",,,Salesforce
11079272,Inactive Investor,Jack Engelmann,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",jack.engelmann@equitable.com,,Salesforce
11222994,,Frank Viggiano,,,frank.viggiano@morganstanley.com,,List Import
351168,,Eliza Cox,Partner,Nutter Investment Advisors,ecox@nutter.com,617-439-2100,Manual List Upload
10820790,Inactive Investor,Robert Neale,,"Equitable Advisors, LLC Defuniak Springs FL 694 Baldwin Ave",robert.neale@equitable.com,,Salesforce
10999855,Inactive Investor,Alba Sandoval,,USCA Securities LLC,asandoval@uscallc.com,,Salesforce
11185860,Inactive Investor,Wayne LeSage,Head - Distribution;Partner,"Coho Partners, Ltd. Berwyn PA 801 Cassatt Rd",wlesage@cohopartners.com,,Salesforce
10657619,,Unbo Chung,,,bob.chung@aretewealth.com,,List Import
11134282,Inactive Investor,Robert Lopinto,Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC East Hanover NJ 100 Eagle Rock Ave",robert.j.lopinto@wfafinet.com,,Salesforce
9540501,,Warren Lorenz,,Warren Lorenz,warren@techmeetstrader.com,,List Import
9552849,,Neil Daley,,,neil.daley@securitiesamerica.com,,List import
9592909,,Sandra Robins Robins,,,sandgero@bigpond.net.au,,List import
10925329,Inactive Investor,George Newton,,"Cambridge Investment Research, Inc. Perrysburg OH 134 W South Boundary St",,,Salesforce
10959489,Inactive Investor,Elaina Baker,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11094281,Inactive Investor,Rocco Bonazza,Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",rbonazza@financialguide.com,,Salesforce
9558465,,Thomas Yohanan,,,yohanan.tom@gmail.com,,List import
9622979,,Sebastian Man,,,sebastian.gk.man@gmail.com,,List import
10929548,Inactive Investor,Dean Farnham,,"Cambridge Investment Research, Inc. Dayton IA 25 S Main St",dfarnham@cambridgesecure.com,,Salesforce
10507262,,Abdullah Shakir,,,imlucifer7x@gmail.com,,Web Form Fillout
11166194,Inactive Investor,Kyle Egress,Financial Advisor;Financial Planner;Senior Vice President - Wealth Management,Morgan Stanley West Hartford CT 433 S Main St,kyle.w.egress@morganstanley.com,,Salesforce
10800814,Inactive Investor,Joel Shomaker,,OneDigital Investment Advisors Irvine CA 7755 Irvine Center Dr,jshomaker@onedigital.com,,Salesforce
10815357,Inactive Investor,Kathleen Whitsel,,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",kathleen.whitsel@raymondjames.com,,Salesforce
10921144,Inactive Investor,Randall Clark,,Cetera Investment Services LLC Buffalo NY 300 Airborne Pkwy,randall.clark@ceterainvestors.com,,Salesforce
10872734,Inactive Investor,Michael Crawley,Financial Advisor,Davenport & Company LLC Charlottesville VA 600 E Water St,mcrawley@investdavenport.com,,Salesforce
11178968,Inactive Investor,John Newhouse,,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",,,Salesforce
11113219,Inactive Investor,Peggy Taylor,,"Raymond James Financial Services, Inc. Wilmington DE 1013 Centre Rd",peggy.taylor@raymondjames.com,,Salesforce
10876498,Inactive Investor,Raymond Lee,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",ray.lee@nm.com,,Salesforce
210169,,Daniel Jeong,,[Unknown],danieljeong.w@gmail.com,,
9580165,,Lauren Bostick,Financial Planner,"Cain, Watters & Associates, LLC Plano TX 6900 Dallas Pkwy",lauren@cainwatters.com,,List import
11057957,Inactive Investor,Michael Nelson,,State Farm VP Management Corp. Tulsa OK 7216 E 41st St,michael.nelson.end8@statefarm.com,,Salesforce
11000206,Inactive Investor,Teran Harmon,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,teran.harmondo2j@statefarm.com,,Salesforce
9642644,,Abram Smith,,,abramatx@gmail.com,,List import
11195244,Inactive Investor,Paulina Guzman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11127235,Inactive Investor,Bradley Willis,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",brad.willis@ml.com,,Salesforce
371918,,Larry Coplan,,United States,puckspal@gmail.com,,Salesforce
11064668,Inactive Investor,Kevin Patterson,Financial Advisor,Edward Jones Mechanicsville VA 9102 Rutland Greens Way,kevin.patterson@edwardjones.com,,Salesforce
11115610,Inactive Investor,Angelo Cristobal,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10861237,Inactive Investor,Dannys Ramirez,Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",dannys.ramirez@wellsfargo.com,,Salesforce
11182269,Inactive Investor,Brett Grimes,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",brett.grimes@wellsfargoadvisors.com,,Salesforce
10889595,Inactive Investor,Mathew Frank,Financial Advisor,"Ameriprise Financial Services, LLC Anchorage AK 700 W 41st Ave",mathew.frank@ampf.com,,Salesforce
10923027,Inactive Investor,Paul Day,,"Transamerica Financial Advisors, Inc Blackfoot ID 220 N Meridian St",paul.day@transamerica.com,,Salesforce
11185524,Inactive Investor,Michael Odonohue,,Four Points Capital Partners LLC New York NY 99 Park Ave,modonohue@4pointscapital.com,,Salesforce
9629314,,Brian Nathan,,,brnathan@umich.edu,,List import
9577455,,Kory Isenberg,,,koryisenberg@gmail.com,,List import
336156,,Meghan Cuddihy,"Director, Investor Relations",Merit Energy Company,meghan.cuddihy@meritenergy.com,972-701-8377,Manual List Upload
10968152,Inactive Investor,Wayne Lawley,,"Farmers Financial Solutions, LLC Lubbock TX 6603 Utica Ave",wlawley@farmersagent.com,,Salesforce
9560791,,Jason Henderson,,,jason.o.henderson@suntrust.com,,List import
235569,, -,,[[Unknown]],camilmaverick@outlook.com,,
9568498,,Edward Sanchez,,,bino4him@icloud.com,,List import
9551734,,Kyle Quinn,,,kyle.quinn@marinerwealthadvisors.com,,List import
10800575,Inactive Investor,Frank Geraci,,"David Lerner Associates, Inc.",,,Salesforce
10810652,Inactive Investor,Angela Yates,Senior Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",angela.yates@wellsfargoadvisors.com,,Salesforce
11103054,Inactive Investor,Sayde Smith,Financial Advisor,Edward Jones Opelousas LA 1717 S Union St,sayde.smith@edwardjones.com,,Salesforce
11149976,Inactive Investor,Tommy Johnson,Financial Advisor,LPL Financial LLC Virginia Beach VA 1 Columbus Ctr,tommy.johnsonsr@lpl.com,,Salesforce
11139622,Inactive Investor,Adam Sattler,,"Bankers Life Securities, Inc. Louisville KY 101 Bullitt Ln",adam.sattler@bankerslife.com,,Salesforce
11088856,Inactive Investor,Sedley Daley,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",s.daley@prudential.com,,Salesforce
10648376,,Patrick Bloomfield,,,patrick@baminvest.com,,List import
11220140,,David Bastoni,,,david.bastoni@allworthfinancial.com,,Other
11088257,Inactive Investor,Darrell Davis,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10871771,Inactive Investor,Tyler Nagel,Investment Advisor;Partner,Pinnacle Wealth Advisors,,,Salesforce
11003253,Inactive Investor,Nancy Reyes,,"Raymond James Financial Services, Inc. Sulphur Springs TX 100 Jefferson St W",nancy.reyes@raymondjames.com,,Salesforce
10850132,Inactive Investor,Daryl Dagit,Financial Advisor;Market Manager;Member,Savant Wealth Management Peoria IL 7308 N Willow Lake Ct,ddagit@savantcapital.com,,Salesforce
10800278,Inactive Investor,Jessica Liu,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jessica.liu@fidelity.com,,Salesforce
9558320,,Jonathan Wilson,,,sixersdj@aol.com,,List import
10878887,Inactive Investor,Dennis Rosadio,Private Client Financial Advisor,"Citizens Securities, Inc. Souderton PA 705 Rte 113",dennis.j.rosadio@citizenssecurities.com,,Salesforce
9628863,,Danniel Lim,,,deguryru@gmail.com,,List import
10788972,Inactive Investor,David Katz,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",david.katz@nm.com,,Salesforce
10757932,Inactive Investor,Shanna Jacobs,Financial Advisor,Morgan Stanley Frankenmuth MI 325 S Main St,shanna.jacobs@morganstanley.com,,Salesforce
10871985,Inactive Investor,Raymundo Cobo Avila,,"GBM International, Inc.",,,Salesforce
10784917,Inactive Investor,Vincent Trovato,Financial Advisor,"Ameriprise Financial Services, LLC Hopewell Junction NY 2345 Rte 52",vincent.t.trovato@ampf.com,,Salesforce
91454,,God De Groote,,GPDR,goddegroote@gmail.com,(008) 647-8250,
11082868,Inactive Investor,Jason Nagle,,"Avantax Investment Services, Inc. Gresham OR 151 SE 223rd Ave",,,Salesforce
332921,,Molly Laughter,"Chief Compliance Officer, Chief Executive Officer, Founder",Laughter Financial,molly@laughterfinancial.com,214-267-9252,Manual List Upload
11062857,Inactive Investor,Gary Malkasian,,Cetera Advisor Networks LLC Sacramento CA 2233 Watt Ave,malkasian.g@ceteranetworks.com,,Salesforce
10644011,,Michael Holden,,,michael.e.holden@jpmorgan.com,,List Import
11028688,Inactive Investor,William Le Boeuf,Senior Portfolio Manager,Compound Planning Dayton OH 3033 Kettering Blvd,,,Salesforce
10925224,Inactive Investor,Bradley May,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",bradley.may@nm.com,,Salesforce
10766868,Inactive Investor,Laura Moellering,Investment Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,laura.moellering@ubs.com,,Salesforce
346748,,Sueellen Gilmartin,Chief Financial Officer,"Harvest Management, L.l.c.",sgilmartin@harvestmanagement.com,212-634-3600,Manual List Upload
9544371,,Derek Nemeth,,,derek.nemeth@gmail.com,,List import
10757002,Inactive Investor,Shanna Cooney,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",shanna.cooney@rbc.com,,Salesforce
11090617,Inactive Investor,Vjeko Cimera,,J.P. Morgan Securities LLC Westwood NJ 499 Broadway,vjeko.cimera@chase.com,,Salesforce
10928988,Inactive Investor,Jacob Gaudreault,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11021125,Inactive Investor,Ann Smith,,"U.S. Bancorp Investments, Inc. Williston ND 202 Main St",,,Salesforce
11069247,Inactive Investor,Jennifer Cute,,TD Private Client Wealth LLC Charlotte NC 11325 N Community House Rd,jennifer.cute@td.com,,Salesforce
10817839,Inactive Investor,Emil Peinert,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Walnut Creek CA 100 Pringle Ave",emil.j.peinert@ampf.com,,Salesforce
10902556,Inactive Investor,Serge Suleimani,,Cetera Advisor Networks LLC Fairbanks AK Private Residence,,,Salesforce
9586406,,Llyasser Ghrab,,,sooadsooad@gmail.com,,List import
337973,,Jonathan Vadiee,Senior Associate,"Align Capital Partners, Lp",jvadiee@aligncp.com,214-780-0857,Manual List Upload
9606512,,Jessica Wu,,,jessica.wu@nfkings.io,,List import
9604053,,AZEEM MALIK,,,azeem.malik@hedera.com,,List import
10770128,Inactive Investor,James Gallagher,,"Wells Fargo Clearing Services, LLC Gastonia NC Private Residence",james.gallagher@wellsfargoadvisors.com,,Salesforce
11192999,Inactive Investor,Octoberr Walter,Branch Manager,"RBC Capital Markets, LLC Chicago IL Private Residence",tobbie.walter@morganstanley.com,,Salesforce
10831134,Inactive Investor,Kendra Campanelli,Branch Manager;Investment Associate,"RBC Capital Markets, LLC Kennewick WA 1009 N Center Pkwy",kendra.campanelli@rbc.com,,Salesforce
10821797,Inactive Investor,Belinda Richardson,Wealth Management Associate,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,belinda.richardson@morganstanleypwm.com,,Salesforce
9587535,,Ted Westerman,,,tedwesterman@yahoo.com,,List import
11133296,Inactive Investor,Michael Orr,Financial Advisor,Edward Jones Beaufort NC 300 Campen Rd,,,Salesforce
9575524,,LUCAS DIAS,,,lucaar.rdias@gmail.com,,List import
9568031,,Kurt Smock,,,kurt@kurtsmock.com,,List import
10797010,Inactive Investor,Hal Guy,,LPL Financial LLC Glastonbury CT 223 Addison Rd,hal.guy@lpl.com,,Salesforce
11019461,Inactive Investor,Jane Goodrick,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",,,Salesforce
11135317,Inactive Investor,Christoper Fierro,Owner,"Fierro, Christopher P",,,Salesforce
11258150,Inactive Investor,Shumona Roy,"Director, Products and Platforms",BNY Mellon Securities Corporation,,212-922-6000,Salesforce
10803092,Inactive Investor,Robert White,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,bwhite@dadco.com,,Salesforce
11198367,Inactive Investor,Penni Delatorre,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",pdelatorre@fmsbonds.com,,Salesforce
10771033,Inactive Investor,Nicole Kuhn,Director;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,nicole.dalebroux@morganstanley.com,,Salesforce
9588048,,Warren Bane,,,warren@mastodonllc.com,,List import
11192158,Inactive Investor,Steven Goldbloom,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,Goldbloom Wealth Management LLC,steveg@gwmteam.com,,Salesforce
9642026,,John Lucarelli,,,john_lucarelli@yahoo.com,,List import
9640555,,Leonard Smith,,,lsmith@flinnfoundation.org,,List import
10856880,Inactive Investor,Gary Brewton,Wealth Advisor,"Conceptual Financial Advisors, LLC",,,Salesforce
336434,,John Thurlow,Chief Operating Officer & Chairman Of The Board,"Rbc Capital Markets, Llc",john.thurlow@rbccm.com,212-858-7000,Manual List Upload
9576867,,Gregory Jones,,,gregorycjones@gmail.com,,List import
11152239,Inactive Investor,Nathan Garganta,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",nathan_garganta@ml.com,,Salesforce
10803573,Inactive Investor,Maria Henderson,,"Avantax Investment Services, Inc. Broomall PA Private Residence",,,Salesforce
10959557,Inactive Investor,Travis Barber,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",travis.barber@prudential.com,,Salesforce
374189,,Paul Marhan,,Retired,paulmarhan@hotmail.com,9734495238,Yahoo! Natural Search
10950853,Inactive Investor,Atticus Bohr,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,,,Salesforce
10941856,Inactive Investor,Frederick Savel,Financial Advisor,LPL Financial LLC Saint Louis MO Private Residence,fred.savel@lpl.com,,Salesforce
11179627,Inactive Investor,Teresa Johnson Lowe,Senior Financial Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",terri.lowe@rbc.com,,Salesforce
10890208,Inactive Investor,Julia Cosse,Financial Advisor,"Raymond James & Associates, Inc. Seattle WA 1201 3rd Ave",julia.cosse@raymondjames.com,,Salesforce
10805447,Inactive Investor,Timothy Ferguson,Financial Advisor,Edward Jones Jasper AL 909 Airport Rd S,tim.ferguson@edwardjones.com,,Salesforce
10986067,Inactive Investor,Jacob Eller,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
373816,,David Marden,,[Unknown],dwmarden@gmail.com,,source
10830004,Inactive Investor,Kevin Shannon,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Investment Management Consultant;Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,kevin.r.shannon@morganstanley.com,,Salesforce
11202040,Inactive Investor,Kenneth Hobbs,Advisor;Chief Compliance Officer;Financial Consultant;Insurance Consultant;Member,"ClearView Investment Partners, LLC",kevin@cviewip.com,,Salesforce
11041878,Inactive Investor,Scott Myers,Financial Advisor,LPL Financial LLC Chagrin Falls OH Private Residence,scott.myers@lpl.com,,Salesforce
11150576,Inactive Investor,Ruihan Zhang,,"Transamerica Financial Advisors, Inc Piscataway NJ 200 Centennial Ave",ruihan.zhang@tfaconnect.com,,Salesforce
11113752,Inactive Investor,Jason Nossiter,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",,,Salesforce
10916753,Inactive Investor,Melanie Mousheh,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,melanie.mousheh@fmr.com,,Salesforce
11122589,Inactive Investor,Jhuler Villegas,,"Truist Investment Services, Inc. Lehigh Acres FL 1190 Homestead Rd N",jhuler.villegas@truist.com,,Salesforce
9566365,,Graham Dodds,,,graham.dodds@uk.mlp.com,,List import
11003451,Inactive Investor,Edili Madera,,J.P. Morgan Securities LLC New York NY 1495 York Ave,edili.madera@jpmorgan.com,,Salesforce
223153,,Mike O?Connor,VP,Assured Partners,mike.oconnor@assuredpartners.com,,
11167657,Inactive Investor,Tessa Besio,,"Transamerica Financial Advisors, Inc Clearwater FL 626 Lakeview Rd",tessa.besio@tfaconnect.com,,Salesforce
10902079,Inactive Investor,Mark Allaria,Partner;Shareholder;Wealth Advisor,"CarsonAllaria Wealth Management, Ltd.",mark.allaria@carsonallaria.com,,Salesforce
10775261,Inactive Investor,Brandt Zimmerman,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",brandt.zimmerman@ml.com,,Salesforce
10656513,,Tony Crisp,,,tony.l.crisp@jpmorgan.com,,List Import
11161967,Inactive Investor,Michael Rothstein,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",michael.rothstein@truist.com,,Salesforce
11229334,Inactive Investor,Yasmine Zadeh,,William Blair,,,Salesforce
9636416,,James Lunday,,,jlunday@dhja.com,,List import
11084245,Inactive Investor,Nicholas Mengel,,Cetera Financial Specialists LLC Saint Louis MO 3660 S Geyer Rd,nicholas.mengel@ceterafs.com,,Salesforce
10834017,Inactive Investor,Samuel Cappiello,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",samuel_cappiello@ml.com,,Salesforce
10883928,Inactive Investor,Jose Becerra,Associate;Registered Client Associate,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",jose.becerra@rbc.com,,Salesforce
11218866,,Richard Stewart,,,rstewart@aam.us.com,,Other
9577591,,stephen renton,,,stephen@stephenrenton.com,,List import
10851381,Inactive Investor,Theodore Fisher,Executive Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,theodore.fisher@jpmorgan.com,,Salesforce
11072467,Inactive Investor,Ryan Benning,Owner;Senior Investment Executive,"BFC Planning, Inc. Bismarck ND 4501 Coleman St",,,Salesforce
11174114,Inactive Investor,Jones Warf,Chief Compliance Officer;Chief Operating Officer;Financial Planner,"TBH Global Asset Management, LLC",nwarf@tbhglobalasset.com,,Salesforce
11035986,Inactive Investor,Sean Scrudato,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sean.scrudato@jpmorgan.com,,Salesforce
10645419,,Mark Kramer,,,mark.kramer@duffandphelps.com,,List Import
337356,,Josh Saunders,Financial Advisor,"Kingsview Wealth Management, Llc",jsaunders@kingsviewam.com,312-870-6701,Manual List Upload
10854701,Inactive Investor,Natalie Yaksick,Managing Director;Private Wealth Advisor,LPL Financial LLC Irwin PA 40 Lincoln Way,natalie.yaksick@lpl.com,,Salesforce
11149212,Inactive Investor,Gerald Brundo,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9552371,,Victor Consoli,,,vconsoli@smithcovecapital.com,,List import
11066670,Inactive Investor,Todd Bragg,,Lincoln Investment Braintree MA 35 Braintree Hill Park,tbragg@lincolninvestment.com,,Salesforce
11028259,Inactive Investor,Michael Hammersley,Financial Advisor;Investment Advisor,"OneAmerica Securities, Inc. Granville OH 2000 Newark Granville Rd",,,Salesforce
11034342,Inactive Investor,Mackenzie DeVane,,Edward Jones Kinston NC 1008 W Vernon Ave,mackenzie.davis@edwardjones.com,,Salesforce
10791913,Inactive Investor,Gary Gallman,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Roswell GA 600 Colonial Park Dr",ggallman@wfafinet.com,,Salesforce
10839626,Inactive Investor,Craig Piper,,"The Investment Center, Inc. Palm Beach Gardens FL Private Residence",cpiper@investmentctr.com,,Salesforce
10926979,Inactive Investor,Tatiana Cabido,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9614282,,Kelly Woodall,,,kwoodall@seymourinvest.ca,,List import
11113115,Inactive Investor,Martin Evans,,"Cambridge Investment Research, Inc. Corpus Christi TX 500 N Water St",,,Salesforce
11073457,Inactive Investor,Garret Alcaraz,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",gary.alcaraz@wellsfargoadvisors.com,,Salesforce
11260799,Inactive Investor,Jennifer Hiss,Manager;Vice President,Rockefeller Financial LLC Chicago IL 227 W Monroe St,,,Salesforce
10661770,,Robert Grimm,,,robertgrimm@wolfpointam.com,,List Import
11040994,Inactive Investor,Alexander Dahlstrom,,"Northwestern Mutual Investment Services, LLC Greenville SC 126 Millport Cir",alexander.dahlstrom@nm.com,,Salesforce
9638166,,Joseph McGraw,,,jmcgraw@yankeeadvisers.com,,List import
11104060,Inactive Investor,Terry Bissonett,Associate Vice President;Financial Advisor,Morgan Stanley Dayton OH 4380 Buckeye Ln,terry.bissonett@morganstanley.com,,Salesforce
11077742,Inactive Investor,Scott Mondry,Financial Advisor,Edward Jones Toms River NJ 1747 Hooper Ave,scott.mondry@edwardjones.com,,Salesforce
372481,,Melissa Daggett,,United States,melissadaggett.wfg@gmail.com,,Salesforce
10889450,Inactive Investor,Andrew Jones,Investment Advisor Representative;Regulatory Contact,The Lloyd Advisory Group,drew@thelloydgroupinc.com,,Salesforce
11140686,Inactive Investor,Tavia Sharber,,Citigroup Global Markets Inc.,,,Salesforce
10856738,Inactive Investor,Carlos Incera,,"Raymond James Financial Services, Inc. Miami FL 2100 Salzedo St",carlos.incera@raymondjames.com,,Salesforce
10938682,Inactive Investor,Steven Larson,Financial Advisor,LPL Financial LLC Minneapolis MN 7300 Metro Blvd,steve.larson@lpl.com,,Salesforce
10794490,Inactive Investor,Michael Ranieri,Financial Consultant,Thrivent Investment Management Inc. Gurnee IL 1800 Nations Dr,michael.ranieri@thrivent.com,,Salesforce
10808074,Inactive Investor,Sam Trushenski,Manager;Vice President,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",,,Salesforce
11010109,Inactive Investor,Thomas Bramley,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",thomas.bramley@equitable.com,,Salesforce
10941792,Inactive Investor,Carson Dejong,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11178300,Inactive Investor,Hallie O'Connor,,Vanguard Marketing Corporation,hallie_o-connor@vanguard.com,,Salesforce
10759875,Inactive Investor,Chris Fath,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,chris.j.fath@jpmorgan.com,,Salesforce
10955689,Inactive Investor,Margaret Doviak,Chief Executive Officer;Owner,"D.M. Wealth Management, Inc. Norman OK 201 E Main St",peggy@dmwealth.com,,Salesforce
373486,,Lomesh Shah,,[Unknown],lshahs@mac.com,,source
11260934,Inactive Investor,Tobenna Ikejiani,,Evercore Group L.L.C.,,,Salesforce
10488363,,Zulikha Hussain,"Founder, Manager, President","MT Medical Properties Manager, LLC",ladyz@wazucapital.com,,List Import
9642424,,Derrick Rubin,,,emilyr95@aol.com,,List import
211315,,Tina Kim,Deputy Comptroller,OSC,tkim@osc.ny.gov,,Content
10894128,Inactive Investor,Kurt Von Buettner,Financial Advisor,Edward Jones San Antonio TX 3208 Napier Park,kurt.vonbuettner@edwardjones.com,,Salesforce
244579,,Sean Moore,Wealth Manager,Merit Financial Advisors,smoore@meritfa.com,15617401200,Manual List Upload
10928845,Inactive Investor,Steven Oberman,,"Osaic Wealth, Inc. Fort Lauderdale FL 7880 N University Dr",,,Salesforce
11059168,Inactive Investor,James Cumalander,,"CapFinancial Securities, LLC. Wilmington NC 5535 Currituck Dr",,,Salesforce
9606159,,Cynthia LaRosa,,,clarosa@canaccordgenuity.com,,List import
11070400,Inactive Investor,Peter Mooney,Chief Compliance Officer;Managing Member,Ultra Advisors LLC,,,Salesforce
212739,,Thomas B.,Financial Advisor,Wells Fargo Advisors,thomas.zamani@wellsfargoadvisors.com,,Advertising
11103932,Inactive Investor,Kelly Davis,Supervisory Principal,LPL Financial LLC,kelly.davis@lpl.com,,Salesforce
11034755,Inactive Investor,Reece Lufkin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,reece_lufkin@vanguard.com,,Salesforce
10645411,,Gustavo Selva,,,gselva@hbeckinc.com,,List Import
10806920,Inactive Investor,Jeffrey Sells,Account Executive,"MHS Advisory Services, LLC Hopkins MN 10900 Wayzata Blvd",jsells@mhscos.com,,Salesforce
10853971,Inactive Investor,Charles Huebner,Founder,Pointe Capital Management LLC,charles@pointecapital.com,,Salesforce
10349127,,Todd Rabideau,,,trabideau72@yahoo.com,,Web Form Fillout
11231463,Inactive Investor,Kathryn Olson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10929918,Inactive Investor,Robert Cianci,,LPL Financial LLC Staten Island NY Private Residence,robert.cianci@lpl.com,,Salesforce
10935333,Inactive Investor,Jose Paz,Financial Advisor,"Ameriprise Financial Services, LLC Fresno CA 7111 N Fresno St",jose.paz@ampf.com,,Salesforce
11002387,Inactive Investor,Neal Gudiseva,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,ngudiseva@commonwealth.com,,Salesforce
10867934,Inactive Investor,Cameron Levine,Associate,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,,,Salesforce
4762,, -,,[[Unknown]],violettet01@gmail.com,,Initial Salesforce Import
11036130,Inactive Investor,Amanda Tiede,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",amanda.tiede@nm.com,,Salesforce
11110548,Inactive Investor,Stephen Doyle,Supervisory Risk Principal,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11078068,Inactive Investor,Matthew Kleffman,Financial Advisor,Edward Jones Savage MN 14247 Oconnell Ct,matt.kleffman@edwardjones.com,,Salesforce
1001089,Inactive Investor,Daniel Wolfson,,Larch Legacy LLC,reporting@oldslip.com,212 412 9111,
9557658,,Stephan Tchividjian,,,snelsont@gmail.com,,List import
9646757,,Marc Porat,,,mporat@greencube.com,,List import
10814411,Inactive Investor,Terry Curnes,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,curnest@ceteranetworks.com,,Salesforce
9622115,,Hussain Zareer,,,zareerhussains@gmail.com,,List import
10869993,Inactive Investor,Jose De La Cruz Elias,,PFS Investments Inc. Guaynabo 2do Pisc Camino Alejandrino,jose.elias@primerica.com,,Salesforce
11020984,Inactive Investor,Christopher Cook,Chief Compliance Officer;Managing Partner,"Bayou Bridge Capital Advisors, LLC",,,Salesforce
9615268,,Bryan Kiernan,,,bryan.kiernan@gmail.com,,List import
10510790,,Stephen Gasparek,Chief Marketing officer,Q Wealth Partners,stephen@qwealth.com,,List Import
10996543,Inactive Investor,Luke Ramey,Financial Advisor,Cerity Partners LLC Cincinnati OH 7845 Kenwood Rd,lramey@ceritypartners.com,,Salesforce
11016330,Inactive Investor,Eric Tibbs,Financial Advisor,Edward Jones Estero FL 10800 Corkscrew Rd,eric.tibbs@edwardjones.com,,Salesforce
10849038,Inactive Investor,John Rollins,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",,,Salesforce
11155645,Inactive Investor,Adrian Guzman,,J.P. Morgan Securities LLC San Luis Obispo CA 1235 Chorro St,,,Salesforce
11170854,Inactive Investor,Andrew Karelis,,Commonwealth Financial Network Waltham MA 890 Winter St,akarelis@commonwealth.com,,Salesforce
11081617,Inactive Investor,Elizabeth Oros,Financial Advisor,Edward Jones Melbourne FL 1678 W Hibiscus Blvd,elizabeth.oros@edwardjones.com,,Salesforce
11015524,Inactive Investor,Corydon Callahan,,"Private Client Services, LLC Boston MA 265 Franklin St",,,Salesforce
9543527,,Asep JP,,,ashevjp@gmail.com,,List import
44601,,John Timmer,,"Securities America Advisors, Inc.",john.timmer@securitiesamerica.com,309-788-2282,
9633335,,Tino Hendrawan,,,hendrawantino@gmail.com,,List import
10984182,Inactive Investor,Basiru Akinteye,,PFS Investments Inc. Plano TX 5700 Tennyson Pkwy,basiru.akinteye@primerica.com,,Salesforce
11005466,Inactive Investor,Derrek Anduiza,,"Allstate Financial Services, LLC Spring TX 21021 Spring Brook Plaza Dr",derrekanduiza@allstate.com,,Salesforce
10813488,Inactive Investor,Jonathan Stuart,,"Charles Schwab & Co., Inc. Boston MA 1 International Pl",,,Salesforce
10958310,Inactive Investor,Shirley Lopez,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",,,Salesforce
9593147,,Ronald Gross,,,ron@weareoneseven.com,,List import
10978713,Inactive Investor,Edmund Curlee,Investment Manager,First City Capital Management Inc,,,Salesforce
10833139,Inactive Investor,Milind Dalal,Managing Director;Regulatory Contact,Clarity Wealth Advisors,milind@claritywa.com,,Salesforce
6099626,,pop lop,,,xanaj72390@chnlog.com,,Web Form Fillout
10722891,,Melissa H. Brown,,,melissahbrown@armyspy.com,,Web Form Fillout
11149226,Inactive Investor,Ernest Crisologo,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",ernesto.b.crisologo@ampf.com,,Salesforce
9586105,,Linan Zhao,,,lzhao@4wealthfg.com,,List import
11064156,Inactive Investor,John Mauro,Chief Compliance Officer;President,"Mauro Capital Management, Inc.",,,Salesforce
10775154,Inactive Investor,George O'Brien,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,,,Salesforce
11021105,Inactive Investor,Lin Meng,,J.P. Morgan Securities LLC Sunnyvale CA 1234 W El Camino Real,,,Salesforce
9640219,,Phil Carr,,,phil.carr@nashville.gov,,List import
332823,,Phong Luu,Portfolio Manager,Covington Capital Management,p.luu@ccmwealth.com,,
11232587,Inactive Investor,Michael Benedict,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",michael.benedict@empower.com,,Salesforce
10902871,Inactive Investor,Lisa Carey,Senior Sales Associate,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",lisa.carey@raymondjames.com,,Salesforce
9575767,,Judy Martinez,,,j.lspelbring@yahoo.com,,List import
10647551,,Jeffrey Smith,,,jsmith@householdergroup.com,,List Import
11236038,Inactive Investor,Matthew Jester,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
11024610,Inactive Investor,Joshua Mullis,,State Farm VP Management Corp. Charlotte NC 4805 Park Rd,,,Salesforce
11131907,Inactive Investor,Nicole Slack,,"Wealth Management Advisors RIA, Inc.",,,Salesforce
10772970,Inactive Investor,Stephen Rizza,Independent Representative;Regional Vice President,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,srizza@primerica.com,,Salesforce
11222069,,Michael Licalsi,,,michael.licalsi@gladstonecompanies.com,,List import
9620221,,Glen Wang,,,glen.wang@masonstevens.com.au,,List import
11108412,Inactive Investor,Mark Christofferson,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 400 S Colorado Blvd",mark.christofferson@wellsfargo.com,,Salesforce
11039186,Inactive Investor,Erik Jonas,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",erik.jonas@nm.com,,Salesforce
10786418,Inactive Investor,Elizabeth Herbst,,"Raymond James & Associates, Inc.",beth.herbst@raymondjames.com,,Salesforce
197721,,Vincent LoVoi,,[Unknown],vlovoi@mimosatree.net,,source
9563435,,Reagan Goolcharan,,,rgoolcharan@wealthmanage.net,,List import
11011523,Inactive Investor,Marifrances Breaux,,Cetera Investment Services LLC New Orleans LA 3740 Elysian Fields Ave,,,Salesforce
10835225,Inactive Investor,Ryan Beckler,Assistant Chief Compliance Officer;Investment Advisor;Principal;Regulatory Contact,"Verity Wealth Advisors, LLC",ryan@veritywealth.com,,Salesforce
11065183,Inactive Investor,Nisha Musani,,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",nisha.musani@tiaa.org,,Salesforce
11108448,Inactive Investor,Brian Tirri,Chief Compliance Officer;Managing Partner;Member,"GreyCliff Wealth Management, LLC",,,Salesforce
10886102,Inactive Investor,Anita Kohlberg,,J.P. Morgan Securities LLC Ronkonkoma NY 130 Portion Rd,anita.k.green@jpmorgan.com,,Salesforce
10885217,Inactive Investor,Joseph Tetrault,Financial Advisor,Edward Jones Saint Cloud MN 1545 Northway Dr,joe.tetrault@edwardjones.com,,Salesforce
10881344,Inactive Investor,Jeffrey Leasure,,"Allstate Financial Services, LLC Windsor CA 88 Windsor River Rd",jeffreyleasure@allstate.com,,Salesforce
11102353,Inactive Investor,Gregory Harris,Financial Advisor;Managing Member,Klaren Capital,gregory.harris@klarencapital.com,,Salesforce
10979110,Inactive Investor,Jill Siebold,,Park Avenue Securities LLC,jill_siebold@glic.com,,Salesforce
10769392,Inactive Investor,Peter Waltman,,"Wellington Shields & Co., LLC",pwaltman@wellingtonshields.com,,Salesforce
234200,, -,,[[Unknown]],fiveousa@gmail.com,,
11180893,Inactive Investor,Andrianty Wibowo,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",yanti.wibowo@prudential.com,,Salesforce
11145333,Inactive Investor,Rene Espinal,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Stuart FL 729 SW Federal Hwy,rene.espinal@morganstanley.com,,Salesforce
10618167,,Kenneth Loebel,,,kloebel@madisonreps.com,,List Import
10850161,Inactive Investor,Kristain Krecota,Financial Advisor,"Ameriprise Financial Services, LLC Homer City PA 34 N Main St",kristain.krecota@ampf.com,,Salesforce
9555901,,Michael Urbik,,,murbik@hinsdaleassociates.com,,List import
11072947,Inactive Investor,Eric Mathus,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",eric.mathus@nm.com,,Salesforce
11113558,Inactive Investor,Joshua Renick,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",josh.renick@truist.com,,Salesforce
9640886,,Rafik Ghazarian,,,rghazarian@segaladvisors.com,,List import
10909381,Inactive Investor,Shawn Stites,Chief Compliance Officer,Stites Financial Consulting,shawn@stitesfc.com,,Salesforce
10774905,Inactive Investor,Aldo Busot,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,aldo.busot@morganstanley.com,,Salesforce
10970570,Inactive Investor,Patrick Meyer,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,patrickmeyer.team@fidelity.com,,Salesforce
11191407,Inactive Investor,Mary Naber,Chief Compliance Officer;Founder;Managing Member;President,Sage Stone Wealth Management LLC La Jolla CA 1020 Prospect St,mary_king@sagestonewealth.com,,Salesforce
10975410,Inactive Investor,Michael Gibbons,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Lancaster CA 2831 W Avenue L",michael.gibbons@usbank.com,,Salesforce
11016498,Inactive Investor,Grayson Waddle,Representative,PFS Investments Inc. Abingdon VA 851 French Moore Jr Blvd,gwaddle@primerica.com,,Salesforce
11027599,Inactive Investor,Luke Bagley,Financial Advisor,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",luke.bagley@prudential.com,,Salesforce
10811279,Inactive Investor,Anne Liebel,Financial Advisor,LPL Financial LLC Erie PA 127 W 6th St,aj.kulhanek@lpl.com,,Salesforce
344410,,George III,Investment Adviser Representative,"Royal Fund Management, Llc",americadirect.george@gmail.com,352-750-1637,Manual List Upload
348712,,Russell Pendleton,,"VALIC Financial Advisors, Inc.",russell.pendleton@valic.com,417-890-6744,
11169848,Inactive Investor,Gina Carosella,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",gina.carosella@ml.com,,Salesforce
9582823,,Jason O'Rourke,,,orourke.jason.m@gmail.com,,List import
10842685,Inactive Investor,Bethany Simpson,Financial Advisor,Edward Jones Klamath Falls OR 700 Main St,bethany.simpson@edwardjones.com,,Salesforce
10774040,Inactive Investor,David Lerer,,State Farm VP Management Corp. Columbia MD 8894 Stanford Blvd,,,Salesforce
10879948,Inactive Investor,Ethan Armstrong,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ethan.armstrong@fidelity.com,,Salesforce
10964369,Inactive Investor,Kylie Farmer,,"Equitable Advisors, LLC Longview TX 2393 H G Mosley Pkwy",kylie.farmer1@equitable.com,,Salesforce
10945060,Inactive Investor,Craig Irby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",,,Salesforce
10771604,Inactive Investor,Olga Kononenko,Senior Client Associate,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",olga.kononenko@wellsfargoadvisors.com,,Salesforce
11105324,Inactive Investor,Amy Cowger,,"Wells Fargo Clearing Services, LLC Wasilla AK 1701 E Parks Hwy",amy.j.cowger@wellsfargo.com,,Salesforce
11020269,Inactive Investor,Serenia Biery,,PFS Investments Inc. Wichita KS 1999 N Amidon Ave,sbiery@primerica.com,,Salesforce
10842878,Inactive Investor,Matthew Steward,Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,matthew.steward@ubs.com,,Salesforce
10909274,Inactive Investor,Aaron Gammon,,Cetera Investment Services LLC Bessemer AL 1290 Greenmor Dr,,,Salesforce
11035995,Inactive Investor,Jonathan Eng,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10997813,Inactive Investor,Gabrielle Boryk,,J.P. Morgan Securities LLC New Paltz NY 2 Plattekill Ave,gabrielle.boryk@jpmorgan.com,,Salesforce
10978970,Inactive Investor,Kayla Pomeroy,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
10790719,Inactive Investor,Joseph Carson,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",joseph.carson@53.com,,Salesforce
11052420,Inactive Investor,Marsha Vaughan,Senior Registered Associate,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,marsha.vaughan@morganstanley.com,,Salesforce
11233442,Inactive Investor,Yuhui Xie,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,yxie04@ft.newyorklife.com,,Salesforce
9541600,,Don Dillon,,,don@dilloncap.com,,List import
9614897,,Tonderai mapomba,,,tonyymapomba@gmail.com,,List import
11012100,Inactive Investor,Kyle Saltzman,,"Avantax Investment Services, Inc. Lafayette LA 2000 Kaliste Saloom Rd",,,Salesforce
10966266,Inactive Investor,Richard Alcorn,,PFS Investments Inc. Peoria AZ 9210 W Peoria Ave,richard.alcorn@primerica.com,,Salesforce
340705,,Jim Brendel,"Partner, Regional Managing Partner, Central",Moss Adams Wealth Advisors Llc,jim.brendel@mossadams.com,206-302-6500,Manual List Upload
11191964,Inactive Investor,Cynthia Castillo,Financial Advisor,LPL Financial LLC Minneapolis MN 7701 France Ave S,cynthia.castillo@lpl.com,,Salesforce
9567105,,Juan Jose Jimenez Ullate,,,juanjo_jimenez@hotmail.com,,List import
11158649,Inactive Investor,William French,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Investment Advisor;President,Red Oak Advisors LLC,,,Salesforce
10994376,Inactive Investor,Liam Doherty James,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",,,Salesforce
11138172,Inactive Investor,Christopher Wright,,Edward Jones Durango CO 900 Main Ave,josh.wright@edwardjones.com,,Salesforce
10892043,Inactive Investor,Jon Ylinen,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
10398600,,AMMAR Sajjad,,,ammarbhutta1001@gmail.com,,Web Form Fillout
9602163,,John Amore,,,john.amore@kestrafinancial.com,,List import
10808441,Inactive Investor,Lisa Gambill,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",lisa.gambill@wellsfargo.com,,Salesforce
6754814,,Harald Schmidt,,,harald.e.schmidt@gmail.com,015678617473,Web form fillout
351896,,Gianluigi Sepe,Vice President,Sfw Capital Partners,gsepe@sfwcap.com,914-510-8910,Manual List Upload
11165466,Inactive Investor,Zachary Payton,,"Raymond James Financial Services, Inc. Columbia MD 10500 Little Patuxent Pkwy",zach.payton@raymondjames.com,,Salesforce
11146186,Inactive Investor,Jennifer Rahn,,Morgan Stanley Chicago IL 233 S Wacker Dr,jennifer.venckus@morganstanley.com,,Salesforce
11083637,Inactive Investor,Brittany Hester,,"Fifth Third Securities, Inc. Madisonville KY 1389 Whittington Dr",brittany.hester@53.com,,Salesforce
11072109,Inactive Investor,Laurence Diamond,Consulting Group Analyst,Morgan Stanley Hartford CT 225 Asylum St,larry.diamond@morganstanley.com,,Salesforce
10857737,Inactive Investor,Debora Craig,Senior Financial Advisor,Commonwealth Financial Network Traverse City MI 2915 Garfield Rd N,,,Salesforce
9619262,,JEW Yap,,,yapjewjason@gmail.com,,List import
11025763,Inactive Investor,Adam Way,Chief Compliance Officer;Chief Executive Officer;Founder,"Global Wealth Strategies and Associates, LLC Denver CO 3200 Cherry Creek South Dr",adam@gwsa.us,,Salesforce
147683,,Mariusz kowalsky,,[Unknown],everestcarpentry@gmail.com,,
11145444,Inactive Investor,Curtis Henderson,,"Cadaret, Grant & Co., Inc. Youngstown NY Private Residence",chenderson@cadaretgrant.com,,Salesforce
9564328,,Micah Moscovis,,,mmoscovis@financialguide.com,,List import
9602620,,soulan hitery,,,ledapas883@crtsec.com,,List import
11106215,Inactive Investor,Stacey Jacobson,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",stacey.a.jacobson@ampf.com,,Salesforce
11137902,Inactive Investor,Kelly Braun,Financial Advisor,Commonwealth Financial Network Coronado CA 1013 Park Pl,kronimus@commonwealth.com,,Salesforce
113064,,Renee Berreth,Operations Coordinator,Lincoln Financial Advisors Corporation,renee.berreth@lfg.com,615-846-3333,
11200281,Inactive Investor,Loren Jones,,"Stifel, Nicolaus & Company, Incorporated Wichita Falls TX 2525 Kell Blvd",,,Salesforce
10832565,Inactive Investor,John Pickering,Managing Director,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",mark.pickering@raymondjames.com,,Salesforce
11118154,Inactive Investor,Hugh Miller,,NYLIFE Securities LLC Rochester NY 3708 Saint Paul Blvd,hwmiller@ft.newyorklife.com,,Salesforce
11075949,Inactive Investor,Carrie Miller,Member;Partner;Regulatory Contact,"Trellis Wealth Advisors, LLC",carrie@trelliswealth.com,,Salesforce
10847299,Inactive Investor,Gregory Stahl,Financial Advisor,LPL Financial LLC Tampa FL 601 Bayshore Blvd,gregory.stahl@lpl.com,,Salesforce
10950790,Inactive Investor,Brandon Willett,Financial Advisor,"OneAmerica Securities, Inc. Indianapolis IN 50 E 91st St",brandon.willett@oneamerica.com,,Salesforce
9632886,,Michael Horan,,,mhoran1@iit.edu,,List import
11075615,Inactive Investor,Gwendolyn Campbell,,"Independent Financial Group, LLC Woodland Hills CA 20750 Ventura Blvd",,,Salesforce
11205356,Inactive Investor,Zachary Powell,,"Bessemer Investor Services, Inc.",,,Salesforce
10812989,Inactive Investor,Audre Melsbakas,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11287427,,Alejandro Constanzo,,,alejandroconstanzo1@gmail.com,,Web Form Fillout
9635317,,Kristian Ruiz,,,kruiz@iwpcapital.com,,List import
181991,,Austin Rogers,,[Unknown],austinrgrs3@gmail.com,,Organic Search
10984906,Inactive Investor,Andrew Dokken,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",andrewdokken@weg1.com,,Salesforce
10919813,Inactive Investor,James Henry,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wdm IA Private Residence",henry.jim@principal.com,,Salesforce
10577425,,DELIO TRAMONTOZZI,,,dtramontozzi9@gmail.com,,Web Form Fillout
9544985,,William Peck,,,wpeck@wisdomtree.com,,List import
10983196,Inactive Investor,Joanne McKnight,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
9582408,,Randal Nardone,,,rnardone@fortress.com,,List import
11002495,Inactive Investor,Kimberly Breedlove,Broker,Citigroup Global Markets Inc. Florence KY 4600 Houston Rd,kimberly.breedlove@citi.com,,Salesforce
10919490,Inactive Investor,Jeffrey Cole,Chief Compliance Officer;President,"Cole Investment Advisors, Inc.",,,Salesforce
10876418,Inactive Investor,Keith Eason,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",keith.eason@valic.com,,Salesforce
10944021,Inactive Investor,Qianhong Shi,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",qianhong.shi@tfaconnect.com,,Salesforce
11016237,Inactive Investor,Melinda Marston,,"Lighthouse Capital Group, LLC",mmarston@jrw.com,,Salesforce
10956318,Inactive Investor,Allison Young,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11019790,Inactive Investor,Samuel Oseguera,,J.P. Morgan Securities LLC Chicago IL 238 N State St,samuel.oseguera@jpmorgan.com,,Salesforce
10889204,Inactive Investor,Maria Ulaj,,J.P. Morgan Securities LLC Washington MI 64970 Van Dyke Rd,maria.ulaj@jpmorgan.com,,Salesforce
11109366,Inactive Investor,Stephen Pinckney,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10854405,Inactive Investor,Mark Lasko,Financial Executive,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",marklasko@financialguide.com,,Salesforce
11219989,,Brandon Kipp,,,bkipp@meederinvestment.com,,Other
10722449,,Gül Önal,,,ghgbbekb2016@gmail.com,,Web Form Fillout
10777888,Inactive Investor,Erik Snyder,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,erik.snyder@fidelity.com,,Salesforce
9571779,,Stacy Matthews,,,smatthews@massmutual.com,,List import
11235630,Inactive Investor,Scott Ross,Strategic Advisor,OWLFI Alpine UT Private Residence,scott@owlfi.com,,Salesforce
10969352,Inactive Investor,Ronnie Uribe,,"Voya Financial Advisors, Inc. El Paso TX 701 Post Oak Ct",ronnie.uribe@voya.com,,Salesforce
9596613,,David Rogal,,,david.rogal@blackrock.com,,List import
11146860,Inactive Investor,Eugene O'Dell,President;Senior Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Springfield MO 4650 S National Ave",gene.odell@wellsfargoadvisors.com,,Salesforce
10879438,Inactive Investor,Corey Cohee,Private Wealth Advisor,"Citizens Securities, Inc. Glen Mills PA 1071 Baltimore Pike",corey.m.cohee@citizensbank.com,,Salesforce
11070543,Inactive Investor,Holly Yarbrough,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Denver CO 3000 E 3rd Ave,holly.b.yarbrough@chase.com,,Salesforce
10865756,Inactive Investor,Marcia Allen,,PFS Investments Inc. Brentwood TN 1804 Williamson Ct,marcia.allen@primerica.com,,Salesforce
10901593,Inactive Investor,Cody Bowman,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9622963,,Don Hetrick,,,shadowspirit75013@hotmail.com,,List import
11168899,Inactive Investor,John Kraus,,"Allegheny Investments, Ltd.",jkraus@alleghenyfinancial.com,,Salesforce
10919962,Inactive Investor,Yeva Logina,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10894238,Inactive Investor,Taylor Beard,Financial Advisor,LPL Financial LLC Glen Allen VA 4801 Cox Rd,david.beard@lpl.com,,Salesforce
10971003,Inactive Investor,Jason Jennings,Financial Advisor;Vice President,"Crews & Associates, Inc. Searcy AR 314 N Spring St",jjennings@crewsfs.com,,Salesforce
10783783,Inactive Investor,Christopher Massey,,"Frost Brokerage Services, Inc. Fort Worth TX 640 Taylor St",cmassey@frostbank.com,,Salesforce
10845199,Inactive Investor,Carlos Lowenberg,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Masterpiece Capital, LLC",clowenberg@lwmg.com,,Salesforce
10771816,Inactive Investor,Kimili Mason,,Morgan Stanley Alpharetta GA 3 Edison Dr,kimili.mason@morganstanley.com,,Salesforce
11131803,Inactive Investor,John Triplett,,"Avantax Investment Services, Inc. Las Vegas NV 7473 W Lake Mead Blvd",,,Salesforce
11146903,Inactive Investor,Cathy Foster,,"Osaic Wealth, Inc. China Grove NC 603 N Main St",,,Salesforce
11184345,Inactive Investor,Bryan Zimmerling,Financial Advisor,Thrivent Investment Management Inc. Pleasanton CA 7011 Koll Center Pkwy,bryan.zimmerling@thrivent.com,,Salesforce
10988190,Inactive Investor,Robert Schultz,Senior Compliance Officer;Vice President,Robert W. Baird & Co. Incorporated,,,Salesforce
9624142,,alex isaacs,,,2015seagroup@gmail.com,,List import
225032,,Catherine Woods,,[Unknown],catherine@zodia-markets.com,,Direct
11025810,Inactive Investor,Matthew Gray,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",matthew.gray@rbc.com,,Salesforce
11047514,Inactive Investor,Kamlesh Vaswani,,LifeMark Securities Corp. Fairfield NJ 277 Fairfield Rd,kvaswani@lifemark.com,,Salesforce
11161321,Inactive Investor,Benjamin Heise,Financial Advisor;Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",benjamin.heise@rbc.com,,Salesforce
10646052,,Maria Giannini,,,mgiannini@wintrustwealth.com,,List Import
11086119,Inactive Investor,Jill Ellis-Craig,,"Allstate Financial Services, LLC Rockford IL 4855 E State St",jillelliscraig@allstate.com,,Salesforce
11144838,Inactive Investor,Brooke Duncan,,Edward Jones Kings Mountain NC 307 E King St,brooke.duncan@edwardjones.com,,Salesforce
11015193,Inactive Investor,David Hashagen,,"Allstate Financial Services, LLC King Of Prussia PA 580 Shoemaker Rd",,,Salesforce
10856537,Inactive Investor,Andrew Gift,,LPL Financial LLC Denver CO 2960 Simms St,andrew.gift@lpl.com,,Salesforce
10754229,Inactive Investor,Tedi Infante,Portfolio Associate,Morgan Stanley Dallas TX 8383 Preston Center Plz,tedi.infante@ms.com,,Salesforce
11105093,Inactive Investor,Jonathan Deines,Financial Advisor,Edward Jones Beatrice NE 903 Court St,jon.deines@edwardjones.com,,Salesforce
70585,,Ran Shaham,Chief Compliance Officer And Chief Financial Officer,"Whitefort Capital Management, Lp",rshaham@whitefortcapital.com,212-259-4370,Manual List Upload
10559416,,Tyler Test,,,tyler@nomadmktg.com,,Web Form Fillout
11045529,Inactive Investor,Denise Moore,,Commonwealth Financial Network San Antonio TX 1901 NW Military Hwy,dmoore@commonwealth.com,,Salesforce
10798348,Inactive Investor,Gina Timko,Family Wealth Advisor;Financial Advisor;Financial Planner;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,gina.timko@morganstanley.com,,Salesforce
10813163,Inactive Investor,Walter Duke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",walter_dukejr@ml.com,,Salesforce
11109835,Inactive Investor,Matthew Mann,,LPL Financial LLC Bloomsburg PA 279 Columbia Mall Dr,matthew.mann@lpl.com,,Salesforce
10818133,Inactive Investor,Faith Smith,Client Service Associate,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,faith.smith@opco.com,,Salesforce
11210399,Inactive Investor,James Hynes,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,james.hynes@jpmorgan.com,,Salesforce
143904,,Byron Taylor,,[Unknown],bctaylor336@gmail.com,,
10878486,Inactive Investor,Ian Smith,Managing Director,Silvercrest Asset Management Group LLC,ismith@silvercrestgroup.com,,Salesforce
11039920,Inactive Investor,Douglas Andrey,Chief Compliance Officer,"Andrey, Douglas",,,Salesforce
11016919,Inactive Investor,Christopher Nevermann,Financial Advisor,Edward Jones Fort Atkinson WI 1606 Madison Ave,chris.nevermann@edwardjones.com,,Salesforce
349883,,Amber Kodad,"Director, Advisor Resource Center",The Wealth Consulting Group,amber@wealthcg.com,702-263-1919,Manual List Upload
10935720,Inactive Investor,Christopher Baker,Financial Advisor;Sales Assistant,LPL Financial LLC Dallas TX 100 Crescent Ct,christopher.baker@lpl.com,,Salesforce
10966152,Inactive Investor,Matthew Howell,Director;Investment Strategist,Brighton Jones LLC,matt.howell@brightonjones.com,,Salesforce
10957187,Inactive Investor,Josue Pasarell,,"Robinhood Financial, LLC",josue.pasarell@robinhood.com,,Salesforce
10885768,Inactive Investor,Joseph Downing,,Commonwealth Financial Network Fort Wayne IN 10319 Dawsons Creek Blvd,jdowning@commonwealth.com,,Salesforce
11019826,Inactive Investor,Samuel Porte,,J.P. Morgan Securities LLC New York NY 32 University Pl,samuel.porte@jpmorgan.com,,Salesforce
353356,,Arhant Batra,,Almitas,abatra@almitascapital.com,,Organic Search
10887877,Inactive Investor,Gabriella Andras,,"Avantax Investment Services, Inc.",,,Salesforce
10853806,Inactive Investor,Jason Bass,Chief Compliance Officer;Director - Operations;Member,Cordatus Wealth Management LLC,jbass@cordatuswealth.com,,Salesforce
10993317,Inactive Investor,Gabriella Ahern,Assistant;Investment Advisor Representative,"Beaulieu & Associates, LLC",gabriella@jimbeaulieu.com,,Salesforce
10760840,Inactive Investor,Vernon Jarman,Financial Advisor,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,gary.jarman@morganstanley.com,,Salesforce
10981442,Inactive Investor,Juan Castaneda,,"Allstate Financial Services, LLC Baldwin Park CA 1624 Puente Ave",jcastaneda@allstate.com,,Salesforce
9543691,,bruce casher,,,brucecasher@hotmail.com,,List import
9633543,,Michael Fairbanks,,,fairbanks.ma@comcast.net,,List import
153273,,Bradley Sheldon,,[Unknown],brad.sheldon117@gmail.com,,
10773532,Inactive Investor,Ronald Riehs,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",ronald_riehs@ml.com,,Salesforce
9603807,,POLINA GOLNIKOVA,,,polina@weybridge.capital,,List import
216367,,Jimmie Strong,,[Unknown],strongworldfitness@gmail.com,,Event
9628496,,Joan Lensing,,,jlensing@mminst.org,,List import
11089916,Inactive Investor,Stacey Alan,Financial Advisor;Founder;Managing Member,"American Freedom Investments, LLC",,,Salesforce
11031774,Inactive Investor,Beau Riggs,,"Raymond James Financial Services, Inc. Buffalo NY 217 Linwood Ave",,,Salesforce
10874680,Inactive Investor,Edmund DeNapoli,,"HighTower Securities, LLC",tdenapoli@hightoweradvisors.com,,Salesforce
10976478,Inactive Investor,James Davis,Member,Aspen Wealth Management,jim@aspenwealthmgmt.com,,Salesforce
9616885,,Gabriel Wechter,,,gabrielw76@hotmail.com,,List import
11054192,Inactive Investor,Lonnie Schaffer,,"Samuel A. Ramirez & Company, Inc. Albany NY 350 Northern Blvd",lonnie.schaffer@ramirezco.com,,Salesforce
11172834,Inactive Investor,Michael Charpentier,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,michael.charpentier@fidelity.com,,Salesforce
10868490,Inactive Investor,Nicholas Morang,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,nick.morang.cqz7@statefarm.com,,Salesforce
11017724,Inactive Investor,Katherine Wara,,State Farm VP Management Corp. Clovis CA 332 Pollasky Ave,,,Salesforce
11063664,Inactive Investor,Monica Floyd,,PFS Investments Inc. Riverside CA 647 Main St,monica.floyd@primerica.com,,Salesforce
9589697,,Michael Moore,,,mmoore@amminvest.com,,List import
10917936,Inactive Investor,Philip Berkman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9586253,,Jamar Miller,,,jamar.miller@fmr.com,,List import
11106867,Inactive Investor,Isaiah Montgomery,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,isaiah.montgomery@fmr.com,,Salesforce
11121295,Inactive Investor,Emanuel Grad,Financial Advisor,LPL Financial LLC Tualatin OR 8215 SW Tualatin Sherwood Rd,rick.grad@lpl.com,,Salesforce
349818,,William Conner,Managing Member,"Itrust Asset Management, Llc",bill.conner@lpl.com,859-425-1222,Manual List Upload
11105922,Inactive Investor,Hope Salas,,PFS Investments Inc. Houston TX 2636 S Loop W,hopeevelenasalas@primerica.com,,Salesforce
9627499,,Jose Luis Garcia,,,jlmgabean@gmail.com,,List import
10862716,Inactive Investor,Frank Youngstrom,,"Realta Equities, Inc. Boise ID 1141 S Allante Ave",fyoungstrom@coastal-one.com,,Salesforce
11082438,Inactive Investor,Charles Harlan,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",charlesharlan@northwesternmutual.com,,Salesforce
9634750,,Evelyn Haralampu,,,eharalampu@blasset.com,,List import
11135146,Inactive Investor,Oona Raffensberger,Business Productivity Specialist;Senior Private Client Associate,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,oraffensberger@janney.com,,Salesforce
11156426,Inactive Investor,Sean Mccarthy,,"Equity Services, Inc. Chicago IL 1 N Franklin St",smccarthy@nationallife.com,,Salesforce
11205870,Inactive Investor,Meng Li,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,,,Salesforce
9583775,,Gwendolyn Landry,,,gwendolynlandry731@gmail.com,,List import
10887469,Inactive Investor,Carl Kielbasa,,"Centaurus Financial, Inc. Cadillac MI 7877 Mackinaw Trl",ckielbasa@cfiemail.com,,Salesforce
11044257,Inactive Investor,Ryan Banning,Financial Advisor,Morgan Stanley Irvine CA 1901 Main St,ryan.banning@morganstanley.com,,Salesforce
11053181,Inactive Investor,Robert Benkovich,,B & A Sector Watch,,,Salesforce
10839349,Inactive Investor,Karen Starbowski,Financial Advisor;Financial Planner,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",kstarbowski@financialguide.com,,Salesforce
10487772,,Clark Hodges,"Chief Marketing Officer, Executive Vice President - Business Development",Hodges Capital Management Inc,clarkhodges@hodgescapital.com,,List Import
10757185,Inactive Investor,Jacob Jones,Assistant Vice President;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10968492,Inactive Investor,Vi Phung,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9647407,,Seng Suythea,,,suytheahong@gmail.com,,List import
9553625,,Prapatsara Naksuth,,,prapatsara2910@gmail.com,,List import
11174590,Inactive Investor,Bryant Barton,,"Equitable Advisors, LLC Greenville SC 141 Traction St",bryant.barton@equitable.com,,Salesforce
229673,, -,,[[Unknown]],alaskaspring@aol.com,,Organic Search
10808287,Inactive Investor,Brian Reilly,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",brian.reilly@gwrs.com,,Salesforce
11128678,Inactive Investor,Mary Hay,,Morgan Stanley Butler PA 101 Decatur Dr,mary.a.hay@morganstanley.com,,Salesforce
10603791,,Tammy Jones,"Chief Executive Officer, Co-Founder, President",Basis Management Group LLC,tammyjones@basisinvgroup.com,,List import
10905604,Inactive Investor,Nicholas Aguglia,Vice President,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",nicholas.aguglia@equitable.com,,Salesforce
11121406,Inactive Investor,Brian Franczyk,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",brian.franczyk@nm.com,,Salesforce
10847265,Inactive Investor,Eric Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Catonsville MD 860 N Rolling Rd",eric.f.jones@wellsfargo.com,,Salesforce
332735,,Dave Sam,,TBD,xertechnology@gmail.com,07060484804,
1001764,Inactive Investor,Tony Pritzker,Co-Founder & Managing Partner,Pritzker Group,tpritzker@pritzkergroup.com, +1 310 575 9400,Database Upload
10661751,,Christopher Delarme,,,chris@firstwealthadvisory.com,,List Import
11014817,Inactive Investor,Nicholas Mcghee,,Cetera Advisor Networks LLC Springfield IL 2659 W Lawrence Ave,,,Salesforce
11236792,Inactive Investor,Gary Harris,Investment Advisor Representative,Cornerstone Advisors LLC,gary.harris@cornerstonefn.com,,Salesforce
10848225,Inactive Investor,Ted Newman,Financial Professional Emeritus,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",ted.newman@prudential.com,,Salesforce
10915448,Inactive Investor,Kerry Schepers,,"Cambridge Investment Research, Inc. Maquoketa IA 107 E Quarry St",,,Salesforce
10969501,Inactive Investor,William Haring,Associate,Dominari Securities LLC,william@dominarisecurities.com,,Salesforce
10773621,Inactive Investor,Angela Popek,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,angela.popek@fidelity.com,,Salesforce
10832429,Inactive Investor,Crista McKenna,Financial Advisor,LPL Financial LLC Allendale NJ Private Residence,crista.l.mckenna@lpl.com,,Salesforce
10785019,Inactive Investor,Desiree Irizarry,Financial Consultant,"Popular Securities, LLC San Juan 209 Ave Ponce De Leon",,,Salesforce
11048084,Inactive Investor,Matthew Clark,,"OneAmerica Securities, Inc.",matt.clark@oneamerica.com,,Salesforce
10867033,Inactive Investor,Jack Hoyt,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,jack.hoyt@lpl.com,,Salesforce
176363,,Pauline Birbal,Senior Finance Officer,[Unknown],pauline.birbal@southwark.gov.uk, +44 (0) 207 525 2303,Database Upload
10895527,Inactive Investor,Robert Roland,Financial Advisor,LPL Financial LLC Tarrytown NY 120 White Plains Rd,robert.roland@lpl.com,,Salesforce
9561492,,Joe Vacca,,,joeann.vacca@fmr.com,,List import
11052248,Inactive Investor,Sean Bayer,,LPL Financial LLC Black Earth WI Private Residence,sean.bayer@lpl.com,,Salesforce
154498,,peter mil,,[Unknown],report11@nym.hush.com,,
10939383,Inactive Investor,William Huntley,Financial Advisor,"Ameriprise Financial Services, LLC Summit NJ 129 Summit Ave",william.1.huntley@ampf.com,,Salesforce
10789316,Inactive Investor,Kathren Hernan,,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",,,Salesforce
4849078,,Rosa Duquette,,,erex62@yahoo.com,,Web form fillout
9636742,,Kelly Weller,,,kweller@greatlakesadvisors.com,,List import
11150000,Inactive Investor,Jamie Freidhof,,LPL Financial LLC Newton Lower Falls MA 2227 Washington St,jamie.freidhof@lpl.com,,Salesforce
10898634,Inactive Investor,Meenakshi Saxena,Premier Banker,"Wells Fargo Clearing Services, LLC Menlo Park CA 325 Sharon Park Dr",meenakshi.saxena@wellsfargoadvisors.com,,Salesforce
10989871,Inactive Investor,Jaunel Mckenzie,,J.P. Morgan Securities LLC New York NY 302 W 12th St,jaunel.mckenzie@jpmorgan.com,,Salesforce
10821848,Inactive Investor,Katherine Gros,Client Service Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,katherine.gros@ubs.com,,Salesforce
10977669,Inactive Investor,Michael Rawls,Financial Advisor,CG Advisory Services Richmond VA 9100 Arboretum Pkwy,mrawls@mycgfinancial.com,,Salesforce
9621117,,Robert Tabamo,,,robert.tabamo@yahoo.com,,List import
10957218,Inactive Investor,Jackson Burkmire,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",jackson.burkmire@ml.com,,Salesforce
11150079,Inactive Investor,Daniel Coleman,Financial Advisor,Edward Jones Kalamazoo MI 6860 Stadium Dr,dan.coleman@edwardjones.com,,Salesforce
10946406,Inactive Investor,Colin Tooey,,Cetera Investment Services LLC Canonsburg PA 400 Southpointe Blvd,colin.tooey@ceterainvestors.com,,Salesforce
10778410,Inactive Investor,Lori Haertel,Portfolio Associate,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,lori.l.haertel@morganstanley.com,,Salesforce
9558341,,Kenneth Ochiabuto,,,icoinec@gmail.com,,List import
11194731,Inactive Investor,Carol Warren,Financial Advisor,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",carolwarren@synovus.com,,Salesforce
9608383,,Qwe Rty,,,shihab.fadel@ldaho.biz,,List import
11120352,Inactive Investor,Lindsey Little,,J.P. Morgan Securities LLC Wyoming MI 1825 44th St SW,lindsey.little@jpmorgan.com,,Salesforce
9589195,,Lucinda Segers,,,cindy@nbzcpa.com,,List import
10777063,Inactive Investor,Laura Delannoy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,laura.delannoy@fidelity.com,,Salesforce
9563159,,Timothy Maurer,,,tmaurer@bamadvisor.com,,List import
11239073,Inactive Investor,John Yackel,,Trucendent,john.yackel@trucendent.com,,Salesforce
9616117,,Fletcher Keith,,,kfletcher@jahft.com,,List import
10696193,,James Bonnet,,M.S. Howells & Co.,jimbonnet@yahoo.com,,List Import
11060542,Inactive Investor,John Krakowiak,Consulting Director;First Vice President;Institutional Consultant,Morgan Stanley Troy MI 101 W Big Beaver Rd,john.krakowiak@morganstanley.com,,Salesforce
10958607,Inactive Investor,Andre Muhammad,,"Transamerica Financial Advisors, Inc Laurel MD 14203 Park Center Dr",andre.muhammad@tfaconnect.com,,Salesforce
10996390,Inactive Investor,Jerry Greene,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jerry.greene@jpmorgan.com,,Salesforce
11055711,Inactive Investor,Michael Guess,Financial Advisor,"Next Financial Group, Inc. Pulaski TN 111 S 1st St",,,Salesforce
10960515,Inactive Investor,Cristina Pisoni,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10916467,Inactive Investor,Simon Hilliard,Chief Compliance Officer;Financial Advisor;Managing Member;Partner,"Wellington Adams Investment Advisory, LLC",shilliard@wellingtonadams.com,,Salesforce
9576274,,Todd Buck,,,todd.buck@envestnet.com,,List import
11234573,Inactive Investor,Steven Zimmerman,Relationship Manager,"Polen Capital Management, LLC West Bloomfield,  MI Private Residence",,,Salesforce
10808887,Inactive Investor,Michael Corbella,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Lincoln CA 33 Lincoln Blvd",michael.corbella@wellsfargoadvisors.com,,Salesforce
10659787,,Paul Vinkler,,,pvinkler@financialguide.com,,List Import
11144805,Inactive Investor,Kenneth Berk,Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,kenneth.berk@morganstanley.com,,Salesforce
9635249,,Zemach Sternberg,,,zemach@lakehillgroup.com,,List import
374401,,Steven Farris,"Chief Compliance Officer, Managing Member, Member",Aquilant Advisors,steven@aquilantadvisors.com,314-309-2078,Salesforce
11238452,Inactive Investor,Virginia Barausky,,Pinnavle,virginia.barausky@pinnacleifs.com,,Salesforce
9547702,,Judah Ohayon,,,judahohayon@yahoo.ca,,List import
11219171,,Clifton Rowe,,,crowe@loomissayles.com,,Other
9544509,,Cindy Cohen,,,cindycohen29@comcast.net,,List import
11094752,Inactive Investor,John Stoj,Chief Compliance Officer;Financial Advisor;Founder;Owner,Verbatim Financial,john.stoj@verbatimfinancial.com,,Salesforce
9559316,,Travis Lethco,,,travis@semmax.com,,List import
10811033,Inactive Investor,David Zimmerman,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",david_zimmerman@ml.com,,Salesforce
231305,, -,,[[Unknown]],lewisjr.jt@gmail.com,,Paid Search
10855542,Inactive Investor,Jessica Ashmore,Financial Advisor,Edward Jones Decatur IL 385 E Ash Ave,jessica.ashmore@edwardjones.com,,Salesforce
10803810,Inactive Investor,Patrick Sullivan,,LPL Financial LLC Morristown NJ 305 Madison Ave,pat@lpl.com,,Salesforce
10929183,Inactive Investor,Ralph Kapalczynski,Financial Advisor,LPL Financial LLC Lansing MI 6250 S Cedar St,ralph.kapalczynski@lpl.com,,Salesforce
11092001,Inactive Investor,Amir Amadi,Advisor;Chief Financial Officer;Managing Partner,Centricity Financial LLC,,,Salesforce
9646271,,Fiona Cubitt,,,squirrelsuperfund@gmail.com,,List import
11207033,Inactive Investor,Andrea Rodriguez,,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",andrea.rodriguez@ampf.com,,Salesforce
9581412,,Will Seidner,,,willseidner@gmail.com,,List import
11190697,Inactive Investor,Sean Lynch,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",slynch3@ml.com,,Salesforce
11104585,Inactive Investor,Seth Longton,Financial Advisor,PNC Investments Trenton MI 1725 King Rd,seth.longton@pnc.com,,Salesforce
9558083,,Matthew Case,,,matthew.case@fidelity.com,,List import
8480393,,james kauchak,,truist,james.kauchak@truist.com,(407) 237-5004,List Import
10939098,Inactive Investor,Felix Chunuwe,,PFS Investments Inc. Lombard IL 246 E Janata Blvd,felix.chunuwe@primerica.com,,Salesforce
11052161,Inactive Investor,Robert Tomlinson,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10658824,,Justin Rosenblume,,,justin.rosenblume@lpl.com,,List Import
11188194,Inactive Investor,Alexander Rogers,,"Farmers Financial Solutions, LLC Eugene OR 1158 Garfield St",arogers@farmersagent.com,,Salesforce
10878517,Inactive Investor,Adriana Guez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10873719,Inactive Investor,Mark Prutzman,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,markprutzman@statefarm.com,,Salesforce
9570513,,Jef Mitcham,,,jef.mitcham@icloud.com,,List import
11131930,Inactive Investor,Todd Moss,Chief Compliance Officer;Founder;Managing Partner,"Greystone Financial Group, LLC",tmoss@polarisgreystone.com,,Salesforce
11061268,Inactive Investor,Corissa Barreiro,,"Cambridge Investment Research, Inc. Jacksonville FL 14797 Philips Hwy",,,Salesforce
10966858,Inactive Investor,Joseph Larue,Paraplanner,"Ameriprise Financial Services, LLC Shakopee MN 1275 Ramsey St",joseph.larue@ampf.com,,Salesforce
10614644,,Michael Brathwaite,"Financial Advisor, First Vice President - Wealth Management",,michael.brathwaite@morganstanley.com,,List Import
9596648,,Robert Heinrichs,,,rheinrichs@veritablelp.com,,List import
336240,,Susan Yu,Partner,"Alternative Investment Management, Llc",susan@aim13.com,212-557-6191,Manual List Upload
9570576,,Amir Chini,,,achini@mudrickcapital.com,,List import
10948859,Inactive Investor,Cameron Dwan,Investment Advisor,Fisher Investments,,,Salesforce
10959576,Inactive Investor,Randall Hardin,,Momentum Independent Network Inc. Mansfield TX 600 Strada Cir,davis.hardin@momentumin.com,,Salesforce
10488607,,Daniel Plumlee,Partner & Chief Investment Officer,"L & B Realty Advisors, Llp",dplumlee@lbrealty.com,,List import
10618186,,Jillian Kucik,,,jillian.kucik@valic.com,,List Import
10617083,,Douglas Buuck,,,douglas.m.buuck@ampf.com,,List Import
9601620,,Mike M,,,mcryptofan@gmail.com,,List import
11213187,Inactive Investor,Courtney Leous,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,courtney.leous@fmr.com,,Salesforce
10832160,Inactive Investor,Meri Ramazio,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Boca Raton FL 4855 Technology Way,meri.ramazio@morganstanley.com,,Salesforce
11207526,Inactive Investor,Leor Getzel,Financial Advisor;Wealth Advisor,LPL Financial LLC Englewood CO 5251 DTC Pkwy,leor.getzel@lpl.com,,Salesforce
10884301,Inactive Investor,Elizabeth Macdougall,Compliance Manager;Financial Advisor;Regulatory Contact;Vice President;Wealth Advisor,MacDougall Financial Counseling,liz@macdougallfinancial.com,,Salesforce
10913376,Inactive Investor,Jon McKnight,Financial Advisor,LPL Financial LLC Dyersburg TN 1385 Flowering Dogwood Ln,jon.d.mcknight@lpl.com,,Salesforce
11175674,Inactive Investor,Jamie Jackson,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jamie.jackson@schwab.com,,Salesforce
226089,, -,,[[Unknown]],pinnacor@comcast.net,,Initial Salesforce Import
10885078,Inactive Investor,John Hollands,,J.P. Morgan Securities LLC San Clemente CA 638 Camino De Los Mares,john.m.hollands@jpmorgan.com,,Salesforce
9604955,,Tsakani Mhlarhi,,,tsakanim42@gmail.com,,List import
10925571,Inactive Investor,Darrell Jones,,"Osaic Wealth, Inc. Louisville OH Private Residence",,,Salesforce
10883961,Inactive Investor,Mikasa Grzebielski,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Portland OR 8205 SW Beaverton Hillsdale Hwy",mikasa.grzebielski@usbank.com,,Salesforce
9598162,,Michael Aldrich,,,maldrich@brownadvisory.com,,List import
9558523,,Nicholas Jay,,,nick@craftsmanconstruction.ca,,List import
11151208,Inactive Investor,Sharisma Daniel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11141547,Inactive Investor,Deborah Hightower,,Morgan Stanley Peoria AZ 16155 N 83rd Ave,deborah.hightower@morganstanley.com,,Salesforce
9636635,,Ingrid Trawinski,,,ingrid.trawinski@metropolegestion.fr,,List import
189340,,Lisa Vieira,,[Unknown],ljinc@mail.com,,
9546800,,Abhijit Dasgupta,,,abhijit.dasgupta@genpact.com,,List import
10779306,Inactive Investor,Bruce Fryer,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,bruce.s.fryer@morganstanley.com,,Salesforce
10925231,Inactive Investor,Angela Lemmon,Financial Advisor,Edward Jones Fostoria OH 113 E Center St,angela.lemmon@edwardjones.com,,Salesforce
11025256,Inactive Investor,Dane Power,Financial Advisor,Edward Jones Hutchinson KS 900 E 27th Ave,dane.power@edwardjones.com,,Salesforce
10771531,Inactive Investor,David Belport,Managing Director,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",david.belport@wellsfargoadvisors.com,,Salesforce
11008467,Inactive Investor,Kim Huber,Family Wealth Advisor,The Wealth Consulting Group Chico CA 418 Broadway St,khuber@wealthcg.com,,Salesforce
9127787,,Brian Friedman,,,brian.friedman@brevanhoward.com,,List Import
11235315,Inactive Investor,Camryn Olson,Financial Advisor,"INVST, LLC",camryn@invst.com,,Salesforce
10904386,Inactive Investor,Megan Layne,Financial Advisor,Edward Jones Prineville OR 446 NW 3rd St,megan.layne@edwardjones.com,,Salesforce
10868414,Inactive Investor,Patrick O'Connor,Managing Principal;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Algonquin IL 2312 Esplanade Dr",p.oconnor@wfafinet.com,,Salesforce
11123317,Inactive Investor,Harvi Singh,,Goldman Sachs & Co.,,,Salesforce
11110945,Inactive Investor,James Duty,Chief Compliance Officer;Co-Founder;Member;Owner;Partner,"Roseline Capitol Advisors, LLC",jduty@theroselinegroup.com,,Salesforce
10930961,Inactive Investor,Damian Palfini,Chief Compliance Officer;President;Wealth Planner,Cavalot Capital,damian@cavalotcapital.com,,Salesforce
11061457,Inactive Investor,Francis Pineno,Managing Director;Senior Wealth Advisor,"Dakota Wealth, LLC Richmond VA 7275 Glen Forest Dr",fpineno@dakotawm.com,,Salesforce
11133196,Inactive Investor,Betty Renner,Director;Senior Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",bj.renner@ml.com,,Salesforce
9605177,,Jordan Irving,,,jordan.irving@glenmede.com,,List import
9573494,,Jacob Dweck,,,jacob.dweck@citadel.com,,List import
11126957,Inactive Investor,Margaret Jackson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",margaret.jackson@rbc.com,,Salesforce
103264,,Peter Vigna,,Mlip,vigna416@gmail.com,4168901837,
11056394,Inactive Investor,Alejandro Angel,,PFS Investments Inc. Miami FL 10300 SW 72nd St,aangel@primerica.com,,Salesforce
9542283,,Curt Leng,,,curtleng1010@gmail.com,,List import
10931195,Inactive Investor,Lindsay Haas,,"Ameritas Investment Company, LLC New Braunfels TX 1424 N Walnut Ave",lhaas@ameritas.com,,Salesforce
4511898,,tonny stark,,,tonny@stark.com,,Web Form Fillout
10994800,Inactive Investor,Jude Cooke,,Vanguard Marketing Corporation,jude_cooke@vanguard.com,,Salesforce
10916375,Inactive Investor,Jessica Miller,,Vanguard Marketing Corporation,jessica_miller@vanguard.com,,Salesforce
9575086,,Simon Eastwood,,,simon.eastwood@onebox.com,,List import
11150042,Inactive Investor,Larry Pino,,LPL Financial LLC Irvine CA 2040 Main St,larry.pino@lpl.com,,Salesforce
9616685,,Mike Minnix,,,km1643@yahoo.com,,List import
10604631,,Eva Freed,Investment Advisor,Innovation Partners LLC,efreed@innovationpartnersllc.com,7047085461,List Import
10779981,Inactive Investor,Diana Gerometta,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",diana.a.gerometta@wellsfargoadvisors.com,,Salesforce
10940208,Inactive Investor,David Iobst,,LifeMark Securities Corp. Bear DE Private Residence,diobst@lifemark.com,,Salesforce
10770313,Inactive Investor,Ivette Marrero-Wagner,Senior Registered Associate,Morgan Stanley New York NY 55 E 52nd St,ivette.marrero@morganstanley.com,,Salesforce
10998954,Inactive Investor,Michael Pappachristou,Wealth Advisor,Corient New York NY 101 Park Ave,michael.pappachristou@corient.com,,Salesforce
10871652,Inactive Investor,Bryant Christian,Financial Advisor,Edward Jones Moorhead MN 1530 1st Ave N,bryant.christian@edwardjones.com,,Salesforce
11096115,Inactive Investor,Dominic Labellarte,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 7225 W Belmont Ave",,,Salesforce
10967069,Inactive Investor,Anisha Narain,,Morgan Stanley,anisha.narain@morganstanley.com,,Salesforce
11064737,Inactive Investor,Alan Roseman,,"Kestra Investment Services, LLC Tyler TX 3300 S Broadway Ave",,,Salesforce
11203582,Inactive Investor,Ryan Miller,Advisor,Dew Wealth Management Noblesville IN Private Residence,,,Salesforce
10937553,Inactive Investor,Deborrah Murphy,,"Osaic Wealth, Inc. University Place WA Private Residence",,,Salesforce
102601,,Carl Blount,,Orion Industries,caboun6828@gmail.com,7147606411,
10987847,Inactive Investor,Benjamin Archer,,State Farm VP Management Corp. Richardson TX 1415 State St,ben.archer.poco@statefarm.com,,Salesforce
9541577,,Jonathan Duarte,,,jmz9855@gmail.com,,List import
9599809,,Nicolas Colin,,,ncolin09@gmail.com,,List import
10859642,Inactive Investor,John Cocke,Managing Director,"Kairos Asset Advisory, LLC",,,Salesforce
11002841,Inactive Investor,Linda Liu,,J.P. Morgan Securities LLC New York NY 8 Chatham Sq,,,Salesforce
10773138,Inactive Investor,Thomas Boulund,,Morgan Stanley Davenport IA 4300 E 53rd St,thomas.boulund@morganstanley.com,,Salesforce
10856369,Inactive Investor,Alexander Varela,Financial Advisor,LPL Financial LLC Little Rock AR 900 S Shackleford Rd,alexander.varela@lpl.com,,Salesforce
10863225,Inactive Investor,Hagop Bartanian,,PFS Investments Inc. Glendale CA 412 W Broadway,hagop.bartanian@primerica.com,,Salesforce
10777142,Inactive Investor,Konstantin Prives,,Flagstar Advisors New York NY 485 Madison Ave,konstantin.prives@flagstar.com,,Salesforce
10893315,Inactive Investor,Richard Asato,,"Osaic Wealth, Inc. Anaheim CA 4883 E La Palma Ave",rasato@royalaa.com,,Salesforce
11033401,Inactive Investor,Rinar Erickson,Wealth Advisor,"Capita Financial Network, LLC",rinar@capitamail.com,,Salesforce
9563796,,Danny Nestorovski,,,danny.nestorovski@valic.com,,List import
10968608,Inactive Investor,Timothy Kirkham,,Cetera Investment Services LLC Lafayette IN 250 Main St,,,Salesforce
10658292,,Thomas Potter,,,tom.potter@lpl.com,,List Import
9583820,,Farhan Sayani,,,farhan.sayani@fmr.com,,List import
1686801,,Ken Hand,,[Unknown],yogatanjaya27@gmail.com,,
9569665,,jianfei zhao,,,jeff.zhao@bfi.biz,,List import
349626,,Lauren Massey,Member,Abbott Capital Management Llc,lmassey@abbottcapital.com,212-757-2700,Manual List Upload
11135777,Inactive Investor,Franklin Ballard,Financial Advisor,Edward Jones Nashville TN 2103 Yeaman Pl,frank.ballard@edwardjones.com,,Salesforce
10758280,Inactive Investor,Jeffrey Baker,Financial Advisor,"Raymond James & Associates, Inc. Buffalo NY 6580 Main St",jeffreybaker@ml.com,,Salesforce
11209947,Inactive Investor,Jared Jallans,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10834304,Inactive Investor,Chet McWilliams,,"Osaic FS, Inc. Cambridge MD 301 Sunburst Hwy",,,Salesforce
10825069,Inactive Investor,Sigrid Hubley,Secretary;Vice President,"Networth Asset Management, Inc",shubley@nwam.net,,Salesforce
10928969,Inactive Investor,Allen Mena,Financial Services Representative,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10993021,Inactive Investor,Terrell Stauffer,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,terrell.stauffer@lpl.com,,Salesforce
10944437,Inactive Investor,Lauren Cordova,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lauren_cordova@vanguard.com,,Salesforce
9640454,,Karen Kahn,,,karen@fairchildus.com,,List import
9547701,,Christopher Hassett,,,crhassett@ft.newyorklife.com,,List import
10611764,,Alison Scavone,Financial Advisor,,alison.scavone@wellsfargoadvisors.com,,List Import
10984200,Inactive Investor,Ashley Henderson,,LPL Financial LLC Houston TX 1800 West Loop S,ashley.henderson@lpl.com,,Salesforce
11020473,Inactive Investor,Tanner Gleave,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Idaho Falls ID 330 Shoup Ave",tanner.gleave@usbank.com,,Salesforce
10767195,Inactive Investor,Jessie Chipps,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",jessie.chipps@ml.com,,Salesforce
10769643,Inactive Investor,Russell Baccaglini,Financial Consultant,Thrivent Investment Management Inc. Denville NJ Private Residence,russell.baccaglini@thrivent.com,,Salesforce
9585685,,Travis Primm,,,t.primm@fi.com,,List import
11193294,Inactive Investor,Laura Gilbert,Client Assistant;Client Specialist,Robert W. Baird & Co. Incorporated,ldevoe@rwbaird.com,,Salesforce
10961444,Inactive Investor,Tatiana Wine,,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,tatiana.wine@primerica.com,,Salesforce
11095450,Inactive Investor,Joseph Mccollum,,State Farm VP Management Corp. Sac City IA 1420 W Main St,joe.mccollum.efm2@statefarm.com,,Salesforce
10934889,Inactive Investor,Shane Jensen,Financial Planner;Wealth Advisor,The Norden Group LLC,shane@thenordengroup.com,,Salesforce
11196493,Inactive Investor,Justin Moon,Financial Advisor,Edward Jones Fort Wayne IN 9071 Stellhorn Crossing Pkwy,justin.moon@edwardjones.com,,Salesforce
9586444,,Scott Selzer,,,sselzer@uscallc.com,,List import
10860987,Inactive Investor,Christopher Mollan,Financial Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,christopher.mollan@lpl.com,,Salesforce
10818912,Inactive Investor,Angela Coloret,Client Service Associate,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",angela.coloret@ampf.com,,Salesforce
11204488,Inactive Investor,Christopher Goldstein,,Leerink Partners LLC San Francisco CA 255 California St,christopher.goldstein@leerink.com,,Salesforce
10616961,,Jagrut Patel,,,jagrut.x.patel@jpmorgan.com,,List Import
10912658,Inactive Investor,Archibald McMichael,,"Avantax Investment Services, Inc. Wayne PA 175 Strafford Ave",,,Salesforce
11132091,Inactive Investor,Daniel Murphy,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;President,Murphy Wealth Management Group,dmurphy@murphywealth.com,,Salesforce
204520,,Scott Army,,Vision Hill Group,scott.army@visionhill.com,(646) 866-7370,Organic Search
11117183,Inactive Investor,Jose Diaz,,PFS Investments Inc. Corona CA 255 E Rincon St,jose.diaz@primerica.com,,Salesforce
2127859,,Mukesh Hembrom,,,mukeshhembrom315@gmail.com,,
347737,,Kevin Moloney,Treasurer,Independent Investors Inc,kmoloney@independentinvestors.com,631-979-2142,Manual List Upload
9590633,,George Kellner,,,gkellner@kellnercap.com,,List import
10938476,Inactive Investor,Dairo Lopez Payares,,"Wells Fargo Clearing Services, LLC Kissimmee FL 1473 E Osceola Pkwy",,,Salesforce
10965059,Inactive Investor,Whitney Davis,Chief Compliance Officer,Davis Financial Services,whitney@dfsplan.com,,Salesforce
10926198,Inactive Investor,Matthew Cech,,LPL Financial LLC Cockeysville MD 225 International Cir,matthew.cech@lpl.com,,Salesforce
11105625,Inactive Investor,Kenneth Williams,,"Empower Financial Services, Inc",kenneth.williams@empower.com,,Salesforce
9641693,,Batrik Widhaswara,,,batrix81@hotmail.com,,List import
8805202,,Mohamad Kalate,,,mohamadkalate1985@gmail.com,,Web form fillout
10846452,Inactive Investor,Jeffrey Roodman,Private Client Advisor,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,jeffrey.m.roodman@jpmorgan.com,,Salesforce
11132625,Inactive Investor,Jeffrey Annis,Chief Compliance Officer;Co-Founder;Managing Member;Principal,AGW Capital Advisors,,,Salesforce
11204326,Inactive Investor,Jimmie Myles,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,jmyles@primerica.com,,Salesforce
11110165,Inactive Investor,Kerinton Genius,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,kgenius@primerica.com,,Salesforce
9582932,,Rizki Ruben,,,rizkiben78@gmail.com,,List import
10928242,Inactive Investor,Aaron Cahill,Financial Advisor,"Voya Financial Advisors, Inc. Fayetteville NY 7000 E Genesee St",acahill@voyafa.com,,Salesforce
205286,,William August,,[Unknown],baugust1956@gmail.com,,source
10901296,Inactive Investor,Ross Anderle,Wealth Manager,"Sapient Private Wealth Management,  LLC",ross@sapientpwm.com,,Salesforce
11062754,Inactive Investor,Nancy Anderson,Regional Vice President,PFS Investments Inc. Ashland WI 522 Chapple Ave,,,Salesforce
371989,,Maureen Mulholland,,United States,maureenandjohnmulholland@gmail.com,,Salesforce
9594788,,Jeffrey Gomez,,,jgomez@g2capital.net,,List import
11003645,Inactive Investor,Martin Troiani,Financial Advisor,"Prosperity Financial Group, Inc.",martin@prosperityfg.com,,Salesforce
9568440,,Christina Shi,,,shichristina@gmail.com,,List import
11010728,Inactive Investor,John Tomani,Financial Advisor,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",john.tomani@equitable.com,,Salesforce
11013543,Inactive Investor,Carl Schreiber,,J.P. Morgan Securities LLC Sunnyvale CA 410 S Mathilda Ave,carl.schreiber@jpmorgan.com,,Salesforce
11294441,Inactive Investor,Sam Swayze,,Murphy & Sylvest,sswayze@murphysylvest.com,214-373-8362,Salesforce
10857452,Inactive Investor,Alexander Smith,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",asmith116@ml.com,,Salesforce
11188854,Inactive Investor,Dolores Batista,,"Allstate Financial Services, LLC White Plains NY 246 Central Ave",doloresbatista@allstate.com,,Salesforce
11204520,Inactive Investor,Michael Honold,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Roseland NJ 5 Becker Farm Rd",michael.honold@tiaa.org,,Salesforce
11038421,Inactive Investor,Lena Moore,,J.P. Morgan Securities LLC Elizabethtown KY 1200 N Dixie Hwy,,,Salesforce
11013267,Inactive Investor,Warren King,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",warren.king@prudential.com,,Salesforce
5998709,,Frances Johnson,,,vibikoy496@dewareff.com,,Web Form Fillout
10869852,Inactive Investor,Melissa Scenga,Senior Advisor;Shareholder,Lifecycle Financial Planners Inc. Waterford MI 3559 Port Cove Dr,melissa@mylifecycleplanners.com,,Salesforce
368162,,Anthony Liu,Other,,anthony.liu1@schwab.com,,Webinar
10889308,Inactive Investor,Wanwan Zhang,,Emerson Equity LLC Pleasanton CA Private Residence,,,Salesforce
10993904,Inactive Investor,David Zhang,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,dxzhang@ft.newyorklife.com,,Salesforce
240373,,Charles Neudecker,,[Unknown],bruno162725@gmail.com,,Direct
10955942,Inactive Investor,Nongrui Zhong,,J.P. Morgan Securities LLC Brooklyn NY 5423 8th Ave,nongrui.zhong@chase.com,,Salesforce
11000089,Inactive Investor,John Brown,Financial Advisor,"Valeo Financial Advisors, LLC",,,Salesforce
9625564,,Destiny Cruz,,,decr865@icloud.com,,List import
11177547,Inactive Investor,Danielle Luster,Financial Advisor;Partner;President,Bamboo Wealth Strategies,danielle@bamboowealth.com,,Salesforce
10918541,Inactive Investor,Steven Meyer,Financial Advisor,Edward Jones Yakima WA 6411 W Nob Hill Blvd,steve.meyer@edwardjones.com,,Salesforce
11127746,Inactive Investor,Austin Mcintosh,,LPL Financial LLC Syracuse NY 4668 Onondaga Blvd,austin.mcintosh@lpl.com,,Salesforce
11037195,Inactive Investor,Jeanne Hunt-Fujioka,,Purshe Kaplan Sterling Investments Grand Rapids MI Private Residence,jhunt-fujioka@pksinvest.com,,Salesforce
10855108,Inactive Investor,Charles Hill,Director - Client Services;Director - Tax Services;Senior Wealth Advisor,Heritage Wealth Advisors,chill@heritagewealth.net,,Salesforce
351704,,Francesco Trapani,Advisor,Pemberton Capital Advisors Llp,francesco.ditrapani@pembertonam.com,440-207-9939300,Manual List Upload
11222431,,Jamal Pesaran,,,jamal.pesaran@morganstanley.com,,List Import
10486841,,Joan Nye,Financial Advisor,"Ameriprise Financial Services, LLC",joan.nye@ampf.com,,List Import
10868694,Inactive Investor,Melissa Keener,,"Allstate Financial Services, LLC Pensacola FL 1175 College Blvd",,,Salesforce
6566913,,Md:Dildar Hossin,,,md8051717@gmail.com,,Web form fillout
1005512,Inactive Investor,Ron LeMay,Chairman,October Capital,ron@octobercapital.com, +1 913 362 1111,
11139090,Inactive Investor,Eddie Batts,Financial Advisor,"Pruco Securities, LLC. Kansas City MO 170 English Landing Dr",eddie.batts@prudential.com,,Salesforce
11231555,Inactive Investor,Breanna Latt,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",,,Salesforce
10812263,Inactive Investor,Joseph Raissi,,"Raymond James Financial Services, Inc. Saint Petersburg FL 6500 Central Ave",joe.raissi@raymondjames.com,,Salesforce
10955298,Inactive Investor,Amy Peeples,Financial Advisor,LPL Financial LLC Folsom CA 2295 Iron Point Rd,amy.peeples@lpl.com,,Salesforce
11017027,Inactive Investor,Jeremy Cox,Insurance Agent,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",jeremy.cox@prudential.com,,Salesforce
10801232,Inactive Investor,Terry Frith,Financial Advisor,Edward Jones Cape Coral FL 1402 SE 46th Ln,terry.frith@edwardjones.com,,Salesforce
11158974,Inactive Investor,Grady Boles,Branch Manager,LPL Financial LLC Boulder CO Private Residence,grady.boles@lpl.com,,Salesforce
11183266,Inactive Investor,John Callahan,,"U.S. Bancorp Investments, Inc. Algonquin IL 798 S Randall Rd",john.callahan@usbank.com,,Salesforce
10762462,Inactive Investor,Gregory Stewart,Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,gregory.d.stewart@jpmorgan.com,,Salesforce
10863880,Inactive Investor,Gino Petitta,Financial Advisor,LPL Financial LLC Utica MI 53200 Van Dyke Ave,gino.petitta@lpl.com,,Salesforce
370505,,Cedric Kirksey,,(513) 393-2633,cjkirksey21@gmail.com,5133932633,Google Natural Search
10974489,Inactive Investor,Richard Annunziata,,LPL Financial LLC Howard Beach NY 8712 164th Ave,rich.annunziata@lpl.com,,Salesforce
11046686,Inactive Investor,Paul Allen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,paul.allen@ubs.com,,Salesforce
10815713,Inactive Investor,Nicholas Smith,Financial Advisor;Financial Consultant,LPL Financial LLC Fredericksburg TX 4207 E US Hwy 290,nicholas.j.smith@lpl.com,,Salesforce
11209528,Inactive Investor,Perry Jung,,Jefferies LLC,pjung@jefferies.com,,Salesforce
11217771,,David Mullen,,,david.mullen@colliers.com,,List Import
185438,,Jeffrey Kallio,"Chief Compliance Officer, Chief Operations Officer, Managing Director, Managing Director - Finance",Racon Capital,jkallio@raconcapital.com,414-877-1271,
10890670,Inactive Investor,Robert Koerber,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgeport WV 2000 Jerry Dove Dr",robert.koerber@ml.com,,Salesforce
10960023,Inactive Investor,Peter Wollny,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,peter.wollny@jpmorgan.com,,Salesforce
9582215,,Jinsuk Chung,,,chungdna@gmail.com,,List import
11173734,Inactive Investor,Michael Arnold,Financial Advisor,Edward Jones Logan UT 135 N Main St,mike.arnold@edwardjones.com,,Salesforce
11185753,Inactive Investor,Charles Konrade,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,,,Salesforce
52307,,Peter Spicer,,Australia,peter_a_spicer@hotmail.com,,
10975007,Inactive Investor,Amy Linville,,"Allstate Financial Services, LLC Kernersville NC 131 E Mountain St",amylinville@allstate.com,,Salesforce
11015445,Inactive Investor,Robert Propst,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",brad.propst@ml.com,,Salesforce
10948316,Inactive Investor,Claudio Cruz-Moreno,,J.P. Morgan Securities LLC Tampa FL 2001 N Dale Mabry Hwy,claudio.cruz-moreno@jpmorgan.com,,Salesforce
11027289,Inactive Investor,Martha Medina,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,martha.medina@primerica.com,,Salesforce
11055657,Inactive Investor,Garry Helyer,,"Osaic Institutions, Inc. Glastonbury CT Private Residence",ghelyer@infinexgroup.com,,Salesforce
9646584,,Tomasz Gwiazdka,,,tomekj5@interia.pl,,List import
10814534,Inactive Investor,Dennis Hall,Partner;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Florham Park NJ 25B Vreeland Rd",dennis.hall@wfafinet.com,,Salesforce
10908067,Inactive Investor,Erik Vinopal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",erik.vinopal@ml.com,,Salesforce
11036967,Inactive Investor,Madison Ludlow,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
5915111,,Carl Johnson,,,yajalem484@miarr.com,,Web Form Fillout
333166,,Savannah Campbell,,Twin Focus,savannah.campbell@twinfocus.com,,
9575556,,Ryan Manaker,,,rmanaker@sageviewadvisory.com,,List import
10929845,Inactive Investor,Timothy Gingles,Financial Advisor,LPL Financial LLC Leawood KS 7007 College Blvd,tim.gingles@lpl.com,,Salesforce
11071775,Inactive Investor,Andrew Jensen,,"Cambridge Investment Research, Inc. Brentwood TN 1804 Williamson Ct",,,Salesforce
10826691,Inactive Investor,Ricki Wilson,,"Prospera Financial Services, Inc. Cincinnati OH 250 W Court St",ricki.wilson@prosperafinancial.com,,Salesforce
10965312,Inactive Investor,Billy Villarreal,,NYLIFE Securities LLC Lubbock TX 5001 W Loop 289,bvillarreal@ft.newyorklife.com,,Salesforce
9633162,,Chris Dietz,,,chris2ferlee@gmail.com,,List import
11165198,Inactive Investor,Nathan Benedix,Financial Advisor,LPL Financial LLC Raleigh NC 7000 Harps Mill Rd,nathan.benedix@lpl.com,,Salesforce
11053469,Inactive Investor,Stephen O'Donnell,Chief Compliance Officer;President,O'Donnell Wealth Management,stevejr@odonnellwm.com,,Salesforce
11167896,Inactive Investor,Erica McMahan,Senior Manager;Vice President,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",emcmahan@bokf.com,,Salesforce
11084472,Inactive Investor,Eugene Covino,Managing Director,Catalyst Financial Partners,,,Salesforce
10940712,Inactive Investor,Richard Cech,,"Osaic Wealth, Inc. Oakland Township MI Private Residence",,,Salesforce
11146191,Inactive Investor,Shawna Aschmies,Assistant Vice President;Director,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
10612845,,Mark Cinotti,Financial Advisor,,mark.cinotti@ampf.com,,List Import
10864370,Inactive Investor,Suzanne Rodriguez,Financial Advisor,LPL Financial LLC Kenosha WI 7500 Green Bay Rd,suzanne.rodriguez@lpl.com,,Salesforce
10928004,Inactive Investor,Connor Raab,,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,connor.raab@jpmorgan.com,,Salesforce
335949,,Anish Popat,,Elwood,anish.popat@elwoodam.com,,Direct
11055768,Inactive Investor,Robert Potter,,MWA Financial Services Inc. Palermo ME Private Residence,robert.p.potter@mwarep.org,,Salesforce
1004312,Inactive Investor,Matt Camuso,,Matt Camuso,mattjcamuso@gmail.com,,3rd Party Lead Gen
10782628,Inactive Investor,Sarah Biddle,Financial Advisor,Edward Jones Pacific Palisades CA 15200 W Sunset Blvd,sarah.biddle@edwardjones.com,,Salesforce
167859,,Thomas Stinchfield,,[Unknown],thomas.stinchfield@gmail.com,,Paid Social
11102752,Inactive Investor,Ravinder Chahal,,J.P. Morgan Securities LLC Willowbrook IL 730 Plainfield Rd,ravinder.chahal@jpmorgan.com,,Salesforce
343769,,Vinnie Long,Client Relations Specialist,"Integrated Wealth Advisory Services, Inc.",vlong@integratedwealthkc.com,913-491-4908,Manual List Upload
47679,,Aaron Rulnick,Managing Principal,"Herbert J. Sims Capital Management, Inc.",arulnick@hjsims.com,203-418-9000,Manual List Upload
9639455,,Randy Baum,,,rbaum@derp.org,,List import
10786693,Inactive Investor,Douglas Kleymann,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10615509,,Jonathan Bernstein,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",,jonathan.r.bernstein@morganstanley.com,,List Import
11027687,Inactive Investor,Mariah Martinez,,"Ameriprise Financial Services, LLC Victoria TX 5606 N Navarro St",mariah.martinez@ampf.com,,Salesforce
11234362,Inactive Investor,Scarlett Neuberger,,Morgan Stanley New York NY 55 E 52nd St,scarlett.neuberger1@morganstanley.com,,Salesforce
9563098,,JohnDavid Seelig,,,jd@rose.ai,,List import
11149380,Inactive Investor,Terry Hokaj,Financial Advisor,Thrivent Investment Management Inc. Erie PA 3800 W 12th St,terry.hokaj@thrivent.com,,Salesforce
11074799,Inactive Investor,Chad Brown,Chief Operating Officer;Senior Vice President,"Leafhouse Financial Advisors, LLC Austin TX 6504 Bridge Point Pkwy",,,Salesforce
10964189,Inactive Investor,Anthony Panto,,Lincoln Investment Marlton NJ 10000 Sagemore Dr,apanto@lincolninvestment.com,,Salesforce
10612792,,Jeffrey Wenzel,Financial Advisor,,jeffrey.e.wenzel@ampf.com,,List Import
10981881,Inactive Investor,Devon Lopez,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",devon.lopez@cunamutual.com,,Salesforce
9547849,,Matt Leisinger,,,leisinmr@gmail.com,,List import
11095161,Inactive Investor,Christopher Maiurro,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Randolph NJ 137 Center Grove Rd",christopher.maiurro@ml.com,,Salesforce
10811234,Inactive Investor,Harry Williamson,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",harry.williamson@raymondjames.com,,Salesforce
202174,,Serghei Gheorghita,,[Unknown],markiz1979232323@gmail.com,,
76619,,David Donaldson,Advisor,"Essex Financial Services, Inc.",david.donaldson@essexfinancialservices.com,860-767-4300,
10930215,Inactive Investor,Gillian Dimora,Financial Professional,"Equitable Advisors, LLC Auburn NY 12 E Genesee St",gillian.dimora@equitable.com,,Salesforce
9631265,,Leo Chan,,,chanwailok1994@gmail.com,,List import
10966743,Inactive Investor,Mark Waldron,Financial Advisor,Edward Jones Omaha NE 16909 Burke St,mark.waldron@edwardjones.com,,Salesforce
9550168,,Flaco -,,,flacomonge23@gmail.com,,List import
11031764,Inactive Investor,Jesse Oldfield,,"Raymond James Financial Services, Inc. Ashland OR 108 E Hersey St",jesse.oldfield@raymondjames.com,,Salesforce
10783998,Inactive Investor,Emily Waggoner,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",emily.waggoner@ml.com,,Salesforce
11003694,Inactive Investor,Jasper Monroe,Financial Planner,"Pruco Securities, LLC. Farmville NC Private Residence",david.monroe@prudential.com,,Salesforce
11178462,Inactive Investor,Ian Clancy,,"Northern Trust Securities, Inc.",ian.clancy@northerntrust.com,,Salesforce
11014445,Inactive Investor,James Camren,,J.P. Morgan Securities LLC Elkhart IN 1500 S Nappanee St,,,Salesforce
10803366,Inactive Investor,Bruce Tanis,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,bruce.m.tanis@morganstanley.com,,Salesforce
11187319,Inactive Investor,Andrew Morris,,LPL Financial LLC Hendersonville NC 14 Towne Place Dr,andrew.morris@lpl.com,,Salesforce
11040138,Inactive Investor,Thomas Schrank,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 576 Bielenberg Dr",thomas.schrank@nm.com,,Salesforce
11164766,Inactive Investor,Derek Baker,,Commonwealth Financial Network Willard OH 205 S Myrtle Ave,dbaker@commonwealth.com,,Salesforce
219409,,Daniel WOWCZUK,,[Unknown],daniel@wowczuk.com,,Direct
11253016,,Usuf Rizvi,,,usuf.rizvi7@gmail.com,,Web Form Fillout
9606058,,Achmad Sofyan,,,ryan.putri1217@gmail.com,,List import
10809142,Inactive Investor,Karem Sureda,,Morgan Stanley Miami FL 200 S Biscayne Blvd,karem.sureda@morganstanley.com,,Salesforce
11143039,Inactive Investor,Melissa Stalbaum,Financial Professional,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",melissa.stalbaum@equitable.com,,Salesforce
10791648,Inactive Investor,Julia McMurdie,,"VALIC Financial Advisors, Inc. Chico CA 21 Hanover Ln",julia.mcmurdie@valic.com,,Salesforce
10892027,Inactive Investor,Jared Deboer,,"Voya Financial Advisors, Inc. Des Moines IA 699 Walnut St",jared.deboer@voya.com,,Salesforce
11051149,Inactive Investor,Adriana Pacheco,Financial Advisor;Investment Advisor Representative,"Voya Financial Advisors, Inc. Chula Vista CA 1059 Tierra del Rey",adriana.pacheco@voya.com,,Salesforce
10901344,Inactive Investor,Claire Abraham,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,claire.abraham@jpmorgan.com,,Salesforce
10839088,Inactive Investor,David Pyle,,PFS Investments Inc. Lock Haven PA 8 N Grove St,david.pyle@primerica.com,,Salesforce
9594892,,Suzanne Mckeown,,,sue.mckeown@spireip.com,,List import
11075921,Inactive Investor,Ryan Moledor,Chief Operating Officer;Executive Vice President;Partner,"Parrish Capital, LLC",ryan@parrishcapital.com,,Salesforce
10975549,Inactive Investor,Brittany Grippi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10964257,Inactive Investor,Santiago Workman,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,santiago_workman@vanguard.com,,Salesforce
11008060,Inactive Investor,Rachel Bradsher,,Lincoln Investment Albemarle NC 232 N 2nd St,rbradsher@lincolninvestment.com,,Salesforce
10644369,,Michael Thauer,,,michael.thauer@countryfinancial.com,,List Import
9647963,,KUSUM SEN,,,kusum.sen@dfsin.ca,,List import
11254987,Inactive Investor,Kevin Megargel,Executive Wealth Manager,Sage Financial Group Inc.,,,Salesforce
11119788,Inactive Investor,Kathleen Mundy,Financial Advisor,"Ameriprise Financial Services, LLC Lafayette IN 839 Main St",,,Salesforce
10905966,Inactive Investor,Tyler Franceschini,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington NC 3305 Oleander Dr",,,Salesforce
11260748,Inactive Investor,Gavin Grady,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10939703,Inactive Investor,Matthew McCann,,"Wells Fargo Clearing Services, LLC Waco TX 300 Franklin Ave",,,Salesforce
10911130,Inactive Investor,Derya Yilmaz,,Key Investment Services LLC,derya_yilmaz@keybank.com,,Salesforce
10891365,Inactive Investor,Jeremy West,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10913581,Inactive Investor,Daniel Ghebremichael,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,daniel.ghebremichael@fidelity.com,,Salesforce
10982796,Inactive Investor,Renielyn Aberin,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,niel.aberin@chase.com,,Salesforce
10983895,Inactive Investor,Sheila Bewley,,"Equitable Advisors, LLC Brooksville FL Private Residence",sheila.bewley@equitable.com,,Salesforce
11157742,Inactive Investor,Gary Greene,,"Osaic Wealth, Inc. Clearfield PA Private Residence",,,Salesforce
172031,,Nikolas Schrobenhauser,,[Unknown],nikolas@infusive.com,,
9566183,,Glen Frost,,,glen.frost@bestgatewealth.com,,List import
10938277,Inactive Investor,Brent Crawford,,"CreativeOne Securities, LLC Ruston LA 1831 N Trenton St",,,Salesforce
10961629,Inactive Investor,Peter Amraen,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",peter.amraen@northerntrust.com,,Salesforce
11129756,Inactive Investor,Douglas Beckner,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,douglas_beckner@vanguard.com,,Salesforce
10978242,Inactive Investor,Christian Thompson,,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,christian.thompson@td.com,,Salesforce
11004235,Inactive Investor,Alexis Santiago,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10897991,Inactive Investor,Skyler Dompier,Financial Advisor,LPL Financial LLC Everett WA 11127 Evergreen Way,skyler.dompier@lpl.com,,Salesforce
10945220,Inactive Investor,Tracy Gravius,Vice President,Rockefeller Financial LLC Stamford CT 300 Stamford Pl,tgravius@rockco.com,,Salesforce
10876563,Inactive Investor,Gregory Johnson,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Oconomowoc WI 1815 Executive Dr",johnson.greg@principal.com,,Salesforce
10814888,Inactive Investor,Stuart Campbell,,"MML Investors Services, LLC Saint George UT 1031 S Bluff St",skcampbell@financialguide.com,,Salesforce
9609073,,Dzan Bao,,,dzbao54307@kngusa.com,,List import
10993650,Inactive Investor,Chelsea Dinhofer,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9642563,,Nuno Gomes,,,ncgomes+grayscale@gmail.com,,List import
10815937,Inactive Investor,Joseph Pitzl,Chief Compliance Officer;Managing Partner;Member,Pitzl Financial,joseph@pitzlfinancial.com,,Salesforce
10869532,Inactive Investor,Joshua Woodby,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",joshua.woodby@wellsfargoadvisors.com,,Salesforce
11039352,Inactive Investor,John Hiles,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Denver CO 1550 Market St,christian.hiles@morganstanley.com,,Salesforce
11179544,Inactive Investor,Tracy Varano-Garrison,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Camp Hill PA 214 Senate Ave,tracy.m.varano@morganstanley.com,,Salesforce
10808583,Inactive Investor,Allison Culley,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",allison_culley@ml.com,,Salesforce
10791842,Inactive Investor,Alan Auteri,,"Ameriprise Financial Services, LLC Hopkinton MA 1 Lumber St",alan.f.auteri@ampf.com,,Salesforce
10873741,Inactive Investor,Kristi Crisman,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Denver CO 12000 Pecos St",kristi.crisman@wellsfargo.com,,Salesforce
11017067,Inactive Investor,Michael Durant,Financial Advisor,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",michael.durant@equitable.com,,Salesforce
10613195,,Matthew Lapera,Financial Advisor,,matthew.lapera@ml.com,,List Import
9642647,,Harrison Duncan,,,hbduncan7@gmail.com,,List import
9594236,,Bennett Moore,,,bennett.moore@rsmus.com,,List import
10940575,Inactive Investor,Taeook Ryoo,,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
9544281,,Cheng Teik TAN,,,tanchengteik@gmail.com,,List import
11113367,Inactive Investor,Edwin Woolley,,United Planners' Financial Services of America A Limited Partner Twin Falls ID 102 Main Ave S,,,Salesforce
11136812,Inactive Investor,Brett Curran,Account Executive,"Western International Securities, Inc. Irvine CA 19200 Von Karman Ave",bcurran@wisdirect.com,,Salesforce
10615357,,Benton Christian,"Financial Advisor, International Client Advisor, Senior Vice President",,benton.christian@morganstanley.com,,List Import
11201092,Inactive Investor,Neil Carousso,Chief Compliance Officer;Managing Member;Member;Owner,"NGC Financial, LLC",neil@ngcfinancial.com,,Salesforce
9586632,,Brian Culver,,,brian@rockpointadvisors.com,,List import
9567099,,Neal Nolan,,,nnolan@parsecfinancial.com,,List import
10801831,Inactive Investor,Darlyne Haba,,"Stifel, Nicolaus & Company, Incorporated Memphis TN 775 Ridge Lake Blvd",habad@stifel.com,,Salesforce
9558910,,Bryan Grustas,,,bryan.grustas@fciadvisors.com,,List import
10877934,Inactive Investor,Anna Lee,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10938800,Inactive Investor,Scott Moser,,"Wells Fargo Clearing Services, LLC Solana Beach CA 245 Santa Helena",scott.moser@wellsfargo.com,,Salesforce
11058849,Inactive Investor,Sophey Stepanek,Licensed Office Professional;Wealth Advisor,Thrivent Investment Management Inc. Andover MN 1889 Station Pkwy NW,sophey.stepanek@thrivent.com,,Salesforce
11178351,Inactive Investor,Eli Gamage,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11012361,Inactive Investor,Chris Walker,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Perrysburg OH 137 W 3rd St",,,Salesforce
220644,,Kevin Haughton,,[Unknown],krma7869479@msn.com,,
10979580,Inactive Investor,David Nantu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",david.nantau@schwab.com,,Salesforce
11137802,Inactive Investor,Brian Beebe,,J.P. Morgan Securities LLC Alexandria LA 3820 Jackson St,brian.beebe@chase.com,,Salesforce
11164972,Inactive Investor,Kenneth Cobb,,Cetera Investment Services LLC Washington GA 100 E Robert Toombs Ave,,,Salesforce
10830814,Inactive Investor,Jeffrey McCauley,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",jeffrey.mccauley@ml.com,,Salesforce
9611504,,Tomas Nunes,,,tomas.costa.nunes@gmail.com,,List import
11147565,Inactive Investor,Kyle Casten,Wealth Management Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11189555,Inactive Investor,Kelaiah Doby,Private Client Advisor,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,kelaiah.doby@jpmorgan.com,,Salesforce
10937613,Inactive Investor,Christopher Draughon,,"Geneos Wealth Management, Inc. Saint Augustine FL 400 N Ponce de Leon Blvd",,,Salesforce
9604916,,Manish Sharma,,,manishshrivas1999@gmail.com,,List import
9558071,,KO SUNGJOO,,,kurty2j@gmail.com,,List import
10944664,Inactive Investor,Edmardo Tomei,,Cetera Advisors LLC Rancho Cordova CA 2356 Gold Meadow Way,,,Salesforce
11184203,Inactive Investor,Golda Hector,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",golda_hector@ml.com,,Salesforce
10848266,Inactive Investor,Dianxia Wang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Morrisville NC 630 Davis Dr",dianxia.wang@tfaconnect.com,,Salesforce
9585015,,Andrew Cosgrove,,,acosgrove@bfa-llc.com,,List import
11024805,Inactive Investor,Kaylee Beier,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",kaylee.beier@nm.com,,Salesforce
9580556,,Mark Dandrea,,,markdandrea1@gmail.com,,List import
10947674,Inactive Investor,Thomas Richardson,Associate,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
232052,, -,,[[Unknown]],cchowkp@icloud.com,,Organic Search
10645559,,Gino Poli,,,gpoli@allianceg.com,,List Import
11077331,Inactive Investor,Aaron Lapoint,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",aaron.lapoint@schwab.com,,Salesforce
11122554,Inactive Investor,Chelsey Fairchilds,Risk Compliance Officer;Vice President,"First Horizon Advisors, Inc.",chelsey.fairchilds@firsthorizon.com,,Salesforce
10841961,Inactive Investor,John Barrett,,Cetera Advisors LLC,john.barrett@ceteraadvisors.com,,Salesforce
341637,,Dale Rogers,Chairman,"Rogers Wealth Group, Inc.",drogers@rogersco.com,817-334-0351,Manual List Upload
10837926,Inactive Investor,Allan Walton,,"Transamerica Financial Advisors, Inc Downers Grove IL 3051 Oak Grove Rd",al.walton@tfaconnect.com,,Salesforce
10982604,Inactive Investor,Brett Buckley,,PFG Advisors Twin Falls ID 1875 Blue Lakes Blvd N,,,Salesforce
10852477,Inactive Investor,Barbara Ballantine,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bonita Springs FL 23471 Walden Center Dr",,,Salesforce
10952930,Inactive Investor,Francis Nardiello Smith,,J.P. Morgan Securities LLC,francis.nardiello-smith@jpmorgan.com,,Salesforce
11018121,Inactive Investor,Randall Hopkins,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,rhopkins@eaglestrategies.com,,Salesforce
10876818,Inactive Investor,Dawn Andrus,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11078780,Inactive Investor,Sharon Brimmer,Financial Professional,"Pruco Securities, LLC. Naples FL 1575 Pine Ridge Rd",sharon.brimmer@prudential.com,,Salesforce
10809311,Inactive Investor,Tiffany Adams,Financial Advisor;Senior Vice President,Morgan Stanley Englewood CO 5251 DTC Pkwy,tiffany.adams@morganstanley.com,,Salesforce
11218590,,Jannelle Cannizzaro-Fong,,,jcannizzaro@andrewgarrett.com,,Other
230671,, -,,[[Unknown]],89590907@qq.com,,
9584003,,Gary Jund,,,gjund@calton.com,,List import
10858835,Inactive Investor,Jane Edmondson,Co-Founder;Founder;Managing Member,"JLE Wealth Management, LLC San Diego CA 10755 Scripps Poway Pkwy",jane.edmondson@eqmcapital.com,,Salesforce
11094939,Inactive Investor,Matthew Giller,Vice President;Wealth Advisor,Farther Wilton CT Private Residence,,,Salesforce
11147838,Inactive Investor,Pamela Trone,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,pamela.trone@primerica.com,,Salesforce
10913364,Inactive Investor,Nicholas Arre,,"Osaic Wealth, Inc. Kingwood TX 800 Rockmead Dr",,,Salesforce
10771200,Inactive Investor,David Webb,,"Raymond James Financial Services, Inc. Circleville OH 133 W Mound St",david.webb@raymondjames.com,,Salesforce
10815353,Inactive Investor,Deborah Kendrick,Senior Client Associate,"Wells Fargo Clearing Services, LLC Melbourne FL 7779 N Wickham Rd",deborah.kendrick@wellsfargoadvisors.com,,Salesforce
9547893,,Carlos Martin,,,martin.carlosa@gmail.com,,List import
10761476,Inactive Investor,Linda Hurd,Director;Team Administrator,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
11014506,Inactive Investor,Isai Munoz,,J.P. Morgan Securities LLC San Francisco CA 2500 Mission St,isai.munoz@jpmorgan.com,,Salesforce
334048,,Leo Kelly,Chairman Of The Board,Forest Investment Associates,mkelly@forestinvest.com,404-261-9575,Manual List Upload
10984403,Inactive Investor,Tahsien Hamideh,,"Bankers Life Securities, Inc. Orland Park IL 10310 Orland Pkwy",tahsien.hamideh@bankerslife.com,,Salesforce
10509854,,Austin Graff,,Titleist Asset Management,agraff@tamgmt.com,,List Import
11028499,Inactive Investor,David Skilton,Senior Client Associate,"Raymond James & Associates, Inc. Spring TX 1780 Hughes Landng Blvd",david.skilton@raymondjames.com,,Salesforce
10851699,Inactive Investor,Erin Carter,Senior Partner,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
9636243,,Jeffrey Young,,,jyoung@origamicapital.com,,List import
11026754,Inactive Investor,Milton Bossch,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,miltonbossch@statefarm.com,,Salesforce
11103559,Inactive Investor,Joseph Campanella,Regional Vice President,PFS Investments Inc. Middletown NY 19 Dewitt St,joseph.campanella@primerica.com,,Salesforce
9610631,,Jim Stark,,,jim.stark@jrswmg.com,,List import
10936922,Inactive Investor,William Ciccone,Founder;Managing Member;Managing Partner,Compass Private Wealth Group LLC,william.ciccone@compasspw.com,,Salesforce
9591239,,Mike Forest,,,mforest67@yahoo.com,,List import
244987,,Andrew Besheer,Chief Revenue Officer,Redi2 Technologies,andrew.besheer@redi2.com,18573026033,Manual List Upload
139963,,Chris Hedquist,"Strategic Alliance, Senior Portfolio Strategist","Townsquare Capital, Llc",chris@townsquarecapital.com,385-375-8650,Manual List Upload
11169200,Inactive Investor,Keith Underwood,Financial Advisor,Edward Jones New Rochelle NY 20 Cedar St,keith.underwood@edwardjones.com,,Salesforce
10988199,Inactive Investor,Christopher Arnone,,"Northwestern Mutual Investment Services, LLC Portage MI 950 Trade Centre Way",chris.arnone@nm.com,,Salesforce
9604642,,Phillip Korpar,,,phillipkorpar@gmail.com,,List import
202718,,Frederick Frank,,Not applicable,frederickfrank@hotmail.com,(776) 675-1701,Organic Search
10860687,Inactive Investor,Robert Gentry,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10940583,Inactive Investor,Nebeyou Esayas,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
10848787,Inactive Investor,Michael Albritton,,Edward Jones Florissant MO Private Residence,michael.albritton@edwardjones.com,,Salesforce
87191,,Raymond Hubbard,,Hubbard,raymondlhubbard@gmail.com,(850) 345-6890,
341068,,Nina Streeter,,Abbot Downing (Wells Fargo),nina.streeter@abbotdowning.com,(617) 351-4010,Manual List
11082771,Inactive Investor,David Laflamme,,PFS Investments Inc. Mexico NY 3276 Main St,,,Salesforce
10992715,Inactive Investor,Kathryn Powers,,J.P. Morgan Securities LLC Hillsboro OR 7320 NE Butler St,kathryn.powers@jpmorgan.com,,Salesforce
9639355,,John Thur,,,jthur@millergesko.com,,List import
10758653,Inactive Investor,Gina Mare,Owner,Carl Domino Inc.,,,Salesforce
154422,,Alex Navarro,,[Unknown],anbinvestor@gmail.com,,
63586,,Adam Schinke,Financial Consultant,Thrivent Investment Management Inc.,adam.schinke@thrivent.com,608-831-3339,
10849757,Inactive Investor,Gregory Wolfe,Wealth Advisor,Cetera Advisor Networks LLC York PA 105 Leaders Heights Rd,gregory.wolfe@lpl.com,,Salesforce
9632991,,Chris Boucher,,,cboucher151@gmail.com,,List import
11217952,,Thorne Saunders,,,thorne.saunders@jpmorgan.com,,List Import
10793191,Inactive Investor,Creig Jardine,Financial Advisor,PNC Investments Orange City FL 884 Saxon Blvd,creig.jardine@pnc.com,,Salesforce
9559412,,Thomas Currie,,,tcurrie@ayco.com,,List import
11088310,Inactive Investor,Connie Haller,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",connie_haller@ml.com,,Salesforce
242060,,Jim Friddell,Wealth Manager,www.opusgrp.com,jim@opusgrp.com,,Event
11118022,Inactive Investor,Susan Mease,Paraplanner,"Ameriprise Financial Services, LLC Ellicott City MD 3300 N Ridge Rd",susan.mease@ampf.com,,Salesforce
10820315,Inactive Investor,Daniel Pulver,Chief Compliance Officer;Managing Partner,Pulver Capital Management LLC,,,Salesforce
11238088,Inactive Investor,JAMES CONNER,,Tcw Investment Management Company LLC,james.conner@tcw.com,,Salesforce
10937761,Inactive Investor,Pietro Schettini,,NYLIFE Securities LLC Daniel Island SC Private Residence,pgschettini@ft.newyorklife.com,,Salesforce
10841674,Inactive Investor,Michelle Smith,Chief Executive Officer;Managing Member;Regulatory Contact,"Source Financial Advisors, LLC",msmith@sourcefa.com,,Salesforce
10780535,Inactive Investor,Alisa Stearns,,Morgan Stanley Woodland Hills CA 21650 Oxnard St,alisa.stearns@morganstanley.com,,Salesforce
10928201,Inactive Investor,Lucas Wyland,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11002171,Inactive Investor,Christopher Wilson,,"MML Investors Services, LLC",,,Salesforce
11108883,Inactive Investor,Devinder Singh,Chief Compliance Officer;Managing Member;Managing Partner,Northstar Financial Advisors LLC,,,Salesforce
336600,,Jessica Pascucci,Consumer Sourcing Analyst,Yellow Wood Partners,jpascucci@yellowwoodpartners.com,617-500-6340,Manual List Upload
10793032,Inactive Investor,Joseph Grassi,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2438 Broadway,joseph.e.grassi@jpmorgan.com,,Salesforce
342671,,Eric Hassberger,President,Aj Capital Management Llc,eh@ajcpt.com,629-240-1456,Manual List Upload
10843019,Inactive Investor,Brent McTaggart,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",brent.mctaggart@wellsfargoadvisors.com,,Salesforce
10814775,Inactive Investor,Roland Miller,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11072602,Inactive Investor,Marci Funk,Manager;Senior Client Associate,D.A. Davidson & Co. Billings MT 208 N 28th St,mfunk@dadco.com,,Salesforce
11132697,Inactive Investor,Heath Boeke,,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",boeke.heath@principal.com,,Salesforce
11000862,Inactive Investor,Stephanie Unger,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,sunger@primerica.com,,Salesforce
11080402,Inactive Investor,Sarah Suchy,,State Farm VP Management Corp. Sauk Rapids MN 1269 2nd St N,,,Salesforce
9636678,,Herbert Millman,,,hmillman@sfr1.com,,List import
8751191,,alireza Alireza,,,alirezaaslami72@gmail.com,,Web Form Fillout
11235271,Inactive Investor,Rita Janaky,Financial Advisor,"Altus Wealth Group, LLC",rita@altuswealthgroup.com,,Salesforce
10802032,Inactive Investor,Thomas Lytle,Sales Associate,Lytle Investments,tom@lytleinvestments.com,,Salesforce
10890932,Inactive Investor,Lilian Rodriguez,,"Allstate Financial Services, LLC Freeport NY 386 Atlantic Ave",lilianrodriguez@allstate.com,,Salesforce
10489996,,Jeff Whaling,"Financial Professional, Wealth Advisor",SageSpring Wealth Partners Frisco TX 2601 Network Blvd,jeff.whaling@sagespring.com,210-382-8133,List Import
9557736,,Vincent Dupontreué,,,vincent2804@gmail.com,,List import
10930313,Inactive Investor,Alexia Ball,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Madison AL 8160 Hwy 72 W,,,Salesforce
9581231,,sergii topilin,,,proautomative@gmail.com,,List import
11131473,Inactive Investor,David Wehr,,PFS Investments Inc. Allentown PA 7310 Tilghman St,david.wehr@primerica.com,,Salesforce
11029146,Inactive Investor,Jason Blake,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative,Blake Wealth Strategies,jake@blakewealthstrategies.com,,Salesforce
11204304,Inactive Investor,Geleg Kyarsip,Financial Planner;Manager;President;Principal,Kyarsip Financial Advisors LLC,,,Salesforce
9641136,,Mike Kaminski,,,kkamin2248@aol.com,,List import
9580366,,Matteo Bruni,,,matteobruni87@gmail.com,,List import
10555983,,Ilir Sabo,,,ilirsabo@gmail.com,2032223344,Web Form Fillout
9552947,,john sherrard,,,slsherrard67@gmail.com,,List import
9582282,,Paul Vanvalkenburg,,,paul.vanvalkenburg@miacanalytics.com,,List import
11174818,Inactive Investor,Weston Gordon,,Jefferies LLC,wgordon@jefferies.com,,Salesforce
10840462,Inactive Investor,Michael McLachlan,,LPL Financial LLC,michael.mclachlan@lpl.com,,Salesforce
10773945,Inactive Investor,Shana Heckel,Associate Resident Director;First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Powell OH 9825 Sawmill Pkwy",shana.heckel@ml.com,,Salesforce
10946481,Inactive Investor,Thomas Dinh,,J.P. Morgan Securities LLC Garland TX 3445 W Buckingham Rd,,,Salesforce
11075797,Inactive Investor,Michael Patzer,Investment Executive,"Fifth Third Securities, Inc. Columbus OH 4080 N High St",michael.patzer@53.com,,Salesforce
11092104,Inactive Investor,Jane Evans,Chief Operating Officer;Managing Member;Strategic Advisor,"Legacy Advisors, LLC Plymouth Meeting PA 401 Plymouth Rd",jevans@legacyadvice.com,,Salesforce
10792120,Inactive Investor,William Perkins,Compliance Partner;General Partner;Partner;Regulatory Contact;SEC Compliance Partner;Trustee,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",wperkins@lwcotrust.com,,Salesforce
10893966,Inactive Investor,John Polk,Chief Compliance Officer;Managing Member;Managing Partner,Portage Capital Management LLC El Segundo CA 2041 Rosecrans Ave,,,Salesforce
11015622,Inactive Investor,Zachary Goldman,,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",zachary.goldman@prudential.com,,Salesforce
11131830,Inactive Investor,Mark Tomasini,,MissionSquare Investment Services,mtomasini@icmarc.org,,Salesforce
10753565,Inactive Investor,Andrew Eades,Registered Principal,LPL Financial LLC Platte City MO Private Residence,andy.eades@lpl.com,,Salesforce
11056256,Inactive Investor,Eileen Olson,Associate Financial Advisor;Financial Planning Associate,"Ameriprise Financial Services, LLC Winchester MA 48 Mount Vernon St",eileen.olson@ampf.com,,Salesforce
9585319,,Christoper Aldy,,,aldylibertstovia@gmail.com,,List import
10834965,Inactive Investor,Eugene Chyzowych,,"Herbert J. Sims & Co, Inc. Red Bank NJ 331 Newman Springs Rd",echyzowych@hjsims.com,,Salesforce
9620562,,Adam Purcell,,,adam.purcell@appdetex.com,,List import
11107356,Inactive Investor,Richard Moon,,Cetera Financial Specialists LLC Los Angeles CA 5777 W Century Blvd,,,Salesforce
11015575,Inactive Investor,Bennie King,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",bennie.king@empower.com,,Salesforce
9601657,,Zack Klika,,,zackklika@gmail.com,,List import
9577717,,kens alexandre,,,memyselfandjohndoe@gmail.com,,List import
11175476,Inactive Investor,Steven Ballard,Private Wealth Advisor,"Ameriprise Financial Services, LLC North Sioux City SD 383 W Steamboat Dr",steven.r.ballard@ampf.com,,Salesforce
9584265,,Jonathan Krane,"Chief Executive Officer, Managing Member","Krane Funds Advisors, LLC",jonathan.krane@kraneshares.com,,List import
11006740,Inactive Investor,James Soukup,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10854300,Inactive Investor,Leslie Drummond,Financial Advisor,Summit Asset Management LLC,leslie@summitassetmanagement.com,,Salesforce
10806788,Inactive Investor,Bridgit Ketner,Client Service Associate,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,bridgit.ketner@morganstanley.com,,Salesforce
10696957,,ravi verma,,,rvraviverma12345@gmail.com,,Web Form Fillout
9576668,,Alan Brubaker,,,a.brubaker@voyafa.com,,List import
9646709,,Michel Rainville,,,michelrainville3@gmail.com,,List import
10965777,Inactive Investor,Gregory Sagers,,"Independent Financial Group, LLC Riverton UT Private Residence",,,Salesforce
11087189,Inactive Investor,John Condra,Financial Advisor,Edward Jones Brighton MI 508 E Grand River Ave,john.condra@edwardjones.com,,Salesforce
10904573,Inactive Investor,Kevin Wichman,Financial Advisor,Commonwealth Financial Network Xenia OH 260 N Detroit St,kwichman@commonwealth.com,,Salesforce
10837119,Inactive Investor,Philip Rachmelowitz,,"Avantax Investment Services, Inc. Ocean NJ Private Residence",,,Salesforce
10838619,Inactive Investor,Malcolm Horn,Financial Consultant,LPL Financial LLC Denver CO 200 Union Blvd,m.horn@lpl.com,,Salesforce
10753167,Inactive Investor,Emmanuel Curling,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,emmanuel.curling@ubs.com,,Salesforce
371446,,Sammy Soffair,,Soffair group,sammyprivate@soffairgroup.com,41798239723,Salesforce
9550645,,Ashleigh McKimmie,,,ashleigh.mckimmie@suntrust.com,,List import
10880002,Inactive Investor,Stephen Lo,,J.P. Morgan Securities LLC Valencia CA 24000 Valencia Blvd,stephen.lo@jpmorgan.com,,Salesforce
10777634,Inactive Investor,Amy Johnston,Associate Vice President;Financial Advisor,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,amy.lee@morganstanley.com,,Salesforce
10612320,,Durga Varshney,Financial Advisor,,durga.varshney@prudential.com,,List Import
243171,,Alonso Rodriguez Segarra,CEO,Advise Financial,alonso@advise-financial.com,17866677200,Manual List Upload
9570236,,James Rushing,,,andy.rushing@voyafa.com,,List import
11022995,Inactive Investor,Ismael Fernandez,,J.P. Morgan Securities LLC Mesquite TX 1345 N Town East Blvd,,,Salesforce
10929906,Inactive Investor,Yvonne Emeric,Senior Client Service Associate,"Raymond James & Associates, Inc. Ocala FL 2701 SW 34th St",yvonne.emeric@raymondjames.com,,Salesforce
10885100,Inactive Investor,Thomas Bridges,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10910671,Inactive Investor,Kevin Scull,Senior Client Service Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",kevin.scull@raymondjames.com,,Salesforce
9588010,,Jonathan Stamm,,,jtstamm05@gmail.com,,List import
11197966,Inactive Investor,Adam Marone,Advisor;Branch Operations Manager,LPL Financial LLC Broomall PA 780 Park Way,adam.marone@lpl.com,,Salesforce
11127974,Inactive Investor,Ian Jary,,"Avantax Investment Services, Inc.",,,Salesforce
11082432,Inactive Investor,Scot Mackie,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11181439,Inactive Investor,Chau Nguyen,,NYLIFE Securities LLC,ctnguyen01@ft.newyorklife.com,,Salesforce
10811341,Inactive Investor,Robert Cole,,"Raymond James Financial Services, Inc. Clarence NY 9505 Main St",robert.cole@raymondjames.com,,Salesforce
10945817,Inactive Investor,Melvin Marroquin,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Potomac MD 9812 Falls Rd",,,Salesforce
10647386,,Hermila Barajas Ramirez,,,hbarajas@tiaa-cref.org,,List Import
10880648,Inactive Investor,Christopher Campbell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,christopher.campbell2@fmr.com,,Salesforce
10764934,Inactive Investor,Bryan Hoppe,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",bryan.hoppe@benjaminfedwards.com,,Salesforce
246396,,Not Provided,,Visa,lcademen@visa.com,,Manual List Upload
347365,,Susan Hahn,"Senior Vice President, Compliance Officer","Lincoln Capital, Llc",susan@thelincolncapitalgroup.com,402-483-1400,Manual List Upload
11004910,Inactive Investor,Timothy Bumbalough,,"Woodmen Financial Services, Inc.",411359@woodmen.org,,Salesforce
9558191,,Charlton Bulkin,,,cbulkin@financialguide.com,,List import
10920450,Inactive Investor,Justin Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Oneida TN 19461 Alberta St",justin.e.wilson@ampf.com,,Salesforce
10863289,Inactive Investor,Brent Fast,Financial Advisor,Edward Jones Battle Creek MI 18 Michigan Ave W,brent.fast@edwardjones.com,,Salesforce
7237680,,Steven McNamara,,,sebiwi6964@etondy.com,,Web Form Fillout
10858329,Inactive Investor,Mark McCombs,Financial Advisor;President;Vice President,LSB Wealth Management Cedar Falls IA 302 Main St,,,Salesforce
10995539,Inactive Investor,Robert Rosenberg,Partner,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",robertrosenberg@financialguide.com,,Salesforce
237020,, -,,[[Unknown]],haikukoa@gmail.com,,
11021957,Inactive Investor,Maureen Sullivan,,"Empower Financial Services, Inc",maureen.sullivan@empower.com,,Salesforce
10926210,Inactive Investor,Joshua Horton,Chief Compliance Officer;Founder,"Big Sky Wealth Advisors, LLC",josh@bigskywealthadvisors.com,,Salesforce
9633424,,Shllok shroff,,,kamalshroff@gmail.com,,List import
348666,,Rama Yarram,,"Citizens Securities, Inc.",rama.d.yarram@citizensbank.com,781-273-3723,
370406,,XIN PEI,,[Unknown],peixin1994@163.com,,Twitter
11183680,Inactive Investor,Richard Williams,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10604298,,Jeffrey Brown,Advisor Compliance Legal Executive Owner,Brown Advisory Group LLC,jeff@brownadvisors.com,4014331100,List Import
11123823,Inactive Investor,Pavel Antonian,,NYLIFE Securities LLC New York NY 420 Lexington Ave,pantonian@ft.newyorklife.com,,Salesforce
11136567,Inactive Investor,Carlos Uscategui,Wealth Management Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,carlos.uscategui@morganstanley.com,,Salesforce
10908842,Inactive Investor,John Gourley,,"First Command Brokerage Services, Inc. Pittsburgh PA 1370 Old Freeport Rd",jhgourley@firstcommand.com,,Salesforce
11028607,Inactive Investor,Justin Haywood,Chief Compliance Officer;Managing Member;Managing Partner,Haywood Wealth Management,justin@haywoodwealth.com,,Salesforce
10611258,,Derek Packett,Financial Advisor,,derek.packett@ampf.com,,List Import
10656756,,Andrew Bergmann,,,andrew.bergmann@thrivent.com,,List Import
9550676,,hong edward,,,brainspark01@gmail.com,,List import
9543433,,Anthony Girardi,,,tg79@aol.com,,List import
11062361,Inactive Investor,Richard Perkins,Chief Compliance Officer;Director;Portfolio Manager;President,Perkins Capital Management Inc,dickjr@perkinscap.com,,Salesforce
11046870,Inactive Investor,Kaylie Schur,Client Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,kaylie.schur@msgraystone.com,,Salesforce
10960809,Inactive Investor,Annette Tinder,,"Northwestern Mutual Investment Services, LLC Frederick MD 150 S East St",annette.tinder@nm.com,,Salesforce
10606623,,Michael Rundle,"Portfolio Manager, Vice President",HUDSON VALLEY INVESTMENT ADVISORS INC,mrundle@hviaonline.com,,List Import
9611963,,Conor Fox,,,cfox0015@gmail.com,,List import
11238498,Inactive Investor,Cornelio Ash,,William O'neil + Company,cash@williamoneil.com,,Salesforce
11146798,Inactive Investor,Delphine Morrill,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",delphine.garneau@ml.com,,Salesforce
10970400,Inactive Investor,John Lensing,,Cetera Advisors LLC Baton Rouge LA 15015 Jamestown Blvd,,,Salesforce
11001627,Inactive Investor,Robert MacWhinnie,Financial Advisor,"MML Investors Services, LLC Pittsburgh PA 1035 Boyce Rd",bmacwhinnie@financialguide.com,,Salesforce
374754,,William Goodman,,PRIZM WEALTH MANAGEMENT,billgoodman@prizmwm.com,,Salesforce
9615075,,Ruben Matos-Soto,,,cpaconsultant@aol.com,,List import
11213123,Inactive Investor,Brian Nelson,,Cetera Advisor Networks LLC Helena MT 111 N Last Chance Gulch,,,Salesforce
11004666,Inactive Investor,Daniel Perez Pena,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,,,Salesforce
372918,,Yogesh Peruwal,,[Unknown],yogesh.periwal@gmail.com,,source
218911,,Victor Otero,,[Unknown],victorotero1@gmail.com,,source
11160532,Inactive Investor,Michael Blood,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",michael.blood@wellsfargoadvisors.com,,Salesforce
10903119,Inactive Investor,Steven Castrello,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
9560090,,David Shook,,,commontongue@gmail.com,,List import
10819428,Inactive Investor,Alif Brahim,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,alifbrahim.team@fidelity.com,,Salesforce
332895,,Mark Michel,CIO,"Diesslin Group, Inc.",mark.michel@diesslin.com,,
11137277,Inactive Investor,Stephen Palko,,"Pruco Securities, LLC. Newark NJ 213 Washington St",stephen.palko@prudential.com,,Salesforce
10510632,,Nick Niebeling,,Broadridge,nick.niebeling@broadridge.com,,List Import
10764357,Inactive Investor,Robert Salamy,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,robert.j.salamy@ubs.com,,Salesforce
11203468,Inactive Investor,Jill Olsen,Financial Advisor,Thrivent Investment Management Inc. Norfolk NE 1106 W Benjamin Ave,jill.olsen@thrivent.com,,Salesforce
10871107,Inactive Investor,Anupa Pandey,,"Wells Fargo Clearing Services, LLC Oakland CA 344 Highland Ave",anupa.pandey@wellsfargo.com,,Salesforce
9589993,,Ronald DeVries,,,rdevries1512@gmail.com,,List import
11206079,Inactive Investor,Jake Mcpherson,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",jake.mcpherson@ml.com,,Salesforce
10965698,Inactive Investor,Vincent Lemoine,,"CNR Securities, LLC San Francisco CA 455 Market St",vincent.lemoine@cnr.com,,Salesforce
11076049,Inactive Investor,Russell Robertson,Owner,"ATI Wealth Partners, LLC",,,Salesforce
10659348,,Margaret Concannon,,,margaret.concannon@primerica.com,,List Import
10783003,Inactive Investor,Mark Alvut,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",mark_alvut@ml.com,,Salesforce
11128052,Inactive Investor,Alan Rexroat,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,alan.rexroat@gs.com,,Salesforce
33874,,Diego Vallota,,Avantax Advisory Services,vallotad@hdvest.net,,
9627100,,Verresa Lockhart,,,verresaloc@gmail.com,,List import
11093361,Inactive Investor,Michael Jefferies,,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,michael.jefferies@ubs.com,,Salesforce
11108268,Inactive Investor,Varunsinh Parmar,,Jefferies LLC San Francisco CA 101 California St,vparmar@jefferies.com,,Salesforce
51312,,Kyle Sasaki,Vice President,Fisher Investments,k.sasaki@fi.com,,
10762138,Inactive Investor,Michael Chong,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",michael.m.chong@ml.com,,Salesforce
10968848,Inactive Investor,Tina Meyer,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,tina.meyer@lpl.com,,Salesforce
9556493,,Julius Magbitang,,,magbitangjm@ft.newyorklife.com,,List import
11031100,Inactive Investor,Kent Payne,,"BOK Financial Securities, Inc. Richardson TX 333 W Campbell Rd",,,Salesforce
9582098,,Ann Ronn,,,aronn@ameritas.com,,List import
10612400,,Tyler Palumbo,Financial Advisor,,tyler.palumbo@ampf.com,,List Import
11025267,Inactive Investor,Austin Jacobs,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",austin.jacobs@nm.com,,Salesforce
11110656,Inactive Investor,Robyn Martinez,Private Banker,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10856348,Inactive Investor,Timothy Polen,,"Raymond James Financial Services, Inc. Gig Harbor WA 7282 Stinson Ave",tim.polen@raymondjames.com,,Salesforce
9638110,,Daniel Stern,Co-Chief Executive Officer,"Reservoir Operations, L.P.",dstern@reservoircap.com,,List import
10913766,Inactive Investor,Yvonne McCague,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,yvonne.mccague@jpmorgan.com,,Salesforce
11053077,Inactive Investor,Denise Navarra,,J.P. Morgan Securities LLC Greenport NY 238 Main St,denise.navarra@jpmorgan.com,,Salesforce
239090,,???? ?????????,,à¸“à¸˜à¸?à¸£ à¸šà¸£à¸£à¹€à¸—à¸´à¸‡à¹ƒà¸ˆ,familyman082209@gmail.com,,source
11025761,Inactive Investor,Frederick Fedorowich,Director - Planning,"Osaic FA, Inc. Jacksonville FL 1 Independent Dr",fred.fedorowich@lfg.com,,Salesforce
11011408,Inactive Investor,Ellen Hughes,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10603617,,Alex Sadowski,"Chief Executive Officer, Chief Legal Officer, General Counsel, Regulatory Contact","Epoch Capital, US",alex.sadowski@epoch.capital,,List Import
11196595,Inactive Investor,Margery Anderson,,Park Avenue Securities LLC Crystal Lake IL 125 S Virginia St,,,Salesforce
10882378,Inactive Investor,Michael Bruno,,"LaSalle St Securities, L.L.C. Lenox MA Private Residence",mbruno@lasallest.com,,Salesforce
235252,, -,,[[Unknown]],dashun.nelson@gmail.com,,Organic Search
10821870,Inactive Investor,Ronald Sklar,Founder;Investment Advisor;President,"Sklar Capital Advisors, LLC",ron@ronsklar.net,,Salesforce
346412,,Paul Cabral,Chief Financial Officer,Corsair Capital Llc,pcabral@corsair-capital.com,212-224-9400,Manual List Upload
11067729,Inactive Investor,Jeffery Onken,,State Farm VP Management Corp. Lafayette IN 3831 Union St,jeff.onken.gqqz@statefarm.com,,Salesforce
11043770,Inactive Investor,Charles Becker,,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",chuck.becker@nm.com,,Salesforce
11034894,Inactive Investor,Timothy Brehm,,"Allstate Financial Services, LLC Des Moines IA 2929 Merle Hay Rd",timothybrehm@allstate.com,,Salesforce
1003129,Inactive Investor,Dmitry Kalichkin,,Cryptolab,dmitry@cryptolab.capital,,3rd Party Lead Gen
11127292,Inactive Investor,Douglas Yates,,"Osaic Wealth, Inc. Cecilia KY 3103 Leitchfield Rd",,,Salesforce
10759440,Inactive Investor,John Truckenbrod,,"Capital Management Securities, Inc.",,,Salesforce
11254846,Inactive Investor,Edward Reynolds,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
11260401,Inactive Investor,Gary Deardorff,,"Osaic Wealth, Inc. Peoria AZ 8801 W Union Hills Dr",,,Salesforce
11187693,Inactive Investor,Carolyn Anderson,Head - Business Governance and Managed Solutions Group;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
234620,, -,,[[Unknown]],proviserinvestimento@gmail.com,,
58521,,Michael Wittke,Chief Compliance Officer,Southeastern Asset Management Inc.,mwittke@seasset.com,901-761-2474,Manual List Upload
9588204,,Jonathan Lindvig,,,lindvig@peachtreewa.com,,List import
9544637,,Joshua Horowitz,,,horowitz.joshua@gmail.com,,List import
10948997,Inactive Investor,Amber Meyers,Client Experience Coordinator,LPL Financial LLC Muskegon MI 2145 W Sherman Blvd,amber.meyers@lpl.com,,Salesforce
10952154,Inactive Investor,John Clark,Director - Compliance;Vice President,Santander Securities LLC,,,Salesforce
11011814,Inactive Investor,George Sustarsic,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,george_sustarsic@glic.com,,Salesforce
1001147,Inactive Investor,Genna Leebaw,,Iconiq Client,genna@iconiqcapital.com,,3rd Party Lead Gen
235131,, -,,[[Unknown]],arthur.ifusp@gmail.com,,Direct
9619067,,Mark Disston,,,mark@marcatocapital.com,,List import
43038,,Susan Gloe,,"VALIC Financial Advisors, Inc.",susan.gloe@valic.com,866-544-4968,
10881975,Inactive Investor,Jeffrey Gulitus,Financial Advisor,Edward Jones Houston TX 4794 W Bellfort St,jeff.gulitus@edwardjones.com,,Salesforce
10938562,Inactive Investor,Clyde Hill,,State Farm VP Management Corp. Atlanta GA 3041 Northeast Expy NE,clydehill@statefarm.com,,Salesforce
11202555,Inactive Investor,Taylor Snider,Financial Advisor,Integrity Financial Corporation Malibu CA 24955 Pacific Coast Hwy,tsnider@integrity.financial,,Salesforce
9540509,,Eric Eric,,Three Arrows Capital Ltd.,eric@threearrowscap.com,,3rd Party Lead Gen
11024910,Inactive Investor,Tredrick Gipson,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
9637975,,Jane Kang,,,jkang@primesuper.com.au,,List import
11090512,Inactive Investor,Matias Sandoval,Financial Advisor,Edward Jones Cottonwood AZ 707 E Mingus Ave,matias.sandoval@edwardjones.com,,Salesforce
10845957,Inactive Investor,Amy Cooper,Regional Vice President,"Principal Securities, Inc. Maylene AL Private Residence",cooper.amy@principal.com,,Salesforce
11187973,Inactive Investor,Sandra Arredondo,,J.P. Morgan Securities LLC Keller TX 4425 N Tarrant Pkwy,sandra.arredondo@jpmorgan.com,,Salesforce
10661981,,David Wieland,,,david@motivate.vc,,List Import
11012095,Inactive Investor,Joshua Koon,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",joshua.koon@nm.com,,Salesforce
11100265,Inactive Investor,Morris Kaufman,,IP Financial Advisory Services LLC Media PA Private Residence,mkaufman@innovationpartnersllc.com,,Salesforce
11126993,Inactive Investor,Rhonda Ledford,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington NM 4601 E Main St",rhonda.l.ledford@wellsfargo.com,,Salesforce
10830462,Inactive Investor,Steven Fullmer,,"Osaic Wealth, Inc. South Jordan UT 10610 S Jordan Gtwy",,,Salesforce
10808776,Inactive Investor,Joey Torres,,PFS Investments Inc. Yonkers NY 73 Market St,joey.torres@primerica.com,,Salesforce
10795378,Inactive Investor,Amy Spurr,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",amy.j.spurr@ml.com,,Salesforce
9627532,,reza nader,,,tehranjonobbandarabbas@gmail.com,,List import
11158026,Inactive Investor,Rebecca McGee,Investment Advisor Representative,"Voya Financial Advisors, Inc. Oklahoma City OK 100 NE 5th St",rebecca.mcgee@voyafa.com,,Salesforce
11200630,Inactive Investor,Brian Cox,Investment Advisor Representative;Managing Member;Principal;Regulatory Contact,"Pacific Asset Management, LLC",briancox@pacificasset.com,,Salesforce
11168322,Inactive Investor,Lunise Casimir-Dufrene,Regional Vice President,PFS Investments Inc. Jacksonville FL 12627 San Jose Blvd,lunise.casimirdufrene@primerica.com,,Salesforce
9590206,,Denise Degiorgio,,,ddegiorgio64@yahoo.com,,List import
9597766,,Sarunporn Kongarttakarn,,,email.nutty@gmail.com,,List import
11203163,Inactive Investor,Amanda Saratowski,Relationship Manager,Hudock Capital Group,awest@hudockcapital.com,,Salesforce
10952586,Inactive Investor,Aaron Mangione,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,aaronmangione.team@fidelity.com,,Salesforce
248534,,Maryana Ryumshin,Senior financial analyst,Cleveland clinic,maryanaryumshin@gmail.com,,Manual List Upload
9605491,,Stefani Cranston,,,cranston@ajopartners.com,,List import
10647267,,Henry Jenkins,,,hjenkins@dadco.com,,List Import
11189657,Inactive Investor,Michael Torchia,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",paul.torchia@nm.com,,Salesforce
11189862,Inactive Investor,Benjamin Witten,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Olympia WA 111 Market St NE",ben.witten@ml.com,,Salesforce
10656381,,John Serna,,,john.serna@citigroup.com,,List Import
11033458,Inactive Investor,Saket Singh,,"Avantax Investment Services, Inc.",,,Salesforce
10873821,Inactive Investor,Vickie Leese,Financial Advisor,Commonwealth Financial Network Surfside Beach SC Private Residence,vleese@commonwealth.com,,Salesforce
11229368,Inactive Investor,Elvira Lopez,,"Principal Securities, Inc.",,,Salesforce
10817966,Inactive Investor,Joseph Bergen,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Phoenix AZ 3131 E Camelback Rd",joseph.bergen@tiaa.org,,Salesforce
10860442,Inactive Investor,Gamaliel Michaud,Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",gamaliel.michaud@valic.com,,Salesforce
10873314,Inactive Investor,Sarah Van Leeuwen,Shareholder,Van Leeuwen Retirement & Investment Services,,,Salesforce
11229804,Inactive Investor,Tawni Finke,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",tawni.d.finke@nm.com,,Salesforce
10906778,Inactive Investor,Hannah Buschbom,Director - Financial Planning;Wealth Advisor,The AmeriFlex Group Santa Barbara CA 3700 State St,hannah@ameriflex.com,,Salesforce
11152692,Inactive Investor,Austin Goodwin,Financial Advisor,Morgan Stanley Nashville TN 3102 West End Ave,austin.goodwin@msgraystone.com,,Salesforce
10615502,,William Knowles,"Financial Advisor, Senior Vice President - Wealth Management",,william.j.knowles@morganstanley.com,,List Import
11042327,Inactive Investor,John-Mark Dalton,Vice President - Investments,"Raymond James & Associates, Inc. Asheville NC 60 N Market St",didier.dalton@raymondjames.com,,Salesforce
10896470,Inactive Investor,Alexander Szarka,,"Cambridge Investment Research, Inc. North Olmsted OH 29691 Lorain Rd",,,Salesforce
11053514,Inactive Investor,Frank Welch,Chief Compliance Officer;Owner,"Quarve Associates, LLC",frank.welch@quarvellc.com,,Salesforce
10877169,Inactive Investor,Erin Antill,Private Client Associate,Janney Montgomery Scott LLC Richmond VA 1021 E Cary St,eantill@janney.com,,Salesforce
11008735,Inactive Investor,Gabrielle Colson,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",gabrielle.colson@equitable.com,,Salesforce
10831891,Inactive Investor,Timothy Harrington,Founder;Managing Member;Regulatory Contact,"Longview Financial Advisors, LLC",tim@longviewfin.com,,Salesforce
10613074,,Charles Capilets,"Financial Advisor, Financial Professional",,charles.capilets@equitable.com,,List Import
11167882,Inactive Investor,Sarah Fontanez,Financial Advisor,Edward Jones Quakertown PA Private Residence,sarah.fontanez@edwardjones.com,,Salesforce
11083061,Inactive Investor,Nicholas Adams,,"J.W. Cole Financial, Inc. Erie PA 2415 W Grandview Blvd",,,Salesforce
11142476,Inactive Investor,Richard Bassett,,"Charles Schwab & Co., Inc. Pleasanton CA 6200 Stoneridge Mall Rd",richard.bassett@schwab.com,,Salesforce
9583233,,Daniel Zundel,,,dan@coigncapital.com,,List import
373058,,Damien Williams,,[Unknown],dwillsevo@gmail.com,,source
11187966,Inactive Investor,William Frazier,,"MML Investors Services, LLC Davidson NC Private Residence",,,Salesforce
10867685,Inactive Investor,Matthew Fowler,,Citigroup Global Markets Inc. Fresno CA 6715 N Palm Ave,,,Salesforce
10774032,Inactive Investor,Federico Lopez Juarbe,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,federico.lopez@ubs.com,,Salesforce
11105660,Inactive Investor,Craig Grable,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Joseph MO 1806 Oakridge Cir",,,Salesforce
11231069,Inactive Investor,Marshall Conrad,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,,,Salesforce
9601482,,Vitor Schirato,,,vitor.schirato@daemoninvestments.com,,List import
10960166,Inactive Investor,Sandra Myers,,"Northwestern Mutual Investment Services, LLC Henrico VA 3900 Westerre Pkwy",sandra.s.myers@nm.com,,Salesforce
7071669,,matin Joel,,,kifege5077@luxeic.com,,Web Form Fillout
10834383,Inactive Investor,Alfredo Sandoval,Owner;Partner;Vice President,"The Private Investment Group, Inc.",,,Salesforce
10776683,Inactive Investor,Christi Edwards,Executive Director;Family Wealth Director;Managing Director;Managing Director - Wealth Management;Senior Portfolio Management Di,Morgan Stanley Nashville TN 3102 West End Ave,christi.edwards@morganstanley.com,,Salesforce
9570824,,Sean Barron,,,sbarron@roicpartners.com,,List import
11074124,Inactive Investor,Rochelle Forster,Retirement Planning Specialist,"Equitable Advisors, LLC Edison NJ 105 Fieldcrest Ave",rochelle.forster@equitable.com,,Salesforce
11106651,Inactive Investor,Joyce Docktor,,"Garden State Securities, Inc.",jdocktor@gardenstatesecurities.com,,Salesforce
11010511,Inactive Investor,John Kitlinski,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",john.kitlinski@valic.com,,Salesforce
10801485,Inactive Investor,Patricia Johnson,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,patricia.n.johnson@jpmorgan.com,,Salesforce
10949155,Inactive Investor,Stephen Ridge,Financial Advisor,LPL Financial LLC,stephen.ridge@lpl.com,,Salesforce
11162472,Inactive Investor,Renee Carter,,LPL Financial LLC Tampa FL Private Residence,renee.carter@lpl.com,,Salesforce
10929735,Inactive Investor,Matthew Treskovich,Chief Compliance Officer;Vice President,"Flavin Financial Services, Inc.",matt@flavincpa.com,,Salesforce
10612532,,Melody Graham,Associate Financial Advisor,,melody.y.graham@ampf.com,,List Import
10938395,Inactive Investor,Joseph Lettko,,Vanguard Marketing Corporation,joseph_lettko@vanguard.com,,Salesforce
11041301,Inactive Investor,Craig Dewhurst,,State Farm VP Management Corp. Saint Augustine FL 315 W Town Pl,craig.dewhurst.lzj2@statefarm.com,,Salesforce
10917698,Inactive Investor,Robert Borruso,,"MML Investors Services, LLC Wallingford CT 273 N Colony St",,,Salesforce
11074272,Inactive Investor,Gregory Visconti,Financial Planner;Investment Advisor;Managing Member,"Visconti & Associates, A Financial Services LLC",greg@gvisconti.com,,Salesforce
11114712,Inactive Investor,Daniel Garcia,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",daniel1.garcia@ml.com,,Salesforce
10932506,Inactive Investor,Roberto Moreiro,Chief Compliance Officer,"The Hoerner Planning Group, LLC",robert.moreiro@hoernerplanninggroup.com,,Salesforce
9625926,,Erick McGraw,,,mcgrawerick@gmail.com,,List import
10905049,Inactive Investor,Christopher Enroughty,,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,christopher.enroughty@primerica.com,,Salesforce
11208126,Inactive Investor,Domingo Ramos,Chief Compliance Officer;Managing Member,"Swapnick, LLC",domingo@swapnick.com,,Salesforce
11203226,Inactive Investor,Kristof Lewicki,Chief Compliance Officer;Managing Member,"Kris Lewicki & Associates, LLC",,,Salesforce
10869459,Inactive Investor,Luis Arzate,,J.P. Morgan Securities LLC Rancho Palos Verdes CA 28300 S Western Ave,luis.j.arzate@jpmorgan.com,,Salesforce
10937652,Inactive Investor,John Heffernan,,"U.S. Bancorp Investments, Inc. Kansas City MO 120 W 12th St",,,Salesforce
4070,,David Mckechnie,Director,Deutsche Bank,dmckechnie@gmail.com, +65 8891 6958,
10956881,Inactive Investor,Christopher Johnson,Senior Wealth Advisor,"The Colony Group, LLC Bethesda MD 7475 Wisconsin Ave",cjohnson@thecolonygroup.com,,Salesforce
9641809,,Meghan Krsek,,,meghan@5tqcapital.com,,List import
10899395,Inactive Investor,Michael Kilroy,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10879217,Inactive Investor,Renee O'Connor,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Short Hills NJ 800 Morris Tpke,renee.x.oconnor@jpmorgan.com,,Salesforce
10999746,Inactive Investor,Ali Saghafi,,J.P. Morgan Securities LLC Laguna Niguel CA 30202 Crown Valley Pkwy,ali.saghafi@jpmorgan.com,,Salesforce
11192396,Inactive Investor,Henry Bradley,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Colorado Springs CO 121 S Tejon St,henry.bradley@morganstanley.com,,Salesforce
10916305,Inactive Investor,Morris Graves,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,morris.graves@primerica.com,,Salesforce
10754063,Inactive Investor,Barney Loesch,Financial Advisor,Thrivent Investment Management Inc. Brenham TX 203 S Jackson St,barney.loesch@thrivent.com,,Salesforce
9602342,,Matthew Buenafe,,,mbuenafe@personalcapital.com,,List import
10907403,Inactive Investor,Vera Dedaj,,J.P. Morgan Securities LLC Bronxville NY 132 Pkwy Rd,vera.dedaj@jpmorgan.com,,Salesforce
10659907,,Hans Herr,,,hans.herr@jpmorgan.com,,List Import
11218483,,Seth Osborne,,,seth.osborne@jpmorgan.com,,List Import
10648168,,James Peters,,,jimp@triumphcapitalmanagement.com,,List import
11197196,Inactive Investor,Mark Babula,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",mark.babula@schwab.com,,Salesforce
11081885,Inactive Investor,Rex Garcia,,"Allstate Financial Services, LLC Mountain View CA 1442 W El Camino Real",rexgarcia@allstate.com,,Salesforce
10963460,Inactive Investor,Emma Steiner,,"RBC Capital Markets, LLC",,,Salesforce
11205396,Inactive Investor,Ivan Wilton,Financial Advisor,"Wells Fargo Clearing Services, LLC Salinas CA 1037 S Main St",ivan.wilton@wellsfargoadvisors.com,,Salesforce
209159,,W Kral,,[Unknown],wouterkral@hotmail.com,,Direct
10494248,,Andy Williamson,,,andywilliamson@quartzevents.com,,Web Form Fillout
10796474,Inactive Investor,Mark Heeney,Managing Director,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",mark.heeney@raymondjames.com,,Salesforce
11028140,Inactive Investor,Rex Rogers,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10844997,Inactive Investor,Paul Sullivan,Investment Advisor Representative,Archer Investment Corporation Bethesda MD 4709 Montgomery Ln,,,Salesforce
10943706,Inactive Investor,Brian Jenkins,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",bjenkins@tiaa-cref.org,,Salesforce
10901550,Inactive Investor,Jennica Willden,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
5360156,,sem tom,,,sabiyop839@xegge.com,,Web Form Fillout
226842,, -,,[[Unknown]],grafics101@gmail.com,,Initial Salesforce Import
344790,,Ruth Vanbuskirk,Social Media Coordinator,Ap Wealth Management,rvanbuskirk@apwealth.com,706-364-4281,Manual List Upload
11087616,Inactive Investor,Nathan Fisher,,"Raymond James Financial Services, Inc. Cedar Rapids IA 1625 1st Ave SE",nathan.fisher@raymondjames.com,,Salesforce
11134371,Inactive Investor,Ian Vincent,,Fidelity Brokerage Services LLC,,,Salesforce
9644691,,sonja strzoda,,,murosrs@yahoo.com,,List import
11047179,Inactive Investor,Matthew Hartle,Financial Advisor;Senior Vice President,PNC Investments Wexford PA 10646 Perry Hwy,matthew.hartle@pnc.com,,Salesforce
9558210,,Brandon Hayes,,,brandon.hayes@kestrafinancial.com,,List import
11139186,Inactive Investor,Tamer Kaldas,,J.P. Morgan Securities LLC Fontana CA 14518 Baseline Ave,tamer.kaldas@chase.com,,Salesforce
11072005,Inactive Investor,Mark Barefield,Financial Advisor,LPL Financial LLC Wichita Falls TX 900 8th St,,,Salesforce
11181014,Inactive Investor,Anthony Pasculli,,"The Jeffrey Matthews Financial Group, L.L.C.",apasculli@jeffreymatthews.com,,Salesforce
11104827,Inactive Investor,Sean Stoneback,Financial Professional,"Equitable Advisors, LLC Cherry Hill NJ 210 Lake Dr E",sean.stoneback@equitable.com,,Salesforce
11254559,Inactive Investor,Demarco Turner,,Key Investment Services LLC Columbus OH 5633 N High St,demarco.turner@key.com,,Salesforce
10766809,Inactive Investor,David Lambert,Financial Advisor,Morgan Stanley Poughkeepsie NY 2678 South Rd,david.lambert@morganstanley.com,,Salesforce
227035,, -,,[[Unknown]],bobfarrell@protonmail.com,,
9623558,,Olawuyi Olusegun David,,,olusco4ever@yahoo.com,,List import
10614989,,Peter Sluka,"Financial Advisor, Vice President - Wealth Management",,peter.sluka@morganstanley.com,,List Import
10958278,Inactive Investor,Brandon Baker,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC",bbaker@beaconpointe.com,,Salesforce
11209247,Inactive Investor,David Bellia,Senior Financial Representative,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",bellia.dave@principal.com,,Salesforce
9581826,,Thomas Spadaccini,,,thomas.spadaccini@apertureinvestors.com,,List import
10787877,Inactive Investor,Eric Mullinix,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 2010 NW Market St",eric.mullinix@ml.com,,Salesforce
9601626,,William Smith,,,williambsmith@comcast.net,,List import
9544464,,Emily Shallal,,,emily.shallal@ally.com,,List import
11184075,Inactive Investor,Susan Myers,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",smyers@financialguide.com,,Salesforce
10648076,,Minyoung Sohn,,,minyoung@blueroominvesting.com,,List Import
90717,,Thomas Janisch,"CFA, Director","Asset Consulting Group, Llc",thomas.janisch@acgnet.com,314-862-4848,
9572037,,Zena Alexander,,,alexander.zena@principal.com,,List import
10905940,Inactive Investor,Brendan Cahill,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,brendan.cahill@fidelity.com,,Salesforce
9555088,,Crawford Edwards,,,crawford.edwardsjr@lfg.com,,
10815083,Inactive Investor,Marnie Hards,Chief Compliance Officer;Principal,"Aznar Financial Advisors, LLC",marnie@aznaradvisors.com,,Salesforce
10779510,Inactive Investor,Lillian Pacheco-Alvarez,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,lillian.pacheco-alvarez@fmr.com,,Salesforce
10985144,Inactive Investor,Michael Lubahn,,"FBL Marketing Services, LLC",michael.lubahn@fblfinancial.com,,Salesforce
11010155,Inactive Investor,Kyle Gannon,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",kyle.gannon@nm.com,,Salesforce
793,,,,,katie0720@comcast.net,,
9558768,,Aliaksandr Yurevich,,,ayurevich@me.com,,List import
11124356,Inactive Investor,Chad Shields,Financial Advisor,Edward Jones Brookings SD 406 5th St,chad.shields@edwardjones.com,,Salesforce
10905090,Inactive Investor,Harold Jones,Branch Manager;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Lake Charles LA 807 W Bayou Pines Dr",h.jones@wellsfargoadvisors.com,,Salesforce
10972364,Inactive Investor,Mark Heier,,"U.S. Bancorp Investments, Inc. Lynnwood WA 4411 196th St SW",mark.heier@usbank.com,,Salesforce
10943819,Inactive Investor,Nichollas Benton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11151076,Inactive Investor,Adrienne Simon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10933834,Inactive Investor,Timothy Lacasse,,State Farm VP Management Corp. Washington DC 600 Pennsylvania Ave Se,,,Salesforce
9563288,,Fredrik Martenson,,,fmartenson@gmail.com,,List import
10842077,Inactive Investor,Edward Papier,Chief Compliance Officer;Chief Executive Officer;Founder,"Amadeus Wealth Alternatives, Inc.",ep@amadeuswealth.com,,Salesforce
123572,,David Harrison,Chief Compliance Officer,Magnus Financial Group Llc,david.harrison@magnusfinancial.com,800-339-1367,Manual List Upload
11044206,Inactive Investor,Eugenio Brauner,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10876114,Inactive Investor,Elizabeth Coyle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11040668,Inactive Investor,Larsen Flinn,Financial Advisor,LPL Financial LLC Holmdel NJ 101 Crawfords Corner Rd,larsen.flinn@lpl.com,,Salesforce
9589132,,Joseph DePaolo,,,jdepaolo@signatureny.com,,List import
10891874,Inactive Investor,Ryan Barrick,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Decatur IL 445 N Franklin St",barrickr@stifel.com,,Salesforce
10938042,Inactive Investor,Brian Rosen,,"Southeast Investments, N.C., Inc.",brosen@seinvestnc.com,,Salesforce
9624594,,Jie Chong,,,jschong1997@gmail.com,,List import
11124865,Inactive Investor,James Haack,Financial Advisor,Edward Jones San Luis Obispo CA 1347 Monterey St,jim.haack@edwardjones.com,,Salesforce
10908630,Inactive Investor,Katherine Newton,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,katherine.newton@lpl.com,,Salesforce
11149548,Inactive Investor,Ellen Dollard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",ellen.dollard@ml.com,,Salesforce
9608922,,Ethan Silverman,,,ethan@genexstl.com,,List import
9635891,,Bill Callagy,,,callagyb@bellehaven.com,,List import
11067205,Inactive Investor,Adam Bomberger,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,adam.bomberger@fidelity.com,,Salesforce
10843207,Inactive Investor,Valerie Lamura,Business Manager,"Raymond James & Associates, Inc. New Hyde Park NY 3333 New Hyde Park Rd",valerie.lamura@raymondjames.com,,Salesforce
10957062,Inactive Investor,Salvador Rodriguezrodriguez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 715 E Blithedale Ave",,,Salesforce
9553215,,Adekunle Adesina,,,oluwafimkhay55@gmail.com,,List import
11231048,Inactive Investor,Freeman James,Financial Advisor,LPL Financial LLC Moulton TX 201 N Lavaca,freeman.james@lpl.com,,Salesforce
9540814,,Thomas Wooten,,,twooten1105@gmail.com,,List Import
246085,,Not Provided,,Antech Diagnostics,byronruizdvm@gmail.com,,Manual List Upload
9606556,,Donald Evans -,,,evans2903@hotmail.com,,List import
11095693,Inactive Investor,Christopher Patterson,Independent Advisor Representative;Managing Partner,"Retirement Planning Specialists, Inc.",chris@rpsemail.com,,Salesforce
10984398,Inactive Investor,Matthew Brown,,"Farmers Financial Solutions, LLC Cabot AR 85 S Pine St",,,Salesforce
10982487,Inactive Investor,Preston Neal,,LPL Financial LLC Cambridge MA Private Residence,,,Salesforce
10793067,Inactive Investor,Mark Bretzmann,Financial Advisor,Edward Jones Freeport IL 50 W Douglas St,mark.bretzmann@edwardjones.com,,Salesforce
9579612,,Ruben Gil,,,megil1@bellsouth.net,,List import
11065872,Inactive Investor,Regina Watson,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,rwatson.5rcgc@primerica.com,,Salesforce
9615103,,M Snowden,,,michael.j.snowden@ms.com,,List import
11099658,Inactive Investor,William Wylie,Portfolio Manager;President,Mitchell Sinkler & Starr,bwylie@mssadvisors.com,,Salesforce
10959166,Inactive Investor,Erich Hohenleitner,Financial Advisor,McAdam LLC,erich.hohenleitner@mcadamfa.com,,Salesforce
11040133,Inactive Investor,Craig Mclane,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",craig.j.mclane@nm.com,,Salesforce
230201,, -,,[[Unknown]],tim.m.robbins@gmail.com,,
11173878,Inactive Investor,Jefferey Jaworski,Co-Founder;Financial Planner;Managing Partner;Owner;Regulatory Contact,"Triune Financial Partners, LLC",jrj@triunefp.com,,Salesforce
235232,, -,,[[Unknown]],wcloutier.wc@gmail.com,,Organic Search
10846833,Inactive Investor,Jacob Edson,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,jacob.edson@fidelity.com,,Salesforce
10837204,Inactive Investor,Andrew Roe,Financial Advisor;Vice President,Morgan Stanley Middleton WI 8215 Greenway Blvd,andrew.roe@morganstanley.com,,Salesforce
10917191,Inactive Investor,Leen Hajou,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
11071536,Inactive Investor,Henry Dreher,Founder;Portfolio Manager,Dreher Financial Partners,sam@interestoninterest.com,,Salesforce
11144470,Inactive Investor,Kathy Burke,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President,Morgan Stanley Tampa FL 100 N Tampa St,kathy.burke1@morganstanley.com,,Salesforce
11055985,Inactive Investor,Timothy Raftis,Lead Advisor,"Insight Wealth Strategies, LLC",traftis@insight2wealth.com,,Salesforce
10821698,Inactive Investor,Steven Lesko,Senior Vice President,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",steven.lesko@raymondjames.com,,Salesforce
9603396,,salih inci,,,salihinci@protonmail.com,,List import
11011543,Inactive Investor,Robert Korman,,Vanguard Marketing Corporation,robert_korman@vanguard.com,,Salesforce
10884599,Inactive Investor,Ji Wang,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Las Vegas NV 1916 Village Center Cir",ji.wang@usbank.com,,Salesforce
9563130,,Eleanor Ashworth,,,eleanor.ashworth@lfg.com,,List import
10946161,Inactive Investor,George Aucreman,,"Hornor, Townsend & Kent, LLC Columbus OH 1900 Polaris Pkwy",gaucreman@htk.com,,Salesforce
10960126,Inactive Investor,Jessica Walker,,NYLIFE Securities LLC New Braunfels TX 391 Landa St,jwalker17@ft.newyorklife.com,,Salesforce
11098340,Inactive Investor,Alec Walk,,"U.S. Bancorp Investments, Inc. Pewaukee WI 2040 Silvernail Rd",,,Salesforce
9586701,,Eunice Armstrong,Retirement Income Specialist,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,eunice.armstrong@usaa.com,,List import
10843908,Inactive Investor,Terry Lovison,,Thurston Springer Financial,,,Salesforce
10884535,Inactive Investor,Brandi Hoover,Registered Principal,LPL Financial LLC Hattiesburg MS 10 98th Place Blvd,brandi.hoover@lpl.com,,Salesforce
10753739,Inactive Investor,Jesse Kvitek,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. New Richmond WI 460 S Knowles Ave,jesse.kvitek@thrivent.com,,Salesforce
11064153,Inactive Investor,Siva Kumar,Chief Compliance Officer;Managing Member;Managing Partner,Serene Growth Partners LLC,,,Salesforce
10777441,Inactive Investor,John Moore,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,north.moore@ubs.com,,Salesforce
10950939,Inactive Investor,Pavlo Galenko,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11153282,Inactive Investor,George Dusckas,,"RBC Capital Markets, LLC Erie PA 300 State St",,,Salesforce
9628533,,DFKDFDGF GFGHGHG,,,hghghghc@gmail.com,,List import
9640087,,William Lappas,,,wlappas@wrallc.com,,List import
10819760,Inactive Investor,Michael McLaughlin,,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",michael.d.mclaughlin@raymondjames.com,,Salesforce
11019168,Inactive Investor,William Dollar,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_dollar@vanguard.com,,Salesforce
11005434,Inactive Investor,William Ross,,"Woodmen Financial Services, Inc.",bpross@woodmen.org,,Salesforce
216216,,Rich Holman,,United States,rich@primaverarealtymedellin.com,,Event
9625059,,Oscar Matsufuji,,,oscarmatsu@hotmail.com,,List import
11205097,Inactive Investor,Richard Kulbacki,,Cetera Advisors LLC Murrysville PA 3875 Franklintowne Ct,,,Salesforce
11033113,Inactive Investor,Shari Sandoval,,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",,,Salesforce
9590646,,Mark Tootsey,,,mark_tootsey@yahoo.com,,List import
9620920,,katy thomson,,,jane02468-crypto@yahoo.com,,List import
75030,,Brian Booth,"Member, Principal, Senior Partner","Rockwood Wealth Management, LLC",bbooth@rockwoodwealth.com,267-983-6400,
11075650,Inactive Investor,Noah Davis,Financial Advisor,LPL Financial LLC Lima OH 3211 Elida Rd,noah.davis@lpl.com,,Salesforce
10782095,Inactive Investor,Roger Morris,,NYLIFE Securities LLC Prescott AZ Private Residence,rogermorris@ft.newyorklife.com,,Salesforce
10689429,,minki joung,,,1114minki@naver.com,,Web form fillout
10954381,Inactive Investor,Jeff Dockey,,PFS Investments Inc. Rancho Cordova CA 10940 White Rock Rd,jdockey@primerica.com,,Salesforce
11174552,Inactive Investor,Paul Oliver,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10770764,Inactive Investor,Justin Brouillard,Private Wealth Advisor,"Ameriprise Financial Services, LLC Putnam CT 158 Main St",justin.r.brouillard@ampf.com,,Salesforce
10986698,Inactive Investor,William Danielsen,,Oppenheimer & Co. Inc.,william.danielsen@opco.com,,Salesforce
10934237,Inactive Investor,Rhonda Hamrick,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11052840,Inactive Investor,Michael Ryan,Branch Manager;Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Monroe LA 2407 Broadmoor Blvd",m.ryan@wellsfargoadvisors.com,,Salesforce
11110922,Inactive Investor,Frank Fairbanks,Wealth Manager,Creative Planning Edmond OK Private Residence,frank.fairbanks@creativeplanning.com,,Salesforce
11233202,Inactive Investor,Maxwell Miller,,Oppenheimer & Co. Inc. Dallas TX 2100 McKinney Ave,,,Salesforce
11010939,Inactive Investor,Tommy Darland,,"Raymond James Financial Services, Inc. Midland TX 1306 W Texas Ave",tommy.darland@raymondjames.com,,Salesforce
11083654,Inactive Investor,Joel Moline,Managing Director,"Raymond James & Associates, Inc. Minneapolis MN 60 S 6th St",joel.moline@raymondjames.com,,Salesforce
10857750,Inactive Investor,Matthew Dauksza,,"Osaic Wealth, Inc. Syracuse NY 225 Wilkinson St",,,Salesforce
10900407,Inactive Investor,Earl Miller,Investment Manager,Roffman Miller Associates Inc,earl@roffmanmiller.com,,Salesforce
10839256,Inactive Investor,Ivannia Rodriguez,Financial Consultant,"Charles Schwab & Co., Inc. Miami FL 1 Alhambra Plz",ivannia.rodriguez@schwab.com,,Salesforce
11051012,Inactive Investor,Joseph Baker,Chief Compliance Officer;Managing Member;Managing Partner;Owner;Partner,"Ballast Financial Advisors, LLC Georgetown DE 33 The Cir",joseph.baker@ballastfa.com,,Salesforce
9571855,,andrea ferrero,,,a.ferrero@young.business,,List import
10844549,Inactive Investor,Derek Hassenpflug,Branch Manager,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",derek.hassenpflug@ampf.com,,Salesforce
237962,, -,,[[Unknown]],kt.bbang@gmail.com,,
10801849,Inactive Investor,David Dau,Financial Advisor,Edward Jones Johnson City TN 101 Med Tech Pkwy,david.dau@edwardjones.com,,Salesforce
10877809,Inactive Investor,John O'Toole,Senior Wealth Advisor,EP Wealth Advisors Hilton Head Island SC 2 Park Ln,,,Salesforce
9597751,,Bülent Cincioglu,,,bulent.cincioglu@gmail.com,,List import
151276,,a c,,[Unknown],caojh@live.com,,Organic Search
11185579,Inactive Investor,Johnathan Crawford,,Fidelity Brokerage Services LLC,,,Salesforce
11146856,Inactive Investor,Jeffrey D'Amico,Financial Advisor;Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Lafayette LA 1921 Kaliste Saloom Rd",jeff.damico@wfafinet.com,,Salesforce
10949463,Inactive Investor,Andrew Shaver,Paraplanner,"Ameriprise Financial Services, LLC Severna Park MD 877 Baltimore Annapolis Blvd",andrew.shaver@ampf.com,,Salesforce
338385,,David Breiner -,,[Unknown],dbreiner@cambridgeassocates.com,,
10898565,Inactive Investor,Brendan Horrocks,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",brendan.horrocks@ml.com,,Salesforce
11235688,Inactive Investor,Curtis Arnold,Financial Advisor,"Oxford Wealth Group, LLC Tampa FL 3030 N Rocky Point Dr W",,,Salesforce
10818308,Inactive Investor,Glynn Johnson,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,heath.johnson.gz35@statefarm.com,,Salesforce
10983915,Inactive Investor,Eric Marshall,,"U.S. Bancorp Investments, Inc. Upland CA 2115 W Baseline Rd",eric.marshall1@usbank.com,,Salesforce
11122687,Inactive Investor,Tami Peterson,,"Raymond James Financial Services, Inc. Virginia Beach VA 208 Golden Oak Ct",tami.peterson@raymondjames.com,,Salesforce
10812868,Inactive Investor,Brian Amidei,Chief Executive Officer;Founding Partner;Regulatory Contact,"Fortem Financial Group, LLC",bamidei@fortemfin.com,,Salesforce
10973870,Inactive Investor,Steven Carter,,J.P. Morgan Securities LLC Sugar Land TX 2410 Hwy 6,,,Salesforce
62429,,Evelyn Feng,,United States,sandnwater2013@gmail.com,,source
11072517,Inactive Investor,Maynor Martinez,,J.P. Morgan Securities LLC Mount Prospect IL 2 W Northwest Hwy,maynor.m.martinez@chase.com,,Salesforce
10773079,Inactive Investor,Horace Barker,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley New York NY 399 Park Ave,horace.barker@morganstanley.com,,Salesforce
9580837,,David Mayes,,,david@threebearings.com,,List import
10802191,Inactive Investor,Jacqulyn Gentry,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,jackie.gentry@lpl.com,,Salesforce
92533,,Mcclain Miller,,United States,mcclainmiller435@gmail.com,,
10750599,Inactive Investor,Jeremy Jung,Financial Advisor,Edward Jones Maple Grove 9325 Upland Ln N,,,Salesforce
9564082,,Linly Ramlal,,,linly.ramlal@transamerica.com,,List import
11011818,Inactive Investor,Marina Garcia Heredia,,PFS Investments Inc. San Antonio TX 911 Isom Rd,mgarcia-heredia@primerica.com,,Salesforce
230408,, -,,[[Unknown]],aliyuidrisabdullahi9@gmail.com,,
10800287,Inactive Investor,Mark Hutchings,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9616104,,L CALLEN,,,185870501@qq.com,,List import
10874800,Inactive Investor,Bryan Davidson,Financial Advisor,LPL Financial LLC Scottsdale AZ 7138 E Thunderbird Rd,bryan.davidson@lpl.com,,Salesforce
10619609,,Bryan Malis,,,bmalis@altairadvisers.com,,List Import
345583,,Annelie Holgersson,Client Associate,Corwin Company Llc,annelie.holgersson@corwincompany.com,317-706-0818,Manual List Upload
10780659,Inactive Investor,Daniel Mingo,Financial Advisor,"Wells Fargo Clearing Services, LLC Redmond WA 23467 NE Novelty Hill Rd",daniel.mingo@wellsfargoadvisors.com,,Salesforce
344925,,Yingcun Luo,Vice President,Raine Capital Llc,yluo@raine.com,212-603-5500,Manual List Upload
9639914,,Kasie Natzel,,,natze1kl@cmich.edu,,List import
10812294,Inactive Investor,Christopher Akers,Financial Advisor,Edward Jones Kingman AZ 2116 N Stockton Hill Rd,christopher.akers@edwardjones.com,,Salesforce
10892856,Inactive Investor,Russell Hughell,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",hughell.rusty@principal.com,,Salesforce
10968092,Inactive Investor,Gordon Ritthaler,,"FBL Marketing Services, LLC Haysville KS 301 W Grand Ave",gordon.ritthaler@fbfs.com,,Salesforce
11037329,Inactive Investor,Lafayette Ford,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",lafayette.ford@ml.com,,Salesforce
10778390,Inactive Investor,Patrick Hill,,"Raymond James Financial Services, Inc. Ocala FL 2201 SE 30th Ave",patrick.hill@raymondjames.com,,Salesforce
11107497,Inactive Investor,Renata Mattos,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,renata.mattos@jpmorgan.com,,Salesforce
11036351,Inactive Investor,Mabel Hanson,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,,,Salesforce
10981693,Inactive Investor,Julia Collins,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 529 W 19th St,julia.collins@jpmorgan.com,,Salesforce
10972184,Inactive Investor,Victor Huerta,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,victor_huerta@vanguard.com,,Salesforce
11002029,Inactive Investor,Edward Smith,,"Osaic Wealth, Inc. Richmond VA 2104 W Laburnum Ave",,,Salesforce
10931675,Inactive Investor,Kenneth Arendt,,Thrivent Investment Management Inc. Luxemburg WI Private Residence,ken.arendt@thrivent.com,,Salesforce
10761807,Inactive Investor,Dawn Newton,,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",dawn.newton@wellsfargoadvisors.com,,Salesforce
11162831,Inactive Investor,Brandon Truong,Wealth Advisor,PNC Investments Gaithersburg MD 702 Russell Ave,brandon.truong@pnc.com,,Salesforce
9591937,,Robert Claassen,,,rob@camponeventures.com,,List import
235183,, -,,[[Unknown]],gskic@frontiernet.net,,Organic Search
10924893,Inactive Investor,Michael Kort,,"The Leaders Group, Inc.",,,Salesforce
11011567,Inactive Investor,Nicholas Bennett,,"Nations Financial Group, Inc. Lawrence KS 3310 Mesa Way",,,Salesforce
10767026,Inactive Investor,Kent Addis,Co-Founder;President,"Addis & Hill, Incorporated",,,Salesforce
11153973,Inactive Investor,Katherine Bates,,Morgan Stanley Glens Falls NY 86 Glen St,katie.bates@ms.com,,Salesforce
10779742,Inactive Investor,Hazel Zekeriyef,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,hazel.zekeriyef@jpmorgan.com,,Salesforce
11063949,Inactive Investor,Phillip Georgiou,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10486566,,J Lawrance,,Cetera Investment Advisers LLC,lawrancej@ceteranetworks.com,,List Import
9618335,,Brian Grossman,,,brian@pfmlp.com,,List import
223578,,Anirban Dasgupta,Student,University of Massachusetts Lowell,anirban_dasgupta@student.uml.edu,,Event
11260046,Inactive Investor,Shawna Crombie,,Edward Jones Eufaula OK 201 Matthews Ln,,,Salesforce
10821901,Inactive Investor,Kim Loewer,,LPL Financial LLC Appleton WI 1500 N Casaloma Dr,kim.loewer@lpl.com,,Salesforce
11157801,Inactive Investor,Frank Auyeung,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Insurance Planning Director;International Client Adv,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,frank.auyeung@morganstanley.com,,Salesforce
373499,,EGEMEN CAN ERÇEL?K,,[Unknown],egemencanercelik@gmail.com,,source
10976130,Inactive Investor,Gah Wong,,GRANTvest Financial Group LLC,,,Salesforce
10930769,Inactive Investor,Ralph Caruso,,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,ralph_caruso@glic.com,,Salesforce
9634612,,Kimberly Foster,Executive Assistant,"Turnbridge Capital, Llc",kfoster@turnbridgecapital.com,,List import
10964965,Inactive Investor,Seaver Riccordella,,LPL Financial LLC,seaver.riccordella@lpl.com,,Salesforce
9579846,,Jason Comes,,,jcomes@carsoninstitutional.com,,List import
1727147,,JANG YUN JAE,,,jangyj4029@gmail.com,,
11078709,Inactive Investor,William Freyer,,"Equity Services, Inc. Schenectady NY 1650 State St",wfreyer@nationallife.com,,Salesforce
11233516,Inactive Investor,Jonathan Mrozek,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10808696,Inactive Investor,Sandra Liotta,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",sandra_liotta@ml.com,,Salesforce
11073827,Inactive Investor,Gretchen Kane,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11205722,Inactive Investor,Kara Gallagher,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kara.gallagher@jpmorgan.com,,Salesforce
10956101,Inactive Investor,Steven Fox-Middleton,Chief Compliance Officer;Financial Planner;President,SFM Financial Advisors LLC,steven.fm@sfmfa.com,,Salesforce
11183544,Inactive Investor,Pamela Rankin,,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,prankin@moneyconcepts.com,,Salesforce
10791409,Inactive Investor,Stephen Lee,Principal,"Logan Capital Management, Inc.",sslee@logancapital.com,,Salesforce
10757892,Inactive Investor,Robert Servidio,Financial Advisor,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,robert.servidio@morganstanley.com,,Salesforce
10971934,Inactive Investor,Yutong Ge,,Citigroup Global Markets Inc.,,,Salesforce
11212962,Inactive Investor,Matthew Anderkin,,"American Fidelity Securities, Inc.",matthew.anderkin@americanfidelity.com,,Salesforce
211865,,Scott Gehring,,USAA Investment Services Company,scott.gehring@usaa.com,800-531-8722,
11189706,Inactive Investor,Andrew Wang,Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,andrew.wang@morganstanley.com,,Salesforce
10921028,Inactive Investor,Kreighton Bieger,Managing Member;Managing Partner;Principal;Regulatory Contact,KilterHowling LLC Boulder CO 3550 Frontier Ave,kb@kilterhowling.com,,Salesforce
11047399,Inactive Investor,Crystal Garner,Principal;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Winter Park FL 1400 W Fairbanks Ave",cgarner@beaconpointe.com,,Salesforce
10907325,Inactive Investor,Samantha McKeon,,Lincoln Investment,sforst@lincolninvestment.com,,Salesforce
167780,,Daniel Bateman,,[Unknown],daniel@infoplay.ai,,
11119719,Inactive Investor,James Price,,"The Leaders Group, Inc.",james.price@leadersgroup.net,,Salesforce
11097919,Inactive Investor,Derek Notman,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Intrepid Wealth Partners, LLC",derek@intrepidwealthpartners.com,,Salesforce
11167212,Inactive Investor,Rosa Olivas,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,rosa.olivas@morganstanley.com,,Salesforce
11113162,Inactive Investor,Cledas Manuel,,MWA Financial Services Inc. Nixa MO 107 W Aldersgate Dr,cledas.manuel@mwarep.org,,Salesforce
10994993,Inactive Investor,Nicholas Kennedy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10899234,Inactive Investor,Sherry Tsang-Chowdury,,NYLIFE Securities LLC New York NY 168 Canal St,stsang@ft.newyorklife.com,,Salesforce
10875271,Inactive Investor,Kameron Elledge,,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,,,Salesforce
10901398,Inactive Investor,Kathryn Gayde,,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",gaydek@stifel.com,,Salesforce
10764383,Inactive Investor,George McClintock,Financial Advisor,"Wells Fargo Clearing Services, LLC Dothan AL 403 N Shady Ln",george.mcclintock@wellsfargoadvisors.com,,Salesforce
11028939,Inactive Investor,Sean Richmond,,"Fifth Third Securities, Inc. Lexington KY 2051 Pleasant Ridge Dr",sean.richmond@53.com,,Salesforce
9582113,,Adam Dewaal,,,adam.dewaal@fidelity.com,,List import
9634871,,Ivi Leetma,,,leetma@sterlinglp.com,,List import
10819789,Inactive Investor,John James,Financial Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,john.james@morganstanley.com,,Salesforce
9558148,,Jeffrey Knight,,,jrknight@ft.newyorklife.com,,List import
9627336,,esteban bocanegra,,,estebanbocanegra28@gmail.com,,List import
9569328,,Todd Krouner,,,bubbaqua@aol.com,,List import
11145070,Inactive Investor,Eric Hokanson,Executive Director;Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Hyannis MA 45 North St,eric.hokanson@morganstanley.com,,Salesforce
10936766,Inactive Investor,Colin Johnson,,Chelsea Financial Services Marble Falls TX 2214 N US Hwy 281,cjohnson@chfs.com,,Salesforce
10611155,,Robert Blosio,Financial Advisor,,rob.blosio@ml.com,,List Import
11106656,Inactive Investor,Michael Vinder,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10796425,Inactive Investor,Jason Rogers,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",jason.rogers@wfa.com,,Salesforce
11033607,Inactive Investor,Matthew Lolley,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11091324,Inactive Investor,Nicholas Voss,,Fidelity Brokerage Services LLC South Jordan UT 2517 W Windsor Manor Ct,,,Salesforce
10820149,Inactive Investor,Amy Pastorino,,Morgan Stanley New York NY 1 New York Plz,amy.pastorino@morganstanley.com,,Salesforce
10991701,Inactive Investor,Joel Leibengood,,Cetera Investment Services LLC Milwaukee WI 9131 W Oklahoma Ave,,,Salesforce
10858796,Inactive Investor,Cathleen Wright,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Salt Lake City UT 95 S State St,cathleen.wright@ubs.com,,Salesforce
10845090,Inactive Investor,Jaime Heimsath,Private Wealth Advisor,"Ameriprise Financial Services, LLC Richardson TX 3600 Shire Blvd",jaime.e.anderson@ampf.com,,Salesforce
11104356,Inactive Investor,Jacqui Marton,,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",jacqui.marton@raymondjames.com,,Salesforce
11155023,Inactive Investor,Ammiel Banayat,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11144907,Inactive Investor,Michael Regan,,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.regan@morganstanley.com,,Salesforce
9542815,,Shawn Best,,,shawn.best@unitedcp.com,,List import
149305,,Turushan Aktay,,[Unknown],turushanaktay@gmail.com,,
10897595,Inactive Investor,Daniel Valente,Investment Portfolio Specialist,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",daniel.valente@raymondjames.com,,Salesforce
10771321,Inactive Investor,Ramsey Georgeian,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",rgeorgeian@financialguide.com,,Salesforce
10940640,Inactive Investor,Jaime Aguilar,,"Monex Securities, Inc. San Diego CA 350 10th Ave",jaguilar@monexusa.com,,Salesforce
10966726,Inactive Investor,Charles Ivey,Financial Advisor,Savant Wealth Management Birmingham AL 101 25th St N,,,Salesforce
10850090,Inactive Investor,Jay Collins,Financial Advisor,Edward Jones Zimmerman MN 26055 Main St,jay.collins@edwardjones.com,,Salesforce
11003140,Inactive Investor,Monica Cronin,Associate,Edward Jones Caro MI 451 N State St,,,Salesforce
10945127,Inactive Investor,Ross Thompson,Financial Advisor,Edward Jones Delphos OH 1875 E 5th St,ross.thompson@edwardjones.com,,Salesforce
10934061,Inactive Investor,Gray Peckham,,"Osaic Institutions, Inc. Milford CT 51 Roses Mill Rd",,,Salesforce
10802152,Inactive Investor,Robert Kyle,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,robert.kyle@morganstanley.com,,Salesforce
348994,,Enrico Corsalini,Chief Operating Officer,"Exoduspoint Capital Management, Lp",enrico.corsalini@exoduspoint.com,646-940-9600,Manual List Upload
9620585,,david burt,,,orenco6323@gmail.com,,List import
9582621,,harry agzigian,,,harryagzigian@gmail.com,,List import
11135390,Inactive Investor,Andrew Smith,Managing Partner;Partner,Cornerstone Wealth,asmith@cwgadvisors.com,,Salesforce
10764033,Inactive Investor,Robert Waring,Financial Advisor,LPL Financial LLC Prescott AZ 183 Morning Glow Way,robert.waring@lpl.com,,Salesforce
11055317,Inactive Investor,Ryan Durkin,,Goldman Sachs & Co.,,,Salesforce
11095289,Inactive Investor,Margen Kola,,J.P. Morgan Securities LLC Brooklyn NY 177 Montague St,margen.kola@jpmorgan.com,,Salesforce
11126294,Inactive Investor,Armand Minasian,Financial Advisor,LPL Financial LLC San Francisco CA 2051 28th Ave,armand.minasian@lpl.com,,Salesforce
11098862,Inactive Investor,Christopher Landry,Wealth Management Advisor,Pacific Landfall Centreville VA Private Residence,,,Salesforce
10990743,Inactive Investor,William Hayes,,"Allstate Financial Services, LLC Missouri City TX 8880 Hwy 6",williamhayes@allstate.com,,Salesforce
351686,,Chris Cappello,Managing Director,"New England Retirement Consultants, Llc",chris.cappello@ne-rc.com,617-535-6946,Manual List Upload
11148938,Inactive Investor,Richard Miller,,"Allstate Financial Services, LLC Richland WA 1333 George Washington Way",,,Salesforce
11025705,Inactive Investor,Thomas Pham,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,,,Salesforce
10658413,,Krzysztof Madej,,,krzysztof.r.madej@jpmorgan.com,,List Import
350259,,Damon Testaverde,Managing Director,Network 1 Financial Advisors Inc.,ddtestaverde@netw1.com,732-758-9001,Manual List Upload
10787519,Inactive Investor,Gregory Gallup,Financial Advisor,Edward Jones Denison IA 118 N Main St,greg.gallup@edwardjones.com,,Salesforce
11146749,Inactive Investor,Michael Abram,Chief Compliance Officer;Portfolio Manager;Principal;Vice President,Integral Investment Advisors,mike@integral-wealth.com,,Salesforce
9555358,,Ronald Hamilton,,,ron.hamilton@securitiesamerica.com,,List import
11092655,Inactive Investor,Chandler Fralick,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",chandler.fralick@equitable.com,,Salesforce
10853956,Inactive Investor,Daniel White,Financial Advisor,"Ameriprise Financial Services, LLC Royersford PA 168 W Ridge Pike",daniel.a.white@ampf.com,,Salesforce
10937451,Inactive Investor,Luis Romano,,LPL Financial LLC Fayetteville NY 500 E Genesee St,luis.romano@lpl.com,,Salesforce
11087647,Inactive Investor,Matthew Van Ormer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",matt_vanormer@ml.com,,Salesforce
9626776,,virgilyegyolmen@gmail.com Virgil80,,,virgilyegyolmen@gmail.com,,List import
9610121,,Peter Bartos,,,toesf15@hotmail.com,,List import
10975500,Inactive Investor,Andrew Michaelides,,"The Investment Center, Inc. Otsego MN Private Residence",aamichaelides@investmentctr.com,,Salesforce
214768,,Michael Corgiat,,[Unknown],mcorgiat@keystonefncl.com,,
10996426,Inactive Investor,Kody Williams,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",kody.williams@nm.com,,Salesforce
10658075,,Francis Connelly,,,francis.connelly@securitiesamerica.com,,List Import
11172185,Inactive Investor,Jillyn Moore,Senior Vice President,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,jillyn.moore@primerica.com,,Salesforce
336590,,Juan Ospino,Sales Assistant,Creand Management,jospino@betacap.com,305-358-8844,Manual List Upload
11228655,Inactive Investor,Dominic Colabianchi,Vice President,J.P. Morgan Securities LLC San Francisco CA 1 Front St,,,Salesforce
10838592,Inactive Investor,John Houlihan,Complex Director;Managing Director,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,john.houlihan@ubs.com,,Salesforce
10993423,Inactive Investor,Callen Robinson,Investment Advisor,Fisher Investments,,,Salesforce
10486525,,Virginia Baker,"Financial Planner, Partner, Wealth Manager",Beaird Harris,ginnieb@bh-co.com,,List Import
9623230,,Larry Jones,,,larryjone765@gmail.com,,List import
10788764,Inactive Investor,Marjorie Jurek,Senior Client Associate,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",marj.jurek@rbc.com,,Salesforce
9645474,,Uwe Kraus,,,ukraus60@gmail.com,,List import
11171859,Inactive Investor,Gino Chiappetta,,"Western International Securities, Inc. Northwood OH 5552 Woodville Rd",,,Salesforce
10896815,Inactive Investor,Marina Kontzamanis,,J.P. Morgan Securities LLC Brooklyn NY 1663 E 17th St,marina.sobiyeva@jpmorgan.com,,Salesforce
9639884,,Richard Hough,"Chairman, Chief Executive Officer",Silvercrest Asset Management Group LLC,rhough@silvercrestgroup.com,,List import
9562424,,Patrick Wysoczanski,,,patrick@wukry.com,,List import
11041802,Inactive Investor,Andres Martinez - Barros,,HSBC Securities (USA) Inc.,,,Salesforce
11045403,Inactive Investor,Brooke Bowerman,,"Osaic Wealth, Inc. Toledo OH 3230 Central Park W",bbowerman@royalaa.com,,Salesforce
10799921,Inactive Investor,Kevin Downing,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
79561,,Brian Lee,Financial Associate,Thrivent Investment Management Inc.,brian.lee@thrivent.com,253-200-1759,
10752871,Inactive Investor,Jennifer Barber,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",jennifer_barber@ml.com,,Salesforce
10752645,Inactive Investor,Michael Armour,,Cetera Financial Specialists LLC Springfield IL 1307 S 7th St,michael.armour@ceterafs.com,,Salesforce
9568871,,William Mehaffey,,,wmehaffey@massmutual.com,,List import
11053819,Inactive Investor,Joel Fishman,Investment Advisor,HBW Advisory Services LLC Latham NY 7 Herbert Dr,joel.fishman@hbwpartners.com,,Salesforce
9628731,,ann j,,,annj22@maildrop.com,,List import
10992868,Inactive Investor,John Mekonen Cortes,,J.P. Morgan Securities LLC New York NY 185 Greenwich St,,,Salesforce
10611113,,Mario Zapata,"Assistant Vice President, Senior Financial Advisor",,mario.a.zapata@ml.com,,List Import
224393,,Steven Lugar,"Managing Director, Vice President",Beaird Harris,stevel@bh-co.com,972-503-1040,Manual List Upload
10840245,Inactive Investor,Jesse Lehman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
10961202,Inactive Investor,Travis Ritter,,Cetera Advisor Networks LLC Windsor CT 360 Bloomfield Ave,,,Salesforce
11004157,Inactive Investor,Timothy Lynch,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
9647397,,Brandon Kaylor,,,brandon@amncapital.co,,List import
10988516,Inactive Investor,Shabnam Delafkar,,J.P. Morgan Securities LLC Vienna VA 315 Maple Ave E,shabnam.delafkar@jpmorgan.com,,Salesforce
11086236,Inactive Investor,Carolyn Cameron,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,lcameron@dadco.com,,Salesforce
11091125,Inactive Investor,Keith Small,,Cetera Financial Specialists LLC Pleasantville NY 520 Bedford Rd,keith.small@ceterafs.com,,Salesforce
9630939,,Tobias Mele,,,tobiasmele@gmail.com,,List import
10780166,Inactive Investor,Stamatis Valaes,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",matt.valaes@ml.com,,Salesforce
9576995,,David Kincannon,,,dkincannon@massmutual.com,,List import
10752921,Inactive Investor,Barbara Johnson,Client Associate,Morgan Stanley Bellingham WA 2200 Rimland Dr,,,Salesforce
11133157,Inactive Investor,Halli Tschannen,Senior Client Associate,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",halli.tschannen@rbc.com,,Salesforce
9569020,,amirreza taheri,,,taheri.amirreza1375@gmail.com,,List import
11072387,Inactive Investor,Virgil English,,NYLIFE Securities LLC Vancouver WA 3609 Ne 109th St,vaenglish@ft.newyorklife.com,,Salesforce
11138082,Inactive Investor,Patrick Donovan,,Vanguard Marketing Corporation,patrick_donovan@vanguard.com,,Salesforce
10995451,Inactive Investor,Lee Oliver,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,lee.oliver@primerica.com,,Salesforce
11010996,Inactive Investor,Jesus Guerreroalcala,,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",jesus.guerreroalcala@equitable.com,,Salesforce
10770967,Inactive Investor,Deanna McLendon,Financial Advisor,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",deanna.r.mclendon@wellsfargoadvisors.com,,Salesforce
10892465,Inactive Investor,William Thompson,Financial Advisor;Wealth Advisor,LPL Financial LLC Omaha NE 444 Regency Pkwy Dr,william.r.thompson@lpl.com,,Salesforce
336742,,Terry Burns,Director,"Oneamerica Securities, Inc.",terry.burns@oneamerica.com,877-285-3863,Manual List Upload
368246,,Michael Graf,Manager,,michaelgraf116@yahoo.com,4168367289,Webinar
10582233,,Dan Emery,,,demery@transperfect.com,,Web Form Fillout
9587899,,Ronald Miller,,,ronaldjmiller@protonmail.com,,List import
208312,,Fiorella Caligaris,,[Unknown],lic.caligaris@gmail.com,,
128703,,Matthew Teetor,,"Sequoia Financial Group, L.l.c.",mteetor@sequoia-financial.com,(313) 343-8508,
10983270,Inactive Investor,Darrius Davis,,Edward Jones Utica MI 8152 25 Mile Rd,,,Salesforce
11231556,Inactive Investor,Enthony Silva,Financial Solutions Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 3925 Walnut St",,,Salesforce
9579101,,Stephen Becker,,,stephen.becker@53.com,,List import
162314,,alan davis,,[Unknown],al.tennis.davis@gmail.com,,
10962292,Inactive Investor,Gavin Symington,,Fidelity Brokerage Services LLC,,,Salesforce
27815,,Kathleen Payne,,United States,kapayne607@gmail.com,,
9637064,,David Guzy,,,david@fortiscapital.com,,List import
11082974,Inactive Investor,Kelsey Conklin,Business Advisor;Wealth Advisor,Commonwealth Financial Network Wilton CT 195 Danbury Rd,kconklin@commonwealth.com,,Salesforce
11086722,Inactive Investor,Garrett Maged,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,,,Salesforce
11198688,Inactive Investor,Eric Markiewicz,Associate;Financial Advisor,Edward Jones Easthampton MA 180 Pleasant St,eric.markiewicz@edwardjones.com,,Salesforce
10945250,Inactive Investor,Ryan Miller,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9581256,,Tom Durkin,,,durkin.thomas@principal.com,,List import
33280,,Michael McDermott,Investment Advisor Representative,"MML Investors Services, LLC",mmcdermott@financialguide.com,717-397-8284,
11056112,Inactive Investor,Christopher Lopez,,"Packerland Brokerage Services, Inc. Orlando FL 4700 Millenia Blvd",christopher_lopez@packerlandbrokerage.com,,Salesforce
11055829,Inactive Investor,Christine Brookins,,"Osaic Wealth, Inc. Canonsburg PA 1000 Horizon Vue Dr",,,Salesforce
11072339,Inactive Investor,Camden Collins,,LPL Financial LLC Tifton GA 1476 Carpenter Rd S,camden.collins@lpl.com,,Salesforce
11089769,Inactive Investor,Scott Newport,President,"Newport Investment Advisors, Inc.",,,Salesforce
11131026,Inactive Investor,Anna Miao,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",anna.miao@bofa.com,,Salesforce
9545207,,Thomas Moffat,,,tom.moffat@lfg.com,,List import
9548902,,Sheryl Bordelon,,,sbordelon@lincolninvestment.com,,List import
9594547,,Moritz Schauenburg,,,ms@awesome.cc,,List import
339827,,Jeffrey Robinson,Managing Director,"Bain Capital Credit, Lp",jrobinson@sankaty.com,617-516-2318,Manual List Upload
9584059,,zawzaw zawzawmin,,,zawmyatmin3@gmail.com,,List import
9631815,,Stephen Kaplan,,,skaplan@nalpakcapital.com,,List import
10764631,Inactive Investor,John Barry,Financial Advisor,LPL Financial LLC Loveland CO Private Residence,john.barry@lpl.com,,Salesforce
11089176,Inactive Investor,Blake Schneider,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,blake.schneider@fidelity.com,,Salesforce
10884348,Inactive Investor,Michael Zaino,,J.P. Morgan Securities LLC Garden City NY 82 7th St,michael.f.zaino@chase.com,,Salesforce
273,,,,,tom.jones@250ok.work,,
10619098,,Isabella Picchietti,,,isabella.casadei@morganstanley.com,,List Import
11030286,Inactive Investor,Salena Amos,Manager,"Pruco Securities, LLC. Houston TX Private Residence",salena.amos@prudential.com,,Salesforce
9631837,,Eric Church,,,eric.church0321@gamil.com,,List import
10882834,Inactive Investor,H. Toner,Senior Vice President,"Ingalls & Snyder, LLC New York NY 1325 Avenue of the Americas",,,Salesforce
10938453,Inactive Investor,Kami Pichette,,"Empower Financial Services, Inc Auburn MA Private Residence",kami.falcione@empower.com,,Salesforce
11108523,Inactive Investor,Christopher Lehan,Assistant Vice President;Financial Advisor,PNC Investments Cincinnati OH 7423 Wooster Pike,christopher.lehan@pnc.com,,Salesforce
11002938,Inactive Investor,Joanne Rose,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",joanne.rose@hantzgroup.com,,Salesforce
9606823,,john burns,,,burns95jd@yahoo.com,,List import
9594128,,Paul Snitzer,,,psnitzer@prudentmanagement.com,,List import
10931541,Inactive Investor,Lisa Joseph,,LPL Financial LLC San Diego CA 4320 La Jolla Village Dr,lisa.joseph@lpl.com,,Salesforce
10760168,Inactive Investor,Andrew Kevlahan,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",andrew.kevlahan@wellsfargo.com,,Salesforce
11212534,Inactive Investor,Chloe Collins,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",chloe.collins@lfg.com,,Salesforce
10956640,Inactive Investor,Scott Freeze,,Edward Jones Sussex WI N64 W24801 Main St,scott.freeze@edwardjones.com,,Salesforce
11177721,Inactive Investor,Liam Wynne,Branch Office Administrator,Edward Jones Monument CO 1832 Woodmoor Dr,,,Salesforce
10798648,Inactive Investor,Donald White,,"Ameritas Investment Company, LLC Indiana PA 1730 Philadelphia St",donald.white@ameritas.com,,Salesforce
11260825,Inactive Investor,Morgan Burkemper,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10783704,Inactive Investor,Scott Love,Director;Senior Portfolio Manager;Vice President,"WesBanco Securities, Inc. Wheeling WV 1 Bank Plz",slove@wesbanco.com,,Salesforce
11198753,Inactive Investor,Peter Benyola,,PNC Investments,,,Salesforce
10840095,Inactive Investor,Hailey Meihls,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,hailey.meihls@fidelity.com,,Salesforce
9550310,,Amy Tu,,,mamytu@yahoo.com,,List import
10360632,,Julio Collado,,,abreucolladojulio@gmail.com,,Web Form Fillout
11157488,Inactive Investor,Ernest Martinez,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",ernest.martinez@ml.com,,Salesforce
11167372,Inactive Investor,Caden Sperry,Private Wealth Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,caden.sperry@morganstanley.com,,Salesforce
10488598,,Michael Perry,Chief Compliance Officer & Managing Member,"Retirement Advisors, Llc",daniel@revereasset.com,,List import
10913062,Inactive Investor,Marwan Benchaaboune,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11060865,Inactive Investor,Colin Rafferty,Registered Client Associate,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",colin.rafferty@wellsfargo.com,,Salesforce
9560907,,Daniel Bergner,,,bergner.dan@principal.com,,List import
11211147,Inactive Investor,Matthew Gainey,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 900 5th Ave S",matthew.gainey@wellsfargo.com,,Salesforce
10972899,Inactive Investor,Krista Hill,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10644649,,Frances Cinardi,,,fran.cinardi@tfaconnect.com,,List Import
9604818,,Helbert Corredor,,,helbert241@outlook.com,,List import
10765098,Inactive Investor,David Jarach,,Morgan Stanley New York NY 1585 Broadway,david.jarach@morganstanley.com,,Salesforce
11029719,Inactive Investor,Rudolph Rodriguez,,"Farmers Financial Solutions, LLC Shawnee KS 10501 Shawnee Mission Pkwy",rrodriguez@farmersagent.com,,Salesforce
234079,, -,,[[Unknown]],ounchanthou1@gmail.com,,
11152578,Inactive Investor,Jake Krominga,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
234372,, -,,[[Unknown]],jcthone@gmail.com,,
10870916,Inactive Investor,Jeanne Oneill,Relationship Advisor,Brown Advisory Wilmington DE 1201 N Market St,joneill@brownadvisory.com,,Salesforce
9568799,,pollet rudy,,,rudy@rudypollet.com,,List import
9562119,,Joshua Torres,,,joshua.torres@hancockwhitney.com,,List import
10797465,Inactive Investor,Jeffrey Embree,Director - Alternative Investments;Financial Advisor;Financial Analyst;First Vice President - Wealth Management;Workplace Adviso,Morgan Stanley New York NY 55 E 52nd St,jeffrey.embree@morganstanley.com,,Salesforce
373928,,carlos seckler,,[Unknown],secklerc@gmail.com,,source
177109,,Stephen Blundin,Director - Public Equities & Alternatives,[Unknown],stephen.blundin@verizon.com, +1 908 559 2541,Database Upload
10983839,Inactive Investor,Matthew Midgett,Compliance Associate,"Benjamin F. Edwards & Company, Inc.",matthew.midgett@benjaminfedwards.com,,Salesforce
10615331,,Frank Senzino,"Financial Advisor, Insurance Planning Director, Portfolio Manager, Vice President",,frank.senzino@morganstanley.com,,List Import
10970388,Inactive Investor,Sanja Smajlovic,,"Raymond James Financial Services, Inc.",sanja.smajlovic@raymondjames.com,,Salesforce
10661382,,Julie Murphy,,,julie@jmcwealth.com,,List Import
10874143,Inactive Investor,Ronald Starr,Chief Compliance Officer;Managing Director,"Turtle Bay Group, Inc.",rstarr@theturtlebaygroup.com,,Salesforce
26413,,???????? ???????,,[Unknown],ivanganin2010@gmail.com,,Direct
10849632,Inactive Investor,Dennis Zaverl,,"ValMark Securities, Inc. Westlake OH 2035 Crocker Rd",,,Salesforce
11217218,,Joseph Volpe,,,joseph.volpe@schwab.com,,Other
338183,,Ruth Trautwein,Senior Investment Associate,Stegner Investment Associates Inc,rtrautwein@stegnerinvestments.com,502-895-0122,Manual List Upload
10617578,,Mark Andrus,,,mark.andrus@wellsfargoadvisors.com,,List Import
10866196,Inactive Investor,Kelsey Daniels,,PFS Investments Inc. Biddeford ME 2 Main St,kelsey.daniels@primerica.com,,Salesforce
349041,,Andrew Tsai,Special Partner,"Chalkstream Capital Group, L.p.",atsai@chalkstreamcapital.com,212-707-6100,Manual List Upload
122442,,Stanley Okafor,,Zenith Bank PLC,stanley.u.okafor@gmail.com,(234) 818-2113,Organic Search
11207599,Inactive Investor,Ted Scharch,Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,ted.a.scharch@ubs.com,,Salesforce
11212368,Inactive Investor,Benjamin Milbrath,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Spokane WA 601 W Riverside Ave,bmilbrath@dadco.com,,Salesforce
11170562,Inactive Investor,Therese Tamagni,Registered Client Service Associate;Wealth Management Associate,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,therese.moore@ubs.com,,Salesforce
178155,,Peter Sartogo,Managing Partner,[Unknown],info@gwmholding.com, +44 207 355 0605,Database Upload
245921,,Not Provided,,ushr,raven.bellamy@mail.house.gov,,Manual List Upload
11035005,Inactive Investor,Andrew Lough,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",andrew.lough@ml.com,,Salesforce
11197705,Inactive Investor,Karen Beaver-Hitz,Financial Advisor,Edward Jones Hummelstown PA 11 S Hanover St,karen.beaver-hitz@edwardjones.com,,Salesforce
10777527,Inactive Investor,Paul Petroff,Investment Executive,"Fifth Third Securities, Inc. Howell MI 3866 E Grand River Ave",paul.petroff@53.com,,Salesforce
11171382,Inactive Investor,Bryant Ogeorgia,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,bryant_ogeorgia@vanguard.com,,Salesforce
10893509,Inactive Investor,Adam Massey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10790439,Inactive Investor,Brian Roath,,"Hornor, Townsend & Kent, LLC Milford MI Private Residence",broath@htk.com,,Salesforce
9541833,,Christopher Talbot,,,christopher.talbot@valic.com,,List import
349751,,David Murdoch,Member,Lind Capital Partners,david.murdoch@lindcapitalpartners.com,312-878-3830,Manual List Upload
9622078,,Donna Chiaia,,,donna@mycrazymail.net,,List import
352666,,Jeff Leatherman,Business Development,Trive Capital Management Llc,jeffleatherman@trivecapital.com,214-499-9715,Manual List Upload
11149234,Inactive Investor,Neven Fox,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",neven.fox@nm.com,,Salesforce
10790229,Inactive Investor,Dallas Sproul,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11008838,Inactive Investor,Alejandro Sanchez,Financial Advisor,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",alejandro.sanchez@nm.com,,Salesforce
374467,,Tyler Qualio,President,Sentinus LLC,tyler.qualio@sentinus.com,(630) 448-5711,Google Natural Search
10870951,Inactive Investor,Robert Morris,,State Farm VP Management Corp. Newtown PA 780 Newtown Yardley Rd,,,Salesforce
10841606,Inactive Investor,Theresa Francy,,"Ameriprise Financial Services, LLC Red Bank NJ 12 Broad St",theresa.francy@ampf.com,,Salesforce
11111545,Inactive Investor,James Buto,,LPL Financial LLC Erie PA 1250 Tower Ln,james.buto@lpl.com,,Salesforce
11007273,Inactive Investor,Randall Mueller,,"Farmers Financial Solutions, LLC Batavia OH 956 Old State Rte 74",,,Salesforce
10801474,Inactive Investor,Brian Nash,Financial Advisor,Morgan Stanley Modesto CA 1020 10th St,brian.nash@morganstanley.com,,Salesforce
10826698,Inactive Investor,Vijai Verma,,"Coordinated Capital Securities, Inc. Loves Park IL 1752 Windsor Rd",,,Salesforce
11081055,Inactive Investor,Neil Ballotte,,"Northwestern Mutual Investment Services, LLC Branford CT 531 Main St",neil.ballotte@nm.com,,Salesforce
9638711,,Mark Kerwin,,,mkerwin@mfa.org,,List import
10769208,Inactive Investor,Susan Bremer,Chief Compliance Officer;Chief Financial Officer,"Reynders, McVeigh Capital Management, LLC Boston MA 121 High St",sbremer@reyndersmcveigh.com,,Salesforce
336676,,Matt Falkowski,"Vice President, Research",Seabridge Investment Advisors Llc,mfalkowski@seabridge.com,908-273-5085,Manual List Upload
10973202,Inactive Investor,Eyan Shaum,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10896773,Inactive Investor,Steve Gray,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 121 SW Morrison St",steve.r.gray@bofa.com,,Salesforce
10754491,Inactive Investor,Sally Beckwith,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Bellevue WA 500 108th Ave NE,sally.beckwith@morganstanley.com,,Salesforce
10780210,Inactive Investor,James Brunatti,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10802182,Inactive Investor,Michael Lanides,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",michael_lanides@ml.com,,Salesforce
10938808,Inactive Investor,Richard Doucette,,Purshe Kaplan Sterling Investments Ambler PA 311 Lindenwold Ave,rdoucette@pksinvest.com,,Salesforce
11035991,Inactive Investor,Brian Pineiro,Private Client Banker,J.P. Morgan Securities LLC Miami FL 2830 N Miami Ave,brian.pineiro@chase.com,,Salesforce
10948614,Inactive Investor,Zachary Scherer,,"Osaic Wealth, Inc. Fort Wayne IN 7223 Engle Rd",,,Salesforce
11096973,Inactive Investor,Bradley Lineberger,Chief Compliance Officer;Owner;President,"Seaside Wealth Management, Inc.",brad@seasidewealth.com,,Salesforce
11066998,Inactive Investor,Paul Milanes,,"Wells Fargo Clearing Services, LLC Wesley Chapel FL 5227 Bruce B Downs Blvd",,,Salesforce
10793404,Inactive Investor,John Busco,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",john.busco1@wellsfargo.com,,Salesforce
10841326,Inactive Investor,Margaret Jimenez,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
11183651,Inactive Investor,William Campbell,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Conway AR 2501 Dave Ward Dr",scotty.campbell@wellsfargoadvisors.com,,Salesforce
10797655,Inactive Investor,Melanie Duff,,"Ameriprise Financial Services, LLC Oklahoma City OK 3030 NW Expy",melanie.a.duff@ampf.com,,Salesforce
2797454,,Diako Khoshnamak,,,dxoshnamak@gmail.com,,
9541860,,Suleman Mulla,,,sugs90@gmail.com,,List import
10880119,Inactive Investor,Corey Owen,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Sutter Creek CA Private Residence",cowen@kingsview.com,,Salesforce
11072606,Inactive Investor,Amanda Hoffman,Financial Advisor,D.A. Davidson & Co. Oklahoma City OK 1601 NW Expy,ahoffman@dadco.com,,Salesforce
9587081,,Robert Kleiber,,,rkleiber@compassfmllc.com,,List import
10897089,Inactive Investor,Dechristopher Curtin,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,dechristopher.curtin@lpl.com,,Salesforce
10772122,Inactive Investor,Karen Ellenbecker,Corporate Secretary;Founder;Senior Wealth Advisor;Treasurer,Ellenbecker Investment Group,karen@ellenbecker.com,,Salesforce
10833279,Inactive Investor,David Eskenazi,Investment Advisor Representative,"Osaic Wealth, Inc. Seattle WA 2033 6th Ave",,,Salesforce
11008831,Inactive Investor,Jorge Leguillu - Alverio,,"Mutual of Omaha Investor Services, Inc. Guaynabo PR B7 Calle Tabonuco",,,Salesforce
10910500,Inactive Investor,Willis Dobbs,Wealth Advisor,"Perigon Wealth Management, LLC Atlanta GA 1776 Peachtree St NW",willis@perigonwealth.com,,Salesforce
10856265,Inactive Investor,Jorey Bernstein,,"Western International Securities, Inc. Newport Beach CA 660 Newport Center Dr",,,Salesforce
11230352,Inactive Investor,Alonzo Zavala Barajas,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11079024,Inactive Investor,Shubhangi Khatu,,J.P. Morgan Securities LLC Flemington NJ 318 State Rte 31,shubhangi.khatu@chase.com,,Salesforce
337176,,Heather Waddell,Executive Vice President,SA Franklin Foreign Value Portfolio,hwaddell@templeton.com,1-954-527-7534,
210501,,Mono Schwarz-Kogelnik,, -,onom@onom.org,9178156669,
11016188,Inactive Investor,Richard Turk,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,rturk@primerica.com,,Salesforce
10974077,Inactive Investor,David Gay,Financial Advisor,"Osaic Wealth, Inc. San Antonio TX 2702 N Loop 1604 E",,,Salesforce
10907013,Inactive Investor,Brian Grossman,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C.",bgrossman@sequoia-financial.com,,Salesforce
118854,,Craig Tibbitts,,"MML Investors Services, LLC",ctibbitts@financialguide.com,413-737-8400,
11005748,Inactive Investor,Gerald Mckim,,"Baker Tilly Capital, LLC Philadelphia PA 1650 Market St",gerald.mckim@bakertilly.com,,Salesforce
11174748,Inactive Investor,Theresa Tihanyi,Financial Advisor,Edward Jones Luck WI 2547 State Road 35,theresa.tihanyi@edwardjones.com,,Salesforce
11139087,Inactive Investor,Matthew Barnes,Financial Professional,"Pruco Securities, LLC. Mankato MN 1704 N Riverfront Dr",,,Salesforce
11045910,Inactive Investor,Charlie Skipper,,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",,,Salesforce
11126034,Inactive Investor,Elicia Wilson,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",elicia.wilson@tiaa.org,,Salesforce
219682,,G Ayscale,,[Unknown],r.vonkeim@gmail.com,,
10994195,Inactive Investor,Ariel Smith,,"Sanford C. Bernstein & Co., LLC",ariel.smith@bernstein.com,,Salesforce
11155226,Inactive Investor,Kyle Richards,,Key Investment Services LLC Amelia OH 18 W Main St,kyle.richards@key.com,,Salesforce
10997570,Inactive Investor,Alexander Lopez,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",alexander.lopez@usbank.com,,Salesforce
10773471,Inactive Investor,Timothy Tasso,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",timothy.j.tasso@ml.com,,Salesforce
10810677,Inactive Investor,Jerry David,Chief Executive Officer;Founder;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",,,Salesforce
10900752,Inactive Investor,Margaret Randle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",margaret.randle@ml.com,,Salesforce
11122963,Inactive Investor,Steven Hicks,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,shicks01@nyl.com,,Salesforce
206660,,Vera Newhouse,Director Corp Comms,IEX Group,vera.newhouse@iextrading.com,,Event
9608708,,Peter Ojo,,,babatundey.ojo@gmail.com,,List import
11064836,Inactive Investor,Matthew Fink,,TradeWeb L.L.C,matthew.fink@tradeweb.com,,Salesforce
11072358,Inactive Investor,James Needy,Financial Advisor,Edward Jones San Diego CA 6165 Greenwich Dr,james.needy@edwardjones.com,,Salesforce
10802079,Inactive Investor,James Mills,Director - Institutional Consulting;Institutional Consultant;Senior Vice President - Wealth Management,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,larry.mills@msgraystone.com,,Salesforce
9589965,,corbr clipp,,,clippcorbr316@gmail.com,,List import
11020955,Inactive Investor,Chinou Chang,,"Allstate Financial Services, LLC Arcadia CA 556 Las Tunas Dr",jeniferchang@allstate.com,,Salesforce
9556979,,Tony Winter,,,willywo47@gmail.com,,List import
9592046,,Douglas Bambeck,,,dbambeck@invp.com,,List import
10913657,Inactive Investor,Jacee Randall,Financial Advisor,Edward Jones Oklahoma City OK 11912 S May Ave,jacee.randall@edwardjones.com,,Salesforce
9616997,,Raymond Houston,,,raymondwhouston@gmail.com,,List import
11085807,Inactive Investor,Donald Berkey,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue OH 1110 Castalia St",donald.r.berkey@ampf.com,,Salesforce
9596122,,Kelsea Stone Stone,,,stonekelsea22@gmail.com,,List import
10647382,,Gabrielle Sherry,,,gabrielle.sherry@wfafinet.com,,List Import
9551015,,Wendi Weygandt,,,wendi.weygandt@yahoo.com,,
10910785,Inactive Investor,Martin Klein,,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,martin.klein@primerica.com,,Salesforce
10983733,Inactive Investor,Wendy Wolfe,Operations Manager,"Ameriprise Financial Services, LLC Fleming Island FL 1845 Town Center Blvd",wendy.wolfe@ampf.com,,Salesforce
11152860,Inactive Investor,Todd Morgan,,Bel Air Investment Advisors,tmorgan@hightoweradvisors.com,,Salesforce
10871304,Inactive Investor,Dongling Ma,,"Transamerica Financial Advisors, Inc Malvern PA 101 Lindenwood Dr",dongling.ma@transamerica.com,,Salesforce
11025686,Inactive Investor,Robert Thompson,,"Equity Services, Inc. Lawrence PA Private Residence",,,Salesforce
41704,,Thomas Knipper,"Chief Compliance Officer, Vice President","Ameritas Investment Partners, Inc.",tknipper@ameritas.com,513-632-1681,
11197924,Inactive Investor,Cody Anderson,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Columbus OH 1431 W Lane Ave,cody.anderson@jpmorgan.com,,Salesforce
10993397,Inactive Investor,Andrew Dodd,Financial Advisor,"Abound Wealth Management, LLC",andrew@aboundwealth.com,,Salesforce
9553549,,Edgar Thomas,,,athomas@claraphi.com,,List import
11070439,Inactive Investor,Frank Holloway,Wealth Advisor,"Solano Wealth Management, Inc.",frank@solanowealth.com,,Salesforce
11090750,Inactive Investor,David Brauti,,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,david.brauti@ubs.com,,Salesforce
11098691,Inactive Investor,Gene Summerlin,Financial Advisor,Edward Jones Fairfax VA 13135 Lee Jackson Memorial Hwy,gene.summerlin@edwardjones.com,,Salesforce
11011027,Inactive Investor,Yishai Friedman,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,joshfriedman@ft.newyorklife.com,,Salesforce
9602585,,Anna Kustkova,,,tamikotillinghasttoq31@gmail.com,,List import
10962020,Inactive Investor,Garrett Gamble,Financial Services Associate,Morgan Stanley Baton Rouge LA 400 Convention St,,,Salesforce
10875500,Inactive Investor,Carol Pitts,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9595597,,Rakhi Rao,,,rakhi@bakerstreetadvisors.com,,List import
10935733,Inactive Investor,Fabio Battaglia,,"Osaic Wealth, Inc. Eatontown NJ 12 Christopher Way",,,Salesforce
10558353,,KAZUE HESHIKIRI,,,heshizou@gmail.com,09015546436,Web Form Fillout
10955179,Inactive Investor,Hanson Lee,,"Wells Fargo Clearing Services, LLC Mountain View CA 599 Castro St",hanson.lee@wellsfargo.com,,Salesforce
10819717,Inactive Investor,Elizabeth Bingham,Client Service Associate;Financial Advisor,Oppenheimer & Co. Inc. Kalamazoo MI 555 W Crosstown Pkwy,elizabeth.bingham@opco.com,,Salesforce
11164685,Inactive Investor,Kieran Cannon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd",,,Salesforce
10896623,Inactive Investor,Chase Donohue,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 9405 Mill Brook Rd",chase.donohue@ampf.com,,Salesforce
11238518,Inactive Investor,Collin Fitzgerald,,The Bollard Group LLC,cfitzgerald@bollard.com,,Salesforce
10785866,Inactive Investor,Jerome Doherty,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jerome.doherty@fidelity.com,,Salesforce
11155694,Inactive Investor,Lakshmi Moparthi,,NYLIFE Securities LLC Edison NJ 379 Thornall St,lmoparthi@ft.newyorklife.com,,Salesforce
11126251,Inactive Investor,David Boike,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,david.boike@jpmorgan.com,,Salesforce
11128686,Inactive Investor,William McMaster,Financial Advisor;First Vice President,Morgan Stanley Columbia SC 1320 Main St,will.mcmaster@morganstanley.com,,Salesforce
9540836,,Joel Goldstein,,Alpine,joel.goldstein@alpineglobal.com,,Content
11157992,Inactive Investor,Marisa Dehoff,Financial Advisor,"Ameriprise Financial Services, LLC York PA 3995 E Market St",marisa.dehoff@ampf.com,,Salesforce
10808424,Inactive Investor,Benjamin Nathan,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",,,Salesforce
9562475,,Samuel Brownell,,,sbrownell@stratuscapitalmgmt.com,,List import
11120734,Inactive Investor,Richard Hogan,,NYLIFE Securities LLC Corning IA 616 Davis Ave,rfhogan@ft.newyorklife.com,,Salesforce
10822175,Inactive Investor,Michael Newman,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",michael.newman@ampf.com,,Salesforce
10956464,Inactive Investor,Ethan Heibel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",ethan.heibel@schwab.com,,Salesforce
10993485,Inactive Investor,Zachary Stewart,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",zachary.stewart@transamerica.com,,Salesforce
11123663,Inactive Investor,Patrick Laganke,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",patrick.laganke@ml.com,,Salesforce
10351267,,Violet Dawson,,,violetrdawson@aol.com,,Web Form Fillout
4925,,MELANIE BENDER,,RETIRED HOME BUILDER,goldifruss@yahoo.com,812-449-6290,
11119760,Inactive Investor,Ariel Katz,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",ari.katz@ampf.com,,Salesforce
11089134,Inactive Investor,Charles Smith,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,charles.s.smith@ubs.com,,Salesforce
10925724,Inactive Investor,Susan Drummond,Client Service Associate,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",susan.drummond@ampf.com,,Salesforce
1002300,Inactive Investor,Henry Dormitzer,Portfolio Manager,"Choate Investment Advisors, LLC",hdormitzer@choate.com,(617) 973-4900,
9585046,,Michael Hosmar,,,m.hosmar@fi.com,,List import
337971,,Justin Lauver,Consultant,Andco Consulting,justinl@andcoconsulting.com,844-442-6326,Manual List Upload
10958660,Inactive Investor,Lida Bickford,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,lida.bickford@fmr.com,,Salesforce
11091310,Inactive Investor,Jackson Morse,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
124633,,Sharon Barton,,"Stratos Wealth Partners, Ltd",sbarton@stratoswealthpartners.com,480-409-5920,
10909846,Inactive Investor,James Sarych,,"Kestra Investment Services, LLC Minneapolis MN 505 Hwy 169 N",jim.sarych@nfp.com,,Salesforce
9601747,,Kim Young,,,kim.young@cannonfinancialstrategists.com,,List import
10645100,,Andrew Witt,,,andrew.witt@morganstanley.com,,List Import
10955192,Inactive Investor,Anthony Meehan,,"RBC Capital Markets, LLC",,,Salesforce
11079383,Inactive Investor,Nikhil Goel,,Evercore Group L.L.C.,,,Salesforce
11142442,Inactive Investor,Melissa Wyble,Client Advisor;Senior Vice President,Neuberger Berman BD LLC,melissa.wyble@nb.com,,Salesforce
10930592,Inactive Investor,Timothy Koning,,"Farmers Financial Solutions, LLC Simi Valley CA 45 W Easy St",tkoning@farmersagent.com,,Salesforce
11171582,Inactive Investor,Donnie Phillips,Executive Vice President,"Crews & Associates, Inc.",dphillips@crewsfs.com,,Salesforce
11209481,Inactive Investor,Hayk Grigoryan,Chief Compliance Officer;Managing Member,"SharpeMachine, LLC",hayk.grigoryan@sharpemachine.com,,Salesforce
10837527,Inactive Investor,Christopher Coulter,Associate Vice President - Investments,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",chris.coulter@raymondjames.com,,Salesforce
10769828,Inactive Investor,Robert Moranville,,"Raymond James Financial Services, Inc. Powell OH 7560 Sawmill Pkwy",,,Salesforce
11068116,Inactive Investor,Vivien Balcker,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",vivien.balcker@ampf.com,,Salesforce
10937873,Inactive Investor,Zachary Shafran,Co-Chief Investment Officer;Senior Portfolio Manager,"Meritage Portfolio Management, Inc.",zshafran@meritageportfolio.com,,Salesforce
11187981,Inactive Investor,Edward Kuzas,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,edward.kuzas@jpmorgan.com,,Salesforce
11110622,Inactive Investor,L Wheeler,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",clay.wheeler@wellsfargoadvisors.com,,Salesforce
11140719,Inactive Investor,Benjamin Quilty,Chief Executive Officer,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",benquilty@pinnacle-llc.com,,Salesforce
10999324,Inactive Investor,Joseph Worms,Financial Professional,"Equitable Advisors, LLC Peoria IL 6746 N Frostwood Pkwy",joseph.worms@equitable.com,,Salesforce
11109204,Inactive Investor,Matthew Kelly,Financial Advisor,"Allegheny Investments, Ltd.",mkelly@alleghenyfinancial.com,,Salesforce
10984674,Inactive Investor,Michael Grote,,J.P. Morgan Securities LLC Solon OH 6395 Som Center Rd,,,Salesforce
160420,,dave king,,[Unknown],dk1123@yahoo.com,,
11156124,Inactive Investor,Lori Morgan,Financial Advisor,Edward Jones Shelton WA 1717 Olympic Hwy N,lori.morgan@edwardjones.com,,Salesforce
10620016,,Thomas Wells,,,twellsiv@firstambank.com,,List Import
10857594,Inactive Investor,Justin Bowers,Senior Vice President,"Raymond James & Associates, Inc. Bedminster NJ 350 Main St",justin.bowers@raymondjames.com,,Salesforce
11102104,Inactive Investor,Michael DeMarchena,,"HighTower Securities, LLC",mdemarchena@hightoweradvisors.com,,Salesforce
11062626,Inactive Investor,Omar Baig,,Cetera Advisor Networks LLC Saint Louis MO 2190 S Mason Rd,obaig@ceteranetworks.com,,Salesforce
9592964,,Jeremy Ellis,,,jeremyellis2817@gmail.com,,List import
10923095,Inactive Investor,Thomas Honan,,Fidelity Brokerage Services LLC,,,Salesforce
11099367,Inactive Investor,William Toller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.toller@fidelity.com,,Salesforce
11157678,Inactive Investor,Brandon Wendland,,"Advanced Advisor Group, LLC Detroit Lakes MN 714 Lake Ave",,,Salesforce
9571974,,David -,,,dpritting@gmail.com,,List import
9579664,,Michael Clark,,,mikeclark@wowway.com,,List import
45367,,James Sweeden,Financial Associate,Thrivent Investment Management Inc.,jimmy.sweeden@thrivent.com,402-905-4219,
344595,,Jeffrey Levitt,"Chief Executive Officer, Treasurer",Stonebridge Capital Management,jlevitt@sbcm.net,973-244-9696,Manual List Upload
11101411,Inactive Investor,John Wietholter,,State Farm VP Management Corp.,garrettwietholter.lhfy@statefarm.com,,Salesforce
10612869,,William Lewis,"Financial Advisor, Private Wealth Advisor",,william.m.lewis@ampf.com,,List Import
11127172,Inactive Investor,Chad Copley,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ames IA 406 Main St",chad.copley@nm.com,,Salesforce
11103318,Inactive Investor,Sandra Kalve,Regional Director,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",sandra.kalve@prudential.com,,Salesforce
10923464,Inactive Investor,Jeffrey Kosta,,J.P. Morgan Securities LLC Spring TX 7412 Louetta Rd,,,Salesforce
11208797,Inactive Investor,Bryce Peterson,Chief Compliance Officer;Chief Executive Officer;Owner,Peterson Wealth Management,bryce@petersonwm.net,,Salesforce
9554511,,Michael Glur,,,mglur@hotmail.com,,List import
10772458,Inactive Investor,Christopher Jaworski,Financial Advisor,"Wells Fargo Clearing Services, LLC Green Bay WI 959 Kepler Dr",christopher.jaworski@wellsfargoadvisors.com,,Salesforce
11165766,Inactive Investor,Manuel Martinez,Financial Advisor;Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",manuel.e.martinez@wellsfargoadvisors.com,,Salesforce
9635083,,Joanne Parkinson,,,jparkinson@thoroughbredfinancial.com,,List import
9602376,,Laddi Jhuty,,,laddi@nriwealth.com,,List import
10917051,Inactive Investor,Thomas Blair,,Kovack Securities Inc. Floral Park NY 15 Verbena Ave,,,Salesforce
11206087,Inactive Investor,Robert Brown,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tulsa OK 4940 S Columbia Ave",kent.brown@wfafinet.com,,Salesforce
337467,,Michele Kovatchis,Senior Managing Director Chicago,Antares Capital Advisers Llc,michele.kovatchis@antares.com,312-889-9920,Manual List Upload
10793445,Inactive Investor,Jamie Johnston,Director - Business Development;Vice President,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,jamie.johnston@morganstanley.com,,Salesforce
10752426,Inactive Investor,Kenneth Ramos,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",ramosk@stifel.com,,Salesforce
11140996,Inactive Investor,Thomas Wiltz,,"Centaurus Financial, Inc. Biloxi MS 2574 Marcia Ct",,,Salesforce
249307,,Becky Wong,,Globex Capital Partners,becky.wong@globexcapital.net,,Manual List Upload
11210719,Inactive Investor,John Clark,,The Huntington Investment Company Hermitage PA 3250 Shenango Valley Fwy,john.clark@huntington.com,,Salesforce
11118349,Inactive Investor,Aaron Lieberman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,aaron.lieberman@fidelity.com,,Salesforce
174743,,Pia Skogstrom,Associate Director,Liechtenstein Global Trust,pia.skogstrom@lgt.com, +44 (0)20 7529 0971,Database Upload
11041940,Inactive Investor,Jacob Mathis,,J.P. Morgan Securities LLC Houston TX 1935 W Gray St,,,Salesforce
10791114,Inactive Investor,Sarah Bailey,Wealth Management Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,sarah.bailey@ubs.com,,Salesforce
9642198,,Roei Cohen,,,emacx182@gmail.com,,List import
172495,,Joel Karlinsky,,[Unknown],jkarlinsky@comcast.net,,Content
10760350,Inactive Investor,William Hawker,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",william.hawker@wellsfargoadvisors.com,,Salesforce
10818730,Inactive Investor,Heather Djuric,Registered Client Associate,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",heather.djuric@wfadvisors.com,,Salesforce
10826660,Inactive Investor,Dennis Berrier,,NYLIFE Securities LLC Westerville OH 5005 Sunbury Rd,dberrier@ft.newyorklife.com,,Salesforce
10696794,Active Investor,Scott Farash,,Scott Farash,,,Salesforce
11090206,Inactive Investor,Ahmed Ghulamali,Financial Advisor;Vice President - Wealth Management,"Trilogy Capital, Inc.",ahmed.ghulamali@trilogyfs.com,,Salesforce
10799714,Inactive Investor,Linda Sanders,,Morgan Stanley Hauppauge NY 888 Veterans Hwy,linda.sanders@ms.com,,Salesforce
28390,,George Mussalli,Chief Investment Officer,Panagora Asset Management Inc,gmussalli@panagora.com,617-439-6300,Manual List Upload
44547,,Jenifer Jensen,,"SagePoint Financial, Inc.",jjensen@sagepointadvisor.com,503-566-7266,
11191201,Inactive Investor,David Shapiro,Financial Advisor,Johnson Brunetti,dshapiro@johnsonbrunetti.com,,Salesforce
9578667,,Mark Linville,,,mark.linville@securitiesamerica.com,,List import
11052833,Inactive Investor,Eric Wendling,Financial Advisor,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",eric.wendling@wellsfargoadvisors.com,,Salesforce
11081829,Inactive Investor,Sondra James,Supervisory Control Manager,"Wells Fargo Clearing Services, LLC",sondra.upchurch@wellsfargoadvisors.com,,Salesforce
10758561,Inactive Investor,Andrew Aramany,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",andrew_aramany@ml.com,,Salesforce
5251569,,Kevin Noreus,,,knoreus@gmail.com,,Web Form Fillout
11003530,Inactive Investor,Elizabeth Blackburn,,Cetera Advisor Networks LLC Ocala FL 2215 E Fort King St,,,Salesforce
148565,,Nishita Jain,,[Unknown],njain@ark-invest.com,,
11220380,,Nicholas Dirienzo,,,nicholas.dirienzo@nottinghamadvisors.com,,Other
10789760,Inactive Investor,Mary Myles,Regional Vice President,PFS Investments Inc. Salinas CA 21 W Laurel Dr,mary.myles@primerica.com,,Salesforce
10758646,Inactive Investor,Richard Bernstein,Financial Advisor,"Wells Fargo Clearing Services, LLC Incline Village NV 925 Tahoe Blvd",rj.bernstein@wellsfargoadvisors.com,,Salesforce
9563221,,Eduardo Fernandez,,,fernandezconsultoria@yahoo.com.br,,List import
10863194,Inactive Investor,William Franey,Chief Compliance Officer;Chief Financial Officer,"The Wealth Alliance, LLC",wfraney@thewealthalliance.com,,Salesforce
10794683,Inactive Investor,Gregory Krewson,Financial Planner;Retirement Planning Specialist,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",gregory.krewson@equitable.com,,Salesforce
11209306,Inactive Investor,Jeffrey Hopf,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,jeff.hopf.cunx@statefarm.com,,Salesforce
10937334,Inactive Investor,Rana Chander,Chief Operating Officer;Chief Operations Officer;Regulatory Contact,"Sound Income Strategies, LLC",rchander@soundincomestrategies.com,,Salesforce
11037851,Inactive Investor,Tiffany Gomez,Associate Financial Planner,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tiffany.gomez@tiaa.org,,Salesforce
10913907,Inactive Investor,Barry McCarter,Chief Compliance Officer;President,"McCarter Investments, LLC",,,Salesforce
227058,, -,,[[Unknown]],laferriere1steve@gmail.com,,
9598485,,Dayat Batam,,,dayatbatam2577@gmail.com,,List import
10829973,Inactive Investor,Edward Hill,,"Wells Fargo Advisors Financial Network, LLC Kingston NY 63 Hurley Ave",edward.hill@wfafinet.com,,Salesforce
10894729,Inactive Investor,Evan Osborne,Regional Director,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",evan.osborne@prudential.com,,Salesforce
10958936,Inactive Investor,Jonathan Murphy,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",jonathan.murphy@firstcitizens.com,,Salesforce
9601084,,Carter Mack,,,cmack@jmpg.com,,List import
10819015,Inactive Investor,William Kennon,Financial Advisor;First Vice President,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,william.kennon@ubs.com,,Salesforce
10815719,Inactive Investor,Mitchell Benson,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",mitchell.s.benson@ampf.com,,Salesforce
9646746,,paul hornblower,,,phornblower@comcast.net,,List import
10855202,Inactive Investor,Leslie Arcuri,Senior Relationship Manager,"Principal Securities, Inc. Charlottesville VA Private Residence",arcuri.leslie@principal.com,,Salesforce
10959822,Inactive Investor,Jeremy Mccallum,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10820746,Inactive Investor,Douglas Settle,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Oklahoma City OK 3121 Quail Springs Pkwy",doug.settle@raymondjames.com,,Salesforce
10959020,Inactive Investor,Brendan Hall,,Fidelity Brokerage Services LLC,brendan.hall@fidelity.com,,Salesforce
9622299,,John Bullinga,,,bullinga@hotmail.com,,List import
10791390,Inactive Investor,David Kowalski,,"World Equity Group, Inc. Dolton IL 833 E 158th St",dkowalski@weg1.com,,Salesforce
11188584,Inactive Investor,Patricia Preston,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",tricia.m.preston@schwab.com,,Salesforce
11060553,Inactive Investor,Michael McCarrick,Financial Advisor,Morgan Stanley Riverhead NY 611 E Main St,mike.mccarrick@morganstanley.com,,Salesforce
11193783,Inactive Investor,Tammy Alumbaugh,,PFS Investments Inc. Chattanooga TN 6025 Lee Hwy,talumbaugh@primerica.com,,Salesforce
11085863,Inactive Investor,Maurice Ashbury,,NYLIFE Securities LLC Frederick MD 5283 Corporate Dr,mashbury@ft.newyorklife.com,,Salesforce
9552570,,Artyom Korovkin,,,art-kor@mail.ru,,List import
9561322,,Coco Harding,,,cocoharding99@gmail.com,,List import
4513914,,Pasang sherpa,,,sherpa_pasang@hotmail.com,,Web Form Fillout
10916050,Inactive Investor,Seku Shabazz,Chief Compliance Officer;Investment Advisor;Owner,Great Lakes Retirement Planning LLC,seku.shabazz@greatlakes-retirement.com,,Salesforce
10759627,Inactive Investor,James Wiggins,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,james.r.wiggins@jpmorgan.com,,Salesforce
10897887,Inactive Investor,Lauren Campanello,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX Private Residence",lauren.ford@ml.com,,Salesforce
10753328,Inactive Investor,Edward Baldwin,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Cropwell AL Private Residence",edward.baldwin@raymondjames.com,,Salesforce
9546344,,tanzeel akhtar,,,tanzeel@coindesk.com,,List import
11073365,Inactive Investor,Marion Craine,Financial Advisor,"Wells Fargo Clearing Services, LLC Spartanburg SC 340 E Main St",larry.craine@wellsfargoadvisors.com,,Salesforce
10768799,Inactive Investor,Eric Bachinsky,Vice President - Investments,"Raymond James & Associates, Inc. Clermont FL 2670 E Hwy 50",eric.bachinsky@raymondjames.com,,Salesforce
10800609,Inactive Investor,Carlyn Hensen,Family Wealth Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Middleton WI 8215 Greenway Blvd,carlyn.hensen@morganstanley.com,,Salesforce
10902536,Inactive Investor,Endry Surjanto,,"Raymond James Financial Services, Inc. Cupertino CA 19200 Stevens Creek Blvd",endry.surjanto@raymondjames.com,,Salesforce
11229968,Inactive Investor,Ryan Lightfoot,,&Partners Palestine TX 2209 S Loop 256,,,Salesforce
212698,,Karen Stebbins,"Advisor, Operations Technology",Lesko Securities Inc.,kstebbins@leskofinancial.com,607-724-2421,Manual List Upload
10775572,Inactive Investor,Kevin Kroskey,Chief Compliance Officer;Managing Partner,"True Wealth Design, LLC",kkroskey@truewealthdesign.com,,Salesforce
11061113,Inactive Investor,Marvin Rivas,,"Muriel Siebert & Co., LLC",,,Salesforce
10863507,Inactive Investor,Vincent Arrunategui,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,vincent.arrunategui@jpmorgan.com,,Salesforce
11213513,Inactive Investor,Paul Abele,Chief Compliance Officer;Managing Member;Managing Partner;Wealth Manager,Canterbury Investment Advisors LLC Mountain Brk AL 300 Office Park Dr,paul@canterburyadvisor.com,,Salesforce
11140445,Inactive Investor,Megan Simmermon,,Commonwealth Financial Network Marion OH 454 E Center St,msimmermon@commonwealth.com,,Salesforce
10931504,Inactive Investor,James Spiers,,"The Leaders Group, Inc. Tampa FL 14502 N Dale Mabry Hwy",james.spiers@leadersgroup.net,,Salesforce
10807861,Inactive Investor,Thomas Goode,Corporate Retirement Director;Financial Advisor;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,thomas.r.goode@ms.com,,Salesforce
10648194,,Thomas Jennings,,,tom.jennings@keencapital.net,,List import
9583148,,Kevin Kepler,,,kkepler@ft.newyorklife.com,,List import
374547,,Thomas Chesney,President (Commercial Banking Division),AMG National Trust Bank,tbchesney@amgnational.com,(303) 473-4860,Salesforce
10965460,Inactive Investor,Allison Mark,,"Wells Fargo Clearing Services, LLC West Des Moines IA 655 S 50th St",,,Salesforce
10993272,Inactive Investor,Susana Rivas,,J.P. Morgan Securities LLC Austin TX 221 W 6th St,susana.rivas@chase.com,,Salesforce
11002966,Inactive Investor,Luz Cuevas Rodriguez,,J.P. Morgan Securities LLC Sierra Vista AZ 3932 E Fry Blvd,,,Salesforce
11017987,Inactive Investor,Yanhua Jiang,,Cetera Investment Services LLC Millbrae CA 1095 El Camino Real,,,Salesforce
10906058,Inactive Investor,Isaac Ser,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,isaac_ser@vanguard.com,,Salesforce
10972098,Inactive Investor,Evan Caswell,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11187403,Inactive Investor,Ryan Kelly,,"Equity Services, Inc. Salt Lake City UT 3995 S 700 E",kelly_ryan@nlvmail.com,,Salesforce
10648302,,Evan Bickford,,,evan.bickford@fmr.com,,List Import
11209366,Inactive Investor,Sarah Khaldi,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",sarah.simmons@schwab.com,,Salesforce
10604557,Inactive Investor,Thomas McGrath,Wealth Advisor,BSNB,mcgraththom@aol.com,5187271526,List Import
9645379,,Tatsuya Morine,,,tatsuya.morine@gs.com,,List import
10867960,Inactive Investor,Christopher Damen,Investment Advisor,Cross State Financial Group LLC Littleton CO 8424 S Yukon St,scott@crossstatefinancial.com,,Salesforce
9551677,,Martha Eddy,,,meddy@massmutual.com,,List import
9582646,,Brienne Jackson,,,briennej@legacywealth.com,,List import
9583538,,Patti Peters,,,ppeters@matterfamilyoffice.com,,List Import
9599886,,Brett Bucher,,,brett@bucherwa.com,,List import
217138,,John Zabinski,Realtor,Coldwell banker,johnzabinski3@gmail.com,4847692725,Event
10907593,Inactive Investor,Brett Weaver,,Nationwide Planning Associates Inc.,bweaver@nationwideplanning.com,,Salesforce
349959,,Bill Pinkerton,,"SagePoint Financial, Inc.",bpinkerton@sagepointadvisor.com,,
10916795,Inactive Investor,James Filipek,,Cetera Advisor Networks LLC Tampa FL Private Residence,james.filipek@ceterawealth.com,,Salesforce
11103715,Inactive Investor,Gail Patterson,Sales Assistant,Stephens Nashville TN 3100 W End Ave,gpatterson@stephens.com,,Salesforce
9555438,,Erica Snowberger,,,erica.snowberger@fmr.com,,List import
11069181,Inactive Investor,Nichole Mayer,Financial Advisor;Investment Advisor Representative;Wealth Management Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,nichole_mayer@glic.com,,Salesforce
11091612,Inactive Investor,Rajan Arora,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",rajan.arora@wellsfargoadvisors.com,,Salesforce
10908242,Inactive Investor,Audrey Soza,Chief Compliance Officer;Director - Compliance and Operations,Custos Family Office LLC,audrey@custosfo.com,,Salesforce
9611685,,Ben Mimoun,,,mimoun-michmich@live.fr,,List import
10970677,Inactive Investor,Ryan Golson,,PFS Investments Inc. Montgomery AL 2421 Presidents Dr,rgolson@primerica.com,,Salesforce
11150807,Inactive Investor,George Hart,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Saint Paul MN 400 Robert St N",george.hart@rbc.com,,Salesforce
10752976,Inactive Investor,Kevin Testa,Private Wealth Advisor,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",kevin.testa@lfg.com,,Salesforce
10847907,Inactive Investor,Bridget Nuess,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
5028532,,Frank Luntz,,,burke@therevolvingdoorproject.org,,Web Form Fillout
10895403,Inactive Investor,Dustin McWhirter,Financial Advisor;Financial Planning Analyst,"Ameriprise Financial Services, LLC Hays KS 1105 E 30th St",dustin.mcwhirter@ampf.com,,Salesforce
10952894,Inactive Investor,Matthew Barrett,Vice President,J.P. Morgan Securities LLC Murfreesboro TN 2397 Memorial Blvd,,,Salesforce
11107536,Inactive Investor,Heather Lyon,Chief Compliance Officer,"Strategic Investment Advisors, LLC",hlyon@seniorplanningadvisors.com,,Salesforce
11149696,Inactive Investor,Michalene Olson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,michalene.olson@fidelity.com,,Salesforce
10780688,Inactive Investor,Patty Clontz,,"Wells Fargo Clearing Services, LLC Mooresville NC 352 Williamson Rd",patty.clontz@wellsfargoadvisors.com,,Salesforce
11100125,Inactive Investor,Roy Nutt,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,roy.nutt@morganstanley.com,,Salesforce
9630554,,Josh Garrison,,,josh@garrisonresources.com,,List import
10849979,Inactive Investor,Justin Adams,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 3425 E Bengal Blvd",justin.s.adams@wellsfargo.com,,Salesforce
11202221,Inactive Investor,Edward Wirwille,Vice President - Retirement Plans;Wealthcare Advisor,Wealthcare Capital Management LLC,gwirwille@wealthcarecapital.com,,Salesforce
11229070,Inactive Investor,Aleksandr Kuzmin,Financial Advisor,Edward Jones New Port Richey FL 6141 Grand Blvd,alex.kuzmin@edwardjones.com,,Salesforce
9622915,,Ali Saleh,,,alisalehivaziri_552@yahoo.com,,List import
10898681,Inactive Investor,Kerri Herlick,Investment Advisor,HBW Advisory Services LLC Saratoga Springs NY Private Residence,kerri.herlick@hbwadvisory.com,,Salesforce
9545524,,David Jean,,,dnjean@gmail.com,,List import
10903860,Inactive Investor,Elisandro Toscano,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,elisandro.toscano@primerica.com,,Salesforce
11031234,Inactive Investor,Fallien Schwein,Investment Executive,"Fifth Third Securities, Inc. Comstock Park MI 3980 Alpine Ave NW",fallien.schwein@53.com,,Salesforce
11030016,Inactive Investor,Devon Daniels,Partner;Wealth Manager,Creative Planning Wilmington DE 1013 Centre Rd,devon.daniels@creativeplanning.com,,Salesforce
10989470,Inactive Investor,Sergio Holguin,Director - Operations;Regulatory Contact,"NWM Advisors, LLC",holguin@nwmadvisors.com,,Salesforce
11089988,Inactive Investor,Chad Warrick,Chief Compliance Officer;Chief Executive Officer;Co-President;Manager,"Summit Wealth Partners, LLC",cwarrick@mysummitwealth.com,,Salesforce
10899250,Inactive Investor,Emma Ledesma,,J.P. Morgan Securities LLC Oceanside CA 3748 Mission Ave,emma.e.ledesma@jpmorgan.com,,Salesforce
11221168,,Dragi Paunovski,,,dpaunovski@nationalsecurities.com,,List Import
9557243,,Michael Smith,,,michael.smith@valic.com,,List import
11129863,Inactive Investor,Sean Greenhut,,"Charles Schwab & Co., Inc. Paramus NJ 17 S Paramus Rd",,,Salesforce
10997146,Inactive Investor,Jazmyn Jones,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,,,Salesforce
9629451,,Ryan Coltelli,,,rcoltelli@gmail.com,,List import
10786308,Inactive Investor,Joshua Waitz,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,joshua.c.waitz@jpmorgan.com,,Salesforce
10648088,,Jonathan Samuels,,,jsamuels@citizenep.com,,List Import
9634167,,masato asanuma,,,masnuma@cox.net,,List import
246052,,Not Provided,Associate,Vogel Group,alexander.n.blair@gmail.com,,Manual List Upload
11177763,Inactive Investor,Christopher Ardoin,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",christopher.ardoin@nm.com,,Salesforce
10649474,,James Bishop,,,jbishop@eagle-eye-advisory.com,,Web Form Fillout
117716,,Russell Delibero,Director - Wealth Strategies Group,"The Ayco Company, L.P.",rdelibero@ayco.com,770-431-0191,
9616508,,? ?,,,zaszased@hanmail.net,,List import
10829883,Inactive Investor,Carol Fox,,PFS Investments Inc. Johnson City TN 4132 Bristol Hwy,carol.fox@primerica.com,,Salesforce
10929968,Inactive Investor,Mark Gosselin,,LPL Financial LLC Houston TX 1200 Post Oak Blvd,mark.gosselin@lpl.com,,Salesforce
10616345,,Mark Wilhelm,,,mark.r.wilhelm@ml.com,,List Import
11030702,Inactive Investor,Kevin Leon,,Morgan Stanley,kevin.leon@morganstanley.com,,Salesforce
11202906,Inactive Investor,Francis Camua,Partner;Senior Vice President,EP Wealth Advisors Torrance CA 21515 Hawthorne Blvd,,,Salesforce
11109649,Inactive Investor,Ivan Martinez,,LPL Financial LLC San Diego CA 4707 Executive Dr,ivan.martinez@lpl.com,,Salesforce
11057625,Inactive Investor,Connor Miene,Associate Financial Advisor,"Ameriprise Financial Services, LLC Eden Prairie MN 7700 Equitable Dr",connor.miene@ampf.com,,Salesforce
11162542,Inactive Investor,Connie Hohertz,,"FBL Marketing Services, LLC Greenfield IA 205 E Iowa St",connie.hohertz@fbfs.com,,Salesforce
10905223,Inactive Investor,Vincent Picciuto,Investment Associate,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,vincent.j.picciuto@jpmorgan.com,,Salesforce
11015072,Inactive Investor,Alexander Spanel,,"M&A Securities Group, Inc.",,,Salesforce
11171822,Inactive Investor,Corey Schmiedeberg,,"J.W. Cole Financial, Inc. Lakeville MN 17316 Kenyon Ave",,,Salesforce
11034155,Inactive Investor,Jose Cervantes,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,jcervantes.swwpf@primerica.com,,Salesforce
180022,,Connie Capco,,[Unknown],conniecapco71@gmail.com,,Organic Search
11123260,Inactive Investor,Martin Martorana,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10902485,Inactive Investor,Martha Luchsinger,Vice President - Legal and Compliance,Morgan Stanley Jersey City NJ 200 Hudson St,martha.luchsinger@morganstanley.com,,Salesforce
11058296,Inactive Investor,Alysha Haezaert-House,Client Associate,"Wells Fargo Advisors Financial Network, LLC Torrance CA 2355 Crenshaw Blvd",,,Salesforce
11053394,Inactive Investor,Robert Carter,Client Advisor;Partner,"Freestone Capital Management, LLC",robb@freestonecapital.com,,Salesforce
9633654,,? ?,,,121126652@qq.com,,List import
9648331,,Alfred Roster,,,m.hoschi@gmx.de,,List import
11166030,Inactive Investor,Marc Portnoy,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,marc.portnoy@ubs.com,,Salesforce
11176301,Inactive Investor,Michael Soriero,,Sigma Financial Corporation Toms River NJ 29 Hadley Ave,msoriero@sigmarep.com,,Salesforce
187082,,Alexander Borschow,,[Unknown],alex.borschow@gmail.com,,
11199135,Inactive Investor,Mark Smith,,Perella Weinberg Partners LP,msmith@pwpartners.com,,Salesforce
11086631,Inactive Investor,Robert Emmer,,"Raymond James Financial Services, Inc. Richmond CA Private Residence",robert.emmer@raymondjames.com,,Salesforce
10949069,Inactive Investor,Sadie Benitez,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,sadie.benitez@jpmorgan.com,,Salesforce
11210546,Inactive Investor,Andrew Lazar,,"Northwestern Mutual Investment Services, LLC Northbrook IL 1464 Techny Rd",andrew.lazar@nm.com,,Salesforce
11126072,Inactive Investor,David Paddock,,"Osaic Wealth, Inc. Virginia Beach VA 2309 Mariners Mark Way",,,Salesforce
11093747,Inactive Investor,Dowie VanDer Schaaf,Vice President,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",dowie.vanderschaaf@stifel.com,,Salesforce
11209914,Inactive Investor,Whitney Streck,Financial Advisor,"Ameriprise Financial Services, LLC Santa Rosa Beach FL 2052 W County Hwy 30A",whitney.streck@ampf.com,,Salesforce
10909004,Inactive Investor,David Trendler,,"Raymond James Financial Services, Inc. Florence KY 7310 Turfway Rd",david.trendler@raymondjames.com,,Salesforce
11122894,Inactive Investor,Christopher Marshall,Financial Advisor,Edward Jones Springfield MO 304 E Republic Rd,chris.marshall2@edwardjones.com,,Salesforce
11183540,Inactive Investor,Joseph Mcnay,Chairman;Chief Investment Officer;Managing Member;Senior Portfolio Manager,"Essex Investment Management Company, LLC",jmcnay@essexinvest.com,,Salesforce
222276,,Z Ford,,[Unknown],zford2174@hotmail.com,,
373659,,James Sackl,,[Unknown],james@yoursalessniper.com,,source
9622929,,Mark Christian,,,markechristian77@yahoo.com,,List import
10827908,Inactive Investor,Deirdre McMunn,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",deirdre.mcmunn@tiaa.org,,Salesforce
50255,,Jerry Reimer,"Financial Associate, Financial Consultant",Thrivent Investment Management Inc.,jerry.reimer@thrivent.com,941-756-1344,
9559990,,Shivank Agarwal,,,shivankagarwal7@gmail.com,,List import
11004814,Inactive Investor,Jeffrey Wu,,J.P. Morgan Securities LLC Arcadia CA 60 E Huntington Dr,jeffrey.wu@jpmorgan.com,,Salesforce
9569764,,Justin Barden,,,jcbarden@ftbadvisors.com,,List import
10886189,Inactive Investor,Robert Mainz,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11210144,Inactive Investor,Robert Dinicola,Retirement Planning Specialist,"Equitable Advisors, LLC Easton PA Private Residence",robert.dinicola@equitable.com,,Salesforce
10845910,Inactive Investor,John Brennecke,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner,"Timber Creek Capital Management, LLC",,,Salesforce
11217030,,Jackie Sublett,,,jsublett@stephens.com,,Other
10857307,Inactive Investor,Jesse Bunich,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Seattle WA 401 Union St",jesse.bunich@rbc.com,,Salesforce
11003311,Inactive Investor,Jason Burger,,NYLIFE Securities LLC San Ramon CA 2633 Camino Ramon,jrburger@ft.newyorklife.com,,Salesforce
10481726,,Kevarcia Roseboro,,,kevarcia_rose@yahoo.com,,Web Form Fillout
11076483,Inactive Investor,John Cubic,Chief Compliance Officer;President,"CFS Cubic Financial Services, Inc. White Plains GA 1230 Tal Lewis Rd",,,Salesforce
10931612,Inactive Investor,Isaac Cohen,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10923392,Inactive Investor,Elisa Ricci,,"Sanctuary Securities, Inc. Jersey City NJ 30 Montgomery St",ericci@sanctuarywealth.com,,Salesforce
10615928,,Jeffrey St John,,,jeff.stjohn@lpl.com,,List Import
244973,,Ryan Killilea,Business Development Consultant,Raymond James,ryan.killilea@raymondjames.com,17275673333,Manual List Upload
10995918,Inactive Investor,Lloyd Franks,,"Allstate Financial Services, LLC Plymouth Meeting PA 17 E Germantown Pike",lloydfranks@allstate.com,,Salesforce
9592291,,Walter Yu,,,kharma@gmail.com,,List import
9633175,,Gregory Bowser,,,gbowser@shretirement.com,,List import
10930958,Inactive Investor,Tamara Hackett,Senior Client Associate,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,thackett@janney.com,,Salesforce
11140581,Inactive Investor,Darren Desmond,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2555 E Camelback Rd,darren.desmond@ubs.com,,Salesforce
333676,,Jay Green,Manager,Harding Loevner Lp,jgreen@hardingloevner.com,908-218-7900,Manual List Upload
9561135,,Paul Kniep,,,pkniep@williamblair.com,,List import
10996590,Inactive Investor,Stephen Lerner,Planner Associate,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",,,Salesforce
4246289,,Fino Land,,,margretyorn@aamin.com,,Web Form Fillout
9562049,,Darnell Tullock,,,tullockkids@yahoo.com,,List import
10912757,Inactive Investor,David Mcnaughton,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,david.mcnaughton@fidelity.com,,Salesforce
10614364,,Gregory Breitman,Financial Advisor,,gregory_breitman@glic.com,,List Import
9567684,,Milton Ng,,,milton.ngrj@gmail.com,,List import
9618113,,John London,,,jlondon@hudsonbaycapital.com,,List import
10792063,Inactive Investor,Debra Haese,Secretary;Vice President,Haese Financial Group Inc,,,Salesforce
10793085,Inactive Investor,Patricia Wasik,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",patricia.menne@schwab.com,,Salesforce
10612631,,Marguerite Danaher,"Financial Advisor, Private Wealth Advisor",,marguerite.danaher@ampf.com,,List Import
11150940,Inactive Investor,Guy Logan,,"Raymond James & Associates, Inc. Duluth GA 2699 Tranquilla Way",guy.logan@raymondjames.com,,Salesforce
10841661,Inactive Investor,Jeffrey Kitzberger,,LPL Financial LLC Beachwood OH 3750 Park East Dr,jeffrey.kitzberger@lpl.com,,Salesforce
10877555,Inactive Investor,Shayna Adams,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10810680,Inactive Investor,William Gerdts,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. San Jose CA 333 W San Carlos St",william.gerdts@raymondjames.com,,Salesforce
11217752,,Steven Offill,,,steven.offill@lpl.com,,List Import
9639186,,George Dvoryak,,,gdvoryak@yccf.org,,List import
10618965,,William O'Brien,,,william.e.obrien@morganstanley.com,,List Import
9611367,,Anthony Marcozzi,,,anthony@ethic.com,,List import
9609633,,Elijah Pullings,,,elijahpullings@yahoo.com,,List import
11173119,Inactive Investor,Jeffrey Ash,,"Dempsey Lord Smith, LLC Atlanta GA 5605 Glenridge Dr",jeffrey.ash@dempseyi.com,,Salesforce
11235917,Inactive Investor,Wesley Martin,Wealth Management Associate,"River Capital Advisors, LC",,,Salesforce
11179936,Inactive Investor,Daby Carreras,,"Spartan Capital Securities, LLC",dcarreras@spartancapital.com,,Salesforce
105828,,apolinar batista,,AMAVEK,apolinar.batista@gmail.com,2018930339,
9641296,,Luke Simpson,,,luke.simpson@yahoo.com,,List import
10794248,Inactive Investor,Travis Corbin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,travis.corbin@fidelity.com,,Salesforce
9570882,,Eric Hidy,,,hidy@marathonpartners.com,,List import
11118251,Inactive Investor,Chad Haynes,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11093193,Inactive Investor,Michael Perinelli,Financial Professional,"MML Investors Services, LLC Staten Island NY 2 Teleport Dr",michaelperinelli@financialguide.com,,Salesforce
11237240,Inactive Investor,Maxwell Levi,Investment Management Associate;Wealth Management Associate,Perennial,mlevi@perennial.com,,Salesforce
10865758,Inactive Investor,Matthew Myers,,"FBL Marketing Services, LLC Kearney NE 5810 2nd Ave W",matthew.myers@fblfinancial.com,,Salesforce
227232,, -,,[[Unknown]],glennriemersma@gmail.com,,
9631324,,Alison Tang,,,ruohant323@gmail.com,,List import
9588296,,Joanne Donna,,,joanne@joannedonna.com,,List import
9624738,,Conrad Szymanski,,,conrad_sz@msn.com,,List import
10927080,Inactive Investor,Peter Lucier,,"Osaic Wealth, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
10855162,Inactive Investor,Michael Bird,Financial Advisor;Managing Member,"Triton Wealth Management, PLLC",mbird@tritonwealthmanagement.com,,Salesforce
10805749,Inactive Investor,Jeffery Fong,Managing Member;Managing Partner,Concentrum Wealth Management,jeff.fong@concentrumwealth.com,,Salesforce
11107979,Inactive Investor,Steven Heck,,"Equitable Advisors, LLC Saint Louis MO 1610 Des Peres Rd",steven.heck@equitable.com,,Salesforce
9590816,,Edward Aguilar,,,aguilar.edward54@outlook.com,,List import
11111398,Inactive Investor,Maria Lunik,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
9640981,,THOMAS SOLON,,,tsolon@gmail.com,,List import
10806756,Inactive Investor,Virginia Panjvani,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",kuwaharav@stifel.com,,Salesforce
9624130,,Lucas Salinas,,,lukesal88@gmail.com,,List import
221038,,Matthew Barraclough,,[Unknown],matthewbarraclough@icloud.com,,Direct
242471,,Roger Sharma,Senior Relationship Manager,[Unknown],roger.sharma@maerki-baumann.ch,41795770584,Database Upload
9632169,,Luca Gnägi,,,luca.gnaegi@gmail.com,,List import
10983191,Inactive Investor,Veronica Ransaw,,PFS Investments Inc. Montgomery AL 35 Carol Villa Dr,veronica.ransaw@primerica.com,,Salesforce
10986960,Inactive Investor,Timothy Tripode,,"Stifel, Nicolaus & Company, Incorporated Dallas TX 8115 Preston Rd",tripodet@stifel.com,,Salesforce
11103791,Inactive Investor,Christopher Johnson,Financial Advisor,LPL Financial LLC New Haven CT 555 Long Wharf Dr,chris.johnson1@lpl.com,,Salesforce
10929523,Inactive Investor,Joel Cryder,,"Northwestern Mutual Investment Services, LLC Edwardsville IL 101 W Vandalia St",,,Salesforce
10656980,,Donna Mijatovic,,,donna.mijatovic@ubs.com,,List Import
11094918,Inactive Investor,John Watkins,Financial Advisor,Focus Financial Saint Paul MN 14985 Glazier Ave,jkwatkins@focusfinancial.com,,Salesforce
11007972,Inactive Investor,John Draper,Managing Director;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 100 Spectrum Center Dr",john.draper@wfafinet.com,,Salesforce
9581743,,Richard Otto,,,mike.otto@onekom.com,,List import
10617035,,Nicholas Spiratos,,,nicholas.spiratos@lpl.com,,List Import
11088243,Inactive Investor,Harvey Cook,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",harvey.cook@raymondjames.com,,Salesforce
10774156,Inactive Investor,Matthew Rains,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beachwood OH 511 Park Ave",matthew.rains@schwab.com,,Salesforce
223688,,charles geraci,,C. Geraci and Company,charles@cgeraci.com,(281) 367-7261,Organic Search
11004838,Inactive Investor,Andrew Minard,Client Relationship Specialist,"Charles Schwab & Co., Inc. Wayne PA 200 W Lancaster Ave",,,Salesforce
10866395,Inactive Investor,Walter Goeltz,,"Centaurus Financial, Inc. Henderson KY 230 2nd St",,,Salesforce
10917794,Inactive Investor,Megan Pegan-Naylor,,"Raymond James Financial Services, Inc. Traverse City MI 818 Red Dr",megan.pegan-naylor@raymondjames.com,,Salesforce
10960753,Inactive Investor,Kristopher Keck,Regional Manager,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,kristopher.keck@primerica.com,,Salesforce
10968367,Inactive Investor,Dimitrios Nickols,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,dimitrios_nickols@vanguard.com,,Salesforce
238395,,evaschwartz2270@gmail.com SCHWARTZ,,[Unknown],evaschwartz2270@gmail.com,,
10977755,Inactive Investor,Emma Crabtree,,Edward Jones Reidsville NC 1404 Front St,emma.crabtree@edwardjones.com,,Salesforce
10354813,,jherd@nksfb.com,,The Gillian Anderson Family Trust,jherd@nksfb.com,,List Import
11221526,,Dean Cummings,,,dean@troseassoc.com,,List Import
11160517,Inactive Investor,Aaron Stockton,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10858548,Inactive Investor,Kelly Woerdeman,Financial Advisor,"Ameriprise Financial Services, LLC Kingston MA 431 Country Club Way",kelly.woerdeman@ampf.com,,Salesforce
11085997,Inactive Investor,Byron Sheffield,Executive Director;Senior Vice President - Wealth Management;Senior Wealth Strategy Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,tom.sheffield@ubs.com,,Salesforce
11073667,Inactive Investor,Ariel Popel,Financial Advisor;Financial Planning Specialist;Managing Director - Wealth Management,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,ariel.popel@morganstanley.com,,Salesforce
11151840,Inactive Investor,Brian McNeil,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",brian_mcneil@ml.com,,Salesforce
10773937,Inactive Investor,David Turner,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",,,Salesforce
11236214,Inactive Investor,Jacob Barr,Financial Advisor,Great Waters Financial Duluth MN 324 W Superior St,jacob.barr@mygreatwaters.com,,Salesforce
11031499,Inactive Investor,Paul Thibodeaux,Chief Compliance Officer;Managing Director;President,"Bright Wealth Management, LLC",paul.thibodeaux@brightwealthmanagement.com,,Salesforce
9569636,,Mike Weiss,,,mike.weiss@citadel.com,,List import
10916266,Inactive Investor,Kuang Wang,,"Globalink Securities, Inc.",richard.wang@globalinkusa.com,,Salesforce
9641256,,Kenneth Hackel,,,kenhackel1@gmail.com,,List import
11198848,Inactive Investor,Viviana Ramirez Restrepo,,Citigroup Global Markets Inc. Los Angeles CA 11726 San Vicente Blvd,viviana.ramirez@citi.com,,Salesforce
9588420,,Swaraj Pawar,,,swarajpawar812@gmail.com,,List import
11087912,Inactive Investor,Emily Falls,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",emily.r.jones@nm.com,,Salesforce
11121051,Inactive Investor,Jared Hannah,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",jared.hannah@ml.com,,Salesforce
11158209,Inactive Investor,Christie Thomas,Regional Leader,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,christiethomas@primerica.com,,Salesforce
10993234,Inactive Investor,Alvaro Macias-Gonzalez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10905592,Inactive Investor,William Fauzio,,"Vanderbilt Securities, LLC North Branford CT 999 Foxon Rd",wfauzio@vanderbiltsecurities.com,,Salesforce
11169388,Inactive Investor,John Czarkowski,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,john.czarkowski@fidelity.com,,Salesforce
10994287,Inactive Investor,Abbas Mohammed,,J.P. Morgan Securities LLC Richmond TX 8027 W Grand Pkwy S,,,Salesforce
11119111,Inactive Investor,Patrick Perfitt,Financial Advisor,LPL Financial LLC Grand Rapids MI Private Residence,patrick.perfitt@lpl.com,,Salesforce
10881363,Inactive Investor,Kathy Chang,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,kathychang.team@fidelity.com,,Salesforce
10843044,Inactive Investor,Eli Retek,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Brooklyn NY 1270 47th St,eli_retek@glic.com,,Salesforce
344180,,Wendy Lee,CFO,"Wall Advisors, Inc.",wlee@walltitus.com,863-683-0708,Manual List Upload
9582790,,Thane Cleland,,,tc@exceptionalportfolio.com,,List import
9621590,,Prawin Visesh,,,prawin.visesh@o3capital.com,,List import
10772016,Inactive Investor,Michael Disilvio,,"Raymond James Financial Services, Inc. Garden City NY 1055 Franklin Ave",michael.disilvio@raymondjames.com,,Salesforce
10878267,Inactive Investor,Doris Willis,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",doris.willis@tiaa.org,,Salesforce
10932034,Inactive Investor,Christopher Hewlett,Investment Advisor Representative,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,christopher.hewlett@primerica.com,,Salesforce
9637417,,web 3,,,learn@web3learn.io,,List import
11103361,Inactive Investor,Bryan Luna,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11026559,Inactive Investor,David Bruner,,PFS Investments Inc. Seattle WA 2611 13th Ave W,david.bruner@primerica.com,,Salesforce
10882714,Inactive Investor,Joseph Scully,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",joseph.scully@schwab.com,,Salesforce
10828600,Inactive Investor,Christian Sibrian,,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,christian.sibrian@morganstanley.com,,Salesforce
333737,,Jilian Guglielmo,Manager,Moneco Advisors,jillian@monecoadvisors.com,203-319-3550,Manual List Upload
9551076,,Troy Mosconi,,,tmosconi@thornburg.com,,List import
10893793,Inactive Investor,Andrew Sorum,,Cetera Investment Services LLC Pelican Rapids MN 1001 S Broadway,andrew.sorum@ceterais.com,,Salesforce
51206,,Mike Wheat,,United States,javaman603@gmail.com,,
10997361,Inactive Investor,Justin Woss,,J.P. Morgan Securities LLC Rye NY 73 Purchase St,,,Salesforce
10952103,Inactive Investor,Arlene Bhoorasingh,,LPL Financial LLC Williston Park NY 162 Hillside Ave,arlene.bhoorasingh@lpl.com,,Salesforce
11015034,Inactive Investor,Xiao Xia Liu,,NYLIFE Securities LLC Flushing NY 3902 Main St,xliu08@ft.newyorklife.com,,Salesforce
11093187,Inactive Investor,Jon Taylor,,"MML Investors Services, LLC Liverpool NY 1020 7th North St",,,Salesforce
9605217,,Bob Smith,,,dssouthern@gmail.com,,List import
11060890,Inactive Investor,Samantha Dunkin,Registered Client Associate,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",samantha.d.dunkin@wellsfargo.com,,Salesforce
10955355,Inactive Investor,Kyle Krueger,,NYLIFE Securities LLC,kkrueger@ft.newyorklife.com,,Salesforce
10782892,Inactive Investor,Patrick Connors,,D.A. Davidson & Co. Butte MT 49 N Main St,pconnors@dadco.com,,Salesforce
10658907,,Michael Mooney,,,michael.mooney@gs.com,,List Import
11003843,Inactive Investor,Dennis Duerden,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",dennis.duerden@nm.com,,Salesforce
10978152,Inactive Investor,Harmony Henderson,,"Allstate Financial Services, LLC Jasper GA 3850 Camp Rd",harmonyhenderson@allstate.com,,Salesforce
10773370,Inactive Investor,Eric Koch,Analyst - Consulting Group;Vice President,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
11049872,Inactive Investor,Renee Soto,,State Farm VP Management Corp. Tulare CA 306 N K St,renee.soto.mkc7@statefarm.com,,Salesforce
10900815,Inactive Investor,Timothy Ashley,Financial Professional,LPL Financial LLC Leesburg VA Private Residence,tim.ashley@lpl.com,,Salesforce
9563164,,Tricia Marchand,,,tricia.marchand@hdvest.net,,List import
10997945,Inactive Investor,Alexander Stewart,Financial Planner,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10927861,Inactive Investor,Patrick McKevitt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10918387,Inactive Investor,James Oboyle,,"MML Investors Services, LLC Moosic PA 52 Glenmaura National Blvd",joboyle@financialguide.com,,Salesforce
10798312,Inactive Investor,George Rush,President;Regulatory Contact,Asset Advisors,grush@assetadvisors.com,,Salesforce
10876228,Inactive Investor,Michael Wilcox,Financial Advisor,Edward Jones Des Moines WA 22506 Marine Vw Dr S,mike.wilcox@edwardjones.com,,Salesforce
11044106,Inactive Investor,Ryan Nagle,Managing Director,"Northland Securities, Inc.",rnagle@northlandsecurities.com,,Salesforce
4514483,,Marek Świerk,,,marek.swierk82@gmail.com,,Web form fillout
11174243,Inactive Investor,Narcedalia Lugo-Lara,,J.P. Morgan Securities LLC Chandler AZ 1025 W Queen Creek Rd,narcedalia.lugo-lara@jpmorgan.com,,Salesforce
9595171,,Ralph Dexter,,,rdexter@cfiemail.com,,List import
11141123,Inactive Investor,Penelope Zenor,,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
10774678,Inactive Investor,James Wallace,,PNC Investments Lexington KY 4080 Tates Creek Centre Dr,james.wallace@pnc.com,,Salesforce
11018991,Inactive Investor,William Axson,Regional Leader,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,waxson@primerica.com,,Salesforce
11260453,Inactive Investor,Elizabeth Reznyk,Registered Client Service Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,libby.reznyk@morganstanley.com,,Salesforce
10938558,Inactive Investor,Theresa Kinsey,,"Osaic Wealth, Inc. Fort Lauderdale FL 8211 W Broward Blvd",,,Salesforce
10966472,Inactive Investor,Gina Acri,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
11062578,Inactive Investor,Bruno Interlandi,Market Director,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,bruno.interlandi@thrivent.com,,Salesforce
231016,, -,,[[Unknown]],fogel.robert@gmail.com,,Paid Search
10772566,Inactive Investor,Jules Freeman,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",jules.freeman@ampf.com,,Salesforce
10687919,,Mfem Ani,,,letthepoorbreath88@gmail.com,,Web Form Fillout
9597936,,Mhmdali Ami,,,mohammadaliamoui@gmail.com,,List import
11168337,Inactive Investor,Alyssa Mccann,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10896339,Inactive Investor,Brian Thompson,Chief Compliance Officer;Founder;Managing Member;President;Retirement Plan Advisor;Wealth Manager,RockWay Wealth Partners,briant@rockwaywealth.com,,Salesforce
10948889,Inactive Investor,Jack Dietel,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,jack.dietel@fmr.com,,Salesforce
11051826,Inactive Investor,William Shorack,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fort Myers FL 13131 University Dr",william.shorack@tfaconnect.com,,Salesforce
10856097,Inactive Investor,Joshua Brueck,Partner,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",joshua.brueck@nm.com,,Salesforce
9559582,,Amy Appicelli,,,amygavelek@gmail.com,,List import
11052015,Inactive Investor,William Warth,,J.P. Morgan Securities LLC Houston TX 529 W 19th St,,,Salesforce
10981663,Inactive Investor,Wendy Noriega,,J.P. Morgan Securities LLC Sacramento CA 3600 El Camino Ave,wendy.noriega@jpmorgan.com,,Salesforce
10921474,Inactive Investor,Paul Bober,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,pbober@ft.newyorklife.com,,Salesforce
11029230,Inactive Investor,Stephen Budd,,J.P. Morgan Securities LLC Detroit MI 3044 W Grand Blvd,stephen.m.budd@chase.com,,Salesforce
10793101,Inactive Investor,Ann Weinsteiger,,J.P. Morgan Securities LLC New York NY 277 Park Ave,ann.b.weinsteiger@jpmorgan.com,,Salesforce
9551601,,Joel Clark,,,jc@kjharrison.com,,List import
370894,,Vahl Jackson,,United States,vahlja@gmail.com,,Salesforce
9632759,,Deb Ashner,,,debashner@ashnerassociates.com,,List import
11229474,Inactive Investor,Addison Moeller,,William Blair Charlotte NC 101 S Tryon St,,,Salesforce
9609838,,Justin Astorino,,,jmastorino@aol.com,,List import
9550511,,Robert Goldberg,,,bobg@scopusfund.com,,List import
11150852,Inactive Investor,Lyle Burditt,,"Cambridge Investment Research, Inc. Grain Valley MO 1321 SW Eagles Pkwy",,,Salesforce
220932,,Mu Mu,,[Unknown],xmjmty0112@gmail.com,,Direct
9596906,,Eric Neumann,,,eric.neumann@lpl.com,,List import
10950289,Inactive Investor,Chad Goins,,"Farmers Financial Solutions, LLC Pahrump NV 1401 C S Hwy 160",cgoins@farmersagent.com,,Salesforce
11104778,Inactive Investor,Christopher Moriarty,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",moriartyc@stifel.com,,Salesforce
9573680,,Robert Woody,,,lee@afradvice.com,,List import
10803994,Inactive Investor,Monica Vos,,"Wells Fargo Clearing Services, LLC Port Saint Lucie FL 1410 SW Saint Lucie West Blvd",,,Salesforce
10798686,Inactive Investor,Robert Jung,Chief Executive Officer;Founder;Managing Director,"Crew Capital Management, Ltd.",rjung@crewcapital.com,,Salesforce
11211687,Inactive Investor,Angela Bordewick,,"Pruco Securities, LLC. Overland Park KS 9900 W 109th St",angela.bordewick@prudential.com,,Salesforce
11018971,Inactive Investor,Francis Freda,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",francis.freda@empower.com,,Salesforce
11085019,Inactive Investor,Joseph Stern,Executive Director;Executive Financial Services Director;Wealth Advisor,Morgan Stanley San Francisco CA 101 California St,joseph.stern@morganstanley.com,,Salesforce
10993477,Inactive Investor,Katherine Mitakides,,InVest Capital Partners,,,Salesforce
10882143,Inactive Investor,Michael Longo,Financial Advisor,LPL Financial LLC Larchmont NY 1385 Boston Post Rd,mike.longo@lpl.com,,Salesforce
10647983,,Joshua Burnley,,,joshua.burnley@fmr.com,,List Import
11102071,Inactive Investor,Jenna Van Valkenburg,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
9619335,,Thomas Wright,,,mmgtgw@aol.com,,List import
10652177,,Mhummad Ijaz Muhammad IQBAL,,,mohdijaz2102@hotmail.com,,Web Form Fillout
1004507,Inactive Investor,Rune Madsen,,Rune Madsen,rune.madsen@runestonecap.com,,3rd Party Lead Gen
10911604,Inactive Investor,David Santos,Premier Banker,"Wells Fargo Clearing Services, LLC Castro Valley CA 3500 Castro Valley Blvd",david.santos@wellsfargo.com,,Salesforce
11173352,Inactive Investor,Jane Pisani,,PFS Investments Inc. Hamden CT 105 Sanford St,jane.pisani@primerica.com,,Salesforce
10937513,Inactive Investor,Michael Herholtz,Financial Professional,"MML Investors Services, LLC Fulton NY 909 W 1st St S",mherholtz@financialguide.com,,Salesforce
11050731,Inactive Investor,Jahangeer Iftikhar,,J.P. Morgan Securities LLC Laguna Niguel CA 23970 Aliso Creek Rd,jahangeer.iftikhar@jpmorgan.com,,Salesforce
10881472,Inactive Investor,Michelle Katona,,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
10927224,Inactive Investor,Chau Huynh,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
9620484,,Leonardo COSCIA,,,leonardo.coscia@gmail.com,,List import
11158196,Inactive Investor,Stefanie Guillen,,PFS Investments Inc. Corona CA 255 E Rincon St,sguillen@primerica.com,,Salesforce
10863452,Inactive Investor,Christopher Celusta,Banker;Client Advisor,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,christopher.j.celusta@jpmorgan.com,,Salesforce
11211621,Inactive Investor,Warren Soy,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,warren.s.soy@jpmorgan.com,,Salesforce
10998306,Inactive Investor,Jessica Stofko,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,jessica.stofko@fmr.com,,Salesforce
224944,,James Fielding,,[Unknown],jamesclayfielding@gmx.com,,source
10507528,,YURII OHNIEV,,,ognevurij549@gmail.com,,Web Form Fillout
10661462,,Michael Harriett,,,mike@dorseyasset.com,,List Import
11024269,Inactive Investor,Philip Seline,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",philip.seline@rbc.com,,Salesforce
10809231,Inactive Investor,Cindi Whiting,Financial Advisor,Edward Jones Rochester WA 19810 Old Hwy SW 99,cindi.whiting-toney@edwardjones.com,,Salesforce
10840479,Inactive Investor,Michael Woods,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",mike.woods@wellsfargo.com,,Salesforce
339113,,Matthew Altman,Member,Arlington Capital Partners,maltman@arlingtoncap.com,202-337-7500,Manual List Upload
10832189,Inactive Investor,Susanne Zito,Financial Advisor,LPL Financial LLC Sacramento CA 815 University Ave,susanne.zito@lpl.com,,Salesforce
10956163,Inactive Investor,Steven Stern,Chief Compliance Officer;Partner;President,Abel Financial Management Co.,sstern@abel-financial.com,,Salesforce
10594586,,HARISH S AGARWAL,,,harishsagarwal@gmail.com,,Web Form Fillout
235382,, -,,[[Unknown]],paju6@hotmail.com,,Organic Search
9589824,,jingkai lin,,,jingkai.lin@outlook.com,,List import
10858875,Inactive Investor,Edwin Waingart,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Greenville SC 403 Roper Creek Dr,ewaingart@janney.com,,Salesforce
145170,,IBRAHIM MURTALA,,[Unknown],murtalaibrahim77@gmail.com,,source
124217,,Mark Willoughby,"Chief Operating Officer, Principal, Wealth Manager","Modera Wealth Management, Llc",markw@moderawealth.com,678-833-1166,
373299,,John De Lauro,,[Unknown],jd877980@gmail.com,,source
11104719,Inactive Investor,John Dubbe,Financial Advisor,"Pruco Securities, LLC. Shakopee MN Private Residence",john.dubbe@prudential.com,,Salesforce
10851303,Inactive Investor,William Bromley,Chief Compliance Officer;Co-Founder;Principal,"Innova Wealth Partners, LLC",cbromley@myinnovawealth.com,,Salesforce
11172362,Inactive Investor,Garett Jones,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,garett.jones@jpmorgan.com,,Salesforce
10932823,Inactive Investor,Adam Rehmer,,"First Palladium, LLC",,,Salesforce
10814097,Inactive Investor,Mathew Jemison,Financial Advisor;First Vice President,Morgan Stanley Deland FL 142 S Woodland Blvd,matthew.jemison@morganstanley.com,,Salesforce
11092544,Inactive Investor,Karen Thompson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,kt.thompson@ubs.com,,Salesforce
229618,, -,,[[Unknown]],dimitrios.stigkas@yahoo.com,,
373515,,Souli Mohamed,,[Unknown],soulim175@gmail.com,,source
9641758,,John Ryan,,,jryan123@gmail.com,,List import
10494127,,Eric Centeno,,GTS,ecenteno@gtsx.com,,List Import
10874853,Inactive Investor,Aaron Connolly,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",aaron.connolly@wellsfargoadvisors.com,,Salesforce
10915833,Inactive Investor,Thea Reynolds,,"Ausdal Financial Partners, Inc. Aurora IL Private Residence",theareynolds@afpadvisor.com,,Salesforce
10785892,Inactive Investor,Amy Sutton,,Fidelity Brokerage Services LLC,amy.sutton@fidelity.com,,Salesforce
11045893,Inactive Investor,Jim Bodway,,PFS Investments Inc. Meridian ID 1530 W State St,jim.bodway@primerica.com,,Salesforce
9604794,,Luis Croes,,,luisfcroes@gmail.com,,List import
338174,,Barry Smith,Director,"Ssga Funds Management, Inc.",barry_smith@ssga.com,617-786-3000,Manual List Upload
11184080,Inactive Investor,Scott Shadid,Senior Vice President,Robert W. Baird & Co. Incorporated Durango CO 1099 Main Ave,sshadid@rwbaird.com,,Salesforce
10997497,Inactive Investor,Scott Leslie,Financial Advisor,Edward Jones Roseville CA 8265 Sierra College Blvd,scott.leslie@edwardjones.com,,Salesforce
9606884,,d.vanlanschot@fourthline.com van Lanschot,,,d.vanlanschot@fourthline.com,,List import
10983261,Inactive Investor,Analicia Grant,,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",,,Salesforce
10848792,Inactive Investor,John Dennis,Senior Financial Representative,"Principal Securities, Inc. Midlothian VA 201 Wylderose Cmns",dennis.john@principal.com,,Salesforce
34099,,Christopher Saras,,"Equity Services, Inc.",saras_christopher@nlvmail.com,802-861-4485,
10779561,Inactive Investor,Kyle Kelley,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",kyle.kelley@ml.com,,Salesforce
10810174,Inactive Investor,Michael Pardini,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",michael.a.pardini@ml.com,,Salesforce
10986431,Inactive Investor,Anthony Pizzo,,Securities Equity Group,apizzo@selectportfolio.com,,Salesforce
10888917,Inactive Investor,Joachim Exner,Financial Advisor,Integrated Wealth Concepts LLC Alexandria VA 5680 King Centre Dr,,,Salesforce
10754353,Inactive Investor,Warner Henderson,Founder;Managing Member;Principal;Regulatory Contact,"Aequitas Investment Advisors, LLC",wah@aequitas-inv.com,,Salesforce
9624079,,Amro Kamal,,,amro.kamal.ak@gmail.com,,List import
10882999,Inactive Investor,Ryan Mecca,Financial Advisor,Edward Jones Salem VA 23 W Calhoun St,ryan.mecca@edwardjones.com,,Salesforce
10927402,Inactive Investor,Bruce Hoover,,The Huntington Investment Company Danville IN 108 E Main St,bruce.hoover@huntington.com,,Salesforce
10765499,Inactive Investor,William Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Sante Fe CA 6110 El Tordo",william.jones@wfadvisors.com,,Salesforce
10809951,Inactive Investor,Robert Burks,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",robert.burks@rbc.com,,Salesforce
9570971,,Christopher Matchett,,,christopher@mvplp.com,,List import
10913698,Inactive Investor,Tyler Dunlap,Financial Advisor,Edward Jones Newark OH 843 N 21st St,tyler.dunlap@edwardjones.com,,Salesforce
199273,,OWA Zuriel,,[Unknown],zurielowa@gmail.com,,Paid Social
10837854,Inactive Investor,Wayman Jordan,Insurance Representative;Vice President,PFS Investments Inc. Tampa FL 10150 Highland Manor Dr,wayman.jordan@primerica.com,,Salesforce
11013574,Inactive Investor,Nathalia Camacho,,"Allstate Financial Services, LLC Santa Clarita CA 26893 Bouquet Canyon Rd",nathaliacamacho@allstate.com,,Salesforce
11168857,Inactive Investor,Stephen Granet,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",granets@stifel.com,,Salesforce
10993791,Inactive Investor,Cameron Grzyb,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9466591,,Ora Russell,,Ora Russell,oraabelrussell@oneworldinconcert.com,,3rd Party Lead Gen
11015118,Inactive Investor,Shane Morton,,J.P. Morgan Securities LLC Reno NV 8000 Rancharrah Pkwy,shane.morton@jpmorgan.com,,Salesforce
10944559,Inactive Investor,Brian Murray,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
10766509,Inactive Investor,Michael Fulchino,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,michael.fulchino@fidelity.com,,Salesforce
11012836,Inactive Investor,Justin Desantis,,"Ameritas Investment Company, LLC Sudbury MA 325 Boston Post Rd",justin.desantis@ameritas.com,,Salesforce
9568426,,Bradley Ford,,,bjf3411@hotmail.com,,List import
347104,,Scott Leabman,Vice President,"Harbor Asset Planning, Inc.",sleabman@harborassetplanning.com,617-489-0324,Manual List Upload
10843536,Inactive Investor,Melissa Klug,Financial Consultant,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",melissa.klug@ampf.com,,Salesforce
9545643,,Juan Sosa,,,jsosa@sagepointadvisor.com,,List import
10616608,,Lori Galbraith,,,lori.galbraith@lpl.com,,List Import
9581463,,Douglas Kennedy,,,dkennedy@pgbank.com,,List import
11039937,Inactive Investor,Christina Killion,Partner,Bankers Investment Counseling,,,Salesforce
11140846,Inactive Investor,Tara Green,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,taralynngreen@primerica.com,,Salesforce
11065071,Inactive Investor,Christian Tran,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Los Gatos CA 14184 Blossom Hill Rd",christian.tran@usbank.com,,Salesforce
10954064,Inactive Investor,Bojan Savanovic,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,bojan.savanovic@jpmorgan.com,,Salesforce
11208371,Inactive Investor,Matthew Johnson,,Corient Salt Lake City UT 132 S State St,,,Salesforce
11083884,Inactive Investor,Joshua Hansen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joshua.hansen@fmr.com,,Salesforce
10913166,Inactive Investor,Brian Criscione,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",brian.criscione@schwab.com,,Salesforce
10597228,,Pierre Rumpf,,,pierrerumpf@gmail.com,,Web Form Fillout
10764312,Inactive Investor,Kok Wong,,Cetera Advisors LLC Lilburn GA Private Residence,kok.wong@ceteraadvisors.com,,Salesforce
11208726,Inactive Investor,Kenneth Kim,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,kenneth.kim@jpmorgan.com,,Salesforce
9595684,,Alan Ammann,,,alan.ammann@hotmail.com,,List import
9591032,,James Kennedy,,,james.kennedy@troweprice.com,,List import
10615152,,Richard Schneider,"Financial Advisor, Senior Vice President",,richard.schneider@morganstanley.com,,List Import
10989073,Inactive Investor,Justin Talamantes,,J.P. Morgan Securities LLC Dublin CA 7600 Dublin Blvd,justin.talamantes@chase.com,,Salesforce
9548661,,David Fu,,,davidfu7878@gmail.com,,List import
11097324,Inactive Investor,Joseph Marotta,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",,,Salesforce
10754928,Inactive Investor,Donna Cuaresma,Senior Client Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",donna.cuaresma@rbc.com,,Salesforce
4597426,,Denise Garcia,,,garciadenisea20@gmail.com,,Web form fillout
209575,,Stéphane Boucheron,,StÃ©phane Boucheron,spboucheron@gmail.com,,Paid Social
11165514,Inactive Investor,Davbiana Hardy,,J.P. Morgan Securities LLC Shreveport LA 1730 Line Ave,davbiana.hardy@chase.com,,Salesforce
9617133,,Charles Moore,,,cmoore7@mindspring.com,,List import
11021030,Inactive Investor,James Goldsworth,Investment Advisor Representative;Member,Ruesoff Asset Management LLC Laguna Niguel CA 28436 Via Cynthia,,,Salesforce
11132107,Inactive Investor,Ethan Woods,Investment Advisor,Fisher Investments,,,Salesforce
10960135,Inactive Investor,Kip Schoonover,Chief Compliance Officer;Chief Executive Officer,KeyHouse Analytics Inc.,,,Salesforce
11211279,Inactive Investor,Brian Blass,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",brian.blass@wellsfargoadvisors.com,,Salesforce
11055193,Inactive Investor,Hannah Frechette,,Fidelity Brokerage Services LLC,,,Salesforce
10661413,,David Walz,,,david@arcadiafs.com,,List Import
209916,,Terence Quah,,[Unknown],tiquah2002@yahoo.co.uk,,
118061,,Micah Hart,Financial Advisor,"SunTrust Advisory Services, Inc.",micah.hart@suntrust.com,443-973-3537,
10915259,Inactive Investor,Ryan Edwards,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,ryanedwards@statefarm.com,,Salesforce
9601403,,Jennifer Pattavina,,,jpattavina@selectone.us,,List import
10974675,Inactive Investor,Dustin Parker,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,dustinparker@statefarm.com,,Salesforce
11124790,Inactive Investor,Tammy Austin,Financial Advisor,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",tammy.austin@wellsfargoadvisors.com,,Salesforce
55438,,Curtis Almy,,"Securities America Advisors, Inc.",curtis.almy@securitiesamerica.com,406-234-0800,
9612004,,qumber ali,,,qumber13@gmail.com,,List import
11189057,Inactive Investor,Brian Levin,,Goldman Sachs & Co.,brian.levin@gs.com,,Salesforce
10974223,Inactive Investor,Karen Kramer,,Cetera Advisor Networks LLC Scottsdale AZ 7425 E Stetson Dr,,,Salesforce
388,,,,,hector250@charter.net,,
11059016,Inactive Investor,Michael Shain,,NYLIFE Securities LLC Reno NV 5340 Kietzke Ln,mshain@ft.newyorklife.com,,Salesforce
10952938,Inactive Investor,Ashley Faubion,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ashley_faubion@vanguard.com,,Salesforce
9583067,,Christoph Vogt,,,storagebinary@gmail.com,,List import
11047535,Inactive Investor,Carol Ladeairous,Assistant Vice President;Relationship Manager,Citigroup Global Markets Inc. Bronx NY 5671 Riverdale Ave,carol.c.ladeairous@citigroup.com,,Salesforce
10848212,Inactive Investor,John Wirtz,,PNC Investments Phillipsburg NJ 755 Memorial Pkwy,john.wirtz@pnc.com,,Salesforce
10987666,Inactive Investor,Joseph Marotte,,"Allstate Financial Services, LLC Middletown NJ 665 State Rte 35",,,Salesforce
10861175,Inactive Investor,Nicolas Perez,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 6360 Camp Bowie Blvd",nperez9@ml.com,,Salesforce
371170,,Chetan Shah,,United States,chad.shah@gmail.com,,source
9466694,,Robert Viglione,,Robert Viglione,rob@horizenlabs.io,,Direct
9603815,,Sam Klehr,,,sam@blockdaemon.com,,List import
11081119,Inactive Investor,Tina Farhat,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
335244,,John Leroy,Financial Planner,"Summit Financial, Llc",jleroy@sfr1.com,973-285-3600,Manual List Upload
11110574,Inactive Investor,John Tuttle,,"Concourse Financial Group Securities, Inc. Austin TX 4718 Duval St",john.tuttle@concoursefinancial.com,,Salesforce
10611249,,David Brown,"Assistant Vice President, Financial Advisor",,d.brown@ampf.com,,List Import
11110237,Inactive Investor,Nathan Fogleman,,"Charles Schwab & Co., Inc. San Diego CA 3570 Carmel Mountain Rd",,,Salesforce
7113962,,sa da,,,voxera2616@maazios.comf,,Web Form Fillout
10759533,Inactive Investor,William Hart,,LPL Financial LLC Pinehurst NC 40 Parker Ln,william.hart@lpl.com,,Salesforce
11140109,Inactive Investor,Andrew Bockstein,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,andrew.bockstein@fmr.com,,Salesforce
10896039,Inactive Investor,Rebecca Newton,Chief Compliance Officer;Chief Executive Officer,Financial Journey LLC,,,Salesforce
11204818,Inactive Investor,Lacey Zerwas,,"Northwestern Mutual Investment Services, LLC Charleston WV 601 Tennessee Ave",,,Salesforce
338707,,Shane Mason,"Member, CCO","Brooklyn Fi, Llc",shane@brooklynfi.com,718-690-3600,Manual List Upload
10816501,Inactive Investor,David Samick,Financial Professional,LPL Financial LLC Boynton Beach FL 10804 Thomas Lake Mnr,david.samick@lpl.com,,Salesforce
234972,, -,,[[Unknown]],nogueira.tulio@yahoo.com.br,,
10756559,Inactive Investor,Anthony McMahan,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",tony.mcmahan@wellsfargoadvisors.com,,Salesforce
11161306,Inactive Investor,Kenneth Root,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Frederick MD 150 S East St",ken.root@rbc.com,,Salesforce
11003619,Inactive Investor,Jimy Sanchez,,PFS Investments Inc. Hialeah FL 3426 W 84th St,jimy.sanchez@primerica.com,,Salesforce
92131,,Ashok Deep Sharma,,India,ashok_deep@yahoo.com,,
11132805,Inactive Investor,Grant Wenger,,"Hornor, Townsend & Kent, LLC Plymouth Meeting PA 1000 Germantown Pike",gwenger@htk.com,,Salesforce
10787943,Inactive Investor,Brian Champigny,,Park Avenue Securities LLC Middleton MA 35 Village Rd,brian_champigny@glic.com,,Salesforce
10788506,Inactive Investor,Robert Cadena,,LPL Financial LLC San Antonio TX 16111 Via Shavano,robert.cadena@lpl.com,,Salesforce
11053882,Inactive Investor,Harry Robinette,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,hrobinette@primerica.com,,Salesforce
11142910,Inactive Investor,Curtis Lassiter,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",curtis.lassiter@ml.com,,Salesforce
11001602,Inactive Investor,Stephanie Gildemeister,,"Raymond James & Associates, Inc. Kewaunee WI Private Residence",stephanie.gildemeister@raymondjames.com,,Salesforce
10871025,Inactive Investor,Kevin Smithwick,Investment Advisor Representative;Partner,"Osaic Wealth, Inc. Rockledge FL 3188 Suntree Blvd",,,Salesforce
10614018,,Mark Levitch,Financial Advisor,,marklkcpa@hotmail.com,,List Import
9913,,Ross Mayer,,Western Landscape & Pavers,ross@westernlnp.com,2062931101,Paid Search
10980560,Inactive Investor,Jacky Tsang,Branch Relationship Banker;Personal Banker,"Wells Fargo Clearing Services, LLC Katy TX 5622 3rd St",,,Salesforce
148612,,Raymond Dirodis,,[Unknown],rdirodis@mac.com,,
10989072,Inactive Investor,Tyler Schaller,,"U.S. Bancorp Investments, Inc. New Berlin WI 15305 W National Ave",tyler.schaller@usbank.com,,Salesforce
10862912,Inactive Investor,John Johnson,,"MML Investors Services, LLC New York NY 90 Park Ave",jajohnson@financialguide.com,,Salesforce
10821617,Inactive Investor,Michael Mussay,,"Cambridge Investment Research, Inc. Grayslake IL 480 Center St",,,Salesforce
10906393,Inactive Investor,Kenneth Davis,Investment Advisor,"Concourse Financial Group Securities, Inc. Davidson NC 705 Northeast Dr",,,Salesforce
9639399,,Catherine Vaughn,,,catherine.vaughn@doublebluecapital.com,,List import
11078607,Inactive Investor,James Murphy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",james_murphyjr@ml.com,,Salesforce
11058122,Inactive Investor,Natasha Botis,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,,,Salesforce
10972468,Inactive Investor,Danielle Fedon,,Vanguard Marketing Corporation,danielle_fedon@vanguard.com,,Salesforce
10903658,Inactive Investor,Tad Cook,Chief Investment Officer;Financial Advisor;Member,"Stride Investments, LLC",tcook@stridefinancialadvisors.com,,Salesforce
11054571,Inactive Investor,Stephanie Russell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10799746,Inactive Investor,Jeffrey Racan,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",jeffrey.k.racan@ml.com,,Salesforce
9583104,,Richard Paul,,,rich@rwpaul.com,,List import
11206153,Inactive Investor,Jeffrey Bruce,Financial Advisor,LPL Financial LLC Slidell LA 1080 Old Spanish Trl,jeffrey.bruce@lpl.com,,Salesforce
373080,,Richard Skaf,,[Unknown],richard.skaf@hotmail.com,,source
10647900,,Ray Langel,,,ray.langel@morganstanley.com,,List Import
10975658,Inactive Investor,Angela Garcia Villar,,J.P. Morgan Securities LLC Baton Rouge LA 5900 Airline Hwy,angela.m.obryant@jpmorgan.com,,Salesforce
11122914,Inactive Investor,Jeffrey Crawford,Financial Advisor,Edward Jones Orlando FL 808 Virginia Dr,jeff.crawford@edwardjones.com,,Salesforce
9639270,,Aaron Ward,,,aaron.ward@ellwoodassociates.com,,List import
11233813,Inactive Investor,Amanda Hansen,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
10920093,Inactive Investor,Claudette Tull,Financial Representative,PFS Investments Inc. Gretna LA 1500 Lafayette St,claudette.tull@primerica.com,,Salesforce
9558177,,Eric Gonzalez,,,eg7567@gmail.com,,List import
9593204,,Suraj Fatehchandani,,,surajfatehchandani17@gmail.com,,List import
11063333,Inactive Investor,Allen Ernst,Financial Advisor,LPL Financial LLC Kingston WA Private Residence,allen.ernst@lpl.com,,Salesforce
10903731,Inactive Investor,Amber Wyatt,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jonesboro AR 2000 Browns Ln Access Rd",amber.mooney@ml.com,,Salesforce
11196476,Inactive Investor,Shawna Stice-Hawley,Financial Advisor,Edward Jones Belfair WA Private Residence,shawna.stice-hawley@edwardjones.com,,Salesforce
10856508,Inactive Investor,Robert Priest,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",rpriest@financialguide.com,,Salesforce
10772439,Inactive Investor,Gary Lofgren,,"Halliday Financial, LLC",glofgren@hallidayfinancial.com,,Salesforce
227097,, -,,[[Unknown]],heianqinshihuang@gmail.com,,
743,,,,,aaronschuster250@gmail.com,,
10791546,Inactive Investor,Andre Chan,,Neuberger Berman BD LLC,achan@nb.com,,Salesforce
10845693,Inactive Investor,Timothy Staley,Principal,Capital Synergy Partners,tstaley@capitalsynergypartners.com,,Salesforce
11254130,Inactive Investor,Calista Bergstrom,,"Ameriprise Financial Services, LLC Cedar Rapids IA 4101 Glass Rd NE",,,Salesforce
11004825,Inactive Investor,Megan Goldner,,J.P. Morgan Securities LLC Montgomery IL 2101 Orchard Rd,megan.goldner@jpmorgan.com,,Salesforce
10948357,Inactive Investor,Gregory Poeschel,,Commonwealth Financial Network Eau Claire WI 4410 Golf Ter,gpoeschel@commonwealth.com,,Salesforce
10978686,Inactive Investor,Timtico Waterman,,J.P. Morgan Securities LLC Jackson MS 4500 IH 55 N,timtico.waterman@jpmorgan.com,,Salesforce
10992867,Inactive Investor,Jake Blumenthal,Portfolio Analyst;Wealth Management Advisor,"Meridian Wealth Management, LLC Tucson AZ 5210 E Williams Cir",jblumenthal@meridianwealthllc.com,,Salesforce
11204307,Inactive Investor,Raymond Gin,Vice President;Wealth Advisor,Farther,raymond.gin@fartherfinance.com,,Salesforce
10789573,Inactive Investor,Phong Vu,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,phong.vu@fidelity.com,,Salesforce
1009312,Inactive Investor,John White,,TBD,jwhite@bocafg.com,8478675911,
9568164,,Terrence -,,,terryvalko@yahoo.com,,List import
10849484,Inactive Investor,Elizabeth Souza,Financial Advisor,LPL Financial LLC Wareham MA 2420 Cranberry Hwy,elizabeth.k.souza@lpl.com,,Salesforce
11132570,Inactive Investor,John Moorman,President;Principal,Anchor Investment Management,jmoorman@anchorinvestmentmanagement.com,,Salesforce
229100,, -,,[[Unknown]],r3stra1ned@gmail.com,,Organic Search
202617,,levent yilmaz,,[[Unknown]],levent.xxx@gmail.com,,Database Upload
10911908,Inactive Investor,Tyler Geik,Associate Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL 3013 N Ashland Ave",tyler.geik@ampf.com,,Salesforce
10894857,Inactive Investor,Adam Hammer,Financial Advisor,Commonwealth Financial Network Lockport NY 5860 Snyder Dr,ahammer@commonwealth.com,,Salesforce
11065571,Inactive Investor,Terry Parker,,State Farm VP Management Corp. Aurora MO 320 E Church St,shane.parker.nhyv@statefarm.com,,Salesforce
10990788,Inactive Investor,Gail Brazell,,PFS Investments Inc. Beachwood OH 26949 Chagrin Blvd,gbrazell.9llbp@primerica.com,,Salesforce
11088721,Inactive Investor,Darryl Mierl,,LPL Financial LLC Mandeville LA Private Residence,darryl.mierl@lpl.com,,Salesforce
232375,, -,,[[Unknown]],rwilson11113@msn.com,,
11140327,Inactive Investor,Ifeanyichukwu Iwuji,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10877321,Inactive Investor,Stephen Goalen,President;Principal,"Goalen Capital Advisors, LLC Bountiful UT 380 N 200 W",,,Salesforce
10996298,Inactive Investor,Spencer Bleecker,Investment Advisor Representative,"Roberts, Glore & Co.",spencer@robertsglore.com,,Salesforce
11211951,Inactive Investor,Michael Evereth,Financial Advisor,LPL Financial LLC Buffalo NY 6400 Sheridan Dr,michael.evereth@lplfinancial.com,,Salesforce
2203486,,Bo?tjan Kristl,,,bostjan.kristl@gmail.com,,
10476940,,KY Z,,,1042376650@qq.com,,Web Form Fillout
10612972,,Jason Steinmetz,Senior Financial Advisor,,jason.a.steinmetz@ml.com,,List Import
10923272,Inactive Investor,Brent Maudlin,,State Farm VP Management Corp. Bedford IN 2931 John Williams Blvd,,,Salesforce
11070657,Inactive Investor,Stanley Brown,Financial Advisor,LPL Financial LLC Layton UT Private Residence,stanley.brown@lpl.com,,Salesforce
11086563,Inactive Investor,Liana Coffaro,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",liana.thibault@nm.com,,Salesforce
118030,,John Hannah,"Chief Compliance Officer, Chief Operating Officer, Executive Vice President, Managing Director, Regulatory Contact",GeoWealth Management LLC,jack.hannah@geowealth.com,816-802-6622,
11043347,Inactive Investor,Jason Wagenmaker,,"Raymond James Financial Services, Inc. Grand Rapids MI 6677 Crossings Dr SE",jason.wagenmaker@raymondjames.com,,Salesforce
9612265,,David Botbol,,,dbotbol@claritycap.com,,List import
10662292,,Ayodeji Ijaola,,,ayodeji.ijaola@fmr.com,,List Import
10918464,Inactive Investor,Michael Santoro,,"American Portfolios Financial Services, Inc. Jericho NY 500 N Broadway",msantoro@americanportfolios.com,,Salesforce
10795187,Inactive Investor,Jill Singer,Financial Advisor,LPL Financial LLC Kingsley PA 5910 State Rte 92,jill.singer@lpl.com,,Salesforce
10815147,Inactive Investor,Joshua Lipman,,Dominari Securities LLC,joshua@dominarisecurities.com,,Salesforce
10988082,Inactive Investor,Douglas Ireland,Financial Advisor,"Pruco Securities, LLC. Danville IL 28 W North St",doug.ireland@prudential.com,,Salesforce
9572435,,Mohanad Fadhil,,,ned.fad87@gmail.com,,List import
11117503,Inactive Investor,Zachary Klosowski,Financial Advisor,Edward Jones Little Falls MN 14759 19th St NE,zachary.klosowski@edwardjones.com,,Salesforce
9644947,,HOWARD HALLER,,,fritz@hhallerfinancial.com,,List import
10895184,Inactive Investor,David Tansor,Financial Advisor,LPL Financial LLC Hollandale WI Private Residence,david.tansor@lpl.com,,Salesforce
11285413,,[Unknown],,,wes@morgan-fs.com,,Web Form Fillout
9554750,,Carmen Black,,,cblack@massmutual.com,,List import
10927525,Inactive Investor,Jacob Biggs,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11234946,Inactive Investor,Gary Coleman,Investment Advisor Representative,"Sequent Planning, LLC Checotah OK Private Residence",gcoleman@sequentplanning.com,,Salesforce
10991227,Inactive Investor,Brandon Agamennone,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,bagamennone@ft.newyorklife.com,,Salesforce
11199797,Inactive Investor,Cage Carruthers,Senior Vice President,Stephens Memphis TN 6075 Poplar Ave,ccarruthers@stephens.com,,Salesforce
9617240,,Todd Rosenbluth,,,tlrosen@hotmail.com,,List import
11188814,Inactive Investor,Mark Kohnke,,PFS Investments Inc. Winthrop Harbor IL 1100 Sheridan Rd,mark.kohnke@primerica.com,,Salesforce
10948407,Inactive Investor,Joseph Lively,Client Service Associate,"Ameriprise Financial Services, LLC Midlothian VA 1 Park West Cir",joseph.lively@ampf.com,,Salesforce
10950717,Inactive Investor,Luke Mcdermott,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",luke.mcdermott@nm.com,,Salesforce
11158028,Inactive Investor,Alexis Cheng,Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11004446,Inactive Investor,Wayne McCormick,,"Steward Partners Investment Solutions, LLC Manchester NH 1155 Elm St",wayne.mccormick@stewardpartners.com,,Salesforce
10954780,Inactive Investor,Nicholas Pellechio,,Fidelity Brokerage Services LLC,,,Salesforce
11192266,Inactive Investor,David Whitworth,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",dave@bossretirement.com,,Salesforce
10845534,Inactive Investor,Gregory Vincent,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,greg.vincent.haxm@statefarm.com,,Salesforce
10947779,Inactive Investor,Zakiya George,,Goldman Sachs & Co.,,,Salesforce
9640239,,Druvinda Rodrigo,,,drodrigo@dmpartners.net,,List import
11033482,Inactive Investor,Ravin Walters,,Thrivent Investment Management Inc. Cedarburg WI 236 Hamilton Rd,ravin.walters@thrivent.com,,Salesforce
10893124,Inactive Investor,Nicolas Febbraro,,J.P. Morgan Securities LLC Brooklyn NY 4901 13th Ave,nicolas.m.febbraro@jpmorgan.com,,Salesforce
11025019,Inactive Investor,Shaun Thatcher,,State Farm VP Management Corp. Cincinnati OH 6126 Wesselman Rd,shaun.thatcher.rksf@statefarm.com,,Salesforce
11166270,Inactive Investor,Michael Nolan,Financial Advisor,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,mnolan@janney.com,,Salesforce
11023473,Inactive Investor,Randall Holt,,"Allstate Financial Services, LLC Pittsboro NC 114 Commerce Ct",randallholt@allstate.com,,Salesforce
11218882,,John Jandrasits,,,jandrasitsj@meetgirard.com,,Other
10928349,Inactive Investor,Michelle Williams,,"First Citizens Investor Services, Inc.",michelle.williams@firstcitizens.com,,Salesforce
10939463,Inactive Investor,Stephen Moldenhauer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9619217,,Greg Dermer,,,gregdermer@outlook.com,,List import
10870693,Inactive Investor,Katherine Gross,,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",katherine.m.gross@ampf.com,,Salesforce
10984039,Inactive Investor,Aleksandra Szegda,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 29 Broadway",aleksandra.szegda@ml.com,,Salesforce
10947637,Inactive Investor,Przemyslaw Chorzepa,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,przemyslaw.chorzepa@jpmorgan.com,,Salesforce
11037405,Inactive Investor,Whitney Visger,,Cetera Advisor Networks LLC Pasadena CA 301 E Colorado Blvd,willisw@ceteranetworks.com,,Salesforce
10766473,Inactive Investor,Robert Gordon-Brown,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,robert.gordonbrown@ubs.com,,Salesforce
11180610,Inactive Investor,Perry Woolard,,"Great American Investors, Inc.",,,Salesforce
11162859,Inactive Investor,Zan Robison,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11107660,Inactive Investor,Dexter Gary,Investment Advisor Representative;Owner,"Blue Cypress Wealth Management, LLC",dexter@bluecypresswealth.com,,Salesforce
9611120,,Alican Yeral,,,yeral_alican@protonmail.com,,List import
10699071,,Brian Balsewicz,,,bbals66@yahoo.com,,Web Form Fillout
81299,,Jeremy Kelley,Financial Associate,Thrivent Investment Management Inc.,jay.kelley@thrivent.com,509-571-1001,
10825253,Inactive Investor,Frank Clay,Financial Advisor,Edward Jones Douglasville GA 4900 Stewart Mill Rd,rocky.clay@edwardjones.com,,Salesforce
11170291,Inactive Investor,Randy Doroff,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8300 Norman Center Dr",randy.g.doroff@ampf.com,,Salesforce
11038964,Inactive Investor,Brian Haynes,,"NBC Securities, Inc.",bhaynes@nbcsecurities.com,,Salesforce
332660,,Gurpreet Singh,,TBD,preetsingh89@yahoo.com,2094998722,
9600407,,Chad Tipps,,,chadtipps@gmail.com,,List import
10807331,Inactive Investor,Sean Kenmore,Founder;Managing Member,Affinity Capital Advisors LLC,sean@affinitycapadv.com,,Salesforce
10781335,Inactive Investor,Nicole Walters,,"Wells Fargo Clearing Services, LLC Georgetown TX 3727 Williams Dr",nicole.walters@wellsfargoadvisors.com,,Salesforce
11180229,Inactive Investor,Cheryl Bracamonte,Financial Advisor,Edward Jones Sierra Vista AZ 1993 Frontage Rd,cheryl.bracamonte@edwardjones.com,,Salesforce
11108765,Inactive Investor,Ronald Fishman,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,rfishman@ft.newyorklife.com,,Salesforce
11177780,Inactive Investor,Jared Breeden,,"Brokers International Financial Services, LLC.",jbreeden@brokersifs.com,,Salesforce
11209712,Inactive Investor,Hanna Weintraub,Specialist,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",,,Salesforce
9583247,,chengfeng jiang,,,103122819@qq.com,,List import
11159945,Inactive Investor,Joshua Blanchfield,Chief Investment Officer;Managing Member;Regulatory Contact,"Avos Capital Management, LLC",josh@avos.co,,Salesforce
217220,,Terry Smith,SVP,Morgan Stanley,terry.a.smith@ms.com,,Event
353129,,Emilio Fiallos,Data Science and Cloud Architect,IBM,emilio_f1@yahoo.com,,Event
11053597,Inactive Investor,Ryan Swayze,Wealth Manager,LPL Financial LLC New Orleans LA 6065 Magazine St,ryan.w.swayze@lpl.com,,Salesforce
11036601,Inactive Investor,Maxwell Bonevento,Financial Advisor,LPL Financial LLC Belmar NJ 1967 State Rte 34,maxwell.bonevento@lpl.com,,Salesforce
9542984,,Terry Lamb,,,terry.lamb@transamerica.com,,List import
11230135,Inactive Investor,Deepak Dixit,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,ddixit@ft.newyorklife.com,,Salesforce
10970870,Inactive Investor,Jordan Mckissick,,Fidelity Brokerage Services LLC New York NY 165 Broadway,,,Salesforce
11228490,Inactive Investor,Bethany Gonzalez,Private Client Advisor,J.P. Morgan Securities LLC Independence OH 6200 Brecksville Rd,bethany.gonzalez@jpmorgan.com,,Salesforce
10811578,Inactive Investor,Harold Borrero,,PFS Investments Inc. Clermont FL 1203 W Hwy 50,harold.borrero@primerica.com,,Salesforce
9615529,,Ekaterina Miroshnikova Miroshnikova,,,kat@unit.network,,List import
11182564,Inactive Investor,John White,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10886804,Inactive Investor,Scott Lotspeich,,"Wells Fargo Clearing Services, LLC",scott.lotspeich@wfadvisors.com,,Salesforce
10837419,Inactive Investor,Eric Stevens,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lake Charles LA 807 W Bayou Pines Dr",eric.stevens@wfafinet.com,,Salesforce
201496,,Daniel Charron,"Director, Shareholder",Contryman Wealth Advisors,dcharron@capc.com,,
11122010,Inactive Investor,Rodney Talbot,,"Raymond James Financial Services, Inc. Winter Garden FL 32 S Main St",rodney.talbot@raymondjames.com,,Salesforce
10782582,Inactive Investor,Thomas Udzielak,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,thomas.udzielak@fidelity.com,,Salesforce
11204187,Inactive Investor,Brandon Landry,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
118069,,Joel Albers,Financial Consultant,Thrivent Investment Management Inc.,joel.albers@thrivent.com,608-240-1645,
248725,,Benjam?n Pescio,Journalist,Diario Financiero,bpescio@df.cl,,Manual List Upload
10845795,Inactive Investor,Eric Davis,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 590 Madison Ave",eric.g.davis@ampf.com,,Salesforce
9610355,,Jeffrey McMurray,,,jmcmurray@janney.com,,List import
9614465,,Alessandro Perillo,,,a.perillo@young.business,,List import
11068074,Inactive Investor,Soo Kim,Private Wealth Advisor,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",soo.m.kim@ampf.com,,Salesforce
10858748,Inactive Investor,Jayanital Patel,,NYLIFE Securities LLC Woodbridge IL Private Residence,jayanpatel@ft.newyorklife.com,,Salesforce
11038262,Inactive Investor,Sameer Bham,,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,sameer.bham@thrivent.com,,Salesforce
10756036,Inactive Investor,Vera Nigmatullina,Senior Client Service Associate,Morgan Stanley Hyannis MA 45 North St,vera.nigmatullina@morganstanley.com,,Salesforce
10816196,Inactive Investor,Jason Vigunas,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,jason.vigunas@fidelity.com,,Salesforce
11080276,Inactive Investor,Jaime Wiedmeyer,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",jaime.wiedmeyer@nm.com,,Salesforce
9631321,,Matt Brickley,,,mbrickley@gmail.com,,List import
217870,,joe fernicola,,[[Unknown]],njcola@earhlink.net,,Initial Salesforce Import
10868453,Inactive Investor,Maria Tran,,"Transamerica Financial Advisors, Inc El Paso TX 1760 Airway Blvd",yvonne.tran@tfaconnect.com,,Salesforce
1721263,,Chaitanya GK,,[Unknown],chaitanyagoparaju@gmail.com,,
11197012,Inactive Investor,Gordon Mortin,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",gordon.mortin@raymondjames.com,,Salesforce
340761,,Marcy Boyd,Partner,Moss Adams Wealth Advisors Llc,marcy.boyd@mossadams.com,206-302-6500,Manual List Upload
225762,,David Morris,,[[Unknown]],david.morris@stifel.com,,Initial Salesforce Import
9543313,,David -,,,dpaceagent@gmail.com,,List import
10831485,Inactive Investor,Lyle Murakami,Financial Advisor;First Vice President;Portfolio Manager Director;Senior Vice President,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,lyle.murakami@morganstanley.com,,Salesforce
10295347,,Ronan Kellett,,,ronan_kellett@hotmail.com,,Web form fillout
10488259,,Daniel Taylor,"Director - Investments, Manager, Managing Principal","Taylor Morgan Capital Management, LLC",daniel@taylormorgancapital.com,,List Import
10993416,Inactive Investor,Brian Murphy,,Webull Financial LLC,,,Salesforce
11064695,Inactive Investor,Kennique Schuetz,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,kennique.meals@edwardjones.com,,Salesforce
10659719,,James Staples,,,jstaples@city-cap.com,,List Import
11057621,Inactive Investor,Coby Snyder,Financial Advisor,LPL Financial LLC San Luis Obispo CA 429 Marsh St,c.snyder@lpl.com,,Salesforce
10995187,Inactive Investor,Jacob Phelps,,Strong Wealth,,,Salesforce
221832,,Louis LaValle,,[[Unknown]],louis.lavalle@gmail.com,,Initial Salesforce Import
9611201,,Michael Stanley,,,michaelstanley664@gmail.com,,List import
10903952,Inactive Investor,Alex Picarillo,,Goldman Sachs & Co.,,,Salesforce
10619766,,Matthew Corrigan,,,matthew.corrigan@raymondjames.com,,List Import
11072064,Inactive Investor,Danielle Osborne,Financial Advisor,Edward Jones Eastover NC 4064 Dunn Rd,dani.osborne@edwardjones.com,,Salesforce
10659267,,Karen Punda,,,karen.punda@cetera.com,,List Import
10869627,Inactive Investor,Minda Wilson,Financial Advisor,Edward Jones Savannah TN 1035 Wayne Rd,mindy.wilson@edwardjones.com,,Salesforce
10823968,Inactive Investor,Victoria Lieb,Senior Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,victoria.lieb@ubs.com,,Salesforce
11136507,Inactive Investor,Louis Levy,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
333296,,Mike Dewitt,,Brightworth,mike.dewitt@brightworth.com,,Manual List Upload
10838624,Inactive Investor,Michael Chabalik,Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,michael.chabalik@morganstanley.com,,Salesforce
11114010,Inactive Investor,Daniel Miller,,USA Financial Securities LLC Red Oak IA 505 N 3rd St,,,Salesforce
10853515,Inactive Investor,Thomas Smith,,Interactive Brokers LLC Chicago IL 209 S La Salle St,tsmith@interactivebrokers.com,,Salesforce
11222215,,Brian Welsh,,,bwelsh@hbkswealth.com,,List Import
9585557,,Joseph Levy,,,jlevy@tegean.com,,List import
11116716,Inactive Investor,Mario Longo,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",mariolongo@financialguide.com,,Salesforce
10960098,Inactive Investor,Chris Garner,,"Pruco Securities, LLC. Springfield IL 2001 W Monroe St",chris.garner@prudential.com,,Salesforce
9600401,,david mandiya,,,david.mandiya@gmail.com,,List import
350759,,Dan Mccarthy,Senior Actuarial Associate,"Hooker & Holcombe Investment Advisors, Inc.",dmccarthy@hhconsultants.com,860-521-8400,Manual List Upload
10928565,Inactive Investor,Dody McGee,Regional Vice President,PFS Investments Inc. Clarkston MI 6160 Dixie Hwy,dody.mcgee@primerica.com,,Salesforce
11204855,Inactive Investor,Daniel Rodriguez,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",daniel_rodriguez@ml.com,,Salesforce
10619669,,Joel Foster,,,jfoster@kingsview.com,,List Import
10989845,Inactive Investor,Brandon Lorenz,Wealth Management Advisor,Cedrus LLC,blorenz@cedrusfinancial.com,,Salesforce
11123745,Inactive Investor,Debra Haley,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Mobile AL 4332 Boulevard Park S",debra.haley@ampf.com,,Salesforce
11010043,Inactive Investor,Barbora Hawkins,,"Pruco Securities, LLC. Sarasota FL 3403 Magic Oak Ln",barbora.hawkins@prudential.com,,Salesforce
10911759,Inactive Investor,Cindy Vander Heiden,,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",cindy.vanderheiden@nm.com,,Salesforce
11049380,Inactive Investor,James Hanafin,Supervisory Manager;Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,james.hanafin@jpmorgan.com,,Salesforce
10811289,Inactive Investor,Gerald Rogers,Founder;Managing Member;Partner,"Firethorn Wealth Partners, LLC",jerry@firethornwp.com,,Salesforce
10911718,Inactive Investor,Tapfuma Chibaya,Director;Portfolio Manager;Research Analyst,Chevy Chase Trust Company,tchibaya@chevychasetrust.com,,Salesforce
10812006,Inactive Investor,John Tubman,Chief Operating Officer;Partner,Ballentine Partners,btubman@ballentinepartners.com,,Salesforce
11169472,Inactive Investor,Joanna Ziajor,,J.P. Morgan Securities LLC Harwood Heights IL 4223 N Harlem Ave,joanna.ziajor@jpmorgan.com,,Salesforce
11072653,Inactive Investor,Vance Schroeder,,"Wells Fargo Advisors Financial Network, LLC San Diego CA 15373 Innovation Dr",vance.schroeder@wellsfargoadvisors.com,,Salesforce
10990595,Inactive Investor,Anzor Chichilidze,,J.P. Morgan Securities LLC Brooklyn NY 490 Fulton St,anzor.chichilidze@jpmorgan.com,,Salesforce
10613583,,Matthew Buchsbaum,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,matthew.buchsbaum@ubs.com,,List Import
10771942,Inactive Investor,Seann Courtney,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",seann.p.courtney@ml.com,,Salesforce
10837175,Inactive Investor,Jean Vincent,Family Wealth Director;Financial Advisor;Lending Specialist;Senior Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,jean.vincent@morganstanley.com,,Salesforce
9629868,,Sanat Kapur,,,sanatkapur@gmail.com,,List import
11109085,Inactive Investor,Roger Snider,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
9601444,,Michael Paquet,,,mjpaquet2@gmail.com,,List import
11042833,Inactive Investor,Aaron Klein,Wealth Advisor,"Carlson Capital Management, LLC Minneapolis MN 1700 W 82nd St",aaron.klein@carlsoncap.com,,Salesforce
10976265,Inactive Investor,Beau Sullivan,,"Acorns Securities, LLC",,,Salesforce
9574842,,John Bodnar,,,john@bodnar.net,,List import
186109,,Darren Lurie,,[Unknown],dbl.lurie@gmail.com,,source
339133,,Eric Bommer,Partner,"Sentinel Capital Partners, L.l.c.",bommer@sentinelpartners.com,212-688-3100,Manual List Upload
11090082,Inactive Investor,David Mannikko,,"Cambridge Investment Research, Inc. Rhinelander WI 1901 River St",,,Salesforce
10644470,,John Buckley,,,john.e.buckley@pjc.com,,List Import
9565734,,Robert F Dowd,,,bobdowd@aol.com,,List import
10969107,Inactive Investor,Rana Oroumi,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,rana.oroumi@fmr.com,,Salesforce
9609836,,Robert Hall,,,nikeml63@gmail.com,,List import
10767231,Inactive Investor,Mark O'Neill,Client Advisor;Director,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",mark.oneill@raymondjames.com,,Salesforce
10965654,Inactive Investor,Gregory Caturano,Financial Planner,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
163976,,ROZAIMI ALIASAK,,[Unknown],sadidaenterprise@gmail.com,,
11113464,Inactive Investor,Shauywn Smith,Financial Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,shauywn.smith@lpl.com,,Salesforce
9622616,,Bob Bjunter,,,bellatech4@gmail.com,,List import
10926466,Inactive Investor,Victoria Taylor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11115673,Inactive Investor,Inna Raneri,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,inna.raneri@fidelity.com,,Salesforce
9615818,,Keats Sexton,,,keats.sexton@ubs.com,,List import
11155826,Inactive Investor,Tony Penzone,Financial Advisor;Senior Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,tony.penzone@morganstanley.com,,Salesforce
9575085,,Robyn Moorhead,,,robyn.moorhead@securitiesamerica.com,,List import
9569523,,Kevin Monroe,,,kevin.monroe@captrustadvisors.com,,List import
11222636,,Stephen Salinger,,,ssalinger@jacobicapital.com,,List Import
11218039,,Alice Ambrowiak,,,aambrowiak@rwbaird.com,,List Import
11055784,Inactive Investor,Dominick Bennese,,"Parkland Securities, LLC Sarasota FL Private Residence",dbennese@parklandrep.com,,Salesforce
10486687,,Gregory Cooper,Senior Manager,"Wells Fargo Clearing Services, LLC",raeannie@earthlink.net,,List Import
11167893,Inactive Investor,Ryan Young,,"Truist Investment Services, Inc. Charlottesville VA 310 4th St NE",ryan.young@truist.com,,Salesforce
11020946,Inactive Investor,Kei Engel,,"Principal Securities, Inc.",engel.kei@principal.com,,Salesforce
10828095,Inactive Investor,Daniel Christiansen,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Rockford IL 2215 Perrygreen Way",dan.christiansen@rbc.com,,Salesforce
11011222,Inactive Investor,Annette Marion,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,annette.marion@primerica.com,,Salesforce
11087143,Inactive Investor,Staci Mapes,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,staci.mapes@lpl.com,,Salesforce
11103535,Inactive Investor,Michele Dunbar,Chief Compliance Officer;Managing Member;Managing Partner,"Dunbar Associates, LLC",,,Salesforce
10530891,,Bill Vasilakos,,,bill.vasilakos@fundstrat.com,,List Import
10766181,Inactive Investor,Sharon Martin,Assistant Vice President,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,smartin@rwbaird.com,,Salesforce
10873924,Inactive Investor,Donald Patane,,"Kestra Investment Services, LLC Levittown NY Private Residence",,,Salesforce
10778775,Inactive Investor,Samuel Sugg,Financial Advisor;Managing Director;Wealth Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",samuel.sugg@wellsfargoadvisors.com,,Salesforce
10913253,Inactive Investor,Stephen Lawler,Relationship Manager;Vice President,FCI Advisors,stephen.lawler@fciadvisors.com,,Salesforce
347481,,Tim Cronin,Fixed Income Head,Leucadia Asset Management Llc,tcronin@jefferies.com,212-284-2300,Manual List Upload
10770613,Inactive Investor,Neil Mohaghegh,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",neil.b.mohaghegh@ml.com,,Salesforce
9629075,,Logan Probst,,,probstlogan@gmail.com,,List import
10780073,Inactive Investor,Ronald Villegas,,J.P. Morgan Securities LLC Skokie IL Private Residence,ronald.villegas@jpmorgan.com,,Salesforce
10802174,Inactive Investor,Elizabeth Turman,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11204447,Inactive Investor,Vincent Salvato,Chief Compliance Officer;President,"Platinum Financial Advisors, LLC",,,Salesforce
11220459,,Todd Larson,,,tlarson@ftportfolios.com,,Other
9638609,,Timothy Michel,,,tmichel@avdf.org,,List import
10762310,Inactive Investor,Sergio Butron,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,sergio.butron@primerica.com,,Salesforce
11039819,Inactive Investor,Cary Sheppard,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",cary.sheppard@valic.com,,Salesforce
11112648,Inactive Investor,Liam Powlen,,Fidelity Brokerage Services LLC,,,Salesforce
11144002,Inactive Investor,John Burke,Financial Advisor,"Private Client Services, LLC",aburke@kfg.com,,Salesforce
11125852,Inactive Investor,Christopher Farrell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",christopher.farrell@schwab.com,,Salesforce
10794541,Inactive Investor,Elizabeth Knight,Financial Planner;Senior Financial Planner;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",erknight@ftbadvisors.com,,Salesforce
9575081,,Matt Leaf,,,mattleaf33@gmail.com,,List import
10774688,Inactive Investor,Jody Scheiman,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Columbus OH 4449 Easton Way",scheimanj@stifel.com,,Salesforce
11136173,Inactive Investor,Lance Pelky,Financial Planner,LPL Financial LLC San Diego CA 3550 Camino del Rio N,lance.pelky@lpl.com,,Salesforce
9591893,,matthew bassett,,,matt.bassett59@gmail.com,,List import
10953017,Inactive Investor,Brittany Strom,Financial Solutions Advisor,D.A. Davidson & Co. Everett WA 2825 Colby Ave,brittany.strom@ml.com,,Salesforce
9646980,,Hugo Meira,,,hugodealbuq@gmail.com,,List import
10762483,Inactive Investor,Danny Davis,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Omaha NE 1125 S 103rd St",,,Salesforce
9415845,,Wouter Buitenhuis,,Wouter Buitenhuis,w.buitenhuis@gmail.com,,List Import
11231138,Inactive Investor,Shania Davis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9628249,,Jay Ambroson,,,jayaambroson@earthlink.net,,List import
11190622,Inactive Investor,Dallin Walker,Financial Advisor,"Onyx Financial Advisors, LLC",dwalker@onyxfinancial.com,,Salesforce
10798850,Inactive Investor,Maria Tyler,,"Bessemer Investor Services, Inc. Miami FL 801 Brickell Ave",tyler@bessemer.com,,Salesforce
9643903,,Andrew Zacks,,,andrewzacks@gmail.com,,List import
11136928,Inactive Investor,Devin Murphy,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10967299,Inactive Investor,Timothy Reid,,NYLIFE Securities LLC Arlington Heights IL 3208 N Salk Rd,treid@ft.newyorklife.com,,Salesforce
11091063,Inactive Investor,Carey James,Investment Advisor Representative,"Centaurus Financial, Inc. Arroyo Grande CA 1186 E Grand Ave",cjames@cfiemail.com,,Salesforce
10789804,Inactive Investor,Melissa Seibert,,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,mseibert@rockco.com,,Salesforce
11132170,Inactive Investor,Naizony Gonzalez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,naizony.h.gonzalez@jpmorgan.com,,Salesforce
10853444,Inactive Investor,Owen Mulhern,Chief Compliance Officer;Managing Member;President;Senior Wealth Coach,Financial Coach,owen@financialcoachgroup.com,,Salesforce
11176175,Inactive Investor,Patrick Hineline,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",patrick.hineline@ml.com,,Salesforce
11041019,Inactive Investor,Joseph Bellinger,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",joseph.bellinger@nm.com,,Salesforce
10789990,Inactive Investor,Robert Henneberger,Financial Advisor,"Wells Fargo Clearing Services, LLC Ogden UT 2389 Washington Blvd",robert.p.henneberger@wellsfargo.com,,Salesforce
10870378,Inactive Investor,Donald Everette,Financial Advisor,Edward Jones Midlothian VA 13867 Village Place Dr,donald.everette@edwardjones.com,,Salesforce
9598543,,Craig Darnell,,,cdarnell@blakeslee-blakeslee.com,,List import
11200867,Inactive Investor,Ryan Beishuizen,,"Osaic Wealth, Inc. Muskegon MI 1975 Holton Rd",,,Salesforce
10942349,Inactive Investor,Jared Pierce,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11185972,Inactive Investor,Danielle Moeller,Relationship Banker,"Wells Fargo Clearing Services, LLC Freeland WA 5588 Harbor Ave",,,Salesforce
10983303,Inactive Investor,John Hargraves,,"Brokers International Financial Services, LLC. Middleburg FL Private Residence",jhargraves@brokersifs.com,,Salesforce
10644944,,Joseph Mathew,,,joseph.mathew@prudential.com,,List Import
11113703,Inactive Investor,Daniel Babjar,,"Farmers Financial Solutions, LLC Portland OR 9945 SE Oak St",dbabjar@farmersagent.com,,Salesforce
9630385,,Luca Rosacuta,,,luca.rosacuta@gmail.com,,List import
10772160,Inactive Investor,Michael Greene,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,michael.greene@ubs.com,,Salesforce
10844597,Inactive Investor,Scott Morrow,Senior Financial Consultant,LPL Financial LLC Newburgh NY 953 Rte 300,scott.morrow@lpl.com,,Salesforce
10836554,Inactive Investor,Luke Collova,Director - Advisory Services,Bear Mountain Capital Inc.,luke.collova@bearmountaincapital.com,,Salesforce
10799620,Inactive Investor,Kenneth Smith,Financial Advisor,LPL Financial LLC Hagerstown MD 1825 Howell Rd,kenneth.r.smith@lpl.com,,Salesforce
9602848,,Alyssa Madruga,,,alyssa.madruga@purefinancial.com,,List import
11238240,Inactive Investor,Thomas Huestis,,PUBLIC RESOURCES ADVISORY GROUP,thuestis@pragny.com,,Salesforce
10813077,Inactive Investor,Thomas Dente,,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,thomas.dente@primerica.com,,Salesforce
10961602,Inactive Investor,Gabriel Fisher,,Citigroup Global Markets Inc.,,,Salesforce
11094714,Inactive Investor,William Serralles,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,william.serralles@ubs.com,,Salesforce
10939481,Inactive Investor,Ryan Hoehn,,Fidelity Brokerage Services LLC,,,Salesforce
350842,,Dave Rigg,Investment Advisor Representative,"Independent Wealth Network, Inc.",drigg@kfafin.com,515-461-5123,Manual List Upload
11117696,Inactive Investor,Alison McGowan,,"Wells Fargo Advisors Financial Network, LLC Melville NY 510 Broadhollow Rd",alison.mcgowan@wellsfargoadvisors.com,,Salesforce
10779129,Inactive Investor,Ellen Liss,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
10892097,Inactive Investor,Kevin Hanath,Financial Advisor,Edward Jones Brookshire TX 905 Cooper St,kevin.hanath@edwardjones.com,,Salesforce
9566197,,Alex More,,,amore@ccsb.com,,List import
10935328,Inactive Investor,Mark Stegink,,"Kestra Investment Services, LLC Grand Haven MI 700 Fulton St",,,Salesforce
10890485,Inactive Investor,Erin Sutton,Financial Advisor;Senior Vice President;Vice President,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",erin.sutton@raymondjames.com,,Salesforce
352981,,Nancy Hament,Managing Director,Capital2Market,nancy.hament@c2msecurities.com,,Event
10928777,Inactive Investor,Martha Rosario,,PFS Investments Inc. Palm Beach Gardens FL 9121 N Military Trl,martha.rosario@primerica.com,,Salesforce
511,,,,,CraigParker569731@yandex.com,,
10906286,Inactive Investor,William Leak,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kleak@tiaa.org,,Salesforce
10888781,Inactive Investor,Wally Luu,Financial Advisor,"Wells Fargo Clearing Services, LLC Elk Grove CA 8872 Bond Rd",wally.luu@wellsfargo.com,,Salesforce
9584712,,Robert Welch,,,robert@coigncapital.com,,List import
5577561,,Mark Zunic,,,markzunic@me.com,2127346547,
10934783,Inactive Investor,Peter Mcglynn,Chief Operating Officer;Partner,Renew Family Wealth,peter@renewfamily.com,,Salesforce
10928094,Inactive Investor,David Lloyd,,"International Assets Advisory, LLC Merrillville IN Private Residence",,,Salesforce
9604065,,ALEX SEMI,,,alex@xena.exchange,,List import
10828131,Inactive Investor,Kevin Stevens,,"Concourse Financial Group Securities, Inc. Dubuque IA 600 Star Brewery Dr",kevin.stevens@concoursefinancial.com,,Salesforce
10918476,Inactive Investor,James Day,,LPL Financial LLC Suwanee GA 415 Horizon Dr,james.day@lpl.com,,Salesforce
10999740,Inactive Investor,Pilar Landa,,PFS Investments Inc. Gurnee IL 4343 Old Grand Ave,planda@primerica.com,,Salesforce
10858522,Inactive Investor,Matthew Schultz,Chief Executive Officer;President,"83rd St. Wealth Management, LLC",matt@83rdst.com,,Salesforce
11169803,Inactive Investor,Gretchen Maska,,"Raymond James Financial Services, Inc. Jackson MI 420 S Brown St",gretchen.maska@raymondjames.com,,Salesforce
11030202,Inactive Investor,Todd Loughin,Regional Vice President,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",todd.loughin@equitable.com,,Salesforce
242919,,Jeffrey Morrison,Reg Rep,Lifemark Securities Corp,jmorrison@lifemark.com,,Manual List Upload
11176615,Inactive Investor,Alfredo Pardo,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,alfredo.pardo@citigroup.com,,Salesforce
11221107,,William Haigh,,,billh@efsadvisors.com,,List import
11049557,Inactive Investor,Joshua Duvall,Owner,"Joshua Duvall Financial Planning & Accounting, LLC",josh@joshuaduvall.com,,Salesforce
69280,,Richard Driscoll,Investment Advisor Representative,"Securities America Advisors, Inc.",richard.driscoll@securitiesamerica.com,,
9641510,,Anthony Stinson,,,astinsonmvs@hotmail.com,,List import
10990669,Inactive Investor,Anton Schirmang,Wealth Advisor,Corient Itasca IL 2 Pierce Pl,tony.schirmang@corient.com,,Salesforce
9594750,,Eduardo Garcia Fernandez,,,eduardogfdez@gmail.com,,List import
10942558,Inactive Investor,Asma Atique,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,asmaatique@statefarm.com,,Salesforce
10827208,Inactive Investor,James Ball,,UBS Financial Services Inc. Washington DC 1501 K St NW,james.ball@ubs.com,,Salesforce
9602299,,th fv,,,thaieibvn@gmail.com,,List import
10960226,Inactive Investor,Samuel Baur,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11065976,Inactive Investor,William Barker,,"Osaic Wealth, Inc. Evanston WY 810 18th St",,,Salesforce
11060679,Inactive Investor,Richard Baker,Senior Wealth Advisor,LPL Financial LLC Springfield MO 2760 E Sunshine St,richard.baker@lpl.com,,Salesforce
10858740,Inactive Investor,Paul Crisafulli,,Lincoln Investment Belleview FL 11316 SE 62nd Ave,pcrisafulli@lincolninvestment.com,,Salesforce
10872576,Inactive Investor,John Stohlman,,"Grove Point Investments, LLC Gaithersburg MD 13 E Deer Park Dr",,,Salesforce
11037326,Inactive Investor,Elise Mincey,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,elise.mincey@morganstanley.com,,Salesforce
10869574,Inactive Investor,Robert Kinsella,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11145326,Inactive Investor,Charles Speiser,,Morgan Stanley Chicago IL 227 W Monroe St,charles.e.speiser@morganstanley.com,,Salesforce
9548474,,Saurabh Bachawe,,,saurabh4514@gmail.com,,List import
10867382,Inactive Investor,Bernardo Aguirre,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
9543991,,rohoto Zr,,,1161512734@qq.com,,List import
10762664,Inactive Investor,Nancy Zevenbergen,Chief Investment Officer;Director;Portfolio Manager;President,Zevenbergen Capital Investments LLC Seattle WA 601 Union St,zevenbergen@zci.com,,Salesforce
9647044,,Michael Jerome,,,mkotarski@wfafinet.com,,List import
11045494,Inactive Investor,Dennis Morin,Financial Advisor,St. Germain Investment Management Springfield MA 1500 Main St,,,Salesforce
10833949,Inactive Investor,Kimberly Blaes,Client Service Associate,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,kimberly.blaes@ubs.com,,Salesforce
10760791,Inactive Investor,John Wilfong,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,john.wilfong@ubs.com,,Salesforce
10853980,Inactive Investor,Stephen Gaustad,Managing Member;Owner,"Galvin, Gaustad & Stein, LLC",sgaustad@ggsadvisors.com,,Salesforce
219575,,Luke Alford,,[Unknown],alford@triad.rr.com,,
10847314,Inactive Investor,Mark Malcein,Financial Advisor,GWN Securities Inc. Wayne PA 940 W Valley Rd,mmalcein@gwnsecurities.com,,Salesforce
10849770,Inactive Investor,Joshua Fennimore,Principal,Benchmark Financial,josh@benchmarkfn.com,,Salesforce
10612128,,Matthew Carty,Financial Advisor,,matthew.carty@edwardjones.com,,List Import
10921728,Inactive Investor,Abraham Zelenyak,Associate,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,abraham.zelenyak@jpmorgan.com,,Salesforce
10870350,Inactive Investor,Matthew Golden,,J.P. Morgan Securities LLC Greenville SC 1221 Woodruff Rd,matthew_golden@glic.com,,Salesforce
10962223,Inactive Investor,Jason Stahl,,"Principal Securities, Inc. Bismarck ND 1727 State St",stahl.jason@principal.com,,Salesforce
9594948,,Jennifer Bauder,,,jbauder@cornerstone-companies.com,,List import
11049766,Inactive Investor,Paula Bonk,Associate Financial Advisor,"RBC Capital Markets, LLC Huntington WV 704 4th Ave",,,Salesforce
56566,,Erik Scott,"Co-founder, Partner","Avance Investment Management, Llc",escott@avanceinv.com,646-568-7390,Manual List Upload
9641119,,Garry Link,,,garrylink06@gmail.com,,List import
9571112,,Samuel Alcoff,,,salcoff@tildenparkcapital.com,,List import
11199800,Inactive Investor,Robert Feltus,Managing Director,Stephens,robert.feltus@stephens.com,,Salesforce
10889908,Inactive Investor,Michael Benoit,Managing Partner;Senior Consultant,LPL Financial LLC Traverse City MI Private Residence,michael.benoit@lpl.com,,Salesforce
9595632,,James Vicars,,,jvicars@caledonia.com.au,,List import
10882486,Inactive Investor,Deborah Camealy,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,deborah.camealy@jpmorgan.com,,Salesforce
10658938,,Kelly Manchac,,,kmanchac@hightoweradvisors.com,,List Import
9584641,,Brian Bell,,,bbell@bkd.com,,List import
11203480,Inactive Investor,Austin Shuttleworth,Financial Producer,Thrivent Investment Management Inc. East Longmeadow MA 200 N Main St,austin.shuttleworth@thrivent.com,,Salesforce
11118308,Inactive Investor,David Dellamora,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,david.dellamora@primerica.com,,Salesforce
11155431,Inactive Investor,Mark Kronenfeld,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",mark.a.kronenfeld@wellsfargoadvisors.com,,Salesforce
10774969,Inactive Investor,Allen Chan,,J.P. Morgan Securities LLC Skokie IL 5550 Touhy Ave,allen.x.chan@jpmorgan.com,,Salesforce
11261307,Inactive Investor,Colin Connery,Relationship Manager,Heron Bay Capital Management Berkley MI Private Residence,cconnery@heronbaycap.com,,Salesforce
10906945,Inactive Investor,Eric Sheerin,Managing Member;Principal;Regulatory Contact,"Dogwood Wealth Management, LLC",eric@dogwoodwealthmanagement.com,,Salesforce
10657250,,Lauren McCarthy,,,lmccarthy@ziegler.com,,List Import
9636134,,Nicki Lambropoulos,,,nlambropoulos@newharborcap.com,,List import
9610577,,Dom Pinto,,,delvikings@aol.com,,List import
10863382,Inactive Investor,Christian Habitz,Co-Founder;Founder;Managing Member;Regulatory Contact,"The Invictus Collective, LLC",christian.habitz@theinvictuscollective.com,,Salesforce
9645642,,Hugh Gershon,,,pelham2014@icloud.com,,List import
10905075,Inactive Investor,Gaston De La Torre,,"MML Investors Services, LLC Vancouver WA 1220 Main St",gastondelatorre@financialguide.com,,Salesforce
10991407,Inactive Investor,Joseph Degnan,Financial Advisor,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",,,Salesforce
11080355,Inactive Investor,Patrick Carlucci,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",patrick.carlucci@bofa.com,,Salesforce
10772786,Inactive Investor,Nikolas Gountanis,Senior Client Service Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,niko.gountanis@ubs.com,,Salesforce
11059209,Inactive Investor,William Meikle,,"Cambridge Investment Research, Inc. Reston VA 12020 Sunrise Valley Dr",,,Salesforce
11190835,Inactive Investor,Gavin Scheer,Financial Advisor,Edward Jones Maize KS 4615 N Maize Rd,gavin.scheer@edwardjones.com,,Salesforce
10486997,,Sheff Olinger,"Executive Director, Financial Advisor, Senior Portfolio Manager",Oppenheimer & Co. Inc.,sheff.olinger@opco.com,,List Import
10899806,Inactive Investor,Kyle Osting,,Fidelity Brokerage Services LLC,,,Salesforce
11121639,Inactive Investor,Erick Perez,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",erick.perez@ampf.com,,Salesforce
11036681,Inactive Investor,Richard Jewell,,"Northwestern Mutual Investment Services, LLC Peachtree City GA 1104 N Peachtree Pkwy",perry.jewell@nm.com,,Salesforce
11137075,Inactive Investor,Jeremy Tuleja,Financial Advisor,Edward Jones Denver CO 390 Union Blvd,jeremy.tuleja@edwardjones.com,,Salesforce
10835269,Inactive Investor,Christopher Markowski,Advisor;Director;Partner,Markowski Investments,,,Salesforce
11002038,Inactive Investor,David Mandeville,,"Raymond James & Associates, Inc.",david.mandeville@raymondjames.com,,Salesforce
10616657,,Angelo Imbrogno,,,angelo.imbrogno@lpl.com,,List Import
11063667,Inactive Investor,Kathleen Groves,,PFS Investments Inc. Corona CA 255 E Rincon St,kathleen.groves@primerica.com,,Salesforce
9581065,,John Good,,,john.good@securitiesamerica.com,,List import
11190500,Inactive Investor,Austin Lewis,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9592087,,Massimo Ianniruberto,,,mianniruberto@bluroot.ca,,List import
11150200,Inactive Investor,Hayden White,Client Associate,"Wells Fargo Clearing Services, LLC El Dorado AR 308 N Jefferson Ave",,,Salesforce
11046430,Inactive Investor,Dennis Hughes,Investment Advisor Representative,GWN Securities Inc. Cicero NY 5702 S Bay Rd,dhughes@gwnsecurities.com,,Salesforce
164530,,julie Gessel,,[Unknown],j.gessel@mchsi.com,,Direct
11200625,Inactive Investor,Daniel Rossetti,Financial Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,daniel.rossetti@morganstanley.com,,Salesforce
10923861,Inactive Investor,Sheri Sova,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,sheri.sova@primerica.com,,Salesforce
10884544,Inactive Investor,David Alderson,Financial Advisor;First Vice President,Robert W. Baird & Co. Incorporated Greensburg PA 540 Pellis Rd,dalderson@rwbaird.com,,Salesforce
9591767,,Kristof Gleich,,,kristof.gleich@harborfunds.com,,List import
11022438,Inactive Investor,Thomas Watts,,Fidelity Brokerage Services LLC Greensboro NC 609 Green Valley Rd,,,Salesforce
10900804,Inactive Investor,Daeyl Burrell,,"Carter, Terry & Company, Inc.",dburrell@carterterry.com,,Salesforce
10891751,Inactive Investor,Laura Kamps,Financial Advisor,LPL Financial LLC Lodi WI Private Residence,laura.kamps@lpl.com,,Salesforce
10958416,Inactive Investor,Laura Welch,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,laura.nordstrom@thrivent.com,,Salesforce
11106297,Inactive Investor,Kylee Link,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",kylee.link@ml.com,,Salesforce
11177751,Inactive Investor,Ben M Lukens,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",ben.lukens@nm.com,,Salesforce
10856157,Inactive Investor,Jay Bullie,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,jay.bullie.gclp@statefarm.com,,Salesforce
10881454,Inactive Investor,Anthony Ferrer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",,,Salesforce
11085753,Inactive Investor,Suzanne De Lorenzo,,LPL Financial LLC Newburgh NY 276 Rte 17k,suzanne.delorenzo@lpl.com,,Salesforce
242017,,Darryl Grayson,MD,ACR,dmgrayson3@msn.com,,Event
11105140,Inactive Investor,James Hartzell,Financial Planning Consultant,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",jake.hartzell@raymondjames.com,,Salesforce
1001504,Inactive Investor,Ted Schiffman,,Citadel,ted.schiffman@citadelsecurities.com,212-652-8964,Direct
9602778,,David Shladovsky,,,dshladov@gmail.com,,List import
10799365,Inactive Investor,Frederick McNair,,"ValMark Securities, Inc. Annapolis MD 5 Park Pl",,,Salesforce
11146368,Inactive Investor,Dalton Leblanc,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,dalton.leblanc.b3ak@statefarm.com,,Salesforce
10830234,Inactive Investor,Charles Kerl,Financial Advisor;First Vice President;Investing with Impact Director,Morgan Stanley San Francisco CA 101 California St,charles.kerl@morganstanley.com,,Salesforce
9576977,,Chris Goodrick,,,chrisgoodrick@gmail.com,,List import
11171463,Inactive Investor,Ross Tomer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wexford PA 10638 Perry Hwy",ross.tomer@ml.com,,Salesforce
10782191,Inactive Investor,Julie Fox,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",julie.k.fox@ml.com,,Salesforce
11078406,Inactive Investor,Jeffrey Boyarsky,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Princeton Junction NJ 92 Warwick Rd",jeffrey.boyarsky@equitable.com,,Salesforce
11232156,Inactive Investor,Tracy Boekeloo,,PFS Investments Inc. Portage MI 1302 W Milham Ave,tboekeloo@primerica.com,,Salesforce
9585551,,ngillaspie@gmail.com Gillasoie,,,ngillaspie@gmail.com,,List import
10976477,Inactive Investor,Joshua Sharp,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",josh.sharp@nm.com,,Salesforce
11067433,Inactive Investor,Cale Rollings,,"Horace Mann Investors, Inc. Charlotte NC 2101 Sardis Rd N",cale.rollings@horacemann.com,,Salesforce
10942399,Inactive Investor,Maria Bailey,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11232357,Inactive Investor,Timothy McCalla,Business Initiatives Consultant,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
11140086,Inactive Investor,Jessica Watts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 11675 Dallas Pkwy",jessica.watts@ml.com,,Salesforce
9570205,,Brett Jefferson,,,bjefferson@hildenelc.com,,List import
10772013,Inactive Investor,Bruce Lessinger,Financial Advisor,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,bruce.lessinger@opco.com,,Salesforce
11194203,Inactive Investor,Joel Barrus,Assistant Vice President;Complex Risk Officer,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
9619689,,Dante Pador,,,atiroots@gmail.com,,List import
10487583,,Lawrence Lowe,,LPL Financial LLC,lamaylo@hotmail.com,,List Import
10909980,Inactive Investor,Katherine Muehlberger,,"Empower Financial Services, Inc Port Reading NJ Private Residence",katherine.muehlberger@gwrs.com,,Salesforce
10892923,Inactive Investor,Brian Torbeck,Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
334930,,Dwight Ower,Director,Mitchell Vaught & Taylor Inc,dower@mvtinvest.com,312-922-1717,Manual List Upload
10855929,Inactive Investor,Jonathan Bird,Chief Compliance Officer;Chief Executive Officer;Owner,Farnam Financial,,,Salesforce
68697,,Gregory Guenther,,"Calton & Associates, Inc.",gguenther@calton.com,877-651-8949,
9632125,,Manoj Ramnani,,,ramnani@93eastcapital.com,,List import
1003435,Inactive Investor,Michael Atwood,,Sovos,michael.atwood@sovos.com,,3rd Party Lead Gen
9596922,,Bernard Stagge,,,jnstagge@gmail.com,,List import
9630341,,Joseph Dormani,,,jdormani23@gmail.com,,List import
10613281,,Edgardo Santiago,"Financial Advisor, Senior Vice President",,esantiago1@gmail.com,,List Import
11178639,Inactive Investor,Harold Duncan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",harold.duncan@schwab.com,,Salesforce
10930899,Inactive Investor,Daniel Smith,Wealth Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
9646212,,Christopher Bertoni,,,cbertoni@dsmcapital.com,,List import
10657262,,Berenice Tapia-Vertiz,,,berenice.a.tapia-vertiz@chase.com,,List Import
230269,,Chip Fatula -,,Chip Fatula [[Unknown]],graysononassis@gmail.com,,Advertising
11026925,Inactive Investor,Timothy Aust,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,timothy.aust.qfm3@statefarm.com,,Salesforce
10994884,Inactive Investor,Gabriele Costi,,J.P. Morgan Securities LLC Windermere FL 9176 Conroy Windermere Rd,gabriele.costi@jpmorgan.com,,Salesforce
10645845,,Joseph Goodrich,,,joseph.h.goodrich@jpmorgan.com,,List Import
11091823,Inactive Investor,April Wilcox,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",april.wilcox@prudential.com,,Salesforce
11132328,Inactive Investor,Marissa Bennett,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Baltimore MD 1201 Wills St,marissa.bennett@morganstanley.com,,Salesforce
11115208,Inactive Investor,William Avery,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",brian.avery@wellsfargo.com,,Salesforce
11068285,Inactive Investor,Andrew Scholl,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",andrew_scholl@ml.com,,Salesforce
10759319,Inactive Investor,Michael Lewis,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_lewis@vanguard.com,,Salesforce
10976412,Inactive Investor,Chad Johnson,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,chad.johnson@lpl.com,,Salesforce
9547603,,Paula George Staples,,,paula.george@fidelity.com,,List import
10932366,Inactive Investor,Joseph Mann,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Oshkosh WI 2331 Enterprise Dr",joseph.mann@ampf.com,,Salesforce
179796,,Dastanbek Kozhomuratov,,[Unknown],dastan.kozhomuratov@gmail.com,,Paid Social
10862903,Inactive Investor,Todd Eichman,,"Kestra Investment Services, LLC Midlothian VA 1173 Jefferson Green Cir",,,Salesforce
11138075,Inactive Investor,John Martinelli,,Vanguard Marketing Corporation,,,Salesforce
8859131,,Earn Victim,,,barrysilbert@scammer.com,,Web form fillout
11037402,Inactive Investor,Juan Rosa,,Cetera Advisor Networks LLC Caguas Consolidated Medical Plz,rosaj@ceteranetworks.com,,Salesforce
10613804,,Richard Emma,Senior Financial Advisor,,richard.emma@wfafinet.com,,List Import
11124324,Inactive Investor,Kevin Cooley,,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",kevin.cooley@nm.com,,Salesforce
45752,,Robert Alspaugh,Financial Consultant,Thrivent Investment Management Inc.,robert.alspaugh@thrivent.com,360-438-6879,
11255513,Inactive Investor,Alex Owens,Financial Advisor,Sage Rhino Capital LLC Knoxville TN Private Residence,aowens@sagerhino.com,,Salesforce
11214333,,Derek Vanalstyne,,,derekking38@icloud.com,,Web Form Fillout
9621157,,seonyeong choi,,,emma_lady@naver.com,,List import
11064719,Inactive Investor,David Philips,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,david.philips@fidelity.com,,Salesforce
10878198,Inactive Investor,Anthony Nicoletta,Executive Director;Market Director,J.P. Morgan Securities LLC Elmhurst NY 8921 Queens Blvd,,,Salesforce
10879143,Inactive Investor,Chadwick Capps,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 7109 Okelly Chapel Rd",chadwick.capps@ml.com,,Salesforce
10942463,Inactive Investor,Natalie Holland,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,natalieholland@statefarm.com,,Salesforce
11165610,Inactive Investor,Lori Winfield,,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",lori.winfield@wellsfargo.com,,Salesforce
10889589,Inactive Investor,Scott Caldwell,Financial Advisor,LPL Financial LLC Bellingham WA 909 Squalicum Way,,,Salesforce
10983561,Inactive Investor,Armando Portillo,,GWN Securities Inc. Miami FL 175 SW 7th St,aportillo@gwnsecurities.com,,Salesforce
10788456,Inactive Investor,Lara Hines,Chief Operating Officer;Managing Director,"Lynx Investment Advisory, LLC",lhines@lynxinvestment.com,,Salesforce
9608279,,jagdish halde,,,halde.jagdish@gmail.com,,List import
10953428,Inactive Investor,Adam Elg,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
9642211,,Tom Kamrath,,,tkamrath@gmail.com,,List import
9571498,,Irving Mechanic,,,imechanic@massmutual.com,,List import
10955193,Inactive Investor,Kaitlyn Stuckert,Financial Advisor,Edward Jones Dayton OH 2430 Dayton Xenia Rd,kaitlyn.stuckert@edwardjones.com,,Salesforce
10847946,Inactive Investor,Cornell Abod,Member;Regulatory Contact,Beacon Investment Advisors LLC,cornell@beaconadvisors.net,,Salesforce
11166792,Inactive Investor,Cheryl Bonomo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10441153,,Siva Kodali,,,siva1456@gmail.com,,Web Form Fillout
11003488,Inactive Investor,Blake Walker,,J.P. Morgan Securities LLC Mesa AZ 10746 E Baseline Rd,blake.walker@jpmorgan.com,,Salesforce
10879034,Inactive Investor,Quonte Stevenson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",qstevenson@tiaa-cref.org,,Salesforce
10904358,Inactive Investor,Brian Gleason,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",,,Salesforce
10659567,,Jennifer Wheatley-Kaufmann,,,jwheatleykaufmann@mesirowfinancial.com,,List Import
11193391,Inactive Investor,Robert Ybaben,,"Independent Advisor Alliance, LLC El Paso TX 7310 Remcon Cir",,,Salesforce
10808719,Inactive Investor,Janis Lo,Financial Planning Associate;Senior Registered Associate,Morgan Stanley New York NY 1585 Broadway,janis.lo@morganstanley.com,,Salesforce
191343,,Barrett Bilotta,,[Unknown],barrettb@post.harvard.edu,,source
1003280,Inactive Investor,Anatoly Crachilov,,Nickel Digital Asset Management,anatoly.crachilov@nickel.digital,,Organic Search
10943399,Inactive Investor,Annette Quigley,Financial Advisor,"Pruco Securities, LLC. Forest Hill MD Private Residence",annette.quigley@prudential.com,,Salesforce
10858076,Inactive Investor,Kristin Herbst,Advisor;Financial Advisor;Investment Advisor;Relationship Manager,"Cypress Capital Management, LLC Sheridan WY 312 Whitney Ln",,,Salesforce
10816531,Inactive Investor,Thomas Heiser,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,thomas.heiser@primerica.com,,Salesforce
10990512,Inactive Investor,Anthony Novak,Financial Advisor,Edward Jones Reno NV 3005 Skyline Blvd,,,Salesforce
10980326,Inactive Investor,Melinda Mcmurphy,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
233220,, -,,[[Unknown]],dbmann4@gmail.com,,
11130515,Inactive Investor,Michael Edwards,,MWA Financial Services Inc. Tupelo MS 111 Troy St,michael.edwards@modern-woodmen.org,,Salesforce
10878252,Inactive Investor,John Winchester,,BNY Mellon Securities Corporation New York NY 200 Park Ave,john.winchester@bnymellon.com,,Salesforce
9636834,,John Murphy,,,john@hardestycap.com,,List import
11038347,Inactive Investor,Teresa Yent,Financial Advisor;Owner,USA Financial Securities LLC Raleigh NC 1601 Jones Franklin Rd,,,Salesforce
11232593,Inactive Investor,Bridget Hilby,,"Empower Financial Services, Inc",bridget.hilby@empower.com,,Salesforce
10960163,Inactive Investor,Maryann Naples,,LPL Financial LLC Buffalo NY 3637 Delaware Ave,maryann.naples@lpl.com,,Salesforce
11000981,Inactive Investor,Zilin Sun,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,zsun03@ft.newyorklife.com,,Salesforce
9561898,,renazar jose,,,obeyzare@gmail.com,,List import
10989843,Inactive Investor,Jessica Mateo,,"U.S. Bancorp Investments, Inc. Glen Carbon IL 3601 S State Rte 159",,,Salesforce
10755673,Inactive Investor,Aline Armerique,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",aline.armerique@ml.com,,Salesforce
10798457,Inactive Investor,Joseph Whatton,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",joseph.g.whatton@wellsfargoadvisors.com,,Salesforce
10615617,,John Scala,Financial Advisor,,john.scala@tcgwealth.com,,List Import
11042081,Inactive Investor,Vy Dang,,J.P. Morgan Securities LLC San Jose CA 1499 Berryessa Rd,vy.t.dang@chase.com,,Salesforce
10617131,,Carolyn Thur,,,carolyn.thur@ampf.com,,List Import
11039849,Inactive Investor,Robert Eggerling,,Cape Securities Inc.,,,Salesforce
11126501,Inactive Investor,Thomas Shepard,,"Flagship Harbor Advisors, LLC Yarmouth ME 701 Rte 1",thomas.shepard@flagshipharbor.com,,Salesforce
11110671,Inactive Investor,Gary Livingston,,The O.N. Equity Sales Company Oakdale MN Private Residence,glivingston@onesco.net,,Salesforce
9606282,,Lucia M,,,m.lucia1@centrum.sk,,List import
11193909,Inactive Investor,Laura Slack,Associate Vice President;Financial Advisor,Morgan Stanley Eureka CA 2421 Buhne St,laura.slack@morganstanley.com,,Salesforce
10965034,Inactive Investor,Desiree Trueba,Chief Compliance Officer,Helmstar Wealth Management,desiree@helmstargroup.com,,Salesforce
11231342,Inactive Investor,Sean Jules,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10908081,Inactive Investor,Mitchell Ter Smitte,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11164921,Inactive Investor,Michael Kallay,,"Allstate Financial Services, LLC Indio CA 40100 Washington St",mfkallay@allstate.com,,Salesforce
11059232,Inactive Investor,Jon Johansen,,Cetera Advisor Networks LLC Hopkins MN 110 Cheshire Ln,,,Salesforce
10807452,Inactive Investor,Barry Weisberg,Financial Advisor;Senior Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,barry.weisberg@morganstanley.com,,Salesforce
9562589,,Don Coulter,,,don_coulter1@yahoo.com,,List import
10987897,Inactive Investor,Jacob Hansen,Financial Advisor,Thrivent Investment Management Inc. Mesa AZ 1104 W Meseto Ave,jacob.hansen@thrivent.com,,Salesforce
9584971,,OLAMIJU OLALEYE,,,olamijuye@yahoo.com,,List import
11075672,Inactive Investor,John Heyman,Financial Professional,"Equitable Advisors, LLC Ft. Lauderdale FL Private Residence",john.heyman@equitable.com,,Salesforce
9621711,,Ibai Basabe,,,ibai@knowy.io,,List import
10802084,Inactive Investor,Charles Douthit,Financial Advisor;Financial Planning Specialist;Senior Vice President,Cetera Advisors LLC Northbrook IL 1466 Techny Rd,charles.douthit@morganstanley.com,,Salesforce
11220679,,Beau Mcguire,,,beau.mcguire@allworthfinancial.com,,Other
9634876,,Kim Cheng,,,kim.cheng@chironim.com,,List import
10950716,Inactive Investor,Benjamin Villa,,"Empower Financial Services, Inc Howards Grove WI Private Residence",benjamin.villa@empower.com,,Salesforce
10869935,Inactive Investor,Christina Roeding,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,christina.brinkhoff@fidelity.com,,Salesforce
11188067,Inactive Investor,Shea Galvez-Durian,,"First Command Brokerage Services, Inc. Colorado Springs CO 615 Wooten Rd",smgalvez@firstcommand.com,,Salesforce
10986004,Inactive Investor,Enzo Jin,,"Raymond James Financial Services, Inc. Bellevue NE 2008 Pratt Ave",enzo.jin@raymondjames.com,,Salesforce
9566860,,Gianpiero Costantini,,,gianpicostantini@gmail.com,,List import
11218819,,Wayne Arnold,,,wayne_arnold@glic.com,,Other
10442660,,Syb Churrul,,,invisybil@skiff.com,,Web Form Fillout
9601516,,Andrew Karlinski,,,ak@akfinancialgroup.com,,List import
10758080,Inactive Investor,Shahidah Benson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",shahidah.benson@ml.com,,Salesforce
11230791,Inactive Investor,Sharon Ireland,Operations Manager,LPL Financial LLC Oklahoma City OK 6200 Waterford Blvd,sharon.emerson@lpl.com,,Salesforce
11109400,Inactive Investor,Tammy Repp,,Stephens,toleson@stephens.com,,Salesforce
9606044,,Duane Kline,,,dkline513@msn.com,,List import
10619823,,David Lutter,,,jlutter@pmanetwork.com,,List Import
10969354,Inactive Investor,Kyle McCarey,Financial Advisor,"Cadaret, Grant & Co., Inc. Tarrytown NY 520 White Plains Rd",,,Salesforce
11106043,Inactive Investor,Marah Fineberg-Kuck,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Chief Operating Officer;Managing Member;Managing Princ,Fineberg Financial Management LLC,marah@finebergfinancial.com,,Salesforce
10777176,Inactive Investor,Natalie Knutson,Client Service Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,natalie.kraus@ubs.com,,Salesforce
10798271,Inactive Investor,Allen Nemeth,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,michael.nemeth@ubs.com,,Salesforce
10613148,,Jon Wohlgemuth,"Assistant Vice President, Senior Financial Advisor",,jon_wohlgemuth@ml.com,,List Import
10970717,Inactive Investor,Zachary Boyd,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9646632,,Krista Lynch,"VP, ETF Capital Markets",Grayscale,Krista@grayscale.com,,List import
117254,,Stephan Oster,,"Securities America Advisors, Inc.",stephan.oster@securitiesamerica.com,770-753-9880,
11152640,Inactive Investor,Holly Palmiere,,"Manning & Napier Investor Services, Inc.",hpalmiere@manning-napier.com,,Salesforce
10885375,Inactive Investor,Priscille Masuaku,Relationship Manager,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10767185,Inactive Investor,Middleton Parker,Managing Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,al.parker@morganstanley.com,,Salesforce
225562,, -,,[[Unknown]],nick.seal@ucdenver.edu,,Initial Salesforce Import
10934520,Inactive Investor,Jeanie Zaporowski,,"Farmers Financial Solutions, LLC Glendale AZ 6685 W Beardsley Rd",,,Salesforce
9596820,,Laka Fatham,,,lakamubina10@gmail.com,,List import
11152421,Inactive Investor,Timothy Dougherty,Financial Professional,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",tdougherty@financialguide.com,,Salesforce
10965929,Inactive Investor,Megan Brennan,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9552231,,Anthony Di Blanda,,,aedb2342@gmail.com,,List import
11121258,Inactive Investor,Marie Henrichs,Financial Advisor,LPL Financial LLC Osseo MN 11272 86th Ave N,marie.henrichs@lpl.com,,Salesforce
9596528,,Anuska Khawaunju,,,anuska@focuspartners.com,,List import
11128543,Inactive Investor,Kara Hopkins,,Vanguard Marketing Corporation,kara_hopkins@vanguard.com,,Salesforce
10810335,Inactive Investor,Joshua Adler,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",joshua.adler@ml.com,,Salesforce
183156,,Akash Jain,,[Unknown],akash423@gmail.com,,Content
11112710,Inactive Investor,Timothy Chauser,,Cetera Advisor Networks LLC Las Vegas NV Private Residence,chausert@ceteranetworks.com,,Salesforce
10767507,Inactive Investor,Chad Johnson,,"Cherry Tree & Associates, LLC",cjohnson@cherrytree.com,,Salesforce
11113078,Inactive Investor,Joseph Audu,Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
9581401,,Daniel Rapino,,,drapino@apexcreditpartners.com,,List import
7362,,Samir Gilani,,[[Unknown]],samirsuae@gmail.com,,Direct
344435,,Ana Torres,Receptionist,Petersen Hastings Investment Management Inc,anat@petersenhastings.com,509-735-0484,Manual List Upload
10827366,Inactive Investor,Sherry Rose,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
11011019,Inactive Investor,Benjamin Hernandez,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,brhernandez@ft.newyorklife.com,,Salesforce
11015821,Inactive Investor,Andrey Niantchev,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 249 S Hyde Park Ave",andrey.niantchev@ml.com,,Salesforce
11207750,Inactive Investor,Christopher Watkins,Financial Advisor;Managing Director,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,christopher.watkins@ubs.com,,Salesforce
10645695,,Brian Hahn,,,bhahn@nb.com,,List Import
10780574,Inactive Investor,Kurt Kraft,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Louisville KY 4969 US Hwy 42,doug.kraft.jr@morganstanley.com,,Salesforce
11057457,Inactive Investor,Annette Jensen,,Edward Jones Titusville FL 413 S Palm Ave,,,Salesforce
10915466,Inactive Investor,William Hartsfield,,"Cambridge Investment Research, Inc. Birmingham AL 1 Metroplex Dr",,,Salesforce
11012090,Inactive Investor,Grayson Wingert,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",grayson.wingert@equitable.com,,Salesforce
11010343,Inactive Investor,Juan Delrio,,"MML Investors Services, LLC Ipswich MA 25 Market St",,,Salesforce
10858997,Inactive Investor,Taylor Overman,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",taylor.overman@nm.com,,Salesforce
11121808,Inactive Investor,Robert Reece,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",brian.reece@raymondjames.com,,Salesforce
10760817,Inactive Investor,Robin May,,Morgan Stanley New Brunswick NJ 120 Albany St,robin.shafer@morganstanley.com,,Salesforce
9560242,,Chris Goldner,,,cgoldner@glpwins.com,,List import
340810,,Robert Gunia,Executive Vice President,"Ast Investment Services, Inc.",robert.gunia@prudential.com,973-367-7473,Manual List Upload
11004771,Inactive Investor,Guilherme Ponce De Leon Arruda,,Itau International Securities Inc.,,,Salesforce
9556842,,Aaron Pierce,,,ajhurricane@hotmail.com,,List import
10763165,Inactive Investor,David Berdon,Managing Director;Portfolio Manager;Private Wealth Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 55 E 52nd St,david.berdon@morganstanley.com,,Salesforce
10917488,Inactive Investor,Mackenzie Wright,Senior Client Service Associate,"Raymond James & Associates, Inc. Lake Charles LA 3723 Nelson Rd",mackenzie.wright@raymondjames.com,,Salesforce
10929573,Inactive Investor,Eric Gratz,Financial Professional,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",egratz@financialguide.com,,Salesforce
9637594,,Raymond De Costa,,,rdecosta@rifoundation.org,,List import
10896839,Inactive Investor,Eric Grasse,Chief Compliance Officer;Vice President,Dillon & Associates Inc,egrasse@dillon-assoc.com,,Salesforce
10772077,Inactive Investor,Sandra Grover,Officer;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",sandra.grover@ml.com,,Salesforce
10488338,,John Powers,"Chairman, Co-Founder, Founder, Managing Member, Managing Partner, Regulatory Contact","Resilient Capital Management, LLC",johnny@resilientcappartners.com,,List Import
10779399,Inactive Investor,James Scatena,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Boulder CO 1801 13th St",jim.scatena@rbc.com,,Salesforce
10818718,Inactive Investor,Tina Wang,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,tina.wang@fidelity.com,,Salesforce
9547294,,Josh Sperry,,,jsperry@redwoodmc.com,,List import
11007849,Inactive Investor,Rachel Thomas,,"Hantz Financial Services, Inc.",rachel.thomas@hantzgroup.com,,Salesforce
11165371,Inactive Investor,Liesl Murray,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,lmurray@primerica.com,,Salesforce
9550890,,Edward Simmons,,,ted.simmons@voyafa.com,,List import
11143046,Inactive Investor,Gabriel Martinez Rivera,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",g.martinezrivera@equitable.com,,Salesforce
11084904,Inactive Investor,Chad Eberly,Financial Advisor;Wealth Planning Associate,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",chad.eberly@rbc.com,,Salesforce
11029075,Inactive Investor,Richard Weinstein,,"Hornor, Townsend & Kent, LLC Doylestown PA 302 Spruce St",rweinstein@htk.com,,Salesforce
11233073,Inactive Investor,Edward Manning,,"Empower Financial Services, Inc Keller TX Private Residence",edward.manning@empower.com,,Salesforce
11221432,,Jonathan Arntz,,,jarntz@seia.com,,List Import
11135544,Inactive Investor,Alex Katz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",alex.katz@ml.com,,Salesforce
11139559,Inactive Investor,John Dixon,Financial Advisor,"Independent Financial Group, LLC Pocatello ID 611 Wilson Ave",johndixon@ifgrr.com,,Salesforce
11181917,Inactive Investor,Valeri Bishop,Chief Compliance Officer;Senior Investment Advisor;Senior Wealth Advisor,Wellspring Wealth Management LLC,vbishop@wellspringwealth.com,,Salesforce
9631887,,Bryan Apperson,,,me@bryanapperson.com,,List import
229864,, -,,[Unknown],aedhmar@gmail.com,,News & Research
10659749,,Brian Waeyaert,,,bwaeyaert@calamos.com,,List Import
244564,,Monte Resnick,Managing Director,Matrix Private Capital Group,monte.resnick@gmail.com,15617066665,Manual List Upload
11102868,Inactive Investor,Cameron Bleibtrey,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",cameron.bleibtrey@nm.com,,Salesforce
10850548,Inactive Investor,Ryan McGowan,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ryan.mcgowan@schwab.com,,Salesforce
11048793,Inactive Investor,Matthew Mullins,Investment Advisor Representative,"PCA Investment Advisory Services, Inc.",mmullins@pencorp.com,,Salesforce
11033432,Inactive Investor,Richard Ford,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",,,Salesforce
11180677,Inactive Investor,Christopher Bomba,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Bloomington IN 121 N Pete Ellis Dr,cbomba@rwbaird.com,,Salesforce
11236523,Inactive Investor,Timothy Dern,Investment Advisor Representative,Maia Wealth Villa Park IL 1 Mid America Plz,timothy@maiawealth.com,,Salesforce
11094369,Inactive Investor,Kenneth Peters,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Sacramento CA 333 University Ave",petersk@wellsfargo.com,,Salesforce
11201148,Inactive Investor,Alexander McElfish,Chief Compliance Officer,Dinerazo Inc.,,,Salesforce
11148824,Inactive Investor,John Marshall,Branch Manager;Senior Director - Investments,Oppenheimer & Co. Inc. Saddle Brook NJ 250 Pehle Ave,john.marshall@opco.com,,Salesforce
11235253,Inactive Investor,Eric Carrieri Taylor,Investment Advisor,"L&S Investment Advisors, LLC",,,Salesforce
11115468,Inactive Investor,Samuel Benbow,Senior Paraplanner,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",samuel.benbow@lfg.com,,Salesforce
11180474,Inactive Investor,Diane Vertin,Senior Client Specialist,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,dvertin@rwbaird.com,,Salesforce
9614208,,Mike Ziani,,,m.ziani@mail.com,,List import
9542931,,Fred Rowe,,,imacrazyvolfan@yahoo.com,,List import
11013388,Inactive Investor,John Fahmy,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",john.fahmy@equitable.com,,Salesforce
9621031,,Mary Gómez,,,nykoli214@gmail.com,,List import
9611884,,Chris Weirath,,,chris.weirath@morningstar.com,,List import
9640083,,Jean Franczyk,,,jfranczyk@chicagobotanic.org,,List import
10989752,Inactive Investor,Carl Hogsten,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,,,Salesforce
11188847,Inactive Investor,Cassio Paulucci,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11128584,Inactive Investor,Christopher Abbott,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 901 E Byrd St",christopher.abbott@ml.com,,Salesforce
10795377,Inactive Investor,Jennifer Wilson,,"Raymond James Financial Services, Inc. Lexington KY 2424 Harrodsburg Rd",jennifer.wilson@raymondjames.com,,Salesforce
10950737,Inactive Investor,Calogero Cigna,,"Allstate Financial Services, LLC Saddle Brook NJ 190 Market St",calogerocigna@allstate.com,,Salesforce
10966299,Inactive Investor,Roberto Burga,,"Wells Fargo Clearing Services, LLC Livingston NJ 313 W Mount Pleasant Ave",roberto.burga@wellsfargo.com,,Salesforce
11038048,Inactive Investor,Marilee Stephens,,United Planners' Financial Services of America A Limited Partner Newport WA Private Residence,,,Salesforce
10908956,Inactive Investor,Connor White,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10843011,Inactive Investor,Deborah Musick-Guill,Senior Compliance Branch Examiner,"Wells Fargo Clearing Services, LLC Tempe AZ 1150 W Washington St",,,Salesforce
11098159,Inactive Investor,Reese Parks,,"Bankers Life Securities, Inc. Salem OR 1220 20th St SE",reese.parks@bankerslife.com,,Salesforce
10952199,Inactive Investor,Leticia Benitez,,J.P. Morgan Securities LLC Hialeah FL 1456 W 49th St,leticia.benitez@chase.com,,Salesforce
11051041,Inactive Investor,John Ross,Chief Compliance Officer;Director;Financial Advisor;Owner;President,"Integrated Financial Resources, Inc.",,,Salesforce
11036298,Inactive Investor,Lisa Quintero,,J.P. Morgan Securities LLC Queens Village NY 21901 Jamaica Ave,,,Salesforce
373723,,Fabrice Haddad,,[Unknown],online.cart@outlook.com,,source
11001326,Inactive Investor,Joel Glickman,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",joel.glickman@nm.com,,Salesforce
11120769,Inactive Investor,Kevin Fauteux,,NYLIFE Securities LLC Danvers MA 150A Andover St,kfauteux@ft.newyorklife.com,,Salesforce
10508258,,Brett Eichenberger,"Partner, Market Leader- Registered Funds",Cohen CPA,beichenberger@cohencpa.com,,List Import
10862819,Inactive Investor,Bill Myrthil,,"Osaic FA, Inc. Bethesda MD 6720B Rockledge Dr",bill.myrthil@lfg.com,,Salesforce
9599980,,Andrew Harr,,,aharr@lincolninvestment.com,,List import
10874260,Inactive Investor,Matthew Fliss,Financial Advisor,Edward Jones Keene NH 43 Roxbury St,matthew.fliss@edwardjones.com,,Salesforce
2425933,,Koen Bendermacher,,,k.bendermacher@gmail.com,,
9620252,,Harald Egger,,,harald.egger@erste-am.com,,List import
11145381,Inactive Investor,Max Mcgee,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
9600259,,Cheryl Kenitzer,,,cherylkenitzer@honkamp.com,,List import
10896080,Inactive Investor,Eric McConnell,,"Cambridge Investment Research, Inc.",,,Salesforce
11039343,Inactive Investor,Kirk Fawcett,,Morgan Stanley Garden City NY 1200 Franklin Ave,kirk.fawcett@morganstanley.com,,Salesforce
10842220,Inactive Investor,Vincent Parascandola,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",vincent.parascandola@ampf.com,,Salesforce
10932447,Inactive Investor,Lucas Matarazzo,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11137221,Inactive Investor,Nancy Huynh,,Fidelity Brokerage Services LLC,,,Salesforce
10993308,Inactive Investor,Izeta Kresic,,"U.S. Bancorp Investments, Inc. Saint Louis MO 110 W Lockwood Ave",izeta.kresic@usbank.com,,Salesforce
10884423,Inactive Investor,Megan Feeney,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",megan.feeney@wellsfargoadvisors.com,,Salesforce
10858389,Inactive Investor,David Humke,,Cetera Financial Specialists LLC Springfield IL 3201 S Meadowbrook Rd,david.humke@ceterafs.com,,Salesforce
10841267,Inactive Investor,Mallory Giesen,Financial Advisor,Edward Jones Skokie IL 9711 Skokie Blvd,mallory.carl@edwardjones.com,,Salesforce
10647399,,Laura Harbert,,,lcollins@tiaa-cref.org,,List Import
10979000,Inactive Investor,Brandon Greenroy,,GuideStone Financial Services,brandon.greenroy@guidestone.org,,Salesforce
10976307,Inactive Investor,Jeffrey Harris,,Ally Invest Securities LLC,,,Salesforce
9633089,,David Jones,,,david@mdxwealth.com,,List import
68407,,Christina Wolfe,,"Securities America Advisors, Inc.",cwolfe@securitiesamerica.com,716-839-1234,
10617218,,Richard Romano,,,rromano@romanowealth.com,,List import
218463,,Alex Lewin,,[Unknown],alexlwn123@gmail.com,,
10854975,Inactive Investor,Anthony Peoples,,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,anthony.j.peoples@jpmorgan.com,,Salesforce
11155369,Inactive Investor,Joseph Horner,Client Service Associate;Financial Planning Consultant,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",joseph.horner@raymondjames.com,,Salesforce
10832674,Inactive Investor,Ana Gomez,,"Wells Fargo Clearing Services, LLC Longview TX 2103 Judson Rd",ana.c.gomez@wellsfargoadvisors.com,,Salesforce
10617892,,Robert Gale,,,robert.gale@ml.com,,List Import
10840376,Inactive Investor,Mary Harlos,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",mary.harlos@empower.com,,Salesforce
10961691,Inactive Investor,Tzipora Henig,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
211447,,Adam Noah,Head of Government Affairs,S&P Global,adamnoah1@hotmail.com,,Content
11143535,Inactive Investor,Robin Jarin,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",jarin.robin@principal.com,,Salesforce
10982049,Inactive Investor,Michael Pontera,,Vanguard Marketing Corporation,michael_pontera@vanguard.com,,Salesforce
11039996,Inactive Investor,Darla Sipolt,,AW Securities,,,Salesforce
9594550,,Mark Dube,,,mdube@smithgraham.com,,List import
11007304,Inactive Investor,Jory Kaufman,,"FBL Marketing Services, LLC Missoula MT 2825 Stockyard Rd",jory.kaufman@fbfs.com,,Salesforce
9584788,,Emmanuel Ghobrial,,,eghobrial@fidem.com.au,,List import
10487095,,Thomas Bucholtz,"Assistant Vice President, Financial Solutions Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",thomas.bucholtz@ml.com,,List Import
11044717,Inactive Investor,Sarah Santeufemio,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",ssanteufemio@financialguide.com,,Salesforce
11056164,Inactive Investor,Jason Schoppenhorst,Investment Analyst,Thrivent Investment Management Inc. Saint Charles MO 1144 S Benton Ave,jason.schoppenhorst@thrivent.com,,Salesforce
10773432,Inactive Investor,Susan Atkinson,,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",susan.atkinson@wellsfargoadvisors.com,,Salesforce
9566641,,mohammed shaif,,,shaif.technologics@gmail.com,,List import
73582,,Melinda Satterlee,Founder,"Marathon Wealth Management, LLC",melinda@marathonwealthmgt.com, +1 425 890 5081,
10895263,Inactive Investor,Andrea Wisekal,Senior Client Service Associate,LPL Financial LLC Greensboro NC 7029 Albert Pick Rd,andrea.wisekal@lpl.com,,Salesforce
10796946,Inactive Investor,Robert Schwartz,Managing Partner;Member,RCM Wealth Advisors Chicago IL 405 W Superior St,bschwartz@rcmfs.com,,Salesforce
10794862,Inactive Investor,Lawrence Enders,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",lawrence.enders@schwab.com,,Salesforce
11044025,Inactive Investor,Jennifer Des Groseilliers,Chief Executive Officer,"The Mather Group, LLC",,,Salesforce
11043462,Inactive Investor,Nasser Ali,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",nasser.ali@lfg.com,,Salesforce
10604387,,william forte,advisor,Cetera Investors,richard.forte@ceterais.com,7819321100,List Import
101555,,Sirous Nazemi,,Iran,sirous.nazemi@gmail.com,,
9545789,,James Duffell,,,westpacalpha@gmail.com,,List import
10761434,Inactive Investor,Brian Casey,Financial Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,,,Salesforce
1004532,Inactive Investor,Niklas Nikoajsen,,Niklas Nikoajsen,niklas.nikolajsen@bitcoinsuisse.com,,
11235981,Inactive Investor,Christian Conner,Financial Advisor;Partner,Prime Capital Financial Springfield MO 1835 E Republic Rd,cconner@pciawealth.com,,Salesforce
11110549,Inactive Investor,Gordon Erikson,Financial Advisor;Vice President,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",gordon.eriksonjr@rbc.com,,Salesforce
11220623,,Natalya Zelensky,,,natalya.zelensky@bnymellon.com,,Other
11122762,Inactive Investor,Trevor Thorell,Financial Advisor,Edward Jones Aurora NE 1225 M St,trevor.thorell@edwardjones.com,,Salesforce
11121141,Inactive Investor,Stacey Tollefson,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Middletown RI 272 Valley Rd",,,Salesforce
11197625,Inactive Investor,Kevin Auerbach,Chief Compliance Officer;Investment Manager;President,"Auerbach Investment Services, LLC",kevin@auerbachinvestment.com,,Salesforce
10862700,Inactive Investor,Greg Blunk,,"Osaic Wealth, Inc. Carmel IN 11711 N Meridian St",,,Salesforce
10957402,Inactive Investor,Nathan Lippincott,Investment Advisor,STM Asset Management LLC,,,Salesforce
11032533,Inactive Investor,David Colin,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Paramus NJ 61 S Paramus Rd",david.colin@raymondjames.com,,Salesforce
10770899,Inactive Investor,David Anderson,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Eugene OR 975 Oak St,david.e.anderson@morganstanley.com,,Salesforce
11180212,Inactive Investor,Brandon Smith,Financial Advisor,Edward Jones Hanover PA 1144 W Elm Ave,brandon.j.smith@edwardjones.com,,Salesforce
10881355,Inactive Investor,James Davis,,"Truist Investment Services, Inc. Lexington KY 200 W Vine St",tyson.davis@truist.com,,Salesforce
10958093,Inactive Investor,Jennifer Larsen,,NYLIFE Securities LLC New Braunfels TX 391 Landa St,jlarsen01@ft.newyorklife.com,,Salesforce
9647240,,Ghanshyam Dadhich,,,gmd3958@gmail.com,,List import
11169206,Inactive Investor,Michael Wharton,Financial Advisor,Edward Jones Grosse Pointe MI 650 Saint Clair St,michael.wharton@edwardjones.com,,Salesforce
9551053,,Nioaka Bayingana,,,nbayingana@gmail.com,,List import
10833946,Inactive Investor,Casey Mcconathy,Client Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,casey.mcconathy@ubs.com,,Salesforce
10973407,Inactive Investor,Rowdy Hakes,Investment Advisor,Fisher Investments,,,Salesforce
10810807,Inactive Investor,Timothy Bohannon,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",timothy.bohannon@nm.com,,Salesforce
10911929,Inactive Investor,Mark Null,Financial Advisor,LPL Financial LLC Tallahassee FL 3031 Eliza Rd,mark.null@lpl.com,,Salesforce
11231577,Inactive Investor,David Abdullah,,Fidelity Brokerage Services LLC,,,Salesforce
11117764,Inactive Investor,Satya Mitra,,"Avantax Investment Services, Inc. Worcester MA 446 Main St",,,Salesforce
214185,,Yuan Shao,,[Unknown],shaoy06@126.com,,Organic Search
3285753,,Benjamin S,,,sacakben@gmail.com,,Web Form Fillout
11042729,Inactive Investor,Isaac Ortiz,,"DAI Securities, LLC Edmond OK 209 Lilac Dr",,,Salesforce
332792,,Michael Morrone,Wealth Manager,First Republic - San Francisco,mmorrone@firstrepublic.com,,
10919884,Inactive Investor,Ernest Reyes,Financial Advisor,"Centaurus Financial, Inc. Covina CA 383 E Rowland St",,,Salesforce
11232196,Inactive Investor,Thomas Trevvett,,PFS Investments Inc. Utica NY 502 Court St,,,Salesforce
11138128,Inactive Investor,Jonathan Patch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jonathan.patch@fidelity.com,,Salesforce
9622806,,Stav Grinshpon,,,stav@endor.com,,List import
9562233,,Marin Mikulic,,,mikulicmarin@gmail.com,,List import
11220456,,Thomas Hunt,,,thunt@eagleglobal.com,,Other
11088692,Inactive Investor,Matthew Vann,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
344247,, -,,[[Unknown]],rosecarmenelouis@gmail.com2000.00,,
10865348,Inactive Investor,Steven Alexander,,Cetera Advisors LLC Penfield NY 1758 Penfield Rd,salexander@ceteraadvisors.com,,Salesforce
10783147,Inactive Investor,Brian Bennett,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,brian.bennett@ubs.com,,Salesforce
11196555,Inactive Investor,Adam Boden,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,adam.boden.vab7yp@statefarm.com,,Salesforce
10945392,Inactive Investor,Brent Jensen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11211746,Inactive Investor,James Ritter,Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",jim.s.ritter@ampf.com,,Salesforce
11093430,Inactive Investor,Scott Moscovitz,,"Wells Fargo Clearing Services, LLC Virginia Beach VA 1608 Laskin Rd",scott.moscovitz@wellsfargoadvisors.com,,Salesforce
10828206,Inactive Investor,Alexander Zimmerman,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,alexander.zimmerman@morganstanley.com,,Salesforce
10881034,Inactive Investor,John Goodson,Managing Partner;President,"Eudaimonia Partners, LLC",,,Salesforce
10927603,Inactive Investor,Chris Trumble,Branch Manager;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Wichita KS 8535 E 21st St N,ctrumble@rwbaird.com,,Salesforce
341487,,Seth Thomson,Assistant Secretary; Deputy General Counsel,"Commonfund Capital, Inc.",sthomson@cfund.org,203-563-5000,Manual List Upload
11032226,Inactive Investor,Grayson Unger,Client Advisor,Auxano Advisors,grayson@auxanoadvisors.com,,Salesforce
10863515,Inactive Investor,Cameron Davis,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,cameron.davis@fmr.com,,Salesforce
10487939,,Robert Woodard,Senior Vice President,First Dallas Securities Incorporated,rwoodard@firstdallas.com,,List Import
10757507,Inactive Investor,Mark Durham,Principal,LPL Financial LLC Dallas TX 4131 N Central Expy,mark.durham@lpl.com,,Salesforce
10460884,,Hasim Shala,,,tearc12@gmx.de,,Web Form Fillout
11028657,Inactive Investor,Eileen Burkhart,Senior Managing Director,"Clearstead, Hartland & Co,. LLC",eburkhart@clearstead.com,,Salesforce
10612734,,Sunhee Lee,Financial Advisor,,sunhee.lee@lpl.com,,List Import
11102446,Inactive Investor,August Hoerrner,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,august.j.hoerrner@jpmorgan.com,,Salesforce
101721,,Seth Klarman,Partner And Chief Executive Officer,"The Baupost Group, L.l.c.",sklarman@baupost.com,617-210-8300,Manual List Upload
10902767,Inactive Investor,David Passey,Analyst;Member;Principal;Research Analyst,"Clifford Capital Partners, LLC",david@cliffordcapitalpartners.com,,Salesforce
10866214,Inactive Investor,Barry Pomp,,"R. F. Lafferty & Co., Inc.",bpomp@rflafferty.com,,Salesforce
11140267,Inactive Investor,Michael Vanaria,,"Sanctuary Securities, Inc. Moorestown NJ 224 Strawbridge Dr",mvanaria@sanctuarywealth.com,,Salesforce
9638017,,Anne Wood,,,wood@juniata.edu,,List import
11074740,Inactive Investor,Chadwick Mcguire,Associate,Edward Jones Social Circle GA 224 Brookstone Pl,,,Salesforce
9576635,,Ronald Farner,,,rfarner@claraphi.com,,List import
9571330,,Marco Sclocchi,,,sclocchi@att.net,,List import
10769640,Inactive Investor,Sari Warsaw,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Jericho NY 2 Jericho Plz,sari.warsaw@morganstanley.com,,Salesforce
10771829,Inactive Investor,Nathan Mazer,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,nathan.mazer@fidelity.com,,Salesforce
11138096,Inactive Investor,Nicholas Deruyck,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",nicholas.deruyck@ml.com,,Salesforce
11150046,Inactive Investor,Gregory Levin,Financial Advisor,LPL Financial LLC Orange CA 2520 N Santiago Blvd,gregory.levin@lpl.com,,Salesforce
11203600,Inactive Investor,Christopher Manor,Investment Analyst,"Masterpiece Capital, LLC",cmanor@lwmg.com,,Salesforce
10974043,Inactive Investor,Victoria Carroll,,PFS Investments Inc. Findlay OH 1318 N Main St,vcarroll@primerica.com,,Salesforce
11138141,Inactive Investor,Samuel Overly,,Fidelity Brokerage Services LLC,,,Salesforce
10878759,Inactive Investor,Brianna Kerekes,Financial Advisor,Edward Jones Savannah GA 15 Lake St,brianna.kerekes@edwardjones.com,,Salesforce
10846113,Inactive Investor,David Gallahar,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Montgomery AL 7460 Halcyon Pointe Dr",david.gallahar@raymondjames.com,,Salesforce
11023870,Inactive Investor,Patrick Sweeney,Assistant Vice President;Investment Associate,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,,,Salesforce
11054236,Inactive Investor,Janelle Coulman,Financial Advisor,"Grimes & Company, Inc.",janelle@grimesco.com,,Salesforce
10888451,Inactive Investor,Jacob Harper,Financial Advisor;Vice President,D.A. Davidson & Co. Roseville CA 2901 Douglas Blvd,jlharper@dadco.com,,Salesforce
11071310,Inactive Investor,Brian Fee,Financial Advisor,"Citizens Securities, Inc. Newtown Square PA 3514 W Chester Pike",brian.fee@citizensbank.com,,Salesforce
10797988,Inactive Investor,Jeffrey Waters,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Birmingham AL 2501 20th Place S",jeff.waters@ampf.com,,Salesforce
10965095,Inactive Investor,Andrzej Jazurek,Founder;Investment Advisor;Operating Manager,Jazurek & Co LLC,andrew@jazurek.com,,Salesforce
245805,,Not Provided,Board of Directors,American Blockchain & Cryptocurrency Association,ted@abcaonline.org,,Manual List Upload
9614353,,John Meyers,,,john@jmmholdings.com,,List import
11111227,Inactive Investor,James Wilkett,,PFS Investments Inc. Tulsa OK 2508 E 71st St,,,Salesforce
11209067,Inactive Investor,Michelle Knight,Chief Executive Officer,RWA Wealth Partners,michelle.knight@rwawealth.com,,Salesforce
10510904,,Weldon Rice,Head of Qraft AI ETF,Qraft,weldon.rice@qraftec.com,,List Import
10611378,,William James,"Financial Advisor, First Vice President",,william.b.james@ml.com,,List Import
11094354,Inactive Investor,James Martin,Financial Consultant,"First Citizens Investor Services, Inc. Greensboro NC 1414 W Northwood St",james.l.martin@firstcitizens.com,,Salesforce
10974264,Inactive Investor,Eric Klein,Financial Advisor,LPL Financial LLC Beaverton OR 1915 NE Stucki Ave,eric.klein@lpl.com,,Salesforce
10896863,Inactive Investor,Jennifer Madsen,Portfolio Manager;Retirement Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint George UT 720 S River Rd",j.neal.madsen@ml.com,,Salesforce
10791884,Inactive Investor,Tamaa Patterson,,Jefferies LLC Orlando FL 200 S Orange Ave,tpatterson@jefferies.com,,Salesforce
9599088,,Amy Barrett,,,abarrett@barrettwealthconnection.com,,List import
10946028,Inactive Investor,Paul Anello,Senior Vice President;Senior Wealth Advisor,Lido Chicago IL 20 N Clark St,panello@lidoadvisors.com,,Salesforce
11053296,Inactive Investor,Rene Kokoszka,,J.P. Morgan Securities LLC Brooklyn NY 798 Manhattan Ave,rene.kokoszka@jpmorgan.com,,Salesforce
219252,,Michael Watkins,,[Unknown],mike@tessar.org,,
10797994,Inactive Investor,Neil Frood,Director;Financial Advisor;Senior Vice President,"Sage, Rutty & Co., Inc.",nfrood@sagerutty.com,,Salesforce
11183272,Inactive Investor,Bola Hanna,Client Relationship Consultant,"U.S. Bancorp Investments, Inc. Camas WA 430 NE Adams St",bola.hanna@usbank.com,,Salesforce
9572325,,Shane Mulligan,,,smulligan@financialguide.com,,List import
11111237,Inactive Investor,Keith Burg,,PFS Investments Inc. Waite Park MN 411 28th Ave S,kburg@primerica.com,,Salesforce
10929069,Inactive Investor,Brent Kehrwecker,Advisor,LPL Financial LLC Zeeland MI 123 E Main Ave,brent.kehrwecker@lpl.com,,Salesforce
10890310,Inactive Investor,Joseph Barnett,,Cetera Advisor Networks LLC Dallas TX 5420 Lyndon B Johnson Fwy,barnettj@ceteranetworks.com,,Salesforce
10958830,Inactive Investor,Victoria Briones Magallanez,,NYLIFE Securities LLC Austin TX 6806 FM 2244 Rd,vmagallanez@ft.newyorklife.com,,Salesforce
11033485,Inactive Investor,Daniel Presley,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,dan.presley.daaa@statefarm.com,,Salesforce
11164264,Inactive Investor,Pamela Boggs,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",pamela.boggs@nm.com,,Salesforce
10786669,Inactive Investor,T. Rajchel,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9552074,,Kathryn Domack,,,kwestmacott@westcofinancialgroup.com,,List import
11042777,Inactive Investor,Mounir Ghaly,Financial Advisor,LPL Financial LLC Clearwater FL Private Residence,m.ghaly@lpl.com,,Salesforce
5253276,,Randall Schell,,,rschell1954@gmail.com,,Web Form Fillout
10857699,Inactive Investor,Mitchell Henke,Owner,Government Portfolio Advisors LLC,,,Salesforce
10596406,,Carter Lievens,,,cslievens@jtstratford.com,,Web Form Fillout
10924210,Inactive Investor,Sokha Sin-Mcvay,,"Wells Fargo Clearing Services, LLC Elk Grove CA 9170 W Stockton Blvd",sokha.sin-mcvay@wfadvisors.com,,Salesforce
372176,,ABU MUK,,United States,abuzer@gmail.com,,Salesforce
334984,,James White,Chairman Of The Board,"Porter White Investment Advisors, Inc.",jhwiii@pwco.com,205-252-3681,Manual List Upload
10884458,Inactive Investor,Scott Schroeder,Financial Advisor,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",scott.schroeder@rbc.com,,Salesforce
10959453,Inactive Investor,Kendra Osowski,,Commonwealth Financial Network Lansing MI 213 E Saint Joseph St,kosowski@commonwealth.com,,Salesforce
348299,,Victor Rodriguez,Chief Operating Officer,"Isthmus Partners, Llc",vrodriguez@isthmuspartnersllc.com,608-729-0949,Manual List Upload
9639259,,Cheryl Bosse,,,cbosse@gardner-ma.gov,,List import
10819281,Inactive Investor,Amir De La Vega,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11148561,Inactive Investor,Aaron Palmer,Financial Consultant,"Equitable Advisors, LLC Tacoma WA 611 N Fife St",aaron.palmer@equitable.com,,Salesforce
11055273,Inactive Investor,William Cassidy,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",,,Salesforce
10911917,Inactive Investor,Marla Charron,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Glastonbury CT 628 Hebron Ave",marla.charron@ampf.com,,Salesforce
11045692,Inactive Investor,Andreas Uhl,,Deutsche Bank Securities Inc.,andreas@deutschewealth.com,,Salesforce
10885229,Inactive Investor,Ross Levine,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",ross.levine@nm.com,,Salesforce
11078631,Inactive Investor,Jerry Kiefer,Financial Professional;Founder;Retirement Planning Specialist,"Equitable Advisors, LLC Edmond OK 805 E 33rd St",jerry.kiefer@equitable.com,,Salesforce
11195562,Inactive Investor,Todd Yawit,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
10687533,,aly sy,,,omarsyfall22@gmail.com,,Web Form Fillout
230711,, -,,[[Unknown]],krystian.malys777@gmail.com,,
10851581,Inactive Investor,Melissa Hatcher,Limited Partner;Vice President,Solutions 4 Wealth Southlake TX 201 Countryside Ct,,,Salesforce
10965127,Inactive Investor,Laurel Johnson,,LPL Financial LLC Knoxville TN 10710 Murdock Dr,laurel.johnson@lpl.com,,Salesforce
9605165,,Scott Pavlak,,,sdpavlak@lcpim.com,,List import
11143461,Inactive Investor,Kelsey Sisk,Client Associate,"RBC Capital Markets, LLC Seal Beach CA 3010 Old Ranch Pkwy",,,Salesforce
1003477,Inactive Investor,Ed Haravon,,Apex Crypto,eharavon@peak6.com,,3rd Party Lead Gen
372639,,PATRICK LIU,,United States,pliuprinceton@gmail.com,,Salesforce
11090124,Inactive Investor,George Jacques,Managing Partner;Owner,Symmetric Advisors Inc,geoj@symmetricadvisors.com,,Salesforce
373757,,Amir Shakeri,,[Unknown],amirshakeri.email@gmail.com,,source
11195366,Inactive Investor,John Seay,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10852579,Inactive Investor,Robin Clark,Financial Advisor,Knox Wealth Partners Advisory,rob@knoxwealthpartners.com,,Salesforce
9596129,,Frank Cutietta,,,cutietta_frank@yahoo.com,,List import
9631668,,Edgar Quintero,,,ejoelquintero@gmail.com,,List import
10965159,Inactive Investor,Camden Caizzo,,Edward Jones Strongsville OH 11953 Prospect Rd,cam.caizzo@edwardjones.com,,Salesforce
11073823,Inactive Investor,Zelos Willis,Senior Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10797282,Inactive Investor,Debra Mohr,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,debra.mohr@fidelity.com,,Salesforce
6352220,,Fred T Hoyt Fred T Hoyt,,,legeda6746@crtsec.com,,Web Form Fillout
9551546,,Ilia Vorobev,,,ilya.v.vorobiev@yandex.ru,,List import
10959750,Inactive Investor,Michael Affigne,Private Client Banker,J.P. Morgan Securities LLC West Chester PA 1 S High St,michael.a.affigne@jpmorgan.com,,Salesforce
11157559,Inactive Investor,Brandon Avery,,"FBL Marketing Services, LLC Omaha NE 6834 S 143rd Plz",,,Salesforce
10895865,Inactive Investor,Christopher Swenby,,State Farm VP Management Corp. Denver CO 12354 W Alameda Pkwy,kit.swenby.rm3n@statefarm.com,,Salesforce
10647186,,Douglas Wills,,,dcwills@ft.newyorklife.com,,List Import
10890160,Inactive Investor,Angus Mcdonald,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",angus.mcdonald@wellsfargo.com,,Salesforce
11030925,Inactive Investor,Jesus Garcia,,J.P. Morgan Securities LLC Madison WI 602 N High Point Rd,,,Salesforce
11255114,Inactive Investor,Eugene Chung,Relationship Manager,"Logic Wealth Management, LLC",eugenechung@logicwm.com,,Salesforce
9585957,,Gregory Jakubowsky,,,gjakubowsky@alkeoncapital.com,,List import
340445,,Nick Lenar,"Vice President, Regional Director","Angel Oak Capital Advisors, Llc",nick.lenar@angeloakfunds.com,404-953-4900,Manual List Upload
11144403,Inactive Investor,Randolph Elder,Owner,"Randolph Elder, CFP",,,Salesforce
10855865,Inactive Investor,Patrick Reilly,,PFS Investments Inc. Naperville IL 25 S Washington St,patrick.reilly@primerica.com,,Salesforce
10485007,,Ryan Smith,President,Gladiator Capital Management,smithryanau@yahoo.com,,List Import
9644731,,Tony Pasquariello,,,tony.pasquariello@gs.com,,List import
11194709,Inactive Investor,Jonathan Hetherington,Compliance Consultant,"Wells Fargo Clearing Services, LLC Iselin NJ 194 Wood Ave S",jonathan.hetherington@wellsfargoadvisors.com,,Salesforce
11001457,Inactive Investor,Tara Wallace,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",,,Salesforce
10861198,Inactive Investor,Giovanni Attardo,Financial Advisor,Edward Jones Chattanooga TN 1428 Crawford St,john.attardo@edwardjones.com,,Salesforce
10783657,Inactive Investor,Christine Carter,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Tampa FL 14055 Riveredge Dr",ccarter@tiaa.org,,Salesforce
10645415,,Corey Quaglia,,,corey.b.quaglia@nm.com,,List Import
10801436,Inactive Investor,William Garner,Financial Advisor,Edward Jones Summerfield FL 10935 SE 177th Pl,bill.garner@edwardjones.com,,Salesforce
10908194,Inactive Investor,Donna Flynn,,PFS Investments Inc. Fort Worth TX 8205 Camp Bowie W Blvd,donna.flynn@primerica.com,,Salesforce
10775345,Inactive Investor,David Born,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",,,Salesforce
10921696,Inactive Investor,Nicole Flowers,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",nicole.flowers@tiaa.org,,Salesforce
11025786,Inactive Investor,Kevin Conboy,,"Empower Financial Services, Inc Braintree MA Private Residence",kevin.conboy@empower.com,,Salesforce
10998387,Inactive Investor,Justin Mock,,Fidelity Brokerage Services LLC,justin.mock@fidelity.com,,Salesforce
11076208,Inactive Investor,Eugene Mendoza,,J.P. Morgan Securities LLC San Jose CA 1725 Saratoga Ave,eugene.mendoza@jpmorgan.com,,Salesforce
11128172,Inactive Investor,Edward Franco,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11105352,Inactive Investor,Sungwon Ma,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",sma@tiaa-cref.org,,Salesforce
11141662,Inactive Investor,Joel Rice,,"Allstate Financial Services, LLC Seneca SC 15684 Wells Hwy",jrice@allstate.com,,Salesforce
11233175,Inactive Investor,Shari Barker,,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
10771772,Inactive Investor,Gregory Sheets,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",gregory.sheets@transamerica.com,,Salesforce
9592914,,Adam McCook,,,adam.mccook@gmail.com,,List import
9561536,,Roshni Durve,,,r.durve@smefundscapital.com,,List import
9552476,,David Kim,,,visioncapital2@sbcglobal.net,,List import
11169652,Inactive Investor,Jerred Crowley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10643910,,Wanda Oliver,,,wanda.oliver@schwab.com,,List Import
11157157,Inactive Investor,Gary Jbara,Corporate Retirement Director;Executive Director;Family Wealth Director;Institutional Consulting Director,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,gary.w.jbara@morganstanley.com,,Salesforce
9570631,,Ray Buckton,,,bucktonrp@gmail.com,,List import
11068904,Inactive Investor,Micah Hart,,"Truist Investment Services, Inc. Columbia MD 10500 Little Patuxent Pkwy",micah.hart@truist.com,,Salesforce
372030,,Brittany Mckay,,United States,btriciahatchersfashion3535@gmail.com,,Salesforce
10489309,,Brandon Wilk,"Financial Advisor, Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,brandon.wilk@ubs.com,469-440-0618,List Import
10783835,Inactive Investor,Tony Golden,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",tony.golden@ml.com,,Salesforce
11149569,Inactive Investor,Ethan Bondurant,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",ethan.bondurant@ml.com,,Salesforce
11019637,Inactive Investor,Tyler Garrott,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11086735,Inactive Investor,Robert Demarco,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,robert.x.demarco@jpmorgan.com,,Salesforce
10960415,Inactive Investor,Shelby Castle,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9635696,,Mathias Svensson,,,svensson@keelcapital.se,,List import
9643351,,Kim Minsoo,,,kms4301@naver.com,,List import
10943436,Inactive Investor,James Michalka,,"Allstate Financial Services, LLC Fort Collins CO 363 W Drake Rd",jamesmichalka@allstate.com,,Salesforce
11075059,Inactive Investor,Susan Marino,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,smarino@lincolninvestment.com,,Salesforce
10925129,Inactive Investor,Stephen Kelly,,J.P. Morgan Securities LLC San Diego CA 8910 University Center Ln,,,Salesforce
10884906,Inactive Investor,Steven Bell,Wealth Consultant,The Wealth Conservatory Livermore CA 2300 1st St,steve@wealthconservatory.com,,Salesforce
10787095,Inactive Investor,Mary Sherratt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,mary.sherratt@fidelity.com,,Salesforce
11183896,Inactive Investor,David Butler,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",david.butler@wellsfargoadvisors.com,,Salesforce
11164575,Inactive Investor,Greg Allen,,"Farmers Financial Solutions, LLC Riverton UT 1864 W 12600 S",gallen1@farmersagent.com,,Salesforce
10953657,Inactive Investor,Holly Alcarese,,Fidelity Brokerage Services LLC,,,Salesforce
10827622,Inactive Investor,Paul Dixon,Financial Advisor,Edward Jones Rockdale TX 1209 W Cameron Ave,paul.dixon@edwardjones.com,,Salesforce
9593991,,Courteze Binion,,,courtezebinion38@gmail.com,,List import
9582052,,David Abercrombie,,,raze7888@gmail.com,,List import
11146196,Inactive Investor,Erik Lanza,Senior Complex Risk Officer;Vice President,Morgan Stanley New York NY 55 E 52nd St,erik.lanza@morganstanley.com,,Salesforce
339086,,Kyle Mcneese,Chief Financial Officer,The Circumference Group Llc,kyle.mcneese@circumferencegroup.com,501-492-8400,Manual List Upload
7485215,,yuth thy,,,temipad772@marikuza.com,,Web Form Fillout
10764052,Inactive Investor,Gavin Natelli,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,gavin.natelli@opco.com,,Salesforce
9644420,,David Kuykendall,,,auburnwareagles@gmail.com,,List import
11195398,Inactive Investor,Eugene Engholm,,"Charles Schwab & Co., Inc. Bedford NH 10 Main St",,,Salesforce
8481071,,Rachel White,,Neuberger Berman,rachel.white@nb.com,(212) 476-8913,List Import
10759256,Inactive Investor,Josip Soldo,Assistant Vice President;Senior Client Associate;Senior Investment Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",j_soldo@ml.com,,Salesforce
11186636,Inactive Investor,Shanique Sinclair,,J.P. Morgan Securities LLC Fort Lauderdale FL 3201 N Federal Hwy,shanique.sinclair@jpmorgan.com,,Salesforce
10617518,,Hee Choung,,,ed.choung@jpmorgan.com,,List Import
10880692,Inactive Investor,Sun Hong,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,stephanie.hong@morganstanley.com,,Salesforce
10657763,,Glenn Kubiak,,,glenn.kubiak@ceterafs.com,,List Import
11101785,Inactive Investor,Nicholas Threlkeld,District Leader,PFS Investments Inc. Little Rock AR 3 Innwood Cir,nthrelkeld@primerica.com,,Salesforce
11133381,Inactive Investor,Amanda Wikstrom,Associate Representative,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,amanda.wikstrom@thrivent.com,,Salesforce
10997953,Inactive Investor,Tamali Chanda,,J.P. Morgan Securities LLC Dublin CA 4520 Dublin Blvd,tamali.chanda@jpmorgan.com,,Salesforce
237666,, -,,[[Unknown]],adborgshire@gmail.com,,
10917062,Inactive Investor,Earl King,Assistant Vice President,LPL Financial LLC,earl.king@lpl.com,,Salesforce
11028172,Inactive Investor,Yashmeen Singh,Wealth Management Analyst,Citigroup Global Markets Inc.,,,Salesforce
11069696,Inactive Investor,Michael Pobiecke,,MWA Financial Services Inc. Racine WI 5801 Washington Ave,michael.s.pobiecke@mwarep.org,,Salesforce
11073704,Inactive Investor,Stephen Anaclerio,Associate Vice President;Financial Advisor,Morgan Stanley Augusta GA 1 10th St,stephen.j.anaclerio@morganstanley.com,,Salesforce
11138535,Inactive Investor,Douglas Haller,Client Service Associate,Morgan Stanley Potomac MD 12505 Park Potomac Ave,,,Salesforce
11212751,Inactive Investor,Kendra Quinn,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
10798419,Inactive Investor,James Martin,Chief Investment Officer;President,"James R. Martin Consulting, Inc.",jim@jrmcapitalmanagement.com,,Salesforce
10888313,Inactive Investor,Jeremy Lipinski,Financial Advisor;Partner,AdvisorNet Wealth Partners,jlipinski@advisornet.com,,Salesforce
11139526,Inactive Investor,Jack Becker,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,,,Salesforce
11056606,Inactive Investor,Gigi Lavergne,,"Osaic Wealth, Inc. Garland TX 675 Town Square Blvd",,,Salesforce
345767,,Alan Loewy,Managing Member,Avocet Capital Management Llc,aloewy@avocetcapital.com,312-925-0152,Manual List Upload
11094408,Inactive Investor,John Gresehover,Financial Advisor,Edward Jones Indianapolis IN 941 E 86th St,john.gresehover@edwardjones.com,,Salesforce
11141635,Inactive Investor,Alexeiv Martinez,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,,,Salesforce
10661398,,Scott Zimmerman,,,szimmerman@evanstoncap.com,,List Import
11168698,Inactive Investor,Bradford Culver,,Arvest Wealth Management Fort Smith AR 5000 Rogers Ave,bculver@arvest.com,,Salesforce
11061014,Inactive Investor,Matthew Peck,Financial Advisor,"Amicus Financial Advisors, LLC",peck@amicusadvisors.com,,Salesforce
11076911,Inactive Investor,Clifton Coger,,Sovereign Global Advisors LLC Richmond VA 601 Turner Rd,clifton.coger@sovereignga.com,,Salesforce
11000817,Inactive Investor,Ron Mathai,,State Farm VP Management Corp. Irving TX 7301 State Hwy 161,ron@statefarm.com,,Salesforce
10799819,Inactive Investor,Melodee Pitts,,"Truist Investment Services, Inc. Ormond Beach FL 3780 Roscommon Dr",melodee.pitts@truist.com,,Salesforce
11021411,Inactive Investor,Marc Mattson,,LPL Financial LLC San Diego CA 4707 Executive Dr,marc.mattson@lpl.com,,Salesforce
11076394,Inactive Investor,Jane Hoff,,Cetera Financial Specialists LLC Wentzville MO 1155 Wentzville Pkwy,,,Salesforce
9542190,,John Nguyen,,,jcn2htp@yahoo.com,,List import
9647946,,Halvard Kvaale,,,halvard.kvaale@voya.com,,List import
11072648,Inactive Investor,Bradford Mckeown,Financial Advisor,Morgan Stanley Coos Bay OR 276 W Commercial Ave,,,Salesforce
11064470,Inactive Investor,Anowar Osmani,,LPL Financial LLC West Hempstead NY 50 Hempstead Tpke,anowar.osmani@lplfinancial.com,,Salesforce
10646067,,Michael Buckley,,,michael.buckley@ubs.com,,List Import
6086774,,sen toj,,,sinak27909@cmeinbox.com,,Web Form Fillout
10957419,Inactive Investor,Joseph Lora,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;Founder,Fig Tree Capital,joseph@figtreecap.com,,Salesforce
10933257,Inactive Investor,Christopher Collins,,Cetera Financial Specialists LLC Mobile AL 2864 Dauphin St,,,Salesforce
10916698,Inactive Investor,James Clark,Wealth Management Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jim.clark@tiaa.org,,Salesforce
11092937,Inactive Investor,Robert Buchanan,,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",robert.buchanan@valic.com,,Salesforce
10884221,Inactive Investor,Georgette Young,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,georgette.young@fmr.com,,Salesforce
11156081,Inactive Investor,Zachary Graf,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,zachary.graf@jpmorgan.com,,Salesforce
11096512,Inactive Investor,Dirk Gilliard,Wealth Advisor,"Buckingham Strategic Wealth, LLC Palo Alto CA 2409 Park Blvd",dgilliard@buckinghamgroup.com,,Salesforce
10987965,Inactive Investor,Alexandra Arce,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,aarce@lincolninvestment.com,,Salesforce
10944555,Inactive Investor,Regina Hehe,,"Raymond James Financial Services, Inc.",regina.hehe@raymondjames.com,,Salesforce
10846354,Inactive Investor,Alana Stone,Chief Compliance Officer;Managing Partner,Heydorn Stone Capital Management LLC,alana@heydornstone.com,,Salesforce
10956938,Inactive Investor,Daryl Pratt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9641052,,Larry Francisco,,,ljfrancisco@aol.com,,List import
9543198,,XIE LEKAI,,,xlk3099@gmail.com,,List import
10879338,Inactive Investor,Abbigael Woodcock,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",,,Salesforce
231191,, -,,[[Unknown]],arvindrkrishnen@gmail.com,,
11096931,Inactive Investor,Bradford Buckler,Chief Compliance Officer;Managing Member,"Diversified Wealth Advisors, LLC",,,Salesforce
10862840,Inactive Investor,Christina Butler,,"Equitable Advisors, LLC",christina.butler@equitable.com,,Salesforce
10773556,Inactive Investor,Tiffinie Wolf,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",tiffinie.a.marcotte@wellsfargo.com,,Salesforce
10647169,,Michael Stahl,,,mstahl@ft.newyorklife.com,,List Import
10793400,Inactive Investor,Deborah Goode,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",deborah.goode@rbc.com,,Salesforce
7478635,,Susan hop,,,wogovek192@marikuza.com,,Web Form Fillout
9596332,,Jeffrey Knox,,,jknox@plancorp.biz,,List import
11179054,Inactive Investor,Yitskhaq Abraham,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",yitskhaq.abraham@tfaconnect.com,,Salesforce
9644238,,Yanni Pipilis,,,ipipilis@mac.co,,List import
9630310,,Ramakanth Pasunuru,,,ramakanth.1729@gmail.com,,List import
11071052,Inactive Investor,Jason Raxenberg,,Goldman Sachs & Co.,jason.raxenberg@gs.com,,Salesforce
11022002,Inactive Investor,Zackary Gonzalez,,J.P. Morgan Securities LLC Miami Beach FL 504 Washington Ave,zackary.gonzalez@jpmorgan.com,,Salesforce
11014326,Inactive Investor,Reilly Thornbury,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9567354,,G Scott Smith,,,gscott3706@att.net,,List import
368273,,Kulo Saga,Investor,,jkc.kulo@gmail.com,,Webinar
10614710,,Robert Forte,"Branch Manager, Financial Advisor, First Vice President - Wealth Management",,robert.forte@morganstanley.com,,List Import
9546165,,Charles Rodiger,,,crodiger@paxos.com,,List import
10913980,Inactive Investor,David Demore,,"Osaic Wealth, Inc. Brookfield WI 13400 Bishops Ln",,,Salesforce
10753139,Inactive Investor,Candice Hiers,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra FL Private Residence",candice_gaul@ml.com,,Salesforce
11236574,Inactive Investor,Garrett Kern,Associate Advisor,"Fi3 Financial Advisors, LLC",grkern@fi3advisors.com,,Salesforce
9614281,,Rebecca Rubenstein,,,rebecca@svgold.com,,List import
9646319,,Yochi Nwosu,,,officialallyyarid@gmail.com,,List import
10753955,Inactive Investor,Steven Grasso,Financial Advisor,Edward Jones Cranston RI 95 Sockanosset Cross Rd,steven.grasso@edwardjones.com,,Salesforce
11130622,Inactive Investor,Candice Baumler,Paraplanner,"Ameriprise Financial Services, LLC Charlotte NC 3125 Springbank Ln",candice.m.baumler@ampf.com,,Salesforce
228810,, -,,[[Unknown]],tomgerritsjans@gmail.com,,
6942347,,long yiin,,,sotoha8410@youke1.com,,Web Form Fillout
9628950,,Wm Hull,,,willie.hull@gmail.com,,List import
6837,,Joseph Rodehorst,,[[Unknown]],jrodehorst@yahoo.com,,Initial Salesforce Import
10790434,Inactive Investor,Gregory Reynolds,,"Raymond James Financial Services, Inc. Fort Wayne IN 10211 Auburn Park Dr",gregory.reynolds@raymondjames.com,,Salesforce
11079980,Inactive Investor,Daniela Ortiz Tamayo,,J.P. Morgan Securities LLC Revere MA 339 Squire Rd,daniela.ortiz-tamayo@jpmorgan.com,,Salesforce
10900802,Inactive Investor,Thomas Bonito,,"Osaic Wealth, Inc. Essex Fells NJ Private Residence",,,Salesforce
9566282,,Gavin Higgins,,,gavin.higgins@lfg.com,,List import
9556643,,Tanner W,,,waterskiwright@gmail.com,,List import
11055714,Inactive Investor,Jennifer Radford,Financial Advisor,"Next Financial Group, Inc. Lampasas TX 511 E 3rd St",jradford@nextfinancial.com,,Salesforce
9549413,,Matthew Greenblatt,,,mattg@hawkeyecapital.com,,List import
9597041,,Laurent Ramsey,,,lramsey@pictet.com,,List import
11058508,Inactive Investor,Keisha Nunes,,"M Holdings Securities, Inc.",keisha.nunes@mfin.com,,Salesforce
10755749,Inactive Investor,Natalie Maas,Associate Client Relationship Manager;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",natalie.maas@ml.com,,Salesforce
9541313,,Julie Cook,,,thecooks6@gmail.com,,List import
10994651,Inactive Investor,Sadek Elsayed,,J.P. Morgan Securities LLC Belleville MI 465 Main St,,,Salesforce
11192822,Inactive Investor,Edward Rubin,Vice President,"CUSO Financial Services, L.P. North Bend OR 2002 Inland Dr",,,Salesforce
11182258,Inactive Investor,Earle Pitt,,"Osaic Wealth, Inc. Marshfield MA 462 Plain St",,,Salesforce
10949910,Inactive Investor,Michael Forney,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_forney@vanguard.com,,Salesforce
10920132,Inactive Investor,Andrew Kustas,Owner,White Pine Investments,,,Salesforce
11235175,Inactive Investor,Heidi Wilson,Wealth Advisor,"SteelPeak Wealth, LLC",,,Salesforce
353145,,Michael Ashby,COO,Meraki,ma@mga-us.com,,Event
10823184,Inactive Investor,Christopher Bernardi,Financial Advisor,Edward Jones Spokane WA 111 W North River Dr,chris.bernardi@edwardjones.com,,Salesforce
11074928,Inactive Investor,Rex Harper,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10963195,Inactive Investor,Stoy Hall,Chief Compliance Officer;Chief Executive Officer;Founder,Black Mammoth LLC,,,Salesforce
10898695,Inactive Investor,Eric Anderson,,J.P. Morgan Securities LLC Campbell CA 1875 S Bascom Ave,eric.t.anderson@jpmorgan.com,,Salesforce
11151548,Inactive Investor,James Peak,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,james.peak@fmr.com,,Salesforce
10775002,Inactive Investor,Steven Gillingham,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",steve_gillingham@ml.com,,Salesforce
10869761,Inactive Investor,Canute Forbes,,J.P. Morgan Securities LLC Iselin NJ 186 Wood Ave S,canute.forbes@jpmorgan.com,,Salesforce
11068989,Inactive Investor,Mark Kelley,,"M Holdings Securities, Inc. Dallas TX 2828 Routh St",mark.kelley@mfin.com,,Salesforce
11232714,Inactive Investor,Melody May,,"Wells Fargo Clearing Services, LLC Irving TX 6061 N State Hwy 161",,,Salesforce
9574987,,Michael Ragsdale,,,ragsdale.michael@principal.com,,List import
10783312,Inactive Investor,Robert Ruscick,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",robert.ruscick@wellsfargoadvisors.com,,Salesforce
10840250,Inactive Investor,Robert Lawson,Wealth Advisor,Thrivent Investment Management Inc. Lexington KY 1031 Wellington Way,robert.lawson@thrivent.com,,Salesforce
10940892,Inactive Investor,Michael Webb,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",michaeljwebb@financialguide.com,,Salesforce
343569,,Cody Carmicheal,Financial Advisor,Public Safety Financial/galloway,cody@galloway911.com,480-325-8668,Manual List Upload
9601598,,Harman Bagha,,,hsbagha@ucdavis.edu,,List import
9601393,,John Garmhausen,,,john@firstlookcm.com,,List import
10986974,Inactive Investor,Charles Seigler,,"Prospera Financial Services, Inc. Belmont NC 420 Park St",,,Salesforce
11199070,Inactive Investor,Peter Krause,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",peter.krause@stifel.com,,Salesforce
10925286,Inactive Investor,Robert Baker,,"Grove Point Investments, LLC Calabasas CA 4500 Park Granada",,,Salesforce
9560431,,Paul White,,,paul.white@thrivent.com,,List import
11201133,Inactive Investor,Timothy Flatley,Chief Executive Officer;Founder;President;Regulatory Contact,Sterling Investment Advisors Ltd.,flatleyt@sterling-advisors.com,,Salesforce
9591687,,Asher Ailey,,,asher.ailey@rallc.com,,List import
10920606,Inactive Investor,John Deitrick,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"ARD Advisory Services, LLC",jdeitrick@myardpc.com,,Salesforce
10854679,Inactive Investor,Robert Mitchell,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",robertm@stifel.com,,Salesforce
9553484,,Zachary Olley,,,boynaphtali@comcast.net,,List import
10886770,Inactive Investor,Paul Treistman,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11095589,Inactive Investor,Richard Lede,Vice President;Wealth Management Group Director,Morgan Stanley,rich.lede@morganstanley.com,,Salesforce
11180076,Inactive Investor,John Laronga,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,john.laronga@fmr.com,,Salesforce
11058498,Inactive Investor,Kathleen Lemay,,State Farm VP Management Corp. Oregon WI 797 Market St,kathleen.lemay.vactiu@statefarm.com,,Salesforce
9563255,,kuo ching kuo ching,,,gothicpunk2@gmail.com,,List import
9589223,,Peter Barcia,,,peter.barcia@belrayam.com,,List import
350956,,David Ragins,Managing Director,"Clarion Capital Partners, Llc",dragins@clarion-capital.com,212-821-0170,Manual List Upload
10890019,Inactive Investor,Judith Wallace,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Kingwood TX 1075 Kingwood Dr,judi.wallace@jpmorgan.com,,Salesforce
11230070,Inactive Investor,Leonardo Cubias,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",,,Salesforce
218034,,Lynda Stoelker,,[Unknown],lyndastoelker@gmail.com,,
10903239,Inactive Investor,Thomas Wiseman,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Anna OH 312 W Main St",thomas.wiseman@usbank.com,,Salesforce
10776081,Inactive Investor,George Milne,First Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,george.milne@ubs.com,,Salesforce
10957562,Inactive Investor,Jason Ellermeier,,"Allstate Financial Services, LLC",jelle@allstate.com,,Salesforce
10830904,Inactive Investor,Steven Meier,Financial Advisor,Commonwealth Financial Network Carmel IN 580 E Carmel Dr,smeier@commonwealth.com,,Salesforce
11218942,,Andrew Hedrick,,,ahedrick@edelmanfinancialengines.com,,Other
10981910,Inactive Investor,Christal Warila,,"Wells Fargo Clearing Services, LLC Fort Worth TX 6000 Harris Pkwy",,,Salesforce
10647822,,Donald Davis,,,don.t.davis@morganstanley.com,,List Import
10945585,Inactive Investor,Bonnie Burns,,State Farm VP Management Corp. Clayton NC 11446 US Business Hwy 70 W,bonnie.burns.r76c@statefarm.com,,Salesforce
226466,, -,,[[Unknown]],dn3187@yahoo.com,,Initial Salesforce Import
7892494,,Kerstin Walz,,,kerstin.walz@digitalassetresearch.com,,Web Form Fillout
9557024,,Darrell Johnson,,,ellietcapital156@gmail.com,,List import
11160575,Inactive Investor,Jared Finkelstein,Financial Professional;Financial Services Representative,"MML Investors Services, LLC New York NY 622 3rd Ave",jfinkelstein@financialguide.com,,Salesforce
11064711,Inactive Investor,Joel Heeringa,Financial Advisor,Edward Jones Waupun WI 14 W Main St,joel.heeringa@edwardjones.com,,Salesforce
11237202,Inactive Investor,Michael Riendeau,Financial Coach,Stone Wealth Strategies Lakeside AZ 4700 W White Mountain Blvd,,,Salesforce
9602158,,Peter Brummer,,,peter.brummer@evtfa.com,,List import
11145247,Inactive Investor,Edgar De Luna Gonzalez,,"Wells Fargo Clearing Services, LLC San Anselmo CA 3 Tunstead Ave",edgar.deluna2@wellsfargo.com,,Salesforce
11059949,Inactive Investor,Jeremy Buhr,Compliance Manager,"Charles Schwab & Co., Inc. New York NY 1133 Avenue of the Americas",,,Salesforce
10955839,Inactive Investor,Brett Lanni,,Fidelity Brokerage Services LLC,,,Salesforce
10836800,Inactive Investor,Alan Tingey,Chief Compliance Officer;Principal,Tingey Advisors Inc Midvale UT 948 E North Union Ave,alan.tingey@tingeyadvisors.com,,Salesforce
9610968,,FRED THOMPSON,,,fcgmc5@aol.com,,List import
11205152,Inactive Investor,Shawn Thompson,,State Farm VP Management Corp.,,,Salesforce
11125545,Inactive Investor,David Menashe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Sante Fe CA 5951 La Sendita",david_menashe@ml.com,,Salesforce
10846297,Inactive Investor,Wanda Reyes-Guerra,,Janney Montgomery Scott LLC Montvale NJ 200 Market St,wreyesguerra@janney.com,,Salesforce
10510114,,Elizabeth Wyman,ETF Specialist,Goldman Sachs,elizabeth.wyman@gs.com,,List Import
10919783,Inactive Investor,Andre McDonald,Financial Advisor,LPL Financial LLC Urbana MD Private Residence,andre.mcdonald@lpl.com,,Salesforce
10863375,Inactive Investor,Chad Dufrene,,LPL Financial LLC New Orleans LA 639 Loyola Ave,chad.dufrene@lpl.com,,Salesforce
9620784,,yunsu seo,,,bluechip5526@naver.com,,List import
11014689,Inactive Investor,Mellysa Lumeno,,J.P. Morgan Securities LLC San Francisco CA 3301 Geary Blvd,,,Salesforce
11174767,Inactive Investor,Henry Chalkley,Financial Advisor,Edward Jones Edgewater MD 138 Mayo Rd,neal.chalkley@edwardjones.com,,Salesforce
11014244,Inactive Investor,Jose Luis,,NYLIFE Securities LLC Corpus Christi TX 5350 S Staples St,jluis@ft.newyorklife.com,,Salesforce
370347,,Bernard Paternina,,Silvercrest Asset Management,bpaternina@silvercrestgroup.com,2035508379,Salesforce
11015107,Inactive Investor,Bradley Saunders,Private Client Advisor,J.P. Morgan Securities LLC Chesterland OH 12644 W Geauga Plz,bradley.saunders@jpmorgan.com,,Salesforce
10812073,Inactive Investor,Geraldine Withers,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,geraldine.withers@primerica.com,,Salesforce
11130786,Inactive Investor,Adam Morris,Managing Director;Private Banker,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,adam.m.morris@jpmorgan.com,,Salesforce
10809177,Inactive Investor,William Simon,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend IN 100 N Michigan St",william_simon@ml.com,,Salesforce
11065063,Inactive Investor,Violet Grecu,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",violet.grecu@usbank.com,,Salesforce
11086285,Inactive Investor,Maureen Dunning,,Edward Jones Hockessin DE 724 Yorklyn Rd,maureen.dunning@edwardjones.com,,Salesforce
10891070,Inactive Investor,Kelsey Wheaton,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,kelseyjayne.wheaton@fmr.com,,Salesforce
11234730,Inactive Investor,Matthew Weiss,Investment Advisor,Fisher Investments,,,Salesforce
11076874,Inactive Investor,Jerome O'Reilly,Financial Professional,PlanMember Securities Corporation Arlington Heights IL 121 S Wilke Rd,joreilly@planmembersec.com,,Salesforce
9558903,,Mana Azarmi,,,mana_azarmi@judiciary-dem.senate.gov,,List import
10940044,Inactive Investor,Mark Delbalzo,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
10615852,,Brian Marshall,,,bmarshall@williamblair.com,,List Import
10832625,Inactive Investor,Kent Chesney,,J.P. Morgan Securities LLC Sterling Heights MI 13999 Lakeside Cir,kent.a.chesney@jpmorgan.com,,Salesforce
10780800,Inactive Investor,Gregory Jedding,,J.P. Morgan Securities LLC Dayton OH 6000 Far Hills Ave,gregory.jedding@jpmorgan.com,,Salesforce
9560221,,Ann Heipel,,,anngeupe@gmail.com,,List import
11054550,Inactive Investor,Vincent Smith,,Fidelity Brokerage Services LLC,,,Salesforce
10838767,Inactive Investor,Glenn Reis,,Cetera Advisor Networks LLC Monterey CA 2511 Garden Rd,,,Salesforce
10582219,Inactive Investor,joe.cardali@gmail.com,,Joseph Cardali,joe.cardali@gmail.com,9087976786,Salesforce
10843567,Inactive Investor,Arthur Sconochia,Managing Director,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",arthur.sconochia@stifel.com,,Salesforce
10983264,Inactive Investor,Ray Yu,,William Blair,ryu@williamblair.com,,Salesforce
10646603,,Matthew Moskal,,,matthew.moskal@ml.com,,List Import
9552094,,Peter Wright,"Chief Executive Officer, General Partner, Limited Partner, President, Regulatory Contact","P.A.W. Capital Partners, LP",pwright@pawpartners.com,,List import
10820574,Inactive Investor,Amy Hollister,Financial Advisor,Edward Jones Shreveport LA 9045 Ellerbe Rd,amy.hollister@edwardjones.com,,Salesforce
11091491,Inactive Investor,Mallory Kamara,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
239316,,Gregory Milla,,Milla Ventures,greg.milla@me.com,,Direct
10043541,,Ilmir Asulgaraev,,,asulgaraevilmir@rambler.ru,,Web Form Fillout
10917376,Inactive Investor,Bobby Huddleston,,LPL Financial LLC Buffalo NY 80 Holtz Dr,bobby.huddleston@lpl.com,,Salesforce
10841706,Inactive Investor,Nicholas Smith,Financial Advisor,Robert W. Baird & Co. Incorporated Gallipolis OH 352 2nd Ave,nsmith@rwbaird.com,,Salesforce
11072031,Inactive Investor,Keith Behrens,,Stephens Dallas TX 200 300 Crescent Ct,kbehrens@stephens.com,,Salesforce
10842323,Inactive Investor,Kimun Lee,Owner,"Lee, Kimun",,,Salesforce
10862304,Inactive Investor,Laura Miller,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Fort Wayne IN 200 E Main St,laura.a.miller@ubs.com,,Salesforce
10929980,Inactive Investor,Adam Smetzer,Chief Compliance Officer;Founder;Managing Member;President,"Sky Vision Wealth, LLC",asmetzer@skyvisionwealth.com,,Salesforce
10846746,Inactive Investor,Cynthia Gustafson,Wealth Advisor,LPL Financial LLC Iron Mountain MI 233 S Stephenson Ave,cindy.gustafson@lpl.com,,Salesforce
11050232,Inactive Investor,Victor Samuel,,Adelphi Stock Brokers,,,Salesforce
11094395,Inactive Investor,Carrie Goh,,J.P. Morgan Securities LLC Wellesley MA 9 Central St,carrie.g.goh@chase.com,,Salesforce
11018516,Inactive Investor,Changa Ellison,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",changa.ellison@tiaa.org,,Salesforce
10696262,,Steve Larson,,T. Rowe Price,steve.larson@troweprice.com,,List Import
9549433,,Gabriel Tsuboyama,,,gtsuboyama@hbk.com,,List import
36662,,Michael Crossley,"Financial Advisor, Senior Vice President","B. Riley Wealth Advisors, Inc.",michaelcrossley@wundernet.com,214-442-2906,
10966882,Inactive Investor,Elizabeth O'Connor,Senior Client Advisor;Senior Vice President,The Huntington Investment Company Denver CO 4601 DTC Blvd,elizabeth.a.oconnor@huntington.com,,Salesforce
9543614,,Lokesh Reddy,,,lokesh.mr@gmail.com,,List import
9609645,,Chris Harwell,,,chefharwell@gmail.com,,List import
9637484,,stephen kiedish,,,stekiedish@hotmail.com,,List import
9556011,,Ahmed Al Somali,,,ahmedsomali_02@yahoo.com,,List import
9580637,,David Smilow,,,dsmilow@itemgmt.com,,List import
11033451,Inactive Investor,Jason Carson,Independent Representative,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,jason.carson@primerica.com,,Salesforce
10978064,Inactive Investor,Yuanning Hu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 1455 Stockton St",,,Salesforce
10768479,Inactive Investor,Mark Vehslage,,"Northwestern Mutual Investment Services, LLC Irving TX 5605 N Macarthur Blvd",mark.vehslage@nm.com,,Salesforce
11020658,Inactive Investor,Kevin Smith,,J.P. Morgan Securities LLC Salem OR 5135 Commercial St SE,,,Salesforce
9565802,,kossay -,,,battachkozay@gmail.com,,List import
11059997,Inactive Investor,Barton Evans,Investment Advisor Representative;Managing Member,"Evans Investment Advisors, L.L.C.",bart@eia-br.com,,Salesforce
10876338,Inactive Investor,Timothy Reid,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11047967,Inactive Investor,Mika Born,,"Transamerica Financial Advisors, Inc Red Bank NJ 43 W Front St",mika.born@tfaconnect.com,,Salesforce
11095314,Inactive Investor,Anne Fink,Financial Planning Specialist;First Vice President;Senior Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,anne.fink@morganstanley.com,,Salesforce
11254860,Inactive Investor,Grace Moynihan,Wealth Planning Associate,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,,,Salesforce
11176545,Inactive Investor,Peter Wu,,J.P. Morgan Securities LLC Corte Madera CA 437 Corte Madera Town Ctr,ruizhen.wu@jpmorgan.com,,Salesforce
11236293,Inactive Investor,Gabriel Jung,Financial Advisor,"Walser Wealth Management Company, A Limited Liability Company",gjung@walserwealth.com,,Salesforce
10756558,Inactive Investor,Barbara Patton,,Morgan Stanley Newtown Square PA 3803 W Chester Pike,barbara.r.patton@morganstanley.com,,Salesforce
10773397,Inactive Investor,Tricia Zehr,Chief Compliance Officer,AlphaCore Capital LLC,tzehr@alphacorecap.com,,Salesforce
10843191,Inactive Investor,Robert Davis,,Cetera Advisor Networks LLC Winter Park FL 505 N Park Ave,robert.b.davis@ceterawealth.com,,Salesforce
10482197,,iral Fauzi,,,iralfauzi.if@gmail.com,,Web Form Fillout
9588742,,Andres Valentin,,,avalentin4820@gmail.com,,List import
10755642,Inactive Investor,Jon Lowther,Financial Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",jon.lowther@wellsfargo.com,,Salesforce
6116939,,Jackson Starham,,,wawabab297@usharer.com,,Web Form Fillout
10647240,,Dolores Santos Santa Maria,,,dolores.e.santossantamaria@jpmorgan.com,,List Import
10900861,Inactive Investor,Wendi Miles-Boykin,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",wendi.miles-boykin@tfaconnect.com,,Salesforce
10614583,,Raymond Pruzinsky,Financial Advisor,,rpruzinsky@seacrestwm.com,,List Import
11033726,Inactive Investor,Jason Suemoto,,"Farmers Financial Solutions, LLC Las Vegas NV 8400 Farm Rd",,,Salesforce
11129776,Inactive Investor,Leonard Ciuzicki,Financial Advisor,Edward Jones Howell MI 920 E Grand River Ave,leonard.ciuzicki@edwardjones.com,,Salesforce
11149891,Inactive Investor,Kascia Polk,,Cetera Investment Services LLC,,,Salesforce
9564680,,Francoise DJeumen,,,fseumbiadjeumen@fordham.edu,,List import
10940962,Inactive Investor,Nicholas Alfino,Financial Representative,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,nicholas_alfino@glic.com,,Salesforce
10804975,Inactive Investor,Michael Redelman,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",mike.redelman@schwab.com,,Salesforce
9597978,,Craig Adler,,,cadler@financialengines.com,,List import
10494506,,Richard Follett,"Chief Executive Officer, Corporate Secretary, President, Regulatory Contact, Vice President",United Advisors America,rfollett@ufresources.com,,List Import
10916157,Inactive Investor,Bradley Noland,Chief Compliance Officer;Founder;Managing Member;Principal,Louis Henry Wealth Management LLC,,,Salesforce
11030158,Inactive Investor,Mitchell O'Neill,,Cetera Financial Specialists LLC Leland NC Private Residence,,,Salesforce
10774366,Inactive Investor,Marc Driggs,Financial Advisor;Portfolio Manager;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,marc.driggs@morganstanley.com,,Salesforce
10947922,Inactive Investor,Brian Leben,Chief Compliance Officer;Managing Member;Principal,Midwest Wealth Solutions LLC,,,Salesforce
9554895,,William Carlson,,,william.carlson@tfaconnect.com,,List import
10874024,Inactive Investor,Travis Hudson,Financial Advisor,"Pruco Securities, LLC. Columbia SC 5111 Trenholm Rd",travis.hudson@prudential.com,,Salesforce
10827811,Inactive Investor,Kathryn Calderon,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,kathryn.calderon@fmr.com,,Salesforce
10773036,Inactive Investor,Betsy Edmunson,,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,,,Salesforce
11007593,Inactive Investor,Anthony Patterson,Financial Advisor,"MML Investors Services, LLC Cedar Falls IA 6912 University Ave",,,Salesforce
11060002,Inactive Investor,Brian Bash,Operations Manager,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",brian.bash@wfafinet.com,,Salesforce
11185016,Inactive Investor,Blaine Stockert,,"American Portfolios Financial Services, Inc. Dickinson ND 220 1st Ave SW",bstockert@americanportfolios.com,,Salesforce
153237,,James Mangan,,[Unknown],masonrywork@rocketmail.com,,Advertising
338140,,Max Mintzer,Senior Vice President,"Relative Value Partners, Llc",mmintzer@focuspartners.com,847-513-6300,Manual List Upload
10930762,Inactive Investor,Courtney Kucish,,"J. Alden Associates, Inc.",ckucish@j-alden.com,,Salesforce
10773486,Inactive Investor,Joshua Shute,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,joshua.shute@ubs.com,,Salesforce
10813813,Inactive Investor,William Leahy,Financial Advisor,PNC Investments Troy MI 755 W Big Beaver Rd,william.leahy@pnc.com,,Salesforce
10925333,Inactive Investor,Rosa Magana,,"Farmers Financial Solutions, LLC Houston TX 13111 Westheimer Rd",rmagana@farmersagent.com,,Salesforce
10613023,,Gerald Saroken,"Senior Financial Advisor, Senior Vice President",,daisyams@aol.com,,List Import
10763482,Inactive Investor,John McCalla,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Billings MT 404 N 31st St",john.mccalla@rbc.com,,Salesforce
11038815,Inactive Investor,Richard Breining,,"Osaic Wealth, Inc. New York NY 300 Madison Ave",,,Salesforce
10995568,Inactive Investor,Joe Darling,Relationship Manager,"Citizens Securities, Inc. East Greenwich RI 821 Main St",,,Salesforce
336493,,Marcy Carlin,"Senior Vice President, Research Analyst","Essex Investment Management Company, Llc",mcarlin@essexinvest.com,1-847-563-5614,Manual List Upload
10960081,Inactive Investor,Christopher Bloch,,"Osaic Wealth, Inc. North Mankato MN Private Residence",,,Salesforce
200425,,Mark Wilding,,Western cape Diamond,markwilding61@yahoo.com,55485755,
10838182,Inactive Investor,Joseph Mcdonnell,Principal,McDonnell Capital Management,joe@mcdonnellwealth.com,,Salesforce
10838684,Inactive Investor,Robert Maloy,,NYLIFE Securities LLC Winter Garden FL 640 E Plant St,,,Salesforce
9638585,,Larry Thompson,,,ljt@larrythompson.net,,List import
10941599,Inactive Investor,Chanika Turner,,PFS Investments Inc. Garland TX 2005 Platinum St,chanika.turner@primerica.com,,Salesforce
10967063,Inactive Investor,Yehuda Hardoon,,Morgan Stanley,yehuda.hardoon@morganstanley.com,,Salesforce
11177702,Inactive Investor,David Soczek,,"Concourse Financial Group Securities, Inc. Minneapolis MN 6200 Shingle Creek Pkwy",david.soczek@concoursefinancial.com,,Salesforce
11143695,Inactive Investor,Jacqueline Lamar,,"Farmers Financial Solutions, LLC Memphis TN 5500 Poplar Ave",jholiday@farmersagent.com,,Salesforce
11167263,Inactive Investor,Daniel Amaradio,,Securities Equity Group,damaradio@selectportfolio.com,,Salesforce
10948864,Inactive Investor,Sarah Bomhoff,Chief Investment Officer;Financial Analyst;Investment Strategist;Principal,"ThirtyNorth Investments, LLC",sarah.bomhoff@thirtynorth.com,,Salesforce
11159717,Inactive Investor,Aida Laird,,Sprott Global Resource Investments Ltd,alaird@sprottglobal.com,,Salesforce
9634924,,Roxy Healy,,,rhealy@betacap.com,,List import
11126513,Inactive Investor,Marc Hodgkins,Financial Advisor,MKT Advisors LLC,marc@mktadvisorsllc.com,,Salesforce
11120649,Inactive Investor,James Reisert,Financial Advisor,Edward Jones Greenwood IN 4800 W Smith Valley Rd,james.reisert@edwardjones.com,,Salesforce
11169291,Inactive Investor,Travis Smith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,travis.l.smith@ubs.com,,Salesforce
9546056,,Barry Scudder-Davis,,,barry_scudderdavis@yahoo.com,,List import
9590337,,Lori Watt,,,lwatt@iagwealthpartners.com,,List import
9634159,,Jorge Salinas,,,solobiznez@gmail.com,,List import
10657700,,Kieran Browne,,,ksb1@ntrs.com,,List Import
10905141,Inactive Investor,Kevin Heck,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kevin.heck@ubs.com,,Salesforce
11028850,Inactive Investor,Christine Scott,,"ValMark Securities, Inc. Orlando FL 301 E Pine St",,,Salesforce
11065689,Inactive Investor,Jennifer Rabara,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,jennifer.rabara@morganstanley.com,,Salesforce
10773005,Inactive Investor,Kathleen Webb,,"Wells Fargo Clearing Services, LLC San Jose CA 550 S Winchester Blvd",kathleen.webb@wellsfargoadvisors.com,,Salesforce
9550394,,Brant Brooks,,,bbrooks@goodhillpartners.com,,List import
11184670,Inactive Investor,Joseph Young,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",joseph.young@rbc.com,,Salesforce
10885972,Inactive Investor,Henry De Noble,Financial Consultant,Stephens Winston Salem NC 101 S Stratford Rd,henry.denoble@stephens.com,,Salesforce
11101777,Inactive Investor,Nathan Graves,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 670 McKnight Rd N",nathan.d.graves@wellsfargo.com,,Salesforce
10912261,Inactive Investor,Steven Copeland,Chief Compliance Officer;Managing Member,"SHFP, LLC",steve@safe-harborplanning.com,,Salesforce
10793487,Inactive Investor,Emil Bielecki,Advisor,"Ashton Thomas Securities, LLC Endicott NY 111 Grant Ave",,,Salesforce
10899376,Inactive Investor,Andrea Batey,Advisor;Executive Vice President,SignalPoint Asset Management LLC,abatey@signalpointinvest.com,,Salesforce
11133670,Inactive Investor,Matthew Syme,Premier Banker,"Wells Fargo Clearing Services, LLC Tucson AZ 10585 N Oracle Rd",,,Salesforce
164659,,Taylor Pruet,,[Unknown],rtpjr001@gmail.com,,
10821127,Inactive Investor,Jonathan Cohen,,"Avantax Investment Services, Inc. Rockville MD 2101 Gaither Rd",,,Salesforce
11002386,Inactive Investor,Sally Markowitz,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",smarkowitz@financialguide.com,,Salesforce
9631546,,Marijn Lanting,,,marijnlanting@gmail.com,,List import
10925296,Inactive Investor,Edward Schaider,,"Osaic Wealth, Inc. Gilroy CA Private Residence",,,Salesforce
10787973,Inactive Investor,Theresa Hilgendorf,Financial Advisor,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",theresa.hilgendorf@raymondjames.com,,Salesforce
9571254,,Taylor Hare,,,taylor.hare@moorecap.com,,List import
11045354,Inactive Investor,Ashwin Bhatt,,"Avantax Investment Services, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
321819,,Dieketseng Nzhadzhaba,Reporter,Known Magazine,nndivhokeke@gmail.com,(072) 849-6351,Manual List Upload
10771079,Inactive Investor,Gary Mahan,Financial Advisor,"Wells Fargo Clearing Services, LLC Sun City Center FL 808 N Pebble Beach Blvd",gary.mahan@wellsfargo.com,,Salesforce
11159065,Inactive Investor,Tracey Caruso,Investment Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,tracy.a.caruso@jpmorgan.com,,Salesforce
11053115,Inactive Investor,Jake Morgan,,J.P. Morgan Securities LLC Tampa FL 2792 E Fowler Ave,,,Salesforce
1004820,Inactive Investor,Christopher Bader,,Christopher Bader,cfbader@yahoo.com,2034178572,Paid Search
11138954,Inactive Investor,Stephen Tate,Financial Advisor,"Ameriprise Financial Services, LLC Sandy UT 7440 S Creek Rd",stephen.tate@ampf.com,,Salesforce
11311398,Inactive Investor,Joshua Walters,,"Ausdal Financial Partners, Inc. Deerfield IL 155 N Pfingsten Rd",jwalters@nalderfinancial.com,847-940-4040,Salesforce
10879445,Inactive Investor,Brian Whitaker,,"Gibbs Wealth Management, LLC Burlington WI 116 N Dodge St",,,Salesforce
11004370,Inactive Investor,Jazer Perez-Albite,,"Raymond James & Associates, Inc.",jazer.perez-albite@raymondjames.com,,Salesforce
10930122,Inactive Investor,Leah Parent,Financial Advisor,Edward Jones Cleburne TX 106 Hyde Park Blvd,leah.parent@edwardjones.com,,Salesforce
350488,,William III,Wealth Advisor,Oxinas Partners Wealth Management,bgreen@oxinaspartners.com,812-725-8649,Manual List Upload
10889194,Inactive Investor,Nathaniel Morris,Financial Advisor,"Essex Financial Services, Inc.",nmorris@essex.financial,,Salesforce
10894261,Inactive Investor,Taylor Willson,Financial Consultant,"The Strategic Financial Alliance, Inc. Colorado Springs CO 731 N Tejon St",twillson@thesfa.net,,Salesforce
11104494,Inactive Investor,Dylan Zender,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",dylan.zender@nm.com,,Salesforce
10920757,Inactive Investor,Edward Ketchum,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",edward.ketchum@nm.com,,Salesforce
9579433,,hongwei zhao,,,tonyzhw@gmail.com,,List import
11106702,Inactive Investor,Jason Wenk,,Graetz Wealth San Juan Capistrano CA Private Residence,jason@graetzwealth.com,,Salesforce
11053825,Inactive Investor,John Majors,Family Chief Financial Officer;Partner,"Sageview Advisory Group, LLC",jmajors@sageviewadvisory.com,,Salesforce
11131571,Inactive Investor,Jose Aleman,Financial Advisor,Edward Jones Metairie LA 3501 N Causeway Blvd,,,Salesforce
9540566,,Daniel Rascoe,,Daniel Rascoe,daniel.us@pm.me,,3rd Party Lead Gen
11092238,Inactive Investor,Philip Perry,,"Osaic Institutions, Inc. Groton CT 112 New London Rd",pperry@infinexgroup.com,,Salesforce
350948,,Brook Hansen,Founder,Adams-hansen & Associates,brook@adamshansen.com,952-224-9085,Manual List Upload
9417188,,Abdulmalik Suleiman,,,abdulmaliksulaiman943@gmail.com,,Web Form Fillout
10955101,Inactive Investor,Abey Romero Soto,,"Wells Fargo Clearing Services, LLC Loveland CO 1412 Hahns Peak Dr",,,Salesforce
11134350,Inactive Investor,Brian Celepia,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,brian.celepia@fidelity.com,,Salesforce
10936401,Inactive Investor,Krishna Sinha,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,ksinha@ft.newyorklife.com,,Salesforce
10845529,Inactive Investor,James Ostrander,,State Farm VP Management Corp. Richland WA 1901 George Washington Way,jim.ostrander.b7sg@statefarm.com,,Salesforce
11166532,Inactive Investor,Jacob Barone,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",jacob.barone@ml.com,,Salesforce
9575905,,Francisco Andaur -,,,paranoidfrandroid@gmail.com,,List import
10771820,Inactive Investor,Kathleen Hernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",khernandez20@ml.com,,Salesforce
11127858,Inactive Investor,Justin Miramontes,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_miramontes@vanguard.com,,Salesforce
11169410,Inactive Investor,Colin Babineau,,Fidelity Brokerage Services LLC,,,Salesforce
10777871,Inactive Investor,Clinton Mortensen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,clinton_mortensen@vanguard.com,,Salesforce
11069968,Inactive Investor,Cameron Druffel,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Cincinnati OH 625 Eden Park Dr",cameron.druffel@tiaa-cref.org,,Salesforce
10806849,Inactive Investor,Sharon Young,,Oppenheimer & Co. Inc. Chesterfield MO 16401 Swingley Ridge Rd,sharon.young@opco.com,,Salesforce
10936807,Inactive Investor,Clint Martin,Financial Advisor,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",clint.martin@nm.com,,Salesforce
9571717,,Maria M Franco,,,amercap537@aol.com,,List import
9549228,,nicole -,,,nicoletoo@gmail.com,,List import
10760311,Inactive Investor,William Lavanne,,Cetera Advisor Networks LLC Lake Zurich IL 765 Ela Rd,lavannew@ceteranetworks.com,,Salesforce
11080630,Inactive Investor,Vincent Cooper,Financial Consultant,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",vincent.cooper@equitable.com,,Salesforce
11104967,Inactive Investor,Jason Chandler,Head - Wealth Management;President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jason.chandler@ubs.com,,Salesforce
194398,,Susan Brandley,,"Csenge Advisory Group, LLC",susan@csenge.com,727-437-6000,
9571865,,Helmut Roniger,,,helmut.roniger@gmail.com,,List import
10758273,Inactive Investor,Matthew Bates,Wealth Strategy Associate,UBS Financial Services Inc. Riverside CA 3390 University Ave,matthew.bates@ubs.com,,Salesforce
11186303,Inactive Investor,Emily Fryer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,emily.fryer@fmr.com,,Salesforce
10880675,Inactive Investor,Brian Jones,,"Cambridge Investment Research, Inc. Pilot Grove IA 1341 Pilot Grove Rd",,,Salesforce
11131730,Inactive Investor,Adam Fischer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Gatos CA 750 University Ave,adam.fischer@ubs.com,,Salesforce
11206010,Inactive Investor,Tammy Sawyer,,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",tammy.sawyer@raymondjames.com,,Salesforce
10867253,Inactive Investor,Kurt Weston,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,kurt.weston.cw66@statefarm.com,,Salesforce
11013330,Inactive Investor,Michael Nelson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,michael.nelson@fmr.com,,Salesforce
10974011,Inactive Investor,Daniel Brooks,,Vanguard Marketing Corporation,,,Salesforce
10798286,Inactive Investor,Esma Bajraktarevic,Chief Operating Officer,Rockefeller Financial LLC,ebajraktarevic@rockco.com,,Salesforce
10997256,Inactive Investor,Brittany Brownwood,,LPL Financial LLC Coronado CA 120 C Ave,brittany.brownwood@lpl.com,,Salesforce
10645022,,Michelle Binns,,,nemchikm@pfm.com,,List Import
11145149,Inactive Investor,Loren Wood,,"IBN Financial Services, Inc. Elmira NY Private Residence",lwood@ibrokernet.com,,Salesforce
10656100,,Adam Peirce,,,adam.peirce@pnc.com,,List import
10757173,Inactive Investor,Jacob Van Kessel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",jacob_vankessel@ml.com,,Salesforce
9543222,,Raffaele Donnici,,,donniciraffaele@gmail.com,,List import
9623366,,ackara zangetsu,,,ackara.spam@outlook.com,,List import
9567592,,Wesley Marshall,,,wmarshall@massmutual.com,,List import
11109149,Inactive Investor,Kyle Hagemeier,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kyle_hagemeier@vanguard.com,,Salesforce
11237921,Inactive Investor,Christopher Carney,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",ccarney@performancetrust.com,,Salesforce
11067677,Inactive Investor,Devin Benko,,"CUSO Financial Services, L.P. Watertown NY 120 Factory St",,,Salesforce
11200724,Inactive Investor,Kathleen Parker,,"Woodmen Financial Services, Inc.",102936@woodmen.org,,Salesforce
10950432,Inactive Investor,Ian Kelly-Hedrick,,Fidelity Brokerage Services LLC,,,Salesforce
11117801,Inactive Investor,Maxwell Goldfarb,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,,,Salesforce
11082717,Inactive Investor,Russell Hill,Chairman;Co-Founder;Executive Chairman,Halbert Hargrove,rhill@halberthargrove.com,,Salesforce
11009439,Inactive Investor,Dylan Kidd,,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",dylan.kidd@equitable.com,,Salesforce
9560053,,Brandon Furlong,,,brandon.furlong@larsonfinancial.com,,List import
11063330,Inactive Investor,Timothy Hollinger,Financial Advisor;Plan Consultant,LPL Financial LLC Jacksonville FL 1325 Hendricks Ave,tim.hollinger@lpl.com,,Salesforce
10473584,,Christopher Blatcher,,,dc10chris@gmail.com,,Web Form Fillout
10790411,Inactive Investor,Sonia Eden,,"N.I.S. Financial Services, Inc.",,,Salesforce
10857393,Inactive Investor,Kevin Pierce,,State Farm VP Management Corp. Saint Charles MO 210 S 2nd St,,,Salesforce
9613180,,Ross Cohen,,,ross@focuspartners.com,,List import
10839568,Inactive Investor,Chase Kane,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,chase.kane@edwardjones.com,,Salesforce
9624024,,Kendall Lightfoot,,,kndl06@gmail.com,,List import
9590183,,Annette Hopper,,,ahopper@minotcap.com,,List import
9617280,,Ram Battar,,,rsbattar@gmail.com,,List import
10868520,Inactive Investor,Margaux Charmey,,Citigroup Global Markets Inc.,,,Salesforce
10982275,Inactive Investor,Andrew Li,,"Wells Fargo Clearing Services, LLC Daly City CA 135 Serramonte Ctr",andrew.li2@wellsfargo.com,,Salesforce
11191443,Inactive Investor,Michael Banasiak,Chief Compliance Officer;Managing Member;Owner,Omni Wealth Management,mike@omniwealthdsm.com,,Salesforce
9637670,,Tim Nicol,,,nicol@fjc.org,,List import
11059289,Inactive Investor,Sean Sunderlage,,"Allstate Financial Services, LLC Saint Charles MO 1600 Heritage Lndg",ssunderlage@allstate.com,,Salesforce
11161583,Inactive Investor,Robert Skidmore,Financial Professional,Money Concepts Capital Corp Hurricane WV 65 Chase Dr,,,Salesforce
11220232,,Kent Cullinane,,,kent.cullinane@lpl.com,,Other
10785168,Inactive Investor,Charles Sisson,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Woodbridge VA 12711 Marblestone Dr",charles.sisson@wellsfargoadvisors.com,,Salesforce
228179,, -,,[[Unknown]],columbo318@gmail.com,,
9583123,,Filipe Morganiça,,,filipepm9@gmail.com,,List import
11135764,Inactive Investor,Christian Julin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christian.julin@fidelity.com,,Salesforce
9553222,,Johana sanchez -,,,chunky.rdz1218@gmail.com,,List import
11195519,Inactive Investor,Robert Kantor,,Cetera Investment Services LLC Mandeville LA 3201 Hwy 190,,,Salesforce
9568693,,Adam Heathcote,,,adam.heathcote@bergankdv.com,,List import
11205388,Inactive Investor,Mark Silvestri,,Fidelity Brokerage Services LLC,,,Salesforce
10907218,Inactive Investor,Colin Novalula,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",colin.novalula@ml.com,,Salesforce
11098838,Inactive Investor,Leman Le,,"Transamerica Financial Advisors, Inc Santa Clara CA 3130 De La Cruz Blvd",leman.le@tfaconnect.com,,Salesforce
10866260,Inactive Investor,Dominick Davero,,Country Capital Management Company Elburn IL 313 N Main St,dominick.davero@countryfinancial.com,,Salesforce
11210133,Inactive Investor,Alexander Christopher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",alexander.christopher@ml.com,,Salesforce
9587340,,Grant Moriarty,Senior Recruiter,Fisher Investments,g.moriarty@fi.com,,List import
11053189,Inactive Investor,Robert Bragoli,Chief Compliance Officer;Chief Operating Officer;Partner,"Transcend Capital Advisors, LLC Madison NJ 175 Park Ave",rbragoli@transcendcapital.com,,Salesforce
11186731,Inactive Investor,Jeremy Phelps,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,jeremy.phelps@fmr.com,,Salesforce
11218760,,Alfred Maxwell,,,alfred.maxwell@lpl.com,,Other
10931415,Inactive Investor,Jason Young,,Commonwealth Financial Network Columbiana OH 158 Carriage Dr,jyoung@commonwealth.com,,Salesforce
10996053,Inactive Investor,Jason McCloud,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,jason.mccloud.frxi@statefarm.com,,Salesforce
10821766,Inactive Investor,Michael Whatley,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10888240,Inactive Investor,Kjell Purnell,,"Concourse Financial Group Securities, Inc. Sarasota FL 2480 Fruitville Rd",kjell.purnell@concoursefinancial.com,,Salesforce
10984838,Inactive Investor,John Crouter,Group Manager;Investment Advisor,Fisher Investments,,,Salesforce
351973,,Henry Sampers,"Financial Advisor, Advisory Board Member","Sfi Advisors, Llc",henry@sfiadvisors.com,973-744-1014,Manual List Upload
11121852,Inactive Investor,Judy Muenks,,"N.I.S. Financial Services, Inc.",,,Salesforce
10954703,Inactive Investor,Scott Cluff,,The O.N. Equity Sales Company Stansbury Park UT Private Residence,,,Salesforce
11217096,,Andrew Pritti,,,andrew.pritti@nb.com,,Other
11058691,Inactive Investor,Dylan Lanning,,"Raymond James Financial Services, Inc. Hudson OH 561 Boston Mills Rd",dylan.lanning@raymondjames.com,,Salesforce
9645653,,Eric Hutts,,,behutts@gmail.com,,List import
11206482,Inactive Investor,Benedick Martinez,,J.P. Morgan Securities LLC Culver City CA 5670 Sepulveda Blvd,benedick.martinez@jpmorgan.com,,Salesforce
10920524,Inactive Investor,Kimberly James,Vice President,"Raymond James & Associates, Inc. Lincolnton NC Private Residence",kimberly.james@raymondjames.com,,Salesforce
10786244,Inactive Investor,Brooke Hammel,,Goldman Sachs & Co.,,,Salesforce
10960517,Inactive Investor,Joseph Soik,,"Wells Fargo Clearing Services, LLC Brentwood TN 5415 Maryland Way",,,Salesforce
10904492,Inactive Investor,Robert Viau,Financial Professional,LPL Financial LLC Burlington WI 217 E Jefferson St,bob.viau@lpl.com,,Salesforce
10863417,Inactive Investor,Joseph Eubanks,Financial Advisor,"Wells Fargo Clearing Services, LLC Bamberg SC 12157 Heritage Hwy",joe.eubanks@wellsfargo.com,,Salesforce
11199062,Inactive Investor,Harold Meyers,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
10914520,Inactive Investor,Lev Mandel,,"Cambridge Investment Research, Inc. Walnut Creek CA 1550 Parkside Dr",,,Salesforce
10901646,Inactive Investor,Erica Wu,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",erica.wu@wellsfargo.com,,Salesforce
192955,,cathy portwood,,[Unknown],cathyportwood@ymail.com,,
11074402,Inactive Investor,Brett Nussen,Financial Advisor,"Orin Green Financial, LLC",brettnussen@oringreenfinancial.com,,Salesforce
11230811,Inactive Investor,Scott Tauschek,Financial Professional,LPL Financial LLC Oregon WI Private Residence,scott.tauschek@lpl.com,,Salesforce
10937389,Inactive Investor,Adam Elder,,"Avantax Investment Services, Inc. Indianapolis IN 8604 Allisonville Rd",adam.elder@avantax.com,,Salesforce
10861913,Inactive Investor,Jerry Coats,,NYLIFE Securities LLC Little Rock AR Private Residence,jerrycoats@ft.newyorklife.com,,Salesforce
11168360,Inactive Investor,Justin Van Uden,Financial Advisor,Morgan Stanley Irvine CA 1901 Main St,justin.vanuden@morganstanley.com,,Salesforce
11114976,Inactive Investor,Micah Devendorf,,"Horace Mann Investors, Inc. Longview TX 1201 W Loop 281",micah.devendorf@horacemann.com,,Salesforce
10801641,Inactive Investor,Arthur Kennedy,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Chillicothe MO 899 Fairway Dr",kennedya@stifel.com,,Salesforce
9604332,,LUKE TURNER,,,mjhoffman2021@gmail.com,,List import
99810,,Deanna Mink,,Mink Headshots,deanna@deannamink.com,4158605229,
10829256,Inactive Investor,Catherine Cash,Business Management Specialist;Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,katie.cash@jpmorgan.com,,Salesforce
10921046,Inactive Investor,Jason Baer,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Managing Partner;Partner;Wealth Advisor,Centerpiece Wealth Advisor Greenwood Village CO 6400 S Fiddlers Green Cir,jason@centerpiecewealthadvisors.com,,Salesforce
11135642,Inactive Investor,Kevin Christian,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11055163,Inactive Investor,Michael Maeser,,The Huntington Investment Company Hopkins MN 11100 Wayzata Blvd,,,Salesforce
11065811,Inactive Investor,Robert Bernstein,Managing Member;Portfolio Manager;President,RGB Capital Group,rob@rgbcapitalgroup.com,,Salesforce
10813334,Inactive Investor,Demitry Portnoy,Senior Investment Advisor,Joseph Gunnar & Co. LLC,dportnoy@jgunnar.com,,Salesforce
5476454,,James A. Stenger,,J.C. Stenger Family Trust,jstenger7@gmail.com,8085727884,Web Form Fillout
10936941,Inactive Investor,Ryan Chowdhury,Chief Compliance Officer;Managing Director,Fifth Force Management,,,Salesforce
10999695,Inactive Investor,Xinyan Shang,,NYLIFE Securities LLC Alhambra CA Private Residence,xshang@ft.newyorklife.com,,Salesforce
10977595,Inactive Investor,Kwaku Asante,,Vanguard Marketing Corporation,kwaku_asante@vanguard.com,,Salesforce
10870393,Inactive Investor,Cody Rasmussen,,"Osaic Wealth, Inc. Salt Lake City UT 7105 S Highland Dr",,,Salesforce
11157476,Inactive Investor,Peter Mcdonnell,Financial Professional,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",peter.mcdonnell@equitable.com,,Salesforce
9576223,,MICHAEL HOLT,,,mwholt04@gmail.com,,List import
11111309,Inactive Investor,Hayden Galates,,J.P. Morgan Securities LLC Houston TX 712 Main St,hayden.galatas@jpmorgan.com,,Salesforce
349139,,Dwight Angelini,Founding And Managing Partner,"Longpoint Realty Partners, Lp",angelini@longpoint.com,617-861-9760,Manual List Upload
350351,,edward jacobs,,[Unknown],mail@mishkenot.com,,source
10895135,Inactive Investor,Sheena Decker,,"Truist Investment Services, Inc. Fayetteville NC 3817 Morganton Rd",sheena.decker@truist.com,,Salesforce
334551,,Jim Little,Managing Partner,New Capital Partners,jlittle@newcapitalpartners.com,205-939-8400,Manual List Upload
11191163,Inactive Investor,Amelia Xu,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10980437,Inactive Investor,Kenzie Ferris,Wealth Manager,Heritage Financial Services,kferris@heritagefinancial.net,,Salesforce
9565605,,EDWARD HAHN,,,ehahn@calton.com,,List import
230417,, -,,[[Unknown]],dexevelyn0@gmail.com,,
11190675,Inactive Investor,Timothy Krudwig,Financial Advisor,Edward Jones Cedar Park TX 2301 Bagdad Rd,tim.krudwig@edwardjones.com,,Salesforce
10886264,Inactive Investor,Christopher Borsuk,Financial Advisor,"Ameriprise Financial Services, LLC Princeton NJ 101 College Rd E",christopher.borsuk@ampf.com,,Salesforce
10919586,Inactive Investor,Tyler Rainey,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",trainey@financialguide.com,,Salesforce
10805104,Inactive Investor,Eric Kleiner,Executive Director;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,eric.kleiner@morganstanley.com,,Salesforce
10793742,Inactive Investor,William Parsons,Chief Compliance Officer;Managing Member,"Mainsail Asset Management, LLC",william@investprudently.com,,Salesforce
9579369,,Connie Wyllie,,,cwylie@tfcfinancial.com,,List import
11045961,Inactive Investor,Resilien Verty,,PFS Investments Inc. Orlando FL 1701 Park Center Dr,rverty@primerica.com,,Salesforce
9563066,,Thomas Ennis,,,ennis_thomas@nlvmail.com,,List import
9592140,,Parthasarathy Budithi,,,parthasarathyb@yahoo.com,,List import
11014945,Inactive Investor,Michael Perry,,"FBL Marketing Services, LLC Franklin IN 99 N Morton St",michael.perry@fblfinancial.com,,Salesforce
141687,,Kathryn Finelli,,Self,smartbeautifulgirl@gmail.com,,Webinar
11009715,Inactive Investor,John Radetich,,"Osaic Wealth, Inc. Blackwood NJ 4361 Rte 42",,,Salesforce
11052983,Inactive Investor,Kevin Olalde Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sun Valley CA 8409 Laurel Canyon Blvd",,,Salesforce
10987620,Inactive Investor,Leah Manderson,,"Pensionmark Securities, LLC McLean VA 1751 Pinnacle Dr",leah.manderson@pensionmark.com,,Salesforce
11147652,Inactive Investor,Archena Alagappan,Associate Portfolio Manager;Senior Vice President,Neuberger Berman BD LLC,archena.alagappan@nb.com,,Salesforce
9638217,,Sid Hartman,,,shartman@marincf.org,,List import
10903144,Inactive Investor,James Whitesides,,"Silver Oak Securities, Incorporated Lawerenceville GA Private Residence",jwhitesides@silveroaksecurities.com,,Salesforce
11181979,Inactive Investor,Robert Hall,,"Truist Investment Services, Inc. Delray Beach FL 140 E Linton Blvd",,,Salesforce
11186811,Inactive Investor,Nicholas Siik,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,nicholas.siik@fidelity.com,,Salesforce
10892702,Inactive Investor,Christopher Lightner,Financial Advisor,Edward Jones Alameda CA 1150 Ballena Blvd,christopher.lightner@edwardjones.com,,Salesforce
9619622,,Jeffrey Moslow,,,jmoslow1@aol.com,,List import
9602911,,Kitty Hedges,,,kmh@hamiltoncapital.com,,List import
10961418,Inactive Investor,Kaide Liu,Chief Compliance Officer,"Yim Investment Management, LLC",kaide@yimllc.com,,Salesforce
11045238,Inactive Investor,Matthew Pohl,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",matthewpohl@leumiusa.com,,Salesforce
10858995,Inactive Investor,Clifford David,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",cliff.david@raymondjames.com,,Salesforce
11102799,Inactive Investor,Peter Trice,,Edward Jones Gallatin TN 600 Commons Dr,,,Salesforce
10894371,Inactive Investor,Dawn Puky,,"Principal Securities, Inc.",puky.dawn@principal.com,,Salesforce
11019791,Inactive Investor,Adam Negangard,,Key Investment Services LLC Hamilton OH 4741 Tylersville Rd,adam.negangard@key.com,,Salesforce
10489103,,Christi Staib,Wealth Manager,LPL Financial LLC Plano TX 6000 Columbus Ave,christi.staib@lpl.com,972-608-2624,List Import
11163782,Inactive Investor,Cameron Bourbeau,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10661344,,Paul Minta,,,pminta@dhjj.com,,List Import
10952869,Inactive Investor,Carlos Prieto,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,carlos.prieto@fidelity.com,,Salesforce
9621514,,DONALD MORTON,,,dmorton_37211@yahoo.com,,List import
11068433,Inactive Investor,Joseph Edmondson,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,joe.edmondson.lapn@statefarm.com,,Salesforce
10993658,Inactive Investor,Kimberly Wade,Vice President,"USI Securities, Inc. Cincinnati OH 312 Elm St",kimberly_wade@usicg.com,,Salesforce
10908917,Inactive Investor,Lamont Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",lamont.brown@ml.com,,Salesforce
10761383,Inactive Investor,John Hardy,Financial Advisor,"Wells Fargo Clearing Services, LLC Tyler TX 5858 New Copeland Rd",steve.hardy@wellsfargoadvisors.com,,Salesforce
10616008,,William Blyth,,,william.m.blyth@ml.com,,List Import
234054,, -,,[[Unknown]],hoozisiro@naver.com,,Paid Social
10904889,Inactive Investor,Kenneth Mcdaniel,Financial Advisor,Edward Jones Covington LA 1200 N Hwy 190,kenny.mcdaniel@edwardjones.com,,Salesforce
348821,,Charles Scarallo,Wealth Strategist,"Gm Advisory Group, Inc.",cscarallo@gmadvisorygroup.com,631-227-3900,Manual List Upload
9593072,,Deborah Fritzer,,,df@varsityhealthcarepartners.com,,List import
11146384,Inactive Investor,Elaine Lavine,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9541255,,josh ridley,,,joshlives@hotmail.co.uk,,List import
187126,,Kevin Beebe,Portfolio Manager,Ep Wealth Advisors,kbeebe@epwealth.com,(310) 543-4559,
10923364,Inactive Investor,Margo Miller,,Enduring Investments LLC,,,Salesforce
212169,,LARRY BLOOM,,n/a,larryjbloom@msn.com,5617278181,
11099157,Inactive Investor,John Kelly,Director - Alternative Investments;Executive Financial Services Director;Financial Advisor;First Vice President;Workplace Adviso,Morgan Stanley Rockville MD 702 King Farm Blvd,john.p.kelly@morganstanley.com,,Salesforce
10958071,Inactive Investor,Kelvin Anderson,,PFS Investments Inc. Macon GA 3312 Northside Dr,kelvin.anderson@primerica.com,,Salesforce
351139,,Charles Amalfi,CFO,Manulife Investment Management Timberland And Agri,camalfi@hnrg.com,617-747-1600,Manual List Upload
10836352,Inactive Investor,Deborah Papa,Senior Client Associate,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",debbie.papa@rbc.com,,Salesforce
11010449,Inactive Investor,Tyler Eckstein,,"Avantax Investment Services, Inc. Cincinnati OH 3377 Compton Rd",,,Salesforce
10361854,,Selina Ang,,,selina@exubrancy.com,,Web Form Fillout
11076897,Inactive Investor,Salvatore Leone,Financial Advisor;Manager,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,salvatore.leone@td.com,,Salesforce
9584367,,William Huff,,,whuff@massmutual.com,,List import
9559017,,Tim Clark,,,timshoho@gmail.com,,List import
1004606,Inactive Investor,Sam Doctor,,Sam Doctor,sam@bitooda.io,,
10952664,Inactive Investor,Andrew Baker,Financial Advisor,"Sovran Advisors, LLC",andrew.baker@sovranpartners.com,,Salesforce
11197774,Inactive Investor,Stephanie McElheny,President;Wealth Advisor,"Aspen Wealth Strategies, LLC",stephanie@aspenwealthstrategies.com,,Salesforce
10804221,Inactive Investor,Elizabeth Couturier,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",elizabeth_couturier@ml.com,,Salesforce
10611132,,Joshua Kampf,"Managing Director, Senior Financial Advisor",,joshua_kampf@ml.com,,List Import
11035218,Inactive Investor,Josh Beall,Financial Advisor,Edward Jones Lake Jackson TX 201 That Way St,,,Salesforce
11204694,Inactive Investor,Judi Aber,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",judi.aber@ml.com,,Salesforce
9600557,,Joseph Orsino,,,orsinovending@verizon.net,,List import
9642069,,Youngbeen Kim,,,vattenfall@naver.com,,List import
11066994,Inactive Investor,Aaron Mccubbin,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",aaron.mccubbin@wellsfargoadvisors.com,,Salesforce
9581692,,Daniele Serruya,,,dserruya1@gmail.com,,List import
245352,,Mike Betz,VP,Summit Wealth Systems,abundance@summitwealth.io,17152229327,Manual List Upload
11182366,Inactive Investor,Elissa Lococo,Senior Research Associate,TLWM Financial,elissa@texaslegacywealth.com,,Salesforce
10874542,Inactive Investor,Robert Smith,Financial Advisor,Edward Jones Palatine IL 1256 W Northwest Hwy,bob.smith2@edwardjones.com,,Salesforce
11018085,Inactive Investor,Jane Sa,,Edward Jones Rohnert Park CA 6010 Commerce Blvd,,,Salesforce
10937965,Inactive Investor,Steven Kuter,,Vanguard Marketing Corporation,steven_kuter@vanguard.com,,Salesforce
10959868,Inactive Investor,James Glaser,,"MML Investors Services, LLC Cleveland OH 1956 Carter Rd",jglaser@financialguide.com,,Salesforce
9556034,,Nicole Hinman,,,nicole.hinman@cir2.com,,List import
9628509,,niloy barua,,,niloygoat123@gmail.com,,List import
10648246,,Tyler Olsen,,,tyler.olsen@platteriverwa.com,,List Import
9580978,,Rita Khosla,,,rkhosla@financialguide.com,,List import
10925442,Inactive Investor,Randi Chevrier,Academy Enablement Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10902031,Inactive Investor,James Dillon,Assistant Vice President;Compliance Analyst,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",james.dillon@usbank.com,,Salesforce
10695932,,Katie Kula,,BASEPOINT WEALTH LLC,katie.kula@basepointwealth.com,,List Import
10971565,Inactive Investor,Robert Pinkney,Private Client Banker,J.P. Morgan Securities LLC Bellingham WA 4279 Meridian St,robert.pinkney@jpmorgan.com,,Salesforce
11233955,Inactive Investor,Wade Scherer,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",wade.scherer@rbc.com,,Salesforce
10890591,Inactive Investor,Jacob Lund,,"Cambridge Investment Research, Inc. Gilbert AZ Private Residence",jake@bluedotwealthmanagement.com,602 7432932,Salesforce
11049725,Inactive Investor,Dhaval Shah,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,dhaval.shah@fmr.com,,Salesforce
10762228,Inactive Investor,Nancy Barrette,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",nancy.barrette@wellsfargoadvisors.com,,Salesforce
9624171,,Alec Papierniak,,,alec@papierniak.net,,List import
10805641,Inactive Investor,Jennifer Donohoe,Financial Advisor,Edward Jones Gurnee IL 1761 N Dilleys Rd,jenny.donohoe@edwardjones.com,,Salesforce
11066740,Inactive Investor,Jolynn Frosh,,"Raymond James Financial Services, Inc.",joie.frosh@raymondjames.com,,Salesforce
11158289,Inactive Investor,David Cox,Portfolio Management Director;Second Vice President;Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Dayton OH 4380 Buckeye Ln,david.cox@morganstanley.com,,Salesforce
11209584,Inactive Investor,Alan Wolberg,,Jefferies LLC,awolberg@jefferies.com,,Salesforce
10843347,Inactive Investor,Stephen Smyntek,Financial Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",stephen.l.smyntek@ampf.com,,Salesforce
10914456,Inactive Investor,Brian Imrich,Chief Compliance Officer;Financial Planner;Founder;Managing Member;Owner,"GPS Financial, LLC",brian@gpsfinancialadvisors.com,,Salesforce
10984688,Inactive Investor,Alan Wickizer,,Flagstar Advisors,alan.wickizer@flagstar.com,,Salesforce
10833815,Inactive Investor,Joseph Didario,,"Raymond James Financial Services, Inc. Red Bank NJ 11 Wharf Ave",joe.didario@raymondjames.com,,Salesforce
10837613,Inactive Investor,Jeffrey Thomas,,"Cambridge Investment Research, Inc. Duluth GA 6470 E Johns Xing",,,Salesforce
9562055,,Vikrant Kashyap,,,vikrant@ksplindia.com,,List import
11116837,Inactive Investor,Kevin Sourk,,"Osaic Wealth, Inc. Reston VA 10701 Parkridge Blvd",,,Salesforce
11105602,Inactive Investor,Troy Gaffney,,"Allstate Financial Services, LLC Gaffney SC 303 Maple Dr",troygaffney@allstate.com,,Salesforce
9542651,,Linda Tammi,,,lindaatammi@gmail.com,,List import
10794130,Inactive Investor,Christopher Doucet,,"Empower Financial Services, Inc Boston MA 100 Federal St",christopher.doucet@gwrs.com,,Salesforce
9575739,,Adam Conway,,,adam.conway@cambridgeresource.com,,List import
10852889,Inactive Investor,Timothy Fabio,Financial Advisor,Citigroup Global Markets Inc. New York NY 787 7th Ave,tim.fabio@citi.com,,Salesforce
11120915,Inactive Investor,Andrew Rhee,,Goldman Sachs & Co.,andrew.rhee@gs.com,,Salesforce
9583438,,Mark Ziehr,,,mziehr@frontier-partners.com,,List import
11047731,Inactive Investor,Debora Kasey,,The Huntington Investment Company Fort Mitchell KY 211 Grandview Dr,,,Salesforce
10656907,,Caroline Kirsch,,,caroline.kirsch@fmr.com,,List Import
11087446,Inactive Investor,Jila Kalantari,,LPL Financial LLC Rochester NY 3290 Monroe Ave,jila.kalantari@lpl.com,,Salesforce
9568965,,Hamza Yaqoob,,,carehosts@gmail.com,,List import
240517,,Andrew Clee,"VP, Product",Fidelity Investments,andrew.clee@fidelity.ca,,Event
11081457,Inactive Investor,Steven Creed,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,steven_creed@vanguard.com,,Salesforce
11129040,Inactive Investor,Scott Jackson,,"J.W. Cole Financial, Inc. Tampa FL 4302 Henderson Blvd",,,Salesforce
11163699,Inactive Investor,Joseph Reidy,Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 1150 New London Ave",joseph.a.reidy@ampf.com,,Salesforce
11136565,Inactive Investor,Fuller Callaway,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,fuller.callaway@morganstanley.com,,Salesforce
11034204,Inactive Investor,Sara Vogeler,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,svogeler@primerica.com,,Salesforce
10523780,,Rohan Pandit,,,rpandit@protonmail.com,,Web Form Fillout
9579099,,James Goldman,,,jgoldman@sankaty.com,,List import
4863790,,James Smith,,,taeo777@gmail.com,,Web Form Fillout
10930574,Inactive Investor,Andrew Marsico,,Stonex Securities Inc. Tuckahoe NY 100 Main St,andrew.marsico@saswealth.com,,Salesforce
350128,,Cheryl Hirss,,United Planners' Financial Services of America A Limited Partner,chirss@unitedplanners.com,480-991-0225,
10968008,Inactive Investor,Michael Byrne,,"Equity Services, Inc. Irvine CA 20 Executive Park",,,Salesforce
11217798,,Mark Lane,,,mark.lane@lpl.com,,List Import
11123490,Inactive Investor,Mario Sceusa,,"Raymond James & Associates, Inc.",mario.sceusa@raymondjames.com,,Salesforce
11086581,Inactive Investor,Jesse Yoskowitz,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jesse.yoskowitz@equitable.com,,Salesforce
9577246,,Fajar Azis semesta,,,faliskhi@gmail.com,,List import
11038149,Inactive Investor,Ermir Merdani,,J.P. Morgan Securities LLC Naples FL 3693 Santa Barbara Blvd,ermir.merdani@jpmorgan.com,,Salesforce
10791067,Inactive Investor,Scott Smith,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,scott.b.smith@ms.com,,Salesforce
11150312,Inactive Investor,Kelli Bolton,,LPL Financial LLC Dallas TX 17950 Preston Rd,kelli.bolton@lpl.com,,Salesforce
11188035,Inactive Investor,Joshua Rauschenbach,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10968100,Inactive Investor,James Ritchie,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",jritchie@cartyco.com,,Salesforce
10755118,Inactive Investor,Kevin Gai,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",kevin.gai@wellsfargoadvisors.com,,Salesforce
11193153,Inactive Investor,Emma Benesek,,Edward Jones,,,Salesforce
11009624,Inactive Investor,Jesse Roberts-Castaneda,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,jroberts06@ft.newyorklife.com,,Salesforce
11099889,Inactive Investor,Theodore Barac,Chief Compliance Officer;Managing Member;Portfolio Manager,"Barac Capital Management, LLC",ted@baraccapital.com,,Salesforce
11033345,Inactive Investor,Jordan Parker,Financial Professional,LPL Financial LLC Vacaville CA Private Residence,jordan.parker@lpl.com,,Salesforce
9590590,,Gregory Massa,,,greg@remrecycling.com,,List import
9548639,,Kwok ying,,,karen3d15@hotmail.com,,List import
10908458,Inactive Investor,Joseph Park,Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10987747,Inactive Investor,Thomas Jadlos,Insurance Specialist;Investment Specialist,"Ameriprise Financial Services, LLC East Longmeadow MA 200 N Main St",,,Salesforce
10933329,Inactive Investor,Bryan Bouise,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9575611,,Jack Thacker,,,jrthacker@centerstreetsecurities.com,,List import
10937305,Inactive Investor,Joseph Mctaggart,Investment Advisor Representative;Principal,"McTaggart Capital, LLC",joe@mctaggartcapitalus.com,,Salesforce
11079157,Inactive Investor,Lisa Micklevitz,Financial Advisor,LPL Financial LLC Mchenry IL 4314 W Crystal Lake Rd,lisa.micklevitz@lpl.com,,Salesforce
374266,,John Schneider,,[Unknown],mejohnschneid@gmail.com,,Salesforce
10884851,Inactive Investor,Ronald Bell,Investment Advisor Representative,"Cornerstone Wealth Management, LLC Midlothian VA 13924 Coalfield Commons Pl",,,Salesforce
11103771,Inactive Investor,Dale Emerick,Senior Vice President - Wealth Management,UBS Financial Services Inc. Clearwater FL 311 Park Place Blvd,dale.emerick@ubs.com,,Salesforce
10814211,Inactive Investor,Daniel Magee,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",daniel_p_magee@ml.com,,Salesforce
9548008,,etanTTT TT,,,404367965@qq.com,,List import
10840843,Inactive Investor,Guy Moore,Financial Advisor,"Ameriprise Financial Services, LLC Douglasville GA 3133 Golf Ridge Blvd",guy.e.moore@ampf.com,,Salesforce
10770747,Inactive Investor,Carissa Barney,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,carissa.barney@morganstanley.com,,Salesforce
9594411,,Scott Ueckert,,,s.ueckert@themathergroup.com,,List import
350669,,Betsy Kroll,Executive Assistant,"Cortec Group Management Services, Llc",bkroll@cortecgroup.com,212-370-5600,Manual List Upload
10924139,Inactive Investor,Edward Grimm,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,edward.grimm@fidelity.com,,Salesforce
10900456,Inactive Investor,Jose Leyva,Private Client Advisor,J.P. Morgan Securities LLC Fremont CA 38980 Fremont Blvd,jose.leyva@jpmorgan.com,,Salesforce
10879175,Inactive Investor,Ling Yang,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",ling.yang@ml.com,,Salesforce
10865795,Inactive Investor,Valerie Mastay,,State Farm VP Management Corp. Pittsburgh PA 7883 Saltsburg Rd,,,Salesforce
11148155,Inactive Investor,Yaqarah Sage,Senior Client Service Associate,Morgan Stanley West Hartford CT 433 S Main St,,,Salesforce
9560643,,Mitch Nathan,,,mitchnathan2@gmail.com,,List import
11201298,Inactive Investor,Paul Stibich,,"CapFinancial Securities, LLC. Akron OH 222 S Main St",paul.stibich@captrustadvisors.com,,Salesforce
11017521,Inactive Investor,Samuel Preine,,LPL Financial LLC Salt Lake City UT 1 S Main St,samuel.preine@lpl.com,,Salesforce
10966013,Inactive Investor,John Heinlein,Chief Executive Officer;Senior Portfolio Manager,Connectus Wealth,jheinlein@connectuswealth.com,,Salesforce
9592880,,Ravi Malik,,,ravim@ssi-invest.com,,List import
9613998,,Ana Benitez,,,abenitez@palkoncap.com,,List import
10944482,Inactive Investor,Carlos Sava,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,Clarendon Capital Management LLC,cpsava@clarendoncapitalmanagement.com,,Salesforce
9604471,,Stan Miller,,,indianastanley@gmail.com,,List import
11237207,Inactive Investor,Beth Agnello,Investment Advisor Representative,"CGN Advisors, LLC Lexington NC Private Residence",,,Salesforce
10982129,Inactive Investor,Jason Milbeck,,J.P. Morgan Securities LLC West Lafayette IN 309 Sagamore Pkwy W,jason.w.milbeck@chase.com,,Salesforce
10760029,Inactive Investor,Peter Stauffer,Financial Advisor,Oppenheimer & Co. Inc. Topeka KS 534 S Kansas Ave,pete.stauffer@opco.com,,Salesforce
224828,,Joe Hendrickson,,[Unknown],joe@hendricksontreecare.com,,
10900360,Inactive Investor,Tricia Melnichak,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,tricia.melnichak.dym3@statefarm.com,,Salesforce
9610019,,Mhand Bouchefra,,,bouchefra.m@gmail.com,,List import
11108558,Inactive Investor,Kaibin Wu,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10983468,Inactive Investor,Matthew Klein,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cranberry Township PA 20133 Rte 19",,,Salesforce
10912609,Inactive Investor,Erik Ford,,"Cambridge Investment Research, Inc. Glen Ellyn IL 800 Roosevelt Rd",,,Salesforce
10920418,Inactive Investor,James Shoobridge,Financial Advisor,Edward Jones Statesville NC 1837 E Broad St,james.shoobridge@edwardjones.com,,Salesforce
10793322,Inactive Investor,Michael Praznovsky,Financial Advisor,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,m.praznovsky@lpl.com,,Salesforce
11093021,Inactive Investor,Elliot Wong,Wealth Management Associate,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,elle.wong@ubs.com,,Salesforce
350163,,Blake Brauer,Business Solutions Advisor,Accel Wealth Management Llc,bbrauer@acceladvantage.com,319-596-1101,Manual List Upload
11194080,Inactive Investor,Zaida Gil,Client Service Associate,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
11187631,Inactive Investor,Andrew Shipman,Financial Advisor,Edward Jones Cedar Park TX 1201 N Lakeline Blvd,drew.shipman@edwardjones.com,,Salesforce
9550663,,Adam Scott,,,adam.scott@1508asset.com,,List import
10494075,,Michael Bucella,,BlockTower,michael@neoclassic.capital,,List Import
10611476,,Gregory Nappo,"Executive Vice President - Investments, Financial Advisor",,gnappo@jmsonline.com,,List Import
9619806,,jay rao,,,jaysrao@gmail.com,,List import
10797303,Inactive Investor,Charles Johnson,,J.P. Morgan Securities LLC Spring TX 1790 Hughes Landing Blvd,charles.johnson@jpmorgan.com,,Salesforce
10633311,Active Investor,Michael Roscoe,,Michael Roscoe,wschoch@bfllc.com,,Salesforce
11212192,Inactive Investor,Griffin Phillips,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,griffin.phillips@jpmorgan.com,,Salesforce
243175,,Brandon Kawal,Principal,Advisor Growth Strategies,bkawal@advisorgrowthllc.com,,Manual List Upload
11048444,Inactive Investor,Garrin Bratcher,Financial Advisor,LPL Financial LLC Chickasha OK 500 W Utah Ave,garrin.bratcher@lpl.com,,Salesforce
111172,,Brad Weinberg,,Blueprint Health,bweinberg@blueprinthealth.org,4013749646,
10510490,,Laura Valdez,Team Director—ETF Research and Platform Distribution,FranklinTempleton,laura.valdez@franklintempleton.com,,List Import
10803034,Inactive Investor,Sarah Boyd,Senior Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10838413,Inactive Investor,Spencer Seitz,Financial Advisor,"Ameriprise Financial Services, LLC Wakefield RI 730 Kingstown Rd",spencer.j.seitz@ampf.com,,Salesforce
10922329,Inactive Investor,Stephen Hardey,Registered Administrative Assistant,LPL Financial LLC Lafayette LA 213 N College Rd,stephen.hardey@lpl.com,,Salesforce
10949500,Inactive Investor,Nwelin Wong,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fremont CA 3161 Stevenson Blvd",nwelin.wong@schwab.com,,Salesforce
9628528,,Sungwoo Kim,,,asdf1358@gmail.com,,List import
10904578,Inactive Investor,Stephen Connors,Partner,LPL Financial LLC Torrance CA 25500 Hawthorne Blvd,stephen.connors@lpl.com,,Salesforce
11104167,Inactive Investor,Hanh Ngo,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Westminster CA 6951 Bolsa Ave,hanh.ngo@jpmorgan.com,,Salesforce
10850853,Inactive Investor,William Russell,Wealth Consultant,LPL Financial LLC Peoria IL 10225 N Knoxville Ave,william.d.russell@lpl.com,,Salesforce
11141606,Inactive Investor,Leah Revkin,Wealth Advisor,Lake Street Advisors,leah@lakestreetadvisors.com,,Salesforce
9578353,,B L Broai,,,consiliencesystemsllc@comcast.net,,List import
10827408,Inactive Investor,Thomas Endersbe,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
11056967,Inactive Investor,Richard Maique,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
9627614,,Montri Nipitvittaya,,,montrinipit@gmail.com,,List import
10952146,Inactive Investor,Sandra Newell,,Cetera Advisor Networks LLC San Jose CA 1275 S Winchester Blvd,sandi.newell@ceterawealth.com,,Salesforce
10614513,,Brett Weaver,Financial Advisor,,bweaver@nationwideplanning.com,,List Import
10881356,Inactive Investor,Andrew Yi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",andrew.yi@schwab.com,,Salesforce
9617158,,Peter Riehl,,,priehl@baincapital.com,,List import
10798912,Inactive Investor,John Mahoney,Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,john.c.mahoney@morganstanley.com,,Salesforce
10842401,Inactive Investor,Gregory Miller,Executive Vice President,Bradley Foster & Sargent Inc,,,Salesforce
11146954,Inactive Investor,Jessica De La Cruz,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11142538,Inactive Investor,Jennifer Carroll,,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",jennifer.carroll@rbc.com,,Salesforce
10791484,Inactive Investor,Patrick Schmitt,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland OR 1000 SW Broadway",patrick.f.schmitt@ampf.com,,Salesforce
10807737,Inactive Investor,Timothy Thomas,Certified Portfolio Manager;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley Kennewick WA 8202 W Quinault Ave,timothy.thomas@morganstanley.com,,Salesforce
11033176,Inactive Investor,Ronald Grassi,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9551777,,Stephen Fordyce,,,sfordyce@snowdenlane.com,,List import
10615044,,Charles Menacho,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,charles.e.menacho@morganstanley.com,,List Import
10900957,Inactive Investor,Dawn Hart,,J.P. Morgan Securities LLC Boca Raton FL 20441 State Road 7,dawn.hart@chase.com,,Salesforce
372424,,William Cottrell,,United States,williamcottrell72@gmail.com,,Salesforce
11032562,Inactive Investor,Mark Anthoine,,"Osaic Wealth, Inc. Auburn ME 195 Center St",,,Salesforce
11170849,Inactive Investor,Kristine Schofield,,Commonwealth Financial Network Westborough MA 3 Oak St,kschofield@cfnmail.com,,Salesforce
11046347,Inactive Investor,Roger Ratzlaff,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Managing Director,WaterFront Wealth Inc.,,,Salesforce
11172244,Inactive Investor,Rodrigo De La Garza,Director;Secretary,Summa Corp.,,,Salesforce
10977751,Inactive Investor,Nori Henson,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",nori.henson@raymondjames.com,,Salesforce
11229372,Inactive Investor,Nicholas Halvorson,Regional Managing Director,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",halvorson.nick@principal.com,,Salesforce
10612879,,Wade Wolfe,"Senior Financial Advisor, Senior Vice President",,wade.wolfe@ml.com,,List Import
10864480,Inactive Investor,Ka'Neda Bullock,,Commonwealth Financial Network Pennington NJ 65 S Main St,,,Salesforce
10992768,Inactive Investor,Christine Mcfarland,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,,,Salesforce
9560581,,Chawansit Rongthong,,,chawansitr@gmail.com,,List import
11101511,Inactive Investor,Michael Short,Senior Vice President - Investments,"Raymond James & Associates, Inc. Medina OH 784 Medina Rd",michael.short@raymondjames.com,,Salesforce
10918871,Inactive Investor,Susan Williams,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Office Manager;Owner;Vice President,Stock Management LLC,susan@benheeb.com,,Salesforce
10657530,,Michael Slowik,,,mike.slowik@fmr.com,,List Import
10776389,Inactive Investor,Jason Weiner,Senior Vice President,Neuberger Berman BD LLC,jason.weiner@nb.com,,Salesforce
10756785,Inactive Investor,Jaclyn Dimarzo,Portfolio Associate,Morgan Stanley Jericho NY 2 Jericho Plz,jaclyn.dimarzo@morganstanley.com,,Salesforce
10613589,,Thomas Dunn,"Financial Advisor, Senior Wealth Strategy Associate",,tom.dunn@ubs.com,,List Import
11000802,Inactive Investor,Danielle Schultz,,"Wealth Enhancement Brokerage Services, LLC",dschultz@wealthenhancement.com,,Salesforce
9565975,,Ed Lou,,,wstoriches@gmail.com,,List import
9578318,,Frank James,,,ugexchange11@sbcglobal.net,,List import
10974611,Inactive Investor,Erika Salazar,,J.P. Morgan Securities LLC Norfolk VA 777 W 21st St,,,Salesforce
9540427,,James Cabot,,,jcabot@cabwel.com,,List Import
10924081,Inactive Investor,Ashley Snarr,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,ashley.snarr@fmr.com,,Salesforce
128763,,Daniel Ialeggio,,"Steward Partners Investment Advisory, Llc",daniel.ialeggio@stewardpartners.com,,
10752590,Inactive Investor,Anthony Iannucci,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",anthony_iannucci@ml.com,,Salesforce
246084,,Not Provided,,Ancira Strategies,joev@txemail.com,,Manual List Upload
8480967,,Peter McKown,,Prince Street Capital,peter@pomckown.com,,List Import
205672,,James Smith,,[Unknown],bluelabelcoin@gmail.com,,
10924764,Inactive Investor,Michael Lapushner,,Aegis Capital Corp.,,,Salesforce
10782836,Inactive Investor,Sherry Keating,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",shkeating@tiaa-cref.org,,Salesforce
9545965,,Angeli Forster,,,aforster@sagepointadvisor.com,,List import
10827789,Inactive Investor,Joseph Abed El Latif,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11180028,Inactive Investor,Lisa Garcia,,Fidelity Brokerage Services LLC,lisa.garcia@fidelity.com,,Salesforce
11179789,Inactive Investor,Matthew Daniel,Chief Investment Officer;Co-Founder,Columbus Wealth Management,,,Salesforce
335147,,Jay Goldberg,Managing Partner,Mosaic Advisors,jay@mosaicadvisors.com,713-980-4100,Manual List Upload
11076365,Inactive Investor,Brittany Jewett,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield OH 615 Bally Row",,,Salesforce
10835537,Inactive Investor,Page Langemo,Financial Advisor,LPL Financial LLC Wayzata MN 15600 Wayzata Blvd,page.langemo@lpl.com,,Salesforce
10942374,Inactive Investor,Ruby Lambrecht,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ruby_lambrecht@vanguard.com,,Salesforce
10788771,Inactive Investor,Stanley Finkelberg,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",finkelbergs@stifel.com,,Salesforce
10764526,Inactive Investor,Kami Palmer,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,kami.palmer@fidelity.com,,Salesforce
10857639,Inactive Investor,Michael Andersen,Chief Compliance Officer;Managing Member;Owner,Andersen Wealth Management,,,Salesforce
9609314,,Michael Andropoulos,,,mandropoulos@gmail.com,,List import
9575033,,Christopher Sharkey,,,sharkeychris1@gmail.com,,List import
10656757,,Christopher Skibinski,,,christopher.m.skibinski@chase.com,,List Import
10842297,Inactive Investor,Mark Hammer,President,Hammer and Company LLC,,,Salesforce
10795918,Inactive Investor,William Kuch,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",william_kuch@ml.com,,Salesforce
10855811,Inactive Investor,Thomas Taormina,Financial Advisor,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",thomas.taormina@wellsfargoadvisors.com,,Salesforce
10944096,Inactive Investor,Shanon Mccune,,"Cambridge Investment Research, Inc. Oklahoma City OK 700 Cedar Lake Blvd",,,Salesforce
10963995,Inactive Investor,Jamie Furlong,,"Concorde Investment Services, LLC Sacramento CA 1906 21st St",jfurlong@concordeis.com,,Salesforce
10755610,Inactive Investor,Rabin Kaydanian,,"American Portfolios Financial Services, Inc. Great Neck NY 574 Middle Neck Rd",rkaydanian@americanportfolios.com,,Salesforce
10785975,Inactive Investor,Jeffrey Zapolski,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,jeff.zapolski@fmr.com,,Salesforce
10913489,Inactive Investor,Serj Arutyunyan,Private Client Advisor,J.P. Morgan Securities LLC Thousand Oaks CA 1678 N Moorpark Rd,serj.arutyunyan@jpmorgan.com,,Salesforce
10941746,Inactive Investor,Joshua Belkin,,"J.W. Cole Financial, Inc. Orange CA 134 S Glassell St",,,Salesforce
65949,,Gregory Rohrbach,Senior Manager - Compliance,CAPTRUST,gregory.rohrbach@captrustadvisors.com,919-870-6822,
9611859,,Robert Kellan,,,robert.kellan@gmail.com,,List import
10908538,Inactive Investor,Andrew Melikidse,,LPL Financial LLC Studio City CA Private Residence,andrew.melikidse@lpl.com,,Salesforce
11016719,Inactive Investor,Fabio Mugnaini,,"Osaic Wealth, Inc. Bartow FL Private Residence",,,Salesforce
9575896,,Bea Almera,,,beaalejandra19@gmail.com,,List import
10837062,Inactive Investor,Ron Ashley,,United Planners' Financial Services of America A Limited Partner Crestwood KY Private Residence,rcashley@unitedplanners.com,,Salesforce
10795321,Inactive Investor,Robert Bonfiglio,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",robert.a.bonfiglio@ampf.com,,Salesforce
10949798,Inactive Investor,Emily Murray,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,emily.murray@fmr.com,,Salesforce
10942201,Inactive Investor,Alexandre Anselme,Chief Financial Officer;Wealth Advisor,"Anselme Capital, Inc.",alex@anselmecapital.com,,Salesforce
11078386,Inactive Investor,Andrew Mika,,"Grove Point Investments, LLC Falls Church VA 6066 Leesburg Pike",,,Salesforce
11174988,Inactive Investor,David Feldstein,,"Cambridge Investment Research, Inc. Marietta GA 320 Cherokee St NE",,,Salesforce
10985581,Inactive Investor,Jackie Sartin,,Park Avenue Securities LLC Fort Collins CO 315 W Oak St,jackie_sartin@glic.com,,Salesforce
170894,,Daiki Noji,,[Unknown],daiki.noji.fandango@gmail.com,,Organic Search
11207571,Inactive Investor,Henri Moreau,Investment Associate,UBS Financial Services Inc. Portland OR 805 SW Broadway,henri.moreau@ubs.com,,Salesforce
11209714,Inactive Investor,Patrick Stacey-Vargas,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10989260,Inactive Investor,Steven Loveless,,United Advisor Group,,,Salesforce
10765059,Inactive Investor,Neal Fiore,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",neal.fiore@wellsfargo.com,,Salesforce
11057436,Inactive Investor,Jiangning Liu,,J.P. Morgan Securities LLC Santa Clara CA 2782 Augustine Dr,edison.liu@jpmorgan.com,,Salesforce
9599072,,Brenda Knox,,,brenda.knox@financialelementsinc.com,,List import
10834384,Inactive Investor,James Widman,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Overland Park KS 7500 College Blvd",scott.widman@wfafinet.com,,Salesforce
10895460,Inactive Investor,John Cravens,Chief Compliance Officer;Managing Director,Cravens Brothers Private Wealth Management LLC,jcravens@cravensbrothers.com,,Salesforce
9575492,,Stephen Swofford,,Fisher Investments,s.swofford@fi.com,,List import
11046244,Inactive Investor,Lily Gong,Senior Client Associate,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,lily.gong@ubs.com,,Salesforce
11041474,Inactive Investor,Hugo Perez,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,hugo.perez@fmr.com,,Salesforce
11098261,Inactive Investor,Benjamin Anenson,,Ally Invest Securities LLC,,,Salesforce
11161036,Inactive Investor,Perry Wright,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",wrightp@stifel.com,,Salesforce
11197911,Inactive Investor,Liseth Moran,,J.P. Morgan Securities LLC Apopka FL 2111 E Semoran Blvd,,,Salesforce
10964371,Inactive Investor,John Donoso,,Newbridge Securities Corporation,jdonoso@newbridgesecurities.com,,Salesforce
10868291,Inactive Investor,Douglas Young,National Sales Director,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,dyoung.lf171@primerica.com,,Salesforce
11123633,Inactive Investor,Brandon Baldwin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",brandon.baldwin@ml.com,,Salesforce
10835482,Inactive Investor,Forrest Obrien,,Commonwealth Financial Network Bethlehem PA 70 E Broad St,fobrien@commonwealth.com,,Salesforce
10886313,Inactive Investor,Chris Aitken,Financial Professional,"MML Investors Services, LLC Houston TX 3 Greenway Plz",caitken@financialguide.com,,Salesforce
9599364,,WAEL NUQALI,,,wael_n1373@hotmail.com,,List import
10850352,Inactive Investor,Ovadiah Jacob,,Goldman Sachs & Co.,,,Salesforce
11232109,Inactive Investor,Malon Jennings,,UBS Financial Services Inc. Tyler TX 6101 S Broadway Ave,,,Salesforce
10928924,Inactive Investor,John Dausman,Financial Advisor,Edward Jones Chico CA 217 Flume St,john.dausman@edwardjones.com,,Salesforce
10968498,Inactive Investor,Kenan Fazlic,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,kenan.fazlic@jpmorgan.com,,Salesforce
350417,, -,,[[Unknown]],mercedez-1218032@hofennik.org.uk,,Initial Salesforce Import
9598527,,Sandra Blake,,,sandra.blake@jamestownlp.com,,List import
10996165,Inactive Investor,Courtney Olds,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,courtney.olds@jpmorgan.com,,Salesforce
10928533,Inactive Investor,Sheri Marshall,Financial Advisor,Edward Jones Selinsgrove PA 1372 N Susquehanna Trl,sheri.purdy@edwardjones.com,,Salesforce
11045685,Inactive Investor,Maxwell Robtoy,,J.P. Morgan Securities LLC Kent WA 512 W Smith St,maxwell.robtoy@jpmorgan.com,,Salesforce
9576426,,Jai Kapoor,,,marketoffers0@gmail.com,,List import
9624603,,yiming mei,,,1ming1989@gmail.com,,List import
10983012,Inactive Investor,David DuCharme,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,"DuCharme Wealth Advisors, LLC",,,Salesforce
11067980,Inactive Investor,Joseph Schmitt,Chief Compliance Officer;Financial Planner;Founder;Owner,Incline Financial Planning LLC Seven Fields PA 214 Cumberland Dr,,,Salesforce
10658248,,Catherine Coakley,,,catherine_coakley@ml.com,,List Import
10809554,Inactive Investor,Grace Hintz,Financial Professional,"Voya Financial Advisors, Inc. Leawood KS 5251 W 116th Pl",grace.hintz@voyafa.com,,Salesforce
10800915,Inactive Investor,John Axley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",john_axleyiii@ml.com,,Salesforce
9565384,,gjgja AJAJJAS,,,gigaaa@gmail.com,,List import
11080338,Inactive Investor,Yenoanh Pham,Senior Regional Manager,PFS Investments Inc. Auburn WA 2020 A St SE,ypham@primerica.com,,Salesforce
9601225,,Timothy Richards,,,trichards@apellacapital.com,,List import
11152620,Inactive Investor,Michael Gustman,,Joseph Gunnar & Co. LLC,,,Salesforce
180702,,jean goulven,,[Unknown],stephandreas@hotmail.com,,
11043853,Inactive Investor,Jason Meek,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,jason.meek@jpmorgan.com,,Salesforce
11196009,Inactive Investor,David Nelson,Chief Operating Officer,Clifford Swan Investment Counselors,dnelson@cliffordswan.com,,Salesforce
9618775,,Paul Westhead,,,pwesthead@rimrockcapital.com,,List import
11219956,,Jedediah Bruss,,,jbruss@rwbaird.com,,Other
347123,,Brian Park,Associate Investment Advisor,"Harvest Investment Services, Llc",bpark@harvestinvestmentservices.com,630-613-9230,Manual List Upload
349188,,Johann Komander,"Director, Research",Greenwood Gearhart Inc.,jkomander@greenwoodgearhart.com,479-521-5353,Manual List Upload
9590000,,leonardo garcia,,,marketing.nino@outlook.com,,List import
148856,,Maurice Shalam,,[Unknown],mauriceshalam@gmail.com,,
11130940,Inactive Investor,Taneem Aziz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 18400 Wedge Pkwy",taneem.f.aziz@ml.com,,Salesforce
11209226,Inactive Investor,Nathan Mcreynolds,Advisory Trading Analyst;Financial Representative,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11091983,Inactive Investor,Peter Sellwood,,"Wells Fargo Clearing Services, LLC Minneapolis MN 1505 W Lake St",,,Salesforce
10815426,Inactive Investor,Vernice Smith,Financial Advisor;Senior Academic Training Leader,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,vernice.smith@edwardjones.com,,Salesforce
11109342,Inactive Investor,Klaus Engstler,Financial Advisor,Edward Jones Southbury CT 88 Main St S,martin.engstler@edwardjones.com,,Salesforce
11087043,Inactive Investor,Scott Pollaci,,"CNR Securities, LLC Lake Mary FL 605 Crescent Executive Ct",sjp@rochdale.com,,Salesforce
222755,,Zvonimir Jarak,,[Unknown],zjarak@gmail.com,,
11219950,,Karla Payne,,,kpayne@arvest.com,,Other
230775,, -,,[[Unknown]],carolinaconde@yahoo.com,,
9636714,,William Doxey,,,william.doxey@fiduciaryvest.com,,List import
10854996,Inactive Investor,Brett Ory,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
9637657,,Bill Miller,,,bmiller@makenacap.com,,List import
11086341,Inactive Investor,Horace Daniel,Financial Advisor;Financial Planner,LPL Financial LLC Waldorf MD 1024 Saint Nicholas Dr,horace.daniel@lpl.com,,Salesforce
11102656,Inactive Investor,Thomas Clooney,,"Cambridge Investment Research, Inc. Egg Harbor NJ Private Residence",,,Salesforce
9617342,,Henry Banayat,,,cniihelpdesk@gmail.com,,List import
10924290,Inactive Investor,Alicea Konieczka,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Kansas City MO 6300 N Revere Dr",allie.konieczka@wfafinet.com,,Salesforce
10765421,Inactive Investor,Timothy Weber,Financial Advisor,Edward Jones Fenton MO 52 Fenton Plz,tim.weber@edwardjones.com,,Salesforce
11211422,Inactive Investor,Michael Long,,"Osaic Wealth, Inc. Sebastopol CA Private Residence",,,Salesforce
10916294,Inactive Investor,Paul Johnson,Registered Administrative Associate,LPL Financial LLC Spokane WA 309 E Farwell Rd,paul.johnson@lpl.com,,Salesforce
11218024,,Samuel Scott,,,sbscott@rwbaird.com,,List Import
349463,,Alan Martin,,"VALIC Financial Advisors, Inc.",alan.martin@valic.com,775-337-2445,
10831959,Inactive Investor,Frederique Merhaut,,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",frederique.merhaut@wellsfargoadvisors.com,,Salesforce
10867719,Inactive Investor,Brent Wagner,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",brent.wagner@ml.com,,Salesforce
9541173,,Andrew Crombie,,,andrew.crombie@jbwere.co.nz,,List import
10772475,Inactive Investor,Garrett Nagle,Director;Founder;President;Treasurer,"Garrett Nagle & Co., Inc.",gjnagle@garrettnagle.com,,Salesforce
11195767,Inactive Investor,Jessica Mccrory,,LPL Financial LLC San Diego CA 4707 Executive Dr,jessica.mccrory@lpl.com,,Salesforce
11146244,Inactive Investor,Christopher Yeh,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,christopher.yeh@leerink.com,,Salesforce
10960070,Inactive Investor,Uyen Dao,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",uyen.dao@prudential.com,,Salesforce
11197246,Inactive Investor,Brogen Gabel,,"Northwestern Mutual Investment Services, LLC Northbrook IL 1464 Techny Rd",brogen.gabel@nm.com,,Salesforce
9624251,,simon chapman,,,simonchapman@bell.net,,List import
11143874,Inactive Investor,Scott Elardo,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",scott.elardo@lfg.com,,Salesforce
11200415,Inactive Investor,David Shine,Private Wealth Advisor,Morgan Stanley Houston TX 717 Texas St,david.shine@morganstanley.com,,Salesforce
11239053,Inactive Investor,Taylor Russell,,Rja Asset Management Llc,taylor.russell@rja-llc.com,,Salesforce
10858167,Inactive Investor,Erich Erdmier,Financial Advisor,Edward Jones Atascadero CA 7560 Morro Rd,erich.erdmier@edwardjones.com,,Salesforce
11123242,Inactive Investor,Ashley Moore,Senior Client Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,,,Salesforce
9598915,,Rutledge Gordon,,,rutledge.gordon@hansonmcclain.com,,List import
11079074,Inactive Investor,Peter Liao,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",pete.liao@nm.com,,Salesforce
9560843,,Reed Miller,,,reed@1phillips.com,,List import
10780229,Inactive Investor,Tracie Dubois,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,tracie.dubois@fidelity.com,,Salesforce
10832050,Inactive Investor,Gerald Upthegrove,Financial Representative,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",jerry.upthegrove@nm.com,,Salesforce
11158869,Inactive Investor,Tricia Zelinka,Financial Advisor,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,tricia.king@morganstanley.com,,Salesforce
10960225,Inactive Investor,Thomas Bailey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10758377,Inactive Investor,Neil Wentworth,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",neil.wentworth@schwab.com,,Salesforce
11021567,Inactive Investor,Alexis Mcmullin,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",alexis.mcmullin@schwab.com,,Salesforce
10824380,Inactive Investor,Scott Carlson,Regional Vice President,"Osaic Wealth, Inc. Elkhorn NE 1908 N 203rd St",,,Salesforce
9545513,,Imtiaz Islam,,,islamimtiaz@gmail.com,,List import
10871294,Inactive Investor,Julie Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",,,Salesforce
10775334,Inactive Investor,Carl Hartmann,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11231222,Inactive Investor,Ivan Mendez,,"Equitable Advisors, LLC Port Saint Lucie FL 10815 SW Tradition Sq",ivan.mendez@equitable.com,,Salesforce
334709,,Kevin Davis,Managing Partner,Post Road Group Llc,kdavis@postroadgroup.com,203-518-8460,Manual List Upload
11026595,Inactive Investor,Christopher Baker,,"Equitable Advisors, LLC Hatfield MA 65D Elm St",,,Salesforce
9572356,,Adrianus Samsu,,,adryanus15@gmail.com,,List import
10977242,Inactive Investor,Alex Rosser,,"Allstate Financial Services, LLC Horse Cave KY 119 Water St",arosser@allstate.com,,Salesforce
347549,,Kaylyn Adams,Financial Analyst,Evensky & Katz/foldes Financial Wealth Management,kadams@ek-ff.com,305-448-8882,Manual List Upload
9639251,,Lincoln Smith,,,l.smith@albourne.com,,List import
9582288,,Louis Perrotto,,,lucky@gardenstatesecurities.com,,List import
11143170,Inactive Investor,Matthew Goodrich,Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",matthewgoodrich@financialguide.com,,Salesforce
198175,,Richard Lundstrom,,"Securities America Advisors, Inc.",richard.lundstrom@securitiesamerica.com,402-399-9111,
143281,,Alex Hunt,,[Unknown],alex.hunt2101@gmail.com,,source
10927395,Inactive Investor,Erica Henst Murdy,,"Allstate Financial Services, LLC Mansfield Center CT 476 Storrs Rd",ehenst@allstate.com,,Salesforce
10864074,Inactive Investor,Valencia Jones,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,vmsarpy@ft.newyorklife.com,,Salesforce
206623,,Braxton Taylor,,[Unknown],usdachoice01@yahoo.com,,
10835247,Inactive Investor,John Wortham,Chief Compliance Officer;Investment Manager;Owner;Partner;President,Patriot Investment Management Group Inc,twortham@patriotinvestment.com,,Salesforce
11046964,Inactive Investor,Timothy Hammes,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,timothy.hammes@ubs.com,,Salesforce
9637798,,Guilherme Frering,,,guilherme.frering@nevastar.com,,List import
9630276,,Michael Marquette,,,mmarquette69@gmail.com,,List import
5119451,,David Haskell,,,dghaskell@aol.com,,Web Form Fillout
333192,,Yelena Pelimskaya,,Permit Capital,ypelimskaya@permitcapital.com,,Manual List Upload
10829832,Inactive Investor,William Hoth,,"World Equity Group, Inc. Centertown MO Private Residence",billhoth@weg1.com,,Salesforce
230922,, -,,[[Unknown]],001667356@glcsd.org,,Other
95251,,Mike Fields,,State Farm,mike.fields.ctrv@statefarm.com,,
11013693,Inactive Investor,Yana Goyzen,,"Pruco Securities, LLC. Brooklyn NY 33 35th St",yana.goyzen@prudential.com,,Salesforce
10754036,Inactive Investor,Larry Jackson,Financial Advisor,"Raymond James & Associates, Inc. Los Angeles CA Private Residence",larry.jackson@raymondjames.com,,Salesforce
10957793,Inactive Investor,Randall Marquez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",randall.marquez@schwab.com,,Salesforce
10994008,Inactive Investor,Israel Suarez Reyes,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,israel.suarez-reyes@jpmorgan.com,,Salesforce
9572745,,Elling Dahlen,,,edahlen@bamfunds.com,,List import
10925091,Inactive Investor,William Caldwell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.caldwell@fmr.com,,Salesforce
11192352,Inactive Investor,Christopher Brzuchalski,,PNC Investments Toledo OH 405 Madison Ave,christopher.brzuchalski@pnc.com,,Salesforce
11190034,Inactive Investor,Micah Kwok,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",micah.kwok@nm.com,,Salesforce
10856734,Inactive Investor,Robert Lembeck,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",robert.lembeck@nm.com,,Salesforce
11184188,Inactive Investor,William McNabb,Analyst,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",bart.mcnabb@rbc.com,,Salesforce
10897896,Inactive Investor,Mark Mollandor,Senior Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Greeley CO 1901 56th Ave,mark.mollandor@ubs.com,,Salesforce
10983930,Inactive Investor,Caleb Hobgood,Investment Advisor Representative,RH Buchanan Forsyth GA Private Residence,caleb.hobgood@rhbuchanan.com,,Salesforce
333605,,Marc Normann,,Mercer Global Advisors Inc.,mnormann@merceradvisors.com,1-800-934-44,
9546071,,Cindy Haynes,,,cindy.haynes@valic.com,,List import
11200501,Inactive Investor,Syeda Ayesha Qadri,,"Hoopoe Capital Markets, LLC",syeda-ayesha@hoopoeadvisors.com,,Salesforce
10929546,Inactive Investor,Laurice Feld,,"Allstate Financial Services, LLC Springfield IL 2425 W Iles Ave",lauricefeld@allstate.com,,Salesforce
10923499,Inactive Investor,Scott Moore,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,scott.moore@fmr.com,,Salesforce
10959648,Inactive Investor,Andre Barnes,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10876458,Inactive Investor,Tyler Klyn,,"Cambridge Investment Research, Inc. Pella IA 905 W 1st St",,,Salesforce
11107390,Inactive Investor,Van A Echols,Financial Advisor,"MML Investors Services, LLC Lubbock TX 8721 Milwaukee Ave",vechols@massmutual.com,,Salesforce
10803983,Inactive Investor,James Keck,Financial Consultant,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",james.keck@equitable.com,,Salesforce
10990237,Inactive Investor,Minhua Shao,,"Transamerica Financial Advisors, Inc Bellevue WA 355 118th Ave SE",minhua.shao@tfaconnect.com,,Salesforce
11210927,Inactive Investor,Larry Ross,,"Allstate Financial Services, LLC Coral Springs FL 10100 W Sample Rd",larryross2@allstate.com,,Salesforce
10980780,Inactive Investor,Darryle Grimes,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 2535 Camino del Rio S",darryle.grimes@ampf.com,,Salesforce
11190654,Inactive Investor,Robert Cucitrone,Financial Advisor;Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",robert_cucitrone@ml.com,,Salesforce
10761371,Inactive Investor,James Horan,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",jim.horan@wellsfargoadvisors.com,,Salesforce
9553430,,Bernard Sia,,,bernards@kennbryan.com,,List import
10863844,Inactive Investor,Demonso Waters,,PFS Investments Inc. West Chester PA 1595 Paoli Pike,demonso.waters@primerica.com,,Salesforce
9592709,,Melissa Ray,,,mrshi1715@icloud.com,,List import
10895004,Inactive Investor,Joseph Barreiro,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Managing Partner,Wealth Creation Management Group LLC,jbarreiro@wealthcmg.com,,Salesforce
11008385,Inactive Investor,Christopher Mikolajczewski,,LPL Financial LLC Crystal Lake IL 8600 US Hwy 14,christopher.mikolajczewski@lpl.com,,Salesforce
10864504,Inactive Investor,Robert Pender,,"Osaic Wealth, Inc. Cedar Park TX 1464 E Whitestone Blvd",,,Salesforce
11160505,Inactive Investor,Jared Davis,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
11192625,Inactive Investor,Leah Coleman,Chief Compliance Officer;Financial Advisor;Founder;Owner,Orchard Financial,leah@orchardfinancial.com,,Salesforce
9557340,,Cody Buck,,,cbuck@discoveryfinancial.com,,List import
10945993,Inactive Investor,James Aughtry,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jim.aughtry@tiaa.org,,Salesforce
11172354,Inactive Investor,Oleg Zaytsev,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,oleg.zaytsev@fmr.com,,Salesforce
10941406,Inactive Investor,Jarom Carlson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11231728,Inactive Investor,Zachary Henderson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9577138,,Imad Attar,,,imad.attar01@gmail.com,,List import
10783051,Inactive Investor,Matthew Nance,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,matthew.nance@morganstanley.com,,Salesforce
10620114,,Rochelle Martin,,,rmartin@wintrustwealth.com,,List Import
10980658,Inactive Investor,Ethan Heisey,,"MML Investors Services, LLC Flowery Branch GA Private Residence",,,Salesforce
11057442,Inactive Investor,Elliot Alvarado,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,elliot.alvarado@jpmorgan.com,,Salesforce
10995942,Inactive Investor,Thomas Candler,,"Empower Financial Services, Inc Baton Rouge LA 9100 Bluebonnet Centre Blvd",thomas.candler@empower.com,,Salesforce
11113169,Inactive Investor,Lisa James,,MWA Financial Services Inc. Saint Marys GA 555 Charlie Smith SR Hwy,lisa.james@mwarep.org,,Salesforce
11261172,Inactive Investor,Joseph Doerrer,Vice President - Wealth Planning,Mezzasalma Advisors,,,Salesforce
10827419,Inactive Investor,Albert Pettibone,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal,"Pettibone Wealth Management, LLC",wells@pettibonewealth.com,,Salesforce
229296,, -,,[[Unknown]],nickgermak@gmail.com,,
9272942,,Jay Baker,,,jaybaker198438@gmail.com,,Web Form Fillout
11012421,Inactive Investor,Matthew Stevenson,,"DriveWealth, LLC",mstevenson@drivewealth.com,,Salesforce
9617336,,Michael Collins,,,kevincollinsmd@gmail.com,,List import
11012926,Inactive Investor,Nicholas Kenny,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
11207180,Inactive Investor,Yair Krauze,Chief Information Officer;Co-Founder,Eureka Wealth Solutions New York NY 300 E 74th St,,,Salesforce
9612547,,John Gallop,,,jgallop@intrinsicedge.com,,List import
5158370,,bas tuh,,,pofacec682@invodua.com,,Web Form Fillout
10817701,Inactive Investor,Pamela Brown,,State Farm VP Management Corp. New Albany MS 408 E Bankhead St,,,Salesforce
11162433,Inactive Investor,Ralph Cenname,,LPL Financial LLC New York NY 1177 Avenue of the Americas,ralph.cenname@lpl.com,,Salesforce
10902628,Inactive Investor,Kadie Hare,Financial Advisor,Edward Jones Oklahoma City OK 7101 NW Expy,kadie.hare@edwardjones.com,,Salesforce
11181470,Inactive Investor,Andress Abbacci,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,iabbaci@ft.newyorklife.com,,Salesforce
9585413,,Travis Butler,,,t.butler@fi.com,,List import
11126180,Inactive Investor,Jason Burklow,Financial Planning Analyst;Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",jason.burklow@ampf.com,,Salesforce
10839158,Inactive Investor,James Gustafson,President;Secretary,"DJG Financial Services, Inc.",james@djgfinancial.com,,Salesforce
10979206,Inactive Investor,Tawanda Jeter,,PFS Investments Inc. Lutherville Timonium MD 10 Gerard Ave,tawanda.jeter@primerica.com,,Salesforce
11254737,Inactive Investor,Anne King,Registered Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11017070,Inactive Investor,Thomas Podzimek,,PFS Investments Inc. South Sioux City NE 600 A St,tpodzimek@primerica.com,,Salesforce
10955095,Inactive Investor,Damaris Taylor,Financial Advisor,Edward Jones Somerville MA 628 Somerville Ave,damaris.taylor@edwardjones.com,,Salesforce
11149726,Inactive Investor,Perry Hixson,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,perry.hixson@fidelity.com,,Salesforce
9647373,,Peter Chow,,,pchow@iconiqcapital.com,,List import
11131635,Inactive Investor,Mark Perez,Financial Advisor;Senior Vice President,Paradigm Wealth Advisory LLC,,,Salesforce
4348674,,David Fitzgibbons,,,fitzgibbons43@yahoo.com,,Web Form Fillout
75154,,David Lake,President And Chief Compliance Officer,"Capital Wealth Advisors, Ltd.",davidlake@aol.com,262-306-0066,Manual List Upload
9644033,,John Donnelly,,,jdpoolfool@aol.com,,List import
10894100,Inactive Investor,Timothy Kremer,Assistant Vice President,LPL Financial LLC,timothy.kremer@lpl.com,,Salesforce
11034269,Inactive Investor,Conner Cole,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",conner.cole@prudential.com,,Salesforce
10801935,Inactive Investor,Brian Zbylot,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lufkin TX 4100 S Medford Dr",brian_zbylot@ml.com,,Salesforce
10881587,Inactive Investor,Nathan Paulsen,Financial Advisor,Edward Jones Decorah IA 207 E Water St,nathan.f.paulsen@edwardjones.com,,Salesforce
10975597,Inactive Investor,Tierra Koga,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10752947,Inactive Investor,Thomas Bridges,,CIBC World Markets Corp. Chicago IL 181 W Madison St,thomas.bridges@cibc.com,,Salesforce
11151826,Inactive Investor,Anna Lodewyk,,"Raymond James Financial Services, Inc. Grand Rapids MI 6677 Crossings Dr SE",anna.lodewyk@raymondjames.com,,Salesforce
236135,, -,,[[Unknown]],mbaccino@bygasesoresuy.com,,Organic Search
11059825,Inactive Investor,Richard Matcham,Relationship Manager,United Capital Financial Advisors Palm Desert CA 36921 Cook St,richard.matcham@gs.com,,Salesforce
11094711,Inactive Investor,Padraig McBrien,,UBS Financial Services Inc. New York NY 299 Park Ave,padraig.mcbrien@ubs.com,,Salesforce
10798180,Inactive Investor,Ross Snyer,Financial Advisor,LPL Financial LLC Seattle WA 1200 Westlake Ave N,ross.snyer@lpl.com,,Salesforce
11036809,Inactive Investor,Joseph Piatczyc,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10833225,Inactive Investor,Alec Feinstein,Private Wealth Advisor;Wealth Manager,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,alec.feinstein@jpmorgan.com,,Salesforce
9583990,,Jason Gragg,,,jay@graggandgragg.com,,List import
9647216,,vinod murthy,,,vinod.murthy@charter.com,,List import
10940436,Inactive Investor,Matthew Tomczuk,Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
11211349,Inactive Investor,Lisa Moore,,SECU Brokerage Services Raleigh NC 2401 Blue Ridge Rd,lisa.moore@ncsecu.org,,Salesforce
62827,,William Congelio,"Financial Advisor, Senior Financial Services Representative","Principal Securities, Inc.",congelio.bill@principal.com,813-872-5848,
11079253,Inactive Investor,Rebecca Day,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",rebecca.a.day@ml.com,,Salesforce
10865905,Inactive Investor,Leland Ellis,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9615595,,amir hajizadeh,,,amirhajizadeh23@gmail.com,,List import
11082282,Inactive Investor,Michael Parker,Vice President,PFS Investments Inc. Germantown WI W177N9856 Rivercrest Dr,michael.parker@primerica.com,,Salesforce
9621432,,Michael Haas,,,michaelhaasnj@comcast.net,,List import
10935718,Inactive Investor,Adam Feik,,"Ameriprise Financial Services, LLC Salem OR 528 Cottage St NE",adam.feik@ampf.com,,Salesforce
212717,,Gregory Phylander,"Branch Manager, First Vice President - Investments, Portfolio Manager",Wells Fargo Advisors,greg.duckworth@wellsfargoadvisors.com,,Advertising
11054867,Inactive Investor,Robin Starr,,"Osaic FA, Inc. Washington DC Private Residence",robin.starr@lfg.com,,Salesforce
9642669,,Master Lau,,,master.lau@gmail.com,,List import
10969049,Inactive Investor,Angela Holdsworth,,"Truist Investment Services, Inc. Morgantown WV 466 Chestnut Ridge Rd",angela.holdsworth@truist.com,,Salesforce
11030380,Inactive Investor,Jon Narducci,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",jon.narducci@ampf.com,,Salesforce
11036268,Inactive Investor,Jeanette Forgione,,J.P. Morgan Securities LLC Selden NY 999 Middle Country Rd,jeanette.forgione@jpmorgan.com,,Salesforce
11007351,Inactive Investor,Laurore Jean-Pierre,Chief Compliance Officer;Managing Partner;Owner,JP Law and Wealth Advisors PLLC,laurore@jplawandwealth.com,,Salesforce
9632280,,WDCapital Kadijk,,,willemkadijk@wdcapitaladvisors.nl,,List import
10975393,Inactive Investor,David Leigh,,"TIAA-CREF Individual & Institutional Services, LLC Greenville NC 1301 W 10th St",david.leigh@tiaa.org,,Salesforce
11058653,Inactive Investor,Matthew Yale,Financial Advisor,LPL Financial LLC Minot ND 1017 S Broadway,matthew.yale@lpl.com,,Salesforce
10808170,Inactive Investor,Terry Benson,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",bensont@wellsfargo.com,,Salesforce
10820963,Inactive Investor,Ruth Kitzmann,Senior Vice President - Investments,"Raymond James & Associates, Inc. Waukesha WI 20800 Swenson Dr",ruth.kitzmann@raymondjames.com,,Salesforce
10931631,Inactive Investor,Mark Lechler,Chief Compliance Officer;Managing Member,Pacific Trust Wealth Management,mark.lechler@pacifictrustwealth.com,,Salesforce
9593262,,Serkan Zor,,,zoraserkan@gmail.com,,List import
10893732,Inactive Investor,Sade Mizell,,Morgan Stanley Alpharetta GA 3 Edison Dr,sade.mizell@morganstanley.com,,Salesforce
11152527,Inactive Investor,Hezekiah Ross,,"Osaic Wealth, Inc. Fort Lauderdale FL 2699 Stirling Rd",,,Salesforce
10992900,Inactive Investor,Caddie Cox,Investment Advisor,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",caddie.cox@equitable.com,,Salesforce
11186440,Inactive Investor,Bruce Pearson,First Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,bruce.pearson@ubs.com,,Salesforce
11107577,Inactive Investor,Linda Douglas,,PFS Investments Inc. Lawrence KS 901 Kentucky St,,,Salesforce
165722,,sebastian suasi,,[Unknown],sebastiansuasi@gmail.com,,Advertising
347083,,David Fields,"Vice President, Portfolio Manager",Gwynn Management Co,dfields@gwynnmanagement.com,404-233-4031,Manual List Upload
10801045,Inactive Investor,David Spiecher,Private Client Advisor,J.P. Morgan Securities LLC Westport CT 184 Main St,david.spiecher@jpmorgan.com,,Salesforce
10825083,Inactive Investor,Jonathon Crenshaw,Shareholder,"Wallace Capital Management, Inc.",,,Salesforce
196312,,carl Hutsel,,[Unknown],carlhutsel@gmail.com,,
10906314,Inactive Investor,Timothy Schluter,Research Analyst,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,t.schluter@fi.com,,Salesforce
11077718,Inactive Investor,Jerry Orta,,J.P. Morgan Securities LLC Altamonte Springs FL 500 E Altamonte Dr,jerry.m.orta@chase.com,,Salesforce
9564190,,Edward Okai,,,edwardokai95@hotmail.com,,List import
11022452,Inactive Investor,Tamara Campbell,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9577426,,David Leavitt,,,david.leavitt@securitiesamerica.com,,List import
9624751,,Ron Endicott,,,ronendicott@gmail.com,,List import
10884403,Inactive Investor,Robert Innerst,Financial Advisor,LPL Financial LLC Hartville OH 1120 W Maple St,robert.innerst@lpl.com,,Salesforce
9636449,,Robert Kinderman,,,rkinderman@ellington.com,,List import
11003881,Inactive Investor,Timothy Stanley,,PFS Investments Inc. Stafford TX 10701 Corporate Dr,tstanley@primerica.com,,Salesforce
10942984,Inactive Investor,Alexandria Goldberg,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
338505,,Blair Flicker,General Counsel; Managing Director,Insight Venture Partners,bflicker@insightpartners.com,212-230-9200,Manual List Upload
347583,,Janet Gerber,Senior Vice President,"Wolf River Capital Management, Llc",janet.gerber@wolfrivercap.com,901-312-9653,Manual List Upload
10824481,Inactive Investor,Sharon Lewkowitz,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 209 S Howard Ave",sharon.r.lewkowitz@ampf.com,,Salesforce
10488212,,Evelyn Nickerson,"Financial Advisor, Vice President - Wealth Management",Morgan Stanley,evelyn.nickerson@morganstanley.com,,List Import
11109430,Inactive Investor,Nancy Kelban,,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",,,Salesforce
9644057,,wilson gomes,,,pond1cty@gmail.com,,List import
9564432,,Bincy Teodorescu,,,teodorescu.bincy@principal.com,,List import
11075002,Inactive Investor,Paul Listerman,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",paul.listerman@wellsfargoadvisors.com,,Salesforce
10657280,,Gary Molenhouse,,,gary.molenhouse@countryfinancial.com,,List Import
11047808,Inactive Investor,Michael Deluise,,NYLIFE Securities LLC White Plains NY 44 S Broadway,mdeluise@ft.newyorklife.com,,Salesforce
9566880,,Jeff Bradanini,,,jbradanini@beirnewealth.com,,List import
10909675,Inactive Investor,Kelly Cooper,,Santander Securities LLC Fairhaven MA 125 Huttleston Ave,kelly.cooper@santanderinvestments.com,,Salesforce
10840356,Inactive Investor,Joni Clark,,Mutual of America Securities LLC Long Beach CA 111 W Ocean Blvd,joni.clark@mutualofamerica.com,,Salesforce
1003821,Inactive Investor,James Lykins,,James Lykins,jamestl16@hotmail.com,602-717-2867,
10811323,Inactive Investor,Michael Brodsky,Managing Director,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",michael.e.brodsky@ampf.com,,Salesforce
11041010,Inactive Investor,Anthony Gonnello,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",anthony.gonnello@nm.com,,Salesforce
9561980,,Brian Adamek,,,badamek@advisornet.com,,List import
10783279,Inactive Investor,James Sevilla,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Westlake Village CA 3075 Townsgate Rd",,,Salesforce
10883193,Inactive Investor,Michael Lutz,Financial Advisor;Founder;Managing Principal,"Legacy Financial Strategies, LLC",,,Salesforce
10659628,,Karen Weiss,,,karen.m.weiss@morganstanley.com,,List Import
11209599,Inactive Investor,Santo Vicenzino,,Deutsche Bank Securities Inc.,santo@deutschewealth.com,,Salesforce
11118179,Inactive Investor,Joy Mcintosh,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jmcintosh01@ft.newyorklife.com,,Salesforce
10930334,Inactive Investor,Charles Price,,LPL Financial LLC Jackson KY 1433 Hwy 15 N,,,Salesforce
11131319,Inactive Investor,Elsy Duenez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10866671,Inactive Investor,Greg Shaeffer,,"W&S Brokerage Services, Inc. Grove City OH 1953 Ohio Dr",greg.shaeffer@wslife.com,,Salesforce
209508,,Surachart Rungrojthanakul,,[Unknown],surachart.run@gmail.com,,Organic Search
10789864,Inactive Investor,Kevin Korhorn,Chief Compliance Officer;Founder;Owner;President,Korhorn Financial Group,kkorhorn@korhorn.com,,Salesforce
11188421,Inactive Investor,Kimberly Kaschak,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",kim.kaschak@nm.com,,Salesforce
10868448,Inactive Investor,Jeanna Cook Garcia,Vice President,J.P. Morgan Securities LLC Grand Prairie TX 700 E Main St,jeanna.cook-garcia@jpmorgan.com,,Salesforce
10868596,Inactive Investor,Rodolfo Ledesma,,"Allstate Financial Services, LLC El Paso TX 6600 N Mesa St",rodolfoledesma@allstate.com,,Salesforce
10929630,Inactive Investor,Benjamin Garcia,,PFS Investments Inc. Ontario CA 1795 E Holt Blvd,benjamin.garcia@primerica.com,,Salesforce
10505114,,Marian White,WEALTH MANAGEMENT DIRECTOR,Birchfield Partners LLC,mwhite@birchfieldllc.com,19148824974,List Import
117484,,Heath Houston,Financial Advisor,Eagle Strategies LLC,hbhouston@ft.newyorklife.com,662-380-5033,
10767710,Inactive Investor,Steven Andelman,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",steven.andelman@wellsfargoadvisors.com,,Salesforce
9600714,,Amanda Yearns,,,amandayearns@argi.net,,List import
11201981,Inactive Investor,Beth Dietsch,Investment Advisor,Donaldson Capital Management LLC,bdietsch@dcmol.com,,Salesforce
9582436,,Megan Kuker,,,mkuker@acceladvantage.com,,List import
10825043,Inactive Investor,Michael Muniz,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,michael.muniz@ubs.com,,Salesforce
10903123,Inactive Investor,James Kiley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,james.kiley@fidelity.com,,Salesforce
10903212,Inactive Investor,Joyce Sager,,"Raymond James Financial Services, Inc. Ottawa OH 123 S Walnut St",joyce.sager@raymondjames.com,,Salesforce
10832780,Inactive Investor,Amy Kaase,,"Avantax Investment Services, Inc. Bellville TX 105 S Mathews St",,,Salesforce
10430482,,Adam Wasserman,,,adam.wasserman@iohk.io,,Web Form Fillout
9605838,,Shereece Miller,,,shereecemiller@gmail.com,,List import
245609,,Justin Young,CEO,Trek Financial,justin@trekfinancial.com,1480265566,Manual List Upload
11181916,Inactive Investor,William Forrest,Chief Operating Officer;Founder,Bokeh Capital Partners LLC,,,Salesforce
11072224,Inactive Investor,Zachary Norris,,J.P. Morgan Securities LLC Naples FL 2201 Tamiami Trl N,zachary.norris@jpmorgan.com,,Salesforce
10981402,Inactive Investor,Lin Chen,,"Farmers Financial Solutions, LLC Irvine CA 17701 Cowan",lchen2@farmersagent.com,,Salesforce
231826,, -,,[[Unknown]],woworciao@gmail.com,,
225891,, -,,[[Unknown]],kkuedufia@gmail.com,,Initial Salesforce Import
11018114,Inactive Investor,Ryan Pramberg,Associate Representative,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,ryan.pramberg@thrivent.com,,Salesforce
11051958,Inactive Investor,Thomas Muldoon,Financial Advisor,"Pruco Securities, LLC. North Myrtle Beach SC 1016 2nd Ave N",thomas.muldoon@prudential.com,,Salesforce
10984549,Inactive Investor,John Christian,,"Osaic FA, Inc. Fort Lauderdale FL 2409 N Atlantic Blvd",jack.christian@lfg.com,,Salesforce
11053128,Inactive Investor,Nicholas Falco,,J.P. Morgan Securities LLC Hoffman Estates IL 4653 W Higgins Rd,,,Salesforce
9543118,,Hyelee Dan,,,hdan@ft.newyorklife.com,,List import
11016898,Inactive Investor,Kathleen Steel,,"Moloney Securities Co., Inc. Indianapolis IN 3950 Priority Way South Dr",ksteel@moseco.com,,Salesforce
10814056,Inactive Investor,Brett Bergmoser,First Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,brett.bergmoser@ubs.com,,Salesforce
11097293,Inactive Investor,Patricia Capsey,,"Raymond James Financial Services, Inc. Saint Petersburg FL 100 2nd Ave S",patty.capsey@raymondjames.com,,Salesforce
10946502,Inactive Investor,Jason Willenborg,Investment Advisor Representative,Accel Wealth Management Cedar Rapids IA 5500 Fountains Dr NE,jwillenborg@acceladvantage.com,,Salesforce
9543183,,Johnny Toci,,,btoci11@gmail.com,,List import
10805737,Inactive Investor,Gary Gounaris,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",gary.gounaris@wellsfargoadvisors.com,,Salesforce
11150152,Inactive Investor,Michael Peirce,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Salt Lake City UT 95 S State St,michael.peirce@ubs.com,,Salesforce
10971744,Inactive Investor,Mike Mares,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10847844,Inactive Investor,Nikolas Graf,,"Mercer Allied Company, L.P.",ngraf@ayco.com,,Salesforce
10866272,Inactive Investor,Anthony Rice,,B. Riley Wealth Management Richardson TX 2425 N Central Expy,arice@brileywealth.com,,Salesforce
10825186,Inactive Investor,David Anderson,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Saginaw MI 4835 Town Centre,danderson@rwbaird.com,,Salesforce
10944088,Inactive Investor,Alison Beck,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,amanes@primerica.com,,Salesforce
10867570,Inactive Investor,Clinton Bucher,Financial Advisor,Monon Wealth Management,,,Salesforce
10807254,Inactive Investor,Jenna Winn,,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,jenna.winn@ubs.com,,Salesforce
11073930,Inactive Investor,Javier Diaz,Executive Director;Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
240181,,Georgios Liakakis,Member,"Sachetta, Llc",gliakakis@sachetta.com,781-233-4138,Manual List Upload
351119,,Brett Winder,Controller,"Keystone National Group, Llc",bwinder@keystonenational.net,925-480-6050,Manual List Upload
10767799,Inactive Investor,Terrence Dotzler,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,terrence.dotzler@morganstanley.com,,Salesforce
11112677,Inactive Investor,Steven Amato,,Fidelity Brokerage Services LLC,,,Salesforce
10961061,Inactive Investor,Shuman Pan,,Citigroup Global Markets Inc.,,,Salesforce
10869730,Inactive Investor,Rolland Basant,Owner;President,"Freedom Financial Management, Inc",rolland@freedomfinancialmgmt.com,,Salesforce
11051782,Inactive Investor,Susan Weitz,,PFS Investments Inc. Sarasota FL 5602 Marquesas Cir,susan.weitz@primerica.com,,Salesforce
10862258,Inactive Investor,Samuel Muse,Partner,"Fi3 Financial Advisors, LLC",sdmuse@fi3advisors.com,,Salesforce
248365,,Brian Tsang,Founder,Kernel ATM,brian@kernelatm.com,,Manual List Upload
118479,,Samantha Mattioli,,"Corporate Plans Retirement Strategies, LLC",samanthamattioli@corporateplans.com,,
11210968,Inactive Investor,Pamela Roberts,,"Allstate Financial Services, LLC Portsmouth VA 6111 Portsmouth Blvd",yvetteroberts@allstate.com,,Salesforce
11220221,,John Miller,,,jmiller@campbellglobal.com,,Other
10817570,Inactive Investor,Konstantinos Hemmerly,Investment Advisor,LPL Financial LLC Raleigh NC 4801 Glenwood Ave,david.hemmerly@lpl.com,,Salesforce
10658828,,Brandon Melbye,,,brandon.melbye@ubs.com,,List Import
10941504,Inactive Investor,Brianna Bratland,Client Specialist,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,bbratland@rwbaird.com,,Salesforce
10947382,Inactive Investor,Joseph Gianella,,J.P. Morgan Securities LLC White Plains NY 134 Mamaroneck Ave,joseph.a.gialanella@chase.com,,Salesforce
10766208,Inactive Investor,Tara Cancro,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",tara.j.cancro@ml.com,,Salesforce
9640136,,Mark Everitt,,,mark.everitt@blackrock.com,,List import
11190080,Inactive Investor,David Warren,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11069412,Inactive Investor,Madison Gentsch,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,gentschm@ceteranetworks.com,,Salesforce
11035219,Inactive Investor,Carlos Mendoza,Financial Advisor,Edward Jones Madison AL 8075 Madison Blvd,carlos.mendoza@edwardjones.com,,Salesforce
10786758,Inactive Investor,Vincent Barbetta,,"Equitable Advisors, LLC Stamford CT 1266 E Main St",vincent.barbetta@equitable.com,,Salesforce
9547718,,Mark Bresnahan,,,mark.bresnahan@lfg.com,,List import
11124395,Inactive Investor,Cassandra Weigel,,LPL Financial LLC Portage WI 311 E Wisconsin St,cassandra.weigel@lpl.com,,Salesforce
10813202,Inactive Investor,Nicholas Greiner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",nicholas.w.greiner@ml.com,,Salesforce
9557590,,Treasa Jackson,,,treasa.jackson@suntrust.com,,List import
11041228,Inactive Investor,Deborah Jackman,,UBS Financial Services Inc. Seattle WA 925 4th Ave,deborah.jackman@ubs.com,,Salesforce
10617883,,Jesse Wang,,,jessewang88@ml.com,,List Import
9591270,,Ronald Ryan,,,rryan@ryanalm.com,,List import
10904303,Inactive Investor,David Moyston,Regional Vice President,PFS Investments Inc. Orlando FL 7035 Grand National Dr,davidkmoyston@primerica.com,,Salesforce
10887283,Inactive Investor,Michael Carpenter,Investment Advisor Representative,LexAurum Advisors Athens OH 92 N Court St,mcarpenter@lex-aurum.com,,Salesforce
10982631,Inactive Investor,Jason Fornander,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",jason.fornander@nm.com,,Salesforce
11219581,,Matthew Crescenzo,,,matthew.crescenzo@lpl.com,,Other
11190970,Inactive Investor,Eric Hoebbel,Chief Compliance Officer;Managing Partner,"American Harbour Wealth Management, LLC",,,Salesforce
10953731,Inactive Investor,Reilly Cahal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10871933,Inactive Investor,Christopher Kincade,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,christopher.kincade@ubs.com,,Salesforce
11009742,Inactive Investor,Peggy Massey,,"Prospera Financial Services, Inc. Cincinnati OH 250 W Court St",peggy.massey@prosperafinancial.com,,Salesforce
10920213,Inactive Investor,Jeffrey Carlos,Principal,LPL Financial LLC La Mesa CA 4721 4th St,jeffrey.carlos@lpl.com,,Salesforce
9618389,,Joseph Amato,,,jamato@nb.com,,List import
10807095,Inactive Investor,Ross Jeter,Investment Advisor Representative,"Osaic Wealth, Inc. Arlington TX 1521 N Cooper St",rjeter@royalallianceadvisors.com,,Salesforce
10846653,Inactive Investor,Kevin Mahony,,United Advisors America Atlanta GA 1935 Cobblestone Cir NE,kmahony@unitedadvisors.com,,Salesforce
10982973,Inactive Investor,Sara McIntosh,Financial Advisor,LongView Wealth Management,sforesman@lvwm.com,,Salesforce
11048694,Inactive Investor,Carol Digman,Chief Compliance Officer;President,"Tree City Investments, Inc. Lake Bluff IL 910 Sherwood Dr",,,Salesforce
11017801,Inactive Investor,Isaiah Burrows,Wealth Management Associate,"Raymond James & Associates, Inc. Newtown PA 5 Caufield Pl",isaiah.burrows@raymondjames.com,,Salesforce
238022,, -,,[[Unknown]],ryanlusk@hotmail.com,,
10693007,,Bill Granberry,,,granberryheadland63@gmail.com,,Web Form Fillout
9594693,,Maureen Wright,,,mwright@savantcapital.com,,List import
11042758,Inactive Investor,Casey Broach,,"Osaic Wealth, Inc. San Diego CA 4542 Ruffner St",,,Salesforce
248157,,maddy g,marketer,Stack Of Napkins LLC,madelyn.genao02@gmail.com,,Manual List Upload
11006550,Inactive Investor,Shane Kunz,Wealth Advisor,LPL Financial LLC Salt Lake City UT 3165 E Millrock Dr,shane.kunz@lpl.com,,Salesforce
10930784,Inactive Investor,Trevor Vick,Private Client Associate,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,tvick@janney.com,,Salesforce
11203335,Inactive Investor,Charles Markwalter,Chief Executive Officer;Executive Managing Principal,"Montag & Caldwell, LLC",cmarkwalter@montag.com,,Salesforce
10830015,Inactive Investor,David Viereck,Financial Advisor,Edward Jones Denver CO 2696 S Colorado Blvd,david.viereck@edwardjones.com,,Salesforce
11003449,Inactive Investor,Philip Kunkle,,J.P. Morgan Securities LLC McKeesport PA 4313 Walnut St,philip.kunkle@jpmorgan.com,,Salesforce
11139398,Inactive Investor,Alvonzo Gibbs,Financial Advisor,"Pruco Securities, LLC. Waxhaw NC Private Residence",al.gibbs@prudential.com,,Salesforce
10779856,Inactive Investor,Perry Leblanc,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",perry.leblanc@ml.com,,Salesforce
332945,,Michelle Watson,,Evergreen Gavekal,mwatson@evergreengavekal.com,,
10854129,Inactive Investor,Stephen Speake,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",stephen.speake@schwab.com,,Salesforce
10766645,Inactive Investor,Thomas Belisari,Financial Planner;Wealth Manager,"Key Financial, Inc. West Chester PA 1560 McDaniel Dr",tjbelisari@keyfinancialinc.com,,Salesforce
3618822,,Hüseyin Kahraman,,,kahramanlar17@hotmail.com,,Web Form Fillout
10829016,Inactive Investor,Bryan Lavender,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10494600,,Michael Noel,"Chief Compliance Officer, President, Secretary","Taylor Stephens, Inc.",mnoel@taylorstephens.com,,List import
10771933,Inactive Investor,Michael Palella,Financial Advisor,Edward Jones Carol Stream IL Private Residence,michael.palella@edwardjones.com,,Salesforce
11066306,Inactive Investor,Eric Cantrell,,"Cambridge Investment Research, Inc. Warrior AL Private Residence",,,Salesforce
10488095,,Barrett Bruce,"Chief Compliance Officer, General Counsel, Secretary",SunTx Capital Management Corp.,bbruce@suntx.com,,List Import
11071809,Inactive Investor,Devin Parkinson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9594341,,Debby Kuenstner,,,mgrinfo@wellesley.edu,,List import
11091291,Inactive Investor,Zachary Hansen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10849207,Inactive Investor,Delia Fernandez,Financial Planner;Investment Advisor;Owner;Principal,"Fernandez Financial Advisory, LLC",delia@fernandezllc.com,,Salesforce
11185212,Inactive Investor,John Tyler,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",john_tyler@ml.com,,Salesforce
11100192,Inactive Investor,Daenna Tarullo,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,daenna.tarullo@ubs.com,,Salesforce
10921401,Inactive Investor,Tyler Ares,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Fresh Bread Investments, LLC Weston FL 1555 Bonaventure Blvd",tyler@freshbreadinvest.com,,Salesforce
11211359,Inactive Investor,Raquel Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rjackson@tiaa-cref.org,,Salesforce
10885412,Inactive Investor,Derek Thain,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,derek.thain@fidelity.com,,Salesforce
10961010,Inactive Investor,Raymond Keys,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
334260,,Emily Christian,,Mercer Global Advisors Inc.,echristian@merceradvisors.com,,
119539,,Michael Morris,"Chief Executive Officer, Founding Principal, Managing Member",Naples Global Advisors,m.morris@naplesglobaladvisors.com,239-776-7901,
9576493,,Meghan Houck,,,houck.meghan@principal.com,,List import
10761968,Inactive Investor,Paul Forrester,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",paul.forrester@ml.com,,Salesforce
342116,,Randall Resulma,,,cryptoatlanta@blockchainatl.com,,
11079205,Inactive Investor,Leah Burke,,LPL Financial LLC Dublin OH 6065 Frantz Rd,leah.burke@lpl.com,,Salesforce
11122028,Inactive Investor,Malcolm Keers,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",keersm@stifel.com,,Salesforce
9591262,,Julia Zanin,,,julia.zanin@hotmail.fr,,List import
10870497,Inactive Investor,Todd Sexton,Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",todd.sexton@nm.com,,Salesforce
10804949,Inactive Investor,Kevin Plank,,"Cambridge Investment Research, Inc. Westlake OH 24610 Detroit Rd",,,Salesforce
10781927,Inactive Investor,Timothy Craig,,"Crews & Associates, Inc.",tcraig@crewsfs.com,,Salesforce
11157309,Inactive Investor,Thomas Adams,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Enfield CT 1699 King St",,,Salesforce
11255534,Inactive Investor,Gerwin De Haan,Account Executive,Advanced Portfolio Strategies,gdehaan@advancedportfolios.com,,Salesforce
10758455,Inactive Investor,Peter Strope,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Canonsburg PA 4000 Town Center Way,peter.strope@ubs.com,,Salesforce
240219,,Owen Parr,,Snowden Lane Partners,oparr@snowdenlane.com,305-774-0614,Database Upload
9585441,,Kashif Raza,,,contact@bitinning.com,,List import
10899467,Inactive Investor,Colin Prince,Financial Advisor,TD Capital Management LLC,cprince@tdcmllc.com,,Salesforce
11184718,Inactive Investor,Kenneth Biebel,,A.G.P / Alliance Global Partners,kbiebel@allianceg.com,,Salesforce
10770174,Inactive Investor,Dixie Yeck,Portfolio Associate;Senior Client Service Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,dixie.yeck@morganstanley.com,,Salesforce
11195336,Inactive Investor,James Lohse,,"Cambridge Investment Research, Inc. Lombard IL 555 E Butterfield Rd",,,Salesforce
10891681,Inactive Investor,Justin Howard,,Fidelity Brokerage Services LLC Palm Coast FL Private Residence,justin.howard@fmr.com,,Salesforce
10794408,Inactive Investor,Fowler Cary,Chief Investment Officer;President,"CCM Investment Advisers, LLC",fowler@ccminc.com,,Salesforce
10884654,Inactive Investor,Jay Lupica,Senior Wealth Advisor,"The Colony Group, LLC",jlupica@thecolonygroup.com,,Salesforce
349036,,Christopher Mitchell,Vice President,Spectrum Equity,cmitchell@spectrumequity.com,617-464-4600,Manual List Upload
10908726,Inactive Investor,Travis Minegar,Financial Advisor,"Mutual of Omaha Investor Services, Inc. La Crosse WI 100 Harborview Plz",travis.minegar@mutualofomaha.com,,Salesforce
10975816,Inactive Investor,Leah Mead,,"Avantax Investment Services, Inc.",,,Salesforce
7336241,,numi jaki,,,dofep46105@necktai.com,,Web Form Fillout
11069432,Inactive Investor,Jay Stenzel,Financial Planner,Commonwealth Financial Network Great Falls MT 21 3rd St N,jstenzel@commonwealth.com,,Salesforce
10855841,Inactive Investor,Wayne Gilbert,Financial Representative,"Osaic Wealth, Inc. Davis CA 1260 Lake Blvd",wgilbert@royalaa.com,,Salesforce
10788780,Inactive Investor,Christopher Townson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christopher.townson@fidelity.com,,Salesforce
10978969,Inactive Investor,Ranoush Hakobian,,PFS Investments Inc. Glendale CA 412 W Broadway,rhakobian@primerica.com,,Salesforce
235293,, -,,[[Unknown]],ste.nardini@gmail.com,,Organic Search
11062670,Inactive Investor,Howard Underwood,,"Wells Fargo Clearing Services, LLC",howard.underwood@wellsfargoadvisors.com,,Salesforce
9623837,,Sergio Schmolt,,,info@doktorbitcoin.de,,List import
10982930,Inactive Investor,Denise Vives,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10952964,Inactive Investor,Spencer Williams,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
11025638,Inactive Investor,Lynne Robinson,,"B.B. Graham & Company, Inc. Allentown PA 1337 W Hamilton St",,,Salesforce
11255139,Inactive Investor,Paul Guidry,Investment Advisor Representative,Summit Financial Wealth Advisors Metairie LA 433 Metairie Rd,paul@summit-financial.com,,Salesforce
9585300,,Rachel Schatten,,,rschatten@scpny.com,,List import
10758929,Inactive Investor,Karen Henke,Financial Advisor;Senior Wealth Management Client Associate;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",karen_henke@ml.com,,Salesforce
11013173,Inactive Investor,Alicia Pehrson,,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,apehrson@primerica.com,,Salesforce
11077759,Inactive Investor,Derek Shaw,Financial Advisor,Edward Jones Bronson MI 215 W Chicago St,derek.shaw@edwardjones.com,,Salesforce
9605222,,Fred Bacani,,,fbacani@veritablelp.com,,List import
10488410,,Robert Denton,"Senior Portfolio Analyst, Vice President",Rockefeller Financial LLC,bdenton@rockco.com,,List Import
10873861,Inactive Investor,Brian Copas,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
237095,, -,,[[Unknown]],charcharrroberts4@gmail.com,,Advertising
10863050,Inactive Investor,Christopher King,Financial Advisor;Financial Professional,"MML Investors Services, LLC Hollywood MD Private Residence",chrisking@financialguide.com,,Salesforce
246269,,Not Provided,Associate General Counsel,"MoneyGram International, Inc.",cryan@moneygram.com,,Manual List Upload
10938684,Inactive Investor,William Smith,,"Raymond James Financial Services, Inc. Branford CT 173 Montowese St",,,Salesforce
11051390,Inactive Investor,Zachary Gerrells,,"Dempsey Lord Smith, LLC Dawsonville GA 900 Old Dawson Village Rd E",zachary.gerrells@dempseyi.com,,Salesforce
153980,,Marek Havlí?ek,,Marek HavlÃ­Ä?ek,mara.havlicek@gmail.com,,
10863298,Inactive Investor,Alan Bastian,Partner,"Loveland & Bastian Financial Services Group, LLC",,,Salesforce
11171124,Inactive Investor,Matthew Hawkins,Chief Compliance Officer;Managing Member;Portfolio Manager,"Hawkins Investment Counsel, LLC",mhawkins@hawkinscounsel.com,,Salesforce
10921589,Inactive Investor,Ivan Palacino,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
10965574,Inactive Investor,Zachary Holmes,,J.P. Morgan Securities LLC Coppell TX 134 N Macarthur Blvd,zachary.holmes@ml.com,,Salesforce
10982966,Inactive Investor,Ryan Peckskamp,Advisor,"NorthRock Partners, LLC",ryan.peckskamp@northrockpartners.com,,Salesforce
10782092,Inactive Investor,Justin Glucksman,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,justin.glucksman@ubs.com,,Salesforce
10982078,Inactive Investor,Geoffrey Fellows,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,"Embarcadero Capital Advisors, Inc.",,,Salesforce
10611815,,Roain Saunders,Wealth Advisor,,rsaunders@merceradvisors.com,,List import
83621,,David Meyer,"Chief Executive Officer, Senior Investment Officer",Monarch Capital Management Inc,dmeyer@monarchcapitalmgmt.com,260-422-2765,Manual List Upload
11179926,Inactive Investor,Julian Garratt,,Perella Weinberg Partners LP,gjulian@pwpartners.com,,Salesforce
45644,,Julie Schaeffer,"Head - Institutional Marketing, Institutional Marketing Manager",William Blair,jschaeffer@williamblair.com,312-364-8416,
11123549,Inactive Investor,Nasser Issa,,"Ameriprise Financial Services, LLC Miami FL 2 Alhambra Plz",nasser.issa@ampf.com,,Salesforce
10819344,Inactive Investor,Belinda Garibay,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,belinda.garibay@jpmorgan.com,,Salesforce
11075708,Inactive Investor,Brandon Dylan Apostol,Relationship Banker,J.P. Morgan Securities LLC Minneapolis MN 3800 Silver Lake Rd NE,,,Salesforce
11141392,Inactive Investor,Jeremy Jordan,,PFS Investments Inc. Jackson MS 2189 Henry Hill Dr,jjordan@primerica.com,,Salesforce
9547463,,H Lm,,,alexihal@protonmail.com,,List import
372587,,Scott Alcus,,United States,nyccane@gmail.com,,Salesforce
333314,,Lanny Thorndike,President,Choate Investment Advisors,lthorndike@choateia.com,617-973-4900,Manual List Upload
221062,,Madeline Blankenship,,[Unknown],mblankenship1215@gmail.com,,Direct
10871089,Inactive Investor,Carsten Wellemsen,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,carsten.wellemsen@ubs.com,,Salesforce
11184046,Inactive Investor,William Green,,PFS Investments Inc. Chicago IL 9510 S Constance Ave,william.green@primerica.com,,Salesforce
174165,,Kaysan Nikkhah,,[Unknown],kn@edinv.com,,Organic Search
10928502,Inactive Investor,Christopher Anderson,Financial Advisor,Edward Jones Bristow OK 206 S Main St,christopher.l.anderson@edwardjones.com,,Salesforce
10834604,Inactive Investor,David Locke,Family Wealth Director;Senior Vice President;Wealth Advisor,Morgan Stanley Providence RI 1 Financial Plz,david.locke@morganstanley.com,,Salesforce
10865933,Inactive Investor,Ronald Haskell,,State Farm VP Management Corp. Anderson SC 302 N Main St,ronaldhaskell@statefarm.com,,Salesforce
9582304,,Matthew Philips,,,matthew.philips@fmr.com,,List import
11218791,,Claire Carter,,,claire.carter@ubs.com,,Other
10925667,Inactive Investor,John Wingo,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Wingo Asset Management, LLC",,,Salesforce
10950276,Inactive Investor,Shannon Lokey,,State Farm VP Management Corp. Harrisonburg VA 1741 Erickson Ave,,,Salesforce
10859225,Inactive Investor,Karim Ahamed,Partner,Cerity Partners LLC Chicago IL 320 S Canal St,kahamed@hpmpartners.com,,Salesforce
11062354,Inactive Investor,David Madanat,Chief Compliance Officer;Principal,Madanat Financial Services,,,Salesforce
10756316,Inactive Investor,Russell Barnard,Consulting Group Analyst;Financial Advisor,Morgan Stanley Nashville TN 3102 West End Ave,russell.barnard@morganstanley.com,,Salesforce
10924806,Inactive Investor,Michael Goldammer,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",michael.goldammer@ampf.com,,Salesforce
10788866,Inactive Investor,Benjamin Dollard,Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Midland MI 1152 James Savage Rd",benjamin.r.dollard@ampf.com,,Salesforce
10937235,Inactive Investor,John Denham,Wealth Advisor,"Magnate Advisory Services, LLC",sterling.denham@magnatewealth.com,,Salesforce
10661854,,Mark Kollar,,,mark@kwainvest.net,,List Import
10966448,Inactive Investor,Joseph Gaviria,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",joseph.gaviria@equitable.com,,Salesforce
11207930,Inactive Investor,Sophia Fletcher,,Morgan Stanley,,,Salesforce
11086641,Inactive Investor,Satoru Asato,,"Raymond James Financial Services, Inc. Minneapolis MN 8300 Norman Center Dr",satoru.asato@raymondjames.com,,Salesforce
11114332,Inactive Investor,Drew Prescott,,Cetera Financial Specialists LLC Troy NY 451 Hoosick St,,,Salesforce
11187390,Inactive Investor,Jaime Goubeaux,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 250 W Old Wilson Bridge Rd",jaime.l.goubeaux@ampf.com,,Salesforce
11007568,Inactive Investor,Joseph Schmitt,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",joseph.schmitt@nm.com,,Salesforce
11197417,Inactive Investor,Sherrie Stalzer,,Newbridge Securities Corporation,sstalzer@newbridgesecurities.com,,Salesforce
10965677,Inactive Investor,Jonathan Rossi,,LPL Financial LLC Honolulu HI 505 Ward Ave,jonathan.rossi@lpl.com,,Salesforce
11055958,Inactive Investor,Dustin Galvan,,"SMART Wealth, LLC",dustin.galvan@retiresmartllc.com,,Salesforce
11053960,Inactive Investor,David Dattilio,Managing Director,"Dattilio & Ash Capital Management, LLC",d.dattilio@dattilioash.com,,Salesforce
10819359,Inactive Investor,Jafet Rodriguez,Private Banker,"Popular Securities, LLC Santurce PR Roberto H. Todd",,,Salesforce
9610671,,Ron Douglas,,,rondouglas007@comcast.net,,List import
10944695,Inactive Investor,Cameron Cornali,Financial Advisor,Edward Jones Richardson TX 100 N Central Expy,cameron.cornali@edwardjones.com,,Salesforce
11219436,,Matthew Inman,,,minman@franklin-street.com,,Other
11045625,Inactive Investor,Fatima Teos,,Jefferies LLC Stamford CT 1 Station Pl,fteos@jefferies.com,,Salesforce
10954669,Inactive Investor,Paul Feigenbaum,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",pfeigenbaum@financialguide.com,,Salesforce
10991229,Inactive Investor,Marina Pelren,Supervisory Principal,"Northwestern Mutual Investment Services, LLC",,,Salesforce
6674261,,Muhammad Aslam,,,aslamkh8008@gmail.com,,Web Form Fillout
9547239,,Keith Vance,,,keith.vance@fidelity.com,,List import
11050942,Inactive Investor,Thomas Sjoberg,,Twin Cities Retirement Group,thomas@twincitiesretirementgroup.com,,Salesforce
10762096,Inactive Investor,David Walker,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",,,Salesforce
9602591,,Patrick Trotter,,,keyslowcool1@gmail.com,,List import
10790542,Inactive Investor,Cheryl Grandfield,Founder;Member;Principal,"Grandfield & Dodd, LLC",cheryl@grandfield-dodd.com,,Salesforce
9585772,,Michael Sirianno,,,m.sirianno@fi.com,,List import
11019135,Inactive Investor,Omni Hastye,,J.P. Morgan Securities LLC Denton TX 2310 Colorado Blvd,omni.hastye@jpmorgan.com,,Salesforce
10486554,,Stephen Harris,,Cetera Investment Advisers LLC,harriss@ceteranetworks.com,,List Import
11177929,Inactive Investor,Robert Fleck,Financial Advisor,Edward Jones Yucca Valley CA 57370 29 Palms Hwy,robert.fleck@edwardjones.com,,Salesforce
10487627,,Francis Judge,Private Wealth Advisor,"Ameriprise Financial Services, LLC",francis.k.judge@ampf.com,,List Import
11190278,Inactive Investor,Erin Carpenter,Senior Private Client Associate,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,emcarpenter@janney.com,,Salesforce
11142016,Inactive Investor,Amber Herr,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,aherr@primerica.com,,Salesforce
9611568,,Nicole Ricciardi,,,nicole@dacfp.com,,List import
11070425,Inactive Investor,Anthony Jones,Director - Research,"Alpha Investment Consulting Group, LLC",tjones@alpha-investment.com,,Salesforce
1987966,,Justin Tucker,,[Unknown],tuckersrealtyservices@gmail.com,,
10777374,Inactive Investor,David Lando,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",david.lando@wellsfargoadvisors.com,,Salesforce
11104435,Inactive Investor,Anthony Beharry,,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",,,Salesforce
10880240,Inactive Investor,Sara Gelsheimer,Senior Wealth Manager,"Plancorp, LLC",sara@plancorp.com,,Salesforce
11169746,Inactive Investor,Wallace King,Associate Financial Advisor,Davenport & Company LLC,,,Salesforce
10974281,Inactive Investor,Jonathan Michael,,"Cambridge Investment Research, Inc. Chester MD 2702 Cox Neck Rd",jmichael@cambridgeresource.com,,Salesforce
10812506,Inactive Investor,Melvin Fisher,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,melvin.d.fisher@jpmorgan.com,,Salesforce
10821071,Inactive Investor,Michael Fay,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,michael.fay.jr@morganstanley.com,,Salesforce
10878427,Inactive Investor,Kyle Tomik,Financial Advisor,"Wells Fargo Clearing Services, LLC Novato CA 1590 Grant Ave",kyle.tomik@wellsfargoadvisors.com,,Salesforce
10925416,Inactive Investor,Christopher Hurst,Chief Compliance Officer;Managing Member,Oak Mountain Advisors,churst@oakmtnadvisors.com,,Salesforce
11000147,Inactive Investor,Brent Ryals,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10645446,,Mary Josephs,,,mary@verit.com,,List import
11191676,Inactive Investor,Nicholas Carriello,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",nicholas_m_carriello@ml.com,,Salesforce
9601359,,Anastasia Kowal,,,akowal@capitalpartners.com,,List import
10618122,,Edward Thompson,,,ed.thompson@rsmus.com,,List Import
9607144,,Lukas Wirth,,,l.wirth.wirth@gmail.com,,List import
10848169,Inactive Investor,Chad Defife,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,chad.defife@fidelity.com,,Salesforce
10487736,,Jordan Bastable,"Managing Member, Partner, Regulatory Contact",LWO LLC,jordan@lwopps.com,,List Import
10833692,Inactive Investor,Henry Gibson,President,Oxford Capital Management,,,Salesforce
11062515,Inactive Investor,George Riley,,PFS Investments Inc. Union NJ 1767 Morris Ave,george.riley@primerica.com,,Salesforce
10911641,Inactive Investor,Casey George,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",casey.c.george@nm.com,,Salesforce
11018059,Inactive Investor,Brittany Boma,,"Joseph Eden Capital, LLC",,,Salesforce
242139,,Sean Mackenzie,"EVP, Wealth Business Unit Risk Manager",Truist,sean.mackenzie@truist.com,,Event
10944261,Inactive Investor,Kelsey Hunter,,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
10892594,Inactive Investor,Delta Jones-Walker,,"Osaic Wealth, Inc. Highland IN 3801 Ridge Rd",,,Salesforce
9626462,,Constantine Loh,,,lohconstantine@gmail.com,,List import
10757851,Inactive Investor,Raymond Bryan,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Saratoga Springs NY 60 Railroad Pl,rbryan@janney.com,,Salesforce
11100786,Inactive Investor,Theresa Dunnebier,,LPL Financial LLC Westborough MA 1500 W Park Dr,theresa.dunnebier@lpl.com,,Salesforce
11011432,Inactive Investor,Sylvia Elkins,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,sylviaanniseelkins@primerica.com,,Salesforce
10531805,,Jake Newcomb,Wealth Management Advisor,Blackwood Financial Group,jnewcomb@blackwoodfg.com,3346509786,List Import
9572609,,James Murphy,,,jamesls6969@yahoo.com,,List import
9624828,,Brian Fischer,,,brianf1972@yahoo.com,,List import
10783283,Inactive Investor,Max Young,Assistant Vice President;International Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",leuiking_young@ml.com,,Salesforce
9643257,,guy fukunaga,,,guyfukunaga@yahoo.com,,List import
10803750,Inactive Investor,Paisley Wessel,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Raleigh NC 3600 Glenwood Ave,pwessel@rwbaird.com,,Salesforce
11220813,,Tracy Cohen-Mcluckie,,,tcohen-mcluckie@nationalsecurities.com,,List Import
10775738,Inactive Investor,Brian Case,Managing Director;Portfolio Manager,Neuberger Berman BD LLC,bcase@nb.com,,Salesforce
10488309,,Mark Schlueter,"Chief Compliance Officer, Managing Member, Managing Partner, Regulatory Contact",Sagefield Investment Group LP,mark.schlueter@sagefield.com,,List Import
339718,,Casey Moore,Executive Committee,Doubleline Equity Lp,casey.moore@doubleline.com,813-791-7333,Manual List Upload
11134744,Inactive Investor,Kevin Murphy,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11108422,Inactive Investor,Janette Neal,Financial Consultant,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",janette.neal@wellsfargoadvisors.com,,Salesforce
11141175,Inactive Investor,Ariel Andrews-Nolan,Associate Advisor,Meyers Financial Services,ariel@meyersfinancial.com,,Salesforce
11201303,Inactive Investor,Daniel Oconnell,,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",oconnell.daniel@principal.com,,Salesforce
11205008,Inactive Investor,William Gelegotis,Senior Vice President,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",william.gelegotis@raymondjames.com,,Salesforce
10955305,Inactive Investor,Sean Ryan,,"Equitable Advisors, LLC Daytona Beach FL 149 S Ridgewood Ave",,,Salesforce
9606626,,Dennis Davis,,,davde.avis@gmail.com,,List import
11024964,Inactive Investor,Peter Quigley,,Lincoln Investment Augusta ME 6 E Chestnut St,pquigley@lincolninvestment.com,,Salesforce
10754492,Inactive Investor,Teresa Woolery,Client Associate,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",teresa.woolery@wellsfargoadvisors.com,,Salesforce
9647211,,Brian Kim,,,brianykim1@gmail.com,,List import
9589873,,Dean McBeth,,,dmcbeth@madisonplanning.com,,List import
9613365,,Miles Beatty,,,mbeatty@allstate.com,,List import
11005170,Inactive Investor,Frank Cooney,,J.P. Morgan Securities LLC Southfield MI 28660 Northwestern Hwy,frank.cooney@chase.com,,Salesforce
10830433,Inactive Investor,Elizabeth Bauman,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11058732,Inactive Investor,Stephen Robinson,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",srobinson@truist.com,,Salesforce
10876319,Inactive Investor,Candace Huston,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10797005,Inactive Investor,Daniel Zoll,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",dan.zoll@nm.com,,Salesforce
10815624,Inactive Investor,Dylan Minor,Chief Investment Officer;Chief Strategist;Managing Member,"Omega Financial Group, LLC",dylan.minor@omegafingroup.com,,Salesforce
11116556,Inactive Investor,Oussama Fatri,,Goldman Sachs & Co.,oussama.fatri@gs.com,,Salesforce
11062961,Inactive Investor,Stuart Vaughn,,"Osaic Wealth, Inc. Chattanooga TN 2120 Northgate Park Ln",,,Salesforce
9565189,,Jason Richert,,,jason.richert@mckaywealth.com,,List import
10901606,Inactive Investor,Katherine Schaefer,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
10987914,Inactive Investor,Trent Seybold,,"Osaic Wealth, Inc. Calabasas CA 24025 Park Sorrento",,,Salesforce
10837231,Inactive Investor,Jeffrey Redman,,Cetera Advisor Networks LLC Maumee OH 1745 Indian Wood Cir,jeffrey.redman@ceterawealth.com,,Salesforce
11056884,Inactive Investor,Christine Jaun,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,christine.jaun@ubs.com,,Salesforce
10940160,Inactive Investor,Gregory Hince,,"P.J. Robb Variable, LLC Saint Petersburg FL Private Residence",,,Salesforce
11236977,Inactive Investor,James Donnelly,Investment Advisor,Valley Financial Group,jim@valleyfinancial.com,,Salesforce
9568056,,DR. ROBERT Shafer,,,rshafer1@goeaston.net,,List import
10925688,Inactive Investor,Stacy Davis,,United Advisor Group Springfield MO 3809 S Greystone Ct,,,Salesforce
9635196,,Nicholas Lawler,,,nick.lawler@50southcapital.ntrs.com,,List import
11098954,Inactive Investor,Douglas Hester,,"Raymond James Financial Services, Inc. Jackson MS 4785 Old Canton Rd",doug.hester@raymondjames.com,,Salesforce
9570274,,Joel Yanowitz,,,yanowitz@aol.com,,List import
10487432,,Frank Precht,,GFN Capital Management,fprecht@glazerfinancial.com,,List Import
11127034,Inactive Investor,John Kimmons,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bristol TN 500 State St",john_kimmons@ml.com,,Salesforce
10898227,Inactive Investor,Nicholas Okon,,Goldman Sachs & Co.,,,Salesforce
11144564,Inactive Investor,Russell Vaillancourt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,russell.vaillancourt@fidelity.com,,Salesforce
238188,, -,,[[Unknown]],suraprinta@gmail.com,,
10803819,Inactive Investor,Westley Yamasaki,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",westley.yamasaki@wellsfargoadvisors.com,,Salesforce
11200859,Inactive Investor,John Ginn,Member,Parable Wealth Advisors,john@parableadvisors.com,,Salesforce
11199998,Inactive Investor,Joshua Benedict,Financial Advisor,"Sequent Planning, LLC Fort Collins CO 155 Boardwalk Dr",joshua@sequentplanning.com,,Salesforce
11012018,Inactive Investor,Nathan O'Connell,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",,,Salesforce
11015676,Inactive Investor,Stephen Fisher,,PFS Investments Inc. Gaithersburg MD 811 Russell Ave,stephen.fisher@primerica.com,,Salesforce
85617,,Tony Yang,,Newlight Partners,tonytx94@gmail.com,2158587368,Organic Search
241750,,Robert Soto,,[Unknown],rsoto@cvent.com,,Event
236151,, -,,[[Unknown]],thbenton@msn.com,,
11156343,Inactive Investor,John Spooner,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Boston MA 28 State St,john.spooner@morganstanley.com,,Salesforce
10775503,Inactive Investor,Alan Gibbs,Senior Director - Investments,Oppenheimer & Co. Inc. San Francisco CA 580 California St,alan.gibbs@opco.com,,Salesforce
11077147,Inactive Investor,Jalon OConnell Morton,,"Centaurus Financial, Inc. Burbank CA 3500 W Olive Ave",,,Salesforce
11151630,Inactive Investor,Paul Bello,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC West Harrison NY 4 Westchester Park Dr",paul.bello@tiaa.org,,Salesforce
11032368,Inactive Investor,Eric Summers,,J.P. Morgan Securities LLC Springfield IL 531 E Washington St,eric.d.summers@chase.com,,Salesforce
10791084,Inactive Investor,Matthew Lynch,,Fidelity Brokerage Services LLC,,,Salesforce
10783039,Inactive Investor,Julie Keithline,,"Benjamin F. Edwards & Company, Inc. Leawood KS 5250 W 116th Pl",julie.keithline@benjaminfedwards.com,,Salesforce
10853350,Inactive Investor,Jan Grobstein,,"Raymond James Financial Services, Inc. Boca Raton FL 301 NE 51st St",jan.grobstein@raymondjames.com,,Salesforce
10784011,Inactive Investor,Brian Winter,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,bjwinter@ft.newyorklife.com,,Salesforce
11153123,Inactive Investor,Carter Harrell,,State Farm VP Management Corp. Leitchfield KY 1901 Elizabethtown Rd,carter.harrell.sm5c@statefarm.com,,Salesforce
337655,,Robert Dimase,Director,Sentinel Pension Advisors Inc,robert.dimase@sentinelgroup.com,781-914-1450,Manual List Upload
10909138,Inactive Investor,Diane Stegall,,MWA Financial Services Inc. Royse City TX 106 E Main St,diane.stegall@mwarep.org,,Salesforce
194739,,Min yound Kwak,,[Unknown],k_0128@naver.com,,source
11101554,Inactive Investor,Michael Kauffelt,Co-Chief Investment Officer;Partner,"Bill Few Associates, Inc.",mkauffelt@billfewassociates.com,,Salesforce
9555064,,James Ennis,,,jennis@focusfinancial.com,,List import
11230937,Inactive Investor,Ezekiel Donner,,"Raymond James Financial Services, Inc. Odessa TX 1921 E 37th St",,,Salesforce
10868837,Inactive Investor,Andrew Walker,Managing Director of Investment Strategy,"Cambridge Investment Research, Inc. Henrico VA 2550 Gaskins Rd",,,Salesforce
10814367,Inactive Investor,Richard Ferguson,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Athens GA 394 Milledge Ave",dick.ferguson@stifel.com,,Salesforce
11181487,Inactive Investor,Christopher Stanton,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Littleton CO 8441 W Bowles Ave",christopher.stanton@usbank.com,,Salesforce
11002439,Inactive Investor,Pin Lai,,Integral Financial LLC,,,Salesforce
11204456,Inactive Investor,Alphonsus Beckett,,PFS Investments Inc. Chalfont PA 31 Oak Ave,abeckett.iii@primerica.com,,Salesforce
11148694,Inactive Investor,Thomas Hurley,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",thomas_hurley@ml.com,,Salesforce
11148162,Inactive Investor,Yasmany Baldriche,Client Service Associate,Morgan Stanley Miami FL 220 Alhambra Cir,yasmany.baldriche@morganstanley.com,,Salesforce
9569650,,Luke Somers,,,luke.somers@citadel.com,,List import
10656596,,Myra Perez,,,mreyes@wintrustwealth.com,,List Import
9540753,,Dolev Kenn,,Orbs Ltd.,dolev@orbs.com,,3rd Party Lead Gen
9596182,,Sanjay Popli,,,sanjay.popli23@gmail.com,,List import
11103472,Inactive Investor,Benjamin Hiers,Chief Operating Officer;President,"Northeast Planning Associates, Inc.",bhiers@northeastplanning.com,,Salesforce
11080025,Inactive Investor,Luis Caceres Sosa,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",lcaceres@ml.com,,Salesforce
11122394,Inactive Investor,Wendy Almaraz,,J.P. Morgan Securities LLC Las Vegas NV 6430 W Lake Mead Blvd,wendy.almaraz@chase.com,,Salesforce
10932408,Inactive Investor,Betsy Rogers,,LPL Financial LLC Vacaville CA 3333 Vaca Valley Pkwy,betsy.rogers@lpl.com,,Salesforce
11203906,Inactive Investor,Patrick Sullivan,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10753277,Inactive Investor,John Wackowski,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",john.wackowski@wellsfargoadvisors.com,,Salesforce
11006830,Inactive Investor,Haxiel Neriah Yisrael,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,hyisrael@primerica.com,,Salesforce
10487362,,Aubrey Blasko,"Client Service Associate, Senior Wealth Strategy Associate, Wealth Strategy Associate",UBS Financial Services Inc.,aubrey.bolduc@ubs.com,,List Import
11041140,Inactive Investor,Veronica Fields,,PFS Investments Inc. Mayfield KY 1325 State Rte 45 N,veronica.fields@primerica.com,,Salesforce
337698,,Albert Messina,Managing Director,Silvercrest Asset Management Group Llc,amessina@silvercrestgroup.com,212-649-0600,Manual List Upload
11156922,Inactive Investor,Juan Preciado,Financial Planner,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",juan.preciado@equitable.com,,Salesforce
9603680,,Myles Hathorn,,,catscratchrocks@gmail.com,,List import
10895629,Inactive Investor,Austin Sweerus,Chief Compliance Officer,Fortis Group Advisors LLC Colts Neck NJ 9 Professional Cir,austin.sweerus@fortisgroupadvisors.com,,Salesforce
10931741,Inactive Investor,Cale Wingfield,,PFS Investments Inc. Meridian ID 429 SW 5th Ave,cale.wingfield@primerica.com,,Salesforce
9567972,,Jeffrey Atkin,,,atkin@kkra.com,,List import
11205772,Inactive Investor,Scott Ayers,Agent,"OneAmerica Securities, Inc. Carmel IN 1980 E 116th St",,,Salesforce
163615,,Nicolae Doca,,[Unknown],nicolae.doca@gmail.com,,
11203975,Inactive Investor,Mark Bernazzani,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Managing Member,"My Personal CFO, LLC",mark@mypcfo.com,,Salesforce
11238363,Inactive Investor,Lukas Arnerich,,"Sageview Advisory Group, LLC",larnerich@sageviewadvisory.com,,Salesforce
10863273,Inactive Investor,Gary Gould,Managing Member;Member;Partner;Regulatory Contact,"Gould Capital, LLC",gary.gould@gouldcapital.net,,Salesforce
11006116,Inactive Investor,Jesse Oliver,,"Burch & Company, Inc",,,Salesforce
11204007,Inactive Investor,John Whitehead,Managing Principal;Regulatory Contact,JMAC Enterprises LLC Miami Beach FL 1815 Purdy Ave,,,Salesforce
9625189,,Todd Bradshaw,,,todd.bradshaw82@gmail.com,,List import
10831827,Inactive Investor,Thomas Weil,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fresno CA 7112 N Fresno St",,,Salesforce
10872975,Inactive Investor,Trenton Mason,,Park Avenue Securities LLC Irvine CA 2875 Michelle,trenton_mason@glic.com,,Salesforce
9644966,,Richard Brownstein,,,richard.brownstein@alontrus.com,,List import
9546415,,Jordan Weide,,,jordan.weide@hotmail.com,,List import
11076757,Inactive Investor,Michael Marshall,Managing Member;Vice President,"Kuhn & Company Investment Counsel, LLC",michaelm@kuhnandcompany.com,,Salesforce
7079886,,Chima Doski,,,chimadoski900@gmail.com,,Web Form Fillout
9635538,,Matthew Kaelin,,,mkaelin@roarkcapital.com,,List import
10814187,Inactive Investor,Brian Rowley,Business Coordinator;Sales Associate,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",brian.rowley@raymondjames.com,,Salesforce
10901121,Inactive Investor,Eduardo Galvan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
351159,,Erin Capps,"COO, Director, Compliance","Collegiate Capital Management, Inc.",ecapps@collegiatecapital.com,919-838-0101,Manual List Upload
9557413,,Melissa Holden,,,melissardalton@hotmail.com,,List import
11055260,Inactive Investor,Catina Risper,Financial Advisor,"Hornor, Townsend & Kent, LLC Katy TX 2610 Village Oak Dr",catina.risper@htk.com,,Salesforce
10899081,Inactive Investor,Naledi Motshegwe,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",naledi.motshegwe@ml.com,,Salesforce
9626930,,sandra giffels,,,sandragiffels5@gmail.com,,List import
22279,,Peggy -,,[Unknown],wagonerpd@aol.com,,
11105588,Inactive Investor,Chris Stewart,,"Cambridge Investment Research, Inc. Wood River NE 116 E 9th St",,,Salesforce
11234079,Inactive Investor,Nicole Guimonds,,Stirlingshire Investments,,,Salesforce
10959267,Inactive Investor,Blake Shill,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,blake_shill@vanguard.com,,Salesforce
224579,,Melinda Dreith,,[Unknown],mindy.dreith@gmail.com,,Direct
9551457,,Nafeng Hioe,,,nafeng.hioe@transamerica.com,,List import
10769531,Inactive Investor,James Combest,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Lubbock TX 4401 82nd St,j.paul.combest@morganstanley.com,,Salesforce
10989350,Inactive Investor,Kenneth Rousseau,,"Burch & Company, Inc",,,Salesforce
10891845,Inactive Investor,Samantha Tollett,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",samantha.tollett@ml.com,,Salesforce
11064130,Inactive Investor,Agam Sharma,,"Northern Trust Securities, Inc. Stamford CT 300 Atlantic St",a.sharma@northerntrust.com,,Salesforce
10868441,Inactive Investor,Patrick Ratz,Wealth Management Advisor,"World Investments, Inc.",pratz@tfsweb.com,,Salesforce
9636180,,Nicholas Corrado,,,ncorrado@bersonandcorrado.com,,List import
11200585,Inactive Investor,Edward Jordan,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,ed.jordan@morganstanley.com,,Salesforce
11162397,Inactive Investor,Bryson Fisher,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,bryson_fisher@vanguard.com,,Salesforce
11034022,Inactive Investor,Edward Rountree,Wealth Advisor,Corient Cincinnati OH 4030 Smith Rd,edward.rountree@corient.com,,Salesforce
338430,,Jeffery Swank,,[Unknown],swank123@att.net,,Event
11210725,Inactive Investor,Jake Pannell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jake.pannell@fmr.com,,Salesforce
10983657,Inactive Investor,Peter Knoer,Financial Advisor;Vice President,"Bogart Wealth, LLC Houston TX 820 Gessner Rd",pknoer@bogartwealth.com,,Salesforce
10811273,Inactive Investor,Daniel Hazewski,,LPL Financial LLC Glens Falls NY Private Residence,daniel.hazewski@lpl.com,,Salesforce
11159006,Inactive Investor,Shelley Scalise,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,shelley.scalise@fmr.com,,Salesforce
9546551,,Jerome Sanders,,,sanders.jerome@principal.com,,List import
10934215,Inactive Investor,Miriam Edwards,Chief Operating Officer;Regulatory Contact,"Wealth Management Advisors, LLC",,,Salesforce
9605949,,Rachel Gladstone,,,rg@irrgroup.com,,List import
9627414,,Sonia Hung,,,sonia.hung@eurexchange.com,,List import
10929262,Inactive Investor,Marianela Silva,Financial Advisor,LPL Financial LLC Orange CA 1045 W Katella Ave,marianela.silva@lpl.com,,Salesforce
113193,,Joshua Dewitt,,Fidelity Personal and Workplace Advisors,joshua.dewitt@fidelity.com,,
10992187,Inactive Investor,Kyle Jones,Divisional Manager,PFS Investments Inc. Miamisburg OH 9039 Springboro Pike,,,Salesforce
10871468,Inactive Investor,Flavio Tellechea Cairoli,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10886990,Inactive Investor,Terence Beecher,,"Etico Partners, LLC",,,Salesforce
10505132,,Jett Canfield,SALES SUPPORT SPECIALIST,IDG,jett@goidg.com,7852152868,List Import
10851373,Inactive Investor,Rustam Nurhan,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bohemia NY 630 Johnson Ave",rustam.nurhan@wfafinet.com,,Salesforce
10998191,Inactive Investor,Brent Orchard,,"Farmers Financial Solutions, LLC Las Vegas NV 6180 W Charleston Blvd",borchard@farmersagent.com,,Salesforce
11155122,Inactive Investor,Gillian Reyes,,Goldman Sachs & Co.,,,Salesforce
11094645,Inactive Investor,Michael Palace,Private Wealth Advisor;Senior Vice President,Gladstone Wealth Partners Red Bank NJ 10 Broad St,michael.palace@gladstonewealth.com,,Salesforce
335846,,Willem Bloemsma,,Personal Capital Advisors Corporation,willem.bloemsma@personalcapital.com,,
10906659,Inactive Investor,Howard Buck,Partner,Prime Capital Financial Wilmington DE Private Residence,hbuck@pciawealth.com,,Salesforce
10911817,Inactive Investor,Patrick Biladeau,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC",pbiladeau@cressetcapital.com,,Salesforce
9543212,,Matthew Crane,,,matthew.crane@fidelity.com,,List import
5061197,,axsd axsd,,,dihime1643@invodua.com,,Web Form Fillout
9620278,,Andreas Lauschke,,,andreas@lauschkeconsulting.net,,List import
9618480,,Roger May,,,rmay@ngalp.com,,List import
10861124,Inactive Investor,John Wilson,Investment Executive;Vice President,"Fifth Third Securities, Inc. Raleigh NC 305 Church At North Hills St",,,Salesforce
10656319,,Michele Meyer,,,michele.meyer@morganstanley.com,,List Import
10819194,Inactive Investor,Michelle Christie,,J.P. Morgan Securities LLC Port Chester NY 150 S Ridge St,michelle.a.christie@jpmorgan.com,,Salesforce
10792014,Inactive Investor,Donald Levy,Senior Vice President,Stephens Memphis TN 6075 Poplar Ave,donald.levy@stephens.com,,Salesforce
204603,,Francisco Vicentin,,[Unknown],franciscovicentin9@gmail.com,,
10782994,Inactive Investor,Laura Kuechler,Financial Advisor,Morgan Stanley Monroeville PA 1 Monroeville Ctr,laura.kuechler@morganstanley.com,,Salesforce
9606151,,Dusan Spalevic,,,iconest@yahoo.com,,List import
338192,,Dale Branda,Member & Chief Operating Officer,"Steward Advisors, Llc",dale@stewardadvisors.com,630-537-0111,Manual List Upload
10865043,Inactive Investor,Karen Hansen,,"Next Financial Group, Inc. Federal Way WA 500 S 336th St",,,Salesforce
9564802,,Anupam Sharma,,,anupamsharma10@gmail.com,,List import
11080249,Inactive Investor,Marcus Bickley,Financial Advisor,Edward Jones Eugene OR 576 Olive St,marc.bickley@edwardjones.com,,Salesforce
10614111,,Abe Pomeranc,"Financial Advisor, First Vice President, Investment Officer",,abe.pomeranc@wellsfargoadvisors.com,,List Import
11038688,Inactive Investor,Fatima Naqinia,Financial Planner,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",fatima.naqinia@prudential.com,,Salesforce
10884989,Inactive Investor,Dionne Terzoli,,"Raymond James Financial Services, Inc. Roseville CA 2200B Douglas Blvd",dionne.terzoli@raymondjames.com,,Salesforce
10820435,Inactive Investor,Emerson Knowles,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",emerson.knowles@ml.com,,Salesforce
10885936,Inactive Investor,Monique Napue,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
49983,,Jeffry Carman,Financial Advisor,"SagePoint Financial, Inc.",jcarman@sagepointadvisor.com,,
10796890,Inactive Investor,Paul Lang,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Roswell GA 1401 Macy Dr",paul.lang@ampf.com,,Salesforce
10765876,Inactive Investor,Leeder Hsu,Portfolio Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,leeder.hsu@ubs.com,,Salesforce
10990085,Inactive Investor,Edwin Starr,,Perella Weinberg Partners LP,estarr@pwpartners.com,,Salesforce
11065547,Inactive Investor,Steven Hull,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",steven.hull@valic.com,,Salesforce
11145946,Inactive Investor,Elizabeth Alexander,Client Associate,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,elizabeth.alexander@ubs.com,,Salesforce
10791929,Inactive Investor,Darrell Hickey,,"Farmers Financial Solutions, LLC Grapevine TX 203 E Northwest Hwy",dhickey@farmersagent.com,,Salesforce
11086797,Inactive Investor,Pasquale Evangelista,First Vice President - Wealth Management,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",pasquale.evangelista@raymondjames.com,,Salesforce
122279,,Donald Ortmann,,[Unknown],donortmann@sbcglobal.net,,source
373547,,robert towery,,[Unknown],bobtphotos@gmail.com,,source
11103693,Inactive Investor,James Craig,Financial Planning Consultant,"Voya Financial Advisors, Inc.",james.craig@voya.com,,Salesforce
9581646,,kay min,,,kaymin@naver.com,,List import
11088745,Inactive Investor,Kenneth Cole,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",,,Salesforce
11018330,Inactive Investor,Kristin Hundley,Senior Registered Associate,Morgan Stanley San Gabriel CA Private Residence,kristin.hundley@morganstanley.com,,Salesforce
11126824,Inactive Investor,Manfred Wunderlich,,Capital Synergy Partners Omaha NE 14301 FNB Pkwy,mwunderlich@capitalsynergypartners.com,,Salesforce
11110751,Inactive Investor,Angela Wolfe,Associate Vice President - Investments;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Gulfport MS 401 Cowan Rd",angela.wolfe@benjaminfedwards.com,,Salesforce
10926558,Inactive Investor,Alexander Russello,Financial Advisor,"CUSO Financial Services, L.P. Brandon FL 604 E Bloomingdale Ave",,,Salesforce
9599207,,Thomas Bailey,,,tom@broadviewwealth.com,,List import
10978186,Inactive Investor,Matthew Fortenberry,Financial Advisor,"Equitable Advisors, LLC Denver NC 7472 Waterside Loop Rd",matthew.fortenberry@equitable.com,,Salesforce
11007731,Inactive Investor,Peter Tsistinas,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,,,Salesforce
11131974,Inactive Investor,Michael Armstrong,President;Senior Managing Partner,"Securities America, Inc.",michael@armstrongadvisory.com,,Salesforce
9632494,,Larry Batina,,,larrybatina@gmail.com,,List import
235041,, -,,[[Unknown]],kailee.mansveld@gmail.com,,
11229606,Inactive Investor,Pui Yi Tse,,Deutsche Bank Securities Inc.,pui@deutschewealth.com,,Salesforce
10859588,Inactive Investor,Michael Klaber,Financial Planner,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",michael.klaber@lfg.com,,Salesforce
11187287,Inactive Investor,Derek Alexander,,"The Leaders Group, Inc.",,,Salesforce
11112950,Inactive Investor,Minesh Patel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",minesh.c.patel@ml.com,,Salesforce
10908989,Inactive Investor,Howard Hirdes,,"Osaic Wealth, Inc. Grand Rapids MI 3333 Evergreen Dr NE",,,Salesforce
11083261,Inactive Investor,Kateryna Mcisaac,Compliance Advisor,Commonwealth Financial Network,kmcisaac@commonwealth.com,,Salesforce
207250,,Aman Ansari,,[[Unknown]],amankapuransari@gmail.com,,Paid Social
10994075,Inactive Investor,Leslie Theodosopoulos,,Vanguard Marketing Corporation,leslie_theodosopoulos@vanguard.com,,Salesforce
11093685,Inactive Investor,Jennifer Baldini,,"Raymond James Financial Services, Inc. Grand Rapids MI 5940 Tahoe Dr SE",,,Salesforce
10992942,Inactive Investor,Jason Toyos,,J.P. Morgan Securities LLC Tucson AZ 4660 E Sunrise Dr,jason.toyos@jpmorgan.com,,Salesforce
10918740,Inactive Investor,Steven Effert,,"Trustmont Financial Group, Inc. Krakow WI Private Residence",steven.effert@trustmontgroup.com,,Salesforce
10658167,,Subbayamma Nagubadi,,,subbayamma.nagubadi@primerica.com,,List Import
10981368,Inactive Investor,Ermengarda Palumbo,,"BCI Securities, Inc.",epalumbo@bcisecurities.com,,Salesforce
10970605,Inactive Investor,Yuan Tang,,"Charles Schwab & Co., Inc. Pasadena CA 2 N Lake Ave",,,Salesforce
10924891,Inactive Investor,Simon Sumner,,LPL Financial LLC Tampa FL 601 Bayshore Blvd,simon.sumner@lpl.com,,Salesforce
9602544,,Michael Femino,,,mike@necmllc.com,,List import
11060552,Inactive Investor,Manuella Frota,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10851494,Inactive Investor,John Hoffstetter,Financial Advisor,Edward Jones Saint Louis MO 12400 Olive Blvd,john.hoffstetter@edwardjones.com,,Salesforce
9556783,,Kristopher Smythe,,,kristophersmythe@gmail.com,,List import
11193124,Inactive Investor,Susan Wu,,J.P. Morgan Securities LLC Lansing IL 3115 Ridge Rd,susan.wu@jpmorgan.com,,Salesforce
10967641,Inactive Investor,Mikael Gafi,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10662086,,Jonathan Shulkin,,,jshulkin@valorep.com,,List import
10770611,Inactive Investor,Steven Caron,Financial Representative,Edward Jones Corona CA Private Residence,steven.caron@edwardjones.com,,Salesforce
10644158,,Donnell Spencer,,,donnell.e.spencer@jpmorgan.com,,List Import
9606120,,Samriye A-dirie,,,samriye64@gmail.com,,List import
11107890,Inactive Investor,Jian Liu,Wealth Management Officer,Citigroup Global Markets Inc. Jericho NY 1 Robbins Ln,,,Salesforce
10924076,Inactive Investor,Nathanael Allen,Associate Financial Consultant,"Charles Schwab & Co., Inc. Pensacola FL 25 W Cedar St",nathan.allen@schwab.com,,Salesforce
11011003,Inactive Investor,Sebastian Bolic,,Park Avenue Securities LLC Temecula CA 27450 Ynez Rd,,,Salesforce
10659621,,Sarah McCarron Burns,,,sarah.c.mccarron@jpmorgan.com,,List Import
10659144,,Thomas Greene,,,tgreene@wintrustwealth.com,,List Import
9646637,,Kirk McCaw,,,kirk.mccaw@etrade.com,,List import
10763975,Inactive Investor,Keith Brunini,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,keith.brunini@gs.com,,Salesforce
10937633,Inactive Investor,Darrel Stephen,,Citigroup Global Markets Inc.,,,Salesforce
11113342,Inactive Investor,Ewelina Caplap,Financial Advisor,"CUSO Financial Services, L.P. Raleigh NC 1000 Saint Albans Dr",,,Salesforce
11201627,Inactive Investor,Brian Taylor,Financial Advisor,Edward Jones Poplar Bluff MO 2010 Northwood Dr,brian.taylor@edwardjones.com,,Salesforce
11041191,Inactive Investor,Erin Albright,Financial Advisor,Edward Jones Anthony KS 127 W Main St,erin.albright@edwardjones.com,,Salesforce
10753066,Inactive Investor,Alexander Rosenblatt,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",alex.rosenblatt@nm.com,,Salesforce
9621396,,Craig Newton,,,craigstaix@gmail.com,,List import
10907053,Inactive Investor,Troy Vandenbosch,,"Raymond James Financial Services, Inc. Walled Lake MI 2655 E Oakley Park Rd",troy.vandenbosch@raymondjames.com,,Salesforce
11042180,Inactive Investor,Adam Carter,,"Osaic Wealth, Inc. Cameron TX 210 N Houston Ave",,,Salesforce
9598467,,Tammy Rasplicka,,,trasplicka@carsonwealth.com,,List import
9598352,,Kevin Wood,,,grayscale@kevin.silo13.net,,List import
10867515,Inactive Investor,Rae Haulk Davis,,"WMG Financial Advisors, LLC Ooltewah TN 9218 Lee Hwy",,,Salesforce
6146652,,Dustin Fleming,,,dustyleming@gmail.com,,Web Form Fillout
10891714,Inactive Investor,Michael Wade,,State Farm VP Management Corp.,michael.wade.clei@statefarm.com,,Salesforce
11100364,Inactive Investor,Elijah Weiss,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Liverpool NY 7610 Oswego Rd",elijah.weiss@ml.com,,Salesforce
11108965,Inactive Investor,William Dever,Principal;Shareholder,JMG Financial Group Ltd,,,Salesforce
10756641,Inactive Investor,Brandon Luckwaldt,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",brandon.luckwaldt@ml.com,,Salesforce
9641814,,Matt Dmytryszyn,,,mdmytryszyn@telemus.com,,List import
11187533,Inactive Investor,Noah King,Financial Advisor,LPL Financial LLC Panama City FL 700 W 23rd St,,,Salesforce
11085735,Inactive Investor,Robert Stjean,,J.P. Morgan Securities LLC Saddle Brook NJ 250 Pehle Ave,robert.r.stjean@jpmorgan.com,,Salesforce
10771959,Inactive Investor,James O'Reilly,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mequon WI 1500 W Market St",james.oreilly@ml.com,,Salesforce
10774689,Inactive Investor,Linda Wojciechowski,,LPL Financial LLC Big Bend WI W236S7050 Big Bend Dr,linda.wojciechowski@lpl.com,,Salesforce
10769454,Inactive Investor,Lori Demarzio,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",,,Salesforce
10833078,Inactive Investor,Nathan Maciejowski,Wealth Advisor,Redwood Financial Network,nmaciejowski@redwoodfn.com,,Salesforce
9548786,,Chris Malter,,,chrismalter@gmail.com,,List import
9597916,,Francisco Gutierrez,,,gutierrezpaco9@gmail.com,,List import
11212171,Inactive Investor,Jennifer Ricca,Financial Advisor,LPL Financial LLC Las Vegas NV 1980 Festival Plaza Dr,jennifer.ricca@lpl.com,,Salesforce
11174035,Inactive Investor,Stephen Ponichtera,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,stephen.ponichtera@morganstanley.com,,Salesforce
10848421,Inactive Investor,Maria Galino-Paez,Financial Advisor;Vice President,Morgan Stanley Jacksonville FL 50 N Laura St,tess.paez@morganstanley.com,,Salesforce
111674,,Yngve Riise-Wergeland,,N/A,yngve.riise.w@gmail.com,(047) 484-7509,
10941886,Inactive Investor,Gordon Arthaud,,"Packerland Brokerage Services, Inc. Ashland MO Private Residence",gordon_arthaud@packerlandbrokerage.com,,Salesforce
10811497,Inactive Investor,Somsack Sayvong,Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,,,Salesforce
11004613,Inactive Investor,Krysta Huckabee,Financial Advisor,Edward Jones Lampasas TX Private Residence,krysta.huckabee@edwardjones.com,,Salesforce
9632810,,Michael Hanson,,,mhanson@msic.org,,List import
11169258,Inactive Investor,Tracy Farland,Financial Advisor,Edward Jones Clear Lake IA 800 1st Ave N,tracy.farland@edwardjones.com,,Salesforce
11124015,Inactive Investor,Daniel Kunhardt,,NYLIFE Securities LLC Northampton MA 351 Pleasant St,dbkunhardt@ft.newyorklife.com,,Salesforce
9562058,,Bill Buttlicker,,,james.mcconnell868@gmail.com,,List import
349350,,William Sloan,Financial Advisor,"MML Investors Services, LLC",williamsloan@financialguide.com,507-287-6700,
10892814,Inactive Investor,Jeff Romond,,"MML Investors Services, LLC New York NY 90 Park Ave",jromond@massmutual.com,,Salesforce
9584786,,David Anthony,,,dave@anthonycap.com,,List import
9642037,,geo bous,,,geb@ubp.ch,,List import
11193577,Inactive Investor,Paul San,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",paul.k.san@wellsfargo.com,,Salesforce
248324,,Federico Gutgeld,Quant/Risk Trader,Blackstone,federico.gutgeld@blackstone.com,,Manual List Upload
40464,,Joseph Ruffenach,,GWN Securities Inc.,jruffenach@gwnsecurities.com,561-472-2700,
11072622,Inactive Investor,Craig Peoples,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Commonwealth Financial Network Allentown PA 880 Minesite Rd,craig.peoples@morganstanley.com,,Salesforce
11207840,Inactive Investor,Lisa Ganaway,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,lisa.ganaway@primerica.com,,Salesforce
11232612,Inactive Investor,Brian Helms,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
9628118,,Vilen Pustovoyt,,,vilen.pustovoyt@duke.edu,,List import
10939946,Inactive Investor,Jonathan Howle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11061117,Inactive Investor,Michael Tong,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",michael.tong@ml.com,,Salesforce
10985984,Inactive Investor,Wahid Haidari,,J.P. Morgan Securities LLC Oakland CA 3438 Fruitvale Ave,wahid.haidari@jpmorgan.com,,Salesforce
10957126,Inactive Investor,Larry Morrison,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10510491,,Lauren DeRiggi,Account Manager/Digital Specialist,Pensions & Investments,lauren.deriggi@pionline.com,,List Import
9635259,,Daniela Camargo,,,drossi@brookcapital.com,,List import
11220737,,Misty Wrinkle,,,mwrinkle@gobaker.com,,Other
1003856,Inactive Investor,Samuel Hord,,Sam Hord,shord@rothschildinv.com,847 708 8585,
1005581,Inactive Investor,Oluwatimilehin Oyeneye,,TBD,timilehinoyeneye@gmail.com,2812586519,
11181633,Inactive Investor,Michael Magistrelli,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,mmagistrelli@primerica.com,,Salesforce
11188090,Inactive Investor,Gina Mann,,"Cambridge Investment Research, Inc. Wappingers Falls NY 766 Sergeant Palmateer Way",,,Salesforce
10939825,Inactive Investor,Gregory Deckert,Chief Compliance Officer,Green & Deckert LLC,gregory@greendeckert.com,,Salesforce
11033710,Inactive Investor,Chalmer Holloway,,"FBL Marketing Services, LLC Roswell NM 3114 N Main St",chalmer.holloway@fbfs.com,,Salesforce
11082086,Inactive Investor,Timothy Mortellite,Chief Compliance Officer;President,"Timothy Charles Financial, LLC",,,Salesforce
11174039,Inactive Investor,Philip Mendel,Financial Advisor,Morgan Stanley Toledo OH 7311 Crossleigh Ct,philip.mendel@morganstanley.com,,Salesforce
10840976,Inactive Investor,John Dougherty,Chief Marketing Officer,Brighton Jones LLC,john.dougherty@brightonjones.com,,Salesforce
11049034,Inactive Investor,Daniel Griffin,,"First Citizens Investor Services, Inc. Fayetteville NC 520 Westwood Shopping Ctr",dan.griffin@firstcitizens.com,,Salesforce
10888178,Inactive Investor,John Rackleff,,Park Avenue Securities LLC Medford OR 3550 Excel Dr,,,Salesforce
10754750,Inactive Investor,Charles Cremen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,charles.cremen@fidelity.com,,Salesforce
11162627,Inactive Investor,Jennifer Amaya,Wealth Management Representative,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
11061596,Inactive Investor,Ryan VanDeLoo,Financial Consultant,Thrivent Investment Management Inc. Oak Creek WI 7270 S 13th St,ryan.vandeloo@thrivent.com,,Salesforce
11105278,Inactive Investor,Donald Garves,Financial Advisor,Thrivent Investment Management Inc. Liberty Lake WA 22910 E Appleway Ave,donald.garves@thrivent.com,,Salesforce
10938936,Inactive Investor,Elizabeth Desouza,,Goldman Sachs & Co.,,,Salesforce
11204633,Inactive Investor,Arthur Mallet,Chief Compliance Officer;Chief Operating Officer;President,Regency Capital Management Inc.,arthur@regencycm.com,,Salesforce
11065232,Inactive Investor,Kristy Harrell,,"Raymond James Financial Services, Inc. Rogers AR 3333 S Pinnacle Hills Pkwy",kristy.harrell@raymondjames.com,,Salesforce
10909773,Inactive Investor,Christian Thomas,Senior Consultant,Creative Planning East Haddam CT Private Residence,christian.thomas@creativeplanning.com,,Salesforce
11137961,Inactive Investor,Carol Scicchitano,Branch Manager;Principal,"Chapin, Davis Bala Cynwyd PA 2 Bala Plz",cscicchitano@chapindavis.com,,Salesforce
9544531,,DINESH MONDAL,,,mondal28162@gmail.com,,List import
10769897,Inactive Investor,John Pace,Complex Manager;Managing Director,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",john.pace@raymondjames.com,,Salesforce
11203823,Inactive Investor,Cynthia Selfridge,,USA Financial Securities LLC Bakersfield CA 4900 California Ave,,,Salesforce
11186999,Inactive Investor,Vakhtang Gabrielian,,J.P. Morgan Securities LLC Brooklyn NY 506 Kings Hwy,vakhtang.gabrielian@jpmorgan.com,,Salesforce
9583248,,Minseok Kang,,,kangmin0213@gmail.com,,List import
340431,,Niall Garrahan,Associate,"Long Point Capital, Inc",ngarrahan@lpcfund.com,212-593-1800,Manual List Upload
10836699,Inactive Investor,Bradley Stipp,Financial Advisor,LPL Financial LLC Charlotte NC Private Residence,bradley.stipp@lpl.com,,Salesforce
10979671,Inactive Investor,Alejandro Galvez,,J.P. Morgan Securities LLC Provo UT 310 N University Ave,alejandro.galvez@jpmorgan.com,,Salesforce
150330,,Casey Jobe,,[Unknown],casey@midwest.energy,,
10829052,Inactive Investor,Ann Franke-Suarato,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",annmarie_franke@ml.com,,Salesforce
11003736,Inactive Investor,Mekenna Weiss,,Edward Jones Mason City IA 1917 4th St SW,mekenna.weiss@edwardjones.com,,Salesforce
10878027,Inactive Investor,Brian Wedemeyer,Financial Planning Assistant,"Ameriprise Financial Services, LLC Atlantic IA 1401 E 7th St",brian.wedemeyer@ampf.com,,Salesforce
10979830,Inactive Investor,Gerald Bloodsaw,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 141 W Jackson Blvd,gerald.bloodsaw@chase.com,,Salesforce
11028595,Inactive Investor,Brian Harwood,Financial Planner,LPL Financial LLC Latham NY 12 Avis Dr,brian.harwood@lpl.com,,Salesforce
11136932,Inactive Investor,Christopher Ready,Financial Advisor;Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,christopher.ready@morganstanley.com,,Salesforce
11013568,Inactive Investor,Nathan Haas,,"OneAmerica Securities, Inc.",nathan.haas@oneamerica.com,,Salesforce
11020625,Inactive Investor,Christine Han,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",christine.han@bernstein.com,,Salesforce
10769461,Inactive Investor,Harry Grams,,"Parkland Securities, LLC Saint Francis MN 23624 Saint Francis Blvd NW",hgrams@parklandrep.com,,Salesforce
11164559,Inactive Investor,Juan Maldonado,,"Allstate Financial Services, LLC Corpus Christi TX 710 Buffalo St",johnmaldonado@allstate.com,,Salesforce
11000166,Inactive Investor,Nathaniel Dodd,Senior Wealth Advisor Associate,"Mission Wealth Management, LP Phoenix AZ Private Residence",,,Salesforce
11118460,Inactive Investor,Jonathan Faucher,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,jonathan.faucher@fmr.com,,Salesforce
11139583,Inactive Investor,Justin Blatny,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,justin.blatny@fidelity.com,,Salesforce
9606161,,Darrell Nichols,,,dominionroofing@yahoo.com,,List import
9638076,,Stacy Tucker,,,stucker@flinn.org,,List import
9646206,,Fuat Ozturk,,,fcozturk@gmail.com,,List import
10983336,Inactive Investor,Vinod Naidu,Owner,"SOF Spectrum Capital Management, LLC",,,Salesforce
10872086,Inactive Investor,Ryan Anderson,Regional Leader,PFS Investments Inc. Pella IA 713 E 1st St,ryan.anderson@primerica.com,,Salesforce
10785382,Inactive Investor,Evan Ho,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",evan.ho@tiaa.org,,Salesforce
9542759,,Daxs Stadjuhar,,,dstadjuhar@fsnweb.com,,List import
10876948,Inactive Investor,Derrick Yohe,,"Larson Financial Securities, LLC Jacksonville FL 10151 Deerwood Park Blvd",,,Salesforce
10949782,Inactive Investor,Christopher Williams,,Robert W. Baird & Co. Incorporated,,,Salesforce
11082985,Inactive Investor,Joseph Periandi,Financial Advisor,Commonwealth Financial Network Reading PA 1210 Broadcasting Rd,jperiandi@commonwealth.com,,Salesforce
9634718,,Joe Brooks,,,jbrooks@insurors.com,,List import
70491,,Fred Kortmann,Chief Financial Officer,TPP,fred@tppforu.com,,
10658304,,Kenneth Mulheran,,,ken.mulheran.nys7@statefarm.com,,List Import
10878541,Inactive Investor,Richard Preis,Financial Advisor;Managing Director - Investments,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",richard.preis@raymondjames.com,,Salesforce
10930022,Inactive Investor,John Kelly,,"Osaic Wealth, Inc. Spooner WI Private Residence",,,Salesforce
11143814,Inactive Investor,Donald Gottfried,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,donald_gottfried@glic.com,,Salesforce
11194539,Inactive Investor,Taylor Haire,Registered Associate,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,taylor.haire@morganstanley.com,,Salesforce
10903784,Inactive Investor,Kaden Bernstein,Financial Advisor;Financial Specialist,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
10918048,Inactive Investor,Jack Suttman,Lead Advisor;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",jack.suttman@nm.com,,Salesforce
11136217,Inactive Investor,Cesar Shinzato,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 1335 4th St",seiki.shinzato@ml.com,,Salesforce
11053156,Inactive Investor,Bert Finsand,President,"Finsand Investment Advisors, LLC",,,Salesforce
10837795,Inactive Investor,David Fjeldsted,Owner,David Russell Fjeldsted,,,Salesforce
9570398,,ANDREW MASTERS,,,andrewcmasters@gmail.com,,List import
11003146,Inactive Investor,Michael Wheelwright,,"MML Investors Services, LLC Provo UT 3588 N 230 E",mcundick@financialguide.com,,Salesforce
9568104,,Corey -,,,corey.jrob@gmail.com,,List import
10510612,,Paul Salerno,Head of Business Development,Bloomberg,psalerno2@bloomberg.net,,List Import
9581872,,Brian Okeeffe,,,bokeeffe@lwcotrust.com,,List import
9583366,,Brian Kaye,,,brian.kaye.sp@gmail.com,,List import
122925,,Krystal Creach,Director,Forvis Private Client,kcreach@bkd.com,417-831-7283,Manual List Upload
103705,,Stephen Gonzalez,COO & CCO,"Isometry Capital, Llc",sgonzalez@isometrycapital.com,347-480-2544,Manual List Upload
10982696,Inactive Investor,Robert Lorensen,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,robert.lorensen@primerica.com,,Salesforce
11071409,Inactive Investor,Robert Rosenberger,,"J.W. Cole Financial, Inc. Rockledge FL 190 McIver Ln",,,Salesforce
11023795,Inactive Investor,Pei Yuen Eddie Cheung,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",pei-yuen-eddie.cheung@raymondjames.com,,Salesforce
10961856,Inactive Investor,Tah'Jenae Merchant,,Fidelity Brokerage Services LLC,,,Salesforce
10657551,,Joseph Bonjorino,,,jbonjorino@tiaa-cref.org,,List Import
11019099,Inactive Investor,Nazira Ziya,,J.P. Morgan Securities LLC Vancouver WA 11602 NE 119th St,nazira.ziya@jpmorgan.com,,Salesforce
10761266,Inactive Investor,Brian Bush,Executive Vice President,Stephens,bbush@stephens.com,,Salesforce
10915170,Inactive Investor,Kevin Sides,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Jacksonville Beach FL 320 1st St N",kevin.sides@nm.com,,Salesforce
10777945,Inactive Investor,Natalie Ott,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11105751,Inactive Investor,Yisel Vega,,J.P. Morgan Securities LLC Ontario CA 1070 N Mountain Ave,yisel.b.vega@chase.com,,Salesforce
10971826,Inactive Investor,Jorge Carrillo,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,jcarrillo05@ft.newyorklife.com,,Salesforce
11025238,Inactive Investor,Jeremy Moore,Financial Advisor,"Ameriprise Financial Services, LLC Ada MI 6300 Fulton St E",jeremy.p.moore@ampf.com,,Salesforce
206726,,James Aiello,,[[Unknown]],aiellojames@gmail.com,,Initial Salesforce Import
11236906,Inactive Investor,Christine Sharratt,Wealth Manager,"Purpose Comprehensive Wealth Management, LLC",christine.sharratt@purposecwm.com,,Salesforce
10938096,Inactive Investor,Ashley Caudle,,"Kestra Investment Services, LLC Marshall TX 203 E Travis St",,,Salesforce
10830156,Inactive Investor,Timothy Payne,,"Sentinel Securities, Inc. Troy MI 3001 W Big Beaver Rd",,,Salesforce
11236340,Inactive Investor,Michael Nguyen,Financial Advisor,Catalyst Wealth Management LLC,michael@catalystfg.com,,Salesforce
10818452,Inactive Investor,Lewis Lamberth,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Auburn AL 2607 E Glenn Ave",lamberthln@stifel.com,,Salesforce
10857983,Inactive Investor,Christel Walker,Member;Principal;Wealth Management Advisor,"Navigo Wealth Management, LLC",cwalker@navigowealth.com,,Salesforce
10764072,Inactive Investor,Paul Townsend,Financial Advisor,Janney Montgomery Scott LLC Battle Creek MI 15164 Helmer Rd S,ptownsend@janney.com,,Salesforce
9555139,,Gregory Smith,,,gregory.smith@securitiesamerica.com,,
9563245,,Richard Sterlin,,,richsterlin@gmail.com,,List import
11057281,Inactive Investor,Gerald Arndt,,"Kestra Investment Services, LLC Baton Rouge LA 115 E Greens Dr",,,Salesforce
10841837,Inactive Investor,Seth Lesondak,Client Service Associate;Financial Advisor,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",seth.lesondak@raymondjames.com,,Salesforce
11029168,Inactive Investor,Mark Bowes,Financial Planner;Partner;Senior Financial Planner,"Partnership Financial, LLC",mark@partnershipfinancial.com,,Salesforce
10917768,Inactive Investor,Matthew Follen,,"Northwestern Mutual Investment Services, LLC Oshkosh WI 2370 State Road 44",matthew.follen@nm.com,,Salesforce
10878561,Inactive Investor,Michael Starr,Financial Advisor;Managing Director,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",mike.starr@rbc.com,,Salesforce
10886995,Inactive Investor,Charles Farrar,Chief Compliance Officer;Managing Director;Managing Member,"Farrar Wealth Management, LLC",,,Salesforce
10919288,Inactive Investor,Gregory Hewitt,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",gregory.hewitt@nm.com,,Salesforce
9604283,,KEITH COYNE,,,keith.coyne@cowen.com,,List import
11121474,Inactive Investor,Abraham Dugal,Financial Advisor,Commonwealth Financial Network Camden ME 31 Chestnut St,adugal@commonwealth.com,,Salesforce
218554,,Ariel Smoliar,,[Unknown],ariel.smoliar@gmail.com,,Direct
11012869,Inactive Investor,Kenneth Carlson,,"M&A Securities Group, Inc.",,,Salesforce
11088712,Inactive Investor,Alton Howell,Investment Advisor Representative,LPL Financial LLC Richmond VA Private Residence,a.howell@lpl.com,,Salesforce
229684,, -,,[[Unknown]],toy_bunker@yahoo.com.sg,,
9597257,,Patrick Walsh,,,pwalsh@aribaasset.com,,List import
10827926,Inactive Investor,Ryan Steinicke,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11236960,Inactive Investor,Meagan D'Angelo,Managing Director;Senior Wealth Advisor,Lido Boulder CO 4840 Pearl East Cir,,,Salesforce
11181200,Inactive Investor,Richard Maurer,Financial Advisor;Vice President,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,dick.maurer@morganstanley.com,,Salesforce
10976389,Inactive Investor,Larry Pearl,Financial Advisor,"MML Investors Services, LLC Sacramento CA 1435 River Park Dr",lpearl@financialguide.com,,Salesforce
10989560,Inactive Investor,Ionatan Pop,,Park Avenue Securities LLC San Ramon CA 12677 Alcosta Blvd,,,Salesforce
9546845,,Suraj Jha,,,surajkjha@gmail.com,,List import
10883694,Inactive Investor,Ivan Indrapermana,Chief Financial Officer;Chief Technology Officer,Christmas Corporation Lewes DE 16192 Coastal Hwy,ivan@christmascorp.com,,Salesforce
9600490,,as Goma,,,sergesgoma@gmail.com,,List import
10752550,Inactive Investor,Thomas Pfeifer,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",thomas.pfeifer@raymondjames.com,,Salesforce
11232351,Inactive Investor,Jason Pitts,,"Wells Fargo Advisors Financial Network, LLC Herndon VA 13800 Coppermine Rd",,,Salesforce
209739,,Ziv Sheleg,,[Unknown],ziv@himalaya-mfo.com,,
11212239,Inactive Investor,Patrick Mullen,Client Service Representative,"Fifth Third Securities, Inc. Hamilton OH 902 NW Washington Blvd",patrick.mullen@53.com,,Salesforce
1001353,Inactive Investor,Robert Reilly,,Sandy Cove Advisors,rreilly@sandycoveadvisors.com,,3rd Party Lead Gen
9561549,,Linda Allen,,,lindaallen@aballenfinancial.com,,List import
10786452,Inactive Investor,Izuakolam Akamiro,,Goldman Sachs & Co.,izuakolam.akamiro@gs.com,,Salesforce
10773786,Inactive Investor,Christopher Shea,Member;Partner,Intrinsic Investors LLC,cshea@intrivest.com,,Salesforce
10764586,Inactive Investor,Suzann Schroeder,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",suzann_schroeder@ml.com,,Salesforce
11108701,Inactive Investor,Seth Marx,,Citigroup Global Markets Inc.,seth.marx@citigroup.com,,Salesforce
10781489,Inactive Investor,Geri Paquette,Associate Director;Team Administrator,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,geri.paquette@ubs.com,,Salesforce
11166462,Inactive Investor,Shane Thackston,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",shane.thackston@nm.com,,Salesforce
11022114,Inactive Investor,Patrick Logan,,J.P. Morgan Securities LLC Lombard IL 223 E Roosevelt Rd,patrick.logan@jpmorgan.com,,Salesforce
9618089,,Saurabh Rai,,,saurabh.rai@algertglobal.com,,List import
11147517,Inactive Investor,Donald Nelson,,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11036933,Inactive Investor,Luke Schmitz,Financial Advisor,PFS Investments Inc. Minneapolis MN 9220 Bass Lake Rd,lschmitz@primerica.com,,Salesforce
9618043,,Eric Hebert,,,eric.hebert@surveyor-capital.com,,List import
10804896,Inactive Investor,Alex Hamill,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Buffalo NY 100 Corporate Pkwy",alex.hamill@tiaa.org,,Salesforce
10809620,Inactive Investor,Gayle Starr,,Commonwealth Financial Network Phoenix AZ 1137 E Redfield Rd,gstarr@commonwealth.com,,Salesforce
10921044,Inactive Investor,David Coles,Chief Compliance Officer;President;Wealth Advisor,WMBC,dcoles@wmbci.com,,Salesforce
11054791,Inactive Investor,Jacob Birth,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10755716,Inactive Investor,Cornelius Bonner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Venice FL 871 Venetia Bay Blvd",cornelius.bonner@ml.com,,Salesforce
9552110,,Barnes Hauptfuhrer,,,barnes@sachemhead.com,,List import
9643409,,Richard Baxter,,,rjb1965@me.com,,List import
10942174,Inactive Investor,Anthony Lea,Financial Professional,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
10821933,Inactive Investor,Deanna Russell,,"Cambridge Investment Research, Inc. Virginia Beach VA 448 Viking Dr",deanna.russell@cambridgesecure.com,,Salesforce
9593882,,mitja furlani,,,mitja.projekt@gmail.com,,List import
11186428,Inactive Investor,Bruce Pratt,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,bruce.pratt@ubs.com,,Salesforce
10510939,,Vlad Tasevski,"Head of Asset Management, Investors and Institutions",Purpose Investments,vladt@purposeinvest.com,,List import
10604388,,Eric Alvarado,Financial Advisor,Merill Lynch,eric.m.alvarado@gmail.com,7605332359,List Import
9601075,,Vic Rimando,,,vrimando@hotmail.com,,List import
10873300,Inactive Investor,Justin Eads,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",justin.eads@ml.com,,Salesforce
11124625,Inactive Investor,Anthony Thornton,,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",anthony.thornton@nm.com,,Salesforce
10979151,Inactive Investor,Jordan Fowler,,"Avantax Investment Services, Inc.",,,Salesforce
10761872,Inactive Investor,Gregory Bloom,Financial Advisor,Edward Jones Pullman WA 1260 SE Bishop Blvd,greg.bloom@edwardjones.com,,Salesforce
9585163,,Chip Sawyer,,,chip@westovercapital.com,,List import
10937824,Inactive Investor,Kyle Howgate,,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,,,Salesforce
11056817,Inactive Investor,Thomas Harty,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,thomas.harty@fidelity.com,,Salesforce
10946205,Inactive Investor,Kara Davidson,,NYLIFE Securities LLC Columbus OH 75 E Wilson Bridge Rd,,,Salesforce
10806884,Inactive Investor,Alexander Austin,Assistant Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10786848,Inactive Investor,Semih Batum,,Vanguard Marketing Corporation,semih_batum@vanguard.com,,Salesforce
11087379,Inactive Investor,Courtney Breen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",courtney.breen@ml.com,,Salesforce
9556170,,Jorge Soriano,,,jorge.soriano@adviceperiod.com,,List import
10872442,Inactive Investor,Jonathan Rogers,,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,jonathan.rogers@primerica.com,,Salesforce
91193,,Joshua Ford,,United States,bloodiedthemoon@gmail.com,,
11118859,Inactive Investor,Davied Miller,,Fidelity Brokerage Services LLC,davied.miller@fidelity.com,,Salesforce
11237955,Inactive Investor,Christopher Hiebert,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",chiebert@performancetrust.com,,Salesforce
9547422,,Timothy Collins,,,timothy.collins@valic.com,,List import
11231400,Inactive Investor,Jana Gileza,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jana_gileza@vanguard.com,,Salesforce
9560513,,Christopher Garcia,,,reach.julian@hotmail.com,,List import
10895519,Inactive Investor,Jennifer Henderson,Chief Compliance Officer;Chief Operating Officer,Pinnacle Advisors,jennifersh@pinnacleadvisors.com,,Salesforce
344980,,Richard Morse,Founder and Chairman of the Board,Boston Financial Management Llc,richardm@bfminvest.com,617-338-8108,Manual List Upload
9560761,,rim nal,,,rimnal216@gmail.com,,List import
11143918,Inactive Investor,Kevin Alm,Principal,Edward Jones Wildwood MO Private Residence,kevin.alm@edwardjones.com,,Salesforce
11062923,Inactive Investor,Matthew O'Brien,,"Farmers Financial Solutions, LLC Santa Cruz CA 1722 Seabright Ave",mobrien@farmersagent.com,,Salesforce
11177295,Inactive Investor,Robin Kim,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10976803,Inactive Investor,Yanice Rodriguez Medina,,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
9556402,,D d,,,ddalakishvili@yahoo.com,,List import
10936139,Inactive Investor,Courtney Criss,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,courtney.criss@fmr.com,,Salesforce
10955085,Inactive Investor,Andrew Emmerich,Associate,Edward Jones Saint Louis MO 13002 Butler Crest Dr,andrew.emmerich@edwardjones.com,,Salesforce
9637401,,Rigoberto Carter,,,rigorbertocarter@gmail.com,,List import
11093475,Inactive Investor,Merrick Makowka,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",merrick.makowka@schwab.com,,Salesforce
9611937,,dsfds fdsfds,,,fdsfsd@hotmail.com,,List import
11113054,Inactive Investor,Jessica Osteen,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,jessica1.miller@morganstanley.com,,Salesforce
9578541,,Joseph Risselade,,,joe@abbit.biz,,List import
10785943,Inactive Investor,Mark Russo,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,mark.russo@ubs.com,,Salesforce
11046796,Inactive Investor,David O'Dea,,State Farm VP Management Corp. Bel Air MD 2105 Laurel Bush Rd,david.odea.p2sl@statefarm.com,,Salesforce
9568697,,Michael Voorheis,,,mvoorheis@chesme.com,,List import
10902747,Inactive Investor,Michael Tanneberger,Financial Advisor,"Osaic Wealth, Inc. Coeur D Alene ID 601 E Front Ave",,,Salesforce
10962718,Inactive Investor,Ara Serjoie,,Edward Jones Portland OR 111 SW 5th Ave,,,Salesforce
11006932,Inactive Investor,Joseph Cordes,,"MML Investors Services, LLC",,,Salesforce
9541958,,Mark Penna,,,mpenna@emeraldcreekcapital.com,,List import
10848513,Inactive Investor,David Neihart,Private Wealth Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",david.neihart@ampf.com,,Salesforce
10907688,Inactive Investor,Kimberly Durbin,,LPL Financial LLC Coeur D Alene ID 1110 W Park Pl,kimberly.durbin@lpl.com,,Salesforce
11033737,Inactive Investor,Marcos Mendez,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,mmendez.2gmag@primerica.com,,Salesforce
10976590,Inactive Investor,Brandon Baker,Senior Wealth Manager,Sage Financial Group Inc.,,,Salesforce
11028938,Inactive Investor,Lorissa Lopez,,J.P. Morgan Securities LLC Rancho Mirage CA 71939 Hwy 111,lorissa.lopez@jpmorgan.com,,Salesforce
11053053,Inactive Investor,Johnathan Finley,Chief Compliance Officer;Financial Advisor;Founder;Owner,Open Door Financial Advisors,,,Salesforce
10847745,Inactive Investor,Michael Powsner,Founder;Managing Member;Regulatory Contact,"Upstart Wealth Management, LLC",mpowsner@upstartwealth.com,,Salesforce
10932062,Inactive Investor,Chad Davis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11096407,Inactive Investor,Andrew Snoddy,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10924777,Inactive Investor,Wallace Boorum,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",wboorum@financialguide.com,,Salesforce
11029490,Inactive Investor,Brian Durkin,Chief Compliance Officer,Gries Financial Partners,brian@gries.com,,Salesforce
11041601,Inactive Investor,Eduardo Gumucio,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",eduardo.gumucio@bofa.com,,Salesforce
10947439,Inactive Investor,William Fields,Chief Compliance Officer;Managing Member;Owner,WD Financial Solutions,,,Salesforce
9561006,,David Westlund,,,david.westlund@voyafa.com,,List import
10617366,,Zachary Norton,,,zachary.norton@raymondjames.com,,List Import
10799117,Inactive Investor,Jeanine Burford,,Morgan Stanley Santa Barbara CA 1111 Coast Village Rd,jeanine.burford@morganstanley.com,,Salesforce
10977052,Inactive Investor,Bradley Burrows,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,bradley.c.burrows@chase.com,,Salesforce
10902467,Inactive Investor,Michael Mc Conachie,Financial Professional,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",mmcconachie@financialguide.com,,Salesforce
10981536,Inactive Investor,Kyle Boucher,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",kyle.boucher@nm.com,,Salesforce
11120499,Inactive Investor,Kris Yelverton,,State Farm VP Management Corp. Vestal NY 109 Rano Blvd,kris.yelverton.k2op@statefarm.com,,Salesforce
10996817,Inactive Investor,Evagelos Petrakos,Investment Consultant,"Charles Schwab & Co., Inc. New York NY 100 Broadway",,,Salesforce
11223885,,[Unknown],,,kevinliu@dawnbrightventures.com,,List Import
9595301,,Mitchell Windemuller,,,mwindemuller@merceradvisors.com,,List import
10935963,Inactive Investor,Lolla Long,Financial Advisor,"CUSO Financial Services, L.P. Riverside CA 10725 Magnolia Ave",,,Salesforce
10779965,Inactive Investor,Antoinette Mazzamuto,Portfolio Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10803659,Inactive Investor,Bradley Dantzler,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Winter Haven FL 141 5th St NW",,,Salesforce
10916420,Inactive Investor,Carl Lymangood,Chief Compliance Officer;President,"Petros Family Wealth, LLC",,,Salesforce
9618626,,you wen,,,kpskmax@163.com,,List import
11135669,Inactive Investor,Andrea Patrick,Associate Vice President,"Raymond James & Associates, Inc. The Villages FL 2631 W Torch Lake Dr",andrea.patrick@raymondjames.com,,Salesforce
10615506,,Jonathan Ostrow,"Financial Advisor, Senior Vice President",,jonathan.ostrow@morganstanley.com,,List Import
9578031,,Edward Cole,,,edward.colejr@lfg.com,,List import
11138738,Inactive Investor,Mandie Hendricks,Financial Advisor;Vice President,Janney Montgomery Scott LLC Wilkes Barre PA 613 Baltimore Dr,mhendricks@janney.com,,Salesforce
11120867,Inactive Investor,Jerome Schmitt,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",jerry.schmitt@lfg.com,,Salesforce
197021,,Scott Charles Arnson,,[Unknown],im@scotts-email.com,,
9569102,,Curtis Metzger,,,curtis.metzger@fmr.com,,List import
217609,,Eric C,,[Unknown],eycsfca@gmail.com,,source
337780,,Paul Mattson,Partner,Walleye Capital Llc,paul.mattson@walleyetrading.com,952-345-5200,Manual List Upload
9631208,,Pat Sibi,,,isibipat@gmail.com,,List import
11211254,Inactive Investor,Thomas McCormick,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",thomas.mccormick@wellsfargo.com,,Salesforce
9641804,,beytullah kul,,,beytullah.kul@vakifbank.com.tr,,List import
11223201,,Samuel Frost,,,sfrost@narwhalcapital.com,,List Import
11054592,Inactive Investor,Charles Visconti,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,charles.visconti@morganstanley.com,,Salesforce
197286,,Daniel Kuper,,AFS Financial Group,dkuper@afsfinancialgroup.com,(585) 267-9387,
344812,,Ryan Sacco,Vice President,Northlane Capital Partners,ryan.sacco@northlanecapital.com,301-272-9990,Manual List Upload
241501,Inactive Investor,Matt Ryan,,GW & Wade,mryan@gwwade.com,(781) 239-1188,Database Upload
240586,,Hovmoeller Jens P,,[Unknown],jph@jph.it,,Event
11219437,,Johns Ellington,,,jellington@franklin-street.com,,Other
11020505,Inactive Investor,Allison Hoashi Temple,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Eagle ID 150 W State St",,,Salesforce
9574289,,William Eichhorn,,,teichhorn@rkcapital.com,,List Import
11063926,Inactive Investor,April West,,PFS Investments Inc. Meridian ID 1404 N Main St,april.west@primerica.com,,Salesforce
11170510,Inactive Investor,Bruce Broussard,,Cetera Advisor Networks LLC Orlando FL 1615 Edgewater Dr,,,Salesforce
9630537,,Vincent Chew,,,chewgsb@gmail.com,,List import
347470,,Tracy Chu,Counsel,Nutter Investment Advisors,tchu@nutter.com,617-439-2100,Manual List Upload
9626178,,Ryan Torgeson,,,paradiseprecisionrepairs@gmail.com,,List import
10982308,Inactive Investor,Gregg Sireci,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10927736,Inactive Investor,Meghan Rufo,,Vanguard Marketing Corporation,meghan_rufo@vanguard.com,,Salesforce
11177194,Inactive Investor,Antonio Mariscal Romero,,"Monex Securities, Inc.",amariscal@monexusa.com,,Salesforce
11159756,Inactive Investor,Roger Condos,,"Centaurus Financial, Inc. Eugene OR Private Residence",rcondos@cfiemail.com,,Salesforce
11207264,Inactive Investor,Jaime Anaya,Private Client Advisor,J.P. Morgan Securities LLC Pelham NY 35 5th St,jaime.anaya@jpmorgan.com,,Salesforce
10760852,Inactive Investor,Gregory Morris,Financial Advisor,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,gregory_j_morris@glic.com,,Salesforce
9543678,,Christopher Newhouse,,,cnewhouse3@gatech.edu,,List import
10645896,,Michael Ward,,,mward@williamblair.com,,List Import
10759198,Inactive Investor,Edward Wren,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",edward.wren@schwab.com,,Salesforce
9573628,,Joseph Steele,,,josephsteele@financialguide.com,,List import
11109241,Inactive Investor,Tamara Hurt,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",tamara.hurt@ampf.com,,Salesforce
10648389,,Michael Dewitt,,,michael.dewitt@fmr.com,,List Import
11210384,Inactive Investor,Steven Bair,Financial Advisor,Edward Jones Montoursville PA 364 Broad St,steve.bair@edwardjones.com,,Salesforce
10877083,Inactive Investor,Ryan Mirisoloff,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",ryan.mirisoloff@equitable.com,,Salesforce
9561107,,Rugmini Padmakumar,,,rpadmakumar@financialguide.com,,List import
10769744,Inactive Investor,Bernadette McKeown,Private Wealth Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
10863337,Inactive Investor,Blake Fellows,,Wealthcare Advisory Partners LLC Leesburg VA 208 Church St SE,,,Salesforce
10785663,Inactive Investor,Michael Anthony,,J.P. Morgan Securities LLC Avon IN 9246 E US Hwy 36,michael.l.anthony@jpmorgan.com,,Salesforce
10604524,,Frank Hui,attorney,Law Office of Frank C Hui,fcwhui@gmail.com,4256154346,List Import
10487123,,Timothy Blair,"Client Associate, Wealth Management Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated",tblair@ml.com,,List Import
10439951,,TEST TEST,,,test12@gmail.com,,Web Form Fillout
10940537,Inactive Investor,Derek O'Connor,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
11234752,Inactive Investor,Bradley Norton,Wealth Advisor,"MAI Capital Management, LLC",bradley.norton@mai.capital,,Salesforce
346536,,Jonathan Hitchon,Chief Operating Officer,"Two Sigma Investments, Lp",jonathan.hitchon@twosigma.com,212-625-5700,Manual List Upload
11005990,Inactive Investor,David Homan,Financial Advisor,"Willow Creek Wealth Management, Inc.",dave@willowcreekwealth.com,,Salesforce
9623151,,Brett Thomas,,,brett@cavuventures.com,,List import
10657525,,Peter Aceto,,,paceto@farmersagent.com,,List Import
11039781,Inactive Investor,William Gossett,,Arvest Wealth Management Fort Smith AR 5000 Rogers Ave,agossett@arvest.com,,Salesforce
10980639,Inactive Investor,Karina Jimenez,,PFS Investments Inc. Miami FL 7955 NW 12th St,,,Salesforce
11174816,Inactive Investor,Dennis Ding,,Jefferies LLC,ddennis@jefferies.com,,Salesforce
10955956,Inactive Investor,Ian Brown,,Fidelity Brokerage Services LLC,ian.brown@fmr.com,,Salesforce
10930708,Inactive Investor,Lynn Heins,,PFS Investments Inc. Tempe AZ 2245 W University Dr,lynn.lowey@primerica.com,,Salesforce
10362364,,Kimberley Wise,,,kimberleywisebusiness@gmail.com,,Web Form Fillout
11114116,Inactive Investor,Alison Eggers,,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,alison.eggers@morganstanley.com,,Salesforce
10861896,Inactive Investor,John Shumway,,"Parkland Securities, LLC Sandy UT 646 W 9400 S",,,Salesforce
231855,,Howard -,,Howard [[Unknown]],hlschreiman@gmail.com,,
11006358,Inactive Investor,Dana Niedzwiecki,,LPL Financial LLC Scottsdale AZ 9170 E Bahia Dr,dana.niedzwiecki@lpl.com,,Salesforce
10919982,Inactive Investor,Jesse Hibbs,Financial Advisor,Edward Jones Kalispell MT 575 Sunset Blvd,jesse.hibbs@edwardjones.com,,Salesforce
11038483,Inactive Investor,Diego Carus Garrido,,"Monex Securities, Inc.",,,Salesforce
9620397,,hateem hassan,,,i.am.hateem@gmail.com,,List import
11059871,Inactive Investor,Donald Conrad,,The Huntington Investment Company Dover OH 232 W 3rd St,donald.conrad@huntington.com,,Salesforce
11120538,Inactive Investor,Courtney Holland,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10892447,Inactive Investor,Chad Wiedenhoeft,,"FBL Marketing Services, LLC Fort Atkinson WI 1026 Whitewater Ave",,,Salesforce
11066862,Inactive Investor,Hailey Thomas,,"Raymond James Financial Services, Inc. Memphis TN 3070 Kirby Whitten Rd",hailey.thomas@raymondjames.com,,Salesforce
176470,,Ilan Raviv,CEO,[Unknown],ilanr@meitav.co.il, +972 3790 3000,Database Upload
10387172,,Antonio Macie,,,tonymacielcvre@icloud.com,,Web Form Fillout
9644528,,Carlos Gomez,,,ingcarlos@gmail.com,,List import
10799744,Inactive Investor,William Peyton,Wealth Management Associate,UBS Financial Services Inc. Chapel Hill NC 317 W Barbee Chapel Rd,william.peyton@ubs.com,,Salesforce
10925916,Inactive Investor,Robert Colleluori,,Vanguard Marketing Corporation,robert_colleluori@vanguard.com,,Salesforce
352810,,Linda Ziarko,Manager Of Client Relations,Benchmark Capital Group Ltd.,linda@benchmarkcapitalgroup.com,815-777-0600,Manual List Upload
9605173,,Gerhardt Herbert,,,gary.herbert@brandywineglobal.com,,List import
9552315,,reza Sharifi,,,reza.sti@gmail.com,,List import
9615782,,Ryan Salame,,,rsalame@alameda-research.com,,List import
11058676,Inactive Investor,Bryan Bertani,,"Raymond James Financial Services, Inc. Joliet IL 3296 Executive Dr",bryan.bertani@raymondjames.com,,Salesforce
9568572,,Robert Fischgrund,,,rfischgrund@cbiz.com,,List import
10929394,Inactive Investor,Andrew Duchan,,"Western International Securities, Inc. Woodland Hills CA 5900 Canoga Ave",,,Salesforce
11035004,Inactive Investor,Danielle Rojas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",,,Salesforce
10618901,,James Svigos,,,james.svigos@morganstanley.com,,List Import
9574860,,Nur Ahmad,,,nur.d.ahmad54@gmail.com,,List import
211829,,Omid Jafari,Investor,Omid Jafari Medical Corp,omidja17@gmail.com,,Content
10983385,Inactive Investor,Gerald Geddes,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
11187654,Inactive Investor,Valricia Mccloud,,J.P. Morgan Securities LLC Mansfield TX 990 N Walnut Creek Dr,valricia.mccloud@jpmorgan.com,,Salesforce
10980545,Inactive Investor,Samuel Chadick,,RDA Financial Network Overland Park KS 7500 College Blvd,,,Salesforce
11088867,Inactive Investor,Xiaojing Zhang,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",jean.zhang@prudential.com,,Salesforce
10850594,Inactive Investor,Stanley Coats,,"Raymond James Financial Services, Inc. Smithfield NC 131 S 3rd St",stan.coats@raymondjames.com,,Salesforce
9573087,,Maria Rodriguez,,,maria.rodriguez@usaa.com,,List import
11113672,Inactive Investor,Craig Ferrantino,,United Planners' Financial Services of America A Limited Partner Melville NY 510 Broadhollow Rd,,,Salesforce
10953597,Inactive Investor,Holly Howard,Financial Advisor,Edward Jones Weatherford TX 5189 E I-20,,,Salesforce
11209177,Inactive Investor,Jonnathan Mora,Investment Advisor;Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
10927079,Inactive Investor,Dale Pass,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,dale.pass@primerica.com,,Salesforce
10793798,Inactive Investor,Anthony Kowalski,,Cetera Investment Services LLC Tampa FL 711 E Henderson Ave,tony.kowalski@ceterais.com,,Salesforce
9565266,,Judith Chimenti,,,judith.chimenti@lpl.com,,List import
10808230,Inactive Investor,Ronald Pillar,Financial Advisor,UBS Financial Services Inc. Miami FL 100 SE 2nd St,ronald.pillar@ubs.com,,Salesforce
10777014,Inactive Investor,Scott Gajda,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",scott.gajda@nm.com,,Salesforce
10764405,Inactive Investor,Fanny Choi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 2325 Noriega St",fanny.choi@ml.com,,Salesforce
10765109,Inactive Investor,David Mallach,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",d_mallach@ml.com,,Salesforce
10942301,Inactive Investor,Robert Frutoz,,"Manning & Napier Investor Services, Inc.",rfrutoz@manning-napier.com,,Salesforce
9551309,,Steven Frank,,,sfrank@plancorp.com,,List import
9555554,,Melvin Severance,,,mseverance@curbstonefinancial.com,,List import
10853845,Inactive Investor,Leland White,Senior Financial Consultant,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",,,Salesforce
9588462,,yip gill,,,872621209@qq.com,,List import
10896901,Inactive Investor,James Lapinska,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",jim.lapinska@nm.com,,Salesforce
10803846,Inactive Investor,Kenneth Barkus,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,kbarkus@dadco.com,,Salesforce
9509582,,Rafi Mohammed,,Innovation,rafimohammed.sapewm@gmail.com,7734377285,Web Form Fillout
11136387,Inactive Investor,Jose Garcia-Gutierrez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11181661,Inactive Investor,Walter Miller,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,walter.miller@fidelity.com,,Salesforce
10807816,Inactive Investor,Marcellus Upshaw,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
11198780,Inactive Investor,Richard Resling,,Key Investment Services LLC Warrington PA 280 Easton Rd,richard.resling@key.com,,Salesforce
11058182,Inactive Investor,Gloria Evans,,PFS Investments Inc. Dothan AL 2266 Montgomery Hwy,gloria.evans@primerica.com,,Salesforce
10795199,Inactive Investor,David Reid,Senior Vice President - Investments,"Raymond James & Associates, Inc. Oxford MS 400 S Lamar Blvd",lindsay.reid@raymondjames.com,,Salesforce
10796769,Inactive Investor,Michael Moskal,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",michael_moskal@ml.com,,Salesforce
10791669,Inactive Investor,Stephanie Vitti,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,stephanie.lupo@morganstanley.com,,Salesforce
10494084,,Barry Pershkow,,Chapman Cutler,perhkow@chapman.com,,List Import
11121655,Inactive Investor,Garry Nichols,,LPL Financial LLC Prescott AZ Private Residence,garry.nichols@lpl.com,,Salesforce
11211361,Inactive Investor,Larry Norwood,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",larry.norwood@tiaa.org,,Salesforce
10846040,Inactive Investor,John Long,Financial Advisor,Edward Jones Mount Juliet TN 820 N Mount Juliet Rd,john.long@edwardjones.com,,Salesforce
11094498,Inactive Investor,Shirley Walters,,PFS Investments Inc. Knoxville TN 112 Glenleigh Ct,shirley.walters@primerica.com,,Salesforce
11011135,Inactive Investor,Heather Wineman,Branch Examiner,LPL Financial LLC Suffolk VA Private Residence,heather.wineman@lpl.com,,Salesforce
9616012,,Gang Wu,,,laker0001@yahoo.com,,List import
9578306,,Bradley Miller,,,bmiller@uscallc.com,,List import
11128437,Inactive Investor,Marc Silverman,,"Geneos Wealth Management, Inc. Miami FL 9100 S Dadeland Blvd",,,Salesforce
11233181,Inactive Investor,Neil Guarniere,Private Client Investment Associate,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,neil.guarniere@jpmorgan.com,,Salesforce
10760987,Inactive Investor,Warren Barest,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",warren_barest@ml.com,,Salesforce
11043103,Inactive Investor,Anthony Kallabat,,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,anthony.kallabat@jpmorgan.com,,Salesforce
10909783,Inactive Investor,Aurelio Reyes,Manager,"Fifth Third Securities, Inc. Naperville IL 1311 Ridgeland Ave",aurelio.reyes@53.com,,Salesforce
11095194,Inactive Investor,Steven Lahre,Branch Director;Senior Vice President,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",steve.lahre@rbc.com,,Salesforce
46534,,Stephanie McCarty,Wealth Advisor,Thrivent Investment Management Inc.,stephanie.mccarty@thrivent.com,330-668-4720,
10755370,Inactive Investor,Isaac Hamilton,Financial Advisor,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,isaac.hamilton@ubs.com,,Salesforce
10806822,Inactive Investor,Kenneth Coggins,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,kenny.coggins@morganstanley.com,,Salesforce
10845991,Inactive Investor,Serria Rego,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Woodland Hills CA 21550 Oxnard St",serria.rego@tfaconnect.com,,Salesforce
11305584,Inactive Investor,Andrea Neville,,Capital Group,drn@capgroup.com,,Salesforce
11044490,Inactive Investor,Cheryl Dillon,Investment Consultant,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",,,Salesforce
9547572,,Kyle Sommers,,,ksommers007@gmail.com,,List import
10360139,,Maria Winget,,,maria@merchantprocessr.com,,Web form fillout
11148799,Inactive Investor,Kelly Milligan,,"Sanctuary Securities, Inc. Danville CA 345 Hartz Ave",kmilligan@sanctuarywealth.com,,Salesforce
10809871,Inactive Investor,Marc Dynder,Financial Advisor,"Ameriprise Financial Services, LLC Southington CT 100 Queen St",marc.a.dynder@ampf.com,,Salesforce
10928536,Inactive Investor,Matthew Anderson,Financial Advisor,Edward Jones Mundelein IL 856 N IL Rte 83,matt.m.anderson@edwardjones.com,,Salesforce
9566642,,Anne Spina,,,spina.anne@principal.com,,List import
10911775,Inactive Investor,Patrick Foley,Chief Compliance Officer;Chief Operating Officer;Principal,AKM Advisory,patrick@akmadvisory.com,,Salesforce
9580748,,Brandon Kerley,,,bkerley@financialguide.com,,List import
9582883,,Ron Ian,,,rpi5000@hotmail.com,,List import
11099351,Inactive Investor,Amiben Patel,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boynton Beach FL 9760 S Military Trl",amiben.patel@ml.com,,Salesforce
11198090,Inactive Investor,Jacquelyn Majoros,Financial Advisor,"NBC Securities, Inc. Cape Girardeau MO 2527 William St",jmajoros@nbcsecurities.com,,Salesforce
10897286,Inactive Investor,Brent Edwards,,The Huntington Investment Company Indianapolis IN 45 N Pennsylvania St,brent.edwards@huntington.com,,Salesforce
10823799,Inactive Investor,Dean Bellissimo,,Jefferies LLC,dbellissimo@jefferies.com,,Salesforce
10824248,Inactive Investor,Scott Potter,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Lake Charles LA 1450 William St,scott.potter@morganstanley.com,,Salesforce
10884272,Inactive Investor,Daniel Shultz,Financial Advisor,Commonwealth Financial Network Papillion NE 105 S Washington St,dshultz@commonwealth.com,,Salesforce
10993369,Inactive Investor,Hyun Seung Shin,,Stephens Dallas TX 200 300 Crescent Ct,hshin@stephens.com,,Salesforce
245383,,Ryan Tiernan,SVP Strategic Growth,The Capital Group,rynt@capgroup.com,1.14013E+11,Manual List Upload
11254250,Inactive Investor,Joanne Dexter,Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",joanne.dexter@ml.com,,Salesforce
10876749,Inactive Investor,Justin Gorney,,Fidelity Brokerage Services LLC,,,Salesforce
9613613,,Jason Liam,,,jasonliam@gmail.com,,List import
2293432,,John Kgobane,,[Unknown],johnkgobane5@gmail.com,,
11254832,Inactive Investor,Jake keys,Founder;Managing Member,"Appalaches Capital, LLC",,,Salesforce
10660133,,Daniel Henderson,,,djhhondo@gmail.com,,Web Form Fillout
9606036,,Stefano Butera,,,mrblockchain98@gmail.com,,List import
11093482,Inactive Investor,James Gurman,Financial Advisor,"Ameriprise Financial Services, LLC Springfield TN 3993 Memorial Blvd",james.r.gurman@ampf.com,,Salesforce
11020709,Inactive Investor,Thomas Grier,Financial Advisor,LPL Financial LLC Dallas TX 5005 Lyndon B Johnson Fwy,tom.grier@lpl.com,,Salesforce
10822530,Inactive Investor,John Huber,Chief Compliance Officer,Financial Discovery,john@financialdiscovery.net,,Salesforce
10900701,Inactive Investor,Arlene Green,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",arlene.green@tiaa-cref.org,,Salesforce
11119236,Inactive Investor,Rhonda Maddelina,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",rhonda.maddelina@wellsfargoadvisors.com,,Salesforce
11204153,Inactive Investor,Stanley Bergstrom,,"Farmers Financial Solutions, LLC Paradise Valley AZ 10229 N Scottsdale Rd",sbergstrom@farmersagent.com,,Salesforce
10880639,Inactive Investor,Joseph Schultz,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",jr_schultz@navyfederal.org,,Salesforce
9578627,,Bryan Landadio,,,blandadio@personalcfosolutions.com,,List import
10906011,Inactive Investor,Riley Buller,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Denver CO 4643 S Ulster St",,,Salesforce
9616738,,Ari Rosenbaum,,,ari.rosenbaum@osam.com,,List import
11201678,Inactive Investor,Richard Reinagel,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,richard.reinagel@primerica.com,,Salesforce
10887855,Inactive Investor,Karen Vick,Financial Consultant,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",,,Salesforce
10879896,Inactive Investor,Ana Simicic,,"U.S. Bancorp Investments, Inc. Vancouver WA Private Residence",ana.simicic@usbank.com,,Salesforce
11222397,,Michael Weston,,,mweston@commonwealth.com,,List Import
11035210,Inactive Investor,Lauren Boyd,,Vanguard Marketing Corporation,lauren_boyd@vanguard.com,,Salesforce
9610389,,Andre Mocatini,,,andremoca@tuta.io,,List import
7066105,,ALEX CRUZ,,,osiris.hurus@gmail.com,,Web Form Fillout
10868227,Inactive Investor,Richard Switzer,Chief Compliance Officer;Managing Member,"Paoli Financial Advisors, Ltd.",,,Salesforce
223971,,Matthew Saneholtz,President,Tobias Financial Advisors,matt@tobiasfinancial.com,954-424-1660,Manual List Upload
10792769,Inactive Investor,Ralph Rogers,,Morgan Stanley,ralph.rogers@morganstanley.com,,Salesforce
83854,,Danny McGeorge,"Director, Director - Sales and Relationship Management","UMB Financial Services, Inc.",danny.mcgeorge@umb.com,913-648-2800,
11059919,Inactive Investor,Jeffrey Sferra,Financial Consultant;Vice President,"Charles Schwab & Co., Inc.",jeff.sferra@schwab.com,,Salesforce
9593879,,Geoffrey Sale,,,gsale@richmondcap.com,,List import
10840331,Inactive Investor,Robert Matos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Warren NJ 59 Mountain Blvd",robert.matos@ml.com,,Salesforce
10800292,Inactive Investor,Fredric Lowe,Financial Advisor,Morgan Stanley Westport CT 500 Post Road E,fredric.lowe@morganstanley.com,,Salesforce
10948543,Inactive Investor,Jessica Nyce,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,jessica.nyce@fmr.com,,Salesforce
10973491,Inactive Investor,Alexander Fuchs,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",alexander.fuchs@bernstein.com,,Salesforce
10821999,Inactive Investor,Christine Burns,,"Ameriprise Financial Services, LLC Bohemia NY 1 Corporate Dr",christine.e.finley@ampf.com,,Salesforce
10763367,Inactive Investor,Rafael Lopez,Financial Advisor;International Client Advisor;Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,rafael.lopez@morganstanley.com,,Salesforce
9583241,,'? '?,,,yllscar728@gmail.com,,List import
9590660,,Keythe Ward-aguilar,,,keythe@procoreadvisors.com,,List import
10823915,Inactive Investor,Roberta Simpson,Registered Client Service Associate,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",roberta.j.simpson@ampf.com,,Salesforce
10864431,Inactive Investor,Matthew Spencer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9619611,,Aaron Caplan,,,acaplan203@gmail.com,,List import
11040654,Inactive Investor,Richard Deprey,,"Packerland Brokerage Services, Inc. Sun Prairie WI 100 Wilburn Rd",richard_deprey@packerlandbrokerage.com,,Salesforce
3907444,,Simon Muehling,,,simonmhling@gmail.com,,Web Form Fillout
11217517,,Philip Cox,,,philip.cox@raymondjames.com,,Other
10826861,Inactive Investor,Glenn Alford,Investment Advisor Representative,"Voya Financial Advisors, Inc. Holland OH Private Residence",glenn.alford@voyafa.com,,Salesforce
11061156,Inactive Investor,Matthew Barr,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",matt_barr@ml.com,,Salesforce
10781025,Inactive Investor,Thomas Dawson,,"Mercury Capital Management, Inc. Lee'S Summit MO Private Residence",,,Salesforce
11117104,Inactive Investor,Lynn Braden,,State Farm VP Management Corp. MC Leansboro IL 301 S Jackson St,,,Salesforce
11290871,Active Investor,DOMINIC CORYELL,,FIDELITY ROLLOVER IRA DOMINIC CORYELL - ROTH IRA - FIDELITY MANAGEMENT TRUST CO - CUSTODIAN,niquecoryell@gmail.com,16174803669,Salesforce
11031328,Inactive Investor,Tina Lou,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",tina.lou@ml.com,,Salesforce
10790063,Inactive Investor,Joseph Haynes,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,joseph.haynes@ubs.com,,Salesforce
11140419,Inactive Investor,Graziella Ruffo,Investment Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,graziella.ruffo@ubs.com,,Salesforce
10837930,Inactive Investor,Eugene Bozzi,,"Pruco Securities, LLC. Egg Harbor Township NJ 2900 Fire Rd",,,Salesforce
10901227,Inactive Investor,Elizabeth Ryan,,"Charles Schwab & Co., Inc. Burlington MA 54 Mall Rd",elizabeth.dang@schwab.com,,Salesforce
9569534,,James Travis,,,cybxplorer@gmail.com,,List import
11110147,Inactive Investor,Paul Metler,Co-President,"Strategic Investment Advisors, LLC",pmetler@seniorplanningadvisors.com,,Salesforce
9614966,,Andrew Hinkes,,,ahinkes@stern.nyu.edu,,List import
10983806,Inactive Investor,Attor Kludze-Medley,,LPL Financial LLC Rockville MD 77 Upper Rock Cir,attor.kludze-medley@lpl.com,,Salesforce
9623190,,Lauren Dotson,,,laurendot99@gmail.com,,List import
10821852,Inactive Investor,Erin Marken,Complex Administrative Manager;Financial Advisor,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",erin.marken@raymondjames.com,,Salesforce
10757211,Inactive Investor,James Small,Private Wealth Advisor;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,james.small@morganstanleypwm.com,,Salesforce
10832844,Inactive Investor,Alisha Adams,Financial Advisor,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",alisha.leone@wellsfargoadvisors.com,,Salesforce
9615144,,Chris W,,,videocoincw@googlemail.com,,List import
10895489,Inactive Investor,William Black,,"IFG Advisory, LLC",,,Salesforce
10948125,Inactive Investor,Matthew Ott,Member;Partner,Thousand Wealth Management,,,Salesforce
10976808,Inactive Investor,James Carrigan,Financial Advisor,"Navy Federal Investment Services, LLC Fountain Valley CA 18709 Brookhurst St",jim_carrigan@navyfederal.org,,Salesforce
226461,, -,,[[Unknown]],brentnichols1@mac.com,,Initial Salesforce Import
9588503,,William Reckamp,,,williamreckamp16@gmail.com,,List import
211675,,Jason Priest,CEO,"NewRock Telecom Ventures, Inc.",jason@newrock-tv.com,,Content
9577634,,Everett Martinez,,,emartinez5@aol.com,,List import
10907954,Inactive Investor,James Liggett,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,james.liggett@fidelity.com,,Salesforce
10963200,Inactive Investor,Alastair Stansfield,Investment Advisor;Partner,Rise Private Wealth Advisors,alastair@riseprivate.com,,Salesforce
11192441,Inactive Investor,Alexey Cordero,,"Popular Securities, LLC Ponce PR Monte Town Ctr",,,Salesforce
10657925,,Benjamin Caruso,,,ben.caruso@lpl.com,,List Import
10961285,Inactive Investor,Briana Schneider,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,briana_schneider@vanguard.com,,Salesforce
10842546,Inactive Investor,Jonathan Chase,,State Farm VP Management Corp. Saint Louis MO 2968 Dougherty Ferry Rd,,,Salesforce
9576477,,Yisrael Kugel,,,yiskug@gmail.com,,List import
11113842,Inactive Investor,Michael Robbins,Assistant Vice President,LPL Financial LLC,michael.robbins@lpl.com,,Salesforce
10948445,Inactive Investor,Jake Scott,Financial Advisor,"Ameriprise Financial Services, LLC Emporia KS 702 Commercial St",jake.scott@ampf.com,,Salesforce
10835719,Inactive Investor,Michael Kuenster,Financial Advisor;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",michael.j.kuenster@wellsfargo.com,,Salesforce
11005882,Inactive Investor,Andrew Llewellyn,,M1 Finance LLC,a.llewellyn@m1finance.com,,Salesforce
11141089,Inactive Investor,Daniel Kolb,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Brookfield WI 18500 W Corporate Dr",daniel.kolb@rbc.com,,Salesforce
9549670,,Jon Pildis,,,jon.pildis@gmail.com,,List import
10804467,Inactive Investor,Nancy O'Hara,Chief Compliance Officer;Treasurer;Vice President,Mount Vernon Associates Inc,nvohara@mtvernonassoc.com,,Salesforce
9571706,,Haley Wright,,,haleywright@gmail.com,,List import
2544528,,HARETH ALBAHLOUL,,,hareth007@yahoo.com,,
10887687,Inactive Investor,Michelle Tolmoff,,Cetera Investment Services LLC Tampa FL 711 E Henderson Ave,michelle.tolmoff@ceterais.com,,Salesforce
10659768,,Scott Hunken,,,scott_hunken@glic.com,,List Import
11036804,Inactive Investor,Kimberly Shurtleff,,State Farm VP Management Corp. Boise ID 410 S Orchard St,kimberly.shurtleff.vabmbh@statefarm.com,,Salesforce
11126052,Inactive Investor,Carl Fischer,,United Planners' Financial Services of America A Limited Partner Great Falls VA 10101 Nedra Dr,cwfischer@unitedplanners.com,,Salesforce
11236185,Inactive Investor,Jonathan Grizaniuk,,TD Private Client Wealth LLC Mount Laurel NJ 12000 Horizon Way,jonathan.grizaniuk@td.com,,Salesforce
11061833,Inactive Investor,Jacqueline Corley,Wealth Management Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,jacqueline.corley@jpmorgan.com,,Salesforce
11211160,Inactive Investor,William Reilly,Financial Advisor;Investment Officer;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Elmira NY 100 W Water St",william.reilly@wellsfargoadvisors.com,,Salesforce
10891433,Inactive Investor,Christine Tang,,LPL Financial LLC Houston TX 3120 Southwest Fwy,christine.tang@lpl.com,,Salesforce
10897147,Inactive Investor,Kenneth Calvird,Client Relationship Manager,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",kenneth.calvird@ampf.com,,Salesforce
11057632,Inactive Investor,Leslie Widmann,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",leslie.widmann@nm.com,,Salesforce
10847123,Inactive Investor,Steven Hill,Financial Advisor,"Wells Fargo Clearing Services, LLC Atwater CA 243 E Bellevue Rd",steven.a.hill@wellsfargo.com,,Salesforce
11230198,Inactive Investor,Jong Nam Baek,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,,,Salesforce
9615031,,Dixie Goodmna,,,santiago.mar@yahoo.com,,List import
11022510,Inactive Investor,Keila Pina,,"MML Investors Services, LLC New York NY 286 Madison Ave",,,Salesforce
234219,, -,,[[Unknown]],krionyx35@gmail.com,,
11130838,Inactive Investor,Kerry Cabral,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",kerry.cabral@ml.com,,Salesforce
10800315,Inactive Investor,Michael Olson,,J.P. Morgan Securities LLC Milwaukee WI 8737 N Port Washington Rd,michael.c.olson@jpmorgan.com,,Salesforce
10794989,Inactive Investor,Robert Pierson,Chief Compliance Officer;Founder;Managing Director;Managing Member,Pierson Wealth Management,robert@piersonwealth.com,,Salesforce
10938359,Inactive Investor,Sierra Tardy,,"Empower Financial Services, Inc Porter TX Private Residence",sierra.tardy@empower.com,,Salesforce
11235855,Inactive Investor,Michael Hou,Financial Professional,"Buck Wealth Strategies, LLC",,,Salesforce
10885755,Inactive Investor,Maralynn Kearney,Financial Advisor,LPL Financial LLC Oak Brook IL 1220 Kensington Rd,maralynn.kearney@lpl.com,,Salesforce
10953383,Inactive Investor,Dustin Paterson,,J.P. Morgan Securities LLC Chino CA 3800 Grand Ave,dustin.paterson@jpmorgan.com,,Salesforce
9596444,,Dan Sickles,,,dlsickles@gmail.com,,List import
9637883,,Leonard Dorsaz,,,ldorsaz@piguetgalland.ch,,List import
11146585,Inactive Investor,Lee Rawiszer,Chief Financial Officer;Managing Partner;Managing Principal,"Trivium Point Advisory, LLC",lee@pfpartners.com,,Salesforce
10841293,Inactive Investor,Charles Russ,,Intervest International Equities Corporation Greenville SC 710 Laurens Rd,charles.russ@intervestintl.com,,Salesforce
9586633,,John Sanford,,,johnsanford@me.com,,List import
10785851,Inactive Investor,Robert Tucker,Managing Director,Stephens,rtucker@stephens.com,,Salesforce
9559272,,Fatima Hussein,,,fhuseein@ap.org,,List import
9584521,,Nathan Paul,,,nathan.paul@lazard.com,,List import
11118320,Inactive Investor,Eardie Williams,,PFS Investments Inc. Omaha NE 11811 I St,ewilliams.elw74@primerica.com,,Salesforce
11150733,Inactive Investor,Brian Dentinger,Financial Advisor,Edward Jones Saint Louis MO 3870 S Lindbergh Blvd,brian.dentinger@edwardjones.com,,Salesforce
11112365,Inactive Investor,Lynn Sperandeo,Managing Director - Investments,Wedbush Securities Inc. New York NY 142 W 57th St,lynn.sperandeo@wedbush.com,,Salesforce
11069111,Inactive Investor,John Madigan,Financial Advisor,Commonwealth Financial Network Lake Ozark MO 754 Bagnell Dam Blvd,jmadigan@commonwealth.com,,Salesforce
11187995,Inactive Investor,Neil Ward,,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,neil.j.ward@chase.com,,Salesforce
10897621,Inactive Investor,Bruce Broughton,,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10832062,Inactive Investor,Casey McLaughlin,Principal,LPL Financial LLC Waterloo IA 621 Grant Ave,casey.mclaughlin@lpl.com,,Salesforce
9573653,,Joseph Johnson,Senior Financial Advisor,,jjohnson@vanderbiltsecurities.com,,List import
10877525,Inactive Investor,Geovani Mejia,Financial Advisor,Edward Jones Chattanooga TN 7694 E Brainerd Rd,geo.mejia@edwardjones.com,,Salesforce
11001816,Inactive Investor,Cindy Spitzer,Manager;Member;Senior Investment Advisor,Bull Bear Investment Management LLC,cindy@bullbearinvestmentmanagement.com,,Salesforce
205662,,Luis Perez,,[Unknown],luis@asesoresir.com,,Organic Search
11223847,,anthony pinto,,,anthony.pinto873@gmail.com,,Web Form Fillout
11164606,Inactive Investor,Sean Whetstone,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
10911305,Inactive Investor,Robert Pelliciotta,,"Truist Investment Services, Inc. Wilmington NC 101 N 3rd St",rpelliciotta@truist.com,,Salesforce
10931627,Inactive Investor,Michael Amadoro,,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 1230 Hwy 315 Blvd",,,Salesforce
335594,,Abraham Joseph,Portfolio Manager,Arosa Capital Management Lp,abraham.joseph@arosacapital.com,212-218-0550,Manual List Upload
9585634,,William Eastburn,,,william.eastburn@lfg.com,,List import
11092862,Inactive Investor,Larry Snider,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,larry.snider.szy5@statefarm.com,,Salesforce
9633893,,Albert Vega,,,seafarr@yahoo.com,,List import
11011611,Inactive Investor,Marie Elliott,,LPL Financial LLC Port Allen LA Private Residence,marie.elliott@lpl.com,,Salesforce
9569055,,griselda felix,,,fexco@outlook.es,,List import
11076083,Inactive Investor,Daniel Dingus,President,Fragasso Financial Advisors,ddingus@fragassoadvisors.com,,Salesforce
11140410,Inactive Investor,Adam Myler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
224605,,Roberta Haines,,[Unknown],rbbigtime2@gmail.com,,
11140760,Inactive Investor,Kishi Box,,HSBC Securities (USA) Inc. Houston TX 3050 Post Oak Blvd,,,Salesforce
10946056,Inactive Investor,Andrew Brasosky,Financial Advisor,Edward Jones Kalamazoo MI 4798 Campus Dr,,,Salesforce
10523680,,Goran Valente,,,goran.valente@proton.me,,Web Form Fillout
9609858,,Jacob Baker,,,jpbaker9988@gmail.com,,List import
11076747,Inactive Investor,William Eichhorn,Senior Advisor,"Rather & Kittrell, Inc.",teichhorn@rkcapital.com,,Salesforce
10892538,Inactive Investor,Ronald Knaflic,Financial Advisor,Edward Jones Waterford WI 813 Fox Ln,ronald.knaflic@edwardjones.com,,Salesforce
11148109,Inactive Investor,Joaquin Turner,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,joaquin.turner@fidelity.com,,Salesforce
11148431,Inactive Investor,Melissa Scotti,,Safra Securities LLC,melissa.scotti@safra.com,,Salesforce
10952998,Inactive Investor,Brandon Wabnik,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,brandon.wabnik@morganstanley.com,,Salesforce
10914789,Inactive Investor,Brian Zellner,Vice President,D.A. Davidson & Co.,,,Salesforce
11001617,Inactive Investor,Gregory Peebles,,LPL Financial LLC Dublin CA 7901 Amador Valley Blvd,gregory.peebles@lpl.com,,Salesforce
11082953,Inactive Investor,Jeffrey Hagan,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",jeffrey.hagan@ml.com,,Salesforce
11160947,Inactive Investor,Jason Runung,Senior Financial Advisor,Commonwealth Financial Network Englewood CO 8400 E Prentice Ave,jrunung@commonwealth.com,,Salesforce
11201107,Inactive Investor,Kyle Fairall,Investment Advisor Representative;Wealth Manager,"Redwood Investment Group, Inc",kyle.fairall@myredwoodinvestments.com,,Salesforce
11099522,Inactive Investor,Jeffrey Williams,Chief Compliance Officer;Managing Member;Portfolio Manager;Private Wealth Advisor,"Fairscale Capital, LLC Nashua NH 20 Trafalgar Sq",jw@fairscalecapital.com,,Salesforce
10944793,Inactive Investor,Pamela Chen,Chief Compliance Officer;Chief Investment Officer;Founder,Refresh Investments,,,Salesforce
11234718,Inactive Investor,Blake Gunderson,Relationship Manager,Bridges Investment Management Inc,,,Salesforce
11194179,Inactive Investor,Corey Neufeld,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10865414,Inactive Investor,Thomas Karp,,"Osaic Wealth, Inc. Saint Paul MN 400 Selby Ave",,,Salesforce
11046392,Inactive Investor,Gary Miller,Chief Executive Officer;Founder,"Frontier Asset Management, LLC",gmiller@frontierasset.com,,Salesforce
11194724,Inactive Investor,Frances Sweatt Clark,,"Avantax Investment Services, Inc. Silver Spring MD 12069 Tech Rd",,,Salesforce
10844966,Inactive Investor,Bruce Simon,Partner;Senior Investment Advisor,Ballentine Partners Palm Beach Gardens FL 3801 PGA Blvd,bsimon@ballentinepartners.com,,Salesforce
11122347,Inactive Investor,Corinna Sech,Client Assistant,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,csech@rwbaird.com,,Salesforce
11236460,Inactive Investor,Ronan Figueroa,Associate Financial Advisor,"Seaside Wealth Management, Inc.",ronan@seasidewealth.com,,Salesforce
11044779,Inactive Investor,Tyler Snell,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,tyler.snell@primerica.com,,Salesforce
11182711,Inactive Investor,William Orender,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,william.orender@primerica.com,,Salesforce
10819721,Inactive Investor,Michael Miller,Financial Advisor,Edward Jones Gardnerville NV 1483 US Hwy 395 N,michael.l.miller@edwardjones.com,,Salesforce
11143172,Inactive Investor,William Summers,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",wsummers@financialguide.com,,Salesforce
11230245,Inactive Investor,Ying Liu,,NYLIFE Securities LLC Flushing NY 3902 Main St,yliu22@ft.newyorklife.com,,Salesforce
9633269,,STEVEN COLIS,,,stevecolis@yahoo.com,,List import
11161857,Inactive Investor,Adam Seidman,,Modern Capital Securities Inc.,aseidman@financialguide.com,,Salesforce
10817922,Inactive Investor,Cheryl Reed,,"Raymond James & Associates, Inc. Pekin IL Private Residence",cheryl.reed@raymondjames.com,,Salesforce
188014,,Crawford James II,,[Unknown],crawfordpartners@gmail.com,,source
11003292,Inactive Investor,James Horris,Financial Advisor,Lincoln Investment Brookeville MD Private Residence,jhorris@lincolninvestment.com,,Salesforce
10977873,Inactive Investor,Veronica Carranza,,J.P. Morgan Securities LLC Casa Grande AZ 1201 E Florence Blvd,veronica.carranza@jpmorgan.com,,Salesforce
11201542,Inactive Investor,Daren Pladson,Principal;Wealth Advisor,"Eide Bailly Advisors, LLC",dpladson@eidebailly.com,,Salesforce
9587982,,Ricardo Normand,,,rinormand@yahoo.com,,List import
10941806,Inactive Investor,Robert Cooney,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10991017,Inactive Investor,Cole Havlovic,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",cole.havlovic@nm.com,,Salesforce
11036335,Inactive Investor,Andrea Longoria,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,,,Salesforce
11129345,Inactive Investor,Andrew Lewis,Chief Compliance Officer;Founder;Manager;Managing Principal,The Lewis Financial Group,,,Salesforce
9647379,,Maui Richmond,,,mauirichmond11185@gmail.com,,List import
10851787,Inactive Investor,Alex Mcneely,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",alex.mcneely@schwab.com,,Salesforce
9574190,,Quentin Turner,,,quentin.turner@fmr.com,,List import
10802492,Inactive Investor,Judith Reed,Financial Advisor,Morgan Stanley Boston MA 28 State St,judith.reed@morganstanley.com,,Salesforce
11115987,Inactive Investor,Nicholas Oldenburg,,State Farm VP Management Corp. Oregon WI 797 Market St,nick.oldenburg.khcf@statefarm.com,,Salesforce
9616212,,Gildas Samba-Bandza,,,g5@onetouchconsulting.fr,,List import
11202441,Inactive Investor,Eric Lansford,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Senior Banker;Wealth Manager,"Sound Financial Investments, Inc.",eric@sfiria.com,,Salesforce
9588995,,Todd Heath-hazlett,,,toddheath_hazlett@hotmail.com,,List import
11262014,Inactive Investor,Shamir Ozery,,Algorand,shamir@algorand.com,,dedicated
11148467,Inactive Investor,Jason Lewis,,"Allstate Financial Services, LLC Strongsville OH 12331 Pearl Rd",,,Salesforce
9582440,,Gunby Garrard,,,gjgarrard@jordancapital.com,,List import
11052978,Inactive Investor,Miranda Zarling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 2015 Coit Rd",miranda.zarling@ml.com,,Salesforce
11097136,Inactive Investor,Jonathan Agnew,Director,Investors Capital Management Inc,,,Salesforce
11047264,Inactive Investor,Kimberly Sutton,,LPL Financial LLC Newcastle OK Private Residence,,,Salesforce
9466643,,Gregory Greg Anderson,,Gregory Anderson,greganderson512@gmail.com,,Organic Search
11129195,Inactive Investor,Leslie Askew,Client Service Coordinator,"Ameriprise Financial Services, LLC Murfreesboro TN 270 Glenis Dr",leslie.askew@ampf.com,,Salesforce
10838640,Inactive Investor,Stephen Schneider,,"Calton & Associates, Inc. Madison WI 6525 Grand Teton Plz",sschneider@calton.com,,Salesforce
11217270,,Karthick Dalawai Narayanswamy,,,kdalawai-narayanswamy@htk.com,,Other
10993517,Inactive Investor,Myungjoo Lee,,NYLIFE Securities LLC Ann Arbor MI Private Residence,mlee14@ft.newyorklife.com,,Salesforce
226647,, -,,[[Unknown]],lw28144@yahoo.com,,Initial Salesforce Import
9631186,,Paper Buck,,,paperbucks@gmail.com,,List import
11060472,Inactive Investor,Julie Miller,Financial Advisor,Edward Jones Brecksville OH Private Residence,julie.miller3@edwardjones.com,,Salesforce
10995785,Inactive Investor,Gabriel Hubieres,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,gabriel.hubieres@chase.com,,Salesforce
11239203,Inactive Investor,Craig Haber,,Cetera Advisors LLC,craig.haber@ceteraadvisors.com,,Salesforce
11127325,Inactive Investor,Scott Bloomfield,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,scott.bloomfield@primerica.com,,Salesforce
7534483,,Tiffany Smith,,,falage4503@jthoven.com,,Web Form Fillout
10849794,Inactive Investor,Marios Gregoriou,Chief Compliance Officer;Managing Director;Managing Member,"Elite Capital Services, LLC",marios@elitecapitalservices.com,,Salesforce
9575440,,Shari Krull,,,shari@streetwisepartners.org,,List import
9593418,,Dana Jones,,,djones@wrfasc.com,,List import
10990736,Inactive Investor,Nora Mireles,,PFS Investments Inc. San Antonio TX 4400 S Piedras Dr,nora.mireles@primerica.com,,Salesforce
10911625,Inactive Investor,Robert Gabhart,,"Osaic Wealth, Inc. Keller TX 118 W Olive St",,,Salesforce
11172453,Inactive Investor,Linda English,,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",linda.english@tiaa.org,,Salesforce
10606362,,Gerard Heymann,"Financial Advisor, Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",gerard.heymann@rbc.com,212-703-6067,List Import
9602396,,Drew Kirchoff,,,drew.kirchoff@gmail.com,,List import
10611682,,Jeffrey Cohen,"Financial Advisor, First Vice President - Investments",,jeffrey.cohen@wellsfargoadvisors.com,,List Import
10826671,Inactive Investor,Lisa Schaub,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,lisa.schaub@lpl.com,,Salesforce
10808349,Inactive Investor,Justin Paeper,,Edward Jones Tempe AZ 8620 S River Pkwy,justin.paeper@edwardjones.com,,Salesforce
11232964,Inactive Investor,John Olson,Productivity Consultant;Vice President,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",john.olson@wellsfargo.com,,Salesforce
10783293,Inactive Investor,Hillary McLean,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,hillary.mclean@fidelity.com,,Salesforce
10825671,Inactive Investor,Steven Jones,Financial Advisor,"Ameriprise Financial Services, LLC Emmetsburg IA 1005 Broadway St",steven.jones@ampf.com,,Salesforce
11217673,,Brian Mckinney,,,bmckinney@commonwealth.com,,List Import
9559893,,Todd Williams,,,toddwill716@gmail.com,,List import
9415785,,Ken Glynn,,Tailwind Master Fund LP,ken@oca-consulting.com,,Organic Search
10893414,Inactive Investor,Cameron Quimby,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,cameron.quimby@fidelity.com,,Salesforce
11010175,Inactive Investor,Jason Hoppa,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10893104,Inactive Investor,David Scherer,,J.P. Morgan Securities LLC New York NY 277 Park Ave,david.scherer@jpmorgan.com,,Salesforce
116370,,Terry Knepp,Senior Financial Planning Analyst,"Allegheny Investments, Ltd.",tknepp@alleghenyfinancial.com,412-536-8021,
11013289,Inactive Investor,Mark Knepper,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,mknepper@primerica.com,,Salesforce
10925517,Inactive Investor,Carol Petznick,,PFS Investments Inc. Overland Park KS 8500 W 110th St,cpetznick.bnv72@primerica.com,,Salesforce
9588411,,John Jordan,,,jjordan@roarkcapital.com,,List import
205172,,Matthew Greenspon,,[Unknown],matt@greensponinvest.com,,
9634024,,Helen Bast,,,helenbast2@gmail.com,,List import
9615015,,Kevin cosby,,,kwc577@yahoo.com,,List import
9644766,,Charles Kelley,,,mkelley@strikeprotocols.com,,List import
9626702,,Gautham Babu,,,gautham69@gmail.com,,List import
11009487,Inactive Investor,Carey Washington,,"Wells Fargo Clearing Services, LLC Lexington SC 5490 Sunset Blvd",,,Salesforce
11039516,Inactive Investor,Eric Pucciarelli,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",,,Salesforce
11033332,Inactive Investor,Ricky Yang,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",ricky.yang@ml.com,,Salesforce
11185019,Inactive Investor,Lisa Windsor,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10418733,,Ederson Castro pereira neto,,,eder.cpn@gmail.com,,Web Form Fillout
11217178,,George Lauck,,,glauck@lincolninvestment.com,,Other
10974222,Inactive Investor,James Hobbs,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10769863,Inactive Investor,Robert White,Chief Financial and Administrative Officer;Chief Financial Officer;Chief Operating Officer;Regulatory Contact,"Advent Capital Management, LLC",bwhite@adventcap.com,,Salesforce
11143647,Inactive Investor,John Distad,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Ventura CA 60 S California St,jdistad@dadco.com,,Salesforce
10792276,Inactive Investor,Mounir Benbatoul,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Reston VA 11951 Freedom Dr,mounir.benbatoul@morganstanley.com,,Salesforce
11099027,Inactive Investor,George Carlo,,"Spartan Capital Securities, LLC Ronkonkoma NY 4175 Veterans Memorial Hwy",,,Salesforce
11018250,Inactive Investor,Richard St John,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,rst-john@eaglestrategies.com,,Salesforce
11022608,Inactive Investor,Dan Nguyen,Senior Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. Woodland Hills CA 21700 Oxnard St",dan.nguyen1@usbank.com,,Salesforce
11046903,Inactive Investor,Fabrice Onomo,,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,fabrice.onomo@morganstanley.com,,Salesforce
192214,,Hugh Cotterill,,[Unknown],hugh.cotterill@outlook.com,,Other
10980558,Inactive Investor,Ronald Sulhoff,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",ronald.sulhoff@empower.com,,Salesforce
11030493,Inactive Investor,Collin Daniell,,"MML Investors Services, LLC Chattanooga TN 7213 Noah Reid Rd",,,Salesforce
11121132,Inactive Investor,Alisha Roberts,,Purshe Kaplan Sterling Investments Portsmouth NH 22 Deer St,aroberts@pksinvest.com,,Salesforce
11026451,Inactive Investor,Ricky Fisher,Financial Advisor;Vice President,"WesBanco Securities, Inc. Lexington KY 2509 Sir Barton Way",,,Salesforce
9558450,,Joseph Julian,,,joejulainjr@verizon.net,,List import
10929605,Inactive Investor,Corrie Blair,,Purshe Kaplan Sterling Investments,corrie.blair@lpl.com,,Salesforce
23377,,Ned Karren,Principal,"Kunath Karren Rinne & Atkin, LLC",karren@kkra.com,,Database Upload
11151509,Inactive Investor,Jeffrey Stevenson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10901562,Inactive Investor,Dante Sammarco,,Fidelity Brokerage Services LLC Charlotte NC Private Residence,dante.sammarco@fidelity.com,,Salesforce
90812,,Daniel Kanter,President,"Siena Capital Partners Gp, Llc",dkanter@sienacapital.net,312-559-1850,Manual List Upload
9598904,,Edward Sota,,,esota@safeguardinvestment.com,,List import
11030343,Inactive Investor,Shawn Cudney,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",shawn.cudney@nm.com,,Salesforce
11067582,Inactive Investor,Dairian Cox,Premier Banker,"Wells Fargo Clearing Services, LLC Orangevale CA 9407 Madison Ave",,,Salesforce
10955857,Inactive Investor,Jason Yin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10920211,Inactive Investor,April Kriha,Financial Advisor;Investment Advisor;Owner;Principal,Tenere Financial Sammamish WA Private Residence,april@tenerefinancial.com,,Salesforce
9618275,,Gregory Reposa,,,greg@empyrean.com,,List import
10792173,Inactive Investor,Marc Anstrom,Senior Director - Wealth Management,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",marc.anstrom@tiaa.org,,Salesforce
351776,,Glenn Ross,Managing Partner,"Marquette Associates, Inc.",ger@marquetteassociates.com,610-719-0300,Manual List Upload
11170028,Inactive Investor,Shawn Kinney,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",shawn.kinney@stifel.com,,Salesforce
10912292,Inactive Investor,Barbara Ellis,Financial Professional,LPL Financial LLC Corpus Christi TX Private Residence,barbara.s.ellis@lpl.com,,Salesforce
11000533,Inactive Investor,William Conroy,Financial Professional,"MML Investors Services, LLC Franklin TN 329 S Royal Oaks Blvd",,,Salesforce
10647714,,Mark Barczuk,,,mark.barczuk@benjaminfedwards.com,,List Import
11061721,Inactive Investor,Guannan Li,,"Independent Financial Group, LLC Diamond Bar CA 660 N Diamond Bar Blvd",,,Salesforce
11096694,Inactive Investor,Kenny Davin,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,kenny.davin@fidelity.com,,Salesforce
11033844,Inactive Investor,Sheldon Walker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",,,Salesforce
10853658,Inactive Investor,Lauren Stone,,State Farm VP Management Corp. Grapevine TX 2200 W State Hwy 114,,,Salesforce
9569723,,Darlene Dahl,,,ddahl@daintreeadvisors.com,,List import
11117766,Inactive Investor,Deborah Coonerty,,"Avantax Investment Services, Inc. Deer Park NY 1755 Deer Park Ave",,,Salesforce
10965630,Inactive Investor,Samuel Wertz,Associate Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",samuel.wertz@ampf.com,,Salesforce
11085586,Inactive Investor,Donald Hejmanowski,,"Empower Financial Services, Inc Pahrump NV Private Residence",donald.hejmanowski@empower.com,,Salesforce
10857497,Inactive Investor,Robert Villaflor,,Sprott Global Resource Investments Ltd,rvillaflor@sprottglobal.com,,Salesforce
1001357,Inactive Investor,Ronen Zekry,,Lezam Investments,ronen5@me.com,,
10659989,,Jeffrey Smith,,,jeffrey.smith@opco.com,,List Import
9607070,,Gary Tso,,,gary.tso@afmgt.com,,List import
10583385,,F f d Tvtcrcr,,,tvtc@gmail.com,,Web Form Fillout
11168984,Inactive Investor,Kevin Ketter,Senior Representative,PFS Investments Inc. Joliet IL 3180 Theodore St,kketter@primerica.com,,Salesforce
9601347,,Cameron Feather,,,cfeather@hbksorce.com,,List import
9589871,,Stephen Scruggs,,,dominionsurfcraft@gmail.com,,List import
11146194,Inactive Investor,John McCarty,Financial Advisor,Morgan Stanley Jonesboro AR 2211 Fowler Ave,john.mccarty@morganstanley.com,,Salesforce
10891321,Inactive Investor,Steven Lott,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Torrance CA 1255 Sartori Ave",steven.lott@ml.com,,Salesforce
11206017,Inactive Investor,Todd Polackin,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",todd.polackin@raymondjames.com,,Salesforce
10897676,Inactive Investor,Brandon Akau,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.akau@fidelity.com,,Salesforce
11105409,Inactive Investor,Dean Shepherd,Financial Advisor,Edward Jones Wilmington IL 311 W Baltimore St,dean.shepherd@edwardjones.com,,Salesforce
11010131,Inactive Investor,Patrick Meadowcroft,,"CreativeOne Securities, LLC Owings Mills MD 100 Painters Mill Rd",,,Salesforce
10846607,Inactive Investor,Eric Levin,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 5801 Pelican Bay Blvd",eric.levin@wellsfargoadvisors.com,,Salesforce
10696152,,Pedro Lopez Jacome,,"MIURA CAPITAL, LLC",plopez@miura-capital.com,,List Import
10919675,Inactive Investor,John Hokenson,Member;Partner;Senior Equity Analyst,"Pier Capital, LLC",,,Salesforce
10884642,Inactive Investor,Peggy Sherman,Financial Advisor,Briaud Financial Advisors,psherman@briaud.com,,Salesforce
10996233,Inactive Investor,Jorge Villanueva,,J.P. Morgan Securities LLC Torrance CA 4840 W 190th St,jorge.villanueva@jpmorgan.com,,Salesforce
10885542,Inactive Investor,Zachary Wolf,Portfolio Manager;Secretary,Boltwood Capital Management,,,Salesforce
11196176,Inactive Investor,Daniel Bashinski,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 4357 Ferguson Dr",dan.bashinski@tfaconnect.com,,Salesforce
9592128,,Christopher Zeches,,,czeches@zecheswealth.com,,List import
9573947,,Christian Luna,,,chris_luna28@aim.com,,List import
9600602,,Gwinn Nixon,,,gnixon@beaconstreetcapital.com,,List import
11189779,Inactive Investor,Donald Mouton,,Kovack Securities Inc. Round Rock TX 4001 Sable Oaks Dr,,,Salesforce
10770184,Inactive Investor,Darren Bernard,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,darren.j.bernard@jpmorgan.com,,Salesforce
11156155,Inactive Investor,Daniel Basileo,,"Equitable Advisors, LLC Glen Oaks NY 26505 Hillside Ave",daniel.basileo@equitable.com,,Salesforce
9634418,,Kevin Crosby,,,kcrosby@arclightcapital.com,,List import
229186,,Solomon Reese -,,Solomon Reese [[Unknown]],smreesenco@gmail.com,,
10985468,Inactive Investor,Marion Deoferio,Financial Advisor,Key Investment Services LLC Des Moines WA 22033 Marine View Dr S,marion.deoferio@key.com,,Salesforce
11236008,Inactive Investor,Antonio Smith,Investment Research Analyst,Ancorato,antonio.smith@ancoratocapital.com,,Salesforce
9621854,,Glenn Cackovic,,,gcackovic@globalmacro.com,,List import
10976943,Inactive Investor,Jesus Calderon,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10840878,Inactive Investor,Kaley Bockhop,Chief Financial Officer;Financial Advisor;Investment Advisor,Rosemeyer Management Group,kaley@rosemeyermg.com,,Salesforce
10852175,Inactive Investor,Frederick Freeman,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Durham NC Private Residence",frederick.freeman@tiaa.org,,Salesforce
9570821,,Jason Walters,,,jason.walters@fidelity.com,,List import
10968965,Inactive Investor,Marco Silva,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11166799,Inactive Investor,Robert Harnett,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,bob.harnett@ubs.com,,Salesforce
10387792,,mehmet ali yılmaz,,,mehmetali61.61@outlook.com,,Web Form Fillout
10646781,,Lawrence Howes,,,lawrence@shwj.com,,List Import
11056771,Inactive Investor,Kaitlyn Forrey,,J.P. Morgan Securities LLC Houston TX 600 Travis St,kaitlyn.forrey@jpmorgan.com,,Salesforce
10884949,Inactive Investor,Paul Steenblik,Senior Vice President;Wealth Advisor,"Pinkerton Retirement Specialists, LLC",psteenblik@pinkertonretirement.com,,Salesforce
10935240,Inactive Investor,Dena Patt,,"Farmers Financial Solutions, LLC Shadyside OH 3996 Central Ave",dpatt@farmersagent.com,,Salesforce
11222748,,Fanny Guo,,,fanny.guo@merceradvisors.com,,List Import
11139712,Inactive Investor,Neal Takahashi,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC El Dorado Hills CA 989 Governor Dr",neal.takahashi@nm.com,,Salesforce
9593888,,Priyam Deka,,,priyam.deka777@gmail.com,,List import
10899766,Inactive Investor,Osten Waite,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
11184592,Inactive Investor,Brian Vallow,Financial Advisor;Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Orland Park IL 15255 S 94th Ave",brian.vallow@wellsfargoadvisors.com,,Salesforce
9644187,,?? ?,,,snow8261@me.com,,List import
10616881,,Bart Bonga,,,jmejdrich@rothschildinv.com,,List Import
10985082,Inactive Investor,Daniel Cook,,J.P. Morgan Securities LLC Denver CO 7293 E Hampden Ave,,,Salesforce
10510628,,Rahul Hemrajani,Director of Product,Fitch Ratings,r.hemrajani9@gmail.com,,List Import
10956744,Inactive Investor,Keith Tassio,,"Osaic Wealth, Inc. Novato CA 109 Laurelwood Dr",,,Salesforce
9571146,,Kathy Ericson,,,ericson.kathleen@gmail.com,,List import
10815377,Inactive Investor,Christopher Walker,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Mission KS 1900 Shawnee Mission Pkwy",christopher.walker@wellsfargoadvisors.com,,Salesforce
9619509,,sail ren,,,renwanchao@gmail.com,,List import
11057112,Inactive Investor,Brendan Shine,,Goldman Sachs & Co.,,,Salesforce
10486999,,Frank Zuch,"Executive Director - Investments, Financial Advisor",Oppenheimer & Co. Inc.,frank.zuch@opco.com,,List Import
11121693,Inactive Investor,Bradley Shelman,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Iowa City IA 1580 Mall Dr",bradley.l.shelman@ampf.com,,Salesforce
373996,,Robert Longnecker,,[Unknown],roblongnecker@gmail.com,,source
11093632,Inactive Investor,Margaret Dunn,Chief Compliance Officer;Client Advisor;Partner,"Steadmont Advisors, LLC",mimi@steadmontadvisors.com,,Salesforce
10895081,Inactive Investor,Harris Reinstein,,"Osaic Wealth, Inc. Mountain Lakes NJ 115 US Hwy 46",,,Salesforce
10935136,Inactive Investor,Viola Liu,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",violaliu@financialguide.com,,Salesforce
10802071,Inactive Investor,David Searcy,Financial Advisor;Senior Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,david.searcy@morganstanley.com,,Salesforce
348587,,Monika Singh,Chief Compliance Officer,"Ziegler Capital Management, LLC",msingh@zieglercap.com,312-454-6633,
10606709,,Paul Wexler,"Financial Advisor, Managing Director - Wealth Management, Senior Portfolio Manager",UBS Financial Services Inc.,paul.wexler@ubs.com,631-420-6466,List Import
11160807,Inactive Investor,Debra Phares,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,debra.phares@ubs.com,,Salesforce
11079184,Inactive Investor,Wendy Horn,,"Raymond James & Associates, Inc. Wellesley MA 8b Linden St",wendy.horn@raymondjames.com,,Salesforce
11109786,Inactive Investor,Bryson Seekins,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,bseekins@eaglestrategies.com,,Salesforce
10945513,Inactive Investor,Sylvia Crow,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",sylvia.crow@truist.com,,Salesforce
10950075,Inactive Investor,Raymond Mallory,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,raymond.mallory@primerica.com,,Salesforce
10657155,,Staci Glon,,,sglon@calamos.com,,List Import
10644916,,Bradley Pickard,,,brad.pickard@republicpartners.com,,List Import
9571679,,Ray Wake,,,raywake08@gmail.com,,List import
9544591,,Victoria Reid,,,victoriareid32600@gmail.com,,List import
9555367,,Grant Omura,,,grant@commonwealthhawaii.com,,List import
10892315,Inactive Investor,Binod Joshi,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9636242,,Richard Zeckhauser,,,richard@equityresources.com,,List import
10770825,Inactive Investor,Brian Wadley,,Cetera Financial Specialists LLC Bourbonnais IL 171 E Bethel Dr,brian.wadley@ceterafs.com,,Salesforce
11107520,Inactive Investor,Fabricio MacAstropa,Chief Financial Officer;Managing Member;Regulatory Contact,Sunstate Wealth Management LLC,fmacastropa@sunstatefl.com,,Salesforce
10610224,,Daniel Chitren,,,dchitren142@gmail.com,,Web Form Fillout
11195283,Inactive Investor,Timothy Wuest,,"First Heartland Capital, Inc. Cedar Rapids IA 1574 42nd St NE",,,Salesforce
6971973,,Jam Haryna,,,jacklyka9@gmail.com,,Web form fillout
10645928,,Katrina Coddington,,,katrina.coddington@guggenheimfunds.com,,List Import
9639479,,Monique Shields,,,mshields@gtcf.org,,List import
10861331,Inactive Investor,Lisa Wain,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,lisa.wain.cpa6@statefarm.com,,Salesforce
11057589,Inactive Investor,Connor Briggs,Wealth Advisor,Murphy Wealth Management Group,cbriggs@murphywealth.com,,Salesforce
11124595,Inactive Investor,Jordan Battaion,,"U.S. Bancorp Investments, Inc. Murfreesboro TN 806 Medical Center Pkwy",,,Salesforce
10917494,Inactive Investor,Mark Rodriguez,Chief Compliance Officer;Chief Financial Officer;Member;Portfolio Manager;President,"White River Capital, LLC",markr@whiteriver-capital.com,,Salesforce
10598240,,Ken Mayfield,,,ken@mozaic-ll.com,,Web Form Fillout
10951776,Inactive Investor,Jamshed Kavina,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,jkavina@primerica.com,,Salesforce
10796128,Inactive Investor,Steven Ringquist,Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",steven.ringquist@raymondjames.com,,Salesforce
351286,,Casey Mcmonagle,Senior Manager,"Hbc Financial Services, Pllc",casey@advisorcpa.com,206-548-5000,Manual List Upload
11048867,Inactive Investor,Michael Fortuna,Complex Risk Officer;Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,michael.fortuna@morganstanley.com,,Salesforce
9554221,,MASUDI MAFTAH,,,z.atlantic@yahoo.com,,List import
10985573,Inactive Investor,Luke Bohlman,,"Farmers Financial Solutions, LLC Houston TX 522 Waugh Dr",lbohlman@farmersagent.com,,Salesforce
10938489,Inactive Investor,John Loquai,Member;Partner,"Excel Financial, LLC",johnl@excelfinancialonline.com,,Salesforce
11083822,Inactive Investor,Stephanie Liu,,Goldman Sachs & Co.,,,Salesforce
11058041,Inactive Investor,Nathan Kramm,Client Service Associate,Morgan Stanley Pittsburgh PA 1 PPG Pl,nathan.kramm@ms.com,,Salesforce
10962447,Inactive Investor,Brian Roscoe,,"First Bankers' Banc Securities, Inc",broscoe@firstbankersbanc.com,,Salesforce
248454,,Matthew Acheson,Director of operations,Shares.io,matthew@shares.io,,Manual List Upload
10982425,Inactive Investor,Nicholas Caron,,"Pruco Securities, LLC. Dover NH Private Residence",floyd.caron@prudential.com,,Salesforce
10639539,,Felipa Castro,,,trace.elements1@gmail.com,,Web Form Fillout
11127715,Inactive Investor,Hannah Rawls,,LPL Financial LLC Cincinnati OH 4555 Lake Forest Dr,hannah.rawls@lpl.com,,Salesforce
9587047,,Katherine Hallberg,,,khallberg@capitolsecurities.com,,List import
9623161,,Renato Almeida,,,renato.psal@gmail.com,,List import
11155115,Inactive Investor,Alessandro Montinaro,,Goldman Sachs & Co.,,,Salesforce
10907220,Inactive Investor,Grant Walters,Financial Advisor;Wealth Management Analyst,Morgan Stanley Wayzata MN 445 Lake St E,grant.walters@morganstanley.com,,Salesforce
174266,,Austin Benjamin,,[Unknown],benjaminschwark509@gmail.com,,source
88692,,Carol Sewell,Chief Compliance Officer And Member,"Arbor Trust Wealth Advisors, Llc",csewell@arbortrust.com,734-389-7794,Manual List Upload
10911667,Inactive Investor,Michael Murphy,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",michael.murphy@schwab.com,,Salesforce
202808,,Jon Heitner,,self employed,heitner@sbcglobal.net,2163609065,Organic Search
10816568,Inactive Investor,Eric Lanning,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Madison WI 1 Erdman Pl",eric.lanning@wellsfargoadvisors.com,,Salesforce
11211825,Inactive Investor,Bradly Blausey,,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",bradly.blausey@ampf.com,,Salesforce
11198080,Inactive Investor,Mary Rose French,,"U.S. Bancorp Investments, Inc. Richmond KY 200 E Main St",,,Salesforce
10831915,Inactive Investor,Steven Weitz,,Purshe Kaplan Sterling Investments,sweitz@pksinvest.com,,Salesforce
9590214,,Kristen Federer,,,kfederer@aetherip.com,,List import
11186348,Inactive Investor,Linda Mikolajczak,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",mikolajczak.linda@principal.com,,Salesforce
11047934,Inactive Investor,Brian Schmidt,,"Avantax Investment Services, Inc.",brian.schmidt@avantax.com,,Salesforce
10834250,Inactive Investor,Peter Prescott,,"Independent Financial Group, LLC San Juan Capistrano CA 30950 Rancho Viejo Rd",,,Salesforce
10951439,Inactive Investor,Lisa Brennan,,LPL Financial LLC North Haven CT 1 Saint John St,lisa.brennan@lpl.com,,Salesforce
9576335,,LNs Jks -,,,linasjankauskas@brandandpepper.com,,List import
10838249,Inactive Investor,Timothy Pederson,Financial Consultant,Thrivent Investment Management Inc. Verona WI 957 Liberty Dr,timothy.pederson@thrivent.com,,Salesforce
10977685,Inactive Investor,Juan Rodriguez-Belendez,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,juanpablo.rodriguez@chase.com,,Salesforce
11176319,Inactive Investor,James Carey,Assistant Vice President;Financial Planner;Portfolio Manager;Senior Product Manager,"U.S. Bancorp Advisors, LLC Minneapolis MN 800 Nicollet Mall",,,Salesforce
10929406,Inactive Investor,Michael Wargo,Financial Advisor,LPL Financial LLC Murrysville PA 3141 Lillian Ave,michael.wargo@lpl.com,,Salesforce
3146447,,Brad Cracchiola,,DW,brad.cracchiola@bmwgroupdesignworks.com,8052164689,
10506086,,Chris McDonald,Financial Advisor,LPL Financial,christopher.mcdonald@lpl.com,(267) 759-6801,List import
1003801,Inactive Investor,Guang Chang,,Chia Hsuan Chang,koalajump@gmail.com,1-510-364-9486,
10957160,Inactive Investor,Sharon Clapprood,,Mutual of America Securities LLC Providence RI 500 Exchange St,sharon.clapprood@mutualofamerica.com,,Salesforce
10899674,Inactive Investor,Alexander Hewit,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,alexander.hewit@ubs.com,,Salesforce
10835032,Inactive Investor,Lauren Prince,Chief Compliance Officer;Owner,Prince Financial Advisory LLC,lauren@lprince.com,,Salesforce
10769459,Inactive Investor,Brian Phillips,Financial Advisor,LPL Financial LLC Kenton OH 224 W Franklin St,brian.phillips@lpl.com,,Salesforce
10916493,Inactive Investor,Samuel Reeves,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11230792,Inactive Investor,Hugh Blake-Thomas,Regional Manager,LPL Financial LLC Brighton MI Private Residence,,,Salesforce
10830153,Inactive Investor,James Wright,,"Allstate Financial Services, LLC Vacaville CA 3075 Alamo Dr",jameswright@allstate.com,,Salesforce
10889139,Inactive Investor,Trey Toifel,,Cetera Investment Services LLC Mobile AL 11 N Water St,,,Salesforce
9583176,,Supahmit Suppha,,,supahmit.pae@gmail.com,,List import
345460,,Sharon Emerson,,"Phillips Capital Advisors, Inc.",semerson@bancfirst.com,405-943-9433,Manual List Upload
9574003,,Lee Windt,,,lwindt@massmutual.com,,List import
10940654,Inactive Investor,Amy Galli,,"Calton & Associates, Inc.",amy.galli@calton.com,,Salesforce
9547316,,Brandon Kodish,,,brandonkodish57@gmail.com,,List import
9569976,,William McReynolds,,,wmcreynolds92@gmail.com,,List import
10855474,Inactive Investor,Aaron Martin,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10929295,Inactive Investor,David Gump,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",matt.gump@ml.com,,Salesforce
10903197,Inactive Investor,Robert Mann,Chief Compliance Officer;Founder;President,"Advisor's Capital Investments Inc, Woodstock CT 17 Tripp Rd",,,Salesforce
10877162,Inactive Investor,Wendy Mitchell,Registered Associate,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,wendy.mitchell@morganstanley.com,,Salesforce
11145005,Inactive Investor,Blanchard Granville,Chief Compliance Officer;Founder;Owner,"Granville Wealth Management, Inc.",bgranv@granvillefinancial.com,,Salesforce
10999921,Inactive Investor,William Patton,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",william.patton@empower.com,,Salesforce
10828817,Inactive Investor,Michelle Aiello,Sales Assistant;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",michelle.aiello@ml.com,,Salesforce
10879344,Inactive Investor,Alexia Jackson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",alexia.jackson@ml.com,,Salesforce
10869446,Inactive Investor,Colin Gale,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11218745,,Melissa Willoughby,,,melissa.willoughby@horacemann.com,,Other
10990081,Inactive Investor,James Hopkins,Financial Advisor,"Ameriprise Financial Services, LLC Kokomo IN 217 E Southway Blvd",,,Salesforce
11198542,Inactive Investor,Frank Riccardi,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,fariccardi@ft.newyorklife.com,,Salesforce
11164538,Inactive Investor,Robert Hawkins,,"Robinhood Financial, LLC",,,Salesforce
9596282,,Royce Medlin,,,royce@clearrockadvisors.com,,List import
9553045,,Justin Chuh,,,justinc27a4@gmail.com,,List import
10955248,Inactive Investor,Hanlon Lowell,,Citigroup Global Markets Inc.,,,Salesforce
11085842,Inactive Investor,Michael Fowls,,NYLIFE Securities LLC Fort Worth TX 777 Main St,mfowls@ft.newyorklife.com,,Salesforce
10843095,Inactive Investor,Amer Rathore,,"Carter, Terry & Company, Inc.",arathore@carterterry.com,,Salesforce
10790733,Inactive Investor,Bryan Boesen,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,bryan.boesen@morganstanley.com,,Salesforce
340143,,Taaghol Pouya,,[Unknown],pouya@ultrqbluecap.com,,Event
11164698,Inactive Investor,Safia Wentling,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",safia.wentling@nm.com,,Salesforce
10793564,Inactive Investor,Paula Pienkowska,Co-Founder;Managing Member;Partner,Riverview Capital Advisers LLC,,,Salesforce
9581637,,Bernard Holmes,,,holmblaw@aol.com,,List import
11061884,Inactive Investor,Razmig Kechichian,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
10797377,Inactive Investor,Martin Camarena,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Long Beach CA 111 W Ocean Blvd",martin.camarena@wellsfargo.com,,Salesforce
10792160,Inactive Investor,Joseph Madden,Co-Founder;President,Madden Funds Management,,,Salesforce
11157679,Inactive Investor,Luisa Martinez,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,luisa.martinez@fmr.com,,Salesforce
10934652,Inactive Investor,Mark Culhane,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner;Principal,"WealthSpring Advisors, LLC",mark.culhane@wealthspringadvisors.com,,Salesforce
10891641,Inactive Investor,Nadia Tudorache,,J.P. Morgan Securities LLC Valparaiso IN 2301 Calumet Ave,nadia.tudorache@jpmorgan.com,,Salesforce
9555956,,Andre Foy,,,afoy@zacks.com,,List import
11060523,Inactive Investor,Janet Barnett,,LPL Financial LLC Atlanta GA 1025 Virginia Ave,janet.barnett@lpl.com,,Salesforce
10799248,Inactive Investor,Perry Buckman,Partner;Portfolio Manager;President,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 14624 N Scottsdale Rd",perry.buckman@wellsfargoadvisors.com,,Salesforce
11181932,Inactive Investor,Rene Nourse,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Urban Wealth Management,rene.nourse@urbanwm.com,,Salesforce
10814909,Inactive Investor,Diego Lopez,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11164324,Inactive Investor,Stephen Dilanian,Financial Consultant,LPL Financial LLC Worcester MA 324 Grove St,stephen.dilanian@lpl.com,,Salesforce
10984273,Inactive Investor,Thomas McCaffrey,Investment Analyst;Portfolio Manager,"Gilbert & Cook, Inc.",tmccaffrey@gilbertcook.com,,Salesforce
10932420,Inactive Investor,Mark Ryan,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",markryan@financialguide.com,,Salesforce
10958253,Inactive Investor,James Marren,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_marren@vanguard.com,,Salesforce
343362,,Andrew Parker,MD,Horizon Kinetics,aparker@horizonkinetics.com,,
10647443,,Matthew Rice,,,matthew.rice@tiaa.org,,List Import
11204526,Inactive Investor,Dwayne Dilley,,"Cambridge Investment Research, Inc. Bellevue WA 14205 SE 36th St",,,Salesforce
10881654,Inactive Investor,Eric Himmel,Financial Consultant,Thrivent Investment Management Inc. St John IN 9495 Keilman Rd,,,Salesforce
9611609,,Ayron Hyams,,,ayron_hyams@americancentury.com,,List import
11024529,Inactive Investor,Lance Berg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10882145,Inactive Investor,Stuart Thomas,,"Allstate Financial Services, LLC Martinsville VA 101 Cleveland Ave",stuartthomas3@allstate.com,,Salesforce
10968535,Inactive Investor,Benjamin Howard,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,benjamin_howard@vanguard.com,,Salesforce
10928982,Inactive Investor,Darren Pepper,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,darren.pepper@fidelity.com,,Salesforce
11144652,Inactive Investor,Andrew Kidwell,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10908171,Inactive Investor,Justine Fender,,MWA Financial Services Inc.,justine.k.fender@mwarep.org,,Salesforce
11176433,Inactive Investor,John McDonough,,"American Portfolios Financial Services, Inc. Spring Lake NJ 204 State Rte 71",jmcdonough@americanportfolios.com,,Salesforce
10920815,Inactive Investor,Douglas Greene,,"Cadaret, Grant & Co., Inc. Waltham MA Private Residence",,,Salesforce
11041063,Inactive Investor,Aidan Kelley,,J.P. Morgan Securities LLC Chicago IL 141 W Jackson Blvd,aidan.kelley@chase.com,,Salesforce
10943940,Inactive Investor,John Bryan,,"Level Four Financial, LLC Evanston IL 1557 Sherman Ave",jbryan@harborfs.com,,Salesforce
11001974,Inactive Investor,Wesley Lindquist,,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",wes.lindquist@prudential.com,,Salesforce
10976865,Inactive Investor,Lori Geib,,Vanguard Marketing Corporation,lori_geib@vanguard.com,,Salesforce
10887535,Inactive Investor,Kenneth Wheeler,Chief Compliance Officer;Managing Member,"Onefirm Consulting, LLC",kwheeler@onefirm.us,,Salesforce
249001,,Tommi Neuvonen,Vice President,ALLCOT,tn@allcot.com,,Manual List Upload
11069288,Inactive Investor,Linda Thompson,,"Farmers Financial Solutions, LLC Ojai CA 405 W Ojai Ave",lthompson1@farmersagent.com,,Salesforce
11099122,Inactive Investor,Kathleen Sullivan,Managing Director,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10906627,Inactive Investor,Joseph Vidmar,Financial Advisor,LPL Financial LLC Chicago IL 420 W Grand Ave,joseph.vidmar@lpl.com,,Salesforce
10825606,Inactive Investor,Mark Miles,,"Osaic Wealth, Inc. Redlands CA 1706 Plum Ln",,,Salesforce
10814340,Inactive Investor,Kevin Knoernschild,Financial Consultant,Thrivent Investment Management Inc. Knoxville TN 531 Callahan Dr,kevin.knoernschild@thrivent.com,,Salesforce
10752444,Inactive Investor,David Asbury,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",david.asbury@nm.com,,Salesforce
9567214,,Terri buechner,,,buechnertz@yahoo.com,,List import
10852621,Inactive Investor,Michael Traxler,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner;Regulatory Contact,"Michael Traxler Wealth Management, LLC",michael@traxlerwealth.com,,Salesforce
10975017,Inactive Investor,Rachael Deriso,,Country Capital Management Company Albany GA 1908 Dawson Rd,rachael.deriso@countryfinancial.com,,Salesforce
10770314,Inactive Investor,Richard Meadows,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Lakeland FL 500 S Florida Ave",brent.meadows@wellsfargoadvisors.com,,Salesforce
10790662,Inactive Investor,Robert Campbell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
11086529,Inactive Investor,Willie Randall,Financial Advisor,Edward Jones Exmore VA 4045 Lankford Hwy,willie.randall@edwardjones.com,,Salesforce
28028,,Samir Bhargava,,[[Unknown]],samirb@cox.net,,Direct
11054846,Inactive Investor,Evan Radman,Investment Advisor;Senior Lead;Senior Vice President,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
9577642,,Kristen Sydney,,,kristen.sydney@lfg.com,,List import
11075725,Inactive Investor,Askar Habybayli,,J.P. Morgan Securities LLC Alameda CA 2270 Otis Dr,askar.habybayli@jpmorgan.com,,Salesforce
201646,,Robert Virden,Advisor,"MML Investors Services, LLC",rvirden@financialguide.com,301-354-3839,
11109159,Inactive Investor,Victoria Gardiner,Client Advisor;Vice President,Rockefeller Financial LLC Boston MA 500 Boylston St,vgardiner@rockco.com,,Salesforce
9583650,,Devin Edmunds,,,devin.edmunds@fidelity.com,,List import
10981476,Inactive Investor,Tingting Zhao,,J.P. Morgan Securities LLC San Jose CA 1725 Saratoga Ave,tingting.zhao@jpmorgan.com,,Salesforce
11154179,Inactive Investor,Daniel Lee,Financial Advisor,"Hornor, Townsend & Kent, LLC Cary NC 15000 Weston Pkwy",dlee@htk.com,,Salesforce
11185254,Inactive Investor,William De Garmo,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,degarmow@ceteranetworks.com,,Salesforce
10833879,Inactive Investor,Mary Croff,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",mary.croff@nm.com,,Salesforce
9614910,,Ira Fernandez,,,ifernandez@fastmail.net,,List import
11186351,Inactive Investor,Robert Pysk,Senior Director,"Principal Securities, Inc. Bethel CT Private Residence",pysk.robert@principal.com,,Salesforce
11205756,Inactive Investor,Brandon Roberts,Branch Auditor,"Raymond James & Associates, Inc. Fort Wayne IN Private Residence",brandon.roberts@lfg.com,,Salesforce
9582590,,David DiGioia,,,david@signwithapro.com,,List import
10890567,Inactive Investor,Rick Fifrick,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",rick.fifrick@nm.com,,Salesforce
11298671,,Michael Yamagata,,,moriharamky@gmail.com,,Web Form Fillout
10792810,Inactive Investor,David Jeffries,Financial Professional,"Equitable Advisors, LLC Knoxville TN 1322 Dowell Springs Blvd",david.jeffries@equitable.com,,Salesforce
9610598,,Dawit Wube,,,davidmihr@yahoo.com,,List import
10791873,Inactive Investor,James Aquino,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Tacoma WA 1301 A St,james.aquino@morganstanley.com,,Salesforce
11036672,Inactive Investor,Syed Kazmi,,J.P. Morgan Securities LLC Carol Stream IL 411 S Schmale Rd,syed.kazmi@jpmorgan.com,,Salesforce
11008244,Inactive Investor,Alejandra Capatosto,,NYLIFE Securities LLC Orlando FL 3009 Oberlin Ave,acapatosto@ft.newyorklife.com,,Salesforce
10923242,Inactive Investor,Richard Levin,,"MML Investors Services, LLC Tampa FL 4830 W Kennedy Blvd",rlevin@financialguide.com,,Salesforce
10786401,Inactive Investor,Lisa Wallner,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,lisa.wallner@fidelity.com,,Salesforce
10886038,Inactive Investor,Matthew Young,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10614333,,Matthew Flannery,Financial Advisor,,matthew_flannery@glic.com,,List Import
11030966,Inactive Investor,Mark Lewis,Compliance Manager,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
11218869,,Joshua Becker,,,jbecker@cu-isi.org,,Other
11151178,Inactive Investor,Sharon Kiely,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,sharon.kiely@primerica.com,,Salesforce
10913381,Inactive Investor,Thomas Freitag,Chief Compliance Officer;President,Apex Fiduciary Advisors LLC,tfreitag@apex-fa.com,,Salesforce
146264,,Anthony Santarpia,,[Unknown],antxtarps@yahoo.com,,
10922765,Inactive Investor,Thomas Pendleton,,NYLIFE Securities LLC Columbus GA Private Residence,npendleton@ft.newyorklife.com,,Salesforce
11131250,Inactive Investor,Amy Robinson,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Texarkana TX 1821 Moores Ln",amy.e.robinson@wfa.com,,Salesforce
371077,,Rizwan Uraizee,,United States,r_uraizee@hotmail.com,,Salesforce
9550893,,cesar franco,,,cfranco02@yahoo.com.mx,,List import
11237133,Inactive Investor,Garrett Lantagne,,"Golden Reserve Retirement, LLC",,,Salesforce
237133,, -,,[[Unknown]],ranger.shi@gmail.com,,
10980433,Inactive Investor,Vijay Amarnath,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10920552,Inactive Investor,Ronald Bailey,Financial Advisor,LPL Financial LLC Hixson TN 5470 Hixson Pike,ronald.bailey@lpl.com,,Salesforce
9582751,,David Roth,,,david.roth@securitiesamerica.com,,List import
10755288,Inactive Investor,Craig Reinert,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",craig.reinert@ml.com,,Salesforce
11010284,Inactive Investor,David Burress,,NYLIFE Securities LLC Portales NM Private Residence,drburress@ft.newyorklife.com,,Salesforce
11008934,Inactive Investor,Frantz Tonico,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,ftonico@primerica.com,,Salesforce
11167755,Inactive Investor,Ronald Ziembko,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,ronald.e.ziembko@morganstanley.com,,Salesforce
9602943,,Richard Grasfeder,,,rgrasfeder@bostonprivatebank.com,,List import
10910057,Inactive Investor,Mauricio Perea,Wealth Advisor,LPL Financial LLC Alexandria VA 2604 Sherwood Hall Ln,mauricio.perea@lpl.com,,Salesforce
9577059,,Bebe Hani,,,egibasha07@gmail.com,,List import
10767416,Inactive Investor,Connie Marcum,,"Principal Securities, Inc. Clarksville IN 1444 Horn St",marcum.connie@principal.com,,Salesforce
10767073,Inactive Investor,Daniel Chassee,First Vice President - Investments,"Raymond James & Associates, Inc. Lafayette LA 1220 Camellia Blvd",daniel.chassee@raymondjames.com,,Salesforce
10990069,Inactive Investor,Michael Grajdura,,Money Concepts Capital Corp Libertyville IL 1509 N Milwaukee Ave,,,Salesforce
10870791,Inactive Investor,Scott Hueber,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Syracuse NY 250 S Clinton St",scott.hueber@tiaa.org,,Salesforce
11157400,Inactive Investor,Alex Tobin,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,alex.tobin@jpmorgan.com,,Salesforce
9591596,,Marc Kinderen,,,marc@747capital.com,,List import
11104950,Inactive Investor,Jeffrey Brill,Director - Alternative Investments;Private Wealth Advisor;Senior Vice President;Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,jeffrey.brill@morganstanley.com,,Salesforce
11014237,Inactive Investor,Anthony Anzideo,,"Allstate Financial Services, LLC Philadelphia PA 3112 Willits Rd",aanzideo@allstate.com,,Salesforce
9563193,,Dennis Facius,,,dfacius@massmutual.com,,List import
11042498,Inactive Investor,Dominic Barrera,,J.P. Morgan Securities LLC Torrance CA 17200 Hawthorne Blvd,dominic.barrera@jpmorgan.com,,Salesforce
10810061,Inactive Investor,Patrick Carey,Owner,"Carey, Patrick Joseph",,,Salesforce
9620004,,Alexander Jacobi,,,alex@punchword.com,,List import
10786790,Inactive Investor,Terrence Cunningham,Senior Managing Director,"CMG Capital Management Group, Inc.",terrence@cmgwealth.com,,Salesforce
10990556,Inactive Investor,Kira Rogozhina,Chief Compliance Officer;Vice President,Foxman Asset Advisors Inc.,,,Salesforce
10820328,Inactive Investor,Mark Elias,Managing Director - Wealth Management;Private Wealth Advisor;Senior Portfolio Manager,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,mark.elias@ubs.com,,Salesforce
11039079,Inactive Investor,Barbara Bridges,Private Client Manager,"First Citizens Investor Services, Inc. Hendersonville NC 539 N Main St",barbara.bridges@firstcitizens.com,,Salesforce
9639265,,Emily Kunchala,,,emily.kunchala@rfsuny.org,,List import
11187150,Inactive Investor,Erin Owen,,"Cambridge Investment Research, Inc. Tampa FL 400 N Ashley Dr",,,Salesforce
10990794,Inactive Investor,Stephanie Fong,,PFS Investments Inc. Waukesha WI 2607 N Grandview Blvd,sfong@primerica.com,,Salesforce
10824479,Inactive Investor,Scott Uffelman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",scott.uffelman@ml.com,,Salesforce
10821547,Inactive Investor,Robert Salvant,,NYLIFE Securities LLC Covington LA Private Residence,rsalvant@ft.newyorklife.com,,Salesforce
10933692,Inactive Investor,Gregory Siers,Financial Planning Analyst,"Ameriprise Financial Services, LLC Wayzata MN 701 Lake St E",,,Salesforce
10998886,Inactive Investor,Celeste Diaz,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,,,Salesforce
10795168,Inactive Investor,Kellie Elder,Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,kellie.elder@morganstanley.com,,Salesforce
9608536,,nicolas merveille,,,nicolas.merveille@gmail.com,,List import
10617310,,Kenneth Youga,,,kenneth.a.youga@ampf.com,,List Import
10981983,Inactive Investor,Urvashi Kapur,,Key Investment Services LLC Puyallup WA 3903 S Meridian,urvashi.kapur@key.com,,Salesforce
10800035,Inactive Investor,Charles Warren,,"Crews & Associates, Inc.",cwarren@crewsfs.com,,Salesforce
11205175,Inactive Investor,Jingping Hu,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",jingping.hu@tfaconnect.com,,Salesforce
191170,,Ricky Darling,,Buzzbrothers,rollerguy123@aol.com,6073514423,Paid Search
10857069,Inactive Investor,John Donovan,Chief Compliance Officer;Chief Executive Officer;Managing Member,"AdvisorPlanner, LLC Saint Petersburg FL 5321 1st Ave S",john@advisorplanner.com,,Salesforce
6138153,,Ellen Crutchley,,,acesinspired@gmail.com,,Web Form Fillout
10773879,Inactive Investor,Philip Delia,Premier Banker,"Wells Fargo Clearing Services, LLC Middletown DE 310 Dove Run Dr",philip.delia@wellsfargoadvisors.com,,Salesforce
10971805,Inactive Investor,Newman Rochester,,"Prudential Annuities Distributors, Inc",newman.rochester@prudential.com,,Salesforce
11173947,Inactive Investor,Alfred Current,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alfred_current@vanguard.com,,Salesforce
10995839,Inactive Investor,Tatum Taucher,,"Charles Schwab & Co., Inc. Saint Petersburg FL 6700 22nd Ave N",,,Salesforce
10930785,Inactive Investor,Nicolas Santangelo,Account Executive,Janney Montgomery Scott LLC Westbrook CT 1551 Boston Post Rd,,,Salesforce
11049457,Inactive Investor,Michael Alessi,,SC&H Capital Corporation,,,Salesforce
9579035,,Randy Aranowitz,,,raranowitz@gwnsecurities.com,,List import
10930119,Inactive Investor,David Briggs,,"Cambridge Investment Research, Inc. Saint Paul MN 3459 Washington Dr",,,Salesforce
224182,,Jumardi -,,Indeks Politica Indonesia,adiadi2411@gmail.com,85243434830,
10922928,Inactive Investor,Alexander Dempsey,Client Service Associate,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",alexander.dempsey@ampf.com,,Salesforce
11118555,Inactive Investor,Jaime Wilsey-Heckman,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,jaime.wilseyheckman@primerica.com,,Salesforce
10884022,Inactive Investor,David Lyon,Co-Head - Private Credit Business;Managing Director,Neuberger Berman BD LLC,david.lyon@nb.com,,Salesforce
10907056,Inactive Investor,Bonnie Luternow,,Sigma Financial Corporation Clarkston MI Private Residence,bluternow@sigmarep.com,,Salesforce
11058489,Inactive Investor,Young Jo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10981751,Inactive Investor,Eric Sprung,,Jefferies LLC,esprung@jefferies.com,,Salesforce
65,,,,,klee@two50ok.com,,
9607231,,KUAI DONG,,,dong.kuai@live.com,,List import
143509,,Stephanie Hackett,"Managing Director, Portfolio Manager","Evercore Wealth Management, Llc",stephanie.hackett@evercore.com,212-822-7620,Manual List Upload
10975581,Inactive Investor,Emily Chu,,Citigroup Global Markets Inc.,,,Salesforce
11138340,Inactive Investor,Michael Jamieson,,UBS Financial Services Inc. San Francisco CA 555 California St,michael.jamieson@ubs.com,,Salesforce
10612837,,Joseph Schwan,Financial Advisor,,joseph.schwan@lpl.com,,List Import
248662,,Antonio Candia,Principal of Financial Innovationm,Fondo Latinoamericano de Reservas,acandia@flar.net,,Manual List Upload
10974961,Inactive Investor,Linda Moss,,"Buttonwood Partners, Inc.",linda@btnwd.com,,Salesforce
11116379,Inactive Investor,Linda Surles,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,linda.surles@primerica.com,,Salesforce
2254051,,MBM Star,,,kgfbk53@gmail.com,,
10984041,Inactive Investor,Carmen Cuzma,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 2200 Chestnut St",carmen.cuzma@ml.com,,Salesforce
9587433,,Haejin Baek,,,hbaek@eightfoldcapital.com,,List import
174613,,james last,,[Unknown],james.last@gmail.com,,
10873171,Inactive Investor,Thomas Torok,,Country Capital Management Company Hood River OR 2940 Cascade Ave,thomas.torok@countryfinancial.com,,Salesforce
10999859,Inactive Investor,Kyle Leikam,,Silver Grove Advisory Services,kleikam@silvergrovegroup.com,,Salesforce
218269,,Andrew Benvenuto,,"SunTrust Advisory Services, Inc.",andrew.s.benvenuto@suntrust.com,404-813-5913,
10510276,,Gregory Bayer,CFP,Omni Financial,gbayer@omnifinancialadvisory.com,,List Import
11198501,Inactive Investor,Mason Mcevers,,"Charles Schwab & Co., Inc. Alton IL Private Residence",,,Salesforce
10487272,,Roxane Rose,"Financial Advisor, First Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",roxane_rose@ml.com,,List Import
9627009,,Deion McCoy,,,djcmccoy@gmail.com,,List import
10775969,Inactive Investor,Andres Padilla,,EFG Capital International,,,Salesforce
11127319,Inactive Investor,Erik Truxal,,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",etruxal@nextfinancial.com,,Salesforce
10762944,Inactive Investor,Greg Frank,,"Avantax Investment Services, Inc. Spartanburg SC 1932 Old Reidville Rd",frankg1@myavantax.com,,Salesforce
7769204,,Patrisa Coleman,,,patrisacoleman@yahoo.com,,Web Form Fillout
11083109,Inactive Investor,Michael Finnie,,Aegis Capital Corp. Powhatan VA Private Residence,,,Salesforce
9614577,,Timo Lehes,,,timo@swarm.fund,,List import
9612214,,Ronald Kajuiter,,,simoneronald@home.nl,,List import
10774830,Inactive Investor,Scott Varon,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",svaron@massmutual.com,,Salesforce
11000795,Inactive Investor,Connor Coyle,Wealth Advisor,"Osaic Wealth, Inc. Pearl River NY 3 N William St",,,Salesforce
238557,,Juby.Georgevaze@globexhealth.com George-Vaze,,[Unknown],juby.georgevaze@globexhealth.com,,source
10905706,Inactive Investor,Thao Nguyen,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,thao.nguyen2@fmr.com,,Salesforce
11149471,Inactive Investor,John Waldron,,"Cambridge Investment Research, Inc. Fort Myers FL 2740 Oak Ridge Ct",,,Salesforce
10934412,Inactive Investor,Mariano Sardans,Chief Compliance Officer;Chief Executive Officer;Managing Member;President;Regulatory Contact,"FDI Wealth Management, LLC",,,Salesforce
228446,, -,,[[Unknown]],shamshardagiste@gmail.com,,Direct
10648422,,Laura Davidson,,,laura.davidson@fmr.com,,List Import
11217011,,Michael Hricko,,,mhricko@janney.com,,Other
9548273,,lee lee,,,2447708743@qq.com,,List import
9624509,,michael cardone,,,mlsmokeyjo@yahoo.com,,List import
10785642,Inactive Investor,Nadim Zayed,Chief Executive Officer;Founder,Brookstone Capital Management LLC,dean@brookstonecm.com,,Salesforce
9583726,,mujib ishola,,,mujib.ishola@gmail.com,,List import
9626589,,Sandra DeMars,,,mushniki@me.com,,List import
11063407,Inactive Investor,Phillip Wood,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",phil.wood@ampf.com,,Salesforce
11045788,Inactive Investor,Duke Carlton,Financial Advisor,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",duke.carlton@ampf.com,,Salesforce
212265,,Thomas Foley,,[Unknown],tfoley9336@aol.com,,Organic Search
10816505,Inactive Investor,Matthew Silver,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,matthew.silver@morganstanley.com,,Salesforce
11203251,Inactive Investor,Jessica Ovrutsky,Associate,"RBC Capital Markets, LLC Princeton NJ 90 Nassau St",jessica.ovrutsky@rbc.com,,Salesforce
124873,,Brian Hayes,,"The Mather Group, Llc",b.hayes@themathergroup.com,414840212,
1001986,Inactive Investor,Elaine Choy,Research Analyst,TAG Associates - Family Office Services,echoy@tagassoc.com, +1 212 275 1567,Database Upload
10489042,,Preetinder Chatha,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",preetinder.chatha@prudential.com,214-259-2242,List Import
11056626,Inactive Investor,Carmella Nodine,Financial Advisor,"Osaic Wealth, Inc. Amarillo TX 801 S Fillmore St",,,Salesforce
10943795,Inactive Investor,Hal Schweiger,Chief Compliance Officer,"BlueWater Wealth Management, LLC",,,Salesforce
10796426,Inactive Investor,Michael Park,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9549930,,Scott Graham,,,shg@teilinger.com,,List import
10869920,Inactive Investor,Vincent Romano,,Goldman Sachs & Co.,vincent.romano@gs.com,,Salesforce
10619795,,Asha Goldstein,,,agoldstein@vivaldicap.com,,List Import
11082066,Inactive Investor,Alexandra Cameron,Financial Advisor;Member;Principal,Petredis Investment Advisors,,,Salesforce
11055341,Inactive Investor,Joan Johnson,,"Ausdal Financial Partners, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
10789483,Inactive Investor,Tommy Holmes,Senior Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",tommy.holmes@schwab.com,,Salesforce
9561951,,kyoungwan kwon,,,study_plan@naver.com,,List import
10921464,Inactive Investor,Thomas Leggett,,Cetera Advisors LLC Midlothian VA 5309 Commonwealth Centre Pkwy,,,Salesforce
9571760,,James Troutman,,,jtroutman@berthelrep.com,,List import
10958227,Inactive Investor,Spencer Pipitone,Vice President;Wealth Strategist,BankPlus Wealth Advisors,spencerpipitone@bankplus.net,,Salesforce
9590286,,JEAN LUC MAITRE,,,jmaster68@gmail.com,,List import
9607208,,Vildana Hajric,,,vhajric1@bloomberg.net,,List import
11127835,Inactive Investor,Joseph Leibfried,Financial Advisor,"Ameriprise Financial Services, LLC Dubuque IA 6601 Boulder Brook Ct",joseph.leibfried@ampf.com,,Salesforce
11142571,Inactive Investor,David Ferris,Financial Advisor;First Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,david.ferris@morganstanley.com,,Salesforce
11261185,Inactive Investor,Evelyn Ovando-Flores,Client Service Specialist;Investment Advisor Representative,Omega Wealth Management LLC,evelyn@omegawealthmanagement.com,,Salesforce
10656968,,Kendall Heetland,,,kendall.heetland@thrivent.com,,List Import
8481127,,Jonathan Oge,,Bank of America,jonathan.oge@bofa.com,,List Import
11005308,Inactive Investor,Aniella Poppo,,UBS Financial Services Inc.,,,Salesforce
9606193,,EUNICE WONG,,,eunicedwong@gmail.com,,List import
11116543,Inactive Investor,Juan Rodriguez-Lopez,,J.P. Morgan Securities LLC Brooklyn NY 6510 Avenue U,juan.rodriguez-lopez@jpmorgan.com,,Salesforce
10921703,Inactive Investor,Andrea Begleiter,,Goldman Sachs & Co.,,,Salesforce
10975548,Inactive Investor,Jack Lane,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11238613,Inactive Investor,Nadine Krenosky,,Mawer Investment Management Ltd.,nkrenosky@mawer.com,,Salesforce
10984230,Inactive Investor,Samuel Grant,,"Farmers Financial Solutions, LLC Moorpark CA 484 E Los Angeles Ave",sgrant@farmersagent.com,,Salesforce
10602690,,fernando casiano,,,fcasianomusical@yahoo.com,,Web Form Fillout
10805700,Inactive Investor,Gabriel Nehrbass,Financial Advisor,Edward Jones New Orleans LA 6115 Magazine St,gabriel.nehrbass@edwardjones.com,,Salesforce
10849681,Inactive Investor,Joseph Emmerling,First Vice President;Private Wealth Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,joseph.emmerling@morganstanleypwm.com,,Salesforce
10873093,Inactive Investor,Andrew Walters,Financial Advisor,Edward Jones Alexander City AL 239 Church St,andrew.walters@edwardjones.com,,Salesforce
11150804,Inactive Investor,Amberley Howard,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11209808,Inactive Investor,Larry Reynolds,,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",larry.reynolds@nm.com,,Salesforce
9548649,,jordan scales,,,scales.jordanelijah@gmail.com,,List import
11032291,Inactive Investor,Robert McLaughlin,Financial Advisor,"Osaic Wealth, Inc. The Villages FL 2574 Dartford Ter",,,Salesforce
11222909,,Anna Jones,,,anna.jones@marinerwealthadvisors.com,,List Import
108736,,Kevin Long,,KLO's Company,kevinmlong@gmail.com,9147641314,
10916839,Inactive Investor,Kevin Torralba,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11188309,Inactive Investor,Christopher McBay,Financial Representative,GWN Securities Inc. West Palm Beach FL 2226 S Congress Ave,cmcbay@gwnsecurities.com,,Salesforce
10775796,Inactive Investor,Timothy Johnson,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated College Station TX 1509 Emerald Pkwy",timothy.w.johnson@ml.com,,Salesforce
10916079,Inactive Investor,Saurabh Dhruve,,NYLIFE Securities LLC Wesley Chapel FL 29150 Chapel Park Dr,sdhruve@ft.newyorklife.com,,Salesforce
10943199,Inactive Investor,Logan Hepburn,Financial Advisor,Thrivent Investment Management Inc. Collinsville IL 506 Vandalia St,logan.hepburn@thrivent.com,,Salesforce
10937410,Inactive Investor,Corey Souliotis,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",corey.souliotis@nm.com,,Salesforce
332955,,Michelle Walker,,Moss Adams,michelle.walker@mossadams.com,,
11051971,Inactive Investor,Brian Gardiner,,"Vanderbilt Securities, LLC Westminster MD 66 E Main St",,,Salesforce
236349,, -,,[[Unknown]],jamesmferrarie@outlook.com,,
10906959,Inactive Investor,Matthew Fong,Chief Investment Officer;Managing Member,Seldon Capital LP San Francisco CA 548 Market St,matthew@seldon.capital,,Salesforce
10827501,Inactive Investor,Cindy Wendinger,Financial Advisor,Edward Jones New Ulm MN 1106 S Broadway St,cindy.wendinger@edwardjones.com,,Salesforce
11048142,Inactive Investor,Mark Zierath,Financial Advisor;Tax Advisor,"Harbour Investments, Inc. Madison WI 814 Atlas Ave",,,Salesforce
9547772,,Haeseong Yoon,,,haeseong.yoon@jikji.io,,List import
11048604,Inactive Investor,David Perlman,CIO ETF Research Analyst,UBS Financial Services Inc.,david.perlman@ubs.com,,Salesforce
10845198,Inactive Investor,Thomas Birath,Chief Compliance Officer;Managing Member,"Birath Wealth Management, LLC",tbirath@birathwealthmgt.com,,Salesforce
9581204,,Mark Nakata,,,mrnonel@sbcglobal.net,,List import
11052229,Inactive Investor,Carrie Schmidt,,"Osaic FA, Inc. Madison WI 406 Science Dr",carrie.schmidt@lfg.com,,Salesforce
9434605,,MIRIAM Chege,,,miriamw24@yahoo.com,,Web Form Fillout
10826788,Inactive Investor,Michael Amato,Senior Vice President,Rockefeller Financial LLC Paramus NJ 115 W Century Rd,mcamato@rockco.com,,Salesforce
11006713,Inactive Investor,Yolanda Segura,,PFS Investments Inc. Russellville AR 310 S Boston Ave,ysegura@primerica.com,,Salesforce
344016,,Ron Hunt,"Managing Director, Ny",New Leaf Venture Partners,ron@nlvpartners.com,646-871-6420,Manual List Upload
11108076,Inactive Investor,Anthony Campano,,"Equitable Advisors, LLC Pittsburgh PA 526 E Bruceton Rd",anthony.campano2@equitable.com,,Salesforce
11180151,Inactive Investor,Stephen Dipardo,,Commonwealth Financial Network Providence RI 322 Broadway,sdipardo@commonwealth.com,,Salesforce
9644550,,Frederick Wagner,,,rick.wagner@raymondjames.com,,List import
10929241,Inactive Investor,Andrew Parlin,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,Washington Peak Investment Advisors LLC Silver Bay NY Private Residence,andrew@washingtonpeakadvisors.com,,Salesforce
9578161,,Laszlo Furesz,,,laszlo.furesz@gmail.com,,List import
206521,,John Tyner,"Founder, President, Regulatory Contact","Semmax Financial Advisors, Inc.",jaytyner@semmax.com,336-856-0080,
10771774,Inactive Investor,Octavio Ramirez,Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10833651,Inactive Investor,Anthony Pochowski,Financial Associate,Thrivent Investment Management Inc. Mayville WI 26 S Main St,anthony.pochowski@thrivent.com,,Salesforce
11039302,Inactive Investor,Alan Solursh,Financial Advisor;Managing Director,Morgan Stanley Woodland Hills CA 21650 Oxnard St,alan.solursh@morganstanley.com,,Salesforce
9635555,,Ronald Chea,,,chear@pfm.com,,List import
10656780,,Jalisia Robinson,,,jalisia.robinson@chase.com,,List Import
11159148,Inactive Investor,Jose San Martin,,"Hornor, Townsend & Kent, LLC Miami FL 121 Alhambra Plz",jsan-martin@htk.com,,Salesforce
339139,,Peter Falco,Retired Partner,"Rockwood Capital, Llc",pfalco@rockwoodcap.com,212-402-8500,Manual List Upload
11002402,Inactive Investor,Christopher Cerniglia,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",,,Salesforce
11068073,Inactive Investor,Kristi Morrow,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 14500 N Frank Lloyd Wright Blvd",kristi.l.morrow@ampf.com,,Salesforce
11086064,Inactive Investor,Robert Smith,Financial Advisor,Edward Jones Portsmouth NH 501 Islington St,bob.smith3@edwardjones.com,,Salesforce
10834291,Inactive Investor,Mark Salerno,Financial Planner;Member;Partner;Portfolio Manager,WealthEdge Investment Advisors LLC,,,Salesforce
10614574,,Yukshan Poon-Wing,"Family Wealth Advisor, Financial Advisor, Portfolio Management Director, Senior Vice President",,sandy.poonwing@morganstanley.com,,List Import
9599520,,Roger Kaput,,,rkaput@stratoswealthpartners.com,,List import
9541537,,Ali asghar,,,alisgr564@gmail.com,,List import
9617021,,ckj crypto news,,,jc306954@gmail.com,,List import
10946524,Inactive Investor,Juliana Ramirez,Executive Director,J.P. Morgan Securities LLC Tampa FL 4005 S Dale Mabry Hwy,juliana.ramirez@jpmorgan.com,,Salesforce
10764939,Inactive Investor,Brian Gorman,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,brian.d.gorman@jpmorgan.com,,Salesforce
9617091,,Naresh Malhotra,,,naresh.malhotra@yahoo.com,,List import
9540663,,"Tom Luxor Capital Partners, LP",,Luxor Capital Partners LP,tflorez@luxorcap.com,,List Import
11054848,Inactive Investor,Jose Lara,Associate,Citigroup Global Markets Inc.,,,Salesforce
9645192,,kj kj,,,jbutterfill@coinshares.com,,List import
10853763,Inactive Investor,Benjamin Torgersen,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,benjamin.torgersen@morganstanley.com,,Salesforce
332636,,Eduardo Chua,,TBD,eduardochuamd@gmail.com,2672552953,
11074194,Inactive Investor,John Krehbiel,Founder;President,"Interfund Management Services, Inc. Wenatchee WA PO Box 17",john@imsadvisor.com,,Salesforce
11152359,Inactive Investor,Thomas Newton,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,tom.newton@fmr.com,,Salesforce
10866184,Inactive Investor,Kurt Schluter,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",kurt.schluter@schwab.com,,Salesforce
10844384,Inactive Investor,Michael Sisco,Financial Advisor,LPL Financial LLC Des Moines IA 515 E Locust St,mike.sisco@lpl.com,,Salesforce
11222369,,Jodie Young,,,jodie.young@wellsfargo.com,,List Import
1002027,Inactive Investor,Ian Slome,President,Slome Capital,ihslome@slomecapital.com, +1 917 701 1351,Database Upload
11130399,Inactive Investor,Crystal Fulton,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,rfulton@moneyconcepts.com,,Salesforce
10866425,Inactive Investor,Nichole Smith,,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",,,Salesforce
9590062,,Fred Giesler,,,gieslerfred@gmail.com,,List import
10857167,Inactive Investor,Carlos Bertran,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 7477 W Lake Mead Blvd",c.j.bertran@ampf.com,,Salesforce
11185588,Inactive Investor,Tatianna Long,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
10484918,,Jeffrey Sears,"Chief Compliance Officer, Founder, Manager, Owner, Principal",Fondren Oaks Capital Management,jsears@fondrenoakscapital.com,,List import
10364216,,Jasper Johnson,,,5binther@gmail.com,,Web Form Fillout
1001749,Inactive Investor,Gary Wagner,Managing Principal,Private Capital Management,gwagner@pcm-inc.com, +1 303 394 9600,
10958694,Inactive Investor,Francisco Pacheco Alvarado,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 8551 River Rd",,,Salesforce
373115,,George Bushnell,,[Unknown],geb42@georgetown.edu,,source
340756,,Lori Gomez,Senior Investment Analyst,"Fiduciaryvest, Llc",loriann.gomez@fiduciaryvest.com,404-446-1270,Manual List Upload
9541745,,Kay Richard,,,richellegroup93@gmail.com,,List import
11192835,Inactive Investor,Peter Darsch,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
10877846,Inactive Investor,Richard Mullin,,"TIAA-CREF Individual & Institutional Services, LLC Dover MA Private Residence",rick.mullin@tiaa.org,,Salesforce
9582010,,Ulf Ek,,,ulf.ek@northlander-advisors.com,,List import
9645364,,dasdasdas dsadasdsadsadasdasdasda,,,hdashd@gmail.com,,List import
9647607,,Srinivas Garikipati,,,sgari_us@yahoo.com,,List import
11035769,Inactive Investor,Mitchel Wise,Financial Advisor;First Vice President,UBS Financial Services Inc. Bonita Springs FL 8000 Health Center Blvd,mitchel.wise@ubs.com,,Salesforce
10612195,,Jeffrey Mastrianna,Senior Wealth Advisor,,jmastrianna@optonline.net,,List Import
11192789,Inactive Investor,Giselle Bircann Mercado,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
233290,, -,,[[Unknown]],lopeacostatorres@gmail.com,,Organic Search
11069991,Inactive Investor,Jiexian Zhuang,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,jiexian.zhuang@leerink.com,,Salesforce
11174155,Inactive Investor,Erica Roach,Chief Compliance Officer;Shareholder,"ERK Wealth Advisors, LLC",,,Salesforce
241589,,A L,,[Unknown],aj_longton@msn.com,,Direct
10784107,Inactive Investor,Joseph Meo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",joseph_meo@ml.com,,Salesforce
9627698,,Max Sherwood,,,max.sherwood@finoa.io,,List import
11188068,Inactive Investor,Alicia Marsh,,"First Command Brokerage Services, Inc. Dupont WA 1000 Station Dr",,,Salesforce
9616065,,Oscar Gunnarsson,,,oscar@kenetic.capital,,List import
10925096,Inactive Investor,Nneka Okonkwo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",nneka.okonkwo@schwab.com,,Salesforce
10980869,Inactive Investor,Terrence Duncan,,J.P. Morgan Securities LLC Riverview FL 10391 Big Bend Rd,terrence.duncan@jpmorgan.com,,Salesforce
11030657,Inactive Investor,Stephen Johnson,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",stephenjohnson3@financialguide.com,,Salesforce
11217778,,Garrison Marshall,,,gmarshall@crewsfs.com,,List Import
9645694,,Scott Gordon,,,scgordon45@gmail.com,,List import
10854056,Inactive Investor,Jeanie Miller,,MWA Financial Services Inc. Conway AR 807 Pkwy St,jeanie.miller@modern-woodmen.org,,Salesforce
11186012,Inactive Investor,Tyler Erikson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,tyler.erikson@fmr.com,,Salesforce
10826517,Inactive Investor,Eric Schumer,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",eric.schumer@rbc.com,,Salesforce
9541778,,cally john,,,info@faalo.com,,List import
10984410,Inactive Investor,Claudia Nelson-Woodard,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,claudia_nelson-woodard@glic.com,,Salesforce
11103465,Inactive Investor,David Fernelius,Financial Advisor;Managing Member,"Vantage Wealth Management, LLC",val.fernelius@vantagewealthmgmt.com,,Salesforce
11101374,Inactive Investor,James Mills,Advisor;Officer;Portfolio Manager,Sara-Bay Financial Corp.,,,Salesforce
10998039,Inactive Investor,Kyle Souleyrette,Chief Operating Officer;Financial Advisor,Owen LaRue Financial Group,kyle@owenlarue.com,,Salesforce
10752853,Inactive Investor,Kristi Wagner,,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",kristi.d.wagner@ampf.com,,Salesforce
10426583,,Philippe LEGER,,,legerphilippe54@gmail.com,,Web Form Fillout
10967211,Inactive Investor,Hunter Coombe,,Fidelity Brokerage Services LLC Temperance MI Private Residence,,,Salesforce
10613491,,Bernard Ascher,"Financial Advisor, Senior Vice President - Wealth Management",,bernard.ascher@ubs.com,,List Import
11208372,Inactive Investor,David Teel,Chief Compliance Officer;Partner,"Sweetwater Financial Advisors, LLC Sugar Land TX 4665 Sweetwater Blvd",bryan@sfacorp.com,,Salesforce
10646439,,Christian Ofner,,,christian.ofner@rbc.com,,List Import
11006900,Inactive Investor,Aaron Massey,Account Vice President;Financial Advisor,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,aaron.massey@ubs.com,,Salesforce
10947263,Inactive Investor,Rachel Howe,Financial Advisor,LPL Financial LLC Kansas City MO 1520 Clay St,rachel.howe@lpl.com,,Salesforce
10962566,Inactive Investor,Joseph Monteleone,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11149451,Inactive Investor,Christopher Fienup,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",chris.fienup@raymondjames.com,,Salesforce
11205785,Inactive Investor,Ernest Gonzalez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 7837 N Blackstone Ave",ernest.gonzalez@ml.com,,Salesforce
10940535,Inactive Investor,Kelli Reynolds,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10771633,Inactive Investor,William Gambrill,Executive Director;Family Wealth Advisor;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 55 E 52nd St,william.gambrill@morganstanley.com,,Salesforce
10840170,Inactive Investor,Lindsey Cannata,Financial Advisor,Commonwealth Financial Network Roselle IL 25 E Main St,lcannata@commonwealth.com,,Salesforce
10814507,Inactive Investor,Cara Citro,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,cara.heiser@morganstanley.com,,Salesforce
11006618,Inactive Investor,Matthew Flotteron,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 60 Lake St",matthew.flotteron@ml.com,,Salesforce
10981224,Inactive Investor,Parker Philpot,Financial Advisor,"Young Investment Advisors, Inc",,,Salesforce
11219611,,Dennis Greenway,,,dgreenway@franklin-street.com,,Other
11139594,Inactive Investor,Morgan Fuccillo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10878291,Inactive Investor,Gregory Jackson,,"LaSalle St Securities, L.L.C. Los Angeles CA 1922 W 82nd St",,,Salesforce
10782478,Inactive Investor,Ashley Blalock,,Stephens Winston Salem NC 101 S Stratford Rd,ablalock@stephens.com,,Salesforce
11053771,Inactive Investor,Warren Kuester,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,warren.kuester@primerica.com,,Salesforce
11169141,Inactive Investor,John Tansey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",jdonald_tansey@ml.com,,Salesforce
10835987,Inactive Investor,Heidi Martinez,Senior Registered Associate,Morgan Stanley San Diego CA 101 W Broadway,heidi.martinez@morganstanley.com,,Salesforce
11038487,Inactive Investor,Matthew Nordsiek,,"Horace Mann Investors, Inc.",matthew.nordsiek@horacemann.com,,Salesforce
10861035,Inactive Investor,Gingo Ruiz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 14 High Ridge Rd",gingo.ruiz@ml.com,,Salesforce
9627392,,Thomas Griffin,,,tgriffin@jhancock.com,,List import
10910753,Inactive Investor,Chad Graham,,State Farm VP Management Corp. Parkersburg WV 3909 Emerson Ave,,,Salesforce
11195119,Inactive Investor,Raegan Knox,,"RBC Capital Markets, LLC",raegan.knox@rbccm.com,,Salesforce
9594448,,Mike Vander Plaats,,,mike@trailsbanquets.com,,List import
10831824,Inactive Investor,Joseph Stone,,"Kestra Investment Services, LLC Steamboat Springs CO 2322 Apres Ski Way",,,Salesforce
9629578,,William Smithwhite,,,w.smithwhitee@gmail.com,,List import
10765561,Inactive Investor,Ryan Berube,Financial Advisor;Senior Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,ryan.berube@ubs.com,,Salesforce
11181905,Inactive Investor,James Leyland,,"RBC Capital Markets, LLC",james.leyland@rbccm.com,,Salesforce
10848179,Inactive Investor,Stiles Brown,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,stiles.brown@gs.com,,Salesforce
11130278,Inactive Investor,Daniel Regan,,"Next Financial Group, Inc. Haverhill MA 191 Merrimack St",dregan@nextfinancial.com,,Salesforce
11110835,Inactive Investor,Kevin Brzezinski,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",kevin.brzezinski@wellsfargoadvisors.com,,Salesforce
10432210,,Irappa Duragappa Patil,,,irappapatilpatil07610761@gmail.com,,Web Form Fillout
11218557,,Phelps McIlvaine,,,psm@saturna.com,,List import
10780618,Inactive Investor,Joseph Markovich,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joseph.b.markovich@jpmorgan.com,,Salesforce
9613275,,Wesley Brooks,,,wb@incaco.com,,List import
11188670,Inactive Investor,David Ivancic,Financial Planner,"Cadaret, Grant & Co., Inc. Buffalo NY 5892 Main St",divancic@cadaretgrant.com,,Salesforce
11180470,Inactive Investor,Michael Crossey,,"W&S Brokerage Services, Inc. Pittsburgh PA 3 Penn Ctr W",,,Salesforce
10831841,Inactive Investor,Laurel Markley,Senior Vice President - Investments,"Raymond James & Associates, Inc. Cincinnati OH 201 E 5th St",laurel.markley@raymondjames.com,,Salesforce
224515,,Shiv Shinde,Lead Strategist,Mediabrands,shivtshinde@icloud.com,,Webinar
10821151,Inactive Investor,Matthew Cole,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",matthew.cole@wellsfargo.com,,Salesforce
11080139,Inactive Investor,Charles Kurtz,,UBS Financial Services Inc. Davenport IA 5515 Utica Ridge Rd,scott.kurtz@ubs.com,,Salesforce
9614867,,John Kirkwood,,,miles.kirkwood@rbccm.com,,List import
11180060,Inactive Investor,Jahmal Fahie,,Fidelity Brokerage Services LLC,,,Salesforce
11079740,Inactive Investor,Timothy Harrison,,B. Riley Wealth Management Spring TX 1780 Hughes Landing Blvd,tharrison@brileywealth.com,,Salesforce
10842916,Inactive Investor,Daniel Levine,Private Client Banker,J.P. Morgan Securities LLC Palm Desert CA 74930 Country Club Dr,daniel.b.levine@chase.com,,Salesforce
11073608,Inactive Investor,Carrol Knight,Senior Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,gene.knight@morganstanley.com,,Salesforce
11073287,Inactive Investor,Eric Fuhrman,Chief Planning Officer,"Key Financial, Inc.",eric@keyfinancialinc.com,,Salesforce
10924477,Inactive Investor,Uriel Gonzalez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,uriel.gonzalez@jpmorgan.com,,Salesforce
228940,,dawn shofner,,[[Unknown]],djshofner360@gmail.com,,
9587666,,Jonathan French,,,jfrench@crowncapitalsecurities.com,,List import
10892934,Inactive Investor,Joseph Scalzitti,Financial Advisor,Edward Jones De Soto MO 12 Boyd St,joseph.scalzitti@edwardjones.com,,Salesforce
2215,,IAN EHRENBERG,MR,[[Unknown]],iehrenberg@aol.com,,Database Upload
9574225,,Nicholas Arre,,,narre@sagepointadvisor.com,,List import
11061237,Inactive Investor,Hollis Wieruscheske,Financial Professional,"OneAmerica Securities, Inc. Leander TX Private Residence",,,Salesforce
342215,, -,,[[Unknown]],dng2018@vip.163.com,,
10923769,Inactive Investor,Mariela Mar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11055092,Inactive Investor,Charlotte Ingstad,,LPL Financial LLC Valley City ND 240 3rd St NW,charlotte.ingstad@lpl.com,,Salesforce
11234248,Inactive Investor,Jacob Metz,,LPL Financial LLC Santa Rosa CA 1205 N Dutton Ave,,,Salesforce
10867888,Inactive Investor,Jeannie Chun,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10949015,Inactive Investor,Seven Heath,,Chelsea Financial Services,sheath@chfs.com,,Salesforce
10957501,Inactive Investor,Samuel Vasquez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10926676,Inactive Investor,Rodney James,Chief Compliance Officer;Chief Executive Officer;Founder;Wealth Advisor,Vineyard Family Wealth Advisors,rodney@vineyardfamilywealth.com,,Salesforce
11156879,Inactive Investor,Aubrey Grams,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aubrey_grams@vanguard.com,,Salesforce
9990682,,Jeff ladwig,,,needob2000@gmail.com,,Web Form Fillout
240641,,Merlo Juan,,[Unknown],merlo.juan@gmail.com,,Event
10891446,Inactive Investor,Dustin Gersch,,"Avantax Investment Services, Inc. Giddings TX 321 N Main St",,,Salesforce
108688,,Herman Lall,,PCG Wealth Management,hermanlall@aol.com,,
10884364,Inactive Investor,Denise Adams-Mccauley,Financial Advisor;Senior Vice President,PNC Investments Ocala FL 5500 SW College Rd,denise.adams-mccauley@pnc.com,,Salesforce
11057723,Inactive Investor,Steven Stipe,Financial Advisor,Edward Jones Waycross GA 2503 Plant Ave,steven.stipe@edwardjones.com,,Salesforce
9611414,,John Furey,,,jfurey@advisorgrowthllc.com,,List import
10789270,Inactive Investor,Eduardo Ordorica,Senior Vice President - Investments,UBS Financial Services Inc. Brea CA 135 S State College Blvd,eduardo.ordorica@ubs.com,,Salesforce
9586583,,Thomas Vorenberg,,,tvorenberg@innovationpartnersllc.com,,List import
1001807,Inactive Investor,Sebastian Post,"Vice President, Acquisitions",Fisher Brothers,spost@fisherbrothers.com, +1 646 744 2280,
208474,,Eric Teschemacher,,[Unknown],eric.teschemacher@dfinsolutions.com,,Direct
10886989,Inactive Investor,Morris Mckinney,President,"Wealth Planning, Inc.",,,Salesforce
11056196,Inactive Investor,Jennifer Evans,,SECU Brokerage Services Wendell NC 605 Wendell Rd,jennifer.howard@ncsecu.org,,Salesforce
11146017,Inactive Investor,Daniel Lund,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Spokane WA 7307 N Division St",daniel.lund1@usbank.com,,Salesforce
11114970,Inactive Investor,Christopher Ruggiero,,"Horace Mann Investors, Inc. Manchester NH 250 Commercial St",christopher.ruggiero@horacemann.com,,Salesforce
11057088,Inactive Investor,Ana Metani,,J.P. Morgan Securities LLC Los Angeles CA 6120 W 3rd St,ana.metani@chase.com,,Salesforce
10889537,Inactive Investor,Michael Van Leeuwen,,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",vanleeuwen.mike@principal.com,,Salesforce
11262250,Inactive Investor,Kai Chen,Founder & Managing Director,Ocean IQ Capital,kai@oceaniqcapital.com, +1 415 432 7580,Manual List Upload
10799594,Inactive Investor,David Halsch,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Park City UT 1389 Center Dr",,,Salesforce
10774624,Inactive Investor,Richard Lousararian,Financial Advisor,LPL Financial LLC South Pasadena CA 1140 Fremont Ave,richard.lousararian@lpl.com,,Salesforce
10836535,Inactive Investor,Ivens Buchanan,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,bucky.buchananjr@ubs.com,,Salesforce
9564285,,Mark Derby,,,mark.derby@derbyco.com,,List import
10862110,Inactive Investor,Alexandra D'Angelo,Client Service Associate,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
11154943,Inactive Investor,Cory Reed,,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,cory.reed@citigroup.com,,Salesforce
11232251,Inactive Investor,Allison Pierce,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Wyckoff NJ 255 Madison Ave",,,Salesforce
11033442,Inactive Investor,Shanda Pusey,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,spusey@primerica.com,,Salesforce
10931788,Inactive Investor,Robert Roseen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",,,Salesforce
10917854,Inactive Investor,Lorraine Eason,Executive Vice President;Secretary,Alder Financial Group Inc,eason@alderfinancial.com,,Salesforce
11213452,Inactive Investor,Matthew Winters,,Fidelity Brokerage Services LLC,,,Salesforce
9590619,,Karen Mohn,,,kmohn@hnp-capital.com,,List import
10963896,Inactive Investor,Gerald Giovannelli,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",gerald.giovannelli@nm.com,,Salesforce
10996795,Inactive Investor,Paige Nichols,,J.P. Morgan Securities LLC New York NY 2 Park Ave,paige.nichols@chase.com,,Salesforce
346062,,Henry Kravis,Executive Co-chairman,Kohlberg Kravis Roberts & Co. L.p.,henry.kravis@kkr.com,212-750-8300,Manual List Upload
220247,,Ned Lawrence,,[Unknown],nedlawrence9@gmail.com,,Direct
11131063,Inactive Investor,Hugh Selby,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",hugh.selby@nm.com,,Salesforce
11123057,Inactive Investor,Edward Scheuber,Director - Operations,LPL Financial LLC Denver CO 7900 E Union Ave,e.scheuber@lpl.com,,Salesforce
236810,, -,,[[Unknown]],marclanz2006@gmail.com,,
10937516,Inactive Investor,Jacalyn Murray,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,jacalyn.murray@lpl.com,,Salesforce
10767163,Inactive Investor,David Schreiber,Financial Advisor,Edward Jones Longmont CO 1325 Dry Creek Dr,dave.schreiber@edwardjones.com,,Salesforce
11203556,Inactive Investor,Geoffrey Lester-George,Chief Compliance Officer;Managing Member;President;Principal Advisor,Lifetime Capital Planning Group LLC,ggeorge@planltc.com,,Salesforce
11165174,Inactive Investor,Sharol Gault,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",sharol.gault@ml.com,,Salesforce
11064790,Inactive Investor,Edward Austin,,PFS Investments Inc. New Brunswick NJ 317 George St,edward.austin@primerica.com,,Salesforce
10866943,Inactive Investor,Joel Chamberlain,Managing Member;Secretary;Treasurer,"Financial Independence Advisors, LLC",,,Salesforce
10959518,Inactive Investor,Mitchell Selitsky,,J.P. Morgan Securities LLC,mitchell.selitsky@jpmorgan.com,,Salesforce
9587430,,Heath Thomas,,,heathangelia@yahoo.com,,List import
10795867,Inactive Investor,Chad Tortorice,Vice President - Investments,"Raymond James & Associates, Inc. Tampa FL 1101 W Swann Ave",chad.tortorice@raymondjames.com,,Salesforce
10505193,,Rosalba Estevez,"BUSINESS DEVELOPMENT DIRECTOR - WEALTH MANAGEMENT, VICE PRESIDENT",MORGAN STANLEY,rosalba.estevez@morganstanley.com,3055335392,List Import
10989313,Inactive Investor,Ray Liu,,J.P. Morgan Securities LLC San Gabriel CA 120 W Las Tunas Dr,ray.liu@chase.com,,Salesforce
225311,,Brian Humphrey,,[Unknown],bhumphrey@cerosfs.com,,
10805908,Inactive Investor,Charles King,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",charles_c_king@ml.com,,Salesforce
240988,,Jacob Ingram,CEO,[Unknown],jacob@defianceanalytics.com,,Event
9552342,,Daniel Schuster,,,dschuster@roamglobal.com,,List import
342688,,Paul Rouse,"Chief Financial Officer, Chief Operating Officer",Systematica Investments Singapore Pte. Ltd,prouse@systematica.com,656-704-5280,Manual List Upload
180871,,YoungTaek Kim,,[Unknown],darkvenus@naver.com,,Organic Search
10996958,Inactive Investor,Megan Mcnabb,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11234955,Inactive Investor,Todd Long,Wealth Advisor,"The Mather Group, LLC",t.long@themathergroup.com,,Salesforce
10991500,Inactive Investor,Jemyeong Lee,,"Farmers Financial Solutions, LLC Seattle WA 20109 Aurora Ave N",jlee13@farmersagent.com,,Salesforce
11137055,Inactive Investor,Bradley Heiting,Financial Advisor,Edward Jones Schofield WI 7402 Stone Ridge Dr,brad.heiting@edwardjones.com,,Salesforce
56623,,Neil Vanzandt,,"Securities America Advisors, Inc.",neil.vanzandt@securitiesamerica.com,402-399-9111,
11169529,Inactive Investor,Glenn Jarvis,Investment Consultant,"Charles Schwab & Co., Inc. Dallas TX 5100 Belt Line Rd",glenn.jarvis@schwab.com,,Salesforce
10992490,Inactive Investor,Edwin Burk,,"Allstate Financial Services, LLC Hemet CA 2129 E Florida Ave",edwinburk@allstate.com,,Salesforce
10808151,Inactive Investor,Christopher McDermott,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",christopher.mcdermott@schwab.com,,Salesforce
202059,,Sharon Samski,,[Unknown],sharon.samski@yahoo.com,,source
11062797,Inactive Investor,Michele Torres,,"Hornor, Townsend & Kent, LLC Lexington Park MD 22745 Maple Rd",mtorres@htk.com,,Salesforce
10909347,Inactive Investor,Timothy Kidder,Financial Advisor,"Ameriprise Financial Services, LLC North Canton OH 8710 Cleveland Ave NW",tim.kidder@ampf.com,,Salesforce
11066035,Inactive Investor,Frederick Warren,Financial Advisor,"Stifel Independent Advisors, LLC Wichita KS 200 W Douglas Ave",warrenf@stifelindependence.com,,Salesforce
10914065,Inactive Investor,Douglas Weisbruch,Financial Advisor,Edward Jones Temple TX 4224 S 5th St,douglas.weisbruch@edwardjones.com,,Salesforce
2642099,,Jared W Jarvi,,,jjarvi68@msn.com,,
11093282,Inactive Investor,Don Khieu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 1255 W 15th St",don.khieu@tfaconnect.com,,Salesforce
11234579,Inactive Investor,Ronald Shostek,Chief Investment Officer;Vice President,West Chester Capital Advisors Inc,,,Salesforce
10783748,Inactive Investor,William Smith,,"Truist Investment Services, Inc. Brooksville FL 1 E Jefferson St",lex.smith@truist.com,,Salesforce
9567710,,Irada Wang,,,pork2424@gmail.com,,List import
10892835,Inactive Investor,Scott Augustine,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10866816,Inactive Investor,Lee Leroy,,"Ameriprise Financial Services, LLC Saginaw MI 3232 Fashion Square Blvd",lee.leroy@ampf.com,,Salesforce
2568222,,Atul Kumar,,,kumaratulg378@gmail.com,,
10787890,Inactive Investor,Cary Carlson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11144603,Inactive Investor,Dustin Barker,Financial Advisor,"Osaic Institutions, Inc. Basehor KS 15330 Wolf Creek Pkwy",dbarker@infinexgroup.com,,Salesforce
9604397,,Rene Cardenas,,,renec817p@icloud.com,,List import
11184981,Inactive Investor,Dustin Addison,Financial Advisor,"Wells Fargo Clearing Services, LLC Lincoln NE 6003 Old Cheney Rd",dustin.addison@wellsfargoadvisors.com,,Salesforce
9578319,,Jim McWethy,,,jamesmcwethy@gmail.com,,List import
10783045,Inactive Investor,Alan Ertel,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,alan.ertel@jpmorgan.com,,Salesforce
10872359,Inactive Investor,Ashley Williams,,"Wells Fargo Clearing Services, LLC Moncks Corner SC 237 E Main St",ashley.williams@wellsfargoadvisors.com,,Salesforce
8322363,,Fanie Shuma,,,archipax181@gmail.com,,Web form fillout
11260413,Inactive Investor,Zachary Costagliola,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
10825892,Inactive Investor,Crystal Griggs,Financial Planning Assistant,"Ameriprise Financial Services, LLC Fort Mitchell KY 740 Centre View Blvd",crystal.foster@ampf.com,,Salesforce
10847193,Inactive Investor,Lee Dines,Partner,"Obermeyer Wood Investment Counsel, LLLP Denver CO 200 Columbine St",skip@obermeyerwood.com,,Salesforce
10755202,Inactive Investor,Ryan Ackerman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Johnsbury VT 1197 Main St",ackermanr@stifel.com,,Salesforce
11217740,,Michael Gaddy,,,shane.gaddy@lpl.com,,List Import
11089137,Inactive Investor,Thomas Lips,,UBS Financial Services Inc. Hartford CT 1 State St,thomas.lips@ubs.com,,Salesforce
11001141,Inactive Investor,Tanya Douglas,,PFS Investments Inc. Coral Springs FL 9600 W Sample Rd,tanya.douglas@primerica.com,,Salesforce
11064813,Inactive Investor,Anthony Maiuolo,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11071139,Inactive Investor,Sarah Bateman,,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,,,Salesforce
10974391,Inactive Investor,Kelly Smith,Director - Operations,"Thayer Financial, L.L.C.",,,Salesforce
370760,,Malia Hamala,,New Zealand,maliaph02@gmail.com,,Salesforce
10923461,Inactive Investor,Yusuf Yilmaz,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,yusuf.yilmaz@fidelity.com,,Salesforce
11007189,Inactive Investor,Jose Maria Rivera Cabello,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,jriveracabel@ft.newyorklife.com,,Salesforce
11086911,Inactive Investor,Gabriel Castellanos,Registered Client Service Associate,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,gabriel.castellanos@morganstanley.com,,Salesforce
11026279,Inactive Investor,Sophat Heng,Registered Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
10944769,Inactive Investor,Janet Hawkins,,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",janet.hawkins@ampf.com,,Salesforce
10972013,Inactive Investor,Michelle Davis,Financial Advisor,PFS Investments Inc. Tallahassee FL 2001 Thomasville Rd,michellelynndavis@primerica.com,,Salesforce
11105643,Inactive Investor,Bradley Fritz,,"Empower Financial Services, Inc Madison WI 5325 Wall St",bradley.fritz@empower.com,,Salesforce
9602829,,Kory Bush,,,kory.bush@purefinancial.com,,List import
97902,,Andrea Pekala,"Chief Compliance Officer, Chief Financial Officer","Martis Capital Management, Llc",apekala@martiscapital.com,202-975-1281,
11090992,Inactive Investor,Eli Zackroff,,"Osaic Wealth, Inc. Denver CO 5890 Boston St",ezackroff@osaicwealth.com,,Salesforce
9599412,,QADEER AHMAD,,,qadeer.ahmad@live.com,,List import
11003657,Inactive Investor,Paulette Smith,,LPL Financial LLC Scottsdale AZ 7500 E Pinnacle Peak Rd,paulette.smith@lpl.com,,Salesforce
10827150,Inactive Investor,Christopher Jones,,Commonwealth Financial Network Austin TX 4801 Spicewood Springs Rd,,,Salesforce
10807131,Inactive Investor,Andrew Noe,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,andrew.noe@fidelity.com,,Salesforce
10613619,,David Hallman,"Executive Director, Financial Advisor",,scott.hallman@ubs.com,,List Import
10907054,Inactive Investor,Chad Clark,Chief Compliance Officer;Managing Member,"Pelorus Financial, LLC",chad.clark@pelorusplanning.com,,Salesforce
9641358,,Wee Liang Ler,,,ahliang921008@gmail.com,,List import
11159374,Inactive Investor,Dennis Riley,,Goldman Sachs & Co.,dennis.riley@gs.com,,Salesforce
10824713,Inactive Investor,Timothy Cahill,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",timothy.cahill@rbc.com,,Salesforce
10995989,Inactive Investor,Laura Scheppele,,"Cadaret, Grant & Co., Inc.",lscheppele@cadaretgrant.com,,Salesforce
10918152,Inactive Investor,Harry Yett,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",cyett@financialguide.com,,Salesforce
10905396,Inactive Investor,Cory Kelly,Associate Managing Director;Financial Advisor,"Principal Securities, Inc. Modesto CA 301 Banner Ct",kelly.cory@principal.com,,Salesforce
11097966,Inactive Investor,Kathy Hopkins,Administrator,"Argent Advisors, Inc. Ruston LA 500 E Reynolds Dr",khopkins@argentadvisors.com,,Salesforce
10855395,Inactive Investor,Benjamin Headlee,Financial Advisor,Edward Jones Urbana OH 1472 E US Hwy 36,ben.headlee@edwardjones.com,,Salesforce
10873185,Inactive Investor,Jana Pedersen,,NYLIFE Securities LLC Cathedral City CA 68743 Perez Rd,jpedersen@ft.newyorklife.com,,Salesforce
10919810,Inactive Investor,David Chenet,Chief Compliance Officer;Director - Wealth Management,"Presidio Capital Management, LLC",dchenet@presidiocm.com,,Salesforce
10925928,Inactive Investor,Alicia Reiff,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alicia_reiff@vanguard.com,,Salesforce
10865472,Inactive Investor,Rena Macdonald,,State Farm VP Management Corp. Fairfield CA 1300 Oliver Rd,rena.macdonald.c0x3@statefarm.com,,Salesforce
9635172,,Gary Patou,,,gpatou@mpmcapital.com,,List import
11004978,Inactive Investor,Mason Schut,Financial Advisor,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,mschut@rwbaird.com,,Salesforce
10754908,Inactive Investor,Bradley Longueville,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 4400 Hwy 61 N",bradley.longueville@wellsfargo.com,,Salesforce
11061855,Inactive Investor,Domingo Cid,,"Allstate Financial Services, LLC Morganville NJ 500 Campus Dr",domingocid@allstate.com,,Salesforce
11191322,Inactive Investor,Michael Bryant,,"Oak Tree Securities, Inc. Long Beach CA 4526 E Vermont St",,,Salesforce
1003199,Inactive Investor,Stephen Drew,,Crypto Global Capital,stephenwdrew24@gmail.com,,3rd Party Lead Gen
9575551,,Seng Hwai Lee,,,senghwai.lee@gmail.com,,List import
9608828,,DAIN LEE,,,dainlee0710@gmail.com,,List import
10968490,Inactive Investor,Jared Miller,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
223269,,Michael Yao,"Director, Lead Quant- Quantitative Strategy",BHF,syao2@brighthousefinancial.com,,Manual List Upload
9626486,,Saurabh Sharma,,,casaurabhsharma89@gmail.com,,List import
11058242,Inactive Investor,Geoffrey Molnar,,Goldman Sachs & Co.,,,Salesforce
10885493,Inactive Investor,Joel Robison,,"Calton & Associates, Inc. Woods Cross UT 740 W 500 S",jrobison@calton.com,,Salesforce
10842893,Inactive Investor,Kristen Geno,Assistant Vice President;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",kristen.geno@ml.com,,Salesforce
1005730,Inactive Investor,john petrovsky,,TBD,sifdhuzivbimo@cutradition.com,3724247575,
9564775,,Jeffrey Ransom,,,jeff.ransom@gmail.com,,List import
11060657,Inactive Investor,Susan Swinehart,Financial Advisor,"Osaic Wealth, Inc. Troy OH 110 S Stanfield Rd",,,Salesforce
10775349,Inactive Investor,Brandon Massey,,"First Command Brokerage Services, Inc.",bmmassey@firstcommand.com,,Salesforce
11063816,Inactive Investor,John Witkop,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10910988,Inactive Investor,Elizabeth Hendrich,Financial Advisor,"E.A. Hendrich Financial Planning, LLC Alpharetta GA 1065 Jennifer Oaks Dr",,,Salesforce
9586717,,Anenechukwu Nonso,,,nonsoanenechukwu@gmail.com,,List import
11064881,Inactive Investor,Mark Alexander,Financial Advisor,"Ameriprise Financial Services, LLC Vineyard Haven MA 12 Surveyors Ln",mark.alexander@ampf.com,,Salesforce
10948454,Inactive Investor,Spencer Jones,Wealth Advisor,LPL Financial LLC Fresno CA 7461 N 1st St,spencer.jones@lpl.com,,Salesforce
374806,Inactive Investor,Jack Hamilton,,Jack Hamilton,jacknrc@bellsouth.net,,Salesforce
182952,,herman rij,Founder,"Quadrant Private Wealth Management, Llc",hrij@quadrantpw.com,610-849-2743,Other
301,,,,,paulf250@tpg.com.au,,
10944448,Inactive Investor,Yi Shi,,Citigroup Global Markets Inc.,,,Salesforce
10885461,Inactive Investor,Maxwell Geier,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,maxwell.geier@jpmorgan.com,,Salesforce
9551711,,Andy Homan,,,ahoman@vikingglobal.com,,List import
11005611,Inactive Investor,Austin Lins,Financial Advisor,"MBE Wealth Management, LLC Baraboo WI E10890 Penny Ln",austin.lins@mbewealth.com,,Salesforce
9553010,,Robert Bauer,,,robert.bauer@navvishealthcare.com,,List import
10834315,Inactive Investor,Howard Hoffer,,"David Lerner Associates, Inc. Lawrence Township NJ 134 Franklin Corner Rd",,,Salesforce
11146395,Inactive Investor,Coleman Richards,Financial Advisor,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,coleman.richards@morganstanley.com,,Salesforce
11139792,Inactive Investor,Paige Hoffman,Financial Advisor,LPL Financial LLC Lake Elmo MN 8530 Eagle Point Blvd,paige.richardson@lpl.com,,Salesforce
11148369,Inactive Investor,Lawrence Raigrodski,,"Avantax Investment Services, Inc. Rockville MD 10138 Sterling Ter",,,Salesforce
10807187,Inactive Investor,Lucy Hooper,Director;Executive Vice President,Davenport & Company LLC,lhooper@investdavenport.com,,Salesforce
10813221,Inactive Investor,Michael Cohan,Assistant Vice President;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",m_cohan@ml.com,,Salesforce
10348478,,[Unknown],,,joel.anderson@mercedcapital.com,,Web Form Fillout
99244,,Donald Krone,,Realsoft,dak0521@gmail.com,(732) 428-9720,
10776648,Inactive Investor,William Velasco,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Columbia SC 1320 Main St,mike.velasco@ubs.com,,Salesforce
11035684,Inactive Investor,Jesirae Heuer,Financial Advisor,Edward Jones Stevens Point WI 5725 Windy Dr,jesirae.heuer@edwardjones.com,,Salesforce
9606910,,Damien Murphy,,,damien.murphy37@mail.dcu.ie,,List import
9609000,,nikhil sharma,,,nikhilprashar27@gmail.com,,List import
10894219,Inactive Investor,Aidan Mabunga,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",aidan.mabunga@ml.com,,Salesforce
9542430,,dennis walker,,,dwalker8181@yahoo.com,,List import
10817445,Inactive Investor,Tristan Lewis,Advisor;Managing Member;Partner;Regulatory Contact,"Objective Capital Management, LLC",tristan@ocmwealth.com,,Salesforce
11156478,Inactive Investor,Jean Gadd,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",jean.gadd@nm.com,,Salesforce
10756017,Inactive Investor,Carol Klatt,,"Raymond James Financial Services, Inc. Bellevue WA 310 120th Ave NE",carol.klatt@raymondjames.com,,Salesforce
11127306,Inactive Investor,Jaime Herrejon,,PFS Investments Inc. San Antonio TX 14855 Blanco Rd,jaime.herrejon@primerica.com,,Salesforce
11007186,Inactive Investor,Elfrida Dauti,,LPL Financial LLC Wheeling IL 10 Huntington Ln,elfrida.dauti@lpl.com,,Salesforce
10761628,Inactive Investor,Ryan Fleming,,Citigroup Global Markets Inc.,,,Salesforce
350177,,Buffie Drennan-Campbell,"Property Manager, Argent Mineral Management","Argent Retirement Plan Advisors, Llc",bcampbell@heritagetrust.com,381-251-5800,Manual List Upload
9587779,,Myles Blechner,,,mblechner@foreside.com,,List import
9625006,,Nick Sissine,,,nsissine@gmail.com,,List import
10911970,Inactive Investor,Kylee Moore,,"Cambridge Investment Research, Inc. Sandy OR 38975 Proctor Blvd",,,Salesforce
11167062,Inactive Investor,Robert Easterling,,Cetera Advisors LLC Birmingham AL 1000 Providence Park,robert.easterling@ceteraadvisors.com,,Salesforce
10849791,Inactive Investor,Albert Dean,Co-Founder;Manager;Principal;Regulatory Contact,"Riverchase Wealth Management, LLC",info@riverchasewealth.com,,Salesforce
11019257,Inactive Investor,Mark Dinner,Chief Compliance Officer;Managing Member,"ICW Holdings, LLC",,,Salesforce
10864830,Inactive Investor,James Gilbert,,"Osaic Wealth, Inc. Aiken SC Private Residence",,,Salesforce
10856969,Inactive Investor,Brian Higashi,Financial Advisor,Morgan Stanley Palo Alto CA 245 Lytton Ave,brian.higashi@morganstanley.com,,Salesforce
348457,,Richard Bean,Senior Vice President,Cornercap Investment Counsel Inc,rbean@cornercap.com,404-870-0700,Manual List Upload
10773593,Inactive Investor,Brenda Marzynski,,"Osaic Institutions, Inc. Grand Rapids MI 2750 Walker Ave NW",bmarzynski@infinexgroup.com,,Salesforce
9625912,,Orion Reynolds,,,oz@imagi.tech,,List import
9579068,,Timothy Terry,,,tterry@carterterry.com,,List import
10980514,Inactive Investor,Todd Dombrowski,,Four Points Capital Partners LLC Buffalo NY Private Residence,tdombrowski@4pointscapital.com,,Salesforce
11047547,Inactive Investor,Nicolas Hartlage,,"Cambridge Investment Research, Inc. Rogers MN Private Residence",nicolas.hartlage@cambridgesecure.com,,Salesforce
10835544,Inactive Investor,Cody Perkov,Private Wealth Advisor,"Ameriprise Financial Services, LLC East Syracuse NY 5750 Commons Park",cody.perkov@ampf.com,,Salesforce
11043369,Inactive Investor,Thomas Hartfield,Chief Compliance Officer;Investment Advisor;President,"Hartfield Financial & Insurance Services, Inc.",tom@hartfieldfinancial.com,,Salesforce
339424,,Frans Du Plessis,,Mindmekka,frans@mindmekka.com,727866971,
11087961,Inactive Investor,Lance Rushing,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",lance.rushing@ml.com,,Salesforce
10928226,Inactive Investor,Mary Russell,Treasurer,"Russell Advisory Group, Inc Largo FL 208 Live Oak Ln",,,Salesforce
10936246,Inactive Investor,In Choi,,"Farmers Financial Solutions, LLC Houston TX 1240 Blalock Rd",ichoi@farmersagent.com,,Salesforce
6430131,,onu tes,,,wisedil227@ezgiant.com,,Web Form Fillout
11125636,Inactive Investor,Charles Cote,,Fidelity Brokerage Services LLC,,,Salesforce
10906842,Inactive Investor,Carolyn Kelly,Financial Advisor;Principal,"Team Hewins, LLC",carolynk@teamhewins.com,,Salesforce
347658,,George Kellner,Limited Partner,"Kellner Management, Lp",george.kellner@kellnerdileo.com,212-350-0200,Manual List Upload
10759158,Inactive Investor,Jill Napoli,,Fidelity Brokerage Services LLC,jill.napoli@fidelity.com,,Salesforce
10772079,Inactive Investor,Ronald Jagels,Financial Advisor,Edward Jones Saint Louis MO 1600 S Brentwood Blvd,ron.jagels@edwardjones.com,,Salesforce
9985414,,Scarlett Kelley,,Bitcoin.io,scarlettk261@gmail.com,812-901-2893,Web Form Fillout
11169215,Inactive Investor,Larry Kopczynski,Financial Advisor,Edward Jones Lewiston ID 2501 17th St,larry.kopczynski@edwardjones.com,,Salesforce
10893069,Inactive Investor,James Bologna,,"Allstate Financial Services, LLC Clinton Township MI 42524 Hayes Rd",jamesbologna@allstate.com,,Salesforce
9697614,,Joseph Davis,,,jldavisclu@aol.com,,Web Form Fillout
10897937,Inactive Investor,Wendy Durrant,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,wendy.l.durrant@jpmorgan.com,,Salesforce
11093698,Inactive Investor,Guia Brown-Rossow,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 5320 Donald Ross Rd",guia.brown@raymondjames.com,,Salesforce
78461,,Allan Dickson,Financial Professional,"Voya Financial Advisors, Inc.",allan.dickson@voyafa.com,813-541-1213,
10923435,Inactive Investor,Janay Donaldson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",janay.donaldson@tiaa.org,,Salesforce
10948507,Inactive Investor,Armando Gomez,,J.P. Morgan Securities LLC Sacramento CA 3850 Truxel Rd,armando.ag.gomez@chase.com,,Salesforce
10895801,Inactive Investor,Matthew Medeiros,Chief Compliance Officer;Chief Executive Officer;President,Clelland & Company Inc,matt@clelland.com,,Salesforce
11220789,,Steven Davidson,,,steven.davidson@eplp.com,,List Import
11128524,Inactive Investor,Edward Mireles,Financial Advisor,Edward Jones Houston TX 440 Louisiana St,edward.mireles@edwardjones.com,,Salesforce
10781174,Inactive Investor,Alfonso Avila,,Cetera Investment Services LLC Crown Point IN 117 E Joliet St,alfonso.avila@ceterais.com,,Salesforce
10838707,Inactive Investor,Kurt Williams,,Cetera Advisors LLC Aurora OR 21356 Hubbard Cutoff Rd NE,kurt.williams@ceteraadvisors.com,,Salesforce
11004112,Inactive Investor,Stephan Davis,,"VALIC Financial Advisors, Inc. Nashville TN Private Residence",sdavis@htk.com,,Salesforce
10946255,Inactive Investor,Bryan Smith,Owner;Principal,"Good Life Advisors, LLC Lees Summit MO 200 NE Missouri Rd",bryan.w.smith@goodlifefa.com,,Salesforce
10947172,Inactive Investor,John Moore,Relationship Banker,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
235853,, -,,[[Unknown]],crimsonred911@gmail.com,,
10762581,Inactive Investor,Lynn DeNucci,Senior Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",lynn_denucci@ml.com,,Salesforce
10868903,Inactive Investor,James Mead,,"Raymond James Financial Services, Inc. Fairfield CT 2150 Post Rd",james.mead@raymondjames.com,,Salesforce
9595624,,Matthew Kane,,,mkane@compass-ionadvisors.com,,List import
10977214,Inactive Investor,Julia Galbraith,Financial Advisor,"Osaic Wealth, Inc. Corpus Christi TX 501 S Tancahua St",,,Salesforce
9616245,,Alysia Li,,,alysiali33@gmail.com,,List import
11191339,Inactive Investor,Brandyn Rowlinson,Wealth Management Analyst,Morgan Stanley New York NY 55 E 52nd St,brandyn.rowlinson@morganstanley.com,,Salesforce
10943497,Inactive Investor,Martin Durbin,,"Avantax Investment Services, Inc. Mineral Wells TX 100 E Hubbard St",,,Salesforce
11008401,Inactive Investor,Scott Tolton,Chief Compliance Officer;Member,"Tolton Asset Management, LLC",,,Salesforce
10821088,Inactive Investor,Charles Wagner,,"Cambridge Investment Research, Inc. Las Cruces NM 2455 Missouri Ave",,,Salesforce
219857,,Peter Staub,,[Unknown],peter.staub@pom.ch,,Direct
127532,,Adriana Depalma,"Senior Vice President, Market Director","Steward Partners Investment Advisory, Llc",adriana.depalma@stewardpartners.com,212-364-0364,Manual List Upload
9622274,,SEAN BRECKENRIDGE,,,seanmbreckenridge@gmail.com,,List import
11210447,Inactive Investor,Thomas Ransohoff,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",thomas_a_ransohoff@ml.com,,Salesforce
10871527,Inactive Investor,Angela Schulz,,PFS Investments Inc. Madison WI 2916 Syene Rd,angela.schulz@primerica.com,,Salesforce
10918647,Inactive Investor,Marc Takenaga,,"CreativeOne Securities, LLC La Mesa CA 8100 La Mesa Blvd",,,Salesforce
10974599,Inactive Investor,Verity Forsythe,,Vanguard Marketing Corporation,verity_forsythe@vanguard.com,,Salesforce
11032633,Inactive Investor,Natalie Reyes,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10848656,Inactive Investor,Rebecca Paterik,,United Planners' Financial Services of America A Limited Partner Dallas TX 5005 Lyndon B Johnson Fwy,rbpaterik@unitedplanners.com,,Salesforce
108186,,Gary Katz,,Retired Merrill,gkrutgers@aol.com,6109245107,
215584,,Leonid Polyakov,Chief Financial Officer And Elected Manager,Horizon Kinetics Asset Management Llc,lpolyakov@horizonkinetics.com,646-291-2300,Manual List Upload
10942497,Inactive Investor,Terri Criswell,,"Raymond James & Associates, Inc. Las Vegas NV 410 S Rampart Blvd",terri.criswell@raymondjames.com,,Salesforce
11192669,Inactive Investor,Stephen Kane,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11114695,Inactive Investor,Michael Gish,Financial Advisor,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",michael.gish@wellsfargo.com,,Salesforce
11208195,Inactive Investor,Jared Benson,,"Raymond James Financial Services, Inc. Dayton TN 1525 Market St",jared.benson@raymondjames.com,,Salesforce
10616127,,Basit Adhami,,,basit.adhami@jpmorgan.com,,List Import
10952130,Inactive Investor,Michael Henne,,"Western International Securities, Inc. Massapequa NY Private Residence",,,Salesforce
10762724,Inactive Investor,Philipp Weisskopf,Corporate Retirement Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,philipp.weisskopf@morganstanley.com,,Salesforce
9545377,,Michael Mullis,,,michael.mullis@securitiesamerica.com,,List import
226252,, -,,[[Unknown]],gregory.thompson@plurimi.com,,Initial Salesforce Import
10811632,Inactive Investor,Michael Hankin,Chief Executive Officer;President,Brown Advisory,,,Salesforce
11112665,Inactive Investor,Charles Leupold,Representative,PFS Investments Inc. Salinas CA 1582 Moffett St,charles.leupold@primerica.com,,Salesforce
10963829,Inactive Investor,Mark Ramirez,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",mark.ramirez@nm.com,,Salesforce
9568025,,Eric Bertrand,,,bertrand1000@hotmail.com,,List import
11129624,Inactive Investor,Charles DiCarlo,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",charles.dicarlo@ml.com,,Salesforce
11012101,Inactive Investor,Robyn Medlock-Igbo,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,robynemedlockigbo@primerica.com,,Salesforce
11066359,Inactive Investor,Robert Dobos-Bubno,,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,rob.dobosbubno@morganstanley.com,,Salesforce
10661601,,Lisa Harkins,,,llerner@periscopeequity.com,,List Import
9642118,,Eric Kim,,,ekim@hannamtrust.com,,List import
10839713,Inactive Investor,Edward Nicolls,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fresno CA 1100 W Shaw Ave",ed.nicolls@tfaconnect.com,,Salesforce
9550215,,Xuejun Du,,,xuejun.du@transamerica.com,,List import
11058846,Inactive Investor,Tod Ingram,Financial Advisor,Thrivent Investment Management Inc. Destin FL 34990 Emerald Coast Pkwy,tod.ingram@thrivent.com,,Salesforce
11081589,Inactive Investor,Gregory Calotta,,Cetera Financial Specialists LLC Fairfield NJ 277 Fairfield Rd,gregory.calotta@ceterafs.com,,Salesforce
10606122,,F O'Halloran,"Partner, Portfolio Manager","Lord, Abbett & Co. LLC",fohalloran@lordabbett.com,201-827-2269,List Import
10757130,Inactive Investor,Barry Corkern,Chief Compliance Officer;President,"Barry M. Corkern & Co., Inc.",barryc@bcorkern.com,,Salesforce
9567076,,Michael Benoit,,,mbenoit@dimeoschneider.com,,List import
11166172,Inactive Investor,Shannon Butler,,"Raymond James & Associates, Inc. Bedminster NJ 350 Main St",,,Salesforce
10943666,Inactive Investor,Nick Rich,,"Raymond James & Associates, Inc. Morristown NJ 163 Madison Ave",nick.rich@raymondjames.com,,Salesforce
11182262,Inactive Investor,Warren Hartzman,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",warren.hartzman@wellsfargoadvisors.com,,Salesforce
11123499,Inactive Investor,Grace Aslanian,Client Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",grace.aslanian@raymondjames.com,,Salesforce
11168630,Inactive Investor,Julie Vo,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,julie.vo@jpmorgan.com,,Salesforce
11178113,Inactive Investor,Sofia Shah,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 7390 W Sahara Ave",sofia.shah@tfaconnect.com,,Salesforce
10776091,Inactive Investor,Linda Struck,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",linda.struck@schwab.com,,Salesforce
10857970,Inactive Investor,Daniel Sexton,Chief Compliance Officer;Financial Advisor;Lead Advisor;Owner;Trustee,RS Crum Inc.,rscrum@rscrum.com,,Salesforce
11212895,Inactive Investor,Ronald Ceccarini,Financial Advisor,Edward Jones Mooresville NC 1355 Shearers Rd,ron.ceccarini@edwardjones.com,,Salesforce
9634570,,Debbie Purdy,,,dpurdy@cantella.com,,List import
11156234,Inactive Investor,Nina Nevidzanska,,Deutsche Bank Securities Inc.,nina@deutschewealth.com,,Salesforce
11006604,Inactive Investor,Billy Gaskins,Vice President,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,jason.gaskins@glic.com,,Salesforce
10716934,,Precious Danladi,,,preciousdanladi59@gmail.com,,Web Form Fillout
11029321,Inactive Investor,Karen Jochimsen,Client Service Associate,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,karen.jochimsen@opco.com,,Salesforce
8480385,,Brenton Thai,,Collaborative Wealth,brentonthai@collaborativewealth.com,(321) 766-6049,List Import
10606177,,Elizabeth Dooley,"Managing Director, Senior Portfolio Manager",City National Rochdale,elizabeth.dooley@cnr.com,212-702-3551,List Import
9618027,,Luca Moretto,,,lucamoretto2@gmail.com,,List import
9554287,,Gerardo Perez,,,gerap67@icloud.com,,List import
11125748,Inactive Investor,Brandon Hoff,Financial Planner,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10994400,Inactive Investor,Jacob Wellborn,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",,,Salesforce
10757220,Inactive Investor,Taylor Ranshaw,Registered Client Service Associate,Morgan Stanley Grand Blanc MI 2430 E Hill Rd,taylor.ranshaw@morganstanley.com,,Salesforce
40462,,Martin Westen,Financial Consultant,Thrivent Investment Management Inc.,marty.westen@thrivent.com,319-653-7297,
3128116,,Tanja Heck,,,fravartii@yahoo.com,,
11047272,Inactive Investor,Stephen Yun,Financial Advisor,LPL Financial LLC Nashville TN 1915 Glen Echo Rd,stephen.yun@lpl.com,,Salesforce
10977870,Inactive Investor,Brian Herman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9592645,,Matthew Francis,,,freeforme77@gmail.com,,List import
11116622,Inactive Investor,Todd Lengel,Financial Advisor,"Pruco Securities, LLC. Tamaqua PA 522 Chestnut Cir",todd.lengel@prudential.com,,Salesforce
10980340,Inactive Investor,Max Rosenthal,Wealth Manager,Everhart Advisors,maxr@everhartadvisors.com,,Salesforce
11064857,Inactive Investor,Maria Horta,Portfolio Associate;Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,maria.horta@morganstanley.com,,Salesforce
10942833,Inactive Investor,Daniel Prendergast,,D.A. Davidson & Co. Denver CO 1550 Market St,dprendergast@dadco.com,,Salesforce
10754996,Inactive Investor,Terrance Nugent,Managing Director - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,terrance.nugent@ubs.com,,Salesforce
53178,,Karen McIntyre,"Managing Director, Principal, Senior Financial Advisor",Wescott Financial Advisory Group LLC,kmcintyre@wescott.com,215-979-1683,
10850844,Inactive Investor,William Coffman,,"Geneos Wealth Management, Inc. Liberty Hill TX Private Residence",,,Salesforce
11149675,Inactive Investor,Kyle Vest,Financial Advisor,Edward Jones Amarillo TX 5109 Lexington Sq,kyle.vest@edwardjones.com,,Salesforce
11043667,Inactive Investor,Matthew Blakey,Private Client Banker,J.P. Morgan Securities LLC Scottsdale AZ 15415 N 65th Pl,,,Salesforce
10977351,Inactive Investor,Beckham Wyrick,Director - Development;Portfolio Manager;Regulatory Contact,"Aptus Capital Advisors, LLC",beckhamwyrick@aptuscapitaladvisors.com,,Salesforce
9589441,,michael flanagan,,,michaeljamesflanagan88@gmail.com,,List import
11083640,Inactive Investor,Clifford Heroth,Preferred Relationship Manager,"Fifth Third Securities, Inc. Palm Harbor FL 1027 Nebraska Ave",clifford.heroth@53.com,,Salesforce
9625027,,Alfred Randall,,,brdrandall@gmail.com,,List import
10844510,Inactive Investor,Matthew Goodwin,,"Northwestern Mutual Investment Services, LLC Alpharetta GA 3440 Preston Ridge Rd",matthew.goodwin@nm.com,,Salesforce
11048511,Inactive Investor,Robert McCullough,,"M Holdings Securities, Inc. Overland Park KS 7700 Wedd St",robert.mccullough@mfin.com,,Salesforce
10865724,Inactive Investor,Janice Caputo,,"Osaic Wealth, Inc. Glenelg MD Private Residence",,,Salesforce
11121915,Inactive Investor,Christopher Reed,Financial Advisor,LPL Financial LLC Ocala FL 1740 SE 18th St,,,Salesforce
10840756,Inactive Investor,Sheldon Benge,Investment Advisor,Advisor Resource Council Roanoke TX 112 N Oak St,,,Salesforce
11165325,Inactive Investor,Thomas Henry,,"Osaic Wealth, Inc. Clarksville TN 124 Center Pointe Dr",,,Salesforce
10614769,,Michael Rooney,"Financial Advisor, Senior Vice President - Wealth Management",,michael.rooney@morganstanley.com,,List Import
9596320,,Kellie Becker,,,kellie.becker@plantemoran.com,,List import
10961809,Inactive Investor,Lawson Corkern,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10802208,Inactive Investor,Timothy Shocklee,Executive Director - Investments;Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,tim.shocklee@opco.com,,Salesforce
10840286,Inactive Investor,Andrew Santen,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",andrew.santen@wellsfargoadvisors.com,,Salesforce
10818734,Inactive Investor,Jack Tabacinic,Chief Compliance Officer;Chief Executive Officer;Manager,Loom Capital Management LLC,jtabacinic@loomcapital.com,,Salesforce
10923166,Inactive Investor,Louis Messina,,Cetera Advisor Networks LLC Troy MI 5455 Corporate Dr,,,Salesforce
9596577,,James Tananbaum,,,jtananbaum@foresitecapital.com,,List import
10950148,Inactive Investor,Robert Fleming,,Cetera Advisor Networks LLC Tampa FL Private Residence,robert.fleming@ceterawealth.com,,Salesforce
11022734,Inactive Investor,Myles Zueger,,"Raymond James Financial Services, Inc. Nashville TN 2905 12th Ave S",myles.zueger@raymondjames.com,,Salesforce
10799854,Inactive Investor,Matthew Wright,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.wright@fidelity.com,,Salesforce
10936912,Inactive Investor,Adam Molitor,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11113685,Inactive Investor,Thomas Sullivan,,"Osaic Wealth, Inc. Oak Lawn IL 5170 W 95th St",,,Salesforce
1003584,Inactive Investor,Brian Wright,,Jamakepe Advisors,brian.wright@jamakepe.com, +1 212 256 8592,
10887940,Inactive Investor,Malcolm Sessoms,,"The Leaders Group, Inc.",malcolm@leadersgroup.net,,Salesforce
10906632,Inactive Investor,Marie Tustin,Member,"Acropolis Investment Management, L.L.C.",,,Salesforce
9601047,,Daniel Rowe,,,drowe@heritagewealth.net,,List import
10958013,Inactive Investor,Peter West,,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",,,Salesforce
10879402,Inactive Investor,Angela Allen,,"First Citizens Investor Services, Inc. Monroe NC 111 E Jefferson St",,,Salesforce
10809211,Inactive Investor,Michael Lee,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,michael.s.lee@ubs.com,,Salesforce
10867449,Inactive Investor,Johanna Bogen,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,johanna_bogen@glic.com,,Salesforce
8717889,,Robert Hicks,,,w5tx@w5tx.net,,Web Form Fillout
11106579,Inactive Investor,Antonio Nogalo,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,,,Salesforce
9583325,,Jennifer Blackhurst,,,jenniferblackhurst@synovus.com,,List import
10900838,Inactive Investor,Joshua Schaalma,Financial Advisor,LPL Financial LLC Ripon WI 333 Blackburn St,joshua.schaalma@lpl.com,,Salesforce
11232380,Inactive Investor,Katie Labelle,,PFS Investments Inc. Standish MI 806 W Cedar St,klabelle@primerica.com,,Salesforce
10824246,Inactive Investor,Vatsal Assar,,Commonwealth Financial Network Dallas TX 12222 Merit Dr,vassar@commonwealth.com,,Salesforce
9574588,,Joseph Tortis,,,jtortis@massmutual.com,,List import
11254021,Inactive Investor,Daniel Mulligan,,"Raymond James & Associates, Inc.",daniel.mulligan@raymondjames.com,,Salesforce
10892095,Inactive Investor,Joseph Craft,Financial Advisor,Edward Jones Colonial Heights VA 130 Temple Lake Dr,joseph.craft@edwardjones.com,,Salesforce
10909633,Inactive Investor,Christopher Carelli,Partner;Wealth Advisor,Carr Financial Group,chris@carrfinancial.net,,Salesforce
235501,, -,,[[Unknown]],vorozbickij1997@gmail.com,,Direct
10983254,Inactive Investor,William Norast,,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,william.norast@thrivent.com,,Salesforce
11077550,Inactive Investor,Charles Bonatakis,Senior Vice President - Investments,"Raymond James & Associates, Inc. Springfield MA 1500 Main St",charles.bonatakis@raymondjames.com,,Salesforce
11135416,Inactive Investor,Mark Rosen,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,mark.rosen@gs.com,,Salesforce
9578948,,Frederick Reynolds,,,freynolds@reynoldsfunds.com,,List import
9611043,,Abdul Ririn,,,mochrezkiabdulrozak@gmail.com,,List import
10937256,Inactive Investor,James Carlton,,State Farm VP Management Corp. Saint Louis MO 34 N Gore Ave,,,Salesforce
11148178,Inactive Investor,Joseph Cody,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10659211,,Richard Schlesinger,,,proiis@planmembersec.com,,List Import
9588151,,Lay Yong Lee,,,eelleely70@yahoo.com.sg,,List import
11105353,Inactive Investor,Adam House,,"TIAA-CREF Individual & Institutional Services, LLC Gainesville FL 5001 Celebration Pointe Ave",adam.house@tiaa.org,,Salesforce
11130850,Inactive Investor,David Shams,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",dshams@ml.com,,Salesforce
11171958,Inactive Investor,Michael Bartlett,,"Allstate Financial Services, LLC Fort Lauderdale FL 7300 W Mcnab Rd",mbartlett2@allstate.com,,Salesforce
10877306,Inactive Investor,Zachary Welch,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9621435,,Rich Perkins,,,blitzkreig7@yahoo.com,,List import
10766280,Inactive Investor,Andrew Brammer,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",andrew.brammer@wellsfargoadvisors.com,,Salesforce
10982714,Inactive Investor,Gavin Mckenzie,Associate;Financial Advisor,"Gregory J. Schwartz & Co., Inc.",gavin.mckenzie@gjsco.com,,Salesforce
188345,,Mike Hughes,,[Unknown],ablemutt@yahoo.com,,source
10974541,Inactive Investor,Dayanna Diaz Coronado,,J.P. Morgan Securities LLC Humble TX 19240 W Lake Houston Pkwy,dayanna.diaz-coronado@jpmorgan.com,,Salesforce
10821661,Inactive Investor,Raymond Fornino,,"Cambridge Investment Research, Inc. Coral Gables FL Private Residence",,,Salesforce
11120483,Inactive Investor,Mara Ventura,,PFS Investments Inc. Riverside CA 647 Main St,mara.dorough@primerica.com,,Salesforce
11007970,Inactive Investor,John Buetow,,"Cambridge Investment Research, Inc. Kalamazoo MI 2632 S 11th St",,,Salesforce
10866970,Inactive Investor,Robert Pike,Wealth Manager,Sheets Smith Wealth Management,,,Salesforce
9633668,,Rex Chung,,,rex.chung@gmail.com,,List import
11156292,Inactive Investor,Justin Harris,Financial Advisor,Edward Jones Vernal UT 199 W Main St,justin.harris@edwardjones.com,,Salesforce
10965584,Inactive Investor,Rachel Coia,,LPL Financial LLC Buffalo NY 360 Delaware Ave,,,Salesforce
11194370,Inactive Investor,Ronald Bush,,State Farm VP Management Corp. Bastrop LA 1911 E Madison Ave,,,Salesforce
9541064,,Daniel Goldsmith,,,dgoldsmith2@yahoo.com,,List import
11169285,Inactive Investor,Nathaniel Trobiani,,J.P. Morgan Securities LLC Minneapolis MN 16895 County Road 24,nate.trobiani@jpmorgan.com,,Salesforce
11208527,Inactive Investor,James Latimer,,"Muriel Siebert & Co., LLC",jlatimer@siebertnet.com,,Salesforce
11697,,Mark McKevitt,Analyst,CIBC Private Wealth Management,mmckevitt@cibc.com,1-312-422-1720,Database Upload
10839231,Inactive Investor,Timothy Dean,Financial Advisor,LPL Financial LLC Tallahassee FL 1673 Mahan Center Blvd,timothy.dean@lpl.com,,Salesforce
9553348,,Ryan Mallow,,,ryan.mallow@fidelity.com,,List import
11045919,Inactive Investor,Mary Wafer,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",marybeth.wafer@truist.com,,Salesforce
10760001,Inactive Investor,Scott Bullock,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,sbullock@rwbaird.com,,Salesforce
11104880,Inactive Investor,Frank Murray,,Morgan Stanley,frank.murray@morganstanley.com,,Salesforce
10775492,Inactive Investor,Elizabeth Roller,,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",elizabeth.roller@wellsfargoadvisors.com,,Salesforce
8561,, -,,[[Unknown]],johncoups@comline.com,,Direct
11202740,Inactive Investor,Johnathan Kulikowski,Wealth Advisor,Vantage Financial Partners Limited,,,Salesforce
372435,,Brad Pruitt,,[Unknown],brad.pruitt@me.com,,Google Ad
11011693,Inactive Investor,Frank Hofford,Financial Advisor,Edward Jones Bellevue WA 8 102nd Ave NE,frank.hofford@edwardjones.com,,Salesforce
10989962,Inactive Investor,Elizabeth Clark,,"Allstate Financial Services, LLC Spring Hill KS 607A E Hale St",elizabethclark@allstate.com,,Salesforce
341004,,Pattis Burrus,Registered Sales Assistant,"Phillips Capital Advisors, Inc.",pburrus@tspinvest.com,405-943-9433,Manual List Upload
11197714,Inactive Investor,Kim Winn,Financial Advisor,Edward Jones Westminster CO 8825 Eaton St,kim.winn@edwardjones.com,,Salesforce
10983746,Inactive Investor,Humberto Garcia,,Cetera Advisors LLC Houston TX 701 N Post Oak Rd,,,Salesforce
9636110,,Shaneel Patel,,,spatel@whitney.com,,List import
10814468,Inactive Investor,Michael Bowser,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9616572,,Mary Shara,,,mjshara@gmail.com,,List import
9601541,,Erin Spiwak,,,erinspiwak@honkamp.com,,List import
10855482,Inactive Investor,Anne Wilson,,"Principal Securities, Inc. Naperville IL 507 Fairway Dr",wilson.anne@principal.com,,Salesforce
10906029,Inactive Investor,Darrick Engel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,darrick.engel@fidelity.com,,Salesforce
10849122,Inactive Investor,Rachel Oxsheer,,"Raymond James & Associates, Inc.",rachel.oxsheer@raymondjames.com,,Salesforce
10924484,Inactive Investor,Ryan Bearden,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
10815115,Inactive Investor,Matt Knoll,Financial Advisor,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",matthew.d.knoll@wellsfargo.com,,Salesforce
1003819,Inactive Investor,Harry Bell,,Harry Thomas Bell,bellht@juno.com,7137258229,
6174638,,Joe Align,,,yousef825528@yahoo.com,,Web Form Fillout
10890723,Inactive Investor,Christopher White,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carson City NV 947 Topsy Ln",cjwhite@ml.com,,Salesforce
11124842,Inactive Investor,William Blyth,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",william.m.blyth@ml.com,,Salesforce
10784557,Inactive Investor,Scott Richards,Private Wealth Advisor,"Ameriprise Financial Services, LLC Allentown PA 5100 W Tilghman St",scott.x.richards@ampf.com,,Salesforce
10954827,Inactive Investor,Jonathon Freimuth,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10845208,Inactive Investor,Lisa McPherson,Financial Advisor,LPL Financial LLC Crawfordville FL 2592 Crawfordville Hwy,lisa.mcpherson@lpl.com,,Salesforce
11202849,Inactive Investor,Matthew Savela,Advisor,"The Welch Group, LLC",matt@welchgroup.com,,Salesforce
11016946,Inactive Investor,Nathan Law,Financial Advisor,Commonwealth Financial Network Needham Heights MA 197 1st Ave,nlaw@commonwealth.com,,Salesforce
9648016,,Anthony Smith,,,anthonyclaytonsmith@gmail.com,,List import
11212609,Inactive Investor,Hong Pham,,NYLIFE Securities LLC Huntington Beach CA 7711 Center Ave,hnpham@ft.newyorklife.com,,Salesforce
11100642,Inactive Investor,Lynn Sisson Debord,Investment Advisor,LPL Financial LLC Staunton VA 117 S Lewis St,lynn.sisson-debord@lpl.com,,Salesforce
10795176,Inactive Investor,Joseph Travaglini,,Morgan Stanley Middleton MA 35 Village Rd,joseph.travaglini@morganstanley.com,,Salesforce
9644646,,Michael M. Drake Michael M. Drake,,,michaelmdrake@dayrep.com,,List import
10921747,Inactive Investor,Steven Boles,Financial Advisor,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",sboles@firsthorizon.com,,Salesforce
155130,,Jonathan ALIBERT,,[Unknown],jonathan.alibert@gmail.com,,
9586599,,Gregory Fenton,,,greg@cambridgecape.com,,List import
10866240,Inactive Investor,George Forsyth,,"Charles Schwab & Co., Inc. Indianapolis IN 137 N Meridian St",george.forsyth@schwab.com,,Salesforce
11028170,Inactive Investor,Anthony George,,Jefferies LLC Boston MA 125 High St,ageorge@jefferies.com,,Salesforce
10965488,Inactive Investor,John Petrucco,,"Ameritas Investment Company, LLC Loxahatchee FL Private Residence",john.petrucco@ameritas.com,,Salesforce
10647275,,Ralph Jones,,,ralph.jones@opco.com,,List Import
11011317,Inactive Investor,Charles Ojeh,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 262 1st Ave,charles.ojeh@citi.com,,Salesforce
11230214,Inactive Investor,Girish Bondre,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,gsbondre@ft.newyorklife.com,,Salesforce
10833169,Inactive Investor,Phillip Millspaugh,,Goldman Sachs & Co.,,,Salesforce
9589428,,Morgan Riney,,,morgandriney@yahoo.com,,List import
9634916,,Merrill Johns,,,mjohns@cisinvest.com,,List import
10864669,Inactive Investor,Bobby Hartin,,"FBL Marketing Services, LLC Tishomingo OK 1410 W Main St",,,Salesforce
11144172,Inactive Investor,David Bazzoli,Vice President,The Huntington Investment Company Columbus OH 1600 Bethel Rd,,,Salesforce
10796672,Inactive Investor,Nicholas Stamboulis,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",nick.stamboulis@nm.com,,Salesforce
10957237,Inactive Investor,James Kozik,,"Kestra Investment Services, LLC Cranbury NJ 1249 S River Rd",,,Salesforce
11140699,Inactive Investor,Manuel Vizcarra,Relationship Associate,Citigroup Global Markets Inc. Citrus Heights CA 5610 Sunrise Blvd,,,Salesforce
10976058,Inactive Investor,Jerry Gambell,District Leader;Investment Advisor,PFS Investments Inc. Whitesboro NY 10 Main St,jgambell@primerica.com,,Salesforce
10849144,Inactive Investor,Christian Wignall,President;Trustee,Capstan LLC,cwignall@capstanglobal.com,,Salesforce
10854450,Inactive Investor,Robert Thrift,,Cetera Advisor Networks LLC Oviedo FL 842 Lullwater Dr,,,Salesforce
10938136,Inactive Investor,Brian Dwyer,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",brian.dwyer@nm.com,,Salesforce
10908908,Inactive Investor,Shyan Moayedi,Private Banker;Vice President,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",,,Salesforce
11082973,Inactive Investor,Andrea Zenisek,,Commonwealth Financial Network Mount Pleasant SC 1275 Ben Sawyer Blvd,azenisek@commonwealth.com,,Salesforce
11182830,Inactive Investor,Shirley Roberts,,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,shirley.roberts@ubs.com,,Salesforce
11210982,Inactive Investor,Yesis Gomez,,"Allstate Financial Services, LLC Miami FL 13025 SW 112th St",yesisgomez@allstate.com,,Salesforce
11196381,Inactive Investor,Clay Resnick,Chief Compliance Officer,Envel,clay@envel.ai,,Salesforce
10927862,Inactive Investor,Amanda Davila,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,amandadavila.team@fidelity.com,,Salesforce
11160260,Inactive Investor,Brian Berns,Financial Advisor,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",brian.berns@raymondjames.com,,Salesforce
11184348,Inactive Investor,Justin Russell,,Thrivent Investment Management Inc. Johnston IA 5404 NW 88th St,justin.russell@thrivent.com,,Salesforce
10864027,Inactive Investor,Tracy Meyer,Client Service Associate;Senior Client Associate,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,,,Salesforce
10918308,Inactive Investor,Craig Nichols,,J.P. Morgan Securities LLC Milwaukee WI 8737 N Port Washington Rd,craig.a.nichols@chase.com,,Salesforce
373664,,Manuel Clement,,[Unknown],latnluv@yahoo.com,,source
10935399,Inactive Investor,Michael Wolf,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,michael.wolf@fmr.com,,Salesforce
11197343,Inactive Investor,Gordon Ogden,,"Profinancial, Inc.",,,Salesforce
11042771,Inactive Investor,Kevin Paulus,,"Principal Securities, Inc. Savage MN Private Residence",,,Salesforce
10829903,Inactive Investor,Ronald Kline,,"Cambridge Investment Research, Inc. Saint Louis MO 10260 Manchester Rd",,,Salesforce
11115637,Inactive Investor,Dayalini Lingesh,,Fidelity Brokerage Services LLC,,,Salesforce
11057571,Inactive Investor,Margaux Ballet,,Jefferies LLC,mballet@jefferies.com,,Salesforce
10906066,Inactive Investor,Matthew Barcus,,Jefferies LLC San Francisco CA 101 California St,mbarcus@jefferies.com,,Salesforce
11143394,Inactive Investor,Ann Shigemura-Hildebrand,Chief Compliance Officer,Carnegie Investment Counsel,ashigemura_hildebrand@carnegieinvest.com,,Salesforce
9565462,,T C,,,tc6666688888@gmail.com,,List import
10802805,Inactive Investor,Heather Klutznick,Senior Vice President;Vice President,"Trilogy Capital, Inc. Denver CO 101 University Blvd",deanna.bockman@trilogyfs.com,,Salesforce
11057362,Inactive Investor,Richard Howells,,"Kestra Investment Services, LLC San Antonio TX 14607 San Pedro Ave",richard.howells@kestrafinancial.com,,Salesforce
9558687,,Lawrence Purcell,,,lawrence.purcell@ameriflex.com,,List import
11048258,Inactive Investor,Edmon Enfield,Financial Advisor;Senior Vice President;Vice President,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",ed.enfield@rbc.com,,Salesforce
11142648,Inactive Investor,Anthony Girgis,Financial Professional,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",anthony.girgis@equitable.com,,Salesforce
10930745,Inactive Investor,Arianna Anaya,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,arianna.romo@primerica.com,,Salesforce
10793446,Inactive Investor,Jeremy Fagan,Financial Services Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",jsfagan@financialguide.com,,Salesforce
10948993,Inactive Investor,Shayn Horrocks,Financial Advisor Assistant,LPL Financial LLC Harleysville PA 331 Ruth Rd,shayn.horrocks@lpl.com,,Salesforce
10835446,Inactive Investor,Jennifer Lane,Chief Compliance Officer;Owner;President,"Compass Planning Associates, Inc. Boston MA 3 Center Plz",jennifer@compassplanning.com,,Salesforce
10614183,,John Fabris,Financial Advisor,,john.fabris@wellsfargoadvisors.com,,List Import
9596319,,Donald Grahek,,,donaldgrahek@gmail.com,,List import
10986058,Inactive Investor,Paul Baumann,Financial Advisor,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,paul.baumann@thrivent.com,,Salesforce
11070842,Inactive Investor,Luke Anderson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indiana PA 682 Philadelphia St",landerson12@ml.com,,Salesforce
11098185,Inactive Investor,Wing Kei Chan,,MooMoo Financial Inc.,wing-kei.chan@moomoo.com,,Salesforce
190007,,Robert Carlucci,,United States,rcarlucci29@gmail.com,,source
11035296,Inactive Investor,Mebin Mathew,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,mmathew@primerica.com,,Salesforce
10788996,Inactive Investor,Andrew Gough,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,andrew.t.gough@jpmorgan.com,,Salesforce
10763903,Inactive Investor,Sundance Campbell,Financial Advisor,Morgan Stanley Bangor ME 23 Water St,sundance.campbell@morganstanley.com,,Salesforce
11091420,Inactive Investor,Kenneth Jarvis,Assistant Vice President;Financial Advisor,"Citizens Securities, Inc. Wexford PA 11060 Perry Hwy",kenneth.jarvis@citizenssecurities.com,,Salesforce
10942446,Inactive Investor,Brian Pelz,,"First Command Brokerage Services, Inc.",bpelz@firstcommand.com,,Salesforce
146970,,John Sullivan,,[Unknown],johnlsullivan100@yahoo.co.uk,,
9627344,,Robert Rokita,,,robtrans139@gmail.com,,List import
11157712,Inactive Investor,Craig Cassidy,Investment Advisor Representative,"Royal Fund Management, LLC",craigc@royalfundmanagement.com,,Salesforce
10800774,Inactive Investor,Ben C Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fairfax VA 3201 Jermantown Rd",ben.c.smith@ampf.com,,Salesforce
332593,,Nahum mendoza,,TBD,nahum100@icloud.com,6195720847,
10957203,Inactive Investor,Lee Bruemmer,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",lee.bruemmer@nm.com,,Salesforce
10940650,Inactive Investor,David Quinney,,NYLIFE Securities LLC Saint Augustine FL 2225 A1A S,dquinney@ft.newyorklife.com,,Salesforce
10896152,Inactive Investor,Christopher Allessio,Financial Advisor,Edward Jones Peachtree City GA 200 Westpark Dr,christopher.allessio@edwardjones.com,,Salesforce
11192033,Inactive Investor,Bradley Epstein,Investment Advisor Representative,"Independent Financial Group, LLC Rockwall TX 2600 Ridge Rd",,,Salesforce
11059235,Inactive Investor,John Nadworny,Managing Partner,"Sequoia Financial Group, L.L.C. Burlington MA 80 Blanchard Rd",jnadworny@sequoia-financial.com,,Salesforce
11143069,Inactive Investor,Robert Henry,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Ann Arbor MI 900 Victors Way",,,Salesforce
10928421,Inactive Investor,Walter Mcghee,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10856415,Inactive Investor,Arthur Costanzo,,"American Portfolios Financial Services, Inc. Melville NY Private Residence",acostanzo@americanportfolios.com,,Salesforce
11054763,Inactive Investor,Randa Abner-Peden,Associate Vice President;Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Saint Louis MO Private Residence,paige.abnerpeden@morganstanley.com,,Salesforce
10645403,,Justine Chiou,,,jchiou@williamblair.com,,List Import
11063263,Inactive Investor,Michael Anania,Managing Director,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",michael.anania@raymondjames.com,,Salesforce
11234856,Inactive Investor,Michael Antczak,Senior Financial Advisor,Evensky & Katz/Foldes Wealth Management,mantczak@evensky.com,,Salesforce
9634242,,Joseph Agbebiyi,,,agbebiyi@gmail.com,,List import
9560049,,salem abu-alem,,,salel001@yahoo.com,,List import
338221,,Jon Plexico,Managing Member,"Stonepine Capital Management, Llc",jon@stonepinecap.com,541-647-5673,Manual List Upload
11158580,Inactive Investor,Katrina Bullock,Chief Compliance Officer,Wellington Investment Advisors,,,Salesforce
11068561,Inactive Investor,Derek Daugaard,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",derek.daugaard@nm.com,,Salesforce
11194201,Inactive Investor,Ori Laby,Assistant Vice President,Morgan Stanley,,,Salesforce
9641787,,Michael Aiello,,,aiellomike47@gmail.com,,List import
9595717,,Rich O?Hara,,,oharar@hiltoncm.com,,List import
11176668,Inactive Investor,Tabitha Meyerer,Chief Compliance Officer;Managing Member,"Fiduciary Family Office, LLC",tlm@fiduciaryfo.com,,Salesforce
9607720,,Andrew Markov,,,pauqov@gmail.com,,List import
10908237,Inactive Investor,Michael Farha,,"Pruco Securities, LLC. Quincy IL 3701 E Lake Ctr",michael.farha@prudential.com,,Salesforce
9626648,,Shaun Sheridan,,,shaunsheridan96@gmail.com,,List import
231330,, -,,[[Unknown]],emckinn@comcast.net,,
9579175,,Tariq Amad,,,tariqamad@gmail.com,,List import
10782643,Inactive Investor,Mark Hoffman,,"Hornor, Townsend & Kent, LLC Scottsdale AZ Private Residence",mhoffman@htk.com,,Salesforce
340219,,Aviva Selling,,"Kaspick & Company, LLC",aselling@kaspick.com,(617) 788-5863,Database Upload
10682695,,امیر هوشنگ رمه چی,,,amir.ramahchi949@gmail.com,,Web Form Fillout
333000,,Terance Takyi,,First Republic Investment Management,ttakyi@firstrepublic.com,,
347346,,Emily Strickman,"Asset Management, Portfolio Management","Lem Capital, L.p.",strickman@lemcapital.com,215-557-9600,Manual List Upload
11088189,Inactive Investor,Ilia Dalea,,LPL Financial LLC Sacramento CA 3610 American River Dr,michael.dalea@lpl.com,,Salesforce
11097215,Inactive Investor,Mark Karasek,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
194571,,Jeronimo Henao villa,,[Unknown],jeronimovilla299@gmail.com,,source
10975830,Inactive Investor,Euiyoung Park,,NYLIFE Securities LLC Tustin CA 2252 Chambers Rd,epark@ft.newyorklife.com,,Salesforce
10606327,,Burt Mills,"Head - Structured Products, Managing Director",Rockefeller Financial LLC,judmills@aol.com,212-549-5440,List Import
10752440,Inactive Investor,Connie Gambatese,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",connie.gambatese@wellsfargoadvisors.com,,Salesforce
9582571,,Blake Allen,,,blake.allen@kcoe.com,,List import
9567203,,R S,,,amethistle@hotmail.com,,List import
10612780,,Michael Conway,Financial Advisor,,michael.g.conway@ampf.com,,List Import
11074059,Inactive Investor,Maria Katsougrakis,Private Client Advisor,J.P. Morgan Securities LLC Ardsley NY 875 Saw Mill River Rd,maria.katsikoumbas@jpmorgan.com,,Salesforce
11083794,Inactive Investor,Bevan Poyyak,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Placentia CA 670 N Rose Dr,bevan.n.poyyak@jpmorgan.com,,Salesforce
11189618,Inactive Investor,Massimo Bufalini,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11008689,Inactive Investor,Seth Monroe,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,seth.monroe@primerica.com,,Salesforce
10759412,Inactive Investor,John Lawler,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,john.lawler@opco.com,,Salesforce
11056888,Inactive Investor,Brendan Black,Financial Advisor,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,,,Salesforce
9630244,,Joe Anthony,,,joeanthonymail@gmail.com,,List import
11026802,Inactive Investor,Hunter Mires,,"CUSO Financial Services, L.P. Houghton Lake MI 2671 Reserve Rd",,,Salesforce
11255327,Inactive Investor,Kristen Buchman,Advisor,Castlepoint Wealth Advisors,kristen@castlepointwealth.com,,Salesforce
9626966,,Deepanshu Jaiswal,,,deepanshu.ja@gmail.com,,List import
11150238,Inactive Investor,Alvaro Fernandez Jimenez,Vice President,Citigroup Global Markets Inc.,,,Salesforce
11020359,Inactive Investor,Dustin Dillon,,The Huntington Investment Company Columbus OH 1301 N Hamilton Rd,dustin.dillon@huntington.com,,Salesforce
10781565,Inactive Investor,Jennifer Maher,Senior Registered Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,jennifer.maher@morganstanley.com,,Salesforce
9578453,,Luka Djurovic,,,djurovicluka57@gmail.com,,List import
11037589,Inactive Investor,Devin Yates,Financial Professional,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",devin.yates@equitable.com,,Salesforce
9594279,,Fred Taylor,,,ftaylor@evercore.com,,List import
10658597,,Jovanny Dominguez,,,jovanny.dominguez@chase.com,,List Import
10877587,Inactive Investor,Ashlee Fox,,Rockefeller Financial LLC Bluffton SC Private Residence,afox@rockco.com,,Salesforce
11107225,Inactive Investor,Steven Marlow,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",steve.marlow@nm.com,,Salesforce
11160404,Inactive Investor,Candida Lafortune,,State Farm VP Management Corp. Winnemucca NV 3011 Potato Rd,candida.lafotrune.sv8f@statefarm.com,,Salesforce
11054213,Inactive Investor,Rachel Kirk,Director - Business Development,"Ameriprise Financial Services, LLC Tampa FL 7432 Monika Manor Dr",rachel.kirk@ampf.com,,Salesforce
9543070,,Steven Glaude,,,steven.glaude@yahoo.com,,List import
9544710,,Horice Pertee,,,hpertee@gmail.com,,List import
11000279,Inactive Investor,Joseph Frost,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,jfrost@primerica.com,,Salesforce
11004787,Inactive Investor,Maximillian Oxenbridge,,"Bessemer Investor Services, Inc. Miami FL 801 Brickell Ave",,,Salesforce
11007757,Inactive Investor,Lana Khabarova,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,lana@invictacapitaladvisors.com,,Salesforce
10854792,Inactive Investor,John Minco,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,john.minco@fidelity.com,,Salesforce
10830818,Inactive Investor,Carol Sewell,Chief Compliance Officer;Managing Partner;Partner;Senior Financial Advisor,"Arbor Trust Wealth Advisors, LLC",csewell@arbortrust.com,,Salesforce
10969943,Inactive Investor,Elizabeth Perez-Garcia,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",elizabeth.perezgarcia@nm.com,,Salesforce
11136297,Inactive Investor,Jason Suzuki,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11232900,Inactive Investor,Taylor O'Neill,,"TIAA-CREF Individual & Institutional Services, LLC North Liberty IA Private Residence",taylor.oneill@tiaa.org,,Salesforce
10968269,Inactive Investor,Diane Bienke,,J.P. Morgan Securities LLC La Jolla CA 7777 Girard Ave,diane.bienke@jpmorgan.com,,Salesforce
11034249,Inactive Investor,Ryan Dalbey,Financial Professional,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",ryan.dalbey@equitable.com,,Salesforce
10855886,Inactive Investor,Guy Blakey,Financial Advisor,LPL Financial LLC Altamonte Springs FL 215 N Westmonte Dr,guy.blakey@lpl.com,,Salesforce
10729123,,Jon Pritchard,,,support@ilt40120.vip,,Web Form Fillout
11060239,Inactive Investor,Anthony Garcia,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",tony.garcia@cunamutual.com,,Salesforce
11075613,Inactive Investor,Ricky Mahlum,,"Independent Financial Group, LLC Minneapolis MN 3655 Ximines Ln N",,,Salesforce
10861371,Inactive Investor,Audwin Rowe,,State Farm VP Management Corp. Broadview IL 2120 S 17th Ave,audwinrowe@statefarm.com,,Salesforce
11218794,,John Weber,,,jweber@roth.com,,Other
11076106,Inactive Investor,Joseph Gilmore,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10785870,Inactive Investor,Tommie Murphy,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",tony.murphy@wellsfargoadvisors.com,,Salesforce
10619654,,Alec Montoya,,,alec.montoya@merceradvisors.com,,List Import
10859905,Inactive Investor,Matthew Veatch,,"Lion Street Financial, LLC",mveatch@lionstreet.com,,Salesforce
9627929,,Danise Risky,,,ijaamajaredrim@sabul1.com,,List import
10774192,Inactive Investor,Jodi Rosenthal,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",jodi_rosenthal@ml.com,,Salesforce
11006854,Inactive Investor,Edward Ariail,Financial Advisor,Carson Advisory Group,,,Salesforce
11210513,Inactive Investor,Aaron Glass,,Edward Jones Brentwood TN 5214 Maryland Way,aaron.glass@edwardjones.com,,Salesforce
11232184,Inactive Investor,Katherine Crevani,,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
9589754,,alin Mihai,,,alinmihai224@gmail.com,,List import
34759,,Ryan Jones,"Partner, Vice President",Thrivent Investment Management Inc.,ryan.jones@thrivent.com,,
11088846,Inactive Investor,John Thomas,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",david.thomas@raymondjames.com,,Salesforce
10894944,Inactive Investor,Jason Simac,,Country Capital Management Company Cottage Grove WI 585 N Main St,jason.simac@countryfinancial.com,,Salesforce
10852903,Inactive Investor,George Christiani,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,george.christiani@fmr.com,,Salesforce
10867156,Inactive Investor,Naveera Ali,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10998612,Inactive Investor,Robert Fessler,,"Bankers Life Securities, Inc. Loveland CO 200 E 7th St",robert.fessler@bankerslife.com,,Salesforce
10873327,Inactive Investor,Steven Dwight,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,steve.dwight.b848@statefarm.com,,Salesforce
10875193,Inactive Investor,Kelly Lawrence,,B. Riley Wealth Management Boston MA 10 Post Office Sq,klawrence@brileywealth.com,,Salesforce
11114233,Inactive Investor,Alexander Livingston,Team Lead,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10926310,Inactive Investor,Nga Santos,,J.P. Morgan Securities LLC Newport Beach CA 1470 Jamboree Rd,kelly.santos@chase.com,,Salesforce
10852960,Inactive Investor,David Else,,LPL Financial LLC Folsom CA 2600 E Bidwell St,david.else@lpl.com,,Salesforce
10831446,Inactive Investor,Darren Kington,Financial Advisor,LPL Financial LLC Cypress CA 9222 Walker St,darren.kington@lpl.com,,Salesforce
9595521,,Eamonn Ouma,,,eamonnoumasalford@gmail.com,,List import
334171,,Lisa Davidson,Chief Operating Officer,"Parkway Advisors, L.p.",lisa.davidson@parkwayadvisors.com,325-795-2111,Manual List Upload
9569817,,Eric Schwieterman,,,eschwieterman@commonwealth.com,,List import
10896743,Inactive Investor,Brian Kellett,Chief Compliance Officer;President,"Kellett Wealth Advisors, LLC",brian@kellettschaffner.com,,Salesforce
11012933,Inactive Investor,Jocelyn Cases,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,jocelynmendozacases@primerica.com,,Salesforce
11261202,Inactive Investor,Kent Lane,Associate Wealth Advisor,Liberty Asset Management,klane@lwmgmt.com,,Salesforce
11061172,Inactive Investor,Christina Fike,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",christina.fike@ml.com,,Salesforce
11137076,Inactive Investor,Philip Gironda,Financial Advisor,Edward Jones Huntington Beach CA 2134 Main St,phil.gironda@edwardjones.com,,Salesforce
10918330,Inactive Investor,John Timmermans,Chief Compliance Officer;Managing Partner,"Luminist Capital, LLC",jtimmermans@luministcapital.com,,Salesforce
11016446,Inactive Investor,Lauren Casagrande,Financial Advisor,"Osaic Wealth, Inc. Garden City NY 390 Old Country Rd",,,Salesforce
9588974,,Karen Gregory,,,karengregoryaus0804@hotmail.com,,List import
9541247,,Audrey Kuwabara,,,akuwabara@arquemax.com,,List import
9568033,,Kayla Nieman,,,kayla@swsllc.com,,List import
11160999,Inactive Investor,Timothy Carpenter,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,timothy.carpenter@jpmorgan.com,,Salesforce
1610119,,Rashaad Morris,,[Unknown],rashaadmorris1@gmail.com,,
10886124,Inactive Investor,Ellery Segebart,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11022699,Inactive Investor,Brian Berry,Account Vice President;Financial Advisor,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,brian.berry@ubs.com,,Salesforce
11171678,Inactive Investor,Rodney Kjersten,,"Principal Securities, Inc. Donahue IA Private Residence",kjersten.rodney@principal.com,,Salesforce
10875189,Inactive Investor,John Bowers,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10618405,,Derek Braggs,,,derek.braggs@ml.com,,List Import
10821312,Inactive Investor,Robert Kenon,,"Next Financial Group, Inc. Tallahassee FL 630 W Brevard St",,,Salesforce
10783310,Inactive Investor,Deborah Dykstra,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,deborah.dykstra@jpmorgan.com,,Salesforce
10918737,Inactive Investor,Thomas Forsythe,,"Farmers Financial Solutions, LLC Torrance CA 1308 Sartori Ave",tforsythe@farmersagent.com,,Salesforce
10911196,Inactive Investor,Joseph Winter,,"Ameritas Investment Company, LLC Stuart FL 759 SW Federal Hwy",jwinter@ameritas.com,,Salesforce
11150320,Inactive Investor,Daniel Kerrigan,Financial Advisor,LPL Financial LLC Valdosta GA 3543 N Crossing Cir,daniel.kerrigan@lpl.com,,Salesforce
10926456,Inactive Investor,Paola Patino,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10836786,Inactive Investor,Jennifer Mann,,Merit Financial Advisors,,,Salesforce
10847979,Inactive Investor,Nicholas Dolle,Associate Vice President;Financial Advisor;Wealth Management Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,nicholas.dolle@morganstanley.com,,Salesforce
11032034,Inactive Investor,Margaret Cubic Mcmicken,Branch Office Administrator,Edward Jones Binghamton NY 33 Lewis Rd,maggie.cubicmcmicken@edwardjones.com,,Salesforce
10913320,Inactive Investor,Chadd Kodak,Managing Member,"JWKodak Capital Management, LLC Naples FL 5687 Naples Blvd",,,Salesforce
10486905,,Peter Tanguy,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",peter.tanguy@ml.com,,List Import
10918014,Inactive Investor,Jonathan Soderberg,,"Northwestern Mutual Investment Services, LLC Moscow ID 408 S Jefferson St",jonathan.soderberg@nm.com,,Salesforce
10988010,Inactive Investor,Austin Gormley,,"Coldstream Securities, Inc.",austin.gormley@coldstream.com,,Salesforce
11171201,Inactive Investor,Claudia Morin Vazquez,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10855475,Inactive Investor,Paulince Eustache,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,peustache@primerica.com,,Salesforce
150710,,Luca Pizzolato,,[Unknown],pizzolato.luca7@gmail.com,,Organic Search
10841166,Inactive Investor,Joseph Schiro,Advisor,LPL Financial LLC Tampa FL 400 N Ashley Dr,joe.schiro@lpl.com,,Salesforce
11151003,Inactive Investor,Yi Liu,,Vanguard Marketing Corporation,yi_liu@vanguard.com,,Salesforce
11006846,Inactive Investor,Nakia Holloway-Hailey,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,nholloway.lcjm5@primerica.com,,Salesforce
9575997,,Erin McFadden,,,emcfadden@meederinvestment.com,,List import
1004612,Inactive Investor,Courtney Orsborn,,Courtney Lee Orsborn,corsborn@donnco.net,,
84804,,James Treleven,Operations Manager,Fisher Investments,j.treleven@fi.com,,
11024375,Inactive Investor,Derek Bird,,State Farm VP Management Corp. Plattsmouth NE 2380 8th Ave,derek.bird.pwhy@statefarm.com,,Salesforce
10836369,Inactive Investor,Jeremy Jensen,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Island NE 612 N Diers Ave",jeremy.jensen@wellsfargoadvisors.com,,Salesforce
10908362,Inactive Investor,Anthony West,,"American Fidelity Securities, Inc.",aj.west@americanfidelity.com,,Salesforce
11149785,Inactive Investor,Katherine Lin,,Citigroup Global Markets Inc.,,,Salesforce
333301,,Matthew Gavel,,Domani Wealth,matthew.gavel@domaniwealth.com,,Manual List Upload
9620180,,Ronnie Caffey,,,rlcaff@aol.com,,List import
9641037,,Jdkc Jxjxo,,,sjxie@hh.com,,List import
11047556,Inactive Investor,James Elvestrom,,Thrivent Investment Management Inc. Hopkins MN 10900 Wayzata Blvd,jelvestrom@pksinvest.com,,Salesforce
11095906,Inactive Investor,Timothy Jennings,Financial Advisor;Financial Planning Specialist,Morgan Stanley Ithaca NY 130 E Seneca St,timothy.jennings@morganstanley.com,,Salesforce
10613136,,Robert Sullivan,"Senior Financial Advisor, Wealth Management Advisor",,robert.g.sullivan@ml.com,,List Import
10870082,Inactive Investor,Ian Tomkins,Vice President,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,ian.tomkins@jpmorgan.com,,Salesforce
11144079,Inactive Investor,Jonathan Dinar,,LPL Financial LLC Littleton CO 9285 S Broadway,,,Salesforce
11194155,Inactive Investor,Bradley Peterson,Consulting Analyst,Morgan Stanley Barrington IL 760 W Main St,brad.peterson@msgraystone.com,,Salesforce
10944363,Inactive Investor,Judd Beam,,LPL Financial LLC Columbus OH 291 E Livingston Ave,judd.beam@lpl.com,,Salesforce
11059819,Inactive Investor,William Cannon,,"Ameritas Investment Company, LLC Carmel IN 300 E Main St",william.cannon@ameritas.com,,Salesforce
9541871,,Jardine Monteur,,,jmonteur95814@icloud.com,,List import
11190365,Inactive Investor,Margaret Schultz,Associate,Thrivent Investment Management Inc. Topeka KS 1609 SW 37th St,peg.schultz@thrivent.com,,Salesforce
11105481,Inactive Investor,Phillip Stanley,Chief Compliance Officer;Managing Member;Principal,PM Squared Financial,phil@pmsquaredfinancial.com,,Salesforce
11096720,Inactive Investor,Ronald Gunawan,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,ronald.gunawan@fmr.com,,Salesforce
11051683,Inactive Investor,Gregory Steele,Owner,G.C. Steele & Company,greg@gcsteele.com,,Salesforce
11135184,Inactive Investor,Craig Benjamin,Financial Advisor,LPL Financial LLC El Segundo CA 2041 Rosecrans Ave,craig.benjamin@lpl.com,,Salesforce
10827776,Inactive Investor,Trevor Jenson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",trevor.jenson@tfaconnect.com,,Salesforce
10942922,Inactive Investor,Wendell Lewis,,PFS Investments Inc. Lawrence KS 901 Kentucky St,wlewis.pv004@primerica.com,,Salesforce
11025396,Inactive Investor,Cory Kruse,,State Farm VP Management Corp. Kearney NE 3320 2nd Ave,cory.kruse.jhrn@statefarm.com,,Salesforce
11138049,Inactive Investor,Neil Sawicki,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",neil.sawicki@ml.com,,Salesforce
10900775,Inactive Investor,Gavin Lusby,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11011002,Inactive Investor,Cecilia Win,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11017508,Inactive Investor,Atraeyu Ishmon,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",atraeyu.ishmon@nm.com,,Salesforce
10782782,Inactive Investor,Vincent Capsello,Financial Advisor,"Ameriprise Financial Services, LLC Syracuse NY 5786 Widewaters Pkwy",vincent.j.capsello@ampf.com,,Salesforce
10925939,Inactive Investor,Christian Gardner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
248368,,Emmy Porter,"Senior Manager, Corporate Strategy",Experian,emmyporter@gmail.com,,Manual List Upload
10656277,,Alexandria Lach,,,alexandria.lach@morganstanley.com,,List Import
11074022,Inactive Investor,Justin Lilli,,"Grove Point Investments, LLC Montvale NJ 210 Summit Ave",,,Salesforce
2446999,,Ken Kleiner,,,kkleiner2009@gmail.com,,
9585546,,Teal Rapp,,,tealrapp@gmail.com,,List import
11096084,Inactive Investor,Ashley Lovell,Investment Advisor Representative,RCA Wealth Strategies LLC,alovell@rcawealthstrategies.com,,Salesforce
11139144,Inactive Investor,Mohamed Zeitoun,Associate,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
42968,,Ronald Kiewiet,Financial Professional,"Voya Financial Advisors, Inc.",ron.kiewiet@voya.com,,
11201933,Inactive Investor,Caleb Padgett,Wealth Advisor,Copper Financial,,,Salesforce
10784174,Inactive Investor,Scott Schayot,,"Raymond James Financial Services, Inc. Metairie LA 3838 N Causeway Blvd",scott.schayot@raymondjames.com,,Salesforce
11038146,Inactive Investor,Gerardo Larreal Rios,,J.P. Morgan Securities LLC Orlando FL 1812 Sand Lake Rd,gerardo.larreal-rios@jpmorgan.com,,Salesforce
9597485,,Robert Thompson,,,rthompson@gmail.com,,List import
10891762,Inactive Investor,Thomas Platt,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",cully.platt@bofa.com,,Salesforce
11106289,Inactive Investor,Brian Palmeter,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",brian.palmeter@bofa.com,,Salesforce
10800002,Inactive Investor,Joseph La Bree,Financial Advisor,"Ameriprise Financial Services, LLC Bradenton FL 410 43rd St W",joseph.m.labree@ampf.com,,Salesforce
10975014,Inactive Investor,Roger Madon,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Coral Gables FL Private Residence",roger.madon@tfaconnect.com,,Salesforce
9607333,,Andrew Zimmerman,,,ayzimmerman@gmail.com,,List import
10946180,Inactive Investor,Hongmei Deng,Financial Advisor,"Equitable Advisors, LLC Fairfax VA 12609 Misty Creek Ln",hongmei.deng@equitable.com,,Salesforce
10789018,Inactive Investor,Joseph Morrison,,Vanguard Marketing Corporation,joseph_morrison@vanguard.com,,Salesforce
9590087,,Ahmad Hassan,,,ahmadchurra681@gmail.com,,List import
10581575,,Alex Gillette,,,alex@thisweekinfintech.com,,Web Form Fillout
9636585,,Jodi Hedberg,,,jhedberg@manning-napier.com,,List import
11030302,Inactive Investor,Jason Duncan,,"Securities Management & Research, Inc. Englewood CO 5105 DTC Pkwy",,,Salesforce
11186307,Inactive Investor,Tara Meyer,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,,,Salesforce
10762454,Inactive Investor,Carl Blackwood,Financial Advisor,"Raymond James & Associates, Inc. Greenville NC 2635 Charles Blvd",carl.blackwood@raymondjames.com,,Salesforce
10818201,Inactive Investor,James Lobato,Senior Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.lobato@schwab.com,,Salesforce
10855579,Inactive Investor,Kathleen Aksten,Investment Advisor Representative,LPL Financial LLC Brighton MI 110 E Main St,kathleen.aksten@lpl.com,,Salesforce
11145430,Inactive Investor,Bennett Shull,,"MML Investors Services, LLC Oxford MS 2718 W Oxford Loop",,,Salesforce
10889953,Inactive Investor,Michael Vining,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,michael.vining@ceterainvestors.com,,Salesforce
10868076,Inactive Investor,Stacy Chamberlain,Financial Advisor,Edward Jones Salt Lake City UT 2889 E 3300 S,stacy.chamberlain@edwardjones.com,,Salesforce
10922866,Inactive Investor,Jian Yang,Financial Advisor,Edward Jones Wayzata MN 15600 Wayzata Blvd,jian.yang@edwardjones.com,,Salesforce
11114610,Inactive Investor,John French,,"U.S. Bancorp Investments, Inc. Oceanside CA 2733 Vista Way",john.french@usbank.com,,Salesforce
9596301,,Seth Leishman,,,seth.leishman@lpl.com,,List import
352151,,Jack Ii,Vice President,Laurel Financial Group Inc,jack@laurelfinancialgroup.com,412-831-7800,Manual List Upload
11203717,Inactive Investor,Trevor Wurtzebach,Vice President,J.P. Morgan Securities LLC Evanston IL 1900 Central St,trevor.wurtzebach@jpmorgan.com,,Salesforce
10890329,Inactive Investor,Thomas Rumph,,Cetera Investment Services LLC Albany GA 2616 Dawson Rd,,,Salesforce
11132175,Inactive Investor,Zeba Qazi,,J.P. Morgan Securities LLC Irving TX 8585 N Macarthur Blvd,zeba.qazi@jpmorgan.com,,Salesforce
11070137,Inactive Investor,Esse Breon,,J.P. Morgan Securities LLC Washington DC 1667 K St NW,esse.breon@jpmorgan.com,,Salesforce
10891656,Inactive Investor,Kimberly Torio,,Fidelity Brokerage Services LLC,,,Salesforce
11176746,Inactive Investor,Gregory Greco,,Chelsea Financial Services,ggreco@chfs.com,,Salesforce
11197046,Inactive Investor,Samuel Rivas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11124299,Inactive Investor,John Dziubela,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,jdziubela@brileywealth.com,,Salesforce
11199366,Inactive Investor,Humberto Moreno,Investment Advisor Representative,"Strategic Financial Concepts, LLC Round Rock TX 2201 Double Creek Dr",hmoreno@tnfa.net,,Salesforce
10882429,Inactive Investor,Richard Bean,,Fiscal Wisdom Wealth Management LLC Manchester NH 1087 Elm St,,,Salesforce
11150058,Inactive Investor,Jonathan Louis,Financial Advisor,Edward Jones Madison IN 116 Miles Ridge Rd,jon.louis@edwardjones.com,,Salesforce
11093503,Inactive Investor,Heather Dretzka,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Green Bay WI 2631 Packerland Dr",heather.m.dretzka@ampf.com,,Salesforce
11146338,Inactive Investor,Jessi Chadd,Chief Wealth Officer;Director - Wealth Management;Principal,Aspyre Wealth Partners,jchadd@aspyrewealth.com,,Salesforce
374538,,Robert Dunlap,,LPL Financial,bob.dunlap@lpl.com,,Event
10984567,Inactive Investor,Jennifer Davitt,,State Farm VP Management Corp.,jenniferdavitt@statefarm.com,,Salesforce
9580227,,Raphael Strauch,,,rapha.strauch@gmail.com,,List import
10975342,Inactive Investor,Thomas Godfrey,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,thomasgodfrey@statefarm.com,,Salesforce
11113141,Inactive Investor,Michael Frasier,,Flagstar Advisors,mfrasier@signatureny.com,,Salesforce
9606651,,Harikesh Harikesh,,,harikesh5@yahoo.com,,List import
11052859,Inactive Investor,Mark Remigio,First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Melville NY 58 S Service Rd,mark.remigio@ubs.com,,Salesforce
9602403,,Travis Henderson,,,tsh@hamiltoncapital.com,,List import
10952562,Inactive Investor,Ruwandi Siriwardane,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ruwandi.siriwardane@jpmorgan.com,,Salesforce
11184937,Inactive Investor,Paul Vallerand,,Key Investment Services LLC Burlington VT 149 Bank St,paul.vallerand@key.com,,Salesforce
10778087,Inactive Investor,Malcolm Douglas,Financial Advisor,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,mdouglas@gwnsecurities.com,,Salesforce
233719,, -,,[[Unknown]],lasthaus@bk.ru,,
10657975,,Joseph Ricciardi,,,joe.ricciardi@lpl.com,,List Import
11114168,Inactive Investor,Mary McAlpine,,"Calton & Associates, Inc.",mary.mcalpine@calton.com,,Salesforce
346621,,Stan Syra,Senior Manager,"Rivercities Asset Management, Llc",ssyra@rineyhancock.com,270-926-4540,Manual List Upload
10858594,Inactive Investor,Charles Howard,Financial Advisor,Park Avenue Securities LLC Louisville KY 9300 Shelbyville Rd,,,Salesforce
10764788,Inactive Investor,Chad Gerber,,"Truist Investment Services, Inc. Bethesda MD 7220 Wisconsin Ave",chad.gerber@truist.com,,Salesforce
10656708,,Christopher Broderick,,,cbroderick@farmersagent.com,,List Import
11218628,,Helmut Boisch,,,helmut.boisch@dunham.com,,Other
11231561,Inactive Investor,Nicklaus Palmesano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
9637034,,Joseph Marra,,,joseph.marra@bluelep.com,,List import
10829216,Inactive Investor,Quinn Mcinerney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",quinn.mcinerney@ml.com,,Salesforce
11132497,Inactive Investor,James Houlihan,Partner,Houlihan Asset Management LLC,jhoulihan@houlihan.biz,,Salesforce
11235407,Inactive Investor,Bradley Tremitiere,Chief Investment Officer;Financial Advisor;Partner,Ranch Capital Advisors Inc.,brad@ranchcap.com,,Salesforce
10758314,Inactive Investor,James Kruzan,Chief Compliance Officer;Founder;President;Senior Wealth Advisor,"Kaydan Wealth Management, Inc.",jim.kruzan@kaydanwealth.com,,Salesforce
10951352,Inactive Investor,Lisha Geng,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",lisa.geng@ml.com,,Salesforce
10887828,Inactive Investor,Todd Douglas,Chief Compliance Officer,Texas High Frequency Amarillo TX 5744 Canyon Dr,,,Salesforce
11137825,Inactive Investor,Lauren Lee,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10966205,Inactive Investor,Nathaniel Spratley,,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",,,Salesforce
10806749,Inactive Investor,Tiffany Beebe,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",tiffany.beebe@wellsfargo.com,,Salesforce
372750,,David e Dingle,,David Dingle,ddingle@timberhouse.net,,Event
11123860,Inactive Investor,Gary Ulrich,,LPL Financial LLC Wilmington DE 5818 Kennett Pike,gary.ulrich@lpl.com,,Salesforce
11015108,Inactive Investor,Angelica Aquilino,Investment Analyst,Heritage House Asset Management,,,Salesforce
10796859,Inactive Investor,Miguel Navarrete,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",,,Salesforce
10918642,Inactive Investor,Jason Tabor,,"Osaic Wealth, Inc. Cooperstown NY 55 Grove St",,,Salesforce
10484996,,Guy Cumbie,"Chief Executive Officer, Financial Planner, President","Cumbie Advisory Services, Inc",guy@cumbieadvisory.com,,List Import
10770507,Inactive Investor,Patrick Amato,Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,patrick.amato@jpmorgan.com,,Salesforce
10943681,Inactive Investor,Millard Tydings,,San Blas Securities LLC New York NY 1270 Avenue of the Americas,millard.tydings@sanblassecurities.com,,Salesforce
11097226,Inactive Investor,Patrick Ciummo,Director;Regional Investment Strategist,"Charles Schwab & Co., Inc. Glendale RI Private Residence",patrick.ciummo@schwab.com,,Salesforce
10985291,Inactive Investor,Glen Gangewer,Advisor;Associate Financial Advisor;Regulatory Contact,"Compass Ion Advisors, LLC",ggangewer@ionadv.com,,Salesforce
351134,,Carol Alf,CFO,"Orchard Holdings Group, Llc",calf@orchardholdings.com,513-754-3500,Manual List Upload
11194311,Inactive Investor,Tracy Abiaka,,"Osaic Wealth, Inc.",,,Salesforce
10995605,Inactive Investor,Lacharro Hawkins,Investment Advisor,Fisher Investments,,,Salesforce
11096117,Inactive Investor,Robert Whitman,,"Independent Financial Group, LLC Metairie LA Private Residence",,,Salesforce
10825812,Inactive Investor,Philip Caporusso,,"American Portfolios Financial Services, Inc. Hauppauge NY 100 Motor Pkwy",pcaporusso@americanportfolios.com,,Salesforce
10783593,Inactive Investor,Robbie Mihalko,,"Stifel, Nicolaus & Company, Incorporated Nashville TN 3102 West End Ave",,,Salesforce
10787156,Inactive Investor,Nicholas Taylor,Investment Advisor Representative,"Equity Services, Inc. Glens Falls NY 553 Glen St",taylor_nick@nlvmail.com,,Salesforce
10840933,Inactive Investor,George Melbrod,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,george.melbrod@lpl.com,,Salesforce
2623415,,Pierre Moran,,,pierremoran7@gmail.com,,
10921380,Inactive Investor,Jeremiah Thisse,Chief Executive Officer;Member,"Ashford Advisors, LLC",jthisse@ashfordadvisors.com,,Salesforce
10876550,Inactive Investor,Nico Sethi,Financial Consultant;Senior Vice President,Santander Securities LLC Warminster PA 952 W Street Rd,nico.sethi@santanderinvestments.com,,Salesforce
10887848,Inactive Investor,Dawneen Oehlerich,Owner;Principal,KilterHowling LLC Whitefish MT 214 2nd St W,,,Salesforce
9580160,,Alan Freeman,,,afreeman@azimuthcap.com,,List import
7410154,,Megan Fields,,,megan@adminvas.com,,Web Form Fillout
11119148,Inactive Investor,Lana Robinson,,Mutual of America Securities LLC Glastonbury CT 95 Glastonbury Blvd,lana.robinson@mutualofamerica.com,,Salesforce
11021112,Inactive Investor,Catherine Brown,,J.P. Morgan Securities LLC Dayton OH 3414 Seajay Dr,,,Salesforce
11085486,Inactive Investor,Whitney Louie,,"Voya Financial Advisors, Inc.",whitney.louie@voya.com,,Salesforce
11118118,Inactive Investor,Riley Indermuehle,Financial Advisor,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",riley.indermuehle@prudential.com,,Salesforce
11123295,Inactive Investor,Daniel Goldshtein,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.goldshtein@jpmorgan.com,,Salesforce
112242,,Andrew Golden,,Student,andrewgolden.golf@icloud.com,(570) 362-2087,
229984,, -,,[[Unknown]],j.rogiest@gmail.com,,Initial Salesforce Import
9562493,,Mark Platshon,,,mark@birchmerevc.com,,List import
10920204,Inactive Investor,Michael Bradfield,,"J.W. Cole Financial, Inc. Tomball TX 994 Village Square Dr",,,Salesforce
9583158,,Kerry Caves,,,kerry.caves@weaver.com,,List import
11210198,Inactive Investor,Megan Perrault,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",megan.perrault@nm.com,,Salesforce
9582893,,Steven Mullooly,,,smullooly@schafer-cullen.com,,List import
177365,,Kieran Bristow,Head of Investment Strategy,[Unknown],kieran.bristow@ntma.ie, +353 123 850 58,Database Upload
10886860,Inactive Investor,Jeffrey Hunt,,"Allstate Financial Services, LLC Robertsdale AL 18345 Pennsylvania St",jeffreyhunt@allstate.com,,Salesforce
11210992,Inactive Investor,Lynnette Mahlke,Wealth Advisor,Thrivent Investment Management Inc. Saint Paul MN 1077 Helmo Ave N,lynnette.mahlke@thrivent.com,,Salesforce
223325,,David Jonas,.,Clear Path Capital LLC,djonas@backyardaustin.com,,
11152529,Inactive Investor,David Watercutter,,"Osaic Wealth, Inc. Fort Wayne IN 9602 Coldwater Rd",,,Salesforce
11051672,Inactive Investor,Eric Key,Account Manager;Principal;Treasurer,"Whitcomb & Hess, Inc.",ekey@whitcomb.com,,Salesforce
342585,,Todd Rainville,"Partner, Business Development","Jmc Management, Llc",trainville@jmccp.com,617-338-1144,Manual List Upload
9610874,,Enmanuel Rodriguez,,,earodriguezdavila@gmail.com,,List import
139736,,Damien Ruybal,,Personal Capital Advisors Corporation,druybal@personalcapital.com,,
697,,,,,BradHarrell67194@rambler.ru,,
11143285,Inactive Investor,Helen Colon,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 1070 Polaris Pkwy",helen.colon@ampf.com,,Salesforce
10885838,Inactive Investor,Gerald Dooley,Financial Consultant,"Charles Schwab & Co., Inc. Ann Arbor MI 760 W Eisenhower Pkwy",,,Salesforce
11157318,Inactive Investor,Stephen Drachnik,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated O Fallon MO 2342 Technology Dr",,,Salesforce
10874093,Inactive Investor,Reginald Johnson,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
11005005,Inactive Investor,Giancarlo Cappiello,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10884103,Inactive Investor,Greg Diamond,Financial Consultant,"Osaic Wealth, Inc. Wilton CT 195 Danbury Rd",,,Salesforce
9605774,,Sean Lucas,,,sean.lucas@pnc.com,,List import
11182936,Inactive Investor,Michael Odowd,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9573365,,Andy Waldman,,,awaldman@basswoodpartners.com,,List import
10848303,Inactive Investor,Darla Dietz,,"Avantax Investment Services, Inc. Porter TX Private Residence",,,Salesforce
11006203,Inactive Investor,Cody Guess,,Edward Jones Saint Joseph MO 2610 N Belt Hwy,cody.guess@edwardjones.com,,Salesforce
11158027,Inactive Investor,Casey Stanley,Financial Advisor;Financial Professional,"Voya Financial Advisors, Inc. Thibodaux LA 605 E 1st St",casey.stanley@voyafa.com,,Salesforce
9546472,,Ayv Von Blair Uy,,,ayvvonblairuy@yahoo.com,,List import
10833363,Inactive Investor,Connor Schultz,Client Associate,J.P. Morgan Securities LLC Washington DC 875 15th St NW,connor.schultz@jpmorgan.com,,Salesforce
11055088,Inactive Investor,Matthew Schneier,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11086457,Inactive Investor,Scott Nibling,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,snibling@ft.newyorklife.com,,Salesforce
11201321,Inactive Investor,Robert Hoffman,Wealth Advisor,William Blair,bhoffman@williamblair.com,,Salesforce
10978645,Inactive Investor,Robert Ladino,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,rladino@idbny.com,,Salesforce
10510002,,Jeaneen Terrio,Global Head of PR and Communications,Franklin Templeton,jeaneen.terrio@franklintempleton.com,,List Import
10836239,Inactive Investor,Lee Windt,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",lwindt@financialguide.com,,Salesforce
9562608,,Brian Teague,,,bteague@ayco.com,,List import
10618870,,William McCanney,,,wmccanney@hightoweradvisors.com,,List Import
10778148,Inactive Investor,Kevin Duke,,"Cadaret, Grant & Co., Inc. Binghamton NY 331 Water St",kduke@cadaretgrant.com,,Salesforce
11039661,Inactive Investor,Miguel Serna,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",miguel.serna@ffga.com,,Salesforce
11125745,Inactive Investor,Edward Kassing,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",edward.kassing@nm.com,,Salesforce
10860752,Inactive Investor,Mitchell Oldewurtel,Managing Director,"Private Client Services, LLC Surprise AZ Private Residence",,,Salesforce
10950975,Inactive Investor,Donald Rogers,Financial Planner,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",craig.rogers@lfg.com,,Salesforce
11001013,Inactive Investor,Benjamin Burton,,Cetera Advisor Networks LLC Worcester MA 38 Austin St,,,Salesforce
10845438,Inactive Investor,Jie Woo,,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",,,Salesforce
347981,,Thomas Gandolfo,Senior Investment Analyst,"Roumell Asset Management, Llc",tgandolfo@roumellasset.com,301-656-8500,Manual List Upload
11054617,Inactive Investor,Lynn Russell,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,,,Salesforce
10896637,Inactive Investor,Marc Heagney,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 5116 Vernon Ave S",,,Salesforce
11133637,Inactive Investor,Sherri Hunt,,"Truist Investment Services, Inc. Ocala FL 4414 SW College Rd",sherri.hunt@truist.com,,Salesforce
11078794,Inactive Investor,Franklin Lara,,"Independent Financial Group, LLC San Dimas CA 451 W Bonita Ave",,,Salesforce
10847880,Inactive Investor,Sean McPherson,,"Truist Investment Services, Inc.",sean.mcpherson@wellsfargo.com,,Salesforce
11180547,Inactive Investor,Darren Menaker,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
10762043,Inactive Investor,Michelle Sin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",michelle_sin@ml.com,,Salesforce
10989443,Inactive Investor,George Kiessling,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,gkiessling@ft.newyorklife.com,,Salesforce
10999132,Inactive Investor,Jerome Strand,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10815358,Inactive Investor,Asher Flint,Financial Advisor,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,asher_flint@glic.com,,Salesforce
10983345,Inactive Investor,Natalie England,Associate Representative;Insurance Professional,Thrivent Investment Management Inc. Knoxville TN 531 Callahan Dr,natalie.england@thrivent.com,,Salesforce
169055,,noto fomo,,[Unknown],notofomo@gmail.com,,
10917356,Inactive Investor,Craig Fisch,President;Shareholder;Wealth Advisor,RPR Financial,cfisch@rprwealth.com,,Salesforce
11054036,Inactive Investor,Anne Ward,Member;Senior Wealth Manager,Laurel Wealth Planning,anne.ward@laurelwealthplanning.com,,Salesforce
9627637,,Kevin Britton,,,kevin.britton@fmr.com,,List import
11007004,Inactive Investor,Sanghoon Huh,,"Avantax Investment Services, Inc. Elkins Park PA 7848 Old York Rd",,,Salesforce
10768690,Inactive Investor,Mark Goodlow,,PFS Investments Inc. Pine Bluff AR 3067 W 28th Ave,,,Salesforce
11119635,Inactive Investor,Roseena Hardcastle,,Fidelity Brokerage Services LLC,,,Salesforce
9547210,,Salim Admon,,,sadmon@massmutual.com,,List import
9546174,,Scott Tally,,,stally@ft.newyorklife.com,,List import
48036,,John Donofrio,Financial Advisor,"MML Investors Services, LLC",jdonofrio@massmutual.com,610-798-2538,
10851230,Inactive Investor,Richard Gomez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,richard.gomez@jpmorgan.com,,Salesforce
10928371,Inactive Investor,Ellen Milne,,"MML Investors Services, LLC",emilne@massmutual.com,,Salesforce
335283,,Nicholas Simini,Financial Advisor,"Summit Financial, Llc",nsimini@nwadvisorsinc.com,973-285-3600,Manual List Upload
25874,,Chris Harkins,,Raymond James and Associates,chris.harkins@raymondjames.com,,Database Upload
11076882,Inactive Investor,Randall Beuttel,,Country Capital Management Company Bunker Hill IL 711 S Washington St,randall.beuttel@countryfinancial.com,,Salesforce
184345,,NEIL CHOPRA,BUSINESS DEVELOPMENT,FIREBLOCKS,neil@fireblocks.com,9178538099,
10759800,Inactive Investor,Thomas Meyers,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",,,Salesforce
9636311,,Dorothy Roberts,,,droberts@pinnacleholdings.net,,List import
9551903,,Marc Cohen,,,marc.cohen@lpl.com,,List import
10862717,Inactive Investor,Gregory Bernhardt,Financial Planner,"Independent Financial Group, LLC Walnut Creek CA Private Residence",gbernhardt@ifgrr.com,,Salesforce
10978454,Inactive Investor,Arturo Gonzalez,,J.P. Morgan Securities LLC Daly City CA 2800 Junipero Serra Blvd,arturo.j.gonzalez@jpmorgan.com,,Salesforce
10987217,Inactive Investor,Lakeisha Blount,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",lakeisha.blount@wellsfargo.com,,Salesforce
11185157,Inactive Investor,David Rosensteel,Financial Advisor,"LPL Financial LLC New Port Richey,  FL Private Residence",david.rosensteel@lpl.com,,Salesforce
9598617,,Kristi Mills,,,kmills@brfinc.com,,List import
11136674,Inactive Investor,Alfred Valencia,Investment Advisor Representative;Wealth Management Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,alfred_valencia@glic.com,,Salesforce
11030855,Inactive Investor,Crystal Leach,,"Raymond James Financial Services, Inc. Springfield MO 2664 E Kearney St",crystal.leach@raymondjames.com,,Salesforce
9545880,,Cary Guffey,,,cary.guffey@pnc.com,,List import
9568238,,P Shri,,,pramod1561@gmail.com,,List import
10845193,Inactive Investor,Alexander Opoulos,Managing Member,Objectivity Squared Wealth Management,alexander.opoulos@raymondjames.com,,Salesforce
4393,, -,,[[Unknown]],don@cecoh.com,,Initial Salesforce Import
11072851,Inactive Investor,Derek Prill,Private Banker,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11193498,Inactive Investor,Jorge Jimenez,Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jorge.f.jimenez@jpmorgan.com,,Salesforce
10645363,,Adam Hunia,,,ahunia@lincolninternational.com,,List Import
10900965,Inactive Investor,Viviana Bigolin,Vice President,PFG Advisors Alameda CA Private Residence,bigolinv@pfgteam.com,,Salesforce
11040878,Inactive Investor,Elizabeth Holt,,UBS Financial Services Inc. San Francisco CA 555 California St,elizabeth.holt@ubs.com,,Salesforce
10959152,Inactive Investor,Jonathan Kim,,J.P. Morgan Securities LLC Berkeley CA 2150 Shattuck Ave,jonathan.s.kim@chase.com,,Salesforce
9550844,,Joseph Patane,,,jpatane@plancorp.com,,List import
9625577,,song seungha,,,jumping_boa1@naver.com,,List import
4777960,,Osama Jamil,,,osama.jamil191@gmail.com,,Web Form Fillout
9548791,,Gerald Ranson,,,gerald111960@gmail.com,,List import
10954016,Inactive Investor,Andrew Gordon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11082926,Inactive Investor,Patrick Mullins,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",patrick.s.mullins@wellsfargo.com,,Salesforce
11230409,Inactive Investor,Matthew Hawkins,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,,,Salesforce
353074,,Jerry Kempa,sr. vice president,western international securities,jerrykempa@yahoo.com,,Event
11010987,Inactive Investor,Nancy Tran,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,nttran05@ft.newyorklife.com,,Salesforce
9594977,,H Sturgeon,,,hsturgeon@carsoninstitutional.com,,List import
11023671,Inactive Investor,Jacob Nielsen,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
11005640,Inactive Investor,Alexander Edwards,,"Wells Fargo Clearing Services, LLC Schnecksville PA 4825 Rte 309",,,Salesforce
10950134,Inactive Investor,William Wolpert,Relationship Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 1200 Silver Lake Rd NW",,,Salesforce
11050598,Inactive Investor,Robert Childs,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",michael.childs@truist.com,,Salesforce
10603776,,L Sheer,Co-Chief Executive Officer,Roosevelt Investments,lsheer@rooseveltinvestments.com,,List import
11114697,Inactive Investor,William Link,Financial Advisor,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",bill.link@wellsfargoadvisors.com,,Salesforce
9578025,,David Duroure,,,dduroure@hotmail.com,,List import
10818357,Inactive Investor,Owen Kennedy,,"BFC Planning, Inc. Oneonta NY 91 Chestnut St",,,Salesforce
10940108,Inactive Investor,Roy Olson,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,al.olson@thrivent.com,,Salesforce
10982852,Inactive Investor,Jeffery Dunaway,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",jeffery.dunaway@nm.com,,Salesforce
11191357,Inactive Investor,Monique Minor,Senior Client Service Associate,Morgan Stanley McLean VA 1650 Tysons Blvd,monique.minor@morganstanley.com,,Salesforce
226625,,David -,,[[Unknown]],dyoungrhb@comcast.net,,Initial Salesforce Import
10894600,Inactive Investor,Evan Flatto,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Winnetka IL 598 Green Bay Rd",evan.flatto@schwab.com,,Salesforce
11059417,Inactive Investor,Jake Whalen,Financial Advisor,"Whalen Capital, Inc.",jake@whalenfg.com,,Salesforce
10830858,Inactive Investor,Anthony Polimeni,Branch Director;Managing Director;Portfolio Manager,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",anthony.polimeni@rbc.com,,Salesforce
10864297,Inactive Investor,Thomas Hintz,President,Konza Capital Advisors Manhattan KS 120 N Juliette Ave,thintz@varney.com,,Salesforce
11028042,Inactive Investor,Ari Kaplan,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,ajkaplan@ft.newyorklife.com,,Salesforce
11143620,Inactive Investor,David Lemke,,"Principal Securities, Inc.",lemke.david@principal.com,,Salesforce
10636773,,Timothy Phillips,,,timph306@gmail.com,,Web Form Fillout
11173025,Inactive Investor,Hao Dong,Analyst;Associate,Rockefeller Financial LLC Los Gatos CA 750 University Ave,hdong@rockco.com,,Salesforce
11110341,Inactive Investor,Kathy Martin,,LPL Financial LLC Wooster OH 202 N Market St,,,Salesforce
11172391,Inactive Investor,Crystal Burns,Financial Advisor,Edward Jones Mansfield LA 403 Polk St,crystal.burns@edwardjones.com,,Salesforce
11037276,Inactive Investor,Jessica Labarbera,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 101 Park Ave,jessica.sinaly@morganstanley.com,,Salesforce
11057921,Inactive Investor,Lizette Pagan,,"Wells Fargo Advisors Financial Network, LLC Kingston NY 63 Hurley Ave",lizette.pagan@wfafinet.com,,Salesforce
10961523,Inactive Investor,Michael Runyon,,Edward Jones Littleton CO 6671 W Ken Caryl Ave,,,Salesforce
10890592,Inactive Investor,Andres Alvarez,Financial Advisor,LPL Financial LLC Melbourne FL 100 Rialto Pl,andres.alvarez@lpl.com,,Salesforce
1801,, -,,[[Unknown]],vicmechanic@msn.com,,Initial Salesforce Import
11096617,Inactive Investor,David Kelly,,Fidelity Brokerage Services LLC Columbia MD 10101 Twin Rivers Rd,david.kelly@fmr.com,,Salesforce
372219,,Darshawn Jefferson,,United States,darshawnjefferson@yahoo.com,,Salesforce
9626476,,arman qureshi,,,armanmalik.am34@gmail.com,,List import
11036986,Inactive Investor,Michael Mattise,Partner;Wealth Advisor,Corient Wayne PA 485 Devon Park Dr,michael.mattise@corient.com,,Salesforce
11135579,Inactive Investor,Andrew Castro,,Sprott Global Resource Investments Ltd,acastro@sprottglobal.com,,Salesforce
9603466,,Goulif Goulot,,,goulifgg@gmail.com,,List import
11162117,Inactive Investor,James Allen,Financial Advisor,LPL Financial LLC Naperville IL Private Residence,jamesm.allen@lpl.com,,Salesforce
9607418,,Michael Rogers,,,michaelbernardrogers@gmail.com,,List import
11131697,Inactive Investor,Anita Moreno,,GWN Securities Inc. Buda TX Private Residence,amoreno@gwnsecurities.com,,Salesforce
11114788,Inactive Investor,Andrea Rivera,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",andrea.rivera@ml.com,,Salesforce
9630522,,Songpol Kittikhunwatchana,,,chef.oatto@gmail.com,,List import
10868956,Inactive Investor,Peggy Mehu,,J.P. Morgan Securities LLC Nanuet NY 61 Smith St,peggy.mehu@jpmorgan.com,,Salesforce
9626174,,David Clementina,,,d_clementina@yahoo.com,,List import
10811599,Inactive Investor,Brian Derosier,,LPL Financial LLC Brainerd MN 1511 Northern Pacific Rd,brian.derosier@lpl.com,,Salesforce
11063138,Inactive Investor,Dean Putterman,Chief Compliance Officer;Owner,Crimson Management,deanp@crimsonmanagement.com,,Salesforce
10755695,Inactive Investor,Andrew Sawyer,Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,andrew.sawyer@morganstanley.com,,Salesforce
10782945,Inactive Investor,Deborah Cartwright,,Morgan Stanley Leawood KS 11161 Overbrook Rd,debbie.cartwright@morganstanley.com,,Salesforce
10852494,Inactive Investor,Jonathan Behnken,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Saint Paul MN 3485 Willow Lake Blvd,jonathan.behnken@thrivent.com,,Salesforce
10759996,Inactive Investor,Shelley Taylor-Short,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Columbia MO 501 Cherry St",shorts@stifel.com,,Salesforce
10890315,Inactive Investor,Zachary Herrera,Managing Director,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,zachary.herrera@ubs.com,,Salesforce
10940091,Inactive Investor,Jennifer Bauman,,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",,,Salesforce
10963988,Inactive Investor,Nathan Steele,Associate Advisor;Associate Financial Advisor,Brownlee Wealth Management,,,Salesforce
11164852,Inactive Investor,Aaron Warnecke,,"Parkland Securities, LLC Indianapolis IN 5905 S Emerson Ave",awarnecke@parklandrep.com,,Salesforce
10907986,Inactive Investor,Kathryn Garrone,,LPL Financial LLC Monterey CA 80 Garden Ct,kathryn.garrone@lpl.com,,Salesforce
335216,,Jessica Johnson,Managing Partner,"Punch & Associates Investment Management, Inc.",jessica.johnson@punchinvest.com,952-224-4350,Manual List Upload
9632232,,Andrew Lam,,,andrew@bex.capital,,List import
11084144,Inactive Investor,Hillary Collins,Advisor;Team Business Manager;Vice President,Rockefeller Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,hcollins@rockco.com,,Salesforce
11188613,Inactive Investor,Richard Suarez,,J.P. Morgan Securities LLC Traverse City MI 4001 US Hwy 31 S,richard.l.suarez@jpmorgan.com,,Salesforce
10821335,Inactive Investor,James Brian Sugay,Senior Vice President,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",james.sugay@rbc.com,,Salesforce
10988276,Inactive Investor,Jennifer Bootz,,"Northwestern Mutual Investment Services, LLC",jennifer.bootz@nm.com,,Salesforce
10800653,Inactive Investor,Steven Witsman,Financial Advisor,Morgan Stanley Salt Lake City UT 60 E South Temple,steven.witsman@morganstanley.com,,Salesforce
11057989,Inactive Investor,Joseph Vaskelionis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9547916,,Peter Wang,,,wyrainer@yahoo.com,,List import
11179273,Inactive Investor,William McNamara,,Evercore Group L.L.C.,,,Salesforce
10896759,Inactive Investor,Summer Hakoun,,PFS Investments Inc. Myrtle Beach SC 4600 Oleander Dr,summer.mueller@primerica.com,,Salesforce
10611846,,Amy Weiser,Financial Advisor,,amy.weiser@morganstanley.com,,List Import
11034020,Inactive Investor,Vernell Peter-Koyi,,Vanguard Marketing Corporation,vernell_peter-koyi@vanguard.com,,Salesforce
11058602,Inactive Investor,Cynthia Leghorn,Managing Director,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
10873600,Inactive Investor,James Tyson,Financial Advisor,"Ameriprise Financial Services, LLC Roswell GA 1202 Bombay Ln",james.tyson@ampf.com,,Salesforce
11100867,Inactive Investor,Sarah Devereux,Assistant Vice President;Financial Advisor,Morgan Stanley Forsyth IL 241 W Weaver Rd,sarah.a.devereux@morganstanley.com,,Salesforce
10947705,Inactive Investor,Ryan Mahoney,Associate Wealth Advisor;Secretary;Treasurer,"Cypress Asset Management, Inc.",ryan@cypram.com,,Salesforce
337584,,Christopher Genovese,Managing Director,Portfolio Advisors Llc,cgenovese@portad.com,203-662-3456,Manual List Upload
10782037,Inactive Investor,Matthew Forebaugh,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",matthew.forebaugh@schwab.com,,Salesforce
11001372,Inactive Investor,Chris Johnson,Financial Advisor,"Principal Securities, Inc. Elk Grove CA 9245 Laguna Springs Dr",johnson.chris.l@principal.com,,Salesforce
10506070,,Harold Pope,Financial advisor. CFP,Securities America,duane@puiai.com,(217) 343-2403,List import
10643901,,Stuart Brunet,,,stuart.brunet@nuveen.com,,List Import
11233596,Inactive Investor,Brenna Weems,,"Raymond James Financial Services, Inc. Lubbock TX 5703 114th St",brenna.weems@raymondjames.com,,Salesforce
11147679,Inactive Investor,Michael Wells,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",,,Salesforce
11036342,Inactive Investor,Aaron Hampton,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
10656704,,Daniel Degraaf,,,dan.degraaf@lpl.com,,List Import
10825789,Inactive Investor,James Jennings,,"Brooklight Place Securities, Inc. Ontario CA 1055 N Euclid Ave",,,Salesforce
11145303,Inactive Investor,Tracy Duckworth,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,tracy.duckworth@morganstanley.com,,Salesforce
11180797,Inactive Investor,Deanna Loesche,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9626585,,Andres Quintero Murzi,,,andres.murziq@gmail.com,,List import
11004491,Inactive Investor,Alec Firsching,Associate,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,,,Salesforce
10872788,Inactive Investor,Johnnie Haney,,"Farmers Financial Solutions, LLC Austin TX 9433 FM 2244 Rd",jhaney@farmersagent.com,,Salesforce
10604484,,Michael Goddard,Advisor,OneDigital,mgoddard@retirementdna.com,3109515467,List Import
340945,,Padraic Nolan,Senior Portfolio Manager,Irish Life Investment Managers Limited,padraic.nolan@ilim.com,003-531-7041200,Manual List Upload
10947724,Inactive Investor,Ricky Meriwether,Retirement Product Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 7105 Corporate Dr",ricky.meriwether@ml.com,,Salesforce
10940999,Inactive Investor,Corrine Edling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10899142,Inactive Investor,John Armstrong,Associate,Morgan Stanley Boston MA 28 State St,john.armstrong@morganstanley.com,,Salesforce
9608960,,adsfasdf asdfsadf,,,crudestcream@gmail.com,,List import
10846038,Inactive Investor,Justin Cuvelier,Advisor;Financial Consultant,"Ashton Thomas Securities, LLC",jcuvelier@excelsecurities.com,,Salesforce
10841749,Inactive Investor,Peter Zierhut,Financial Advisor,Integrated Wealth Concepts LLC Newport Beach CA 4100 Newport Place Dr,,,Salesforce
10853429,Inactive Investor,Fatima Calvillo-Ortiz,,J.P. Morgan Securities LLC Chicago IL 4730 W 79th St,fatima.calvillo-ortiz@jpmorgan.com,,Salesforce
11193940,Inactive Investor,Mohamed Mahmoud,,PFS Investments Inc. Staten Island NY 259 Liberty Ave,,,Salesforce
11139206,Inactive Investor,Andros Garcia,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",andros.garcia@prudential.com,,Salesforce
11109210,Inactive Investor,Rudy Souffrant,,PFS Investments Inc. Brooklyn NY 5502 Ave N,rudy.souffrant@primerica.com,,Salesforce
10889329,Inactive Investor,Sean Khaligh,,LPL Financial LLC Palos Verdes Peninsula CA 501 Deep Valley Dr,sean.khaligh@lpl.com,,Salesforce
7133117,,san ta,,,wosota6275@terkoer.com,,Web Form Fillout
10800640,Inactive Investor,Etta Hearn,Investment Advisor Representative,LPL Financial LLC Salem MO 1009 Scenic Rivers Blvd,etta.phillips@lpl.com,,Salesforce
11186317,Inactive Investor,Brooke Smith,Financial Advisor Trainee,Edward Jones Morganton NC 353 Sanford Dr,,,Salesforce
10828729,Inactive Investor,Joseph Hubert,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,joseph.hubert@ubs.com,,Salesforce
9578282,,Chad Frantzen,,,chad@authenticcounsel.com,,List import
10818028,Inactive Investor,David Demarest,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lexington KY 307 S Ashland Ave,david.demarest@ubs.com,,Salesforce
10764827,Inactive Investor,Cheri Brooks,Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,cbrooks@nb.com,,Salesforce
9558034,,Katherine Sojo-Trujillo,,,ksojo@ek-ff.com,,List import
11041150,Inactive Investor,Donna Ford,,"Northwestern Mutual Investment Services, LLC Greenwood IN 1530 American Way",donna.ford@nm.com,,Salesforce
11193040,Inactive Investor,Bryan Thaler,Assistant Investment Officer;Senior Investment Advisor,"VSM Wealth Advisory, LLC",,,Salesforce
9593038,,1 1,,,fin4traders@gmail.com,,List import
11134776,Inactive Investor,Maria Gonzalez,,"Wells Fargo Clearing Services, LLC Escondido CA 1510 W Valley Pkwy",maria.e.gonzalez2@wellsfargo.com,,Salesforce
10918785,Inactive Investor,Suzanne Ritchie,Client Service Specialist;Financial Planning Assistant,"Ameriprise Financial Services, LLC Bangor ME 21 Main St",suzanne.ritchie@ampf.com,,Salesforce
11045920,Inactive Investor,Debela Ebissa,,J.P. Morgan Securities LLC Houston TX 529 W 19th St,debela.ebissa@jpmorgan.com,,Salesforce
10774326,Inactive Investor,Lorri Sieranski,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",lorri_sieranski@ml.com,,Salesforce
10947962,Inactive Investor,Youfeng Jiang,Chief Compliance Officer;Owner,Beyond Profit and Wealth Consulting,,,Salesforce
10752955,Inactive Investor,Raymond Destasio,,J.P. Morgan Securities LLC New York NY 201 E 79th St,raymond.destasio@jpmorgan.com,,Salesforce
11233784,Inactive Investor,Tanya Burton,,PFS Investments Inc. Hurst TX 700 NE Loop 820,,,Salesforce
11068102,Inactive Investor,Jason Heath,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7212 Metro Blvd",jason.a.heath@ampf.com,,Salesforce
9572385,,William Hinman,,,hinman_will@nlvmail.com,,List import
10612018,,Vincent Sica,Financial Advisor,,vincesi99@aol.com,,List Import
338333,,William Muggia,Chief Executive Officer And Chief Investment Officer,"Westfield Capital Management Company, L.p.",wmuggia@wcmgmt.com,617-428-7100,Manual List Upload
10975981,Inactive Investor,Alexandar Nikolic,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,alexandar.nikolic@fmr.com,,Salesforce
10800107,Inactive Investor,Walter Sparks,Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",walter.sparks@raymondjames.com,,Salesforce
10819665,Inactive Investor,Mathew Honeycutt,,"Farmers Financial Solutions, LLC Tucson AZ 2702 N Country Clb",mhoneycutt@farmersagent.com,,Salesforce
10844009,Inactive Investor,Benjamin Shively,Partner,AMI Investment Management Inc,,,Salesforce
10897649,Inactive Investor,Marco Ferraro,,Citigroup Global Markets Inc.,,,Salesforce
11260967,Inactive Investor,Mayelin Alvarez,Insurance Advisor;Wealth Advisor,"Kaufman Rossin Wealth, LLC",m.alvarez@kaufmanrossinwealth.com,,Salesforce
3584927,,Shelby Turner,,,givanhardia@gmail.com,,Web Form Fillout
10894088,Inactive Investor,Cyndie Barone,,LPL Financial LLC Cathedral City CA Private Residence,cyndie.barone@lpl.com,,Salesforce
11063633,Inactive Investor,Nathan Weeber,,"Advisory Alpha, LLC Zeeland MI 250 S State St",,,Salesforce
10618024,,Jason Lackner,,,jason.lackner@huntington.com,,List Import
9592832,,Brandon Smith,,,b.t.smith87@gmail.com,,List import
10929928,Inactive Investor,Carter Lee,Chief Investment Strategist;Founder,"Lenape Investments, LLC",,,Salesforce
11130716,Inactive Investor,Kathryn Brann,Financial Advisor,LPL Financial LLC Waterville ME 129 Silver St,kathryn.brann@lpl.com,,Salesforce
10836230,Inactive Investor,Michael Germo,,Commonwealth Financial Network Hudson OH 75 Milford Dr,mgermo@commonwealth.com,,Salesforce
10848332,Inactive Investor,Patricia Gildea,,LPL Financial LLC Wilmington MA 300 Ballardvale St,patricia.gildea@lpl.com,,Salesforce
11191040,Inactive Investor,Eric Linser,Wealth Manager,"Perigon Wealth Management, LLC",elinser@perigonwealth.com,,Salesforce
10981121,Inactive Investor,Trevor Mcgee,Financial Consultant,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
9601899,,Rinat Oyzerman,,,rinato@vintage-ip.com,,List import
11067907,Inactive Investor,Matthew Haywood,Partner;Retirement Plan Advisor,Krilogy,,,Salesforce
11024588,Inactive Investor,Christopher Willingham,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
11114951,Inactive Investor,Robert Blades,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robert.blades@fidelity.com,,Salesforce
9619792,,jingjing zhang,,,jz693@cornell.edu,,List import
11046938,Inactive Investor,John Lucas,Registered Associate,Morgan Stanley Stamford CT 4 Landmark Sq,,,Salesforce
9620553,,Jonathan Klein,,,kleinjon999@gmail.com,,List import
11178496,Inactive Investor,Grant Fischer,,Edward Jones Clive IA 1370 NW 114th St,grant.fischer@edwardjones.com,,Salesforce
10822591,Inactive Investor,James Muro,Financial Advisor,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",muro_james@nlvmail.com,,Salesforce
10760771,Inactive Investor,Daniel Terry,Financial Advisor,Edward Jones Big Rapids MI 18605 Northland Dr,daniel.terry@edwardjones.com,,Salesforce
11016295,Inactive Investor,John Brittingham,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Stock Plan Advisory Group LLC,wade.brittingham@stockplanadvisory.com,,Salesforce
10811918,Inactive Investor,Shane Cason,Director;First Vice President - Investments,Davenport & Company LLC,scason@investdavenport.com,,Salesforce
212528,,Jon Grout,,[Unknown],insbyjon@msn.com,,
8480795,,Ryan Ramadan,,Charles Schwab,ryan.ramadan@schwab.com,,List Import
10769039,Inactive Investor,Holley Cary,Financial Planner;Senior Financial Planner;Vice President,"First Horizon Advisors, Inc. Memphis TN 4385 Poplar Ave",hgcary@firsthorizon.com,,Salesforce
10880319,Inactive Investor,Gary Siperstein,Founder;Managing Member;President,"Eliot Rose Wealth Management, LLC",gs@eliotrose.com,,Salesforce
10934210,Inactive Investor,Corbin Knollman,Financial Advisor;Vice President,"BOK Financial Securities, Inc. Overland Park KS 12112 Metcalf Ave",cknollman@bokf.com,,Salesforce
34536,,Stephen Hetrick,Member And Co-Chief Compliance Officer,Retirement Collaborative Llc,sghetrick@retirementc.com,717-395-9380,Manual List Upload
10976705,Inactive Investor,Selma Ruggio,,J.P. Morgan Securities LLC Syracuse NY 4425 E Genesee St,selma.merdzic@chase.com,,Salesforce
347406,,Scott Wolff,Managing Director,American Securities Llc,swolff@americansecurities.com,212-476-8000,Manual List Upload
11083030,Inactive Investor,Michael Dykes,Financial Planning Analyst,"Allegheny Investments, Ltd.",mdykes@alleghenyfinancial.com,,Salesforce
10511734,,Alexander Vernovsky,,,algreat81@gmail.com,,Web Form Fillout
11206899,Inactive Investor,Michael Lewis,,LPL Financial LLC Darien CT 320 Post Rd,michael.lewis@lpl.com,,Salesforce
11135119,Inactive Investor,Michael Moorby,,Goldman Sachs & Co.,,,Salesforce
11087835,Inactive Investor,Brady Lindemann,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",,,Salesforce
10779252,Inactive Investor,Aaron Brandes,,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,aaron.brandes@jpmorgan.com,,Salesforce
10899232,Inactive Investor,William Groff,,NYLIFE Securities LLC Lutherville Timonium MD 10915 Falls Rd,wdgroff@ft.newyorklife.com,,Salesforce
11193066,Inactive Investor,David Steiner,Chief Compliance Officer;Manager,Purple Dog Investments LLC,,,Salesforce
11117837,Inactive Investor,Stephen Boyle,,State Farm VP Management Corp. Bridgeport CT 920 Broad St,,,Salesforce
9583724,,Matt Keller,,,mattk@uasinc.org,,List Import
10821728,Inactive Investor,Trent Derrick,Financial Advisor,"Maryland Financial Group, Inc. Mount Pleasant SC 210 Wingo Way",trent@legacywm.com,,Salesforce
10802858,Inactive Investor,Mark Vosk,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",vosk_mark@nlvmail.com,,Salesforce
10770492,Inactive Investor,Tracy Ascione,,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,,,Salesforce
51726,,Jonathan Mueller,Financial Consultant,Thrivent Investment Management Inc.,jonathan.mueller@thrivent.com,763-533-1826,
11117255,Inactive Investor,Krista Human,,PFS Investments Inc. Peoria AZ 9210 W Peoria Ave,krista.human@primerica.com,,Salesforce
6166,, -,,[[Unknown]],larrydudash2005@yahoo.com,,Initial Salesforce Import
1005218,Inactive Investor,"Joseph Marvel Dealings, LLC",,Harmonic Technologies,joe@p3kgroup.com,,3rd Party Lead Gen
9548262,,Samir Ali,,,samirali553@gmail.com,,List import
9556457,,Mallory Armijo,,,marmijo@sageviewadvisory.com,,List import
11061102,Inactive Investor,Chris Held,Financial Advisor;Managing Partner,LPL Financial LLC Walnut Creek CA 1211 Newell Ave,chris.held@lpl.com,,Salesforce
11125744,Inactive Investor,Marcus Mols,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",marcus.mols@nm.com,,Salesforce
10794085,Inactive Investor,Ryan Brisiel,First Vice President,"Raymond James & Associates, Inc. Fayetteville AR 3945 N Vantage Dr",ryan.brisiel@raymondjames.com,,Salesforce
9617650,,Bobby Robertson,,,bobby6080@sbcglobal.net,,List import
10829447,Inactive Investor,Barry Saluk,First Vice President,Janney Montgomery Scott LLC Mystic CT 60 Willow St,bsaluk@janney.com,,Salesforce
10841295,Inactive Investor,Christopher Milliken,,Goldman Sachs & Co.,,,Salesforce
11176561,Inactive Investor,Tracey Richard,,Edward Jones Excelsior Springs MO 133 Crown Hill Rd,tracey.richard@edwardjones.com,,Salesforce
11012363,Inactive Investor,Spencer Jung,Financial Planner,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",spencer.jung@lfg.com,,Salesforce
10929059,Inactive Investor,Bryce Kelley,Financial Advisor,LPL Financial LLC Grand Rapids MI 4050 Lake Dr SE,bryce.kelley@lpl.com,,Salesforce
10943389,Inactive Investor,Chelsea Updegrove,Financial Advisor,Edward Jones Spokane WA 2901 N Argonne Rd,chelsea.updegrove@edwardjones.com,,Salesforce
338156,,Joan Heidorn,Managing Director,Spur Capital Partners,joan.heidorn@spurcap.com,918-331-3800,Manual List Upload
10760761,Inactive Investor,Charles Wilfong,Financial Advisor,"Wells Fargo Clearing Services, LLC High Point NC 1725 N Main St",charles.wilfong@wellsfargoadvisors.com,,Salesforce
10613186,,Olatunbosun Jose,Financial Advisor,,ola.jose@ml.com,,List Import
9563977,,Rosalind Fisher,,,rozfisher@yahoo.com,,List import
10952771,Inactive Investor,Hans Homan,,"Stifel, Nicolaus & Company, Incorporated Irvine CA 584 Wald",hhoman@finance500.com,,Salesforce
11213385,Inactive Investor,Cody Patton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9543067,,Gerald Scriver Scriver,,,gscriver47@yahoo.com,,List import
11050103,Inactive Investor,Robert Stamm,Senior Financial Planner,Strategic Income Group LLC,,,Salesforce
374723,,Griffin Kirsch,CEO,Gk Wealth Management Llc,griffin@gkwealthmanagement.com,7753546622,Manual List Upload
11102548,Inactive Investor,Patrick Trimp,,"Nations Financial Group, Inc. Idaho Falls ID 1355 Fremont Ave",,,Salesforce
11139118,Inactive Investor,Elliot Wrasse,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",elliot.wrasse@prudential.com,,Salesforce
341,,,,,tomsmith@250ok-mail.com,,
10972504,Inactive Investor,Ross Gaddy,Wealth Advisor,"Wellington Wealth Strategies, LLC",rgaddy@twealth.com,,Salesforce
11106625,Inactive Investor,Elisa Stavola,,Morgan Stanley New York NY 55 E 52nd St,elisa.stavola@morganstanley.com,,Salesforce
9541126,,Joshua Friedman,Managing Partner,River Canyon Fund Management Llc,jfriedman@canyonpartners.com,,List import
10811710,Inactive Investor,Todd Armatys,Financial Advisor,Edward Jones Great Bend KS 1904 Broadway Ave,,,Salesforce
11035158,Inactive Investor,Nicole Hamburg,,"Osaic Wealth, Inc. Richardson TX 2435 N Central Expy",,,Salesforce
11197804,Inactive Investor,Trevor Hanson,Financial Advisor,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",trevor.hanson@lpl.com,,Salesforce
10990586,Inactive Investor,William Ostrowski,Private Client Advisor,Key Investment Services LLC North Royalton OH 6424 Royalton Rd,william.ostrowski@key.com,,Salesforce
10834305,Inactive Investor,Larry Chambers,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 111 E Schaumburg Rd",larry.w.chambers@ampf.com,,Salesforce
229616,, -,,[[Unknown]],sherwin832@gmail.com,,Other
10787057,Inactive Investor,David Kettlewell,Private Client Advisor,J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,david.t.kettlewell@jpmorgan.com,,Salesforce
10990118,Inactive Investor,Rushele Baughman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",,,Salesforce
10756390,Inactive Investor,Steve Nassau,Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,steve.nassau@ubs.com,,Salesforce
10786936,Inactive Investor,Carl Gallagher,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,carl.gallagher@fidelity.com,,Salesforce
204593,,John Ti,,Petronas,johnathan.ti@gmail.com,(016) 335-2951,Organic Search
11203113,Inactive Investor,David Hubbard,Board of Directors,"Total Clarity Wealth Management, Inc Crystal Lake IL 413 E Terra Cotta Ave",dhubbard@totalclaritywealth.com,,Salesforce
10855595,Inactive Investor,Richard Kneip,Financial Advisor;Vice President,"RBC Capital Markets, LLC North Sioux City SD 200 Gold Cir",richard.kneip@rbc.com,,Salesforce
10856821,Inactive Investor,Heather Carver,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9572180,,James Flynn,,,jflynn@deerfieldpartners.com,,List import
10958400,Inactive Investor,David Russo,,LPL Financial LLC Canonsburg PA 205 E Mcmurray Rd,david.russo@lpl.com,,Salesforce
243601,,John Choudhary,Managing Principal,CAM Private Wealth Services,jchoudhary@camprivatewealth.com,17039562201,Manual List Upload
11069625,Inactive Investor,Edmond Watters,Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,,,Salesforce
11001778,Inactive Investor,Rebecca Perry,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10943875,Inactive Investor,Mary Kusske,,"Osaic Wealth, Inc. Burnsville MN 11980 Portland Ave",,,Salesforce
9558984,,Matthew Meizis,,,matt.subs@meizis.com,,List import
427,,,,,afaroux01@laposte.net,,
10813863,Inactive Investor,Ralph Linarelli,,"Osaic FA, Inc. Sewickley PA 2200 Georgetown Dr",ralph.linarelli@lfg.com,,Salesforce
10973776,Inactive Investor,Bita Hamidi,,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",bita.hamidi@tfaconnect.com,,Salesforce
10833457,Inactive Investor,Eric Scriffiano,Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",eric.scriffiano@bofa.com,,Salesforce
346073,,Tom Taranto,"Principal, Senior Financial Advisor",Hbks Wealth Advisors,ttaranto@hbkswealth.com,814-836-5776,Manual List Upload
11166249,Inactive Investor,John Kloecker,,"Raymond James Financial Services, Inc. Alpharetta GA 11720 Amberpark Dr",,,Salesforce
11189874,Inactive Investor,Sergio-Pedro Perez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated National City CA 235 E 8th St",sergio.perez3@ml.com,,Salesforce
9623414,,jane levin,,,jane.levin@verizon.net,,List import
11178753,Inactive Investor,Lawrence Baier,Financial Advisor;Managing Director - Investments;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Woodstock IL 2424 Lake Shore Dr",lawrence.baier@wfafinet.com,,Salesforce
9602983,,Temuulen Munkhuu,,,demtemka9398@gmail.com,,List import
11121473,Inactive Investor,Matthew Couture,,Commonwealth Financial Network,mcouture@commonwealth.com,,Salesforce
11001420,Inactive Investor,Derek Stegenga,Financial Advisor,"Osaic Wealth, Inc. Demotte IN 210 S Halleck St",,,Salesforce
11061910,Inactive Investor,Brent Abney,Financial Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",brent.l.abney@ampf.com,,Salesforce
9579745,,Thomas Prich,,,thomas.prich@tfaconnect.com,,List import
11220746,,Robert McGee,,,bob.mcgee@wesbanco.com,,Other
10929808,Inactive Investor,Jeffrey Robert,,Hilltop Securities Inc.,jeffrey.robert@hilltopsecurities.com,,Salesforce
10767698,Inactive Investor,Thomas Mimnaugh,Managing Director;Private Wealth Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",thomas.p.mimnaugh@wellsfargoadvisors.com,,Salesforce
10752914,Inactive Investor,Asghar Kazim,Financial Advisor,Park Avenue Securities LLC New York NY 355 Lexington Ave,asghar_kazim@glic.com,,Salesforce
221448,,Jai Sharma,,[Unknown],jai84322@gmail.com,,Direct
9601830,,Ahmet ?lhan,,,ahmetilhan@ilhanlardemir.com,,List import
10846064,Inactive Investor,Joseph Sefaradi,Executive Director;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,joseph.sefaradi@morganstanley.com,,Salesforce
11099869,Inactive Investor,Andrew Madlener,Founder;Managing Principal,Open Circle Wealth Partners,andrew@opencirclewealth.com,,Salesforce
11086863,Inactive Investor,Patrick Orender,Vice President,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,porender@primerica.com,,Salesforce
11144756,Inactive Investor,Jesse Vervelde,Account Manager;Investment Advisor Representative;Member;Vice President,"TLW Wealth Management, LLC Indian Rocks Beach FL 535 Harbor Dr N",jesse@tlw.money,,Salesforce
9579476,,Tilen ?krubej,,,tilen.skrubej@solidum.capital,,List import
10945309,Inactive Investor,Daniel Wilkes,Wealth Advisor,Edward Jones Kansas City MO 9051 NE 81st Ter,dwilkes@cacu.com,,Salesforce
10844464,Inactive Investor,Elizabeth Weaver,,"Horace Mann Investors, Inc. Franklin VA 214 Middle St",elizabeth.weaver@horacemann.com,,Salesforce
10829757,Inactive Investor,Ronald Bohrer,,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,ronald.bohrer@morganstanley.com,,Salesforce
11165774,Inactive Investor,Robert Biondi,,"Bernardi Securities, Inc.",rbiondi@bernardisecurities.com,,Salesforce
10953552,Inactive Investor,Jordan Sweeney,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
9562620,,Rene Seling,,,rseling@yahoo.com,,List import
10867499,Inactive Investor,Randal Denola,,"Farmers Financial Solutions, LLC San Mateo CA 1660 S Amphlett Blvd",rdenola@farmersagent.com,,Salesforce
11075854,Inactive Investor,Dongmei Zhang,,NYLIFE Securities LLC Saint Paul MN Private Residence,dzhang@ft.newyorklife.com,,Salesforce
10873656,Inactive Investor,Jonathan Vila,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",jonathan.vila@valic.com,,Salesforce
9625911,,Abdulrahman Alhasso,,,abodee.alhasso@gmail.com,,List import
10898398,Inactive Investor,Adam Ruderman,,"Allstate Financial Services, LLC Wyoming PA 100 Wyoming Ave",adamruderman@allstate.com,,Salesforce
11157614,Inactive Investor,Joseph Hunt,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",kurt.hunt@ml.com,,Salesforce
11210602,Inactive Investor,Austin Mueller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9563965,,Gordon Sherard,,,gbsherard@aol.com,,List import
11079805,Inactive Investor,Thinh Dong,,J.P. Morgan Securities LLC Pinellas Park FL 7360 US Hwy 19 N,thinh.dong@chase.com,,Salesforce
9616969,,Michael Mescher,,,contact@gammoncap.com,,List import
5486657,,rew ret,,,pafeyon594@diratu.com,,Web Form Fillout
343539,,Con Mcgrath,"Vice President, Hr",Thompson Street Capital Manager Llc,cmcgrath@tscp.com,314-727-2112,Manual List Upload
9642817,,Yanni Giannaros,,,yanni@sendwyre.com,,List import
5221796,,Mark Putrino,,,markputrino@benzinga.com,,
11112331,Inactive Investor,Brandon Mcbride,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11048709,Inactive Investor,Virginia Mylks,Financial Advisor,The Main Street Group,virginia.mylks@themainstreetgroup.com,,Salesforce
10612051,,Thomas Ross,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager, Senior Vice President - Wealth Management",,thomas.ross@morganstanley.com,,List Import
10839411,Inactive Investor,David Bamford,Client Relationship Associate,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11133856,Inactive Investor,James Weston,,"Sanctuary Securities, Inc. Plano TX 5465 Legacy Dr",jweston@sanctuarywealth.com,,Salesforce
10832005,Inactive Investor,Amrita McSharry,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",amrita.mcsharry@ml.com,,Salesforce
8480997,,Dan Koo,,Evercore,dan.koo@evercore.com,,List Import
9591866,,Sean Tan,,,dtanxu@hotmail.com,,List import
10840697,Inactive Investor,Michael Zickert,Financial Advisor,"Wells Fargo Clearing Services, LLC Vero Beach FL 600 21st St",michael.zickert@wellsfargo.com,,Salesforce
11001382,Inactive Investor,Kelly Goldstein,,NYLIFE Securities LLC Sarasota FL 306 N Rhodes Ave,kgriffin01@ft.newyorklife.com,,Salesforce
10882113,Inactive Investor,Joseph Battaglini,,"Kestra Investment Services, LLC Berwyn PA 1049 Lancaster Ave",,,Salesforce
10791586,Inactive Investor,Brian Coleman,,"M Holdings Securities, Inc.",brian.coleman@mfin.com,,Salesforce
10760430,Inactive Investor,Jason Ryan,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Milwaukee WI 2303 N Farwell Ave",jason.ryan1@usbank.com,,Salesforce
10963170,Inactive Investor,Eric Eggen,Private Client Banker,J.P. Morgan Securities LLC Livonia MI 32203 Plymouth Rd,eric.t.eggen@jpmorgan.com,,Salesforce
10771288,Inactive Investor,Tara Nulty,Financial Advisor;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portage MI 750 Trade Centre Way",tara.nulty@ml.com,,Salesforce
10887777,Inactive Investor,Daniel Allen,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",,,Salesforce
9552600,,Kevin King,,,kking@ayco.com,,List import
9592607,,Glenn Arnold,,,glenn.g.arnold@morganstanley.com,,List import
10795388,Inactive Investor,Lisa Redmon,,Morgan Stanley Rochester MI 1108 N Main St,lisa.redmon@morganstanley.com,,Salesforce
340930,,Karen O'Hagan,Office Manager,"Geneva Partners, Llc",ohagan@genevapartnersllc.com,262-248-1350,Manual List Upload
11128253,Inactive Investor,Nash Lockie,,Morgan Stanley Sandy UT 200 W Civic Center Dr,nash.lockie@morganstanley.com,,Salesforce
10996679,Inactive Investor,Vernon Carter,,Cetera Financial Specialists LLC Black Jack MO Private Residence,,,Salesforce
10921777,Inactive Investor,Jose Leal,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,jose.leal@primerica.com,,Salesforce
11102254,Inactive Investor,Kyle Williams,,Cetera Advisor Networks LLC Jackson TN Private Residence,,,Salesforce
11017373,Inactive Investor,Tami Wondergem,,Cetera Financial Specialists LLC Holland MI 460 S Waverly Rd,,,Salesforce
10759148,Inactive Investor,Syrinda Paige,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,syrinda.paige@morganstanley.com,,Salesforce
10861295,Inactive Investor,Susan Rapier,Associate,Edward Jones Bardstown KY 130 N 3rd St,,,Salesforce
11141903,Inactive Investor,Dawn Vittorio-Pike,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",,,Salesforce
10913780,Inactive Investor,Katheryn Gritt,,Vanguard Marketing Corporation,katheryn_wolfe@vanguard.com,,Salesforce
11012305,Inactive Investor,Meredith Thompson,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,meredith.thompson.l8lr@statefarm.com,,Salesforce
11049705,Inactive Investor,Pedro Ramirez Reyes,,"Wells Fargo Clearing Services, LLC Clayton NC 1405 Executive Dr",pedro.ramirez2@wellsfargo.com,,Salesforce
11158664,Inactive Investor,Jessica Howe,President;Regulatory Contact,Silver Oak Advisory Group,jessi@silveroak.net,,Salesforce
10928549,Inactive Investor,John Hillyer,,State Farm VP Management Corp. Oregon WI 797 Market St,john.hillyer.nf1b@statefarm.com,,Salesforce
10809224,Inactive Investor,Ryan Pratt,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ryan.pratt@ubs.com,,Salesforce
11224633,,Aaron Friedman,,,aaron.jacob.friedman@gmail.com,,Web Form Fillout
11057998,Inactive Investor,Thomas Drake,Investment Advisor Representative,"Osaic Wealth, Inc. Oakmont PA 420 Allegheny River Blvd",,,Salesforce
223309,,Paddy Hogan,Senior Managing Director,ORIX Corporation,paddy.hogan@orix.com,,
348544,,Joseph Young,"Founding Partner, Owner",Mercer Global Advisors Inc.,jyoung@merceradvisors.com,(703) 734-8000,
4647639,,Jack Starling,,,jack@verify21.io,,Web Form Fillout
10763295,Inactive Investor,Lee Popper,,"The Benchmark Company, LLC Boston MA 10 Post Office Sq",lpopper@benchmarkcompany.com,,Salesforce
222884,,Douglas Lacey,,[Unknown],dcgnlacey@yahoo.co.uk,,source
11127640,Inactive Investor,Nathan Slyh,Chief Compliance Officer;Chief Executive Officer;Member;Wealth Advisor,Acuity Wealth Management Advisors,nathan@acuitywma.com,,Salesforce
11169861,Inactive Investor,Sean Molloy,,Citigroup Global Markets Inc.,,,Salesforce
95161,,Robert Zurl,Chief Compliance Officer And Chief Financial Officer,"Shannon River Fund Management, Llc",rob@shannonpartners.com,212-331-6555,Manual List Upload
10973555,Inactive Investor,Claver Opali,,J.P. Morgan Securities LLC Brooklyn NY 883 Flatbush Ave,claver.opali@jpmorgan.com,,Salesforce
11063381,Inactive Investor,Daryl Work,,"Ameriprise Financial Services, LLC Dennis MA 800 Main St",daryl.b.work@ampf.com,,Salesforce
11037439,Inactive Investor,Matthew Abata,,Cetera Advisor Networks LLC Erie PA 1032 W 38th St,,,Salesforce
337107,,Sims Lansing,Partner,"Lansing Management, Lp",sims@lansingmanagement.com,646-558-8607,Manual List Upload
11120956,Inactive Investor,Zachary Kaufman,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",zachary.kaufman@ampf.com,,Salesforce
348073,,Thomas Kilian,"COO, Investment Banking",Medalist Partners Corporate Finance Llc,tkilian@jmpsecurities.com,678-392-3150,Manual List Upload
11159323,Inactive Investor,Gregory Weise,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,gregory.weise@fidelity.com,,Salesforce
10813553,Inactive Investor,Donald Baker,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated York PA 96 S George St",don_baker@ml.com,,Salesforce
4738803,,Rawn Pandey,,,rawnpandey2@gmail.com,,Web Form Fillout
10843580,Inactive Investor,Valiullah Najafi,,Cetera Advisors LLC Houston TX 10200 Richmond Ave,valiullah.najafi@ceteraadvisors.com,,Salesforce
11094758,Inactive Investor,David Olsen,Managing Director;Managing Member,"Accelerate Financial Group, LLC",david@acceleratefg.com,,Salesforce
10974257,Inactive Investor,John Gibbons,Chief Compliance Officer;Managing Member,J A Gibbons LLC,,,Salesforce
335199,,Thomas Tuttle,"Vice President, Secretary, director",Provident Trust Company,ttuttle@provtrust.com,262-521-2300,Manual List Upload
11094661,Inactive Investor,Rowena Ilag-Ferguson,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,rilagferguson@primerica.com,,Salesforce
10964504,Inactive Investor,Gilberto Maldonado,,"Wells Fargo Clearing Services, LLC Belvedere Tiburon CA 1550 Tiburon Blvd",gilberto.maldonado@wellsfargo.com,,Salesforce
9604107,,KATIE MANNION,,,katie@wilshirephoenix.com,,List import
9614206,,Grant Conroy,,,gconroy@genuscap.com,,List import
9587737,,Neal Roberts,,,nroberts@sagepointadvisor.com,,List import
10914293,Inactive Investor,Richard Thompson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9610458,,Emre Alabay,,,emrecanalabay@gmail.com,,List import
11052328,Inactive Investor,Matthew Miller,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
11236233,Inactive Investor,Catherine Hodson,Financial Advisor,"Abel Hall, LLC",,,Salesforce
10872894,Inactive Investor,Nichole Dorch-Cannon,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",nichole.cannon@tfaconnect.com,,Salesforce
10806770,Inactive Investor,Paul Burns,Financial Advisor,Edward Jones Graham NC 19 SE Court Sq,paul.burns@edwardjones.com,,Salesforce
9543268,,Benjamin Koehlinger,,,benjamin.koehlinger@thrivent.com,,List import
212019,,JACK MCDONALD,CEO,POLYSIGN,jack@polysign.io,4156994410,Organic Search
9544838,,Ezekiel Tejumade,,,tejumadeh2@gmail.com,,List import
9551533,,Thomas Margulis,,,tmargulis@conwayir.com,,List import
11095519,Inactive Investor,Douglas Hoard,Financial Professional,"Equitable Advisors, LLC Alma MI 525 W Warwick Dr",douglas.hoard@equitable.com,,Salesforce
11093522,Inactive Investor,Monica Clevenger,Financial Advisor;Managing Director,"Benjamin F. Edwards & Company, Inc. Decatur IL 2884 N Monroe St",monica.clevenger@benjaminfedwards.com,,Salesforce
11107984,Inactive Investor,John Rowe,Financial Advisor,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",garrett.rowe@equitable.com,,Salesforce
11237038,Inactive Investor,Max O'Rourke,Associate Advisor,"Jackson Square Capital, LLC",max@jacksonsquarecap.com,,Salesforce
9556303,,Kunal Tolani,,,tolanikunal88@gmail.com,,List import
196835,,Elisa Mailman,,Clearbrook,emailman@clrbrk.com,,
10877968,Inactive Investor,Luke Sweet,Registered Associate,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,luke.sweet@morganstanley.com,,Salesforce
11028226,Inactive Investor,Bridget Neal,,J.P. Morgan Securities LLC Lithia Springs GA 610 Thornton Rd,,,Salesforce
10965501,Inactive Investor,Raymond Alvarez,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",,,Salesforce
10903116,Inactive Investor,Nicholas Manson,,"IFP Securities, LLC Orlando FL 800 N Magnolia Ave",nicholas.manson@ifpartners.com,,Salesforce
11132651,Inactive Investor,Cortland Bradbury,Financial Advisor;Financial Consultant,"Heritage Wealth Partners, LLC",,,Salesforce
9568703,,Ronald Bruce,,,kg4rlb@gmail.com,,List import
10963566,Inactive Investor,John Curran,,Edward Jones Salem VA 23 W Calhoun St,john.curran@edwardjones.com,,Salesforce
10856859,Inactive Investor,Kim Houck,Financial Advisor,LPL Financial LLC Dillsburg PA 5 Tristan Dr,kim.houck@lpl.com,,Salesforce
54066,,Justin Miller,"Financial Planner, Financial Professional","MML Investors Services, LLC",jlmiller@financialguide.com,817-334-2300,
10846416,Inactive Investor,Michael Bosen,Owner,"Gallacher Capital Management, LLC",michael@gallachercapital.com,,Salesforce
10905941,Inactive Investor,Brice Oldham,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,brice.oldham@lpl.com,,Salesforce
10611657,,Jeffrey Stewart,Financial Advisor,,jeffrey.a.stewart@wellsfargoadvisors.com,,List Import
10619072,,John Ferguson,,,john.ferguson@morganstanley.com,,List Import
9549656,,Jamal Elhardouzi,,,jelhardouzi@gmail.com,,List import
10876213,Inactive Investor,Nicholas Arena,,LPL Financial LLC Columbus OH 615 Hilliard Rome Rd,nicholas.arena@lpl.com,,Salesforce
11201023,Inactive Investor,James Larew,Financial Advisor;Vice President,Wedbush Securities Inc.,james.larew@wedbush.com,,Salesforce
11235512,Inactive Investor,Kelley Donovan,,Richmond Investment Services LLC,,,Salesforce
11050931,Inactive Investor,John Paniagua,Principal,Prosus Wealth Management,,,Salesforce
10876048,Inactive Investor,Sarah Smith,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10995604,Inactive Investor,Xiaomin Wang,,J.P. Morgan Securities LLC Oakland Gardens NY 6103 Springfield Blvd,xiaomin.wang@jpmorgan.com,,Salesforce
10940348,Inactive Investor,Robert Chase,Financial Professional,"MML Investors Services, LLC Sacramento CA 25 Cadillac Dr",rchase@financialguide.com,,Salesforce
10558240,,Jeremy Cappetto,,,jeremycappetto@icloud.com,,Web Form Fillout
9586300,,Surya Wahyu,,,suryawahyuw19@gmail.com,,List import
11123616,Inactive Investor,Chase Deters,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chase_deters@vanguard.com,,Salesforce
11192611,Inactive Investor,Timothy Wall,Investment Advisor,Fisher Investments Plano TX 6050 International Pkwy,,,Salesforce
10614911,,Jose Delmedico,"Financial Advisor, First Vice President, International Client Advisor",,jose.delmedico@morganstanley.com,,List Import
11058762,Inactive Investor,Marco Franzella,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
9633197,,Phillip Strohm,,,pastrohm@gmail.com,,List import
11052059,Inactive Investor,Julia Cook,,LPL Financial LLC Dyersburg TN 205 W Main St,julia.cook@lpl.com,,Salesforce
9585119,,Theodore Rynn,,,theodore.rynn@fmr.com,,List import
11077522,Inactive Investor,Barry Ploessl,Financial Advisor,Edward Jones Holmen WI 814 S Main St,barry.ploessl@edwardjones.com,,Salesforce
11180522,Inactive Investor,Kindra Byerly,,"Osaic Wealth, Inc. Bloomfield Hills MI 300 E Long Lake Rd",,,Salesforce
11194980,Inactive Investor,Douglas King,,"Avantax Investment Services, Inc. Dallastown PA 130 E Main St",,,Salesforce
11148430,Inactive Investor,Bryan Konig,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,bryan.konig@safra.com,,Salesforce
11136829,Inactive Investor,German Hovakimian,,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",german.hovakimian@tiaa.org,,Salesforce
10839062,Inactive Investor,Chris Lantin,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",chris.lantin@valic.com,,Salesforce
11062774,Inactive Investor,Sandra Myers,,"MML Investors Services, LLC Tampa FL Private Residence",,,Salesforce
6278513,,San Din,,,tebiy29909@minterp.com,,Web Form Fillout
11077274,Inactive Investor,Tabitha Kenney,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Lake Forest IL 950 N Western Ave",tabitha.kenney@rbc.com,,Salesforce
11126042,Inactive Investor,Kendrea Luster,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",,,Salesforce
11020222,Inactive Investor,Edmund Iannelli,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",,,Salesforce
11172041,Inactive Investor,Joab Rodriguez,,"Allstate Financial Services, LLC Salinas CA 1820 N Main St",joabrodriguez@allstate.com,,Salesforce
11048038,Inactive Investor,Philip Friedman,,Perella Weinberg Partners LP,pfriedman@pwpartners.com,,Salesforce
10490037,,Flo simone weil Jaomazava,,,ricayatsara@gmail.com,,Web Form Fillout
10794474,Inactive Investor,Jerry O'Leary,Member,"Kilner Capital Advisors, LLC",jerry@kilnercapital.com,,Salesforce
11200153,Inactive Investor,Arron Graham,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9563629,,Ndifreke Eduo,,,eduondifreke@yahoo.com,,List import
9562404,,Andreas Hess,,,andreas.hess@pnc.com,,List import
10920422,Inactive Investor,Matthew Haughton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 9075 Woodcreek Oaks Blvd",matthew.haughton@ml.com,,Salesforce
6494189,,jammin undero,,,demovip942@ezgiant.com,,Web Form Fillout
9630027,,Murali Dev,,,mighty.dhar@gmail.com,,List import
11269958,,Nayeemuddin Nayeemuddin,,,nayeemuddin150@gmail.com,,Web Form Fillout
10825510,Inactive Investor,Deborah Alice,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Traverse City MI 202 E State St",aliced@stifel.com,,Salesforce
10846589,Inactive Investor,Priti Patel,Private Client Investment Associate,J.P. Morgan Securities LLC Linden NJ 235 N Wood Ave,priti.patel@jpmorgan.com,,Salesforce
11153314,Inactive Investor,Stephen Snow,Investment Executive,"Osaic Institutions, Inc. Raleigh NC 3201 Glenwood Ave",ssnow@infinexgroup.com,,Salesforce
11049770,Inactive Investor,Nathan Chisholm,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
11199654,Inactive Investor,Caleb Stafford,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",caleb.stafford@ml.com,,Salesforce
10889116,Inactive Investor,Christopher Bonitatibus,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",christopher.bonitatibus@tiaa.org,,Salesforce
351153,,Gene Balerna,CEO,The Bedminster Group,e.balerna@thebedminstergroup.com,843-705-5544,Manual List Upload
10775927,Inactive Investor,Kyle Johnson,Financial Advisor,Edward Jones Linwood NJ 199 New Rd,kyle.johnson@edwardjones.com,,Salesforce
10901376,Inactive Investor,Dana Rowen,Financial Advisor;Vice President,"Claro Advisors, LLC",drowen@claroadvisors.com,,Salesforce
337552,,Terri Arnold,Member,"Arnold Insurance & Financial Services, Llc",terri@arnoldfinancialservices.com,321-636-5858,Manual List Upload
10852260,Inactive Investor,Maria Rodriguez,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
374694,,RAYMOND MILLER,,SUNBELT SECURITIES INC,ray.miller@sunbeltsecurities.com,(713) 965-9510,Google Ad
9567253,,Aaron Franklin,,,franklin.nylaw@gmail.com,,List import
10773411,Inactive Investor,Thomas Morrissey,,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,thomas.morrissey@morganstanley.com,,Salesforce
11167615,Inactive Investor,Daniel Bremen,Senior Relationship Manager;Vice President,TD Private Client Wealth LLC Princeton NJ 255 Nassau St,daniel.bremen@td.com,,Salesforce
10968491,Inactive Investor,Madison Frye,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11125671,Inactive Investor,William Gifford,,"American Portfolios Financial Services, Inc. Palm Harbor FL Private Residence",wgifford@americanportfolios.com,,Salesforce
10955731,Inactive Investor,Kylie Nesbitt,,NYLIFE Securities LLC Renton WA 116 Williams Ave S,kdrynan@ft.newyorklife.com,,Salesforce
11177969,Inactive Investor,Connor Skubic,Financial Advisor,Edward Jones Coal City IL 12 E North St,connor.skubic@edwardjones.com,,Salesforce
68273,,Gary Sancilio,"Advisor, Financial Services Professional","MML Investors Services, LLC",gsancilio@massmutual.com,518-463-5533,
10805856,Inactive Investor,Edward Kawahara,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,ted.kawahara@morganstanley.com,,Salesforce
10975144,Inactive Investor,Guy McCauley,Financial Advisor,Cornerstone Financial Group,gmccauley@cfgwi.com,,Salesforce
11052813,Inactive Investor,Emily Allard,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,emily.allard@fidelity.com,,Salesforce
9589696,,Amin Rezaei,,,rezai.amin@gmail.com,,List import
9601672,,Donald Erickson,,,derickson@investmentclarity.com,,List import
223224,,Jack Callahan,partner,CohnReznick LLP,jack.callahan@cohnreznick.com,,
9609650,,Ashish Nair,,,ashishnair@icloud.com,,List import
10944199,Inactive Investor,Danielle Giordano,Financial Advisor,"Ameriprise Financial Services, LLC Watchung NJ Private Residence",danielle.giordano@ampf.com,,Salesforce
372504,,Abdullah Gülerman,,Turkey,abdullahgulerman94@gmail.com,,Salesforce
11228900,Inactive Investor,Arthur Owens,Financial Advisor,Edward Jones Florence KY 7500 Oakbrook Dr,brant.owens@edwardjones.com,,Salesforce
41432,,Byron Beaber,Financial Associate,Thrivent Investment Management Inc.,ron.beaber@thrivent.com,941-488-0625,
11067312,Inactive Investor,Jie Zhang,,"Transamerica Financial Advisors, Inc Plano TX 5700 Tennyson Pkwy",jie.zhang@transamerica.com,,Salesforce
10890937,Inactive Investor,Melanie Harada,Financial Advisor,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",mharada@financialguide.com,,Salesforce
10764515,Inactive Investor,Shari Shaw,,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",shari.shaw@rbc.com,,Salesforce
10758287,Inactive Investor,Jacob Flikshteyn,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho NY 100 Jericho Quadrangle",jacob.flikshteyn@ml.com,,Salesforce
11073870,Inactive Investor,Alexander Coggin,,William Blair,acoggin@williamblair.com,,Salesforce
11039783,Inactive Investor,Daniel Duran,Financial Advisor,"CUSO Financial Services, L.P. San Francisco CA 3201 California St",,,Salesforce
10975907,Inactive Investor,Yuki Xiaojun Zeng,Private Client Advisor,J.P. Morgan Securities LLC San Marino CA 2270 Huntington Dr,yuki.zeng@jpmorgan.com,,Salesforce
10878038,Inactive Investor,Timothy Holubik,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
9593983,,Jeff Sutton,,,jeff@cwafgi.com,,List import
11209361,Inactive Investor,Seamus Rowan,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10757859,Inactive Investor,Leopold Lemelson,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",leo.lemelson@ml.com,,Salesforce
248397,,Gabrielle Cifelli,Associate,Wells Fargo,gabrielle.cifelli@wellsfargo.com,,Manual List Upload
10882716,Inactive Investor,Cinthya Lock,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10656611,,Thomas Riesenberg,,,triesenberg@williamblair.com,,List Import
10918169,Inactive Investor,Matthew Guyette,Financial Advisor,PlanMember Securities Corporation Salem OR 4985 Battle Creek Rd SE,,,Salesforce
11212162,Inactive Investor,Sarah Puckett,,LPL Financial LLC Leander TX Private Residence,sarah.puckett@lpl.com,,Salesforce
11121779,Inactive Investor,Tanya Jones,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11039325,Inactive Investor,Stephen Panitch,Senior Registered Associate,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,stephen.panitch@morganstanley.com,,Salesforce
10975126,Inactive Investor,Yaniris Galvan,,J.P. Morgan Securities LLC Tampa FL 1322 S Dale Mabry Hwy,yaniris.galvan@jpmorgan.com,,Salesforce
11007202,Inactive Investor,Brendan Daly,Financial Advisor,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",brendandaly@financialguide.com,,Salesforce
11099273,Inactive Investor,Howard Siegal,Investment Advisor Representative,"Equity Services, Inc. Elkins Park PA 300 Yorktown Plz",siegal_howard@nlvmail.com,,Salesforce
10840670,Inactive Investor,Melissa Cox,,Institutional Securities Corporation Dallas TX 12700 Hillcrest Rd,mcox@iscgroup.com,,Salesforce
10880556,Inactive Investor,Wayne Bellinger,Executive Financial Advisor,"Osaic Institutions, Inc. Lone Tree CO 9220 Park Meadows Dr",,,Salesforce
10951986,Inactive Investor,Andrae Miller,,B. Riley Wealth Management Red Bank NJ 210 Broad St,amiller@brileywealth.com,,Salesforce
9582158,,Jerry Felts,,,jerry.felts@securitiesamerica.com,,List import
10759304,Inactive Investor,Wesley Martinez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Metairie LA 3417 Veterans Memorial Blvd",wes.martinez@schwab.com,,Salesforce
11136148,Inactive Investor,Justin Charise,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",justin.charise@nm.com,,Salesforce
10958309,Inactive Investor,Michael Villeneuve,Wealth Manager,Aegis Financial,,,Salesforce
10488896,,Thomas Jagels,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,thomas.jagels@jpmorgan.com,,List Import
9563821,,David Young,,,thedyoungs@gmail.com,,List import
10935407,Inactive Investor,Joseph Kasarda,,J.P. Morgan Securities LLC San Francisco CA 700 Market St,joseph.kasarda@jpmorgan.com,,Salesforce
10854492,Inactive Investor,Bradley Tunnell,Investment Advisor Representative,Brookstone Capital Management LLC Myrtle Beach SC 1361 21st Ave N,btunnell@brookstoneadvisor.com,,Salesforce
11172795,Inactive Investor,Marcus Crisci,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,marcus_crisci@vanguard.com,,Salesforce
10934983,Inactive Investor,Garrett Klekota,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",garrett.klekota@ml.com,,Salesforce
10952709,Inactive Investor,Jacob Heyser,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,jacob.heyser@fmr.com,,Salesforce
10893250,Inactive Investor,Michael Mulvahill,Financial Advisor,Edward Jones Hibbing MN 2900 E Beltline,michael.mulvahill@edwardjones.com,,Salesforce
10876897,Inactive Investor,Joseph Spataro,Financial Advisor,LPL Financial LLC Mokena IL 19065 Hickory Creek Dr,joseph.spataro@lpl.com,,Salesforce
11104934,Inactive Investor,Robert Shapiro,,"Raymond James Financial Services, Inc. Warren NJ 30 Technology Dr",,,Salesforce
10984604,Inactive Investor,Lloyd Lawson,,"Farmers Financial Solutions, LLC Meadow Vista CA 16880 Placer Hills Rd",llawson@farmersagent.com,,Salesforce
11156652,Inactive Investor,Brian Ruht,Financial Advisor;Senior Vice President,Santander Securities LLC Havertown PA 130 N Eagle Rd,brian.ruht@santanderinvestments.com,,Salesforce
10961666,Inactive Investor,Tanner Behrens,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10869228,Inactive Investor,Lily Qian,Financial Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",lily.qian@equitable.com,,Salesforce
11137715,Inactive Investor,Cathy Tam,,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",cathy.tam@tfaconnect.com,,Salesforce
10928816,Inactive Investor,Roxanne Brown,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,rbrown.bnx73@primerica.com,,Salesforce
10644943,,Lawrence Hartl,,,lhartl@farmersagent.com,,List Import
11187669,Inactive Investor,Charles Ouimette,Financial Advisor,Edward Jones Mosinee WI 2290 County Road X,charlie.ouimette@edwardjones.com,,Salesforce
10959220,Inactive Investor,Shane Figi,,"Fortune Financial Services, Inc. Monroe WI 825 6th Ave W",,,Salesforce
248456,,Jean Najem,Student,Monash University,jnaj0001@student.monash.edu,,Manual List Upload
10967920,Inactive Investor,Debra Cyganek,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
348995,,Thomas Capola,Managing Director,"Dgm Asset Management, L.l.c.",tcapola@dgmmanagement.com,973-763-5323,Manual List Upload
11146502,,Sophia Solivio,,,ssolivio@gmail.com,,Web Form Fillout
11057626,Inactive Investor,Benjamin Lotterer,Client Service Specialist,"Ameriprise Financial Services, LLC Pittsburg KS 2809 N Broadway St",benjamin.lotterer@ampf.com,,Salesforce
11127110,Inactive Investor,Robert Russoli,,Cetera Advisor Networks LLC Towson MD 501 Fairmount Ave,russolir@ceteranetworks.com,,Salesforce
10957209,Inactive Investor,Timothy Lebiak,,"Empower Financial Services, Inc Lansdale PA 2000 Spring Valley Rd",timothy.lebiak@empower.com,,Salesforce
9628004,,David Stuart,,,davidbrianstuart@gmail.com,,List import
10943890,Inactive Investor,Canard Barnes,Chief Compliance Officer;Founder;Managing Principal,"Barnes & Company Investment Counsel, LLC",info@barnes-company.com,,Salesforce
11074871,Inactive Investor,Thomas Hayden,Financial Professional,"MCF Advisors, LLC",thayden@mcfadvisors.com,,Salesforce
11102620,Inactive Investor,Annette Vigil,,"Western International Securities, Inc.",annette@wisdirect.com,,Salesforce
11010517,Inactive Investor,Peter Morin,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,pcmorin@ft.newyorklife.com,,Salesforce
232875,,Anika Thorne -,,Anika Thorne [[Unknown]],thorneanika266@gmail.com,,Direct
9644188,,Bala Subramanian,,,bsubramanian@aafus.com,,List import
11169480,Inactive Investor,Jeremy Jackson,Financial Advisor;Team Leader,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,jeremy.jackson@jpmorgan.com,,Salesforce
10951845,Inactive Investor,Kenneth Lazzini,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",ken.lazzini@schwab.com,,Salesforce
9613716,,Michael Barber,,,mwbarb@gmail.com,,List import
10865140,Inactive Investor,Sylvia Qu,,"Equitable Advisors, LLC Hacienda Heights CA Private Residence",yan.qu@equitable.com,,Salesforce
11005513,Inactive Investor,Cyrine Butler,,PFS Investments Inc. Cape Coral FL 1222 SE 47th St,cyrine.butler@primerica.com,,Salesforce
10903574,Inactive Investor,Brian Gernant,Financial Advisor,LPL Financial LLC Geneseo IL 100 N State St,brian.gernant@lpl.com,,Salesforce
9549128,,Debby Kurniawati,,,debby.kurniawati@unionbank.com,,List import
10958581,Inactive Investor,Mazhar Mahmood,,"Equitable Advisors, LLC Irvine CA 2050 Main St",mazhar.mahmood@equitable.com,,Salesforce
38668,,James Peterson,Financial Associate,Thrivent Investment Management Inc.,james.peterson@thrivent.com,814-353-3303,
9556973,,Vera Wang,,,vera.wang@sweetgum.xyz,,List import
10803811,Inactive Investor,Terrance Collins,,Mutual Funds Associates Inc.,,,Salesforce
9603738,,Michael Dawson,,,2wqbaya86o9@temporary-mail.net,,List import
10852384,Inactive Investor,Adrian Gonzalez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10897027,Inactive Investor,William Skrobarczyk,Associate Financial Advisor,"Ameriprise Financial Services, LLC Corpus Christi TX 711 N Carancahua St",william.a.skrobarczyk@ampf.com,,Salesforce
10967261,Inactive Investor,Chris Bailey,,"Farmers Financial Solutions, LLC Evanston IL 1131 Emerson St",cbailey@farmersagent.com,,Salesforce
9556265,,Timothy Hollinger,,,hollinger.tim@principal.com,,List import
10777486,Inactive Investor,David Byrnes,,"Level Four Financial, LLC",dbyrnes@levelfourfinancial.com,,Salesforce
10759902,Inactive Investor,Scott Spiegle,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",scott_spiegle@ml.com,,Salesforce
11152266,Inactive Investor,Kevin McWilliams,Financial Advisor,"Ameriprise Financial Services, LLC Lakeland FL 4927 Southfork Dr",kevin.mcwilliams@ampf.com,,Salesforce
2005866,,Samsul Kaji,,,samsulkaji6468@gmail.com,,
11049754,Inactive Investor,Matthew Coopersmith,Financial Advisor,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",matthew.coopersmith@rbc.com,,Salesforce
11183624,Inactive Investor,Jeffrey Troiano,,"Allstate Financial Services, LLC Smithtown NY 25 Manor Rd",jeffreytroiano@allstate.com,,Salesforce
11003806,Inactive Investor,Mark Amman,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",mramman@firstcommand.com,,Salesforce
10798600,Inactive Investor,Robert Diaz,Financial Advisor,Edward Jones Plainview NY 255 Executive Dr,robert.diaz@edwardjones.com,,Salesforce
240663,,Oliver Luke,,[Unknown],luke.oliver@kraneshares.com,,Event
10781539,Inactive Investor,Derek Reed,,"ValMark Securities, Inc. Gloucester MA 3 Heritage Way",,,Salesforce
10866385,Inactive Investor,Robert Mathers,,"ValMark Securities, Inc. Menomonee Falls WI Private Residence",,,Salesforce
10790690,Inactive Investor,Judith Frias,,"Wellington Shields & Co., LLC",jfrias@wellingtonshields.com,,Salesforce
185359,,Bejinaru David,,[Unknown],davidbejinaru@gmail.com,,source
9609457,,WALTER DOTY,,,docdoty07@yahoo.com,,List import
10837939,Inactive Investor,Bart Lewellyn,,"Osaic Wealth, Inc. Medford OR 714 Cardley Ave",,,Salesforce
10980785,Inactive Investor,Rebekah Clough,,"IFG Advisory, LLC",,,Salesforce
9576513,,Petr Kulhanek,,,shareschoice@gmail.com,,List import
9584543,,Amanda Meltzer,,,ameltzer@balancepointcapital.com,,List import
10763127,Inactive Investor,Cynthia Wilson,Financial Advisor,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",cynthia.wilson1@wellsfargoadvisors.com,,Salesforce
10997599,Inactive Investor,Kimberly Mangiapane,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 100 Motor Pkwy",,,Salesforce
173397,,dennis chen,,[Unknown],dennis.chen.ny@gmail.com,,
10895038,Inactive Investor,John Caputo,,"Wells Fargo Advisors Financial Network, LLC West Lebanon NH 24 Airport Rd",john.caputo@wfafinet.com,,Salesforce
10771718,Inactive Investor,Sherri Overton,Senior Client Specialist,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,soverton@rwbaird.com,,Salesforce
9554894,,Mark Avant,,,mark@avantcapitalllc.com,,List import
10617989,,Steven Doyle,,,steven.doyle@wellsfargoadvisors.com,,List Import
11192680,Inactive Investor,Tammy Palmer,,"Raymond James Financial Services, Inc. Garden City NY 100 Quentin Roosevelt Blvd",,,Salesforce
9629487,,Fabi Tong,,,fstong@gmail.com,,List import
11173274,Inactive Investor,Wendy Li,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",,,Salesforce
9582818,,Jonathan Robinson,,,jrobinson@blueprintip.com,,List import
10510652,,Nicholas Raffin,,The Raffin Group,nick@theraffingroup.com,,List Import
11045340,Inactive Investor,Howard George,Financial Advisor,"Wells Fargo Clearing Services, LLC Ocala FL 3200 SW 34th Ave",howard.w.georgeiv@wellsfargoadvisors.com,,Salesforce
10487708,,Noam Berk,"Chief Compliance Officer, Limited Partner, Managing Director","IOG Capital, LP",nberk@iogcapital.com,,List Import
11042779,Inactive Investor,Alan Schelling,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10947608,Inactive Investor,Thomas Shaver,,J.P. Morgan Securities LLC Shelbyville KY 251 Boone Station Rd,,,Salesforce
10878161,Inactive Investor,Ryan Herrera,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,ryan.herrera@fmr.com,,Salesforce
11065172,Inactive Investor,George Gagnon,Vice President - Investments,"Capitol Securities Management, Inc. Tampa FL 601 S Harbour Island Blvd",ggagnon@capitolsecurities.com,,Salesforce
10936719,Inactive Investor,Derek Miser,Managing Member;President,Miser Asset Management,derek@miser-wp.com,,Salesforce
10487552,,Christine Ashmore,"Financial Advisor, Insurance Planning Director, Senior Vice President",Morgan Stanley,christine.ashmore@morganstanley.com,,List Import
10771643,Inactive Investor,Scott Watson,Account Vice President;Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,scott.watson@ubs.com,,Salesforce
10808477,Inactive Investor,Douglas Bartol,Senior Advisor,Retirement Planners of America,dougbartol@moneymatters.net,,Salesforce
11206000,Inactive Investor,David Ahlquist,Senior Vice President,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",david.ahlquist@raymondjames.com,,Salesforce
10882351,Inactive Investor,Dante Jones,Premier Banker,"Wells Fargo Clearing Services, LLC Chesapeake VA 3114 Western Branch Blvd",dante.jones@wellsfargo.com,,Salesforce
10617580,,Brian Vallow,,,brian.vallow@wellsfargoadvisors.com,,List Import
111602,,Tammy Vargo,Senior Vice President,"Bill Few Associates, Inc.",tvargo@billfew.com,1-412-630-6000,Direct
10916460,Inactive Investor,Kimberly Barry,Financial Advisor,Knox Wealth Partners Advisory,kim@knoxwealthpartners.com,,Salesforce
10931359,Inactive Investor,Shannon Kichline,,"M Holdings Securities, Inc. Bethlehem PA 74 W Broad St",,,Salesforce
11166798,Inactive Investor,Gregory Sexton,,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,gregory.sexton@ubs.com,,Salesforce
10849300,Inactive Investor,Anita Rafie,,"Wells Fargo Clearing Services, LLC West Hollywood CA 8571 Santa Monica Blvd",anita.rafie@wellsfargoadvisors.com,,Salesforce
237084,, -,,[[Unknown]],jieyao97@yahoo.com,,Organic Search
9627010,,Meleia Williamson,,,meleiarw@gmail.com,,List import
11160222,Inactive Investor,Matthew Stark,,"Allstate Financial Services, LLC Saint Louis MO 8229 Clayton Rd",a025891@allstate.com,,Salesforce
9629435,,Aaron Hay,,,aaron12allen@gmail.com,,List import
11235587,Inactive Investor,John Cimino,Financial Advisor,Imprint Wealth LLC Naples FL 1016 Collier Center Way,john.cimino@imprintwealth.com,,Salesforce
10611911,,Robert Panza,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,robert.panza@morganstanley.com,,List Import
10802266,Inactive Investor,David Laplante,,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,dlaplante@rwbaird.com,,Salesforce
11163288,Inactive Investor,Brenton Goers,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,brent.goers@lpl.com,,Salesforce
10960401,Inactive Investor,Chad Wymer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11017467,Inactive Investor,Victoria Evans,Investment Advisor Representative,"Voya Financial Advisors, Inc. Pittsford NY 1175 Pittsford Victor Rd",victoria.evans@voyafa.com,,Salesforce
10849845,Inactive Investor,William Cooke,,"Raymond James Financial Services, Inc. Harrisburg NC 3890 Main St",steve.cooke@raymondjames.com,,Salesforce
11085483,Inactive Investor,Rod Dayton,Financial Professional,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",rod.dayton@voyafa.com,,Salesforce
6913752,,Mohsin Sallm,,,moshinslm@gmail.com,,Web Form Fillout
10889662,Inactive Investor,Logan Wehling,Financial Advisor,Edward Jones Oklahoma City OK 13166 N Macarthur Blvd,logan.wehling@edwardjones.com,,Salesforce
10797876,Inactive Investor,Martin Scheinkman,,"The Investment Center, Inc. Dania FL 18 NE 2nd Ave",mscheinkman@investmentctr.com,,Salesforce
9627891,,Lowell Harrison,,,harrisonlowell@gmail.com,,List import
11159366,Inactive Investor,Anna Johnson,Senior Client Associate,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,anna.johnson@jpmorgan.com,,Salesforce
11234368,Inactive Investor,William Curry,,"CreativeOne Securities, LLC Wilmington DE 701 Foulk Rd",,,Salesforce
10909557,Inactive Investor,Daniel Casella,,"USI Securities, Inc.",dan.casella@usi.com,,Salesforce
10596155,,Pablo Lochman,,,pablo.lochman@schwab.com,,Web Form Fillout
10835244,Inactive Investor,Scarlet Kelso,Associate Vice President;Financial Advisor,Morgan Stanley Coeur D Alene ID 505 E Front Ave,scarlet.kelso@morganstanley.com,,Salesforce
11143323,Inactive Investor,Jayr Riascos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hicksville NY 20 Jerusalem Ave",jayr.riascos@ml.com,,Salesforce
11032823,Inactive Investor,Sherry Horsfield,,"FBL Marketing Services, LLC Peosta IA 8479 Peosta Commercial Ct",sherry.horsfield@fblfinancial.com,,Salesforce
11044361,Inactive Investor,William Eubank,,Edward Jones Amherst VA 210 Ambriar Plz,,,Salesforce
334745,,Christine Mora,Director; Secretary; Counsel,Familywealth Asset Management,cmora@sjpcapitalmanagement.com,214-624-1185,Manual List Upload
10960074,Inactive Investor,Burton Gesner,,Oppenheimer & Co. Inc. Baltimore MD 100 International Dr,burton.gesner@opco.com,,Salesforce
11161658,Inactive Investor,Joshua Brown,,Park Avenue Securities LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11075130,Inactive Investor,Freddy Soza,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",fred.soza@ml.com,,Salesforce
10912092,Inactive Investor,James Barrett,Financial Advisor,"Grimes & Company, Inc.",jbarrett@grimesco.com,,Salesforce
9558395,,Brianna Ernzen,,,brianna.ernzen@voya.com,,List import
11066765,Inactive Investor,Hunter Johnson,,"Raymond James Financial Services, Inc. Bossier City LA 2250 Hospital Dr",hunter.johnson@raymondjames.com,,Salesforce
9583270,,Rosemary Danielson,,,rosie@bfplanning.com,,List import
347743,,William Martin,Managing Member,"Raging Capital Management, Llc.",william@ragingcapital.com,609-357-1870,Manual List Upload
10830706,Inactive Investor,Larry Cassidy,,PFS Investments Inc. Harbor Springs MI 8468 M 119,larry.cassidy@primerica.com,,Salesforce
11260098,Inactive Investor,Joel Leipprandt,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
69100,,Hillary Price,Investment Advisor,Eagle Strategies LLC,hkprice@ft.newyorklife.com,781-400-5723,
11058121,Inactive Investor,John Resha,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10891694,Inactive Investor,Phil Cenedella,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11051620,Inactive Investor,John Owen,Chief Compliance Officer;Founder;Member,"COR3 Investment Partners, LLC",john@cor3ip.com,,Salesforce
11206085,Inactive Investor,Julie Wilbus,,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",,,Salesforce
10911503,Inactive Investor,John Zywan,,Fidelity Brokerage Services LLC,john.zywan@fmr.com,,Salesforce
10877332,Inactive Investor,Philip Fraley,Chief Compliance Officer;President,PF Advisors,,,Salesforce
10942010,Inactive Investor,Nathan Woods,,LPL Financial LLC Bethel Park PA 1500 Oxford Dr,nathan.woods@lpl.com,,Salesforce
9604866,,Atikul Islam,,,atikulaysha@gmail.com,,List import
11050809,Inactive Investor,Wayne Douglas,,"Allstate Financial Services, LLC Piscataway NJ 1262 Stelton Rd",waynedouglas@allstate.com,,Salesforce
10860537,Inactive Investor,Daniel Blloshmi,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",daniel.blloshmi@ml.com,,Salesforce
11157625,Inactive Investor,Thomas Moran,First Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",thomas.moran@ml.com,,Salesforce
10853238,Inactive Investor,Susan Mazzetti,,"Sanctuary Securities, Inc. Danville CA 345 Hartz Ave",smazzetti@sanctuarywealth.com,,Salesforce
10961231,Inactive Investor,Sean Hannon,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10779060,Inactive Investor,Gary Reiche,Financial Advisor,LPL Financial LLC West Seneca NY Private Residence,gary.reiche@lpl.com,,Salesforce
10889642,Inactive Investor,Jorge Haro Gonzalez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",,,Salesforce
10951767,Inactive Investor,Jared Anderson,,"CreativeOne Securities, LLC Topeka KS 1414 SW Ashworth Pl",,,Salesforce
372831,,Ravi Kumar,,United States,ravibhardwaj729@gmail.com,,source
10812141,Inactive Investor,Eric Keawe,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,ekeawe@ft.newyorklife.com,,Salesforce
340856,,George Shapland,Shareholder,Cozad Asset Management Inc,george@cozadassetmgmt.com,217-356-8363,Manual List Upload
11192811,Inactive Investor,James Unger,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
248550,,Sebastiano Rubino,Founder,Xtraverse,sebyrubino1@gmail.com,,Manual List Upload
10876883,Inactive Investor,Walter Janeczek,Financial Advisor,Edward Jones Franklin Lakes NJ 851 Franklin Lakes Rd,walter.janeczek@edwardjones.com,,Salesforce
10856613,Inactive Investor,Melany Qu,,"Pruco Securities, LLC. Rowland Heights CA 17700 Castleton St",melany.qu@prudential.com,,Salesforce
9638040,,Michael Waters,,,michael.j.waters@hitchcock.org,,List import
10832545,Inactive Investor,Joan Zona,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,joan.zona@ubs.com,,Salesforce
9633705,,Baptiste cardin,,,baptistecardin@hotmail.fr,,List import
10880471,Inactive Investor,Belma Mirvic,Financial Advisor,Edward Jones Pleasant Hill CA 367 Civic Dr,belma.mirvic@edwardjones.com,,Salesforce
11102256,Inactive Investor,Eric Williams,,Commonwealth Financial Network Salt Lake City UT 4525 S Wasatch Blvd,ewilliams@commonwealth.com,,Salesforce
10912855,Inactive Investor,Charles Rothermel,,Kovack Securities Inc. Atlanta GA 6100 Lake Forrest Dr,crothermel@ksifa.com,,Salesforce
10835916,Inactive Investor,Kevin Elbinger,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,elbingerk@ceteranetworks.com,,Salesforce
11114574,Inactive Investor,Rosa Estrada,,"CapFinancial Securities, LLC.",,,Salesforce
10903523,Inactive Investor,Clair Crossland,Chief Compliance Officer;Investment Advisor;President,"LFS RIA, LLC Dallas TX 4925 Greenville Ave",clair@lfs-llc.com,,Salesforce
11006288,Inactive Investor,Randall Goebel,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 10375 Richmond Ave",randall.s.goebel@ampf.com,,Salesforce
10953040,Inactive Investor,Karinne Penigar,,Fidelity Brokerage Services LLC,,,Salesforce
11080144,Inactive Investor,Madison Austill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11183142,Inactive Investor,Gary Hart,Partner;President,"Wealth Management Associates, Inc.",,,Salesforce
9637669,,Melynne Klaus,,,mklaus@cde-ltd.com,,List import
11013557,Inactive Investor,Ann Quintin,,PFS Investments Inc. Johnston RI 1404 Atwood Ave,aquintin@primerica.com,,Salesforce
11198630,Inactive Investor,Jeffrey Boron,,"Blackridge Asset Management, LLC",,,Salesforce
11037980,Inactive Investor,James Kishbaugh,,Cetera Advisor Networks LLC Danville PA 758 Bloom Rd,kishbaughj@ceteranetworks.com,,Salesforce
10881868,Inactive Investor,Emma Cohen,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11153317,Inactive Investor,Stephen Keck,Financial Advisor,"Osaic Institutions, Inc. McMinnville TN 305 W Morford St",skeck@infinexgroup.com,,Salesforce
11234280,Inactive Investor,Herbert Moloney,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",herbert.moloney@alliancebernstein.com,,Salesforce
10975216,Inactive Investor,Anthony Dilorenzo,Chief Compliance Officer,UNFCU Advisors LLC,adilorenzo@unfcu.com,,Salesforce
11016665,Inactive Investor,Patricia Kovalenko,,"Allstate Financial Services, LLC",patriciakovalenko@allstate.com,,Salesforce
11086281,Inactive Investor,Arthur Amundsen,Financial Advisor,Edward Jones Carlisle PA 217 N Hanover St,art.amundsen@edwardjones.com,,Salesforce
11168855,Inactive Investor,Harold Clark,,"Osaic Wealth, Inc. Jonesboro AR 1810 Executive Sq",,,Salesforce
229333,, -,,[[Unknown]],takaharu.anzai@gmail.com,,
10773655,Inactive Investor,Andrea Stephenson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",andrea.stephenson@schwab.com,,Salesforce
11182069,Inactive Investor,Eric Ochotnicki,Chief Compliance Officer;Owner;President,"LCR Financial Group, LLC",,,Salesforce
10658830,,Andrew Wallace,,,andrew.j.wallace@jpmorgan.com,,List Import
10804930,Inactive Investor,Richard Uva,Managing Director,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
10644307,,Yuriah Bailey,,,yuriah.bailey@gs.com,,List Import
9630248,,dic frank,,,dickenfranklin@hotmail.com,,List import
10866936,Inactive Investor,John Robertson,Chief Compliance Officer;Financial Advisor;Principal,"Greystone Financial & Estate Services, Inc.",john@greystoneinvest.com,,Salesforce
9574732,,Lawrence Copeland,,,larry.copeland@voya.com,,List import
11020259,Inactive Investor,Holly Thomason,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,hollythomason@statefarm.com,,Salesforce
10851958,Inactive Investor,David Adams,,Commonwealth Financial Network Fond Du Lac WI N7640 County Road WH,dadams@commonwealth.com,,Salesforce
9645119,,K Dobb,,,kpd651@yahoo.com,,List import
220709,,Ryan Roach,,[Unknown],ryanmilehighguy@gmail.com,,
11068891,Inactive Investor,Sarah Brady,,"Commerce Brokerage Services, Inc. Kansas City MO 1000 Walnut St",sarah.brady@commercebank.com,,Salesforce
10790968,Inactive Investor,William Bissell,,LPL Financial LLC Aiken SC 1001 Pine Log Rd,william.bissell@lpl.com,,Salesforce
10949724,Inactive Investor,Alexander Westberry,Financial Advisor,LPL Financial LLC Atlanta GA 4840 Roswell Rd,alexander.westberry@lpl.com,,Salesforce
10889651,Inactive Investor,Hilary Goldsmith,Executive Director,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11192038,Inactive Investor,Douglas Colton,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,douglas.colton2@fmr.com,,Salesforce
11141821,Inactive Investor,Cooper Milledge,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",cooper.milledge@wellsfargoadvisors.com,,Salesforce
11029031,Inactive Investor,Mark Anastasoff,,"Osaic Wealth, Inc. Scarborough ME 10 Plaza Dr",,,Salesforce
10953226,Inactive Investor,Lynda Leibrand Rux,,"Stifel, Nicolaus & Company, Incorporated Billings MT 401 N 31st St",,,Salesforce
9599819,,Robert Mailhoit,,,robbiemailhoit@gmail.com,,List import
11237210,Inactive Investor,John Willis,Investment Advisor,"Coho Advisory Services, LLC Fort Worth TX 6432 Camp Bowie Blvd",johnandrew.willis@cohofinancialgroup.com,,Salesforce
11088627,Inactive Investor,Tatjana Cumic,Financial Advisor,Thrivent Investment Management Inc. Cincinnati OH 3825 Edwards Rd,tatjana.cumic@thrivent.com,,Salesforce
9644422,,patrick lyons,,,patlyons11@gmail.com,,List import
10895720,Inactive Investor,Tom Bromm,Financial Consultant,LPL Financial LLC Englewood CO 6312 S Fiddlers Green Cir,tom.bromm@lpl.com,,Salesforce
10846455,Inactive Investor,Araceli Sarinana,,J.P. Morgan Securities LLC Sierra Vista AZ 3932 E Fry Blvd,araceli.sarinana@jpmorgan.com,,Salesforce
10914186,Inactive Investor,Thomas Carney,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Duluth GA 2180 Satellite Blvd",thomas.carney@ampf.com,,Salesforce
11107455,Inactive Investor,Araya Hebert,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10951469,Inactive Investor,Desirae Hovdestad,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Sioux Falls SD 6809 S Minnesota Ave",desirae.hovdestad@mutualofomaha.com,,Salesforce
10882389,Inactive Investor,Joni Alt,Senior Wealth Advisor,"Evermay Wealth Management, LLC",jalt@evermaywealth.com,,Salesforce
10840845,Inactive Investor,Julie Toelle,Head - Operations;Member;Operations Manager;Treasurer,Somerset Group LLC Boca Grande FL 375 Park Ave,julie@somerset-group.com,,Salesforce
242904,,Caroline Campelo,Associate,GW & Wade,ccampelo@gwwade.com,,Manual List Upload
10759908,Inactive Investor,Karl Smith,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bristol TN 500 State St",kthomas_smithjr@ml.com,,Salesforce
11209465,Inactive Investor,Ryan Naugle,Chief Compliance Officer;Financial Planner,Advice & Planning Services LLC,ryan@adviceandplanning.com,,Salesforce
11153879,Inactive Investor,Russell Slack,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,russell.slack@jpmorgan.com,,Salesforce
11159112,Inactive Investor,Stephen Ryan,Vice President - Wealth Management,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",steve.ryan@raymondjames.com,,Salesforce
10486915,,Benjamin Jong,Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",benjamin.jong@ml.com,,List Import
11222808,,Xinyi Li,,,jojo.cresci@merceradvisors.com,,List Import
9617088,,Ea Drobke,,,ewad3000@gmail.com,,List import
11012888,Inactive Investor,Peter Arendsen,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10991507,Inactive Investor,Alberto Chuman,,"American Fidelity Securities, Inc.",alberto.chuman@americanfidelity.com,,Salesforce
61369,,Joseph Cronin,Financial Professional,"Pruco Securities, LLC.",joseph.cronin@prudential.com,630-493-0585,
10920818,Inactive Investor,Raleigh Ryser,,"Cambridge Investment Research, Inc. London KY 210 N Broad St",,,Salesforce
10954997,Inactive Investor,Trevor Challifour,Associate,Edward Jones Minneapolis MN 6640 Lyndale Ave S,,,Salesforce
228165,, -,,[[Unknown]],ivan.maltsev1993@gmail.com,,
10696049,,Andrew Johnson,,SECU BROKERAGE SERVICES INC,andrew.m.johnson@ncsecu.org,,List Import
10762438,Inactive Investor,Michael Karfis,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",michael.s.karfis@ampf.com,,Salesforce
338214,,Nicolas Zerbib,"Chief Investment Officer, Limited Partner","Sound Point Capital Management, LP",nzerbib@stonepoint.com,203-862-2900,Manual List Upload
10620077,,Kelly Wiley,,,kwiley@tcwealthpartners.com,,List Import
11179274,Inactive Investor,Ying Liu,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
10861263,Inactive Investor,Rainey Rogers,,"Kestra Investment Services, LLC McKinney TX 2600 Eldorado Pkwy",,,Salesforce
10784834,Inactive Investor,Corey Rodahl,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10615252,,Christopher Creamer,"Financial Advisor, Senior Vice President",,christopher.creamer@morganstanley.com,,List Import
11017248,Inactive Investor,Derek Steele,Associate Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Saint Paul MN 2805 Dodd Rd",derek.steele@ampf.com,,Salesforce
11057016,Inactive Investor,Christina Cavanaugh,,LPL Financial LLC Endicott NY 24 McKinley Ave,christina.cavanaugh@lpl.com,,Salesforce
246295,,Not Provided,Sr. Budget and Policy Analyst,Prince George's County,labaxter@co.pg.md.us,,Manual List Upload
11175033,Inactive Investor,Richard Steele,,"Avantax Investment Services, Inc. Bellingham WA 119 Grand Ave",,,Salesforce
10841767,Inactive Investor,Mikael Newman,Financial Advisor,LPL Financial LLC Rochester MN 2765 Commerce Dr NW,mikael.newman@lpl.com,,Salesforce
11020313,Inactive Investor,Matthew Lankford,,J.P. Morgan Securities LLC Ashburn VA 43200 Broadlands Center Plz,matthew.lankford@jpmorgan.com,,Salesforce
9554661,,florent gardiman,,,gekkocrypto@gmail.com,,List import
11111784,Inactive Investor,Christopher Spellman,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
11186147,Inactive Investor,Rick Blunk,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,blunkr@ceteranetworks.com,,Salesforce
9613342,,Erik Herzfeld,,,emh@herzfeld.com,,List import
11187457,Inactive Investor,John Trigg,Client Service Associate,Davenport & Company LLC,,,Salesforce
11015939,Inactive Investor,David Liegakos,,Cetera Advisor Networks LLC Ronan MT 63316 Hwy 93,,,Salesforce
10773105,Inactive Investor,Charles Sharman,Assistant Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Melbourne FL 7779 N Wickham Rd",charles.sharman@wellsfargo.com,,Salesforce
10913399,Inactive Investor,Kedrick Sackey,Chief Compliance Officer;Managing Director;Member,"Princeton Wealth Management Alliance, LLC",,,Salesforce
11162952,Inactive Investor,Jennifer Ramos,,Bolton Global Capital Miami FL 1441 Brickell Ave,jramos@boltonglobal.com,,Salesforce
11125387,Inactive Investor,Elvis Grgurovic,,LPL Financial LLC New York NY 360 Lexington Ave,elvis.grgurovic@lpl.com,,Salesforce
10828920,Inactive Investor,Peter Dolan,,"Steward Partners Investment Solutions, LLC Saint Louis MO 101 S Hanley Rd",,,Salesforce
10951245,Inactive Investor,Juan Lopez,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,jlopez@invictacapitaladvisors.com,,Salesforce
11021695,Inactive Investor,Brian Mason,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10816561,Inactive Investor,Mark Meulenberg,Chief Compliance Officer;Chief Investment Officer;Managing Partner,"Masonry Capital Management, LLC",mark.meulenberg@masonrycap.com,,Salesforce
9580863,,Kevin King,,,kingpkevin@gmail.com,,List import
9559873,,Sandra Miller,,,sandy.miller@transamerica.com,,List import
10819720,Inactive Investor,Armond Kennett,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,armond.kennett@primerica.com,,Salesforce
11172252,Inactive Investor,Nicole Giannone,Chief Executive Officer,SNC Wealth Management LLC Wantagh NY 3424 Silverton Ave,,,Salesforce
10657779,,Doug Cokinis,,,doug.cokinis@nm.com,,List Import
10618918,,Joseph Hadsell,,,joseph.hadsell@rbc.com,,List Import
239189,,Oleg Rybak,,[Unknown],orybak@rybakfirm.com,,Direct
10771754,Inactive Investor,Christopher Collier,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christopher.collier@fmr.com,,Salesforce
10901236,Inactive Investor,Carl Thomas,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,mathomas@rwbaird.com,,Salesforce
10771835,Inactive Investor,Kevin Hicks,Financial Planning Director,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,kevin.hicks@morganstanley.com,,Salesforce
45655,,Ronald Butt,"Senior Financial Advisor, Senior Partner","ARGI Investment Services, LLC",ronbutt@argi.net,,
11032724,Inactive Investor,Savanna Werner,Client Service Coordinator;Financial Advisor,"Ameriprise Financial Services, LLC Chandler AZ 5690 W Chandler Blvd",savanna.werner@ampf.com,,Salesforce
11042408,Inactive Investor,Scott Jones,Financial Advisor,LPL Financial LLC Huntington Beach CA 15061 Springdale St,scottk.jones@lpl.com,,Salesforce
217145,,Wayne Bogart,Data Analyst,[Unknown],wbogart@gmail.com,,Event
248747,,Eduardo Yasuda,Economist,Private,eduardoryasuda@gmail.com,,Manual List Upload
10967037,Inactive Investor,Andrew Parish,,"RBC Capital Markets, LLC",,,Salesforce
9567097,,Catherine Morris,,,catherinemorris@janney.com,,List import
11178986,Inactive Investor,Jeri Siss,,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
248404,,Zarah J. Estermann,Business Development Director CH/Nordics,METACO,zarah.estermann@metaco.com,,Manual List Upload
11046650,Inactive Investor,Dara Day,,"CapFinancial Securities, LLC.",,,Salesforce
214834,,Alex Chudnovsky,,[Unknown],spartak126@yahoo.com,,
349747,,Douglas Denlinger,Managing Member,"Lifeguide Financial Advisors, Llc",ddenlinger@lifeguidefa.com,717-796-1700,Manual List Upload
341273,,Benedikt Kaiser,Member Board Of Directors,Kaiser Partner Financial Advisors Ltd.,benedikt.kaiser@krpartner.com, -525558,Manual List Upload
11068932,Inactive Investor,Rachel Fetter,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 6445 Nicollet Ave",rachel.fetter@wellsfargo.com,,Salesforce
6663,,lisa black,,[[Unknown]],blacklisa24@gmail.com,,Initial Salesforce Import
11221814,,Marilyn Millington,,,marilyn.millington@miacanalytics.com,,List Import
10947059,Inactive Investor,Jeffrey Boemermann,Investment Consultant,"Charles Schwab & Co., Inc. Cary NC 223 Weston Pkwy",jeffrey.boemermann@schwab.com,,Salesforce
9629566,,dfe dfeet,,,magno8k@gmail.com,,List import
11140479,Inactive Investor,Robert Debastiani,Managing Director,Robert W. Baird & Co. Incorporated North Palm Beach FL 11780 US Hwy 1,rdebastiani@rwbaird.com,,Salesforce
10911884,Inactive Investor,Melanie Jones,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",melanie.wilder@nm.com,,Salesforce
11199357,Inactive Investor,Zachary Kountz,Corporate Secretary;Financial Advisor;Vice President,"Swisher Financial Concepts, Inc.",,,Salesforce
200039,,ramon pitter,,[Unknown],ramon_pitter@yahoo.com,,
9602262,,Karim Azero,,,soccerlife2010@yahoo.com,,List import
66201,,Jonathan Thompson,,United States,jthompson7763@yahoo.com,,
9574786,,Bobby Brooks,President,Riverfront Investment Group,bbrooks@riverfrontig.com,,List import
11165865,Inactive Investor,Nathaniel Starkey,Financial Advisor,LPL Financial LLC Rapid City SD 1508 Mountain View Rd,nathaniel.starkey@lpl.com,,Salesforce
9595765,,Nicole Mccuskey,,,nicole.mccuskey@stewardpartners.com,,List import
10617008,,Janette Acton,,,janette_acton@ml.com,,List Import
10975430,Inactive Investor,Daniel Pak,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",,,Salesforce
9647378,,Jonathan Piotrowski,,,jonathanp2@yahoo.com,,List import
11075799,Inactive Investor,Ryan Miner,Team Manager,"Fifth Third Securities, Inc. Grand Haven MI 839 Robbins Rd",,,Salesforce
11156863,Inactive Investor,Huy Le,Financial Advisor,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",huy.le@equitable.com,,Salesforce
10696110,,John Murray,,Robertson Stephens,john.murray@rscapital.com,,List Import
11122833,Inactive Investor,Stephen Kavois,Wealth Advisor,LPL Financial LLC Crown Point IN 55 W 94th Pl,stephen.kavois@lpl.com,,Salesforce
10993053,Inactive Investor,Justin Akai,Financial Professional,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",justin.akai@equitable.com,,Salesforce
10659237,,Shanna Sigers,,,shanna.sigers@primerica.com,,List Import
10980955,Inactive Investor,Ronny Inniger,,"Independent Financial Group, LLC",,,Salesforce
10949640,Inactive Investor,Joni Mika,,PFS Investments Inc. Anoka MN 12 Bridge Sq,joni.mika@primerica.com,,Salesforce
10907906,Inactive Investor,Leeyan Luke,,Fidelity Brokerage Services LLC,,,Salesforce
10855370,Inactive Investor,Rocky Ludwick,,J.P. Morgan Securities LLC Steubenville OH 147 Main St,rocky.ludwick@jpmorgan.com,,Salesforce
11192472,Inactive Investor,Gene Salkind,,"Alexander Capital, L.P.",gsalkind@alexandercapitallp.com,,Salesforce
9602352,,Michael Malvin,,,mmalvin@decisioninvestments.com,,List import
11045573,Inactive Investor,Joshua Weiskopf,,"Osaic Wealth, Inc. Devon PA 208 Old Lancaster Rd",,,Salesforce
11232264,Inactive Investor,Christopher Coventry,Financial Professional,PlanMember Securities Corporation Santa Barbara CA 1600 State St,ccoventry@planmember.com,,Salesforce
10983441,Inactive Investor,Matthew Outcalt,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",matthew.outcalt@ml.com,,Salesforce
9611933,,Atiwat Aunlitaisiri,,,tonbestjam@gmail.com,,List import
9605646,,Tim Wenger,,,centuryfreak@gmx.de,,List import
2775551,,SHEENHAW JENN,,,shdjenn2671@aol.com,,
10987131,Inactive Investor,Alfred Maria,,"ACP Securities, LLC",,,Salesforce
11254971,Inactive Investor,Brian Heckert,,AssuredPartners Investment Advisors Nashville IL 9627 Wall St,,,Salesforce
9606093,,Davaadorj Batkhuyag,,,davaadorj0506@gmail.com,,List import
10428730,,[Unknown],,,scott@newsfinancial.com,,Web Form Fillout
11126582,Inactive Investor,Brandon Bolock,Financial Advisor;Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,brandon.bolock@morganstanley.com,,Salesforce
11014957,Inactive Investor,Andrew Mchale,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",andrew.mchale@prudential.com,,Salesforce
10753777,Inactive Investor,Matthew Wesolowski,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,matthew.w.wesolowski@jpmorgan.com,,Salesforce
10806249,Inactive Investor,Melvin Sikes,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",derrick.sikes@raymondjames.com,,Salesforce
11005414,Inactive Investor,Todd Sanford,,"Allstate Financial Services, LLC Prairieville LA 17534 Old Jefferson Hwy",tsanford@allstate.com,,Salesforce
10927998,Inactive Investor,Lynnette Bash,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10936749,Inactive Investor,Lucian Ioja,Chief Compliance Officer;Managing Member,Oris Wealth Designs LLC,lucian@oriswealth.com,,Salesforce
10867392,Inactive Investor,Matthew Hatfield,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",matthew.hatfield@tiaa.org,,Salesforce
10889253,Inactive Investor,Brian Connor,,"Osaic Wealth, Inc. Venice FL 10706 Ironbridge Dr",,,Salesforce
11203695,Inactive Investor,Deborah Bennett,Chief Financial Officer;Member,Dean Bennett Advisory Services Inc.,,,Salesforce
10981444,Inactive Investor,Patrick Tirol,,NYLIFE Securities LLC New York NY 285 Fulton St,ptirol@ft.newyorklife.com,,Salesforce
9625096,,James O'Toole,,,otoole@alum.mit.edu,,List import
10820332,Inactive Investor,Debra Dufault,Director;Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,debra.j.dufault@morganstanley.com,,Salesforce
10756070,Inactive Investor,Alec Vicknair,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",alec.vicknair@ml.com,,Salesforce
11186353,Inactive Investor,Connie Miner,,"Principal Securities, Inc.",miner.connie@principal.com,,Salesforce
9567039,,Joe Miceli,,,gmiceli76@gmail.com,,List import
10895416,Inactive Investor,Melissa Mijares,Wealth Advisor;Wealth Management Advisor,"TVAMP, LLC",melissa.mijares@tvamp.com,,Salesforce
9595094,,Marc Thomas,,,marc.thomas@lesjakplanning.com,,List import
7483151,,ALEKSEI KALAB,,,changeme5000@gmail.com,,Web Form Fillout
10841013,Inactive Investor,Raymond Miller,Compliance Officer;Office Manager;Regulatory Contact,"Sunbelt Securities, Inc.",,,Salesforce
224464,,Jason Berry,,[Unknown],jberry977@aol.com,,source
11171499,Inactive Investor,Kathy Hale,Financial Advisor,Edward Jones Eden NC 116 W Meadow Rd,kathy.hale@edwardjones.com,,Salesforce
10816585,Inactive Investor,Thomas Breitenstein,,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,,,Salesforce
11011395,Inactive Investor,Bryan Sinclair,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",sinclair.bryan@principal.com,,Salesforce
9617665,,Peter Ehrich,,,pehrich@cresseyco.com,,List import
10922682,Inactive Investor,Samuel Bustamante,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11254645,Inactive Investor,Alexander Dang,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
10758448,Inactive Investor,James Healey,Financial Advisor;Senior Vice President,Morgan Stanley Springfield MA 1500 Main St,james.healey@morganstanley.com,,Salesforce
52569,,Jeffrey Tackett,"Branch Manager, Regional Sales Manager, Vice President",Fidelity Personal and Workplace Advisors,jeffrey.tackett@fidelity.com,,
11166184,Inactive Investor,Susan Ramey,Senior Client Service Associate,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",,,Salesforce
10949103,Inactive Investor,Charles Chapman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10647595,,Joseph Vidal,,,joseph.vidal@wellsfargoadvisors.com,,List Import
75950,,Barbara Tilka,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",barbara.tilka@transamerica.com,904-608-7995,
10891138,Inactive Investor,Kimberly Hill,Financial Advisor,"Voya Financial Advisors, Inc. Eufaula AL Private Residence",,,Salesforce
10820800,Inactive Investor,Thomas Noll,,"OneAmerica Securities, Inc. Middletown PA Private Residence",tim.noll@oasecurities.com,,Salesforce
10982045,Inactive Investor,Allison Gagni,Investment Advisor Representative,Gagni Wealth Management LLC,allison.gagni@gagniasset.com,,Salesforce
11160595,Inactive Investor,Florence Bird,,XML Securities,,,Salesforce
11230229,Inactive Investor,Barry Simon,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,bssimon01@ft.newyorklife.com,,Salesforce
11064070,Inactive Investor,Dean Reznecheck,,PFS Investments Inc. Baxter MN 14715 Edgewood Dr,dean.reznecheck@primerica.com,,Salesforce
11236474,Inactive Investor,Travis Boyer,Principal;Wealth Manager,"Modera Wealth Management, LLC Asheville NC 6 Wall St",tboyer@moderawealth.com,,Salesforce
10917107,Inactive Investor,Theresa Chen,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 888 SE 3rd Ave",,,Salesforce
10862522,Inactive Investor,April Dimmick,,"Securian Financial Services, Inc.",,,Salesforce
11050579,Inactive Investor,Howard O'Malley,,The Huntington Investment Company Columbus OH 830 N High St,howard.omalley@huntington.com,,Salesforce
10771860,Inactive Investor,Dorothea Watson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",dorothea.watson@ml.com,,Salesforce
11213277,Inactive Investor,Arthur Perez,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11063790,Inactive Investor,Stephen Joswick,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
11053785,Inactive Investor,Chien Yeh,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,ckyeh@ft.newyorklife.com,,Salesforce
10661745,,Jordan Johnson,,,jordan@pinestarfinancial.com,,List Import
10844248,Inactive Investor,Anne Knutzen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indian Wells CA 74785 US Hwy 111",anne.knutzen@schwab.com,,Salesforce
10794625,Inactive Investor,Marc Davis,Director;Equity Analyst;President,Capital Management Consultants,mdavis@capitalmanagementconsultants.net,,Salesforce
9569212,,John Lowe,,,john.lowe@fidelity.com,,List import
11069701,Inactive Investor,Mikel Rosenberry,,"Parkland Securities, LLC Fort Lauderdale FL 803 Shotgun Rd",mrosenberry@parklandrep.com,,Salesforce
343185,,Julia Lopez,Member Of The Board And Member Of The Management,Whvp,julia.lopez@whvp.ch,011-414-43157777,Manual List Upload
606,,,,,haroldharris@250ok-mail.net,,
3295357,,Phillip Turke,,,philturke@gmail.com,,Web Form Fillout
9564569,,Andrea Pellegata,,,apellegata@fideuram.it,,List import
10903099,Inactive Investor,Jerice Walker,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",jerice.walker@wellsfargoadvisors.com,,Salesforce
11124936,Inactive Investor,Michelle Klemm,,"Wells Fargo Clearing Services, LLC Milbank SD 402 S Main St",michelle.klemm@wellsfargoadvisors.com,,Salesforce
11117569,Inactive Investor,Michael Meeks,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11177214,Inactive Investor,Patrick Meier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",patrick.meier@ml.com,,Salesforce
11171342,Inactive Investor,Jessica Jones,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jessica_jones@vanguard.com,,Salesforce
10993000,Inactive Investor,Nicholas Storrusten,Registered Client Associate,D.A. Davidson & Co.,,,Salesforce
10998494,Inactive Investor,Patrick Shovlin,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC New York NY 155 E 44th St",pshovlin@financialguide.com,,Salesforce
10872223,Inactive Investor,Kathleen Bauer,,Country Capital Management Company Tillamook OR 416 Pacific Ave,kathleen.bauer@countryfinancial.com,,Salesforce
11009322,Inactive Investor,Kevin Berthiaume,,Thrivent Investment Management Inc.,kevin.berthiaume@thrivent.com,,Salesforce
10854826,Inactive Investor,Randy Derbick,Executive Director,Global View Capital Management LLC Schofield WI 279 Ross Ave,rderbick@gvcaponline.com,,Salesforce
9608959,,l l,,,qql@qq.com,,List import
10962042,Inactive Investor,Joshua Wolinski,Associate,Edward Jones Purcellville VA 121 E Main St,,,Salesforce
10847690,Inactive Investor,Benjamin Goldhammer,Private Client Advisor,J.P. Morgan Securities LLC Sacramento CA 3600 El Camino Ave,ben.goldhammer@jpmorgan.com,,Salesforce
10869933,Inactive Investor,Carl Tiu,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11165088,Inactive Investor,Tyler Trettin,Financial Advisor Associate,LPL Financial LLC Ephrata PA 809 Martin Ave,tyler.trettin@lpl.com,,Salesforce
9602787,,Timothy Painter,"Chief Compliance Officer, Chief Investment Officer, Director, President","Lindus Advisors, Inc.",tim.painter@lindusadvisors.com,,List import
9821602,,Mario Esquivel,,,mariosarceno.2022@icloud.com,,Web Form Fillout
10771196,Inactive Investor,Charles Singer,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 9445 Delegates Row",charles.singer@wellsfargoadvisors.com,,Salesforce
8480959,,John Crampton,,First Republic,jcrampton@firstrepublic.com,,List Import
11000648,Inactive Investor,Kai Chambers,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Birmingham AL 100 Concourse Pkwy",kai.chambers@transamerica.com,,Salesforce
9549178,,Marc DuBois,,,mdubois@venorcapital.com,,List import
202478,,Stephen Roche,,[Unknown],s90roche@gmail.com,,Paid Social
10996379,Inactive Investor,Anmol Sultana,,J.P. Morgan Securities LLC New York NY 120 Broadway,anmol.sultana@jpmorgan.com,,Salesforce
11143068,Inactive Investor,Norma Barrandey,Vice President,"Stifel, Nicolaus & Company, Incorporated Greeley CO 2015 Clubhouse Dr",norma.barrandey@stifel.com,,Salesforce
11077627,Inactive Investor,Derek Meller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,derek.meller@fmr.com,,Salesforce
9554966,,Jordan Bathen,,,jbbathen@unitedplanners.com,,
10903461,Inactive Investor,Zachary Thebeau,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",zachary.thebeau@ml.com,,Salesforce
11119360,Inactive Investor,James Brennan,,PlanMember Securities Corporation Keller TX 9500 Ray White Rd,,,Salesforce
110782,,Michael Townsend,,Raymond James,mike.townsend@raymondjames.com,,
9599952,,Kevin Timmerman,,,kevin.timmerman@thinkingbeyond.com,,List import
11169139,Inactive Investor,George Decker,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",george.f.decker@ml.com,,Salesforce
157801,,Hunter House,,[Unknown],hhouse@strategicvenue.com,,
11185179,Inactive Investor,Michael Morelock,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Glen Allen VA 4860 Cox Rd,mike.morelock@lpl.com,,Salesforce
9566145,,David Doorneweerd,,,davidd@aileronwm.com,,List import
10962683,Inactive Investor,Daniela Pineda,Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10488491,,Lee Parker,"Chief Investment Officer, Co-Founder, President","Sycamore Tree Capital Partners, L.P.",tparker@sycamorelp.com,,List Import
10832917,Inactive Investor,David Rumrill,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,dave.rumrill@jpmorgan.com,,Salesforce
11123996,Inactive Investor,Brianna Battista,,Vanguard Marketing Corporation,brianna_battista@vanguard.com,,Salesforce
10948212,Inactive Investor,Kristofer Norton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 7 Fan Pier Blvd",kristofer.norton@ml.com,,Salesforce
10597428,,Peter Biswas,,,peterbiswas58@gmail.com,,Web Form Fillout
9642514,,? ?,,,306794721@qq.com,,List import
11064037,Inactive Investor,Thomas Vine,,LPL Financial LLC Attleboro MA 555 Pleasant St,tom.vine@lpl.com,,Salesforce
10926474,Inactive Investor,Justin Try,,Fidelity Brokerage Services LLC,,,Salesforce
11121247,Inactive Investor,Steven Yu,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
9641392,,Marc Friedl,,,marc.friedl@hotmail.de,,List import
11151886,Inactive Investor,Claudia Jenkins,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",claudia.m.jenkins@bofa.com,,Salesforce
11118198,Inactive Investor,Deborah Sheehan,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",deborah_sheehan@ml.com,,Salesforce
11052520,Inactive Investor,Amantha Walls,,PFS Investments Inc. Savannah GA 9100 White Bluff Rd,amanthamariewalls@primerica.com,,Salesforce
10926605,Inactive Investor,Larry Deutsch,Financial Advisor,Edward Jones Mount Kisco NY 71 Smith Ave,larry.deutsch@edwardjones.com,,Salesforce
10364341,,Cynthia Newton,,,cynthianewton5555@gmail.com,,Web Form Fillout
11087001,Inactive Investor,Philip Knowland,Financial Associate,Thrivent Investment Management Inc. Topeka KS 1609 SW 37th St,tanner.knowland@thrivent.com,,Salesforce
10606556,,Shlomi Yedid,"Managing Director - Wealth Management, Senior Portfolio Manager",UBS Financial Services Inc.,shlomi.yedid@ubs.com,212-713-6150,List Import
9612155,,Carlos Gomez,,,cgomez@aegonusa.com,,List import
11211289,Inactive Investor,Luis De Leon,,"Wells Fargo Clearing Services, LLC Van Nuys CA 6348 Sepulveda Blvd",,,Salesforce
11083744,Inactive Investor,Matthew Montague,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",matthew.montague@ml.com,,Salesforce
11063457,Inactive Investor,Joseph Carroll,President,"The Carroll Group, Inc. Atlanta GA 5220 Cascade Rd SW",,,Salesforce
10612933,,Christopher Larkin,Financial Advisor,,christopher.larkin@lpl.com,,List Import
10999844,Inactive Investor,Waightstill Scales,,"Equitable Advisors, LLC Greenville NC 1105 Corporate Dr",waightstill.scales@equitable.com,,Salesforce
10951724,Inactive Investor,Robert Cortes,Investment Advisor,Fisher Investments,,,Salesforce
9554616,,Chukwunweike Simon,,,chukwunweikesimon@gmail.com,,List import
10970852,Inactive Investor,John O'Bannon,,"Osaic Wealth, Inc. West Des Moines IA 3737 Woodland Ave",,,Salesforce
11047975,Inactive Investor,Michelle Schwab,Chief Compliance Officer,"Ellsworth Advisors, LLC",mschwab@ellsworthadvisors.com,,Salesforce
334064,,Kevin Kukar,Treasurer,"M Holdings Securities, Inc.",kevin.kukar@mfin.com,800-656-6960,Manual List Upload
10759796,Inactive Investor,Stephanie Smith Christiano,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",stephanie_smith@ml.com,,Salesforce
9599795,,Richard Schultz,,,richard@schultzfinancial.com,,List import
11134621,Inactive Investor,Mark Holcomb,Branch Manager;First Vice President - Wealth Management;Senior Financial Advisor,UBS Financial Services Inc. Erie PA 100 State St,mark.holcomb@ubs.com,,Salesforce
9618179,,Brian Barish,,,bbarish@cambiar.com,,List import
9590248,,Rami Baassiri,,,ramiba12@gmail.com,,List import
9551526,,Jesse Astorga,,,jesse.astorga@53.com,,List import
349615,,Martin Davey,"Portfolio Manager, Senior Managing Director, Senior Portfolio Manager",MJX Asset Management LLC,martin.davey@mjxam.com,212-705-5300,Manual List Upload
11009852,Inactive Investor,Mercedes Henry,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,mhenry@primerica.com,,Salesforce
11064201,Inactive Investor,Robert Woodard,Financial Advisor,Edward Jones Lake City FL 148 N Marion Ave,robert.woodard@edwardjones.com,,Salesforce
11155084,Inactive Investor,Mokshith Reddy Chenna Reddy,,Jefferies LLC,rchenna-reddy@jefferies.com,,Salesforce
11234333,Inactive Investor,James LaFleur,,"Sentinel Securities, Inc.",,,Salesforce
10943030,Inactive Investor,Jack Akin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9592894,,Tolani Aiyeku,,,tolaniaiyeku@gmail.com,,List import
11216815,,Leonard Smith,,,leonard.smith@lpl.com,,List Import
10862880,Inactive Investor,Chris Thelen,Financial Advisor,LPL Financial LLC Green Bay WI 2525 Lineville Rd,chris.thelen@lpl.com,,Salesforce
10772743,Inactive Investor,Thomas Kane,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10852961,Inactive Investor,Bradley Mattson,,"Hornor, Townsend & Kent, LLC Lancaster PA Private Residence",bmattson@htk.com,,Salesforce
10840052,Inactive Investor,Barry Collins,,State Farm VP Management Corp. High Point NC 9826 US Hwy 311,barry.collins.mro9@statefarm.com,,Salesforce
10956753,Inactive Investor,Robert Lembo,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",rlembo@financialguide.com,,Salesforce
10996196,Inactive Investor,Devinn Askew,,J.P. Morgan Securities LLC Yorktown Heights NY 1975 Commerce St,devinn.askew@jpmorgan.com,,Salesforce
10829297,Inactive Investor,Talin Shadmany,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 4510 Franklin Ave",talin.shadmany@ml.com,,Salesforce
10808789,Inactive Investor,James Ruthrauff,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend IN 100 N Michigan St",james_ruthrauff@ml.com,,Salesforce
224498,,chalres hollins,,[Unknown],hollins.charles@gmail.com,,Paid Search
9566451,,Rhonda Kerkhoff,,,rkerkhoff@focusfinancial.com,,List import
206592,,Shi Ya Ng,,[Unknown],ng.shiya13@gmail.com,,Organic Search
9625531,,SeungJu park,,,gkdlqb032@naver.com,,List import
10618941,,John Daly,,,john.m.daly@rbc.com,,List Import
10795188,Inactive Investor,Glenn Ufland,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Madison CT 752 Boston Post Rd",glenn.d.ufland@ampf.com,,Salesforce
9643090,,shan mcdonell,,,shan.mcdonell@gmail.com,,List import
10888118,Inactive Investor,Jonathan Schaeffer,,"The Leaders Group, Inc. Los Angeles CA 11740 San Vicente Blvd",,,Salesforce
373788,,William Louisell,,[Unknown],chicklouisell@comcast.net,,source
11129303,Inactive Investor,Edward Ha,,Cetera Investment Services LLC Philadelphia PA 1800 John F Kennedy Blvd,edward.ha@ceterais.com,,Salesforce
11109534,Inactive Investor,Andre Henderson,,"Voya Financial Advisors, Inc. Minneapolis MN 250 Marquette Ave",andre.henderson@voya.com,,Salesforce
10900168,Inactive Investor,Chad Nichols,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",chad.nichols@wellsfargoadvisors.com,,Salesforce
11120295,Inactive Investor,Diane Mowry,Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",diane.mowry@equitable.com,,Salesforce
11011919,Inactive Investor,Edward Parks,Vice President,"Raymond James & Associates, Inc. Mableton GA Private Residence",edward.parks@raymondjames.com,,Salesforce
10615870,,Ashleigh Hamrick,,,ahamrick@williamblair.com,,List Import
10766303,Inactive Investor,Stephanie Stathos,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,stephanie.stathos@morganstanley.com,,Salesforce
11033313,Inactive Investor,Daniel Galluzzo,Financial Consultant,LPL Financial LLC Brooklyn NY 265 86th St,daniel.galluzzo@lpl.com,,Salesforce
10801450,Inactive Investor,Gerald Townsend,Chief Executive Officer;President;Regulatory Contact,Townsend Asset Management Corp. Raleigh NC 5120 Bur Oak Cir,gerald@assetmgr.com,,Salesforce
10796755,Inactive Investor,Beverly Surratt,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",beverly.surratt@wellsfargoadvisors.com,,Salesforce
199673,,Edward Foehl,,[Unknown],edfoehl@hotmail.com,,source
11067117,Inactive Investor,Marco Alvarez,,"Farmers Financial Solutions, LLC Chula Vista CA 3450 Bonita Rd",malvarez4@farmersagent.com,,Salesforce
10967741,Inactive Investor,Derek Loeser,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10953379,Inactive Investor,Lisa Fischer,,Fidelity Brokerage Services LLC,,,Salesforce
11133022,Inactive Investor,Esrat Mohasin,,J.P. Morgan Securities LLC Oakdale NY 861 Montauk Hwy,esrat.mohasin@jpmorgan.com,,Salesforce
10991157,Inactive Investor,Zachary Jenkins,Investment Advisor Representative,"Delta Investment Management, LLC Greenville SC 113 Whitsett St",zachary@deltaim.com,,Salesforce
374823,,Gordon Robinson,,Royal Alliance OSJ Tulsa,gordon@idtulsa.com,,Salesforce
9627649,,Russel Curtis,,,rcurtisconsulting@gmail.com,,List import
9620360,,Pongsapak Sipratak,,,cisg3smm@gmail.com,,List import
10885777,Inactive Investor,Joshua Keyes,Financial Advisor,LPL Financial LLC Jacksonville FL 76 S Laura St,joshua.keyes@lpl.com,,Salesforce
10811984,Inactive Investor,Alison Wharton,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,alison.wharton@morganstanley.com,,Salesforce
11118774,Inactive Investor,Daniela Perez,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,dperez07@ft.newyorklife.com,,Salesforce
10910434,Inactive Investor,Jennifer Sharp,,"Osaic Wealth, Inc. Greenville SC Private Residence",,,Salesforce
9632441,,CESAR LOPEZ,,,cqlopez@gmail.com,,List import
11060318,Inactive Investor,Mael Glennon,Financial Advisor,Edward Jones Wheeling WV 1078 E Bethlehem Blvd,mael.glennon@edwardjones.com,,Salesforce
11202152,Inactive Investor,James Murphy,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",james.m.murphy@ampf.com,,Salesforce
9604740,,Lyle Weintraub,,,lyleweintraub@gmail.com,,List import
244953,,Donald Gentile,,"Putnam Investment Management, Llc",donald_gentile@putnam.com,16177600575,Manual List Upload
11100743,Inactive Investor,Kelcey Cochran,,"Raymond James Financial Services, Inc. Chattanooga TN 240 Forest Ave",kelcey.cochran@raymondjames.com,,Salesforce
10755658,Inactive Investor,Patrick Casey,Compliance Manager;Vice President,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",patrick.casey@wellsfargoadvisors.com,,Salesforce
10844879,Inactive Investor,John Mulvey,,Purshe Kaplan Sterling Investments,jmulvey@pksinvest.com,,Salesforce
10994632,,[Unknown],,,northstar@nfai.com,,Web Form Fillout
10930642,Inactive Investor,Marcia Bice,,"Osaic Wealth, Inc. Roseville CA 508 Gibson Dr",,,Salesforce
11013864,Inactive Investor,Brock Hewitt,,"Cambridge Investment Research, Inc. Telford PA 199 Telford Pike",,,Salesforce
11048410,Inactive Investor,Sandra Ornelas,,"Allstate Financial Services, LLC Walnut CA 20687 Amar Rd",sandraornelas@allstate.com,,Salesforce
10933326,Inactive Investor,Mario Ramirez,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
11100748,Inactive Investor,Li Sun,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",li.sun@ml.com,,Salesforce
9568398,,Gamal Kareem,,,gkareem@financialguide.com,,List import
11098297,Inactive Investor,Paul Jurik,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,paul.jurik@primerica.com,,Salesforce
11132273,Inactive Investor,Zoriy Reznikov,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,zoriy.reznikov@fidelity.com,,Salesforce
10959599,Inactive Investor,Christine Ehland,,"Raymond James & Associates, Inc.",christine.ehland@raymondjames.com,,Salesforce
11234541,Inactive Investor,Shaye Efunnuga,Director - Investments;Vice President,Morgan Stanley Conshohocken PA 100 Front St,shaye.efunnuga@morganstanley.com,,Salesforce
11125600,Inactive Investor,Laura Hall,Assistant Vice President;Wealth Management Associate,Morgan Stanley Buffalo NY 50 Fountain Plz,laura.hall@morganstanley.com,,Salesforce
221905,,Kevin Bonafide,,[Unknown],kbonafide@gmail.com,,Direct
11172304,Inactive Investor,Aubrey Sharfman,Executive Director;Financial Advisor;Sports and Entertainment Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",,,Salesforce
9632680,,Fennie Wang,,,fennie@dionysuslabs.com,,List import
11118756,Inactive Investor,Mary Pettit,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",,,Salesforce
11036340,Inactive Investor,Dom Rodriguez,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,domrodriguez@ft.newyorklife.com,,Salesforce
11060474,Inactive Investor,Olivia Cross,Associate,Edward Jones Kansas City MO 603 East St,olivia.cross@edwardjones.com,,Salesforce
10821684,Inactive Investor,Richard Seeger,Chief Compliance Officer;Investment Advisor;President,"R. Seeger Wealth Management, Ltd",,,Salesforce
9569068,,daniel askari,,,askaridani175@gmail.com,,List import
11169482,Inactive Investor,Robert Crowell,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,robert.crowell@jpmorgan.com,,Salesforce
11201047,Inactive Investor,Arvin Bogaards,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fairfield IA 106 N 28th St",arvin.l.bogaards@ampf.com,,Salesforce
11028304,Inactive Investor,Seth Weingarten,,"Raymond James Financial Services, Inc. Anchorage AK 911 W 8th Ave",seth.weingarten@raymondjames.com,,Salesforce
34891,,Tyler Hirschkorn,Financial Advisor,Thrivent Investment Management Inc.,tyler.hirschkorn@thrivent.com,559-323-9226,
9567198,,Cameron Koplik,,,ckoplik@financialguide.com,,List import
11230860,Inactive Investor,Nichele-Jane Alfaro,,LPL Financial LLC San Diego CA 4707 Executive Dr,jane.alfaro@lpl.com,,Salesforce
11052923,Inactive Investor,Noel Kellert,,"MML Investors Services, LLC Fort Lauderdale FL 2409 N Atlantic Blvd",nkellert@financialguide.com,,Salesforce
11099199,Inactive Investor,Deborah Sopher,,Trek Financial Bellaire TX 4545 Bissonnet St,,,Salesforce
10906103,Inactive Investor,Brian Music,,Cetera Advisor Networks LLC Huntington WV 5505 US Rte 60,,,Salesforce
128095,,Benjamin Bender,,"Cwm, Llc",bbender@carsoninstitutional.com,,
11114601,Inactive Investor,Maroun Mansour,,"Alexander Capital, L.P.",mmansour@alexandercapitallp.com,,Salesforce
10904116,Inactive Investor,Ryan Aylor,Financial Advisor,Edward Jones McKinney TX 3721 S Stonebridge Dr,ryan.aylor@edwardjones.com,,Salesforce
10755175,Inactive Investor,Amy Eubanks,Financial Advisor,Morgan Stanley Jackson TN 1382 Union University Dr,amy.reid@morganstanley.com,,Salesforce
11075375,Inactive Investor,Philip Wannenmacher,,"Raymond James Financial Services, Inc. Springfield MO 1525 E Republic Rd",philip.wannenmacher@raymondjames.com,,Salesforce
11158859,Inactive Investor,James Cale,Financial Advisor;Senior Vice President,Morgan Stanley Newport News VA 701 Town Center Dr,james.h.cale@morganstanley.com,,Salesforce
10985398,Inactive Investor,David Humes,,LPL Financial LLC Indianapolis IN 10072 Graceful Landing Dr,dave.humes@lpl.com,,Salesforce
9618466,,David Fischel,,,dfischel@dafnacapital.com,,List import
143137,,Mark Sanchez,,USAA Investment Services Company,mark.sanchez@usaa.com,210-498-0226,
10778363,Inactive Investor,Terrence McCreanor,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Marco Island FL 914 Park Ave",terrence.mccreanor@ampf.com,,Salesforce
10860906,Inactive Investor,Dennis Cozen,,"Avantax Investment Services, Inc. Los Angeles CA Private Residence",cozend1@myavantax.com,,Salesforce
235868,, -,,[[Unknown]],nhat.nh2003@gmail.com,,
11140862,Inactive Investor,Lir Vuciterna,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",lir.vuciterna@ml.com,,Salesforce
9562806,,Avishek Dasgupta,,,avishekdasgupta@gmail.com,,List import
218844,,E Ng,,[Unknown],eugeneee.ng@gmail.com,,source
11234411,Inactive Investor,Thaddeus Dziuba,,"Lion Street Financial, LLC Quincy MA 1 Pine Hill Dr",tdziuba@lionstreet.com,,Salesforce
9577985,,Justin Pyle,,,justinpyle@financialguide.com,,List import
11086881,Inactive Investor,Lawrence Frommer,,Cetera Advisor Networks LLC Farmington MI 31864 Northwestern Hwy,,,Salesforce
11177800,Inactive Investor,Larry Crosthwaite,,"Benjamin F. Edwards & Company, Inc. Lexington KY 771 Corporate Dr",larry.crosthwaite@benjaminfedwards.com,,Salesforce
10611212,,Coral Edmonds,Financial Advisor,,coral.edmonds@ampf.com,,List Import
10832883,Inactive Investor,Gary Hamant,Financial Advisor;Senior Vice President,PNC Investments Cincinnati OH 9650 Colerain Ave,gary.hamant@pnc.com,,Salesforce
11029083,Inactive Investor,Svetlana Serebnitskaya,,"Farmers Financial Solutions, LLC Walnut Creek CA 1700 Ygnacio Valley Rd",sserebnitskaya@farmersagent.com,,Salesforce
11143372,Inactive Investor,Larson Bennett,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
336266,,Martin Lebwohl,Co-general Counsel,"D. E. Shaw & Co., L.p.",martin.lebwohl@deshaw.com,212-478-0000,Manual List Upload
345182,,Brooke Rockey,"Secretary, Director","Creative Financial Designs, Inc.",brooke.rockey@cfdinvestments.com,765-453-9600,Manual List Upload
10885861,Inactive Investor,Brooke Reeb,Executive Director;Vice President,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,brooke.reeb@jpmorgan.com,,Salesforce
10879743,Inactive Investor,Jennifer Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",,,Salesforce
11071976,Inactive Investor,Christopher Molta,,J.P. Morgan Securities LLC Boston MA 425 Washington St,christopher.molta@jpmorgan.com,,Salesforce
11159837,Inactive Investor,Dan Loose,Financial Advisor,"Medicus Wealth Planning, Inc.",dan@medicuswp.com,,Salesforce
10944210,Inactive Investor,Sunandan Clerk,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,Dhamma Capital,sclerk@dhammacapital.com,,Salesforce
10829457,Inactive Investor,Kevin McDevitt,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,kevin.mcdevitt@ubs.com,,Salesforce
9579351,,Christine Winslow,,,cwinslow@corriganfinancialinc.com,,List import
11060309,Inactive Investor,Jace Hale,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10827763,Inactive Investor,Kenneth Lemonte,,NYLIFE Securities LLC Seven Hills OH Private Residence,krlemonte@ft.newyorklife.com,,Salesforce
10662106,,Andrew Nelson,,,dnelson@ptam.com,,List Import
9628234,,Chris Simopoulos,,,cnsimopoulos@icloud.com,,List import
10798083,Inactive Investor,Dennis Colavito,,Purshe Kaplan Sterling Investments Rensselaer NY Private Residence,dcolavito@pksinvest.com,,Salesforce
11134871,Inactive Investor,Kevin Cassidy,,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",kevin.cassidy@rbc.com,,Salesforce
6191350,,Yu Po,,,gmuk506@gmail.com,,Web Form Fillout
10762512,Inactive Investor,Brian Dennis,Financial Consultant,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",brian.dennis@wellsfargoadvisors.com,,Salesforce
350494,,Bill Hampton,Financial Consultant,"Lesko Securities, Inc.",bhampton@leskofinancial.com,607-724-2421,Manual List Upload
11028209,Inactive Investor,Esther Wald,,J.P. Morgan Securities LLC Orlando FL 13824 Narcoossee Rd,esther.wald@jpmorgan.com,,Salesforce
10823264,Inactive Investor,Larry Beltramo,Chief Compliance Officer;President,Beltramo Financial Services Inc.,,,Salesforce
10872514,Inactive Investor,Thomas Lukic,Chief Compliance Officer;Founding Partner;Managing Member;President,"Sandpiper Capital, LLC",tomlukic@sandpiper-capital.com,,Salesforce
11195568,Inactive Investor,Patrick Boria,President,"Cambridge Investment Research, Inc. Wayzata MN Private Residence",patrick@boriawealth.com,,Salesforce
11133819,Inactive Investor,Jonathan Lindburg,,NYLIFE Securities LLC Missoula MT 2409 Dearborn Ave,jlindburg@ft.newyorklife.com,,Salesforce
11045372,Inactive Investor,Devon Lehman,,"Osaic Wealth, Inc. Topeka IN 315 Lehman Ave",,,Salesforce
11101457,Inactive Investor,Richard Davis,,"Osaic Wealth, Inc. Eatontown NJ 12 Christopher Way",,,Salesforce
11042199,Inactive Investor,Alan Keil,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
11117145,Inactive Investor,Clarke Arline,District Leader,PFS Investments Inc. Elmsford NY 570 Taxter Rd,clarke.arline@primerica.com,,Salesforce
9582171,,Geraldine Blair,,,gerblr@yahoo.com,,List import
6117120,,Lorrent Brown,,,layonax694@usharer.com,,Web Form Fillout
11022443,Inactive Investor,Sydney Pare,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
10967524,Inactive Investor,Natalie Wilson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11136043,Inactive Investor,John Whalen,,Commonwealth Financial Network Honolulu HI 1001 Bishop St,jwhalen@commonwealth.com,,Salesforce
11084448,Inactive Investor,Amy Rubin,Vice President,Carlyle Wealth Planning,amy@carlylewealth.com,,Salesforce
11176167,Inactive Investor,Jose Ramirez M,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Habra CA 200 E La Habra Blvd",jose.d.ramirez@ml.com,,Salesforce
10894802,Inactive Investor,Ryan Fuxa,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10644691,,Lori Hilton-White,,,lori.e.hiltonwhite@jpmorgan.com,,List Import
10926714,Inactive Investor,James Buckley,Chief Compliance Officer;Managing Member,Buckley Financial Group,,,Salesforce
10801301,Inactive Investor,Sridhar Yarlagadda,Financial Advisor;Managing Director - Investments;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",sridhar.yarlagadda@wellsfargoadvisors.com,,Salesforce
10794377,Inactive Investor,Rebecca Hellman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
9641560,,Greg Sharp,,,greg@sharptaxservice.com,,List import
245874,,Not Provided,Policy Advisor,Office of Senator Bill Cassidy,jacob_parker@cassidy.senate.gov,,Manual List Upload
9592461,,Grant Wilson,,,gwilson@tdpfund.com,,List import
9573386,,David Huynh,,,dhuynh@gghc.com,,List import
11126227,Inactive Investor,Ryan Frazier,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ryan.p.frazier@jpmorgan.com,,Salesforce
10866933,Inactive Investor,Eric Schmid,Chief Compliance Officer;Financial Planner;Partner,Ted Buchan & Company,eric@tedbuchan.com,,Salesforce
11166035,Inactive Investor,Robert Levy,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,robert.levy@ubs.com,,Salesforce
11085562,Inactive Investor,Jolene Abney,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",jolene.abney@ml.com,,Salesforce
10772464,Inactive Investor,Lawrence Hoskins,,"Raymond James Financial Services, Inc. Vancouver WA 201 NE Park Plaza Dr",jett.hoskins@raymondjames.com,,Salesforce
11217902,,Lyndsey Toce,,,lyndsey.toce@jpmorgan.com,,List Import
9543435,,Stephan McLaughlin,,,stephan.investor@gmail.com,,List import
10301,,Joel Young,,Self employed,joelyoung1977@yahoo.com,8608789401,Paid Search
10891822,Inactive Investor,Thomas Kerwin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10814556,Inactive Investor,James Kaercher,,"Osaic Wealth, Inc. Miami FL 7721 SW 62nd Ave",jkaercher@osaicwealth.com,,Salesforce
10858120,Inactive Investor,Barbara Budny,,Commonwealth Financial Network Englewood CO 6143 S Willow Dr,bbudny@commonwealth.com,,Salesforce
11164310,Inactive Investor,Jacob Young,,LPL Financial LLC Buffalo NY 788 Tonawanda St,,,Salesforce
238643,,lucas@aerovexsystems.com Weaver,,[Unknown],lucas@aerovexsystems.com,,Direct
11061276,Inactive Investor,Elizabeth Mitcham,,"Cambridge Investment Research, Inc. Pell City AL 1000 Forrest Pl",,,Salesforce
9594640,,Roger Baranovic,,,rbaranovic@financialengines.com,,List import
5194910,,Gilson Santos Pereira,,,sinho36@yahoo.com,,Web Form Fillout
10846870,Inactive Investor,Shawn Vorrath,,State Farm VP Management Corp. Vancouver WA 8101 NE Pkwy Dr,,,Salesforce
11205943,Inactive Investor,Brett Palmquist,,"Raymond James Financial Services, Inc. Hillsboro OR 5860 NE Cornell Rd",brett.palmquist@raymondjames.com,,Salesforce
11260912,Inactive Investor,Rudy Miramontes,,"Allstate Financial Services, LLC Roseville CA 1050 Opportunity Dr",,,Salesforce
11150451,Inactive Investor,Michelle Monsivais,,Country Capital Management Company Beaverton OR 4905 SW Griffith Dr,michelle.monsivais@countryfinancial.com,,Salesforce
9644874,,Krystina June,,,krystinajune@gmail.com,,List import
188050,,James Fredrikson,Senior Vice President,"Fifth Third Securities, Inc.",james.fredrikson@53.com,312-704-4163,
11223090,,Burton Malkiel,,,burt@wealthfront.com,,List Import
11065457,Inactive Investor,Arnez Rodriguez,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11149438,Inactive Investor,Jennifer Pals,Coordinator,"Raymond James & Associates, Inc. Sioux Falls SD 5800 S Remington Pl",jenny.pals@raymondjames.com,,Salesforce
10825678,Inactive Investor,Edward Lopes,,NYLIFE Securities LLC Fair Oaks CA Private Residence,elopes@ft.newyorklife.com,,Salesforce
6773665,,chann ramorn,,,stevenwashin902@gmail.com,,Web Form Fillout
10912525,Inactive Investor,Derek Moffatt,,"Strategic Financial Concepts, LLC Fort Worth TX 425 Houston St",dmoffatt@sfcria.com,,Salesforce
10850740,Inactive Investor,Sanjay Benegal,Private Banker,Citigroup Global Markets Inc.,sanjay.benegal@citigroup.com,,Salesforce
10866384,Inactive Investor,John Doyle,,NYLIFE Securities LLC Reading MA Private Residence,jdoyle@ft.newyorklife.com,,Salesforce
10918552,Inactive Investor,Lance Burnside,Financial Advisor,Edward Jones Shawnee KS 10820 Shawnee Mission Pkwy,lance.burnside@edwardjones.com,,Salesforce
11202734,Inactive Investor,Althea Anderson,,PFS Investments Inc. Mount Vernon NY 105 Stevens Ave,althea.anderson@primerica.com,,Salesforce
11190992,Inactive Investor,Evan Rose,Chief Compliance Officer;Chief Executive Officer;President,Alaska Wealth Advisors Anchorage AK 900 W 5th Ave,evan@apcm.net,,Salesforce
11068736,Inactive Investor,Melinda Runge,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
348452,,Bernard Buonanno,Managing Director,"Nautic Partners, Llc",bbuonanno@nautic.com,401-278-6770,Manual List Upload
243728,,Cullen Roche,Founder and Chief Investment Officer,Discipline Funds,cullenroche@disciplinefunds.com,,Manual List Upload
230035,, -,,[[Unknown]],qq342092159@icloud.com,,
9579419,,Mark Paccione,,,mark.paccione@curicapital.com,,List import
10901009,Inactive Investor,Chelsea Wagers,Private Client Advisor,J.P. Morgan Securities LLC Orland Park IL 15630 S Harlem Ave,chelsea.wagers@jpmorgan.com,,Salesforce
11156133,Inactive Investor,Christopher Hooper,Financial Advisor,Edward Jones Schulenburg TX 602 Lyons Ave,c.hooper@edwardjones.com,,Salesforce
11075729,Inactive Investor,Sean Blackwell,,"Intercoastal Capital Markets, Inc. Boonton NJ 239 Myrtle Ave",,,Salesforce
11219647,,Timothy Kimmel,,,kimmelt@ceteranetworks.com,,Other
342622,,Lisa Floyd,Co Member Manager,Floyd Financial Group Llc,lisa@floydfinancialgroup.com,417-889-7233,Manual List Upload
248850,,KARIM CHAHAL,FINANCIAL ADVISOR,IG WEALTH MANAGEMENT,kchahal@thechahalgroup.com,,Manual List Upload
182383,,Sandesh Pandhare,,[Unknown],sandesh.pandhare@gmail.com,,
9595912,,Lance Moreland,,,lmoreland@wealthenhancement.com,,List import
10613500,,James Clark,"Financial Advisor, Senior Vice President - Wealth Management",,james.clark@ubs.com,,List Import
10881667,Inactive Investor,Kris Bosley,,MWA Financial Services Inc. Amarillo TX 6601 W Interstate 40,kris.l.bosley@mwarep.org,,Salesforce
11107776,Inactive Investor,David Pung,Wealth Advisor,Lions Wealth Management Chisago City MN Private Residence,david@lionswealth.com,,Salesforce
11134630,Inactive Investor,Chunhua Xin,,PFS Investments Inc. Princeton Junction NJ 186 Princeton Hightstown Rd,cxin@primerica.com,,Salesforce
11029939,Inactive Investor,Louis Iozzi,Financial Advisor,Edward Jones Chester NJ 245 Main St,louis.iozzi@edwardjones.com,,Salesforce
11021446,Inactive Investor,Dalton Stockton,Financial Advisor;Financial Representative,"Principal Securities, Inc. Florissant MO Private Residence",stockton.dalton@principal.com,,Salesforce
10858515,Inactive Investor,Donald Robinson,Chief Executive Officer;Chief Investment Officer;Regulatory Contact,OAR Financial Wayne PA 900 W Valley Rd,drobinson@palladiem.com,,Salesforce
10802092,Inactive Investor,Vinita Paul,Chief Compliance Officer;General Counsel;Legal Counsel;Secretary;Vice President,"Heartland Advisors, Inc.",vpaul@heartlandfunds.com,,Salesforce
10837479,Inactive Investor,Eric Beerensson,Financial Advisor,LPL Financial LLC Melbourne Beach FL 301 Ocean Ave,eric.beerensson@lpl.com,,Salesforce
11087415,Inactive Investor,Richard Tartarini,Financial Advisor,LPL Financial LLC Lynnfield MA 220 Broadway,richard.tartarini@lpl.com,,Salesforce
10826302,Inactive Investor,Alexander Salazar,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Melbourne FL 6905 N Wickham Rd,alexander.salazar@ubs.com,,Salesforce
10851527,Inactive Investor,Garrett Freitag,Financial Advisor,LPL Financial LLC Osseo MN 7224 Forestview Ln N,garrett.freitag@lpl.com,,Salesforce
10876285,Inactive Investor,Cooper Michaelis,,Vanguard Marketing Corporation,cooper_michaelis@vanguard.com,,Salesforce
11025334,Inactive Investor,Susan Ellena,,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",susan.ellena@wfafinet.com,,Salesforce
9571422,,Jonathon Berliner,,,berliner.akamai.trading@gmail.com,,List import
10941048,Inactive Investor,Kimberly Bahrmasel,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kimberly.bahrmasel@jpmorgan.com,,Salesforce
10885240,Inactive Investor,Benjamin Proctor,Life Services Relationship Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",benjamin.proctor@ml.com,,Salesforce
10923914,Inactive Investor,Gregory Corey,Financial Advisor,"Ameriprise Financial Services, LLC Lincolnshire IL 1 Overlook Pt",gregory.corey@ampf.com,,Salesforce
10909383,Inactive Investor,Homer Braden,Financial Advisor,"Osaic Wealth, Inc. Sun Prairie WI 707 Lois Dr",,,Salesforce
10929170,Inactive Investor,Russell Padgett,,"Allstate Financial Services, LLC Aiken SC 1749 Whiskey Rd",rpadgett@allstate.com,,Salesforce
10813340,Inactive Investor,Conrad Cook,Financial Advisor,LPL Financial LLC Birmingham AL 246 Inverness Center Dr,c.cook@lpl.com,,Salesforce
10882328,Inactive Investor,Ryan Saunders,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,ryan.saunders@morganstanley.com,,Salesforce
11211971,Inactive Investor,Robert Niemi,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10839274,Inactive Investor,Stephen Bartilucci,,J.P. Morgan Securities LLC Hopewell Junction NY 817 State Rte 82,stephen.x.bartilucci@chase.com,,Salesforce
10926197,Inactive Investor,Maryanna Gilmer,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Charlottesville VA 675 Peter Jefferson Pkwy",maryanna.l.gilmer@ampf.com,,Salesforce
10916381,Inactive Investor,Megan Ranjel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11230872,Inactive Investor,Michael Gilbert,,LPL Financial LLC Indianapolis IN 8335 Allison Pointe Trl,,,Salesforce
10810331,Inactive Investor,Robert Cormier,Corporate Retirement Director;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Boston MA 28 State St,robert.g.cormier@morganstanley.com,,Salesforce
9542864,,Brooke Bordner,,,brooke.bordner@uboc.com,,List import
10969245,Inactive Investor,Yu Chang,,Cetera Investment Services LLC Westmont IL 665 Pasquinelli Dr,lynn.chang@ceterais.com,,Salesforce
339581,,Mark Sigona,"Executive Vice President, COO",Signature Securities Group Corp.,msigona@signatureny.com,646-822-1475,Manual List Upload
9613076,,Tyson Huebner,,,tyson.huebner@heitman.com,,List import
11130083,Inactive Investor,Kellie Aiello,Chief Compliance Officer;Director - Administration;Vice President,NBW Capital LLC Boston MA 101 Federal St,kaiello@taylorinvestments.com,,Salesforce
352852,,Tomas Villar,Director,Solvant Capital,tomasvillar88@gmail.com,,Event
9557216,,Marvin Baysa,,,marvin.baysa@valic.com,,List import
9557555,,Dustin Voag,,,dvoag@massmutual.com,,List import
11139219,Inactive Investor,John Corsi,Financial Advisor,"Ameriprise Financial Services, LLC Ithaca NY 950 Danby Rd",john.m.corsi@ampf.com,,Salesforce
9580358,,Daniel Fawcett,,,dan2012@outlook.com,,List import
10828982,Inactive Investor,Samantha Dahms,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,samantha.teegarden@fidelity.com,,Salesforce
11058534,Inactive Investor,Jennifer Mac Kerchar,Associate Financial Advisor;Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Plymouth Meeting PA 27 E Germantown Pike",jennifer.l.mackerchar@ampf.com,,Salesforce
1004182,Inactive Investor,Brooke Stoddard,,Brooke C. Stoddard,stoddardbc@gmail.com,,3rd Party Lead Gen
11018044,Inactive Investor,Joshua Harris,,Mutual of America Securities LLC Alexandria VA 2000 Duke St,joshua.harris@mutualofamerica.com,,Salesforce
11175867,Inactive Investor,Christina Tilson,,"First Citizens Investor Services, Inc. Monroe NC 111 E Jefferson St",christina.tilson@firstcitizens.com,,Salesforce
10937772,Inactive Investor,Cole Jannusch,,"Farmers Financial Solutions, LLC Astoria OR 1007 Marine Dr",,,Salesforce
10812575,Inactive Investor,Elizabeth Yost,Financial Advisor,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",elizabeth.yost@prudential.com,,Salesforce
10836799,Inactive Investor,Matthew Greer,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",matthew.s.greer@ampf.com,,Salesforce
11032286,Inactive Investor,Sheryl Funke,,"Empower Financial Services, Inc Wauwatosa WI Private Residence",sheryl.funke@empower.com,,Salesforce
9543524,,Risca Chintya,,,chintyarisca@gmail.com,,List import
11104570,Inactive Investor,Blake Parisi,Chief Compliance Officer;Owner,Parisi Capital,,,Salesforce
10928472,Inactive Investor,Mikael Walden,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9631672,,Douglas Smith,,,douglas.a.smith.chi@gmail.com,,List import
9584014,,Ame McCullin,,,ame.mccullin@suntrust.com,,List import
9600306,,Joseph Maker,,,jmaker@waldronpw.com,,List import
11076864,Inactive Investor,Joel Ochoa,,"Horace Mann Investors, Inc. McAllen TX 713 N Ware Rd",joel.ochoa@horacemann.com,,Salesforce
10773033,Inactive Investor,Guy Paredes,Executive Vice President,"Rockdale Financial Services, Inc.",guy@rockassets.com,,Salesforce
9593960,,Michael Shin,,,mshin@evokeadvisors.com,,List import
11220474,,Karina Dahilig,,,kdahilig@seic.com,,Other
11126588,Inactive Investor,Joseph Dailey,,State Farm VP Management Corp. Norwood PA 201 Chester Pike,josephdailey@statefarm.com,,Salesforce
10752576,Inactive Investor,Wayne Card,,UBS Financial Services Inc. New Haven CT 265 Church St,wayne.e.card@ubs.com,,Salesforce
10951891,Inactive Investor,Ryan Call,,"Equitable Advisors, LLC Irvine CA 2050 Main St",ryan.call@equitable.com,,Salesforce
11076116,Inactive Investor,Bavneet Makkar,Financial Advisor,"Charles Schwab & Co., Inc. Pittsburgh PA 136 15th St",,,Salesforce
10850353,Inactive Investor,John Robb,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",john.robb@tiaa-cref.org,,Salesforce
9550816,,Adam Hall,,,ahall@paloma.com,,List import
202666,,Lauren Miller,,[Unknown],lauren.miller@gemini.com,,
10976333,Inactive Investor,Michael Severson,,State Farm VP Management Corp. Tucson AZ 5475 S Calle Santa Cruz,,,Salesforce
11066515,Inactive Investor,Natalie Wynter,Investment Consultant,"Charles Schwab & Co., Inc. Fort Lauderdale FL 500 E Broward Blvd",natalie.wynter@schwab.com,,Salesforce
11075126,Inactive Investor,Joseph Gaviola,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",joseph.gaviola@ml.com,,Salesforce
10798979,Inactive Investor,Harold Niquette,,PFS Investments Inc. Denver CO 9725 E Hampden Ave,harold.niquette@primerica.com,,Salesforce
11206816,Inactive Investor,Kaysi Whelan,,NYLIFE Securities LLC Beaverton OR 4900 SW Griffith Dr,klwhelan@ft.newyorklife.com,,Salesforce
11163294,Inactive Investor,Anatol Maxwell,Financial Advisor,LPL Financial LLC Wilmington DE 501 Silverside Rd,tony.maxwell@lpl.com,,Salesforce
11099567,Inactive Investor,William Logan,Financial Advisor,"Valeo Financial Advisors, LLC",wlogan@valeofinancial.com,,Salesforce
11025465,Inactive Investor,Sarah Schmitz,,"U.S. Bancorp Investments, Inc. Sidney OH 115 E Court St",sarah.schmitz1@usbank.com,,Salesforce
238755,,spotkanski@gmail.com Potkanski,,[Unknown],spotkanski@gmail.com,,
10940041,Inactive Investor,Sarah Fernandez,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9650659,,Bryan Thompson,,,staceythompson41721@gmail.com,,Web Form Fillout
9565619,,don stanton,,,don.stanton@ms.com,,List import
10801076,Inactive Investor,Phillip Jones,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",phillip_jones@ml.com,,Salesforce
11123533,Inactive Investor,Frank Ratini,Director - Business Strategy,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",frank.p.ratini@nm.com,,Salesforce
9589584,,Gregory Montalbano,,,gm@iorthomd.com,,List import
11148870,Inactive Investor,Michael Larrea,,"BCI Securities, Inc.",mlarrea@bcisecurities.com,,Salesforce
9551562,,Trinette Campbell,,,guidemealways@gmail.com,,List import
7553257,,Larry Smith,,,mafig65382@hrisland.com,,Web Form Fillout
10926163,Inactive Investor,Paula Helms,,"Osaic Wealth, Inc. Frontenac KS 405 E McKay St",,,Salesforce
11016932,Inactive Investor,Timothy Orth,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated,torth@rwbaird.com,,Salesforce
10839233,Inactive Investor,Frank McNamara,Financial Consultant,LPL Financial LLC West Roxbury MA 1920 Centre St,frank.mcnamara@lpl.com,,Salesforce
10985774,Inactive Investor,Kamal Alshihabi,,J.P. Morgan Securities LLC Austin TX 4601 N Lamar Blvd,kamal.alshihabi@jpmorgan.com,,Salesforce
11086899,Inactive Investor,Ian Elson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10905113,Inactive Investor,Taunya Villicana,Financial Advisor,LPL Financial LLC Tucson AZ 7790 N Oracle Rd,taunya.kvillicana@lpl.com,,Salesforce
9625124,,tom yang,,,yangxin325@qq.com,,List import
11057650,Inactive Investor,Timothy Stewart,Financial Advisor,Edward Jones Crestview FL 101 4th Ave,tim.stewart@edwardjones.com,,Salesforce
11044818,Inactive Investor,Jeffery Stein,,Cetera Advisor Networks LLC Minneapolis MN 1600 Utica Ave S,,,Salesforce
10900458,Inactive Investor,Kevin Galbraith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kc.galbraith@fmr.com,,Salesforce
9550798,,Jared Golub,,,jared@marblegate.com,,List import
11053632,Inactive Investor,Michael Demski,Investment Executive,"Flaharty Asset Management, LLC",mdemski@flahartyllc.com,,Salesforce
11122606,Inactive Investor,Gary Gray,Financial Advisor,Edward Jones Herrin IL 921 S Park Ave,,,Salesforce
10810495,Inactive Investor,Steven Czeh,,"Avantax Investment Services, Inc. Roseau MN 102 2nd St SE",,,Salesforce
11169297,Inactive Investor,Jayme Burk,Account Vice President;Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,jayme.kravitz@ubs.com,,Salesforce
1003501,Inactive Investor,Sydney Armani,,Fintech World,armani@fintechworld.com,917-477-7824,3rd Party Lead Gen
11104164,Inactive Investor,Pravita Diaram Ramtahal,,J.P. Morgan Securities LLC The Villages FL 2335 Parr Dr,pravita.diaram@chase.com,,Salesforce
9580394,,Meet Paul,,,paul.wick@intellicents.com,,List import
226750,,Oscar -,,[[Unknown]],oavatare@hotmail.com,,Initial Salesforce Import
10971060,Inactive Investor,Alex Hansen,Investment Advisor Representative,"Arrien Investments, Inc.",,,Salesforce
11003339,Inactive Investor,Paul Roman,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
226114,, -,,[[Unknown]],carney0311@gmail.com,,Initial Salesforce Import
10890757,Inactive Investor,Derringer Huff,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10842434,Inactive Investor,Robert Mennona,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",robert.mennona@ampf.com,,Salesforce
11013036,Inactive Investor,Connor Dye,Financial Advisor,3 Peaks Financial,connor@3peaksfinancial.com,,Salesforce
344514,,Jerry Szilagyi,Managing Member,Alphacentric Advisors Llc,jerry.szilagyi@multifunds.com,787-334-1781,Manual List Upload
10821184,Inactive Investor,Kyle Deraedt,Associate Advisor,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",kyle.deraedt@nm.com,,Salesforce
10647497,,Jacob Provart,,,jprovart@swdgroup.com,,List Import
9607257,,James Hendren,,,jameswhendren@gmail.com,,List import
215788,,Brandon Martinez,,Personal,docmartinez76@gmail.com,3176569089,
10894819,Inactive Investor,Aaron Mann,Financial Advisor,Edward Jones Bridgeport WV 212 E Main St,aaron.mann@edwardjones.com,,Salesforce
9604795,,Marysol Picard,,,marysolpicarddecors@gmail.com,,List import
11182203,Inactive Investor,Stacy Langford,Assistant Vice President;Wealth Management Analyst,Morgan Stanley Houston TX 717 Texas St,stacy.langford@morganstanley.com,,Salesforce
342056,,Daphne Dufresne,"Managing Member, executive Officer","Gennx360 Management Company, Llc",ddufresne@gennx360.com,212-257-6782,Manual List Upload
9574609,,Jean Sturges,,,jsturges@gryphonfp.com,,List import
11170023,Inactive Investor,Shruti Kohli,,J.P. Morgan Securities LLC Camarillo CA 5291 Mission Oaks Blvd,sherrie.kohli@jpmorgan.com,,Salesforce
11196917,Inactive Investor,Kevin Smith,,LPL Financial LLC Canonsburg PA 1800 Main St,,,Salesforce
9626559,,Norman Lyons,,,lyonsnor@gmail.com,,List import
10789686,Inactive Investor,Rodolfo Gamboa,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,rodolfo.gamboa@jpmorgan.com,,Salesforce
10825233,Inactive Investor,Brian McGivern,Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",brian.mcgivern@ampf.com,,Salesforce
11232531,Inactive Investor,Hunter Hall,,"MML Investors Services, LLC Lehi UT 2901 W Blue Grass Blvd",,,Salesforce
208322,,Jaewon Park,,[Unknown],j1@d20cap.com,,Organic Search
11077191,Inactive Investor,Frances Worthington,,Cetera Investment Services LLC Charlotte NC 5200 77 Center Dr,fanci.worthington@ceterais.com,,Salesforce
10841534,Inactive Investor,Mark Quayle,President,"Quayle Asset Management, Inc. Salt Lake City UT 136 S Main St",,,Salesforce
9618623,,sean hinze,,,sean.hinze@pimco.com,,List import
11115791,Inactive Investor,David Kidd,,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",david.s.kidd@wellsfargo.com,,Salesforce
9622588,,jialin li,,,57061808@qq.com,,List import
9594763,,Vandad Fartaj,,,vfartaj@gmail.com,,List import
10976133,Inactive Investor,Kenneth Klein,,LPL Financial LLC Newark DE 5 Hunting Ct,ken.klein@lpl.com,,Salesforce
10833521,Inactive Investor,David Mercer,President,"Mercer Asset Management, Inc.",dmercer@mercerasset.com,,Salesforce
10895785,Inactive Investor,Thomas Mein,Financial Advisor,Edward Jones Liberal KS 18 W 3rd St,casey.mein@edwardjones.com,,Salesforce
11091647,Inactive Investor,Eric Seaman,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",eric.seaman@nm.com,,Salesforce
229824,, -,,[[Unknown]],gpstockley@hotmail.com,,
10834438,Inactive Investor,Brian Corcoran,Financial Advisor,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",brian.corcoran@rbc.com,,Salesforce
10647370,,Howard Schuster,,,hschuster@financialguide.com,,List Import
11236469,Inactive Investor,Erin Eddins,Financial Advisor,"Pacific Crest Financial Advisors, LLC",erin@pacificcrestfa.com,,Salesforce
11228757,Inactive Investor,Antonio Ramos,,J.P. Morgan Securities LLC Falmouth ME 241 US Rte 1,antonio.ramos@jpmorgan.com,,Salesforce
10898665,Inactive Investor,Stephen Conwell,,"SEB Securities, Inc.",,,Salesforce
225540,,Kenneth -,,Capital Idea Consultants,ksponagle9@gmail.com,,Initial Salesforce Import
10856861,Inactive Investor,Rebecca Schrumm,,LPL Financial LLC Newburyport MA 7 Prince Pl,rebecca.schrumm@lpl.com,,Salesforce
248963,,McKinley Addy,Vice President,AdTra,mckaddy.adtra.ops.us@att.net,,Manual List Upload
10982710,Inactive Investor,Sonia Mchenry,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10820239,Inactive Investor,James Hoyt,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Ascendant Financial Solutions, Inc.",jd@ascendant-financial.com,,Salesforce
1786520,,Daniel Weinand,,,adubroy@pwlcapital.com,,
10964474,Inactive Investor,Ruminder Dass,,"Wells Fargo Clearing Services, LLC Eureka CA 605 G St",,,Salesforce
22624,,Tien San Lucas,Senior Analyst,"Brasada Capital Management, LP",tien.san-lucas@brasadacapital.com,1-713-630-8396,Database Upload
11019090,Inactive Investor,David Kwak,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,david.kwak@jpmorgan.com,,Salesforce
11234931,Inactive Investor,Thomas Heierli,Chief Compliance Officer;Deputy Chief Executive Officer;Founder;Managing Partner;Principal;Regulatory Contact,"Global Wealth Management, L.C. Saint Gallen Schmiedgasse 28",,,Salesforce
10942894,Inactive Investor,Gregory Laudadio,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",laudadio.gregory@principal.com,,Salesforce
11151506,Inactive Investor,Yolanda Mcleod Terry,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
11164452,Inactive Investor,Michael Gallugi,Chief Compliance Officer;Principal,"Gallugi Wealth Management, LLC",,,Salesforce
11012909,Inactive Investor,Clinton Kelly,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,ckelly00@ft.newyorklife.com,,Salesforce
10807934,Inactive Investor,Alexandra Griffin,Private Wealth Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",alexandra.griffin2@ml.com,,Salesforce
9624907,,Carl Eisenhart,,,goshencnc@gmail.com,,List import
11142691,Inactive Investor,Kurt Muller,Senior Portfolio Specialist,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10979678,Inactive Investor,Edwin Luciano Nicasio,,J.P. Morgan Securities LLC Bronx NY 7 E Burnside Ave,edwin.luciano@chase.com,,Salesforce
10890721,Inactive Investor,Mark Rogozinski,Financial Advisor,Edward Jones Colchester CT 179 Linwood Ave,mark.rogozinski@edwardjones.com,,Salesforce
338132,,Maura Meehan,Office Manager,"Balance Point Capital Advisors, Llc",mmeehan@balancepointcapital.com,203-652-8250,Manual List Upload
10889885,Inactive Investor,Misty Greene,,"RBC Capital Markets, LLC Charleston WV 500 Lee St E",misty.greene@rbc.com,,Salesforce
11229370,Inactive Investor,Oscar Mendez,,William Blair,omendez@williamblair.com,,Salesforce
10985684,Inactive Investor,Kurt Riehl,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,kurt.riehl.f22s@statefarm.com,,Salesforce
10761605,Inactive Investor,John Dawalt,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",john_dawalt@ml.com,,Salesforce
10899271,Inactive Investor,Peter Szklarz,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,peter.szklarz@fmr.com,,Salesforce
11137064,Inactive Investor,Bradley Pyle,Financial Advisor,Edward Jones Plano TX 2500 Dallas Pkwy,brad.pyle@edwardjones.com,,Salesforce
10833632,Inactive Investor,Paul Nouri,Chief Executive Officer;Managing Director;Portfolio Manager,"Noble Advisors, LLC",paul@nobleadvisors.net,,Salesforce
10955974,Inactive Investor,Sean Cimino,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,sean.cimino@jpmorgan.com,,Salesforce
11045872,Inactive Investor,Patricia Metcalf Shermeta,,"Osaic Wealth, Inc. Northampton MA 243 King St",,,Salesforce
11179265,Inactive Investor,Michael Rothfarb,Family Wealth Advisor;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,,,Salesforce
10976124,Inactive Investor,Robert Houle,Financial Services Professional,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",rhoule@financialguide.com,,Salesforce
10984126,Inactive Investor,Misty Tindol,Member,BWB Advisory Group,mtindol@bwb.cpa,,Salesforce
346616,,Stephen Stites,Associate,"Spp Management Services, Llc",sstites@summitparkllc.com,704-654-3400,Manual List Upload
11142114,Inactive Investor,Jacob Nelson,,PFS Investments Inc. Olathe KS 815 S Clairborne Rd,,,Salesforce
9622164,,John Neward Stake,,,jnstake@gmail.com,,List import
11022684,Inactive Investor,Emmanuel Soria Chaparro,,J.P. Morgan Securities LLC Omaha NE 6700 Mercy Rd,,,Salesforce
11015890,Inactive Investor,William Hoff,,"Independent Financial Group, LLC Rice Lake WI 610 W Knapp St",,,Salesforce
10940379,Inactive Investor,Sean O'Brien,,"Osaic Wealth, Inc. Sacramento CA 1610 Arden Way",,,Salesforce
10953881,Inactive Investor,Laura Davis,,"Cypress Capital Advisors, LLC",,,Salesforce
371640,,glenshear22@gmail.com Shear,,[Unknown],glenshear22@gmail.com,,Salesforce
10804818,Inactive Investor,Bret Andrus,,"Hornor, Townsend & Kent, LLC South Jordan UT 10813 S River Front Pkwy",bandrus@htk.com,,Salesforce
10802915,Inactive Investor,Timothy McGraw,Financial Advisor,Edward Jones Boynton Beach FL 4956 Le Chalet Blvd,timothy.mcgraw@edwardjones.com,,Salesforce
7023190,,TUNU Seikh,,,mtunu67@gmail.com,,Web Form Fillout
11090058,Inactive Investor,John Halterman,,"Cambridge Investment Research, Inc. Clarksburg WV 607 E Pike St",,,Salesforce
10953570,Inactive Investor,Austin Pierce,Financial Advisor,Edward Jones Mechanicsville VA 8485 Bell Creek Rd,austin.pierce@edwardjones.com,,Salesforce
9609870,,tom smith,,,tomsmith7@gmail.com,,List import
10877156,Inactive Investor,Stacey Wescoat,Financial Advisor,Morgan Stanley Poplar Bluff MO 1006 W Pine St,stacey.wescoat@morganstanley.com,,Salesforce
11013553,Inactive Investor,Benton Thames,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,bentonthames@statefarm.com,,Salesforce
11055688,Inactive Investor,Margo Arnold,,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,margo_arnold@glic.com,,Salesforce
11164016,Inactive Investor,Joshua Procaccini,,"ValMark Securities, Inc. Plainville MA 72 Taunton St",,,Salesforce
10890938,Inactive Investor,Julie Tauriainen,,"Raymond James Financial Services, Inc. Aptos CA 7735 Soquel Dr",julie.tauriainen@raymondjames.com,,Salesforce
238151,, -,,[[Unknown]],riyazahamed.iam@gmail.com,,
10884131,Inactive Investor,Haihong Sun,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",haihong.sun@transamerica.com,,Salesforce
10831017,Inactive Investor,Robert Rosenhouse,,"Hornor, Townsend & Kent, LLC Montville NJ Private Residence",rrosenhouse@htk.com,,Salesforce
336103,,Michael Chalhub,"Partner, Coo","Palm Beach Capital Management Iii, Llc",mchalhub@pbcap.com,561-659-9022,Manual List Upload
10753625,Inactive Investor,Gabriella Burke,Wealth Management Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,gabriella.burke@morganstanleypwm.com,,Salesforce
9612529,,Edward Wojciechowski,,,ewojciechowski@harrisassoc.com,,List import
10848626,Inactive Investor,Chad Rutar,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10928899,Inactive Investor,Diane Radcliffe,,"Level Four Financial, LLC Stuart FL 33 SW Flagler Ave",dradcliffe@levelfourfinancial.com,,Salesforce
11175097,Inactive Investor,Matthew Lujan,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11149344,Inactive Investor,Kamran Mahmood,,NYLIFE Securities LLC Dublin CA Private Residence,kmahmood@ft.newyorklife.com,,Salesforce
11218922,,Jayne Hill,,,jaynehill@synovus.com,,Other
9541182,,Cedric Ayebare,,,cedricayebare7@gmail.com,,List import
9600316,,Charles Gray,,,cgray@wealthenhancement.com,,List import
11084404,Inactive Investor,Tyler Kanne,Investment Advisor,Convergence Advisory Group,tyler@convergenceplan.com,,Salesforce
11125967,Inactive Investor,Dwayne Snyder,,"Avantax Investment Services, Inc. Nazareth PA 19 S Broad St",,,Salesforce
10818361,Inactive Investor,Santo Agostino,,"Osaic Wealth, Inc. Hartsdale NY 280 N Central Ave",,,Salesforce
9551520,,Brian Dillig,,,bdillig@hightoweradvisors.com,,List import
11005534,Inactive Investor,Marcus Shannon,,PFS Investments Inc. Miami FL 7955 NW 12th St,mshannon@primerica.com,,Salesforce
10829733,Inactive Investor,Alia Davariar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cupertino CA 1 Apple Park Way",alia.davariar@ml.com,,Salesforce
10486479,,Christopher Moyer,Regional Vice President,PFS Investments Inc.,christopher.moyer@primerica.com,,List Import
10895298,Inactive Investor,Bianca Rowland,Associate Financial Advisor;Client Relationship Manager;Marketing Consultant,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",bianca.d.rowland@ampf.com,,Salesforce
1001499,Inactive Investor,Francis Frecentese,,Secondary Investor Emails,fxf.home@outlook.com,,Initial Salesforce Import
9551378,,Brian Garbe,,,brian_garbe@americancentury.com,,List import
11116152,Inactive Investor,Margaret Bluhm,Vice President,Citigroup Global Markets Inc.,margaret.bluhm@citi.com,,Salesforce
11092031,Inactive Investor,Karl Thomason,,"Osaic Wealth, Inc. Brooks GA Private Residence",,,Salesforce
9615479,,Brandon Goldman,,,brandon.goldman@gmail.com,,List import
10778808,Inactive Investor,Edward Blackman,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",eblack@stifel.com,,Salesforce
11199668,Inactive Investor,Valentina Merkulova,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",valentina.merkulova@ml.com,,Salesforce
11230312,Inactive Investor,Angie Mabry-Nauta,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,almabry@ft.newyorklife.com,,Salesforce
10616933,,Flavia Cardozo,,,flavia.fonseca@jpmorgan.com,,List Import
11034032,Inactive Investor,Nadine Armstrong-Blackley,,J.P. Morgan Securities LLC Detroit MI 18203 Fenkell St,nadine.armstrong-blackley@jpmorgan.com,,Salesforce
9577096,,Robert Adams,,,humphbbear@hotmail.com,,List import
10941855,Inactive Investor,Dale Pelletier,,"Patrick Capital Markets, LLC Irvine CA 2338 Scholarship",,,Salesforce
11171828,Inactive Investor,John Carr,,"CapFinancial Securities, LLC.",,,Salesforce
10758874,Inactive Investor,Patrick Doran,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",patrick_c_doran@ml.com,,Salesforce
55583,,Christopher Ehlen,Financial Associate,Thrivent Investment Management Inc.,christopher.ehlen@thrivent.com,320-983-6685,
11168808,Inactive Investor,Luisa Andrade,,Evercore Group L.L.C.,luisa.andrade@evercore.com,,Salesforce
11130696,Inactive Investor,Renato Obando,Associate,J.P. Morgan Securities LLC Elizabeth NJ Private Residence,renato.obando@jpmorgan.com,,Salesforce
10881103,Inactive Investor,Thomas Ferrell,,"Steward Partners Investment Solutions, LLC Jasper AL 102 19th Street E",,,Salesforce
62126,,Joanne Boggs,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",joanne.boggs@transamerica.com,608-742-0994,
11149395,Inactive Investor,Benjamin Eastman,Financial Advisor,Thrivent Investment Management Inc. Virginia MN 8355 Unity Dr,ben.eastman@thrivent.com,,Salesforce
11093040,Inactive Investor,Matthew Hatchel,,State Farm VP Management Corp. Lewis Center OH 8884 Whitney Dr,matthewhatchel@statefarm.com,,Salesforce
11053648,Inactive Investor,Christopher Manci,,LPL Financial LLC Tunkhannock PA 35B E Tioga St,christopher.manci@lpl.com,,Salesforce
335818,,Duncan Rolph,,"Miracle Mile Advisors, Llc",drolph@miraclemileadvisors.com,310-407-2800,
223586,,Shelly Danse,SVP,Carpenter Group,s.danse@carpenternyc.com,,Event
10894980,Inactive Investor,Todd DeMoss,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Omaha NE 13305 Birch Dr",todd.e.demoss@wellsfargo.com,,Salesforce
11085051,Inactive Investor,Frank Banks,Financial Advisor,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,frank.banks@ms.com,,Salesforce
11075452,Inactive Investor,Edwin Watson,Financial Planner;Founder;Wealth Manager,"BCU Wealth Advisors, LLC",ted.watson@bcu.org,,Salesforce
11176000,Inactive Investor,Allison Graham,Client Associate;Financial Advisor Trainee;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",allison.saunders@ml.com,,Salesforce
10840863,Inactive Investor,Nasser Saidi,Member;Partner,CSS Capital Advisory LLC,,,Salesforce
11002600,Inactive Investor,Kevin Tracy,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",kevin.tracy@empower.com,,Salesforce
10805564,Inactive Investor,Nicholas Dickinson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",dickinsn@stifel.com,,Salesforce
10848210,Inactive Investor,David Thomas,Regional Vice President,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,ruf6402@primerica.com,,Salesforce
9579218,,Russell McNamara,,,russell.mcnamara@fidelity.com,,List import
9557559,,Eoin Ross,,,eoin.ross@hotmail.com,,List import
11202406,Inactive Investor,Jonathan Dumas,Co-Owner;Managing Member;Partner,"Dean, Jacobson Financial Services",jonathan@deanjacobson.com,,Salesforce
84410,,Mtungwa Kumalo,,South Africa,mtungwa.kumalo@gmail.com,,
10615099,,Carmen Torruella,Financial Advisor,,carmen.torruella@morganstanley.com,,List Import
11205592,Inactive Investor,Grace Mateer,Assistant Vice President;Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10783368,Inactive Investor,Noel Spencer,,"Avantax Investment Services, Inc. Goshen NY 29 John Dr",spencern@myavantax.com,,Salesforce
241421,Inactive Investor,Ron Habursky,,Erie Insurance Group,ronald.habursky_inv@erieinsurance.com,(814) 870-4660,Database Upload
9584017,,Mark Fernandez,,,mfernand@rmdavis.com,,List import
11031622,Inactive Investor,Eric Galloway,,"Kestra Investment Services, LLC Defuniak Springs FL Private Residence",,,Salesforce
10941932,Inactive Investor,Stephen Williams,,NYLIFE Securities LLC Houma LA Private Residence,spwilliams@ft.newyorklife.com,,Salesforce
10876232,Inactive Investor,Melissa Yue,,"Sanctuary Securities, Inc. Danville CA 345 Hartz Ave",myue@sanctuarywealth.com,,Salesforce
10817509,Inactive Investor,Glenn Campbell,Financial Advisor,"Ameriprise Financial Services, LLC Columbia TN 100 Blythewood Dr",glenn.e.campbell@ampf.com,,Salesforce
10770966,Inactive Investor,Justin Lacey,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jblacey@ml.com,,Salesforce
10807148,Inactive Investor,Dylan Blomgren,,"Raymond James Financial Services, Inc. Grass Valley CA 426 Sutton Way",d.blomgren@raymondjames.com,,Salesforce
10925304,Inactive Investor,Matthew Stewart,Chief Compliance Officer;Chief Investment Officer;President;Wealth Advisor,"Forestview Financial Partners, LLC",mstewart@forestviewfp.com,,Salesforce
11084894,Inactive Investor,Paul Meyer,Financial Advisor,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",paul.r.meyer@rbc.com,,Salesforce
10998545,Inactive Investor,Kathryn Bohle,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",kathryn.bohle@schwab.com,,Salesforce
10773483,Inactive Investor,Lara Chulack,Financial Advisor,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",lara.chulack@wellsfargoadvisors.com,,Salesforce
11049963,Inactive Investor,Gaurav Shrestha,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11071981,Inactive Investor,Gregory Opsal,Financial Advisor,LPL Financial LLC West Des Moines IA 4201 Westown Pkwy,gregory.opsal@lpl.com,,Salesforce
10827255,Inactive Investor,Michael Wray,,J.P. Morgan Securities LLC Riverside CT 1150 E Putnam Ave,michael.wray@jpmorgan.com,,Salesforce
10796285,Inactive Investor,Peter Neumeier,Manager;Member;President,Neumeier Poma Investment Counsel LLC,peter@npsmallvalue.com,,Salesforce
9636041,,Carol Thomas,,,cthomas@acceladvantage.com,,List import
10809093,Inactive Investor,Alexandra Overton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alexandra.overton@fidelity.com,,Salesforce
10647699,,Jillian Varner,,,jvarner@versuscapital.com,,List Import
9541379,,Lisa Cohen,,,lisa@attyshawncohen.com,,List import
9563222,,Yim Jaemin,,,y06250@snu.ac.kr,,List import
9566887,,Bart Suchecki,,,sucheckibartosz@gmail.com,,List import
10777109,Inactive Investor,Melissa Delahoussaye,Complex Business Service Officer,Morgan Stanley Woodland Hills CA 21650 Oxnard St,melissa.delahoussaye@morganstanley.com,,Salesforce
10776448,Inactive Investor,Michael Sullivan,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",michael_sullivan@ml.com,,Salesforce
10805433,Inactive Investor,David Nemecek,Financial Advisor,"Citizens Securities, Inc. Sewickley PA 502 Broad St",david.nemecek@citizenssecurities.com,,Salesforce
10917379,Inactive Investor,Donald Olson,Chief Compliance Officer;Managing Member;Partner,Resolve Capital Management LLC,gregg.olson@resolvecapitalmanagement.com,,Salesforce
10794188,Inactive Investor,Michael Boyles,Financial Advisor,Edward Jones Greeley CO 6560 29th St,michael.boyles@edwardjones.com,,Salesforce
10831072,Inactive Investor,William Petro,Financial Advisor;Vice President,Morgan Stanley Claremont CA 456 W Foothill Blvd,william.petro@morganstanley.com,,Salesforce
9600696,,David Zoellner,,,mudzack2@yahoo.com,,List import
11067280,Inactive Investor,Evelyn Payamps Marte,Compliance Officer;Manager,Morgan Stanley,,,Salesforce
10944594,Inactive Investor,Patrick Grant,,"Dempsey Lord Smith, LLC",patrick.grant@dempseyi.com,,Salesforce
11202278,Inactive Investor,Kristen Rossi,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kristen_rossi@vanguard.com,,Salesforce
10982541,Inactive Investor,Sean Sunderland,Senior Home Lending Advisor,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,sean.sunderland@jpmorgan.com,,Salesforce
10990476,Inactive Investor,James Smith,Financial Advisor,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",jim.smith@raymondjames.com,,Salesforce
9636609,,Raimondo Amabile,,,raimondo.amabile@pramerica.com,,List import
10760594,Inactive Investor,Robert Stevens,Retirement Income Specialist,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rstevens@tiaa-cref.org,,Salesforce
10979469,Inactive Investor,Nicholas Crowley,,"Empower Financial Services, Inc Boston MA 100 Federal St",nicholas.crowley@gwrs.com,,Salesforce
10904683,Inactive Investor,Robert Vargo,,"Wells Fargo Clearing Services, LLC Longmont CO 635 Coffman St",,,Salesforce
10777399,Inactive Investor,James Hulburd,,UBS Financial Services Inc. Alamo CA 3189 Danville Blvd,jim.hulburd@ubs.com,,Salesforce
11040840,Inactive Investor,Douglas Meyer,,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,doug.meyer@ubs.com,,Salesforce
4600200,,dara pol,,,fedape6589@abudat.com,,Web Form Fillout
11004271,Inactive Investor,Ryan Halterman,Financial Advisor,"Centaurus Financial, Inc. Kennewick WA 1020 N Center Pkwy",ryan.halterman@cfiemail.com,,Salesforce
11019528,Inactive Investor,Diana Gibson,Relationship Manager,Venture Visionary Partners LLC,dgibson@venturevp.com,,Salesforce
10835670,Inactive Investor,Elizabeth Sullivan,,Cetera Advisors LLC Fairfax VA 3600 Chain Bridge Rd,esullivan@ceteraadvisors.com,,Salesforce
1006311,Inactive Investor,Melanie Mae Moreno,,TBD,mae@gravyboatregatta.com,3103826022,
10919695,Inactive Investor,Susan Sheppard,,LPL Financial LLC Belmont NC 27 E Catawba St,susan.thomas@lpl.com,,Salesforce
11043202,Inactive Investor,Joseph Russo,,LPL Financial LLC Cape Coral FL Private Residence,joseph.russo@lpl.com,,Salesforce
10829282,Inactive Investor,Mallory Schmidt,Registered Client Associate,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",mallory.schmidt@wfadvisors.com,,Salesforce
10901151,Inactive Investor,Luke Morrison,,Fidelity Brokerage Services LLC,luke.morrison@fmr.com,,Salesforce
10819502,Inactive Investor,Carolina Ng,Personal Banker,Citigroup Global Markets Inc. Flushing NY 3817 Main St,carolina.ng@citigroup.com,,Salesforce
10891657,Inactive Investor,Gabrielle Hordichuk,,PNC Investments Charlotte NC 4720 Piedmont Row Dr,gabrielle.hordichuk@pnc.com,,Salesforce
11141887,Inactive Investor,Guy Clark,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Overland Park KS 15811 Metcalf Ave",guy.c.clark@ml.com,,Salesforce
10782792,Inactive Investor,Emily Grace,,"Sanford C. Bernstein & Co., LLC",emily.rover@bernstein.com,,Salesforce
9466527,,Kwok Kui,,Kwok S Kui,sonnykui@gmail.com,,3rd Party Lead Gen
10696031,,Sarah Lynch,,Russell Investments,slynch@russellinvestments.com,,List Import
11176398,Inactive Investor,Kelly Sullivan,,LPL Financial LLC Hamburg NY 6000 S Park Ave,kelly.sullivan@lpl.com,,Salesforce
11204687,Inactive Investor,Peter Ross,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",peter_ross@ml.com,,Salesforce
11026331,Inactive Investor,Jason Defelice,,"Alexander Capital, L.P.",jdefelice@alexandercapitallp.com,,Salesforce
11113895,Inactive Investor,Henry Thomas,,"Equitable Advisors, LLC Towson MD 210 Allegheny Ave",henry.thomas@equitable.com,,Salesforce
10767389,Inactive Investor,Randy Nelson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",randy.nelson@rbc.com,,Salesforce
11052808,Inactive Investor,Namita Mehra,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10659305,,John Broerman,,,john.g.broerman@lpl.com,,List Import
10903895,Inactive Investor,Ronald Ruffner,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,ronnie.ruffner.jn7u@statefarm.com,,Salesforce
346827,,Alexander Weir,Associate,"Halifax Investment Management, L.l.c.",aweir@thehalifaxgroup.com,202-530-8300,Manual List Upload
374155,,Tara Fung,,AltoIRA,tfung@altoira.com,(704) 425-5935,Salesforce
10982379,Inactive Investor,Philip Salib,Financial Advisor,"CUSO Financial Services, L.P. Allentown PA 6084 Hamilton Blvd",,,Salesforce
10768928,Inactive Investor,Charles Zittel,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",charles.zittel@nm.com,,Salesforce
10959618,Inactive Investor,Kyle Alexander,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,kalexander@ft.newyorklife.com,,Salesforce
10785594,Inactive Investor,Stuart Smith,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Nashville TN 3102 West End Ave,stuart.w.smith@morganstanley.com,,Salesforce
10695767,,Kevin Hughes,,Due Diligence Works,kevin.hughes@duediligenceworks.com,,List Import
10959412,Inactive Investor,Daniel Weeks,Branch Manager,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10799696,Inactive Investor,Steven Boltz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",steve.boltz@schwab.com,,Salesforce
10994483,Inactive Investor,William Wang,President;Regulatory Contact,"HFG Advisors, Inc.",,,Salesforce
11077912,Inactive Investor,Lori Wilson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 9006 W Sam Houston Pkwy N",lori.a.wilson@ml.com,,Salesforce
10915647,Inactive Investor,Darren Heisler,,"Raymond James Financial Services, Inc. Fargo ND 1555 43rd St S",darren.heisler@raymondjames.com,,Salesforce
10772241,Inactive Investor,Ernest Dimattina,Senior Vice President,"Capitol Securities Management, Inc. Boca Raton FL 4400 N Federal Hwy",edimattina@capitolsecurities.com,,Salesforce
11101642,Inactive Investor,Ginger Gray,,State Farm VP Management Corp. Fairfax VA 9990 Fairfax Blvd,ginger.gray.sxci@statefarm.com,,Salesforce
9642518,,Omotayo Bello,,,blackie.bello@gmail.com,,List import
10985997,Inactive Investor,Timothy Carter,,"CapFinancial Securities, LLC.",,,Salesforce
10992686,Inactive Investor,Diego Vergara,,Goldman Sachs & Co.,,,Salesforce
10999211,Inactive Investor,Kerry Hawver,,GWN Securities Inc. Wayne PA 940 W Valley Rd,khawver@gwnsecurities.com,,Salesforce
11029834,Inactive Investor,Randol Leach,Financial Advisor,LPL Financial LLC Kihei HI 44 Ahekolo St,randol.leach@lpl.com,,Salesforce
370822,,Michael Cherubink,,United States,cherubink.m@gmail.com,,Salesforce
10870774,Inactive Investor,Gregory Timura,Private Wealth Advisor;Vice President,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",gregg.timura@raymondjames.com,,Salesforce
11260924,Inactive Investor,Paul Casey,Executive Vice President;Head - Wealth Management,"Citizens Securities, Inc. New York NY 1270 Avenue of the Americas",,,Salesforce
10939140,Inactive Investor,Frank Luciano,Financial Advisor,LPL Financial LLC Delray Beach FL Private Residence,frank.luciano@lpl.com,,Salesforce
10618037,,Joseph Esposito,,,jesposito@commonwealth.com,,List Import
10828313,Inactive Investor,Saeideh Mahinfar,,"Wells Fargo Clearing Services, LLC Palos Verdes Peninsula CA 27440 Hawthorne Blvd",saeideh.smith@wellsfargoadvisors.com,,Salesforce
10606161,,Mark Salerno,"Financial Planner, Member, Partner, Portfolio Manager",WealthEdge Investment Advisors LLC,marksalerno@gfallc.com,212-687-3600,List Import
9602479,,Wilmer Stith,,,wilmer@ajperry.com,,List import
9647391,,Lee Mcneill,,,leemcneill11@gmail.com,,List import
11128300,Inactive Investor,Marshall Coleman,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",marshall.coleman@ml.com,,Salesforce
11174057,Inactive Investor,Katrina Kaschinske,Financial Advisor,Thrivent Investment Management Inc. Frankenmuth MI 250 S Main St,katrina.kaschinske@thrivent.com,,Salesforce
11123831,Inactive Investor,Garry Dilday,,"First Command Brokerage Services, Inc. Virginia Beach VA 780 Lynnhaven Pkwy",gwdilday@firstcommand.com,,Salesforce
10849506,Inactive Investor,Eric Stryker,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",eric.p.stryker@ampf.com,,Salesforce
11128813,Inactive Investor,Robert Heisey,Division Leader;Investment Advisor Representative;Regional Leader,PFS Investments Inc. Palm Beach Gardens FL 9121 N Military Trl,rheisey@primerica.com,,Salesforce
10981406,Inactive Investor,Brett Wilson,,"Sanctuary Securities, Inc. Southlake TX 601 State St",bwilson@sanctuarywealth.com,,Salesforce
9580901,,Chris SOrensen,,,chris@lfvm.com,,List import
11186878,Inactive Investor,Justin Rae,Manager,"Bruno Mountain Advisory, LLC",,,Salesforce
373439,,Saurabh Anand,,[Unknown],sa04.mail@gmail.com,,source
10899306,Inactive Investor,Michael Butler,,"CFS Securities, Inc.",,,Salesforce
9546439,,Raja Mahtani,,,rajamahtani@financialguide.com,,List import
11156915,Inactive Investor,John Mazzarella,,Vanguard Marketing Corporation,,,Salesforce
11175166,Inactive Investor,Nicholas Campbell,,"First Command Brokerage Services, Inc. Riverview FL 6152 Delancey Station St",nwcampbell@firstcommand.com,,Salesforce
10510955,,Harvey Miller,,,harveymiller.web3@gmail.com,,Web Form Fillout
9593356,,Paul Taddeo,,,paul.taddeo@hefren.com,,List import
10826160,Inactive Investor,James Dargusch,Financial Advisor,Park Avenue Securities LLC Marlton NJ 651 Rte 73 N,james_dargusch@glic.com,,Salesforce
11212571,Inactive Investor,Ryan Boff,,"OneAmerica Securities, Inc.",ryan.boff@oneamerica.com,,Salesforce
11151423,Inactive Investor,Rick Curtis,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
11071690,Inactive Investor,Todd Mello,,"M&A Securities Group, Inc.",,,Salesforce
10974226,Inactive Investor,Rhonda Cano,,"Avantax Investment Services, Inc. Whittier CA 12809 Philadelphia St",,,Salesforce
340762,,Michael Bishop,Associate,Branson Fowlkes & Co Inc,mbishop@bransonfowlkes.com,713-780-0606,Manual List Upload
10796509,Inactive Investor,Robert Waldele,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10871456,Inactive Investor,Eglantine Courtiere,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,eglantine.courtiere@jpmorgan.com,,Salesforce
190445,,Johnna Cacace,,United States,jjcacace@yahoo.com,,
348862,,Daniel Beaton,Finop,"Gramercy Park Wealth Advisors, Llc",dan@gpwealthadvisors.com,615-424-2118,Manual List Upload
203625,,Franklin Bi,,[Unknown],franklinbi89@gmail.com,,
229281,, -,,[[Unknown]],mskimchavis@gmail.com,,Direct
9553856,,Patricia Solge,,,psolge@cantella.com,,List import
10911716,Inactive Investor,Steven Scott,Senior Financial Advisor,Manchester Financial Inc,steve.scott@manchesterfinancial.com,,Salesforce
9578204,,Christine Testoni,,,christine.testoni@citizensbank.com,,List import
9633027,,LaShondra Elliott,,,lashondracanhelp@gmail.com,,List import
10772003,Inactive Investor,Edwina Annicelli,Financial Advisor;Portfolio Manager;Second Vice President,Morgan Stanley New York NY 399 Park Ave,edwina.annicelliearly@morganstanley.com,,Salesforce
10659615,,Joseph Zuhlke,,,joseph.t.zuhlke@jpmorgan.com,,List Import
11005482,Inactive Investor,Aaron Perez,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,,,Salesforce
11285412,,Sukru Gabriel,,,lahdogab@gmail.com,2017558186,Web Form Fillout
11067958,Inactive Investor,James Vandenheuvel,,"EverSource Wealth Advisors, LLC Jacksonville FL 12574 Flagler Center Blvd",,,Salesforce
9578399,,Adam Williams,,,admwil@hotmail.com,,List import
11222223,,William Bush,,,lbush@wealthenhancement.com,,List Import
9563605,,joseph delehant,,,jdelehant@aol.com,,List import
11195816,Inactive Investor,William Cunningham,,"Saxony Securities, Inc. Lincolnshire IL 111 Barclay Blvd",,,Salesforce
11154456,Inactive Investor,David Nelson,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",david.j.nelson@wellsfargoadvisors.com,,Salesforce
9556183,,Jose Ortiz,,,jose.ortiz@transamerica.com,,List import
11145887,Inactive Investor,Hubbard Burgess,Financial Advisor,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,hubbardfburgess@primerica.com,,Salesforce
10657268,,Randal Tylin,,,rtylin@ameritas.com,,List Import
11022908,Inactive Investor,Danielle Thompkins,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",danielle.thompkins@ampf.com,,Salesforce
9551178,,Henry Ramsey,,,thewincard@gmail.com,,List import
10755813,Inactive Investor,Peter Fredericksen,Investment Executive,"Osaic Institutions, Inc. Randolph MA 67 N Main St",peter.fredericksen@osaicinstitutions.com,,Salesforce
11164531,Inactive Investor,Dylan Berube,,TD Private Client Wealth LLC Plymouth MA 2 Market Xing,dylan.berube@td.com,,Salesforce
11101325,Inactive Investor,Tunc Tanin,Chief Compliance Officer;Owner;President,"Tanin, Tunc",,,Salesforce
10811445,Inactive Investor,Janet Fortenberry,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,janet.fortenberry.iqsy@statefarm.com,,Salesforce
11204682,Inactive Investor,Joseph Zavory,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT Private Residence",joseph_zavory@ml.com,,Salesforce
11070144,Inactive Investor,Lauren Finikiotis,Associate,J.P. Morgan Securities LLC Washington DC 875 15th St NW,,,Salesforce
9590960,,Ronn Claussen,,,ronnclaussen@yahoo.com,,List import
10867195,Inactive Investor,Paul Cook,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
370851,,Ethan Welch,,United States,ethwelch28@gmail.com,,Salesforce
10860202,Inactive Investor,Kurtis Bell,Senior Financial Advisor,LPL Financial LLC Austin TX 13620 620 N,kurtis.bell@lpl.com,,Salesforce
11157239,Inactive Investor,Karlee Hill,Assistant Vice President;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Fort Collins CO 320 E Harmony Rd",karlee.hill@wellsfargoadvisors.com,,Salesforce
372138,,Greg Young,,United States,gregyoung@hey.com,,Event
11017714,Inactive Investor,Marcel Marsh,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",mmarsh@financialguide.com,,Salesforce
149783,,Drew Gilpin,,[Unknown],drew.gilpin@yahoo.com,,Webinar
213002,,Vinh Le,,Vietnam,levinh104@gmail.com,,Paid Social
11115092,Inactive Investor,James McCall,,"Allstate Financial Services, LLC Mooresville NC 961 N Main St",jamesmccall@allstate.com,,Salesforce
185857,,Pavol Sokyra,,[Unknown],sokyra.pavol@gmail.com,,source
10885841,Inactive Investor,Jakob Loescher,Financial Advisor,Savant Wealth Management,jloescher@savantwealth.com,,Salesforce
11150083,Inactive Investor,Michael Bare,Financial Advisor,Edward Jones Wheaton IL 221 W Front St,mike.bare@edwardjones.com,,Salesforce
11210900,Inactive Investor,Ricardo Juarez,,"U.S. Bancorp Investments, Inc. San Diego CA 9400 Mira Mesa Blvd",ricardo.juarez@usbank.com,,Salesforce
11135470,Inactive Investor,Elizabeth Macis,,"Raymond James Financial Services, Inc. Columbia MD 10500 Little Patuxent Pkwy",elizabeth.palulis@raymondjames.com,,Salesforce
9633581,,Jack Doe,,,jack@gmail.com,,List import
11152746,Inactive Investor,Kasey Kozlowski,Financial Advisor,"VALIC Financial Advisors, Inc. Merrillville IN 8001 Broadway",,,Salesforce
11207803,Inactive Investor,Bryan Charles,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,bryan.charles@ubs.com,,Salesforce
11054058,Inactive Investor,Amy Kaplan-Needham,,State Farm VP Management Corp. Springtown TX 813 E Hwy 199,,,Salesforce
10906219,Inactive Investor,Tracy Wetter,,State Farm VP Management Corp. Carroll IA 1004 N Carroll St,,,Salesforce
11021529,Inactive Investor,Victor Valdovinos,,J.P. Morgan Securities LLC La Mirada CA 15128 Rosecrans Ave,victor.valdovinos@jpmorgan.com,,Salesforce
10779919,Inactive Investor,Steven Porter,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",steven_k_porter@ml.com,,Salesforce
11102542,Inactive Investor,Robert Harlan,Financial Advisor,LPL Financial LLC San Antonio TX 19707 W Interstate 10,robert.harlan@lpl.com,,Salesforce
11190447,Inactive Investor,Anthony Durham,Private Banker,"Wells Fargo Clearing Services, LLC Valencia CA 24301 Magic Mountain Pkwy",anthony.durham@wellsfargoadvisors.com,,Salesforce
11153607,Inactive Investor,Robert Morton,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10774643,Inactive Investor,Mark Gale,,Morgan Stanley Woodland Hills CA 21650 Oxnard St,mark.gale@morganstanley.com,,Salesforce
10947686,Inactive Investor,Alejandro Trujillo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10869731,Inactive Investor,Christopher Gething,Chief Compliance Officer;Financial Advisor;Managing Member,Atherean Asset Management LLC,cgething@atherean.com,,Salesforce
11081027,Inactive Investor,Anthony Nebelsick,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",tony_nebelsick@ml.com,,Salesforce
11232945,Inactive Investor,Himani Amin,,"Wells Fargo Clearing Services, LLC Blue Bell PA 1375 Skippack Pike",,,Salesforce
10826457,Inactive Investor,James Hyre,,"Raymond James Financial Services, Inc. Columbus OH 2074 Arlington Ave",,,Salesforce
11152080,Inactive Investor,William O'Kane,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
11007592,Inactive Investor,Andrew Casertano,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
10921662,Inactive Investor,Matthew Serrano,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",matthew.serrano@nm.com,,Salesforce
11139822,Inactive Investor,Melony Jones,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",melony.jones@ml.com,,Salesforce
10911889,Inactive Investor,Taylor Koczur,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",taylor.koczur@ampf.com,,Salesforce
11047651,Inactive Investor,David Baratta,Co-Chairman;Managing Member;Principal,"Waypoint Capital Advisors, LLC",dave@waypointcapitaladvisors.com,,Salesforce
10353898,,Elizabeth Buckley,,,buckleybets@gmail.com,,Web Form Fillout
9621412,,Georgios Gkiokas,,,georgiosgkiokas1982@gmail.com,,List import
10982532,Inactive Investor,Meghan Hale,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
11235430,Inactive Investor,Tyler Allen,Investment Specialist,Cornerstone Planning Group,tyler@cspgllc.com,,Salesforce
11163482,Inactive Investor,Stewart Burchfield,Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,stewart.burchfield@lpl.com,,Salesforce
11205694,Inactive Investor,Carson Baranik,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,bradley.beck.tfcs@statefarm.com,,Salesforce
10920504,Inactive Investor,Paul Hill,,PFS Investments Inc. Saint George UT 135 N 900 E,paul.hill@primerica.com,,Salesforce
11160759,Inactive Investor,Nicholas Gotter,,Vanguard Marketing Corporation,nicholas_gotter@vanguard.com,,Salesforce
10755294,Inactive Investor,Yen Schicke,Advising Specialist,Edward Jones Tempe AZ 8620 S River Pkwy,yen.schicke@edwardjones.com,,Salesforce
11229904,Inactive Investor,Owen Chose,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",owen.chose@nm.com,,Salesforce
11209497,Inactive Investor,Carmen Clements,,"Principal Securities, Inc. Houston TX 1900 West Loop S",clements.carmen@principal.com,,Salesforce
10970196,Inactive Investor,Emily Sanchez Hernandez,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11028340,Inactive Investor,Thomas Ludy,,J.P. Morgan Securities LLC Zionsville IN 10701 E 300 S,thomas.ludy@jpmorgan.com,,Salesforce
10989539,Inactive Investor,Jianwen Sun,,Perella Weinberg Partners LP,,,Salesforce
11233102,Inactive Investor,James Lorenz,,Thrivent Investment Management Inc.,,,Salesforce
9600238,,Gregory Hammonds,,,greghammonds@honkamp.com,,List import
10833347,Inactive Investor,Lyali Alseed,,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",,,Salesforce
11025342,Inactive Investor,George Williams,Founder;Managing Director,"Precedent Wealth Partners, LLC",,,Salesforce
11174837,Inactive Investor,Christopher Smith,Financial Advisor,Edward Jones Lexington SC 299 N Lake Dr,chris.smith@edwardjones.com,,Salesforce
11096067,Inactive Investor,Michael Coletta,Chief Compliance Officer;Financial Advisor;Managing Member,"Coletta Capital, LLC",mcoletta@colettacapital.com,,Salesforce
11080190,Inactive Investor,Jeffrey Stratton,,Edward Jones Findlay OH 237 S Main St,,,Salesforce
10899799,Inactive Investor,Elizabeth Atsalis,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,elizabeth.atsalis@jpmorgan.com,,Salesforce
10989407,Inactive Investor,Amos Gevili,,"Allstate Financial Services, LLC Brooklyn NY 238 Avenue U",agevili@allstate.com,,Salesforce
11000950,Inactive Investor,Chau Casillas,,"Pruco Securities, LLC. Buffalo NY 5477 Main St",chau.casillas@prudential.com,,Salesforce
9614470,,Matthew Webb,,,forrestwebb@gmail.com,,List import
10864857,Inactive Investor,Rusell Decker,,Stonex Securities Inc. Manchester NJ Private Residence,rusell.decker@saswealth.com,,Salesforce
11152123,Inactive Investor,Michael Hartnett,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",michael.l.hartnett@ampf.com,,Salesforce
10918029,Inactive Investor,Corey Creel,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",corey.creel@nm.com,,Salesforce
11169981,Inactive Investor,John Fiore,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,john.h.fiore@jpmorgan.com,,Salesforce
9572328,,Igor Kravchenko,,,igorkmd@gmail.com,,List import
11157424,Inactive Investor,Erik Guzman,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,erik.guzman@chase.com,,Salesforce
11083671,Inactive Investor,James Kentner,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10761470,Inactive Investor,Mark Howe,Alternative Investment Director;Portfolio Manager;Private Wealth Advisor;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,mark.howe@morganstanley.com,,Salesforce
10849906,Inactive Investor,Katherine Dow,Financial Advisor;Lead Advisor;Member,"Aspen Capital Management, LLC",,,Salesforce
9645626,,Jason Burger,,,jb82376@gmail.com,,List import
11030846,Inactive Investor,Suzanne Hazlett,,"Raymond James Financial Services, Inc. Ketchum ID 675 Sun Valley Rd",suzanne.hazlett@raymondjames.com,,Salesforce
334459,,Jim Milliard,Financial Planner,Perspective Financial Services Llc,jim@moneyaz.com,602-281-4357,Manual List Upload
10815800,Inactive Investor,Curt Thompson,Co-Founder;Managing Partner,Global Strategic Investment Solutions,cthompson@gsisus.com,,Salesforce
10768686,Inactive Investor,Sang Yoo,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",sang.yoo@wellsfargoadvisors.com,,Salesforce
11035321,Inactive Investor,Marian Christiana,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,,,Salesforce
9644553,,Richard St.Laurent,,,rst-l@hotmail.com,,List import
9599089,,Mark Kallis,,,mark.kallis@fiduciaryvest.com,,List import
11179990,Inactive Investor,Nickolas Prieto,Account Vice President,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,nick.prieto@ubs.com,,Salesforce
10613087,,Shannon Barone,Financial Advisor,,shannon.m.barone@ml.com,,List Import
9541297,,Cody Lau,,,clau@friedmanllp.com,,List import
11153356,Inactive Investor,Karyn Sullivan,,"Sanford C. Bernstein & Co., LLC Cleveland OH 127 Public Sq",karyn.sullivan@bernstein.com,,Salesforce
10828239,Inactive Investor,John Abels,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",abelsj@stifel.com,,Salesforce
10795373,Inactive Investor,Mark Garapolo,,MissionSquare Investment Services,garapolom@icmarc.org,,Salesforce
100979,,Steve urvald,,Canada,survald@telus.net,,
11023911,Inactive Investor,Hui-Ting Chang,Financial Advisor;Financial Planning Specialist,Morgan Stanley San Jose CA 225 W Santa Clara St,sofya.chang@morganstanley.com,,Salesforce
9638767,,Oskar Backman,,,oskar.backman@polheminfra.se,,List import
11022755,Inactive Investor,Tatyana Kjellberg,Chartered Retirement Planning Counselor;Financial Advisor;Insurance Planning Director;Senior Portfolio Manager;Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,tatyana.kjellberg@morganstanley.com,,Salesforce
8480863,,Sunil Verma,,RIA Database,sverma@riadatabase.com,,List Import
10984670,Inactive Investor,Sarah Hanlon,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9582378,,Steven Singer,,,steve.singer@lfg.com,,List import
10978399,Inactive Investor,Rita Harmon,,"Avantax Investment Services, Inc. Canby OR 113 NW 3rd Ave",,,Salesforce
11015303,Inactive Investor,Ashley Campbell,,PFS Investments Inc. Houston TX 11757 Katy Fwy,,,Salesforce
11209137,Inactive Investor,Kyle Corgan,,Newbridge Securities Corporation Syosset NY 6800 Jericho Tpke,kcorgan@newbridgesecurities.com,,Salesforce
9622263,,James Wainaina,,,wainainajames@gmail.com,,List import
11176075,Inactive Investor,Rocio Marticorena,Field Support Governance Specialist,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",rocio.marticorena@wellsfargoadvisors.com,,Salesforce
11146134,Inactive Investor,David Eltringham,Managing Director,Benchmark Wealth Management,deltringham@benchmark-wealth.com,,Salesforce
10977886,Inactive Investor,Alona Klochan,,J.P. Morgan Securities LLC Staten Island NY 1413 Hylan Blvd,alona.klochan@jpmorgan.com,,Salesforce
334689,,Marni Payne,Managing Director,Berkshire Partners Llc,mpayne@berkshirepartners.com,617-227-0050,Manual List Upload
9618901,,Varun Gehani,,,vgehani@faralloncapital.com,,List import
10894464,Inactive Investor,Cecil Creasy,,"Capital Investment Group, Inc. Wilmington NC 2018 Eastwood Rd",ccreasy@capital-invest.com,,Salesforce
10931682,Inactive Investor,Matthew Grabbe,,"Raymond James Financial Services, Inc. Fort Branch IN 7994 S Professional Dr",matthew.grabbe@raymondjames.com,,Salesforce
10756490,Inactive Investor,Thomas Steele,Financial Advisor;Portfolio Manager,Morgan Stanley Atlanta GA 5565 Glenridge Connector,thomas.h.steele@morganstanley.com,,Salesforce
9614367,,mark zellers,,,markzellers@yahoo.com,,List import
11212882,Inactive Investor,Douglas Mowrer,Financial Advisor,Edward Jones Los Alamos NM 555 Oppenheimer Dr,doug.mowrer@edwardjones.com,,Salesforce
10821895,Inactive Investor,Amanda Fry,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",afry@ml.com,,Salesforce
9569404,,Alan Ware,,,alan@alightcapital.com,,List import
10785817,Inactive Investor,Janet Desmond,Senior Private Client Associate,Janney Montgomery Scott LLC Bel Air MD 116 S Hays St,jdesmond@janney.com,,Salesforce
11026773,Inactive Investor,Robert Fabrizio,,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",,,Salesforce
10648178,,Robin Sanchez,,,robin.sanchez@alphacmg.com,,List Import
10782240,Inactive Investor,David Hood,,Cetera Financial Specialists LLC Champaign IL 2110 Clearlake Blvd,david.hood@ceterafs.com,,Salesforce
10991872,Inactive Investor,Jennie Semple,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,jsemplev@primerica.com,,Salesforce
1547475,,Carole Bonhomme,,[Unknown],carolebonhomme1@gmail.com,,
9632872,,Yu Kuang,,,liaoyichao0509@outlook.com,,List import
11057154,Inactive Investor,Blake Montarsi,Operations Specialist,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",blake.montarsi@ampf.com,,Salesforce
9594817,,Jenny Harrington,,,jenny.harrington@gilmanhill.com,,List import
10828077,Inactive Investor,Sandra Seaborg,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sandra.seaborg@ml.com,,Salesforce
11069924,Inactive Investor,Mohammad Iqbal,Board of Managers;Chairman;President,"TIAA Kaspick, LLC",,,Salesforce
10928034,Inactive Investor,Rylan Rice,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11221573,,Peter Brotherton,,,pbrotherton@firstrepublic.com,,List Import
9583510,,Brent Enders,,,benders@portformulas.com,,List import
11144077,Inactive Investor,Chicheng Luo,Financial Advisor,LPL Financial LLC Cupertino CA Private Residence,chicheng.luo@lpl.com,,Salesforce
9634213,,Haley Gahan,,,h.gahan@orkilacapital.com,,List import
10781982,Inactive Investor,Daniel Bulgozdy,,J.P. Morgan Securities LLC Canton MI 45345 Ford Rd,daniel.p.bulgozdy@jpmorgan.com,,Salesforce
10796860,Inactive Investor,John Hoskins,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynchburg VA 1705 Enterprise Dr",john_hoskins@ml.com,,Salesforce
10817971,Inactive Investor,Roberta Munkeby,,NYLIFE Securities LLC Lisbon ND 402 Oak St,rmunkeby@ft.newyorklife.com,,Salesforce
10941597,Inactive Investor,Daniel Kurtz,,"Ameritas Investment Company, LLC Centreville VA 13880 Braddock Rd",daniel.kurtz@ameritas.com,,Salesforce
10771858,Inactive Investor,Gregory Roush,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,gregory.roush@fidelity.com,,Salesforce
9613444,,Eric Ciura,,,eric.ciura@perkinsjanus.com,,List import
373344,,Kirk Edwards,,[Unknown],montauktennis@gmail.com,,source
11185488,Inactive Investor,John Lauritano,,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",,,Salesforce
8478680,,Joakim Karlsson,,,kronanlos1@gmail.com,,Web Form Fillout
11260614,Inactive Investor,Caroline Pollock,,"RBC Capital Markets, LLC",,,Salesforce
11016000,Inactive Investor,Josiah Hartley,,"Farmers Financial Solutions, LLC Pearland TX 11233 Shadow Creek Pkwy",jhartley@farmersagent.com,,Salesforce
11046908,Inactive Investor,Dustin Allen,Associate Representative,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,dustin.allen@thrivent.com,,Salesforce
10830456,Inactive Investor,William Bowers,Investment Advisor;Owner,Bowers Capital Management,bill@bowerscapital.com,,Salesforce
10759467,Inactive Investor,J McIlroy,,LPL Financial LLC Littleton CO 1745 Shea Center Dr,craig.mcilroy@lfg.com,,Salesforce
9571134,,Steve Hutzell,,,stevehutzell@gmail.com,,List import
10794558,Inactive Investor,Chad Meisner,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3353 Peachtree Rd NE",chad.d.meisner@ampf.com,,Salesforce
11155424,Inactive Investor,Debra Meier,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11105591,Inactive Investor,Jason Kelley,,"Cambridge Investment Research, Inc. Churchville NY 199 Betteridge Rd",,,Salesforce
10615648,,Michael Wright,Financial Advisor,,michaeldwright1@gmail.com,,List Import
9635475,,Lawrence Pierce,,,piercec@pfm.com,,List import
11038660,Inactive Investor,Kayla Tessmer,Associate Financial Advisor,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",kayla.tessmer@equitable.com,,Salesforce
10915424,Inactive Investor,Jake Spruiell,,Cetera Advisor Networks LLC San Antonio TX 8000 IH 10 W,,,Salesforce
9580796,,John Murray,,,jxm900@gmail.com,,List import
10951181,Inactive Investor,Todd Hietpas,,"MML Investors Services, LLC Kimberly WI 1037 Truman St",,,Salesforce
9604931,,Art Vanderlay,,,artvanderlay18@gmail.com,,List import
374330,,Robert Purtock,,none,rpurtock@wi.rr.com,262-567-6387,Google Natural Search
9544207,,Jo Zhou,,,zhouyang0101@hotmail.com,,List import
11186132,Inactive Investor,David Iselin,Senior Portfolio Consultant,Edward Jones,,,Salesforce
10817521,Inactive Investor,Nicholas Mitchell,Financial Advisor,Edward Jones Murfreesboro TN 237 Castlewood Dr,nick.mitchell@edwardjones.com,,Salesforce
373121,,Dana Rivkind,,[Unknown],danabase@live.com,,Website
237188,, -,,[[Unknown]],giantstv@yahoo.com,,
11095404,Inactive Investor,Brandy Breece,,The Huntington Investment Company Columbus OH 1600 Bethel Rd,brandy.breece@huntington.com,,Salesforce
10919799,Inactive Investor,Anthony Cicchi,,"Empower Financial Services, Inc Fairway KS Private Residence",anthony.cicchi@empower.com,,Salesforce
9638214,,Meghan Hudson,,,hudson@fjc.org,,List import
10882342,Inactive Investor,Robert Burke,Financial Advisor,Edward Jones New Iberia LA 306 N Lewis St,robert.burke@edwardjones.com,,Salesforce
11055335,Inactive Investor,Daniel Zuckerman,Chief Compliance Officer;Chief Executive Officer;President,Zuckerman Investment Group,dz@zuckermaninvestmentgroup.com,,Salesforce
229011,, -,,[[Unknown]],timvthomas@gmail.com,,Organic Search
9554272,,Samuel Tek,,,samueltekch@gmail.com,,List import
10863834,Inactive Investor,Michelle Moua,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,michelle.moua.i1yc@statefarm.com,,Salesforce
10989064,Inactive Investor,Kaci Burger,,J.P. Morgan Securities LLC Dacula GA 535 Dacula Rd,kaci.burger@chase.com,,Salesforce
11046626,Inactive Investor,Rakesh Bharti,,Sigma Financial Corporation Bonita Springs FL Private Residence,,,Salesforce
9636952,,Joel Ward,,,jw@chathamcapital.com,,List import
11047027,Inactive Investor,Peter Breidt,Investment Advisor,TRADEway Corsicana TX 126 W Mall Dr,pbreidt@tradeway.com,,Salesforce
9600057,,Wade Perry,,,wade.p@stonemarkwealth.com,,List import
10835704,Inactive Investor,Steven Hipsley,,"American Portfolios Financial Services, Inc. Ballston Spa NY 2452 Rte 9",shipsley@americanportfolios.com,,Salesforce
10761252,Inactive Investor,Shannon Chittenden,First Vice President;Senior Complex Risk Officer,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,shannon.t.chittenden@morganstanley.com,,Salesforce
337252,,Larry Oelkers,,[Unknown],l.voelkers@henricksen.com,,source
7134871,,Troy Walker,,,walkertroy837@gmail.com,,Web Form Fillout
10824833,Inactive Investor,Richard Harland,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",richard.harland@nm.com,,Salesforce
10802643,Inactive Investor,James Scotchie,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 6111 Shallowford Rd",james.m.scotchie@ampf.com,,Salesforce
11155241,Inactive Investor,Douglas Wanous,,"Advanced Advisor Group, LLC",,,Salesforce
10936182,Inactive Investor,Frank Lovaglio,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",,,Salesforce
10986200,Inactive Investor,Lilit Simonyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,lsimonyan@ft.newyorklife.com,,Salesforce
10929956,Inactive Investor,Sally Read,,"Osaic Wealth, Inc. Lincoln NE 770 N Cotner Blvd",,,Salesforce
10757729,Inactive Investor,Daryl Weber,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",daryl.weber@wellsfargoadvisors.com,,Salesforce
11163949,Inactive Investor,Peter Smith,Vice President - Compliance,"Bankoh Investment Services, Inc.",peter@boh.com,,Salesforce
10818801,Inactive Investor,Camren Duncan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",camren.duncan@ml.com,,Salesforce
9552417,,cris -,,,pavopavon439@gmail.com,,List import
9618336,,Molly Greubel,,,mgreubel@indabacapital.com,,List import
10987273,Inactive Investor,Joe Beal,,PFS Investments Inc. Plainfield IN 6100 Clarks Creek Rd,joe.beal@primerica.com,,Salesforce
10898477,Inactive Investor,Brendon Timke,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,brendon.timke@fmr.com,,Salesforce
9645444,,KOL KOL,,,xelax74918@maazios.com,,List import
11156755,Inactive Investor,Elizabeth Meyer,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,elizabeth.meyer@morganstanley.com,,Salesforce
9569097,,John Flavin,,,jflavin@ayco.com,,List import
181310,,Michelle Martins,,[Unknown],michellemartelli@uol.com.br,,Content
11019186,Inactive Investor,Aidan Bradley,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
9578120,,Mark HUDDERS,,,mark@hudders.com.au,,List import
9613751,,Dan Wolande,,,decentralistdan@gmail.com,,List import
11028197,Inactive Investor,Luis Carbajal Delgado,,J.P. Morgan Securities LLC Pacific Grove CA 170 Country Club Gate Ctr,,,Salesforce
58007,,Jason Reese,Chairman And CEO,Imperial Capital Asset Management Llc,jreese@imperialcapital.com,310-246-3793,Manual List Upload
11041578,Inactive Investor,Juan Sanchez,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",,,Salesforce
9567379,,Ann Lang,,,alang@massmutual.com,,List import
11191204,Inactive Investor,David Becker,Chief Compliance Officer;Financial Advisor;President,Keystone Wealth Management Inc.,dave@keystonewealth.com,,Salesforce
11015865,Inactive Investor,Bruce Paulsrud,Financial Consultant,Thrivent Investment Management Inc. Champaign IL 2102 Windsor Pl,bruce.paulsrud@thrivent.com,,Salesforce
10646310,,Colin Farr,,,colin.farr@schwab.com,,List Import
11036951,Inactive Investor,Cara Lawson,,NYLIFE Securities LLC Charleston SC 200 Meeting St,celawson01@ft.newyorklife.com,,Salesforce
10880308,Inactive Investor,John Esposito,Investment Advisor Representative,Commonwealth Financial Network Georgetown MA Private Residence,jesposito@cfnmail.com,,Salesforce
236226,, -,,[[Unknown]],capsulecorp18@gmail.com,,
338957,,Michael Sand,Vice President,Ascribe Management Llc,msand@american-securities.com,212-476-8000,Manual List Upload
49797,,Joshua Galatzan,"Chief Compliance Officer, Managing Director, Managing Member, Managing Partner","Meridian Wealth Advisors, LLC",josh.galatzan@meridianadvisors.com,512-717-5580,
9612600,,Thomas Postek,,,thomas.postek@cibcatlantictrust.com,,List import
4579,, -,,[[Unknown]],jclarkpeng@gmail.com,,Initial Salesforce Import
10927788,Inactive Investor,Keith Graveline,,"Osaic Institutions, Inc. Fall River MA 155 N Main St",kgraveline@infinexgroup.com,,Salesforce
11211685,Inactive Investor,Channarey Yem,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",channarey.yem@prudential.com,,Salesforce
10881405,Inactive Investor,Boyi Wang,Private Client Advisor,J.P. Morgan Securities LLC Flushing NY 3901 Main St,boyi.x.wang@jpmorgan.com,,Salesforce
10791827,Inactive Investor,Daniel Sturges,Financial Advisor,"Wells Fargo Clearing Services, LLC Steamboat Springs CO 320 S Lincoln Ave",dan.sturges@wellsfargo.com,,Salesforce
9646845,,Jed Drake,,,jdrake@nepc.com,,List import
10767935,Inactive Investor,Jason Klein,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,jason.klein@ubs.com,,Salesforce
11180012,Inactive Investor,Carla Wright,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,carlamccormick@statefarm.com,,Salesforce
9559937,,Herbert Wolf,,,hwolf@cantella.com,,List import
10791056,Inactive Investor,David Weidmayer,,Commonwealth Financial Network Indianapolis IN 10072 Graceful Landing Dr,dweidmayer@commonwealth.com,,Salesforce
11183311,Inactive Investor,Mark Eriksen,,"Prospera Financial Services, Inc. Bloomfield Hills MI 6441 Inkster Rd",mark.eriksen@prosperafinancial.com,,Salesforce
10946390,Inactive Investor,Domingo Bravo,,"Allstate Financial Services, LLC Miami FL 1201 SW 87th Ave",domingobravo@allstate.com,,Salesforce
11052591,Inactive Investor,Ronald Hendrix,,"Farmers Financial Solutions, LLC Little Rock AR 425 W Capitol Ave",,,Salesforce
9556877,,Suhaimi Sulaiman,,,zquan3@hotmail.my,,List import
10889263,Inactive Investor,Herbert Findeisen,,"Osaic Wealth, Inc. Mount Airy MD Private Residence",hfindeisen@osaicwealth.com,,Salesforce
10659085,,Melissa Melendez,,,melissa.melendez@primerica.com,,List Import
10615468,,Michael Borsello,"Director - Alternative Investments, Financial Advisor, First Vice President - Wealth Management, Portfolio Manager",,michael.borsello@morganstanley.com,,List Import
11094615,Inactive Investor,Caleb Doane,Financial Planner,"Harbour Investments, Inc. Fort Wayne IN 2720 Dupont Commerce Ct",,,Salesforce
1003313,Inactive Investor,Roy Niederhoffer,,R. G. Niederhoffer Capital Management,roy.niederhoffer@gmail.com,,3rd Party Lead Gen
11085103,Inactive Investor,Gordon Hassenplug,Partner;Wealth Advisor,Corient Newport Beach CA 500 Newport Center Dr,gordon@corient.com,,Salesforce
10490434,,Ramesh Ramesh,,,rajnagpal99@gmail.com,,Web Form Fillout
11207213,Inactive Investor,Shawna Nale,Partner;Regulatory Contact,Snavely Associates Financial Services,shawna@snavelyfinancial.com,,Salesforce
11050389,Inactive Investor,John Lee,Wealth Manager,Bourke Wealth Management,,,Salesforce
11029244,Inactive Investor,Charles Stough,Financial Advisor,"Centennial Advisors, LLC",,,Salesforce
225590,,Greg -,,[[Unknown]],wils26@hotmail.com,,Initial Salesforce Import
11212838,Inactive Investor,Michael Greer,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,magreer@ft.newyorklife.com,,Salesforce
10774335,Inactive Investor,Timothy Brown,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,tim.brown@ubs.com,,Salesforce
10956867,Inactive Investor,Joshua Gavit,,PNC Investments Carmel IN 11405 N Pennsylvania St,joshua.gavit@pnc.com,,Salesforce
9565353,,Kwesi Simmsparris,,,kwesi@kaspianfinancial.com,,List import
10884993,Inactive Investor,Jennifer Roell,Chief Executive Officer;Chief Financial Officer;President,"Peak Financial Partners, LLC",jroell@peakfinancialpartners.com,,Salesforce
11213508,Inactive Investor,David Young,Wealth Advisor,"EverSource Wealth Advisors, LLC Fairfax VA 12500 Fair Lakes Cir",,,Salesforce
10965722,Inactive Investor,Daniel Sheridan,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",daniel.sheridan@nm.com,,Salesforce
10972480,Inactive Investor,Christopher Mcrae,Relationship Manager,"Cable Hill Partners, LLC",cj.mcrae@cablehill.com,,Salesforce
11080403,Inactive Investor,Jacob Hunt,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,jake.hunt.pwmr@statefarm.com,,Salesforce
10858648,Inactive Investor,Steven Crossett,Senior Vice President - Financial Planning,Edelman Financial Engines Melbourne FL 4865 N Wickham Rd,scrossett@edelmanfinancialengines.com,,Salesforce
9552592,,Todd Liska,,,tliska@comcadt.net,,List import
10763724,Inactive Investor,Jonathan Seibel,Financial Advisor,Edward Jones Saint Louis MO 8000 Maryland Ave,jon.seibel@edwardjones.com,,Salesforce
11169433,Inactive Investor,Timothy Kellis,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,timothy.kellis@primerica.com,,Salesforce
10844451,Inactive Investor,Adam Hartrum,Financial Advisor,LPL Financial LLC Torrance CA 2790 Skypark Dr,adam.hartrum@lpl.com,,Salesforce
11090448,Inactive Investor,Haleigh Moody,,Stonex Securities Inc. Macon GA 2500 Northside Xing,haleigh.moody@saswealth.com,,Salesforce
11196114,Inactive Investor,Thomas Schultz,,LPL Financial LLC Rochester NY 225 Chestnut St,,,Salesforce
11053857,Inactive Investor,Stuart Taylor,Financial Advisor,"Osaic Wealth, Inc. Spring TX 23 Crownberry Ct",stuart.taylor@royalaa.com,,Salesforce
10968461,Inactive Investor,Robyn Holtz,,State Farm VP Management Corp. Richardson TX 1415 State St,robyn.bowers.dvbm@statefarm.com,,Salesforce
9561088,,Ryan Woytcke,,,rwoytcke@crownmail.net,,List import
9617457,,Christopher Stalcup,,,cstalcup@chicagoventure.com,,List import
11163839,Inactive Investor,Salvatore Ventimiglia,Financial Advisor,LPL Financial LLC Clinton Township MI 35746 Harper Ave,sam.ventimiglia@lpl.com,,Salesforce
11090775,Inactive Investor,Barry Debany,,Cetera Advisor Networks LLC Tarrytown NY 303 S Broadway,debanyb@ceteranetworks.com,,Salesforce
11042294,Inactive Investor,Bernard Martino,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
340062,,David Griffith,Associate,"Ibn Financial Services, Inc",dkgriffith12@aol.com,315-652-4426,Manual List Upload
10819644,Inactive Investor,Cleopatra Morales,,NYLIFE Securities LLC Austin TX 4718 Duval St,cmmorales@ft.newyorklife.com,,Salesforce
9127742,,Owen Job,,,owen.job@gardacp.com,,List Import
10984292,Inactive Investor,Jacob Weber,Wealth Advisor,"Willow Creek Wealth Management, Inc.",jake@willowcreekwealth.com,,Salesforce
11082265,Inactive Investor,Walter Shappley,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,walter.shappley@primerica.com,,Salesforce
10789191,Inactive Investor,Laura Branum,Chief Operating Officer;Chief Operations Officer;Regulatory Contact,"Legacy Financial Advisors, Inc.",,,Salesforce
10916448,Inactive Investor,Jonathan Clegg,Financial Advisor,Edward Jones Pleasant Grove UT 1809 W State Rd,jon.clegg@edwardjones.com,,Salesforce
10820576,Inactive Investor,Jeneen Crane,Financial Advisor,LPL Financial LLC South Bend IN 110 S Main St,j.crane@lpl.com,,Salesforce
11109356,Inactive Investor,Erick Ellsweig,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",erick_ellsweig@ml.com,,Salesforce
11127358,Inactive Investor,Michael Todd,,"Farmers Financial Solutions, LLC Columbus GA 6424 Bradley Park Dr",mtodd@farmersagent.com,,Salesforce
341799,,Peter Clarke,COO,Bcas,ptc@bcfinance.com,603-668-4353,Manual List Upload
11035227,Inactive Investor,Richard Sanders,Senior Investment Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",richard.sanders@ml.com,,Salesforce
9588790,,Daniel Petrey,,,dan.petrey@mpwealthadvisors.com,,List import
10603813,,Peter Lurie,"Chief Executive Officer, General Counsel, Regulatory Contact",Tenaron Capital Management LP,plurie@tenaroncapital.com,,List import
11110932,Inactive Investor,Van Hobbs,Senior Relationship Manager,"Apollon Wealth Management, LLC Columbia SC 1320 Main St",van.hobbs@apollonwealth.com,,Salesforce
9630353,,Andrew Shum,,,andrewjshum@gmail.com,,List import
10980206,Inactive Investor,Patricia Ellis,,PFS Investments Inc. Ventura CA 3875 Telegraph Rd,patricia.ellis@primerica.com,,Salesforce
518,,,,,benedictvandalen@ziggo.nl,,
10906581,Inactive Investor,Kenan Nacar,Chief Compliance Officer;Founder;Managing Partner;Private Wealth Advisor,"Charles River Wealth Management, LLC",knacar@charlesriverwealth.com,,Salesforce
353231,,Matthew Ferguson,Principal,Generational Partners,matthew@generational.partners,,Event
10926397,Inactive Investor,Anthony Schaustal,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 717 Avenue of the Americas,anthony.schaustal@citigroup.com,,Salesforce
10984700,Inactive Investor,Kalpesh Patel,,"Charles Schwab & Co., Inc. Horsham PA 303 Horsham Rd",,,Salesforce
11107159,Inactive Investor,Adrian Byrd,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 444 Skokie Blvd",adrian.byrd@fmr.com,,Salesforce
341443,,Reto Iseli,Deputy General Counsel,Stepstone Group Europe Alternative Investments Lim,riseli@stepstoneglobal.com, -361680,Manual List Upload
53954,,Greg Stevenson,President,"Steelhead Partners, Llc",greg@steelhead.com,206-307-0910,Manual List Upload
9594135,,Deborah Francesco,,,dfrancesco@baldwinmgt.com,,List import
11220426,,Michael Carrico,,,mcarrico@howeandrusling.com,,Other
10913427,Inactive Investor,Joseph Romei,Chief Compliance Officer;Managing Member,"Wayne Wealth Management, Inc.",,,Salesforce
11150975,Inactive Investor,Brian Douglass,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",brian.douglass@nm.com,,Salesforce
10956182,Inactive Investor,Zeb Taylor,Member;Partner;Regulatory Contact,"Langley Wealth Management, LLC",ztaylor@langleywm.com,,Salesforce
11177982,Inactive Investor,Pierce Faragasso,Private Banker,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,pierce.faragasso@jpmorgan.com,,Salesforce
10933009,Inactive Investor,Anthony Allbright,Senior Investment Advisor,"CUSO Financial Services, L.P. Albuquerque NM 8321 Palomas Ave NE",,,Salesforce
10773367,Inactive Investor,Janine Bouchard,,"MML Investors Services, LLC Hingham MA 25 Recreation Park Dr",jbouchard@financialguide.com,,Salesforce
9584349,,John Cancellieri,,,jcancellieri@glouston.com,,List import
11179740,Inactive Investor,Trevor Erickson,,"Northwestern Mutual Investment Services, LLC Sparta WI 921 W Wisconsin St",trevor.erickson@nm.com,,Salesforce
10814487,Inactive Investor,Daniel Senica,Financial Advisor;Senior Vice President,PNC Investments Dearborn MI 6 Parklane Blvd,daniel.senica@pnc.com,,Salesforce
219817,,emma holyoake,,[Unknown],emmaholyoake@gmail.com,,
9595932,,Diana Dai,,,dianasalvatour@icloud.com,,List import
9637818,,Chan Chun Hong,,,chanchunhong@avanda.sg,,List import
10984213,Inactive Investor,Christopher Gentry,,"Burch & Company, Inc",,,Salesforce
352735,,Joyce Fisher,Office Manager,"Hudson Heritage Capital Management, Inc.",jfisher@hhcminc.com,914-271-8102,Manual List Upload
11029347,Inactive Investor,Lily Denny,,"Charles Schwab & Co., Inc. Eugene OR 975 Oak St",,,Salesforce
11235006,Inactive Investor,Robert Forster,Chief Compliance Officer;Counsel,"Summit Rock Advisors, LP",,,Salesforce
117411,,Steven Bryer,Owner,"Securities America Advisors, Inc.",steven.bryer@securitiesamerica.com,215-953-9444,
10797279,Inactive Investor,David Engler,Registered Principal,"Osaic Institutions, Inc. Saint Paul MN 111 Empire Dr",david.engler@lpl.com,,Salesforce
11079419,Inactive Investor,Mary Hawley,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9606333,,Ali Husain,,,alihusainmd@gmail.com,,List import
342508,,Regina Pratt,Client Relations,Kiplinger Wealth Advisors,reggie@kipinvest.com,937-886-1442,Manual List Upload
11128349,Inactive Investor,Ann Prizzi,,B. Riley Wealth Management Paramus NJ 61 S Paramus Rd,aprizzi@brileywealth.com,,Salesforce
10953287,Inactive Investor,Linda Graff,President,"Linda L. Graff, C.P.A., P.C.",,,Salesforce
10821493,Inactive Investor,James Weaver,,"MML Investors Services, LLC Wheeling WV 1144 Market St",jweaver@massmutual.com,,Salesforce
11192229,Inactive Investor,Janine Melvin,Owner,"Dartmouth Capital Advisors, Inc.",,,Salesforce
11169587,Inactive Investor,Na Ren,,"Wells Fargo Clearing Services, LLC Chino Hills CA 3289 Grand Ave",na.ren@wellsfargoadvisors.com,,Salesforce
11219374,,Bradley Wobig,,,bwobig@ayco.com,,Other
344173,,Walker Kahle,Vice President,"The Capstreet Group, Llc",wkahle@capstreet.com,713-332-2700,Manual List Upload
10936772,Inactive Investor,David Foguet,Financial Professional,"MML Investors Services, LLC San Jose CA 2150 N 1st St",dfoguet@financialguide.com,,Salesforce
233270,, -,,[[Unknown]],rgleibold@gmail.com,,
10768367,Inactive Investor,Steven Loesch,Financial Advisor,"Nations Financial Group, Inc. Cedar Rapids IA 3053 Center Point Rd NE",sloesch@nationsfg.com,,Salesforce
10937258,Inactive Investor,Colin Johannessen,Financial Professional,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",colin.johannessen@equitable.com,,Salesforce
223366,,Muhammad Reza Naufal,Marketing,Trijaya Pratama Futures,rezanfl21@gmail.com,,
11236510,Inactive Investor,Christopher Brace,Agent;Investment Advisor Representative,Coppell Advisory Solutions LLC Sunfield MI Private Residence,,,Salesforce
10658333,,James McCarroll,,,jmccarroll@primerica.com,,List Import
9547233,,Blake Brown,,,brownb4@myavantax.com,,List import
10901308,Inactive Investor,Scott Whitney,,BBVA Securities Inc.,,,Salesforce
11185127,Inactive Investor,Christopher Viveiros,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,cjviveiros@ft.newyorklife.com,,Salesforce
11232786,Inactive Investor,Christopher Belich,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,christopher.belich@us.hsbc.com,,Salesforce
10866650,Inactive Investor,Joyce Combs,Regional Vice President,PFS Investments Inc. Fairborn OH 3162 Presidential Dr,joyce.combs@primerica.com,,Salesforce
11072245,Inactive Investor,Jeffrey Brendle,Client Relationship Specialist,"Charles Schwab & Co., Inc. Philadelphia PA 1650 Market St",jeff.brendle@schwab.com,,Salesforce
11190377,Inactive Investor,Jason Lowe,,Thrivent Investment Management Inc. Oshkosh WI 40 W 6th Ave,jason.lowe@thrivent.com,,Salesforce
10892724,Inactive Investor,Emily Grant,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10771386,Inactive Investor,Gabriel Capps,,"Principal Securities, Inc.",capps.gabriel@principal.com,,Salesforce
10786017,Inactive Investor,Robert Confessore,President,"Hartshorne Group, LLC",bconfessore@hartshornegroup.com,,Salesforce
10766155,Inactive Investor,Katherine Fleiss,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",katie.fleiss@wellsfargoadvisors.com,,Salesforce
10848228,Inactive Investor,Richard Schuchardt,,"Wells Fargo Clearing Services, LLC Mechanicsville VA 7085 Mechanicsville Tpke",richard.schuchardt@wellsfargoadvisors.com,,Salesforce
9594090,,M Jyoti,,,mj333180@gmail.com,,List import
10761292,Inactive Investor,John Alekna,Financial Planning Specialist;Managing Director;Wealth Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,john.n.alekna@morganstanley.com,,Salesforce
11112571,Inactive Investor,Michael Marotta,Team Administrator,UBS Financial Services Inc. New York NY 299 Park Ave,mike.marotta@ubs.com,,Salesforce
9611374,,Sarah Boston,,,sarah.boston@bookendsfp.com,,List import
10835146,Inactive Investor,James Hollon,,"Ameriprise Financial Services, LLC Lubbock TX 3223 S Loop 289",james.hollon@ampf.com,,Salesforce
2215700,,Alan Chen,,[Unknown],seadogfish@gmail.com,,
10644921,,Regina Savage,,,regina.savage@morganstanley.com,,List Import
9583926,,Jamison Monroe,,,jmonroe@monroevos.com,,List import
10985012,Inactive Investor,John Phillips,,NYLIFE Securities LLC Birmingham AL 2311 Highland Ave S,jrphillips@ft.newyorklife.com,,Salesforce
11087851,Inactive Investor,Megan Rhodes,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",megan.m.rhodes@nm.com,,Salesforce
9588932,,samarian77@hotmail.com Russo,,,samarian77@hotmail.com,,List import
10795206,Inactive Investor,Alan Van Delinder,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Minot ND 1111 31st Ave SW",alan.vandelinder@ampf.com,,Salesforce
10880260,Inactive Investor,Nicholas Frederick,Private Client Banker,J.P. Morgan Securities LLC Marietta GA 1060 E Piedmont Rd,nicholas.frederick@jpmorgan.com,,Salesforce
10867155,Inactive Investor,Charles McCalla,Investment Specialist;Vice President,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,charles.e.mccalla@jpmorgan.com,,Salesforce
11233263,Inactive Investor,Juan Vazquez,,"Osaic Wealth, Inc. Tustin CA 17541 17th St",,,Salesforce
9618231,,Kyung Park,,,kpark@hudsonbaycapital.com,,List import
11012431,Inactive Investor,Paloma Alvarado,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,palvarado@ft.newyorklife.com,,Salesforce
9618208,,Zachary Sikora,,,zachary.sikora@citadel.com,,List import
11065834,Inactive Investor,Tyler Wall,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9605253,,Diane Wade,,,diane.wade@cbreclarion.com,,List import
9625632,,Susan Talsma,,,susietalsma5@gmail.com,,List import
83123,,Paul Wilhelmsen,Principal,AI & IP Consulting,paul@aiipconsult.com,,
11158173,Inactive Investor,David Hester,,Fidelity Brokerage Services LLC Ft. Mitchell KY Private Residence,,,Salesforce
11163650,Inactive Investor,Richard Czerniak,Chief Compliance Officer;President,"Prince Asset Management, Inc. Sarasota FL 240 N Washington Blvd",rick@princeassetmanagement.com,,Salesforce
11055485,Inactive Investor,Terri McBride,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11181873,Inactive Investor,Darla Johnson,,"Wells Fargo Clearing Services, LLC Wayzata MN 900 E Wayzata Blvd",,,Salesforce
11027659,Inactive Investor,Gerald Divozzo,,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,gerald.divozzo@lpl.com,,Salesforce
11072198,Inactive Investor,Lisa Haley,,J.P. Morgan Securities LLC Pittsburgh PA 301 Grant St,,,Salesforce
11205057,Inactive Investor,Nichole Monroe,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",nichole.monroe@prudential.com,,Salesforce
374608,,Kobe Couyoumian,,Cingery Financial,kobe@cinergyfinancial.com,714-210-0549,Salesforce
9566221,,Miguel Martinez Martinez,,,fammartinez369@gmail.com,,List import
11103411,Inactive Investor,Nakita Kirchner,Paraplanner,"Osaic Wealth, Inc. Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
9601643,,Kathryn Lund,,,kathy@mosaicfinancialadvisors.com,,List import
10849817,Inactive Investor,Xavier Urpi,Chief Investment Officer;Investment Advisor;Managing Partner;Regulatory Contact,"Emergent Financial Services, LLC.",xavier@emergentfs.com,,Salesforce
10850251,Inactive Investor,David Adamson,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",david.adamson@nm.com,,Salesforce
11177326,Inactive Investor,Christopher Caylor,,Cetera Advisors LLC,christopher.caylor@ceteraadvisors.com,,Salesforce
10933605,Inactive Investor,Sandra Miller-Mcmichael,,LPL Financial LLC Indianapolis IN 10401 N Meridian St,sandra.miller-mcmichael@lpl.com,,Salesforce
11219787,,Carlos Gonzalez,,,carlos.gonzalez@troweprice.com,,Other
11112895,Inactive Investor,Peter Sneve,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
11090511,Inactive Investor,Patrick Hynes,Financial Advisor,Edward Jones Albemarle NC 731 N 2nd St,patrick.hynes@edwardjones.com,,Salesforce
10787791,Inactive Investor,Steven Klein,,"Frost Brokerage Services, Inc.",sklein@frostbank.com,,Salesforce
11122915,Inactive Investor,Ashok Agarwalla,Financial Advisor,Edward Jones Coppell TX 546 E Sandy Lake Rd,ashok.agarwalla@edwardjones.com,,Salesforce
6290243,,sadre wasder,,,fifekiv122@quamox.com,,Web Form Fillout
11186998,Inactive Investor,Andrew Bertan,,J.P. Morgan Securities LLC Palm Harbor FL 4890 Ridgemoor Blvd,andrew.bertan@chase.com,,Salesforce
11230302,Inactive Investor,Harriet Smallwood,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,hlsmallwood@ft.newyorklife.com,,Salesforce
374715,,Janet Wan,"President, Senior Retirement Plan Advisor",Sierra Pacific Financial Advisors,,925-223-8868,Manual List Upload
11083382,Inactive Investor,Andrew Pagoulatos,Vice President - Investments,"LaSalle St Securities, L.L.C. Succasunna NJ 15 Commerce Blvd",,,Salesforce
248954,,Jim Tay,VP,OC,jimtaykh@gmail.com,,Manual List Upload
11219524,,Christina Zins,,,c.zins@lpl.com,,Other
9582049,,Larry Horowitz,,,callingllh@verizon.net,,List import
11160053,Inactive Investor,Ria Jotsinghani,,Goldman Sachs & Co.,,,Salesforce
11122359,Inactive Investor,Lisa Denningham,Supervisory Principal,LPL Financial LLC Concord NH Private Residence,lisa.denningham@lpl.com,,Salesforce
229718,, -,,[[Unknown]],ja0961469866@gmail.com,,
11120788,Inactive Investor,Craig Eshenko,Financial Advisor,Edward Jones Trabuco Canyon CA 31991 Dove Canyon Dr,craig.eshenko@edwardjones.com,,Salesforce
10820795,Inactive Investor,John Shaw,,LPL Financial LLC Toledo OH Private Residence,john.shaw@lpl.com,,Salesforce
11038368,Inactive Investor,Karen Dunn,,"Farmers Financial Solutions, LLC Dupont WA 1408 Palisade Blvd",,,Salesforce
352507,,Joey Delgado,Executive Assistant,"Align Capital Partners, Lp",jdelgado@aligncp.com,214-780-0857,Manual List Upload
10981993,Inactive Investor,Cody Wiseman,Senior Advisor,"Soltis Investment Advisors, LLC Chandler AZ Private Residence",cody@soltisadvisors.com,,Salesforce
10896796,Inactive Investor,Steven Schroeder,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,steven.schroeder@fmr.com,,Salesforce
9607413,,John Dixon,,,dixj321@gmail.com,,List import
9624658,,Martin Price,,,pricedesign@yahoo.com,,List import
9608541,,Paul Norman,,,paulnorman79@gmail.com,,List import
11059356,Inactive Investor,Michelle Evard,Managing Director;Owner;President,"Me Financial, PLLC",michelle@mefinancial.net,,Salesforce
9557701,,Randall Thomas,,,thomas.randy@principal.com,,List import
11055526,Inactive Investor,Stephen Luthmann,First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbridge NJ 17 Woodbridge Center Dr",stephen.luthmann@wellsfargo.com,,Salesforce
11088006,Inactive Investor,Benjamin Grad,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 2535 Camino del Rio S",ben.grad@ampf.com,,Salesforce
10885634,Inactive Investor,Stephen Miller,Financial Advisor,Thrivent Investment Management Inc. Land O Lakes FL 2651 Narnia Way,stephen.miller@thrivent.com,,Salesforce
10937795,Inactive Investor,Adam Smith,,Purshe Kaplan Sterling Investments Brentwood TN 1802 Williamson Ct,asmith@pksinvest.com,,Salesforce
10944692,Inactive Investor,Benjamin Peterson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evans GA 620 Ronald Reagan Dr",bpeterson5@ml.com,,Salesforce
11050530,Inactive Investor,Keith Wright,,State Farm VP Management Corp. Berea OH 585 W Bagley Rd,keithwright@statefarm.com,,Salesforce
232175,, -,,[[Unknown]],luis1969emanuel@gmail.com,,
9579458,,David Bernstein,,,dbernst2@gmail.com,,List import
11161325,Inactive Investor,Catherine Chen,Financial Advisor;Managing Director,"RBC Capital Markets, LLC San Francisco CA 345 California St",catherine.r.chen@rbc.com,,Salesforce
10877091,Inactive Investor,Joseph Tauer,Financial Advisor,Edward Jones Hutchinson MN 205 Jefferson St SE,joe.tauer@edwardjones.com,,Salesforce
10903048,Inactive Investor,Renia Holley,,Country Capital Management Company Belleville IL 1478 E State Rte 15,renia.holley@countryfinancial.com,,Salesforce
11036709,Inactive Investor,Keith Johnson,Financial Advisor,Edward Jones Hendersonville NC 101 Chadwick Square Ct,keith.w.johnson@edwardjones.com,,Salesforce
11080052,Inactive Investor,Marcie Crabb,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,mcrabb@primerica.com,,Salesforce
10994551,Inactive Investor,Mason Kolean,,William Blair New York NY 1166 Avenue of the Americas,mkolean@williamblair.com,,Salesforce
11193053,Inactive Investor,Carrie Carr,Financial Advisor,ARIA Wealth Management Little Rock AR 650 S Shackleford Rd,,,Salesforce
11077279,Inactive Investor,Dustin Illgen,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Princeton NJ 90 Nassau St",dustin.illgen@rbc.com,,Salesforce
11094353,Inactive Investor,Mark Stevenson,,"First Citizens Investor Services, Inc. Menlo Park CA 2770 Sand Hill Rd",mark.stevenson@firstcitizens.com,,Salesforce
11221351,,Jonathan Dominy,,,jonathan.dominy@bernstein.com,,List Import
11118599,Inactive Investor,Felicia Hogue,Portfolio Administrator;Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",felicia.hogue@wfafinet.com,,Salesforce
10613064,,Anthony Luppino,"Managing Director, Senior Financial Advisor",,anthony_w_luppino@ml.com,,List Import
340034,,Cheri Burnham,Partner,Moss Adams Wealth Advisors Llc,cheri.burnham@mossadams.com,206-302-6500,Manual List Upload
10868955,Inactive Investor,Mitchell Trotter,,"Farmers Financial Solutions, LLC Tulsa OK 3745 E 31st St",,,Salesforce
10977860,Inactive Investor,Catherine Feltman,,J.P. Morgan Securities LLC Louisville CO 578 S McCaslin Blvd,catherine.feltman@jpmorgan.com,,Salesforce
9544513,,Luis Pinto,,,lfdjpinto@gmail.com,,List import
10856342,Inactive Investor,Tamra Gann-Curry,Private Wealth Manager,LPL Financial LLC Houston TX 2200 Space Park Dr,tamra.gann@lpl.com,,Salesforce
11075900,Inactive Investor,Jae Kim,Chief Compliance Officer;Chief Executive Officer;Investment Analyst;Secretary;Treasurer,Cyclus Wealth Management,jkim@cycluswealth.com,,Salesforce
11020165,Inactive Investor,Schneidig Aroche,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",saroche@firstcommand.com,,Salesforce
2626592,,Karan Saroj,,,karansaroj1515@gmail.com,,
10883661,Inactive Investor,Joseph Warren,Financial Advisor,Edward Jones Lubbock TX 4612 71st St,,,Salesforce
374591,,Drew Clarke,,[Unknown],drewanthonyclarke@gmail.com,,Salesforce
11021084,Inactive Investor,Greg Goldfeder,Partner;Wealth Advisor,Vivaldi Capital Management LP Beachwood OH 3333 Richmond Rd,ggoldfeder@vivaldicap.com,,Salesforce
10937100,Inactive Investor,Lynn Morris,,PlanMember Securities Corporation Alpharetta GA Private Residence,lmorris@planmembersec.com,,Salesforce
10832907,Inactive Investor,Timothy Braun,Senior Vice President - Investments,"Northland Securities, Inc.",tbraun@northlandsecurities.com,,Salesforce
10836582,Inactive Investor,Stanley Kerrick,,"Sunbelt Securities, Inc. Lexington KY 2365 Harrodsburg Rd",,,Salesforce
11231419,Inactive Investor,Abigail Kirchner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",abigail.kirchner@ml.com,,Salesforce
10785024,Inactive Investor,Tito Salas,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,tito.salas@citi.com,,Salesforce
10877896,Inactive Investor,Yosef Mchugh,Financial Advisor,Edward Jones Kirksville MO 210 Pfeiffer Ave,yosef.mchugh@edwardjones.com,,Salesforce
344039,,Rick Perlman,Financial Advisor,"Kingsview Wealth Management, Llc",rperlman@kingsviewam.com,312-870-6701,Manual List Upload
11178634,Inactive Investor,Jordan Davan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Carmel IN 2375 E 116th St",jordan.davan@schwab.com,,Salesforce
10933162,Inactive Investor,Aaron Tice,,"Regulus Financial Group, LLC Elk River MN Private Residence",,,Salesforce
11185552,Inactive Investor,Sean Gabaldon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11008149,Inactive Investor,Matthew Thompson,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",matthew.r.thompson@nm.com,,Salesforce
11068348,Inactive Investor,Gaurav Chavda,Executive Director,J.P. Morgan Securities LLC Plano TX 6101 Legacy Dr,gaurav.a.chavda@jpmorgan.com,,Salesforce
11091655,Inactive Investor,Wendy Moy,Retirement Plan Specialist,"Voya Financial Advisors, Inc. Lawrenceville GA 750 S Perry St",wendy.moy@voya.com,,Salesforce
238551,,mikec@finmc.com Crown,,[Unknown],mikec@finmc.com,,source
9584716,,Virgil Scurtu,,,scurtuvirgil62@yahoo.com,,List import
11004481,Inactive Investor,Stefan Sieradzan,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",ssieradzan@saybruspartners.com,,Salesforce
10933082,Inactive Investor,Jake Taylor,Associate Vice President;Client Associate,Rockefeller Financial LLC,jtaylor@rockco.com,,Salesforce
11212710,Inactive Investor,Caroline Hall,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,cmhall@ft.newyorklife.com,,Salesforce
11211120,Inactive Investor,Michael Cunningham,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",michael.r.cunningham@wellsfargoadvisors.com,,Salesforce
206140,,Paul Morse,,[Unknown],paul.morse9@gmail.com,,Paid Search
11112220,Inactive Investor,Monique Negrete,,J.P. Morgan Securities LLC Clackamas OR 12400 SE Sunnyside Rd,monique.negrete@jpmorgan.com,,Salesforce
11032599,Inactive Investor,Michael Rendler,Client Service Representative,Commonwealth Financial Network Prairie Du Sac WI 625 Water St,,,Salesforce
11087095,Inactive Investor,Mathew Coyne,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,mathew.coyne@jpmorgan.com,,Salesforce
10823393,Inactive Investor,Candace Stone,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Austin TX 8701 Bee Caves Rd,candace.stone@morganstanley.com,,Salesforce
9617078,,Marie Joseph,,,momone125@yahoo.com,,List import
10661838,,Joshua Levinson,,,jlevinson@golubcapital.com,,List Import
11147020,Inactive Investor,Todd Sterling,,"Cambridge Investment Research, Inc. Rochester MI 455 S Livernois Rd",,,Salesforce
11234252,Inactive Investor,Michael Conway,,"Cambridge Investment Research, Inc. Bedford NH 3 Bedford Farms Dr",,,Salesforce
11196560,Inactive Investor,Mark Tate,,"M Holdings Securities, Inc. Brookfield WI Private Residence",,,Salesforce
9610058,,John Boron,,,jboron1986@gmail.com,,List import
9618749,,Jae Kwon,,,jkwon@cstonellc.com,,List import
5915253,,Mary Johnson,,,dayilam813@miarr.com,,Web Form Fillout
9577503,,Salim Khanachet,,,skhanachet@winvcounsel.com,,List import
9574799,,Peter Maloney,,,pmaloney14@gmail.com,,List import
11049307,Inactive Investor,Connor Hamilton,Wealth Planning Associate,UBS Financial Services Inc. Denver CO 205 Detroit St,,,Salesforce
11231899,Inactive Investor,Fabian Gonzalez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11032669,Inactive Investor,Nilpa Patel,,PFS Investments Inc. Monroe LA 1707 Shannon St,nilpapatel@primerica.com,,Salesforce
11117199,Inactive Investor,Judith Lee,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",judith_lee@ml.com,,Salesforce
10857212,Inactive Investor,Ellis Regini,,"Regulus Financial Group, LLC Navasota TX Private Residence",,,Salesforce
9630156,,R. van der Voort,,,richard@vdvoort.net,,List import
11071796,Inactive Investor,William Edington,,"Allstate Financial Services, LLC Pewaukee WI 690 Westfield Way",wedington@allstate.com,,Salesforce
10777077,Inactive Investor,Britton Nowell,Senior Client Advisor,Arvest Wealth Management Little Rock AR 16107 Chenal Pkwy,bnowell@arvest.com,,Salesforce
345379,,Stephen Birmingham,"Executive Vice President, Director, Business Development",Nbw Capital Llc,sbirmingham@nbwcapital.com,617-482-2222,Manual List Upload
11152864,Inactive Investor,Natalie Perdomo,,"HighTower Securities, LLC Signal Mountain TN 1306 Taft Hwy",natalie.perdomo@hightoweradvisors.com,,Salesforce
9627722,,Li Sun,,,l3sun@yahoo.com,,List import
10791252,Inactive Investor,Timothy Duncan,Financial Advisor,Commonwealth Financial Network Midland Park NJ 6 Prospect St,tduncan@commonwealth.com,,Salesforce
10888208,Inactive Investor,Timothy Holly,,"Osaic Wealth, Inc. Phoenix AZ 1300 E Missouri Ave",,,Salesforce
10903961,Inactive Investor,Tonya Kalodimos,,J.P. Morgan Securities LLC Loves Park IL 7997 N Alpine Rd,tonya.kalodimos@jpmorgan.com,,Salesforce
10793980,Inactive Investor,Michael Mccarthy,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10920758,Inactive Investor,Roger Gleisner,Financial Advisor,"Calton & Associates, Inc. Mesa AZ 1745 S Alma School Rd",rgleisner@calton.com,,Salesforce
10834764,Inactive Investor,Stephen Levy,,"Hornor, Townsend & Kent, LLC Tampa FL 4300 W Cypress St",slevy@htk.com,,Salesforce
10785003,Inactive Investor,Zoe Ganglani,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,zoe.ganglani@fidelity.com,,Salesforce
11141196,Inactive Investor,Jacqueline Prideaux,Lead Advisor;Partner,Brighton Jones LLC,,,Salesforce
10898105,Inactive Investor,Amy Harris,,Cetera Investment Services LLC Selma AL 418 Lauderdale St,amy.harris@ceterais.com,,Salesforce
10879768,Inactive Investor,Keith Schneider,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,keith.schneider@fmr.com,,Salesforce
11014128,Inactive Investor,Lindsey Randall,,Deutsche Bank Securities Inc.,lindsey@deutschewealth.com,,Salesforce
11119591,Inactive Investor,Christopher Cobus,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.cobus@fidelity.com,,Salesforce
11218572,,Daniel Smith,,,daniel.smith@rbc.com,,Other
148778,,rik desaver,,[Unknown],rik.desaver@telenet.be,,Paid Social
4525277,,Chibueze Nnodim,,,kingsleynnodim12@gmail.com,,Web Form Fillout
9622045,,Mena Hanna,,,mena@penniall.com,,List import
10768875,Inactive Investor,Charlene Hall,,PFS Investments Inc. Charlotte NC 1819 Charlotte Dr,charlene.hall@primerica.com,,Salesforce
10985609,Inactive Investor,Justin Doneth,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 3550 Liberty Rd S",,,Salesforce
11132249,Inactive Investor,David Koehler,,"Independent Financial Group, LLC San Jose CA 1541 The Alameda",,,Salesforce
374267,,Robert Trupin,,,roberttrupin321@gmail.com,203-887-2982,Salesforce
11001885,Inactive Investor,Miguel Martin,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bakersfield CA 5701 Truxtun Ave",miguel.martin@tfaconnect.com,,Salesforce
9548107,,Sarah Frenczak,,,sarah.frenczak@transamerica.com,,List import
10768754,Inactive Investor,Gregory Lauray,,Cetera Financial Specialists LLC Nazareth PA Private Residence,gregory.lauray@ceterafs.com,,Salesforce
10833025,Inactive Investor,Donald Daniel,,"Osaic Wealth, Inc. Sumter SC 234 Broad St",,,Salesforce
10974071,Inactive Investor,Mary Greener,,"Raymond James & Associates, Inc. Wyandotte MI 3003 Biddle Ave",mary.greener@raymondjames.com,,Salesforce
10810455,Inactive Investor,Aaron McCormick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
101728,,Ari Sass,"President, Senior Portfolio Manager (equities)",M.d. Sass Associates Inc.,asass@mdsass.com,212-730-2000,Manual List Upload
9562295,,David Rushman,,,drushman@sigmarep.com,,List import
10915057,Inactive Investor,Mantvydas Bartkaitis,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",mantvydas.bartkaitis@schwab.com,,Salesforce
11084673,Inactive Investor,Andrew Engels,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,andrew.engels@morganstanley.com,,Salesforce
10957147,Inactive Investor,Donald Asfahl,Chairman;Portfolio Manager,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,dasfahl@rwbaird.com,,Salesforce
11180335,Inactive Investor,Michael Rader,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennewick WA 8121 W Quinault Ave",michael_rader@ml.com,,Salesforce
10949160,Inactive Investor,Viren Chadha,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",viren.chadha@ml.com,,Salesforce
11099526,Inactive Investor,Jerilyn Shannon,Chief Compliance Officer,"TrinityPoint Wealth, LLC",jshannon@trinitypointwealth.com,,Salesforce
10811090,Inactive Investor,Bart Speziali,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",bart_speziali@ml.com,,Salesforce
10996062,Inactive Investor,David Falcone,,Edward Jones Jacksonville Beach FL 1500 Beach Blvd,,,Salesforce
9613093,,Jason Karceski,,,jkarceski@lsvasset.com,,List import
9616265,,Swenson Todd,,,todd_j_swenson@vanguard.com,,List import
10757917,Inactive Investor,Stephen Cohn,Chief Operating Officer;Co-Founder;Co-President;Director,Sage Financial Group Inc.,scohn@sagefinancial.com,,Salesforce
11070851,Inactive Investor,Rafael Pena,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10935612,Inactive Investor,Tyler Atkinson,Financial Advisor,LPL Financial LLC Bellevue WA 11900 NE 1st St,tyler.atkinson@lpl.com,,Salesforce
10990167,Inactive Investor,Dylan Breaux,,"Ameriprise Financial Services, LLC Lake Charles LA 4110 Lake St",dylan.breaux@ampf.com,,Salesforce
10961730,Inactive Investor,Denise Sines,,"Avantax Investment Services, Inc. Beltsville MD 10710 Baltimore Ave",,,Salesforce
11022395,Inactive Investor,Christi Cristians,,"Cambridge Investment Research, Inc. Fairview PA Private Residence",,,Salesforce
10801110,Inactive Investor,James Koinos,Financial Advisor,Edward Jones Punta Gorda FL 100 Sullivan St,jim.koinis@edwardjones.com,,Salesforce
11142025,Inactive Investor,Matthew Ludwick,,Cetera Investment Services LLC Gulfport MS 2510 14th St,,,Salesforce
10932357,Inactive Investor,Benjamin Rapanos,Financial Advisor,"Ameriprise Financial Services, LLC Saginaw MI 2205 Trautner Dr",benjamin.rapanos@ampf.com,,Salesforce
9639358,,Stephen Hodson,,,shodson@feg.com,,List import
152683,,James McBride,,[Unknown],j.mcbride717@gmail.com,,
9603010,,Matt Bailey,,,mattheb92@gmail.com,,List import
9586691,,Stephan Guillen,,,stephanguillen.sg@gmail.com,,List import
11094270,Inactive Investor,Diane Thomas,Financial Services Professional,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",dianethomas@financialguide.com,,Salesforce
10822010,Inactive Investor,Kim Spidle,Financial Advisor,Edward Jones Cameron MO 117 E 3rd St,kim.spidle@edwardjones.com,,Salesforce
11149150,Inactive Investor,Anna Snider,Chief Investment Officer;Head - Global Equity Due Diligence,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10858258,Inactive Investor,Jazlee Cossio,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",jazlee.cossio@ml.com,,Salesforce
143364,,Glenn Arnold,Senior Vice President,Morgan Stanley Smith Barney LLC,glenn.g.arnold@ms.com,1-847-604-7334,Database Upload
9607134,,Michael Brescio,,,mikebrescio@gmail.com,,List import
7297734,,Sreebas biswas Biswas,,,rupalsr605@gmail.com,,Web Form Fillout
9608313,,Andreas Martschitsch,,,martschitsch@startmail.com,,List import
10943418,Inactive Investor,Patrick Mickelson,Chief Compliance Officer;Investment Advisor;Owner;President,"Dendrite Capital, LLC",pat.mickelson@dendritecap.com,,Salesforce
10946629,Inactive Investor,Jon Smith,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,jon.smith@primerica.com,,Salesforce
9612277,,Robert Schwentker,,,schwentker@dlt.education,,List import
10802188,Inactive Investor,Mark Cox,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",mark.cox@nm.com,,Salesforce
9786268,,Tim Papl,,,timpapp1389@gmail.com,,Web Form Fillout
10917781,Inactive Investor,David Donoghue,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Greenfield MA 238 Main St",david.donoghue@nm.com,,Salesforce
9544824,,melina kiser,,,melinak@bdainc.com,,List import
10762092,Inactive Investor,Jill Zahara,Branch Manager;Executive Director,Morgan Stanley Chicago IL 227 W Monroe St,jill.shudrowitz@morganstanley.com,,Salesforce
224817,,chris weiss,,[Unknown],chris1weiss@yahoo.com,,
11140448,Inactive Investor,Steven Grogan,,Commonwealth Financial Network Macomb MI 46851 Garfield Rd,sgrogan@commonwealth.com,,Salesforce
11166624,Inactive Investor,Patrick Nielsen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10974854,Inactive Investor,Jenna Schumann,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jenna_schumann@vanguard.com,,Salesforce
11202868,Inactive Investor,Robert Schundler,Director - Research;Senior Portfolio Manager,"The Colony Group, LLC",rschundler@thecolonygroup.com,,Salesforce
10882478,Inactive Investor,Haley Whited,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",haley.whited@tiaa.org,,Salesforce
9576246,,Jake Richardson,,,jake98richardson@yahoo.com,,List import
228480,, -,,[[Unknown]],771252221@qq.com,,
11207865,Inactive Investor,Liam Scott,Registered Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9559143,,Frank Mentone,,,fmentone@bostonprivate.com,,List import
9636142,,Sofia Hernandez,,,shernandez@palladiumequity.com,,List import
10750164,Inactive Investor,David Lim,,"The Investment Center, Inc. Panama City Calle Alberto Boyd",,,Salesforce
9643675,,John Maialetti,,,advisor3@verizon.net,,List import
233337,,Cynthia Cox -,,Cynthia Cox [[Unknown]],cindyecox45@gmail.com,,Direct
9644661,,Alan Marchman,,,vyvhtw@exelica.com,,List import
9617890,,Aditya Nemani,,,aditya.nemani@citadel.com,,List import
10553674,,owen west,,,oowest@gmail.com,,Web Form Fillout
9600167,,Adam Dechiara,,,adechiara@corecommodityllc.com,,List import
10853085,Inactive Investor,John Coakley,Financial Advisor,LPL Financial LLC New Port Richey FL 1819 Short Branch Dr,john.coakley@lpl.com,,Salesforce
9544305,,Sarah Karmazyn,,,sarah.karmazyn@coinbase.com,,List import
10920869,Inactive Investor,Shazeen Taiyabi,Client Experience Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10816471,Inactive Investor,Timothy Gamrath,Financial Consultant,Thrivent Investment Management Inc. Elk River MN 9010 Quantrelle Ave NE,tim.gamrath@thrivent.com,,Salesforce
10968315,Inactive Investor,Quintesha Scott,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9583645,,Gregory Ramirez,,,gregory.ramirez@artisanpartners.com,,List import
9559175,,Yelena Cavanaugh,,,yelena@solana.foundation,,List import
5152358,,Ryan Malco,,,grayscal@ryx.33mail.com,,Web form fillout
10966616,Inactive Investor,Thomas Hannon,Financial Advisor,"Fuse Partners, LLC Minneapolis MN 4450 Excelsior Blvd",,,Salesforce
10863995,Inactive Investor,Barry Conover,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10820347,Inactive Investor,Leonard Arabia,Private Wealth Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",leonard_arabia@ml.com,,Salesforce
11038377,Inactive Investor,Eric Davis,Financial Advisor;Managing Partner,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",,,Salesforce
230776,, -,,[[Unknown]],siomkelleher@yahoo.com,,
11008853,Inactive Investor,Jacob Kruse,,"Bankers Life Securities, Inc. Austin TX 2211 S Interstate 35",jacob.kruse@bankerslife.com,,Salesforce
11093633,Inactive Investor,Andrew Anton,Board of Managers;Member;Principal,"Hourglass Capital, LLC",danton@hourglasscapital.com,,Salesforce
9558278,,Cole Edwards,,,edwardscolee@gmail.com,,List import
10494503,,Barclay Nelson,"Chief Compliance Officer, Managing Member","Birch Capital Management, LLC",barclay@birchcm.com,,List Import
11183215,Inactive Investor,Corbin Curley,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Oneonta NY 5520 State Hwy 7",corbin.curley@wellsfargoadvisors.com,,Salesforce
11180541,Inactive Investor,Jack Ignatius,,M. S. Howells & Co.,jignatius@mshowells.com,,Salesforce
10829123,Inactive Investor,Cheryl Farley,Executive Director,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,cheryl.farley@jpmorgan.com,,Salesforce
244112,,Matt Kadnar,Portfolio Mgr/Portfolio Strategist,GMO LLC,matt.kadnar@gmo.com,16173467687,Manual List Upload
11176577,Inactive Investor,Hannah Walsh,,Edward Jones Streetsboro OH Private Residence,,,Salesforce
9613134,,Rob Guttschow,,,rguttschow@ftadvisors.com,,List import
10878550,Inactive Investor,Todd Osborn,,"Raymond James Financial Services, Inc. Lenexa KS 11900 W 87th Street Pkwy",,,Salesforce
10965320,Inactive Investor,Ryan Barbosa,,"Allstate Financial Services, LLC Virginia Beach VA 4540 Princess Anne Rd",ryanbarbosa@allstate.com,,Salesforce
321723,,Seema Arora,Founder,CRIDEE,sarora@cridee.org,,Manual List Upload
10928654,Inactive Investor,Jason Beck,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",jason.r.beck@nm.com,,Salesforce
11201884,Inactive Investor,Morgan Matz,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,morgan.matz@citi.com,,Salesforce
11071719,Inactive Investor,Marty Mitts,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",marty_mitts@ml.com,,Salesforce
11101412,Inactive Investor,Richard Plack,,State Farm VP Management Corp. Alliance OH 376 E State St,richardplack@statefarm.com,,Salesforce
10911666,Inactive Investor,Scott Macdonald,Partner - Wealth Management,"LMCG Investments, LLC",smacdonald@lmcg.com,,Salesforce
9604334,,Luis Mario Rodriguez,,,lmrodriguez@privateportfolio.com,,List import
11077507,Inactive Investor,Timothy Burks,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
340383,,Nathalie Allen,Executive Assistant,Sverica Capital Management,nathalie@sverica.com,617-695-0221,Manual List Upload
9586381,,TAN LOC,,,loc092020@gmail.com,,List import
10900340,Inactive Investor,Che Henderson,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,che.henderson.dkzj@statefarm.com,,Salesforce
11076291,Inactive Investor,Gino Gaudino,,Sigma Financial Corporation Northville MI 46670 Stratford Ct,ggaudino@sigmarep.com,,Salesforce
11065736,Inactive Investor,Brian Greene,,Morgan Stanley Chicago IL 233 S Wacker Dr,brian.greene@morganstanley.com,,Salesforce
11207593,Inactive Investor,David Carter,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager;Vice President,Morgan Stanley Redding CA 310 Hemsted Dr,david.r.carter@morganstanley.com,,Salesforce
9605114,,Rob Sagurton,,,rsagurton@jumptrading.com,,List import
10859379,Inactive Investor,Edwin Gonzalez,National Sales Director,PFS Investments Inc. Tarrytown NY 303 S Broadway,edwin.gonzalez@primerica.com,,Salesforce
10819731,Inactive Investor,Michael Hernan,Financial Advisor,Edward Jones Irvine CA 18200 Von Karman Ave,michael.hernan@edwardjones.com,,Salesforce
10839719,Inactive Investor,Mark Swistak,,"Northwestern Mutual Investment Services, LLC Providence RI 275 Promenade St",mark.swistak@nm.com,,Salesforce
228594,, -,,[[Unknown]],my15stang@gmail.com,,
10753128,Inactive Investor,Kathryn Castro,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 150 Allens Creek Rd",kathryn.r.castro@ampf.com,,Salesforce
10998025,Inactive Investor,Thomas Woodbridge,,J.P. Morgan Securities LLC Valley Stream NY 930 Rosedale Rd,thomas.woodbridge@jpmorgan.com,,Salesforce
10891649,Inactive Investor,Derek John,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,derek.john@fidelity.com,,Salesforce
10778367,Inactive Investor,Joseph Arbogast,Assistant Vice President;Wealth Management Associate,Morgan Stanley Baltimore MD 1201 Wills St,joseph.arbogast@morganstanley.com,,Salesforce
9352793,,Sonja Strzoda,Director,NuVision,sonjarstrzoda@outlook.com,7145010392,Web Form Fillout
10845287,Inactive Investor,David Cunningham,Chief Executive Officer;Owner;President,"Sherpa Financial Guides, Inc.",david@sherpafinancialguides.com,,Salesforce
11138484,Inactive Investor,Candace Gary,Private Wealth Advisor,Commonwealth Financial Network Baton Rouge LA 5141 Bluebonnet Blvd,cgary@commonwealth.com,,Salesforce
11122734,Inactive Investor,John Bevinetto,Financial Advisor Trainee,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",ashton.bevinetto@ml.com,,Salesforce
10855423,Inactive Investor,Thomas Vautin,Partner;Principal,Cabot Wealth Management,thomasv@ecabot.com,,Salesforce
11152384,Inactive Investor,Michael Juhn,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",michael.k.juhn@ml.com,,Salesforce
9580380,,Carrie Fellon,,,cfellon@joycepaynepartners.com,,List import
10853027,Inactive Investor,Tracy Spivey,,"Wells Fargo Clearing Services, LLC",tracy.spivey@wellsfargoadvisors.com,,Salesforce
9558117,,Emmanuel Godwin,,,okenwabeluchukwu@gmail.com,,List import
10810819,Inactive Investor,Ellen Hammer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd",ellie.hammer@ml.com,,Salesforce
10510254,,David Olsen,Director,Accelerate Financial,daveolsen10@gmail.com,,List Import
9555067,,two two,,,twotwo@two.com,,List import
11026726,Inactive Investor,Michele Pemberton,Financial Advisor;Managing Partner;President,The Wealth Consulting Group Rancho Mirage CA 70177 Hwy 111,mpemberton@wealthcg.com,,Salesforce
7180331,,yuth sa,,,gaboxon271@oniecan.com,,Web Form Fillout
9561154,,Nick Vallarino,,,nick@iconiqcapital.com,,List import
10656439,,Michael Harlan,,,michael.harlan@ceterafs.com,,List Import
11140734,Inactive Investor,J Sidio,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",j.sidio@benjaminfedwards.com,,Salesforce
10799463,Inactive Investor,Richard Hess,,"Cresap, Inc.",rhess@cresap.com,,Salesforce
10793131,Inactive Investor,Lori Turner,,"Cambridge Investment Research, Inc. Saint Charles MO 2085 Bluestone Dr",,,Salesforce
10796325,Inactive Investor,Daryl Holmes,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,daryl.l.holmes@morganstanley.com,,Salesforce
9546537,,Jaekwon Son,,,jaekwon.son@themiilk.com,,List import
11075714,Inactive Investor,Ted Grubb,,J.P. Morgan Securities LLC Dublin OH 6515 Sawmill Rd,ted.grubb@jpmorgan.com,,Salesforce
10811368,Inactive Investor,Dorris Jernigan,,"Raymond James Financial Services, Inc. Murfreesboro TN 1500 Medical Center Pkwy",dorris.jernigan@raymondjames.com,,Salesforce
226285,, -,,[[Unknown]],etc91791@bellsouth.net,,Initial Salesforce Import
10789991,Inactive Investor,Gary Kearney,Financial Advisor,"Raymond James & Associates, Inc. Rogers AR 3300 Market St",gary.kearney@raymondjames.com,,Salesforce
10880111,Inactive Investor,Ryan Bergmann,Vice President - Personal Financial Management,United Capital Financial Advisors Great Falls VA 746 Walker Rd,ryan.bergmann@gs.com,,Salesforce
9580274,,Salil Jain,,,saliljain@hotmail.com,,List import
10968778,Inactive Investor,Jared Smith,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11203827,Inactive Investor,Eli Adams,Chief Compliance Officer;Managing Member;Regulatory Contact,The Junk Investment Group,eadams@junkinv.com,,Salesforce
11217077,,Terrence Ludwig,,,terry.ludwig.cvwb@statefarm.com,,Other
10929379,Inactive Investor,James McKie,,"Coordinated Capital Securities, Inc. Cochrane WI Private Residence",jmckie@ccsreps.com,,Salesforce
10979577,Inactive Investor,Jie Yang,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,,,Salesforce
11056585,Inactive Investor,Michael Martinez,,PFS Investments Inc. Dallas TX 1111 W Mockingbird Ln,,,Salesforce
11101420,Inactive Investor,Cynthia Haddock,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",cynthia.haddock@empower.com,,Salesforce
9543292,,Rib Wendin,,,rwendiniii@gmail.com,,List import
9574242,,Mark Yuhnke,,,myuhnke@financialguide.com,,List import
227813,, -,,[[Unknown]],fiaazibo@gmail.com,,Organic Search
10997726,Inactive Investor,Brandon Matyuch,,"Frost Brokerage Services, Inc. Austin TX 401 Congress Ave",brandon.matyuch@frostbank.com,,Salesforce
10949834,Inactive Investor,Scott Bradford,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11135641,Inactive Investor,Brenda Knudsen,,Fidelity Brokerage Services LLC,brenda.knudsen@fmr.com,,Salesforce
245934,,Not Provided,Government Relations Leader,Crowe LLP,peter.judge@crowe.com,,Manual List Upload
9593501,,Stacie Craddock,,Momentum Independent Network Inc.,stacie.craddock@panoramicia.com,,List import
10859790,Inactive Investor,Thomas Beam,,"American Portfolios Financial Services, Inc. Pittsford NY 55 Sullys Trl",,,Salesforce
10775698,Inactive Investor,Stephen Burt,Financial Advisor,Morgan Stanley Canton OH 4455 Dressler Rd NW,,,Salesforce
10999194,Inactive Investor,John Wichlenski,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11062455,Inactive Investor,John Petika,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Clearwater FL 311 Park Place Blvd,john.p.petika@ubs.com,,Salesforce
10755848,Inactive Investor,Joseph Sheehan,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,joseph.sheehan@us.hsbc.com,,Salesforce
11090654,Inactive Investor,Rhonda Tomten,,"Wells Fargo Clearing Services, LLC Charlotte NC 7624 Pineville Matthews Rd",rhonda.tomten@wellsfargoadvisors.com,,Salesforce
10965622,Inactive Investor,Tedd Laporte,Wealth Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,tedd.laporte@lpl.com,,Salesforce
11001021,Inactive Investor,Christina Vance,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",christina.vance@nm.com,,Salesforce
10989349,Inactive Investor,Gregory Bradley,,"Allstate Financial Services, LLC Gainesville FL 1410 NW 13th St",gbradley@allstate.com,,Salesforce
162907,,Terry Lens,,[Unknown],tuca4564@gmail.com,,
11147353,Inactive Investor,Nathan Medina,Financial Advisor,LPL Financial LLC San Diego CA 1255 Scott St,nathan.medina@lpl.com,,Salesforce
10505155,,Ramon Neri,Investment Consultant,Illumination,ramon@neri.net,7274528800,List Import
10943481,Inactive Investor,Edwin McClure,,"Osaic Wealth, Inc. Sanibel FL 629 Nerita St",,,Salesforce
11070362,Inactive Investor,Edward Vargo,,"Cambridge Investment Research, Inc. Westlake OH 2237 Crocker Rd",,,Salesforce
10620389,,Heri Solissa,,,hersolnusarua@gmail.com,,Web Form Fillout
10894265,Inactive Investor,Michael Berardi,Financial Advisor,LPL Financial LLC Norwood MA 11 Vanderbilt Ave,michael.berardi@lpl.com,,Salesforce
10958165,Inactive Investor,Alexander Notaro,,"Valley Financial Management, Inc. Los Angeles CA 555 W 5th St",alexander.notaro@leumiusa.com,,Salesforce
11091980,Inactive Investor,Ryan Wyatt,Managing Director - Investments;Portfolio Manager;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",ryan.wyatt@wellsfargo.com,,Salesforce
10355964,,Seabelo Sedange,,,sedanges@gmail.com,,Web Form Fillout
10776304,Inactive Investor,Mayda Alvarado,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",mayda.alvarado@schwab.com,,Salesforce
10888139,Inactive Investor,Jacob Uhlenhopp,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11014528,Inactive Investor,Earl Little,,"Allstate Financial Services, LLC Salem OH 1070 E State St",earllittle@allstate.com,,Salesforce
10793114,Inactive Investor,Robert Curth,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rcurth@tiaa-cref.org,,Salesforce
10984296,Inactive Investor,Serop Kupelian,,J.P. Morgan Securities LLC Sunnyvale CA 598 E El Camino Real,serop.kupelian@jpmorgan.com,,Salesforce
11122911,Inactive Investor,Bradley Kurz,Financial Advisor,Edward Jones Hannibal MO 3652A Stardust Dr,brad.kurz@edwardjones.com,,Salesforce
11208618,Inactive Investor,Bernard George,,Tornado,,,Salesforce
11151375,Inactive Investor,Gregory Zagrocki,,Cetera Financial Specialists LLC Munster IN Private Residence,gregory.zagrocki@ceterafs.com,,Salesforce
11113301,Inactive Investor,Dan Swartz,,PFS Investments Inc. Columbus OH 3000 W Broad St,dan.swartz@primerica.com,,Salesforce
11187225,Inactive Investor,James Bair,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
11202398,Inactive Investor,Royce Young,Investment Advisor Representative,LFN Advisors Inc.,royce.young@legacyfinancialnetwork.com,,Salesforce
239752,,Eli?zer Ndinga,Director Research 21Shares,21Shares,eliezer@amun.com,,Event
10845921,Inactive Investor,Mark Fissel,Co-Founder;Partner,"Beacon Hill Investment Advisory, LLC",mark@bhadvisory.com,,Salesforce
11092319,Inactive Investor,Megan Daniel,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10863473,Inactive Investor,Anthony Stange,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,anthony.stange@fidelity.com,,Salesforce
11044404,Inactive Investor,Benjamin Key,Associate,Edward Jones Ashland OH 141 Claremont Ave,benjamin.key@edwardjones.com,,Salesforce
10823551,Inactive Investor,Jennifer Thompson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jennifer.thompson@schwab.com,,Salesforce
11161753,Inactive Investor,Jordan Tracey,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10822305,Inactive Investor,Robert Nanney,Chief Compliance Officer,"Gresham Partners, LLC",rnanney@greshampartners.com,,Salesforce
10767641,Inactive Investor,Malcolm Maclennan,,Newbridge Securities Corporation Los Angeles CA 545 S Figueroa St,mmaclennan@newbridgesecurities.com,,Salesforce
11139984,Inactive Investor,Richard Plum,Financial Advisor,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,rick.plum@lpl.com,,Salesforce
10814815,Inactive Investor,Marco Alessio,Director - Alternative Investments;Director - Global Sports and Entertainment;Financial Advisor;Financial Planning Specialist;Le,Morgan Stanley La Jolla CA 1111 Prospect St,marco.alessio@morganstanley.com,,Salesforce
11137685,Inactive Investor,James Gregg,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Syracuse NY 5784 Widewaters Pkwy",greggj@stifel.com,,Salesforce
9634467,,Matthew Petronzio,,,mpetronzio@fivepointscapital.com,,List import
9605352,,Tara Hedlund,,,hedlund@penntrust.com,,List import
5415684,,onu yes,,,pamerag333@edinel.com,,Web Form Fillout
11194474,Inactive Investor,Satjagroop Randhawa,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,sonny.randhawa.t2lc@statefarm.com,,Salesforce
11196416,Inactive Investor,Barbara Hedblom,Financial Advisor,Focus Financial Minneapolis MN 7101 York Ave S,barbara.j.hedblom@focusfinancial.com,,Salesforce
11148892,Inactive Investor,Dennis Muxlow,,"Bankers Life Securities, Inc. Grand Rapids MI 3350 Eagle Park Dr NE",dennis.muxlow@bankerslife.com,,Salesforce
11146081,Inactive Investor,Shahram Tajback,Managing Member;Owner,"Mathematica Capital Management, LLC",s@mathcapm.com,,Salesforce
11183841,Inactive Investor,Preston Laine,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11089531,Inactive Investor,Jeffrey Levitt,,Interactive Brokers LLC Chicago IL 209 S La Salle St,jlevitt@interactivebrokers.com,,Salesforce
9578406,,Brian Cartmell,,,brian@cartmell.co.nz,,List import
9633878,,Earl Hege,,,earl.hege@gmail.com,,List import
10768185,Inactive Investor,Stephen Craigmiles,Financial Advisor,LPL Financial LLC Butler MO 18 W Ohio St,stephen.craigmiles@lpl.com,,Salesforce
11213056,Inactive Investor,Taylor Evans,,"Empower Financial Services, Inc Lowell MA Private Residence",taylor.evans@empower.com,,Salesforce
10780204,Inactive Investor,Kelly Jones,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,kelly.m.jones@jpmorgan.com,,Salesforce
11002730,Inactive Investor,Maxwell Kiely,,"Osaic FA, Inc. Ellicott City MD Private Residence",maxwell.kiely@lfg.com,,Salesforce
10967963,Inactive Investor,Howard Vereen,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,howard_vereen@vanguard.com,,Salesforce
9645890,,Chad Davidson,,,chad.w.davidson@travelers.com,,List import
10962082,Inactive Investor,Paul Schliepp,Financial Advisor Associate,Robert W. Baird & Co. Incorporated Wausau WI 500 1st St,pschliepp@rwbaird.com,,Salesforce
11014921,Inactive Investor,Jerry Henson,,"Farmers Financial Solutions, LLC Murrieta CA 41185 Golden Gate Cir",jhenson1@farmersagent.com,,Salesforce
10994492,Inactive Investor,Charlotte Dillon,,Morgan Stanley,,,Salesforce
10987222,Inactive Investor,Shavar Lazarus,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",shavar.lazarus@tiaa.org,,Salesforce
10932861,Inactive Investor,Andrew Delmedico,,"Manning & Napier Investor Services, Inc.",adelmedico@manning-napier.com,,Salesforce
9584150,,Roy Moon,,,rmoon@wealthcg.com,,List import
10864219,Inactive Investor,Ravnit Kaur,Investment Associate,J.P. Morgan Securities LLC Sugar Land TX 5777 New Territory Blvd,ravnit.x.kaur@jpmorgan.com,,Salesforce
10778527,Inactive Investor,Carol Litka,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,carol.litka@morganstanley.com,,Salesforce
11066399,Inactive Investor,David Sanders,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,,,Salesforce
240863,,Rubenfeld Alan,,[Unknown],alan.rubenfeld@maplecroft.com,,Event
11075989,Inactive Investor,Harry Wallace,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",harry.wallace@ml.com,,Salesforce
10661443,,Denzil Locke,,,alocke@lockefinancial.com,,List Import
10688000,Active Investor,Michael Niland,,Michael Niland,,,Salesforce
11136282,Inactive Investor,Anthony Naughton,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11142261,Inactive Investor,Erin Evans,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",erin.evans@ml.com,,Salesforce
10851221,Inactive Investor,Joseph Woodward,,J.P. Morgan Securities LLC Georgetown TX 1027 W University Ave,joseph.j.woodward@jpmorgan.com,,Salesforce
10839851,Inactive Investor,Winfred Eddins,Senior Vice President,Davenport & Company LLC,,,Salesforce
11016194,Inactive Investor,Adrianne Dickinson,,PFS Investments Inc. Fort Lauderdale FL 7491 W Oakland Park Blvd,adickinson@primerica.com,,Salesforce
10963831,Inactive Investor,Timothy Sellenriek,Financial Planning Associate,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11060454,Inactive Investor,Eric Holzwarth,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",eric.holzwarth@53.com,,Salesforce
9606806,,Ahmed Berrada,,,ahmed.hamza.berrada@gmail.com,,List import
11235228,Inactive Investor,Susan Davies,Investment Advisor Representative;Vice President,Paradigm Wealth Advisory LLC Avon CT 30 Tower Ln,,,Salesforce
11261965,Inactive Investor,Yuval Wirzberger,Chief Executive Officer,SolidBlock,yuval@solidblock.co, +972 54-256-1787,Warm Lead
238963,,Robert Sommerville,,United States,bob.sommerville@comcast.net,,
9553604,,Ryan Kibiloski,,,ryan.kibiloski@53.com,,List import
9620601,,Judy Mroz,,,jmroz1212@gmail.com,,List import
11014423,Inactive Investor,Kathryn Tam,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10966945,Inactive Investor,Scott Costa,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10488877,,David Acosta,"Private Client Advisor, Vice President",J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,david.n.acosta@jpmorgan.com,,List Import
11068646,Inactive Investor,George Adam,Chief Compliance Officer;Managing Partner;Trader,GP Financial,,,Salesforce
11132481,Inactive Investor,Ali Alsari,Chief Executive Officer,AWM Global Advisors,aalsari@awmga.com,,Salesforce
9543241,,Alberto Cavalcante,,,alberto.cavalcante@outlook.com,,List import
10963887,Inactive Investor,Mark Maddux,,Edward Jones Ponca City OK 205 E Cleveland Ave,,,Salesforce
11190659,Inactive Investor,Sharon Hanna,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",sharon.hanna@ml.com,,Salesforce
11181472,Inactive Investor,Awanda Hodge,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,,,Salesforce
11025339,Inactive Investor,Elizabeth Puma,,"Kestra Investment Services, LLC Red Bank NJ 188 E Bergen Pl",,,Salesforce
10989674,Inactive Investor,James Otto,Financial Professional,LPL Financial LLC Henderson NV 27 Candlewyck Dr,james.otto@lpl.com,,Salesforce
10773699,Inactive Investor,Steven Ruud,,PFS Investments Inc. Sykesville MD 7566 Main St,steven.ruud@primerica.com,,Salesforce
208980,,Eric Schiffer,,[Unknown],ejamesschiffer@gmail.com,,Organic Search
9635918,,Alberto Beeck,,,alberto.beeck@genspring.com,,List import
10932142,Inactive Investor,James Wiley,Branch Manager,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,james.wiley@opco.com,,Salesforce
10787573,Inactive Investor,Deborah Parma,,J.P. Morgan Securities LLC New York NY 1411 Broadway,deborah.s.parma@chase.com,,Salesforce
10494338,,Ray Croff,"Chief Executive Officer, President",Brookstone Capital Management LLC,croff@raycroff.com,,List Import
11205392,Inactive Investor,Craig Stam,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,craig.stam@fmr.com,,Salesforce
10882317,Inactive Investor,Anta Sene-Reed,Financial Advisor,Edward Jones Virginia Beach VA 4525 South Blvd,anta.sene-reed@edwardjones.com,,Salesforce
10776660,Inactive Investor,Ryan Yoder,,"Northwestern Mutual Investment Services, LLC Fort Collins CO 3665 John F Kennedy Pkwy",ryan.yoder@nm.com,,Salesforce
10775438,Inactive Investor,William Boyd,Managing Director,Davenport & Company LLC Williamsburg VA 5400 Discovery Park Blvd,billboyd@investdavenport.com,,Salesforce
10816992,Inactive Investor,William Moran,Financial Consultant;Investment Consultant,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,william.moran@lpl.com,,Salesforce
10758762,Inactive Investor,Gun Esen,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",gun.esen@schwab.com,,Salesforce
193545,,Joe Conforti,,[Unknown],jpower55@aol.com,,
11084353,Inactive Investor,Lea Chambadal,,Citigroup Global Markets Inc.,,,Salesforce
10612433,,Anthony Rutigliano,Financial Advisor,,anthony.rutigliano@prudential.com,,List Import
9600644,,Charles Doty,,,cdoty@assetpreservationadvisors.com,,List import
11205891,Inactive Investor,Shon Houston,,"Osaic Wealth, Inc.",,,Salesforce
11071290,Inactive Investor,Garrett Dearden,,"Avantax Investment Services, Inc. Laurel MD Private Residence",,,Salesforce
10771443,Inactive Investor,Raymond Sheedy,,Morgan Stanley Cockeysville MD 303 International Cir,raymond.sheedy@morganstanley.com,,Salesforce
101856,,Rand Spero,President,"Street Smart Financial, Llc",rspero@streetsmartfinancial.com,781-860-7878,Manual List Upload
11010543,Inactive Investor,Brian Martin,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,brian.martin.k14c@statefarm.com,,Salesforce
10908356,Inactive Investor,Rogelio Ponce,Premier Banker,"Wells Fargo Clearing Services, LLC Vista CA 930 S Santa Fe Ave",rogelio.ponce@wellsfargoadvisors.com,,Salesforce
11018743,Inactive Investor,Richard Bertoni,,"R. Seelaus & Co., LLC",rbertoni@rseelaus.com,,Salesforce
9606601,,ignacio ignacio,,,ignacioruizrodriguez95423@gmail.com,,List import
10776143,Inactive Investor,Leonard Anable,Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,leonard.anable@ubs.com,,Salesforce
9633776,,Patrick Schwartz,,,schwartzpjohn@gmail.com,,List import
9609236,,Tim Hagan,,,thagan@hartlagemgt.com,,List import
10843745,Inactive Investor,Ehren Haymore,Chief Compliance Officer;Managing Member;Principal,"R.H. Investment Group, LLC",,,Salesforce
11062822,Inactive Investor,Rebecca Worlds,,"Raymond James Financial Services, Inc. Charlotte NC 6805 Carnegie Blvd",rebecca.worlds@raymondjames.com,,Salesforce
11112812,Inactive Investor,Christopher Detmer,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",chris.detmer@stewardpartners.com,,Salesforce
9554837,,ANTHONY W MAK,,,anthony_mak168@yahoo.com,,List import
11068436,Inactive Investor,Kory Arvin,,State Farm VP Management Corp. Monticello IN 100 S Main St,kory.arvin.r76q@statefarm.com,,Salesforce
10858260,Inactive Investor,Kellie Eck,Portfolio Associate,Morgan Stanley Mobile AL 11 N Water St,kellie.eck@morganstanley.com,,Salesforce
9369760,,Steven Nida,,,steven.nida@securitiesamerica.com,,Web form fillout
10645672,,Hazan Marben,,,hazan.marben@chase.com,,List Import
11218728,,Jessica Barbey,,,jbarbey@wpcapital.com,,Other
10615954,,Ashley Graham,,,ashley_graham@ml.com,,List Import
11103415,Inactive Investor,James Konon,Anti-Money Laundering Compliance Officer;Chief Information Security Officer;Vice President - Operations,Hollencrest Capital Management,jamesk@hollencrest.com,,Salesforce
10813762,Inactive Investor,David Livingston,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",david.c.livingston@ampf.com,,Salesforce
121067,,Scott Tagliareni,,Eagle Strategies LLC,satagliareni@ft.newyorklife.com,,
10795288,Inactive Investor,Seth Greene,,"Next Financial Group, Inc. Buffalo NY 5888 Main St",,,Salesforce
11005603,Inactive Investor,Cody Shannon,,Fidelity Brokerage Services LLC,cody.shannon@fidelity.com,,Salesforce
9549748,,Barry Finn,,,barry@jfinancial.org,,List import
11070805,Inactive Investor,John Blest,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9608300,,Hal Gerstein,,,docg119@aol.com,,List import
10949229,Inactive Investor,Andrew Zimmerman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10849563,Inactive Investor,Jean Kerr,,"Avantax Investment Services, Inc. Minnetonka MN Private Residence",,,Salesforce
229407,, -,,[[Unknown]],sagorski@att.net,,Organic Search
10988799,Inactive Investor,Michael Jacobs,Investment Advisor,Fisher Investments,,,Salesforce
230641,, -,,[[Unknown]],tnormand@cox.net,,Organic Search
11125247,Inactive Investor,Amanda York,,"U.S. Bancorp Investments, Inc. Charlotte NC Private Residence",riley.york@usbank.com,,Salesforce
11034432,Inactive Investor,John Lewis,Financial Advisor,Edward Jones Jackson OH 241 E Main St,john.lewis@edwardjones.com,,Salesforce
374161,,Robert Schultz,,individual,schulbo@gmail.com,8477721611,Salesforce
10659368,,Ryan Daniels,,,rdaniels@williamblair.com,,List Import
9639672,,Hideto Fukaya,,,h-fukaya@melcocapital.com,,List import
200436,,Nitin Bajpai,,HNW Investor,bajpai.n34@gmail.com,4.47468E+11,
10790320,Inactive Investor,Dean Achenbach,,State Farm VP Management Corp. Prairie Du Chien WI 524 E Blackhawk Ave,,,Salesforce
9609944,,Fer Stafferi,,,fstaffieri@gmail.com,,List import
10862536,Inactive Investor,Timothy McShane,,"Allstate Financial Services, LLC Lebanon PA 605 Cornwall Rd",timothymcshane@allstate.com,,Salesforce
11016096,Inactive Investor,Skye Milleson,,"Farmers Financial Solutions, LLC Wichita KS 5634 E Central Ave",smilleson1@farmersagent.com,,Salesforce
10756779,Inactive Investor,Andrew Paynter,Wealth Strategy Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,andrew.paynter@ubs.com,,Salesforce
9625720,,Toan Lee,,,nhattoanbds38@gmail.com,,List import
10790298,Inactive Investor,Ryan Painter,Financial Advisor,Edward Jones Monmouth IL 1150 N 6th St,ryan.painter@edwardjones.com,,Salesforce
9543914,,Damon Zeiger,,,dazjunkmail@yahoo.com,,List import
11123063,Inactive Investor,Tyler Hendrix,Financial Advisor,LPL Financial LLC Flowood MS 439A Katherine Dr,tyler.hendrix@lpl.com,,Salesforce
11059198,Inactive Investor,Thomas Maurer,,"Cambridge Investment Research, Inc. Canton OH 4797 Munson St NW",,,Salesforce
11068483,Inactive Investor,Tammy Korpiperkins,,"Wells Fargo Clearing Services, LLC Ithaca NY 2430 N Triphammer Rd",,,Salesforce
10857868,Inactive Investor,Brian Luce,Financial Professional,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",bluce@financialguide.com,,Salesforce
10837829,Inactive Investor,Paul Stack,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 1100 Goodman St S",paul.stack@ampf.com,,Salesforce
11109343,Inactive Investor,Danika Green,,Edward Jones,,,Salesforce
11199431,Inactive Investor,Ashley Irizarry Garcia,,J.P. Morgan Securities LLC Chelmsford MA 50 Drum Hill Rd,ashley.irizarry@jpmorgan.com,,Salesforce
9617499,,Mark McWethy,,,mmcwethy@rockfordmutual.com,,List import
11088659,Inactive Investor,Michael Bergin,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,,,Salesforce
10889963,Inactive Investor,Tony Harrison,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
11236588,Inactive Investor,Myles Overstreet,Lead Advisor;Senior Financial Advisor,New Millennium Group,,,Salesforce
10905844,Inactive Investor,Carmon Sloan,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",c.g.sloan@nm.com,,Salesforce
171225,,Tom Rehnert,,[Unknown],thomasr75@ymail.com,,Paid Social
9574171,,Richard Klein,,,richklein.ins@gmail.com,,List import
11025023,Inactive Investor,Pamela Caywood,,State Farm VP Management Corp.,pam.caywood.caih@statefarm.com,,Salesforce
10955749,Inactive Investor,Michael Smith,,"Empower Financial Services, Inc",michael.smith@empower.com,,Salesforce
10856615,Inactive Investor,Richard Dove,Financial Advisor,Edward Jones Chapel Hill NC 1526 E Franklin St,richard.dove@edwardjones.com,,Salesforce
10934835,Inactive Investor,Jennifer Schnalzer,,"HighTower Securities, LLC Pearl River NY 1 Blue Hill Plz",jschnalzer@hightoweradvisors.com,,Salesforce
10835614,Inactive Investor,Susan Hong,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,susan.hong@morganstanley.com,,Salesforce
11167479,Inactive Investor,Kevin Ryan,,"Raymond James & Associates, Inc. Wilmington DE 20 Montchanin Rd",kevin.ryan@raymondjames.com,,Salesforce
11199847,Inactive Investor,Christopher Brooks,Financial Professional,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",,,Salesforce
9590097,,Kaanwarpreet Singh,,,kanwarmaan@gmail.com,,List import
10930656,Inactive Investor,Juan Mateo,,PFS Investments Inc. Methuen MA 232 Pleasant St,jmateo@primerica.com,,Salesforce
9643164,,Ben Williams,,,eurusd.trader@yahoo.com,,List import
10851393,Inactive Investor,John Barringer,,Cetera Advisor Networks LLC Englewood CO 5655 S Yosemite St,,,Salesforce
10810616,Inactive Investor,Mary Tompkins,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",mary.e.tompkins@ml.com,,Salesforce
10889812,Inactive Investor,Matthew Petersen,Investment Consultant,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",matthew.petersen@schwab.com,,Salesforce
10824816,Inactive Investor,Charles Koury,Chief Compliance Officer;Managing Member,"Koury Capital Management, LLC",,,Salesforce
11068176,Inactive Investor,Daniel Rios,,J.P. Morgan Securities LLC,daniel.rios@jpmorgan.com,,Salesforce
11151642,Inactive Investor,Erick Santizo,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",erick.santizo@tiaa.org,,Salesforce
10894754,Inactive Investor,Dex Norman,Private Client Advisor,J.P. Morgan Securities LLC Coppell TX 616 N Denton Tap Rd,dex.norman@jpmorgan.com,,Salesforce
321712,,Tian Gao,Analyst,Columbia university,tg2728@columbia.edu,,Manual List Upload
11063056,Inactive Investor,Julie Rothmeier,Financial Advisor,Financial Advocates Investment Management Cloquet MN 615 Sunnyside Dr,jrothmeier@financialadvocates.com,,Salesforce
11110211,Inactive Investor,Donald Ballai,Chief Compliance Officer;Managing Member,South Lane Wealth Management LLC Ringoes NJ 14 Fox Hunt Rd,,,Salesforce
11039692,Inactive Investor,Matthew Lamontagne,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,matthew.lamontagne@primerica.com,,Salesforce
9604221,,Brandon Knetter,,,bknetter79@gmail.com,,List import
11022857,Inactive Investor,Eduardo Martinez,,J.P. Morgan Securities LLC Chicago IL 4145 W Peterson Ave,eduardo.x2.martinez@chase.com,,Salesforce
339619,,Michael Thompson,Operating Partner,Great Hill Partners,mthompson@greathillpartners.com,617-790-9400,Manual List Upload
10890984,Inactive Investor,Paul Henneman,Managing Partner;President,ValuEngine Capital Management LLC,paulh@valuenginecapital.com,,Salesforce
9575911,,Rodolfo -,,,rodolfogoji@gmail.com,,List import
10760025,Inactive Investor,Paul Humphrey,,"Cambridge Investment Research, Inc. Forest Lake MN Private Residence",,,Salesforce
10613559,,Ernest Osle,"Financial Advisor, Senior Vice President - Wealth Management",,ernie.osle@ubs.com,,List Import
11032757,Inactive Investor,Lori Young,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,lori.young@citi.com,,Salesforce
11143048,Inactive Investor,Anthony Evanoff,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",anthony.evanoff@equitable.com,,Salesforce
11174534,Inactive Investor,Ellary Kelly,,"FBL Marketing Services, LLC Greybull WY 247 N 6th St",ellary.kelly@fbfs.com,,Salesforce
11120428,Inactive Investor,David Kent,,Fidelity Brokerage Services LLC,david.kent@fidelity.com,,Salesforce
11201893,Inactive Investor,Adam Mousselli,,Citigroup Global Markets Inc.,adam.mousselli@citigroup.com,,Salesforce
11143684,Inactive Investor,Vincent Valente,,"Farmers Financial Solutions, LLC Elmhurst IL 233 E Butterfield Rd",vvalente@farmersagent.com,,Salesforce
11087103,Inactive Investor,Angela Yu,,J.P. Morgan Securities LLC Murrieta CA 40655 California Oaks Rd,angela.m.yu@jpmorgan.com,,Salesforce
11158632,Inactive Investor,Mark Wade,Chief Compliance Officer;Managing Member,"Echelon Virtual Family Office, LLC",mwade@echelonwealth.com,,Salesforce
11154173,Inactive Investor,Larry Vandeven,,"Hornor, Townsend & Kent, LLC Saint Louis MO 10825 Watson Rd",lvandeven@htk.com,,Salesforce
10877477,Inactive Investor,John Powers,Principal,DRT Financial Advisors,,,Salesforce
10904074,Inactive Investor,Scott Bantz,,"Great Valley Advisor Group, Inc. Woodbury MN Private Residence",sbantz@greatvalleyadvisors.com,,Salesforce
10854858,Inactive Investor,John Whitehead,Principal,Hutchison Whitehead Wealth Management,mwhitehead@hwwealth.com,,Salesforce
11082590,Inactive Investor,Narciso Macia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11083695,Inactive Investor,Dan Liu,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
10762131,Inactive Investor,Stephens O'Pry,Financial Advisor,Edward Jones Lake Charles LA 201 W College St,scott.opry@edwardjones.com,,Salesforce
9626347,,JIA LIANG ZHANG,,,943635149@qq.com,,List import
11217924,,Rabin Hekmati,,,rabin.hourizadeh@ml.com,,List Import
11015160,Inactive Investor,Harrison Sweeney,,"Burch & Company, Inc",,,Salesforce
9546639,,Tomasz Janiewicz,,,cryptotom77@gmail.com,,List import
11046153,Inactive Investor,Joshua Reynolds,Sales Consultant,PNC Investments Dublin OH 221 W Bridge St,,,Salesforce
10791688,Inactive Investor,Nathan Hatch,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathan.hatch@fidelity.com,,Salesforce
9614596,,Greg Raue,,,graue@lexcowealth.com,,List import
3096143,,Shankar Kumar,,,shankarkumar7983875685@gmail.com,,
10969542,Inactive Investor,Kaitlyn Malloy,,Paulson Investment Company LLC New York NY 40 Wall St,kmalloy@paulsoninvestment.com,,Salesforce
10859603,Inactive Investor,Keith Glushek,,Lincoln Investment,kglushek@lincolninvestment.com,,Salesforce
9567608,,Reza Hedayat,,,arhedayat@yahoo.com,,List import
11138910,Inactive Investor,Roque Roman,,"Robinhood Financial, LLC",roque.roman@robinhood.com,,Salesforce
10952374,Inactive Investor,Timothy Kadlec,Chief Investment Officer;Regulatory Contact,Legacy Bridge Private Family Offices,tim.kadlec@legacybridgepfo.com,,Salesforce
173407,,Yaniv Reif,,[Unknown],yanivreif@gmail.com,,Organic Search
10996873,Inactive Investor,Gerald Green,Advisor;Investment Advisor Representative;Member,"Mattson Financial Services, LLC",ggreen@mattsoncompanies.com,,Salesforce
231634,,JOHN B HIGGINS -,,JOHN B HIGGINS [[Unknown]],john.higgins15@yahoo.com,,
225106,,Bailey Allison,,[Unknown],baileybarlly@gmail.com,,
10820578,Inactive Investor,Jacob Becker,Chief Operating Officer;Chief Operations Officer;Co-Chief Investment Officer;President,"Portland Private Wealth Management, Inc.",jacob@portlandprivatewm.com,,Salesforce
9596010,,Craig Cales,,,craigcales@yahoo.com,,List import
11065496,Inactive Investor,Christina Luciano,,Andrew Garrett Inc. Newtown PA 41 University Dr,cluciano@andrewgarrett.com,,Salesforce
10752784,Inactive Investor,Denise Williams,,LPL Financial LLC Albany NY 80 Wolf Rd,denise.williams@lpl.com,,Salesforce
9619447,,michiel De Schaepmeester,,,michiel.de.schaepmeester@gmail.com,,List import
11069814,Inactive Investor,Justin Williamson,,Commonwealth Financial Network Troy MI 2950 W Square Lake Rd,jwilliamson@commonwealth.com,,Salesforce
10877813,Inactive Investor,Robert Best,Supervision Principal,"U.S. Bancorp Investments, Inc. Walla Walla WA 22 E Alder St",,,Salesforce
10771184,Inactive Investor,Craig Barrow,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
11002876,Inactive Investor,Austin Vander Meer,Financial Advisor,Lincoln Investment Royal Oak MI 990 N Main St,avander-meer@lincolninvestment.com,,Salesforce
10489367,,David Doughty,Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,david.doughty@ubs.com,,List Import
9600261,,Sadat Mannan,,,smannan@autonomycapital.com,,List import
9596031,,Brent Hause,,,bhause@griffincapital.com,,List import
11022177,Inactive Investor,Mark Karambelas,Financial Advisor,LPL Financial LLC Oak Brook IL 2021 Midwest Rd,mark.karambelas@lpl.com,,Salesforce
11123146,Inactive Investor,Matthew Williams,,"U.S. Bancorp Investments, Inc. Boulder CO 1650 28th St",,,Salesforce
10761158,Inactive Investor,Laurie Perry,Client Service Associate,UBS Financial Services Inc. Westport CT 8 Wright St,laurie.perry@ubs.com,,Salesforce
10828294,Inactive Investor,Jennifer Lewis,Financial Advisor,Edward Jones Apex NC 5478 Apex Peakway,jennifer.m.lewis@edwardjones.com,,Salesforce
10778860,Inactive Investor,Susan Wiener,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",susan.wiener@wellsfargoadvisors.com,,Salesforce
9562557,,Robert Stoltman,,,rob.stoltman@voya.com,,List import
336567,,Joseph Medina,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",joseph.medina@ceteraadviros.com,585-231-1595,Manual List Upload
9624231,,Günter Höllerl,,,gh@hoellerl-consulting.com,,List import
9574291,,Paul Cook,,,thepauljamescook@gmail.com,,List import
9589826,,Adam Goobic,,,adam@arsenalvp.com,,List import
11062902,Inactive Investor,Michael Stern,,Cetera Advisor Networks LLC West Covina CA 1000 Lakes Dr,,,Salesforce
9628086,,phil harley,,,phili@mailinator.com,,List import
159673,,Enrique Fernández,,Enrique FernÃ¡ndez,enriqueusm@gmail.com,,Paid Social
11176537,Inactive Investor,Erin Zawalski,,Edward Jones Saint Louis MO 4501 Telegraph Rd,,,Salesforce
11231338,Inactive Investor,Zanelle Diamond,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",zanelle.diamond@bofa.com,,Salesforce
11213033,Inactive Investor,Gustavo Gamba,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",gustavo.gamba@gwrs.com,,Salesforce
10860656,Inactive Investor,Scott Bernal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",scott.bernal@ml.com,,Salesforce
10783598,Inactive Investor,Kimberly Taber,Vice President,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
203298,,Michael Tozoni,,[Unknown],michael@tozoni.com,,source
11018074,Inactive Investor,Indira Santana Arias,,PFS Investments Inc. Miami FL 7955 NW 12th St,isantana-arias@primerica.com,,Salesforce
11106431,Inactive Investor,Steven Kashubo,,Santander Securities LLC Florham Park NJ 200 Park Ave,steven.kashubo@santanderinvestments.com,,Salesforce
11117836,Inactive Investor,Scott Davis,,State Farm VP Management Corp. Sparta WI 920 W Wisc St,,,Salesforce
338849,,Karol Carlsrud,Executive Assistant,Meristem Family Wealth,kcarlsrud@meristemfw.com,952-835-2577,Manual List Upload
10765872,Inactive Investor,Tara Cunningham,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",tara.x.mahtani@ampf.com,,Salesforce
11018258,Inactive Investor,Alexander Stanescu,,Commonwealth Financial Network San Diego CA 600 W Broadway,astanescu@commonwealth.com,,Salesforce
8100656,,Cheryl Bryan,,,cheryl9992@fandua.com,,Web Form Fillout
249122,,Hasan Akcakayalioglu,Chairman,Demir Kyrgyz International Bank,hasan.akcakayalioglu@gmail.com,,Manual List Upload
11085464,Inactive Investor,Hector Rodriguez,Financial Advisor;Financial Consultant,LPL Financial LLC Middletown RI 850 Aquidneck Ave,hector.rodriguez@lpl.com,,Salesforce
10982062,Inactive Investor,Michael Schooley,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
11089620,Inactive Investor,Jared Miller,,&Partners Columbia SC 508 Hampton St,,,Salesforce
186201,,Wahyu Wijaya,,[Unknown],wahyudonald5758@gmail.com,,source
220452,,Joseph Newgren,"Financial Services Representative, Investment Advisor Representative","Principal Securities, Inc.",newgren.joe@principal.com,952-277-4284,
11113566,Inactive Investor,Ecklyn Salazar,Financial Advisor,Momentum Independent Network Inc. El Paso TX 5024 Doniphan Dr,ecklyn.salazar@momentumin.com,,Salesforce
11059483,Inactive Investor,Dawn Thiessen,,PFS Investments Inc. Wichita KS 1999 N Amidon Ave,dawn.thiessen@primerica.com,,Salesforce
11053675,Inactive Investor,Joshua Gross,Chief Executive Officer;Principal,"Mill Creek Capital Advisors, LLC",jgross@millcreekcap.com,,Salesforce
10980175,Inactive Investor,Alan Shenker,,"First Palladium, LLC",,,Salesforce
9605073,,Justin Perreault,,,jperreault@pamplonafunds.com,,List import
9626842,,Murat Y?lmaz,,,mylmz.mrt@gmail.com,,List import
219465,,EDWARD PARELLA,,[Unknown],roadramblernj@gmail.com,,Direct
11238512,Inactive Investor,Brett Lange,,V Wealth Advisors,brett.lange@vwealth.com,,Salesforce
11034891,Inactive Investor,Tensha Nguyen,,"Allstate Financial Services, LLC Westminster CA 9017 McFadden Ave",tenshanguyen@allstate.com,,Salesforce
9630989,,Dale Jenkel,,,dalejenkel@gmail.com,,List import
11176541,Inactive Investor,Eucaris Medina,,J.P. Morgan Securities LLC Burlington VT 1 Church St,eucaris.medina@jpmorgan.com,,Salesforce
10696313,,Alberto Lopez,,Insigneo,alberto.lopez@insigneo.com,,List Import
11207026,Inactive Investor,Clark Ghitis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10654948,,Anthony Abbott,,,aabbott24@gmail.com,,Web Form Fillout
11119227,Inactive Investor,Ramsey Dickerman,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11029340,Inactive Investor,Barbara Oley,,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,bobbielou.oley@opco.com,,Salesforce
11191021,Inactive Investor,Filipe Delvaux,Chief Operating Officer;Co-Chief Investment Officer;Partner,ATHOS Private Wealth LLC,filipe@athoswealth.com,,Salesforce
230141,,Tuncay -,,Tuncay [[Unknown]],tuncay_tas@hotmail.com,,
339547,,Kelly Garcia,,Sjhl Financial Group,kgarcia@sjhl.com,620-241-1826,Manual List Upload
11118685,Inactive Investor,Joseph Torelli,,"Raymond James Financial Services, Inc. Milwaukee WI 759 N Milwaukee St",joseph.torelli@raymondjames.com,,Salesforce
11100933,Inactive Investor,Brett Barton,Financial Advisor;Senior Vice President,Morgan Stanley Bellevue WA 500 108th Ave NE,brett.barton@morganstanley.com,,Salesforce
11164350,Inactive Investor,James Chisholm,,LPL Financial LLC Anderson SC 201 E Greenville St,james.chisholm@lpl.com,,Salesforce
9544548,,John Haas,,,johnhaas@financialguide.com,,List import
11049698,Inactive Investor,David Hernandez,Financial Advisor,"Wells Fargo Clearing Services, LLC Pompano Beach FL 5902 Coral Ridge Dr",david.f.hernandez@wellsfargo.com,,Salesforce
10929424,Inactive Investor,David Tate,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,david.tate@fmr.com,,Salesforce
11018331,Inactive Investor,Emilie Theriot,Paraplanner;Senior Client Associate;Senior Service Associate,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",emilie.theriot@raymondjames.com,,Salesforce
10900311,Inactive Investor,Justin Kegley,Associate;Financial Advisor,Edward Jones Waco TX 5016 Lakeland Cir,,,Salesforce
9546986,,Hugo Meira,,,assinaturas@milescapital.com.br,,List import
10619086,,Leeda Dublo,,,leeda.dublo@morganstanley.com,,List Import
159307,,Darius Radfar,,[Unknown],dar23ius@berkeley.edu,,Paid Social
11017585,Inactive Investor,Thiago Da Silva Finoti,Financial Advisor;First Vice President;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,thiago.finoti@morganstanley.com,,Salesforce
11051641,Inactive Investor,Tracy Hensler,Chief Operations Officer;Regulatory Contact,Sapphire Blue Investment Partners,tracy@sblueip.com,,Salesforce
10991079,Inactive Investor,Lilia Edwards,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 12 Long Lake Rd",lilia.edwards@nm.com,,Salesforce
9631094,,Chaow Sirimekwong,,,hunnxolo@gmail.com,,List import
11120714,Inactive Investor,Michael Hayman,Vice President - Asset Management Services,"Raymond James & Associates, Inc.",michael.hayman@raymondjames.com,,Salesforce
351600,,Fred Davis,Partner,Raine Capital Llc,fdavis@raine.com,212-603-5500,Manual List Upload
11163982,Inactive Investor,Barbara Frenz,Financial Advisor;Vice President,"RBC Capital Markets, LLC Fond Du Lac WI 66 S Main St",barbara.frenz@rbc.com,,Salesforce
11167213,Inactive Investor,Charles Lobosco,Financial Advisor;Financial Planning Specialist,Morgan Stanley Westport CT 500 Post Road E,charles.lobosco@morganstanley.com,,Salesforce
10804562,Inactive Investor,Truc Le,Trustee,Apriem Advisors,truc@apriem.com,,Salesforce
10975947,Inactive Investor,Megan Sowinski,Director,Edelman Financial Engines Mokena IL 18927 Hickory Creek Dr,,,Salesforce
11140217,Inactive Investor,Shadra Nova,Associate,LPL Financial LLC Montgomery NY 30 Hawkins Dr,shadra.nova@lpl.com,,Salesforce
9567493,,Pavle Pavicevic,,,p_pavicevic@hotmail.com,,List import
11095681,Inactive Investor,Charles Lewis,,Investment Planning Advisors Oakwood GA 4323 Mundy Mill Rd,,,Salesforce
11207243,Inactive Investor,Guilherme Moreira Garcez,Vice President - Private Banking,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,guilherme.moreira-garcez@jpmorgan.com,,Salesforce
340136,,Ohm Shawna,,[Unknown],shawna@content151.com,,Event
11053442,Inactive Investor,William Defreitas,,"Osaic Wealth, Inc. Portland OR 12909 SW 68th Pkwy",,,Salesforce
10931129,Inactive Investor,Mark Halstensgard,Financial Associate,Thrivent Investment Management Inc. Minneapolis MN 3001 Broadway St NE,mark.halstensgard@thrivent.com,,Salesforce
11196570,Inactive Investor,Desmond Gordon,,"APW Capital, Inc.",desmond@aurorapw.com,,Salesforce
9541477,,Sean Lannan,,,sean.k.lannan@ms.com,,List import
11141703,Inactive Investor,Tedd Maxfield,Financial Advisor,Edward Jones Overland Park KS 11020 King St,tedd.maxfield@edwardjones.com,,Salesforce
10881695,Inactive Investor,Gardner Osborne,Managing Member;Owner,Osborne Capital Management,,,Salesforce
10930383,Inactive Investor,Robyn Conarro,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",rconarro@coastal-one.com,,Salesforce
10896029,Inactive Investor,Kelly Witters,,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,,,Salesforce
9549110,,Joaquin Tusquets Ferreiro,,,tusquets@hotmail.com,,List import
11170685,Inactive Investor,William Morgan,Regional Director;Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Germantown TN 7640 Poplar",wtmorgan@firsthorizon.com,,Salesforce
242864,,Guilherme Giserman,,[Unknown],guilherme.giserman@itau-unibanco.com.br,,
11040152,Inactive Investor,William Vincent,Wealth Management Associate,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",blake.vincent@nm.com,,Salesforce
11140127,Inactive Investor,Edward Doyle,,LPL Financial LLC Fort Dodge IA 1725 1st Ave S,,,Salesforce
10832509,Inactive Investor,Kelly Famiglietta,,The AmeriFlex Group Albuquerque NM 5951 Jefferson St NE,,,Salesforce
10835602,Inactive Investor,Changfa Chen,Owner,ValuEngine Capital Management LLC Melbourne FL 927 E New Haven Ave,changfac@valuenginecapital.com,,Salesforce
11139027,Inactive Investor,Mary Giblin,Private Client Banker,J.P. Morgan Securities LLC Oklahoma City OK 12324 N May Ave,mary.giblin@jpmorgan.com,,Salesforce
11074115,Inactive Investor,Jeffrey Trause,Financial Consultant,"Equitable Advisors, LLC Point Pleasant Beach NJ 501 Broadway",jeffrey.trause@equitable.com,,Salesforce
150788,,Scott Dirksen,,LPL Financial,scott.dirksen@lpl.com,,
11099669,Inactive Investor,Janet Schroer,Regional Vice President,PFS Investments Inc. Chattanooga TN 1208 Pointe Centre Dr,janet.schroer@primerica.com,,Salesforce
118133,,Todd Readinger,Financial Associate,Thrivent Investment Management Inc.,todd.readinger@thrivent.com,651-224-6209,
10938869,Inactive Investor,Alexanthia Archibong,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10921865,Inactive Investor,Joan Carbis,Operations Specialist,"Ameriprise Financial Services, LLC Omaha NE 1935 N 120th St",joan.carbis@ampf.com,,Salesforce
11188690,Inactive Investor,Rifky Mackeen,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Harrington Pk NJ Private Residence",rifky.mackeen@nm.com,,Salesforce
11025949,Inactive Investor,Paula Weissinger,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
11206314,Inactive Investor,Nancy Rooney,Global Head - Managed Solutions;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nancy.b.rooney@jpmorgan.com,,Salesforce
11028916,Inactive Investor,Heidi Ouderkirk,Relationship Manager,Key Investment Services LLC,heidi.ouderkirk@key.com,,Salesforce
11218831,,Maxwell Bailey,,,maxwell.bailey@claconnect.com,,Other
10657368,,Nicole Duddleston,,,nicole@xmscapital.com,,List Import
11092722,Inactive Investor,Edward Pilarski,Financial Advisor,"Ameriprise Financial Services, LLC Granger IN 6910 N Main St",edward.j.pilarski@ampf.com,,Salesforce
10877240,Inactive Investor,Mateo Cuenca,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mateo.cuenca@jpmorgan.com,,Salesforce
9561156,,William Perrilliat,,,cperrilliat@stratoswp.com,,List import
10766635,Inactive Investor,Jacob Eckart,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",jake_eckart@ml.com,,Salesforce
11117263,Inactive Investor,Loren Marshall,,PFS Investments Inc. Wichita KS 3510 W Central Ave,lmarshall@primerica.com,,Salesforce
10848476,Inactive Investor,Mark Lohrman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,mark_lohrman@vanguard.com,,Salesforce
9584934,,David Ulm,,,dulm@frontierasset.com,,List import
10848149,Inactive Investor,David Pugh,,MWA Financial Services Inc. Bowling Green OH 707 Haskins Rd,david.e.pugh@mwarep.org,,Salesforce
10765858,Inactive Investor,Vincent Rogers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peachtree City GA 900 Westpark Dr",vincent.rogers@ml.com,,Salesforce
10981105,Inactive Investor,Brian Cloud,Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,brian.cloud@corient.com,,Salesforce
66497,,Daniel Oconnell,,"Principal Securities, Inc.",oconnell.daniel@principal.com,469-329-0777,
10955129,Inactive Investor,Neyci Sued,,"Wells Fargo Clearing Services, LLC Bowie MD 4323 Collington Rd",,,Salesforce
9617811,,Thomas Vardell,,,tv@northgate.com,,List import
10759399,Inactive Investor,Hiedie Shields,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,hiedie.shields@fidelity.com,,Salesforce
11233341,Inactive Investor,Daniella Moiseyev-Cunniffe,,"Principal Securities, Inc.",,,Salesforce
11032502,Inactive Investor,Alfonso Boneta,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",alfonso.boneta@ml.com,,Salesforce
96441,,Richard Ford,Managing Member,"Lloyd Park, Llc",rford@lloydpark.com,8476448638,Manual List Upload
11083716,Inactive Investor,Jesse Maust,,"Concourse Financial Group Securities, Inc. Goshen IN 1110 N Main St",jesse.maust@concoursefinancial.com,,Salesforce
11109378,Inactive Investor,Ronnyjane Goldsmith,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",ronnyjane.goldsmith@stewardpartners.com,,Salesforce
11234060,Inactive Investor,Nicohlas Porter,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10774567,Inactive Investor,Frank Stone,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",frank.i.stone@wellsfargoadvisors.com,,Salesforce
10958175,Inactive Investor,Montel Hall,,Citigroup Global Markets Inc.,,,Salesforce
9565103,,Susan Luo,,,susanluo06@gmail.com,,List import
11232792,Inactive Investor,Humera Diwan,,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",,,Salesforce
9596688,,Kathryn Dangers,,,kdangers@wealthenhancement.com,,List import
11141388,Inactive Investor,Robert Keith,Owner,"Laguna Capital Management, Inc.",ken.keith@lagunacm.com,,Salesforce
9562724,,DeAndre Whitehead,,,deandrewhiteheadsr@icloud.com,,List import
9541470,,Donna Johnson,,,djohnson@cobank.com,,List import
10755413,Inactive Investor,Stephen Kull,Financial Advisor,"Wells Fargo Clearing Services, LLC Mishawaka IN 4101 Edison Lakes Pkwy",stephen.r.kull@wellsfargoadvisors.com,,Salesforce
11046783,Inactive Investor,Thomas Custance,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",thomas.custance@equitable.com,,Salesforce
10658367,,Matthew Pfau,,,mpfau@williamblair.com,,List Import
232777,, -,,[[Unknown]],tlmelton000@aol.com,,
11065443,Inactive Investor,Mark Hawthorne,Managing Director,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,mhawthorne@rwbaird.com,,Salesforce
10920178,Inactive Investor,Stephen Miller,Financial Advisor,LPL Financial LLC Redlands CA 411 6th St,stephen.miller1@lpl.com,,Salesforce
11205650,Inactive Investor,Kimberly Niederhelman,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 201 E 5th St",kimberly.niederhelman@wellsfargoadvisors.com,,Salesforce
10758420,Inactive Investor,Stephen McCannon,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marble Falls TX 101 US Hwy 281",stephen_mccannon@ml.com,,Salesforce
9546570,,Tony Luttrell,,,charliefoxtony@gmail.com,,List import
10948339,Inactive Investor,Abraham Abrica,,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,abraham.g.abrica@jpmorgan.com,,Salesforce
11141003,Inactive Investor,Michael De Pol,,Nationwide Planning Associates Inc.,mdepol@nationwideplanning.com,,Salesforce
10950059,Inactive Investor,Diego Reyes,Chief Compliance Officer;Investment Advisor;Managing Member;President,Stillwater Capital Management Monterey CA 1043 8th St,dreyes@stillwatercapitalmgmt.com,,Salesforce
11217704,,Andres Jurado,,,andres.jurado@ml.com,,List Import
10952001,Inactive Investor,Drew Anderson,,"Northwestern Mutual Investment Services, LLC Columbia MO 3610 Buttonwood Dr",drew.anderson@nm.com,,Salesforce
11078886,Inactive Investor,Richard Overheul,,Country Capital Management Company Henderson NV 2831 Saint Rose Pkwy,richard.overheul@countryfinancial.com,,Salesforce
11138696,Inactive Investor,Robin Brown,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10957511,Inactive Investor,Fiona Shearer,,Fidelity Brokerage Services LLC,fiona.shearer@fmr.com,,Salesforce
11192104,Inactive Investor,Diana Serrano,,"Raymond James Financial Services, Inc.",diana.serrano@raymondjames.com,,Salesforce
11151468,Inactive Investor,Maxwell Geidel,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,maxwell_geidel@vanguard.com,,Salesforce
226551,,Suzie -,,Mrs.,sleong383@yahoo.com,,Initial Salesforce Import
10776320,Inactive Investor,Paul Selinger,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,paul.selinger@morganstanley.com,,Salesforce
9628500,,Roman Khynovskiy,,,roman.hlynovskiy@gmail.com,,List import
11030097,Inactive Investor,Ryan Cabrera,Wealth Advisor,LPL Financial LLC Saint Petersburg FL Private Residence,ryan.cabrera@lpl.com,,Salesforce
10946548,Inactive Investor,Gabriel Monaghan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11110241,Inactive Investor,Paul Roberts,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",paul.roberts@schwab.com,,Salesforce
11050559,Inactive Investor,Jonathan Babin,,"MML Investors Services, LLC Baton Rouge LA 5555 Hilton Ave",,,Salesforce
10783143,Inactive Investor,Richard Thomas,,"Signature Financial Services, Ltd Fairmount IL Private Residence",richard@signatureadvisors.com,,Salesforce
10895431,Inactive Investor,Jacob Powell,Financial Advisor,SageSpring Wealth Partners,jake.powell@sagespring.com,,Salesforce
10611612,,Jill Lloyd,Financial Advisor,,jill.lloyd@ubs.com,,List Import
9618424,,Adam Carron,,,adam.carron@alyeskagroup.com,,List import
349600,,Robert Pohly,Portfolio Manager,"Samlyn Capital, Llc",rpohly@samlyncapital.com,212-848-0500,Manual List Upload
11076145,Inactive Investor,Randall Collis,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eugene OR 800 Willamette St",randall_collis@ml.com,,Salesforce
120690,,Erik Tozzi,"Managing Director, Wealth Advisor","SunTrust Advisory Services, Inc.",erik.tozzi@suntrust.com,,
9617341,,Daniel Hurtado,,,danielhurtado133@yahoo.com,,List import
11109723,Inactive Investor,Caitlin Pickard,,Goldman Sachs & Co. Houston TX 609 Main St,caitlin.pickard@gs.com,,Salesforce
10989004,Inactive Investor,Marlene Cooney,,PFS Investments Inc. Kenner LA 2248 Fayette St,marlenescooney@primerica.com,,Salesforce
11094495,Inactive Investor,Ralph Ramsey,,PFS Investments Inc. Brighton CO 29 N Main St,ralph.ramsey@primerica.com,,Salesforce
10950569,Inactive Investor,Joseph Rogers,,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,joeleerogers@primerica.com,,Salesforce
10787119,Inactive Investor,Hema Joshi,Private Wealth Advisor,"Ameriprise Financial Services, LLC Flemington NJ Private Residence",hema.j.joshi@ampf.com,,Salesforce
11187899,Inactive Investor,Lisa Elkins,,"Truist Investment Services, Inc. Orange Park FL 296 Blanding Blvd",lisa.elkins@truist.com,,Salesforce
9620834,,Larry Siegel,,,siegeljr2@yahoo.com,,List import
10611685,,Brian Scanlon,Financial Advisor,,brian.scanlon@wellsfargoadvisors.com,,List Import
10868110,Inactive Investor,Nicholas Harman,Financial Advisor,Edward Jones Anchorage AK 4341 B St,nick.harman@edwardjones.com,,Salesforce
11135217,Inactive Investor,Yash Dalal,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Paramus NJ 61 S Paramus Rd,yash.v.dalal@morganstanley.com,,Salesforce
346607,,Steve Smith,Senior Member,Bmss Wesson Wealth Solutions,ssmith@bmss.com,205-982-5555,Manual List Upload
54743,,Jennifer Bahr,"Associate Representative, Financial Associate",Thrivent Investment Management Inc.,jennifer.bahr@thrivent.com,253-445-2423,
10783708,Inactive Investor,Christopher Tomlinson,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,christopher.tomlinson@fidelity.com,,Salesforce
9547079,,David Brecher,,,dbrecher@eaglestrategies.com,,List import
10662299,,Desmond Dimond,,,dez@maiawealth.com,,List Import
11193448,Inactive Investor,Kyle Christianson,Associate Vice President - Investments,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",kyle.christianson@raymondjames.com,,Salesforce
10822339,Inactive Investor,Andrew Thompson,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",athompson@massmutual.com,,Salesforce
10962295,Inactive Investor,Brittain Wiseman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11194859,Inactive Investor,Dean Aita,,Cetera Advisors LLC Washington Depot CT 9 Bryan Hall Plz,,,Salesforce
11010593,Inactive Investor,Marianna Lara,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,mlara@primerica.com,,Salesforce
11123440,Inactive Investor,Kristos Pericleous,Associate Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 3045 Newmark Dr",kristos.pericleous@ampf.com,,Salesforce
11009840,Inactive Investor,Craig Duronslet,,"Grove Point Investments, LLC Baton Rouge LA 2245 Virginia St",,,Salesforce
11126626,Inactive Investor,Melissa Diaz,Client Relationship Associate,William Blair,mdiaz@williamblair.com,,Salesforce
9415743,,Antony Czura,,Antony Czura,christopherczura92@gmail.com,,List Import
10855632,Inactive Investor,Roberto Frazao,,Morgan Stanley New York NY 55 E 52nd St,roberto.frazao@morganstanley.com,,Salesforce
9604105,,BRYAN CHRISTIAN,,,bryan.christian@crosstower.com,,List import
10917064,Inactive Investor,John Shekell,,"Ameriprise Financial Services, LLC Louisville KY 805 N Whittington Pkwy",john.shekell@ampf.com,,Salesforce
9592941,,Artem Suchkov,,,kunilingvistador@gmail.com,,List import
11085508,Inactive Investor,Prescott Barkow,Financial Advisor;Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",prescott.barkow@raymondjames.com,,Salesforce
10792861,Inactive Investor,Kevin Shields,,State Farm VP Management Corp. Wichita KS 13121 E 21st St N,kevin.shields.l94b@statefarm.com,,Salesforce
11203501,Inactive Investor,Georgia Jackson,,Stonex Securities Inc. Locust Valley NY Private Residence,georgia.jackson@saswealth.com,,Salesforce
11020434,Inactive Investor,Joanna Simmons,,J.P. Morgan Securities LLC Akron OH 5638 Manchester Rd,joanna.simmons@jpmorgan.com,,Salesforce
10769831,Inactive Investor,Clayton Blanton,,NYLIFE Securities LLC Franklin TN 3401 Mallory Ln,cblanton@ft.newyorklife.com,,Salesforce
10887110,Inactive Investor,Hongduo Knuckles-Li,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9609878,,rt df,,,e@r.com,,List import
10775751,Inactive Investor,Paul Green,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,paul.green@fidelity.com,,Salesforce
11206113,Inactive Investor,Prithibi Chauhan,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",prithibi.chauhan@ml.com,,Salesforce
9645227,,Bruce Bromberg,,,brucewbromberg@gmail.com,,List import
334721,,David Tilles,Executive Chairman,Mondrian Investment Partners Limited,david.tilles@mondrian.com,011-442-074777000,Manual List Upload
9574717,,Max Yuan,,,my@trea.com,,List import
10843958,Inactive Investor,Jon Hill,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",,,Salesforce
11029439,Inactive Investor,Salvatore Rios,,"Brean Capital, LLC Summit NJ 382 Springfield Ave",,,Salesforce
10866208,Inactive Investor,Marc Rohr,,LPL Financial LLC Springfield MO 1125 E Lakewood St,marc.rohr@lpl.com,,Salesforce
9591078,,Zach Murphy,,,zach@pendercapital.com,,List import
11162623,Inactive Investor,Eric Gallo,Financial Advisor,Morgan Stanley Conshohocken PA 100 Front St,eric.gallo@morganstanley.com,,Salesforce
9620545,,james milin,,,jamesmilin42@gmail.com,,List import
9569453,,James Williams,,,jwilliams@newbridgesecurities.com,,List import
8480541,,Maureen Meehan,,Baystate,maureen.meehan@baystatefinancial.com,(617) 320-4018,List Import
10825193,Inactive Investor,Thomas Coy,President;Principal,Oak Brook Advisors Ltd,,,Salesforce
10823319,Inactive Investor,Lynne Andrews,Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,lynne.andrews@ubs.com,,Salesforce
9638639,,Thomas Ratliff,,,tratliff@local639.org,,List import
11092530,Inactive Investor,John Whittingham,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",john.whittingham@wellsfargoadvisors.com,,Salesforce
10489699,,Tamara Snider,,Merit Financial Advisors Frisco TX 2801 Network Blvd,tamara.snider@lpl.com,,List Import
349708,,Sean Fieler,"Chief Investment Officer, Owner",Equinox Partners Investment Management LLC,sfieler@equinoxpartners.com,203-516-2265,Manual List Upload
11132403,Inactive Investor,Galit Ben-Joseph,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,galit.ben-joseph@jpmorgan.com,,Salesforce
10644323,,Terese Schierer,,,terese.schierer@primerica.com,,List Import
11079545,Inactive Investor,Jonathan Sierzega,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",,,Salesforce
11133134,Inactive Investor,Kelly Noon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11106099,Inactive Investor,Robert Kuhnhein,Chief Investment Officer;Director;Director - Investments,"Legacy Financial Advisors, Inc.",kuhnhein@legacyfinancialadvisors.com,,Salesforce
10910963,Inactive Investor,Christopher Molina,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10957897,Inactive Investor,Austin Mitchell,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
10936348,Inactive Investor,Sharon Aller,,"WesBanco Securities, Inc. Columbus OH 2000 Henderson Rd",,,Salesforce
11037441,Inactive Investor,Nathan Heinlein,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
10814807,Inactive Investor,Corey Clayton,Financial Advisor,Edward Jones Enid OK 4001 W Willow Rd,corey.clayton@edwardjones.com,,Salesforce
11139923,Inactive Investor,David Desantis,Associate Financial Advisor,"Ameriprise Financial Services, LLC The Villages FL 11714 NE 62nd Ter",david.desantis@ampf.com,,Salesforce
11233275,Inactive Investor,David Li,,Oppenheimer & Co. Inc. San Francisco CA 135 Main St,,,Salesforce
11069784,Inactive Investor,Roger Taylor,,"Parkland Securities, LLC Colorado Springs CO 1425 N Union Blvd",,,Salesforce
11163006,Inactive Investor,William Roller,Chief Compliance Officer;Chief Executive Officer;President,Beacon Rock Wealth Advisors,info@brcapitalinc.com,,Salesforce
11123243,Inactive Investor,Benjamin Perkins,,J.P. Morgan Securities LLC Phoenix AZ 4040 E Chandler Blvd,,,Salesforce
10820237,Inactive Investor,Anne-Catherine Vinickas,Wealth Advisor,Redwood Financial Network Central Point OR Private Residence,acvinickas@redwoodfn.com,,Salesforce
10870395,Inactive Investor,Michael Hoeflich,,"Peak Brokerage Services, LLC Buffalo NY 305 Spindrift Dr",,,Salesforce
11094006,Inactive Investor,Daniela Guercio,,Mutual of America Securities LLC,daniela.guercio@mutualofamerica.com,,Salesforce
10617602,,Howell Granger,,,howell.granger@equitable.com,,List Import
11050709,Inactive Investor,Robert Gilman,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,robert.gilman@jpmorgan.com,,Salesforce
10929191,Inactive Investor,Mark Reams,Controller,Davenport & Company LLC,mreams@investdavenport.com,,Salesforce
11060723,Inactive Investor,Christopher Patnode,Financial Advisor;Financial Planner,LPL Financial LLC Osseo MN 11670 Fountains Dr,christopher.patnode@lpl.com,,Salesforce
11076868,Inactive Investor,Rebecca Combs,,"American Fidelity Securities, Inc.",rebecca.combs@af-group.com,,Salesforce
11189324,Inactive Investor,Craig Wong,Financial Advisor,LPL Financial LLC Huntington Beach CA 7561 Center Ave,craig.wong@lpl.com,,Salesforce
6313,,K School,,[[Unknown]],kenli@crovanmedia.com,,Initial Salesforce Import
10907052,Inactive Investor,Kelly McClain,Financial Advisor,LPL Financial LLC Franklin TN 6840 Carothers Pkwy,kelly.mcclain@lplfinancial.com,,Salesforce
10997741,Inactive Investor,Christopher Critelli,Wealth Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",christopher.critelli@ml.com,,Salesforce
10805626,Inactive Investor,Robert Herje,Senior Vice President - Investments,"Northland Securities, Inc.",rherje@northlandsecurities.com,,Salesforce
9619652,,Albijon Haug,,,erikhau123@outlook.com,,List import
10657600,,Matthew Drafall,,,matthew.drafall@thrivent.com,,List Import
10930421,Inactive Investor,Matthew Elwood,,"Allstate Financial Services, LLC Port Angeles WA 707 E Front St",matthewelwood@allstate.com,,Salesforce
10815519,Inactive Investor,Tammy Laurent,Financial Advisor,Edward Jones Shakopee MN 100 Fuller St S,,,Salesforce
10979520,Inactive Investor,Jolaine Belcastro,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10900970,Inactive Investor,Melissa Habecker,Senior Client Service Associate,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9610228,,don nelson,,,dnelso0123@gmail.com,,List import
11234528,Inactive Investor,Ray Frazer,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,,,Salesforce
9644884,,Wissam Sabbah,,,ws@tsqcapital.com,,List import
11015718,Inactive Investor,Jose Nunez,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,joseinesnunez@primerica.com,,Salesforce
11206111,Inactive Investor,Ashley Nichols,Registered Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10661769,,Curtis Stowers,,,curt.stowers@f5fp.com,,List import
10918414,Inactive Investor,Julie Kessler,,State Farm VP Management Corp. Calhoun GA 614 Red Bud Rd NE,julie.kessler.hoje@statefarm.com,,Salesforce
11144286,Inactive Investor,Linda McLaughlin,,LPL Financial LLC Mount Laurel NJ 10000 Midlantic Dr,linda.mclaughlin@lpl.com,,Salesforce
10862452,Inactive Investor,Regina Rudnick,Chief Executive Officer;President,"Blackridge Asset Management, LLC",,,Salesforce
9571074,,Peter Faulkner,,,pfaulkner@psamllc.com,,List import
11229170,Inactive Investor,Geoffrey Sullivan,,Janney Montgomery Scott LLC Boston MA 201 Washington St,,,Salesforce
10760672,Inactive Investor,Alexander Hernandez,,"Truist Investment Services, Inc. Orlando FL 7677 Dr Phillips Blvd",alexander.hernandez@truist.com,,Salesforce
9605431,,Scott Goginsky,,,sgoginsky@thebiondogroup.com,,List import
11184548,Inactive Investor,Carmella Larkins,,"Allstate Financial Services, LLC Roswell GA 555 Sun Valley Dr",carmellalarkins@allstate.com,,Salesforce
9546585,,Yakub Egwa,,,yakubegwa@gmail.com,,List import
9598497,,Douglas Fluke,,,dfluke@carsoninstitutional.com,,List import
10792110,Inactive Investor,Nancy Reed,,Commonwealth Financial Network Richmond VA 2800 Patterson Ave,nreed@commonwealth.com,,Salesforce
10817563,Inactive Investor,Thomas Peterson,Financial Advisor;Member;Partner,"IAG Wealth Partners, LLC",tpeterson@iagwealthpartners.com,,Salesforce
9631449,,Luke Marriott,,,luke.marriott@anz.com,,List import
9548746,,Andrew Martz,,,andymartz@gmail.com,,List import
11201318,Inactive Investor,Clarissa Iannetti,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",tarandy.clarissa@principal.com,,Salesforce
10870549,Inactive Investor,Sarah Cain,Chief Financial Officer;Regulatory Contact,"Brookline Investments, Inc. Birmingham AL 2501 20th Pl S",sbcain@brooklineinvestments.com,,Salesforce
11233769,Inactive Investor,Ashlyn Smith,,Fidelity Brokerage Services LLC,,,Salesforce
10752368,Inactive Investor,Lynn Kulzak,Financial Consultant;Senior Advisor,"BCG Securities, Inc.",lkulzak@bcgsecurities.com,,Salesforce
10859913,Inactive Investor,Richard Davey,,"Avantax Investment Services, Inc. Gresham OR 151 SE 223rd Ave",,,Salesforce
9646769,,David Sleeter,,,dsleeter@totalclaritywealth.com,,List import
9592162,,Shannon Wallace Jr,,,shannon@shannonwallacejr.com,,List import
43722,,Matthew Swarbrick,"Financial Consultant, Wealth Advisor","Thrivent Advisor Network, LLC",matthew.swarbrick@thrivent.com,972-521-0011,
9628836,,Seyed ali Yadol,,,mehdi.hamidia2358@yahoo.com,,List import
11053375,Inactive Investor,Paul Palmer,Senior Financial Advisor,Goodman Financial Corporation,ppalmer@goodmanfinancial.com,,Salesforce
9592147,,Ronald Kelterborn,,,rkelterborn@barometercapital.ca,,List import
10931934,Inactive Investor,Austin Weber,Financial Consultant,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",austin.weber@equitable.com,,Salesforce
11097735,Inactive Investor,Pierce Barber,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,pierce.barber@fmr.com,,Salesforce
11104703,Inactive Investor,Stefan Dolese,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11107646,Inactive Investor,Steven Dick,Chief Compliance Officer;Chief Executive Officer;President,"Sapiat Asset Management, LLC",,,Salesforce
11175484,Inactive Investor,Philip Deitch,Financial Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 10825 Watson Rd",philip.l.deitch@ampf.com,,Salesforce
11152867,Inactive Investor,Sarah Pifer,,"HighTower Securities, LLC New York NY 505 5th Ave",spifer@hightoweradvisors.com,,Salesforce
11026433,Inactive Investor,Tanner Sterk,,"Capital Investment Advisors, LLC Englewood CO 8101 E Prentice Ave",tsterk@yourwealth.com,,Salesforce
11155112,Inactive Investor,Anna Hawkins,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
9601914,,Masayoshi Tsuda,,,tsuda@nam.co.jp,,List import
10657593,,Jill Gassensmith,,,jill.gassensmith@ceterafs.com,,List Import
11216860,,Jeffrey Schmeltekopf,,,jeffrey.schmeltekopf@lpl.com,,List Import
10756921,Inactive Investor,Gary Purpura,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;President;Principal;Senior Financial Consultant,Liberty Capital Investment Corporation,gpurpura@libertycapinv.com,,Salesforce
10861793,Inactive Investor,David Thomas,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",david.d.thomas@wellsfargoadvisors.com,,Salesforce
11002931,Inactive Investor,Rayehanna Louis,,"TradeStation Securities, Inc.",rlouis@tradestation.com,,Salesforce
10893838,Inactive Investor,Alex Parsons,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,alex.parsons@fmr.com,,Salesforce
9631725,,Alexander Soroka,,,asoroka@aya.yale.edu,,List import
9561516,,brennan kersgaard,,,brennankersgaard@gmail.com,,List import
10637976,,Fuat Kılıç,,,fuat_kilic@outloom.com,,Web Form Fillout
10755531,Inactive Investor,Zachary Kessler,Financial Advisor,"Raymond James & Associates, Inc.",zachary.kessler@raymondjames.com,,Salesforce
11090767,Inactive Investor,Moises Leandro,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Tyler TX Private Residence",moises.leandro@tiaa.org,,Salesforce
10839182,Inactive Investor,Gregory Lane,,"Independent Financial Group, LLC Bakersfield CA 3501 Bernard St",,,Salesforce
10813120,Inactive Investor,Christopher Bahr,,"Cambridge Investment Research, Inc. State College PA 1315 S Allen St",chris.bahr@cambridgesecure.com,,Salesforce
9616889,,Daniel Hurnik,,,hurnik@icloud.com,,List import
9630658,,C S,,,c@gmail.com,,List import
10794327,Inactive Investor,Andrew Whittaker,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairfield CA 601 Jackson St",andrew.whittaker@wellsfargoadvisors.com,,Salesforce
9595004,,Rushab Shah,,,rushab.shah1@gmail.com,,List import
11216902,,Michael McNenny,,,michael.mcnenny@equitable.com,,Other
11187834,Inactive Investor,Russell Case,Financial Advisor,Edward Jones Los Gatos CA 987 University Ave,russell.case@edwardjones.com,,Salesforce
10798163,Inactive Investor,Jennifer Sexton,Private Wealth Advisor,"Ameriprise Financial Services, LLC Nashville TN 4322 Harding Pike",jennifer.a.sexton@ampf.com,,Salesforce
11105451,Inactive Investor,Lydia Seymour,,Commonwealth Financial Network,lseymour@commonwealth.com,,Salesforce
9633624,,Manish Chadda,,,chadda.manish@gmail.com,,List import
10808448,Inactive Investor,Maryellen Bills,,PNC Investments Austin TX 1703 W 5th St,maryellen.bills@pnc.com,,Salesforce
10879586,Inactive Investor,Jonathan Loeck,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10851342,Inactive Investor,Joseph Arce,Chief Compliance Officer,"Blackston Financial Advisory Group, LLC",,,Salesforce
9596238,,Evan Bedel,,,ebedel@bedelfinancial.com,,List import
11094740,Inactive Investor,Benjamin Robinson,Investment Advisor Representative,"Stone House Investment Management, LLC",,,Salesforce
9552910,,Jason Welz,,,jasonwelz@invictuscapital.com,,List import
9618673,,Karen ZHANG,,,zgj0502@hotmail.com,,List import
10865949,Inactive Investor,Roger Kruel,,State Farm VP Management Corp. New Lenox IL 201 W Maple St,rogerkruel@statefarm.com,,Salesforce
9593615,,George Collett,,,gcollett@ysfi.com,,List import
10891376,Inactive Investor,Anne Williams,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10827378,Inactive Investor,Anthony Ricci,Investment Advisor Representative,LPL Financial LLC San Diego CA 2831 Camino del Rio S,tony.ricci@lpl.com,,Salesforce
11065250,Inactive Investor,William Arnold,,"Raymond James Financial Services, Inc. Spokane WA 421 W Riverside Ave",william.arnold@raymondjames.com,,Salesforce
10909927,Inactive Investor,Steven Maxwell,,LPL Financial LLC Bel Air MD 510 S Main St,steven.maxwell@lpl.com,,Salesforce
10652656,,Mark Stein,,,markstein01@gmail.com,,Web Form Fillout
10618579,,Matthew Norwood,,,matthew.norwood@ubs.com,,List Import
11080941,Inactive Investor,Raman Mehra,,"Wells Fargo Clearing Services, LLC Edison NJ 1655 Oak Tree Rd",raman.mehra@wellsfargoadvisors.com,,Salesforce
11063365,Inactive Investor,Michael Piccione,Financial Advisor,LPL Financial LLC Ellenton FL 7216 US Hwy 301 N,michael.piccione@lpl.com,,Salesforce
9581601,,Robert Groesbeck,,,rpd@groesbeckim.com,,List import
11104200,Inactive Investor,William Anthony,Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",william.anthony@raymondjames.com,,Salesforce
10882335,Inactive Investor,Stephanie Ward,,"Wells Fargo Clearing Services, LLC Chandler AZ 2975 E Ocotillo Rd",,,Salesforce
11064500,Inactive Investor,Larry Beaupre,,LPL Financial LLC Verdi NV Private Residence,larry.beaupre@lpl.com,,Salesforce
11029338,Inactive Investor,Zachary Smith,,Hilltop Securities Inc. Charlotte NC 6100 Fairview Rd,zachary.smith@opco.com,,Salesforce
11055271,Inactive Investor,Joseph Shalom,Financial Advisor,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",jshalom@htk.com,,Salesforce
235666,, -,,[[Unknown]],wifiads7@gmail.com,,
10931966,Inactive Investor,Christopher Green,Regional Director,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",christopher.green@prudential.com,,Salesforce
10760242,Inactive Investor,Joseph Grunfeld,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",joseph_grunfeld@ml.com,,Salesforce
9544228,,Justin Carlyle Gocho,,,jgocho@seia.com,,List import
1006022,Inactive Investor,James Greenwald,investor,James Greenwald,jim.greenwald@gmail.com,314 629 3890,
11180738,Inactive Investor,Emeka Eziri,,"Transamerica Financial Advisors, Inc Charlotte NC 8430 University Executive Park Dr",emeka.eziri@tfaconnect.com,,Salesforce
9628081,,Edouard Cordi,,,gypsum.iron@gmail.com,,List import
10966506,Inactive Investor,Michael Bernstein,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",michael.bernstein@nm.com,,Salesforce
11027016,Inactive Investor,Steeli Long,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,steeli_long@vanguard.com,,Salesforce
10406473,,dan blanchard,,,danblanchard411@gmail.com,,Web Form Fillout
9585931,,Michael Gregorich,,,mgregorich@stonepoint.com,,List import
11017506,Inactive Investor,Amanda Kerr,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,amanda.hull.wt5i@statefarm.com,,Salesforce
11205923,Inactive Investor,Carmen Eastes,,"Truist Investment Services, Inc. Smyrna TN 551 Sam Ridley Pkwy W",rosie.eastes@truist.com,,Salesforce
11036094,Inactive Investor,Martin Gaganelov,Advisory Consultant,"Raymond James & Associates, Inc.",martin.gaganelov@raymondjames.com,,Salesforce
11204171,Inactive Investor,Christopher Kentimenos,,"The Leaders Group, Inc.",,,Salesforce
145194,,Murat Inal,,[Unknown],inalmur@gmail.com,,source
11040856,Inactive Investor,Joshua Coward,,"VALIC Financial Advisors, Inc. North Charleston SC 4000 S Faber Place Dr",,,Salesforce
10757728,Inactive Investor,Carl Niederer,,"Cadaret, Grant & Co., Inc. East Hanover NJ 460 Ridgedale Ave",cniederer@cadaretgrant.com,,Salesforce
11009452,Inactive Investor,Emily Callahan,,LPL Financial LLC Indianapolis IN 1402 E 86th St,emily.callahan@lpl.com,,Salesforce
10494177,,Shawn Hendricks,Partner,Stradley Ronon,shendricks@stradley.com,,List Import
11235408,Inactive Investor,James Bradshaw,Wealth Advisor,Farther Jacksonville Beach FL Private Residence,,,Salesforce
9574869,,Abel Mendez,,,am7398@gmail.com,,List import
10619825,,Noel Cooper,,,noel@walledlakewealth.com,,List Import
10817493,Inactive Investor,Matthew Wilke,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,matt.wilke@jpmorgan.com,,Salesforce
10903606,Inactive Investor,William Stroyne,,"Osaic Wealth, Inc. Pittsburgh PA 500 McKnight Park Dr",,,Salesforce
11092751,Inactive Investor,Mario Rector,Financial Representative,"Principal Securities, Inc. Clay NY 7900 Davis Rd N",rector.mario@principal.com,,Salesforce
11159683,Inactive Investor,Madeleine Condron,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
11098325,Inactive Investor,Mary Dickson,Financial Associate,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",mary.dickson@usbank.com,,Salesforce
9573609,,Mary Bonfini,,,marybonfini@stevengblum.com,,List import
10604527,,Jacqueline Jacobs,Dir Operations & Chief Compliance Officer,VSS CAPITAL PARTNERS,jacobsj@vss.com,212-935-4990,List Import
11141052,Inactive Investor,Kyle Bernhardt,Financial Advisor,Edward Jones Fort Morgan CO 606 Grant St,kyle.bernhardt@edwardjones.com,,Salesforce
338111,,Megan Mathison,"Executive Assistant, Office Manager","Stone Arch Capital, Llc",mmathison@stonearchcapital.com,612-317-2980,Manual List Upload
10693399,,Anahita Golestaneh,,,anahita.golestaneh@gmail.com,,Web Form Fillout
28610,,Laura Deal Lacey,,Milken Institute,llacey@milkeninstitute.org,,
10964757,Inactive Investor,Rebekah Williamson,Division Leader,PFS Investments Inc. Belfair WA 3530 NE Old Belfair Hwy,rwilliamson.2rrrl@primerica.com,,Salesforce
9579616,,Marshall Stein,,,mdsteinphd@gmail.com,,List import
10890182,Inactive Investor,Kimberly Kuhlman,Chief Financial Officer,Monongahela Capital Management,kkuhlman@rodgersbrothers.com,,Salesforce
9642256,,Richard Alonzo,,,rwalonzo@gmail.com,,List import
11090187,Inactive Investor,Jane Jaiwon Bang,Chief Operating Officer;Strategy Manager,NerdWallet Advisory,,,Salesforce
11044821,Inactive Investor,Michael Compiano,,Commonwealth Financial Network West Des Moines IA 214 5th St,mcompiano@commonwealth.com,,Salesforce
9603601,,Sarah Kistler,,,sarah@hollywoodbranded.com,,List import
10861230,Inactive Investor,Erica Miller,Administrative Assistant,Edward Jones Asheboro NC 359 S Cox St,,,Salesforce
10946892,Inactive Investor,Kurtis Johnson,Senior Wealth Advisor,PBMares Wealth Management LLC Harrisonburg VA 558 S Main St,kjohnson@pbmareswealth.com,,Salesforce
11050657,Inactive Investor,Paul Diduro,Financial Advisor,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",pdiduro@financialguide.com,,Salesforce
10783123,Inactive Investor,Michael Dolloff,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,michael.dolloff@fidelity.com,,Salesforce
10945443,Inactive Investor,Mark Clopton,Financial Advisor,Retirement Planners of America,mark.clopton@moneymatters.net,,Salesforce
11127419,Inactive Investor,Lenore Jackson,,PFS Investments Inc. Carson CA 1145 E Dominguez St,4ymrx@primerica.com,,Salesforce
10967119,Inactive Investor,Trevor Ifill,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,tifill@ft.newyorklife.com,,Salesforce
11040533,Inactive Investor,Kent Larsson,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,klarsson@ft.newyorklife.com,,Salesforce
9867953,,Cameron Garcia,,,jordon0815@gmail.com,,Web Form Fillout
11238382,Inactive Investor,Margarita Cross,,"Sageview Advisory Group, LLC",mcross@sageviewadvisory.com,,Salesforce
11204626,Inactive Investor,Carol Larson,,LPL Financial LLC Tucson AZ 3131 E Speedway Blvd,carol.larson@lpl.com,,Salesforce
9570654,,Frank Vitale,,,fvitale99@gmail.com,,List import
190057,,Fred Nicol,,N/A,fred.w.nicol@gmail.com,513.284.4441,
10759085,Inactive Investor,Jennifer Machacek,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jennifer_machacek@ml.com,,Salesforce
336271,,Todd Freebern,Managing Director,J.c. Flowers & Co. Llc,tfreebern@jcfco.com,212-404-6800,Manual List Upload
9600342,,William Doheny,,,wdoheny@dohenyasset.com,,List import
1831000,,Robert Woods,,,robert.woods69@yahoo.com,,
10982118,Inactive Investor,Mario Saljanin,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,mario.saljanin@jpmorgan.com,,Salesforce
371163,,Najib Hussein,,Saudi Arabia,najibhussein@gmail.com,,source
10901981,Inactive Investor,Tania Bari,Investment Advisor,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9622646,,Georgios Ouzounis,,,ouzounis.georgios@gmail.com,,List import
246121,,Not Provided,"Director, Office of Public Affairs",CFTC,sadamske@cftc.gov,,Manual List Upload
10788560,Inactive Investor,Gregory Cho,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,gcho@jefferies.com,,Salesforce
10784512,Inactive Investor,Margaret Ring-Wiersma,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,margaret.ringwiersma@ubs.com,,Salesforce
10969021,Inactive Investor,Milos Bukarica,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10974568,Inactive Investor,Christopher Pham,Investment Consultant,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10936686,Inactive Investor,Ross Ferrin,,"Lion Street Financial, LLC Morrison CO Private Residence",rferrin@lionstreet.com,,Salesforce
9554935,,Elizabeth Alexis,,,elizabeth@alexis-palmer.com,,
153736,,Prompong Sangkum,,[Unknown],ces.prompong@gmail.com,,Organic Search
224025,,Kris Djorlov,,[Unknown],shmeker9410@gmail.com,,source
209924,,keith dresser,,[Unknown],dresserka@roadrunner.com,,
10853697,Inactive Investor,Howard Goldstein,,Cetera Financial Specialists LLC Sudbury MA 730 Boston Post Rd,howard.goldstein@ceterafs.com,,Salesforce
10986515,Inactive Investor,Shannon Johnson,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10861881,Inactive Investor,Mi Kim,,J.P. Morgan Securities LLC New York NY 1260 Broadway,miran.kim@jpmorgan.com,,Salesforce
336848,,Philip Town,Managing Member,"Rule One Partners, Llc",ptown@ruleoneinvesting.com,855-687-7853,Manual List Upload
11177476,Inactive Investor,Edilawit Tesfaye,Client Service Associate,Citigroup Global Markets Inc. Washington DC 5700 Connecticut Ave NW,,,Salesforce
11142773,Inactive Investor,Michael Guarnaccia,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President,Morgan Stanley Lincroft NJ Private Residence,michael.guarnaccia@morganstanley.com,,Salesforce
11078758,Inactive Investor,Scott Zurat,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",scott.zurat@nm.com,,Salesforce
11171129,Inactive Investor,Rosa Chalekian,Chief Compliance Officer,Wealthtech Partners LLC Pasadena CA 70 S Lake Ave,,,Salesforce
10614515,,Catherine Buckley,Financial Advisor,,cathy.buckley@raymondjames.com,,List Import
9556917,,Julio Noval,,,julionoar@gmail.com,,List import
10926279,Inactive Investor,Barbara Rice,,LPL Financial LLC Niagara Falls NY 750 Main St,barbara.rice@lpl.com,,Salesforce
10837624,Inactive Investor,Sean Murphy,Chief Executive Officer;Chief Investment Officer;Managing Partner;President,"Game Creek Capital, LP Boston MA 2 International Pl",,,Salesforce
10957580,Inactive Investor,Alex Santana,,PFS Investments Inc. Peoria AZ 8476 W Thunderbird Rd,alex.santana@primerica.com,,Salesforce
339738,,Lisa Harris,"CFO Of Vr Adviser, Llc","Vr Adviser, Llc",lharris@venrock.com,212-444-4100,Manual List Upload
10909234,Inactive Investor,Kelly Wian,,Cetera Investment Services LLC State College PA 117 S Allen St,kelly.wian@ceterais.com,,Salesforce
10785373,Inactive Investor,Adam Gaudreau,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,adam.gaudreau@fidelity.com,,Salesforce
10777362,Inactive Investor,Justyn Feldman,Advisor,GMS Group Miami FL Latitude 1 Building,jfeldman@gmsgroup.com,,Salesforce
10863626,Inactive Investor,Erin Mullen,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
11152010,Inactive Investor,Andrew King,Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 1585 Broadway,andrew.king@morganstanley.com,,Salesforce
11116372,Inactive Investor,Gregory Otto,,"Wells Fargo Clearing Services, LLC",gregory.otto@wellsfargoadvisors.com,,Salesforce
11161482,Inactive Investor,Melissa Workman,,"Allstate Financial Services, LLC Flint TX 17435 State Hwy 155 S",melissaworkman75@allstate.com,,Salesforce
11097849,Inactive Investor,Jon Lind,Chief Compliance Officer;Founder;Member;Principal,Lind Capital Partners,jlind@lindcapitalpartners.com,,Salesforce
9543303,,CC Butler,,,celeste.butler@sunlife.com,,List import
11006556,Inactive Investor,Nathan Whipple,Financial Advisor,Edward Jones Muskegon MI 5916 Harvey St,nathan.whipple@edwardjones.com,,Salesforce
11113785,Inactive Investor,Thomas Brashear,,"Sunbelt Securities, Inc.",,,Salesforce
11150296,Inactive Investor,William Keene,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",gerry.keene@prudential.com,,Salesforce
10960417,Inactive Investor,Dominik Furtado,,Fidelity Brokerage Services LLC,,,Salesforce
11069019,Inactive Investor,Lucille Halvorson,Financial Advisor;Financial Planning Specialist,Morgan Stanley Colchester VT 105 W View Rd,lucy.halvorson@morganstanley.com,,Salesforce
10765089,Inactive Investor,Glenn Grilli,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",glenn.grilli@ml.com,,Salesforce
10907966,Inactive Investor,Brandon Deckard,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
11135205,Inactive Investor,Crystal Lambert,Financial Planning Associate;Wealth Management Associate,Morgan Stanley Winston-Salem NC 100 N Main St,crystal.lambert@morganstanley.com,,Salesforce
224768,,Michael Mobley,,[Unknown],mobes80@hotmail.com,,Direct
229351,, -,,[[Unknown]],mlbfholdings@gmail.com,,Organic Search
9562458,,Dianto Wiranata,,,dianto.wiranata@gmail.com,,List import
351151,,David Zenker,Senior Managing Director,Brock Fiduciary Services Llc,dzenker@brockcapital.com,212-209-3000,Manual List Upload
339563,,Katherine Harkness,Portfolio Manager,Manulife Investment Management Timberland And Agri,kharkness@hnrg.com,617-747-1600,Manual List Upload
11152451,Inactive Investor,Brian Connelly,,Commonwealth Financial Network Henrico VA 2110 Ingleside Ave,bconnelly@cfnmail.com,,Salesforce
9595265,,Tony Cox,,,tonycox567@gmail.com,,List import
11070305,Inactive Investor,John Tonkin,,HSBC Securities (USA) Inc.,john.tonkin@us.hsbc.com,,Salesforce
9609679,,Franklin Supit,,,franklin3241722@gmail.com,,List import
349910,,John Stoltzfus,"Managing Director, Chief Market Strategist",Oppenheimer & Co. Inc.,john.stoltzfus@opco.com,212-668-8000,Manual List Upload
11147706,Inactive Investor,Albert Campbell,,Cetera Advisor Networks LLC Pendleton SC 154 Exchange St,campbella@ceteranetworks.com,,Salesforce
10801826,Inactive Investor,Jennifer Becker,Financial Consultant,Thrivent Investment Management Inc. Faribault MN 1645 Lyndale Ave N,jen.becker@thrivent.com,,Salesforce
11254441,Inactive Investor,Cole Phillips,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
10912104,Inactive Investor,Jacom Schallenkamp,Financial Advisor,"Ameriprise Financial Services, LLC Edmonds WA 110 James St",jacom.clarkson@ampf.com,,Salesforce
10935490,Inactive Investor,Kehinde Abiodun,,Evercore Group L.L.C.,,,Salesforce
11091611,Inactive Investor,Christopher Lewis,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Waco TX 1105 Wooded Acres Dr",chris.j.lewis@wellsfargo.com,,Salesforce
10865888,Inactive Investor,Justine Binkley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10896363,Inactive Investor,Felomina Lambino,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,felomina.lambino@primerica.com,,Salesforce
11054398,Inactive Investor,Keith Marshall,Chief Operating Officer,"Hurley Financial Group, Inc.",keithm@hurleyfinancial.com,,Salesforce
10955919,Inactive Investor,Shaobo Li,Senior Investment Analyst;Tax Consultant,"Dominguez Wealth Management Solutions, Inc.",,,Salesforce
10893872,Inactive Investor,Joshua Small,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,joshua.small@fidelity.com,,Salesforce
9572550,,Pejman Farzaneh,,,pejmanfarzaneh@gmail.com,,List import
351772,,George Schloegel,Director,Hancock Whitney Investment Services Inc.,george.schloegel@hancockbank.com,504-586-7290,Manual List Upload
11149238,Inactive Investor,Mark Scott,Financial Representative,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",steve.scott@nm.com,,Salesforce
10772646,Inactive Investor,Jan O'Connell,Senior Client Service Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,jan.king@ubs.com,,Salesforce
11200305,Inactive Investor,Beau Sheedy,Financial Consultant;Financial Professional,PFG Advisors Phoenix AZ 7600 N 16th St,,,Salesforce
9625184,,Jared Henry,,,thefuture80@gmail.com,,List import
10928310,Inactive Investor,Dianna Rich,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10900778,Inactive Investor,David Semaya,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11196764,Inactive Investor,Madeline Fauss,,J.P. Morgan Securities LLC Saint Louis MO 8636 Olive Blvd,madeline.fauss@jpmorgan.com,,Salesforce
11166132,Inactive Investor,Laurie Miller,Financial Advisor,Edward Jones Spring TX 4775 W Panther Crk Dr,laurie.miller@edwardjones.com,,Salesforce
9572782,,Kimberly Kneisly,,,kimberly.kneisly@53.com,,List import
11100445,Inactive Investor,Mark Miehle,Managing Director;President,First Fidelity Group LLC,mrmiehle@firstfidelitygroupllc.com,,Salesforce
10816564,Inactive Investor,Christopher Meier,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Fargo ND 4207 28th Ave S",chris.meier@rbc.com,,Salesforce
10953524,Inactive Investor,Luis Gonzalez,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,luis_gonzalez@vanguard.com,,Salesforce
10990996,Inactive Investor,Halle Bolduc,,"Northwestern Mutual Investment Services, LLC Rochester MN 201 23rd Ave SW",,,Salesforce
10896043,Inactive Investor,Stephanie Hall,,Commonwealth Financial Network East Syracuse NY 6319 Fly Rd,shall@commonwealth.com,,Salesforce
11106332,Inactive Investor,Andre Potter,,"Wells Fargo Clearing Services, LLC",,,Salesforce
340232,,Andrew Brett,,NEPC,abrett@nepc.com,(617) 374-1300,Database Upload
11121372,Inactive Investor,Richard Smidt,Financial Advisor,Edward Jones Glenwood Springs CO 902 Colorado Ave,rick.smidt@edwardjones.com,,Salesforce
11200687,Inactive Investor,Mark Smith,Wealth Advisor,"Buckingham Strategic Wealth, LLC Bourbonnais IL 1605 N Convent St",msmith@bamadvisor.com,,Salesforce
10920570,Inactive Investor,Roger Madison,,"OneAmerica Securities, Inc. Meridian ID 3681 N Locust Grove Rd",,,Salesforce
9572846,,Steven Aloia,,,saloia@ayco.com,,List import
221217,,Kyuwan Choi,,[Unknown],mr.q1008@gmail.com,,
50068,,Stephen Todd,,"MML Investors Services, LLC",stodd@massmutual.com,630-893-0990,
10965116,Inactive Investor,Brian Ishisaka,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",brian.ishisaka@nm.com,,Salesforce
11234024,Inactive Investor,Diane Brown,,"Osaic Wealth, Inc.",diane.brown@triad-advisors.com,,Salesforce
10924982,Inactive Investor,Dan Sandos,,"Osaic Wealth, Inc. Aurora CO Private Residence",,,Salesforce
11180716,Inactive Investor,Christine Weber,Senior Client Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,christine.weber@ubs.com,,Salesforce
9633828,,Tony Mohr,,,twmohr@msn.com,,List import
9568792,,Michael Looney,,,looney.michael@principal.com,,List import
10968883,Inactive Investor,Christian Huggins,Financial Advisor,LPL Financial LLC,christian.huggins@lpl.com,,Salesforce
11043528,Inactive Investor,Richard Swanson,,"Pensionmark Securities, LLC",,,Salesforce
11149176,Inactive Investor,Charlotte Tansey,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",charlotte.tansey@schwab.com,,Salesforce
10920658,Inactive Investor,Jason Willner,Financial Professional,LPL Financial LLC Albert Lea MN 709 Wilson St,jason.willner@lpl.com,,Salesforce
11143668,Inactive Investor,Howard Kluttz,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,howard.kluttz@opco.com,,Salesforce
9551850,,Derrick Sweet,,,derrick123abc@gmail.com,,List import
9550357,,Tom Metcalf,,,tom.metcalf@ubs.com,,List import
11003985,Inactive Investor,Angel Hernandez,,J.P. Morgan Securities LLC Woodland Hills CA 20900 Ventura Blvd,angel.hernandez@jpmorgan.com,,Salesforce
332762,,Alex Telidis,Financial Planner,"Innovative Financial Solutions, Inc.",alex@ifsincaz.com,480-345-8540,Manual List Upload
10792456,Inactive Investor,Catherine Easop,Financial Advisor,Edward Jones Wake Forest NC 620 Doctor Calvin Jones Hwy,cathy.easop@edwardjones.com,,Salesforce
11219722,,Ermioni Barikos,,,ermioni__barikos@vanguard.com,,Other
10969408,Inactive Investor,William Feijoo,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10854273,Inactive Investor,Connie Walksler,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,connie.a.walksler@jpmorgan.com,,Salesforce
11147185,Inactive Investor,Michael Stark,,"MML Investors Services, LLC Albuquerque NM 6821 Montgomery Blvd NE",michaelstark@financialguide.com,,Salesforce
141859,,Richard Martin,"President, member",Martin & Associates Investment Advisory Services L,rmartin@fscadvisor.com,985-792-7879,Manual List Upload
9632945,,sean higgins,,,shiggins@agmotion.com,,List import
11064005,Inactive Investor,Joseph Osga,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,,,Salesforce
11184382,Inactive Investor,Joseph Scheid,Financial Professional,"MML Investors Services, LLC Scottsdale AZ 8767 E Via de Ventura",jscheidjr@financialguide.com,,Salesforce
10799822,Inactive Investor,William Braxton,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10879291,Inactive Investor,Andrew Nicholas,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11028378,Inactive Investor,Anthony Seiler,,J.P. Morgan Securities LLC Palatine IL 825 W Euclid Ave,anthony.seiler@jpmorgan.com,,Salesforce
9540394,,Anthony Genello,,Hunting Hill,anthony@huntinghill.com,,Organic Search
11219877,,Terry Brubaker,,,terry.brubaker@gladstonecompanies.com,,Other
9415811,,Richard Whiting,,Richard Whiting,minnesotarichard@outlook.com,,List Import
10824128,Inactive Investor,Kristin Schumacher,Financial Advisor,Thrivent Investment Management Inc. Appleton WI 3315 N Ballard Rd,kristin.schumacher@thrivent.com,,Salesforce
11218754,,John Wehmer,,,john.wehmer@lpl.com,,Other
11153976,Inactive Investor,Deborah Swinney,,State Farm VP Management Corp. Olathe KS 2099 E 151st St,,,Salesforce
11013762,Inactive Investor,Dorensa Emanuel-Roberts,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,demanuelrob@ft.newyorklife.com,,Salesforce
10823939,Inactive Investor,David Mirabito,Financial Professional,"MML Investors Services, LLC Fulton NY 909 W 1st St S",dmirabito@financialguide.com,,Salesforce
9587809,,Rob stangroom,,,rob@aicinteractive.com,,List import
11232166,Inactive Investor,Rooseveldr Robinson,,PFS Investments Inc. Cleveland MS 303 Cotton Row,rrobinson@primerica.com,,Salesforce
9583985,,Jorge Luis Girollet,,,jlgirollet@gmail.com,,List import
9598458,,Debra Taylor,,,dtaylor@carsoninstitutional.com,,List import
11204234,Inactive Investor,Marlene Burns,Investment Advisor Representative,Lincoln Investment Arcadia OH 100 E Fremont St,mburns@lincolninvestment.com,,Salesforce
11125350,Inactive Investor,Alexander Deangelis,,Vanguard Marketing Corporation,alexander_deangelis@vanguard.com,,Salesforce
11136961,Inactive Investor,Tyler Sands,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10827435,Inactive Investor,Joseph Headlee,Financial Advisor,Edward Jones Washington PA 2112 N Franklin Dr,joseph.headlee@edwardjones.com,,Salesforce
10905609,Inactive Investor,Benjamin Taylor,Financial Consultant;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 3766 Renee Dr",benjamin.taylor@wellsfargoadvisors.com,,Salesforce
10612394,,Frederick Schuldt,Financial Advisor,,frederick.w.schuldt@ampf.com,,List Import
10908239,Inactive Investor,Adam Janowski,Financial Professional,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,,,Salesforce
9644581,,Mac Hawes,,,machawesisback@yahoo.com,,List import
10800141,Inactive Investor,Robert Suttman,Co-Founder;Director;President;Principal,Eubel Brady & Suttman,,,Salesforce
5060287,,sok pea,,,lofeda2188@jernang.com,,Web Form Fillout
11202319,Inactive Investor,Paul Strong,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",paul.strong@ampf.com,,Salesforce
10913764,Inactive Investor,Ryan Burnett,Financial Advisor;Private Client Advisor,J.P. Morgan Securities LLC Cleveland OH 12388 Cedar Rd,,,Salesforce
10873961,Inactive Investor,Marrlyn Johnson,,"Ameriprise Financial Services, LLC Oshkosh NE 104 W Avenue D",marrlyn.johnson@ampf.com,,Salesforce
11138588,Inactive Investor,Salvatore Fasciano,Financial Advisor;Vice President,Brighton Securities Corp.,sfasciano@brightonsecurities.com,,Salesforce
241360,Inactive Investor,Gary Padula,,Brown University Investment Office,gary_padula@brown.edu,(401) 867-3991,Database Upload
10615255,,John Soliman,"Director - Alternative Investments, Financial Advisor, First Vice President",,john.soliman@morganstanley.com,,List Import
10656850,,Corina Mills,,,corina.r.mills@jpmorgan.com,,List Import
10997072,Inactive Investor,Josses Montumer,,"Citizens Securities, Inc. Wellesley MA 182 Linden St",josses.montumer@citizensbank.com,,Salesforce
10616049,,Aaron Feinblatt,,,aaron.m.feinblatt@ampf.com,,List Import
11049103,Inactive Investor,Christopher Micco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",,,Salesforce
11099020,Inactive Investor,Adam Desimone,Financial Advisor,"Pinnacle Investments, LLC Great Meadows NJ 38 Vassar Rd",adamdesimone@pinnacle-llc.com,,Salesforce
9621746,,Gautam Bose,,,gbose@coarys.com,,List import
11008701,Inactive Investor,Yerania Espindola-Mendoza,,NYLIFE Securities LLC Sunnyside WA 301 N 1st St,yespindola@ft.newyorklife.com,,Salesforce
11018326,Inactive Investor,Michael Merrill,,"Cambridge Investment Research, Inc. Norman OK 116 W Main St",michael.merrill@cir2.com,,Salesforce
10863485,Inactive Investor,Gregory Tingey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gregory.tingey@fidelity.com,,Salesforce
10887867,Inactive Investor,Kurt Bruno,,State Farm VP Management Corp. Mendota IL 1103 Main St,kurt.bruno.gtoz@statefarm.com,,Salesforce
11163078,Inactive Investor,Christopher Wheatley,Financial Consultant,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",christopher.wheatley@wellsfargo.com,,Salesforce
9543921,,Thomas McCormick,,,tmccormick@aicrep.com,,List import
9642588,,asdfj sdf,,,sdf2@sdkf.com,,List import
11230191,Inactive Investor,Matthew Maloney,,NYLIFE Securities LLC Edison NJ 379 Thornall St,,,Salesforce
11060789,Inactive Investor,Jordan Hamilton,,Key Investment Services LLC Syracuse NY 4892 W Seneca Tpke,jordan.hamilton@key.com,,Salesforce
11076733,Inactive Investor,Shawn Jones,Financial Advisor,"Gallacher Capital Management, LLC",shawn@gallachercapital.com,,Salesforce
10922002,Inactive Investor,Jared McCoy,Financial Advisor,Edward Jones Edmond OK 15820 N Pennsylvania Ave,jared.mccoy@edwardjones.com,,Salesforce
9579289,,Jonathan Sorrell,,,jonathan.sorrell@capstoneco.com,,List import
10769670,Inactive Investor,Steven Marr,Financial Advisor,Edward Jones Franklin KY 726 N Main St,steve.marr@edwardjones.com,,Salesforce
11062203,Inactive Investor,Patrick Kern,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",pat.kern@nm.com,,Salesforce
10773624,Inactive Investor,Kirsten Gapastione,Compliance Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lewisville NC Private Residence",,,Salesforce
10797367,Inactive Investor,Louis Ripple,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Wayzata MN 445 Lake St E,jason.ripple@morganstanley.com,,Salesforce
10998341,Inactive Investor,Gabrielle Norton,,J.P. Morgan Securities LLC Grove City OH 4100 Buckeye Pkwy,gabrielle.norton@jpmorgan.com,,Salesforce
10986220,Inactive Investor,Vivian Pons,,PFS Investments Inc. Miami FL 10300 SW 72nd St,vivian.pons@primerica.com,,Salesforce
9608499,,Jemima Kelly,,,jemima.kelly@ft.com,,List import
344106,,Richard Werley,Partner,"Chadler Investment Advisory Solutions, Llc",rwerley@chadlersolutions.com,732-595-2200,Manual List Upload
11114390,Inactive Investor,Sean Keenan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",sean.keenan@ml.com,,Salesforce
10921330,Inactive Investor,Sterling White,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",sterling.white@nm.com,,Salesforce
10834331,Inactive Investor,Charles Childress,Chief Compliance Officer;Owner,"Wellspring Advisors, Inc.",craig@oswegowealthadvisors.com,,Salesforce
9588963,,Aeoub Sofian,,,ayoob.sufyan@gmail.com,,List import
9625857,,Ping-Chin Hsieh,,,pingchinhsieh@gmail.com,,List import
11102429,Inactive Investor,Susan Mickel,,J.P. Morgan Securities LLC Port Jefferson NY 120 Main St,susan.r.mickel@chase.com,,Salesforce
11185844,Inactive Investor,George Boudria,,"Cresset Asset Management, LLC Greenwich CT 20 Horseneck Ln",,,Salesforce
9578140,,Edgar Dybi?ski,,,edainowie@o2.pl,,List import
11211301,Inactive Investor,Alaina Adams,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10895926,Inactive Investor,Harrison Voloshin,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,harrisonvoloshin.team@fidelity.com,,Salesforce
10619166,,Kyle Thorpe,,,kyle.thorpe@rbc.com,,List Import
11023559,Inactive Investor,Debbie Bogaert,,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,debbie.bogaert@thrivent.com,,Salesforce
11146290,Inactive Investor,Michael Edwards,,Kovack Securities Inc. Miami FL 1 Alhambra Plz,,,Salesforce
9590725,,Fereydoun Toofan,,,fereydoun79@gmail.com,,List import
9566367,,Rudra Nadhan,,,rnadhan@aol.com,,List import
11073293,Inactive Investor,Justin Kuntz,Managing Director;Managing Member;Regulatory Contact,Pacific Wealth Management,justinkuntz@pacwealth.com,,Salesforce
11053421,Inactive Investor,Aleea McGuire,Financial Advisor;Owner;Principal,Financial Services Group,mcguire@fsgadvisor.net,,Salesforce
9641346,,Thomas Antush,,,antusht@gmail.com,,List import
10861890,Inactive Investor,Ruthanne Monteleone,Wealth Advisor,"CUSO Financial Services, L.P. Chester Springs PA 39 Pottstown Pike",,,Salesforce
10915112,Inactive Investor,Jason Love,Chief Technology Officer;Equity Trader,KCM Investment Advisors,jlove@kcmadvisors.com,,Salesforce
11102331,Inactive Investor,Angela Stolper,Member,Stolper Asset Management,,,Salesforce
11053092,Inactive Investor,Daniela Rosales,,J.P. Morgan Securities LLC Hurst TX 1800 Precinct Line Rd,daniela.rosales@jpmorgan.com,,Salesforce
11086361,Inactive Investor,Charean Mead,,Edward Jones Puyallup WA 333 S Meridian,,,Salesforce
10862996,Inactive Investor,Michael Burdeen,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",burdeen.michael@ntrs.com,,Salesforce
10850130,Inactive Investor,Neil McInnis,Managing Partner,Pension & Wealth Management Advisors,neil@pensionwealth.com,,Salesforce
11112241,Inactive Investor,Jessica Terry,,J.P. Morgan Securities LLC Bossier City LA 1935 Airline Dr,jessica.terry@jpmorgan.com,,Salesforce
6225460,,Eddie Johnson,,,heniri1397@themesw.com,,Web Form Fillout
11133194,Inactive Investor,Anna Femat,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",anna_femat@ml.com,,Salesforce
11138720,Inactive Investor,Debra Rumble,Director - Retirement Plan Services;Vice President,Janney Montgomery Scott LLC,drumble@janney.com,,Salesforce
10938962,Inactive Investor,Chandler Elkins,High Net Worth;Specialist,"Charles Schwab & Co., Inc. Carmel IN 2375 E 116th St",,,Salesforce
10910451,Inactive Investor,Nicholas McDevitt,Financial Advisor,"PFG Private Wealth Management, LLC",nick@pfgprivatewealth.com,,Salesforce
9558027,,SUNGWOO KIM,,,uneducatedkid1997@gmail.com,,List import
10790064,Inactive Investor,Jeffrey Nesset,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Lewiston ID 0305 5th St,jnesset@dadco.com,,Salesforce
9563097,,Thomas Pittala,,,thomas.pittala@umb.com,,List import
11159975,Inactive Investor,Brian Samet,Senior Advisor,NFP Retirement Inc. Bethesda MD 6500 Rock Spring Dr,brian.samet@nfp.com,,Salesforce
11070474,Inactive Investor,Emmanuel Ngaba Nfor,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",emmanuel.ngaba@nm.com,,Salesforce
224950,,Michael Uraliu,,Papua New Guinea,michaeluraliu@gmail.com,,Other
9578646,,Gregg Hymowitz,,,ghymowitz@entrustcapital.com,,List import
10882475,Inactive Investor,Kymberlee Albert,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11056332,Inactive Investor,John Bean,Financial Advisor,LPL Financial LLC Bucyrus OH Private Residence,john.bean@lpl.com,,Salesforce
11011455,Inactive Investor,Thomas Ellrott,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",thomas.ellrott@tfaconnect.com,,Salesforce
186872,,Hashika Jayasinghe,,[Unknown],hashika7777@gmail.com,,source
11023727,Inactive Investor,Andrew O'Neill,,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,ao-neill@janney.com,,Salesforce
11015159,Inactive Investor,Kristen West,,GRB Financial LLC,kristen@bakerfinancial.net,,Salesforce
10904933,Inactive Investor,Gary Lux,,"Silver Oak Securities, Incorporated Doylestown PA Private Residence",,,Salesforce
11113690,Inactive Investor,Dean Sadak,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
11139045,Inactive Investor,Gabriela Farias De Macena,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gabriela.farias-de-macena@jpmorgan.com,,Salesforce
10616113,,Timothy Leonchik,,,tim.leonchik@prudential.com,,List Import
9545582,,Lawrence Depaul,,,ldepaul@newportwealthadvisors.com,,List import
11029985,Inactive Investor,Anthony Maselli,Financial Planner,LPL Financial LLC Farmington CT 6 Executive Dr,anthony.maselli@lpl.com,,Salesforce
10872552,Inactive Investor,David Halmasy,,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,david.halmasy@primerica.com,,Salesforce
10945172,Inactive Investor,Stuart Cooper,Financial Advisor,LPL Financial LLC Waukegan IL 3737 N Lewis Ave,stuart.cooper@lpl.com,,Salesforce
9571814,,Chris Nygaard,,,nygaard@vam.com,,List import
11026600,Inactive Investor,Jonathan Stoneking,,MWA Financial Services Inc. Ontario CA 3350 Shelby St,jonathan.d.stoneking@mwarep.org,,Salesforce
10757227,Inactive Investor,Michaella Irvine,Associate Vice President;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,michaella.irvine@morganstanley.com,,Salesforce
240131,,Chase Crump,"Partner, Wealth Advisor","Rfg Advisory, Llc",chase@williamsfa.com,205-397-2450,Manual List Upload
10873497,Inactive Investor,Bradley Soper,Investment Manager;Shareholder,Foster & Motley Inc,brad@fosterandmotley.com,,Salesforce
11073391,Inactive Investor,Lesia Marino-Brolinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",lesia.l.marino-brolinson@wellsfargoadvisors.com,,Salesforce
10995167,Inactive Investor,Sarvar Davronov,Relationship Associate,Citigroup Global Markets Inc. New York NY 205 E 42nd St,,,Salesforce
11150408,Inactive Investor,Zachary Feldstein,Financial Advisor,Morgan Stanley Woodland Hills CA 21650 Oxnard St,zachary.feldstein@morganstanley.com,,Salesforce
9634217,,Wesley Hall,,,hallw@pfm.com,,List import
11075640,Inactive Investor,Matthew Alexander,Financial Advisor,LPL Financial LLC Geneva IL 477 S 3rd St,matt.alexander@lpl.com,,Salesforce
10616020,,William Stevenson,,,bill_stevenson@ml.com,,List Import
215107,,James Allan,,[Unknown],creativex@xtra.co.nz,,
11105520,Inactive Investor,John Salinas,,PFS Investments Inc. Oxnard CA 3401 W 5th St,john.salinas@primerica.com,,Salesforce
10850932,Inactive Investor,Michael Cerato,Chief Compliance Officer;Financial Advisor;Managing Director,TCG Wealth Management,mcerato@theceratogroup.com,,Salesforce
9590181,,Eugene Francis,,,genefrancis@yahoo.com,,List import
11156723,Inactive Investor,Thomas Catlett,Financial Advisor;Portfolio Management Director,Morgan Stanley Richmond VA 901 E Byrd St,thomas.catlett@morganstanley.com,,Salesforce
11136240,Inactive Investor,Joseph Whitfield,Financial Advisor,Edward Jones Gilbert AZ 3050 E Chandler Heights Rd,joe.whitfield@edwardjones.com,,Salesforce
10993356,Inactive Investor,Tyler Jones,,Jefferies LLC,tjones@jefferies.com,,Salesforce
10681898,,Tarunpunit Singh,,,punitsra@gmail.com,,Web Form Fillout
11086968,Inactive Investor,Lynda Parker,,"Bankers Life Securities, Inc. Westlake OH 2001 Crocker Rd",lynda.parker@bankerslife.com,,Salesforce
11060551,Inactive Investor,David Hanna,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9597302,,Mark Flint,,,mflint@bpadvisors.com,,List import
11078626,Inactive Investor,Brian Ehrenberg,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",brian_ehrenberg@ml.com,,Salesforce
211789,,Ian Nicholson,Investigator/Nominations Advisor,Senate Finance Committee,ian_nicholson@finance.senate.gov,,Content
10918631,Inactive Investor,John Biteman,,"Osaic Wealth, Inc. Columbus OH 130 E Wilson Bridge Rd",,,Salesforce
334972,,Timothy Mcdonough,"Managing Director, Mandate Clients",Pnc Capital Advisors Llc,timothy.mcdonough@pnc.com,410-237-5309,Manual List Upload
9548621,,Stuart Sierer,,,stuart.sierer@ubs.com,,List import
10978792,Inactive Investor,Inaki Gordo Santos,Investment Advisor,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
10885705,Inactive Investor,Michael Stephens,Financial Advisor;Investment Specialist;Operations Specialist,"Ameriprise Financial Services, LLC Wildwood FL 4807 County Road 466a",michael.stephens@ampf.com,,Salesforce
10853464,Inactive Investor,John Sedberry,Senior Vice President - Investments,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",john.sedberry@raymondjames.com,,Salesforce
10869527,Inactive Investor,Aaron Mayfield,Financial Advisor,Edward Jones McPherson KS 115 E Marlin St,aaron.mayfield@edwardjones.com,,Salesforce
10922967,Inactive Investor,Brent Schirm,,Santander Securities LLC Havertown PA 130 N Eagle Rd,,,Salesforce
9566403,,sakthivel Kulanthivelkumar,,,sakthiskd@gmail.com,,List import
10775102,Inactive Investor,Thomas Parker,Financial Planner;Investment Advisor Representative,"Thoroughbred Financial Services, LLC Brentwood TN 5038 Thoroughbred Ln",tsparker@thoroughbredfinancial.com,,Salesforce
10787184,Inactive Investor,Jeffrey Huss,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.huss@fidelity.com,,Salesforce
9600801,,Jay Jasnoski,,,jay.jasnoski@thinkingbeyond.com,,List import
11099337,Inactive Investor,Benjamin Martinez,,"Raymond James & Associates, Inc.",benjamin.martinez@raymondjames.com,,Salesforce
9621007,,Wing Chung Luk,,,tonylukwing@gmail.com,,List import
10963221,Inactive Investor,Kelly Patricia,,Key Investment Services LLC,kelly.patricia@key.com,,Salesforce
11078898,Inactive Investor,Christy Isordia,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Whittier CA 13525 Whittier Blvd",christy.rodriguez@usbank.com,,Salesforce
350199,,Bradley Dills,Analyst,Ponder Investment Co,bdills@ponderco.com,615-690-5541,Manual List Upload
10778502,Inactive Investor,Elizabeth Leatherbee,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,elizabeth.b.leatherbee@jpmorgan.com,,Salesforce
11042037,Inactive Investor,Jeffrey Burdick,,"Farmers Financial Solutions, LLC Winnie TX 411 Hwy 124",jburdick@farmersagent.com,,Salesforce
10947470,Inactive Investor,Rongke Lin,Chief Compliance Officer;Founder;Managing Member,JAR Advisor,,,Salesforce
10771261,Inactive Investor,Jennifer Burton,Assistant Vice President,Morgan Stanley Los Angeles CA 444 S Flower St,jennifer.burton@morganstanley.com,,Salesforce
10906380,Inactive Investor,Erika Magana-Garza,,"Frost Brokerage Services, Inc.",erika.magana-garza@frostbank.com,,Salesforce
224913,,roger williams,,[Unknown],allgood4will@gmail.com,,source
10814040,Inactive Investor,Vicki Bennett,,NYLIFE Securities LLC Stuart VA 104 Rye Cove Rd,vhbennett@ft.newyorklife.com,,Salesforce
11127724,Inactive Investor,Ignacio Guzman,,LPL Financial LLC Santa Ana CA 2115 N Broadway,ignacio.guzman@lpl.com,,Salesforce
816,,,,,tomjackson@250okcorp.com,,
9548994,,Juan Campuzano,,,juan.m.campuzano@suntrust.com,,List import
10872600,Inactive Investor,Richard Ziegler,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11108718,Inactive Investor,Michael Monteverde,Financial Advisor;Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. Bayside NY 3901 Bell Blvd,michael.monteverde@citi.com,,Salesforce
198160,,Andy Jacobs,,[Unknown],andy.jacobs828@gmail.com,,
10489376,,Joyce Miani,Senior Client Associate,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",joyce.miani@rbc.com,972-612-4238,List Import
124404,,Scott Schwartz,,Plante Moran Financial Advisors,scott.schwartz@plantemoran.com,,
11062625,Inactive Investor,Jon Petoskey,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
9591516,,Christian Feroze,,,christian.feroze@gmail.com,,List import
9632007,,Frank Johns,,,fjohnsiii@gmail.com,,List import
10849256,Inactive Investor,Angela Treff,,"Kestra Investment Services, LLC Severna Park MD 819 Ritchie Hwy",,,Salesforce
352491,,Jim Snyder,Partner,"Hammond, Kennedy, Whitney & Company, Inc.",jcs@hkwinc.com,317-574-6900,Manual List Upload
11030809,Inactive Investor,Steven Brandt,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10900 Wayzata Blvd",steven.n.brandt@ampf.com,,Salesforce
9607483,,Laura Brewer,,,lbrewer@blbb.com,,List import
10991708,Inactive Investor,Evelyn Lopez Martinez,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,evelyn.lopez-martinez@jpmorgan.com,,Salesforce
10996897,Inactive Investor,Meghan Casey,Financial Advisor,Edward Jones Milford NJ 547 Milford Warren Glen Rd,meghan.clark@edwardjones.com,,Salesforce
11013433,Inactive Investor,Ian Tornel,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",,,Salesforce
10847892,Inactive Investor,Nicholas Digirolamo,,"Raymond James & Associates, Inc.",nicholas.digirolamo@raymondjames.com,,Salesforce
8481069,,Cameron Szary,,CF Private Equity,cameron.szary@cfprivateequity.com,,List Import
9588275,,Eric Bederman,,,ebederman@romanowealth.com,,List import
10964073,Inactive Investor,Zachary Mobilian,,"Raymond James Financial Services, Inc. Aspen CO 617 W Main St",zach.mobilian@raymondjames.com,,Salesforce
344483,,Andrew Groat,"CCO, President",Aldemar Research Corporation,agroat@aldemarresearch.com,315-382-4843,Manual List Upload
232064,,entruv -,,entruv [[Unknown]],levraientruv@gmail.com,,Paid Social
11032208,Inactive Investor,Kevin Sagui,Investment Analyst,"Southbridge Advisors, LLC",kevin@southbridgeadv.com,,Salesforce
11138822,Inactive Investor,Michael Gambino,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",michael.gambino@ml.com,,Salesforce
10964775,Inactive Investor,Nicholas Biedermann,Vice President,Morgan Stanley New York NY 1585 Broadway,nicholas.biedermann@morganstanley.com,,Salesforce
11169640,Inactive Investor,Carl Olson,,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",carlolson@financialguide.com,,Salesforce
10874204,Inactive Investor,Patrick Davis,,State Farm VP Management Corp. Cleveland MS 103 Cotton Row,,,Salesforce
10837956,Inactive Investor,Robin Riendl,Senior Wealth Advisor,LPL Financial LLC Anchorage AK 1000 Omalley Rd,robin.riendl@lpl.com,,Salesforce
9613624,,Windsor Huang,,,windsor.huang86@gmail.com,,List import
10951835,Inactive Investor,Saul Serano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",,,Salesforce
10987926,Inactive Investor,Gabriel Bampoe,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,gbampoe@primerica.com,,Salesforce
10976330,Inactive Investor,Rocio Thomas,,"Farmers Financial Solutions, LLC El Paso TX 1875 Saul Kleinfeld Dr",,,Salesforce
10827394,Inactive Investor,Anthony Blair,,"J.W. Cole Financial, Inc. Paradise Valley AZ 10505 N 69th St",,,Salesforce
11065095,Inactive Investor,Lloyd Hahn,Financial Advisor,"Wells Fargo Clearing Services, LLC Florence SC 1801 W Evans St",baxter.hahn4@wellsfargoadvisors.com,,Salesforce
10752746,Inactive Investor,Matthew Myers,,"CapFinancial Securities, LLC. Bellevue WA 10811 Main St",,,Salesforce
11010676,Inactive Investor,Daniel Jones,Financial Representative,"Northwestern Mutual Investment Services, LLC Idaho Falls ID 490 Memorial Dr",,,Salesforce
130157,,Craig Senn,Financial Advisor,"Securities America Advisors, Inc.",craig.senn@securitiesamerica.com,402-399-9111,
11130066,Inactive Investor,Ariadna Tomas Vila,Chief Compliance Officer,Meridiana Coral Gables FL 2600 S Douglas Rd,atomas@meridiana-mfo.com,,Salesforce
11079374,Inactive Investor,Daniel Meyers,,"IBN Financial Services, Inc. Manlius NY 208 Fayette St",dmeyers@ibrokernet.com,,Salesforce
10984593,Inactive Investor,Michael Runion,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
10787564,Inactive Investor,Patricio Bergmann,,VectorGlobal WMG,,,Salesforce
10961608,Inactive Investor,Chase Lauen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chase_lauen@vanguard.com,,Salesforce
10999833,Inactive Investor,Michael King,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,mike.king.ugn0@statefarm.com,,Salesforce
10864650,Inactive Investor,Peter Naylor,Representative,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,peter.naylor@primerica.com,,Salesforce
11094847,Inactive Investor,Eileen Wagner,Senior Client Service Associate,UBS Financial Services Inc. Fort Wayne IN 200 E Main St,eileen.wagner@ubs.com,,Salesforce
10947292,Inactive Investor,Evita Francuz,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",evita.e.francuz@bofa.com,,Salesforce
205048,,Roman Andrejko,,[Unknown],roman.andrejko@gmail.com,,Advertising
352864,,Branka Petrovic,Investor relations,Tenet Fintech,bpetrovic@tenetfintech.com,,Event
344399,,Amaury Cifuentes,Managing Partner,"Bluekey Wealth Advisors, Llc",amaury@bluekeyadvisors.com,954-986-0633,Manual List Upload
11089897,Inactive Investor,Steven Garvin,,Institutional Securities Corporation,sgarvin@iscgroup.com,,Salesforce
11067342,Inactive Investor,Kendal McCray,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Tucson AZ 2560 E 10th St",kendal.mccray@tfaconnect.com,,Salesforce
11033272,Inactive Investor,Mitchel Brown,,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,,,Salesforce
10862467,Inactive Investor,Richard Reichert,,"Raymond James Financial Services, Inc. Decatur AL 306 4th Ave SE",richard.reichert@raymondjames.com,,Salesforce
10949687,Inactive Investor,James Heynen,Regional Director,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",james.heynen@prudential.com,,Salesforce
11019924,Inactive Investor,Kai Sun,,J.P. Morgan Securities LLC Irvine CA 5392 Walnut Ave,kai.sun@jpmorgan.com,,Salesforce
10763506,Inactive Investor,Kevin Arrien,Chief Compliance Officer;Financial Advisor;President;Principal,"Arrien Investments, Inc.",,,Salesforce
10606395,,Lisa Patton,"Branch Manager, Financial Advisor, Senior Vice President","Wells Fargo Clearing Services, LLC",lisa.patton@wellsfargoadvisors.com,203-744-6000,List Import
10828597,Inactive Investor,Cristen Brady,,Morgan Stanley,,,Salesforce
10946670,Inactive Investor,Randy Joseph,,CIBC World Markets Corp. Chicago IL 181 W Madison St,randy.joseph@cibc.com,,Salesforce
9566035,,Richard Hessey-Tenny,,,richard.hessey-tenny@macquarie.com,,List import
9633234,,Wendy Horn,,,horn.wendy@yahoo.com,,List import
10895446,Inactive Investor,Mitchell Kern,Financial Advisor,"Ameriprise Financial Services, LLC Wayzata MN 1907 Wayzata Blvd",mitchell.kern@ampf.com,,Salesforce
11211587,Inactive Investor,Daneen Downey,Deputy General Counsel,Janney Montgomery Scott LLC,,,Salesforce
10781282,Inactive Investor,Julio Martinez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10645332,,Eric Anderson,,,eric.j.anderson@jpmorgan.com,,List Import
11068011,Inactive Investor,Brian King,,"Farmers Financial Solutions, LLC Olympia WA 1415 Harrison Ave NW",bking2@farmersagent.com,,Salesforce
11070661,Inactive Investor,Noel Sherry,Financial Advisor,LPL Financial LLC Los Gatos CA 21520 Betty Ann Ct,noel.sherry@lpl.com,,Salesforce
9576118,,Alireza Ahmadi,,,alirezaahmadi.official@gmail.com,,List import
10878469,Inactive Investor,Christine Hayes,Investment Consultant,"TIAA-CREF Individual & Institutional Services, LLC Newbury MA Private Residence",chrissie.hayes@tiaa.org,,Salesforce
11222484,,Andrew Guidice,,,aguidice@firstrepublic.com,,List Import
11041308,Inactive Investor,Debra Palacios,,"Cambridge Investment Research, Inc. Houston TX 8220 Jones Rd",,,Salesforce
10890282,Inactive Investor,Arnold Landy,President,Landy Investment Management LLC Newark NJ 230 Market St,,,Salesforce
2528314,,Rick Schultheis,,,rick@towns.biz,,
213750,,Kirk Thomas,,RETIRED,kirkdthomas@att.net,7138187852,Paid Search
11081645,Inactive Investor,Mohammad Aboudi,,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
9540604,,Harumi Urata-Thompson,,Celsius Network LTD,harumi@celsius.network,,Organic Search
11106951,Inactive Investor,Michael Bozzone,Financial Advisor,Cornerstone Planning Group Fairfield NJ 297 Passaic Ave,mbozzone@cspgllc.com,,Salesforce
10973035,Inactive Investor,Brian Didominica,,Commonwealth Financial Network Melville NY 445 Broadhollow Rd,bdidominica@commonwealth.com,,Salesforce
10933631,Inactive Investor,Frank Ward,Financial Professional,"Equitable Advisors, LLC Irvington NY 90 N Broadway",frank.ward@equitable.com,,Salesforce
10916070,Inactive Investor,Jennifer Read,,LPL Financial LLC Wayne PA 460 E Swedesford Rd,jennifer.read@lpl.com,,Salesforce
9573828,,Leonard Brunkey,,,lbrunkey@kfsonline.net,,List import
11101345,Inactive Investor,Allison Kollar,Senior Wealth Advisor;Wealth Advisor,Bordeaux Wealth Advisors West Hollywood CA Private Residence,,,Salesforce
10848391,Inactive Investor,Dustin Smith,Vice President,"Pathways Advisory Group, Inc.",dustin@pathwaysag.com,,Salesforce
10898669,Inactive Investor,Newton Kendrick,Financial Advisor,The Institute San Jose CA 1900 The Alameda,,,Salesforce
203300,,jay brandau,,[Unknown],brandauj@me.com,,Other
9576827,,James Fair,,,jamesmfair@gmail.com,,List import
56521,,Christine Messerschmidt,Associate,Thrivent Investment Management Inc.,christine.messerschmidt@thrivent.com,,
11101982,Inactive Investor,Buck Kipper,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Rhinelander WI 3610 Hwy 47",kipperb@stifel.com,,Salesforce
10888849,Inactive Investor,Adrian Sotelo,Financial Advisor,PNC Investments San Antonio TX 18503 Blanco Rd,adrian.sotelo@pnc.com,,Salesforce
10970472,Inactive Investor,Dathan Stukes,,PFS Investments Inc. Columbia SC 7499 Parklane Rd,dstukes@primerica.com,,Salesforce
11212049,Inactive Investor,Lorraine Lincoln,Anti-Money Laundering Compliance Officer;Manager,Commonwealth Financial Network,llincoln@commonwealth.com,,Salesforce
9549948,,Rohit Ahluwalia,,,rohit.ahluwalia@gmail.com,,List import
11108386,Inactive Investor,Anthony Grant,,"Lion Street Financial, LLC Flossmoor IL 2620 Central Dr",agrant@lionstreet.com,,Salesforce
10961255,Inactive Investor,Joseph Carstarphen,,J.P. Morgan Securities LLC,joseph.carstarphen@jpmorgan.com,,Salesforce
10833514,Inactive Investor,Joseph Donnelly,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,joseph.donnelly@jpmorgan.com,,Salesforce
11013906,Inactive Investor,Kelly Walker,,J.P. Morgan Securities LLC Saint Charles IL 520 Dunham Rd,kelly.walker@jpmorgan.com,,Salesforce
11130292,Inactive Investor,Craig McLoughlin,Financial Advisor;Senior Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,craig.mcloughlin@morganstanley.com,,Salesforce
10850715,Inactive Investor,Jared Greco,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jared.greco@fmr.com,,Salesforce
10659104,,David Hussar,,,david.hussar@chase.com,,List Import
10836599,Inactive Investor,Douglas Rees,,"Raymond James Financial Services, Inc. Salt Lake City UT 6589 S 1300 E",douglas.m.rees@raymondjames.com,,Salesforce
10970617,Inactive Investor,Jacqueline Miller,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,,,Salesforce
11032071,Inactive Investor,Aimee Grimes,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
229258,, -,,[[Unknown]],katherine@katherinealexander.co.nz,,
10823877,Inactive Investor,Michael Diconza,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
10778177,Inactive Investor,Jeffrey Dawkins,,Goldman Sachs & Co.,jeffrey.dawkins@gs.com,,Salesforce
10951982,Inactive Investor,Joseph Prescott,,PFS Investments Inc. Murfreesboro TN 2615 Medical Center Pkwy,joseph.prescott@primerica.com,,Salesforce
10906974,Inactive Investor,Michael Brennan,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Cincinnati OH 625 Eden Park Dr",chris.brennan@mai.capital,,Salesforce
10615976,,Thomas Buckley,,,thomas.buckley@lpl.com,,List Import
11059826,Inactive Investor,Jeffrey Euting,Investment Advisor Representative,"CGN Advisors, LLC Avon CT 111 Simsbury Rd",,,Salesforce
10878136,Inactive Investor,David Roberts,Senior Investment Advisor,"Statheros Financial Solutions, Inc. San Jose CA 2107 N 1st St",dave@statherosfinancial.com,,Salesforce
11183385,Inactive Investor,Richard Roman,Financial Services Professional,"MML Investors Services, LLC Novato CA 405 Enfrente Rd",rwroman@financialguide.com,,Salesforce
11205498,Inactive Investor,Shawn Shubat,Financial Advisor,LPL Financial LLC Moline IL 3950 38th Ave,shawn.shubat@lpl.com,,Salesforce
11198194,Inactive Investor,Andrew Flores,Financial Advisor,"Portfolio Advisors, Inc.",andrew@portadvisors.com,,Salesforce
10863171,Inactive Investor,Randy Cox,,"Osaic Wealth, Inc. Weatherford TX 3115 Fort Worth Hwy",,,Salesforce
9553568,,Dominic savio Fernandes -,,,domsavio66@gmail.com,,List import
374826,,Pete Sandman,Director of Financial Services,University of Tulsa Endowment,pete-sandman@utulsa.edu, +1 918 631 2613,Database Upload
11190114,Inactive Investor,Kyle Goldstein,,"Robinhood Financial, LLC",kyle.goldstein@robinhood.com,,Salesforce
11050912,Inactive Investor,Jacob Jansen,Founder;Managing Member;Wealth Manager,Jansen Wealth Management LLC,jjansen@jansenwealth.com,,Salesforce
205024,,Lisa Gregory,,[Unknown],lkg569@gmail.com,,
9610082,,mohit davar,,,mohit@davarm.com,,List import
11109410,Inactive Investor,Robert Hensley,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",rbhensley@firstcommand.com,,Salesforce
9635637,,Jonathan Heller,Partner,River Canyon Fund Management Llc,jheller@canyonpartners.com,,List import
9579836,,Donald Beesley,,,craig@centennialsec.com,,List import
11180577,Inactive Investor,William McReynolds,,"Truist Investment Services, Inc. New Smyrna Beach FL 705 E 3rd Ave",william.mcreynolds@truist.com,,Salesforce
10860821,Inactive Investor,Brogan Baxter,Chief Operating Officer;Regulatory Contact;Senior Analyst,"Four Quadrant Wealth Advisors, Inc. Indianapolis IN 9645 Counselors Row",,,Salesforce
11139273,Inactive Investor,Craig Mitchell,Relationship Manager,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",craig.mitchell@53.com,,Salesforce
11229933,Inactive Investor,Tyler Patoka,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",tyler.patoka@nm.com,,Salesforce
10892319,Inactive Investor,Jacqueline Engel,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,jacqueline.engel@fmr.com,,Salesforce
10864884,Inactive Investor,Paul dos Santos,Chief Compliance Officer;Chief Executive Officer,"Milagre Wealth Management, Inc.",paul@milagrewealth.com,,Salesforce
10845561,Inactive Investor,Julie Miller,,Country Capital Management Company Chatham IL 120 W Walnut St,julie.halemiller@countryfinancial.com,,Salesforce
10840347,Inactive Investor,Michele Giles,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",michele.m.kingdeski@ampf.com,,Salesforce
3934751,,Lucas Sherbrook,,,lucassherbrook@gmail.com,,Web Form Fillout
11121532,Inactive Investor,Arthur Cloutier,,"Principal Securities, Inc. W Springfield MA Private Residence",cloutier.arthur@principal.com,,Salesforce
11030788,Inactive Investor,Michael Pettit,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 1430 Blue Oaks Blvd",michael.d.pettit@ampf.com,,Salesforce
10781391,Inactive Investor,William Kleinhoff,Investment Associate,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,william.kleinhoff@ubs.com,,Salesforce
85557,,Barbara Birnbaum,Governance,OAS FCU,bbirnbaum@oasfcu.org,,Event
350377,,David Poole,"Director, Finance",St. Louis College of Pharmacy Endowment,david.poole@stlcop.edu, +1 314 446 8378,Database Upload
10973787,Inactive Investor,Jacquelyn Reid,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,jreid.nksg2@primerica.com,,Salesforce
9547396,,Aaron Karl,,,atmam333@gmail.com,,List import
10658591,,Allison Schuller,,,allison.e.schuller@lpl.com,,List Import
10612803,,Matthew McKenna,Financial Advisor,,matthew.mckenna@ampf.com,,List Import
10867476,Inactive Investor,Corey Hoelscher,,Country Capital Management Company Mascoutah IL 700 W Main St,corey.hoelscher@countryfinancial.com,,Salesforce
9548813,,Shahzeb Nadeem,,,shahzebnadeem1999@gmail.com,,List import
11110146,Inactive Investor,Justin Bright,Chief Executive Officer;Manager;Managing Director,"Bright Wealth Management, LLC The Colony TX 4400 State Highway 121",justin.bright@brightwealthmanagement.com,,Salesforce
96462,,Karl Hahnke,,GM,khahnke@gmail.com,313-292-1373,
10931666,Inactive Investor,Lynne Nahigyan,Chief Compliance Officer;Principal;Vice President,"Seamark Financial Services, Inc.",,,Salesforce
202427,,Gerald Lynn,,[Unknown],azger61@gmail.com,,source
10764094,Inactive Investor,Julie Haviland,,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,j.haviland@ubs.com,,Salesforce
9647902,,Isabella Ramon,,,isabella@axiawealth.com,,List import
10658433,,Daisy Sancen,,,daisy.e.sancen@chase.com,,List Import
374422,Inactive Investor,Max Osbon,Partner,"Osbon Capital Management, LLC",mosbon@osboncapital.com,617-6336696,Manual List Upload
129856,,Phillip McStotts,"Financial Planner, Private Wealth Advisor",Lincoln Financial Advisors Corporation,phill.mcstotts@lfg.com,801-998-4100,
10612986,,Lee Nesser,"Managing Director, Senior Financial Advisor, Senior Vice President",,lee.nesser@ml.com,,List import
9587462,,Jennifer Powell,,,jennifer.powell@voyafa.com,,List import
10896460,Inactive Investor,Salvador Diaz,,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,sal.diaz@lpl.com,,Salesforce
11095991,Inactive Investor,Neil Nejame,Treasurer;Vice President,"Neville, Rodie & Shaw Inc",nnejame@nevrodie.com,,Salesforce
10815328,Inactive Investor,Manuel Fernandez,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",manuel.a.fernandez@truist.com,,Salesforce
11236274,Inactive Investor,Chandler Justice,,"Bankers Life Securities, Inc. Jacksonville FL 6620 Southpoint Dr S",chandler.justice@bankerslife.com,,Salesforce
10768809,Inactive Investor,Matthew Brudniak,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",matthew.brudniak@rbc.com,,Salesforce
11093883,Inactive Investor,Robert Bradley,Financial Planner,LPL Financial LLC Endicott NY 24 McKinley Ave,robert.bradley@lpl.com,,Salesforce
10942473,Inactive Investor,Sharon Hansen,,The O.N. Equity Sales Company Mount Vernon WA 1219 S 2nd St,,,Salesforce
10781368,Inactive Investor,James Wilson,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",,,Salesforce
11148913,Inactive Investor,Joseph Defranco,,"Horace Mann Investors, Inc. Bangor ME 115 Franklin St",joseph.defranco@horacemann.com,,Salesforce
10853766,Inactive Investor,Bryan Dunphy,Financial Advisor,Edward Jones Bristol RI 66 Gooding Ave,bryan.dunphy@edwardjones.com,,Salesforce
219651,,Isaiah Sheppard,,[Unknown],isaiah.sheppard51@gmail.com,,
10796937,Inactive Investor,Nathan Shields,Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",,,Salesforce
11087498,Inactive Investor,Michael Stanley,,Fidelity Brokerage Services LLC,michael.stanley@fidelity.com,,Salesforce
9574088,,Linda Sansone,,,abundantplanetnow@yahoo.com,,List import
11164306,Inactive Investor,Justin Esposito,Financial Advisor,LPL Financial LLC Florham Park NJ 248 Columbia Tpke,justin.esposito@lpl.com,,Salesforce
10772673,Inactive Investor,Karl Kniely,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",karl_kniely@ml.com,,Salesforce
10851040,Inactive Investor,James Sapp,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dothan AL 4801 W Main St",jim.sapp@ml.com,,Salesforce
10994370,Inactive Investor,Jaden Duncan,Financial Professional;Paraplanner,"Osaic FA, Inc. Irvine CA 17400 Laguna Canyon Rd",jaden.duncan@lfg.com,,Salesforce
11043300,Inactive Investor,Ralph Ruggiero,Financial Professional,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,,,Salesforce
10951115,Inactive Investor,Temple Duke,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,,,Salesforce
10875412,Inactive Investor,Kathleen Dwyer,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,,,Salesforce
10872466,Inactive Investor,Mackenzie Santoro,,LPL Financial LLC Fresno CA 5260 N Palm Ave,mackenzie.santoro@lpl.com,,Salesforce
11105962,Inactive Investor,Brian Gaister,Chief Executive Officer;Co-Founder;Managing Member;Regulatory Contact,"Pennington Partners & Co., LLC",,,Salesforce
10994577,Inactive Investor,Marley Schiavone,,Thrivent Investment Management Inc. Ferndale WA 1887 Main St,marley.schiavone@thrivent.com,,Salesforce
11059532,Inactive Investor,John Duwe,Financial Advisor;Wealth Advisor,LPL Financial LLC Lincoln CA 111 Ferrari Ranch Rd,john.duwe@lpl.com,,Salesforce
213545,,Ed Maeda,,Self,edward.crypto85.maeda@gmail.com,,Direct
10981420,Inactive Investor,Thuy Nguyen,Financial Advisor,"Pruco Securities, LLC. Independence OH 2 Summit Park Dr",thuy.ai.nguyen@prudential.com,,Salesforce
11173457,Inactive Investor,Jonah Whitman,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",jonah.whitman@nm.com,,Salesforce
11015897,Inactive Investor,Dale Arrants,,"Principal Securities, Inc. Hastings NE 529 W 2nd St",,,Salesforce
9556775,,Huicheng Liu,,,contact@smart1msnlink.com,,List import
10844245,Inactive Investor,Rodrigo Esperon,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Fairfield CT 1248 Post Rd",,,Salesforce
10715476,,Sihle Mbongeni,,,sihlembongeni89@gmail.com,0711599645,Web Form Fillout
10787428,Inactive Investor,Michael Pagliuco,Private Banker;Vice President,J.P. Morgan Securities LLC Washington DC 875 15th St NW,michael.s.pagliuco@jpmorgan.com,,Salesforce
10776556,Inactive Investor,Sashene Powell,Senior Client Associate,"Wells Fargo Clearing Services, LLC Henderson NV 2200 Paseo Verde Pkwy",sashene.n.powell@wellsfargoadvisors.com,,Salesforce
11128853,Inactive Investor,Carmino Bove,,PNC Investments Anderson IN 1934 Broadway St,carmino.bove@pnc.com,,Salesforce
10804796,Inactive Investor,Loon Chan,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11133991,Inactive Investor,Susan Boehm,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",susan.boehm@equitable.com,,Salesforce
11005278,Inactive Investor,Anna Mccormick,Financial Professional,Money Concepts Capital Corp Springfield IL 1515 S Macarthur Blvd,amccormick@moneyconcepts.com,,Salesforce
11197299,Inactive Investor,Chad Lossie,Financial Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,chad.lossie@pnc.com,,Salesforce
11002722,Inactive Investor,Dylan Ramos,,Lincoln Investment Las Vegas NV 8345 W Sunset Rd,dramos@lincolninvestment.com,,Salesforce
10811855,Inactive Investor,John Gill,Managing Director,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",john.gill@raymondjames.com,,Salesforce
11109554,Inactive Investor,Pablo Avina,Private Wealth Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",paul.x.avina@ampf.com,,Salesforce
9637833,,Javier Alberto Soto,,,jsoto@miamifoundation.org,,List import
10860360,Inactive Investor,Thomas Hart,Financial Consultant,LPL Financial LLC Middlefield OH 15985 E High St,thomas.hart@lpl.com,,Salesforce
10759136,Inactive Investor,Robert Ryland,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 4811 Gaillardia Pkwy",rob_ryland@ml.com,,Salesforce
10847763,Inactive Investor,Adrianne Valkar,Manager;Member;Partner,"Trinity Capital Management, LLC",,,Salesforce
7196129,,Rodney Musser,,,rodm105@gmail.com,,Web Form Fillout
9629139,,Chris Ximenez,,,cximenez@telus.net,,List import
9609268,,Christopher Carr,,,christopher.carr@gmail.com,,List import
10918951,Inactive Investor,Carla Martinez,Owner,AGF Advisors,cmartinez@agoodfuture.com,,Salesforce
1001838,Inactive Investor,Brian Sheppard,CIO,Progeny 3,brian.sheppard@progenythree.com, +1 206 654 3619,Database Upload
11200808,Inactive Investor,Mark Boyle,Board Member;Chief Compliance Officer;Financial Advisor,Midwest Financial Partners,m.boyle@mfpmn.com,,Salesforce
10489534,,Jack Parker,"Senior Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jack.w.parker@ml.com,469-294-7988,List Import
9643200,,Kim Haws,,,khawsfalasco@rwbaird.com,,List import
11146123,Inactive Investor,John Pugh,Chief Compliance Officer;Owner;President,"Insight Wealth Management, Inc.",bob@insightwealth.com,,Salesforce
9620224,,Jeff Mathias,,,jeff@cedco.org,,List import
10755557,Inactive Investor,James Livolsi,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",james.livolsi@ampf.com,,Salesforce
11049904,Inactive Investor,Rebecca Moreno,,"Transamerica Financial Advisors, Inc Logan UT 917 W 600 N",rebecca.moreno@tfaconnect.com,,Salesforce
346701,,Sam Thompson,Associate,"Stellus Capital Management, Llc",sthompson@stelluscapital.com,713-292-5400,Manual List Upload
11103679,Inactive Investor,Franklin Homberg,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",frank.homberg@raymondjames.com,,Salesforce
210343,,Hatim Kheir,,[Unknown],h_kheir@hotmail.com,,
11196177,Inactive Investor,Michael Lyle,,"Transamerica Financial Advisors, Inc Hollywood FL 5701 Hollywood Blvd",michael.lyle@tfaconnect.com,,Salesforce
10987762,Inactive Investor,Brady Brandt,Client Relationship Specialist,AW Securities,,,Salesforce
10995791,Inactive Investor,Carlos Ocampo,,Citigroup Global Markets Inc. Pasadena CA 3677 E Foothill Blvd,,,Salesforce
11151383,Inactive Investor,Edward Felsenthal,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
333865,,Richard Fitzgerald,Managing Partner,Capitalspring,richard.fitzgerald@capitalspring.com,212-981-0140,Manual List Upload
11135062,Inactive Investor,Steven Lavergne,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Cumberland RI 1855 Mendon Rd",steven.l.lavergne@ampf.com,,Salesforce
10937016,Inactive Investor,Robert Arroyo,,"Cambridge Investment Research, Inc. Clearwater FL 2451 N McMullen Booth Rd",,,Salesforce
11177740,Inactive Investor,Peter Vilkins,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",peter.vilkins@nm.com,,Salesforce
11130276,Inactive Investor,Jeffrey Santillo,,Commonwealth Financial Network Rochester NY 190 Linden Oaks,,,Salesforce
10939434,Inactive Investor,Fredrick Anderson,,"Osaic Wealth, Inc.",,,Salesforce
10839501,Inactive Investor,John Iannantuono,,"Osaic Wealth, Inc. Allentown PA 682 N Brookside Rd",,,Salesforce
10998179,Inactive Investor,Jordana Wojnowski,,LPL Financial LLC Winter Haven FL 250 Avenue K SW,jordana.wojnowski@lpl.com,,Salesforce
10789848,Inactive Investor,Benjamin Haupts,Managing Director,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",haupts.ben@principal.com,,Salesforce
10846103,Inactive Investor,John Sullivan,,"Stifel, Nicolaus & Company, Incorporated Portsmouth NH 1 New Hampshire Ave",sullivanj@stifel.com,,Salesforce
11144892,Inactive Investor,Joan Lally,Portfolio Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,joan.lally@morganstanley.com,,Salesforce
11112118,Inactive Investor,Michele Bonin,,J.P. Morgan Securities LLC Findlay OH 1917 Tiffin Ave,,,Salesforce
11233312,Inactive Investor,Craig Huba,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10882683,Inactive Investor,Andrew Castro,Partner;Senior Financial Consultant,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",andrew.castro@schwab.com,,Salesforce
11007213,Inactive Investor,Kyle Macvicar,,"Allstate Financial Services, LLC Issaquah WA 1640 NW Gilman Blvd",kylemacvicar@allstate.com,,Salesforce
11229656,Inactive Investor,Carter Haydock,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",carter.haydock@nm.com,,Salesforce
11132789,Inactive Investor,Christian Perangelo,Financial Advisor,LPL Financial LLC,christian.perangelo@lpl.com,,Salesforce
11137784,Inactive Investor,Jarrod Townsend,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",,,Salesforce
5013023,,Tata Sasa,,,tannboren21@gmail.comhg,,Web Form Fillout
9547625,,SADEGH KHARAZMI,,,sadegh.kharazmi@gmail.com,,List import
10908084,Inactive Investor,John Marsella,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",john.marsella@ml.com,,Salesforce
11043841,Inactive Investor,Leidy Avila,,J.P. Morgan Securities LLC New York NY 525 Broadway,leidy.avila@jpmorgan.com,,Salesforce
10489398,,Doris Silva,Financial Advisor,"VALIC Financial Advisors, Inc. Plano TX 2745 Dallas Pkwy",doris.silva@valic.com,,List Import
10822839,Inactive Investor,Cezar Augusto Salvadeo Minozzo,Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",cezar.minozzo@ml.com,,Salesforce
11047306,Inactive Investor,Thiago Gaspar Sales,Financial Advisor,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",thiago.gaspar.sales@prudential.com,,Salesforce
10947376,Inactive Investor,Virginia Copley,Director;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Cincinnati OH 625 Eden Park Dr",virginia.copley@tiaa.org,,Salesforce
11036349,Inactive Investor,Jolene Whitney,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,jowhitney@ft.newyorklife.com,,Salesforce
10604183,,Michael Sawyer,managing director,Morgan Stanley,mike.sawyer@morganstanley.com,2126036269,List Import
10950206,Inactive Investor,Carl Fambro,,PFS Investments Inc. Macon GA 3200 Riverside Dr,cfambro@primerica.com,,Salesforce
11086299,Inactive Investor,Eric Schwartz,Financial Advisor;Wealth Advisor,LPL Financial LLC Manhattan Beach CA 1440 Rosecrans Ave,eric.schwartz@lpl.com,,Salesforce
10864326,Inactive Investor,James Floyd,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
10945488,Inactive Investor,Angela Guajardo,,PNC Investments Spring TX 1450 Lake Woodlands Dr,angela.guajardo@pnc.com,,Salesforce
11186556,Inactive Investor,Jared Katzman,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,jared.katzman@jpmorgan.com,,Salesforce
7468121,,Luciano Fortunati,,,cryptotip@gmail.com,,Web Form Fillout
11025413,Inactive Investor,Erin Robbins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,erin.robbins@fidelity.com,,Salesforce
11063490,Inactive Investor,Ryan Whyte,Investment Advisor,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,r.whyte@fi.com,,Salesforce
9552610,,Steven Sloan,,,steven.sloan@crownmail.net,,List import
10842749,Inactive Investor,David Fountain,Financial Planner;President,Financial Consultants Group Inc,,,Salesforce
10646721,,Kenneth McCall,,,ken.mccall@thrivent.com,,List import
11104814,Inactive Investor,Christopher Lewis,,"Equitable Advisors, LLC Hillsboro OH 300 Chillicothe Ave",,,Salesforce
11079378,Inactive Investor,Preston Lewis,,"Farmers Financial Solutions, LLC Orland Park IL 15255 S 94th Ave",,,Salesforce
10510226,,Chirag Pandya,Manager of Capital Markets,FlexShares Exchange Traded Funds,cp265@ntrs.com,,List Import
7225129,,Ben Foley,,,ben@cbmm.io,,Web form fillout
11183591,Inactive Investor,Vincent Daly,,"Allstate Financial Services, LLC Nyack NY 240 Main St",vincentdaly@allstate.com,,Salesforce
10788503,Inactive Investor,Robin Laird,Investment Advisor Representative,"Voya Financial Advisors, Inc. Annapolis MD 416 Cranes Roost Ct",robin.laird@voyafa.com,,Salesforce
11028979,Inactive Investor,Eric Doll,,J.P. Morgan Securities LLC Pittsburgh PA 6100 Penn Ave,eric.doll@jpmorgan.com,,Salesforce
10854697,Inactive Investor,James McKaveney,Financial Advisor;Senior Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,james.mckaveney@morganstanley.com,,Salesforce
10790266,Inactive Investor,Patrick Brown,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,patrick.brown@fidelity.com,,Salesforce
10619702,,Alona Anspach,,,alona.anspach@ihtwm.com,,List Import
10813515,Inactive Investor,Brian Enns,Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Managing Director,Morgan Stanley Oak Brook IL 2211 York Rd,brian.t.enns@morganstanley.com,,Salesforce
10973818,Inactive Investor,Michael Rogers,Investment Manager,Creative Planning,michael.rogers@creativeplanning.com,,Salesforce
9549330,,Benjamin Jaffe,,,bjaffe@centerbridge.com,,List import
11000539,Inactive Investor,Garret Locke,Financial Advisor,LPL Financial LLC Cedar Rapids IA 1005 Blairs Ferry Rd NE,garret.locke@lpl.com,,Salesforce
10942512,Inactive Investor,Kevin Martin,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
47094,,Michael Rollauer,Senior Vice President,"Arcus Capital Partners, LLC",michael.rollauer@arcuscp.com,404-949-2118,
11024069,Inactive Investor,Ronald Herron,Assistant Financial Representative,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",,,Salesforce
10815882,Inactive Investor,Lucinda Richey,Chief Compliance Officer;Partner;President;Wealth Manager,Prosperity Planning Riverside MO 1805 NW Platte Rd,cindy@prosperityplanninginc.com,,Salesforce
170103,,Matt Ober,,[Unknown],mober@thirdpoint.com,,Event
9626145,,Dustin Wolters,,,dustin.wolters@gmx.de,,List import
10818771,Inactive Investor,Richard Bulcavage,Financial Advisor,Money Concepts Capital Corp Tampa FL 5619 Harney Rd,rbulcavage@moneyconcepts.com,,Salesforce
4036828,,Michael Travillion,,The Monopolist And The Monopolies,themonopolistandthemonopolies@gmail.com,3104970023,Web Form Fillout
10892211,Inactive Investor,Tracey Denson,,State Farm VP Management Corp. Wichita Falls TX 2207 Brook Ave,tracey.denson.sq91@statefarm.com,,Salesforce
11077362,Inactive Investor,Bradley Alexander,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11142582,Inactive Investor,Jason Habel,Financial Advisor;Portfolio Manager;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Richmond VA 901 E Byrd St,jason.habel@morganstanley.com,,Salesforce
229499,,??? -,,ê¹€ë¯¼ìˆ˜ [[Unknown]],ckolivia@gmail.com,,
11188006,Inactive Investor,Apostolos Kiriazis,,J.P. Morgan Securities LLC Newark CA 6213 Jarvis Ave,apostolos.kiriazis@jpmorgan.com,,Salesforce
11012157,Inactive Investor,Nicholas Eilert,,PFS Investments Inc. Redlands CA 721 Nevada St,neilert@primerica.com,,Salesforce
11011783,Inactive Investor,Cullan Mcdonald,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,cullan.mcdonald@jpmorgan.com,,Salesforce
9624979,,Kenneth Symons,,,kennethrsymons@gmail.com,,List import
7016831,,FGFHG GHGFJ,,,xeneji5296@wwgoc.com,,Web form fillout
10846804,Inactive Investor,James Fields,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11118416,Inactive Investor,Jordan Kiel,,"Northern Trust Securities, Inc. Atlanta GA 3282 Northside Pkwy NW",jordan.kiel@northerntrust.com,,Salesforce
9632053,,James Vallee,,,jvallee@valhilmoore.com,,List import
9623603,,Mike Leventhal,,,mike@shonaicus.com,,List import
11065897,Inactive Investor,Michelle McCorkle,,Morgan Stanley San Antonio TX 7600 Broadway,michelle.m.mccorkle@morganstanley.com,,Salesforce
11103662,Inactive Investor,Albert Green,Financial Advisor,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",albert.green@raymondjames.com,,Salesforce
10832823,Inactive Investor,Colin Chamberlain,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",colin.chamberlain@ml.com,,Salesforce
9563795,,Allen Wang,,,allen.wang@ixmetals.com,,List import
11199095,Inactive Investor,Geoffrey Bleeker Mudd,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
11132006,Inactive Investor,Hal Lambert,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Point Bridge Capital, LLC",hal.lambert@pointbridgecapital.com,,Salesforce
11179165,Inactive Investor,Glenn Gryka,,Cetera Advisors LLC Mesa AZ 1104 W Meseto Ave,,,Salesforce
11149902,Inactive Investor,Leanne Lindstrom,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
11085069,Inactive Investor,Kristin Casey,Portfolio Associate,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,,,Salesforce
9547333,,Horace sogbodjor,,,sogbodjoro@gmail.com,,List import
340044,,Chip Tow,Client Relations,"Acr Alpine Capital Research, Llc",ctow@acr-invest.com,314-932-7600,Manual List Upload
10893385,Inactive Investor,Michael Chan,Financial Advisor,"U.S. Bancorp Advisors, LLC Palo Alto CA 4291 El Camino Real",michaelx.chan@unionbank.com,,Salesforce
10944192,Inactive Investor,Damien Saccani,Chief Compliance Officer;Founder;President,Maiden Cove Capital,damien@maidencove.com,,Salesforce
10801558,Inactive Investor,Carole Nero,Financial Advisor;First Vice President,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,carole.a.nero@morganstanley.com,,Salesforce
10992969,Inactive Investor,John Kern,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10936531,Inactive Investor,Bradley Bobb,Chief Compliance Officer;President,Bobb Financial Incorporated,brad@bobbfinancial.com,,Salesforce
9627062,,?????? ???????,,,osoznanije1985@gmail.com,,List import
159304,,dawns xu,,[Unknown],ywsxiao@gmail.com,,Paid Social
10833193,Inactive Investor,Oscar McConkie,,Morgan Stanley Sandy UT 200 W Civic Center Dr,oscar.mcconkie@morganstanley.com,,Salesforce
10772620,Inactive Investor,John Woods,Financial Advisor,LPL Financial LLC Vero Beach FL 855 21st St,,,Salesforce
9579794,,Bruce Brickman,,,bruce@brickmanre.com,,List import
9625222,,Eldred Anderson,,,eldredmanderson@gmail.com,,List import
11016005,Inactive Investor,Hung Huynh,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",hung.huynh@prudential.com,,Salesforce
2520971,,Jaiprakash Karmkar,,,jaiprakashkarmkar@gmail.com,,
10756202,Inactive Investor,Alexander Freed,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",alexander.j.freed@ml.com,,Salesforce
11063451,Inactive Investor,Bryce Chandler,Chief Compliance Officer;Chief Operating Officer;Managing Member,Bentwood Investment Advisory San Antonio TX 326 Canterbury Hill St,bryce@bentwoodinvestmentadvisory.com,,Salesforce
11039668,Inactive Investor,Mark Bushkin,,"Avantax Investment Services, Inc. Deerfield Beach FL 2151 W Hillsboro Blvd",,,Salesforce
10937809,Inactive Investor,Humberto Jimenez,,LPL Financial LLC Chatsworth CA 10324 Mason Ave,humberto.jimenez@lpl.com,,Salesforce
11003485,Inactive Investor,Ishita Choudhary,,HSBC Securities (USA) Inc.,,,Salesforce
11126216,Inactive Investor,Ben Potter,Financial Advisor,Edward Jones Wickenburg AZ 581 W Wickenburg Way,ben.potter@edwardjones.com,,Salesforce
11202933,Inactive Investor,Jason Hathaway,Chief Compliance Officer;Managing Partner,"Hathaway Capital Management, LLC",,,Salesforce
11013921,Inactive Investor,Itzel Lopez Hernandez,,Key Investment Services LLC Woodburn OR 941 N Pacific Hwy,itzel.lopez-hernandez@key.com,,Salesforce
10762480,Inactive Investor,Walter Bennett,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated San Jose CA 550 S Winchester Blvd",,,Salesforce
10778479,Inactive Investor,Philip Fabrizio,Director,"Kingsbridge Advisors, LLC Point Pleasant Beach NJ 501 Broadway",philf@kingsbridge.com,,Salesforce
345808,,Patrick Barry,Managing Member,"Barry Investment Advisors, Llc",pat@barryia.com,888-992-8601,Manual List Upload
11020436,Inactive Investor,Tessa Paterson-Catto,,Deutsche Bank Securities Inc.,tessa@deutschewealth.com,,Salesforce
11195488,Inactive Investor,Yvette Magallon,,PFS Investments Inc. San Diego CA 438 Camino del Rio S,ymagallon@primerica.com,,Salesforce
10923106,Inactive Investor,Rebecca Smith,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10898877,Inactive Investor,Jack Earley,Investment Advisor,Cozad Asset Management Inc,jack@cozadassetmgmt.com,,Salesforce
10505246,,Stephen MacIntosh,DIRECTOR,ARGYLE CAPITAL PARTNERS,stephen@argylecapitalpartners.com,18056982124,List Import
10858499,Inactive Investor,Lisa Gruden,,"Raymond James Financial Services, Inc. Solon OH 33505 Solon Rd",lisa.gruden@raymondjames.com,,Salesforce
11071046,Inactive Investor,Graham Forrester,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
4819947,,Benjamin Fishleder,,,sam.fishleder@gmail.com,6028031902,Web form fillout
11006130,Inactive Investor,Scotty Ritchie,,"FBL Marketing Services, LLC Rome City IN 121 Kelly St",scotty.ritchie@fblfinancial.com,,Salesforce
11191825,Inactive Investor,John Brosnan,,"Raymond James Financial Services, Inc. Wilmington NC 1213 Culbreth Dr",john.brosnan@raymondjames.com,,Salesforce
11146077,Inactive Investor,Carolyn Frager,Partner;Private Wealth Manager,Creative Planning,carolyn.frager@creativeplanning.com,,Salesforce
10814628,Inactive Investor,Philip Yohannan,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,philip.yohannan@ubs.com,,Salesforce
10970907,Inactive Investor,Brent Parmenter,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,brent.parmenter@fidelity.com,,Salesforce
11218739,,Craig Prudhomme,,,craig.prudhomme@lpl.com,,Other
9611747,,Nadir El Haloui,,,nadir.elha@gmail.com,,List import
11209488,Inactive Investor,Tianshu Wu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10786824,Inactive Investor,Marilyn Ross,Wealth Advisor,"BOK Financial Securities, Inc. Tulsa OK 6505 E 101st St",mross@bokf.com,,Salesforce
11114176,Inactive Investor,Scott Coenen,,"Osaic Wealth, Inc. New Berlin WI 15809 W National Ave",,,Salesforce
11127422,Inactive Investor,Austin Goodsel,,PFS Investments Inc. York PA 1964 Carlisle Rd,agoodsel@primerica.com,,Salesforce
9611292,,John Link,,,wirkaufengrund@web.de,,List import
9601174,,Sharon Worley,,,sharon@idgcpa.com,,List import
9569901,,Mu Cai,,,caimumarch@gmail.com,,List import
11150050,Inactive Investor,Ryan Gallo,Financial Advisor,LPL Financial LLC Garden Grove CA 11390 Stanford Ave,ryan.gallo@lpl.com,,Salesforce
10916485,Inactive Investor,Tanisha Wilson,Financial Advisor,Edward Jones Granbury TX 2007 Rockview Dr,tanisha.wilson@edwardjones.com,,Salesforce
109524,,Mary Tesla,Vice President,Federated Investment Management Company,mtesla@federatedinv.com,1-412-288-6605,Direct
10787382,Inactive Investor,Beverley Miller,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,beverley.miller@edwardjones.com,,Salesforce
10898760,Inactive Investor,Sean Kelly,,LPL Financial LLC Osterville MA 22 Wianno Ave,s.kelly@lpl.com,,Salesforce
10879742,Inactive Investor,Thomas Bornaschella,Premier Banker,"Wells Fargo Clearing Services, LLC North Myrtle Beach SC 1025 Hwy 17 S",,,Salesforce
9583764,,Tony Sritrapiput,,,namnori04@gmail.com,,List import
10797938,Inactive Investor,Dorian Enhelder,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",dorian.enhelder@wellsfargoadvisors.com,,Salesforce
10385879,,Panglima Panglima,,,panglima@abrii.mil,,Web form fillout
9598671,,Edward Finsterwalder,,,ed@divorcemediationservicesllc.com,,List import
10884001,Inactive Investor,Raymond Vo,Chief Compliance Officer;Financial Advisor;Member,DiversiFi Capital LLC,raymond@diversificapital.com,,Salesforce
11049974,Inactive Investor,Ryan Wiens,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,ryan.wiens@fidelity.com,,Salesforce
11002640,Inactive Investor,Ryan Pinkerton,Financial Advisor,LPL Financial LLC San Diego CA 1081 Camino Del Rio S,ryan.pinkerton@lpl.com,,Salesforce
11152506,Inactive Investor,Andrew Hackmann,,"Osaic Wealth, Inc. Saint Louis MO 11475 Olde Cabin Rd",ahackmann@royalaa.com,,Salesforce
10956814,Inactive Investor,William Ruffin,,"Ameriprise Financial Services, LLC Allentown PA 5100 W Tilghman St",william.ruffin@ampf.com,,Salesforce
10872715,Inactive Investor,Eric Reid,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11011662,Inactive Investor,Matthew Rittenhouse,,"MML Investors Services, LLC Falmouth ME 75 Leighton Rd",,,Salesforce
82516,,Carolina Meneguz,Miss,Unruly,carolmeneguz@gmail.com,,Event
9636793,,Michael Primerano,,,mprimerano@cedarbrookfinancial.com,,List import
11065623,Inactive Investor,Tiffany Rozek,Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,tiffany.rozek@ubs.com,,Salesforce
11155293,Inactive Investor,Alexa Steffens,,"Cambridge Investment Research, Inc. Bellevue WA 40 Lake Bellevue Dr",alexa.steffens@cambridgeresource.com,,Salesforce
183084,,Paul Angus,,[Unknown],cryptonomatron@gmail.com,,
11057078,Inactive Investor,Hermela Tesfaye,,J.P. Morgan Securities LLC Los Angeles CA 10929 Wilshire Blvd,hermela.tesfaye@chase.com,,Salesforce
10478429,,Jessie Dela cruz Sanchez,,,jessiedsanchez10@gmail.com,,Web Form Fillout
10882364,Inactive Investor,Bradley Smith,Senior Financial Representative,LPL Financial LLC,,,Salesforce
10956986,Inactive Investor,William Mccarthy,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
11104078,Inactive Investor,Christa Lehmeier,Client Associate,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",,,Salesforce
11112882,Inactive Investor,Paul Hofmann,,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
10805381,Inactive Investor,Harlan Spinner,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,harlan.spinner@ubs.com,,Salesforce
9581881,,Katie Curran,,,knchase75@aol.com,,List import
373572,,reg southee,,[Unknown],reg.southee@nbpcd.com,,source
346862,,Dave Esrig,Managing Director,Jpmorgan Alternative Asset Management,dave.esrig@jpmorgan.com,212-648-1597,Manual List Upload
10885584,Inactive Investor,Austin Heberger,,"Raymond James Financial Services, Inc. Pasadena CA 790 E Colorado Blvd",,,Salesforce
11010421,Inactive Investor,Paulette Franklin,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,pfranklin@primerica.com,,Salesforce
10940094,Inactive Investor,Michael Campbell,,PFS Investments Inc. Hauppauge NY 1600 Calebs Path Ext,,,Salesforce
10970266,Inactive Investor,Lindsey Whelan,,Vanguard Marketing Corporation,lindsey_whelan@vanguard.com,,Salesforce
10958194,Inactive Investor,Amanda Baker,,J.P. Morgan Securities LLC Colorado Springs CO 1783 E Cheyenne Mountain Blvd,amanda.baker@chase.com,,Salesforce
10869718,Inactive Investor,Cindy Floyd,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hixson TN Private Residence",,,Salesforce
10945317,Inactive Investor,Peggy Girard,,"Cambridge Investment Research, Inc. Battle Creek MI 7 Heritage Oak Ln",,,Salesforce
10859123,Inactive Investor,Tommy Tominna,Regional Vice President,PFS Investments Inc. San Diego CA 438 Camino del Rio S,,,Salesforce
11209310,Inactive Investor,Wendell Ford,Financial Advisor,Money Concepts Capital Corp Owensboro KY 600 Frederica St,wford@moneyconcepts.com,,Salesforce
9591025,,Randy Pattison,,,rpattison@bwmadvisors.com,,List import
10863851,Inactive Investor,Margaret Kulyk,Chief Executive Officer;Founder;Partner,Chicory Wealth,maggiekulyk@chicorywealth.com,,Salesforce
10959644,Inactive Investor,Caleb Wedgle,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9557709,,Joshua Lieberman,,,jlieberman@massmutual.com,,List import
9610112,,Michael Levinson,,,mlevinson.nu@gmail.com,,List import
10442835,,Joseph Keene,,,keene.jos@gmail.com,,Web Form Fillout
10790632,Inactive Investor,Ivy Leggero,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,ivy.leggero@ubs.com,,Salesforce
11169575,Inactive Investor,Oanh Vuong,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11123191,Inactive Investor,Luke DiGangi,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,luke.digangi@jpmorgan.com,,Salesforce
10975379,Inactive Investor,Douglas Haines,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",doug.haines@nm.com,,Salesforce
11010846,Inactive Investor,Stephen Dudzinski,Financial Professional,Money Concepts Capital Corp Dover ID 204 4th St,sdudzinski@moneyconcepts.com,,Salesforce
10837685,Inactive Investor,Virgil Wright,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,dean.wright@morganstanley.com,,Salesforce
10840066,Inactive Investor,Bethany Telander,Risk Officer,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10596543,,Thomas Hinck,,,tom@hinckpwm.com,,Web Form Fillout
11100701,Inactive Investor,Tobias King,,"Raymond James Financial Services, Inc. Delta CO 338 Main St",toby.king@raymondjames.com,,Salesforce
10870636,Inactive Investor,Megan Giardina,,"Raymond James Financial Services, Inc. New Orleans LA 650 Poydras St",megan.giardina@raymondjames.com,,Salesforce
10993327,Inactive Investor,Katherine Del Raso,,BNY Mellon Securities Corporation Philadelphia PA 1735 Market St,,,Salesforce
11069292,Inactive Investor,Sarah Schut,,Cetera Financial Specialists LLC Chestertown MD 314 Park Row,sarah.schut@ceterafs.com,,Salesforce
10962344,Inactive Investor,Edward Devenish,,LPL Financial LLC Melville NY 105 Maxess Rd,edward.devenish@lpl.com,,Salesforce
10647797,,Brett Spurr,,,brett@spurrfinancial.com,,List Import
10884082,Inactive Investor,Romonie Permaul,Senior Anti-Money Laundering Compliance Analyst,Neuberger Berman BD LLC,romonie.permaul@nb.com,,Salesforce
10697724,,Khuyen Dang,,,kdtrucking555@yahoo.com,,Web Form Fillout
11036593,Inactive Investor,Anjian Zhu,Financial Planning Analyst,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",anjian.zhu@ampf.com,,Salesforce
9645101,,Twila Graham,,,twilagraham@brileywealth.com,,List import
10753578,Inactive Investor,Stephanie Green,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Oakland CA 1999 Harrison St,stephanie.green@morganstanley.com,,Salesforce
11059257,Inactive Investor,Tony Lim,,"D'Arcy Wealth Management, Inc. Burbank CA Private Residence",,,Salesforce
10903584,Inactive Investor,Krystyna King,Office Manager,"Ameriprise Financial Services, LLC Leesburg VA 113 E Market St",krystyna.d.king@ampf.com,,Salesforce
9598067,,Rosa Quintana,,,rquintana@gylfinsyn.com,,List import
10838462,Inactive Investor,Dennis Ford,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
11026212,Inactive Investor,Patricia Scherer,,"Wells Fargo Clearing Services, LLC Waynesville NC 339 Russ Ave",patricia.scherer@wellsfargoadvisors.com,,Salesforce
9578861,,Ivana Gavran,,,gavran.ivana@principal.com,,List import
10808221,Inactive Investor,Thomas Velevis,Chief Compliance Officer;Managing Principal,Dreher Financial Partners,tvelevis@interestoninterest.com,,Salesforce
11196367,Inactive Investor,Eddie Chan,Vice President,Perennial Financial Services,eddie@perennialfs.com,,Salesforce
10970363,Inactive Investor,Matthew Fisk,Financial Advisor,Edward Jones Osceola WI 2393 State Road 35,matt.fisk@edwardjones.com,,Salesforce
9635152,,John Poulos,,,jpoulos@lindenllc.com,,List import
9612350,,Mike Willis,,,mike@one.fund,,List import
11101903,Inactive Investor,Brian Grant,,NYLIFE Securities LLC Mobile AL 1110 Montlimar Dr,bgrant01@ft.newyorklife.com,,Salesforce
11187844,Inactive Investor,Brian Jetton,Financial Advisor,Edward Jones Easley SC 6310 Calhoun Memorial Hwy,brian.jetton@edwardjones.com,,Salesforce
10975558,Inactive Investor,Zachary Fowler,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",zachary.fowler@tiaa.org,,Salesforce
11254258,Inactive Investor,Richard Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Trumbull CT 955 White Plains Rd",,,Salesforce
11073310,Inactive Investor,James Mcgrath,Chief Compliance Officer;President,"Financial Strategies, Inc Rockville MD 11300 Rockville Pike",,,Salesforce
9605767,,Stephen Lee,,,sslee@logancapital.com,,List import
10975132,Inactive Investor,Jeffrey Rogers,,NYLIFE Securities LLC Upper Marlboro MD Private Residence,jrogers03@ft.newyorklife.com,,Salesforce
11045301,Inactive Investor,Milton Inouye,,PlanMember Securities Corporation Honolulu HI 1357 Kapiolani Blvd,minouye@planmember.com,,Salesforce
10935039,Inactive Investor,Ron Yoon,,Morgan Stanley New York NY 1 New York Plz,ron.yoon@morganstanley.com,,Salesforce
10938324,Inactive Investor,Stephen Oleary,,Fidelity Brokerage Services LLC,,,Salesforce
11221995,,Gregory Cox,,,gjc@mtlucas.com,,List Import
11025768,Inactive Investor,Kristen Wilson,,"Independent Financial Group, LLC Augusta GA 3714 Executive Center Dr",,,Salesforce
9599517,,Kate Morham,,,kmorham@wetherby.com,,List import
217869,,Aarsh Shah,,[Unknown],aarsh9464shah@gmail.com,,Direct
10910557,Inactive Investor,Ryan Martin,Senior Advisor,"Moneta Group Investment Advisors, LLC",rmartin@monetagroup.com,,Salesforce
11088405,Inactive Investor,Ryan Price,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,rprice@eaglestrategies.com,,Salesforce
11261254,Inactive Investor,Ryan Zeeb,Financial Advisor,"Howard Bailey Securities, LLC Perrysburg OH 2280 Levis Commons Blvd",ryanzeeb@howardbailey.com,,Salesforce
10619855,,Jesse Stumpf,,,jstumpf@kovitz.com,,List import
9609080,,Sunil Reddy -,,,salaamsunil@gmail.com,,List import
9578729,,Erica Laudano,,,elaudano@libremax.com,,List import
10890821,Inactive Investor,Kathleen Fitzgerald,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,kathleen.fitzgerald@fmr.com,,Salesforce
11179497,Inactive Investor,Teresa Muir,,"Cambridge Investment Research, Inc. Canton GA Private Residence",,,Salesforce
9556482,,Robert Kohl,,,rkohl@thecolonygroup.com,,List import
10958843,Inactive Investor,Ryan Franco,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",wes.franco@schwab.com,,Salesforce
10929754,Inactive Investor,Robert Turner,,"First Heartland Capital, Inc. Jackson MS 1640 Lelia Dr",,,Salesforce
10889425,Inactive Investor,Francisco Pastor,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
9599597,,Stephen Lynch,,,slynch@wellington401k.com,,List import
10869507,Inactive Investor,Clayton Cooper,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Vancouver WA 805 Broadway St",clay.cooper@nm.com,,Salesforce
10757153,Inactive Investor,James Sands,Financial Advisor,Morgan Stanley Orchard Park NY 6532 E Quaker St,james.sands@morganstanley.com,,Salesforce
10819623,Inactive Investor,Kevin Mertz,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Indian Land SC Private Residence",kevin.mertz@tiaa.org,,Salesforce
11193801,Inactive Investor,Thomas Morin,Financial Advisor,"Equity Services, Inc. Chicago IL 1 N Franklin St",tmorin@nationallife.com,,Salesforce
248193,,Anna Zhang,Of counsel,Gunderson Dettmer,czhang@gunder.com,,Manual List Upload
11031593,Inactive Investor,Kyle Brunk,,"Empower Financial Services, Inc",kyle.brunk@empower.com,,Salesforce
10897050,Inactive Investor,Philip Wyatt,,NYLIFE Securities LLC Greenville SC 337 Prado Way,pewyatt@ft.newyorklife.com,,Salesforce
10697196,,Alexandre Pecorilla,,,apm-investments@proton.me,,Web Form Fillout
10959842,Inactive Investor,Juan Gonzalez Villalobos,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
373631,,Gizem Cakil,,[Unknown],gizemcakil@gmail.com,,source
9623608,,Susan Smith,,,dmtflf@bugfoo.com,,List import
10611992,,Seldon Clarke,"Executive Director, Financial Advisor, Senior Director - Investments",,seldon.clarke@opco.com,,List Import
9567291,,Sam Harrison,,,sam@blockchain.com,,List import
10962088,Inactive Investor,Landon Cross,,Edward Jones Wake Forest NC 941 Gateway Commons Cir,landon.cross@edwardjones.com,,Salesforce
9629931,,Ng Linh,,,huylinhbk09@gmail.com,,List import
10828279,Inactive Investor,Raymond Klahne,Vice President - Wealth Management,UBS Financial Services Inc. Stuart FL 712 SE Ocean Blvd,raymond.klahne@ubs.com,,Salesforce
10948272,Inactive Investor,Patricia Travers,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,patricia_travers@vanguard.com,,Salesforce
11140338,Inactive Investor,Ronit Walny,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",ronit.walny@northerntrust.com,,Salesforce
10775537,Inactive Investor,Nicole Christian,Practice Coordinator,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",nicole.christian@wellsfargoadvisors.com,,Salesforce
10811192,Inactive Investor,Marie Fluhr-Kay,,Morgan Stanley Colchester VT 105 W View Rd,elizabeth.fluhr-kay@morganstanley.com,,Salesforce
11004400,Inactive Investor,Rebecca Prince,,Edward Jones Bridgeport TX 1028 Halsell St,becky.prince@edwardjones.com,,Salesforce
9615739,,David Kaminski,,,david050@yahoo.com,,List import
11217419,,Corey Scrupps,,,corey.scrupps@lpl.com,,Other
9551548,,Benjamin Rose,,,brose@williamblair.com,,List import
352106,,Isabel CIOlek,Performance Analyst,Org Portfolio Management Llc,iciolek@orgpm.com,216-468-0055,Manual List Upload
159794,,Fahri Derman,,[Unknown],hhkaya14@gmail.com,,
11040419,Inactive Investor,Steve Kilinski,Financial Advisor;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,steve.kilinski@morganstanley.com,,Salesforce
10775756,Inactive Investor,Christopher Hopper,Investment Executive;Vice President,"Fifth Third Securities, Inc. Hebron KY 3095 N Bend Rd",christopher.hopper@53.com,,Salesforce
11209100,Inactive Investor,Lisa Balsamo,Member;Partner,"Corrado Advisors, LLC Ramsey NJ 48 S Franklin Tpke",lbalsamo@corradofg.com,,Salesforce
9608408,,Alfin Tolib,,,alfin.tolib@panasean.com,,List import
10863106,Inactive Investor,Chibuzo Nwokocha,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
11088493,Inactive Investor,Abram Chaparro,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",abram.chaparro@equitable.com,,Salesforce
10657207,,Rola Alkhazaleh,,,rola.alkhazaleh@chase.com,,List Import
241964,,Kerry Kelly,,[Unknown],kerry.kelly@raymondjames.com,,
11085927,Inactive Investor,Kurt Hoffer,,Cetera Advisor Networks LLC Charlotte NC 6135 Park South Dr,,,Salesforce
11157369,Inactive Investor,Jeremy Deutsch,,Neuberger Berman BD LLC,jeremy.deutsch@nb.com,,Salesforce
11235072,Inactive Investor,Richard Greywitt,Financial Advisor,Affinity Capital Advisors LLC,rick@affinitycapadv.com,,Salesforce
9639317,,Mark Prindiville,,,mark.prindiville@allstate.com,,List import
10829701,Inactive Investor,David McIlroy,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",david.mcilroy@rbc.com,,Salesforce
11140384,Inactive Investor,Josiah Archer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9561329,,Jeffrey Miller,,,jeffrey.miller@geodecapital.com,,List import
10995248,Inactive Investor,Ryan Uwono,Financial Advisor,"VALIC Financial Advisors, Inc. Honolulu HI 2 Waterfront Plz",,,Salesforce
10819619,Inactive Investor,Michael Whited,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,michael.whited@fidelity.com,,Salesforce
10869344,Inactive Investor,Victoria Greene,,"Sanctuary Securities, Inc. College Station TX 1470 Copperfield Pkwy",vgreene@sanctuarywealth.com,,Salesforce
10842096,Inactive Investor,James Horn,Founder;President;Principal,Quality Financial Concepts,jameshorn@qualityfinancial.com,,Salesforce
9545877,,Brian Ledbetter,,,brian.ledbetter@valic.com,,List import
11009576,Inactive Investor,Joseph Powell,,"FBL Marketing Services, LLC Iowa City IA 2130 Mormon Trek Blvd",joseph.powell@fbfs.com,,Salesforce
9602257,,WenShen Kuo,,,artcenter1@gmail.com,,List import
9570295,,Ben Glaze,,,bg@nitorumcapital.com,,List import
11149391,Inactive Investor,Michael Stehlik,Manager,Thrivent Investment Management Inc.,michael.stehlik@thrivent.com,,Salesforce
11266391,,Musa Aliyu,,,aliyumusa3404@gmail.com,,Web Form Fillout
10875211,Inactive Investor,David Graham,Financial Advisor,LPL Financial LLC Williamsport PA 1935 E 3rd St,dave.c.graham@lpl.com,,Salesforce
11202801,Inactive Investor,Christy Smith,Chief Financial Officer;Corporate Secretary;Treasurer,"Harrison Lazarus Advisors, Inc.",christy@harrisonlazarus.com,,Salesforce
10962084,Inactive Investor,Lena Syed,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
9610404,,Arasu Indrajith,,,arasu245@hotmail.com,,List import
11184352,Inactive Investor,Matthew Buckery,Associate Representative,Thrivent Investment Management Inc. Newtown Square PA 18 Campus Blvd,matthew.buckery@thrivent.com,,Salesforce
9611211,,Dwight McCormick,,,dwight_mcc@yahoo.com,,List import
11211757,Inactive Investor,Anthony Hensley,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 9821 Katy Fwy",anthony.s.hensley@ampf.com,,Salesforce
11097585,Inactive Investor,Jolene Potts,Associate Advisor,OneDigital Investment Advisors Saint Louis MO 8235 Forsyth Blvd,jolene.potts@onedigital.com,,Salesforce
11149873,Inactive Investor,Lori Coombs,,Cetera Investment Services LLC Newburgh NY 1208 Rte 300,lori.coombs@ceterais.com,,Salesforce
9629213,,Brandon Mumby,,,brandon.c.mumby@gmail.com,,List import
10918713,Inactive Investor,Heather Faxvog,,"Gradient Securities, LLC",,,Salesforce
11135624,Inactive Investor,Maria Soltero,,PFS Investments Inc. Torrance CA 1327 Post Ave,maria.soltero@primerica.com,,Salesforce
10757616,Inactive Investor,Ronald Weckbacher,Wealth Manager,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,ronald.weckbacher@jpmorgan.com,,Salesforce
11089669,Inactive Investor,Sophie Barnett,Financial Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,sophie.barnett@jpmorgan.com,,Salesforce
10852988,Inactive Investor,Brian Cornell,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11076142,Inactive Investor,Geoffrey McClenney,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",geoffrey.mcclenney@ml.com,,Salesforce
10932546,Inactive Investor,Kristian Zurinsky,,"Osaic Wealth, Inc. Avon OH 4618 Bellerive Way",,,Salesforce
11119503,Inactive Investor,Bart Ferrigno,,"Wells Fargo Clearing Services, LLC Iselin NJ 194 Wood Ave S",bart.ferrigno@wellsfargoadvisors.com,,Salesforce
10832252,Inactive Investor,Deanne Mathis,,Commonwealth Financial Network Cape Coral FL 3011 Del Prado Blvd S,dmathis@cfnmail.com,,Salesforce
10890745,Inactive Investor,Bret Capps,Financial Advisor,Edward Jones Frankfort IN 1748 E Wabash St,bret.capps@edwardjones.com,,Salesforce
11206071,Inactive Investor,David Morrison,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,david.morrison@lpl.com,,Salesforce
10993628,Inactive Investor,Caleb Posey,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",caleb.posey@nm.com,,Salesforce
11211572,Inactive Investor,Sophia Salvador,,Goldman Sachs & Co.,,,Salesforce
11163637,Inactive Investor,Brendan Byrne,Chief Compliance Officer;Managing Member,"Byrne Asset Management, LLC Princeton NJ 195 Nassau St",tombyrne@byrneasset.com,,Salesforce
11150946,Inactive Investor,Michael Lubin,Managing Director - Investments,"Raymond James & Associates, Inc. New York NY 320 Park Ave",michael.lubin@raymondjames.com,,Salesforce
10644529,,Matthew Olsen,,,molsen@mesirowfinancial.com,,List Import
10866905,Inactive Investor,Alejandro Rivas,,PFS Investments Inc. McAllen TX 1300 N 10th St,alejandro.rivas@primerica.com,,Salesforce
11133242,Inactive Investor,Perry Atkin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,perry.atkin@fidelity.com,,Salesforce
9623275,,Amar Gopalan,,,agopalan79@yahoo.com,,List import
10994906,Inactive Investor,John Felton,,"MML Investors Services, LLC Lake Elmo MN 8685 Eagle Point Blvd",,,Salesforce
9646246,,John Smith,,,initforthetech@pm.me,,List import
10883718,Inactive Investor,Antonio Caxide,Chief Investment Officer,Hamilton Capital,antonio.caxide@hamiltoncapital.com,,Salesforce
9568728,,Ross Bernard Herzberg,,,rossbernard@sbcglobal.net,,List import
10798189,Inactive Investor,Forrest Faro,Advisor;Entertainment Director;Senior Vice President,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,ffaro@rockco.com,,Salesforce
9617026,,Jeff Brewer,,,brewer.jeff14@gmail.com,,List import
10769945,Inactive Investor,Mark Jones,Regional Vice President,PFS Investments Inc. Kansas City MO 800 E 101st Ter,mark.jones@primerica.com,,Salesforce
10862966,Inactive Investor,Justin Gerblick,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11221232,,Thomas Jones,,,tjones@ayco.com,,List Import
9625545,,Glen Johnson,,,gjohnson7@gmail.com,,List import
339508,,Ken Terpening,"Business Development Manager, Financial Advisor","King Wealth Management Group, Llc",kenneth.terpening@kwmgllc.com,239-766-4092,Manual List Upload
220458,,antuvan dindisyan,,[Unknown],antuvandindisyan@gmail.com,,
11037424,Inactive Investor,Anthony Hala,,Cetera Advisor Networks LLC,,,Salesforce
10948214,Inactive Investor,Jason Westmoreland,Wealth Management Analyst,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
11170852,Inactive Investor,James Cunningham,Financial Advisor;Wealth Manager,Commonwealth Financial Network Rapid City SD 2800 Jackson Blvd,jcunningham@commonwealth.com,,Salesforce
10853678,Inactive Investor,Cathleen Ringo,Financial Advisor,LPL Financial LLC Charlotte NC 6525 Carnegie Blvd,cathleen.ringo@lpl.com,,Salesforce
11107787,Inactive Investor,Beth Venit,Financial Advisor;Vice President,Burt Wealth Advisors,bvenit@burtwealth.com,,Salesforce
10950709,Inactive Investor,Beau Welsh,,NYLIFE Securities LLC Franklin TN 3401 Mallory Ln,bwelsh01@ft.newyorklife.com,,Salesforce
10840481,Inactive Investor,Delroy Webb,,PFS Investments Inc. Mount Vernon NY 235 W 1st St,delroy.webb@primerica.com,,Salesforce
10965808,Inactive Investor,Alvie Higgins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10986512,Inactive Investor,Debra Konkol,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,dpoulos3@ft.newyorklife.com,,Salesforce
10959798,Inactive Investor,Lili Buffett,,J.P. Morgan Securities LLC New York NY 277 Park Ave,lili.buffett@jpmorgan.com,,Salesforce
11040628,Inactive Investor,Chad Yarbrough,,&Partners,chad.yarbrough@andpartners.com,,Salesforce
10790684,Inactive Investor,Owen McGarrahan,Branch Manager;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Manchester NH 1155 Elm St,owen.mcgarrahan@morganstanley.com,,Salesforce
11233551,Inactive Investor,Bradly Rogers,,LPL Financial LLC Leawood KS 10740 Nall Ave,bradly.rogers@lpl.com,,Salesforce
9579214,,Stephen Edwards,,,bigsteve13@gmail.com,,List import
10901184,Inactive Investor,Byron Coleman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",byron_coleman@ml.com,,Salesforce
10865167,Inactive Investor,Raul Ramirez,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,raul.ramirez.b4ap@statefarm.com,,Salesforce
11196762,Inactive Investor,Christian Kubosh,,J.P. Morgan Securities LLC Houston TX 4313 Montrose Blvd,,,Salesforce
10982199,Inactive Investor,Sandy Wong,,"U.S. Bancorp Investments, Inc. Chicago IL 209 S La Salle St",,,Salesforce
10880108,Inactive Investor,Chad Hegy,,"Empower Financial Services, Inc Braintree MA Private Residence",chad.hegy@empower.com,,Salesforce
230559,, -,,[[Unknown]],rosalyn.quispecaycho.5z@gmail.com,,
9609334,,brendan sexton,,,asbadas40@aol.com,,List import
10797275,Inactive Investor,Richard Trittschuh,Principal,"CliftonLarsonAllen Wealth Advisors, LLC Oak Brook IL 2021 Spring Rd",richard.trittschuh@claconnect.com,,Salesforce
10951474,Inactive Investor,Ladonna Jackson,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,ladonna.jackson@primerica.com,,Salesforce
230311,, -,,[[Unknown]],rkriete@kentiapartners.com,,
11087265,Inactive Investor,Lashawn Lewis,Financial Advisor,"Pruco Securities, LLC. Fort Wayne IN 10315 Dawsons Creek Blvd",lashawn.lewis@prudential.com,,Salesforce
10793994,Inactive Investor,Delwin Frew,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Auburn CA 13640 Bowman Rd",,,Salesforce
10948768,Inactive Investor,Justin Sayegh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",justin.sayegh@ml.com,,Salesforce
11219841,,John Randall,,,john.randall@1834investmentadvisors.com,,Other
174178,,Abhishek Gangal,,[Unknown],abhi41086@yahoo.com,,Paid Social
11068795,Inactive Investor,Christian Dammann,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",christian.dammann@ml.com,,Salesforce
11107904,Inactive Investor,Myrtis Campbell,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,myrtis.campbell@primerica.com,,Salesforce
9635930,,Keith Rosenthal,,,keith.rosenthal@phoenixrg.com,,List import
10613398,,Mark Johnson,"Senior Financial Advisor, Senior Vice President",,mark_e_johnson@ml.com,,List Import
9636187,,Sam Pope,,,spope@newharborcap.com,,List import
10834641,Inactive Investor,Jill Fernicola,,Morgan Stanley Washington DC 1775 I St NW,jill.fernicola@morganstanley.com,,Salesforce
10855977,Inactive Investor,Stephen Plavin,,Cetera Financial Specialists LLC Plantation FL Private Residence,stephen.plavin@ceterafs.com,,Salesforce
11068681,Inactive Investor,Sean Filipow,Chief Compliance Officer;Managing Member,Fig Social Capital LLC,sean@figsocap.com,,Salesforce
11135541,Inactive Investor,Nancy Seus,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",nancy.seus@ml.com,,Salesforce
9594241,,Brian Murphy,,,bmurphy@investcorp.com,,List import
11217320,,Supranee Lucas,,,supranee.lucas@schwab.com,,Other
10783758,Inactive Investor,Maria Ostuni,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10612284,,Irene Kosik,"Financial Advisor, Senior Director - Investments",,irene.kosik@opco.com,,List Import
10884515,Inactive Investor,Michael Tutcher,,"Raymond James Financial Services, Inc. Sarasota FL 1819 Main St",michael.a.tutcher@raymondjames.com,,Salesforce
11146214,Inactive Investor,Matthew Estrada,Financial Planning Specialist,Morgan Stanley Sarasota FL 2 N Tamiami Trl,matt.estrada@morganstanley.com,,Salesforce
10980322,Inactive Investor,Donald Heishman,Financial Advisor;Financial Planner,"Acorn Financial Advisory Services, Inc. Harrisonburg VA 3211 Peoples Dr",dheishman@acorn-financial.com,,Salesforce
10970268,Inactive Investor,Brendan Townsend,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10871143,Inactive Investor,Timothy Ryder,Financial Advisor,Edward Jones Glenview IL 904 Waukegan Rd,tim.ryder@edwardjones.com,,Salesforce
11124491,Inactive Investor,Kimberly Hayes,,"Allstate Financial Services, LLC Sapulpa OK 502 W Taft Ave",kimberlyhayes@allstate.com,,Salesforce
165562,,Stephen Liriano,,[Unknown],sliriano@protonmail.com,,Organic Search
10906096,Inactive Investor,Alicia Pfiffner,Registered Client Service Associate,Morgan Stanley Mequon WI 11501 N Port Washington Rd,,,Salesforce
10780035,Inactive Investor,John Zimdars,,"ValMark Securities, Inc. Madison WI 406 Science Dr",,,Salesforce
10983570,Inactive Investor,James Carney,,"Allstate Financial Services, LLC Horsham PA 390 Easton Rd",jamescarney@allstate.com,,Salesforce
11098017,Inactive Investor,Brad Little,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner,TL Private Wealth,brad@tlwealth.com,,Salesforce
11053332,Inactive Investor,Mark Pinkleton,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield TN 3993 Memorial Blvd",mark.a.pinkleton@ampf.com,,Salesforce
1003599,Inactive Investor,Steve Serrano,Research Analyst,New England Private Wealth Advisors,steven.serrano@nepwealth.com,(781) 489-6040,
10948988,Inactive Investor,Cody Berger,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,cody.berger@fmr.com,,Salesforce
10964184,Inactive Investor,Robert Pedersen,,Chelsea Financial Services,rpedersen@chfs.com,,Salesforce
11039199,Inactive Investor,Aaron Shuchatowitz,Chief Compliance Officer;Managing Member,Shucha Wealth Management LLC,,,Salesforce
10808897,Inactive Investor,Theresa Ojewuyi,Financial Advisor,"Wells Fargo Clearing Services, LLC Carbondale IL 1401 Financial Park",theresa.ojewuyi@wellsfargoadvisors.com,,Salesforce
10952559,Inactive Investor,Nicholas Neely,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10597149,,Lydia Li,,,liyinglei0327@hotmail.com,,Web Form Fillout
11207706,Inactive Investor,Adam Lorimer,Client Service Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,adam.lorimer@morganstanley.com,,Salesforce
11104462,Inactive Investor,Chukwunwike Okoye,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",cj.okoye@nm.com,,Salesforce
10818769,Inactive Investor,Justin Daniels,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11119410,Inactive Investor,Kellan Maxwell,,"Raymond James Financial Services, Inc. Germantown TN 6750 Poplar Ave",kellan.maxwell@raymondjames.com,,Salesforce
371551,,Muhammad Zeeshan,,[Unknown],izeeshanraees@gmail.com,,Salesforce
11067892,Inactive Investor,Adrienne Silbermann,Executive Vice President,Welch & Forbes LLC,asilbermann@welchforbes.com,,Salesforce
11110479,Inactive Investor,Jayson Judy,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10856183,Inactive Investor,James Kaufmann,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",james.kaufmann@valic.com,,Salesforce
9540597,,Dan Weinberg,,,dweinberg@zazove.com,,List Import
11135812,Inactive Investor,Brian Becker,Financial Advisor,Edward Jones Urbandale IA 4646 86th St,brian.becker@edwardjones.com,,Salesforce
10965854,Inactive Investor,Brandon Maynard,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,brandon.maynard@fidelity.com,,Salesforce
10995041,Inactive Investor,Anna Pukala,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,ania.pukala@chase.com,,Salesforce
9605893,,Lee Crocker,,,lcrocker@reliance-financial.com,,List import
338822,,Kayla Allie,Elder Care Assistant,Floyd Financial Group Llc,kayla@floydfinancialgroup.com,417-889-7233,Manual List Upload
11125968,Inactive Investor,Jami Miller,,"Avantax Investment Services, Inc. Kingwood TX 1384 Stonehollow Dr",,,Salesforce
9552832,,G K,,,georgekimani1@gmail.com,,List import
11116266,Inactive Investor,Daniel Rodriguez,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11260750,Inactive Investor,Roland Castro,,Purshe Kaplan Sterling Investments,,,Salesforce
9570227,,Brian Doherty,,,bd@lpcap.com,,List import
9612871,,Liam Benjamin,,,liambenjamin083@gmail.com,,List import
344955,,Zach Riley,"Portfolio Manager, Trader","Foundation Resource Management, Inc.",zriley@frmlr.com,501-534-2675,Manual List Upload
11056951,Inactive Investor,Peter Hamilton,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,,,Salesforce
10946528,Inactive Investor,David Engstrom,Preferred Relationship Manager,"Fifth Third Securities, Inc. Brighton MI 300 W North St",david.engstrom@53.com,,Salesforce
11159958,Inactive Investor,Nicole Green,Chief Compliance Officer;Chief Operating Officer,"First Wilshire Securities Management, Inc.",ngreen@firstwilshire.com,,Salesforce
10811548,Inactive Investor,Greg Sniezek,,"Allstate Financial Services, LLC Rogers MN 12908 Main St",gsniezek@allstate.com,,Salesforce
11014876,Inactive Investor,Amanda Juliussen,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,amanda.juliussen.nfq7@statefarm.com,,Salesforce
11195756,Inactive Investor,Amy Gomez,,LPL Financial LLC Blue Bell PA 980 Jolly Rd,amy.gomez@lpl.com,,Salesforce
10885477,Inactive Investor,Jose Aguilar,,Morgan Stanley San Diego CA 101 W Broadway,jose.g.aguilar@morganstanley.com,,Salesforce
10842043,Inactive Investor,Jon Boyd,,"Cambridge Investment Research, Inc. Scottsdale AZ Private Residence",,,Salesforce
9612924,,Jaideep Vishnubhakat,,,jaideep.vishnubhakat@morganstanley.com,,List import
9595340,,Derrick Holloway,,,dhollow06@gmail.com,,List import
9544958,,Lawrence Ojomo,,,lawrence.ojomo@gmail.com,,List import
65964,,Cynthia Vance,"Managing Member, Chief Executive Officer","Sterling Investment Counsel, Llc",cvance@sterinv.com,716-783-7054,Manual List Upload
11130837,Inactive Investor,Karen Pomeroy-Anderson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",karen.pomeroy-anderson@ml.com,,Salesforce
11203205,Inactive Investor,Thomas Casey,Senior Wealth Advisor,Belpointe Asset Management LLC Phoenix AZ 3930 E Ray Rd,thomas.casey@belpointewealth.com,,Salesforce
10779680,Inactive Investor,Rikesha Fuller Keen,,"Next Financial Group, Inc. Houston TX 14825 St Mary's Ln",rkeen@nextfinancial.com,,Salesforce
11132314,Inactive Investor,Natasha Carse,Financial Advisor;Wealth Advisor Associate,Morgan Stanley Winter Park FL 250 S Park Ave,natasha.ocean@morganstanley.com,,Salesforce
10839034,Inactive Investor,Isaac Jacob,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,isaac_jacob@glic.com,,Salesforce
336826,,Susan Anderson,Associate Financial Advisor,"Financial Dimensions Group, Inc.",sanderson@fdg-advisors.com,651-481-6280,Manual List Upload
10966107,Inactive Investor,Charles Orozco,,J.P. Morgan Securities LLC Jupiter FL 300 S US Hwy 1,charles.orozco@jpmorgan.com,,Salesforce
145907,,Bryan Parks,,[Unknown],bryanlparks@yahoo.com,,
11082530,Inactive Investor,Daniel Cota,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dana Point CA 32595 Golden Lantern St",daniel.cota@ml.com,,Salesforce
11216827,,Troy Hutchinson,,,troy.hutchinson@lpl.com,,List Import
9558576,,Jack Ablin,,,jablin@cressetwealth.com,,List import
10919617,Inactive Investor,Catherine VanHevel,,Thrivent Investment Management Inc. Ann Arbor MI 3300 Washtenaw Ave,cvanhevel@pksinvest.com,,Salesforce
11157352,Inactive Investor,Maben Hite,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",,,Salesforce
9585004,,Jeremy David,,,jeremy.david@littlehousecapital.com,,List import
11191177,Inactive Investor,Dustin Alexander,,"IFP Securities, LLC Oregon OH 715 S Coy Rd",,,Salesforce
9622690,,Nicholas Wienandt,,,nic@niccharlesphotography.com,,List import
9574886,,Richard Spinner,,,r.spinner@yahoo.com,,List import
9603208,,Lisa Callicotte,,,lcallicotte@usfunds.com,,List import
10820710,Inactive Investor,Thomas Walton,Financial Consultant,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",luke.walton@wellsfargoadvisors.com,,Salesforce
11028316,Inactive Investor,Daniel Schuld,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10877329,Inactive Investor,Mari Hendrickson,Independent Representative,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,mari.hendrickson@primerica.com,,Salesforce
9646438,,Sayeed Ahmed,,,sahmed@linius.com,,List import
11161655,Inactive Investor,Carlos Guarderas,Financial Advisor,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,carlos.guarderas@morganstanley.com,,Salesforce
10857672,Inactive Investor,Travis Loock,Financial Advisor,Edward Jones Littleton CO 7901 Southpark Plz,travis.loock@edwardjones.com,,Salesforce
11017716,Inactive Investor,Scott Carlson,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",sacarlson@firstcommand.com,,Salesforce
11004686,Inactive Investor,Kenneth Arnold,,GWN Securities Inc. Salisbury MD 106 Circle Ave,karnold@gwnsecurities.com,,Salesforce
10782121,Inactive Investor,Stephen Kroll,Financial Advisor,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",stephen.kroll@wellsfargoadvisors.com,,Salesforce
9595992,,Michael Breller,,,mbreller@bpadvisors.com,,List import
9637209,,Mark Anson,,,manson@panagora.com,,List import
11039851,Inactive Investor,Kim Pugliese,Chief Operating Officer;Managing Partner,"LVW Advisors, LLC",kpugliese@lvwadvisors.com,,Salesforce
11019707,Inactive Investor,Kayla Campbell,,Thrivent Investment Management Inc. Aiken SC Private Residence,kayla.campbell@thrivent.com,,Salesforce
9612362,,David Bennett,,,bennett@rpai.com,,List import
10810803,Inactive Investor,Chere Cormier,,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,chere.cormier@primerica.com,,Salesforce
216407,,Bartosz Libicki,,[Unknown],barteklibicki@gmail.com,,Event
10951058,Inactive Investor,Jose Aroeste,,"Farmers Financial Solutions, LLC Carlsbad CA 1947 Camino Vida Roble",jaroeste@farmersagent.com,,Salesforce
9578259,,Maureen Schwarz,,,mlschwarz1@gmail.com,,List import
10817867,Inactive Investor,Roger David,,"Kestra Investment Services, LLC Grand Rapids MI 1700 E Beltline Ave NE",,,Salesforce
9629877,,Sunny Singh,,,sunnywalia49@gmail.com,,List import
10772428,Inactive Investor,Paul Skowronski,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",paul.t.skowronski@ml.com,,Salesforce
10989206,Inactive Investor,Amy Shaffer,,"Raymond James Financial Services, Inc. Windsor CO 1041 Main St",amybeth.shaffer@raymondjames.com,,Salesforce
9577785,,Richard Flower,,,rtravisflower@gmail.com,,List import
10807514,Inactive Investor,Robert Milbrath,Financial Advisor,Edward Jones Cedar Rapids IA 3150 E Ave NW,robert.milbrath@edwardjones.com,,Salesforce
10789309,Inactive Investor,Brian Schwab,Managing Director,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10616056,,James Defano,,,james.defano@prudential.com,,List Import
11187531,Inactive Investor,William Vargas,,LPL Financial LLC Burnsville MN 14201 Grand Ave,william.vargas@lpl.com,,Salesforce
11195980,Inactive Investor,John Buchan,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9629071,,T G,,,sayhello@malobambi.com,,List import
9578819,,Brian Koch,,,brian.koch@voya.com,,List import
10795492,Inactive Investor,Michelle Nolen,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",michelle_nolen@ml.com,,Salesforce
10920764,Inactive Investor,Daniel Soe,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",daniel.soe@aretewealth.com,,Salesforce
9636459,,Gregory Reid,,,gregory.reid@salientpartners.com,,List import
11151473,Inactive Investor,Adriana Vosskuhler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adriana_vosskuhler@vanguard.com,,Salesforce
10880856,Inactive Investor,Meg Davidson,Chief Compliance Officer;Owner;Portfolio Manager;Vice President,"Borthwick Associates, Inc.",meg@borthwickassociates.com,,Salesforce
10792568,Inactive Investor,Laqueta Shelburne,,"Avantax Investment Services, Inc. San Angelo TX 3177 Executive Dr",shelburnel1@myavantax.com,,Salesforce
10917574,Inactive Investor,Eswar Menon,Chief Information Officer;Founder;Managing Member,"Harper Capital Management, LLC",,,Salesforce
10942300,Inactive Investor,Richard Sunderland,,"Oakwood Capital Securities, Inc Minneapolis MN 6306 Golden Valley Rd",rsunderland@gardnerfinancialmn.com,,Salesforce
9593014,,Glenn Robinson,,,grobinson@westfinancial.com,,List import
11174888,Inactive Investor,Lyle Morgan,,Thrivent Investment Management Inc. Atlanta GA 200 Galleria Pkwy SE,lyle.morgan@thrivent.com,,Salesforce
11133029,Inactive Investor,Rigoberto Mata,,J.P. Morgan Securities LLC Cypress TX 28020 Hwy 290,rigoberto.mata@jpmorgan.com,,Salesforce
9607359,,Christopher Squittieri,,,christopher.squittieri@pnc.com,,List import
9614090,,Anil Tewari,,,anil.tewari@rwcpartners.com,,List import
10806341,Inactive Investor,Jeanne Harvey,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeanne.harvey@schwab.com,,Salesforce
11039732,Inactive Investor,Chris Schliepp,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Wausau WI 500 1st St,,,Salesforce
10913767,Inactive Investor,Eric Hallberg,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,erichallberg.team@fidelity.com,,Salesforce
9608368,,carlos seckler,,,secklerc@gmail.com,,List import
11138705,Inactive Investor,Apolline Bouissieres,,Goldman Sachs & Co.,,,Salesforce
10812227,Inactive Investor,James Kennedy,,PFS Investments Inc. Macon GA 3312 Northside Dr,james.kennedy@primerica.com,,Salesforce
216295,,Hope Cupit,,[Unknown],hcupit@sercap.org,,Event
223911,,Ebenezer Ghanney,Operations manager,Yellow Card,ebenezer@yellowcard.io,,
10993640,Inactive Investor,Jamie Olhiser,Customer Service Associate,UBS Financial Services Inc. Napa CA 703 Trancas St,,,Salesforce
9607645,,Mr Bobb,,,lawrencebobb@hotmail.com,,List import
11220314,,Katherine Burak,,,katherine_burak@vanguard.com,,Other
11174315,Inactive Investor,Austin Bennett,,J.P. Morgan Securities LLC Indianapolis IN 1420 W Southport Rd,,,Salesforce
10889244,Inactive Investor,Robert Worrell,Chief Compliance Officer;Financial Advisor;Managing Member;President,Worrell Advisory Services,,,Salesforce
11110958,Inactive Investor,Vivian Pearson,,PFS Investments Inc. Valdosta GA 509 N Patterson St,vpearson@primerica.com,,Salesforce
9545707,,Jorn Jacobs,,,jorn.jacobs@hotmail.com,,List import
11059932,Inactive Investor,Cameron Kennedy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
343007,,Tonya Short,Executive Assistant,Org Portfolio Management Llc,tshort@orgpm.com,216-468-0055,Manual List Upload
11129856,Inactive Investor,Edwin Nunez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beverly Hills CA 9757 Wilshire Blvd",edwin.nunez@schwab.com,,Salesforce
10614380,,Richard Murray,Financial Advisor,,richard.murray@alliancebernstein.com,,List Import
10831324,Inactive Investor,Robert Magnuson,,Goldman Sachs & Co.,robert.magnuson@gs.com,,Salesforce
10792730,Inactive Investor,Sean Hanna,Chief Compliance Officer;Senior Counsel,"Cambridge Associates Limited, LLC Boston MA 125 High St",shanna@cambridgeassociates.com,,Salesforce
9565708,,Douglas King,,,king96961@gmail.com,,List import
11232360,Inactive Investor,Paul Rice,Financial Advisor,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",paulrice@financialguide.com,,Salesforce
11194091,Inactive Investor,George Bebis,,"Brooklight Place Securities, Inc. Lakeville MA 350 Bedford St",,,Salesforce
11232658,Inactive Investor,Robert Burts,Senior Vice President - Investments,"Synovus Securities, Inc. Alpharetta GA 8025 Westside Pkwy",robburts@synovus.com,,Salesforce
10418855,,Divine Okeke,,,sharicedemeterixv67@gmail.com,,Web Form Fillout
11134135,Inactive Investor,Robert Long,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Hilton Head Island SC 600 Main St,robert.w.long@morganstanley.com,,Salesforce
11179447,Inactive Investor,Colin Mead,Associate Director - Portfolio Management;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,colin.mead@morganstanley.com,,Salesforce
9605604,,Lindiwe Ndlovu,,,lndlovu5809@gmail.com,,List import
10851446,Inactive Investor,Delwin Roberts,,"Voya Financial Advisors, Inc. Chicago IL 10540 S Western Ave",randy.roberts@voyafa.com,,Salesforce
9593574,,Musa Sevinç,,,musasevinc53@gmail.com,,List import
11042020,Inactive Investor,Richard Sampson,,"Farmers Financial Solutions, LLC Olympia WA 207 Lee St SW",rsampson@farmersagent.com,,Salesforce
9554486,,Semir Amin,,,semir.amin@selectportfolio.com,,List import
11153421,Inactive Investor,Andrew Insley,,"The Leaders Group, Inc. Newark DE 110 Christiana Medical Ctr",andrew.insley@leadersgroup.net,,Salesforce
11050827,Inactive Investor,Lisa Gradilone,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",lisa.gradilone@ml.com,,Salesforce
338329,,Brian West,Managing Member,"West Financial Advisors, L.l.c.",brian@westfinancialadvisors.com,515-284-1011,Manual List Upload
10839315,Inactive Investor,Robert Blocker,,"Avantax Investment Services, Inc. Morris Plains NJ Private Residence",,,Salesforce
10985923,Inactive Investor,Anthony Garbarino,Account Executive,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11133497,Inactive Investor,Kelly Dixon,,"Cannon Securities, Inc.",,,Salesforce
10787918,Inactive Investor,Thomas Tully,Financial Advisor,LPL Financial LLC Brookfield WI 13160 W Burleigh Rd,thomas.tully@lpl.com,,Salesforce
9645479,,Lewis Ross,,,lewis.ross@live.com,,List import
370682,,Steven Scribner,,United States,stevscrib@yahoo.com,,Salesforce
11202883,Inactive Investor,Brian Phelan,Founding Partner;Member,Julex Capital Management,,,Salesforce
10793419,Inactive Investor,Leslie Kelly,Chief Compliance Officer;Director;Founder,American Financial Advisors Inc,lkelly@afadvisors.com,,Salesforce
11211706,Inactive Investor,Christopher Gobles,Financial Planner,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",christopher.gobles@prudential.com,,Salesforce
10936792,Inactive Investor,Erica Damon,Financial Advisor,"Ameriprise Financial Services, LLC Old Saybrook CT 205 Old Boston Post Rd",erica.damon@ampf.com,,Salesforce
11015873,Inactive Investor,Brian Ceglarski,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",brian.ceglarski@ml.com,,Salesforce
10918299,Inactive Investor,Lindzey Dau,Relationship Manager;Senior Vice President,"ICONIQ Capital, LLC San Francisco CA 394 Pacific Ave",ldau@iconiqcapital.com,,Salesforce
233281,, -,,[[Unknown]],maximtereshchuk1@gmail.com,,
10827096,Inactive Investor,Lee Skillman,,J.P. Morgan Securities LLC La Jolla CA 7777 Girard Ave,lee.jessen@jpmorgan.com,,Salesforce
11128150,Inactive Investor,Amanda Petrucci,,PFS Investments Inc. Lombard IL 55 W 22nd St,apetrucci@primerica.com,,Salesforce
9620584,,Shamunu dahiru Goda,,,shamunudahirugoda@gmail.com,,List import
10781301,Inactive Investor,Brent Terrill,Financial Advisor,Edward Jones Vacaville CA 555 Mason St,brent.terrill@edwardjones.com,,Salesforce
10780766,Inactive Investor,Kenneth Zahn,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9576261,,Edwin Johns,,,cjohns@hazlettburt.com,,List import
10885968,Inactive Investor,Paul Kocoras,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",paul.kocoras@usbank.com,,Salesforce
10789211,Inactive Investor,Daniel Creswell,Senior National Sales Director,PFS Investments Inc. Knoxville TN 112 Glenleigh Ct,daniel.creswell@primerica.com,,Salesforce
10763691,Inactive Investor,Susan Kostiwa,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",susan.kostiwa@raymondjames.com,,Salesforce
11081490,Inactive Investor,Tylor Love,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",,,Salesforce
11130180,Inactive Investor,Jacquelyn Wood,,Commonwealth Financial Network West Fargo ND 3250 Oak Ridge Loop E,,,Salesforce
9580928,,Kevin Berry,,,kberry@massmutual.com,,List import
10840818,Inactive Investor,Barbara Schubert,,Morgan Stanley Alpharetta GA 3 Edison Dr,barbara.schubert@morganstanley.com,,Salesforce
10918202,Inactive Investor,Douglas Garone,Financial Advisor,Drawbridge Capital,doug@regentfs.com,,Salesforce
10855420,Inactive Investor,Brad Harris,Managing Director - Retirement Planning,Perennial Financial Services,brad@perennialfs.com,,Salesforce
11101224,Inactive Investor,Klay Uher,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",klay.a.uher@nm.com,,Salesforce
10944224,Inactive Investor,William Luhrs,Chief Compliance Officer;Financial Advisor;Founder;Managing Member;President,Mount Financial Freedom,bill@mountfinancialfreedom.com,,Salesforce
11059947,Inactive Investor,Daniel Buchholz,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11017277,Inactive Investor,Sarah Mussard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",sarah.mussard@ml.com,,Salesforce
11223131,,Christopher Fiore,,,cfiore@maximgrp.com,,List import
11014883,Inactive Investor,Donna Randolph,,State Farm VP Management Corp. Santa Maria CA 1650 S Broadway,,,Salesforce
373667,,Tamer Al Hussaini,,[Unknown],tamer.alhussaini@gmail.com,,source
9577047,,Aaron Helfert,,,ah@mt.net,,List import
10824313,Inactive Investor,Ronald Plexico,Principal;Retirement Income Specialist,"Southeast Investments, N.C., Inc.",dplexico@seinvestnc.com,,Salesforce
11002396,Inactive Investor,James Robinson,,Quint Capital Corporation,jrobinson@quintcapital.com,,Salesforce
10882281,Inactive Investor,Dedra Zwieg,Financial Advisor,"Ameriprise Financial Services, LLC Parkers Prairie MN 104 S Otter Ave",dedra.l.zwieg@ampf.com,,Salesforce
10614635,,Shawn Danziger,Financial Advisor,,shawn@summitadvgroup.com,,List Import
10933881,Inactive Investor,Christopher Bak,Chief Compliance Officer;Director - Investment Operations;Regulatory Contact,"Thrive Capital Management, LLC Fort Washington PA 1015 Virginia Dr",christopher.bak@thrivefinancialservices.com,,Salesforce
9565973,,Robert Brooks,,,rbrooks@massmutual.com,,List import
371449,,Vanessa Terzian,,[Unknown],vanessaterzian@gmail.com,,Salesforce
11067663,Inactive Investor,Justin Duncombe,,"Kestra Investment Services, LLC Santa Clarita CA Private Residence",,,Salesforce
11149028,Inactive Investor,Jose Yanez,,Sigma Financial Corporation Lansing MI 4112 S Cedar St,jyanez@sigmarep.com,,Salesforce
11255293,Inactive Investor,Steven Resler,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Winter Springs FL Private Residence",sresler@sequoia-financial.com,,Salesforce
10897376,Inactive Investor,William Wang,Financial Advisor,LPL Financial LLC Sacramento CA 656 5th Ave,william.wang@lpl.com,,Salesforce
11147075,Inactive Investor,Daniel Gieseke,Financial Advisor,LPL Financial LLC Waconia MN Private Residence,daniel.gieseke@lpl.com,,Salesforce
9602645,,M. (NFTsComparison) Katmann,,,mkatman1979@gmx.de,,List import
11223887,,[Unknown],,,ssmarbabeth@gmail.comssmarbabeth.com,,List Import
9646834,,Logan Bialik,,,lbialik@benedum.org,,List import
10772181,Inactive Investor,Gary Gallagher,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,gary.gallagher@fidelity.com,,Salesforce
9606782,,Kinwa Cheung,,,cheungkinwa@gmail.com,,List import
11073736,Inactive Investor,Peter Daiker,Wealth Advisor,Gladstone Wealth Partners Omaha NE 12801 Pierce St,peter.daiker@gladstonewealth.com,,Salesforce
9637886,,Mark Hong,,,mhong@clrbrk.com,,List import
10865542,Inactive Investor,Becky Scott,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,bscott@rwbaird.com,,Salesforce
9606162,,Sunny G,,,sankalp.shangari@gmail.com,,List import
11120439,Inactive Investor,Marsha Cummings,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,marsha.cummings@fidelity.com,,Salesforce
9566965,,conor davis,,,conordavis@outlook.com,,List import
9574127,,Peter Miller,,,miller@commonwealth.com,,List import
11054899,Inactive Investor,Sarah Ortega,,PFS Investments Inc. Red Oak TX 431 N State Hwy 342,sarahelaineortega@primerica.com,,Salesforce
11133334,Inactive Investor,Grier Poole,Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,grier.poole@morganstanley.com,,Salesforce
11067778,Inactive Investor,Claude Nesis,,LPL Financial LLC Bellevue WA 8 Columbia KY,claude.nesis@lpl.com,,Salesforce
10613386,,Edward Conklin,"Senior Financial Advisor, Senior Vice President",,edward_f_conklin@ml.com,,List Import
348291,,Joshua Petrusko,Managing Directer,"Iron Gate Wealth Advisors, Llc",jpetrusko@irongatewealth.com,330-953-1396,Manual List Upload
10966329,Inactive Investor,Christian Baldree,Financial Advisor,"Osaic Wealth, Inc. Roseville CA 925 Highland Pointe Dr",,,Salesforce
10998777,Inactive Investor,Kathleen Maccubbin,Regional Leader,PFS Investments Inc. Cockeysville MD Private Residence,kmaccubbin@primerica.com,,Salesforce
11220776,,Wayne Pinsent,,,wpinsent@gabelli.com,,Other
10815230,Inactive Investor,Keith Dronen,Financial Advisor,LPL Financial LLC Chicago IL 200 S Wacker Dr,keith.dronen@lpl.com,,Salesforce
9550782,,Xiao Cong,,,xiao.cong@srsfund.com,,List import
107314,,elizabeth jivan,,self,jivanelizabeth@yahoo.com,714 761 5332,
11178912,Inactive Investor,Brian Thompson,Financial Advisor,Edward Jones San Antonio TX 4223 McCullough Ave,,,Salesforce
11011508,Inactive Investor,Kristen Massie,,"Osaic Wealth, Inc. Fond Du Lac WI 7 S Main St",,,Salesforce
10895397,Inactive Investor,Wyatt England,,"Sanctuary Securities, Inc. Brentwood TN 5205 Maryland Way",wengland@sanctuarywealth.com,,Salesforce
11035628,Inactive Investor,Kristin Peters,Assistant Vice President;Financial Advisor;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",kristin.peters@ml.com,,Salesforce
11032948,Inactive Investor,Travis King,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10961356,Inactive Investor,Drew Schierbeek,,"Raymond James Financial Services, Inc. Hudsonville MI 3185 Corporate Grove Dr",drew.schierbeek@raymondjames.com,,Salesforce
9605378,,John Stoddart,,,john.stoddart@fnbchestercounty.com,,List import
11027733,Inactive Investor,Christian Bravo,,J.P. Morgan Securities LLC Edgewater MD 3062 Solomons Island Rd,christian.bravo@jpmorgan.com,,Salesforce
9606997,,Chad Stecker,,,chad.stecker@cbreclarion.com,,List import
10987381,Inactive Investor,Thomas Bruss,,The Huntington Investment Company Canfield OH 3801 Boardman Canfield Rd,thomas.bruss@huntington.com,,Salesforce
11045339,Inactive Investor,Brian Wisniewski,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",brian.k.wisniewski@wellsfargoadvisors.com,,Salesforce
9544071,,Morris Castlen,,,castlen.morris@liveoak.bank,,List import
11188700,Inactive Investor,Timothy Herbert,,LPL Financial LLC Auburn Hills MI 2701 Cambridge Ct,tim.herbert@lpl.com,,Salesforce
11004568,Inactive Investor,Allen Thuma,Research Analyst;Senior Portfolio Manager,"Buckingham Capital Management, Inc.",athuma@bcminvest.com,,Salesforce
10950252,Inactive Investor,Cindy Nieder,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",cindy.nieder@nm.com,,Salesforce
10815158,Inactive Investor,Albert Cartlidge,,"Avantax Investment Services, Inc. Reno NV 9222 Prototype Dr",,,Salesforce
11054768,Inactive Investor,Ashley Barnett,,PFS Investments Inc. Huntsville AL 3315 Bob Wallace Ave SW,abarnett@primerica.com,,Salesforce
11014417,Inactive Investor,John Cole,,"Lion Street Financial, LLC Newton MA 313 Washington St",jcole@lionstreet.com,,Salesforce
9617900,,Thomas Laffont,,,tl@coatue.com,,List import
9564255,,Lester L Holmes,,,les@holmesfin.com,,List import
235304,, -,,[[Unknown]],musasi06@naver.com,,
11029744,Inactive Investor,James Fredrikson,Senior Vice President,"Fifth Third Securities, Inc. Franklin TN 2040 Fieldstone Pkwy",james.fredrikson@53.com,,Salesforce
10647384,,Johan Forsman,,,jforsman@tiaa-cref.org,,List Import
11050828,Inactive Investor,April Garcia,,"Farmers Financial Solutions, LLC Albuquerque NM 322 Louisiana Blvd NE",agarcia4@farmersagent.com,,Salesforce
10821909,Inactive Investor,Dean Zack,,"Raymond James Financial Services, Inc. Encinitas CA 169 Saxony Rd",dean.zack@raymondjames.com,,Salesforce
10868524,Inactive Investor,Golnaz Kamrad,,Citigroup Global Markets Inc.,,,Salesforce
11232465,Inactive Investor,Ana Mondragon Chavez,,"Wells Fargo Clearing Services, LLC Las Vegas NV 7590 W Lake Mead Blvd",,,Salesforce
10783097,Inactive Investor,Eric Zeitlin,,"PWA Securities, LLC",ezeitlin@provwealth.com,,Salesforce
10763296,Inactive Investor,Craig Fiedler,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",craig.fiedler@nm.com,,Salesforce
10993799,Inactive Investor,James Hefty,,State Farm VP Management Corp. Elkhart IN 223 S Main St,,,Salesforce
11035753,Inactive Investor,Sarah Schweppe,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",sarah.schweppe@wellsfargoadvisors.com,,Salesforce
10864122,Inactive Investor,Colin Smith,,"Northwestern Mutual Investment Services, LLC Richmond VA 504 Libbie Ave",colin.c.smith@nm.com,,Salesforce
10604300,,Billy Wisdom,"Compliance Legal, Executive","Benjamin F. Edwards & Company, Inc.",bill.wisdom@benjaminfedwards.com,314-726-1600,List Import
11109164,Inactive Investor,Christopher Stolte,,"IFP Securities, LLC Austin TX 925 S Capital of Texas Hwy",christopher.stolte@ifpartners.com,,Salesforce
10893616,Inactive Investor,Christopher Aristo,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10990977,Inactive Investor,William Capece,,"Hornor, Townsend & Kent, LLC Newtown PA 54 Friends Ln",wcapece@htk.com,,Salesforce
10968051,Inactive Investor,Zachery Cullen,,"Allstate Financial Services, LLC Tehachapi CA 21001 Santa Lucia St",zacherycullen@allstate.com,,Salesforce
9595810,,Matthew Dublin,,,mdublin@blueinvpartners.com,,List import
10985287,Inactive Investor,Whitney Pappas,Director;Senior Wealth Advisor,Compound Planning Highlands Ranch CO Private Residence,whitney.pappas@atomifinancial.com,,Salesforce
9614147,,li jack,,,feidao19888@gmail.com,,List import
11093626,Inactive Investor,Eugene Clapp,Director;Principal;Treasurer,"Penobscot Investment Management Company, Inc.",geneclapp@pimboston.com,,Salesforce
11019684,Inactive Investor,Daniel Kita,,"Raymond James Financial Services, Inc. Williamsburg VA 5216 Monticello Ave",daniel.kita@raymondjames.com,,Salesforce
11025114,Inactive Investor,James Walford,,State Farm VP Management Corp. Des Moines IA 3022 SE 14th St,james.walford.ecj9@statefarm.com,,Salesforce
11236409,Inactive Investor,Kyle Cross,Senior Vice President;Senior Wealth Manager,Lido,kcross@lidoadvisors.com,,Salesforce
10966747,Inactive Investor,Ryan Ransom,,"Raymond James Financial Services, Inc. Killeen TX 2100 Trimmier Rd",ryan.ransom@raymondjames.com,,Salesforce
10948640,Inactive Investor,Cooper Hanning,Financial Advisor,"MML Investors Services, LLC Wichita KS 6530 E 13th St N",channing@financialguide.com,,Salesforce
10878034,Inactive Investor,Rony Nehring Interiano,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",rony.nehring@ml.com,,Salesforce
11079178,Inactive Investor,Ye Su,Financial Advisor,LPL Financial LLC Chatsworth CA 19867 Prairie St,ye.su@lpl.com,,Salesforce
11077726,Inactive Investor,Ronnie Henderson,,J.P. Morgan Securities LLC Fresno CA 1380 W Shaw Ave,ronn.henderson@chase.com,,Salesforce
10817523,Inactive Investor,Thomas Gutterman,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",thomas.gutterman@wfadvisors.com,,Salesforce
11073009,Inactive Investor,Charles Belz,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,charles.belz@jpmorgan.com,,Salesforce
10778143,Inactive Investor,Theresa Unger,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,theresa.ellis@edwardjones.com,,Salesforce
10832186,Inactive Investor,Randolph Pelosi,,State Farm VP Management Corp. Stony Brook NY 1239 N Country Rd,randy.pelosi.c39h@statefarm.com,,Salesforce
337068,,Leda Braga,Chief Executive Officer,Systematica Investments Singapore Pte. Ltd,lbraga@systematica.com,656-704-5280,Manual List Upload
10483629,,John Butz,,,jbutz@abbnyc.com,,Web Form Fillout
374434,,Damon Johnson,,Morgan Stanley,damon.johnson@morganstanley.com,9497175480,Salesforce
220681,,David Wyly,,[Unknown],david@wyly.com,,Direct
11189535,Inactive Investor,Michael Rzepka,,"Cambridge Investment Research, Inc. Naperville IL Private Residence",mrzepka@cambridgesecure.com,,Salesforce
11105111,Inactive Investor,Justin Priola,,J.P. Morgan Securities LLC Prosper TX 1161 N Preston Rd,justin.priola@jpmorgan.com,,Salesforce
9563896,,Nicola Montenegri,,,nicola_montenegri@mckinsey.com,,List import
48380,,Nicholas McIntee,,GWN Securities Inc.,nmcintee@gwnsecurities.com,561-472-2700,
11152284,Inactive Investor,Roger Folkema,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",roger.a.folkema@ampf.com,,Salesforce
11020404,Inactive Investor,Ian Moore,,J.P. Morgan Securities LLC Willoughby OH 4850 Robinhood Dr,ian.moore@jpmorgan.com,,Salesforce
11254141,Inactive Investor,Kyle Mestayer,,"Raymond James Financial Services, Inc. Lake Charles LA 4904 Big Lake Rd",,,Salesforce
9598107,,Candace Barrett,,,cbarrett@gylfinsyn.com,,List import
11125965,Inactive Investor,Delwyn Cox,,"Avantax Investment Services, Inc. Bountiful UT Private Residence",,,Salesforce
11118702,Inactive Investor,Jennifer Serino,Senior Client Associate,UBS Financial Services Inc. Portland ME 1 City Ctr,jennifer.senecal@ubs.com,,Salesforce
10842493,Inactive Investor,John Brandon,Chief Compliance Officer;President,Atlantes Financial Advisors,,,Salesforce
11181975,Inactive Investor,Mark Dirou,,"Truist Investment Services, Inc. Sugar Land TX 4880 Sweetwater Blvd",,,Salesforce
10921347,Inactive Investor,Erin Dolan,Financial Advisor;Operations Manager,"Wells Fargo Advisors Financial Network, LLC Lafayette LA 326 Settlers Trace Blvd",erin.dolan@wfafinet.com,,Salesforce
11083060,Inactive Investor,Kenyon Wells,,"Ameritas Investment Company, LLC Overland Park KS 8102 W 131st Ct",kwells@ameritas.com,,Salesforce
11230726,Inactive Investor,Jackson Sosnowski,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",jackson.sosnowski@ampf.com,,Salesforce
204755,,A.J. Lawrence,,[[Unknown]],aj.lawrence@thejargroup.com,,Initial Salesforce Import
350539,,Bill Friebel,"Vice President, Investment Advisor Representative","Starfox Financial Services, Llc",bill@starfoxfinancial.com,281-764-8239,Manual List Upload
10792121,Inactive Investor,Shallon Febres,Financial Planning Associate;Portfolio Associate,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,shallon.fontanez@morganstanley.com,,Salesforce
343860,,Modern America,Parent Co.,"Mwa Financial Services, Inc.",mwoodmen@modern-woodmen.org,309-558-3100,Manual List Upload
10647313,,David Allen,,,david.allen@horacemann.com,,List Import
11014646,Inactive Investor,Joseph Brown,,Salem Partners LLC,jbrown@salempartners.com,,Salesforce
10930904,Inactive Investor,Nicholas Castellano,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,ncastellano@primerica.com,,Salesforce
10956757,Inactive Investor,Mark Santas,,"Harbour Investments, Inc. Beloit WI 2211 Cranston Rd",,,Salesforce
9644350,,Rishabb Suresh,,,rishmanu1@gmail.com,,List import
152474,,Alex Osei,,[Unknown],theonlywayiscrypto@gmail.com,,Organic Search
10924656,Inactive Investor,Rebecca Purdy,,"Wells Fargo Clearing Services, LLC Roanoke VA 4202 Melrose Ave NW",,,Salesforce
11017012,Inactive Investor,Ryan Koob,,LPL Financial LLC Saint Paul MN 4517 Allendale Dr,ryan.koob@lpl.com,,Salesforce
9635023,,Jon Althage,,,bkelly@capitaladv.com,,List import
334320,,Griffin Young,,Mercer Global Advisors Inc.,gyoung@merceradvisors.com,,
11012493,Inactive Investor,Holly Cecil,,"MML Investors Services, LLC Owensboro KY 1601 Frederica St",hcecil@financialguide.com,,Salesforce
9588524,,Oawiebekk Jsisjj,,,eirajojo21@gmail.com,,List import
188758,,Rick Roth,,[Unknown],rickroth@comcast.net,,source
9599528,,Brad Levin,,,blevin@legacywp.com,,List import
10606189,,Eliran Abekassis,"Financial Consultant, Portfolio Manager","Equitable Advisors, LLC",eliran.abekassis@equitable.com,212-408-9000,List Import
10840110,Inactive Investor,Peter Horstman,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,pete.horstman@lpl.com,,Salesforce
10846917,Inactive Investor,Mark Kirchmyer,Senior Financial Advisor,Silver Grove Advisory Services,mkirchmyer@silvergrovegroup.com,,Salesforce
11123867,Inactive Investor,Brandon Powell,,LPL Financial LLC Lexington SC 101 Park Place Ct,brandon.powell@lpl.com,,Salesforce
10805123,Inactive Investor,Sheila Baird,Chief Compliance Officer;Member,"Kimelman & Baird, LLC",sbaird@kimelmanbaird.com,,Salesforce
11072618,Inactive Investor,Lawrence Menconi,Team Administrator,Morgan Stanley Chicago IL 227 W Monroe St,lawrence.menconi@morganstanley.com,,Salesforce
9603464,,Mihai Voicu,,,mihai.alex.voicu@gmail.com,,List import
10856219,Inactive Investor,Michelle Rosenberg,,Cetera Financial Specialists LLC Spring Valley NY 2 Perlman Dr,michelle.rosenberg@ceterafs.com,,Salesforce
347028,,Juli-Ann Marquette,"Strategic Development, Client Advocacy","Element Wealth, Llc",juli-ann@myelementwealth.com,601-957-6006,Manual List Upload
10792227,Inactive Investor,Larry Kaufman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
248467,,J?r?me Guitton,Student, -,jerome@jeromeguitton.com,,Manual List Upload
11260403,Inactive Investor,Vincent Jacobs,Financial Advisor,LPL Financial LLC Huntington Beach CA 7561 Center Ave,,,Salesforce
11162096,Inactive Investor,Rebekah Porter,Regional Branch Manager;Vice President,LPL Financial LLC Bethesda MD Private Residence,rebekah.porter@lplfinancial.com,,Salesforce
9593857,,Cason Cusack,,,ccusack@ofgltd.com,,List import
11164332,Inactive Investor,Ali Arik,Registered Administrative Associate,LPL Financial LLC Newport Beach CA 5000 Birch St,ali.arik@lpl.com,,Salesforce
11187484,Inactive Investor,Cornelio Duarte,,J.P. Morgan Securities LLC Somerville MA 702 Grand Union Blvd,cornelio.duarte-pires@jpmorgan.com,,Salesforce
10657817,,Matthew Maloney,,,matthew.maloney@nb.com,,List Import
11050408,Inactive Investor,Joshua Parker,Wealth Advisor,"Buckingham Strategic Wealth, LLC Brentwood TN 8 Cadillac Dr",jparker@buckinghamgroup.com,,Salesforce
11048328,Inactive Investor,Mathew Kraut,Managing Director,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,mathew.kraut@jpmorgan.com,,Salesforce
10783292,Inactive Investor,Jonathan Bjoring,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",jonathan.bjoring@truist.com,,Salesforce
10657007,,Ryan Zink,,,rzink@pksinvest.com,,List Import
10880110,Inactive Investor,Nicholas Helgeson,Wealth Advisor,"Pinkerton Retirement Specialists, LLC",nhelgeson@pinkertonretirement.com,,Salesforce
11192906,Inactive Investor,Charlie Galante,Executive Director;Portfolio Management Director;Senior Portfolio Management Director;Senior Portfolio Manager;Senior Vice Presi,Morgan Stanley Seattle WA 601 Union St,charlie.galante@morganstanley.com,,Salesforce
6100340,,Tina M Johnson,,,lamok10113@letpays.com,,Web Form Fillout
9616580,,Nich Leech,,,nleech7657@aol.com,,List import
9597775,,Kenneth Grant,,,kgrant@carsoninstitutional.com,,List import
8480793,,Stephanie Sullivan,,RIA Channel,stephanie@riadatabase.com,(704) 540-2657,List Import
9567990,,Richard Kraner,,,rkraner@bdo.com,,List import
9599043,,Yvonne Cabral,,,yvonne@cabraladvisors.com,,List import
10617401,,Ryan Borstel,,,ryan.vonborstel@chase.com,,List Import
9606355,,Echo Gaskill,,,egaskill@stockmanbank.com,,List import
10771292,Inactive Investor,Kathryn Simpkins,Risk Officer,Morgan Stanley Sandy UT 200 W Civic Center Dr,kathryn.simpkins@morganstanley.com,,Salesforce
10828034,Inactive Investor,Aubrey Paganelli,Chief Operating Officer;Investment Advisor;Regulatory Contact,United Advisors America,apaganelli@unitedadvisors.com,,Salesforce
11047443,Inactive Investor,Michael Ferraro,Financial Advisor;Owner,"Ameriprise Financial Services, LLC Kingston NY 307 Wall St",michael.ferraro@ampf.com,,Salesforce
10806360,Inactive Investor,Stanley Tse,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 1200 Westlake Ave N",,,Salesforce
9581354,,Jeffrey Buckner,,,jbuckner@plancorp.com,,List import
197016,,Albert Sz,,cryptoIQ,alberts@alumni.sfu.ca,,Organic Search
10883702,Inactive Investor,Calen Mcginty,Financial Advisor,Edward Jones Carterville IL 1201 S Division St,calen.mcginty@edwardjones.com,,Salesforce
11083537,Inactive Investor,Vikram Malhotra,,J.P. Morgan Securities LLC Somerset NJ 940 Easton Ave,vikram.malhotra@jpmorgan.com,,Salesforce
10890333,Inactive Investor,Andrew Downing,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9598754,,Ethan Caskey,,,esc@harrenequity.com,,List import
10946132,Inactive Investor,Jordan Ireland,,"Osaic Wealth, Inc. North Sioux City SD 350 Oak Tree Ln",,,Salesforce
10845643,Inactive Investor,Aldric Johnson,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,ajohnson@ft.newyorklife.com,,Salesforce
11036060,Inactive Investor,Daniel Coblentz,,"Raymond James Financial Services, Inc. Huntsville AL 409 Madison St SE",daniel.coblentz@raymondjames.com,,Salesforce
11150664,Inactive Investor,Margaret Doornewerd,Financial Advisor,Edward Jones Spring Lake MI 17188 Van Wagoner Rd,maggie.doornewerd@edwardjones.com,,Salesforce
10779757,Inactive Investor,Roberta Arakaki,Portfolio Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,roberta.arakaki@morganstanley.com,,Salesforce
9580975,,Robert Abramowitz,,,robert.abramowitz@morganlewis.com,,List import
9648311,,dwayne richards,,,dwaynerichards@gmail.com,,List import
64557,,Corey Cox,Wealth Advisor,Thrivent Investment Management Inc.,corey.cox@thrivent.com,206-523-0009,
10988469,Inactive Investor,Christopher Crandle,,"Allstate Financial Services, LLC Southold NY 44655 County Road 48",,,Salesforce
11086666,Inactive Investor,Michael Cesnik,Financial Advisor,Edward Jones Winchester VA 3035 Valley Ave,mike.cesnik@edwardjones.com,,Salesforce
11030217,Inactive Investor,Krystin Eason,,"Wells Fargo Clearing Services, LLC Wilmington NC 3750 Oleander Dr",krystin.l.eason@wellsfargo.com,,Salesforce
10882280,Inactive Investor,Kimberly Keegan,Director - Operations;Private Wealth Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",kim.e.keegan@ampf.com,,Salesforce
11144064,Inactive Investor,Sabrina Chilson,Financial Consultant,LPL Financial LLC Elmira NY 100 W McCanns Blvd,sabrina.chilson@lpl.com,,Salesforce
10879535,Inactive Investor,Lucille Baik,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,lucille.baik@fidelity.com,,Salesforce
10875049,Inactive Investor,Robert Kernochan,,"Osaic FA, Inc. La Jolla CA 4250 Executive Sq",,,Salesforce
11139008,Inactive Investor,Russell Debonis,,LPL Financial LLC Melville NY 175 Broadhollow Rd,russ.debonis@lpl.com,,Salesforce
11087528,Inactive Investor,Erik Loranger,Vice President - Investments,"Raymond James & Associates, Inc. Portsmouth NH 29 Maplewood Ave",erik.loranger@raymondjames.com,,Salesforce
10915910,Inactive Investor,Paola Buendia,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10771342,Inactive Investor,Beth Rakin,,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",beth.rakin@wellsfargoadvisors.com,,Salesforce
11034674,Inactive Investor,Mukesh Patel,,"Allstate Financial Services, LLC San Antonio TX 12000 Huebner Rd",mukeshpatel@allstate.com,,Salesforce
10782160,Inactive Investor,Steven Siskin,,"Raymond James Financial Services, Inc. Encino CA 16133 Ventura Blvd",steven.siskin@raymondjames.com,,Salesforce
9638947,,Peter Rice,,,par@cb-partners.com,,List import
10939082,Inactive Investor,James Polmonari,,"The Leaders Group, Inc.",,,Salesforce
10895211,Inactive Investor,Emrich Stellar,,"Osaic FA, Inc. Allentown PA 4972 Medical Center Cir",,,Salesforce
11111399,Inactive Investor,Wesley Bayles,,J.P. Morgan Securities LLC Brentwood TN 288 Franklin Rd,wesley.bayles@jpmorgan.com,,Salesforce
10999037,Inactive Investor,Delon Fields,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10893554,Inactive Investor,Spencer James,,Jefferies LLC,,,Salesforce
10820248,Inactive Investor,Justin Riley,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,,,Salesforce
11219332,,Shu-Yuan Lai,,,shuyuan.lai@ceterafs.com,,Other
11006158,Inactive Investor,Sharon Hattenstein,,"Allstate Financial Services, LLC Fairhope AL 23690 US Hwy 98",,,Salesforce
10890691,Inactive Investor,Cara Macmillan,Financial Advisor,Edward Jones Olympia WA 830 Sleater Kinney Rd NE,cara.macmillan@edwardjones.com,,Salesforce
10905687,Inactive Investor,Constance Dupras,Investment Advisor Representative,Capital Assets Planning Incorporated,cdupras@capdupras.com,,Salesforce
10778144,Inactive Investor,Robert Yerger,,"Northwestern Mutual Investment Services, LLC Middlebury CT 1579 Straits Tpke",robert.yerger@nm.com,,Salesforce
10867655,Inactive Investor,David Streck,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,david.streck@jpmorgan.com,,Salesforce
11049929,Inactive Investor,Anthony Constantine,Investment Advisor Representative,LifeMark Securities Corp. Mentor OH 6979 Chairmans Ct,aconstantine@lifemark.com,,Salesforce
239746,,Scott Sheffer,CEO,Carnegie Wealth,ssheffer@carnegiewealth.com,,
11064254,Inactive Investor,Xiaoxu Wang,,NYLIFE Securities LLC Flushing NY 3902 Main St,xwang2@ft.newyorklife.com,,Salesforce
10819604,Inactive Investor,Julian Hillery,Research Analyst;Vice President - Investments,Davenport & Company LLC,,,Salesforce
9590380,,William Reiser,,,breiser@bonaventurecapital.net,,List import
10984032,Inactive Investor,Daniel Mcentee,,Cetera Advisor Networks LLC Raleigh NC 4141 Parklake Ave,,,Salesforce
9587825,,William Rapp,,,wrapp@capitalsynergypartners.com,,List import
10794273,Inactive Investor,Peter Niemczyk,,LPL Financial LLC Fletcher NC 3109A Hendersonville Rd,peter.niemczyk@lpl.com,,Salesforce
9599663,,Jack Dellafiora,,,jack.dellafiora@gladstonecompanies.com,,List import
9583142,,Karrie Spencer,,,k.spencer@fi.com,,List import
10856228,Inactive Investor,Scott Koser,Chief Compliance Officer;Director - Research;Managing Member,"Cornerstone Investment Management and Consulting, LLC",skoser@csimac.com,,Salesforce
11137590,Inactive Investor,Ryan Taylor,Wealth Manager,LPL Financial LLC Henrico VA 8100 Three Chopt Rd,ryan.m.taylor@lpl.com,,Salesforce
341316,,David Morgan,Non-executive Director,Waverton Investment Management Limited,dmorgan@johim.co.uk,004-420-74847496,Manual List Upload
10966338,Inactive Investor,Laura Elfter,,"Raymond James & Associates, Inc.",laura.elfter@raymondjames.com,,Salesforce
9642068,,John R Johnson,,,johnj1450@gmail.com,,List import
10822604,Inactive Investor,Denice McArtor,,Cetera Investment Services LLC Dekalb IL 555 Bethany Rd,denice.mcartor@ceterais.com,,Salesforce
10838027,Inactive Investor,Jose De La Lama,Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",jose.delalama@alexbrown.com,,Salesforce
9593006,,Parul Gupta,,,parulbytes@gmail.com,,List import
11179116,Inactive Investor,Linda Haycock,,Edward Jones Springfield VA 6369 Rolling Mill Pl,,,Salesforce
11162428,Inactive Investor,Michael Mendoza,Financial Consultant,LPL Financial LLC Rocky Hill CT 35 Cold Spring Rd,michael.mendoza@lpl.com,,Salesforce
11019430,Inactive Investor,Martin Gumowski,Associate Private Banker,"Citizens Securities, Inc. Fort Lee NJ 204 Main St",,,Salesforce
10870380,Inactive Investor,Tylor Radtke,Associate Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 6725 Mesa Ridge Rd",tylor.radtke@ampf.com,,Salesforce
10828792,Inactive Investor,John Hammons,Senior Vice President,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
11140568,Inactive Investor,Andrea Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",,,Salesforce
11080989,Inactive Investor,Seth Adamson,Financial Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,seth.adamson@ubs.com,,Salesforce
9580323,,Scott Ungar,,,sungar@blackdiamondwealth.com,,List import
10959460,Inactive Investor,Amy Dawkins,Co-Founder;Managing Partner,"Pettus & Dawkins Financial Group, LLC",adawkins@pdfgi.com,,Salesforce
11217312,,Michael Karstens,,,mike.karstens@schwab.com,,Other
11129918,Inactive Investor,Matthew Kishlansky,Principal;Senior Wealth Advisor,GenTrust New York NY 500 5th Ave,,,Salesforce
11189773,Inactive Investor,Katie Peeden,Senior Portfolio Strategist;Vice President,"First Citizens Investor Services, Inc.",katie.peeden@firstcitizens.com,,Salesforce
11177635,Inactive Investor,Mateo Pastrana,,"City National Securities, Inc.",mateo.pastrana@cnb.com,,Salesforce
10868180,Inactive Investor,Paul Leaverton,,"American Fidelity Securities, Inc.",paul.leaverton@af-group.com,,Salesforce
9633769,,Muthiga Ted,,,muthigat3d4@gmail.com,,List import
11000986,Inactive Investor,Patrick Connellan,Financial Advisor,"Osaic Wealth, Inc. Roseville CA 925 Highland Pointe Dr",,,Salesforce
10869040,Inactive Investor,Andrew Napoli,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,andrew.napoli@fmr.com,,Salesforce
11199284,Inactive Investor,Caroline Newell,Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,caroline.newell@jpmorgan.com,,Salesforce
11012539,Inactive Investor,Javier Oviedo,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",javier.oviedo@robinhood.com,,Salesforce
10769898,Inactive Investor,Andrea Golis,Chief Compliance Officer,Thrivent Investment Management Inc.,andrea.golis@thrivent.com,,Salesforce
10802007,Inactive Investor,Robert Burley,,LPL Financial LLC Burnsville MN 350 W Burnsville Pkwy,robert.burley@lpl.com,,Salesforce
11062399,Inactive Investor,Vincent Mattone,Wealth Advisor,"Advisors Capital Management, LLC",,,Salesforce
11025353,Inactive Investor,David Morales,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,david.morales.l4wt@statefarm.com,,Salesforce
10891198,Inactive Investor,Jonathon Allen,,LPL Financial LLC Ridgewood NJ 148 Prospect St,jon.allen@lpl.com,,Salesforce
11106211,Inactive Investor,Daniel Lovstad,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",daniel.e.lovstad@ampf.com,,Salesforce
10764885,Inactive Investor,David Herrman,,PNC Investments Owensboro KY 3013 Frederica St,david.herrman@pnc.com,,Salesforce
10910117,Inactive Investor,Nathan Heeg,Financial Associate,Thrivent Investment Management Inc. Marshfield WI 2001 S Central Ave,nate.heeg@thrivent.com,,Salesforce
11102433,Inactive Investor,Marcus McChriston,,J.P. Morgan Securities LLC Germantown TN 7708 Poplar Ave,marcus.mcchriston@jpmorgan.com,,Salesforce
11172297,Inactive Investor,Linda Young,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",l_young@ml.com,,Salesforce
11015251,Inactive Investor,Timothy Maynard,,"M&A Securities Group, Inc.",tmaynard@securities-group.com,,Salesforce
10364900,,tayfun bal,,,renawatech.2023@gmail.com,,Web Form Fillout
11170529,Inactive Investor,Matthew Donalds,,"MML Investors Services, LLC New York NY 90 Park Ave",mdonalds@massmutual.com,,Salesforce
9600175,,Tracy Urquiaga,,,turquiaga@czechamlp.com,,List import
106719,,Darrell Briscoe,,McClane Foodservices,darrell.briscoe@att.net,2148011322,
11063998,Inactive Investor,David Smith,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,davidmarksmith@primerica.com,,Salesforce
11254292,Inactive Investor,Taylor Williams,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
10823526,Inactive Investor,Eugene Adams,Investment Advisor Representative;Partner,Adams-Hansen & Associates,rick@adamshansen.com,,Salesforce
10959683,Inactive Investor,Carter Moffitt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,carter.moffitt@fidelity.com,,Salesforce
11176645,Inactive Investor,Eric Meisheri,Investment Manager;Member,Lifetime Equity Investments LLC,,,Salesforce
11008440,Inactive Investor,Standar Hammonds,,Fidelity Brokerage Services LLC,standar.hammonds@fmr.com,,Salesforce
11092475,Inactive Investor,Karl Heath,Financial Advisor,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",kheath@financialguide.com,,Salesforce
10862898,Inactive Investor,Benjamin Doughty,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Olympia WA 1018 Capitol Way S",,,Salesforce
11062751,Inactive Investor,Berris Long,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,berris.long@primerica.com,,Salesforce
371414,,Krishna Tripuraneni,,[Unknown],ktgastro@gmail.com,,Salesforce
11190960,Inactive Investor,Sharon Yu,Chief Compliance Officer;President,Yongchang Company Inc Duluth GA 2645 N Berkeley Lake Rd NW,,,Salesforce
11192263,Inactive Investor,Robert Fertman,Chief Compliance Officer;President,Bryn Mawr Wealth Management LLC,rfertman@brynmawrwealth.com,,Salesforce
6985126,,Ko Ko,,,nb9712258@gmail.com,,Web Form Fillout
10776289,Inactive Investor,Richard Ugolini,Executive Director,Morgan Stanley New York NY 1585 Broadway,richard.ugolini@morganstanley.com,,Salesforce
11065287,Inactive Investor,Marysol Flores Salazar,,MissionSquare Investment Services,,,Salesforce
11153698,Inactive Investor,Richard Bachand,,Cetera Advisor Networks LLC Avon CT 20 Tower Ln,,,Salesforce
10847379,Inactive Investor,Laura Rodriguez,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,laura.rodriguez.220@fmr.com,,Salesforce
9546226,,dave brady,,,dave@sebis.com,,List import
11130932,Inactive Investor,Carl Wiggins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Humble TX 9649 N Sam Houston Pkwy E",carl.wiggins@ml.com,,Salesforce
10758367,Inactive Investor,Shankar Iyer,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",s_iyer@ml.com,,Salesforce
91934,,Steven Levinson,Chief Compliance Officer,"Alcentra Ny, Llc",steven.levinson@alcentra.com,212-922-8240,Manual List Upload
94556,,Mark Vogel,President,"Mark Vogel Wealth Management, Llc",mark.vogel@gmail.com,973-228-9125,Manual List Upload
10965952,Inactive Investor,Joseph Fay,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10916359,Inactive Investor,Akshay Shah,,Citigroup Global Markets Inc.,,,Salesforce
9590630,,Dianne Calabrisotto,,,dcalabrisotto@siebertwilliams.com,,List import
9598765,,Nithin Mohan,,,nithinmohanb4u@gmail.com,,List import
10791154,Inactive Investor,Todd Shepherd,Partner;Wealth Manager,Creative Planning,todd.shepherd@creativeplanning.com,,Salesforce
9599205,,Don Rhomberg,,,don@jaffetilchin.com,,List import
10916312,Inactive Investor,Jennifer Shields,,"The Leaders Group, Inc.",jennifer@leadersgroup.net,,Salesforce
9622874,,Pierce Leasca,,,pierce.leasca@ms.com,,List import
10929824,Inactive Investor,Elias Reyna,,"Centaurus Financial, Inc. Merced CA Private Residence",,,Salesforce
9626662,,Jean Deal,,,jeanmariesalloum@gmail.com,,List import
10987413,Inactive Investor,William Shanahan,,J.P. Morgan Securities LLC Seattle WA 3820 Rainier Ave S,,,Salesforce
11039777,Inactive Investor,Jacob Nelson,Regional Vice President,PFS Investments Inc. Tulsa OK 2508 E 71st St,jacob.nelson@primerica.com,,Salesforce
10878629,Inactive Investor,Gregory Helge,,"LaSalle St Securities, L.L.C. Solomons MD Private Residence",ghelge@lasallest.com,,Salesforce
11141901,Inactive Investor,Brad Wagner,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",brad.f.wagner@ml.com,,Salesforce
10828801,Inactive Investor,Bernard Andersen,,Cetera Advisor Networks LLC Grandville MI 4120 Chicago Dr SW,,,Salesforce
10919116,Inactive Investor,Michael Biggus,Financial Advisor,"Voya Financial Advisors, Inc. Chicago IL 736 N Hudson Ave",michael.biggus@voyafa.com,,Salesforce
9568092,,Patricia Molitoris,,,pmm10414@gmail.com,,List import
10882035,Inactive Investor,James Walker,,Cape Securities Inc.,,,Salesforce
8480619,,Jon Brackmann,,Axxcess Wealth Management,brackmann@axxcesswealth.com,,List Import
11023594,Inactive Investor,Mark Randle,,J.P. Morgan Securities LLC Independence MO 17820 E 39th St S,mark.randle@jpmorgan.com,,Salesforce
191431,,Jophn King,,[Unknown],joking201@aol.com,,
10860282,Inactive Investor,Michael Harrison,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Gainesville FL 4140 NW 37th Pl",michael.harrison1@wellsfargo.com,,Salesforce
11101448,Inactive Investor,Michelle Peterson,,Cetera Advisor Networks LLC Hadley NY Private Residence,michelle.peterson@ceterawealth.com,,Salesforce
10950317,Inactive Investor,Jovianca Rodriguez Abreu,,J.P. Morgan Securities LLC Brooklyn NY 401 Flatbush Ave,jovianca.rodriguez-abreu@jpmorgan.com,,Salesforce
10906881,Inactive Investor,Jason Ferreira,,"Truist Investment Services, Inc. Charlotte NC 6869 Fairview Rd",jason.ferreira@truist.com,,Salesforce
9555471,,Randy Schmidt,,,randalljschmidt@outlook.com,,
11202307,Inactive Investor,Lyhen Fiallo,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,lfiallo@primerica.com,,Salesforce
11222616,,Barry Boscoe,,,barry.boscoe@brightonadvisory.com,,List Import
11043787,Inactive Investor,Robert Bradley,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",robert.bradley@nm.com,,Salesforce
11255397,Inactive Investor,John Wattles,Associate Wealth Advisor,"Cresset Asset Management, LLC Denver CO 1144 15th St",,,Salesforce
10881817,Inactive Investor,Collin Todd,Financial Planner;Principal,"ARC Advisers, LLC",ctodd@arcadvisers.net,,Salesforce
204145,,David Dodson,,[Unknown],stringwise23@gmail.com,,
10604880,,Jasper Wentilis,,,www.wentilis@gmail.com,,Web Form Fillout
11058963,Inactive Investor,Carol Ng,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
333032,,Dave Hardin,,"CITY CENTER ADVISORS, LLC",dave@citycenterfinancial.com,,
11207221,Inactive Investor,Andrew Bauman,Analyst;Chief Operations Officer,"Three Peaks Capital Management, LLC",,,Salesforce
11007025,Inactive Investor,Robert Hepler,,"Voya Financial Advisors, Inc.",robert.hepler@voya.com,,Salesforce
10949186,Inactive Investor,Sean Lamb,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Fort Lauderdale FL Private Residence",slamb@beaconpointe.com,,Salesforce
10659835,,Elizabeth Steeno,,,beth.steeno@thrivent.com,,List Import
10801297,Inactive Investor,James Hay,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,james.hay@ubs.com,,Salesforce
341061,,Philippe Ferneini,Vice President,Glendower Capital,philippe.ferneini@glendowercapital.com,121-265-38400,Manual List Upload
229116,, -,,[[Unknown]],doreneblanchard@hotmail.com,,Paid Search
10757158,Inactive Investor,George Mantzoros,Financial Planner,"Pruco Securities, LLC. Doylestown PA 1980 S Easton Rd",george.mantzoros@prudential.com,,Salesforce
11146142,Inactive Investor,Donald McLaughlin,Chief Investment Officer;Founder;President,"McLaughlin Asset Management, Inc.",,,Salesforce
219844,,Dylan Finch,,[Unknown],galaxstar132@gmail.com,,
9543913,,Robert Moodey,,,tmoodey@sophoscap.com,,List import
11217666,,Jennifer Nelson,,,jennifer.l.nelson@chase.com,,List Import
9634545,,Brent Forrest,,,brent@brentforrest.com,,List import
11192235,Inactive Investor,William Angino,Chief Compliance Officer;Executive Vice President,Fischer Financial Services Inc,wangino@fischerfinancialservices.com,,Salesforce
11184129,Inactive Investor,Ricardo Colonello Saccardo,,Itau International Securities Inc.,,,Salesforce
11143599,Inactive Investor,Eric Tiller,,"Raymond James Financial Services, Inc. Portage MI 3810 W Centre Ave",eric.tiller@raymondjames.com,,Salesforce
10910778,Inactive Investor,Kathleen Finley,,"Raymond James Financial Services, Inc. Allen TX 700 Central Expy S",kathleen.finley@raymondjames.com,,Salesforce
11001274,Inactive Investor,Christopher Georgopoulos,Director;Wealth Advisor,"Cresset Asset Management, LLC West Palm Beach FL 525 Okeechobee Blvd",cgeorgopoulos@cressetcapital.com,,Salesforce
10809566,Inactive Investor,Robert Troyano,,"Grove Point Investments, LLC Saddle Brook NJ 299 Market St",rtroyano@hbeckinc.com,,Salesforce
9640289,,Richard Cawthorne,,,rcawthorne@beacontrust.com,,List import
11189151,Inactive Investor,Nicholas Barulic,,J.P. Morgan Securities LLC Neptune Beach FL 650 Atlantic Blvd,nicholas.barulic@jpmorgan.com,,Salesforce
9583660,,James Trujillo,,,jtrujillo@redw.com,,List import
10842031,Inactive Investor,John Kuchmak,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",john.kuchmak@equitable.com,,Salesforce
11069836,Inactive Investor,Gavin Hutto,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11071943,Inactive Investor,Moira Wilkins,,J.P. Morgan Securities LLC Moline IL 501 15th St,moira.wilkins@jpmorgan.com,,Salesforce
10574661,,Doo Kim,,,smoke8181@naver.com,,Web form fillout
339359,,Jeremy Jones,Chief Investment Officer,Young Richard C & Co Ltd,jjones@younginvestments.com,401-849-2137,Manual List Upload
10860954,Inactive Investor,Gerald Barnard,Owner,B4 Financial Planning,,,Salesforce
10880552,Inactive Investor,Michael Kreft,Chief Compliance Officer;President;Shareholder,"Palmetto Coast Advisors, Inc.",mike@palmettocoastwm.com,,Salesforce
10958797,Inactive Investor,Scott Mahlum,,"Osaic Wealth, Inc. Mondovi WI 245 S Eau Claire St",,,Salesforce
11148982,Inactive Investor,Pablo Miranda,,"Wells Fargo Clearing Services, LLC Birmingham AL 5953 Chalkville Mountain Rd",,,Salesforce
11191917,Inactive Investor,Maxwell Hoffman,,Commonwealth Financial Network Durham NC 1816 Front St,mhoffman@commonwealth.com,,Salesforce
11201424,Inactive Investor,Jerry Shirley,,"Avantax Investment Services, Inc. Troy AL 1223 S Brundidge St",,,Salesforce
161568,,Bernard Tan,,[Unknown],bernardmailman@yahoo.com,,Direct
10848229,Inactive Investor,Michelle Konstantarakis,Chief Compliance Officer;Investment Consultant;Vice President,The Investment Counsel Company,michelle@iccnv.com,,Salesforce
11050998,Inactive Investor,Enrique Lerner,Financial Advisor;Portfolio Manager,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,rick.lerner@morganstanley.com,,Salesforce
11104794,Inactive Investor,John Siracusa,Investment Advisor Representative,"Equitable Advisors, LLC Saint Louis MO 1610 Des Peres Rd",john.siracusa@equitable.com,,Salesforce
11063815,Inactive Investor,Katherine Sikkenga,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10488935,,Ihab Elibiary,"Private Client Advisor, Vice President",J.P. Morgan Securities LLC Plano TX 5020 W Park Blvd,ihab.elibiary@jpmorgan.com,,List Import
10947458,Inactive Investor,Mark Whitaker,Chief Compliance Officer;Founder;Retirement Advisor,Retirement Advice LLC,,,Salesforce
11102077,Inactive Investor,Mark Mchale,,"Sanford C. Bernstein & Co., LLC",mark.mchale@bernstein.com,,Salesforce
11140998,Inactive Investor,Aristo Arana,,"Centaurus Financial, Inc. Spokane WA 216 W Pacific Ave",aarana@cfiemail.com,,Salesforce
10833777,Inactive Investor,James Leventis,Financial Professional,"Equitable Advisors, LLC Plymouth MI 1255 S Main St",james.leventis@equitable.com,,Salesforce
11219176,,John Post,,,jpost@cadaretgrant.com,,Other
10919941,Inactive Investor,Adria Castleman,Financial Advisor,Edward Jones Hot Springs National Park AR 5500 Central Ave,adria.castleman@edwardjones.com,,Salesforce
11161903,Inactive Investor,Ashley King,Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",ashley.king@wellsfargoadvisors.com,,Salesforce
11156045,Inactive Investor,James Hill,Financial Advisor,LPL Financial LLC Richmond Hill GA Private Residence,jackson.hill@lpl.com,,Salesforce
10818977,Inactive Investor,Joyce Emmell,,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",,,Salesforce
9598794,,Andrea Stimmel,,,astimmel@mairsandpower.com,,List import
10767542,Inactive Investor,Norman Conley,Chief Executive Officer;Chief Investment Officer;President,JAG Capital Management LLC,nconley@jagcapm.com,,Salesforce
351254,,Caleb Silver,Editor-In-Chief,"Sjbenen Advisory, Llc",caleb.silver@investopedia.com,919-913-4655,Manual List Upload
11085712,Inactive Investor,Joseph Schaefer,Private Client Advisor,J.P. Morgan Securities LLC Findlay OH 500 S Main St,joseph.p.schaefer@jpmorgan.com,,Salesforce
11149721,Inactive Investor,Scott Read,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,scott.read@fidelity.com,,Salesforce
9592256,,Chinju Pius,,,chinju.pius@gmail.com,,List import
11067019,Inactive Investor,Alex Stolper,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",alex.stolper@wellsfargoadvisors.com,,Salesforce
224122,,Michele Hodges,,United States,mickhodges@comcast.net,,
10806658,Inactive Investor,Chazius Stephens,Relationship Manager,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11082171,Inactive Investor,Priya Ramchandran,,Vanguard Marketing Corporation,priya_ramchandran@vanguard.com,,Salesforce
9609231,,luca molinari,,,luca.molinari59@gmail.com,,List import
336932,,Mary Hawes,Investor Relations Associate,Tailwind Capital,mhawes@tailwind.com,212-271-3800,Manual List Upload
11174192,Inactive Investor,Michael Corrigan,Investment Advisor,"Harvest Investment Services, LLC",,,Salesforce
11018394,Inactive Investor,Brian Sullivan,,"Osaic Institutions, Inc. Lindenhurst NY 151 Sunrise Hwy",bsullivan@infinexgroup.com,,Salesforce
9590336,,Mohammed azzee,,,mo.azzee@gmail.com,,List import
69354,,Jana Woodhouse,"Branch Office Manager, Investment Advisor Representative","Transamerica Financial Advisors, Inc",jana.woodhouse@transamerica.com,646-375-2121,
9628933,,Mika Teodori,,,mika.teodori@firstmidwest.com,,List import
10971499,Inactive Investor,James Buter,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",james.buter@schwab.com,,Salesforce
10894133,Inactive Investor,Adam Izaac,,"CNR Securities, LLC Beverly Hills CA 400 N Roxbury Dr",adam.izaac@cnr.com,,Salesforce
10904288,Inactive Investor,Coleen Hamilton,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,coleen.hamilton@primerica.com,,Salesforce
11175196,Inactive Investor,Adriana Perez,Private Client Advisor,J.P. Morgan Securities LLC Hialeah FL 15424 NW 77th Ct,adriana.c.perez@chase.com,,Salesforce
11114782,Inactive Investor,Zachary Kriftcher,,"MML Investors Services, LLC New York NY 90 Park Ave",zkriftcher@massmutual.com,,Salesforce
11046343,Inactive Investor,William Onorato,Senior Wealth Strategist,RKL Private Wealth,,,Salesforce
349926,,Haley Haustein,Investor Relations Associate,"Ovation Partners, Lp",haley.haustein@ovationpartners.com,512-647-6060,Manual List Upload
10971092,Inactive Investor,Kevin Schlarman,,United Planners' Financial Services of America A Limited Partner Sidney OH 100 S Main Ave,,,Salesforce
162399,,g li,,[Unknown],cheng45@gmail.com,,
8480915,,David Nolan,,Gama,david.nolan@mac.com,(040) 988-1910,List Import
10783736,Inactive Investor,George Morse,Financial Advisor,Edward Jones Harrisonville MO 200 W Wall St,george.morse@edwardjones.com,,Salesforce
11000211,Inactive Investor,Reed Clemons,Financial Advisor,Momentum Independent Network Inc. Austin TX 3305 Northland Dr,reed.clemons@momentumin.com,,Salesforce
11059903,Inactive Investor,Asim Hamid,,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,asim.hamid@jpmorgan.com,,Salesforce
11020936,Inactive Investor,William Berry,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,williamkberry@primerica.com,,Salesforce
11162039,Inactive Investor,Donald Kim,Chief Executive Officer,Positive Delta Asset Management LLC,donaldkim@positivedelta.com,,Salesforce
10606151,,Steven Horn,"Portfolio Manager, Wealth Advisor","Realta Investment Advisors, Inc",shorn@coastal-one.com,332-373-2008,List Import
10760970,Inactive Investor,Robert Zabel,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",r_zabel@ml.com,,Salesforce
10918008,Inactive Investor,Alana Smith,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",alana.grandau@nm.com,,Salesforce
10816546,Inactive Investor,Jay Sanders,,"FBL Marketing Services, LLC Oskaloosa KS 504 Liberty",jay.sanders@fbfs.com,,Salesforce
11092675,Inactive Investor,Danny Brimhall,,"Raymond James Financial Services, Inc. Mesa AZ 1635 N Greenfield Rd",dan.brimhall@raymondjames.com,,Salesforce
10937566,Inactive Investor,Paul Sebetic,Chief Compliance Officer;Founder;Managing Member,"Sebetic Advisors, LLC",paul@sebeticadvisors.com,,Salesforce
11050125,Inactive Investor,Andres Pimentel,,Kovack Securities Inc. Wesley Chapel FL 30740 State Road 54,andres@kovacksecurities.com,,Salesforce
9643171,,Frankie Beckett,,,goldandblack1@hotmail.co.uk,,List import
11121657,Inactive Investor,Alan Davidson,Financial Advisor,LPL Financial LLC San Antonio TX 211 N Loop 1604 E,al.davidson@lpl.com,,Salesforce
10797200,Inactive Investor,Harold Vaughn,,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,,,Salesforce
10787546,Inactive Investor,Mercedes Herrera,Senior Manager - Wealth Management;Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10890205,Inactive Investor,Luke Campbell,Financial Advisor,Edward Jones Rogers AR 3169 W Walnut St,luke.campbell@edwardjones.com,,Salesforce
11046191,Inactive Investor,Graham Wolfram,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",graham.wolfram@ml.com,,Salesforce
10968006,Inactive Investor,Salvatore Catapano,,"Alexander Capital, L.P. Staten Island NY 5379 Arthur Kill Rd",scatapano@alexandercapitallp.com,,Salesforce
10576033,,mahmoud mamdouh,,,mamdouhm978@gmail.com,,Web Form Fillout
9558509,,David Lerner,,,lerner.david@principal.com,,List import
10753448,Inactive Investor,Carolyn Nelson,Senior Wealth Strategy Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,carolyn.nelson@ubs.com,,Salesforce
11104327,Inactive Investor,Robert Morse,Chief Executive Officer;Chief Investment Officer;President;Regulatory Contact;Senior Portfolio Manager,"Morse Asset Management, Inc. New York NY 805 3rd Ave",rob.morse@morseasset.com,,Salesforce
2727723,,nayeem islam,,,mohammadnayeem02727@gmail.com,,
168753,,Robert Thuleen,,[Unknown],rob.thuleen@gmail.com,,
11176598,Inactive Investor,David Blackwelder,,Citigroup Global Markets Inc.,david.blackwelder@citigroup.com,,Salesforce
10937915,Inactive Investor,Michael Panagoulias,,D.A. Davidson & Co. South Berwick ME Private Residence,,,Salesforce
9563531,,Janet Vogel,,,janet.vogel@lfg.com,,List import
226464,, -,,[[Unknown]],cwhcrypto@gmail.com,,Initial Salesforce Import
11029661,Inactive Investor,Halima Strong,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,strong.halimaiman@primerica.com,,Salesforce
10996848,Inactive Investor,Marc Russell,,"DFPG Investments, LLC Orem UT 462 E 800 N",,,Salesforce
343785,,Vicki Schauer,Financial Planning Specialist,"Coyle Financial Counsel, Llc",vschauer@coylefinancial.com,847-441-5644,Manual List Upload
11167788,Inactive Investor,Jason Zimmerman,,"Kingswood Capital Partners, LLC Birmingham MI 111 W Merrill St",,,Salesforce
10886943,Inactive Investor,Samuel Swenson,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
9788416,,Matt Scoble,,,scoblematthew@gmail.com,7039552422,Web Form Fillout
11160102,Inactive Investor,Catherine Coakley,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",catherine_coakley@ml.com,,Salesforce
10872846,Inactive Investor,John Levitt,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Garden City NY 1001 Franklin Ave",john.levitt@ampf.com,,Salesforce
11090812,Inactive Investor,Christopher Brach,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 14374 Narcoossee Rd",chris.brach@ml.com,,Salesforce
9595960,,John Tassone,,,jtassone@lidoadvisors.com,,List import
11180754,Inactive Investor,Michael Warch,,"Valley National Investments, Inc.",mwarch@valleynationalgroup.com,,Salesforce
10759785,Inactive Investor,Douglas Morgan,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",dkurt_morgan@ml.com,,Salesforce
11179695,Inactive Investor,Christopher Giaimo,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",chris.giaimo@raymondjames.com,,Salesforce
10801999,Inactive Investor,Andre Fontenot,Corporate Retirement Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,andre.fontenot@morganstanley.com,,Salesforce
11238578,Inactive Investor,Nausheen Hussain,,"Madison International Realty Holdings, LLC",nhussain@madisonint.com,,Salesforce
9635961,,Sandie Maynard,,,smaynard@stage2planning.com,,List import
11100811,Inactive Investor,Shannon Mehls,,"Cambridge Investment Research, Inc. New Richmond WI 150 W 1st St",,,Salesforce
10792047,Inactive Investor,Jonathon Watt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,jonathon.watt@fidelity.com,,Salesforce
11049183,Inactive Investor,Angella Powell-Smithen,,"Pruco Securities, LLC. Newark NJ 213 Washington St",angella.powellsmithen@prudential.com,,Salesforce
10961425,Inactive Investor,Amanda Simmons,,"Wells Fargo Clearing Services, LLC Urbandale IA 8301 Douglas Ave",amanda.l.simmons@wellsfargo.com,,Salesforce
10644737,,Min-Ho Kim,,,mhkim@rwbaird.com,,List Import
10882935,Inactive Investor,Melanie McDonald,Chief Compliance Officer;Partner;Vice President,Pursuit Wealth Management LLC,mmcdonald@pursuitwealth.com,,Salesforce
11099116,Inactive Investor,Charles Hillyer,Client Service Associate,Morgan Stanley Annapolis MD 410 Severn Ave,chase.hillyer@morganstanley.com,,Salesforce
10797821,Inactive Investor,Susan Baker,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,,,Salesforce
10814823,Inactive Investor,Isaac Brewer,Managing Director,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,ibrewer@rwbaird.com,,Salesforce
10835791,Inactive Investor,Marlene Muscovich,Financial Advisor,LPL Financial LLC Cleveland OH 21800 Lorain Rd,marlene.muscovich@lpl.com,,Salesforce
9560095,,David Calloway,,,david.calloway@thrivent.com,,List import
10908861,Inactive Investor,Michael Ross,Chief Financial Officer;Chief Investment Officer,"T.R.U.E. Coastal Capital, LLC",,,Salesforce
219164,,Erika Maschmeyer,,[Unknown],emaschmeyer@gmail.com,,Direct
10859811,Inactive Investor,Gary Cowles,,Advisor Resource Council Richardson TX 3400 N Central Expy,,,Salesforce
10856179,Inactive Investor,Kelly Pachelo-Forehand,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",kforehand@financialguide.com,,Salesforce
10856970,Inactive Investor,Chad Williams,Financial Advisor,Edward Jones Leesburg VA 210 Wirt St SW,chad.williams@edwardjones.com,,Salesforce
11234445,Inactive Investor,Christopher Nardi,,Cary Street Partners Tampa FL 2502 N Rocky Point Dr,,,Salesforce
10967964,Inactive Investor,Zachary Wood,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9608369,,Katesopon Polsane,,,katesoponpolsane@gmail.com,,List import
10996852,Inactive Investor,Alara Gurler,,J.P. Morgan Securities LLC Brookline MA 1364 Beacon St,alara.gurler@chase.com,,Salesforce
11143335,Inactive Investor,Richard Lewis,,"MML Investors Services, LLC Fremont CA Private Residence",richardlewis@financialguide.com,,Salesforce
10985236,Inactive Investor,Megan Fishman,,J.P. Morgan Securities LLC Palmdale CA 38042 47th St E,,,Salesforce
11123314,Inactive Investor,Daniela Basile Dinapoli,,Goldman Sachs & Co.,,,Salesforce
11023997,Inactive Investor,William Freemon,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,william.freemon@primerica.com,,Salesforce
11164666,Inactive Investor,Jamie Policare,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",,,Salesforce
11002949,Inactive Investor,Samer Alshaar,,J.P. Morgan Securities LLC Fremont CA 38980 Fremont Blvd,samer.alshaar@jpmorgan.com,,Salesforce
90538,,Michael Cason,Principal,Prairie Sky Financial Group,michael.cason@prairieskyfg.com,847-512-8820,Manual List Upload
11145849,Inactive Investor,Valerie Wilson,Portfolio Associate,Morgan Stanley Seattle WA 601 Union St,valerie.wilson@morganstanley.com,,Salesforce
10929454,Inactive Investor,Genesis Vergara,,Goldman Sachs & Co.,,,Salesforce
10909709,Inactive Investor,James Long,Director - Investments,Planning Alternatives Ltd,jim.long@planningalt.com,,Salesforce
10779631,Inactive Investor,Dana Lambert,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,dana.lambert@morganstanley.com,,Salesforce
10777503,Inactive Investor,Tate Haire,Family Wealth Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,,,Salesforce
209754,,Christopher Hasircoglu,Owner,"Lancaster County Financial Group, Llc",chris@lcfgllc.com,717-435-9165,Manual List Upload
11127775,Inactive Investor,Benjamin Burklow,Associate Financial Advisor;Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Parsippany NJ 4 Century Dr",benjamin.t.burklow@ampf.com,,Salesforce
10921679,Inactive Investor,Anapaula Ishikawa,Associate Banker;Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10936554,Inactive Investor,Joshua Stelzer,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9618476,,Jacob Mase,,,jmase@ngalp.com,,List import
11132561,Inactive Investor,Gayle Cox,President,"Cox & Company Investment Advisors, Inc. Lavernia TX Private Residence",,,Salesforce
10764858,Inactive Investor,Kim Pino,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",kim.pino@ml.com,,Salesforce
335149,,Andrea Deutsch,Owner,Mosaic Pacific Investment Advisors,andrea@mosaicpacific.com,808-591-1200,Manual List Upload
11054767,Inactive Investor,Roger Emans,,PFS Investments Inc. Saint George UT 135 N 900 E,roger.emans@primerica.com,,Salesforce
11166876,Inactive Investor,Eric Riedinger,,"Fifth Third Securities, Inc. Columbus OH 21 E State St",eric.riedinger@53.com,,Salesforce
10772203,Inactive Investor,Seth Medalie,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,seth_medalie@glic.com,,Salesforce
11175742,Inactive Investor,Michael Cummins,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
6138,, -,,[[Unknown]],selectron-kevin.cho@hotmail.com,,Initial Salesforce Import
10909345,Inactive Investor,Thomas Kern,,"R. Seelaus & Co., LLC",tkern@rseelaus.com,,Salesforce
10975508,Inactive Investor,Nicholas Hood,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",nhood@financialguide.com,,Salesforce
11175750,Inactive Investor,Scott Hankey,,Goldman Sachs & Co. Houston TX 609 Main St,scott.hankey@gs.com,,Salesforce
10928390,Inactive Investor,Clay Howell,,"Lion Street Financial, LLC Austin TX 1250 S Capital of Texas Hwy",chowell@lionstreet.com,,Salesforce
36664,,Robert Morse,"Financial Consultant, Lead Financial Consultant",Thrivent Investment Management Inc.,robert.morse@thrivent.com,215-431-8171,
11020714,Inactive Investor,Gregory Stein,Financial Professional,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",gstein@financialguide.com,,Salesforce
9616007,,Jacob Rinaldi,,,fredchehampton@gmail.com,,List import
9639750,,Andrew Klocke,,,klocke@prairiecapital.com,,List import
10872000,Inactive Investor,Ricardo Astacio-Felix,Investment Advisor Representative,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,ricardo.astaciofelix@primerica.com,,Salesforce
11239079,Inactive Investor,Matt Opsahl,,U.S. Energy Development Corporation,mopsahl@usedc.com,,Salesforce
11261241,Inactive Investor,Matt Kalabokes,Associate Wealth Advisor,"FPC Investment Advisory, Inc.",matt@fpcwealth.com,,Salesforce
10839051,Inactive Investor,Paul Karlitz,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",pkarlitz@financialguide.com,,Salesforce
10647655,,David Nash,,,david.m.nash@wellsfargoadvisors.com,,List Import
341527,,Fergus Healy,"Director, Chief Operating Officer, senior Managing Director",Wafra Inc.,f.healy@wafra.com,212-759-3700,Manual List Upload
11238208,Inactive Investor,charles yurick,,International Discount Investors,cyurick@iditn.com,,Salesforce
160086,,J B,,[Unknown],jbain26646@yahoo.com,,
10905042,Inactive Investor,Charles Clement,Chief Operating Officer;Managing Member;President;Regulatory Contact,"James River Asset Management, LLC",cclement@jrwealth.com,,Salesforce
6064737,,William B Smith,,,xinese6663@chnlog.com,,Web Form Fillout
11208811,Inactive Investor,Paul Kuhn,Senior Wealth Advisor,"Omega Financial Group, LLC",paul.kuhn@omegafingroup.com,,Salesforce
11028243,Inactive Investor,Kimani Nelson,,J.P. Morgan Securities LLC Avondale AZ 1545 N Dysart Rd,,,Salesforce
10959875,Inactive Investor,Meredith Henry,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,meredith.henry@lpl.com,,Salesforce
11071970,Inactive Investor,Charles Mackay,Financial Advisor,LPL Financial LLC La Jolla CA 7777 Fay Ave,charles.mackay@lpl.com,,Salesforce
169430,,Will Kersh,,[Unknown],wkersh@yahoo.com,,Organic Search
10829921,Inactive Investor,Terry Maxwell,Investment Advisor;President,Maxwell Investment Advisory Services,terry@maxwelladvisory.com,,Salesforce
11238411,Inactive Investor,Daniel Cohen,,"Cohen & Company Financial Management, Llc",dcohen@cohenandcompany.com,,Salesforce
11060588,Inactive Investor,William Gaffey,Chief Compliance Officer;Vice President,Aufman Associates Inc,gaffey@aufman.net,,Salesforce
10824261,Inactive Investor,Jon Rogers,Member,"Rogers Financial Advisory Group, LLC",,,Salesforce
10846172,Inactive Investor,Devin Clement,Financial Advisor,"Ameriprise Financial Services, LLC Easley SC 806 Powdersville Rd",devin.l.clement@ampf.com,,Salesforce
219512,,Dan Overkamp,,United States,kamper1966@gmail.com,,
9629230,,Jeff Saari,,,1visionary@gmail.com,,List import
11035745,Inactive Investor,Robert Trask,Financial Advisor,Edward Jones Beaufort SC 95 Sea Island Pkwy,robert.trask@edwardjones.com,,Salesforce
345427,,J. Davis,Financial Advisor,"Wealth Management Advisors, Llc",scott@wwmadvisors.com,864-236-4706,Manual List Upload
10843674,Inactive Investor,Deborah Sullivan,Financial Advisor;First Vice President - Wealth Management;Resident Manager;Senior Vice President,Morgan Stanley San Luis Obispo CA 1321 Osos St,deborah.sullivan@morganstanley.com,,Salesforce
9556084,,James Story,,,jamie.story@valic.com,,List import
9566751,,jeffrey warnock,,,jwarnock@burnhamgibson.com,,List Import
10976445,Inactive Investor,Michelle Schmitz,,LPL Financial LLC Milwaukee WI 790 N Water St,michelle.schmitz@lpl.com,,Salesforce
9640340,,Nick Pagano,,,npagano@americanbible.org,,List import
11013567,Inactive Investor,Linsey Rochon,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,linsey.rochon@thrivent.com,,Salesforce
11131607,Inactive Investor,Jon Beyrer,Chief Compliance Officer;Director;Director - Wealth Management;Wealth Management Officer,"Blankinship & Foster, LLC",beyrer@bfadvisors.com,,Salesforce
10887860,Inactive Investor,Shari Reffsin,,Commonwealth Financial Network Pearl River NY 1 Blue Hill Plz,sreffsin@commonwealth.com,,Salesforce
10905923,Inactive Investor,Kristen Langer,,LPL Financial LLC Hopkins MN 601 Carlson Pkwy,kristen.langer@lpl.com,,Salesforce
10768303,Inactive Investor,Richard O'Neil,Analyst;Partner;Portfolio Manager,"Cooke & Bieler, L.P.",,,Salesforce
345212,,Mark Samel,Member,Choice Asset Management Llc,moshe@choiceam.com,732-367-6244,Manual List Upload
10965917,Inactive Investor,Arthi Kumar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9612840,,Zachary Finkelstein,,,zacharybfinkelstein@gmail.com,,List import
11156364,Inactive Investor,Samuel Bailie,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10948341,Inactive Investor,Rebecca Keesling,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11035772,Inactive Investor,Matthew McGroarty,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",matthew.mcgroarty@wellsfargoadvisors.com,,Salesforce
11216915,,Brett Buchalter,,,bbuchalter@nb.com,,Other
11055255,Inactive Investor,Douglas Mellert,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",doug_mellert@ml.com,,Salesforce
163895,,Andrew Malek,,[Unknown],andrewmalekuk@gmail.com,,Other
342170,,Peter Garran,Partner,Great Hill Partners,pgarran@greathillpartners.com,617-790-9400,Manual List Upload
11089112,Inactive Investor,Ashley Brown,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,abrown@rwbaird.com,,Salesforce
9568090,,Mark Herbert,,,portfoliocraft@gmail.com,,List import
10901958,Inactive Investor,Antonio Chiuchiolo,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",,,Salesforce
245744,,Not Provided,Executive Director,The FACT Coalition,igary@thefactcoalition.org,,Manual List Upload
11131323,Inactive Investor,Alexandria Thomas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9556512,,John Kirkpatrick,,,jmkirkpatrick@hbretirement.com,,List import
10815236,Inactive Investor,Dwain Dadoly,,"Wells Fargo Advisors Financial Network, LLC Hyannis MA 33 Bassett Ln",dwain.dadoly@wellsfargoadvisors.com,,Salesforce
10834531,Inactive Investor,Elias Weber,Client Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,elias.weber@ubs.com,,Salesforce
10967423,Inactive Investor,Brady Ingle,,"Farmers Financial Solutions, LLC Rowlett TX 8212 Liberty Grove Rd",bingle@farmersagent.com,,Salesforce
10856743,Inactive Investor,Rachel Hacker,Chief Executive Officer;President;Regulatory Contact,"Creekside Capital, Inc.",rachel@creeksidecapitalinc.com,,Salesforce
10840172,Inactive Investor,Corey Phillips,Financial Advisor,Edward Jones Greenville SC 880 S Pleasantburg Dr,corey.phillips@edwardjones.com,,Salesforce
9642261,,Charlotte Thomas,,,pcharlott@aol.com,,List import
9611003,,Jesse lesuer,,,lesuerc1@me.com,,List import
10487094,,Joshua Jasien,Retirement Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",josh.jasien@bofa.com,,List Import
10612540,,Cheryl Rambler-Goveia,"Financial Advisor, Vice President",,cheryl.rambler-goveia@ampf.com,,List Import
89346,,David Lambert,"Senior Managing Director, Wealth Advisor","First Republic Investment Management, Inc.",dlambert@firstrepublic.com,617-737-1828,
11187787,Inactive Investor,Matthew Conway,Institutional Consultant,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,matthew.conway1@msgraystone.com,,Salesforce
9552969,,John Morgensen,,,john@morgensen.com,,List import
10774170,Inactive Investor,Patrick Friderich,Vice President,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,patrick.friderich@primerica.com,,Salesforce
10972920,Inactive Investor,Cynthia Kuhn,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
9588890,,justin sucato,,,justin.sucato@blusky-advisors.com,,List import
11188029,Inactive Investor,Dawna Perry,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",dawna.perry@schwab.com,,Salesforce
11162589,Inactive Investor,Robert Kane,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,kaner1@ceteranetworks.com,,Salesforce
10798330,Inactive Investor,Ryan Barnett,Financial Professional,"Equitable Advisors, LLC West Chester OH Private Residence",ryan.barnett@equitable.com,,Salesforce
11078361,Inactive Investor,Elizabeth Alles,Financial Advisor,"Ameriprise Financial Services, LLC Evansville IN 7517 Eagle Crest Blvd",elizabeth.alles@ampf.com,,Salesforce
11065738,Inactive Investor,Michael Hairston,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
10828932,Inactive Investor,Patrick Lambert,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",plambert@noblecapitalmarkets.com,,Salesforce
9567881,,Samuil Seirski,,,sam.dimhlnd@gmail.com,,List import
11147487,Inactive Investor,Mary Jallow,,Morgan Stanley Alpharetta GA 3 Edison Dr,mary.jallow@morganstanley.com,,Salesforce
10927002,Inactive Investor,Colin Ferguson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,colin.ferguson@fidelity.com,,Salesforce
10616836,,Nelson Cruz,,,nelson.a.cruz@jpmorgan.com,,List Import
10762705,Inactive Investor,Carra Sprague,Associate Vice President;Financial Advisor,Morgan Stanley Leawood KS 11161 Overbrook Rd,carra.sprague@morganstanley.com,,Salesforce
9611806,,Nico Baumgärtel,,,nico@sowalabs.com,,List import
11234380,Inactive Investor,Jihui Zhu,,"RBC Capital Markets, LLC",,,Salesforce
11129473,Inactive Investor,Justin Woodfin,,"MML Investors Services, LLC Pleasanton CA 325 Ray St",,,Salesforce
10778139,Inactive Investor,Arthur Sanger,,The O.N. Equity Sales Company Madison WI 2923 Marketplace Dr,,,Salesforce
352980,,John Gonzalez,Vice President,C3.AI,john.gonzalez@c3.ai,,Event
11060661,Inactive Investor,Pamela Densmore,,"Osaic Wealth, Inc. Fullerton CA 2244 N State College Blvd",,,Salesforce
10925961,Inactive Investor,David Rhee,President,"Rheeco, Inc.",david@dyrhee.com,,Salesforce
11096066,Inactive Investor,Sharon Weaver,Founder;President,"Mission Financial Planning, Inc.",sharon@missionfinancialplanning.com,,Salesforce
10838744,Inactive Investor,John Dunwoody,,Cetera Advisor Networks LLC Grosse Pointe MI 827 Lakepointe St,,,Salesforce
11037651,Inactive Investor,Audrey Schreier,Associate Vice President;Director - Business Strategy,Morgan Stanley Tampa FL 100 N Tampa St,audrey.schreier@morganstanley.com,,Salesforce
11232819,Inactive Investor,Kathie Young,Bank Manager,"Wells Fargo Clearing Services, LLC Westport CT 422 Post Rd E",kathie.young@wellsfargoadvisors.com,,Salesforce
11220246,,Jason Clebowicz,,,jclebowicz@epwealth.com,,Other
10849542,Inactive Investor,Torey Phillips,,PFS Investments Inc. Ridgeland MS 359 Towne Center Blvd,torey.phillips@primerica.com,,Salesforce
11191824,Inactive Investor,Charles Cox,,"Raymond James Financial Services, Inc. Federal Way WA 33600 6th Ave S",chuck.cox@raymondjames.com,,Salesforce
11191053,Inactive Investor,Harry Gaykian,Financial Advisor,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",harry.gaykian@wellsfargoadvisors.com,,Salesforce
11065384,Inactive Investor,James Carroll,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",james.carroll@tfaconnect.com,,Salesforce
372075,,Tom Eisenhuth,,[Unknown],tjeisenhuth@gmail.com,,Salesforce
10968019,Inactive Investor,Kelly Greene,,State Farm VP Management Corp. Belen NM 222 N 4th St,,,Salesforce
10924256,Inactive Investor,Rafael Melendez,,"Allstate Financial Services, LLC Salinas CA 306 Capitol St",rmelendez@allstate.com,,Salesforce
9636001,,Damion Carufe,,,dcarufe@bear.com,,List import
11120635,Inactive Investor,Michael Potter,,J.P. Morgan Securities LLC Delray Beach FL 4899 W Atlantic Ave,michael.k.potter@chase.com,,Salesforce
10929674,Inactive Investor,Robert Duda,,State Farm VP Management Corp. Nottingham MD 7939 Honeygo Blvd,bob.duda.rcgc@statefarm.com,,Salesforce
10939455,Inactive Investor,Yalonda Bronner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10617011,,Jane Passy,,,jane_passy@ml.com,,List Import
11080758,Inactive Investor,Baldemar Garza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",baldemar.garza@ml.com,,Salesforce
10847117,Inactive Investor,Stacy Wilkie,,"Wells Fargo Clearing Services, LLC",stacy.wilkie@wellsfargoadvisors.com,,Salesforce
10423533,,David Fernandez Tavares,,,david@investindisruption.com,,Web Form Fillout
11125449,Inactive Investor,Jean Rojas,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10978233,Inactive Investor,Bridget Obligato,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,bridget.obligato@fidelity.com,,Salesforce
11075701,Inactive Investor,Connor Griffin,,J.P. Morgan Securities LLC,connor.griffin@jpmorgan.com,,Salesforce
10892800,Inactive Investor,Marshall Smith,Assistant Vice President;Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Issaquah WA 1180 NW Maple St",marshall.smith@wellsfargoadvisors.com,,Salesforce
10899888,Inactive Investor,Bryan Weisman,,"Fifth Third Securities, Inc. Defiance OH 702 N Clinton St",bryan.weisman@53.com,,Salesforce
10486732,,Aimee Zedlitz,"Financial Advisor, First Vice President - Investments","Raymond James & Associates, Inc.",aimee.zedlitz@raymondjames.com,,List Import
10802086,Inactive Investor,Daniel Keating,Senior Wealth Strategy Associate,UBS Financial Services Inc. Hartford CT 1 State St,daniel.keating@ubs.com,,Salesforce
10838820,Inactive Investor,Jeffrey Vernon,,"Raymond James Financial Services, Inc. Sperry OK Private Residence",jeffrey.vernon@raymondjames.com,,Salesforce
9572106,,Elvia Callahan,,,elvia.callahan@fidelity.com,,List import
11155780,Inactive Investor,Michelle Shaw,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",michelle.shaw@nm.com,,Salesforce
11221498,,George Valle,,,gvalle@venecreditsecurities.com,,List Import
10853329,Inactive Investor,Darlene Shipe,Wealth Manager,The Wealth Consulting Group,dshipe@wealthcg.com,,Salesforce
10975650,Inactive Investor,Mason Porritt,Personal Wealth Advisor,"BIP Wealth, LLC Nashville TN 1222 Demonbreun St",mporritt@bipwealth.com,,Salesforce
11076214,Inactive Investor,Emmanuel Ntow-Mensah,,J.P. Morgan Securities LLC King of Prussia PA 677 W Dekalb Pike,emmanuel.ntow-mensah@jpmorgan.com,,Salesforce
11127393,Inactive Investor,Alexandra Royer,Private Wealth Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,alli.sawyer@morganstanleypwm.com,,Salesforce
9580808,,Cesar Vazquez,,,cvazquezlaw@gmail.com,,List import
10611762,,Christopher Hiza,"Financial Advisor, Financial Services Representative, Investment Advisor Representative",,chiza@barnumfg.com,,List Import
9619989,,Conrad Kong,,,conradkong@yahoo.com,,List import
11088749,Inactive Investor,Jackson Selby,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",jackson.selby@nm.com,,Salesforce
11171373,Inactive Investor,Joseph Burroughs,,PFS Investments Inc. Chino Hills CA 13925 City Center Dr,joseph.burroughs@primerica.com,,Salesforce
11003577,Inactive Investor,Dodd Disler,Chief Compliance Officer;Chief Executive Officer;Member,Sagace Wealth Management Saint Petersburg FL 877 Executive Center Dr W,,,Salesforce
10940217,Inactive Investor,Gary Johnson,,"Avantax Investment Services, Inc. Lakewood CO Private Residence",,,Salesforce
10962418,Inactive Investor,Robert Hotarek,,TradeWeb L.L.C,robert.hotarek@tradeweb.com,,Salesforce
11021308,Inactive Investor,David Dooley,,"Cambridge Investment Research, Inc. Clinton Township MI 39600 Garfield Rd",,,Salesforce
10921374,Inactive Investor,David Owens,Chief Compliance Officer;Managing Member;Owner,Owens Investment Advisors LLC,david@owensinvestmentadvisors.com,,Salesforce
244944,,Gabriel Allocco,Private Life Solutions,Private Life Solutions,gallocco@privatelifesolutions.com,,Manual List Upload
11134397,Inactive Investor,Zachary Telford,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
241975,,jeonghye kim,,[Unknown],jeong_hey@naver.com,,source
10813613,Inactive Investor,Joseph Norris,,LPL Financial LLC Mount Laurel NJ 1300 Rte 73,joseph.norris@lpl.com,,Salesforce
10924949,Inactive Investor,Stephen Selby,,"Avantax Investment Services, Inc.",,,Salesforce
10793188,Inactive Investor,Roderick Jones,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",roderick.jones@ml.com,,Salesforce
10973159,Inactive Investor,Jacob Lear,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
203391,,Wilhelm Roth,,[Unknown],wilhelm@icoinic.capital,,
10836218,Inactive Investor,David Flecker,,Cetera Advisor Networks LLC West Caldwell NJ Private Residence,,,Salesforce
10790184,Inactive Investor,Ryan Walker,Financial Advisor,Edward Jones Denver CO 11990 Grant St,ryan.walker@edwardjones.com,,Salesforce
11097792,Inactive Investor,Robert Eide,Chief Executive Officer;Chief Legal Officer;Director;Secretary,Aegis Capital Corp.,reide@aegiscap.com,,Salesforce
11118465,Inactive Investor,Michelle Goneconte,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
9547141,,David Hilton,,,david.hilton@voyafa.com,,List import
10947973,Inactive Investor,Daniel Katz,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",daniel.j.katz@nm.com,,Salesforce
10898308,Inactive Investor,Tiffany Contreras,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",tiffany.contreras@ml.com,,Salesforce
9637114,,Cynthia Nestle,,,cnestle@dws.com,,List import
11139954,Inactive Investor,Morgan Debold,,LPL Financial LLC Moundsville WV 254 Jefferson Ave,morgan.debold@lpl.com,,Salesforce
10945560,Inactive Investor,Bradley Thompson,,"Equitable Advisors, LLC Stamford CT 1266 E Main St",bradley.thompson@equitable.com,,Salesforce
11182159,Inactive Investor,Andrew Megee,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,andrew.megee@ubs.com,,Salesforce
11009186,Inactive Investor,Mark Phillips,,NYLIFE Securities LLC Littleton CO 9635 Silverberry Cir,mphillips@ft.newyorklife.com,,Salesforce
10889044,Inactive Investor,Anthony Fuccilli,,"Allstate Financial Services, LLC Lyndhurst NJ 230 Stuyvesant Ave",anthonyfuccilli@allstate.com,,Salesforce
9590173,,Leslie Miles,,,milessteps@gmail.com,,List import
333230,,Stacie Southern,,Cambridge Trust,stacie.southern@cambridgetrust.com,,Manual List Upload
11070321,Inactive Investor,James Herzog,,"J.W. Cole Financial, Inc. Rockledge FL 190 McIver Ln",,,Salesforce
11162279,Inactive Investor,Richard Henshaw,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",hoyt.henshaw@ml.com,,Salesforce
11143128,Inactive Investor,Mengxiao Shan,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",anita.shan@ml.com,,Salesforce
11076536,Inactive Investor,Austin Myers,,"Osaic Wealth, Inc. Kansas City MO 3520 Broadway Blvd",,,Salesforce
9640728,,Stanley Cho,,,mr.stanleycho@gmail.com,,List import
11043492,Inactive Investor,Jay-E Emmingham,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
10851091,Inactive Investor,Eleanor Stubbs,Financial Advisor,"Ameriprise Financial Services, LLC Barre VT 14 N Main St",ellie.stubbs@ampf.com,,Salesforce
11158490,Inactive Investor,Brandy Carlson,,SECU Brokerage Services Smithfield NC 401 E Booker Dairy Rd,brandy.carlson@ncsecu.org,,Salesforce
203327,,Kristopher Rymer,,[Unknown],kris.rymer@gmail.com,,Organic Search
5485676,,jon zang,,,dilrdnbzgtivgnh@karenkey.com,,Web Form Fillout
11133290,Inactive Investor,Mark Haverkamp,Financial Advisor,Edward Jones Aberdeen SD 801 S Main St,mark.haverkamp@edwardjones.com,,Salesforce
11171673,Inactive Investor,John Vann,Chief Executive Officer,Vann Equity Management LLC,,,Salesforce
10758412,Inactive Investor,Greg Wilson,,Goldman Sachs & Co.,greg.wilson@gs.com,,Salesforce
8139976,,Aung Myo Min,,,aungmyomin1183@gmail.com,,Web form fillout
10811972,Inactive Investor,Benjamin Trevino,Financial Representative;Investment Advisor Representative;Securities Representative,"Principal Securities, Inc. Menomonee Falls WI W137N5557 Williams Pl",trevino.ben@principal.com,,Salesforce
10861153,Inactive Investor,Dudley Vickers,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Bryan TX 1737 Briarcrest Dr",dudley.vickers@mutualofomaha.com,,Salesforce
11059869,Inactive Investor,William Theis,Investment Advisor,"LaSalle Investment Advisors, Inc. Lisbon WI Private Residence",,,Salesforce
100308,,Todd Johansen,,Johansen Enterprises Inc.,ttwgcj@gmail.com,6362366448,
233151,, -,,[[Unknown]],ilyaskhanmlm@gmail.com,,Content
11092940,Inactive Investor,Brandon Doherty,,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",,,Salesforce
10867365,Inactive Investor,John Norton,Investment Advisor,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,,,Salesforce
11089062,Inactive Investor,Joseph Nafziger,Financial Advisor,"Legacy Financial Strategies, LLC",joe.nafziger@legacykc.com,,Salesforce
10806076,Inactive Investor,Wayne Maynard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",wayne.maynard@ml.com,,Salesforce
11113186,Inactive Investor,Marcus Hernandez,,Edward Jones Austin TX 15801 W Hwy 71,,,Salesforce
11003072,Inactive Investor,Matthew Vitlin,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",matthew.vitlin@nm.com,,Salesforce
10977990,Inactive Investor,Rosalyn Xu,,J.P. Morgan Securities LLC,rosalyn.xu@jpmorgan.com,,Salesforce
10963301,Inactive Investor,David Torry,,PFS Investments Inc. Harvey LA 2439 Manhattan Blvd,,,Salesforce
11148018,Inactive Investor,Eugene Fremaux,Financial Advisor,Edward Jones Gonzales LA 6473 Hwy 44,gene.fremaux@edwardjones.com,,Salesforce
10965021,Inactive Investor,Kiley Cross,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",kiley.cross@ml.com,,Salesforce
351102,,Brian Vincelette,Partner,Alpha Asset Management,bvince@egifinancial.com,330-374-7500,Manual List Upload
11055421,Inactive Investor,Jennifer Kane,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",jennifer.kane@wellsfargoadvisors.com,,Salesforce
10961141,Inactive Investor,Adam Rahl,Client Advisor,J.P. Morgan Securities LLC Germantown WI W156N11251 Pilgrim Rd,adam.rahl@jpmorgan.com,,Salesforce
11207979,Inactive Investor,Kevin Roth,Managing Director,"Tanglewood Legacy Advisors, LLC",kroth@family-cfo.com,,Salesforce
11044755,Inactive Investor,Scott Neuenschwander,,State Farm VP Management Corp. West Palm Beach FL 6901 Okeechobee Blvd,scott.neuenschwander.iy5h@statefarm.com,,Salesforce
245775,,Not Provided,Partner,Willkie,bmosman@willkie.com,,Manual List Upload
10771922,Inactive Investor,Robert Thorndike,,"Prospera Financial Services, Inc. Norfolk VA 711 W 21st St",robert.thorndike@prosperafinancial.com,,Salesforce
11211517,Inactive Investor,Curt Lile,,J.P. Morgan Securities LLC Slidell LA 350 Gause Blvd,curt.lile@chase.com,,Salesforce
11152424,Inactive Investor,Clifford Robinson,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",cliffordrobinson@financialguide.com,,Salesforce
11139387,Inactive Investor,Julian Lopez,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 1616 Concierge Blvd",julian.lopezjr@ml.com,,Salesforce
9415725,,Neil IRA Financial Custodian FBO Neil Iyer Roth IRA,,Neil Iyer,neiliyer767@gmail.com,,List Import
11155417,Inactive Investor,Robert Tomasulo,Financial Advisor,"Wells Fargo Clearing Services, LLC Morrisville PA 1010 Stony Hill Rd",robert.tomasulo@wellsfargoadvisors.com,,Salesforce
11099099,Inactive Investor,Gabriel Grossman,Executive Director,Morgan Stanley Boston MA 28 State St,,,Salesforce
10615787,,Michael Marietti,,,michael.marietti@jpmorgan.com,,List Import
10494433,,Colesen Evans,"Chief Compliance Officer, Director","Lexington Hill Partners, LLC",cevans@lexingtonhillpartners.com,,List import
10619718,,Kathrine Calahan,,,kcalahan@sanctuarywealth.com,,List Import
11050378,Inactive Investor,Lawrence Carter,Wealth Advisor,"Retirement Planning Solutions, LLC",larry@rps-ria.com,,Salesforce
236642,, -,,[[Unknown]],fairbourntransport@gmail.com,,Advertising
11032187,Inactive Investor,Rolan Terrazas,,Mutual of America Securities LLC Long Beach CA 111 W Ocean Blvd,rolan.terrazas@mutualofamerica.com,,Salesforce
9545491,,Melissa Moore,,,mmoore@cbtmail.com,,List import
10943820,Inactive Investor,Julian Pena,Client Associate,J.P. Morgan Securities LLC Boston MA 160 Federal St,,,Salesforce
10794649,Inactive Investor,Christine Schmitz,Director - Wealth Advisory Services,Glass Jacobson Wealth Advisors Owings Mills MD 10711 Red Run Blvd,,,Salesforce
332464,,Michael McNamara,,[Unknown],mcrealty@wcoil.com,,Direct
11021697,Inactive Investor,James Cantela,,MissionSquare Investment Services,jcantela@icmarc.org,,Salesforce
11076679,Inactive Investor,Jeffrey Loesser,Financial Advisor,The Estate Planners Group,,,Salesforce
10890501,Inactive Investor,Gary Bridwell,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",gary.bridwell@valic.com,,Salesforce
9646946,,Nicholas Crayson,,,nick@crayson.com,,List import
10963226,Inactive Investor,Aubrey Brousse,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,aubrey_lafountain@vanguard.com,,Salesforce
11024057,Inactive Investor,John Joy,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",john.joy@valic.com,,Salesforce
5038414,,jasmin neng,,,piheb26399@jernang.com,8009877898,Web Form Fillout
373864,,Thomas Toro,,[Unknown],thomas.toro@gmx.de,,source
11168375,Inactive Investor,Melissa Bueno,Senior Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,melissa.bueno@morganstanley.com,,Salesforce
9582042,,Chad Preucil,,,chadpreucil@gmail.com,,List import
197895,,Jorge Parra Photography,,[Unknown],urbanbikini@gmail.com,,
9544444,,Rodrick Snyder,,,rodrick.snyder@wslife.com,,List import
343510,,Clem Brandenburg,Investment Adviser Representative,"Royal Fund Management, Llc",clemcpa@aol.com,352-750-1637,Manual List Upload
10784007,Inactive Investor,Robert Stallworth,Regional Vice President,PFS Investments Inc. Belfast ME 113 Church St,robert.stallworth@primerica.com,,Salesforce
11191831,Inactive Investor,Scott Abramson,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",scott.abramson@ml.com,,Salesforce
10880303,Inactive Investor,Hubert Wootten,Financial Advisor,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
11217317,,Collin Nieman,,,cnieman@stephens.com,,Other
9543082,,Franck GNIMAVO,,,gnimavofranck16@gmail.com,,List import
11131857,Inactive Investor,Sadia Kazi,,"Wealth Enhancement Brokerage Services, LLC",skazi@wealthenhancement.com,,Salesforce
373000,,Rashad Malik,,[Unknown],rash151@gmail.com,,source
10909290,Inactive Investor,Robert Powell,Financial Advisor;Partner,"Equitable Advisors, LLC Greenville NC 1105 Corporate Dr",,,Salesforce
11143726,Inactive Investor,Jeffrey Daut,,Newbridge Securities Corporation,jdaut@newbridgesecurities.com,,Salesforce
10981269,Inactive Investor,Xinhui Huang,,Citigroup Global Markets Inc.,,,Salesforce
10882969,Inactive Investor,Nate Novotny,Financial Advisor,Edward Jones Prince Frederick MD 100 Harrow Ln,nate.novotny@edwardjones.com,,Salesforce
11148444,Inactive Investor,Kenneth More,,"Farmers Financial Solutions, LLC Palatine IL 1460 E Northwest Hwy",,,Salesforce
10753379,Inactive Investor,William Cordray,Senior Client Service Associate,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",frank.cordray@raymondjames.com,,Salesforce
11062915,Inactive Investor,Brenda Kuhn,,"Farmers Financial Solutions, LLC Burbank CA 1605 W Magnolia Blvd",bkuhn@farmersagent.com,,Salesforce
10809656,Inactive Investor,Edward Macek,,Country Capital Management Company Antioch IL 906 Hillside Ave,ed.macek@countryfinancial.com,,Salesforce
10616525,,Edward Goldschmidt,,,edward.goldschmidt@equitable.com,,List Import
10615065,,Paul Shirinian,"Financial Advisor, Insurance Planning Director, Portfolio Manager, Vice President",,paul.shirinian@morganstanley.com,,List Import
10648358,,Jie Sun,,,jason.sun@fmr.com,,List Import
10976956,Inactive Investor,Jarred Odom,,Cetera Investment Services LLC Andalusia AL 200 Church St,,,Salesforce
11149792,Inactive Investor,Richard Rosenbaum,,Citigroup Global Markets Inc.,,,Salesforce
244125,,Richard Lofgren,Managing Director,Goldman Sachs,richard.lofgren@gs.com,19723681408,Manual List Upload
10796984,Inactive Investor,Darin Snow,Managing Partner;Regulatory Contact,"Denver PWM, LLC",dsnow@denverpwm.com,,Salesforce
11037182,Inactive Investor,Rachael Scott,,J.P. Morgan Securities LLC Ogden UT 2910 Washington Blvd,rachael.scott@jpmorgan.com,,Salesforce
11059442,Inactive Investor,Jeffrey Lohmeier,Senior Vice President;Wealth and Fiduciary Manager,BankPlus Wealth Advisors,jeffreylohmeier@bankplus.net,,Salesforce
11057855,Inactive Investor,Bryan Barragate,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Cleveland OH 30100 Chagrin Blvd",bbarragate@ampf.com,,Salesforce
11169770,Inactive Investor,Corey Spells,,Jefferies LLC,cspells@jefferies.com,,Salesforce
11053415,Inactive Investor,Leah Warren,Chief Financial Officer,Single Point Partners,leah.warren@spcfo.com,,Salesforce
11073596,Inactive Investor,Ronald Davis,,Morgan Stanley Dallas TX 5001 Spring Valley Rd,ronald.davis@morganstanley.com,,Salesforce
10989022,Inactive Investor,Michelle Bryant,,"Bankers Life Securities, Inc. Greensboro NC 400 Bellemeade St",michelle.bryant@bankerslife.com,,Salesforce
9631477,,YUAN DINGGUO,,,danielyuan_8@hotmail.com,,List import
9599590,,Tiffany Lewis,,,tiffany0426@gmail.com,,List import
10826708,Inactive Investor,James Ledbetter,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lake Elmo MN 12435 55th St N",james.n.ledbetter@ampf.com,,Salesforce
10613300,,Kevin Mullon,"Financial Advisor, Vice President",,kevin_mullon@ml.com,,List Import
10791667,Inactive Investor,Amy Poduch,Financial Advisor,Edward Jones Barrington IL 108 S Wynstone Park Dr,amy.poduch@edwardjones.com,,Salesforce
11191269,Inactive Investor,Kurt Cole,Owner,"First Financial Advisors, LLC Saint Augustine FL 405 Golfway West Dr",,,Salesforce
11102024,Inactive Investor,Sheila Kowing,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9565713,,Ejay Enosara,,,ej.1503@hotmail.com,,List import
9626782,,Josh Fredette,,,josh.fredette@gmail.com,,List import
11209169,Inactive Investor,Peter Sandler,,Dominari Securities LLC,peter@dominarisecurities.com,,Salesforce
11078150,Inactive Investor,Norberto Cano,,J.P. Morgan Securities LLC La Verne CA 2086 Foothill Blvd,norberto.cano@chase.com,,Salesforce
10873712,Inactive Investor,Peter Oh,Financial Advisor,LPL Financial LLC Bothell WA Private Residence,peter.oh@lpl.com,,Salesforce
10816970,Inactive Investor,Melissa Lilly,Executive Director,UBS Financial Services Inc. New Orleans LA 1100 Poydras St,melissa.lilly@ubs.com,,Salesforce
333274,,Nicholas Cevette,,CNB Bank,nicholaspc@cnbankpa.com,,Manual List Upload
11115240,Inactive Investor,Ann Hatcher,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,ann.t.hatcher.bw9l@statefarm.com,,Salesforce
11259862,Inactive Investor,Melissa Chen,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10882905,Inactive Investor,William Sylvia,Partner;Principal;Regulatory Contact,"Great Oak Capital Partners, LLC",wsylvia@greatoakcp.com,,Salesforce
10867375,Inactive Investor,Simon Indge,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",simon.indge@schwab.com,,Salesforce
10780438,Inactive Investor,Richard Brende,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 11150 W Olympic Blvd",richard.a.brende@ampf.com,,Salesforce
238384,,medcineman2000@cs.com neistein,,[Unknown],medcineman2000@cs.com,,
11205849,Inactive Investor,Joshua Vessell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",,,Salesforce
343886,,Fernando Guerrero,Chief Investment Officer,"Varadero Capital, L.p.",fguerrero@varaderocapital.com,212-715-6800,Manual List Upload
10840578,Inactive Investor,Avigail Curry,Financial Planner,Commonwealth Financial Network Anchorage AK 3600 Arctic Blvd,acurry@commonwealth.com,,Salesforce
11113499,Inactive Investor,Caroline Bruton,,"The Investment Center, Inc. Lancaster PA 1525 Oregon Pike",cbruton@investmentctr.com,,Salesforce
11221541,,Christopher Brown,,,christopher.brown@cbiz.com,,List Import
10689941,,Mark McCormick,,,mmccormick38@gmail.com,,Web Form Fillout
9567188,,Michael Stogner,,,michael.stogner@bofa.com,,List import
10845054,Inactive Investor,Richard Benonis,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",richard.benonis@equitable.com,,Salesforce
9647014,,Edward Broome,,,edward.broome@tfaconnect.com,,List import
10644234,,Joshua Mancino,,,joshua.mancino@prudential.com,,List Import
11068306,Inactive Investor,Connie Rather,,J.P. Morgan Securities LLC Lake Havasu City AZ 1895 McCulloch Blvd N,connie.rather@jpmorgan.com,,Salesforce
10596455,,Sean Tomajan,,,sean.tomajan@lpl.com,,Web Form Fillout
10982994,Inactive Investor,Stephen Hartmann,,Country Capital Management Company Racine WI 6233 Durand Ave,stephen.hartmann@countryfinancial.com,,Salesforce
9580505,,Tracy Hawbaker,,,tracy@cladisadvisory.com,,List import
11088393,Inactive Investor,Kyle Cuaresma,,NYLIFE Securities LLC Elk Grove CA 9280 W Stockton Blvd,kcuaresma@ft.newyorklife.com,,Salesforce
249056,,David Wright,Senior Counsel,IIROC,dwright@iiroc.ca,,Manual List Upload
10767697,Inactive Investor,Anita Teggatz,Assistant Vice President;Wealth Management Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,,,Salesforce
10842209,Inactive Investor,Geoffrey Demarco,,LPL Financial LLC Poughkeepsie NY 2645 South Rd,geoffrey.demarco@lpl.com,,Salesforce
10756834,Inactive Investor,Robert Young,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",robert_young2@ml.com,,Salesforce
10931058,Inactive Investor,David Haik,,Sigma Financial Corporation Leawood KS 12405 Beverly St,,,Salesforce
10834748,Inactive Investor,Lawrence Larmer,,"American Portfolios Financial Services, Inc. Manasquan NJ 2329 Hwy 34",tlarmer@americanportfolios.com,,Salesforce
10985623,Inactive Investor,Tyrone Davis,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,tyrone.davis@primerica.com,,Salesforce
10965972,Inactive Investor,Lesley Phifer,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,lesleyaphifer@primerica.com,,Salesforce
9619468,,Gardiner Ashforth,,,gardiner.ashforth@gmail.com,,List import
10876976,Inactive Investor,Brent Henig,Advisor,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
9608329,,Harrison Wehner,,,harrison.wehner@gmail.com,,List import
11132860,Inactive Investor,Edward Son,,J.P. Morgan Securities LLC Winnetka IL 851 Spruce St,edward.x.son@chase.com,,Salesforce
10948648,Inactive Investor,Jake Weinstein,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11059923,Inactive Investor,Stephen Farrar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10860199,Inactive Investor,Michael Hadley,Financial Advisor,Edward Jones Carlinville IL 300 W Main St,michael.hadley@edwardjones.com,,Salesforce
11218727,,Allison Kent-Aster,,,akent@alamocapital.com,,Other
10982977,Inactive Investor,Victor Chan,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,,,Salesforce
10619301,,Emil Harenberg,,,mike.harenberg@morganstanley.com,,List Import
11010424,Inactive Investor,Paige Giancola,Associate Financial Advisor,Edward Jones O Fallon MO 6702 Keaton Corporate Pkwy,paige.ratliff@edwardjones.com,,Salesforce
218460,,Shin Suzuki,,[Unknown],msmrys.suzuki@gmail.com,,
11038644,Inactive Investor,Jennifer Minard,,MWA Financial Services Inc. Bowling Green OH 707 Haskins Rd,jennifer.minard@modern-woodmen.org,,Salesforce
11037347,Inactive Investor,Leesa Hedge,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",leesa_hedge@ml.com,,Salesforce
11036077,Inactive Investor,Tristan Warner,,Country Capital Management Company Highland IL 520 Suppiger Way,tristan.warner@countryfinancial.com,,Salesforce
11139236,Inactive Investor,Steven Vozenilek,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 7500 Old Georgetown Rd",steven.vozenilek@ampf.com,,Salesforce
10891071,Inactive Investor,Cassidy Belter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cassidy.whitehead@fidelity.com,,Salesforce
11209099,Inactive Investor,Adam Huke,Investment Advisor Representative;Partner,"Cassaday & Company, Inc.",adam@cassaday.com,,Salesforce
10791726,Inactive Investor,Christine Ashmore,Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Dallas TX 8383 Preston Center Plz,christine.ashmore@morganstanley.com,,Salesforce
9639800,,Christophe Dumas,,,christophe.dumas@sham.fr,,List import
11002435,Inactive Investor,Saroeuth Robey,,Lincoln Investment,saroeuth_robey@vanguard.com,,Salesforce
196979,,Bruce DeMayo,,[Unknown],coachde22@aol.com,,
11054133,Inactive Investor,David Olsen,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,david.olsen@fidelity.com,,Salesforce
10922571,Inactive Investor,Vincent Colon,Wealth Management Advisor,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
9627642,,Gregory Dolphay,,,gdolphay10@gmail.com,,List import
9545229,,Aldona Calixte,,,tony.aldonacalixte@gmail.com,,List import
336124,,Megan Daly,Executive Assistant,"Winona Capital Management, Llc",mdaly@winonacapital.com,312-334-8800,Manual List Upload
10885523,Inactive Investor,Lynn Brown,Relationship Associate,"Principal Securities, Inc.",brown.lynn@principal.com,,Salesforce
332944,,Lawrence Komo,,Bank of Hawaii,lawrence.komo@boh.com,,
11052834,Inactive Investor,Loreto Testani,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",loreto.testani@wellsfargoadvisors.com,,Salesforce
10859029,Inactive Investor,Stephen Smith,Regulatory Contact;Shareholder,Significant Wealth Partners LLC,,,Salesforce
10808607,Inactive Investor,Julie Book,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,julie.book@ubs.com,,Salesforce
10932761,Inactive Investor,Carla Johnson,Financial Advisor,"Raymond James & Associates, Inc. Tampa FL 777 S Harbour Island Blvd",,,Salesforce
11008311,Inactive Investor,Nicholas Bowar,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",nicholas.bowar@equitable.com,,Salesforce
11229345,Inactive Investor,John Ragaishis,,"Stifel, Nicolaus & Company, Incorporated Manchester Center VT 647 Depot St",ragaishisj@stifel.com,,Salesforce
11160994,Inactive Investor,Michael Widmaier,,J.P. Morgan Securities LLC Clarkston MI 5541 Sashabaw Rd,michael.a.widmaier@jpmorgan.com,,Salesforce
353260,,Guenter Ike,Bankkaufmann,Iketrade Int.,iketrade@bluewin.ch,,Event
10839763,Inactive Investor,Jose Mesa Tejada,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10617860,,Andy Timmerwilke,,,andy_w_timmerwilke@ml.com,,List Import
9622053,,Leonard Ellis,,,lenellis@gmail.com,,List import
10968842,Inactive Investor,Ramon Jimenez,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",rjimenez@firstcommand.com,,Salesforce
10849056,Inactive Investor,Howard Daher,,LPL Financial LLC Fort Lauderdale FL 1250 S Pine Island Rd,howard.daher@lpl.com,,Salesforce
234757,, -,,[[Unknown]],idahosameh@gmail.com,,
10899324,Inactive Investor,David Marra,Managing Director,"Markin Asset Management, LP",david.marra@markinfunds.com,,Salesforce
10679626,,WISDOM AROMEH,,,wisdomaromeh288@gmail.com,,Web Form Fillout
11136054,Inactive Investor,Gregory Edwards,Financial Consultant,Commonwealth Financial Network Eau Claire WI 826 S Hastings Way,gedwards@commonwealth.com,,Salesforce
11181149,Inactive Investor,Amber Carroll,Financial Advisor,Edward Jones Ottumwa IA 120 N Market St,amber.carroll@edwardjones.com,,Salesforce
10696293,,Bryan Muir,,IA PRIVATE WEALTH USA INC,bryan.muir@iaprivatewealth.ca,,List import
9627660,,todd gifford,,,tgifford37@gmail.com,,List import
11160046,Inactive Investor,Juliette Etim-Thomas,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10768004,Inactive Investor,Scott Ente,,"David Lerner Associates, Inc.",,,Salesforce
11209090,Inactive Investor,Scott Marmo,Chief Operating Officer;Managing Member;President;Regulatory Contact,"Marmo Financial Group, LLC",scott@marmofinancial.com,,Salesforce
10867793,Inactive Investor,Ted Guyton,Financial Advisor,LPL Financial LLC Lilburn GA 4382 Lawrenceville Hwy NW,thad.guyton@lpl.com,,Salesforce
10795414,Inactive Investor,Rachel Gottlieb,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,rachel.gottlieb@ubs.com,,Salesforce
10986255,Inactive Investor,Karl Spruill,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10768427,Inactive Investor,Gary Wolff,,Jefferies LLC,gwolff@jefferies.com,,Salesforce
147337,,Catherine Wood,,[Unknown],cwood@ark-invest.com,,
11176228,Inactive Investor,Natalie Dunn,Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11017276,Inactive Investor,Christine Kane,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",,,Salesforce
10901076,Inactive Investor,Khalid Mcpherson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10755050,Inactive Investor,Betty Tran,,Goldman Sachs & Co.,betty.tran@gs.com,,Salesforce
10803995,Inactive Investor,Christopher Mergardt,Private Banker,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",christopher.mergardt@wellsfargo.com,,Salesforce
9563877,,Claudia De la Rosa,,,cdelarosa@sw-advisors.com,,List import
10922824,Inactive Investor,Paul Hauser,,"Farmers Financial Solutions, LLC Saint Charles MO 1055 1st Capitol Dr",,,Salesforce
10973746,Inactive Investor,Christian Morton,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,cmorton@ft.newyorklife.com,,Salesforce
11017478,Inactive Investor,Scott Olson,,"Osaic Wealth, Inc. Willmar MN 309 Lakeland Dr SE",,,Salesforce
9550038,,Steven Modres,,,rhcp135@msn.com,,List import
10800280,Inactive Investor,Erica Roll,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10973843,Inactive Investor,Christina Chang,,Cetera Investment Services LLC Irvine CA 15343 Culver Dr,cchang@ceterais.com,,Salesforce
9597854,,Raymond Ryan,,,ray@patteninc.com,,List import
10925137,Inactive Investor,Alexandrea Bustamante,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10879635,Inactive Investor,Carl Cho,,Citigroup Global Markets Inc.,carl.cho@citigroup.com,,Salesforce
10857013,Inactive Investor,Hannah O'Loughlin,Chief Financial Officer;Regulatory Contact;Vice President,Clelland & Company Inc,hannah@clelland.com,,Salesforce
11022739,Inactive Investor,Gabrielle Lounds,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",gabrielle.lounds@ml.com,,Salesforce
10615118,,Charles Bloom,Financial Advisor,,charles.l.bloom@morganstanley.com,,List Import
219217,,Sara Harvell,,[Unknown],redleg5@earthlink.net,,Direct
10437004,,Maxine Blake,,,mblexis1@gmail.com,,Web Form Fillout
11147300,Inactive Investor,Carolina Chatila,Investment Consultant,Morgan Stanley New York NY 55 E 52nd St,carolina.chatila@morganstanley.com,,Salesforce
11140896,Inactive Investor,Kevin Glatz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",kevin.glatz@ml.com,,Salesforce
10893837,Inactive Investor,Jamal Nia,Private Client Investment Associate,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,jamal.nia@jpmorgan.com,,Salesforce
10494355,,Douglas John,"Founder, Managing Partner, Member, Regulatory Contact",Requisite Capital Management LLC,doug.john@requisitecm.com,,List Import
10791758,Inactive Investor,Scott Stover,Financial Advisor,Edward Jones Petal MS 1243 Hwy 42,scott.stover@edwardjones.com,,Salesforce
11105187,Inactive Investor,Eldon Pence,Registered Principal,LPL Financial LLC Newport Beach CA 5000 Birch St,,,Salesforce
10932344,Inactive Investor,Michael Karsner,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",,,Salesforce
10881459,Inactive Investor,Mark Jutton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",mark.jutton@ml.com,,Salesforce
10822370,Inactive Investor,Joseph Bell,,"Ameritas Investment Company, LLC Phoenixville PA 1260 Valley Forge Rd",,,Salesforce
9548796,,Jose Fernandez,,,josefernandez@financialguide.com,,List import
9620797,,Chase Caldwell,,,chase.caldwell@haloinvesting.com,,List import
10904129,Inactive Investor,Stephen Mount,Financial Advisor,Edward Jones Katy TX 25807 Westheimer Pkwy,stephen.mount@edwardjones.com,,Salesforce
10869739,Inactive Investor,Mark Jacoby,,"The Investment Center, Inc. Fairfield NJ 271 US Hwy 46",mjacoby@investmentctr.com,,Salesforce
11035490,Inactive Investor,Ryan Haefs,,"Principal Securities, Inc. New Hope MN Private Residence",,,Salesforce
10841066,Inactive Investor,Jennifer Romano,,"Cambridge Investment Research, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
11016145,Inactive Investor,Derik Semetti,,Vanguard Marketing Corporation,derik_semetti@vanguard.com,,Salesforce
59155,,David Janczewski,"Senior Vice President, Financial Planning & Reporting",InterOcean Capital,djanczewski@iofinance.com, +1 312 628 1472,
10854456,Inactive Investor,Bryan Wright,,"Pensionmark Securities, LLC Denver CO 4582 S Ulster St",bwright@pensionmark.com,,Salesforce
11099078,Inactive Investor,Janis Larsen,Complex Risk Officer;Vice President,Morgan Stanley Middleton MA 35 Village Rd,janis.marshall@morganstanley.com,,Salesforce
9557754,,Matthew Wilder,,,matthew.wilder@53.com,,List import
11182188,Inactive Investor,Owen Black,Financial Advisor,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,owen.black@ubs.com,,Salesforce
6119719,,heew meet,,,tadam42539@themesw.com,,Web Form Fillout
10895492,Inactive Investor,Brian Zimmerman,Financial Advisor,"Independent Financial Group, LLC",bzimmerman@ifgrr.com,,Salesforce
11150731,Inactive Investor,Terry Caudill,Financial Advisor,Edward Jones Vermilion OH 4238 Liberty Ave,terry.caudill@edwardjones.com,,Salesforce
10816257,Inactive Investor,Robert Denovo,,"Raymond James Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",robert.denovo@raymondjames.com,,Salesforce
11174774,Inactive Investor,David Jones,Financial Advisor,Edward Jones East Syracuse NY 6700 Kirkville Rd,,,Salesforce
10883227,Inactive Investor,Luis Gonzalez,,PFS Investments Inc. Harrisonburg VA 1951 Evelyn Byrd Ave,luis.gonzalez@primerica.com,,Salesforce
10785444,Inactive Investor,Derek Pszenny,Chief Compliance Officer;Managing Partner;President;Regulatory Contact,"Carolina Wealth Management, Inc.",derek@mycarolinawealth.com,,Salesforce
242830,,Henry Azzam,Senior Lecturer of Finance,[Unknown],ha138@aub.edu.lb,96176502522,Database Upload
10964219,Inactive Investor,Patrick Morin,Financial Planning Assistant,"Ameriprise Financial Services, LLC Rochester NY 2024 W Henrietta Rd",patrick.morin@ampf.com,,Salesforce
196677,,Russell Gee,,Lindeluft,russellfgee@gmail.com,6177216815,
10646048,,Devin Ford,,,devin.j.ford@jpmorgan.com,,List Import
60844,,Evin Edens,Wealth Management Client Specialist,"First Horizon Advisors, Inc.",eedens@ftbadvisors.com,615-734-6080,
9577658,,Jon Thompson,,,foxredlab5930@gmail.com,,List import
10918320,Inactive Investor,Margaret Woodlief,,Fidelity Brokerage Services LLC Greensboro NC 609 Green Valley Rd,margaret.woodlief@fidelity.com,,Salesforce
11113992,Inactive Investor,Steven Hall,,Cetera Advisor Networks LLC Urbandale IA 2900 100th St,,,Salesforce
233066,, -,,[[Unknown]],sbm011@naver.com,,
10865765,Inactive Investor,Daniel Ross,,State Farm VP Management Corp. Douglas GA 1109 Madison Ave N,,,Salesforce
9635810,,William James,,,wjames@lbccredit.com,,List import
9640829,,Guillermo Clark,,,guillermoclark1016@gmail.com,,List import
11061498,Inactive Investor,Samantha Gibson,,J.P. Morgan Securities LLC College Station TX 2000 Texas Ave S,,,Salesforce
11210629,Inactive Investor,Michael Bochnovich,Partner,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",michael.bochnovich@nm.com,,Salesforce
11055376,Inactive Investor,Justin Boxley,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",justin.boxley@wellsfargo.com,,Salesforce
10647649,,Ian Hunter,,,ian.hunter@wellsfargoadvisors.com,,List Import
10903842,Inactive Investor,Ahmed Siaje,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",ed.siaje@bofa.com,,Salesforce
10981479,Inactive Investor,Matthew Erker,Senior Advisor,"Moneta Group Investment Advisors, LLC",merker@monetagroup.com,,Salesforce
350141,,Richard Gibson,,"Stratos Wealth Partners, Ltd",rgibson@stratoswealthpartners.com,,
11238933,Inactive Investor,Tom Doherty,,Active International,tdoherty@activeinternational.com,,Salesforce
9565849,,Richard Spatola,,,rspatola@nationalsecurities.com,,List import
10764416,Inactive Investor,Sharon Jaspers,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11147431,Inactive Investor,Lisa Green,,Fidelity Brokerage Services LLC,,,Salesforce
10911316,Inactive Investor,Amanatey Sogbodjor,,Goldman Sachs & Co.,amanatey.sogbodjor@gs.com,,Salesforce
10791153,Inactive Investor,Daniel Hamilton,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,,,Salesforce
10936485,Inactive Investor,Scott Sjoerdsma,Financial Advisor,"Centennial Securities Company, Inc.",scott@centennialsec.com,,Salesforce
11059390,Inactive Investor,Jesse Seegmiller,President,Novation Investment Management,,,Salesforce
10964042,Inactive Investor,Ethan Madera,Business Risk Analyst,UBS Financial Services Inc.,,,Salesforce
10617590,,Pierre Pajak,,,pierre.pajak@equitable.com,,List Import
11069088,Inactive Investor,Deborah Dilling,,"Ausdal Financial Partners, Inc. Jeffersonville IN 3712 Holmans Ln",,,Salesforce
10752999,Inactive Investor,Olga Pereira,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,olga.pereira@morganstanley.com,,Salesforce
10847958,Inactive Investor,Kevin Garland,Financial Advisor,Commonwealth Financial Network Needham Heights MA 175 Highland Ave,kgarland@commonwealth.com,,Salesforce
11158687,Inactive Investor,Adriane Parris,,Morgan Stanley,adriane.parris@morganstanley.com,,Salesforce
11050763,Inactive Investor,Richard Hamner,,NYLIFE Securities LLC Meridian MS Private Residence,rlhamner@ft.newyorklife.com,,Salesforce
10800274,Inactive Investor,Edward Blake,Chief Compliance Officer;Co-Founder;Founding Partner;Partner,"Blake Schutter Theil Wealth Advisors, LLC",edward.blake@blakeschutter.com,,Salesforce
10803506,Inactive Investor,William Vasconcellos,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boise ID 1161 W River St,william.vasconcellos@ubs.com,,Salesforce
10809180,Inactive Investor,Jamie Young,Financial Advisor,"Osaic Wealth, Inc. Pleasant Prairie WI 10411 Corporate Dr",,,Salesforce
10777661,Inactive Investor,Patrick Sullivan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",patrick.sullivan@ml.com,,Salesforce
11108040,Inactive Investor,Nivardo Flores,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,nivardo.flores@jpmorgan.com,,Salesforce
10804310,Inactive Investor,George Bolton,Chief Investment Officer;Partner;Portfolio Manager,"WestEnd Capital Management, LLC. Santa Monica CA 520 Broadway",gbolton@wcmsf.com,,Salesforce
3578867,,Lynn McConnell,,,lynn.mcconnell04@gmail.com,,Web Form Fillout
2131204,,Barbara Kos,,,barbarak@gmail.com,,
10766665,Inactive Investor,Gary King,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",kingg@stifel.com,,Salesforce
11200981,Inactive Investor,Matthew Arnett,Certified Public Accountant;Financial Planner;Managing Member,Arnett Financial Group,,,Salesforce
11090644,Inactive Investor,Abraham Morales,,J.P. Morgan Securities LLC Lakewood CA 5059 Lakewood Blvd,abraham.morales@chase.com,,Salesforce
11041853,Inactive Investor,John Swift,Financial Advisor,LPL Financial LLC Newport Beach CA 5000 Birch St,john.swift@lpl.com,,Salesforce
9910956,,Matthew Nagan,,,matthewnagan@gmail.com,,Web form fillout
220076,,Tim Parker,,Witter Family Office,tim@witter.nyc,,
10646597,,James Reese,,,james.reese@equitable.com,,List Import
10848846,Inactive Investor,Michael Calisi,,"Next Financial Group, Inc. Chandler AZ 1490 S Price Rd",,,Salesforce
10826921,Inactive Investor,Brian Stearns,,"Raymond James Financial Services, Inc. Belmont MI 6350 Jupiter Ave NE",brian.stearns@raymondjames.com,,Salesforce
9567406,,Paul Lafferty,,,paullafferty1411@gmail.com,,List import
214349,,Jarrod Coleman,,[Unknown],jarrodc52@gmail.com,,Direct
10933821,Inactive Investor,Samuel Saied,Financial Representative,MWA Financial Services Inc. Amarillo TX 7201 W Interstate 40,samuel.s.saied@mwarep.org,,Salesforce
10870899,Inactive Investor,Frank Orzel,,"First Financial Coaching, Inc.",,,Salesforce
9550499,,Yvonne Oneill,,,yvonne@oneillfm.com,,List import
10868258,Inactive Investor,Suzanne Lake,,LPL Financial LLC Orwigsburg PA 3 Sculps Hill Rd,suzanne.lake@lpl.com,,Salesforce
11165194,Inactive Investor,Jonathan West,Financial Planner,LPL Financial LLC Seal Beach CA 311 Main St,jonathan.west@lpl.com,,Salesforce
11152739,Inactive Investor,Gregory Meador,,"VALIC Financial Advisors, Inc. Independence OH 2 Summit Park Dr",gregory.meador@valic.com,,Salesforce
11136640,Inactive Investor,Zackery Romer,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",zack.romer@nm.com,,Salesforce
11200959,Inactive Investor,John Mills,Investment Advisor Representative,"Royal Fund Management, LLC Atlanta GA 5555 Glenridge Connector",jmills@royalfundmanagement.com,,Salesforce
9635700,,Susan Frois,,,susan@yhbia.com,,List import
11195194,Inactive Investor,Jordan Johnson,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,Pinelight Financial LLC,jordan@pinestarfinancial.com,,Salesforce
9592426,,Dave Gedeon,Head of Bloomberg Indices,Bloomberg Index,dgedeon4@bloomberg.net,,List import
9584680,,Matthew McDaniel,,,mmcdaniel@massmutual.com,,List import
10773794,Inactive Investor,Tracy McCarver,Director - Trading And Operations;Head - Trading,"Heritage Investment Group, Inc.",tmccarver@heritageinvestment.com,,Salesforce
353179,,Rhona Crockett,"President, CEO & Founder",TAG Consulting Group,rhona.crockett@gmail.com,,Event
189301,,redon kurti,,[Unknown],kurtiredon13@gmail.com,,source
10645852,,Remu Deleon,,,r.deleon@primerica.com,,List Import
10863283,Inactive Investor,Elke Rhoda,Financial Advisor;Vice President,Morgan Stanley Plano TX 7500 Dallas Pkwy,elke.rhoda@morganstanley.com,,Salesforce
9574798,,Robert Burns,,,robert.burns@fmr.com,,List import
9589509,,Mark Matthews,,,mark@zodia-markets.com,,List import
9598645,,Michael Domingo,"Chief Compliance Officer, Managing Member, President","Cadence Financial Advisors, LLC",mdomingo@cadenceadvisors.com,,List import
10932118,Inactive Investor,Sean Devine,,Money Concepts Capital Corp,sean@moneyconcepts.com,,Salesforce
10770274,Inactive Investor,Alisa Ko,,UBS Financial Services Inc. New York NY 299 Park Ave,alisa.ko@ubs.com,,Salesforce
11165192,Inactive Investor,Tyler Lane,Financial Advisor,LPL Financial LLC Olathe KS 13095 S Mur Len Rd,tyler.lane@lpl.com,,Salesforce
2019117,,Nilesh Tadvi,,,nileshtadvi584@gmail.com,,
9615411,,David Brown,,,dlbwheaton@yahoo.com,,List import
10977114,Inactive Investor,Justin Rayman,Investment Executive,"Fifth Third Securities, Inc. Mount Pleasant SC 710 Coleman Blvd",justin.rayman@53.com,,Salesforce
11029767,Inactive Investor,Michael Scovel,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,mscovel@ft.newyorklife.com,,Salesforce
11143517,Inactive Investor,Cody Roe,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cody_roe@vanguard.com,,Salesforce
11019710,Inactive Investor,Elizabeth Rush,,"N.I.S. Financial Services, Inc.",,,Salesforce
72169,,Steven Stocker,Chief Executive Officer And Member,Investment Partners Ltd,sstocker@invp.com,330-308-9707,Manual List Upload
10836681,Inactive Investor,Anthony Lubrino,Financial Advisor,"Wells Fargo Clearing Services, LLC Ithaca NY 2430 N Triphammer Rd",anthony.lubrino@wellsfargoadvisors.com,,Salesforce
10489966,,Linsey Gandy,"Chief Compliance Officer, Controller","BSIP SLP GP, LLC",linsey@bluestarinnovationpartners.com,,List Import
10822178,Inactive Investor,Kevin McCartney,Financial Advisor,Edward Jones Littleton CO 5911 Middlefield Rd,kevin.mccartney@edwardjones.com,,Salesforce
11047519,Inactive Investor,Jihad Tariq,,PFS Investments Inc. Duluth GA 6340 Sugarloaf Pkwy,jihad.tariq@primerica.com,,Salesforce
9608529,,Erich Duft,,,erichaduft777@gmail.com,,List import
10795611,Inactive Investor,Brooks Kickham,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",bkickham@financialguide.com,,Salesforce
10921496,Inactive Investor,Mica Bonomo,,"FBL Marketing Services, LLC Brazil IN 101 S Sherfey St",mica.bonomo@fblfinancial.com,,Salesforce
11100259,Inactive Investor,Polly Flores,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",polly.flores@ampf.com,,Salesforce
10890128,Inactive Investor,Megan Sowers,,"Truist Investment Services, Inc. Virginia Beach VA 948 Laskin Rd",megan.sowers@truist.com,,Salesforce
10768385,Inactive Investor,Larry Daniels,Financial Advisor,Edward Jones Blue Bell PA 3 Valley Sq,larry.daniels@edwardjones.com,,Salesforce
9612168,,Michael Slater,,,michael.slater@dpimc.com,,List import
10936904,Inactive Investor,John Nowak,Chief Compliance Officer;Financial Planner;Member;President,Alo Financial Planning,,,Salesforce
332936,,Alec Maixner,,Trinity Portfolio Advisors,alec@trinityportfolio.com,,
10994784,Inactive Investor,Yari Mejia,Accountant;Associate;Financial Advisor;Relationship Manager,"Seiler & Associates, LLC",ymejia@seiler-associates.com,,Salesforce
10861968,Inactive Investor,David Laliberte,,"Vanderbilt Securities, LLC Hudson MA 1 Lincoln St",dlaliberte@vanderbiltsecurities.com,,Salesforce
11041322,Inactive Investor,Sheryl Hazzard,,PFS Investments Inc. Franklin Square NY 828 Hempstead Tpke,sheryl.hazzard@primerica.com,,Salesforce
10488011,,Sledge Killion,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner,swkillion@unitedplanners.com,,List Import
10886806,Inactive Investor,Nicholas Taylor,Investment Advisor Representative,"Equity Services, Inc. Glens Falls NY 553 Glen St",,,Salesforce
9571709,,Gokul Patel,,,gokulp1@hotmail.com,,List import
11149930,Inactive Investor,Tamara Booth,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,tamara.booth@ceterais.com,,Salesforce
11152463,Inactive Investor,Rebecca Linhart,Financial Advisor,Commonwealth Financial Network Marblehead MA Private Residence,rlinhart@commonwealth.com,,Salesforce
11106202,Inactive Investor,Teri Jaeger,Associate Financial Advisor,"Ameriprise Financial Services, LLC Wisconsin Rapids WI 111 24th St S",teri.jaeger@ampf.com,,Salesforce
11049677,Inactive Investor,Veniesha Brooks,,"Wells Fargo Clearing Services, LLC Las Vegas NV 3800 Howard Hughes Pkwy",veniesha.brooks@wellsfargoadvisors.com,,Salesforce
11111403,Inactive Investor,Keith Knox,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11081722,Inactive Investor,Ian Harrison,Account Executive,Fisher Investments,,,Salesforce
11213383,Inactive Investor,Simon Pardo,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
10833788,Inactive Investor,Dennis Tulley,,LPL Financial LLC Salem NH 93 Stiles Rd,dennis.tulley@lpl.com,,Salesforce
11089674,Inactive Investor,Jose Ordonez Coronel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jose.ordonez-coronel@jpmorgan.com,,Salesforce
9643690,,Joe Goelz,,,joegoelz@gmail.com,,List import
10991843,Inactive Investor,Scott Clayton,,LPL Financial LLC Chicago IL 111 W Monroe St,scott.clayton@lpl.com,,Salesforce
10648379,,Noel Cajigas,,,noel@diamondwealthmgt.com,,List Import
11204133,Inactive Investor,Clarence House,,"Farmers Financial Solutions, LLC Antlers OK 112 W Main St",,,Salesforce
10590054,,ALEXANDER VISAEZ,,,alexjvh123@gmail.com,,Web Form Fillout
11179626,Inactive Investor,Gordon Anthony,Private Banker;Senior Vice President,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",gordon.anthony@wellsfargoadvisors.com,,Salesforce
11232274,Inactive Investor,Joan Costello,,PFS Investments Inc. Newburgh NY 1662 Rte 300,jcostello@primerica.com,,Salesforce
11159726,Inactive Investor,Natalie Boyd,,"Packerland Brokerage Services, Inc. Mosinee WI 1220 Western Ave",natalie_boyd@packerlandbrokerage.com,,Salesforce
10981175,Inactive Investor,Anthony Bird,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10510854,,Robby Ross,,S&P Dow Jones,robert.ross@spglobal.com,,List Import
10810276,Inactive Investor,Charlie Ramos,Director - Alternative Investments;Financial Advisor;First Vice President - Wealth Management;Workplace Advisor - Equity Compens,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,charlie.ramos@morganstanley.com,,Salesforce
11101445,Inactive Investor,Hal Brettmann,,Cetera Advisor Networks LLC Olathe KS Private Residence,,,Salesforce
11157162,Inactive Investor,Kevin Crain,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,kevin.crain@morganstanley.com,,Salesforce
10510561,,Molly Landes,"Senior Vice President, ETF Group",TCW,molly.landes@tcw.com,,List Import
11085268,Inactive Investor,Li Zhang,,"Transamerica Financial Advisors, Inc Gaithersburg MD 702 Russell Ave",,,Salesforce
10899120,Inactive Investor,Phillip Gomez,Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",phillip.gomez@ml.com,,Salesforce
11004324,Inactive Investor,Chandra Robinson,,"W&S Brokerage Services, Inc. Canton OH 6539 Market Ave N",,,Salesforce
11199388,Inactive Investor,Frederick Minges,Manager;Member;Principal;Treasurer,Alesco Advisors LLC,fminges@alescoadvisors.com,,Salesforce
9562549,,Louis Delgado,,,louis.delgado@gmail.com,,List import
10756121,Inactive Investor,Marisa Junkins,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",marisa.junkins@ml.com,,Salesforce
10942885,Inactive Investor,Mona Lara,Financial Associate,Thrivent Investment Management Inc. Louisville CO 864 W South Boulder Rd,mona.lara@thrivent.com,,Salesforce
10883660,Inactive Investor,Holden Young,,Lazard Asset Management Securities LLC,holden.young@lazard.com,,Salesforce
11146931,Inactive Investor,Michael Lee,,State Farm VP Management Corp. Waterville ME 328 Main St,,,Salesforce
9542177,,Zhaoxin Zhou,,,zhouzhaoxin1215@outlook.com,,List import
11141330,Inactive Investor,Matthew Sadler,,"U.S. Bancorp Investments, Inc. Chicago IL 209 S La Salle St",matthew.sadler@usbank.com,,Salesforce
10949929,Inactive Investor,Christopher Demania,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,,,Salesforce
9598815,,Christina Covalesky,,,christina@wetherby.com,,List import
11035088,Inactive Investor,Michael Kelly,,MWA Financial Services Inc. Sanford NC Private Residence,michael.s.kelly@mwarep.org,,Salesforce
10780042,Inactive Investor,Amanda Perkins,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
11134339,Inactive Investor,William Reece,,"Allstate Financial Services, LLC Chapel Hill NC 112 Perkins Dr",williamreece@allstate.com,,Salesforce
9565776,,Elise Messerli,,,elise@newschool.edu,,List import
11095107,Inactive Investor,John Ritter,Financial Advisor,Edward Jones Peoria IL 1314 W Pioneer Pkwy,john.r.ritter@edwardjones.com,,Salesforce
11170225,Inactive Investor,Patrick Shurdut,Client Service Associate,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,,,Salesforce
11159336,Inactive Investor,Charles Seay,,J.P. Morgan Securities LLC Las Vegas NV 2514 S Maryland Pkwy,,,Salesforce
11138125,Inactive Investor,Nicholas Andersen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,nicholas.andersen@fidelity.com,,Salesforce
10825219,Inactive Investor,Gary Shepherd,Regional Leader,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",gary.shepherd@lfg.com,,Salesforce
10967266,Inactive Investor,Marney Skinner,,TD Private Client Wealth LLC Sarasota FL 3450 Clark Rd,marney.skinner@td.com,,Salesforce
10944434,Inactive Investor,Kyle Klockenbrink,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11102313,Inactive Investor,Michelle Staten,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11179421,Inactive Investor,Lei Chen,,"Wells Fargo Clearing Services, LLC Happy Valley OR 9350 SE 82nd Ave",,,Salesforce
10867942,Inactive Investor,John Cavacini,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",john.cavacini@usbank.com,,Salesforce
229037,,Kyle Mathews -,,Kyle Mathews [[Unknown]],kylemat@hotsoup.net,,Advertising
11007242,Inactive Investor,Kristen Weschler,,Country Capital Management Company Port Orchard WA 1740 Pottery Ave,kristen.weschler@countryfinancial.com,,Salesforce
10617607,,Scott Ginsberg,,,scott.ginsberg@equitable.com,,List Import
9641249,,John R Rapozo,,,jrapozo@johnston-group.com,,List import
10991203,Inactive Investor,Matthew Buehler,Manager;Managing Member,Erenda Capital Glendale WI 6421 N Elm Tree Rd,matt@erendacapital.com,,Salesforce
11222207,,William Haberman,,,bill@oakwoodcapital.com,,List Import
10918240,Inactive Investor,Brian Belliveau,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",brian.belliveau@nm.com,,Salesforce
342741,,Robert Ramsauer,Chief Operating Officer,Blackstone Management Partners L.l.c.,ramsauer@blackstone.com,212-583-5000,Manual List Upload
10657083,,Christopher Weinacht,,,weinacht.christopher@ntrs.com,,List Import
10890930,Inactive Investor,Eric Miller,Chief Executive Officer;President,Increase Consultants LLC,emiller@inc-financial.com,,Salesforce
9628717,,Christoph Müller,,,christoph.k.mueller@gmail.com,,List import
11177923,Inactive Investor,Alexander Amundson,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,alex.amundson@lpl.com,,Salesforce
9604118,,OWEN COLEGROVE,,,owen@algofi.org,,List import
11092986,Inactive Investor,Donald Wiggins,,"Empower Financial Services, Inc Hillsborough NJ Private Residence",donald.wiggins@empower.com,,Salesforce
10972510,Inactive Investor,Jessica Mauger,,Vanguard Marketing Corporation,jessica_mauger@vanguard.com,,Salesforce
10971626,Inactive Investor,Richard Fiderer,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
11027102,Inactive Investor,Danthony Palms,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,dwpalms@ft.newyorklife.com,,Salesforce
10876605,Inactive Investor,Aahana Chatterjee,,Goldman Sachs & Co.,,,Salesforce
11153659,Inactive Investor,Randolph Nead,,Cetera Advisor Networks LLC Furlong PA Private Residence,,,Salesforce
10921823,Inactive Investor,Wendy Oksness,Financial Advisor,LPL Financial LLC Alexandria MN 405 50th Ave W,wendy.oksness@lpl.com,,Salesforce
10615861,,Laura Linger,,,llinger@williamblair.com,,List import
10882644,Inactive Investor,Chad Wilson,,"Osaic Wealth, Inc. Jackson TN 2138 Pleasant Plains Ext Rd",,,Salesforce
228657,, -,,[[Unknown]],stanekkm@msn.com,,
11113207,Inactive Investor,Elizabeth Mcelhaney,Financial Advisor,Edward Jones Overland Park KS 10561 Barkley St,lizanne.mcelhaney@edwardjones.com,,Salesforce
10785028,Inactive Investor,Jeffrey Luechtefeld,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",jeffrey.luechtefeld@benjaminfedwards.com,,Salesforce
10951574,Inactive Investor,William Radford,,PFS Investments Inc. Tuscaloosa AL 1400 Jack Warner Pkwy NE,william.radford@primerica.com,,Salesforce
11129079,Inactive Investor,Jon Vaccarella,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",jon_vaccarella@ml.com,,Salesforce
10933718,Inactive Investor,Jason Woodburn,Client Associate,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 500 W Cypress Creek Rd",jason.woodburn@wfafinet.com,,Salesforce
10829012,Inactive Investor,Nicholas Impicciche,,Goldman Sachs & Co.,,,Salesforce
10917507,Inactive Investor,Zachary Scott,Financial Advisor,Commonwealth Financial Network Stanfordville NY 758 Hunns Lake Rd,zscott@commonwealth.com,,Salesforce
10770961,Inactive Investor,Radhames Pineda,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1860 Broadway,radhames.pineda@jpmorgan.com,,Salesforce
11056552,Inactive Investor,Geri Alexander,Registered Client Associate,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,geri.alexander@morganstanley.com,,Salesforce
10878782,Inactive Investor,Larry Crank,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",larry.crank@ml.com,,Salesforce
183225,,Roger Schnittjer,,[Unknown],rmschnittjer@gmail.com,,
10931917,Inactive Investor,David Hannon,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,dhannon@ft.newyorklife.com,,Salesforce
9638600,,Stephen Segundo,,,segundo@privatewealthgroup.com,,List import
11183023,Inactive Investor,James Choi,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. San Ramon CA 3223 Crow Canyon Rd",james.choi@usbank.com,,Salesforce
9614258,,Adrian Mastracci,,,adrian@lycosasset.com,,List import
11220989,,Ali Shingjergji,,,ali.shingjergji@transamerica.com,,List Import
11123843,Inactive Investor,Mark Hughes,,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",mark.hughes@lfg.com,,Salesforce
9648293,,Cyril Iroudayassamy,,,cyril.irou@gmail.com,,List import
10945122,Inactive Investor,Kenneth Tucker,,Edward Jones Lake Jackson TX 115 N Dixie Dr,ken.tucker@edwardjones.com,,Salesforce
9625635,,NANTHIPHAK KENT,,,nanthiphak@aol.com,,List import
10909585,Inactive Investor,Ian Albin,,BBVA Securities Inc.,,,Salesforce
11254303,Inactive Investor,Justin Davis,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9550414,,Phillip Aldridge,,,phillipaldridge@synovus.com,,List import
9576824,,John Smith,,,j.smith@gmail.com,,List import
11038658,Inactive Investor,Christopher Kuenzi,,"Raymond James Financial Services, Inc. Beaver Dam WI 215 Corporate Dr",christopher.kuenzi@raymondjames.com,,Salesforce
11001373,Inactive Investor,Jason Gillespie,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jason.gillespie@primerica.com,,Salesforce
11108142,Inactive Investor,Nasip Lobrecht,,J.P. Morgan Securities LLC Spring TX 8855 Spring Cypress Rd,nasip.lobrecht@jpmorgan.com,,Salesforce
9628570,,ounnoughene younes,,,youness.ounnoughene@gmail.com,,List import
9614280,,LAURENCE CHLOUPEK,,,lacrn3@gmail.com,,List import
9617666,,Peter Alonso,,,palonso@bamfunds.com,,List import
11213518,Inactive Investor,Brice Parr,Investment Advisor,Fisher Investments,,,Salesforce
11068966,Inactive Investor,Michaela Voeller,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
10889402,Inactive Investor,George Pantlind,Senior Wealth Advisor,"Innovia Wealth, LLC",tom@innoviawealth.com,,Salesforce
178941,,Mark Benton,Admin & Governance Manager - Pensions,[Unknown],mark.benton@asda.co.uk, +44 (0)113 826 2545,Database Upload
11158223,Inactive Investor,Cynthia Williams,Registered Brokerage Service Assistant,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",cynthia.williams@firstcitizens.com,,Salesforce
10969480,Inactive Investor,Andres Miranda,Chief Compliance Officer,"Conscientia Family Office, LLC",amiranda@conscientiafo.com,,Salesforce
9598576,,Stephen Korn,,FIELDER CAPITAL GROUP LLC,skorn@fieldercapital.com,,List import
11206084,Inactive Investor,Angela Lane,,"Wells Fargo Advisors Financial Network, LLC Pensacola FL 316 S Baylen St",angela.lane@wfadvisors.com,,Salesforce
9552876,,Andrei Ardelean,,,larga.andrei@gmail.com,,List import
11008637,Inactive Investor,Andrew Achary,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",andrew.achary@nm.com,,Salesforce
11091030,Inactive Investor,Nicholas Sheridan,Advisor,Commonwealth Financial Network West Hartford CT 71 Raymond Rd,nsheridan@commonwealth.com,,Salesforce
346955,,Darshan Desai,Chief Operating Officer,Dynamic Beta Investments Llc,dd@beachheadcapital.com,646-837-7030,Manual List Upload
11233916,Inactive Investor,Rachelle Debroske,,"Osaic Wealth, Inc. Flint MI 1471 S Elms Rd",,,Salesforce
10858776,Inactive Investor,Tyler Morin,,LPL Financial LLC Bountiful UT 5 N Main St,tyler.morin@lpl.com,,Salesforce
11204016,Inactive Investor,John Bennett,Chief Compliance Officer;Founder;President,"Reliastar Capital Management, Inc.",john@reliastarcapital.com,,Salesforce
11200034,Inactive Investor,David Dankmyer,Partner,Matter Family Office,ddankmyer@matterfamilyoffice.com,,Salesforce
10798111,Inactive Investor,Anthony Campanile,,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,anthony_campanile@glic.com,,Salesforce
10967163,Inactive Investor,Kyle Mcdaniel,,"Charles Schwab & Co., Inc.",kyle.mcdaniel@schwab.com,,Salesforce
10915410,Inactive Investor,Bradley Livingstone,,"Independent Financial Group, LLC Lucas TX Private Residence",,,Salesforce
10766985,Inactive Investor,Donna Goldhorn,Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",donna_goldhorn@ml.com,,Salesforce
10860327,Inactive Investor,Benjamin Anton,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10864889,Inactive Investor,Lee Margerison,Principal,LPL Financial LLC Newark DE 5 Hunting Ct,lee.margerison@lpl.com,,Salesforce
78773,,Dante Pastore,Senior Vice President,Fisher Investments,d.pastore@fi.com,,
10770987,Inactive Investor,Raffaele Maione,Financial Advisor;First Vice President;Sales Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",ralph.maione@ml.com,,Salesforce
9568128,,Jim McUmber,,,jwmcumber@gmail.com,,List import
349062,,Donald Sledz,Shareholder,"Mb, Levis & Associates,llc",dsledz@mblevis.com,610-419-9690,Manual List Upload
11064526,Inactive Investor,David Everson,Associate Vice President,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",david.everson@raymondjames.com,,Salesforce
10976802,Inactive Investor,Bradley Dobson,Senior Research Analyst,"Orgel Wealth Management, LLC",,,Salesforce
11094297,Inactive Investor,Alberto Dominguez,Financial Advisor,"Cadaret, Grant & Co., Inc. Poughkeepsie NY Private Residence",adominguez@ae.cadaretgrant.com,,Salesforce
9566464,,jose betancourt,,,jose.a.betancourt@wellsfargo.com,,List import
10918436,Inactive Investor,Edward Sullivan,,LPL Financial LLC Scotch Plains NJ 501 Park Ave,ed.sullivan@lpl.com,,Salesforce
10849118,Inactive Investor,William James,Chief Compliance Officer;Financial Planner;Managing Member;President,Capital Advisory Group,wes@cagtampa.com,,Salesforce
10830665,Inactive Investor,Hina Class,,UBS Financial Services Inc.,hina.class@ubs.com,,Salesforce
9544380,,Walter Cotton,,,jeff.cotton@hdvest.net,,List import
11010362,Inactive Investor,Bradley Daniels,,Cetera Advisor Networks LLC Shrewsbury NJ 1151 Broad St,,,Salesforce
10806631,Inactive Investor,William Luttrell,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,william.luttrell@morganstanley.com,,Salesforce
9543316,,Owen Duncan,,,owenduncan443@gmail.com,,List import
10952796,Inactive Investor,Jonathan Murray,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathan_murray@vanguard.com,,Salesforce
10997068,Inactive Investor,Brendan White,Investment Strategist,Janiczek Wealth Management,bwhite@janiczek.com,,Salesforce
10775644,Inactive Investor,Nicholas Benevento,,Cetera Advisors LLC Red Bank NJ 30 Broad St,nicholas.benevento@ceteraadvisors.com,,Salesforce
338776,,Karen Brinkley,Client Advocate,Authentic Wealth,karen@authenticcounsel.com,972-719-2557,Manual List Upload
10869550,Inactive Investor,John Mishima,,J.P. Morgan Securities LLC Diamond Bar CA 1100 S Diamond Bar Blvd,john.mishima@jpmorgan.com,,Salesforce
9600271,,Megan Kupratty,,,megan@linkedin.com,,List import
10659173,,Christopher Crandall,,,christopher.crandall@lpl.com,,List Import
11120521,Inactive Investor,Angela Stafford,Investment Advisor Representative;Regional Leader,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,astafford@primerica.com,,Salesforce
10993248,Inactive Investor,Summer Taufer,Chief Compliance Officer;Chief Operating Officer;President,"The Broughton Investment Group, Inc.",,,Salesforce
11207936,Inactive Investor,Katelyn Bronger,,Morgan Stanley Louisville KY 4969 US Hwy 42,,,Salesforce
11136360,Inactive Investor,Jonathon Hemmer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jonathon.hemmer@fidelity.com,,Salesforce
10863689,Inactive Investor,J ORGAN,,Cetera Advisors LLC Kent OH 234 S Water St,john.organ@ceteraadvisors.com,,Salesforce
11126368,Inactive Investor,Christine Opp,Client Advisor;Managing Director,"Freestone Capital Management, LLC",christine.o@freestonecapital.com,,Salesforce
11049762,Inactive Investor,Ashley Baerwaldt,Financial Advisor,"RBC Capital Markets, LLC Seattle WA 401 Union St",,,Salesforce
10965901,Inactive Investor,Clark Preston,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11080520,Inactive Investor,Kevin Clark,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Tampa FL 5305 Ehrlich Rd,kevin.clark@jpmorgan.com,,Salesforce
10781172,Inactive Investor,James Cahill,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
9611926,,Jeremy Gardner,,,jgardner@vfplanning.com,,List import
10917008,Inactive Investor,Cory Haupt,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Partner,C.R. Haupt LLC,cory@crhaupt.com,,Salesforce
10658595,,Stephan Roberts,,,scroberts@rwbaird.com,,List Import
10798403,Inactive Investor,David Root,,"MML Investors Services, LLC Oakland FL 301 N Tubb St",droot@massmutual.com,,Salesforce
9596485,,Wayne Lou,,,wlou@focuspartners.com,,List import
9606147,,Ebru Kara,,,ebrusavkara@gmail.com,,List import
10999041,Inactive Investor,Jason Ford,,Country Capital Management Company Palmyra IL 122 N Main St,jason.ford@countryfinancial.com,,Salesforce
10851351,Inactive Investor,Warren Anderson,Financial Advisor,Edward Jones Littleton CO 7901 Southpark Plz,,,Salesforce
11024221,Inactive Investor,Brandon Reichart,Financial Advisor,Edward Jones Springfield IL 2815 Old Jacksonville Rd,brandon.reichart@edwardjones.com,,Salesforce
9614790,,Jonatan Lisalde,,,jonatan@synergy-wealthgroup.com,,List import
10964774,Inactive Investor,Michael Spadafore,Financial Advisor;Financial Representative,"Principal Securities, Inc. Sewickley PA 2100 Georgetown Dr",spadafore.michael@principal.com,,Salesforce
11238325,Inactive Investor,Jessica Riner,,"Sterling Wealth Advisors, Inc.",jessica@wealthcoach.net,,Salesforce
9638584,,Diego Ferri,,,diego.ferri@tagescapital.com,,List import
11119743,Inactive Investor,Jesse Mason,Associate,Edward Jones Newton IA 325 W 4th St S,jesse.mason@edwardjones.com,,Salesforce
11254308,Inactive Investor,Justin Timko,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,,,Salesforce
214814,,Micah Jeppsen,,[Unknown],micahb.jeppsen@gmail.com,,
11054160,Inactive Investor,Rose Davila,,"CUSO Financial Services, L.P. San Antonio TX 6061 W Interstate 10",rdavila@cusonet.com,,Salesforce
10803323,Inactive Investor,David Escobar,,"Wells Fargo Advisors Financial Network, LLC Burbank CA 100 N 1st St",,,Salesforce
347039,,Nathan Dagley,Chief Executive Officer & Manager,"Encompass Advisory Services, Llc",ndagley@easadvice.com,281-391-6300,Manual List Upload
11161336,Inactive Investor,Joshua Billauer,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",josh.billauer@wellsfargoadvisors.com,,Salesforce
10931999,Inactive Investor,Kaising Lui,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,klui@gwnsecurities.com,,Salesforce
10965478,Inactive Investor,Lane Nichols,,LPL Financial LLC Salina KS 2036 S Ohio St,lane.nichols@lpl.com,,Salesforce
11013027,Inactive Investor,Deborah Smiley,Senior Wealth Advisor,Krilogy,dsmiley@krilogy.com,,Salesforce
11020806,Inactive Investor,David Jensen,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,,,Salesforce
11165256,Inactive Investor,Daniel Martin,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,daniel.martin@fmr.com,,Salesforce
11071399,Inactive Investor,Pasawan Hernandez,,"Geneos Wealth Management, Inc. San Gabriel CA 305 N San Marino Ave",,,Salesforce
10842283,Inactive Investor,David Tarantino,Chief Compliance Officer;Founding Partner;Managing Member,"Portico Wealth Advisors, LLC",,,Salesforce
350909,,Brian Faley,Indexed Fund Manager,Irish Life Investment Managers Limited,brian.faley@ilim.com,003-531-7041200,Manual List Upload
11038794,Inactive Investor,Keith Penewit,,MissionSquare Investment Services,kpenewit@icmarc.org,,Salesforce
10928834,Inactive Investor,Claudia Baggot,,"LPL Enterprise, LLC Staten Island NY Private Residence",claudia.baggot@prudential.com,,Salesforce
213340,,John Martineau,Chief Executive Officer & President & Owner,Nova Plumbing Technologies,john@nptworld.com,,Organic Search
11230199,Inactive Investor,Tom Pavicic,,NYLIFE Securities LLC Fremont CA 39650 Liberty St,tmpavicic@ft.newyorklife.com,,Salesforce
9629835,,darren smorgon,,,darren@sandbarinvestments.com.au,,List import
10888351,Inactive Investor,Nancy Breeding-Everhart,,"Fifth Third Securities, Inc. Shelbyville IN 110 N Harrison St",nancy.breeding-everhart@53.com,,Salesforce
11059333,Inactive Investor,David Fink,,"Lifestyle Freedom Advisory Group, LLC",david@lifestylefreedom.com,,Salesforce
10894589,Inactive Investor,Walter Dea,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,walter.dea@jpmorgan.com,,Salesforce
10778271,Inactive Investor,Barrett Jackson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",barrett.jackson@ml.com,,Salesforce
10478511,,Alex Luxy,,,frygagal@gmail.com,,Web Form Fillout
11231637,Inactive Investor,Zachary Wagner,,"Wells Fargo Advisors Financial Network, LLC Rochester NY 1640 Penfield Rd",,,Salesforce
10915906,Inactive Investor,Endeavor Nehrlich,,Wedbush Securities Inc. Lake Oswego OR 5885 Meadows Rd,endeavor.nehrlich@wedbush.com,,Salesforce
10760165,Inactive Investor,Paul Mullen,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",paul_b_mullen@ml.com,,Salesforce
11201891,Inactive Investor,Steven Bayles,,Citigroup Global Markets Inc.,,,Salesforce
11231850,Inactive Investor,Cody Boone,,Fidelity Brokerage Services LLC,,,Salesforce
10998112,Inactive Investor,Samuel Moncada,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",samuel.moncada@nm.com,,Salesforce
9608458,,Lawrence Kendall,,,acigc1@aol.com,,List import
10645038,,William Peluchiwski,,,wpeluchiwski@hlhz.com,,List Import
11213360,Inactive Investor,Margaret Dunworth,,Cetera Investment Services LLC Woodbridge NJ 604 Amboy Ave,margaret.dunworth@ceterais.com,,Salesforce
9625371,,Timothy White,,,twhite7326@gmail.com,,List import
9645015,,Carlos Culebro,,,cculebro@hotmail.com,,List import
10758150,Inactive Investor,Gregory Blackwood,,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,greg.blackwood@morganstanley.com,,Salesforce
10766391,Inactive Investor,Carlos Robert Guadalajara,,UBS Financial Services Inc. San Diego CA 600 W Broadway,carlos.robertguadalajara@ubs.com,,Salesforce
11092718,Inactive Investor,Nafi Hussein,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",nafi.hussein@ampf.com,,Salesforce
11075392,Inactive Investor,Jacob Simon,Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jacob.simon@tiaa.org,,Salesforce
11138428,Inactive Investor,Anthony Wiggan,,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",anthony.wiggan@raymondjames.com,,Salesforce
11189052,Inactive Investor,Morgan Fitzpatrick,,Goldman Sachs & Co. San Francisco CA 555 California St,morgan.hale@gs.com,,Salesforce
10986788,Inactive Investor,Robert Magley,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
236173,, -,,[[Unknown]],gppresti@optonline.net,,
9571088,,Todd Baird,,,t.baird@transamerica.com,,List import
10983233,Inactive Investor,Robert Ryness,,Edward Jones Redding CA 351 Northpoint Dr,,,Salesforce
10783420,Inactive Investor,Brian Thorsten,Financial Advisor,LPL Financial LLC Foley MN 210 4th Ave N,brian.thorsten@lpl.com,,Salesforce
11187422,Inactive Investor,Betsy Gorton,,Goldman Sachs & Co.,betsy.gorton@gs.com,,Salesforce
11133964,Inactive Investor,Janette Prichard,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,janette.prichard@ubs.com,,Salesforce
10764228,Inactive Investor,George Arky,,"Cambridge Investment Research, Inc. Chapel Hill NC 6320 Quadrangle Dr",,,Salesforce
10538188,,Phillip Williams,,,splicer_slosh0n@icloud.com,,Web Form Fillout
342030,,Robert Karicod,Chief Financial Officer,"Sixth Street Advisers, Llc",rkaricod@tpg.com,469-621-3001,Manual List Upload
11037698,Inactive Investor,Daniel Damond,Partner;Wealth Advisor,Corient San Francisco CA 600 Montgomery St,,,Salesforce
9623405,,Patrick Rooney,,,patrick@trade.tt,,List import
10806424,Inactive Investor,Jason Porter,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
10959917,Inactive Investor,Blake Lewis,,"Truist Investment Services, Inc. Colonial Beach VA 416 Colonial Ave",blake.lewis@truist.com,,Salesforce
11070116,Inactive Investor,Benjamin Longo,,"Raymond James Financial Services, Inc. Erie PA 3939 W Ridge Rd",ben.longo@raymondjames.com,,Salesforce
11107237,Inactive Investor,Douglas Beaudoin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",douglas.beaudoin@ml.com,,Salesforce
10869305,Inactive Investor,Alexander Edwards,,PFS Investments Inc. Stuart FL 1320 SE Federal Hwy,alexander.edwards@primerica.com,,Salesforce
9588877,,Stanley Mok,,,stan@mokcapital.com,,List import
9622648,,Megan Chang,,,mchang0502@gmail.com,,List import
11091760,Inactive Investor,Veronica Gauthier,,"Transamerica Financial Advisors, Inc Riverside CA 11801 Pierce St",veronica.gauthier@tfaconnect.com,,Salesforce
9614798,,Theodore Batoum,,,bmandeng@yahoo.com,,List import
10937415,Inactive Investor,Benjamin Fraser,,LPL Financial LLC,benjamin.fraser@lpl.com,,Salesforce
10761919,Inactive Investor,Erik Morland,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",erik.morland@ml.com,,Salesforce
10813892,Inactive Investor,Emily Stroud,,"Cambridge Investment Research, Inc. Fort Worth TX Private Residence",,,Salesforce
184235,,George Williams,Vice Chairman,Linscomb & Williams,gwilliams@linscomb-williams.com,713-840-1000,Manual List Upload
11160732,Inactive Investor,Payton Auchenbach,,Vanguard Marketing Corporation,payton_auchenbach@vanguard.com,,Salesforce
9587934,,Robert Hall,,,roberthall@hallcapitalmgmt.com,,List import
9558220,,Joseph Tucciarone,,,joe.tucciarone@thrivent.com,,List import
10765199,Inactive Investor,Jennifer Haggerty,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 260 Forbes Ave",jennifer_haggerty@ml.com,,Salesforce
10854235,Inactive Investor,Donald Armstrong,Financial Advisor,Key Investment Services LLC Buffalo NY 2030 Sheridan Dr,donald_armstrong@kisinvestments.com,,Salesforce
22006,,Nathanael Brown,Managing Director,Wind Point Partners,nab@wppartners.com,1-312-255-4800,Database Upload
11062060,Inactive Investor,Rachel Sowers,Practice Manager,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",rachel.calvert@raymondjames.com,,Salesforce
10854827,Inactive Investor,Gary Jones,,"FBL Marketing Services, LLC Overland Park KS 10801 Mastin St",gary.jones@fbfs.com,,Salesforce
9601411,,Robert Larzelere,,,rob.larzelere@att.net,,List import
10761626,Inactive Investor,Curtis Petri,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,curtis.petri@fidelity.com,,Salesforce
11154333,Inactive Investor,Sherland Kellman,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,skellman.4cfbh@primerica.com,,Salesforce
11007269,Inactive Investor,Neil Limcangco,,"Ameritas Investment Company, LLC Folsom CA 620 Coolidge Dr",neil.limcangco@ameritas.com,,Salesforce
11223048,,Robert Saperstein,,,robert.saperstein@guggenheimpartners.com,,List import
11094578,Inactive Investor,Steven Visage,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,steven.visage@fidelity.com,,Salesforce
11007756,Inactive Investor,Stephen Neal,,State Farm VP Management Corp. Chillicothe OH 223 Western Ave,,,Salesforce
9568516,,not specified Ielman,,,www.ielmanzr@gmail.com,,List import
372611,,Jon Gaunt,,United States,jon.gaunt@keypathedu.com,,Salesforce
10932597,Inactive Investor,Irene Hernandez,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,irene.hernandez@primerica.com,,Salesforce
10829466,Inactive Investor,Daniel Bouska,Managing Partner;Officer,"TSFG, LLC",bouska@tsfinancialgroupllc.com,,Salesforce
10289875,,PEDRO GONZALEZ MARQUEZ,,,pedrojal1976@gmail.com,,Web Form Fillout
10617412,,Vincent Ambrose,,,vincent.ambrose@jpmorgan.com,,List Import
246265,,Not Provided,President,Midway-Fremont Corporation,sfsexton@mail.com,,Manual List Upload
10794372,Inactive Investor,James Manos,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
10977551,Inactive Investor,Eric Muriuki,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,eric.muriuki@fmr.com,,Salesforce
10527875,,Mitchell Persenaire,,,mjpersenairedmd@gmail.com,,Web Form Fillout
9592072,,John Creekmur,,,john@creekmurwealth.com,,List import
10906800,Inactive Investor,Diana Solorzano,,J.P. Morgan Securities LLC Miami FL 8784 SW 72nd St,diana.hernandez@jpmorgan.com,,Salesforce
9546280,,Thomas Wilkinson,,,wilkinson.thomas@live.com,,List import
9614525,,Brian Dang,,,briankhanhdang@gmail.com,,List import
10763938,Inactive Investor,Kien Thai,,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",kien.thai@wellsfargoadvisors.com,,Salesforce
9643922,,Michael Ferraro,,,money.mike@senatesecurities.com,,List import
10647352,,Robert Lucke,,,rlucke@financialguide.com,,List Import
10559079,Active Investor,Zhaohui Wang,,Zhaohui Wang,,,Salesforce
11034152,Inactive Investor,Joshua Wind,,LPL Financial LLC Meridian ID 1494 W Ustick Rd,joshua.wind@lpl.com,,Salesforce
10893765,Inactive Investor,Elaijah Destin,,Morgan Stanley Washington DC 1775 I St NW,,,Salesforce
10808680,Inactive Investor,Ari Dardik,,"Register Financial Associates, Inc.",adardik@registerfinancial.com,,Salesforce
232622,, -,,[[Unknown]],ahmadsamman6@gmail.com,,Paid Social
10981521,Inactive Investor,Gustavo Treminio,Associate Financial Consultant,LPL Financial LLC Syosset NY 20 Cold Spring Rd,gustavo.treminio@lpl.com,,Salesforce
11025108,Inactive Investor,Alexander Stanciu,,State Farm VP Management Corp.,alexanderstanciu@statefarm.com,,Salesforce
10723215,,Arlex Idarraga,,,arlexip@gmail.com,,Web Form Fillout
11124416,Inactive Investor,David Hudson,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",david.j.hudson@ampf.com,,Salesforce
11174854,Inactive Investor,William Thacker,Financial Advisor,Edward Jones Hutchinson KS 1441 E 30th Ave,william.thacker@edwardjones.com,,Salesforce
10946587,Inactive Investor,Dylan Carey,Associate Financial Advisor,LPL Financial LLC Petaluma CA 301 N McDowell Blvd,,,Salesforce
10789224,Inactive Investor,Edgar Jacobs,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 605 Chestnut St",ed.jacobs@nm.com,,Salesforce
9642924,,Andie Jenkins,,,skulligirl@gmail.com,,List import
11067260,Inactive Investor,Daniel Chapin,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,daniel.chapin@fidelity.com,,Salesforce
10872896,Inactive Investor,Annette Coe,,"Wells Fargo Advisors Financial Network, LLC Baltimore MD 401 E Pratt St",,,Salesforce
10836449,Inactive Investor,Jennifer Schilter,Senior Client Service Associate,Morgan Stanley Denver CO 1550 Market St,jennifer.schilter@morganstanley.com,,Salesforce
10948682,Inactive Investor,Abanoub Gabra,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",abanoub.gabra@ml.com,,Salesforce
11080921,Inactive Investor,Joseph Kiernan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",joseph.kiernan@ml.com,,Salesforce
10983365,Inactive Investor,Brian Kremer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11130209,Inactive Investor,Kristin Wolfe,Client Associate,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",,,Salesforce
11028303,Inactive Investor,Carter Pearl,,"Raymond James Financial Services, Inc. Portland ME 2273 Congress St",carter.pearl@raymondjames.com,,Salesforce
10850116,Inactive Investor,William Johnson,,"I.M.S. Wealth Management, LLC",,,Salesforce
11134173,Inactive Investor,Joseph Tranchina,,"Ceros Financial Services, Inc. Red Bank NJ 200 Schulz Dr",jtranchina@cerosfs.com,,Salesforce
10969999,Inactive Investor,Cheston Hyers,Associate;Associate Financial Advisor,Edward Jones Baxley GA 193 Blackshear Hwy,,,Salesforce
9613259,,Michael Wertz,,,mwertz@williamblair.com,,List import
11094570,Inactive Investor,Thomas Larsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,thomas.larsen@fidelity.com,,Salesforce
10828430,Inactive Investor,James Curley,Financial Advisor,LPL Financial LLC Alexandria LA 128 Versailles Blvd,jamie.curley@lpl.com,,Salesforce
10943036,Inactive Investor,Alexa Tizon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11118180,Inactive Investor,Charles Osivwemu,,NYLIFE Securities LLC Stockton CA 3255 W March Ln,ceosivwemu@ft.newyorklife.com,,Salesforce
11036093,Inactive Investor,Luke Lonergan,,MWA Financial Services Inc. Alexandria LA 5816 Jackson St,luke.lonergan@modern-woodmen.org,,Salesforce
9546524,,Bentley Lam,,,bentleylam0209@gmail.com,,List import
10790203,Inactive Investor,Courtney Murphy-Mesa,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",courtney.murphy-mesa@ml.com,,Salesforce
11006470,Inactive Investor,Jessie Prince,,"Farmers Financial Solutions, LLC Phoenix AZ 3519 E Shea Blvd",,,Salesforce
10859746,Inactive Investor,Richard Locicero,,State Farm VP Management Corp. Stratford CT 1516 Barnum Ave,,,Salesforce
11194328,Inactive Investor,Gregory Casper,,"Osaic Wealth, Inc. Sheboygan WI 625 N 8th St",,,Salesforce
10957774,Inactive Investor,Christopher McCrillis,,Newbridge Securities Corporation Little Rock AR 16719 Cantrell Rd,cmccrillis@newbridgesecurities.com,,Salesforce
11235189,Inactive Investor,Charles Kunzelman,Private Wealth Strategist,"Bison Wealth, LLC Lake Mary FL 605 Crescent Executive Ct",ckunzelman@bisonwealth.com,,Salesforce
11172067,Inactive Investor,Nancy Breckenridge,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,nbreckenridge@primerica.com,,Salesforce
11239157,Inactive Investor,grace lau,,Benefit Financial Services Group,glau@bfsg.com,,Salesforce
341663,,Nick Austin,Consultant,Intellicents Investment Solutions Inc,nick.austin@intellicents.com,507-377-2919,Manual List Upload
10929716,Inactive Investor,Steven Reinisch,Chief Compliance Officer;Managing Member,"MacroVex Capital, LLC",steven@macrovex.com,,Salesforce
11180238,Inactive Investor,Bradley Hafalia,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,bradley_hafalia@vanguard.com,,Salesforce
11161406,Inactive Investor,Spencer Dolence,,"WesBanco Securities, Inc. Triadelphia WV 100 Cabela Dr",,,Salesforce
10494390,,Hector Hinojosa,"Chief Compliance Officer, Managing Member, Partner","SWAN DFW Financial Solutions, LLC",hector@swandfw.net,,List Import
11142710,Inactive Investor,Jeremy Thigpen,Financial Advisor,LPL Financial LLC Baton Rouge LA 7707 Old Hammond Hwy,jeremy.thigpen@lpl.com,,Salesforce
11175554,Inactive Investor,Nicholas Coutros,Associate Advisor,"IMG Wealth Management, Inc.",nicholas@imgwealthmanagement.com,,Salesforce
11198815,Inactive Investor,Michael Ruzhansky,Senior Wealth Planning Specialist,Citigroup Global Markets Inc.,,,Salesforce
42749,,Anthony Bell,,"KC Investment Advisors, LLC",sbell@kcoe.com,800-310-9537,
10784969,Inactive Investor,Kenneth Crawford,Portfolio Manager,Argent Capital Management LLC Saint Louis MO 700 Corporate Park Dr,kcrawford@argentcapital.com,,Salesforce
10487006,,Justin Burns,"Managing Director, Wealth Partner",J.P. Morgan Securities LLC,justin.m.burns@jpmorgan.com,,List Import
10777106,Inactive Investor,William Peerman,,Commonwealth Financial Network Nashville TN 3011 Armory Dr,wpeerman@commonwealth.com,,Salesforce
9552851,,Alex James,,,alex.james@surveyor-capital.com,,List import
11012301,Inactive Investor,Darren Featherstone,,State Farm VP Management Corp. Georgetown TX 950 W University Ave,,,Salesforce
10886683,Inactive Investor,Mark Handel,Financial Advisor,"Ameriprise Financial Services, LLC Youngstown OH 8170 South Ave",mark.handel@ampf.com,,Salesforce
153994,,Luis Naranjo,,[Unknown],luisnaranjo733@gmail.com,,
9626254,,Amanda J,,,luvly_jezz@yahoo.co.id,,List import
10895106,Inactive Investor,Trevor Willems,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
10487223,,James Leonard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",jcurt_leonard@ml.com,,List Import
11073065,Inactive Investor,Gonzalo Yubi,Wealth Supervisor,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,gonzalo.yubi@us.hsbc.com,,Salesforce
10950713,Inactive Investor,Nicholas Donofrio,,Edward Jones Kenosha WI Private Residence,,,Salesforce
11081346,Inactive Investor,Patrick Bungo,,"Cadaret, Grant & Co., Inc. Wesley Chapel FL Private Residence",,,Salesforce
10661543,,Daniel Kaibel,,,dkaibel@purposefinancialplanning.com,,List Import
5254883,,Recep Memili,,,smemili@gmail.com, +9005323208201,Web Form Fillout
10985679,Inactive Investor,Troy Plane,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10804178,Inactive Investor,David Grove,Financial Advisor,Edward Jones Panora IA 611 E Main St,dave.grove@edwardjones.com,,Salesforce
11079804,Inactive Investor,Natalya Jennings,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,natalya.jennings@jpmorgan.com,,Salesforce
9563058,,Marina Tranchina,,,marina.tranchina@fidelity.com,,List import
9569890,,Andrew Boas,,,aboas@carlmarks.com,,List import
11090277,Inactive Investor,Erica Brown,,"First Command Brokerage Services, Inc. Colorado Springs CO 1277 Kelly Johnson Blvd",elbrown1@firstcommand.com,,Salesforce
10954374,Inactive Investor,Nickelo Sleezer,,"FBL Marketing Services, LLC Cherokee IA 2 W Bow Dr",nicky.sleezer@fbfs.com,,Salesforce
11046622,Inactive Investor,William Walborn,,Sigma Financial Corporation Toledo OH 5640 Southwyck Blvd,wwalborn@sigmarep.com,,Salesforce
9597605,,Justin Laieski,,,jlaieski4@gmail.com,,List import
10486857,,John Moore,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC",john.moore@nm.com,,List Import
10873863,Inactive Investor,Timothy Graham,,"Allstate Financial Services, LLC Safford AZ 102 E US Hwy 70",timothygraham@allstate.com,,Salesforce
11093401,Inactive Investor,David Valdez,,"CUSO Financial Services, L.P. Pflugerville TX 15116 Fm 1825",,,Salesforce
11031518,Inactive Investor,Kenneth Kwan,,"Wells Fargo Clearing Services, LLC",kenneth.kwan@wellsfargoadvisors.com,,Salesforce
10908533,Inactive Investor,David Hodge,,"APW Capital, Inc. Beaver PA 1221 3rd St",,,Salesforce
10814098,Inactive Investor,Francisco Fernandez,Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,francisco.fernandez@morganstanley.com,,Salesforce
9612489,,Waldemar Mozes,,,wmozes@cedarstreetam.com,,List import
9603201,,Chris Mueller,,,cmueller@nextfinancial.com,,List import
1646334,,Karla Gómez González,,[Unknown],karla.go.gonzalez@gmail.com,,
11013206,Inactive Investor,Philip Gallagher,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",philip.gallagher@nm.com,,Salesforce
10754046,Inactive Investor,Anthony Billue,,"Avantax Investment Services, Inc. Radford VA Private Residence",billuea@myavantax.com,,Salesforce
10908896,Inactive Investor,Chris Beck,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
10783072,Inactive Investor,John Vizcarra,Investment Officer;Vice President,"City National Securities, Inc.",john.vizcarra@cnb.com,,Salesforce
9574283,,Roberto Delgado,,,roberto.delgado@fmr.com,,List import
228550,, -,,[[Unknown]],btedens@gmail.com,,
10854764,Inactive Investor,Jothilakshmi Narayanan,,Citigroup Global Markets Inc.,,,Salesforce
9618594,,Andrew Seligson,,,andrew@passportcapital.com,,List import
9871188,,Shah Nawaz,,,shah.nawaz.sn656@gmail.com,,Web Form Fillout
10754926,Inactive Investor,Elizabeth Misheff,Corporate Stock Benefit Consultant;Senior Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,elizabeth.misheff@ubs.com,,Salesforce
10835115,Inactive Investor,Ajit Gandhi,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",ajit.gandhi@prudential.com,,Salesforce
9568867,,Wesley Simpson,,,wesley.simpson@53.com,,List import
234493,, -,,[[Unknown]],2joerobbins@gmail.com,,Organic Search
9637629,,Jeff Sproul,,,jsproul@northlandwealth.com,,List import
11006368,Inactive Investor,Sarah Hollis,,LPL Financial LLC Pittsburgh PA 2 Penn Ctr W,,,Salesforce
10615319,,Martin Rosengarten,"Financial Advisor, Financial Planning Specialist, Second Vice President, Senior Investment Management Consultant",,martin.rosengarten@morganstanley.com,,List Import
10647363,,Haley Gray,,,hgray@financialguide.com,,List Import
10805309,Inactive Investor,Kaylie Gomez,,"Wells Fargo Clearing Services, LLC Brighton CO 15 S Main St",kaylie.gomez@wellsfargoadvisors.com,,Salesforce
10756709,Inactive Investor,Kyle Hoggarth,Financial Advisor,Edward Jones Little Falls MN 302 1st St SE,kyle.hoggarth@edwardjones.com,,Salesforce
210389,,Peter Ziemen,,[Unknown],pziemen@outlook.com,,
11033148,Inactive Investor,Kimberly Cardwell,,"N.I.S. Financial Services, Inc.",,,Salesforce
11138882,Inactive Investor,Rebecca Parkin,,"DFPG Investments, LLC",,,Salesforce
10870598,Inactive Investor,David Young,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.young@fidelity.com,,Salesforce
11106652,Inactive Investor,Joel Tavarez,,"Garden State Securities, Inc.",tavarez@gardenstatesecurities.com,,Salesforce
10852291,Inactive Investor,Matthew Baltera,Financial Advisor;Portfolio Manager;Workplace Advisor,Morgan Stanley Indianapolis IN 111 Monument Cir,matthew.baltera@morganstanley.com,,Salesforce
10898747,Inactive Investor,Daniel Binn,Managing Partner;Vice President,"Private Portfolios, Inc.",dan@privateportfolios.com,,Salesforce
11158590,Inactive Investor,Bryan Vancura,Financial Advisor;Principal,GEN Financial Management Inc.,bryan.vancura@genfinancial.com,,Salesforce
233836,, -,,[[Unknown]],crowterry@ymail.com,,
10801836,Inactive Investor,Michelle Hoexum,Member,Revalue LLC,mhoexum@revalueinvesting.com,,Salesforce
10904756,Inactive Investor,Yeh Ferguson,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,yeh.c.ferguson.t2jd@statefarm.com,,Salesforce
11200033,Inactive Investor,Mark Fenton,,"Portfolio Medics, LLC",mfenton@portfoliomedics.com,,Salesforce
11048554,Inactive Investor,Kelly McGrath,,State Farm VP Management Corp. Troy NY 233 N Greenbush Rd,kelly.wilber.ri29@statefarm.com,,Salesforce
11185964,Inactive Investor,Cuauhtemoc Ambriz Martinez,,"Wells Fargo Clearing Services, LLC Carmel CA 26600 Carmel Center Pl",cuauhtemoc.ambriz@wellsfargo.com,,Salesforce
9580647,,Karen Frankfort,,,kfrankfort@uscallc.com,,List import
10970621,Inactive Investor,Elitsa Zhelyazova,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,elitsa.zhelyazova@jpmorgan.com,,Salesforce
10845412,Inactive Investor,Daniel Newquist,Wealth Advisor,"Buckingham Strategic Wealth, LLC Morgan Hill CA 17190 Monterey St",dnewquist@buckinghamgroup.com,,Salesforce
11015495,Inactive Investor,Rebecca Gibson,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
9619589,,DENIS DILALLO,,,denis.dilallo@gmail.com,,List import
10924414,Inactive Investor,Thomas Vicario,,Cetera Investment Services LLC Lemont IL 15730 W 127th St,thomas.vicario@ceterais.com,,Salesforce
10807342,Inactive Investor,Komalpreet Kaur,Wealth Strategy Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,komalpreet.kaur@ubs.com,,Salesforce
10842661,Inactive Investor,Mark Simpson,Financial Advisor,Edward Jones Beaverton OR 16325 SW Barrows Rd,mark.simpson@edwardjones.com,,Salesforce
10987225,Inactive Investor,Evan Valeri,Financial Advisor,"CUSO Financial Services, L.P. Auburn Hills MI 2955 University Dr",evan.valeri@cusonet.com,,Salesforce
9554862,,Robert Campbell,,,rcampbell@massmutual.com,,List import
11063573,Inactive Investor,Andrew Oliva,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,,,Salesforce
11099613,Inactive Investor,James Watkins,President,Watkins Financial Limited,jim@watkinsfinancial.com,,Salesforce
11229695,Inactive Investor,Tristan Primeaux,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",tristan.primeaux@nm.com,,Salesforce
11062026,Inactive Investor,Stacy Hegarty,Senior Vice President;Vice President - Operations,"Hegarty Investment Logic, LLC",stacy@hegartyinvestmentlogic.com,,Salesforce
11254203,Inactive Investor,Brett Willis,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
10886776,Inactive Investor,Richard Carlton,,"Osaic Wealth, Inc. Eugene OR 215 Oakway Ctr",,,Salesforce
10830362,Inactive Investor,Dennis Tanner,Financial Advisor,LPL Financial LLC Philadelphia PA 2401 Pennsylvania Ave,dennis.tanner@lpl.com,,Salesforce
194879,,Iryna Marchuk,,[Unknown],irynamarrr@gmail.com,,source
11043969,Inactive Investor,Charles Willhoit,President,IWP Wealth Management LLC,charlie@iwpfo.com,,Salesforce
9595378,,Richard Imperiale,,,rimperiale@uniplanic.com,,List import
10887498,Inactive Investor,Karl Stern,,"Packerland Brokerage Services, Inc. Glen Mills PA Private Residence",karl_stern@packerlandbrokerage.com,,Salesforce
10948696,Inactive Investor,Cassandra Farner,Financial Advisor,Edward Jones Saint Louis MO 5257 Shaw Ave,cassie.farner@edwardjones.com,,Salesforce
11118357,Inactive Investor,Peter Gruenes,,"Empower Financial Services, Inc Sandy OR Private Residence",peter.gruenes@empower.com,,Salesforce
9584745,,Apiwat Paeprapa,,,a.paeprapa@hotmail.com,,List import
10957477,Inactive Investor,Laura White,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11020725,Inactive Investor,Paul Melanson,,Santander Securities LLC Wakefield MA 500 Main St,paul.melanson@santanderinvestments.com,,Salesforce
9644820,,Okonkwo Sub,,,kakachukwu089@gmail.com,,List import
11075360,Inactive Investor,Raul Garcia Gomez,,Goldman Sachs & Co.,,,Salesforce
347067,,Thomas Raterman,CEO,Interocean Wealth Management Llc,traterman@iowealth.com,312-698-6900,Manual List Upload
11119368,Inactive Investor,Raymond Miller,,A.G.P / Alliance Global Partners New York NY 40 Wall St,rmiller@allianceg.com,,Salesforce
11008486,Inactive Investor,Samuel Parmar,Senior Client Service Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",samuel.parmar@raymondjames.com,,Salesforce
10777781,Inactive Investor,Michael O'Neill,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",michael_oneill@ml.com,,Salesforce
9574976,,Marina Leytes,,,mleytes@57stars.com,,List import
353254,,Carlos Carrillo,Financial Advisor,LPL,carlos.carrillo@lpl.com,,Event
11202561,Inactive Investor,Kenneth Carbaugh,Chief Compliance Officer;Chief Executive Officer;President,Liberty Capital Management Inc,kcarbaugh@lcmgt.com,,Salesforce
10936114,Inactive Investor,Jared Moser,,J.P. Morgan Securities LLC Fort Lauderdale FL 2701 S University Dr,jared.moser@jpmorgan.com,,Salesforce
156161,,Guillermo wilhelem,,[Unknown],gwi@solfin.com.ar,,Paid Social
10815203,Inactive Investor,Robert Ploder,Special Advisor,Boston Harbor Investment Management,robert.ploder@bostonharborim.com,,Salesforce
11233210,Inactive Investor,Natkhana Mcquinn,,J.P. Morgan Securities LLC Westbrook ME 92 Rock Row,natkhana.mcquinn@jpmorgan.com,,Salesforce
11023213,Inactive Investor,Donovan Adams,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 1117 Perimeter Ctr",donovan.adams@wfafinet.com,,Salesforce
10955969,Inactive Investor,Benjamin Kaszanek,,Fidelity Brokerage Services LLC,,,Salesforce
113057,,Nicholas Petriello,,Lincoln Financial Advisors Corporation,nick.petriello@lfg.com,201-556-4565,
10600304,,Laura Vinson,,,lavinson11@gmail.com,,Web Form Fillout
10937026,Inactive Investor,Charles Wolfe,Financial Planner,"Osaic FA, Inc. Naples FL 999 Vanderbilt Beach Rd",chuck.wolfe@lfg.com,,Salesforce
10829480,Inactive Investor,Paul Nelson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fargo ND 51 Broadway N,paul.d.nelson@ubs.com,,Salesforce
10902342,Inactive Investor,Mason Polk,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond Heights MO Private Residence",,,Salesforce
10957395,Inactive Investor,Mickey Li,,Citigroup Global Markets Inc. Las Vegas NV 8701 W Sahara Ave,mickey.li@citi.com,,Salesforce
10970229,Inactive Investor,Kelsey Curtis,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,kelsey.curtis@fmr.com,,Salesforce
11192674,Inactive Investor,Jacqueline Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9575150,,Roy Cavazos,,,rcavazos@massmutual.com,,List import
10997345,Inactive Investor,Vijay Sosiah,,J.P. Morgan Securities LLC Howard Beach NY 15633 Crossbay Blvd,vijay.sosiah@jpmorgan.com,,Salesforce
9580431,,Therese Telzrow,,,therese.telzrow@pnc.com,,List import
227068,, -,,[[Unknown]],9999yrs@gmail.com,,Paid Search
11124807,Inactive Investor,Mitchell Sivertson,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",mitchell.sivertson@wellsfargoadvisors.com,,Salesforce
9576739,,Allen Montgomery,,,monte@iccmoney.com,,List import
10938934,Inactive Investor,Kara Coronel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11152104,Inactive Investor,Saifai Leung,,HSBC Securities (USA) Inc. Flushing NY 3910 Main St,saifai.leung@us.hsbc.com,,Salesforce
11072161,Inactive Investor,Seth Nannini,,"Capital Investment Group, Inc. Boone NC 184 Realty Row",snannini@capital-invest.com,,Salesforce
10752388,Inactive Investor,Francis Girard,,"Raymond James Financial Services, Inc. East Setauket NY 376 Mark Tree Rd",francis.girard@raymondjames.com,,Salesforce
9647473,,Ana Diaz,Wealth Advisor,Signature Financial Solutions,Adiaz@sfsfirm.com,,List import
9565307,,Mary Beth Suhr,,,marybeth.suhr@morganstanley.com,,List import
10895231,Inactive Investor,Travis Barnes,,"Independent Advisor Alliance, LLC Tallahassee FL 1801 Hermitage Blvd",travis@independentadvisoralliance.com,,Salesforce
11120203,Inactive Investor,Darell Prince,,Citigroup Global Markets Inc.,darell.prince@citi.com,,Salesforce
11024553,Inactive Investor,Gamerial Jones,,"American Global Wealth Management, Inc.",,,Salesforce
10606656,,Howard Chin,"Managing Director, Portfolio Manager",Seabridge Investment Advisors LLC,hchin@seabridge.com,908-273-5085,List Import
9517526,,Elyz Haces,,,elyz0428@gmail.com,,Web Form Fillout
10913985,Inactive Investor,Julie Graney,Financial Advisor,LPL Financial LLC Beulah ND 512 W Main St,julie.graney@lpl.com,,Salesforce
11112844,Inactive Investor,Mark Mann,,"Farmers Financial Solutions, LLC Oklahoma City OK 2525 NW Expy",,,Salesforce
4307357,,Axel Blikstad,,BLP Crypto,axelblikstad@gmail.com,5511982765484,Web form fillout
345476,,Steven Frankel,Managing Director,Medalist Partners Corporate Finance Llc,sfrankel@jmpsecurities.com,678-392-3150,Manual List Upload
11232393,Inactive Investor,Curtis Morrow,Supervisor,"Wells Fargo Advisors Financial Network, LLC Saint Louis MO Private Residence",,,Salesforce
9592303,,Sean Mcarthur,,,sean@rwcm.com,,List import
10603665,,William McFadden,"Chief Executive Officer, Managing Member, President, Senior Portfolio Manager","Wellington Shields & Co., LLC",william.mcfadden@shieldsandco.com,781-697-5663,List Import
10843886,Inactive Investor,Mary Anderson,Portfolio Manager;President;Regulatory Contact,First Fiduciary Investment Counsel Inc,mary@firstfiduciary.com,,Salesforce
10876827,Inactive Investor,Scott Davis,,Cetera Advisor Networks LLC Bloomington IL Private Residence,,,Salesforce
9640162,,Blake Morrison,,,blake@lanxpartners.com,,List import
9630524,,Marcos Andrade,,,marcosamadoandrade@gmail.com,,List import
9627599,,Brian Mellett,,,bmellett@cryptovcf.com,,List import
11043218,Inactive Investor,Cynda Wright,Financial Advisor,LPL Financial LLC Hutchinson KS 1701 Landon St,cynda.wright@lpl.com,,Salesforce
11165515,Inactive Investor,Mario Rodriguez Flores,,J.P. Morgan Securities LLC Batavia IL 5 N Randall Rd,mario.rodriguez-flores@jpmorgan.com,,Salesforce
9634224,,Hayden Glover,,,gloverhm@hotmail.com,,List import
9555564,,Teresa Devereux,,,tdevereux@williamblair.com,,List import
10799305,Inactive Investor,James Lynn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,james.lynn@ubs.com,,Salesforce
11037629,Inactive Investor,Billups Johnson,Investment Advisor,"Next Financial Group, Inc. Leesburg GA Private Residence",,,Salesforce
10940163,Inactive Investor,William Goldsmith,,"Osaic Wealth, Inc. Middleborough MA Private Residence",,,Salesforce
9604087,,STEVE KOKINOS,,,steve@algorand.com,,List import
336393,,Richard Seitz,Member,Dearborn Partners L.l.c.,rseitz@dearpart.com,312-795-1000,Manual List Upload
11045654,Inactive Investor,Gary Gilgen,Wealth Advisor;Wealth Management Advisor,LPL Financial LLC Rochester MI 425 Walnut Blvd,gary.gilgen@lpl.com,,Salesforce
10841035,Inactive Investor,Christana Freerks,Client Relationship Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",christy.freerks@wfafinet.com,,Salesforce
335572,,Wendy Ahl,Shareholder,"Ahl Investment Management, Inc.",wendy@earthlink.net,407-740-8327,Manual List Upload
9607174,,Dmutro Popov,,,dmn9@icloud.com,,List import
9638512,,Robert Gyorgy,,,rg26@ntrs.com,,List import
10946767,Inactive Investor,Pablo Serrano,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 1 SE 3rd Ave",pablo.e.serrano@ml.com,,Salesforce
10842752,Inactive Investor,Devon Cury,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,devon_cury@glic.com,,Salesforce
9559699,,Joshua Mortenson,,,mortenson.josh@principal.com,,List import
10915713,Inactive Investor,Charles Ryan,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,charles.ryan@fidelity.com,,Salesforce
10613027,,John Bates,"Senior Financial Advisor, Senior Vice President",,john.t.bates@ml.com,,List Import
11127644,Inactive Investor,William Shaheen,Chief Executive Officer;Partner;President,Whitney & Company Rochester NY 311 Alexander St,,,Salesforce
10261030,,Nancy Fager-Bishop,,,mrsfancynancy049@gmail.com,,Web Form Fillout
11157824,Inactive Investor,Scott Davis,Family Wealth Director;International Client Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,scott.a.davis@morganstanley.com,,Salesforce
10780078,Inactive Investor,Thomas D'Angelo,,Goldman Sachs & Co.,thomas.dangelo@gs.com,,Salesforce
9599653,,Anish Mathur,,,anish.mathur@astra-amco.com,,List import
10833158,Inactive Investor,Michael Stuart,Principal;Regulatory Contact,Clark & Stuart Inc South Hamilton MA 203 Willow St,,,Salesforce
345876,,Benjamin Hur,Managing Director,Portfolio Advisors Llc,bhur@portad.com,203-662-3456,Manual List Upload
11053702,Inactive Investor,Donna Mann,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,donna.mann.ssl2@statefarm.com,,Salesforce
11077665,Inactive Investor,Guobin Zhao,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10950024,Inactive Investor,Mukesh Ranu,,"Transamerica Financial Advisors, Inc New York NY 116 W 23rd St",mukesh.ranu@tfaconnect.com,,Salesforce
38007,,Nickolas Depner,Investment Advisor Representative,"Voya Financial Advisors, Inc.",nick.depner@voyafa.com,503-937-0378,
10794016,Inactive Investor,Hans Boehm,Senior Vice President,PFS Investments Inc. Jacksonville FL 4720 Salisbury Rd,hans.boehm@primerica.com,,Salesforce
10778016,Inactive Investor,Walker Henderson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",walker_henderson@ml.com,,Salesforce
11079521,Inactive Investor,William Jirousek,Financial Advisor,The Huntington Investment Company Cleveland OH 6341 Mayfield Rd,william.jirousek@huntington.com,,Salesforce
10959237,Inactive Investor,Matthew Kasper,,"M Holdings Securities, Inc. Scott Plains NJ Private Residence",,,Salesforce
10861856,Inactive Investor,Rui Amorim,,J.P. Morgan Securities LLC Hoboken NJ 200 14th St,rui.amorim@jpmorgan.com,,Salesforce
11152619,Inactive Investor,Kara Weinrib,,"Beech Hill Securities, Inc. Livingston NJ 293 Eisenhower Pkwy",,,Salesforce
4928886,,Kathleen T Erickson,,,kefadis949@lidely.com,,Web Form Fillout
10999648,Inactive Investor,Giovanni Vassallo,,J.P. Morgan Securities LLC Los Angeles CA 6161 W Pico Blvd,giovanni.vassallo@jpmorgan.com,,Salesforce
11037212,Inactive Investor,Patricia Fenstad,,"Packerland Brokerage Services, Inc. Mequon WI Private Residence",patricia_fenstad@packerlandbrokerage.com,,Salesforce
11211987,Inactive Investor,Andrew Mahady,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11172851,Inactive Investor,Valdir Pina,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",valdir.pina@ml.com,,Salesforce
11021395,Inactive Investor,John Buntrock,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,john.buntrock.kch9@statefarm.com,,Salesforce
10801733,Inactive Investor,Marc Kozuki,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Kahului HI 33 Lono Ave",,,Salesforce
11079786,Inactive Investor,Ashraf Hassan,,J.P. Morgan Securities LLC Minneapolis MN 5300 Excelsior Blvd,ashraf.hassan@jpmorgan.com,,Salesforce
10955613,Inactive Investor,Jennifer Weddington,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",jnmedovic@firstcommand.com,,Salesforce
10820428,Inactive Investor,Mark Joyce,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11118886,Inactive Investor,Andrew Haftek,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",andrew.haftek@tiaa.org,,Salesforce
11229785,Inactive Investor,Linnea Morgan,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",linnea.morgan@nm.com,,Salesforce
10919985,Inactive Investor,Nicholas Clossman,Financial Advisor,Edward Jones Craig CO 555 Breeze St,nick.clossman@edwardjones.com,,Salesforce
10797247,Inactive Investor,Paul Komendat,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,paul.komendat@fmr.com,,Salesforce
10930116,Inactive Investor,Brandt Zimmerly,Regional Vice President,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,brandt.zimmerly@primerica.com,,Salesforce
11141935,Inactive Investor,Robert Yocum,,PFS Investments Inc. Redlands CA 721 Nevada St,robert.yocum@primerica.com,,Salesforce
334935,,John Parker,Managing Director,Mmhp Investment Advisors,mparker@mmhpinvest.com,229-228-1822,Manual List Upload
353007,,Tony Kuhn,MD,FORCE Family Office,tony@forcefamilyoffice.com,,Event
196720,,Alexander Schade,,[Unknown],alexander.schade23@gmail.com,,
10775814,Inactive Investor,Carmine Scutti,Financial Advisor,Janney Montgomery Scott LLC,cscutti@janney.com,,Salesforce
10898963,Inactive Investor,Barron Stephenson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11238036,Inactive Investor,Eric Brown,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",ebrown@performancetrust.com,,Salesforce
10597980,Inactive Investor,George Gatzunis,Investment Advisor Representative,George Gatzunis,,,Salesforce
11172065,Inactive Investor,Steven Oki,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,steven.oki@primerica.com,,Salesforce
11009571,Inactive Investor,Erica Pena,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,epena@primerica.com,,Salesforce
10918974,Inactive Investor,Patricia Niles,,"Raymond James Financial Services, Inc. Morrisville PA 301 Oxford Valley Rd",patricia.niles@raymondjames.com,,Salesforce
11182552,Inactive Investor,Justin Gibbs,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",,,Salesforce
10911782,Inactive Investor,Margaret Bergan,,"Cambridge Investment Research, Inc. Scottsdale AZ 8655 E Via De Ventura",,,Salesforce
10840522,Inactive Investor,Scott Tinter,Regional Vice President,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,scott.tinter@primerica.com,,Salesforce
10872091,Inactive Investor,Andrew Bivens,Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,andrew.bivens@morganstanley.com,,Salesforce
11160745,Inactive Investor,Keegan Justice,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,keegan_justice@vanguard.com,,Salesforce
10616912,,Andrew Miarka,,,andrew.a.miarka@jpmorgan.com,,List Import
224574,,philippe chauvin,,[Unknown],pchauvin51@hotmail.com,,Direct
10936759,Inactive Investor,Justin Holeski,Vice President,Newport Investment Advisors Inc Beachwood OH 23775 Commerce Park,,,Salesforce
10957195,Inactive Investor,Grace Cambra,Financial Advisor,Edward Jones Maple Valley WA 22443 SE 240th St,grace.cambra@edwardjones.com,,Salesforce
10950918,Inactive Investor,Jonathan Meagher,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10695837,,Gina Kapsimalis,,FS Investments,gina.kapsimalis@fsinvestments.com,,List Import
9596222,,Jeffrey Bush,,,jbush@goelzerinc.com,,List import
10756819,Inactive Investor,George Chuchas,Financial Advisor;Vice President,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,george.chuchas@ubs.com,,Salesforce
11042400,Inactive Investor,Susan Frybarger,Financial Advisor,LPL Financial LLC Shreveport LA Private Residence,susan.frybarger@lpl.com,,Salesforce
11057121,Inactive Investor,Joseph Guerrero,,"Robinhood Financial, LLC",,,Salesforce
215804,,Filippo Caminati,,[Unknown],filippo.caminati0@gmail.com,,source
351733,,Gary Petrytus,Financial Advisor,Public Safety Financial/galloway,gary@galloway911.com,480-325-8668,Manual List Upload
11130821,Inactive Investor,Jeramiah Botkin,,LPL Financial LLC Salt Lake City UT 957 E 6600 S,jeramiah.botkin@lpl.com,,Salesforce
11062149,Inactive Investor,Caitlin Kahabka,Financial Advisor,LPL Financial LLC Buffalo NY 285 Delaware Ave,caitlin.kahabka@lpl.com,,Salesforce
9558603,,Kevin Payne,,,kpayne@ft.newyorklife.com,,List import
5518778,,Joshua Akujuobi,,,joshuaebube664@gmail.com,,Web Form Fillout
10800452,Inactive Investor,Gary Saeks,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",gary.saeks@wellsfargoadvisors.com,,Salesforce
9626722,,nailul marom,,,marom.nailul@gmail.com,,List import
11159499,Inactive Investor,Joseph Grella,Managing Member,"American Retirement & Investment Strategies, LLC",joeg@investinaris.com,,Salesforce
11010881,Inactive Investor,James Gowin,,"Allstate Financial Services, LLC Woodinville WA 13120 NE 177th Pl",,,Salesforce
10614572,,Arthur Caruso,"Financial Advisor, Vice President",,arthur.caruso@morganstanley.com,,List Import
9564049,,Darryl Gunness,,,darryl.gunness@gmail.com,,List import
11046121,Inactive Investor,Casey Clementz,,"J.W. Cole Financial, Inc. Ponte Vedra Beach FL 250 A1A N",,,Salesforce
11180943,Inactive Investor,Hilary Avrutis-Samter,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",avrutish@stifel.com,,Salesforce
9575250,,"Adam Rude, Cfp®, Cima®",,,adam.rude@claricitywealth.com,,List import
10841850,Inactive Investor,Christopher McNew,Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Harrison AR 715 W Sherman Ave",chris.mcnew@benjaminfedwards.com,,Salesforce
11097759,Inactive Investor,Gary Jarvis,,Sigma Financial Corporation Flint MI 2357 Stonebridge Dr,,,Salesforce
11052968,Inactive Investor,Daniel Carvallo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 4800 W Tropicana Ave",daniel.carvallo@ml.com,,Salesforce
10960176,Inactive Investor,Ashok Patel,,"Transamerica Financial Advisors, Inc New York NY 116 W 23rd St",ashok.patel@transamerica.com,,Salesforce
333049,,Kevin Chupack,,"GREENWAY FINANCIAL, LLC",kevin@investingreenway.com,,
10804903,Inactive Investor,Stephen Wilson,,"Raymond James Financial Services, Inc. Odessa TX 1921 E 37th St",,,Salesforce
10857347,Inactive Investor,Michael Blazina,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",michael.blazina@schwab.com,,Salesforce
11076738,Inactive Investor,Zachory Fields,Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,,,Salesforce
11068574,Inactive Investor,Kyle Lyles,,PFS Investments Inc. Austin TX 5716 W Hwy 290,kevin.lyles@primerica.com,,Salesforce
11209652,Inactive Investor,John Comunale,Director;Executive Vice President;Treasurer,"Councilor, Buchanan & Mitchell, P. C. (CBM)",jcomunale@cbmcpa.com,,Salesforce
10934371,Inactive Investor,Paul Canimo,,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",paul.canimo@prudential.com,,Salesforce
123776,,Cheryl Callahan,,"Hightower Advisors, Llc",ccallahan@hightoweradvisors.com,855-999-3258,
10964403,Inactive Investor,Justin Mays,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10876722,Inactive Investor,Timothy Webster,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,timothy.webster@jpmorgan.com,,Salesforce
11166261,Inactive Investor,Mary Mizzell,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,mary.mizzell@ubs.com,,Salesforce
4950573,,Fatima Oquadess,,,loniki7290@ekbasia.com,,Web Form Fillout
11045878,Inactive Investor,Alexander Brinkman,,"Osaic Wealth, Inc. Omaha NE 14301 FNB Pkwy",,,Salesforce
11087923,Inactive Investor,Joshua Oltman,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",joshuaoltman@northwesternmutual.com,,Salesforce
11164845,Inactive Investor,Linda Ayotte,,MWA Financial Services Inc. Austin TX 11130 Jollyville Rd,linda.c.ayotte@mwarep.org,,Salesforce
10932781,Inactive Investor,Christopher Graney,Financial Advisor,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",christopher.graney@prudential.com,,Salesforce
11033254,Inactive Investor,Jacob Moran,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,,,Salesforce
9634223,,Amita Mahajan,,,amita@mahajanz.com,,List import
10962387,Inactive Investor,Blake Peterson,Senior Financial Advisor,The Huntington Investment Company Minneapolis MN 3899 Silver Lake Rd NE,blake.peterson@huntington.com,,Salesforce
11084516,Inactive Investor,Scott Mullins,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 4811 Gaillardia Pkwy",scott.mullins@ml.com,,Salesforce
11018960,Inactive Investor,Nicholas Pisorchik,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10961734,Inactive Investor,Jacqueline Jefferson,Division Leader;Registered Principal,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,jacqueline.jefferson@primerica.com,,Salesforce
10810967,Inactive Investor,David Logan,Investment Officer;Principal,"Mill Creek Capital Advisors, LLC",dlogan@millcreekcap.com,,Salesforce
10860406,Inactive Investor,Ryan Hitt,Chief Compliance Officer,"CapWealth Advisors, LLC",rhitt@capwealthgroup.com,,Salesforce
9631124,,Osom Polar,,,osomwolf@gmail.com,,List import
10756025,Inactive Investor,Stephen Parrish,Financial Advisor,Edward Jones Whitehall PA 3716 Lehigh St,steve.parrish@edwardjones.com,,Salesforce
10814236,Inactive Investor,Jessica Santiago,Associate Vice President;Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jessica1.santiago@morganstanley.com,,Salesforce
9619943,,Elena Mancia,,,freddystarman@mac.com,,List import
11039597,Inactive Investor,Bradley Washio,,Cetera Investment Services LLC,,,Salesforce
11144089,Inactive Investor,Geoffrey Raynor,Financial Advisor,Edward Jones Raleigh NC 8816 Six Forks Rd,geoff.raynor@edwardjones.com,,Salesforce
11007800,Inactive Investor,Ronald Salmon,,Robert W. Baird & Co. Incorporated,,,Salesforce
11007991,Inactive Investor,Dalia Badajos,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",,,Salesforce
10820763,Inactive Investor,Whitney Smith,,Morgan Stanley Huntsville AL 305 Church St SW,whitney.smith@morganstanley.com,,Salesforce
10840179,Inactive Investor,Kimberly Hernandez,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10861505,Inactive Investor,Stephen Sample,,"Parsonex Securities, Inc.",doug.sample@parsonex.com,,Salesforce
9635588,,Lowery Thomas,,,lowery@aimgr.com,,List import
8014928,,Farid Mosavi,,,faridmosavi0@gmail.com,,Web form fillout
9575226,,Timothy Ringler,,,timothybringler@gmail.com,,List import
10616109,,Douglas Elliott,,,douglas.elliott@ampf.com,,List Import
11017681,Inactive Investor,Daniel Koech,Financial Professional,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",daniel.koech@equitable.com,,Salesforce
10864727,Inactive Investor,John Culpepper,,"CFD Investments, Inc. Indianapolis IN 6838 S East St",john.culpepper@cfdinvestments.com,,Salesforce
11260143,Inactive Investor,Nicholas Jarman,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",,,Salesforce
11120053,Inactive Investor,Leslie Johnson,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,leslie.k.johnson@jpmorgan.com,,Salesforce
11083860,Inactive Investor,Steven Dursch,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,steven.dursch@fidelity.com,,Salesforce
10826230,Inactive Investor,Jeffrey Johnson,Financial Advisor,"Osaic Wealth, Inc. San Diego CA 9820 Willow Creek Rd",jeff.johnson@osaicwealth.com,,Salesforce
10882917,Inactive Investor,Edward Leach,Member;Partner;Wealth Advisor,"Highland Financial Advisors, LLC",edward@highlandplanning.com,,Salesforce
335591,,Erik Glover,Partner And Member,Freedom 3 Capital Llc,erik.glover@freedom3.com,212-235-2160,Manual List Upload
344206,,Xavier Castillo,"Senior Vice President, Firm Founder",Creand Management,xcastillo@betacap.com,305-358-8844,Manual List Upload
9587814,,Alessandro Martinelli,,,mistern1982@protonmail.com,,List import
11016640,Inactive Investor,Andrew Pulido,,Wealthfront Brokerage LLC,,,Salesforce
9602515,,Juan Salgado,,,investorjuansalgado@gmail.com,,List import
9624559,,Ry B,,,rmbrody23@gmail.com,,List import
10764188,Inactive Investor,Marnie O'Brien,Senior Investment Associate,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",marnie.obrien@rbc.com,,Salesforce
11057189,Inactive Investor,Cynthia Voth,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",cynthia_voth@ml.com,,Salesforce
11136235,Inactive Investor,Jared Poling,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10915791,Inactive Investor,Thomas Dias,Financial Advisor,LPL Financial LLC Fresno CA 7815 N Palm Ave,thomas.dias@lpl.com,,Salesforce
11231851,Inactive Investor,Brandon Schauer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9549643,,Michael Andrews,,,michaela@kovacksecurities.com,,List import
11161150,Inactive Investor,Arthur Thomas,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11136027,Inactive Investor,Alexandra Furlong,Financial Advisor,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",alexandra.furlong@northerntrust.com,,Salesforce
2731724,,Prasnjeet Ghosh,,,prasnjeet123@gmail.com,,
11066227,Inactive Investor,Annamaria Iyer,,Purshe Kaplan Sterling Investments Ballston Spa NY 3 Hemphill Pl,aiyer@pksinvest.com,,Salesforce
10983106,Inactive Investor,Monica Reed,,"MML Investors Services, LLC Tulsa OK 2200 S Utica Pl",,,Salesforce
10787627,Inactive Investor,Saori Dan,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,saori.dan@jpmorgan.com,,Salesforce
874,,,,,l.williams@freemail.hu,,
332867,,Alex Hsiao,Multi-Asset Advisory Lead,Affinity Investment Advisors,alex.hsiao@affinityinvestment.com,,
9621536,,Daniel Smith,,,d_dreamon10@yahoo.com,,List import
11237696,,Stefan Poos,,,stefanpoos1@gmail.com,,Web Form Fillout
10858724,Inactive Investor,Xiaping Lin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 275 N Washington St",,,Salesforce
10914094,Inactive Investor,Jenna Moore,Financial Advisor,Edward Jones North Augusta SC 507 W Martintown Rd,jenna.n.moore@edwardjones.com,,Salesforce
231159,,Rodolfo Gracia -,,Rodolfo Gracia [[Unknown]],rodolfogracia71@gmail.com,,Direct
10890460,Inactive Investor,Seth Brooks,,"Raymond James Financial Services, Inc. Bowling Green KY 996 Wilkinson Trce",seth.brooks@raymondjames.com,,Salesforce
11090418,Inactive Investor,David Sherwood,Investment Advisor,"Evanson Asset Management, LLC",david@evansonasset.com,,Salesforce
11128254,Inactive Investor,Erica Johnson,Client Service Associate,Morgan Stanley Troy MI 101 W Big Beaver Rd,erica.johnson@morganstanley.com,,Salesforce
9564289,,james fratello,,,jafbostn@aol.com,,List import
10978596,Inactive Investor,Brandy Cumberledge,,LPL Financial LLC Fort Worth TX 3221 Collinsworth St,brandy.cumberledge@lpl.com,,Salesforce
9594212,,Mark Butler,,,mbutler@butler-financial.org,,List import
11212581,Inactive Investor,Willie Brown,Financial Advisor,Edward Jones Beaumont TX 6755 Phelan Blvd,willie.brown@edwardjones.com,,Salesforce
10796066,Inactive Investor,Paul Goldstein,Chief Compliance Officer;Chief Investment Officer;President,Goldstein Capital Corp.,paulg@goldsteincapital.com,,Salesforce
11101074,Inactive Investor,Chayna Liebster,Shareholder,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
9547981,,Jordan Dechtman,,,jordan.dechtman@securitiesamerica.com,,List import
10847843,Inactive Investor,Scott Herrmann,Financial Advisor,"CUSO Financial Services, L.P. Boulder CO 2960 Diagonal Hwy",,,Salesforce
156413,,George Burkhardt,,[Unknown],burkhardt.george@gmail.com,,
11029713,Inactive Investor,Gregory Fallon,Financial Advisor,Edward Jones Saint Petersburg FL 2110 4th St N,greg.fallon@edwardjones.com,,Salesforce
10995103,Inactive Investor,Joseph Gardner,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joseph_gardner@vanguard.com,,Salesforce
10765206,Inactive Investor,Matthew Jaquiss,Financial Advisor,"Wells Fargo Clearing Services, LLC Cape Coral FL 1608 Cape Coral Pkwy W",matthew.g.jaquiss@wellsfargo.com,,Salesforce
10996702,Inactive Investor,Cardail Batiste,,PFS Investments Inc. Mayfield KY 1325 State Rte 45 N,cbatiste@primerica.com,,Salesforce
9596492,,Gary Guttman,,,gguttman@katungroup.com,,List import
11001192,Inactive Investor,Cassandra Schmidt,,Edward Jones Lakeville MN 17305 Cedar Ave S,cassandra.schmidt@edwardjones.com,,Salesforce
10973068,Inactive Investor,Antonio Massol,,"First Command Brokerage Services, Inc. El Paso TX 4712 Woodrow Bean",,,Salesforce
10984731,Inactive Investor,Andrew Kadjeski,,Vanguard Marketing Corporation,andrew_kadjeski@vanguard.com,,Salesforce
11048805,Inactive Investor,Jay Lauer,Financial Advisor;Investment Advisor Representative;Managing Member;Managing Partner,"Plus Group Wealth Advisors, LLC",jay@myplusgroup.com,,Salesforce
35743,,Matthew Miller,,"Thrivent Advisor Network, LLC",matthew.miller@thrivent.com,,
11178310,Inactive Investor,Larry Reams,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,larry.reams@primerica.com,,Salesforce
216694,,Sandra Bailey,,[Unknown],sandra.bailey@morganstanley.com,,Event
11076046,Inactive Investor,Charles Neal,Associate Portfolio Manager;Senior Research Analyst,Port Capital LLC,cneal@portcapllc.com,,Salesforce
10896709,Inactive Investor,Timothy Kelley,Financial Advisor,Commonwealth Financial Network Braintree MA 14 Storrs Ave,tkelley@commonwealth.com,,Salesforce
11104229,Inactive Investor,Griffin Dalrymple,Chief - Strategy;Chief Compliance Officer;Principal,Opinicus,griffind@opinicusinc.com,,Salesforce
11127237,Inactive Investor,Zhengbang Liu,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",zhengbang.liu@ml.com,,Salesforce
10898709,Inactive Investor,Brady Fuller,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",brady@bossretirement.com,,Salesforce
11131112,Inactive Investor,John Sowell,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland TX 1031 US Hwy 181",john.h.sowell@wellsfargo.com,,Salesforce
11092052,Inactive Investor,Benjamin Ricker,,"Osaic Wealth, Inc. Annville PA 146 W Main St",,,Salesforce
7041765,,cebelos ema,,,kofopo4086@gpipes.com,,Web Form Fillout
11209365,Inactive Investor,Jeremy Glass,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeremy.glass@schwab.com,,Salesforce
10853039,Inactive Investor,Thomas Alexa,Chief Compliance Officer;Financial Advisor;Managing Member,"Alexa Wealth Management, LLC",tom@alexawealthmanagement.com,,Salesforce
11167063,Inactive Investor,Jennifer Zazzarino,,UBS Financial Services Inc. Red Bank NJ 140 Broad St,jennifer.zazzarino@ubs.com,,Salesforce
11045066,Inactive Investor,Charles Page,,"Farmers Financial Solutions, LLC Saratoga CA 14462 Big Basin Way",cpage3@farmersagent.com,,Salesforce
10796986,Inactive Investor,Paul Radomski,Executive Committee Member;Managing Partner;Member,Renaissance Investment Management,par@reninv.com,,Salesforce
9555083,,Creston Maxey,,,creston@thelloydgroupinc.com,,
10911244,Inactive Investor,Eric Abel,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd W",eric.abel@bofa.com,,Salesforce
10985845,Inactive Investor,James Smith,,"Avantax Investment Services, Inc. Honolulu HI 1188 Bishop St",,,Salesforce
223193,,Andrew Shapiro,Founder & Managing Partner,Broadscale Group,ashapiro@broadscale.com,,
11031885,Inactive Investor,Tom Kastamo,,"Farmers Financial Solutions, LLC Ann Arbor MI 4488 Jackson Rd",tkastamo@farmersagent.com,,Salesforce
11089710,Inactive Investor,Ravi Myneni,President,BanyanTree Wealth Management,,,Salesforce
718,,,,,gabrieltuti@fibertel.com.ar,,
10615461,,Burton Hilton,Financial Advisor,,burt.hilton@morganstanley.com,,List Import
10606154,,Paul Benziger,"Managing Director, Managing Member, Portfolio Manager","1919 Investment Counsel, LLC",pjbenziger@1919ic.com,866-566-0425,List Import
9601504,,Eduardo Ojeda,,,marathonman1957@yahoo.com,,List import
10859244,Inactive Investor,John Robuck,Managing Director,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",jrobuck@bokf.com,,Salesforce
11067841,Inactive Investor,DeRonnie Pitts,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
180489,,Yuriy Hutyryak,,[Unknown],hutyuriy@gmail.com,,Paid Social
11089094,Inactive Investor,Jon Zindel,Chief Financial Officer,Savant Wealth Management,jzindel@savantwealth.com,,Salesforce
11074628,Inactive Investor,Jonathan Leach,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jonathan_leach@ml.com,,Salesforce
10851928,Inactive Investor,Justin Streeter,Financial Advisor,"Ameriprise Financial Services, LLC Alpharetta GA 1150 Sanctuary Pkwy",justin.streeter@ampf.com,,Salesforce
10998561,Inactive Investor,Todd Fungard,Chief Compliance Officer;Chief Economist;Director - Investment Analysis,"Flood, Bumstead, McCready & McCarthy, Inc.",todd_fungard@fbmm.com,,Salesforce
11176328,Inactive Investor,Edgardo Sussmann,,"Ameritas Investment Company, LLC Metairie LA Private Residence",esussmann@ameritas.com,,Salesforce
10799278,Inactive Investor,Ward Van Skiver,,"Raymond James Financial Services, Inc. Madison MS 100 Fountains Blvd",will.vanskiver@raymondjames.com,,Salesforce
10784394,Inactive Investor,Sarah Paltiel,,Morgan Stanley San Francisco CA 101 California St,sarahruth.paltiel@morganstanley.com,,Salesforce
351421,,Eric Hathaway,Porfolio Analyst,Rbc Global Asset Management (u.s.) Inc.,eric.hathaway@rbc.com,612-376-7000,Manual List Upload
10835729,Inactive Investor,Jonathan Salaciak,Client Service Associate,"Ameriprise Financial Services, LLC Boston MA 60 State St",jonathan.salaciak@ampf.com,,Salesforce
10886932,Inactive Investor,Ryan Wood,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
10484943,,Jonathan Mazur,"Chief Compliance Officer, President","Luke Financial Company, LLC",jonathan@lukefinancial.com,,List Import
11238050,Inactive Investor,Alex Owens,,Proffitt & Goodson Inc.,aowens@proffittgoodson.com,,Salesforce
11221041,,Michael Wali,,,mwali@wealthenhancement.com,,List Import
11011586,Inactive Investor,Brian Hurst,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,bhurst@eaglestrategies.com,,Salesforce
11059251,Inactive Investor,Anne Christopulos,Financial Advisor;Managing Director,West Branch Capital LLC Hyannis MA 100 Independence Dr,achristopulos@westbranchcapital.com,,Salesforce
10973521,Inactive Investor,Anthony Schifano,,"Citizens Securities, Inc. Monroeville PA 4210 William Penn Hwy",anthony.schifano@citizensbank.com,,Salesforce
240096,,Edgar Salinas,,Perigon Wealth Management,edgar.salinas@perigonpartners.com,9566271604,Database Upload
10861921,Inactive Investor,David Eno,,"Osaic Wealth, Inc. Buffalo NY 950A Union Rd",deno@royalaa.com,,Salesforce
342015,,Rory Quinlan,Chief Financial Officer,Quinbrook Infrastructure Partners Llc,rq@quinbrook.com,346-998-5830,Manual List Upload
118197,,Carl Pawsat,"Assistant Vice President, Financial and Operations Principal, FINOP, Manager",Lincoln Financial Securities Corporation,carl.pawsat@lfg.com,800-258-3648,
11125174,Inactive Investor,Brian Borden,Relationship Banker,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",,,Salesforce
11146818,Inactive Investor,Troy Allison,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakewood WA 9515 Bridgeport Way SW",troy.allison@ml.com,,Salesforce
10857271,Inactive Investor,Samuel Warner,Financial Advisor,"Pruco Securities, LLC. Perrysburg OH 28300 Kensington Ln",sam.warner@prudential.com,,Salesforce
9647317,,Utkarsh Gogia,,,utkarshgogia@gmail.com,,List import
9602457,,Brian Johnson,,,bjohnson@miraclemileadvisors.com,,List import
10927830,Inactive Investor,Kevin Pafford,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
11142803,Inactive Investor,Megan Borley,,"Transamerica Financial Advisors, Inc Alviso CA 2077 Gold St",megan.borley@tfaconnect.com,,Salesforce
11183698,Inactive Investor,David Bartz,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",david.bartz@rbc.com,,Salesforce
10816814,Inactive Investor,Shawn Mulrenan,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",shawn.mulrenan@ml.com,,Salesforce
11141824,Inactive Investor,Gerard Mehan,Financial Advisor,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",gerard.mehan@wellsfargoadvisors.com,,Salesforce
10906041,Inactive Investor,Benedict Obaze,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,benedict.obaze@jpmorgan.com,,Salesforce
11035737,Inactive Investor,Charles Radcliffe,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,charles.radcliffe@jpmorgan.com,,Salesforce
11079588,Inactive Investor,Scott Smith,Managing Director,"Stifel, Nicolaus & Company, Incorporated Midland MI 415 Rodd St",sa.smith@stifel.com,,Salesforce
10926145,Inactive Investor,Ryan Hyde,,"Empower Financial Services, Inc Henderson NV 27 Candlewyck Dr",ryan.hyde@empower.com,,Salesforce
11075617,Inactive Investor,Timothy Samuelson,,"Independent Financial Group, LLC San Diego CA 7922 Entrada de Luz W",,,Salesforce
11034731,Inactive Investor,Tanya McFarland,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tanya_mcfarland@vanguard.com,,Salesforce
11061808,Inactive Investor,Miguel Horvath,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Miami FL 9130 S Dadeland Blvd",miguel.a.horvath-jr@ampf.com,,Salesforce
11121688,Inactive Investor,John Reimbold,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 5750 Coventry Ln",,,Salesforce
11006384,Inactive Investor,Eugene Grenham,,LPL Financial LLC Gaithersburg MD 7 Park Ave,eugene.grenham@lpl.com,,Salesforce
10910925,Inactive Investor,Harriet Litz,,Cetera Advisor Networks LLC Conshohocken PA 1495 Alan Wood Rd,,,Salesforce
108965,,Ahmed Mohamed,,Sam,ahmeto7226@gmail.com,9.05468E+11,
10758663,Inactive Investor,Jerri Wentz,Financial Advisor;First Vice President;Investing with Impact Director,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,jerri.wentz@morganstanley.com,,Salesforce
10932409,Inactive Investor,Vladislav Zherenovsky,,LPL Financial LLC Montvale NJ 28 W Grand Ave,vladislav.zherenovsky@lpl.com,,Salesforce
11029938,Inactive Investor,Cynthia Jackson,,Edward Jones La Fayette GA 503 N Main St,cindy.jackson@edwardjones.com,,Salesforce
9549519,,William Nolan,,,william.nolan@uboc.com,,List import
11014347,Inactive Investor,Joseph Jurinko,,The Huntington Investment Company Beaver PA 671 3rd St,joseph.jurinko@huntington.com,,Salesforce
224118,,Justin LaRosa,,[Unknown],justin@familyvalu.com,,source
10606706,,Nicholas Sinchak,"Director, Manager",UBS Financial Services Inc.,nicholas.sinchak@ubs.com,212-309-3033,List Import
10977465,Inactive Investor,Joshua Ferguson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10662359,,Bart Newman,,,b.newman@iamswm.com,,List Import
11107142,Inactive Investor,Derek Spavin,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",derek.spavin@ampf.com,,Salesforce
10990052,Inactive Investor,Peter Bartash,Chief Executive Officer;Founder;Managing Member;Managing Partner,Port One Investments LLC Boston MA 2 Oliver St,pbartash@portoneco.com,,Salesforce
11030863,Inactive Investor,Jill Klontz,,"Raymond James Financial Services, Inc. Wilmington OH 48 N South St",jill.klontz@raymondjames.com,,Salesforce
10778870,Inactive Investor,Bruce Sawyer,Branch Manager,LPL Financial LLC South Portland ME 707 Sable Oaks Dr,bruce.sawyer@lpl.com,,Salesforce
9491,,dasdas,,[Unknown],john@nurtu.com,,
11186974,Inactive Investor,Taylor Ayers,,J.P. Morgan Securities LLC Washington DC 1401 New York Ave NW,taylor.ayers@jpmorgan.com,,Salesforce
11044318,Inactive Investor,Eric Cordero,,J.P. Morgan Securities LLC San Diego CA 4078 Adams Ave,eric.cordero@jpmorgan.com,,Salesforce
10782789,Inactive Investor,Dennis Oparaugo,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Bowie MD 6103 High Bridge Rd",dennis.oparaugo@schwab.com,,Salesforce
11129640,Inactive Investor,Christopher Alberti,Investment Advisor Representative,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,calberti@gwnsecurities.com,,Salesforce
9639349,,Ryan Schroeder,,,ryan.schroeder@natl.com,,List import
11167069,Inactive Investor,Kimberly McClure,,Cetera Advisor Networks LLC Tyler TX 6643 Oak Hill Blvd,,,Salesforce
10767436,Inactive Investor,Cheralyn Buffa,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,cheralyn.buffa@primerica.com,,Salesforce
11074391,Inactive Investor,Billy Harbert,Member,"Bonaventure Capital, LLC",,,Salesforce
9609013,,James Elliott,,,jrelliott093@yahoo.com,,List import
11205767,Inactive Investor,Roger Herrera,Investment Advisor Representative,"Hornor, Townsend & Kent, LLC Homewood IL Private Residence",rherrera@htk.com,,Salesforce
9640784,,Richard Turgeon,,,rturgeon@wellspringadvisorsllc.com,,List import
9568669,,James Thomas,,,jwthomas@ft.newyorklife.com,,List import
10851358,Inactive Investor,Tina Klaas,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,tina.klaas.cabr@statefarm.com,,Salesforce
10982075,Inactive Investor,Duncan White,Financial Advisor,LPL Financial LLC Irmo SC 110 Ministry Dr,duncan.white@lpl.com,,Salesforce
10891477,Inactive Investor,Anthony Klingseisen,,"Cadaret, Grant & Co., Inc. Jupiter FL Private Residence",,,Salesforce
10862973,Inactive Investor,Joshua Hurt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joshua.hurt@fidelity.com,,Salesforce
9597783,,Mark Porath,,,mporath@hearthstone.com,,List import
9627343,,yiru tang,,,tangyiru1001@gmail.com,,List import
10860118,Inactive Investor,Aaron Dunda,,"First Command Brokerage Services, Inc. Fort Worth TX 4200 S Hulen St",addunda@firstcommand.com,,Salesforce
4526352,,Blaise Murraylee,,,blaise.murraylee@eclipsetrading.com,,
9634893,,Scott Cabalka,,,scott.cabalka@rbc.com,,List import
9645008,,Gerard Scho,,,wegobusinessworld@gmail.com,,List import
11193741,Inactive Investor,William Mayhue,,"Equity Services, Inc. Irvine CA 20 Executive Park",wmayhue@nationallife.com,,Salesforce
10840536,Inactive Investor,Erin Coakley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",,,Salesforce
11060094,Inactive Investor,Laura Vaughn,,Cetera Advisor Networks LLC Houston TX 2925 Richmond Ave,,,Salesforce
344051,,Reggie Ramsey,CBDO,Ponder Investment Co,rramsey@ponderco.com,615-690-5541,Manual List Upload
9544364,,Gerald Williams,,,gwilliams@sagepointadvisor.com,,List import
335202,,Peter Gayle,Elected Manager,Prudential Financial Planning Services,pgayle@prudential.com,800-235-7637,Manual List Upload
10885119,Inactive Investor,Renee Sanghvi,,J.P. Morgan Securities LLC Ramsey NJ 555 N Franklin Tpke,renee.x.sanghvi@chase.com,,Salesforce
11084640,Inactive Investor,Jimmy Watts,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
11071947,Inactive Investor,Ralph Moreno,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11048475,Inactive Investor,Frederick Macdonald,Senior Wealth Advisor,"The Colony Group, LLC",rmacdonald@thecolonygroup.com,,Salesforce
10759370,Inactive Investor,Deborah Muenchow,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",muenchowd@stifel.com,,Salesforce
9609628,,Rex L,,,rxcyl.hk@gmail.com,,List import
11139451,Inactive Investor,Audree Begay,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 3200 Southwest Fwy",audree.l.begay@ampf.com,,Salesforce
10819561,Inactive Investor,Matthew Pang,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,matthew.pang@opco.com,,Salesforce
10993311,Inactive Investor,Walter Hyde,,MDRN Capital Webster Groves MO Private Residence,walterhyde@mdrncapital.com,,Salesforce
10855941,Inactive Investor,Steven Hengehold,Director;Owner;Partner;Wealth Advisor,HCM Wealth Advisors,teve@hcmwealthadvisors.com,,Salesforce
10761398,Inactive Investor,Alma Guimarin,Family Wealth Director;Financial Advisor;Insurance Planning Director;Lending Specialist;Managing Director;Senior Portfolio Manag,Morgan Stanley San Jose CA 225 W Santa Clara St,alma.guimarin@morganstanley.com,,Salesforce
11152071,Inactive Investor,Daryl Watson,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
9647390,,Yanki Margalit,,,yanki@pinkydragon.com,,List import
11171109,Inactive Investor,Daniel Mason,Chief Compliance Officer;Chief Executive Officer;Founder;President,"First Mason Financial, LLC",dan@firstmasonfinancial.com,,Salesforce
11147598,Inactive Investor,Spencer Reece,,Snowden Account Services LLC,,,Salesforce
11079889,Inactive Investor,Pablo Luchau,Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,pablo.luchau@jpmorgan.com,,Salesforce
10973391,Inactive Investor,Christopher Resendes,,NYLIFE Securities LLC New Bedford MA 38 Bethel St,cresendes@ft.newyorklife.com,,Salesforce
10952185,Inactive Investor,Ryan Dube,,J.P. Morgan Securities LLC Clackamas OR 12400 SE Sunnyside Rd,,,Salesforce
11048344,Inactive Investor,John Myers,,"World Choice Securities, Inc.",,,Salesforce
11047945,Inactive Investor,Brenda Yard,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11021335,Inactive Investor,Dean Sutton,Regional Vice President,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,dean.sutton@primerica.com,,Salesforce
11148743,Inactive Investor,Matthew Plooster,,"M&A Securities Group, Inc.",,,Salesforce
11091147,Inactive Investor,Denise Arendell,Financial Advisor,Edward Jones Glen Carbon IL Private Residence,denise.arendell@edwardjones.com,,Salesforce
10995600,Inactive Investor,Maxini Salce,,J.P. Morgan Securities LLC Bethlehem PA 2 W Broad St,maxini.salce@jpmorgan.com,,Salesforce
11000668,Inactive Investor,Jacob Varughese Moolappallathu,,"RBC Capital Markets, LLC",,,Salesforce
10941503,Inactive Investor,Gunner Gonzalez,Client Assistant,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,,,Salesforce
10778102,Inactive Investor,Lisa Hirschfeld,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,lisa.sall@fidelity.com,,Salesforce
11212243,Inactive Investor,Steven Devine,,CIBC World Markets Corp.,,,Salesforce
9628033,,Brandon Jones,,,bj944976@gmail.com,,List import
11040252,Inactive Investor,Joseph Harrison,Financial Advisor;Principal;Regulatory Contact,Lodestar Private Asset Management LLC,joe@lodestarpam.com,,Salesforce
10959010,Inactive Investor,Sean Egan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10635765,,Michael Connell,,,michaeljconnell8@gmail.com,,Web Form Fillout
11126600,Inactive Investor,Charles Perry,Financial Advisor,Edward Jones Henderson NC 857 S Beckford Dr,jeff.perry@edwardjones.com,,Salesforce
11160514,Inactive Investor,Frank Ciappi,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11011138,Inactive Investor,Aaron Warren,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,aaron.warren.fvc9@statefarm.com,,Salesforce
11018168,Inactive Investor,Corbin Guggenheim,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",corbin.k.guggenheim@ml.com,,Salesforce
9551590,,Madeline Jay,,,madeline.jay@voyafa.com,,List import
11196599,Inactive Investor,Danielle Swann,,Park Avenue Securities LLC Southfield MI 29800 Telegraph Rd,danielle_swann@glic.com,,Salesforce
11172225,Inactive Investor,Spencer David,President,"Integrated Wealth Services, Inc",,,Salesforce
11017931,Inactive Investor,Elizabeth Morales,,J.P. Morgan Securities LLC Milpitas CA 1285 S Park Victoria Dr,elizabeth.morales@jpmorgan.com,,Salesforce
11167410,Inactive Investor,Clay Eubanks,,Thrivent Investment Management Inc. Jackson MO 2201 Walton Dr,clay.eubanks@thrivent.com,,Salesforce
11181095,Inactive Investor,Peter Lovley,,NYLIFE Securities LLC Estero FL Private Residence,plovley01@ft.newyorklife.com,,Salesforce
11170857,Inactive Investor,Jeremy George,Wealth Advisor,Commonwealth Financial Network Brentwood TN 8115 Isabella Ln,,,Salesforce
10656788,,John Kuhns,,,john.m.kuhns@jpmorgan.com,,List Import
10874712,Inactive Investor,Darren Frederick,,State Farm VP Management Corp. Seminole OK 534 N Milt Phillips Ave,,,Salesforce
11093580,Inactive Investor,Victor Cannillo,Financial Advisor;Founder;Managing Member;Principal - Wealth Management,Baron Financial Group LLC Fair Lawn NJ 16-00 State RT 208,,,Salesforce
11099532,Inactive Investor,Daniel Vise,Chief Compliance Officer;Managing Member,FG Wealth Management,,,Salesforce
10876321,Inactive Investor,Kevin Hern,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11206443,Inactive Investor,Stephen Padrick,Financial Advisor,Edward Jones Anchorage AK 751 E 36th Ave,steve.padrick@edwardjones.com,,Salesforce
10960382,Inactive Investor,Victoria Cheah,,Goldman Sachs & Co.,,,Salesforce
11183178,Inactive Investor,Kader Joseph,Wealth Manager,"Marquise Wealth Management, LLC",kader.joseph@marquisewealthmanagement.com,,Salesforce
11098225,Inactive Investor,Chase Smith,,PNC Investments Daphne AL 2211 US Hwy 98,chase.smith@pnc.com,,Salesforce
11255297,Inactive Investor,Geert Criel,Strategic Advisor,"Pasadena Private Wealth, LLC Los Angeles CA Private Residence",,,Salesforce
10618637,,Alison Stewart,,,stewart.alison@ntrs.com,,List Import
10829130,Inactive Investor,Harvey Small,Retirement Planning Specialist,"Equitable Advisors, LLC Sarasota FL Private Residence",harvey.small@equitable.com,,Salesforce
10769587,Inactive Investor,Sheila Pringle,Financial Advisor,Edward Jones Canyon Lake TX 1550 FM 2673,sheila.pringle@edwardjones.com,,Salesforce
10888135,Inactive Investor,Rebecca Hilinski,Vice President,"USI Securities, Inc. Brentwood TN 5301 Virginia Way",rebecca_hilinski@usicg.com,,Salesforce
10972394,Inactive Investor,Martin Jones,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,martinjones@primerica.com,,Salesforce
10915749,Inactive Investor,Robert Maroon,,"Southeast Investments, N.C., Inc.",,,Salesforce
11121128,Inactive Investor,Anca Dehelean,,"Osaic Institutions, Inc. Hyannis MA 171 Falmouth Rd",adehelean@infinexgroup.com,,Salesforce
10753947,Inactive Investor,Sean Eldred,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",sean.eldred@ampf.com,,Salesforce
9634134,,Chsnsban Shsnsnwn,,,anshshsj@gmail.com,,List import
11198350,Inactive Investor,Natanae Suarez-Alvarez,,PFS Investments Inc. Lombard IL 555 Waters Edge,nsuarez-alvarez@primerica.com,,Salesforce
10950646,Inactive Investor,Melissa Reichman,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,melissa.reichman@lpl.com,,Salesforce
11063266,Inactive Investor,Terri Steffner,Practice Business Manager,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",terri.steffner@raymondjames.com,,Salesforce
123566,,John Rovetto,,Goss Advisors,jack@gulfpointadvisors.com,(312) 342-5609,
10759844,Inactive Investor,Kara Saxon,,Goldman Sachs & Co.,kara.saxon@gs.com,,Salesforce
10959914,Inactive Investor,Lara Shogren,Financial Advisor,"CUSO Financial Services, L.P. Anchorage AK 1501 Huffman Rd",,,Salesforce
11131994,Inactive Investor,Stanley Lochrie,Chief Compliance Officer;Chief Executive Officer;Owner;President,"Etesian Wealth Advisors, Inc. West Linn OR 1914 Willamette Falls Dr",stan.lochrie@etesianwa.com,,Salesforce
10801180,Inactive Investor,David Watts,Co-Founder;Founding Member;Member;Regulatory Contact,"Watts Gwilliam & Company, LLC",dave@wattsgwilliam.com,,Salesforce
11105824,Inactive Investor,Shellie Greer,Paraplanner,"Ameriprise Financial Services, LLC Medford OR 3369 Crater Lake Hwy",shellie.greer@ampf.com,,Salesforce
10840144,Inactive Investor,Stephen Stanley,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",,,Salesforce
9549383,,Sean Storck,,,sean@r-bfinancial.com,,List import
9604147,,KATE LIGHT,,,lucia.camarillo@copper.co,,List import
10982924,Inactive Investor,Christopher Deeley,Financial Advisor,"Grimes & Company, Inc.",cdeeley@grimesco.com,,Salesforce
10866899,Inactive Investor,Edward Salas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",edward.salas@ml.com,,Salesforce
9648362,,Melanie Roeder,,,bouldermelanie@aol.com,,List import
11178773,Inactive Investor,Thomas Erb,,"Wells Fargo Advisors Financial Network, LLC Beachwood OH 3201 Enterprise Pkwy",thomas.erb@wellsfargoadvisors.com,,Salesforce
226631,, -,,[[Unknown]],finjames4444@gmail.com,,Initial Salesforce Import
11136538,Inactive Investor,Jeff McGoey,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9635417,,Jorge Rivas,,,jrivas@jenseninvestment.com,,List import
9567175,,Rosalba Estevez,,,rosalba.estevez@morganstanleypwm.com,,List import
218869,,Dashawn Crowder,,[Unknown],dashawncrowder@gmail.com,,
9643203,,Madhur R,,,madhur_r@hotmail.com,,List import
11134505,Inactive Investor,James Oakley,Limited Partner;Partner,"Herndon Plant Oakley, Ltd.",snoel@hpo.com,,Salesforce
11106235,Inactive Investor,Mark Marandino,Private Wealth Advisor,"Ameriprise Financial Services, LLC Miami FL 9150 S Dadeland Blvd",mark.e.marandino@ampf.com,,Salesforce
10850425,Inactive Investor,George Gillen,Investment Consultant,LPL Financial LLC Guntersville AL 2208 Ringold St,george.gillen@lpl.com,,Salesforce
348138,,Alastair Tedford,Managing Member,Albion Investors Llc,atedford@albioninvestors.com,212-277-7533,Manual List Upload
9557593,,George Dernulc,,,dernulc.george@ntrs.com,,List import
9601470,,Phil Johnston,,,pjohnston@breancapital.com,,List import
9646901,,Rohan Uddin,,,thesparrowfall@gmail.com,,List import
231838,, -,,[[Unknown]],clintmadison@gmail.com,,
1004695,Inactive Investor,Gregory Piede,,Gregory Piede,gregpiede@gmail.com,5857647258,Organic Search
9636913,,Ii Barr,,,ibarr@parthenonllc.com,,List import
6774409,,Hary Aquaer,,,bonnasakhoncalasy@gmail.com,,Web form fillout
11027283,Inactive Investor,Jessica Brimm,,State Farm VP Management Corp. Gallatin TN 180 N Belvedere Dr,,,Salesforce
10881404,Inactive Investor,Anthony Panuto,Head - Trading,Shaker Investments,anthony@shakerinvest.com,,Salesforce
10913619,Inactive Investor,Deanna Beatrice,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10613943,,Nicholas Palmieri,Financial Advisor,,nick.palmieri@wellsfargo.com,,List Import
11139331,Inactive Investor,Jeffrey Sunsin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",jeffrey_sunsin@ml.com,,Salesforce
9598459,,Agustin Araya,,,aaraya@cordillera-ip.com,,List import
10645339,,Ronald Criss,,,r.criss@primerica.com,,List Import
101046,,Bill Lafontaine,,Skyway Studios,billlafontaine@skywaystudios.tv,,
10859474,Inactive Investor,Alyssa Vidrine,,"Raymond James Financial Services, Inc. Aspen CO 617 W Main St",alyssa.vidrine@raymondjames.com,,Salesforce
9624791,,Rafael Florez,,,rvflorez1@hotmail.com,,List import
10889875,Inactive Investor,Anthony Bertocchini,Financial Advisor,LPL Financial LLC Laguna Niguel CA 28202 Cabot Rd,anthony.bertocchini@lpl.com,,Salesforce
209002,,Eliézer Ndinga,,EliÃ©zer Ndinga,eliezer.ndinga@gmail.com,,Direct
9566549,,Andrey Kireev,,,untheinf@gmail.com,,List import
10884924,Inactive Investor,Dallas Mock,Client Advisor,"The Caprock Group, LLC",dallas@thecaprockgroup.com,,Salesforce
8480378,,Alona Melnychenko,,,smart.capital85@gmail.com,,List Import
10972092,Inactive Investor,Jacob Pope,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10866053,Inactive Investor,Moon Lai,,State Farm VP Management Corp. Minneapolis MN 2718 Nicollet Ave,,,Salesforce
10968365,Inactive Investor,Rebecca Sanchez,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10354808,,Darryn [Unknown],,,darryn@blockfi.com,,List Import
9589527,,Suhardino Suhardino,,,suhardino.dino@gmail.com,,List import
11144700,Inactive Investor,Paul Schwarzbach,Managing Member,"Allied Value, LLC",pauls@alliedvalue.com,,Salesforce
10904677,Inactive Investor,Thomas Pluemer,,"Empower Financial Services, Inc Elizabeth CO Private Residence",thomas.pluemer@empower.com,,Salesforce
10950092,Inactive Investor,Jennifer Wartsbaugh,Financial Advisor,Edward Jones Ennis TX 112 W Knox St,jennifer.wartsbaugh@edwardjones.com,,Salesforce
11222264,,Edward Rice,,,tedrice@firstrepublic.com,,List Import
11009503,Inactive Investor,Garrett Tingle,Investment Advisor Representative,"Osaic Wealth, Inc. Saint Louis MO 11440 Olive Blvd",,,Salesforce
344093,,Rick Tattersfield,Operating Partner,Blue Wolf Capital Partners Llc,rtattersfield@bluewolfcapital.com,212-488-1340,Manual List Upload
10960337,Inactive Investor,Kristine Shields,,"Empower Financial Services, Inc East Longmeadow MA Private Residence",kristine.shields@empower.com,,Salesforce
9543501,,Albert Steven,,,albertstv@pm.me,,List import
10779316,Inactive Investor,Robert Stocking,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",,,Salesforce
10984701,Inactive Investor,Karen Cecalek,,"Frost Brokerage Services, Inc.",karen.cecalek@frostbank.com,,Salesforce
10473112,,KRIS CHENG,,,xxxksj@sina.com,,Web Form Fillout
11092198,Inactive Investor,Monica Salazar,Wealth Management Associate,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
11255212,Inactive Investor,Maria Ross,Practice Manager,Integrated Wealth Concepts LLC Chesapeake VA 555 Belaire Ave,maria.ross@ifpadvisor.com,,Salesforce
11218384,,Jacob Weissman,,,jacob.weissman@jpmorgan.com,,List Import
349987,,Ruth Berger,"Managing Director, Partner","Hightower Advisors, Llc",rberger@hightoweradvisors.com,917-580-6042,
9647766,,Chad Trevithick,,,chad@sefgroup.com,,List import
10982490,Inactive Investor,William Kaufmann,,"Life's Sanctuary Financial Planning, LLC Kenosha WI 1060 63rd Ave",,,Salesforce
9639589,,William Neukom,,,bill.neukom@klgates.com,,List import
10995880,Inactive Investor,Anne Smith,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,,,Salesforce
10810644,Inactive Investor,Patrick Crowley,Vice President,"Wealth Management Group, L.L.C.",patrick.crowley@investwithwmg.com,,Salesforce
9633701,,Vahl Jackson,,,vahlja@gmail.com,,List import
10987326,Inactive Investor,Philip Hecker,,LPL Financial LLC Carlsbad CA 5973 Avenida Encinas,philip.hecker@lpl.com,,Salesforce
10921053,Inactive Investor,Matthew Young,Financial Advisor,LPL Financial LLC Hurricane WV 13 Chase Dr,matt.young1@lpl.com,,Salesforce
10805495,Inactive Investor,Scott Schaefer,Financial Consultant,Thrivent Investment Management Inc. Edmond OK 1616 E 19th St,scott.schaefer@thrivent.com,,Salesforce
11115213,Inactive Investor,Wallace Fry,Financial Advisor,"Wells Fargo Clearing Services, LLC Coral Springs FL 2740 N University Dr",wallace.fry@wellsfargoadvisors.com,,Salesforce
5525498,,Wesley Hall,,,wesleyghall@yahoo.com,,Web Form Fillout
10944519,Inactive Investor,Christine Belair,Financial Advisor,LPL Financial LLC Tewksbury MA 345 Main St,christine.belair@lpl.com,,Salesforce
9615433,,Gh Khoo,,,wackles123@gmail.com,,List import
10786705,Inactive Investor,Neil Seyffert,,Goldman Sachs & Co.,,,Salesforce
9541513,,Malhar Saraiya,,,mosaraiya@yahoo.com,,List import
10970220,Inactive Investor,Tyler Solis,Financial Advisor,"Citizens Securities, Inc. Latrobe PA 400 Mountain Laurel Plz",tyler.l.solis@citizenssecurities.com,,Salesforce
10859745,Inactive Investor,Brian Daniel,,"N.I.S. Financial Services, Inc.",,,Salesforce
10935347,Inactive Investor,Alex Nosal,Financial Advisor,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,alex_nosal@glic.com,,Salesforce
10659190,,Taylor Moore,,,taylor.x.moore@chase.com,,List Import
9554825,,robert lee,,,rcleeinv@gmail.com,,List import
9647696,,Fernando Jesus,,,fernandofladejesus@gmail.com,,List import
9646616,,Daniel Goronzy,,,dgoronzy@moneyconcepts.com,,List import
10979581,Inactive Investor,Mark Olsen,Financial Advisor,Teeple Snyder Newsome Wealth Management Zionsville IN 1555 W Oak St,,,Salesforce
10999005,Inactive Investor,Abeer Haddad,,"Farmers Financial Solutions, LLC Downey CA 8054 Telegraph Rd",,,Salesforce
10892139,Inactive Investor,Adam Gelfand,,Fidelity Brokerage Services LLC Phoenix AZ 1137 E Redfield Rd,,,Salesforce
9544662,,Michele Cea,,,mcea@cealegal.com,,List import
9597011,,Georgios Mavrommatis,,,gmavrommatis92@hotmail.gr,,List import
10823660,Inactive Investor,Lindsay Newell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",lindsay.e.newell@ml.com,,Salesforce
11058411,Inactive Investor,Anton Pawlowski,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",anton.pawlowski@nm.com,,Salesforce
191536,,James Chamberland,,[Unknown],wsc917@gmail.com,,
351738,,Gary Davison,Venture Partner,Arsenal Venture Partners,garyd@arsenalvp.com,407-838-1400,Manual List Upload
11132223,Inactive Investor,Jarrod Kappas,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",jarrod.kappas@schwab.com,,Salesforce
10924119,,Orhan Atesmen,,,atesmen@grayscale.com,,List Import
10612465,,Oran Yacobi,Financial Advisor,,oran.yacobi@ampf.com,,List Import
248090,,Hien Nguyen,,[Unknown],laziistar@gmaik.com,,source
10791138,Inactive Investor,Earnest Hubbard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10998275,Inactive Investor,Donna Failla,Premier Advisor,"Citizens Securities, Inc. Hampton NH 35 Winnacunnet Rd",donna.failla@citizensbank.com,,Salesforce
9605505,,Michael Norman,,,mnormanj@gmail.com,,List import
10648449,,Benjamin Peterson,,,benjamin.peterson@fmr.com,,List Import
10819104,Inactive Investor,James Scheinberg,Chief Investment Officer;Managing Partner;Member;Partner;Regulatory Contact,"North Pier Fiduciary Management, LLC",jim.scheinberg@npier.com,,Salesforce
10755687,Inactive Investor,Jennifer Miller,Financial Advisor,"Ameriprise Financial Services, LLC Clearwater FL 2500 NE Coachman Rd",jennifer.l.riley@ampf.com,,Salesforce
11190499,Inactive Investor,Monica Santos,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10929169,Inactive Investor,Anthony D'Angelo,,"Hornor, Townsend & Kent, LLC Los Angeles CA 1925 Century Park E",ad-angelo@htk.com,,Salesforce
185612,,George Weaver,"Director, Financial Advisor, Senior Executive Vice President","Hazlett, Burt & Watson, Inc.",gweaveriii@hazlettburt.com,717-397-5988,
10759916,Inactive Investor,Steven Gorman,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",steve_gorman@ml.com,,Salesforce
221254,,Thomas Orr,,[Unknown],orrego.fernando@gmail.com,,Direct
10867730,Inactive Investor,T Phillips,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",trphillips@financialguide.com,,Salesforce
9566952,,Ryan Meiser,,,ryan.meiser@fidelity.com,,List import
11081375,Inactive Investor,Alex Papadopoulos,,"Osaic Wealth, Inc. Evanston IL 721 Chicago Ave",,,Salesforce
9549364,,Ruben Hernandez,,,ruben@q-retire.com,,List import
10767955,Inactive Investor,Florence Chang,Financial Advisor;Senior Vice President,Morgan Stanley Lisle IL 4225 Naperville Rd,florence.chang@morganstanley.com,,Salesforce
10837662,Inactive Investor,Ryan Wilson,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Moosic PA 72 Glenmaura National Blvd,rwilson@janney.com,,Salesforce
10903562,Inactive Investor,Chrismon Bentley,,Cetera Advisor Networks LLC Washington UT Private Residence,chrismon.bentley@ceterawealth.com,,Salesforce
10972198,Inactive Investor,Tyree Burch,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,tyree.burch@jpmorgan.com,,Salesforce
69093,,Fabio Pellizer,Co-founder,Bee K Ventures,fabiopellizer@gmail.com,,
9600615,,Brandon Massey,,,brandon@linkedin.com,,List import
11209166,Inactive Investor,Larissa Gusek,,"American Portfolios Financial Services, Inc. Clifton Park NY 646 Plank Rd",lgusek@americanportfolios.com,,Salesforce
10895164,Inactive Investor,Carlos Giraldo,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10990344,Inactive Investor,Liliana Mendoza,,"Cambridge Investment Research, Inc. Yakima WA 6 S 2nd St",,,Salesforce
10606238,,Michael Bucci,"Associate Vice President, Branch Manager, Financial Advisor","Ameriprise Financial Services, LLC",mbucci@ampf.com,203-302-6744,List Import
9640949,,Cathay Wang,,,cathayw@yahoo.com,,List import
10995755,Inactive Investor,Daniel Reilly,Associate Wealth Advisor,Krilogy,dreilly@krilogy.com,,Salesforce
229147,, -,,[[Unknown]],svenramspott@gmail.com,,
10894251,Inactive Investor,Bryndon Skelton,Financial Representative;Investment Advisor,Park Avenue Securities LLC Southfield MI 29800 Telegraph Rd,bryndon_skelton@glic.com,,Salesforce
11178408,Inactive Investor,Irving Lugo Villa,,J.P. Morgan Securities LLC Dallas TX 505 W 12th St,irving.lugo-villa@jpmorgan.com,,Salesforce
11156003,Inactive Investor,Michael Fleck,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168186,Inactive Investor,Laura Pascoe,Client Associate,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",laura.pascoe@wellsfargoadvisors.com,,Salesforce
9627786,,Arbaz Mohammed,,,zonebone6901@gmail.com,,List import
11179360,Inactive Investor,Paul Lingenfelter,,GWN Securities Inc. Tonawanda NY Private Residence,plingenfelter@gwnsecurities.com,,Salesforce
10611186,,David Ornstein,"Senior Vice President, Wealth Management Advisor",,david_ornstein@ml.com,,List Import
10954005,Inactive Investor,Cameron Oberholtzer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,cameron.oberholtzer@fidelity.com,,Salesforce
9590168,,John Jordan,,,jjordan@heritagewealth.net,,List import
338425,,Brook Bugenhagen,,[Unknown],bbugenhagen@outlook.com,,Event
10722202,,james alfie,,,jamesalfie.stillworking@gmail.com,,Web Form Fillout
10800574,Inactive Investor,Robert Byers,,NYLIFE Securities LLC Justin TX Private Residence,rjbyers@ft.newyorklife.com,,Salesforce
10611972,,Christopher Tully,"Financial Advisor, Vice President - Investments",,christopher.tully@opco.com,,List Import
11133979,Inactive Investor,James Kais,,"Equitable Advisors, LLC",james.kais@equitable.com,,Salesforce
11083138,Inactive Investor,Darlene Wieghat,,Cetera Investment Services LLC Brenham TX 501 S Austin St,,,Salesforce
10862738,Inactive Investor,Dale Norton,Owner,Asset & Retirement Management,,,Salesforce
11092523,Inactive Investor,Douglas Chasser,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",douglas.chasser@wellsfargoadvisors.com,,Salesforce
370313,,Michael Schaller,,[Unknown],mcschaller65@hotmail.com,,
11130120,Inactive Investor,Manuel Troncoso,,"Gamma Securities, LLC San Juan 500 Calle de la Tanca",,,Salesforce
9592849,,Deedee Marin,,,bikeriderdm@gmail.com,,List import
11033068,Inactive Investor,Emily Brudnicki,Branch Manager;Senior Client Associate,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",emily.brudnicki@rbc.com,,Salesforce
10941209,Inactive Investor,Ryan Boland,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,ryan.boland@fmr.com,,Salesforce
11231985,Inactive Investor,William Gregory,,Fidelity Brokerage Services LLC,,,Salesforce
10876444,Inactive Investor,Zachary Makawi,,"Cambridge Investment Research, Inc. Tempe AZ 430 W Warner Rd",,,Salesforce
10618946,,Christopher Jerin,,,cjerin@calamos.com,,List Import
11154284,Inactive Investor,Wahaj Aslam,Vice President,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
11056142,Inactive Investor,Kenneth Mosher,Branch Examiner,Thrivent Investment Management Inc.,kenneth.mosher@thrivent.com,,Salesforce
11200171,Inactive Investor,Ezra Resendiz,Investment Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10877895,Inactive Investor,Jesus Valdes,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11021500,Inactive Investor,Kirsten Fink,,"Zions Direct, Inc.",,,Salesforce
10932083,Inactive Investor,Kenny Johnson,Financial Planner,"Pruco Securities, LLC. Orem UT Private Residence",kenny.johnson@prudential.com,,Salesforce
10848525,Inactive Investor,James Williams,,Newbridge Securities Corporation,jwilliams@newbridgesecurities.com,,Salesforce
10792468,Inactive Investor,David Woolf,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,david.woolf@fidelity.com,,Salesforce
9601595,,Glenn Steinke,,,glenn@gsinvestments.com,,List import
11005670,Inactive Investor,Catherine Ballard,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
10823623,Inactive Investor,Evan Kendis,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flemington NJ 200 State Rte 31",evan.kendis@ml.com,,Salesforce
11194893,Inactive Investor,Gregory Cella,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
9646928,,fdfsfsd adfsafds,,,lfalfkl@fafa.pl,,List import
11149966,Inactive Investor,Charles Wilensky,Financial Advisor,LPL Financial LLC King of Prussia PA 250 Tanglewood Ln,charles.wilensky@lpl.com,,Salesforce
11177118,Inactive Investor,Megan Grant,Senior Client Associate,UBS Financial Services Inc. Hudson OH 43 Village Way,megan.lacorte@ubs.com,,Salesforce
10818477,Inactive Investor,Huashi Park,,State Farm VP Management Corp. Duluth GA 2550 Pleasant Hill Rd,huashipark@statefarm.com,,Salesforce
11209782,Inactive Investor,Craig Sarembock,Principal;Wealth Advisor,Bartlett & Co. Wealth Management LLC,,,Salesforce
7263485,,Gilbert Perez,,,gilbertperez574@gmsil.com,,Web Form Fillout
10918349,Inactive Investor,Russell Cullivan,Financial Advisor;Financial Professional,"Voya Financial Advisors, Inc. Plymouth MA 285 Center Hill Rd",russ.cullivan@voya.com,,Salesforce
10857352,Inactive Investor,Brent Nicks,Chief Compliance Officer,Accelerate Retirement,,,Salesforce
11095910,Inactive Investor,Timothy Romero,,"Transamerica Financial Advisors, Inc Orem UT 1145 S 800 E",tim.romero@tfaconnect.com,,Salesforce
9618935,,John Vassallo,,,john@coquest.com,,List import
11063240,Inactive Investor,Terri Fought,Senior Vice President - Investments,"Raymond James & Associates, Inc. Williamsport PA 1000 Commerce Park Dr",terri.fought@raymondjames.com,,Salesforce
10970330,Inactive Investor,Chad Johnson,,Trek Financial Tacoma WA 1001 Yakima Ave,,,Salesforce
9577975,,Brandon Wright,,,jbrandonwright@yahoo.com,,List import
246742,,Greg Dimarzio,Portfolio Manager,Rockland Trust,gregorydimarzio@gmail.com,,
10945844,Inactive Investor,Kristen Kauffman,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,kristen.kauffman@fmr.com,,Salesforce
10885420,Inactive Investor,Colin Bowman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10644635,,Daniel Zelazny,,,dzelazny@williamblair.com,,List Import
11139407,Inactive Investor,Jonathan Bonnett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jonathan.bonnett@ml.com,,Salesforce
10815914,Inactive Investor,Mia Gosselin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",mia_gosselin@ml.com,,Salesforce
11047297,Inactive Investor,Marc Poirier,Financial Advisor,"Equitable Advisors, LLC Lewiston ME 1125 Lisbon St",marc.poirier@equitable.com,,Salesforce
11079817,Inactive Investor,Tiffany Wax,Senior Manager,"Charles Schwab & Co., Inc. Clermont FL Private Residence",,,Salesforce
11203652,Inactive Investor,Nicholas Stark,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",nstark@hallidayfinancial.com,,Salesforce
11055116,Inactive Investor,Anthony Moore,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 3302 Mallard Cove Ln",anthony.moore@nm.com,,Salesforce
10603864,,Michael Cuneo,"Chief Investment Officer, Managing Member, Managing Partner, Partner, Regulatory Contact",Compass Advisors,michael@compassadvisors.com,,List Import
351165,,Eric Connerly,Director Of Quantitative Research,Boston Partners,econnerly@boston-partners.com,617-832-8200,Manual List Upload
10919223,Inactive Investor,Steven King,,Cetera Advisors LLC Santa Cruz CA Private Residence,,,Salesforce
9566870,,Paul Games,,,paul.games@securitiesamerica.com,,List import
10941253,Inactive Investor,Christopher Shea,Managing Director;Wealth Advisor,Balanz,,,Salesforce
10942785,Inactive Investor,Jennifer Foster,,PFG Advisors Meridian ID 1111 S Silverstone Way,,,Salesforce
10830580,Inactive Investor,Robert Jacobs,,"Avantax Investment Services, Inc. Severna Park MD Private Residence",,,Salesforce
9589174,,Christopher Briley,,,cbriley@manning-napier.com,,List import
11086097,Inactive Investor,Isaac Feldstein,Financial Advisor,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,isaac.feldstein@morganstanley.com,,Salesforce
11220863,,Catherine MacGregor,,,catherine.macgregor@schwab.com,,List Import
10841189,Inactive Investor,Christy Lederer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,,,Salesforce
10761411,Inactive Investor,Elizabeth Krisko,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",elizabeth_krisko@ml.com,,Salesforce
10917661,Inactive Investor,Troy Spencer,Vice President - Investments,J.P. Morgan Securities LLC Spring TX 5931 FM 2920 Rd,troy.spencer@jpmorgan.com,,Salesforce
9559215,,Patricia Konetzny,,,pk@practicalplanner.com,,List import
11167094,Inactive Investor,Denise Croake,,"Osaic Wealth, Inc. Petoskey MI 418 Waukazoo Ave",,,Salesforce
11066532,Inactive Investor,Evan North,Senior Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
2199090,,Lovina Roberts,,,uniqueroberts77@gmail.com,,
11132826,Inactive Investor,Robert Ducato,,NYLIFE Securities LLC Westfield NY 35 E Main St,rducato@ft.newyorklife.com,,Salesforce
10762995,Inactive Investor,David Lincoln,Chief Investment Officer;Managing Partner;Partner,MONECO Advisors,david.lincoln@lpl.com,203.319.3550,Salesforce
10779248,Inactive Investor,Ronald Vangorder,,Cetera Advisors LLC McLean VA Private Residence,ronald.vangorder@ceteraadvisors.com,,Salesforce
10837284,Inactive Investor,Randy Cramer,,"Raymond James Financial Services, Inc. Springdale AR 7260 Village Park Ave",randy.cramer@raymondjames.com,,Salesforce
9636621,,Mark Manetti,,,mmanetti@alleghenyinvestments.com,,List import
11116949,Inactive Investor,Priscilla Pohlen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9567031,,Dorivaldo Santos,,,dorivaldo4321@gmail.com,,List import
10835706,Inactive Investor,Deborah Deborah,Regional Compliance Officer,Morgan Stanley Baltimore MD 1201 Wills St,deborah.a.oneill@morganstanley.com,,Salesforce
11052702,Inactive Investor,Kevin Sierzant,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",kevin.sierzant@ml.com,,Salesforce
10958078,Inactive Investor,Christoper Hockman,,"Hornor, Townsend & Kent, LLC Columbus OH 1900 Polaris Pkwy",chockman@htk.com,,Salesforce
50871,,Matthew Brown,Vice President,Fisher Investments,m.brown@fi.com,,
10484989,,Kyle French,"Managing Member, Managing Partner","FLB Capital Management, LLC",kyle@flbcapitalmanagement.com,,List Import
11164729,Inactive Investor,Scott Maloy,Financial Advisor,LPL Financial LLC Tacoma WA 4041 Ruston Way,scott.maloy@lpl.com,,Salesforce
9607487,,Amy Braun-Bostich,,,amy@braun-bostich.com,,List import
10973110,Inactive Investor,Alec Hornecker,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10940746,Inactive Investor,Michael Ralston,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,michael.ralston2@fmr.com,,Salesforce
10947090,Inactive Investor,Henry Pak,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC New York NY 1411 Broadway,henry.pak@jpmorgan.com,,Salesforce
9545649,,Jarrod Silvers,,,jsilvers@wisdirect.com,,List import
10962940,Inactive Investor,Timothy Campbell,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,436na@primerica.com,,Salesforce
11133453,Inactive Investor,Sunil Handa,Financial Advisor,"MML Investors Services, LLC Greenville SC 3523 Pelham Rd",shanda@massmutual.com,,Salesforce
10895795,Inactive Investor,Janice Weiland,Financial Advisor,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",jan.weiland@raymondjames.com,,Salesforce
10858085,Inactive Investor,Bryan Ruder,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Evansville IN 3000 E Morgan Ave",ruderb@stifel.com,,Salesforce
10979507,Inactive Investor,Elisa Manley,,Cetera Investment Services LLC Quincy MI 109 W Chicago St,elisa.manley@ceterais.com,,Salesforce
9602207,,Troy Peterson,,,tpeterson@pgpwealthservices.com,,List import
11067018,Inactive Investor,Mirna Lopez,,"Wells Fargo Clearing Services, LLC Las Vegas NV 10410 W Cheyenne Ave",mirna.gonzalez-hernandez@wfadvisors.com,,Salesforce
11138009,Inactive Investor,Ashley Stenerson,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",,,Salesforce
246329,,Not Provided,Self,Self,philip_randazzo@comcast.net,,Manual List Upload
11167361,Inactive Investor,Sarah Keeshan,Senior Service Associate,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,,,Salesforce
5068567,,Betty Sibert,,,grayce27@gmail.com,,Web Form Fillout
10773503,Inactive Investor,Matthew Healy,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",matthew.healy@wellsfargoadvisors.com,,Salesforce
11069964,Inactive Investor,Holly Halpin,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",holly.halpin@tiaa-cref.org,,Salesforce
11250973,,Hono Lulu,,,dacobellow@gmail.com,,Web Form Fillout
11157364,Inactive Investor,Peter Arbes,Managing Director;Wealth Advisor,Neuberger Berman BD LLC,parbes@nb.com,,Salesforce
9574868,,Timothy Donovan,,,tim.donovan@lfg.com,,List import
10869013,Inactive Investor,Wade Uloth,Chief Compliance Officer;Vice President,Sage Advisory Services Ltd Co,wuloth@sageadvisory.com,,Salesforce
236867,, -,,[[Unknown]],alexisdaffyduck@hotmail.com,,
10849382,Inactive Investor,Christoper Madel,Chief Compliance Officer;Member;Partner,"Chadds Ford Wealth Partners, LLC",cmadel@chaddsfordwealth.com,,Salesforce
9554018,,Todd Rebori,,,todd@atwob.com,,List import
9596819,,Marlon de Jesús mena,,,marlon_jgm_9@hotmail.com,,List import
201,,,,,alex@250ok.awsapps.com,,
11077051,Inactive Investor,Robert Baynard,Vice Chairman,J.P. Morgan Securities LLC New York NY 390 Madison Ave,robert.p.baynard@jpmorgan.com,,Salesforce
217770,,Chenda Phal,,[Unknown],phalchenda@gmail.com,,Direct
11229704,Inactive Investor,Robert Russo,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",thomas.russo@nm.com,,Salesforce
211854,,Devin Boeing,Owner,Cryptic Investing,devboeing@gmail.com,,Content
381,,,,,gregy9874@volny.cz,,
10799692,Inactive Investor,Maxwell Amoroso,,"Farmers Financial Solutions, LLC Santa Rosa CA 1260 N Dutton Ave",mamoroso@farmersagent.com,,Salesforce
11254903,Inactive Investor,Andrew Frey,Wealth Advisor,United Capital Financial Advisors Seattle WA 1601 5th Ave,andrew.frey@unitedcapitalwealth.com,,Salesforce
11092067,Inactive Investor,Barry Porter,Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,barry.porter@ubs.com,,Salesforce
11169114,Inactive Investor,Robert Shanks,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Beaumont TX 5925 Phelan Blvd",kelly.shanks@ampf.com,,Salesforce
10817434,Inactive Investor,Barbara McNeil,,PFS Investments Inc. Columbia SC 7403 Parklane Rd,barbara.mcneil@primerica.com,,Salesforce
11119163,Inactive Investor,Matthew Trundle,,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2385 NW Executive Center Dr",matthew.trundle@wellsfargoadvisors.com,,Salesforce
11117813,Inactive Investor,Sean Perez,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
11057822,Inactive Investor,William Coleman,,Vanguard Marketing Corporation,william_coleman@vanguard.com,,Salesforce
10869165,Inactive Investor,Joseph Amaya,,"Osaic Wealth, Inc. Fenton MI 3309 W Silver Lake Rd",,,Salesforce
10844183,Inactive Investor,Douglas Robbins,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",douglas.robbins@ml.com,,Salesforce
337913,,Adrian Tyerman,Compliance Officer,Fidelity Management & Research (hong Kong) Limited,atyerman@advisor.fidelity.com,852-371-19100,Manual List Upload
10918873,Inactive Investor,Brandon Cox,,"Cambridge Investment Research, Inc. Lakeway TX Private Residence",,,Salesforce
10764501,Inactive Investor,David Becker,Financial Professional,"MML Investors Services, LLC State College PA 3949 S Atherton St",davidbecker@financialguide.com,,Salesforce
10843933,Inactive Investor,Michael Agriesti,Investment Advisor Representative,Gladstone Wealth Partners Columbus OH 7650 Rivers Edge Dr,michael.agriesti@gladstonewealth.com,,Salesforce
10829243,Inactive Investor,Jeffrey Sahm,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,,,Salesforce
11040872,Inactive Investor,Michael Bell,Account Vice President;Financial Advisor;Retirement Plan Consultant,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,michael.g.bell@ubs.com,,Salesforce
9578785,,Hien Vo,,,hienvo1@gmail.com,,List import
11123864,Inactive Investor,Colin Krafft,Investment Advisor,LPL Financial LLC West Hartford CT 15 N Main St,colin.krafft@lpl.com,,Salesforce
11100576,Inactive Investor,Manuel Nava-Diaz,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10844819,Inactive Investor,Jared Sutton,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
10841510,Inactive Investor,Donald Woodhouse,,"Raymond James Financial Services, Inc. Coronado CA 1011 C Ave",donald.woodhouse@raymondjames.com,,Salesforce
11001610,Inactive Investor,Austin Spence,,"RBC Capital Markets, LLC Dallas TX 200 Crescent Ct",,,Salesforce
10487549,,Robert Moore,"Executive Director, Portfolio Manager, Private Wealth Advisor",Morgan Stanley,robert.h.moore@morganstanley.com,,List Import
11188902,Inactive Investor,Clayton Flathers,Financial Advisor;President,"Osaic Wealth, Inc. Dallas TX 5956 Sherry Ln",,,Salesforce
9629706,,Emre Özer,,,emre@icredible.com,,List import
11019335,Inactive Investor,Ellen Masters,Chief Compliance Officer,Masters Financial Bella Vista AR 6 Burns Cir,,,Salesforce
10934765,Inactive Investor,Deborah York,,PFS Investments Inc. Greensboro NC 1031 Summit Ave,ekt5702@primerica.com,,Salesforce
368046,,Matt Koertner,Advisor,,mkoertner@trivergenttrust.com,3212281237,Webinar
10831893,Inactive Investor,Daryl Ellis,,NYLIFE Securities LLC Baton Rouge LA 8280 YMCA Plaza Dr,drellis@ft.newyorklife.com,,Salesforce
11136499,Inactive Investor,James Slaughter,,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",,,Salesforce
11188244,Inactive Investor,Tara Garcia,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",tara.garcia@ml.com,,Salesforce
9636284,,Kathryn Stewart,,,mboblitz@passivecapital.com,,List import
10838045,Inactive Investor,Anthony Perretta,,"Allstate Financial Services, LLC Philadelphia PA 8012 Ridge Ave",anthonyperretta@allstate.com,,Salesforce
11086518,Inactive Investor,Janice Brodin Emrich,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",janice.brodin@nm.com,,Salesforce
11197351,Inactive Investor,Dewitte Kersh,,"MML Investors Services, LLC New York NY 90 Park Ave",dkersh@massmutual.com,,Salesforce
11082278,Inactive Investor,Todd Mendel,Senior Vice President,PFS Investments Inc. Meridian ID 1404 N Main St,todd.mendel@primerica.com,,Salesforce
10981428,Inactive Investor,Robert Drexel,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,rdrexel@ft.newyorklife.com,,Salesforce
11183348,Inactive Investor,Lynne Cross,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",lynne.cross@wfafinet.com,,Salesforce
10964656,Inactive Investor,Ruben Perea,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10876599,Inactive Investor,Alyson Stone,,Citigroup Global Markets Inc.,,,Salesforce
9628848,,Nicole Williams,,,nharnerwilliams@gmail.com,,List import
11047012,Inactive Investor,Taryn McCauley,Regulatory Contact;Shareholder,"First Pacific Financial, Inc.",taryn@fp-financial.com,,Salesforce
11228522,Inactive Investor,Labrena Washington,,J.P. Morgan Securities LLC Flushing MI 6481 W Pierson Rd,,,Salesforce
9592716,,Lorn Mayers,,,lorn_mayers@hotmail.co.uk,,List import
10758975,Inactive Investor,Daniel Winkler,Financial Advisor;Portfolio Management Associate,Morgan Stanley Dayton OH 4380 Buckeye Ln,dan.winkler@morganstanley.com,,Salesforce
11107875,Inactive Investor,Connor Dwyer,,Citigroup Global Markets Inc.,connor.dwyer@citigroup.com,,Salesforce
10892021,Inactive Investor,Chien Wu,Chief Compliance Officer;Managing Member;President,"Wu Wealth Advisory, LLC",,,Salesforce
11079704,Inactive Investor,Flor Guerra,,Deutsche Bank Securities Inc. Miami FL 600 Brickell Ave,flor@deutschewealth.com,,Salesforce
9605738,,Jose Villafranco,,,josecvillafranco@gmail.com,,List import
10614716,,Edmund Debler,"Financial Advisor, Senior Portfolio Manager, Senior Vice President, Vice President",,edmund.debler@morganstanley.com,,List Import
10763186,Inactive Investor,Christopher Barrett,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",christopher_barrett@ml.com,,Salesforce
11210773,Inactive Investor,Samuel Haught,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11065412,Inactive Investor,Melissa Sperling,Financial Advisor,Commonwealth Financial Network Modesto CA 3300 Tully Rd,msperling@commonwealth.com,,Salesforce
66353,,Brian Johannsen,,"First Horizon Advisors, Inc.",bejohannsen@ftbadvisors.com,865-971-2114,
7217445,,Rasel Ahmed,,,mdraselahmedqatar3@gmail.com,,Web Form Fillout
11039846,Inactive Investor,Robert Dawson,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",rdawson@tradestation.com,,Salesforce
10838677,Inactive Investor,Clarence Smart,,NYLIFE Securities LLC Missoula MT 3700 S Russell St,edsmart@ft.newyorklife.com,,Salesforce
9629061,,Justin Southam,,,justinsoutham@hotmail.com,,List import
11076381,Inactive Investor,Adriana Ramirez Guerrero,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellington FL 131 S State Road 7",adriana.ramirez_guerrero@ml.com,,Salesforce
10869022,Inactive Investor,James Ferrell,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,james.ferrell.jm8s@statefarm.com,,Salesforce
10944798,Inactive Investor,Brian Davies,,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",,,Salesforce
56931,,Brian Hubbell,"Managing Member, CCO","Hubbell Consulting, Llc",bhubbell@hubbell-llc.com,704-887-4930,Manual List Upload
11048926,Inactive Investor,Courtney Dominguez,Financial Advisor;Senior Wealth Advisor,"Payne Capital Management, LLC",courtney.garcia@paynecm.com,,Salesforce
10951556,Inactive Investor,Franklin Rayne,,LPL Financial LLC Seaford DE 509 W Stein Hwy,franklin.rayne@lpl.com,,Salesforce
11204105,Inactive Investor,Jay Cartini,President,Sterling Imc,,,Salesforce
372704,,Don Miller,,[Unknown],miller4don@gmail.com,,source
9572908,,David Sabath,,,ds@latigopartners.com,,List import
10843090,Inactive Investor,Bruce Gelfand,Financial Advisor;First Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",bruce.gelfand@rbc.com,,Salesforce
10698552,,Tomy Bass,,,tomybass825@gmail.com,,Web Form Fillout
11147651,Inactive Investor,Brett Masarky,Portfolio Associate,Neuberger Berman BD LLC,brett.masarky@nb.com,,Salesforce
10873299,Inactive Investor,Kara Donovan,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,kara.donovan@jpmorgan.com,,Salesforce
10786815,Inactive Investor,Steven Hansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,steven.hansen@fidelity.com,,Salesforce
11160007,Inactive Investor,John Bleidorn,Investment Advisor;Member;Owner,"Bleidorn Tax & Investment Services, LLC",,,Salesforce
10606766,,Michael Hymes,"Co-Founder, Managing Director, Portfolio Manager, Regulatory Contact","Capital Preservation Partners, Inc.",hymes@cpp.bz,914-337-2272,
11010304,Inactive Investor,Benjamin Robbins,,Thrivent Investment Management Inc. Savannah GA 785 King George Blvd,benjamin.robbins@thrivent.com,,Salesforce
11171078,Inactive Investor,Cathy McReynolds,Financial Advisor,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,cathy.mcreynolds@primerica.com,,Salesforce
10853813,Inactive Investor,Charles Reavis,Investor,"Centurion Advisory Group, Inc",,,Salesforce
11217742,,Troy Zerveskes,,,troy.zerveskes@lpl.com,,List Import
9642991,,khalid bellouch,,,kbellouch@gmail.com,,List import
11017192,Inactive Investor,Andrew Pleger,,Key Investment Services LLC,,,Salesforce
11142988,Inactive Investor,Cinthia Marquez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11209928,Inactive Investor,Marci Joerz,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,marci_joerz@vanguard.com,,Salesforce
11062802,Inactive Investor,Stephen Gish,,"Raymond James Financial Services, Inc. Mount Laurel NJ 533 Fellowship Rd",steve.gish@raymondjames.com,,Salesforce
10825848,Inactive Investor,John Zavolas,Senior Client Associate,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",john.zavolas@rbc.com,,Salesforce
11145645,Inactive Investor,John Cesaro,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
11035265,Inactive Investor,Amy Banks,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",amy.borja@wellsfargoadvisors.com,,Salesforce
11158458,Inactive Investor,Kevin Brock,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Seneca SC 1007 By Pass 123",kevin.brock@firstcitizens.com,,Salesforce
11087049,Inactive Investor,Paula Rogala,,"American Portfolios Financial Services, Inc. Rochester NY 350 Linden Oaks Dr",progala@americanportfolios.com,,Salesforce
9612278,,David Morgan,,,david@jmgfin.com,,List Import
11097745,Inactive Investor,Kristina Williams,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,kristina.williams@fidelity.com,,Salesforce
10616393,,Nancy Unglaub,,,nancy_unglaub@ml.com,,List Import
9626629,,mike rudolph,,,rrsonsint@gmail.com,,List import
11039243,Inactive Investor,Michael Curley,,"Cambridge Investment Research, Inc. Staten Island NY Private Residence",,,Salesforce
9558226,,tom frazee,,,scfrazee@gmail.com,,List import
10865359,Inactive Investor,Joseph Gaetano,,"Horace Mann Investors, Inc. Wallingford CT 412 Main St",,,Salesforce
239770,,David Pan,Journalist,Bloomberg,jpan206@bloomberg.net, +1 646 889 3245,Event
219554,,Ronald F Hild,,[Unknown],rhild39@gmail.com,,Direct
117879,,Christian M.,,[[Unknown]],cemu@hotmail.de,,Paid Social
10977318,Inactive Investor,Benjamin Giannetti,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,bgiannetti@primerica.com,,Salesforce
10891061,Inactive Investor,Jeffrey Brown,,"Truist Investment Services, Inc. Charlottesville VA 305 E Jefferson St",,,Salesforce
10893457,Inactive Investor,Larry Elliott,,"Farmers Financial Solutions, LLC Fort Wayne IN 7529 W Jefferson Blvd",lelliott1@farmersagent.com,,Salesforce
11048285,Inactive Investor,Eric Idelson,Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,eric.idelson@ubs.com,,Salesforce
11113015,Inactive Investor,Pura Connor,,"Frost Brokerage Services, Inc. San Antonio TX 1162 N Loop 1604 W",pura.connor@frostbank.com,,Salesforce
9633352,,Jerome Facey,,,jeromefacey23@gmail.com,,List import
9623640,,Kelvin Garner,,,kelvin.garner66@gmail.com,,List import
10879192,Inactive Investor,Santo Liberto,Financial Advisor;Senior Vice President,"Fort Pitt Capital Group, LLC",sliberto@fortpittcapital.com,,Salesforce
11140959,Inactive Investor,Chris Lee,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",chris.j.lee@wellsfargoadvisors.com,,Salesforce
11152188,Inactive Investor,Marc Tomberg,,"Raymond James Financial Services, Inc. Vero Beach FL 2756 20th St",marc.tomberg@raymondjames.com,,Salesforce
9548216,,Angela James,,,jamesangela826@gmail.com,,List import
10801574,Inactive Investor,Timothy Graney,Financial Advisor;Partner,"Graney& King, LLC",tgraney@graneyking.com,,Salesforce
10884113,Inactive Investor,Keith Wood,Financial Advisor,Thrivent Investment Management Inc. Williamsport PA Private Residence,keith.wood@thrivent.com,,Salesforce
10509950,,Ciaran Fitzpatrick,,State Street Global Services,ciaran.fitzpatrick@statestreet.com,,List Import
9552889,,Cathal Carroll,,,cathal@cclmcapital.com,,List import
11101266,Inactive Investor,Gary Carle,,PFS Investments Inc. Plainville CT 146 New Britain Ave,gary.carle@primerica.com,,Salesforce
10958777,Inactive Investor,Ian Lindstrom,,"OFG Financial Services, Inc.",ianlindstrom@ofgfinancial.com,,Salesforce
9578304,,Joseph Raby,,,joe@sunshineny.com,,List import
10790404,Inactive Investor,Ryan Munson,,"Raymond James Financial Services, Inc. Edmond OK 1245 E 33rd St",ryan.munson@raymondjames.com,,Salesforce
10910471,Inactive Investor,Tuananh Branton,Advisor;Senior Vice President,Wealthspire Advisors,,,Salesforce
10827609,Inactive Investor,Annell Danczyk,Director;Senior Portfolio Manager;Vice President,Stack Financial Management Inc,annelld@stackfinancialmanagement.com,,Salesforce
9586884,,George Hiller,,,ghiller@georgehiller.com,,List import
10871549,Inactive Investor,Rebecca Sierp,Chief Compliance Officer;Director - Operations,WPWealth LLP,rebecca.sierp@wpwealth.com,,Salesforce
11074579,Inactive Investor,David Foster,Financial Advisor,"Ameriprise Financial Services, LLC Kalamazoo MI 433 E Michigan Ave",david.foster@ampf.com,,Salesforce
9639708,,Michael Honeysett,,,michael.honeysett@hackney.gov.uk,,List import
11145957,Inactive Investor,Zofia Krohn,Director;Retirement Manager,UBS Financial Services Inc.,,,Salesforce
10858066,Inactive Investor,Nicholas Brown,Chief Compliance Officer;Managing Partner;Partner,"Granite Harbor Advisors, Inc.",nbrown@graniteharboradvisors.com,,Salesforce
11110394,Inactive Investor,Courtney Gooding,Chief Compliance Officer;Member;Partner,Bush Wealth Management,,,Salesforce
10963719,Inactive Investor,Deborah Badillo,Client Advisor,Meira Wealth,deborah@meirawealth.com,,Salesforce
108892,,James Whiteley,,White Stores Limited,james@whitestores.co.uk,7866312611,
11022368,Inactive Investor,Lee Vandyke,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",lee.vandyke@nm.com,,Salesforce
11151060,Inactive Investor,Aaron Moore,,"Transamerica Financial Advisors, Inc Lake Mary FL 801 International Pkwy",aaron.moore@tfaconnect.com,,Salesforce
10830292,Inactive Investor,Marcus Lyman,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Mandeville LA 1261 W Causeway Approach,marcus.lyman@morganstanley.com,,Salesforce
11107698,Inactive Investor,William Pink,,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",pinkw@stifel.com,,Salesforce
10615813,,Alexander Pawlukowsky,,,alexander.j.pawlukowsky@jpmorgan.com,,List Import
11166936,Inactive Investor,Garrett Sweeterman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",garrett.sweeterman@ml.com,,Salesforce
10834914,Inactive Investor,Michael Palazzo,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",michael.palazzo@wellsfargoadvisors.com,,Salesforce
11200774,Inactive Investor,Michelle Newell,,PFS Investments Inc. Miami FL 10661 N Kendall Dr,mnewell@primerica.com,,Salesforce
10781713,Inactive Investor,Jason Newman,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",jason.newman@rbc.com,,Salesforce
11106751,Inactive Investor,Elizabeth Brozena,Financial Advisor,"Modera Wealth Management, LLC New York NY 19 W 44th St",,,Salesforce
11012664,Inactive Investor,Jack Whalen,Financial Advisor,Edward Jones Jacksonville IL 326 E Morton Ave,jack.whalen@edwardjones.com,,Salesforce
10766598,Inactive Investor,Rosary Whitlock,Authorized Officer;Team Administrator,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,gigi.whitlock@ubs.com,,Salesforce
10812246,Inactive Investor,Alex Wheeler,Financial Advisor - Private Wealth Management;Senior Vice President,Robert W. Baird & Co. Incorporated Salt Lake City UT 222 S Main St,,,Salesforce
10924090,Inactive Investor,Taha Siddiqui,Investment Manager,TD Private Client Wealth LLC Manchester NH 300 Franklin St,taha.siddiqui@td.com,,Salesforce
9562511,,S M,,,mangolord@gmail.com,,List import
10965265,Inactive Investor,James Duffy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11006708,Inactive Investor,Sean Mclaughlin,Financial Advisor,"W&S Brokerage Services, Inc. Loveland OH 6281 Tri Ridge Blvd",,,Salesforce
10799428,Inactive Investor,Richard Leidal,,Sigma Financial Corporation Novi MI 41850 W 11 Mile Rd,,,Salesforce
11237991,Inactive Investor,RYAN CASSIDY,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",rcassidy@performancetrust.com,,Salesforce
10909132,Inactive Investor,Sandra Myers,,"J.W. Cole Financial, Inc. Melbourne FL 3700 N Harbor City Blvd",,,Salesforce
10963065,Inactive Investor,Joshua Keagle,,Financial Transparency,,,Salesforce
10645197,,Peter Hoffmann,,,phoffmann@williamblair.com,,List Import
11114739,Inactive Investor,Kelly Hejtmancik,Partner,"MML Investors Services, LLC Houston TX 3 Greenway Plz",khejtmancik@financialguide.com,,Salesforce
9561752,,Micha Wynne,,,micha.wynne@okex.com,,List import
11196034,Inactive Investor,Jason Thomas,Owner,JT Wealth Management,,,Salesforce
9618947,,Nathan Root,,,nroot@golubcapital.com,,List import
11137475,Inactive Investor,Colten Franco,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,colten.franco@fidelity.com,,Salesforce
9627381,,Alex Tannen,,,alex@innovx.co.uk,,List import
10799947,Inactive Investor,William Brooks,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",william_brooks@ml.com,,Salesforce
10859268,Inactive Investor,Peggy Stavinoha,Private Client Advisor,J.P. Morgan Securities LLC San Antonio TX 3659 E Evans Rd,peggy.stavinoha@jpmorgan.com,,Salesforce
10776636,Inactive Investor,Joseph Hill,,PlanMember Securities Corporation,bhill@planmembersec.com,,Salesforce
10933543,Inactive Investor,Janet Leleux,,LPL Financial LLC Sulphur LA 2250 Maplewood Dr,janet.leleux@lpl.com,,Salesforce
11011378,Inactive Investor,Kimberly Griggs-Murray,,"CapFinancial Securities, LLC. Charlotte NC 4201 Congress St",,,Salesforce
10827853,Inactive Investor,Roger Golinski,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,roger.golinski@fmr.com,,Salesforce
1005617,Inactive Investor,Jerome Reggie Maldonado,,TBD,jeromelandscapecompany@gmail.com,8452127364,
10784638,Inactive Investor,Monte Mitchell,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10821199,Inactive Investor,Robert Santos,,J.P. Morgan Securities LLC Dublin CA 4520 Dublin Blvd,robert.santos@jpmorgan.com,,Salesforce
11076457,Inactive Investor,Derek Neubauer,Financial Representative,"Osaic Wealth, Inc. Leawood KS 4400 College Blvd",,,Salesforce
11234792,Inactive Investor,Jay Mcneill,Chief Compliance Officer;Managing Member,Main Street Financial,jay@mainstfinancial.com,,Salesforce
11003134,Inactive Investor,Steffen Spreng,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",steffen.spreng@ml.com,,Salesforce
11195211,Inactive Investor,Charles Hunter,,"Level Four Financial, LLC Roanoke VA 2217 Crystal Spring Ave SW",chunter@levelfourfinancial.com,,Salesforce
10781628,Inactive Investor,Julie Small,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",julie_small@ml.com,,Salesforce
11021600,Inactive Investor,Allen Denhart,,J.P. Morgan Securities LLC Franklin TN 1015 Center Point Pl,allen.denhart@jpmorgan.com,,Salesforce
7878009,,Klaus Kangone,,,mtpofficial19@gmail.com,,Web Form Fillout
9616971,,Mohsen Hejrani,,,hjranymhsn@gmail.com,,List import
11001729,Inactive Investor,Dwayne Burnett,,J.P. Morgan Securities LLC Indianapolis IN 4860 W 56th St,dwayne.burnett@jpmorgan.com,,Salesforce
145392,,Rodger Stanfield,,[[Unknown]],stanfieldr@comcast.net,,Initial Salesforce Import
11030852,Inactive Investor,Bijan Mohseni,,"Raymond James Financial Services, Inc. Tampa FL 5383 Primrose Lake Cir",bijan.mohseni@raymondjames.com,,Salesforce
10756191,Inactive Investor,Scott Lalli,Portfolio Management Associate,Morgan Stanley New York NY 399 Park Ave,scott.lalli@morganstanley.com,,Salesforce
11034116,Inactive Investor,Sanjeev Sunder,Investment Advisor,Fisher Investments,,,Salesforce
10922694,Inactive Investor,Tyler Lyon,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9596889,,Sillawat Leelas,,,flamezaxaou1@gmail.com,,List import
10964328,Inactive Investor,Ryan Brackett,,Vanguard Marketing Corporation,ryan_brackett@vanguard.com,,Salesforce
11147630,Inactive Investor,Donna Andersen,Senior Client Relationship Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",donna.andersen@raymondjames.com,,Salesforce
11184338,Inactive Investor,Vicki Wade,Market Developer,Thrivent Investment Management Inc. Johnston IA 5404 NW 88th St,vicki.wade@thrivent.com,,Salesforce
11050225,Inactive Investor,Edward Balfour,Vice President,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",ted.balfour@equitable.com,,Salesforce
11013301,Inactive Investor,Benjamin Zack,,"Osaic FA, Inc. Melville NY 225 Broadhollow Rd",benjamin.zack@lfg.com,,Salesforce
11035367,Inactive Investor,Richard Ray,Financial Advisor,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,rick_ray@glic.com,,Salesforce
11048510,Inactive Investor,James Kornreich,,"M Holdings Securities, Inc. New York NY 350 Madison Ave",james.kornreich@mfin.com,,Salesforce
11077418,Inactive Investor,Edward Walter,Financial Advisor,LPL Financial LLC Roswell GA 7313 Saint Charles Sq,edward.walter@lpl.com,,Salesforce
9595731,,Ron Sharpe,,,ronsharpe338@yahoo.com,,List import
9602469,,Fredrick Wiener,,,fpwiener@aol.com,,List import
9639607,,Bud Pellecchia,,,pellecchia@callan.com,,List import
11000123,Inactive Investor,Jay Ditty,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11133845,Inactive Investor,Brenda Kitto,Assistant Branch Manager;Associate Financial Advisor;Portfolio Manager,D.A. Davidson & Co. Bozeman MT 1101 E Main St,bkitto@dadco.com,,Salesforce
10842979,Inactive Investor,Kirby Ott,Managing Member;Partner,Matter Family Office,kott@matterfamilyoffice.com,,Salesforce
11054897,Inactive Investor,Paul Cilien,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,paulecilien@primerica.com,,Salesforce
10596905,,John Cox,,,john.cox@waverly-advisors.com,,Web Form Fillout
9551976,,Nicole Brandon,,,nbrandon@kingfishercapital.com,,List import
11199336,Inactive Investor,Nicholas Rebman,Financial Advisor,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",nicholas.rebman@prudential.com,,Salesforce
426,,,,,yoblob@jubiimail.dk,,
10868020,Inactive Investor,Christine Harrell,Financial Advisor,Edward Jones Kernersville NC 424 W Mountain St,christine.harrell@edwardjones.com,,Salesforce
9578578,,Andrew Hass,,,andrew.hass@rfandl.com,,List import
10802318,Inactive Investor,Tiffany Timar,Portfolio Associate;Registered Associate,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,tiffany.timar@morganstanley.com,,Salesforce
10803174,Inactive Investor,Melissa Ruiz,Investment Center Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",melissa.j.ruiz@ml.com,,Salesforce
11081451,Inactive Investor,Joshua Buchanan,,Vanguard Marketing Corporation,joshua_buchanan@vanguard.com,,Salesforce
10960555,Inactive Investor,Clarissa Felix,,"Wells Fargo Clearing Services, LLC Easton PA 2501 Northampton St",clarissa.felix@wellsfargo.com,,Salesforce
151970,,Markus Schneider,,[Unknown],markus@schneiderundco.de,,
339421,,Pei Chen,,Digital Asset,pei.chen@digitalasset.com,,Other
9633358,,marco mohajer,,,mohajer15@cox.net,,List import
10616745,,Michael Kwiatkowski,,,michael.kwiatkowski@lpl.com,,List Import
11140035,Inactive Investor,Bradley Baker,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
10854641,Inactive Investor,Gregory Martin,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,gregory.martin@fidelity.com,,Salesforce
10777401,Inactive Investor,Leroy Rachlin,Branch Manager;Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Toms River NJ 780 Rte 37 W,rrachlin@janney.com,,Salesforce
232931,, -,,[[Unknown]],nicksakers@hotmail.com,,
9573093,,Scot Pasquale,,,spasquale@marathonfund.com,,List import
11153897,Inactive Investor,Reno Tusing,Supervisory Officer,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,reno.tusing@jpmorgan.com,,Salesforce
9628127,,Christine Lee,,,christine.lee@oneriveram.com,,List import
10845763,Inactive Investor,Scott Richer,,Morgan Stanley Boston MA 1 Post Office Sq,scott.richer@morganstanley.com,,Salesforce
10844494,Inactive Investor,Marlyn Jones,,"Equitable Advisors, LLC Midlothian VA 14406 Sommerville Ct",marlyn.jones@equitable.com,,Salesforce
10878941,Inactive Investor,David Brown,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,david.brownpi@fmr.com,,Salesforce
11004258,Inactive Investor,Kathleen Webster-Maloney,,PFS Investments Inc. Redlands CA 721 Nevada St,kwebster.62bpw@primerica.com,,Salesforce
10783484,Inactive Investor,Carl Hartman,Financial Wellness Life Coach;Principal;Senior Investment Officer;Senior Vice President,"DiNuzzo Private Wealth, Inc.",chartman@dinuzzo.com,,Salesforce
10811490,Inactive Investor,Christine Ing,,"Wells Fargo Clearing Services, LLC Cupertino CA 10260 S De Anza Blvd",christine.ing@wellsfargoadvisors.com,,Salesforce
11054601,Inactive Investor,Michael Hipson,,"Ameritas Investment Company, LLC Houston TX 2000 S Dairy Ashford Rd",mhipson@ameritas.com,,Salesforce
9603579,,barry charles,,,brccpa@aol.com,,List import
11024050,Inactive Investor,Mary Galle,,"ValMark Securities, Inc. Madison WI 629 Gately Ter",,,Salesforce
11128013,Inactive Investor,Michael Spagnuola,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",,,Salesforce
10996452,Inactive Investor,Alfonso Aguilar,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
9575514,,Eric Randolph,,,eric@hopwoodfinancial.com,,List import
9551555,,Bruce Corsaro,,,bruce.corsaro@53.com,,List import
11065615,Inactive Investor,Sergio Flores,,"MML Investors Services, LLC",,,Salesforce
11051544,Inactive Investor,Kaye Haverstock,Senior Wealth Advisor,Exencial Wealth Advisors Huntersville NC 13801 Reese Blvd W,khaverstock@exencialwealth.com,,Salesforce
10941070,Inactive Investor,Jessica Williams,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
189030,,Ali Bitaraf,,[Unknown],ali.bitaraf65@gmail.com,,source
349371,,Andrew Wang,"Chief Compliance Officer, Senior Vice President",Runnymede Capital Management Inc,awang@runnymede.com,973-267-6886,Manual List Upload
238766,,myles@bhfg.com.au Baron-Hay,,[Unknown],myles@bhfg.com.au,,
10806327,Inactive Investor,Edward Sullivan,Founding Partner;Managing Member;Managing Partner;President,"SeaCrest Wealth Management, LLC",esullivan@seacrestwm.com,,Salesforce
10994318,Inactive Investor,John Haskins,,"Citizens Securities, Inc. Northfield OH 10300 Northfield Rd",,,Salesforce
10859200,Inactive Investor,Ryan Genzman,Co-Owner;Managing Member;Vice President,"GR Financial Group, LLC",ryan.genzman@gr-financialgroup.com,,Salesforce
11202339,Inactive Investor,Frederick Geibel,,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,fritz.geibel@ubs.com,,Salesforce
10829223,Inactive Investor,Jon Hanson,Financial Advisor;Senior Vice President,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,,,Salesforce
11047528,Inactive Investor,Henry Koehne,,Cetera Advisor Networks LLC Green Bay WI 2140 Velp Ave,,,Salesforce
10892111,Inactive Investor,Laura Mukosiej,Financial Advisor,Edward Jones Hendersonville NC 1507 Haywood Rd,laura.crago@edwardjones.com,,Salesforce
79497,,Jason Uetrecht,Wealth Management Partner,RubinBrown Advisors LLC,jason.uetrecht@rubinbrown.com,314-290-3283,
9564294,,Ann Mannion,,,annmariemannion@pershing.com,,List import
332693,,Michael Schwoerer,,TBD,mschwoerer7@gmail.com,9209732121,
11133718,Inactive Investor,Leonel Rodriguez,,PFS Investments Inc. Pearland TX 1506 Broadway St,,,Salesforce
10990064,Inactive Investor,Thomas Knowlton,,Southstate|DuncanWilliams Securities Corp.,,,Salesforce
10510521,,Kent Mann,Internal Sales Consultant,Vanguard,kent_mann@vanguard.com,,List Import
11171028,Inactive Investor,Katherine Downing,,"Regulus Financial Group, LLC Rockford IL 1617 Temple Ln",,,Salesforce
10975184,Inactive Investor,Tyler Munro,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",tyler.munr0@prudential.com,,Salesforce
9617325,,William Douglass,,,corky@askcorky.com,,List import
11041886,Inactive Investor,Philip Barth,,"Voya Financial Advisors, Inc. Milwaukee WI 10700 W Research Dr",philip.barth@voyafa.com,,Salesforce
11034605,Inactive Investor,Timothy Over,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
9626799,,Dayshawn Thorpe,,,dayshawnthorpe@gmail.com,,List import
10976146,Inactive Investor,Steven Bentley,,LPL Financial LLC Silverdale WA 10705 Silverdale Way NW,steven.bentley@lpl.com,,Salesforce
10767533,Inactive Investor,Gary Pluchino,Financial Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",gary.pluchino@nm.com,,Salesforce
352228,,Jared Reyes,Vice President,Trive Capital Management Llc,jaredreyes@trivecapital.com,214-499-9715,Manual List Upload
9599800,,Anthony Watson,,,tonywatson18@hotmail.com,,List import
9593871,,Kimberly Lewis,,,kimberly.lewis@signaturefamilywealth.com,,List import
9554433,,Walter Musumeci,,,walter@centennialsec.com,,List import
10909042,Inactive Investor,Jason Cole,Chief Compliance Officer;Member,"Full Court Strategic Wealth, LLC",jcole@fullcourtstrategicwealth.com,,Salesforce
9547632,,Travis Sylvester,,,travis.sylvester@fmr.com,,List import
11134769,Inactive Investor,Adam Smith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,adam.smith@fidelity.com,,Salesforce
9586588,,LYNN YONG,,,yal_9@hotmail.com,,List import
11176316,Inactive Investor,Mylene Grossnickle,,"U.S. Bancorp Advisors, LLC",mylene.grossnickle@unionbank.com,,Salesforce
11110116,Inactive Investor,Jody Howard,Financial Advisor,ORG Partners Greenville SC 770 Pelham Rd,jody.howard@orgpag.com,,Salesforce
10940404,Inactive Investor,Barbara Groshon,Private Client Banker,J.P. Morgan Securities LLC Northbrook IL 2801 Dundee Rd,barbara.groshon@chase.com,,Salesforce
11254318,Inactive Investor,Grant Van Winkle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grove City OH 2336 Stringtown Rd",,,Salesforce
11184777,Inactive Investor,John Rutherford,,"Wells Fargo Clearing Services, LLC Washington DC 1300 I St NW",,,Salesforce
10925428,Inactive Investor,Michelle Hall,,"Farmers Financial Solutions, LLC North Aurora IL 14 S Lincolnway",mlemrise@farmersagent.com,,Salesforce
9614138,,Josh Romportl,,,rompo007@umn.edu,,List import
11165245,Inactive Investor,Samantha Foglia,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",samantha.foglia@ml.com,,Salesforce
11204193,Inactive Investor,Gia Bonavilla,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
9632901,,Markus Nottelmann,,,markus@nottelmannpartners.com,,List import
10955767,Inactive Investor,Antoine Harris,,"Osaic Wealth, Inc. Indianapolis IN 6201 N Park Ave",,,Salesforce
11061056,Inactive Investor,John Brosnan,,LPL Financial LLC Providence RI 42 Weybosset St,john.brosnan@lpl.com,,Salesforce
10805030,Inactive Investor,Richard Russell,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 1880 Tice Valley Blvd",rick.russell@wellsfargoadvisors.com,,Salesforce
11234962,Inactive Investor,David Raney,Financial Advisor,Empirical Wealth Management Fort Worth TX 420 Throckmorton St,,,Salesforce
10760579,Inactive Investor,William Richardson,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Spring TX 1599 Lake Robbins Dr",bill.richardson@schwab.com,,Salesforce
11043669,Inactive Investor,Marvin Gomez,,J.P. Morgan Securities LLC Grand Prairie TX 3980 S Carrier Pkwy,marvin.gomez@jpmorgan.com,,Salesforce
9609946,,Milon Robinson,,,moneymoe36@hotmail.com,,List import
10917358,Inactive Investor,Christiane McNamara,Assistant Treasurer;Corporate Secretary;Vice President,"Dudley & Shanley, Inc.",,,Salesforce
206064,,JACK MATTHEWS,,Self,jdmatthews1968@live.com,17703103615,Organic Search
11091410,Inactive Investor,David Herrell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10818046,Inactive Investor,Douglas Prince,Chief Executive Officer;Chief Investment Officer;Principal;Regulatory Contact;Retirement Plan Advisor,MJ Retirement,dprince@procourseadv.com,,Salesforce
220479,,Allen Schiefelbein,Financial Advisor,"MML Investors Services, LLC",aschiefelbein@massmutual.com,312-356-3124,
11062166,Inactive Investor,Anne Vliegenthart,,"Raymond James Financial Services, Inc. Vero Beach FL 623 17th St",annie.vliegenthart@raymondjames.com,,Salesforce
11114032,Inactive Investor,Brandon Sisco,,"Farmers Financial Solutions, LLC Richmond TX 4130 FM 762 Rd",bsisco@farmersagent.com,,Salesforce
11135432,Inactive Investor,Richard Law,,Goldman Sachs & Co.,,,Salesforce
10815239,Inactive Investor,Donna Loeffler,Financial Advisor,Edward Jones Rochester MN 275 37th St NE,donna.loeffler@edwardjones.com,,Salesforce
9561120,,Sean Malloy,,,smalloy08@gmail.com,,List import
11084646,Inactive Investor,David Frederickson,,State Farm VP Management Corp. Chicago IL 6255 N Clark St,dave.frederickson.g5p4@statefarm.com,,Salesforce
11220301,,Lee Musser,,,lmusser@arvest.com,,Other
10891135,Inactive Investor,Tyler Simonds,Financial Advisor,Edward Jones Elkton MD 221 E Main St,tyler.simonds@edwardjones.com,,Salesforce
10918035,Inactive Investor,Brennan Vitali,Financial Planner,Commonwealth Financial Network Lacey WA 3663 College St SE,bvitali@commonwealth.com,,Salesforce
10876056,Inactive Investor,Taylor Mailloux,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9628846,,Bo Li,,,136679518@qq.com,,List import
11151447,Inactive Investor,Dennis Rife,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11019226,Inactive Investor,Jared Macfarland,Retirement Plan Specialist,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",jared.macfarland@nm.com,,Salesforce
11159927,Inactive Investor,David Brown,Chief Compliance Officer;Founder;Principal,"D.S. Brown Wealth Advisors, LLC",stephen@dsbrownwealth.com,,Salesforce
11238381,Inactive Investor,Nick Jahn,,"Sageview Advisory Group, LLC",njahn@sageviewadvisory.com,,Salesforce
11015989,Inactive Investor,Deanna Schoewe,,LPL Financial LLC Schaumburg IL 590 S Roselle Rd,deanna.schoewe@lpl.com,,Salesforce
9616783,,Jake Larger,,,jlarger25@gmail.com,,List import
10969928,Inactive Investor,Jeffrey Maness,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",jeffrey.maness@nm.com,,Salesforce
10916639,Inactive Investor,Joseph Berry,Member,"Twin City Private Wealth, LLC",joe@twincitywealth.com,,Salesforce
10644429,,John Greene,,,johnhgreene@financialguide.com,,List Import
11175965,Inactive Investor,Thomas Bjerke,Financial Advisor;Lead Financial Consultant,Thrivent Investment Management Inc. Caledonia MN 114 S Kingston St,tom.bjerke@thrivent.com,,Salesforce
11096553,Inactive Investor,Samuel Perry,,Money Concepts Capital Corp Saint Peters MO 5600 Mexico Rd,sperry@moneyconcepts.com,,Salesforce
11221954,,Edward Silbert,,,esilbert@wealthenhancement.com,,List Import
9543642,,Muhammad Waleed,,,rajawaleed916@gmail.com,,List import
11254011,Inactive Investor,Brandon Jensen,,Edward Jones Rock Valley IA 1319 10th St,,,Salesforce
9578049,,William Darling,,,bill_darling@icloud.com,,List import
10847015,Inactive Investor,James Gibbs,Regional Vice President,"Equitable Advisors, LLC Springfield IL 4341 Acer Grove Dr",,,Salesforce
11153265,Inactive Investor,Kevin Keller,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10906416,Inactive Investor,Kelli Phifer,Financial Advisor,LPL Financial LLC Wheatland WY 1555 Mason St,kelli.phifer@lpl.com,,Salesforce
11130867,Inactive Investor,Todd Brown,Financial Advisor;Member;Principal,PEB Capital Management LLC,,,Salesforce
11027735,Inactive Investor,Paola Romero,,J.P. Morgan Securities LLC Perth Amboy NJ 130 Smith St,paola.romero@jpmorgan.com,,Salesforce
10617344,,Gina Eanes,,,gina.eanes@prudential.com,,List Import
11059245,Inactive Investor,Ruben Arias,,Citigroup Global Markets Inc.,,,Salesforce
11203765,Inactive Investor,Christopher Blegen,,"Packerland Brokerage Services, Inc. Coon Valley WI W2795 Kriebich Coulee Rd",christopher_blegen@packerlandbrokerage.com,,Salesforce
241529,Inactive Investor,Andreane Bolduc,,Heritage Financial Services,abolduc@heritagefinancial.net,(781) 255-0214,Database Upload
55628,,Michael Smith,,United States,smit689@usc.edu,,Paid Social
11003724,Inactive Investor,Noah Mosqueda,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9595039,,Keegan Toci,,,keegan.toci@gmail.com,,List import
10596501,,C Y,,,cqy202@yahoo.com,,Web Form Fillout
10852532,Inactive Investor,Travis Hart,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,travis_hart@glic.com,,Salesforce
10842180,Inactive Investor,David Baum,Financial Advisor,Edward Jones Brooklyn NY 456 5th Ave,david.baum@edwardjones.com,,Salesforce
11012067,Inactive Investor,Chris Ting,,"Pruco Securities, LLC. Los Angeles CA 3530 Wilshire Blvd",chris.ting@prudential.com,,Salesforce
1003642,Inactive Investor,Nori Welles-Gertz,,ParkerGale,eleanor@parkergale.com,,3rd Party Lead Gen
218572,,Selahattin Albayrak,,[Unknown],selo_albayrak@hotmail.com,,Direct
10791314,Inactive Investor,Derek Smith,,"Truist Investment Services, Inc. Washington DC 1445 New York Ave NW",derek.c.smith@truist.com,,Salesforce
22497,,Nancy Prial,Co-CEO & Managing Member,"Essex Investment Management Company, Llc",nprial@essexinvest.com,1-847-563-5610,Manual List Upload
10830167,Inactive Investor,Michael Pain,,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",michael.pain@wfadvisors.com,,Salesforce
10938890,Inactive Investor,Gunther Bron,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,gunther.bron@fmr.com,,Salesforce
10980651,Inactive Investor,Joseph Staples,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",,,Salesforce
10842480,Inactive Investor,Carolyn Washington,,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,carolyn.stinsonwashington@primerica.com,,Salesforce
177792,,Sy Foguel,CEO and President,[Unknown],sfoguel@guard.com, +1 570 825 9900,Database Upload
10865123,Inactive Investor,Michael Pace,,"Farmers Financial Solutions, LLC Longview TX 413 Gilmer Rd",mpace@farmersagent.com,,Salesforce
10618177,,Jennifer Rosenblum,,,jrosenblum@mesirowfinancial.com,,List import
10608830,,Michael Bodley,,,michaelbodley@unchainedcrypto.com,,Web Form Fillout
10879991,Inactive Investor,Patrick Baker,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,patrick.j.baker@jpmorgan.com,,Salesforce
10929887,Inactive Investor,Michael Perkins,Member;Senior Wealth Planner,"Ridgeline Wealth Advisors, LLC.",michael@ridgelinewealthadvisors.com,,Salesforce
10456410,,William Ogden Moore,,Grayscale,moore@grayscale.com,,List Import
11065419,Inactive Investor,Brendan Maloy,Financial Advisor,Commonwealth Financial Network Danvers MA 150A Andover St,bmaloy@commonwealth.com,,Salesforce
11203244,Inactive Investor,Young Park,,"RBC Capital Markets, LLC",,,Salesforce
10811769,Inactive Investor,Arlin Bornschlegl,Financial Consultant,Thrivent Investment Management Inc. Rochester MN 975 34th Ave NW,arlin.bornschlegl@thrivent.com,,Salesforce
337662,,Stanley Pyndus,"Founding Partner, Partner",Shade Tree Partners LLC,spyndus@shadetreeia.com,972-528-4439,Manual List Upload
11222352,,Max Feller,,,mfeller@invp.com,,List Import
10806765,Inactive Investor,Jens Spitta,,"Quincy Cass Associates, Incorporated",jenss@quincycass.com,,Salesforce
10821262,Inactive Investor,Eric Holbrook,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Logan UT 1047 S 100 W,eholbrook@dadco.com,,Salesforce
10819575,Inactive Investor,Brea Hutchinson,Financial Advisor,LPL Financial LLC West Warwick RI 1300 Division Rd,brea.hutchinson@lpl.com,,Salesforce
10835324,Inactive Investor,Ronald Ventura,Advisor;Managing Director,Rockefeller Financial LLC Chicago IL 227 W Monroe St,rventura@rockco.com,,Salesforce
11178488,Inactive Investor,Bruce Newell,Investment Advisor,Commonwealth Financial Network Xenia OH 260 N Detroit St,bnewell@commonwealth.com,,Salesforce
10932153,Inactive Investor,Alejandro Jerez,Financial Planner,"Osaic FA, Inc. Miami FL 9100 S Dadeland Blvd",alejandro.jerez@lfg.com,,Salesforce
11164554,Inactive Investor,George Menclewicz,,"Allstate Financial Services, LLC Rancho Santa Margarita CA 22342 Avenida Empresa",georgemenclewicz@allstate.com,,Salesforce
11073158,Inactive Investor,Jerry Madrid,Chief Compliance Officer;Chief Executive Officer;Financial Advisor,Madrid Retirement Advisors,,,Salesforce
10803824,Inactive Investor,Rodney Little,,Cetera Investment Services LLC Madison MS 1050 Hwy 51,,,Salesforce
64846,,Debra Hamilton,,"Securities America Advisors, Inc.",debra.hamilton@securitiesamerica.com,217-277-0159,
11164219,Inactive Investor,Nicholas Ingram,Financial Advisor,LPL Financial LLC Virginia Beach VA 4460 Corporation Ln,nick.ingram@lpl.com,,Salesforce
10865389,Inactive Investor,Donald Miller,,"IFP Securities, LLC Holmes Beach FL Private Residence",dmiller@scfsecurities.com,,Salesforce
341938,,Paul Swanson,"Partner, member","Hpe Capital Management Ii, Llc",pswanson@hauserprivateequity.com,513-745-9200,Manual List Upload
9558143,,Jonathan Weintraub,,,jonathan.weintraub@gmail.com,,List import
11005705,Inactive Investor,Michael Bonilla,,J.P. Morgan Securities LLC Houston TX 5510 Memorial Dr,,,Salesforce
9553810,,Kurt Oswald,,,kurt.oswald@lfg.com,,List import
10850910,Inactive Investor,Samuel Hawtree,Chief Compliance Officer;Member,"Hawtree Advisory Group, LLC",sam@hawtreegroup.com,,Salesforce
9628298,,Keaton Zavis,,,kzavis@commonwealth.com,,List import
11116139,Inactive Investor,Erica Palmer,Private Banker,Citigroup Global Markets Inc.,,,Salesforce
10784873,Inactive Investor,Therese Cleary-Whiting,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",therese.clearywhiting@schwab.com,,Salesforce
10941032,Inactive Investor,Ryan Mcdonald,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10965301,Inactive Investor,Christopher Wilson,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,,,Salesforce
11103457,Inactive Investor,Guy Annamanthodo,Chief Compliance Officer;President;Senior Portfolio Manager,"Miller, Fleming & Associates",,,Salesforce
91419,,Howard Stolzer,Member,Stolzer Rothschild Levy Llc,hstolzer@srlam.com,732-481-2200,Manual List Upload
11079949,Inactive Investor,Steven Salovitch,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,steven.salovitch@fmr.com,,Salesforce
11122151,Inactive Investor,Robert Waldbauer,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,tad.waldbauer@jpmorgan.com,,Salesforce
11039741,Inactive Investor,Andrew Pansa,,Robert W. Baird & Co. Incorporated,apansa@rwbaird.com,,Salesforce
10972933,Inactive Investor,Richard Joseph,,PFS Investments Inc. Hollywood FL 9050 Pines Blvd,richard.joseph@primerica.com,,Salesforce
10801845,Inactive Investor,David Broughton,Financial Advisor,Edward Jones Barbourville KY 111 Union St,eli.broughton@edwardjones.com,,Salesforce
10757497,Inactive Investor,William Jones,Financial Advisor;First Vice President,Morgan Stanley Coeur D Alene ID 2377 E Packsaddle Dr,william.jones@morganstanley.com,,Salesforce
9607255,,Giuseppe Salvato,,,gs@foodchainsolutions.io,,List import
9599878,,Jacqueline Martin,,,jsmartin@palladiumllc.com,,List import
10603697,,Philip Berney,"Chairman, Co-Chief Executive Officer, Investment Partner, Limited Partner, Managing Director","Kelso & Company, L.P.",pberney@kelso.com,,List import
10780691,Inactive Investor,Jonathan Greene,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",jonathan.greene1@schwab.com,,Salesforce
11128727,Inactive Investor,Julie Drake,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",julie.l.drake@wellsfargoadvisors.com,,Salesforce
10613942,,Donovan Mannato,"Financial Advisor, Managing Director - Investments",,donovan.mannato@wellsfargoadvisors.com,,List Import
11193569,Inactive Investor,Sandra Chase,,"Wells Fargo Clearing Services, LLC Onalaska WI 591 Theater Rd",sandra.chase@wellsfargo.com,,Salesforce
11136519,Inactive Investor,James Gower,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
333205,,Unknown Unknown,,Fulton Bank,jtaylor@fult.com,,Manual List Upload
11071740,Inactive Investor,James Grove,Financial Advisor,"Ameriprise Financial Services, LLC Forest MS Private Residence",jim.grove@ampf.com,,Salesforce
10976680,Inactive Investor,Gino Mattunts,,"Allstate Financial Services, LLC Burbank CA 401 S Glenoaks Blvd",ginomattunts@allstate.com,,Salesforce
11172860,Inactive Investor,Lyn Hulce,Client Associate,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",lyn.slone@wellsfargoadvisors.com,,Salesforce
11230248,Inactive Investor,Rogerio Soares,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,rsoares@ft.newyorklife.com,,Salesforce
9627227,,Wesley Williams,,,weswilliamsesq@gmail.com,,List import
11158957,Inactive Investor,Nicholas Ruiz,,LPL Financial LLC Kingsburg CA 1440 Draper St,nicholas.ruiz@ampf.com,,Salesforce
10895356,Inactive Investor,Terin James,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11173985,Inactive Investor,James Shamoun,Financial Advisor,"Ameriprise Financial Services, LLC Cordova TN 138 Timber Creek Dr",james.g.shamoun@ampf.com,,Salesforce
9628154,,Cheryl; Giustiniano,,,cheryl.giustiniano@raymondjames.com,,List import
10761077,Inactive Investor,Eleni Mavromati,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",eleni_mavromati@ml.com,,Salesforce
11174386,Inactive Investor,Cindy Scott,Senior Financial Planner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",cindy.scott@schwab.com,,Salesforce
11219190,,Aaron Miller,,,aaron@scharfinvestments.com,,Other
10860336,Inactive Investor,T. Robertson,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",calloway.robertson@ml.com,,Salesforce
11153072,Inactive Investor,Merillyn Caracciolo,Director;Supervisory Officer,UBS Financial Services Inc. New York NY 299 Park Ave,merillyn.caracciolo@ubs.com,,Salesforce
7153459,,Sonika Joon,,,joon.sonika@gmail.com,,Web Form Fillout
11260600,Inactive Investor,Louise Ozolins,Financial Advisor,&Partners Lake Forest IL 100 N Field Dr,,,Salesforce
11015149,Inactive Investor,Daniella Bueno Do Prado,,Bradesco Investments Inc.,,,Salesforce
11088379,Inactive Investor,Susan Sanders,Financial Advisor,Edward Jones Port Angeles WA 802 E 1st St,susie.sanders@edwardjones.com,,Salesforce
11160845,Inactive Investor,Steven Tye,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,steven.tye@fidelity.com,,Salesforce
11198500,Inactive Investor,Sarah Vito,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10862316,Inactive Investor,Robert Bowerman,Wealth Advisor,TLWM Financial,robert@tlwmfinancial.com,,Salesforce
10850169,Inactive Investor,George Tarwater,,"Valley Wealth Strategies, LLC Yuba City CA 2036 Cartagena Dr",gtarwater@zukfinancial.com,,Salesforce
11020295,Inactive Investor,Jeffrey Benson,Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",jeffreybenson@financialguide.com,,Salesforce
11071925,Inactive Investor,Brenna D'Amico,,J.P. Morgan Securities LLC Lexington KY 201 E Main St,brenna.d-amico@jpmorgan.com,,Salesforce
11201869,Inactive Investor,Ladawn Coburn,,Key Investment Services LLC,ladawn.coburn@key.com,,Salesforce
10939770,Inactive Investor,Barrington Mcfarlane,Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,,,Salesforce
11140610,Inactive Investor,Corey Baney,Financial Advisor,Edward Jones Claremore OK 300 S Lynn Riggs Blvd,corey.baney@edwardjones.com,,Salesforce
10889615,Inactive Investor,Mary Kathleen Hacker,Financial Advisor,Edward Jones Farmville VA 1427 S Main St,marykay.hacker@edwardjones.com,,Salesforce
10574354,,ASHIF BILLAH AKIB,,,gateway.money2017@gmail.com,,Web Form Fillout
10998327,Inactive Investor,Andrew Lai,,J.P. Morgan Securities LLC Santa Clara CA 3495 El Camino Real,andrew.lai@jpmorgan.com,,Salesforce
11162998,Inactive Investor,Ryan Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",ryanpjohnson@wellsfargo.com,,Salesforce
11216992,,Jason Pratt,,,jason.pratt@nb.com,,Other
4734561,,Yair Pina,,,yair.pina@outlook.co.il,,Web Form Fillout
10510062,,Erick Mejia,Managing Partner,Bolton Global,erick@mejiacap.com,,List Import
242104,,Melanie Warner,Head of Business Strategy and Business Development,UBS,melanie.warner@ubs.com,,Event
9628085,,Stephanie Hurley,,Grayscale,Stephanie@grayscale.com,,List import
10832459,Inactive Investor,David Vanhorn,,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 94 Academy St",tony.vanhorn@wfafinet.com,,Salesforce
9619988,,Pedro Waite,,,pedrowaite@gmail.com,,List import
10760629,Inactive Investor,Shane Morden,,Stephens,smorden@stephens.com,,Salesforce
10834928,Inactive Investor,Nancy Mercado,Chief Compliance Officer;Partner,"Altus Wealth Group, LLC",nancy@altuswealthgroup.com,,Salesforce
10883576,Inactive Investor,Thomas Fox,,"Cadaret, Grant & Co., Inc. Depew NY 2301 George Urban Blvd",tfox@cadaretgrant.com,,Salesforce
11084902,Inactive Investor,Christopher Miller,,"RBC Capital Markets, LLC",christopher.miller@rbc.com,,Salesforce
10933477,Inactive Investor,Grace Campbell,,"Transamerica Financial Advisors, Inc San Diego CA 16870 W Bernardo Dr",grace.campbell@tfaconnect.com,,Salesforce
10975799,Inactive Investor,Shirley Wong,,Emerson Equity LLC,swong@emersonequity.com,,Salesforce
11192324,Inactive Investor,David Strohecker,Analyst;Chief Executive Officer;Portfolio Manager;President,D2 Capital Management,dave@d2-cm.com,,Salesforce
11173707,Inactive Investor,Kelley Brede,,J.P. Morgan Securities LLC Clarkston MI 5541 Sashabaw Rd,kelley.l.brede@jpmorgan.com,,Salesforce
9543029,,Janie Fried,,,janie.fried@gmail.com,,List import
10767569,Inactive Investor,Brenda Duggan,,"Wells Fargo Clearing Services, LLC Norwell MA 91 Longwater Cir",,,Salesforce
10753428,Inactive Investor,Joseph De Falco,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",joseph.defalco@wellsfargoadvisors.com,,Salesforce
11154082,Inactive Investor,Frank Devito,Associate,Edward Jones Sacramento CA 601 University Ave,,,Salesforce
11167553,Inactive Investor,Eric Singer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,,,Salesforce
10752809,Inactive Investor,Scott Poland,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC El Cerrito CA 9800 San Pablo Ave",scott.l.poland@wellsfargo.com,,Salesforce
11062337,Inactive Investor,Angela Cox,Chief Compliance Officer;Client Service Manager,W Advisors LLC Memphis TN 1715 Aaron Brenner Dr,angela@wadvisorsllc.com,,Salesforce
10819825,Inactive Investor,James Havrilak,,Morgan Stanley Alpharetta GA 3 Edison Dr,james.havrilak@morganstanley.com,,Salesforce
11115207,Inactive Investor,Frank Picarelli,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",frank.picarelli@wellsfargoadvisors.com,,Salesforce
10513376,,Adenoyin Haruna,,,adedon04@gmail.com,,Web Form Fillout
8088189,,Loyiso Booi,,Zcash,loyisobooi99@gmail.com,0786187216,Web form fillout
11133270,Inactive Investor,Daniel Pollack,Private Client Advisor;Vice President,J.P. Morgan Securities LLC San Francisco CA 700 Market St,daniel.d.pollack@jpmorgan.com,,Salesforce
11229835,Inactive Investor,Cole Drahus,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",,,Salesforce
11229350,Inactive Investor,Albert Carr,,"Principal Securities, Inc.",carr.albert@principal.com,,Salesforce
9624442,,Armand Zohari,,,armandzohari18@gmail.com,,List import
11179133,Inactive Investor,Michael Faulhaber,Managing Director,"Equity Services, Inc. Chicago IL 1 N Franklin St",,,Salesforce
248977,,Nicholas Moore,Team Lead,Cloudflare,nemoore10@gmail.com,,Manual List Upload
10944520,Inactive Investor,Christopher Criddle,,Country Capital Management Company Byron IL 103 Grant St,chris.criddle@countryfinancial.com,,Salesforce
11236442,Inactive Investor,Matthew Stankus,Associate Financial Advisor,Simmons Capital Group,mstankus@simmonscapitalgroup.com,,Salesforce
343681,,Bobby Asher,Investment Research Associate,"The Northstar Group, Inc.",robert@thenorthstargroupinc.com,212-883-9595,Manual List Upload
7738369,,zvonko ?oki?,,,zvonko.sokic@gmail.com,,Web Form Fillout
10807679,Inactive Investor,Andrew Wulf,Client Specialist,Robert W. Baird & Co. Incorporated,awulf@rwbaird.com,,Salesforce
11180425,Inactive Investor,Dennis Bledsoe,,"OneAmerica Securities, Inc. Midvale UT 1225 E Fort Union Blvd",,,Salesforce
11090003,Inactive Investor,Theresa Fette,Chief Executive Officer,"WAO Advisory, LLC",,,Salesforce
9557530,,Jon Burklow,,,jonathan.burklow@suntrust.com,,List import
10992717,Inactive Investor,Martin Francis,,J.P. Morgan Securities LLC Atlanta GA 1115 Howell Mill Rd NW,martin.francis@jpmorgan.com,,Salesforce
10614689,,Brian Fishlinger,Financial Advisor,,brian.fishlinger@morganstanley.com,,List Import
10830421,Inactive Investor,Shannon Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2501 N Oak St",,,Salesforce
11080537,Inactive Investor,Jason Doolittle,,J.P. Morgan Securities LLC Fishkill NY 15 Merritt Blvd,jason.doolittle@chase.com,,Salesforce
10762094,Inactive Investor,Richard Kleber,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 6868 France Ave S",rich_kleber@ml.com,,Salesforce
10971879,Inactive Investor,Peter Quoie,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Paramus NJ 36 E Midland Ave,peter.quoie@jpmorgan.com,,Salesforce
10868823,Inactive Investor,Kelly Mather,,PFS Investments Inc. Logan UT 550 N Main St,kelly.mather@primerica.com,,Salesforce
10759183,Inactive Investor,Walter York,,Goldman Sachs & Co.,w.york@gs.com,,Salesforce
11084791,Inactive Investor,Bryan Gurss,,PlanMember Securities Corporation Kansas City MO 3130 Broadway St,,,Salesforce
10950935,Inactive Investor,Myles Dubois,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11228883,Inactive Investor,Ryan Mcmanus,,J.P. Morgan Securities LLC Monsey NY 410 Rte 59,,,Salesforce
11219488,,Scott Thomas,,,sthomas@wasatchglobal.com,,Other
11025591,Inactive Investor,Raul Suarez,,J.P. Morgan Securities LLC Austin TX 5407 N Interregional Hwy,raul.suarez@jpmorgan.com,,Salesforce
10954170,Inactive Investor,Audrey Krause,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10868017,Inactive Investor,Peter Wright,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",peter.wright@equitable.com,,Salesforce
10778906,Inactive Investor,Judith Cunningham,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",judith.cunningham@stifel.com,,Salesforce
9626172,,Stoney Coleman,,,stoney@experigenics.com,,List import
11097267,Inactive Investor,Matthew Peterson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",mpeterson5@ml.com,,Salesforce
9610725,,ANDREW RIFKIN,,,tammon@sbcglobal.net,,List import
6536066,,MONIR HOSSAIN,,,monir556964@gmail.com,,Web Form Fillout
11120979,Inactive Investor,Justin Hackman,Paraplanner,"Ameriprise Financial Services, LLC Richardson TX 3610 Shire Blvd",justin.hackman@ampf.com,,Salesforce
9601690,,Thomas Meehan,,,tmeehanjr@gmail.com,,List import
11126380,Inactive Investor,Richard Hughes,,"Arlington Securities, Inc. Greenville SC 3453 Pelham Rd",,,Salesforce
9577169,,Brian Peterson,,,brianpeterson21@hotmail.com,,List import
11038417,Inactive Investor,Olivia Knapp,Financial Advisor,"Colleen Weber CPA, LLC Victoria MN Private Residence",olivia@colleenweber.com,,Salesforce
11104573,Inactive Investor,Gilbert Ulrich,Senior Wealth Advisor;Vice President,ARS Wealth Advisors,kurt.ulrich@arswealth.com,,Salesforce
11040813,Inactive Investor,Zachary Mitchell,,PFS Investments Inc. Lafayette LA 102 Asma Blvd,zacharyp.mitchell@primerica.com,,Salesforce
9552873,,Branislav Václav,,,branislav.vaclav@gmail.com,,List import
11089735,Inactive Investor,Laine Dickison,Investment Advisor,"Integrity Wealth Advisors, LLC",laine@wagnerfinancial.com,,Salesforce
348777,,Michael Goldman,"Executive Director, majority Shareholder",Gather Financial Planning,michael@goldmanfinancialplanning.com,207-781-3500,Manual List Upload
11035291,Inactive Investor,Frederick Webb,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,fwebb@primerica.com,,Salesforce
10882234,Inactive Investor,Andrew Ruzicka,,LPL Financial LLC Saint Louis MO 12935 N 40 Dr,andrew.ruzicka@lpl.com,,Salesforce
10860133,Inactive Investor,Brian Rados,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",brian.rados@nm.com,,Salesforce
10950427,Inactive Investor,Brian Cromer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.cromer@fidelity.com,,Salesforce
11201243,Inactive Investor,Bianca Cano,,PFS Investments Inc. Glendale AZ 17505 N 79th Ave,bcano@primerica.com,,Salesforce
11032260,Inactive Investor,John Schoff,Senior Vice President - Investments,"Raymond James & Associates, Inc. Wilmington DE 200 Bellevue Pkwy",john.schoff@raymondjames.com,,Salesforce
11143905,Inactive Investor,Jeffrey Vap,Financial Advisor,Edward Jones North Platte NE 311 N Bailey Ave,jeffrey.vap@edwardjones.com,,Salesforce
10863188,Inactive Investor,Scott Clarke,,"Cambridge Investment Research, Inc. Colleyville TX 4008 Gateway Dr",,,Salesforce
9613599,,Elias Simos,,,eliasimos@gmail.com,,List import
10775527,Inactive Investor,James Hayes,Financial Advisor,Edward Jones Clover SC 202 Church St,jim.hayes@edwardjones.com,,Salesforce
9631378,,Micha? Szachno,,,szachnom@gmail.com,,List import
9628445,,matteo carraro,,,matteo_carraro@yahoo.it,,List import
10999023,Inactive Investor,Stacey Washa,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
11202710,Inactive Investor,Lisa Koscielny,Relationship Manager,"Sageview Advisory Group, LLC Knoxville TN 3834 Sutherland Ave",lkoscielny@sageviewadvisory.com,,Salesforce
11174842,Inactive Investor,Omar Zaki,Financial Advisor,Edward Jones Northbrook IL 666 Dundee Rd,omar.zaki@edwardjones.com,,Salesforce
11007690,Inactive Investor,John Elder,,"The Leaders Group, Inc.",,,Salesforce
10966612,Inactive Investor,Lauren Meixel,Director - Operations;Wealth Advisor,"Beacon Pointe Advisors, LLC Newport Beach CA 610 Newport Center Dr",lmeixel@beaconpointe.com,,Salesforce
11071433,Inactive Investor,Chad Shuherk,Financial Advisor,PNC Investments Vandalia OH 706 W National Rd,chad.shuherk@pnc.com,,Salesforce
11044494,Inactive Investor,Corina Mills,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,corina.r.mills@jpmorgan.com,,Salesforce
333193,,Xiamin Huynh,,SCS Financial,xhuynh@scsfinancial.com,,Manual List Upload
10925289,Inactive Investor,Sharie Papush,,"RNR Securities, L.L.C. Deerfield Beach FL 245 NE 21st Ave",,,Salesforce
11212315,Inactive Investor,Evan Demicco,Portfolio Associate,Neuberger Berman BD LLC,evan.demicco@nb.com,,Salesforce
11161611,Inactive Investor,Yehuda Flohr,,Cetera Advisor Networks LLC Monroe NY 52 Bakertown Rd,flohry@ceteranetworks.com,,Salesforce
11108547,Inactive Investor,Anna Meliza,,Key Investment Services LLC Salem OR 416 State St,anna_t_meliza@kisinvestments.com,,Salesforce
10784229,Inactive Investor,Joann McIntyre,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10770586,Inactive Investor,Derek Vinge,Financial Advisor,Edward Jones Estes Park CO 501 Saint Vrain Ln,derek.vinge@edwardjones.com,,Salesforce
10531756,,joseph gualdoni,owner,jag sales,jagfl34@gmail.com,2395662030,List Import
144776,,Lester Jackson,,"Securities America Advisors, Inc.",lester.jackson@securitiesamerica.com,847-825-7770,
10789272,Inactive Investor,Peter Soliman,Chairman;Chief Compliance Officer;Member;President,"Second Line Capital, LLC",,,Salesforce
10967150,Inactive Investor,Sarah Lipking-Monard,,Cetera Investment Services LLC Meridian ID 3251 E Presidential Dr,,,Salesforce
11125755,Inactive Investor,Jordan Britt,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11031807,Inactive Investor,Mitchell Rottier,,"Raymond James Financial Services, Inc. Geneva IL 427 N Kirk Rd",mitchell.rottier@raymondjames.com,,Salesforce
10840020,Inactive Investor,Kenneth Tindall,Financial Advisor,Edward Jones Richmond KY 519 Hampton Way,chad.tindall@edwardjones.com,,Salesforce
10791540,Inactive Investor,Edward Brooks,,Cape Securities Inc.,erbrooks@capesecurities.com,,Salesforce
11119827,Inactive Investor,James Gilmour,,Deutsche Bank Securities Inc.,,,Salesforce
11097356,Inactive Investor,Frederic Blythe,Investment Consultant;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",frederic.blythe@ml.com,,Salesforce
9547977,,George Sarantinos,,,georgeathena@msn.com,,List import
142612,,Stephen Kriha,"Managing Director, Principal",Tenere LLC,steve@tenerefinancial.com,,
10916087,Inactive Investor,Jeffrey George,Chief Compliance Officer;Principal,Tao Financial,jeff@tao-fi.com,,Salesforce
11198518,Inactive Investor,William Osland,Senior Vice President,Citigroup Global Markets Inc. Fountain Valley CA 17400 Brookhurst St,bill.osland@citigroup.com,,Salesforce
11140307,Inactive Investor,Daniela Hernandez,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10790262,Inactive Investor,Thomas Stiles,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",tstiles@financialguide.com,,Salesforce
340715,,Joe Blice,"Partner, National Practice Leader, Oil, Gas",Moss Adams Wealth Advisors Llc,joe.blice@mossadams.com,206-302-6500,Manual List Upload
10982914,Inactive Investor,Johnny Dubon Villanueva,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 2400 N Central Expy",,,Salesforce
11025414,Inactive Investor,Elizabeth Candler,Managing Member;Partner;Portfolio Manager,Boston Family Office LLC,elizabethc@bosfam.com,,Salesforce
9554201,,jason li,,,sorrento.promenade@gmail.com,,List import
11259881,Inactive Investor,Ray Ruiz,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
11176724,Inactive Investor,Amy Carroll,,Park Avenue Securities LLC,amy_carroll@glic.com,,Salesforce
10611157,,Scott Linke,"First Vice President - Wealth Management, Senior Financial Advisor",,scott_linke@ml.com,,List Import
10785387,Inactive Investor,Brandon Bennion,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.bennion@fidelity.com,,Salesforce
11021373,Inactive Investor,Kelley Mcwilliams,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",kelley.mcwilliams@ml.com,,Salesforce
9571600,,John Gutfranski,,,jgutfranski@voyafa.com,,List import
11199522,Inactive Investor,Bruce Abramson,Chief Executive Officer;President;Regulatory Contact,"Asset Management Consulting Services, Inc.",babramson@amcsinvest.com,,Salesforce
119645,,Pranavkumar Parekh,,United States,pranav.nvs@gmail.com,,
10877948,Inactive Investor,Jenna Hall,Registered Associate,Morgan Stanley Rutland VT 90 Merchants Row,jenna.watson@morganstanley.com,,Salesforce
11184208,Inactive Investor,Taylor Stewart,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",taylor.stewart@rbc.com,,Salesforce
9612199,,Paul Galat,,,pgalat@promusequity.com,,List import
9550127,,Jermaine Brown,,,jermaine.brown@mlp.com,,List import
9632373,,Jeff Gale,,,jgalebham@gmail.com,,List import
373921,,Joanne Kaneshiro,,[Unknown],jokaneshiro@yahoo.com,,source
11048371,Inactive Investor,Janice Taylor,,"Osaic Wealth, Inc. Westlake Village CA 2829 Townsgate Rd",,,Salesforce
11161360,Inactive Investor,John Sweeney,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",jp.sweeney@wellsfargoadvisors.com,,Salesforce
10928759,Inactive Investor,Paula Dover,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,pzanetti@primerica.com,,Salesforce
11118584,Inactive Investor,Hunter Dempsey,,"Cadaret, Grant & Co., Inc. Wellesley Hills MA 57 River St",,,Salesforce
10785720,Inactive Investor,Cara Every,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,cara.every@fidelity.com,,Salesforce
11183186,Inactive Investor,Lucas Mansberger,Investment Strategist;Senior Advisor,Breakwater Capital,lucas@breakwatercapital.com,,Salesforce
11001765,Inactive Investor,Dana Dunkelberger,,Coppell Advisory Solutions LLC San Antonio TX 6827 Camp Bullis Rd,dana.dunkelberger@fusioncm.com,,Salesforce
9637215,,Edward Hurley,,,ehurley@bfpartners.com,,List import
11145158,Inactive Investor,Robert Snow,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Houston TX 2800 Post Oak Blvd,robert.snow@morganstanley.com,,Salesforce
10832059,Inactive Investor,Colin Watanabe,,B. Riley Wealth Management Honolulu HI 1001 Bishop St,,,Salesforce
11171185,Inactive Investor,Neal Quimby,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",neal.quimby@bankerslife.com,,Salesforce
182597,,Emirhan mert ?ncesu,,Emirhan mert Ä°ncesu,emert@outlook.com,,
11254622,Inactive Investor,Joshua Jankelow,,Evercore Group L.L.C.,,,Salesforce
9556066,,Cristian Barbisan,,,barbisan.cristian@gmail.com,,List import
11208252,Inactive Investor,Paule Houngbeke,,UBS Financial Services Inc.,,,Salesforce
9587195,,Stacy Evans,,,evans@kancap.com,,List import
11222768,,Parshad Singh,,,psingh@merceradvisors.com,,List Import
10925452,Inactive Investor,Julia Theis,Associate,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",julia.theis@raymondjames.com,,Salesforce
10757032,Inactive Investor,Carina Bagboudarian,Senior Wealth Strategy Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,carina.keshishian@ubs.com,,Salesforce
10932737,Inactive Investor,Naomi Ackley,Chief Compliance Officer,"Annex Wealth Management, LLC",nackley@annexwealth.com,,Salesforce
10790431,Inactive Investor,John Torregrosa,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,john.torregrosa@ubs.com,,Salesforce
10866154,Inactive Investor,Leigh Anders,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10773362,Inactive Investor,Deborah McCann,Portfolio Associate,Morgan Stanley Denver CO 1550 Market St,deborah.i.mccann@morganstanley.com,,Salesforce
236418,, -,,[[Unknown]],carolk.robertson@gmail.com,,
10614271,,Emanuel Reiser,Financial Advisor,,emanuel.reiser@wellsfargoadvisors.com,,List Import
11118409,Inactive Investor,John Paul Gryska,,Fidelity Brokerage Services LLC,,,Salesforce
9647784,,Anthony Celeste,,,anthonyceleste24@icloud.com,,List import
11134979,Inactive Investor,Tamara Haskins,,NYLIFE Securities LLC Clarksburg MD Private Residence,thaskins@ft.newyorklife.com,,Salesforce
11070311,Inactive Investor,Brian Smith,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,brian.smith@us.hsbc.com,,Salesforce
11186551,Inactive Investor,Michelle Herrick,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,michelle.herrick@jpmorgan.com,,Salesforce
343744,,Vincent Gennaro,Associate,"The Sterling Group, L.p.",vgennaro@sterling-group.com,713-877-8257,Manual List Upload
11142184,Inactive Investor,Drew Wagnild,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",drew.wagnild@nm.com,,Salesforce
231255,,Brad -,,Brad [[Unknown]],emmetmaude@yahoo.com,,Direct
10647486,,Louie Cohen,,,lcohen@frontrangecap.com,,List import
11110311,Inactive Investor,Eileen Gallagher,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",gallaghere@stifel.com,,Salesforce
11162379,Inactive Investor,Nathaniel Duanshi,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",nathaniel.duanshi@prudential.com,,Salesforce
9629426,,Kevin Mautte,,,kmautte@gmail.com,,List import
11134436,Inactive Investor,Andrew Fulk,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",denny.fulk@nm.com,,Salesforce
10982550,Inactive Investor,Andrew Sherman,,Goldman Sachs & Co.,,,Salesforce
6932941,,Emily Hendry,,,ehendry@pointwealthadvisors.com,,Web form fillout
9588677,,Daniela Guerrero,,,danielag027@gmail.com,,List import
11171779,Inactive Investor,Austin Kistler,,J.P. Morgan Securities LLC Columbus OH 1698 N High St,austin.kistler@jpmorgan.com,,Salesforce
11046032,Inactive Investor,Hasib Ahmed,,Sisung Securities Corporation,,,Salesforce
9648232,,George Bowring,,,georgebowring@me.com,,List import
11168108,Inactive Investor,Stefanie Page,Market Director;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,stefanie.page@ubs.com,,Salesforce
9633778,,Lukas Wittmann,,,lks.wttm@gmail.com,,List import
11189578,Inactive Investor,Jake Dadika,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",jake.dadika@equitable.com,,Salesforce
9628707,,Miguel Abadi,,,miguel.abadi@gemsadvisors.com,,List import
10832981,Inactive Investor,Neil Terry,Manager,Morgan Stanley Toledo OH 7311 Crossleigh Ct,neil.terry@morganstanley.com,,Salesforce
9632473,,Axel Christensen,,,axel.christensen@blackrock.com,,List import
10617159,,Peter Balistreri,,,peter.balistreri@ampf.com,,List Import
29627,,Sean Casterline,"Partner, President, Regulatory Contact, Senior Portfolio Manager","Delta Capital Management, LLC",sean@deltaadvisor.com,407-331-8004,
141706,,Wan Hui Lee,,[Unknown],wilson.leep@gmail.com,,source
11201823,Inactive Investor,Marina Mcghee,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,mmcghee@primerica.com,,Salesforce
10998386,Inactive Investor,Feras Chowdhury,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",feras.chowdhury@schwab.com,,Salesforce
11109118,Inactive Investor,Rukiya Hite,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rukiya_hite@vanguard.com,,Salesforce
11217829,,Jenny Wang,,,jenny.wang@jpmorgan.com,,List Import
10928474,Inactive Investor,Nicholas Aliff,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10875784,Inactive Investor,Marleen Thudium,Chief Compliance Officer;Managing Member,"RJ Hill's Financial Services, LLC",mthudium@rjhillsfinancial.com,,Salesforce
11039735,Inactive Investor,Benjamin Montgomery,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,bmontgomery@rwbaird.com,,Salesforce
10937895,Inactive Investor,Timothy Todd,,"Allstate Financial Services, LLC Crestwood IL 5419 127th St",timtodd@allstate.com,,Salesforce
10614494,,Richard Ditaranto,Financial Advisor,,rditaranto@americanportfolios.com,,List Import
9645575,,William Lepping,"Financial Advisor, Vice President - Wealth Management",,wlepping@janney.com,,List import
347941,,Trevor Latulas,,"National Asset Management, Inc.",tlatulas@nationalsecurities.com,305-704-3199,
10962307,Inactive Investor,Jacob Miller,,D.A. Davidson & Co. Denver CO 1550 Market St,,,Salesforce
10961148,Inactive Investor,Kaila Brown,,PFS Investments Inc. Stafford TX 10707 Corporate Dr,kailadbrown@primerica.com,,Salesforce
9593289,,Vincent Westerman,,,vince@thewestermangroup.com,,List import
10909458,Inactive Investor,Andrew Good,,Commonwealth Financial Network Columbiana OH 158 Carriage Dr,agood@commonwealth.com,,Salesforce
11184097,Inactive Investor,Mitchell Mundy,Client Specialist,Robert W. Baird & Co. Incorporated Jasper IN 690 W 2nd St,mmundy@rwbaird.com,,Salesforce
11026179,Inactive Investor,David Maddock,,LPL Financial LLC Clarks Summit PA 1135 S Abington Rd,david.maddock@lpl.com,,Salesforce
11218775,,Lee Giordano,,,lee.giordano@ubs.com,,Other
11190560,Inactive Investor,Amy Fink,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,amy.fink@lpl.com,,Salesforce
9590534,,Joshua Newcomb,,,jnewcomb@brasfieldgorrie.com,,List import
7065771,,Douglas Olson,,,springman38@aol.com,,Web form fillout
10932309,Inactive Investor,Mark Cernese,Principal,Mark Cernese & Associates,mark@markcernese.com,,Salesforce
11032304,Inactive Investor,Michelle Tamburri,,"Farmers Financial Solutions, LLC Ventura CA 290 Maple Ct",mtamburri@farmersagent.com,,Salesforce
11232403,Inactive Investor,Craig McGee,,PFS Investments Inc. Indianapolis IN 8383 Craig St,,,Salesforce
10850103,Inactive Investor,Michael Ferrara,,"Wells Fargo Clearing Services, LLC Clearwater FL 2301 Sunset Point Rd",michael.ferrara@wellsfargoadvisors.com,,Salesforce
241741,,bruno silva,,[Unknown],brunovictor1989@gmail.com,,source
206134,,Brian Martin,Research Analyst,"Holocene Advisors, LP",brian.martin@holoceneadvisors.com,1-646-779-6420,Initial Salesforce Import
10966962,Inactive Investor,Evan Centopani,Financial Professional,"MML Investors Services, LLC Southbury CT 555 Heritage Rd",,,Salesforce
211750,,Dave Selman,SVP,Delve,dselman@delvedc.com,,Content
10872482,Inactive Investor,Stephanie Liegeois,,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,sliegeois@rwbaird.com,,Salesforce
11111138,Inactive Investor,Marigny Demauriac,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,deMAURIAC LLC,marigny@demauriac.com,,Salesforce
10797315,Inactive Investor,Joseph Palompo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joseph.palompo@fidelity.com,,Salesforce
11152007,Inactive Investor,Evan Gallien,Financial Advisor;Workplace Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,,,Salesforce
10831331,Inactive Investor,Peter Getschmann,Private Client Advisor,J.P. Morgan Securities LLC Staten Island NY 2640 Hylan Blvd,peter.n.getschmann@jpmorgan.com,,Salesforce
10777935,Inactive Investor,Phyllis Gau,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;Senior Vice President,Morgan Stanley Davenport IA 4300 E 53rd St,phyllis.gau@morganstanley.com,,Salesforce
11211919,Inactive Investor,Betty Mundale,,LPL Financial LLC Englewood CO 7400 E Caley Ave,betty.mundale@lpl.com,,Salesforce
10647458,,Thomas Ziegler,,,thomas.ziegler@tiaa.org,,List Import
10795318,Inactive Investor,Louis Pelz,Chief Compliance Officer;Chief Investment Officer;Founder;President,Core Capital Management and Research Inc.,lpelz@ccmrusa.com,,Salesforce
9646510,,David Farelo,,,david@currencyhub.co.za,,List import
10773959,Inactive Investor,Andrew Cappello,Financial Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10821424,Inactive Investor,Constance Cook,,Commonwealth Financial Network Paso Robles CA 565 8th St,ccook@commonwealth.com,,Salesforce
9588928,,Joseph Scarborough,,,jscarborough@manage401k.com,,List import
10760336,Inactive Investor,Barry Blaustein,Investment Associate,UBS Financial Services Inc. New York NY 299 Park Ave,barry.blaustein@ubs.com,,Salesforce
11170731,Inactive Investor,Glenn Coleman,,"Geneos Wealth Management, Inc. Pittsburgh PA 61 McMurray Rd",,,Salesforce
11229419,Inactive Investor,Charles Welch,,William Blair Boston MA 125 High St,,,Salesforce
344598,,Michael Davirro,Member,"Etfidea, Llc",mdavirro@etfidea.com,315-472-6221,Manual List Upload
10803515,Inactive Investor,Jay Higgenbotham,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",jay.higgenbotham@ml.com,,Salesforce
10696021,,Julie Streenz,,Coastal Bridge,jstreenz@coastalbridgeadvisors.com,,List import
11108828,Inactive Investor,David Jones,Chief Compliance Officer;Chief Executive Officer,"D & G Advisory Group, L.L.C.",david@dgadvisory.com,,Salesforce
10762880,Inactive Investor,John Ludwig,Executive Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Kansas City MO 4520 Main St,john.ludwig@morganstanley.com,,Salesforce
9581572,,Jo Ann Thibault,,,thibault_joann@nlvmail.com,,List import
10929652,Inactive Investor,Harieta Ford,,"Farmers Financial Solutions, LLC Phoenix AZ 4131 N 24th St",hford@farmersagent.com,,Salesforce
187288,,Eric Dubroc,Financial Advisor,"Beam Asset Management, LLC",edubroc@fimadvisors.com,985-807-7902,
11000931,Inactive Investor,Katherine Rancourt,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10933206,Inactive Investor,Lawrence Fisher,President - Family Wealth Services,Chevy Chase Trust Company,lfisher@chevychasetrust.com,,Salesforce
10935603,Inactive Investor,Jaden Gurney,Financial Advisor,"Raymond James Financial Services, Inc. Richfield UT 65 W Center St",jaden.gurney@lpl.com,,Salesforce
10487471,,Lori Peters,"Compliance Officer, Financial Planner","Carter Advisory Services, Inc",lpeters@carterwealth.com,,List Import
10887448,Inactive Investor,Barry Hancock,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
11222607,,Thomas Mueller,,,thomas.mueller@riverroadam.com,,List Import
11079491,Inactive Investor,Marc Messinger,Financial Advisor,Edward Jones Hales Corners WI 5300 S 108th St,marc.messinger@edwardjones.com,,Salesforce
347344,,Craig -,,Craig [[Unknown]],craig@allbecq.com,,
10888783,Inactive Investor,Aleksandar Matovski,,"Osaic Wealth, Inc. Totowa NJ 999 Riverview Dr",,,Salesforce
10779035,Inactive Investor,Craig Swenson,Financial Advisor,"Ameriprise Financial Services, LLC Cloquet MN 922 Hwy 33 S",craig.a.swenson@ampf.com,,Salesforce
10815770,Inactive Investor,Peter Gutekunst,,"Raymond James Financial Services, Inc. Fort Washington PA 550 Pinetown Rd",peter.gutekunst@raymondjames.com,,Salesforce
11147569,Inactive Investor,Waheeda Noor,,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",,,Salesforce
9621361,,M Da,,,mmdavies18@gmail.com,,List import
10780199,Inactive Investor,Gregory Boschert,Financial Advisor,Edward Jones Saint Charles MO 1040 S 5th St,greg.boschert@edwardjones.com,,Salesforce
11219798,,Timothy Creech,,,timothy.creech@lpl.com,,Other
10770047,Inactive Investor,Scott Hayden,,Sigma Financial Corporation West Bloomfield MI 6573 Alden Dr,shayden@sigmarep.com,,Salesforce
11103537,Inactive Investor,Wesley Burrell,Wealth Advisor,"Independent Advisor Alliance, LLC Springfield MO 1650 E Battlefield St",wesley@independentadvisoralliance.com,,Salesforce
9543546,,Matt Ward,,,mward@europac.net,,List import
11175113,Inactive Investor,Jeffrey Rosencrans,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",jeffrey_j_rosencrans@ml.com,,Salesforce
10807253,Inactive Investor,Gregory Chimner,Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL 105 W Madison St",gregory.j.chimner@ampf.com,,Salesforce
10924070,Inactive Investor,Sean Dixon,Private Client Advisor,J.P. Morgan Securities LLC Fishers IN 11433 Allisonville Rd,sean.p.dixon@jpmorgan.com,,Salesforce
10644446,,Leilanie Vongdara,,,lvongdara@interactivebrokers.com,,List Import
11070008,Inactive Investor,Curt Happold,,"Cambridge Investment Research, Inc. Novi MI 42705 Grand River Ave",chappold@cambridgesecure.com,,Salesforce
11006387,Inactive Investor,Colin Schultz,Associate Representative,Thrivent Investment Management Inc. Milwaukee WI 111 E Kilbourn Ave,colin.schultz@thrivent.com,,Salesforce
9573927,,Austin Wolf,,,awolf@massmutual.com,,List import
9591713,,Dipanjan Deb,,,deb@franciscopartners.com,,List import
10614954,,Marcus Kline,"Financial Advisor, Managing Director, Private Wealth Advisor, Senior Portfolio Management Director, Workplace Advisor",,marcus.kline@morganstanley.com,,List Import
223550,,Edward Giblin,"Financial Advisor, Financial Planner","MML Investors Services, LLC",egiblin@financialguide.com,973-227-8800,
10887608,Inactive Investor,Patricia Strasser,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,patricia.strasser@primerica.com,,Salesforce
11132514,Inactive Investor,Matthew Lowery,,"Portside Wealth Group, LLC Peoria AZ Private Residence",,,Salesforce
11266337,,Michael Musante,,CF Capital Family Office,mmusante@cfcapitalcorp.com,2034703826,Web Form Fillout
9626246,,Greg Marron,,,greg.marron@adidas.com,,List import
11140072,Inactive Investor,Hubert Nhan,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
11148039,Inactive Investor,Larry Price,Financial Advisor,LPL Financial LLC Temecula CA 31693 Temecula Pkwy,larry.price@lpl.com,,Salesforce
229028,, -,,[[Unknown]],ferrante.michele@gmail.com,,
10831143,Inactive Investor,Larry Foxworthy,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",larry.foxworthy@ampf.com,,Salesforce
9310918,,Matt Aylott,,,forbidden.destinty11823@gmail.com,,Web form fillout
10696429,,Keith Miller,,Permanens Capital LP,keith@permcap.com,,List Import
11152562,Inactive Investor,Hui Wang,,Goldman Sachs & Co.,,,Salesforce
10984826,Inactive Investor,Colby Clark,Investment Advisor,Aspire Private Capital,colby@aspireadvisors.com,,Salesforce
11140335,Inactive Investor,Sharon Loero,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11130900,Inactive Investor,Bruce Snyder,Owner,"SFG Wealth Advisors, LLC",susie@sfgtampa.com,,Salesforce
11067069,Inactive Investor,Jeannie Taylor,,"Farmers Financial Solutions, LLC Shawnee OK 202 W Highland St",,,Salesforce
11181763,Inactive Investor,Shatavia Milton,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,shatavia.milton@morganstanley.com,,Salesforce
255,,,,,JakeSkillman16754@wp.pl,,
11068731,Inactive Investor,Todd Riggs,,State Farm VP Management Corp. Toledo OH 7109 W Central Ave,toddriggs@statefarm.com,,Salesforce
10886382,Inactive Investor,Madeline Andrews,Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,madeline.andrews@jpmorgan.com,,Salesforce
10853875,Inactive Investor,Michael Hastings,Owner,Coordinated Financial Management,,,Salesforce
11191186,Inactive Investor,Lyle Benson,Founder;President;Regulatory Contact,"L. K. Benson & Company, P.C.",lyle@lkbenson.com,,Salesforce
146941,,Tanya Soman,,[Unknown],tanyasoman01@gmail.com,,
229965,, -,,[[Unknown]],csoriano37@gmail.com,,Paid Search
10849263,Inactive Investor,Donald Fox,,NYLIFE Securities LLC Osage IA 615 Mechanic St,dsfox@ft.newyorklife.com,,Salesforce
10836852,Inactive Investor,Patricia White,Area Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",patricia.kramer@wellsfargoadvisors.com,,Salesforce
10891373,Inactive Investor,Ashford Fulmer,,J.P. Morgan Securities LLC Houston TX 600 Travis St,ashford.fulmer@jpmorgan.com,,Salesforce
11063701,Inactive Investor,Shanon Gut,,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,shanon.lawrence@primerica.com,,Salesforce
11106180,Inactive Investor,Gary Lyons,Portfolio Advisor;Private Wealth Advisor,Creative Planning McLean VA 8444 Westpark Dr,gary.lyons@creativeplanning.com,,Salesforce
11026058,Inactive Investor,Timothy Majors,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 2425 Mill Creek Ct,,,Salesforce
10766555,Inactive Investor,David Jemison,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david.w.jemison@ml.com,,Salesforce
1001958,Inactive Investor,Cindy Golden,CFO,Belfer Management,cgolden@belfermgmt.com, +1 212 508 9500,
11018612,Inactive Investor,Damilola Fagbemi,,J.P. Morgan Securities LLC Chicago IL 7015 N Western Ave,damilola.fagbemi@jpmorgan.com,,Salesforce
11074399,Inactive Investor,James Hennessy,Chief Financial Officer;Principal,Homrich Berg,hennessy@homrichberg.com,,Salesforce
10905165,Inactive Investor,Andrew Shires,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
11193606,Inactive Investor,Crowyns Thervil,,"VALIC Financial Advisors, Inc. Tallahassee FL 825 Thomasville Rd",crowyns.thervil@valic.com,,Salesforce
10850928,Inactive Investor,George Gordon,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 9020 Stony Point Pkwy",george.gordon@wellsfargoadvisors.com,,Salesforce
9627056,,Jure Umek,,,jure.umek@gmail.con,,List import
11106292,Inactive Investor,Nathan Walker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",nwalker6@ml.com,,Salesforce
9865910,,FLORIN BOTILA,,,florinbtl27@gmail.com,,Web form fillout
374606,Inactive Investor,Scott Frantz,,Capital Advisors,scottrfrantz@yahoo.com,,Internet Search
9620098,,Eloy Vasquez,,,vasquez.eloy@yahoo.com,,List import
10913229,Inactive Investor,Bradley Koesel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",brady.koesel@schwab.com,,Salesforce
10802833,Inactive Investor,Charles Parry,Financial Advisor,Edward Jones Clarks Summit PA 406 S State St,chuck.parry@edwardjones.com,,Salesforce
11199923,Inactive Investor,David Spier,Chief Compliance Officer;Managing Partner;Portfolio Manager,Nitor Capital Management,dspier@nitorcapital.com,,Salesforce
9568729,,Nicolas Gonzalez,,,n.gonzalez82@icloud.com,,List import
9619011,,Frank Ichel,,,frankichel@gmail.com,,List import
11017362,Inactive Investor,Ethan Bertrand,,"FBL Marketing Services, LLC Salina KS 2740 Belmont Blvd",ethan.bertrand@fbfs.com,,Salesforce
10852383,Inactive Investor,Harry Mccullough,President,"Comprehensive Investment Management, LLC",harry@cimontheweb.com,,Salesforce
4381184,,Bill Sawyer,,,bill@wrsawyer.com,6502790607,Web Form Fillout
349046,,Richard Petrocelli,Member - Class A,Flat Rock Global,rich@flatrockglobal.com,307-500-5200,Manual List Upload
10884500,Inactive Investor,Daniel Clarke,Owner,Commonwealth Financial Network Sonora CA 995 Morning Star Dr,dclarke@commonwealth.com,,Salesforce
11099468,Inactive Investor,Shawn Daly,,HSBC Securities (USA) Inc.,,,Salesforce
11203710,Inactive Investor,Timothy Luker,Senior Tax Advisor,Brightstone Advisors LLP,,,Salesforce
11011168,Inactive Investor,Gregory Bruno,,LPL Financial LLC Clifton Park NY 25 Park Ave,greg.j.bruno@lpl.com,,Salesforce
10888898,Inactive Investor,Lawrence Legrand,Chief Financial Officer;Tax Advisor;Vice Chairman,"Plancorp, LLC",llegrand@plancorp.com,,Salesforce
10793415,Inactive Investor,Eric Ingerman,,"Wells Fargo Advisors Financial Network, LLC Beachwood OH 3201 Enterprise Pkwy",eric.ingerman@wellsfargoadvisors.com,,Salesforce
9553121,,Paras Shah,,,paras.shah.nyc@gmail.com,,List import
11112615,Inactive Investor,Jacob Vierling,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.vierling@fmr.com,,Salesforce
11051110,Inactive Investor,Carlton Higbie,Financial Advisor;Portfolio Management Director;Vice President - Wealth Management,Morgan Stanley Greenwich CT 1 Fawcett Pl,carlton.higbie@morganstanley.com,,Salesforce
10883403,Inactive Investor,Lucas Anderson,,"Ameriprise Financial Services, LLC Wayzata MN 1907 Wayzata Blvd",lucas.c.anderson@ampf.com,,Salesforce
11160051,Inactive Investor,Yelizaveta Malysheva,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10991964,Inactive Investor,Dany Steinhauser Shandler,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",dany.shandler@nm.com,,Salesforce
11015190,Inactive Investor,Britney Lundgren,,LPL Financial LLC San Diego CA 4707 Executive Dr,britney.lundgren@lpl.com,,Salesforce
370654,,David Levy,,United States,sdlev@protonmail.com,,Salesforce
11040827,Inactive Investor,Michael Falco,,PFS Investments Inc. Cranford NJ 340 N Ave E,michael.falco@primerica.com,,Salesforce
10644029,,Hana Murphy,,,hana.marie.murphy@jpmorgan.com,,List Import
9617576,,Andrew Oliver,,,andrew.oliver@oneequity.com,,List import
9617140,,George Taylor,,,george@gamecreekcapital.com,,List import
10937390,Inactive Investor,Aimee Cummings,,"Osaic Wealth, Inc. Victor NY 6536 Anthony Dr",,,Salesforce
11048433,Inactive Investor,Stacy White,,"Allstate Financial Services, LLC Bethel CT 180 Old Hawleyville Rd",stacymorice@allstate.com,,Salesforce
10929363,Inactive Investor,Corey Hill,,PFS Investments Inc. Newtown PA 842 Durham Rd,,,Salesforce
11195245,Inactive Investor,Raya Baylor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10774390,Inactive Investor,Kevin Dwyer,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",,,Salesforce
10818892,Inactive Investor,Lee Goodin,Financial Representative,LPL Financial LLC,lee.goodin@lplfinancial.com,,Salesforce
10767010,Inactive Investor,Eivind Gjetmundsen,Financial Advisor,Edward Jones Missoula MT 3700 S Russell St,eivind.gjetmundsen@edwardjones.com,,Salesforce
11018413,Inactive Investor,Debbie Aud,,"Fifth Third Securities, Inc. Whitesville KY Private Residence",debbie.aud@53.com,,Salesforce
9558057,,Keith Allen,,,keithallen@financialguide.com,,List import
10552392,,Rajiv chowdary Muttineni,,,muthineni.rajiv007@gmail.com,,Web Form Fillout
10770561,Inactive Investor,Lisa Walsh,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Buffalo NY 468 Delaware Ave",lisa.walsh@raymondjames.com,,Salesforce
10791496,Inactive Investor,Dennis Lee,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,dennis.lee@morganstanley.com,,Salesforce
10809749,Inactive Investor,Daniel McFall,,"Cadaret, Grant & Co., Inc. West Des Moines IA 1122 Grand Ave",dmcfall@ae.cadaretgrant.com,,Salesforce
11161030,Inactive Investor,David Westerfeld,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Bakersfield CA 5060 California Ave",,,Salesforce
10767362,Inactive Investor,John Sawyer,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",john.h.sawyer@ml.com,,Salesforce
10960165,Inactive Investor,Rene Perez,,"Sanctuary Securities, Inc. San Antonio TX 40 NE Loop 410",rperez@sanctuarywealth.com,,Salesforce
9127667,,Paula Moreira,,,paula.moreira@gs.com,,List Import
10817875,Inactive Investor,Raymond Preston,Retirement Planning Specialist,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",raymond.preston@equitable.com,,Salesforce
11024867,Inactive Investor,Charles Narmi,Director;Investment Advisor,Robert W. Baird & Co. Incorporated Omaha NE 13609 California St,,,Salesforce
9540638,,Michael Wu,,,michael.wu@genspring.com,,List Import
10916322,Inactive Investor,Mark Hoaglin,Financial Advisor,LPL Financial LLC Dubuque IA 3999 Pennsylvania Ave,,,Salesforce
11002403,Inactive Investor,Vachelle Fleming,Financial Advisor,Thrivent Investment Management Inc. Sun Prairie WI Private Residence,vachelle.fleming@thrivent.com,,Salesforce
10999034,Inactive Investor,Juan Munera,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,juan.munera@primerica.com,,Salesforce
9608128,,Demetrius Baker,,,demetrius_baker@yahoo.com,,List import
9639829,,Cedric Dingens,,,cedric.dingens@notzstucki.com,,List import
11060204,Inactive Investor,Jeffrey Wegner,,Money Management Concepts Inc.,,,Salesforce
10854741,Inactive Investor,Steven Bazaldua,,J.P. Morgan Securities LLC Colleyville TX 5000 Colleyville Blvd,steven.bazaldua@jpmorgan.com,,Salesforce
10960582,Inactive Investor,Phillip McLellan,Investment Advisor,PNC Investments East Lansing MI 1561 W Lake Lansing Rd,phillip.mclellan@pnc.com,,Salesforce
10981749,Inactive Investor,Barbod Azarakhsh,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
345376,,Susan Berry-Gorelli,Managing Director,"Baldwin Investment Management, Llc",sberry-gorelli@baldwinmgt.com,610-260-1555,Manual List Upload
11087287,Inactive Investor,Michael Salierno,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",mike.salierno@nm.com,,Salesforce
10874501,Inactive Investor,James Hoppe,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",james.hoppe@empower.com,,Salesforce
9638311,,Shahid Farooqi,,,sfarooqi@foundation.uconn.edu,,List import
10794019,Inactive Investor,Michael Cappuccio,,LPL Financial LLC San Diego CA 4707 Executive Dr,mike.cappuccio@lpl.com,,Salesforce
10808079,Inactive Investor,Loretta Morano,,Morgan Stanley Melville NY 58 S Service Rd,loretta.a.morano@morganstanley.com,,Salesforce
11080202,Inactive Investor,Sara May,,Edward Jones Princeton WV 195 Elmer St,,,Salesforce
10844145,Inactive Investor,Martin Andreasen,Financial Advisor,"Osaic Wealth, Inc. Minnetonka MN Private Residence",mandreasen@royalaa.com,,Salesforce
11054374,Inactive Investor,Angela Anderson,Analyst;Regulatory Contact;Secretary,"WealthGuard Advisors, Inc.",angela@wealthguardadvisors.com,,Salesforce
9601983,,Jeremy Lau,,,jeremy@prudentnetwork.com,,List import
10763839,Inactive Investor,Robert Maloney,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wilkes Barre PA 670 N River St",maloneyr@stifel.com,,Salesforce
10943311,Inactive Investor,Christopher Steward,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Steward Capital LLC.,info@stewardcapitaladvice.com,,Salesforce
374777,,Andrew Osher,CEO,Resolute Partners Group,andrew@resolutepg.com,555555555,Salesforce
9573451,,Dan Sim,,,dasimo@gmx.net,,List import
122741,,Sheila Lawrence,"Managing Director, Partner, Senior Client Advisor",Ballentine Partners,slawrence@ballentinepartners.com,(781) 341-1300,
10869396,Inactive Investor,Benjamin Chunko,Wealth Advisor,Liberty Asset Management,bchunko@lwmgmt.com,,Salesforce
9616867,,RP Goodman,,,rgoodman@swmgrp.com,,List import
10956787,Inactive Investor,Scott Conway,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",,,Salesforce
11064368,Inactive Investor,Susan Carlisle,Accountant;Owner,Susan Carlisle,,,Salesforce
10895449,Inactive Investor,Evan Gorse,Financial Advisor,Robert W. Baird & Co. Incorporated Butler PA 99 West Sunbury Rd,egorse@rwbaird.com,,Salesforce
11051824,Inactive Investor,Susan Kleczkowski,Relationship Manager,"Principal Securities, Inc. Alva FL Private Residence",kleczkowski.susan@principal.com,,Salesforce
11024637,Inactive Investor,Barbara Archer,,"HighTower Securities, LLC Saint Louis MO 1401 S Brentwood Blvd",,,Salesforce
10887268,Inactive Investor,Nicholas Pratt,Financial Advisor,Edward Jones Madison WI 749 University Row,nicholas.pratt@edwardjones.com,,Salesforce
10858479,Inactive Investor,Michael Weister,Associate,Thrivent Investment Management Inc. Sioux Falls SD 1152 E 77th St,mike.weister@thrivent.com,,Salesforce
10787108,Inactive Investor,Jennifer Hutchison,,PFS Investments Inc. Mountain Lakes NJ 100 US Hwy 46,jennifer.hutchison@primerica.com,,Salesforce
11230706,Inactive Investor,Sandra Deangelis,,LPL Financial LLC Washington DC 1717 Pennsylvania Ave NW,,,Salesforce
9637128,,Dean Dellas,,,ddellas@pinnacle-llc.com,,List import
153137,,Baby Shyrine Rodriguez Ulayao,,[Unknown],0129sairin@gmail.com,,
225452,, -,,[[Unknown]],theimd@outlook.com,,Initial Salesforce Import
11066665,Inactive Investor,Thomas Dorger,,Lincoln Investment,tdorger@lincolninvestment.com,,Salesforce
9614113,,daniel nelson,,,dannelson130@gmail.com,,List import
9542466,,Mampho Phetla,,,mamphop@gmail.com,,List import
10657061,,William Hard,,,whard@williamblair.com,,List Import
10896120,Inactive Investor,Christopher Deo,Investment Advisor Representative,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",chris.deo@voya.com,,Salesforce
11009634,Inactive Investor,Nina Lewis,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,nllewis@ft.newyorklife.com,,Salesforce
9597912,,Robert Frazee,,,robert@frazeeinvestment.com,,List import
11211151,Inactive Investor,Richard Buie,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",richard.buie@wellsfargoadvisors.com,,Salesforce
11085633,Inactive Investor,Kayla Krieser,Senior Client Associate,"Wells Fargo Clearing Services, LLC West Bend WI 1715 W Paradise Dr",kayla.krieser@wfadvisors.com,,Salesforce
9594483,,Richard Craft,,,richard@wealthadvisorygrp.com,,List import
11037551,Inactive Investor,Ebony Page,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,epage@primerica.com,,Salesforce
11109908,Inactive Investor,Shari Guirao,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,shari.guirao@primerica.com,,Salesforce
10656876,,Gael Craven,,,gaelcraven@williamblair.com,,List Import
10845349,Inactive Investor,John Wolf,Chief Compliance Officer;Investment Advisor;President,"Cornerstone Financial Planning, Inc.",,,Salesforce
11062996,Inactive Investor,Jonathan Baker,Associate Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,jonathan.baker@corient.com,,Salesforce
10873727,Inactive Investor,David Punt,,State Farm VP Management Corp. Harrisburg PA 4911 Derry St,,,Salesforce
11136810,Inactive Investor,Nicholas Masih,Assistant Vice President;Relationship Manager,"United Brokerage Services, Inc Arlington VA 5350 Lee Hwy",nmasih@united-brokerage.com,,Salesforce
10772240,Inactive Investor,Susan Deming,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,susan.deming@ubs.com,,Salesforce
11083657,Inactive Investor,Lauri McDougall,Business Coordinator;Paraplanner,"Raymond James & Associates, Inc. Traverse City MI 315 N Division St",lauri.mcdougall@raymondjames.com,,Salesforce
11212199,Inactive Investor,Eric Von Borstel,,J.P. Morgan Securities LLC Oak Lawn IL 5705 W 95th St,eric.von-borstel@jpmorgan.com,,Salesforce
10787592,Inactive Investor,Brenda Wilson Dedecker,,"Bankers Life Securities, Inc. Bentonville AR 1803 Phyllis St",brenda.dedecker@bankerslife.com,,Salesforce
9619207,,Parker Sessions,,,jparkersessions@gmail.com,,List import
11048326,Inactive Investor,Matthew Semino,Executive Director,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,,,Salesforce
11010083,Inactive Investor,Joseph Ater,,"First Command Brokerage Services, Inc. Anacortes WA 317 Commercial Ave",jmater@firstcommand.com,,Salesforce
11003157,Inactive Investor,Robert Escobedo,Financial Advisor,Edward Jones Goodyear AZ 15150 W Park Pl,robert.escobedo@edwardjones.com,,Salesforce
10657097,,Clara Debrie,,,clara.debrie@primerica.com,,List Import
9630270,,Enea Exhenry,,,eneaexhenry@me.com,,List import
10939905,Inactive Investor,Laura Geninatti,,State Farm VP Management Corp. North Richland Hills TX 7510 Davis Blvd,,,Salesforce
9574901,,Verra Mbinglo Aza,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",verra.mbingloaza@tfaconnect.com,773-746-7333,List import
10352594,,Yourry Francois,,,fyourryjunior@icloud.com,,Web Form Fillout
11110296,Inactive Investor,Diego Sarmiento,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",diego.sarmiento@ml.com,,Salesforce
11002113,Inactive Investor,Matthew Brown,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,matthewelijahbrown@primerica.com,,Salesforce
9600314,,Shanon Royal,,,shanon@tfginvest.com,,List import
10801432,Inactive Investor,Dennis Ng,,Goldman Sachs & Co.,dennis.ng@gs.com,,Salesforce
11139479,Inactive Investor,Lucas Giordano,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Woodland CA 431 Cleveland St",lucas.giordano@ampf.com,,Salesforce
11019675,Inactive Investor,Carlyle Sherrill,,United Planners' Financial Services of America A Limited Partner Salisbury NC 1816 E Innes St,,,Salesforce
348929,,Monte Miller,Executive Chairman,"Keystate Advisory, Llc",mmiller@key-state.com,702-598-3738,Manual List Upload
10934130,Inactive Investor,Elia Durso,,"Osaic Wealth, Inc. Hartsdale NY 280 N Central Ave",,,Salesforce
9545201,,Sajid Baig,,,sajidbaig@gmail.com,,List import
10948039,Inactive Investor,Oscar Gaytan,,J.P. Morgan Securities LLC Huntington Beach CA 7830 Edinger Ave,oscar.gaytan@chase.com,,Salesforce
9599013,,Ann Chu,,,ann.chu@moonrisecapital.com,,List import
11043501,Inactive Investor,Lenore Walder,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",lenore.walder@ml.com,,Salesforce
10615606,,Timothy Irvin,Senior Financial Advisor,,tim.irvin@captrust.com,,List Import
10815135,Inactive Investor,Scott Barr,Financial Advisor,Edward Jones Zanesville OH 2609 Bell St,scott.barr@edwardjones.com,,Salesforce
9559564,,MYUNGJAE GO,,,mjisinparis@gmail.com,,List import
10837320,Inactive Investor,Scott Loyek,Chief Investment Officer;Managing Director,Triangle Wealth Management,sloyek@trianglesecurities.com,,Salesforce
9584636,,Sonia Gardner,,,sgardner@avenuecapital.com,,List import
11170626,Inactive Investor,Stafford Hoare,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,stafford.hoare@fidelity.com,,Salesforce
195551,,yossi mizrahi,,[Unknown],joemiz55@gmail.com,,source
10926956,Inactive Investor,Joshua Littlefield,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11029185,Inactive Investor,Christine Banks,,LPL Financial LLC Englewood CO 5299 DTC Blvd,christine.banks@lpl.com,,Salesforce
10896493,Inactive Investor,Mark Kautzman,Financial Advisor,Edward Jones Solon OH 30575 Bainbridge Rd,mark.kautzman@edwardjones.com,,Salesforce
10786874,Inactive Investor,Christian Marinos,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,christian.marinos@fidelity.com,,Salesforce
10768995,Inactive Investor,Wolfgang Doerr,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,wolfgang.doerr@ubs.com,,Salesforce
9625737,,Hyekyung Park,,,hyekyung.park87@gmail.com,,List import
11235586,Inactive Investor,Bryan Lee,Financial Associate,Advisor Partners,blee@advisorpartners.com,,Salesforce
9586149,,Daniel Wolf,,,dwolf@cerberuscapital.com,,List import
10928341,Inactive Investor,Nadia Daoud,,"Ameriprise Financial Services, LLC Farmington MI 35405 Grand River Ave",nadia.daoud@ampf.com,,Salesforce
11071776,Inactive Investor,Derrick Spencer,,"Cambridge Investment Research, Inc. Tulsa OK 6660 S Sheridan Rd",,,Salesforce
10843620,Inactive Investor,Justin Howard,Chief Compliance Officer;Managing Member;Partner,"Howard Wealth Management, LLC",justin@howardwealthmanagement.com,,Salesforce
10978703,Inactive Investor,Alexandra Caraballo,Financial Advisor,Azzendo Wealth Advisors,alexandra.caraballo@cathypareto.com,,Salesforce
10776396,Inactive Investor,David Milowe,Branch Director - Private Client Group and Senior Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",david.milowe@rbc.com,,Salesforce
11219639,,Anona Klabo,,,anona.klabo@ceterafs.com,,Other
10817310,Inactive Investor,Thomas Greenstreet,Financial Representative,"Northwestern Mutual Investment Services, LLC Lewisburg WV 2097 Jefferson St N",tom.greenstreet@nm.com,,Salesforce
10656486,,Harry Rosenberg,,,harry.b.rosenberg@jpmorgan.com,,List Import
10900656,Inactive Investor,William Bender,Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Scranton PA 201 Lackawanna Ave",william.benderii@wellsfargoadvisors.com,,Salesforce
9570686,,Nitame Thomas,,,nitame.thomas@transamerica.com,,List import
11059711,Inactive Investor,Clifford Schader,,NYLIFE Securities LLC Coeur D Alene ID 715 N 4th St,,,Salesforce
11238272,Inactive Investor,Ellenore Baker,,"Carter Advisory Services, Inc",ebaker@cascfm.com,,Salesforce
10604206,,Ed Krisuk,cfp,ameriprise,edkrisuk@gmail.com,7246627556,List Import
11222348,,David Chesir,,,chesird@hallcapmgt.com,,List Import
10980053,Inactive Investor,Jordan Casey,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
11164204,Inactive Investor,Taylor Parkin,Financial Planner,LPL Financial LLC Salt Lake City UT 257 E 200 S,taylor.parkin@lpl.com,,Salesforce
9555055,,AJ Nad,,,ammdrop@gmail.com,,List import
9545741,,Scott Mitchell,,,mitchesc@yahoo.com,,List import
11078219,Inactive Investor,Shanna Deshaies,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",shanna.deshaies@ampf.com,,Salesforce
11006843,Inactive Investor,John Mulichak,,The Huntington Investment Company Akron OH 3 Cascade Plz,,,Salesforce
10858566,Inactive Investor,Jason Soloman,Managing Member;Owner,"Tactical Investment Advisors, LLC",jason@tacticalinvestmentadvisors.com,,Salesforce
11088078,Inactive Investor,Jason Rankin,,Integrated Wealth Concepts LLC Fresno CA 5 E River Park Pl W,,,Salesforce
11203114,Inactive Investor,James McCollom,,Core Advisory Group Charlotte NC 5960 Fairview Rd,,,Salesforce
11236092,Inactive Investor,Allen Claggett,Financial Advisor,"The Holland Group, Retirement Wealth Advisors, LLC",roy@thehollandgrp.com,,Salesforce
10877693,Inactive Investor,Thomas Anderson,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Middletown NY 90 Crystal Run Rd",tanderson11@ml.com,,Salesforce
10851959,Inactive Investor,Maryanne Bessler,Financial Advisor,LPL Financial LLC Lynbrook NY 50 Hempstead Ave,maryanne.bessler@lpl.com,,Salesforce
11061450,Inactive Investor,Henry Thurston,Chief Investment Officer;Chief Risk Officer,"Trinary Capital, LLC",,,Salesforce
10963909,Inactive Investor,Margaret Rogers,,Morgan Stanley Baltimore MD 1201 Wills St,,,Salesforce
9555754,,Robert Buyce,,,bob2112jax@aol.com,,List import
5263462,,sa sa,,,xasocad172@kixotic.com,,Web Form Fillout
10768059,Inactive Investor,Joseph Gallivan,Senior Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",joe.gallivan@raymondjames.com,,Salesforce
10802242,Inactive Investor,David Hum,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,david.hum@morganstanley.com,,Salesforce
10769573,Inactive Investor,Nanette Salley,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",nanette.m.salley-gudaitis@bofa.com,,Salesforce
10645975,,Scott Abbott,,,s.abbott@ubs.com,,List Import
10644161,,Scott Glazer,,,scottglazer@brileywealth.com,,List Import
11014320,Inactive Investor,Soheb Masani,,J.P. Morgan Securities LLC Allen TX 908 W McDermott Dr,soheb.masani@jpmorgan.com,,Salesforce
9581532,,Steve Solano,,,ssolano@cpasllc.com,,List import
10855959,Inactive Investor,Cole Carlson,Investment Committee;Owner;Research Assistant,"NavPoint Financial, Inc.",ccarlson@navpoint-financial.com,,Salesforce
10898210,Inactive Investor,Evan Bergeron,,Citigroup Global Markets Inc.,evan.bergeron@citigroup.com,,Salesforce
11051974,Inactive Investor,Kim Gagnie,,J.P. Morgan Securities LLC Brookfield WI 14900 W Capitol Dr,kim.a.gagnie@jpmorgan.com,,Salesforce
10792854,Inactive Investor,Rana Habib,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,rana.habib@jpmorgan.com,,Salesforce
9639392,,Amy Hill,,,ahill@polkbrosfdn.org,,List import
11233318,Inactive Investor,Michael Hauer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11120730,Inactive Investor,Jackie Chan,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,jchan@ft.newyorklife.com,,Salesforce
10787811,Inactive Investor,Elizabeth Mccoy,Client Associate;Senior Auditor,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",elizabeth.milton@wfadvisors.com,,Salesforce
9567407,,raul gac,,,rg2a7@outlook.es,,List import
10919126,Inactive Investor,Richard Losanno,Investment Advisor;Managing Director;Portfolio Manager;President,"Single Track Financial, Inc.",,,Salesforce
11155242,Inactive Investor,Douglas Shows,Financial Advisor,"Dempsey Lord Smith, LLC",doug.shows@dempseyi.com,,Salesforce
10755837,Inactive Investor,Adam Dobies,Financial Advisor,Edward Jones Pittsburgh PA 5700 Corporate Dr,adam.dobies@edwardjones.com,,Salesforce
10556520,,Guy Shtraichman,,,guy.shtraichman@gmail.com,,Web Form Fillout
10812798,Inactive Investor,Michael Gari,,Edward Jones,michael.gari@edwardjones.com,,Salesforce
11040149,Inactive Investor,William Reifsteck,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",william.f.reifsteck@nm.com,,Salesforce
11018787,Inactive Investor,Reed Griffiths,Financial Advisor;Financial Planning Specialist,Morgan Stanley Glenview IL 2700 Patriot Blvd,reed.griffiths@morganstanley.com,,Salesforce
11254100,Inactive Investor,Paul Reid,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",paul.reid@prudential.com,,Salesforce
9595196,,Christopher Holland,,,cholland@wealthenhancement.com,,List import
11085944,Inactive Investor,Paulasue McClelland,,Cetera Advisor Networks LLC Houston TX 1200 Post Oak Blvd,,,Salesforce
11100715,Inactive Investor,Ryan Wetsel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",ryan_wetsel@ml.com,,Salesforce
10927535,Inactive Investor,Sameer Phadke,,"SCF Securities, Inc.",sphadke@scfsecurities.com,,Salesforce
11046158,Inactive Investor,Robert Stringer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,robert.stringer@ubs.com,,Salesforce
11069858,Inactive Investor,John Vansteenkiste,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,john.vansteenkiste@fmr.com,,Salesforce
10759656,Inactive Investor,Robert Simon,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",robert_simon@ml.com,,Salesforce
10829090,Inactive Investor,Blake Robson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Orlando FL 10917 Dylan Loren Cir",blake.h.robson@ampf.com,,Salesforce
10771411,Inactive Investor,Glenn Schmidt,Financial Advisor,Edward Jones Needville TX 13400 Hwy 36,glenn.schmidt@edwardjones.com,,Salesforce
9621773,,GL Barralet,,,qseed99@gmail.com,,List import
11061354,Inactive Investor,Daryl Christensen,Registered Administrative Associate,LPL Financial LLC Golden CO 1746 Cole Blvd,daryl.christensen@lpl.com,,Salesforce
10837407,Inactive Investor,John Randall,Executive Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,john.p.randall@morganstanley.com,,Salesforce
11195236,Inactive Investor,James Stewart,,"Stifel Independent Advisors, LLC Saint Paul IN Private Residence",stewartj@stifelindependence.com,,Salesforce
10902450,Inactive Investor,Nelob Waiz,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",nelob.waiz@ml.com,,Salesforce
11096674,Inactive Investor,Chris Qualls,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,chris.qualls@fidelity.com,,Salesforce
11149349,Inactive Investor,Linda Nolting,Client Service Associate,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",linda.nolting@raymondjames.com,,Salesforce
10815382,Inactive Investor,Robert Ogden,Financial Advisor,"Golden State Wealth Management, LLC Santa Maria CA 411 E Betteravia Rd",robert.ogden@goldenstatewm.com,,Salesforce
10775795,Inactive Investor,James Wing,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Providence RI 500 Exchange St",jim.wing@rbc.com,,Salesforce
10990284,Inactive Investor,Clayton Frost,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11175144,Inactive Investor,Daniel Bucklew,,"Allstate Financial Services, LLC Springboro OH 6 Sycamore Creek Dr",dbucklew@allstate.com,,Salesforce
10876041,Inactive Investor,Nayeli Hilliker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11191319,Inactive Investor,David Glenn,Financial Professional,"NBC Securities, Inc.",sglenn@nbcsecurities.com,,Salesforce
11052273,Inactive Investor,Adam Silvers,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Charlottesville VA 1759 Worth Park",,,Salesforce
9587856,,Ravi Venigalla,,,ravi_venigalla@yahoo.com,,List import
11008777,Inactive Investor,John Lefferts,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",,,Salesforce
10876752,Inactive Investor,Gerald Granick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9585311,,Matilia Herard Walters,,,matiliaherard@gmail.com,,List import
10836314,Inactive Investor,Blake Jones,Financial Advisor;Senior Vice President,Morgan Stanley Houston TX 717 Texas St,blake.m.jones@morganstanley.com,,Salesforce
9621279,,J Wal,,,asddf@adfdf.com,,List import
10945037,Inactive Investor,Briley Herbster,Financial Advisor,Edward Jones Middlebury IN 111 E Warren St,briley.herbster@edwardjones.com,,Salesforce
9615053,,Mingguo Ma,,,8085328@qq.com,,List import
11113836,Inactive Investor,Christopher Holt,,"Coldstream Securities, Inc.",,,Salesforce
10901336,Inactive Investor,Jillian Allaire,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jillian.allaire@fidelity.com,,Salesforce
11205597,Inactive Investor,James Mengouchian,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",james.mengouchian@ml.com,,Salesforce
10612529,,John Brewster,"Financial Advisor, Managing Director",,john.g.brewster@ampf.com,,List Import
340167,,Justin Williams,ETF Specialist,Invesco,justin.williams@invesco.com,,Event
217129,,Bradley Petersen,,[Unknown],bradley.petersen@jamestownlp.com,,Event
10861853,Inactive Investor,Bradley Moore,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,bradley.moore@fidelity.com,,Salesforce
10986587,Inactive Investor,Lauren Swiger,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lauren.swiger@vanguard.com,,Salesforce
1005386,Inactive Investor,Giles Tulloch,,J. Stern & Co,gtulloch@jsternco.com,,3rd Party Lead Gen
10807346,Inactive Investor,Josephina Reyes,,"Wells Fargo Clearing Services, LLC Middletown DE 310 Dove Run Centre Dr",josephina.reyes@wellsfargoadvisors.com,,Salesforce
11254651,Inactive Investor,Ella Van Kempen,,Evercore Group L.L.C.,,,Salesforce
11136326,Inactive Investor,Ronald Price,,Fidelity Brokerage Services LLC Scarsdale NY Private Residence,,,Salesforce
10648442,,Elizabeth Rohrman,,,elizabeth.rohrman@fmr.com,,List Import
11210183,Inactive Investor,Nancy Monroe,,"Northwestern Mutual Investment Services, LLC Ballston Lake NY 4 Rosell Dr",nancy.monroe@nm.com,,Salesforce
10907009,Inactive Investor,Oscar Ramirez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",oscar.ramirez@schwab.com,,Salesforce
239870,,Wendy Wong,Strategic Marketing Manager,Financial Times Live,wendywyleung15@gmail.com,,Event
10849037,Inactive Investor,Deanna Meyer,Financial Advisor,"Dodds Wealth, LLC Colorado Springs CO 1155 Kelly Johnson Blvd",deanna@doddswealth.com,,Salesforce
10917089,Inactive Investor,Thomas Rouse,,"Calton & Associates, Inc.",thomas.rouse@calton.com,,Salesforce
10896229,Inactive Investor,Steven Derstine,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,steven.derstine@primerica.com,,Salesforce
10973835,Inactive Investor,Matthew Moore,,J.P. Morgan Securities LLC Fishers IN 11610 Olio Rd,matthew.t.moore@chase.com,,Salesforce
371160,,Tim Fox,,United States,timfox1@gmail.com,,source
11046617,Inactive Investor,Erika Speight,Private Wealth Advisor;Vice President,"Synovus Securities, Inc. Saint Simons Island GA 401 Sea Island Rd",erikaspeight@synovus.com,,Salesforce
9638405,,Ann Quinlan,,,aquinlan@saugus-ma.gov,,List import
10898450,Inactive Investor,Matthew Johnson,,"IFP Securities, LLC Hastings NE 109 N Hastings Ave",,,Salesforce
10793992,Inactive Investor,Brian Lockett,Lead Advisor;Vice President,Comprehensive Wealth Management,brianl@comprehensivewealth.com,,Salesforce
11061659,Inactive Investor,Charlotte Duffy,,UBS Financial Services Inc. Wellesley Hills MA 55 William St,charlotte.duffy@ubs.com,,Salesforce
9619109,,John Doux,,,jdoux@pa-investors.com,,List import
10789966,Inactive Investor,James Weinstock,Financial Advisor;Senior Vice President - Investments,"RBC Capital Markets, LLC Darien CT Private Residence",jweinstock@jmsonline.com,,Salesforce
196871,,Mark Winthrop,Managing Member,Winthrop Wealth,mark.winthrop@winthropwealth.com,617-530-1010,Manual List Upload
353198,,Claudio Acosta,Software Engineer,Intersex.mx,claudioav@hotmail.com,,Event
11135310,Inactive Investor,Bryan Malis,Founding Partner;Managing Director;Member,"Altair Advisers, LLC",bmalis@altairadvisers.com,,Salesforce
11083260,Inactive Investor,Morgan Kreiss,Financial Advisor,Commonwealth Financial Network Westborough MA 1700 W Park Dr,mkreiss@commonwealth.com,,Salesforce
9566654,,Joshua Farnsworth,,,joshua.farnsworth@fidelity.com,,List import
10991548,Inactive Investor,Mario Gonzalez-Garcia,,"Sabadell Securities USA, Inc.",,,Salesforce
11192218,Inactive Investor,Jesse Sindorf,Financial Advisor,"IAG Wealth Partners, LLC",jsindorf@iagwealthpartners.com,,Salesforce
11031604,Inactive Investor,Christopher Eberly,,LPL Financial LLC Warsaw IN 2890 Frontier Dr,christopher.eberly@lpl.com,,Salesforce
11165588,Inactive Investor,Jay Desautels,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,jay.desautels@ubs.com,,Salesforce
11009703,Inactive Investor,Edward Kramer,Chief Compliance Officer;Chief Investment Officer;Chief Planning Officer;Senior Financial Advisor,"SSB&T Wealth Management, LLC",ekramer@ssbtexas.com,,Salesforce
11120508,Inactive Investor,Angelica Chevalier,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,angelica.chevalier@fmr.com,,Salesforce
10833606,Inactive Investor,Patrick Foley,Financial Advisor,Edward Jones New London NC 37938 US 52 Hwy N,patrick.foley2@edwardjones.com,,Salesforce
10929044,Inactive Investor,Cole Goodson,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10904651,Inactive Investor,Matthew Kelly,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10787210,Inactive Investor,Andrea White,,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",awhite@bokf.com,,Salesforce
241967,,Robert Pettman,,LPL Financial,robert.pettman@lplfinancial.com,,
11190825,Inactive Investor,Blair Langstroth,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,blair.langstroth@jpmorgan.com,,Salesforce
10846382,Inactive Investor,Sydney Walker,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Barbara CA 206 E Anapamu St",,,Salesforce
9606319,,Mark Pearson,,,mpearson@reliance-financial.com,,List import
10900061,Inactive Investor,William Tesche,Financial Advisor,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",will.tesche@raymondjames.com,,Salesforce
9616657,,DAVID POLAND,,,dpoland@cokerpalmer.com,,List import
9569072,,Yann Chort,,,chort.yann@orange.fr,,List import
11009728,Inactive Investor,Sandra Aleman,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,sandra.aleman@primerica.com,,Salesforce
9549987,,Duane Sun,,,dsun@lakewoodlp.com,,List import
11146208,Inactive Investor,Jeffrey Elorriaga,Client Service Associate;Financial Advisor,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,jeff.elorriaga@morganstanley.com,,Salesforce
9560000,,john Pelosi,,,jpelosi@pwes.com,,List import
10848566,Inactive Investor,Sherry Wolfe,,"Capital Investment Group, Inc. Washington NC 409 W Main St",swolfe@capital-invest.com,,Salesforce
10659791,,Ellen Reed,,,reede@stifel.com,,List Import
347129,,John Supplee,Chief Operating Officer,"Haverford Financial Services, Inc.",jsupplee@haverfordquality.com,610-995-8700,Manual List Upload
10975386,Inactive Investor,Shemeika Stewart,,"Allstate Financial Services, LLC Tucker GA 3836 Lawrenceville Hwy",shemeikastewart@allstate.com,,Salesforce
10875548,Inactive Investor,Lindsey Michaelides,,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",,,Salesforce
10876936,Inactive Investor,Matthew Eichorn,,Sigma Financial Corporation Adrian MI 203 N Broad St,,,Salesforce
62164,,Edmund Dracup,Advisor,"MML Investors Services, LLC",edracup@massmutual.com,610-458-7900,
10645300,,Charles Jensen,,,cjensen@inlandgroup.com,,List Import
9641144,,Susan Mac a?Bhaird,,,smalley58@live.com,,List import
373805,,Ally Hulton,,[Unknown],ahulton@gmail.com,,source
10772902,Inactive Investor,Harold Clark,Chairman,Adirondack Financial Services Corp,,,Salesforce
10797389,Inactive Investor,Tonya Carros,,Robert W. Baird & Co. Incorporated Alpharetta GA 555 N Point Ctr E,,,Salesforce
11086461,Inactive Investor,Maria Lopez,,NYLIFE Securities LLC Palm Beach Gardens FL 7111 Fairway Dr,,,Salesforce
11191438,Inactive Investor,Craig Greenway,Chief Financial Officer;Managing Director;Regulatory Contact,SFMG Wealth Advisors,,,Salesforce
10971780,Inactive Investor,Christopher Marmiani,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11012414,Inactive Investor,Devon Burrell,,"FBL Marketing Services, LLC Leavenworth KS 4501 Commercial Pl",devon.burrell@fbfs.com,,Salesforce
11003537,Inactive Investor,Daniel Fratantoro,Wealth Advisor,Commonwealth Financial Network Whitehall PA 881 3rd St,dfratantoro@commonwealth.com,,Salesforce
9557109,,Todd Kemp,,,todd.kemp@transamerica.com,,List import
10489931,,Alexandra Boyce,Wealth Management Planning Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,alexandra.shepherd@fmr.com,,List Import
10949013,Inactive Investor,Michael McPeek,,"Fortune Financial Services, Inc. Sylvania OH 5800 Monroe St",mrm@fortunefinancialservices.com,,Salesforce
10807070,Inactive Investor,Madison Carter,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Lending Specialist;Senior,Morgan Stanley Denver CO 3033 E 1st Ave,madison.carter@morganstanley.com,,Salesforce
182112,,Matt Robertson,,[Unknown],mrob2006@aol.com,,Other
10937832,Inactive Investor,Benjamin Martinsen,Financial Advisor,Edward Jones Ashland WI 805 Lake Shore Dr W,benjamin.martinsen@edwardjones.com,,Salesforce
9565673,,Lawrence Wiswall,,,jr@tcsfinancial.com,,List import
11054367,Inactive Investor,Robert Rogan,Senior Client Associate,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",robert.rogan@wellsfargoadvisors.com,,Salesforce
10771713,Inactive Investor,Gabrielle French,Wealth Management Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,gabrielle.french@ubs.com,,Salesforce
10929453,Inactive Investor,James Garcia-Greene,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10832986,Inactive Investor,Jacob Layden,Financial Advisor,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,jlayden@rwbaird.com,,Salesforce
9588904,,Omar Khalil,,,okhalil786@gmail.com,,List import
11115862,Inactive Investor,William Osten,,"Farmers Financial Solutions, LLC Glendora CA 355 W Foothill Blvd",,,Salesforce
11139753,Inactive Investor,Ashley Brown,Financial Advisor,Edward Jones Corpus Christi TX 14241 Northwest Blvd,ashley.brown@edwardjones.com,,Salesforce
10792080,Inactive Investor,Ethan Falkove,Managing Director,Neuberger Berman BD LLC,efalkove@nb.com,,Salesforce
11177813,Inactive Investor,Francis Gehman,Financial Advisor;First Vice President,Morgan Stanley Allentown PA 515 Hamilton St,francis.gehman@morganstanley.com,,Salesforce
9632408,,Pan Pan,,,pp2519@columbia.edu,,List import
11173009,Inactive Investor,Thomas Case,,"First Palladium, LLC",,,Salesforce
11207844,Inactive Investor,Fernando Praca,,PFS Investments Inc. West Palm Beach FL 2101 Vista Pkwy,fernando.praca@primerica.com,,Salesforce
11234808,Inactive Investor,George Chazulle,Senior Retirement Advisor,NFP Retirement Inc. Bethesda MD 6500 Rock Spring Dr,george.chazulle@nfp.com,,Salesforce
11209086,Inactive Investor,Bryce Pease,Chief Compliance Officer;Chief Executive Officer;President,Capstone Pacific Investment Strategies,bpease@capstonepacificinc.com,,Salesforce
120126,,Febrianto M ipu,,[Unknown],febriantomipu@protonmail.com,,source
10783070,Inactive Investor,Robert Scott,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,robert.scott@fmr.com,,Salesforce
11114311,Inactive Investor,Daniel Fitzgerald,,Cetera Advisors LLC Fairfield NJ 27 Horseneck Rd,dan.fitzgerald@ceteraadvisors.com,,Salesforce
11016579,Inactive Investor,Christopher King,,"II Technology, LLC",,,Salesforce
9606492,,Steven Beley,,,steven.beley@gmail.com,,List import
11053481,Inactive Investor,Kikelola Adegbesan,,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,kike.adegbesan@morganstanley.com,,Salesforce
9618636,,gregory brown,,,gbrown900@gmail.com,,List import
9632709,,Elizabeth Haenle,,,liz@parkbridgepartners.com,,List import
10930180,Inactive Investor,Chad Miles,,"Osaic Institutions, Inc. Walnut Creek CA 1760 N Broadway",,,Salesforce
11080632,Inactive Investor,Chad Poires,Product Manager,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",chad.poires@equitable.com,,Salesforce
233051,,Arthur Houser -,,Arthur Houser [[Unknown]],arthurhouser@gmail.com,,Direct
11239102,,Jon Curley,,,jon.curley@butcherjosepham.com,,Salesforce
11185888,Inactive Investor,Christopher Provo,,"The Patriot Financial Group, LLC Shrewsbury MA 385 South St",,,Salesforce
10789066,Inactive Investor,Charles Porter,Executive Vice President,"Porter White Investment Advisors, Inc.",kip@pwco.com,,Salesforce
1004929,Inactive Investor,Dan Petrovic,,Koine,dan.petrovic@koine.com,,3rd Party Lead Gen
10950752,Inactive Investor,Jolly Luthra,,NYLIFE Securities LLC Edison NJ 379 Thornall St,jluthra@ft.newyorklife.com,,Salesforce
11142090,Inactive Investor,Candice Mobley,Financial Advisor;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",candice.mobley@ml.com,,Salesforce
10648090,,Deborah Starkman,,,dstarkman@dream.ca,,List Import
11095219,Inactive Investor,Thomas Sagissor,Divisional Director;President;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",thomas.sagissor@rbc.com,,Salesforce
10771331,Inactive Investor,Christopher Smith,,"Northwestern Mutual Investment Services, LLC State College PA 2571 Park Center Blvd",,,Salesforce
10991125,Inactive Investor,Mark Delci,,J.P. Morgan Securities LLC Chandler AZ 1080 W Chandler Blvd,mark.delci@jpmorgan.com,,Salesforce
11174251,Inactive Investor,Annabel Pelaez,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,annabel.pelaez@jpmorgan.com,,Salesforce
10925539,Inactive Investor,Deanna Collier,,"Raymond James & Associates, Inc.",deanna.collier@raymondjames.com,,Salesforce
10907216,Inactive Investor,Kevin Dozier,,Morgan Stanley Alpharetta GA 6655 Town Sq,kevin.dozier@morganstanley.com,,Salesforce
9599170,,Susan Crossan,,,susan@nbscompanies.com,,List import
10781862,Inactive Investor,Scott Meek,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,scott.meek@fidelity.com,,Salesforce
11158023,Inactive Investor,Cheryl Fetzner,,"Voya Financial Advisors, Inc.",cheryl.fetzner@voyafa.com,,Salesforce
11144316,Inactive Investor,Mary Smith,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,mary.smith@lpl.com,,Salesforce
10851624,Inactive Investor,Timothy Pilarski,Executive Director,Morgan Stanley,timothy.pilarski@morganstanley.com,,Salesforce
11149350,Inactive Investor,David Matheny,,"Raymond James & Associates, Inc.",david.matheny@raymondjames.com,,Salesforce
10869020,Inactive Investor,Bradley Lucey,,Huntleigh Securities Corporation Dwight IL 108 E Main St,,,Salesforce
10866859,Inactive Investor,Gary Finnegan,Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",gary.finnegan@ampf.com,,Salesforce
11178962,Inactive Investor,Charles Venable,,"MML Investors Services, LLC Winston Salem NC 3779 Vest Mill Rd",,,Salesforce
10845706,Inactive Investor,Thomas Parker,Financial Advisor;Senior Vice President,OneDigital Investment Advisors Chicago IL 8700 W Bryn Mawr Ave,tom.parker@onedigital.com,,Salesforce
10531841,,Timothy Penkala,President,Pacific West Realty Group,tim@pacificwestrealty.com,619 252-6771,List Import
10825140,Inactive Investor,Carol Mills,Senior Client Associate,"Wells Fargo Clearing Services, LLC Monticello MN 407 Pine St",carol.j.mills@wellsfargo.com,,Salesforce
10819889,Inactive Investor,Christopher Greco,,"Hennion & Walsh, Inc.",cgreco@hennionandwalsh.com,,Salesforce
10912673,Inactive Investor,Christopher Radigan,Partner;Portfolio Manager,Whitney & Company,,,Salesforce
332400,,mike meisterling,,[Unknown],michaelmeisterling@tcomn.com,,
11106596,Inactive Investor,Scott Baird,,Citigroup Global Markets Inc.,scott.w.baird@citi.com,,Salesforce
9593706,,Matthew Romeo,,,mattr@everhartadvisors.com,,List Import
9640542,,Scott Simon,,,ssimon@fppaco.org,,List import
9568206,,NGUYEN TUAN,,,kysutuan1990@gmail.com,,List import
11199498,Inactive Investor,Jason Graffius,Chief Financial Officer;Chief Operating Officer;Portfolio Manager;Regulatory Contact,Toews Asset Management,jgraffius@toewscorp.com,,Salesforce
11043996,Inactive Investor,Jonathan Shayne,Chief Compliance Officer;Chief Manager;Co-President,"Shayne & Jacobs, LLC",,,Salesforce
334237,,Robert Cuculich,"MBA, Financial Advisor","Pinnacle Investments, Llc",rcuculich@pinnacleinvestments.com,315-251-1101,Manual List Upload
10615083,,Eliot Bu,"Financial Advisor, Vice President",,eliot.bu@morganstanley.com,,List Import
10791071,Inactive Investor,Jose Moreno,International Client Advisor;International Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,alberto.moreno@morganstanley.com,,Salesforce
10782335,Inactive Investor,Peter Coopersmith,,Commonwealth Financial Network Waldoboro ME 1030 Gross Neck Rd,pcoopersmith@commonwealth.com,,Salesforce
9626402,,Hae Kwon Chung,,,dejavu5954@gmail.com,,List import
10977898,Inactive Investor,Jared Linton,,J.P. Morgan Securities LLC Norman OK 3600 W Robinson St,jared.linton@jpmorgan.com,,Salesforce
11175724,Inactive Investor,Mark Freeman,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10908303,Inactive Investor,Jordan McLendon,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",jordan.mclendon@raymondjames.com,,Salesforce
10801523,Inactive Investor,Christopher Boesche,Financial Advisor,Wedbush Securities Inc. Seattle WA 601 Union St,christopher.boesche@wedbush.com,,Salesforce
10977353,Inactive Investor,Sean Nicol,,"Osaic Institutions, Inc. Scottsdale AZ 7600 E Doubletree Ranch Rd",,,Salesforce
10849850,Inactive Investor,Andrew Dittberner,Financial Advisor,LPL Financial LLC New Haven MO Private Residence,andrew.dittberner@lpl.com,,Salesforce
10510467,,Leibel Sternbach,,Yields for You,leibel@yields4u.com,,List Import
10834160,Inactive Investor,Jill Syracuse,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",jill.syracuse@ampf.com,,Salesforce
11010745,Inactive Investor,Tazia Paredes,,LPL Financial LLC Tustin CA 15222 Del Amo Ave,tazia.paredes@lpl.com,,Salesforce
9625033,,Tiffany Rainwater,,,tiffanyabrick@gmail.com,,List import
10837897,Inactive Investor,Cindy Van Asperen,,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",cindy.vanasperen@raymondjames.com,,Salesforce
11090581,Inactive Investor,Kelly Boyd,,LPL Financial LLC Macomb MI 45200 Card Rd,kelly.boyd@lpl.com,,Salesforce
37909,,Madison Ernst,Financial Counselor,"The Ayco Company, L.P.",mernst@ayco.com,770-431-0191,
11115384,Inactive Investor,Amber Lagore,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,amber.lagore@fmr.com,,Salesforce
10851728,Inactive Investor,Shannon Ockman,Financial Advisor,Edward Jones Gretna LA 901 Derbigny St,shannon.ockman@edwardjones.com,,Salesforce
9594309,,anthony emanueli,,,emanuelianthony@gmail.com,,List import
10897402,Inactive Investor,Jonathan Cross,Investment Advisor Representative,"Voya Financial Advisors, Inc. Derby KS 124 S Baltimore Ave",jonathan.cross@voyafa.com,,Salesforce
10805243,Inactive Investor,Andi Bai,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,andi.bai@fidelity.com,,Salesforce
11223295,,Calvin Stamps,,,calvin@bretwoodcapitalpartners.com,,List import
337903,,Jill Williams,Trustee,Pinyon Pine Capital Llc,jwilliams@pinyonpinecapital.com,650-776-1190,Manual List Upload
10617967,,Wendy Baum,,,wendy.baum@equitable.com,,List Import
11094370,Inactive Investor,Robert John,,"Wells Fargo Advisors Financial Network, LLC Hazleton PA 8 W Broad St",robert.john@wfafinet.com,,Salesforce
11115321,Inactive Investor,Scott Wharton,,Thurston Springer Financial Carmel IN 12735 Meeting House Rd,,,Salesforce
10847918,Inactive Investor,Gregory Patterson,Chief Executive Officer;Member,"The Advisory Group of San Francisco, LLC",gregory@advisorygroupsf.com,,Salesforce
11164422,Inactive Investor,David Kay,Financial Advisor,"CreativeOne Securities, LLC Exton PA 600 Eagleview Blvd",,,Salesforce
11051521,Inactive Investor,Kelly Graff,Client Service Director,Commonwealth Financial Planners Inc,,,Salesforce
10805581,Inactive Investor,Jeffrey Wallace,,"First Command Brokerage Services, Inc. Oklahoma City OK 5604 SE 67th St",jawallace@firstcommand.com,,Salesforce
9558924,,Michael AziZ,,,drmichaelaziz@gmail.com,,List import
223572,,Frederick Justice,Individual Investor,Individual Investor,frederick.justice@outlook.com,,Event
11168104,Inactive Investor,John Petercuskie,Financial Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,john.petercuskie@morganstanley.com,,Salesforce
10798958,Inactive Investor,Edward Hussey,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",edward.a.hussey@ampf.com,,Salesforce
10761961,Inactive Investor,Casey Arundel,Senior Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,casey.arundel@ubs.com,,Salesforce
10899927,Inactive Investor,Nicole Smit,Assistant Vice President;Investment Advisor,"Providence Wealth Advisors, LLC",nsmit@providencewealth.com,,Salesforce
10754457,Inactive Investor,Carmen Hutchinson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",chutchinson@ml.com,,Salesforce
10774924,Inactive Investor,John Gay,Branch Manager;Managing Director,Stephens Jonesboro AR 2479 Browns Ln,john.gay@stephens.com,,Salesforce
11167578,Inactive Investor,Scott Kimel,,"FNBB Capital Markets, LLC",skimel@bankers-bank.com,,Salesforce
10752758,Inactive Investor,James Grzymkowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",james.grzymkowski@ml.com,,Salesforce
11138234,Inactive Investor,Timothy Roling,,"Voya Financial Advisors, Inc. Metairie LA 2424 Edenborn Ave",tim.roling@voya.com,,Salesforce
10771618,Inactive Investor,Julius Readus,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",julius_readus@ml.com,,Salesforce
9647454,,Gonzalo Bastias,,,basterkeaton@gmail.com,,List import
11050938,Inactive Investor,Robert Smrekar,Financial Advisor,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,bob@bergerfinancialgroup.com,,Salesforce
10819960,Inactive Investor,Gregory Roeder,Co-Portfolio Manager;President;Principal;Regulatory Contact,Adirondack Research & Management Inc.,groeder@adirondackfunds.com,,Salesforce
9571162,,Travis Wellner,,,travis.wellner@pnc.com,,List import
11102515,Inactive Investor,Kari Andrade,Financial Professional,LPL Financial LLC Hillsborough NC 1123 Barred Owl Way,kari.andrade@lpl.com,,Salesforce
11108164,Inactive Investor,Chandler Jean-Jacques,,Goldman Sachs & Co.,,,Salesforce
10944852,Inactive Investor,Patrick Kitson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,patrick_kitson@vanguard.com,,Salesforce
11022663,Inactive Investor,Kristin Gerdvil,Certified Public Accountant;Partner,Turner Wealth Advisory,kristin.gerdvil@turnerfirmga.com,,Salesforce
9557447,,Joshua Daugherty,,,joshuadaugherty75@gmail.com,,List import
10885043,Inactive Investor,Ryan Campbell,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11191069,Inactive Investor,Andrew Hunt,,"Osaic Wealth, Inc.",,,Salesforce
10873782,Inactive Investor,Douglas Cheek,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,"Nevada Retirement Planners, LLC",eric@nvretirementplanners.com,,Salesforce
11017422,Inactive Investor,Patrick Hoey,Financial Advisor,Commonwealth Financial Network Worcester MA 28 Park Ave,phoey@commonwealth.com,,Salesforce
11032915,Inactive Investor,Troy Dossey,,PFS Investments Inc. Overland Park KS 7400 W 132nd St,tdossey@primerica.com,,Salesforce
11105313,Inactive Investor,William LeCorgne,Private Client Banker,"Wells Fargo Clearing Services, LLC Denver CO 400 S Colorado Blvd",,,Salesforce
9622923,,fgdsdfg fdfddffd,,,dfgsdf3434@33sds.com,,List import
11222263,,Jay Jackley,,,jayj@compasscap.com,,List Import
9611556,,Stephanie? Johnson,,,sjohnson@cressetcapital.com,,List import
11031556,Inactive Investor,Stacey Depasquale,Division Leader;Investment Advisor Representative,PFS Investments Inc. Bronx NY 2114 Williamsbridge Rd,sdepasquale@primerica.com,,Salesforce
10615905,,Chelsea Wagers,,,chelsea.wagers@jpmorgan.com,,List Import
11112649,Inactive Investor,Cynthia Williams,,PFS Investments Inc. Vero Beach FL 9035 Americana Rd,cynthia.williams@primerica.com,,Salesforce
10812891,Inactive Investor,Sarah Ricca,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,sarah.ricca@morganstanley.com,,Salesforce
10596225,,nile steigerwald,,,nilesteigerwald@gmail.com,,Web Form Fillout
10489432,,Christofer Yi,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",cyi@tiaa-cref.org,,List Import
11027853,Inactive Investor,Paul Mayer,,LPL Financial LLC Fergus Falls MN 121 E Lincoln Ave,paul.mayer@lpl.com,,Salesforce
11189854,Inactive Investor,Aida Rosas,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",aida.zuniga@ml.com,,Salesforce
10854678,Inactive Investor,Larry Lerman,,"Allstate Financial Services, LLC Audubon NJ 47 E Kings Hwy",larrylerman@allstate.com,,Salesforce
10948712,Inactive Investor,Michael Isaacson,Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",michael.r.isaacson@wellsfargo.com,,Salesforce
11164981,Inactive Investor,Scott Miller,,"Concourse Financial Group Securities, Inc. Boynton Beach FL Private Residence",scott.miller@concoursefinancial.com,,Salesforce
9563354,,Vinod Kashyap,,,vinodkashyap@outlook.com,,List import
10840094,Inactive Investor,Robert Rost,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,robert.rost@fidelity.com,,Salesforce
11126309,Inactive Investor,Tanner Betts,Financial Planning Consultant,"Raymond James & Associates, Inc. Naples FL 8889 Pelican Bay Blvd",tanner.betts@raymondjames.com,,Salesforce
10778882,Inactive Investor,Edwin Rodriguez,,Morgan Stanley New York NY 55 E 52nd St,edwin.rodriguez@morganstanley.com,,Salesforce
10971063,Inactive Investor,Sarah Delahanty,Principal;Senior Financial Advisor,SYM Financial Advisors,sdelahanty@sym.com,,Salesforce
10894413,Inactive Investor,John Newsholme,,"Osaic Wealth, Inc. Matawan NJ 99 Main St",,,Salesforce
11194983,Inactive Investor,Richard Tonetti,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11127803,Inactive Investor,Kacie Wint,,Vanguard Marketing Corporation,kacie_wint@vanguard.com,,Salesforce
10786662,Inactive Investor,Kevin Pierre,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",kevin.pierre@tiaa.org,,Salesforce
9632300,,KeithJan Rosario,,,kjtrosario@gmail.com,,List import
11093913,Inactive Investor,Benjamin Demond,,Edward Jones Belleville IL 23 Public Sq,,,Salesforce
10778207,Inactive Investor,James McCready,Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Canton OH 3951 Convenience Cir NW",,,Salesforce
11027700,Inactive Investor,Aaron Komarek,Financial Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,aaron_komarek@glic.com,,Salesforce
11041148,Inactive Investor,Eduardo Pou Monagas,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
11102982,Inactive Investor,Andrew Hollingsworth,Financial Advisor,LPL Financial LLC Long Beach NY 1009 W Beech St,andrew.hollingsworth@lpl.com,,Salesforce
11077892,Inactive Investor,William Monroe,,"American Global Wealth Management, Inc. Jasper TX 797 W Gibson St",,,Salesforce
10985867,Inactive Investor,Kelly Schnoor,,Purshe Kaplan Sterling Investments Fremont NE 419 Judy Rd,kschnoor@pksinvest.com,,Salesforce
352875,,Prakash Dannie,Controller,Teatro Proscenium Limited Partnership,prakash.dannie@gmail.com,,Event
10991946,Inactive Investor,Clairdemise Stelus-Jeanmarie,,PFS Investments Inc. Union NJ 1767 Morris Ave,cstelus-jeanmarie@primerica.com,,Salesforce
10756922,Inactive Investor,Stephen Rothschild,,"ValMark Securities, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
11010509,Inactive Investor,Jon McConahay,,"Smart Money Group, LLC",jon@smartmoneygroup.net,,Salesforce
10784024,Inactive Investor,Ronald Riebe,Financial Advisor,Edward Jones Westerville OH 912 Eastwind Dr,ron.riebe@edwardjones.com,,Salesforce
10807270,Inactive Investor,Luke Houck,Registered Associate,Morgan Stanley Jackson MI 3101 Spring Arbor Rd,luke.houck@morganstanley.com,,Salesforce
11141980,Inactive Investor,Briana Holt,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11228815,Inactive Investor,Jason Halikias,,Oppenheimer & Co. Inc.,jason.halikias@opco.com,,Salesforce
10857063,Inactive Investor,William Mitchell,Investment Advisor Representative,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,,,Salesforce
3904358,,Waylan Sarkonak,,,wsarkonak@gmail.com,204-330-0565,Web form fillout
11104468,Inactive Investor,Krystal Garcia,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Santa Rosa CA 1049 4th St",krystal.garcia@nm.com,,Salesforce
11089969,Inactive Investor,Samuel Deane,Chief Compliance Officer;Chief Executive Officer;Founder,Deane Wealth Management,samuel@deanewealth.com,,Salesforce
10960530,Inactive Investor,Timothy Ryan,,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",timothy.ryan@equitable.com,,Salesforce
352231,,Jason Arnoldy,Vice President,"Amberjack Capital Partners, L.p.",jarnoldy@intervalecapital.com,281-605-3900,Manual List Upload
9620617,,Adnan Saeed,,,adnan.redz@gmail.com,,List import
10976430,Inactive Investor,Parker Langer,,"SCF Securities, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10804787,Inactive Investor,Marcus Wyner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,marcus.wyner@fidelity.com,,Salesforce
10778165,Inactive Investor,Joli Altshule,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,joli.altshule@gs.com,,Salesforce
11210349,Inactive Investor,Drew Dodson,Financial Advisor,Edward Jones Nampa ID 176 2nd St S,drew.dodson@edwardjones.com,,Salesforce
11023803,Inactive Investor,Lynn McCarty,,"Cambridge Investment Research, Inc. Whitestown IN Private Residence",,,Salesforce
10881642,Inactive Investor,Amy Million,,"Osaic Wealth, Inc. Norman OK Private Residence",,,Salesforce
11153117,Inactive Investor,Clayton Knutsen,Wealth Planning Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,clayton.knutsen@ubs.com,,Salesforce
10960565,Inactive Investor,Adam Tait,Wealth Planning Associate,UBS Financial Services Inc. San Francisco CA 555 California St,adam.tait@ubs.com,,Salesforce
10839566,Inactive Investor,Martin Alfieri,,"Trustmont Financial Group, Inc. Monroeville PA 111 Whitehead Ln",,,Salesforce
11171438,Inactive Investor,Matthew Rufkahr,,"Cornerstone Wealth Management, LLC Washington MO 1451 High St",,,Salesforce
10878726,Inactive Investor,Michael Watts,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_watts@vanguard.com,,Salesforce
10784895,Inactive Investor,Donald Blair,,"Raymond James & Associates, Inc.",,,Salesforce
11005168,Inactive Investor,Joseph Hart,Financial Advisor;Lead Advisor;Tax Manager,"West Financial Advisors, L.L.C.",,,Salesforce
222051,,B B,,[Unknown],jackchudacoff@gmail.com,,
10889822,Inactive Investor,Steven Jensen,Chief Compliance Officer;Owner;President,Vast Investments,,,Salesforce
9542489,,Atul Bhave,,,atulbhave@gmail.com,,List import
10959941,Inactive Investor,John Lindberg,Financial Planner,Strategic Wealth Group,,,Salesforce
11041316,Inactive Investor,Rosana Tang,,"Wells Fargo Clearing Services, LLC Fairless Hills PA 499 S Oxford Valley Rd",rosana.s.tang@wellsfargo.com,,Salesforce
11124547,Inactive Investor,Merry-Ellen Bryers,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 9220 Bass Lake Rd,merry-ellen.bryers@thrivent.com,,Salesforce
10807681,Inactive Investor,Isaac Morales,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",isaac.morales@ml.com,,Salesforce
11148957,Inactive Investor,John Mickelsen,Financial Advisor,Thrivent Investment Management Inc. Viroqua WI 121 E Terhune St,john.mickelsen@thrivent.com,,Salesforce
10973240,Inactive Investor,Cynthia Nwaubani,,HSBC Securities (USA) Inc. Dallas TX 14241 Dallas Pkwy,,,Salesforce
9621326,,Beverly Camhe,,,beverly.camhe@verizon.net,,List import
11098559,Inactive Investor,Johnathan Edgeller,,J.P. Morgan Securities LLC Houston TX 600 Travis St,johnathan.edgeller@jpmorgan.com,,Salesforce
10997972,Inactive Investor,John Luzzo,,"Allstate Financial Services, LLC Midlothian IL 4653 147th St",,,Salesforce
9603055,,Sean Kinsella,,,sean_kinsella@otpp.com,,List import
11101389,Inactive Investor,David Wechsler,,State Farm VP Management Corp. Edmond OK 213 S Broadway,,,Salesforce
10897266,Inactive Investor,Kenneth Tooke,,"Northwestern Mutual Investment Services, LLC Malad City ID 4940 S 4700 W",kenneth.tooke@nm.com,,Salesforce
50477,,Lance Hamman,Financial Associate,Thrivent Investment Management Inc.,lance.hamman@thrivent.com,605-432-4132,
10977205,Inactive Investor,Benjamin Urich,,NYLIFE Securities LLC Ickesburg PA 7478 Veterans Way,burich@ft.newyorklife.com,,Salesforce
10482017,,min seok oh,,,lmavc@naver.com,,Web form fillout
10613621,,Gabriel Cooperman,"Financial Advisor, Senior Vice President - Wealth Management",,gabriel.cooperman@ubs.com,,List Import
9644842,,Jack A Burr,,,jackburrjr@gmail.com,,List import
11068623,Inactive Investor,Joshua Pena,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,joshua.pena@fidelity.com,,Salesforce
332774,,Jay Ratterman,,Paragon Capital Management,jratterman@pcm-net.com,,
11092746,Inactive Investor,Linda Behanish,,"Principal Securities, Inc.",behanish.linda@principal.com,,Salesforce
9548024,,Hoan Taussig,,,hoan.taussig@timothyfinancial.com,,List import
11163143,Inactive Investor,Fong Her,,"Capital Management Securities, Inc.",fong.her@cap-mgt.com,,Salesforce
11161164,Inactive Investor,Dale Mancuso,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,dale.mancuso@citi.com,,Salesforce
11082617,Inactive Investor,Justin Chamberlain,Associate,Edward Jones Chandler AZ 290 W Chandler Heights Rd,,,Salesforce
10909199,Inactive Investor,Judy Benyshek,,"Raymond James Financial Services, Inc. Fort Worth TX 4200 S Hulen St",judy.benyshek@raymondjames.com,,Salesforce
10824665,Inactive Investor,Lionel Desbordes,Financial Advisor,Edward Jones Highland MD 13366 Clarksville Pike,lionel.desbordes@edwardjones.com,,Salesforce
10920929,Inactive Investor,Edward Gomez,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,edward.gomez@primerica.com,,Salesforce
11209613,Inactive Investor,Jarrod Elvis,Financial Advisor,Edward Jones Mount Pleasant SC 3660 Bessemer Rd,trenton.elvis@edwardjones.com,,Salesforce
11042935,Inactive Investor,John Monaco,,"Avantax Investment Services, Inc. Patterson NY 2190 Rte 22",,,Salesforce
210731,,Marianela Contreras,,[Unknown],mcleamus@gmail.com,,Paid Search
11146682,Inactive Investor,Carlo Licata,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,carlo.licata@morganstanley.com,,Salesforce
10917701,Inactive Investor,William Dutra,,Cetera Advisor Networks LLC Orlando FL 1615 Edgewater Dr,,,Salesforce
10926404,Inactive Investor,Jackson Haas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jackson.haas@fmr.com,,Salesforce
9582955,,Christopher Petty,,,chris.petty@voyafa.com,,List import
11121022,Inactive Investor,Daniel Lewis,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10797864,Inactive Investor,Matthew Cox,Financial Advisor,Edward Jones Arvada CO 7850 Vance Dr,matt.cox@edwardjones.com,,Salesforce
10915516,Inactive Investor,Robert Brown,Managing Partner,"Transcend Capital Advisors, LLC Madison NJ 175 Park Ave",bbrown@transcendcapital.com,,Salesforce
11105558,Inactive Investor,William Litchfield,Financial Advisor,"Raymond James & Associates, Inc. Greenville NC 2635 Charles Blvd",william.litchfield@raymondjames.com,,Salesforce
9568714,,Michael Clinton,,,mclinton@bamadvisor.com,,List import
10858989,Inactive Investor,Cameron Roman,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",cameron.roman@bofa.com,,Salesforce
11026033,Inactive Investor,Sheila Sutton,,PFS Investments Inc. Houston TX 411 N Sam Houston Pkwy E,ssutton.73ayl@primerica.com,,Salesforce
10779832,Inactive Investor,Jeffrey Dinard,Financial Advisor,"Ameriprise Financial Services, LLC Youngstown OH 7010 South Ave",jeffrey.m.dinard@ampf.com,,Salesforce
9540498,,Matthew Bishop,,,mbishop@corescientific.com,,List Import
11026122,Inactive Investor,Marcus Bryant,,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,marcus.bryant@primerica.com,,Salesforce
10662267,,George Maroudas,,,george@pmgwealth.com,,List Import
11084742,Inactive Investor,Michael Malott,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
237605,, -,,[[Unknown]],a.tolotti@timefamilyoffice.uk,,
10971445,Inactive Investor,Alejandro Rodriguez,,"Vicus Capital, Inc. Miami FL 1 Alhambra Plz",,,Salesforce
10892605,Inactive Investor,Catherine Maynard,,"Ameriprise Financial Services, LLC Greensboro NC 3608 W Friendly Ave",catherine.maynard@ampf.com,,Salesforce
10967245,Inactive Investor,John Escobar,,MWA Financial Services Inc. Maumee OH 110 E Dudley St,john.a.escobar@mwarep.org,,Salesforce
10952889,Inactive Investor,Ashley Lewis,,Goldman Sachs & Co.,,,Salesforce
10963447,Inactive Investor,Michael Osamor,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11074857,Inactive Investor,Jaime Graham,Chief Compliance Officer,"Phil A. Younker & Associates, Ltd.",jgraham@pyounker.com,,Salesforce
10972262,Inactive Investor,Jennifer Davis,Financial Advisor;Vice President,"Relative Value Partners, LLC Nashotah WI Private Residence",,,Salesforce
10842304,Inactive Investor,Michael Brcic,,B. Riley Wealth Management Spring TX 1780 Hughes Landing Blvd,,,Salesforce
9541731,,Kevin Malone,,,kevin@greenrockresearch.com,,List import
11179603,Inactive Investor,Ralph Poling,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",ralph.poling@wellsfargoadvisors.com,,Salesforce
11072573,Inactive Investor,Christopher Yungstrom,Financial Advisor,Edward Jones Arvada CO 5460 Ward Rd,chris.yungstrom@edwardjones.com,,Salesforce
10969262,Inactive Investor,Grant Walker,,"Truist Investment Services, Inc. Lancaster PA 1570 Manheim Pike",grant.walker@truist.com,,Salesforce
11115174,Inactive Investor,Brian Mulchrone,Officer;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",brian.mulchrone@ml.com,,Salesforce
10854636,Inactive Investor,Jacob Becker,Financial Consultant,"Charles Schwab & Co., Inc. Germantown WI W182N9606 Appleton Ave",jacob.becker@schwab.com,,Salesforce
10801861,Inactive Investor,Steven Thagard,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",steve.thagard@nm.com,,Salesforce
9543973,,Cheng Yeoh,,,cheng.yeoh@transamerica.com,,List import
11193993,Inactive Investor,Lee Bowman,,"VALIC Financial Advisors, Inc. Bryan TX 3000 Briarcrest Dr",,,Salesforce
10801880,Inactive Investor,John Bradburn,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",john_k_bradburn@ml.com,,Salesforce
9564172,,Michelle Burch,,,michelle.burch@53.com,,List import
10888750,Inactive Investor,Michael Arko,Chief Portfolio Officer;Principal,Sonora Investment Management Phoenix AZ 11220 N Tatum Blvd,marko@invmgmt.com,,Salesforce
9581640,,Christopher O'Neill,"Chief Executive Officer, President","Hilton Capital Management, LLC",oneillc@hiltoncm.com,,List import
10892853,Inactive Investor,Kim Emperato,Wealth Advisor,LPL Financial LLC Auburn NY 311 Grant Avenue Rd,kim.emperato@lpl.com,,Salesforce
10957972,Inactive Investor,Kathleen Mcclain,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10865146,Inactive Investor,Julian Garza,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10613430,,Donald Vassallo,"First Vice President, Senior Consultant, Senior Financial Advisor",,don_vassallo@ml.com,,List Import
10784607,Inactive Investor,John Kelley,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Northfield NJ 376 Tilton Rd,john.kelley@morganstanley.com,,Salesforce
11048733,Inactive Investor,Kevin Manning,Chief Compliance Officer;Founding Partner;Managing Partner,Stone Pine Financial Partners,kmanning@stonepinefinancial.com,,Salesforce
10835699,Inactive Investor,Joanne Carlos Bennett,Financial Advisor,Edward Jones Patchogue NY 180 E Main St,jo.bennett@edwardjones.com,,Salesforce
10958018,Inactive Investor,Philip Chiaraluce,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10758253,Inactive Investor,John Ogden,Financial Advisor;Portfolio Manager;Senior Director - Investments,Oppenheimer & Co. Inc. Carlsbad CA 2121 Palomar Airport Rd,brian.ogden@opco.com,,Salesforce
11074006,Inactive Investor,Maeghaen Eley,Client Service Associate,Davenport & Company LLC Kilmarnock VA 141 Technology Park Dr,,,Salesforce
10906035,Inactive Investor,Alexandra Geiger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11101231,Inactive Investor,Garrett Cunningham,,Commonwealth Financial Network Upland CA 1425 W Foothill Blvd,gcunningham@commonwealth.com,,Salesforce
10929374,Inactive Investor,Gary Hayenga,,LPL Financial LLC Ames IA 1509 Baltimore Dr,gary.hayenga@lpl.com,,Salesforce
9637349,,Brian Wargon,,,wargonews@gmail.com,,List import
9624125,,Philipp Racher,,,philippracher@gmx.at,,List import
9583855,,Soheil Mohammadi,,,sedmohsen65@gmail.com,,List import
10961751,Inactive Investor,Bradley Weemhoff,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
11175856,Inactive Investor,Scott Fontaine,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,sfontaine@ft.newyorklife.com,,Salesforce
218567,,marvin durall,,[Unknown],marv@mdyak.com,,Direct
11192995,Inactive Investor,Thiago Queiroz,,Bolton Global Capital Miami Beach Fl Private Residence,tqueiroz@boltonglobal.com,,Salesforce
10849736,Inactive Investor,Frank Esposito,,LPL Financial LLC Middletown NJ Private Residence,frank.esposito@lpl.com,,Salesforce
10935491,Inactive Investor,Katherine Wright,,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,,,Salesforce
9611290,,JAYKYEONG KIM,,,kjk895@gmail.com,,List import
10763985,Inactive Investor,Edward Naylor,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",edward_naylor@ml.com,,Salesforce
10795606,Inactive Investor,Carrie Exley,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 4115 26th St NW",carrie.exley@ampf.com,,Salesforce
226927,, -,,[[Unknown]],apsolsource2018@gmail.com,,Advertising
9617135,,Alex Leonard,,,alex.lowell.leonard@gmail.com,,List import
194593,,Gordon Kuper,,[Unknown],gordon@kuper.co.il,,source
10753699,Inactive Investor,David Price,Managing Partner,Navis Wealth Advisors LLC,,,Salesforce
9636228,,Arun Muralidhar,,,contactus@alphaengine.net,,List import
9641914,,Jennifer White,,,jenniferwhite5150@gmail.com,,List import
9563755,,Stephen Bennett,,,sbennett@bganyc.com,,List import
10920397,Inactive Investor,Alia Rea,Financial Advisor,Edward Jones Maitland FL 587 Ruby Ct,alia.fareed@edwardjones.com,,Salesforce
10931329,Inactive Investor,Adam Bauer,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Austin TX 13341 W Hwy 290,adam.bauer@thrivent.com,,Salesforce
9609447,,Carlos Bueno Horcajo,,,carlos.bueno.horcajo@gmail.com,,List import
11023406,Inactive Investor,Kole Harms,,"OneAmerica Securities, Inc. Lafayette CO 1363 Horizon Ave",,,Salesforce
10859785,Inactive Investor,Kimberly Jerger,,Colliers Securities LLC Fargo ND 3170 43rd St S,kimberly.jerger@colliers.com,,Salesforce
9581058,,Greg Lester,,,gregory.lester@lpl.com,,List import
10757063,Inactive Investor,Kristopher Judd,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kristopher.judd@ml.com,,Salesforce
201523,,Charles Bragan,,Retired,hank3427@yahoo.com,2056551207,
184529,,David Estatico,Private Wealth Advisor,Lincoln Financial Advisors Corporation,dave.estatico@lfg.com,,
341665,,Pamela Hagan,"Director, Estate, Trust Services Division","Rivercities Asset Management, Llc",phagan@rineyhancock.com,270-926-4540,Manual List Upload
11120014,Inactive Investor,Ronald Scanlan,,LPL Financial LLC Shawano WI 101 N Main St,ronald.scanlan@lpl.com,,Salesforce
10827337,Inactive Investor,John Guernsey,Financial Advisor,Edward Jones Beatrice NE 550 Sargent St,john.guernsey@edwardjones.com,,Salesforce
9598841,,William Ogrady,,,bogrady@confluenceim.com,,List import
2847293,,Manuel Hendricks,,,mervinhendricks9@gmail.com,,
11007649,Inactive Investor,Lori Brabham,Financial Advisor,GWN Securities Inc. Pensacola FL Private Residence,lbrabham@gwnsecurities.com,,Salesforce
10658067,,Gregory Smith,,,gregory.smith@investment-planners.com,,List Import
11085810,Inactive Investor,Lance Hubeny,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",lance.hubeny@ampf.com,,Salesforce
9584555,,Jean Neustadt,,,jneustadt@uscallc.com,,List import
11164020,Inactive Investor,Howard Kibrick,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",hkibrick@hallidayfinancial.com,,Salesforce
9611245,,Shang Wang,,,barrywang@gmail.com,,List import
11096602,Inactive Investor,Heather Bell,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,heather.bell@fmr.com,,Salesforce
10975033,Inactive Investor,Randy Wong,,"Allstate Financial Services, LLC Costa Mesa CA 1525 Mesa Verde Dr E",randywong@allstate.com,,Salesforce
230594,, -,,[[Unknown]],amg@paircoin.us,,Initial Salesforce Import
11199479,Inactive Investor,Nuozhou Tang,,Oppenheimer & Co. Inc.,,,Salesforce
11052760,Inactive Investor,Wade Egmon,Senior Financial Advisor,Goodman Financial Corporation,wegmon@goodmanfinancial.com,,Salesforce
11033987,Inactive Investor,Latyja Backmon,,PFS Investments Inc. Newport News VA 827 Diligence Dr,lbackmon@primerica.com,,Salesforce
11028227,Inactive Investor,Samantha Mansour,,J.P. Morgan Securities LLC Northbrook IL 2801 Dundee Rd,samantha.mansour@jpmorgan.com,,Salesforce
11081074,Inactive Investor,Kristen Ellis,Senior Manager,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",kristen.ellis@raymondjames.com,,Salesforce
350403,,John Nobile,,John Nobile,jnobile@bellsouth.net,561-900-7177,Initial Salesforce Import
10925264,Inactive Investor,Joshua Engels,Financial Advisor,LPL Financial LLC Erie PA 800 State St,joshua.engels@lpl.com,,Salesforce
351762,,Gary Dunchus,International Equity Sales,Merriman,gdunchus@merriongroup.net,800-423-4893,Manual List Upload
10976346,Inactive Investor,Jennifer Dufore,,State Farm VP Management Corp. Jacksonville NC 1368 Piney Green Rd,jenniferdufore@statefarm.com,,Salesforce
11006942,Inactive Investor,Rachel Sampl,,"LPL Enterprise, LLC",,,Salesforce
10997866,Inactive Investor,Yashira Avendano,,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,,,Salesforce
11162461,Inactive Investor,Karen Lemke,Financial Advisor,Edward Jones Providence RI 469 Angell St,karen.brunnerlemke@edwardjones.com,,Salesforce
10880099,Inactive Investor,Nicholas Withington,,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",nicholas.withington@schwab.com,,Salesforce
10786144,Inactive Investor,Derek Gadbois,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,derek.gadbois@fidelity.com,,Salesforce
336925,,Matthew Hammer,Municipal Advisor,Ehlers,mhammer@ehlers-inc.com,800-717-9742,Manual List Upload
11027275,Inactive Investor,Michael Stenach,Senior Vice President,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",michael.stenach@equitable.com,,Salesforce
11175346,Inactive Investor,Meeshan Reid,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",meeshan.reid@ampf.com,,Salesforce
11034078,Inactive Investor,John Smith,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
11025501,Inactive Investor,Kevin Martin,,The O.N. Equity Sales Company Los Angeles CA 1990 S Bundy Dr,,,Salesforce
10508534,,John Bahamas,,,tojalar518@cubene.com,,Web Form Fillout
335564,,Murray Karp,Chief Financial Officer And Chief Operating Officer,Ecp,mkarp@ecpartners.com,973-671-6100,Manual List Upload
350154,,Betty Bartolotta,Investment Assistant,Novem Group,bbartolotta@novemgroup.com,585-348-9525,Manual List Upload
11234822,Inactive Investor,Michael Lombardo,Partner;Wealth Advisor,"Perigon Wealth Management, LLC Westport CT 225 Main St",,,Salesforce
350190,,Betsy Cummings,Executive Assistant,"Nautic Partners, Llc",bcummings@nautic.com,401-278-6770,Manual List Upload
11108072,Inactive Investor,Nicholas Porfyris,,"Equitable Advisors, LLC Astoria NY 22-08 35th St",nicholas.porfyris@equitable.com,,Salesforce
9565452,,Lindsay Ash,,,rondsay@live.com,,List import
11189610,Inactive Investor,George Puliafico,,"Raymond James Financial Services, Inc. Walpole MA 944B Main St",george.puliafico@raymondjames.com,,Salesforce
10832915,Inactive Investor,Richard Salerno,,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",salernor@stifel.com,,Salesforce
11045731,Inactive Investor,Donald Magdon,,LPL Financial LLC Phoenix AZ 1137 E Redfield Rd,donald.magdon@lpl.com,,Salesforce
10806636,Inactive Investor,Louis Gasbarra,Vice President - Investments,"Raymond James & Associates, Inc. Oklahoma City OK 3121 Quail Springs Pkwy",louis.gasbarra@raymondjames.com,,Salesforce
9597296,,Robert Pulit,,,rpulit@valleybrookcg.com,,List import
10987839,Inactive Investor,Susan Sturm,Securities Principal,MWA Financial Services Inc.,susan.sturm@modern-woodmen.org,,Salesforce
11019063,Inactive Investor,Adrian Gonzalez,,Lincoln Investment Sugar Land TX 77 Sugar Creek Center Blvd,agonzalez@lincolninvestment.com,,Salesforce
11100971,Inactive Investor,Sharon Gleckner,Financial Consultant,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",sharon.gleckner@wellsfargoadvisors.com,,Salesforce
10763854,Inactive Investor,James Kropog,Chief Compliance Officer;President,"Kropog Financial Group, LLC",jim@kropogfinancialgroup.com,,Salesforce
337134,,Brian Altenburg,Partner,Highmore Group,brian.altenburg@highmore.com,212-255-2221,Manual List Upload
10856468,Inactive Investor,Robert Bergstrom,Owner,Robert Bergstrom,,,Salesforce
9631434,,Kellie Farfan,,,kelliearlenefarfan@hotmail.fr,,List import
11177975,Inactive Investor,Paul Twum,,J.P. Morgan Securities LLC Jacksonville FL 1515 Atlantic Blvd,paul.twum@chase.com,,Salesforce
9575588,,Henry Mulvihill,"Director, Senior Wealth Advisor","Smith Anglin Financial, LLC",hmulvihill@smithanglin.com,,List import
145546,,Brent Burghdorf,,[Unknown],brent@imprint.la,,source
11004145,Inactive Investor,Brad Allphin,,"Avantax Investment Services, Inc. Gresham OR 151 SE 223rd Ave",,,Salesforce
11234440,Inactive Investor,Joshua Sheng,Client Service Associate,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,,,Salesforce
11156676,Inactive Investor,Edward Edelman,Financial Advisor,Morgan Stanley Palm Beach Gardens FL Private Residence,edward.edelman@morganstanley.com,,Salesforce
10809462,Inactive Investor,Sharon Pugh,Investment Advisor,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",sharon.pugh@wellsfargoadvisors.com,,Salesforce
10760193,Inactive Investor,Michael Hyat,,"Independent Financial Group, LLC San Diego CA 12730 High Bluff Dr",michael@accessws.com,,Salesforce
10944245,Inactive Investor,Oscar Gaytan,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,ogaytan@primerica.com,,Salesforce
10881409,Inactive Investor,George Flagg,,Citigroup Global Markets Inc.,,,Salesforce
333237,,Scott Burg,,CIBC Atlantic Trust,sburg@cibcatlantictrust.com,,Manual List Upload
9556235,,Brian Pang,,,brian.pang7@gmail.com,,List import
11148052,Inactive Investor,Yvonne Cabral,,LPL Financial LLC Houston TX 925 W 12th St,,,Salesforce
11177826,Inactive Investor,Carissa Morganstein,Advisor;Managing Director,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,cmorganstein@rockco.com,,Salesforce
10889830,Inactive Investor,Warren Church,,"Cambridge Investment Research, Inc. Olathe CO 60352 Gunnison Rd",,,Salesforce
11005788,Inactive Investor,Mitchell King,,"FBL Marketing Services, LLC Washington IA 427 Hwy 1 and 92 N",mitchell.king@fblfinancial.com,,Salesforce
10834765,Inactive Investor,Janet Mlynar,Financial Advisor,LPL Financial LLC Napa CA 1141 Division St,janet.mlynar@lpl.com,,Salesforce
11140148,Inactive Investor,James Birle,,Evercore Group L.L.C.,birle@evercore.com,,Salesforce
10785290,Inactive Investor,Peter Stankovich,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Bellevue WA 929 108th Ave NE",pstankovich@tiaa.org,,Salesforce
9599700,,Alex Pollard,,,alex.pollard@thinkingbeyond.com,,List import
11201556,Inactive Investor,David Erb,Chief Executive Officer;Managing Director,"Merrion Investment Management Co, LLC",erb@merriongroup.net,,Salesforce
9599343,,Peter Roe,President,Rtw Financial Advisors Inc,peter@rtwfa.com,,List import
11005417,Inactive Investor,Daniel Vaughn,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",,,Salesforce
10800844,Inactive Investor,Kathryn Pratt,Senior Client Service Associate,Morgan Stanley Easton MD 28601 Marlboro Ave,k.reed@morganstanley.com,,Salesforce
11223175,,James Proppe,,,james.proppe@plantemoran.com,,List Import
9611328,,Lai Kian Goh,,,laikian@hotmail.com,,List import
10915005,Inactive Investor,Joseph Suozzo,Financial Advisor,LPL Financial LLC Bedford NH 1 Bedford Farms Dr,joseph.suozzo@lpl.com,,Salesforce
334987,,Chaim Munk,Shareholder,Portfolio Strategies Inc Ny,cmunk@portfoliostrategiesinc.com,201-571-4100,Manual List Upload
10788614,Inactive Investor,Michael Olsen,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
10761987,Inactive Investor,Megan Ballogdajan,Team Administrator,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,megan.boon@ubs.com,,Salesforce
10926760,Inactive Investor,Thomas Armstrong,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
9603712,,Rondolph McDonald,,,rudymac58@gmail.com,,List import
10930776,Inactive Investor,Ronald Moreland,,State Farm VP Management Corp. Springfield IL 1315 Wabash Ave,,,Salesforce
10860396,Inactive Investor,Wendell Francis,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,wendell.francis@primerica.com,,Salesforce
11094793,Inactive Investor,Steven Ellis,Chief Compliance Officer;Founder;President,Colorado Capital Management,steve@coloradocap.com,,Salesforce
10886096,Inactive Investor,Katherine Behrens,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
11093749,Inactive Investor,Mary Briscoe,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 2660 Eastchase Ln",slatonm@stifel.com,,Salesforce
9583544,,Erik Renaud,,,e.renaud@fi.com,,List import
11035602,Inactive Investor,Jenna Poore Johnsen,Financial Advisor;Senior Vice President,Morgan Stanley Reading PA 1350 Broadcasting Rd,jenna.poore@morganstanley.com,,Salesforce
10657549,,Maciej Goraj,,,maciej.goraj@primerica.com,,List Import
10885899,Inactive Investor,Nicholas Rose,Co-Founder;Financial Planner;Managing Member,"TrailWise Financial Partners, LLC Lakewood CO 1536 Cole Blvd",nick@trailwisefp.com,,Salesforce
11016728,Inactive Investor,Benjamin Oxley,,William Blair,boxley@williamblair.com,,Salesforce
10799324,Inactive Investor,Shirley Smith,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",shirley_smith@ml.com,,Salesforce
11092217,Inactive Investor,Neil Nakamura,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",neil.nakamura@wellsfargoadvisors.com,,Salesforce
9626287,,Addo Wilford,,,addowilford87@gmail.com,,List import
10938898,Inactive Investor,Michael Parsons,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11201373,Inactive Investor,Theodore Carol,,"Raymond James Financial Services, Inc. Manheim PA 1 Market Sq",theodore.carol@raymondjames.com,,Salesforce
10773395,Inactive Investor,Michael Giavanti,Area Manager;Executive Director,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",michael.giavanti@wellsfargoadvisors.com,,Salesforce
11053168,Inactive Investor,Michael Miller,Chief Investment Officer;President;Principal,"Wellesley Asset Management, Inc.",mmiller@wellesleyinvestment.com,,Salesforce
11038982,Inactive Investor,Matthew Wells,Senior Financial Advisor,"First Horizon Advisors, Inc. Houston TX 11 Greenway Plz",matthew.wells@firsthorizon.com,,Salesforce
11201950,Inactive Investor,George Bryant,,PFS Investments Inc. Richmond KY 210 Saint George St,george.bryant@primerica.com,,Salesforce
149907,,Hsiao May Ngo,,[Unknown],hsiaomay.ngo@gmail.com,,Webinar
11026344,Inactive Investor,Jeff Stewart,,"FBL Marketing Services, LLC Storm Lake IA 1707 Lake Ave",jeff.stewart@fbfs.com,,Salesforce
10760121,Inactive Investor,Ryan Noonan,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,ryan.noonan@fidelity.com,,Salesforce
9642441,,Jeffrey Friedman,,,jpf1227@gmail.com,,List import
10667160,,Kevin Tanaka,,,kevin@cornercapitalmgmt.com,,Web Form Fillout
10987362,Inactive Investor,Nelson Keefer,,GWN Securities Inc. Altamonte Springs FL 220 E Central Pkwy,nkeefer@gwnsecurities.com,,Salesforce
11111799,Inactive Investor,William Garber,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,william.garber@ubs.com,,Salesforce
11036781,Inactive Investor,Anna Lawless,,"FBL Marketing Services, LLC Independence KS 217 W Myrtle St",anna.lawless@fbfs.com,,Salesforce
10878922,Inactive Investor,TJ Lim,,J.P. Morgan Securities LLC New York NY 277 Park Ave,tj.lim@jpmorgan.com,,Salesforce
11069093,Inactive Investor,Eric Hutchinson,Principal,Commonwealth Financial Network Avon CT 195 W Main St,ehutchinson@commonwealth.com,,Salesforce
11151597,Inactive Investor,Sagar Gandhi,Private Banker,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,,,Salesforce
11179631,Inactive Investor,Paul Westphal,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",paul.westphal@rbc.com,,Salesforce
10960671,Inactive Investor,Juan Zaragoza,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10764729,Inactive Investor,Robert Simeone,,LPL Financial LLC Cranston RI 653 Atwood Ave,robert.simeone@lpl.com,,Salesforce
9550865,,tim kemland,,,timkemland@gmail.com,,List import
9578395,,edward jones,,,ejones@landseaair-nc.com,,List import
9586242,,Jason Merritt,,,j.merritt@fi.com,,List import
10810746,Inactive Investor,Burton Carlson,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Troy MI 101 W Big Beaver Rd,burton.carlson@morganstanley.com,,Salesforce
339325,,Timothy Notaro,"First Vice President, Investments",Wintrust Investments,tnotaro@whummer.com,312-431-1700,Manual List Upload
10988150,Inactive Investor,Emily Bustraan,,"Regulus Financial Group, LLC",,,Salesforce
10940068,Inactive Investor,Jessica Wilbanks-Thompson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jessica_wilbanks-thompson@vanguard.com,,Salesforce
9607757,,Robert Cheddar,,,cheddarr@pfm.com,,List import
10866219,Inactive Investor,Michael Murray,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,mike.murray@primerica.com,,Salesforce
94142,,Patrick Shane,Chief Compliance Officer & Deputy General Counsel,Garda Capital Partners,patrick.shane@gardacp.com,612-330-4900,Manual List Upload
10961565,Inactive Investor,William Brown,,"Principal Securities, Inc.",brown.william@principal.com,,Salesforce
11143819,Inactive Investor,Joseph Natoli,Financial Advisor,Park Avenue Securities LLC New York NY 261 Madison Ave,,,Salesforce
11106205,Inactive Investor,Garry Rutledge,,"Ameriprise Financial Services, LLC Cincinnati OH 9636 Cincinnati Columbus Rd",garry.rutledge@ampf.com,,Salesforce
10837937,Inactive Investor,John Iannucci,Chief Compliance Officer;Chief Executive Officer;Founder;President,"ILG Private Wealth, Inc. Houston PA 470 Johnson Rd",,,Salesforce
10953399,Inactive Investor,Henry Fan,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 4901 13th Ave,henry.fan@jpmorgan.com,,Salesforce
9617768,,Nickolay Voronin,,,nickolay@ikariancapital.com,,List import
11002686,Inactive Investor,Robert Wort,,"Larson Financial Securities, LLC Chesterfield MO 14567 N Outer 40 Rd",,,Salesforce
10756227,Inactive Investor,Rachael Lefave,Financial Advisor,Edward Jones Tucson AZ 10371 N Oracle Rd,rachael.lefave@edwardjones.com,,Salesforce
10657607,,James Dvorak,,,james.j.dvorak@jpmorgan.com,,List Import
11082475,Inactive Investor,Mahesh Aiyer,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11193075,Inactive Investor,April Vinciarelli,Chief Compliance Officer;Chief Operating Officer;Wealth Advisor,"Jacobi Capital Management, LLC",apiccotti@jacobicapital.com,,Salesforce
10909117,Inactive Investor,Melissa Tagye,,"Truist Investment Services, Inc. Mount Laurel NJ 8000 Midlantic Dr",melissa.tagye@truist.com,,Salesforce
10807859,Inactive Investor,Robert Hoskin,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Washington PA 1150 Washington Rd",robert.hoskin@ampf.com,,Salesforce
10965112,Inactive Investor,David Gorham,Founder;Partner,Liftoff Financial Planning,david@liftoffplanning.com,,Salesforce
248141,,RS Schmitt,CBDO,TimeChains.Co,rsschmitt@gmail.com,,Manual List Upload
344886,,Sarah Brereton,Investment Manager,Keyhaven Capital Partners Limited,sarah@keyhavencapital.com, -4326363,Manual List Upload
9596259,,Douglas Lane,,,dlane@dclainc.com,,List import
10859732,Inactive Investor,Mark Hanson,,LPL Financial LLC Lexington KY 1089 Chinoe Rd,steve@ppgplanning.com,,Salesforce
10860962,Inactive Investor,Heather Matheney,,Cetera Advisor Networks LLC Cookeville TN 1459 Interstate Dr,hmatheney@ceterawealth.com,,Salesforce
10874425,Inactive Investor,Arjay Ignacio,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,arjay.ignacio@fmr.com,,Salesforce
11007822,Inactive Investor,Leonard Yarnovich,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,lyarnovich@primerica.com,,Salesforce
10956866,Inactive Investor,Leland Price,,J.P. Morgan Securities LLC,leland.price@jpmorgan.com,,Salesforce
11171432,Inactive Investor,Brooke Anderson,Associate Advisor,AdvisorNet Wealth Partners Saint Paul MN 1150 County Road E W,banderson@advisornet.com,,Salesforce
10357371,,Diana Britton,,,diana.britton@informa.com,,Web Form Fillout
3166914,,Vansh Jatve,,,ankurkumargst2021@gmail.com,,
10612192,,Michael Hillgen-Santa,Financial Advisor,,mshs@h-sfg.com,,List Import
10772476,Inactive Investor,Martin Oppenheimer,Owner,Montgomery Investment Management Inc,,,Salesforce
10972749,Inactive Investor,Heather Blake,,"Osaic Institutions, Inc. Westminster CA 16348 Beach Blvd",,,Salesforce
10967092,Inactive Investor,Taylor Strough,,Morgan Stanley,taylor.strough@morganstanley.com,,Salesforce
11166382,Inactive Investor,Drey Mcinnes,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
11010793,Inactive Investor,Kenneth Boyd,,"Realta Equities, Inc. Willoughby OH 37903 Euclid Ave",kboyd@coastal-one.com,,Salesforce
10944098,Inactive Investor,Travis Swanson,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",travis.m.swanson@nm.com,,Salesforce
152929,,sang kim,,[Unknown],iamfat3955@gmail.com,,Organic Search
10917629,Inactive Investor,Dondrell Swanson,,State Farm VP Management Corp. Gilbert AZ 2401 E Baseline Rd,,,Salesforce
9591117,,C H,,,wsburrow73@yahoo.com,,List import
11075282,Inactive Investor,Steven Rosner,,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",steven.rosner@ampf.com,,Salesforce
9639838,,Jill Vaslow,,,jill.vaslow@cigna.com,,List import
10837185,Inactive Investor,Joshua Basen,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,joshua.basen@ubs.com,,Salesforce
10828683,Inactive Investor,Stephen Fordham,Financial Advisor,Edward Jones Raleigh NC 211 E 6 Forks Rd,steve.fordham@edwardjones.com,,Salesforce
9606750,,Matthew Krichner,,,mkirchner@labmidwest.com,,List import
11001236,Inactive Investor,Nicholas Harkness,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",nicholas.harkness@equitable.com,,Salesforce
10952731,Inactive Investor,Manuel Rimini,,Safra Securities LLC,manuel.rimini@safra.com,,Salesforce
10987348,Inactive Investor,Jeremiah Gordon,,Perella Weinberg Partners LP San Francisco CA 1 California St,jgordon@pwpartners.com,,Salesforce
349171,,Thomas Koehler,Vice President,Grant Koehler & Levin Ltd.,tom@dollarsatwork.com,262-242-3770,Manual List Upload
11145568,Inactive Investor,Michael Neal,Complex Risk Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10774751,Inactive Investor,Harry Foster,,"Raymond James Financial Services, Inc. Spartanburg SC 1445 E Main St",daniel.foster@raymondjames.com,,Salesforce
10832577,Inactive Investor,Thomas Curran,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Westborough MA 1400 Computer Dr",thomas.curran@ampf.com,,Salesforce
9621061,,Jaime Alvizar,,,operations@hawthornefunds.com,,List import
11173293,Inactive Investor,Melissa Mahon,,LPL Financial LLC Stratford CT 450 Barnum Terrace Ext,melissa.mahon@lpl.com,,Salesforce
9560223,,Jeff King,,,jcking345@gmail.com,,List import
9605527,,Tele Kenese,,,xrpnwo@byom.de,,List import
11106909,Inactive Investor,Eric Caisse,Chief Investment Officer;Partner,"Csenge Advisory Group, LLC",ecaisse@csenge.com,,Salesforce
11203675,Inactive Investor,David Fischbach,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,dfischbach@pksinvest.com,,Salesforce
10970764,Inactive Investor,Miller Malone,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11200576,Inactive Investor,Lynn Espeland,,"Woodmen Financial Services, Inc.",llespeland@woodmen.org,,Salesforce
11220075,,Darren Doughty,,,ddoughty@retirementplanadvisors.com,,Other
10799320,Inactive Investor,Jonathan Thrall,Financial Advisor,Edward Jones San Antonio TX 3602 Paesanos Pkwy,jonathan.thrall@edwardjones.com,,Salesforce
10850869,Inactive Investor,David Frank,,Cetera Advisor Networks LLC Houston TX 13105 Northwest Fwy,dfrank@nextfinancial.com,,Salesforce
10971062,Inactive Investor,Ryan Overton,,"TIAA-CREF Individual & Institutional Services, LLC San Francisco CA 4 Embarcadero Ctr",ryan.overton@tiaa.org,,Salesforce
11055210,Inactive Investor,Cesar Gutierrez Mathus,,"Invex, LLC.",,,Salesforce
10942676,Inactive Investor,Matthew Foster,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10659266,,Gail Thiede,,,gail.thiede@ceterafs.com,,List Import
10789043,Inactive Investor,Lashonda Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lashonda_williams@vanguard.com,,Salesforce
9614303,,Lex Roberts,,,lroberts@guardiancapital.com,,List import
10868517,Inactive Investor,Donald Norton,,"Farmers Financial Solutions, LLC Hinton OK 120 W Main St",,,Salesforce
10980329,Inactive Investor,Nicholas Kanzaki,Wealth Advisor,LNW,nkanzaki@lnwadvisors.com,,Salesforce
10765583,Inactive Investor,Joseph Romano,Wealth Management Analyst,Morgan Stanley Philadelphia PA 1650 Market St,joseph.p.romano@morganstanley.com,,Salesforce
9615374,,Digitspin Crypto,,,digitspin@digitspin.com,,List import
10762692,Inactive Investor,Christine King,,Lincoln Investment,cking@lincolninvestment.com,,Salesforce
11202532,Inactive Investor,Shaun Roach,Analyst;Assistant Portfolio Manager,"Pekin Hardy Strauss, Inc.",shaun@pekinsinger.com,,Salesforce
372362,,Lavonte Turner,,United States,lvonte1991@gmail.com,,Salesforce
10814645,Inactive Investor,Nicholas Welsh,Chief Executive Officer;Director;Regulatory Contact;Shareholder,LK&A Investment Counsel,njw@lawrencekelly.com,,Salesforce
9553559,,Sagen Augustin,,,augustin.sagen@principal.com,,List import
11185674,Inactive Investor,James Kautz,,LPL Financial LLC Sapulpa OK 315 E Dewey Ave,james.kautz@lpl.com,,Salesforce
127742,,Christina Antal,"Director, Client Service","Sequoia Financial Group, L.l.c.",cantal@sequoia-financial.com,330-375-9480,Manual List Upload
11074983,Inactive Investor,Erika Uribe,Client Service Associate,Morgan Stanley Napa CA 700 Main St,erika.uribe@ms.com,,Salesforce
10615803,,George Curtin,,,george.j.curtin@jpmorgan.com,,List Import
11026589,Inactive Investor,Joseph Ward,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,jpward@ft.newyorklife.com,,Salesforce
10927387,Inactive Investor,Wendy Woodward,,"Cambridge Investment Research, Inc. Wyoming MI 1009 44th St SW",,,Salesforce
10621894,,Graham LeBron,,,grahamlebron@gmail.com,,Web Form Fillout
11095840,Inactive Investor,Heydon Traub,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner,Traub Capital Management,,,Salesforce
11137706,Inactive Investor,Jeremy Fung,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",fungj@stifel.com,,Salesforce
11230589,Inactive Investor,Tyson Murphy,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10874337,Inactive Investor,Jason Johnson,Registered Principal,Nicolet Wealth Management,jjohnson@nicoletwealth.com,,Salesforce
10813036,Inactive Investor,Jeffrey Cleek,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",jeffrey.cleek@valic.com,,Salesforce
10618903,,Robert Jensen,,,robert.jensen@morganstanley.com,,List Import
9541720,,Jim Leto,,,james.leto@sbcglobal.net,,List import
9603514,,Austin Frye,,,austin@fryefinancial.com,,List import
10853108,Inactive Investor,Jennifer Bymark,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MN 350 NW 1st Ave",jennifer.bymark@ampf.com,,Salesforce
9565942,,Matthew Not Provided,,,matt.costa@bestgatewealth.com,,List import
11187947,Inactive Investor,Nicholas Muti,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
9571373,,p liu,,,1854983@qq.com,,List import
10981534,Inactive Investor,Clinton Spangler,,NYLIFE Securities LLC Camp Hill PA 300 Corporate Center Dr,,,Salesforce
225410,,Brian Katz,President of Colony Investment Management and CIO,[Unknown],bkatz@thecolonygroup.com, +1 617 723 8200,Database Upload
10865996,Inactive Investor,Ronald Redfield,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Redfield, Blonsky & Starinsky, LLC",rredfield@rbcpa.com,,Salesforce
9599808,,Gwwen Go,,,gogosusan@hotmail.com,,List import
221093,,Roger Ramos,,[Unknown],ramosremax@gmail.com,,Direct
10756617,Inactive Investor,Bijan Pounaki,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",bijan.pounaki@ml.com,,Salesforce
10773228,Inactive Investor,Chris Paterakos,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,chris.paterakos@ubs.com,,Salesforce
11171932,Inactive Investor,Katrina Warkoczewski,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",katrina.warkoczewski@ml.com,,Salesforce
9824243,,Jeff Janow,,,jeffjanow@yahoo.com,,Web Form Fillout
11197301,Inactive Investor,Joseph Holakovsky,,PNC Investments Elgin IL 1695 Larkin Ave,joseph.holakovsky@pnc.com,,Salesforce
11118850,Inactive Investor,Bradley Eilers,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,bradley.eilers@fidelity.com,,Salesforce
11144567,Inactive Investor,Kevin Steel,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,kevin.steel@fidelity.com,,Salesforce
9592483,,Blessie Silva,,,blessies01@gmail.com,,List import
9632269,,Tim cook,,,tcook200@gmail.com,,List import
10487241,,Anthony Whetstone,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",anthony_whetstone@ml.com,,List Import
11039841,Inactive Investor,Barbara Pasternack,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,bpasternack@allianceg.com,,Salesforce
11023366,Inactive Investor,Brandon Vecchio,,"Northwestern Mutual Investment Services, LLC Schofield WI 4107 Barbican Ave",brandon.c.vecchio@nm.com,,Salesforce
10613152,,Sally Cai,"Senior Financial Advisor, Senior Vice President",,sally_cai@ml.com,,List Import
10947713,Inactive Investor,Alex Tussey,Client Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,alex.tussey@ubs.com,,Salesforce
9544750,,Alexander Boyd,,,alexander.boyd@valic.com,,List import
10880086,Inactive Investor,Alejandro Torres,,"Truist Investment Services, Inc. Vero Beach FL 2231 Indian River Blvd",alex.torres@truist.com,,Salesforce
10968751,Inactive Investor,Nicholas Lymangrover,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
9545130,,Jonathan Meeks,,,jmeeks@checkcapital.com,,List import
11143858,Inactive Investor,Elizabeth Slowik,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,liz.slowik@edwardjones.com,,Salesforce
10791609,Inactive Investor,John Copenhaver,Financial Advisor,Edward Jones Bloomington IL 3901 GE Rd,andy.copenhaver@edwardjones.com,,Salesforce
199993,,Margaret Ehrhart,Financial Advisor,"MML Investors Services, LLC",mehrhart@financialguide.com,631-851-5864,
11092714,Inactive Investor,Marti Shew,,Hilltop Securities Inc.,marti.shew@hilltopsecurities.com,,Salesforce
9576206,,Shawn Anderson,,,sanderson@gwnsecurities.com,,List import
11229304,Inactive Investor,Graham Martin,,"Principal Securities, Inc.",,,Salesforce
10844918,Inactive Investor,Brett Floyd,,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",bjfloyd@wellsfargo.com,,Salesforce
11098194,Inactive Investor,James O'Neil,Financial Advisor,GWN Securities Inc.,jo-neil@gwnsecurities.com,,Salesforce
9598323,,Gregory Walthorn,,,gregory.walthorn@plantemoran.com,,List import
11235102,Inactive Investor,Aaron Rosen,Chief Investment Officer,AOG Wealth Management,arosen@aogwealth.com,,Salesforce
11038667,Inactive Investor,Kyle Mulligan,,"Independence Capital Co., Inc.",,,Salesforce
9613114,,Donna Milas,,,donna@westwood-management.com,,List import
10834440,Inactive Investor,Laura Lezotte,Registered Client Associate,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",laura.lezotte@wfadvisors.com,,Salesforce
11158635,Inactive Investor,Cecil Hight,Investment Advisor Representative,"Stewardship Advisory Group, LLC Mansfield TX 1042 Cypress Pt",matt@stewardshipadvisory.com,,Salesforce
11231094,Inactive Investor,Keaton Nighbert,,LPL Financial LLC Madison SD 207 N Egan Ave,keaton.nighbert@lpl.com,,Salesforce
10937248,Inactive Investor,Allen Griffey,Financial Professional,LPL Financial LLC Culpeper VA 309 N Main St,allen.griffey@lpl.com,,Salesforce
10904726,Inactive Investor,Bryce Snyder,Financial Advisor,Edward Jones Jenks OK 9222 S Elwood Ave,bryce.snyder@edwardjones.com,,Salesforce
11003233,Inactive Investor,Mark Iorio,,EF Hutton LLC,,,Salesforce
11088314,Inactive Investor,Thomas Wuertz,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Austin MN 329 N Main St",tom.wuertz@rbc.com,,Salesforce
4648,,john -,,MediaDare,yanno88@gmail.com,,Initial Salesforce Import
11027078,Inactive Investor,John Corkum,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
373417,,Paul Abrahimzadeh,,[Unknown],paultaghiabrahimzadeh@gmail.com,,source
10933893,Inactive Investor,Brenda Thompson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,brenda.thompson.r7kl@statefarm.com,,Salesforce
11222455,,Kim Black,,,kim.black@empower.com,,List Import
10871584,Inactive Investor,William Ritman,Financial Advisor,Edward Jones Peoria AZ 28471 N Vistancia Blvd,bill.ritman@edwardjones.com,,Salesforce
11054426,Inactive Investor,Grafton Howland,President,Howland Advisory Corporation,dhowland@howlandadvisory.com,,Salesforce
10794856,Inactive Investor,Michael Khaw,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",michael.khaw@ml.com,,Salesforce
10990072,Inactive Investor,Yi Xie,,"RBC Capital Markets, LLC",,,Salesforce
11058416,Inactive Investor,Todd Bernstein,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,tbernstein@janney.com,,Salesforce
10857926,Inactive Investor,Karen Curran,Financial Advisor,Commonwealth Financial Network Hadley MA 104 Middle St,kcurran@commonwealth.com,,Salesforce
9556245,,Walter Moran,,,waltkathymoran@verizon.net,,List import
11044865,Inactive Investor,Derek Rosenberg,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Las Vegas NV 10845 Griffith Peak Dr",derek.rosenberg@ampf.com,,Salesforce
11148359,Inactive Investor,Jarren McClendon,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jarren.mcclendon@fidelity.com,,Salesforce
9576356,,Brian McCullough,,,bluvmack@gmail.com,,List import
10604421,Inactive Investor,Mike Giannotto,Compliance Officer,Summit Investment Advisory Group LLC,mgiannotto@sfr1.com,9732854709,List Import
10617239,,Matthew Ambuehl,,,matthew.x.ambuehl@jpmorgan.com,,List Import
347578,,Anne Putnam,"Senior Vice President, Head Of IntermedIARies","Fenimore Asset Management, Inc.",aputnam@famfunds.com,518-234-4393,Manual List Upload
10857882,Inactive Investor,Melissa Wilcox,Financial Advisor,Edward Jones Walla Walla WA 206 S 3rd Ave,,,Salesforce
59496,,Kenneth Melotte,President,Melotte Financial Advisors,ken@melottefa.com,920-241-6632,Manual List Upload
225376,,Peter Godanyi,,[Unknown],peter.godanyi@cryptodiggers.eu,,Other
9576633,,Pear Sakudommetta,,,pear.sakudommetta@gmail.com,,List import
9572119,,Eun Cho,,,echo@massmutual.com,,List import
350967,,Doug Rosenstein,Vice President,"Gridiron Capital, Llc",drosenstein@gridironcapital.com,203-972-1100,Manual List Upload
10803688,Inactive Investor,Cason Swinn,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",cason.swinn@rbc.com,,Salesforce
11232020,Inactive Investor,Cynthia Stahr,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
11219861,,Erica Grant,,,erica@cainwatters.com,,Other
10827049,Inactive Investor,Benjamin Hanley,Associate Complex Manager;Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,benjamin.hanley@morganstanley.com,,Salesforce
10578903,,Alan Itzen,,,alanitzen@gmail.com,,Web Form Fillout
9610564,,?? ?,,,dandan616@naver.com,,List import
209894,,Robert Losada,,BNY Mellon,robert.losada@bnymellon.com,,
10937408,Inactive Investor,Daniel Levy,Advisor,Kuhn Wealth Management Inc.,,,Salesforce
10647256,,Andrew Cochran,,,andrew.b.cochran@jpmorgan.com,,List Import
11077218,Inactive Investor,John Wheeler,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,john.wheeler.dbg1@statefarm.com,,Salesforce
11174698,Inactive Investor,Edward Nescio,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Wayne PA 555 E Lancaster Ave",,,Salesforce
348152,,Lee Garcia,Managing Director,Five Mile River I. M. L.l.c.,lee@fivemileriver.com,203-388-4848,Manual List Upload
11140435,Inactive Investor,Gregg Layer,,Commonwealth Financial Network Pittsford NY 179 Sullys Trl,glayer@commonwealth.com,,Salesforce
10922821,Inactive Investor,William Peterman,Regional Director,Money Concepts Capital Corp Springfield IL 1515 S Macarthur Blvd,wpeterman@moneyconcepts.com,,Salesforce
10866699,Inactive Investor,Patrick O Brien Jr,,PFS Investments Inc. Lutherville Timonium MD 10 Gerard Ave,patrick.obrien@primerica.com,,Salesforce
202575,,Yang Shen,,[Unknown],tonyshen@goldenway.com.au,,Content
177054,,Rabin Nouranifar,Founding Partner & Portfolio Manager,[Unknown],rkn@rabincapital.com, +1 516 770 7482,Database Upload
9620517,,Eleshia Lewis,,,eleshialewis@aol.com,,List import
11020791,Inactive Investor,Liberty Schroen,,Founders Financial Securities LLC,lschroen@foundersfinancial.com,,Salesforce
11190592,Inactive Investor,William Decker,Chief Executive Officer,"Decker Wealth Management, LLC",,,Salesforce
373668,,Stan Miller,,[Unknown],indianastanley@gmail.com,,source
10883623,Inactive Investor,Kristen Kessler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11010023,Inactive Investor,Jose Avelar-Solis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",jose.avelar-solis@ml.com,,Salesforce
11233700,Inactive Investor,Stephanie Franklin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11018238,Inactive Investor,Jordan Polston,,"Avantax Investment Services, Inc. Somerset KY 116 Tradepark Dr",,,Salesforce
11149795,Inactive Investor,Barbara Euripides,,Citigroup Global Markets Inc.,,,Salesforce
11104000,Inactive Investor,Carmen Ezzo,,"Allstate Financial Services, LLC Cheltenham PA 55 Cheltenham Ave",carmenezzo@allstate.com,,Salesforce
226741,, -,,[[Unknown]],leopold.bosankic.nl@gmail.com,,Initial Salesforce Import
11106359,Inactive Investor,Thomas Woolley,,"Wells Fargo Clearing Services, LLC Rancho Cordova CA 2010 Gold Field Dr",thomas.c.woolley@wellsfargo.com,,Salesforce
10850552,Inactive Investor,Frank Claro,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,frank.claro@fmr.com,,Salesforce
10646963,,James Toft,,,jim.toft@edwardjones.com,,List Import
11060677,Inactive Investor,Deborah Handley-Cordova,,LPL Financial LLC Montrose CO Private Residence,,,Salesforce
10771505,Inactive Investor,Maria Wilson,Vice President,"Total Clarity Wealth Management, Inc Naperville IL 608 S Washington St",maria@totalclaritywealth.com,,Salesforce
11254102,Inactive Investor,Dylan Bridgemohan,,"Pruco Securities, LLC. Orlando FL 4700 Millenia Blvd",,,Salesforce
9606670,,juan jose benitez,,,juanjobr@me.com,,List import
341100,,Greg Hatch,"Senior Vice President, Cro","Ssga Funds Management, Inc.",greg_hartch@ssga.com,(203) 326-2300,Manual List Upload
10871548,Inactive Investor,Janine Halsey,,The O.N. Equity Sales Company Cuyahoga Falls OH 111 Stow Ave,,,Salesforce
10923954,Inactive Investor,Alison Peck,Chief Compliance Officer;Managing Member;President;Principal,"Peck Wealth Management, LLC",apeck@peckwealth.com,,Salesforce
10646319,,Willard Caton,,,willard.caton@lpl.com,,List Import
10809817,Inactive Investor,Paul Kirshenbaum,President;Principal,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
10903741,Inactive Investor,Robert Carmichael,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",robert.james.carmichael@rbc.com,,Salesforce
11053061,Inactive Investor,Tyler May,,"Horace Mann Investors, Inc. Saint George UT 321 N Mall Dr",t.may@horacemann.com,,Salesforce
9541858,,David Denison,,,dadenison@ft.newyorklife.com,,List import
10980279,Inactive Investor,Mario Hernandez,Vice President,"U.S. Bancorp Investments, Inc. Beverly Hills CA 9460 Wilshire Blvd",mario.hernandez1@usbank.com,,Salesforce
10895675,Inactive Investor,Jody Medford,Chief Compliance Officer;Chief Executive Officer;Founder;Member,"LineGuard Investments, LLC",jody@lineguardinvestments.com,,Salesforce
11130944,Inactive Investor,Duran Bunch,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",duran.bunch@ml.com,,Salesforce
9550246,,t t,,,thiblas@hotmail.fr,,List import
10789459,Inactive Investor,Jeremy Ciampo,,"Wells Fargo Clearing Services, LLC Shoreham NY Private Residence",jeremy.ciampo@wellsfargoadvisors.com,,Salesforce
10920271,Inactive Investor,Gail Ford,Financial Professional,LPL Financial LLC Reading PA 2 Meridian Blvd,gail.ford@lpl.com,,Salesforce
10863110,Inactive Investor,Ekaterina Chompalova,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",katerina.chompalova@ml.com,,Salesforce
11107072,Inactive Investor,David Ponson,Financial Advisor,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",david.m.ponson@ampf.com,,Salesforce
11072452,Inactive Investor,Philip Bervig,Director - Wealth Management;Investment Advisor Representative;Owner;Partner,"TCP Asset Management, LLC",pbervig@tcpasset.com,,Salesforce
10802827,Inactive Investor,Charles Halloran,,"Wells Fargo Clearing Services, LLC Richboro PA 725 2nd Street Pike",c.halloran@wfadvisors.com,,Salesforce
10889361,Inactive Investor,Jeffrey Ulit,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",,,Salesforce
11025362,Inactive Investor,Steven Rohrabaugh,,"FBL Marketing Services, LLC Frankfort IN 810 Walnut Ave",steven.rohrabaugh@fblfinancial.com,,Salesforce
11132410,Inactive Investor,Shawn Polanco,,J.P. Morgan Securities LLC Montclair NJ 600 Valley Rd,shawn.p.polanco@chase.com,,Salesforce
11162453,Inactive Investor,Eric Radinsky,Financial Advisor,Edward Jones Charlotte NC 17206 Lancaster Hwy,eric.radinsky@edwardjones.com,,Salesforce
11096526,Inactive Investor,Keshav Agrawal,Investment Advisor;President,"Prem Investment Advisory Services, Inc.",,,Salesforce
11072696,Inactive Investor,Max Vezzani,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Collins CO 2733 Council Tree Ave",,,Salesforce
10987855,Inactive Investor,Jeremiah Brodeur,,"Empower Financial Services, Inc",jeremiah.brodeur@empower.com,,Salesforce
9643469,,Nguyen Tuan,,,tuannm072090@gmail.com,,List import
10986869,Inactive Investor,Miranda Dearborn,,Cetera Investment Services LLC Holmen WI 1749 Spakenburg Rd,,,Salesforce
86,,,,,KWalterson@250ok.onmicrosoft.com,,
10968981,Inactive Investor,Siddhartha Sundaranand,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11043129,Inactive Investor,Teresa Aldana Tabares,,J.P. Morgan Securities LLC Palatine IL 1131 E Dundee Rd,teresa.aldana-tabares@jpmorgan.com,,Salesforce
10616776,,Mike Karras,,,mike_karras@ml.com,,List Import
9554623,,David Umstead,,,dumstead@capeanncapital.com,,List import
10806864,Inactive Investor,Robert Smith,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Paris TX 1305 Lamar Ave",robert.smith@benjaminfedwards.com,,Salesforce
11086423,Inactive Investor,Chris Rouzaud,Private Client Advisor,J.P. Morgan Securities LLC Yorba Linda CA 20385 Yorba Linda Blvd,christopher.a.rouzaud@jpmorgan.com,,Salesforce
11176330,Inactive Investor,Christine Johnston,,"Ameritas Investment Company, LLC Perrysburg OH 1070 Commerce Dr",christine.johnston@ameritas.com,,Salesforce
11151996,Inactive Investor,Melissa Peterson,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
9612665,,Lauren Genuardi,,,lgenuardi@telemus.com,,List import
11144818,Inactive Investor,Matthew Kengersky,,"The Leaders Group, Inc.",,,Salesforce
10898129,Inactive Investor,Michael Chiappinelli,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
9561659,,Justin McCarthy,,,justin.mccarthy@marinerwealthadvisors.com,,List import
10995147,Inactive Investor,Katherine Brown,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
340451,,Nick Fisher,Portfolio Manager,Pilot Wealth Management,nick@pilotwm.com,503-847-9723,Manual List Upload
9577181,,William Behrend,,,william.behrend@53.com,,List import
11009847,Inactive Investor,Kevin Wendt,Team Lead,Thrivent Investment Management Inc.,,,Salesforce
11071426,Inactive Investor,George Warren,Investment Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,george.warren@pnc.com,,Salesforce
11081008,Inactive Investor,Omair Kawoosa,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,omair.kawoosa@ubs.com,,Salesforce
9549369,,Sam Hallene,,,samhalle@umich.edu,,List import
10869548,Inactive Investor,Christopher Dorsey,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,christopher.dorsey@gs.com,,Salesforce
10854104,Inactive Investor,Randall Joselit,Tax Advisor,Joselit Asset Management Phoenix AZ 1430 E Missouri Ave,,,Salesforce
10956383,Inactive Investor,Sarah Brice,Associate,Edward Jones Hendersonville NC 1507 Haywood Rd,sarah.brice@edwardjones.com,,Salesforce
10785929,Inactive Investor,Alvin Miller,Chief Compliance Officer;Chief Investment Officer;Chief Operating Officer,"James River Asset Management, LLC Richmond VA 804 Moorefield Park Dr",amiller@jrwealth.com,,Salesforce
11235532,Inactive Investor,Vanessa Martinez,Chief Executive Officer;Managing Partner,Expressive Wealth LLC,,,Salesforce
1003851,Inactive Investor,Li Chang,,Li Chang,classic1999@gmail.com, +8118611322676,
9635020,,Linda Binello,,,linda@jpwm.com,,List import
11014263,Inactive Investor,Blake Manning,,"Empower Financial Services, Inc",blake.manning@empower.com,,Salesforce
11112838,Inactive Investor,John Jaburek,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Itasca IL 500 Park Blvd",john.jaburek@wfafinet.com,,Salesforce
11115889,Inactive Investor,Helaine Teperman,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10880515,Inactive Investor,Joseph Briggs,,Goldman Sachs & Co.,joseph.briggs@gs.com,,Salesforce
11076932,Inactive Investor,John Pasacreta,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",john.pasacreta@wellsfargo.com,,Salesforce
9622423,,Anthony Gibson,,,anthonyandrew46@yahoo.com,,List import
10805002,Inactive Investor,Nancy Allen,Divorce Financial Analyst;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Boston MA 28 State St,nancy.allen@morganstanley.com,,Salesforce
11039687,Inactive Investor,Cynthia Morris,,PFS Investments Inc. Belle Vernon PA 523 Broad Ave,cynthia.morris@primerica.com,,Salesforce
10989985,Inactive Investor,Zachery Moore,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
9569029,,Manuel Sanchez,,,dr.sanchez@aol.com,,List import
10869351,Inactive Investor,Terry Cooper,,"Concourse Financial Group Securities, Inc. Cumming GA Private Residence",terry.cooper@concoursefinancial.com,,Salesforce
11181843,Inactive Investor,Anthony Nofi,,"MML Investors Services, LLC Marshfield MA 20 Congress St",,,Salesforce
10782913,Inactive Investor,Brian Vanderlugt,Financial Advisor;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",brian.vanderlugt@benjaminfedwards.com,,Salesforce
11195905,Inactive Investor,Ryan Maley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",ryan.maley@bofa.com,,Salesforce
10783099,Inactive Investor,Joseph Hage,Senior Vice President,Citigroup Global Markets Inc. Coral Springs FL 2789 N University Dr,joseph.t1.hage@citi.com,,Salesforce
10931873,Inactive Investor,Travis Warren,Financial Advisor,"Ameriprise Financial Services, LLC Greenville NC 1604 E Fire Tower Rd",travis.warren@ampf.com,,Salesforce
10965242,Inactive Investor,Emily Hawit,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,emily.hawit@jpmorgan.com,,Salesforce
10940518,Inactive Investor,Andrew Shapiro,,Fidelity Brokerage Services LLC,,,Salesforce
10781763,Inactive Investor,Sandra Hecimovich,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",hecimovich.sandra@ntrs.com,,Salesforce
11008474,Inactive Investor,Aaron Strawderman,Wealth Advisor,LPL Financial LLC Cumberland MD 153 Baltimore St,aaron.strawderman@lpl.com,,Salesforce
9599932,,Stephanie Lee,,,slee@eastrockfinancial.com,,List import
10819710,Inactive Investor,Edward Novak,Private Wealth Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10826050,Inactive Investor,James Robinson,Investment Advisor;President,"Wall Investment Group, Inc.",jrobinson@wallinvestmentgroup.com,,Salesforce
10925324,Inactive Investor,Justin Wine,Chief Compliance Officer;Founder;Managing Member;Managing Partner,"Aspen Wealth Management, LLC",jwine@aspen-wm.com,,Salesforce
224380,,NICOLE JORDAN,,[Unknown],jnicole985@aol.com,,source
10863906,Inactive Investor,William Foulk,Financial Advisor,"Osaic FS, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
225915,, -,,[[Unknown]],grantdow2@cox.net,,Initial Salesforce Import
9628966,,Michael Richeux,,,michael.richeux@gmail.com,,List import
11119500,Inactive Investor,Christine Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",christine.thompson2@wellsfargo.com,,Salesforce
11159019,Inactive Investor,Joseph Degonge,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,joseph.degonge@fmr.com,,Salesforce
11112013,Inactive Investor,Jack Cintorino,Senior Financial Planner;Vice President,Janney Montgomery Scott LLC Harrisonburg VA 313 Neff Ave,jcintorino@janney.com,,Salesforce
11018357,Inactive Investor,Jeffrey Powers,,"Osaic Institutions, Inc. Blackstone VA 126 S Main St",,,Salesforce
10890735,Inactive Investor,Jeffrey Hamilton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Troy MI 5051 Coolidge Hwy",jhamilton10@ml.com,,Salesforce
11191381,Inactive Investor,Michael Remedios,Advisor;Lead Advisor,Brighton Jones LLC,michael.remedios@brightonjones.com,,Salesforce
9631078,,John Littig,,,john.littig@gmail.com,,List import
10954636,Inactive Investor,Dillon Sparks,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10879489,Inactive Investor,Nathaniel Robinson,Senior Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11096783,Inactive Investor,Joseph Horner,President;Regulatory Contact,"Private Wealth Management, Inc.",,,Salesforce
11040637,Inactive Investor,Kyle Hulse,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester NY 3333 W Henrietta Rd",kyle.hulse2@ml.com,,Salesforce
11080165,Inactive Investor,Bridgid Kelly,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,bridgid.kelly@ubs.com,,Salesforce
9563170,,Suneil Kheterpal,,,suneil.kheterpal@mail.mcgill.ca,,List import
10803759,Inactive Investor,Joseph Perdue,,"Raymond James Financial Services, Inc. Peachtree City GA 525 Westpark Dr",joseph.perdue@raymondjames.com,,Salesforce
9541559,,Maan Hilai,,,aumuhl@gmail.com,,List import
9546072,,Kevin Richards,,,krichards@bermudaasset.bm,,List import
10799514,Inactive Investor,Daniel Duren,Financial Professional,"Pruco Securities, LLC. Coshocton OH 243 S 4th St",daniel.duren@prudential.com,,Salesforce
10788930,Inactive Investor,Richard Gutheil,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,richard.gutheil@fidelity.com,,Salesforce
174300,,Devi Novotna,,[Unknown],dewi_jayanti@yahoo.com,,
10646614,,Jay Oyer,,,jay_oyer@ml.com,,List Import
9642963,,Edward Lee,,,jan0699@yahoo.com,,List import
10662031,,Stephanie Hagan,,,stephanie@carterfinancialgroup.com,,List Import
11207420,Inactive Investor,Martin Tadman,Financial Professional,Cooper McManus Boise ID 13125 W Persimmon Ln,,,Salesforce
11194240,Inactive Investor,James Tuccio,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",james.tuccio@tiaa.org,,Salesforce
9578496,,harold hutchings,,,hal_mex@hotmail.com,,List import
10837950,Inactive Investor,Keith Murray,Board of Directors;Investment Advisor Representative;Senior Vice President,"Chapin, Davis",kmurray@chapindavis.com,,Salesforce
10928811,Inactive Investor,Robert Selk,,Commonwealth Financial Network Issaquah WA 22526 SE 64th Pl,rselk@commonwealth.com,,Salesforce
11159924,Inactive Investor,Gabriel Lewit,Chief Executive Officer;President;Regulatory Contact,"SGL Financial, LLC",glewit@sglfinancial.com,,Salesforce
350253,,Danny Despot,"Vice President, Business Development",New Capital Partners,ddespot@newcapitalpartners.com,205-939-8400,Manual List Upload
11175971,Inactive Investor,Phillip Gaillard,Financial Advisor,Thrivent Investment Management Inc.,phillip.gaillard@thrivent.com,,Salesforce
11097553,Inactive Investor,Michael Harris,Director - Research;Partner;Vice President,TriVant Custom Portfolio Group LLC,,,Salesforce
10993609,Inactive Investor,Cole Sheets,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",cole.sheets@nm.com,,Salesforce
10872339,Inactive Investor,Colleen Wallace,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
194663,,Haitham Mohamed,,[Unknown],greatsemo@gmail.com,,source
9579390,,Stanley Lochrie,,,stan.lochrie@etesianwealthadvisors.com,,List import
10903451,Inactive Investor,Michael Garbutt,Financial Advisor,Edward Jones Shawnee OK 3813 N Harrison St,michael.garbutt@edwardjones.com,,Salesforce
11079540,Inactive Investor,Dennis Fingers,Managing Director,"First Horizon Advisors, Inc. Raleigh NC 1 Glenwood Ave",dennis.fingers@firsthorizon.com,,Salesforce
374305,,Sekhar Kanuri,,,,312-841-9977,Salesforce
10931408,Inactive Investor,Patricia Regnier,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,,,Salesforce
11017146,Inactive Investor,Nicole Williams,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10911639,Inactive Investor,Mackenzie Page,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,mackenzie.page@morganstanley.com,,Salesforce
11111889,Inactive Investor,Zachary Curtis,,SECU Brokerage Services Asheville NC 1310 Hendersonville Rd,zach.curtis@ncsecu.org,,Salesforce
9636623,,Rom Hurst,,,rhurst@alleghenyinvestments.com,,List import
11006628,Inactive Investor,Justin Miller,,Commonwealth Financial Network Macungie PA 330 E Main St,,,Salesforce
10807546,Inactive Investor,Edwin Hodder,,LPL Financial LLC Casper WY 1551 3 Crowns Dr,ned.hodder@lpl.com,,Salesforce
11100682,Inactive Investor,Eric Kimmell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11119955,Inactive Investor,Gerri Harrison,,LPL Financial LLC Endicott NY 24 McKinley Ave,gerri.harrison@lpl.com,,Salesforce
11260265,Inactive Investor,David Scott,Wealth Manager,LPL Financial LLC Cuero TX 118 E Main St,david.a.scott@lpl.com,,Salesforce
11189922,Inactive Investor,Kassie Lancaster,,"Allstate Financial Services, LLC Dunedin FL 2323 Curlew Rd",,,Salesforce
9633585,,Andrey Andrey,,,andvs3@gmail.com,,List import
11105276,Inactive Investor,Michael Petrocelli,,"Trustmont Financial Group, Inc.",,,Salesforce
9573120,,JOHN GEARY,,,jackgeary75@gmail.com,,List import
11081778,Inactive Investor,Matthew Giles,,LPL Financial LLC Morganfield KY 130 N Morgan St,matthew.giles@lpl.com,,Salesforce
11087624,Inactive Investor,Jay Lane,,"Northwestern Mutual Investment Services, LLC Tyler TX 5230 Old Jacksonville Hwy",jay.lane@nm.com,,Salesforce
206089,,John McCulloch,,[Unknown],jibmcculloch@yahoo.com,,Organic Search
10807723,Inactive Investor,Jamie Smothers,Senior Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Greensboro NC 1414 W Northwood St",jamie.smothers@firstcitizens.com,,Salesforce
11001028,Inactive Investor,Iantha Wortman,,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",iantha.wortman@equitable.com,,Salesforce
49047,,Lance Barnhardt,Managing Partner,"Securities America Advisors, Inc.",lance.barnhardt@securitiesamerica.com,704-542-0628,
9613824,,Robert Mcclure,,,rmcc610345@yahoo.com,,List import
11022938,Inactive Investor,Sabrina Torrella,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",sabrina.torrella@nm.com,,Salesforce
9598493,,Jacob Slik,,,jslik@financialengines.com,,List import
10995440,Inactive Investor,Arturo Gaytan,,LPL Financial LLC McHenry IL 1308 N Richmond Rd,arturo.gaytan@lpl.com,,Salesforce
11191834,Inactive Investor,Michele Heller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",michele_heller@ml.com,,Salesforce
11207870,Inactive Investor,Brett Robinson,,Morgan Stanley Chicago IL 227 W Monroe St,brett.robinson@morganstanley.com,,Salesforce
10489789,,Owen Stewart,"Financial Planner, Investment Advisor, Investment Advisor Representative","Macro Wealth Advisors, Inc.",tstewart@macro-wealthadvisors.com,214-501-5664,List Import
11151144,Inactive Investor,Seth Adams,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,seth.adams@jpmorgan.com,,Salesforce
9604973,,Leasa Surratt Birmingham,,,ebirmingham4444@yahoo.com,,List import
11151794,Inactive Investor,Steven Fry,,"Raymond James Financial Services, Inc. Dodge City KS 100 Military Ave",,,Salesforce
86579,,John Suddeth,"Chief Investment Officer, Founding Principal, Managing Member, Regulatory Contact",Naples Global Advisors,j.suddeth@naplesglobaladvisors.com,239-776-7902,
10843627,Inactive Investor,Edward Schneider,Chief Compliance Officer;Chief Operating Officer;Managing Partner,Ohana Advisors San Rafael CA 899 Northgate Dr,john@ohanaadvisors.com,,Salesforce
11135499,Inactive Investor,Marie-Lucile Dorvil,,NYLIFE Securities LLC New York NY 420 Lexington Ave,mldorvil@ft.newyorklife.com,,Salesforce
9634383,,Maxwell Sheehan,,,maxwellsheehan8@gmail.com,,List import
11155133,Inactive Investor,Jahan Zaib,,Goldman Sachs & Co.,,,Salesforce
10834473,Inactive Investor,Daniel Lombardi,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 15255 S 94th Ave",daniel.lombardi@ml.com,,Salesforce
10949964,Inactive Investor,Maria Tyler,,"Raymond James Financial Services, Inc. Lafayette LA 140 Rue Beauregard",maria.tyler@raymondjames.com,,Salesforce
1002883,Inactive Investor,Tom Hoban,Chairman & Co-Founder,Hoban Family Office,tomhoban@hobanfamilyoffice.com, +1 425 654 6526,
11058743,Inactive Investor,Nicholas Biron,,"Truist Investment Services, Inc. Raleigh NC 4460 Six Forks Rd",,,Salesforce
11014260,Inactive Investor,Ryan Jackson,,"Allstate Financial Services, LLC Livermore CA 1713 2nd St",ryanjackson@allstate.com,,Salesforce
118430,,Eric Howard,Relationship Manager,"Principal Securities, Inc.",howard.eric@principal.com,515-221-1234,
11109657,Inactive Investor,Alice Roe Urata,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",alice.roe@prudential.com,,Salesforce
10995314,Inactive Investor,Muhammad Azad,,"Wells Fargo Clearing Services, LLC Canton GA 140 Prominence Point Pkwy",,,Salesforce
9578837,,Richard Perry,,,rperry@nationalsecurities.com,,List import
10834591,Inactive Investor,Harris Holzberg,Owner;Partner,"Holzberg Wealth Management, Inc.",harris@hwmfa.org,,Salesforce
9592597,,Kiki M,,,kiki.michaelidou@gmail.com,,List import
10874627,Inactive Investor,Jeffery Clements,Financial Advisor,Edward Jones Keller TX 1710 Rufe Snow Dr,jeffery.clements@edwardjones.com,,Salesforce
9565024,,Alex Zlotnikov,,,alex.zlotnikov@flagstar.com,,List import
9544852,,Glenn Henry,,,glenn.henry@ndbt.com,,List import
11057717,Inactive Investor,Ross Fraser,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ross_fraser@vanguard.com,,Salesforce
9573596,,Matthew Gibson,,,matthew.gibson@fidelity.com,,List import
11035960,Inactive Investor,Jeffrey Brehm,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",jeffrey.s.brehm@ampf.com,,Salesforce
9603096,,Devonte Ivory,,,devonteivory27@gmail.com,,List import
10958609,Inactive Investor,Joseph Clites,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
10647708,,Jason Maples,,,jmaples@lockton.com,,List Import
9638428,,David Harris,,,harrisd@ajc.org,,List import
11139818,Inactive Investor,Robert Connor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",robert_connor@ml.com,,Salesforce
10617956,,Craig Daun,,,craig.daun@wellsfargoadvisors.com,,List Import
175631,,Ray Gustin,"Member, Managing Director, And Chief Compliance Officer",Drake Capital Advisors Llc,rgustin@drakeadvisors.com, +1 203 861 7500,Manual List Upload
349089,,Sarah Roth,"CEO Of Argosy Capital Group, Inc.",Argosy Capital,sroth@argosycapital.com,610-971-9685,Manual List Upload
11189348,Inactive Investor,John Tolliver,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mount Vernon IL 3450A Broadway St",john.tolliver@wfafinet.com,,Salesforce
11216996,,Mason Carrico,,,mason.carrico@stephens.com,,Other
10969379,Inactive Investor,Katrina Purington,,PFS Investments Inc. Gray ME 59 Portland Rd,kpurington@primerica.com,,Salesforce
10757247,Inactive Investor,Sally Frankel,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Aspen CO 301 E Hopkins Ave",sally.frankel@ml.com,,Salesforce
11091203,Inactive Investor,Alex Chivarsky,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,alex.chivarsky@ubs.com,,Salesforce
10821021,Inactive Investor,Brian Bentley,Executive Director;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Billings MT 401 N 31st St,brian.bentley@morganstanley.com,,Salesforce
11015500,Inactive Investor,Jonathan Morrison,,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",jonathan.morrison@prudential.com,,Salesforce
11164442,Inactive Investor,Marco Fernandez Celorio,,Boreal Capital Securities LLC,,,Salesforce
11231190,Inactive Investor,Spencer South,Financial Advisor,LPL Financial LLC Newport Beach CA 610 Newport Center Dr,spencer.south@lpl.com,,Salesforce
11097051,Inactive Investor,Stephen Lupkas,Chief Compliance Officer;Principal,"MyFinancialPro, LLC",,,Salesforce
233117,, -,,[[Unknown]],ishak.saadet@gmail.com,,
10908316,Inactive Investor,Chance Coda,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",chance.coda@ampf.com,,Salesforce
9586039,,Michael Brady,,,mbrady@moodylynn.com,,List import
11196512,Inactive Investor,David Im,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,davidim@statefarm.com,,Salesforce
11064400,Inactive Investor,Perry Hoffmeister,Chief Compliance Officer;Co-Founder;Managing Member,"Colter Lewis Investment Partners, LLC Greenwich CT 2 Pickwick Plz",perry@colterlewis.com,,Salesforce
10830356,Inactive Investor,Jon Berry,,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,pepper.berry@morganstanley.com,,Salesforce
9576337,,Richard Holmes,,,rich.holmes@voya.com,,List import
10645289,,Edward Friedman,,,ed.friedman@nm.com,,List Import
10832822,Inactive Investor,James Tringali,Financial Advisor,Morgan Stanley Reston VA 11951 Freedom Dr,,,Salesforce
10899790,Inactive Investor,Daniel Souders,Founder;Member;President;Regulatory Contact,"Souders Financial Advisors, LLC",daniel.souders@soudersfinancial.com,,Salesforce
10766329,Inactive Investor,Elizabeth Trainor,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,elizabeth.a.slawin@jpmorgan.com,,Salesforce
11125113,Inactive Investor,Roger Nurrenbern,Financial Advisor,Edward Jones Evansville IN 1923 W Franklin St,roger.nurrenbern@edwardjones.com,,Salesforce
9641440,,Paul Saunders,,,paul@jrcc.net,,List import
10915706,Inactive Investor,Alexis Heim,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10800426,Inactive Investor,Gregory Manto,Private Wealth Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",gregory.manto@ampf.com,,Salesforce
11014783,Inactive Investor,Gerald Simons,,"Bankers Life Securities, Inc. Mount Laurel NJ 1000 Atrium Way",gerald.simons@bankerslife.com,,Salesforce
10979537,Inactive Investor,Brian Wickett,Client Advisor;Financial Advisor;Representative,Beck Bode LLC,brian.wickett@beckbode.com,,Salesforce
248554,,Tom Atwood,VP of Growth & Strategy,NODE40,thomas.atwood@node40.com,,Manual List Upload
10934190,Inactive Investor,Marsha Sperduti,,LPL Financial LLC Lockport NY 55 East Ave,marsha.l.sperduti@lpl.com,,Salesforce
104024,,Nick Dolik,,Dolik Ventures,nick@dolikventures.com,2489142280,
108878,,Jason Burns,,Argonaut Trading P/L,jasonburns123@yahoo.com, +61 412 945 751,Content
10981357,Inactive Investor,Marc Abello,,"Ameriprise Financial Services, LLC Austin TX 300 W 6th St",marc.abello@ampf.com,,Salesforce
339586,,Michael Smith,Vice President,Center Gate Capital,msmith@centergatecapital.com,512-717-7100,Manual List Upload
9604831,,Hilary Allen,,,hilaryallen2222@yahoo.com,,List import
206964,,Richard Lassiter,,Vituity,richlassiter@gmail.com,404-913-3717,
1001674,Inactive Investor,Marc Brutten,"Founder, Chairman & CEO",Brutten Global,mbrutten@bruttenglobal.com, +1 858 625 4100,
10968219,Inactive Investor,Claire Jenkins,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10970663,Inactive Investor,Arville Cline,,PFS Investments Inc. Hurricane WV 104 Brent Way,arville.cline@primerica.com,,Salesforce
11161898,Inactive Investor,Shawna Davalos,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
10510076,,Ed McRedmond,"Founder & Managing Principal, etfEd™ Advisory LLC",Esoterica Capital,etfed@yahoo.com,,List Import
9589496,,Anna Dougan,,,adougan3@gmail.com,,List import
11098395,Inactive Investor,Zachary Callahan,Registered Brokerage Service Assistant,"First Citizens Investor Services, Inc. Irmo SC 949 Lake Murray Blvd",zach.callahan@firstcitizens.com,,Salesforce
10847260,Inactive Investor,Michael Santo,,"Empower Financial Services, Inc Framingham MA 38 Garvey Rd",michael.santo@gwrs.com,,Salesforce
10887375,Inactive Investor,Jessica Bundy,Principal,REDW Wealth LLC Albuquerque NM 7425 Jefferson St NE,jbundy@redw.com,,Salesforce
11041632,Inactive Investor,Ryan Graczyk,,Cetera Advisors LLC Spokane WA 420 N Evergreen Rd,,,Salesforce
11197158,Inactive Investor,Katie Lepley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11122676,Inactive Investor,Edward Sroka,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",edward.sroka@ml.com,,Salesforce
11117816,Inactive Investor,Robert Andreasse,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
10875895,Inactive Investor,Stephen Isaacs,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11297034,Inactive Investor,Tyler Keister,,Hamilton Capital,tyler.keister@hamiltoncapital.com,614-273-1000,Salesforce
11104205,Inactive Investor,Thomas Savoie,Managing Director,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",thomas.savoie@raymondjames.com,,Salesforce
11116541,Inactive Investor,Courtney Nelson,,J.P. Morgan Securities LLC Atlanta GA 2491 Village Creek Lndg SE,,,Salesforce
11097041,Inactive Investor,Ricardo Ferreira,,"Great Valley Advisor Group, Inc. Doylestown PA 515 N Main St",rferreira@greatvalleyadvisors.com,,Salesforce
11111566,Inactive Investor,Stacy Martin,Financial Advisor,LPL Financial LLC Blacksburg VA 2206 S Main St,stacy.martin@lpl.com,,Salesforce
9557458,,Kelly Green,,,kellygreen@synovus.com,,List import
11043099,Inactive Investor,Daniel Hernandez,,J.P. Morgan Securities LLC Chino CA 7033 Schaefer Ave,daniel.hernandez@jpmorgan.com,,Salesforce
10762322,Inactive Investor,Daniel Wolf,,"Truist Investment Services, Inc. Largo FL 380 Indian Rocks Rd N",daniel.wolf@truist.com,,Salesforce
10617266,,Eric Saunders,,,eric.saunders@edwardjones.com,,List Import
9579577,,Michael Yang,,,michaelyang831@gmail.com,,List import
9555443,,julieann Dennis,,,beckjuilz@gmail.com,,
10846840,Inactive Investor,Andrew Shuldberg,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,andrew.shuldberg@fidelity.com,,Salesforce
9627305,,DONG GWAN KIM,,,ylcdk0021@gmail.com,,List import
11193123,Inactive Investor,Marine Doguzashvili,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,marine.doguzashvili@jpmorgan.com,,Salesforce
11032238,Inactive Investor,Kencie Zmich,Financial Advisor,Edward Jones Bloomingdale IL 303 E Army Trail Rd,kencie.zmich@edwardjones.com,,Salesforce
10807204,Inactive Investor,Tiana Carlson,Client Service Associate,Morgan Stanley Casper WY 123 W 1st St,,,Salesforce
11108472,Inactive Investor,Domenick Carofine,Financial Advisor,Lumiere Financial Middletown NJ Private Residence,domenick.carofine@lumierefg.com,,Salesforce
11153549,Inactive Investor,Robert Adams,,"Fortune Financial Services, Inc. Barrington NH Private Residence",,,Salesforce
11118387,Inactive Investor,Kenneth Bertin,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,bertink@ceteranetworks.com,,Salesforce
9641171,,Rasna Bedi,,,k1412om@gmail.com,,List import
10770370,Inactive Investor,Lester Kuan,National Risk Officer,Morgan Stanley Miami FL 220 Alhambra Cir,lester.kuan@morganstanley.com,,Salesforce
10596302,,Jeff Lewis,,,jeff.lewis@truist.com,,Web Form Fillout
10473279,,Garrett Cooper,,,garrett.cooper@nice.com,,Web Form Fillout
10858604,Inactive Investor,Joshua Flesch,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",joshua.flesch@ml.com,,Salesforce
347446,,Thomas Bentzen,"Financial advisor, Diligence Manager",Iwc Investment Partners A/s,tbe@iwc.dk, -12368,Manual List Upload
10768340,Inactive Investor,Thomas Martorana,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Royersford PA 542 N Lewis Rd,tmartorana@janney.com,,Salesforce
10768954,Inactive Investor,Douglas Bumann,,PFS Investments Inc. Colorado Springs CO 13570 Northgate Estates Dr,douglas.bumann@primerica.com,,Salesforce
10887911,Inactive Investor,James Rice,Chief Investment Officer,"JQR Capital Management, LLC West Hartford CT 23 Grennan Rd",jqr@jqrcapital.com,,Salesforce
11207332,Inactive Investor,Yeena Liu,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,yeena.liu@morganstanley.com,,Salesforce
123906,,Peter Labella,President,"Hightower Advisors, Llc",plabella@fma-advisory.com,1-717-232-8850,
10912836,Inactive Investor,Sarah Murphy,Investment Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",sarah.b.murphy@rbc.com,,Salesforce
11190413,Inactive Investor,Richard Balch,,"Osaic Wealth, Inc. Green Bay WI 1234 S Ridge Rd",,,Salesforce
9644359,,Kristoffer Berglund,,,kristoffer.berglund@sida.se,,List import
10783649,Inactive Investor,Michael Voris,,Goldman Sachs & Co.,michael.voris@gs.com,,Salesforce
165267,,Michael Resua,,[Unknown],michael6498@yahoo.com,,
9622412,,Sandra Familet,,,sandra@cfl3.org,,List import
9568860,,Dee Rivas,,,dsrivas1@gmail.com,,List import
9610800,,YORAM LESHEM,,,cooledan@gmail.com,,List import
10779504,Inactive Investor,Katherine Latshaw,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,katherine_latshaw@vanguard.com,,Salesforce
11096097,Inactive Investor,Judy Adams,Chief Compliance Officer,"Hot Springs Asset Management, Inc. Hot Springs Village AR PO Box 8070",,,Salesforce
10947500,Inactive Investor,Christopher Zingaro,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",christopher.zingaro@nm.com,,Salesforce
11024914,Inactive Investor,James Magee,,"Principal Securities, Inc. Crystal MN Private Residence",magee.james@principal.com,,Salesforce
11111136,Inactive Investor,Jonathan Lubell,Wealth Manager,"Kingsview Wealth Management, LLC Soquel CA 2901 Park Ave",jlubell@kingsview.com,,Salesforce
11063886,Inactive Investor,Blake Coleman,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,,,Salesforce
11088324,Inactive Investor,Patricia Manocchio,,"Moors & Cabot, Inc.",pforman@moorscabot.com,,Salesforce
11262244,Inactive Investor,Jacob Marcini,Business Development Associate,"The Entrust Group, Inc",jmarchini@theentrustgroup.com, +1 510-587-0950 x251,Salesforce
10924131,Inactive Investor,Dillon Burns,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,dillonburns.team@fidelity.com,,Salesforce
10888813,Inactive Investor,Tuyen Pham,,"Pensionmark Securities, LLC Newport Beach CA 1300 Dove St",tuyen.pham@pensionmark.com,,Salesforce
11122447,Inactive Investor,Angela Plesh,,First Manhattan Securities LLC,aplesh@firstmanhattan.com,,Salesforce
11043208,Inactive Investor,Alan Buck,,LPL Financial LLC Zionsville IN 1543 W Oak St,alan.buck@lpl.com,,Salesforce
10763570,Inactive Investor,Raymond Hayes,,J.P. Morgan Securities LLC New York NY 277 Park Ave,raymond.hayes@jpmorgan.com,,Salesforce
371756,,Navin Malkani,,United States,jeanebelanick@gmail.com,,Salesforce
9555045,,Joseph Liquibit USD Market Neutral Arbitrage Fund,,,arbfundusd@liquibit.io,,List import
10883311,Inactive Investor,Stacy Turney,Financial Advisor,Edward Jones Decatur AL 1794 S Bethel Rd,stacy.turney@edwardjones.com,,Salesforce
11045231,Inactive Investor,Nicholas Birren,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",nicholas.birren@bernstein.com,,Salesforce
9577287,,Richard Henricks,,,richard.henricks@thrivent.com,,List import
11002667,Inactive Investor,Santiago Muriel,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",,,Salesforce
10831174,Inactive Investor,John Kuhn,Financial Advisor;Wealth Advisor,LPL Financial LLC Fargo ND 2704 Broadway N,john.kuhn@lpl.com,,Salesforce
11042928,Inactive Investor,Phillip Frix,Financial Advisor,Edward Jones Smithfield VA 1807 S Church St,phil.frix@edwardjones.com,,Salesforce
10807231,Inactive Investor,Jonathan Archer,Financial Professional,"MML Investors Services, LLC Hilliard OH 4094 Main St",jarcher@financialguide.com,,Salesforce
11239199,Inactive Investor,Frank McManus,,"Downey Financial Group, LLC",frank@downeyinsurance.com,,Salesforce
10826810,Inactive Investor,Roanne Norris,Portfolio Associate,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,roanne.norris@morganstanley.com,,Salesforce
142215,,Michael Gibney,,"Modera Wealth Management, Llc",michaelg@moderawealth.com,(201) 768-4600,
10946325,Inactive Investor,Eric Kolowski,Financial Advisor Trainee,Edward Jones Peoria Heights IL 4450 N Prospect Rd,eric.kolowski@edwardjones.com,,Salesforce
11051571,Inactive Investor,Nicholas Cianci,Chief Executive Officer;Founder;Managing Member,Muse Capital Management LLC,nick.cianci@musecapitalmgmt.com,,Salesforce
11102450,Inactive Investor,Borgia Yapi,,J.P. Morgan Securities LLC Conyers GA 2183 Hwy 20 SE,borgia.yapi@jpmorgan.com,,Salesforce
222875,,Lisa Mattackal,,[Unknown],lisapauline.mattackal@thomsonreuters.com,,Direct
10933313,Inactive Investor,Elaine Hahn,Chief Investment Officer,"Hahn Capital Management, LLC San Francisco CA 601 Montgomery St",,,Salesforce
10857643,Inactive Investor,Windus Fernandez Brinkkor,Senior Vice President - Wealth Management,"Trilogy Capital, Inc. San Diego CA 12520 High Bluff Dr",windus.fernandez-brinkkor@trilogyfs.com,,Salesforce
10763268,Inactive Investor,Nathaniel Bier,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,nathaniel.bier@morganstanley.com,,Salesforce
11202060,Inactive Investor,John Williams,Director;Shareholder,"Leavell Investment Management, Inc.",jwilliams@leavellinvestments.com,,Salesforce
9574012,,Michael Gismondi,,,mgismondi@discap.com,,List import
345775,,Michael Sharp,"Founder, Managing Member",The Sharp Financial Group,msharp@sharpllc.com,215-659-2130,Manual List Upload
10871176,Inactive Investor,Daniel Wolff,,HSBC Securities (USA) Inc.,,,Salesforce
9610421,,Walter Webb,,,wwebb2@janney.com,,List import
10770838,Inactive Investor,Charles Carlin,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11055319,Inactive Investor,Mathew Lee,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
9640930,,Robert DeMichiei,,,demichieira@upmc.edu,,List import
11023696,Inactive Investor,Katrina Stumpf,,"Osaic Wealth, Inc. Phoenix AZ 3550 N Central Ave",,,Salesforce
11029746,Inactive Investor,Leo Harrington,Investment Executive,"Fifth Third Securities, Inc. Waxhaw NC 8100 Kensington Dr",leo.harrington@53.com,,Salesforce
10952865,Inactive Investor,Maxwell Yee,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10769348,Inactive Investor,Candace Meister,,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,,,Salesforce
10902508,Inactive Investor,Parish Lowrie,,State Farm VP Management Corp. Jasper GA 360 W Church St,parishlowrie@statefarm.com,,Salesforce
11108361,Inactive Investor,Anthony Thornton,,"Regulus Financial Group, LLC Sugar Land TX Private Residence",,,Salesforce
11260478,Inactive Investor,Salina Thakor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9547216,,Harry Singe,,,hs18global@yahoo.com,,List import
10818639,Inactive Investor,Elise Defenbaugh,Client Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
11203822,Inactive Investor,Bruce Yenk,,USA Financial Securities LLC Old Bridge NJ 1 Jacoma Blvd,,,Salesforce
9631418,,Nikolas Skarlatos,,,gre28nikolas@gmail.com,,List import
10815008,Inactive Investor,Daniel Ludwin,Founding Partner;President,Salomon and Ludwin,dan@salomonludwin.com,,Salesforce
11123463,Inactive Investor,Julian Rivera,Paraplanner;Specialist,"Ameriprise Financial Services, LLC Scottsdale AZ 14500 N Northsight Blvd",julian.rivera@ampf.com,,Salesforce
10967906,Inactive Investor,Adam Winter,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
245820,,Not Provided,Policy Advisor,Office of Congressman French Hill (AR-02),jae.jang@mail.house.gov,,Manual List Upload
10850986,Inactive Investor,Spencer Graeter,Chief Compliance Officer;Co-Chief Investment Officer;Founder;Managing Member;Principal,"Graeter Wealth Advisors, LLC",spencer@graeterwealth.com,,Salesforce
10721806,,Kallie Cassin,,,cushxe10df@knmcadibav.com,,Web Form Fillout
10948273,Inactive Investor,John-Thomas Lloyd,Advisor,Parkshore Wealth Management Roseville CA 3007 Douglas Blvd,john-thomas@parkshorewealth.com,,Salesforce
11020682,Inactive Investor,Bryce Williams,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,,,Salesforce
10853954,Inactive Investor,Ryan Pine,Founding Partner;Investment Officer,"Genesee Capital Advisors, LLC",ryan.pine@geneseeadvisors.com,,Salesforce
11196834,Inactive Investor,Brannon Jolley,,"Centaurus Financial, Inc. Clark Fork ID Private Residence",,,Salesforce
9543025,,Dennis Pellegrini,,,dpellegrini@pbsrep.com,,List import
10913040,Inactive Investor,Nicholas Martucci,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,nicholasmartucci.team@fidelity.com,,Salesforce
10695969,,Ignacio Baselga,,BTG Pactual,ignacio.baselga@btgpactual.com,,List Import
9603009,,Bryce Engel,"Chief Executive Officer, Member",Coppell Advisory Solutions Llc,robert.pujia@fusioncm.com,,List import
9638806,,Jennifer Cole,,,jcole@mapension.com,,List import
11032016,Inactive Investor,Evan Loh,Client Relationship Specialist,LPL Financial LLC Wayzata MN 1200 Wayzata Blvd E,evan.loh@lpl.com,,Salesforce
10489337,,Gary Carby,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,gary.carby@ubs.com,469-440-0509,List Import
10863329,Inactive Investor,Christine Heim,,First Manhattan Securities LLC,cheim@firstmanhattan.com,,Salesforce
11000921,Inactive Investor,Jacob Canfield,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",jacob.canfield@equitable.com,,Salesforce
10914654,Inactive Investor,Brian McGivern,Chief Compliance Officer;Financial Advisor;President,"Stonestreet Financial, Inc.",brian@stonestreetfinancialinc.com,,Salesforce
373738,,James Willett,,[Unknown],jkcae@comcast.net,,source
11199636,Inactive Investor,Emily Melchiori,Financial Advisor,Edward Jones Coffeyville KS 216 W 9th St,emily.melchiori@edwardjones.com,,Salesforce
11024708,Inactive Investor,Jeffrey Kerbler,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Pickerington OH 1501 Stonecreek Dr S,jeffrey.kerbler@opco.com,,Salesforce
11016443,Inactive Investor,Paul Tomasek,Financial Advisor,Edward Jones Charlotte MI 311 Lansing St,paul.tomasek@edwardjones.com,,Salesforce
11097150,Inactive Investor,David Gleason,,"Farmers Financial Solutions, LLC Kansas City MO 6755 N Pennsylvania Ave",,,Salesforce
10983780,Inactive Investor,Roger Godin,,"Regulus Financial Group, LLC Independence OH 6050 Oak Tree Blvd",,,Salesforce
11114672,Inactive Investor,John Czukas,,"Harbour Investments, Inc. Brookfield WI 19265 W Capitol Dr",,,Salesforce
10885331,Inactive Investor,Benjamin Kissel,Registered Client Service Associate,Morgan Stanley Peoria AZ 16155 N 83rd Ave,,,Salesforce
10774461,Inactive Investor,Kimberly Hankins,,"Osaic Wealth, Inc. Carmel Valley CA Private Residence",khankins@royalaa.com,,Salesforce
11142467,Inactive Investor,Mistie Trame,Branch Market Leader,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",mistie.trame@schwab.com,,Salesforce
9551911,,Steve Ching,,,sching@firstrepublic.com,,List import
11065642,Inactive Investor,Christopher Heintz,Financial Advisor;First Vice President,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,christopher.heintz@ubs.com,,Salesforce
10887354,Inactive Investor,Joel Hooper,Business Integration Manager;Regulatory Contact;Secretary;Wealth Manager,Plan Financial,joel.hooper@planfinancial.com,,Salesforce
11109670,Inactive Investor,Gregory Kane,Financial Advisor,"Pruco Securities, LLC. Camp Hill PA 429 S 18th St",gregory.kane@prudential.com,,Salesforce
10887973,Inactive Investor,Christopher Lawrence,,"OneAmerica Securities, Inc. Murray KY Private Residence",chris.lawrence@oasecurities.com,,Salesforce
9642605,,David L,,,david.labua@voicepark.org,,List import
1003141,Inactive Investor,Michael Levas,,Rosc Global,mjlevas@roscglobal.com,,3rd Party Lead Gen
11204378,Inactive Investor,Ryan Rice,Financial Advisor,Edward Jones Flatwoods KY 1113 Bellefonte Rd,ryan.rice@edwardjones.com,,Salesforce
10800220,Inactive Investor,William Silva,Private Wealth Advisor,"Ameriprise Financial Services, LLC Sacramento CA 2150 River Plaza Dr",william.a.silva@ampf.com,,Salesforce
10930911,Inactive Investor,Jean Carter,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jean.h.carter@jpmorgan.com,,Salesforce
11141068,Inactive Investor,Ross Cline,Financial Advisor,Edward Jones Blackwell OK 121 W Blackwell Ave,ross.cline@edwardjones.com,,Salesforce
11022837,Inactive Investor,Joseph Rehder Swallow,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,joseph.rehder-swallow@jpmorgan.com,,Salesforce
10869564,Inactive Investor,Jeffrey Alewine,Private Client Advisor,J.P. Morgan Securities LLC Bellevue WA 1320 156th Ave NE,jeffrey.t.alewine@chase.com,,Salesforce
10900292,Inactive Investor,Natasha Khera,,Goldman Sachs & Co.,,,Salesforce
11020980,Inactive Investor,Max Roy,,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",,,Salesforce
10923313,Inactive Investor,Samuel Ruggier,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,sam.ruggier.m3x1@statefarm.com,,Salesforce
353025,,Sebastian Post,"Managing Director, Co-Head of Investments",Lionheart Strategic Management LLC,spost@lionheartstrategic.com,,Event
11180296,Inactive Investor,Mitchell Stott,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
6957061,,Steve williams,,,chirpychippy09@googlemail.com,,Web Form Fillout
10615953,,Edward Murphy,,,ed.murphy@lpl.com,,List Import
10976111,Inactive Investor,Allison De Rosas,,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",,,Salesforce
10983136,Inactive Investor,Deborah Dalman,,LPL Financial LLC Grand Rapids MI 3258 Clear Vista Ct NE,deborah.dalman@lpl.com,,Salesforce
10843344,Inactive Investor,Douglas Cahill,Financial Advisor,Edward Jones Morrilton AR 201 N Moose St,,,Salesforce
11219348,,Matthew Bowar,,,matt.bowar@lpl.com,,Other
10859321,Inactive Investor,Benny Cartlidge,,"Allstate Financial Services, LLC Southlake TX 700 E Southlake Blvd",bennycartlidge@allstate.com,,Salesforce
10773780,Inactive Investor,David Skraba,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",david.skraba@equitable.com,,Salesforce
9575505,,Patrick Geary,,,pat.geary@voya.com,,List import
11235694,Inactive Investor,Christina Hudson,Chief Investment Officer;Founder,"Invenio Wealth Partners, LLC",,,Salesforce
11042332,Inactive Investor,Tiffany Gulick,Registered Client Service Associate,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",tiffany.gulick@raymondjames.com,,Salesforce
10659553,,Emichelle Creasser,,,evillasenor@primerica.com,,List Import
10825825,Inactive Investor,Brandon Pedersen,Financial Consultant,Thrivent Investment Management Inc. Waterloo IA 622 Progress Ave,brandon.pedersen@thrivent.com,,Salesforce
10923743,Inactive Investor,Bryan Hazelwood,,"Wells Fargo Advisors Financial Network, LLC Pensacola FL 316 S Baylen St",bryan.hazelwood@wellsfargoadvisors.com,,Salesforce
11209784,Inactive Investor,Amy Abromaitis,Financial Planner,"Carnegie Wealth Management, LLC",aabromaitis@carnegiewealth.com,,Salesforce
10926251,Inactive Investor,Jose Gallego,,"Osaic Wealth, Inc. Naperville IL Private Residence",,,Salesforce
10645121,,Guy Sclafani,,,sclafani.guy@ntrs.com,,List Import
11187270,Inactive Investor,Kevin McDonald,,Interactive Brokers LLC,kmcdonald@interactivebrokers.com,,Salesforce
11028940,Inactive Investor,Rose Okafor,,J.P. Morgan Securities LLC Atlanta GA 2350 Cheshire Bridge Rd NE,rose.okafor@jpmorgan.com,,Salesforce
11219355,,Leo Dierckman,,,leo.dierckman@opco.com,,Other
10843516,Inactive Investor,Michael McGowan,,"Osaic Wealth, Inc. Charlotte NC 7301 Carmel Executive Park Dr",,,Salesforce
10787459,Inactive Investor,Brandon Hale,,The Huntington Investment Company Traverse City MI 1227 E Front St,,,Salesforce
9573831,,Neil Christie,,,nnchristie24@gmail.com,,List import
10828607,Inactive Investor,Adam Link,Wealth Management Associate,Morgan Stanley Davenport IA 4300 E 53rd St,,,Salesforce
11148800,Inactive Investor,James Corrigan,,"Sanctuary Securities, Inc. Chicago IL 209 S La Salle St",jcorrigan@sanctuarywealth.com,,Salesforce
11110301,Inactive Investor,James Moriarty,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",james_moriarty@ml.com,,Salesforce
10903073,Inactive Investor,Leslie Haggerty,,"Raymond James & Associates, Inc.",leslie.haggerty@raymondjames.com,,Salesforce
11022987,Inactive Investor,Ying Mok,,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,ying.mok@jpmorgan.com,,Salesforce
11045255,Inactive Investor,James MacMillan,,"Raymond James Financial Services, Inc. Bothell WA 15130 Main St",,,Salesforce
10759842,Inactive Investor,Matthew Hebiton,,Goldman Sachs & Co.,matthew.hebiton@gs.com,,Salesforce
10773897,Inactive Investor,Marc Young,Regional Vice President,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,marc.young@primerica.com,,Salesforce
10849810,Inactive Investor,Jeffrey Gates,Chief Investment Officer;Lead Advisor;Partner,"Cable Hill Partners, LLC Portland OR 806 SW Broadway",jeff.gates@cablehill.com,,Salesforce
10784148,Inactive Investor,Mark Sonnier,Financial Advisor,Edward Jones League City TX 1005 W Main St,mark.sonnier@edwardjones.com,,Salesforce
10831444,Inactive Investor,Jeffrey Johannes,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
11149808,Inactive Investor,Jeff Israel,,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,jeffrey_israel@glic.com,,Salesforce
9561895,,Jason -,,,jdwongmd@gmail.com,,List import
11045422,Inactive Investor,Jonathan Ustun,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",jonathan.ustun@wellsfargoadvisors.com,,Salesforce
9575028,,Patrick Kramer,,,patrickkramer@financialguide.com,,List import
11191350,Inactive Investor,Abdulrahman Jama,Wealth Management Associate,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,abdulrahman.jama@morganstanley.com,,Salesforce
10927505,Inactive Investor,Christopher Strackman,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10487758,,Christopher Terry,"Portfolio Manager, Senior Research Analyst, Vice President",Hodges Capital Management Inc,cterry@firstdallas.com,,List Import
10830633,Inactive Investor,Thomas Sontag,Investment Advisor Representative,"Cornerstone Wealth Management, LLC Saint Louis MO 200 S Hanley Rd",,,Salesforce
9577057,,Fred Lowrance,,,fred@leedannerbass.com,,List import
11181221,Inactive Investor,Thomas McCabe,Client Service Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,thom.mccabe@morganstanley.com,,Salesforce
10828702,Inactive Investor,Sheila Deshields,Member,"Altos Financial Management, LLC",sheila@insureforlessmoney.com,,Salesforce
11235012,Inactive Investor,Mark Banta,Chief Investment Officer,Banta Asset Management LP,mark@bantaassetmanagement.com,,Salesforce
10868619,Inactive Investor,Kelly O'Neill,,"Wells Fargo Advisors Financial Network, LLC Buffalo NY 8207 Main St",kelly.hair@wfafinet.com,,Salesforce
11200983,Inactive Investor,Jenna Brazile,Client Advisor;Director;Managing Director,"Freestone Capital Management, LLC",jbrazile@freestonecapital.com,,Salesforce
10811395,Inactive Investor,Michael Sirgo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",mike.sirgo@ml.com,,Salesforce
352745,,Jonathon Fradin,Associate,"New Heritage Capital, Llc",jfradin@newheritagecapital.com,617-439-0688,Manual List Upload
11138872,Inactive Investor,William Hazel,,"Farmers Financial Solutions, LLC Longmont CO 2130 Mountain View Ave",whazel1@farmersagent.com,,Salesforce
11167461,Inactive Investor,Eric Hunsicker,,"CreativeOne Securities, LLC Topeka KS 3311 SW Van Buren St",,,Salesforce
10954357,Inactive Investor,Cody Keller,Management Advisor,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
11089880,Inactive Investor,Steven Sen,,"The Leaders Group, Inc.",,,Salesforce
11230631,Inactive Investor,Maclendon Aiken,Relationship Manager,Hilltop Securities Inc.,,,Salesforce
10644994,,Mark Salamasick,,,csalamasick@cmdglobal.com,,List Import
10617110,,Scott Kesten,,,scott.kesten@ampf.com,,List Import
9614698,,Vladislav Bocharov,,,adw4nce@gmail.com,,List import
10815402,Inactive Investor,Joseph LaCagnina,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Naples FL 5295 Tamiami Trl N",joe.lacagnina@schwab.com,,Salesforce
10913000,Inactive Investor,Michael Green,Wealth Management Advisor,"Apollon Wealth Management, LLC",michael.green@apollonwealth.com,,Salesforce
10921089,Inactive Investor,Michelle Snow,Chief Compliance Officer;Chief Executive Officer,Pyxis Capital Inc.,michelle@northstarwealthinc.com,,Salesforce
344695,,Connie Quinn,Executive Assistant,"Meridian Wealth Management, Llc",cquinn@meridianwealthllc.com,859-543-4516,Manual List Upload
11169299,Inactive Investor,Mary Carr,Client Associate,UBS Financial Services Inc. Lexington KY 307 S Ashland Ave,mary.l.carr@ubs.com,,Salesforce
9624534,,John According,,,es@admi.com,,List import
11194409,Inactive Investor,Kashaela Ransaw,,Morgan Stanley Alpharetta GA 3 Edison Dr,kashaela.ransaw@morganstanley.com,,Salesforce
176725,,Guenter Jaeger,"Managing Partner, CEO, CIO",[Unknown],g.jaeger@plexusinvestments.com, +423 375 04 00,Database Upload
10885118,Inactive Investor,Andrew Boyd,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,andrew.boyd@fidelity.com,,Salesforce
10767488,Inactive Investor,Daniel Vaughn,Financial Advisor,"Wells Fargo Clearing Services, LLC Macon GA 1425 Bass Rd",russell.vaughn@wellsfargoadvisors.com,,Salesforce
11066493,Inactive Investor,Joseph Hague,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10839190,Inactive Investor,Daniel Keel,,"Equitable Advisors, LLC Torrance CA Private Residence",daniel.keel@equitable.com,,Salesforce
11044024,Inactive Investor,Derrick Johnson,Chief Compliance Officer;Member;Owner,"Johnson Wealth Management, LLC",derrick@johnsonwealth.com,,Salesforce
10779903,Inactive Investor,Robert Olson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,robert.olson@morganstanley.com,,Salesforce
11147774,Inactive Investor,Alan Macias,,"Wells Fargo Clearing Services, LLC Mount Vernon WA 1511 Riverside Dr",,,Salesforce
10828846,Inactive Investor,John Barnett,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,j.barnett@morganstanley.com,,Salesforce
11209462,Inactive Investor,Shaun Williams,Advisor;Owner;Partner;Private Wealth Advisor,Paragon Capital Management,,,Salesforce
11131990,Inactive Investor,Thomas Slaton,Portfolio Manager;President,"Colony Capital Management, LLC",mslaton@colonycapital.com,,Salesforce
9601727,,Michael Fibiger,,,michael.fibiger@trilogyfs.com,,List import
10962949,Inactive Investor,Kimberly Negre,Financial Advisor,"Equitable Advisors, LLC High Point NC 4000 Piedmont Pkwy",kimberly.negre@equitable.com,,Salesforce
11082083,Inactive Investor,Claude Gubler,Managing Member,"Periope, LC",claude@periope.com,,Salesforce
343379,,Erik Nelson,,"Dowling & Yahnke, Llc",erik.nelson@dywealth.com,,
11009299,Inactive Investor,Nestor Lopez,,Bradesco Investments Inc.,nestor.lopez@bacflorida.com,,Salesforce
11026584,Inactive Investor,Brandon Ramos,,"First Command Brokerage Services, Inc. Aiea HI 98-211 Pali Momi St",bramos@firstcommand.com,,Salesforce
11018896,Inactive Investor,Trenton Miller,,PFS Investments Inc. Blacksburg VA 100 Ardmore St,,,Salesforce
10899415,Inactive Investor,Nohe Mezabahena,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10965539,Inactive Investor,Lumina Gershfield,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",lumina.gershfield@ml.com,,Salesforce
10922840,Inactive Investor,Christina Lueders,Chief Compliance Officer;Managing Member,"Kingdom Wealth Development, LLC",,,Salesforce
9992812,,Henry Nwachukwu,,,nwachukwuhenry55@gmail.com,,Web form fillout
11206979,Inactive Investor,Kristiana Dowling,Registered Associate,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 3110 Edwards Mill Rd",kristiana.dowling@wfafinet.com,,Salesforce
9615618,,David Wurm,,,dwurm55@gmail.com,,List import
10810904,Inactive Investor,Scott Smeltzer,Assistant Vice President;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",scott.smeltzer@ml.com,,Salesforce
10944780,Inactive Investor,Edward Thomas,Financial Advisor,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",edward.thomas@prudential.com,,Salesforce
11121177,Inactive Investor,Dean Andrews,,"The Leaders Group, Inc.",dean.andrews@leadersgroup.net,,Salesforce
9546641,,Richa Rastogi,,,richa.rastogi@fmr.com,,List import
10613049,,Maurice Eskenazi,"Senior Financial Advisor, Vice President",,maurice_eskenazi@ml.com,,List Import
11137368,Inactive Investor,Jerry Modiyil,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jerry.modiyil@tdameritrade.com,,Salesforce
9593117,,Yiu Yip,,,yiuy02@gmail.com,,List import
10753082,Inactive Investor,Paul Panuccio,Financial Representative,LPL Financial LLC,paul.panuccio@lpl.com,,Salesforce
10796832,Inactive Investor,John Ginn,,NYLIFE Securities LLC Palatka FL 421 Saint Johns Ave,johnginn@ft.newyorklife.com,,Salesforce
11222568,,Andrew Bach,,,abach@firstrepublic.com,,List Import
210066,,Yemisi Fasehun,,[Unknown],arachief@yahoo.com,,Webinar
249181,,Oluwaseyi OJO,Financial Analyst,Phase3 Telecom Limited,oluwaseyipeter01@yahoo.com,,Manual List Upload
10767847,Inactive Investor,David Rakow,Financial Advisor,Edward Jones Chadds Ford PA 100 Ridge Rd,david.rakow@edwardjones.com,,Salesforce
10929167,Inactive Investor,Phillip Held,Financial Professional,"MML Investors Services, LLC Buffalo NY 37 Franklin St",pheld@financialguide.com,,Salesforce
11142974,Inactive Investor,Merdian Kukleci,,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,merdian.kukleci@jpmorgan.com,,Salesforce
11089874,Inactive Investor,Albert Lorenzi,,"The Leaders Group, Inc.",,,Salesforce
11026456,Inactive Investor,Sarah Williams,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9577387,,Geraldine Tan,,,tangerry5@gmail.com,,List import
11051977,Inactive Investor,Leslie Marchio,,J.P. Morgan Securities LLC Barboursville WV 6327 US Rte 60 E,leslie.g.marchio@jpmorgan.com,,Salesforce
10954314,Inactive Investor,Scott Johnson,,"Independent Financial Group, LLC Gatesville TX Private Residence",,,Salesforce
9551737,,Gary Lynch,,,lynch0134@gmail.com,,List import
341607,,Michael Morell,Trade Operations,Landscape Capital Management Llc,mmorell@landscapecapital.com,201-266-7984 x3,Manual List Upload
11085839,Inactive Investor,Kirstin Jensen,,NYLIFE Securities LLC Sheboygan WI Private Residence,kmares0a@ft.newyorklife.com,,Salesforce
11167794,Inactive Investor,Stephen Pilger,,"First Palladium, LLC",,,Salesforce
10755051,Inactive Investor,Nicholas Gelber,,Goldman Sachs & Co.,nicholas.gelber@gs.com,,Salesforce
10804865,Inactive Investor,Joseph Zahora,,J.P. Morgan Securities LLC Columbus OH 50 W Wilson Bridge Rd,joseph.t.zahora@jpmorgan.com,,Salesforce
10848539,Inactive Investor,John Carson,Chief Executive Officer;Regulatory Contact,"NorthStar Asset Management Company, LLC",jcarson@northstarmgt.com,,Salesforce
11072981,Inactive Investor,Barbara Heaton,Financial Planner,"Pruco Securities, LLC. San Francisco CA 50 Francisco St",barbara.burke@prudential.com,,Salesforce
10858551,Inactive Investor,Jared Walsh,Advisor;Chief Compliance Officer;Managing Partner,Reservoir Wealth Management,,,Salesforce
10612427,,Belva Barned,Associate Financial Advisor,,belva.j.barned@ampf.com,,List Import
11169415,Inactive Investor,Emma Winter,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11135584,Inactive Investor,Andrew Kraner,,MM Ascend Life Investor Services LLC,akraner@gaig.com,,Salesforce
10941452,Inactive Investor,Samantha Transfiguracion,,PFS Investments Inc. Waipahu HI 94-801 Farrington Hwy,stransfiguracion@primerica.com,,Salesforce
10766730,Inactive Investor,Peter Romanowsky,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",peter.romanowsky@ml.com,,Salesforce
10903478,Inactive Investor,Chet Eisenmayer,Registered Investment Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
10647326,,Mark Frank,,,mark.frank@tfaconnect.com,,List Import
10806003,Inactive Investor,Thomas Moore,Board Member;Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Member;Partner,KCPAG Financial Advisors LLC,tmoore@kcpag.com,,Salesforce
9641339,,Dan Griner,,,frictionaddiction300@gmail.com,,List import
11209240,Inactive Investor,Martha Nielsen,,"Principal Securities, Inc. Latham NY 637 New Loudon Rd",nielsen.martha@principal.com,,Salesforce
10865416,Inactive Investor,Scott Grella,,LPL Financial LLC Kirkland WA 5729 Lakeview Dr,scott.grella@lpl.com,,Salesforce
10874059,Inactive Investor,Jennifer Lundell,,"Stifel, Nicolaus & Company, Incorporated Saint Cloud MN 1010 W Saint Germain St",,,Salesforce
10989047,Inactive Investor,Michael Lee,,Cetera Investment Services LLC Iselin NJ 485 US Hwy 1 S,,,Salesforce
11188622,Inactive Investor,Ronald Goss,,"MML Investors Services, LLC Memphis TN 618 Oakleaf Office Ln",bgoss@financialguide.com,,Salesforce
11191795,Inactive Investor,Allison Malcolm,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10862216,Inactive Investor,John Coll,Investment Advisor Representative,"Osaic FA, Inc. Berwyn PA 850 Cassatt Rd",john.coll@lfg.com,,Salesforce
352843,,Lynn Karls,Senior Associate,Meristem Family Wealth,lkarls@meristemfw.com,952-835-2577,Manual List Upload
11222099,,Jon Augustine,,,jaugustine@btccapitalmgmt.com,,List import
10776854,Inactive Investor,Scott Commander,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",scott.e.commander@wellsfargoadvisors.com,,Salesforce
9591495,,Syed Jalal,,,jalal.syed88@gmail.com,,List import
11009572,Inactive Investor,Michael Bien,,"VALIC Financial Advisors, Inc. Austin TX 3737 Executive Center Dr",,,Salesforce
11134956,Inactive Investor,Justin Cress,,Stonex Securities Inc. Troy OH 1576 McKaig Ave,justin.cress@saswealth.com,,Salesforce
348360,,Robert Moore,"Financial Analyst, Trader",Native American Fund Advisors Llc,tmoore@pinnacleholdings.net,918-582-9823,Manual List Upload
10970773,Inactive Investor,Sean Veal,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10953573,Inactive Investor,Ryan Howley,,"Bessemer Investor Services, Inc. San Francisco CA 101 California St",,,Salesforce
10948550,Inactive Investor,Jason Beesley,,"U.S. Bancorp Investments, Inc. Dana Point CA 33621 Del Obispo St",jason.beesley@usbank.com,,Salesforce
350460,,Benoit Ribaud,"Head Of Distribution (Europe, Latin America)",Alquity Investment Management Ltd.,benoit.ribaud@alquity.com, -755777826,Manual List Upload
9599269,,an Ki,,,ngs3759@naver.com,,List import
10934399,Inactive Investor,Kevin Smith,,"American Fidelity Securities, Inc.",kevin.smith@americanfidelity.com,,Salesforce
10917060,Inactive Investor,John Fallon,,Cetera Advisors LLC Kalispell MT 240 1st Ave W,john.fallon@ceteraadvisors.com,,Salesforce
332518,,Corey Hughes,,[Unknown],corey.hughes@usc.salvationarmy.org,,Direct
10956924,Inactive Investor,Tyler Hautamaa,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9612621,,Amit Dhawan,,,amit.dhawan@cibcatlantictrust.com,,List import
11269357,,Anirudh Tiwari,,,anirudh.tiwari@jpmchase.com,,Web Form Fillout
10905067,Inactive Investor,Adam Rollins,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,arollins@ft.newyorklife.com,,Salesforce
11076496,Inactive Investor,Troy Chrane,Financial Planning Associate;Wealth Advisor,"TCI Wealth Advisors, Inc.",troy.chrane@tciwealth.com,,Salesforce
11175799,Inactive Investor,Eric Wooden,,"Raymond James Financial Services, Inc. Sikeston MO 741 N Main St",eric.wooden@raymondjames.com,,Salesforce
152438,,Raphael Schagerl,,[Unknown],raphael.schagerl@gmail.com,,Paid Social
11043721,Inactive Investor,Domenic Paolo,Branch Professional;Financial Advisor,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",domenic.paolo@raymondjames.com,,Salesforce
10882030,Inactive Investor,Benjamin Jensen,Financial Advisor,Edward Jones Montrose CO 701 E Main St,,,Salesforce
10921653,Inactive Investor,Tirumala Kollur,Chief Portfolio Officer;Managing Principal;Portfolio Manager,Sampatti Financial LLC,,,Salesforce
10893502,Inactive Investor,Shawn Short,,Money Concepts Capital Corp Florence AL 501 E Dr Hicks Blvd,sshort@moneyconcepts.com,,Salesforce
9589300,,Morgan Arford,,,morgana@comprehensivewealth.com,,List import
10760069,Inactive Investor,David Lindberg,Financial Advisor,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,david.lindberg@morganstanley.com,,Salesforce
10793804,Inactive Investor,Edward Whiddon,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",edward_whiddon@ml.com,,Salesforce
9563157,,Dineth Kiri-Ellage,,,kirielladineth@gmail.com,,List import
9599601,,Carla Fava,,,cfava@innealtacapital.com,,List import
10883598,Inactive Investor,Briana Lambert,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9616499,,George Fears,,,gmfusna83@yahoo.com,,List import
10754801,Inactive Investor,David Nicholson,,"Cambridge Investment Research, Inc. Schaumburg IL 1700 E Golf Rd",,,Salesforce
11171477,Inactive Investor,Dariel Rivera Rouss,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
11092725,Inactive Investor,Elizabeth Bruno,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",elizabeth.bruno@ampf.com,,Salesforce
11030869,Inactive Investor,Ryan Reed,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",ryan.m.reed@nm.com,,Salesforce
9631602,,Momentum Hunter,,,momentumhunter2@gmail.com,,List import
11112529,Inactive Investor,Jovonn Stull,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wexford PA 10638 Perry Hwy",jovonn.stull@ml.com,,Salesforce
10891473,Inactive Investor,Mallory Hunt,,"Raymond James Financial Services, Inc. Southfield MI 24800 Denso Dr",mallory.hunt@raymondjames.com,,Salesforce
11194876,Inactive Investor,Daniel Swinehart,,Cetera Advisors LLC Paoli PA 43 Leopard Rd,scott.swinehart@ceteraadvisors.com,,Salesforce
10987828,Inactive Investor,Darren Johns,Financial Advisor;Vice President,"Citizens Securities, Inc. Glenshaw PA 1704 Mount Royal Blvd",darren.johns@citizenssecurities.com,,Salesforce
248106,,ewrfawejl klkajklfjdsk,,[Unknown],sdlkfjk@gmail.co,,Paid Social
11186646,Inactive Investor,Robert Krehely,,Edward Jones Inverness FL 2305 Hwy 44 W,robert.krehely@edwardjones.com,,Salesforce
11088281,Inactive Investor,Allison Dowden,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,allison.schaefer@fidelity.com,,Salesforce
10774014,Inactive Investor,Richard Daetwiler,Director - Structured Solutions and Products,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,richard.daetwiler@ubs.com,,Salesforce
10887376,Inactive Investor,Alexander Cavendish,Chief Executive Officer;Director,Hedonova Advisors LLC Los Angeles CA 633 W 5th St,alexander@hedonova.io,,Salesforce
11151231,Inactive Investor,Candace McConnell,Financial Advisor;Vice President,Morgan Stanley San Rafael CA 1101 5th Ave,candace.mcconnell@morganstanley.com,,Salesforce
11051635,Inactive Investor,Adam Greene,Senior Wealth Manager,Sage Financial Group Inc.,,,Salesforce
10901342,Inactive Investor,Molly Andoe,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,molly.andoe@fmr.com,,Salesforce
11184527,Inactive Investor,Catherine Peduto,,"Allstate Financial Services, LLC Palm Beach Gardens FL 5602 PGA Blvd",catherinepeduto@allstate.com,,Salesforce
10658766,,Zanielle Grinnell,,,zanielle.grinnell@ml.com,,List Import
10847771,Inactive Investor,David Denton,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,ddenton@rwbaird.com,,Salesforce
10905544,Inactive Investor,Dennis Turner,Registered Administrative Associate,LPL Financial LLC Germantown TN 9061 Stone Walk Pl,dennis.turner@lpl.com,,Salesforce
9579803,,Francis Walsh,,,walshfrancis@gmail.com,,List import
11086917,Inactive Investor,Adriana Hihi,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10851623,Inactive Investor,Dominic Prioli,,"Raymond James & Associates, Inc.",dominic.prioli@raymondjames.com,,Salesforce
9580550,,Peter Floyd,,,pfloyd@dr.com,,List import
11212550,Inactive Investor,Nicole Velazquez,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",nicole.velazquez@lfg.com,,Salesforce
9629208,,Sean Murphy,,,sdm.murphy@gmail.com,,List import
11001898,Inactive Investor,Robert McLarnon,,Cetera Advisor Networks LLC Chalfont PA 3425 Limekiln Pike,,,Salesforce
9572836,,Jeremy Carton,,,jcarton@altafundamental.com,,List import
10696339,,Lindsey Slingerland,,InvestCloud,lslingerland@investcloud.com,,List Import
8188316,,Salvador Villela,,,sal.villelarodriguez1960@gmail.com,,Web Form Fillout
10880866,Inactive Investor,Anthony Jezek,Chief Executive Officer;Founder;Founding Partner;Senior Wealth Manager,"Olistico Wealth, LLC",tony.jezek@olisticowealth.com,,Salesforce
11187655,Inactive Investor,Douglas Messina,Financial Advisor,"Ameriprise Financial Services, LLC Warwick NY 7 Wisner Rd",douglas.messina@ampf.com,,Salesforce
10791965,Inactive Investor,Shelly Coville,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",shelly.coville@ml.com,,Salesforce
9601147,,Mark Pearson,,,mpearson@investwithclarity.com,,List import
9593090,,Matthew J. Edmonds,,,Matt@jamakepe.com,,List import
11067179,Inactive Investor,Elizabeth McDougall,Senior Client Service Associate,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,elizabeth.mcdougall@ubs.com,,Salesforce
9589501,,Tony Jung,,,tony@myspectrum.com,,List import
10836994,Inactive Investor,Arthur Chase,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Vienna VA 8045 Leesburg Pike,arthur.chase@ubs.com,,Salesforce
10953194,Inactive Investor,Scott O'Connor,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,soconnor@ft.newyorklife.com,,Salesforce
9585393,,Stephen Chickering,,,schickering3@gmail.com,,List import
190838,,Kenneth Bayliss,,[Unknown],baylissk@ymail.com,,product
11175526,Inactive Investor,Brian White,Partner;Wealth Manager,"Spectrum Investment Advisors, Inc.",bwhite@spectruminvestor.com,,Salesforce
10816265,Inactive Investor,Joel Marquis,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,joel.marquis@jpmorgan.com,,Salesforce
10763890,Inactive Investor,Scott Fishman,Financial Consultant,Commonwealth Financial Network Wilton NH Private Residence,sfishman@cfnmail.com,,Salesforce
10969668,Inactive Investor,Grace Heid,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,grace.heid@fmr.com,,Salesforce
9543970,,Andrew Goods,,,gred@live.com,,List import
11231061,Inactive Investor,Christopher Ledell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",christopher.ledell@ml.com,,Salesforce
8480777,,Carolyn Heger,,Edward Jones,carolyn.heger@edwardjones.com,,List Import
9637775,,Richard Grundsten,,,rick56eee@gmail.com,,List import
11076776,Inactive Investor,Mark Gordon,Chief Investment Officer;Regulatory Contact,"Wealth Architects, LLC",markg@wealtharchitects.com,,Salesforce
11117328,Inactive Investor,Matthew Oliksowycz,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 941 Lexington Ave,matthew.j.oliksowycz@jpmorgan.com,,Salesforce
10952602,Inactive Investor,William Spearing,Financial Advisor,"Osaic Wealth, Inc. Northampton MA 90 Conz St",,,Salesforce
10976740,Inactive Investor,Clair Mars,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9586807,,Karl Kuchel,,,karl.kuchel@macquarie.com,,List import
1004219,Inactive Investor,Marc Berger,,Marc Berger,marcb@cpfg.com,,3rd Party Lead Gen
11259970,Inactive Investor,Timothy Cahyadi,Investment Associate,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,timothy.f.cahyadi@jpmorgan.com,,Salesforce
9572042,,Shrinivas Tummala,,,shrini.tummala@gmail.com,,List import
10793325,Inactive Investor,Robert Queen,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,queenr@ceteranetworks.com,,Salesforce
9586086,,homero garza,,,hgarza910@gmail.com,,List import
11153680,Inactive Investor,Joshua Garcia,,AW Securities,,,Salesforce
11271956,,Ricardo Mohamed,,,ricardomohamed@icloud.com,,Web Form Fillout
10849934,Inactive Investor,Mark Haser,Partner;Wealth Advisor,Artemis Financial Advisors,mhaser@artemisadvisors.net,,Salesforce
9623015,,Pankaj Sutaria,,,pankaj.sutaria13@gmail.com,,List import
11183129,Inactive Investor,Nylene Partsch,,"Allstate Financial Services, LLC Bloomsburg PA 16 W Main St",nylenepartsch@allstate.com,,Salesforce
11189638,Inactive Investor,Gerald Saelzer,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",gerry.saelzer@raymondjames.com,,Salesforce
9552311,,Beidi Gu,,,beidi.gu@rohatyngroup.com,,List import
9578597,,Kevin McCluskey,,,kmcclusk@yahoo.com,,List import
10993594,Inactive Investor,James Brueggeman,Investment Advisor,"Osaic Wealth, Inc. Kimberly WI 717 Eisenhower Dr",,,Salesforce
10855295,Inactive Investor,Robert Springer,,"Osaic Wealth, Inc. Allentown PA 1401 N Cedar Crest Blvd",,,Salesforce
10997430,Inactive Investor,Carter Chotin,Financial Services Advisor,LPL Financial LLC Covington LA 736 Cottage Ln,carter.chotin@lpl.com,,Salesforce
11067107,Inactive Investor,Christopher Macleod,,"Wells Fargo Advisors Financial Network, LLC Midland TX 24 Smith Rd",chris.macleod@wfafinet.com,,Salesforce
11054201,Inactive Investor,James Desharnais,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,james.e.desharnais@citi.com,,Salesforce
10880516,Inactive Investor,Taylor Welsh,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10719164,,Cliff Bolstad,,,cbolstad355@gmail.com,,Web Form Fillout
10989700,Inactive Investor,Denisse Hernandez,,J.P. Morgan Securities LLC Mansfield TX 2980 Matlock Rd,denisse.hernandez@jpmorgan.com,,Salesforce
10646522,,Frederic Jauch,,,fred.jauch@ubs.com,,List Import
11236450,Inactive Investor,Miguel Castaneda,Senior Wealth Advisor,Guerra Wealth Advisors,miguel@guerrafinancial.com,,Salesforce
11123374,Inactive Investor,Hillario Rukobo,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,hillario_rukobo@vanguard.com,,Salesforce
10489952,,Lawrence Deramus,"Chief Compliance Officer, Chief Executive Officer, Managing Member, President","Deramus Wealth Management, LLC",lderamus@deramuswealth.com,,List Import
9642729,,Micheal Mild,,,michealmild@gmail.com,,List import
10724360,,Nam Tran,,,nam@saitachain.com,,Web Form Fillout
10882362,Inactive Investor,Christopher D'Camp,Financial Advisor,Edward Jones Humble TX 7702 FM 1960 Rd E,,,Salesforce
10986499,Inactive Investor,Zachary Murcott,,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,,,Salesforce
9630527,,Denesh Persaud,,,deneshpersaud8@gmail.com,,List import
9646082,,Arun Kalra,,,kalra@pjtpartners.com,,List import
11238313,Inactive Investor,Byron Deese,,Glass Jacobson Wealth Advisors,byron.deese@glassjacobsonia.com,,Salesforce
9634781,,Robert Brindisi,,,rbrindisi@chadlersolutions.com,,List import
10889344,Inactive Investor,Craig Dickson,Financial Advisor,"Gradient Securities, LLC Lewiston ME 240 Russell St",cdickson@gradientsecurities.com,,Salesforce
11089608,Inactive Investor,Charles Rushmore,,USA Financial Securities LLC,,,Salesforce
160418,,Dan Stachelski,,[Unknown],stachelskid@gmail.com,,
10884443,Inactive Investor,Charles Welsheimer,,"Principal Securities, Inc. Anderson IN Private Residence",,,Salesforce
9583001,,Brian Mackey,"Chairman, Chief Executive Officer, Shareholder",4Thought Financial Group Inc.,bmackey@4tfg.com,,List import
10486747,,Sara Bravo,Registered Client Service Associate,"Raymond James & Associates, Inc.",sara.bravo@raymondjames.com,,List Import
10862310,Inactive Investor,Bryan Bastoni,,Purshe Kaplan Sterling Investments Dennis MA 586 Main St,bbastoni@pksinvest.com,,Salesforce
9597652,,Jennifer Mello,,,jmello@altamontcapital.com,,List import
9588284,,Yash Chandwani,,,yash.chandwani@iag.com.au,,List import
9644174,,Eric Chung,,,ehc325@gmail.com,,List import
10810992,Inactive Investor,Brian Youmans,,State Farm VP Management Corp. Inver Grove Heights MN 6175 Cahill Ave,,,Salesforce
9622749,,Rishad Hossain,,,rishadgg@gmail.com,,List import
11167007,Inactive Investor,Steven May,Managing Director,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,steven.may@ubs.com,,Salesforce
11152227,Inactive Investor,Lamar Edwards,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",lamar.edwards@nm.com,,Salesforce
10798676,Inactive Investor,Sam Zeibak,Financial Advisor,The Huntington Investment Company Florence KY 6666 Industrial Rd,sam.zeibak@huntington.com,,Salesforce
10844600,Inactive Investor,Raymond Kramer,Chief Compliance Officer;Managing Partner,Monon Wealth Management,ray@mononwealth.com,,Salesforce
11117311,Inactive Investor,Edelia Trevino,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",edelia.trevino@ffga.com,,Salesforce
11111118,Inactive Investor,David Price,Chief Compliance Officer;Member,"St. Johns Investment Management Company, LLC Jacksonville FL 7915 Baymeadows Way",andrew@stjohnsinv.com,,Salesforce
10819241,Inactive Investor,Thomas Murphy,Owner;President,"T.M. Murphy Investment Management, Inc.",,,Salesforce
9596585,,Carol Ho,,,carol@guideline.com,,List import
11180262,Inactive Investor,Andrew Barrett,Chief Operating Officer;Member;Partner,"Family Asset Management, LLC",abarrett@familyasset.us,,Salesforce
10822162,Inactive Investor,Susan Hash,Senior Client Service Associate,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",susan.hash@alexbrown.com,,Salesforce
11036570,Inactive Investor,Sydney Dixon,Paraplanner,"Ameriprise Financial Services, LLC Miamisburg OH 2835 Miami Village Dr",sydney.howell@ampf.com,,Salesforce
351,,,,,Hill3334@bigpond.com,,
9558614,,David Bundy,,,dbundy@deandorton.com,,List import
10890673,Inactive Investor,Natalia Satygo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",natalia.wesson@ml.com,,Salesforce
11094913,Inactive Investor,Eli Cohen,Member;Principal,GenTrust,eli@gentrustwm.com,,Salesforce
11035146,Inactive Investor,Allison Schwartz,Associate Advisor;Client Services Manager,Commonwealth Financial Network Troy MI 2950 W Square Lake Rd,aschwartz@commonwealth.com,,Salesforce
343845,,Satchel Park,Research Director,"Trinity Hunt Management, L.p.",spark@trinityhunt.com,214-777-6600,Manual List Upload
211469,,Louise Melbye,Retired,Retired,louise.melbye@gmail.com,,Content
11192239,Inactive Investor,Salmaan Ayoob,Investment Advisor,Fisher Investments,,,Salesforce
10946988,Inactive Investor,Tracy Fierro,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,tracy.fierro@primerica.com,,Salesforce
11072456,Inactive Investor,Samantha Webster,Financial Advisor,Ciccarelli Advisory Services Inc Rochester NY 110 Linden Oaks,swebster@cas-rocny.com,,Salesforce
219689,,Oliver WASHINGTON,,[Unknown],oliver.washington2@gmail.com,,Direct
10991681,Inactive Investor,Jennifer Lindsey,,J.P. Morgan Securities LLC Niles OH 5555 Youngstown Warren Rd,jennifer.lindsey@jpmorgan.com,,Salesforce
237283,, -,,[[Unknown]],minveronica@gmail.com,,Organic Search
10893480,Inactive Investor,Ted Roberts,,"Raymond James Financial Services, Inc. Colorado Springs CO 5725 Mark Dabling Blvd",ted.roberts@raymondjames.com,,Salesforce
10874324,Inactive Investor,Jonathan Roberts,,"VALIC Financial Advisors, Inc. Columbia SC 3710 Landmark Dr",jonathan.roberts@valic.com,,Salesforce
10862446,Inactive Investor,Peter Coutracos,,"Empower Financial Services, Inc",peter.coutracos@empower.com,,Salesforce
11152531,Inactive Investor,Andrew Lucius,Financial Advisor,"Osaic Wealth, Inc. Bascom OH 5941 W Tiffin St",,,Salesforce
9629970,,Russell Falcon,,,rkfalcon@gmail.com,,List import
11233481,Inactive Investor,April Paragas,,"Charles Schwab & Co., Inc. Henderson NV 2360 Corporate Cir",,,Salesforce
9577597,,Caleb Fairly,,,caleb.fairly@occunet.com,,List import
10988707,Inactive Investor,Alin Patel,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",alin.patel@nm.com,,Salesforce
10968223,Inactive Investor,Taylor Lambert,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10974769,Inactive Investor,Nicholas Oneal,,"Wilson-Davis & Co., Inc.",noneal@wdco.com,,Salesforce
11028302,Inactive Investor,Jordan Walters,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 2100 S Utica Ave",jordan.landsaw@bofa.com,,Salesforce
11099321,Inactive Investor,Kelsey Saucier,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,kelsey.saucier@fmr.com,,Salesforce
10947163,Inactive Investor,Tyler King,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9541276,,Elizabeth McCormack,,,emccormack@fflwealth.com,,List import
10793037,Inactive Investor,Nancy Zuilkowski,Compliance Officer;Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",nzuilkowski@tiaa-cref.org,,Salesforce
11193353,Inactive Investor,Kimberly Mullins,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,kimberlynmullins@primerica.com,,Salesforce
11094785,Inactive Investor,Jessica Cervinka,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;President,Kingsguard Capital LLC,jessica@kingsguardcapital.com,,Salesforce
9549854,,Heidi Currey,,,heidi.currey@thrivent.com,,List import
10989285,Inactive Investor,Michael Taylor,Premier Relationship Banker,"First Citizens Investor Services, Inc. Wilmington NC 440 S College Rd",michael.taylor@firstcitizens.com,,Salesforce
11069936,Inactive Investor,Jennifer Ralston,Private Wealth Advisor,"Executive Wealth Management, LLC",jralston@ewmadvisors.com,,Salesforce
156332,,Oliver Storey,,[Unknown],oliver.storey96@gmail.com,,Organic Search
11219150,,Brian Medina,,,brian.medina@troweprice.com,,Other
11130836,Inactive Investor,Ethan Ladd,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Andover MA 27 Main St",ethan.ladd@ml.com,,Salesforce
11015709,Inactive Investor,Benjamin Richey,Financial Advisor,LPL Financial LLC Fort Mill SC Private Residence,ben.richey@lpl.com,,Salesforce
10779618,Inactive Investor,Edward Skarbnik,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",edward.m.skarbnik@wellsfargoadvisors.com,,Salesforce
11230478,Inactive Investor,Dora Shimunova,,Paulson Investment Company LLC New York NY 40 Wall St,dshimunova@paulsoninvestment.com,,Salesforce
11193732,Inactive Investor,Salvatore Mondello,,"Equity Services, Inc. New York NY 675 3rd Ave",smondello@nationallife.com,,Salesforce
9593265,,Brian Campbell,,,bcampbell@tlcadvisory.com,,List import
229017,, -,,[[Unknown]],majorpdh@gmail.com,,
10773400,Inactive Investor,Pierre Johnson,Financial Advisor,Edward Jones New City NY 151 N Main St,pierre.johnson@edwardjones.com,,Salesforce
11122207,Inactive Investor,Wanda Gray,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11191567,Inactive Investor,Timothy Robinson,Member;Research Analyst,Boston Financial Management LLC,timr@bfminvest.com,,Salesforce
9579944,,Geoffrey Negin,,,cereal3@aol.com,,List import
11191816,Inactive Investor,Betsy Bloom,,"Raymond James Financial Services, Inc. Saddle River NJ 65 E Allendale Rd",betsy.bloom@raymondjames.com,,Salesforce
11146143,Inactive Investor,James Caulfield,Chief Compliance Officer;Investment Advisor;President,Shamrock Financial Services,,,Salesforce
11165332,Inactive Investor,Adam Henley,,"Osaic Wealth, Inc. Jeffersonville IN 605 N Shore Dr",,,Salesforce
9600969,,Michael Spinks,,,michael.spinks@kestrafinancial.com,,List import
11293127,Active Investor,James Merry,,Pacific Premier Trust Custodian FBO James Robert Merry Roth IRA,,,Salesforce
10929533,Inactive Investor,Ruben Levisman,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",ruben.levisman@nm.com,,Salesforce
44947,,Dustin Bulot,,United States,ace.ace.mh22@gmail.com,,
11030028,Inactive Investor,Austin Webb,Director;Financial Consultant,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",austin.webb@equitable.com,,Salesforce
10852309,Inactive Investor,Kerrie Boller,,"Ameriprise Financial Services, LLC Holland MI 44 E 8th St",kerrie.boller@ampf.com,,Salesforce
10937765,Inactive Investor,Nickolas Ball,,GWN Securities Inc.,,,Salesforce
120308,,Alfred Hicks,"Chief Compliance Officer, President","Financial Planning Advisors, Inc.",jeff@howtoretire.net,,
10931463,Inactive Investor,Harry Paez,,"St. Bernard Financial Services, Inc.",harry.paez@stbernardfinancial.com,,Salesforce
10857067,Inactive Investor,Daniel Vanhorn,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",daniel.vanhorn@prudential.com,,Salesforce
11045326,Inactive Investor,Robert Difabritis,,"Avantax Investment Services, Inc. Chester NJ 32 Collis Ln",,,Salesforce
11083876,Inactive Investor,Deborah Hermerding,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",deborah_hermerding@ml.com,,Salesforce
11011418,Inactive Investor,Daliana Vazquez,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,dlvazquez@ft.newyorklife.com,,Salesforce
11045155,Inactive Investor,Anthony Coulianidis,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",anthony.coulianidis@prudential.com,,Salesforce
11200179,Inactive Investor,Sanford Krilov,,Cetera Advisor Networks LLC New Orleans LA Private Residence,sanford.krilov@ceterawealth.com,,Salesforce
11160154,Inactive Investor,Casey Lang,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",,,Salesforce
10895218,Inactive Investor,Burton Weinstein,Limited Partner;Managing Partner;Regulatory Contact,"Cedarview Capital Management, LP New York NY 1 Penn Plz",bweinstein@cedarviewcapital.com,,Salesforce
11057521,Inactive Investor,Thien Vo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11073835,Inactive Investor,David Jennings,Investment Advisor,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
351419,,Eric Geveda,Managing Director,Leeds Equity Partners,eric.geveda@leedsequity.com,212-835-2000,Manual List Upload
10884538,Inactive Investor,Dustin Brown,,LPL Financial LLC Scottsdale AZ 9170 E Bahia Dr,dustin.brown@lpl.com,,Salesforce
11034008,Inactive Investor,Christopher Horoky,Financial Advisor;Investment Advisor,"Howard Bailey Securities, LLC",christopherhoroky@howardbailey.com,,Salesforce
11119136,Inactive Investor,Lauren Tran,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11121504,Inactive Investor,Brian Meyer,Financial Advisor,Robert W. Baird & Co. Incorporated Alpharetta GA Private Residence,bmeyer@rwbaird.com,,Salesforce
9622781,,Constantinos Argyros,,,diapolos1@aol.com,,List import
10782013,Inactive Investor,Timothy Radden,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",timothy.radden@nm.com,,Salesforce
9624443,,Rajbir Dhawan,,,dhawanrajbir@gmail.com,,List import
10917448,Inactive Investor,Daryl Tusa,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11193770,Inactive Investor,Kaitlin Foster,Associate Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",kaitlin.foster@ampf.com,,Salesforce
11019901,Inactive Investor,Eng Quek,,J.P. Morgan Securities LLC Seattle WA 1201 3rd Ave,eng.quek@jpmorgan.com,,Salesforce
9630023,,sd Fras,,,freundlichkostbarerpanda@muellmail.com,,List import
10879131,Inactive Investor,Jason Spanhook,Financial Advisor,Edward Jones Monmouth IL 615 N Main St,jason.spanhook@edwardjones.com,,Salesforce
11088162,Inactive Investor,Susan Pokwatka,Financial Advisor,"Founders Financial Alliance, LLC Wheeling WV 1320 National Rd",susan.pokwatka@foundersfa.com,,Salesforce
9572657,,Bruce George,,,bruce.george@thrivent.com,,List import
10837277,Inactive Investor,Leo Martinez,Financial Advisor;Secretary,"Epsilon Financial Group, Inc.",,,Salesforce
10796687,Inactive Investor,Eric Luttinen,Financial Advisor,Edward Jones Ishpeming MI 1332 US Hwy 41 W,eric.luttinen@edwardjones.com,,Salesforce
10798651,Inactive Investor,James Winkler,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",james.winkler@rbc.com,,Salesforce
11234784,Inactive Investor,Thomas Behr,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Indianapolis IN 8900 Keystone Xing",tbehr@beaconpointe.com,,Salesforce
708,,,,,harpertitus1@earthlink.net,,
10618314,,Prashant Thakker,,,pete.thakker@usbank.com,,List Import
10865545,Inactive Investor,Jonathon Stewart,,Cetera Advisors LLC Indianapolis IN 500 E Ohio St,,,Salesforce
10919577,Inactive Investor,Karen Henderson,,State Farm VP Management Corp. Pineville LA 2606 Hwy 28 E,karen.henderson.c9ng@statefarm.com,,Salesforce
11112327,Inactive Investor,Stephanie Wu,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11142480,Inactive Investor,Michael Whylie,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Lauderdale FL 1179 S University Dr",michael.whylie@schwab.com,,Salesforce
10792131,Inactive Investor,Monica Little,Secretary,Financial Telesis Company,monica@financialtelesis.com,,Salesforce
11071214,Inactive Investor,Daniel Bernstein,Financial Advisor;Senior Vice President,PNC Investments Finksburg MD 2926 Baltimore Blvd,daniel.bernstein@pnc.com,,Salesforce
11081962,Inactive Investor,David Palombo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
162364,,charlie gaw,,[Unknown],charliegaw723@gmail.com,,Organic Search
11234230,Inactive Investor,Landon Mills,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10928914,Inactive Investor,Ryan Lamere,Financial Advisor,Edward Jones Negaunee MI 829 Croix St,ryan.lamere@edwardjones.com,,Salesforce
9636922,,Peter Welber,,,pwelber@asbcm.com,,List import
9566445,,Richard Diaz,,,diaz.rich@principal.com,,List import
9578013,,Feera Dee,,,ellensm55th@gmail.com,,List import
10840233,Inactive Investor,Lloyd Domingos,Chief Compliance Officer;Chief Financial Officer,Tucker Asset Management LLC,lloyd.domingos@tuckeram.com,,Salesforce
9589875,,David Brandau,,,dwbrandau@gmail.com,,List import
11141668,Inactive Investor,Nalini Sing,,PFS Investments Inc. Howard Beach NY 15801 Crossbay Blvd,nalini.sing@primerica.com,,Salesforce
11006129,Inactive Investor,Ron Hansen,,"Allstate Financial Services, LLC Houston TX 13201 Northwest Fwy",ronhansen@allstate.com,,Salesforce
10952110,Inactive Investor,James Smith,,Lincoln Investment Fort Jennings OH 120 W 2nd St,,,Salesforce
10916708,Inactive Investor,Carey Anderson,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,carey.anderson@fmr.com,,Salesforce
11202294,Inactive Investor,Christopher Evans,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chris_h_evans@vanguard.com,,Salesforce
9540913,,Fan Zhang Trustee Freedom Equity Properties Roth 401k FBO Fan Zhang,,Fan Zhang,fred@zhang.gl,,Web Form
10980918,Inactive Investor,Jarrod Borud,,"The Leaders Group, Inc.",,,Salesforce
10906019,Inactive Investor,Linda Polwrek,Financial Advisor;Wealth Advisor,LPL Financial LLC Pasadena CA 16 N Marengo Ave,linda.polwrek@lpl.com,,Salesforce
215799,,Steven Hel,,[Unknown],stevoshellemans@hotmail.com,,Direct
9616358,,sultan almeraikhi,,,sultanalm1337@gmail.com,,List import
77368,,David Zastawny,Financial Associate,Thrivent Investment Management Inc.,dave.zastawny@thrivent.com,,
372698,,Siddharth Choudhary,,Singapore,007siddharth@gmail.comp,,source
372723,,Paul Hubbard,,[Unknown],paulhubbards@aol.com,,source
11255086,Inactive Investor,Matthew Teel,Associate Wealth Advisor,"The Colony Group, LLC Ridgeland MS 661 Sunnybrook Rd",,,Salesforce
11238166,Inactive Investor,Marissa Salopek,,"Howard Financial Services, Ltd.",marissa.salopek@hfs-wm.com,,Salesforce
11026332,Inactive Investor,Kevin Hemme,,Cetera Advisor Networks LLC San Luis Obispo CA 1220 Osos St,,,Salesforce
9600402,,Scott Walker,,,scott@walkerfinancial.com,,List import
10869368,Inactive Investor,Scott Anderson,,"Raymond James Financial Services, Inc. Madison WI 311 W Washington Ave",,,Salesforce
348248,,Stephanie Musser,Relationship Manager,Intellicents Investment Solutions Inc,stephanie.musser@intellicents.com,507-377-2919,Manual List Upload
10644583,,Anna Pukala,,,ania.pukala@chase.com,,List Import
11146416,Inactive Investor,Jacqueline Kuipers,Assistant Vice President;Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,jacqueline.kuipers@morganstanley.com,,Salesforce
11191503,Inactive Investor,Stephen Gray,Chief Compliance Officer;Investment Advisor,Financial Planning Services,steve@stephengrayfp.com,,Salesforce
10854867,Inactive Investor,Thomas Nolan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",tnolan@ampf.com,,Salesforce
10488315,,John Porter,Executive Partner,"Skylark Private Equity Partners, LP",john@skylarkpe.com,,List Import
11198472,Inactive Investor,David Parker,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
9552857,,Bradley Tinnin,,,bradtinnin@royalaa.com,,List import
10840427,Inactive Investor,Brian Yun,Managing Director,"Equitable Advisors, LLC Melville NY 395 N Service Rd",brian.yun@equitable.com,,Salesforce
197160,,Sanghyep Han,,[Unknown],han.samuel1@gmail.com,,Organic Search
10753638,Inactive Investor,Max Mittelstaedt,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Prior Lake MN 16817 Duluth Ave SE",max.mittelstaedt@wellsfargoadvisors.com,,Salesforce
10938849,Inactive Investor,Jeremy Knobel,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,jeremy_knobel@glic.com,,Salesforce
11061371,Inactive Investor,Kurt Niemeyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9605663,,Alena Thangaraj,,,alena.thangaraj@disciplina.com,,List import
11147906,Inactive Investor,Tamara Burke,,NYLIFE Securities LLC Spearfish SD 330 W Illinois St,tjburke@ft.newyorklife.com,,Salesforce
11198398,Inactive Investor,Patricia Green,,"ESL Investment Services, LLC",pgreen@esl.org,,Salesforce
156158,,Oscar Sanchez,,[Unknown],oscar@sanchezllc.com,,Advertising
11062268,Inactive Investor,Charles Princiotto,Financial Advisor;First Vice President,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,cprinciotto@janney.com,,Salesforce
10956607,Inactive Investor,Carrie Syrett,Financial Advisor,Thrivent Investment Management Inc.,carrie.syrett@thrivent.com,,Salesforce
11147316,Inactive Investor,Thomas Goodson,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 380 Knollwood St",tom.goodson@wellsfargoadvisors.com,,Salesforce
9637861,,Luis d'Amato,,,luis@astoncapital.net,,List import
11072029,Inactive Investor,John Kimbrough,Senior Vice President,Stephens Memphis TN 6075 Poplar Ave,jkimbrough@stephens.com,,Salesforce
10889285,Inactive Investor,Michael Dunleavy,Financial Advisor,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",michael.dunleavy@wellsfargo.com,,Salesforce
10816613,Inactive Investor,Emery Nyilas,Financial Advisor;First Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,emery.nyilas@morganstanley.com,,Salesforce
11011473,Inactive Investor,Brian Yip,Investment Advisor,"Transamerica Financial Advisors, Inc San Gabriel CA 121 S Del Mar Ave",,,Salesforce
10917043,Inactive Investor,Dylan Baker,,"Raymond James Financial Services, Inc. Nashua NH 20 Trafalgar Sq",,,Salesforce
10978874,Inactive Investor,Rachel Campana,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,,,Salesforce
9567539,,Geoff Longmeier,,,glongmeier@paraport.com,,List import
9573123,,John Sites,,,jsites@wexford.com,,List import
9631633,,David Jacquez,,,davidacer925@gmail.com,,List import
11153132,Inactive Investor,Marilyn Hoosen,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",marilyn.hoosen@ml.com,,Salesforce
9556975,,Sanjay Srivatsa,,,sanjaysrivatsa@hotmail.com,,List import
7043182,,Lois Smith,,,fayokil210@gpipes.com,,Web Form Fillout
11086668,Inactive Investor,Kathryn Fagan,,Edward Jones,,,Salesforce
10820134,Inactive Investor,Benjamin Collins,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",benjamin.collins@wellsfargoadvisors.com,,Salesforce
10914877,Inactive Investor,Ismael Montano,,J.P. Morgan Securities LLC Houston TX 9704 Katy Fwy,ismael.vazquezmontano@jpmorgan.com,,Salesforce
9594811,,Sandy Panetta,,,panetta@evercore.com,,List import
10888932,Inactive Investor,Stacy Caraccio,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC",stacy.caraccio@tiaa.org,,Salesforce
9544619,,Allen Joy,,,joyandcompany@hotmail.com,,List import
11112104,Inactive Investor,James Wright,Financial Advisor,Money Concepts Capital Corp Louisville KY 331 Townepark Cir,jwright@moneyconcepts.com,,Salesforce
10975696,Inactive Investor,Anne Thompson,Wealth Advisor,"Ballentine Capital Advisors, Inc.",anne@ballentinecapital.com,,Salesforce
10849509,Inactive Investor,Lawrence Romjue,Financial Advisor,"Ameriprise Financial Services, LLC Lincoln NE 570 Fallbrook Blvd",chip.romjue@ampf.com,,Salesforce
9571666,,Andy Alvarez,,,andy@entertek.net,,List import
10932580,Inactive Investor,Pierre Badertscher,Financial Advisor,"Osaic Wealth, Inc. Stilwell KS Private Residence",,,Salesforce
10921206,Inactive Investor,Sean McGoff,Assistant General Counsel;Chief Legal Counsel;Secretary,"OneAmerica Securities, Inc.",sean.mcgoff@oneamerica.com,,Salesforce
11192647,Inactive Investor,George Mabry,Member,Delphi Wealth Management LLC,,,Salesforce
11105527,Inactive Investor,Michael Weide,District Leader,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,michael.weide@primerica.com,,Salesforce
11211140,Inactive Investor,John Awe,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",john.d.awe@wellsfargo.com,,Salesforce
10807803,Inactive Investor,Caroline Sharp,Vice President,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",sharpc@stifel.com,,Salesforce
10821111,Inactive Investor,Michelle Russell,Financial Advisor,Edward Jones Fremont OH 216 S Front St,michelle.gill@edwardjones.com,,Salesforce
110,,,,,ryan@250ok.awsapps.com,,
10805733,Inactive Investor,Michael Knutson,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Waukesha WI W233N2080 Ridgeview Pkwy",,,Salesforce
9546198,,Danny Hunget,,,daniel.hunget@fmr.com,,List import
10918481,Inactive Investor,Douglas Howes,Wealth Advisor,"Osaic Wealth, Inc. Andover MA 1 Tech Dr",,,Salesforce
10942324,Inactive Investor,Kent Tschannen,,"Principal Securities, Inc. Ann Arbor MI 3688 W Liberty Rd",tschannen.kent@principal.com,,Salesforce
10964110,Inactive Investor,Zachary Lawson,Financial Advisor,Edward Jones Olathe KS 11164 S Noble Dr,zachary.lawson@edwardjones.com,,Salesforce
10874557,Inactive Investor,Evan Melching,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",evan.melching@ml.com,,Salesforce
9618727,,Alan Yu,,,ayu@zazove.com,,List import
10989955,Inactive Investor,Philip Kidd,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
11175230,Inactive Investor,Kevin Walter,Financial Advisor,"Ameriprise Financial Services, LLC Waseca MN 203 2nd St NE",kevin.x.walter@ampf.com,,Salesforce
9607106,,Brian Thompson,,,maube007@yahoo.com,,List import
218046,,Jared Roth,,[Unknown],jaredroth10@gmail.com,,Direct
1677569,,Daniel Durham,,[Unknown],dhd30295@gmail.com,,
10819140,Inactive Investor,Li Cao,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
10959008,Inactive Investor,Stephanie Rico,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10489026,,Joseph Goh,Financial Planner,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",joe.goh@prudential.com,214-259-2229,List Import
11180712,Inactive Investor,Daniel Kilmurray,Family Office Consultant;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,daniel.kilmurray@ubs.com,,Salesforce
11149472,Inactive Investor,Jane McKenzie,,"Cambridge Investment Research, Inc. Santa Cruz CA 330 Locust St",,,Salesforce
11203194,Inactive Investor,Shay Benedict,Investment Advisor Representative;Trading Specialist,Advisors Management Group Inc,shayb@amgteam.com,,Salesforce
9639509,,Sharon Hewitt Watkins,,,hewittws@stjohns.edu,,List import
9635483,,Derrick Smith,,,dsmith@kingsviewam.com,,List import
10987518,Inactive Investor,Michael Englund,,"Great Valley Advisor Group, Inc. Saint Paul MN 652 Bielenberg Dr",menglund@greatvalleyadvisors.com,,Salesforce
10887177,Inactive Investor,Robin Johnson,,"Osaic Wealth, Inc. Mount Vernon WA 335 E Blackburn Rd",,,Salesforce
11197821,Inactive Investor,Julie Rowe,,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",julie.rowe@raymondjames.com,,Salesforce
11129450,Inactive Investor,Matthew Watson,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",,,Salesforce
10867522,Inactive Investor,Keith Barr,Wealth Advisor,"Buckingham Strategic Wealth, LLC Rochester MI 1055 S Blvd E",,,Salesforce
10774473,Inactive Investor,William Hoyt,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",william.hoyt@raymondjames.com,,Salesforce
11199672,Inactive Investor,Stacey Archbell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",stacey.archbell@ml.com,,Salesforce
9640707,,boogie shoop,,,ccuba47@zoho.com,,List import
9603467,,stephen ascue,,,sascue@msn.com,,List import
11030523,Inactive Investor,John Humphries,,"First Command Brokerage Services, Inc. Sumter SC 2610 Hardee Cv",jahumphries@firstcommand.com,,Salesforce
11120992,Inactive Investor,Joseph Bray Newcombe,Paraplanner,"Ameriprise Financial Services, LLC Reno NV 500 Damonte Ranch Pkwy",joseph.bray@ampf.com,,Salesforce
11164099,Inactive Investor,Alyssa Andress,,Morgan Stanley,alyssa.andress@morganstanley.com,,Salesforce
11030849,Inactive Investor,Natalie Norman,,"Raymond James Financial Services, Inc. Ann Arbor MI 24 Frank Lloyd Wright Dr",natalie.norman@raymondjames.com,,Salesforce
11233995,Inactive Investor,William Cairo,,"Truist Investment Services, Inc. Sarasota FL 2925 University Pkwy",,,Salesforce
11095784,Inactive Investor,Hab Barton,Chief Compliance Officer;Member;Wealth Advisor,"Barton Advisory Services, L.L.C. Lafayette LA 1005 E Saint Mary Blvd",,,Salesforce
10854740,Inactive Investor,Sylvia Chin,Financial Advisor,"Morling Financial Advisors, LLC",sylvia@morling.com,,Salesforce
9620575,,Jeff Fettig,,,jayfettig@gmail.com,,List import
10826119,Inactive Investor,Denise Samson,,"Raymond James & Associates, Inc.",denise.samson@raymondjames.com,,Salesforce
9614874,,morteza kheiri,,,mortezakheiri1370@yahoo.com,,List import
10912258,Inactive Investor,Erick De Castro,Wealth Advisor,LPL Financial LLC Andover MA 138 River Rd,erick.decastro@lpl.com,,Salesforce
10945447,Inactive Investor,Patrick Ritter,Investment Advisor,Core Planning Saint Peters MO Private Residence,,,Salesforce
10932024,Inactive Investor,Kyle Breitzman,,PlanMember Securities Corporation Waukesha WI 2717 N Grandview Blvd,,,Salesforce
10606557,,Steven Post,"Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,steven.post@ubs.com,212-713-4308,List Import
9641739,,michael jackson,,,arguers1@gmail.com,,List import
11176550,Inactive Investor,Pamela Thaxton,,Feltl & Company Edwardsville IL 201 E Vandalia St,pethaxton@feltl.com,,Salesforce
10887093,Inactive Investor,Patrick Quinn,,Vanguard Marketing Corporation,,,Salesforce
10929519,Inactive Investor,Jennifer Starke,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10802867,Inactive Investor,John Mihlbachler,Financial Advisor,"Pruco Securities, LLC. Englewood CO 7000 E Belleview Ave",john.mihlbachler@prudential.com,,Salesforce
10992155,Inactive Investor,Choong Bin Lim,,Neuberger Berman BD LLC,bin.lim@nb.com,,Salesforce
11231801,Inactive Investor,Joseph Choquette,,Fidelity Brokerage Services LLC,,,Salesforce
10978151,Inactive Investor,Teresa Flores,,PFS Investments Inc. Miami FL 9360 SW 72nd St,tflores@primerica.com,,Salesforce
10885219,Inactive Investor,Susy Lemcke,Financial Advisor,Edward Jones Waukesha WI 1507 E Sunset Dr,susy.suarezlemcke@edwardjones.com,,Salesforce
11037826,Inactive Investor,James Phelps,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Owensboro KY 1925 Frederica St",james.phelps@wfafinet.com,,Salesforce
11028275,Inactive Investor,Taylor Ploss,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
9587909,,Samuel konadu,,,samuelkonadubapaa@gmail.com,,List import
10864631,Inactive Investor,Troy Betthauser,,"J.W. Cole Financial, Inc. Onalaska WI 2800 National Dr",,,Salesforce
11009777,Inactive Investor,Stephane Roncoroni,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11104178,Inactive Investor,Carmen Tonellato,Financial Planning Analyst;Investment Manager,"Ameriprise Financial Services, LLC Buffalo NY 8310 Wehrle Dr",carmen.tonellato@ampf.com,,Salesforce
241033,,Michael Ryan,Global Relationship Manager - RIA,[Unknown],michael.ryan@doubleline.com,,Event
10881410,Inactive Investor,William Nichols,Senior Vice President,"Bill Few Associates, Inc. Pittsburgh PA 740 Washington Rd",jnichols@billfew.com,,Salesforce
11190275,Inactive Investor,Theodore Fall,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10647390,,Charles Hawes,,,chawes@tiaa-cref.org,,List Import
9640656,,Eric Choronzy,,,choronz1225@gmail.com,,List import
203617,,Erin Goergen,,Dynamic Wealth Advisors,emgoergen@dynamicwealthadvisors.com,602-616-0146,
9593652,,Joon Cho,,,qters@naver.com,,List import
10996145,Inactive Investor,Ailine Flores,,J.P. Morgan Securities LLC Grand Rapids MI 6261 Kalamazoo Ave SE,ailine.flores@chase.com,,Salesforce
351832,,George Laskaridis,Associate,Mgg Investment Group Lp,glaskaridis@mgginv.com,212-356-6100,Manual List Upload
352576,,Laura Collins,"Lead Trader , Analyst",First Fiduciary Investment Counsel Inc,laura@firstfiduciary.com,216-643-9100,Manual List Upload
10783878,Inactive Investor,Kevin Walsh,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",kevin.a.walsh@ml.com,,Salesforce
222727,,Vanessa Williams,,[Unknown],compliancesubscriptions@crosstower.com,,Organic Search
11085362,Inactive Investor,Matthew McKenzie,,"ValMark Securities, Inc. Boston MA 180 Canal St",,,Salesforce
10899704,Inactive Investor,Samantha Roberts,Client Associate;Training Financial Advisor,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,samantha.m.roberts@ubs.com,,Salesforce
11097011,Inactive Investor,Molly Ritz-Schalk,Member,Ulrich Investment Consultants,mollyr@ulrichcg.com,,Salesforce
11121343,Inactive Investor,Scott Boris,Financial Advisor,Edward Jones Plano TX 305 W Spring Creek Pkwy,scott.boris@edwardjones.com,,Salesforce
11062104,Inactive Investor,Paul Tran,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,paul.tran@fmr.com,,Salesforce
11138387,Inactive Investor,Joseph Diorio,,"Truist Investment Services, Inc. Wayne PA 821 Lancaster Ave",joseph.diorio@truist.com,,Salesforce
11081352,Inactive Investor,Joshua Gully,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10836084,Inactive Investor,Jeffrey Covitz,Financial Advisor,Janney Montgomery Scott LLC Boston MA 60 State St,jcovitz@janney.com,,Salesforce
10976175,Inactive Investor,Geoffrey Stephens,,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2361 Dick Pond Rd",,,Salesforce
9646414,,Lukas B,,,xarabek@gmail.com,,List import
9629444,,Mainak Roy,,,roymainak2009@gmail.com,,List import
11045740,Inactive Investor,Jeffrey Hackbarth,,"Northwestern Mutual Investment Services, LLC Oshkosh WI 2370 State Road 44",jeff.hackbarth@nm.com,,Salesforce
11075660,Inactive Investor,Jennifer Lyman,Financial Advisor,LPL Financial LLC Las Vegas NV 5550 S Fort Apache Rd,jennifer.lyman@lpl.com,,Salesforce
10949347,Inactive Investor,Djordje Radujko,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,djordje.radujko@ceterainvestors.com,,Salesforce
11112826,Inactive Investor,Michael Kim,,"Farmers Financial Solutions, LLC Torrance CA 23505 Crenshaw Blvd",,,Salesforce
10898224,Inactive Investor,Vanessa Borunda,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,vanessa.borunda@fmr.com,,Salesforce
10844413,Inactive Investor,Jesse Sheldon,Financial Advisor,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",jesse.sheldon@ampf.com,,Salesforce
6413,,Michael Ha,,[[Unknown]],michael.h.ha@gmail.com,,Initial Salesforce Import
11020534,Inactive Investor,David Gray,Chief Compliance Officer;Owner,David Gray Consulting LLC,dagray@davidgrayconsulting.net,,Salesforce
11133509,Inactive Investor,Kathleen Hendershott,Senior Client Associate,UBS Financial Services Inc. West Des Moines IA 1075 Jordan Creek Pkwy,kathleen.hendershott@ubs.com,,Salesforce
9635751,,Jim Jones,,,jimj@wfinadv.com,,List import
190307,,Abdellah Esmaili,,[Unknown],abed.esm1361@gmail.com,,source
10918001,Inactive Investor,Joseph Reitz,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",joe.reitz@nm.com,,Salesforce
10614639,,Gregory Matthews,"Director - Insurance Planning, Financial Advisor",,greg.v.matthews@morganstanley.com,,List Import
9551867,,Ann Hudson,,,hudson.ann@principal.com,,List import
9646269,,A B,,,sp4m@protonmail.com,,List import
11073125,Inactive Investor,John Allen,Chief Investment Officer;Partner,"Aspiriant, LLC",jallen@aspiriant.com,,Salesforce
9641802,,Alfredo Lechuga,,,freddy9797@gmail.com,,List import
24903,,Joshua Mosberg,Senior Associate,Surveyor Capital Management,joshua.mosberg@surveyor-capital.com,1-646-403-8200,Database Upload
11186946,Inactive Investor,Yolanda Cayabyab,,"Farmers Financial Solutions, LLC Daly City CA 135 D St",yolanda.pcayabyab@farmersagency.com,,Salesforce
9643712,,Tom Weiss,,,tweiss@mythics.com,,List import
11159430,Inactive Investor,Matthew D'Amico,Assistant Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",matthew.damico@ml.com,,Salesforce
10964218,Inactive Investor,Charles Forte,,LPL Financial LLC Rochester NY 1688 Monroe Ave,charles.forte@lpl.com,,Salesforce
11216894,,David Grossman,,,david.grossman@equitable.com,,Other
9586979,,Parikshit Sharma,,,parikshitsharma.1988@gmail.com,,List import
10841729,Inactive Investor,Anne Davidson,Client Associate,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,anne.tyson@ubs.com,,Salesforce
10941040,Inactive Investor,Parker Shannon,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9559426,,Christopher Corritore,,,ccorritore@vanderbiltsecurities.com,,List import
11151643,Inactive Investor,Xiaoxia Wang,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
11151342,Inactive Investor,Timothy Miller,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",timothy.g.miller1@wellsfargoadvisors.com,,Salesforce
9546906,,January Johnson,,,january.johnson@fidelity.com,,List import
10827246,Inactive Investor,Andrew Sarussi,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9585257,,Justin Totten,,,jrotten76@gmail.com,,List import
10924548,Inactive Investor,Gregory Wood,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,gwood@ft.newyorklife.com,,Salesforce
11165171,Inactive Investor,Mark Stubbs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",mark.stubbs@ml.com,,Salesforce
10921297,Inactive Investor,Landon Taucher,,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",,,Salesforce
10786336,Inactive Investor,Stuart Markowitz,Chief Compliance Officer;Portfolio Manager,"Weber Asset Management, Inc.",,,Salesforce
6713809,,Md Yeasin,,,mk6459789@gmail.com,,Web Form Fillout
11121519,Inactive Investor,Nestor Lemus,,"U.S. Bancorp Investments, Inc. Wenatchee WA 1020 N Mission St",,,Salesforce
10829792,Inactive Investor,Richard Nelson,,LPL Financial LLC Everett WA 11127 Evergreen Way,,,Salesforce
9610403,,william duncan,,,beauduncan7@gmail.com,,List import
11122905,Inactive Investor,Alexei Murphy,,Jefferies LLC Charlotte NC 4201 Congress St,,,Salesforce
11187031,Inactive Investor,Edward Pero,Financial Advisor,"Citizens Securities, Inc. Wadsworth OH 214 High St",edward.f.pero@citizenssecurities.com,,Salesforce
1002774,Inactive Investor,Cary Klivan,CFO & Director of Tax and Accounting,BBR Partners,cklivan@bbrpartners.com, +1 212 313 9870,
10920478,Inactive Investor,Scott McBride,,LPL Financial LLC Buffalo NY 490 Dorrance Ave,,,Salesforce
10905888,Inactive Investor,Wade Thompson,,"Northwest Investment Advisors, Inc.",wthompson@nwiainvest.com,,Salesforce
9563218,,Azubike Obi,,,azubikeobi@gmail.com,,List import
10852590,Inactive Investor,Heather Cleary,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington NC 1123 Military Cutoff Rd",heather_cleary@ml.com,,Salesforce
11081772,Inactive Investor,Linda Payne,,LPL Financial LLC Nashville TN 1222 Demonbreun,linda.payne@lpl.com,,Salesforce
10971164,Inactive Investor,Ashten Barber,Financial Advisor,"Sovran Advisors, LLC",,,Salesforce
10909161,Inactive Investor,Tyler Haschig,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,tylerhaschig@statefarm.com,,Salesforce
11191296,Inactive Investor,Joseph Ramirez,,"Wells Fargo Clearing Services, LLC Albuquerque NM 6000 Menaul Blvd NE",joseph.r.ramirez@wellsfargo.com,,Salesforce
9631106,,Dujshs Ajanns,,,ajshsh@gmail.com,,List import
11205966,Inactive Investor,Dustin Stringer,,"Raymond James Financial Services, Inc. Nash TX 1620 N Kings Hwy",dustin.stringer@raymondjames.com,,Salesforce
11057903,Inactive Investor,Jesse Wehner,,"NewEdge Securities, Inc.",,,Salesforce
11102546,Inactive Investor,Peter Devlin,,"APW Capital, Inc. Garden City NY 300 Garden City Plz",,,Salesforce
10896737,Inactive Investor,Jennifer McDermott,,Morgan Stanley Salt Lake City UT 60 E South Temple,jennifer.mcdermott@morganstanley.com,,Salesforce
9572864,,Michelle Drewry,,,mdrewry@kmsfinancial.com,,List import
9605214,,Robert Rose,,,zuvuya@tutanota.com,,List import
11047438,Inactive Investor,Robin Morishita,Financial Advisor,"Ameriprise Financial Services, LLC Torrance CA 21515 Hawthorne Blvd",robin.a.morishita@ampf.com,,Salesforce
11197545,Inactive Investor,Kirstin Minor,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",kirstin.minor@ml.com,,Salesforce
10993127,Inactive Investor,Adrian Lewis,Client Relationship Specialist,"Charles Schwab & Co., Inc. Jacksonville FL 4853 Town Center Pkwy",,,Salesforce
10988983,Inactive Investor,Lauren Booker,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",,,Salesforce
9567345,,Dwight Mikulis,,,dmikulis@pinnacleadvisory.com,,List import
11114729,Inactive Investor,Christopher Delaney,Financial Advisor;Financial Professional,"MML Investors Services, LLC Seattle WA 701 5th Ave",cdelaney@financialguide.com,,Salesforce
204203,,Ryan Gow,,[Unknown],ryan.gow@gmail.com,,Organic Search
10923616,Inactive Investor,Aaron Pimentel,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,aaron.pimentel@fmr.com,,Salesforce
5780451,,Chris A Smith,,,gikar85307@bitvoo.com,,Web Form Fillout
11166218,Inactive Investor,Marcus McClanahan,Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,scott.mcclanahan@morganstanley.com,,Salesforce
348260,,William Thacker,Director Of Benefit Plan Assets,Trent Capital Management Inc,bthacker@trentcapital.com,336-282-9302,Manual List Upload
9576552,,Lars Larsen,,,lars@magisprivatewealth.com,,List import
11110101,Inactive Investor,Thomas Hartman,Chief Compliance Officer;Managing Member;Partner;Principal,Summit Wealth Group LLC,,,Salesforce
11019797,Inactive Investor,Eric Cothern,,J.P. Morgan Securities LLC Columbus OH 5055 N Hamilton Rd,eric.cothern@jpmorgan.com,,Salesforce
10957836,Inactive Investor,Dhruvil Shah,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
9615105,,LEANICE LONG,,,lsjwm2008@gmail.com,,List import
11209540,Inactive Investor,Andrew Rubenstein,Financial Advisor,Edward Jones Fairmont WV 1000 Technology Dr,drew.rubenstein@edwardjones.com,,Salesforce
10974457,Inactive Investor,Mark Huffman,,State Farm VP Management Corp. Terre Haute IN 3137 Wabash Ave,,,Salesforce
11190950,Inactive Investor,Kathleen Nelson,Member;Partner;Treasurer;Vice President,SilverOak Wealth Management LLC,knelson@silveroakwealth.com,,Salesforce
11052799,Inactive Investor,William Sherrell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10793638,Inactive Investor,Scott Wendelin,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",scott.wendelin@wellsfargo.com,,Salesforce
374583,,Robert Tirado,,,,626-250-8618,Salesforce
10793039,Inactive Investor,Keith Jennings,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Jennings & Associates Financial Advisors, LLC",,,Salesforce
11216857,,Victor Peretiatko,,,vperetiatko@ampf.com,,List Import
237370,, -,,[[Unknown]],richardmccallum@rogers.com,,
9566428,,Ejimnkeonye Dennismary,,,dennismarye@gmail.com,,List import
10760844,Inactive Investor,Teresa Drummond,Private Wealth Client Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",teresa.drummond@ml.com,,Salesforce
10979781,Inactive Investor,Daniel Nardolillo,,"APW Capital, Inc. Morristown NJ 191 Washington St",,,Salesforce
9606223,,Alex Sperber,,,sperberalex1@gmail.com,,List import
10854642,Inactive Investor,Justin Grinstead,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Albuquerque NM 2442 Louisiana Blvd NE",justin.grinstead@schwab.com,,Salesforce
10989084,Inactive Investor,Michael Kamm,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,,,Salesforce
346234,,Sabina Kerr,"Vice President, Capital Markets, London",Ta Associates,skerr@ta.com,617-574-6700,Manual List Upload
11200977,Inactive Investor,Justin Wolterman,Chief Compliance Officer;Managing Member,J1 Capital LLC,justin@j1.capital,,Salesforce
11057394,Inactive Investor,Anthony Martinez,,"CUSO Financial Services, L.P. Austin TX 1801 E 51st St",,,Salesforce
335543,,Tiffany Gherlone,Managing Director,Ubs Realty Investors Llc,tiffany.gherlone@ubs.com,860-616-9000,Manual List Upload
10884141,Inactive Investor,Christopher Opper,,"Kestra Investment Services, LLC Rochester NY 777 Canal View Blvd",,,Salesforce
11170593,Inactive Investor,Rochelle O'Rarden,Registered Client Associate,UBS Financial Services Inc. Denver CO 370 17th St,rochelle.o-rarden@ubs.com,,Salesforce
11086713,Inactive Investor,Kyle Jaquez,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,kyle.jaquez@fidelity.com,,Salesforce
10865787,Inactive Investor,Nancy Boster,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,nancy.boster.gc1o@statefarm.com,,Salesforce
10614279,,Matthew Burnell,Financial Advisor,,matthew.burnell@strategiesforwealth.com,,List Import
10834227,Inactive Investor,Tyler Corn,Chartered Financial Analyst,"Maryland Financial Group, Inc. Jacksonville FL 100 N Laura St",,,Salesforce
9598369,,Tujuana Davis,,,tujuanadavis11@gmail.com,,List import
11236056,Inactive Investor,David Condensa,Senior Wealth Advisor,"Legacy Wealth Management, LLC San Jose CA Private Residence",,,Salesforce
9607210,,Walid Behnas,,,gamereliteprog@gmail.com,,List import
11090093,Inactive Investor,Carmen Mihaila,,"Allstate Financial Services, LLC Chicago IL 6015 N Cicero Ave",carmenmihaila@allstate.com,,Salesforce
346487,,Alexis Halaby,Executive Committee Member,"D. E. Shaw Investment Management, L.l.c.",alexis.halaby@deshaw.com,212-478-0000,Manual List Upload
10755515,Inactive Investor,Christopher Bayles,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Boston MA 53 State St",christopher.bayles@rbc.com,,Salesforce
10886245,Inactive Investor,Niall Devaney,,Jefferies LLC,,,Salesforce
11078908,Inactive Investor,Ronald Devries,,"U.S. Bancorp Investments, Inc. Saint Charles MO 1 Harvester Sq",ronald.devries@usbank.com,,Salesforce
9540612,,Matt Matthew Kummell,,Matthew Kummell,mkummell@gmail.com,,List Import
10487356,,Allen Abney,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,allen.abney@ubs.com,,List Import
10658953,,Amy Messmer,,,amy.messmer@primerica.com,,List Import
9587947,,Snejana Sevak,,,snejana@s4hc.com,,List import
82816,,Vivek Vyas,Principal,Court Square Capital,vvyas@courtsquare.com,212-752-6110,Manual List Upload
9621925,,Maarten Broekx,,,mbx2021@outlook.com,,List import
11212075,Inactive Investor,Paul Buskey,Financial Advisor,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,,,Salesforce
10920798,Inactive Investor,Adele Zilber,,"Osaic Wealth, Inc. Wayne PA 555 E Lancaster Ave",,,Salesforce
10970126,Inactive Investor,Na Li,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,nli02@ft.newyorklife.com,,Salesforce
11052262,Inactive Investor,Michael Bryn,,LPL Financial LLC,michael.bryn@lpl.com,,Salesforce
11207854,Inactive Investor,Alexandra Johns,Operations Manager,"Wells Fargo Advisors Financial Network, LLC Barre VT 14 N Main St",alexandra.johns@wfafinet.com,,Salesforce
11164578,Inactive Investor,Matthew Moriarity,,"Farmers Financial Solutions, LLC Littleton CO 6909 S Hill St",mmoriarity@farmersagent.com,,Salesforce
10619624,,Travis Pauley,,,travis.pauley@nuveen.com,,List Import
10932970,Inactive Investor,Richard Hennessy,Financial Advisor,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",rfhennessy@financialguide.com,,Salesforce
9607826,,Jared Uribe-Sullivan,,,juribesullivan@legacyadvice.com,,List import
10896145,Inactive Investor,Benigno Plata,,"Ameriprise Financial Services, LLC Rockville MD 2600 Tower Oaks Blvd",benigno.plata@ampf.com,,Salesforce
10912535,Inactive Investor,Daniel Sabino,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9599918,,Faith Lee,,,flee@syndicatedcapital.com,,List import
333613,,Laura Rowley,,Mercer Global Advisors Inc.,lrowley@merceradvisors.com,(888) 642-3000,
10778441,Inactive Investor,Steven Thompson,Financial Advisor,Edward Jones Cedar City UT 51 E 400 N,steven.thompson@edwardjones.com,,Salesforce
9629737,,Andres Echevopar,,,andres@aeacapital.com,,List import
10957672,Inactive Investor,Elizabeth Palma,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,elizabeth_palma@vanguard.com,,Salesforce
191602,,Didier Goepfert,,[Unknown],d.goepfert@kapilendo.de,,
11062142,Inactive Investor,James Enriquez,Financial Advisor,LPL Financial LLC McAllen TX 3008 N McColl Rd,james.enriquez@lpl.com,,Salesforce
10807455,Inactive Investor,Jason Lindauer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",jason_lindauer@ml.com,,Salesforce
11140416,Inactive Investor,David Sufficool,,"Equitable Advisors, LLC Saint Joseph MN 111 College Ave N",david.sufficool@equitable.com,,Salesforce
9618180,,Martin Kurtz,,,mkurtz@samlyncapital.com,,List import
10661723,,Manoj Pombra,,,tpombra@marencapital.com,,List Import
10801971,Inactive Investor,Gary Stern,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",gary_k_stern@ml.com,,Salesforce
11140227,Inactive Investor,Jerry Huggett,Financial Advisor,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",jerry.huggett@equitable.com,,Salesforce
10970809,Inactive Investor,Josephine Barbot-Bernadel,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,jbarbot@ft.newyorklife.com,,Salesforce
9588193,,John Richards,,,john.richards@nfp.com,,List import
10777763,Inactive Investor,Michael Mazur,Analyst - Consulting Group,Morgan Stanley Seattle WA 601 Union St,michael.mazur@morganstanley.com,,Salesforce
11118984,Inactive Investor,Tina Dandry-Mayes,,NYLIFE Securities LLC Marrero LA Private Residence,tcavalier@ft.newyorklife.com,,Salesforce
3676727,,C M,,,marando17@yahoo.com,,Web Form Fillout
10914251,Inactive Investor,Abby Fitzgerald,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,abby.fitzgerald@jpmorgan.com,,Salesforce
10834929,Inactive Investor,Matthew Wojcik,,Morgan Stanley Sea Girt NJ 2150 Hwy 35,matthew.wojcik@morganstanley.com,,Salesforce
10662331,,Patrick Kaiser,,,p.kaiser@iamswm.com,,List Import
11218460,,Emily Simon,,,emily.simon@jpmorgan.com,,List Import
11238477,Inactive Investor,Ayush Jain,,"Friedenthal Financial, LLC",ayush@friedenthalfinancial.com,,Salesforce
10893620,Inactive Investor,Michael Wolbers,Financial Advisor,"Ameriprise Financial Services, LLC Stevens Point WI 3241A Business Park Dr",michael.wolbers@ampf.com,,Salesforce
2866811,,Mike Elderfield,,,mike.elderfield@nokia.com,,
11056077,Inactive Investor,Michael Solum,,"Farmers Financial Solutions, LLC Pacific Palisades CA 881 Alma Real Dr",msolum@farmersagent.com,,Salesforce
9570199,,Anthony Allogia,,,anthonyallogia1@yahoo.com,,List import
10803705,Inactive Investor,Vivian Dehoff,,"Raymond James Financial Services, Inc. York PA 1605 E Market St",vivian.dehoff@raymondjames.com,,Salesforce
10925991,Inactive Investor,Robert Scanlon,,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
11169137,Inactive Investor,James Kiper,Senior Vice President - Investments,First Kentucky Securities Corporation,jkiper@firstky.com,,Salesforce
9594373,,Moses Park,,,m.park@themathergroup.com,,List import
11113893,Inactive Investor,Craig Hyldahl,,"Equitable Advisors, LLC Edison NJ 105 Fieldcrest Ave",craig.hyldahl@equitable.com,,Salesforce
10974098,Inactive Investor,Jose Fernandes,,J.P. Morgan Securities LLC Fort Lauderdale FL 1040 Weston Rd,jose.p.fernandes@jpmorgan.com,,Salesforce
10953707,Inactive Investor,Janet Russell,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,janet.russell@fmr.com,,Salesforce
10824362,Inactive Investor,Carmine Filippone,,"Avantax Investment Services, Inc. West Harrison NY 925 Westchester Ave",,,Salesforce
10873068,Inactive Investor,Grant Ewing,Financial Advisor,Edward Jones Overland Park KS 7951 W 160th St,grant.ewing@edwardjones.com,,Salesforce
11026970,Inactive Investor,Joseph Nachbaur,,State Farm VP Management Corp. Jersey City NJ 505 Central Ave,,,Salesforce
10826603,Inactive Investor,Victor Mascorro,Investment Advisor Representative,LPL Financial LLC El Paso TX 201 E Main Dr,victor.mascorro@lpl.com,,Salesforce
11178148,Inactive Investor,Ross Salas,Financial Advisor,"Wells Fargo Clearing Services, LLC Albuquerque NM 1800 Eubank Blvd NE",ross.p.salas@wellsfargo.com,,Salesforce
11177671,Inactive Investor,Bruce Denker,Vice President - Wealth Management;Wealth Advisor,Morgan Stanley San Diego CA 101 W Broadway,bruce.denker@morganstanley.com,,Salesforce
9606576,,Jesse Pettiford,,,jessepettiford30@gmail.com,,List import
321975,,Bryan Marker,,UPFS,bryanmarker@unitedplanners.com,,Manual List Upload
11139518,Inactive Investor,Nicholas Kremer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11212818,Inactive Investor,Brett Gortsema,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",gortsemb@stifel.com,,Salesforce
10833969,Inactive Investor,William Walsh,Chief Compliance Officer;Managing Member,"Quantum Leap Capital, LLC",brendan@quantumleapcapital.com,,Salesforce
10849930,Inactive Investor,Kris Pearson,,LPL Financial LLC Aberdeen SD 205 6th Ave SE,kris.pearson@lpl.com,,Salesforce
10965644,Inactive Investor,Seth Reicher,Chairman;Chief Executive Officer;Investment Management Consultant;Private Investor,"Reicher Capital Management, LLC Kentfield CA 321 Palm Ave",seth@reichercapital.com,,Salesforce
9551934,,David Dixon,,,david.dixon@lpl.com,,List import
10992981,Inactive Investor,Chad Roberts,,"First Command Brokerage Services, Inc. Dayton OH 51 Plum St",cmroberts@firstcommand.com,,Salesforce
10966741,Inactive Investor,Ryan Kessler,Financial Advisor,Edward Jones Mattawan MI 23910 City Center Cir,ryan.kessler@edwardjones.com,,Salesforce
11147070,Inactive Investor,Moreland Bell,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,moreland.bell@lpl.com,,Salesforce
11153039,Inactive Investor,Duncan Wilson,,Commonwealth Financial Network Matthews NC 119 S Trade St,,,Salesforce
11092721,Inactive Investor,James Dotzman,Financial Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 100 N 18th St",james.dotzman@ampf.com,,Salesforce
11059376,Inactive Investor,Ashli Smith,Partner;Senior Consultant;Team Leader,Creative Planning Inlet Beach FL Private Residence,ashli.smith@creativeplanning.com,,Salesforce
11118364,Inactive Investor,Jeffrey Bryk,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11152234,Inactive Investor,Ronald Stallworth,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",ron_stallworth@ml.com,,Salesforce
10818971,Inactive Investor,Matthew Tiller,,"Cambridge Investment Research, Inc. Kalamazoo MI 2632 11th St",matt@ascentasset.com,,Salesforce
10869319,Inactive Investor,Benjamin Wacek,Chief Compliance Officer;Financial Planner;Founder;Managing Member,Guide Financial Planning Minneapolis MN 4006 27th Ave S,,,Salesforce
11116840,Inactive Investor,Matthew Handley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9556416,,Hdsjsjs Dbdbdb,,,ahshdh@gmail.com,,List import
9634714,,Justin Brown,,,jbrown@lindenllc.com,,List import
11074070,Inactive Investor,Harrison Howard,Investment Advisor,J.P. Morgan Securities LLC Washington DC 875 15th St NW,harrison.howard@jpmorgan.com,,Salesforce
9552186,,Richard Grimm,,,rgrimm@valuerecoverycapital.com,,List import
10960628,Inactive Investor,Jarret Congemi,,Purshe Kaplan Sterling Investments Pompano Beach FL 4701 N Federal Hwy,jcongemi@pksinvest.com,,Salesforce
11076105,Inactive Investor,Catherine Wilson,,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",,,Salesforce
9573646,,Matthew Foglia,,,mfoglia@cambridgesecure.com,,List import
10794981,Inactive Investor,Michael Dunnigan,,LPL Financial LLC Belleville IL 3424 S Belt W,mike.dunnigan@lpl.com,,Salesforce
11023128,Inactive Investor,Eliezer Gewirtzman,Insurance Representative,"MML Investors Services, LLC New City NY 19 Squadron Blvd",,,Salesforce
9598404,,Ruben Schütz,,,ruben.schuetz@hotmail.de,,List import
29133,,William Davies,Global Chief Investment Officer,Columbia Threadneedle Investments,william.davies@threadneedle.co.uk,050-00-,
11062134,Inactive Investor,Sirivanh Harris,Financial Advisor,LPL Financial LLC Campbell CA 900 E Hamilton Ave,sirivanh.harris@lpl.com,,Salesforce
9630668,,Craig Ownby,,,chamown@gmail.com,,List import
11097172,Inactive Investor,Mohamed Abdelaziz,,"Allstate Financial Services, LLC Bethany OK 7405 NW 23rd St",mabdelaziz@allstate.com,,Salesforce
9564851,,nandranee durgapersaud,,,janet.durgapersaud@gmail.com,,List import
10890544,Inactive Investor,Julia Flores,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,julia.flores@opco.com,,Salesforce
10617980,,Andrew Hlavach,,,andrew.hlavach@wellsfargoadvisors.com,,List Import
11091240,Inactive Investor,Rae Pierson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
244402,,Lance Wolder,Marketing,Indyfin,lance@indyfin.com,5622259440,Manual List Upload
10999391,Inactive Investor,William Erickson,,Emerson Equity LLC Newport Beach CA 1301 Dove St,,,Salesforce
10884010,Inactive Investor,Robert Hoyt,Chief Compliance Officer,MCM Wealth,robert@mcmwealth.com,,Salesforce
203438,,YASINTHON CHANAPOL,,W Asset,pung_cr_555@windowslive.com,831491249,Organic Search
11140943,Inactive Investor,William Rae,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Rhinebeck NY 6423 Montgomery St",william.j.rae@wellsfargoadvisors.com,,Salesforce
128860,,Maryjo Morello,,"Stratos Wealth Partners, Ltd",mmorello@stratoswealthpartners.com,(216) 382-9105,
11205860,Inactive Investor,Joseph Book,Investment Advisor Representative,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
10801049,Inactive Investor,Xiaolan Gao,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,xgao@ft.newyorklife.com,,Salesforce
11150873,Inactive Investor,Christian Kassel,,"Citizens Securities, Inc. Philadelphia PA 1835 Market St",christian.kassel@citizensbank.com,,Salesforce
340295,,Krista Jurs,Controller,"Summer Street Capital Partners, Llc",kjurs@summerstreetcapital.com,716-566-2900,Manual List Upload
11197135,Inactive Investor,Eric Chmielewski,Chief Compliance Officer;Financial Advisor;Managing Member;Partner,Measured Financial,eric@measuredfinancial.com,,Salesforce
10942449,Inactive Investor,Salvatore Lucia,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,slucia@ft.newyorklife.com,,Salesforce
10969359,Inactive Investor,Raja Singh,,Perella Weinberg Partners LP,rsingh@pwpartners.com,,Salesforce
11185390,Inactive Investor,Roberta Capuano,Chief Compliance Officer;President;Principal,"Signet Investment Advisory Group, Inc.",,,Salesforce
9605284,,Christopher Tidmore,,,christopher_tidmore@vanguard.com,,List import
10510323,,JOHN PAOLINI,Wealth Advisor,Farther Finance Advisors LLC,john.paolini@farther.com,,List Import
10661433,,Richard Nordman,,,rdn@crownfg.com,,List Import
10970638,Inactive Investor,Shawn Moran,Director;Senior Wealth Advisor,Lido Atlanta GA 3500 Lenox Rd NE,smoran@lidoadvisors.com,,Salesforce
10824769,Inactive Investor,Michael Cocozza,Chief Compliance Officer;Co-Founder;Co-President,Kagan Cocozza Asset Management Conshohocken PA 200 Barr Harbor Dr,mcocozza@kagancocozza.com,,Salesforce
9547908,,Jaime Radtke,,,crjrad@gmail.com,,List import
10918937,Inactive Investor,Jeremy Udell,,"Kestra Investment Services, LLC Sarasota FL 1950 Ringling Blvd",,,Salesforce
9549807,,Peter Kotauczek,,,p.kotauczek@gmx.at,,List import
11201491,Inactive Investor,William Thureson,Wealth Management Associate,Morgan Stanley Minneapolis MN 225 S 6th St,billy.thureson@morganstanley.com,,Salesforce
11006400,Inactive Investor,Mark Borak,,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
10807210,Inactive Investor,Matthew Herzwurm,Advisor;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mherzwurm@rockco.com,,Salesforce
11008045,Inactive Investor,Marina Russi Cairo,,NYLIFE Securities LLC New York NY 420 Lexington Ave,mrussicairo@ft.newyorklife.com,,Salesforce
10835215,Inactive Investor,Eric Solve,Owner;Partner;Senior Advisor,"Wade Financial Advisory, Inc.",esolve@wadefa.com,,Salesforce
11190615,Inactive Investor,Kelly Campbell,Chief Compliance Officer;Founder;Managing Member;President,"Campbell Advisory Services, LLC",kelly@campbelladvs.com,,Salesforce
11232347,Inactive Investor,Chloe Smith,,"MML Investors Services, LLC Philadelphia PA 510 Walnut St",,,Salesforce
9643511,,Travis Wood,,,twood4@hotmail.com,,List import
11057284,Inactive Investor,William Kitchel,,"Kestra Investment Services, LLC Austin TX 4718 Duval St",,,Salesforce
10846559,Inactive Investor,Matthew Curran,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,matt.curran@edwardjones.com,,Salesforce
11056486,Inactive Investor,Christopher Stewart,,J.P. Morgan Securities LLC Rochester MI 339 S Main St,christopher.1.stewart@chase.com,,Salesforce
10955636,Inactive Investor,Nicolas Diaz,Chief Compliance Officer;Chief Investment Officer;Managing Director;Managing Member,Robin Capital Group LLC,,,Salesforce
11133447,Inactive Investor,Brandon Powell,Financial Advisor,UBS Financial Services Inc. Asheville NC 138 Charlotte St,brandon.powell@ubs.com,,Salesforce
9647368,,Travis Elder,,,travis.g.elder@medtronic.com,,List import
346920,,Daniel Brestle,Senior Advisor,"Gf Capital Asset Advisors, Llc",dbrestle@gfcap.com,212-433-1234,Manual List Upload
172827,,QUANG NGUYEN,,[Unknown],quangnguyen2991@gmail.com,,source
10774432,Inactive Investor,Mark Copeland,,"Signature Estate Securities, Inc. Newport Beach CA 610 Newport Center Dr",,,Salesforce
10869592,Inactive Investor,Anthony Seitz,,J.P. Morgan Securities LLC Pacific Grove CA 170 Country Club Gate Ctr,anthony.l.seitz@jpmorgan.com,,Salesforce
11096507,Inactive Investor,Benjamin Briggs,Partner;Wealth Manager,Creative Planning Leawood KS 3400 College Blvd,,,Salesforce
9591339,,Ian Toner,,,itoner@wurts.com,,List import
11089454,Inactive Investor,Andrew Carman,Wealth Management Advisor,LPL Financial LLC Crystal Lake IL 338 Memorial Dr,andrew.carman@lpl.com,,Salesforce
10790820,Inactive Investor,Chris Liparoto,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",chris_liparoto@ml.com,,Salesforce
10945579,Inactive Investor,Ryan King,,State Farm VP Management Corp. Cleveland OH 20616 John Carroll Blvd,ryan.king.rfp3@statefarm.com,,Salesforce
11254099,Inactive Investor,Brian Cleary,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",brian.cleary@prudential.com,,Salesforce
9558129,,David Peichert,,,dave.peichert@voya.com,,List import
11030958,Inactive Investor,Olasubomi Adenuga,,Deutsche Bank Securities Inc.,olasubomi@deutschewealth.com,,Salesforce
10806584,Inactive Investor,Cynthia Sowell,Executive Vice President;Member,Sowell Management,cindy@sowellmanagement.com,,Salesforce
59188,,Tanya Ryno,,United States,tryno@mac.com,,
10806866,Inactive Investor,Olaf Hoff,Financial Advisor,LPL Financial LLC Rocklin CA Private Residence,olaf.hoff@lpl.com,,Salesforce
11205683,Inactive Investor,Jacqueline Hsu,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
11084382,Inactive Investor,Seemi Bajwa,,LPL Financial LLC Oak Creek WI 8900 S Howell Ave,seemi.bajwa@lpl.com,,Salesforce
11026823,Inactive Investor,Brenden Baker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10759937,Inactive Investor,Bernard Kavanagh,Resident Director;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Andover MA 27 Main St",bernard_kavanagh@ml.com,,Salesforce
221279,,Jinwen Chen,,[Unknown],chenji@si.edu,,Direct
10966249,Inactive Investor,David Grant,,State Farm VP Management Corp. Hiram GA 44 Darbys Crossing Dr,,,Salesforce
10907669,Inactive Investor,Caleb White,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",caleb.white@nm.com,,Salesforce
11119901,Inactive Investor,Richard Schultz,Chief Compliance Officer;President,Schultz and Associates Inc.,,,Salesforce
9569630,,david mo,,,moe2m@yahoo.com.hk,,List import
70522,,Ava Smith,Financial Professional,"Voya Financial Advisors, Inc.",diane.smith@voyafa.com,,
11034072,Inactive Investor,Amanda Meredith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10801091,Inactive Investor,Jonathan Campbell,Managing Director - Investments,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",,,Salesforce
64036,,Derrik Brown,Chief Compliance Officer And Investment Advisor Representative,Enhancing Capital Llc,derrik.brown@enhancingcapital.com,717-561-4491,
11185097,Inactive Investor,Katherine Leszcynski,Senior Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",kathy.leszcynski@wellsfargoadvisors.com,,Salesforce
9626167,,Varderes Barsegyan,,,barsegyanvarderes@gmail.com,,List import
11171184,Inactive Investor,Angela Beaulieu,,"Bankers Life Securities, Inc. South Burlington VT 30 Kimball Ave",angela.beaulieu@bankerslife.com,,Salesforce
371472,,Kevin Yam,,KVD,hbyam2002@gmail.com,7149259136,Google Natural Search
11181586,Inactive Investor,Benjamin Freeby,,"Osaic Wealth, Inc. Saint Paul MN 708 Cleveland Ave SW",,,Salesforce
10768826,Inactive Investor,Alfred Hein,,"Osaic Wealth, Inc. Port Richey FL 9501 US Hwy19",mdeltufo@royalaa.com,,Salesforce
10861593,Inactive Investor,Laura Baldi,,LPL Financial LLC Boston MA 201 Washington St,laura.baldi@lpl.com,,Salesforce
10925930,Inactive Investor,Christina Flakes,,J.P. Morgan Securities LLC,christina.flakes@jpmorgan.com,,Salesforce
193640,,Ronald Tucker,,United States,13rrtucker@gmail.com,,
10795720,Inactive Investor,Walter Saad,,"HighTower Securities, LLC",wsaad@hightoweradvisors.com,,Salesforce
10902279,Inactive Investor,Duane Richter,Financial Advisor,"RBC Capital Markets, LLC Eagle ID 661 S Rivershore Ln",duane.richter@rbc.com,,Salesforce
9638235,,Christopher Geczy,,,cgeczy@forefrontanalytics.com,,List import
11207893,Inactive Investor,Michael Persaud,Financial Advisor;Portfolio Manager,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,michael.persaud@morganstanley.com,,Salesforce
374785,Inactive Investor,Nat Sanit,,Fifth Third Wealth Advisors LLC,nat.sanit@53.com,,
9582434,,John Egbert,,,j.egbert@fi.com,,List import
10928973,Inactive Investor,Frank Borja,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",frank.borja@ml.com,,Salesforce
218069,,Le Dung,,[Unknown],lehoangdung1987@gmail.com,,Direct
11228821,Inactive Investor,Nicholas L'Archevesque,,J.P. Morgan Securities LLC Boston MA 160 Federal St,nicholas.larchevesque@jpmorgan.com,,Salesforce
11021381,Inactive Investor,Darin Arnell,Chief Compliance Officer;Investment Advisor Representative;Member;Owner;Wealth Advisor,Financial Network Wealth Advisors LLC,darin.arnell@p4wealth.com,,Salesforce
11186772,Inactive Investor,Juan Flores,,PFS Investments Inc. McAllen TX 1300 N 10th St,juan.flores@primerica.com,,Salesforce
9572734,,Frank Newman,,,frank.newman@soros.com,,List import
10509866,,AJAY MASAND,"PORTFOLIO MANAGEMENT DIRECTOR, SR VP INVESTMENTS",MORGAN STANLEY,ajay.masand@morganstanley.com,,List Import
11107783,Inactive Investor,Wade Daniel,Chief Executive Officer;Founder,Wealthquest Corporation,wdaniel@wqcorp.com,,Salesforce
437,,,,,hgiaco01@libero.it,,
346479,,Scott Witeby,"Svp, Chief Financial Officer, Director",D.a. Davidson & Co.,switeby@dadco.com,406-727-4200,Manual List Upload
10763563,Inactive Investor,Henriette O'Connor,Client Service Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,henriette.oconnor@ubs.com,,Salesforce
240208,,Debbie Ponzio,Client Experience Associate,"Sendero Wealth Management, Llc",dponzio@sendero.com,210-805-0171,Manual List Upload
187210,,carley moon,,[Unknown],carleymoon21@gmail.com,,source
11076254,Inactive Investor,Elizabeth Enzor,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,betsy.enzor.myyw@statefarm.com,,Salesforce
11162577,Inactive Investor,Gordon Graffius,,Cetera Advisor Networks LLC Dillsburg PA 2 Barlo Cir,graffiusg@ceteranetworks.com,,Salesforce
81698,,Heather Jendrusch,Financial Consultant,"M.C. Byrd Wealth Management, LLC",heather@mcbyrdwealth.com,979-865-0660,
10854363,Inactive Investor,Jeffrey Renaud,,LPL Financial LLC Charleston MO 118 N Main St,jeff.renaud@lpl.com,,Salesforce
11016799,Inactive Investor,Michael Chapman,Financial Advisor,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",grant.chapman@wellsfargoadvisors.com,,Salesforce
10766961,Inactive Investor,Richard Priore,Executive Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,r.priore.jr@morganstanley.com,,Salesforce
9548771,,David Wilcox,,,wdavidwilcox@gmail.com,,List import
11230657,Inactive Investor,Jeffrey Murray,Financial Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,jeff.murray@lpl.com,,Salesforce
11131762,Inactive Investor,Mark Reddington,Investment Advisor Representative,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",mreddington@financialguide.com,,Salesforce
10893255,Inactive Investor,Bryce Lipovsky,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",bryce.lipovsky@hantzgroup.com,,Salesforce
10849339,Inactive Investor,William Greenwald,,"Stifel, Nicolaus & Company, Incorporated",greenwaldb@stifel.com,,Salesforce
11288162,,angel vega,,,angelvvega6721@gmail.com,,Web Form Fillout
10894534,Inactive Investor,Gary Ginsberg,Financial Advisor,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",gary.ginsberg@ampf.com,,Salesforce
10837626,Inactive Investor,Randall Otto,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bluffton SC 1276 May River Rd",ottor@stifel.com,,Salesforce
10881628,Inactive Investor,Kalee Murphy,Financial Advisor,Edward Jones Ann Arbor MI 709 W Ellsworth Rd,kalee.murphy@edwardjones.com,,Salesforce
9546992,,Craig Lowerson,,,crlowerson@gmail.com,,List import
10794953,Inactive Investor,Kevin Wright,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",kevin.wright@wellsfargoadvisors.com,,Salesforce
11182154,Inactive Investor,Robert Cruz,Financial Advisor,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,robert.cruz@ubs.com,,Salesforce
10932479,Inactive Investor,Miranda Sandvig,Financial Advisor,Edward Jones Santa Rosa CA 170 Farmers Ln,miranda.holder@edwardjones.com,,Salesforce
9607658,,Jack Tan,,,jtan863@gmail.com,,List import
11234497,Inactive Investor,Melanie Samsa,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",msamsa@saybruspartners.com,,Salesforce
9569870,,Justin Boisseau,,,jboisseau@gatescap.com,,List import
10615719,,William Mosler,,,wmosler@lincolninvestment.com,,List import
10823217,Inactive Investor,Deloris Robinson,Financial Representative,PFS Investments Inc. Elmsford NY 570 Taxter Rd,deloris.robinson@primerica.com,,Salesforce
10947457,Inactive Investor,Michael Izbotsky,Chief Compliance Officer;Financial Planner;Owner,From Planning To Living LLC,michael@fromplanningtoliving.com,,Salesforce
10954019,Inactive Investor,Jennifer Whitney,,Fidelity Brokerage Services LLC,,,Salesforce
212985,,Stan Jones,,[Unknown],stanley.jones@yahoo.com,,
11100570,Inactive Investor,Landon Erway,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10839108,Inactive Investor,Scott Houser,Member;Partner,"Cardinal Capital Management, LLC",,,Salesforce
9646919,,Ben Huang,,,ben.huang@ndhtrading.com,,List import
9646243,,Ronald Witherby,,,whizlo@gmail.com,,List import
11025124,Inactive Investor,Andrew Shaffer,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10879564,Inactive Investor,Lori Mierisch,,Key Investment Services LLC Poughquag NY 2600 Rte 55,lmierisch@kisinvestments.com,,Salesforce
10877024,Inactive Investor,Sean Gauss,Financial Advisor,"Wells Fargo Clearing Services, LLC Manhattan Beach CA Private Residence",sean.gauss@wellsfargoadvisors.com,,Salesforce
11113419,Inactive Investor,Asuzu Ibeawuchi,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",asuzu.ibeawuchi@ampf.com,,Salesforce
11086181,Inactive Investor,Christopher Clark,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",christopher.clark1@valic.com,,Salesforce
11147648,Inactive Investor,Joseph Rotter,Managing Director,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,joseph.rotter@nb.com,,Salesforce
141995,,Libby Kahn,,United States,lkahn45134@gmail.com,,
10832315,Inactive Investor,Michael Etheridge,President,"Cornerstone Wealth Management, LLC",,,Salesforce
10812282,Inactive Investor,Darren Collins,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,darren.collins@primerica.com,,Salesforce
9586840,,Ben Bloski,,,bbloski@gmail.com,,List import
11176597,Inactive Investor,Ann Haeussler,,Citigroup Global Markets Inc.,,,Salesforce
10614330,,Mary Ziegler,Financial Advisor,,meziegler@cfsllc.com,,List Import
9627679,,David U,,,llc.123u@gmail.com,,List import
10947332,Inactive Investor,Naomi Henderson,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10792906,Inactive Investor,Bobby Hailey,Chief Supervision Officer,"Concourse Financial Group Securities, Inc. Birmingham AL 2801 Highway 280 S",bobby.hailey@concoursefinancial.com,,Salesforce
11169413,Inactive Investor,Dennis Nicholson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9629056,,Amar patel,,,amarnp85@gmail.com,,List import
10754070,Inactive Investor,John Stewart,Financial Consultant;Investment Advisor Representative,LPL Financial LLC Mansfield OH 2036 W 4th St,jack.stewart@lpl.com,,Salesforce
10761740,Inactive Investor,Sam Lopresti,Director;First Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,sam.lopresti@morganstanley.com,,Salesforce
11069197,Inactive Investor,Matthew Nugent,,Chelsea Financial Services,mnugent@chfs.com,,Salesforce
9644472,,c c,,,719199895@qq.com,,List import
10868630,Inactive Investor,Daniel Mace,,Cetera Financial Specialists LLC Vero Beach FL 1515 Indian River Blvd,daniel.mace@ceterafs.com,,Salesforce
1004858,Inactive Investor,Greg Bosch,,A-G Capital Holding Corp not specified,gbosch@brooks.us.com,616 335 6034,Organic Search
10894295,Inactive Investor,Scott Anderholt,Financial Professional,PlanMember Securities Corporation Thousand Oaks CA 31225 La Baya Dr,scott_anderholt@planmembersec.com,,Salesforce
11198308,Inactive Investor,Jeffrey Gater,,"Allstate Financial Services, LLC Panama City FL 3009 Hwy 77",jeffreygater@allstate.com,,Salesforce
127533,,Andrea Dimento,"Head, Human Resources","Steward Partners Investment Advisory, Llc",kirstie.eustace@stewardpartners.com,212-364-0364,Manual List Upload
10659673,,Jolanta Faszczewska,,,jolanta.faszczewska@jpmorgan.com,,List Import
9552823,,Ronald Weinberg,,,rweinberg@massmutual.com,,List import
9601123,,YUYA OKUMA,,,ssskumakuma3@yahoo.co.jp,,List import
10962373,Inactive Investor,Troy Bell,Vice President,Morgan Stanley South Jordan UT 680 W 10000 S,troy.bell@morganstanley.com,,Salesforce
222395,,Marius Pratz,,[Unknown],mariuspratz@gmx.de,,Organic Search
11156222,Inactive Investor,Brian Wolfe,,Jefferies LLC Stamford CT 1 Station Pl,bwolfe@jefferies.com,,Salesforce
11200258,Inactive Investor,Madeline Carter,,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",madeline.carter@equitable.com,,Salesforce
11113950,Inactive Investor,Sandra Wilson,,PFS Investments Inc. Layton UT 1992 W Antelope Dr,,,Salesforce
11099689,Inactive Investor,Richard Senatore,Chief Compliance Officer;Investment Advisor Representative;Principal,"Stonewall Capital Management, L.L.C.",rsenatore@stonewallcapitalmgmt.com,,Salesforce
11027090,Inactive Investor,Ryan Gorny,,PFS Investments Inc. Mexico NY 3276 Main St,rgorny@primerica.com,,Salesforce
11097505,Inactive Investor,Kevin Murphy,Chief Executive Officer;Co-Founder;Member,Provenio Capital,tricia@proveniocapital.com,,Salesforce
11047785,Inactive Investor,Troy Chatterton,Investment Advisor Representative,USA Financial Securities LLC Scituate MA 3 Bound Brook Ct,,,Salesforce
10892657,Inactive Investor,Cecilia Martinez,Financial Advisor,Edward Jones Mission TX 122 S Shary Rd,cecilia.valle@edwardjones.com,,Salesforce
10832976,Inactive Investor,Louis Sclafani,,Cetera Financial Specialists LLC Glendale CA 3239 N Verdugo Rd,louis.sclafani@ceterafs.com,,Salesforce
11099250,Inactive Investor,Kyle Stein,Associate,Edward Jones Maryville IL 54 Executive Plaza Ct,kyle.stein@edwardjones.com,,Salesforce
11043748,Inactive Investor,Joan Markus,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bethlehem PA 3101 Emrick Blvd",markusj@stifel.com,,Salesforce
11049198,Inactive Investor,Kevin Drobnes,,"Equity Services, Inc. Elkins Park PA 300 Yorktown Plz",kdrobnes@nationallife.com,,Salesforce
11230330,Inactive Investor,Geneva Walden,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,gjwalden@ft.newyorklife.com,,Salesforce
10935742,Inactive Investor,Kimberly Shepp,,LPL Financial LLC Chicago IL 5153 N Clark St,kim.shepp@lpl.com,,Salesforce
29604,,Terry Roe,,"Onyx Financial Advisors, LLC",troe@onyxfinancial.com,,
10792617,Inactive Investor,Dawn Williams,Member;Partner;Regulatory Contact,Intrinsic Investors LLC,dwilliams@intrivest.com,,Salesforce
11006075,Inactive Investor,Karsten Goehring,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 576 Bielenberg Dr",karsten.goehring@nm.com,,Salesforce
5881903,,April Edwards,,,apriledwards67@gmail.com,,Web Form Fillout
10954862,Inactive Investor,Manav Saha,,Fidelity Brokerage Services LLC,,,Salesforce
11101904,Inactive Investor,James Jones,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,,,Salesforce
10837676,Inactive Investor,J Miller,Director - Alternative Investments;Financial Advisor;First Vice President,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,j.scott.miller1@morganstanley.com,,Salesforce
2995153,,Ryan Wojciechowski,,,wojciepa@gmail.com,,
11118520,Inactive Investor,Rafael Martinez,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,rafael.martinez@primerica.com,,Salesforce
11047666,Inactive Investor,Kally Alkire,Vice President;Wealth Advisor,"ACT Wealth Management, LLC",,,Salesforce
11124541,Inactive Investor,Lindsey Matro,,Thrivent Investment Management Inc. Tampa FL 1307 W Fletcher Ave,lindsey.matro@thrivent.com,,Salesforce
10875415,Inactive Investor,Daniel Davidson,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",daniel.davidson@equitable.com,,Salesforce
42259,,Patrick Bookey,Financial Advisor,"KMS Financial Services, Inc.",patrick.bookey@kmsfinancial.com,907-830-1226,
9570570,,Gabriella Papale,,,spapale@gmail.com,,List import
10477673,,umar abdul,,,101087muhamadakbar@gmail.com,,Web Form Fillout
11166120,Inactive Investor,Karen Rupert,Financial Advisor,Edward Jones Fort Wayne IN 7127 Homestead Rd,karen.rupert@edwardjones.com,,Salesforce
11186186,Inactive Investor,Nicholas Shaheen,,"Cambridge Investment Research, Inc. Sterling Heights MI Private Residence",nshaheen@cambridgesecure.com,,Salesforce
11014345,Inactive Investor,Victoria Velez,,J.P. Morgan Securities LLC Glendale CA 500 N Glendale Ave,victoria.velez@jpmorgan.com,,Salesforce
48005,,Emmett Long,"Financial Advisor, Senior Agent","Principal Securities, Inc.",long.emmett@principal.com,920-215-3262,
237442,, -,,[[Unknown]],932814367@qq.com,,
11004683,Inactive Investor,Patrick Hoban,,"W&S Brokerage Services, Inc. Independence OH 6100 Oak Tree Blvd",liam.hoban@wslife.com,,Salesforce
10952806,Inactive Investor,Gabriel Martinez,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Corpus Christi TX 500 N Shoreline Blvd",gabriel.martinez@mutualofomaha.com,,Salesforce
11009174,Inactive Investor,Thomas Nowalis,Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",thomas.nowalisjr@wellsfargoadvisors.com,,Salesforce
9620400,,James Norrington,,,james.norrington@ft.com,,List import
10887873,Inactive Investor,Dean Davis,Chief Compliance Officer;Chief Investment Officer;Member,Marienplatz Wealth Management LLC,dean_davis@marienplatzwealth.com,,Salesforce
10866591,Inactive Investor,Chase Robertson,Managing Member;Managing Partner,Robertson Investment Management Houston TX 5120 Woodway Dr,,,Salesforce
10918184,Inactive Investor,Victoria Lafleur,,"MML Investors Services, LLC",vlafleur@massmutual.com,,Salesforce
11174753,Inactive Investor,Meredith Tilson,Financial Advisor,Edward Jones Knoxville TN 6231 Highland Place Way,meredith.tilson@edwardjones.com,,Salesforce
11154609,Inactive Investor,Richard Milanak,,State Farm VP Management Corp. Lancaster PA 2481 New Holland Pike,,,Salesforce
10933987,Inactive Investor,Tammy Kehr,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
26442,,Kevin Blacketor,Associate,Surveyor Capital Management,kevin.blacketor@surveyor-capital.com,1-646-403-8200,Initial Salesforce Import
9606274,,Joseph LaBarge,,,joe.labarge@gmail.com,,List import
10858541,Inactive Investor,Carolann Guadagnino,,"Moors & Cabot, Inc.",cguadagnino@moorscabot.com,,Salesforce
10839201,Inactive Investor,Julie Blockey,,"Osaic Wealth, Inc. Belgrade MT 14 Pollywog Ln",,,Salesforce
10826490,Inactive Investor,Mary Balcitis,,Cetera Financial Specialists LLC Oak Lawn IL 5017 W 95th St,mary.ciesla@ceterafs.com,,Salesforce
9583304,,Thomas Crook,,,tcrook@gwnsecurities.com,,List import
10912494,Inactive Investor,Julia Patton,,State Farm VP Management Corp. Troy MI 3190 Rochester Rd,,,Salesforce
11254537,Inactive Investor,Thomas Wallace,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11254028,Inactive Investor,Justin Bonitatibus,,Janney Montgomery Scott LLC,jbonitatibus@jmsonline.com,,Salesforce
11205076,Inactive Investor,Matthew Marcom,,Cetera Advisors LLC Georgetown TX Private Residence,,,Salesforce
10840496,Inactive Investor,Eric Hothem,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,eric.p.hothem@jpmorgan.com,,Salesforce
10834519,Inactive Investor,Joseph Sabelhaus,Financial Advisor,LPL Financial LLC Troy MI 4080 John R Rd,joseph.sabelhaus@lpl.com,,Salesforce
11140883,Inactive Investor,Jackson Salley,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",jackson.salley@ml.com,,Salesforce
11222503,,Natalie Flerx,,,nflerx@firstrepublic.com,,List Import
227163,, -,,[Unknown],jerry.thomas@envirocleanusa.org,,
11073063,Inactive Investor,Alvaro Teixeira,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11046061,Inactive Investor,Gia Ciliento,Financial Advisor,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,gciliento@rwbaird.com,,Salesforce
11142883,Inactive Investor,Kevin Valencia,,J.P. Morgan Securities LLC Arlington TX 4330 Little Rd,,,Salesforce
11063812,Inactive Investor,Bailey Aldridge,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
9613654,,songtao zhang,,,542473079@qq.com,,List import
11116492,Inactive Investor,Jeffrey Bevans,,"Wells Fargo Clearing Services, LLC Eugene OR 1590 Coburg Rd",jeffrey.bevans@wellsfargoadvisors.com,,Salesforce
11002922,Inactive Investor,Frank Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11205983,Inactive Investor,Stacey Smith,,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",stacey.smith@raymondjames.com,,Salesforce
9620712,,Matthew Matlock,,,matt.matlock@gmail.com,,List import
347704,,Brian Sheahen,Managing Member And CCO,Hudson Oak Wealth Advisory Llc,brian@hudsonoakwealth.com,646-820-4858,Manual List Upload
11079203,Inactive Investor,Robert Hikes,Financial Advisor,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,robert.hikes@lpl.com,,Salesforce
10937262,Inactive Investor,Nicole Dawes,,"Independent Advisor Alliance, LLC Grand Rapids MI 630 Kenmoor Ave Se",nicole@independentadvisoralliance.com,,Salesforce
10794508,Inactive Investor,William Walker,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
10982242,Inactive Investor,Jacquelyn Winkler,Associate Wealth Advisor;Regulatory Contact,"Copper Leaf Financial, LLC",jackie@copperleaffinancial.com,,Salesforce
11044782,Inactive Investor,Brittany Robinson,,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,4amxa@primerica.com,,Salesforce
2261666,,Ari Tenzer,,Wolverine,atenzer@wolve.com,3128843626,Web Form Fillout
10902323,Inactive Investor,Kimberly Farnsworth,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
240225,,Daniel Rodriguez,,Snowden Lane Partners,drodriguez@snowdenlane.com,305-774-0603,Database Upload
9607777,,Damian McIntyre,,,dmcintyre@federatedinv.com,,List import
11192894,Inactive Investor,Cynthia Hampy,Complex Risk Officer,Morgan Stanley Eustis FL 508 Lakeshore Dr,cindy.hampy@morganstanley.com,,Salesforce
10962229,Inactive Investor,Brandon Morenz,,"NewEdge Securities, Inc. Irvine CA 19200 Von Karman Ave",,,Salesforce
10783358,Inactive Investor,Jane Symington,,"Bessemer Investor Services, Inc.",,,Salesforce
11081657,Inactive Investor,Richard Brittain,Financial Planner,"Osaic FA, Inc. Knoxville TN 10420 Jackson Oaks Way",nelson.brittain@lfg.com,,Salesforce
11115792,Inactive Investor,Roy Lamar,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Meridian MS 2115 5th St",alan.lamar@wellsfargoadvisors.com,,Salesforce
11094213,Inactive Investor,Betsy Abshire,,PFS Investments Inc. Carmel IN 708 Adams St,blamb@primerica.com,,Salesforce
10807675,Inactive Investor,Nicole Thompson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",nicole.sherman@ml.com,,Salesforce
11232983,Inactive Investor,Joshua Justice,,SECU Brokerage Services Forest City NC 117 Daniel Rd,,,Salesforce
11035125,Inactive Investor,Charles Shaw,Financial Professional,"Equitable Advisors, LLC Auburn NY 12 E Genesee St",charles.shaw@equitable.com,,Salesforce
11205370,Inactive Investor,Andrew Dunn,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
10871455,Inactive Investor,Mayra Hernandez,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
69590,,Donald Codori,Financial Advisor,"SagePoint Financial, Inc.",dcodori@sagepointadvisor.com,401-270-4685,
208306,,MOSAB Saleh,,[Unknown],phr.msaleh@gmail.com,,
10807732,Inactive Investor,Reginald Armstrong,Financial Advisor,LPL Financial LLC Florence SC 1807 W Evans St,reginald.armstrong@lpl.com,,Salesforce
10856443,Inactive Investor,Joseph Hadobas,,"Cambridge Investment Research, Inc. Wexford PA 10475 Perry Hwy",jhadobas@cambridgesecure.com,,Salesforce
230022,, -,,[[Unknown]],k4wynn@aol.com,,
11066718,Inactive Investor,Gavan Gardner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10933894,Inactive Investor,Matthew Hearring,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10615143,,Scott Schlett,"Director - Alternative Investments, Financial Advisor, Lending Specialist, Senior Portfolio Management Director, Workplace Advis",,scott.schlett@morganstanley.com,,List Import
41457,,Franklin Onurisi,,Nigeria,franklinonurisi@gmail.com,,
11204329,Inactive Investor,Michael Staines,Chief Executive Officer;Managing Member;President,"Staines Financial, LLC",janice@stainesfinancial.com,,Salesforce
10985500,Inactive Investor,Christine Kerolos,,J.P. Morgan Securities LLC Corona CA 360 N McKinley St,christine.kerolos@jpmorgan.com,,Salesforce
10863577,Inactive Investor,Ramsey Vanhorn,Financial Consultant,"Equitable Advisors, LLC Johnston IA 6165 NW 86th St",ramsey.vanhorn@equitable.com,,Salesforce
10868887,Inactive Investor,Troy Perkins,,"Concourse Financial Group Securities, Inc. Friendswood TX 3502 E Fm 528 Rd",troy.perkins@concoursefinancial.com,,Salesforce
10869504,Inactive Investor,Tyler Puetz,,"Empower Financial Services, Inc Litchfield Park AZ Private Residence",tyler.puetz@empower.com,,Salesforce
11201204,Inactive Investor,Michael Starr,Owner,Stellar Financial Planning,,,Salesforce
10819014,Inactive Investor,Michael Gielarowski,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",michael.gielarowski@wellsfargoadvisors.com,,Salesforce
11211483,Inactive Investor,Heath Waechter,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",heath.waechter@nm.com,,Salesforce
10759681,Inactive Investor,Tracey Gluck,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,tracey.e.gluck@jpmorgan.com,,Salesforce
11023111,Inactive Investor,David Dimusto,Financial Professional,"Equitable Advisors, LLC Purchase NY 3010 Westchester Ave",david.dimusto@equitable.com,,Salesforce
11088570,Inactive Investor,Caleb Wedekind,,PFS Investments Inc. Norfolk NE 123 N 4th St,cwedekind@primerica.com,,Salesforce
10799726,Inactive Investor,Lorraine Reith,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,lorraine.reith@lpl.com,,Salesforce
11034291,Inactive Investor,Jerrod Sparling,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,jerrod.sparling.vab3wj@statefarm.com,,Salesforce
9642673,,Jesus Lopez,,,jelopez7676@gmail.com,,List import
9586112,,Morgan Pearsall,,,blaine.pearsall@suntrust.com,,List import
10910113,Inactive Investor,Robert Dimarino,Financial Advisor,Red Oak Financial Group,rob@comptonfinancial.com,,Salesforce
11021191,Inactive Investor,Joseph McDonough,,"Allstate Financial Services, LLC Las Vegas NV 3665 S Fort Apache Rd",joemcdonough@allstate.com,,Salesforce
10958872,Inactive Investor,Catherine Sandstrom,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
10881999,Inactive Investor,Seth Yoder,Financial Advisor,Edward Jones Wagoner OK 1524 Hwy 51,seth.yoder@edwardjones.com,,Salesforce
11091110,Inactive Investor,Joseph Gifford,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 3005 Yamato Rd",joe.gifford@wellsfargo.com,,Salesforce
11134421,Inactive Investor,Zachary Sparrow,,J.P. Morgan Securities LLC Tucson AZ 7070 E Tanque Verde Rd,zachary.m.sparrow@jpmorgan.com,,Salesforce
9601231,,Harvey Siegel,,,hsiegel@apellacapital.com,,List import
11137410,Inactive Investor,William Sigl,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",william.sigl@tiaa.org,,Salesforce
11222237,,Jason Zahorenko,,,jzahorenko@wealthenhancement.com,,List Import
10837503,Inactive Investor,Patrick Mulligan,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ponca City OK 1926 Lake Rd",patrick.mulligan@wfafinet.com,,Salesforce
220,,,,,ecolana@vera.com.uy,,
198414,,Michael King,,[Unknown],mike808@users.sourceforge.net,,
11261083,Inactive Investor,Kimberly Cochenour,Chief Compliance Officer;Chief Operations Officer,"FORM Wealth Advisors, LLC",,,Salesforce
11066172,Inactive Investor,Kin Lau,Financial Advisor;International Client Advisor;Portfolio Manager,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,ken.lau1@morganstanley.com,,Salesforce
11209865,Inactive Investor,Xu Wan,,LPL Financial LLC Buffalo Grove IL Private Residence,xu.wan@lpl.com,,Salesforce
10770781,Inactive Investor,Stanley Burton,Compliance Branch Auditor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,stanley.burton@edwardjones.com,,Salesforce
11008094,Inactive Investor,John McGee,,"Allstate Financial Services, LLC Socorro TX 657 Horizon Blvd",johnmcgee@allstate.com,,Salesforce
10789122,Inactive Investor,Derek Park,,"Wilmington Capital Securities, LLC New York NY 1140 Avenue of the Americas",dpark@wilmingtoncap.com,,Salesforce
11230688,Inactive Investor,Heather Paugh,Administrative Assistant,"Ameriprise Financial Services, LLC Harrisonburg VA 560 Neff Ave",heather.paugh@ampf.com,,Salesforce
3735315,,Mary Morales,,,mjm.ds65@yahoo.com,,Web Form Fillout
234600,, -,,[[Unknown]],keith102462@gmail.com,,Organic Search
11198604,Inactive Investor,Craig Cross,Co-Founder;Managing Director,Halbert Hargrove,ccross@halberthargrove.com,,Salesforce
10940066,Inactive Investor,Kianna Garcia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9617651,,Travis Arnold,,,travis.arnold@citadel.com,,List import
10492158,,Gerald Tyrrell,,,jersusfin@outlook.com,,Web Form Fillout
11058104,Inactive Investor,Bryn Tannone,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11030928,Inactive Investor,Yvonne Baker,,J.P. Morgan Securities LLC Kirkland WA 6811 132nd Ave NE,yvonne.baker@jpmorgan.com,,Salesforce
11238274,Inactive Investor,William Garvey,,"Hilton Capital Management, LLC",garveyw@hiltoncm.com,,Salesforce
10872081,Inactive Investor,Dustin Booth,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,dustinbooth@statefarm.com,,Salesforce
11231235,Inactive Investor,Tasha Webie,Financial Advisor,"Equitable Advisors, LLC Trussville AL 8184 Gadsden Hwy",,,Salesforce
3387222,,Chris Koerner,,,chris@miningsyndicate.com,,Web Form Fillout
11177949,Inactive Investor,Juan Garza,,Edward Jones Saint Louis MO 10777 Sunset Office Dr,john.garza@edwardjones.com,,Salesforce
11087210,Inactive Investor,Jay Flowers,Financial Advisor,LPL Financial LLC Murfreesboro TN 805 S Church St,scott.flowers@lpl.com,,Salesforce
9557976,,Keith Madrigal,,,kmadrigal@sigmarep.com,,List import
11027611,Inactive Investor,George Albertini,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",george_albertini@ml.com,,Salesforce
10862826,Inactive Investor,Richard Siegel,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",siegelr@stifel.com,,Salesforce
11099818,Inactive Investor,Lance McCoy,Branch Manager;Executive Vice President - Investments,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,lmccoy@janney.com,,Salesforce
10961919,Inactive Investor,Jennifer Collins,Vice President,Whitestone Capital Management LLC New Albany IN 110 Arbor Pl,,,Salesforce
11154561,Inactive Investor,Mike Kim,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,mike.kim.l22i@statefarm.com,,Salesforce
10835968,Inactive Investor,Timothy Vediz,Financial Advisor,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
4509201,,Kiernan Bryson,,,kiernanbryson@gmail.com, +255653134580,Web form fillout
9637746,,Robert Manchen,,,robert.manchen@ptsem.edu,,List import
10647279,,Serban Maracine,,,serban.maracine@edwardjones.com,,List Import
11025378,Inactive Investor,Eric Majka,,Ages Financial Services Ltd.,,,Salesforce
11085770,Inactive Investor,Christina Clark,,NYLIFE Securities LLC Longmont CO 721 5th Ave,cclark1@ft.newyorklife.com,,Salesforce
11218302,,John Ramseyer,,,jramseyer@rwbaird.com,,List Import
11102379,Inactive Investor,Wei Cao,Chief Compliance Officer;Managing Member;President,JWC Advisors,,,Salesforce
11122137,Inactive Investor,David Brown,Financial Advisor,Edward Jones Vancouver WA 16508 SE 24th St,david.brown@edwardjones.com,,Salesforce
10834637,Inactive Investor,Aaron Undseth,,"Raymond James Financial Services, Inc. Bothell WA 15130 Main St",,,Salesforce
10656636,,Ravi Lakhani,,,ravi.lakhani@equitable.com,,List Import
11199601,Inactive Investor,Granthem Beck,Research Analyst;Support Advisor,"Liberty Financial Group, Inc.",,,Salesforce
9623830,,Alexander Adam,,,alexander.adam1980@gmail.com,,List import
9601330,,Max Haller,,,max@dualitygroup.com,,List import
11202697,Inactive Investor,Mary Norris,Chief Compliance Officer;Managing Member;Principal,MKN Wealth Management LLC,kathleen@mknwealth.com,,Salesforce
11151322,Inactive Investor,Sydney Fox,Investment Advisor,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",sydney.fox@rbc.com,,Salesforce
11049429,Inactive Investor,Justin Greenhill,Chief Compliance Officer;Chief Investment Officer;Managing Member,Sollinda Capital Management LLC,,,Salesforce
10775772,Inactive Investor,Theodore Loew,Institutional Consulting Analyst;Vice President,Morgan Stanley Tampa FL 100 N Tampa St,theodore.loew@morganstanley.com,,Salesforce
10979861,Inactive Investor,Alisha Doughty,,PFS Investments Inc. Nicholasville KY 118 N Main St,alisha.doughty@primerica.com,,Salesforce
10816234,Inactive Investor,Paul Zappitielli,Financial Advisor,Edward Jones Austin TX 8701 N Mo Pac Expy,paul.zappitielli@edwardjones.com,,Salesforce
9617663,,Michael Kocourek,,,mkocourek@midoaks.com,,List import
11139477,Inactive Investor,Tiffany Chona,Financial Advisor,"Ameriprise Financial Services, LLC Corvallis OR 975 NW Spruce Ave",tiffany.chona@ampf.com,,Salesforce
9635410,,Rick Jaye,,,rjaye@firstallied.com,,List import
11209752,Inactive Investor,David Nurczynski,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,david.nurczynski@fidelity.com,,Salesforce
10643238,,Kati Hill,,,hillkati562@gmail.com,,Web Form Fillout
10800201,Inactive Investor,Paula Turner,Vice President,"Synovus Securities, Inc. Pensacola FL 125 W Romana St",paulaturner@synovus.com,,Salesforce
9623964,,John Okafor,,,john7bosco@gmail.com,,List import
10904542,Inactive Investor,Carlos Youssef,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 260 Forbes Ave",carlos.youssef@ml.com,,Salesforce
10780573,Inactive Investor,Chad Norling,,AdvisorNet Wealth Partners Minneapolis MN 4200 W Old Shako Pee Rd,cnorling@advisornet.com,,Salesforce
10801390,Inactive Investor,Michael Fernandez,,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",,,Salesforce
10754077,Inactive Investor,Kristen Rodgers,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Columbia SC 1320 Main St,kristen.rodgers@morganstanley.com,,Salesforce
11229172,Inactive Investor,Zachary Zugan,Private Client Associate,Janney Montgomery Scott LLC Independence OH 5005 Rockside Rd,zzugan@janney.com,,Salesforce
11221816,,Morgan Everett,,,morgan.everett@brightonjones.com,,List Import
246061,,Not Provided,Attorney,Virginia,100marviali@gmail.com,,Manual List Upload
10859377,Inactive Investor,Noah Sanders,,"American Portfolios Financial Services, Inc. Scarsdale NY Private Residence",nsanders@americanportfolios.com,,Salesforce
10645662,,Peter Ladas,,,peter.ladas@lpl.com,,List Import
11032439,Inactive Investor,Alexander Tancreto,Financial Advisor,Edward Jones Carson City NV 305 N Carson St,,,Salesforce
10918222,Inactive Investor,Justin Gann,Financial Advisor,"Ameriprise Financial Services, LLC Savoy IL 6 Dunlap Ct",justin.gann@ampf.com,,Salesforce
11079899,Inactive Investor,Bonita Burres,,J.P. Morgan Securities LLC Corydon IN 1881 Old Hwy 135 NW,bonita.kaye@chase.com,,Salesforce
371328,,Purnesh Rustagi,,TTX Company,purnesh@yahoo.com,3125454765,Salesforce
10977385,Inactive Investor,Eduardo Llanos,,BBVA Securities Inc.,,,Salesforce
11154780,Inactive Investor,Roger Cogan,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",roger.cogan@wellsfargoadvisors.com,,Salesforce
9614939,,Dae Lee,,,daily106@hotmail.com,,List import
10902297,Inactive Investor,Patrick Murphy,Financial Advisor;Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,patrick.murphy@jpmorgan.com,,Salesforce
336612,,John Pitarresi,Managing Director,Medalist Partners Corporate Finance Llc,jpitarresi@jmpsecurities.com,678-392-3150,Manual List Upload
373540,,Jason Mori,,[Unknown],jbgreen4@yahoo.com,,source
10659091,,Michael Lapierre,,,michael.lapierre@nm.com,,List Import
10968058,Inactive Investor,Jonathan Clausing,,State Farm VP Management Corp. Malvern AR 1595 Gardiner St,jonathanclausing@statefarm.com,,Salesforce
10802383,Inactive Investor,Branden Sacks,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",branden.sacks@ml.com,,Salesforce
11018405,Inactive Investor,Tychelle McLaurin,,Citigroup Global Markets Inc.,,,Salesforce
11120142,Inactive Investor,Hau Cheng,Supervisory Principal;Vice President,Citigroup Global Markets Inc. Scarsdale NY 725 Post Rd,,,Salesforce
9603595,,Christopher Meade,,,christopher.meade@blackrock.com,,List import
10796326,Inactive Investor,Fred Chandler,Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",fred_chandler@ml.com,,Salesforce
11199387,Inactive Investor,Richard Carson,Investment Advisor,AdvisorNet Wealth Partners Bala Cynwyd PA 34 Rock Hill Rd,rcarson@advisornet.com,,Salesforce
236705,, -,,[[Unknown]],babahabibibrahim24@gmail.com,,
10996406,Inactive Investor,Leonardo Garcia-Lima,,J.P. Morgan Securities LLC Stamford CT 1037 High Ridge Rd,leonardo.garcia-lima@jpmorgan.com,,Salesforce
10795406,Inactive Investor,Matthew Giordano,Wealth Management Analyst;Wealth Management Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,matthew.giordano@morganstanley.com,,Salesforce
11177806,Inactive Investor,Emily Barnes,,"Benjamin F. Edwards & Company, Inc. Decatur IL 2884 N Monroe St",emily.barnes@benjaminfedwards.com,,Salesforce
11254527,Inactive Investor,Yangyufei Du,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
10505949,,Kristine Warner,Director - RIA Channel,Schwab Asset Management,Kristine.warner@schwab.com,847-505-8594,List import
9563752,,Steven Bass,,,sbass86@gmail.com,,List import
11030711,Inactive Investor,Dylan Mcdearmon,Financial Planner;Financial Professional,"MML Investors Services, LLC Little Rock AR 5312 W Markham St",dmcdearmon@financialguide.com,,Salesforce
10845833,Inactive Investor,James Welch,Investment Advisor Representative,"93 Financial Group, LLC",jwelch@93fg.com,,Salesforce
10827636,Inactive Investor,Andrew Irvine,Financial Advisor,Edward Jones Albert Lea MN 2568 Bridge Ave,andrew.irvine@edwardjones.com,,Salesforce
11025386,Inactive Investor,Edward Fraser,,PFS Investments Inc. Conyers GA 2375 Wall St SE,edward.fraser@primerica.com,,Salesforce
10931042,Inactive Investor,Karen Becker-Gemmill,,Cetera Advisor Networks LLC Minneapolis MN 3601 Minnesota Dr,karen.gemmill@ceterawealth.com,,Salesforce
11206123,Inactive Investor,Gjorgji Chakareski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 8498 Lockwood Ridge Rd",gjorgji.chakareski@ml.com,,Salesforce
11031003,Inactive Investor,Penny Myrdal,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",penny.myrdal@nm.com,,Salesforce
11073412,Inactive Investor,Mark Fairclough,,"Osaic Wealth, Inc. Jamesville NY Private Residence",,,Salesforce
11073084,Inactive Investor,Faustina Nkwocha,,"Osaic Wealth, Inc.",,,Salesforce
9581106,,Jennifer Blair,,,jennifer.blair@pnc.com,,List import
10924311,Inactive Investor,David Casparian,,LPL Financial LLC Fresno CA 465 E Fir Ave,d.casparian@lpl.com,,Salesforce
11091578,Inactive Investor,Howard Palmer,,State Farm VP Management Corp. Endicott NY 870 Hooper Rd,,,Salesforce
10906084,Inactive Investor,Brian Northern,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",brian.northern@ml.com,,Salesforce
10646179,,Craig Myers,,,craig.myers@raymondjames.com,,List Import
11157287,Inactive Investor,Russell Green,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,russell.green@fmr.com,,Salesforce
11042291,Inactive Investor,Nicole Ebbesmier,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10793653,Inactive Investor,Neil Davis,Chief Compliance Officer;Managing Member,Dynamic Asset Management Group LLC,,,Salesforce
10806006,Inactive Investor,Christopher Malmstrom,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 5195 W Woodmill Dr",christopher.malmstrom@ampf.com,,Salesforce
10969650,Inactive Investor,Alexander Smith,Private Client Advisor,J.P. Morgan Securities LLC New York NY 988 8th Ave,alexander.smith@jpmorgan.com,,Salesforce
10924791,Inactive Investor,Joseph Rusin,Financial Professional,LPL Financial LLC Carmel NY Private Residence,joseph.rusin@lpl.com,,Salesforce
9625285,,Vildana Jusufbegovic,,,vildanaj@comcast.net,,List import
11081890,Inactive Investor,Jennifer Nappi,,"Allstate Financial Services, LLC Warren RI 631 Metacom Ave",jennifernappi@allstate.com,,Salesforce
11094225,Inactive Investor,Merlina Duran,,PFS Investments Inc. Waipahu HI 94-801 Farrington Hwy,,,Salesforce
10934032,Inactive Investor,Jason Molnar,Portfolio Specialist;Senior Vice President,Citigroup Global Markets Inc. Wilmington DE 1000 N West St,,,Salesforce
11137446,Inactive Investor,Bryce Herman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,bryce.herman@ubs.com,,Salesforce
9620375,,jeremiah chechik,,,clicheguild@gmail.com,,List import
10895600,Inactive Investor,Jeremy Reese,,"Kestra Investment Services, LLC Atlanta GA 800 Mount Vernon Hwy NE",,,Salesforce
10854080,Inactive Investor,Jan Ybarra,,J.P. Morgan Securities LLC Lexington KY 3645 Harrodsburg Rd,jan.m.ybarra@jpmorgan.com,,Salesforce
10596300,,Parker Logan,,,parker.logan@raymondjames.com,,Web Form Fillout
6329141,,Bilqissss Talitaaa,,,bilqistalita609@gmail.com,,Web Form Fillout
9595121,,Clayton Harmon,,,charmon@roarkcapital.com,,List import
214722,,Christoph Halstenbach,,[Unknown],christoph.halstenbach@gmx.net,,source
10909601,Inactive Investor,John Carter,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
11068890,Inactive Investor,Christopher Miesse,Vice President;Wealth Management Consultant,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",csmiesse@ftbadvisors.com,,Salesforce
10804264,Inactive Investor,Kristina Baron,Corporate Director;Managing Director;Managing Partner,"Oxford Financial Group, Ltd",kbaron@ofgltd.com,,Salesforce
11204837,Inactive Investor,Timothy Garrettson,,"Herbert J. Sims & Co, Inc. Jupiter FL 270 S Central Blvd",tgarrettson@hjsims.com,,Salesforce
10857851,Inactive Investor,Dulce Briones,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",isabel.briones@tfaconnect.com,,Salesforce
9555473,,Andy Ingram,,,aingram@capital-invest.com,,
11178280,Inactive Investor,Judith Root,Senior Private Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 4600 Touchton Rd E",judith.root@wellsfargoadvisors.com,,Salesforce
11204952,Inactive Investor,Brian Wakefield,,Mutual Trust Company of America Securities Ocala FL 7500 SW 61st Ave,,,Salesforce
10962327,Inactive Investor,Nickolas Allar,Financial Advisor,LPL Financial LLC Stevens Point WI 2600 Church St,cole.allar@lpl.com,,Salesforce
10980577,Inactive Investor,Sophia Shi,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",sophia.shi@tfaconnect.com,,Salesforce
9593977,,Hans Meier,,,hansmeier@tempr.email,,List import
10881057,Inactive Investor,Timothy Dierkes,Financial Advisor,LPL Financial LLC Richardson TX 811 S Central Expy,timothy.dierkes@lpl.com,,Salesforce
10802495,Inactive Investor,Steven Nahigian,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,nahigians@ceteranetworks.com,,Salesforce
9562593,,Mike Lew,,,liu.cheng.034@gmail.com,,List import
10893306,Inactive Investor,Arlette Oberg,Paraplanner,"Ameriprise Financial Services, LLC Riverside CA 4857 Arlington Ave",arlette.n.oberg@ampf.com,,Salesforce
10840587,Inactive Investor,Megan Frahm,Wealth Advisor,LPL Financial LLC Fort Collins CO 2038 Vermont Dr,megan.frahm@lpl.com,,Salesforce
11199634,Inactive Investor,Stanley Dippel,Financial Advisor,Edward Jones Mason MI 152 E Ash St,stan.dippel@edwardjones.com,,Salesforce
10662225,,Freddy Garcia,,,freddyg@leftbrainwm.com,,List Import
10961609,Inactive Investor,Horacio Carrillo,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,horacio.carrillo@jpmorgan.com,,Salesforce
11119512,Inactive Investor,Sheila Ellis,,"U.S. Bancorp Investments, Inc.",sheila.ellis@usbank.com,,Salesforce
11081646,Inactive Investor,Luther Sentz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9626675,,Hanspeter Conrad,,,hanspeter.conrad@ipw.ch,,List import
10758088,Inactive Investor,Liza Cifelli,Senior Client Service Associate,Morgan Stanley Boston MA 28 State St,liza.cifelli@morganstanley.com,,Salesforce
10939864,Inactive Investor,James Baker,Vice President,LPL Financial LLC,james.a.baker@lpl.com,,Salesforce
10696085,,Thomas Grimes,,Reaves Asset Management,tgrimes@reavesam.com,,List Import
11014420,Inactive Investor,Hallie Hene,,"NewEdge Securities, Inc. Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10656883,,Emmanuel Blankson,,,emmanuel.blankson@primerica.com,,List Import
10907252,Inactive Investor,Hunter Cruise,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
1006117,Inactive Investor,Chris Wittstock,,Polar Capital Partners Ltd,chris.wittstock@polarcapital.co.uk,,3rd Party Lead Gen
10836411,Inactive Investor,Eddie Calderon,Financial Advisor,Edward Jones Colorado Springs CO 5037 N Academy Blvd,eddie.calderon@edwardjones.com,,Salesforce
10839964,Inactive Investor,Justin Gedlen,,Cetera Advisor Networks LLC Addison TX 14135 Midway Rd,,,Salesforce
9580220,,Lynn Fletcher,,,fletcherl@hdvest.com,,List import
9586743,,Jerry Wagner,,,jwagner@flexibleplan.com,,List import
10793488,Inactive Investor,Geoffrey Lee,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",geoffrey.b.lee@ampf.com,,Salesforce
343152,,Benjamin Connard,Member,Eagle Ridge Investment Management Llc,bconnard@eaglerimllc.com,203-227-4515,Manual List Upload
9573084,,Michael Devlin,,,mike.devlin@transamerica.com,,List import
11195479,Inactive Investor,Eric Scruggs,Financial Planner;Founder,Hark Financial Planning,,,Salesforce
11208165,Inactive Investor,Peter Zeuli,Chief Compliance Officer,"Philadelphia Investment Partners, LLC",pzeuli@piplp.com,,Salesforce
10768944,Inactive Investor,Peter Nolan,Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",,,Salesforce
9615509,,ed ewfewf,,,dfgdg@gmail.com,,List import
10801070,Inactive Investor,Patrick Elmore,,"Raymond James Financial Services, Inc. Denver NC 2326 N NC 16 Business Hwy",patrick.elmore@raymondjames.com,,Salesforce
9620890,,Jonathan Joshua,,,jonathanjos4268@gmail.com,,List import
10848976,Inactive Investor,Mitchell Lewe,,"Equitable Advisors, LLC Mount Prospect IL 2016 E Euclid Ave",mitchell.lewe@equitable.com,,Salesforce
11140917,Inactive Investor,David Ivanoudis,Financial Advisor,Edward Jones Avon CT 1 Darling Dr,david.ivanoudis@edwardjones.com,,Salesforce
10975880,Inactive Investor,Alexander Morrall,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
9604912,,Mohammad Anati,,,mohammad.anati@protonmail.com,,List import
9580423,,Jason Lau,,,jason@okcoin.com,,List import
9552602,,Fardaus Shikder,,,fardausshikder8@gmail.com,,List import
11181351,Inactive Investor,Annalea Gray,Financial Planner,LPL Financial LLC Tampa FL Private Residence,annalea.gray@lpl.com,,Salesforce
11230473,Inactive Investor,Xiaorong Zhang,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9646033,,Hüseyin Gündo?du,,,hgundogduu.13@gmail.com,,List import
10956840,Inactive Investor,Michael Jacobs,Private Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,michael.jacobs@creativeplanning.com,,Salesforce
10815097,Inactive Investor,Scott Wolf,Private Client Advisor,J.P. Morgan Securities LLC Ravenna OH 235 W Main St,scott.wolf@jpmorgan.com,,Salesforce
10877359,Inactive Investor,Ashley Rosser,Compliance Officer;President;Regulatory Contact,Victory Wealth Partners,ashleyr@victoryasset.com,,Salesforce
10777950,Inactive Investor,Todd Silaika,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",todd_silaika@ml.com,,Salesforce
36798,,Matthew Olson,Financial Consultant,Thrivent Investment Management Inc.,matthew.olson@thrivent.com,715-832-8112,
9590749,,Jay Skaalen,,,jay@osbornepartners.com,,List import
11092971,Inactive Investor,Stanley Williams,,"Empower Financial Services, Inc Fort Wayne IN Private Residence",stanley.williams@empower.com,,Salesforce
10825663,Inactive Investor,Jaimee Farrington,,"HighTower Securities, LLC Deerfield IL 500 Lake Cook Rd",jfarrington@hightoweradvisors.com,,Salesforce
10934240,Inactive Investor,Teresa Hall,,"U.S. Bancorp Investments, Inc. Benton IL 701 Public Sq",teresa.foster@usbank.com,,Salesforce
11209909,Inactive Investor,Thomas Bills,Financial Advisor,"Ameriprise Financial Services, LLC Gallatin TN Private Residence",thomas.l.bills@ampf.com,,Salesforce
10785795,Inactive Investor,Billy Willis,,Fidelity Brokerage Services LLC,,,Salesforce
11167952,Inactive Investor,Amy Lipscomb,,UBS Financial Services Inc. Boise ID 1161 W River St,jill.harris@ubs.com,,Salesforce
10862217,Inactive Investor,Andy Erler,,Country Capital Management Company Frankfort IL 21195 S La Grange Rd,andy.erler@countryfinancial.com,,Salesforce
11000368,Inactive Investor,David Pasch,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9591852,,Ali Imani,,,aliasgarimanzadeh@gmail.com,,List import
11075782,Inactive Investor,Matthew Palmgren,,Lincoln Investment Worcester MA 57 Cedar St,mpalmgren@lincolninvestment.com,,Salesforce
11220470,,Barbara Mckenna,,,bjm@longfellowim.com,,Other
10852357,Inactive Investor,Jay Painter,Chief Financial Officer;Managing Member;Principal;Regulatory Contact,Eagle Investment Advisors,jpainter@eagleia.com,,Salesforce
10621552,,Toniah Barnes,,,bookmzariez@gmail.com,,Web Form Fillout
9609772,,Gary Bayliff,,,dormarent@gmail.com,,List import
10993934,Inactive Investor,Sean Condon,Private Client Associate,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,seancondon@janney.com,,Salesforce
10771285,Inactive Investor,Andrew Holman,Branch Manager;Vice President - Investments,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",andrew.holman@raymondjames.com,,Salesforce
5468039,,jack tom,,,tagoda6482@cnogs.com,,Web Form Fillout
10644720,,Stephen Miller,,,miller.stephen@ntrs.com,,List Import
10777899,Inactive Investor,Michael McCrary,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,michael.mccrary@fidelity.com,,Salesforce
9547606,,Marcel Gross,,,marcel.gross@gartner.com,,List import
9561534,,Stephanie Kelly,,,skelly@adgwealth.com,,List import
11179241,Inactive Investor,Otho Evans,Financial Advisor - Consulting Group;First Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",otho.evans@rbc.com,,Salesforce
11133087,Inactive Investor,Jay Pollack,Financial Advisor,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,jay_pollack@glic.com,,Salesforce
11152598,Inactive Investor,Daniel Chavez,,Goldman Sachs & Co.,,,Salesforce
11194406,Inactive Investor,Alexa Hirschhorn,Wealth Management Analyst,Morgan Stanley Allentown PA 515 Hamilton St,alexa.hirschhorn@morganstanley.com,,Salesforce
9567483,,Christian Aguilar,,,caguilar9320@gmail.com,,List import
10821930,Inactive Investor,Amanda Morrell,Senior Wealth Strategy Associate,"Ameriprise Financial Services, LLC Phoenix AZ 2398 E Camelback Rd",amanda.morrell@ampf.com,,Salesforce
9542937,,Sandra Rippelmeyer,,,ripcatch@yahoo.com,,List import
11125096,Inactive Investor,Russel Surber,Financial Advisor,Edward Jones Troy OH 49 S Dorset Rd,rusty.surber@edwardjones.com,,Salesforce
11136641,Inactive Investor,Jonathan Clifford,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",jonathan.clifford@nm.com,,Salesforce
10488987,,Benjamin Bowden,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",ben.bowden@nm.com,214-405-4965,List Import
9636875,,Corey Biggs,,,corey.biggs@mariner-re.com,,List import
9718239,,John Richardson,,,john.richardson@ahrvo.com,,Web Form Fillout
10487595,,Michael Woram,Principal,LPL Financial LLC,michael.woram@lpl.com,,List Import
11037691,Inactive Investor,Jerry Citarella,,"Prosperitas Financial, LLC",jcitarella@prosperitasfin.com,,Salesforce
11041689,Inactive Investor,Robert Mercer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,robert.mercer@ubs.com,,Salesforce
10877793,Inactive Investor,Lisseth Nova Figuereo,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11003370,Inactive Investor,Nathane Davis,,PFS Investments Inc. Little Rock AR 3 Innwood Cir,,,Salesforce
10833105,Inactive Investor,Michael Stryczny,,LPL Financial LLC Palm Harbor FL 33920 US Hwy 19 N,,,Salesforce
231865,,Remigiusz -,,Remigiusz [[Unknown]],r.kucharuk@gmail.com,,Paid Social
188850,,Jared Nichols,,United Planners' Financial Services of America A Limited Partner,jnichols@unitedplanners.com,435-757-5066,
11068613,Inactive Investor,Derek Mahoney,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",derek.mahoney@bofa.com,,Salesforce
9590598,,Yesenia Vargas,,,yvargas1984@gmail.com,,List import
10830253,Inactive Investor,Jill Novak,Chief People Officer;Director - Operations;Partner,Human Investing Lake Oswego OR 5335 Meadows Rd,jill@humaninvesting.com,,Salesforce
10756611,Inactive Investor,Andrew Gray,Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
9585495,,Theresa King,,,tking@massmutual.com,,List import
183736,,Manuel Maldonado,,[Unknown],msiagrad@gmail.com,,Direct
11208686,Inactive Investor,Ryan Allie,,Thrivent Investment Management Inc. Manitowoc WI 1632 N 18th St,ryan.allie@thrivent.com,,Salesforce
11027388,Inactive Investor,Joseph Mathias,,LPL Financial LLC Westerville OH 5005 Sunbury Rd,j.mathias@lpl.com,,Salesforce
236161,, -,,[[Unknown]],youngmo1215@gmail.com,,Organic Search
11217939,,Kathan Manchanda,,,kathan.manchanda@jpmorgan.com,,List Import
9595053,,Leticia Macias,,,letymacias75@gmail.com,,List import
6145041,,muki Johnny,,,yatoyej504@fanneat.com,,Web Form Fillout
2267510,,Nick Carter,,[Unknown],nick.carter@hardinggreen.com,,
9605449,,John Deck,,,deck1930@gmail.com,,List import
10661906,,John Neppel,,,jneppel@gpcchi.com,,List Import
11149638,Inactive Investor,Anthony Cooper,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11099124,Inactive Investor,David Tofilon,Financial Advisor;First Vice President,Morgan Stanley Barrington IL 760 W Main St,david.tofilon@morganstanley.com,,Salesforce
10848940,Inactive Investor,Jessica Niles,Financial Advisor,Janney Montgomery Scott LLC Saratoga Springs NY 60 Railroad Pl,jniles@janney.com,,Salesforce
9581375,,Blake Owen,,,blakeowen388@gmail.com,,List import
11068660,Inactive Investor,James Place,Founder;Managing Member;Partner,"Evergreen Advisors, LLC",jplace@evergreenadvisors.com,,Salesforce
11198459,Inactive Investor,Jay Na,,J.P. Morgan Securities LLC Palisades Park NJ 460 Bergen Blvd,,,Salesforce
10764242,Inactive Investor,Anne Shivers,Senior Wealth Strategy Associate,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,anne.shivers@ubs.com,,Salesforce
10928753,Inactive Investor,Buffy Kelly,,"Farmers Financial Solutions, LLC Superior MT 105 River St",,,Salesforce
10880315,Inactive Investor,Susan Martin,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11255172,Inactive Investor,Frank Reardon,Investment Advisor Representative,"APS Ventures, LLC",,,Salesforce
105066,,Sheldon hao,,Individual,haos001@hawaii.rr.com,8082779556,
11183072,Inactive Investor,Maria Ayala-Halstead,,"Allstate Financial Services, LLC Houston TX 7915 FM 1960 Road W",mariaayala-halstead@allstate.com,,Salesforce
11162404,Inactive Investor,Evelyn Rodriguez Proenza,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
11068538,Inactive Investor,Michael Oberg,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",michael.oberg@nm.com,,Salesforce
9624956,,Scott Cain,,,scottcain@aol.com,,List import
210490,,myron weisbart,,retired,mybarbweis@yahoo.com,6509671968,Content
9555760,,Kimberly Hillyard,,,kimberly.hillyard@mcgladrey.com,,List import
11173658,Inactive Investor,Lucia Bertea,,"World First Financial Services, Inc.",lbertea@worldfinancial.net,,Salesforce
10937907,Inactive Investor,Harley Evans,Financial Advisor,"Osaic Wealth, Inc. Clearwater FL Private Residence",,,Salesforce
10928075,Inactive Investor,Michael Mounce,Division Leader,PFS Investments Inc. Mansfield TX 2421 Callender Rd,michael.mounce@primerica.com,,Salesforce
110070,,Tracy Pitt,,Empower Retirement,darrentracypitt@att.net,,
10875929,Inactive Investor,Heather Smith,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",heather.smith@ampf.com,,Salesforce
10987566,Inactive Investor,Jamal Stephens,,State Farm VP Management Corp. Richardson TX 1150 State St,,,Salesforce
11076120,Inactive Investor,Evan Boettcher,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10658519,,Linda Boland,,,linda.boland@morganstanley.com,,List Import
248501,,Jarrod Fong,Managing Director,JP Morgan,jarrod.fong@jpmorgan.com,,Manual List Upload
10860667,Inactive Investor,Andrea Fernandez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",andrea.fernandez@schwab.com,,Salesforce
9606421,,Amirreza Parvizi,,,amirreza.parvizi@gmail.com,,List import
10928097,Inactive Investor,Mitzi Ryburn,,State Farm VP Management Corp. Shawnee KS 10818 Johnson Dr,,,Salesforce
11158451,Inactive Investor,Douglas Whitten,,"M Holdings Securities, Inc. Knoxville TN 9700 Westland Dr",,,Salesforce
10881777,Inactive Investor,Timothy O'Connor,Financial Advisor,Commonwealth Financial Network Rutland VT 86 N Main St,to-connor@commonwealth.com,,Salesforce
11052110,Inactive Investor,Ali Terry,,"CNR Securities, LLC Houston TX 1800 West Loop S",ali.terry@cnr.com,,Salesforce
111585,,Andrew Orsini,,Merrill,andy@andreworsini.com,,
11039328,Inactive Investor,Rhonda Padgett,Client Service Associate,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,rhonda.padgett@morganstanley.com,,Salesforce
10850799,Inactive Investor,Michael Sigismondo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,michael.sigismondo@fidelity.com,,Salesforce
11016633,Inactive Investor,Vivian Ortega,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,vivian.ortega@primerica.com,,Salesforce
10912231,Inactive Investor,Christian Vogel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",christian.vogel@ml.com,,Salesforce
11013105,Inactive Investor,Dennis Biscocho,,"Farmers Financial Solutions, LLC San Mateo CA 90 17th Ave",,,Salesforce
10612305,,Amin Rashid,"Financial Advisor, Securities Representative, Senior Financial Representative",,arashid127@hotmail.com,,List Import
10861251,Inactive Investor,Curtis Meono,,Cetera Advisor Networks LLC Pinckney MI Private Residence,meonoc@ceteranetworks.com,,Salesforce
11058669,Inactive Investor,Ascenza Meyer,,"Raymond James Financial Services, Inc. Towson MD 505 Baltimore Ave",ascenza.diferdinando@raymondjames.com,,Salesforce
10930691,Inactive Investor,Jay Devries,,"MML Investors Services, LLC Urbandale IA 2830 100th St",,,Salesforce
9561362,,Scott Streed,,,sstreed@focusfinancial.com,,List import
10918099,Inactive Investor,Lori Call,,"Allstate Financial Services, LLC Greeneville TN 1141 Tusculum Blvd",loricall@allstate.com,,Salesforce
11064460,Inactive Investor,Vinay Phommachanh,,LPL Financial LLC Rockford IL 2705 N Mulford Rd,vinay.phommachanh@lpl.com,,Salesforce
10661489,,Thomas Brooker,,,tbrooker@svoco.com,,List Import
10906903,Inactive Investor,Curt DiGiacomo,Chief Compliance Officer;Managing Partner;Senior Financial Advisor,"Goal Line Wealth Management, Inc.",curt.digiacomo@goallinewealth.com,,Salesforce
10900223,Inactive Investor,Kerry Lucas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11024566,Inactive Investor,Michael Bosse,,"W&S Brokerage Services, Inc. Tampa FL 3903 Northdale Blvd",michael.bosse@wslife.com,,Salesforce
11040408,Inactive Investor,Stephen Wentz,Financial Advisor;Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,stephen.wentz@morganstanley.com,,Salesforce
10951717,Inactive Investor,Nicholas Vogel,Financial Advisor,"Bluestem Financial Advisors, LLC",nick@bluestemfa.com,,Salesforce
10905038,Inactive Investor,Wilber Rendon,,"Farmers Financial Solutions, LLC Carlsbad CA 5963 La Place Ct",,,Salesforce
9607190,,Timothy Rock,,,cedargrove0449@comcast.net,,List import
10882200,Inactive Investor,Brian Ferrette,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brian.ferrette@nm.com,,Salesforce
11206884,Inactive Investor,Bethany Davis,Financial Advisor;Wealth Advisor,LPL Financial LLC Birmingham AL 22 Inverness Center Pkwy,bethany.a.davis@lpl.com,,Salesforce
10847019,Inactive Investor,Gerardo Fuentes,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",ardo.fuentes@stifel.com,,Salesforce
10848813,Inactive Investor,Andrew Barnick,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,andrew.barnick@fmr.com,,Salesforce
10778919,Inactive Investor,James Carle,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",james_p_carle@ml.com,,Salesforce
233235,,Russell LaFrance -,,Russell LaFrance [[Unknown]],lafrancer1973@gmail.com,,
11042500,Inactive Investor,Dylan Ricord,Investment Sales Assistant,"CUSO Financial Services, L.P. West Valley City UT 3999 W Pkwy Blvd",,,Salesforce
26554,,Brent Garrels,Sector Leader,"Logan Circle Partners, L.P.",bcgarrels@lcpim.com,1-267-330-0011,Direct
9569513,,Kevin Walsh,,,kevin.walsh@lfg.com,,List import
10877157,Inactive Investor,Thomas Whitlock,Market Leader,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",thomas.e.whitlock@bofa.com,,Salesforce
11095918,Inactive Investor,Ramon Franklin,Owner;President,"Capital Focus, Inc.",,,Salesforce
1444,,Mary Childs Grigsby,Investment Operations Analyst,Trinity Wall Street Endowment,mgrigsby@trinitywallstreet.org, +1 212 602 0800,Database Upload
10859251,Inactive Investor,Amy Wallace,,"TIAA-CREF Individual & Institutional Services, LLC Salt Lake City UT 505 S Wakara Way",amy.wallace@tiaa.org,,Salesforce
151264,,Barbara Schäder,,Barbara SchÃ¤der,barbara.schaeder@stzn.de,,Organic Search
11022696,Inactive Investor,Jeffrey Sussman,Associate Vice President;Senior Financial Advisor,Morgan Stanley New York NY 101 Park Ave,jeffrey.sussman@morganstanley.com,,Salesforce
10944634,Inactive Investor,Robert Meuser,Financial Advisor,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",robert.w.meuser@ampf.com,,Salesforce
9647464,,zachary Isom,,,zacharyisom7@gmail.com,,List import
11192802,Inactive Investor,Vita Amadeo,,"Kestra Investment Services, LLC Fort Lee NJ 2200 Fletcher Ave",,,Salesforce
10818697,Inactive Investor,Hilary Carroll,Chief Compliance Officer;President,Lander & Associates Inc,,,Salesforce
9577459,,Sherryle Cantu,,,sherryle@theadvisorsgroup.net,,List import
10760247,Inactive Investor,Robert Brown,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,bob.brown@ubs.com,,Salesforce
343037,,Tabitha Waller,Office Manager,Ponder Investment Co,twaller@ponderco.com,615-690-5541,Manual List Upload
11300275,Inactive Investor,Richard Horton,Chief Financial Officer And Chief Compliance Officer,"Courage Capital Management, Llc",rhorton@couragecap.com,615-369-0110,Manual List Upload
10780189,Inactive Investor,Matthew Ramsdell,,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",,,Salesforce
9581758,,Michael Ippoliti,,,mippoliti@valleynationalgroup.com,,List import
173766,,Alex Ander,,[Unknown],ae@rb-bw.de,,
10787893,Inactive Investor,Benjamin Rosenthal,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,benjamin.j.rosenthal@jpmorgan.com,,Salesforce
228563,, -,,[[Unknown]],mcrvey9@gmail.com,,Paid Search
10769115,Inactive Investor,Gregory Phelan,,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,,,Salesforce
11059082,Inactive Investor,Donald Hartley,Financial Advisor,LPL Financial LLC Portsmouth RI 2628 E Main Rd,donald.hartley@lpl.com,,Salesforce
10912461,Inactive Investor,Benjamin Feiner,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",benjamin.feiner@equitable.com,,Salesforce
10881918,Inactive Investor,Charles Slack,Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,charles.slack@morganstanley.com,,Salesforce
10648277,,Krishna Kunapuli,,,krishna.kunapuli@3lines.vc,,List Import
11182612,Inactive Investor,Brian Orr,,"U.S. Sterling Securities, Inc.",,,Salesforce
373390,,Jimmie Jeremy,,[Unknown],jimmie2@yaboo.com,,source
10967579,Inactive Investor,Brian Moreau,,"Allstate Financial Services, LLC Medford OR 716 E Jackson St",bmoreau@allstate.com,,Salesforce
10762149,Inactive Investor,Charlene Rice,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",charlene_rice@ml.com,,Salesforce
10881908,Inactive Investor,Meghan Palmer,Client Service Associate,Morgan Stanley Tacoma WA 1301 A St,meghan.palmer@morganstanley.com,,Salesforce
10775883,Inactive Investor,Neil Newman,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,neil.newman@ubs.com,,Salesforce
10903802,Inactive Investor,Avelino Cortina,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,AC3 Capital,,,Salesforce
11055203,Inactive Investor,Erik Flores,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11118117,Inactive Investor,Clint Madden,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",clint.madden@prudential.com,,Salesforce
10963497,Inactive Investor,Nicolay Siclunov,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boston MA 255 State St,nicolay.siclunov@opco.com,,Salesforce
11211494,Inactive Investor,Gabriel Sadek,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",gabriel.sadek@nm.com,,Salesforce
11195751,Inactive Investor,Tyler Lewis,,LPL Financial LLC Tyler TX 1042 Asher Way,tyler.d.lewis@lpl.com,,Salesforce
3641474,,Rachel Lancaster,,,rlancaster@elephant.is,,Web Form Fillout
10767106,Inactive Investor,Samuel Millsapps,,LPL Financial LLC Woodstock GA 254 Creekstone Rdg,samuel.millsapps@lpl.com,,Salesforce
10487219,,Travis Taylor,"Managing Director, Senior Consultant","Merrill Lynch, Pierce, Fenner & Smith Incorporated",travis_r_taylor@ml.com,,List Import
10836579,Inactive Investor,Robert Dzik,,"Shearson Financial Services, LLC Bellaire TX 6750 W Loop S",,,Salesforce
10846194,Inactive Investor,Jean Davenport,,Fidelity Brokerage Services LLC,,,Salesforce
11152023,Inactive Investor,Angelo Coppolino,,"Avantax Investment Services, Inc. Cranford NJ 340 N Ave E",,,Salesforce
10954866,Inactive Investor,Eric Haukkala,President,"East Shore Advisors, LLC",,,Salesforce
10871298,Inactive Investor,James Davidson,,State Farm VP Management Corp. Raymore MO 1012 W Foxwood Dr,matt.davidson.rks4@statefarm.com,,Salesforce
11261256,Inactive Investor,Jared Vizcarrondo Bibiloni,Investment Advisor Associate;Wealth Management Advisor,"Lyon Bern, LLC",,,Salesforce
10958232,Inactive Investor,Tatiana Kopach,,J.P. Morgan Securities LLC Brooklyn NY 290 Avenue X,tatiana.kopach@chase.com,,Salesforce
352776,,Lindsey Freemyer,"Director, Client Relations",Keen Wealth Advisors,lfreemyer@keenwealthadvisors.com,913-624-1841,Manual List Upload
10871699,Inactive Investor,Daniel Roether,,"MML Investors Services, LLC Phoenix AZ 2415 E Camelback Rd",droether@financialguide.com,,Salesforce
9551419,,Thomas Kempner,,,tkempner@dkpartners.com,,List import
11223929,,Dmitri Efimov,,,dmitri.efimov@cbvfinance.com,(212) 777-7777,List Import
10900326,Inactive Investor,Zachary Plackemeier,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,zacharyplackemeier@statefarm.com,,Salesforce
10941398,Inactive Investor,Zhihan Yang,,Citigroup Global Markets Inc.,,,Salesforce
10952016,Inactive Investor,Angela Rosario,,Kovack Securities Inc. Orange CA 500 N State College Blvd,angela@kovacksecurities.com,,Salesforce
11053744,Inactive Investor,Bradley Parks,,"Raymond James Financial Services, Inc. Wheaton IL 1745 S Naperville Rd",bradley.parks@raymondjames.com,,Salesforce
10929623,Inactive Investor,Robert Matricardi,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",rmatricardi@financialguide.com,,Salesforce
10958513,Inactive Investor,Jarrod Jordan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anaheim CA 300 S Harbor Blvd",jarrod.jordan@ml.com,,Salesforce
9552664,,Tsun Yue,,,focusonicos@gmail.com,,List import
11236812,Inactive Investor,Christopher Scott,Wealth Advisor,Combs Capital Partners,christopher@combscp.com,,Salesforce
214635,,Vidi Obrad,,Vidi,vidi@gmx.net,(004) 925-3727,
10815994,Inactive Investor,Robert Burns,Wealth Advisor,Thrivent Investment Management Inc. Brea CA 203 N Brea Blvd,rob.burns@thrivent.com,,Salesforce
9595833,,Kevin Farrell,,,kevinfarrell@farrellfinancialinc.com,,List import
10853316,Inactive Investor,Andrea Anderson Wass,,"Northwestern Mutual Investment Services, LLC Bozeman MT 1276 N 15th Ave",andrea.wass@nm.com,,Salesforce
11138413,Inactive Investor,Nicholas Scarbriel,Preferred Relationship Manager,"Fifth Third Securities, Inc. Mason OH 225 W Main St",nicholas.scarbriel@53.com,,Salesforce
10884935,Inactive Investor,Daniel Parent,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC San Diego CA 3655 Nobel Dr",daniel.parent@tiaa.org,,Salesforce
10910024,Inactive Investor,Joshua Zorger,Chief Compliance Officer;Owner;President,Fortitude Private Wealth,,,Salesforce
10878939,Inactive Investor,Palina Craemer,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,palina.calihan@fidelity.com,,Salesforce
9615575,,Theodoros Koulos,,,theokoulos@gmail.com,,List import
11021587,Inactive Investor,Payton Gronnerud,,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,payton.gronnerud@jpmorgan.com,,Salesforce
112060,,JAY DEAN,,Deneen Engineering,jayd@deneen.biz,,
10839143,Inactive Investor,Jeremy James,,"Raymond James Financial Services, Inc. Iowa City IA 673 Westbury Dr",,,Salesforce
11148378,Inactive Investor,Robert Towns,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,robert.towns@fidelity.com,,Salesforce
11008870,Inactive Investor,Alexis Connor,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,aconnor@primerica.com,,Salesforce
9612303,,Ryan George,,,rygeorge@ymail.com,,List import
184412,,Natalie Dempster,,[Unknown],ndempster212@btinternet.com,,source
11306237,Inactive Investor,Deeptanshu Kapur,,Deeptanshu Kapur,hello@deepkkapur.com,2488218969,Salesforce
11091506,Inactive Investor,Thanh Whatley,Financial Planning Consultant,"Raymond James & Associates, Inc. Dallas TX 5956 Sherry Ln",thanh.whatley@raymondjames.com,,Salesforce
11034114,Inactive Investor,Phillip Cook,,InterOcean Capital,phillip@iofinance.com,,Salesforce
11153577,Inactive Investor,Ryan Mullins,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,ryan.mullins@jpmorgan.com,,Salesforce
10916059,Inactive Investor,Kayla Sirkow,Paraplanner,"Ameriprise Financial Services, LLC Boise ID 3295 W Elder St",kayla.sirkow@ampf.com,,Salesforce
10938568,Inactive Investor,Valerie Mudd,,Wedbush Securities Inc. Westlake Village CA 32107 Lindero Canyon Rd,valerie.mudd@wedbush.com,,Salesforce
2082647,,William Gesouras,,,wgesouras@hotmail.com,,
10819185,Inactive Investor,Daniel Berssenbruegge,Assistant Vice President;Financial Advisor,The Huntington Investment Company West Chester OH Private Residence,,,Salesforce
11202318,Inactive Investor,Keith Somers,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fairfield CT 1495 Black Rock Tpke",keith.somers@ampf.com,,Salesforce
10907037,Inactive Investor,Daniel Pontarelli,Partner;Wealth Manager,Creative Planning,daniel.pontarelli@creativeplanning.com,,Salesforce
10758782,Inactive Investor,Pran Tiku,Founder;President;Regulatory Contact,Peak Financial Management Inc,pran@peak-financial.com,,Salesforce
10920485,Inactive Investor,Kimberly Oltmann,,"Ameriprise Financial Services, LLC Hiawatha IA 99 N Center Point Rd",kim.oltmann@ampf.com,,Salesforce
11044912,Inactive Investor,Elizabeth Carter,Senior Client Service Associate,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,elizabeth.carter@morganstanley.com,,Salesforce
10835713,Inactive Investor,Richard Kroll,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",kroll.richard@principal.com,,Salesforce
10915756,Inactive Investor,Richard Davis,,"Osaic Wealth, Inc. Salisbury NC Private Residence",,,Salesforce
10619096,,Carter Bass,,,carter.bass@morganstanley.com,,List Import
9594211,,paul caleb,,,mikcal972@gmail.com,,List import
9644651,,Joe Weisenthal,,,jweisenthal@bloomberg.net,,List import
9541539,,Adanya Cleveland,,,adanya05cleveland@gmail.com,,List import
11077415,Inactive Investor,Steve Caldarola,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",steve.caldarola@ml.com,,Salesforce
10920671,Inactive Investor,Michael Stevens,,"Avantax Investment Services, Inc. Marshall TX 401 W Grand Ave",stevensm@myavantax.com,,Salesforce
10913537,Inactive Investor,Jolene Henn,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",,,Salesforce
11089239,Inactive Investor,Bradford Mathis,Financial Advisor,Edward Jones Newberry SC 1018 Main St,brad.mathis@edwardjones.com,,Salesforce
9553958,,Christopher Salvi,,,csalvi@salvimedia.com,,List import
11190943,Inactive Investor,Paul Nikolai,Director - Wealth Management;Partner,"Aspiriant, LLC Cincinnati OH 201 E 5th St",pnikolai@aspiriant.com,,Salesforce
11160000,Inactive Investor,Connor Koppa,Financial Advisor,Focus Financial Minneapolis MN 43 Main St SE,ckoppa@focusfinancial.com,,Salesforce
11233736,Inactive Investor,Darrel Miles,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
240558,,Joe Galeano,Investment Advisor,TD Wealth,joe.galeano@td.com,,Event
9588122,,Tony Cosey,,,tcosey@coseyfinancial.com,,List import
9545045,,Marguerite Hoffman,,,marguerite.hoffman9963@gmail.com,,List import
11235400,Inactive Investor,Paul Rowe,Financial Advisor,IP Financial Advisory Services LLC Woodland Park CO Private Residence,prowe@innovationpartnersllc.com,,Salesforce
9612165,,Kibashini Rani,,,kibashini.rani@abbotdowning.com,,List import
10771545,Inactive Investor,Douglas Mollin,Chief Compliance Officer;Partner;President,"Enright, Mollin, Cascio & Ramusevic, Inc.",,,Salesforce
11132038,Inactive Investor,Erika Hughes,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",,,Salesforce
10938295,Inactive Investor,Janae Rowe,,"Cambridge Investment Research, Inc. Phoenix AZ 2700 N Central Ave",,,Salesforce
9631098,,Peter Sitár,,,sitar.peto@gmail.com,,List import
11040834,Inactive Investor,John Kever,Managing Director - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.kever@ubs.com,,Salesforce
10783859,Inactive Investor,Steven Brooks,,PFS Investments Inc. Mount Pleasant SC 1156 Bowman Rd,steven.brooks@primerica.com,,Salesforce
10823861,Inactive Investor,George McCutchen,,"Buckman, Buckman & Reid, Inc.",gmccutchen@buckmanbuckman.com,,Salesforce
10962833,Inactive Investor,Mordechai Moseson,Client Service Manager,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",mordechai.moseson@ampf.com,,Salesforce
10939994,Inactive Investor,Saige Fairbourn,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11084712,Inactive Investor,Brandon Valdes,Financial Advisor,"Pruco Securities, LLC. Orlando FL 4700 Millenia Blvd",brandon.valdes@prudential.com,,Salesforce
11200768,Inactive Investor,Eric Vargas,,PFS Investments Inc. Greenwood IN 435 E Main St,,,Salesforce
10846740,Inactive Investor,Daniel Weber,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",daniel.weber@raymondjames.com,,Salesforce
10912303,Inactive Investor,Miranda Shelp,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",miranda.shelp@firstcitizens.com,,Salesforce
10901794,Inactive Investor,George Alexopoulos,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",george.alexopoulos@prudential.com,,Salesforce
10822390,Inactive Investor,Angela Smith-Waggoner,Senior Client Associate,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
11138820,Inactive Investor,Dominique Dupont,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",dominique.dupont@ml.com,,Salesforce
11176714,Inactive Investor,Scot Davis,,Park Avenue Securities LLC Austin TX 901 S Mo Pac Expy,scot_davis@glic.com,,Salesforce
10940822,Inactive Investor,Michael Tenore,Financial Advisor,Edward Jones Townsend MA 18 Main St,michael.tenore2@edwardjones.com,,Salesforce
25054,,Kevin Oram,Managing Member,Praesidium Investment Management,oram@praesidiumim.com,1-212-821-1489,Manual List Upload
11116539,Inactive Investor,Allure O'Neill,,J.P. Morgan Securities LLC Katy TX 2900 W Grand Pkwy N,allure.o-neill@jpmorgan.com,,Salesforce
11122295,Inactive Investor,Debra Weiner,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",debra.weiner@stifel.com,,Salesforce
10847187,Inactive Investor,Louis Holtz,Analyst;Chief Investment Officer;Managing Member;Portfolio Manager,Rice Hall James & Associates LLC Pasadena CA 300 N Lake Ave,,,Salesforce
10790806,Inactive Investor,Douglas Bernath,Financial Advisor,LPL Financial LLC Archbold OH 1207 S Defiance St,douglas.bernath@lpl.com,,Salesforce
10508618,,markus koivula,,,markus.koivula@protonmail.com,,Web Form Fillout
11122388,Inactive Investor,Vanessa Hubbard-Vargas,,J.P. Morgan Securities LLC San Jose CA 1402 Lincoln Ave,vanessa.a.vargas@chase.com,,Salesforce
10946658,Inactive Investor,Scott Ditzell,Financial Advisor,"MML Investors Services, LLC Phelps NY Private Residence",sditzell@financialguide.com,,Salesforce
10757078,Inactive Investor,James Moore,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",james.r.moore@wellsfargoadvisors.com,,Salesforce
10825625,Inactive Investor,Patrick McCarthy,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",pat.mccarthy@rbc.com,,Salesforce
11130557,Inactive Investor,Selamawit Embaie,,PFS Investments Inc. Pompano Beach FL 1000 W McNab Rd,selamawit.embaie@primerica.com,,Salesforce
10883521,Inactive Investor,Annie Colombie,Financial Advisor,Edward Jones Keene NH 650 Park Ave,annie.colombie@edwardjones.com,,Salesforce
374460,,Rebecca Wood,"Managing Principal, Chief Management Officer","Feg Investors, Llc",rwood@feg.com,513-977-4400,Manual List Upload
10878830,Inactive Investor,Robert Marchese,Family Office Services;Partner;Senior Relationship Manager;Senior Vice President,"Curi RMB Capital, LLC",,,Salesforce
10485449,,Sean Wang,,,keyhaede@gmail.com,,Web Form Fillout
10854589,Inactive Investor,Ruth Mullen,Investment Manager,Parsons Capital Management Inc Hobe Sound FL 11450 SE Dixie Hwy,ruth@parcap.com,,Salesforce
230935,, -,,[[Unknown]],purple1011@gmail.com,,Organic Search
9571164,,Kendall Kunz,,,kendall@formsonfire.com,,List import
9607220,,Jeffrey Blosser,,,jeffblosser@outlook.com,,List import
10904374,Inactive Investor,Brian Edelen,Financial Advisor,Edward Jones Louisville KY 11724 Main St,brian.edelen@edwardjones.com,,Salesforce
10776286,Inactive Investor,Carol Hunt,Client Service Associate,Morgan Stanley Boston MA 28 State St,carol.hunt@morganstanley.com,,Salesforce
9619434,,Charles Sweat,,,csweat@bamfunds.com,,List import
9566173,,Brendon Vade,,,bvade@stewartpartners.com.au,,List import
10931911,Inactive Investor,Claire Jarrett,Financial Advisor,"Dempsey Lord Smith, LLC Calhoun GA 320 S Piedmont St",claire.jarrett@dempseyi.com,,Salesforce
101338,,Joseph D'Alessio,Consultant,VCT Tech,joedsharp2009@gmail.com,,
10988324,Inactive Investor,Catherine Curran,,Vanguard Marketing Corporation,,,Salesforce
111110,,Mike Blankers,,Orchard Financial,mike@orchardfinancialteam.com,,
10990062,Inactive Investor,Bethani Hrapczak,Financial Advisor,Robert W. Baird & Co. Incorporated,,,Salesforce
11079299,Inactive Investor,Kurt Mass,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",kurt.mass@ml.com,,Salesforce
10946853,Inactive Investor,Suzanne Highet,Financial Advisor,Core Planning,,,Salesforce
10990570,Inactive Investor,William Sauers,,Cetera Advisor Networks LLC Boca Raton FL 7284 W Palmetto Park Rd,,,Salesforce
10951880,Inactive Investor,Michael Incorvaia,,"TIAA-CREF Individual & Institutional Services, LLC Garnet Valley PA Private Residence",michael.incorvaia@tiaa.org,,Salesforce
9552288,,Richard Rogers,,,rrogers@frontierwealth.com,,List import
10848665,Inactive Investor,Brenda Moyer,,"Chapin, Davis Bala Cynwyd PA 2 Bala Plz",bmoyer@chapindavis.com,,Salesforce
11015737,Inactive Investor,Dean Pickett,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,dean.pickett@opco.com,,Salesforce
11209792,Inactive Investor,Patrick Jensen,Financial Advisor,Edward Jones Minneapolis MN 4808 Nicollet Ave,patrick.jensen@edwardjones.com,,Salesforce
11099646,Inactive Investor,Thomas Enriquez,Private Wealth Manager,McAdam LLC,thomas.enriquez@mcadamfa.com,,Salesforce
11171016,Inactive Investor,Richard Verthein,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,rverthein@rwbaird.com,,Salesforce
2052435,,Sebastian Piotrowski,,,spiotrowski163@gmail.com,,
11131482,Inactive Investor,Sergio Cabral,,PFS Investments Inc. Simi Valley CA 2259 Ward Ave,sergiocabral@primerica.com,,Salesforce
10749701,,Harvey Miller,,,harvey.websolution@gmail.com,,Web Form Fillout
10657833,,Daniel Connolly,,,daniel.connolly@countryfinancial.com,,List Import
9643471,,minou karbakhsch,,,drminou@gmail.com,,List import
192222,,Napoleon Ta,,[Unknown],cn2tcapital@gmail.com,,product
10883820,Inactive Investor,Jason Dillenbeck,,LPL Financial LLC South Bend IN 2025 Edison Rd,jason.dillenbeck@lpl.com,,Salesforce
9576683,,Michael Frei,,,michaelfrei81@gmail.com,,List import
3879169,,Vuyani Ngxangxa,,,vuyani.ngxangxa@gmail.com,,Web Form Fillout
11111599,Inactive Investor,James Coco,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9617168,,Charlie Brody,,,charlie@altarockpartners.com,,List import
10858036,Inactive Investor,Darryl Bernhardt,,LPL Financial LLC De Pere WI Private Residence,darryl.bernhardt@lpl.com,,Salesforce
11173239,Inactive Investor,Matthew Melton,Financial Advisor,Edward Jones Herndon VA 12950 Worldgate Dr,matt.melton@edwardjones.com,,Salesforce
9592277,,Anthony Novello,,,anthony.novello@hotmail.com,,List import
11061779,Inactive Investor,Gregory Badger,,LPL Financial LLC Bradenton FL 5225 University Pkwy,gregory.badger@lpl.com,,Salesforce
7136489,,Cindy Krum,,,queenir1974@gmail.com,,Web Form Fillout
139881,,Ryan Deakins,,Personal Capital Advisors Corporation,ryan.deakins@personalcapital.com,800-669-3900,
10936306,Inactive Investor,Michael Dixon,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,michael.dixon@primerica.com,,Salesforce
11235566,Inactive Investor,Matthew Sczurek,Financial Advisor,Armstrong Advisory Group LLC Wallingford CT 1062 Barnes Rd,matthewsczurek@armstrongadvisory.com,,Salesforce
11190684,Inactive Investor,Daniel Seghi,Financial Advisor,Edward Jones Pompano Beach FL 4799 Coconut Creek Pkwy,daniel.seghi@edwardjones.com,,Salesforce
11237087,Inactive Investor,Amy Qiu,Trust Advisor,Choate Investment Advisors,aqiu@choate.com,,Salesforce
10806694,Inactive Investor,Christopher Greco,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
10820553,Inactive Investor,David Bolton,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Kerrville TX 819 Water St",scott.bolton@rbc.com,,Salesforce
9613764,,Derek Urben,,,derek@coinigy.com,,List import
10796579,Inactive Investor,Matthew MacNeal,Financial Planner;Managing Member;Partner,"Veery Capital, LLC",mmacneal@veerycapital.com,,Salesforce
10759484,Inactive Investor,Brian Massingale,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",brian_massingale@ml.com,,Salesforce
11047201,Inactive Investor,Michael Buntin,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,michael.buntin@morganstanley.com,,Salesforce
10773172,Inactive Investor,Diane Davis,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",diane_davis@ml.com,,Salesforce
11208639,Inactive Investor,Francis Abbey,Regional Director,PlanMember Securities Corporation Covington LA Private Residence,,,Salesforce
184599,,Zachary Avery,,Plante Moran Financial Advisors,zachary.avery@suntrust.com,404-813-5913,
11116675,Inactive Investor,Todd Miller,,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",tmiller@stifel.com,,Salesforce
11060802,Inactive Investor,Daniel Kistler,Financial Advisor,"Dempsey Lord Smith, LLC Alphretta GA Private Residence",daniel.kistler@dempseyi.com,,Salesforce
10993635,Inactive Investor,Jason Abouchacra,,Digital Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11199355,Inactive Investor,Amy Marshall,Compliance Officer;Operations Manager,S&F Investment Advisors,,,Salesforce
10867410,Inactive Investor,Sean Johnston,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sean.johnston@jpmorgan.com,,Salesforce
11077925,Inactive Investor,Jill Haas,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",jill_haas@ml.com,,Salesforce
11144164,Inactive Investor,Victoria Nappo,,"Cadaret, Grant & Co., Inc. Buffalo NY 8660 Sheridan Dr",,,Salesforce
10930835,Inactive Investor,Robert Salzman,Owner;President,"RB Salzman Wealth Management, LLC",rrs@rbsalzman.com,,Salesforce
11112173,Inactive Investor,Mathew Singleton,Financial Advisor,Edward Jones Sunnyvale TX 129 N Collins Rd,mathew.singleton@edwardjones.com,,Salesforce
10646584,,Todd Ganton,,,todd.ganton@equitable.com,,List Import
9597234,,Summer Schaefer,,,summerschaefer@yahoo.com,,List import
10854786,Inactive Investor,Steve Sakamoto,,J.P. Morgan Securities LLC San Francisco CA 98 W Portal Ave,steve.sakamoto@jpmorgan.com,,Salesforce
11154574,Inactive Investor,Amy Kane,,State Farm VP Management Corp. Geneva NY 590 Pre-Emption Rd,amy.kane.i560@statefarm.com,,Salesforce
370651,,Girish Patel,,[Unknown],patelgk22@gmail.com,,Google Ad
9553986,,Melinda Cronin,,,cronin.kaye@principal.com,,List import
10929738,Inactive Investor,Heather Eberhardt,Owner,"Ravensview Capital Management, LLC",,,Salesforce
11055096,Inactive Investor,Alyssa Mathews,Private Client Associate,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,amathews@janney.com,,Salesforce
195045,,David Theobald,,"Johnson Investment Counsel, Inc.",dtheobald@johnsoninv.com,,
10945349,Inactive Investor,Adam McNeill,Chief Compliance Officer;President;Principal,True Living Financial,adam@truelivingfinancial.com,,Salesforce
11127077,Inactive Investor,Jeffrey Nelson,,Cetera Advisor Networks LLC Carroll IA 609 N Clark St,,,Salesforce
10812196,Inactive Investor,Dominica Ribeiro,Chief Marketing Officer;Director,Breckinridge Capital Advisors Inc,dribeiro@breckinridge.com,,Salesforce
10989366,Inactive Investor,Abena Isijola,,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,,,Salesforce
10974244,Inactive Investor,Travis Cimino,Chief Compliance Officer,Compass Private Wealth Group LLC,travis.cimino@compasspw.com,,Salesforce
9548031,,Han-Seok Koh,,,laurant_rolenzo@hotmail.com,,List import
10926627,Inactive Investor,Rahul Kashyap,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11166288,Inactive Investor,Kevin Massey,Financial Advisor,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,kmassey@janney.com,,Salesforce
9597473,,Jamie Slaughter,,,jslaughter@bamstl.com,,List import
11023474,Inactive Investor,Sanjiv Shukla,,"Raymond James Financial Services, Inc.",sanjiv.shukla@raymondjames.com,,Salesforce
11022927,Inactive Investor,Bradley Hawks,,"Horace Mann Investors, Inc. Wytheville VA 570 W Main St",b.hawks@horacemann.com,,Salesforce
129325,,Matthew Eckman,,"Hightower Advisors, Llc",meckman@hightoweradvisors.com,,
10831236,Inactive Investor,Stefen Benincasa,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,stefen.benincasa@ubs.com,,Salesforce
10771084,Inactive Investor,Douglas Mattle,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",mattled@stifel.com,,Salesforce
10955519,Inactive Investor,Marc Infante,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",marc.infante@ampf.com,,Salesforce
10403938,,Tom Coleman,,,tcolema@gmail.com,,Web Form Fillout
341768,,Peter Quinlan,"Treasurer, Senior Vice President",Signature Securities Group Corp.,pquinlan@signatureny.com,646-822-1475,Manual List Upload
9637306,,Sherif Zakhary,,,sherif.zakhary@gmail.com,,List import
11081342,Inactive Investor,Jason Moody,,"Cadaret, Grant & Co., Inc. Liverpool NY 7337 Oswego Rd",,,Salesforce
10974062,Inactive Investor,Kenneth Wilson,,"Northwestern Mutual Investment Services, LLC Jamison PA 2500 York Rd",kenneth.k.wilson@nm.com,,Salesforce
11096002,Inactive Investor,William Stude,Executive Vice President;Managing Director;Regulatory Contact,Zemenick & Walker Inc Saint Louis MO 100 S Brentwood Blvd,bstude@zandw.com,,Salesforce
10891593,Inactive Investor,Craig Adams,,"Grove Point Investments, LLC Princeton NJ 100 Overlook Ctr",cadams@hbeckinc.com,,Salesforce
10818377,Inactive Investor,James Toner,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,jtoner@janney.com,,Salesforce
10614435,,Michael Mital,Financial Advisor,,michaelmital@mitalfs.com,,List Import
9566277,,Todd Gillingham,,,todd.gillingham@thrivent.com,,List import
11044489,Inactive Investor,Evan Shea,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11229371,Inactive Investor,Mason Kurtz,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10800693,Inactive Investor,Don Olmstead,Managing Director;Managing Member;Regulatory Contact,Novare Capital Management,dolmstead@novarecapital.com,,Salesforce
10978841,Inactive Investor,Jesse Danielson,,Vanguard Marketing Corporation,jesse_danielson@vanguard.com,,Salesforce
11056440,Inactive Investor,Courtney Hershberger,Wealth Management Associate,Morgan Stanley Palm Desert CA 74199 El Paseo,courtney.hershberger@morganstanley.com,,Salesforce
10988159,Inactive Investor,Amna Ali-Khan,,Salient Capital L.P. Dallas TX 200 Crescent Ct,,,Salesforce
11044811,Inactive Investor,Joseph Pisano,,"Osaic Wealth, Inc. Youngstown OH 47 Westchester Dr",jpisano@osaicwealth.com,,Salesforce
10769486,Inactive Investor,Brian Mackin,Chief Operating Officer;Director;President;Regulatory Contact;Relationship Manager,"West Financial Services, Inc.",,,Salesforce
11021950,Inactive Investor,Ahlden Harms,Financial Advisor,"Midwestern Securities Trading Company, LLC Paxton IL 106 N Market St",,,Salesforce
10790618,Inactive Investor,John Chalk,Chief Compliance Officer;Founder;Member;Owner,"Trinity Portfolio Advisors, LLC",jachalk@trinityportfolio.com,,Salesforce
11011245,Inactive Investor,Gary Hessert,Financial Professional,LPL Financial LLC Lake Mary FL 1000 Primera Blvd,gary.hessert@lpl.com,,Salesforce
2880619,,Alexander Jordan,,,georgetownwm@gmail.com,,
10988635,Inactive Investor,Deana Demarko,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11160451,Inactive Investor,Mauricio Assael,,Investment Placement Group Miami FL 1111 Brickell Ave,,,Salesforce
10788076,Inactive Investor,Brett Von Hoffmann,Private Client Investment Associate,J.P. Morgan Securities LLC Edmonds WA 8105 Lake Ballinger Way,brett.j.vonhoffmann@jpmorgan.com,,Salesforce
10989776,Inactive Investor,Paul O'Callaghan,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,,,Salesforce
10792978,Inactive Investor,Brett Berry,Wealth Manager,J.P. Morgan Securities LLC Menlo Park CA 2500 Sand Hill Rd,,,Salesforce
10920573,Inactive Investor,Thomas Demory,,State Farm VP Management Corp. Omaha NE 9925 Maple St,tom.demory.nyvv@statefarm.com,,Salesforce
11151751,Inactive Investor,Minh Pham,,LPL Financial LLC San Diego CA 4707 Executive Dr,minh.pham@lpl.com,,Salesforce
11153118,Inactive Investor,Olivia Eckstein,Wealth Management Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,olivia.eckstein@ubs.com,,Salesforce
189776,,Geoffrey Nuanes,,[Unknown],gnuanes@gmail.com,,
11128384,Inactive Investor,Matthew Lentz,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",matthew.lentz@ml.com,,Salesforce
10912472,Inactive Investor,Nicholas Engel,,LPL Financial LLC Omaha NE 13220 California St,nicholas.engel@lpl.com,,Salesforce
10796246,Inactive Investor,James Dahl,First Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,james.dahl@ubs.com,,Salesforce
11199377,Inactive Investor,Mindy Cleaveland,Principal;Wealth Manager,"Modera Wealth Management, LLC",mindyn@moderawealth.com,,Salesforce
11068202,Inactive Investor,Carolyn Smith-Logiudice,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",carolyn.l.smith@ampf.com,,Salesforce
346309,,Sean O'Reilly,"Portfolio Manager, COO","Smart Money Group, Llc",soreilly@ffgusa.net,254-629-3866,Manual List Upload
11043353,Inactive Investor,Ricardo Rincon,Financial Professional,"Equitable Advisors, LLC Windham NH Private Residence",ricardo.rincon@equitable.com,,Salesforce
10785261,Inactive Investor,Elizabeth Nettle,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,daffan.nettle@ubs.com,,Salesforce
11132299,Inactive Investor,William Shaw,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10878716,Inactive Investor,Claudia Backman,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",claudia.backman@wellsfargoadvisors.com,,Salesforce
370448,,ieno eiji,,[Unknown],eiji.ieno@gmail.com,,Google Natural Search
10659011,,Adam Ritter,,,adam.ritter@fmr.com,,List Import
1821468,,Julia Varshavsky,,,varshavsky.julia@gmail.com,,
10821716,Inactive Investor,Katherine Cleary,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",katherine.j.oliver@ml.com,,Salesforce
9583350,,Andre Kovensky,,,andre@octaviainvestments.com,,List import
10989458,Inactive Investor,Bradley James,,Country Capital Management Company Livingston IL 600 Livingston Ave,brad.james@countryfinancial.com,,Salesforce
11193560,Inactive Investor,Dina Fernandes,,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,dina.fernandes@morganstanley.com,,Salesforce
10924780,Inactive Investor,Peter Sesso,,"OneAmerica Securities, Inc.",,,Salesforce
10907436,Inactive Investor,Richard Gee,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,richard_gee@vanguard.com,,Salesforce
10789832,Inactive Investor,Peggy Waites,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9598375,,Anish Kulkarni,,,anishkulk@gmail.com,,List import
10872469,Inactive Investor,Jennifer Geisler,Client Service Associate,Morgan Stanley Tacoma WA 1301 A St,,,Salesforce
346958,,Drew Davis,Senior Associate,"Monomoy Capital Management, L.p.",ddavis@mcpfunds.com,212-225-9370,Manual List Upload
10956990,Inactive Investor,Andrew Matus,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
11124061,Inactive Investor,Bryan Perlmutter,,D.A. Davidson & Co. New York NY 757 3rd Ave,,,Salesforce
343030,,Tristan Velez,"Vice President, Finance","New Heritage Capital, Llc",tvelez@newheritagecapital.com,617-439-0688,Manual List Upload
9621778,,Abhishek Kumar,,,abhishekbgp1985@gmail.com,,List import
10799704,Inactive Investor,Bryan Gerber,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Gilbert AZ 2915 E Baseline Rd",bryan.gerber@wfafinet.com,,Salesforce
374324,,Marc Fragola,,"Kestra Advisory Services, LLC",marc.fragola@nfp.com,802-657-4728,Salesforce
11109798,Inactive Investor,Alesia Tuner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",,,Salesforce
10769197,Inactive Investor,Michael Gibbons,Officer,"TSFG, LLC Gurnee IL 312 Tri State Pkwy",,,Salesforce
10962914,Inactive Investor,Beth Stropes,,PFS Investments Inc. Pleasant Hill MO 109 Wyoming St,bstropes@primerica.com,,Salesforce
10973690,Inactive Investor,Isabel O'Donnell,Client Service Associate;Senior Client Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,isabel.mitria@ubs.com,,Salesforce
11096258,Inactive Investor,Preston Carney,Financial Consultant,"Equitable Advisors, LLC Erie PA 100 State St",preston.carney@equitable.com,,Salesforce
11143949,Inactive Investor,Yvonne Wyer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",yvonne.a.wyer@ml.com,,Salesforce
11167146,Inactive Investor,Hallie Spies,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",hallie.spies@tiaa.org,,Salesforce
10753070,Inactive Investor,James Frisone,Regional Vice President,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",james.a.frisone@ampf.com,,Salesforce
10790839,Inactive Investor,Stephanie Kormanis,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",stephanie_kormanis@ml.com,,Salesforce
10654547,,Ed Manley,,,edmanley@att.net,,Web Form Fillout
10950693,Inactive Investor,Thomas Harkins,Financial Advisor,LPL Financial LLC Londonderry NH 50 Nashua Rd,,,Salesforce
10962588,Inactive Investor,Timothy Aubin,,"Second Line Capital, LLC",,,Salesforce
11205644,Inactive Investor,Travis Godley,Financial Advisor,"Prospera Financial Services, Inc. Lafayette LA 312 Doucet Rd",travis.godley@prosperafinancial.com,,Salesforce
11173767,Inactive Investor,Erin McPhee,,Edward Jones Napa CA 1721 1st St,,,Salesforce
10759434,Inactive Investor,Dok Chua,Financial Advisor;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,dok.chua@ubs.com,,Salesforce
10792579,Inactive Investor,Stephen Taylor,Vice President,"New England Schooner, Inc.",staylor@neschooner.com,,Salesforce
9554247,,Thomas Fluent,,,thomas.fluent@suntrust.com,,List import
10881906,Inactive Investor,Sean Jensen,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
124159,,Alan Davis,,Mercer Global Advisors Inc.,indavis157@gmail.com,(714) 258-4000,
9562419,,Daniel Penley,,,danpenley@gmail.com,,List import
9626576,,Ian Domingue,,,endomang@gmail.com,,List import
11130286,Inactive Investor,John Pisapia,,Chelsea Financial Services,jpisapia@chfs.com,,Salesforce
10770015,Inactive Investor,John Cicala,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",john.cicala@equitable.com,,Salesforce
10841849,Inactive Investor,Victoria Castaneda,,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",victoria.castaneda@ampf.com,,Salesforce
11062504,Inactive Investor,Edward Fonseca,,PFS Investments Inc. Cranston RI 2220 Plainfield Pike,efonseca.g8265@primerica.com,,Salesforce
10820050,Inactive Investor,Brian Bertsch,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Erie CO 3120 Village Vista Dr",brian.bertsch@wfafinet.com,,Salesforce
10619682,,Mark Karstrom,,,mkarstrom@fourstarwealth.com,,List Import
11045190,Inactive Investor,Andrew Fotu,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",andrew.fotu@ml.com,,Salesforce
10781433,Inactive Investor,Morris Hancock,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",bill_hancock@ml.com,,Salesforce
11119342,Inactive Investor,Andrew Hardin,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
10825805,Inactive Investor,Ted Coons,Financial Consultant,LPL Financial LLC Warrenville IL Private Residence,ted.coons@lpl.com,,Salesforce
9638810,,Grant Hughs,,,ghughs@acera.org,,List import
9582054,,William Hickey,,,whickey@anchorcapital.com,,List import
342808,,Lynn Zagoren,,[[Unknown]],drlynntress@gmail.com,,Event
10998016,Inactive Investor,Catherine Underwood,,"Allstate Financial Services, LLC Jacksonville Beach FL 1514 Roberts Dr",cunderwood@allstate.com,,Salesforce
10754987,Inactive Investor,Stephen McAdams,Financial Advisor,Edward Jones Fort Smith AR 8901 Jenny Lind Rd,stephen.mcadams@edwardjones.com,,Salesforce
11210186,Inactive Investor,Andrew Schultz,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",andrew.schultz@nm.com,,Salesforce
11146937,Inactive Investor,Glen Johnson,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10879273,Inactive Investor,Benjamin Nutter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10889097,Inactive Investor,Richard Harrison,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,richard.harrison@fmr.com,,Salesforce
11108324,Inactive Investor,Andrew Morgan,Private Client Associate,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,amorgan@janney.com,,Salesforce
10960578,Inactive Investor,Brian Holland,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
8841,,John Walsh,,[[Unknown]],jackwalsh528@gmail.com,,Database Upload
11206553,Inactive Investor,Christopher Gray,,PFS Investments Inc. Parkville MD 8035 Harford Rd,christopher.gray@primerica.com,,Salesforce
10895969,Inactive Investor,Sophia Cue,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,sophia.cue@jpmorgan.com,,Salesforce
11132991,Inactive Investor,Will Reese,,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,,,Salesforce
203088,,RobinGrayscale PhilipGrayscale,,Private,robinyphilip@gmail.com,,Organic Search
10913799,Inactive Investor,Samantha Goryoka,,J.P. Morgan Securities LLC San Diego CA 4078 Adams Ave,samantha.a.goryoka@jpmorgan.com,,Salesforce
10891890,Inactive Investor,Kaitlyn Sawyer,Associate Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",ksawyer@ml.com,,Salesforce
11066875,Inactive Investor,Kevon Musgrove,,"Raymond James Financial Services, Inc. Clearwater FL 28050 US Hwy 19 N",kevon.musgrove@raymondjames.com,,Salesforce
10611508,,Donald Hutchinson,Financial Advisor,,donald.hutchinson@lpl.com,,List Import
371360,,Marvin Steffen,,Private investor,marvstef59@gmail.com,12393530508,Website
9624205,,Leon Roemer,,,roemerbusiness@icloud.com,,List import
11075473,Inactive Investor,Michael Booker,President;Principal;Shareholder,Financial Synergies,mbooker@finsyn.com,,Salesforce
10617431,,Cesar Tovias,,,cesar.tovias@jpmorgan.com,,List Import
10816782,Inactive Investor,Sergio Arroyo De La Torre,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,sergio.arroyo-de-la-torre@ubs.com,,Salesforce
9585337,,Howard Thompson,,,hthompson@crescentsterling.com,,List import
10796456,Inactive Investor,Charles Bracht,,"Kestra Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",chuck.bracht@nfp.com,,Salesforce
11085695,Inactive Investor,Grace Hom,Senior Client Service Associate,"Raymond James & Associates, Inc. Eatontown NJ 766 Shrewsbury Ave",grace.hom@raymondjames.com,,Salesforce
10773953,Inactive Investor,Erik Speed,,"M Holdings Securities, Inc. Oxnard CA 1421 Emerson Ave",erik.speed@mfin.com,,Salesforce
9584130,,Patrick Larson,,,plarson@acgbiz.com,,List import
11233417,Inactive Investor,Marilyn Mcfarlane,,"Osaic FA, Inc. Hartford CT 350 Church St",marilyn.mcfarlane@lfg.com,,Salesforce
9586174,,Christopher Winton,,,winton.chris@principal.com,,List import
11156008,Inactive Investor,Eric Garland,Financial Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 1710 Jet Stream Dr",eric.garland@ampf.com,,Salesforce
11034450,Inactive Investor,Brian Clark,,"Principal Securities, Inc. Saint Petersburg FL 1700 66th St N",clark.brian@principal.com,,Salesforce
10955167,Inactive Investor,Elise Nothold,,"Raymond James Financial Services, Inc. Quincy IL 200 N 33rd St",elise.tyrpin@raymondjames.com,,Salesforce
10907501,Inactive Investor,Kaitlyn Weatherly,Investment Advisor Representative;Managing Member,Atlantic Edge Private Wealth Management,,,Salesforce
10968807,Inactive Investor,David Rolfson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10865611,Inactive Investor,Christopher Verdon,,HSBC Securities (USA) Inc.,christopher.verdon@us.hsbc.com,,Salesforce
9594983,,Christopher Geczy,,,cgeczy@gkfo.net,,List import
10833562,Inactive Investor,Mark Muntean,Financial Advisor;President,"Windy Hill Ventures, Inc.",,,Salesforce
11119455,Inactive Investor,Yurong Xu,,State Farm VP Management Corp. Las Vegas NV 6450 Spring Mountain Rd,yurongxu@statefarm.com,,Salesforce
233499,, -,,[[Unknown]],jdimarco063@gmail.com,,
10810117,Inactive Investor,Timothy Stiles,,PFS Investments Inc. Lenexa KS 8700 Monrovia St,timothy.stiles@primerica.com,,Salesforce
11237833,Active Investor,Jacob Pickle,,Jacob Pickle,jacob.pickle@gmail.com,8172715981,Salesforce
10985046,Inactive Investor,Michael Purintun,,PFS Investments Inc. Louisville KY 13279 O'Bannon Station Way,mpurintun@primerica.com,,Salesforce
10886254,Inactive Investor,Colin Brennan,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,colin.brennan@fidelity.com,,Salesforce
10826489,Inactive Investor,Dawn Edwards,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",dawn.edwards@nm.com,,Salesforce
372951,,Volker Engelbert,,[Unknown],vengelbert@gmail.com,,source
11037291,Inactive Investor,Jody Lentz,,Park Avenue Securities LLC Portland OR 200 SW Market St,,,Salesforce
11080817,Inactive Investor,Megan Bennett,Financial Advisor,Edward Jones Riverton UT 12523 S Creek Meadow Rd,megan.bennett@edwardjones.com,,Salesforce
10873772,Inactive Investor,Vanessa Moore,Financial Advisor,Zephyr Wealth Management,vdevere@zephyrim.com,,Salesforce
11173875,Inactive Investor,Adrienne Olson,Investment Advisor;Wealth Management Associate,Cozad Asset Management Inc,adrienne@cozadassetmgmt.com,,Salesforce
10854001,Inactive Investor,Donald Goldwater,Investment Advisor,Carl F. Petersen. Inc Laveen AZ Private Residence,,,Salesforce
10939574,Inactive Investor,William Jaques,Financial Advisor,LPL Financial LLC Salt Lake City UT 181 E 5600 S,william.jaques@lpl.com,,Salesforce
77163,,Brian Nodolf,Insurance Options Representative,Thrivent Investment Management Inc.,brian.nodolf@thrivent.com,920-628-4581,
11080369,Inactive Investor,Harry Bucalo,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,harry.bucalo@ubs.com,,Salesforce
11022300,Inactive Investor,Karen Gardner,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",karen.gardner@gwrs.com,,Salesforce
10814661,Inactive Investor,Jamie Nero,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Lake Forest IL 100 Saunders Rd",jamie.nero@wellsfargoadvisors.com,,Salesforce
10845485,Inactive Investor,Jesse Cooper,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jesse.o.cooper@jpmorgan.com,,Salesforce
10966989,Inactive Investor,Courtney Ellis,,"Principal Securities, Inc. Woodbury MN Private Residence",ellis.courtney@principal.com,,Salesforce
10917763,Inactive Investor,Douglas Foreman,,"Principal Securities, Inc. Winter Park FL 2211 Lee Rd",,,Salesforce
11101331,Inactive Investor,Gregory Lopez,Client Service Administrator,"Marcum Wealth, LLC",greg.lopez@marcumwealth.com,,Salesforce
10976765,Inactive Investor,Ashley Rozsa,Investment Advisor Representative,Chapman & Chapman Advisors LLC,ashley@chapmanadvisors.com,,Salesforce
9634416,,Steve Telesca,,,stelesca@sagerutty.com,,List import
192604,,Lesley Oakley,,[Unknown],janine.lesley@gmail.com,,source
10829032,Inactive Investor,Kerry Kelly,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Pittsburgh PA 1001 Liberty Ave",,,Salesforce
11158651,Inactive Investor,James Howard,Chairman;Founder;Limited Partner,"Howard Financial Services, Ltd.",,,Salesforce
10941978,Inactive Investor,Kirk Baser,,Cetera Advisor Networks LLC Altoona PA 1425 11th Ave,,,Salesforce
218927,,Jacob Oser,,[Unknown],oser.jacob@gmail.com,,
10878187,Inactive Investor,Chad Nelson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,chad.nelson@fidelity.com,,Salesforce
9599234,,jan rak,,,tadzio89@gmail.com,,List import
10783865,Inactive Investor,Ronald Lungwitz,,"Cambridge Investment Research, Inc. Cape Girardeau MO 1221 Kings Way Dr",,,Salesforce
11075418,Inactive Investor,Geoffrey Solomon,Vice President,"Horan Securities, Inc. Fort Mitchell KY 207 Grandview Dr",geoffreys@horanassoc.com,,Salesforce
10864913,Inactive Investor,Virginia Houghton,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,virginia.houghton@lpl.com,,Salesforce
193529,,robert upson,,[Unknown],iff345@yahoo.com,,
11152285,Inactive Investor,Nayankumar Ranchhod,Private Wealth Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",nayan.x.ranchhod@ampf.com,,Salesforce
10937056,Inactive Investor,Shannon Craggs,Client Service Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,,,Salesforce
10917086,Inactive Investor,James Lynch,Relationship Manager;Vice President,LPL Financial LLC,james.lynch@lpl.com,,Salesforce
11075990,Inactive Investor,Chuzhe Song,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",jimmy.song@ml.com,,Salesforce
10821622,Inactive Investor,Matthew Gathagan,,"Raymond James Financial Services, Inc. Maryville TN 214 Keller Ln",matthew.gathagan@raymondjames.com,,Salesforce
9584287,,Alina Seminaro,,,alina.seminaro@stewardpartners.com,,List import
10657227,,Iroel Velazquez Olascuaga,,,iroel.velazquez@primerica.com,,List Import
10982305,Inactive Investor,Joseph Martinez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Colleyville TX 3908 Glade Rd",joseph.b.martinez@ml.com,,Salesforce
10977275,Inactive Investor,Aatish Shrestha,,"Raymond James & Associates, Inc.",aatish.shrestha@raymondjames.com,,Salesforce
10945629,Inactive Investor,Conner Neal,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",conner.neal@ml.com,,Salesforce
11063427,Inactive Investor,James Craig,Financial Advisor,"Ameriprise Financial Services, LLC Atoka TN 1984 Rosemark Rd",jim.craig@ampf.com,,Salesforce
11123825,Inactive Investor,Harmeet Sawhney,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,hsawhney@ft.newyorklife.com,,Salesforce
10981405,Inactive Investor,John Cheney,,"Allstate Financial Services, LLC Tallahassee FL 924 N Gadsden St",,,Salesforce
11000604,Inactive Investor,Stanton Lohrengel,Financial Advisor,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",stantonlohrengel@financialguide.com,,Salesforce
10949118,Inactive Investor,Jenna Parker,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10777914,Inactive Investor,Jane Simpson,,Vanguard Marketing Corporation,jane_simpson@vanguard.com,,Salesforce
11189125,Inactive Investor,Yerel Morales,Private Client Advisor,J.P. Morgan Securities LLC Hesperia CA 12731 Main St,yerel.s.morales@jpmorgan.com,,Salesforce
9611499,,Roman Jablonskyj,,,roman.jablonskyj@natixis.com,,List import
9637456,,???? ????????,,,oporasveta@gmail.com,,List import
11118910,Inactive Investor,Shaquita Pearce,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shaquita.belk@tiaa.org,,Salesforce
7044245,,Robert Ostan,,,robert@nextindesign.com,,Web Form Fillout
11155939,Inactive Investor,Gregory Dexter,Managing Member;Member;Regulatory Contact,Tier One Wealth Management,gdexter@tieronewm.com,,Salesforce
9570956,,Jay Bharadwa,,,jbharadwa@senatorlp.com,,List import
10921293,Inactive Investor,Angela Yu,Vice President,J.P. Morgan Securities LLC Irvine CA 14282 Culver Dr,angela.yu@chase.com,,Salesforce
10936104,Inactive Investor,Larry Williams,,State Farm VP Management Corp.,,,Salesforce
348895,,Andrew Kahn,Senior Vice President & Director,Kahn Brothers Advisors Llc,akahn@kahnbrothers.com,212-980-5050,Manual List Upload
10913547,Inactive Investor,Richard Ukleja,,"Avantax Investment Services, Inc. Chippewa Lake OH Private Residence",,,Salesforce
10795581,Inactive Investor,Michael Hebdon,Financial Advisor,Edward Jones Marietta GA 550 Kennesaw Ave NW,michael.hebdon@edwardjones.com,,Salesforce
10785613,Inactive Investor,Justin Girard,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,justin.girard@jpmorgan.com,,Salesforce
11156500,Inactive Investor,Glody Inze,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",glody.inze@ml.com,,Salesforce
10951521,Inactive Investor,James Orick,,"Raymond James & Associates, Inc.",james.orick@raymondjames.com,,Salesforce
10505943,,Raul Alegrett,Director,Grupo Solfin,ralegrett@icloud.com,507-661-6088,List import
11128338,Inactive Investor,Nathan Bristow,,Jefferies LLC,nbristow@jefferies.com,,Salesforce
10809435,Inactive Investor,Joseph Abuin,Financial Advisor;Vice President - Wealth Management,Morgan Stanley New York NY 1 Penn Plz,joseph.abuin@morganstanley.com,,Salesforce
11173094,Inactive Investor,Emily Welsh,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
11096321,Inactive Investor,Kelly Walker,Financial Advisor,Edward Jones Longmont CO 2350 17th Ave,kelly.walker@edwardjones.com,,Salesforce
10850003,Inactive Investor,Jason Graper,Financial Advisor,"Allegheny Investments, Ltd.",jgraper@alleghenyfinancial.com,,Salesforce
10769198,Inactive Investor,Jana Fryar,,B. Riley Wealth Management Dallas TX 13155 Noel Rd,jfryar@brileywealth.com,,Salesforce
10903359,Inactive Investor,Dallin Phillips,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10795903,Inactive Investor,Anabelle Jimeno,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",anabelle.jimeno@ml.com,,Salesforce
10894182,Inactive Investor,Anita Baltazar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",anita.baltazar@ml.com,,Salesforce
10817757,Inactive Investor,Raymond Russo,Chief Compliance Officer;Financial Planner;President,Virtuoso Wealth Management,rrusso.moneymaestro@virtuosocm.com,,Salesforce
9632104,,Chetan Sharma,,,chetan@ieee.org,,List import
10784270,Inactive Investor,Donna Rich,Senior Client Service Associate,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",donna.rich@raymondjames.com,,Salesforce
10880064,Inactive Investor,Ryan Maroney,Wealth Manager,Creative Planning San Clemente CA Private Residence,ryan.maroney@creativeplanning.com,,Salesforce
9548044,,Spencer Forrest,,,scforrest@sbcglobal.net,,List import
10048678,,ali aghasi,,,aliaghasi2817@gmail.com,,Web form fillout
371090,,Lisa Ferrier,,United States,lisa.k.ferrier@gmail.com,,Salesforce
10850654,Inactive Investor,Brian Spangler,Financial Advisor,Edward Jones Burlington NC 3061 S Church St,brian.spangler@edwardjones.com,,Salesforce
10900816,Inactive Investor,Kolbe Andrade,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",kolbe.andrade@nm.com,,Salesforce
11160873,Inactive Investor,Deneen Zehr,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,deneen.zehr@fidelity.com,,Salesforce
10979356,Inactive Investor,Eric Schneider,,Thrivent Investment Management Inc. Denver CO 501 S Cherry St,eschneider@pksinvest.com,,Salesforce
11068671,Inactive Investor,Christopher Powers,Wealth Advisor,WMGNA,chris@wmgna.com,,Salesforce
11085334,Inactive Investor,Jennifer Gaetaniello,,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",jennifer.gaetaniello@wellsfargoadvisors.com,,Salesforce
11116203,Inactive Investor,Brandon Estes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11050736,Inactive Investor,Mark Moroni,Banker;Senior Associate,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,mark.moroni@jpmorgan.com,,Salesforce
10857484,Inactive Investor,Virginia Greatsinger,Financial Advisor,Morgan Stanley Stamford CT 4 Landmark Sq,ginny.greatsinger@morganstanley.com,,Salesforce
11057933,Inactive Investor,Ryan Coogan,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 701 Xenia Ave S",ryan.coogan@wellsfargo.com,,Salesforce
9633353,,Cangül Telefoncu,,,cangul_telefoncu@yahoo.com,,List import
45268,,Mary Guidry,Senior Portfolio Analyst,Rgt Wealth Advisors,mguidry@rgtadvisors.com,214-360-7000,Manual List Upload
11005909,Inactive Investor,Derek Powell,,PFS Investments Inc. Houston TX 3200 Wilcrest Dr,,,Salesforce
10618007,,Christopher Dallas,,,cdallas@weg1.com,,List Import
11057851,Inactive Investor,Alejandro Pina,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10810124,Inactive Investor,Charles Brohawn,Financial Advisor,"Pruco Securities, LLC. Federalsburg MD 105 E Central Ave",charles.brohawn@prudential.com,,Salesforce
10998860,Inactive Investor,Jose Preciado,,J.P. Morgan Securities LLC Encinitas CA 105 N El Camino Real,,,Salesforce
206036,,Cole Brown,,United States,cole@hypnotic.garden,,source
195402,,Daniel Amoah,,[Unknown],danmoah@yahoo.com,,source
11067621,Inactive Investor,Tyler Thomas,,"Wells Fargo Clearing Services, LLC Sheridan WY 424 N Main St",,,Salesforce
10760385,Inactive Investor,Pace Huff,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",pace_huff@ml.com,,Salesforce
10894389,Inactive Investor,Aidan Greene,Financial Planning Assistant,"Ameriprise Financial Services, LLC La Crosse WI 401 2nd St N",aidan.greene@ampf.com,,Salesforce
111273,,SALLY ANDERSON,,LifeCare Financial Services,sallyj34@aol.com,3216769812,
11139535,Inactive Investor,Jason Litwin,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,jason.litwin@fmr.com,,Salesforce
11075457,Inactive Investor,Rodney Laurenz,,"Flagship Harbor Advisors, LLC Somerville MA 424 Broadway",rodney.laurenz@flagshipharbor.com,,Salesforce
9614573,,Alan Knepper,,,a.knep@hotmail.com,,List import
10841505,Inactive Investor,Dennis Fagan,Chief Compliance Officer;Chief Financial Advisor;Founder;Portfolio Manager;President,Fagan Associates Inc,dennis.fagan@faganassociates.com,,Salesforce
11015383,Inactive Investor,Kyle Hoopes,,SECU Brokerage Services Chapel Hill NC 1010 S Hamilton Rd,carrboro@ncsecu.org,,Salesforce
9626163,,Slade Fountain,,,afount2@uic.edu,,List import
9603168,,Benzi Rosenski,,,benzir13@gmail.com,,List import
10921512,Inactive Investor,Stephen Campbell,Financial Advisor,PNC Investments Gastonia NC Private Residence,steve.campbell@pnc.com,,Salesforce
10808382,Inactive Investor,Winifred Ryan,,"Next Financial Group, Inc. Eden Prairie MN 6500 City West Pkwy",winnieryan@nextfinancial.com,,Salesforce
10510755,,Thomas F Paolozzi,Owner/GP,"Alexander Capital Advisors, LLC / The Plato Fund, LP",Tfp@alexcapadv.com,,List import
9597273,,Karin Grablin,,,kgrablin@carsoninstitutional.com,,List import
10826709,Inactive Investor,Jennifer Malek,Financial Advisor,The Wealth Consulting Group Sherman Oaks CA 15233 Ventura Blvd,jmalek@jhmwealthmanagement.com,,Salesforce
9626727,,Lawrence Davis,,,ld20876@gmail.com,,List import
9597882,,Jung Sung gyu,,,tcrmaster@naver.com,,List import
11253975,Inactive Investor,Nick Musci,Lending Specialist;Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9604886,,Near Nem,,,favfavfapfap@gmail.com,,List import
10431670,,prasad Dhulgunde,,,prasaddhulgunde7066@gmail.com,,Web Form Fillout
10771646,Inactive Investor,Seamus Carney,Assistant Vice President;Retirement Benefits Consultant;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",seamus_carney@ml.com,,Salesforce
7556539,,Mike King,,,thesolarking@gmail.com,,Web form fillout
11028457,Inactive Investor,Elaine Bennett,Investment Specialist,Park Avenue Securities LLC Charlotte NC Private Residence,,,Salesforce
11037110,Inactive Investor,Peter Hekl,Wealth Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10912191,Inactive Investor,Daniel Oppizzi,Registered Associate,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
10981272,Inactive Investor,Cheyanne Robinson,,Deutsche Bank Securities Inc.,cheyanne@deutschewealth.com,,Salesforce
10510808,,Taylor Fischer,"Manager, External Communications",Dimensional Fund Advisors,taylor.fischer@dimensional.com,,List Import
11199101,Inactive Investor,Christian Diaz,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11005749,Inactive Investor,Jason Anger,Financial Advisor,"Harbour Investments, Inc. Oostburg WI 947 Center Ave",jranger@hirep.net,,Salesforce
9588882,,Zachary Weekes-Webster,,,zakaweb@hotmail.com,,List import
9607385,,Tracy Zheng,,,2391068587@qq.com,,List import
11012582,Inactive Investor,Yifan O'Connor,Private Client Banker,J.P. Morgan Securities LLC Austin TX 221 W 6th St,katie.oconnor@chase.com,,Salesforce
10823336,Inactive Investor,Michaela O'Connell,Senior Wealth Strategy Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,michaela.o-connell@ubs.com,,Salesforce
11239043,Inactive Investor,Martin Nance,,PRI,m.nance@medmal.com,,Salesforce
10892798,Inactive Investor,Nathan Leonardelli,,"FBL Marketing Services, LLC Kenosha WI 2215 63rd St",nathan.leonardelli@fblfinancial.com,,Salesforce
4251542,,guadalupe Quezada,,,quezmin2378@gmail.com,,Web Form Fillout
9600344,,Gary Preslar,,,gary.preslar@clsinvest.com,,List import
11038002,Inactive Investor,Collin Beardslee,Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,collin.beardslee@morganstanley.com,,Salesforce
10810207,Inactive Investor,Thomas O'Neil,Owner;Portfolio Manager;Trustee,"D.F. Dent and Company, Inc. Baltimore MD 2 E Read St",tfo@dfdent.com,,Salesforce
370728,,JAMES MCKNIGHT,,[Unknown],jhmcknight@gmail.com,,Salesforce
10810354,Inactive Investor,Andrew Sinsigalli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",,,Salesforce
10821270,Inactive Investor,Denise Stup,Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,dstup@rwbaird.com,,Salesforce
10971427,Inactive Investor,Laurie Torres-Tang,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 500 Campus Dr",,,Salesforce
9552425,,Michael Cherman,,,michael.cherman@transamerica.com,,List import
10982151,Inactive Investor,John Kiger,,Cetera Investment Services LLC Bridgeville PA 1029 Washington Pike,,,Salesforce
11045661,Inactive Investor,David West,Financial Planner;Investment Services Specialist,"Osaic FA, Inc. Madison WI 406 Science Dr",david.west@lfg.com,,Salesforce
11161449,Inactive Investor,Christine Katsel,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christine.katsel@fidelity.com,,Salesforce
11037723,Inactive Investor,Joseph Donato,,Citigroup Global Markets Inc.,,,Salesforce
9604763,,Ryan Jenkins,,,ryan.dean.jenkins@gmail.com,,List import
10757463,Inactive Investor,William Bass,,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,william.bass@ubs.com,,Salesforce
10908385,Inactive Investor,Kyle Sikes,Advisor,"Dempsey Lord Smith, LLC Cramerton NC 102 Hidden Pastures Dr",kyle.sikes@dempseyi.com,,Salesforce
9622197,,Queenie Kwan,,,queenie.guanyq@gmail.com,,List import
11059409,Inactive Investor,Daniel Viyella,Chief Executive Officer;Owner;President,Earthview Advisors LLC Miami FL 201 S Biscayne Blvd,daniel.viyella@earthviewadvisors.com,,Salesforce
1001743,Inactive Investor,Laus Abdo,"EVP & Portfolio Manager, real estate",Watt Family Office,laus@wattfunding.com, +1 310 314 5089,
10615551,,David Schwartz,Financial Advisor,,david.schwartz@bleakley.com,,List Import
10958242,Inactive Investor,Marcus Woodard,Private Client Advisor,J.P. Morgan Securities LLC Dayton OH 2687 Fairfield Commons Blvd,marcus.woodard@jpmorgan.com,,Salesforce
10822220,Inactive Investor,Thomas Markell,Financial Advisor,LPL Financial LLC Mentor OH 8450 Mentor Ave,thomas.markell@lpl.com,,Salesforce
11092927,Inactive Investor,Sean Livingston,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,sean.livingston@ubs.com,,Salesforce
10612709,,Gerard Duphiney,Financial Advisor,,gerard.duphiney@lpl.com,,List Import
10875130,Inactive Investor,Alex Meehan,,"Raymond James Financial Services, Inc. Duluth MN 11 E Superior St",alex.meehan@raymondjames.com,,Salesforce
10890946,Inactive Investor,Michael McMahon,Financial Professional,LPL Financial LLC Cypress TX 14518 Miscindy Pl,m.mcmahon@lpl.com,,Salesforce
10774036,Inactive Investor,Terence Creighton,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",terry_creighton@ml.com,,Salesforce
11029042,Inactive Investor,Iris Whitener,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,,,Salesforce
11033465,Inactive Investor,Ruth Baker-Wakefield,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,rbakerwakefield@primerica.com,,Salesforce
11046594,Inactive Investor,Joseph Uradnik,,"AE Financial Services, LLC",,,Salesforce
10849063,Inactive Investor,Constance Urbanek,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
11049069,Inactive Investor,Steven Polk,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring Hill FL 4319 Commercial Way",steven.polk@wellsfargoadvisors.com,,Salesforce
10803364,Inactive Investor,Howard Demuth,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Baltimore MD 1201 Wills St,h.anderson.demuth@morganstanley.com,,Salesforce
11066221,Inactive Investor,Ella Buravleva,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
10805284,Inactive Investor,Matthew Biggie,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",matt.biggie@wellsfargo.com,,Salesforce
10914780,Inactive Investor,Sean Caplen,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,scaplen@brileywealth.com,,Salesforce
9592247,,Cuong Doan,,,doanvan1102@gmail.com,,List import
10823678,Inactive Investor,David MacKe,Member;Owner,"AlphaMark Advisors, LLC",,,Salesforce
9617529,,Edmund Rutkowski,,,eski1055@gmail.com,,List import
11120555,Inactive Investor,Paul Bertuccelli,,PFS Investments Inc. Newark CA 39899 Balentine Dr,pbertuccelli@primerica.com,,Salesforce
9569679,,David Steinhardt,,,davids@woostercapital.com,,List import
11228975,Inactive Investor,Logan Pridgen,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11007542,Inactive Investor,Andrew Burgess,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,aburgess04@ft.newyorklife.com,,Salesforce
11012297,Inactive Investor,Peter Falcone,Financial Advisor,LPL Financial LLC Riverside CA 3610 Central Ave,peter.falcone@lpl.com,,Salesforce
9627126,,Tushav Vig,,,tushav1@yahoo.com,,List import
11196265,Inactive Investor,Charles Derenzis,,"MML Investors Services, LLC East Stroudsburg PA Private Residence",cderenzis@financialguide.com,,Salesforce
10612909,,Matthew Kelley,Senior Financial Advisor,,matthew_kelley@ml.com,,List Import
11046030,Inactive Investor,Andrew Klinker,,"CFD Investments, Inc. Hoagland IN Private Residence",andrew.klinker@cfdinvestments.com,,Salesforce
11156404,Inactive Investor,Barta Dayekh Zein,,J.P. Morgan Securities LLC Bloomfield Hills MI 1116 W Long Lake Rd,barta.dayekh@jpmorgan.com,,Salesforce
11156486,Inactive Investor,Kathleen Caputo,,"Northwestern Mutual Investment Services, LLC Williamsport PA 800 W 4th St",kathleen.caputo@nm.com,,Salesforce
11061049,Inactive Investor,Jose Hauad,,LPL Financial LLC Skokie IL 4711 Golf Rd,jose.hauad@lpl.com,,Salesforce
10866716,Inactive Investor,Eugenia Gray,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10767168,Inactive Investor,Christine Randolph,Financial Advisor;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,christine.randolph@morganstanley.com,,Salesforce
10819994,Inactive Investor,Emily Wood,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",emily_wood@ml.com,,Salesforce
10645881,,Michael Cox,,,michael.cox@cowen.com,,List Import
11063578,Inactive Investor,John Atkins,Investment Advisor Representative;Owner;Partner,Integrity Capital Management,john.atkins@retirewithicm.com,,Salesforce
10426663,,Joshua Adams,,,tomorrowshorizonsllc@gmail.com,,Web Form Fillout
11048928,Inactive Investor,Brian Hinson,,Savant Wealth Management Huntsville AL 3810 Governors Dr NW,bhinson@savantwealth.com,,Salesforce
11058909,Inactive Investor,Thomas Herber,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,thomas.herber@fmr.com,,Salesforce
10883496,Inactive Investor,Duane Sturm,Financial Advisor,SageSpring Wealth Partners Clarinda IA 114 W Main St,duane.sturm@swinvestmentgroup.com,,Salesforce
11171888,Inactive Investor,Ryan Elson,,"Bankers Life Securities, Inc. Uniontown OH 1559 Corporate Woods Pkwy",ryan.elson@bankerslife.com,,Salesforce
10955332,Inactive Investor,Marisa Teller,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",mteller@hallidayfinancial.com,,Salesforce
10799725,Inactive Investor,Pete Stamatis,,"Osaic Wealth, Inc. Canfield OH 6599 Seville Dr",,,Salesforce
10893302,Inactive Investor,John Meraz,,"Centaurus Financial, Inc. El Paso TX 9434 Viscount Blvd",,,Salesforce
11058690,Inactive Investor,Daschel Grammer,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",daschel.grammer@raymondjames.com,,Salesforce
11104900,Inactive Investor,Robert Dick,,"Raymond James Financial Services, Inc. Minot ND 2900 10th St SW",robert.dick@raymondjames.com,,Salesforce
11029070,Inactive Investor,Johanna Mussche,Managing Director,Citigroup Global Markets Inc.,,,Salesforce
9601748,,Seth Chacon,,,seth.chacon@trilogyfs.com,,List import
10914378,Inactive Investor,Fortunato Puleo,,San Blas Securities LLC San Jose CA 679 Chatsworth Pl,fortunato.puleo@sanblassecurities.com,,Salesforce
10564133,,AZAM BATALLA,,,azambatalla@yandex.ru,,Web Form Fillout
11050035,Inactive Investor,Jessica Lusakueno,Director - Investments,Pandowealth. LLC Chattahoochee Hills GA Private Residence,jessica.lusakueno@pandowealth.com,,Salesforce
11110245,Inactive Investor,Besjana Husted,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",,,Salesforce
9598630,,Teda wu,,,tedwu2016@u.northwestern.edu,,List import
11080225,Inactive Investor,Scott Lee,Financial Advisor,Edward Jones Marshfield WI 204A E Upham St,scott.d.lee@edwardjones.com,,Salesforce
10812861,Inactive Investor,Kevin Oconnor,,"Garden State Securities, Inc. Saratoga Springs NY Private Residence",koconnor@gardenstatesecurities.com,,Salesforce
11222105,,Chris Peterson,,,cpeterson@ftportfolios.com,,List Import
10810474,Inactive Investor,Brian Douglas,Financial Advisor,"Ameriprise Financial Services, LLC Cordova TN 138 Timber Creek Dr",brian.k.douglas@ampf.com,,Salesforce
10848698,Inactive Investor,Kurt Rusch,,"Superior Financial Services, Inc. Des Plaines IL Private Residence",,,Salesforce
11186527,Inactive Investor,Daniel Edwards,Investment Consultant,"Charles Schwab & Co., Inc. Huntersville NC 8700 Sam Furr Rd",daniel.edwards@schwab.com,,Salesforce
10894315,Inactive Investor,Paul Knese,,"VESTECH Securities, Inc.",pknese@e-vestech.com,,Salesforce
11137953,Inactive Investor,Valerie Roque,,"Osaic Wealth, Inc. Houston TX 20405 State Hwy 249",,,Salesforce
7122459,,valerie ouhayoun,,,vouhayoun@gmail.com,,Web form fillout
9612824,,Michael Ebuka,,,michaelrebuka1@gmail.com,,List import
10771172,Inactive Investor,Jennifer Patterson,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",jennifer.r.patterson@ml.com,,Salesforce
10784300,Inactive Investor,Jacob Schneider,Managing Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,jacob.b.schneider@jpmorgan.com,,Salesforce
347557,,Paul Kruger,Associate,"Excel Securities & Associates,inc.",pkruger@excelsecurities.com,585-424-1234,Manual List Upload
9570939,,Klejdjan Meta,,,kledigjeli123@gmail.com,,List import
11238233,Inactive Investor,Richard Trubitt,,LGT Financial Advisors LLC,rtrubitt@lgt-cpa.com,,Salesforce
10822760,Inactive Investor,Alexander Roth,Principal,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",alexander.roth@nm.com,,Salesforce
11023626,Inactive Investor,Kayvon Makanvand,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,kmakanvand@primerica.com,,Salesforce
11020888,Inactive Investor,John Rich,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11027352,Inactive Investor,Wayne Wheeler,,"FBL Marketing Services, LLC Sayre OK 306 W Main St",wayne.wheeler@fblfinancial.com,,Salesforce
9545660,,Jeremy Stahl,,,jstahl@jsmco.com,,List import
10977485,Inactive Investor,Ethan Doud,,"Northwestern Mutual Investment Services, LLC Bakersfield CA 9201 Camino Media",ethan.doud@nm.com,,Salesforce
9551648,,Gabriel Crump,,,gabe.crump@nisanet.com,,List import
11096295,Inactive Investor,Steven Greene,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Highland Park IL 1921 Saint Johns Ave",steven.f.greene@ml.com,,Salesforce
10656731,,Cornell Sinclair,,,cornell.sinclair@primerica.com,,List Import
10701137,,Vic Forgetta,,,vforget@gmail.com,,Web Form Fillout
11128051,Inactive Investor,Gary Krisanda,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10792871,Inactive Investor,Adam Zimmerman,,Momentum Independent Network Inc. Greenville NC 3107 Evans St,azimmerman@hilltopnetwork.com,,Salesforce
206248,,Audy DESAUBIN,,Australia,samadhitek@gmail.com,,source
239299,,Kerry Dyer,,[Unknown],kerry.dyer@wsjbarrons.com,,source
11204986,Inactive Investor,Meg Forkner,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",meg.forkner@bankerslife.com,,Salesforce
9621593,,Arbnor Shaqiri,,,nori.shaqiri@live.com,,List import
11095335,Inactive Investor,Scott Bybee,,"First Heartland Capital, Inc. Medford OR 670 Superior Ct",,,Salesforce
9565147,,James Wetton,,,james.wetton@pnc.com,,List import
10952657,Inactive Investor,Jill Ehlers,,"Cambridge Investment Research, Inc. Omaha NE 17021 Lakeside Hills Plz",,,Salesforce
10865288,Inactive Investor,Christopher Perales-Collazo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10505206,,David Haeussler,Field Specialist,Peloton,davidhaeussler96@gmail.com,2103635575,List Import
11042749,Inactive Investor,Colleen Wall,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,colleen.wall@thrivent.com,,Salesforce
11021094,Inactive Investor,Patrick Ceccacci,,"Prosperiant Wealth Management, LLC Hoboken NJ Private Residence",,,Salesforce
10612642,,Theodore Block,Financial Advisor,,theodore.e.block@ampf.com,,List Import
10901905,Inactive Investor,Frank Moy,Regional Vice President,PFS Investments Inc. South Easton MA 24 Norfolk Ave,frank.moy@primerica.com,,Salesforce
10898373,Inactive Investor,Robert Wiedemer,Chief Compliance Officer;Manager;Senior Investment Advisor,Bull Bear Investment Management LLC,rwiedemer@arkfinria.com,,Salesforce
9614694,,Paul Reynolds,,,paul@ptinternet.co.uk,,List import
10903326,Inactive Investor,Jeffrey Underwood,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",jeff.underwood@nm.com,,Salesforce
10973495,Inactive Investor,Joshua Dolo,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,joshua.dolo@chase.com,,Salesforce
332531,,Michael Apel,,[Unknown],michael@fashionconcepts.co,,Direct
10770361,Inactive Investor,Jeffrey Sweno,Senior Vice President,Wintrust Investments LLC Lake Forest IL 727 N Bank Ln,,,Salesforce
9583163,,seung hoon Ji,,,wltmdgns147@naver.com,,List import
10486602,,Gosby King,Financial Professional,"Transamerica Financial Advisors, Inc",gosby.king@tfaconnect.com,,List Import
10944991,Inactive Investor,Reginald Parks,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11026812,Inactive Investor,Michael Chen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",,,Salesforce
9548535,,Alberto Casimiro Andrade,,,a1andrade@hotmail.com,,List import
9620524,,Stanley Skoczylas,,,skoczylasmd@gmail.com,,List import
11001709,Inactive Investor,Nicholas Wagner,,State Farm VP Management Corp. Charleston SC 2408 Ashley River Rd,nicholaswagner@statefarm.com,,Salesforce
11221413,,Lucia Santini,,,lsantini@bostontrustwalden.com,,List Import
9573591,,Mitchell Bednoff,,,mbednoff@sagefinancial.com,,List import
231657,,Chuck Myer,,[[Unknown]],c@myer.ws,,
11187670,Inactive Investor,Cody Bijou,Financial Advisor,Edward Jones Merced CA 1775 O St,cody.bijou@edwardjones.com,,Salesforce
11118740,Inactive Investor,Kathy Crocker,Senior Client Associate,"RBC Capital Markets, LLC Portland OR Private Residence",kathy.crocker@rbc.com,,Salesforce
11135550,Inactive Investor,Dilini Weerasooriya,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",dilini.weerasooriya@ml.com,,Salesforce
10841050,Inactive Investor,Kenneth Walcyk,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,kenneth.walcyk@ceterainvestors.com,,Salesforce
4625464,,hero malo,,,chpqxvicp@karenkey.com,,Web Form Fillout
9636810,,Martin Pendert,,,mpendert@quaestacapital.ch,,List import
9592348,,Craig Melcher,,,craig.melcher@landandbuildings.com,,List import
11190934,Inactive Investor,Richard Villers,,Advisory Services Network West Chester OH 8240 Beckett Park Dr,,,Salesforce
9648351,,James Edwards,,,jamesgarethedwards@hotmail.com,,List import
189689,,Rebecca Dawson,,[Unknown],rebecca@dawsoncapital.net,,product
10769947,Inactive Investor,Robert Adams,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,robert.adams@fmr.com,,Salesforce
10753937,Inactive Investor,Justin Corcoran,Senior Financial Consultant,"BOK Financial Securities, Inc. Norman OK 3550 W Main St",jcorcoran@bokf.com,,Salesforce
11068258,Inactive Investor,Diane Padalino,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",diane.padalino@ml.com,,Salesforce
10962010,Inactive Investor,David Netjes,Financial Consultant,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",,,Salesforce
11231243,Inactive Investor,Dominick Scro,Financial Planner,"Equitable Advisors, LLC Syracuse NY 120 Madison St",,,Salesforce
9647167,,Cherie Grimm-Campisi,,,cgrimm9@bloomberg.net,,List import
9595339,,Robert Smith,,,rpeck@sageadvisory.com,,List import
2057961,,Hiroka Watanabe,,,hiroka18@gmail.com,,
10921950,Inactive Investor,Jason Jupiterwala,,Thrivent Investment Management Inc. Allen TX 1101 Central Expy S,jjupiterwala@pksinvest.com,,Salesforce
10760883,Inactive Investor,Scott Mulloy,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 7160 Dallas Pkwy",scott.a.mulloy@ampf.com,,Salesforce
10927274,Inactive Investor,Kyle Gref-Mott,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10840255,Inactive Investor,Loren Magnani,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,loren.huether@morganstanley.com,,Salesforce
9645320,,Patrick Wilde,,,wildesuperfund@gmail.com,,List import
11014866,Inactive Investor,Heather Brissey,,"VALIC Financial Advisors, Inc. Macon GA 125 Plantation Centre Dr S",,,Salesforce
11113789,Inactive Investor,Robert Moskwa,,"IBN Financial Services, Inc. Syracuse NY 615 W Genesee St",rmoskwa@ibrokernet.com,,Salesforce
11107726,Inactive Investor,Joseph Hagler,Financial Advisor,NWF Advisory Services Inc Orange CA 461 S Glassell St,jhagler@nwfadvisory.com,,Salesforce
121566,,Theodore Peters,"Assistant Vice President, Financial Consultant","SunTrust Advisory Services, Inc.",ted.peters@suntrust.com,321-676-1133,
11237859,Inactive Investor,Jacob Barker,"AVP, Senior Manager Selection Analyst",Greenleaf Trust,jbarker@greenleaftrust.com,800-416-4555,Salesforce
9602261,,Yuding chow,,,zhouyuding@icloud.com,,List import
9638452,,TeQuion Brookins,,,tequion@mcgregorfund.org,,List import
47456,,Jonathan Schoenberg,Financial Advisor,Eagle Strategies LLC,jschoenberg@ft.newyorklife.com,212-669-1629,
9627548,,Jay Kang,,,jayqoo81@gmail.com,,List import
9551771,,Robert Meaux,,,robert.meaux@thrivent.com,,List import
9599375,,Danielle Kennett,,,danielle.kennett@personalcapital.com,,List import
11183665,Inactive Investor,Paul Sowell,Senior Vice President;Senior Wealth Strategist,"Wells Fargo Advisors Financial Network, LLC New York NY 150 E 42nd St",,,Salesforce
11162257,Inactive Investor,Carol Meyer,Senior Registered Associate,Morgan Stanley Lock Port IL Private Residence,carol.meyer@morganstanley.com,,Salesforce
10887419,Inactive Investor,Nathan Brown,Senior Vice President,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",nathan.brown@trilogyfs.com,,Salesforce
10616937,,Omar Ibarra,,,omar.ibarra@jpmorgan.com,,List Import
10937386,Inactive Investor,Tey Kim,Financial Advisor,Park Avenue Securities LLC New York NY 535 5th Ave,tey_kim@glic.com,,Salesforce
10885099,Inactive Investor,Phillip Ohlhaut,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,phillip.ohlhaut@fidelity.com,,Salesforce
11120947,Inactive Investor,Skyler Schlesinger,,LPL Financial LLC Fairfield NJ 100 Passaic Ave,skyler.schlesinger@lpl.com,,Salesforce
11058150,Inactive Investor,Paula Stewart,,"BOK Financial Securities, Inc. Oklahoma City OK 7701 S Western Ave",pstewart@bokf.com,,Salesforce
10776862,Inactive Investor,Jack Pedigo,,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 8114 Cantrell Rd",jack.pedigo@wfafinet.com,,Salesforce
333457,,Marla Dumm,Managing Consultant,Forvis Private Client,mdumm@bkd.com,417-831-7283,Manual List Upload
9581124,,Sandra Seiple,,,sandraseiple@berthelrep.com,,List import
11097514,Inactive Investor,Irene Timmons,Wealth Advisor,Monarch Wealth Strategies Santa Maria CA 2151 S College Dr,irene@mwsus.com,,Salesforce
10814723,Inactive Investor,Mark Greenblatt,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",mark.greenblatt@wellsfargoadvisors.com,,Salesforce
11053529,Inactive Investor,Kori Lannon,Founder;Founding Partner;Private Wealth Advisor,"Quadrant Private Wealth Management, LLC",klannon@quadrantpw.com,,Salesforce
11029544,Inactive Investor,Steven Yelle,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Watertown NY 200 Washington St",steve.yelle@nm.com,,Salesforce
344382,,Allea Lucier,,"Networth Asset Management, Inc",alucier@nwam.net,352-268-2080,Manual List Upload
187831,,Olurunwa Olurunwa,,[Unknown],eniolabeulah8@gmail.com,,source
11004653,Inactive Investor,Katherine Bray,,Edward Jones Harrisonburg VA 41 Court Sq,,,Salesforce
11179834,Inactive Investor,Brad Stieben,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,brad.stieben@fidelity.com,,Salesforce
11166966,Inactive Investor,Thanh Moody,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garland TX 5610 Broadway Blvd",thanh.moody@ml.com,,Salesforce
11009249,Inactive Investor,Marykate Hayes,,TradeWeb L.L.C,marykate.hayes@tradeweb.com,,Salesforce
10973277,Inactive Investor,Sheung Yin Justin Tang,,Goldman Sachs & Co.,,,Salesforce
10918863,Inactive Investor,Philip Dortch,Chief Compliance Officer;Owner;Principal;Wealth Advisor,"Aspire Private Wealth Counsel, LLC Knoxville TN 8351 E Walker Springs Rd",,,Salesforce
10696073,,Matt Tippins,,State Farm,tipp_8@yahoo.com,,List Import
10857652,Inactive Investor,Nicolas Tabellion,,LPL Financial LLC San Jose CA 1340 Lincoln Ave,nicolas.tabellion@lpl.com,,Salesforce
348790,,Mauricio Gruener,"Manager Of Gfg Capital, Llc, Managing Member Of Gfg Holdings",Gfg Capital,mauricio@gfgcapital.com,305-810-6500,Manual List Upload
10830935,Inactive Investor,Dale Depping,,"N.I.S. Financial Services, Inc.",,,Salesforce
10509943,,Chris Buck,CIO,"Harvester Wealth, LLC",chris.buck@harvesterwealth.com,,List Import
11010796,Inactive Investor,Thomas Swiecichowski,,PFS Investments Inc. Green Bay WI 1066 Mather St,thomas.swiecichowski@primerica.com,,Salesforce
229730,, -,,[[Unknown]],tbendr@gmail.com,,
10862313,Inactive Investor,David Neal,Financial Advisor,Integrated Wealth Concepts LLC Stafford Springs CT 79 W Stafford Rd,,,Salesforce
11097287,Inactive Investor,Taylor Richardson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",taylor.richardson@ml.com,,Salesforce
11125061,Inactive Investor,Augustus Konz,,"Raymond James Financial Services, Inc. Hays KS 1200 Main St",augustus.konz@raymondjames.com,,Salesforce
11175291,Inactive Investor,Richard Larson,,"Independent Financial Group, LLC Saint Paul MN 413 Wacouta St",,,Salesforce
10969718,Inactive Investor,Jaime Morgan,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,jaime.morgan@leerink.com,,Salesforce
11171217,Inactive Investor,Donovan Gangewere,,Alpaca Securities LLC,donovan.gangewere@alpaca.markets,,Salesforce
11208477,Inactive Investor,Aidan Klein,,"Raymond James Financial Services, Inc. Latham NY 11 Sunset Dr",aidan.klein@raymondjames.com,,Salesforce
9566217,,Jonathan Robinson,,,jon.robinson@blueprintinv.com,,List import
10947101,Inactive Investor,Hector Gonzalez,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,278teamgonzalez@fidelity.com,,Salesforce
9571031,,Gregory Williams,,,gwilliams@mountaineerpartners.com,,List import
10955897,Inactive Investor,Brian Shea,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,,,Salesforce
10615921,,Brent Gledhill,,,bgledhill@williamblair.com,,List Import
10658864,,Jerry Keaton,,,jkeaton@pksinvest.com,,List Import
11221005,,David Else,,,delse@wealthenhancement.com,,List Import
11031690,Inactive Investor,Alisha Brown,,"Empower Financial Services, Inc Aurora CO Private Residence",alisha.brown@empower.com,,Salesforce
10873577,Inactive Investor,John Popka,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,johnpopka@statefarm.com,,Salesforce
10981825,Inactive Investor,Ryan Nicholson,,Country Capital Management Company,ryan.nicholson@countryfinancial.com,,Salesforce
48198,,Johven Barga,,"Transamerica Financial Advisors, Inc",johven.barga@transamerica.com,407-456-4790,
11005999,Inactive Investor,David Liu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10957298,Inactive Investor,Agisanyang Molapisi,,Fidelity Brokerage Services LLC,,,Salesforce
9595016,,Iliya Stepanov,,,kekeci7716@ineedsa.com,,List import
10618005,,David Tracy,,,david.tracy@wellsfargoadvisors.com,,List Import
10957779,Inactive Investor,George Sinanis,Senior Financial Advisor;Vice President - Investments,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",gsinanis@wisdirect.com,,Salesforce
10902718,Inactive Investor,Denis Nash,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Tallahassee FL 1382A Timberlane Rd",denis.2.nash@ampf.com,,Salesforce
233252,, -,,[[Unknown]],kurrakkov@gmail.com,,
10963952,Inactive Investor,Huina Zhang,,"Robinhood Financial, LLC",zhang@robinhood.com,,Salesforce
11188021,Inactive Investor,Kevin Spahn,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",kevin.spahn@nm.com,,Salesforce
10989103,Inactive Investor,Michael Clark,Co-Founder;Director - Advisor Development,Protection Point Advisors Draper UT Private Residence,mclark@protectionpointadvisors.com,,Salesforce
11184531,Inactive Investor,Mark Francis,,"Allstate Financial Services, LLC Spring TX 17519 Chaseloch St",markfrancis@allstate.com,,Salesforce
11054981,Inactive Investor,Cole Lauinger,,"American Portfolios Financial Services, Inc. Minot ND 925 20th Ave SW",clauinger@americanportfolios.com,,Salesforce
352431,,Kristin Wilson,Managing Director,Medalist Partners Corporate Finance Llc,kwilson@jmpsecurities.com,678-392-3150,Manual List Upload
232179,, -,,[[Unknown]],saxobkk@gmail.com,,
11131347,Inactive Investor,Carey Howard,,J.P. Morgan Securities LLC Cockeysville MD 11330 York Rd,carey.howard@jpmorgan.com,,Salesforce
11164082,Inactive Investor,Derek Koffel,Financial Advisor,Edward Jones Springfield PA 905 W Sproul Rd,derek.koffel@edwardjones.com,,Salesforce
11158713,Inactive Investor,Rituraj Shandilya,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",rituraj.shandilya@wellsfargoadvisors.com,,Salesforce
11066176,Inactive Investor,Roberto Vila,,Morgan Stanley La Jolla CA 1111 Prospect St,roberto.vila@ms.com,,Salesforce
342986,,Tom Ritchie,Partner,"Eide Bailly Advisors, Llc",tritchie@eidebailly.com,701-476-8759,Manual List Upload
11201486,Inactive Investor,Wilkinson Macon,Wealth Management Associate,Morgan Stanley,,,Salesforce
9547468,,Matthew Loffredo,,,mloffredo@ft.newyorklife.com,,List import
372174,,Larry Wall,,United States,10000lbm10000@gmail.com,,Salesforce
11061337,Inactive Investor,Sandip Sehmi,Registered Principal,LPL Financial LLC Santa Ana CA 1171 Appian Way,sandip.sehmi@lpl.com,,Salesforce
9596905,,Steven Meyer,,,smeyer@jvmrealty.com,,List import
10821897,Inactive Investor,Lynette Manning,Client Associate,"RBC Capital Markets, LLC Omaha NE 12910 Pierce St",lynette.manning@rbc.com,,Salesforce
10818300,Inactive Investor,Dionisio Roman,,"Allstate Financial Services, LLC New Hartford NY 627 French Rd",dionisioroman@allstate.com,,Salesforce
11022181,Inactive Investor,Paul Curtis,Premier Banker,"Wells Fargo Clearing Services, LLC Stamford CT 1211 High Ridge Rd",,,Salesforce
10609529,,Rıdvan Baykurt,,,ridvandbs@gmail.com,,Web Form Fillout
10964667,Inactive Investor,Eric Litman,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11044883,Inactive Investor,Steven Evanchik,Financial Advisor;First Vice President,Morgan Stanley Westport CT 500 Post Road E,steve.evanchik@morganstanley.com,,Salesforce
10989849,Inactive Investor,Kyle Funk,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10764024,Inactive Investor,Rachel Scribner,,"Wells Fargo Clearing Services, LLC Tupelo MS 499 Gloster Creek Vlg",r.scribner@wfadvisors.com,,Salesforce
10866083,Inactive Investor,Juan Murillo,,PFS Investments Inc. Hialeah FL 480 W 84th St,juan.murillo@primerica.com,,Salesforce
11148362,Inactive Investor,Casey Collier,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,casey.collier@fidelity.com,,Salesforce
11006219,Inactive Investor,Matthew Fortune,,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",,,Salesforce
11043621,Inactive Investor,Samantha Hildebrandt,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,samantha.hildebrandt@fmr.com,,Salesforce
10613968,,Andrew Kevlahan,"Financial Advisor, Managing Director - Investments, Private Wealth Financial Advisor",,andrew.kevlahan@wellsfargo.com,,List Import
11140920,Inactive Investor,Henry Dematteis,Financial Advisor,Edward Jones Vista CA 3530 Camino de Las Lomas,henry.dematteis@edwardjones.com,,Salesforce
11081405,Inactive Investor,Jonathan Hoot,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",jon.hoot@wellsfargoadvisors.com,,Salesforce
10811940,Inactive Investor,Heather Sickler,Premier Banker,"Wells Fargo Clearing Services, LLC Dunedin FL 1483 Main St",heather.sickler@wellsfargo.com,,Salesforce
10833403,Inactive Investor,Alford Bailey,Financial Advisor;Registered Principal,LPL Financial LLC Everett WA 1604 Hewitt Ave,sean.bailey@lpl.com,,Salesforce
11143760,Inactive Investor,Enrique Lara,,VectorGlobal WMG,,,Salesforce
370836,,CYRUS MACAULAY MAXXT GATES,,[Unknown],fbi@fbi.gov,,Salesforce
240672,,Shane Phillips,Senior Portfolio Manager,Provenance Wealth Advisora,sphillips@provwealth.com,,Event
10606753,,Jamie Camhi,"Managing Director, Private Client Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jamie.camhi@bofa.com,212-449-1838,List Import
10983014,Inactive Investor,Caleb Franson,Chief Investment Officer;Financial Advisor;Managing Member,Franson Financial LLC,,,Salesforce
10823806,Inactive Investor,Virgil Burch,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",virgil.burch@wellsfargoadvisors.com,,Salesforce
10873641,Inactive Investor,Tiffany Rawling,Chief Operations Officer;Financial Advisor,LPL Financial LLC Roanoke VA 2121 Electric Rd,tiffany.rawling@lpl.com,,Salesforce
11219400,,Meghan Waclawsky,,,mwaclawsky@osaicwealth.com,,Other
11222213,,Plamen Dimitrov,,,plamen@garepple.com,,List Import
10457248,,Krishna Gupta,,,krishnagxyz75@gmail.com,,Web Form Fillout
11156891,Inactive Investor,Papa Akrasi,,Vanguard Marketing Corporation,papa_akrasi@vanguard.com,,Salesforce
159117,,adil rexit,,[Unknown],adilrexit61@gmail.com,,
10902123,Inactive Investor,Steven Mathews,Portfolio Manager,"Bolan Capital Management, LLC",steve@bolancapital.com,,Salesforce
11229923,Inactive Investor,Lisa Braden,,&Partners Mechanicsville VA Private Residence,,,Salesforce
11076833,Inactive Investor,Timothy Winchester,,"Bankers Life Securities, Inc. Phoenix AZ 11811 N Tatum Blvd",timothy.winchester@bankerslife.com,,Salesforce
11222198,,Nicole Yankauskas,,,nicole@avalonwealth.com,,List Import
10993645,Inactive Investor,Sterling Koliba,Financial Advisor,Edward Jones Davis CA 1105 Kennedy Pl,sterling.koliba@edwardjones.com,,Salesforce
10980459,Inactive Investor,Kristina Halverson,,LPL Financial LLC Diamond Bar CA 20955 Pathfinder Rd,kristina.halverson@lpl.com,,Salesforce
173998,,Andrey Kim,,[Unknown],ak@powerry.com,,Paid Social
10933904,Inactive Investor,Steven Mcgowan,,LPL Financial LLC Itasca IL 100 E Pierce Rd,steven.mcgowan@lpl.com,,Salesforce
10770955,Inactive Investor,Christopher Benchik,Private Client Advisor,J.P. Morgan Securities LLC Long Island City NY 1051 Jackson Ave,christopher.r.benchik@jpmorgan.com,,Salesforce
9572270,,Richard Conway,,,conway@lampeconway.com,,List import
10940873,Inactive Investor,Marianne Arguelles Rojas,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10975654,Inactive Investor,Brett Freese,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brett_freese@vanguard.com,,Salesforce
227516,, -,,[Unknown],dmiller@maxconstructionservices.com,,
10984558,Inactive Investor,Darlene Lewon,,Cetera Advisors LLC Murrysville PA 3875 Franklintowne Ct,,,Salesforce
10477503,,Greeba Dawson,,,greeba.dawson@nedbankprivatewealth.com,,Web form fillout
10792254,Inactive Investor,Annette Bau,Managing Member;Shareholder,Estate & Retirement Strategies LLC,,,Salesforce
166410,,Martin Strid,,[Unknown],mstrid87@gmail.com,,Paid Social
10772761,Inactive Investor,Mark Reich,Financial Advisor,Edward Jones La Grange IL 716 W Burlington Ave,mark.reich@edwardjones.com,,Salesforce
9597349,,Christian Forsyth,,,cforsyth@financialengines.com,,List import
10759273,Inactive Investor,Richard Coleman,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marble Falls TX 101 US Hwy 281",richard_colemanjr@ml.com,,Salesforce
220690,,ABDELTIF ARRAISS,,[Unknown],arraiss.abdeltif@hotmail.fr,,Organic Search
10813021,Inactive Investor,Lawrence Singer,,"ValMark Securities, Inc. Livingston NJ 354 Eisenhower Pkwy",,,Salesforce
11174493,Inactive Investor,Betty Bouley,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,betty.buzzell@edwardjones.com,,Salesforce
9554447,,Andrew Bloom,,,abloom@wundernet.com,,List import
11241071,,Basten Ranto Nababan,,,ranger1.basten@gmail.com,085246453751,Web Form Fillout
10772270,Inactive Investor,Rolando Handal,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",rolando.handal@ml.com,,Salesforce
11240096,,[Unknown],,,jm@801westllc.com,,Web form fillout
11232421,Inactive Investor,Andrea Asiala,,PFS Investments Inc.,,,Salesforce
11003414,Inactive Investor,Grant Escobar,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,grant.escobar@jpmorgan.com,,Salesforce
9571128,,Paul Accardi,,,paccardi@globalcreditadvisers.com,,List import
9611324,,ADAM MARCUS,,,marcusadamj10@gmail.com,,List import
11064209,Inactive Investor,Seth Wormley,Financial Advisor,Edward Jones Joliet IL 2730 Caton Farm Rd,seth.wormley@edwardjones.com,,Salesforce
11304229,Inactive Investor,Cameron Babcock,,"EverSource Wealth Advisors, LLC Scottsdale AZ 8753 E Bell Rd",,,Salesforce
11204166,Inactive Investor,Gordon Baker,,"The Leaders Group, Inc.",,,Salesforce
9594924,,Annie Mccauley,,,amccauley@sequoia-financial.com,,List import
11178771,Inactive Investor,Thomas Rizzocascio,Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",thomas.rizzocascio@wfafinet.com,,Salesforce
10510811,,Tanuj Dora,Head of ETF Capital Markets,PIMCO,tanuj.dora@pimco.com,,List Import
343248,,Brad Brautigam,"CFO, CCO",Prmim,bbrautigam@prmortgageinvestment.com,215-360-3800,Manual List Upload
10489336,,John Kever,Managing Director - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.kever@ubs.com,469-440-0603,List Import
10946521,Inactive Investor,Becky Lightman,Founder;Managing Member,"Banyan Global Investment Advisors, LLC",,,Salesforce
10949031,Inactive Investor,Peter Faust,Wealth Advisor,"Tanglewood Total Wealth Management, Inc.",pfaust@tanglewoodwealth.com,,Salesforce
11081547,Inactive Investor,Emily Mierzwa,,"Osaic Wealth, Inc. Fredonia NY 35 E Main St",,,Salesforce
338681,,Peter Arnole,,[Unknown],parnold011@gmail.coom,,source
10838376,Inactive Investor,John Diak,Partner;Principal;Wealth Advisor,"Oatley & Diak, LLC. Englewood CO 7887 E Belleview Ave",jdiak@oatleydiak.com,,Salesforce
10820092,Inactive Investor,Lauren Dowdy,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",,,Salesforce
10987323,Inactive Investor,Byron Hamm,,Thrivent Investment Management Inc. Lancaster PA 7 Meadow Ln,byron.hamm@thrivent.com,,Salesforce
11015580,Inactive Investor,Aaron Singleton,,"Allstate Financial Services, LLC Kokomo IN 3811 Southland Ave",aaronsingleton@allstate.com,,Salesforce
10925270,Inactive Investor,Jakob Hart,,NYLIFE Securities LLC Sarasota FL 2639 Fruitville Rd,jhart1@ft.newyorklife.com,,Salesforce
10959949,Inactive Investor,William Marquez,,J.P. Morgan Securities LLC Peoria AZ 8366 W Thunderbird Rd,,,Salesforce
9581700,,Laura Palacios,,,lpalacios@signatureny.com,,List import
215442,,Michael Andersson,,[Unknown],me@michaelandersson.se,,
154707,,Stefano Timpano,,[Unknown],stefanotimpano@icloud.com,,Organic Search
11050823,Inactive Investor,Kimberly Varnadore,,State Farm VP Management Corp. Mount Dora FL 17941 US Hwy 441,kim.varnadore.pbc7@statefarm.com,,Salesforce
10826425,Inactive Investor,John Connealy,,LPL Financial LLC Lincoln NE 9060 Andermatt Dr,john.connealy@lpl.com,,Salesforce
10523754,,Roger Z,,,rogerzhng@gmail.com,,Web Form Fillout
10847322,Inactive Investor,Chad Hyllested,,"Parkland Securities, LLC Colorado Springs CO 1425 N Union Blvd",,,Salesforce
10765276,Inactive Investor,Gregory Stanwood,,Morgan Stanley Chicago IL 233 S Wacker Dr,gregory.stanwood@morganstanley.com,,Salesforce
11150056,Inactive Investor,Peri Tharp,Financial Advisor,Edward Jones Canby OR 190 N Douglas St,peri.tharp@edwardjones.com,,Salesforce
10810784,Inactive Investor,Lida Alonso,,Morgan Stanley Houston TX 717 Texas St,lida.joyce.v.alonso@morganstanley.com,,Salesforce
10978170,Inactive Investor,Alan Rodriguez,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",alan.rodriguez@nm.com,,Salesforce
227610,, -,,[[Unknown]],mikki@swi.org,,Organic Search
10874862,Inactive Investor,Nathaniel Brines,Financial Advisor,Edward Jones Mount Carmel IL 219 W 9th St,nathan.brines@edwardjones.com,,Salesforce
10978041,Inactive Investor,Yi Sun,,Edward Jones Bellevue WA 1020 108th Ave NE,,,Salesforce
10865986,Inactive Investor,Jason Codrea,,LPL Financial LLC Westerville OH 141 W Schrock Rd,jason.codrea@lpl.com,,Salesforce
11062660,Inactive Investor,Kari Taylor,,State Farm VP Management Corp. Des Moines IA 554 28th St,karitaylor@statefarm.com,,Salesforce
11083203,Inactive Investor,John Wyatt,,"Concourse Financial Group Securities, Inc. Overland Park KS 7500 College Blvd",john.wyatt@concoursefinancial.com,,Salesforce
10960613,Inactive Investor,Dustin Price,,Perella Weinberg Partners LP,dprice@pwpartners.com,,Salesforce
11093476,Inactive Investor,Jeffrey Tipton,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Kansas City MO 700 W 47th St",jeff.tipton@schwab.com,,Salesforce
10794126,Inactive Investor,Michael Lee,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10923068,Inactive Investor,David Larsen,,"First Command Brokerage Services, Inc. Pensacola FL 180 N Palafox St",dblarsen@firstcommand.com,,Salesforce
11065820,Inactive Investor,Andrew Parsons,Chief Compliance Officer;Director - Investment Operations,Corrigan Financial Inc,aparsons@corriganfinancialinc.com,,Salesforce
10987739,Inactive Investor,Robert Filshie,Financial Professional Associate,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",robert.filshie@prudential.com,,Salesforce
9561696,,Robert -,,,drrobedpsych@gmail.com,,List import
11116964,Inactive Investor,Rommel Ver,,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",rommel.ver@prudential.com,,Salesforce
11272056,Inactive Investor,Nick Loeffelman,,Citrine Capital,nick@citrinecapitaladvisors.com,415-494-8262,Salesforce
10798569,Inactive Investor,David Sands,Financial Advisor,Edward Jones Ligonier IN 902 Lincolnway S,david.sands@edwardjones.com,,Salesforce
10992231,Inactive Investor,Alexander Cohen,,Standard Chartered Securities North America LLC,,,Salesforce
9549936,,mark meland,,,mmeland@ffmp.ca,,List import
10975954,Inactive Investor,Alvin Ly,Analyst;Assistant Portfolio Manager,"Bison Capital Advisors, LLC",alvin@bisoncapadvisors.com,,Salesforce
10872963,Inactive Investor,Albert Hicks,,"Allstate Financial Services, LLC Houston TX 2200 Nasa Pkwy",alberthicks@allstate.com,,Salesforce
9555307,,Steven Boero,,,steven.boero@lpl.com,,List import
10941870,Inactive Investor,Margaret McLaughlin,,"Wells Fargo Advisors Financial Network, LLC Chicago IL 10 S Wacker Dr",,,Salesforce
10695010,,[Unknown],,,jaimegarcia0205@gmail.com,,Web Form Fillout
10773649,Inactive Investor,William Meyer,Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10959623,Inactive Investor,Cameron Mcginness,,"Allstate Financial Services, LLC Everett WA 5208 S 2nd Ave",,,Salesforce
9549793,,Jordan Rubin,,,jr@eminencecapital.com,,List import
10821478,Inactive Investor,Liberty Lee,,"Osaic Wealth, Inc. Ontario CA 4141 Inland Empire Blvd",,,Salesforce
9644361,,Roman Farcy,,,roman.farcy@yahoo.fr,,List import
11189663,Inactive Investor,Amy Pecoraro,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",amy.pecoraro@nm.com,,Salesforce
9585591,,Katherine Honey,,,katherine.honey@ncfunds.com,,List import
11065480,Inactive Investor,David Arnold,,Mutual of America Securities LLC Atlanta GA 5 Concourse Pkwy,david.arnold@mutualofamerica.com,,Salesforce
11195917,Inactive Investor,Chiahsin Ku,Private Banker,Citigroup Global Markets Inc. Costa Mesa CA 650 Town Center Dr,,,Salesforce
10831004,Inactive Investor,Zachary Myers,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11222178,,Kent Noard,,,kent@klnfg.com,,List Import
10850390,Inactive Investor,Michael Schwenk,Director;First Vice President,"RBC Capital Markets, LLC Hampton Bays NY 223 W Montauk Hwy",michael.schwenk@rbc.com,,Salesforce
11198038,Inactive Investor,Joseph Chalom,Financial Professional,PlanMember Securities Corporation Coral Springs FL 9825 W Sample Rd,,,Salesforce
11063829,Inactive Investor,Adeola Olaniyan,,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,adeola.olaniyan@primerica.com,,Salesforce
352155,,Josephine Ackerson,Plan Consultant Supervisor,"Pasi Investments, Llc",jackerson@pasiusa.com,860-284-6880,Manual List Upload
11158378,Inactive Investor,Simone Garcon,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",simone_garcon@ml.com,,Salesforce
594,,,,,JakeSkillman16754@yahoo.co.uk,,
11082075,Inactive Investor,Robert Maguire,,Maguire Investments LLC,,,Salesforce
11201676,Inactive Investor,David Marquez,Regional Vice President,PFS Investments Inc. Joliet IL 3180 Theodore St,david.marquez@primerica.com,,Salesforce
10836956,Inactive Investor,Chris Bardos,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6760 Perimeter Dr",cbardos@wfafinet.com,,Salesforce
9593059,,Thomas Griffiths,,,tom@grifco.com,,List import
9591706,,Randy Fumetti,,,rvonfumetti@riverglenwealth.com,,List import
10770836,Inactive Investor,Kim Webber,,"Stifel, Nicolaus & Company, Incorporated Bloomsburg PA 425 Market St",,,Salesforce
10980953,Inactive Investor,Jennifer Key,,"Raymond James & Associates, Inc. Sherwood AR Private Residence",jennifer.key@raymondjames.com,,Salesforce
10936576,Inactive Investor,Angelita Yanez,,PFS Investments Inc. Irving TX 800 W Airport Fwy,angelita.yanez@primerica.com,,Salesforce
10510109,,Elgin Chau,"Director, Benchmarks & Indices President, Datalinx",TMX,elgin.chau@tmx.com,,List Import
10978499,Inactive Investor,Maria Davic,,The Huntington Investment Company Hudson OH 116 W Streetsboro St,maria.davic@huntington.com,,Salesforce
11147579,Inactive Investor,Samuel Gaitan,,Morgan Stanley,,,Salesforce
10896444,Inactive Investor,Adam Jackson,Financial Advisor,Edward Jones Seymour IN 201 S Chestnut St,adam.jackson@edwardjones.com,,Salesforce
11196745,Inactive Investor,Yisell Noboa,,J.P. Morgan Securities LLC San Antonio TX 815 Evans Rd,yisell.noboa@jpmorgan.com,,Salesforce
229007,, -,,[[Unknown]],goldhawkpr@gmail.com,,Organic Search
10757992,Inactive Investor,Thomas Ganun,Financial Advisor,"Wells Fargo Clearing Services, LLC Yorktown VA 101 Amory Ln",tom.ganun@wellsfargo.com,,Salesforce
10897861,Inactive Investor,Kellie O'Hare,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",kellie.ohare@ml.com,,Salesforce
9593525,,Brian Krawez,,,brian@scharfinvestments.com,,List import
11094869,Inactive Investor,Marlina Kartawinata,Portfolio Associate,Morgan Stanley Mountain View CA 650 Castro St,marlina.kartawinata@morganstanley.com,,Salesforce
10890190,Inactive Investor,Nicholas Trudel,Financial Advisor,Edward Jones Gilford NH 28 Weirs Rd,nicholas.trudel@edwardjones.com,,Salesforce
10853006,Inactive Investor,Matthew Marone,,Mutual Trust Company of America Securities Saint Petersburg FL 4739 Central Ave,mattm@mutualtrustco.com,,Salesforce
11186670,Inactive Investor,Jesse Campbell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
177329,,David Cohen,Partner,[Unknown],david.cohen@srz.com, +1 212 756 2141,Database Upload
10844664,Inactive Investor,Louise Fleming,Financial Advisor,"Northwestern Mutual Investment Services, LLC Columbus OH 7700 Rivers Edge Dr",louise.fleming@nm.com,,Salesforce
11155763,Inactive Investor,William Roughen,Client Service Associate;Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",william.roughen@ampf.com,,Salesforce
10770416,Inactive Investor,Stuart Schott,Premier Banker,"Wells Fargo Clearing Services, LLC Palm Harbor FL 33277 US Hwy 19 N",stuart.schott@wellsfargo.com,,Salesforce
11028462,Inactive Investor,Oren Popper,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,oren_popper@glic.com,,Salesforce
10791807,Inactive Investor,Benjamin Meyer,Financial Advisor,Edward Jones Monmouth OR 193 Main St E,ben.meyer@edwardjones.com,,Salesforce
10915248,Inactive Investor,Robyn Lee,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robyn.lee@fidelity.com,,Salesforce
11029820,Inactive Investor,Curtis Chambers,,LPL Financial LLC Largo FL 285 Clearwater Largo Rd N,curtis.chambers@lpl.com,,Salesforce
11050970,Inactive Investor,Richard McElreath,Chief Compliance Officer;Director;Managing Member;President,Spring Capital Management,richard@springcapitalmanagement.com,,Salesforce
11120080,Inactive Investor,Paul Lapointe,,"CFD Investments, Inc. Potsdam NY Private Residence",paul.lapointe@cfdinvestments.com,,Salesforce
10606444,,Gerald Hendricks,"Director, Portfolio Manager","Strategas Asset Management, LLC",jhendricks@strategasasset.com,212-906-0133,
11150854,Inactive Investor,Adam Bernard,,"Cambridge Investment Research, Inc. Denver CO 730 17th St",,,Salesforce
11053411,Inactive Investor,Eric Cox,Financial Advisor,"Maryland Financial Group, Inc. Mount Pleasant SC 300 W Coleman Blvd",,,Salesforce
9614378,,Robert Williams,,,rlw0712@gmail.com,,List import
11096287,Inactive Investor,Kerry Knox,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",kerry_knox@ml.com,,Salesforce
246231,,Not Provided,Special Counsel,IRS,cchyr@yahoo.com,,Manual List Upload
11036232,Inactive Investor,Clayton Benway,,"Osaic Institutions, Inc. Minneapolis MN 120 S 6th St",,,Salesforce
7183824,,Curtis Hagan,,,curtis.victoria@icloud.com,2023868498,Web Form Fillout
161297,,Ioanna Ko,,[Unknown],ioannakontaxi6@gmail.com,,Direct
11040100,Inactive Investor,Debbie Connolly,,Morgan Stanley Wayzata MN 445 Lake St E,debbie.connolly@morganstanley.com,,Salesforce
10849744,Inactive Investor,Kevin McCauley,,"Cambridge Investment Research, Inc. Cherry Hill NJ 923 Haddonfield Rd",,,Salesforce
11106067,Inactive Investor,Jon Knapp,,"Gateway Wealth Partners, LLC Washington IL 126 Eastgate Dr",,,Salesforce
11168736,Inactive Investor,Kristopher Yarlett,Financial Advisor,Edward Jones Morristown TN 1018 W 1st North St,kris.yarlett@edwardjones.com,,Salesforce
10844921,Inactive Investor,Steven Baker,Co-Chief Investment Officer;Director;President,Investors Capital Management Inc,sbaker@investorscap.com,,Salesforce
11065280,Inactive Investor,Jonathan Johnston,,State Farm VP Management Corp. Clinton MS 402 Monroe St,jonathan.johnston.elym@statefarm.com,,Salesforce
9548739,,DeMarcus Hykes,,,dahykes91@gmail.com,,List import
194798,,Ranjith1234 Asanka,,[Unknown],ranjithasanka900@gmail.com,,source
11045399,Inactive Investor,Mallory Hall,,"Lion Street Financial, LLC Bellevue WA 500 108th Ave NE",mhall@lionstreet.com,,Salesforce
10837243,Inactive Investor,Michael Walder,,Commonwealth Financial Network Jupiter FL 725 N Hwy A1A,mwalder@commonwealth.com,,Salesforce
10810373,Inactive Investor,Jonathan Neuman,Financial Advisor,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",jonathan.neuman@wellsfargoadvisors.com,,Salesforce
11105173,Inactive Investor,John Overson,Financial Advisor,LPL Financial LLC Minneapolis MN 3140 Harbor Ln N,john.overson@lpl.com,,Salesforce
10802392,Inactive Investor,Andrew Ingeman,Branch Office Manager;Vice President - Investments,Janney Montgomery Scott LLC Stuart FL 309 SE Osceola St,aingeman@janney.com,,Salesforce
9605570,,Robert Nichols,,,rnichols814@gmail.com,,List import
11048316,Inactive Investor,Matthew Brown,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11169532,Inactive Investor,Anthony Castellano,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
120191,,Stephen Algiene,,First Western,stephen.algiene@myfw.com,,
9582666,,Joseph Harowski,,,jharowski@smartchoicefinancialplanning.com,,List import
10853726,Inactive Investor,Paul Visca,,"Cambridge Investment Research, Inc. Rochester NY 29 Goodway Dr",,,Salesforce
10894496,Inactive Investor,Philip Hogan,,"Ameritas Investment Company, LLC Shreveport LA 8848 Youree Dr",phogan@ameritas.com,,Salesforce
9567179,,Joseph Batkiewicz,,,joebat@efsadvisors.com,,List import
11094337,Inactive Investor,Madison Peterson,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
10802542,Inactive Investor,Mark Sims,,NYLIFE Securities LLC Kent WA 1851 Central Pl S,mlsims@ft.newyorklife.com,,Salesforce
10644184,,Stanko Pavlovic,,,stanko.pavlovic@lpl.com,,List Import
10793553,Inactive Investor,David Lu,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",david.g.lu@wellsfargoadvisors.com,,Salesforce
10908746,Inactive Investor,Matthew Waldman,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
11253987,Inactive Investor,Johnnie Morgan,,J.P. Morgan Securities LLC Detroit MI 12840 Dexter Ave,,,Salesforce
10387787,,Gültekin Yeşilyurt,,,gyesilyurt.38@hotmail.com,,Web Form Fillout
11186496,Inactive Investor,Amy Luckeroth,,"Osaic Wealth, Inc. Green Bay WI 2680 Vernon Dr",,,Salesforce
9579595,,Michael Keating,,,mkeating@firstrepublic.com,,List import
11025307,Inactive Investor,Steven Eklund,,AW Securities Roseville CA 1013 Galleria Blvd,,,Salesforce
10865407,Inactive Investor,Donna Brown,,"Pruco Securities, LLC. Saco ME 885 Portland Rd",donna.brown@prudential.com,,Salesforce
11074063,Inactive Investor,J Thomas Ybarbo,,J.P. Morgan Securities LLC Pearland TX 11029 Shadow Creek Pkwy,,,Salesforce
10792095,Inactive Investor,Jeffrey Newman,Chartered Financial Analyst;Family Wealth Director;Managing Director;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,jeffrey.newman@morganstanleypwm.com,,Salesforce
11152852,Inactive Investor,Scott Burack,,"Baker Tilly Capital, LLC",scott.burack@bakertilly.com,,Salesforce
11199960,Inactive Investor,Daniel Umbel,Executive Director;Financial Advisor;Resident Director;Senior Vice President;Wealth Management Advisor,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,daniel.umbel@morganstanley.com,,Salesforce
10510609,,Michael Bercovici,,AmerX,michaelzbercovici@yahoo.com,,List Import
10854943,Inactive Investor,Christopher Zappala,,LPL Financial LLC San Diego CA 4707 Executive Dr,chris.zappala@lpl.com,,Salesforce
11116537,Inactive Investor,Van Nguyen,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,van.nguyen@jpmorgan.com,,Salesforce
10954474,Inactive Investor,Megan Mills,Financial Advisor;Financial Professional,"Osaic FS, Inc. Jarrell TX Private Residence",,,Salesforce
10658940,,Stephanie Jamison,,,stephanie.jamison@valic.com,,List Import
11182249,Inactive Investor,Erika Moulton,,"Securian Financial Services, Inc.",erika.alger@securian.com,,Salesforce
9621827,,Coley Jellinghaus,,,coley.jellinghaus@addepar.com,,List import
108203,,KEVIN W,,X,kwacquisition1@gmail.com,2678887509,
11235396,Inactive Investor,William Carpenter,Financial Planner;Investment Advisor Representative;Legal Counsel,Navigation Wealth Management,bill@navwm.com,,Salesforce
10896508,Inactive Investor,Stuart Hague,Financial Advisor,Edward Jones Hughesville PA Private Residence,stuart.hague@edwardjones.com,,Salesforce
11175943,Inactive Investor,David Schlosser,,"Stifel, Nicolaus & Company, Incorporated Waukesha WI W233N2080 Ridgeview Pkwy",dschlosser@stifel.com,,Salesforce
11082965,Inactive Investor,Joshua Jordan,,Commonwealth Financial Network Huntsville AL 3330 L North Dr,jjordan@commonwealth.com,,Salesforce
11197541,Inactive Investor,Daniel Aliperti,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",daniel.aliperti@ml.com,,Salesforce
10826699,Inactive Investor,Joseph Olexa,Executive Director;Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,joseph.olexa@ms.com,,Salesforce
10858007,Inactive Investor,Jennifer Sheldon,,"Raymond James Financial Services, Inc. Arvada CO 6870 W 52nd Ave",jennifer.sheldon@raymondjames.com,,Salesforce
10996753,Inactive Investor,Mitchell Nordstrom,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",mitchell.nordstrom@raymondjames.com,,Salesforce
11171902,Inactive Investor,William Prue,Investment Advisor Representative,Commonwealth Financial Network Fort Myers FL 3949 Evans Ave,wprue@commonwealth.com,,Salesforce
9618524,,Andreas Koninis,,,akoninis@gmail.com,,List import
11158979,Inactive Investor,Mary Muse,Financial Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,jane.muse@lpl.com,,Salesforce
10961187,Inactive Investor,Carlos Lara,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,chlara@ft.newyorklife.com,,Salesforce
11171985,Inactive Investor,Leon Palmer,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,lpalmer@ft.newyorklife.com,,Salesforce
10819620,Inactive Investor,Michael Oserow,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",michael.oserow@schwab.com,,Salesforce
10765492,Inactive Investor,Darin Dewsnup,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",dewsnupd@wellsfargo.com,,Salesforce
10814854,Inactive Investor,Adam Rorrer,Corporate Retirement Director;Financial Advisor;Managing Director - Wealth Management;Senior Investment Management Consultant;Se,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,adam.rorrer@morganstanley.com,,Salesforce
9634130,,Tlelima Mahabane,,,tlelimamahabane@gmail.com,,List import
351158,,Elizabeth Byer,Client Relationship Manager,"Gm Advisory Group, Inc.",ebyer@gmadvisorygroup.com,631-227-3900,Manual List Upload
10374684,,Zyron Schoniwitz,,,zyron@me.com,,Web Form Fillout
10984014,Inactive Investor,Steven Dark,,"MML Investors Services, LLC Santa Monica CA 100 Wilshire Blvd",sdark@massmutual.com,,Salesforce
10786702,Inactive Investor,Clara Perez O'Neill,Financial Advisor;Senior Vice President - Investments,"Popular Securities, LLC San Juan 209 Ave Ponce De Leon",,,Salesforce
11089525,Inactive Investor,Michael Cear,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,mcear@pksinvest.com,,Salesforce
11088679,Inactive Investor,Matthew Wagner,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
11184268,Inactive Investor,Nicholas Arnone,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10950421,Inactive Investor,Veronica Alvarez,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10758850,Inactive Investor,Bill Mosby,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jackson MS 100 Vision Dr,rush.mosby@ubs.com,,Salesforce
11034202,Inactive Investor,Katrina Iroegbu,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,kiroegbu@primerica.com,,Salesforce
10871830,Inactive Investor,Craig Moore,Financial Advisor,Edward Jones Austin TX 7301 N Fm 620 Rd,craig.t.moore@edwardjones.com,,Salesforce
11090758,Inactive Investor,Michael Kahn,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.kahn@ubs.com,,Salesforce
10755085,Inactive Investor,Brian Hall,,"Raymond James Financial Services, Inc. Altoona PA 1200 17th St",,,Salesforce
9566003,,Nathan -,,,nathan.oconnor@voyafa.com,,List import
11128255,Inactive Investor,David Williams,Financial Advisor;Financial Planning Analyst;Portfolio Manager,Morgan Stanley Alexandria VA 333 John Carlyle St,dave.d.williams@morganstanley.com,,Salesforce
11053002,Inactive Investor,Nuzha Petro,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,npetro@ft.newyorklife.com,,Salesforce
11129946,Inactive Investor,Lashawnda Johnson,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,,,Salesforce
5232437,,alan harajli,,self employed,aharajli1@hotmail.com,3134752677,Web Form Fillout
11052289,Inactive Investor,Anthony Mescher,First Vice President,Wintrust Investments LLC Burlington WI 400 Milwaukee Ave,tmescher@wintrustwealth.com,,Salesforce
9579136,,Amadeo Pellicce,,,pellicceama@gmail.com,,List import
116948,,Mitchell Tabor,Financial Advisor,"VALIC Financial Advisors, Inc.",mitchell.tabor@valic.com,225-201-1009,
10814294,Inactive Investor,Lynnell Reese,,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",lynnell.houtman@wellsfargoadvisors.com,,Salesforce
9622496,,Bekir Karata?,,,yjbitw87@gmail.com,,List import
11096412,Inactive Investor,Christine Contursi,Senior Registered Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,christine.m.contursi@morganstanley.com,,Salesforce
10805621,Inactive Investor,Ronald Sherrill,Branch Auditor,Edward Jones Winter Garden FL Private Residence,,,Salesforce
9606855,,William Davis,,,w1prig@yahoo.com,,List import
11183812,Inactive Investor,Jose Godinez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10814759,Inactive Investor,Caroline Carpey,,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
10290758,,Michelle Bizzle,,Michelle Bizzle,michellebizzle22@gmail.com,7028011561,Web Form Fillout
10962790,Inactive Investor,Samuel Olson,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
10840553,Inactive Investor,Benjamin Fair,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",ben.fair@raymondjames.com,,Salesforce
10978497,Inactive Investor,Kristin Holbrook,Client Service Representative,"Citizens Securities, Inc. Rochester NY 2833 W Ridge Rd",kristin.holbrook@ccoinvest.com,,Salesforce
238654,,lise06@sbcglobal.net Lutz,,[Unknown],lise06@sbcglobal.net,,Direct
9555695,,John Williams,,,jmw@williamsinsuranceservices.com,,List import
9641513,,qingrong tian,,,tianqingrong1983@gmail.com,,List import
371632,,Greg Hawthorne,,United States,greg.hawthorne@gmail.com,,Salesforce
10787553,Inactive Investor,Gregory Pharris,Financial Advisor,Edward Jones Forney TX 108 S Bois D Arc St,greg.pharris@edwardjones.com,,Salesforce
9612544,,Oscar Palmer,,,opalmer@lpcfunds.com,,List import
9551509,,Norbert Mocan,,,coolo1188@gmail.com,,List import
337825,,Kurt Canning,Shareholder,Hutchins Canning & Company Pa,kurtc@obxcpa.com,252-261-1040,Manual List Upload
218037,,Mubarak Ali,,[Unknown],alimubaraq25@gmail.com,,
10851734,Inactive Investor,Zhen Liu,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",zhen.liu@ml.com,,Salesforce
10986709,Inactive Investor,Sean Nicholson,,Janney Montgomery Scott LLC Atlanta GA 1475 Peachtree St NE,snicholson@janney.com,,Salesforce
11065767,Inactive Investor,Paul Marcus,Chief Executive Officer;President,"Marcus Capital Management, Inc.",,,Salesforce
11064704,Inactive Investor,John Lawlor,Financial Advisor,Edward Jones Bridgeton MO 12183 Saint Charles Rock Rd,john.lawlor@edwardjones.com,,Salesforce
248903,,Jaime Maluk,Partner,Bicentenario Capital,jmv@bicentenario.capital,,Manual List Upload
11085902,Inactive Investor,Steven Vela,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",steven.a.vela@ml.com,,Salesforce
9636912,,Sean Lawless,,,sean.lawless@arschmeidler.com,,List import
10919833,Inactive Investor,Kate Hurley,,"Northwestern Mutual Investment Services, LLC",katehurley@northwesternmutual.com,,Salesforce
10962752,Inactive Investor,Adam Rainier,,LPL Financial LLC San Diego CA 4707 Executive Dr,adam.rainier@lpl.com,,Salesforce
10809155,Inactive Investor,Benjamin Krculic,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10940963,Inactive Investor,David Madway,,"Spire Securities, LLC Osprey FL 412 S Tamiami Trl",david.madway@spireip.com,,Salesforce
9580535,,robert lebel,,,robert_lebel@sbcglobal.net,,List import
11066949,Inactive Investor,Joel Hunter,Wealth Advisor,"Kovitz Investment Group Partners, LLC",jh@kovitz.com,,Salesforce
11131022,Inactive Investor,Jonathan Babineau,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",jonathan.babineau@ml.com,,Salesforce
10945076,Inactive Investor,Chase Daknis,,LPL Financial LLC Newport News VA 701 Town Center Dr,chase.daknis@lpl.com,,Salesforce
10907335,Inactive Investor,Michael Thompson,Managing Member;Principal,Thompson Financial LLC,mike@thompsonfinancialllc.com,,Salesforce
10794089,Inactive Investor,Brutus Gorum,,PFS Investments Inc. Nanuet NY 111 Main St,brutus.gorum@primerica.com,,Salesforce
9591967,,Richard Gregory,,,richard.gregory@lpl.com,,List import
11141209,Inactive Investor,Morgan Tarr,Director - Advisory Services,"Delegate Advisors, LLC Chapel Hill NC 1335 Environ Way",morgan@delegateadvisors.com,,Salesforce
9127818,,Gabe Lipton-Galbraith,,,gabriel.liptongalbraith@gmail.com,,List Import
10897207,Inactive Investor,Nicholas Zaccardi,,"Raymond James & Associates, Inc. Burlington MA 20 Mall Rd",nicholas.zaccardi@raymondjames.com,,Salesforce
11006433,Inactive Investor,Thomas Newman,,State Farm VP Management Corp. Lovell WY 59 E Main St,tom.newman.tb38@statefarm.com,,Salesforce
9551841,,Stephen Smith,,,stephen.smith2@lfg.com,,List import
10796661,Inactive Investor,Robert Lemaster,Financial Advisor,Edward Jones Florence SC 305 2nd Loop Rd,robert.lemaster@edwardjones.com,,Salesforce
162680,,Viktor Grad,,[Unknown],yousmartpc@gmail.com,,Other
10995401,Inactive Investor,Brandon Beatty,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,babeatty@ft.newyorklife.com,,Salesforce
11068185,Inactive Investor,Barry Oxton,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 900 Long Lake Rd",barry.l.oxton@ampf.com,,Salesforce
10912763,Inactive Investor,Ryan Mitchell,Wealth Advisor,"Buckingham Strategic Wealth, LLC Denver CO 1601 Wewatta St",rfmitchell@buckinghamgroup.com,,Salesforce
9558561,,Thomas Toro,,,thomas.toro@gmx.de,,List import
9626812,,Rafeek A Razak,,,rafe.ar3@gmail.com,,List import
10818545,Inactive Investor,Latifa Kolarevic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 2523 Albany Ave",latifa.kolarevic@ml.com,,Salesforce
11060358,Inactive Investor,William Atchley,,NYLIFE Securities LLC Lubbock TX Private Residence,watchley@ft.newyorklife.com,,Salesforce
11206726,Inactive Investor,Michael Riffel,,LPL Financial LLC Highland IL 104 Executive Dr,michael.riffel@lpl.com,,Salesforce
10769199,Inactive Investor,Kelly Walsh,Associate Complex Manager;First Vice President - Wealth Management,Morgan Stanley New Brunswick NJ 120 Albany St,kelly.walsh@morganstanley.com,,Salesforce
11042247,Inactive Investor,David Huntington,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",david.huntington@ml.com,,Salesforce
11138189,Inactive Investor,Craig Lowrie,Financial Advisor,Edward Jones Lebanon PA 2120 Cornwall Rd,craig.lowrie@edwardjones.com,,Salesforce
11051748,Inactive Investor,Douglas Stankey,,PFS Investments Inc. Harbor Springs MI 8468 M 119,douglas.stankey@primerica.com,,Salesforce
9609476,,Xaver Hirschli,,,xaver.hirschli@web.de,,List import
11058491,Inactive Investor,Annaise Swearingen,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10910539,Inactive Investor,Michel Tenaglia,Financial Advisor;Investment Advisor,"VIMA, LLC",,,Salesforce
10779916,Inactive Investor,Jon Steele,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",jon_t_steele@ml.com,,Salesforce
11234507,Inactive Investor,Joseph Fire,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10787064,Inactive Investor,Chris Landis,,PNC Investments Dayton OH 312 N Patterson Blvd,chris.landis@pnc.com,,Salesforce
11130437,Inactive Investor,George Lares,,Cetera Advisor Networks LLC Englewood CO 5655 S Yosemite St,,,Salesforce
11151400,Inactive Investor,Richard Ewel,,"Osaic Wealth, Inc. Buffalo NY 5 Limestone Dr",,,Salesforce
9563563,,Leonardo Chang,,,lsusatyo@yahoo.com,,List import
10645787,,Scott Pulkrabek,,,scott.m.pulkrabek@jpmorgan.com,,List Import
11038989,Inactive Investor,Patrick Wiese,Chief Operating Officer;Principal,"Kovitz Investment Group Partners, LLC Chicago IL 115 S la Salle St",pwiese@kovitz.com,,Salesforce
10850429,Inactive Investor,Thomas O'Connor,,"Keel Point Capital, LLC",toconnor@keelpoint.com,,Salesforce
10766687,Inactive Investor,Emily Sporrer,,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",emily.sporrer@wellsfargoadvisors.com,,Salesforce
11093201,Inactive Investor,Erin Schwan,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10809077,Inactive Investor,Charles Dudley,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",charlesw.w.dudley@wellsfargoadvisors.com,,Salesforce
10897412,Inactive Investor,Aaron Hessel,,Cetera Advisor Networks LLC Lake Oswego OR 17040 Pilkington Rd,,,Salesforce
10907952,Inactive Investor,Vanessa Ormiston,,J.P. Morgan Securities LLC West Covina CA 2800 E Workman Ave,vanessa.ortegagalvan@jpmorgan.com,,Salesforce
11211105,Inactive Investor,Leslie Tyler,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",leslie.tyler@wellsfargoadvisors.com,,Salesforce
10904608,Inactive Investor,Mark Edwards,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.edwards@fidelity.com,,Salesforce
159056,,JD Moran,,[Unknown],jdmoran01@outlook.com,,
11128496,Inactive Investor,Scott Stasik,,"Equitable Advisors, LLC Saginaw MI 4800 Fashion Square Blvd",scott.stasik@equitable.com,,Salesforce
10888003,Inactive Investor,Kyle Sleeman,,The Huntington Investment Company Vernon MI Private Residence,kyle.a.sleeman@huntington.com,,Salesforce
11180605,Inactive Investor,Brie Steingarten,,Mutual of America Securities LLC,brie.steingarten@mutualofamerica.com,,Salesforce
9577677,,Ioakeim Rantzoglou,,,rantzo1970@gmail.com,,List import
11283967,,Jim Kekobad,,,jimkekobad@gmail.com,,Web Form Fillout
10875622,Inactive Investor,Robert Miller,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",robert-lax.miller@lfg.com,,Salesforce
227204,, -,,[[Unknown]],edwardstuckey@gmail.com,,
10715415,,Nathan Phillips,,,nrphillips1851@gmail.com,,Web Form Fillout
11238307,Inactive Investor,Steven Albert,,Glass Jacobson Wealth Advisors,steven.albert@glassjacobson.com,,Salesforce
11235457,Inactive Investor,Jason Alicea,Vice President;Wealth Advisor,Farther Bronx NY Private Residence,,,Salesforce
11238399,Inactive Investor,Zachary Flynn,,Penwood Real Estate Investment Management LLC,zachary.flynn@penwoodre.com,,Salesforce
9644203,,Andrew Wurdeman,,,andrew.wurd@gmail.com,,List import
9569857,,Joohan Chang,,,joohan@verniercapital.com,,List import
11211034,Inactive Investor,Rickie Derks,Financial Advisor,Thrivent Investment Management Inc. Duluth MN 2711 W Superior St,rickie.derks@thrivent.com,,Salesforce
10892038,Inactive Investor,Nicholas Schilling,Chief Executive Officer;Founder;Managing Member,"Avant Wealth Management, LLC",nick@avantwealthmgmt.com,,Salesforce
9604210,,sal chea,,,radagsfgsd678@gmail.com,,List import
10843879,Inactive Investor,Laurence Claudia,,Commonwealth Financial Network Cortland NY 165 Main St,lclaudia@commonwealth.com,,Salesforce
371231,,George Dennis,,[Unknown],georgedennisusa@gmail.com,,source
10833183,Inactive Investor,Ashleigh McKimmie,,"Truist Investment Services, Inc.",ashleigh.mckimmie@truist.com,,Salesforce
11080468,Inactive Investor,Stephanie Bennett,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Pasadena CA 301 N Lake Ave,sbennett@dadco.com,,Salesforce
340749,,Laura Sherman,Director,"Capital Management Services, Inc.",laura@cmsadvisor.com,636-207-5829,Manual List Upload
10880782,Inactive Investor,Laurel Steward,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Member;Vice President,"Mattson Financial Services, LLC",lsteward@mattsoncompanies.com,,Salesforce
47340,,Kelly Sandro,,Blueprint Wealth Management,ksandro@paradyfinancial.com,352-674-3911,
9590151,,Robert Hunter,,,rmhunter1@gmail.com,,List import
11102367,Inactive Investor,Justin Anderson,President;Secretary;Treasurer;Vice President,Anderson Griggs Investments,,,Salesforce
4974428,,Fas das,,,likaca6867@24rumen.com,,Web Form Fillout
10913167,Inactive Investor,Jesse Kimmel,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11091326,Inactive Investor,Robert Arwood,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,,,Salesforce
348163,,Neil Folger,"Director, Vice Chairman","Folger Nolan Fleming Douglas Capital Management, I",nfolger@fnfd.com,202-626-5220,Manual List Upload
10832632,Inactive Investor,Jeffrey Carney,,PNC Investments Sheffield Lake OH 5455 Detroit Rd,jeffrey.carney@pnc.com,,Salesforce
10830099,Inactive Investor,Joseph Snouffer,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,jaysnouffer@janney.com,,Salesforce
11084072,Inactive Investor,Albert Kraus,Team Leader,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10858622,Inactive Investor,John Nagle,Chief Investment Officer;Partner,Kavar Capital Partners,john@kavarcapital.com,,Salesforce
11233062,Inactive Investor,Nikita Adhikari,,"Wells Fargo Clearing Services, LLC Oakland CA 151 40th St",,,Salesforce
10799901,Inactive Investor,Andrew Burns,,Key Investment Services LLC Brunswick ME 172 Maine St,andrew_burns@keybank.com,,Salesforce
11091598,Inactive Investor,Ryan Hudson,,State Farm VP Management Corp. Gainesville GA 475 Dawsonville Hwy,,,Salesforce
10883741,Inactive Investor,Andrew Jacobson,Senior Vice President;Wealth Advisor,"SteelPeak Wealth, LLC",andrew.jacobson@spwm.com,,Salesforce
10963278,Inactive Investor,Albert Fu,,NYLIFE Securities LLC Houston TX 10350A Westpark Dr,afu01@ft.newyorklife.com,,Salesforce
9599005,,George Benish,,,george@linkedin.com,,List import
11202490,Inactive Investor,Tamra Zubik,,PFS Investments Inc. San Jose CA 3031 Tisch Way,tamra.zubik@primerica.com,,Salesforce
11044842,Inactive Investor,Harry Robinson,Financial Consultant,Thrivent Investment Management Inc. Vero Beach FL Private Residence,harry.robinson@thrivent.com,,Salesforce
10788177,Inactive Investor,Craig Cohen,Executive Director;Investment Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,craig.cohen@jpmorgan.com,,Salesforce
11140244,Inactive Investor,Guadalupe Lucatero,,J.P. Morgan Securities LLC Moreno Valley CA 22950 Towngate Blvd,guadalupe.lucatero@jpmorgan.com,,Salesforce
11048350,Inactive Investor,George Khalsa,,LPL Financial LLC Sterling VA 904 Old River Way Ct,george.khalsa@lpl.com,,Salesforce
10981846,Inactive Investor,Matthew Karakaedos,,"Allstate Financial Services, LLC Philadelphia PA 5235 Ridge Ave",mkarakaedos@allstate.com,,Salesforce
10954135,Inactive Investor,Idelis Matias Gowen,,Vanguard Marketing Corporation,idelis_matias-gowen@vanguard.com,,Salesforce
9566793,,John Wilson,,,jwilson@trinitycapitol.com,,List import
10794725,Inactive Investor,Michael Warin,,"Avantax Investment Services, Inc. Monroe Township NJ Private Residence",warinm@myavantax.com,,Salesforce
9563071,,Eric Birnbaum,,,eric.birnbaum@fmr.com,,List import
11124113,Inactive Investor,Melissa Budnik,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",melissa.budnik@ml.com,,Salesforce
11003114,Inactive Investor,Jamee Shinn,Financial Advisor,Edward Jones Windham ME 778 Roosevelt Trl,jamee.shinn@edwardjones.com,,Salesforce
209040,,Nic Carter,,[[Unknown]],nic@castleisland.vc,,Direct
11103502,Inactive Investor,Mark Crawford,Chief Compliance Officer;Managing Member;Owner,"Crawford Asset Management, LLC",,,Salesforce
10917872,Inactive Investor,Judith Ledvinka,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,jledvinka@lincolninvestment.com,,Salesforce
10773427,Inactive Investor,Monica Baldwin,,"Raymond James Financial Services, Inc. Longmont CO 600 Kimbark St",monica.baldwin@raymondjames.com,,Salesforce
10773212,Inactive Investor,Kathleen McKee,,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",,,Salesforce
238609,,charlesroa@gmail.com roa,,[Unknown],charlesroa@gmail.com,,Direct
11012966,Inactive Investor,Michael Enwezor,Compliance Officer,Founders Financial Securities LLC,menwezor@foundersfinancial.com,,Salesforce
11115721,Inactive Investor,Lisa Hane,,"Truist Investment Services, Inc. Silver Spring MD 3876 International Dr",lisa.hane@truist.com,,Salesforce
10823460,Inactive Investor,Floyd Green,Chief Compliance Officer;Chief Executive Officer;President,"Floyd Green Financial Services, Inc.",floydgreen@fgfservices.com,,Salesforce
9632290,,john macneille,,,john.macneille@verizon.net,,List import
10892083,Inactive Investor,Christopher Hall,Financial Advisor,Edward Jones Greenville SC 880 S Pleasantburg Dr,chris.hall@edwardjones.com,,Salesforce
10819794,Inactive Investor,James Mackintosh,,"Empower Financial Services, Inc Malvern PA Private Residence",james.mackintosh@gwrs.com,,Salesforce
11144408,Inactive Investor,Welford Farmer,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",stuart.farmer@truist.com,,Salesforce
11037156,Inactive Investor,Maxwell Cuenca,,J.P. Morgan Securities LLC Seattle WA 1201 3rd Ave,maxwell.cuenca@jpmorgan.com,,Salesforce
11150054,Inactive Investor,Eric Scheffler,Financial Advisor,Edward Jones Lockport NY 3976 Lockport Olcott Rd,eric.scheffler@edwardjones.com,,Salesforce
11012233,Inactive Investor,Manuel De Bernardo,,"Allstate Financial Services, LLC Boca Raton FL 2884 N Federal Hwy",manuelde-bernardo@allstate.com,,Salesforce
11052747,Inactive Investor,Margot Davis,Financial Advisor,Dynamic Wealth Advisors,margot.davis@dynamicwealthadvisors.com,,Salesforce
9560845,,Ryan Williams,,,rjwill703x@gmail.com,,List import
10700861,,عرفان جلالی,,,erfan90091106@gmail.com,,Web form fillout
10874970,Inactive Investor,Philip Mitchell,Financial Advisor,Edward Jones Joplin MO 1801 W 32nd St,philip.mitchell@edwardjones.com,,Salesforce
11147992,Inactive Investor,Thomas Biren,,NYLIFE Securities LLC Broomfield CO 370 Interlocken Blvd,tabiren@ft.newyorklife.com,,Salesforce
9564814,,Christopher Kubert,,,ckubert@ewmadvisors.com,,List import
11112687,Inactive Investor,Kathleen Benbrook Reilley,,"Empower Financial Services, Inc Auburn MA Private Residence",kathleen.benbrook-reilley@empower.com,,Salesforce
232571,, -,,[[Unknown]],matthew-myers@hotmail.com,,
11181354,Inactive Investor,Brandon Cardarelli,,LPL Financial LLC Marlborough MA 11 Apex Dr,brandon.cardarelli@lpl.com,,Salesforce
11059226,Inactive Investor,Samantha Anderson,,"Bankers Life Securities, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",samantha.anderson@bankerslife.com,,Salesforce
370833,,Johnny Emang,,United States,phanaiaan8@gmail.com,,Salesforce
63350,,Ferdinand Capulong,,"Transamerica Financial Advisors, Inc",ferdinand.capulong@transamerica.com,702-462-5786,
9566118,,Robert Hutchinson,,,rh512sends@yahoo.com,,List import
10997775,Inactive Investor,Amanda Scribner,,Edward Jones North Richland Hills TX 8205 Mid Cities Blvd,amanda.scribner@edwardjones.com,,Salesforce
7155354,,ALi MANSUR,,,alimunsur151@gmail.com,,Web Form Fillout
10615402,,Lisa Zarro,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager",,lisa.j.zarro@morganstanley.com,,List Import
11143717,Inactive Investor,Anthony Soriano,,"Farmers Financial Solutions, LLC Temple City CA 9521 Las Tunas Dr",asoriano1@farmersagent.com,,Salesforce
10955447,Inactive Investor,Emil Grigoryan,,J.P. Morgan Securities LLC Los Angeles CA 7833 W Sunset Blvd,emil.grigoryan@chase.com,,Salesforce
9639986,,Michael Douglass,,,mdouglass@gerbertaylor.com,,List Import
11050044,Inactive Investor,Darin Simonian,Owner,"Alpha Cubed Investments, LLC",,,Salesforce
11171136,Inactive Investor,Robert Skinner,Co-Chief Executive Officer;Founding Partner,"IEQ Capital, LLC",rskinner@ieqcapital.com,,Salesforce
11208566,Inactive Investor,Kevin Schmutz,Member;Partner,"Sheehan Financial Advisors, LLC",,,Salesforce
340508,,John Carter,Member-manager,"Carter-haston Investment Partners Ii Gp, Llc",jcarter@carterhaston.com,615-279-9200,Manual List Upload
5561666,,Devorah Albarran,,,devorahalbarran21@gmail.com,,Web Form Fillout
9639902,,Tricia Kroutil,,,tkroutil@lkcm.com,,List import
11078382,Inactive Investor,Mark Flannery,,"Grove Point Investments, LLC Chanhassen MN 7925 Stone Creek Dr",mflannery@hbeckinc.com,,Salesforce
9620492,,Byron Walker,,,byron.walker@rbc.com,,List import
9636481,,Michael Newlander,,,michael@gllinvestors.com,,List import
10898115,Inactive Investor,Dilda Dalvi,Chief Compliance Officer,"Harrell Investment Partners, LLC",dee@harrellpartners.com,,Salesforce
10966451,Inactive Investor,Spencer Cole,,"FinTrust Brokerage Services, LLC",scole@fintrustadvisors.com,,Salesforce
9640404,,Jim Cao,,,jim@proveniocapital.com,,List import
9633611,,Rabi Baloch,,,rabibaloch@gmail.com,,List import
11170079,Inactive Investor,Sheronne King,,"First Command Brokerage Services, Inc. Las Vegas NV 500 N Rainbow Blvd",sking1@firstcommand.com,,Salesforce
10763713,Inactive Investor,Marilee Wieland,Financial Advisor,"Wells Fargo Clearing Services, LLC",marilee.wieland@wellsfargoadvisors.com,,Salesforce
11197442,Inactive Investor,Michael Luftman,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10909876,Inactive Investor,Alexander Berman,Chief Compliance Officer;Founder;Managing Director;Managing Member,BAIS Enterprise,,,Salesforce
11085084,Inactive Investor,Chad Gordon,Chief Compliance Officer;Managing Member;Wealth Advisor,Greenstar Advisors,,,Salesforce
10590367,,Jimmy Tong,,,jeanstang@gmail.com,,Web Form Fillout
11162476,Inactive Investor,Kaelene Wong,Financial Advisor,LPL Financial LLC Kaneohe HI Private Residence,kaelene.wong@lpl.com,,Salesforce
10840069,Inactive Investor,Daniel McDuffie,,PFS Investments Inc. Winston Salem NC 3540 Vest Mill Rd,daniel.mcduffie@primerica.com,,Salesforce
11073278,Inactive Investor,Steven Goodman,Chairman Emeritus,"Goodman Advisory Group, LLC",sgoodman@goodmanadv.com,,Salesforce
10964885,Inactive Investor,Tana Hausch,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",tana.hausch@tfaconnect.com,,Salesforce
9580449,,Peter Taft,,,ptaft@pksinvest.com,,List import
9569634,,Arnulfo Chavez,,,achavez@chatizcapital.com,,List import
10843626,Inactive Investor,Michael Malvin,Chief Compliance Officer;Chief Executive Officer;President,"Decision Investments, Inc.",michaelmalvin@decisioninvestments.com,,Salesforce
9563801,,Alex Johnson,,,apsj2019@gmail.com,,List import
10853001,Inactive Investor,Matthew Schmitz,Financial Advisor,Edward Jones Saint Louis MO 13100 Manchester Rd,matt.schmitz@edwardjones.com,,Salesforce
10906518,Inactive Investor,Emile Habayeb,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,emile.habayeb@morganstanley.com,,Salesforce
9544293,,Paresh Vadavia,,,paresh.vadavia1@gmail.com,,List import
10878496,Inactive Investor,Penny Gordon,Senior Financial Advisor,"First Horizon Advisors, Inc. Key Largo FL 35 Ocean Reef Dr",penny.gordon@firsthorizon.com,,Salesforce
10798866,Inactive Investor,Charmaine Minard,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,charmaine.minard@ubs.com,,Salesforce
9594202,,Dennis Hill,,,dennis.hill@gmail.com,,List import
9605540,,W. Byron McClennen,,,bmcclennen@brinkercapital.com,,List import
10807358,Inactive Investor,Kimberly Heffernan,,LPL Financial LLC Herndon VA 200 Spring St,kimberly.heffernan@lpl.com,,Salesforce
10938685,Inactive Investor,Benjamin Link,Financial Advisor;Senior Vice President,LPL Financial LLC Greensboro NC 701 Green Valley Rd,benjamin.link@lplfinancial.com,,Salesforce
225698,, -,,[[Unknown]],brucecowen1@gmail.com,,Initial Salesforce Import
10753634,Inactive Investor,Austin Merriam,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",austin.merriam@ml.com,,Salesforce
333020,,Mike Silane,,"21 West Wealth Management, LLC",mikesilane@21westwm.com,,
9556937,,Joel Bickmore,,,joel.bickmore@suntrust.com,,List import
11114270,Inactive Investor,Gerstine Competente,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,gcompetente@primerica.com,,Salesforce
11172790,Inactive Investor,Matthew Harrigan,,Vanguard Marketing Corporation,matthew_harrigan@vanguard.com,,Salesforce
10943144,Inactive Investor,Carson Wright,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10781146,Inactive Investor,William Nolan,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Villa Park CA 17769 Santiago Blvd",william.nolan@uboc.com,,Salesforce
9617620,,Thomas Vo,,,tvo@wppartners.com,,List import
9560753,,Luke McIlwee,,,lwmcilwee@gmail.com,,List import
3429262,,Najma bibi Najma bibi,,,najmabibistl8066@gmail.com,,Web Form Fillout
141854,,James Betzig,"Chief Executive Officer, Partner","TrinityPoint Wealth, LLC",jbetzig@trinitypointwealth.com,203-693-8525,Manual List Upload
10979430,Inactive Investor,Ian Prymak,Wealth Manager,"Campbell Wealth Management, Inc.",ian@campbellwealth.com,,Salesforce
10928672,Inactive Investor,Travis Rehberg,Financial Advisor,Edward Jones Georgetown TX 1015 W University Ave,travis.rehberg@edwardjones.com,,Salesforce
10833285,Inactive Investor,Stewart Hawkins,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,stewart.hawkins@primerica.com,,Salesforce
10935213,Inactive Investor,James McGlone,,"Osaic Wealth, Inc. Lancaster OH 804 W Fair Ave",,,Salesforce
11103511,Inactive Investor,Sandeep Varma,Managing Member;President;Regulatory Contact,ATS Wealth Management San Diego CA 9710 Scranton Rd,sandeep.v@atsfinancial.com,,Salesforce
9581378,,Alex Lee,,,alex_lkf@hotmail.com,,List import
11209456,Inactive Investor,William Harnisch,Chief Executive Officer;Chief Investment Strategist;Managing Member,Peconic Partners LLC,wharnisch@peconic.com,,Salesforce
203087,,Nathan Kobland,,[Unknown],nate.kobland@gmail.com,,
10933824,Inactive Investor,Gerald James,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,gerald.james@primerica.com,,Salesforce
10939997,Inactive Investor,Deerl Brock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
233340,, -,,[[Unknown]],jungbeeman@gmail.com,,Direct
11233483,Inactive Investor,Braeden Heidemann,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11160553,Inactive Investor,John Hamilton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11170785,Inactive Investor,Donna Robertson,,PFS Investments Inc. Lake Charles LA 1333 Oak Park Blvd,donna.robertson@primerica.com,,Salesforce
11167081,Inactive Investor,Brent McDonald,,Cetera Advisor Networks LLC Hickory NC 1333 2nd St NE,,,Salesforce
9616410,,Christopher Calicott,,,christopher@tvp.fund,,List import
11059724,Inactive Investor,Brian Lescinskas,,NYLIFE Securities LLC New York NY 420 Lexington Ave,blescinskas@ft.newyorklife.com,,Salesforce
11217179,,Daniel O'Brien,,,dobrien@lincolninvestment.com,,Other
9626970,,Rebecca Harris Junor,,,rhjunior777@yahoo.com,,List import
352032,,Ian Charles,Private Equity Secondary Team,Landmark Realty Advisors Llc,ian.charles@landmarkpartners.com,860-651-9760,Manual List Upload
11051733,Inactive Investor,Clint Wilson,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,clint.wilson.qan9@statefarm.com,,Salesforce
9544018,,John Clayton,,,wclayton@hightoweradvisors.com,,List import
10778332,Inactive Investor,Zack Gieszler,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",zack.gieszler@ml.com,,Salesforce
10988109,Inactive Investor,Andrew Selim,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",aselim@financialguide.com,,Salesforce
10795272,Inactive Investor,Mark Holbert,Associate Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",mark.holbert@raymondjames.com,,Salesforce
10897708,Inactive Investor,Michael Kung,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,michael.kung@jpmorgan.com,,Salesforce
10844284,Inactive Investor,Chase Nielsen,,J.P. Morgan Securities LLC Park City UT 1650 Park Ave,chase.nielsen@jpmorgan.com,,Salesforce
11094289,Inactive Investor,Robert Hurley,,"Cadaret, Grant & Co., Inc. Center Valley PA Private Residence",bob@rghurley.com,973-227-6006,Salesforce
10983949,Inactive Investor,Brittany Flaherty,,Vanguard Marketing Corporation,brittany_flaherty@vanguard.com,,Salesforce
10847288,Inactive Investor,Philip Ames,,Goldman Sachs & Co. San Francisco CA 555 California St,philip.ames@gs.com,,Salesforce
10868396,Inactive Investor,Jeffrey Wilson,,"Ameriprise Financial Services, LLC Savage MN 8646 Eagle Creek Cir",jeffrey.j.wilson@ampf.com,,Salesforce
11087581,Inactive Investor,Jake Wilson,Financial Planner,"Osaic FA, Inc. Chico CA 30 Landing Cir",jake.wilson@lfg.com,,Salesforce
11184313,Inactive Investor,John Dziewinski,Financial Advisor,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,john.dziewinski@thrivent.com,,Salesforce
10904449,Inactive Investor,Eric Shepard,Regional Manager;Senior Vice President,Arvest Wealth Management Tulsa OK 1515 S Utica Ave,eshepard@arvest.com,,Salesforce
10999027,Inactive Investor,Brandon Combs,,Edward Jones Frostburg MD 139 E Main St,,,Salesforce
11191779,Inactive Investor,Elizabeth Hanlon,,"Allstate Financial Services, LLC Riverhead NY 1236 Roanoke Ave",elizabethhanlon@allstate.com,,Salesforce
9546923,,Erik Prestinary,,,prestinary@gmail.com,,List import
10759356,Inactive Investor,John Singletary,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",john.singletary@schwab.com,,Salesforce
10816259,Inactive Investor,Orobosa Ero,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 5400 Central Ave NE",orobosa.ero@ml.com,,Salesforce
11177534,Inactive Investor,Jennifer Ohara,Advisor,Savant Wealth Management Doylestown PA 3655 Rte 202,johara@savantwealth.com,,Salesforce
11218198,,[Unknown],,,john11746@bellsouth.net,,Web Form Fillout
11060933,Inactive Investor,Jack Melick,,Jefferies LLC Boston MA 125 High St,jmelick@jefferies.com,,Salesforce
10767873,Inactive Investor,William Dishman,,"Raymond James Financial Services, Inc. Sandy UT 126 W Sego Lily Dr",jim.dishman@raymondjames.com,,Salesforce
10994708,Inactive Investor,Christopher Scott,Consultant,"Wells Fargo Clearing Services, LLC Southern Pines NC 10796 S US Hwy 15/501",christopher.w.scott@wellsfargo.com,,Salesforce
9597865,,Rob Mclallen,,,rob.mclallen@myciowp.com,,List import
342134,,Nuchine Nobari,"Director, Library Services",Nutter Investment Advisors,nnobari@nutter.com,617-439-2100,Manual List Upload
10901353,Inactive Investor,Dennis Nochowitz,,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,,,Salesforce
11211648,Inactive Investor,Glenda Valenzuela,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11019314,Inactive Investor,Mark Conomos,,Lincoln Investment Buffalo NY 61 John Muir Dr,mconomos@lincolninvestment.com,,Salesforce
11028498,Inactive Investor,William Day,Financial Advisor,LPL Financial LLC Warsaw IN 122 W Market St,will.day@lpl.com,,Salesforce
10817873,Inactive Investor,John Coloso,,Cetera Advisors LLC Milwaukee WI 909 N Mayfair Rd,,,Salesforce
238464,,TopperSeth0@gmail.com Topper,,[Unknown],topperseth0@gmail.com,,
11193630,Inactive Investor,Aylene Velador,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,7wlmw@primerica.com,,Salesforce
9540471,,Marla Stewart,,,marla.stewart@gs.com,,List Import
9567116,,Thomas Gaffney,,,tmg@oblawapc.com,,List import
11103850,Inactive Investor,Kirk Cox,Investment Advisor Representative,Brookstone Capital Management LLC Rancho Santa Margarita CA 30211 Avenida de Las Bandera,kcox@brookstoneadvisor.com,,Salesforce
11197504,Inactive Investor,James Ridgeway,Chief Compliance Officer;Chief Executive Officer;Founder;Manager;Member,"Leeward Financial Partners, LLC",jim@leewardfp.com,,Salesforce
11025735,Inactive Investor,Chris Bliemeister,,State Farm VP Management Corp. Lincoln NE 3900 Yankee Hill Rd,,,Salesforce
9541402,,Inessa Anderson,,,ianderson@planetaryholdings.com,,List import
10836227,Inactive Investor,Kirk Love,,L.M. Kohn & Company Land O Lakes FL Private Residence,,,Salesforce
11100032,Inactive Investor,Heath Kaydo,Associate;Financial Representative,Thrivent Investment Management Inc. Allison Park PA 1736 Ferguson Rd,heath.kaydo@thrivent.com,,Salesforce
9558535,,Alan Ennis,,,alanennis@outlook.com,,List import
10990815,Inactive Investor,Jamie Leatham,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",jamie.leatham@robinhood.com,,Salesforce
11074125,Inactive Investor,Kevin Dunford,Regional Controls Manager,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",kevin.dunford@equitable.com,,Salesforce
11020399,Inactive Investor,Charrie Dennard,,J.P. Morgan Securities LLC Atlanta GA 6180 Roswell Rd,charrie.dennard@jpmorgan.com,,Salesforce
10818376,Inactive Investor,James Williams,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Franklin PA 1284 Liberty St",,,Salesforce
10771187,Inactive Investor,David Hammond,,Cetera Advisor Networks LLC Tucson AZ 5993 E Grant Rd,hammondd@ceteranetworks.com,,Salesforce
10793644,Inactive Investor,Katherine Mendez,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",katherine.mendez@ml.com,,Salesforce
11167627,Inactive Investor,Socorro Olsen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redwood City CA 1875 Virginia Ave",socorro.olsen@ml.com,,Salesforce
10794269,Inactive Investor,Michael Im,Co-Portfolio Manager;Director - Research;Partner,"Tran Capital Management, L.P.",michael.im@trancapital.com,,Salesforce
2828847,,Anil Tejot,,,aniltejot658@gmail.com,,
10929739,Inactive Investor,Steven Drost,Chief Compliance Officer;Financial Planner;Founder,Drost Financial,,,Salesforce
11049152,Inactive Investor,Elsie Ewing-Mitchell,,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",elsie.ewingmitchell@oneamerica.com,,Salesforce
222665,,Hugh Griffith,,[Unknown],chillihugh@yahoo.com,,source
11120702,Inactive Investor,Perrie Gibbons,Financial Advisor,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",perrie.gibbons@raymondjames.com,,Salesforce
11233775,Inactive Investor,Juan Diaz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11134994,Inactive Investor,Daniel Grimm,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",,,Salesforce
10876806,Inactive Investor,Todd Freeman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10877966,Inactive Investor,Carrie Orvik,Senior Investment Associate,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",carrie.orvik@rbc.com,,Salesforce
180195,,MANUEL MORENO,,[Unknown],morsan1901@gmail.com,,
9622187,,Kevin Smith,,,kmsman@hotmail.com,,List import
10951191,Inactive Investor,Rajesh Shah,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",rajeshshah@financialguide.com,,Salesforce
10887143,Inactive Investor,Albert Kropog,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",tripp.kropog@ml.com,,Salesforce
10860264,Inactive Investor,David Astrue,,Purshe Kaplan Sterling Investments Hingham MA Private Residence,dastrue@pksinvest.com,,Salesforce
11002115,Inactive Investor,Christopher Scala,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",christopher.scala@equitable.com,,Salesforce
11172990,Inactive Investor,Jennifer Farley,,Cetera Advisor Networks LLC Richmond VA 800 E Canal St,,,Salesforce
11255417,Inactive Investor,Peter Earp,Senior Wealth Advisor,"Gambit Capital Management, LLC",pearp@gambitcm.com,,Salesforce
334640,,Mark Talgo,Senior Managing Director,New York Life Investment Management Llc,mark_talgo@nylim.com,212-576-7000,Manual List Upload
11150818,Inactive Investor,Jorge Olivas,,"Wells Fargo Clearing Services, LLC Henderson NV 2196 Olympic Ave",jorge.olivas@wellsfargo.com,,Salesforce
236726,, -,,[[Unknown]],snoozeman@aol.com,,
10606340,,Matthew Costa,"Branch Manager, Senior Director - Investments",Oppenheimer & Co. Inc.,matthew.costa@opco.com,845-897-8152,List Import
11165930,Inactive Investor,Alexander Sulanke,Registered Administrative Assistant,"Osaic Wealth, Inc. Muncie IN 207 N High St",,,Salesforce
10982700,Inactive Investor,Brandon Inman,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11090353,Inactive Investor,Margaret Mcgillin,Chief Compliance Officer;Founder;Managing Member;Principal,Journey Wealth Partners,margaret@journeyfinancialplanners.com,,Salesforce
10970584,Inactive Investor,Tyler Seidl,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",tyler.seidl@53.com,,Salesforce
182874,,sean rickert,,[Unknown],sjrickert4@yahoo.com,,
10884558,Inactive Investor,Christopher Marshall,Investment Advisor Representative,LPL Financial LLC Appleton WI Private Residence,chris.marshall@lpl.com,,Salesforce
11133118,Inactive Investor,Jose Macouzet,,"GBM International, Inc.",,,Salesforce
11115059,Inactive Investor,Kenneth Riddell,,"Bessemer Investor Services, Inc. Naples FL 3777 Tamiami Trl N",riddell@bessemer.com,,Salesforce
11048923,Inactive Investor,Jacob Oyler,Financial Advisor,Colwyn Investments LC,,,Salesforce
11028805,Inactive Investor,Hillary Ziemba,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,,,Salesforce
10900234,Inactive Investor,Shawn Hsieh,Portfolio Manager;Principal;Tax Consultant,Highline Wealth Partners,shawn@highlinewp.com,,Salesforce
10954573,Inactive Investor,Jie Huang,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,jie.huang@fmr.com,,Salesforce
10847770,Inactive Investor,David Fink,Financial Advisor,LPL Financial LLC Pittsburgh PA 153 Thousand Oaks Dr,david.fink@lpl.com,,Salesforce
9558469,,Selim ?NAL,,,seliminal2132@gmail.com,,List import
10989899,Inactive Investor,Kelley Tate,Financial Advisor,"Stifel Independent Advisors, LLC Venice FL 2351 E Venice Ave",tatek@stifelindependence.com,,Salesforce
10818534,Inactive Investor,Muhammad Shafique,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Missouri City TX 9935 Hwy 6",muhammad.shafique@ml.com,,Salesforce
10977550,Inactive Investor,Brian Hansen,Private Client Advisor,"Rockwood Wealth Management, LLC",brian.hansen@rockwoodwealth.com,,Salesforce
10752666,Inactive Investor,Joseph Melookaran,Financial Advisor,LPL Financial LLC Leawood KS 8340 Mission Rd,joe.melookaran@lpl.com,,Salesforce
10613472,,Peter Hall,"Financial Advisor, Private Wealth Advisor, Senior Vice President - Wealth Management",,peter.j.hall@ubs.com,,List Import
10488914,,Sue Jackson,Central Supervisory Officer,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sjacks10@gmail.com,,List Import
11165688,Inactive Investor,Gretchen Bolton,Financial Advisor,"Equitable Advisors, LLC Bethesda MD 7986 Old Georgetown Rd",gretchen.bolton@equitable.com,,Salesforce
11105791,Inactive Investor,Alexander Brockett,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,asbrockett@ft.newyorklife.com,,Salesforce
9616424,,Nick Abbaticchiio,,,nicholasabbaticchio@gmail.com,,List import
10934327,Inactive Investor,Luz Ford,,NYLIFE Securities LLC Windermere FL Private Residence,lnford@ft.newyorklife.com,,Salesforce
11159910,Inactive Investor,Neal Price,Chief Financial Officer;Co-Founder;Principal;Regulatory Contact,Strategic Wealth Partners,nprice@stratwealth.com,,Salesforce
9642189,,Andrew Barrett,,,abarrett@familyassetmanagement.com,,List Import
10809407,Inactive Investor,Michael Fulton,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",michael.fulton@rbc.com,,Salesforce
11055313,Inactive Investor,Patrick Hyland,,Goldman Sachs & Co.,patrick.hyland@gs.com,,Salesforce
10781221,Inactive Investor,Kelly Kasprzyk,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",kelly_kasprzyk@ml.com,,Salesforce
11119544,Inactive Investor,Penny Everhart,,"Wells Fargo Clearing Services, LLC Winston Salem NC 3375 Robinhood Rd",penny.everhart@wellsfargoadvisors.com,,Salesforce
10962735,Inactive Investor,Georgette Guirguis,,"Wells Fargo Clearing Services, LLC New Port Richey FL 3040 Little Rd",,,Salesforce
11061749,Inactive Investor,Evan Schechter,Investment Management Consultant,"Raymond James & Associates, Inc.",evan.schechter@raymondjames.com,,Salesforce
11035979,Inactive Investor,Matthew Butler,,J.P. Morgan Securities LLC Denver CO 4791 Tower Rd,matthew.p.butler@jpmorgan.com,,Salesforce
10611429,,Amy Crookshank,Financial Advisor,,ajrcrook@hotmail.com,,List Import
10939129,Inactive Investor,Brandon Arvanaghi,Chief Executive Officer;Co-Founder,"Meow Advisory, LLC",brandon@meow.co,,Salesforce
10657071,,Scott Becker,,,sbecker@calamos.com,,List Import
9559619,,Christopher Kim Thompson,,,franklindreamer@aol.com,,List import
11022631,Inactive Investor,Juan Mireles,,J.P. Morgan Securities LLC Oklahoma City OK 11920 S Western Ave,juan.mireles@jpmorgan.com,,Salesforce
151766,,Cesar Lara,,[Unknown],evilpropaganda@gmail.com,,
333454,,Kevin Casey,Associate,"Atlas Private Wealth Management, Llc",kcasey@focuspartners.com,800-432-7447,Manual List Upload
11139198,Inactive Investor,Julie Fine,,"Balanced Security Planning, Inc.",,,Salesforce
10646977,,David Haase,,,david.haase@mutualofomaha.com,,List Import
10611589,,Jennifer Dipietro,Financial Advisor,,jennifer.dipietro@lpl.com,,List Import
10656877,,Jennifer Dougherty,,,jdougherty@ft.newyorklife.com,,List Import
3213,,J. Kyle Bass,Managing Partner,"Hayman Capital Partners, L.P.",k@haymancapital.com,1-214-347-8050,Database Upload
9603327,,Denise Owings,,,jerald2001@gmail.com,,List import
374857,,Thomas Herman,,Hunter Capital Placement LLC,tomherman2000@gmail.com,,List Import
11101497,Inactive Investor,Michael Ruggles,Financial Advisor,Edward Jones Elm Grove WI 12970 W Bluemound Rd,michael.ruggles@edwardjones.com,,Salesforce
10969608,Inactive Investor,Alexander Hui,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,alexander.hui@jpmorgan.com,,Salesforce
11053872,Inactive Investor,Blake Field,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,blake.field@fidelity.com,,Salesforce
11012825,Inactive Investor,Judy Viramontes,,PFS Investments Inc. Riverside CA 647 Main St,judy.viramontes@primerica.com,,Salesforce
352501,,Jason Darling,Investment Manager,Caledonia (private) Investments Pty Limited,jdarling@caledonia.com.au,011-612-92557600,Manual List Upload
10658514,,Michael Parris,,,michael.parris@fmr.com,,List Import
374594,,Chuck Rogers,,,,805-844-5668,Salesforce
11040080,Inactive Investor,Emilia Victoria,,"Cambridge Investment Research, Inc. Appleton WI N120 Main St",,,Salesforce
9564030,,Gretchen Cliburn,,,gcliburn@bkd.com,,List import
10978616,Inactive Investor,Jong Ho Choi,Financial Advisor,Thrivent Investment Management Inc. Chicago IL 1023 W Webster Ave,jongho.choi@thrivent.com,,Salesforce
10611572,,Ian Gordon,"Senior Vice President, Wealth Management Advisor",,ian_gordon@ml.com,,List Import
10912409,Inactive Investor,James Shelby,,"Osaic Wealth, Inc. Memphis TN 3400 Players Club Pkwy",,,Salesforce
9571335,,Robert Pochily,,,rtp@cornellpochily.com,,List import
10817333,Inactive Investor,Kenneth Ray,President,"Global Steward Advisors, LLC",,,Salesforce
9513262,,Otto Brandt,,,otto9889@gmail.com, +358453320656,Web Form Fillout
10903996,Inactive Investor,Tiffany Blakeley,,J.P. Morgan Securities LLC San Diego CA 9994 Scripps Ranch Blvd,tiffany.blakeley@jpmorgan.com,,Salesforce
9587257,,Tammy Steffen,,,tsteffen@ffec.com,,List import
10807034,Inactive Investor,William McCance,,Ages Financial Services Ltd. Woburn MA 444 Washington St,wmccance@tag-ages.com,,Salesforce
11119907,Inactive Investor,Bryan Robinson,Advisor,"WRS Financial Services, L.L.C.",bryan.robinson@wrscpa.com,,Salesforce
10889538,Inactive Investor,Steven Biggs,Supervisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
10901222,Inactive Investor,Darrel Quinn,Financial Advisor,Edward Jones Livonia MI 32160 Schoolcraft Rd,darrel.quinn@edwardjones.com,,Salesforce
9627042,,Rashid Alkuwari,,,rsralkuwari@gmail.com,,List import
11200297,Inactive Investor,Forbes Robinson,,Financial Advocates Investment Management Beaverton OR 12725 SW Millikan Way,frobinson@financialadvocates.com,,Salesforce
10827047,Inactive Investor,Cheryl Blair,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9572975,,Eric Sacks,,,esacks@dkpartners.com,,List import
10944445,Inactive Investor,Benjamin Willis,Financial Services Representative,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10905516,Inactive Investor,Connor Gutuescu,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10506666,,Hòa Nguyễn Đình,,,nguyenmocthuyduong@gmail.com,,Web Form Fillout
10774249,Inactive Investor,John Kelly,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.r.kelly.ii@morganstanley.com,,Salesforce
11219022,,Jonah Stooksbury,,,jonah.stooksbury@ubs.com,,Other
11208001,Inactive Investor,Christina Rocci,,"First Citizens Investor Services, Inc. New Bern NC 305 Broad St",chris.rocci@firstcitizens.com,,Salesforce
11179900,Inactive Investor,Lauren Noble,,Lazard Asset Management Securities LLC,lauren.noble@lazard.com,,Salesforce
10823347,Inactive Investor,Shane Loos,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",shane.loos@ml.com,,Salesforce
9570796,,Beth Bernstein,,,bbernstein@eospartners.com,,List import
11022900,Inactive Investor,Erika Balbontin,,J.P. Morgan Securities LLC Oswego IL 2310 US Hwy 34,erika.balbontin@jpmorgan.com,,Salesforce
11079985,Inactive Investor,Korrina Harman,,J.P. Morgan Securities LLC Camarillo CA 5291 Mission Oaks Blvd,korrina.harman@jpmorgan.com,,Salesforce
11015019,Inactive Investor,Ann Peck,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",,,Salesforce
10903596,Inactive Investor,Nikki Finley,,LPL Financial LLC Overland Park KS 4551 W 107th St,nikki.carpenter@lpl.com,,Salesforce
11033292,Inactive Investor,Steven Flowers,Financial Advisor,LPL Financial LLC Tifton GA 1476 Carpenter Rd S,will.flowers@lpl.com,,Salesforce
10863326,Inactive Investor,Li Zhao,Financial Consultant;Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",li.zhao@equitable.com,,Salesforce
11067419,Inactive Investor,Andrew Dumais,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,andrewdumais.team@fidelity.com,,Salesforce
10866256,Inactive Investor,Timothy Haab,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2099 Broadway,timothy.h.haab@jpmorgan.com,,Salesforce
9616323,,Pau Delgado,IA,CS Advisors,pdelgado@csadvisorsinc.com,,List import
11206135,Inactive Investor,Pamela Marshall,Financial Advisor,LPL Financial LLC Studio City CA 12522 Moorpark St,pamela.marshall@lpl.com,,Salesforce
9629572,,Nic Pederson,,,nicpederson.services@gmail.com,,List import
9581259,,David Salvitti,,,dsalvitti@alleghenyinvestments.com,,List import
11122830,Inactive Investor,Blake Greiter,Financial Advisor,LPL Financial LLC Wake Forest NC Private Residence,blake.greiter@lpl.com,,Salesforce
11034490,Inactive Investor,Jeffery Hammond,,NYLIFE Securities LLC Cary NC Private Residence,jhammond@ft.newyorklife.com,,Salesforce
10644623,,Frank Magri,,,fmagri@farmersagent.com,,List Import
10820277,Inactive Investor,Kaushikkumar Patel,,PFS Investments Inc. Methuen MA 232 Pleasant St,kaushikkumar.patel@primerica.com,,Salesforce
11082598,Inactive Investor,Mikhaela Alforque,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
42870,,Matthew Hug,Financial Consultant,Thrivent Investment Management Inc.,matt.hug@thrivent.com,262-432-6282,
10848631,Inactive Investor,Jed Kutzen,Wealth Advisor,"Prospera Financial Services, Inc. Melrose MA 160 Upham St",jed.kutzen@prosperafinancial.com,,Salesforce
10757627,Inactive Investor,Birindar Chawla,Financial Advisor,"Maryland Financial Group, Inc.",,,Salesforce
9597510,,Sian Hahn,,,soh@hmpayson.com,,List import
9591066,,Garrett Yuan,,,garrett.yuan@silverpeak.com,,List import
11089591,Inactive Investor,Clayton Sweet,,Cetera Advisor Networks LLC Havre MT 108 1st St,,,Salesforce
11011849,Inactive Investor,Jason Foster,,"Woodmen Financial Services, Inc.",jefoster@woodmen.org,,Salesforce
10856291,Inactive Investor,Lewis Post,,"NewEdge Securities, Inc. Norman OK 2900 Adams Rd",,,Salesforce
11030781,Inactive Investor,Alan Huynh,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",alan.huynh@equitable.com,,Salesforce
181041,,eigh 20,,[Unknown],zombi3butt2487@gmail.com,,source
11053701,Inactive Investor,Lina Shuai,,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",lina.shuai@tfaconnect.com,,Salesforce
10998500,Inactive Investor,Tyler Moore,,Edward Jones Boone NC 147 Meadowview Dr,tyler.moore@edwardjones.com,,Salesforce
11090015,Inactive Investor,Michael Schwartz,Executive Vice President;Senior Vice President,Schwartz Investment Counsel Inc,michael@schwartzinvest.com,,Salesforce
11158491,Inactive Investor,Amber Roemmich,,SECU Brokerage Services Durham NC 4055 Durham Chapel Hill Blvd,amber.roemmich@ncsecu.org,,Salesforce
11094643,Inactive Investor,Joshua Crawley,Chief Executive Officer,"Affinity Wealth Resources, LLC",,,Salesforce
11024103,Inactive Investor,Kathleen Cook,Financial Advisor,LPL Financial LLC Armada MI 23087 E Main St,,,Salesforce
10862207,Inactive Investor,Daniel Hughes,,Cetera Advisor Networks LLC Gilbert AZ 1206 E Warner Rd,,,Salesforce
10924170,Inactive Investor,Chelsea Heintschel,Chief Operating Officer;Financial Advisor;Investment Advisor Representative;Partner;Secretary;Vice President,MPM Wealth Advisors,m.schwind@mpmwealth.com,,Salesforce
11093893,Inactive Investor,Harry Crosby,,Edward Jones Spruce Pine NC 496B Balsam Ave,bing.crosby@edwardjones.com,,Salesforce
10896316,Inactive Investor,Jonathan Fredericks,Financial Advisor,"Ameriprise Financial Services, LLC Dolgeville NY 12 W State St",jonathan.a.fredericks@ampf.com,,Salesforce
10695920,,Todd Giessler,,Ave Maria Mutual Funds,tcg@schwartzinvest.com,,List Import
10930942,Inactive Investor,Trent Templer,Chief Compliance Officer;Founder;Managing Member;President,"Templer Wealth Management, LLC",,,Salesforce
371648,,Liu Lihong,,China,3497773734@qq.com,,Salesforce
170950,,Valissa Jasmin,,[Unknown],valissajasmin@gmail.com,,
11170809,Inactive Investor,Michael Kreuzer,,Snowden Account Services LLC Buffalo NY 6400 Sheridan Dr,mkreuzer@snowdenlane.com,,Salesforce
9635024,,Keith McCarthy,,,kmccarthy@dwight.com,,List import
10696314,,Jorge Lopez,,Insigneo,jorge.lopez@insigneo.com,,List Import
11132931,Inactive Investor,George Lee,,LPL Financial LLC San Diego CA 4707 Executive Dr,george.lee@lpl.com,,Salesforce
348269,,Seth Arbogast,"Chief Executive Officer, managing Member",Invariant Investment Management,seth@invariantinvestments.com,717-317-9006,Manual List Upload
10925769,Inactive Investor,Nicole Minns,,XML Securities,nminns@xmlfg.com,,Salesforce
10998464,Inactive Investor,Graham Bailey,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",graham.bailey@nm.com,,Salesforce
10902024,Inactive Investor,Gregory Heintz,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11030770,Inactive Investor,Matthew Price,Financial Advisor,"Equitable Advisors, LLC Longwood FL 2941 W South R 434",matthew.price@equitable.com,,Salesforce
9623324,,Sylvain Brodeur,,,sylvain_brodeur@sympatico.ca,,List import
10893579,Inactive Investor,Constance King,,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,cking@commonwealth.com,,Salesforce
11103808,Inactive Investor,Joann Schermann,,LPL Financial LLC Minneapolis MN 8000 W 78th St,joann.schermann@lpl.com,,Salesforce
10857755,Inactive Investor,James Haugen,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",james.haugen@ampf.com,,Salesforce
10888977,Inactive Investor,Ann Polonsky,Client Service Associate,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",,,Salesforce
9568991,,Robert DMR,,,dmrdw@outlook.com,,List import
11149342,Inactive Investor,Eric Baumbach,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,ebaumbach@ft.newyorklife.com,,Salesforce
10901084,Inactive Investor,Lorissa Hoff,,Cetera Investment Services LLC Latham NY 43 British American Blvd,lorissa.rodriguez@ceterainvestors.com,,Salesforce
10938782,Inactive Investor,Riley Manis,Financial Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 2438 Research Pkwy",,,Salesforce
10754777,Inactive Investor,Donald Atherton,Vice President - Wealth Management,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,don.atherton@ubs.com,,Salesforce
5050673,,Will Scott,,,wes828@gmail.com,,Web Form Fillout
11064980,Inactive Investor,James Williams,,"Raymond James Financial Services, Inc. Jacksonville FL 9995 Gate Pkwy N",buck.williams@raymondjames.com,,Salesforce
9563056,,Charles Collins,,,charlesecollins178@gmail.com,,List import
9544130,,Lana Lynch,,,lanalynch5@gmail.com,,List import
9576842,,Denise Petersen,,,dpetersen@royalaa.com,,List import
10852748,Inactive Investor,Andrew Fent,Financial Advisor;Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,andy.fent@morganstanley.com,,Salesforce
11070290,Inactive Investor,Daniel Peters,Investment Advisor Representative,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
343437,,Ashley Bisner,Development Associate,Alatus Capital Ltd,albisner@alatusllc.com,412-273-50011,Manual List Upload
11021288,Inactive Investor,Annette Marshall,Chief Compliance Officer,GLOBALT Investments LLC,amarshall@globalt.com,,Salesforce
11077234,Inactive Investor,Christopher Reis,,State Farm VP Management Corp. Sunbury PA 309 N 5th St,,,Salesforce
10885046,Inactive Investor,Jeffrey Chang,,Goldman Sachs & Co.,,,Salesforce
10830465,Inactive Investor,Daniel Mandich,,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",mandich.daniel@principal.com,,Salesforce
11104784,Inactive Investor,Thomas Baker,Vice President - Investments,"Stifel Independent Advisors, LLC Fredericksburg VA 451 Wolfe St",bakert@stifel.com,,Salesforce
9571437,,Douglas McKibben,,,doug.mckibben@lfg.com,,List import
10931357,Inactive Investor,Robert Boylan,,"Tigress Financial Partners, LLC",rboylan@tigressfp.com,,Salesforce
10973050,Inactive Investor,Vinuth Furtado,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",vinuth.furtado@equitable.com,,Salesforce
6901915,,Bvhhh Hff,,,wewe22417@gmail.com,,Web Form Fillout
10941776,Inactive Investor,Taylor Avirett,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10904101,Inactive Investor,Charles Dickson,Market Developer,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,chase.dickson@thrivent.com,,Salesforce
11192849,Inactive Investor,Tamara Brown,Financial Advisor;Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,tamara.brown@morganstanley.com,,Salesforce
11119203,Inactive Investor,Michelle Gross,,State Farm VP Management Corp. Colorado Springs CO 7610 N Union Blvd,,,Salesforce
10842952,Inactive Investor,George Karapistolis,,B. Riley Wealth Management Westbury NY 1400 Old Country Rd,,,Salesforce
11169694,Inactive Investor,Eric Burrows,Regional Investment Manager;Senior Vice President,"Fifth Third Securities, Inc. Des Plaines IL 6111 N River Rd",eric.burrows@53.com,,Salesforce
10998015,Inactive Investor,Jeffrey Leaumont,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
9625805,,Jonathan Kellner,,,kellnerpublic@gmail.com,,List import
10802166,Inactive Investor,Richard Maurer,Institutional Consulting Director;Senior Vice President;Workplace Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,richard.k.maurer@morganstanley.com,,Salesforce
9575022,,Evan Avgerinos,,,evan@ellisinvestmentpartners.com,,List import
10827798,Inactive Investor,Benjamin Shannon,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10983366,Inactive Investor,Olivia Humphreys,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
220766,,MOHD NORAZLI MD ALI,,[Unknown],hangnadym@gmail.com,,
9601014,,Geoffry Eliason,,,geoff@pcmstrategies.com,,List import
10941299,Inactive Investor,Russell Hale,Financial Professional,LPL Financial LLC Largo FL 13964 106th Ave,russell.hale@lpl.com,,Salesforce
11266780,,TUGRUL ATAK,,,tugrulataktr@gmail.com,,Web Form Fillout
11106752,Inactive Investor,Jason Downey,Member;Portfolio Manager;Research Analyst,"VELA Investment Management, LLC",jdowney@vela-im.com,,Salesforce
10954352,Inactive Investor,Michael Baker,,"Osaic Wealth, Inc. Sherrills Ford NC Private Residence",,,Salesforce
10757383,Inactive Investor,Jessica Bacon,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",jessica.bacon@ml.com,,Salesforce
9603670,,Nancy NG-Sharp,,,sutyam@gmail.com,,List import
9582594,,Valeria Tomlin,,,vtomlin@tomlinlaw.com,,List import
10797486,Inactive Investor,Sandra Rupright,Wealth Strategy Associate,UBS Financial Services Inc. Muskegon MI 945 W Norton Ave,sandra.bantien@ubs.com,,Salesforce
10983959,Inactive Investor,Vansy Dias,,"U.S. Bancorp Investments, Inc. Temecula CA 27280 Jefferson Ave",,,Salesforce
9560722,,Raymond Nasser,,,raynasser123@gmail.com,,List import
11202847,Inactive Investor,Anthony Artero,Partner,"Good Life Advisors, LLC San Diego CA 11545 W Bernardo Ct",anthony.artero@goodlifefa.com,,Salesforce
10828609,Inactive Investor,Regina Kelly,Client Service Associate,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,regina.kelly@ubs.com,,Salesforce
11068221,Inactive Investor,Greer Henderson,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,greer.henderson@jpmorgan.com,,Salesforce
11217256,,William Schatz,,,wschatz@lincolninvestment.com,,Other
196106,,Sham Jha,,[Unknown],ksham230@gmail.com,,Direct
11052225,Inactive Investor,Dorothy Allen,,"Osaic FA, Inc. Manakin Sabot VA 12237 Bremner Ridge Cir",dorothy.allen@lfg.com,,Salesforce
10754103,Inactive Investor,Jon Dunavold,Senior Client Service Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,jon.dunavold@ubs.com,,Salesforce
11133849,Inactive Investor,Chenelle Hofman,Client Associate,D.A. Davidson & Co. Spokane WA 601 W Main Ave,,,Salesforce
10814459,Inactive Investor,Alvin Narimatsu,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",alvin.narimatsu@ml.com,,Salesforce
10869184,Inactive Investor,Renee Basso,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",renee_basso@ml.com,,Salesforce
233378,,Blanche -,,Blanche [[Unknown]],blanche.nassam@gmail.com,,Paid Social
223534,,Matt Maximo,n/a,Grayscale,matt@grayscale.com,,
11146265,Inactive Investor,Jamilah Brown,,"Cambridge Investment Research, Inc. Royal Oak MI Private Residence",,,Salesforce
11071804,Inactive Investor,Nicholas Montanaro,,"Allstate Financial Services, LLC Trumbull CT 6528 Main St",nicholasmontanaro@allstate.com,,Salesforce
10995464,Inactive Investor,Nicholas Watson,,The Huntington Investment Company Clinton Township MI 19100 Hall Rd,nicholas.watson@huntington.com,,Salesforce
10941144,Inactive Investor,Mitchell Zacharyasz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11228765,Inactive Investor,Roula Ishak,,J.P. Morgan Securities LLC Saint Augustine FL 325 Commerce Plaza Blvd,,,Salesforce
10910926,Inactive Investor,Ron Nussbaum,Founder;Managing Member,"Maverick Value, LLC",ron.nussbaum@maverickvalue.com,,Salesforce
191659,,Sujay Deshmukh,,[Unknown],sujay.deshmukh@gmail.com,,
11163203,Inactive Investor,Alex Zachman,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9549557,,Joshua Hittman,,,jhittman@greenlightcapital.com,,List import
10895421,Inactive Investor,Jean Glassman,Vice President,Glassman Wealth Management LLC,,,Salesforce
11024002,Inactive Investor,Christina Bresani,,William Blair New York NY 1166 Avenue of the Americas,cbresani@williamblair.com,,Salesforce
10960268,Inactive Investor,Travis Hackbarth,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10791490,Inactive Investor,Michael McGrath,Branch Manager;Managing Director;Senior Vice President,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",michael.mcgrath@wellsfargoadvisors.com,,Salesforce
9586556,,Jose manso,,,zemaria.manso@gmail.com,,List import
11095302,Inactive Investor,James Yancey,Financial Advisor,Edward Jones Sacramento CA 1122 Corporate Way,james.yancey@edwardjones.com,,Salesforce
10963762,Inactive Investor,Janet Hernandez-Ramos,Associate,J.P. Morgan Securities LLC Culver City CA 5670 Sepulveda Blvd,janet.g.hernandez-ramos@jpmorgan.com,,Salesforce
10818747,Inactive Investor,Andrew Gelembyn,,"Westminster Financial Securities, Inc. Miami FL 1 Alhambra Plz",agelembyn@westminsterfinancial.com,,Salesforce
10976642,Inactive Investor,Jarrad Schultz,,"CNR Securities, LLC Beverly Hills CA 400 N Roxbury Dr",jarrad.schultz@cnr.com,,Salesforce
11146279,Inactive Investor,Michelle Blenderman,,"Nations Financial Group, Inc. Ames IA 616 Kellogg Ave",mblenderman@nationsfg.com,,Salesforce
9605259,,Joshua Barrickman,,,josh_barrickman@vanguard.com,,List import
206514,,Frank Egermann,,[Unknown],f.egermann@bvv.de,,Organic Search
11110480,Inactive Investor,Maria Smith,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,justi.smith.u0oe@statefarm.com,,Salesforce
9565236,,David Wood,,,david.wood@edwardjnes.com,,List import
10946160,Inactive Investor,Ronald Ryan,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",rryan@noblecapitalmarkets.com,,Salesforce
9624006,,Adam O'Donohue,,,adamjodonohue@gmail.com,,List import
9601610,,Frank Weldon,,,frank.weldon@kestrafinancial.com,,List import
9542039,,Anthony McLean,,,amcleanbusiness@gmail.com,,List import
351767,,Geoffroi Chamas,Advisor,Pemberton Capital Advisors Llp,geoffroi.desaintchamas@pembertonam.com,440-207-9939300,Manual List Upload
11158174,Inactive Investor,Lake Michotte,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10976785,Inactive Investor,Alison Smith,,Vanguard Marketing Corporation,alison_smith@vanguard.com,,Salesforce
11123015,Inactive Investor,Timothy Wydo,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Troy MI 987 Wilshire Dr",tim.a.wydo@schwab.com,,Salesforce
10822960,Inactive Investor,Trennon Waters,,"Raymond James Financial Services, Inc. Woodland Hills CA 21700 Oxnard St",trennon.waters@raymondjames.com,,Salesforce
9583153,,Ken Anderson,,,kenneth.anderson@intact.net,,List import
9600090,,Latasha Akoma,,,lakoma@gennx360.biz,,List import
10809437,Inactive Investor,Stephen Zahorian,,Cetera Advisor Networks LLC Fort Myers FL 2029 Bayside Pkwy,,,Salesforce
9594818,,Ted Keller,,,edwardbkeller@gmail.com,,List import
374849,,ELENA FISCHER,,,emfischer99@yahoo.com,,List Import
10645849,,Thomas Williams,,,twilliams@lincolninternational.com,,List Import
11052518,Inactive Investor,Tyler Garter,,PFS Investments Inc. Kalamazoo MI 6376 Quail Run Dr,tgarter@primerica.com,,Salesforce
11057814,Inactive Investor,Gregory Duracinski,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10616410,,Nicole Schelkopf,,,nicole.schachner@edwardjones.com,,List Import
11137911,Inactive Investor,Adam Board,,"W&S Brokerage Services, Inc. Elyria OH 5078 Waterford Dr",adam.board@wslife.com,,Salesforce
11010912,Inactive Investor,Jordan Ellerbe,Investment Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,jordan_ellerbe@glic.com,,Salesforce
10984893,Inactive Investor,Ronald Knight,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Gurnee IL 6589 Grand Ave",ronald.knight@usbank.com,,Salesforce
11028508,Inactive Investor,Kaylee McIntire,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Cedar Rapids IA 200 5th Ave SE,kmcintire@rwbaird.com,,Salesforce
10954682,Inactive Investor,Tina Forchione,,LPL Financial LLC Canton OH 4505 Stephens Cir NW,tina.forchione@lpl.com,,Salesforce
11147335,Inactive Investor,David Draper,Financial Advisor,LPL Financial LLC Lewes DE Private Residence,david.draper@lpl.com,,Salesforce
11084331,Inactive Investor,Beau Blemker,Financial Advisor,Edward Jones Morganfield KY 106 E Main St,beau.blemker@edwardjones.com,,Salesforce
240756,,Allen Machel,,[Unknown],machel.allen@metisgp.com,,Event
11061105,Inactive Investor,Cheri Keene,Wealth Advisor;Wealth Management Advisor,LPL Financial LLC Scottsdale AZ 7375 E Doubletree Ranch Rd,cheri.keene@lpl.com,,Salesforce
10901420,Inactive Investor,Amy Calkins,,"RBC Capital Markets, LLC Eau Claire WI 401 Pinnacle Way",amy.calkins@rbc.com,,Salesforce
9702756,,greg beatty,,,gbeatt@gmail.com,,Web form fillout
9605158,,Binney Wietlisbach,,,bwietlisbach@haverfordquality.com,,List import
11062665,Inactive Investor,Gregory Sullivan,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Springfield MO 1720 E Bradford Pkwy",greg.sullivan@wellsfargoadvisors.com,,Salesforce
9607576,,Christopher Clark,,,mrclarksinbox@gmail.com,,List import
10614138,,Richard Scialabba,"Financial Advisor, First Vice President, Investment Officer",,richard.scialabba@wellsfargoadvisors.com,,List Import
11028216,Inactive Investor,Tracie Kromer,,J.P. Morgan Securities LLC Cincinnati OH 8201 Weller Rd,tracie.kromer@jpmorgan.com,,Salesforce
11077269,Inactive Investor,Jennifer Giles,Client Service Associate,"RBC Capital Markets, LLC Chadds Ford PA 1 Dickinson Dr",,,Salesforce
10887792,Inactive Investor,Jacob Kadisak,Vice President,"Kadisak Financial Services, Inc.",,,Salesforce
9580367,,Franklin Rankin,,,frankin@massmutual.com,,List import
10805121,Inactive Investor,Charles Oddo,Portfolio Manager;Senior Retirement Plan Consultant;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Melville NY 58 S Service Rd,charles.oddo@ubs.com,,Salesforce
7041966,,Boyd Baker,,,boyd464@icloud.com,,Web Form Fillout
10973049,Inactive Investor,Austin Jones,,"First Command Brokerage Services, Inc. Fairfield CA 1300 Oliver Rd",,,Salesforce
10866903,Inactive Investor,Gilbert Cohen,,"Farmers Financial Solutions, LLC Roseville CA 10002 Foothills Blvd",,,Salesforce
11121806,Inactive Investor,Michael Tagliarini,,"Raymond James & Associates, Inc.",,,Salesforce
9611422,,aleks samets,,,aleks.a.samets@gmail.com,,List import
352923,,Hilda Adam,FinTech,NUS,hilda.adam@gmail.com,,Event
9620722,,Patrick McIntyre,,,patrick-mcintyre@hotmail.co.uk,,List import
1005035,Inactive Investor,David Garber,,David & Enid Garber Revocable Trust,dgarber@lanternlane.com,818 321 0121,product
11065637,Inactive Investor,Breana Cole,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,breana.cole@ubs.com,,Salesforce
9565063,,Sean Burke,,,sean.burke@lpl.com,,List import
10932294,Inactive Investor,Melissa Lizotte,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
6596225,,Jin Suh,,,jin.suh@edwardjones.com,,Web Form Fillout
11022512,Inactive Investor,Bradley Rouse,,"NewEdge Securities, Inc. Dallas TX 8201 Preston Rd",,,Salesforce
10865604,Inactive Investor,Kenneth Morgan,Investment Specialist;Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kenneth.morgan@jpmorgan.com,,Salesforce
11239229,Inactive Investor,Elliott Milligan,,"American Fidelity Securities, Inc.",elliott.milligan@americanfidelity.com,,Salesforce
11096997,Inactive Investor,Jaycee Melton,Member;Owner,"L & M Wealth Management and Retirement Solutions, LLC",,,Salesforce
372730,,Huzaifah Mohd Jaafar,,Malaysia,hudz.shisha@gmail.com,,source
9622573,,Emilo Arevalo,,,emiloarevaloguevara@gmail.com,,List import
11112311,Inactive Investor,Ramona Arriola,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9580736,,Meredith Devlin,,,meredith.devlin@us-agriculture.com,,List import
9633938,,A D,,,a@d.com,,List import
10983699,Inactive Investor,Codi Welch,,"Sanctuary Securities, Inc.",cwelch@sanctuarywealth.com,,Salesforce
10846430,Inactive Investor,Brianna Palarion,,J.P. Morgan Securities LLC Eugene OR 1100 Willamette St,brianna.palarion@chase.com,,Salesforce
10872268,Inactive Investor,Chad Schafer,,LPL Financial LLC Clearwater FL 18167 US 19 N,chad.schafer@lpl.com,,Salesforce
9553077,,James Nguyen,,,nguyenhuy.truong@ymail.com,,List import
11164121,Inactive Investor,Jason Peters,,Commonwealth Financial Network Medford OR 3560 Excel Dr,,,Salesforce
10945605,Inactive Investor,Stephen Collins,,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
9565291,,NGUYEN THOAI,,,thientammenhtrader@gmail.com,,List import
11081143,Inactive Investor,Justin Thompson,Director - Investments,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",j.thompson@nm.com,,Salesforce
10916463,Inactive Investor,Ryan Thomas,Financial Advisor,Edward Jones Indianapolis IN 7364 E Washington St,ryan.thomas@edwardjones.com,,Salesforce
10811597,Inactive Investor,Joey Key,Financial Advisor,Edward Jones Carrollton GA 105 Somerset Pl,joey.key@edwardjones.com,,Salesforce
236688,, -,,[[Unknown]],rsokolich@gmail.com,,
11228813,Inactive Investor,Lisa Crosta,Senior Wealth Advisor and Director of Planning,"Sanctuary Securities, Inc. Jersey City NJ 30 Montgomery St",,,Salesforce
11006966,Inactive Investor,Jacobberaun King-Davis,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,jking-davis@primerica.com,,Salesforce
10927485,Inactive Investor,Stephen Peters,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
335040,,Bentley Ford,Texas Branch Manager,"Prime Capital Investment Advisors, Llc",bford@qualifiedplanadvisors.com,800-493-6226,Manual List Upload
9620170,,Lucia ZW,,,luziaw@protonmail.com,,List import
11050967,Inactive Investor,Ludger Borger,President,Borger Capital Management LLC,ludger.borger@borgercapital.com,,Salesforce
11027681,Inactive Investor,Olivia Weaver,,"Raymond James & Associates, Inc.",olivia.weaver@raymondjames.com,,Salesforce
9611522,,Brian Fechter,,,brian.fechter@thinklogicly.com,,List import
9647245,,Kev Don,,,kevdonnery@gmail.com,,List import
10489430,,Farah Khalfan,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",farah.khalfan@tiaa.org,,List Import
10880151,Inactive Investor,Nathan Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,nathan.smith@fmr.com,,Salesforce
10907843,Inactive Investor,Tim Rhoades,Financial Advisor,LPL Financial LLC Johnston IA 5335 Merle Hay Rd,tim.rhoades@lpl.com,,Salesforce
11145994,Inactive Investor,Christopher Connolly,Branch Manager;Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Davenport IA 5407 Victoria Ave",chris.connolly@wellsfargoadvisors.com,,Salesforce
10755160,Inactive Investor,Jill Enloe,,"Raymond James Financial Services, Inc. Santa Fe NM 324 Paseo de Peralta",jill.enloe@raymondjames.com,,Salesforce
11219613,,Will Clark,,,wclark@torray.com,,Other
11046304,Inactive Investor,Gregory Pollock,Advisor;Managing Director,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,gpollock@rockco.com,,Salesforce
11060207,Inactive Investor,Filippo Avvinti,,J.P. Morgan Securities LLC,,,Salesforce
11118651,Inactive Investor,Braylen Scott,Financial Consultant,LPL Financial LLC Granger IN 402 W Cleveland Rd,b.scott@lpl.com,,Salesforce
11229667,Inactive Investor,Landon Sharp,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",landon.sharp@nm.com,,Salesforce
10808220,Inactive Investor,Christopher Benec,Financial Advisor,"Ameriprise Financial Services, LLC Johnstown PA 334 Budfield St",christopher.c.benec@ampf.com,,Salesforce
11185724,Inactive Investor,Joshua Huffman,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,joshua.huffman@primerica.com,,Salesforce
9562138,,Drew Schechtman,,,drew.schechtman@voya.com,,List import
338696,,Matthew Koehler,,[Unknown],matt@msfincnaial.com,,
9618610,,Brian Reh,,,brireh@gorbel.com,,List import
10920008,Inactive Investor,Leah Bartley,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland ME 1 Monument Sq",leah.bartley@ml.com,,Salesforce
11105323,Inactive Investor,Rigoberto Guerra Martinez,,"Wells Fargo Clearing Services, LLC Phoenix AZ 15825 S Desert Foothills Pkwy",,,Salesforce
6651508,,Balaram Shtrodhor,,,balaramshutrodhor@gmail.com,,Web Form Fillout
1003174,Inactive Investor,Mathieu Boulianne,,dfuse,mathieuboulianne@gmail.com,,Other
181439,,Johannes Rehbein,,[Unknown],johannesrehbein31@gmail.com,,Event
10954971,Inactive Investor,Dan Mcintire,Associate,Edward Jones Roseville CA 8150 Sierra College Blvd,,,Salesforce
11094839,Inactive Investor,Stanley Chavis,,State Farm VP Management Corp. Clinton MS 402 Monroe St,stan.chavis.bwij@statefarm.com,,Salesforce
11162893,Inactive Investor,William Dean,,Morgan Stanley Boston MA 28 State St,,,Salesforce
10897315,Inactive Investor,Brian Hider,Chief Investment Officer,Landing Point Financial Group,bhider@landingpointfg.com,,Salesforce
9594173,,Kevin Dolph,,,kdolph@stratoswealthpartners.com,,List import
10800634,Inactive Investor,Gregory Bordelon,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Opelousas LA 2414 Jake Dr",gregory.bordelon@wfafinet.com,,Salesforce
9640091,,Catherine Leonard,,,catherinel@alleghanyfoundation.org,,List import
11120994,Inactive Investor,Connor Wurm,Associate Financial Advisor,"Ameriprise Financial Services, LLC Mankato MN 1930 Premier Dr",connor.wurm@ampf.com,,Salesforce
11172590,Inactive Investor,Andre Taylor,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10770958,Inactive Investor,Denise Adkins,Chief Compliance Officer;Chief Operating Officer;Director - Operations,Global Asset Management Group Longwood FL 2139 W State Road 434,denise.adkins@gamginc.com,,Salesforce
9562418,,Fred Stclair,,,fred.stclair@valic.com,,List import
11210047,Inactive Investor,Emily Heitman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11201460,Inactive Investor,Adriana Vivona,Registered Wealth Management Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,adriana.vivona@morganstanley.com,,Salesforce
9612374,,Stephen Marchica,,,stephen.marchica@guggenheimpartners.com,,List import
10760580,Inactive Investor,William Unkraut,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bill.unkraut@fmr.com,,Salesforce
11193556,Inactive Investor,Rick Felix,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Oakland CA 1999 Harrison St,rick.felix@morganstanley.com,,Salesforce
9618622,,Hal Linden,,,hal100555@aol.com,,List import
11177787,Inactive Investor,Rafal Zawlodzki,,"R.J. O'Brien Securities, LLC",rzawlodzki@rjobrien.com,,Salesforce
174504,,JIm Watt,,[Unknown],jimwatt2099@gmail.com,,
10871086,Inactive Investor,James Fricano,Chief Compliance Officer,"Congress Asset Management Company, LLP",jfricano@congressasset.com,,Salesforce
11145061,Inactive Investor,Charles Vaughan,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
10767262,Inactive Investor,Anthony Parisi,,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,anthony.parisi@ubs.com,,Salesforce
10798712,Inactive Investor,Michael Irwin,,"Raymond James Financial Services, Inc. Altoona PA 1200 17th St",,,Salesforce
9549907,,Mark Cannan,,,mark.cannan@ubs.com,,List import
91572,,Jason Hallmark,"Financial Advisor, Managing Partner","Securities America Advisors, Inc.",jason.hallmark@securitiesamerica.com,937-427-4280,
11092825,Inactive Investor,Barry Savage,,"Allstate Financial Services, LLC Richmond TX 20626 FM 1093 Rd",barrysavage@allstate.com,,Salesforce
11023153,Inactive Investor,Jean Catanese,Financial Advisor,"Cadaret, Grant & Co., Inc. Niagara Falls NY 6928 Williams Rd",jcatanese@cadaretgrant.com,,Salesforce
9614358,,Mark Cho,,,sehwani0130@gmail.com,,List import
11096801,Inactive Investor,Randy Gertner,Chief Compliance Officer;Chief Executive Officer,Physicians Capital Management LLC,,,Salesforce
9633010,,Mark Gross,,,markwgross@gmail.com,,List import
11056006,Inactive Investor,James Gray,,"Wealth Management of the Bluegrass, LLC.",,,Salesforce
10980496,Inactive Investor,Cole Adkins,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",cole.adkins@nm.com,,Salesforce
9591936,,Conor Coffey,,,conorcoffey@gmail.com,,List import
11203807,Inactive Investor,Bryce Cooney,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11143781,Inactive Investor,Renee Brunner,,Purshe Kaplan Sterling Investments Erie PA 5121 Zuck Rd,rbrunner@pksinvest.com,,Salesforce
9598065,,Henry Lin,,,heng001@hotmail.com,,List import
10932067,Inactive Investor,Charles Williams,Wealth Planning Associate,"RBC Capital Markets, LLC Saint Cloud MN 1015 W Saint Germain St",,,Salesforce
10646103,,Loretta Chiofolo,,,lchiofolo@americanportfolios.com,,List Import
10950405,Inactive Investor,Adjovi Kague,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
374057,,Henry McGill,,[Unknown],hackmcgill@gmail.com,,source
10612687,,Alan Becker,Financial Advisor,,alan.becker@lpl.com,,List Import
10933524,Inactive Investor,Jason Mellor,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10816476,Inactive Investor,Jim Casey,Branch Manager,LPL Financial LLC Fort Lauderdale FL 1333 S University Dr,,,Salesforce
10953283,Inactive Investor,Jerome Jones,,LPL Financial LLC Wichita KS 400 N Woodlawn St,jerome.jones@lpl.com,,Salesforce
10805760,Inactive Investor,Ward Brickner,,"American Portfolios Financial Services, Inc. Hauppauge NY 200 Motor Pkwy",wbrickner@americanportfolios.com,,Salesforce
11087823,Inactive Investor,Meghan McAuley,Executive Director;Private Banker,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,meghan.mcauley@jpmorgan.com,,Salesforce
10814566,Inactive Investor,David Scatterday,Financial Advisor,Edward Jones Glen Ellyn IL 509 N Main St,dave.scatterday@edwardjones.com,,Salesforce
11142095,Inactive Investor,Raoul Guillarte,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",raoul.guillarte@ml.com,,Salesforce
10775768,Inactive Investor,Deborah Moen,,"Truist Investment Services, Inc. Brooksville FL 1 E Jefferson St",debbie.moen@truist.com,,Salesforce
349878,,Shannon Smith,Vice President,Freedom Wealth Alliance,ssmith@freedomwealthalliance.com,262-798-7979,Manual List Upload
10855272,Inactive Investor,Stacey Englander,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",stacey.englander@raymondjames.com,,Salesforce
336425,,Sheila Hines,"Shareholder, customer Services Manager",Consolidated Planning Corporation,shines@cpcadvisors.com,404-879-3000,Manual List Upload
11004437,Inactive Investor,Patrick Long,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,patrick.long.rt5q@statefarm.com,,Salesforce
11018875,Inactive Investor,Louis Bizien,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,lmbizien@ft.newyorklife.com,,Salesforce
11031513,Inactive Investor,Arnold Respicio,,"Farmers Financial Solutions, LLC Stockton CA 2333 W March Ln",arespicio@farmersagent.com,,Salesforce
10788790,Inactive Investor,Nicholas Rice,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,nicholas.rice@fidelity.com,,Salesforce
11172033,Inactive Investor,Todd Kurisu,,"Mesirow Financial, Inc.",,,Salesforce
334006,,Michael Cowan,Business Supervisory Group,Silchester International Investors,mcowan@silchester.com,011-442-075187100,Manual List Upload
11172350,Inactive Investor,Kyle Lang,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kyle.lang@fidelity.com,,Salesforce
9615272,,qinwen cao,,,cara.cao0718@gmail.com,,List import
10842869,Inactive Investor,Ellen Gibson,Financial Advisor,"Raymond James & Associates, Inc. Indianapolis IN 10401 N Meridian St",grace.gibson@raymondjames.com,,Salesforce
10969856,Inactive Investor,Edward Patterson,,Vanguard Marketing Corporation,edward_patterson@vanguard.com,,Salesforce
9559180,,Margaret Salamy,,,margaret.salamy@lfg.com,,List import
11010874,Inactive Investor,Reynaldo Brown,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",reynaldo.brown@equitable.com,,Salesforce
11071499,Inactive Investor,Jessica Sheaffer,Financial Advisor,Morgan Stanley Newport Beach CA 800 Newport Center Dr,jessica.smith2@morganstanley.com,,Salesforce
10644838,,Yinghong Liu,,,yinghong.liu@tfaconnect.com,,List Import
10843165,Inactive Investor,Rodney Gholson,,LPL Financial LLC Vienna IL 703 N 1st St,rodney.gholson@lpl.com,,Salesforce
10840140,Inactive Investor,Tracy Coker,Financial Advisor,Edward Jones Bryan TX 1873 Briarcrest Dr,tracy.coker@edwardjones.com,,Salesforce
10892402,Inactive Investor,William Hoa,,J.P. Morgan Securities LLC Monterey Park CA 459 S Atlantic Blvd,william.hoa@jpmorgan.com,,Salesforce
10781545,Inactive Investor,Susan Roach,Senior Registered Associate;Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,susan.roach@morganstanley.com,,Salesforce
160602,,Vincent LE SAGESSE,,[Unknown],vincent_ls@hotmail.fr,,Paid Social
10973131,Inactive Investor,Lauren Xouleis,Client Service Associate,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,,,Salesforce
9638936,,Peter Church,,,pchurch@graniteportfolios.com,,List import
11023014,Inactive Investor,Peter Jankovskis,Portfolio Manager;Wealth Manager,"Arbor Financial Services, LLC",peter.jankovskis@arborfinancialservices.com,,Salesforce
10933308,Inactive Investor,Terence O'Brian,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10976868,Inactive Investor,Ali Aldifahi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10775639,Inactive Investor,Valerie Medeles,Investment Associate;Senior Client Associate,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",valerie.medeles@rbc.com,,Salesforce
11056382,Inactive Investor,Patricia Kovacic,,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,patricia_kovacic@glic.com,,Salesforce
10965349,Inactive Investor,Kristin Crowley,Chief Compliance Officer,Lantz Financial LLC,kris.crowley@lantzteam.com,,Salesforce
11119991,Inactive Investor,Ricardo Kassin-Nasser,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",ricardo.kassin@alexbrown.com,,Salesforce
10772807,Inactive Investor,Therese Dolezal,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,therese.dolezal@morganstanley.com,,Salesforce
9639257,,Emma Holden,,,emma.holden@schroders.com,,List import
11007222,Inactive Investor,Andrea Elcock,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,aelcock@primerica.com,,Salesforce
11021814,Inactive Investor,Rick Fraser,Financial Advisor,Edward Jones Midland MI 700 S Saginaw Rd,rick.fraser@edwardjones.com,,Salesforce
10757405,Inactive Investor,Lauren Olson,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",lolson3@ml.com,,Salesforce
11044898,Inactive Investor,Helen Barbato,Portfolio Associate,Morgan Stanley Melville NY 58 S Service Rd,helen.barbato@morganstanley.com,,Salesforce
11152495,Inactive Investor,Staci Streich,Investment Advisor Representative,"Osaic Wealth, Inc. Leawood KS 4400 College Blvd",,,Salesforce
11223318,,Chad Olson,,,colson@advisornet.com,,List Import
11232951,Inactive Investor,Daniel Peay,Relationship Banker,"Wells Fargo Clearing Services, LLC Roanoke VA 4206 Electric Rd",,,Salesforce
10987462,Inactive Investor,Nathan Barker,,"Pruco Securities, LLC. Ogden UT 1981 Painter Ln",nathan.barker@prudential.com,,Salesforce
11074987,Inactive Investor,Todd Andersen,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",todd.andersen@wellsfargoadvisors.com,,Salesforce
227854,, -,,[Unknown],chrisglend@gmail.com,,
9593655,,mark schilling,,,mark@upsidetechnology.co,,List import
10847054,Inactive Investor,Kathlene Garber,Financial Consultant,Thrivent Investment Management Inc. Chicago IL 1023 W Webster Ave,katie.garber@thrivent.com,,Salesforce
11088703,Inactive Investor,Jonathan Nieves,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
11090006,Inactive Investor,Jonathan Holljes,Investment Advisor Representative,Redwood Private Wealth Midlothian VA Private Residence,jon.holljes@redwoodprivatewealth.com,,Salesforce
10931149,Inactive Investor,Michael Hatchell,Financial Advisor,LPL Financial LLC Kaneohe HI Private Residence,michael.hatchell@lpl.com,,Salesforce
10814983,Inactive Investor,John Collins,Financial Advisor,"Wells Fargo Clearing Services, LLC Payson AZ 115 E State Hwy 260",john.collins@wellsfargo.com,,Salesforce
10975129,Inactive Investor,Beau Burton,,State Farm VP Management Corp. Columbus OH 991 Schrock Rd,beauburton@statefarm.com,,Salesforce
206779,,C B,,[Unknown],cyril1230@gmail.com,,
10762627,Inactive Investor,Catherine Nicholas,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",catherine.nicholas@wellsfargoadvisors.com,,Salesforce
218215,,Roger Simpson,,[Unknown],rajdaj@mail.com,,Direct
11133307,Inactive Investor,Stephen McClelland,Financial Advisor,Edward Jones Tallahassee FL 2030 Thomasville Rd,steve.mcclelland@edwardjones.com,,Salesforce
10931715,Inactive Investor,Arvind Chopra,Chief Compliance Officer;Managing Member,Sagepointe Advisors LLC,,,Salesforce
10935330,Inactive Investor,Richard Skelton,,"Osaic Wealth, Inc. Seal Beach CA 3030 Old Ranch Pkwy",,,Salesforce
10977683,Inactive Investor,Zhenhua Yuan,Financial Advisor,"Watts Gwilliam & Company, LLC",zhenhua@wattsgwilliam.com,,Salesforce
11208366,Inactive Investor,Daniel Strine,Investment Advisor;Partner,"Passive Capital Management, LLC Baltimore MD 2650 Quarry Lake Dr",dstrine@passivecapital.com,,Salesforce
9637054,,James Dailey,,,jdailey@halyardmgmt.com,,List import
10978540,Inactive Investor,Jamonte Washington,,PFS Investments Inc. Humboldt SD 122 S Main St,jwashington@primerica.com,,Salesforce
9557819,,william gregory,,,rusty@stonehengeinc.com,,List import
227489,,Gabe -,,Gabe [[Unknown]],clark.gabe@gmail.com,,
11137046,Inactive Investor,Craig Pedersen,Financial Advisor,Edward Jones Cottage Grove MN 8619 W Point Douglas Rd S,craig.pedersen@edwardjones.com,,Salesforce
168918,,Teun van Hinthum,,[Unknown],teunvhinthum@hotmail.com,,Paid Social
11021052,Inactive Investor,Ravi Chahil,Chief Compliance Officer;Chief Operating Officer,Volaris Capital Management LLC,ravi.chahil@volariscapital.com,,Salesforce
11086840,Inactive Investor,Vernon Syverson,Regional Vice President,PFS Investments Inc. Saint Paul MN 3435 Washington Dr,vernon.syverson@primerica.com,,Salesforce
9006183,,Turan Tuzcu,,,turantuzcu0@gmail.com,,Web form fillout
10935153,Inactive Investor,Denise Daley,,"MML Investors Services, LLC Upper Marlboro MD Private Residence",,,Salesforce
11149109,Inactive Investor,Frank Fattizzi,Financial Advisor;Financial Professional,LPL Financial LLC Melville NY 200 Broadhollow Rd,frank.fattizzi@lpl.com,,Salesforce
10924663,Inactive Investor,Galen Moore,Chief Compliance Officer;Vice President - Investment Operations,Wealthgate Family Office LLC,galen@wealthgatetrust.com,,Salesforce
10866339,Inactive Investor,Thien Thai,,State Farm VP Management Corp. Richardson TX 810 N Plano Rd,thien.x.thai.l6tp@statefarm.com,,Salesforce
9551278,,Harry Rubins,,,hrubins@securitiesamerica.com,,List import
232565,, -,,[[Unknown]],hesham7mail@gmail.com,,
10845274,Inactive Investor,Duff Mayer,Chief Executive Officer;President,"All Weather Portfolio Management, Inc. Laguna Hills CA 23276 S Pointe Dr",,,Salesforce
10883235,Inactive Investor,Daniel Arnold,Assistant Vice President,LPL Financial LLC,,,Salesforce
9562154,,Nkhumeleni Nkhumeleni,,,nkhumeleni.thavhiwa@investecmail.com,,List import
10842514,Inactive Investor,Gregory Jones,Financial Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",gregp.jones@nm.com,,Salesforce
11162028,Inactive Investor,Amel Guigli,Investment Advisor Representative,"Capital Financial Group, Inc.",amel.guigli@raymondjames.com,,Salesforce
10875844,Inactive Investor,Angela Moore,,"Kestra Investment Services, LLC Roswell GA 1243 Canton St",,,Salesforce
11220855,,Mirry Hwang,,,mhwang@jennison.com,,List Import
11063476,Inactive Investor,Richard Taylor,Member;Owner;President,"AVID Wealth Management Group, LLC Atlanta GA 3330 Cumberland Blvd SE",rtaylor@avidwealth.com,,Salesforce
10878081,Inactive Investor,Ahmad Bahrami,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",ahmad.bahrami@ml.com,,Salesforce
10930711,Inactive Investor,Lucas Ford,,"Osaic Wealth, Inc. Denver City TX 320 E Broadway St",lford@osaicwealth.com,,Salesforce
10936030,Inactive Investor,Nicholas Harris,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Metairie LA 3900 N Causeway Blvd",nicholas.harris@tiaa.org,,Salesforce
10939423,Inactive Investor,John Eife,,"Allstate Financial Services, LLC Brunswick GA 41 Professional Dr",,,Salesforce
10769366,Inactive Investor,William Utz,,Huntleigh Securities Corporation,billu@hntlgh.com,,Salesforce
335661,,Anatole Kaletsky,Shareholder Of Gavekal Capital Limited,Gavekal Capital Limited,akaletsky@gavekal.com,852-286-98363,Manual List Upload
9551907,,Marion Steward,,,marion.steward@lpl.com,,List import
10661558,,Bradley West,,,bwest@ppcpartners.com,,List Import
10768327,Inactive Investor,Daryl Planter,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",daryl.planter@ml.com,,Salesforce
10827365,Inactive Investor,Gary Kaltbaum,Chief Compliance Officer;Managing Member;President,Kaltbaum Capital Management Lake Mary FL 257 New Gate Loop,gkaltbaum@kaltbaum.net,,Salesforce
106197,,Paul Bond,,United States,bondpaulbond@gmail.com,,
10950585,Inactive Investor,Jeoffrey Lawrence,,PFS Investments Inc. Patchogue NY 475 E Main St,jeoffrey.lawrence@primerica.com,,Salesforce
10726229,,Dai Ngo,,,daiminhngo106@gmail.com,,Web Form Fillout
11047570,Inactive Investor,Darcy Stroinski,,Cetera Advisor Networks LLC Ankeny IA 817 N Ankeny Blvd,stroinskid@ceteranetworks.com,,Salesforce
11174900,Inactive Investor,Kathy Long,,"Osaic Wealth, Inc. Houston TX 2525 Bay Area Blvd",,,Salesforce
182328,,Siavash Hassani,,[Unknown],siavash.hassani2020@gmail.com,,
10961542,Inactive Investor,Mark Weinandt,Associate,Edward Jones San Antonio TX 14603 Huebner Rd,mark.weinandt@edwardjones.com,,Salesforce
9621340,,Chris Wallace,,,chrisw2727@yahoo.com,,List import
9626324,,Ayman Fawzi,,,aymanalrahho@yahoo.com,,List import
11205462,Inactive Investor,M Garcia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clovis CA 855 Pollasky Ave",mcarmen.garcia@ml.com,,Salesforce
10900566,Inactive Investor,Cameron Clark,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",cameron.clark@ml.com,,Salesforce
10979146,Inactive Investor,Brittany Prince,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brittany_prince@vanguard.com,,Salesforce
9581534,,Franklin Butler,,,fbutler@massmutual.com,,List import
10984404,Inactive Investor,Pamela Gabrish,,PFS Investments Inc. Madison WI 2916 Syene Rd,pgabrish@primerica.com,,Salesforce
10994820,Inactive Investor,Jack Sowada,Investment Advisor,Tradition Wealth Management LLC,jack.sowada@traditionwealth.com,,Salesforce
211381,,Steven Becker,CEO,UDHC,stevenb@udhc.finance,,Content
10979893,Inactive Investor,Thomas Rizzo,Chief Compliance Officer;Founder;Managing Member,Plectrum Advisers LLC,,,Salesforce
10758770,Inactive Investor,Doran Young,Complex Director;Complex Manager;Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,dyoung@janney.com,,Salesforce
10612194,,Joshua Goldberg,"Managing Director, Senior Wealth Advisor, Wealth Advisor",,jgoldberg@gylfinsyn.com,,List import
11037870,Inactive Investor,Daniel Keegan,,Deutsche Bank Securities Inc.,,,Salesforce
11033585,Inactive Investor,Joseph Johnsick,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",joseph.johnsick@nm.com,,Salesforce
10882981,Inactive Investor,Thomas Eichten,Financial Advisor,Edward Jones Mount Carmel IL 1204 Oak St,thomas.eichten@edwardjones.com,,Salesforce
239732,,David Pikes,,[Unknown],frenchiepikes@protonmail.com,,source
9604395,,Vivek Biswas,,,vivekbiswas@gmail.com,,List import
11144711,Inactive Investor,Henry Miller,Managing Partner,"Miller Investment Management, LP",hsmiller@millerinv.com,,Salesforce
11222972,,Scott Hawley,,,scott.hawley@freedomadvisors.com,,List Import
10774916,Inactive Investor,Nadya Mirza,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",nadya.mirza@ml.com,,Salesforce
9617462,,Ali Yusuf,,,cal_i@hotmail.com,,List import
10792281,Inactive Investor,Thomas Chambers,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",thomas.chambers@valic.com,,Salesforce
9568035,,Raymond -,,,raymondwcen@yahoo.com,,List import
11051345,Inactive Investor,Jonathan Beni,,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
9612586,,Bradley Hopp,,,bhopp@intrinsicedge.com,,List import
154173,,JoAnn Martindale,,[Unknown],joadale@yahoo.com,,
9606756,,Sorcha Mulligan,,,sbmulligan2016@gmail.com,,List import
11199961,Inactive Investor,Roger Gallagher,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,roger.a.gallagher@morganstanley.com,,Salesforce
11115266,Inactive Investor,Robert Riojas,,PFS Investments Inc. Tempe AZ 2245 W University Dr,rriojas@primerica.com,,Salesforce
9601223,,Randy Falconer,,,rjfent57@gmail.com,,List import
11057153,Inactive Investor,Philip Thomas,Paraplanner,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",philip.thomas@ampf.com,,Salesforce
11184641,Inactive Investor,Scott Polk,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",scott.polk@ampf.com,,Salesforce
10777360,Inactive Investor,James Roman,Financial Advisor,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,jim.roman@morganstanley.com,,Salesforce
11156461,Inactive Investor,Madelyn Bannon,,J.P. Morgan Securities LLC Broken Arrow OK 1651 N 9th St,,,Salesforce
9587123,,Nancy Deem,,,ndeem@hazlettburt.com,,List import
10921775,Inactive Investor,Gerald Lael,,"Farmers Financial Solutions, LLC Ellensburg WA 2301 W Dolarway Rd",,,Salesforce
11109853,Inactive Investor,Loren Edberg,Financial Professional,LPL Financial LLC Le Center MN 88 N Park Ave,loren.edberg@lpl.com,,Salesforce
11172889,Inactive Investor,Jonathan Dupre,Registered Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jonathan.dupre@ml.com,,Salesforce
11181681,Inactive Investor,Leslie Wilson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,leslie.wilson@fidelity.com,,Salesforce
9543718,,Travis Barr,,,travisbarr214@gmail.com,,List import
10757166,Inactive Investor,Denver Attaway,Senior Vice President - Investments,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",denver.attaway@raymondjames.com,,Salesforce
11081805,Inactive Investor,John Collmer,,Citigroup Global Markets Inc. Boston MA 1 Post Ofc Sq,,,Salesforce
10647215,,Michael Grodek,,,michael.a.grodek@jpmorgan.com,,List Import
10862294,Inactive Investor,Kevin Phillips,Senior Vice President - Private Wealth Management,Robert W. Baird & Co. Incorporated Davidson NC 130 Harbour Place Dr,kphillips@rwbaird.com,,Salesforce
9600514,,Andrew Fuller,,,andrew.fuller@thinkingbeyond.com,,List import
10894955,Inactive Investor,Gary Wolfe,,"Northwestern Mutual Investment Services, LLC Sugar Land TX 2245 Texas Dr",gary.wolfe@nm.com,,Salesforce
9632670,,Jane Caldwell,,,jane@ridgelywalsh.com,,List import
11182501,Inactive Investor,John Foley,,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",john.foley@rbc.com,,Salesforce
11260183,Inactive Investor,Tracey Randolph,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",tracey.randolph@nm.com,,Salesforce
9611993,,Nik Camaj,,,ncamaj5@gmail.com,,List import
10867941,Inactive Investor,Charles Korger,Wealth Advisor,Octavia Wealth Advisors LLC Sarasota FL Private Residence,ckorger@octaviawa.com,,Salesforce
10946384,Inactive Investor,April Mitchell,Managing Member,Tax Pro Advisor,april@thetaxproadvisor.com,,Salesforce
10765658,Inactive Investor,Carlos Bergouignan-Sotolongo,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,carlos.bergouignan@opco.com,,Salesforce
236276,, -,,[[Unknown]],122256394@qq.com,,
10994463,Inactive Investor,Lisa Naranjo,Associate Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 11675 Jollyville Rd",lisa.naranjo@ampf.com,,Salesforce
190310,,Steven Kleiman,Chief Compliance Officer; Executive Partner; General Counsel,Zazove Associates Llc,skleiman@zazove.com,1-847-239-7100,Manual List Upload
5417,, -,,[[Unknown]],lenz.alex@gmail.com,,Initial Salesforce Import
9557019,,George Ferguson,,,fergusong@myavantax.com,,List import
10657912,,Joshua Kozel,,,joshua.kozel@lpl.com,,List Import
10927621,Inactive Investor,Joseph Hubis,,PFS Investments Inc. Quakertown PA 101 E Mill St,joseph.hubis@primerica.com,,Salesforce
11083813,Inactive Investor,Katherine Shine,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10646702,,Kyle Kinsinger,,,kyle.kinsinger@thrivent.com,,List Import
10824099,Inactive Investor,Charles Smith,,Cetera Investment Services LLC Du Quoin IL 330 Southtowne Shopping Ctr,charles.smith@ceterais.com,,Salesforce
11003144,Inactive Investor,Arnold Yale,,"Wells Fargo Clearing Services, LLC Crystal River FL 1100 SE US Hwy 19",arnold.yale@wellsfargo.com,,Salesforce
9541979,,Anne Dixon-Grossman,,,annedxn030@gmail.com,,List import
10816563,Inactive Investor,Hideo Shiino,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",hideo.shiino@prudential.com,,Salesforce
10874575,Inactive Investor,Matthew Haddad,Financial Advisor,"Wells Fargo Clearing Services, LLC Billings MT 2235 Grant Rd",matthew.haddad@wellsfargo.com,,Salesforce
9577437,,Jonghyu Moo,,,backhana11@naver.com,,List import
9647573,,Li li,,,furrowsploughedbytime@sina.com,,List import
121745,,Jim Urtiaga,,United States,jimu0680@yahoo.com,,
10986127,Inactive Investor,Kimberly Bleck,Associate;Service Advisor,"Burkholder & Associates, LLC",kim@burkholderassociates.com,,Salesforce
9613791,,James Dunstan,,,jdunstan@st-philips.com,,List import
10879245,Inactive Investor,Justin Rhine,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",justin.rhine@schwab.com,,Salesforce
10769983,Inactive Investor,Carisse Gafni,,NYLIFE Securities LLC Reno NV 5340 Kietzke Ln,cmgafni@ft.newyorklife.com,,Salesforce
10937617,Inactive Investor,John Runkel,,LPL Financial LLC Altoona WI 3707 Hamilton Ave,john.runkel@lpl.com,,Salesforce
9601645,,Frank Jarboe,,,frank.jarboe@neacelukens.com,,List import
10814314,Inactive Investor,Sissy Levy,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
11144032,Inactive Investor,Odoll Williams,Financial Advisor,GWN Securities Inc. Daytona Beach FL 1601 Mason Ave,owilliams@gwnsecurities.com,,Salesforce
10992369,Inactive Investor,Luke Lehman,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,luke.lehman.y6ne@statefarm.com,,Salesforce
10949712,Inactive Investor,Richard Little,,PlanMember Securities Corporation Bend OR 424 NE Kearney Ave,,,Salesforce
10961477,Inactive Investor,Carol Duncan-Smith,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,cduncansmit@ft.newyorklife.com,,Salesforce
10766976,Inactive Investor,Daniel Klein,Director - Alternative Investments;Financial Advisor;Global Sports and Entertainment Director;Investing with Impact Director;Len,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,daniel.l.klein@morganstanley.com,,Salesforce
11074019,Inactive Investor,Tim Johnson,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,tim.f.johnson@jpmorgan.com,,Salesforce
9590486,,Vijay Kumar,,,vijaykumar919@icloud.com,,List import
10657171,,Luis Sosa,,,luis.e.sosa@chase.com,,List Import
372692,,COY JONES,,[Unknown],coy7174@aol.com,,source
10937491,Inactive Investor,Carol Vreeland,,LPL Financial LLC Portland OR 1020 SW Taylor St,carol.vreeland@lpl.com,,Salesforce
10958059,Inactive Investor,Kate Viar,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,,,Salesforce
10790039,Inactive Investor,Stephen James,Financial Advisor,Edward Jones Blackshear GA 600 Main St,stephen.james@edwardjones.com,,Salesforce
10982633,Inactive Investor,Daniel Lalima,,"Allstate Financial Services, LLC Plainview NY 10 Washington Ave",danlalima@allstate.com,,Salesforce
11141056,Inactive Investor,Trenton Scott,Financial Advisor,Edward Jones Port Arthur TX 8700 9th Ave,trenton.scott@edwardjones.com,,Salesforce
10968946,Inactive Investor,Nathanael Silin,Regional Leader,PFS Investments Inc. Newark CA 39899 Balentine Dr,nathanael.silin@primerica.com,,Salesforce
11253986,Inactive Investor,Zachary Snow,,Oppenheimer & Co. Inc. Baltimore MD 100 International Dr,,,Salesforce
9607622,,sdf sdf,,,sdf@gsdfs.com,,List import
337545,,Rana Mitra,Managing Director,Atalaya Capital Management Lp,mitra@atalayacap.com,212-201-1910,Manual List Upload
11083266,Inactive Investor,Brenda Chasteen,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",brenda.chasteen@wslife.com,,Salesforce
10836492,Inactive Investor,Louis Brown,Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,louis.m.brown.ii@morganstanley.com,,Salesforce
11154107,Inactive Investor,Marc Lalljee,,Citigroup Global Markets Inc.,marc.lalljee@citigroup.com,,Salesforce
10874091,Inactive Investor,Joseph Cefalu,Chief Compliance Officer;Managing Partner,"Downtown Wealth Studios, LLC",joe@dtwn.co,,Salesforce
11047136,Inactive Investor,Justin D'Agostino,Wealth Advisor,Vertex Partners,justin@vertexpartners.com,,Salesforce
11179355,Inactive Investor,Tina Chandler,,"Cambridge Investment Research, Inc. E Hampton MA 90 Cottage St",,,Salesforce
9583422,,Luis Becker,,,beckeresteve@gmail.com,,List import
10961933,Inactive Investor,Joseph Freemont,Associate Advisor,Commonwealth Financial Network Allentown PA 3440 Hamilton Blvd,jfreemont@commonwealth.com,,Salesforce
10840338,Inactive Investor,David Bornberg,,Cetera Advisors LLC Cocoa FL 412 High Point Dr,david.bornberg@ceteraadvisors.com,,Salesforce
10782377,Inactive Investor,Tracy Reynolds,Vice President,HSBC Securities (USA) Inc. Cranford NJ Private Residence,tracy.reynolds@us.hsbc.com,,Salesforce
10695966,,John Bright,,Bright Investments,jfbright@brightinvestments.com,,List Import
10828649,Inactive Investor,Amber Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Temecula CA 27555 Ynez Rd",,,Salesforce
10794042,Inactive Investor,James Hershey,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",james.hershey@prudential.com,,Salesforce
9558707,,Charles Wattam,,,ewattam@att.net,,List import
11114310,Inactive Investor,Sean Ryan,,Cetera Advisors LLC Wayne PA 460 E Swedesford Rd,sean.ryan@ceteraadvisors.com,,Salesforce
10804756,Inactive Investor,Brian Mullin,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
10868814,Inactive Investor,Bradford Bagby,Chief Compliance Officer;Director - Research;Manager;Member;Partner,"Trinity Capital Management, LLC",,,Salesforce
9599099,,Joseph Sarnecki,,,joseph.sarnecki@kestrafinancial.com,,List import
11207976,Inactive Investor,Daniel Mullinix,Member,Altamont Capital Management,,,Salesforce
11138991,Inactive Investor,Jason Egnew,Executive Director,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,jason.egnew@jpmorgan.com,,Salesforce
11216872,,Karla Brown,,,karla.kramer@lpl.com,,List Import
9570518,,Thomas Dynes,,,thomas.dynes@pnc.com,,List import
10978797,Inactive Investor,Trevor Straub,,J.P. Morgan Securities LLC Seattle WA 1950 6th Ave,trevor.straub@jpmorgan.com,,Salesforce
11080158,Inactive Investor,Susan Jenkins,Senior Client Associate,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,,,Salesforce
11074656,Inactive Investor,Li-Wen Chang,,"Farmers Financial Solutions, LLC Kennewick WA 1030 N Center Pkwy",,,Salesforce
11113007,Inactive Investor,Hannah Brock,Client Specialist,"First Horizon Advisors, Inc. Maryville TN 1766 W Lamar Alexander Pkwy",hpbrock@ftbadvisors.com,,Salesforce
11162613,Inactive Investor,Andrew Earle,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,andrew.earle@morganstanley.com,,Salesforce
11163019,Inactive Investor,Mark Spelts,Chief Compliance Officer;Founder;President,"Spelts Wealth Management, Inc",mark@speltswm.com,,Salesforce
11059259,Inactive Investor,Karen Holland,Wealth Advisor,Coppell Advisory Solutions LLC Belmont NC 123 N Main St,,,Salesforce
11111256,Inactive Investor,Kevin Honan,Private Client Banker,J.P. Morgan Securities LLC Northbrook IL 2801 Dundee Rd,kevin.d.honan@chase.com,,Salesforce
11068567,Inactive Investor,Ryan Daniel,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",ryan.daniel@nm.com,,Salesforce
11062093,Inactive Investor,Kevin Barragan,,Fidelity Brokerage Services LLC,,,Salesforce
346272,,Scott Margolis,"Head, Convertible Sales, Trading",Medalist Partners Corporate Finance Llc,smargolis@jmpsecurities.com,678-392-3150,Manual List Upload
9607605,,Carter Klinkhammer,,,carterklinkhammer@yahoo.com,,List import
10941313,Inactive Investor,Stephen Borriello,Private Client Advisor;Private Client Banker,J.P. Morgan Securities LLC Freehold NJ 302 W Main St,stephen.borriello@jpmorgan.com,,Salesforce
9601929,,Sudesh Lala,,,sudesh@indiacapmgt.com,,List import
9560338,,Eric Mattessich,,,emattessich@ayco.com,,List import
10850281,Inactive Investor,Craig O'Shoney,,"Grove Point Investments, LLC Knoxville TN 9724 Kingston Pike",coshoney@hbeckinc.com,,Salesforce
9613362,,Matthew George,,,matthew.r.george@allstate.com,,List import
10854315,Inactive Investor,Patrick Haggerty,,Aegis Capital Corp.,phaggerty@aegiscap.com,,Salesforce
141994,,Michael Paparella,,[Unknown],mp85259@gmail.com,,source
10661970,,Lauren Bozzelli,,,lauren@fairwaycapm.com,,List Import
10909195,Inactive Investor,Benjamin Tomczak,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Tolland CT 36 Buff Cap Rd",benjamin.tomczak@prudential.com,,Salesforce
10480898,,Resty Perdana Saputra,,,chadhel.madridista@gmail.com,,Web Form Fillout
9618916,,Christopher Galvin,,,cg@westerlycap.com,,List import
11080212,Inactive Investor,Oluwatimehin Sesby-Banjoh,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
10878819,Inactive Investor,David Henning,Senior Portfolio Manager,"Formidable Asset Management, LLC",dhenning@formidableam.com,,Salesforce
10855031,Inactive Investor,Barbara De Jong,Financial Advisor,Edward Jones Denver CO 1120 N Lincoln St,barbara.dejong@edwardjones.com,,Salesforce
11232995,Inactive Investor,Kirby Pennix,,"Wells Fargo Clearing Services, LLC Cary NC 1201 Walnut St",,,Salesforce
9588050,,Steve Basurto,,,steve.basurto@protonmail.com,,List import
9639015,,Ryan Stevens,,,rstevens@kbbsfinancial.com,,List import
10995542,Inactive Investor,Anders Hudson,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",anders.hudson@raymondjames.com,,Salesforce
10820245,Inactive Investor,Peter Ganey,,MissionSquare Investment Services,pganey@icmarc.org,,Salesforce
11174583,Inactive Investor,Tanner Williams,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",tanner.williams@equitable.com,,Salesforce
11109242,Inactive Investor,Christopher Skutnik,Financial Advisor,"Ameriprise Financial Services, LLC Jericho NY 390 N Broadway",chris.skutnik@ampf.com,,Salesforce
10926677,Inactive Investor,Jason Dall'Acqua,Advisor;Chief Compliance Officer;Founder,Crest Wealth Advisors LLC,jason@crestwealthadvisors.com,,Salesforce
11052130,Inactive Investor,Spiro Souliotis,,"Allstate Financial Services, LLC Herndon VA 1020 Elden St",spirosouliotis@allstate.com,,Salesforce
11026158,Inactive Investor,Pasquale Reale,,State Farm VP Management Corp. Victor NY 98 W Main St,,,Salesforce
10971979,Inactive Investor,Justin Garber,Financial Advisor,"Ameriprise Financial Services, LLC Huntingdon PA 206 2nd St",justin.garber@ampf.com,,Salesforce
11199935,Inactive Investor,Austin Newsome,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3414 Peachtree Rd NE",austin.newsome@wellsfargoadvisors.com,,Salesforce
10914768,Inactive Investor,Patricia Ranalli,,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,pranalli@janney.com,,Salesforce
10838497,Inactive Investor,Stacey Sternberg,Chief Compliance Officer;Relationship Manager,Parsons Capital Management Inc,stacey@parcap.com,,Salesforce
10753597,Inactive Investor,Jennifer Rhodes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",jennifer.l.rhodes@ml.com,,Salesforce
11187497,Inactive Investor,Jordan Lipp,Financial Advisor,LPL Financial LLC Sioux Falls SD 5120 E 57th St,jordan.lipp@lpl.com,,Salesforce
11091329,Inactive Investor,Joseph Pushkarewicz,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
10990498,Inactive Investor,Elizabeth Brooks,,"Wells Fargo Clearing Services, LLC Victorville CA 12527 Hesperia Rd",,,Salesforce
9624650,,muralidhar reddy,,,murali170@msn.com,,List import
10898111,Inactive Investor,Barbara Appling,,Purshe Kaplan Sterling Investments Atlanta GA 2002 Summit Blvd,bappling@pksinvest.com,,Salesforce
10996574,Inactive Investor,Gregory Nautu,,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,gnautu@primerica.com,,Salesforce
32762,,Michael Giannetti,Financial Advisor,"MML Investors Services, LLC",mgiannetti@massmutual.com,972-455-4307,
9634071,,hugh laughlin,,,hugh.laughlin@gmail.com,,List import
10782510,Inactive Investor,Bernie Boyd,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,bernie.boyd@fidelity.com,,Salesforce
10990792,Inactive Investor,Roya Mohammadi,,"Moloney Securities Co., Inc.",rmohammadi@moseco.com,,Salesforce
348130,,Ronald Cacciola,Director,Cevian Capital Ii Gp Limited,rc@ceviancapital.com,441-534-828513,Manual List Upload
9593877,,Randy Webb,,,randy.webb@signaturefamilywealth.com,,List import
11172632,Inactive Investor,John Mckinnon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9560896,,Benjamin Ollila,,,benjamin.ollila@thrivent.com,,List import
11120516,Inactive Investor,Stacy Tuma,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,stuma@primerica.com,,Salesforce
10968248,Inactive Investor,Nicholas Vyncke,,"LaSalle St Securities, L.L.C. Bettendorf IA 3484 Glenbrook Circle N",nvyncke@lasallest.com,,Salesforce
10873708,Inactive Investor,Cathy Thompson,,State Farm VP Management Corp. Edwards CO 27 Main St,cathy.thompson.coq1@statefarm.com,,Salesforce
10929927,Inactive Investor,Ronald Woltjer,,LPL Financial LLC Little Falls MN 113 E Broadway,ron.woltjer@lpl.com,,Salesforce
10889726,Inactive Investor,Randal King,Financial Advisor,"Ameriprise Financial Services, LLC Owensboro KY 2425 Frederica St",randal.king@ampf.com,,Salesforce
9633582,,park hyoun,,,lovely5182@naver.com,,List import
10785541,Inactive Investor,Jay Otto,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Dayton OH 7777 Washington Village Dr,jay.otto@morganstanley.com,,Salesforce
11109025,Inactive Investor,Joaquin Baquerizo,,Citigroup Global Markets Inc.,joaquin.baquerizo@citigroup.com,,Salesforce
10814051,Inactive Investor,Nicholas Greer,Financial Advisor,Lincoln Investment Bunnell FL 2016 Lake Disston Dr,ngreer@lincolninvestment.com,,Salesforce
9645761,,david vega,,,mini_mario_david@hotmail.com,,List import
10779853,Inactive Investor,Barbara Bobbin Wilkinson,,NYLIFE Securities LLC Tuckerton NJ 128 Cedar St,bbobbin@ft.newyorklife.com,,Salesforce
9599246,,Dudley Cunningham,,,dcunningham@bostonprivatebank.com,,List import
10860447,Inactive Investor,Michael Lavallee,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",lavalleem@stifel.com,,Salesforce
9614176,,Kwame Boateng,,,kboateng@odlumbrown.com,,List import
9647727,,Kevin Ireland,,,kevin.ireland@alpsinc.com,,List import
10984783,Inactive Investor,Craig Jones,Chief Diversity Officer;Managing Director,"The Colony Group, LLC Denver CO 2000 S Colorado Blvd",cjones@thecolonygroup.com,,Salesforce
11176549,Inactive Investor,Michael Busse,,"Raymond James Financial Services, Inc. Rochester MI 101 S Main St",,,Salesforce
10840058,Inactive Investor,Sally Wolff,,State Farm VP Management Corp. Thief River Falls MN 1901 Hwy 59 S,,,Salesforce
10821155,Inactive Investor,Dustin Hughes,Chief Compliance Officer;Investment Advisor;Managing Member;Partner,"360 Financial Partners, LLC",,,Salesforce
9552122,,Paul Hudson,,,phudson@gladebrookcapital.com,,List import
10780946,Inactive Investor,Michael Frohman,Director - Corporate Client Group;Senior Vice President;Wealth Advisor,Morgan Stanley Coral Springs FL 2825 N University Dr,michael.frohman@morganstanley.com,,Salesforce
9578378,,Lee Woodward,,,leewoodward55@gmail.com,,List import
9545434,,Ron Chem,,,xarbage@yahoo.com,,List import
11060547,Inactive Investor,Anthony Faicco,,Morgan Stanley Jericho NY 2 Jericho Plz,anthony.faicco@morganstanley.com,,Salesforce
11189765,Inactive Investor,Stephane Azoulay,,Evercore Group L.L.C.,stephane.azoulay@evercore.com,,Salesforce
11221860,,James Falcone,,,falconej@ceteranetworks.com,,List Import
11150759,Inactive Investor,Carlos De Olaguibel,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10970360,Inactive Investor,Daniel Schubert,Financial Advisor,Edward Jones Florissant MO 1120 Graham Rd,dan.schubert@edwardjones.com,,Salesforce
9549569,,Juan Villavicencio,,,juan.villavicencio@unionbank.com,,List import
9631684,,Purvi Thakkar,,,drpurvib@gmail.com,,List import
9584183,,Yohan Woo,,,maddangdoly@gmail.com,,List import
9618531,,Ari Ishkhanian,,,ari@empyrean.com,,List import
11138983,Inactive Investor,David Weible,Financial Advisor,LPL Financial LLC Valencia CA 27200 Tourney Rd,envision.wealth@lpl.com,,Salesforce
11054714,Inactive Investor,Andrea Chronister,,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,andrea.chronister@primerica.com,,Salesforce
9625618,,Jun Ouyang,,,fitzsky9@gmail.com,,List import
11111938,Inactive Investor,George Carter,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
11092932,Inactive Investor,Donald Hartman,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Gainesville FL 2114 NW 40th Ter",donald.hartman@valic.com,,Salesforce
10808860,Inactive Investor,Judith Vicks-Sweet,President,Strategic Financial Services,jsweet@investstrategic.com,,Salesforce
11219536,,Jennifer Soltis,,,jsoltis@vanfin.com,,Other
11127069,Inactive Investor,Richard Miktus,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",richard.miktus@ml.com,,Salesforce
11078402,Inactive Investor,Justin Weidner,,Deutsche Bank Securities Inc.,,,Salesforce
11107357,Inactive Investor,Gregory Pfaff,,Cetera Financial Specialists LLC Naperville IL 1856 Ranchview Dr,gregory.pfaff@ceterafs.com,,Salesforce
10921381,Inactive Investor,Paul Dellino,Financial Advisor,Edward Jones Everett WA 10101 19th Ave SE,paul.dellino@edwardjones.com,,Salesforce
10644933,,Adriana Vargas,,,avargas@mesirowfinancial.com,,List Import
11183522,Inactive Investor,Glenn Munro,,"Isler Wealth Management, LLC",gmunro@islerwealth.com,,Salesforce
11175114,Inactive Investor,Peter Danas,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",peter_danas@ml.com,,Salesforce
10906655,Inactive Investor,Samuel Henderson,Financial Advisor;Wealth Advisor,LPL Financial LLC Fort Myers FL 12444 Brantley Commons Ct,samuel.henderson@lpl.com,,Salesforce
11050058,Inactive Investor,Adrian Lyles,Chief Compliance Officer;Managing Member;President,Lyles Wealth Management LLC,adrian@lyleswealth.com,,Salesforce
348528,,Bryce Youngren,Managing Member,"Polaris Growth Management, Llc",byoungren@polarispartners.com,781-290-0770,Manual List Upload
11142742,Inactive Investor,Michael Wagner,Executive Director;Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,michael.wagner@morganstanley.com,,Salesforce
11171303,Inactive Investor,Dwayne Edrae Sato,,J.P. Morgan Securities LLC Brooklyn NY 444 5th Ave,dwayne.sato@jpmorgan.com,,Salesforce
11097793,Inactive Investor,Guy Clemente,Managing Director,Aegis Capital Corp. Whitestone NY Private Residence,,,Salesforce
170255,,Aamir Murad,,[Unknown],aamir.mur94@gmail.com,,Paid Social
11078504,Inactive Investor,Jason Bonnema,Financial Consultant,Thrivent Investment Management Inc. Blue Earth MN 216 N Main St,jason.bonnema@thrivent.com,,Salesforce
11223003,,James Mick,,,jmick@tortoiseecofin.com,,List Import
9604390,,Reno Iannuccilli,,,renomiannuccilli@gmail.com,,List import
349891,,DANNY BELL,,"Ifg Advisory, Llc",dbell@intfingroup.com,770-353-6331,Manual List Upload
11005686,Inactive Investor,Todian Daveed,,J.P. Morgan Securities LLC Winnetka IL 851 Spruce St,todian.daveed@jpmorgan.com,,Salesforce
9547556,,Scott Bondsman,,,scott@syncbond.com,,List import
11182701,Inactive Investor,Karen Hestroffer,,"W&S Brokerage Services, Inc. Orland Park IL 15321 S 94th Ave",karen.hestroffer@wslife.com,,Salesforce
11203313,Inactive Investor,Margaret Baer,Chief Compliance Officer,Savant Wealth Management,mbaer@savantwealth.com,,Salesforce
2543964,,Rajusingh Rajusingh,,,rajusingh6200201414@gmail.com,,
11106729,Inactive Investor,Christopher Fry,Chief Executive Officer;Founder;President;Regulatory Contact,"Capital Asset Management, Inc.",tfry@capitalassetmgmt.com,,Salesforce
11166722,Inactive Investor,Ihar Ramaniuk,,J.P. Morgan Securities LLC Brooklyn NY 5136 Kings Plz,ihar.ramaniuk@jpmorgan.com,,Salesforce
11127153,Inactive Investor,Matthew Monroe,Financial Advisor,Robert W. Baird & Co. Incorporated Princeton IN 707 Vail St,,,Salesforce
11098779,Inactive Investor,Brian Young,Director,"Sovran Advisors, LLC Costa Mesa CA 3200 Park Center Dr",brian.young@sovranpartners.com,,Salesforce
9567305,,Leo Liu,,,lliu@vertexventures.com,,List import
348500,,John Sinnenberg,Chairman And Member,Cyprium Partners,jsinnenberg@cyprium.com,216-453-4500,Manual List Upload
10911901,Inactive Investor,Galen Herbst De Cortina,Chief Compliance Officer;Managing Member;Owner,Buff Your Finances Newbury Park CA 253 Windrose Ct,galen@buffyourfinances.com,,Salesforce
9543932,,Bartosz Olszewski,,,fokusguru@gmail.com,,List import
9546707,,Brittany Duran,,,brittany.duran@fidelity.com,,List import
9611104,,Larry Seigelstein,,,lseigelstein@eawmcb.com,,List import
11114385,Inactive Investor,Michael Woods,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",mikewoods@financialguide.com,,Salesforce
10858289,Inactive Investor,Carol Ramsdell,,"Wells Fargo Advisors Financial Network, LLC Rochester NY 1640 Penfield Rd",carol.ramsdell@wellsfargoadvisors.com,,Salesforce
10805775,Inactive Investor,Jerry Scarrow,,"Raymond James Financial Services, Inc. Eagle ID 1025 S Bridge Way Pl",,,Salesforce
11041113,Inactive Investor,Collin Banks,,J.P. Morgan Securities LLC Yorkville IL 110 E Veterans Pkwy,collin.banks@jpmorgan.com,,Salesforce
9646463,,Adriana Pereira,,,apereira@noesis-capital.com,,List import
9603745,,Muhammet Aytekin,,,profesyonell.35@hotmail.com,,List import
11132458,Inactive Investor,Thomas Sizemore,Owner,Sizemore Financial Services Decatur GA 201 Swanton Way,,,Salesforce
10894256,Inactive Investor,Ann Marie Tyrrell,,LPL Financial LLC Redding CA 1404 West St,ann-marie.tyrrell@lpl.com,,Salesforce
371154,,Hannah Stott-Bumsted,,[Unknown],hannah@builtitproductions.com,,source
1003228,Inactive Investor,Rob Nance,,CityBlock Capital,rob@cityblockcapital.com,,3rd Party Lead Gen
10958687,Inactive Investor,John Sgombick,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,,,Salesforce
11095548,Inactive Investor,David Anderson,,"M Holdings Securities, Inc.",david.anderson@mfin.com,,Salesforce
9595007,,Jared Cox,,,jcox@sequoia-financial.com,,List import
10844144,Inactive Investor,John Karkazis,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",john.karkazis@wellsfargoadvisors.com,,Salesforce
10935041,Inactive Investor,Kejia Wang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 5700 Tennyson Pkwy",kejia.wang@tfaconnect.com,,Salesforce
9591050,,William Deniger,,,bdeniger@earthlink.net,,List import
10881825,Inactive Investor,James Munsey,Wealth Advisor,"TVAMP, LLC Oak Ridge TN 687 Emory Valley Rd",jimmy.munsey@tvamp.com,,Salesforce
11024070,Inactive Investor,Jennifer Gause,,"N.I.S. Financial Services, Inc.",,,Salesforce
9629167,,Joe Joe,,,ilovetablets@gmail.com,,List import
10879377,Inactive Investor,Jeffrey Sundberg,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Folsom CA 2600 E Bidwell St",,,Salesforce
9620394,,Brad Pitt,,,zmacker34@yahoo.com,,List import
9638343,,Jamie Binger,,,jbinger@msufoundation.org,,List import
11182649,Inactive Investor,Peter Hubbard,,PFS Investments Inc. Albany NY 3 Pine West Plz,peterhubbard@primerica.com,,Salesforce
11077066,Inactive Investor,Basilio Henriquez,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,basilio.a.henriquez@jpmorgan.com,,Salesforce
10933927,Inactive Investor,Terry Wu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10928839,Inactive Investor,Ronald Denman,,"American Capital Management, Inc.",,,Salesforce
11117861,Inactive Investor,Fred Berry,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",fred_berry@ml.com,,Salesforce
9567225,,Sam Volkering,,,sam.volkering@southbankresearch.com,,List import
10755826,Inactive Investor,Cheryl Lopez,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 4510 Executive Dr",cheryl.x.lopez@ampf.com,,Salesforce
187299,,Joseph Campbell,Managing Director,"Stratos Wealth Partners, Ltd",joe.campbell@suntrust.com,(919) 941-9222,
11055428,Inactive Investor,James Mitchell,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9569458,,John Mello,,,jmello@zweig-dimenna.com,,List import
10839500,Inactive Investor,Susan Cummings,Financial Advisor,LPL Financial LLC Hedgesville WV Private Residence,susan.cummings@lpl.com,,Salesforce
10868773,Inactive Investor,Laurie Rosenthal,,LPL Financial LLC Vacaville CA 3333 Vaca Valley Pkwy,laurie.rosenthal@lpl.com,,Salesforce
10806597,Inactive Investor,Douglas Bennington,,"R. Seelaus & Co., LLC",dbennington@rseelaus.com,,Salesforce
9640233,,Robert Beale,,,bbeale@lasersonline.org,,List import
11131903,Inactive Investor,Jeffrey Scott,Investment Advisor Representative,"FSC Wealth Advisors, LLC",jscott@fscwealthadvisors.com,,Salesforce
11053448,Inactive Investor,Casey Metcalf,Chief Compliance Officer;Managing Member,"Metcalf Investment Management, LLC",,,Salesforce
9592580,,Michael Loggia,,,mloggia@gmail.com,,List import
10886981,Inactive Investor,Robert Hillenbach,,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",rhillenbach@ibrokernet.com,,Salesforce
9607557,,Timothy Grove,,,tim@hfaplanning.com,,List import
11111110,Inactive Investor,Joseph Gauvin,Senior Financial Advisor,Stonehearth Capital Management,joseph@stonehearthcapital.com,,Salesforce
11139135,Inactive Investor,Kelle Huffman,Financial Advisor,LPL Financial LLC Hickory NC 74 8th St SE,kelle.huffman@lpl.com,,Salesforce
11212821,Inactive Investor,Colleen Kaltenbach,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10612771,,Payton Crossley,Financial Advisor,,payton.crossley@lpl.com,,List Import
10906099,Inactive Investor,Anne Flores,Registered Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11098148,Inactive Investor,Daniel Piazza,,"Cambridge Investment Research, Inc. Des Plaines IL 2800 S River Rd",,,Salesforce
11097515,Inactive Investor,Lauren Rich,Managing Director;Wealth Advisor,"Linscomb Wealth, Inc.",lrich@linscomb-williams.com,,Salesforce
11238434,Inactive Investor,Michael White,,Addenda Capital,m.white@addenda-capital.com,,Salesforce
10846317,Inactive Investor,James Sterling,,"Raymond James Financial Services, Inc. Bel Air MD 108 N Bond St",james.sterling@raymondjames.com,,Salesforce
11156279,Inactive Investor,Domonique Williams,,J.P. Morgan Securities LLC Atlanta GA 595 Piedmont Ave NE,domonique.williams@chase.com,,Salesforce
11143673,Inactive Investor,Lisa Raboin,Senior Financial Associate,Oppenheimer & Co. Inc. Lake Oswego OR 5000 Meadows Rd,,,Salesforce
11237200,Inactive Investor,Robert Eklund,Financial Advisor,Leading Edge Financial Planning LLC Monument CO Private Residence,robert@leadingedgeplanning.com,,Salesforce
11193007,Inactive Investor,Victoria Lowery,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",vlowery@financialguide.com,,Salesforce
11033550,Inactive Investor,Kevin Quinn,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",kevin.quinn@mutualofomaha.com,,Salesforce
11117384,Inactive Investor,Dusty Woods,,NYLIFE Securities LLC Anderson SC Private Residence,dgwoods@ft.newyorklife.com,,Salesforce
10835155,Inactive Investor,William Roark,Chief Compliance Officer;Co-Founder;Managing Member;President,"RS Asset Management, LLC",bob@rsassetmanagement.com,,Salesforce
10877842,Inactive Investor,William Leete,Wealth Advisor,"Monte Financial Group, LLC",william.h.leete@montefinancialgroup.com,,Salesforce
10843625,Inactive Investor,Fatima Dickey,Limited Partner;Portfolio Manager;Regulatory Contact;Senior Managing Principal,"Lagoda Investment Management, L.P.",fdickey@lagodaim.com,,Salesforce
11012632,Inactive Investor,Laura O'Neil,,"Investment Leadership, LLC",loneil@investmentleadership.com,,Salesforce
10796913,Inactive Investor,William Eastman,Branch Manager;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Pinehurst NC 7 Villiage Club Ct",eastmanw@stifel.com,,Salesforce
9564065,,Leland Proshek,,,lproshek@sigmarep.com,,List import
11192602,Inactive Investor,Susan Tillery,Chief Executive Officer;President,"Paraklete Financial, Inc.",stillery@parakletefinancial.com,,Salesforce
352468,,Jason Cohen,"Vice President, Portfolio Initiatives","Roark Capital Management, Llc",jcohen@roarkcapital.com,404-591-5200,Manual List Upload
10973115,Inactive Investor,Max Teyral,,Vanguard Marketing Corporation,max_teyral@vanguard.com,,Salesforce
10807261,Inactive Investor,Kelly Karecki,Wealth Management Associate,Morgan Stanley Barrington IL 760 W Main St,kelly.karecki@morganstanley.com,,Salesforce
11040396,Inactive Investor,Alexander Urbanek,Regulatory Contact;Wealth Advisor,"Von Berge Wealth Management Group, LLC",alex@vbwmgt.com,,Salesforce
10876624,Inactive Investor,Meredith Johnson,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10874027,Inactive Investor,Ching Koh,Financial Advisor;Practice Manager,"Ameriprise Financial Services, LLC Kirkland WA 4055 Lake Washington Blvd NE",pin.r.koh@ampf.com,,Salesforce
10835370,Inactive Investor,Stephen Trottier,Financial Advisor;Senior Systems Administrator,LPL Financial LLC Kennebunk ME 62 Portland Rd,stephen.trottier@lpl.com,,Salesforce
11181224,Inactive Investor,John McLaughlin,Financial Advisor;Senior Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,john.mclaughlin@morganstanley.com,,Salesforce
9551360,,Eric Jackson,,,ebjackson@ft.newyorklife.com,,List import
11193768,Inactive Investor,Tyler Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Temecula CA 27250 Via Industria",tyler.johnson@ampf.com,,Salesforce
10888282,Inactive Investor,Clark Hostetter,Financial Advisor,LPL Financial LLC Hollsopple PA 214 Woodstown Hwy,clark.hostetter@lpl.com,,Salesforce
11046336,Inactive Investor,John Joliat,Chief Compliance Officer;Managing Director;Managing Member,Branch Capital Management,jjoliat@branchcap.com,,Salesforce
10919947,Inactive Investor,Sierra Brown,,"Kestra Investment Services, LLC",,,Salesforce
352639,,Laura Dixon,Investment Service Coordinator,Armstrong Dixon,ldixon@www.armstrongdixon.com,443-563-1111,Manual List Upload
11033724,Inactive Investor,George Carranza,,"Allstate Financial Services, LLC Denton TX 2430 S I 35 E",gcarranza@allstate.com,,Salesforce
10805136,Inactive Investor,Pamala Cross,Client Service Associate;Compliance Analyst,"Ameriprise Financial Services, LLC Saint Paul MN 900 Long Lake Rd",pamala.k.cross@ampf.com,,Salesforce
11008693,Inactive Investor,Ryan Hysmith,,"Tribal Capital Markets, LLC",,,Salesforce
10790301,Inactive Investor,Ralph Bathanti,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",ralph.bathanti@prudential.com,,Salesforce
10868679,Inactive Investor,Fei Wang,Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,fei.wang@morganstanley.com,,Salesforce
11179093,Inactive Investor,Toria May,,J.P. Morgan Securities LLC Oakland CA 3005 Broadway,toria.may@chase.com,,Salesforce
11021626,Inactive Investor,Matthew Moy,,J.P. Morgan Securities LLC Chicago IL 3714 N Broadway St,matthew.moy@chase.com,,Salesforce
10878417,Inactive Investor,Tarl Reynoso,Investment Advisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 493 S Orem Blvd",tarl.reidreynoso@transamerica.com,,Salesforce
372480,,Akira Nagahama,,Japan,akira.jp1106@icloud.com,,Salesforce
10980847,Inactive Investor,Barbara Glover,Advisor,"JFS Wealth Advisors, LLC Doylestown PA 2005 S Easton Rd",bglover@jfswa.com,,Salesforce
11115343,Inactive Investor,Philip Primeau,,PFS Investments Inc. Norwell MA 40 Accord Park Dr,philip.primeau@primerica.com,,Salesforce
11172190,Inactive Investor,Kathryn Lund-Wilde,Manager;Senior Advisor,"Milestone Financial Planning, LLC",,,Salesforce
231498,,Sheree Byrd -,,Sheree Byrd [[Unknown]],goldenariesgurl7593@gmail.com,,Direct
11006233,Inactive Investor,Sarah Hittler,,"Wells Fargo Clearing Services, LLC Winder GA 25 E May St",,,Salesforce
10904829,Inactive Investor,Debra Pardo,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,debra.pardo@primerica.com,,Salesforce
10940993,Inactive Investor,Vanessa Lange,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,vanessa.lange@primerica.com,,Salesforce
11045898,Inactive Investor,Yohan Sivakumar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,yohan_sivakumar@vanguard.com,,Salesforce
10873303,Inactive Investor,Yehuda Goldfein,Financial Advisor,Morgan Stanley Toms River NJ 1433 Hooper Ave,,,Salesforce
11232222,Inactive Investor,Daniel Menendez,,UBS Financial Services Inc.,,,Salesforce
10908135,Inactive Investor,Matthew Bouapha,Wealth Investment Management Case Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
9555927,,Andrew Greeson,,,andrew.greeson@53.com,,List import
11100541,Inactive Investor,Doris Wang,,PlanMember Securities Corporation Campbell CA 901 Campisi Way,,,Salesforce
9641911,,Matt Wiles,,,mwiles@crestonecapital.com,,List import
11212230,Inactive Investor,Devin Ruthstrom,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",devin.ruthstrom@nm.com,,Salesforce
9561953,,Yaindhi -,,,yaindhimorel18@hotmail.com,,List import
10822227,Inactive Investor,Aquib Khan,Financial Advisor;Financial Planning Specialist,Morgan Stanley Stillwater MN 270 Main St N,aquib.khan@morganstanley.com,,Salesforce
11111271,Inactive Investor,Steven Umstead,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",steven.umstead@schwab.com,,Salesforce
10887274,Inactive Investor,Michael Policar,Chief Compliance Officer;Financial Planner;Investment Advisor Representative;Managing Member,"NGP Financial Planning, LLC",mp@ngpfp.com,,Salesforce
10882790,Inactive Investor,Colton Duffy,Director - Financial Planning;Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",colton.duffy@nm.com,,Salesforce
10536838,,Felix Correa,,,correashena397@gmail.com,,Web Form Fillout
11221218,,Liam Obrien,,,lobrien@ftportfolios.com,,List Import
11159654,Inactive Investor,Michael Bilik,Financial Advisor,Edward Jones Toledo OH 7255 Crossleigh Ct,mike.bilik@edwardjones.com,,Salesforce
11026852,Inactive Investor,Arish Nurani,Wealth Advisor,"BEAM Wealth Advisors, Inc. Atlanta GA 7 Piedmont Ctr NE",anurani@beamwealth.com,,Salesforce
9619795,,L G,,,len.george@gmail.com,,List import
9606132,,Paul Dunits,,,pdunits@hotmail.com,,List import
343895,,Daniel Archer,"Founding Principal, Managing Member","ACT Wealth Management, LLC",darcher@actwm.com,214-618-2022,Manual List Upload
10824894,Inactive Investor,Bradley Baldridge,,"Cambridge Investment Research, Inc. New Berlin WI 2810 S Calhoun Rd",,,Salesforce
10768829,Inactive Investor,James Swindell,,Evercore Group L.L.C.,james.swindell@evercore.com,,Salesforce
9562100,,Raafat Hashem,,,raafathashem@gmail.com,,List import
10758123,Inactive Investor,John Beliveau,Board Member;Managing Director;Portfolio Manager,H.M. Payson,jsb@hmpayson.com,,Salesforce
10753877,Inactive Investor,Brenda Catalanatto,,"Centaurus Financial, Inc. Baton Rouge LA 6965 Jefferson Hwy",,,Salesforce
10914104,Inactive Investor,Joshua Goldberg,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11096533,Inactive Investor,Mary Reha,Co-Founder;Founder;Member;President,"Arete Financial Solutions, LLC Goodyear AZ 2440 N Litchfield Rd",,,Salesforce
11137552,Inactive Investor,Scott Schlisner,Financial Advisor,LPL Financial LLC Madison SD 207 N Egan Ave,scott.schlisner@lpl.com,,Salesforce
11053009,Inactive Investor,Stephen Vigesaa,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",stephen.vigesaa@prudential.com,,Salesforce
10750745,,Pratik Patel,,,pratik.t7722998@gmail.com,,Web Form Fillout
11107154,Inactive Investor,Patrick Oneill,,Vanguard Marketing Corporation,patrick_oneill@vanguard.com,,Salesforce
11254298,Inactive Investor,Michael Cornette,,Commonwealth Financial Network Middletown NJ Private Residence,mcornette@commonwealth.com,,Salesforce
1004771,Inactive Investor,Shree Purohit,,Shree Abhishek Purohit,purohit360@gmail.com,4152649946,Other
11112148,Inactive Investor,John Goulos,,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",john.goulos@ampf.com,,Salesforce
11133312,Inactive Investor,Lisa Kopco,Financial Advisor,Edward Jones Amherst OH 229 S Main St,lisa.kopco@edwardjones.com,,Salesforce
11000295,Inactive Investor,Leviticus Brown,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",leviticus.brown@equitable.com,,Salesforce
11129183,Inactive Investor,James Pipkin,Financial Advisor,Edward Jones Wood River IL 656 Wesley Dr,jim.pipkin@edwardjones.com,,Salesforce
11054980,Inactive Investor,Gregory Knisely,,"American Portfolios Financial Services, Inc. Lancaster PA 1755 Oregon Pike",gknisely@americanportfolios.com,,Salesforce
11187263,Inactive Investor,Danny Murphy,Financial Advisor;First Vice President,Morgan Stanley Tallahassee FL 3520 Thomasville Rd,danny.murphy@morganstanley.com,,Salesforce
9596336,,Richard Antonini,,,rich.antonini@plantemoran.com,,List import
11023067,Inactive Investor,James May,Chief Compliance Officer,Terra Wealth,david@terrawealth.com,,Salesforce
11037256,Inactive Investor,Richard Myers,,"Western International Securities, Inc.",rmyers@wisdirect.com,,Salesforce
9594499,,Rosa Ortiz,,,rortiz@bppr.com,,List import
11079942,Inactive Investor,John Wells,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,john.wells@fidelity.com,,Salesforce
9547805,,Jordan vandy,,,jordanv23@msn.com,,List import
10952928,Inactive Investor,Iryna Kukurudziak,,Deutsche Bank Securities Inc.,iryna@deutschewealth.com,,Salesforce
11194761,Inactive Investor,Susanna Spitler,,Fidelity Brokerage Services LLC Roanoke TX Private Residence,,,Salesforce
9607365,,Charles Stout,,,cstout@dbroot.com,,List import
10909394,Inactive Investor,Daryl Haarer,,"Osaic Wealth, Inc. Middlebury IN Private Residence",,,Salesforce
243659,,Dave Wolf,Clarity Life Insurance Ltd,Clarity Life Insurance Ltd,dave@lawfirmwolf.com,,Manual List Upload
11129300,Inactive Investor,Alex Casale,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,alex.casale@ceterainvestors.com,,Salesforce
10611215,,Joseph Irizarry,Financial Advisor,,joseph.x.irizarry@ampf.com,,List Import
11039309,Inactive Investor,Larry Hale,,"Allstate Financial Services, LLC Goodlettsville TN 308 Bluebird Dr",lhale@allstate.com,,Salesforce
11118950,Inactive Investor,Justin Krukar,,J.P. Morgan Securities LLC Bainbridge Island WA 231 Winslow Way E,,,Salesforce
10784636,Inactive Investor,Ronald Vinsant,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",ronald_vinsant@ml.com,,Salesforce
179823,,Cooper Tong,,[Unknown],cooper.tong@davispolk.com,,Organic Search
10851092,Inactive Investor,Donna Fox,,"Raymond James Financial Services, Inc. Chalfont PA 3425 Limekiln Pike",donna.fox@raymondjames.com,,Salesforce
10873891,Inactive Investor,Randall Razidlo,Financial Advisor,"Ameriprise Financial Services, LLC Hutchinson MN 134 Main St S",randy.razidlo@ampf.com,,Salesforce
11082462,Inactive Investor,Avanee Patel,Director;Private Banker,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,avanee.patel@citigroup.com,,Salesforce
346188,,Sam Heriegel,Product Manager,"Chatham Investment Advisors, Llc",sheriegel@chathamfinancial.com,610-925-3120,Manual List Upload
11111477,Inactive Investor,Joel Rolla,,B. Riley Wealth Management Ofallon IL Private Residence,jrolla@brileywealth.com,,Salesforce
9599425,,Lytle Rather,,,lrather@rkcapital.com,,List Import
10647937,,James Johnson,,,james@varrafinancial.com,,List Import
10978635,Inactive Investor,Robyn Sherman,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,robyn.sherman@primerica.com,,Salesforce
9613138,,Geoffrey Dybas,,,geoffrey.dybas@dpimc.com,,List import
10647006,,Brent Burrows,,,brent.burrows@raymondjames.com,,List Import
9609285,,ashish shah,,,shah.ashish27@gmail.com,,List import
230390,, -,,[[Unknown]],sunkey01@naver.com,,
10604514,,Jonathon Aggen,Investment Advisor,Boca Financial Services,jon@boca-financial.com,3092514600,List Import
373501,,Herbert Schwartz,,[Unknown],03praline_boulder@icloud.com,,source
11219014,,Randall Holcombe,,,randall.holcombe@ceterafs.com,,Other
9593753,,Mark Orgel,,,mark.orgel@orgelwealth.com,,List Import
10839139,Inactive Investor,Christopher Bell,Chief Compliance Officer;Owner;Vice President,"Bass and Bell, Inc.",,,Salesforce
10970187,Inactive Investor,Nicholas Favazza,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,,,Salesforce
347958,,TEMP IV,Certified Fund Specialist,"Ifg Advisory, Llc",temp@ifpplans.com,770-353-6331,Manual List Upload
11186879,Inactive Investor,Laura Walters,Owner,First Financial Strategies Inc,,,Salesforce
11012722,Inactive Investor,Brandon Brown,,PFS Investments Inc. Desoto TX 1638 N Hampton Rd,,,Salesforce
11027715,Inactive Investor,Nathan Boie,,"Avantax Investment Services, Inc. Moorhead MN 1902 30th Ave S",,,Salesforce
11165574,Inactive Investor,Daxesh Bhavsar,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",danny.bhavsar@schwab.com,,Salesforce
11170960,Inactive Investor,Kimberly Guirl,,Cetera Advisor Networks LLC Evergreen CO Private Residence,guirlk@ceteranetworks.com,,Salesforce
11213274,Inactive Investor,George Smith,,"Avantax Investment Services, Inc. Hanna City IL Private Residence",george.smith@myavantax.com,,Salesforce
10969516,Inactive Investor,Joshua Dreps,,Edward Jones Charlotte MI 722 W Lawrence Ave,,,Salesforce
10765559,Inactive Investor,Stephen Sperling,Senior Vice President,Wintrust Investments LLC Palatine IL 110 W Palatine Rd,ssperling@wintrustwealth.com,,Salesforce
11172521,Inactive Investor,Michael Swartz,Partner,La Crosse Financial Planning Inc.,,,Salesforce
10794071,Inactive Investor,Justin Parker,,"Kestra Investment Services, LLC Encinitas CA 849 2nd St",justin.parker@kestrafinancial.com,,Salesforce
11081768,Inactive Investor,Kari Middleton,Financial Advisor;Financial Consultant,LPL Financial LLC Bermuda Dunes CA Private Residence,karianne.middleton@lpl.com,,Salesforce
10886705,Inactive Investor,Michael Penfield,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Penfield Investments LLC,michael@thepenfields.com,,Salesforce
9628363,,Kristen Mierzwa,,,kmierzwa@ftserussell.com,,List import
11015229,Inactive Investor,Nicole Kianka,Senior Wealth Planner,Rockefeller Financial LLC Conshohocken PA 100 Front St,nkianka@rockco.com,,Salesforce
10895484,Inactive Investor,Marsha Shafer,,"Avantax Investment Services, Inc. Baldwin WI 550 10th Ave",,,Salesforce
10918640,Inactive Investor,George Ramirez,,"Farmers Financial Solutions, LLC San Antonio TX 3201 Cherry Ridge Dr",gramirez2@farmersagent.com,,Salesforce
10648307,,Raymond Wong,,,ray.wong@fmr.com,,List Import
239988,,Bill Williamson,Private Wealth Advisor,Gladstone Wealth Partners,bill.williamson@gladstonewealth.com,908-719-1313,Manual List Upload
9610446,,Seth Goldberg,,,sethgoldberg313@gmail.com,,List import
11142037,Inactive Investor,Brian Holmes,,Cetera Advisors LLC Painesville OH 1918 Spruce Ln,brian.holmes@ceteraadvisors.com,,Salesforce
9608303,,Spiro Triantafilis,,,spirot1@aol.com,,List import
346276,,Sean Mccarthy,Fund Controller,Rubenstein Partners,smccarthy@rubensteinpartners.com,215-563-3558,Manual List Upload
10919759,Inactive Investor,Christopher Mackenzie,,"Investment Planners, Inc. Quincy IL 420 Maine St",cmackenzie@investment-planners.com,,Salesforce
10754674,Inactive Investor,Egerton Bullock,Financial Advisor;International Client Advisor,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,egerton.bullock@morganstanley.com,,Salesforce
10911261,Inactive Investor,Dwight Holmes,,"Raymond James Financial Services, Inc. Vero Beach FL 2756 20th St",brian.holmes@raymondjames.com,,Salesforce
10934853,Inactive Investor,Zoe Gerard,,"Wells Fargo Clearing Services, LLC Los Angeles CA 245 N Larchmont Blvd",zoe.gerard@wellsfargo.com,,Salesforce
10938341,Inactive Investor,Lee Garrett,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11030220,Inactive Investor,Samuel Walker,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11096043,Inactive Investor,Tatiana Pouschine,Founder;Managing Member;Portfolio Manager;Regulatory Contact,Fithian LLC New York NY 505 Park Ave,tpouschine@fithianllc.com,,Salesforce
9572419,,Brian Rogers,,,brian.rogers@pointstate.com,,List import
11089180,Inactive Investor,Matthew Kopstad,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
10780295,Inactive Investor,Michelle Nelson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 6868 France Ave S",michelle_c_nelson@ml.com,,Salesforce
10930044,Inactive Investor,Arthur Pizzello,,"Osaic Wealth, Inc. Rolling Meadows IL 2850 Golf Rd",,,Salesforce
10864529,Inactive Investor,James Schafer,,"Cambridge Investment Research, Inc. Chillicothe OH Private Residence",fschafer@cambridgeresource.com,,Salesforce
11012515,Inactive Investor,Joseph Hatina,,"M&A Securities Group, Inc. Wadsworth OH 5021 Ridge Rd",,,Salesforce
10945325,Inactive Investor,Walker Davidson,Chief Compliance Officer;Managing Member,"Carolina Strategy, LLC",walker@carolinastrategy.com,,Salesforce
9614171,,Rabbie Gill,,,rabbie.gill@fieldhousecap.com,,List import
224677,,Robert Lohrmann,,[Unknown],bblohrmann@gmail.com,,
10457125,,Sidhartha Shukla,,,sshukla113@bloomberg.net,,Web Form Fillout
10925918,Inactive Investor,Brooke Walker,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10799874,Inactive Investor,Paul Hix,Financial Advisor,Edward Jones South Haven MI 553 Dyckman Ave,paul.hix@edwardjones.com,,Salesforce
10977022,Inactive Investor,Derrick Cope,Preferred Relationship Manager,"Fifth Third Securities, Inc. Brunswick OH 4023 Center Rd",,,Salesforce
9614518,,roman povroznik,,,ls6pov@gmail.com,,List import
10783801,Inactive Investor,Todd Trusso,Executive Director,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,todd.trusso@jpmorgan.com,,Salesforce
4530557,,Brooks Collins,,,brookscollin42@gmail.com,,Web Form Fillout
10815850,Inactive Investor,Maria Farhat-Tanzola,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,maria.farhattanzola@ubs.com,,Salesforce
11030647,Inactive Investor,Lisa Furlong,,"Avantax Investment Services, Inc. Campbell CA 42 W Campbell Ave",,,Salesforce
11104024,Inactive Investor,Melissa Kerr,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,melissa.kerr@morganstanley.com,,Salesforce
10877931,Inactive Investor,Marisa Rubino,Client Associate,Rockefeller Financial LLC Hillsboro OR Private Residence,mrubino@rockco.com,,Salesforce
9603719,,Steve URvan,,,steve@50x50.com,,List import
11082527,Inactive Investor,Randall Becker,Financial Advisor,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",randall.becker@prudential.com,,Salesforce
10851031,Inactive Investor,Anthony Mazzo,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",anthony.mazzo@rbc.com,,Salesforce
10865587,Inactive Investor,Suzanne Jenner,Senior Client Associate,"Raymond James & Associates, Inc. Ketchum ID 580 4th St",suzanne.jenner@raymondjames.com,,Salesforce
10807158,Inactive Investor,Michael Gant,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",michael.d.gant@ampf.com,,Salesforce
11194083,Inactive Investor,Daniel Dipaola,,"Concourse Financial Group Securities, Inc. Santa Clarita CA Private Residence",daniel.dipaola@concoursefinancial.com,,Salesforce
11170016,Inactive Investor,Michael Esposito,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
237024,, -,,[[Unknown]],catherine@holon.investments,,
11169544,Inactive Investor,Chester Halstead,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10949716,Inactive Investor,Richard Newsome,Chief Compliance Officer,"William B. Walkup & Associates, Inc.",newsome@walkup.biz,,Salesforce
9558755,,Matthew Hopson,,,matt.hopson@transamerica.com,,List import
10913851,Inactive Investor,Deborah Gant,Financial Advisor,LPL Financial LLC Matteson IL 4801 Southwick Dr,deborah.gant@lpl.com,,Salesforce
11228873,Inactive Investor,Martin Bravo,,J.P. Morgan Securities LLC Seaside CA 800 Broadway Ave,,,Salesforce
9597814,,H Roghani,,,swap_intl@yahoo.com,,List import
11076129,Inactive Investor,Jordan Allen-Coles,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9588089,,Lord Yosef,,,a.sovereignsociety@gmail.com,,List import
11129612,Inactive Investor,Anh Ngo,,Citigroup Global Markets Inc. Saratoga CA 12948 Saratoga Sunnyvale Rd,anh.ngo@citigroup.com,,Salesforce
166842,,Idan Plonsky,,[Unknown],plonsky@gmail.com,,Organic Search
11206947,Inactive Investor,Angel Urena,,PFS Investments Inc. Smithfield RI 55 Douglas Pike,angelurenajr@primerica.com,,Salesforce
10790297,Inactive Investor,Michael Steck,Financial Advisor,"Pruco Securities, LLC. Duluth GA 11300 Johns Creek Pkwy",michael.steck@prudential.com,,Salesforce
11171945,Inactive Investor,Mark Bugenhagen,,"Allstate Financial Services, LLC Buffalo NY 6040 Sheridan Dr",markbugenhagen@allstate.com,,Salesforce
11223235,,Dylan Halter,,,dylan.halter@blackrock.com,,List Import
197695,,jill lacorte,,cortiglia,j_lacorte@yahoo.com,4155777787,Organic Search
11058870,Inactive Investor,Uzi Hardoon,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,uzi.hardoon@safra.com,,Salesforce
11217025,,Patrick Hanratty,,,phanratty@lincolninvestment.com,,Other
9632323,,Mark Redeker,,,maxumark@gmail.com,,List import
10983555,Inactive Investor,Sagen Augustin,,"LaSalle St Securities, L.L.C. Bonita Springs FL 27499 Riverview Center Blvd",saugustin@lasallest.com,,Salesforce
9588662,,ERIC LAPUSHNER,,,ericlapushner@gmail.com,,List import
9599638,,Peter Rechter,,,prechter@aol.com,,List import
10489345,,Michael Pharr,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,michael.pharr@ubs.com,469-440-0544,List Import
10932021,Inactive Investor,Spencer Schmitz,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11231695,Inactive Investor,Trey Browne,,"W&S Brokerage Services, Inc. Vincennes IN 624 Veterans Dr",,,Salesforce
10865820,Inactive Investor,Roger Haynes,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10845375,Inactive Investor,Vasilios Roussos,,J.P. Morgan Securities LLC Astoria NY 3818 Broadway,vasilios.roussos@jpmorgan.com,,Salesforce
11144173,Inactive Investor,Justin Smith,,The Huntington Investment Company Canal Fulton OH 965 Cherry St E,justin.smith@huntington.com,,Salesforce
11043212,Inactive Investor,Neil Rosenblatt,,LPL Financial LLC Scottsdale AZ 8080 E Gelding Dr,neil.rosenblatt@lpl.com,,Salesforce
9634926,,Tanner Johnston,,,tannerj@wealthfirm.info,,List import
11103239,Inactive Investor,Jean Pierre Bienvenu,,Edward Jones Metairie LA 3421 N Causeway Blvd,jeanpierre.bienvenu@edwardjones.com,,Salesforce
11184504,Inactive Investor,Edward Barnard,,"Sound Income Strategies, LLC Charlotte NC 3525 Whitehall Park Dr",,,Salesforce
9629032,,E W,,,ugmidnight@yahoo.com,,List import
10875255,Inactive Investor,Jennifer Heckendorf,,Country Capital Management Company Castle Rock CO 8415 N Pinewood Dr,jennifer.heckendorf@countryfinancial.com,,Salesforce
11186675,Inactive Investor,Seth Warr,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11146984,Inactive Investor,Melissa Stottlemyer,Financial Advisor,Morgan Stanley York PA 221 W Philadelphia St,melissa.stottlemyer@morganstanley.com,,Salesforce
11098135,Inactive Investor,Arthur Connor,,"Cambridge Investment Research, Inc. Lombard IL 555 E Butterfield Rd",,,Salesforce
11021398,Inactive Investor,Sheardon Thomas,,PFS Investments Inc. Hollywood FL 3349 N University Dr,sheardonthomas@primerica.com,,Salesforce
11093120,Inactive Investor,Stacy Hennessee,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",stacy.hennessee@wellsfargoadvisors.com,,Salesforce
10851748,Inactive Investor,Joseph Pesicka,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10774667,Inactive Investor,Edward Majtenyi,President,"RMR Wealth Builders, Inc.",emajtenyi@rmrwealth.com,,Salesforce
11000254,Inactive Investor,George Makamson,,"Allstate Financial Services, LLC Greenwood MS 2004 Hwy 82 W",barrymakamson@allstate.com,,Salesforce
10949055,Inactive Investor,Melvin Dixon,,J.P. Morgan Securities LLC Argyle TX 3014 FM 407 E,melvin.k.dixon@jpmorgan.com,,Salesforce
11178589,Inactive Investor,Vishal Budhram,,J.P. Morgan Securities LLC South Richmond Hill NY 11118 Liberty Ave,vishal.a.budhram@chase.com,,Salesforce
10871379,Inactive Investor,Kevin Fifield,Wealth Advisor,IP Financial Advisory Services LLC Byron Center MI 8233 Byron Ctr Ave SW,kfifield@ipfinancialservicesllc.com,,Salesforce
10777490,Inactive Investor,Daniel Needler,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. El Dorado Hills CA 1020 White Rock Rd",daniel.needler@usbank.com,,Salesforce
10902250,Inactive Investor,Stephen Todd,,"Cambridge Investment Research, Inc. Dothan AL 203 Jamestown Blvd",,,Salesforce
11261996,Inactive Investor,Paul Mace,Director of Research,Tufts University Endowment,paul.mace@tufts.edu,(617) 627-2990,Prequin
11123738,Inactive Investor,Alexis Lenssen,Financial Advisor,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",alexis.lenssen@ampf.com,,Salesforce
9561069,,Moses Olanrewaju Daniel,,,mosesodaniel@gmail.com,,List import
11144233,Inactive Investor,Laura Capizzi,,State Farm VP Management Corp. Niagara Falls NY 2768 Niagara Falls Blvd,laura.capizzi.jpoh@statefarm.com,,Salesforce
11142280,Inactive Investor,Warren Lowe,Financial Advisor;Wealth Advisor,LPL Financial LLC Fresno CA 7461 N 1st St,warren.lowe@lpl.com,,Salesforce
11180844,Inactive Investor,Belinda Tucker,,Citigroup Global Markets Inc.,,,Salesforce
10938635,Inactive Investor,Keith Thompson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,keith.thompson.dk0z@statefarm.com,,Salesforce
10790009,Inactive Investor,Jared Zuflacht,Managing Director,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",jared.zuflacht@wellsfargo.com,,Salesforce
10944517,Inactive Investor,Allison Henek,Financial Advisor;Financial Representative,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,allison_battino@glic.com,,Salesforce
10657834,,Ryan Medinah,,,ryan.medinah@marshmma.com,,List Import
10874846,Inactive Investor,Ryan Plunkett,Financial Advisor,Edward Jones Colorado Springs CO 6685 Delmonico Dr,ryan.plunkett@edwardjones.com,,Salesforce
11143540,Inactive Investor,Andrea Hardy,Senior Financial Representative,"Principal Securities, Inc. Cary NC Private Residence",hardy.andrea@principal.com,,Salesforce
11103445,Inactive Investor,David Diesslin,Founder,"Diesslin Group, Inc.",david.diesslin@diesslin.com,,Salesforce
11255347,Inactive Investor,Nicole Mize,Financial Advisor,"Concurrent Investment Advisors, LLC Norman OK 3411 W Rock Creek Rd",,,Salesforce
11216842,,Robin Huffman,,,robin.huffman@edwardjones.com,,List Import
10838073,Inactive Investor,Catherine Ford,Financial Advisor,LPL Financial LLC Arlington VA Private Residence,catherine.ford@lpl.com,,Salesforce
148235,,Ernesto Hernandez,,[Unknown],edh.2013@gmail.com,,
10984074,Inactive Investor,Niell Malik,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",niell.malik@ampf.com,,Salesforce
11062186,Inactive Investor,Jason Coleman,,"Raymond James Financial Services, Inc. Ann Arbor MI 315 E Eisenhower Pkwy",jason.coleman@raymondjames.com,,Salesforce
11229162,Inactive Investor,Kyle Nelson,,Lincoln Investment Tyler TX 6725 Highlands Ct,,,Salesforce
11229336,Inactive Investor,Charles Slone,,William Blair,,,Salesforce
10832465,Inactive Investor,Anna Wu,,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,anna.wu@morganstanley.com,,Salesforce
10752584,Inactive Investor,Donna Raymond,Sales Associate,"Raymond James & Associates, Inc. Palm Beach FL 250 Royal Palm Way",donna.raymond@raymondjames.com,,Salesforce
11228793,Inactive Investor,Joseph Steele,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9567330,,Howard Soltoff,,,hsoltoff@massmutual.com,,List import
10662357,,Victoria Callero,,,tori@ocmwealth.com,,List Import
2441281,,Jashawant Mourya Mourya,,,jashawantmouryamourya@gmail.com,,
10931289,Inactive Investor,Douglas White,,"FBL Marketing Services, LLC Hiawatha IA 1323 Boyson Rd",douglas.white@fbfs.com,,Salesforce
9593759,,john wilson,,,johnwwilson2021@gmail.com,,List import
59258,,Jonathan Lin,,United States,jonzlin95@gmail.com,,
11138023,Inactive Investor,Ryan Stoner,,Vanguard Marketing Corporation,ryan_stoner@vanguard.com,,Salesforce
10859762,Inactive Investor,Elizabeth Tavel,Managing Director,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,etavel@allianceg.com,,Salesforce
10998137,Inactive Investor,Kim Tyler,,PFS Investments Inc. Montgomery AL 6322 Woodmere Blvd,kim.tyler@primerica.com,,Salesforce
11182315,Inactive Investor,Robert Hamilton,Financial Advisor,Hamilton Capital,robert.hamilton@hamiltoncapital.com,,Salesforce
10647505,,Mark Gutrich,,,mg@fi401k.com,,List Import
10953123,Inactive Investor,Joshua Lee,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 3755 E 82nd St",joshua.lee@ampf.com,,Salesforce
10984580,Inactive Investor,David Conlin,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",david.conlin@valic.com,,Salesforce
10826498,Inactive Investor,Nicole Reviello,Practice Manager,"Ameriprise Financial Services, LLC Scranton PA 851 Commerce Blvd",nicole.reviello@ampf.com,,Salesforce
9579372,,Kevin Mccafferty,,,kmccafferty@yellowwoodpartners.com,,List import
11067996,Inactive Investor,Brian Grahek,Vice President;Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",brian.grahek@wfafinet.com,,Salesforce
10923189,Inactive Investor,Hillary Rogers,Client Associate,"Wells Fargo Clearing Services, LLC Pinehurst NC 110 Turnberry Way",,,Salesforce
11210658,Inactive Investor,Andrew Baal,,J.P. Morgan Securities LLC Center Moriches NY 366 Main St,andrew.baal@chase.com,,Salesforce
10772581,Inactive Investor,Giulio Liotine,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 15255 S 94th Ave",giulio.liotine@ml.com,,Salesforce
10806096,Inactive Investor,Lori Henson,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",lori.henson@nm.com,,Salesforce
9608675,,Scott Lewis,,,cme4ltc@gmail.com,,List import
248561,,Gerald Glavota,Principal,GRG Capital Advisors,gerald.glavota@grgcapitaladvisors.com,,Manual List Upload
10931230,Inactive Investor,Stephen Debol,,LPL Financial LLC Bainbridge Island WA Private Residence,steve.debol@lpl.com,,Salesforce
10604181,,Sabrina Lee,Unknown,MORGAN STANLEY,sabrina.lee@morganstanley.com,2123355370,List Import
9581452,,Sharon Elliott,,,sharon@elanwm.com,,List import
10487688,,Braden Schaffner,Financial Advisor,"Fluent Financial, LLC",braden@fluentfinancial.com,,List Import
11205599,Inactive Investor,Monica Penichet,Private Wealth Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",monica.penichet@ml.com,,Salesforce
10966685,Inactive Investor,Rafael Pastrano-Espinoza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 6464 28th St SE",,,Salesforce
10934805,Inactive Investor,Andrew Woolley,Financial Advisor,"Geneos Wealth Management, Inc. Lititz PA 796 Lititz Pike",,,Salesforce
11195189,Inactive Investor,Kevin Hodson,Wealth Advisor,"AAF Wealth Management, LLC",khodson@wealth.aafcpa.com,,Salesforce
7384235,,Mackenzie Crouch,,,mackenzie.t.crouch@gmail.com,,Web Form Fillout
11254411,Inactive Investor,Chance Edgerly,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10970950,Inactive Investor,Ryan Silk,,"Kestra Investment Services, LLC Towson MD 600 Fairmount Ave",,,Salesforce
9642004,,David Allen,,,dallen@vivaldicap.com,,List import
10644588,,David Gearhart,,,dgearhart@firstanalysis.com,,List Import
9565956,,Alix DeMartino,,,alix.demartino@teamcwm.com,,List import
11140242,Inactive Investor,Fady Keriakos,,J.P. Morgan Securities LLC Parlin NJ 7 Ernston Rd,fady.keriakos@jpmorgan.com,,Salesforce
10825604,Inactive Investor,Peggy Thorlton,Financial Advisor,LPL Financial LLC Sebring FL 6721 US 27 S,peg.thorlton@lpl.com,,Salesforce
11041931,Inactive Investor,Irshaid Altayeb,,J.P. Morgan Securities LLC Indianapolis IN 5236 N Keystone Ave,irshaid.altayeb@chase.com,,Salesforce
10767183,Inactive Investor,Kenneth Koop,Financial Advisor;Senior Vice President,Morgan Stanley Lincoln NE 1248 O St,kenneth.koop@morganstanley.com,,Salesforce
10988732,Inactive Investor,Andrew Pinto,,Morgan Stanley,,,Salesforce
10998930,Inactive Investor,Joseph Bethel,,NYLIFE Securities LLC Ankeny IA 1615 SW Main St,jwbethel@ft.newyorklife.com,,Salesforce
10923473,Inactive Investor,Kyle Chandler,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 4380 S Macadam Ave",kyle.chandler@ampf.com,,Salesforce
4252927,,Hossein Mohseni,,,hosseinmohseni80@gmail.com,,Web Form Fillout
11174459,Inactive Investor,Jonathan Galarza,Private Client Advisor,J.P. Morgan Securities LLC Hollywood FL 390 S Flamingo Rd,jonathan.m.galarza@chase.com,,Salesforce
9584378,,Vincent Moore,,,vincent.e.moore@suntrust.com,,List import
11028665,Inactive Investor,Stephen Philip,Investment Consultant;Regional Vice President,"Zacks Investment Management, Inc.",sphilip@zacks.com,,Salesforce
10918743,Inactive Investor,Robyn Yahner,,Cetera Advisor Networks LLC Greenville PA 269 Main St,,,Salesforce
11128852,Inactive Investor,Jennifer Lewis,,PNC Investments Charlotte NC 4720 Piedmont Row Dr,,,Salesforce
9639165,,Aaron Hirst,,,aaronhirst@gmail.com,,List import
10799731,Inactive Investor,Paul Sullivan,,Commonwealth Financial Network Needham MA 945 Great Plain Ave,psullivan@commonwealth.com,,Salesforce
10845267,Inactive Investor,Robert Spak,,NYLIFE Securities LLC Boca Raton FL 2500 N Military Trl,rspak@ft.newyorklife.com,,Salesforce
11102538,Inactive Investor,Jarrod Lege,Financial Advisor,LPL Financial LLC Lafayette LA 3909 Ambassador Caffery Pkwy,jarrod.lege@lpl.com,,Salesforce
9562800,,Nathaly Castro,,,napyim@gmail.com,,List import
11044289,Inactive Investor,Louis Joe,,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",louis.joe@raymondjames.com,,Salesforce
372115,,Shirley Choicer,,United States,shirley.choicer@gmail.com,,Salesforce
10921613,Inactive Investor,Justin Schaffer,Financial Advisor,"Wells Fargo Clearing Services, LLC Olathe KS 2137 E Santa Fe St",justin.schaffer@wellsfargo.com,,Salesforce
11097614,Inactive Investor,Dillon Cobb,Chief Compliance Officer,Simply Human Advisors,,,Salesforce
10792116,Inactive Investor,Kelly Mahmoud,Financial Advisor,Edward Jones Austin TX 2905 San Gabriel St,kelly.mahmoud@edwardjones.com,,Salesforce
11098124,Inactive Investor,Jeanne Heller,,"Westport Financial Services, L.L.C.",,,Salesforce
11086189,Inactive Investor,Adam Miller,,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",,,Salesforce
10558073,,Yann Levesque,,,yannlevesquepayfer@gmail.com,,Web Form Fillout
11173935,Inactive Investor,Judson Just,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10752870,Inactive Investor,Beth Topf,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",beth.topf@ml.com,,Salesforce
2538838,,Everett King,,,elk1953@hotmail.com,,
201700,,Jonathan Boos,CEO,"JTBoos, Inc.",boosj@icloud.com,(203) 895-0885,Organic Search
10789773,Inactive Investor,Timothy Schlindwein,Chief Compliance Officer;Founder;Managing Principal;President,Schlindwein Associates LLC Chicago IL 20 N Wacker Dr,timothys@sallc.com,,Salesforce
338331,,Steven Fuhrman,Chief Financial Officer,"Fuhrman Management Associates, Inc.",sfuhrman@investab.com,215-619-4000,Manual List Upload
11202148,Inactive Investor,David Lawrence,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",david.lawrence@ampf.com,,Salesforce
10883707,Inactive Investor,Jimmy Roper,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,jlroper@ft.newyorklife.com,,Salesforce
239105,,exclusive.athomas@mail.com thomas,,United States,exclusive.athomas@mail.com,,
10962305,Inactive Investor,David Hansen,Small Business Consultant,"Osaic Wealth, Inc. Mukwonago WI 123 Wolf Run",,,Salesforce
9591139,,Alroy De Araujo,,,alroyaraujo25@gmail.com,,List import
10910548,Inactive Investor,Nicholas Thompson,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10777977,Inactive Investor,Jennifer Kong,,HSBC Securities (USA) Inc.,,,Salesforce
10905825,Inactive Investor,Sebastian Kato Murakami,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
9640929,,Dave West,,,davew@andcoconsulting.com,,List import
10911876,Inactive Investor,Chae Naylor,Owner,Naylor & Company,,,Salesforce
11178234,Inactive Investor,John Hackman,,"Farmers Financial Solutions, LLC Sioux Falls SD 1800 S Alpine Ave",jhackman@farmersagent.com,,Salesforce
11082730,Inactive Investor,Janeane Vena,Wealth Advisor,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",,,Salesforce
9627844,,Thomas Murray,,,tjmurray85@gmail.com,,List import
10982370,Inactive Investor,Brandon Mcgowan,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
10900485,Inactive Investor,Simon Wong,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10612649,,Eugene Armieri,"Financial Advisor, Managing Director",,eugene.armieri@ampf.com,,List Import
202659,,Tony Barry,,[Unknown],tony.barry@leyland.com.au,,
10927922,Inactive Investor,John Harris,,"Osaic Wealth, Inc. Omaha NE 1123 S 80th St",,,Salesforce
10618335,,Paul Girard,,,paul_a_girard@ml.com,,List Import
9630051,,Anas Kiadi,,,kiadi.anas@gmail.com,,List import
9640494,,Patrick Herlihy,,,pherlihy58@gmail.com,,List import
75390,,Ethan Masterman,,United Planners' Financial Services of America A Limited Partner,ekmasterman@unitedplanners.com,207-858-8658,
10836255,Inactive Investor,Arthur Hartung,,Lombard Securities Incorporated Charleston SC 105 Wappoo Creek Dr,ahartung@golombard.com,,Salesforce
11038700,Inactive Investor,Jared Johnson,Financial Professional,"Equitable Advisors, LLC Shoreline WA Private Residence",jared.johnson@equitable.com,,Salesforce
11034358,Inactive Investor,Jeremy Bolen,,State Farm VP Management Corp. Richardson TX 1150 State St,,,Salesforce
9556503,,iman sharafaldin,,,i@i.cc,,List import
10505134,,Joseph Chase,FC,CHARLES SCHWAB,joseph.chase@schwab.com,4807985320,List Import
11117862,Inactive Investor,Dennis Foley,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",dennis.foley@ml.com,,Salesforce
162523,,Chris Winter,,[Unknown],cwinter2@gmail.com,,Advertising
11044210,Inactive Investor,Pedro Eid,Wealth Relationship Manager,HSBC Securities (USA) Inc. Miami FL 2950 Aventura Blvd,pedro.eid@us.hsbc.com,,Salesforce
11113429,Inactive Investor,Dennis Gregor,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16427 N Scottsdale Rd",dennis.s.gregor@ampf.com,,Salesforce
10932439,Inactive Investor,Ronald Merrill,,"Fortune Financial Services, Inc. Waterville ME 143 Silver St",ronald.merrill@fortunefinancialservices.com,,Salesforce
10524844,,Paul Amoakoh,,,paul.amoako1990@gmail.com,,Web Form Fillout
10875085,Inactive Investor,Timothy Naylor,,"Avantax Investment Services, Inc. Raleigh NC 1500 Sunday Dr",,,Salesforce
9591821,,Kraig Swinburne,,,kraigswinburne@icloud.com,,List import
10932980,Inactive Investor,Robert Uptegraff,,"Grove Point Investments, LLC Grand Blanc MI 11225 S Saginaw St",,,Salesforce
11189797,Inactive Investor,Donald Barthel,Financial Advisor;Senior Vice President,Morgan Stanley Decatur AL 300 Market St NE,donald.barthel@morganstanley.com,,Salesforce
11103536,Inactive Investor,Brent Chavez,Chief Compliance Officer;Managing Member,Aequitas Equitas Wealth Management LLC,bchavez@aeinvestmentsgroup.com,,Salesforce
2306841,,Bradley Dougan,,,bkd000@gmail.com,,
248757,,Sachin Latawa,CEO,Tirios,sachin@tirios.ai,,Manual List Upload
10801466,Inactive Investor,Carey Muloma,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10873114,Inactive Investor,Andrew May,Financial Advisor,"Wells Fargo Clearing Services, LLC State College PA 366 Walker Dr",andy.may@wellsfargoadvisors.com,,Salesforce
11159536,Inactive Investor,Alex Polivka,Anti-Money Laundering Compliance Officer,The Huntington Investment Company Columbus OH 7 Easton Oval,alex.polivka@huntington.com,,Salesforce
9619573,,John Klein,,,jrklein123@gmail.com,,List import
9616355,,Andrew Malloy,,,atmalloy@gmail.com,,List import
10761441,Inactive Investor,Victoria Underhill,Financial Advisor,Morgan Stanley Potomac MD 12505 Park Potomac Ave,victoria.underhill@morganstanley.com,,Salesforce
11204977,Inactive Investor,Justin Khalayleh,,Craft Capital Management LLC,jkhalayleh@craftcm.com,,Salesforce
10799559,Inactive Investor,Michael Aylward,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",michael.aylward@rbc.com,,Salesforce
9572188,,Jon Henderson,,,jhenderson@massmutual.com,,List import
9635370,,Royce Nies,,,rnies@stonebridgecap.com,,List import
11115910,Inactive Investor,Derek Engler,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Madison WI 10 E Doty St",derek.engler@rbc.com,,Salesforce
9619276,,Greg Berg,,,greg.berg@centraltrust.net,,List import
10976434,Inactive Investor,Matthew Blanchard,,"Pruco Securities, LLC. San Francisco CA 50 Francisco St",matthew.blanchard@prudential.com,,Salesforce
10839953,Inactive Investor,Gustavo Fernandez,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,gustavo.fernandez@jpmorgan.com,,Salesforce
120942,,ethan Berry,,[Unknown],eberry77@comcast.net,,source
11054092,Inactive Investor,Dai Yang,,"Transamerica Financial Advisors, Inc San Diego CA 9988 Hibert St",dai.yang@transamerica.com,,Salesforce
9626117,,Wesley Richardson,,,wesley.s.richardson@gmail.com,,List import
9595135,,Matthew Nardella,,,mnardella@hightoweradvisors.com,,List import
11237888,Inactive Investor,GEOFFREY BENARICK,,Stern Brothers & Co.,gbenarick@sternbrothers.com,,Salesforce
10833968,Inactive Investor,Heidi Vickers,,McDonald Partners LLC Toledo OH 1 Seagate,hvickers@mcdonald-partners.com,,Salesforce
190541,,Miles Hanbury,Financial Advisor,GWN Securities Inc.,mhanbury@gwnsecurities.com,561-472-2000,product
11039362,Inactive Investor,Lori Pierre-Louis,Senior Client Service Associate,Morgan Stanley Conshohocken PA 100 Front St,lori.pierre-louis@morganstanley.com,,Salesforce
10976217,Inactive Investor,Yixuan Lu,,Citigroup Global Markets Inc.,,,Salesforce
10870901,Inactive Investor,Bettye Dolinsky,,Citigroup Global Markets Inc.,,,Salesforce
11005810,Inactive Investor,Miranda Thomas Scurlock,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10840275,Inactive Investor,George Benter,,"First Command Brokerage Services, Inc. Alamogordo NM 913 Delaware Ave",gwbenter@firstcommand.com,,Salesforce
210587,,Steven Miah,,[Unknown],stevenmiah@yahoo.com,,
11012995,Inactive Investor,Peiyi Wang,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,,,Salesforce
10844317,Inactive Investor,Mark Romin,Regulatory Contact;Senior Advisor;Vice President,Lakeshore Financial Planning Inc.,mark.romin@lakeshorefinancialplanning.com,,Salesforce
11218606,,Monique Jaglowski,,,monique.jaglowski@lpl.com,,Other
11194003,Inactive Investor,Daniel Sokolowski,,State Farm VP Management Corp.,dan.sokolowski.g1jc@statefarm.com,,Salesforce
10487495,,Emily Noble,Financial Advisor,Morgan Stanley,emily.noble@morganstanley.com,,List Import
11204285,Inactive Investor,Todd Rabalais,,"KPC Financial Solutions, LLC Dallas TX 5001 Spring Valley Rd",,,Salesforce
10916644,Inactive Investor,Samuel Lee,Chief Compliance Officer;Managing Member,"SVRN Asset Management, LLC",sam@svrn.co,,Salesforce
10773285,Inactive Investor,Joyce Warden,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,joyce.warden@primerica.com,,Salesforce
4574607,,Russell Ko,,,russellko@protonmail.com,,Web Form Fillout
11032011,Inactive Investor,Lucas Yankloski,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",lucas.yankloski@equitable.com,,Salesforce
238753,,ongjulies@gmail.com Ong,,[Unknown],ongjulies@gmail.com,,Organic Search
10776951,Inactive Investor,Pauline Malmgren,,"Raymond James Financial Services, Inc. Fairfax VA 4114 Legato Rd",pauline.malmgren@raymondjames.com,,Salesforce
11188815,Inactive Investor,Neftali Aguiar Nieves,,PFS Investments Inc. Houston TX 1400 Broadfield Blvd,neftali.nieves@primerica.com,,Salesforce
10903687,Inactive Investor,Kenneth Bowen,Chief Executive Officer;Chief Operating Officer;President,Toth Financial Advisory Corp,ken@tothfinancial.com,,Salesforce
11185490,Inactive Investor,Albert Yeboah,Premier Banker,"Wells Fargo Clearing Services, LLC Greensboro NC 625 Green Valley Rd",,,Salesforce
11189614,Inactive Investor,Sean Balkhi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",sean.balkhi@ml.com,,Salesforce
11236635,Inactive Investor,Jackie Goulas,,"Integrity RIA, LLC",,,Salesforce
8480580,,Leon Osborne,,MML Investors Services,losborne@massmutual.com,(413) 744-6885,List Import
10615405,,Jonathan Leopold,"Financial Advisor, Senior Vice President",,jonathan.s.leopold@morganstanley.com,,List Import
11175072,Inactive Investor,Robyn Johnson,Client Service Associate,Morgan Stanley Oakland CA 1999 Harrison St,,,Salesforce
10816601,Inactive Investor,Rick Smith,Financial Advisor,Edward Jones Lexington MO 1300 Main St,rick.smith@edwardjones.com,,Salesforce
9580692,,John Kiernan,,,john.krnn@gmail.com,,List import
11105899,Inactive Investor,Nicholas Liapunov,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,nick_liapunov@glic.com,,Salesforce
338595,,Jane Orr,Director & Shareholder,Lindsell Train Limited,jorr@lindselltrain.com,442-078-081210,Manual List Upload
230445,, -,,[[Unknown]],tobram@gmail.com,,
10786013,Inactive Investor,John Finnegan,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10926461,Inactive Investor,Rebecca Norris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
372184,,Abhishek Ghose,,United States,ghose@yahoo.com,,Salesforce
11012693,Inactive Investor,Jake Wood,Financial Advisor,Edward Jones McAlester OK 301 NW McAlester Ave,,,Salesforce
9573756,,Osman Hussein,,,ohussein@tigerglobal.com,,List import
11042576,Inactive Investor,Wesley Sadler,,LPL Financial LLC Albany GA 2531 Lafayette Plaza Dr,wes.sadler@lpl.com,,Salesforce
10923147,Inactive Investor,Jacob Gainey,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10853675,Inactive Investor,Jayne Tigue,,"Northwestern Mutual Investment Services, LLC",jaynetigue@northwesternmutual.com,,Salesforce
11094776,Inactive Investor,Paul Saltaformaggio,Chief Compliance Officer;Managing Member;Wealth Advisor,"Hibernia Wealth Partners, LLC",paul.saltaformaggio@hiberniawealth.com,,Salesforce
11156567,Inactive Investor,Thomas Evans,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",thomas.evans@53.com,,Salesforce
337418,,John Tatum,Managing Director,Prophet Equity Management Ii Llc,jtatum@prophetequity.com,817-898-1500,Manual List Upload
11034858,Inactive Investor,James Cagle,Senior Resident Director - Wealth Management;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",james_cagle@ml.com,,Salesforce
9546761,,Nitin Narang,,,nitinnarang113@gmail.com,,List import
10867246,Inactive Investor,Pamela Martin,,State Farm VP Management Corp. Dothan AL 1600 Whatley Dr,,,Salesforce
11155404,Inactive Investor,Jennifer Walley,Financial Advisor,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,jennifer.walley@morganstanley.com,,Salesforce
10504906,,Nadin Najeeb,,,nadin.najeeb03@gmail.com,,Web Form Fillout
11181464,Inactive Investor,Michelle Reaume,,NYLIFE Securities LLC,,,Salesforce
9616500,,Craig Wu,,,streamtv85@gmail.com,,List import
11067420,Inactive Investor,Christian Barde,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,christian.barde@fidelity.com,,Salesforce
10852561,Inactive Investor,Margarita Borshukova Lohbrun,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,margarita.borshukovalohbrunner@ubs.com,,Salesforce
10989715,Inactive Investor,Michael Huber,Investment Advisor;Senior Advisor,Quantum Financial Advisors Inc,,,Salesforce
10877705,Inactive Investor,Troy Russillo,,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,trussillo@janney.com,,Salesforce
9581407,,Allison Collins,,,createasmile@outlook.com,,List import
11199389,Inactive Investor,Scott Voigt,Financial Advisor;Partner,"Verisail Partners, LLC",svoigt@verisail.com,,Salesforce
372597,,Chanida Kanjanapornsin,,Thailand,kn.chanida@gmail.com,,Salesforce
10987490,Inactive Investor,Christopher Farmer,,"MML Investors Services, LLC Denton TX 1801 Hinkle Dr",chrisfarmer@financialguide.com,,Salesforce
9601261,,Chris Chenoweth,,,cchenoweth@bittrex.co,,List import
10835346,Inactive Investor,Barbara Caputo,,UBS Financial Services Inc. Grand Rapids MI 333 Bridge St NW,barbara.caputo@ubs.com,,Salesforce
10863961,Inactive Investor,Julie Vanderveen,Executive Director,UBS Financial Services Inc.,julie.vanderveen@ubs.com,,Salesforce
11194013,Inactive Investor,Tom Elliot,Financial Consultant;Wealth Consultant,LPL Financial LLC Athens GA 3720 Atlanta Hwy,tom.elliot@lpl.com,,Salesforce
9566230,,Jonathon Butler,,,jonathonbutler@financialguide.com,,List import
10917650,Inactive Investor,Richard Jones,,HBW Advisory Services LLC,richard.jones@hbwpartners.com,,Salesforce
11073582,Inactive Investor,Stephen Bookbinder,,"SunStreet Securities, LLC",sbookbinder@sunstreetsecurities.com,,Salesforce
10849935,Inactive Investor,Barry Wiskirchen,,"Cambridge Investment Research, Inc. Mequon WI 11649-N Port Washtington Rd",barry.wiskirchen@cambridgesecure.com,,Salesforce
10468228,,Jeff R.,,,allen.b.brian@gmail.com,,Web Form Fillout
10997811,Inactive Investor,Daniel Gross,,Stephens New York NY 660 5th Ave,dgross@stephens.com,,Salesforce
10838737,Inactive Investor,Wayne Sanders,,Cape Securities Inc.,wsanders@capesecurities.com,,Salesforce
216405,,Stuart Van Winkle,,[Unknown],stuart@vwafinancial.com,,Event
9550455,,Brett Jones,,,brettjones5@icloud.com,,List import
7322762,,Scruggs Mae,,,xiceho2043@asoflex.com,,Web Form Fillout
10927475,Inactive Investor,Thomas Schoeller,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9645213,,Nicole Smith,,,nicolesmith69@gmail.com,,List import
9548156,,Zachary Sutton,,,zsutton@suttonwealth.com,,List import
10798909,Inactive Investor,Martin Freeland,,"Raymond James Financial Services, Inc. Mokena IL 10008 W 190th Pl",marty.freeland@raymondjames.com,,Salesforce
10785457,Inactive Investor,Sharon Kosir Krumme,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",sharon.krumme@wellsfargoadvisors.com,,Salesforce
10867272,Inactive Investor,James Cornwell,,State Farm VP Management Corp. Tampa FL 4305 W Bay to Bay Blvd,jim.cornwell.bxj5@statefarm.com,,Salesforce
9613589,,buyy me,,,dang@flibbr.com,,List import
11049137,Inactive Investor,James Kujawski,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 1616 Forest Dr",james.kujawski@ampf.com,,Salesforce
9590263,,Beau Carpenter,,,bcarpenter@whitcomb.com,,List import
2508281,,Balu Subramanyam,,,balasubramanyam@4377090gim.com,,
11076411,Inactive Investor,Matthew Martinez,Investment Advisor Representative;Managing Associate,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
9415717,,Xing Yuan,,Grayscale Client,xing.xy.yuan@gmail.com,,List Import
10943801,Inactive Investor,Briana Mcdougall,Investment Specialist;Vice President,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,briana.mcdougall@jpmorgan.com,,Salesforce
11234837,Inactive Investor,Christopher Perry,Business Analyst,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10847269,Inactive Investor,Anil Daryani,Managing Director,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
236696,, -,,[[Unknown]],karltomica@aol.com,,Organic Search
9580172,,Kyle Yates,,,kryates@ftbadvisors.com,,List import
11151464,Inactive Investor,Tanner Cogar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",tanner.cogar@ml.com,,Salesforce
11150261,Inactive Investor,Antonio Green,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,antonio_green@vanguard.com,,Salesforce
10821819,Inactive Investor,Matthew Kubicek,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",matthew.kubicek@nm.com,,Salesforce
10847174,Inactive Investor,Kathryn Bascom,Financial Advisor,"Wells Fargo Clearing Services, LLC Mesa AZ 2112 S Ellsworth Rd",kathryn.bascom@wellsfargo.com,,Salesforce
11134069,Inactive Investor,Jeffrey Feldman,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",jeffrey.l.feldman@ampf.com,,Salesforce
10510112,,Elise Terry,,BlackRock,elise.terry@blackrock.com,,List Import
10814166,Inactive Investor,Martha Nelson,Financial Advisor,Edward Jones Brazoria TX 310 N Brooks St,martha.nelson@edwardjones.com,,Salesforce
11061151,Inactive Investor,Justin Azran,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",justin_azran@ml.com,,Salesforce
10758552,Inactive Investor,Michael Barnd,Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,michael.barnd@ubs.com,,Salesforce
10832864,Inactive Investor,Jessica Lundquist,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",jessica.lundquist@ml.com,,Salesforce
10830337,Inactive Investor,Kevin Pacciano,Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,kevin.pacciano@ubs.com,,Salesforce
11195560,Inactive Investor,David Hardacre,,"Cambridge Investment Research, Inc. Anderson IN 800 Main St",,,Salesforce
9634656,,Dave Holland,,,dholland@optimuminvestment.com,,List Import
10800798,Inactive Investor,Daniel Berge,Financial Advisor,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,daniel.berge@opco.com,,Salesforce
10777592,Inactive Investor,Eduardo Horta,Associate Director - Portfolio Management;Vice President,Morgan Stanley New York NY 55 E 52nd St,eddie.horta@morganstanley.com,,Salesforce
10796992,Inactive Investor,Anthony Gallo,,Cetera Advisor Networks LLC Augusta GA 4210 Columbia Rd,,,Salesforce
10772391,Inactive Investor,Fredrick Bickett,,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
11072180,Inactive Investor,Michael Amstutz,,"First Command Brokerage Services, Inc. Dayton OH 4027 Colonial Glenn Hwy",mpamstutz@firstcommand.com,,Salesforce
11204809,Inactive Investor,Carlos Lopez,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",carlos.lopez@nm.com,,Salesforce
10887942,Inactive Investor,Susan Wordinger,,Lincoln Investment,swordinger@lincolninvestment.com,,Salesforce
10822577,Inactive Investor,Adam Lewis,,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,adam.lewis@lpl.com,,Salesforce
10864403,Inactive Investor,Barton Warren,Regional Director,MWA Financial Services Inc. Sugar Grove IL 160 S Municipal Dr,bart.r.warren@mwarep.org,,Salesforce
11093603,Inactive Investor,Steven Foss,Chief Compliance Officer;Operations Manager;Vice President - Operations,Centurion Counsel Inc,steven@centurioncounsel.com,,Salesforce
10939269,Inactive Investor,Paul Keller,,State Farm VP Management Corp. Augusta ME 38 Bangor St,paul.a.keller.lf4y@statefarm.com,,Salesforce
10868713,Inactive Investor,Thomas Ferraro,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",thomas.ferraro@ml.com,,Salesforce
120378,,William Kliewer,,ViewSpark,bkkliewer@gmail.com,626-590-9000,Paid Search
11062905,Inactive Investor,Christopher Music,,Cetera Advisor Networks LLC Huntington WV 5505 US Rte 60,,,Salesforce
10934465,Inactive Investor,Peter Jilkov,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,pvjilkov@ft.newyorklife.com,,Salesforce
10811849,Inactive Investor,Rosa Ebling,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",rosa.eblinge@raymondjames.com,,Salesforce
10884433,Inactive Investor,Gatis Zigats,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",gatis.zigats@ml.com,,Salesforce
10889334,Inactive Investor,Sabrina Peterson,Investment Advisor Representative,"Alera Investment Advisors, LLC Anchorage AK 3000 A St",sabrina.peterson@aleragroup.com,,Salesforce
9567416,,Adam Rotello,,,adam.rotello@gmail.com,,List import
11138779,Inactive Investor,Marilyn Ames,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",marilyn.ames@raymondjames.com,,Salesforce
10818506,Inactive Investor,Olabisi Akinrimisi,Senior Assistant Vice President,"Wells Fargo Clearing Services, LLC Ellicott City MD 9230 Baltimore National Pike",olabisi.akinrimisi@wellsfargoadvisors.com,,Salesforce
11179325,Inactive Investor,John Stewart,,"Cambridge Investment Research, Inc. Houston TX 1880 S Dairy Ashford Rd",,,Salesforce
11096199,Inactive Investor,Todd Schlesinger,Financial Consultant,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",todd.schlesinger@equitable.com,,Salesforce
10455643,,Danny Hammack,,,dhammac@gmail.com,,Web Form Fillout
11133988,Inactive Investor,Alix Bien-Aime,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",alix.bien-aime@equitable.com,,Salesforce
10978433,Inactive Investor,Kyle Langford,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
9567114,,Amritpal Chaggar,,,chgr01@pm.me,,List import
11156920,Inactive Investor,Joseph Gambino,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",joseph.gambino@equitable.com,,Salesforce
11119529,Inactive Investor,Chad Besegai,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",chad.besegai@wellsfargoadvisors.com,,Salesforce
9634505,,Craig Bunker,,,cbunker@hciequity.com,,List import
11116575,Inactive Investor,Dre'Ameerha Walker,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
123506,,Michael Hamilton,,Financial Engines Advisors L.l.c.,mhamilton@financialengines.com,617-556-2300,
233951,, -,,[[Unknown]],rdkent@suddenlink.net,,
9595831,,Anita Buerkle,,,abuerkle@wealthenhancement.com,,List import
9593317,,Marc Porosoff,,,mporosoff@westportcp.com,,List import
9549393,,Alejandro Torres,,,alejandro.torres@suntrust.com,,List import
11013744,Inactive Investor,Christopher Knackstedt,Financial Associate,"CUSO Financial Services, L.P. Corvallis OR 1980 NW 9th St",,,Salesforce
11122843,Inactive Investor,John Jefferson,Financial Professional,LPL Financial LLC Woburn MA 300 Tradecenter,jack.jefferson@lpl.com,,Salesforce
11091256,Inactive Investor,Nicholas Novellino,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
11098541,Inactive Investor,Anand Shankar,,J.P. Morgan Securities LLC San Jose CA 77 Holger Way,anand.shankar@jpmorgan.com,,Salesforce
10816799,Inactive Investor,Christopher Wiley,,Morgan Stanley Alpharetta GA 6655 Town Sq,christopher.wiley@morganstanley.com,,Salesforce
10960721,Inactive Investor,Jorge Mora,,"Sabadell Securities USA, Inc.",,,Salesforce
206887,,Aaron Massow,,[Unknown],amassow@gmail.com,,
10753200,Inactive Investor,Rebecca Holcomb,,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",rebecca.holcomb@ampf.com,,Salesforce
9585785,,Melanie Herbst,,,mherbst@hazlettburt.com,,List import
11050080,Inactive Investor,Grant Tarrant,Financial Advisor,Transcendent Capital Group,,,Salesforce
10853427,Inactive Investor,Rafael Cortez Bernal,Financial Consultant;Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11003821,Inactive Investor,Jaryd Hartzell,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",jaryd.hartzell@equitable.com,,Salesforce
11204743,Inactive Investor,Sherezada Polanco,Investment Associate,UBS Financial Services Inc. New York NY 299 Park Ave,sherezada.polanco@ubs.com,,Salesforce
9625229,,Phong Do,,,phongddo@yahoo.com,,List import
11149683,Inactive Investor,Mark Farina,Financial Advisor,Edward Jones Glen Ellyn IL 800 Roosevelt Rd,mark.farina@edwardjones.com,,Salesforce
10814522,Inactive Investor,Alfred Brady,Principal,MBR Financial,trey@mbrfinancial.com,,Salesforce
11154484,Inactive Investor,John McCormick,Financial Advisor,"Wells Fargo Clearing Services, LLC Hendersonville NC 421 S Church St",john.mccormick1@wellsfargoadvisors.com,,Salesforce
242309,,Wolfgang Koehler,Member of the Management Board,[Unknown],wolfgang.koehler@eu.mizuho-sc.com,4.96943E+12,Database Upload
10894499,Inactive Investor,Michelle Portney,,LPL Financial LLC Dayton NV Private Residence,michelle.portney@lpl.com,,Salesforce
9542850,,Gallen Ho,,,g.ho@fi.com,,List import
9552642,,Hsin-Chou Cheng,,,ken.cheng980194@gmail.com,,List import
11211738,Inactive Investor,John Strang,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",john.strang@ampf.com,,Salesforce
9643060,,Chukwugozi Obuaya,,,gobuaya@gmail.com,,List import
10877629,Inactive Investor,Robert Meadows,Premier Banker,"Wells Fargo Clearing Services, LLC Urbandale IA 8301 Douglas Ave",robert.meadows@wellsfargo.com,,Salesforce
9581789,,Darrell Wesley,,,darrellwesley@hotmail.com,,List import
11193967,Inactive Investor,Teru Coleman,,PFS Investments Inc. Las Vegas NV 500 N Rainbow Blvd,teru.coleman@primerica.com,,Salesforce
11158525,Inactive Investor,Thomas Martin,Chief Executive Officer;Owner;President;Regulatory Contact;Treasurer,Circle Advisers Inc,tom@circleadvisersinc.com,,Salesforce
10780824,Inactive Investor,Garrett Revens,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
336486,,jianxi jia,,[Unknown],1007672965@qq.com,,Direct
10647104,,Daniel Kozloski,,,daniel.kozloski@nm.com,,List Import
11223118,,Britton Riley,,,britton.riley@allworthfinancial.com,,List Import
109247,,Jan Bend,,None,lovevioleticecream@yahoo.com,4695856511,
11166336,Inactive Investor,Anthony Strang,,"Allstate Financial Services, LLC Ankeny IA 113 SE Delaware Ave",tonystrang@allstate.com,,Salesforce
10486914,,Alvaro Gonzalez,"First Vice President, International Wealth Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",al_gonzalez@ml.com,,List Import
333769,,Lisa Medeiros,"Senior Receptionist, Client Scheduling Co-Ordinator",Corrigan Financial Inc,lmedeiros@corriganfinancialinc.com,401-849-9313,Manual List Upload
9622321,,Bernard Munyi,,,benmunyi3@gmail.com,,List import
9635140,,Thomas Crane,,,tcrane@alleghenyinvestments.com,,List import
10897097,Inactive Investor,Victor Melendez,Financial Advisor,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",victor.m.melendez@ampf.com,,Salesforce
10984416,Inactive Investor,Tyler Johnson,Financial Advisor,"Pruco Securities, LLC. Las Vegas NV 3690 Howard Hughes Pkwy",,,Salesforce
9628113,,Michael Smead,,,msmead2@bresnan.net,,List import
11201901,Inactive Investor,Jeffrey Yoder,,"Lion Street Financial, LLC Wichita KS 8100 E 22nd St N",jyoder@lionstreet.com,,Salesforce
10786887,Inactive Investor,Griffin Gall,,Goldman Sachs & Co.,griffin.gall@gs.com,,Salesforce
11000833,Inactive Investor,Antoine Brighton,,PFS Investments Inc. Murfreesboro TN 745 S Church St,antoinemarie.nsekambabaye@primerica.com,,Salesforce
10800138,Inactive Investor,Ray Reese,Financial Advisor,Money Concepts Capital Corp Farmington MO 206 Hyler Dr,rreese@moneyconcepts.com,,Salesforce
10997385,Inactive Investor,Cory Werlinger,Associate Advisor,Thrivent Investment Management Inc. Glencoe MN 929 12th St E,cory.werlinger@thrivent.com,,Salesforce
11209890,Inactive Investor,Brian Seigfried,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence Township NJ 100 Federal City Rd",brian.seigfried@ampf.com,,Salesforce
10884476,Inactive Investor,Andrew Kret,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",andrew.kret@nm.com,,Salesforce
11007430,Inactive Investor,Michael Rudow,Wealth Advisor,Morton Wealth,mrudow@mortonwealth.com,,Salesforce
9629116,,Elba Scatter,,,eslabuga@hotmail.com,,List import
11037787,Inactive Investor,Dale Hoeflinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Acworth GA 1795 Mars Hill Rd NW",dale.hoeflinger@wellsfargo.com,,Salesforce
10962501,Inactive Investor,David Dallabrida,Relationship Manager;Vice President,LPL Financial LLC,david.dallabrida@lpl.com,,Salesforce
11173775,Inactive Investor,Daniel Holohan,Financial Advisor,Edward Jones Skokie IL 5750 Old Orchard Rd,dan.holohan@edwardjones.com,,Salesforce
11039337,Inactive Investor,Thomas Rockwood,,Morgan Stanley Wellesley Hills MA 112 Worcester St,thomas.s.rockwood@morganstanley.com,,Salesforce
9575597,,Jeffrey Witmer,,,jwitmer@financialguide.com,,List import
11024585,Inactive Investor,Hadi Khalifeh,,"Allstate Financial Services, LLC Livonia MI 29444 Joy Rd",hadikhalifeh@allstate.com,,Salesforce
10841858,Inactive Investor,George Kavalauskas,Financial Advisor,Park Avenue Securities LLC Cincinnati OH 419 Plum St,george_kavalauskas@glic.com,,Salesforce
10958654,Inactive Investor,Frank Rodriguez,Private Client Advisor,J.P. Morgan Securities LLC Mohegan Lake NY 3129 E Main St,frank.j.rodriguez@chase.com,,Salesforce
10911219,Inactive Investor,John Jordan,Advisor,"MML Investors Services, LLC Oxford MS 2716 W Oxford Loop",johnjordan@financialguide.com,,Salesforce
11075687,Inactive Investor,Jack Laurenti-Haroche,Client Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,jack.laurenti-haroche@jpmorgan.com,,Salesforce
9597167,,Heath Hanchey,,,hhanchey@financialengines.com,,List import
334880,,Daniel Carey,Vice President,Mentor Capital Management Inc.,dan.carey@mentoradvisers.com,312-526-3838,Manual List Upload
9565355,,John Glomski,,,j.glomski@mfpmn.com,,List import
9873667,,Marcos Nogueira,,,008marcosrnogueira.com@gmail.com,,Web Form Fillout
10647673,,Steven Hardardt,,,steven.hardardt@pfs-inc.com,,List import
11222753,,Susan Mason,,,susan.mason@empower.com,,List Import
10786546,Inactive Investor,Gary Dowdell,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,gary.dowdell@ubs.com,,Salesforce
10890293,Inactive Investor,Kendra Deal,Investment Consultant,LPL Financial LLC Laconia NH 174 Court St,kendra.deal@lpl.com,,Salesforce
11133249,Inactive Investor,Thomas Monnay,Financial Advisor;Vice President,J.P. Morgan Securities LLC Miami FL 175 NW 199th St,thomas.monnay@jpmorgan.com,,Salesforce
10645963,,Jennifer Hagad,,,jhagad@primerica.com,,List Import
11066764,Inactive Investor,Valerie Mcbride,,"Raymond James Financial Services, Inc. Palmyra PA 901 E Main St",valerie.stoltzfus@raymondjames.com,,Salesforce
10827491,Inactive Investor,Robert Eigen,Executive Director;Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Boca Raton FL 595 S Federal Hwy,robert.eigen@morganstanley.com,,Salesforce
11236110,Inactive Investor,Deepali Garg,,Evercore Group L.L.C.,,,Salesforce
10650768,,Clo D Costa,,,dcostacl@emiratesnbd.com,,Web Form Fillout
11111881,Inactive Investor,Kaylee Birmann,,Thrivent Investment Management Inc. Marquette MI 100 N 3rd St,kaylee.birmann@thrivent.com,,Salesforce
11221585,,Holly Lam,,,hlam@firstrepublic.com,,List Import
11038025,Inactive Investor,Simon Bonilla,Assistant Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,simon.bonilla@morganstanley.com,,Salesforce
10975906,Inactive Investor,Jonathan Inzero,Financial Advisor,"Innova Wealth Partners, LLC",jinzero@myinnovawealth.com,,Salesforce
10779458,Inactive Investor,Christopher Koon,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",chris.koon@nm.com,,Salesforce
10876909,Inactive Investor,Matthew Chang,Financial Advisor,Edward Jones Beaverton OR 1500 NW Bethany Blvd,matthew.chang@edwardjones.com,,Salesforce
11181305,Inactive Investor,Besart Morina,,LPL Financial LLC Larkspur CA 1001 Magnolia Ave,besart.morina@lpl.com,,Salesforce
11068284,Inactive Investor,Mark Burlingame,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",mark_burlingame@ml.com,,Salesforce
11181148,Inactive Investor,Steven Fortune,Financial Advisor,Edward Jones Bloomington IN 3105 S Sare Rd,steven.fortune@edwardjones.com,,Salesforce
10616239,,Thomas Hentschel,,,thomas.hentschel@lpl.com,,List Import
11233440,Inactive Investor,Christopher Neal,Retirement Plan Consultant,"Voya Financial Advisors, Inc. Charlotte NC Private Residence",,,Salesforce
10998991,Inactive Investor,Jack Cantalin,Financial Professional,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,jack.cantalin@opco.com,,Salesforce
10830490,Inactive Investor,Francis Niehaus,,"Osaic Wealth, Inc. Cincinnati OH 5600 Harrison Ave",,,Salesforce
10909972,Inactive Investor,Kyle Sadler,Senior Investment Advisor,"Osaic Wealth, Inc. Humble TX 19506 Hwy 59 N",,,Salesforce
9578832,,Tracy DeMyers,,,tdemyers@jwkorth.com,,List import
11211715,Inactive Investor,Robert Brower,,"Vanderbilt Securities, LLC Long Island City NY 4018 34th Ave",rbrower@vanderbiltsecurities.com,,Salesforce
9602748,,Brian Drolet,,,brian@pwealthmgmt.com,,List import
9620317,,Bongjun Kim,,,enthusiasm40@gmail.com,,List import
11080745,Inactive Investor,Kevin Brandmeyer,,Goldman Sachs & Co.,kevin.brandmeyer@gs.com,,Salesforce
11057116,Inactive Investor,Alvaro Morales,Associate;Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,alvaro.morales@jpmorgan.com,,Salesforce
10769160,Inactive Investor,Matthew Helms,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",matthew.helms@equitable.com,,Salesforce
11090814,Inactive Investor,Rima Alobaidi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",,,Salesforce
10787996,Inactive Investor,William Weber,Vice President - Investments,Arcataur Capital Management LLC,wweber@arcataur.com,,Salesforce
11136794,Inactive Investor,Michael Walterscheidt,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
9619253,,Alan Rechtschaffen,,,anr2@nyu.edu,,List import
11189800,Inactive Investor,Earl Rubinoff,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,earl_rubinoff@glic.com,,Salesforce
11089755,Inactive Investor,Kevin Mayer,Assistant Vice President;Senior Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,kevin.mayer@morganstanley.com,,Salesforce
9590072,,Cormac Kinney,,,ckinney@diamondstandard.co,,List import
9577159,,Thomas Ebner,,,tebner@fscadvisor.com,,List import
11064680,Inactive Investor,Raymond Thompson,Financial Advisor,Edward Jones Gilbert AZ 1757 E Baseline Rd,,,Salesforce
11211234,Inactive Investor,Brinder Kaur,,"Wells Fargo Clearing Services, LLC West Orange NJ 412 Pleasant Valley Way",brinder.kaur@wellsfargo.com,,Salesforce
9587283,,Gary Vawter,,,gary@vawterfinancial.com,,List import
66156,,Fred Drummond,,"MML Investors Services, LLC",fdrummond@massmutual.com,413-737-8400,
9552986,,Brian Covington,,,covingtonbp@gmail.com,,List import
10907423,Inactive Investor,Cavett Cooper,Chief Executive Officer,OneAscent Financial Services LLC,cavett.cooper@oneascent.com,,Salesforce
226600,, -,,[[Unknown]],ctleish@aol.com,,Initial Salesforce Import
10966718,Inactive Investor,Wentworth Gardner,Director - Advisory Services,"Walser Wealth Management Company, A Limited Liability Company",,,Salesforce
371874,,Suck my cock,,United States,gayslex@gmail.com,,Salesforce
9576987,,KHALIL JORDAN,,,khalilsjordan@gmail.comk,,List import
10779005,Inactive Investor,Dianne Williams,Senior Registered Associate,Morgan Stanley Newtown Square PA 3803 W Chester Pike,dianne.h.battista@morganstanley.com,,Salesforce
485,,,,,wesley2jones50@hotmail.com,,
11089183,Inactive Investor,Max Hancock,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,max_hancock@vanguard.com,,Salesforce
10510639,,Tom Nguyen,,Direxion,nguyent@direxion.com,,List Import
10773041,Inactive Investor,Robert Van Esso,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Miami FL 20807 Biscayne Blvd,robert.vanesso@morganstanley.com,,Salesforce
10878308,Inactive Investor,Tony Sonsini,,"Fortune Financial Services, Inc. Lee MA Private Residence",tsonsini@fortunefinancialservices.com,,Salesforce
10489599,,Nathanael Lathrop,Annuity Counselor,Fisher Investments,n.lathrop@fi.com,,List Import
353055,,Randolph Horner,Managing Director,"Renewable New York, LLC",randolph.horner@renewable-ny.us,,Event
9601441,,Barry Taylor,,,btaylor@shadv.com,,List import
119288,,Megan Waterstraat,Associate,Calamos Advisors LLC,mwaterstraat@calamos.com,630-245-7200,
10894074,Inactive Investor,Shane Montejano,,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",shane.montejano@schwab.com,,Salesforce
9612684,,Gerard Leenheers,,,gleenheers@wintrustwealth.com,,List import
10856670,Inactive Investor,Lee Hutter,Chief Executive Officer;Managing Member;Regulatory Contact,"Curated Wealth Partners, LLC",lh@curatedwealthpartners.com,,Salesforce
11012496,Inactive Investor,Monica Perkins,,"Allstate Financial Services, LLC Media PA 941 N Providence Rd",spavbh01@allstate.com,,Salesforce
9570032,,Michael Liebman,,,mliebman@angelogordon.com,,List import
10917421,Inactive Investor,Scott Allen,Financial Advisor,LPL Financial LLC American Fork UT 358 E 1100 S,scott.allen@lpl.com,,Salesforce
10857888,Inactive Investor,Jacob Eaton,,"Farmers Financial Solutions, LLC Lenexa KS 10101 Woodland Dr",,,Salesforce
11131383,Inactive Investor,Bryan Baker,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",bryan.baker@wellsfargoadvisors.com,,Salesforce
11190687,Inactive Investor,Paul Simmons,Financial Advisor,Edward Jones Hudson WI 131 Carmichael Rd,paul.simmons@edwardjones.com,,Salesforce
11059102,Inactive Investor,Kevin Miller,,Edward Jones Portland OR 15220 NW Laidlaw Rd,,,Salesforce
11211268,Inactive Investor,Dreama Wade,,"Wells Fargo Clearing Services, LLC Christiansburg VA 2325 N Franklin St",dreama.wade@wellsfargoadvisors.com,,Salesforce
9588494,,Roger Miners,,,roger.miners@bnpparibas.com,,List import
10760310,Inactive Investor,Kevin White,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",kevin.white@nm.com,,Salesforce
119150,,Benjamin Haupts,Managing Director,"Principal Securities, Inc.",haupts.ben@principal.com,515-246-4056,
9619893,,Logan Hawk,,,logantylorhawk@gmail.com,,List import
10759234,Inactive Investor,Donald Swanson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",dkirt_swanson@ml.com,,Salesforce
10804252,Inactive Investor,Terrence Oxendahl,,Thrivent Investment Management Inc. Williston ND 54 25th St E,terry.oxendahl@thrivent.com,,Salesforce
10918450,Inactive Investor,Mark Potocsny,,"International Assets Advisory, LLC New Haven CT 157 Church St",mpotocsny@iaac.com,,Salesforce
10917913,Inactive Investor,Jared Kimura,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jared_kimura@vanguard.com,,Salesforce
11128848,Inactive Investor,Edward McCombs,Financial Advisor;Vice President,PNC Investments Whitehall MI 119 S Mears Ave,edward.mccombs@pnc.com,,Salesforce
11188947,Inactive Investor,Robert Dyer,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",robert_dyer@ml.com,,Salesforce
9643451,,Efrain Torres,,,efraintorres512@live.com,,List import
10808654,Inactive Investor,Earl Brooks,,"Osaic Wealth, Inc. Pittsburgh PA 651 Holiday Dr",,,Salesforce
9593563,,1 2,,,shuaxin2012@hotmail.com,,List import
11148399,Inactive Investor,Richard Arthur,,"Avantax Investment Services, Inc. Iowa City IA 1930 S Gilbert St",,,Salesforce
11188541,Inactive Investor,Laura Dore,Investment Advisor,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
116164,,James Batey,Financial Advisor,"VALIC Financial Advisors, Inc.",james.batey@valic.com,800-892-5558,
11062081,Inactive Investor,Suzanne Marshall,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
8791600,,Roger Baird,,,rogerebaird@gmail.com,,Web Form Fillout
10939222,Inactive Investor,John Rozier,,"NBC Securities, Inc. Sainte Genevieve MO 710 Parkwood Dr",jrozier@nbcsecurities.com,,Salesforce
10696103,,Alexander LaLonde,,Retirement Income Solutions,alexlalonde@risadvisory.com,,List import
10968176,Inactive Investor,Robert Arnold,Financial Planner,"Resources, Estates, Assets, Planning",,,Salesforce
10945806,Inactive Investor,Samuel Crawford,Associate,Edward Jones Peachtree Corners GA 5185 Peachtree Pkwy,samuel.crawford@edwardjones.com,,Salesforce
11126268,Inactive Investor,Henry Grinberg,Managing Director;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",henry.grinberg@raymondjames.com,,Salesforce
11195997,Inactive Investor,Darnell Commodore,Chief Compliance Officer;Managing Member;President,"Commodore Asset Management, LLC",,,Salesforce
11050678,Inactive Investor,Robert Davis,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",,,Salesforce
10616774,,Steven Fischer,,,steven_j_fischer@ml.com,,List Import
11190142,Inactive Investor,Tate Larrance,,LPL Financial LLC Chagrin Falls OH 35 River St,tate.larrance@lpl.com,,Salesforce
11027982,Inactive Investor,Tami Scarff,,PFS Investments Inc. Las Vegas NV 9205 W Russell Rd,tammy.scarff@primerica.com,,Salesforce
11167469,Inactive Investor,Paul Platek,,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,paul.platek@ubs.com,,Salesforce
10876051,Inactive Investor,Nikolas Kovach,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11071248,Inactive Investor,Koebe Wilson,,Key Investment Services LLC Harrison OH 10600 Harrison Ave,koebe.wilson@key.com,,Salesforce
10770554,Inactive Investor,Robert Linden,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,mark.linden@morganstanley.com,,Salesforce
223697,,Abdel Hamdan,,[Unknown],amasn5@gmail.com,,Direct
9556886,,Ethan Kooistra,,,ethanthegreat1099@gmail.com,,List import
11207492,Inactive Investor,Shane Hall,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",shane.a.hall@bofa.com,,Salesforce
11072764,Inactive Investor,Brendan Roberts,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",,,Salesforce
10928191,Inactive Investor,Joo You,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10849535,Inactive Investor,Tyler Huston,Financial Professional,"MML Investors Services, LLC Tallahassee FL 259 John Knox Rd",thuston@financialguide.com,,Salesforce
10899154,Inactive Investor,Maya Greenfield,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,maya.greenfield@jpmorgan.com,,Salesforce
10965685,Inactive Investor,Konrad Korth,,NYLIFE Securities LLC Fort Collins CO 4650 Royal Vista Cir,kdkorth@ft.newyorklife.com,,Salesforce
10774250,Inactive Investor,Charles Kunzelman,Private Client Financial Advisor,"Citizens Securities, Inc. Hamden CT 2584 Dixwell Ave",charles.kunzelman@ccoinvest.com,,Salesforce
10856492,Inactive Investor,Lance Aten,,LPL Financial LLC Galesburg IL 128 N Broad St,lance.aten@lpl.com,,Salesforce
10964779,Inactive Investor,Matthew Dawson,,Edward Jones Georgetown SC 306 Church St,,,Salesforce
11055417,Inactive Investor,Sherri Finney,Wealth Management Banker,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",sherri.finney@wellsfargoadvisors.com,,Salesforce
11070147,Inactive Investor,Thanh Phan,,J.P. Morgan Securities LLC Lafayette CA 3603 Mt Diablo Blvd,thanh.phan@jpmorgan.com,,Salesforce
372670,,Stanley Gersch,,United States,braces4u@outlook.com,,source
11200745,Inactive Investor,Cesar Salazar,,PFS Investments Inc. Torrance CA 1327 Post Ave,cesar.salazar@primerica.com,,Salesforce
10953551,Inactive Investor,Parker Croswell,,Fidelity Brokerage Services LLC,,,Salesforce
246218,,Not Provided,Director,HR Rubenstein Law,herb@sbizgroup.com,,Manual List Upload
2167648,,Petros Simos,,,epetrossimos@hotmail.com,,
11218941,,Andrew Barron,,,andrew.barron@53.com,,Other
350958,,Douglas Rapp,Financial Advisor,"Private Client Services, Llc",drapp@kfg.com,502-451-0600,Manual List Upload
11073082,Inactive Investor,Conner Mccubbin,Investment Advisor Representative,"Osaic Wealth, Inc. Henderson NV 2625 Wigwam Pkwy",,,Salesforce
10790864,Inactive Investor,Lewis Kalmans,Executive Director;Family Wealth Director;Wealth Advisor,Morgan Stanley Houston TX 1330 Post Oak Blvd,lewis.kalmans@morganstanley.com,,Salesforce
11200952,Inactive Investor,Adrienne Jang,,State Farm VP Management Corp. San Francisco CA 1643 Noriega St,adrienne.ng.jxf5@statefarm.com,,Salesforce
11004335,Inactive Investor,Jessica Contreras,,PFS Investments Inc. Greenville SC 728 N Pleasantburg Dr,jcontreras@primerica.com,,Salesforce
9585723,,Paijo Suloyo,,,frendiriawan2001@gmail.com,,List import
204996,,John Feng,,[Unknown],jfeng06@gmail.com,,
9630918,,Andres Casasnovas,,,aac5389@gmail.con,,List import
10858904,Inactive Investor,Charles Baldwin,Chief Compliance Officer;Co-Founder;Managing Member;President;Principal,BCAS Bedford NH 116 S River Rd,chuckbaldwin@baldwinclarke.com,,Salesforce
9556051,,John Rogers,,,john.rogers@veracitycapital.com,,List import
11057545,Inactive Investor,Frederick Spoor,,Buell Securities Corp.,,,Salesforce
372674,,SDP Paul,,United States,paulkiddoc@gmail.com,,source
10820333,Inactive Investor,Aaron Howe,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",aaron.howe@rbc.com,,Salesforce
10822207,Inactive Investor,Tennyson Shifley,,"Cambridge Investment Research, Inc. Waxhaw NC 5407 Davis Rd",,,Salesforce
11078649,Inactive Investor,Ryan Timmons,Financial Professional,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",ryan.timmons@equitable.com,,Salesforce
10934621,Inactive Investor,Dustin Cantrell,President,"BDM Investments, Inc. Kennesaw GA 3620 Kennesaw N Industrial Pkwy",,,Salesforce
11033117,Inactive Investor,Brian Nolan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",brian.nolan@rbc.com,,Salesforce
9560982,,hum los,,,humlos213@gmail.com,,List import
9608771,,Josh Lion,,,joshlion24@gmail.com,,List import
248906,,Paola Martinez,Marketing,NES,paola@nuncaessuficiente.com,,Manual List Upload
11162251,Inactive Investor,Anthony Cofone,,Morgan Stanley Boca Raton FL 1801 N Military Trl,anthony.cofone@morganstanley.com,,Salesforce
10900615,Inactive Investor,Mark Levin,Financial Advisor,LPL Financial LLC Mount Laurel NJ 305 Fellowship Rd,mark.t.levin@lpl.com,8562968979,Salesforce
10804830,Inactive Investor,Nancy Lewis,Senior Registered Associate,Morgan Stanley Columbus OH 4343 Easton Cmns,nancy.e.lewis@morganstanley.com,,Salesforce
10818547,Inactive Investor,Wilver Ceballos,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",wilver.ceballos@ml.com,,Salesforce
10917360,Inactive Investor,Alyse Blumberg,,"The Leaders Group, Inc.",alyse@leadersgroup.net,,Salesforce
10988974,Inactive Investor,Ash Magrans,,NYLIFE Securities LLC Hallandale FL 221 W Hallandale Beach Blvd,amagrans@ft.newyorklife.com,,Salesforce
11218370,,Jason O'Hara,,,jason.o-hara@jpmorgan.com,,List Import
10978201,Inactive Investor,Gayle Wilkerson,,PFS Investments Inc. Petersburg VA 30 Franklin St,gwilkerson@primerica.com,,Salesforce
11056186,Inactive Investor,Shawn Millimaki,,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",,,Salesforce
10927213,Inactive Investor,Caroline Dosker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
233842,, -,,[[Unknown]],bjorn@kaffebrenneriet.no,,
243248,,Matt McGowan,Investment Consultant,Aptus Capital Advisors,matt@apt.us,,Manual List Upload
10855953,Inactive Investor,David Canfield,Equity Research Associate;Executive Vice President,"Graybill Wealth Management, Ltd.",davidcanfield@graybillbartz.com,,Salesforce
9552384,,Leigh-Ann Iha,,,leigh-ann@cadinha.com,,List import
11061037,Inactive Investor,Hailing Chai,Secretary,Analytic Investment Management LLC,,,Salesforce
10780719,Inactive Investor,Timothy Lense,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",timothy.lense@valic.com,,Salesforce
11180944,Inactive Investor,Gary Durchholz,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Springfield IL 3201 W White Oaks Dr",,,Salesforce
10854839,Inactive Investor,William Gurney,Executive Vice President,"Courier Capital, LLC",wgurney@couriercapital.com,,Salesforce
10924733,Inactive Investor,Laurin Skrabonja,,LPL Financial LLC Naples FL 4524 Silver Fox Dr,laurin.skrabonja@lpl.com,,Salesforce
11029208,Inactive Investor,Carolyn Sipperley,Relationship Manager,"One + One Wealth Management, LLC",carolyn@oneplusonewealth.com,,Salesforce
11040291,Inactive Investor,Marie Loyd,,LPL Financial LLC Fresno CA Private Residence,marie.c.loyd@lpl.com,,Salesforce
11061844,Inactive Investor,Alice Parmer,,"Allstate Financial Services, LLC Alexander City AL 839 Airport Dr",,,Salesforce
11236000,Inactive Investor,Joseph Mateja,Financial Advisor,Rooted Wealth Advisors,joseph@rootedretirement.com,,Salesforce
10787866,Inactive Investor,Robert Miller,,Stephens Atlanta GA 3344 Peachtree Rd NE,rmiller@stephens.com,,Salesforce
11236343,Inactive Investor,Robert Hill,Director - Investments;Managing Director,ACIMA Private Wealth LLC,bobh@acimapw.com,,Salesforce
10590306,,BJ van der Palen,,,fair05@yahoo.com,,Web Form Fillout
10973950,Inactive Investor,Matthew Bernocchi,Associate Wealth Advisor,"Sax Wealth Advisors, LLC",mbernocchi@saxwa.com,,Salesforce
10801727,Inactive Investor,Brian Eagon,Executive Director - Wealth Management;Wealth Advisor,Morgan Stanley Sewickley PA 2100 Georgetown Dr,brian.eagon@morganstanley.com,,Salesforce
10954120,Inactive Investor,Evan Bowman-Hare,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11158462,Inactive Investor,Regina Marthers,,"First Citizens Investor Services, Inc. Camden SC 404 E Dekalb St",regina.marthers@firstcitizens.com,,Salesforce
9634607,,Henry Arndt,,,harndt@bamadvisor.com,,List import
10696207,,keith Toussaint,,Toussaint Financial Services,ktoussaint@investmentctr.com,,List import
11116049,Inactive Investor,Parker Yates,,Fidelity Brokerage Services LLC Rockville MD 402 King Farm Blvd,parker.yates@fmr.com,,Salesforce
11066931,Inactive Investor,Dennis Park,Assistant Secretary;Financial Advisor;Principal,"Epsilon Financial Group, Inc. Discovery Bay CA 5103 Cabrillo Pt",,,Salesforce
10933282,Inactive Investor,Joseph Thaman,,"Mutual Securities, Inc. Saint Louis MO 12400 Olive Blvd",joseph.thaman@mutualsecurities.com,,Salesforce
9617474,,Tom Tommy,,,tomtommysocial@gmail.com,,List import
10927220,Inactive Investor,Taylor Mcdermott,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,taylor.mcdermott@jpmorgan.com,,Salesforce
10926686,Inactive Investor,Monique Levensailor,Managing Member;Principal,"TRS Advisors, LLC Fort Worth TX 6040 Camp Bowie Blvd",,,Salesforce
9590874,,James Lukas,,,j.lukas@pec1999.com,,List import
10646973,,Jeffrey Bertoni,,,jbertoni@janney.com,,List Import
10985485,Inactive Investor,Eric Yi,,J.P. Morgan Securities LLC Pasadena CA 2345 E Colorado Blvd,eric.yi@jpmorgan.com,,Salesforce
10979950,Inactive Investor,Sergio Diaz,,"Empower Financial Services, Inc Braintree MA Private Residence",sergio.diaz@empower.com,,Salesforce
10964695,Inactive Investor,Lucille Benschoter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11087202,Inactive Investor,Carl Stopp,,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,carl.stopp@lpl.com,,Salesforce
11142794,Inactive Investor,Scott Kieler,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",scott.kieler@tfaconnect.com,,Salesforce
10761358,Inactive Investor,Melanie Burnett,Director - Business Strategy;Vice President,Morgan Stanley New York NY 55 E 52nd St,melanie.burnett@morganstanley.com,,Salesforce
11018882,Inactive Investor,Dylan Emanuel,,Mutual of America Securities LLC Omaha NE 3555 Farnam St,dylan.emanuel@mutualofamerica.com,,Salesforce
10761129,Inactive Investor,John Pardue,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",john.pardue@ml.com,,Salesforce
10872009,Inactive Investor,Linda Olson,Financial Advisor,Edward Jones Hopkins MN 1209 Main St NE,linda.j.olson@edwardjones.com,,Salesforce
10847537,Inactive Investor,Barrigan Nelson,Chief Compliance Officer;Managing Member;Managing Partner;Principal;Wealth Advisor,Capital Financial Planners,barry@capfina.com,,Salesforce
10786800,Inactive Investor,Robert Solon,,Portsmouth Financial Services,,,Salesforce
11037549,Inactive Investor,Noah Daniels,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",,,Salesforce
9601566,,Dan Linscomb,,,dlinscomb@linscomb-williams.com,,List import
10817790,Inactive Investor,Chance Rossi,,PFS Investments Inc. Ventura CA 1695 Mesa Verde Ave,chance.rossi@primerica.com,,Salesforce
5872219,,Victor Jones,,"VIP Construction, LLC.",victorjones98@gmail.com,8174554435,Web Form Fillout
11113314,Inactive Investor,Delon Mansour,,"Kestra Investment Services, LLC San Diego CA 7922 Entrada de Luz W",,,Salesforce
9632218,,John Flood,,,john.flood756@gmail.com,,List import
11119321,Inactive Investor,Ronda Watkins,,"WesBanco Securities, Inc. New Castle PA 2731 Ellwood Rd",,,Salesforce
10813093,Inactive Investor,Glen Mathews,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",glen_mathews@ml.com,,Salesforce
11173073,Inactive Investor,Lawrence Zeller,,"Liberty Partners Financial Services, LLC Bridgewater NJ 991 US Hwy 22",lzeller@libertypfs.com,,Salesforce
10750378,Inactive Investor,Juan Lozada Flores,,PFS Investments Inc. San Juan 3100 Carr 199,,,Salesforce
10618384,,Michael Kizman,,,michael_c_kizman@ml.com,,List Import
170538,,Mohammad BABAEI,,[Unknown],m.babaei@gmx.com,,source
10978228,Inactive Investor,Michael Katz,,"Truist Investment Services, Inc. Chicago IL 227 W Monroe St",michael.katz@truist.com,,Salesforce
10614462,,John Rachel,"Financial Advisor, Financial Professional",,john_rachel@glic.com,,List Import
10916379,Inactive Investor,Nikita Lemon,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10970206,Inactive Investor,Salone Loney,,Jefferies LLC,sloney@jefferies.com,,Salesforce
10877039,Inactive Investor,April Shockey,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",april.shockey@nm.com,,Salesforce
11219607,,Loren Brandrup,,,loren.brandrup@lpl.com,,Other
10823522,Inactive Investor,Susan Christoph,Family Office Services;Partner;Senior Relationship Manager,"Curi RMB Capital, LLC",schristoph@rmbcap.com,,Salesforce
11030171,Inactive Investor,Cole Crocker,Financial Advisor,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
11229272,Inactive Investor,Glenn Lotenberg,Financial Advisor,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",glenn.lotenberg@raymondjames.com,,Salesforce
10905942,Inactive Investor,James Chase,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,james.chase@fidelity.com,,Salesforce
10816935,Inactive Investor,Heather Steggall,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,heather.steggall@ubs.com,,Salesforce
9646070,,Hwisang Kim,,,hwisang.korea@gmail.com,,List import
10906982,Inactive Investor,Kim Wong,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10879255,Inactive Investor,Andrea Arismendi,,"Truist Investment Services, Inc. Orlando FL 444 E Michigan St",andrea.arismendi@truist.com,,Salesforce
11087077,Inactive Investor,Richard Heckard,,"Osaic Wealth, Inc. Rock Hill SC 1922 India Hook Rd",,,Salesforce
10855074,Inactive Investor,John Corso,,"Vicus Capital, Inc.",jcorso@pfginc.com,,Salesforce
11218981,,Matthew Price,,,pricem@ceteranetworks.com,,Other
11037695,Inactive Investor,Neal Watson,Financial Advisor,Commonwealth Financial Services Marietta OH 326 3rd St,neal.watson@cfswv.com,,Salesforce
192568,,Tyson Wilday,,[Unknown],tysonwilday@gmail.com,,
10822592,Inactive Investor,William Lorenz,,"Osaic Wealth, Inc. Royersford PA 649 N Lewis Rd",,,Salesforce
10817153,Inactive Investor,Molly Hall,,Goldman Sachs & Co.,,,Salesforce
340619,,Stuart Nichoalds,"Aml, bsa Officer",Hancock Whitney Investment Services Inc.,stuart_nichoalds@hancockbank.com,504-586-7290,Manual List Upload
11064040,Inactive Investor,Paul Bergeron,,LPL Financial LLC Sausalito CA 141 Bulkley Ave,paul.bergeron@lpl.com,,Salesforce
10762101,Inactive Investor,Traci Wood,Senior Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",,,Salesforce
10830192,Inactive Investor,Marvin Wright,Senior Investment Advisor,Donaldson Capital Management LLC,,,Salesforce
10900699,Inactive Investor,Douglas Clark,Senior Vice President - Financial Planning,Edelman Financial Engines Troy MI 201 W Big Beaver Rd,dclark@edelmanfinancialengines.com,,Salesforce
10990492,Inactive Investor,Samantha Morton,,"Wells Fargo Clearing Services, LLC Newport Beach CA 5 Corporate Plaza Dr",,,Salesforce
11123331,Inactive Investor,Brandon Boekel,,Vanguard Marketing Corporation,brandon_boekel@vanguard.com,,Salesforce
11157833,Inactive Investor,Dionne Archer,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,dionne.archer@morganstanley.com,,Salesforce
11231304,Inactive Investor,Elizabeth Morrison,,Vanguard Marketing Corporation,elizabeth_morrison@vanguard.com,,Salesforce
11148365,Inactive Investor,Johathan Chandler,,"Avantax Investment Services, Inc. Memphis TN 3432 Park Ave",,,Salesforce
9578774,,James Cox,,,james.cox@westendadvisors.com,,List import
11161241,Inactive Investor,Eric Curry,Senior Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,eric.curry@morganstanley.com,,Salesforce
10772952,Inactive Investor,Stephen Kowalski,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",stephen_kowalski@ml.com,,Salesforce
11013673,Inactive Investor,Danielle Mcpartlin,,"Northwestern Mutual Investment Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",danielle.mcpartlin@nm.com,,Salesforce
11002374,Inactive Investor,Christopher Hopkins,,"CapFinancial Securities, LLC. Boston MA 1 Liberty Sq",,,Salesforce
10838668,Inactive Investor,Karl Hamberger,,"MML Investors Services, LLC Buffalo NY 37 Franklin St",kehamberger@financialguide.com,,Salesforce
10950081,Inactive Investor,Daphne Brown,,Cetera Advisor Networks LLC Eugene OR 450 Country Club Rd,daphne.brown@ceterawealth.com,,Salesforce
11235791,Inactive Investor,Christina Castrejon,Senior Vice President;Senior Wealth Advisor,"Sage Private Wealth Group, LLC",christina.castrejon@sageprivatewealth.com,,Salesforce
11140146,Inactive Investor,Kirk Freedle,,"Sunbelt Securities, Inc. Denver CO 12000 Pecos St",,,Salesforce
192115,,A S,,[Unknown],sheikh.asif@gmail.com,,
11044011,Inactive Investor,William Hall,Owner,William Wolcott Hall Investment Adviser,,,Salesforce
10967556,Inactive Investor,Querube Montoya,,"Empower Financial Services, Inc Oakfield WI Private Residence",querube.montoya@empower.com,,Salesforce
10832060,Inactive Investor,Michael Waters,Financial Advisor,Edward Jones Fairhope AL 412 Equality Ave,michael.waters@edwardjones.com,,Salesforce
11179689,Inactive Investor,Joseph Marinaccio,First Vice President,"Raymond James & Associates, Inc. Morristown NJ 163 Madison Ave",joe.marinaccio@raymondjames.com,,Salesforce
10999510,Inactive Investor,John Dailey,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
248976,,Katy Tien,Investment advisor,Richardson Wealth,katy.tien@richardsonwealth.com,,Manual List Upload
11095328,Inactive Investor,Steven Rogers,Executive Director;Financial Advisor,Morgan Stanley Bowling Green KY 563 Hub Blvd,steve.rogers@morganstanley.com,,Salesforce
11072403,Inactive Investor,Thomas Berry,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
116127,,Robert Deal,Sole Member,"Lifefocus Financial Advisors, Llc",bdeal@lifefocusadvisors.com,509-526-4521,Manual List Upload
6222062,,Amy H Smith,,,paloda7409@v3dev.com,,Web Form Fillout
10820002,Inactive Investor,Michelle Crause,,Cetera Advisor Networks LLC Manchester MO Private Residence,,,Salesforce
235469,, -,,[[Unknown]],thenewjon32@gmail.com,,
11121061,Inactive Investor,Cody Benner,,Vanguard Marketing Corporation,,,Salesforce
10998874,Inactive Investor,Karla Contreras Portorreal,,J.P. Morgan Securities LLC Copiague NY 895 Montauk Hwy,,,Salesforce
10780827,Inactive Investor,Barbara Wolfe,,UBS Financial Services Inc. Mishawaka IN 4330 Edison Lakes Pkwy,barbara.wolfe@ubs.com,,Salesforce
9591712,,Mohamed Alshaikh,,,alshaikhm21@gmail.com,,List import
10611158,,Armando Olivieri,"First Vice President, Senior Vice President, Wealth Management Advisor",,aolivieri0758@gmail.com,,List Import
10854212,Inactive Investor,Anthony DiMaio,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",anthony.dimaio@ml.com,,Salesforce
11148503,Inactive Investor,Pawel Szott,,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,pawel.szott@lpl.com,,Salesforce
10917853,Inactive Investor,H Krimbill,Member,Meliora Capital Tulsa OK 1601 S Main St,,,Salesforce
11107271,Inactive Investor,Evelyn Anzules,Private Client Advisor,J.P. Morgan Securities LLC New York NY 3940 Broadway,evelyn.e.anzules@jpmorgan.com,,Salesforce
10834709,Inactive Investor,Kevin Price,Chief Investment Officer,"Interlake Capital Management, LLC",kevin@interlakecapital.com,,Salesforce
10951656,Inactive Investor,Samantha Halason,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9591018,,Shunique Handley,,,shunique33@gmail.com,,List import
10524897,,[Unknown],,,alexandrehuber@icloud.com,,Web Form Fillout
9562037,,Bonnie Gunn,,,bgunn@signature.ci.com,,List import
9582057,,Jared Northam,,Fisher Investments,j.northam@fi.com,,List import
10894039,Inactive Investor,Omar Radney,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,omar_radney@vanguard.com,,Salesforce
10817410,Inactive Investor,Kevin Brown,,"Osaic Wealth, Inc. Charleston SC 537 Wappoo Rd",kevinbrown@osaicwealth.com,,Salesforce
10805378,Inactive Investor,Camille Harrison,Branch Manager,LPL Financial LLC Livonia MI 19575 Victor Pkwy,camille.harrison@lpl.com,,Salesforce
10965459,Inactive Investor,Luke Holmen,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",luke.holmen@ampf.com,,Salesforce
10618050,,Lisa James Pope,,,lisa_pope@ml.com,,List Import
10920704,Inactive Investor,Richard Nicholas,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",richard.nicholas@equitable.com,,Salesforce
9590964,,Joshua Freedman,,,jfreedman@ballastequity.com,,List import
9637925,,William Waterkotte,,,bill.waterkotte@carpenters.org,,List import
10826176,Inactive Investor,Daniel Bacon,,Thrivent Investment Management Inc. Storm Lake IA 519 Michigan St,dan.bacon@thrivent.com,,Salesforce
349614,,Brian Anderson,"Manager, Member",Healthedge Investment Partners,brian@healthedgepartners.com,813-490-7100,Manual List Upload
10972995,Inactive Investor,Josh Hagar,Head - Operations;Vice President,GeoWealth Management LLC,josh.hagar@geowealth.com,,Salesforce
10885492,Inactive Investor,Matthew Hogan,,State Farm VP Management Corp. Cape Girardeau MO 980 N Kingshighway St,,,Salesforce
11193369,Inactive Investor,Michael Hynes,Financial Advisor,"Wells Fargo Clearing Services, LLC Acworth GA 6060 Cedarcrest Rd NW",michael.hynes@wellsfargo.com,,Salesforce
9617985,,Philip Gryglas,,,pg@skylandscapital.com,,List import
10488034,,Stephen Jenkins,,"Strategic Portfolio Solutions, LLC",steve@laketowerfm.com,,List Import
11028017,Inactive Investor,Citlalli Rojas,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,crojas@ft.newyorklife.com,,Salesforce
11130795,Inactive Investor,Justin Glasrud,Wealth Advisor,LPL Financial LLC Rochester MN 2774C Commerce Dr NW,justin.glasrud@lpl.com,,Salesforce
9563120,,Bradley Goodwin,,,bradley.goodwin@valic.com,,List import
11202465,Inactive Investor,Rhonda Glanton,,PFS Investments Inc. Gretna LA 2550 Belle Chasse Hwy,rhonda.glanton@primerica.com,,Salesforce
117344,,Cody Schweninger,"Financial Services Representative, Investment Advisor Representative","Principal Securities, Inc.",schweninger.cody@principal.com,316-722-6634,
10990319,Inactive Investor,Olivier Chatelus,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
11090619,Inactive Investor,Vianne Chen,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,vianne.chen@chase.com,,Salesforce
210531,,juan Villegas,,[Unknown],juan.villegas@sbcglobal.net,,
220205,,Bill Staniford,,[Unknown],bill@staniford.com,,
9622842,,Carlos Jose Troncoso,,,trongroup2015@gmail.com,,List import
153552,,Pedro Castro,,[Unknown],ppezzini03@gmail.com,,
11060317,Inactive Investor,John Merkouris,Financial Advisor,Edward Jones Carson City NV 844 W Nye Ln,john.merkouris@edwardjones.com,,Salesforce
9596086,,Dale Yahnke,,,dale.yahnke@dywealth.com,,List import
11110457,Inactive Investor,Timothy Magid,Associate Vice President;Client Relationship Manager,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,tmagid@rockco.com,,Salesforce
10907759,Inactive Investor,Scott Peterson,Financial Planner,"Financial & Tax Architects, LLC",scott.peterson@fta-ria.com,,Salesforce
10899878,Inactive Investor,Lawrence Martin,Private Client Advisor,J.P. Morgan Securities LLC San Antonio TX 815 Evans Rd,larry.martin@chase.com,,Salesforce
11008945,Inactive Investor,Maurice Huseby,,"Allstate Financial Services, LLC Tampa FL 3641 W Kennedy Blvd",mauricehuseby@allstate.com,,Salesforce
11189698,Inactive Investor,Luke Richmond,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11191923,Inactive Investor,Marina Smalanskas,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",marina.smalanskas@citizensbank.com,,Salesforce
9575928,,Gareth Gacetta,,,ggacetta@wpcapital.com,,List import
10603884,,Timothy Sebunya,"Chief Executive Officer, Managing Member, Portfolio Manager, Regulatory Contact",Mutima Capital Management LLC,tsebunya@mutimacapital.com,212-967-1222,List Import
203160,,ROB FREEMAN,HEAD OF ALTERNATIVE ENERGY GROUP,BROWN & BROWN OF NEW YORK,rob@robfreeman.com,9146490007,
11002017,Inactive Investor,Samuel Mock,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10826104,Inactive Investor,Scott Aldridge,Financial Advisor,Edward Jones Jeffersonville IN 506 E Court Ave,scott.aldridge@edwardjones.com,,Salesforce
11018563,Inactive Investor,Aaron Miller,,"Fifth Third Securities, Inc. Nashville TN 424 Church St",aaron.miller@53.com,,Salesforce
337962,,Joe Urbanski,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",jurbanski@chadlersolutions.com,732-595-2200,Manual List Upload
9586282,,Joseph Cantanucci,,,jcantanucci@massmutual.com,,List import
349304,,David Sandell,Director,Boston Trust Walden Inc.,dsandell@bostontrust.com,617-726-7250,Manual List Upload
9543953,,Matthew Schulz,,,mschulz@camdencapital.com,,List import
10848222,Inactive Investor,Andre De Araujo Jorge,,"Raymond James & Associates, Inc. Nashville TN 1 Burton Hills Blvd",andre.dearaujojorge@raymondjames.com,,Salesforce
11093055,Inactive Investor,Kristen Eaton,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,kristen.eaton.rl96@statefarm.com,,Salesforce
10960788,Inactive Investor,Gilbert Cortez,Financial Planner,"Osaic Wealth, Inc. El Paso TX 7001 Westwind Dr",,,Salesforce
10963115,Inactive Investor,Brian Cleugh,Chief Compliance Officer;Managing Member,"Rhubarb Investments, LLC",,,Salesforce
333595,,Laura Madariaga,,Mercer Global Advisors Inc.,lmadariaga@merceradvisors.com,,
351194,,Edward Fauty,Senior Investment Advisor,"Lesko Securities, Inc.",efauty@leskofinancial.com,607-724-2421,Manual List Upload
9619405,,Aaron Moatz,,,aaron@woodlinepartners.com,,List import
10905960,Inactive Investor,Cassie Day,,"Stifel, Nicolaus & Company, Incorporated New Orleans LA 639 Loyola Ave",,,Salesforce
9560641,,Donald Uhrin,,,duhrin@massmutual.com,,List import
11072464,Inactive Investor,Donald Lacombe,Chief Executive Officer;Managing Partner,Metamorphic Capital,donald@metamorphicapital.com,,Salesforce
10803182,Inactive Investor,Andrew Karlinski,,LPL Financial LLC Irvine CA 6 Venture,andrew.karlinski@lpl.com,,Salesforce
9606239,,Vidy Onadi,,,vidy.onadi@gmail.com,,List import
10845353,Inactive Investor,David Hunt,Chief Compliance Officer;Managing Member;Owner;Wealth Manager,Milestone Wealth,dave@milestonewealthusa.com,,Salesforce
10777882,Inactive Investor,Mark Doria,,Deutsche Bank Securities Inc.,,,Salesforce
11212247,Inactive Investor,Richard Parker,Client Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",richard.parker@raymondjames.com,,Salesforce
10873146,Inactive Investor,Dale Malleck,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,dale.malleck@lpl.com,,Salesforce
11167295,Inactive Investor,Thomas Brennan,,Cetera Advisor Networks LLC Blue Bell PA 653 Skippack Pike,,,Salesforce
10956876,Inactive Investor,Li Jun Shi,,"Globalink Securities, Inc.",jun.shi@globalinkusa.com,,Salesforce
9626848,,Samuel Oh,,,samuelboh@gmail.com,,List import
374168,,Raphael Thornton Thornton,,"Raphael J Thornton, DMD, PC",drthornton@charter.net,2057061323,Salesforce
10908342,Inactive Investor,Jason Templeton,,State Farm VP Management Corp. Carrollton GA 923 Bankhead Hwy,,,Salesforce
10839863,Inactive Investor,Pierre Nicolet,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,pjnicolet@ft.newyorklife.com,,Salesforce
11105482,Inactive Investor,David Lippincott,Investment Advisor,Fisher Investments,,,Salesforce
10887933,Inactive Investor,Charles Bledsoe,,"Raymond James Financial Services, Inc. Gallatin TN 1630 Nashville Pike",charles.bledsoe@raymondjames.com,,Salesforce
10777588,Inactive Investor,Mignon De La Torre,Senior Client Service Associate,Morgan Stanley La Jolla CA 1250 Prospect St,mignon.delatorre@morganstanley.com,,Salesforce
10973144,Inactive Investor,Evan Chamberlain,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10789009,Inactive Investor,Russell Hurley,First Vice President;Wealth Management Specialist,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",russell.hurley@raymondjames.com,,Salesforce
10940372,Inactive Investor,Kyle Moore,Financial Advisor,"Ameriprise Financial Services, LLC Overland Park KS 7260 W 135th St",kyle.moore@ampf.com,,Salesforce
10921355,Inactive Investor,Alexia Gooch,,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",alexia.tripp@tfaconnect.com,,Salesforce
10924757,Inactive Investor,Ali Mahallati,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",amahallati@financialguide.com,,Salesforce
10998474,Inactive Investor,Jonathan Park,Financial Associate,Thrivent Investment Management Inc. Los Angeles CA Private Residence,jonathan.park@thrivent.com,,Salesforce
11173192,Inactive Investor,Jose Reyes Canahuati,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jose.reyes-canahuati@jpmorgan.com,,Salesforce
9623461,,akash chaudhary,,,akash.chaudhary@gmail.com,,List import
11219474,,Benjamin Packer,,,bpacker@seic.com,,Other
333188,,Matt Neyland,,SK Wealth,mneyland@skwealth.com,401.752.0587,
221982,,Davorka Beg,,[Unknown],davorkabeg@gmail.com,,
10824903,Inactive Investor,Matthew Oxenreiter,Investment Advisor Representative,LPL Financial LLC Bridgeville PA 1195 Washington Pike,matthew.oxenreiter@lpl.com,,Salesforce
10875182,Inactive Investor,Trent Helton,Financial Advisor,LPL Financial LLC Columbia MO 720 E Broadway,trent.helton@lpl.com,,Salesforce
321972,,To Thomas,Assistant Clinical Professor,University of Arizona at Tuscon,tanu.thomas@va.gov,,Manual List Upload
11180770,Inactive Investor,Joshua Honaker,Relationship Banker,The Huntington Investment Company Florence KY 6666 Industrial Rd,joshua.honaker@huntington.com,,Salesforce
11113697,Inactive Investor,Donald Wilkie,Investment Advisor,"Osaic Wealth, Inc. San Diego CA 2820 Carleton St",,,Salesforce
10958333,Inactive Investor,Wael Elbehiri,,J.P. Morgan Securities LLC Munster IN 1600 45th Ave,wael.elbehiri@chase.com,,Salesforce
11121841,Inactive Investor,Gregory Miller,Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
10926816,Inactive Investor,James Kemmerer,Financial Planner,"Pruco Securities, LLC. Greenwood IN 520 N Madison Ave",james.kemmerer@prudential.com,,Salesforce
11153785,Inactive Investor,Richard Caruso,Vice President - Compliance,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",rcaruso@financialguide.com,,Salesforce
10928603,Inactive Investor,Jeffrey Mundy,,State Farm VP Management Corp. Middletown OH 300 S Breiel Blvd,jeff.mundy.magw@statefarm.com,,Salesforce
10832492,Inactive Investor,Jason Waybright,Financial Advisor;Principal,LPL Financial LLC Redding CA 1314 Trinity St,jason.waybright@lpl.com,,Salesforce
10801582,Inactive Investor,Victor Philleo,Senior Vice President - Investments,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",victor.philleo@raymondjames.com,,Salesforce
11103897,Inactive Investor,Philip Noonan,Chief Operating Officer;Regulatory Contact,"Contravisory Investment Management, Inc.",pnoonan@contravisory.com,,Salesforce
9602820,,Damian Gallina,,,dgallina@buttonwoodfa.com,,List import
11171019,Inactive Investor,Abigail Yorton,,Robert W. Baird & Co. Incorporated,ayorton@rwbaird.com,,Salesforce
10890608,Inactive Investor,Lorena Garcia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 5938 FM 2920 Rd",,,Salesforce
11155118,Inactive Investor,Mehak Arora,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10606359,,Joseph Chu,"Financial Advisor, Managing Director, Senior Portfolio Manager","RBC Capital Markets, LLC",joseph.chu@rbc.com,203-351-9315,List Import
11142071,Inactive Investor,Marla Vara,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",marla.vara@ml.com,,Salesforce
11119669,Inactive Investor,Cameron Lemons,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10895126,Inactive Investor,Blake Pearson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
107324,,Gregory Butler,,None,greg617@yahoo.com,7046085297,
10766089,Inactive Investor,William Brown,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",bill.brown@rbc.com,,Salesforce
211519,,Vivian Palicki (Calles Link),Education Liaison,Illinois CASA,vivianpalicki4@gmail.com,,Content
11130538,Inactive Investor,Kevin Gutterman,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,kevin.gutterman@primerica.com,,Salesforce
11102875,Inactive Investor,Nicholas Ryba,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",nicholas.ryba@nm.com,,Salesforce
10830864,Inactive Investor,Bradford Benter,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,bradford.benter@ubs.com,,Salesforce
218421,,Hamad Al,,[Unknown],h.alqaydi@gmail.com,,
9593543,,Kirsten Dimaano,,,ksudario.hs3@gmail.com,,List import
9609202,,Sándor Draskóczy,,,drazsenko88@gmail.com,,List import
11138097,Inactive Investor,Cheryl Tadlock,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",cheryl.tadlock@ml.com,,Salesforce
10825426,Inactive Investor,Timothy Coyne,Chief Compliance Officer;Managing Director;President,"Coyne Capital Management, LLC",,,Salesforce
10934727,Inactive Investor,Barbara Collins,,"FBL Marketing Services, LLC Bellevue IA 300 N Riverview St",bcollins@fbfs.com,,Salesforce
10804048,Inactive Investor,Keith Tyson,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,tyson@rwbaird.com,,Salesforce
10934559,Inactive Investor,Timothy Steffen,,LPL Financial LLC Bluffton IN 110 W Cherry St,tim.r.steffen@lpl.com,,Salesforce
11075285,Inactive Investor,Jace Roach,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3200 Main St NW",,,Salesforce
8481107,,Christoph Beck,,PicardAngst,christoph.beck@picardangst.com,,List Import
371002,,Jose Castro,,Costa Rica,jcastellanos@blplegal.com,,Salesforce
11108367,Inactive Investor,Daniel Burgett,,"Saybrus Equity Services, LLC Southington CT Private Residence",dburgett@saybruspartners.com,,Salesforce
9590616,,Matthew Donovan,,,mdonovan07960@gmail.com,,List import
11153212,Inactive Investor,Martin Schenkel,,"MML Investors Services, LLC Beachwood OH 3659 Green Rd",mschenkel@massmutual.com,,Salesforce
9572317,,Michel 2keyindonesia Leonard,,,2keyindonesia@gmail.com,,List import
10990903,Inactive Investor,Vivek Verma,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,"AQS Management, LLC",,,Salesforce
10829450,Inactive Investor,Joseph Loeffler,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Claremont CA 456 W Foothill Blvd,joseph.loeffler@morganstanley.com,,Salesforce
11092278,Inactive Investor,Katrina Molter,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,katrina.molter.jtjw@statefarm.com,,Salesforce
11099147,Inactive Investor,Eric Smith,Executive Director;Private Wealth Advisor,Morgan Stanley Salt Lake City UT 60 E South Temple,eric.smith@morganstanleypwm.com,,Salesforce
9553058,,Javier Volosin,,,javier.volosin@gmail.com,,List import
9624089,,WEI FAN CHEN,,,359544074@qq.com,,List import
11137568,Inactive Investor,Jordan Curtis,Wealth Advisor,LPL Financial LLC Bountiful UT 1849 S 500 W,jordan.curtis@lpl.com,,Salesforce
11232943,Inactive Investor,Adriana Prolizo,,"Wells Fargo Clearing Services, LLC Alpharetta GA 12450 Crabapple Rd",,,Salesforce
10886023,Inactive Investor,Courtney Griffin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,courtney_griffin@vanguard.com,,Salesforce
11006240,Inactive Investor,Robert Frusina,Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",robert.frusina@aviorwealth.com,,Salesforce
11238371,Inactive Investor,Carrie Olsen,,"Sageview Advisory Group, LLC",colsen@sageviewadvisory.com,,Salesforce
11221033,,Nicholas Scalzo,,,nicks@tpfg.com,,List Import
10816721,Inactive Investor,Donald Snyder,,"FBL Marketing Services, LLC Kearney NE 3915 Ave N",donald.snyder@fbfs.com,,Salesforce
10786645,Inactive Investor,Peter Thomas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,peter.thomas@fmr.com,,Salesforce
10958737,Inactive Investor,Michele Sine,Portfolio Manager;Senior Wealth Advisor,ImpactAdvisor LLC Sf CA Private Residence,michele.sine@impactadvisor.com,,Salesforce
11147231,Inactive Investor,Mark Pyper,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",mark.pyper@wellsfargoadvisors.com,,Salesforce
9591412,,Samuel Donaldson,,,sdonaldson57@hotmail.com,,List import
10784802,Inactive Investor,Christopher Wright,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. East Lansing MI 1111 Michigan Ave",chris.wright@schwab.com,,Salesforce
11066633,Inactive Investor,Sabri Safi,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
3755695,,Rhonda Phinisee,,,rhondap1286@gmail.com,,Web Form Fillout
11020170,Inactive Investor,Kira Harris,,LPL Financial LLC Madison WI 5201 E Terrace Dr,kira.harris@lpl.com,,Salesforce
10785806,Inactive Investor,Luis Monteiro,Financial Consultant,Santander Securities LLC,luis.monteiro@santanderinvestments.com,,Salesforce
10489235,,Craig Moen,"Financial Advisor, First Vice President - Investments","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",craig.moen@wellsfargoadvisors.com,888-646-0751,List Import
10890929,Inactive Investor,Maureen Gray,Financial Advisor,LPL Financial LLC Minneapolis MN 10740 Lyndale Ave S,maureen.gray@lpl.com,,Salesforce
10789872,Inactive Investor,David Saltzman,Managing Director - Wealth Management,UBS Financial Services Inc. Alpharetta GA 12600 Deerfield Pkwy,david.saltzman@ubs.com,,Salesforce
11087803,Inactive Investor,Mary Amato,,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",,,Salesforce
11196365,Inactive Investor,Mark Boyar,Director;President,"Boyar Asset Management, Inc.",mboyar@boyarvalue.com,,Salesforce
11049481,Inactive Investor,Crystal Harris,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",crystal.grizzle@wellsfargoadvisors.com,,Salesforce
9549272,,Joao Paulo La Rocque,,,joao.larocque@hotmail.com,,List import
10785659,Inactive Investor,Elaine Sarnoff,Private Client Investment Associate,J.P. Morgan Securities LLC Redondo Beach CA 1600 S Pacific Coast Hwy,elaine.l.sarnoff@jpmorgan.com,,Salesforce
10894880,Inactive Investor,Jong Ho Park,,Cetera Advisor Networks LLC Palisades Park NJ 7 Broad Ave,,,Salesforce
11134579,Inactive Investor,Andreas De Oliveira,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10786373,Inactive Investor,Florence Yagoda,,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
11084258,Inactive Investor,David Nichols,Financial Advisor,"Osaic Wealth, Inc. Pittsford NY 1250 Pittsford Victor Rd",dnichols@royalallianceadvisors.com,,Salesforce
11022232,Inactive Investor,Michelle Bishop,,"Wells Fargo Clearing Services, LLC Charlottesville VA 123 E Main St",michelle.bishop@wellsfargoadvisors.com,,Salesforce
11086774,Inactive Investor,Newlin Wollaston,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,newlin.o.wollaston@chase.com,,Salesforce
10982090,Inactive Investor,Rebecca Clemento,,"Allstate Financial Services, LLC Philadelphia PA 2507 S Broad St",rebeccaclemento@allstate.com,,Salesforce
10791891,Inactive Investor,Mark Mcmeans,Chief Executive Officer;Limited Partner;Regulatory Contact,"Brasada Capital Management, LP",mark.mcmeans@brasadacapital.com,,Salesforce
11173906,Inactive Investor,Adam Dawson,Chief Compliance Officer;Chief Executive Officer;Partner;Principal;Regulatory Contact,Capstone Capital Wealth Advisors,,,Salesforce
9544084,,Gurdeep Singh,,,gurdeepsingh@financialguide.com,,List import
11116401,Inactive Investor,Kevin Coad,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,kevin.coad@fidelity.com,,Salesforce
10662236,,Michael Lannan,,,mike@lakewoodasset.com,,List Import
10890704,Inactive Investor,Theodore Squilanti,Financial Advisor,Edward Jones Costa Mesa CA 1765 Santa Ana Ave,teddy.squilanti@edwardjones.com,,Salesforce
8480883,,R Long,,FPS,ryanlong@focuspointsolutions.com,,List Import
11166068,Inactive Investor,Alexandria Reyes,Financial Planner;Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",alexandria.reyes@schwab.com,,Salesforce
10912668,Inactive Investor,Craig McCoid,,"FBL Marketing Services, LLC Sigourney IA 23024 Hwy 149",cmccoid@fbfs.com,,Salesforce
11049816,Inactive Investor,Edward Gonzalez,,"Farmers Financial Solutions, LLC Corpus Christi TX 4137 Gollihar Rd",,,Salesforce
10766726,Inactive Investor,Jillian Mackinnon,Associate Vice President;Executive Financial Services Director;Financial Advisor;Financial Planning Specialist;Workplace Advisor,Morgan Stanley Boston MA 28 State St,jillian.m.mackinnon@morganstanley.com,,Salesforce
11034934,Inactive Investor,Brady Mims,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brady.mims@fidelity.com,,Salesforce
10793659,Inactive Investor,Mary Coelho,,"Cambridge Investment Research, Inc. Marion MA Private Residence",,,Salesforce
9605677,,James Hall,,,hall@dhfb.com,,List import
10839060,Inactive Investor,Vince Henzel,,"Principal Securities, Inc. Lincoln NE Private Residence",henzel.vince@principal.com,,Salesforce
10613370,,Sean Gavin,Financial Advisor,,sean.gavin@ml.com,,List Import
11004599,Inactive Investor,Robert Delozier,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",robert.delozier@equitable.com,,Salesforce
10923131,Inactive Investor,Tyler Patterson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10763585,Inactive Investor,Ryan Posner,,Mountainside Securities LLC,,,Salesforce
9571333,,Christopher Zaback,,,christopher.zaback@deshaw.com,,List import
11260381,Inactive Investor,Alyssa Biggins Vacek,,"Raymond James Financial Services, Inc. Corpus Christi TX 700 Everhart Rd",,,Salesforce
11067648,Inactive Investor,Christopher Vorgity,Senior Relationship Banker,Santander Securities LLC Trenton NJ 2730 Nottingham Way,christopher.vorgity@santander.us,,Salesforce
10968735,Inactive Investor,Hillis Haygood,,MissionSquare Investment Services,,,Salesforce
11126480,Inactive Investor,William Paxton,Financial Advisor,"Wells Fargo Clearing Services, LLC Quincy IL 510 Maine St",bill.paxton@wellsfargoadvisors.com,,Salesforce
10865297,Inactive Investor,Evan Bickford,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,evan.bickford@fmr.com,,Salesforce
11057224,Inactive Investor,Justine Franko,,Morgan Stanley,,,Salesforce
10865478,Inactive Investor,Tracy Rush,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,tracy.rush.l8j7@statefarm.com,,Salesforce
11020737,Inactive Investor,Brian Frazier,Chief Investment Officer;Wealth Advisor,"Adero Partners, LLC Palo Alto CA 306 Cambridge Ave",brian@aderopartners.com,,Salesforce
10999366,Inactive Investor,Megan Smith,,"Avantax Investment Services, Inc. Tamaqua PA 707 Claremont Ave",megan.smith@avantax.com,,Salesforce
11081600,Inactive Investor,Derek Conley,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10952432,Inactive Investor,Anya Oleynik,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",anya.oleynik@ml.com,,Salesforce
10633814,,Terry McVay,,,tmm8868@icloud.com,,Web Form Fillout
9627694,,Alan Tarr,,,retag75609@earthlink.net,,List import
10752910,Inactive Investor,Joselyn Edmonds,Practice Associate,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",joselyn.edmonds@ampf.com,,Salesforce
10803180,Inactive Investor,Joshua Karwowski,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 8888 Keystone Xing",josh.karwowski@wellsfargoadvisors.com,,Salesforce
9560127,,Marcus Romanowski,,,contact@894nevada.com,,List import
9540849,,Nikol Madjarova,,,nmadjarova@pageantmedia.com,,List Import
8463,,Robert Bonfiglio,,Rise Private Wealth Management,robert.a.bonfiglio@ampf.com,,Event
11044014,Inactive Investor,Miranda Mumma,Associate Financial Advisor,"Holland Advisory Services, Inc.",mumma.miranda@hollandfinancial.com,,Salesforce
9548314,,Tamara Scott,,,tamaraannscott@gmail.com,,List import
9591939,,Jennifer Aidaoui,,,jennifer-aidaoui01@live.fr,,List import
11099314,Inactive Investor,Mark Wilson,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
9624632,,Adrian Zapatera,,,adrizapatera@gmail.com,,List import
10992423,Inactive Investor,Roderick Ross,,PFS Investments Inc. Houston TX 3845 Cypress Creek Pkwy,rross@primerica.com,,Salesforce
11073579,Inactive Investor,Amanda Reynolds,Financial Advisor,"Brokers International Financial Services, LLC. Denver CO 8751 E Hampden Ave",areynolds@brokersifs.com,,Salesforce
228570,, -,,[[Unknown]],lfanta@protonmail.com,,Organic Search
10796523,Inactive Investor,William Thomas,,"Raymond James Financial Services, Inc. Akron OH 3680 Embassy Pkwy",william.thomas@raymondjames.com,,Salesforce
9645431,,Dave Curtis,,,curtise@outlook.com.au,,List import
10861934,Inactive Investor,Philip Puetz,Investment Advisor;Member,Lifelong Investsments Lafayette IN 35 Executive Dr,,,Salesforce
9635150,,Chris Osborne,,,cosborne@familyassetmanagement.com,,List import
11158786,Inactive Investor,Thomas Wolf,Financial Advisor,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,thomas.wolf@opco.com,,Salesforce
11201815,Inactive Investor,William Sims,,MissionSquare Investment Services,wsims@icmarc.org,,Salesforce
9552786,,Jesse Sullivan,,,sully@alter.global,,List import
10840003,Inactive Investor,James Gabal,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",gabalj@stifel.com,,Salesforce
11032881,Inactive Investor,Lourdes Gonzalez-Sisk,,PFS Investments Inc. Cranford NJ 340 N Ave E,lourdes.gonzalez@primerica.com,,Salesforce
10966871,Inactive Investor,Dean Aroety,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",dean.aroety@ampf.com,,Salesforce
11147359,Inactive Investor,Dorothy Frie,,LPL Financial LLC Pottsville PA 1 S Centre St,dorothy.frie@lpl.com,,Salesforce
10791145,Inactive Investor,Jason Satterwhite,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jason_satterwhite@vanguard.com,,Salesforce
10868181,Inactive Investor,Kevin Bakko,,MWA Financial Services Inc. Ottertail MN Private Residence,kevin.j.bakko@mwarep.org,,Salesforce
9614659,,t j,,,hgf@j.com,,List import
11016963,Inactive Investor,Kimberly Newton,,Commonwealth Financial Network Williamsburg VA 5400 Discovery Park Blvd,knewton@commonwealth.com,,Salesforce
11203612,Inactive Investor,Connor O'Toole,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
10954485,Inactive Investor,Michael Grace,Financial Consultant;Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",michael.grace@equitable.com,,Salesforce
11153248,Inactive Investor,Sandra Vanvolkinburg,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",sandra.vanvolkinburg@wellsfargoadvisors.com,,Salesforce
10947588,Inactive Investor,Thomas Holloway,Senior Financial Advisor,"Heritage Retirement Advisors, LLC",,,Salesforce
348669,,Bruno Granville,,"Voya Financial Advisors, Inc.",bruno.granville@voya.com,781-826-8832,
11187573,Inactive Investor,Phillip Brooks,,"Raymond James Financial Services, Inc.",phillip.brooks@raymondjames.com,,Salesforce
11011103,Inactive Investor,Franz Joseph Sale,,PFS Investments Inc. Long Beach CA 161 W Victoria St,fsale@primerica.com,,Salesforce
10659718,,Stephen Schlau,,,steve.schlau@morganstanley.com,,List Import
235977,, -,,[[Unknown]],aikowerks@icloud.com,,
10898967,Inactive Investor,Charles Sramek,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,chuck.sramek@fmr.com,,Salesforce
11069544,Inactive Investor,Lisa Taylor,Financial Advisor,Edward Jones Hagerstown MD 12814 Shank Farm Way,l.taylor@edwardjones.com,,Salesforce
10825938,Inactive Investor,Jim Williams,Partner;Wealth Advisor,Fortress Wealth Planning,jwilliams@fortresswealthplanning.com,,Salesforce
10888134,Inactive Investor,Jeff Hsiao,,"Transamerica Financial Advisors, Inc Mountain View CA 455 N Whisman Rd",jeff.hsiao@tfaconnect.com,,Salesforce
11043057,Inactive Investor,Gary Elefante,Financial Advisor,LPL Financial LLC Durham NC 1502 W NC Hwy 54,gary.elefante@lpl.com,,Salesforce
11170999,Inactive Investor,Andrew Penke,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
339755,,Stephen Buttons,Chief Financial Officer,"Amerra Capital Management, Llc",sbuttons@amerracapital.com,"212-710-8033,2127108034",Manual List Upload
214649,,Gregory Fisher,,Full-time Private Investor,gregory.michael.fisher@gmail.com,7033503270,Organic Search
155885,,Jacob Layani,,[Unknown],yaacovlayani@gmail.com,,Organic Search
10999330,Inactive Investor,Jarriet Bluitt,Financial Advisor,"Stifel Independent Advisors, LLC Shreveport LA 331 Milam St",bluittj@stifelindependence.com,,Salesforce
11212649,Inactive Investor,Mark Quinn,Financial Advisor,Edward Jones Wilmington DE 1407 Foulk Rd,mark.quinn@edwardjones.com,,Salesforce
11109364,Inactive Investor,Matthew Marra,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
10997511,Inactive Investor,Elizabeth Elsasser,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10606370,,Jarrod Slater,"Branch Manager, First Vice President - Investments","Wells Fargo Clearing Services, LLC",jarrod.slater@wellsfargoadvisors.com,203-784-4134,List Import
11222446,,Elizabeth Beanner,,,elizabeth.a.beanner@morganstanley.com,,List Import
11050779,Inactive Investor,Laine Argo,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",laine.argo@raymondjames.com,,Salesforce
11017897,Inactive Investor,James Smola,,Cetera Advisor Networks LLC Avon OH 37307 Harvest Ave,smolaj@ceteranetworks.com,,Salesforce
231861,, -,,[[Unknown]],ekvanli@gmail.com,,
10793161,Inactive Investor,Cynthia Vanwyhe,,State Farm VP Management Corp. Sioux Center IA 1479 S Main Ave,,,Salesforce
9642400,,Matt Glaser,,,mglaser@wilmingtontrust.com,,List import
10947813,Inactive Investor,John Beise,Financial Advisor,LPL Financial LLC Rochester MN 2308 Meadow Hills Dr SW,john.beise@lpl.com,,Salesforce
9639814,,Anthony Antonucci,,,aantonucci@humanesociety.org,,List import
224110,,Daniela Ciocca,,[Unknown],ciao.ciocca@gmail.com,,pardot
10997925,Inactive Investor,Adrian Peralta,Vice President,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",adrian.peralta@equitable.com,,Salesforce
10917896,Inactive Investor,Todd Hammer,,Mutual Trust Company of America Securities,,,Salesforce
9616560,,Jens Ruers,,,jruers@enfim.nl,,List import
10855016,Inactive Investor,Katelin Wontor,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,katelin.m.wontor@jpmorgan.com,,Salesforce
9620919,,Daniel Hallas,,,daniel@lamanzanilla.com,,List import
9573333,,Steven Richman,,,steven.richman@eastsidecapital.com,,List import
11033275,Inactive Investor,Charles Bergamo,,"M Holdings Securities, Inc. Pittsburgh PA 4 PPG Pl",,,Salesforce
10875635,Inactive Investor,Nicholas Jackson,Financial Advisor,Edward Jones River Falls WI 117 E Maple St,nick.jackson@edwardjones.com,,Salesforce
11166908,Inactive Investor,Bradley Mock,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,brad.mock@fmr.com,,Salesforce
11096259,Inactive Investor,Balin Smith,Financial Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",balin.smith@equitable.com,,Salesforce
10830334,Inactive Investor,William Brownlee,,"Avantax Investment Services, Inc. Fairview OK 126 S Main St",,,Salesforce
11147189,Inactive Investor,Christopher Oconnor,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10826939,Inactive Investor,Aimee Bielot,Client Service Associate,Morgan Stanley Boston MA 28 State St,aimee.bielot@morganstanley.com,,Salesforce
9553717,,ephraim tan,,,ephraim.tan@gmail.com,,List import
10932909,Inactive Investor,Matthew Benedict,,LPL Financial LLC Center Valley PA 4505 Saucon Creek Rd,matthew.benedict@lpl.com,,Salesforce
10762109,Inactive Investor,Margaret Starner,Senior Vice President - Financial Planning,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",margaret.starner@raymondjames.com,,Salesforce
9581985,,Robert Nisi,,,rnisi@shrewsburyrivercapital.com,,List import
9617182,,Steven Schwartz,,,sc30schw@gmail.com,,List import
11019488,Inactive Investor,Alexander Vandyke,,LPL Financial LLC Prior Lake MN Private Residence,alexander.vandyke@lpl.com,,Salesforce
11187479,Inactive Investor,Keven Fernandez Rodriguez,,J.P. Morgan Securities LLC Miami FL 2495 NW 87th Ave,keven.fernandez-rodriguez@jpmorgan.com,,Salesforce
11086533,Inactive Investor,Steven Beech,Financial Advisor,Edward Jones Red Wing MN 525 Bush St,steven.beech@edwardjones.com,,Salesforce
10875251,Inactive Investor,Jon Vinge,,"Kestra Investment Services, LLC Seattle WA Private Residence",,,Salesforce
229982,, -,,[[Unknown]],grayscale@bitgambit.com,,Initial Salesforce Import
11066627,Inactive Investor,Jessica Moser,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10959764,Inactive Investor,Mary Alice Grosdidier,,"Osaic Wealth, Inc. Murrieta CA 41856 Ivy St",,,Salesforce
10792749,Inactive Investor,Philip Doerner,Financial Advisor,Edward Jones Brighton CO 725 E Bridge St,phil.doerner@edwardjones.com,,Salesforce
11036142,Inactive Investor,Benjamin Hazekamp,Financial Advisor,LPL Financial LLC Alexandria VA 2604 Sherwood Hall Ln,benjamin.hazekamp@lpl.com,,Salesforce
10909827,Inactive Investor,Kenneth Popovec,,Stonex Securities Inc. Canfield OH 4137 Boardman Canfield Rd,,,Salesforce
10875864,Inactive Investor,Blake Thomas,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,blake.thomas@fmr.com,,Salesforce
9609472,,Tammie Moseley,,,moseleytammie1971@yahoo.com,,List import
11010336,Inactive Investor,William Caster,President,Gries Financial Partners,william@gries.com,,Salesforce
11111131,Inactive Investor,Michael White,Wealth Manager,"Plan Group Financial, Inc.",michael@plangroup.com,,Salesforce
11143453,Inactive Investor,Lexi Klein,,"RBC Capital Markets, LLC",,,Salesforce
245788,,Not Provided,Counsel,Kasowitz Benson Torres LLP,cnriddle@kasowitz.com,,Manual List Upload
10941221,Inactive Investor,Jacob Callahan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9600245,,Andrew Lawfield,,,andrew@linkedin.com,,List import
9591539,,Jonathan Needell,,,jneedell@redwoodre.com,,List import
10896547,Inactive Investor,Travis Game,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",travis.game@robinhood.com,,Salesforce
9602157,,Sebastian Slaski,,,newmediadata@gmail.com,,List import
10647274,,James Haass,,,james.haass@opco.com,,List Import
10912353,Inactive Investor,Meaghan Greene,,Morgan Stanley Denver CO 250 Fillmore St,,,Salesforce
10898294,Inactive Investor,Kelly Contreras,Financial Advisor,Edward Jones Lakeville MN 17305 Cedar Ave S,kelly.contreras@edwardjones.com,,Salesforce
10825968,Inactive Investor,Danielle Stanton,,LPL Financial LLC La Mesa CA 7863 La Mesa Blvd,danielle.stanton@lpl.com,,Salesforce
11174376,Inactive Investor,William Vosik,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",bill.vosik@schwab.com,,Salesforce
10870707,Inactive Investor,Timothy Horton,,Cetera Advisors LLC Napa CA 1728 Jefferson St,,,Salesforce
10772281,Inactive Investor,Scot Meyer,Assistant Vice President;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,scot.meyer@morganstanley.com,,Salesforce
98051,,Andrew Kavesh,Principal,The Kavesh Group,andrew.kavesh@gmail.com,,
11016838,Inactive Investor,Ryan Lowenstein,Financial Advisor,"Osaic FA, Inc. San Mateo CA 1510 Fashion Island Blvd",ryan.lowenstein@lfg.com,,Salesforce
10807134,Inactive Investor,Thomas Gayer,Financial Advisor,Janney Montgomery Scott LLC Sarasota FL 2 N Tamiami Trl,thomasgayer@janney.com,,Salesforce
10851806,Inactive Investor,Dru Cambron,Executive Director,J.P. Morgan Securities LLC Frisco TX 3127 Main St,dru.cambron@jpmorgan.com,,Salesforce
10778667,Inactive Investor,Richard Marcus,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",richard.marcus@wellsfargoadvisors.com,,Salesforce
9614784,,Kevin Burgos,,,kevinburgos1@gmail.com,,List import
9590901,,Michael Gibbons,,,michaeljgibbons2@gmail.com,,List import
11191255,Inactive Investor,William Embree,Private Wealth Advisor,Embree Financial Group,wembree@embreefinancial.com,,Salesforce
11174297,Inactive Investor,Jacob Hudson,Wealth Advisor,LPL Financial LLC Gilbert AZ 3565 S Gilbert Rd,jake.m.hudson@lpl.com,,Salesforce
9623594,,tony vernall,,,tonyvernall@hotmail.com,,List import
11118853,Inactive Investor,Taylar Ventura,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9545445,,Allan McClure,,,allanmcclure@synovus.com,,List import
9631359,,f l,,,360878208@qq.com,,List import
11035052,Inactive Investor,Nicholas Boettcher,,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,nboettcher@primerica.com,,Salesforce
10887241,Inactive Investor,Ning Liao,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,ning.liao@ubs.com,,Salesforce
10965264,Inactive Investor,Courtney Kanady,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,courtney.kanady@fmr.com,,Salesforce
10771314,Inactive Investor,Lisa Lang,,Cetera Financial Specialists LLC Saint Louis MO 1034 S Brentwood Blvd,lisa.lang@ceterafs.com,,Salesforce
11114775,Inactive Investor,Yu Li,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Olympia WA 111 Market St NE",,,Salesforce
10489068,,Derek Vaughn,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 3333 Premier Dr",derek.x.vaughn@ampf.com,972-543-4766,List Import
10898281,Inactive Investor,Nou Her,Registered Associate,Morgan Stanley Fresno CA 5250 N Palm Ave,nou.her@morganstanley.com,,Salesforce
10907141,Inactive Investor,Mychal Eagleson,Chief Compliance Officer;Financial Planner;President,"Teach Plan Retire, AEL Wealth Management",meagleson@anexceptionallifefinancial.com,,Salesforce
10792529,Inactive Investor,David Kaplan,,"Raymond James Financial Services, Inc. Glen Allen VA 4435 Waterfront Dr",david.kaplan@raymondjames.com,,Salesforce
11058171,Inactive Investor,Noel Erickson,,PFS Investments Inc. Lakeville MN 19950 Dodd Blvd,noel.erickson@primerica.com,,Salesforce
9613071,,John Minor,,,john.minor@heitman.com,,List import
11145374,Inactive Investor,Kelly Murphy,Consultant,"Wells Fargo Advisors Financial Network, LLC Lake Oswego OR 5885 Meadows Rd",kelly.murphy@wellsfargoadvisors.com,,Salesforce
121985,,Dean Toscano,Financial Advisor,"GPWA, LLC",dean@gpwealthadvisors.com,615-424-2118,
11070855,Inactive Investor,Karen Ricketts,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",karen.ricketts@nm.com,,Salesforce
10935381,Inactive Investor,Mark Roach,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10984778,Inactive Investor,Zachary Liggett,Co-Founder,Dynamic Wealth Advisors Traverse City MI 818 Red Dr,zliggett@dynamicwealthadvisors.com,,Salesforce
9570153,,Nick Castaldi,,,nick@jerichocap.com,,List import
11167333,Inactive Investor,Yan Yan Dong,Director,UBS Financial Services Inc. Kirkland WA Private Residence,yan-yan.dong@ubs.com,,Salesforce
234999,, -,,[[Unknown]],joenan3@gmail.com,,Paid Search
11222000,,Timothy Hawkins,,,thawkins@wealthenhancement.com,,List Import
11049712,Inactive Investor,Michael McGrath,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,michael.mcgrath@fmr.com,,Salesforce
10781050,Inactive Investor,Galen Jang,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
9598593,,David Tarantino,,,dave@porticowealth.com,,List import
9625984,,Subtain Ali Haider,,,smartyali2@gmail.con,,List import
9562260,,Richie Ramos,,,rrkingdom74@gmail.com,,List import
9543809,,Jamie Lowe,,,jrlowethird@gmail.com,,List import
10853732,Inactive Investor,David Llanos,,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,david.llanos@citigroup.com,,Salesforce
11049285,Inactive Investor,Madeline Tank,Client Service Associate;Wealth Strategy Associate,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,madeline.tank@ubs.com,,Salesforce
11018282,Inactive Investor,David Demars,Chief Compliance Officer;Managing Member,Demars Financial Group LLC,david@demarsfinancial.com,,Salesforce
9631339,,Mark Jacobs,,,pprovost@advantis.cc,,List import
9571354,,Joe Wong,,,joe.wong@stewardpartners.com,,List import
11122485,Inactive Investor,Jacob Reedijk,,Goldman Sachs & Co.,,,Salesforce
11231507,Inactive Investor,Erin Thiele,,PFS Investments Inc. Stockton CA 5250 Claremont Ave,ethiele@primerica.com,,Salesforce
10806783,Inactive Investor,Zachary Thomas,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,zachary.thomas1@ms.com,,Salesforce
10962603,Inactive Investor,Robert Lindley,,LPL Financial LLC San Antonio TX 10001 Reunion Pl,robert.lindley@lpl.com,,Salesforce
10826587,Inactive Investor,Richard Zeitz,Chief Compliance Officer;Chief Executive Officer;President,"Bravias Capital Group, LLC",richard@braviasfinancial.com,,Salesforce
11191451,Inactive Investor,Candy Prisno,Senior Partner,P/E Capital Investments Chicago IL 355 E Ohio St,candy@pecapital.org,,Salesforce
371717,,Aaron Jordan,,[Unknown],aaronwaynejordan@gmail.com,,Salesforce
10785515,Inactive Investor,Melissa Gaustad,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,melissa.gaustad@fidelity.com,,Salesforce
10997454,Inactive Investor,Steven Wiles,,LPL Financial LLC Fredericksburg PA 3016 S Pine Grove St,jake.wiles@lpl.com,,Salesforce
10977083,Inactive Investor,Rigel Mathis,Regional Vice President,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,rigellouismathis@primerica.com,,Salesforce
11181147,Inactive Investor,Billy Hartfield,Financial Advisor,Edward Jones Bogalusa LA 319 Memphis St,billy.hartfield@edwardjones.com,,Salesforce
10615171,,Steven Rosbash,"Director - Alternative Investments, Executive Director - Wealth Management, Financial Advisor, Portfolio Manager",,steven.rosbash@morganstanley.com,,List Import
11143628,Inactive Investor,Luis Santana,,J.P. Morgan Securities LLC Bishop CA 400 N Main St,luis.santana@jpmorgan.com,,Salesforce
11021457,Inactive Investor,Daniel Gonzales,,"Woodmen Financial Services, Inc.",djgonzales@woodmen.org,,Salesforce
10997513,Inactive Investor,Bryan Young,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11048462,Inactive Investor,Sonia Poventud,,J.P. Morgan Securities LLC Bronx NY 5581 Broadway,sonia.poventud@chase.com,,Salesforce
9636230,,Jordan Hansen,,,jhansen@moretonadvisors.com,,List import
10868666,Inactive Investor,David Johns,Financial Advisor,Edward Jones Berea KY 427 Chestnut St,david.johns@edwardjones.com,,Salesforce
11056046,Inactive Investor,Roy Bergey,Investment Advisor Representative,Generational Wealth Management Rockingham VA Private Residence,rbergey@gen-wealth.com,,Salesforce
10487372,,Joseph Zurfley,Associate Market Executive,UBS Financial Services Inc.,joseph.zurfley@ubs.com,,List Import
9549888,,Birch Dalton,,,bdalton@mag-us.com,,List import
9553902,,Chad Rowland,,,chad.rowland@suntrust.com,,List import
9608775,,Edward Trevorrow,,,edt750@verizon.net,,List import
10848241,Inactive Investor,George Hibbard,Chief Compliance Officer,The Bollard Group LLC,ghibbard@bollard.com,,Salesforce
10956193,Inactive Investor,Trent Debruin,Chief Compliance Officer;Co-Founder;Financial Advisor;Principal,"MD Wealth Management, LLC",trent@mdwmllc.com,,Salesforce
10889705,Inactive Investor,Anthony Marciano,,"Cambridge Investment Research, Inc. Export PA 4491 School Rd S",anthony.marciano@cambridgesecure.com,,Salesforce
9567589,,Alia Wagenhoffer,,,alia.wagenhoffer@wealthspire.com,,List import
9646021,,Timothy Cook,,,goldseeker38@aol.com,,List import
11078575,Inactive Investor,Pamela Castellano,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",pamela_castellano@ml.com,,Salesforce
372334,,Marius Estensen,,Norway,marius-estensen@hotmail.com,,Salesforce
10951380,Inactive Investor,Andrew Heil,,LPL Financial LLC San Diego CA 4320 La Jolla Village Dr,andrew.heil@lpl.com,,Salesforce
11190476,Inactive Investor,Modesto Mora,Financial Advisor;Financial Planning Associate;Senior Portfolio Manager,Morgan Stanley Miami FL 220 Alhambra Cir,modesto.mora@morganstanley.com,,Salesforce
11031815,Inactive Investor,Jason,Financial Advisor,Edward Jones Boerne TX 28550 Interstate 10 W,jason.null@edwardjones.com,,Salesforce
9571697,,Herbert Spaugh,,,hspaugh@massmutual.com,,List import
11144526,Inactive Investor,John Lee,Managing Member,Iris Advisors,jclee@irisadvisors.com,,Salesforce
10773485,Inactive Investor,Miki Ohashi,Financial Advisor;Vice President,Morgan Stanley Honolulu HI 733 Bishop St,miki.wallace@morganstanley.com,,Salesforce
248419,,Joshua Scrivano,Student,RMIT,joshua.scrivano@hotmail.com,,Manual List Upload
11154408,Inactive Investor,Vincent Dinneen,,Cetera Advisors LLC Walnut Creek CA 1777 Botelho Dr,,,Salesforce
11106478,Inactive Investor,Erin Purcell,Registered Client Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,erin.purcell@morganstanley.com,,Salesforce
157364,,Davina Sims,,[Unknown],simsdavina@yahoo.com,,source
10861061,Inactive Investor,Yun Hao,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",jeannette.hao@ml.com,,Salesforce
11132967,Inactive Investor,Jill Wiest,,LPL Financial LLC Hattiesburg MS 610 W Pine St,jill.wiest@lpl.com,,Salesforce
334074,,Matthew Glaser,Group Vice President & Head Of Equity And Non-traditional Investments,"Wilmington Trust Investment Advisors, Inc.",mglaser@mtbia.com,302-651-8118,Manual List Upload
88681,,Donna Hlavacek,,"MML Investors Services, LLC",dhlavacek@financialguide.com,732-919-6194,
11121382,Inactive Investor,Katia Knobel,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,katia.knobel@jpmorgan.com,,Salesforce
10756614,Inactive Investor,Chrystal Roth,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",chrystal.roth@ml.com,,Salesforce
9561518,,Danilo De Rosa,,,danilo@goscale.io,,List import
10988372,Inactive Investor,Kelly White,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10941991,Inactive Investor,Edward Meacham,,State Farm VP Management Corp. Richardson TX 1415 State St,ed.meacham.do4q@statefarm.com,,Salesforce
10779006,Inactive Investor,Kevin Cox,Financial Advisor,Morgan Stanley Venice FL 333 Tamiami Trl S,kevin.c.cox@morganstanley.com,,Salesforce
10851313,Inactive Investor,Edward Patterson,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,ed.patterson.gqqo@statefarm.com,,Salesforce
10832663,Inactive Investor,Carol Cullen,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Orlando FL 7740 W Sand Lake Rd",carol.cullen@wellsfargo.com,,Salesforce
11221443,,Daniel Mccaffrey,,,dmccaffrey@financialinsights.net,,List Import
1004564,Inactive Investor,Gregg Warciski,,Gregg Warciski,digitalmacd@gmail.com,,
10935985,Inactive Investor,Timothy Reichstein,Investment Advisor Representative,"CUSO Financial Services, L.P. Vancouver WA 808 NE 98th Cir",,,Salesforce
9635561,,Jeffrey Brown,,,jeffrey.brown@mfin.com,,List import
9550047,,Ashish Kishore,,,ashish.kishore@manikaypartners.com,,List import
343323,,Hristo Murtov,,[Unknown],h.murtov@rasteryug.com,,Organic Search
9610051,,Elizabeth Schmidt,,,eliz808@yahoo.com,,List import
10910731,Inactive Investor,Pat Clemens,,"Northland Securities, Inc.",pclemens@northlandsecurities.com,,Salesforce
11254522,Inactive Investor,Daniel Cover,,"GLP Investment Services, LLC",dcover@glpwins.com,,Salesforce
11208610,Inactive Investor,Keiko Lambert,Financial Advisor,Trek Financial Albuquerque NM 320 Osuna Rd NE,keiko@trekfinancial.com,,Salesforce
11017169,Inactive Investor,Mohammad Rahimi,,"TIAA-CREF Individual & Institutional Services, LLC Irvine CA 19200 Von Karman Ave",,,Salesforce
10830047,Inactive Investor,Kenneth Wiseman,President;Trustee,"Capital Markets IQ, LLC Katy TX Private Residence",kw@capitalmarketsiq.com,,Salesforce
9607445,,Kristen Mugan,,,kristen.mugan@brandywineglobal.com,,List import
11055039,Inactive Investor,Michael Wenske,,"Avantax Investment Services, Inc. Victoria TX 1501 E Mockingbird Ln",,,Salesforce
11041399,Inactive Investor,Nicolas Alamillo,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,nicolas.alamillo@fmr.com,,Salesforce
10771799,Inactive Investor,Jin Kwon,,Evercore Group L.L.C.,jin.kwon@evercore.com,,Salesforce
9602433,,Jack Perkin,,,jack_perkin@hotmail.com,,List import
10612686,,David Tepper,Financial Advisor,,david.tepper@lpl.com,,List Import
9570768,,Joshia Seam,,,joshiaseam@gmail.com,,List import
9560563,,John Koenigsberg,,,jkoenigsberg@nationalsecurities.com,,List import
11149160,Inactive Investor,Jerome Cesarz,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10646904,,Andrew Lyford,,,andrew.lyford@lpl.com,,List Import
10820061,Inactive Investor,Rafael Ossa,,Morgan Stanley Miami FL 200 S Biscayne Blvd,rafael.cisternas@morganstanley.com,,Salesforce
10937591,Inactive Investor,Richard Lenhardt,Financial Services Professional,"MML Investors Services, LLC Bogart GA Private Residence",rlenhardt@massmutual.com,,Salesforce
9640424,,Amy Blackwell,,,amy.blackwell@furman.edu,,List import
9566020,,Luke Jenkins,,,lukesjenkins@gmail.com,,List import
11164887,Inactive Investor,William Molloy,,Newbridge Securities Corporation New York NY 211 E 43rd St,wmolloy@newbridgesecurities.com,,Salesforce
9594505,,Robert Kim,,,robert@thecaprockgroup.com,,List import
10918194,Inactive Investor,Doddy Waggoner,,PFS Investments Inc. Parkersburg WV 1118 20th St,,,Salesforce
11112985,Inactive Investor,Geoffrey Long,,LifeMark Securities Corp. Pearl River NY 1 Blue Hill Plz,glong@lifemark.com,,Salesforce
10646646,,Jessica Tai,,,jtai@rwbaird.com,,List Import
11117771,Inactive Investor,Emily Braverman,,Lazard Asset Management Securities LLC,emily.braverman@lazard.com,,Salesforce
11116975,Inactive Investor,Mary Beets,Financial Planner,"Pruco Securities, LLC. Myrtle Beach SC 2411 N Oak St",mary.beets@prudential.com,,Salesforce
9574746,,Lance Leimberg,,,lance.leimberg@lpl.com,,List import
10926842,Inactive Investor,Hollie Keohane,,"Allstate Financial Services, LLC Lock Haven PA 220 Woodward Ave",holliekeohane@allstate.com,,Salesforce
11001102,Inactive Investor,Thomas Lee,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,t.lee@lpl.com,,Salesforce
11678,,David Butler,Executive Vice President,Calamos Advisors LLC,dbutler@calamos.com,1-630-245-7227,Database Upload
9616150,,Ronja Lodmark,,Simplify ETFs,ronja.lodmark@simplify.us,,List import
9595470,,robert koschel,,,r.koschel@sedleykoschel.com.au,,List import
11201490,Inactive Investor,Brian Vera Cruz,Client Service Associate,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,,,Salesforce
9643789,,Aris Pikeas,,,pikeas@gmail.com,,List import
10768397,Inactive Investor,Dagoberto Aguilar,,PFS Investments Inc. San Antonio TX 911 Isom Rd,dagoberto.aguilar@primerica.com,,Salesforce
11212463,Inactive Investor,Michael Flores,Executive Director;Private Banker,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,,,Salesforce
10935571,Inactive Investor,Kirstie Madsen,Team Administrator,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,kirstie.madsen@ubs.com,,Salesforce
10962713,Inactive Investor,Ashneil Prakash,Financial Advisor,Edward Jones Fairfield CA 5140 Business Center Dr,ashneil.prakash@edwardjones.com,,Salesforce
10755542,Inactive Investor,Mitchell Intrieri,Registered Portfolio Associate,Morgan Stanley Stamford CT 4 Landmark Sq,mitch.intrieri@morganstanley.com,,Salesforce
10759569,Inactive Investor,Jordan Posner,Managing Director;Partner;Senior Portfolio Manager,Matrix Asset Advisors Inc,jposner@matrixassetadvisors.com,,Salesforce
11203756,Inactive Investor,Brian Kampe,,MM Ascend Life Investor Services LLC,bkampe@gaig.com,,Salesforce
10884109,Inactive Investor,Vicki Bauer,,MissionSquare Investment Services,,,Salesforce
11049458,Inactive Investor,Rick Kubler,,Capital Synergy Partners Columbus NE 1553 27th Ave,rkubler@capitalsynergypartners.com,,Salesforce
10855465,Inactive Investor,Edward Kaufman,Senior Vice President,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,tkaufman@investdavenport.com,,Salesforce
10616230,,Mark Wiktor,,,mark.wiktor@ml.com,,List Import
343155,,Andrew Boutwell,"Vp, Director Of Real Estate Transactions",Forest Investment Associates,aboutwell@forestinvest.com,404-261-9575,Manual List Upload
10795040,Inactive Investor,Michael Figurski,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",michael.figurski@ampf.com,,Salesforce
11183656,Inactive Investor,Patrick Nolan,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Westport CT 285 Riverside Ave",,,Salesforce
339734,,John Vallance,Limited Partner,Wpwealth Llp,john.vallance@wpcpa.com,817-259-9100,Manual List Upload
10514599,,Grant Willis,,Capis,gwillis@capis.com,,List Import
11181769,Inactive Investor,Timothy Mackinnon,Director - Corporate Client Group;Executive Director;Executive Financial Services Director;Financial Advisor,Morgan Stanley Boston MA 28 State St,timothy.mackinnon@morganstanley.com,,Salesforce
10945183,Inactive Investor,William Promes,Chief Compliance Officer;Principal,"Austin Creek Capital, LLC",,,Salesforce
10774606,Inactive Investor,Clayton Erwin,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,clayton.c.erwin@jpmorgan.com,,Salesforce
11237979,Inactive Investor,Jay Park,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jpark@performancetrust.com,,Salesforce
10963610,Inactive Investor,Christopher Oleson,Financial Advisor,Edward Jones Saint Paul MN 7300 147th St W,chris.oleson@edwardjones.com,,Salesforce
9644747,,Andrew DiMaria,,,andrew.dimaria@point72.com,,List import
11136975,Inactive Investor,Pablo Lochman,Financial Consultant,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",,,Salesforce
10922057,Inactive Investor,Nathan Stevens,,LPL Financial LLC Syracuse NY 6702 Buckley Rd,nathan.stevens@lpl.com,,Salesforce
11011710,Inactive Investor,Amanda Martin,,"FBL Marketing Services, LLC Great Falls MT 807 13th Ave S",amanda.martin@fblfinancial.com,,Salesforce
11144947,Inactive Investor,Jamie Kerr,,"Truist Investment Services, Inc. Virginia Beach VA 948 Laskin Rd",,,Salesforce
10937523,Inactive Investor,Timothy Hines,,"Stifel, Nicolaus & Company, Incorporated Irvine CA 584 Wald",thines@finance500.com,,Salesforce
9572452,,Adam Odorczuk,,,adam.odorczuk@point72.com,,List import
10868745,Inactive Investor,Stephen Orenchuk,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",stephen.a.orenchuk@ampf.com,,Salesforce
11183982,Inactive Investor,David West,Chief Compliance Officer;Founder;Managing Partner;President,"West Advisors, Inc.",,,Salesforce
10596436,,Patricia Chevalier,financal planer,Pruco Securities LLC,pat.chevalier@prudential.com,8002016690,Web Form Fillout
147430,,Brandon Brown,,[Unknown],brabro76424@gmail.com,,
10899711,Inactive Investor,Frank Hujsa,,"Raymond James Financial Services, Inc. Bonita Springs FL 27499 Riverview Center Blvd",frank.hujsa@raymondjames.com,,Salesforce
9583959,,Harold Lewis,,,hal.lewis@voyafa.com,,List import
10988482,Inactive Investor,Rosealyn Souden,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,rosealynsouden@primerica.com,,Salesforce
344480,,Adam Mans,"Principal, CEO And CIO",Akm Advisory,adam@akmadvisory.com,612-360-4463,Manual List Upload
10766061,Inactive Investor,Michael Daugherty,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",michael.daugherty@ml.com,,Salesforce
11112916,Inactive Investor,Corey Noyes,Financial Planner;Founder;Owner,Balanced Capital,corey@balanced-capital.com,,Salesforce
9592963,,Robert Gordon,,,bob@rga-advisors.com,,List import
11188867,Inactive Investor,Jeffrey Zufall,,"Kestra Investment Services, LLC Ballwin MO 119 Old State Rd",,,Salesforce
11198178,Inactive Investor,Matthew Cochran,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Atlantic Edge Private Wealth Management,matt@atlanticedgewealth.com,,Salesforce
11113567,Inactive Investor,Kelly Gibbs,,"Zions Direct, Inc.",kelly.gibbs@zionsbank.com,,Salesforce
9564900,,Kelly Foss-Root,,,kelly@measuredwealth.net,,List import
10780626,Inactive Investor,Martin Christopher,,"Ameriprise Financial Services, LLC",martin.christopher@ampf.com,,Salesforce
10901435,Inactive Investor,Dustin Martin,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",dustin.martin@ampf.com,,Salesforce
11178257,Inactive Investor,Phillip Wong,,"Moloney Securities Co., Inc.",pwong@moseco.com,,Salesforce
11150108,Inactive Investor,Hans Maentz,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Park City UT Private Residence,hmaentz@rockco.com,,Salesforce
11211266,Inactive Investor,Anber Saleem,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Rosa CA 6585 Oakmont Dr",anber.saleem@wellsfargo.com,,Salesforce
9635195,,Nick Brandt,,,nick.brandt@rca-online.com,,List import
10658444,,James McGuigan,,,james.mcguigan@countryfinancial.com,,List Import
209350,,Harry Duncan,,Vitek Real Estate Group Industries Inc.,hduncan@teamvitek.com,9168123333,Paid Search
9646538,,Cameron Huckell,,,cbhuckell@gmail.com,,List import
10841924,Inactive Investor,Michelle Hoffman,,"Ameriprise Financial Services, LLC Schaumburg IL 1051 Perimeter Dr",michelle.hoffman@ampf.com,,Salesforce
11140351,Inactive Investor,John LeMieux,Financial Advisor,Commonwealth Financial Network Falmouth ME 202 US Rte 1,jlemieux@commonwealth.com,,Salesforce
11119256,Inactive Investor,Anthony Palma,,"Wells Fargo Clearing Services, LLC Silver Spring MD 2800 University Blvd W",anthony.palma@wellsfargo.com,,Salesforce
9604101,,Okoro Bobby,,,okorobobby77@gmail.com,,List import
10981163,Inactive Investor,Jorge Irigoyen,Relationship Officer,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",jorge.irigoyen@popular.com,,Salesforce
11210650,Inactive Investor,Jeffrey Geuin,Financial Advisor,Edward Jones Olympia WA 2008 Caton Way SW,jeff.geuin@edwardjones.com,,Salesforce
11112768,Inactive Investor,John Ingram,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Washington DC 1100 H St NW",john.ingram@schwab.com,,Salesforce
9609983,,Jack Reid,,,jack.peter.reid@gmail.com,,List import
11184638,Inactive Investor,Norman Bryant,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,nmbryant@ft.newyorklife.com,,Salesforce
9612205,,Reed LaMar,,,ral6@ntrs.com,,List import
11232193,Inactive Investor,Janay Wardlow,,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,janay.wardlow@ubs.com,,Salesforce
9569794,,Eric Smallowitz,,,eric.smallowitz@sherowmanagement.com,,List import
79833,,Brad Brady,"Financial Associate, Financial Consultant, Partner",Thrivent Investment Management Inc.,brad.brady@thrivent.com,704-633-0722,
10832540,Inactive Investor,Kelly Caves,Senior Portfolio Manager;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",kelly.caves@wfadvisors.com,,Salesforce
10827065,Inactive Investor,Susan McCoy,Financial Advisor,Money Concepts Capital Corp Lakewood WA 5515 Steilacoom Blvd SW,smccoy@moneyconcepts.com,,Salesforce
10505882,,Jeff Stark,Financial Advisor,LPL Financial,jeffrey.stark@lpl.com,925-283-2733,List import
11019789,Inactive Investor,Andres Rivera,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11090313,Inactive Investor,Matthew Kem,Financial Advisor,"Osaic FS, Inc. Hopkinsville KY 1619 S Virginia St",,,Salesforce
10941668,Inactive Investor,Madeline Boersma,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11121817,Inactive Investor,Sarah Melia,Associate Vice President - Wealth Management,"Raymond James & Associates, Inc. Clinton Township MI 19176 Hall Rd",sarah.melia@raymondjames.com,,Salesforce
9609112,,Evans Freeborn,,,evansfreeborn91@gmail.com,,List import
11012719,Inactive Investor,Joel Collins,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
10984243,Inactive Investor,Yehoshua Belsky,,NYLIFE Securities LLC Monsey NY 23 Robert Pitt Dr,sbelsky@ft.newyorklife.com,,Salesforce
11073589,Inactive Investor,Michele Stuban-Peters,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Canton OH 4833 Munson St NW",michele.stubanpeters@benjaminfedwards.com,,Salesforce
11023993,Inactive Investor,Brian Takemoto,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,brian.takemoto.jxfg@statefarm.com,,Salesforce
10771220,Inactive Investor,Thomas Corrigan,,"Register Financial Associates, Inc.",,,Salesforce
10937635,Inactive Investor,Jacob Yocco,Director;Investment Advisor Representative,"Cardinal Retirement Planning, Inc. Durham NC 2530 Meridian Pkwy",jacob@planwithcardinal.com,,Salesforce
9614551,,Jon Christian,,,probkauxv@gmail.com,,List import
9647547,,Madeline Houck,,,madeline.houck@nuveen.com,,List import
10348145,,Thomas Preston,,,covypreston2020@gmail.com,,Web Form Fillout
11175848,Inactive Investor,J Hollingsworth,,NYLIFE Securities LLC Greenville NC 1302 E Fire Tower Rd,jwh7@ft.newyorklife.com,,Salesforce
10810653,Inactive Investor,Ken Desmond,Financial Advisor,"Ameriprise Financial Services, LLC Fairfax VA 3959 Pender Dr",ken.f.desmond@ampf.com,,Salesforce
10897980,Inactive Investor,William Carter,Senior Advisor,"McKinley Carter Wealth Services, Inc. Charleston WV 129 Summers St",wcarter@mc-ws.com,,Salesforce
11232925,Inactive Investor,Yufen Wang,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",rene.wang@wellsfargo.com,,Salesforce
11075911,Inactive Investor,Benjamin Johnson,Director;Portfolio Manager;Principal;Shareholder,Speece Thorson Capital Group Inc,bjohnson@stcapital.com,,Salesforce
10857172,Inactive Investor,Albert Montague,,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",alex.montague@rbc.com,,Salesforce
11098423,Inactive Investor,Kenneth Horowitz,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,kenneth_horowitz@glic.com,,Salesforce
47333,,Natalie Schweers,Senior Vice President,"Synovus Securities, Inc.",natalieschweers@synovus.com,706-447-2047,
10940390,Inactive Investor,Robert Mann,,"Cambridge Investment Research, Inc. Fort Mill SC 936 Market St",,,Salesforce
9602456,,Charlies Liang,,,charliesliang@protonmail.com,,List import
11189727,Inactive Investor,Thomas Fochetta,,"Allstate Financial Services, LLC Howard Beach NY 8217 153rd Ave",sny96902@allstate.com,,Salesforce
218145,,Daniel Kuperstein,,[Unknown],daniel.kuperstein@gmail.com,,Direct
11163633,Inactive Investor,Chad Weigl,,Prosperity Capital Advisors Avon OH 36610 Detroit Rd,,,Salesforce
10858941,Inactive Investor,David Frook,Financial Planner,LPL Financial LLC Bruning NE 104 E Main St,david.frook@lpl.com,,Salesforce
10780170,Inactive Investor,David Yost,Private Wealth Advisor;Senior Vice President,Morgan Stanley Dallas TX 2121 N Pearl St,david.a.yost@morganstanley.com,,Salesforce
11182391,Inactive Investor,Jaekyoung Yoon,Chief Compliance Officer;Chief Executive Officer;President,"Blackgem Advisors, LLC",jyoon@blackgemadvisors.com,,Salesforce
11177571,Inactive Investor,Brendan Lynch,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",brendan.j.lynch@ml.com,,Salesforce
11104491,Inactive Investor,Eva Buchanan-Cates,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",eva.b.cates@nm.com,,Salesforce
10659775,,Mark Stilling,,,mark.stilling@primerica.com,,List Import
11205956,Inactive Investor,Thomas Anderle,,"Raymond James Financial Services, Inc. Cincinnati OH 250 E 5th St",eric.anderle@raymondjames.com,,Salesforce
11012446,Inactive Investor,Evangeline Patel,,PFS Investments Inc. Covina CA 320 W Badillo St,epatel@primerica.com,,Salesforce
339313,,Garry Musto,Director And Shareholder,"Windmark Investment Partners, Inc.",gmusto@ashfordcg.com,302-691-0228,Manual List Upload
11008403,Inactive Investor,Donald Wong,Chief Compliance Officer;Managing Partner,AVEC LLC,don@avecsf.com,,Salesforce
9415740,,Ronny Miller,,Ronny Miller,m.ronny@gmail.com,,List Import
10808547,Inactive Investor,Joseph Lieser,Client Relationship Manager;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 221 E 4th St",joe.lieser@stifel.com,,Salesforce
10617710,,Hoi Ying Yau,,,hoiying.yau@tfaconnect.com,,List Import
11021691,Inactive Investor,Kirk Domke,,"Calton & Associates, Inc. Brookfield WI Private Residence",kirk.domke@calton.com,,Salesforce
10774656,Inactive Investor,David Leigh,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",david.leigh@wellsfargoadvisors.com,,Salesforce
10906142,Inactive Investor,James Spirko,Chief Compliance Officer;Owner;President,Sovereign Financial Group,jcspirko@sovereignfinancialinc.com,,Salesforce
10954301,Inactive Investor,Kelly McCarron,,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,kmccarron@rwbaird.com,,Salesforce
11150427,Inactive Investor,Adam Hackel,Wealth Management Associate,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,,,Salesforce
10770104,Inactive Investor,Garrett Suydam,Director;Financial Advisor,"Wells Fargo Clearing Services, LLC Ocala FL 2001 SW 17th St",garrett.suydam@wellsfargo.com,,Salesforce
11232747,Inactive Investor,John Schmidt,Financial Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
10769862,Inactive Investor,William Mulvaney,Executive Director;Senior Vice President;Wealth Advisor,Morgan Stanley Sewickley PA 2100 Georgetown Dr,william.p.mulvaney@morganstanley.com,,Salesforce
9562513,,Jacob Herman,,,jake.herman@gjsco.com,,List import
11039096,Inactive Investor,Candacy Daw,,PFS Investments Inc. Lynbrook NY 25 Atlantic Ave,candacy.daw@primerica.com,,Salesforce
10617874,,Thomas Mathew,,,thomas_mathew@ml.com,,List Import
10977241,Inactive Investor,Amanda Tavormina,,"Allstate Financial Services, LLC Middletown NY 125 Dolson Ave",amandatavormina@allstate.com,,Salesforce
11107423,Inactive Investor,Michael Mcintosh,,MissionSquare Investment Services,mmcintosh@icmarc.org,,Salesforce
11032127,Inactive Investor,Michael Brewer,,"Allstate Financial Services, LLC Lockport NY 21 Main St",,,Salesforce
10958814,Inactive Investor,John Wechsler,,PFS Investments Inc. Birmingham AL 450 Century Park S,jwechsler@primerica.com,,Salesforce
1004282,Inactive Investor,Sean Kelleher,President,Sean Kelleher,skelleher@austinatlantic.com,1-305-377-0985,3rd Party Lead Gen
11086007,Inactive Investor,Jossmir Cruz,,PFS Investments Inc. Newton NJ 93 Spring St,jossmircruz@primerica.com,,Salesforce
10871556,Inactive Investor,Dawn Capozzi,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",dawn.capozzi@ml.com,,Salesforce
10956584,Inactive Investor,Matthew Moore,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",,,Salesforce
10783826,Inactive Investor,Douglas Mackay,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11044413,Inactive Investor,Kayla Olsen,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Mankato MN 112 S Riverfront Dr",olsenk@stifel.com,,Salesforce
9585453,,Alan Laing,,,alan.laing@rehmann.com,,List import
11153550,Inactive Investor,Thomas Autore,,"Fortune Financial Services, Inc. Pittsburgh PA 153 Thousand Oaks Dr",,,Salesforce
222360,,william maier,,[Unknown],lwm11030@gmail.com,,Content
11055765,Inactive Investor,Nicholas Benedetto,Vice President;Wealth Relationship Officer,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
10644852,,Jonathan Chiarieri,,,jchiarieri@jefferies.com,,List Import
10835509,Inactive Investor,Robert Arnold,Member;President,Arnold Investment Group,,,Salesforce
174459,,Michael Nau,,[Unknown],michaelwnau@gmail.com,,
10489752,,Alicia Blencke,"Financial Advisor, Senior Vice President",Morgan Stanley Plano TX 7500 Dallas Pkwy,alicia.blencke@morganstanley.com,972-943-7233,List Import
11108083,Inactive Investor,Karen Himmel,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",karen_himmel@ml.com,,Salesforce
10977167,Inactive Investor,Connor Webb,Private Client Associate,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,connorwebb@janney.com,,Salesforce
10945821,Inactive Investor,Angelo Calderone,Private Client Banker,J.P. Morgan Securities LLC Sterling Heights MI 13999 Lakeside Cir,angelo.calderone@chase.com,,Salesforce
11055578,Inactive Investor,Brian Alexander,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",brian.alexander@tdameritrade.com,,Salesforce
10618506,,Robert Foersterling,,,rob.foersterling@ubs.com,,List Import
10797077,Inactive Investor,Keith Amburgey,Chief Compliance Officer;Chief Executive Officer,"Rutherford Asset Planning, Inc.",keith@rutherfordasset.com,,Salesforce
11254476,Inactive Investor,Jeffrey Shornick,,"Hennion & Walsh, Inc.",,,Salesforce
9593961,,Deepak Tulsani,,,deepak.tulsani1996@gmail.com,,List import
11069500,Inactive Investor,Joshua West,,"Raymond James Financial Services, Inc. Suffolk VA 5859 Harbour View Blvd",,,Salesforce
10866112,Inactive Investor,Anthony Del Prete,Regional Manager,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,anthony.delprete@primerica.com,,Salesforce
159937,,Arun Thakur,,[Unknown],arun.vthakur205@gmail.com,,
119117,,Christopher Danford,Partner,Thrivent Investment Management Inc.,chris.danford@thrivent.com,407-942-1332,
10818796,Inactive Investor,Anthony Bonanno,Founder;Managing Partner;Member,"Wellington Wealth Strategies, LLC",,,Salesforce
217380,,Biao Hao,,[Unknown],biaohao@yahoo.com,,Paid Social
11037843,Inactive Investor,Miguel Negrete Varelas,,J.P. Morgan Securities LLC Vero Beach FL 2025 Indian River Blvd,miguel.negrete-varelas@jpmorgan.com,,Salesforce
120564,,Cale Smith,Managing Partner & Chief Compliance Officer,"Islamorada Investment Management, Llp",csmith@islainvest.com,305-522-1333,Manual List Upload
10774619,Inactive Investor,Craig Pariser,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,craig.pariser@morganstanley.com,,Salesforce
1001930,Inactive Investor,Steve Nutt,Vice President,Moreland Management Company,sln@mmcohio.com, +1 440 995 5200,
11147191,Inactive Investor,Joshua Tomeoni,Financial Planner,"MML Investors Services, LLC Washougal WA Private Residence",,,Salesforce
11179604,Inactive Investor,Paul Boscia,Financial Advisor;Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 400 Hamilton Ave",paul.t.boscia@wellsfargo.com,,Salesforce
10924587,Inactive Investor,Thomas Carreras,,Prime Capital Financial West Palm Beach FL Private Residence,tcarreras@pciawealth.com,,Salesforce
11183915,Inactive Investor,Robert Groetsch,,"Osaic Wealth, Inc. Minneapolis MN 11060 1st Ave N",,,Salesforce
10929228,Inactive Investor,Roy Garcia,,Cetera Advisor Networks LLC Brownsville TX 1213 E Alton Gloor Blvd,garciar@ceteranetworks.com,,Salesforce
334701,,Craig Kelleher,"Managing Member, Class A",Millstreet Capital Management Llc,ckelleher@millstreet.com,617-939-0030,Manual List Upload
11020872,Inactive Investor,Jihruey Wang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",jihruey.wang@globalinkusa.com,,Salesforce
10929323,Inactive Investor,Paul Rossi,Chief Compliance Officer;Chief Executive Officer;Owner;President;Principal,Rossi Financial Group,paul@rossifg.com,,Salesforce
11180101,Inactive Investor,John Stone,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lynchburg VA 1200 Commerce St",john.stone@stifel.com,,Salesforce
38461,,Leif Green,,United States,leifcat@yahoo.com,,source
10658102,,Therese Slusher,,,therese.a.slusher@jpmorgan.com,,List Import
60346,,Yvonne Feldkamp,President,"Networth Asset Management, Inc",yvonnef@nwam.net,352-268-2080,Manual List Upload
11188713,Inactive Investor,Jack Buckley,,LPL Financial LLC Lake Elmo MN 12445 55th St N,jack.buckley@lpl.com,,Salesforce
10898092,Inactive Investor,Graham Lopez,,"Farmers Financial Solutions, LLC San Diego CA 4858 Mercury St",glopez1@farmersagent.com,,Salesforce
10930459,Inactive Investor,George Spinelli,Chief Investment Officer;Founder,"Spinelli Financial Advisors, Inc",,,Salesforce
335407,,Martin O'Reilly,"Head, Property",Irish Life Investment Managers Limited,martin.oreilly@ilim.com,003-531-7041200,Manual List Upload
11166253,Inactive Investor,James Isola,,"Raymond James Financial Services, Inc. Altoona PA 3018 Pleasant Valley Blvd",james.isola@raymondjames.com,,Salesforce
335317,,Jeff Mccain,Partner,"Trinity Portfolio Advisors, Llc",jmccain@chalkcullum.com,817-416-7227,Manual List Upload
10906993,Inactive Investor,John Sinnema,Regional Executive,"U.S. Bancorp Investments, Inc. Woodland Hills CA 21700 Oxnard St",john.sinnema@usbank.com,,Salesforce
11198427,Inactive Investor,Thomas Glenn,Owner,Glenn Asset Management Kenmore NY 39 Hoover Ave,,,Salesforce
10902108,Inactive Investor,John Colucci,,"J. Alden Associates, Inc. Doylestown PA 43 S Main St",jcolucci@j-alden.com,,Salesforce
9604021,,FRED RASSAM,,,fra@2crsi.com,,List import
11261155,Inactive Investor,Sean Thompson,Associate Advisor;Financial Advisor,Prime Capital Financial Charleston SC 850 Morrison Dr,sthompson@pciawealth.com,,Salesforce
11118075,Inactive Investor,John Flayderman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",flaydermanj@stifel.com,,Salesforce
9631253,,Andrew Siegel,,,andy_unc@yahoo.com,,List import
11092410,Inactive Investor,Kimberly Knight,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,kknight@rwbaird.com,,Salesforce
11056429,Inactive Investor,Jason Fung,Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,jason.fung@morganstanley.com,,Salesforce
10917812,Inactive Investor,Austin Delery,,Cetera Advisor Networks LLC Baton Rouge LA 4609 Bluebonnet Blvd,,,Salesforce
338261,,Amanda Legler,Senior Financial Planner,Sym Financial Advisors,alegler@sym.com,800-888-7968,Manual List Upload
10986888,Inactive Investor,Kaiana Scislowicz,,J.P. Morgan Securities LLC Dearborn Heights MI 23150 Van Born Rd,kaiana.m.scislowicz@chase.com,,Salesforce
230884,, -,,[[Unknown]],gerimyl@gmail.com,,
10795354,Inactive Investor,Carolyn Nolan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Winchester MA 48 Mount Vernon St",carolyn.l.nolan@ampf.com,,Salesforce
11118948,Inactive Investor,Zachary Chafitz,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,zachary.chafitz@jpmorgan.com,,Salesforce
10645535,,Artur Brej,,,artur.brej@chase.com,,List Import
11168897,Inactive Investor,Michael McClellan,,Huntleigh Securities Corporation Chesterfield MO 15400 S Outer 40 Rd,mmcclellan@hntlgh.com,,Salesforce
9554797,,James Casement,,,casementj@hdvest.com,,List import
11177430,Inactive Investor,Christopher Markarian,,LPL Financial LLC Vancouver WA Private Residence,christopher.markarian@lpl.com,,Salesforce
11090066,Inactive Investor,Steven Arengo,,"Cambridge Investment Research, Inc. Mason OH Private Residence",,,Salesforce
9562503,,John Herbert,,,jaherbert@financialguide.com,,List import
10837039,Inactive Investor,David Roberts,Financial Advisor;Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Melville NY 510 Broadhollow Rd",david.c.roberts@wellsfargoadvisors.com,,Salesforce
346943,,Debby Christensen,Personal Lines Manager,"Chadler Investment Advisory Solutions, Llc",dchristensen@chadlersolutions.com,732-595-2200,Manual List Upload
11232430,Inactive Investor,Andrew Rapsilver,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,arapsilver@primerica.com,,Salesforce
9633103,,Arthur Leiz,,,arthur.leiz@gs.com,,List import
9566320,,john jackson,,,barryjackson88@hotmail.com,,List import
11232907,Inactive Investor,Jonathan London,,"Oakwood Capital Securities, Inc",jlondon@gardnerfinancialmn.com,,Salesforce
11166426,Inactive Investor,Christopher Nixon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilkes Barre PA 600 Baltimore Dr",christopher.nixon@ml.com,,Salesforce
11084177,Inactive Investor,Richard Sommers,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",richard.sommers@wellsfargoadvisors.com,,Salesforce
10646741,,Laura Littman,,,laura.littman@wellsfargoadvisors.com,,List Import
9576040,,Michael Berg,,,mberg@cmcinteractive.com,,List import
9643046,,Joana Rosenfeld,,,joanarosenfeld@gmail.com,,List import
10791983,Inactive Investor,Ameet Kamath,Principal,Capital Investment Services of America Inc Milwaukee WI 700 N Water St,alkamath@capinv.com,,Salesforce
11086437,Inactive Investor,Jessica Carlson,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",jessica.carlson@nm.com,,Salesforce
9573807,,Michael Langer,,,michael.langer@voyafa.com,,List import
10750152,,James Flanagan,,,jflan1028@gmail.com,,Web Form Fillout
11059185,Inactive Investor,Nikola Gasic,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,nikola.gasic@leerink.com,,Salesforce
9583324,,Kayla Nieman,,,knieman@swsllc.com,,List import
222039,,Gregory Granado,,[Unknown],grgsshield@gmail.com,,source
11198579,Inactive Investor,David Welch,,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",,,Salesforce
11075709,Inactive Investor,Elizabeth Ledezma,,J.P. Morgan Securities LLC Odessa TX 1607 N County Rd W,elizabeth.ledezma@jpmorgan.com,,Salesforce
10484926,,James Scott,"Chief Investment Officer, Compliance Officer, Managing Member, President",Milestone Wealth Strategies,jscott@milestonews.com,,List Import
11175314,Inactive Investor,Katherine Anthis,Private Wealth Advisor,"Ameriprise Financial Services, LLC East Syracuse NY 5700 Commons Park",katherine.2.anthis@ampf.com,,Salesforce
11014863,Inactive Investor,Trevor Peters,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",trevor.x.peters@nm.com,,Salesforce
11103000,Inactive Investor,Adam Gibbs,Financial Advisor,Edward Jones Granville OH 1969 Newark Granville Rd,adam.gibbs@edwardjones.com,,Salesforce
9629103,,Alasdair McClintic,,,awsmcclintic@gmail.com,,List import
10789393,Inactive Investor,Eric Hedenburg,Chief Technology Officer,"WBI Investments, LLC",ehedenburg@wbiinvestments.com,,Salesforce
11094364,Inactive Investor,Theodore Tadeusiak,,"Wells Fargo Advisors Financial Network, LLC Carlsbad CA 1925 Palomar Oaks Way",theodore.tadeusiak@wfafinet.com,,Salesforce
11049114,Inactive Investor,Janie Phillips,,PFS Investments Inc. Macon GA 3200 Riverside Dr,janie.phillips@primerica.com,,Salesforce
10756970,Inactive Investor,Richard Alotta,Wealth Advisor,Edward Jones Saint Louis MO 7935 Big Bend Blvd,richard.alotta@edwardjones.com,,Salesforce
10901067,Inactive Investor,Cassandra Robin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10839604,Inactive Investor,Makenna Flagg,President,"Makenna & Company, Inc.",mflagg@makennaandcompany.com,,Salesforce
9548948,,Nguyen van Cuong,,,mhappyo.778@gmail.com,,List import
9578139,,Kevin Hanks,,,kevhanks@gmail.com,,List import
9628330,,John DiNovo,,,jdinovo@designedsecurities.ca,,List import
11205312,Inactive Investor,Robert Kauffman,,"MML Investors Services, LLC Hamden CT 2321 Whitney Ave",rkauffman@financialguide.com,,Salesforce
10872701,Inactive Investor,Thomas Donovan,Executive Director,Morgan Stanley Boston MA 28 State St,,,Salesforce
11185245,Inactive Investor,Thomas Whelan,,"Cambridge Investment Research, Inc. Morristown NJ 1 Madison Ave",,,Salesforce
11151786,Inactive Investor,Michael Dibartolomeo,,LPL Financial LLC Sewickley PA 1605 Carmody Ct,michael.dibartolomeo@lpl.com,,Salesforce
248296,,Sharon Lu,Strategy,Startup,sharon.sy.lu@gmail.com,,Manual List Upload
3681259,,Alesha Dobrodeeva,,,dobrodeeva@metapool.me,,Web Form Fillout
10944508,Inactive Investor,Pamela Stanley,Registered Administrative Assistant,LPL Financial LLC Albuquerque NM 4600 Montgomery Blvd NE,pamela.stanley@lpl.com,,Salesforce
207572,,Brian W,,[Unknown],hudwy07@gmail.com,,
10815343,Inactive Investor,Theophilus Gary,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,jgary@janney.com,,Salesforce
11084610,Inactive Investor,Joseph Valdes,,"VALIC Financial Advisors, Inc. Miami Beach FL 4300 Alton Rd",joseph.valdes@valic.com,,Salesforce
11016136,Inactive Investor,Adam Montanez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,adam.montanez@jpmorgan.com,,Salesforce
11106984,Inactive Investor,Carter Randolph,Client Relationship Manager;Managing Director;Owner,Randolph Co Inc,carterl@therandolphcompany.com,,Salesforce
10978133,Inactive Investor,Sydney Miller,,Cetera Advisor Networks LLC Durham NC 5129 NC Hwy 55,,,Salesforce
249013,,Steven Russell,Portfolio Manager,Emerald Advisers,srussell@teamemerald.com,1-717-396-1116,Manual List Upload
10773480,Inactive Investor,Daniel Moran,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",daniel_moranjr@ml.com,,Salesforce
10856364,Inactive Investor,Nancy Tush,Client Service Associate,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",nancy.tush@ampf.com,,Salesforce
10973299,Inactive Investor,Michael Letourneau,,Santander Securities LLC Seekonk MA 130 Taunton Ave,michael.letourneau@santander.us,,Salesforce
9645028,,Sam Bhushan,,,sambhushan@yahoo.com,,List import
10953057,Inactive Investor,Anthony Corsi,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10757024,Inactive Investor,Ryan Ashcroft,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Berwyn PA 899 Cassatt Rd,ryan.ashcroft@morganstanley.com,,Salesforce
9567704,,Mike Deslierres,,,mike.deslierres@gmail.com,,List import
10832620,Inactive Investor,Elliott Retelle,Compliance Director;Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",elliott.retelle@rbc.com,,Salesforce
9549056,,Christian Holgard,,,christian.holgard@thrivent.com,,List import
9614447,,Mister Chariot,,,misterschariot@gmail.com,,List import
248298,,frederique Grenier,Project manager,Novatize,fredgrenier12@gmail.com,,Manual List Upload
10965044,Inactive Investor,Christopher Abrams,,"Empower Financial Services, Inc",christopher.abrams@empower.com,,Salesforce
10921921,Inactive Investor,Perry Watkins,,PFS Investments Inc. Fontana CA 7337 East Ave,perry.watkins@primerica.com,,Salesforce
11041326,Inactive Investor,John Oconnor,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,john_oconnor@vanguard.com,,Salesforce
11181034,Inactive Investor,Neil Gendreau,,"Kestra Investment Services, LLC Shrewsbury MA 415 Boston Tpke",,,Salesforce
10832215,Inactive Investor,Howard Margolis,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",howard.margolis@stifel.com,,Salesforce
11125958,Inactive Investor,Gregory Braun,,"Avantax Investment Services, Inc. Broken Arrow OK 4101 N Lions Pl",,,Salesforce
9631232,,Daniel Pürro,,,daniel.puerro@hotmail.com,,List import
10758953,Inactive Investor,David Hudspeth,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",david_hudspeth@ml.com,,Salesforce
9624552,,John Bell,,,jgbell.global@gmail.com,,List import
11037045,Inactive Investor,Francisco Leon-Soto,,"Allstate Financial Services, LLC Santa Maria CA 1640 N Broadway",fleon-soto@allstate.com,,Salesforce
10994922,Inactive Investor,Rafael Marquez,,NYLIFE Securities LLC Orlando FL 6200 Metrowest Blvd,rsmarquezver@ft.newyorklife.com,,Salesforce
11117044,Inactive Investor,Andrew Lottman,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
10935035,Inactive Investor,Elizabeth Isaacs,Financial Advisor,Edward Jones Burbank CA 3500 W Olive Ave,elizabeth.isaacs@edwardjones.com,,Salesforce
9632875,,Bruno Medeiros,,,bm@bmanorcap.com,,List import
10849684,Inactive Investor,Casey Quinn,Business Development Associate;Client Service Associate;Financial Planning Director,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10794939,Inactive Investor,Earl Scroggins,Financial Advisor;First Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,nelson.scroggins.jr@morganstanley.com,,Salesforce
11206834,Inactive Investor,Colton Maher,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,cbmaher@ft.newyorklife.com,,Salesforce
10921254,Inactive Investor,Richelle Hofer,Chief Compliance Officer;Founder,Impact Wealth Management,richelle@letsimpactwealth.com,,Salesforce
214388,,Sam Dalesandro,"CEO, CCO","Dwd Portfolio Solutions, Inc.",sdalesandro@dwdportfolios.com,(412) 341-6642,Manual List Upload
9576017,,Berei Beri,,,jcspres0000@gmail.com,,List import
11228912,Inactive Investor,Luigi Louis Gerard,,J.P. Morgan Securities LLC Somerville MA 250 Elm St,luigi.louis-gerard@jpmorgan.com,,Salesforce
212361,,Anna Lentz,,[Unknown],annalentz12@gmail.com,,
10809587,Inactive Investor,Kimberly Ferrin,Senior Registered Associate,Morgan Stanley Houston TX 15021 Katy Fwy,kimberly.ferrin@morganstanley.com,,Salesforce
11179672,Inactive Investor,Fernando Centurion,,J.P. Morgan Securities LLC Hillsborough NJ 381 US Hwy 206,fernando.centurion@jpmorgan.com,,Salesforce
11045990,Inactive Investor,Marquesha Bardell,,PFS Investments Inc. Slidell LA 750 E I 10 Service Rd,mmoore.8lhmh@primerica.com,,Salesforce
10394063,,Maria Maciejewski,,,emaciejewski@yahoo.com,,Web Form Fillout
9641455,,Rizwan Anwar Basha7,,,a99_rizwan@yahoo.com,,List import
10840763,Inactive Investor,Christopher Koopman,Financial Advisor,Park Avenue Securities LLC Roslyn NY 17 Lumber Rd,christopherkoopman@glic.com,,Salesforce
9560364,,Megan Kelly,,,mtutt@thecolonygroup.com,,List import
10916597,Inactive Investor,Tonya Brutchin,,Edward Jones Chanute KS 18 S Highland Ave,,,Salesforce
9627334,,Jim Monty,,,mtmooney9@gmail.com,,List import
10934665,Inactive Investor,Justine Gidaro,Director,Edelman Financial Engines Phoenix AZ 4742 N 24th St,jgidaro@edelmanfinancialengines.com,,Salesforce
11201886,Inactive Investor,Alastair Sandler,,Citigroup Global Markets Inc.,alastair.sandler@citi.com,,Salesforce
9600116,,Tivoli Pleasants,,,tpleasants@heritagewealth.net,,List import
11084577,Inactive Investor,Paul Dyliacco,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,paul.dyliacco@morganstanley.com,,Salesforce
11093058,Inactive Investor,Brian Adkins,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10756254,Inactive Investor,Brian Gibb,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",brian.gibb@ml.com,,Salesforce
10647602,,Mark Christofferson,,,mark.christofferson@wellsfargo.com,,List Import
11180526,Inactive Investor,Irvin Cherashore,,Tocqueville Securities L.P. Vero Beach FL 2911 Cardinal Dr,icherashore@tocqueville.com,,Salesforce
10842632,Inactive Investor,Robert Norton,Financial Advisor,LPL Financial LLC Hammonton NJ 18 S 2nd St,robert.norton@lpl.com,,Salesforce
11097335,Inactive Investor,Mistie Sadler,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",mistie.sadler@ml.com,,Salesforce
10818124,Inactive Investor,Nicole Angelo,,UBS Financial Services Inc. Denver CO 4600 S Ulster St,nicole.angelo@ubs.com,,Salesforce
10862822,Inactive Investor,Jonathan Mueller-Schrader,,LPL Financial LLC Sun City West AZ 19428 N R H Johnson Blvd,jonathan.mueller-schrader@lpl.com,,Salesforce
11113476,Inactive Investor,Denise Merinar,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",,,Salesforce
11079568,Inactive Investor,Lorenz Lobsiger,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,lorenz.lobsiger@ubs.com,,Salesforce
10947495,Inactive Investor,Michele Traver,Financial Advisor,Thrivent Investment Management Inc. Hiawatha IA 1625 Boyson Rd,michele.traver@thrivent.com,,Salesforce
11066009,Inactive Investor,Gregg Overstake,,"Level Four Financial, LLC",goverstake@levelfourfinancial.com,,Salesforce
9606893,,David Brown,,,docbrown68@gmail.com,,List import
11260969,Inactive Investor,Elyott Silverstein,Wealth Advisor,"Csenge Advisory Group, LLC",elyott@csenge.com,,Salesforce
9594284,,Matthew Carter,,,mcarter@ironwoodic.com,,List Import
10943312,Inactive Investor,John Tenley,Chief Compliance Officer;Owner,Summit Advisor Group Bloomington MN 7760 France Ave S,,,Salesforce
11160050,Inactive Investor,Daniel Mintzer,,Goldman Sachs & Co.,,,Salesforce
11059281,Inactive Investor,Brant Brubaker,Investment Advisor,Fisher Investments,,,Salesforce
10879347,Inactive Investor,Jacob Lovin,Financial Advisor,Edward Jones Boise ID 4401 N Eagle Rd,jacob.lovin@edwardjones.com,,Salesforce
10940889,Inactive Investor,Robert Jones,,"Ameritas Investment Company, LLC Tulsa OK 11122 S Yale Ave",robert.jones@ameritas.com,,Salesforce
11023524,Inactive Investor,Tamprus Findley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11047261,Inactive Investor,James Moffitt,,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,james.moffitt@lpl.com,,Salesforce
10808464,Inactive Investor,Douglas Symsmith,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,douglas.symsmith@fidelity.com,,Salesforce
357,,,,,timyontz75431@bol.com.br,,
11096151,Inactive Investor,Garett Moffett,,Country Capital Management Company Strasburg IL 206 E Commercial St,garett.moffett@countryfinancial.com,,Salesforce
10879698,Inactive Investor,William Reed,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Junction CO 2415 Patterson Rd",william.reed@wellsfargo.com,,Salesforce
9576898,,Rafael Avramov,,,ravramov@ft.newyorklife.com,,List import
10873807,Inactive Investor,Andrew Schultz,Financial Advisor,"Raymond James & Associates, Inc. Colorado Springs CO 111 S Tejon St",aj.schultz@raymondjames.com,,Salesforce
10840305,Inactive Investor,Brian Schmolke,Financial Advisor,LPL Financial LLC Alexandria LA 128 Versailles Blvd,brian.schmolke@lpl.com,,Salesforce
10987096,Inactive Investor,Nicholas Janakes,,"Northwestern Mutual Investment Services, LLC Salem OR 465 Commercial St NE",,,Salesforce
9603878,,BETHANY DAVIS,,,bethany.davis@celsius.network,,List import
372699,,Karen Michael,,Australia,karenmelindamichael@gmail.com,,source
10847553,Inactive Investor,Ana Ferris,,Lincoln Investment Needham Heights MA 117 Kendrick St,aferris@lincolninvestment.com,,Salesforce
11039914,Inactive Investor,Kyle Grigg,Financial Producer,Thrivent Investment Management Inc. Bay City MI 6004 Westside Saginaw Rd,kyle.grigg@thrivent.com,,Salesforce
10786101,Inactive Investor,Nathan Rackham,Financial Advisor,"Wells Fargo Clearing Services, LLC Mountain Home ID 210 E Jackson St",nathan.rackham@wellsfargoadvisors.com,,Salesforce
11142523,Inactive Investor,Bridgot Basile,Senior Financial Associate,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",bridgot.basile@rbc.com,,Salesforce
11027397,Inactive Investor,Sindy Magana,,LPL Financial LLC Cerritos CA 19112 Gridley Rd,sindy.magana@lpl.com,,Salesforce
37167,,Robert Eyer,Financial Consultant,Thrivent Investment Management Inc.,robert.eyer@thrivent.com,520-731-6424,
10807015,Inactive Investor,Frances Pascua,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",frances.pascua@ml.com,,Salesforce
11183467,Inactive Investor,Norman Lazarus,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10926183,Inactive Investor,Stefanie Theuer,Senior Financial Advisor,LPL Financial LLC Racine WI 5101 Spring St,stefanie.theuer@lpl.com,,Salesforce
345054,,Michele Vendig,Vice President And Treasurer,Mjp Wealth Advisors,mvendig@mjpwealthadvisors.com,860-677-7755,Manual List Upload
11009090,Inactive Investor,Pamela Valley,,PFS Investments Inc. Lebanon NJ 1220 State Rte 31,pamela.valley@primerica.com,,Salesforce
344635,,Eric Mitchell,Investment Advisor Representative,"Retirement Plan Advisors, Llc",emitchell@retirementplanadvisors.com,312-701-1100,Manual List Upload
10844565,Inactive Investor,Elizabeth Gustafson,Associate Financial Advisor,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",,,Salesforce
236652,, -,,[[Unknown]],jaillermart@gmail.com,,
370664,,"Dinar Mohamad Tofan, SE.",,Indonesia,bitcoincoinqu@gmail.com,,Salesforce
9648102,,Ernest Pitochelli,,,ernie@passiveincomepro.biz,,List import
10972929,Inactive Investor,Ystvan Virag,,PFS Investments Inc. Miami FL 7955 NW 12th St,ystvan.virag@primerica.com,,Salesforce
10947354,Inactive Investor,Wei Zhang,,Citigroup Global Markets Inc.,wei.zhang@citigroup.com,,Salesforce
11072430,Inactive Investor,Michael Jaffee,Owner;President,"The Jaffee Financial Group, Inc.",,,Salesforce
10758810,Inactive Investor,Peter Venzara,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,peter.venzara@opco.com,,Salesforce
10868912,Inactive Investor,Edward Wentzheimer,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,ed.wentzheimer@jpmorgan.com,,Salesforce
11183648,Inactive Investor,Murry Howle,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,murryhowlejr@statefarm.com,,Salesforce
11136013,Inactive Investor,Daniel McWilliams,,Purshe Kaplan Sterling Investments Auburn Hills MI 2601 Cambridge Ct,daniel.mcwilliams@pksinvest.com,,Salesforce
11074870,Inactive Investor,Michael Steele,Financial Advisor,"IMG Wealth Management, Inc.",michael@imgwealthmanagement.com,,Salesforce
11148268,Inactive Investor,Joseph Celestino,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",joseph.celestino@raymondjames.com,,Salesforce
4795250,,Linas K,,,linas@dessenter.io,,Web Form Fillout
346182,,Sheldon Lee,Analyst,Glendower Capital,sheldon.lee@glendowercapital.com,121-265-38400,Manual List Upload
10917310,Inactive Investor,Michelle Laverty,,LPL Financial LLC Warren OH 8922 E Market St,michelle.laverty@lpl.com,,Salesforce
11158881,Inactive Investor,Nicholas Wallace,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,nicholas.wallace@morganstanley.com,,Salesforce
165209,,Matthew Jones,,[Unknown],mwjones0072003@yahoo.com,,
9579902,,Anthony Marlowe,,,anthony@iowacitycapitalpartners.com,,List import
11152892,Inactive Investor,Mary Gordon,,"Osaic Wealth, Inc. Portland OR Private Residence",,,Salesforce
10972597,Inactive Investor,Ashley Bove,,Fidelity Brokerage Services LLC,ashley.bove@fidelity.com,,Salesforce
11166746,Inactive Investor,Anh Nguyen,,J.P. Morgan Securities LLC Houston TX 4335 Martin Luther King Blvd,,,Salesforce
11209678,Inactive Investor,Kevin Pira,Chief Compliance Officer;Manager;Owner,Pira Wealth Management,kevin@pirawealth.com,,Salesforce
11254709,Inactive Investor,Robert Heller,,Morgan Stanley Boston MA 28 State St,robert.heller@morganstanley.com,,Salesforce
10845935,Inactive Investor,Joseph Holifield,Financial Advisor,Edward Jones Johnson City TN 2020 Northpark Dr,joseph.holifield@edwardjones.com,,Salesforce
11113302,Inactive Investor,Thomas Dolan,,"Kestra Investment Services, LLC Troy MI 1111 W Long Lake Rd",,,Salesforce
10853491,Inactive Investor,Beth Tanner,,"Wells Fargo Clearing Services, LLC Lynchburg VA 700 Main St",beth.tanner@wellsfargoadvisors.com,,Salesforce
10820894,Inactive Investor,Robert Weber,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",robertb.weber@ml.com,,Salesforce
1003401,Inactive Investor,Stan Miroshnik,,Actual Group,stan@actualgroup.io,,3rd Party Lead Gen
11027129,Inactive Investor,Jacob Aschliman,,Sigma Financial Corporation Fort Wayne IN 2720 Dupont Commerce Ct,,,Salesforce
9595012,,Michael Moughan,,,tmoughan@sequoia-financial.com,,List import
10775015,Inactive Investor,Walter Wulf,First Vice President,Citigroup Global Markets Inc. Schaumburg IL 601 N Martingale Rd,walter.wulf@citi.com,,Salesforce
11077531,Inactive Investor,Misty Ambrose,,Edward Jones Carson City NV 1079 S Carson St,misty.ambrose@edwardjones.com,,Salesforce
11059985,Inactive Investor,Alan Bagwell,Managing Partner,"Providence Wealth Advisors, LLC",,,Salesforce
10963888,Inactive Investor,Luke Crofts,Partner,"Lindbrook Capital, LLC",luke@lindbrookcapital.com,,Salesforce
10962287,Inactive Investor,Shane Mcclain,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11120810,Inactive Investor,Kyle Dowman,Private Banker,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,kyle.dowman@jpmorgan.com,,Salesforce
11075025,Inactive Investor,Thomas D'Avanzo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",thomas.davanzo@ml.com,,Salesforce
10816299,Inactive Investor,Albert Cappellino,,"Hornor, Townsend & Kent, LLC Melville NY 445 Broadhollow Rd",acappellino@htk.com,,Salesforce
10968055,Inactive Investor,Marc Schock,,LPL Financial LLC Barrington IL 201 S Grove Ave,marc.schock@lpl.com,,Salesforce
11086559,Inactive Investor,Amber Akhtar,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",amber.akhtar@nm.com,,Salesforce
10910690,Inactive Investor,Bryson Horman,Financial Advisor,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,bryson.horman@lpl.com,,Salesforce
10489049,,Claudia Tapara,Financial Advisor,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",claudia.tapara@raymondjames.com,214-232-3651,List Import
210036,,Tim Bardwell,,Maso Capital Partners Limited,tim.bardwell@masocapital.com,34685050,Webinar
10980680,Inactive Investor,Laura Huneycutt,,"Avantax Investment Services, Inc. Tulsa OK 5800 E Skelly Dr",,,Salesforce
10936947,Inactive Investor,Jason Draut,Chief Compliance Officer;Founder;Managing Member,"HarborLight Investments, LLC",jason@harborlight.investments,,Salesforce
9561133,,Kimberly Lawrence,,,kimberly.lawrence@53.com,,List import
11170036,Inactive Investor,George Mckeown,,Stephens,gordy.mckeown@stephens.com,,Salesforce
9602971,,John Sandmann,,,jsandmann@personalcapital.com,,List import
11161066,Inactive Investor,Sheila Gregori,,"MML Investors Services, LLC",,,Salesforce
10930850,Inactive Investor,Kenneth Lee,,CLG LLC,ken@clgwm.com,,Salesforce
10797420,Inactive Investor,Lee Kilbrith,Managing Director,Prospect Financial Services LLC,,,Salesforce
11103276,Inactive Investor,Scott Van Sickle,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",scott.vansickle@nm.com,,Salesforce
10616374,,David Kassner,,,david.kassner@ml.com,,List Import
11291800,Inactive Investor,Harrison Dean,,"MCF Advisors, LLC",hdean@mcfadvisors.com,859-392-8600,Salesforce
11185492,Inactive Investor,Brent Holtz,,State Farm VP Management Corp. Richardson TX 1415 State St,brentholtz@statefarm.com,,Salesforce
10852363,Inactive Investor,Jennifer Sutton,,"Raymond James & Associates, Inc. Dothan AL 1676 Whatley Dr",jennifer.sutton@raymondjames.com,,Salesforce
9571715,,James Bratcher,,,jim@financialmanagementadvisors.com,,List import
11077824,Inactive Investor,Elizabeth Flynn,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10770369,Inactive Investor,Angie Hagen,Financial Advisor,Edward Jones Glendive MT 200 S Merrill Ave,angie.hagen@edwardjones.com,,Salesforce
10873710,Inactive Investor,Gregory Williams,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,greg.williams.g4iv@statefarm.com,,Salesforce
9552204,,Paul Gates,,,paulgatesjr1@gmail.com,,List import
10934220,Inactive Investor,Brunilda Fullowan,,Fidelity Brokerage Services LLC,brunilda.fullowan@fidelity.com,,Salesforce
10996456,Inactive Investor,Alwyn Coetzee,,"Northwestern Mutual Investment Services, LLC Summerville SC 201 Sigma Dr",alwyn.coetzee@nm.com,,Salesforce
10870815,Inactive Investor,Danielle Case,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,danielle.case@fidelity.com,,Salesforce
10811009,Inactive Investor,Scott Dagel,Private Wealth Advisor,"Ameriprise Financial Services, LLC Watertown SD 1334 19th St NE",scott.r.dagel@ampf.com,,Salesforce
321938,,Shannon Matheny,,Shannon Matheny CPA,shannoncpa@comcast.net,,Manual List Upload
9622976,,Robert Haddad,,,royalarcadiaretreat@gmail.com,,List import
10960313,Inactive Investor,Michael Harris,Financial Advisor,"Pruco Securities, LLC. Raleigh NC Private Residence",michael.harris@prudential.com,,Salesforce
10985520,Inactive Investor,Lacie Witherspoon,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lacie_witherspoon@vanguard.com,,Salesforce
10773620,Inactive Investor,Tami Willis,,"Avantax Investment Services, Inc. Wyoming NY 40 N Academy St",,,Salesforce
9642187,,David Tracy,,,dtracy@legacywp.com,,List import
10596231,,Andrea Pease,,,andrea@proeastadvisors.com,,Web Form Fillout
9625334,,Luke Imperatore,,,lukeimperatore@gmail.com,,List import
10765958,Inactive Investor,Matthew Williams,Executive Director;Regional Manager,Morgan Stanley Salt Lake City UT 60 E South Temple,,,Salesforce
10787274,Inactive Investor,Jonathan Mizrahi,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.mizrahi@jpmorgan.com,,Salesforce
9544861,,preetam gadey,,,preetam.gadey@gmail.com,,List import
9554612,,Robert Schultz,,,robert.schultz@omegafingroup.com,,List import
72837,,Brittany Lawson,Financial Consultant,Thrivent Investment Management Inc.,brittany.lawson@thrivent.com,859-303-5139,
10842571,Inactive Investor,Robert Weldon,,Cetera Advisor Networks LLC Safety Harbor FL 129 6th Ave N,,,Salesforce
6920368,,Norris Carter,,,ssdig41ftfb@temporary-mail.net,,Web Form Fillout
10902009,Inactive Investor,Robert Pujia,Chief Operations Officer,Coppell Advisory Solutions LLC Mechanicsburg PA Private Residence,robert.pujia@fusioncm.com,,Salesforce
11043467,Inactive Investor,Thomas Spray-Fry,Financial Planner,"Osaic FA, Inc. Cockeysville MD 307 International Cir",thomas.spray-fry@lfg.com,,Salesforce
10754372,Inactive Investor,Paul Larou,Financial Advisor,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,plarou@glic.com,,Salesforce
10975383,Inactive Investor,Jared Cadiz,,PFS Investments Inc. Waipahu HI 94-730 Farrington Hwy,jared.cadiz@primerica.com,,Salesforce
10804480,Inactive Investor,David Schmidt,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david.c.schmidt@bofa.com,,Salesforce
11088023,Inactive Investor,Larkin Wobbe,,"Raymond James Financial Services, Inc. Cornelius NC 7632 Norman Island Dr",larkin.wobbe@raymondjames.com,,Salesforce
9573535,,Leo Meany,,,lrmeany@ftbadvisors.com,,List import
11191715,Inactive Investor,Jennifer Lanigan,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",jennifer_lanigan@ml.com,,Salesforce
9647936,,judge johnson,,,judge.johnson@cannonfinancialstrategists.com,,List import
11126421,Inactive Investor,Aaron Greteman,,"Avantax Investment Services, Inc. Algona IA 307 E Call St",aaron.greteman@avantax.com,,Salesforce
10821091,Inactive Investor,Jacqueline Jacobsen,,"Independent Financial Group, LLC Sneads Ferry NC Private Residence",,,Salesforce
11199290,Inactive Investor,David Sternasty,Private Client Advisor,J.P. Morgan Securities LLC Indianapolis IN 4860 W 56th St,dj.sternasty@jpmorgan.com,,Salesforce
10900138,Inactive Investor,Ruben Rodriguez,Vice President,PFS Investments Inc. Riverside CA 1855 Chicago Ave,ruben.rodriguez@primerica.com,,Salesforce
231597,, -,,[[Unknown]],bchristy1522@gmail.com,,
9558114,,Lowsty Gready,,,genevieveyellow@lukky.com,,List import
10924252,Inactive Investor,Donald Johnson,,"Western International Securities, Inc. Gardnerville NV 620 W Fork Vis",,,Salesforce
10823833,Inactive Investor,Joleen Sterner,Client Associate;Registered Client Associate,"Wells Fargo Clearing Services, LLC Burnsville MN 100 W Burnsville Pkwy",,,Salesforce
10953528,Inactive Investor,Mason Turner,,"Cambridge Investment Research, Inc. Harleysville PA 425 Main St",mason_turner@vanguard.com,,Salesforce
217575,,Stephen Hutto,,[Unknown],huttoss@gmail.com,,
10918650,Inactive Investor,Placido Rodriguez,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,placido_rodriguez@vanguard.com,,Salesforce
9624531,,Samford T Myers,,,smyers@asflogistics.com,,List import
11218600,,Kevin Speich,,,kevin.speich@lpl.com,,Other
10863141,Inactive Investor,Kenneth Gaddy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",kenneth.gaddy@ml.com,,Salesforce
10959376,Inactive Investor,Farshed Moghaddam,,"Realta Equities, Inc. Atlanta GA 200 Galleria Pkwy SE",,,Salesforce
9624888,,Mark Henninger,,,markdebi85@gmail.com,,List import
11027989,Inactive Investor,Samuel Cari,Chief Legal Officer;Regulatory Contact,"NorthRock Partners, LLC",,,Salesforce
11196215,Inactive Investor,Leslie Klug,,"Osaic Wealth, Inc. Great Bend KS 1015 McKinley St",,,Salesforce
202511,,Matthew Boyle,Founder,CB Essential Services,m.boyle.91x@gmail.com,,Other
9584271,,Pauline French,,,frenchdressing@gmail.com,,List import
230853,, -,,[[Unknown]],patrickpt19@comcast.net,,
11020875,Inactive Investor,Zachary Kocurek,,Aurora Securities Kirkland WA 10510 Northup Way,,,Salesforce
10900170,Inactive Investor,Phillip Pinedo,Training Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10935071,Inactive Investor,Jacqueline Kwan,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,jacqueline.kwan@fmr.com,,Salesforce
9545303,,Kyle Felske,,,kfelske@hightoweradvisors.com,,List import
11230290,Inactive Investor,Keaton Graves,,"FBL Marketing Services, LLC Waverly IA 2018 E Bremer Ave",keaton.graves@fblfinancial.com,,Salesforce
10662047,,Mark Howell,,,mhowell@capri-egm.com,,List Import
11202120,Inactive Investor,Neil Mayo,Associate,Edward Jones Cincinnati OH 5520 Harrison Ave,,,Salesforce
110794,,David Sun,President & CIO,"Ellis Investment Partners, Llc",david.sun@ellisinvestmentpartners.com,1-484-320-6300,Manual List Upload
10904014,Inactive Investor,Jose Ferreira,,Bolton Global Capital Miami FL 1441 Brickell Ave,jferreira@boltonglobal.com,,Salesforce
10887148,Inactive Investor,Ryan Waterhouse,Client Service Specialist,"Ameriprise Financial Services, LLC Chesterfield MO 109 Chesterfield Business Pkwy",ryan.waterhouse@ampf.com,,Salesforce
10911827,Inactive Investor,Shane Kendrick,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",shane.kendrick@truist.com,,Salesforce
10968083,Inactive Investor,Seth Erickson,,"FBL Marketing Services, LLC Kansas City KS 9340 Parallel Pkwy",seth.erickson@fblfinancial.com,,Salesforce
11077209,Inactive Investor,Justin Murray,,State Farm VP Management Corp. Wilson NC 2512 Ward Blvd,justinmurray@statefarm.com,,Salesforce
9573886,,Amr Saady,,,saady.amr@gmail.com,,List import
10779192,Inactive Investor,Efrain Borenstein,,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,efrain.borenstein@hilltopsecurities.com,,Salesforce
10970768,Inactive Investor,Daniel Ledner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10857082,Inactive Investor,Phyllis Baker,,LPL Financial LLC Colorado Springs CO Private Residence,phyllis.baker@lpl.com,,Salesforce
10764542,Inactive Investor,Michael Hoff,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,michael.hoff@fidelity.com,,Salesforce
11065656,Inactive Investor,Dylan Garcia,Client Service Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,,,Salesforce
10874739,Inactive Investor,Suzanne Himler,Investment Advisor Representative,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,suzanne.himler@primerica.com,,Salesforce
9638191,,Margaret Jadallah,,,mjadallah@verusinvestments.com,,List import
9572351,,John Whitmire,,,jwhitmire@ft.newyorklife.com,,List import
9609248,,Omer Ozden,,,ozden@rocktreecapital.com,,List import
10978164,Inactive Investor,Marisa McGeough,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",marisa.mcgeough@nm.com,,Salesforce
10837820,Inactive Investor,Michael Guy,,"Kestra Investment Services, LLC California MD 23104 3 Notch Rd",,,Salesforce
9588318,,Jeffry Bratzler,,,jeff@bcnfin.com,,List import
10784264,Inactive Investor,Douglas Graybeal,,J.P. Morgan Securities LLC Columbus OH 2660 E Main St,douglas.w.graybeal@jpmorgan.com,,Salesforce
11104135,Inactive Investor,Marlene Garcia,,"Wells Fargo Clearing Services, LLC Roanoke VA 4206 Electric Rd",,,Salesforce
10487004,,Max Pearl,"Investment Associate, Vice President, Wealth Partner",J.P. Morgan Securities LLC,max.pearl@jpmorgan.com,,List Import
10959290,Inactive Investor,Natalee Ferrison,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9545298,,Beau Swinford,,,beau.swinford@stevardllc.com,,List import
11195416,Inactive Investor,Daren Hardesty,Associate Advisor,Financial Enhancement Group,dhardesty@yourlifeafterwork.com,,Salesforce
10760827,Inactive Investor,Betty Ma,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",betty.ma@ml.com,,Salesforce
11193994,Inactive Investor,Ryan Gilchrist,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11000615,Inactive Investor,Nathan Owen,Advisor,Thrivent Investment Management Inc. Murfreesboro TN 1500 Medical Center Pkwy,nathan.owen@thrivent.com,,Salesforce
11042790,Inactive Investor,Patrick Raynor,Senior Investment Advisor,"Sageview Advisory Group, LLC",praynor@sageviewadvisory.com,,Salesforce
10831778,Inactive Investor,Dawn Christopher,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC Private Residence",dawn.christopher@wellsfargoadvisors.com,,Salesforce
11060095,Inactive Investor,Barbara McFee Peisert,,Cetera Advisor Networks LLC Minneapolis MN 4640 Oak Grove Pkwy N,,,Salesforce
10922901,Inactive Investor,Grant Muir,Financial Advisor,Edward Jones Durham NC Private Residence,grant.muir@edwardjones.com,,Salesforce
9548227,,Ibrahim Kahraman,,,kahraman_ibrahim@hotmail.com,,List import
11009209,Inactive Investor,Michael Klekas,,"Wilson-Davis & Co., Inc.",mklekas@wdco.com,,Salesforce
10898905,Inactive Investor,Julian Liotine,Financial Advisor,Lincoln Investment Orland Park IL 7600 Hemlock Dr,jliotine@lincolninvestment.com,,Salesforce
10907830,Inactive Investor,Raquel Salas Rodriguez,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
353181,,Takayuki Doi,Enterprize sales,TipRanks,taka.doi@tipranks.com,,Event
10783911,Inactive Investor,Kevin Yarbrough,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,kevin.yarbrough@fidelity.com,,Salesforce
9609791,,Chase Tomlins,,,chase@iconiqcapital.com,,List import
10947805,Inactive Investor,Mahebub Dossa,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,mdossa@ft.newyorklife.com,,Salesforce
216989,,Ellen Qian,,First Republic Investment Management,eqian@firstrepublic.com,212-621-1292,Event
9570745,,Juan Emilio Solari,,,jesolari@gmail.com,,List import
10989399,Inactive Investor,Maxwell Faile,Financial Advisor,Edward Jones Myrtle Beach SC 3481 Belle Terre Blvd,maxwell.faile@edwardjones.com,,Salesforce
10788981,Inactive Investor,David Mertens,Financial Advisor,Edward Jones Saint Louis MO 10733 Sunset Office Dr,david.mertens@edwardjones.com,,Salesforce
10800672,Inactive Investor,Frances Odinec,Director;Secretary,SOL Capital Management Co,,,Salesforce
11131114,Inactive Investor,Bryant Griffiths,Financial Advisor,"Wells Fargo Clearing Services, LLC Issaquah WA 1190 NW Gilman Blvd",bryant.w.griffiths@wellsfargo.com,,Salesforce
10990016,Inactive Investor,Raymond Stellhorn-Tavera,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,rjstellhornt@ft.newyorklife.com,,Salesforce
10769270,Inactive Investor,Denise Neugebauer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",denise_neu@ml.com,,Salesforce
167372,,claudio javier fernandez,,[Unknown],cjftuerca@gmail.com,,
347148,,Jason Harrison,Vice President,"Hefren-tillotson, Inc.",jason.harrison@hefren.com,412-434-0990,Manual List Upload
10958449,Inactive Investor,Terry Calloway,,"Lion Street Financial, LLC Lake Charles LA 4902 Ihles Rd",tcalloway@lionstreet.com,,Salesforce
10947156,Inactive Investor,Maxwell Mitcham,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,maxwell.mitcham@jpmorgan.com,,Salesforce
10647553,,Robert Sutton,,,robert.sutton@parsonexsecurities.com,,List Import
10618647,,Frank Vandy,,,frank.vandy@spireip.com,,List Import
339465,, -,,[[Unknown]],1731271916@qq.com,,Organic Search
10801615,Inactive Investor,Timothy Powers,Chief Compliance Officer;Managing Partner;President,OakRidge Management Group LLC Darien CT 110 Stephen Mather Rd,powerst@oakridgemg.com,,Salesforce
11094061,Inactive Investor,Bethany Hsi,Wealth Management Intern,Morgan Stanley Irvine CA 1901 Main St,,,Salesforce
9614061,,Brooks Kollmann,,,bkollmann@bokf.com,,List import
9601809,,Karen Kenworthy,,,mauikmk311@gmail.com,,List import
10796351,Inactive Investor,John Maxwell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",j_maxwell@ml.com,,Salesforce
11045268,Inactive Investor,Michael Teague,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",mteague@ml.com,,Salesforce
10803927,Inactive Investor,Ryan Ricedorff,Chief Compliance Officer;President,"Tribeca Financial, LLC Mesa AZ 1635 N Greenfield Rd",,,Salesforce
10900463,Inactive Investor,Natalie Bell,,Deutsche Bank Securities Inc.,,,Salesforce
10867898,Inactive Investor,Casey Dalthorp,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,casey.dalthorp@fmr.com,,Salesforce
10768883,Inactive Investor,Bryan Procaccini,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",bryan_procaccini@ml.com,,Salesforce
11002633,Inactive Investor,Kendall Harden,Assistant Vice President;Chief Operating Officer,Gearhart & Associates,kendall@gearhart-assoc.com,,Salesforce
11186969,Inactive Investor,Nedaa Abughalia,,Goldman Sachs & Co.,,,Salesforce
9591281,,Ishaan Sharma,,,ishaan2749@gmail.com,,List import
10941749,Inactive Investor,Evan Maroney,Private Client Group Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,evan.maroney@jpmorgan.com,,Salesforce
11117606,Inactive Investor,Megan Chute,,LPL Financial LLC San Diego CA 4707 Executive Dr,megan.chute@lpl.com,,Salesforce
10878268,Inactive Investor,Jennine Lacroix,Financial Advisor;Managing Director,Wealthspire Advisors Annapolis MD 900 Bestgate Rd,jennine.lacroix@wealthspire.com,,Salesforce
10827659,Inactive Investor,James Kwei,Financial Advisor;Vice President - Wealth Management,Morgan Stanley La Jolla CA 1111 Prospect St,james.kwei@morganstanley.com,,Salesforce
9639450,,Russell Lundeberg,,,rlundeberg@barrettcap.com,,List import
9626334,,Larenzo Davenport,,,larenzodavenport@gmail.com,,List import
11222517,,James Roberts,,,jimr@centennialsec.com,,List Import
10801489,Inactive Investor,Corey Carrelli,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,corey.carrelli@fidelity.com,,Salesforce
9646759,,john lo,,,foryour@gmail.com,,List import
148776,,Allen Evans,,[Unknown],ae.bulk@gmail.com,,Paid Social
10827381,Inactive Investor,Jerald Wozniak,,Lincoln Investment Sewickley PA 1606 Carmody Ct,jwozniak@lincolninvestment.com,,Salesforce
10865286,Inactive Investor,Maleehah Saya,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10949663,Inactive Investor,Sarah Durand,,Fidelity Brokerage Services LLC,,,Salesforce
11074788,Inactive Investor,Daniel Thornton,Director - Client Relations,"Good Life Advisors, LLC",daniel.thornton@goodlifefa.com,,Salesforce
10839550,Inactive Investor,Robert Cabe,Financial Advisor,Edward Jones Hixson TN 8519 Hixson Pike,marty.cabe@edwardjones.com,,Salesforce
9609800,,Kerstin Weinberg,,,kerstin.weinberg@gmail.com,,List import
10918410,Inactive Investor,David Chalmers,,United Planners' Financial Services of America A Limited Partner Voorhees NJ 701 White Horse Rd,,,Salesforce
11135239,Inactive Investor,Richard Justino,,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,rjustino@planmembersec.com,,Salesforce
334801,,Robert Kopchains,Managing Director,"Torchlight Investors, Llc",rkopchains@torchlightinvestors.com,212-883-2800,Manual List Upload
235284,, -,,[[Unknown]],familledellenbach@orange.fr,,Organic Search
9583284,,Indra Arafat,,,dianrafka4@gmail.com,,List import
11183107,Inactive Investor,Justin Sorensen,,"Allstate Financial Services, LLC Muncie IN 320 E McGalliard Rd",justinsorensen@allstate.com,,Salesforce
9544768,,James Schwartz,,,jim@xpertadvice.com,,List import
10806256,Inactive Investor,Qiumei Sun,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",qiumei.sun@ampf.com,,Salesforce
10914680,Inactive Investor,Radhika Srinivasan,,Evercore Group L.L.C.,,,Salesforce
10954635,Inactive Investor,Joshua Paone,,"U.S. Bancorp Advisors, LLC Tempe AZ 1101 W Washington St",,,Salesforce
11110247,Inactive Investor,Kevin Youatt,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kevin.youatt@schwab.com,,Salesforce
10999664,Inactive Investor,Rachel Santiago,,J.P. Morgan Securities LLC Brooklyn NY 3380 Fulton St,rachel.santiago@jpmorgan.com,,Salesforce
10783111,Inactive Investor,Maureen Parker,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Saratoga Springs NY 46 Marion Ave",maureen.parker@schwab.com,,Salesforce
10950483,Inactive Investor,David Castellaw,,PFS Investments Inc.,david.castellaw@primerica.com,,Salesforce
11007696,Inactive Investor,Benjamin Cobb,Financial Advisor,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",benjamin.cobb@equitable.com,,Salesforce
10877193,Inactive Investor,Alexander Buthker,,"Ameriprise Financial Services, LLC Grand Rapids MI 5136 Cascade Rd SE",alexander.buthker@ampf.com,,Salesforce
6315979,,sadegh borhan,,,sadeghborhan@gmail.com,9148742636,Web form fillout
146458,,Al Blackford,,[Unknown],traderal@blackfordnomads.com,,Event
10617758,,Limei Yu,,,limei.yu@ubs.com,,List Import
10600268,,Anh Tran,,,jaybee1012@gmail.com,,Web Form Fillout
11096838,Inactive Investor,Michael Vogel,Chief Compliance Officer;Managing Member;Partner;Portfolio Manager,GenCap Portfolio Management,mvogel@gencappm.com,,Salesforce
235434,, -,,[[Unknown]],scott@hscottrogers.com,,Organic Search
225576,,Lubomír -,,[[Unknown]],lubomirvalik@gmail.com,,Initial Salesforce Import
11181063,Inactive Investor,Lascelle Lawrence,,NYLIFE Securities LLC New York NY 420 Lexington Ave,llawrence@ft.newyorklife.com,,Salesforce
10936005,Inactive Investor,Deborah Deutscher,,J.P. Morgan Securities LLC Thousand Oaks CA 3960 E Thousand Oaks Blvd,deborah.l.deutscher@jpmorgan.com,,Salesforce
11128856,Inactive Investor,Elizabeth Ann Moloughney,,State Farm VP Management Corp. Mount Pocono PA 1434 Pocono Blvd,beth.moloughney.j8ol@statefarm.com,,Salesforce
9605969,,Jeffery Thames,,,thamesjeffery7t@gmail.com,,List import
9643126,,woo jin park,,,ogood00@gmail.com,,List import
10864968,Inactive Investor,Christopher Tousley,,"FBL Marketing Services, LLC Scottsdale AZ 7650 E Redfield Rd",christopher.tousley@fbfs.com,,Salesforce
11056987,Inactive Investor,Ricky Ezell,,PFS Investments Inc. Columbia SC 1345 Garner Ln,ricky.ezell@primerica.com,,Salesforce
10996504,Inactive Investor,Andrew Pafundi,,BBVA Securities Inc.,,,Salesforce
11148574,Inactive Investor,Shawn Kolar,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Cape Coral FL 4732 Del Prado Blvd S",shawn.kolar@wellsfargo.com,,Salesforce
227234,, -,,[[Unknown]],tgarrettson@hjsims.com,,
10618628,,Gregory Romanczuk,,,gromanczuk@newbridgesecurities.com,,List Import
10657740,,Michael Aleshire,,,maleshire@mesirowfinancial.com,,List Import
11022460,Inactive Investor,Justin Parrish,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9581769,,Christiana Fields,,,cfields@meketagroup.com,,List import
11217527,,Brooks Panhans,,,brooks.panhans@jpmorgan.com,,Other
11129747,Inactive Investor,Robert Blunt,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oxnard CA 300 E Esplanade Dr",robert.blunt@schwab.com,,Salesforce
10488291,,Angela Rothe,"Chief Compliance Officer, Chief Financial Officer","Riata Capital Group, LLC",arothe@riatacapital.com,,List Import
10844833,Inactive Investor,Thomas Sherwood,Chief Compliance Officer;Managing Partner;Portfolio Manager,"Headwater Investment Consulting, Inc.",tom@headwater-ic.com,,Salesforce
241204,Inactive Investor,Jon Stilley,,UPMC Health System,stilleyjc@upmc.edu,(412) 647-4065,Database Upload
199215,,Lisa Seim,principal,Strategic Exchanges,lisa@strategicexchanges.com,,
10826588,Inactive Investor,Scott Schulick,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
9605901,, -- --,,,centillions@pm.me,,List import
11124282,Inactive Investor,Anthoni Pope,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,adpope@ft.newyorklife.com,,Salesforce
11217632,,Albert Lopez,,,albert.lopez@lpl.com,,Other
10764567,Inactive Investor,Denise Niland,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette LA 900 S College Rd",denise_niland@ml.com,,Salesforce
11117000,Inactive Investor,Shaunjoy Sehanobish,Financial Advisor,"Pruco Securities, LLC. Independence OH 2 Summit Park Dr",shaunjoy.sehanobish@prudential.com,,Salesforce
9563654,,Kevin Lee Decosta,,,kev.decosta@gmail.com,,List import
10785939,Inactive Investor,Ginto Mathew,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",gmathew@tiaa-cref.org,,Salesforce
370923,,Hafiz Nagariya,,India,ashrafipackagings@gmail.com,,Salesforce
11143627,Inactive Investor,Alexander Wilson,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
9545630,,James King,,,james.kingiii@protonmail.com,,List import
11109144,Inactive Investor,Lisa Benash,,Vanguard Marketing Corporation,lisa_benash@vanguard.com,,Salesforce
11022582,Inactive Investor,Keith Hilliard,,Momentum Independent Network Inc. Tyler TX 305 S Broadway Ave,khilliard@momentumin.com,,Salesforce
10851251,Inactive Investor,Richard Lesan,Chief Compliance Officer;Founding Principal;Managing Member;Principal,"Frontier Advisors, LLC",rlesan@frontieradvisorsllc.com,,Salesforce
10858873,Inactive Investor,Bruce Cook,,"Raymond James Financial Services, Inc. Saint Petersburg FL 877 Executive Center Dr W",bruce.cook@raymondjames.com,,Salesforce
9544820,,Susan Hattan,,,susan.hattan@transamerica.com,,List import
10902432,Inactive Investor,Issis Davenport-Turner,,Morgan Stanley Alpharetta GA 3 Edison Dr,issis.davenport-turner@morganstanley.com,,Salesforce
11133102,Inactive Investor,Raymond Quint,,"Weitzel Financial Services, Inc.",rquint@weitzelfinancial.com,,Salesforce
11044167,Inactive Investor,Chad Epting,Financial Advisor,Edward Jones Concord NC 360 Exchange St NW,chad.epting@edwardjones.com,,Salesforce
10362898,,Erkan Kaya,,,erkankaya36@gmail.com,,Web Form Fillout
10895144,Inactive Investor,Mehmed Suta,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,mehmed.suta@fmr.com,,Salesforce
10875317,Inactive Investor,Charles Borgia,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11044556,Inactive Investor,Alex Kaufman,Wealth Advisor,J.P. Morgan Securities LLC Morristown NJ 225 South St,alex.kaufman@jpmorgan.com,,Salesforce
10881646,Inactive Investor,Andrei Santos,,Bolton Global Capital Fort Lauderdale FL 55 Weston Rd,asantos@boltonglobal.com,,Salesforce
11054727,Inactive Investor,Bryce Kenny,Executive Director;Private Wealth Advisor,Morgan Stanley Tampa FL 100 N Tampa St,bryce.kenny@morganstanley.com,,Salesforce
9547311,,Zhaoxia Tan,,,zhaoxia.tan@transamerica.com,,List import
10762795,Inactive Investor,Michael Weinberg,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",michael.weinberg@wellsfargoadvisors.com,,Salesforce
11011321,Inactive Investor,Marc Rupnow,,"Charles Schwab & Co., Inc. La Mesa CA Private Residence",,,Salesforce
11144691,Inactive Investor,David McCollum,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",,,Salesforce
11078555,Inactive Investor,William Frailey,,"Osaic Wealth, Inc. Lacey WA 4225 Glen Terra Dr SE",,,Salesforce
10489258,,Brian Strange,,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",brian1971us@yahoo.com,,List Import
11180287,Inactive Investor,Sean Mcbrien,,The Huntington Investment Company Chicago IL 6141 S Archer Ave,sean.c.mcbrien@huntington.com,,Salesforce
9646068,,Paul Conrad,,,syracusewins@cs.com,,List import
11205379,Inactive Investor,Kelly Hobby,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,,,Salesforce
11203780,Inactive Investor,Cameron Oliver,,Park Avenue Securities LLC Marianna FL 4389 Lafayette St,cameron_oliver@glic.com,,Salesforce
10925008,Inactive Investor,Patrick Flynn,,NYLIFE Securities LLC Ridgefield WA Private Residence,pflynn@ft.newyorklife.com,,Salesforce
9593646,,Micah Brown,,,micah@ifrahfinancial.com,,List import
11025898,Inactive Investor,Larry Bach,Relationship Manager,"Principal Securities, Inc. Fair Lawn NJ Private Residence",bach.larry@principal.com,,Salesforce
9552648,,Steven Gruber,,,steven.gruber@fidelity.com,,List import
10989283,Inactive Investor,Khaalid Jackson,,J.P. Morgan Securities LLC Smithtown NY 42 W Main St,,,Salesforce
11028779,Inactive Investor,Jalona Patton,,"Allstate Financial Services, LLC Birmingham AL 17 Office Park Cir",jalonapatterson@allstate.com,,Salesforce
10933800,Inactive Investor,Richard Rarick,,"Osaic Wealth, Inc. Yucca Valley CA 56913 Yucca Trl",,,Salesforce
10940307,Inactive Investor,Ashley Shea,,"Concourse Financial Group Securities, Inc. Grand Forks ND 3001B 32nd Ave S",ashley.shea@concoursefinancial.com,,Salesforce
10829461,Inactive Investor,Thomas Hoban,Financial Advisor,Commonwealth Financial Network Anaheim CA 180 N Riverview Dr,thoban@commonwealth.com,,Salesforce
10837864,Inactive Investor,Barry Mills,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,bmills@allianceg.com,,Salesforce
10402780,,Chritian Dunlevy,,,cdcdcdcd99@gmail.com,,Web Form Fillout
11002902,Inactive Investor,Michael Foley,,Cetera Advisor Networks LLC Paradise Valley AZ 6720 N Scottsdale Rd,,,Salesforce
10619931,,Paul Manelis,,,pmanelis@devonbank.com,,List Import
9567688,,Thomas Davidson,,,tdavidson@ayco.com,,List import
11178587,Inactive Investor,Nathan Baker,,J.P. Morgan Securities LLC Green Bay WI 2635 Libal St,nathan.w.baker@jpmorgan.com,,Salesforce
11182064,Inactive Investor,Muna Yousif,,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,muna.k.yousif@jpmorgan.com,,Salesforce
10881392,Inactive Investor,David Marshall,Investment Executive,"Fifth Third Securities, Inc. Raleigh NC 4801 Glenwood Ave",david.marshall@53.com,,Salesforce
11124065,Inactive Investor,Barbara Moreno,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",bmoreno@sanctuarywealth.com,,Salesforce
11064596,Inactive Investor,Brandon Aldridge,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,brandon@ft.newyorklife.com,,Salesforce
10877666,Inactive Investor,Magdalena Lesmana,Senior Client Service Associate,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",magda.lesmana@raymondjames.com,,Salesforce
10905772,Inactive Investor,Jay Blumling,,"FBL Marketing Services, LLC West Lafayette IN 3451 Wyndham Way",,,Salesforce
9633096,,Bolaji. (Bo) Sofola MD,,,bso2114362@aol.com,,List import
10800122,Inactive Investor,Rembert Houser,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",rembert_houser@ml.com,,Salesforce
10963589,Inactive Investor,Edward Hays,Financial Advisor,Edward Jones Rancho Cucamonga CA 10535 Foothill Blvd,,,Salesforce
10924832,Inactive Investor,Fateen Moussa,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",fateen.moussa@nm.com,,Salesforce
238863,,Garett@urbanlandinc.com Mccorkle,,[Unknown],garett@urbanlandinc.com,,Organic Search
6015742,,Hillary Smith,,,nisexi1178@letpays.com,,Web Form Fillout
11073578,Inactive Investor,Tyler Listle,Investment Advisor Representative,"Brokers International Financial Services, LLC. Green Bay WI 611 Packerland Dr",tlistle@brokersifs.com,,Salesforce
9591791,,Pierre Le flour,,,pierre.leflour@hotmail.fr,,List import
10849793,Inactive Investor,Lynne Mallory,Managing Director,Edgewater Asset Management,lmallory@edgewaterasset.com,,Salesforce
9561299,,Joseph Demsey,,,jayme1988@yahoo.com,,List import
9607282,,Paul Newman,,,paul4now38@gmail.com,,List import
11054014,Inactive Investor,Todd Moritz,Chief Compliance Officer;Financial Planner;Owner,White Turf Financial LLC. Saint Paul MN Private Residence,,,Salesforce
10978046,Inactive Investor,Tyler Nelson,Associate,Edward Jones Harker Heights TX 302 Millers Xing,,,Salesforce
10646550,,Joseph Lembeck,,,joseph_lembeck@ubs.com,,List Import
1913655,,Stephen Carleton,,[Unknown],scarletonmedia@gmail.com,,
11174578,Inactive Investor,Michael Small,,Edward Jones Brandon FL 344 E Bloomingdale Ave,mike.small@edwardjones.com,,Salesforce
10999511,Inactive Investor,India Thomas-Johns,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",itjohns@financialguide.com,,Salesforce
239199,,gray.jack@yahoo.com Gray,,[Unknown],gray.jack@yahoo.com,,Direct
9589391,,Gary Lawrence,Owner,Pacific Global Advisory Group LLC,glawrence@pacificfinancialltd.com,,List Import
11056511,Inactive Investor,Frank Eilbacher,Division Leader,PFS Investments Inc. Sykesville MD 7566 Main St,feilbacher@primerica.com,,Salesforce
11053837,Inactive Investor,Seth Lippincott,,United Planners' Financial Services of America A Limited Partner Tulare CA Private Residence,,,Salesforce
9582044,,Jennifer Hartman,,,jhartman@greenleaf-fg.com,,List import
10959659,Inactive Investor,Clementine Cigna,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,clementine.cigna@fmr.com,,Salesforce
10828533,Inactive Investor,Theodore Burkhart,,Cary Street Partners San Antonio TX 13750 San Pedro Ave,tburkhart@carystreetpartners.com,,Salesforce
10619606,,Mark Holmertz,,,mholmertz@inspirionwealth.com,,List Import
11002231,Inactive Investor,Stephanie Limar,,PFS Investments Inc. Ontario CA 1801 Excise Ave,stephanieinonog@primerica.com,,Salesforce
229127,,Ellis Poyntz -,,Ellis Poyntz [[Unknown]],ehpoyntz88@gmail.com,,
11230339,Inactive Investor,Donald Oft,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,djoft@ft.newyorklife.com,,Salesforce
10614887,,John Ahart,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President",,john.ahart@morganstanley.com,,List Import
10456666,,Ebony Pearson,,,pearsone567@gmail.com,,Web Form Fillout
11132333,Inactive Investor,Brian Sullivan,Financial Advisor;Institutional Consulting Analyst;Product Manager;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley,,,Salesforce
10905438,Inactive Investor,Brad James,Financial Advisor,LPL Financial LLC Lubbock TX 3309 67th St,brad.james@lpl.com,,Salesforce
10904351,Inactive Investor,Jing Lee,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,jing.lee.pbdf@statefarm.com,,Salesforce
10489066,,Jennifer Snee,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",jennifer.e.snee@ampf.com,972-244-5736,List Import
10869894,Inactive Investor,George Jorgensen,,"Cambridge Investment Research, Inc. Tyler MN 245 N Tyler St",gjorgensen@cambridgesecure.com,,Salesforce
11024058,Inactive Investor,Eliza Co,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",eliza.co@tfaconnect.com,,Salesforce
206093,,Alan Smithson,,[Unknown],alan@metavrse.com,,source
11184126,Inactive Investor,Christopher Frederick,,"Spire Securities, LLC Knoxville TN 800 S Gay St",,,Salesforce
11185732,Inactive Investor,Kevin Draeger,,Country Capital Management Company,kevin.draeger@countryfinancial.com,,Salesforce
10919610,Inactive Investor,Christopher Francese,,J.P. Morgan Securities LLC Staten Island NY 230 Arden Ave,christopher.francese@jpmorgan.com,,Salesforce
9553156,,Alka Oberoi,,,alka@lewmllc.com,,List import
27574,,Jonathan Epstein,,CDM Fitness Holdings,jonathan@fitearth.com,508-801-2188,
11090359,Inactive Investor,Spencer Jeanlouis,Investment Advisor,Fisher Investments,,,Salesforce
9588127,,Mark Kennedy,,,mkennedy@4frontcapitalpartners.com,,List import
11121114,Inactive Investor,Lauchlin Hines,,Thurston Springer Financial Campobello SC Private Residence,,,Salesforce
10930195,Inactive Investor,Germaine Harris,Financial Advisor,LPL Financial LLC Chicago IL 320 S Canal St,germaine.harris@lpl.com,,Salesforce
11183242,Inactive Investor,Kathryn Snider,,"U.S. Bancorp Investments, Inc. Grand Forks ND 600 Demers Ave",kathryn.snider@usbank.com,,Salesforce
11170767,Inactive Investor,Deborah Ellis,,PFS Investments Inc. New Bern NC 1406 Neuse Blvd,deborah.ellis@primerica.com,,Salesforce
9630317,,Donato Consoli,,,alconsoli@gmail.com,,List import
10956514,Inactive Investor,Nicholas Tolerton,Financial Advisor,"Strategic Wealth Investment Group, LLC Garner NC Private Residence",ntolerton@swdgroup.com,,Salesforce
10658662,,Jonathan Risting,,,ristingj@stifel.com,,List Import
11143967,Inactive Investor,Brian Deblinger,Associate Client Relationship Manager;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",brian.deblinger@ml.com,,Salesforce
218004,,Stacy Turner,,[Unknown],stacytturner@gmail.com,,
10895849,Inactive Investor,David Reidenbach,,"Farmers Financial Solutions, LLC Alameda CA 2306 Central Ave",dreidenbach@farmersagent.com,,Salesforce
11183396,Inactive Investor,Kirk Pacatte,,"Wells Fargo Clearing Services, LLC",kirk.pacatte@wfadvisors.com,,Salesforce
10929604,Inactive Investor,Dawn Edwards,,NYLIFE Securities LLC Freeport NY 345 W Seaman Ave,dwedwards01@ft.newyorklife.com,,Salesforce
10991355,Inactive Investor,Michelle Pezzulo,Financial Advisor,Bentley Financial Group,,,Salesforce
10645932,,Scott Pollard,,,spollard@lincolninternational.com,,List Import
10938084,Inactive Investor,Eric Rodriguez,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,"WealthBuilders, LLC",eric@wealthbllc.com,,Salesforce
10805144,Inactive Investor,Jonathan Kendall,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,jon.kendall@ubs.com,,Salesforce
11174932,Inactive Investor,Gene Nadeau,,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
11200427,Inactive Investor,William Griffin,,Morgan Stanley Dallas TX 2121 N Pearl St,william.griffin@morganstanley.com,,Salesforce
10897714,Inactive Investor,Marilena Reyes-Rodriguez,,J.P. Morgan Securities LLC New York NY 230 Park Ave S,marilena.reyes-rodriguez@jpmorgan.com,,Salesforce
11043490,Inactive Investor,David Chamberlain,,"Hornor, Townsend & Kent, LLC Miami FL 8925 SW 148th St",dchamberlain@htk.com,,Salesforce
10879100,Inactive Investor,Felix Urena,,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,felix.urena@jpmorgan.com,,Salesforce
10993662,Inactive Investor,Vahe Nazarian,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10510493,,Lauren Mack,Vice President,Morgan Stanley Investment Management,lauren.mack@morganstanley.com,,List Import
11221595,,Kathleen Lee,,,klee@firstrepublic.com,,List Import
11146227,Inactive Investor,Guillermo Ramirez,,"U.S. Bancorp Investments, Inc. San Diego CA 16880 Bernardo Center Dr",guillermo.ramirez1@usbank.com,,Salesforce
11076703,Inactive Investor,Brian Smith,Portfolio Advisor,"Acropolis Investment Management, L.L.C.",,,Salesforce
11070590,Inactive Investor,Davis Masella,,Edward Jones Englewood FL 501 S Indiana Ave,davis.masella@edwardjones.com,,Salesforce
10796909,Inactive Investor,Michael Bapis,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC,mbapis@rockco.com,,Salesforce
11117811,Inactive Investor,Ryan Mosca,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11161481,Inactive Investor,Curtis Ostler,,"Allstate Financial Services, LLC Riverton UT 14241 S Redwood Rd",,,Salesforce
10989000,Inactive Investor,Chloe Williams,,"Osaic FA, Inc. La Jolla CA 4250 Executive Sq",chloe.williams@lfg.com,,Salesforce
10923874,Inactive Investor,Jordon Wertheimer,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",j.w@nm.com,,Salesforce
10614060,,Lyne Craig,Financial Advisor,,lyne.craig@wellsfargoadvisors.com,,List Import
10843677,Inactive Investor,Richard Mokosak,Chief Compliance Officer;Managing Member;Partner;President;Principal;Wealth Management Advisor,"Mokosak Advisory Group, LLC",frank@mokosakag.com,,Salesforce
232824,, -,,[Unknown],thachic2b01@gmail.com,,
10935315,Inactive Investor,Jeremiah Dellas,,LPL Financial LLC Saint Louis MO 2190 S Mason Rd,jeremiah.dellas@lpl.com,,Salesforce
10849386,Inactive Investor,Andrew Levy,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Scottsdale AZ 14636 N Scottsdale Rd,andrew.levy@opco.com,,Salesforce
10773915,Inactive Investor,Peter Marzullo,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",peter.d.marzullo@wellsfargoadvisors.com,,Salesforce
9592154,,Christopher Brown,,,cbrown@falegacy.com,,List import
10951329,Inactive Investor,William Rappo,Financial Consultant,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",william.rappo@equitable.com,,Salesforce
10953590,Inactive Investor,Patrick Jones,Financial Advisor,Edward Jones Brunswick GA 1430 Newcastle St,patrick.jones@edwardjones.com,,Salesforce
10889510,Inactive Investor,Jared Colao,Financial Advisor,Edward Jones New Port Richey FL 10720 State Road 54,jared.colao@edwardjones.com,,Salesforce
9551224,,Vi Dang,,,vivatuancan@gmail.com,,List import
11182313,Inactive Investor,S. Bean,Chief Executive Officer;Elected Manager;Partner,Private Advisory Group LLC,,,Salesforce
11197054,Inactive Investor,Lindsay Greenberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 5862 Baum Blvd",,,Salesforce
11017376,Inactive Investor,Dustin Hatfield,,"Sanctuary Securities, Inc. Montgomery AL 4137 Carmichael Rd",dhatfield@sanctuarywealth.com,,Salesforce
10796311,Inactive Investor,Kenneth Jamerson,Financial Advisor;Financial Planning Specialist;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Richmond VA 901 E Byrd St,kenneth.jamerson@morganstanley.com,,Salesforce
11048100,Inactive Investor,Scott Hacker,,NYLIFE Securities LLC Butler PA 145 Rennick Rd,shacker@ft.newyorklife.com,,Salesforce
11260657,Inactive Investor,Katelynn Thien,,Evercore Group L.L.C.,,,Salesforce
10942015,Inactive Investor,Jeffrey Olenych,,NYLIFE Securities LLC Ford City PA 935 4th Ave,jolenych@ft.newyorklife.com,,Salesforce
10976165,Inactive Investor,Mauro Bottoni,,"Avantax Investment Services, Inc. Manlius NY 320 Fayette St",,,Salesforce
11000788,Inactive Investor,Jordana Pham,,Edward Jones,,,Salesforce
10973819,Inactive Investor,Thomas Much,,J.P. Morgan Securities LLC Longmont CO 1111 S Hover St,thomas.much@jpmorgan.com,,Salesforce
9561698,,Braw Ken,,,brawken.glazzes@gmail.com,,List import
10852305,Inactive Investor,Brianne Hightshoe,Registered Client Associate,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",brie.hightshoe@rbc.com,,Salesforce
10860440,Inactive Investor,Matthew Stegman,,"Osaic Wealth, Inc. Weeki Wachee FL 17348 Nicasio Jay Ave",,,Salesforce
225519,,Enrique -,,[[Unknown]],capitandejanon@yahoo.com,,Initial Salesforce Import
11128942,Inactive Investor,Jonathan Coulter,,"Raymond James Financial Services, Inc. Portland OR 6855 SW Baylor St",jonathan.coulter@raymondjames.com,,Salesforce
11115555,Inactive Investor,Tara Coy,Registered Academy Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaverton OR 12280 SW Canyon Rd",tara.coy@ml.com,,Salesforce
10611675,,John Esposito,Financial Advisor,,jesposito@dimatteofinancial.com,,List Import
10645579,,Brian Weinstein,,,bweinstein@williamblair.com,,List Import
10979682,Inactive Investor,Victoria Hays,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10956755,Inactive Investor,Charles Mobley,,Cetera Advisor Networks LLC Griffin GA Private Residence,charles.mobley@ceterawealth.com,,Salesforce
10933305,Inactive Investor,Mary Walsh,,State Farm VP Management Corp. Rochester NY 630 East Ave,mary.walsh.qugk@statefarm.com,,Salesforce
11205593,Inactive Investor,Brittany Crossman,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",brittany.crossman@ml.com,,Salesforce
10596594,,Jeffrey Campbell,,,jcampbell@lincolninvestment.com,,Web Form Fillout
10840282,Inactive Investor,Taylor Hobgood,Financial Advisor,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,thobgood@rwbaird.com,,Salesforce
11026403,Inactive Investor,Justin Josephs,Associate Wealth Advisor,"Beacon Pointe Advisors, LLC Bala Cynwyd PA 333 E City Ave",jjosephs@beaconpointe.com,,Salesforce
11018473,Inactive Investor,Angus Wynne,,J.P. Morgan Securities LLC Austin TX 9739 Great Hills Trl,,,Salesforce
10923516,Inactive Investor,Jamie Wright,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
9569120,,Benjamin Kaminash,,,ben@kaminash.com,,List import
10753574,Inactive Investor,Peter Engstrom,Financial Consultant,"Associated Investment Services, Inc. Mukwonago WI 707 N Rochester St",peter.engstrom@associatedbank.com,,Salesforce
11192357,Inactive Investor,Daniel Mcenroe,Chief Compliance Officer;Co-Founder;Senior Managing Director,Azimuth Capital Management,dmcenroe@azimuthcap.com,,Salesforce
11157942,Inactive Investor,Tracy Manson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",tracy_manson@ml.com,,Salesforce
11039700,Inactive Investor,Thomas Bair,Investment Advisor Representative,PFS Investments Inc. Salinas CA 1582 Moffett St,thomas.bair@primerica.com,,Salesforce
10864630,Inactive Investor,Eric Sams,,"Raymond James Financial Services, Inc. Grass Valley CA 1793 E Main St",eric.sams@raymondjames.com,,Salesforce
11088840,Inactive Investor,Renee Degner,Specialist,"Raymond James & Associates, Inc.",renee.degner@raymondjames.com,,Salesforce
11016631,Inactive Investor,Nisha Brushaber,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,,,Salesforce
9569302,,Ronald Schieck,,,ronald.schieck@securitiesamerica.com,,List import
11193646,Inactive Investor,Kevin Young,Senior Portfolio Manager;Senior Vice President - Investments,UBS Financial Services Inc. Newtown PA 411 S State St,kevin.young@ubs.com,,Salesforce
11083000,Inactive Investor,Donald Wallace,Managing Director,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,,,Salesforce
10927793,Inactive Investor,Aline Bowen,,LPL Financial LLC Massapequa NY 678 Broadway,aline.bowen@lpl.com,,Salesforce
10928422,Inactive Investor,Cole Jankovich,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11001132,Inactive Investor,Michael Keating,,Rockefeller Financial LLC,mkeating@rockco.com,,Salesforce
10857387,Inactive Investor,Shawn Villalovos,,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",shawn.villalovos@tfaconnect.com,,Salesforce
10615195,,Thomas McCarrick,Financial Advisor,,thomas.mccarrick@morganstanley.com,,List Import
11024942,Inactive Investor,Adam Steiger,,PFS Investments Inc. La Crosse WI 601 7th St N,asteiger@primerica.com,,Salesforce
9576725,,michael perri,,,mikemperri@gmail.com,,List import
10876533,Inactive Investor,Michael Hasbach,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",michael.hasbach@ml.com,,Salesforce
11184754,Inactive Investor,Jeffery Margalus,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10865401,Inactive Investor,William Barnes,Financial Advisor,LPL Financial LLC Laguna Niguel CA 29231 Kestrel Ln,preston.barnes@lpl.com,,Salesforce
9577796,,Don White,,,donwhite3@yahoo.com,,List import
11052670,Inactive Investor,James Ellison,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
10775677,Inactive Investor,Wiley Kite,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,wiley.kite@fidelity.com,,Salesforce
10753390,Inactive Investor,Brian Lee,Financial Advisor,Morgan Stanley Fresno CA 5250 N Palm Ave,,,Salesforce
244489,,Evan Leaphart,Founder,Kiddie Kredit,evan@kiddiekredit.com,305 4582528,Manual List Upload
11063743,Inactive Investor,Reid Haislip,,PNC Investments Pittsburgh PA 249 5th Ave,reid.haislip@pnc.com,,Salesforce
11048047,Inactive Investor,Glen Sharapata,,"Pruco Securities, LLC. Des Plaines IL 10275 W Higgins Rd",glen.sharapata@prudential.com,,Salesforce
11108320,Inactive Investor,Travis Morse,Assistant Branch Manager;Associate Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Battle Creek MI 15164 Helmer Rd S,tmorse@janney.com,,Salesforce
10494578,,Richard Stroud,"Chief Compliance Officer, Investment Advisor Representative, Owner",Stroud Investment Consulting,harangle9@live.com,,List Import
10964937,Inactive Investor,Fabio Purita,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Jefferson Station NY 911 Patchogue Rd",fabio.purita@ml.com,,Salesforce
180112,,cindy lee,,[Unknown],cincin13579@gmail.com,,Organic Search
11054658,Inactive Investor,James Hansen,,"Osaic Wealth, Inc. Lake Forest Park WA Private Residence",,,Salesforce
11058748,Inactive Investor,Andrew Weinberg,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,andrew.weinberg@fidelity.com,,Salesforce
10756038,Inactive Investor,Duncan Chun,Wealth Advisor,LPL Financial LLC Honolulu HI 220 S King St,duncan.chun@lpl.com,,Salesforce
10788822,Inactive Investor,James Bernard,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",bernardj@stifel.com,,Salesforce
10953039,Inactive Investor,Michelle Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10757717,Inactive Investor,Raymond Emond,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",raymond_emondjr@ml.com,,Salesforce
9636589,,Jennifer Benz,,,jbenz@segaladvisors.com,,List import
10765582,Inactive Investor,Samuel Runyan,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Cheyenne WY 1802 Dell Range Blvd",sam.runyan@schwab.com,,Salesforce
10771630,Inactive Investor,Allison Sharpe,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",allison.p.sharpe@ml.com,,Salesforce
11198430,Inactive Investor,Janna Deegan,Chief Compliance Officer;Vice President,"Opus Financial Advisors, Inc.",janna@opusfa.com,,Salesforce
113237,,Kenneth Pollard,Managing Director,"CIBC Private Wealth Advisors, Inc.",kpollard@atlantictrust.com,312-368-7773,
11042140,Inactive Investor,Kathleen Fortoul,,J.P. Morgan Securities LLC Paramus NJ 115 W Century Rd,,,Salesforce
11161932,Inactive Investor,Barbara Moore,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",barbara.moore@aretewealth.com,,Salesforce
9587667,,Ed Miranti,,,esm2162@tc.columbia.edu,,List import
10647145,,Samuel Jones,,,sam@allseasonfunds.com,,List import
9614576,,Misako Ogawa,,,info@sc-assets.io,,List import
9586512,,Mark Allen,,,mark@allencapgroup.com,,List import
10835316,Inactive Investor,Jay Bluestine,Chief Executive Officer;Chief Investment Officer;Founder;Managing Member;Managing Principal;Regulatory Contact,"Blue Square Asset Management, LLC",jay@bluesquarewealth.com,,Salesforce
10956222,Inactive Investor,Barbara Anderson,Financial Advisor,LPL Financial LLC Harrisburg PA Private Residence,barbara.anderson@lpl.com,,Salesforce
10867721,Inactive Investor,Andrew Bos,Chief Compliance Officer;Financial Advisor;Managing Member;President,"Eastown Financial Advisors, LLC",andy@eastownfinancial.com,,Salesforce
9576662,,Jesus Vargas,,,supermanchui@icloud.com,,List import
10820675,Inactive Investor,Whittaker Mack,Executive Director,J.P. Morgan Securities LLC Hastings on Hudson NY 565 Warburton Ave,whittaker.mack@jpmorgan.com,,Salesforce
10855399,Inactive Investor,Jennifer Chesini,Chief Compliance Officer;Founding Partner;Managing Member,"Cerro Pacific Wealth Advisors, LLC",jenni@cerrowealth.com,,Salesforce
10685818,,Manuel Martinez,,,martinez123@hotmail.com,,Web Form Fillout
9561689,,Stephan Hodge,,,shodge@massmutual.com,,List import
11178376,Inactive Investor,Jeffrey Saran,,LPL Financial LLC Latham NY 1187 Troy Schenectady Rd,jeffrey.saran@lpl.com,,Salesforce
341312,,David Irving,Director,Dws Investments Australia Limited,dirving@australia.db.com,011-612-82581234,Manual List Upload
10659126,,Joseph Singleton,,,joseph.singleton@jpmorgan.com,,List Import
9572774,,Michael Adams,,,madams@bamfunds.com,,List import
10881895,Inactive Investor,Elene Jalagonia,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10754375,Inactive Investor,Charles Gadziala,,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,charles.gadziala@ubs.com,,Salesforce
10881747,Inactive Investor,William Cuba,,"Osaic Wealth, Inc. Du Bois PA 100 Meadow Ln",,,Salesforce
11115273,Inactive Investor,Chataignia Pointer,,PFS Investments Inc. Richardson TX 661 N Plano Rd,cpointer@primerica.com,,Salesforce
9644493,,Jaenam Kang,,,sannam7@naver.com,,List import
5941278,,Michael Martinez,,,michaelmtz1980@gmail.com,,Web Form Fillout
321845,,Choudhary Ali,,Microfast Global Limited,toptradeing@hotmail.com,,Manual List Upload
10840464,Inactive Investor,Douglas Brenneman,Investment Advisor;Managing Member,"Brenneman Investment Adviser, LLC",,,Salesforce
9567282,,Raymond Fan,,,fanraymond@gmail.com,,List import
10769373,Inactive Investor,Eric Newman,Options Principal;Regulatory Contact,Dominari Securities LLC,enewman@dominarisecurities.com,,Salesforce
11021584,Inactive Investor,Jennifer Nielsen,Financial Planner;Retirement Counselor,"Timpanogos Financial Advisors, Inc.",,,Salesforce
11024052,Inactive Investor,Ryan Clodfelter,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
10976687,Inactive Investor,Thomas Bednarik,,"Osaic Wealth, Inc.",,,Salesforce
9623344,,Francisco Estrada,,,alt.sz8n@gmail.com,,List import
9578484,,Daniel Cesta,,,daniel.cesta@pwmgi.com,,List import
10615758,,Yan Bellantoni,,,yan.bellantoni@ampf.com,,List Import
11094256,Inactive Investor,Bradley Dantzler,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
11121969,Inactive Investor,Eric Matthews,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",ematthews@ml.com,,Salesforce
10944850,Inactive Investor,Anita Gashi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anita.gashi@jpmorgan.com,,Salesforce
9590820,,Neil Riordan,,,neil.riordan@gerdingedlen.com,,List import
11254666,Inactive Investor,Paul Manion,,"M Holdings Securities, Inc. Allentown PA 600 Hamilton St",,,Salesforce
10846306,Inactive Investor,Scott Cunningham,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",scott.cunningham1@wellsfargoadvisors.com,,Salesforce
10924855,Inactive Investor,Charles Wimbish,Financial Advisor,LPL Financial LLC Martinsville VA 22 E Church St,charles.wimbish@lpl.com,,Salesforce
10657077,,Grant Macuba,,,grant.macuba@lpl.com,,List Import
10767077,Inactive Investor,Michael Martin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",,,Salesforce
10964726,Inactive Investor,Dulcie Schasteen,,NYLIFE Securities LLC Waco TX 823 Washington Ave,dschasteen@ft.newyorklife.com,,Salesforce
11211141,Inactive Investor,Jesus Gutierrez,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Laredo TX 10611 McPherson Rd",jesus.gutierrez@wellsfargoadvisors.com,,Salesforce
9618317,,Matthew McKean,,,mmckean@gratiacapital.com,,List import
10862387,Inactive Investor,Robin Fenn,,"Raymond James Financial Services, Inc. Helotes TX 14239 Old Bandera Rd",robin.fenn@raymondjames.com,,Salesforce
10477021,,TDNs TOP DOMAIN NAMEs,,,email@tdns.top,,Web Form Fillout
10851075,Inactive Investor,Linden Gould,Wealth Advisor,G. A. Repple & Company,linden@garepple.com,,Salesforce
10755956,Inactive Investor,Jayna Peterson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",jayna.peterson@ml.com,,Salesforce
9576832,,Steven Gaynor,,,gaynors@live.com,,List import
10837015,Inactive Investor,Elizabeth Dignum,,Commonwealth Financial Network Fort Worth TX 4816 Bryant Irvin Ct,edignum@commonwealth.com,,Salesforce
9623700,,Paul Putes,,,majorprp@yahoo.com,,List import
11003308,Inactive Investor,Mathilda Spiers,Registered Associate,LPL Financial LLC Prt Richey FL Private Residence,mathilda.spiers@lpl.com,,Salesforce
9547683,,Mark Trumm,,,farmerlumpy@hotmail.com,,List import
340955,,Parag Bordia,Senior Vice President Chicago,Antares Capital Advisers Llc,parag.bordia@antares.com,312-889-9920,Manual List Upload
9576244,,Michelle Simmons,,,michelle@gagnonsec.com,,List import
10925599,Inactive Investor,Sandra Youssef,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
6646377,,Jahsngir alsm Alam,,,jahangir.mj574@gmail.com,,Web Form Fillout
11187341,Inactive Investor,Matthew Michael,Financial Advisor,LPL Financial LLC Paradise Valley AZ 6720 N Scottsdale Rd,matthew.michael@lpl.com,,Salesforce
10766072,Inactive Investor,Shelby Feurtado,Financial Advisor,"Raymond James & Associates, Inc. Fort Smith AR 6501 Phoenix Ave",shelby.feurtado@raymondjames.com,,Salesforce
11107923,Inactive Investor,Henry Lammert,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
9547598,,John Sherman,,,sherman7175@att.net,,List import
10923824,Inactive Investor,John Ricketts,,LPL Financial LLC Blissfield MI 204 E Jefferson St,john.ricketts@lpl.com,,Salesforce
10985736,Inactive Investor,Douglas Molnar,,J.P. Morgan Securities LLC Parlin NJ 7 Ernston Rd,douglas.molnar@jpmorgan.com,,Salesforce
11137688,Inactive Investor,Joseph Nally,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Greeley CO 2015 Clubhouse Dr",,,Salesforce
11151197,Inactive Investor,Christopher Wilcox,Financial Advisor;Vice President,Morgan Stanley Dallas TX 2121 N Pearl St,ty.wilcox@morganstanley.com,,Salesforce
10845178,Inactive Investor,Charlene Morrow,,"American Portfolios Financial Services, Inc. Orchard Park NY 4211 N Buffalo Rd",cmorrow@americanportfolios.com,,Salesforce
10964259,Inactive Investor,Christopher Burke,,Azimuth Capital Management,cburke@azimuthcap.com,,Salesforce
806,,,,,haroldjackson@250okcorp.com,,
10999922,Inactive Investor,Verna Carter,,PFS Investments Inc. Jenkintown PA 261 Old York Rd,vernam.johnson@primerica.com,,Salesforce
11112454,Inactive Investor,James Walker,Branch Manager;Managing Director - Investments,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,,,Salesforce
11206342,Inactive Investor,Nicholas Festino,Financial Advisor,Edward Jones Houston TX 19500 State Hwy 249,nicholas.festino@edwardjones.com,,Salesforce
11076285,Inactive Investor,Allison Rumschik,Investment Advisor;Principal,Sycamore Financial Group,arumschik@sycamoreweb.com,,Salesforce
9558734,,Robert Klingbiel,,,rklingbiel@gwnsecurities.com,,List import
10859218,Inactive Investor,Joshua Steele,Financial Advisor,Edward Jones Hoquiam WA 817 Simpson Ave,josh.steele@edwardjones.com,,Salesforce
11145655,Inactive Investor,Scott Davis,Director - Alternative Investments;Executive Director;Financial Advisor;Financial Planning Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",scott.e.davis@morganstanley.com,,Salesforce
11010425,Inactive Investor,Charn Amornvut,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",charn.amornvut@tfaconnect.com,,Salesforce
11134417,Inactive Investor,Marcus Morris,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,marcus.morris@jpmorgan.com,,Salesforce
10830319,Inactive Investor,Beth Mahanger,Family Wealth Director;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,beth.prudence@morganstanley.com,,Salesforce
11176213,Inactive Investor,Gregory Czarnecky,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",greg.czarnecky@schwab.com,,Salesforce
164979,,Minoo Mistry,,[Unknown],mminoo@gmail.com,,
11194464,Inactive Investor,Richard Lyon,,State Farm VP Management Corp. Denver NC 7490 Waterside Crossing Blvd,,,Salesforce
11165651,Inactive Investor,Amir Ben Jonathan,,Perella Weinberg Partners LP,aben-jonathan@pwpartners.com,,Salesforce
11173249,Inactive Investor,David Hopkins,Financial Advisor,Edward Jones Virginia Beach VA 5301 Providence Rd,dave.hopkins@edwardjones.com,,Salesforce
335384,,Jo Wood,Board Of Standards Member,Center For Wealth Management Advisory,joann.wood@lpl.com,513-407-5430,Manual List Upload
9579792,,Arjun Gupta,,,arjun.gupta@gmail.com,,List import
10799378,Inactive Investor,Gregory Smith,General Partner;Partner;Research Analyst,"L. Roy Papp & Associates, LLP",,,Salesforce
11137865,Inactive Investor,Jiri Iglesias Farinas,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,,,Salesforce
11140074,Inactive Investor,Mateo Romero Riveros,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
166977,,Will Lepore,,[Unknown],will.lepore@gmail.com,,
10781076,Inactive Investor,Scott Wilson,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
11019100,Inactive Investor,Mariela Piedra Jimenez,,J.P. Morgan Securities LLC Tempe AZ 830 S Mill Ave,mariela.piedra-jimenez@jpmorgan.com,,Salesforce
11184148,Inactive Investor,Richard Juracka,Financial Advisor;Senior Vice President,Morgan Stanley Bayside NY Private Residence,richard.juracka@morganstanley.com,,Salesforce
10765854,Inactive Investor,Julianna Miller,Senior Client Service Associate,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,julianna.miller@ubs.com,,Salesforce
10786837,Inactive Investor,Russell Clark,,"N.I.S. Financial Services, Inc.",,,Salesforce
10692212,Active Investor,Alexander Rajovic,,Alexander Rajovic,,,Salesforce
10862222,Inactive Investor,Donald Mattersdorff,Founder;Managing Member,D. Mattersdorff LLC,donald.mattersdorff@mattersdorff.com,,Salesforce
352682,,Josh Englund,Wealth Advisor,"Nepsis, Inc.",jenglund@investwithclarity.com,952-746-2003,Manual List Upload
11187066,Inactive Investor,Daniel Schwamb,,"Kestra Investment Services, LLC",daniel.schwamb@kestrafinancial.com,,Salesforce
373095,,Alex Karis,,[Unknown],akaris@innovaretelecom.com,,source
10915905,Inactive Investor,Contessa Robins,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",contessa.robins@ml.com,,Salesforce
11158469,Inactive Investor,Mindy Kirby,,Kovack Securities Inc. Rowlett TX 4418 Meadowcove Dr,,,Salesforce
11209453,Inactive Investor,John Schnorr,Chief Executive Officer;Founder;President,Brookstone Capital Management LLC Plano TX 6010 W Spring Creek Pkwy,,,Salesforce
10612001,,Karl Rozak,"Executive Director, Financial Advisor",,karl.rozak@opco.com,,List Import
11110166,Inactive Investor,Shawntia Moore,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,,,Salesforce
10889640,Inactive Investor,Anthony Sanchez,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",anthony.r.sanchez@bofa.com,,Salesforce
9578660,,Steven Schaefer,,,sschaefer@graycliffpartners.com,,List import
10883280,Inactive Investor,Autumn Smith,Financial Advisor,LPL Financial LLC Nunda NY 6 State St,autumn.smith@lpl.com,,Salesforce
10843882,Inactive Investor,Joseph Spanfelner,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",joseph.t.spanfelner@ampf.com,,Salesforce
9583960,,Tom Zalinksi,,,elsiezalinski@gmail.com,,List import
10936523,Inactive Investor,Mark Derosa,,"Cambridge Investment Research, Inc. Lynbrook NY 20 Blake Ave",,,Salesforce
9556697,,Stephen Philip,,,sphilip@zacks.com,,List import
9547094,,warwick holland,,,warwickholland@icloud.com,,List import
11183611,Inactive Investor,Maria Salas,,PFS Investments Inc. Lodi NJ 89 US Hwy 46 W,maria.salas@primerica.com,,Salesforce
11089139,Inactive Investor,Mark Chenian,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,mark.chenian@ubs.com,,Salesforce
10919114,Inactive Investor,John Panter,Chief Compliance Officer;Founder;Investment Advisor Representative;President,"Plan To Invest Capital Management, Inc.",johnp@pticm.com,,Salesforce
10614926,,Thomas Koveleskie,"Financial Advisor, First Vice President - Wealth Management",,thomas.koveleskie@morganstanley.com,,List Import
11156049,Inactive Investor,Jill Lukehart,,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,jill.lukehart@lpl.com,,Salesforce
10990740,Inactive Investor,Thai Nguyen,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",thai.nguyen@valic.com,,Salesforce
11057689,Inactive Investor,Mitchell Ford,,Vanguard Marketing Corporation,mitchell_ford@vanguard.com,,Salesforce
11047521,Inactive Investor,Christopher Adams,,LPL Financial LLC Lawrence KS 4910 Corporate Centre Dr,,,Salesforce
9630586,,John Stenger,,,jgsten@hotmail.com,,List import
11183569,Inactive Investor,Zachary Martin,Financial Advisor;Staff Manager,"W&S Brokerage Services, Inc. West Chester OH 9050 Centre Pointe Dr",zachary.martin@wslife.com,,Salesforce
10996429,Inactive Investor,David Hurst,,"Wells Fargo Clearing Services, LLC Dothan AL 3051 Montgomery Hwy",,,Salesforce
10980412,Inactive Investor,Matthew Steiner,Financial Advisor,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",matthew.steiner@tiaa.org,,Salesforce
11189748,Inactive Investor,Erica Anderson,,"Allstate Financial Services, LLC",ericaanderson@allstate.com,,Salesforce
10984269,Inactive Investor,Clarke Long,Financial Advisor,"Clear Resource Group, LLC",clong@clearresourcegroup.com,,Salesforce
9594399,,Gray Webb,,,gray.webb@liquibit.io,,List import
10895636,Inactive Investor,Matthew Berault,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",matthew.berault@nm.com,,Salesforce
10888784,Inactive Investor,Ruben Smith,,LPL Financial LLC San Clemente CA 2753 Camino Capistrano,ruben.smith@lpl.com,,Salesforce
10494301,,Mark Patton,"Chief Compliance Officer, Corporate Secretary, Director, Founder, President, Shareholder, Treasurer",Patton Wealth Advisors,mark@pattonfunds.com,,List import
10908617,Inactive Investor,Heather Dunfey,,Commonwealth Financial Network Penfield NY 481 Penbrooke Dr,,,Salesforce
10820859,Inactive Investor,Harrison Steinwald,Chief Financial Officer;Financial Advisor;FINOP;Wealth Advisor,"Trubee Wealth Advisors, Inc.",hsteinwald@trubeecollins.com,,Salesforce
10867845,Inactive Investor,Lawrence Cook,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,lawrence.cook@primerica.com,,Salesforce
110566,,David Hixson,,Doh CPA pa,hixpix26@gmail.com,9542954791,
9618781,,Berman Max,,,berman.max@citadel.com,,List import
499,,,,,bobsmith@2fiftyok.com,,
10840943,Inactive Investor,Timothy Dillon,,"Northwestern Mutual Investment Services, LLC Muskegon MI 800 E Ellis Rd",timothy.dillon@nm.com,,Salesforce
10766440,Inactive Investor,Corinne Carroll,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,corinne.carroll@ubs.com,,Salesforce
11142551,Inactive Investor,Bridget Sullivan,,Morgan Stanley New York NY 55 E 52nd St,bridget.sullivan@morganstanley.com,,Salesforce
10604190,,Mike Torrey,Financial Advisor,TNT Financial Services LLC,mtorrey@tntfinancialservicesllc.com,5713324739,List Import
11024300,Inactive Investor,Christopher McCarthy,,"RBC Capital Markets, LLC",chris.mccarthy@rbccm.com,,Salesforce
9569498,,Michelle Brophy,,,mbrophy@hilltop-park.com,,List import
11082948,Inactive Investor,Adam Warkenthien,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Highland Park IL 1921 Saint Johns Ave",,,Salesforce
10933243,Inactive Investor,Sean Koutsakis,,LPL Financial LLC Denver CO 2 Steele St,sean.koutsakis@lpl.com,,Salesforce
11197845,Inactive Investor,Drew Breittholz,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11009062,Inactive Investor,Shane Dayton,,"Pruco Securities, LLC. South Jordan UT 2517 W Windsor Manor Ct",shane.dayton@prudential.com,,Salesforce
11082766,Inactive Investor,Mayra Hernandez,,PFS Investments Inc. Lombard IL 555 Waters Edge,hernandez.mayraloreli@primerica.com,,Salesforce
10791915,Inactive Investor,Michael Rearden,Regional Vice President,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",michael.j.rearden@ampf.com,,Salesforce
11032441,Inactive Investor,Shannon Mcdonough,,"McDonough Capital Management, Inc.",shannon@mcdonoughcapital.com,,Salesforce
206297,,Allen Lai,,msft,allenplai@gmail.com,2023758409,
10661954,,Paul Furlow,,,pfurlow@dixonmidland.com,,List Import
10770592,Inactive Investor,Garrett Voge,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Juan Capistrano CA 32222 Camino Capistrano",garrett.voge@wellsfargoadvisors.com,,Salesforce
11015183,Inactive Investor,Joseph Fiorella,,"Allstate Financial Services, LLC Akron OH 696 Canton Rd",jfiorella@allstate.com,,Salesforce
11044270,Inactive Investor,Katherine Cuneo,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",katherine.cuneo@ml.com,,Salesforce
9575403,,Sheetal Khanna,,,skhanna@cms-advisors.com,,List import
11052993,Inactive Investor,Frank Yang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Milpitas CA 691 S Milpitas Blvd",frank.yang@tfaconnect.com,,Salesforce
350688,,Benjamin Lorello,"Global Head, Investment Banking & Capital Markets",Leucadia Asset Management Llc,blorello@jefferies.com,212-284-2300,Manual List Upload
10886899,Inactive Investor,John McGuire,,"OneAmerica Securities, Inc.",john.mcguire@oneamerica.com,,Salesforce
11168708,Inactive Investor,Robert Karr,,PFS Investments Inc. Largo FL 801 W Bay Dr,robert.karr@primerica.com,,Salesforce
9543167,,Thedailyvisionz. Gallardo,,,visionzable@thedailyvisionz.com,,List import
9628881,,zhang lei,,,645604964@qq.com,,List import
10927801,Inactive Investor,Thomas Walsh,,"Hazard & Siegel, Inc.",twalsh@hazardsiegel.com,,Salesforce
11201996,Inactive Investor,Gerald Stegenga,Shareholder,"Foresight Capital Management Advisors, Inc. Saline MI 1705 Woodland Dr",gstegenga@fcmadvisors.net,,Salesforce
10509993,,Joseph Caputo,,BWFA,jcaputo@bwfa.com,,List Import
9595298,,Todd Builione,,,todd.builione@kkr.com,,List import
11255298,Inactive Investor,Trevor Hodges,Chief Compliance Officer;Chief Operating Officer,"Sax Wealth Advisors, LLC",thodges@saxwa.com,,Salesforce
9629458,,Zakaria Mihoubi,,,zakaria.mihoubi@gmail.com,,List import
11196697,Inactive Investor,Kevin Parker,,"Investment Network, Inc.",kparker@invnetinc.com,,Salesforce
11029905,Inactive Investor,Taylor Pahnke,,NYLIFE Securities LLC Lakeville MN Private Residence,,,Salesforce
10695904,,Ed Ho,,ARENA INVESTORS LP,eho@arenafs.com,,List Import
11007677,Inactive Investor,Dakota Andrews,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11075188,Inactive Investor,Deanna Thompson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",deanna.thompson@ml.com,,Salesforce
236662,, -,,[[Unknown]],genieforce@protonmail.com,,
10805155,Inactive Investor,Matthew Hartnett,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",matthew_hartnett@ml.com,,Salesforce
9626642,,khalidgul Bhatti,,,kgbkhalidgul@gmail.com,,List import
10853236,Inactive Investor,Brendan Guilday,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",brendan.j.guilday@ml.com,,Salesforce
1686910,,Haji Amjad,,[Unknown],amjad69800@gmail.com,,
10985750,Inactive Investor,Natalie Beaini,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,,,Salesforce
10646438,,Aaron Schettler,,,aschettler@infinexgroup.com,,List Import
11193785,Inactive Investor,Ariel Juarez,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,ajuarez@primerica.com,,Salesforce
8719672,,karim elbaze,,,karimelbaze@gmail.com,,Web Form Fillout
11052865,Inactive Investor,Regina Tavares,Executive Director;Managing Director,UBS Financial Services Inc. Miami FL 550 Biltmore Way,regina.tavares@ubs.com,,Salesforce
10898288,Inactive Investor,James Gallagher,Financial Advisor,Edward Jones Prince George VA 4701 Owens Way,,,Salesforce
11114692,Inactive Investor,Mary Joanna Rose Pili,,"Rhodes Securities, Inc.",,,Salesforce
166276,,Edward Stubbs,,[Unknown],edwardjstubbs@gmail.com,,Paid Social
10879883,Inactive Investor,Kyle Jessen,,Goldman Sachs & Co. San Francisco CA 555 California St,kyle.jessen@gs.com,,Salesforce
11126514,Inactive Investor,Jeffrey Lloyd,Wealth Management Analyst,"Capital Investment Advisors, LLC Mountain Brook AL Private Residence",jlloyd@yourwealth.com,,Salesforce
10821576,Inactive Investor,Jason Cicioni,Financial Advisor,Edward Jones Cortland NY 21 Main St,jason.cicioni@edwardjones.com,,Salesforce
10760423,Inactive Investor,Daniel Plotinsky,,Morgan Stanley San Francisco CA 555 California St,daniel.plotinsky@morganstanley.com,,Salesforce
11143130,Inactive Investor,Jonathan Knudson,,"MML Investors Services, LLC Salt Lake City UT 746 E Winchester St",jknudson@financialguide.com,,Salesforce
10790537,Inactive Investor,Kenneth Durfee,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,kdurfee@pksinvest.com,,Salesforce
172552,,Sooyoung Kim,,[Unknown],nowon7771@naver.com,,
11067809,Inactive Investor,Wendy Valeri,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,wendy.lazott@fidelity.com,,Salesforce
11017310,Inactive Investor,Nathan Smith,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",,,Salesforce
11082022,Inactive Investor,James Stokes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",james_stokes@ml.com,,Salesforce
10659948,,Brandon Fairbanks,,,brandon.fairbanks@jpmorgan.com,,List Import
11093175,Inactive Investor,Donna Hlavacek,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",dhlavacek@financialguide.com,,Salesforce
10788914,Inactive Investor,Bharati Chanchani,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",bharati.chanchani1@wellsfargoadvisors.com,,Salesforce
10937205,Inactive Investor,Steven Cirenese,,"Empower Financial Services, Inc Seven Hills OH Private Residence",steven.cirenese@empower.com,,Salesforce
11057816,Inactive Investor,Christina Aguinaldo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",christina.aguinaldo@schwab.com,,Salesforce
9638935,,Wee Ghee Quah,,,quahweeghee@avanda.sg,,List import
248938,,Danesh Mistry,CEO,Investor First Advisors,danesh@investorfirstadvisors.com,,Manual List Upload
10943441,Inactive Investor,Gesa Jaravata,Chief Compliance Officer;Investment Advisor Representative;Operations,"Slow Capital, Inc.",gesa@slowcap.co,,Salesforce
9641769,,Nathan Southern,,,nathansouthern@hotmail.com,,List import
235734,, -,,[[Unknown]],bentleyannturner@gmail.com,,
11141328,Inactive Investor,Andrew Bewley,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",andrew.bewley@usbank.com,,Salesforce
10898680,Inactive Investor,Walker Williams,Managing Director;Senior Wealth Advisor,Lido Broomfield CO 26 Garden Ctr,wwilliams@lidoadvisors.com,,Salesforce
9570945,,Joshuah Tatro,,,jtatro@royalaa.com,,List import
11129758,Inactive Investor,Elise Kasapi,,Vanguard Marketing Corporation,elise_kasapi@vanguard.com,,Salesforce
11088127,Inactive Investor,Joseph Napolitano,Registered Principal,Gladstone Wealth Partners Boca Raton FL 2500 N Military Trl,joseph.napolitano@gladstonewealth.com,,Salesforce
4339557,Inactive Investor,Mike Goss,Field Consultant,Dimeo Schneider & Associates LLC,mgoss@dimeoschneider.com,(866) 466-9412,
10819056,Inactive Investor,Ausie Clement,Financial Advisor,Edward Jones Sheffield AL 201 E 4th St,lee.clement@edwardjones.com,,Salesforce
10848925,Inactive Investor,Zackary Smith,Financial Advisor,Robert W. Baird & Co. Incorporated Paducah KY 4730 Village Square Dr,zsmith@rwbaird.com,,Salesforce
9558605,,Marvin Blue,,,camila1979@yahoo.com,,List import
4363339,,Manoj Bhatnagar,,,manoj.a.bhatnagar@gmail.com,,Web Form Fillout
10795344,Inactive Investor,Craig Bingen,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3515 Plymouth Blvd",craig.l.bingen@ampf.com,,Salesforce
10999527,Inactive Investor,Geoffrey Miller,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10566137,,Jos Pol,,,jos.pol@nayt.io,,Web form fillout
11122364,Inactive Investor,Richard Wight,,UBS Financial Services Inc. Jamestown NY 201 W 3rd St,richard.wight@ubs.com,,Salesforce
10774290,Inactive Investor,Ryan O'Brien,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,ryan.obrien@fmr.com,,Salesforce
100402,,Graham Stanton,,ID Theory,graham@idtheory.io,,
10958319,Inactive Investor,Yoshika Kerr,,Cetera Investment Services LLC Honolulu HI 4211 Waialae Ave,,,Salesforce
10879944,Inactive Investor,Yanzhi Zhang,,Citigroup Global Markets Inc.,,,Salesforce
105214,,Maria Elena De Zarraga,,Investor,mezarraga@bellsouth.net,,
10825190,Inactive Investor,Brett Sharkey,Co-Founder;Managing Director;Managing Member,Three Bridge Wealth Advisors,brett@threebridgewa.com,,Salesforce
9632364,,Colema Myers,,,licensetocole@gmail.com,,List import
11048455,Inactive Investor,Aaron Pickert,Chief Investment Officer;Financial Advisor;President,Stewardship Capital,ajpickert@stewcap.com,,Salesforce
11088098,Inactive Investor,Baylee Shifflet,Financial Planner,"MBE Wealth Management, LLC Reedsburg WI 1136 E Main St",baylee.shifflet@mbewealth.com,,Salesforce
10951750,Inactive Investor,Troy Johnson,,"Farmers Financial Solutions, LLC Westminster CO 3489 W 72nd Ave",,,Salesforce
11139918,Inactive Investor,John Habing,Senior Investment Advisor,"CUSO Financial Services, L.P. Albuquerque NM 8321 Palomas Ave NE",jhabing@cusonet.com,,Salesforce
11081392,Inactive Investor,Donald Suckow,,"Osaic Wealth, Inc. Sheboygan WI 300 Audubon Rd",dsuckow@osaicwealth.com,,Salesforce
9558637,,Chad Gullett,,,chad.gullett@fmr.com,,List import
9618030,,Jason Prager,,,jprager@silverpointcapital.com,,List import
10983691,Inactive Investor,Camilo Garcia,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Armas Capital Management, LLC",cam@bravencapitalmanagement.com,,Salesforce
10611397,,Simon Oppliger,"Financial Advisor, Managing Director - Investments",,simon.oppliger@opco.com,,List Import
10804352,Inactive Investor,Harold Lawson,Financial Consultant,LPL Financial LLC Greenville SC 1006 E Butler Rd,harold.lawson@lpl.com,,Salesforce
10884972,Inactive Investor,Kaleb Frawley,Financial Advisor,Commonwealth Financial Network Richland Center WI 45 E Robb Rd,kfrawley@commonwealth.com,,Salesforce
11114756,Inactive Investor,Herbert Ludlam,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",herbert.ludlam@ml.com,,Salesforce
11048059,Inactive Investor,Kathryn McDonnell,,LPL Financial LLC Omaha NE 5310 S 139th Plz,,,Salesforce
10980568,Inactive Investor,Mark Lin,Chief Investment Officer,"Applied Research Investments, LLC",,,Salesforce
9608587,,Austin Mazurik,,,austinmazurik@gmail.com,,List import
10884349,Inactive Investor,Mark Halpin,Investment Consultant,"United Capital Management of Kansas, Inc. Gardner KS 345 N Moonlight Rd",,,Salesforce
10915190,Inactive Investor,Mark Graham,Senior Representative,PFS Investments Inc. Peekskill NY 8 John Walsh Blvd,mark.graham@primerica.com,,Salesforce
11032478,Inactive Investor,Ashley Lang,,Edward Jones Red Wing MN 525 Bush St,ashley.lang@edwardjones.com,,Salesforce
10907556,Inactive Investor,Andrew Carrell,,Country Capital Management Company Oak Forest IL 4845 167th St,andrew.carrell@countryfinancial.com,,Salesforce
10838046,Inactive Investor,Akbar Kassam,Financial Advisor;General Partner,Proactive Wealth Solutions LLC,akassam@pwsatlanta.com,,Salesforce
10845566,Inactive Investor,John Scott,,"Equitable Advisors, LLC High Point NC 4000 Piedmont Pkwy",john.scott@equitable.com,,Salesforce
10695852,,Milan Doshi,,"Doshi Consulting Solutions, Inc.",milan.doshi@doshisolutions.com,,List Import
70154,,Stuart Daniel,Principal,Seneca House Advisors,stuart@stonypointwealth.com,804-332-6574,Manual List Upload
10948846,Inactive Investor,Angelo Galloway,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",nate.galloway@schwab.com,,Salesforce
11230583,Inactive Investor,Tiffany Brown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11144618,Inactive Investor,Thomas McCue,Director - Business Strategy;Senior Vice President;Wealth Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,thomas.mccue@morganstanley.com,,Salesforce
10942896,Inactive Investor,Roger Phillis,,LPL Financial LLC Bloomington IL 2323 E Empire St,roger.phillis@lpl.com,,Salesforce
9549983,,Luca Casagrande,,,luca.t.casagrande@gmail.com,,List import
11065512,Inactive Investor,Teresa Navarro,,PFS Investments Inc. Lawndale CA 14829 Hawthorne Blvd,tnavarro@primerica.com,,Salesforce
11003695,Inactive Investor,Michael Kuperman,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10794245,Inactive Investor,Merwan Abssi,,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",merwan.abssi@wellsfargoadvisors.com,,Salesforce
10927985,Inactive Investor,Nicholas Baudo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10844048,Inactive Investor,Jason Firek,Managing Director,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",jason.firek@raymondjames.com,,Salesforce
10647757,,Derek Wolff,,,derek@wolff-financial.com,,List Import
9615695,,James Lovely,,,jameslovely@gmail.com,,List import
10846090,Inactive Investor,Holly Delfavero,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",holly.delfavero@raymondjames.com,,Salesforce
10799650,Inactive Investor,Bruce Usher,,NYLIFE Securities LLC Scottsdale AZ 8134 E Cactus Rd,bhusher@ft.newyorklife.com,,Salesforce
10978593,Inactive Investor,Amelia Ortega,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,asu16@primerica.com,,Salesforce
9591919,,Tega Odeleye,,,margaret.odeleye@gmail.com,,List import
10899524,Inactive Investor,Lonnie Mayer,Investment Advisor Representative,"Good Harbor Advisors, Inc.",lmayer@ghadvisors.com,,Salesforce
9582410,,Andrew Paine,,,apaine@gmail.com,,List import
11051791,Inactive Investor,Alain Brown,Investment Executive,"Fifth Third Securities, Inc. Indianapolis IN 5930 W 86th St",,,Salesforce
228223,,Christoffer Kolstad -,,Christoffer Kolstad [[Unknown]],zeekey90@gmail.com,,
10806312,Inactive Investor,Betsy Britton,Financial Advisor,"Principal Securities, Inc. Boyne City MI 1150 Boyne Ave",britton.betsy@principal.com,,Salesforce
11089882,Inactive Investor,Suzanne Ciaccio,,"P.J. Robb Variable, LLC Plantsville CT 142 Miller Farm Rd",,,Salesforce
11182143,Inactive Investor,Andrew Tiller,,State Farm VP Management Corp. Lutherville Timonium MD 2066 York Rd,,,Salesforce
9540623,,Damian Carollo,,Schonfeld Strategic,dcarollo@schonfeld.com,,3rd Party Lead Gen
11023876,Inactive Investor,Pei Liaw,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,claire.liaw@morganstanley.com,,Salesforce
10913945,Inactive Investor,Mark Molenaar,,"Parsonex Securities, Inc. Orange CA 333 City Blvd W",mark@parsonex.com,,Salesforce
10758434,Inactive Investor,Stephen Spiegle,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",stephen_spiegle@ml.com,,Salesforce
11056928,Inactive Investor,Tyler Ash,Senior Relationship Manager - Private Client;Vice President,TD Private Client Wealth LLC Boston MA 200 State St,tyler.ash@td.com,,Salesforce
10917150,Inactive Investor,John Vance,,Country Capital Management Company,john.vance@countryfinancial.com,,Salesforce
10778583,Inactive Investor,Joseph Juras,,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",joseph.juras@wellsfargoadvisors.com,,Salesforce
11031918,Inactive Investor,Lauren Matthews,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10962398,Inactive Investor,Marta Blazquez,,"BCI Securities, Inc. Miami FL 2855 S Le Jeune Rd",mblazquez@bcisecurities.com,,Salesforce
9638922,,Paul Johnson,,,pjohnson@loews.com,,List import
11015202,Inactive Investor,Michael Oconnell,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,moconnell@primerica.com,,Salesforce
183782,,Herb Turnbull,,[Unknown],herbtrance@yahoo.com,,Direct
11237706,Inactive Investor,Alex Zhang,"VP, Investment Strategy",Zhang Financial,alex.zhang@zhangfinancial.com,269-385-5888,Salesforce
11184819,Inactive Investor,Scott Dunlap,Chief Financial Officer;Founder,Human Capital Wealth Management,,,Salesforce
11070946,Inactive Investor,Elyse Flores,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10966522,Inactive Investor,Vi Tran,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9540537,,Jordan Fishfeld,,,jfishfeld@gmail.com,,List Import
9590615,,Wellyanto Salim,,,wellylim96@yahoo.com,,List import
10920930,Inactive Investor,Alex Atwood,,Country Capital Management Company Cisne IL 700 Central Ave,alex.atwood@countryfinancial.com,,Salesforce
10856672,Inactive Investor,Courtney Cargill,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",courtney.l.cargill@ampf.com,,Salesforce
9636278,,Duane Roberts,,,droberts@danainvestment.com,,List import
228899,, -,,[[Unknown]],rafik.soussi@gmail.com,,Organic Search
11039579,Inactive Investor,Lauren Millard,,Cetera Investment Services LLC Birmingham AL 1900 5th Ave N,,,Salesforce
11023958,Inactive Investor,Ramona Herrera,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,ramona.herrera.jm8u@statefarm.com,,Salesforce
11111090,Inactive Investor,Grisell Fernandez,,J.P. Morgan Securities LLC Miami FL 9785 NW 41st St,grisell.fernandez@jpmorgan.com,,Salesforce
11004322,Inactive Investor,Jeffrey Lash,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,jlash@primerica.com,,Salesforce
372335,,Agnes metzger,,[Unknown],ametzger99@gmail.com,,Website
9646570,,Anna Paula Almeida,,,annapaula.alberti@gmail.com,,List import
282,,,,,dripley@talktalk.net,,
11128869,Inactive Investor,Lakitsia Gaines,,State Farm VP Management Corp. Miami FL 6704 SW 80th St,lakitsia.gaines.qyfi@statefarm.com,,Salesforce
10773895,Inactive Investor,Maria Garzon,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,maria.r.garzon@jpmorgan.com,,Salesforce
11223157,,Kevin Medina,,,kmedina@varde.com,,List Import
11125305,Inactive Investor,Eric Savacool,,"Allstate Financial Services, LLC",ericsavacool@allstate.com,,Salesforce
10956748,Inactive Investor,Joey Pierce,,"Osaic Wealth, Inc. Levelland TX 613 Austin St",,,Salesforce
11136256,Inactive Investor,Tristan Henderson,,"Charles Schwab & Co., Inc. Burlington MA 54 Mall Rd",tristan.henderson@schwab.com,,Salesforce
9624402,,ge yunfei,,,geyunfei@gmail.com,,List import
10473405,,Rachel Golub,,,rachgolub@gmail.com,,Web Form Fillout
9639857,,Gregg Behr,,,gregg@grable.org,,List import
10792552,Inactive Investor,Wayne Gifford,President,Financial Spectrum Inc.,waynegifford@financialspectrum.com,,Salesforce
89424,,Edward Tune,Portfolio Manager,Brown Advisory,etune@brownadvisory.com,410-537-5414,
11034289,Inactive Investor,Adam Creel,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",ascreel@firstcommand.com,,Salesforce
11173622,Inactive Investor,Ronald Eck,Financial Advisor,Edward Jones Colville WA 522 S Main St,ron.eck@edwardjones.com,,Salesforce
9583756,,Cheri Litzenburg,,,clitzenburg@carystreetpartners.com,,List import
11183744,Inactive Investor,Janet Ligan,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,janet.ligan@primerica.com,,Salesforce
11057075,Inactive Investor,Navninder Singh,,J.P. Morgan Securities LLC Montrose CA 2314 Honolulu Ave,navninder.singh@chase.com,,Salesforce
11035408,Inactive Investor,Abraham Galvez,Financial Advisor,PlanMember Securities Corporation Agoura Hills CA 28720 Roadside Dr,agalvez@planmembersec.com,,Salesforce
11194679,Inactive Investor,Christopher Brown,Chief Compliance Officer;Member,"Brown Capital Advisors, LLC",christopher@browncapadvisors.com,,Salesforce
10869800,Inactive Investor,Isaiah Tauati,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10615450,,Ryan McDermott,"Executive Director, Financial Advisor",,ryan.mcdermott@morganstanley.com,,List Import
10615633,,John Morrison,"Financial Advisor, Portfolio Management Director, Senior Vice President, Workplace Advisor - Equity Compensation",,john.e.morrison@morganstanley.com,,List Import
10760092,Inactive Investor,Kevin McCarty,,Morgan Stanley Miami FL 200 S Biscayne Blvd,kevin.d.mccarty@morganstanley.com,,Salesforce
10971804,Inactive Investor,Jeffrey Novak,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
11121916,Inactive Investor,Richard Rustin,Financial Advisor,LPL Financial LLC Huntington Beach CA 7561 Center Ave,r.rustin@lpl.com,,Salesforce
10870328,Inactive Investor,Matthew Rose,,LPL Financial LLC Saint Charles MO 5933 S Hwy 94,matthew.m.rose@lpl.com,,Salesforce
10755129,Inactive Investor,Michelle Vu,Financial Consultant,LPL Financial LLC Seattle WA 1200 Westlake Ave N,michelle.vu@lpl.com,,Salesforce
10618036,,Curtis Matlin,,,cmatlin@commonwealth.com,,List Import
199915,,GABRIEL RABINOVICI,,[Unknown],grabinovici@me.com,,Paid Social
11035968,Inactive Investor,Samuel Vaughan,Associate Financial Advisor,"Ameriprise Financial Services, LLC Mobile AL 4332 Boulevard Park S",samuel.vaughan@ampf.com,,Salesforce
10933325,Inactive Investor,Joyce Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11199859,Inactive Investor,William Mulhearn,Director,"Aspire Financial, Inc.",bill@aspirefinancial.net,,Salesforce
10976343,Inactive Investor,Jacqueline Newman,,"Farmers Financial Solutions, LLC Dallas TX 12222 Merit Dr",jacqueline.gedmonds@farmersagency.com,,Salesforce
10603719,,Clifford Asness,"Chief Investment Officer, Founder, Founding Principal, Managing Principal, President","AQR Capital Management, LLC",cliff.asness@aqrcapital.com,,List Import
10991610,Inactive Investor,Alexander Stellema,,Cetera Investment Services LLC Indianapolis IN 8711 River Crossing Blvd,,,Salesforce
11015579,Inactive Investor,Tyler Jorgensen,,"Empower Financial Services, Inc",tyler.jorgensen@empower.com,,Salesforce
10918924,Inactive Investor,James Jaramillo,,State Farm VP Management Corp. Palm Beach Gardens FL 10625 N Military Trl,jim.jaramillo.hk93@statefarm.com,,Salesforce
11055235,Inactive Investor,Chase Pfister,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,chase.pfister@fidelity.com,,Salesforce
11000957,Inactive Investor,Guadalupe Bautista,,State Farm VP Management Corp.,,,Salesforce
10800898,Inactive Investor,Kent Rhoades,,"Raymond James Financial Services, Inc. Mountain Home AR 1216 Hwy 62 E",kent.rhoades@raymondjames.com,,Salesforce
11106523,Inactive Investor,Matthew Ferguson,,"Raymond James Financial Services, Inc. Omaha NE 2605 S 133rd Plz",matthew.ferguson@raymondjames.com,,Salesforce
9626057,,Ulaganathan Ganesan,,,ulaganathan.income@gmail.com,,List import
11179904,Inactive Investor,Debra Thomas,,Standard Chartered Securities North America LLC,debra.thomas@sc.com,,Salesforce
240053,,Davina Krebsbach,Personal Banking Officer,Investment Management Group,dkrebsbach@stockmanbank.com,406-655-3960,Manual List Upload
10877791,Inactive Investor,Andrea Hohler,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fairfax VA 11350 Random Hills Rd",andrea.karsko@tfaconnect.com,,Salesforce
10941267,Inactive Investor,Robert McDougall,,State Farm VP Management Corp. Grand Rapids MI 2838 E Beltline Ave NE,,,Salesforce
10617452,,Ryan Roth,,,ryan.x.roth@jpmorgan.com,,List Import
10990082,Inactive Investor,Maxx Mitchell,Financial Advisor,"Equitable Advisors, LLC Lynchburg VA 121 Goldenrod Pl",maxx.mitchell@equitable.com,,Salesforce
11013966,Inactive Investor,Christina Hendrickson,,"Prudential Annuities Distributors, Inc",christina.hendrickson@prudential.com,,Salesforce
11113205,Inactive Investor,Eric Ponder,,Edward Jones Fountain Inn SC 117 S Main St,eric.ponder@edwardjones.com,,Salesforce
10885323,Inactive Investor,John Volker,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
98760,,Carlos Jimenez,Sriver,Amazon,carlosjim27@gmail.com,,
11029216,Inactive Investor,Sebastian Cruz,,J.P. Morgan Securities LLC Seattle WA 17191 Bothell Way NE,sebastian.cruz@jpmorgan.com,,Salesforce
10935179,Inactive Investor,Kevin Doyle,,"Osaic Institutions, Inc. Mechanicsville VA 9495 Charter Gate Dr",,,Salesforce
10842206,Inactive Investor,William Robertson,,"Wealth Planning Systems, LLC",,,Salesforce
10886271,Inactive Investor,Kevin Yingst,Wealth Management Advisor,"Cornerstone Wealth Management, LLC Rogers AR 3718 S Pinnacle Hills Pkwy",,,Salesforce
11211718,Inactive Investor,Carmencita Best,,Hilltop Securities Inc. Houston TX 700 Milam St,,,Salesforce
10835386,Inactive Investor,Michael Batt,Financial Advisor,Wedbush Securities Inc. Orangevale CA Private Residence,michael.batt@wedbush.com,,Salesforce
9580210,,Jairon Hicks,,,jairon@gmail.com,,List import
10947020,Inactive Investor,Laura Williams,Financial Advisor;First Vice President,Janney Montgomery Scott LLC,lwilliams@janney.com,,Salesforce
11198499,Inactive Investor,Andrew Giles,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9614265,,Aaron Ellickson,,,azellickson@outlook.com,,List import
11113651,Inactive Investor,Licio Liberato,,PFS Investments Inc. Chandler AZ 6909 W Ray Rd,licio.liberato@primerica.com,,Salesforce
9579076,,Philip Falcone,,,pfalcone@harbingercapital.com,,List import
9593352,,Marylynne Baker,,,marylynneb2022@gmail.com,,List import
11091487,Inactive Investor,Stanford Slovin,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",stanford.slovin@wellsfargoadvisors.com,,Salesforce
96021,,Robert Gerstemeier,"President, managing Member, CCO","Gerstemeier Financial Group,llc",rgerstemeier@g-fg.com,630-420-6601,Manual List Upload
10771397,Inactive Investor,Gordon Russell,,"RBC Capital Markets, LLC Boston MA 225 Franklin St",,,Salesforce
10841458,Inactive Investor,Mohammad Popal,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,,,Salesforce
10840483,Inactive Investor,Frederik Ramos Guerra,Senior Vice President,UBS Financial Services Inc. Miami FL 100 SE 2nd St,frederik.ramosguerra@ubs.com,,Salesforce
374218,,Daniel Toledo,Senior Advisor,Chicago Partners Wealth Advisors,dan@chicagopartnersllc.com,(847) 866-9774,Google Natural Search
11123409,Inactive Investor,Marcela Scott,,J.P. Morgan Securities LLC Bellevue WA 10550 NE 8th St,marcela.a.scott@jpmorgan.com,,Salesforce
9589812,,ahmad rudy,,,rudriches1515@gmail.com,,List import
10964852,Inactive Investor,Matthew Crandall,Managing Member,"Next Level Wealth Management, LLC Seal Beach CA 1040 Driftwood Ave",,,Salesforce
10756136,Inactive Investor,Amy Rice,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",amy.rice@wellsfargoadvisors.com,,Salesforce
9560073,,Chun Hooi TAN,,,tchooi88@hotmail.com,,List import
9567898,,Gabriel Quiroz -,,,gabequiroz18@gmail.com,,List import
10928629,Inactive Investor,Christopher Carruthers,Financial Advisor,"Dovetail Wealth Management, LLC",,,Salesforce
9627303,,Jonathan Evans,,,evansjuanito@yahoo.com,,List import
11161530,Inactive Investor,Kostantinos Kapetanos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
210949,,Xavier Felipe,,[Unknown],mago3331@gmail.com,,
11255264,Inactive Investor,Thomas Dicesare,Partner;Wealth Advisor,"Waverly Advisors, LLC Lakeland FL 212 E Highland Dr",,,Salesforce
213217,,Joshua Berkowitz,,[Unknown],joshua.berkowitz@lahey.org,,source
10870396,Inactive Investor,Thomas Taylor,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3945 E Paradise Falls Dr",thomas.taylor@wellsfargoadvisors.com,,Salesforce
11052418,Inactive Investor,Irene Allen,Financial Advisor;Investment Management Consultant;Vice President - Wealth Management,Morgan Stanley Palo Alto CA 245 Lytton Ave,irene.allen@morganstanley.com,,Salesforce
10755422,Inactive Investor,Eugene Christensen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",gene_christensen@ml.com,,Salesforce
9543428,,Bruce Alayof,,,alayof.gabe@gmail.com,,List import
10421374,,giorgio figari,,,giorgio.figari@gmail.com,,Web Form Fillout
11112909,Inactive Investor,Sharon Culbertson,Secretary;Shareholder,"A. N. Culbertson & Company, Inc.",,,Salesforce
11009003,Inactive Investor,Evan Dunayer,,"PWA Securities, LLC",edunayer@provwealth.com,,Salesforce
11167186,Inactive Investor,Jessica Martinez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",jessica.r.martinez@ml.com,,Salesforce
10859318,Inactive Investor,Kyong Kim,,NYLIFE Securities LLC Meadowbrook PA Private Residence,kyongsukkim@ft.newyorklife.com,,Salesforce
10846923,Inactive Investor,Richard Hollan,,"Shearson Financial Services, LLC Katy TX 1800 S Mason Rd",rhollan@shearsonllc.com,,Salesforce
238341,,olof@sturgill.co Sjöstedt,,olof@sturgill.co SjÃ¶stedt,olof@sturgill.co,,Organic Search
10960322,Inactive Investor,Ayelet Kahalani,,J.P. Morgan Securities LLC Fort Lauderdale FL 720 E Broward Blvd,ayelet.kahalani@chase.com,,Salesforce
11021028,Inactive Investor,Garrett Scholtens,,"Northwestern Mutual Investment Services, LLC Hinton IA 1120 Starview Dr",,,Salesforce
11022888,Inactive Investor,Elena Westbrook,,J.P. Morgan Securities LLC Santa Rosa CA 1301 Guerneville Rd,elena.westbrook@jpmorgan.com,,Salesforce
2648378,,William Do,,,dovibaotuyen_1983@yahoo.com,,
10913641,Inactive Investor,Andrew Artis,Financial Services Professional,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10908699,Inactive Investor,Ronald Keebler,,Cetera Advisor Networks LLC Delray Beach FL Private Residence,,,Salesforce
11163435,Inactive Investor,Michael Farquharson,,LPL Financial LLC Horsham PA 601 Dresher Rd,,,Salesforce
10966845,Inactive Investor,Drew Bergstrom,Financial Advisor,Focus Financial,dbergstrom@focusfinancial.com,,Salesforce
11195817,Inactive Investor,Edith Hale,,"Saxony Securities, Inc. Columbia MO 601 W Nifong Blvd",,,Salesforce
11143495,Inactive Investor,Alice Karetsky,,Citigroup Global Markets Inc.,,,Salesforce
11221765,,Jonathan Valerie,,,jonathan@engleson.com,,List Import
11007061,Inactive Investor,Ivan Voin,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10932051,Inactive Investor,Darrell Manning,,"Principal Securities, Inc. Mobile AL 1504 Eslava St",manning.darrell@principal.com,,Salesforce
10909017,Inactive Investor,Yvonne Roberts,Member;Owner,"Connected Wealth Solutions, LLC",,,Salesforce
9540858,,Mike Faith,,,mike@headsets.com,,List Import
11194324,Inactive Investor,Robert Broadhead,Financial Advisor,"Osaic Wealth, Inc. Madison WI 2960 Triverton Pike Dr",,,Salesforce
10807793,Inactive Investor,Russell Wilson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,russell.wilson@ubs.com,,Salesforce
11105290,Inactive Investor,Scott Siripalaka,Wealth Advisor,Thrivent Investment Management Inc. Newfoundland NJ 2920 State RT 23,scott.siripalaka@thrivent.com,,Salesforce
11137647,Inactive Investor,David Harris,,Savant Wealth Management Birmingham AL 101 25th St N,,,Salesforce
11091841,Inactive Investor,Ryleigh Mattle,Financial Advisor,"Sage, Rutty & Co., Inc.",rmattle@sagerutty.com,,Salesforce
10965843,Inactive Investor,Matthew Davenport,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11027072,Inactive Investor,Mara Josiah,,J.P. Morgan Securities LLC New York NY 32 University Pl,mara.josiah@chase.com,,Salesforce
11168029,Inactive Investor,Sarah Desmond,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,,,Salesforce
11208292,Inactive Investor,Kent Shuford,Team Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kent.shuford@tiaa.org,,Salesforce
163491,,lukas chmela,,[Unknown],info@mediabuyers.cz,,
11050645,Inactive Investor,Nicholas Ramsey,,Cetera Investment Services LLC Carbondale IL 816 W Main St,,,Salesforce
10980094,Inactive Investor,Connor Miles,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_miles@vanguard.com,,Salesforce
11099317,Inactive Investor,Christopher Mishler,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
182452,,Hunter Allen,,[Unknown],thehunterdallen@gmail.com,,
10754958,Inactive Investor,Jesse Wright,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Sioux Falls SD 2401 W Trevi Pl",jesse.wright@stifel.com,,Salesforce
337808,,Scott Broder,Chief Financial Officer,"Basswood Capital Management, L.l.c.",sbroder@basswoodpartners.com,212-521-9500,Manual List Upload
10946884,Inactive Investor,Philip D'Agostino,Partner;Wealth Advisor,"Veratis Advisors, Inc.",,,Salesforce
9591550,,Russel Michel,,,russel.michel@stenhamassetmanagement.com,,List import
9625084,,Collyn Pankratz,,,puddle24_7@hotmail.com,,List import
10930389,Inactive Investor,Brian Pitell,Investment Advisor Representative,Lincoln Investment Sewickley PA 1606 Carmody Ct,bpitell@lincolninvestment.com,,Salesforce
10757416,Inactive Investor,Dracos Sloss,Financial Advisor,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",drake.sloss@wellsfargoadvisors.com,,Salesforce
9614773,,Bruno Salviano,,,dahora.zk@gmail.com,,List import
10805968,Inactive Investor,Michael Haas,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Orlando FL 537 N Magnolia Ave",michael.haas@raymondjames.com,,Salesforce
4297717,,Kathryn Hacker,,,khack07@gmail.com,,Web Form Fillout
11066394,Inactive Investor,Szekin Lam,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,szekin.lam@primerica.com,,Salesforce
11232885,Inactive Investor,Ryan Sage,Business Systems Consultant,"Wells Fargo Clearing Services, LLC Citrus Heights CA 6047 Sunrise Blvd",ryan.sage@wfadvisors.com,,Salesforce
10766037,Inactive Investor,Kevin Ip,Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",,,Salesforce
10753340,Inactive Investor,Eric Rosner,Senior Client Service Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,eric.rosner@ubs.com,,Salesforce
10928881,Inactive Investor,Victoria Abrams,,"Spire Securities, LLC",,,Salesforce
11106136,Inactive Investor,Dean Corrado,Member,"Corrado Advisors, LLC Ramsey NJ 48 S Franklin Tpke",,,Salesforce
11178400,Inactive Investor,Brandon Chung,,J.P. Morgan Securities LLC Los Angeles CA 300 S Grand Ave,brandon.chung@jpmorgan.com,,Salesforce
10808684,Inactive Investor,Earl Ignacio,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
11042130,Inactive Investor,Andre Payson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10865617,Inactive Investor,Jay Berger,Senior Vice President,Neuberger Berman BD LLC,jay.berger@nb.com,,Salesforce
10943981,Inactive Investor,James Beck,,Momentum Independent Network Inc. Delray Beach FL Private Residence,jbeck@momentumin.com,,Salesforce
10662310,,Howard Ramsamugh,,,howard@polarisadvice.com,,List Import
10883323,Inactive Investor,Ryan Masuno,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",ryan.masuno@raymondjames.com,,Salesforce
28425,,Ryan Fause,"Investment Advisor, Principal",Withum Wealth Management,rfause@withumwealth.com,732-450-0147,Manual List Upload
11116758,Inactive Investor,David Lambour,Custom Credit Banker;Senior Vice President,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
9636894,,Gilles Marchand,,,gmarchand@kofcassetadvisors.org,,List import
10759267,Inactive Investor,Charles Hutson,Financial Advisor;Senior Portfolio Manager,UBS Financial Services Inc. Bethesda MD 7700 Wisconsin Ave,charles.hutson@ubs.com,,Salesforce
11199356,Inactive Investor,Joshua Nolby,Investment Advisor Representative,"Kure Advisory, LLC",joshn@incomeplanninggroup.com,,Salesforce
11167390,Inactive Investor,Keith Knobloch,Financial Consultant,Thrivent Investment Management Inc. Sioux Falls SD 6200 S Old Village Pl,keith.knobloch@thrivent.com,,Salesforce
11193138,Inactive Investor,Carmen Abreu,,J.P. Morgan Securities LLC Yonkers NY 2368 Central Park Ave,carmen.r.abreu@chase.com,,Salesforce
10777778,Inactive Investor,Shaun Kosnik,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",shaun.kosnik@ml.com,,Salesforce
11108905,Inactive Investor,Matthew Weier,Director - Investments;Partner,"PrairieView Partners, LLC",matt@prairieviewpartners.com,,Salesforce
10766977,Inactive Investor,Robert Meyerott,Financial Advisor;Senior Vice President,Morgan Stanley La Jolla CA 1250 Prospect St,robert.meyerott@morganstanley.com,,Salesforce
11017320,Inactive Investor,Tim Lappin,Financial Advisor,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,tim.lappin@ubs.com,,Salesforce
343039,,Teddie Wardi,Managing Director,Insight Venture Partners,twardi@insightpartners.com,212-230-9200,Manual List Upload
1002016,Inactive Investor,John Wisniewski,Co-Founder,RosePaul Investments,john@rosepaul.com,,
11143698,Inactive Investor,Mario Mendoza,,"Farmers Financial Solutions, LLC Stockton CA 2321 W March Ln",,,Salesforce
10839588,Inactive Investor,Joseph Halm,Financial Advisor,Edward Jones Carol Stream IL 808 W Army Trail Rd,joe.halm@edwardjones.com,,Salesforce
11056569,Inactive Investor,Timothy Fink,Senior Representative,PFS Investments Inc. Minneapolis MN 8505 Wyoming Ave N,tfink@primerica.com,,Salesforce
10874460,Inactive Investor,Marcella McCachren,Senior Client Associate,"Wells Fargo Clearing Services, LLC Rocky Mount NC 80 Guardian Ct",marcella.mccachren@wfadvisors.com,,Salesforce
10764172,Inactive Investor,Christine Henry,Senior Client Associate,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",christine.henry@rbc.com,,Salesforce
11071962,Inactive Investor,Pedro Rojas,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11098196,Inactive Investor,Josh Diller,,GWN Securities Inc.,jdiller@gwnsecurities.com,,Salesforce
1002621,Inactive Investor,Anthony Speiser,Principal,Exron Capital Inc.,aspeiser@exroncapital.com, +1 630 560 7802,
204191,,Byron Hughey,,[Unknown],byron.v.hughey@gmail.com,,Organic Search
9631415,,Felipe Montoya Montoya,,,f.montoya9103@gmail.com,,List import
10772830,Inactive Investor,David Murphy,Financial Advisor;Institutional Consultant;Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 1 Penn Plz,david.murphy1@morganstanley.com,,Salesforce
10756360,Inactive Investor,William Peterson,Managing Director;Senior Wealth Advisor;Wealth Advisor,Neuberger Berman BD LLC,wpeterson@nb.com,,Salesforce
11208293,Inactive Investor,Joseph Sladek,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Rockville MD 11810 Grand Park Ave",joseph.sladek@tiaa.org,,Salesforce
10831488,Inactive Investor,John Reddington,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,john.reddington@ubs.com,,Salesforce
11018366,Inactive Investor,Ronald Lyke,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",ronald.lyke@empower.com,,Salesforce
10766921,Inactive Investor,William Jeffery,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",william.s.jeffery@ml.com,,Salesforce
10754587,Inactive Investor,Douglas Cochrane,Financial Advisor,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,doug.cochrane@morganstanley.com,,Salesforce
9545667,,Peter Nikitaidis,,,peter.nikitaidis@ccoinvest.com,,List import
10996777,Inactive Investor,Anoop Raol,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10647411,,April Williams,,,apwilliams@tiaa-cref.org,,List Import
10973234,Inactive Investor,Harrison Clement,,Fidelity Brokerage Services LLC,,,Salesforce
9641387,,Alex Mizan,,,amizan@audiobeam.com,,List import
342875,,Randall Grace,Portfolio Manager,Chilton Capital Management Llc,rgrace@chiltoncapital.com,713-650-1995,Manual List Upload
10662006,,Ann Koerner,,,ann@coreipfund.com,,List Import
2586106,,Vipin Kumar,,,vk2254733@gmail.com,,
10761924,Inactive Investor,Luciano Salazar,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",luciano_salazar@ml.com,,Salesforce
11191818,Inactive Investor,John Brunk,,"Raymond James Financial Services, Inc. The Dalles OR 316 E 3rd St",john.brunk@raymondjames.com,,Salesforce
11141683,Inactive Investor,Rupel Marshall,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,rupel.marshall@primerica.com,,Salesforce
11204739,Inactive Investor,Alexander Williams,Managing Director,UBS Financial Services Inc. New York NY 299 Park Ave,alexander.williams@ubs.com,,Salesforce
11155438,Inactive Investor,Jacob Rashty,Financial Advisor,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,jacob.rashty@morganstanley.com,,Salesforce
9595719,,Michael Ptaszenski,,,michael@thrivewealth.com,,List import
241046,,Michael DeMilio,Senior Marketing Manager,[Unknown],michael.demilio@lseg.com,,Event
9556095,,Nicholas Maounis,,,nmaounis@verition.com,,List import
9579737,,Aundrea earle -,,,aundrea.earle@yahoo.com,,List import
10943916,Inactive Investor,Craig Albers,Chief Compliance Officer;Owner,"Investment Advisors Group, LLC",craigalbers@investmentadvisorsgroup.com,,Salesforce
9569379,,Suliasi Toganivalu,,,stoganivalu78@gmail.com,,List import
209608,,David White,Senior Investment Director,Cambridge Associates,dswhite@cambridgeassociates.com,,Organic Search
11035486,Inactive Investor,Andrew Choi,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,andrew.choi@jpmorgan.com,,Salesforce
9540901,,Yup Kim,,,ykim@apfc.org,,List Import
10645169,,Melissa Colgan,,,melissa.colgan@gs.com,,List Import
11217731,,Giann Cannata,,,giann.cannata@raymondjames.com,,List Import
10784169,Inactive Investor,David McCallum,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",david.a.mccallum@wellsfargo.com,,Salesforce
11139952,Inactive Investor,Mark Tober,Financial Advisor,LPL Financial LLC San Clemente CA 635 Camino de Los Mares,mark@toberfinancial.com,,Salesforce
10879506,Inactive Investor,Alexandra Early,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alexandra.early@jpmorgan.com,,Salesforce
11102168,Inactive Investor,David Leblond,,"Wells Fargo Clearing Services, LLC Worcester MA 100 Front St",david.leblond@wellsfargoadvisors.com,,Salesforce
10925259,Inactive Investor,Jacob Goeken,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,jacob.goeken@primerica.com,,Salesforce
11009860,Inactive Investor,Lori Okazaki,,PFS Investments Inc. Honolulu HI 2153 N King St,lori.okazaki@primerica.com,,Salesforce
10696317,,Javier Rivero,,Insigneo,javier.rivero@insigneo.com,,List import
11063583,Inactive Investor,Steven Sergio,Chief Compliance Officer;Director - Compliance and Operations,"RMR Wealth Builders, Inc.",ssergio@rmrwealth.com,,Salesforce
11030163,Inactive Investor,Linda Richardson,Chief Operating Officer;Regulatory Contact,"Peterson Financial Group, Inc. West Des Moines IA 1011 Office Park Rd",linda@petersonfg.com,,Salesforce
10659103,,Valerie Sansone,,,valerie.sansone@guggenheimfunds.com,,List Import
11199655,Inactive Investor,Elissa Slavin,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",elissa.slavin@ml.com,,Salesforce
10838029,Inactive Investor,James Lukezic,Chief Compliance Officer;Executive Managing Director;Managing Member,"Old Slip Registered Investment Advisors, LLC",james@oldslipcap.com,,Salesforce
10815717,Inactive Investor,Robert Hewett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",robert.hewett@ml.com,,Salesforce
11062159,Inactive Investor,Luke Van Houten,Financial Advisor,LPL Financial LLC Encinitas CA 2210 Encinitas Blvd,l.vanhouten@lpl.com,,Salesforce
10617478,,Andrew Stevenson,,,andrew.w.stevenson@jpmorgan.com,,List Import
11138486,Inactive Investor,Julia D'Arecca,Assistant Vice President,Morgan Stanley,,,Salesforce
206396,,Martin Mosler,,[Unknown],mm@lurchman.de,,
10884051,Inactive Investor,Todd Tocco,Investment Advisor Representative,Certified Advisory Corp,todd@financialgroup.com,,Salesforce
9571455,,David Hehn,,,dhehn@crownmail.net,,List import
11007158,Inactive Investor,William Turner,Financial Advisor,Park Avenue Securities LLC Birmingham AL 3500 Blue Lake Dr,,,Salesforce
11206246,Inactive Investor,Violeta Carbiavega,,PFS Investments Inc. Guaynabo Camino Alejandrino,violeta.carbiavega@primerica.com,,Salesforce
10506072,,daniel kichline,fc,fidelity,daniel.kichline@yahoo.com,12154957889,List import
10911286,Inactive Investor,Hans Govil,,Morgan Stanley,hans.govil@morganstanley.com,,Salesforce
9610075,,Ruby Flock,,,rubycflock@gmail.com,,List import
9603728,,PABLO CARRERO,,,pablojcarrero@gmail.com,,List import
10486992,,Stuart Schwartz,"Executive Director, Financial Advisor",Oppenheimer & Co. Inc.,stuart.schwartz@opco.com,,List Import
11136662,Inactive Investor,Ryan Almany,,"Northwestern Mutual Investment Services, LLC Springfield MO 909 E Republic Rd",ryan.almany@nm.com,,Salesforce
332797,,Dominique Jordan,Wealth Manager,First Republic - Los Angeles,djordan@firstrepublic.com,,
11104684,Inactive Investor,Lola Danza,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,lola.danza@fmr.com,,Salesforce
11087046,Inactive Investor,Brendan Leavey,,"American Portfolios Financial Services, Inc. Queensbury NY 17 Baywood Dr",bleavey@americanportfolios.com,,Salesforce
10850678,Inactive Investor,Phillip Wantoch,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",phillip.wantoch@usbank.com,,Salesforce
10856419,Inactive Investor,Richard Wagner,Financial Advisor,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",rich.wagner@nm.com,,Salesforce
10766289,Inactive Investor,Ernesto Medinaquiles,Financial Advisor,"Wells Fargo Clearing Services, LLC Bensalem PA 1242 Bristol Pike",ernesto.medinaquiles@wellsfargoadvisors.com,,Salesforce
11051983,Inactive Investor,Mary Twiddy,Financial Advisor,Edward Jones Fuquay Varina NC 108 E Vance St,maryelizabeth.twiddy@edwardjones.com,,Salesforce
10937112,Inactive Investor,Allan Peiser,,"DAI Securities, LLC Owings Mills MD 10065 Red Run Blvd",,,Salesforce
10982598,Inactive Investor,Audie Murphy,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11119064,Inactive Investor,Jenna Binsfeld,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 555 Nicollet Mall",jenna.binsfeld@ampf.com,,Salesforce
10976268,Inactive Investor,Judson Mccormick,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",judson.mccormick@nm.com,,Salesforce
11046232,Inactive Investor,Frank Sullivan,Senior Client Service Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,frank.sullivan@ubs.com,,Salesforce
11056011,Inactive Investor,Gary Fincher,,"Cresset Asset Management, LLC Nashville TN 1206 17th Ave S",,,Salesforce
10811311,Inactive Investor,Clayton Guthrie,,LPL Financial LLC Bentonville AR 3213 NW Avignon Way,clayton.guthrie@lpl.com,,Salesforce
10838988,Inactive Investor,Richard Thomas,Registered Principal,LPL Financial LLC Portland OR 10260 SW Greenburg Rd,,,Salesforce
10820139,Inactive Investor,Alexander Uhlir,,Evercore Group L.L.C.,alexander.uhlir@evercore.com,,Salesforce
11144924,Inactive Investor,Gregory Pollock,,State Farm VP Management Corp. Newark OH 1248 W Main St,,,Salesforce
11068780,Inactive Investor,John Lang,,State Farm VP Management Corp. Chandler AZ 995 E Ocotillo Rd,john.lang.d615@statefarm.com,,Salesforce
10688411,,Bello Abdul karim,,,abdulkarimbello2005@gmail.com,,Web Form Fillout
371646,,Anand Balasubramanian,,United States,anandb68@aol.com,,Salesforce
11091783,Inactive Investor,James Shanahan,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",james.shanahan@prudential.com,,Salesforce
11163739,Inactive Investor,Michael White,Financial Advisor,Edward Jones Albuquerque NM 8000 Paseo del Norte NE,todd.white@edwardjones.com,,Salesforce
11143073,Inactive Investor,Laura Martin,,"Raymond James Financial Services, Inc. Atlanta GA 3205 Paces Ferry Pl NW",laura.martin@raymondjames.com,,Salesforce
11151882,Inactive Investor,Lauren Kane,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11180599,Inactive Investor,Gary Tillman,,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",gtillman@bokf.com,,Salesforce
239978,,Phil Marchetti,"Managing Partner, Advisor Experience",Gladstone Wealth Partners,philip.marchetti@gladstonewealth.com,908-719-1313,Manual List Upload
11202896,Inactive Investor,Jennifer Falb,Chief Compliance Officer;Co-Founder;Member,"Centry Financial Advisors, LLC",jennifer@centryfinancial.com,,Salesforce
368134,,Mario Teering,Owner,,tijmen94@gmail.com,8319171681,Webinar
10906233,Inactive Investor,Rickey Ensz,,"Cooper Malone McClain, Inc. Gravois Mills MO Private Residence",,,Salesforce
11131109,Inactive Investor,Behnam Lavian,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",ben.lavian@wellsfargo.com,,Salesforce
112228,,Andrew Thrasher,,"Financial Enhancement Group, LLC",athrasher@gmail.com,,Event
11012345,Inactive Investor,Thomas Paris,,"Mutual of Omaha Investor Services, Inc. Colorado Springs CO 8610 Explorer Dr",tom.paris@mutualofomaha.com,,Salesforce
10782535,Inactive Investor,Natasha Marlow,,Stephens,nmarlow@stephens.com,,Salesforce
9611545,,Hugo Jeantot,,,hugo.jeantot@gmail.com,,List import
11190658,Inactive Investor,Rachel Jensen,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",rachel_jensen@ml.com,,Salesforce
10954185,Inactive Investor,David Chris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
222998,,Joshuah Guzman,,[Unknown],joshuah.guzman@gmail.com,,
9633547,,Anshuman Sharma,,,anshumansharma55@yahoo.com,,List import
10895730,Inactive Investor,Eduardo Castro,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,eduardo.castro@morganstanley.com,,Salesforce
349302,,Charlotte Meyer,"Director, Executive Vice President, Secretary","Lee Financial Group Hawaii, Inc.",charlotte@leehawaii.com,808-988-8088,Manual List Upload
8733804,,Mehmet EFE,,,mematiturk26@gmail.com,,Web Form Fillout
191042,,Andrew Moedinger,Founder,SolidusLink AG,a@soliduslink.com, -9177470533,Other
11198701,Inactive Investor,Terri Wilhelm,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10914630,Inactive Investor,Joel Poortenga,Co-Founder;Investment Advisor;Owner,"GPS Financial Group, LLC",,,Salesforce
10824397,Inactive Investor,John Bergstrom,Chief Compliance Officer;President;Principal,"Cardinal Wealth Advisors, L.L.C.",john@cardinalwealth.net,,Salesforce
11162845,Inactive Investor,Todd O'Daniel,Investment Advisor,PNC Investments Louisville KY 3910 Taylorsville Rd,todd.odaniel@pnc.com,,Salesforce
9563537,,Muhammad Atif,,,mah@samaviya.com,,List import
11112669,Inactive Investor,Guadalupe Vasquez,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,guadalupe.vasquez@primerica.com,,Salesforce
10940258,Inactive Investor,Brett Watercott,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",brett.watercott@ampf.com,,Salesforce
10869670,Inactive Investor,Joy Harvey-Washington,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10914006,Inactive Investor,Mark Reitz,Chief Compliance Officer;Investment Advisor;Managing Member;Member;Owner,Reitz Capital Advisors LLC,,,Salesforce
10772170,Inactive Investor,Gary Frazeur,,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,gary.frazeur@hilltopsecurities.com,,Salesforce
10841088,Inactive Investor,Howard Skillrud,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC San Antonio TX 8000 IH 10 W",howard.m.skillrud@ampf.com,,Salesforce
334886,,Thomas Zebroski,"Managing Member, Chief Operating Officer",Meridian Wealth Management,tom@meridianwealthmgmt.com,425-492-9060,Manual List Upload
9553414,,Francis Liu,,,francishcliu@gmail.com,,List import
10938786,Inactive Investor,Rachel Dick,Financial Advisor,LPL Financial LLC Ada MI 979 Spaulding Ave SE,,,Salesforce
212785,,Michael Kinstler,"Financial Advisor, Senior Vice President - Investments",Wells Fargo Advisors,michael.kinstler@wellsfargoadvisors.com,,Advertising
10960246,Inactive Investor,Michael Lehman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11133454,Inactive Investor,Charles Collver,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",dcollver@financialguide.com,,Salesforce
11049425,Inactive Investor,Myungkyu Kang,Chairman;Chief Executive Officer,Ducenta Squared Asset Management Los Angeles CA 257 S Spring St,,,Salesforce
10976992,Inactive Investor,Cherisse Cain,,PFS Investments Inc.,ccain@primerica.com,,Salesforce
10778447,Inactive Investor,Rachel Owens,Financial Consultant,LPL Financial LLC Santa Ana CA 1633 E 4th St,rachel.owens@lpl.com,,Salesforce
10507856,,Rinku Saha,,,saharinku558@gmail.com,,Web Form Fillout
11148083,Inactive Investor,Erin Blumberg,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,erin.blumberg@fmr.com,,Salesforce
9646999,,Laurent Marchesin,,,lmarchesin@payinnov.com,,List import
10618841,,William Enoch,,,we@zuckermaninvestmentgroup.com,,List Import
11117188,Inactive Investor,Denise Zalewski,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",denise_zalewski@ml.com,,Salesforce
11229971,Inactive Investor,Gabriel Gibson,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,gmgibson01@ft.newyorklife.com,,Salesforce
10935847,Inactive Investor,Patrick Cord,,"Pinnacle Asset Management Group, Corporation",,,Salesforce
246647,,justin test,,[Unknown],justin@gmail.lcom,,
10854391,Inactive Investor,James Kramer,Chief Compliance Officer;Investment Advisor Representative;President,"Kramer Investment Services, LLC",jimk@kramerinvestmentservices.com,,Salesforce
11003036,Inactive Investor,Samanthia Veron,,"Raymond James & Associates, Inc.",sami.veron@raymondjames.com,,Salesforce
10780055,Inactive Investor,Bradley Matthews,,J.P. Morgan Securities LLC Carmel IN 200 E Carmel Dr,bradley.p.matthews@jpmorgan.com,,Salesforce
9597403,,Thabo Chilwane,,,klaast1212@gmail.com,,List import
9604857,,Lynnea Ossello,,,lossello@donacofinancial.con,,List import
11011181,Inactive Investor,Prince Osei-Duah,,J.P. Morgan Securities LLC Stafford VA 40 Prosperity Ln,prince.osei-duah@jpmorgan.com,,Salesforce
9587202,,Tommy Guidroz,,,tommygp104@gmail.com,,List import
10995099,Inactive Investor,Zurab Surmava,,J.P. Morgan Securities LLC Charlotte NC 8708 S Tryon St,zurab.surmava@chase.com,,Salesforce
11049985,Inactive Investor,Peggy Karolak,,State Farm VP Management Corp. Wellington OH 805 Patriot Dr,,,Salesforce
10837517,Inactive Investor,Randy Taylor,,"Avantax Investment Services, Inc. Springfield IL 227 S 7th St",,,Salesforce
10912034,Inactive Investor,Michael Mcdonald,Relationship Manager;Wealth Manager,"Spectrum Investment Advisors, Inc.",mmcdonald@spectruminvestor.com,,Salesforce
5616862,,Antoine Sarhan,,Coinsquare Capital Markets,antoine.sarhan@gmail.com,647-537-8293,Web form fillout
10866416,Inactive Investor,Jeffrey Trier,,"Principal Securities, Inc.",,,Salesforce
11095982,Inactive Investor,Christopher Copploe,Associate,"G. Earl Mowrey & Co., L.L.C",,,Salesforce
10943338,Inactive Investor,Brian Adamek,Chief Compliance Officer;Financial Planner;Founder;Owner,E-Wealth Partners,,,Salesforce
11003658,Inactive Investor,Thomas Hoffman,,"Allstate Financial Services, LLC",,,Salesforce
11006088,Inactive Investor,Dalton Cunningham,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
237607,, -,,[[Unknown]],denredder@gmail.com,,
11162018,Inactive Investor,Charles Dyer,Senior Advisor,Retirement Planners of America,dougdyer@moneymatters.net,,Salesforce
9580034,,Aninditto Abiyoga,,,anindittoabiyoga@hotmail.com,,List import
9544195,,JOHN SANDERS,,,johnhsanders@outlook.com,,List import
10955230,Inactive Investor,Logan Rawlings,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11179842,Inactive Investor,Charles Walsh,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,charles.walsh@fidelity.com,,Salesforce
9568587,,James Roof,,,jim.roof@lfg.com,,List import
10957682,Inactive Investor,Shanna Miller,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
164940,,Eugene Lim,,[Unknown],limeujeen@hotmail.com,,Direct
11134466,Inactive Investor,Andrew Daniels,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",tyler.daniels@nm.com,,Salesforce
227971,, -,,[[Unknown]],raaf@mail.com,,
11077488,Inactive Investor,Christopher Duchemin,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11055767,Inactive Investor,Randy Rainwater,,MWA Financial Services Inc. Farmington MO 227 E Liberty St,randy.e.rainwater@mwarep.org,,Salesforce
10969449,Inactive Investor,Alessandro Sfoggia,,"RBC Capital Markets, LLC",alessandro.sfoggia@rbccm.com,,Salesforce
9592436,,Victor Kausch,,,victor@finoa.io,,List import
10927238,Inactive Investor,Ryan Kirkpatrick,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
9561527,,May Michelson,,,may@gk8.io,,List import
10972070,Inactive Investor,Timothy Lo,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",timothy.lo@usbank.com,,Salesforce
11014397,Inactive Investor,Avrohm Grunzweig,,"Allstate Financial Services, LLC Brooklyn NY 4801 Fort Hamilton Pkwy",sgrunzweig@allstate.com,,Salesforce
10965208,Inactive Investor,Quierra Robey,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 3095 54th Ave S",,,Salesforce
10612467,,Nick Dematteis,"Financial Advisor, Managing Director",,nicholas.dematteis@ampf.com,,List Import
87769,,Peter Yianilos,Chief Executive Officer,"Edgestream Partners, L.p.",peter@edgestreamlp.com,609-681-2200,Manual List Upload
10828377,Inactive Investor,Yining Tung,Board Member;Head - Risk Management;Investment Analyst;Investment Process Analyst;Partner,Fuller & Thaler Asset Management Inc,ytung@fullerthaler.com,,Salesforce
9542161,,Dan Marcus,,,daniel.marcus@ubs.com,,List import
10944486,Inactive Investor,Adam Haynes,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,adam.haynes.ppxq@statefarm.com,,Salesforce
9597817,,Benjamin Peters,,,bpeters@bewinvest.com,,List import
229706,, -,,[[Unknown]],grids99@gmail.com,,Organic Search
11024581,Inactive Investor,Wenjing Peng,,NYLIFE Securities LLC Flushing NY 3902 Main St,wpeng01@ft.newyorklife.com,,Salesforce
10902872,Inactive Investor,Jennifer Craven,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",jennifer_craven@ml.com,,Salesforce
10908539,Inactive Investor,Paul Franklin,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Manager;Member,"Franklin Trend Investment Management, LLC",paul@franklintrendmanagement.com,,Salesforce
11055782,Inactive Investor,Michael Perrine,,"Baker Tilly Capital, LLC Austin TX 901 S Mo Pac Expy",michael.perrine@bakertilly.com,,Salesforce
10779693,Inactive Investor,Pragna Rohman,Senior Vice President,Wintrust Investments LLC,prohman@wintrustwealth.com,,Salesforce
84707,,Katherine Snider,Executive Director,Good+Foundation,katherine@goodplusfoundation.org,,
11220345,,Kevin Duffy,,,kevin.duffy@allworthfinancial.com,,Other
11078478,Inactive Investor,Anne Holy,Financial Advisor,LPL Financial LLC Duluth MN 130 W Superior St,anne.holy@lpl.com,,Salesforce
11229646,Inactive Investor,Lori Elek,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",lori.elek@nm.com,,Salesforce
11134699,Inactive Investor,Lisa Morgan,,Janney Montgomery Scott LLC Danvers MA 222 Rosewood Dr,lmorgan@janney.com,,Salesforce
10869222,Inactive Investor,Robert Abraham,Owner,"Abraham, Robert Ralph Jr",,,Salesforce
9641896,,Esther Zurba,,,esther.zurba@castlehall.ca,,List import
11017156,Inactive Investor,Dylan Brooks,Financial Advisor,"Valeo Financial Advisors, LLC",,,Salesforce
9646088,,Jack Sexton,,,jsexton2@uwo.ca,,List import
10831349,Inactive Investor,Robert Mednick,,"Wells Fargo Clearing Services, LLC Santa Monica CA 170 Pier Ave",robert.mednick@wellsfargoadvisors.com,,Salesforce
11254714,Inactive Investor,Nolan Parker,,"Lion Street Financial, LLC San Ramon CA 2404 San Ramon Valley Blvd",nparker@lionstreet.com,,Salesforce
10754532,Inactive Investor,Julius Mascagni,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Operations Officer;Founder;President,"Mascagni Wealth Management, Inc.",randy@mascagni.com,,Salesforce
7185996,,Jason Kollock,,,jkollock22@gmail.com,,Web Form Fillout
10800991,Inactive Investor,Gerald Musarra,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,gerald.musarra@primerica.com,,Salesforce
11083508,Inactive Investor,Michelle Faris,,J.P. Morgan Securities LLC Fond Du Lac WI 8 S Main St,michelle.m.faris@chase.com,,Salesforce
9566286,,Shaun Lee,,,slee@e-winslow.com,,List import
11236276,Inactive Investor,Sonia Laure Karine Dimicoli,,"Bankers Life Securities, Inc. Portland OR 6135 NE 80th Ave",,,Salesforce
10825816,Inactive Investor,Maria Barry,,Commonwealth Financial Network Hopewell Junction NY 2531 Rte 52,mbarry@commonwealth.com,,Salesforce
11063700,Inactive Investor,Shawn Hoenke,Regional Vice President,PFS Investments Inc. Mankato MN 424 N Riverfront Dr,shawn.hoenke@primerica.com,,Salesforce
9547137,,Karina Astorga,,,karina.astorga@udem.edu,,List import
10890892,Inactive Investor,Katherine Coton,Financial Advisor,Edward Jones Mcadenville NC 102 Main St,katherine.stephens@edwardjones.com,,Salesforce
1003351,Inactive Investor,Rhydon Lee,,NextProtocol Capital,rlee@nextprotocol.capital,,3rd Party Lead Gen
10894867,Inactive Investor,John Trouy,Financial Planning Director,"MML Investors Services, LLC Seattle WA 701 5th Ave",atrouy@financialguide.com,,Salesforce
11119301,Inactive Investor,Nicholas Scelfo,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10487172,,Deborah Griffith,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",deborah.l.griffith@ml.com,,List Import
10801258,Inactive Investor,Christopher Rice,Executive Director;Family Wealth Director;Financial Advisor;Senior Vice President - Wealth Management;Workplace Advisor,Morgan Stanley New York NY 1 Penn Plz,christopher.rice@morganstanley.com,,Salesforce
10857260,Inactive Investor,Christopher Bannon,Financial Advisor,Edward Jones Camarillo CA 267 Village Commons Blvd,chris.bannon@edwardjones.com,,Salesforce
10810356,Inactive Investor,Tommy Cockrell,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",,,Salesforce
10759651,Inactive Investor,Scott Schropp,Global Institutional Consultant;Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",scott_schropp@ml.com,,Salesforce
10823916,Inactive Investor,Raymond Housteau,,"Saxony Securities, Inc. Youngstown OH 850 Boardman Canfield Rd",rhousteau@saxonysecurities.com,,Salesforce
10810229,Inactive Investor,John Douglas,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport TN 7 Sheridan Sq",jmark_douglas@ml.com,,Salesforce
9564212,,Chris Young,,,cyoungnyc@yahoo.com,,List import
9620888,,mars sc,,,salamcrypto.mars@gmail.com,,List import
11089297,Inactive Investor,Michelle Bryant,Branch Manager;Financial Advisor,"Raymond James & Associates, Inc. Mishawaka IN 4215 Edison Lakes Pkwy",michelle.bryant@raymondjames.com,,Salesforce
10988252,Inactive Investor,Tyler Logan,,Edward Jones North Chili NY 4370 Buffalo Rd,,,Salesforce
9586719,,Andrew Jamison,,,andrew@mainavenuefinancial.com,,List import
10911887,Inactive Investor,Lisa Calongne,,LPL Financial LLC Metairie LA 3340 Severn Ave,lisa.calongne@lpl.com,,Salesforce
11079330,Inactive Investor,William Westcott,Financial Advisor,LPL Financial LLC Tucson AZ 2030 E Speedway Blvd,william.westcott@lpl.com,,Salesforce
10929764,Inactive Investor,Stuart Rasbach,,Country Capital Management Company Englewood CO 7500 E Arapahoe Rd,stuart.rasbach@countryfinancial.com,,Salesforce
9582413,,Joan Bonewitz,,,jbonewitz@acceladvantage.com,,List import
10934508,Inactive Investor,Anthony Gottschalk,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 12140 Carissa Commerce Ct",tony.gottschalk@wfafinet.com,,Salesforce
10822859,Inactive Investor,Fred Littlejohn,Advisor;Chief Compliance Officer;Principal,Littlejohn Financial Services Inc,david@littlejohnfs.com,,Salesforce
215030,,Peter Lewis,,"LaSalle St. Investment Advisors, L.L.C.",plewis@lasallest.com,815-363-5843,
11212082,Inactive Investor,David Snider,,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,ltipps@rwbaird.com,,Salesforce
11049426,Inactive Investor,Mark Congdon,Founder;President,Horizon Financial,mcongdon@horizonfinancial.net,,Salesforce
11082861,Inactive Investor,Erich Zielonka,,"Avantax Investment Services, Inc. Pleasanton CA 4900 Hopyard Rd",,,Salesforce
11165223,Inactive Investor,Qian Ma,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Altos CA 227 S San Antonio Rd",,,Salesforce
219660,,Bill Smith,,[Unknown],modusminder@gmail.com,,
10998460,Inactive Investor,Joseph Astrauckas,,Portsmouth Financial Services,,,Salesforce
11014944,Inactive Investor,Carlo Rinaldi,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,cprinaldi@ft.newyorklife.com,,Salesforce
199194,,John Wyman,,[Unknown],wymanjohnh@comcast.net,,Content
9644096,,Joan Chang,,,visakha@naver.com,,List import
10801896,Inactive Investor,Erin Schafers,Financial Advisor,Edward Jones Godfrey IL 208 W Homer M Adams Pkwy,erin.schafers@edwardjones.com,,Salesforce
202312,,Gary Rabkin,,[Unknown],grabkin@rabkinlaw.com,,Event
9586785,,Thomas Grenville,,,tgrenville@tiaa.org,,List import
10988241,Inactive Investor,Shawn Cable,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
236571,, -,,[[Unknown]],jcafe22@gmail.com,,
11209950,Inactive Investor,Matthew Choma,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Washington DC 1100 H St NW",matthew.choma@schwab.com,,Salesforce
9628837,,Haman Dalir,,,haman.dalir@gmail.com,,List import
195454,,Francois Vissers,,[Unknown],fvissers@schipperaccountants.nl,,source
11054037,Inactive Investor,James McClenny,Financial Advisor;Investment Advisor,Trek Financial Tallahassee FL 1292 Timberlane Rd,jmcclenny@trekfinancial.com,,Salesforce
11011811,Inactive Investor,Melonie Verner,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",,,Salesforce
11211003,Inactive Investor,Terry King,Financial Consultant,Thrivent Investment Management Inc. Lacombe LA 28661 Krentel Rd,terry.king@thrivent.com,,Salesforce
10587749,,Darell Shaffer,,,darellmatt@gmail.com,,Web Form Fillout
351116,,Brian Williams,Partner,"Carl Marks Management Company, Llc",bwilliams@carlmarks.com,212-909-8400,Manual List Upload
248383,,Victor Anderson Rodriguez rojas,Supervisor,Informatik,victor.rodriguezr@usil.pe,,Manual List Upload
11121946,Inactive Investor,Joshua Cross,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 500 Lee St E",josh.cross@ml.com,,Salesforce
11052159,Inactive Investor,Paul Castillo,,J.P. Morgan Securities LLC Arvada CO 9159 Kendrick St,paul.c.castillo@jpmorgan.com,,Salesforce
10769993,Inactive Investor,Linda Nicolosi,,"Cadaret, Grant & Co., Inc. Buffalo NY 6500 Sheridan Dr",lnicolosi@cadaretgrant.com,,Salesforce
10899564,Inactive Investor,Scott Hendrix,Independent Advisor Representative,"Calton & Associates, Inc.",scott.hendrix@calton.com,,Salesforce
10996472,Inactive Investor,Douglas Klein,Financial Advisor,Edward Jones Denver CO 7535 E Hampden Ave,,,Salesforce
10661703,,Adam Gerchen,,,arg@gerchen.com,,List Import
10861168,Inactive Investor,Derek Vogt,,"Osaic Wealth, Inc. Malvern PA Private Residence",,,Salesforce
10926041,Inactive Investor,Bryan Mortenson,Chief Compliance Officer;President,"Long Lake Capital Management, LLC",bmortenson@longlakecapital.com,,Salesforce
10759075,Inactive Investor,Cameron Azad,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,cameron.azad@ubs.com,,Salesforce
9585297,,Osamu Watanabe,,,owatanabe@moelis.com,,List import
10944391,Inactive Investor,Rolando Aguirre,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,rolando.aguirre@jpmorgan.com,,Salesforce
9617456,,Christopher Geneser,,,cgeneser@civc.com,,List import
105785,,Roger Woodruff,,None,rdwoodruff@gmail.com,5099910114,
11038019,Inactive Investor,Noah Milling,,Morgan Stanley Palm Beach FL 450 Royal Palm Way,,,Salesforce
11183997,Inactive Investor,Taurayi Murapa,Founder;President,Murapa Investments,,,Salesforce
10832672,Inactive Investor,Thomas Hendell,Chief Compliance Officer,Dunton Ammon Gresham Jr,,,Salesforce
10850580,Inactive Investor,Megan Schwab,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,megan.schwab@jpmorgan.com,,Salesforce
10795685,Inactive Investor,Michael Norvell,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Boulder CO 1801 13th St",michael.norvell@rbc.com,,Salesforce
10800709,Inactive Investor,Jon Parker,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,jon.parker.seev@statefarm.com,,Salesforce
10870680,Inactive Investor,Robert Weaver,Financial Planner,"Osaic FA, Inc. Fairbanks AK 121 Spruce St",robert.weaver@lfg.com,,Salesforce
11121929,Inactive Investor,Austin Moherman,,LPL Financial LLC Costa Mesa CA 949 S Coast Dr,austin.moherman@lpl.com,,Salesforce
9597870,,Gustavo Braga,,,segurandotrabalho@gmail.com,,List import
10959597,Inactive Investor,Patricia Geyer,,"Allstate Financial Services, LLC Crown Point IN 10917 Miami St",patriciageyer@allstate.com,,Salesforce
10662278,,Paul Peterson,,,paul.peterson@fmr.com,,List Import
10981586,Inactive Investor,Omar Zamora-Delgado,,J.P. Morgan Securities LLC Berkeley CA 2150 Shattuck Ave,omar.zamora-delgado@chase.com,,Salesforce
9639817,,Jim Fugel,,,jfugel@slu.edu,,List import
11210925,Inactive Investor,Darcie Steinmetz,,"Allstate Financial Services, LLC Minneapolis MN 8065 Brooklyn Blvd",dsteinmetz@allstate.com,,Salesforce
11208121,Inactive Investor,Andrew Creekmur,Wealth Advisor,"Creekmur Asset Management, LLC",drew@creekmurwealth.com,,Salesforce
9582926,,Cameron Reeves,,,cmreeves@ft.newyorklife.com,,List import
10780621,Inactive Investor,Richard White,,"Avantax Investment Services, Inc. Newport Beach CA 23 Corporate Plaza Dr",,,Salesforce
9572095,,Chris Landis,,,chris.landis@pnc.com,,List import
10815133,Inactive Investor,Louis Wheless,Chief Compliance Officer;Chief Financial Officer;Financial Advisor,"Tar River Wealth Planning, LLC",,,Salesforce
6869572,,Norma S Smith,,,vmjdtfezhsqzbid@eurokool.com,,Web Form Fillout
11146696,Inactive Investor,Dennis Arnold,Premier Banker,"Wells Fargo Clearing Services, LLC West Milford NJ 1 Marshall Hill Rd",dennis.arnold@wellsfargo.com,,Salesforce
9570285,,Davidson Wan,,,dwan@veritionfund.com,,List import
11040803,Inactive Investor,Alison Kramer,,PFS Investments Inc. State College PA 1372 S Atherton St,,,Salesforce
9611444,,Daniel Weiss,,,dweiss@advisorgroup.com,,List import
11167725,Inactive Investor,Robert Foersterling,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,rob.foersterling@ubs.com,,Salesforce
9635207,,D Mcnamee,,,bmcnamee@measuredwealth.net,,List import
9607637,,George Mason,,,themasongroupworks@gmail.com,,List import
213764,,Michael Jacowski,,[Unknown],mjacowski@mac.com,,source
10816164,Inactive Investor,Michael Priede,,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
10827104,Inactive Investor,Jason Sinclair,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,jason.sinclair@morganstanley.com,,Salesforce
10646935,,Howard Fry,,,fryh@stifel.com,,List Import
11210412,Inactive Investor,Tyler Cella,Investment Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,tyler.cella@jpmorgan.com,,Salesforce
10852525,Inactive Investor,Feng Liu,,NYLIFE Securities LLC Raleigh NC 4140 Parklake Ave,fliu@ft.newyorklife.com,,Salesforce
10883803,Inactive Investor,Michelle Felendes,Financial Advisor,"Equitable Advisors, LLC Irvine CA 2050 Main St",michelle.curry@equitable.com,,Salesforce
11036779,Inactive Investor,Andrew Thelander,,"FBL Marketing Services, LLC Queen Creek AZ 18933 E San Tan Blvd",andrew.thelander@fbfs.com,,Salesforce
10888132,Inactive Investor,Roger Lewis,,"Voya Financial Advisors, Inc. Lisle IL 2525 Cabot Dr",roger.lewis@voya.com,,Salesforce
10835152,Inactive Investor,Terry Sandvold,,"Osaic Wealth, Inc. Hopkins MN 10900 Wayzata Blvd",,,Salesforce
11039765,Inactive Investor,Jenna DeMoss,,"Kestra Investment Services, LLC Nashville IL 9627 Wall St",,,Salesforce
11098455,Inactive Investor,Brenda Moore,Assistant Vice President;Wealth Management Associate,Morgan Stanley Columbus OH 4449 Easton Way,brenda.moore@morganstanley.com,,Salesforce
11095856,Inactive Investor,Charles Hyman,Chief Executive Officer;Founder;President;Regulatory Contact,Charles D. Hyman & Company,chuck@charlesdhyman.com,,Salesforce
9542703,,SIMON JOWETT,,,simon.jowett@mthree.com,,List import
224178,,Ross Thompson,,[Unknown],rosst76@gmail.com,,Direct
11203469,Inactive Investor,Brian Wynn,,Thrivent Investment Management Inc. Dekalb IL 143 N 2nd St,brian.wynn@thrivent.com,,Salesforce
11258884,,hgdjhsgghgshsg fghgshgh,,,fghgssg@edu.com,,Web Form Fillout
10770365,Inactive Investor,Brian Turner,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,brian.turner@jpmorgan.com,,Salesforce
370490,,James Parillo,,United States,jparillo7@hotmail.com,,Salesforce
10944814,Inactive Investor,Jean Mrotek,,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",jeannie.mrotek@rbc.com,,Salesforce
10974382,Inactive Investor,Terry Thompson,Financial Advisor,"Osaic Wealth, Inc. Traverse City MI 3409 Veterans Dr",tthompson@osaicwealth.com,,Salesforce
11162311,Inactive Investor,Gregory Kaiser,Financial Advisor,"Pruco Securities, LLC. Camp Hill PA 150 Corporate Center Dr",gregory.kaiser@ml.com,,Salesforce
11119343,Inactive Investor,Austin Abbott,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10829473,Inactive Investor,Perry Wein,Financial Advisor,Edward Jones Park Ridge IL 32 Main St,perry.wein@edwardjones.com,,Salesforce
10907242,Inactive Investor,Carrie Guy,Client Service Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,carrie.grace.guy@morganstanley.com,,Salesforce
175284,,Franki Aitken,Senior Vice President of Finance and Operations,[Unknown],frankia@bccf.org, +1 610 685 2223,Database Upload
10929755,Inactive Investor,Diane Butturff,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",diane.butturff@nm.com,,Salesforce
9617458,,John Fife,,,jfife@chicagoventure.com,,List import
10974516,Inactive Investor,Travis Tupper,,Kovack Securities Inc. Aberdeen SD 401 Vivian St S,travis@kovacksecurities.com,,Salesforce
9573762,,Daniel Barzach,,,dbarzach@tigerglobal.com,,List import
11062912,Inactive Investor,Dion Vokos,,"Farmers Financial Solutions, LLC Aptos CA 6990 Soquel Dr",dvokos@farmersagent.com,,Salesforce
10838660,Inactive Investor,John Blanks,,NYLIFE Securities LLC Lynchburg VA 7315 Timberlake Rd,johnblanks@ft.newyorklife.com,,Salesforce
11108537,Inactive Investor,David Longobardi,,"Cobra Trading, Inc.",,,Salesforce
9606586,,Wilfred Daye,,,wdaye@enigma-securities.io,,List import
108180,,Daniel Lemmer,,n/a,dan.lemmer@yahoo.com,715-370-6671,Organic Search
9623284,,SEONG DAE HAN Kim,,,3hhnlove3@gmail.com,,List import
10818205,Inactive Investor,Michael Evans,,Morgan Stanley Sandy UT 200 W Civic Center Dr,michael.evans@morganstanley.com,,Salesforce
10982461,Inactive Investor,Joy Becerra,,"ValMark Securities, Inc. Orlando FL 301 E Pine St",,,Salesforce
10997659,Inactive Investor,Walker Fulco,Chief Compliance Officer;Managing Member;Senior Investment Advisor,Fulco Capital Management,walker@fulcocapital.com,,Salesforce
11171491,Inactive Investor,Thomas Campbell,Financial Advisor,Edward Jones Exton PA 614 Wharton Blvd,t.r.campbell@edwardjones.com,,Salesforce
10988242,Inactive Investor,Joseph Hetzer,Member,"Royal Palms Capital, LLC",,,Salesforce
10843273,Inactive Investor,Howard Perlroth,Financial Advisor,"Ameriprise Financial Services, LLC Rockville MD 2400 Research Blvd",howard.perlroth@ampf.com,,Salesforce
9618116,,Dani Farber,,,dfarber@hudsonbaycapital.com,,List import
11218670,,Clint Farabaugh,,,clint.farabaugh@lpl.com,,Other
10902680,Inactive Investor,Colin Hollingsworth,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",colin.hollingsworth@ml.com,,Salesforce
11027680,Inactive Investor,Adam Woxland,,"Principal Securities, Inc. Belle Fourche SD 519 State St",woxland.adam@principal.com,,Salesforce
11156465,Inactive Investor,Robert Vasquez,,J.P. Morgan Securities LLC Inglewood CA 11344 Crenshaw Blvd,robert.vasquez@jpmorgan.com,,Salesforce
10936430,Inactive Investor,Jason Owyang,Managing Member;Managing Partner,Lanes Wealth Management LLC,jason@laneswm.com,,Salesforce
10696279,,Marc Lefurge,,THE INVESTMENT CENTER INC,mlefurge@investctr.com,,List Import
11190032,Inactive Investor,Kristy Rosenberger,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",kristy.rosenberger@nm.com,,Salesforce
10966716,Inactive Investor,Sean Durkin,Partner;Senior Financial Advisor,"Axis Wealth Partners, LLC",sdurkin@axiswp.com,,Salesforce
370885,,Emma Mummert,,United States,tjmummert@gmail.com,,Salesforce
11210604,Inactive Investor,James Reinhold,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10904795,Inactive Investor,Spencer Kamoni,Paraplanner,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",spencerkamoni@financialguide.com,,Salesforce
9386346,,John Michaelson,,,jmichaelson@michaelsoncapital.com,,Web form fillout
9565013,,Frantz Lubin,,,frantz_lubin@hotmail.com,,List import
11228984,Inactive Investor,William Fox,Associate,Edward Jones Annapolis MD 1410 Forest Dr,,,Salesforce
9608896,,Robert Press,,,bpress@tcacap.com,,List import
11037671,Inactive Investor,Catherine Chesnalavage,,"Empower Financial Services, Inc Conway SC 1014 Muskeg Ct",catherine.chesnalavage@empower.com,,Salesforce
10999752,Inactive Investor,David Nguyen,,"Allstate Financial Services, LLC San Jose CA 3241 S White Rd",dnguyen@allstate.com,,Salesforce
11150134,Inactive Investor,Peter Fisher,,"Osaic Wealth, Inc. Aventura FL Private Residence",,,Salesforce
11116387,Inactive Investor,John House,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,john.house@primerica.com,,Salesforce
9544938,,John Rosen,,,kyle@rosencapital.com,,List import
11122862,Inactive Investor,Kevin Gianfortune,Financial Planner,LPL Financial LLC Voorhees NJ 1202 Laurel Oak Rd,kevin.gianfortune@lpl.com,,Salesforce
10902452,Inactive Investor,Tucker Swartz,Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,tucker.swartz@morganstanley.com,,Salesforce
10809789,Inactive Investor,Dominick Ciocia,,B. Riley Wealth Management Ronkonkoma NY 500 Portion Rd,dciocia@brileywealth.com,,Salesforce
10644379,,Janice Wahnon,,,janice.wahnon@israelbonds.com,,List Import
11022485,Inactive Investor,Alexa Natichioni,,"Allstate Financial Services, LLC Naples FL 12820 Tamiami Trl N",alexaredish@allstate.com,,Salesforce
11154983,Inactive Investor,Elizabeth Underwood,,LPL Financial LLC Lakeport CA 1605 S Main St,elizabeth.underwood@lpl.com,,Salesforce
10867348,Inactive Investor,Felix Malitsky,Financial Professional,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
11032265,Inactive Investor,Gabriel Ferra,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,gabriel.ferra@citigroup.com,,Salesforce
11038257,Inactive Investor,Kristin Ellison,,LPL Financial LLC Kokomo IN 2800 S Reed Rd,kristin.ellison@lpl.com,,Salesforce
10962549,Inactive Investor,Eisha Jones,,"Concourse Financial Group Securities, Inc. Cleveland TX Private Residence",eisha.jones@concoursefinancial.com,,Salesforce
11143768,Inactive Investor,Michael Costa,,"Osaic Institutions, Inc. Miami FL 2875 NE 191st St",,,Salesforce
10918603,Inactive Investor,Jonathon Chalk,Financial Advisor,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,,,Salesforce
10974355,Inactive Investor,Stacy Hochthanner,Financial Advisor,"Ameriprise Financial Services, LLC Okemos MI 2549 Jolly Rd",stacy.m.hochthanner@ampf.com,,Salesforce
11022397,Inactive Investor,Kenneth Shahbaz,Financial Advisor,Holderness Investments Co,,,Salesforce
11021129,Inactive Investor,Nicholas Ng,,Neuberger Berman BD LLC,nicholas.ng@nb.com,,Salesforce
9638524,,Marvin Bush,,,mbush@winstonpartners.com,,List import
11127865,Inactive Investor,Matthew Mullen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,matthew.mullen@fidelity.com,,Salesforce
10772572,Inactive Investor,Charles McAfee,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 10000 Sagemore Dr",charles.mcafee@wellsfargoadvisors.com,,Salesforce
10886922,Inactive Investor,Rohan Dhote,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",rohan.dhote@ml.com,,Salesforce
11137148,Inactive Investor,Andres Andujar,,J.P. Morgan Securities LLC Scarsdale NY 660 Central Park Ave,andres.andujar@chase.com,,Salesforce
11124279,Inactive Investor,Fred Tedder,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,fatedder@ft.newyorklife.com,,Salesforce
10802990,Inactive Investor,Eric Lyons,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,eric.lyons@opco.com,,Salesforce
11106898,Inactive Investor,Tyler Hansen,,LPL Financial LLC Las Vegas NV 1980 Festival Plaza Dr,tyler.hansen@lpl.com,,Salesforce
10952019,Inactive Investor,Robert Blackwell,Financial Advisor,LPL Financial LLC Anniston AL 1302 Noble St,clay.blackwell@lpl.com,,Salesforce
9570420,,Jae Waters,,,jwaters@royalaa.com,,List import
10919097,Inactive Investor,Blair Smith,Owner,"Smith, Blair",,,Salesforce
11217680,,Youssef Lahlou,,,youssef.lahlou@jpmorgan.com,,List Import
10659394,,Dominick Davero,,,dominick.davero@countryfinancial.com,,List Import
7042044,,Patricia Smith,,,xafasom160@orgria.com,,Web Form Fillout
334560,,Lupe Camargo,Financial Planner,Perspective Financial Services Llc,lupe@moneyaz.com,602-281-4357,Manual List Upload
9600574,,Jeremy Friedman,,,jafriedman123@gmail.com,,List import
10848941,Inactive Investor,Andrew Altfest,President,Altfest Personal Wealth Management,aaltfest@altfest.com,,Salesforce
9544934,,Daniel Wu,,,dwwu1212@yahoo.com,,List import
11045867,Inactive Investor,Brock Norton,Financial Services Representative,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
10811204,Inactive Investor,William Sly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Berkeley CA 2546 San Pablo Ave",william.sly@ml.com,,Salesforce
11124792,Inactive Investor,Dana Edwards,Vice President,"Wells Fargo Advisors Financial Network, LLC Wilmington DE 3801 Kennett Pike",dana.edwards@wellsfargoadvisors.com,,Salesforce
121727,,Igor Brener,,[Unknown],igor@21hhs.com,,source
9645766,,Guillermo Serrano,,,superricobitcoin@gmail.com,,List import
9597171,,adam burton,,,adamburton@gideonfinancial.com,,List import
10826108,Inactive Investor,Timothy Clark,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",timothy.clark@wellsfargo.com,,Salesforce
11156985,Inactive Investor,John Walsh,President;Wealth Advisor,Financial Insights,jwalsh@financialinsights.net,,Salesforce
10926593,Inactive Investor,Matthew Cohen,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,matthewcohen.team@fidelity.com,,Salesforce
248459,,Wiriyaporn Wonggattaleekam,Lecturer,Chiang Mai University,w.wonggattaleekam@gmail.com,,Manual List Upload
9560490,,Ace Moore,,,arceonul.moore@gmail.com,,List import
10968257,Inactive Investor,Landon Anthon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11259988,Inactive Investor,Aiden Yoo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
351026,,David White,Manager,Pile Wealth Management,dwhite@pilecpas.com,317-269-3454,Manual List Upload
11142849,Inactive Investor,Jay Bollman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Grimes IA 1220 NE Station Xing",jay.d.bollman@ampf.com,,Salesforce
10819006,Inactive Investor,Steven Wright,Operations,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
9557043,,Anthony Dubbaneh,,,anthony.dubbaneh@lbpwm.com,,List import
10801868,Inactive Investor,Steven Dangel,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",steve.dangel@raymondjames.com,,Salesforce
9585416,,Virendra Singh,,,singh.of.virendra@gmail.com,,List import
11092638,Inactive Investor,Zachary Jimerson,Financial Consultant,"Equitable Advisors, LLC Vacaville CA 260 Powder Ct",zachary.jimerson@equitable.com,,Salesforce
10813051,Inactive Investor,John Coffman,,"Osaic Wealth, Inc. Greenwood IN 1266 Lincoln Park Blvd",,,Salesforce
10977007,Inactive Investor,Stacy Towle,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,stacy.sedlaktowle@primerica.com,,Salesforce
10971564,Inactive Investor,Richard Gonzalez,,J.P. Morgan Securities LLC Tarpon Springs FL 41206 US Hwy 19 N,richard.gonzalez@chase.com,,Salesforce
10510436,,Marcel Benjamin,Fixed Income Strategist,SSGA,marcel_benjamin@ssga.com,,List Import
11255406,Inactive Investor,Teresa Greenip,Partner;Senior Manager - Wealth Management,"Aspiriant, LLC San Francisco CA 50 California St",tgreenip@aspiriant.com,,Salesforce
11167132,Inactive Investor,Christopher Sloan,Financial Advisor,Thrivent Investment Management Inc. Alpharetta GA 1125 Sanctuary Pkwy,christopher.sloan@thrivent.com,,Salesforce
9603806,,Vishal Dutta,,,vishal.dutta@gmail.com,,List import
11057810,Inactive Investor,Matthew Bingham,Customer Service Advisor,J.P. Morgan Securities LLC Downers Grove IL 1200 Ogden Ave,matthew.p.bingham@jpmorgan.com,,Salesforce
10874601,Inactive Investor,Eric Eggleston,Financial Advisor,Edward Jones Ruidoso NM 26130 US Hwy 70,eric.eggleston@edwardjones.com,,Salesforce
10833115,Inactive Investor,Daryl Debol,Financial Advisor,LPL Financial LLC Princeville HI 4175 Kamalani Ln,daryl.debol@lpl.com,,Salesforce
9561387,,Barry Grossman,,,barrysgrossman@gmail.com,,List import
10844368,Inactive Investor,Justin Farris,Chief Compliance Officer;Managing Member;Owner;Partner,Farris Capital Management Inc.,justin@farriscap.com,,Salesforce
371775,,Susan Luo,,Canada,susanluo06@gmail.com,,Salesforce
10658671,,Alexander Marmitt,,,amarmitt@wintrustwealth.com,,List Import
219091,,Curzon Heaselden,,[Unknown],s46w36@yahoo.com,,Direct
11136269,Inactive Investor,Joseph Calvo,Supervision Officer,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joseph.calvo@schwab.com,,Salesforce
10762349,Inactive Investor,Adrienne Dobbs,Wealth Management Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,adrienne.dobbs@morganstanley.com,,Salesforce
10760611,Inactive Investor,James Wright,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
205986,,Tim McCune,,N/A,tim@mccune.name,3106632161,Organic Search
11151937,Inactive Investor,Dana Vlasics,Licensing Trainee,Thrivent Investment Management Inc. Nazareth PA 18 Mauch Chunk St,dana.vlasics@thrivent.com,,Salesforce
10797533,Inactive Investor,John McLaughlin,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",john.p.mclaughlin@ml.com,,Salesforce
9574161,,Elizabeth Gonzalez,,,eycedo@gmail.com,,List import
11113835,Inactive Investor,Kaitlyn Pfluger,,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",kaitlyn.pfluger@nextfinancial.com,,Salesforce
208325,,Anita Herrera,,United States,aherrera@otclegal.com,,
10848867,Inactive Investor,Ryan Quinn,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
10898066,Inactive Investor,Jonathan Farrell,,Commonwealth Financial Network Brentwood TN 100 Winners Cir N,,,Salesforce
10908070,Inactive Investor,Marc Thebaud,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",marc.thebaud@ml.com,,Salesforce
11155317,Inactive Investor,Kevin Douglas,,J.P. Morgan Securities LLC San Rafael CA 1099 4th St,kevin.douglas@jpmorgan.com,,Salesforce
10988786,Inactive Investor,Ethan Jackson,Wealth Advisor,"Cassady Schiller Wealth Management, LLC",ejackson@cassadyschillerwealth.com,,Salesforce
9593291,,Wade O?Neal,,,woneal33@gmail.com,,List import
9644628,,Ray Ham,,,rayham38@yahoo.com,,List import
11102395,Inactive Investor,John Keenum,Shareholder,Retirement Management Systems Severna Park MD 696 Ritchie Hwy,,,Salesforce
211704,,Amelia Chasse Alcivar,Chief of Staff,Governor Larry Hogan,amelia.alcivar@maryland.gov,,Content
11146950,Inactive Investor,Beau Sharpe,,State Farm VP Management Corp. Round Rock TX 4010 Sandy Brook Dr,beau.sharpe.dypr@statefarm.com,,Salesforce
10993584,Inactive Investor,Jason Shannon,,"MML Investors Services, LLC Fulton NY 909 W 1st St S",,,Salesforce
7528102,,Guillermo Leon,,,leon.guillermo@yahoo.com,,Web Form Fillout
142351,,George Howe,Managing Director,"U.s. Capital Wealth Advisors, Llc",ghowe@uscallc.com,,
10963570,Inactive Investor,John Askin,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10789080,Inactive Investor,Lonnie Lamazza,,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",,,Salesforce
10837394,Inactive Investor,Eric Krouse,Chief Operating Officer;Financial Advisor;Options Principal;Regulatory Contact,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",erickrouse@pinnacle-llc.com,,Salesforce
352525,,Jason Doughtry,Client Relationship Executive,"Quadrant Private Wealth Management, Llc",jdoughtry@quadrantpw.com,610-849-2743,Manual List Upload
11027920,Inactive Investor,Rachel Watkins,,J.P. Morgan Securities LLC Manhattan KS 623 N Manhattan Ave,rachel.watkins@jpmorgan.com,,Salesforce
10814221,Inactive Investor,Phillip Clark,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",phillip_clark@ml.com,,Salesforce
10872402,Inactive Investor,Willard Murphy,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11134253,Inactive Investor,David Widor,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,kristian.widor@morganstanley.com,,Salesforce
10814000,Inactive Investor,Robert Dowdle,Financial Advisor,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",rob.dowdle@nm.com,,Salesforce
9646676,,Callen Wayne,,,bryanc@ceteranetworks.com,,List import
11158915,Inactive Investor,Claudine Johnson,Financial Advisor,Investment Management Group Whitefish MT 6588 US Hwy 93 S,claudine.johnson@stockmanbank.com,,Salesforce
343902,,James Pope,Member,Advisor.investments,james@advisor.investments,225-292-0687,Manual List Upload
11066849,Inactive Investor,Michael McGovern,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",m_mcgovern@ml.com,,Salesforce
11260831,Inactive Investor,Joseph Randazzo,,Janney Montgomery Scott LLC New York NY 641 Lexington Ave,,,Salesforce
11033650,Inactive Investor,Jeanna Woods,Director - Private Wealth Management,Robert W. Baird & Co. Incorporated,jwoods@rwbaird.com,,Salesforce
11167218,Inactive Investor,Andrew Hendershot,Relationship Manager,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,,,Salesforce
11197302,Inactive Investor,Zacharry Wilson,Financial Advisor,PNC Investments Tampa FL Private Residence,zacharry.wilson@pnc.com,,Salesforce
10988248,Inactive Investor,Cory Lusk,,Edward Jones Topeka KS 5943 SW 29th St,,,Salesforce
11071200,Inactive Investor,Tammy Feldmann,,"Cambridge Investment Research, Inc. Manchester IA 201 E Main St",,,Salesforce
10766401,Inactive Investor,Bruce Keith,Financial Advisor,Edward Jones Algona IA 100 N Phillips St,bruce.keith@edwardjones.com,,Salesforce
10807246,Inactive Investor,Mark Brahney,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,mark.brahney@morganstanley.com,,Salesforce
10913648,Inactive Investor,Joshua Lightcap,Financial Advisor,Edward Jones San Diego CA 5083 Santa Monica Ave,joshua.lightcap@edwardjones.com,,Salesforce
10487251,,David Stutsman,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",david_a_stutsman@ml.com,,List Import
11019544,Inactive Investor,Bryan Becker,Senior Wealth Advisor,"Richardson Capital Management, LLC",bryan@richardson-financial.com,,Salesforce
11071544,Inactive Investor,Phillip Stern,Chief Operating Officer,Compass Capital Management Inc,phillips@compasscap.com,,Salesforce
10904935,Inactive Investor,Keith Ryan,,Commonwealth Financial Network Melville NY 576 Broadhollow Rd,,,Salesforce
11043392,Inactive Investor,Alexander Schillaci,Chief Compliance Officer;Director - Operations,Rock Harbor Partners LLC,,,Salesforce
10924326,Inactive Investor,Roland Wawrzyniak,,"Avantax Investment Services, Inc. Austin TX 9951 Anderson Mill Rd",,,Salesforce
10989364,Inactive Investor,Dominic Rosso,,LPL Financial LLC Jeannette PA 800 Lowry Ave,niko.rosso@lpl.com,,Salesforce
10945280,Inactive Investor,Greg Piechota,Financial Advisor,PNC Investments Tannersville PA 2856 Rte 611,greg.piechota@pnc.com,,Salesforce
11078847,Inactive Investor,Stephen Babson,Financial Advisor,Edward Jones Glens Falls NY Private Residence,steve.babson@edwardjones.com,,Salesforce
10850329,Inactive Investor,Jonathan Hoffman,Wealth Management Advisor,"Good Life Advisors, LLC Mount Pleasant SC 1124 Park West Blvd",jonathan.hoffman@goodlifefa.com,,Salesforce
11107311,Inactive Investor,Michael Gunn,,J.P. Morgan Securities LLC Port Huron MI 1226 24th St,,,Salesforce
10488168,,Stephen Pletcher,"Financial Advisor, Vice President",Morgan Stanley,stephen.pletcher@morganstanley.com,,List Import
11025932,Inactive Investor,Connie Stein Neff,,"American Portfolios Financial Services, Inc. Stuart FL 850 NW Federal Hwy",cneff@americanportfolios.com,,Salesforce
11061233,Inactive Investor,Ann Fuss,,"OneAmerica Securities, Inc.",barclay.fuss@oneamerica.com,,Salesforce
11223890,,[Unknown],,,latinobling47@gmail.com,,List Import
10931108,Inactive Investor,Kristopher Preble,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,kpreble@ft.newyorklife.com,,Salesforce
248166,,Daniel Ryan,Trader,Distributed cap,ddryan83@gmail.com,,Manual List Upload
11201398,Inactive Investor,Blake Mcginley,,Cetera Advisor Networks LLC San Jose CA 1275 S Winchester Blvd,,,Salesforce
8410673,,ahmed sidi dris,,,ahmedsididriss@gmail.com,,Web form fillout
141926,,Sharon Henley,Chief Product Officer,Coincover,sharon@coincover.com,(650) 868-3747,Direct
10777941,Inactive Investor,Paul Fahrenwald,Financial Advisor,Edward Jones Plano TX 2805 Dallas Pkwy,paul.fahrenwald@edwardjones.com,,Salesforce
11080701,Inactive Investor,Bradley Joyner,Senior Advisor,NFP Retirement Inc. Bethesda MD 6500 Rock Spring Dr,bradley.joyner@nfp.com,,Salesforce
10841142,Inactive Investor,Michael Mednansky,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Casper WY 550 N Poplar St",michael.mednansky@ml.com,,Salesforce
11120215,Inactive Investor,Laurence Celniker,Financial Advisor,"Bleakley Financial Group, LLC",larry.celniker@bleakley.com,,Salesforce
10817934,Inactive Investor,John Trinkwalder,,J.P. Morgan Securities LLC New York NY 360 Park Ave,john.trinkwalder@jpmorgan.com,,Salesforce
10981146,Inactive Investor,Wanxuan Shi,,Citigroup Global Markets Inc.,,,Salesforce
9556745,,yc lau,,,yc901@hotmail.com,,List import
11174624,Inactive Investor,Atsuko Zapata-Ninomiya,Financial Consultant,"Equitable Advisors, LLC Portland OR 121 SW Morrison St",atsuko.ninomiya@equitable.com,,Salesforce
248336,,Leon-Gerard Vandenberg,CEO,Sunified Group of Companies,lg@sunified.com,,Manual List Upload
11130581,Inactive Investor,Angela Zelensky,,"Ameriprise Financial Services, LLC Grosse Pointe MI 20180 Mack Ave",angela.zelensky@ampf.com,,Salesforce
11043523,Inactive Investor,Wesley Meeker,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11026613,Inactive Investor,Jacob Ehret,,"FBL Marketing Services, LLC Brownsdale MN 100 Mill St N",jacob.ehret@fbfs.com,,Salesforce
10827286,Inactive Investor,Jody Liljequist-Greuel,,"Raymond James Financial Services, Inc. Fargo ND 1555 43rd St S",jody.liljequistgreuel@raymondjames.com,,Salesforce
11230298,Inactive Investor,Leonetta Swiney,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,ldswiney@ft.newyorklife.com,,Salesforce
5022179,,kilosa dew,,,hawavoh948@invodua.com,,Web Form Fillout
10811650,Inactive Investor,Nathan Hoyt,Chief Investment Officer,"Regent Peak Wealth Advisors, LLC",nhoyt@regentpeakwealth.com,,Salesforce
11061973,Inactive Investor,Matthew Lehman,Financial Advisor,LPL Financial LLC Grand Rapids MI 3635 29th St SE,matthew.lehman@lpl.com,,Salesforce
5770896,,jeremy christensen,,,jeremy.christensen@ampf.com,,Web Form Fillout
10980445,Inactive Investor,Alejandro Ramos-Rivera,,"Intercam Securities, Inc.",,,Salesforce
9617836,,Paul Kessler,,,pkessler@bristolcompanies.net,,List import
346998,,Patrick Burnett,Member Of Board Of Managers,"Duncan Williams Asset Management, Llc",patrick@dwassetmgmt.com,901-435-4250,Manual List Upload
11036186,Inactive Investor,Matthew Wittner,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10892546,Inactive Investor,Jonathan Mauffray,Financial Advisor,Edward Jones Columbia SC 1410 Colonial Life Blvd W,jonathan.mauffray@edwardjones.com,,Salesforce
11099813,Inactive Investor,Sam Alimam,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,salimam@janney.com,,Salesforce
11081927,Inactive Investor,Abioseh Cole,,PFS Investments Inc. Manchester CT 160 Chapel Rd,abiosehjosephcole@primerica.com,,Salesforce
10800375,Inactive Investor,Suhwan Jeong,,Citigroup Global Markets Inc. New York NY 22 W 32nd St,suhwan.jeong@citigroup.com,,Salesforce
10916873,Inactive Investor,Justin Stevens,Financial Advisor,Edward Jones Scottsburg IN 3 E Wardell St,justin.stevens@edwardjones.com,,Salesforce
10890430,Inactive Investor,Hua Zhang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",peggy.zhang@tfaconnect.com,,Salesforce
11030431,Inactive Investor,Jose Valenzuela,,CPR Investments Inc Fort Lauderdale FL 13837 SW 43rd St,jose.valenzuela@cprinvestmentsinc.com,,Salesforce
11138641,Inactive Investor,Claudie Armstrong,Financial Advisor,LPL Financial LLC Greensboro NC 620 Green Valley Rd,claude.armstrong@lpl.com,,Salesforce
10927778,Inactive Investor,Robert Labonte,,Ages Financial Services Ltd. Hampton NH 490 Lafayette Rd,,,Salesforce
11050237,Inactive Investor,Michael Cohen,,"The Leaders Group, Inc.",,,Salesforce
9579200,,Michael Mcclary,,,michael.mcclary@valmarksecurities.com,,List import
10617536,,Matt Lewis,,,matt.lewis@primerica.com,,List Import
11039235,Inactive Investor,Catherine Mattera,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10799015,Inactive Investor,Gregory Davies,Financial Advisor,LPL Financial LLC Troy MI 3155 W Big Beaver Rd,gregory.davies@lpl.com,,Salesforce
11031304,Inactive Investor,Robert Burnett,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
11209662,Inactive Investor,Keith Downey,Founding Partner;Managing Director;Member;Regulatory Contact,Stronghold Wealth Management L.L.C.,kdowney@strwealth.com,,Salesforce
10821588,Inactive Investor,Carrie Horlings,First Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Grand Rapids MI 333 Bridge St NW,carrie.horlings@ubs.com,,Salesforce
11072139,Inactive Investor,Christopher Gates,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
9587917,,Kay Crofford,,,kay@jmadvise.com,,List import
235676,, -,,[[Unknown]],nburns@stanford.edu,,
11152158,Inactive Investor,Kenneth Cerini,,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",,,Salesforce
10840665,Inactive Investor,Brian Fox,,"Raymond James Financial Services, Inc. Saint Petersburg FL 877 Executive Center Dr W",brian.fox@raymondjames.com,,Salesforce
10758083,Inactive Investor,Cary Florio,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",cary.w.florio@ml.com,,Salesforce
10837888,Inactive Investor,Thomas Fanning,,"M Holdings Securities, Inc. Woodbury NY 135 Crossways Park Dr",,,Salesforce
11111314,Inactive Investor,Thomas Weber,,LPL Financial LLC Rutherford NJ Private Residence,thomas.weber@lpl.com,,Salesforce
142237,,James Garland,Financial Professional,"Voya Financial Advisors, Inc.",jgarland@voyafa.com,,
10975479,Inactive Investor,Rikki Parent,,"Northwestern Mutual Investment Services, LLC Iron Mountain MI 724 Carpenter Ave",rikki.gingras@nm.com,,Salesforce
334220,,Richard Phillips,Managing Member,Phillips Financial,phillips@1phillips.com,260-420-7732,Manual List Upload
11012117,Inactive Investor,Shyam Bhatia,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",shyam.bhatia@prudential.com,,Salesforce
11071258,Inactive Investor,Jeff McCracken,,"Advanced Advisor Group, LLC West Fargo ND Private Residence",,,Salesforce
3657914,,Daphnee Volkman,,,jondymhalena@gmail.com,,Web Form Fillout
9575360,,Nilesh Patel,,,nile93@yahoo.com,,List import
10997217,Inactive Investor,Mario Hubbard,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,mariohubbard@primerica.com,,Salesforce
11039200,Inactive Investor,Joel Pettigrew,Financial Advisor,Thrivent Investment Management Inc. Fergus Falls MN 116 S Vine St,joel.pettigrew@thrivent.com,,Salesforce
10848906,Inactive Investor,Barbara Rich,Financial Planner,Commonwealth Financial Network Pawtucket RI 100 Lafayette St,brich@cfnmail.com,,Salesforce
11036890,Inactive Investor,Michael Moore,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",michael.m.moore@ml.com,,Salesforce
9626682,,Bal Haat,,,intimidation_rocks@hotmail.com,,List import
10865688,Inactive Investor,William Downs,,PFS Investments Inc. Louisville KY 350 Evergreen Rd,william.downs@primerica.com,,Salesforce
11197716,Inactive Investor,Adam Driggers,Financial Advisor;Investment Advisor Representative,Edward Jones Azle TX 105 W Main St,adam.driggers@edwardjones.com,,Salesforce
11121307,Inactive Investor,David Arenz,,"Voya Financial Advisors, Inc.",,,Salesforce
10825410,Inactive Investor,James Foley,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,jfoley@jmsonline.com,,Salesforce
248137,,Felipe Arturo Oliva Caceros,Head of Business Development Projects - Issuing Business,BAC Credomatic,folivac@baccredomatic.gt,,Manual List Upload
10886778,Inactive Investor,Zacarias Seto,,"Transamerica Financial Advisors, Inc Bellevue WA 2700 Richards Rd",zac.seto@tfaconnect.com,,Salesforce
344793,,Rosie Vass,Executive Assistant,May River Capital,rvass@mayrivercapital.com,312-750-1781,Manual List Upload
11234069,Inactive Investor,Liam Leonard,Client Relationship Manager,Morgan Stanley Norwell MA 141 Longwater Dr,liam.leonard@morganstanley.com,,Salesforce
10783968,Inactive Investor,Susan Riley,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Jackson MI 3101 Spring Arbor Rd,susan.riley@morganstanley.com,,Salesforce
10983015,Inactive Investor,Michelle Coffey,Chief Compliance Officer;Financial Advisor;Founder,Sea Change Financial Planning,michelle.coffey@seachangefinancialplanning.com,,Salesforce
10969343,Inactive Investor,Trevor Hendricks,,"Raymond James & Associates, Inc.",trevor.hendricks@raymondjames.com,,Salesforce
10848196,Inactive Investor,Peter Kalpakgian,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,peter.kalpakgian@fidelity.com,,Salesforce
11001730,Inactive Investor,Ashley Fehrle,,Cetera Investment Services LLC Brenham TX 501 S Austin St,,,Salesforce
11101958,Inactive Investor,Derek Clement,Private Client Advisor,J.P. Morgan Securities LLC Tampa FL 300 N Franklin St,derek.clement@jpmorgan.com,,Salesforce
9567908,,Thongchai Na Chiangmai,,,mc18502@gmail.com,,List import
11175079,Inactive Investor,Elizabeth Salerno,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",beth_salerno@ml.com,,Salesforce
10899861,Inactive Investor,Alexander Coffman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9585521,,Ivona Kostulak,,,ivona.kostulak@frostbank.com,,List import
11122143,Inactive Investor,Kinnan Seamster,Financial Advisor,Edward Jones Boerne TX 138 Old San Antonio Rd,sean.seamster@edwardjones.com,,Salesforce
11160021,Inactive Investor,Jason Shulman,Managing Member;Managing Partner,"Shulman Demeo Asset Management, LLC",,,Salesforce
11163618,Inactive Investor,Adam Strauss,Managing Director;Partner;Wealth Advisor,"Cresset Asset Management, LLC",astrauss@cressetcapital.com,,Salesforce
11069796,Inactive Investor,Lissette Almanzar,,"HighTower Securities, LLC Melville NY 445 Broadhollow Rd",lalmanzar@hightoweradvisors.com,,Salesforce
9560234,,Justin Floyd,,,jfloyd8045@gmail.com,,List import
186004,,Jeff Cunningham,,[Unknown],bnc84@hotmail.com,,source
11065665,Inactive Investor,Frances Lieu,Wealth Management Analyst,Morgan Stanley San Francisco CA 555 California St,frances.lieu@morganstanleypwm.com,,Salesforce
346150,,Philippe Hofstadt,"CEO, Advisory Board Member","Great Point Partners, Llc",pvanderhofstadt@gppfunds.com,203-971-3300,Manual List Upload
10996529,Inactive Investor,Christopher Burgdorf,Preferred Relationship Manager,"Fifth Third Securities, Inc. Brentwood TN 495 Old Hickory Blvd",christopher.burgdorf@53.com,,Salesforce
11187864,Inactive Investor,Delwyn Shrock,Financial Advisor,Edward Jones Elkhart IN 205 E Jackson Blvd,delwyn.shrock@edwardjones.com,,Salesforce
10644218,,Brian Rippel,,,rippel.brian@ntrs.com,,List Import
10550936,,Timoune Chabi,,,micommunityrealm@gmail.com,,Web Form Fillout
10764056,Inactive Investor,Geoffrey Mizrahi,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Cerritos CA 13355 South St",mizrahig@wellsfargo.com,,Salesforce
10942189,Inactive Investor,Olga Tulina,,LPL Financial LLC Fort Worth TX 1300 Summit Ave,olga.tulina@lpl.com,,Salesforce
10895282,Inactive Investor,Jason Fain,Advisor,"Gerber, LLC",jason.fain@gerberclarity.com,,Salesforce
10920607,Inactive Investor,Adam Stille,Financial Advisor,Edward Jones Russell Springs KY 36 Joe T Petty Dr,adam.stille@edwardjones.com,,Salesforce
10834851,Inactive Investor,Aaron Gingrich,,LPL Financial LLC York PA 220 Saint Charles Way,aaron.gingrich@lpl.com,,Salesforce
11039062,Inactive Investor,Amanda La Brec,Division Leader,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,alabrec@primerica.com,,Salesforce
9644292,,JingWei Hou,,,houjingwei17@gmail.com,,List import
11046328,Inactive Investor,Phillip Niblo,Financial Advisor,FLC Capital Advisors,pniblo@flccapital.com,,Salesforce
11212612,Inactive Investor,Trenton Lewis,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,tdlewis@ft.newyorklife.com,,Salesforce
220918,,yuta ohashi,,[Unknown],yuta.ohashi.8@gmail.com,,Direct
348354,,Terrence Miller,"Director, Institutional Business Development",Crawford Investment Counsel Inc,tmiller@crawfordinvestment.com,770-859-0045,Manual List Upload
123996,,Carlos Morales,Chief Compliance Officer,"Noctua International Wmg, Llc",cmorales@noctuapartners.com,786-220-0330,Manual List Upload
142859,,Ira Utay,,"Hightower Advisors, Llc",iutay@hightoweradvisors.com,(214) 750-5956,
11014669,Inactive Investor,Megan Rodman,,J.P. Morgan Securities LLC Cincinnati OH 12181 Lebanon Rd,megan.rodman@jpmorgan.com,,Salesforce
10811061,Inactive Investor,Ronald Koby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",r_koby@ml.com,,Salesforce
21852,,Janis Zvingelis,Senior Vice President,"Envestnet Asset Management, Inc.",janis.zvingelis@investpmc.com,1-312-827-2800,Database Upload
9560305,,Bij Tah,,,taheri.bijan@yahoo.com,,List import
10884769,Inactive Investor,James Atkins,Associate,J.P. Morgan Securities LLC Kingwood TX 1075 Kingwood Dr,,,Salesforce
11001915,Inactive Investor,Tonya Northcraft,Regional Leader,PFS Investments Inc. Everett PA 100 E Main St,tnorthcraft@primerica.com,,Salesforce
9641883,,Daryl Purdy,,,dpurdy@castlehalldiligence.com,,List import
11002989,Inactive Investor,Jiaying Ma,,"Charles Schwab & Co., Inc. San Mateo CA 1300 S El Camino Real",,,Salesforce
10751115,,Muamer Brkic,,,muamer.brkic20@gmail.com,387603589307,Web form fillout
11066260,Inactive Investor,Thomas Loffredo,,"Cambridge Investment Research, Inc. Nanuet NY 20 Old Turnpike Rd",,,Salesforce
10938367,Inactive Investor,Lyle Cady,,Edward Jones Saint Louis MO 7750 Clayton Rd,matt.cady@edwardjones.com,,Salesforce
9637236,,William Chiles,,,wchiles@pelicanenergypartners.com,,List import
10800413,Inactive Investor,Christopher Smith,Director - Insurance Planning;Executive Director;Financial Advisor;Senior Investment Management Consultant;Workplace Advisor - E,Morgan Stanley Houston TX 2800 Post Oak Blvd,christopher.o.smith@morganstanley.com,,Salesforce
10884884,Inactive Investor,Angelica Pasillas,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,angelica.pasillas@jpmorgan.com,,Salesforce
11133538,Inactive Investor,Gregory Balogh,Financial Advisor,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,gregory_balogh@glic.com,,Salesforce
10957382,Inactive Investor,Andrew Baker,Portfolio Manager,Baker Capital Management Mexico MO 110 W Central St,,,Salesforce
9630518,,M P,,,cryptobaloney@protonmail.com,,List import
60453,,Ayman Ghousheh,"Investment Executive, Vice President","Fifth Third Securities, Inc.",ayman.ghousheh@53.com,440-255-8593,
9635027,,Richard Mack,,,richard.mack@mfin.com,,List import
9634000,,Tony Konig,,,tonykonig@gmail.com,,List import
10919350,Inactive Investor,Craig Vejvoda,,"Principal Securities, Inc. Tulare CA 200 N M St",vejvoda.craig@principal.com,,Salesforce
11042394,Inactive Investor,Michael Glavin,Financial Advisor;Vice President,LPL Financial LLC Villa Park IL 1 Tower Ln,mike.glavin@lpl.com,,Salesforce
9608822,,d wfd,,,df@af.com,,List import
11119887,Inactive Investor,Carl Helleberg,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fond Du Lac WI 66 S Main St",carl.helleberg@rbc.com,,Salesforce
10772999,Inactive Investor,Margaret Benison,,Commonwealth Financial Network Northborough MA 290 W Main St,mbenison@commonwealth.com,,Salesforce
11171100,Inactive Investor,Sarah Zimmerman,Financial Advisor;Investment Advisor Representative,Kane Company Wealth Management PC,sarah@kanecompanypc.com,,Salesforce
11167465,Inactive Investor,Sean Streeter,,"Saybrus Equity Services, LLC Saint Michael MN Private Residence",sstreeter@saybruspartners.com,,Salesforce
10969643,Inactive Investor,Joseline Velasco,,J.P. Morgan Securities LLC New York NY 28 Liberty St,joseline.velasco@jpmorgan.com,,Salesforce
10842728,Inactive Investor,David Tomasetti,President,"Tomasetti Investment Group, LLC",david@tomasettigroup.com,,Salesforce
11117664,Inactive Investor,Barry Dershaw,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",barry.dershaw@ampf.com,,Salesforce
10983401,Inactive Investor,Lynn Tran,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10055 Slater Ave",lynn.tran@tfaconnect.com,,Salesforce
352115,,Andrei Stetsenko,Partner,Farley Capital,info@farleycap.com,212-421-8741,Manual List Upload
11136345,Inactive Investor,Rukmini Bose,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,rukmini.bose@fmr.com,,Salesforce
103601,,Sachin Aggarwal,Board of Directors Member,AMS Inform,sachin@amsinform.com,,
95227,,Gary Samuelson,Financial Associate,Thrivent Investment Management Inc.,gary.samuelson@thrivent.com,704-786-9388,
11202685,Inactive Investor,Layla Greenwood,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,layla_greenwood@vanguard.com,,Salesforce
236387,, -,,[[Unknown]],mirghaderi.khalil42@gmail.com,,
10975461,Inactive Investor,Logan Lewis,,Fidelity Brokerage Services LLC Fort Worth TX Private Residence,,,Salesforce
339519,,Nicole Keshishian,"Office Manager, Executive Assistant","Lem Capital, L.p.",keshishian@lemcapital.com,215-557-9600,Manual List Upload
9627772,,Refat Chowdhury,,,refatchowdhury1@gmail.com,,List import
11175190,Inactive Investor,Diego Giraldo,,J.P. Morgan Securities LLC Spring Valley CA 619 Sweetwater Rd,diego.giraldo@jpmorgan.com,,Salesforce
10794425,Inactive Investor,Lowell Thomas,Principal,"South Shore Capital Advisors, LLC",lowell@sscainvest.com,,Salesforce
9644299,,Thomas Lin,,,thomaslin51489@gmail.com,,List import
10942472,Inactive Investor,Anton Nijmeh,,"DFPG Investments, LLC San Jose CA 1764 The Alameda",,,Salesforce
10878594,Inactive Investor,Humberto Perez,,"Raymond James Financial Services, Inc. Idaho Falls ID 2225 W Broadway St",humberto.perez@raymondjames.com,,Salesforce
150427,,Ken Plaquin,,[Unknown],kplaquin@shaw.ca,,Webinar
11032398,Inactive Investor,Donald Benner,,"Truist Investment Services, Inc. Staunton VA 205 N Central Ave",don.benner@truist.com,,Salesforce
205251,,tim frazier,,investor,timfrazier22@gmail.com,(212) 222-2222,Paid Search
223946,,Heeseok Lim,,Mirae Asset Financial Group,heeseok.lim@miraeasset.com,,Organic Search
11038411,Inactive Investor,Paresh Shah,,"Lion Street Financial, LLC Hicksville NY 960 S Broadway",pshah@lionstreet.com,,Salesforce
11037253,Inactive Investor,John Singleton,,"Heim, Young & Associates, Inc.",bsingleton@heimyoung.com,,Salesforce
10933343,Inactive Investor,Jaclyn Thorp,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jaclyn.thorp@jpmorgan.com,,Salesforce
10875677,Inactive Investor,Allen Wolfe,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",allen.wolfe@nm.com,,Salesforce
345763,,David Byrne,Portfolio Manager,Setanta Asset Management Ltd,david.byrne@setanta-asset.com,003-531-6124900,Manual List Upload
10974389,Inactive Investor,Sarah Lauber,Financial Planner;Vice President,"Lottsa Financial Services, Inc.",sarah@lottsa.com,,Salesforce
10772352,Inactive Investor,Michele Gasper,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",michele.gasper@ml.com,,Salesforce
11183555,Inactive Investor,Kyle Christensen,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,,,Salesforce
10911973,Inactive Investor,Michael Neff,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",michael.neff@ampf.com,,Salesforce
11095620,Inactive Investor,Joanne Hackenburg,,"SeaCrest Wealth Management, LLC Vero Beach FL Private Residence",jliakos@seacrestwm.com,,Salesforce
10980810,Inactive Investor,Allan Sommer,Financial Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",allan.sommer@nm.com,,Salesforce
6885616,,James Kerley,,,jkerley5154@gmail.com,,Web Form Fillout
9629824,,Paul Pelayo,,,pelayo.paul@gmail.com,,List import
9560803,,Neal Donhoff,,,nealdonhoff@argi.net,,List import
9565670,,mike hodge,,,michael60@vistomail.com,,List import
9646610,,Michael Tran,,,tranmiketrading@gmail.com,,List import
10861974,Inactive Investor,Charles Eberle,,State Farm VP Management Corp. David City NE 585 E St,chas.eberle.gqro@statefarm.com,,Salesforce
10977855,Inactive Investor,Caitlin DeGroat,Assistant Vice President;Relationship Manager,Beacon Trust,caitlin.degroat@beacontrust.com,,Salesforce
10769598,Inactive Investor,Jonathan Donatelli,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",,,Salesforce
11087197,Inactive Investor,Karl Owens,,LPL Financial LLC Scottsdale AZ 8300 N Hayden Rd,karl.owens@lpl.com,,Salesforce
11213349,Inactive Investor,Andrew Graham,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11169802,Inactive Investor,Kenya Daniel,,"Raymond James Financial Services, Inc. Kent WA 20819 72nd Ave S",kenya.daniel@raymondjames.com,,Salesforce
11133752,Inactive Investor,Jeffrey Richard,,"Harbour Investments, Inc. Platteville WI 35B S Court St",,,Salesforce
10962148,Inactive Investor,Philip Conway,,Paulson Investment Company LLC Saint Petersburg FL 150 2nd Ave N,pconway@paulsoninvestment.com,,Salesforce
10767552,Inactive Investor,Kenneth Mintz,Financial Advisor,"Wells Fargo Clearing Services, LLC Conshohocken PA 1 Fayette St",kenneth.mintz@wellsfargoadvisors.com,,Salesforce
10855307,Inactive Investor,Thomas Sime,Financial Advisor;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,thomas.m.sime@morganstanley.com,,Salesforce
10771341,Inactive Investor,Sara Soucie,Affluent Segment Leader,"Wells Fargo Clearing Services, LLC Exton PA 110 Eagleview Blvd",sara.soucie@wellsfargoadvisors.com,,Salesforce
10992316,Inactive Investor,Franklynn Kasel,Private Client Banker,J.P. Morgan Securities LLC Phoenix AZ 2620 E Camelback Rd,franklynn.kasel@jpmorgan.com,,Salesforce
9646547,,Matthew Hennis,,,mhennis7@gmail.com,,List import
9560520,,Brent Fuchs,,,brent.fuchs@lfg.com,,List import
9620629,,Nicole Rostock,,,nt.incop@gmx.de,,List import
9593684,,Chad Cousino,,,chad.cousino@plantemoran.com,,List import
9613777,,Axel Kalthoff,,,dervon@gmx.de,,List import
9574720,,Nicholas Green,,,nicholas.green@kmsfinancial.com,,List import
9551631,,William Marshall,,,bill.marshall@nisanet.com,,List import
11022694,Inactive Investor,Barry Halpern,Senior Client Associate,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2110 N Oak St",barry.m.halpern@wellsfargoadvisors.com,,Salesforce
10807295,Inactive Investor,William Santoriello,District Leader,PFS Investments Inc. Edison NJ 2015 State Rte 27,william.santoriello@primerica.com,,Salesforce
11058913,Inactive Investor,Trevis Willis,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,trevis.willis@fidelity.com,,Salesforce
1001576,Inactive Investor,Eli Adler,,Citadel,eli.adler@citadelsecurities.com,,Direct
10863365,Inactive Investor,John Regan,,"Herold & Lantern Investments, Inc. San Francisco CA 111 Pine St",jregan@heroldlantern.com,,Salesforce
10929016,Inactive Investor,Joseph Bockus,,Vanguard Marketing Corporation,joseph_bockus@vanguard.com,,Salesforce
9557279,,Paul Kurrasch,,,paul.kurrasch@suntrust.com,,List import
10950747,Inactive Investor,Mike Park,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,mike.park.rl92@statefarm.com,,Salesforce
28849,,Paul Dumitrescu,"Director, CCO",Invesco Asset Management Deutschland Gmbh,paul_dumitrescu@fra.invesco.com, -9807882,
11062342,Inactive Investor,Ryan Schmidt,Managing Member;Partner;Principal;Regulatory Contact,"Palo Alto Wealth Advisors, LLC",ryan@paloaltowealth.com,,Salesforce
166935,,CALEV JIMENEZ,,[Unknown],jm5612851180@outlook.com,,
216837,,MARIO PORRAS,,[Unknown],mporras@iaac.com,,Event
10899407,Inactive Investor,Quiana Jackson,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11178340,Inactive Investor,Ruby Porter,,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,ruby.porter@primerica.com,,Salesforce
9609833,,Greg Wong,,,gregoryw95@yahoo.com,,List import
11049225,Inactive Investor,Jason Hevey,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",jason.hevey@stewardpartners.com,,Salesforce
10946947,Inactive Investor,Patrick Prater,,"Allstate Financial Services, LLC Bentonville AR 916 NW 7th St",patrickprater@allstate.com,,Salesforce
11183066,Inactive Investor,Milton Allen,,"Allstate Financial Services, LLC San Gabriel CA 820 W Las Tunas Dr",miltonallen@allstate.com,,Salesforce
11233354,Inactive Investor,Wilson Saville,Chief Compliance Officer;Chief Financial Officer;President;Secretary,Barrett & Company,wsaville@barrettandcompany.com,,Salesforce
10906447,Inactive Investor,Robert Nusinov,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
11217897,,Andrew Tuder,,,andrew.tuder@jpmorgan.com,,List Import
9585249,,Nathaniel Carswell,,,ncarswell@trifiadv.com,,List import
11193922,Inactive Investor,David Gilmour,Financial Advisor;Financial Planning Specialist;First Vice President;Insurance Planning Director;Portfolio Manager;Vice Presiden,Morgan Stanley Shrewsbury NJ 1030 Broad St,david.gilmour@morganstanley.com,,Salesforce
11037260,Inactive Investor,Michael Jordan,Financial Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,michael.t.jordan@morganstanley.com,,Salesforce
10817766,Inactive Investor,Henry Fyfe,,B. Riley Wealth Management,tfyfe@brileywealth.com,,Salesforce
11017246,Inactive Investor,John Coles,Managing Member;President,"Lone Peak Capital Management, LLC Draper UT 11650 S State St",,,Salesforce
10890383,Inactive Investor,Miguel Olvera,,"U.S. Bancorp Investments, Inc.",miguel.olvera@usbank.com,,Salesforce
10915317,Inactive Investor,Anthony Anzer,,Cetera Advisor Networks LLC Mason OH Private Residence,,,Salesforce
11157161,Inactive Investor,Mark Weston,Financial Advisor;Senior Vice President,Morgan Stanley Windermere FL Private Residence,mark.weston@morganstanley.com,,Salesforce
10825857,Inactive Investor,Jed Otto,,Cetera Financial Specialists LLC Minier IL 204 S Main Ave,jed.otto@ceterafs.com,,Salesforce
10964534,Inactive Investor,Matthew Depew,,"Robinhood Financial, LLC",matthew.depew@robinhood.com,,Salesforce
11117333,Inactive Investor,Liza Trask,,J.P. Morgan Securities LLC South Jordan UT 11423 S Pkwy Plaza Dr,liza.trask@jpmorgan.com,,Salesforce
11204266,Inactive Investor,Kerwin Price,Managing Partner;Member,"Meridian Wealth Advisors, LLC",kirk.price@meridianadvisors.com,,Salesforce
11114436,Inactive Investor,Matthew Heeter,,"American Portfolios Financial Services, Inc. Smithtown NY 227 E Main St",mheeter@americanportfolios.com,,Salesforce
11213129,Inactive Investor,Jason D'Amico,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,jason.damico@fmr.com,,Salesforce
9639373,,Gary Martin,,,gmartin6@macalester.edu,,List import
11078262,Inactive Investor,Michael Battaini,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",michael.battaini@nm.com,,Salesforce
230254,, -,,[Unknown],crowncitycap@sbcglobal.net,,
11010330,Inactive Investor,Jason Ingram,,PFS Investments Inc. Houston TX 3200 Wilcrest Dr,jingram@primerica.com,,Salesforce
10862272,Inactive Investor,David Crumly,Client Service Associate;Corporate Secretary;Research Analyst;Treasurer,Troxell Financial,david.crumly@troxellfinancial.com,,Salesforce
10798383,Inactive Investor,Juan Rascon,,Cetera Investment Services LLC Houston TX 825 Town and Country Ln,juan.rascon@ceterais.com,,Salesforce
11196402,Inactive Investor,Liam Gilroy,Managing Member;Managing Partner,Fortis Wealth Management,liam.gilroy@investfortis.com,,Salesforce
11016162,Inactive Investor,Luis Villavicencio,,"IFP Securities, LLC",luis.villavicencio@ifpartners.com,,Salesforce
10929276,Inactive Investor,Lacey Morrison,Financial Advisor,Commonwealth Financial Network Meridian MS 4815 N Park Dr,lmorrison@commonwealth.com,,Salesforce
10947993,Inactive Investor,Michele Easley,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
11183872,Inactive Investor,Gary Kennedy,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",gary.kennedy@wellsfargoadvisors.com,,Salesforce
10754288,Inactive Investor,Jason Goehring,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",jason.goehring@ml.com,,Salesforce
371110,,Ben Dover,,[Unknown],feedmyvillageser@gmail.com,,Salesforce
10886987,Inactive Investor,Deni Dufault,,Cetera Advisors LLC Glen NH 69 US Rte 302,deni.dufault@ceteraadvisors.com,,Salesforce
11217107,,Qiushuhao Fu,,,qiushuhao.fu@nb.com,,Other
11172116,Inactive Investor,Paul Bonapart,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Corte Madera CA 520 Tamalpais Dr,pbonapart@commonwealth.com,,Salesforce
10897370,Inactive Investor,Gregory Pace,Financial Advisor,Edward Jones Sanford NC 131 Chatham St,scott.pace@edwardjones.com,,Salesforce
11177924,Inactive Investor,Seth Wilkins,Financial Advisor,Edward Jones Live Oak FL 123 Howard St E,seth.wilkins@edwardjones.com,,Salesforce
11033609,Inactive Investor,Anthony Sauceda,,"Allstate Financial Services, LLC San Antonio TX 9055 Marbach Rd",asauceda@allstate.com,,Salesforce
9618885,,Hailey Wilson,,,hlwilson50@gmail.com,,List import
10860487,Inactive Investor,David Karlson,,Cetera Financial Specialists LLC Milwaukee WI 1223 E Howard Ave,david.karlson@ceterafs.com,,Salesforce
11026808,Inactive Investor,Rachel Seiler,Wealth Manager,Creative Planning Oak Brook IL 1515 W 22nd St,rachel.seiler@creativeplanning.com,,Salesforce
10831032,Inactive Investor,Gary Gerald,Chief Executive Officer;President,The Marin Group Inc. Charleston SC 58 Broad St,,,Salesforce
9562518,,Jennifer Boland,,,jboland@wealthenhancement.com,,List import
11026121,Inactive Investor,Ronnie Holmes,,"Osaic FS, Inc. Fort Mitchell KY 211 Grandview Dr",,,Salesforce
11147493,Inactive Investor,Bret Gallin,,"Wells Fargo Advisors Financial Network, LLC Great Neck NY 1000 Northern Blvd",bret.gallin@wfafinet.com,,Salesforce
11026198,Inactive Investor,Craig Caimi,Financial Advisor,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",ccaimi@financialguide.com,,Salesforce
11111435,Inactive Investor,Robert Waldman,,Citigroup Global Markets Inc.,robert.waldman@citi.com,,Salesforce
10876986,Inactive Investor,Nusrat Haque,,"Wells Fargo Clearing Services, LLC Minneapolis MN 300 Hwy 169 S",nusrat.haque@wellsfargoadvisors.com,,Salesforce
9642868,,Q W,,,tosiyot717@donmah.com,,List import
9575462,,joseph ryan,,,lryan146@comcast.net,,List import
11232620,Inactive Investor,Jansen Bailey,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 100 Galleria Pkwy SE",,,Salesforce
350611,,Donald Kondub,Executive Director,Nutter Investment Advisors,dkondub@nutter.com,617-439-2100,Manual List Upload
10802843,Inactive Investor,Howard Chin,Managing Director;Portfolio Manager,Seabridge Investment Advisors LLC,hchin@seabridge.com,,Salesforce
10777330,Inactive Investor,Lauri Camden,Senior Client Associate,Morgan Stanley Spring TX 24 Waterway Ave,lauri.camden@morganstanley.com,,Salesforce
10833414,Inactive Investor,Laura Eldon,,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",laura.eldon@raymondjames.com,,Salesforce
10755103,Inactive Investor,Mary Caulfield,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",mary.caulfield@ml.com,,Salesforce
374791,,Dale Phillips,CFP,,dale@harborsideadvisorgroup.com,,Salesforce
11191234,Inactive Investor,Meghan Mader,Director;Financial Advisor,"TSG Advice Partners, LLC",m.mader@tsgadvice.com,,Salesforce
10777997,Inactive Investor,Cindy Ziegler,Financial Advisor,"Citizens Securities, Inc. Rochester NY 3158 Chili Ave",cindy.l.ziegler@citizenssecurities.com,,Salesforce
11210109,Inactive Investor,Scott Penning,,"Northwestern Mutual Investment Services, LLC Mission KS 2000 Shawnee Mission Pkwy",scott.penning@nm.com,,Salesforce
10897008,Inactive Investor,Jonathan Levin,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",jonathan.levin@wellsfargoadvisors.com,,Salesforce
9624386,,eric wood,,,ewood1025@gmail.com,,List import
11102726,Inactive Investor,Sandy Bayne,,J.P. Morgan Securities LLC San Diego CA 101 W Broadway,sandy.bayne@jpmorgan.com,,Salesforce
336563,,Kollen Post,,Cointelegraph,kollenpost@cointelegraph.com,,Direct
10967657,Inactive Investor,Kenneth Herring,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9648443,,Eunsub Shin,,,sohoses@gmail.com,,List import
9542960,,Jereme Smith,,,amazonbeatebay@gmail.com,,List import
10987423,Inactive Investor,Robert Sanfelippo,Private Client Banker,Key Investment Services LLC,robert_sanfelippo@keybank.com,,Salesforce
10892778,Inactive Investor,Jose Pineda,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jose.delcidpineda@chase.com,,Salesforce
234746,, -,,[[Unknown]],wiltercaetano@hotmail.com,,
9621027,,Joseph Bourne,,,joebourne@comcast.net,,List import
11123934,Inactive Investor,Erik Gutierrez Sanchez,,J.P. Morgan Securities LLC Burbank CA 3521 W Magnolia Blvd,erik.gutierrez-sanchez@jpmorgan.com,,Salesforce
11229842,Inactive Investor,Jordan Raymond,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",,,Salesforce
11001861,Inactive Investor,Harrison Wang,Financial Planner;Financial Professional Associate,"Pruco Securities, LLC. Houston TX 1233 West Loop S",harrison.wang@prudential.com,,Salesforce
235944,, -,,[[Unknown]],pattyg01@yahoo.com,,
10917946,Inactive Investor,Jeffrey Davis,Investment Executive,"Fifth Third Securities, Inc. Charlotte NC 11206 Providence Rd W",jeffrey.davis@53.com,,Salesforce
29138,,Robert Vinall,"Owner, Chief Compliance Officer",Rv Capital,rob@rvcapital.ch,001-414-15114687,
225374,,enrico vecchione,,[Unknown],vecchione@sodi.com,,Organic Search
10696180,,Nelson Dao,,"LIFEINVEST ASSET
MANAGEMENT SA",nddao@bcbbank.com,,List import
11000649,Inactive Investor,Joseph Theam,Financial Consultant,"Equitable Advisors, LLC Modesto CA Private Residence",joseph.theam@equitable.com,,Salesforce
10808936,Inactive Investor,Lynnette Worstell,Senior Client Assistant,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",,,Salesforce
170110,,Darryl Trudel,,[Unknown],darryltrudel@hotmail.com,,
11151436,Inactive Investor,John Caviglia,,"Osaic Wealth, Inc. Fresno CA 575 E Locust Ave",,,Salesforce
10878621,Inactive Investor,Timothy Clifford,Chief Compliance Officer;Financial Consultant;Managing Member;Managing Partner,"Core Wealth Consultants, LLC",timothy.clifford@five20.com,,Salesforce
11011216,Inactive Investor,John Lugo,,"R.M. Stark & Co., Inc.",jlugo@rmstark.com,,Salesforce
9608106,,Will Cramer,,,wbcramer@live.com,,List import
339910,,John Shine,Vice President,"Trubee, Collins & Co., Inc.",jshine@trubeecollins.com,716-849-1401,Manual List Upload
10986738,Inactive Investor,Tyler Howarth,,"Raymond James Financial Services, Inc. Knoxville TN 136 Concord Rd",tyler.howarth@raymondjames.com,,Salesforce
11092953,Inactive Investor,William Bailey,,"Southeast Investments, N.C., Inc. Colfax NC Private Residence",wbailey@seinvestnc.com,,Salesforce
1591263,,grant dalziel,,[Unknown],thedigitaladcosocialmedia@gmail.com,,
11106773,Inactive Investor,Ronan Gaudario,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Luna Capital Management, LLC",,,Salesforce
11093593,Inactive Investor,Helen Perez,Wealth Advisor,"Wang Financial, LLC",helen@bergquistwang.com,,Salesforce
10900858,Inactive Investor,Lisa Oktavia,,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",lisa.oktavia@tfaconnect.com,,Salesforce
10965989,Inactive Investor,Mitchell Duplantis,,"W&S Brokerage Services, Inc. Metairie LA 1 Galleria Blvd",mitch.duplantis@wslife.com,,Salesforce
11201930,Inactive Investor,Rohan James,,PFS Investments Inc. Wilmington DE 5301 Limestone Rd,rohan.james@primerica.com,,Salesforce
9562692,,Frederico Campos,,,fredericocampos@sapo.pt,,List import
11070970,Inactive Investor,Mala Emera,,"Voya Financial Advisors, Inc. Iselin NJ 33 Wood Ave S",mala.emera@voya.com,,Salesforce
11292544,,Daniel Lee,,,info@kplay.net,,Web Form Fillout
10967947,Inactive Investor,Kelsey Phelon,,Citigroup Global Markets Inc.,,,Salesforce
9553973,,Thabang Thotsejane,,,thabng25molaba@gmail.com,,List import
10829234,Inactive Investor,Joanna Pasterczyk,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Merrillville IN 707 E 80th Pl",joanna.pasterczyk@ml.com,,Salesforce
10897391,Inactive Investor,Joan Smith,Financial Advisor,Edward Jones California MD 23076 Three Notch Rd,joan.smith@edwardjones.com,,Salesforce
11061207,Inactive Investor,Todd Walker,Financial Advisor,Edward Jones Lawrence KS 4106 W 6th St,todd.walker@edwardjones.com,,Salesforce
9601402,,Vishal Sood,,,vishalsood@gmail.com,,List import
9550727,,Henri Moudi,,,henri.moudi@missioncreekcap.com,,List import
11210802,Inactive Investor,Doan Nguyen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynnwood WA 3220 188th St SW",doan.nguyen@ml.com,,Salesforce
10763148,Inactive Investor,Amy Tyrrell,Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,amy.tyrrell@ubs.com,,Salesforce
9637508,,Joji Takeuchi,,,joji.takeuchi@am-one.co.jp,,List import
120062,,Daniel Neeley,"Shareholder, Vice President",Harold Dance Investments,dan@harolddance.com,435-752-8484,
11218306,,Justin Carr,,,carrj@stifel.com,,List Import
10894029,Inactive Investor,Spencer May,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,s.may@fi.com,,Salesforce
11069867,Inactive Investor,Karla Velazquez-Diaz,,"Wells Fargo Clearing Services, LLC Chula Vista CA 1232 Broadway",,,Salesforce
9572490,,Mohsen Ghasemi Bersiani,,,mohsen.ghasemi.bersiani@gmail.com,,List import
10908763,Inactive Investor,Steven Engelbrecht,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,stevenengelbrecht@statefarm.com,,Salesforce
11158078,Inactive Investor,Harry Hopkins,Branch Manager;Financial Advisor,"Smith, Moore & Co. Jefferson City MO 2412 Hyde Park Rd",deanh@smithmoore.com,,Salesforce
6984835,,Dendle Smith,,,vibix33932@wireps.com,,Web Form Fillout
10924180,Inactive Investor,Wesley MacDonald,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",,,Salesforce
9541094,,John R Behun,,,jbehun2@gmail.com,,List import
11175060,Inactive Investor,Steven Hoeg,,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,,,Salesforce
11127453,Inactive Investor,John Chambers,,"Osaic Wealth, Inc.",,,Salesforce
9628489,,Eric Frisk,,,bigfrisko@gmail.com,,List import
228549,, -,,[[Unknown]],okudilipaschal@gmail.com,,
11080114,Inactive Investor,Gage Gwin,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
11165999,Inactive Investor,Gloria Sanchez,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,,,Salesforce
10762324,Inactive Investor,Matthew Beamer,Chief Compliance Officer;Financial Planner;Senior Financial Planner;Senior Plan Designer,Coordinated Financial Planning Corp,,,Salesforce
11178433,Inactive Investor,Debora Zentmyer,,J.P. Morgan Securities LLC Strongsville OH 15980 Pearl Rd,debora.e.zentmyer@jpmorgan.com,,Salesforce
10865671,Inactive Investor,Matthew Luken,,"Fifth Third Securities, Inc. Independence KY 2064 Declaration Dr",matthew.luken@53.com,,Salesforce
9557540,,Daniel Friedlander,,,djfriedlander@unitedplanners.com,,List import
10821929,Inactive Investor,Kevin Stierwald,Financial Advisor,Edward Jones Metairie LA 6660 Riverside Dr,kevin.stierwald@edwardjones.com,,Salesforce
9565453,,Michael Meggison,,,mmeggison@gmail.com,,List import
10878358,Inactive Investor,Irene Fayn,,Citigroup Global Markets Inc.,irene.fayn@citi.com,,Salesforce
11008110,Inactive Investor,Daniel Tice,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,danieltice@statefarm.com,,Salesforce
10839445,Inactive Investor,Ruchika Master,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",ruchika.j.master@wellsfargo.com,,Salesforce
10827560,Inactive Investor,Henry Paap,,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",henry.paap@wellsfargoadvisors.com,,Salesforce
10757170,Inactive Investor,David Deeter,Founding Partner;Member;Tax Partner,"SignatureFD, LLC",,,Salesforce
11054210,Inactive Investor,Steven Peacock,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",steven.g.peacock@ampf.com,,Salesforce
1003171,Inactive Investor,Anthony Shook,,AeroChain,anthony@phari.com,,3rd Party Lead Gen
10891413,Inactive Investor,Gloria Soto,,"Farmers Financial Solutions, LLC San Antonio TX 1103 New Laredo Hwy",gsoto@farmersagent.com,,Salesforce
9631567,,Jack Blavk,,,wonderzstudios@gmail.com,,List import
11254478,Inactive Investor,John Green,Complex Operations Manager,"RBC Capital Markets, LLC San Francisco CA 345 California St",,,Salesforce
10821018,Inactive Investor,Margaret Disammartino,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",margaret_disammartino@ml.com,,Salesforce
227378,,Morgan -,,Morgan [[Unknown]],martinriley483@gmail.com,,Direct
347356,,Sue Larson,Office Manager,Intellicents Investment Solutions Inc,sue.larson@intellicents.com,507-377-2919,Manual List Upload
11011942,Inactive Investor,Zackary Thalgott,,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
10997040,Inactive Investor,Anissa Franks,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11002924,Inactive Investor,Katherine Martin,Chief Operating Officer;Vice President,Morgan Stanley Dallas TX 2121 N Pearl St,,,Salesforce
9611680,,Brittany Rothnem,,,brittany.rothnem@lplfinancial.com,,List import
11072333,Inactive Investor,Alexa Reiniger,,LPL Financial LLC Westerville OH 1001 Eastwind Dr,alexa.reiniger@lpl.com,,Salesforce
223,,,,,american.pharoah@videotron.ca,,
10802865,Inactive Investor,Kevin Johnson,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Saint Cloud MN 400 1st St S",kevin.w.johnson2@wellsfargo.com,,Salesforce
11005912,Inactive Investor,Lucy Matsumoto,,"Encompass More Investments, LLC Valencia CA 28494 Westinghouse Pl",,,Salesforce
10899555,Inactive Investor,Darla Nelson,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,darla.nelson@primerica.com,,Salesforce
11236164,Inactive Investor,Christopher Van Loan,,Key Investment Services LLC Ravena NY 2327 US Rte 9 W,christopher.van-loan@key.com,,Salesforce
198988,,Dave McMillan,Partner & CIO of Hedge Funds,[Unknown],dave.mcmillan@mercer.com, +1 314 982 5744,Database Upload
10904827,Inactive Investor,Jason Braunstein,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",jbraunstein@financialguide.com,,Salesforce
11141272,Inactive Investor,Bryan Castellanos,,Fidelity Brokerage Services LLC,,,Salesforce
9631089,,Mickaël Cassy,,,mickael.cassy@gmail.com,,List import
11230060,Inactive Investor,Raymond Finocchio,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,rjfinocchio@ft.newyorklife.com,,Salesforce
119617,,Brian Craig,,Eagle Strategies LLC Plano TX 7160 Dallas Pkwy,bjcraig@ft.newyorklife.com,406-255-6300,
9611725,,Raphael PIERRE,,,pierre.raphael@gmail.com,,List import
11061988,Inactive Investor,Robert Tomasello,Managing Member;President;Principal;Regulatory Contact,Guardian Investment Management,robert@guardinv.com,,Salesforce
10794532,Inactive Investor,Daniel Latham,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",daniel.latham@wellsfargoadvisors.com,,Salesforce
11085683,Inactive Investor,Ryan Moyer,Senior Vice President,"Raymond James & Associates, Inc. Zanesville OH 17 N 4th St",ryan.moyer@raymondjames.com,,Salesforce
11112439,Inactive Investor,Tyler Pettit,Financial Advisor;Senior Vice President,D.A. Davidson & Co. South Jordan UT 489 W South Jordan Pkwy,tpettit@dadco.com,,Salesforce
11008535,Inactive Investor,Michelle Lee,,"Northwestern Mutual Investment Services, LLC Ontario CA 3633 Inland Empire Blvd",michelle.lee@nm.com,,Salesforce
10822048,Inactive Investor,Joseph Degrazia,Chief Compliance Officer;President,"LMC Investments, Inc.",,,Salesforce
10886020,Inactive Investor,Thomas Rhee,,Citigroup Global Markets Inc.,thomas.rhee@citigroup.com,,Salesforce
10941997,Inactive Investor,Heather Trinh,,"Transamerica Financial Advisors, Inc San Diego CA 9988 Hibert St",heather.trinh@tfaconnect.com,,Salesforce
10861227,Inactive Investor,Shokouh Mousavi Ahmadi,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",shokouh.mousavi@ml.com,,Salesforce
10938719,Inactive Investor,David Martin,Financial Advisor,"Pruco Securities, LLC. Rome NY 7786 Turin Rd",david.martin@prudential.com,,Salesforce
10949163,Inactive Investor,Thomas Leffel,Financial Analyst;Trader,"Procyon Advisors, LLC",tleffel@procyonpartners.net,,Salesforce
11142879,Inactive Investor,Irina Grober,,J.P. Morgan Securities LLC East Brunswick NJ 629 State Rte 18,irina.grober@chase.com,,Salesforce
10902785,Inactive Investor,Barry Goldberg,Financial Advisor,Commonwealth Financial Network Pittsboro NC Private Residence,bgoldberg@commonwealth.com,,Salesforce
11150060,Inactive Investor,Jonathan Yoder,Financial Advisor,Edward Jones Coldwater OH 106 S 2nd St,john.yoder@edwardjones.com,,Salesforce
11188800,Inactive Investor,Christopher Kennedy,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,christopher.kennedy@primerica.com,,Salesforce
10876317,Inactive Investor,Thomas Debacker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9633719,,Amila kaggodachchi,,,amila833@hotmail.com,,List import
10828622,Inactive Investor,Nigel Douglas,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10824664,Inactive Investor,Roger Doty,Branch Manager;Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Statesboro GA 35 S Main St",roger.doty@wellsfargoadvisors.com,,Salesforce
10774316,Inactive Investor,Sanford Hubbard,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Forsyth IL 241 W Weaver Rd,sanford.hubbard@morganstanley.com,,Salesforce
10820302,Inactive Investor,John Lawrence,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Southport NC 5211 Eason St",,,Salesforce
10964009,Inactive Investor,Steven Leonard,Financial Advisor,Edward Jones Saint Louis MO 4 Cityplace Dr,steve.leonard@edwardjones.com,,Salesforce
11115964,Inactive Investor,Lori Tose,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 5747 Perimeter Dr",lori.tose@wfa.com,,Salesforce
11006303,Inactive Investor,John Davis,Financial Advisor,"Ameriprise Financial Services, LLC Spring TX 25511 Budde Rd",john.d.davis@ampf.com,,Salesforce
10963285,Inactive Investor,Robbie Godfrey,,Country Capital Management Company,robbie.godfrey@countryfinancial.com,,Salesforce
10897335,Inactive Investor,Andrew Warren,,Victory Financial,andywarren@victoryfinancialgroup.com,,Salesforce
11029356,Inactive Investor,Preston Cole,,Citigroup Global Markets Inc.,,,Salesforce
9568338,,Steven Warner,,,steven.warner@valic.com,,List import
10790749,Inactive Investor,Barry Jacobson,,LPL Financial LLC Ithaca NY 317 N Aurora St,barry.jacobson@lpl.com,,Salesforce
10790396,Inactive Investor,Eduardo Bonilla,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",eduardo.bonilla@raymondjames.com,,Salesforce
11169112,Inactive Investor,John Steurer,Financial Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 7733 Forsyth Blvd",john.b.steurer@ampf.com,,Salesforce
11118185,Inactive Investor,Kaj Dolo,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,kdolo@ft.newyorklife.com,,Salesforce
11124463,Inactive Investor,Ty Bennett,,J.P. Morgan Securities LLC Veradale WA 15609 E Sprague Ave,,,Salesforce
11161680,Inactive Investor,Michelle Marcatos,Registered Client Service Associate,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,michelle.marcatos@morganstanley.com,,Salesforce
352455,,Jennifer Christianson,Client Advocate,"Cherry Tree Wealth Management, Llc",jchristianson@cherrytree.com,952-893-9012,Manual List Upload
11114274,Inactive Investor,Rachel Stewart,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,,,Salesforce
11171777,Inactive Investor,Rye Alley,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 160 Federal St,rye.alley@jpmorgan.com,,Salesforce
10877972,Inactive Investor,John Madden,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,,,Salesforce
11124403,Inactive Investor,Joel Roth,Financial Advisor,LPL Financial LLC Temperance MI 7433 Jackman Rd,joel.roth@lpl.com,,Salesforce
11071889,Inactive Investor,Elizabeth Hagen,,"Raymond James Financial Services, Inc. Bend OR 360 SW Bond St",elizabeth.hagen@raymondjames.com,,Salesforce
10867000,Inactive Investor,Nicolas Radisay,Financial Professional,LPL Financial LLC Laguna Beach CA Private Residence,nicolas.radisay@lpl.com,,Salesforce
10910705,Inactive Investor,Henry Wildhack,Investment Advisor;Managing Member;President;Regulatory Contact,"Armory Capital Management, LLC",,,Salesforce
10881556,Inactive Investor,Brian Tamasi,,"Osaic Wealth, Inc. Leawood KS 12405 Beverly St",,,Salesforce
344503,,Bart Aby,Member,Allied Investment Advisors Llc,bart@alliedinvest.net,406-839-2037,Manual List Upload
10761444,Inactive Investor,Gilbert Mauro,Financial Advisor;Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,gilbert.mauro@morganstanley.com,,Salesforce
7447819,,Pablo Retamales,,,pablo.retamales@gmail.com,,Web form fillout
11261298,Inactive Investor,Louis Ruize,Director - Research;Portfolio Manager,Valicenti Advisory Services Inc,louisruize@valicenti.com,,Salesforce
9647998,,Mohammad Sali Hassan,,,mohammadsali_hassan@yahoo.com.ph,,List import
11048104,Inactive Investor,Stanley Hunter,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,sohunter@ft.newyorklife.com,,Salesforce
9554328,,Christopher Larson,,,chris.larson@primerobot.com,,List import
11170884,Inactive Investor,Frank Germano,,"Osaic FS, Inc. East Hartford CT 50 Founders Plz",,,Salesforce
9644873,,Vladimir Cervantes,,,millonariocervantes@gmail.com,,List import
11070954,Inactive Investor,Ashly Schiller,,"Northwestern Mutual Investment Services, LLC Saint Augustine FL 108 Sea Grove Main St",ashly.schiller@nm.com,,Salesforce
9583938,,Jami Merrell,,,jami.hadelman@fidelity.com,,List import
9560286,,Stephen Juszczyszyn,,,smjuszczyszyn@delinvest.com,,List import
10939055,Inactive Investor,Ryan Galloway,Investment Advisor Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10908993,Inactive Investor,Jeffry Woodcock,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",jeffry.woodcock@ampf.com,,Salesforce
10856568,Inactive Investor,James Hebets,,"Kestra Investment Services, LLC Phoenix AZ 2575 E Camelback Rd",,,Salesforce
11061461,Inactive Investor,Jeffrey Harari,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,Montag Atlanta GA 133 Peachtree St,jeffharari@montagwealth.com,,Salesforce
11092005,Inactive Investor,Felix Segura,Managing Member;Managing Partner;Regulatory Contact,LXG Wealth Advisory LLC,felix.segura@lxgwa.com,,Salesforce
27835,,Thivarat Yaemphaka,,Thailand,thivaratyaemphaka@gmail.com,,
10758717,Inactive Investor,Daniel Ellison,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",daniel_ellison@ml.com,,Salesforce
9545554,,Lorraine Bishop,,,lbishop@partnervest.com,,List import
11078169,Inactive Investor,Tania Hagel,,J.P. Morgan Securities LLC Flagstaff AZ 4830 N US Hwy 89,tania.hagel@jpmorgan.com,,Salesforce
11218385,,Lillian Trapp,,,lillian.trapp@jpmorgan.com,,List Import
9599851,,Brian Holmes,,,brian.holmes@personalcapital.com,,List import
10967366,Inactive Investor,Kyle Klumb,,Cetera Advisor Networks LLC Marinette WI 2035 Marinette Ave,,,Salesforce
10280067,,Nicole PerezLopez,,,nicoleperezlopez006@gmail.com,,Web Form Fillout
11157328,Inactive Investor,David Raabe,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fort Wayne IN 7030 Pointe Inverness Way",,,Salesforce
11006790,Inactive Investor,Richard Parker,,Grant Williams L.P.,,,Salesforce
10835610,Inactive Investor,Brian Ake,Financial Advisor,Commonwealth Financial Network Stuart FL 515 SW Camden Ave,bake@commonwealth.com,,Salesforce
10862368,Inactive Investor,Gene Clark,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",bert.clark@nm.com,,Salesforce
10986777,Inactive Investor,Chelsea Tankus,,"Kestra Investment Services, LLC Boulder CO 3800 Arapahoe Ave",,,Salesforce
334132,,James Thomas,Member,"Mason Road Wealth Advisors, L.l.c.",jthomas@bwtpcpa.com,314-626-7400,Manual List Upload
11184201,Inactive Investor,Abigail Claudio-Jackson,Assistant Vice President;Senior Wealth Management Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",abby_claudio@ml.com,,Salesforce
11010737,Inactive Investor,Tyler Laplant,,NYLIFE Securities LLC Kennewick WA Private Residence,tlaplant@ft.newyorklife.com,,Salesforce
10780225,Inactive Investor,Daniel Sheff,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.sheff@jpmorgan.com,,Salesforce
9611624,,Duncan McBride,,,duncanmcbride35@gmail.com,,List import
11180839,Inactive Investor,John Rowland,,Citigroup Global Markets Inc.,john.c.rowland@citi.com,,Salesforce
10884007,Inactive Investor,Peter Van Dessel,Chief Investment Officer;Founding Member,"Abbington Investment Group, LLC Westport CT 251 Riverside Ave",peter.van-dessel@abbingtongroup.com,,Salesforce
11146783,Inactive Investor,Tina Vancuren,,PFS Investments Inc. Goshen NY 15 Matthews St,tvancuren@primerica.com,,Salesforce
11146392,Inactive Investor,Sarah Babcock,Wealth Management Associate,Morgan Stanley New York NY 101 Park Ave,sarah.babcock@morganstanley.com,,Salesforce
9582263,,Nancy Guillen,,,nancy.guillen@cfdinvestments.com,,List import
10891908,Inactive Investor,Lee Mize,,"Avantax Investment Services, Inc. Jonesboro GA 530 Flint Trl",,,Salesforce
10612050,,Jonathan Gottlieb,"Financial Advisor, Managing Director",,jonathan.gottlieb@morganstanley.com,,List Import
10615733,,Michael Walls,,,mwalls@lincolninvestment.com,,List Import
140226,,Joseph Lomeo,,Personal Capital Advisors Corporation,joseph.lomeo@personalcapital.com,,
10852891,Inactive Investor,Gregory Warburton,,Vanguard Marketing Corporation,gregory_warburton@vanguard.com,,Salesforce
10934179,Inactive Investor,Kimberly Keyserling,Assistant Vice President;Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaufort SC 700 Bay St",kimberly.keyserling@ml.com,,Salesforce
10989755,Inactive Investor,Antonio Elias Magana,Private Client Advisor,J.P. Morgan Securities LLC Atlanta GA 5000 Peachtree Blvd,antonio.elias-magana@jpmorgan.com,,Salesforce
9646304,,amith ranga,,,amithvikramr@gmail.com,,List import
9584508,,James Glover,,,jglover@masecurities.com,,List import
11238962,Inactive Investor,Joseph Pooler,,Cira Scm,jpooler@ifmi.com,,Salesforce
2050,,Johannes Arnold,Portfolio Manager,"Nordstern Capital Investors, LLC",jarnold@nordstern-capital.com,1-646-9200223,Initial Salesforce Import
11000826,Inactive Investor,Chad Curtis,,"Independent Financial Group, LLC Woodstock GA Private Residence",,,Salesforce
9565655,,Kenneth Szczypka,,,ken.szczypka@voya.com,,List import
342640,,Michael Sullivan,Member,"Linchris Capital Management, Llc",msullivan@linchris.com,781-826-8824,Manual List Upload
10764742,Inactive Investor,Paul Wolf,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",paul.a.wolf@nm.com,,Salesforce
11095118,Inactive Investor,Sheryl Rains,Financial Advisor,Edward Jones Escanaba MI 843 N Lincoln Rd,sheryl.rains@edwardjones.com,,Salesforce
10487609,,Barton Gunter,"Financial Advisor, Principal",LPL Financial LLC,barton.gunter@lpl.com,,List Import
11133248,Inactive Investor,Marko Semiz,,J.P. Morgan Securities LLC Edmonds WA 424 5th Ave S,marko.semiz@jpmorgan.com,,Salesforce
11174405,Inactive Investor,Maria Rivera,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,maria_rivera@vanguard.com,,Salesforce
11149765,Inactive Investor,Kristian Maya,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9550393,,Brenden Becker,,,bbecker@bronsonpoint.com,,List import
9624472,,Barbara Foster,,,mipsmart529@gmail.com,,List import
11035087,Inactive Investor,Joshua Tiffany,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",joshua.tiffany@prudential.com,,Salesforce
10951790,Inactive Investor,Colleen Knafla,,Cetera Advisor Networks LLC Saint Cloud MN 400 1st St S,colleen.knafla@cetera.com,,Salesforce
10606600,,Matthew Cherashore,Portfolio Manager,Tocqueville Asset Management LP,mcherashore@tocqueville.com,212-698-0800,List Import
11026200,Inactive Investor,Crescenzo Galli,,"Wealth Management Associates, Inc.",cgalli@wealthmanage.net,,Salesforce
11059676,Inactive Investor,Bryan Mackle,,Vanguard Marketing Corporation,bryan_mackle@vanguard.com,,Salesforce
10859607,Inactive Investor,Christopher Wells,Financial Advisor,LPL Financial LLC Springfield OH 30 Warder St,christopher.m.wells@lpl.com,,Salesforce
9593705,,Justin Rash,,,justinrash@bellsouth.net,,List import
10903525,Inactive Investor,Christopher Lauer,Financial Professional,"MML Investors Services, LLC Buffalo NY 65 Bryant Woods S",clauer@financialguide.com,,Salesforce
9587062,,James Twining,,,james.twining@financialplaninc.com,,List import
9550158,,Lucy Jiexian Zang,,,lucy.zang@tengyuepartners.com,,List import
11011750,Inactive Investor,Cody VerHuel,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11145582,Inactive Investor,Gregory Keefer,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,gregory.keefer@morganstanley.com,,Salesforce
10617269,,Brian O Connell,,,brian.m.oconnell@ampf.com,,List Import
11169373,Inactive Investor,Rune Westerlind,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,rune.westerlind@fidelity.com,,Salesforce
143543,,Brian Mattingly,"Trading, Investment Associate","Argi Investment Services, Llc",brianmattingly@argi.net,502-753-0609,Manual List Upload
11045449,Inactive Investor,Julie Shumake,,"Wells Fargo Clearing Services, LLC",julie.shumake@wellsfargo.com,,Salesforce
9543847,,HAO CHEN,,,ethanchen92@gmail.com,,List import
11188206,Inactive Investor,Leticia Da Conceicao,,"Farmers Financial Solutions, LLC Roseville CA 1624 Santa Clara Dr",,,Salesforce
9543886,,James Trotter,,,james.trotter@transamerica.com,,List import
9619125,,Christopher Hoffman,,,christopher.hoffman@citadel.com,,List import
10911869,Inactive Investor,Paul Hodge,,"Meridian Wealth Management, LLC Mandeville LA 2090 Woodrow St",phodge@meridianwealthllc.com,,Salesforce
71604,,"Jane Fang, MD, MS",CEO,Polaris Strategic Partners,jfang@polaris-strategicpartners.com,,
10961262,Inactive Investor,Christofer Moore,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9646586,,Thomas Faulkner,,,tomfaulkner0401@icloud.com,,List import
10867240,Inactive Investor,Donald Smith,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,wayne.smith.ichp@statefarm.com,,Salesforce
10778294,Inactive Investor,William Fusco,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Madison CT 64 Wall St",wfusco@stifel.com,,Salesforce
10787308,Inactive Investor,Ralph Williamson,,"Northwestern Mutual Investment Services, LLC Piketon OH 7033 US Hwy 23",ralph.williamson@nm.com,,Salesforce
11013397,Inactive Investor,Nicole Dowd-Mckechnie,,"Northwestern Mutual Investment Services, LLC Sault Sainte Marie MI 531 Ashmun St",,,Salesforce
9645288,,Not Real,,,notreal@gmail.com,,List import
10894527,Inactive Investor,David Pickei,Member;Principal,Reye Partners Asset Management LLC Leesburg VA Private Residence,dpickei@reyepartners.com,,Salesforce
11147895,Inactive Investor,Gary Miller,,NYLIFE Securities LLC Phoenix AZ 1137 E Redfield Rd,gmiller3@ft.newyorklife.com,,Salesforce
9606124,,Daniel Martin -,,,danmartin222@gmail.com,,List import
9543437,,Michael Malak,,,michael.malak@hotmail.com,,List import
11079328,Inactive Investor,Robert Borek,Financial Consultant,LPL Financial LLC Honolulu HI 222 Vineyard St,robert.borek@lpl.com,,Salesforce
9566526,,Eric Russell,,,russell.eric@principal.com,,List import
113159,,Adam Bronson,Portfolio Manager,"Probity Advisors, Inc.",abronson@probityadvisors.com,214-891-8131,
368016,,Alex Albawwab,Other,,alex.albawwab@fmr.com,6038812758,Webinar
9610896,,DANNY MASHAL,,,dmashal@gmail.com,,List import
10969749,Inactive Investor,Christopher Honold,Senior Associate,William Blair,,,Salesforce
9565722,,Sarah Van Dyke,,,sarah.vandyke@huntington.com,,List import
10781482,Inactive Investor,Carey Wilcox,Associate Vice President;Financial Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,carey.wilcox@morganstanley.com,,Salesforce
9630324,,Katja Nerlich,,,kaddiline@gmail.com,,List import
11159286,Inactive Investor,Brian Kerstetter,,"Allstate Financial Services, LLC Lafayette LA 249 N College Rd",briankerstetter@allstate.com,,Salesforce
11146087,Inactive Investor,James Bauman,Vice President;Wealth Advisor,Farther Spokane Valley WA Private Residence,james.bauman@fartherfinance.com,,Salesforce
11158256,Inactive Investor,Robin Jarvis,,"Cambridge Investment Research, Inc. Somersworth NH Private Residence",,,Salesforce
10988442,Inactive Investor,Alex Spitler,,J.P. Morgan Securities LLC Upper Sandusky OH 335 N Sandusky Ave,alex.spitler@jpmorgan.com,,Salesforce
10845573,Inactive Investor,John Browning,,"OneAmerica Securities, Inc. Carmel IN 1980 E 116th St",bob.browning@oasecurities.com,,Salesforce
10918311,Inactive Investor,Gregory Fraser,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
230332,, -,,[[Unknown]],manka.ip10@gmail.com,,Organic Search
10836871,Inactive Investor,Paul Bopp,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",paul.bopp@truist.com,,Salesforce
11015749,Inactive Investor,Alexander Oliver,,SECU Brokerage Services Hope Mills NC 3120 N Main St,alexander.oliver@ncsecu.org,,Salesforce
372447,,Al-Aaqil Mustapha,,United States,aaqilalimustapha111@protonmail.com,,Salesforce
9541206,,Arpit Goyal,,,goyalarpit1988@gmail.com,,List import
10953697,Inactive Investor,James Nehme,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
217610,,Lê Khuê,,[Unknown],lethaithanhkhue@gmail.com,,source
11125847,Inactive Investor,Colin Mcdonald,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",,,Salesforce
10842204,Inactive Investor,Larry Holder,Financial Advisor,"Strategic Financial Concepts, LLC Boerne TX 508 Schweppe St",lholder@sfcria.com,,Salesforce
2514864,,Kevin Smith,,,kdsmith@stanfordalumni.org,,
10934493,Inactive Investor,William Mosler,Financial Advisor,Lincoln Investment Lombard IL 500 Waters Edge,wmosler@lincolninvestment.com,,Salesforce
226333,,Mark -,,Mr.,cookmh@gmail.com,,Initial Salesforce Import
11107983,Inactive Investor,Jared Gaddis,Senior Vice President,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",jared.gaddis@equitable.com,,Salesforce
9557473,,Francesca Whalen,,,francesca@integragroupe.com,,List import
10796218,Inactive Investor,Gregg Mekler,Senior Vice President - Investments,"Raymond James & Associates, Inc. Minneapolis MN 3600 Minnesota Dr",gregg.mekler@raymondjames.com,,Salesforce
11130191,Inactive Investor,Joshua Weszka,Financial Advisor,Commonwealth Financial Network Columbia MD 9881 Broken Land Pkwy,,,Salesforce
10845320,Inactive Investor,Keith Bjerk,,"Raymond James Financial Services, Inc. Grand Forks ND 2812 17th Ave S",keith.bjerk@raymondjames.com,,Salesforce
10989233,Inactive Investor,Corey Grant,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11104156,Inactive Investor,Andres Herrera,Senior Home Lending Advisor,J.P. Morgan Securities LLC New York NY 919 3rd Ave,andres.herrera@jpmorgan.com,,Salesforce
9589566,,Aman Kacheria,,,amankacheria94@gmail.com,,List import
11234632,Inactive Investor,Pamela Ingram,,"Lion Street Financial, LLC Birmingham AL 2100 Riverchase Ctr",pingram@lionstreet.com,,Salesforce
10826365,Inactive Investor,Randy Jacobson,Chief Executive Officer;Managing Director,"ATIP, Inc",,,Salesforce
11212521,Inactive Investor,Edward Holton,Investment Portfolio Analyst,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",ed.holton@raymondjames.com,,Salesforce
11067913,Inactive Investor,Josh Oder,Chief Compliance Officer;Founder;Investment Advisor;Managing Member;Portfolio Manager,"Oder Investment Management, LLC",joder@oderllc.com,,Salesforce
10886169,Inactive Investor,David Cremerius,,"Cambridge Investment Research, Inc. Memphis TN 5100 Poplar Ave",dcremerius@firstheartland.com,,Salesforce
11142010,Inactive Investor,Joseph Ringhoffer,Financial Advisor;Vice President,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
9647613,,Loren Snyder,,,lasnyder@rwbaird.com,,List import
11167401,Inactive Investor,Sasha Lobo,Financial Advisor;Specialist,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,sasha.lobo@morganstanley.com,,Salesforce
11023307,Inactive Investor,Charles Vaccaro,,Cetera Advisor Networks LLC Huntington NY 50 Stewart Ave,,,Salesforce
11181151,Inactive Investor,Eric Srodulski,Financial Advisor,Edward Jones Denver CO 7535 E Hampden Ave,eric.srodulski@edwardjones.com,,Salesforce
11072162,Inactive Investor,Ralph Bultman,,"Coordinated Capital Securities, Inc. Brookfield WI 13625 Bishops Dr",,,Salesforce
11230848,Inactive Investor,Shirley Sohmer,Senior Client Service Associate,LPL Financial LLC Greensboro NC 701 Green Valley Rd,shirley.sohmer@lpl.com,,Salesforce
9566773,,Adam Heinlein,,,aheinlein@regalfin.com,,List import
10799120,Inactive Investor,Rudy Thomas,President,"Fairway Asset Management, LLC",,,Salesforce
9646580,,William Mejia,,,willx1995@gmail.com,,List import
230899,, -,,[[Unknown]],walker.jk@gmail.com,,
9605705,,Kimberly Buresh,,,kimberly.buresh@andersentax.com,,List import
10940011,Inactive Investor,Austin Cook,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10963292,Inactive Investor,Julie Carr,,Lincoln Investment Baldwinsville NY 32 Oswego St,jcarr@lincolninvestment.com,,Salesforce
10917772,Inactive Investor,Andrew Stumbo,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Ankeny IA 1810 SW Plaza Shops Ln",andrew.stumbo@nm.com,,Salesforce
10878907,Inactive Investor,Andrew Kim,Executive Director,J.P. Morgan Securities LLC Torrance CA 17200 Hawthorne Blvd,andrew.r.kim@jpmorgan.com,,Salesforce
9643301,,Jim Doughty,,,jamesfdoughty@yahoo.com,,List import
10975138,Inactive Investor,Daniel Stellini,,Edward Jones Newport Beach CA 250 Newport Center Dr,daniel.stellini@edwardjones.com,,Salesforce
10510258,,Ignacio Canto,President,X-Square Capital LLC,i@xsquarecapital.com,,List Import
11010893,Inactive Investor,Luke Anthony,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",luke.anthony@prudential.com,,Salesforce
10875425,Inactive Investor,Adekemi Azeez,Financial Solutions Advisor;Investment Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 1369 Chain Bridge Rd",adekemi.azeez@ml.com,,Salesforce
11012332,Inactive Investor,Regina Stapley,,"Farmers Financial Solutions, LLC Tempe AZ 51 W Elliot Rd",,,Salesforce
9616311,,O'Neill Daniel,,,oneilldd@direxion.com,,List import
10850544,Inactive Investor,Sejal Patel,,J.P. Morgan Securities LLC New Windsor NY 353 Windsor Hwy,sejal.patel@jpmorgan.com,,Salesforce
10869588,Inactive Investor,Rebecca Grimm,Financial Advisor,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,rebecca.grimm@jpmorgan.com,,Salesforce
11186753,Inactive Investor,Derek Hoffman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,derek.hoffman@fidelity.com,,Salesforce
10926696,Inactive Investor,Ephraim Steigerwald,Shareholder,Qualified Planning,ephraims@qualifiedplanning.com,,Salesforce
9601239,,Terry Wheeler,,,terry@strategicwealthlegal.com,,List import
10975237,Inactive Investor,Ashlann Hurley,,"The Leaders Group, Inc.",ashlann@leadersgroup.net,,Salesforce
11139475,Inactive Investor,Kerry Beaver,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5881 Glenridge Dr",kerry.x.beaver@ampf.com,,Salesforce
10914756,Inactive Investor,Henrique Pinheiro,,Bolton Global Capital Miami FL 1441 Brickell Ave,hpinheiro@boltonglobal.com,,Salesforce
10982251,Inactive Investor,Tayza Than,,J.P. Morgan Securities LLC San Diego CA 13485 Pacific Highlands Ranch Pkwy,tayza.than@chase.com,,Salesforce
10865729,Inactive Investor,Lawrence Crawford,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,lawrence.crawford@primerica.com,,Salesforce
11037107,Inactive Investor,Samuel Muller,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",samuel.muller@ml.com,,Salesforce
82187,,Brandon Vowinkle,,"BOK Financial Asset Management, Inc.",bvowinkle@bokf.com,713-228-6444,
10889335,Inactive Investor,Lin Zhang,,"Farmers Financial Solutions, LLC Fremont CA 47912 Warm Springs Blvd",,,Salesforce
10789816,Inactive Investor,Joseph Moderski,,Oppenheimer & Co. Inc.,joseph.moderski@opco.com,,Salesforce
10798136,Inactive Investor,Andrew DeMore,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Sioux Falls SD 300 Cherapa Pl,andrew.demore@morganstanley.com,,Salesforce
10925367,Inactive Investor,Kavon Novak,Financial Advisor,LPL Financial LLC Caldwell TX Private Residence,kavon.novak@lpl.com,,Salesforce
10850133,Inactive Investor,Noel Woolverton,Wealth Manager,"Traditions Wealth Advisors, LLC.",,,Salesforce
11005318,Inactive Investor,Matthew Dial,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",matt.dial@benjaminfedwards.com,,Salesforce
10940964,Inactive Investor,Denise Davis,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,ddavis3@ft.newyorklife.com,,Salesforce
11173216,Inactive Investor,Andrew Chamblin,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Tucker GA 4500 Hugh Howell Rd",andrew.x.chamblin@ampf.com,,Salesforce
10996190,Inactive Investor,Christian Salazar,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,christian.salazar@fidelity.com,,Salesforce
10488880,,Luke Hannafin,Client Service Leader,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,luke.hannafin@jpmorgan.com,,List Import
10980107,Inactive Investor,Maria Neto,,PFS Investments Inc. Newton NJ 93 Spring St,mneto@primerica.com,,Salesforce
9645826,,Sanjay Chojar,,,schojar@gmail.com,,List import
10956353,Inactive Investor,Caitlin Wysocki,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",caitlin.wysocki@northerntrust.com,,Salesforce
11164017,Inactive Investor,Devaron Yates,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
11116981,Inactive Investor,Bruce Giguere,Financial Planner,"Pruco Securities, LLC. Tolland CT 36 Buff Cap Rd",,,Salesforce
11297887,Inactive Investor,Kyle Pinkerton,,"Twin Focus Capital Partners, LLC",kyle.pinkerton@twinfocus.com,617-720-4500,Salesforce
10907462,Inactive Investor,Sanjay Rajwani,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Campbell CA 30 S 1st St",,,Salesforce
10814021,Inactive Investor,Carey Groethe,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Saint Cloud MN 1015 W Saint Germain St",carey.groethe@rbc.com,,Salesforce
9552561,,David Dale,,,david@brantpointfund.com,,List import
9546526,,hüseyin ekmen,,,hikaye72@gmail.com,,List import
10799056,Inactive Investor,Jeffrey Detwiler,Financial Advisor,"Citizens Securities, Inc. Reading PA 70 Commerce Dr",jeffrey.detwiler@citizenssecurities.com,,Salesforce
10755733,Inactive Investor,Isaac Laubach,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",isaac.laubach@nm.com,,Salesforce
11050920,Inactive Investor,John Dodds,Chief Compliance Officer;Financial Advisor;Partner,"Dodds Wealth, LLC Englewood CO 5251 DTC Pkwy",michael.dodds@doddswealth.com,,Salesforce
10772614,Inactive Investor,Gary Merge,,"Raymond James Financial Services, Inc. Tarentum PA 135 E 6th Ave",gary.merge@raymondjames.com,,Salesforce
10606310,,David Johnson,"Director - Research, Member",Marketfield Asset Management LLC,djohnson@marketfield.com,212-514-2350,List Import
10761973,Inactive Investor,Karen Eddy,,Morgan Stanley Cleveland OH 200 Public Sq,karen.eddy@morganstanley.com,,Salesforce
11009828,Inactive Investor,Alexander Worhacz,,LPL Financial LLC Shamokin PA 117 W Independence St,alexander.worhacz@lpl.com,,Salesforce
10790787,Inactive Investor,William McLaughlin,Financial Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,david.mclaughlin@morganstanley.com,,Salesforce
226418,, -,,[[Unknown]],terryxyz@att.net,,Initial Salesforce Import
10858672,Inactive Investor,Lisa Ghans,,NYLIFE Securities LLC,ljwilliams@ft.newyorklife.com,,Salesforce
11122169,Inactive Investor,Joseph Gitto,Financial Advisor,Edward Jones Burbank CA 3500 W Olive Ave,joe.gitto@edwardjones.com,,Salesforce
11156511,Inactive Investor,Kiran Shah,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kissimmee FL 1200 W Osceola Pkwy",kiran.shah@ml.com,,Salesforce
9623077,,Lior Rozenman,,,lee@cryptostock.fund,,List import
11210215,Inactive Investor,William Pikul,Financial Advisor,Edward Jones Barre VT 752 Granger Rd,william.pikul@edwardjones.com,,Salesforce
11004144,Inactive Investor,Martha Bereiter,Financial Services Representative,PFS Investments Inc. Liberty Lake WA 23403 E Mission Ave,mbereiter@primerica.com,,Salesforce
9596105,,Jon Reppert,,,don@spectrumwealthmgmt.com,,List import
10606305,,Jeffrey Connolly,"Portfolio Manager, Research Analyst","East End Financial Group, Inc.",jconnolly@eefgcorp.com,770-517-7009,List Import
10847991,Inactive Investor,James Knight,President,Family Wealth Advisors,jr@fwadvisors.com,,Salesforce
11217510,,Mitshel Lavander,,,mitshel.lavander@raymondjames.com,,Other
11152187,Inactive Investor,Todd Steiman,,"Raymond James Financial Services, Inc. Greensboro NC 108 State St",todd.steiman@raymondjames.com,,Salesforce
11234674,Inactive Investor,Sally Shelton,Relationship Manager,"Oxford Financial Group, Ltd Atlanta GA 3060 Peachtree Rd NW",sshelton@ofgltd.com,,Salesforce
10904641,Inactive Investor,Jonathan Hyland,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,jonathanhyland.team@fidelity.com,,Salesforce
11127615,Inactive Investor,Ichiro Ishiguro,Founder;Portfolio Manager,"Balanstone, LLC",shawn@balanstone.com,,Salesforce
10634495,,Fauziya Umar,,,fauziyyaumar455@gmail.com,,Web Form Fillout
9624570,,Leonard Hinton,,,lhinton06@yahoo.com,,List import
9553439,,Pamela Rodriguez,,,pamela.rodriguez@sagepointadvisor.com,,List import
10768738,Inactive Investor,Arthur Leo,,"VALIC Financial Advisors, Inc. Salt Lake City UT 420 E South Temple",arthur.leo@valic.com,,Salesforce
92558,,Jason Drews,Financial Consultant,"Thrivent Advisor Network, LLC",jason.drews@thrivent.com,503-657-9069,
9603980,,PRASHANT KHER,,,prashant.k.kher@parthenon.ey.com,,List import
10807116,Inactive Investor,Garrett O'Neill,Client Relationship Manager;Retirement Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",garrett.t.oneill@ampf.com,,Salesforce
11134482,Inactive Investor,Ross Devalois,,"Nations Financial Group, Inc. Iowa City IA 404 E College St",,,Salesforce
10890599,Inactive Investor,Amy Boland,Associate Financial Advisor,"Ameriprise Financial Services, LLC Williston VT 5399 Williston Rd",amy.boland@ampf.com,,Salesforce
192291,,Lize Coetzee,,[Unknown],lizecoetzee2@gmail.com,,source
11057610,Inactive Investor,Claire Collins,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",claire.mckamy@nm.com,,Salesforce
11080188,Inactive Investor,Elizabeth Darling,Associate,Edward Jones Wilmington DE 501 Silverside Rd,elizabeth.darling@edwardjones.com,,Salesforce
10977171,Inactive Investor,John Devine,,"Bessemer Investor Services, Inc. Greenwich CT 600 Steamboat Rd",,,Salesforce
9587266,,Jeong Il Choi,,,rukabin2@gmail.com,,List import
10870064,Inactive Investor,Marius Svirinavicius,Vice President,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,marius.svirinavicius@jpmorgan.com,,Salesforce
372008,,Scott Myslinski,,United States,scott.mys@gmail.com,,Salesforce
10844556,Inactive Investor,Todd Leightey,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Upper Sandusky OH 134 S Sandusky Ave",todd.leightey@nm.com,,Salesforce
9548260,,Russell Herndon,,,russherndon719@gmail.com,,List import
11165298,Inactive Investor,Zachary Bown,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,zachary.bown@fmr.com,,Salesforce
11051846,Inactive Investor,Bruce Tyson,Investment Advisor;Partner;Wealth Advisor,Morton Wealth,btyson@mortonwealth.com,,Salesforce
10911498,Inactive Investor,Myra Catano,,"Farmers Financial Solutions, LLC Long Beach CA 3780 Kilroy Airport Way",mcatano@farmersagent.com,,Salesforce
11231816,Inactive Investor,Matthew Gibson,Client Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
7443331,,GDGD HFJSJ,,,kekehe8006@duiter.com,,Web Form Fillout
10838266,Inactive Investor,William Grey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
8480856,,David Becker,,Lancaster Investments,david@lancasterinvts.com,(262) 994-1316,List Import
11029589,Inactive Investor,Carla Sarkissian,,"Wells Fargo Clearing Services, LLC Montrose CA 2434 Honolulu Ave",carla.sarkissian@wellsfargo.com,,Salesforce
9561614,,Marion Sommer,,,marionsommer@financialguide.com,,List import
10957840,Inactive Investor,Lauryn Andre,Financial Advisor Trainee,"Stifel, Nicolaus & Company, Incorporated Bismarck ND 1400 W Century Ave",andrel@stifel.com,,Salesforce
11077435,Inactive Investor,Juan Oechsle,Financial Advisor,LPL Financial LLC Annapolis MD 416 Cranes Roost Ct,john.oechsle@lpl.com,,Salesforce
11176097,Inactive Investor,Shivan Somaratne,Client Performance Analyst,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
10831169,Inactive Investor,Horace Sinclair,Regional Vice President,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,horace.sinclair@primerica.com,,Salesforce
9627782,,Richard Carvalho,,,richcarvalho@yahoo.com,,List import
9617305,,David Ray,,,david.jray@outlook.com,,List import
9576247,,Christian Zernich,,,czernich@stratoswealthpartners.com,,List import
9615316,,Greg -,,,gk95616@yahoo.com,,List import
352325,,John Callahan,"Managing Director, Merrion Investment Management",Merriman,jcallahan@merriongroup.net,800-423-4893,Manual List Upload
11086128,Inactive Investor,Mansoor Karimi,,"Allstate Financial Services, LLC Plano TX 3409 Central Expy",mansoorkarimi@allstate.com,,Salesforce
11020671,Inactive Investor,Anjum Merchant,,J.P. Morgan Securities LLC Buford GA 5900 Suwanee Dam Rd,anjum.merchant@jpmorgan.com,,Salesforce
11046196,Inactive Investor,Erica Gardner,Financial Advisor,Edward Jones Columbus OH 3158 E Broad St,erica.gardner@edwardjones.com,,Salesforce
226448,,Mike Riley -,,Mike Riley mriley1@aol.com,mriley1@aol.com,,
10658557,,John Nangle,,,jake.nangle@fmr.com,,List Import
10988903,Inactive Investor,Katherine Chen,,J.P. Morgan Securities LLC Plainview NY 404 Woodbury Rd,kate.chen@chase.com,,Salesforce
9583026,,Patrick McMahon,,,p.mcmahon@fi.com,,List import
9586596,,Norman Forness,,,norm@fornessfinancial.com,,List import
11119577,Inactive Investor,Daryl Martin,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,daryl.martin@fmr.com,,Salesforce
1003266,Inactive Investor,Rakesh Dahiya,Chief Investment Officer & Treasurer,Southern Methodist University Endowment,rdahiya@smu.edu, +1 214 768 2802,3rd Party Lead Gen
11006864,Inactive Investor,Paul Metcalfe,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",paul.metcalfe@raymondjames.com,,Salesforce
10942167,Inactive Investor,James Macbeth,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Huntington Woods MI 26363 Woodward Ave,connor.macbeth@jpmorgan.com,,Salesforce
11065348,Inactive Investor,Wilson Lam,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",lamw@stifel.com,,Salesforce
372830,,Rajesh Narayanan,,United States,raj_official@yahoo.com,,source
10910379,Inactive Investor,Garrett Hurley,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",garrett.hurley@ampf.com,,Salesforce
9610084,,Rohan Marwaha,,,rohan230292@gmail.com,,List import
10771693,Inactive Investor,Walter Josiah,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",walter.josiah@ml.com,,Salesforce
99826,,Marlies Stubits,Executive Director,Regional State Administration,stubitsmarlies@gmail.com,,
9647759,,JAMES WISE,,,jimwise1@comcast.net,,List import
10939933,Inactive Investor,Erika Ruiz,,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",erika.ruiz@tfaconnect.com,,Salesforce
11129966,Inactive Investor,Craig Coen,,Cetera Advisors LLC Warrensburg MO 206 S Holden St,craig.coen@ceteraadvisors.com,,Salesforce
10955381,Inactive Investor,Vincent Dileonardo,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,michael.dileonardo@fmr.com,,Salesforce
10662189,,Michael Collins,,,mcollins@kingsburycap.com,,List Import
10993974,Inactive Investor,Diana Sedrakyan,,"Wells Fargo Clearing Services, LLC Burbank CA 900 N San Fernando Blvd",,,Salesforce
11037947,Inactive Investor,Daniel Klonowski,Associate Representative,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,dan.klonowski@thrivent.com,,Salesforce
11101574,Inactive Investor,Leila Dudley,Chief Compliance Officer;Founder;Managing Member;Principal,Mosaic Wealth Strategies LLC,,,Salesforce
9584848,,Katheryne McMillan,,,katheryne.mcmillan@securitiesamerica.com,,List import
205595,,james Alger,,Stephens Inc,james.alger@stephens.com,(501) 377-2051,Organic Search
10784006,Inactive Investor,Linda Yao,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,linda.c.yao@us.hsbc.com,,Salesforce
11201357,Inactive Investor,Christopher Donovan,Financial Advisor,Edward Jones Pea Ridge AR 1270 Slack St,,,Salesforce
11158044,Inactive Investor,Evan Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10487598,,Patrick Lodewick,Financial Advisor,LPL Financial LLC,patrick.lodewick@lpl.com,,List Import
9589023,,Brian Sigman,,,bsigman@angelogordon.com,,List import
10802186,Inactive Investor,Yukshan Poon-Wing,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,sandy.poonwing@morganstanley.com,,Salesforce
11133161,Inactive Investor,Naganath Sharma,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",raj_sharma@ml.com,,Salesforce
11020182,Inactive Investor,Jackson Hayward,Financial Advisor,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",jackson.hayward@equitable.com,,Salesforce
10996666,Inactive Investor,David Casarella,,LPL Financial LLC West Hartford CT 65 Lasalle Rd,,,Salesforce
10950508,Inactive Investor,Diane Breuer,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",diane.breuer@prudential.com,,Salesforce
10997617,Inactive Investor,Thomas Brousseau,,PFS Investments Inc. American Canyon CA 3419 Broadway St,tbrousseau@primerica.com,,Salesforce
11187869,Inactive Investor,Scott Winter,,B. C. Ziegler and Company Chagrin Falls OH Private Residence,swinter@ziegler.com,,Salesforce
238433,,Jay.melendez@searchberg.net Melendez,,[Unknown],jay.melendez@searchberg.net,,
10806836,Inactive Investor,Janet Labella,Financial Advisor,LPL Financial LLC Latham NY 3 Lear Jet Ln,janet.labella@lpl.com,,Salesforce
11123580,Inactive Investor,Terry Smallwood,Financial Advisor,"Ameriprise Financial Services, LLC Lexington KY 250 W Main St",terry.smallwood@ampf.com,,Salesforce
43463,,Phillip Brooks,"Senior Financial Advisor, Vice President","First Horizon Advisors, Inc.",pwbrooks@ftbadvisors.com,615-814-3207,
11041768,Inactive Investor,Kerrie Kane,Client Associate,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",kerrie.kane-drakides@wellsfargoadvisors.com,,Salesforce
11228748,Inactive Investor,Kirsten Benedict,Associate,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
9541090,,Molly Conway,,,mconway@wellington.com,,List import
11220720,,Joanna Schaul,,,jschaul@berthel.com,,Other
10807529,Inactive Investor,Derek Witt,Financial Advisor,Edward Jones Huntsville AR 110 W War Eagle Ave,derek.witt@edwardjones.com,,Salesforce
10845777,Inactive Investor,Janice Reed,Financial Advisor,"Ameriprise Financial Services, LLC Old Saybrook CT 205 Old Boston Post Rd",janice.reed@ampf.com,,Salesforce
11016887,Inactive Investor,Nolt Nicholson,,"Ameritas Investment Company, LLC",nolt.nicholson@ameritas.com,,Salesforce
11082991,Inactive Investor,Matthew Lewis,Financial Advisor,Commonwealth Financial Network Montrose PA 80 Church St,mlewis@commonwealth.com,,Salesforce
209859,,Abelardo Curdumi,Managing Member,"5th Street Advisors, Llc",curdumi@5thstreetadvisors.com,203-327-1212,Manual List Upload
9618540,,Andre Hakkak,,,ahakkak@whiteoaksf.com,,List import
11015170,Inactive Investor,James Pires,,"Raymond James & Associates, Inc.",james.pires@raymondjames.com,,Salesforce
11061972,Inactive Investor,Sarah Rahrig,Financial Advisor,LPL Financial LLC Muskegon MI 2145 W Sherman Blvd,sarah.rahrig@lpl.com,,Salesforce
10809215,Inactive Investor,Robert Randolph,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,robert.c.randolph@morganstanley.com,,Salesforce
10879611,Inactive Investor,Julie Rieseck,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,julie.rieseck@fidelity.com,,Salesforce
10936741,Inactive Investor,Christopher Smith,Managing Partner;Member,Smith Advisory,,,Salesforce
10948701,Inactive Investor,Brytt Christensen,Business Accountability Specialist,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",,,Salesforce
11045523,Inactive Investor,Austin Tucker,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 6960 Bonneval Rd",austin.d.tucker@nm.com,,Salesforce
9595262,,Susan Dambekaln,,,sdambekaln@capinnovations.com,,List import
11255453,Inactive Investor,Janice Osugi,Director - Investment Strategy,"BluePointe Capital Management, LLC",janice@bluepointecapital.com,,Salesforce
10809648,Inactive Investor,Grant Gier,,"Northwestern Mutual Investment Services, LLC Barrington IL 106 S Wynstone Park Dr",grant.gier@nm.com,,Salesforce
11094770,Inactive Investor,Lamar Villere,Member;Partner;Portfolio Manager,"St. Denis J. Villere & Co., LLC",lamar@villere.com,,Salesforce
10955257,Inactive Investor,Frank Okonkwo,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
197673,,Thomas Geary,,Rothman,gear1t@netscape.net,,Direct
11072931,Inactive Investor,Timothy Ninowski,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Arlington Heights IL 44 S Vail Ave",tim.ninowski@nm.com,,Salesforce
10853616,Inactive Investor,Chad Robinson,Financial Advisor,LPL Financial LLC Frisco CO 701 Granite St,,,Salesforce
9592261,,Riad El Otmani,,,riad.el-otmani@polytechnique.edu,,List import
10963669,Inactive Investor,Christopher Lynch,Chief Compliance Officer;Co-Founder;Financial Advisor;Managing Partner;Partner,Lynch Financial Group Westminster CO 1870 W 122nd Ave,christopher@lynchfg.com,,Salesforce
9585174,,Sophia Smith,,,ssmith@ashfordcg.com,,List import
10777859,Inactive Investor,Haley King,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",haley.j.key@ml.com,,Salesforce
11000082,Inactive Investor,William Bonnel,,J.P. Morgan Securities LLC,,,Salesforce
11082386,Inactive Investor,Patrick Fletcher,Paraplanner,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10826923,Inactive Investor,Jordon Davisson,Associate Financial Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",jordon.davisson@ampf.com,,Salesforce
11074051,Inactive Investor,Ming Huang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",mhuang6@ml.com,,Salesforce
11044185,Inactive Investor,Michael Reese,,"Osaic Wealth, Inc. Leesburg VA Private Residence",,,Salesforce
10894372,Inactive Investor,James Thomas,,"Osaic Wealth, Inc. Colorado Springs CO 7045 Campus Dr",,,Salesforce
10908195,Inactive Investor,Michael Linn,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Little Rock AR 900 S Shackleford Rd",michael.linn@mutualofomaha.com,,Salesforce
10779886,Inactive Investor,Wheeler Moon,Chief Compliance Officer;Chief Manager;Portfolio Manager;Research Analyst,"Moon Capital Management, LLC",david@mooncap.com,,Salesforce
10849078,Inactive Investor,Paul Warmerdam,,"Raymond James Financial Services, Inc. Truckee CA 11025 Pioneer Trl",paul.warmerdam@raymondjames.com,,Salesforce
11204126,Inactive Investor,Letitia Erickson,,"Farmers Financial Solutions, LLC Tyler TX 3800 Paluxy Dr",lstanley1@farmersagent.com,,Salesforce
9585436,,Vivek Rajput,,,vivek@wenetwork.us,,List import
10844086,Inactive Investor,Joseph Kubic,Investment Advisor Representative;Portfolio Manager;Vice President,Fairlane Investment Advisors Inc,,,Salesforce
181684,,Shelley Ellerd,,[Unknown],ellerd@stx.rr.com,,Event
11063324,Inactive Investor,Victor Sebastian,,LPL Financial LLC Thompsons Station TN 5103 Clear Haven Dr,victor.sebastian@lpl.com,,Salesforce
9595911,,Maa Ghonda,,,maeva.ghonda@gmail.com,,List import
10855704,Inactive Investor,Russell Peterson,,Cetera Advisor Networks LLC Tulsa OK 1616 S Main St,,,Salesforce
11127417,Inactive Investor,Edward Weber,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,eweber@primerica.com,,Salesforce
11119675,Inactive Investor,Jorge Gutierrez,,Fidelity Brokerage Services LLC,,,Salesforce
10984142,Inactive Investor,Brian Gieseke,,"Wells Fargo Advisors Financial Network, LLC Willmar MN 2800 1st St S",brian.gieseke@wellsfargo.com,,Salesforce
10647522,,Richard Kars,,,richard.kars@schwab.com,,List Import
1005038,Inactive Investor,Enid Garber,,Enid Garber,egarber@lanternlane.com,818 262 2845,
10865639,Inactive Investor,Luis Grullon,,J.P. Morgan Securities LLC New York NY 2219 Broadway,luis.a.grullon@chase.com,,Salesforce
11148393,Inactive Investor,Praveen Khilnani,,"Avantax Investment Services, Inc. Menlo Park CA 1055 Trinity Dr",,,Salesforce
9558230,,Joshua Barlow,,,josh.barlow@freestateadvisors.com,,List import
10869122,Inactive Investor,Adam Simon,Financial Advisor;Financial Professional,"MML Investors Services, LLC Pewee Valley KY 313 La Grange Rd",acsimon@financialguide.com,,Salesforce
10861030,Inactive Investor,Archie Morris,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",,,Salesforce
11042444,Inactive Investor,Lauren Jimerson,,J.P. Morgan Securities LLC Houston TX 4320 Ella Blvd,,,Salesforce
10992990,Inactive Investor,Dannon Monroe,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",dannon.monroe@nm.com,,Salesforce
10805503,Inactive Investor,Michael Magnani,,Commonwealth Financial Network Pleasantville NY 427 Bedford Rd,mmagnani@commonwealth.com,,Salesforce
10974704,Inactive Investor,Reuben Daniel,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,reuben.daniel@primerica.com,,Salesforce
10923391,Inactive Investor,Ashley Aguayo,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",aaguayo@hightoweradvisors.com,,Salesforce
352330,,Jake Caraway,Associate,New Capital Partners,jcaraway@newcapitalpartners.com,205-939-8400,Manual List Upload
9609324,,Jason Harden,,,hardenjs@gmail.com,,List import
11150329,Inactive Investor,Bruce Porter,Financial Advisor,LPL Financial LLC Santa Ynez CA 1050 Edison St,bruce.porter@lpl.com,,Salesforce
11072929,Inactive Investor,Petio Neykov,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",pat.neykov@nm.com,,Salesforce
10644370,,Robert Pravetz,,,robert.pravetz@ubs.com,,List Import
10975417,Inactive Investor,Scott Dean,Wealth Advisor,LPL Financial LLC Montgomery TX 15260 Hwy 105 W,brad.dean@lpl.com,,Salesforce
9552607,,Demetri Demascus,,,demetridemascus@gmail.com,,List import
143325,,James Teeple,,"SagePoint Financial, Inc.",jteeple@sagepointadvisor.com,570-586-2885,
10892729,Inactive Investor,Cody Butery,,Fidelity Brokerage Services LLC,cody.butery@fidelity.com,,Salesforce
11095700,Inactive Investor,Zachary Thomas,Chief Compliance Officer;Owner,Growth Horizons Wealth Management LLC,,,Salesforce
10657400,,Felipe Aguirre,,,felipe.aguirre@chase.com,,List Import
5784,, -,,[[Unknown]],mcamarasaf@gmail.com,,Initial Salesforce Import
11039426,Inactive Investor,Jamal Toles,,"Allstate Financial Services, LLC",,,Salesforce
11081594,Inactive Investor,Tyler Juneau,Financial Advisor,Edward Jones Baton Rouge LA 11777 Justice Ave,tyler.juneau@edwardjones.com,,Salesforce
346347,,Katherine Furman,Senior Managing Director,C-iii Investment Management Llc,kfurman@c3cp.com,212-705-5000,Manual List Upload
11094659,Inactive Investor,Alexander Rezzo,Chief Compliance Officer;Owner;Principal,Andante Financial,,,Salesforce
10797227,Inactive Investor,Stephen Park,Managing Director - Private Wealth Management;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,stephen.park@morganstanleypwm.com,,Salesforce
10923096,Inactive Investor,Jaron Waring,,Vanguard Marketing Corporation,jaron_waring@vanguard.com,,Salesforce
10763866,Inactive Investor,William Twisselman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",,,Salesforce
10787461,Inactive Investor,William Uhlemeyer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,william.uhlemeyer@fmr.com,,Salesforce
11108832,Inactive Investor,Mete Fikri,Chief Compliance Officer;Chief Executive Officer;Founder;Owner;Principal,SEF Financial,mete.fikri@seffinancial.com,,Salesforce
237856,, -,,[[Unknown]],s.reverre@sunzulab.com,,Organic Search
11208712,Inactive Investor,Denise Dutton,,J.P. Morgan Securities LLC Rockledge FL 5390 Stadium Pkwy,denise.dutton@jpmorgan.com,,Salesforce
10815400,Inactive Investor,Kristine Hoffman,Financial Advisor,"Ameriprise Financial Services, LLC Middleton WI 9701 Brader Way",kristine.k.hoffman@ampf.com,,Salesforce
10948582,Inactive Investor,Brad Napoli,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,brad.napoli@fmr.com,,Salesforce
9553487,,Barry Whitaker,,,barry.whitaker@suntrust.com,,List import
10852924,Inactive Investor,Bert Falley,Financial Advisor,Wealthcare Advisory Partners LLC Topeka KS 5825 SW 29th St,,,Salesforce
10796262,Inactive Investor,Carl Graham,Financial Consultant,LPL Financial LLC Meridian MS 700 23rd Ave,carl.graham@lpl.com,,Salesforce
11145367,Inactive Investor,Lori Barber,,"Wells Fargo Advisors Financial Network, LLC Lynchburg VA 1610 Graves Mill Rd",lori.barber@wellsfargo.com,,Salesforce
10924102,Inactive Investor,Chadi Sahyoun,,J.P. Morgan Securities LLC Katy TX 1705 Spring Green Blvd,chadi.sahyoun@jpmorgan.com,,Salesforce
11168884,Inactive Investor,Daniel Filippi,,J.P. Morgan Securities LLC Austin TX 405 Colorado St,dan.filippi@jpmorgan.com,,Salesforce
11074377,Inactive Investor,Jeyamariappan Ganapathy,Chief Compliance Officer;Chief Executive Officer,Samatva Wealth Management LLC,mari@samatva.us,,Salesforce
9585233,,Firas Dandach,,,firas42200@gmail.com,,List import
10870612,Inactive Investor,Ashley Keller,,Goldman Sachs & Co.,,,Salesforce
11052653,Inactive Investor,Noah Dennis,Financial Advisor,LPL Financial LLC Indianapolis IN 893 S Delaware St,noah.dennis@lpl.com,,Salesforce
10779067,Inactive Investor,Sandra Saner,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",sandra.t.saner@bofa.com,,Salesforce
10830272,Inactive Investor,Roger McDevitt,Financial Advisor,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
11127673,Inactive Investor,Elizabeth Misak,Senior Investment Advisor,True Link Financial Advisors San Diego CA Private Residence,,,Salesforce
10831916,Inactive Investor,David Robichaud,,"Madison Avenue Securities, LLC Bedford NH 264 S River Rd",,,Salesforce
11202302,Inactive Investor,Nick Therrien,Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,nick.therrien@primerica.com,,Salesforce
9595128,,Robert Fitzpatrick,,,rfitzpatrick@financialengines.com,,List import
10893713,Inactive Investor,Brandon Hall,Senior Financial Associate,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",brandon.hall@rbc.com,,Salesforce
10966480,Inactive Investor,Jordan Hubal,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",jordan.hubal@equitable.com,,Salesforce
11010876,Inactive Investor,Jenna Wolff,,Thrivent Investment Management Inc. Hopkins MN 10900 Wayzata Blvd,jwolff@pksinvest.com,,Salesforce
236663,, -,,[[Unknown]],fadomarshall@gmail.com,,
10606212,,Fernando Rivas,Elected Manager,J.P. Morgan Securities LLC,fernando.rivas@jpmorgan.com,212-272-2000,List Import
11052468,Inactive Investor,Philip Corcoran,Financial Advisor;Member;Owner,Savant Wealth Management Vienna VA 1945 Old Gallows Rd,pcorcoran@savantwealth.com,,Salesforce
10755332,Inactive Investor,Samuel Gilbert,Associate Vice President;Financial Advisor;Workplace Advisor,Morgan Stanley Boston MA 28 State St,samuel.gilbert@morganstanley.com,,Salesforce
10761085,Inactive Investor,Kenneth Peretin,Financial Advisor;Senior Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,kenneth.peretin@morganstanley.com,,Salesforce
11085958,Inactive Investor,Julie Watters,,Cetera Advisor Networks LLC Elyria OH 154 Cleveland St,,,Salesforce
10643906,,Nancy Mullally,,,nmullally@alamocapital.com,,List Import
11137526,Inactive Investor,Gregory Curtis,Financial Advisor,Janney Montgomery Scott LLC Meadville PA 900 Water St,gcurtis@janney.com,,Salesforce
11052894,Inactive Investor,Amy Cousin-Lancaster,Senior Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
11106474,Inactive Investor,Doreen O'Dowd,,"Ameritas Investment Company, LLC",doreen.o-dowd@ameritas.com,,Salesforce
9603196,,Richard Caturano,,,richard.caturano@rsmus.com,,List import
245871,,Not Provided,Legislative Aide/Correspondence Coordinator,U.S. Senate,rory_daly@casey.senate.gov,,Manual List Upload
10757826,Inactive Investor,James Tepke,Financial Advisor,Edward Jones Mars PA 532A Northpointe Cir,james.tepke@edwardjones.com,,Salesforce
10803670,Inactive Investor,Sandra Fitchjian,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",sandra_fitchjian@ml.com,,Salesforce
10980475,Inactive Investor,Deanna Lear,,"Northwestern Mutual Investment Services, LLC Zanesville OH 964 Grove Rd",deanna.l.lear@nm.com,,Salesforce
9557016,,Javier Dadan,,,javier.dadan@suntrust.com,,List import
9627629,,SJ Oh,,,info@pow.re,,List import
9608874,,Michael Grotherr,,,migrotherr@hotmail.com,,List import
10835041,Inactive Investor,Alicia Jordan,Portfolio Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,alicia.jordan@morganstanley.com,,Salesforce
5355331,,tom tom,,,hitape8252@haboty.com,,Web Form Fillout
11130919,Inactive Investor,Derrick Demay,President,"Kaizen Wealth Management, LLC",ddemay@kaizenwm.com,,Salesforce
340089,,Matthew Stead,"Member, Financial Advisor","Sachetta, Llc",mstead@sachetta.com,781-233-4138,Manual List Upload
11184233,Inactive Investor,Lauren Riepenhoff,Wealth Management Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,lauren.riepenhoff@ubs.com,,Salesforce
11000363,Inactive Investor,Michael Worthington,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC San Francisco CA 275 Battery St",michael.worthington@equitable.com,,Salesforce
11067028,Inactive Investor,Elyssia Poland,,"Osaic Institutions, Inc. Ridgefield CT 150 Danbury Rd",epoland@infinexgroup.com,,Salesforce
10936040,Inactive Investor,Daniel Davidowitz,Analyst;Portfolio Manager,"Polen Capital Management, LLC",ddavidowitz@polencapital.com,,Salesforce
335510,,Susan Connors,"Director, Secretary",Rodgers & Associates,susan@rodgers-associates.com,717-560-3800,Manual List Upload
10849905,Inactive Investor,Brandon Strangis,Financial Advisor,LPL Financial LLC Edina MN Private Residence,brandon.strangis@lpl.com,,Salesforce
11045781,Inactive Investor,Luke Mcclure,Financial Advisor,LPL Financial LLC Hurricane WV 13 Chase Dr,luke.mcclure@lpl.com,,Salesforce
10942191,Inactive Investor,Jonathan Loy,,PFS Investments Inc. Corona CA 255 E Rincon St,jloy@primerica.com,,Salesforce
10984452,Inactive Investor,Allison Novak,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10618331,,Robert O'Brien,,,robert.obrien@ml.com,,List Import
9585510,,Jonathan Phan,,,jphan@massmutual.com,,List import
9544085,,M G,,,miltickett@gmail.com,,List import
372120,,Nisheed Rama,,United States,nisheed@outlook.com,,Salesforce
10780150,Inactive Investor,Michael Wert,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",m_wert@ml.com,,Salesforce
11107189,Inactive Investor,Travis Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10968074,Inactive Investor,Michael Jacobs,,"Kingswood Capital Partners, LLC Tacoma WA 3647 N Pearl St",,,Salesforce
9591046,,Kearia Murrow,,,servicebykb@yahoo.com,,List import
10970739,Inactive Investor,Zachary Johnson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10904408,Inactive Investor,Jeremy Edwards,Financial Advisor,Edward Jones Effingham IL 900 N 3rd St,jeremy.edwards@edwardjones.com,,Salesforce
3977041,,Jasmine Lopez-Sandoval,,,jasmine.lopez-sandoval@gatech.edu,,Web Form Fillout
9634376,,EVERETT H BARNETT BARNETT,,,ehb203@verizon.net,,List import
11050111,Inactive Investor,Kimberly Tinholt,,"Osaic Institutions, Inc. Holland MI 99 E 8th St",kim.tinholt@infinexgroup.com,,Salesforce
10826888,Inactive Investor,Glenn Eyre,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC East Lansing MI 2651 Coolidge Rd",geyre@ampf.com,,Salesforce
10935799,Inactive Investor,Michael Waller,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",,,Salesforce
371921,,Larry Collins,,United States,llcthekid@aol.com,,Salesforce
10792857,Inactive Investor,Justin Hall,,"Wells Fargo Clearing Services, LLC Shiloh IL Private Residence",justin.hall@wellsfargoadvisors.com,,Salesforce
10830589,Inactive Investor,John Wolfe,Chief Compliance Officer;President,"John A. Wolfe & Associates, Inc.",john@jawainc.com,,Salesforce
11091022,Inactive Investor,Gregory Williams,,"Level Four Financial, LLC Bradenton FL 1001 3rd Ave W",gwilliams@harborfs.com,,Salesforce
11009760,Inactive Investor,Paul Vinkler,,"MML Investors Services, LLC Homer Glen IL 14228 S Bell Rd",pvinkler@financialguide.com,,Salesforce
202409,,Joan Sloan,,United States,myksln@gmail.com,,
10861320,Inactive Investor,Arthur Gorman,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11198644,Inactive Investor,James Thompson,Chief Compliance Officer;President,Sallux Investments LLC,bthompson@salluxinvestments.com,,Salesforce
9570891,,John Ducey,,,john.ducey@securitiesamerica.com,,List import
11051923,Inactive Investor,William Maffei,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",william_maffei@ml.com,,Salesforce
9556673,,Anthony Macaluso,,,anthony.macaluso@lpl.com,,List import
11075596,Inactive Investor,Amanda Helfrich,,Citigroup Global Markets Inc.,,,Salesforce
10840957,Inactive Investor,Harold Cooley,Managing Partner,"Csenge Advisory Group, LLC Raleigh NC 3101 Industrial Dr",harold@csenge.com,,Salesforce
11009333,Inactive Investor,Prerna Ahuja,,"Hornor, Townsend & Kent, LLC Gaithersburg MD Private Residence",pahuja@htk.com,,Salesforce
10606697,,Stefano Fava,Senior Investment Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",stefano_fava@ml.com,212-418-2871,List Import
9549631,,Kris Nyzio,,,nyzio@arthacapital.com,,List import
10996394,Inactive Investor,Alexis Zang Huang,,J.P. Morgan Securities LLC New York NY 214 Broadway,,,Salesforce
10918952,Inactive Investor,Mark Timmick,Retirement Planner,Founders Financial Securities LLC Ellicott City MD 5010 Dorsey Hall Dr,,,Salesforce
10845586,Inactive Investor,Jeremy Fernandez,,"Principal Securities, Inc.",fernandez.jeremy@principal.com,,Salesforce
11061311,Inactive Investor,Arta Kroi,,Santander Securities LLC West Boylston MA 240 W Boylston St,arta.kroi@santander.us,,Salesforce
10873213,Inactive Investor,Rudy Diaz,,PFS Investments Inc. Glendora CA 101 W Bennett Ave,r.diaz@primerica.com,,Salesforce
10895594,Inactive Investor,Robert Babcock,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Murrieta CA 25220 Hancock Ave",,,Salesforce
9564414,,Monique Sinmao,,,msinmao@sol-capital.com,,List import
336636,,Jonathan Regan,Vice President,"Qem Advisers, Llc",jregan@quantumep.com,713-452-2000,Manual List Upload
11032810,Inactive Investor,Jennifer Swords,,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",jennifer.swords@raymondjames.com,,Salesforce
9630750,,bob gratton,,,lalalahuman@gmail.com,,List import
11088951,Inactive Investor,Lance Billings,Financial Advisor,"RFG Advisory, LLC Salina KS 1000 Westchester Dr",,,Salesforce
11160230,Inactive Investor,Randall Shaw,,"Allstate Financial Services, LLC Fort Worth TX 6300 Ridglea Pl",,,Salesforce
11180158,Inactive Investor,Noemi Chaparro,Financial Planner,Commonwealth Financial Network Seattle WA 200 1st Avenue W,nchaparro@commonwealth.com,,Salesforce
11056489,Inactive Investor,Thomas Kohlrust,,PFS Investments Inc.,tkohlrust@primerica.com,,Salesforce
9597793,,R Y,,,dfd@s.com,,List import
10935089,Inactive Investor,David Rydzeski,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
373082,,Alexandru-Dan Balan,,[Unknown],alexandru.d.balan@gmail.com,,source
10873137,Inactive Investor,Anthony Shelby,,"Spartan Capital Securities, LLC",,,Salesforce
10904397,Inactive Investor,Saulo Silva,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",saulo.silva@ml.com,,Salesforce
11069170,Inactive Investor,Brett Peroni,,Park Avenue Securities LLC Middleboro MA 64B E Grove St,brett_peroni@glic.com,,Salesforce
11051303,Inactive Investor,Ronald Fullerlove,,"U.S. Sterling Securities, Inc.",,,Salesforce
11199044,Inactive Investor,Renee White,,"Principal Securities, Inc.",white.renee@principal.com,,Salesforce
10798616,Inactive Investor,Robin Brezik,Supervising Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",,,Salesforce
9551706,,Mike Calma,,,michael.calma@gmail.com,,List import
11117459,Inactive Investor,Stuart Collett,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,stuart.collett@ubs.com,,Salesforce
373431,,Viv Chab,,[Unknown],vivchab@gmail.com,,source
10969111,Inactive Investor,Chad Francis,Financial Advisor,HBW Advisory Services LLC,chad.francis@hbwadvisory.com,,Salesforce
11000805,Inactive Investor,Lonny Winters,Financial Advisor,"Osaic Wealth, Inc. Atlanta TX 514 W Main St",,,Salesforce
9551748,,Jason Seehusen,,,jseehusen@cacu.com,,List import
9541972,,Thit Sar,,,tsar97611@gmail.com,,List import
10814722,Inactive Investor,Keith Albritton,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,keith.albritton@lpl.com,,Salesforce
10993976,Inactive Investor,Josue De Leon Ponce De Leon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 120 S Wadsworth Blvd",,,Salesforce
231986,, -,,[[Unknown]],dekor73@yahoo.com,,
184440,,David Serfass,Investment Advisor,"Latitude Advisors, LLC",dwserfass@latitudefinancial.net,610-691-1900,
11031717,Inactive Investor,Carlos Valverde Duran,Senior Vice President,UBS Financial Services Inc. Miami FL 100 SE 2nd St,,,Salesforce
11099477,Inactive Investor,Edward Opack,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",edward.h.opack@wellsfargoadvisors.com,,Salesforce
10778402,Inactive Investor,Samantha Geist,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,samantha.geist@fidelity.com,,Salesforce
9586451,,Scott Kuharski,,,skuharski@gwnsecurities.com,,List import
9588558,,Michael Welker,,,mikew@bogdahngroup.com,,List import
10596573,,Allan Alcayde,,,allan.alcayde@fremontbank.com,,Web Form Fillout
10919837,Inactive Investor,Robert Molina,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10922862,Inactive Investor,Anthony Galati,,"Raymond James Financial Services, Inc. Marlton NJ 14 E Main St",anthony.galati@raymondjames.com,,Salesforce
11021595,Inactive Investor,Shahrzad Zolfi,,J.P. Morgan Securities LLC Calabasas CA 22233 Mulholland Hwy,shahrzad.zolfi@jpmorgan.com,,Salesforce
373598,,Puneet Seth,,[Unknown],pseth@nyl.com,,source
10752636,Inactive Investor,Steven Stoller,Financial Advisor,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,steven.stoller@thrivent.com,,Salesforce
9575470,,Gabriel Sorkin,,,gabriel@sachscompanies.com,,List import
334913,,Taylor Anderson,"Vice President, Secretary, CCO",Middleton & Company,taylor@middletonand.co,360-524-3517,Manual List Upload
11006329,Inactive Investor,Mary Winch,,LPL Financial LLC Salem OH 295 E State St,mary.winchkorff@lpl.com,,Salesforce
11107600,Inactive Investor,David Hunter,Chief Investment Officer;Director - Research;Shareholder,Consolidated Planning Corporation,dhunter@cpcadvisors.com,,Salesforce
11154598,Inactive Investor,James Miller,,State Farm VP Management Corp. De Forest WI 104 Murray St,,,Salesforce
10843897,Inactive Investor,Jay Frederick,Chief Compliance Officer;Managing Member,"Ethos Capital Group, LLC",jay@ethoscapitalgroup.com,,Salesforce
9628355,,Steve McClurg,,,steven@theseus.capital,,List import
11181486,Inactive Investor,Holly Arellano,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",holly.arellano@usbank.com,,Salesforce
10658619,,Jon Kilby,,,jon.kilby@chase.com,,List Import
10759963,Inactive Investor,Darren Amerkanian,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",darren.amerkanian@rbc.com,,Salesforce
11175255,Inactive Investor,Jerome Prentice,,NYLIFE Securities LLC Burke VA Private Residence,jprentice@ft.newyorklife.com,,Salesforce
10954136,Inactive Investor,Paul Tschudy,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,paul_tschudy@vanguard.com,,Salesforce
336003,,John Jarvis,"Vice President, Regional Director","Angel Oak Capital Advisors, Llc",john.jarvis@angeloakfunds.com,404-953-4900,Manual List Upload
7811002,,Ty Elias,,Bank,teliason88@gmail.com,4356527004,Web Form Fillout
10656568,,Christine Walker,,,christine.walker@lpl.com,,List Import
10965150,Inactive Investor,Jonathan Johnson,,Edward Jones Pigeon Forge TN 105 Sugarfoot Way,,,Salesforce
11161212,Inactive Investor,Jayson Marvich,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,jayson.marvich@primerica.com,,Salesforce
11157227,Inactive Investor,Jodi Juliano,Senior Registered Associate,Morgan Stanley Melville NY 58 S Service Rd,jodi.juliano@morganstanley.com,,Salesforce
10792939,Inactive Investor,Martin McNees,President;Regulatory Contact,"Madison Avenue Securities, LLC",mmcnees@mas-bd.com,,Salesforce
10969712,Inactive Investor,Daniel Garcia,Investment Advisor Representative,"Voya Financial Advisors, Inc. Yorba Linda CA 5300 Via Adela",dan.garcia@voya.com,,Salesforce
337828,,Stanley Westhoff,Member,"Walthausen & Co., Llc",swesthoff@walthausenco.com,518-371-3450,Manual List Upload
11303606,Inactive Investor,Emmanuel Chesnais,Principal,"Atalanta Sosnoff Management, LLC",echesnais@atalantellc.com,212-867-5000,Salesforce
11110188,Inactive Investor,Omar Abdelhadi,,PFS Investments Inc. Lombard IL 55 W 22nd St,omarabdelhadi@primerica.com,,Salesforce
11044560,Inactive Investor,Ashley Ray,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10817403,Inactive Investor,Michael Dunegan,,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,michael.dunegan@primerica.com,,Salesforce
11000031,Inactive Investor,Colin Early,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11189865,Inactive Investor,Gregory Fanarisios,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10765162,Inactive Investor,Debra Russell,Director;Wealth Management Associate,Morgan Stanley Rockville MD 702 King Farm Blvd,debbie.russell@morganstanley.com,,Salesforce
11054588,Inactive Investor,Debra Galin,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Santa Barbara CA 1332 Anacapa St,debra.galin@morganstanley.com,,Salesforce
11230211,Inactive Investor,Michael Tucciariello,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,mctucciariel@ft.newyorklife.com,,Salesforce
11088727,Inactive Investor,Wade Cardon,Financial Professional,LPL Financial LLC Paradise Valley AZ 10505 N 69th St,wade.cardon@lpl.com,,Salesforce
11163144,Inactive Investor,Bruce Haldeman,,"Cadaret, Grant & Co., Inc. Monroeville PA 4290 Old William Penn Hwy",bhaldeman@cadaretgrant.com,,Salesforce
9561854,,Debra Parker,,,debra@rogengage.com,,List import
11064275,Inactive Investor,Hyeja Hwang,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,hkhwang@ft.newyorklife.com,,Salesforce
10985389,Inactive Investor,Griffin Vehar,,"Osaic Wealth, Inc. Cleveland OH 323 W Lakeside Ave",,,Salesforce
9637858,,Carol Nagle,,,cnagle@cityofwoburn.com,,List import
10801678,Inactive Investor,John Zalewski,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",,,Salesforce
11093127,Inactive Investor,Matthew Seukunian,Financial Advisor,UBS Financial Services Inc. Sherman Oaks CA 15260 Ventura Blvd,matthew.seukunian@ubs.com,,Salesforce
9589753,,Vincent Ko,,,vko@preceptadvisory.com,,List import
11197827,Inactive Investor,Milan Chuganey,,"Raymond James & Associates, Inc.",milan.chuganey@raymondjames.com,,Salesforce
9573354,,Nolan Kamerer,,,nolan.kamerer@marinerwealthadvisors.com,,List import
11260842,Inactive Investor,Jesse Kapito,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
11050766,Inactive Investor,Wayne Carey,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,wayne.carey@primerica.com,,Salesforce
9635566,,Edward Hortick,,,edwardhortick@vcfa.com,,List import
10865476,Inactive Investor,Deborah Beach,,State Farm VP Management Corp. Catasauqua PA 1492 Main St,,,Salesforce
9576440,,d yu,,,yellowlentil@gmail.com,,List import
11155766,Inactive Investor,Joseph Kabaki,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",joseph.kabaki@ampf.com,,Salesforce
10815118,Inactive Investor,John Blatt,Wealth Advisor,"Cleveland Wealth, LLC",jbb@clevelandwealth.com,,Salesforce
10799856,Inactive Investor,Kevin Kim,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kevin.s.kim@jpmorgan.com,,Salesforce
9621131,,Alex Dawson,,,alexdawson200@gmail.com,,List import
11071403,Inactive Investor,David Blum,,Nicol Investors Corporation,bmillas@nicolfinancial.com,,Salesforce
10658713,,Deborah Moore,,,deborah.f.moore@morganstanley.com,,List Import
334890,,Patrick Siering,"Member, Class B",Meristem Family Wealth,psiering@meristemfw.com,952-835-2577,Manual List Upload
10982286,Inactive Investor,Christopher Rojewski,,"Raymond James Financial Services, Inc. Colorado Springs CO 630 Southpointe Ct",christopher.rojewski@raymondjames.com,,Salesforce
10954310,Inactive Investor,Gary Rajah,,"Osaic Wealth, Inc. Grand Rapids MI Private Residence",,,Salesforce
11054445,Inactive Investor,Jill Greiner,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",jill.greiner@wellsfargoadvisors.com,,Salesforce
10588577,,Edward Mosley,,,esmosley64@gmail.com,,Web Form Fillout
11077746,Inactive Investor,Karena Marfisi,Financial Advisor,Edward Jones O Fallon MO 2032 Hanley Rd,karena.marfisi@edwardjones.com,,Salesforce
11061307,Inactive Investor,Dat Nguyen,,Santander Securities LLC Springfield MA 590 Sumner Ave,dnguyen@santander.us,,Salesforce
10926048,Inactive Investor,Brendan Ingram,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10780104,Inactive Investor,Devin Moore,,HSBC Securities (USA) Inc. Atlanta GA 3560 Lenox Rd NE,devin.moore@us.hsbc.com,,Salesforce
11115046,Inactive Investor,Jonathan Korce,,The Huntington Investment Company Canton OH 4430 Hills and Dales Rd NW,jonathan.korce@huntington.com,,Salesforce
10871375,Inactive Investor,Katherine Horgan,Senior Vice President,Heritage Wealth Management,katherine@hwmcorp.com,,Salesforce
11004410,Inactive Investor,Arthur McClintic,,PFS Investments Inc. Alma MI 216 E Superior St,amcclintic.pe517@primerica.com,,Salesforce
10487147,,Stephen Belt,"Financial Consultant, Financial Professional","Equitable Advisors, LLC",stephen.belt@equitable.com,,List Import
9612027,,Kathy Ross,,,kathyross111@gmail.com,,List import
10762786,Inactive Investor,Daniel Madonia,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",daniel_j_madonia@ml.com,,Salesforce
238028,, -,,[[Unknown]],ramirezh2o@gmail.com,,
11103510,Inactive Investor,Mark Mayfield,Compliance Manager;Financial Advisor;Regulatory Contact,"Professional Financial Advisors, LLC",,,Salesforce
11164597,Inactive Investor,Michael Bellush,,Cetera Investment Services LLC Bedford IN 1030 15th St,,,Salesforce
11055326,Inactive Investor,Graham Mannion,,Goldman Sachs & Co. San Francisco CA 555 California St,graham.mannion@gs.com,,Salesforce
10836770,Inactive Investor,Joseph John,,"Cambridge Investment Research, Inc. Omaha NE 9394 W Dodge Rd",,,Salesforce
11073541,Inactive Investor,Laurie Rudd,,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",laurie.panahi@wellsfargoadvisors.com,,Salesforce
10869767,Inactive Investor,Kathleen Hussey,,Goldman Sachs & Co.,,,Salesforce
10900050,Inactive Investor,Ben Sexton,Financial Advisor Associate;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,ben.sexton@ubs.com,,Salesforce
11211763,Inactive Investor,Thomas Hunt,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 5018 E 68th St",thomas.a.hunt@ampf.com,,Salesforce
347393,,Sean Whitney,Portfolio Analyst,"Main Street Investment Advisors, Llc",swhitney@mainstreetadv.com,847-480-7055,Manual List Upload
10854402,Inactive Investor,John Munka,Financial Consultant,LPL Financial LLC Wadsworth OH 1392 High St,john.munka@lpl.com,,Salesforce
9575764,,Kevin Penrod,,,kpenrod@financialguide.com,,List import
10988119,Inactive Investor,Jessica Vogelsang,,PFS Investments Inc. Sykesville MD 7566 Main St,pblk7@primerica.com,,Salesforce
11139750,Inactive Investor,Scott Neuberger,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",scott.neuberger@ml.com,,Salesforce
11163751,Inactive Investor,Benjamin Greer,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,benjamin.greer@fmr.com,,Salesforce
11255083,Inactive Investor,William Wetzler,Financial Advisor,Savant Wealth Management Birmingham AL 101 25th St N,wwetzler@savantwealth.com,,Salesforce
10606183,,Bronislav Bukhar,Regional Manager,"Lord, Abbett & Co. LLC",bbukhar@lordabbett.com,,List Import
11137308,Inactive Investor,Robert Johnson,,LPL Financial LLC Las Cruces NM 253 W Hadley Ave,,,Salesforce
11110764,Inactive Investor,James Willer,Executive Director,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,james.willer@morganstanley.com,,Salesforce
10615093,,Noah Ennis,"Director - Alternative Investments, Financial Advisor, Senior Portfolio Manager, Senior Vice President",,noah.ennis@morganstanley.com,,List Import
9577289,,Richard Pinola,,,richard.pinola@lfg.com,,List import
10880401,Inactive Investor,Weisner Perez Rodriguez,,UBS Financial Services Inc. Henderson NV 2475 Village View Dr,weisner.perez-rodriguez@ubs.com,,Salesforce
9570178,,Michael Carey,,,mike@mm.st,,List import
227256,, -,,[[Unknown]],jmf-bitcoin@protonmail.com,,
11046321,Inactive Investor,Jenifer Winland,,"Avantax Investment Services, Inc. Redding CA 2136 Eureka Way",,,Salesforce
67614,,Geoffrey Morris,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",geoffrey.morris@transamerica.com,937-474-4321,
11134474,Inactive Investor,Kathleen Allen,Compliance Officer,"M Holdings Securities, Inc.",kathleen.allen@mfin.com,,Salesforce
7034546,,wer sa,,,gapilo3011@youke1.com,,Web Form Fillout
346964,,Lisa Balsamo,Member,"Corrado Advisors, Llc",lbalsamo@corradofg.com,201-661-6600,Manual List Upload
11024888,Inactive Investor,Charles Helme,Managing Director;Managing Member;Regulatory Contact,"BH Asset Management, LLC",chelme@bhasset.com,,Salesforce
11167740,Inactive Investor,Jennifer Carter,Associate Vice President;Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,lindsay.carter@morganstanley.com,,Salesforce
11050280,Inactive Investor,Daniel Bussone,Chief Compliance Officer;Financial Planner;Owner,"Dean Financial Advisory, LLC.",,,Salesforce
9611797,,Gabriel Florin,,,gabriel.florin@live.fr,,List import
9578572,,Charles Helme,,BH Asset Management LLC,chelme@bhasset.com,,List import
9573006,,Nami Nori,,,nami-nori@outlook.com,,List import
34533,,Michael Witkowski,Partner,Thrivent Investment Management Inc.,michael.witkowski@thrivent.com,512-452-5733,
249062,,Kurang Patel,CEO,PATEL LLC,kpatel2183@hotmail.com,,Manual List Upload
10850830,Inactive Investor,Michael Thompson,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,michael_thompson@glic.com,,Salesforce
11110552,Inactive Investor,Molly Montgomery,,"RBC Capital Markets, LLC Columbus OH 8415 Pulsar Pl",,,Salesforce
11205625,Inactive Investor,Rebecca Blatz,,"MML Investors Services, LLC Sheboygan WI 1028 S Taylor Dr",,,Salesforce
11135831,Inactive Investor,Steve Rincand,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",steve.rincand@equitable.com,,Salesforce
10454862,,Thomas Debra,,,thomasdebra662@gmail.com,,Web Form Fillout
10784623,Inactive Investor,Peter Bazanos,Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 5 Palisades Dr",peter.j.bazanos@ampf.com,,Salesforce
9576447,,Joseph Gross,,,jgross@jgpwealth.com,,List Import
10859528,Inactive Investor,Christopher Thomas,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",thomas.chris@principal.com,,Salesforce
11145448,Inactive Investor,Douglas Lafay,,Cetera Financial Specialists LLC East Concord NY 12111 Vaughn St,dlafay@ae.cadaretgrant.com,,Salesforce
9591099,,James Ford,,,jford@vistaequitypartners.com,,List import
10965978,Inactive Investor,Joseph Codd,,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",joseph.codd@lfg.com,,Salesforce
10851089,Inactive Investor,Shawn King,,Cetera Investment Services LLC Monroeville PA 4220 William Penn Hwy,shawn.king@ceterafs.com,,Salesforce
10830735,Inactive Investor,Brent Hardy,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",brent_hardy@ml.com,,Salesforce
11228626,Inactive Investor,Roty Kpa,,J.P. Morgan Securities LLC Lynnwood WA 4001 Alderwood Mall Blvd,roty.kpa@jpmorgan.com,,Salesforce
11116166,Inactive Investor,Amanda McGarry,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11029137,Inactive Investor,Travis Gucciardo,,Cetera Financial Specialists LLC Tampa FL 5422 Bay Center Dr,travis.gucciardo@ceterafs.com,,Salesforce
9636990,,Christopher Long,,,clong@manning-napier.com,,List import
10966981,Inactive Investor,Charles Cohen,,William Blair,ccohen@williamblair.com,,Salesforce
10924809,Inactive Investor,Rodrigo Ortiz,,Kovack Securities Inc. Palm Beach Gardens FL Private Residence,rodrigo@kovacksecurities.com,,Salesforce
10816235,Inactive Investor,Mary Sewell,,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",maryellison.sewell@raymondjames.com,,Salesforce
10789176,Inactive Investor,Jonathan Tudor,,Fidelity Brokerage Services LLC,jonathan.tudor@fidelity.com,,Salesforce
10936503,Inactive Investor,John McCarthy,Partner,"Gallatin Financial Advisors, LLC Wexford PA 101 Bradford Rd",,,Salesforce
10773244,Inactive Investor,Thomas Weissenborn,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 333 S Grand Ave",tom.weissenborn@wellsfargo.com,,Salesforce
10964304,Inactive Investor,Derek Jess,Senior Wealth Manager,"Plancorp, LLC",derek.jess@plancorp.com,,Salesforce
11100964,Inactive Investor,Nicholas Bokos,,HSBC Securities (USA) Inc.,,,Salesforce
11038193,Inactive Investor,Bruce Dolliver,Personal Banker,"Fifth Third Securities, Inc. Owosso MI 123 N Washington St",bruce.dolliver@53.com,,Salesforce
9647701,,Louis Mannarino,,,lmannari@nycap.rr.com,,List import
11178885,Inactive Investor,Karima Greenidge,,LPL Financial LLC Middletown NY 40 Lloyds Ln,karima.greenidge@lpl.com,,Salesforce
11155734,Inactive Investor,Christine Forter,Financial Advisor,LPL Financial LLC Mountain View CA 888 San Carrizo Way,christine.forter@lpl.com,,Salesforce
11207515,Inactive Investor,Kevin Cox,Financial Advisor,LPL Financial LLC Minneapolis MN 8500 Normandale Lake Blvd,,,Salesforce
10619845,,Jonathan Werts,,,jonathan.werts@aquatic.com,,List Import
10892068,Inactive Investor,Russell Austin,Financial Advisor,Edward Jones Drayton SC 1802 Drayton Rd,russell.austin@edwardjones.com,,Salesforce
10973385,Inactive Investor,Rebecca Adkins,,"W&S Brokerage Services, Inc. Russell KY 1441 Diederich Blvd",becky.adkins@wslife.com,,Salesforce
9547709,,Precious Ojimiwe,,,preciousojimiwe@gmail.com,,List import
9635191,,Carol Leonard,,,carol.leonard@ilim.com,,List import
7789060,,Mohammed Faisal Uddin,,,faisalxn08@gmail.com,,Web Form Fillout
9599168,,yun zhao,,,951840509@qq.com,,List import
10949595,Inactive Investor,Maxwell Cunningham,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,,,Salesforce
10799020,Inactive Investor,Bryan Holoman,Financial Advisor,LPL Financial LLC Herndon VA 13800 Coppermine Rd,bryan.holoman@lpl.com,,Salesforce
10779762,Inactive Investor,Matthew Kelly,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Orlando FL 201 E Pine St,matthew.c.kelly@morganstanley.com,,Salesforce
10824710,Inactive Investor,Edward Gaskey,Private Wealth Advisor,"Ameriprise Financial Services, LLC Greensburg PA 258 Frye Farm Rd",edward.x.gaskey@ampf.com,,Salesforce
221015,,Michael Cain,,[Unknown],mrcain64@me.com,,
10755049,Inactive Investor,Parker Black,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",parker.black@schwab.com,,Salesforce
10985051,Inactive Investor,William Hedrick,Financial Advisor,"Old North State Wealth Management, LLC",,,Salesforce
11153803,Inactive Investor,Matthew Cosco,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10619580,,Zachary Krantz,,,zachary.krantz@morganstanley.com,,List Import
371333,,STEVE MASTRO,,PRIVATE,clamdgr@comcast.net,6092040685,Salesforce
9630146,,Rhys Barker,,,rbarkes15@gmail.com,,List import
231609,,Tammy -,,Tammy [[Unknown]],moonbeamsinabottle777@gmail.com,,
337807,,Meredith Rerisi,Member,Abbott Capital Management Llc,mrerisi@abbottcapital.com,212-757-2700,Manual List Upload
11021718,Inactive Investor,Steven Smith,,Stonex Securities Inc. Carmi IL Private Residence,steven.smith@saswealth.com,,Salesforce
226618,, -,,[[Unknown]],frenchdc@gmail.com,,Initial Salesforce Import
10760143,Inactive Investor,James Campbell,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,james.r.campbell@jpmorgan.com,,Salesforce
11173120,Inactive Investor,Stephen Norton,,"Dempsey Lord Smith, LLC Kings Mountain NC 105 Regal Dr",,,Salesforce
10848081,Inactive Investor,Jonathan Philport,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",jonathan.philport@ampf.com,,Salesforce
11254704,Inactive Investor,Christopher Hayes,,Snowden Account Services LLC Salisbury MD 106 E Main St,chayes@snowdenlane.com,,Salesforce
11015578,Inactive Investor,Caroline Mcnally,,"Empower Financial Services, Inc",caroline.mcnally@empower.com,,Salesforce
11130232,Inactive Investor,Michael Neal,,Kovack Securities Inc. Horseheads NY 209 N Main St,michael.neal@kovacksecurities.com,,Salesforce
11174092,Inactive Investor,Sean Chen,Chief Compliance Officer;Chief Operating Officer,Validus Capital LLC El Segundo CA 840 Apollo St,,,Salesforce
10814509,Inactive Investor,Mark Schlipman,,Cetera Advisor Networks LLC Quincy IL 1890 Maine St,,,Salesforce
10597576,,makis mavrokefalos,,,makis.mavrokefalos@prudential.com,,Web Form Fillout
11113608,Inactive Investor,Alwa Gordon,,"Wells Fargo Clearing Services, LLC Capitola CA 1700 41st Ave",alwa.gordon@wellsfargoadvisors.com,,Salesforce
11029294,Inactive Investor,Adriana McGrath,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",adriana.mcgrath@equitable.com,,Salesforce
10835287,Inactive Investor,Mark Bublitz,,"Raymond James Financial Services, Inc. Northville MI 224 S Main St",mark.bublitz@raymondjames.com,,Salesforce
219048,,George Kirschner,,[Unknown],gkirschner@roadrunner.com,,Direct
10857527,Inactive Investor,Ifreine Mertilus,,PFS Investments Inc. Hollywood FL 3349 N University Dr,ifreine.mertilus@primerica.com,,Salesforce
9643289,,Dustin Moran,,,morandustin84@gmail.com,,List import
10975610,Inactive Investor,Alan Ryerson,Lead Strategist,"Gilbert & Cook, Inc.",aryerson@gilbertcook.com,,Salesforce
116839,,James Pauley,President,"Pauley Investing, LLC",jamey@pauleyinvesting.com,903-240-6096,
9556442,,MOHAMED ABAKARE,,,ganey66@yahoo.com,,List import
246089,,Not Provided,CEO,ASGI SpA,alberto.schwend@ieee.org,,Manual List Upload
10833635,Inactive Investor,Barbara Hambrick,,"Avantax Investment Services, Inc. Fort Smith AR 3101 S 70th St",,,Salesforce
10873802,Inactive Investor,Eduardo Escobar,Investment Advisor Representative,"Osaic Wealth, Inc. Miami FL 2937 SW 27th Ave",,,Salesforce
11180272,Inactive Investor,Michael Whealdon,Partner,"Waters, Parkerson & Co., LLC New Orleans LA 228 Saint Charles Ave",mwhealdon@watersparkerson.com,,Salesforce
11122825,Inactive Investor,Christopher Snooks,,LPL Financial LLC Sterling Heights MI 37070 Mound Rd,chris.snooks@lpl.com,,Salesforce
11088713,Inactive Investor,Stephen Hill,,LPL Financial LLC Ontario CA 701 N Haven Ave,stephen.e.hill@lpl.com,,Salesforce
10831869,Inactive Investor,Robert McNeill,Financial Consultant,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",,,Salesforce
10967945,Inactive Investor,Essence Moore,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9646244,,Inaie Lima,,,inaie.anthoni@hotmail.com,,List import
11086743,Inactive Investor,Robert Wiedelman,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,robert.e.wiedelman@jpmorgan.com,,Salesforce
11060966,Inactive Investor,James Hietter,Financial Advisor,Edward Jones Saint Louis MO 11780 Manchester Rd,jim.hietter@edwardjones.com,,Salesforce
10755070,Inactive Investor,Christopher Carlson,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",christopher.carlson@nm.com,,Salesforce
10945196,Inactive Investor,James Workman,,San Blas Securities LLC,james.workman@sanblassecurities.com,,Salesforce
347528,,Robert Hurlbut,Head Of Capital Management,"Acm Management Company, Llc",rhurlbut@agcapmanagement.com,971-420-1871,Manual List Upload
10776075,Inactive Investor,Michael Drake,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,michael.drake@morganstanley.com,,Salesforce
219493,,Kenneth Agostinelli,,[Unknown],kennyagostinelli@gmail.com,,
11171696,Inactive Investor,Epitacio Mejia,,J.P. Morgan Securities LLC Antioch CA 4300 Lone Tree Way,epitacio.mejia@jpmorgan.com,,Salesforce
10835680,Inactive Investor,Lystra Khan,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Manchester MA 40 Beach St",lystra.khan@wellsfargoadvisors.com,,Salesforce
10617686,,Jeffrey Burgess,,,jburgess@financialguide.com,,List Import
10929844,Inactive Investor,Sherman Fernandes,Investment Advisor Representative,Integrated Wealth Concepts LLC Rome GA 4 Pike St NW,,,Salesforce
10786989,Inactive Investor,Jonathan Beecham,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10810947,Inactive Investor,John Carter,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",john.carter@wellsfargoadvisors.com,,Salesforce
10831712,Inactive Investor,Glenn Adams,Owner;President,SeniorSolutions,,,Salesforce
11075663,Inactive Investor,Samuel Koessl,,LPL Financial LLC Frisco TX Private Residence,samuel.koessl@lpl.com,,Salesforce
9567896,,Michael Dionne,,,michael.dionne@ifpadvisor.com,,List import
10907618,Inactive Investor,Jason Fiore,,Money Concepts Capital Corp Westfield MA 89 S Maple St,jfiore@moneyconcepts.com,,Salesforce
9599703,,Michael Kufeld,,,mkufeld@gmail.com,,List import
10960130,Inactive Investor,Salem Fleury,,"Ameriprise Financial Services, LLC Las Vegas NV 7251 W Lake Mead Blvd",,,Salesforce
373219,,Doug Stoller,,[Unknown],dougstoller2010@hotmail.com,,source
10888675,Inactive Investor,Jeffrey Hatfield,,"Osaic Wealth, Inc. Fort Worth TX Private Residence",,,Salesforce
11170798,Inactive Investor,James Molloy,,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,james.molloy@morganstanley.com,,Salesforce
10814259,Inactive Investor,Tyler Gaffney,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley New York NY 55 E 52nd St,tyler.gaffney@morganstanley.com,,Salesforce
11156533,Inactive Investor,Lesly Avila,,J.P. Morgan Securities LLC Sugar Grove IL 489 N Illinois Rte 47,lesly.avila@jpmorgan.com,,Salesforce
10912132,Inactive Investor,Christopher Berry,Financial Planning Assistant,"Ameriprise Financial Services, LLC Fairfax VA 4000 Legato Rd",christopher.berry@ampf.com,,Salesforce
11152657,Inactive Investor,Christopher Hanna,,"Invex, LLC.",channa@invex.us,,Salesforce
10765610,Inactive Investor,John Chauvapun,Financial Advisor,"Wells Fargo Clearing Services, LLC Oceanside CA 2701 Vista Way",chauvapu@wellsfargo.com,,Salesforce
10843604,Inactive Investor,Troy Tompkins,Financial Advisor,"Pruco Securities, LLC. Big Spring TX 401 Austin St",troy.tompkins@prudential.com,,Salesforce
10871031,Inactive Investor,Kristin Schiltz,,LPL Financial LLC Detroit Lakes MN 1112 Hwy 59 S,,,Salesforce
10878958,Inactive Investor,Rachel Hassas,,Goldman Sachs & Co. San Francisco CA 555 California St,rachel.hassas@gs.com,,Salesforce
9572967,,??????? ???????,,,wxalnagahi@gmail.com,,List import
10864334,Inactive Investor,Shari Hilliard,,"Wells Fargo Clearing Services, LLC Tyler TX 6101 S Broadway Ave",shari.hilliard@wellsfargoadvisors.com,,Salesforce
9607970,,Bla Blaa,,,blabla@harakirimail.com,,List import
11057372,Inactive Investor,Sonya Ranker,,"Kestra Investment Services, LLC Lemoyne PA 1027 Mumma Rd",,,Salesforce
10905988,Inactive Investor,Nicholas Borkowski,Private Client Associate,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,nborkowski@janney.com,,Salesforce
9548704,,Sharon Azgour,,,sharon.azgour@uboc.com,,List import
9561118,,John Morrill,,,john.morrill@voyafa.com,,List import
9568766,,Ron Sones,,,jb32297@yahoo.com,,List import
11118067,Inactive Investor,Richard Painter,Financial Advisor,LPL Financial LLC Spartanburg SC 390 E Henry St,rich.painter@lpl.com,,Salesforce
11056813,Inactive Investor,Robin Roberson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robin.roberson@fidelity.com,,Salesforce
10611385,,Jonathan Chase,"Senior Vice President, Vice President, Wealth Management Advisor",,jonathan_chase@ml.com,,List Import
10870860,Inactive Investor,Shannon Nook,Chief Compliance Officer;Chief Executive Officer;President,"Liberty Financial Group, Inc. Elm Grove WI 700 Pilgrim Pkwy",shannon@lfgwi.com,,Salesforce
10877144,Inactive Investor,Jacob Miller,Financial Advisor,Edward Jones Gilbert AZ 2680 S Val Vista Dr,jake.miller@edwardjones.com,,Salesforce
9580929,,Mayank Patel,,,mpatel@skaana.us,,List import
10969607,Inactive Investor,Nicolas Huang,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11001279,Inactive Investor,Nichole Zahner,,"Lion Street Financial, LLC Eugene OR 2911 Tennyson Ave",nzahner@lionstreet.com,,Salesforce
10643899,,Thomas Galuhn,,,tgaluhn@mesirowfinancial.com,,List import
41630,,Jenna Gillard,,United States,jennagmoore@gmail.com,,source
11175647,Inactive Investor,William Fisher,,PFS Investments Inc. Richmond VA 9411 Hull Street Rd,william.fisher@primerica.com,,Salesforce
10884092,Inactive Investor,Furyal Asghar,,LPL Financial LLC Holmdel NJ 960 Holmdel Rd,furyal.asghar@lpl.com,,Salesforce
11125335,Inactive Investor,Jay Mehta,,"World Investments, Inc. Fairview NJ Private Residence",,,Salesforce
11116948,Inactive Investor,Ankita Agarwal,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10961519,Inactive Investor,Dane Braunecker,,Edward Jones Hermosa Beach CA 2615 Pacific Coast Hwy,,,Salesforce
11098493,Inactive Investor,Jennifer Peiffer,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
227379,,Melanie powers -,,Melanie powers [[Unknown]],chambersmom92@gmail.com,,Direct
5051001,,king kim,,,xepahih360@invodua.com,3606793205,Web Form Fillout
11162567,Inactive Investor,Tiffany Mourning,,"Empower Financial Services, Inc",tiffany.mourning@gwrs.com,,Salesforce
245993,,Not Provided,LD,CONGRESS,johanna.leblanc@mail.house.gov,,Manual List Upload
10774077,Inactive Investor,Charles Nelson,Vice President,&Partners,cnelson@aintreecap.com,,Salesforce
371075,,Brett Fogle,,United States,bjfprivate@gmail.com,,Salesforce
10795451,Inactive Investor,Daniel Jago,,LPL Financial LLC Bedminster NJ 415 Main St,daniel.jago@lpl.com,,Salesforce
10826345,Inactive Investor,Paul Dowd,,Cetera Advisor Networks LLC Brookfield WI 250 N Patrick Blvd,,,Salesforce
9578763,,Johnny Steindorff,,,john.steindorff@gmail.com,,List import
9551582,,Michael Wideman,,,m.wideman@fi.com,,List import
11204117,Inactive Investor,Peter Viglione,,Network 1 Financial Securities Inc.,,,Salesforce
11023740,Inactive Investor,Fabio Barletta,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
11230697,Inactive Investor,Andrea Kimble,,"Ameriprise Financial Services, LLC Indianapolis IN 3755 E 82nd St",,,Salesforce
11168400,Inactive Investor,Rodney Wright,,"Raymond James Financial Services, Inc. Murfreesboro TN 3110 Memorial Blvd",rodney.wright@raymondjames.com,,Salesforce
10813481,Inactive Investor,George Papadoyannis,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Mateo CA 1900 OFarrell St",george.x.papadoyannis@ampf.com,,Salesforce
11203809,Inactive Investor,Bradley Garges,,Cetera Advisor Networks LLC Harleysville PA 173 Main St,,,Salesforce
9550642,,Larry Thomas,,,larrydthomas6543@gmail.com,,List import
11056004,Inactive Investor,Thomas Steffey,,"Hazard & Siegel, Inc. Punxsutawney PA 1055 E Mahoning St",tsteffey@hazardsiegel.com,,Salesforce
10942072,Inactive Investor,Norman Ferry,,"Independent Financial Group, LLC Greenville RI Private Residence",,,Salesforce
11051608,Inactive Investor,Sheila Mcclure,Member;Retirement Plan Specialist,"McClure Investment Management, LLC",sheila@mcclureinvest.com,,Salesforce
11039693,Inactive Investor,Christopher Legaspi,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,christopher.legaspi@primerica.com,,Salesforce
9603427,,Mike Antosy,,,michaelantosy@yahoo.com,,List import
9616414,,Joe Antkowiak,,,jantkowiak@netigent.net,,List import
338084,,Mike Leak,,Sjhl Financial Group,mleak@sjhl.com,620-241-1826,Manual List Upload
9634719,,J Brown,,,jbrown@jmpsecurities.com,,List import
10848965,Inactive Investor,Robert Snell,Financial Advisor,Edward Jones Saratoga Springs NY 34 Congress St,rob.snell@edwardjones.com,,Salesforce
11045131,Inactive Investor,Richard Rojeck,Financial Planner;Private Wealth Advisor,"Osaic FA, Inc. La Jolla CA 4250 Executive Sq",richard.rojeck@lfg.com,,Salesforce
11145412,Inactive Investor,Valerie Saucedo,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",valerie.saucedo@usbank.com,,Salesforce
10898953,Inactive Investor,Benjamin Campbell,Private Client Advisor,J.P. Morgan Securities LLC Bowling Green KY 924 Broadway Ave,ben.campbell@jpmorgan.com,,Salesforce
11255214,Inactive Investor,Peter Lisnic,Equity Research Analyst,Hunter Capital Management,,,Salesforce
9593695,,Mark Holowesko,,,mholowesko@holoweskofunds.com,,List import
11162364,Inactive Investor,Shaiyan Khan,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",shaiyan.khan@prudential.com,,Salesforce
10764372,Inactive Investor,Christopher Barber,Vice President,"Equitable Advisors, LLC Melville NY 395 N Service Rd",cjb@equitable.com,,Salesforce
11168880,Inactive Investor,Cody Barrick,Managing Director,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,cody.barrick@jpmorgan.com,,Salesforce
10764414,Inactive Investor,John Peri,Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.m.peri@jpmorgan.com,,Salesforce
11140153,Inactive Investor,Paul Stageberg,,Cetera Investment Services LLC New London MN 51 Main St S,paul.stageberg@ceterais.com,,Salesforce
11094184,Inactive Investor,Kimberly Greene,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,,,Salesforce
11078247,Inactive Investor,Gregory Howell,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 633 Chestnut St",gregory.a.howell@nm.com,,Salesforce
9621789,,Guddu Kumar,,,gkumat491@gmail.com,,List import
10535217,,shirley xu,,,berrykat04@163.com,,Web Form Fillout
10946171,Inactive Investor,Tracy Bachuwa,,Edward Jones Howell MI 4908 Chilson Rd,tracy.bachuwa@edwardjones.com,,Salesforce
10865844,Inactive Investor,Alejandro Ruiz Cruz,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11018740,Inactive Investor,Francis Mullady,,Cetera Advisor Networks LLC Woodbury NY 100 Crossways Park Dr W,,,Salesforce
11042979,Inactive Investor,Dion Youngbar,,"Farmers Financial Solutions, LLC Hagerstown MD 1850 Dual Hwy",dyoungbar@farmersagent.com,,Salesforce
10969254,Inactive Investor,Ryan Martinez,Private Client Advisor,J.P. Morgan Securities LLC Kingwood TX 2611 W Lake Houston Pkwy,,,Salesforce
11100961,Inactive Investor,John Lockwood,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11059279,Inactive Investor,Sarah Kyle,Wealth Manager,"Annex Wealth Management, LLC",skyle@annexwealth.com,,Salesforce
10977220,Inactive Investor,Randy Harris,,"MML Investors Services, LLC Leominster MA 20 Adams St",,,Salesforce
372413,,Rajat Mohindra,,Switzerland,mohindra.rajat@gmail.com,,Salesforce
11014586,Inactive Investor,Jack Rodberg,,"Raymond James & Associates, Inc.",jack.rodberg@raymondjames.com,,Salesforce
10900003,Inactive Investor,William Bevins,Private Wealth Manager,"Cypress Capital, LLC",williambevins@cypresscapital.com,,Salesforce
10941531,Inactive Investor,Cade Robson,,Hilltop Securities Inc.,cade.robson@hilltopsecurities.com,,Salesforce
11012774,Inactive Investor,Emilio Torrealba Charinga,,"Mutual of Omaha Investor Services, Inc. Miami FL 2600 S Douglas Rd",,,Salesforce
11024253,Inactive Investor,Esther Tseng,,Wedbush Securities Inc. Pasadena CA 225 S Lake Ave,esther.tseng@wedbush.com,,Salesforce
6598331,,Rajib Ahmed,,,rajibahamedqr@gmail.com,,Web form fillout
9632064,,Xiao Y,,,x_whyz@yahoo.com,,List import
11029268,Inactive Investor,Jason Jarck,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",jason.jarck@bankerslife.com,,Salesforce
10823777,Inactive Investor,William Terry,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,wjterry@ft.newyorklife.com,,Salesforce
10865641,Inactive Investor,Daniel Clauson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",dan.clauson@schwab.com,,Salesforce
211088,,Riki Kurniawan,,[[Unknown]],rikikurniawand@gmail.com,,Initial Salesforce Import
11074601,Inactive Investor,Carlyn Earl,Financial Advisor,LPL Financial LLC Bellevue WA 1 Lake Bellevue Dr,carlyn.earl@lpl.com,,Salesforce
11000575,Inactive Investor,Jenny Zhu,,Perella Weinberg Partners LP,jzhu@pwpartners.com,,Salesforce
11034251,Inactive Investor,Jeanie Bandy,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10617460,,Nicholas Adducci,,,nicholas.a.adducci@jpmorgan.com,,List Import
4587622,,Ernest Hairston III,,,hairstone@gmail.com,,Web Form Fillout
11220357,,Rodrigo Diaz,,,rdiaz@hbkswealth.com,,Other
10913230,Inactive Investor,Amber Spiewak,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10953083,Inactive Investor,Tayler Mcallister,,Vanguard Marketing Corporation,tayler_mcallister@vanguard.com,,Salesforce
10963117,Inactive Investor,Jared Andreoli,President,"Simplicity Financial, LLC",jared.andreoli@simplicityfinancialllc.com,,Salesforce
10920549,Inactive Investor,Eric Carlson,,"Raymond James Financial Services, Inc. Orlando FL 7380 W Sand Lake Rd",eric.carlson@raymondjames.com,,Salesforce
215438,,Peter Yuen,,[Unknown],peter.yuen@gmail.com,,
10791714,Inactive Investor,Mitchell Owens,Financial Advisor,Edward Jones Decatur AL 2691G Sandlin Rd SW,mitchell.owens@edwardjones.com,,Salesforce
10801224,Inactive Investor,Justin Griffin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",justin_griffin@ml.com,,Salesforce
10869757,Inactive Investor,Margaret Murphy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,margaret.murphy@fidelity.com,,Salesforce
11060828,Inactive Investor,Austin Couey,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,austin.couey@lpl.com,,Salesforce
10839089,Inactive Investor,Robin Ramos,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",robin.ramos@ml.com,,Salesforce
9641043,,Thomas Campione,,,thomas.campione@pwc.com,,List import
10931123,Inactive Investor,Austin Durrett,,PFS Investments Inc. Richardson TX 661 N Plano Rd,austin.durrett@primerica.com,,Salesforce
374129,,Ali Sheikh,,None,alijsheikh@gmail.com,,Webinar
9555252,,Ayaz Mahmud,,,amahmud@westbranchcapital.com,,List import
11036259,Inactive Investor,Francia Amaro Saldivar,,J.P. Morgan Securities LLC Santa Barbara CA 1165 Coast Village Rd,francia.amaro-saldivar@jpmorgan.com,,Salesforce
11207275,Inactive Investor,Amy Harper,,"Raymond James Financial Services, Inc. Oklahoma City OK 6501 Tinker Diagonal",amy.e.harper@raymondjames.com,,Salesforce
10827275,Inactive Investor,Surai Quimby,Client Relationship Consultant - Wealth Management,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",squimby@tiaa-cref.org,,Salesforce
10925526,Inactive Investor,Lance Friedler,Chief Compliance Officer;General Counsel,"Hilton Capital Management, LLC",friedlerl@hiltoncm.com,,Salesforce
10790867,Inactive Investor,Francis Buchan,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",fran_buchan@ml.com,,Salesforce
11162431,Inactive Investor,Michele McDuffie,Wealth Advisor,LPL Financial LLC Kings Mountain NC Private Residence,michele.mcduffie@lpl.com,,Salesforce
242044,,Jabbar Jamison,Financial adviser,J&G Legacy Financial Group,jjamison@jandglegacy.com,,Event
10988913,Inactive Investor,Leah Mara,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,leah_mara@vanguard.com,,Salesforce
11192092,Inactive Investor,Allison Gilsrud,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11020590,Inactive Investor,Luke George,,"Cambridge Investment Research, Inc. Meridian ID 3023 E Copper Point Dr",,,Salesforce
9547013,,Duncan Eng,,,duncan.eng@lfg.com,,List import
10975713,Inactive Investor,Andrey Kolpakov,Chief Investment Officer,Motiv8 Investments LLC,,,Salesforce
11152177,Inactive Investor,Mark Mann,,"Raymond James Financial Services, Inc. Brighton MI 142 Brighton Lake Rd",mark.mann@raymondjames.com,,Salesforce
10878857,Inactive Investor,Eric Price,Executive Managing Director,Pathstone Austin TX 300 W 6th St,eprice@pathstone.com,,Salesforce
10871616,Inactive Investor,Timothy Wells,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",twells@ml.com,,Salesforce
10988179,Inactive Investor,James Park,,"Principal Securities, Inc. Fort Worth TX 2900 Wingate St",,,Salesforce
11072591,Inactive Investor,Joshua Gresham,,J.P. Morgan Securities LLC La Habra CA 1300 W Imperial Hwy,joshua.gresham@jpmorgan.com,,Salesforce
210772,,Mike Cassidy,,[Unknown],michael.cassidy8@gmail.com,,Organic Search
9631469,,Satoshi Nakamoto,,,neodotus@protonmail.com,,List import
11088231,Inactive Investor,Eric Geiger,Investment Executive,"Fifth Third Securities, Inc. Port Orange FL 5100 Clyde Morris Blvd",eric.geiger@53.com,,Salesforce
11101428,Inactive Investor,Robert Victoria,,"Empower Financial Services, Inc Waltham MA 255 Bear Hill Rd",robert.victoria@empower.com,,Salesforce
10895964,Inactive Investor,Alexandra Brydon,,Fidelity Brokerage Services LLC,,,Salesforce
11002194,Inactive Investor,Jason Harpham,,Thrivent Investment Management Inc.,jason.harpham@thrivent.com,,Salesforce
4955136,,Kev Ven,,,kven9726@gmail.com,,Web Form Fillout
11119699,Inactive Investor,Ellen Jones,,Commonwealth Financial Network,ejones@commonwealth.com,,Salesforce
228778,, -,,[[Unknown]],zachlipe@gmail.com,,
9628345,,Clive Williams,,,clive.williams@troweprice.com,,List import
10695793,,Felix Rivera,,EZRA Group LLC,felix@ezragroupllc.com,,List Import
10887642,Inactive Investor,Gregory Jacobs,,Cetera Investment Services LLC,gregory.jacobs@ceterais.com,,Salesforce
10752449,Inactive Investor,Julia Lopiparo,Senior Complex Risk Officer,Morgan Stanley Houston TX 15021 Katy Fwy,,,Salesforce
10866734,Inactive Investor,Jasmine Martin,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",jasmine.martin@truist.com,,Salesforce
10813639,Inactive Investor,Bruce Jentner,President;Regulatory Contact,Jentner Wealth Management,bruce@jentner.com,,Salesforce
10978574,Inactive Investor,Tyler Abernathy,Client Assistant,Robert W. Baird & Co. Incorporated Paducah KY 4730 Village Square Dr,tabernathy@rwbaird.com,,Salesforce
11095785,Inactive Investor,Brian Famigletti,Managing Director;Portfolio Manager,"Griffin Asset Management, LLC",bfamigletti@griffinasset.com,,Salesforce
104072,,Darion Douglas,President,"iKhan Enterprises, LLC",darion.douglas@ikhanenterprises.com,,
11023287,Inactive Investor,William Ford,Director;President,"Dividend Assets Capital, LLC",bford@dacapitalsc.com,,Salesforce
11111564,Inactive Investor,David Moelker,,LPL Financial LLC Grandville MI 3900 Chicago Dr SW,dmoelker@lpl.com,,Salesforce
11031674,Inactive Investor,David Deller,Chief Compliance Officer;Owner,Deller Wealth Management LLC,,,Salesforce
236951,, -,,[[Unknown]],kent.fletcher@gmail.com,,Content
11165736,Inactive Investor,Ryan Oujesky,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",ryan.oujesky@equitable.com,,Salesforce
9599354,,Sheryl Hoyt,,,sheryl@olson-investments.com,,List import
9568072,,Kris -,,,kristharp78@gmail.com,,List import
10847189,Inactive Investor,Patrick Martin,Managing Director;Regulatory Contact,"Martin Investment Management, LLC Evanston IL 1007 Church St",p.a.martin@martin-investments.com,,Salesforce
10898965,Inactive Investor,Jessica Fernandez,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
11073378,Inactive Investor,Anthony Ross,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",tony.ross@wellsfargoadvisors.com,,Salesforce
9620828,,Eric S,,,eric.sidharta@gmail.com,,List import
10996000,Inactive Investor,Kenneth Schaible,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,kschaible@primerica.com,,Salesforce
11205712,Inactive Investor,Stephen Johnson,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10616182,,Silvia Corral,,,silvia.corral@jpmorgan.com,,List Import
9543050,,lane.watson@fmglobal.com Watson,,,lane.watson@fmglobal.com,,List import
10803057,Inactive Investor,Bret Salomon,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 15858 W Dodge Rd",bsalomon@ampf.com,,Salesforce
9602846,,Kevin Bidenkap,,,kevin@tortugawealth.com,,List import
11032979,Inactive Investor,Sherrie Hill,,PFS Investments Inc. Puyallup WA 929 E Main,shill@primerica.com,,Salesforce
11088794,Inactive Investor,Samuel Edwards,Financial Consultant,Stephens,sedwards@stephens.com,,Salesforce
9581509,,Luis Nieves,,,landsmart@gmail.com,,List import
10974395,Inactive Investor,Richard Deviccaro,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,rdeviccaro@primerica.com,,Salesforce
11126271,Inactive Investor,Kelly Stewart,Financial Advisor,"Raymond James & Associates, Inc. Boulder CO 1881 9th St",kelly.stewart@raymondjames.com,,Salesforce
233873,, -,,[[Unknown]],amortonco@aol.com,,Organic Search
155056,,Javier Rubio,,[Unknown],jrubioferraez@gmail.com,,Paid Social
9586390,,B B,,,montserrat_holdings@mac.com,,List import
345991,,James Sena,Chief Compliance Officer,"Newfleet Asset Management, Llc",james.sena@virtus.com,877-332-8172,Manual List Upload
10932471,Inactive Investor,Alexis Reyes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 10301 N Dale Mabry Hwy",,,Salesforce
10824456,Inactive Investor,Andrew Clugston,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Southlake TX 1400 Civic Pl,andrew.clugston@morganstanley.com,,Salesforce
11213603,Inactive Investor,Carson Dycus,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,carson.dycus@fidelity.com,,Salesforce
11011280,Inactive Investor,Nathaniel Gemmato,Financial Professional,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",nathaniel.gemmato@equitable.com,,Salesforce
11024074,Inactive Investor,Melanie Conrad-Brooks,,"Allstate Financial Services, LLC Naples FL 5627 Naples Blvd",melanieconrad-brooks@allstate.com,,Salesforce
9645125,,frank horowitz,,,fbhorowitz@gmail.com,,List import
10992934,Inactive Investor,Tanner Woslager,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11007565,Inactive Investor,Nicholas Hartman,,NYLIFE Securities LLC San Francisco CA 425 Market St,nwhartman@ft.newyorklife.com,,Salesforce
10968634,Inactive Investor,Erica Richard,Chief Compliance Officer;Director - Operations,Wealth Covenant Group LLC,erica@wealthcovenantgroup.com,,Salesforce
10836265,Inactive Investor,Laura Pedroncelli,,"Raymond James Financial Services, Inc. Santa Rosa CA 2500 Mendocino Ave",laura.pedroncelli@raymondjames.com,,Salesforce
10978032,Inactive Investor,Joshua Kim,,"Wells Fargo Clearing Services, LLC La Canada Flintridge CA 555 Foothill Blvd",,,Salesforce
11129800,Inactive Investor,Mitchell Massino,,"Principal Securities, Inc. Rockford IL 7445 Newburg Rd",massino.mitchell@principal.com,,Salesforce
238734,,cruznweb@msn.com Cruz,,[Unknown],cruznweb@msn.com,,
11118499,Inactive Investor,Mary Thatcher,,PFS Investments Inc. Albany NY 3 Pine West Plz,mary.thatcher@primerica.com,,Salesforce
11199506,Inactive Investor,Brian Jones,,Brookstone Capital Management LLC Cave Creek AZ Private Residence,,,Salesforce
11064359,Inactive Investor,John Cooney,,"Cambridge Investment Research, Inc. Worcestor MA Private Residence",john.cooney@cambridgesecure.com,,Salesforce
166906,,Paul Kremer,,[Unknown],paul-kremer@hotmail.com,,
11196724,Inactive Investor,Jack Syryczuk,Financial Advisor,LPL Financial LLC Stanley WI 963 Pine St,jack.syryczuk@lpl.com,,Salesforce
9564004,,Frank Weiss,,,fweiss@massmutual.com,,List import
11177828,Inactive Investor,Leila Taylor,Senior Client Service Associate;Vice President,Rockefeller Financial LLC Salt Lake City UT 2603 E Parleys Way,ltaylor@rockco.com,,Salesforce
10530904,,Abraham Varghese,,,abrahamv@smu.edu,,List Import
10830710,Inactive Investor,Moises Alfonso,Vice President,PFS Investments Inc. Miami FL 2811 SW 3rd Ave,moises.rodriguez@primerica.com,,Salesforce
7355566,,Shawn Nodder,,,shawn.nodder@vividcapitalmanagment.com,,Web Form Fillout
9546548,,Samuel Flowers,,,samuelflowers@synovus.com,,List import
10979416,Inactive Investor,Cynthia Balkwell,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",cbalkwell@financialguide.com,,Salesforce
11008237,Inactive Investor,Hunter Halonen,,LPL Financial LLC Saint Paul MN 652 Bielenberg Dr,hunter.halonen@lpl.com,,Salesforce
10849593,Inactive Investor,Debra Hoag,,Cetera Advisors LLC New York NY 3 Columbus Cir,,,Salesforce
10933783,Inactive Investor,Andrew Horn,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
9585726,,George Brown,,,abrown@capitaladv.com,,List import
228068,,Jef Hephaestus jewelers -,,[Unknown],jtinrm@gmail.com,,
1003085,Inactive Investor,Adam Levyn,,Leonard Green & Partners,alevyn@gmail.com,,3rd Party Lead Gen
11161762,Inactive Investor,Michael Eldred,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,michaeleldred@statefarm.com,,Salesforce
11116761,Inactive Investor,Brooke Wooding,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",brooke.m.wooding@wellsfargoadvisors.com,,Salesforce
10960089,Inactive Investor,Nicholas Kroll,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",nick.kroll@prudential.com,,Salesforce
11081241,Inactive Investor,Paul Mass,,"MML Investors Services, LLC New York NY 90 Park Ave",pmass@massmutual.com,,Salesforce
11198754,Inactive Investor,Benjamin Pearce,Investment Advisor,PNC Investments,benjamin.pearce@pnc.com,,Salesforce
11204127,Inactive Investor,Daryl Tallon,,"Farmers Financial Solutions, LLC Newport Beach CA 5015 Birch St",,,Salesforce
10422444,,Zach Masum,,,zmasum@bcsc.bc.ca,,Web Form Fillout
10805249,Inactive Investor,Lorraine Malanga,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,lorraine.malanga@ubs.com,,Salesforce
10774098,Inactive Investor,John Van Wagenen,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,john.vanwagenen@fidelity.com,,Salesforce
11014767,Inactive Investor,Sophia Short,,Fidelity Brokerage Services LLC Hilton Head Island SC 807 William Hilton Pkwy,,,Salesforce
11078632,Inactive Investor,Ian Scharf,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",ian.scharf@equitable.com,,Salesforce
11162474,Inactive Investor,Kimberley Cessna,,LPL Financial LLC Springfield IL 3400 Wabash Ave,kimberley.cessna@lpl.com,,Salesforce
22078,,W. Todd Martin,Partner,"Cw Industrial Partners, Llc",tmartin@capitalworks.net,1-216-472-5545,Manual List Upload
11234332,Inactive Investor,Ryan Vogel,,Morgan Stanley Potomac MD 12505 Park Potomac Ave,,,Salesforce
11023477,Inactive Investor,Amy Reese,,"Allstate Financial Services, LLC Loganville GA 150 Athens Hwy",areese@allstate.com,,Salesforce
11101760,Inactive Investor,William Tryon,Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",william.tryon1@wellsfargoadvisors.com,,Salesforce
10725430,,ADAM GUMILAR ADENG SUANDA,,,adamgumilar339@gmail.com,,Web Form Fillout
10871729,Inactive Investor,Amy Bowen,,Morgan Stanley,,,Salesforce
11060005,Inactive Investor,Jade Green,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",jade.green@wfafinet.com,,Salesforce
9566474,,Angela Sell,,,angela.sell@edwardjones.com,,List import
10897670,Inactive Investor,Ryan Harris,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ryan.harris@tiaa.org,,Salesforce
10839149,Inactive Investor,Christine Santos,Wealth Strategy Associate,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,christine.santos@ubs.com,,Salesforce
10797539,Inactive Investor,Marc Schliefer,,Cetera Advisor Networks LLC Bethesda MD 7910 Woodmont Ave,,,Salesforce
11222631,,Sal Stanzione,,,sstanzione@greatvalleyadvisors.com,,List Import
10864205,Inactive Investor,Megan Bishop,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10999678,Inactive Investor,William Marte,,J.P. Morgan Securities LLC Paterson NJ 148 Market St,,,Salesforce
10897935,Inactive Investor,Ealing Jahn,Partner;Wealth Manager,Creative Planning Leawood KS 3400 College Blvd,ealing.jahn@creativeplanning.com,,Salesforce
11067356,Inactive Investor,Jared Vance,Financial Advisor,Morgan Stanley Rockville MD 702 King Farm Blvd,jared.vance@morganstanley.com,,Salesforce
10799535,Inactive Investor,Daniel Sliefert,,"Northwestern Mutual Investment Services, LLC Storm Lake IA 1711 1/2 Lake Ave",dan.sliefert@nm.com,,Salesforce
9646377,,Joseph Vietri,,,jvietri@yahoo.com,,List import
11163243,Inactive Investor,Christopher Mukoda,Financial Advisor,LPL Financial LLC Dover DE Private Residence,chris.mukoda@lpl.com,,Salesforce
11071202,Inactive Investor,Tanner Stockton,,"Cambridge Investment Research, Inc. Covington LA 1978 N Hwy 190",,,Salesforce
9554680,,Hendrik Jordaan,,,hjordaan@1k1v.com,,List import
10994105,Inactive Investor,William Parchman,Senior Portfolio Manager;Shareholder,"Truepoint, Inc.",w.parchman@truepointcapital.com,(513) 792-6648,Salesforce
11032068,Inactive Investor,Denise Teague,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",denise.teague@nm.com,,Salesforce
9634655,,Robert Yawman,,,ryawman@cooperhaims.com,,List import
10914263,Inactive Investor,Rachel Anderson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10861740,Inactive Investor,Patricia Dwyer,,"Wells Fargo Advisors Financial Network, LLC Chicago IL 10 S Wacker Dr",patricia.dwyer@wellsfargoadvisors.com,,Salesforce
11077033,Inactive Investor,Paul Swift,,"MML Investors Services, LLC Dublin OH 495 Metro Pl S",paulswift@financialguide.com,,Salesforce
1002952,Inactive Investor,Rufus Rankin,,Ampersand Investment Management,rrankin@ampersandinvestments.com,,Other
10896288,Inactive Investor,Laura Olney,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntersville NC 8700 Sam Furr Rd",laura.olney@schwab.com,,Salesforce
10794695,Inactive Investor,Holden Ritter,Financial Advisor,"Wells Fargo Clearing Services, LLC Wasilla AK 1701 E Parks Hwy",holden.s.ritter@wellsfargo.com,,Salesforce
10984327,Inactive Investor,Katheryn Fischer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11192475,Inactive Investor,Morris Mattout,,EFG Capital International Panama City Pa Torre Argos,,,Salesforce
10932371,Inactive Investor,Nevin Woulas,Co-Owner;Investment Advisor;Partner,"Pelican Wealth Advisors, LLC",nevin@pelicanwealth.com,,Salesforce
9569199,,Matthew Didur,,,matt_ap16@hotmail.com,,List import
10846662,Inactive Investor,Diane Rose,Relationship Manager,James Investment Research Inc,drose@jir-inc.com,,Salesforce
10807794,Inactive Investor,Paul Baeske,First Vice President;Wealth Advisor,Morgan Stanley Edwardsville IL 6181 Bennett Dr,paul.baeske@morganstanley.com,,Salesforce
10822662,Inactive Investor,Wesley Long,President,"Index Fund Advisors, Inc.",wes@ifa.com,,Salesforce
11230041,Inactive Investor,Tina Nguyen,,"First Command Brokerage Services, Inc. Fairfield CA 1300 Oliver Rd",,,Salesforce
10822848,Inactive Investor,Tennyson Zhu,Client Relationship Analyst,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11150230,Inactive Investor,John Hug,Account Vice President;Corporate Stock Benefit Consultant;Financial Advisor;Portfolio Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.hug@ubs.com,,Salesforce
10958648,Inactive Investor,Robert Gwydir,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10758084,Inactive Investor,Brett Dietzold,Portfolio Associate,Morgan Stanley Boston MA 28 State St,brett.dietzold@morganstanley.com,,Salesforce
10833132,Inactive Investor,William Sheehan,,"DFPG Investments, LLC Cornwall on Hudson NY 240 Hudson St",,,Salesforce
10851926,Inactive Investor,David Bloomberg,Financial Advisor,LPL Financial LLC Nashville TN 404 Bna Dr,david.bloomberg@lpl.com,,Salesforce
9592902,,Jef Rogers,,,rogers@gryphoninvestors.com,,List import
11178079,Inactive Investor,James Funk,First Vice President;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,james.funk@morganstanley.com,,Salesforce
373691,,Jasmine Valentine,,[Unknown],jvalentine1412@gmail.com,,Event
11043891,Inactive Investor,Leslie Danilson,,Deutsche Bank Securities Inc.,leslie.danilson@db.com,,Salesforce
9616820,,Raul Warat,,,raulwarat@ivisionfund.com,,List import
11134342,Inactive Investor,Donald Wilson,,"Allstate Financial Services, LLC Monroe NC 1606 Skyway Dr",a097509@allstate.com,,Salesforce
11120700,Inactive Investor,Joseph Debonis,Vice President,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",joe.debonis@raymondjames.com,,Salesforce
11191472,Inactive Investor,Ronald Harrison,Member;Partner,"Summit Financial Group, LLC",mharrison@haynesmoore.com,,Salesforce
201618,,Jason Kim,,[[Unknown]],jasonjhkim@gmail.com,,Database Upload
10823346,Inactive Investor,Kelley Delesandri,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Galveston TX 306 22nd St",kelley.delesandri@ml.com,,Salesforce
9554854,,David Bordes,,,david@cullenonline.com,,List import
10995400,Inactive Investor,Atilano Cuevas Landeros,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10507617,,Lucas Humphrey,,,gscalecrypto@gmail.com,,Web Form Fillout
10856153,Inactive Investor,Daniel Kravitz,,"Osaic Wealth, Inc. Temecula CA 31600 Corte Padrera",,,Salesforce
10912997,Inactive Investor,Chad Crawford,Investment Consultant;Portfolio Manager,"Cornerstone Management, Inc.",chad@cornerstonemgt.net,,Salesforce
10982929,Inactive Investor,Jeffrey Presley,Investment Advisor Representative,"First Advisors National, LLC Greer SC 967 Deyoung Rd",,,Salesforce
11051511,Inactive Investor,Sandra Skrodinsky,Chief Compliance Officer;Director;President,Rodgers & Associates,sandy@rodgers-associates.com,,Salesforce
11190653,Inactive Investor,Rhonda Bruno,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",rhonda_bruno@ml.com,,Salesforce
9602788,,Timothy Wolak,,,timothy@ajwealthllc.com,,List import
10775766,Inactive Investor,Glenn Pero,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",glenn.pero@schwab.com,,Salesforce
9621519,,wongee hong,,,wghong22@gmail.com,,List import
11147449,Inactive Investor,Melissa Cox,,"Empower Financial Services, Inc",melissa.cox@empower.com,,Salesforce
10906022,Inactive Investor,Richard Belz,,"R. F. Lafferty & Co., Inc.",rbelz@rflafferty.com,,Salesforce
235487,, -,,[[Unknown]],jeremiahhubert47@gmail.com,,Content
31358,,Rory Michael Murphy,,United States,rory.murphy@yahoo.com,,
10725309,,Saul Estreicher,,,siestre@gmail.com,,Web Form Fillout
9608582,,M -,,,111lifecoaching@gmail.com,,List import
10901154,Inactive Investor,John Sadler,,Citigroup Global Markets Inc.,,,Salesforce
11262273,Inactive Investor,Michael Kao,Chief Executive Officer,Akanthos Capital Management,mkao@akanthoscapital.com,1-818-456-5220,Warm Lead
10871339,Inactive Investor,Nicholas McMahan,Financial Advisor;Vice President - Wealth Management,Hilltop Securities Inc. Austin TX 7000 N Mo Pac Expy,,,Salesforce
238491,,867776291@qq.com ?,,867776291@qq.com æ®·,867776291@qq.com,,Content
11109297,Inactive Investor,Christopher Tinder,Partner,"Northwestern Mutual Investment Services, LLC Zionsville IN 6885 W Stonegate Dr",chris.tinder@nm.com,,Salesforce
10864216,Inactive Investor,Nicholas Torres,Private Client Advisor,J.P. Morgan Securities LLC Madera CA 2147 W Cleveland Ave,nicholas.torres@jpmorgan.com,,Salesforce
9582306,,brian wieber,,,wieberbrian@gmail.com,,List import
11034527,Inactive Investor,Brennan Mayfield,,Commonwealth Financial Network Silverdale WA 2819 Nw Kitsap Pl,bmayfield@commonwealth.com,,Salesforce
9607760,,Valentijn Trossel,,,valentijntrossel@hotmail.com,,List import
10763935,Inactive Investor,Adam Ward,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1 Almaden Blvd",adam.h.ward@ampf.com,,Salesforce
11175979,Inactive Investor,Anthony Digabriele,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester NY 2830 Monroe Ave",anthony.digabriele@ml.com,,Salesforce
10934698,Inactive Investor,Amanda Toner,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,,,Salesforce
11220096,,Matthew Chlopek,,,mchlopek@hbkswealth.com,,Other
10956189,Inactive Investor,Elizabeth Prindle,Investment Advisor Representative;Member;Owner;Regulatory Contact;Senior Associate,"SAS Financial Advisors, LLC.",elizabeth@sasadvisors.com,,Salesforce
10781180,Inactive Investor,John Simecek,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
207665,,Karen Hamilton,Financial Services Representative,"Principal Securities, Inc.",hamilton.karen@principal.com,251-285-1575,
11164424,Inactive Investor,Jose Ramirez,,"Farmers Financial Solutions, LLC Spring TX 23315 Aldine Westfield Rd",jramirez1@farmersagent.com,,Salesforce
9542456,,yi?it çelik,,,yigityigitcelik@gmail.com,,List import
10644410,,Eric Luperini,,,eric.luperini@chase.com,,List Import
10873209,Inactive Investor,Paul Redclift,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,paul.redclift@mutualofamerica.com,,Salesforce
11165625,Inactive Investor,William Moore,,"Nations Financial Group, Inc. Memphis TN 5100 Poplar Ave",,,Salesforce
11032795,Inactive Investor,Lee Gentry,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",lee.gentry@raymondjames.com,,Salesforce
10944264,Inactive Investor,Alyssa Kirk,,"Raymond James Financial Services, Inc. Huron SD 280 Dakota Ave S",alyssa.kirk@raymondjames.com,,Salesforce
11029061,Inactive Investor,Teresa Allen,,"Farmers Financial Solutions, LLC Albuquerque NM 520 Chama St NE",,,Salesforce
10909669,Inactive Investor,Mara David,,Citigroup Global Markets Inc.,,,Salesforce
209794,,Robert Paoni,"Chief Executive Officer, Partner",Sikich Financial,apaoni@sikich.com,217-862-1842,
11205225,Inactive Investor,Thomas Booker,,"First Command Brokerage Services, Inc. Biloxi MS 750 Dr Martin Luther King Jr Blvd",,,Salesforce
11106243,Inactive Investor,Daniel Amatuzzo,,J.P. Morgan Securities LLC Armonk NY 400 Main St,dan.amatuzzo@chase.com,,Salesforce
10747851,,Matthew Hinton,,,matthewdavidhinton@gmail.com,,Web Form Fillout
10768317,Inactive Investor,Mary Townsend,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,mary.townsend@ubs.com,,Salesforce
10932279,Inactive Investor,David Test,,"Avantax Investment Services, Inc. Frisco TX Private Residence",,,Salesforce
10776342,Inactive Investor,Sean Woodall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,sean.woodall@fidelity.com,,Salesforce
10940237,Inactive Investor,Nicholas Wallace,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",nrwallace@firstcommand.com,,Salesforce
225995,, -,,[[Unknown]],quickpress123@gmail.com,,Initial Salesforce Import
10619797,,Ilya Zlotnik,,,izlotnik@vivaldicap.com,,List Import
11194777,Inactive Investor,Stephen Kelley,Chief Compliance Officer;Managing Member;President,"Coach Capital Management, LLC",skelley@coachcm.com,,Salesforce
9583433,,Olibia Stamatoglou,,,ostamatoglou@vpcadvisors.com,,List import
9552948,,Zm Tse,,,zmtse@hotmail.com,,List import
11116186,Inactive Investor,Mara Shiffman,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,mara.georgouses@fmr.com,,Salesforce
11140056,Inactive Investor,Matthew Vukmer,Financial Advisor,Edward Jones Raleigh NC 8351 Standonshire Way,matt.vukmer@edwardjones.com,,Salesforce
11218627,,Salvatore Capizzi,,,salvatore.capizzi@dunham.com,,Other
11202235,Inactive Investor,Ryan Smith,President,Gladiator Capital Management,ryan@gladiatorinvesting.com,,Salesforce
10892372,Inactive Investor,Ericka Marini,Financial Advisor,Edward Jones Renton WA 12835 Newcastle Way,ericka.marini@edwardjones.com,,Salesforce
10906688,Inactive Investor,Austin Ducharme,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9553554,,Michael Laweh,,,externalnewsletters@laweitech.com,,List import
11177730,Inactive Investor,Geoffrey Passehl,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mickleton NJ 412 Kings Hwy",geoffrey.passehl@nm.com,,Salesforce
11155272,Inactive Investor,Carter Anderson,,"Avantax Investment Services, Inc. Riverside CA 4781 Arlington Ave",,,Salesforce
10796156,Inactive Investor,Adam Zunino,Investment Advisor,"Osaic Wealth, Inc. Costa Mesa CA 3070 Bristol St",azuninojr@osaicwealth.com,,Salesforce
1006317,Inactive Investor,Cameron Swanson,,Cameron Swanson,cswanson@rothschildinv.com,,3rd Party Lead Gen
11105129,Inactive Investor,Charity Uldrikis,Senior Client Service Associate,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",charity.uldrikis@raymondjames.com,,Salesforce
10957813,Inactive Investor,Christopher Rawson,,"Titleist Capital, LLC Spring TX 8111 Ashlane Way",crawson@tamgmt.com,,Salesforce
9640726,,James Donald McCurdy,,,mccurdjd@hal-pc.org,,List import
10777447,Inactive Investor,Michael Ferguson,Group Vice President - Research,Fisher Investments Redwood City CA 13100 Skyline Blvd,m.ferguson@fi.com,,Salesforce
11113705,Inactive Investor,Reginald Mahadeo,,"Farmers Financial Solutions, LLC Austin TX 13740 N Hwy 183",maria.rmahadeo@farmersagency.com,,Salesforce
9634355,,Alessandro Scarcella,,,ascarcella1@gmail.com,,List import
10923989,Inactive Investor,Kathy Conley Jones,,"Cambridge Investment Research, Inc. Florissant MO 209 Rue Saint Louis",,,Salesforce
11027347,Inactive Investor,Ryan Maycock,,NYLIFE Securities LLC Durango CO 1245 12th Street Pl,rsmaycock@ft.newyorklife.com,,Salesforce
237080,, -,,[[Unknown]],trhardee1@juno.com,,Organic Search
10947247,Inactive Investor,David Dicindio,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,david.dicindio@primerica.com,,Salesforce
11163331,Inactive Investor,Russell Burch,,LPL Financial LLC Benicia CA 1001 1st St,russell.burch@lpl.com,,Salesforce
9563930,,Jacqueline Lonnerdal,,,jlonnerdal@hightoweradvisors.com,,List import
9602528,,Richard Austin,,,raustin@metlife.com,,List import
10843124,Inactive Investor,Timothy Hudson,Financial Advisor,"Voya Financial Advisors, Inc. Armonk NY 145 Bedford Rd",timothy.hudson@voyafa.com,,Salesforce
10858432,Inactive Investor,Kelly Langley,Financial Advisor,Edward Jones Jackson MI 2002 Spring Arbor Rd,kelly.langley@edwardjones.com,,Salesforce
10939846,Inactive Investor,Ashley Randall,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10972017,Inactive Investor,Vincent Mangino,,PFS Investments Inc. Mexico NY 3276 Main St,vmangino@primerica.com,,Salesforce
10989193,Inactive Investor,Luka Heinrich,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,lheinrich@primerica.com,,Salesforce
11164718,Inactive Investor,Jacqueline Taylor,Financial Wealth Advisor,LPL Financial LLC Richmond VA 567 Southlake Blvd,jacqueline.taylor@lpl.com,,Salesforce
11084308,Inactive Investor,Paula McManus,,"Kestra Investment Services, LLC Louisville CO Private Residence",,,Salesforce
11058592,Inactive Investor,Kenneth Yang,Senior Relationship Manager,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,kenneth.yang@jpmorgan.com,,Salesforce
9540914,,Zachary Allen,,AMDS Investments LLC,zallen@amaiya.com,,Organic Search
10916590,Inactive Investor,Leisa Gibson,,State Farm VP Management Corp.,leisaanderson@statefarm.com,,Salesforce
10802477,Inactive Investor,George Zaki,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,,,Salesforce
10997409,Inactive Investor,Julius Ravelo,,Commonwealth Financial Network San Diego CA 600 W Broadway,jravelo@commonwealth.com,,Salesforce
10827346,Inactive Investor,Hugh Hamilton,Financial Advisor;First Vice President;Senior Institutional Consultant,Morgan Stanley Houston TX 1330 Post Oak Blvd,hugh.hamilton@morganstanley.com,,Salesforce
10806802,Inactive Investor,Carl Rogers,,"Ameritas Investment Company, LLC Charlotte NC 8318 Pineville Matthews Rd",crogers@ameritas.com,,Salesforce
11149042,Inactive Investor,Phillip Vetter,,"Ameritas Investment Company, LLC Phoenix AZ 5090 N 40th St",pvetter@ameritas.com,,Salesforce
10647007,,Stephen Stillwell,,,stephen.stillwell@raymondjames.com,,List Import
11216896,,Hannah Davidson,,,hannah.davidson@nb.com,,Other
9575154,,Wai Chu,,,w.chu@transamerica.com,,List import
10930869,Inactive Investor,David Boyle,,"Kestra Investment Services, LLC Cordova TN 8000 Centerview Pkwy",david.boyle@nfp.com,,Salesforce
10796960,Inactive Investor,Vladislav Krubich,Chief Compliance Officer;Managing Member;Managing Principal,Atlas Private Wealth Advisors,,,Salesforce
10803765,Inactive Investor,Jennifer Wieland,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2170 Satellite Blvd",jennifer_wieland@ml.com,,Salesforce
342271,,Aaron Davis,Director,"Primus Capital Partners, Inc.",adavis@primuscapital.com,440-684-7300,Manual List Upload
10870585,Inactive Investor,Isaiah Simpson,,Fidelity Brokerage Services LLC,isaiah.simpson@fidelity.com,,Salesforce
158395,,Cullen Thompson,,[Unknown],mcullentjr@gmail.com,,
11139896,Inactive Investor,Holly Louwagie,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,holly.louwagie@primerica.com,,Salesforce
9541193,,Allison Joseph,,,allisonjoseph@icloud.com,,List import
10394238,,Leslie Speck,,,andyspeck@hotmail.com,,Web Form Fillout
9564277,,Mohd sedek Jantan,,,sedekjantan@uobkayhian.com,,List import
11009265,Inactive Investor,Cynthia Grommes,,"Northwestern Mutual Investment Services, LLC Alpharetta GA 3440 Preston Ridge Rd",,,Salesforce
11133007,Inactive Investor,Elijah Nelson,Financial Advisor,Edward Jones North East PA 69 E Main St,,,Salesforce
11162948,Inactive Investor,James Guntle,,"DMG Securities, Inc.",,,Salesforce
11094182,Inactive Investor,Richard Kessinger,Division Leader,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,rkessinger@primerica.com,,Salesforce
10978623,Inactive Investor,Michael Jones,,"Robinhood Financial, LLC",,,Salesforce
11045468,Inactive Investor,Izabella Crespo,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",izzy.crespo@nm.com,,Salesforce
334157,,Meredith Cox,Member,"Paragon Financial Advisors, Llc",meredithcox@zionco.com,803-561-9000,Manual List Upload
10959735,Inactive Investor,Caroline Brown,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
11036866,Inactive Investor,Nandanee Nandkishorelal,,PFS Investments Inc. Hollis NY 19724 Hillside Ave,nandanee.nandkishorelal@primerica.com,,Salesforce
9572352,,Mitchell Schwartz,,,mitchell.schwartz@surveyor-capital.com,,List import
11132372,Inactive Investor,Robert Masson,,"Ameritas Investment Company, LLC La Place LA 610 Belle Terre Blvd",rmasson@ameritas.com,,Salesforce
11131052,Inactive Investor,Timothy Gilbert,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",timothy.gilbert@nm.com,,Salesforce
11051205,Inactive Investor,Kelly Derer,Financial Advisor,Edward Jones Long Beach NY 242 W Park Ave,kelly.sullivan@edwardjones.com,,Salesforce
11025544,Inactive Investor,Ruth Morales,,PFS Investments Inc. Chicago IL 10540 S Western Ave,ruth.morales@primerica.com,,Salesforce
372416,,Craig Shankles,,United States,urgood2go@outlook.com,,Salesforce
351868,,Giridhar Reddy,Vice President Of Investment Research.,"Quantum Capital Management, Llc",greddy@quantumadv.com,609-677-4949,Manual List Upload
10859915,Inactive Investor,Jason Scheurer,Chief Compliance Officer;Founder;President,Orchard Wealth & Legacy Management LLC,jason@orchardwlm.com,,Salesforce
11112643,Inactive Investor,Ema Chiswell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9642392,,DON BOOTH,,,don.1916@hotmail.com,,List import
11101601,Inactive Investor,Steven Sears,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,,,Salesforce
10956325,Inactive Investor,Louis Ellis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10897015,Inactive Investor,Kenneth Reed,,"Raymond James Financial Services, Inc. Columbus OH 3100 Tremont Rd",kenneth.reed@raymondjames.com,,Salesforce
231512,, -,,[[Unknown]],rlombardo173@comcast.net,,
214200,,Daniel Breitling,,[Unknown],dbreitling@loscuatro.com,,source
9552079,,Hector Hernandez,,,hernandez.hector@principal.com,,List import
204702,,Ákos Maksa,,Ã?kos Maksa,akos.maksa@gmail.com,,Direct
9597494,,Gavin Bates,,,gbates@caltius.com,,List import
220492,,Erik sparks,,[Unknown],esparks855@gmail.com,,
10806639,Inactive Investor,Sommer Arekat,Wealth Management Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,sommer.arekat@ubs.com,,Salesforce
11087136,Inactive Investor,Richard Rodrigue,Financial Advisor,LPL Financial LLC Rutland VT 50 West St,,,Salesforce
346775,,Ashley Lyons,Strategic Advisor,Arsenal Venture Partners,ashley@arsenalvp.com,407-838-1400,Manual List Upload
10753011,Inactive Investor,Patrick Giblin,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,patrick.giblin@ubs.com,,Salesforce
9551410,,Carolyn Howard,,,choward@seacureadvisors.com,,List import
10842574,Inactive Investor,Michael Sharp,Executive Chairman;Founder;Managing Member,Sharp Financial,msharp@sharpllc.com,,Salesforce
11099063,Inactive Investor,Peter Dreyfuss,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,peter.a.dreyfuss@morganstanley.com,,Salesforce
10791901,Inactive Investor,Karen Mccloskey,Chief Financial Officer;Principal;Regulatory Contact;Wealth Advisor,"CMH Wealth Management, LLC",karenm@cmhwealth.com,,Salesforce
219425,,Jeff Nightingale,,[Unknown],jjnight@gmail.com,,Direct
11122307,Inactive Investor,Tyson Kuhn,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,tkuhn@ft.newyorklife.com,,Salesforce
10752851,Inactive Investor,Dane Runia,Managing Director;Private Wealth Advisor,Morgan Stanley Provo UT 5255 N Edgewood Dr,dane.runia@morganstanleypwm.com,,Salesforce
11075189,Inactive Investor,David Swartz,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",david_swartz@ml.com,,Salesforce
11072423,Inactive Investor,Maria Musgrove,Personal Banker;Premier Banker,"Wells Fargo Clearing Services, LLC Tomball TX 14094 FM 2920 Rd",,,Salesforce
11115482,Inactive Investor,Russell Hartig,,"OneAmerica Securities, Inc. Lincolnshire IL 100 Tri State Intl",,,Salesforce
10846115,Inactive Investor,Paul Gaskin,,"Raymond James Financial Services, Inc. Charlotte NC 7615 Colony Rd",paul.gaskin@raymondjames.com,,Salesforce
10979841,Inactive Investor,Kevin Davis,Associate Financial Advisor,"WesBanco Securities, Inc. Lawrenceburg KY 128 S Main St",kevin.davis@wesbanco.com,,Salesforce
9564838,,gulin tugral,,,gulin.tugral@gmail.com,,List import
10995957,Inactive Investor,Maria Garcia,Chief Compliance Officer;Founder;President,New Era Advisory,ggarcia@newera-advisory.com,,Salesforce
11001304,Inactive Investor,Zachary Fidler,Financial Advisor,PFS Investments Inc. Upland CA 545 N Mountain Ave,zfidler@primerica.com,,Salesforce
10616111,,Craig Alexander,,,craig.d.alexander@ampf.com,,List Import
9646209,,John Kvantas,,,john.kvantas@truist.com,,List import
10828886,Inactive Investor,Adrian Dodds,Senior Financial Advisor,Commonwealth Financial Network El Paso TX 5915 Silver Springs Dr,adodds@commonwealth.com,,Salesforce
5192347,,Jim Applegate,,Self,jimfc123@comcast.net,9702260498,Web form fillout
10904011,Inactive Investor,Mark Mansfield,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,mark.mansfield.d3ys@statefarm.com,,Salesforce
10804169,Inactive Investor,Chad Steeves,Senior Financial Advisor,Focus Financial,csteeves@focusfinancial.com,,Salesforce
10778460,Inactive Investor,Randy Sage,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Waco TX 1105 Wooded Acres Dr",randy.sage@wellsfargoadvisors.com,,Salesforce
9640630,,Charles Azizi,,,charlesazizi@ymail.com,,List import
9619851,,Jacinthe Lebrun,,,jacinthe.lebrun@gmail.com,,List import
10929065,Inactive Investor,Alana Reed,Owner,Anchor Financial,alana@anchorfinancialllc.com,,Salesforce
11203681,Inactive Investor,Elliott Stanley,,Purshe Kaplan Sterling Investments,estanley@pksinvest.com,,Salesforce
9617300,,Mohamad yussof bin abdullah Mohamad yussof bin abdullah,,,sopcik8@gmail.com,,List import
9627443,,Mike Tooley,,,mtooley@elephant.is,,List import
9580979,,Lee Kirby,,,lee.kirby@glassjacobson.com,,List import
9565740,,Tim Graves,,,timgraves415@gmail.com,,List import
10829479,Inactive Investor,Todd Tauzin,,"Northwestern Mutual Investment Services, LLC Ridgeland MS 210 Draperton Ct",todd.tauzin@nm.com,,Salesforce
10818783,Inactive Investor,Margaret Dooley,Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,margaret.dooley@jpmorgan.com,,Salesforce
10823818,Inactive Investor,Cody Darling,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",cody.darling@ml.com,,Salesforce
11005542,Inactive Investor,Evin Edens,Wealth Management Analyst,"First Horizon Advisors, Inc. Nashville TN 1 Music Cir S",evin.edens@firsthorizon.com,,Salesforce
10838384,Inactive Investor,Laurence Kagan,Co-President;Principal,Kagan Cocozza Asset Management Conshohocken PA 200 Barr Harbor Dr,lkagan@kagancocozza.com,,Salesforce
11171111,Inactive Investor,Stephen Reinhart,Chief Compliance Officer;Owner;President,"Financial Economics Consulting Group, Inc.",sreinhart@fecg.com,,Salesforce
10656853,,Briana Pugh,,,brie.pugh@chase.com,,List Import
145680,,Alex Smith,,[Unknown],alexdjwk@gmail.com,,
10875013,Inactive Investor,Frederick Gartenlaub,Chief Compliance Officer;President,"Sound Asset Management, Inc.",,,Salesforce
10982365,Inactive Investor,Naheel Zaben,,J.P. Morgan Securities LLC Oak Creek WI 7980 S Howell Ave,naheel.h.zaben@chase.com,,Salesforce
11031699,Inactive Investor,Lynn Egbert,,Park Avenue Securities LLC Southfield MI 29800 Telegraph Rd,,,Salesforce
10878302,Inactive Investor,Sean Gallary,,Jefferies LLC Stamford CT 1 Station Pl,sgallary@jefferies.com,,Salesforce
10606295,,Erica Eiler,Associate - Equity Research,Oppenheimer & Co. Inc.,erica.eiler@opco.com,212-667-7413,List Import
9608469,,Sean Koh,,,skoh@koherentinc.com,,List import
11136775,Inactive Investor,Shawn Langehennig,,"Farmers Financial Solutions, LLC Nampa ID 98 McClure Ave",slangehennig@farmersagent.com,,Salesforce
9565064,,BARINDERPAL VIRDI,,,mani.virdi@gmail.com,,List import
10822749,Inactive Investor,Ronald VanSteenacker,Financial Associate,Thrivent Investment Management Inc. Camp Hill PA 4660 Trindle Rd,ron.vansteenacker@thrivent.com,,Salesforce
10647794,,John Diak,,,jdiak@oatleydiak.com,,List Import
10781252,Inactive Investor,Richard Maratea,Branch Manager;Executive Director,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,richard.maratea@morganstanley.com,,Salesforce
10886237,Inactive Investor,Amanda McNulty,Investment Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,,,Salesforce
10572828,,Robert Shore,,,rshore@sdg-security.com,9087972632,Web Form Fillout
10959677,Inactive Investor,Jeremy Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11160884,Inactive Investor,Richard Wager,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",richard.wager@ml.com,,Salesforce
240412,,Richard Meyer,,[Unknown],rfmrich@aol.com,,Direct
10778295,Inactive Investor,Angela Finholt,Financial Advisor;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",angie.finholt@ml.com,,Salesforce
10974292,Inactive Investor,Laurie Sterle,,"Osaic Wealth, Inc. Highland Heights OH Private Residence",,,Salesforce
10811758,Inactive Investor,Lara Kien,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",lara.kien@wellsfargoadvisors.com,,Salesforce
217766,,Nicolas Scapparone,,Adamo Capital,nicolas@adamo.capital,,Paid Search
11032339,Inactive Investor,Mary Hicks,,SECU Brokerage Services Garner NC 28 Oxholm Cir,mary.hicks@ncsecu.org,,Salesforce
10801537,Inactive Investor,Daniel Murphy,Senior Vice President;Wealth Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,dan.murphy@morganstanley.com,,Salesforce
9566754,,Daniel Ortman,,,dortman@financialguide.com,,List import
10754033,Inactive Investor,Jackson Alexander,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jackson.s.alexander@ml.com,,Salesforce
11135883,Inactive Investor,Karen Flannery,,LPL Financial LLC Long Branch NJ Private Residence,karen.flannery@lpl.com,,Salesforce
11195621,Inactive Investor,Dennis Alicea,Senior Relationship Banker,Santander Securities LLC Parsippany NJ 36 Waterview Blvd,dennis.alicea@santander.us,,Salesforce
9583265,,Ben Birchfield,,,benjaminbirv@gmail.com,,List import
10776553,Inactive Investor,Timothy Tunney,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,timothy.tunney@ubs.com,,Salesforce
11001454,Inactive Investor,Spencer Gauta,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",spencer.gauta@nm.com,,Salesforce
10980369,Inactive Investor,Elizabeth Tinney,,The Huntington Investment Company Canton OH 4105 Tuscarawas St W,elizabeth.tinney@huntington.com,,Salesforce
10940032,Inactive Investor,Jacob Nelson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.nelson@fmr.com,,Salesforce
10770106,Inactive Investor,Tricia Dorcheff,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 9999 Carver Rd",dorchefft@stifel.com,,Salesforce
230794,, -,,[[Unknown]],joneal8@comcast.net,,
11159114,Inactive Investor,Yonatan Marom,International Wealth Advisor;Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",yonatan.marom@raymondjames.com,,Salesforce
10613609,,Susan Fanburg,"Financial Advisor, First Vice President - Wealth Management",,susan.fanburg@ubs.com,,List Import
10960735,Inactive Investor,Michael Hatcher,,"VALIC Financial Advisors, Inc. Ridgeland MS 113 W Jackson St",,,Salesforce
11098907,Inactive Investor,William Tennant,Investment Advisor,J M Brown Financial Partners,,,Salesforce
11127679,Inactive Investor,Ashley Staley,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,ashley.staley@fmr.com,,Salesforce
10777116,Inactive Investor,Christine Price,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",christine.price@ml.com,,Salesforce
10950754,Inactive Investor,Erick Greenup,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,erick.greenup@primerica.com,,Salesforce
9623817,,John Doe,,,ashparticle@gmail.com,,List import
10779144,Inactive Investor,Matthew Yaakovian,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,matthew.yaakovian@morganstanley.com,,Salesforce
10803855,Inactive Investor,Paul Eberz,,"Osaic Wealth, Inc. Buffalo NY 388 Evans St",,,Salesforce
1004926,Inactive Investor,Stephen Bologna,,Celadon Financial,sbologna@celadonfinancial.com,,3rd Party Lead Gen
10995594,Inactive Investor,Javier Garcia Siry,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",,,Salesforce
11199191,Inactive Investor,Steven Rodriguez,Chief Compliance Officer,"Young Investment Advisors, Inc Atlanta GA 100 Galleria Pkwy SE",,,Salesforce
9611253,,mohammadreza mazloom,,,capt.mazloom@gmail.com,,List import
10772430,Inactive Investor,Wendy Link,Owner,Carl Domino Inc.,,,Salesforce
10798454,Inactive Investor,Michelle Dydak,,Oppenheimer & Co. Inc. Jenkintown PA 165 Township Line Rd,michelle.dydak@opco.com,,Salesforce
10930177,Inactive Investor,Sarah Hansen,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",sarah.hansen@prudential.com,,Salesforce
337031,,Alan Mccormack,Director,Putnam Investments Limited,amccormack@putnam.com,011-442-079078200,Manual List Upload
99920,,Eric Larson larson,,self,ac2ary9000@aol.com,303-915-1439,Paid Search
11162727,Inactive Investor,Ryan Woodard,,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",,,Salesforce
11116088,Inactive Investor,William Reese,,State Farm VP Management Corp. Dover DE 50 N Dupont Hwy,billy.reese.rsia@statefarm.com,,Salesforce
11065474,Inactive Investor,Michael Luciani,,"Osaic Wealth, Inc. North Palm Beach FL 840 US Hwy 1",,,Salesforce
9553050,,Mark Ellis,,,ellis.mark@principal.com,,List import
11015281,Inactive Investor,Zachery Hunt,,"FBL Marketing Services, LLC Hastings NE 1902 W 2nd St",zachery.hunt@fblfinancial.com,,Salesforce
9544262,,jean weidemann,,,jeanweidemann@gmail.com,,List import
11045146,Inactive Investor,Rafael Klein,,"David Lerner Associates, Inc. Westport CT 1221 Post Rd E",,,Salesforce
10864892,Inactive Investor,Scott Smith,Managing Director;Owner,"Silicon Private Wealth, LLC",ssmith@siliconprivatewealth.com,,Salesforce
10927372,Inactive Investor,Tuan Hong,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10775431,Inactive Investor,Brian Darian,Assistant Vice President;Regional Director;Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,brian.r.darian@morganstanley.com,,Salesforce
10965002,Inactive Investor,Richard Stadelmaier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 7765 Beechmont Ave",richard.stadelmaier@ml.com,,Salesforce
9621539,,cary tengel,,,ctengel@libertybank.com,,List import
9579021,,Lisa Sheeler,,,lsheeler@indexmngr.com,,List import
9554659,,Ian Lee,,,ian.lee@copylabgroup.com,,List import
11037594,Inactive Investor,Gina Scafani,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",gina.scafani@prudential.com,,Salesforce
10838910,Inactive Investor,Zach Jonson,Chief Investment Officer,Stack Financial Management Inc,zachj@stackfinancialmanagement.com,,Salesforce
11055706,Inactive Investor,Sebastian Diaz,Financial Advisor,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,,,Salesforce
10982779,Inactive Investor,Corey Johnson,,J.P. Morgan Securities LLC Chicago IL 712 E 87th St,corey.johnson@chase.com,,Salesforce
10826991,Inactive Investor,Jeb Brown,Financial Advisor,LPL Financial LLC Paso Robles CA 935 Riverside Ave,jeb.brown@lpl.com,,Salesforce
10944068,Inactive Investor,Gillian Boone,,"Raymond James Financial Services, Inc. Hudson OH 561 Boston Mills Rd",gillian.boone@raymondjames.com,,Salesforce
9615768,,Mark Rodino,,,markrodino@gmail.com,,List import
11073088,Inactive Investor,Bahri Kurapey,,"Osaic Wealth, Inc. Wilmette IL 1000 Skokie Blvd",,,Salesforce
9597607,,Vidal Noya,,,v.noya@outlook.com,,List import
10902264,Inactive Investor,Rebecca Boston,Financial Advisor,Edward Jones Lancaster PA 605 Richmond Dr,becky.boston@edwardjones.com,,Salesforce
10764116,Inactive Investor,Karl Davis,Financial Advisor,Edward Jones Bastrop LA 201 E Madison Ave,karl.davis@edwardjones.com,,Salesforce
10603603,,Jason Kass,"Chief Investment Officer, Managing Partner, Senior Portfolio Manager",Legacy Edge Advisors,kass_jason@yahoo.com,516-447-4200,List Import
9576801,,idiot cracy,,,idiot@aol.com,,List import
10909370,Inactive Investor,Gilbert Castillo,,"Osaic Wealth, Inc. San Antonio TX 3522 Paesanos Pkwy",,,Salesforce
10757752,Inactive Investor,Michael Wallace,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Tampa FL 100 N Tampa St",,,Salesforce
10407298,,Tommi Mäkelä,,,tommi.makela@ordera.fi,,Web Form Fillout
9586494,,Edward Mumford,,,etechuniversal@gmail.com,,List import
9558208,,Hany Jh,,,hany@gmail.com,,List import
11002155,Inactive Investor,Dante Sanchez,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,,,Salesforce
11227264,,世蓉 王,,,shirongwang920@gmail.com,,Web Form Fillout
11084253,Inactive Investor,Amy Sturtevant,Branch Director;Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",amy.sturtevant@rbc.com,,Salesforce
11212203,Inactive Investor,An Cao,,J.P. Morgan Securities LLC Arlington TX 1600 E Pioneer Pkwy,an.cao@jpmorgan.com,,Salesforce
10658130,,Luis Valle,,,luis.i.valle@chase.com,,List Import
9577712,,Stephen Russell,,,smrussell@ftb.com,,List import
233237,, -,,[[Unknown]],reinoudvanlaar@gmail.com,,Organic Search
10874273,Inactive Investor,Ernesto Ortega,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10932223,Inactive Investor,Adam Dorman,Financial Advisor,Edward Jones Ponte Vedra Beach FL 816 Hwy A1a N,,,Salesforce
11138219,Inactive Investor,Raymond Schieffer,,LPL Financial LLC Carthage TX 1146 W Panola St,,,Salesforce
8178869,,David Mazza,,,davidbmazza@gmail.com,9786041097,Web Form Fillout
9640939,,Jack Slevin,,,js@cryptanalysis.co,,List import
10800789,Inactive Investor,Jeffrey Werner,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",jeffrey.werner@wellsfargoadvisors.com,,Salesforce
9575585,,Eric Mintel,,,minteleric@gmail.com,,List import
11196969,Inactive Investor,Leland Gershell,,Oppenheimer & Co. Inc.,,,Salesforce
10780784,Inactive Investor,Mark Itnyre,,"Frost Brokerage Services, Inc. Austin TX 1206 W 38th St",mark.itnyre@frostbank.com,,Salesforce
9604462,,Tayyab Cheema,,,tayyab0909@gmail.com,,List import
10971812,Inactive Investor,William Clayton,,"Allstate Financial Services, LLC Redondo Beach CA 319 Torrance Blvd",williamclayton@allstate.com,,Salesforce
11043123,Inactive Investor,Alexander Mallory,,J.P. Morgan Securities LLC Fort Collins CO 4603 Boardwalk Dr,,,Salesforce
11171715,Inactive Investor,Preeti Bhattacharji,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,preeti.bhattacharji@jpmorgan.com,,Salesforce
10924897,Inactive Investor,Shane Murphy,,LPL Financial LLC,shane.l.murphy@lpl.com,,Salesforce
11220235,,Nicole Ripper,,,nicole_m_ripper@vanguard.com,,Other
10921065,Inactive Investor,Benjamin Schrock,Chief Compliance Officer;Investment Advisor Representative;Owner;President,B.A. Schrock Wealth Management,,,Salesforce
11110698,Inactive Investor,Lee Petersen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Meredith NH 14 Plymouth St",lee.a.petersen@ampf.com,,Salesforce
11254721,Inactive Investor,Chelsea Bivins,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,chelsea_bivins@vanguard.com,,Salesforce
10883642,Inactive Investor,Jason Weltzin,Financial Advisor,Edward Jones Abilene TX 3157 S 27th St,jason.weltzin@edwardjones.com,,Salesforce
11232615,Inactive Investor,Bruce Glenn,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
9549929,,Gregory Dellis,,,greg.dellis@transamerica.com,,List import
11197157,Inactive Investor,Kristopher Stembridge,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11188930,Inactive Investor,Matthew Lewis,Financial Advisor,Edward Jones Seminole FL 82511 1113th St,matthew.lewis@edwardjones.com,,Salesforce
10656663,,Sanel Behlic,,,sanel.behlic@jpmorgan.com,,List Import
10986779,Inactive Investor,Shelly Vasquez,,PFS Investments Inc. Long Beach CA 3605 Long Beach Blvd,svasquez.7rcrj@primerica.com,,Salesforce
11017937,Inactive Investor,Matthew Carino,,J.P. Morgan Securities LLC Hartsdale NY 353 N Central Ave,,,Salesforce
10849929,Inactive Investor,Larry Welder,,"Ameritas Investment Company, LLC Evans GA 4571 Cox Rd",lwelder@ameritas.com,,Salesforce
238286,,jstewart@shelvingexchange.com Stewart,,[Unknown],jstewart@shelvingexchange.com,,
11012348,Inactive Investor,William Conley,,State Farm VP Management Corp. Richmond VA 7516 Jefferson Davis Hwy,,,Salesforce
10880143,Inactive Investor,Alexander Friedman,,Goldman Sachs & Co.,,,Salesforce
11191027,Inactive Investor,Shannon Lynch,Financial Advisor;Principal;Senior Wealth Advisor,Compound Planning Lafayette CO Private Residence,shannon.lynch@atomifinancial.com,,Salesforce
10921527,Inactive Investor,Andrew Garton,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",andrew.garton@ml.com,,Salesforce
2748146,,Spencer Mallozzi,,Bourgeon Capital Management,smallozzi@bourgeoncapital.com,,
11033049,Inactive Investor,Neal Miller,Financial Advisor,Edward Jones Matthews NC 2411 Plantation Center Dr,neal.miller@edwardjones.com,,Salesforce
10754696,Inactive Investor,Peter Hart,,"MML Investors Services, LLC Norwalk CT 501 Merritt 7",plhart@financialguide.com,,Salesforce
11200611,Inactive Investor,Daniel Gansler,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,daniel.gansler@morganstanley.com,,Salesforce
10896067,Inactive Investor,Dean Digregorio,,Commonwealth Financial Network West Newbury MA 291 Main St,ddigregorio@commonwealth.com,,Salesforce
10964178,Inactive Investor,James Giraldo,Chief Executive Officer,Octogone NA,,,Salesforce
10892926,Inactive Investor,Douglas Sosnowski,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
10840115,Inactive Investor,Charles Norris,Financial Advisor,Edward Jones Rome GA 719 E 2nd Ave SW,charles.norris@edwardjones.com,,Salesforce
10854398,Inactive Investor,Wendy Siegmann,,PFS Investments Inc. Buzzards Bay MA 254 Shore Rd,wendy.siegmann@primerica.com,,Salesforce
11169980,Inactive Investor,Robert Arrieta,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,robert.a.arrieta@jpmorgan.com,,Salesforce
10615481,,Howard Innerfield,"Financial Advisor, Vice President",,howard.s.innerfield@morganstanley.com,,List Import
11065634,Inactive Investor,Thaddeus Dulin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,thaddeus.dulin@ubs.com,,Salesforce
10807884,Inactive Investor,Leigh Daggett,Financial Advisor,"Ameriprise Financial Services, LLC Cumberland Foreside ME 15 Sky View Dr",leigh.d.daggett@ampf.com,,Salesforce
11167554,Inactive Investor,Robert Hutchinson,Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Philadelphia PA 1735 Market St,rob.hutchinson@ubs.com,,Salesforce
11085904,Inactive Investor,Nicholas Gartner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",nicholas.gartner@ml.com,,Salesforce
10952292,Inactive Investor,Haris Aziz,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11062943,Inactive Investor,Edward Fissinger,,"Osaic Wealth, Inc. Virginia Beach VA 2309 Mariners Mark Way",,,Salesforce
11187953,Inactive Investor,Matthew Munyon,,"M Holdings Securities, Inc. Omaha NE 9140 W Dodge Rd",,,Salesforce
1002115,Inactive Investor,Thomas Gleitsman,Principal,Exron Capital Inc.,tgleitsman@exroncapital.com, +1 630 560 7802,
11050243,Inactive Investor,Yong Chen,,NYLIFE Securities LLC Brooklyn NY 720 64th St,cyong@ft.newyorklife.com,,Salesforce
11100848,Inactive Investor,Jerry Tyroch,,"Avantax Investment Services, Inc. Temple TX 20 S 4th St",,,Salesforce
11221859,,Randal Osterloo,,,randal.osterloo@ceterafs.com,,List Import
11111055,Inactive Investor,Charles Jones,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dallas TX 1601 Elm St",charles.c.jones@ampf.com,,Salesforce
10889733,Inactive Investor,Monica Nicliceppe,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,monica.nicliceppe@morganstanley.com,,Salesforce
9620502,,Joonggun An,,,wndrjs2217@gmail.com,,List import
10772238,Inactive Investor,Janice Wright,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,janice.wright@ubs.com,,Salesforce
11142725,Inactive Investor,Zachary Williams,Financial Advisor,LPL Financial LLC Morton IL 210 W Jackson St,zach.williams@lpl.com,,Salesforce
9644958,,Alvaro Mier,,,alvaro@riddleandcode.com,,List import
10658047,,Raja Aanand,,,raja.aanand@ceterafs.com,,List Import
11110589,Inactive Investor,James Swanson,Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",jim.swanson@wellsfargoadvisors.com,,Salesforce
117525,,Lori Costantino,,"Royal Alliance Associates, Inc.",lcostantino@royalaa.com,,
10958064,Inactive Investor,Amber Goetz,,"First Command Brokerage Services, Inc.",agoetz@firstcommand.com,,Salesforce
10620090,,Valerie Medina,,,vmedina@oldsecond.com,,List Import
9630896,,Dave Gilbert,,,gilbertdave93@gmail.com,,List import
11128094,Inactive Investor,Jocelyn Decker,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
10916529,Inactive Investor,David Yousefzadeh,Financial Advisor,"Northwestern Mutual Investment Services, LLC Greenfield MA 238 Main St",david.yousefzadeh@nm.com,,Salesforce
10647292,,Holly Chandler,,,holly.chandler@edwardjones.com,,List Import
11172203,Inactive Investor,Terence Kaufmann,Chief Compliance Officer;Founder;Managing Member;President,"Rockhouse Capital, LLC",terry@rockhousecapital.com,,Salesforce
11050881,Inactive Investor,James Greenstreet,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,james.greenstreet@primerica.com,,Salesforce
10488943,,Carter Street,"Vice President, Wealth Management Specialist",J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,carterstreet@live.com,,List Import
11181626,Inactive Investor,Miguel Estrada,,PFS Investments Inc. Paramus NJ 240 Frisch Ct,,,Salesforce
10770800,Inactive Investor,Jennifer Montenegro,,Edward Jones Chandler AZ Private Residence,jennifer.montenegro@edwardjones.com,,Salesforce
10864680,Inactive Investor,Robert Boone,,"Allstate Financial Services, LLC Allen TX 1312 W Exchange Pkwy",robertboone@allstate.com,,Salesforce
11098016,Inactive Investor,Nathan Lundquist,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Elevated Asset Management LLC,nathan@elevatedasset.com,,Salesforce
346183,,Sheldon Lee,Comptroller,"The Planning Center, Inc.",sheldon@theplanningcenter.com,309-797-4030,Manual List Upload
11198613,Inactive Investor,James Tan,Managing Partner;Managing Principal,"First Look Capital Management, LLC Austin TX 100 Congress Ave",,,Salesforce
9546962,,Carol Hack,,,carol.hack@thrivent.com,,List import
662,,,,,hwalter3895@seznam.cz,,
10861599,Inactive Investor,Jerome Bryant,,PFS Investments Inc. South Holland IL 900 E 162nd St,,,Salesforce
248566,,Julia Light,Client Strategist,The Ricciardi Group,julia.light@thericciardigroup.com,,Manual List Upload
9570446,,Anton Anikst,,,aanikst@knighthead.com,,List import
11151411,Inactive Investor,Kevin Seegert,,"Osaic Wealth, Inc. Dundee MI 124 Tecumseh St",,,Salesforce
11236846,Inactive Investor,Claudia Song,Field Manager;Financial Advisor,"Allmerits Asset, LLC",claudiasong@allmerits.com,,Salesforce
9629026,,Khurshid Ahmed,,,khurshid777@gmail.com,,List import
10931600,Inactive Investor,Marlena Sonn,Chief Compliance Officer;Founder;President,"Amazonia Wealth Management, LLC",marlena@amazoniawealth.com,,Salesforce
10469576,,Wayne Hernandez,,,waynehart@mac.com,,Web Form Fillout
9546982,,Mark Ellman,,,mark.ellman@lfg.com,,List import
10877395,Inactive Investor,Michael Strickland,Financial Advisor,Edward Jones Wilson NC 2839 Raleigh Road Pkwy W,michael.strickland@edwardjones.com,,Salesforce
11072310,Inactive Investor,Evan Steinfeld,Private Wealth Advisor,LPL Financial LLC Morristown NJ 305 Madison Ave,evan.steinfeld@lpl.com,,Salesforce
332743,,Oladimeji Israel Seun,,TBD,coolcatmoves14@gmail.com,coolcatmoves14@gmail.com,
9557930,,ricardo brignole,,,ricbrignole@gmail.com,,List import
9646127,,Terri Bonee,,,thbonee@yahoo.com,,List import
11081703,Inactive Investor,Alan Arcadipane,Partner;Principal,Riverview Capital Advisers LLC,,,Salesforce
11052688,Inactive Investor,Vincent Paolo,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kissimmee FL 1703 W Vine St",vincent.paolo@ml.com,,Salesforce
223215,,Peter Benjamin,Managing Partner,Benjamin Capital,myoffices@gmail.com,,
11235423,Inactive Investor,Jeffrey Hawkins,Senior Vice President;Wealth Advisor,Farther Bend OR 2900 NW Clearwater Dr,,,Salesforce
9561237,,"Mansoor Ateeq - FCCA, CPA",,,mateeq@frankrimerman.com,,List import
11042307,Inactive Investor,Catherine Evans,Senior Managing Director,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,catherine.v.evans@jpmorgan.com,,Salesforce
11165783,Inactive Investor,Alphonse Lucibello,Financial Advisor,"Wells Fargo Clearing Services, LLC Norwell MA 91 Longwater Cir",al.lucibello@wellsfargoadvisors.com,,Salesforce
11020193,Inactive Investor,Aubri Swartz,,LPL Financial LLC Saint Marys PA 39 S Saint Marys St,aubri.swartz@lpl.com,,Salesforce
9620770,,Johan Loones,,,johan.loones12@gmail.com,,List import
9610520,,Jay Tom,,,jay@wisteriacourtllc.com,,List import
11114633,Inactive Investor,Cole Mertens,,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",,,Salesforce
10959767,Inactive Investor,John Nicolucci,,"Allstate Financial Services, LLC Conshohocken PA 101 E 8th Ave",johnnicolucci@allstate.com,,Salesforce
9542537,,Leo Leo,,,areo88899@gmail.com,,List import
10914037,Inactive Investor,Joshua Scott,,"American Portfolios Financial Services, Inc. Fort Wayne IN 11130 Coldwater Rd",jscott@americanportfolios.com,,Salesforce
11234625,Inactive Investor,Branden Collins,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
7440,,Max McKenna,,[[Unknown]],xam22max@gmail.com,,Event
10993692,Inactive Investor,Patrick O'Neil,Wealth Advisor,LPL Financial LLC Bismarck ND 2900 N Washington St,patrick.o-neil@lpl.com,,Salesforce
11121246,Inactive Investor,John Estrella,,J.P. Morgan Securities LLC North Miami Beach FL 18235 Biscayne Blvd,john.a.estrella@chase.com,,Salesforce
11204773,Inactive Investor,Maria Brown,,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,maria.s.brown@ubs.com,,Salesforce
9543540,,Alex Henison,,,alexhenison@anpropertygroup.co.uk,,List import
11124346,Inactive Investor,Chad Novotney,Financial Advisor,Edward Jones Charleroi PA 526 Fallowfield Ave,chad.novotney@edwardjones.com,,Salesforce
11219550,,Roger Scheffel,,,roger.scheffel@wstam.com,,Other
10658758,,Clare Prendergast,,,clare.prendergast@ubs.com,,List Import
10814753,Inactive Investor,Todd Boone,Financial Advisor,Edward Jones Springfield OH 4917 Security Dr,todd.boone@edwardjones.com,,Salesforce
10815420,Inactive Investor,Carter Crum,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Gatos CA 750 University Ave,carter.crum@ubs.com,,Salesforce
11137429,Inactive Investor,Maurice Bradshaw,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,maurice.bradshaw@ubs.com,,Salesforce
9631181,,Marcos Brangado,,,marcos_brangado@hotmail.com,,List import
10769835,Inactive Investor,Wanda Wheat-Walker,,"Wells Fargo Clearing Services, LLC Atlanta GA 645 State St NW",wanda.wheat-walker@wellsfargoadvisors.com,,Salesforce
10810113,Inactive Investor,Edward Gage,Chief Financial Officer,Lyrical Asset Management LP,,,Salesforce
9609215,,Josh Cruz,,,jcjosh34@gmail.com,,List import
11190602,Inactive Investor,Gregory Rachele,Chief Compliance Officer;Member,First Financial Services,greg@first-financial-services.com,,Salesforce
10616935,,Matthew Marino,,,matthew.r.marino@jpmorgan.com,,List Import
54321,,Jeffrey Wolfrey,Branch Office Supervisor,"Transamerica Financial Advisors, Inc",jeff.wolfrey@transamerica.com,818-275-8135,
11067338,Inactive Investor,Amine Mabsout,,"Osaic Wealth, Inc. Orange CA 1122 E Lincoln Ave",,,Salesforce
10929019,Inactive Investor,Randall Lucke,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11095119,Inactive Investor,James Stubbs,Financial Advisor,Edward Jones West Columbia TX 216 S 17th St,jim.stubbs@edwardjones.com,,Salesforce
10975200,Inactive Investor,Thomas Grant,,Cetera Advisor Networks LLC Totowa NJ 999 Riverview Dr,,,Salesforce
10910114,Inactive Investor,Zackary Wallace,Chief Compliance Officer;Founder;Managing Member,ABRI LLC,zackary@abri.io,,Salesforce
10984295,Inactive Investor,Jennifer Douglas,,"U.S. Bancorp Investments, Inc. Cincinnati OH 7350 Beechmont Ave",jennifer.douglas1@usbank.com,,Salesforce
10617326,,Gil Fash,,,gil.fash@ampf.com,,List Import
10987365,Inactive Investor,Zachary Damstetter,Financial Advisor,LPL Financial LLC Buffalo NY 3637 Delaware Ave,zachary.damstetter@lpl.com,,Salesforce
5158,,Robert -,,Rmk3 LLC,rmkeith3@hotmail.com,,Initial Salesforce Import
10850171,Inactive Investor,George Nihem,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Saint Clair Shores MI 24825 Little Mack Ave",george.nihem@wfafinet.com,,Salesforce
10788946,Inactive Investor,Andrea Loucks,Senior Team Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",andrea.loucks@schwab.com,,Salesforce
10769548,Inactive Investor,Carmen Cappadona,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",carmen.cappadona@rbc.com,,Salesforce
10814423,Inactive Investor,Steve Livingston,,PFS Investments Inc. Sebring FL 571 US Hwy 27 S,steve.livingston@primerica.com,,Salesforce
11236522,Inactive Investor,Matthew James,Associate Advisor,Brighton Jones LLC McLean VA 1676 International Dr,,,Salesforce
10802431,Inactive Investor,William Pickering,,"Concourse Financial Group Securities, Inc. High Point NC 2023 La Dora Dr",,,Salesforce
10773242,Inactive Investor,Larry Arinsburg,,"American Portfolios Financial Services, Inc. Brewster NY 38 Starr Ridge Rd",larinsburg@americanportfolios.com,,Salesforce
10782188,Inactive Investor,Jonathan Jay,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",kirk.jay@wellsfargoadvisors.com,,Salesforce
11193104,Inactive Investor,George Aslanidis,Private Client Advisor,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,george.x.aslanidis@jpmorgan.com,,Salesforce
10793898,Inactive Investor,Andrew Yee,Branch Manager;Financial Advisor,"Barnes Pettey Financial Advisors, LLC",,,Salesforce
11167582,Inactive Investor,William Mcneill,,Ally Invest Securities LLC,,,Salesforce
11146647,Inactive Investor,Matthew Smith,Executive Director;Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,matt.c.smith@msgraystone.com,,Salesforce
11218945,,Timothy Podell,,,tpodell@wisdirect.com,,Other
11004133,Inactive Investor,Peter Munley,,LPL Financial LLC King Of Prussia PA 720 Moore Rd,peter.munley@lpl.com,,Salesforce
10962332,Inactive Investor,Joshua Davis,,"Pruco Securities, LLC. Ligonier PA 132 W Main St",joshua.davis@prudential.com,,Salesforce
349351,,Eric Anderson,,Mercer Global Advisors Inc.,eanderson@merceradvisors.com,(203) 689-5742,
11184393,Inactive Investor,Pamela Owens,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,pamela.owens@primerica.com,,Salesforce
10980854,Inactive Investor,Madeleine Polcari,Vice President,Neuberger Berman BD LLC,madeleine.polcari@nb.com,,Salesforce
11202583,Inactive Investor,Steven Franzen,Managing Member;Managing Partner,Vertex Partners,,,Salesforce
11099302,Inactive Investor,Oscar Bahena Del Angel,,Fidelity Brokerage Services LLC,,,Salesforce
11038653,Inactive Investor,Dominique Murray,,"First Command Brokerage Services, Inc. Warner Robins GA 4027 Watson Blvd",dnmurray@firstcommand.com,,Salesforce
11208204,Inactive Investor,Michael Gourd,Investment Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.gourd@ubs.com,,Salesforce
10753042,Inactive Investor,Steven Sell,Senior Vice President,"Hazlett, Burt & Watson, Inc. Lancaster PA 48-50 W Chestnut St",ssell@hazlettburt.com,,Salesforce
10910771,Inactive Investor,Yoonsung Kim,,"Pruco Securities, LLC. Elkins Park PA 1135 W Cheltenham Ave",yoonsung.kim@prudential.com,,Salesforce
11165808,Inactive Investor,Robert Pessell,,"Kestra Investment Services, LLC Encino CA 6345 Balboa Blvd",,,Salesforce
10805671,Inactive Investor,Brian Clarke,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley San Luis Obispo CA 1321 Osos St,brian.clarke@morganstanley.com,,Salesforce
11024716,Inactive Investor,Jennifer An,Director - Business Development,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",jenny.x.chong@ampf.com,,Salesforce
6507451,,Lina Benstone,,,deseri8529@bymercy.com,,Web Form Fillout
11054947,Inactive Investor,Malak Abdelmalak,,Stonex Securities Inc. Warren NJ 30 Independence Blvd,,,Salesforce
9604622,,Melvyn Ten,,,melvyn.ten@gmail.com,,List import
11155298,Inactive Investor,Kob Yan,Senior Financial Advisor,"Citizens Securities, Inc. Rochester MI 44 N Adams Rd",kob.yan@ccoinvest.com,,Salesforce
9549882,,Lee Grosbard,,,lee.grosbard@point72.com,,List import
9581374,,Ryan Scott,,,ryan@causecast.com,,List import
11118442,Inactive Investor,Christopher Wells,,Commonwealth Financial Network Colorado Springs CO 13710 Struthers Rd,cwells@commonwealth.com,,Salesforce
352796,,Lars Hanan,Partner,"Broadoak Asset Management, Llc",lhanan@broadoak.com,301-358-2694,Manual List Upload
7699514,,Fei Zhou,,,zhoufei961@gmail.com,,Web form fillout
233059,, -,,[[Unknown]],lauchunkit3@yahoo.com.hk,,
11012514,Inactive Investor,Colton Mosher,,State Farm VP Management Corp. Cedar Rapids IA 3011 Johnson Ave NW,colton.mosher.vaaqmk@statefarm.com,,Salesforce
10941753,Inactive Investor,Mark Soza,,Fidelity Brokerage Services LLC,,,Salesforce
5947938,,Leroy Johnson,,,xaniwo4167@dewareff.com,,Web Form Fillout
10911947,Inactive Investor,Marsha Blake,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",marsha.blake@nm.com,,Salesforce
10867239,Inactive Investor,Robert Noel,,State Farm VP Management Corp. Cape May Court House NJ 19 Hand Ave,,,Salesforce
9618414,,Clark Collins,,,clark@ceccap.com,,List import
10838020,Inactive Investor,Kyle Wool,Chief Executive Officer;President;Principal,Dominari Securities LLC,kwool@dominarisecurities.com,,Salesforce
9648130,,chandler pickett,,,chanpick2014@gmail.com,,List import
10919681,Inactive Investor,Louis Leyes,Financial Coach;Managing Member;Owner,"Stages Planning Group, LLC",lou@stagesplanning.com,,Salesforce
9583022,,Jacob Ward,,,wardjacobj@gmail.com,,List import
10913173,Inactive Investor,Jeffrey Clark,Financial Advisor,Edward Jones Ogden UT 1481 E 5600 S,jeff.clark2@edwardjones.com,,Salesforce
11169791,Inactive Investor,Gary Lindner,Financial Advisor,Edward Jones Cumberland MD Private Residence,gary.lindner@edwardjones.com,,Salesforce
10946106,Inactive Investor,David Cuddeback,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,dcuddeback@supremealliancellc.com,,Salesforce
10935976,Inactive Investor,Brandon Arns,Portfolio Manager;Wealth Advisor,"WJ Interests, LLC",brandon@wjwealth.com,,Salesforce
10790667,Inactive Investor,Sarah Atkins,Financial Advisor,Edward Jones Marshall VA 8255C E Main St,sarah.atkins@edwardjones.com,,Salesforce
11071455,Inactive Investor,Loretta Spangard,,Ally Invest Securities LLC,,,Salesforce
1002945,Inactive Investor,Fred Razook,"Investment Consultant, RCH Capital",American Family Legacy Group,fredrazook@rchcapital.com, +1 813 443 8203,
11164835,Inactive Investor,Laurie Atkins,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",laurie.atkins@bernstein.com,,Salesforce
10937027,Inactive Investor,Steven Marlette,Financial Advisor;Financial Planner,LPL Financial LLC Troy MI 2050 Livernois Rd,steven.marlette@lpl.com,,Salesforce
10898489,Inactive Investor,Carlos Aloyo,,Fidelity Brokerage Services LLC,,,Salesforce
11047722,Inactive Investor,Richard Rodeghier,,LifeMark Securities Corp. Livonia MI 17199 N Laurel Park Dr,rrodeghier@lifemark.com,,Salesforce
10620012,,Alicia Pagan,,,apagan@oldsecond.com,,List Import
9585577,,Tracie Mitchell,,,traciem@vinoblegroup.com,,List import
9633147,,Gianna Vaughn,,,gianna_v@aol.com,,List import
11138364,Inactive Investor,Alan McClure,,LifeMark Securities Corp. Baton Rouge LA 115 E Greens Dr,amcclure@lifemark.com,,Salesforce
10942127,Inactive Investor,Ashley Summers,,"Raymond James & Associates, Inc.",ashley.summers@raymondjames.com,,Salesforce
11000101,Inactive Investor,Antony Wanyoike,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9560730,,Victor Andreasson,,,v.andreasson@gmail.com,,List import
341926,,Matthew Begley,Chief Financial Officer,Ionic Capital Management Llc,mbegley@ioniccap.com,212-294-8500,Manual List Upload
10782355,Inactive Investor,Zachary Goldman,Banker;Executive Director,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,zachary.r.goldman@chase.com,,Salesforce
339357,,Jeffrey Lane,Partner,"Yorkbridge Wealth Partners, Llc",jlane@yorkbridgewealth.com,212-574-4070,Manual List Upload
11176954,Inactive Investor,David Roberts,Wealth Management Advisor,"Bleakley Financial Group, LLC Purcellville VA Private Residence",david.roberts@bleakley.com,,Salesforce
11069168,Inactive Investor,Eric Littman,,Park Avenue Securities LLC,eric_littman@glic.com,,Salesforce
10880076,Inactive Investor,Brian Richards,,"Horang Securities, LLC",,,Salesforce
11148389,Inactive Investor,Jordan Twidell,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,jordantwidell.team@fidelity.com,,Salesforce
10872319,Inactive Investor,Andrew Farmer,Lead Advisor,"Foster Group, Inc.",andrewf@fostergrp.com,,Salesforce
11080999,Inactive Investor,Brett Schumbacker,Financial Advisor,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,brett.schumbacker@ubs.com,,Salesforce
10976522,Inactive Investor,Olanrewaju Shogbola,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10763801,Inactive Investor,Martin Chiu,,United Planners' Financial Services of America A Limited Partner Cypress CA 10833 Valley View St,,,Salesforce
11235011,Inactive Investor,Jesus Jaramillo,,Brookstone Capital Management LLC Phoenix AZ Private Residence,,,Salesforce
11126690,Inactive Investor,Travis Sheldon,Operations Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10816619,Inactive Investor,Roy Waugh,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lawton OK 13 NW 44th St",chuck.x.waugh@ampf.com,,Salesforce
9582300,,Matthew Kardos,,,matthew.kardos@valic.com,,List import
10991451,Inactive Investor,Craig Chartier,Chief Compliance Officer;Investment Advisor Representative;Manager;Owner,Buoyancy Capital,craig@buoyancycapital.com,,Salesforce
11087724,Inactive Investor,Deirdre Barnes,Financial Advisor,LPL Financial LLC Yukon OK 1601 Health Center Pkwy,deirdre.barnes@lpl.com,,Salesforce
10760307,Inactive Investor,Roger Tadsen,,"Northland Securities, Inc.",rtadsen@northlandsecurities.com,,Salesforce
11296399,Inactive Investor,John Bosco,,"Shepherd Kaplan Krochuk, LLC Boston MA 125 Summer St",jbosco@skk-llc.com,617-896-1600,Salesforce
370388,,Joshua Hartnett,,,jhartnett@applied.com,650-207-9404,Salesforce
240381,,Mark Thomas,,[Unknown],mjt66@sbcglobal.net,,Direct
11008540,Inactive Investor,Melissa Archer,,PFS Investments Inc. Houston TX 11811 East Fwy,marcher@primerica.com,,Salesforce
9613018,,David Cheng,,,dcheng@securitycapital.com,,List import
10663377,,jhoin cina,,,en3d_@hotmail.com,,Web Form Fillout
11012458,Inactive Investor,Jonell Malone,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,jmalone.5gbjw@primerica.com,,Salesforce
10804943,Inactive Investor,Daniel Nelson,,"International Assets Advisory, LLC Evans City PA 1525 Evans City Rd",dnelson@iaac.com,,Salesforce
11161698,Inactive Investor,Keith Terry,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",keith.terry@gwrs.com,,Salesforce
9601696,,Tony Lagatta,,,tlagatta99@gmail.com,,List import
10931518,Inactive Investor,Ricky Dover,Financial Professional,LPL Financial LLC Jacksonville FL 76 S Laura St,ricky.dover@lpl.com,,Salesforce
10645642,,Sean Cone,,,sean.cone@53.com,,List Import
9616427,,Monte Collins,,,mkcortho1@aol.com,,List import
10929555,Inactive Investor,Beverley Foxpeters,,PFS Investments Inc. Wayne NJ 500 Valley Rd,beverley.foxpeters@primerica.com,,Salesforce
11212642,Inactive Investor,Christopher Norman,Financial Advisor,Edward Jones Minneapolis MN 3939 W 50th St,chris.norman@edwardjones.com,,Salesforce
9588019,,Tom Peet,,,tompeet@live.com,,List import
10939839,Inactive Investor,James Conner,Senior Compliance Officer,"WesBanco Securities, Inc. Charleston WV 6409 Sissonville Dr",conner@wesbanco.com,,Salesforce
11051154,Inactive Investor,Scott Kilgallen,Managing Director,Neuberger Berman BD LLC,scott.kilgallen@nb.com,,Salesforce
11163334,Inactive Investor,Richard Weemhoff,,LPL Financial LLC Charlotte NC Private Residence,west.weemhoff@lpl.com,,Salesforce
11090014,Inactive Investor,Kristin Carlton,Wealth Advisor,Exencial Wealth Advisors San Antonio TX 7373 Broadway St,kcarlton@exencialwealth.com,,Salesforce
11033014,Inactive Investor,Darby O'Leary,,"Cambridge Investment Research, Inc. Schaumburg IL 1700 E Golf Rd",,,Salesforce
11064727,Inactive Investor,Todd Geiser,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,todd.geiser@fidelity.com,,Salesforce
11023075,Inactive Investor,John Romano,,NYLIFE Securities LLC Katy TX 2610 Village Oak Dr,,,Salesforce
11103560,Inactive Investor,David Calzaretta,,PFS Investments Inc. Tyler TX 3334 S Southwest Loop 323,david.calzaretta@primerica.com,,Salesforce
10848154,Inactive Investor,Liza Howley,,State Farm VP Management Corp. Rochester NY 630 East Ave,liza.b.howley.jf4d@statefarm.com,,Salesforce
10765640,Inactive Investor,Jennifer Snow,Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,jennifer.snow@ubs.com,,Salesforce
11083258,Inactive Investor,Nicholas Anastasi,,Commonwealth Financial Network,nanastasi@commonwealth.com,,Salesforce
11202106,Inactive Investor,Thomas Wood,Financial Advisor,LPL Financial LLC Lees Summit MO 609 NE State Rte 291,thomas.wood@lpl.com,,Salesforce
10792936,Inactive Investor,Henry Algeo,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
234204,, -,,[[Unknown]],ckg2cor520@hotmail.com,,
10968181,Inactive Investor,Mary Avery,,"Raymond James Financial Services, Inc. Suffolk VA 5806 Harbour View Blvd",mary.avery@raymondjames.com,,Salesforce
11025593,Inactive Investor,Adolfo Valencia,,J.P. Morgan Securities LLC Palmdale CA 1723 E Palmdale Blvd,adolfo.valencia@jpmorgan.com,,Salesforce
11024666,Inactive Investor,David Schwarz,Director,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,mkraning@rwbaird.com,,Salesforce
10851213,Inactive Investor,Victoria Davenport,,J.P. Morgan Securities LLC,victoria.davenport@jpmorgan.com,,Salesforce
11183210,Inactive Investor,Karrington Hickman,,"Truist Investment Services, Inc. Saint Petersburg FL 360 Central Ave",karrington.hickman@truist.com,,Salesforce
11120976,Inactive Investor,Ixchel Beltran-Huezo,,LPL Financial LLC San Diego CA 2221 Camino del Rio S,ixchel.beltran-huezo@lpl.com,,Salesforce
11041321,Inactive Investor,Peter Sarata,,"Avantax Investment Services, Inc. Phoenix AZ 2040 W Whispering Wind Dr",,,Salesforce
11196404,Inactive Investor,Jason Dyken,Chief Compliance Officer;Chief Executive Officer;President,"Dyken Wealth Strategies, Inc.",jason@dykenwealthstrategies.com,,Salesforce
11061397,Inactive Investor,Maria Wong,,State Farm VP Management Corp. Oakland CA 1000 Broadway,maria.wong.capw@statefarm.com,,Salesforce
2336337,,narayanaswamy k,,,srilakshminswamy2@gmail.com,,
9646030,,Joe Blow,,,hdjdj@djdj.com,,List import
10876718,Inactive Investor,Pragya Murarka,,J.P. Morgan Securities LLC New York NY 277 Park Ave,pragya.murarka@jpmorgan.com,,Salesforce
1617718,,Jarimia Shutts,,,jsr600@yahoo.com,,
9596708,,Christopher Kolenda,,,christopherk@finadvisors.com,,List import
10915796,Inactive Investor,Curtis Woods,,MWA Financial Services Inc. North Little Rock AR 201 W Broadway St,curtis.s.woods@mwarep.org,,Salesforce
9642865,,Enrique Riley,,,ricksinvestments@outlook.com,,List import
10908483,Inactive Investor,Cody Absalon,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Eugene OR 975 Oak St",cody.absalon@schwab.com,,Salesforce
223290,,Thomas Griffin,Associate General Counsel,Ares Management,tgriffin@aresmgmt.com,,
10489961,,Melanie Straughan,Planning Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,mweisheit19@gmail.com,,List Import
11027970,Inactive Investor,Chrystle Vesco,Sales Associate,"Berthel, Fisher & Company Financial Services, Inc. Merritt Island FL 200 W Merritt Island Cswy",,,Salesforce
11171290,Inactive Investor,Garrett Kidd,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,garrett.kidd@jpmorgan.com,,Salesforce
11116043,Inactive Investor,Laila Frank,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,laila.frank@fmr.com,,Salesforce
10874852,Inactive Investor,Julie Eggert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",julie.eggert@ml.com,,Salesforce
10850286,Inactive Investor,Brian Roberts,Principal,Integrated Financial Management,,,Salesforce
10763322,Inactive Investor,Peter Nielsen,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,peter.nielsen@citigroup.com,,Salesforce
235710,, -,,[[Unknown]],deck1107@outlook.com,,
10925861,Inactive Investor,Joseph Ladner,Financial Advisor,Edward Jones Athens TN 2418 Congress Pkwy S,joseph.ladner@edwardjones.com,,Salesforce
10770605,Inactive Investor,Connor Duffy,Wealth Management Associate,Morgan Stanley Colchester VT 105 W View Rd,connor.duffy@morganstanley.com,,Salesforce
11222499,,Lauren Xouleis,,,lxouleis@firstrepublic.com,,List Import
9548050,,Jorie Pitt,,,joriepitt@ahcadvisors.com,,List import
11148325,Inactive Investor,Toria Troxel,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,ttroxel@ft.newyorklife.com,,Salesforce
333021,,Anthony Olmos,,Alpha Cubed Investments,aolmos@alphacubedinvestments.com,,
11010168,Inactive Investor,Thomas Walters,,"Level Four Financial, LLC Pinehurst NC 110C Applecross Rd",twalters@levelfourfinancial.com,,Salesforce
246188,,Not Provided,Senior Manager,Federal Reserve Bank of Philadelphia,jeannine.miralles@phil.frb.org,,Manual List Upload
10863436,Inactive Investor,Anne O'Brien,Owner,O'Brien Associates,,,Salesforce
10910602,Inactive Investor,Tiffany Grayson-Tauzin,Chief Operations Officer;Investment Advisor,FMSA,ttauzin@myfmsa.com,,Salesforce
10962570,Inactive Investor,Marshall Egermier,,LPL Financial LLC Omaha NE 15606 Elm St,marshall.egermier1@lpl.com,,Salesforce
10789630,Inactive Investor,Mikhail Sidorov,,Goldman Sachs & Co.,mikhail.sidorov@gs.com,,Salesforce
10859455,Inactive Investor,Michelle Morford,,Country Capital Management Company Albany OR 1821 14th Ave SE,m.morford@countryfinancial.com,,Salesforce
9591431,,Chad Rotella,,,info@eplseries.com,,List import
11178851,Inactive Investor,Shaun Burns,Financial Advisor,Edward Jones Palisade CO 307 W 3rd St,shaun.burns@edwardjones.com,,Salesforce
11056779,Inactive Investor,Chad Vidovich,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,chadvidovich.team@fmr.com,,Salesforce
11212817,Inactive Investor,Paul Schwerdt,,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",schwerdtp@stifel.com,,Salesforce
11020509,Inactive Investor,Alejandro Montalvan,,J.P. Morgan Securities LLC Hollywood FL 5545 Sheridan St,alejandro.montalvanjr@chase.com,,Salesforce
10878964,Inactive Investor,Angela Avant,,Cetera Investment Services LLC Covington LA 200 Covington Ctr,,,Salesforce
10850444,Inactive Investor,Tazha Perez,,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,tazha.low@ubs.com,,Salesforce
11036565,Inactive Investor,Shawn Hannegan,Owner,"Hannegan Wealth Management, LLC Edgewood KY 180 Barnwood Dr",shawn@hannegancpa.com,,Salesforce
10813244,Inactive Investor,Kent Isom,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10824421,Inactive Investor,Michael Stearns,Senior Financial Advisor,Commonwealth Financial Network Ann Arbor MI Private Residence,mstearns@commonwealth.com,,Salesforce
350424,,Thomas Pacchia,MANAGING PARTNER,HODL Capital Ltd.,thomas@hodl.capital,9084038893,Initial Salesforce Import
10964657,Inactive Investor,Jackson Housman,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jackson.housman@fmr.com,,Salesforce
340473,,Shanon Adams,Principal,"Jarrod Adams Investing, Llc",shanon@adamsinvesting.com,704-996-4243,Manual List Upload
10824866,Inactive Investor,Thomas Moriarty,Financial Advisor,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
9626372,,Noppakit Siraphobworaphat,,,snoppakit@yahoo.com,,List import
27091,, -,,[[Unknown]],eragmus@protonmail.com,,Initial Salesforce Import
11043541,Inactive Investor,Lucas Feitosa Lima,,Avenue Securities LLC,,,Salesforce
11043072,Inactive Investor,Amy Treat,,LPL Financial LLC Beaverton OR 8625 SW Cascade Ave,,,Salesforce
9579633,,kat kay,,,katkay228@gmail.com,,List import
10488050,,Jay Applebaum,"Chief Compliance Officer, Manager, Member","Wingate Advisors, L.L.C.",jiba@wingatepartners.com,,List Import
10885794,Inactive Investor,Erin Thomas,Senior Client Service Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,erin.ladd@ubs.com,,Salesforce
11116858,Inactive Investor,Anthony Fury,Financial Advisor,"Osaic Wealth, Inc. Dubuque IA 1660 Embassy West Dr",,,Salesforce
10981026,Inactive Investor,Wendell Sheeley,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",barrett.sheeley@nm.com,,Salesforce
9618015,,Derek Peterson,,,dpeterson@highlandassoc.com,,List import
10966150,Inactive Investor,Alexander Bezugly,Senior Consultant,"Citizens Securities, Inc. Jamison PA 2395 York Rd",alexander.bezugly@citizensbank.com,,Salesforce
11118959,Inactive Investor,Luke Wenneman,,J.P. Morgan Securities LLC Wadsworth OH 750 High St,luke.wenneman@jpmorgan.com,,Salesforce
10776126,Inactive Investor,William Johnson,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",wrobert.johnson@nm.com,,Salesforce
11009883,Inactive Investor,Sara Sheehan,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",sara.moen@gwrs.com,,Salesforce
9624083,,Benjamin Lockett,,,blockett1025@gmail.com,,List import
10756918,Inactive Investor,Stephen Herman,Consultant,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",sherman@htk.com,,Salesforce
9550413,,Jeff Bierbower,,,jb77mcj@gmail.com,,List import
9621659,,Majp Shabaf,,,shabaffam@gmail.com,,List import
10604203,,Lulu Zhang,Director,ICBC,lulu.zhang@us.icbc.com.cn,6463816640,List import
10986372,Inactive Investor,Brenda Pavelka,,Sigma Financial Corporation,,,Salesforce
11017010,Inactive Investor,Curtis Malcolm,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",curtis.malcolm@equitable.com,,Salesforce
11202343,Inactive Investor,Eric Fox,Senior Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,eric.fox@ubs.com,,Salesforce
9588522,,Michelle Dossett,,,michelle.dossett@gmail.com,,List import
10990450,Inactive Investor,Tiffany Boval,,"Regulus Financial Group, LLC Independence OH 6050 Oak Tree Blvd",,,Salesforce
10645550,,James Rebecca,,,james.crebecca@farmersagency.com,,List Import
11079199,Inactive Investor,Lindsay Turchetta,Financial Advisor,LPL Financial LLC Greensburg PA Private Residence,lturchetta@lpl.com,,Salesforce
9571564,,neek -,,,neekolas86@gmail.com,,List import
11060375,Inactive Investor,Richard Mudd,,LPL Financial LLC Austin TX 11149 Research Blvd,richard.mudd@lpl.com,,Salesforce
11174759,Inactive Investor,Lana Sullivan,Financial Advisor,Edward Jones Salem IN 17 Public Sq,lana.sullivan@edwardjones.com,,Salesforce
10970781,Inactive Investor,Marco Castro Alvarado,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10791240,Inactive Investor,Jodie Justus,,"TIAA-CREF Individual & Institutional Services, LLC Hamden CT 2319 Whitney Ave",jjustus@tiaa-cref.org,,Salesforce
11062379,Inactive Investor,Denise Nostrom,Financial Advisor,"Blackridge Asset Management, LLC Medford NY Private Residence",,,Salesforce
11153878,Inactive Investor,Deborah Tabor,,J.P. Morgan Securities LLC Avon OH 36200 Detroit Rd,deborah.tabor@jpmorgan.com,,Salesforce
10863608,Inactive Investor,Devin Davis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,devin.davis@fmr.com,,Salesforce
11026036,Inactive Investor,Jeffrey Kuhn,,"Cambridge Investment Research, Inc. Tempe AZ 430 W Warner Rd",,,Salesforce
11157686,Inactive Investor,James Goetz,Financial Advisor,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",james.goetz@goldenstatewm.com,,Salesforce
235278,, -,,[[Unknown]],jeelani6238@gmail.com,,
11069312,Inactive Investor,Timothy Walsh,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Xenith Financial Advisory Services, LLC",,,Salesforce
11094736,Inactive Investor,Patrick Mundlin,Managing Partner,49 Financial,,,Salesforce
10782570,Inactive Investor,Stephen Parry,,"Concourse Financial Group Securities, Inc. Palm Desert CA Private Residence",stephen.parry@concoursefinancial.com,,Salesforce
371224,,Christina Jenkins,,[Unknown],christina.jenkins.md@gmail.com,,source
11175899,Inactive Investor,Clifford Siebert,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11188235,Inactive Investor,C Pavlikowski,,"Trustmont Financial Group, Inc. Johnstown PA Private Residence",,,Salesforce
10617897,,Joshua Moorman,,,joshua.moorman@ml.com,,List Import
11155276,Inactive Investor,Isoldy Guzman,Private Wealth Advisor,"Synovus Securities, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",isoldyguzman@synovus.com,,Salesforce
9568678,,Guy Naude,,,naudebass1@gmail.com,,List import
11132035,Inactive Investor,Joshua Villarreal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Cordova CA 10607 Folsom Blvd",,,Salesforce
10836995,Inactive Investor,James Zahringer,Financial Advisor,"Raymond James & Associates, Inc. Palm Beach FL 250 Royal Palm Way",james.zahringer@alex-brown.com,,Salesforce
11208881,Inactive Investor,Glen Gotcsik,,"Osaic Wealth, Inc. Wakefield MA 301 Edgewater Pl",ggotcsik@royalaa.com,,Salesforce
219206,,Tj Know,,[Unknown],tjunek1@naver.com,,
11010092,Inactive Investor,Melissa Westra,,"N.I.S. Financial Services, Inc.",,,Salesforce
9564718,,Francis Conner,,,fconner@massmutual.com,,List import
10644275,,Heather Clark,,,heather.oltz@ubs.com,,List Import
10927729,Inactive Investor,Vinay Mansukhani,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11001749,Inactive Investor,Andrew Dobbs,Investment Advisor,Fisher Investments,,,Salesforce
9577238,,Justin Zarozny,,,jzarozny@gmail.com,,List import
10766246,Inactive Investor,Kristin Fedders,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",kristin.fedders@ml.com,,Salesforce
11054864,Inactive Investor,Jeffrey Marchitto,Private Wealth Advisor,"Osaic FA, Inc. Pompano Beach FL 4613 N University Dr",jeff.marchitto@lfg.com,,Salesforce
10882312,Inactive Investor,Ndamzi Lumati,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Reisterstown MD 11975 Reisterstown Rd",ndamzi.lumati@wellsfargo.com,,Salesforce
11194436,Inactive Investor,Bobby Berry,,State Farm VP Management Corp. Nashville TN 1451 Elm Hill Pike,,,Salesforce
11005149,Inactive Investor,Gaden White,,Cetera Investment Services LLC Mobile AL 11 N Water St,,,Salesforce
10762479,Inactive Investor,Joel Goodhart,,"Parkland Securities, LLC Plymouth Meeting PA 4066 Butler Pike",,,Salesforce
10865257,Inactive Investor,Matthew Lafferty,,Vanguard Marketing Corporation,matthew_lafferty@vanguard.com,,Salesforce
10786637,Inactive Investor,Ann Shiflett,,Citigroup Global Markets Inc.,ann.shiflett@citi.com,,Salesforce
10833703,Inactive Investor,Kenneth Ulrich,,"Avantax Investment Services, Inc. Buffalo NY 5920 Main St",,,Salesforce
10830533,Inactive Investor,Matthew Puflea,,"Raymond James Financial Services, Inc. Solon OH 33505 Solon Rd",matthew.puflea@raymondjames.com,,Salesforce
11147310,Inactive Investor,Ashley Steinman,Client Service Associate,Morgan Stanley Burlingame CA 216 Lorton Ave,ashley.steinman@morganstanley.com,,Salesforce
9598254,,Adam Klein,,,aklein@blueseacapital.com,,List import
10797127,Inactive Investor,Joshua Mancell,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3200 Main St NW",joshua.x.mancell@ampf.com,,Salesforce
11124207,Inactive Investor,Sherri Roy,,J.P. Morgan Securities LLC Mandeville LA 3500 Hwy 190,sherri.berhel@jpmorgan.com,,Salesforce
10899213,Inactive Investor,David Brask,Chief Compliance Officer;Investment Advisor;Principal,Aaron Brask Capital Jupiter FL 759 Pkwy,dbrask@aaronbraskcapital.com,,Salesforce
11199543,Inactive Investor,Clarence Bush,Chief Compliance Officer;Chief Investment Officer,"Bush Capital Management, LLC",,,Salesforce
10764221,Inactive Investor,Kathy Gray,,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,kathy.gray1@ubs.com,,Salesforce
10514010,,Zeke Vince,,,zeke.vince@b2c2.com,,List Import
10767637,Inactive Investor,Jack Cliff,Financial Advisor,LPL Financial LLC Huntsville TX Private Residence,jack.cliff@lpl.com,,Salesforce
9573908,,Wilfred Haselton,,,clay.haselton@lfg.com,,List import
10488473,,Jonah Cave,"Senior Managing Director, Vice President","CH Investment Partners, LLC",jeannettecantone@msn.com,,List Import
10784962,Inactive Investor,Gregg Clarke,Manager;Managing Member;Principal;Regulatory Contact;Trustee,"Meritas Wealth Management, LLC",gregg@meritaswealth.com,,Salesforce
76652,,James Brisley,Retirement Education Specialist,"Principal Securities, Inc.",brisley.jaime@principal.com,952-277-4275,
239173,,Philip Gould,,[Unknown],philip1gould@gmail.com,,Direct
10912741,Inactive Investor,Tracy Sears,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Red Wing MN 217 Plum St",tracy.sears@ampf.com,,Salesforce
11155613,Inactive Investor,Rex Lau,,"Coldstream Securities, Inc.",,,Salesforce
10884255,Inactive Investor,Joseph Henriques,"Managing Director, Wealth Strategies","Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",jhenriques@contewealth.com,(717) 975-8800,Salesforce
10757264,Inactive Investor,Zoran Smiljanic,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",,,Salesforce
9622773,,Mohamed Mohamedali,,,msa.9514@gmail.com,,List import
11127067,Inactive Investor,Whitney Henson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",whitney.henson@ml.com,,Salesforce
9641344,,Trey Pendery,,,trey.pendery@gmail.com,,List import
10802448,Inactive Investor,Jo Crofford,Financial Advisor;Vice President,"JMA Financial Advisors, Inc.",,,Salesforce
9646993,,Ariel Santos-Alborna,,,ari@minerva.co,,List import
10885922,Inactive Investor,Jeffrey Bradley,Investment Advisor,"McElhenny Sheffield Capital Management, LLC",jeff@mscm.net,,Salesforce
11165299,Inactive Investor,James Buckalew,Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",phil.buckalew@wellsfargoadvisors.com,,Salesforce
11092551,Inactive Investor,Christopher Derr,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,christopher.derr@ubs.com,,Salesforce
10975066,Inactive Investor,Kevin Birt,,Commonwealth Financial Network Hamburg NY 12 Norwood Ave,kbirt@bdwealth.net,(716) 648-4895,Salesforce
10774959,Inactive Investor,Anthony Blasi,,"Hennion & Walsh, Inc.",ablasi@hennionandwalsh.com,,Salesforce
321765,,Naveen Mallela,"Manager, Investment Ops",Franklin Templeton Investments,naveen.mallela@franklintempleton.com,,Manual List Upload
10938992,Inactive Investor,Matthew Powers,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,matthew.powers@fmr.com,,Salesforce
10980220,Inactive Investor,Franklin Peralta,,PFS Investments Inc. Pembroke Pines FL 1911 NW 150th Ave,fperalta@primerica.com,,Salesforce
10887891,Inactive Investor,Dena Yarbrough,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",dena.yarbrough@ml.com,,Salesforce
10659853,,Jeffery Harper,,,jeffery.harper@lpl.com,,List Import
11161900,Inactive Investor,Christopher Vi,Premier Banker,"Wells Fargo Clearing Services, LLC Gainesville VA 7591 Somerset Crossing Dr",christopher.vi@wellsfargoadvisors.com,,Salesforce
11053645,Inactive Investor,Kassondra Dykema,Managing Member,Family Retirement LLC,kj@familyretire.com,,Salesforce
11026841,Inactive Investor,Wendy Massmann,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11029711,Inactive Investor,Mark Zhong,,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",sima.zhong@transamerica.com,,Salesforce
10984114,Inactive Investor,Colten Pfeffer,,"Osaic Wealth, Inc. Fort Worth TX 1612 Summit Ave",,,Salesforce
11090372,Inactive Investor,Edward Sota,Chief Compliance Officer;Investment Advisor Representative;Member,"Safeguard Investment Advisory Group, LLC Roseville CA 3005 Douglas Blvd",esota@safeguardinvestment.com,,Salesforce
9175511,,Nathan Crooks,"Managing Editor, U.S.",The Block,ncrooks@theblock.co,555-555-1212,Web Form Fillout
10950437,Inactive Investor,Gary Mcgovern,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Boston MA 60 State St,gemcgovern@janney.com,,Salesforce
10962832,Inactive Investor,Robert Pearl,Client Service Coordinator,"Ameriprise Financial Services, LLC Charlestown MA 10 City Sq",robert.pearl@ampf.com,,Salesforce
10920265,Inactive Investor,Anthony Graziano,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,,,Salesforce
10833101,Inactive Investor,Brendan O'Brien,,LPL Financial LLC Baltimore MD 2 E Wheeling St,brendan.obrien@lpl.com,,Salesforce
10774700,Inactive Investor,Denise Alemayehu,,"Cambridge Investment Research, Inc. Minneapolis MN 3300 Edinborough Way",,,Salesforce
11020461,Inactive Investor,Trey Sgroi,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9566395,,Yong Lin,,,yong.lin@transamerica.com,,List import
11115597,Inactive Investor,Ryan Mccully,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11107539,Inactive Investor,Nicholas Nielsen,Client Service Associate,"Independent Advisor Alliance, LLC Charlotte NC 11325 N Community House Rd",,,Salesforce
84784,,Andre Fonseca,,Hope therapy,andrevfon@yahoo.com.br,(432) 770-4543,Paid Social
10840965,Inactive Investor,Gustave Ozag,Chief Financial Planning Officer;Member;Partner;Portfolio Manager,"WestEnd Capital Management, LLC. San Rafael CA 1579 Lincoln Ave",,,Salesforce
11124890,Inactive Investor,Robert Mexcur,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robert_mexcur@vanguard.com,,Salesforce
9590092,,Christopher Peck,,,christopher@naturalinvestments.com,,List import
11154559,Inactive Investor,John Keen,,State Farm VP Management Corp. San Bernardino CA 2627 S Waterman Ave,john.keen.bzgq@statefarm.com,,Salesforce
9562925,,Onur Karata?,,,karatas-o@hotmail.com,,List import
11137103,Inactive Investor,Cassie Wright,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",cassie.wright@ml.com,,Salesforce
11134019,Inactive Investor,Lane Harrington,,Edward Jones Joshua TX 300 S Broadway St,,,Salesforce
10645319,,Jordan Spears,,,jordan.m.spears@jpmorgan.com,,List Import
10892257,Inactive Investor,John Herzek,,"Wells Fargo Clearing Services, LLC Ocala FL 9488 SW 80th Ave",john.herzek@wellsfargo.com,,Salesforce
10824300,Inactive Investor,Jon Dahlstrum,,"Raymond James Financial Services, Inc. Thousand Oaks CA 4165 E Thousand Oaks Blvd",jon.dahlstrum@raymondjames.com,,Salesforce
10844543,Inactive Investor,Kenneth Allison,,"Wells Fargo Clearing Services, LLC Ansonia CT 211 Main St",,,Salesforce
10908950,Inactive Investor,Vincent Valeriano,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",vincent.valeriano@wellsfargoadvisors.com,,Salesforce
352862,,Joao Freitas,International Investment Solutions,Vinci Partners,jpfreitas@vincipartners.com,,Event
11071250,Inactive Investor,Anthony-Jacob Girard,,Founders Financial Securities LLC Lansing MI 801 S Waverly Rd,,,Salesforce
10891728,Inactive Investor,Brandon Hastings,Financial Advisor,LPL Financial LLC Buford GA 2463 Buford Dam Rd,brandon.hastings@lpl.com,,Salesforce
9608059,,Timothy Augustine,,,tim@gierlaugustine.com,,List import
10932463,Inactive Investor,Allison Imbriglia,Financial Planner,"Pruco Securities, LLC. Saint Louis MO 12148 Lackland Rd",allison.cochrane@prudential.com,,Salesforce
10895854,Inactive Investor,Leslie King,Program Manager,"CUSO Financial Services, L.P. San Antonio TX Private Residence",,,Salesforce
10847376,Inactive Investor,Anthony Williams,Investment Advisor,PNC Investments Grand Rapids MI 3950 Plainfield Ave NE,anthony.r.williams@pnc.com,,Salesforce
9554079,,W. Kent Althouse,,,walthouse@massmutual.com,,List import
11136883,Inactive Investor,Deny Delgadillo,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",deny.delgadillo@tiaa.org,,Salesforce
11235159,Inactive Investor,Kevin Dugan,Financial Consultant,Smith & Wyatt Dublin OH 565 Metro Pl S,kevin@smithwyatt.com,,Salesforce
9562776,,Grarme liptrot,,,gray1984@live.co.uk,,List import
10810622,Inactive Investor,Catherine Nichols,President;Shareholder,"TCI Wealth Advisors, Inc.",catherine.nichols@tciwealth.com,,Salesforce
9550965,,John Christian,,,jack.christian@suntrust.com,,
10659950,,Mehulkumar Patel,,,mehul.h.patel@chase.com,,List Import
10646416,,Robert Fillingham,,,robert.fillingham@rbc.com,,List Import
10789849,Inactive Investor,Mervelyn Wyllie-Brause,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,mervelyn.wylliebrause@primerica.com,,Salesforce
353240,,Vamsi Potukuchi,Head APAC - Export Finance,INTESA SANPAOLO S.P.A,vamsi.potukuchi@intesasanpaolo.com,,Event
10835002,Inactive Investor,Ronald Stack,,Cobblestone Asset Management,ron@cobblestoneasset.com,,Salesforce
11173821,Inactive Investor,Kristine Weit,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
11116566,Inactive Investor,Tyler Vernieu,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
353098,,Peter Moore,Co-Founder and Research Architect,"Bullet Point Network, L.P.",peter@bulletpoint.network,,Event
10844295,Inactive Investor,Matthew Davis,Chief Compliance Officer;President,"Davis Financial Management, Inc.",matt@davisfinancialmanagement.com,,Salesforce
9587448,,Joel Suarez,,,joel.suarez@voya.com,,List import
11024242,Inactive Investor,Kristin Johnson,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,kristin.johnson@ceterais.com,,Salesforce
11156973,Inactive Investor,Jeffrey Fulmer,Chief Compliance Officer;Founder,Spectrum Capital Management,,,Salesforce
9612851,,Alexander Tollen,,,atollen@themcgowangroup.com,,List import
10813847,Inactive Investor,Justin Monahan,,Morgan Stanley Boston MA 28 State St,justin.monahan@morganstanley.com,,Salesforce
196903,,Drew Thompson,,"MML Investor Services, LLC (MassMutual)",dthompson49@massmutual.com,410-785-7654,
10999408,Inactive Investor,Dorian Makswiej,,J.P. Morgan Securities LLC Niles IL 9300 N Milwaukee Ave,dorian.makswiej@chase.com,,Salesforce
11182464,Inactive Investor,Stephanie Rupp,Chief Executive Officer;Partner,"Veris Wealth Partners, LLC",,,Salesforce
9541423,,Matt Miller,,,matthewmiller@bayview.com,,List import
11170053,Inactive Investor,Antoine Ceron Mendoza,,J.P. Morgan Securities LLC San Diego CA 13275 Black Mountain Rd,antoine.ceron-mendoza@jpmorgan.com,,Salesforce
11168213,Inactive Investor,Alejandro Gambirazio,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
11069017,Inactive Investor,Dana Lenardon,Client Service Associate,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,dana.lenardon@morganstanleypwm.com,,Salesforce
10852742,Inactive Investor,Jordan Schultz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",jordan.r.schultz@ml.com,,Salesforce
11024415,Inactive Investor,Humza Hashmi,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",hhashmi@cartyco.com,,Salesforce
11003236,Inactive Investor,Atatholee Johnson,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,ajohnson.3svhh@primerica.com,,Salesforce
11172387,Inactive Investor,Brian Jenks,Senior Financial Services Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",jenks.brian@principal.com,,Salesforce
11185703,Inactive Investor,Dylan Lucas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10870038,Inactive Investor,Richard Elliott,,Stonex Securities Inc. Boardman OH Private Residence,richard.elliott@saswealth.com,,Salesforce
9601440,,Federico Quattrini,,,federico.quattrini29@gmail.com,,List import
9623746,,Kirill Schmidt,,,kirill.schmidt@gmail.com,,List import
10869153,Inactive Investor,George Andrews,Financial Consultant,Thrivent Investment Management Inc. Lancaster CA 42305 10th St W,george.andrews@thrivent.com,,Salesforce
10840466,Inactive Investor,Joseph Worthy,Chief Compliance Officer;Financial Planner;Managing Member;Owner;President,Worthy Financial Services,jworthy@worthyassetmgmt.com,,Salesforce
11040217,Inactive Investor,Tony Brewer,Vice President,The Wealth Consulting Group,tony@wealthcg.com,,Salesforce
9626443,,Sabor Grant,,,saborgrantevents@gmail.com,,List import
11081561,Inactive Investor,Mariah Patrizi,,"Osaic Wealth, Inc. Rochester NY 130 Linden Oaks",,,Salesforce
11234223,Inactive Investor,Hannah Steege,,"Cambridge Investment Research, Inc. Sacramento CA 2180 Harvard St",,,Salesforce
10949156,Inactive Investor,Leslie Goodwin,,Edward Jones Junction City KS 340 W 7th St,,,Salesforce
11011711,Inactive Investor,Stefanie Daley,,"Raymond James & Associates, Inc.",stefanie.daley@raymondjames.com,,Salesforce
348008,,Thomsen Hearne,Associate,Arsenal Capital Management Lp,thearne@arsenalcapital.com,212-771-1717,Manual List Upload
9549424,,Edward Tomasko,"Chief Executive Officer, Owner","Financial Strategies Investment Advisor Services, Inc.",ed.tomasko@fsias.com,,List import
10612927,,Sagorica Rudra,Financial Advisor,,sagorica.rudra@lpl.com,,List Import
10619835,,Neal Price,,,nprice@stratwealth.com,,List Import
10943242,Inactive Investor,Daniel Wolf,,"First Heartland Capital, Inc. Saint Louis MO 230 S Bemiston Ave",dwolf@firstheartland.com,,Salesforce
9598878,,Timothy Smith,,,tim@graniteharbor.com,,List import
9550279,,Christopher Harrison,,,supreme3572012@gmail.com,,List import
10961048,Inactive Investor,Kelly Macdougall,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9562287,,Gina Bradley,,,gbradley@thecolonygroup.com,,List import
9620061,,Christian Levy,,,aaronjamiell@gmail.com,,List import
10834856,Inactive Investor,Edward Herrera,,LPL Financial LLC Palm Coast FL 1 Florida Park Dr S,eddie.herrera@lpl.com,,Salesforce
3162697,,Jack Hillery,,,jack@rocketplus.xyz,,
9585632,,Shrikant Nadkarni,,,shree@nexthorizonadvisors.com,,List import
11211052,Inactive Investor,James Elieff,,Stonex Securities Inc. Kendall Park NJ Private Residence,,,Salesforce
11109012,Inactive Investor,Jacqueline Irving,,PFS Investments Inc. Los Angeles CA 6820 La Tijera Blvd,jacqueline.irving@primerica.com,,Salesforce
10857364,Inactive Investor,Margaret Cassani,,PFS Investments Inc. Patchogue NY 475 E Main St,margaret.cassani@primerica.com,,Salesforce
11007167,Inactive Investor,Jack Djmal,,"Northwestern Mutual Investment Services, LLC Cedarhurst NY 445 Central Ave",jack.djmal@nm.com,,Salesforce
11095511,Inactive Investor,Joel Johnson,Financial Advisor,"Equitable Advisors, LLC Birmingham AL 22 Inverness Center Pkwy",joel.johnson@equitable.com,,Salesforce
9595306,,Vadim Formozal,,,vadimformozal.norse@gmail.com,,List import
10829684,Inactive Investor,Robert Ciapponi,Financial Advisor;Senior Vice President,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
10754569,Inactive Investor,William Champness,Financial Advisor;Wealth Advisor Associate,Morgan Stanley New York NY 55 E 52nd St,bill.champness@morganstanley.com,,Salesforce
11144867,Inactive Investor,Michael Robertson,Financial Professional;Vice President,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",smrobertson@financialguide.com,,Salesforce
204811,,Bill Duffy,,[Unknown],bill.duffy@fmr.com,,Content
9597858,,Toby Lafont,,,tlafont@carsoninstitutional.com,,List import
9634364,,Yassin NAsri,,,projectleads30@gmail.com,,List import
10901481,Inactive Investor,David Camarillo,Director - Advisory Services,"Smith Anglin Financial, LLC",dcamarillo@smithanglin.com,,Salesforce
11197197,Inactive Investor,Carlo Freese,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",carlo.freese@schwab.com,,Salesforce
10981761,Inactive Investor,Dale Sailors,,The AmeriFlex Group Laramie WY 1251 N 21st St,,,Salesforce
10859910,Inactive Investor,Jim Fisher,Financial Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",jim.fisher@ampf.com,,Salesforce
10925692,Inactive Investor,Marcos Acevedo,,"Osaic Wealth, Inc. Bunnell FL Private Residence",,,Salesforce
11235213,Inactive Investor,Justin Chastain,Financial Advisor,The Fiduciary Alliance,justin@parallelfinancial.com,,Salesforce
9615315,,Laszlo Hobor,,,laszloishappy@gmail.com,,List import
11099912,Inactive Investor,David Hansen,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",david.hansen@wellsfargoadvisors.com,,Salesforce
10968705,Inactive Investor,Jurek Chamorro,,LPL Financial LLC Nanuet NY 44 W Rte 59,jurek.chamorro@lpl.com,,Salesforce
10953557,Inactive Investor,Elise Schroeder,,Goldman Sachs & Co.,,,Salesforce
11196446,Inactive Investor,Craig Jefferis,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,craig.jefferis@jpmorgan.com,,Salesforce
11045768,Inactive Investor,Wiebke Rupard,,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,w.rupard@lpl.com,,Salesforce
11067982,Inactive Investor,Ephraim Ulmer,Secretary;Trustee;Vice President;Wealth Management Advisor,Godsey & Gibb Wealth Management Columbia SC 1310 Lady St,eulmer@godseyandgibb.com,,Salesforce
10856986,Inactive Investor,Felicia Erwin-Sanders,Financial Advisor,LPL Financial LLC Carrollton TX 2106 Menton Dr,felicia.erwin@lpl.com,,Salesforce
9544107,,Rose White,,,rosewhite@cnb.com,,List import
11002933,Inactive Investor,Marjorie Adams,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,madams@primerica.com,,Salesforce
10841806,Inactive Investor,Joseph Porcelli,Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Poughkeepsie NY 2649 South Rd",joe.porcelli@wellsfargoadvisors.com,,Salesforce
10806009,Inactive Investor,Michael Lamsfuss,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,mlamsfuss@ft.newyorklife.com,,Salesforce
232386,, -,,[[Unknown]],jarbooth@earthlink.net,,
182349,,bclcc naruto,,[Unknown],565837022@qq.com,,
10797054,Inactive Investor,Keith Boyd,Financial Advisor;Managing Partner,Gladstone Wealth Partners Flemington NJ 28 Mine St,keith.boyd@gladstonewealth.com,,Salesforce
11175381,Inactive Investor,Brent O'Neal,Financial Advisor,Edward Jones Saint Petersburg FL 212 Pasadena Ave S,,,Salesforce
11104181,Inactive Investor,Melissa Reis,Financial Assistant,"Ameriprise Financial Services, LLC Carlsbad CA 5927 Balfour Ct",melissa.reis@ampf.com,,Salesforce
10964271,Inactive Investor,Henry Warrington,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9626993,,Laurie Knight,,,lknight@nbwa.org,,List import
11109484,Inactive Investor,Emily Jung,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",emily.jung@nm.com,,Salesforce
9608263,,Songchan Kim,,,soaring20002002@gmail.com,,List import
9583209,,Bert Doerhoff,,,bdcpa@accubiz.net,,List import
11205051,Inactive Investor,Paul Murphy,Financial Planner,"Pruco Securities, LLC. Goldsboro NC 1306 Wayne Memorial Dr",paul.r.murphy@prudential.com,,Salesforce
10947883,Inactive Investor,Evan Bigler,,Vanguard Marketing Corporation,evan_bigler@vanguard.com,,Salesforce
10881768,Inactive Investor,Todd Frank,Chief Compliance Officer;President,Frank Financial Advisors,todd@frankfinancial.net,,Salesforce
11039860,Inactive Investor,Glenn Skoog,,"Dinosaur Financial Group, L.L.C",gskoog@dinogroup.com,,Salesforce
10893962,Inactive Investor,Brian Jimerson,,"Pruco Securities, LLC. Muskegon MI 837 Seminole Rd",brian.jimerson@prudential.com,,Salesforce
11240598,,Venkata Arun kumar Anappindi,,,arunanappindi@gmail.com,9455276120,Web Form Fillout
11220100,,Travis Unger,,,travis@mkrausco.com,,Other
10779579,Inactive Investor,Sean McCarthy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,sean.mccarthy@fidelity.com,,Salesforce
10844449,Inactive Investor,Jacob Leon,,"Kestra Investment Services, LLC Bellaire TX 6750 W Loop S",,,Salesforce
10993370,Inactive Investor,Sebastian Galindo Sosa,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10963440,Inactive Investor,Mecholah Cotrofeld,Premier Banker,"Wells Fargo Clearing Services, LLC Austin TX 3738 Bee Caves Rd",,,Salesforce
10917908,Inactive Investor,Darryl Adams,,PlanMember Securities Corporation Pittsburgh PA 5843 Brownsville Rd,,,Salesforce
341764,,Patten Pettway,Partner,"River Associates Investments (tn), Llc",ppettway@riverassociatesllc.com,423-755-0888,Manual List Upload
10978007,Inactive Investor,Chad Stafford,Premier Banker,"Wells Fargo Clearing Services, LLC Greensboro NC 308 Pisgah Church Rd",,,Salesforce
11127814,Inactive Investor,Sara Green,Financial Advisor,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",sara.e.green@ampf.com,,Salesforce
9559231,,Charles Gilbert,,,chuck.gilbert@citizenssecurities.com,,List import
10843285,Inactive Investor,Alex Canas,Investment Advisor Representative,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",alex.canas@voyafa.com,,Salesforce
10494173,,Matt Scorsune,,StoneX,matthew.scorsune@stonex.com,,List Import
10969838,Inactive Investor,Emily Wheeler,Financial Planning Associate,Attleboro Wealth Management LLC,ewheeler@attleborowealth.com,,Salesforce
9567721,,Jonathon Carley,,,jcarley11@gmail.com,,List import
11058019,Inactive Investor,Todd Phillips,,"Calton & Associates, Inc. Houston TX 3220 Audley St",tphillips@calton.com,,Salesforce
11000173,Inactive Investor,Scott Moser,Associate Advisor,Brighton Jones LLC,scott.moser@brightonjones.com,,Salesforce
1001801,Inactive Investor,McCal Tomen,Vice President,Legacy Knight,mccall@legacyknight.com, +1 214 240 4511,Organic Search
227586,,Eduardo -,,Eduardo [[Unknown]],edugalinha6@gmail.com,,
11178864,Inactive Investor,Austin Whitcher,,LPL Financial LLC Denver CO 2960 Simms St,a.whitcher@lpl.com,,Salesforce
249286,,Gustavo De Los Santos,,Mercdes Ventures LLC,gustavo@mvllc.nyc,,Manual List Upload
10809313,Inactive Investor,Josiann Strafaci,,"Hennion & Walsh, Inc.",jtirico@hennionandwalsh.com,,Salesforce
11092027,Inactive Investor,Brian Welch,,"Osaic Wealth, Inc. Jefferson City MO 3218 Emerald Ln",,,Salesforce
10774489,Inactive Investor,Gautam Uttamsingh,,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",gautam.uttamsingh@wellsfargoadvisors.com,,Salesforce
348517,,Scott Kelly,Managing Member,"801 West Capital Management, Llc",skelly@801westllc.com,503-548-1730,Manual List Upload
11196318,Inactive Investor,Steven Rich,,State Farm VP Management Corp. Decatur IN 230 S 2nd St,steve.rich.byu1@statefarm.com,,Salesforce
10805493,Inactive Investor,Kurt Britnell,,"Concourse Financial Group Securities, Inc. Bessemer AL 3985 Pine Ln SE",kurt.britnell@concoursefinancial.com,,Salesforce
1002346,Inactive Investor,Robert Kmetzo,Research Analyst,Boston College Endowment,robert.kmetzo@bc.edu,(617) 552-3193,
11174814,Inactive Investor,Conor Larkin,,Jefferies LLC,clarkin@jefferies.com,,Salesforce
10916856,Inactive Investor,Sean Parent,Financial Advisor,Edward Jones East Longmeadow MA 296 N Main St,sean.parent@edwardjones.com,,Salesforce
10825964,Inactive Investor,David White,Financial Advisor,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",david.white1@wellsfargoadvisors.com,,Salesforce
11171808,Inactive Investor,Isha Chande,,J.P. Morgan Securities LLC Aurora IL 4461 Fox Valley Center Dr,isha.chande@jpmorgan.com,,Salesforce
11211785,Inactive Investor,Suzanne Kach,Financial Advisor,"Ameriprise Financial Services, LLC Albert Lea MN 222 E Main St",suzanne.k.kach@ampf.com,,Salesforce
10892858,Inactive Investor,Thomas Czechowski,Financial Advisor,LPL Financial LLC Hamburg NY Private Residence,thomas.czechowski@lpl.com,,Salesforce
11070919,Inactive Investor,Morgan Arford,Chief Investment Officer,Comprehensive Wealth Management Lynnwood WA 4100 194th St SW,morgana@cwmnw.com,,Salesforce
11030843,Inactive Investor,Curt Black,,"Raymond James Financial Services, Inc. Scottsdale AZ 7450 E Pinnacle Peak Rd",curt.black@raymondjames.com,,Salesforce
9634202,,Amanda Kluever,,,amanda@ccsmadison.com,,List import
10841092,Inactive Investor,Douglas Brown,Financial Advisor;Vice President,Morgan Stanley Hartford CT 225 Asylum St,douglas.brown1@morganstanley.com,,Salesforce
11165408,Inactive Investor,Wesley Tellie,,Goldman Sachs & Co.,wesley.tellie@gs.com,,Salesforce
9646156,,Luis Amaya,,,luis83amaya@gmail.com,,List import
11233996,Inactive Investor,Matthew Zeliff,Financial Advisor,"Wells Fargo Clearing Services, LLC Cumming GA 106 W Maple St",matt.zeliff@wellsfargo.com,,Salesforce
11098671,Inactive Investor,Lellwyn Griffin,Financial Advisor,Edward Jones Birmingham AL 2041 Old Montgomery Hwy,lellwyn.griffin@edwardjones.com,,Salesforce
9557452,,Carlos Naupari,,,cn@salcantay.global,,List import
9595498,,Alison Elliott,,,alison@bakerstreetadvisors.com,,List import
10980463,Inactive Investor,Justin Soldan,Financial Advisor,"Ameriprise Financial Services, LLC Kerrville TX 301 Junction Hwy",justin.soldan@ampf.com,,Salesforce
11038450,Inactive Investor,Lorenzo Vigil,,J.P. Morgan Securities LLC Arvada CO 8015 Kipling St,lorenzo.vigil@jpmorgan.com,,Salesforce
10998639,Inactive Investor,Michelle Sheridan,,"Pruco Securities, LLC. Exton PA 717 Constitution Dr",michelle.sheridan@prudential.com,,Salesforce
11153570,Inactive Investor,Ruben Banerjee,,"Raymond James Financial Services, Inc. Rockville MD 2000 Tower Oaks Blvd",ruben.banerjee@raymondjames.com,,Salesforce
65189,,Frank Sisti,"Director - Business Development, Financial Advisor, Managing Director, Senior Managing Director",Clarfeld,frank@clarfeld.com,914-846-0100,
10793428,Inactive Investor,Summer Darkis,,J.P. Morgan Securities LLC Goodyear AZ 1370 N Litchfield Rd,summer.darkis@jpmorgan.com,,Salesforce
199928,,James Bishop,CCO,"Whitestar Advisors, Llc",jbishop@whitestarllc.com,561-999-9949,Manual List Upload
11038418,Inactive Investor,Julie Bradshaw,,"Fifth Third Securities, Inc. Nashville IN 100 Commercial St",julie.bradshaw@53.com,,Salesforce
11105079,Inactive Investor,Gerald McCready,Financial Advisor,LPL Financial LLC Denver PA 6 Jason Ave,jerry.mccready@lpl.com,,Salesforce
10858230,Inactive Investor,Gage Kasbeer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 1616 Concierge Blvd",gage.kasbeer@ml.com,,Salesforce
10914438,Inactive Investor,Joel Broersma,,HBW Advisory Services LLC Grand Rapids MI 3333 Deposit Dr NE,jbroersma@pathwayfd.com,,Salesforce
11046248,Inactive Investor,Nicholas Williams,Senior Portfolio Manager;Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Baltimore MD 1201 Wills St,nicholas.williams@morganstanley.com,,Salesforce
10890748,Inactive Investor,Jessica Engel,Financial Advisor,Edward Jones Evansville IN 608 SE 2nd St,jessica.scalfano@edwardjones.com,,Salesforce
11172727,Inactive Investor,Jahan Manasseh,Financial Advisor,Edward Jones Hubbardston MA 53 Gardner Rd,jahan.manasseh@edwardjones.com,,Salesforce
10974972,Inactive Investor,Nigest Solomon,,PFS Investments Inc. Torrance CA 20655 S Western Ave,nigest.solomon@primerica.com,,Salesforce
11194661,Inactive Investor,Brian Stark,Financial Consultant,Triumph Capital Management,brians@triumphcapitalmanagement.com,,Salesforce
11008984,Inactive Investor,Tenesia Walker,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,tenesia.walker@primerica.com,,Salesforce
11197704,Inactive Investor,Brad Abel,Financial Advisor,Edward Jones West Chester PA 206 W Miner St,brad.abel@edwardjones.com,,Salesforce
10850025,Inactive Investor,Willard Caton,Wealth Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,willard.caton@lpl.com,,Salesforce
160724,,Melvine LAWSON,,[Unknown],melvine.lawson1@gmail.com,,Paid Social
10938004,Inactive Investor,Jayesh Munj,,State Farm VP Management Corp. Troy MI 2916 E Long Lake Rd,jayeshmunj@statefarm.com,,Salesforce
10612729,,Craig Cutler,Financial Advisor,,craig.cutler@lpl.com,,List Import
10919098,Inactive Investor,Grover Stults,,"Avantax Investment Services, Inc. New Hope PA 1615 Pineville Rd",,,Salesforce
10785198,Inactive Investor,Lisa Canter,,The Huntington Investment Company Canal Winchester OH 37 S High St,lisa.canter@huntington.com,,Salesforce
9582368,,Susan Seitter,,,susan.r.seitter@suntrust.com,,List import
9628493,,Lindsey Swanson,,,swanson.lindsey@principal.com,,List import
4980102,,Angela Kunde,,Collier Inc,wrowe@hotmail.com,8887264613,Web Form Fillout
9642085,,John English,,,jackenglish1@gmail.com,,List import
11074158,Inactive Investor,Carol Schram,Compliance Consultant;Regulatory Contact,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",carol.schram@mutualofomaha.com,,Salesforce
11179287,Inactive Investor,Marco Willis,,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",,,Salesforce
10830585,Inactive Investor,Stephen Caton,Chief Investment Officer;Managing Member;Managing Partner;Partner,"Patron Partners, LLC",,,Salesforce
11137546,Inactive Investor,Marilyn Suey,,LPL Financial LLC San Ramon CA 6101 Bollinger Canyon Rd,marilyn.suey@lpl.com,,Salesforce
11200750,Inactive Investor,Leon Douglas,,PFS Investments Inc. Hesperia CA 17096 Sequoia St,leon.douglas@primerica.com,,Salesforce
11021874,Inactive Investor,Tanya Butler,Financial Advisor,Edward Jones Broken Arrow OK 2478 W New Orleans St,tanya.butler@edwardjones.com,,Salesforce
10930338,Inactive Investor,Donna Pollard,,"Allstate Financial Services, LLC Senoia GA 48 Main St",donnapollard1@allstate.com,,Salesforce
223604,,Mawahib Adams,,[Unknown],mawahibna@gmail.com,,Direct
11234538,Inactive Investor,Scott Rehm,,PNC Investments Powell OH 3932 Powell Rd,,,Salesforce
10819501,Inactive Investor,Jared White,,"Kestra Investment Services, LLC Southbury CT 2 Pomperaug Office Park",jared.white@kestrafinancial.com,,Salesforce
11006780,Inactive Investor,Stuart Jackson,Associate,Edward Jones Webster TX 711 W Bay Area Blvd,,,Salesforce
11062965,Inactive Investor,Lindsay Olsen,,"Osaic Wealth, Inc.",,,Salesforce
11084387,Inactive Investor,Kevin Tang,Financial Advisor,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,kevin.tang@lpl.com,,Salesforce
11033937,Inactive Investor,Alejandro Bruno,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",alejandro.bruno@equitable.com,,Salesforce
11152164,Inactive Investor,Susan Sandman,Financial Advisor,"Ameriprise Financial Services, LLC Bridgewater NJ 1661 Rte 22 W",susan.x.sandman@ampf.com,,Salesforce
10780684,Inactive Investor,Joseph Amsler,,Goldman Sachs & Co. Boston MA 125 High St,joseph.amsler@gs.com,,Salesforce
128396,,Ailish Kovarik,,Financial Engines Advisors L.l.c.,akovarik@financialengines.com,,
10780822,Inactive Investor,Troy Johnson,,Mutual of America Securities LLC Minneapolis MN 8300 Norman Center Dr,troy.johnson@mutualofamerica.com,,Salesforce
10956578,Inactive Investor,Prasanna Joshi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clark NJ 1050 Raritan Rd",,,Salesforce
10910861,Inactive Investor,Maureen Holloway,,State Farm VP Management Corp. Renton WA 2000 Benson Rd S,,,Salesforce
9560717,,James Easton,,,jeaston@sagepointadvisor.com,,List import
9646724,,Kate Archibald,,,katekarchibald@gmail.com,,List import
10961713,Inactive Investor,Salvatore Spatola,,J.P. Morgan Securities LLC New York NY 623 Broadway,salvatore.spatola@jpmorgan.com,,Salesforce
11098733,Inactive Investor,Cooper Lane,Client Service Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,cooper.lane@morganstanley.com,,Salesforce
10832268,Inactive Investor,Grant McMahon,Regional Vice President,"Equitable Advisors, LLC Ocala FL 2403 SE 17th St",grant.mcmahon@equitable.com,,Salesforce
10818553,Inactive Investor,Adam Jakubowitz,Investment Associate;Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,adam.d.jakubowitz@jpmorgan.com,,Salesforce
9618912,,Christopher Meuller,,,kitm@scm-lp.com,,List import
11046871,Inactive Investor,Jake Schaechter,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,jake.schaechter@morganstanley.com,,Salesforce
10956943,Inactive Investor,Tommie Reerink,,Goldman Sachs & Co.,,,Salesforce
11223121,,Kelly Richards,,,kelly.richards@allworthfinancial.com,,List Import
10786525,Inactive Investor,Justin Matarazzo,Associate Banker,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,justin.matarazzo@citigroup.com,,Salesforce
10827444,Inactive Investor,Peter Havens,Board of Managers;Chairman;Regulatory Contact,"Baldwin Investment Management, LLC Conshohocken PA 100 4 Falls Corporate Ctr",phavens@baldwinim.com,,Salesforce
11111034,Inactive Investor,Robert Whitehead,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",robert.c.whitehead@ampf.com,,Salesforce
10611850,,Matthew Sargent,Financial Advisor,,matthew.sargent@morganstanley.com,,List Import
9581054,,james stebbins,,,jimstebbins@gmail.com,,List import
9588064,,Matthew Daly,,,matt@rivercrestcap.com,,List import
10932177,Inactive Investor,Justin Williams,Vice President,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",justin.williams@raymondjames.com,,Salesforce
10969136,Inactive Investor,Calen Gondran,,"Osaic Wealth, Inc. Lafayette LA 106 Sears Dr",,,Salesforce
11079117,Inactive Investor,Mathias Bohorquez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",mathias.bohorquez@ml.com,,Salesforce
10788458,Inactive Investor,Meredith McCormick,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,mmccormick@rwbaird.com,,Salesforce
10994390,Inactive Investor,Jack Herb,,Park Avenue Securities LLC Cockeysville MD 307 International Cir,jack_herb@glic.com,,Salesforce
11187358,Inactive Investor,Charles Pokladnik,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7101 York Ave S",charles.l.pokladnik@ampf.com,,Salesforce
11086227,Inactive Investor,Heather McKinstry,,"First Command Brokerage Services, Inc. Virginia Beach VA 780 Lynnhaven Pkwy",hmckinstry@firstcommand.com,,Salesforce
11060667,Inactive Investor,John Wilkinson,,"Osaic Wealth, Inc. Auburn Hills MI 3069 University Dr",,,Salesforce
11152939,Inactive Investor,Henry Eversole,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,henry.eversole@lpl.com,,Salesforce
11143531,Inactive Investor,Paul Jacobson,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",jacobson.paul@principal.com,,Salesforce
10922917,Inactive Investor,Matthew Ryan,Wealth Management Analyst,UBS Financial Services Inc. San Diego CA 600 W Broadway,matthew.t.ryan@ubs.com,,Salesforce
338905,,Max Pantalena,Real Estate Team Member,Thackeray Partners,mp@thackeraypartners.com,214-360-7830,Manual List Upload
10790943,Inactive Investor,Mathew Kuhnau,Financial Advisor,Edward Jones Greendale WI 5634 Parking St,mathew.kuhnau@edwardjones.com,,Salesforce
10778362,Inactive Investor,Roy Parsons,Portfolio Management Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,ed.parsons@morganstanley.com,,Salesforce
11187353,Inactive Investor,Brent Wiedeman,Financial Consultant,"Ameriprise Financial Services, LLC Colby KS 240 W 4th St",brent.wiedeman@ampf.com,,Salesforce
10926350,Inactive Investor,Jeremy Porcha,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
11204695,Inactive Investor,Joel McLeroy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",cameron.mcleroy@ml.com,,Salesforce
10912389,Inactive Investor,Steven Newman,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",snewman@financialguide.com,,Salesforce
10925545,Inactive Investor,Robert Jones,,"Osaic Wealth, Inc. West Chicago IL Private Residence",,,Salesforce
234510,, -,,[[Unknown]],mowamu2@gmail.com,,Paid Social
11080465,Inactive Investor,Roark Young,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,ryoung@janney.com,,Salesforce
10611479,,Charles Noble,"Executive Vice President, Financial Advisor",,cnoble@janney.com,,List Import
11079481,Inactive Investor,Phillip McGrath,Financial Advisor,Edward Jones Anna IL 311 S Main St,phillip.mcgrath@edwardjones.com,,Salesforce
11199011,Inactive Investor,Theodore Zamerski,,"LaSalle St Securities, L.L.C. Bel Air MD Private Residence",tzamerski@lasallest.com,,Salesforce
9641243,,Kyveli Tzortzaki,,,kyveli.tzortzaki@gxblocks.net,,List import
9609525,,Alexander Meneses,,,ameneses995@gmail.com,,List import
9556425,,Abisoye Agunsoye,,,eliudsoye@gmail.com,,List import
10822404,Inactive Investor,Brett Holland,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lebanon PA 600 Isabel Dr",hollandb@stifel.com,,Salesforce
10612038,,John Scannell,Senior Advisor,,jscannell@hildenecap.com,,List import
332673,,Mike Rockwell,,TBD,bafihi6187@3dinews.com, +41345343354345,
10778593,Inactive Investor,Marshall Graham,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",marshall.graham@wellsfargoadvisors.com,,Salesforce
11033871,Inactive Investor,Nathanael Hahm,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",nathanael.hahm@aviorwealth.com,,Salesforce
10962871,Inactive Investor,Bradley Wilks,Senior Wealth Advisor,PBMares Wealth Management LLC Fairfax VA 12150 Monument Dr,bwilks@pbmareswealth.com,,Salesforce
11163784,Inactive Investor,Ashley Anklam,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11106547,Inactive Investor,Jeffrey Seidel,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,jeffrey.seidel@ubs.com,,Salesforce
10918403,Inactive Investor,Warren Metzger,,"Truist Investment Services, Inc. York PA 2508 Eastern Blvd",warren.metzger@truist.com,,Salesforce
11055870,Inactive Investor,David Dingman,,State Farm VP Management Corp. Fox Lake IL 42 E Grand Ave,,,Salesforce
11040310,Inactive Investor,Anthony Marrie,Regional Supervisory Principal,LPL Financial LLC Minneapolis MN 7209 Bristol Cir,anthony.marrie@lpl.com,,Salesforce
9860768,,Derrick Otis,,,derrick.otis@advref.com,,Web Form Fillout
11125769,Inactive Investor,Hannah Bucci,,"Charles Schwab & Co., Inc. Minneapolis MN 6996 France Ave S",hannah.bucci@schwab.com,,Salesforce
11141503,Inactive Investor,Joseph Strike,,"Osaic Wealth, Inc. Colorado Springs CO 1910 Vindicator Dr",,,Salesforce
144996,,Terrell Stauffer,,Carroll Financial Associates Inc,tstauffer@carrollfinancial.com,,
9563359,,Artur Horkh,,,salivont00@gmail.com,,List import
10878219,Inactive Investor,William Day,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Phoenix AZ 3131 E Camelback Rd",william.day@tiaa.org,,Salesforce
11107996,Inactive Investor,John Valentini,Chief Compliance Officer;Chief Operations Officer,Altfest Personal Wealth Management,johnv@altfest.com,,Salesforce
10979054,Inactive Investor,Maria Ulloa,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,msulloa@ft.newyorklife.com,,Salesforce
11031460,Inactive Investor,Kevin Severance,,Cetera Investment Services LLC Bryan TX 1716 Briarcrest Dr,,,Salesforce
11034209,Inactive Investor,Raderik Pickens,,PFS Investments Inc. Hattiesburg MS 5128 Old Hwy 11,raderikcortezpickens@primerica.com,,Salesforce
191114,,amin mahmoodabadi,,[Unknown],amin.mahmoodabadi20162@gmail.com,,source
352555,,Laird Green,"Financial Advisor, CFP","Abacus Planning Group, Inc.",laird@abacusplanninggroup.com,803-933-0054,Manual List Upload
10991725,Inactive Investor,Grant Bruce,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",grant.bruce@prudential.com,,Salesforce
10832962,Inactive Investor,Michael Haykin,Investment Advisor,"Haykin, Michael",,,Salesforce
11164564,Inactive Investor,Kelly Spicer,,"Allstate Financial Services, LLC Greenville NC 801 Moye Blvd",,,Salesforce
9584977,,Walter Juhnke,,,walter.juhnke@thrivent.com,,List import
11138341,Inactive Investor,Alice Holcomb,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,alice.holcomb@ubs.com,,Salesforce
11006359,Inactive Investor,Henry Kettler,,"Osaic Wealth, Inc. Houston TX 20405 State Hwy 249",,,Salesforce
10999479,Inactive Investor,Eleanor Tan,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,eleanor.tan.tb4n@statefarm.com,,Salesforce
180814,,Ray Nolte,,[Unknown],rnolte@skybridge.com,,Other
10911022,Inactive Investor,Philip Huff,Chief Financial Officer;Regulatory Contact,Rosenblum Silverman Sutton Sf Inc,phuff@rssic.com,,Salesforce
11065948,Inactive Investor,Jeremy Downs,Associate Vice President;Financial Advisor,Morgan Stanley Ithaca NY 130 E Seneca St,jeremy.downs@morganstanley.com,,Salesforce
10996478,Inactive Investor,Jennifer Rose Macion,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,jenniferrosea.macion@primerica.com,,Salesforce
10994891,Inactive Investor,Jose Disen,,J.P. Morgan Securities LLC Floral Park NY 27258 Grand Central Pkwy,jose.disen@jpmorgan.com,,Salesforce
10865997,Inactive Investor,Kelsey Morrison,Chief Compliance Officer;Vice President;Vice President - Insurance,"Duncan & Haley, Ltd.",erik@duncanhaley.com,,Salesforce
11044552,Inactive Investor,Spencer Davies,Vice President,J.P. Morgan Securities LLC Midvale UT 7045 S 1300 E,spencer.davies@jpmorgan.com,,Salesforce
10916122,Inactive Investor,Lauren Nassau,Financial Advisor,LPL Financial LLC South Bend IN Private Residence,lauren.nassau@lpl.com,,Salesforce
10856400,Inactive Investor,Lee Robinson,Financial Planner;Owner,Lee R. Robinson & Associates,,,Salesforce
1001261,Inactive Investor,Kevin Rutter,,Secondary Investor Emails,kevin.walter.rutter@gmail.com,,Organic Search
9572494,,Christopher Elias,,,christopher.elias@surveyor-capital.com,,List import
11182616,Inactive Investor,Alec Coombs,,MM Ascend Life Investor Services LLC,,,Salesforce
10880661,Inactive Investor,Brett Ketvertis,,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",brett.ketvertis@lfg.com,,Salesforce
10614012,,Steven Sheresky,"Financial Advisor, Senior Vice President",,steve.sheresky@rbc.com,,List Import
11181360,Inactive Investor,Edward Monroy,,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",edward.monroy@prudential.com,,Salesforce
11176020,Inactive Investor,Muhammad Sarwar,Assistant Vice President;Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",utbasarwar@ml.com,,Salesforce
1001761,Inactive Investor,Mark Anderson,General Partner,Pablo Capital,manderson@pablocapital.com, +1 904 900 2767,Database Upload
10777075,Inactive Investor,Deidre McAloon,Assistant Vice President;Wealth Management Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,deidre.martinez@morganstanley.com,,Salesforce
10889043,Inactive Investor,Carala Roik,,"Avantax Investment Services, Inc. Las Vegas NV 7881 W Charleston Blvd",,,Salesforce
222909,,Dante Brown,,[Unknown],d.amzingyadig@yahoo.com,,
9567962,,Eddie Sanford,,,edsanford9@gmail.com,,List import
9586754,,Thomas Sawyer,,,thomas.sawyer@lpl.com,,List import
11177291,Inactive Investor,Jacob White,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,,,Salesforce
11039530,Inactive Investor,Roger Aiken,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",roger.aiken@wellsfargoadvisors.com,,Salesforce
11093932,Inactive Investor,Robert Boswell,Investment Advisor Representative,"Equity Services, Inc. Media PA 1400 N Providence Rd",boswell_robert@nlvmail.com,,Salesforce
11063673,Inactive Investor,John Shaffer,Regional Vice President,PFS Investments Inc. Methuen MA 232 Pleasant St,jshaffer@primerica.com,,Salesforce
10772872,Inactive Investor,Paul Favours,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC East Brunswick NJ 300 State Rte 18",paul.favours@wellsfargo.com,,Salesforce
9574257,,James Moonan,,,jp.moonan@gmail.com,,List import
9548374,,David Hay,,,dhay@evergreencapital.net,,List import
9598321,,Chris Jordheim,,,cjordheim@stratoswealthpartners.com,,List import
10952416,Inactive Investor,Francisco Aguayo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 2550 El Camino Real",francisco.e.aguayo@ml.com,,Salesforce
11097879,Inactive Investor,Kelly Straub,Founder;Partner;Regional Director;Senior Managing Partner,Merit Financial Advisors Charlotte NC 4235 Southstream Blvd,kstraub@meritfa.com,,Salesforce
10796683,Inactive Investor,Todd Smith,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 3326 Mary St",,,Salesforce
9573193,,Griffin Hayden,,,griffinhayden13@gmail.com,,List import
11139585,Inactive Investor,William Scott,,"Raymond James Financial Services, Inc. Richmond VA 800 E Canal St",william.scott@raymondjames.com,,Salesforce
10824070,Inactive Investor,Paul Smith,Executive Director;Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Medford OR 3103 Signature Ct,paul.b.smith@morganstanley.com,,Salesforce
11089910,Inactive Investor,Evan Anderson,Client Advisor,Bragg Financial,evan@braggfinancial.com,,Salesforce
11046551,Inactive Investor,Michael Maglio,Managing Partner,Charter Advisory Group,mmaglio@charteradvisorygroup.com,,Salesforce
11230737,Inactive Investor,Tracy Franco,,LPL Financial LLC Westwood NJ 183 Old Tappan Rd,tracy.franco@lpl.com,,Salesforce
9630614,,Rembert Meyer-Rochow,,,rembertmeyerrochow@gmail.com,,List import
11087556,Inactive Investor,Iliana Cantu,Vice President,"Raymond James & Associates, Inc. Brownsville TX 3819 N Expy",iliana.cantu@raymondjames.com,,Salesforce
10863200,Inactive Investor,Susan Sidden,,Cetera Advisor Networks LLC Wantagh NY Private Residence,,,Salesforce
9580812,,Marcus Shaffer,,,marc@searcyfinancial.com,,List Import
10782715,Inactive Investor,Richard Washington,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,richard.washington@fidelity.com,,Salesforce
11133391,Inactive Investor,Susan Beagle,,Fidelity Brokerage Services LLC,,,Salesforce
4689898,,Arif Yanjireta,,,arifyanjireta@gmail.com,,Web Form Fillout
10876733,Inactive Investor,Christopher Olsen,Investment Advisor,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,christopher.olsen@jpmorgan.com,,Salesforce
9638598,,Adam Kempf,,,adam.kempf@nortonhealthcare.org,,List import
215251,,Stephen Ralph Gerbie,,[Unknown],ralph.gerbie@gmail.com,,source
9577607,,Eric Wall,,,ew.wall@verizon.net,,List import
10878019,Inactive Investor,Connor Lancaster,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",connor.lancaster@ml.com,,Salesforce
9621107,,Diwan Ahmad,,,diwan.97@hotmail.se,,List import
11146171,Inactive Investor,Aman Aggarwal,Director - Insurance Planning;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Raleigh NC 3800 Glenwood Ave,aman.aggarwal@morganstanley.com,,Salesforce
11105565,Inactive Investor,John Armstrong,,"Cambridge Investment Research, Inc. Ottawa IL 609 E Etna Rd",,,Salesforce
10912244,Inactive Investor,Gil Orbach,Chief Compliance Officer;Managing Member;Managing Partner,Integra Global Advisors LLC Stamford CT 243 Tresser Blvd,gil.orbach@integraga.com,,Salesforce
218818,,Brian McCullough,,[Unknown],briandmccullough@gmail.com,,
11169099,Inactive Investor,Jeffrey Bellinghausen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Richardson TX 2221 Lakeside Blvd",jeffrey.l.bellinghausen@ampf.com,,Salesforce
232810,, -,,[Unknown],kyosho26@hotmail.com,,
11191176,Inactive Investor,Martin Halberg,,"IFP Securities, LLC Atlanta GA 7 Piedmont Ctr NE",martin.halberg@ifpartners.com,,Salesforce
10808059,Inactive Investor,Daniel Polizzano,,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,daniel.polizzano@lpl.com,,Salesforce
10836697,Inactive Investor,James Lothspeich,Financial Advisor,Edward Jones Pocatello ID 1479 Bench Rd,jim.lothspeich@edwardjones.com,,Salesforce
10914632,Inactive Investor,Alexander Telidis,Owner;President,"Innovative Financial Solutions, Inc.",alex@ifsincaz.com,,Salesforce
10878109,Inactive Investor,Danya Karram,President;Principal,"Brilliant Advice, LLC",danya@brilliantadvice.net,,Salesforce
130102,,Stephanie Bemerer,,"Allworth Financial, L.p.",stephanie.bemerer@hansonmcclain.com,(513) 469-7500,
11032784,Inactive Investor,Gabriel Martin,Financial Advisor;Wealth Advisor,Citigroup Global Markets Inc. Chula Vista CA 352 H St,gabriel.martin@citi.com,,Salesforce
11080417,Inactive Investor,Peter Fullerton,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,pete.fullerton.p4ih@statefarm.com,,Salesforce
9626199,,Paula Smith,,,paulanbama@yahoo.com,,List import
10648404,,Nicholas Andersen,,,nicholas.andersen@fmr.com,,List Import
11221426,,Barbara Rishel,,,barb@tuftoncapital.com,,List Import
10815044,Inactive Investor,Heidi Knight,,"Osaic Wealth, Inc. Benbrook TX Private Residence",,,Salesforce
10647195,,David Kempfe,,,david.kempfe@transamerica.com,,List Import
11028515,Inactive Investor,Stephen Carbaugh,Financial Advisor,"Ameriprise Financial Services, LLC Clackamas OR 10121 SE Sunnyside Rd",stephen.carbaugh@ampf.com,,Salesforce
230496,, -,,[[Unknown]],jsnsexton@gmail.com,,Organic Search
11062483,Inactive Investor,Victoria Lilley,Financial Advisor,Thrivent Investment Management Inc. Perkasie PA 101 N 5th St,victoria.lilley@thrivent.com,,Salesforce
10811889,Inactive Investor,Gregory Woo,Portfolio Management Director,Morgan Stanley Honolulu HI 733 Bishop St,gregory.woo@morganstanley.com,,Salesforce
11089931,Inactive Investor,Robert Wolfe,Senior Wealth Manager,WealthFD,,,Salesforce
10869091,Inactive Investor,Cristina Torres Medina,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10772705,Inactive Investor,Stewart Rallis,Manager;Managing Principal;Member,"Stairway Partners, LLC Minneapolis MN 4999 France Ave S",,,Salesforce
10645615,,Marie-Christine Tiseo,,,ctiseo@lincolninternational.com,,List Import
11110092,Inactive Investor,Sean Cauvel,Managing Partner,"Westmount Partners, LLC",scauvel@westmount.com,,Salesforce
11055391,Inactive Investor,Fugitt Young,Managing Director,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",z.young@nm.com,,Salesforce
10757842,Inactive Investor,Bryan Harmon,Financial Advisor;Financial Planning Specialist,Morgan Stanley Westport CT 500 Post Road E,bryan.harmon@morganstanley.com,,Salesforce
11005945,Inactive Investor,Derric Isensee,,"Ameriprise Financial Services, LLC Merrillville IN 300 E 90th Dr",,,Salesforce
11222410,,Jonathan Bradley,,,jebradley@cristatawealth.com,,List Import
9594570,,Thresa Alexander,,,talexander@afp-advisors.com,,List import
189991,,Dana Endres,Financial Advisor,"VALIC Financial Advisors, Inc.",dana.endres@valic.com,813-961-1019,
230793,, -,,[[Unknown]],scornavacca@comcast.net,,
10818042,Inactive Investor,David Topolnicki,,State Farm VP Management Corp. Castle Rock CO 390 S Wilcox St,,,Salesforce
10792298,Inactive Investor,Monica Joffre,,Fidelity Brokerage Services LLC,,,Salesforce
11034549,Inactive Investor,James Artale,Wealth Advisor,Commonwealth Financial Network Aurora OH 251 W Garfield Rd,jartale@commonwealth.com,,Salesforce
9581137,,sune keller,,,sunekeller91@gmail.com,,List import
11212089,Inactive Investor,Matthew Bush,Financial Advisor,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,mbush@rwbaird.com,,Salesforce
11196451,Inactive Investor,Annika Franz,Private Client Advisor,J.P. Morgan Securities LLC Boulder CO 6300 Gunpark Dr,annika.l.franz@jpmorgan.com,,Salesforce
10863441,Inactive Investor,James Judge,Executive Officer;Partner;President,"Ethos Financial Group, LLC",jjudge@ethosfg.com,,Salesforce
9590303,,Kha Nguyen,,,nguyenk02@yahoo.com,,List import
11220223,,Jill McGruder,,,jill.mcgruder@touchstoneinvestments.com,,Other
10988725,Inactive Investor,Andrew Foshee,,"Osaic Wealth, Inc. Birmingham AL 1 Perimeter Park S",,,Salesforce
10803654,Inactive Investor,Robert McGreen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",robert_mcgreen@ml.com,,Salesforce
9576958,,David Whaley,,,david.whaley@voya.com,,List import
6683297,,Joli Ramharter-adair,,,jolijoli8679@icloud.com,,Web Form Fillout
10941278,Inactive Investor,Luther Bazzle,,"Avantax Investment Services, Inc. Elkton VA Private Residence",,,Salesforce
10916822,Inactive Investor,Tyler McGlasson,,"Allstate Financial Services, LLC Fort Worth TX 308 N Jim Wright Fwy",tylermcglasson@allstate.com,,Salesforce
198203,,John Heffern,,[Unknown],jaheffern@kcaconsult.com,,
11064205,Inactive Investor,Lena Cortez,Financial Advisor,Edward Jones Thibodaux LA 121 E Bayou Rd,lena.cortez@edwardjones.com,,Salesforce
9542865,,Sam Farrington,,,srf0105@gmail.com,,List import
9588424,,Derek Burke,,,dburke@fscorp.com,,List import
9647775,,Qamar Salim,,,qammythewammy@hotmail.com,,List import
11023521,Inactive Investor,Mohammed Erfan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10618786,,Byron Mandell,,,byron@chicagopartnersllc.com,,List Import
214504,,Steve Meyer,,United States,stevem1234@hotmail.com,,
11107107,Inactive Investor,Ken Carlson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ken_carlson@vanguard.com,,Salesforce
11050941,Inactive Investor,Robert Eifert,Associate Advisor,"Cahaba Wealth Management, Inc. Birmingham AL 3800 Colonnade Pkwy",robert.eifert@cahabawealth.com,,Salesforce
10823791,Inactive Investor,James Ostyn,,Cetera Investment Services LLC Meridian ID 2560 E Fairview Ave,james.ostyn@ceterais.com,,Salesforce
10606415,,Lisa Leonard-Hueth,"Branch Manager, Financial Advisor, Senior Vice President","Wells Fargo Clearing Services, LLC",lisa.leonard@wellsfargoadvisors.com,973-564-6900,List Import
10828340,Inactive Investor,Giovanna Pagano-Decker,,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",joanne.pagano-decker@wellsfargo.com,,Salesforce
11176111,Inactive Investor,Jesus Alcantar,,"Wells Fargo Clearing Services, LLC Calexico CA 250 E 4th St",jesus.alcantar@wellsfargo.com,,Salesforce
11229953,Inactive Investor,Timothy Corley,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",,,Salesforce
10730207,,Juan Tardivo,,,ftardivo88@gmail.com,,Web Form Fillout
10888120,Inactive Investor,Heather George,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10945927,Inactive Investor,Roger Perry,,"Truist Investment Services, Inc.",,,Salesforce
11203352,Inactive Investor,Leslie Childs,Chief Compliance Officer;Director - Operations,"MB, Levis & Associates, LLC Center Valley PA 4647 E Valley Rd",,,Salesforce
11136735,Inactive Investor,Brenda Kelly,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",,,Salesforce
10801742,Inactive Investor,Tammi Lauder,Advisor;Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Stamford CT 300 Stamford Pl,tlauder@rockco.com,,Salesforce
11070145,Inactive Investor,Margaret Dewitt,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,margaret.e.dewitt@chase.com,,Salesforce
10887094,Inactive Investor,Joseph Simons,Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
11019279,Inactive Investor,Raeschelle Ortiz,,"Allstate Financial Services, LLC Green Valley AZ 231 W Esperanza Blvd",,,Salesforce
11010848,Inactive Investor,Trinity Hawthorne,,LPL Financial LLC Grand Island NE 410 Lexington Cir,trinity.hawthorne@lpl.com,,Salesforce
9627997,,Michael Cramer,,,mcramer@jasperridge.com,,List import
10864514,Inactive Investor,Michael Harrington,Financial Advisor,LPL Financial LLC Dawsonville GA 6372 Hwy 53 E,michael.harrington@lpl.com,,Salesforce
10958443,Inactive Investor,Cody Bauer,,"Westpark Wealth Advisors, Inc. Winnie TX 1790 Bauer Rd",,,Salesforce
10951268,Inactive Investor,Laura O'Connor,Private Client Advisor,"First National Advisers, LLC",,,Salesforce
9634476,,Mary Randel,,,mrandel@oldsecond.com,,List import
10845490,Inactive Investor,Christopher Dennis,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",chris.dennis@wellsfargoadvisors.com,,Salesforce
346371,,David Traff,Member,Bisonwood Financial Management,david@bisonwood.com,903-593-2396,Manual List Upload
11064996,Inactive Investor,Christa Mcgrew,,"Raymond James Financial Services, Inc. Columbus OH 8351 N High St",,,Salesforce
9592858,,Damion Collins,,,leo072981@gmail.com,,List import
10949930,Inactive Investor,Brett Bouchard,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsford NY 20 N Main St",brett.bouchard@wfafinet.com,,Salesforce
10860036,Inactive Investor,Sondra Goldstein,Financial Advisor,Park Avenue Securities LLC West Palm Beach FL 2056 Vista Pkwy,sondra_goldstein@glic.com,,Salesforce
11068833,Inactive Investor,Michael Mullins,Financial Advisor,Edward Jones Smithfield NC 111 S 3rd St,mike.mullins@edwardjones.com,,Salesforce
9597588,,Nosher Hassan,,,nosherhassan2@gmail.com,,List import
11159341,Inactive Investor,Stephana Thomas,,J.P. Morgan Securities LLC New York NY 810 7th Ave,,,Salesforce
128249,,Colleen Dumke,,Fiducient Advisors Llc,cdumke@dimeoschneider.com,,
232409,, -,,[Unknown],sophiamybaby0918@gmail.com,,
11216922,,Thomas Hogan,,,thomas.hogan@nb.com,,Other
9635659,,Jennifer Asher?,,,jennifer@foryourfuture.net,,List import
11004874,Inactive Investor,Benjamin Strickland,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",,,Salesforce
10881042,Inactive Investor,Travis Knapp,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",travis.knapp@ampf.com,,Salesforce
9640863,,Farhan Hussain,,,f_hussain09@hotmail.co.uk,,List import
11144777,Inactive Investor,Deborah Williams,Financial Advisor;Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,deborah.s.williams@morganstanley.com,,Salesforce
11182498,Inactive Investor,Peyton Townsend,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",peyton.townsend@rbc.com,,Salesforce
9646821,,Rosann Halleran,,,rhalleran@nepc.com,,List import
10936032,Inactive Investor,Brett Caldwell,Senior Financial Advisor,"Modera Wealth Management, LLC Ft. Lauderdale FL Private Residence",brettc@moderawealth.com,,Salesforce
11115167,Inactive Investor,Ghislain Gouraige,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
10979414,Inactive Investor,Carolyn King,,"Equity Services, Inc. Sussex NJ Private Residence",cking@nationallife.com,,Salesforce
10765061,Inactive Investor,Jeanine Gaston,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",gastonj@stifel.com,,Salesforce
371138,,Timothy Shanahan,,United States,tfshanahan@gmail.com,,Salesforce
11031708,Inactive Investor,Gabriella Delmonaco,,"Ameriprise Financial Services, LLC White Plains NY 50 Main St",gabriella.delmonaco@ampf.com,,Salesforce
9592281,,Vlad Prtcu,,,vladpetcu5@gmail.com,,List import
10912630,Inactive Investor,Giovanni Migliaccio,,"Osaic Wealth, Inc. Hauppauge NY 225 Wireless Blvd",,,Salesforce
10971968,Inactive Investor,Travis Mitchen,,"Avantax Investment Services, Inc. Yellville AR Private Residence",,,Salesforce
11254104,Inactive Investor,Kevin Ozbay,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",kevin.ozbay@prudential.com,,Salesforce
9580712,,Carrie Onorato,,,carrie.onorato@voyafa.com,,List import
9546447,,Michael Whitney,,,mwhitney@nbwcapital.com,,List import
10887351,Inactive Investor,Benjamin Carew,Co-Chief Investment Officer;Portfolio Manager;Vice President,Tandem Investment Advisors Inc,bcarew@tandemadvisors.com,,Salesforce
10875301,Inactive Investor,Declan Rogers,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",declan.rogers@ml.com,,Salesforce
100751,,Alfred Morrison,Managing Member & Chief Compliance Officer,Asset Strategy Consultants Llc,morrison@assetstrategyconsultants.com,410-528-8282,Manual List Upload
9633419,,Mari C.,,,cindycupri@gmail.com,,List import
217237,,René Rivera,,[Unknown],renerivera3004@gmail.com,,source
10845733,Inactive Investor,Howell Ogeary,Financial Advisor,"Equitable Advisors, LLC Henderson NC 64 Red Oak Rd",howell.ogeary@equitable.com,,Salesforce
10968887,Inactive Investor,Russell Cumbea,Brokerage Director,"MML Investors Services, LLC Glen Allen VA 4551 Cox Rd",,,Salesforce
11230365,Inactive Investor,Tyler Howard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10762183,Inactive Investor,Dana Metting,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",dana_haukness@ml.com,,Salesforce
346159,,Susan Hanratty,Associate General Counsel,Rubenstein Partners,shanratty@rubensteinpartners.com,215-563-3558,Manual List Upload
10971796,Inactive Investor,Michael Anderson,,Fidelity Brokerage Services LLC,,,Salesforce
9580194,,Charles Yarnold,,,cyarnold@focusedwealthmgmt.com,,List import
10859808,Inactive Investor,Terry Backmann,Partner,Jordan Financial Life Planning,,,Salesforce
11200528,Inactive Investor,Mark Smith,,"Sanford C. Bernstein & Co., LLC Stamford CT 290 Harbor Dr",,,Salesforce
10952846,Inactive Investor,Kiaran Stewart,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11081194,Inactive Investor,Douglas Dutcher,,"Osaic Wealth, Inc. Huntsville AL 1101 McMurtrie Dr NW",,,Salesforce
11061017,Inactive Investor,Jason Visner,Financial Advisor,Brook Capital,jvisner@ramiahgroup.com,,Salesforce
11195902,Inactive Investor,Roxana Magnani,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",roxana_magnani@ml.com,,Salesforce
11198240,Inactive Investor,Indranath Lahiri,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",lahiri.indranath@ml.com,,Salesforce
11087164,Inactive Investor,Ben Swim Swim,Financial Advisor,Edward Jones Anderson CA 2775 Ventura St,ben.swim@edwardjones.com,,Salesforce
9627815,, -- --,,,name@gmail.com,,List import
10821792,Inactive Investor,Mckinzie Soderstrum,Registered Associate,Morgan Stanley Englewood CO 5251 DTC Pkwy,mckinzie.soderstrum@ms.com,,Salesforce
10865293,Inactive Investor,Sean Milton,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,sean.milton@fidelity.com,,Salesforce
10877609,Inactive Investor,Briana Prucha,Financial Advisor,Edward Jones Kingwood TX 1710 W Lake Houston Pkwy,briana.prucha@edwardjones.com,,Salesforce
10686299,,SHAHIN PARBAJ,,,worldblockchair19@gmail.com, +8801623725914,Web Form Fillout
11052495,Inactive Investor,Gary Seibel,Financial Advisor,Trutoro,gary@veritasmail.com,,Salesforce
10908485,Inactive Investor,Donald Bergis,Founder;Partner,Authentikos Wealth Advisory LLC,don@regentwm.com,,Salesforce
11196936,Inactive Investor,Artur Rostomyan,,J.P. Morgan Securities LLC Glendale CA 500 N Glendale Ave,artur.rostomyan@jpmorgan.com,,Salesforce
11131127,Inactive Investor,John Hilty,,"Charles Schwab & Co., Inc. Asheville NC 1655 Hendersonville Rd",,,Salesforce
11200927,Inactive Investor,Philip Gleason,,Cetera Advisor Networks LLC Pasadena CA 301 E Colorado Blvd,gleasonp@ceteranetworks.com,,Salesforce
9640506,,sdsd ghrrrr,,,fssgf@xenon.fun,,List import
10960920,Inactive Investor,Byron Gustus,Chief Financial Officer;Investment Advisor Representative,"Cornerstone Select Advisors, LLC",byron.gustus@csastl.com,,Salesforce
11009702,Inactive Investor,Mark Daniel,,"Allstate Financial Services, LLC New Smyrna Beach FL 2236 State Road 44",markdaniel@allstate.com,,Salesforce
10861684,Inactive Investor,Yarwijn Dutkiewicz,Assistant Vice President;Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",yarwijn.l.dutkiewicz@ml.com,,Salesforce
10765173,Inactive Investor,Jonathan Robinson,,"Truist Investment Services, Inc. Asheville NC 301 College St",jay.robinson@truist.com,,Salesforce
10818668,Inactive Investor,James Love,,"Northwestern Mutual Investment Services, LLC San Marcos TX 210 N Edward Gary St",james.r.love@nm.com,,Salesforce
11044998,Inactive Investor,Robyn Lista,,"Raymond James Financial Services, Inc. Saint Petersburg FL 447 3rd Ave N",robyn.lista@raymondjames.com,,Salesforce
234460,, -,,[[Unknown]],jrbergrud30@yahoo.com,,
10921543,Inactive Investor,Patrick Gorkow,,"Osaic Wealth, Inc. Van Horne IA 102 2nd St",,,Salesforce
10766600,Inactive Investor,James Seyler,,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,jseyler@dadco.com,,Salesforce
10892382,Inactive Investor,Timothy Zitter,Associate Representative;Financial Consultant,Thrivent Investment Management Inc. Overland Park KS 7270 W 98th Ter,tim.zitter@thrivent.com,,Salesforce
11197215,Inactive Investor,Dan Roasa,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Mateo CA 1300 S El Camino Real",dan.roasa@schwab.com,,Salesforce
11260564,Inactive Investor,Saied Zeinali,,"Allstate Financial Services, LLC Sun Valley CA 8485 Glenoaks Blvd",,,Salesforce
11143274,Inactive Investor,Parker Brean,Assistant Branch Manager;Vice President,Hilltop Securities Inc. San Diego CA 750 B St,parker.brean@hilltopsecurities.com,,Salesforce
10917941,Inactive Investor,Matthew Barbacane,,Vanguard Marketing Corporation,matthew_barbacane@vanguard.com,,Salesforce
11064280,Inactive Investor,Lara Umberger,Financial Advisor,Edward Jones Crosby TX 15010 FM 2100 Rd,lara.umberger@edwardjones.com,,Salesforce
11237160,Inactive Investor,Kenneth Hubbard,Investment Advisor,"Leavell Investment Management, Inc. Alexander City AL Private Residence",,,Salesforce
11229602,Inactive Investor,Andi Wang,,Jefferies LLC,,,Salesforce
9550366,,Summer North,,,summerknorth@yahoo.com,,List import
11028677,Inactive Investor,Joseph Barry,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9622517,,Chien Nguyen,,,nguyenhochien0602@gmail.com,,List import
11094544,Inactive Investor,Michael Loolara,,State Farm VP Management Corp. Baton Rouge LA 8755 Sullivan Rd,,,Salesforce
10799811,Inactive Investor,William Barron,,NYLIFE Securities LLC Soquel CA Private Residence,wbarron@ft.newyorklife.com,,Salesforce
9563243,,Barbara Linnard,,,bvl@linnardfinancial.com,,List import
204348,,Gerard Theron,,South Africa,gerardthrn@gmail.com,,
11037689,Inactive Investor,David Miller,Senior Wealth Manager,"Surepath Financial Services, LLC Peachtree Corners GA 5425 Peachtree Pkwy",dmiller@surepathfs.com,,Salesforce
10904587,Inactive Investor,Fushan Korfi,,J.P. Morgan Securities LLC Tujunga CA 6589 Foothill Blvd,fushan.korfi@jpmorgan.com,,Salesforce
10806953,Inactive Investor,Gregory Gilbert,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",ggilbert@ampf.com,,Salesforce
10990216,Inactive Investor,Rochester Mugumbate,,"Avantax Investment Services, Inc. Bismarck ND 840 43rd Ave NE",,,Salesforce
154002,,Mony Halabi,,[Unknown],monyhalabi21@gmail.com,,source
11174203,Inactive Investor,Kelvin Murphy,Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,kelvin.murphy@corient.com,,Salesforce
11023050,Inactive Investor,Nicholas Pronovost,Financial Advisor,Robert W. Baird & Co. Incorporated Portland ME 129 Middle St,npronovost@rwbaird.com,,Salesforce
10646298,,Noah Borwick,,,noah.borwick@lpl.com,,List Import
10899791,Inactive Investor,Jeffrey Altomari,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Highland NY 652 State Rte 299",,,Salesforce
10920693,Inactive Investor,Bridget Languth,,Janney Montgomery Scott LLC Saratoga Springs NY 60 Railroad Pl,blanguth@janney.com,,Salesforce
10753322,Inactive Investor,Jodi Edney,Goals Based Consultant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spartanburg SC 295 E Main St",jodi_edney@ml.com,,Salesforce
11148116,Inactive Investor,Kimberly Stratton,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
9645033,,Christopher Norwine,,,cnorwine11@gmail.com,,List import
9604609,,David Creager,,,ddcreager@gmail.com,,List import
11206710,Inactive Investor,Caleb Sayre,Financial Advisor,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",caleb.sayre@raymondjames.com,,Salesforce
337652,,Scott Lefebre,Member,Seneca Financial Advisors Llc,slefebre@senecafinancialadvisors.com,585-203-1211,Manual List Upload
9594666,,Dirk Klitsch,,,dirk.klitsch@helvetia-ia.com,,List import
11058379,Inactive Investor,Susan Cassell,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",susan_cassell@ml.com,,Salesforce
9600809,,Dominic Baldini,,,dbaldini@emersonequity.com,,List import
10859916,Inactive Investor,Adam Riback,,Fidelity Brokerage Services LLC Scarsdale NY Private Residence,adam.riback@fmr.com,,Salesforce
9642659,,quinton caldwell,,,quintoncaldwelljr@gmail.com,,List import
11260172,Inactive Investor,Rungroj Geytenbeek,,Deutsche Bank Securities Inc. Chicago IL 222 S Riverside Plz,,,Salesforce
10977754,Inactive Investor,Christopher Rosenau,,"Wells Fargo Clearing Services, LLC Minneapolis MN 6315 University Ave NE",,,Salesforce
10939258,Inactive Investor,Miguelangel Burdier,,NYLIFE Securities LLC Kissimmee FL Private Residence,mburdier@ft.newyorklife.com,,Salesforce
9552239,,Neil Macdonald,,,n.macdonald@brsa.com.au,,List import
11147896,Inactive Investor,Alan Tran,,NYLIFE Securities LLC New York NY 285 Fulton St,abtran@ft.newyorklife.com,,Salesforce
11170566,Inactive Investor,Jennifer Dunklin,Client Service Associate;Senior Client Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,jennifer.dunklin@ubs.com,,Salesforce
337873,,Kevin Johnson,Chief Financial Officer (adviser),Antipodean Advisors Llc,kj@antipodeanadvisors.com,212-339-5202,Manual List Upload
11117179,Inactive Investor,Shane Thompson,,"Osaic Wealth, Inc. Oklahoma City OK 4334 NW Expy",,,Salesforce
11038342,Inactive Investor,John Groe,,Goldman Sachs Custody Solutions Colorado Springs CO 5475 Mark Dabling Blvd,,,Salesforce
11105444,Inactive Investor,Melissa McCann,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,melissa.mccann@altruist.com,,Salesforce
11056838,Inactive Investor,David Miller,,"MML Investors Services, LLC Lynn MA 84 Lewis St",dpmiller2@financialguide.com,,Salesforce
11186160,Inactive Investor,Mandy Endicott,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
10823314,Inactive Investor,Catharine Weber,Financial Advisor,"RBC Capital Markets, LLC Hagerstown MD 40 S Potomac St",catharine.weber@rbc.com,,Salesforce
10904567,Inactive Investor,Ronald Eckloff,Financial Planner;Investment Representative,LPL Financial LLC Kearney NE 5508 N Ave,ron.eckloff@lpl.com,,Salesforce
11190966,Inactive Investor,Valerie Chupe,Chief Compliance Officer;Operations Manager,"Pazera Capital Management, Inc.",valerie@pazera.com,,Salesforce
9555058,,John Rigney,,,john.rigney@hancockwhitney.com,,List import
10944424,Inactive Investor,Blake Zalapi,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9610046,,Ken Walker,,,ken.walker@comcastg.net,,List import
11203103,Inactive Investor,Stacie Craddock,Chief Compliance Officer,Panoramic Investment Advisors,stacie.craddock@panoramicia.com,,Salesforce
9571138,,Tobias Cardone,,,tobias.cardone@voyafa.com,,List import
9576795,,Mateusz Maciejczyk,,,mati212121@op.pl,,List import
10908899,Inactive Investor,Zachary Meyers,,"Grove Point Investments, LLC Rockville MD 3206 Tower Oaks Blvd",zmeyers@hbeckinc.com,,Salesforce
11031747,Inactive Investor,Alexander Gemple,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10766907,Inactive Investor,Iselle Obregon,Assistant Vice President;Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",iselle.obregon@ml.com,,Salesforce
231099,, -,,[[Unknown]],526827869@qq.com,,
9549324,,Daniel Shannon,,,djsnoonan@aol.com,,List import
10950266,Inactive Investor,Ryan McQuillan,Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",ryan.mcquillan@aviorwealth.com,,Salesforce
10923255,Inactive Investor,Juan Diaz,,State Farm VP Management Corp. Las Vegas NV 352 S Jones Blvd,uan.diaz.mrra@statefarm.com,,Salesforce
9580516,,Mark Sutherland,,,marksutherland@financialguide.com,,List import
11042297,Inactive Investor,David Weitgenant,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,david.weitgenant@jpmorgan.com,,Salesforce
11008136,Inactive Investor,Aaron Griffin,Financial Consultant,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",aaron.griffin@equitable.com,,Salesforce
203661,,Jameson Lopp,,[[Unknown]],jameson.lopp@gmail.com,,Initial Salesforce Import
9637917,,Richard Evans,,,revans@deberepartners.com,,List import
11003314,Inactive Investor,Lance Weaver,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,,,Salesforce
9603955,,Joseph Krasowski,,,jkrasowski1!@gmail.com,,List import
11055189,Inactive Investor,Orisia Jarvis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11140464,Inactive Investor,Thomas Watson,,"Crews & Associates, Inc.",mwatson@crewsfs.com,,Salesforce
10615652,,Robert Mehlin,Financial Advisor,,rmehlin@keyclientfa.com,,List Import
11135907,Inactive Investor,Roy Gutierrez,,PFS Investments Inc. Covina CA 320 W Badillo St,roy.gutierrez@primerica.com,,Salesforce
10966438,Inactive Investor,Kenneth Walton,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10769939,Inactive Investor,Maria Govea,,Jefferies LLC Miami FL 1450 Brickell Ave,mgovea@jefferies.com,,Salesforce
10909235,Inactive Investor,Jennifer Wilson,,J.P. Morgan Securities LLC Jamaica NY 16540 Baisley Blvd,jennifere.wilson@chase.com,,Salesforce
10832356,Inactive Investor,James Riske,Financial Advisor,Thrivent Investment Management Inc. Utica MI 48639 Hayes Rd,james.riske@thrivent.com,,Salesforce
106869,,Chris Alter,,"CSS,LLC",chris.alter@csstrading.com,3129195295,
172293,,Tyler Schaefer,,[Unknown],tschaefe32@yahoo.com,,Organic Search
11193345,Inactive Investor,Justin Luscombe,,PFS Investments Inc. Longview TX 3122 Nealy Way,justin.luscombe@primerica.com,,Salesforce
53074,,???? ?????????,,Russia,yura379@mail.ru,,
9586100,,William Lloyd,,,bill.lloyd@spireip.com,,List import
10796259,Inactive Investor,Eric Moxon,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",moxone@stifel.com,,Salesforce
11019513,Inactive Investor,Daniel Shvartsman,Chief Compliance Officer;Founder;Managing Member,Middle Coast Investing LLC,daniel@middlecoastinvesting.com,,Salesforce
9559979,,Tanya Walliser,,,tanya@condorcapital.com,,List import
9592949,,Saurabh Goyal,,,saurabh.saurabhgoyal2@gmail.com,,List import
10619839,,Brian Korienek,,,bkorienek@goldstonefinancialgroup.com,,List Import
11080832,Inactive Investor,Ashlee Vanetten,Financial Advisor,Edward Jones Havana IL 312 W Main St,ashlee.vanetten@edwardjones.com,,Salesforce
11029026,Inactive Investor,Philip Dettore,,United Planners' Financial Services of America A Limited Partner Leland NC Private Residence,,,Salesforce
350800,,Donna Beenken,Office Manager,Gries Financial Llc,donna@gries.com,216-861-1148,Manual List Upload
11076005,Inactive Investor,Gianna Marro,Director;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",gianna.marro@ml.com,,Salesforce
11193592,Inactive Investor,John French,Wealth Management Advisor,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",john.french@valic.com,,Salesforce
10893029,Inactive Investor,Joseph Franciscone,Financial Advisor,LPL Financial LLC Short Hills NJ 51 John F Kennedy Pkwy,joseph.franciscone@lpl.com,,Salesforce
9612331,,Tt Hy,,,albert@kive.fr,,List import
11056029,Inactive Investor,Nicole Menzie,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,nicole.menzie@fmr.com,,Salesforce
10857443,Inactive Investor,Alejandro Tapia Farias,International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",alejandro.tapia_farias@ml.com,,Salesforce
10775785,Inactive Investor,Julie Hall,Senior Private Client Assistant,Janney Montgomery Scott LLC Columbia SC 1441 Main St,jboulware@janney.com,,Salesforce
10776298,Inactive Investor,Jaime Paniagua,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jaime.paniagua@ml.com,,Salesforce
9598426,,Dale Wannen,,,dale@sustainvestmanagement.com,,List import
11049199,Inactive Investor,Brandi Boudreaux,,"Ameritas Investment Company, LLC Flagstaff AZ 510 N Humphreys St",bboudreaux@ameritas.com,,Salesforce
368161,,Sam Stecker,Vice President,,samstecker@amplifyetfs.com,,Webinar
10864062,Inactive Investor,Christine Vanmeter,,"Cadaret, Grant & Co., Inc. Little Falls NY 536 E Main St",cvanmeter@ae.cadaretgrant.com,,Salesforce
10487108,,Robert Boyd,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",rboyd3@ml.com,,List Import
10869045,Inactive Investor,Deunta Hicks,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,deunta.hicks@jpmorgan.com,,Salesforce
10780583,Inactive Investor,Christopher George,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",chris.s.george@ml.com,,Salesforce
9578871,,Alex Broudy,,,alex@broudy.me,,List import
11012017,Inactive Investor,Travis Smith,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10839861,Inactive Investor,Rasheeda Zamudio,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 600 Peachtree St NE",rasheeda.s.zamudio@ml.com,,Salesforce
10696009,,Stephen Barth,,CFRA Research,stephen.barth@cfraresearch.com,,List Import
11027811,Inactive Investor,Morgan Hankins,Financial Advisor;Financial Professional,LPL Financial LLC Birmingham AL 1200 4th Ave N,morgan.hankins@lpl.com,,Salesforce
10836676,Inactive Investor,Marianne Miller,,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,marianne.miller@morganstanley.com,,Salesforce
11115724,Inactive Investor,Thomas Fluent,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",thomas.fluent@truist.com,,Salesforce
11046804,Inactive Investor,Brian Trippiedi,,"MML Investors Services, LLC Englishtown NJ 500 Craig Rd",btrippiedi@financialguide.com,,Salesforce
9642668,,Priyesh Shah,,,priyesh1@gmail.com,,List import
10851359,Inactive Investor,Kristi Kim,,State Farm VP Management Corp. Chino Hills CA 14712 Pipeline Ave,kristi.kim.lo19@statefarm.com,,Salesforce
9581908,,Drew Loucks,,,dloucks@greathillpartners.com,,List import
11104038,Inactive Investor,Timothy Mixon,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,timothy.mixon@morganstanley.com,,Salesforce
9589624,,larry Diek,,,ldiek@aol.com,,List import
10801326,Inactive Investor,Joche Gauley,Assistant Vice President;Wealth Management Associate,Morgan Stanley Davenport IA 4300 E 53rd St,joche.m.gauley@morganstanley.com,,Salesforce
11231562,Inactive Investor,Loic Hermans,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",loic.hermans@ml.com,,Salesforce
10785927,Inactive Investor,Todd Stoner,Chief Compliance Officer;Managing Member;President,"Disciplined Investors, L.L.C.",todd@dinvestors.com,,Salesforce
173517,,Lukasz Szczukiewicz,,[Unknown],lukasz.szczukiewicz@gmail.com,,
10833388,Inactive Investor,Roy Fabbrini,Managing Director - Investments;President,"Wells Fargo Advisors Financial Network, LLC Dothan AL 1722 Whatley Dr",roy.fabbrini@wellsfargoadvisors.com,,Salesforce
10826692,Inactive Investor,Edward Pittman,,"Osaic Institutions, Inc. White Stone VA 645 Rappahannock Dr",epittman@infinexgroup.com,,Salesforce
10960549,Inactive Investor,Timothy George,Financial Representative,Lincoln Investment Columbus OH 2929 Kenny Rd,tgeorge@lincolninvestment.com,,Salesforce
9580368,,Marybeth Petrell,,,marybeth@strategicwealthadvisors.net,,List import
9635343,,David Taiclet,,,dtaiclet@mpepartners.com,,List import
340568,,Paul Jung,Managing Director,"Petra Capital Management, Inc.",pjung@petracm.com, -741133,Manual List Upload
9630240,,Konstantin Kutschenko,,,kkutschenko@gmail.com,,List import
11039046,Inactive Investor,Kyle Durant,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
10765436,Inactive Investor,Samuel Ciaramitaro,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",sam.ciaramitaro@bofa.com,,Salesforce
11136320,Inactive Investor,Damien Garrels,Financial Advisor,Edward Jones Brookings OR 610 5th St,damien.garrels@edwardjones.com,,Salesforce
9603509,,Jaclyn Sosa,,,jaclyn@preludecapital.com,,List import
10858263,Inactive Investor,Connor Murphy,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",connor.murphy@ml.com,,Salesforce
10753765,Inactive Investor,Trudy Soper,Senior Financial Associate,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",trudy.soper@rbc.com,,Salesforce
10759238,Inactive Investor,Christine Esposito,,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",christine.esposito@wellsfargoadvisors.com,,Salesforce
10985126,Inactive Investor,Manuel Torrado,Financial Advisor,"CUSO Financial Services, L.P. Tempe AZ 1511 N Project Dr",,,Salesforce
11201289,Inactive Investor,Todd Woodard,,"J.W. Cole Financial, Inc. Winter Springs FL 1500 Town Plaza Ct",,,Salesforce
9545483,,Faiz Botan,,,faaisdhalaal@hotmail.com,,List import
10990795,Inactive Investor,Tarlika Patel,,NYLIFE Securities LLC Bowie MD Private Residence,tpatel07@ft.newyorklife.com,,Salesforce
11071069,Inactive Investor,Danielle Walsh,,Goldman Sachs & Co. San Francisco CA 555 California St,danielle.howard@gs.com,,Salesforce
245900,,Not Provided,,FS Vector,pwhatley@fsvector.com,,Manual List Upload
11047355,Inactive Investor,Robert Knox,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11161221,Inactive Investor,Charlotte Hines,,PFS Investments Inc. Manteca CA 175 W North St,charlotte.hines@primerica.com,,Salesforce
11068597,Inactive Investor,Bryan Hattan,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
10937549,Inactive Investor,Angela Dimauro,,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,adimauro@primerica.com,,Salesforce
10899902,Inactive Investor,Eric Martinez,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,eric.martinez@fmr.com,,Salesforce
11139890,Inactive Investor,Gianni Antongiorgi,,PFS Investments Inc. Windermere FL 9100 Conroy Windermere Rd,gantongiorgi@primerica.com,,Salesforce
10862707,Inactive Investor,James Roland,,Commonwealth Financial Network Linthicum Heights MD 785 Elkridge Landing Rd,jroland@commonwealth.com,,Salesforce
11047529,Inactive Investor,George Berridge,,"Wells Fargo Clearing Services, LLC Ketchum ID 411 N Main St",,,Salesforce
10831443,Inactive Investor,Albert Rahman,Financial Advisor,"Ameriprise Financial Services, LLC Greenwood IN 484 W Main St",albert.d.rahman@ampf.com,,Salesforce
10810958,Inactive Investor,Richard Basler,,"Raymond James Financial Services, Inc. Saint Louis MO 4163 Crescent Dr",richard.basler@raymondjames.com,,Salesforce
10901898,Inactive Investor,Edwin Young,,Cetera Advisor Networks LLC Brea CA 3230 E Imperial Hwy,,,Salesforce
11059875,Inactive Investor,Jeremy Dopp,,"IAMS Wealth Management, LLC Mesa AZ 1234 S Power Rd",j.dopp@iamswm.com,,Salesforce
9558925,,Joseph Siciliano,,,jsiciliano@pinnacleprivatewealth.com,,List import
11014008,Inactive Investor,Jennifer Kanchwala,,J.P. Morgan Securities LLC Winfield IL 0N010 Winfield Rd,jennifer.h.kanchwala@jpmorgan.com,,Salesforce
9641713,,Nhan Tran,,,tqnhan811@yahoo.com,,List import
10912010,Inactive Investor,David Carr,,LPL Financial LLC Wayne PA 460 E Swedesford Rd,david.carr@lpl.com,,Salesforce
11153812,Inactive Investor,Michael Budinsky,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
9616741,,Terry Ritchie,,,terry@cardinalpointwealth.com,,List import
9594973,,David Rubenstein,,,drubenstein@rubensteinpartners.com,,List import
11060055,Inactive Investor,James Notzon,Senior Vice President,PNC Investments Laredo TX 5810 San Bernardo Ave,james.notzon@pnc.com,,Salesforce
9554078,,Wan-Chieh Lin,,,wan-chieh.lin@tfaconnect.com,,List import
10933472,Inactive Investor,Anne Redmiles,Financial Advisor,LPL Financial LLC Stevensville MD 165 Log Canoe Cir,anne.redmiles@lpl.com,,Salesforce
5411106,,yuth thka,,,hhbqnehdapb@karenkey.com,,Web Form Fillout
11283271,Inactive Investor,Shelley Lankford,,"Cambridge Investment Research, Inc.",shelley.lankford@cir2.com,641-472-5100,Salesforce
345489,,Steven Goodwin,"Member, Investment Policy Committee","B & L Asset Management, Llc",sgoodwin@blasset.com,412-642-6666,Manual List Upload
10851027,Inactive Investor,Mary Allen,,"OFG Financial Services, Inc. Topeka KS 112 SW 6th Ave",louallen@ofgfinancial.com,,Salesforce
9583788,,Robert Reeves,,,robert.reeves@geovestadvisors.com,,List import
9613291,,Francis Nardozza,,,fnardozza@rehcp.com,,List import
11141229,Inactive Investor,Richard Dobler,Financial Advisor,"Wells Fargo Clearing Services, LLC Seneca SC 301 Main St",rick.dobler@wellsfargo.com,,Salesforce
10881175,Inactive Investor,William Brantley,,"Independent Advisor Alliance, LLC Charlotte NC 6000 Fairview Rd",,,Salesforce
11081498,Inactive Investor,Clint Nethero,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,clint.nethero@fidelity.com,,Salesforce
11106153,Inactive Investor,Rohit Padmanabhan,Chief Compliance Officer;Chief Investment Officer;Founder;President,Lotus Asset Management Limited Liability Company,rohit@lotusam.com,,Salesforce
11017216,Inactive Investor,Sarah Reach,,Commonwealth Financial Network Fayetteville NY 6881 E Genesee St,sreach@commonwealth.com,,Salesforce
10922107,Inactive Investor,Justin Jones,Financial Advisor,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",justin.jones@prudential.com,,Salesforce
10884081,Inactive Investor,Edmund Cordero,Senior Financial Advisor,"WealthStar Advisors, LLC McKinney TX 5900 S Lake Forest Dr",ecordero@wealthstaradvisors.com,,Salesforce
11008700,Inactive Investor,William Ebs,Financial Advisor,Momentum Independent Network Inc. Austin TX 4718 Duval St,bill.ebs@hilltopnetwork.com,,Salesforce
10761667,Inactive Investor,Steve Shmatko,Financial Advisor,Edward Jones Sun City AZ 13203 N 103rd Ave,steve.shmatko@edwardjones.com,,Salesforce
11084370,Inactive Investor,Paul Deloria,Financial Consultant,LPL Financial LLC Victor NY 200 Cobblestone Court Dr,paul.deloria@lpl.com,,Salesforce
10888976,Inactive Investor,Lauren O'Brien,Financial Advisor,Edward Jones Waunakee WI 221 S Century Ave,lauren.obrien@edwardjones.com,,Salesforce
9641270,,Victoria Yang,,,vyang971@gmail.com,,List import
9621280,,foot feet,,,footfeet@mal.com,,List import
11185131,Inactive Investor,Anthony Mobly,Financial Advisor,Edward Jones Bedford TX 1830 Plaza Dr,tony.mobly@edwardjones.com,,Salesforce
11038226,Inactive Investor,Christian Gotzman,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",christian.gotzman@prudential.com,,Salesforce
11208912,Inactive Investor,Matthew Hand,Personal Wealth Advisor,"BIP Wealth, LLC Alpharetta GA 2500 Northwinds Pkwy",mhand@bipwealth.com,,Salesforce
11146908,Inactive Investor,Kenneth Magaro,,State Farm VP Management Corp. Wellington FL 2793 S State Road 7,,,Salesforce
9593642,,Jevon Sanders,,,nikarahchee@gmail.com,,List import
11172517,Inactive Investor,Susan Holin,Chief Compliance Officer;Chief Executive Officer,"Fuhrman Management Associates, Inc.",sholin@investab.com,,Salesforce
11112857,Inactive Investor,Kyle Decker,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 13840 N Frank Lloyd Wright Blvd",kyle.decker@wellsfargoadvisors.com,,Salesforce
9549810,,Manohar Kasetty,,,mkasetty@financialguide.com,,List import
121378,,Abdul Rehman Ghazi,,[Unknown],abdulrehmanghazi786@gmail.com,,source
11218449,,Grace Harris,,,grace.harris@jpmorgan.com,,List Import
11068826,Inactive Investor,Nicole Crothers,Financial Advisor,Edward Jones Tampa FL 3818 W State St,nicole.crothers@edwardjones.com,,Salesforce
11136140,Inactive Investor,Michael Rector,,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",michael.rector@schwab.com,,Salesforce
10950630,Inactive Investor,Desiree Juby,,Park Avenue Securities LLC,desiree_juby@glic.com,,Salesforce
10935387,Inactive Investor,Gianni De La Cruz,,Vanguard Marketing Corporation,gianni_delacruz@vanguard.com,,Salesforce
10835212,Inactive Investor,Christian Barry,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,sbarry@rwbaird.com,,Salesforce
11073545,Inactive Investor,David Propes,,"Kestra Investment Services, LLC Holly Springs NC 4928 Linksland Dr",,,Salesforce
10857784,Inactive Investor,Daniel Morse,Wealth Management Advisor,"Independence Square Holdings, LLC Cherry Hill NJ 1040 Kings Hwy N",dmorse@indsquare.com,,Salesforce
10793819,Inactive Investor,Maryanne Diggs,Client Service Coordinator;Financial Planning Assistant,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",maryanne.diggs@ampf.com,,Salesforce
10657114,,Francine Foley,,,ffoley@williamblair.com,,List Import
9610819,,Mark Wasco,,,markwasco@yahoo.com,,List import
10860596,Inactive Investor,Michael Myers,Financial Advisor,Edward Jones Binghamton NY 3 Park Ave,mike.myers@edwardjones.com,,Salesforce
10769105,Inactive Investor,Alfredo Caputo,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alfredo.caputo@ubs.com,,Salesforce
10887152,Inactive Investor,Jacqueline Giammarusco,Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,jacqueline.giammarusco@morganstanleypwm.com,,Salesforce
10659416,,Cristy Ryan,,,cristy.e.ryan@jpmorgan.com,,List Import
10868244,Inactive Investor,Daniel Parker,,"Flagship Harbor Advisors, LLC Danvers MA 2 Electronics Ave",daniel.parker@flagshipharbor.com,,Salesforce
10801806,Inactive Investor,Ryan Estes,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",ryan_estes@ml.com,,Salesforce
11168307,Inactive Investor,Nicole Semedo,,PFS Investments Inc. Braintree MA 150 Wood Rd,nicole.semedo@primerica.com,,Salesforce
11121908,Inactive Investor,William Dawson,Financial Advisor,LPL Financial LLC Dyersburg TN 1655 Sycamore Dr,william.dawson@lpl.com,,Salesforce
11171566,Inactive Investor,Stephanie Goans,Financial Advisor,Edward Jones Columbia MO 2412 Forum Blvd,stephanie.goans@edwardjones.com,,Salesforce
10987554,Inactive Investor,Conor Egan,Financial Professional,"MML Investors Services, LLC Belmar NJ 1821 State Rte 71",,,Salesforce
10950515,Inactive Investor,Robert Phillips,,"WEA Investment Services, Inc.",bphillips@weabenefits.com,,Salesforce
11045987,Inactive Investor,Ian Smith,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,ismith.6rpjg@primerica.com,,Salesforce
11236427,Inactive Investor,Henry Young,Investment Advisor Representative;Investment Consultant,OneDigital Investment Advisors Atlanta GA 3333 Riverwood Pkwy SE,henry.young@onedigital.com,,Salesforce
195652,,Edward Mulimba,,[Unknown],odingae@gmail.com,,source
10858457,Inactive Investor,Jonathon Fite,Managing Member;Managing Partner,"KMF Investments Management, LLC",jonathon.fite@kmfinvestments.com,,Salesforce
11067851,Inactive Investor,Ankur Nagpal,Chief Compliance Officer;Chief Executive Officer;Founder;Regulatory Contact,Carry Advisors LLC Brooklyn NY 10 Grand St,ankur@ocho.com,,Salesforce
11052917,Inactive Investor,Fazal Muhammad,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",fmuhammad@financialguide.com,,Salesforce
11005618,Inactive Investor,Sara Brost,Financial Advisor,"Osaic Wealth, Inc. Medford WI 721 S 8th St",,,Salesforce
11184353,Inactive Investor,Jacob Smith,Associate Financial Advisor;Associate Representative;Financial Advisor,Thrivent Investment Management Inc. Birmingham MI 280 N Old Woodward Ave,,,Salesforce
9606070,,dominic leanes,,,dleanes3@gmail.com,,List import
9596928,,Hilman Gunawan,,,gunawannulhakim17@gmail.com,,List import
9627224,,Gaurav Adhikari,,,gaurav.adhikari@paynecm.com,,List import
9625808,,Shalva Sesiashvili,,,shsesiashvili@gmail.com,,List import
10926913,Inactive Investor,Justin Rouse,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,justin.rouse@fmr.com,,Salesforce
11135663,Inactive Investor,Jessica Byard,Financial Advisor,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",jessica.byard@raymondjames.com,,Salesforce
10968101,Inactive Investor,Luis Sanchez,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,luis.sanchez@primerica.com,,Salesforce
10845488,Inactive Investor,Scott Spieth,,Rockefeller Financial LLC New York NY 437 Madison Ave,sspieth@rockco.com,,Salesforce
9635426,,Rosemary Willow,,,rosemarywillow@iagadvisors.com,,List import
9574229,,Eric Sparks,,,esparks@techsafety.com,,List import
10829878,Inactive Investor,Leo Reljac,Regional Vice President,PFS Investments Inc. Skokie IL 8340 Lincoln Ave,leo.reljac@primerica.com,,Salesforce
9582652,,Bradley Shields,,,bshields@uscallc.com,,List import
341712,, -,,[[Unknown]],3233144036@qq.com,,
10785467,Inactive Investor,Meredith Carlton,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Boulder CO 1801 13th St,meredith.ford@ubs.com,,Salesforce
236983,, -,,[[Unknown]],crdean@gte.net,,
9574374,,Kevin Henley,,,kevinhenley@sagepointadvisor.com,,List import
11182490,Inactive Investor,Jasmine Ball,Financial Advisor,LPL Financial LLC Tulsa OK 8990 S Sheridan Rd,jasmine.ball@lpl.com,,Salesforce
11228623,Inactive Investor,Bao Quyen Huynh,,J.P. Morgan Securities LLC Huntington Beach CA 7830 Edinger Ave,bao-quyen.huynh@jpmorgan.com,,Salesforce
9595952,,Peter Boyle,,,pboyle@cliffordswan.com,,List import
9643784,,Eaglezf -,,,850935136@qq.com,,List import
11124783,Inactive Investor,Richard Sample,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",richard.sample@wellsfargoadvisors.com,,Salesforce
10847037,Inactive Investor,Charles Wohlers,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,charles.wohlers@primerica.com,,Salesforce
9566184,,Jan Pretorius,,,jan.pretorius@prudential.com,,List import
10918738,Inactive Investor,Raymond Curtin,,"Osaic Wealth, Inc. Pompano Beach FL 6604 Parkside Dr",,,Salesforce
9548301,,LOUIS HOROWITZ,,,info@allacct.com,,List import
10914182,Inactive Investor,Karnail Kooner,,LPL Financial LLC Chantilly VA 3507 Armfield Farm Dr,karnail.kooner@lpl.com,,Salesforce
11112396,Inactive Investor,Nicholas Beales,,J.P. Morgan Securities LLC Nashville TN 201 4th Ave N,,,Salesforce
11086954,Inactive Investor,Amely Chancellor,,"Robinhood Financial, LLC",amely.chancellor@robinhood.com,,Salesforce
11155679,Inactive Investor,Chad Larsen,,LPL Financial LLC Denver CO 2000 S Colorado Blvd,chad.larsen@lpl.com,,Salesforce
11044795,Inactive Investor,Robert Crump,,PFS Investments Inc. Spartanburg SC 269 S Church St,,,Salesforce
10846902,Inactive Investor,Wayne Blanchard,Managing Member;Senior Partner,Money Professionals Group LLC,,,Salesforce
11296395,Inactive Investor,John Petrides,Portfolio Manager,Tocqueville Asset Management LP,jpetrides@tocqueville.com,212-698-0800,Salesforce
10845502,Inactive Investor,Tanya Duboue,Senior Investment Representative,"CUSO Financial Services, L.P. Colorado Springs CO 1510 E Cheyenne Mountain Blvd",tduboue@cusonet.com,,Salesforce
11155312,Inactive Investor,Nicholas Mccarthy,,J.P. Morgan Securities LLC Franklin Lakes NJ 845 Franklin Lakes Rd,nicholas.mccarthy@chase.com,,Salesforce
9641540,,Alexander Bogdanov,,,alexbogdanov3@gmail.com,,List import
11103862,Inactive Investor,Stephen Jackson,Chief Compliance Officer,"Integrated Wealth Management, Inc.",stephen@iwmgameplan.com,,Salesforce
9585971,,Mario Gabelli,,,mgabelli@gabelli.com,,List import
146743,,Dragan Nikolic,,[Unknown],dragan@levolution.io,,Event
11218827,,Eric Potoker,,,eric.potoker@ubs.com,,Other
9636604,,Suzanne Stevens,,,sstevens@goffcp.com,,List import
10656535,,Mabel Ramirez,,,mabel.ramirez@jpmorgan.com,,List Import
9569209,,Jon Strohl,,,jon.strohl@fidelity.com,,List import
10777143,Inactive Investor,Charles Levy,First Vice President - Investments,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,charles.levy@ubs.com,,Salesforce
10645460,,Jack Calderon,,,jcalderon@lincolninternational.com,,List Import
10942099,Inactive Investor,Jeffrey Davis,,"Osaic Wealth, Inc. Ashland MA 43 Tudor Ln",,,Salesforce
10996160,Inactive Investor,Donald Retallick,,"Gibbs Wealth Management, LLC Fort Myers FL 9961 Interstate Commerce Dr",,,Salesforce
9563361,,Peter Shim,,,shim-p@marubeni.com,,List import
11023801,Inactive Investor,Maria Concina-Walker,,"Pruco Securities, LLC. Newark NJ 213 Washington St",maria.concinawalker@prudential.com,,Salesforce
10754901,Inactive Investor,Eleanor Mulvaney Seamans,Chief Executive Officer;Regulatory Contact,"Seamans Capital Management, LLC",,,Salesforce
10821982,Inactive Investor,Mark Kutz,,Cetera Advisors LLC Columbia MD 5525 Twin Knolls Rd,mark.kutz@ceteraadvisors.com,,Salesforce
10835863,Inactive Investor,Rondi Albrecht,Financial Planner,Commonwealth Financial Network Bangor ME 23 Water St,ralbrecht@commonwealth.com,,Salesforce
11024952,Inactive Investor,John Turner,Investment Advisor Representative,"Equity Services, Inc. Herkimer NY 402 N Prospect St",jturner@nationallife.com,,Salesforce
11212033,Inactive Investor,Letitia Gray,,Commonwealth Financial Network Dallas TX 5001 Spring Valley Rd,lgray@commonwealth.com,,Salesforce
4205230,,Ali Naghavi,,,alinaghavi390@yahoo.com,,Web Form Fillout
10917283,Inactive Investor,Jeffrey Dziegielewski,Investment Research Associate,"The Northstar Group, Inc.",,,Salesforce
5173202,,Onur Kanbur,,,onurkanbur@hotmail.com.tr,,Web form fillout
10878905,Inactive Investor,Tara Gurr,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Boca Raton FL Private Residence",tara.gurr@tiaa.org,,Salesforce
10999097,Inactive Investor,Daniel Gomez,,PFS Investments Inc. Miami FL 9360 SW 72nd St,daniel.gomez@primerica.com,,Salesforce
10978670,Inactive Investor,John Flores,,J.P. Morgan Securities LLC West Covina CA 2800 E Workman Ave,john.flores@chase.com,,Salesforce
11048881,Inactive Investor,Ryan Tishy,Chief Compliance Officer;Owner,Tishy Financial LLC,,,Salesforce
10976713,Inactive Investor,Anthony Berg,,The Huntington Investment Company Beachwood OH 24615 Chagrin Blvd,,,Salesforce
11165636,Inactive Investor,Robert Stewart,,Kovack Securities Inc. Park Ridge NJ Private Residence,rstewart@ksifa.com,,Salesforce
10895215,Inactive Investor,Christopher Shouler,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",chris.shouler@nm.com,,Salesforce
11130995,Inactive Investor,Steven Myers,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,steven.myers@fmr.com,,Salesforce
11218648,,Adam Lutz,,,adamlutz@awminc.biz,,Other
332946,,Jeff Dicks,,Evergreen Gavekal,jdicks@evergreengavekal.com,,
11123037,Inactive Investor,Michael Blasi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michael.blasi@jpmorgan.com,,Salesforce
10781965,Inactive Investor,Cristin Dalecki,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,cristin.dalecki@gs.com,,Salesforce
9574287,,Jonathan Wadsworth,,,jwadsworth@ahn.org,,List import
11057811,Inactive Investor,Charles Johnson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,charles.a.johnson@jpmorgan.com,,Salesforce
10967534,Inactive Investor,John Hamman,Financial Advisor,Edward Jones Victoria TX 1908 N Laurent St,thomas.hamman@edwardjones.com,,Salesforce
9582456,,Laurence Susini,,,lsusini@msn.com,,List import
11260875,Inactive Investor,Liane Conceicao,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 100 N West Shore Blvd",,,Salesforce
10935431,Inactive Investor,Ricardo McKenzie,,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",,,Salesforce
10993220,Inactive Investor,Abdalla Almani,,J.P. Morgan Securities LLC Dearborn Heights MI 23210 Ford Rd,,,Salesforce
10938563,Inactive Investor,Reuben Zadeh,,NI Advisors,reuben.zadeh@niadvisorsinc.com,,Salesforce
11053982,Inactive Investor,Emily Richardson,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",emily.a.richardson@nm.com,,Salesforce
11053222,Inactive Investor,Daniel Gossman,,"Allstate Financial Services, LLC Wellington OH 219 N Main St",chandlergossman@allstate.com,,Salesforce
11101762,Inactive Investor,Jessica Lenihan,Financial Advisor,"Wells Fargo Clearing Services, LLC Sebring FL 3200 US Hwy 27 S",jessica.g.lenihan@wellsfargo.com,,Salesforce
10985990,Inactive Investor,Justin Findley,Financial Planner,"Osaic FA, Inc. Scottsdale AZ 17015 N Scottsdale Rd",justin.findley@lfg.com,,Salesforce
10944197,Inactive Investor,Holly Miller,,LPL Financial LLC Mason City IA 2601 4th St SW,holly.a.miller@lpl.com,,Salesforce
10832602,Inactive Investor,John Crowe,,"Avantax Investment Services, Inc. Parsippany NJ 600 Parsippany Rd",john.crowe@avantax.com,,Salesforce
11048618,Inactive Investor,Brian Belak,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,brian.belak@ubs.com,,Salesforce
10936132,Inactive Investor,Robert White,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,,,Salesforce
10769372,Inactive Investor,John Parks,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 14063 N Hwy 183",john.parks@wellsfargo.com,,Salesforce
11182450,Inactive Investor,Dawn Doebler,Senior Wealth Advisor,"The Colony Group, LLC Bethesda MD 7475 Wisconsin Ave",ddoebler@thecolonygroup.com,,Salesforce
10860613,Inactive Investor,Tommie Bonner,Financial Advisor,Edward Jones Gilbert AZ 3341 E Queen Creek Rd,tommie.bonner@edwardjones.com,,Salesforce
10947397,Inactive Investor,Brenda Sims,Director;Investment Advisor,"T. Anton Investment House, Inc.",brenda@tantoninvestmenthouse.com,,Salesforce
10488890,,Filiberto Trevino,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,fili_t@yahoo.com,,List Import
10923424,Inactive Investor,Ernest Collins,,Cetera Investment Services LLC Livermore CA 2100 Las Positas Ct,,,Salesforce
9587380,,Van Carlson,,,van@conciergelegacy.com,,List import
10795756,Inactive Investor,David Samman,Director;Portfolio Strategist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
9598468,,William Enszer,,,wenszer@forwardmgmt.com,,List import
9567186,,Shofiul Alom,,,shofiul257@gmail.com,,List import
11136824,Inactive Investor,John Fitzpatrick,,UBS Financial Services Inc. Aspen CO 133 Prospector Rd,jt.fitzpatrick@ubs.com,,Salesforce
10984854,Inactive Investor,Michael George,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",,,Salesforce
10914098,Inactive Investor,Cesar Castelo,Financial Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,,,Salesforce
11011987,Inactive Investor,Enrique Del Castillo-Franco,,"Investment Planners, Inc. Orlando FL 3801 Avalon Park East Blvd",,,Salesforce
10895236,Inactive Investor,Jeffrey Sanders,,Cabot Lodge Securities LLC Boca Ration FL Private Residence,,,Salesforce
11029153,Inactive Investor,Caleb Wilds,,"Northwestern Mutual Investment Services, LLC Savannah GA 617 Stephenson Ave",caleb.wilds@nm.com,,Salesforce
10951942,Inactive Investor,Steven Rosenthal,Financial Advisor;Tax Consultant,"Fulcrum Wealth Advisors, LLC",steven.rosenthal@fulcrumwa.com,,Salesforce
10657845,,James Casler,,,jcasler@lordabbett.com,,List Import
10827696,Inactive Investor,Kevin Daley,Private Wealth Advisor,"Ameriprise Financial Services, LLC Waltham MA 465 Waverley Oaks Rd",,,Salesforce
221148,,Lonnie Lutz,,[Unknown],lonnielutz@aol.com,,
10997885,Inactive Investor,Nicole Farrell,,LPL Financial LLC Northville MI 126 N Center St,,,Salesforce
9604859,,Austin Koplan,,,akoplan@pyawaltman.com,,List import
10910790,Inactive Investor,Pablo Ramirez,,"Farmers Financial Solutions, LLC Toppenish WA 802 W 1st Ave",pramirez@farmersagent.com,,Salesforce
10696422,,Carly Maher,,PARK AVENUE SECURITIES LLC,carly_maher@glic.com,,List Import
11008558,Inactive Investor,Shirley Buckner,,PFS Investments Inc. Madison TN 223 Madison St,sbuckner@primerica.com,,Salesforce
11042225,Inactive Investor,John McCaffery,First Vice President - Investments,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",john.mccaffery@raymondjames.com,,Salesforce
11025624,Inactive Investor,Kevin Heal,Chief Compliance Officer;Senior Analyst,"Argus Investors' Counsel, Inc.",kheal@argusresearch.com,,Salesforce
10900536,Inactive Investor,Brendan Bussell,Financial Advisor,Edward Jones Maysville KY 752 Kenton Station Rd,brendan.bussell@edwardjones.com,,Salesforce
9647286,,Helen Li,,,ivoryl@rocketmail.com,,List import
11120299,Inactive Investor,Gregg Hall,Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",gregg.hall@equitable.com,,Salesforce
9574124,,julien laurent,,,laurent_julien@live.fr,,List import
10839876,Inactive Investor,Sharon Zimmerman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Santa Rosa CA 1049 4th St",sharon.zimmerman@nm.com,,Salesforce
10494171,,Brian Mulcahy,,StoneX,brian.mulcahy@stonex.com,,List Import
10841094,Inactive Investor,Kirk Stager,,"Westminster Financial Securities, Inc.",kstager@westminsterfinancial.com,,Salesforce
11199447,Inactive Investor,John Vreeburg,Financial Advisor;Vice President,D.A. Davidson & Co. Carlsbad CA 1925 Palomar Oaks Way,jvreeburg@dadco.com,,Salesforce
11002592,Inactive Investor,Katie Keller,Financial Advisor,LPL Financial LLC Sparta IL 1101 N Market St,katie.keller@lpl.com,,Salesforce
10978534,Inactive Investor,Elisa Steingruebner,Wealth Management Associate,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,esteingruebner@allianceg.com,,Salesforce
9645201,,Herman Folsch,,,herman.folsch@sce.com,,List import
10865479,Inactive Investor,Kelly Wike,,State Farm VP Management Corp. Tyrone PA 1203 Pennsylvania Ave,kelly.wike.bvkb@statefarm.com,,Salesforce
11118026,Inactive Investor,Robert Shinar,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7212 Metro Blvd",robert.d.shinar@ampf.com,,Salesforce
10886904,Inactive Investor,Richard Riva,,"Balboa Wealth Partners, Inc. Costa Mesa CA Private Residence",richard@wms-llc.com,,Salesforce
10971327,Inactive Investor,Anes Pilipovic,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11037579,Inactive Investor,Walter Noakes,,"Woodmen Financial Services, Inc. Ball LA 4421 Monroe Hwy",wnoakes@woodmen.org,,Salesforce
9625277,,Jeevan Sidhu,,,jeevan_sidhu999@live.ca,,List import
102372,,Matt Bronfman,Chief Executive Officer,"Jamestown, L.p.",mbronfman@jamestownlatinamerica.com,770-805-1000,Manual List Upload
170961,,Amit Maheshwari,,[Unknown],amitm79@yahoo.com,,Paid Search
11017193,Inactive Investor,James Mortenson,,"Johnson Wealth Management, LLC",,,Salesforce
10931789,Inactive Investor,Joseph Leedom,,LPL Financial LLC Lake Forest Park WA Private Residence,joe.leedom@lpl.com,,Salesforce
10822194,Inactive Investor,Jeanne Deitz,Chief Compliance Officer;Operations Manager,"Fortius Financial Advisors, LLC",jeanne@fortiusadvisors.com,,Salesforce
11142913,Inactive Investor,Peter Yoon,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",peter_yoon@ml.com,,Salesforce
9611348,,Glen Kratochvil,,,gkratochvil@gmail.com,,List import
11070810,Inactive Investor,Shannon Wiley,,"Northwestern Mutual Investment Services, LLC Duluth GA 2160 Satellite Blvd",shannon.wiley@nm.com,,Salesforce
10918280,Inactive Investor,Nancy Mathew,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",nancy.mathew@tiaa.org,,Salesforce
10896550,Inactive Investor,Robert Owens,Vice President,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,rowens@allianceg.com,,Salesforce
10864083,Inactive Investor,Crystal Durazo,,MissionSquare Investment Services,cdurazo@icmarc.org,,Salesforce
346838,,Alfred Zhang,Research Analyst,Innealta Capital,azhang@innealtacapital.com,737-808-4640,Manual List Upload
11167898,Inactive Investor,John Pegues,,Momentum Independent Network Inc. Alba TX 5879 FM 779,,,Salesforce
36655,,Spencer Peltier,Financial Associate,Thrivent Investment Management Inc.,spencer.peltier@thrivent.com,937-778-1353,
9585534,,John Ertter,Senior Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,j.ertter@fi.com,,List import
11127081,Inactive Investor,Scott Ferguson,,Cetera Advisor Networks LLC Butte MT 17 S Main St,,,Salesforce
10619553,,Maria Wilson,,,maria@totalclaritywealth.com,,List Import
9595655,,Karen Zyp,,,kzyp@holoweskofunds.com,,List import
10824228,Inactive Investor,Eric Mckenna,Co-Founder;President;Regulatory Contact,"Gables Capital Management, Inc.",emckenna@gablescapital.com,,Salesforce
204135,,Stephen Gardos,,compugard data systems,sgardos@msn.com,914-693-8693,
9540583,,Eesa Ahmad,,,eesa.ahmad@morganstanleypwm.com,,List Import
11130164,Inactive Investor,Perry Koplik,,Commonwealth Financial Network Bridgewater NJ 440 US Hwy 22,pkoplik@commonwealth.com,,Salesforce
10905070,Inactive Investor,Timothy Francis,,"Woodmen Financial Services, Inc.",tkfrancis@woodmen.org,,Salesforce
9642565,,Felix Daniel,,,felix.t.daniel@gmail.com,,List import
10421591,,David Fein,,,da.fein@gmail.com,,Web Form Fillout
340603,,Timothy Magnusson,Chief Investment Officer,Garda Capital Partners,tm@gardacp.com,612-330-4900,Manual List Upload
240088,,Dermott Larkin,,Perigon Wealth Management,dermott.larkin@perigonpartners.com,415-396-8000,Database Upload
10756373,Inactive Investor,Shannon Delorme,,Morgan Stanley Rochester NY 300 Linden Oaks,shannon.delorme@morganstanley.com,,Salesforce
10982975,Inactive Investor,Brendan Neibergall,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brendan_neibergall@vanguard.com,,Salesforce
9586426,,Patrick Murray,,,pmurray@sayacap.com,,List import
11074473,Inactive Investor,Patrick Thor,Financial Advisor;Senior Financial Consultant,"Ameriprise Financial Services, LLC San Francisco CA 3 Embarcadero Ctr",,,Salesforce
201711,,Aloysius Freeman,,none,afree19421@hotmail.com,3157964495,
10882205,Inactive Investor,Carla Haubenschild,,"Northwestern Mutual Investment Services, LLC Fort Atkinson WI 745 S Main St",carla.haubenschild@nm.com,,Salesforce
339682,,Thomas Wall,Managing Director,"Kelso & Company, L.p.",twall@kelso.com,212-350-7700,Manual List Upload
11190227,Inactive Investor,Joseph Teti,Financial Solutions Advisor;Retirement Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",joseph.teti@ml.com,,Salesforce
11026249,Inactive Investor,Russell Takeuchi,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",russell.takeuchi@ml.com,,Salesforce
10800907,Inactive Investor,David Coppage,,"Raymond James Financial Services, Inc. Florence KY 7310 Turfway Rd",,,Salesforce
10763984,Inactive Investor,Dennis Gross,Financial Advisor,Edward Jones Farmington NM 2713 E 20th St,dennis.gross@edwardjones.com,,Salesforce
9629440,,Mark Lynch,,,mark_l1320@protonmail.com,,List import
10799684,Inactive Investor,Brenda Meadows,Practice Business Manager,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",brenda.meadows@raymondjames.com,,Salesforce
11046543,Inactive Investor,Jonathan Visscher,Senior Wealth Advisor;Vice President,ARS Wealth Advisors Gainesville FL 5225 SW 91st Ter,,,Salesforce
11187513,Inactive Investor,Clayton Irwin,,LPL Financial LLC Columbus OH 1212 Summit St,clayton.irwin@lpl.com,,Salesforce
10949304,Inactive Investor,Justin Kawar,Chief Executive Officer;President,Toro Wealth Managemement LLC,,,Salesforce
11259833,Inactive Investor,Jake Fee,PM,Vector Wealth Management Minneapolis MN 43 Main St SE,jfee@vectorwealth.com,612-378-7560,Salesforce
9605936,,Roberto Russo,,,fuesga@hotmail.it,,List import
9636704,,Robert Hanten,,,robert@pilotcapital.net,,List import
10870602,Inactive Investor,Chad Dworznik,Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,chad.dworznik@pnc.com,,Salesforce
10981268,Inactive Investor,Luis Delgado,,J.P. Morgan Securities LLC Groton CT 971 Poquonnock Rd,luis.delgado@jpmorgan.com,,Salesforce
11192045,Inactive Investor,Joan Goodman,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,joan.goodman@fidelity.com,,Salesforce
10924822,Inactive Investor,Richard Ramsay,,"J.W. Cole Financial, Inc. Saint Paul MN 1620 Mahtomedi Ave",,,Salesforce
11212735,Inactive Investor,Ekta Patel,,NYLIFE Securities LLC Roanoke VA 2965 Colonnade Dr,epatel@ft.newyorklife.com,,Salesforce
11075367,Inactive Investor,Sean Sharpe,,"Raymond James Financial Services, Inc. Memphis TN 6075 Poplar Ave",sean.sharpe@raymondjames.com,,Salesforce
201944,,Leonard Sander,Financial Advisor,"MML Investors Services, LLC",leonardsander@financialguide.com,573-243-9240,
11025464,Inactive Investor,Kristina Sai,,J.P. Morgan Securities LLC Scottsdale AZ 16852 N Thompson Peak Pkwy,kristina.sai@jpmorgan.com,,Salesforce
11160094,Inactive Investor,Jacob Moss,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,jacob.moss@opco.com,,Salesforce
11057297,Inactive Investor,James Leach,,PFS Investments Inc. North Myrtle Beach SC 709 17th Ave S,james.leach@primerica.com,,Salesforce
11033005,Inactive Investor,Andrew Beard,Financial Advisor,Edward Jones Gardendale AL 1405 Thompson Cir,andrew.beard@edwardjones.com,,Salesforce
9554181,,Bruno Lozendi,,,bhglozendi@gmail.com,,List import
56665,,John Leavitt,Financial Consultant,Thrivent Investment Management Inc.,john.leavitt@thrivent.com,561-843-6856,
11260225,Inactive Investor,Jullianne Chapman,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",,,Salesforce
9605060,,David Holmberg,,,david.holmberg@highmark.com,,List import
9645942,,Mike Matthews,,,tar4tar@msn.com,,List import
11031173,Inactive Investor,Corey Sanchez,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",corey.sanchez@tfaconnect.com,,Salesforce
9550117,,Bridget Hussey,,,geraldine.hussey@suntrust.com,,List import
243605,,Adam Whitman,Vice President,Capital Dynamics,awhitman@capdyn.com,19172074130,Manual List Upload
9629724,,Scott Parker,,,scottparkerq@gmail.com,,List import
10963691,Inactive Investor,Emily Simpson,Financial Advisor,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,emily.simpson@thrivent.com,,Salesforce
10807823,Inactive Investor,Tyler Burns,Financial Advisor,Edward Jones Richardson TX 800 E Campbell Rd,tyler.burns@edwardjones.com,,Salesforce
10877380,Inactive Investor,Kellie Stevens,,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",kellie.stevens@ampf.com,,Salesforce
11054360,Inactive Investor,Lila Hansen,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",lila.gull@wellsfargoadvisors.com,,Salesforce
1001262,Inactive Investor,Felix Hartmann,,Hartmann Capital,info@hartmann-capital.com,,3rd Party Lead Gen
9641427,,Ken Miyoshi,,,kenmiyoshi+braeside@gmail.com,,List import
9547262,,Adam Miller,,,millerthegoalie@gmail.com,,List import
9545481,,Gail Louis,,,gail.louis@pnc.com,,List import
10826081,Inactive Investor,John Boukamp,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",john_boukamp@ml.com,,Salesforce
11087760,Inactive Investor,Traci Kurtz,,Hilltop Securities Inc.,traci.kurtz@hilltopsecurities.com,,Salesforce
9597950,,Michael Clark,,,mclark@cassadyschillerwealth.com,,List import
348696,,James Rouse,,"VALIC Financial Advisors, Inc.",james.rouse@valic.com,314-439-4850,
9628730,,Melissa Henderson,,,melissa@melwrites.com,,List import
10909003,Inactive Investor,Richard Reiser,Financial Advisor,"Osaic Wealth, Inc. Decorah IA 318 Washington St",,,Salesforce
9621954,,mani yuvraj,,,maniyuvraj456@gmail.com,,List import
11008568,Inactive Investor,Richard Cota,Financial Advisor,"Equitable Advisors, LLC Richmond VA 7231 Forest Ave",richard.cota@equitable.com,,Salesforce
10890792,Inactive Investor,Michael Miles,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10603653,,Bruce Kallins,"Chief Investment Officer, Founder, President, Regulatory Contact","Yakira Capital Management, Inc.",bkallins@yakirapartners.com,,List Import
9590428,,Matthew Fry,,,mfry3159@gmail.com,,List import
9620907,,Janice Rights,,,janice1979@gmail.com,,List import
10961082,Inactive Investor,Ran Xu,,Neuberger Berman BD LLC,ran.xu@nb.com,,Salesforce
9619555,,yang ye,,,y_9311@outlook.com,,List import
11105608,Inactive Investor,Stephen Gaulden,,"Allstate Financial Services, LLC Boynton Beach FL 4793 N Congress Ave",stevegaulden@allstate.com,,Salesforce
11101487,Inactive Investor,Jack Meligan,Chairman;Founder;Owner,Settlement Capital Advisors,meligan@settlepro.com,,Salesforce
9618337,,Jeremy Green,,,jeremy@redmilegrp.com,,List import
10969456,Inactive Investor,Lance Best,,NYLIFE Securities LLC Birchwood WI Private Residence,lbest@ft.newyorklife.com,,Salesforce
11110451,Inactive Investor,Robert Rasbach,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
11186096,Inactive Investor,Isha Jha,,Jefferies LLC,ijha@jefferies.com,,Salesforce
9553595,,Herbert Geismar,,,herbg@pacoa.com,,List import
11124408,Inactive Investor,Ronald Burlingame,Financial Advisor,"Ameriprise Financial Services, LLC Harvard IL 16 N Ayer St",ronald.t.burlingame@ampf.com,,Salesforce
10772874,Inactive Investor,Fred Simpkins,Financial Consultant,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",fred.simpkins@wellsfargoadvisors.com,,Salesforce
10657945,,Ellen Beckner,,,ellen.k.kresl@jpmorgan.com,,List Import
9616493,,Weng Livio,,,wenglivio@gmail.com,,List import
7645498,,Jesper Justin,,,jasperezer@gmail.com,,Web Form Fillout
11194082,Inactive Investor,Michael Patterson,,"Concourse Financial Group Securities, Inc. Raleigh NC 5904 Six Forks Rd",michael.patterson@concoursefinancial.com,,Salesforce
10868098,Inactive Investor,Katherine Skurski,Chief Executive Officer;Chief Financial Officer;Portfolio Manager,Gulfstream Capital,kskurski@gulfstreamcapital.net,,Salesforce
2231100,,Salahadin Adous,,,sadous1960@gmail.com,,
11194900,Inactive Investor,Claire Chiara,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,chiarac@ceteranetworks.com,,Salesforce
11107300,Inactive Investor,Kelly Mehl,,J.P. Morgan Securities LLC Grand Rapids MI 1100 Michigan St NE,,,Salesforce
11085629,Inactive Investor,Mayra Suarez,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
11060990,Inactive Investor,Llewellyn Way,,PFS Investments Inc. West Des Moines IA 1000 73rd St,llewellyn.way@primerica.com,,Salesforce
11146677,Inactive Investor,Kathy Piet,,"Wells Fargo Clearing Services, LLC Burlington NJ 1817 Mount Holly Rd",kathy.piet@wellsfargo.com,,Salesforce
11154631,Inactive Investor,Marc Ashley,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,marcashley@statefarm.com,,Salesforce
10771436,Inactive Investor,Eugene Brown,Financial Advisor,Edward Jones Tacoma WA 3713 Pacific Ave,eugene.brown@edwardjones.com,,Salesforce
350861,,Brad Gillman,Consultant Relations Managing Director,"Invesco Private Capital, Inc.",brad.gillman@invesco.com,212-826-1100,Manual List Upload
10979184,Inactive Investor,Florin Carlan,,Morgan Stanley,,,Salesforce
9962840,,Keily Lescaille Rodríguez,,,keitykeily05@icloud.com,,Web Form Fillout
9619355,,Michelle Park,,,michelle@cardinalpointcapital.com,,List import
10891832,Inactive Investor,Jamie Johnson,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
11139443,Inactive Investor,Christopher Gallaugher,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 445 Hutchinson Ave",christopher.d.gallaugher@ampf.com,,Salesforce
10970284,Inactive Investor,Arris Magtibay,Relationship Banker,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11063989,Inactive Investor,Rhonda Byer,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,rhonda.byer@primerica.com,,Salesforce
10961033,Inactive Investor,Zhiyuan Han,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10647956,,John Drennan,,,john.drennan@fmr.com,,List Import
9634405,,Stacie Ordoyne,Executive Assistant,Trive Capital Management Llc,stacieordoyne@trivecapital.com,,List import
11177782,Inactive Investor,Stanley Nagorski,,"Advanced Advisor Group, LLC Crosby MN Private Residence",,,Salesforce
10957012,Inactive Investor,Christina Marquette,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,christina.marquette@fidelity.com,,Salesforce
10894859,Inactive Investor,Brandon Stough,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",brandon.stough@raymondjames.com,,Salesforce
230838,,Drew -,,Drew [[Unknown]],drewpotts@hotmail.com,,
11032345,Inactive Investor,Victor Cardoza,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",victor.cardoza@bankerslife.com,,Salesforce
9632325,,Alton Thomsen,,,althomsen@triortho.net,,List import
10824276,Inactive Investor,Paul Orazio,Financial Planner,Commonwealth Financial Network Suffern NY 4 Executive Blvd,porazio@commonwealth.com,,Salesforce
11073654,Inactive Investor,John Gould,Director - Alternative Investments;Financial Advisor;Portfolio Management Director;Senior Vice President;Workplace Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,john.gould@morganstanley.com,,Salesforce
10978930,Inactive Investor,Deborah Hawkins,,"Osaic Wealth, Inc. Sandy UT 8706 S 700 E",,,Salesforce
10816181,Inactive Investor,Xiaodan Zheng,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,xiaodan.zheng@jpmorgan.com,,Salesforce
11197786,Inactive Investor,James Hartwell,Chief Compliance Officer;Founder;Owner;President,Hartwell & Company,jhartwell@hartwellcompany.com,,Salesforce
11172059,Inactive Investor,Barbara Smith,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,barbaramsmith@primerica.com,,Salesforce
9585234,,Bryan Mckigney,,,bryan.mckigney@opco.com,,List import
10924549,Inactive Investor,Fadette Colin,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",fadette.colin@tfaconnect.com,,Salesforce
10972737,Inactive Investor,John Leat,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
10874720,Inactive Investor,Allen Burns,Financial Advisor,Edward Jones Cumberland MD 68 Baltimore St,r.burns@edwardjones.com,,Salesforce
10510761,,Troy Page,Regional Consultant - MIDWEST,State Street Global Advisors,troy_page@ssga.com,,List Import
10947509,Inactive Investor,Lucas Feathers,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Carnegie PA 40 W Main St",lucas.feathers@mutualofomaha.com,,Salesforce
11186989,Inactive Investor,Douglas Peralta,,J.P. Morgan Securities LLC Apopka FL 1 E Main St,douglas.peralta@chase.com,,Salesforce
11154912,Inactive Investor,Jonathan Shields,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,jonathan.shields@primerica.com,,Salesforce
9637724,,Sharon Brown,,,sdbrown@fau.edu,,List import
10992049,Inactive Investor,Theodore Kovacevich,,Newbridge Securities Corporation Las Vegas NV Private Residence,tkovacevich@newbridgesecurities.com,,Salesforce
10648200,,John Hamel,,,jhamel@austecwm.com,,List Import
11130905,Inactive Investor,David Smith,Limited Partner;Partner,"Forum Financial Management, LP Miami FL 5900 SW 73rd St",dsmith@forumfinancial.com,,Salesforce
11003801,Inactive Investor,Jacob Palmer,,"Raymond James Financial Services, Inc. Fredericksburg VA 308 Wolfe St",jacob.palmer@raymondjames.com,,Salesforce
10904947,Inactive Investor,Kirk Dechert,,"Farmers Financial Solutions, LLC Ferndale WA 5678 2nd Ave",kdechert@farmersagent.com,,Salesforce
11022081,Inactive Investor,Christianne Barroga,,J.P. Morgan Securities LLC Union City CA 32101 Union Lndg,christianne.barroga@chase.com,,Salesforce
344956,,Zachary Smith,Portfolio Manager,"Altrius Capital Management, Inc.",zsmith@altriuscapital.com,252-638-7598,Manual List Upload
10907082,Inactive Investor,Jennifer Chatfield,Financial Advisor,Vestia Personal Wealth Advisors Saint Louis MO Private Residence,jchatfield@vestia.com,,Salesforce
9556805,,Sandeep Goyal,,,goyalsandeep2k@yahoo.in,,List import
11082655,Inactive Investor,Benny Adler,,Goldman Sachs & Co.,benny.adler@gs.com,,Salesforce
9579152,,Jessica Rios,,,jessica@loyola-asset.com,,List import
10884087,Inactive Investor,Harlan Hogrefe,Investment Advisor Representative,"Royal Fund Management, LLC",hhogrefe@royalfundmanagement.com,,Salesforce
9547593,,Carlos Obando,,,carlos@345pi.com,,List import
10820611,Inactive Investor,Thomas Unger,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Chicago IL 227 W Monroe St,tunger@rockco.com,,Salesforce
9602128,,Brenda Bush,,,bbush@nationsfg.com,,List import
370619,,Kawaljit Bhatia,,United States,jitguru611@gmail.com,,Salesforce
9602980,,Fa-akalu Inabubeleba Briggs,,,lyfofbriggz1@gmail.com,,List import
10887897,Inactive Investor,George Fisher,Chief Executive Officer;Investment Advisor Representative;President,Boynton Financial LLC,george@boyntonfinancial.net,,Salesforce
10870251,Inactive Investor,Tracey Childers-Gummo,,Cetera Advisor Networks LLC State College PA 409 S Pugh St,,,Salesforce
11168911,Inactive Investor,Deborah Gwizd,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",deborah_gwizd@ml.com,,Salesforce
205014,,ROCCO BONAZZA,,NA,rocco.bonazza4@gmail.com,(210) 445-8898,medium
10868284,Inactive Investor,Timothy Roth,,"Osaic Wealth, Inc. Maumee OH 1645 Indian Wood Cir",,,Salesforce
11002391,Inactive Investor,Nina Vierra,,PFS Investments Inc. Honolulu HI 2153 N King St,nvierra.87fsy@primerica.com,,Salesforce
10832235,Inactive Investor,Elaine Ellinger,,PFS Investments Inc. Dillsburg PA 1748 Baltimore Pike,elaine.ellinger@primerica.com,,Salesforce
11125487,Inactive Investor,Amy Straightiff,Financial Advisor,Edward Jones Front Royal VA 8502 Winchester Rd,amy.straightiff@edwardjones.com,,Salesforce
11020181,Inactive Investor,Jonathan Livingston,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,jslivingston@ft.newyorklife.com,,Salesforce
235859,, -,,[[Unknown]],renzmrenz@gmail.com,,
11050087,Inactive Investor,Christopher Haysley,Chief Compliance Officer;President,"Haysley Financial Services, Inc.",chris@haysleyfinancial.com,,Salesforce
335387,,Joanne Brouwer,Portfolio Managers,"First Pacific Financial, Inc.",joanne@fp-financial.com,360-254-2585,Manual List Upload
350817,,Douglas Tidmore,,Tidmore Retirement Planning Specialists,douglas@tidmorerps.com,440-498-1396,Manual List Upload
11212631,Inactive Investor,Clinton Sunada,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,csunada@ft.newyorklife.com,,Salesforce
10657212,,Kyle Haider,,,kyle.haider@fmr.com,,List Import
9561270,,Beau Fontenot,,,beau_fontenot@hancockbank.com,,List import
11115494,Inactive Investor,Brian Chang,,LPL Financial LLC Honolulu HI 1221 Kapiolani Blvd,brian.chang@lpl.com,,Salesforce
10853341,Inactive Investor,Sharon Blechinger,,"Cambridge Investment Research, Inc. Madison WI 2921 Landmark Pl",,,Salesforce
11085193,Inactive Investor,John Anderson,Financial Advisor,LPL Financial LLC Dublin PA 123 N Main St,,,Salesforce
10828039,Inactive Investor,James Stubbs,Financial Advisor,Edward Jones Copperas Cove TX 175 W Business 190,jc.stubbs@edwardjones.com,,Salesforce
232765,, -,,[[Unknown]],juanfpolanco@pm.me,,
370587,,Troy Torres,,United States,troy@uniquelawncares.com,,Salesforce
10862193,Inactive Investor,Jeffrey Gossard,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",jeffrey.gossard@nm.com,,Salesforce
211289,,Catherine Murphy,Research Associate,The International Foundation for Electoral Systems,cmurphy@ifes.org,,Content
9547548,,Graham Forrester,,,gforrester@ayco.com,,List import
11220740,,James Callahan,,,james_callahan@pentalphaglobal.com,,Other
11035795,Inactive Investor,James Fitzcharles,Assistant Vice President;Senior Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",james.fitzcharles@ml.com,,Salesforce
9573559,,Louis Glaser,,,louis.glaser@suntrust.com,,List import
10695942,,Marshall Rathmell,,BCR Wealth Strategies,mrathmell@bcrwealth.com,,List Import
9646308,,PAVEL RAMIREZ,,,pavel_7@hotmail.com,,List import
11013899,Inactive Investor,Joshua Hatter,,J.P. Morgan Securities LLC Wyoming MI 1825 44th St SW,joshua.hatter@jpmorgan.com,,Salesforce
11037064,Inactive Investor,Robert Markwalter,Financial Advisor,Park Avenue Securities LLC Saint Augustine FL 559 W Twincourt Trl,robert_markwalter@glic.com,,Salesforce
10857194,Inactive Investor,William Dow,,Bolton Global Capital Falmouth ME 134 US Rte 1,,,Salesforce
11185478,Inactive Investor,Kelsey Belsito,Registered Client Associate,"Wells Fargo Clearing Services, LLC Laguna Beach CA 265 Ocean Ave",kelsey.kardos@wfadvisors.com,,Salesforce
11018483,Inactive Investor,Paige Millikin,Client Service Specialist,Sage Wealth Planning Canton MI Private Residence,,,Salesforce
10619216,,Patricia Mackiw,,,patricia.mackiw@morganstanley.com,,List Import
10506016,,Douglas Shannep,Investment Advisor,QRS Wealth Advisors (Woodbury Financial),doug@discerninginvestor.com,833-959-0003,List import
10806734,Inactive Investor,Irada Ibrahimova,Investment Associate,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",irada.ibrahimova@rbc.com,,Salesforce
10795170,Inactive Investor,Kevin Farmer,Associate Branch Manager;Senior Vice President,Robert W. Baird & Co. Incorporated Morganfield KY 106 S Court St,kfarmer@rwbaird.com,,Salesforce
32298,,Jeffrey Christopher,Wealth Manager,Sheets Smith Wealth Management,jchristopher@sheetssmith.com,336-765-2020,
11048795,Inactive Investor,Alan Weissberger,Director,"Hirtle, Callaghan & Co., LLC",aweissberger@hirtlecallaghan.com,,Salesforce
10796109,Inactive Investor,Vito Mannino,Financial Advisor;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,vito.mannino@morganstanley.com,,Salesforce
11103113,Inactive Investor,Suzan Donahue,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,suzan.donahue@fidelity.com,,Salesforce
9609352,,Erick Head,,,blacknaplestag@yahoo.com,,List import
9558906,,Brett Rogers,,,brogers@cacu.com,,List import
10795757,Inactive Investor,Michael Cecere,Member;Partner,"Gray Private Wealth, LLC",mcecere@gggcpas.com,,Salesforce
10968652,Inactive Investor,Joseph Kassouf,,Cetera Investment Services LLC Birmingham AL 1592 Montgomery Hwy,,,Salesforce
10830446,Inactive Investor,Deborah Strukoff,,Lincoln Investment Lombard IL 500 Waters Edge,dstrukoff@lincolninvestment.com,,Salesforce
10965844,Inactive Investor,Rodnetta Chandler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10985337,Inactive Investor,Erika Corbin,,"Avantax Investment Services, Inc. Basalt CO 200 Basalt Center Cir",,,Salesforce
9615235,,lis Jesus,,,jewlqkzer@valanides.com,,List import
11009994,Inactive Investor,Steven Kupershteyn,Management Consultant;Senior Consultant,UBS Financial Services Inc.,,,Salesforce
10785679,Inactive Investor,Denise Mersinger,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",denise_mersinger@ml.com,,Salesforce
10812430,Inactive Investor,Scott Smith,Compliance Consultant,"Wells Fargo Advisors Financial Network, LLC",scott.smith@wellsfargoadvisors.com,,Salesforce
10837326,Inactive Investor,Kristin Wessels,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kristin.wessels@fidelity.com,,Salesforce
10873706,Inactive Investor,Ronald Siegel,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10819416,Inactive Investor,Jared Koch,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",jared.koch@schwab.com,,Salesforce
10819707,Inactive Investor,Joshua Wood,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",joshua.wood@ml.com,,Salesforce
11172189,Inactive Investor,Jordan Gibbs,Co-Chief Investment Officer;Founder;President,"Heritage Wealth Management, Inc.",jordan@hwmi.com,,Salesforce
11061203,Inactive Investor,Kevin Hannigan,Financial Advisor,Edward Jones Saint Petersburg FL 1216 66th St N,kevin.hannigan@edwardjones.com,,Salesforce
117533,,John Kinsella,,IHT Wealth Management LLC,john.kinsella@ihtwm.com,630-560-3665,
10826586,Inactive Investor,Richard Holine,Vice President - Investments,"Raymond James & Associates, Inc. Walnut Creek CA 2999 Oak Rd",richard.holine@raymondjames.com,,Salesforce
11069773,Inactive Investor,Lindsey Curtin,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",lindsey.curtin@bernstein.com,,Salesforce
10972078,Inactive Investor,Kaleb Baker,Financial Advisor,"CUSO Financial Services, L.P. Fairborn OH 1298 E Dayton Yellow Springs Rd",,,Salesforce
10789456,Inactive Investor,Robert Allen,,Cetera Advisor Networks LLC Greensboro NC Private Residence,allenr@ceteranetworks.com,,Salesforce
10658188,Inactive Investor,Michael Burke,Investment Advisor;Senior Vice President,"Monere Wealth Management, Inc. Oak Brook IL 1111 W 22nd St",mburke@monereinvestments.com,,List Import
10759918,Inactive Investor,Andrew Burish,Financial Advisor;Managing Director,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,andrew.burish@ubs.com,,Salesforce
60625,,Willem Straatman,,United States,wstraatman@gmail.com,,
9577269,,Timothy McCann,,,hokie089@aol.com,,List import
9571534,,Jonathan Weinberg,,,brooklynjon@gmail.com,,List import
10891256,Inactive Investor,Franklin Lumley,,State Farm VP Management Corp. Saint Louis MO 7919 Big Bend Blvd,,,Salesforce
4339274,Inactive Investor,Carlos Shigueta,Senior Research Analyst,"Aureus Asset Management, Llc",cshigueta@aureus-asset.com,(617) 728-8900,
11059983,Inactive Investor,Jacob Fleming,,"Solitude Financial Services, Inc.",,,Salesforce
10790917,Inactive Investor,Patrick Shinn,Partner;President,"Heritage Asset Advisors Ltd., LLP",patrick.shinn@heritageassetadvisors.com,,Salesforce
10902913,Inactive Investor,Bao-Tran Do,,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,,,Salesforce
11142789,Inactive Investor,Punnary Koy,,"Transamerica Financial Advisors, Inc Minneapolis MN 7900 International Dr",punnary.koy@tfaconnect.com,,Salesforce
9585679,,Kathy Mattina,,,kmattina@platformllc.com,,List import
11195352,Inactive Investor,Carlos Mercadal,Executive Vice President;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,carlos.mercadal@morganstanley.com,,Salesforce
10821828,Inactive Investor,Phillip Watkins,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,phillip.watkins@morganstanley.com,,Salesforce
10845071,Inactive Investor,Stephen Bergleitner,,"Northwestern Mutual Investment Services, LLC Bennington VT 160 Benmont Ave",stephen.bergleitner@nm.com,,Salesforce
11018262,Inactive Investor,Kathleen Lee,,"MML Investors Services, LLC Wedgefield SC Private Residence",kathleenlee@financialguide.com,,Salesforce
1003230,Inactive Investor,Joseph Roger Ver,,Bitcoin.com,joseph@bitcoin.com,,Other
11046799,Inactive Investor,Jill Snyder,,PlanMember Securities Corporation Delafield WI 19 Crossroads Ct,jsnyder@planmembersec.com,,Salesforce
10613846,,Christopher Tolman,"Financial Advisor, Managing Director",,christopher.tolman@ubs.com,,List Import
10645249,,Ulices Gomez,,,ulices.gomez@chase.com,,List Import
11211239,Inactive Investor,Rochelle Scanlon,Wealth Management Banker,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",rochelle.scanlon@wellsfargoadvisors.com,,Salesforce
11131636,Inactive Investor,Charlotte Jones,Advisor;Chief Operating Officer;Chief Operations Officer,"Northstar Financial Management, Inc.",cjones@nsfmanagement.com,,Salesforce
10872510,Inactive Investor,Richard Levine,,"Osaic Wealth, Inc. Sarasota FL 5533 Marquesas Cir",,,Salesforce
11234673,Inactive Investor,Michael Howard,Partner;Wealth Manager,Creative Planning Burlingame CA 333 Lorton Ave,michael.howard@creativeplanning.com,,Salesforce
10845854,Inactive Investor,Ryan Martin,,Key Investment Services LLC,rmartin@kisinvestments.com,,Salesforce
11102023,Inactive Investor,Jordan Meyer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10661562,,Michael Melby,,,mmelby@gatecitycap.com,,List Import
9613106,,Michael McManus,,,michael.mcmanus@ubs.com,,List import
11199686,Inactive Investor,Jonathan Pickert,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",jonathan.d.pickert@bofa.com,,Salesforce
10743273,Inactive Investor,Mitchell Avnet,Chief Compliance Officer,15 Equity,,,Salesforce
11063152,Inactive Investor,Jeffrey Segelke,Chief Compliance Officer;President,JRS Wealth Management LLC,,,Salesforce
9548404,,Mark Roth,,,mroth@claraphi.com,,List import
11007164,Inactive Investor,Steven Wickman,Financial Planner,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",steven.wickman@prudential.com,,Salesforce
10957714,Inactive Investor,Ryan Andrade,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",ryan.andrade@ml.com,,Salesforce
11179271,Inactive Investor,James Cronin,Financial Advisor,Morgan Stanley Orland Park IL 15341 S 94th Ave,james.k.cronin@morganstanley.com,,Salesforce
9630929,,Pamela Fernando,,,zanctumtrading@gmail.com,,List import
8145,, -,,[[Unknown]],nickfil112@gmail.com,,Initial Salesforce Import
10977115,Inactive Investor,Udeismy Sainz De La Torre,,J.P. Morgan Securities LLC Hialeah FL 1456 W 49th St,udeismy.prado@chase.com,,Salesforce
10798977,Inactive Investor,Kelly Christensen,Chief Compliance Officer;Director;President,Sage Financial Advisors Inc.,kellyc@sagefinancialaz.com,,Salesforce
10979867,Inactive Investor,Shamorris Colbert,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,scolbert@primerica.com,,Salesforce
10899523,Inactive Investor,Guy Heichman,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
11138418,Inactive Investor,Dheeraj Dawani,,CIBC World Markets Corp.,,,Salesforce
11227929,,Param Pithadia,,,ppithadia6@gatech.edu,,Web Form Fillout
10805047,Inactive Investor,James Carroll,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 3110 Edwards Mill Rd",james.carroll@wfafinet.com,,Salesforce
10872267,Inactive Investor,Patricia Jones,Senior Client Service Associate,"Raymond James & Associates, Inc. Somers NY 341 Rte 202",tricia.jones@raymondjames.com,,Salesforce
10990388,Inactive Investor,Zachary Ford,Financial Advisor Assistant,"CUSO Financial Services, L.P. Salt Lake City UT 455 E 500 S",,,Salesforce
11168854,Inactive Investor,Glendell Baker,Investment Advisor Representative,"Osaic Wealth, Inc. Frisco TX 8380 Warren Pkwy",,,Salesforce
10954290,Inactive Investor,Michael McGavin,Financial Advisor,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
10770544,Inactive Investor,Thomas Mulvaney,Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,thomas.mulvaney@ubs.com,,Salesforce
11164853,Inactive Investor,Philip Lockwood,,"Parkland Securities, LLC Des Moines IA 1501 Ingersoll Ave",plockwood@parklandrep.com,,Salesforce
10487638,,Charles Jones,Private Wealth Advisor,"Ameriprise Financial Services, LLC",charles.c.jones@ampf.com,,List Import
11037989,Inactive Investor,Raven Brockriede,Senior Client Associate,Morgan Stanley Boston MA 28 State St,raven.brockriede@morganstanley.com,,Salesforce
10852520,Inactive Investor,John Coleman,Director - Alternative Investments;Financial Advisor;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,john.a.coleman@morganstanley.com,,Salesforce
11129042,Inactive Investor,Insley Edgar,,"J.W. Cole Financial, Inc. Palatka FL 601 Saint Johns Ave",,,Salesforce
10846714,Inactive Investor,John Filippone,,Cetera Advisors LLC,john.filippone@ceteraadvisors.com,,Salesforce
11117487,Inactive Investor,Seema Jha,,J.P. Morgan Securities LLC Tucson AZ 10310 N la Canada Dr,seema.jha@jpmorgan.com,,Salesforce
9575408,,Karl Lorch,,,klorch@financialguide.com,,List import
11090504,Inactive Investor,Earl Russell,Financial Advisor,Edward Jones Gainesville TX 305 W Broadway St,lee.russell@edwardjones.com,,Salesforce
10844782,Inactive Investor,Daniel Delmoro,Director;Director - Investments,"Klingman and Associates, LLC",ddelmoro@klingmanria.com,,Salesforce
10973023,Inactive Investor,Charlene Vo,,J.P. Morgan Securities LLC Sunnyvale CA 410 S Mathilda Ave,charlene.t.vo@chase.com,,Salesforce
11030411,Inactive Investor,James Fedewa,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10611930,,Steven Flagg,"Senior Vice President, Wealth Management Advisor",,steven.flagg@morganstanley.com,,List Import
9563124,,Joseph Ishie,,,joseph.ishie@abcnig.com,,List import
9616910,,pedro sarmiento,,,pedrosarm@gmail.com,,List import
10997447,Inactive Investor,Han Kyul Kim,,"Pruco Securities, LLC. El Segundo CA 222 N Pacific Coast Hwy",han.kim@prudential.com,,Salesforce
51292,,Ray Weiss,Financial Consultant,Thrivent Investment Management Inc.,ray.weiss@thrivent.com,,
10945278,Inactive Investor,Aubrianne Thomas,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
373852,,Mark Hobbin,,[Unknown],marianamatt84@gmail.com,,source
11033493,Inactive Investor,Aridai Eubank,Financial Advisor;Office Manager,LPL Financial LLC Fort Wayne IN 10470 Maysville Rd,aridai.eubank@lpl.com,,Salesforce
11255088,Inactive Investor,Christopher Gilmor,Senior Wealth Manager,"Stansberry Asset Management, LLC San Mateo CA 411 Borel Ave",,,Salesforce
11040060,Inactive Investor,Christopher Stanley,Financial Advisor,Morgan Stanley Winston-Salem NC 100 N Main St,christopher.stanley@morganstanley.com,,Salesforce
11038375,Inactive Investor,Cassandra Bezeau,,"Regulus Financial Group, LLC Monroe MI 72 W Front St",,,Salesforce
11153504,Inactive Investor,Raymond Foor,,"B.B. Graham & Company, Inc. Oklahoma City OK 1900 NW Expy",,,Salesforce
9561191,,Aleksandr Sheredeko,,,aleksandr.for.trading@gmail.com,,List import
11148078,Inactive Investor,Douglas Weltz,,Fidelity Brokerage Services LLC,douglas.weltz@fidelity.com,,Salesforce
11200725,Inactive Investor,Craig Hatcher,,"Woodmen Financial Services, Inc.",chatcher@woodmen.org,,Salesforce
11229819,Inactive Investor,Kenyon Stuchell,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",kenyon.stuchell@nm.com,,Salesforce
11074832,Inactive Investor,John Schultz Iii,Financial Advisor,"Forum Financial Management, LP Greenwood Village CO Private Residence",,,Salesforce
11047173,Inactive Investor,Robert Klaess,Director - Risk Management;Senior Wealth Advisor;Vice President,Clear Creek Advisors,rklaess@ccaretirement.com,,Salesforce
9633785,,Angelos Christidis,,,angeloschristides@gmail.com,,List import
11015407,Inactive Investor,Carmen Andrews,Financial Advisor,Merit Financial Advisors Denver NC 2614 N NC 16 Business Hwy,,,Salesforce
11086587,Inactive Investor,Matthew Reynolds,Financial Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 409 E Cook Rd",matthew.m.reynolds@ampf.com,,Salesforce
11105553,Inactive Investor,Juliana Ueno,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",juliana.ueno@alexbrown.com,,Salesforce
11190689,Inactive Investor,Matthew Chapman,Financial Advisor,Edward Jones Tahlequah OK 2808 S Muskogee Ave,matt.chapman@edwardjones.com,,Salesforce
11070987,Inactive Investor,Eric Desjarlais,Financial Advisor,Edward Jones Plymouth WI 710 Eastern Ave,eric.desjarlais@edwardjones.com,,Salesforce
10760972,Inactive Investor,John Reed,,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11031832,Inactive Investor,Cassandra Cothran,,"Crews & Associates, Inc. Searcy AR 2800 E Race Ave",scothran@crewsfs.com,,Salesforce
10989971,Inactive Investor,Tyme Jacobs,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,tjacobs01@ft.newyorklife.com,,Salesforce
11039956,Inactive Investor,Gira Patel,Senior Relationship Manager,Sierra Investment Management Inc,gira@sierrainvestment.com,,Salesforce
10897485,Inactive Investor,Jessica Millan,Financial Advisor,Edward Jones Rochester NY 906 Elmgrove Rd,jessica.millan@edwardjones.com,,Salesforce
9623186,,jun wang,,,yulejunea@gmail.com,,List import
11235684,Inactive Investor,Paresh Shah,Owner,Merkkuri Wealth Advisors LLC,,,Salesforce
9601772,,Katherine Frank,,,frank@madisonadv.com,,List import
10882525,Inactive Investor,Joseph Perrino,,"Wells Fargo Clearing Services, LLC Cape Coral FL 2504 Santa Barbara Blvd",joseph.perrino@wellsfargo.com,,Salesforce
10998130,Inactive Investor,Skye Watson,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
11173413,Inactive Investor,Mark Engberg,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Rehoboth Beach DE 19266 Coastal Hwy",mark.engberg@schwab.com,,Salesforce
11115409,Inactive Investor,Jason Frischknecht,,"Raymond James & Associates, Inc. Salt Lake City UT 95 S State St",jason.frischknecht@raymondjames.com,,Salesforce
10886184,Inactive Investor,Stephanie Chaplinski-Kane,Financial Advisor;Vice President,Santander Securities LLC Harrisburg PA 4251 Union Deposit Rd,stephanie.chaplinski@santanderinvestments.com,,Salesforce
10823280,Inactive Investor,Kenneth Kobek,,"Raymond James Financial Services, Inc. Mishawaka IN 245 W Edison Rd",kenneth.kobek@raymondjames.com,,Salesforce
10980308,Inactive Investor,Marco Oliveira,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,marco.oliveira@safra.com,,Salesforce
11114323,Inactive Investor,Thomas Watkins,,Cetera Financial Specialists LLC Oakland NJ 169 Ramapo Valley Rd,thomas.watkins@ceterafs.com,,Salesforce
11019760,Inactive Investor,Baran Alaeehosseini,,J.P. Morgan Securities LLC Oakland CA 5114 Broadway,,,Salesforce
9601555,,Thomas Herstad,,,therstad@oakridgefinancial.com,,List import
10752681,Inactive Investor,Jamelie Hartman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",jamelie.hartman@ml.com,,Salesforce
10616718,,Jack Mullen,,,jack.mullen@ml.com,,List Import
10644348,,Jeffrey Cruz,,,jeffrey.cruz@primerica.com,,List Import
11067908,Inactive Investor,Rachel Gustafson,Chief Compliance Officer;Investment Advisor Representative,Financial Investment Team,rachel@fi-team.com,,Salesforce
10936382,Inactive Investor,David Mogannam,,LPL Financial LLC San Mateo CA 195 E 4th Ave,david.mogannam@lpl.com,,Salesforce
10904862,Inactive Investor,Dustin Hayden,,"FBL Marketing Services, LLC Davenport IA 5117 Jersey Ridge Rd",dustin.hayden@fbfs.com,,Salesforce
374252,,Simon Woldai,,,,678-464-0912,Salesforce
11100649,Inactive Investor,Kevin Wells,Financial Consultant,LPL Financial LLC Indianapolis IN 9465 Counselors Row,kevin.wells@lpl.com,,Salesforce
11033744,Inactive Investor,Jacob Thro,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11080749,Inactive Investor,Andrew Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",,,Salesforce
9610930,,Robert Poston,,,robpo300@live.com,,List import
10607784,,John Valencia,,,john.valencia@lpl.com,,Web Form Fillout
10983862,Inactive Investor,Austin Bowlin,,Aurora Securities Kirkland WA 10510 Northup Way,,,Salesforce
9598814,,Diane Raspanti,,,raspantidiane@gmail.com,,List import
11118083,Inactive Investor,Austin Hartke,,"Pruco Securities, LLC. Effingham IL 210 S 2nd St",austin.hartke@prudential.com,,Salesforce
11064593,Inactive Investor,Riley Reagor,,NYLIFE Securities LLC Lubbock TX 6121 79th St,rdreagor@ft.newyorklife.com,,Salesforce
11211391,Inactive Investor,Norman Bradshaw,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10875986,Inactive Investor,Jeffrey Niedzwiecki,Financial Advisor,"Ameriprise Financial Services, LLC Bel Air MD 211 Fulford Ave",jeffrey.niedzwiecki@ampf.com,,Salesforce
11118278,Inactive Investor,Eric Ortego,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
11178921,Inactive Investor,Daniel Madrigal,,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,daniel.madrigal@chase.com,,Salesforce
10930720,Inactive Investor,Trevor Shakiba,Limited Partner,AnCap Financial,,,Salesforce
11217923,,Molly Williams,,,molly.williams@ml.com,,List Import
371709,,Harrison Fein,,United States,jettfein@gmail.com,,Salesforce
10884677,Inactive Investor,John Weisbrod,Director - Wealth Management,Quantum Financial Advisors Inc Pittsburgh PA 604 McKnight Park Dr,,,Salesforce
11125431,Inactive Investor,Chad Perkins,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,chad.perkins@fidelity.com,,Salesforce
9571963,,Nicholas Bozzuto,,,nbozzuto1@gmail.com,,List import
9587469,,arthur silver,,,asilver8@charter.net,,List import
11176942,Inactive Investor,Kenneth Michaels,Financial Advisor;Investment Advisor,Wisely Advised,ken@wiselyadvised.com,,Salesforce
10656393,,Helen Dritakis,,,helen.dritakis@wellsfargoadvisors.com,,List Import
10859443,Inactive Investor,Lance Powers,Chief Compliance Officer;Managing Principal,"Canopy 360 Wealth, LLC",lpowers@canopy360.com,,Salesforce
11013177,Inactive Investor,Hai Liang,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,hliang@ft.newyorklife.com,,Salesforce
11195396,Inactive Investor,Georgina Jui,,"Charles Schwab & Co., Inc. Dublin CA Private Residence",georgina.jui@schwab.com,,Salesforce
9604847,,Charlene Mitchell,,,cgmitchell24@yahoo.com,,List import
11195836,Inactive Investor,Jennifer Dugan,,"Osaic Wealth, Inc.",,,Salesforce
11073236,Inactive Investor,Nicole Sullivan,Chief Compliance Officer;Co-Founder;Director - Financial Planning,Prism Planning Partners,nicole@prismplanningpartners.com,,Salesforce
11024220,Inactive Investor,Lawrence Friedman,Financial Advisor,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",lfriedman@financialguide.com,,Salesforce
11191282,Inactive Investor,David Elliott,Chief Compliance Officer;Chief Executive Officer;President,"Artifex Advisory Group, Inc.",josh@artifexadvisory.com,,Salesforce
240637,,McGowan John,,[Unknown],john.mcgowan@mandala.financial,,Event
10788927,Inactive Investor,Jeanne Marble,Financial Advisor,Edward Jones Midland TX 2602 W Kansas Ave,donette.marble@edwardjones.com,,Salesforce
10830143,Inactive Investor,Frank Evangelist,,"Kestra Investment Services, LLC Pleasant Hill CA 2300 Contra Costa Blvd",frank.evangelist@nfp.com,,Salesforce
10958185,Inactive Investor,Abigail Farrell,,Vanguard Marketing Corporation,abigail_farrell@vanguard.com,,Salesforce
10646944,,Eydie Hoeppner,,,eydie.hoeppner@edwardjones.com,,List Import
11009176,Inactive Investor,Michael Cullinane,Financial Advisor,"Ameriprise Financial Services, LLC McPherson KS 100 S Main St",mike.cullinane@ampf.com,,Salesforce
9622169,,Peggy Goodell,,,pegswthbllc64@gmail.com,,List import
10948432,Inactive Investor,Anthony Mitchell,Chief Executive Officer;Chief Investment Officer;Director;President;Regulatory Contact,Marketocracy Masters Capital Management LLC,,,Salesforce
11194029,Inactive Investor,Kamlesh Patel,,NYLIFE Securities LLC Haledon NJ Private Residence,kpatel3@ft.newyorklife.com,,Salesforce
10790207,Inactive Investor,Charles Earnest,Financial Advisor,Edward Jones Overland Park KS 8717 W 110th St,charles.earnest@edwardjones.com,,Salesforce
11231249,Inactive Investor,Emily Erickson,,Fidelity Brokerage Services LLC,,,Salesforce
10597913,Inactive Investor,John Bueno,,Raetz Bueno Moten Morgan Stanley,john.bueno@morganstanley.com,,Salesforce
9632966,,Robert Boege,,,rboege@comcast.net,,List import
9643656,,Jaison Milkovich,,,jmilkovich@ashenim.com,,List import
11122710,Inactive Investor,Neil Holt,Financial Planning Assistant,"Ameriprise Financial Services, LLC West Hartford CT 57 N Main St",neil.holt@ampf.com,,Salesforce
9565152,,Siyu Qian,,,era.qian@gmail.com,,List import
9632039,,DANYELLE JORGENSEN,,,motivationaltao@gmail.com,,List import
10611308,,Jay Hyman,"Senior Financial Advisor, Senior Vice President",,jay.hyman@ml.com,,List Import
9551268,,William Adams,,,badams@advisoryresearch.com,,List import
6971179,,David Johnson,,,rojow34340@wiroute.com,,Web Form Fillout
10831217,Inactive Investor,Julie Scates,Founder;President;Principal,Asti Financial Management Berkeley CA 1003 Jones St,julie@astifinancial.com,,Salesforce
185798,,Kyle Raab,,Self employed,kyleraab33@gmail.com,3065801616,News & Research
163522,,F F,,[Unknown],fbd48@hotmail.fr,,Other
10857053,Inactive Investor,Charles Locy,Financial Professional,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",clocy@financialguide.com,,Salesforce
9599835,,Michael Eichinger,,,michael.eichinger@personalcapital.com,,List import
10657214,,Ian Gatehouse,,,ian.gatehouse@fidelity.com,,List Import
9633401,,Carlos González montoya,,,cagm13@hotmail.com,,List import
237973,, -,,[[Unknown]],djgoodner4@gmail.com,,
240633,,McClafferty Erin,,[Unknown],emcclafferty@bbdcpa.com,,Event
11142933,Inactive Investor,Denise Ruiz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",d.villarreal@ml.com,,Salesforce
10965931,Inactive Investor,Shawn Penrod,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10783013,Inactive Investor,Donna Garvey,Financial Advisor,"Pruco Securities, LLC. Sioux City IA 4300 S Lakeport St",donna.leekley-garvey@prudential.com,,Salesforce
9559050,,Peter Kelly,,,peter.kelly@fmr.com,,List import
10874355,Inactive Investor,Amy Shuff,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 605 Chestnut St",amy.shuff@nm.com,,Salesforce
10809607,Inactive Investor,Wayne Brannan,Financial Advisor,"Wells Fargo Clearing Services, LLC Milltown NJ 15 N Main St",wayne.brannan@wellsfargo.com,,Salesforce
10832412,Inactive Investor,Thomas Crowley,Financial Advisor,Edward Jones Cambridge MA 1692 Massachusetts Ave,tom.crowley@edwardjones.com,,Salesforce
9598355,,Harry Gruner,,,hgruner@jmi.com,,List import
10612488,,Robert Kurzweil,Financial Advisor,,robert.kurzweil@ampf.com,,List Import
337141,,Barbara Every,Director Of Investor Services; Executive Committee Member,Doubleline Capital Lp,barbara.every@doubleline.com,213-633-8200,Manual List Upload
11163352,Inactive Investor,Matthew Bowman,,"First Command Brokerage Services, Inc. Oklahoma City OK 5604 SE 67th St",mhbowman@firstcommand.com,,Salesforce
10862428,Inactive Investor,John Bergquist,,Cetera Financial Specialists LLC Mount Prospect IL 200 E Evergreen Ave,john.bergquist@ceterafs.com,,Salesforce
11008010,Inactive Investor,Shaun Patterson,,"World Investments, Inc. Columbus OH 445 Hutchinson Ave",shaun.patterson@raymondjames.com,,Salesforce
10752446,Inactive Investor,Ricky Meeks,,"Raymond James Financial Services, Inc. Kannapolis NC 313 S Main St",ricky.meeks@raymondjames.com,,Salesforce
11013897,Inactive Investor,Mohammad Abdelkhaleq,,J.P. Morgan Securities LLC Cedar Park TX 1200 N Bell Blvd,mohammad.abdelkhaleq@jpmorgan.com,,Salesforce
11188375,Inactive Investor,Kenneth Stotmeister,,LPL Financial LLC Moline IL Private Residence,ken.stotmeister@lpl.com,,Salesforce
11084675,Inactive Investor,Alexis Kazarian,,Morgan Stanley Paramus NJ 61 S Paramus Rd,alexis.kazarian@morganstanley.com,,Salesforce
10897316,Inactive Investor,Brent Affolter,,"MML Investors Services, LLC Medina OH 1093 Medina Rd",baffolter@financialguide.com,,Salesforce
10803399,Inactive Investor,Patricia Noren,Portfolio Associate;Senior Sales Associate,Morgan Stanley Sacramento CA 400 Capitol Mall,patricia.noren@morganstanley.com,,Salesforce
10771168,Inactive Investor,Corey Kimble,Retirement Benefits Consultant;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",corey.kimble@ml.com,,Salesforce
11171667,Inactive Investor,Michael Graff,Investment Advisor Representative,Brookstone Capital Management LLC Walpole MA 1600 Providence Hwy,,,Salesforce
9571902,,Olga Chernova,,,olga.chernova@sancuscap.com,,List import
9576082,,Leo Leonard,,,leoleonard331984@gmail.com,,List import
10834482,Inactive Investor,Eugene Shkolnikov,Financial Advisor,"Northwestern Mutual Investment Services, LLC Brooklyn NY 2908 Emmons Ave",eugene.shkolnikov@nm.com,,Salesforce
10834210,Inactive Investor,Jonathan Coon,Senior Vice President,"Raymond James & Associates, Inc. Anchorage AK 188 W Northern Lights Blvd",jon.coon@raymondjames.com,,Salesforce
11209326,Inactive Investor,Bernard Layon,,"Empower Financial Services, Inc Omaha NE 1123 S 80th St",bernard.layon@empower.com,,Salesforce
10898948,Inactive Investor,Stephen Rossi,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,stephen.rossi@fmr.com,,Salesforce
9547511,,Baz Nissan,,,baz.nissan@valic.com,,List import
10945048,Inactive Investor,Zakaria Alhabbal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 13024 Michigan Ave",zakaria.alhabbal@ml.com,,Salesforce
11008938,Inactive Investor,Shane Wolden,,Park Avenue Securities LLC Wayzata MN 222 Minnetonka Ave S,shane_wolden@glic.com,,Salesforce
11114809,Inactive Investor,Ryan Miller,Financial Advisor,"MML Investors Services, LLC New Albany OH 6525 W Campus Oval",ryanmmiller@financialguide.com,,Salesforce
9569777,,Mike Baik,,,mbaik@mooncapital.com,,List import
9595583,,Jeff Falcon,,,jsf416@gmail.com,,List import
10904939,Inactive Investor,Gary Kerchner,,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",gary.kerchner@nm.com,,Salesforce
10877119,Inactive Investor,Michael Bubalo,Financial Advisor,Edward Jones Bloomington IN 461 S Landmark Ave,michael.bubalo@edwardjones.com,,Salesforce
10923006,Inactive Investor,Jenny Larson,,LPL Financial LLC Duluth MN 1820 Maple Grove Rd,jenny.larson@lpl.com,,Salesforce
11032061,Inactive Investor,Nirav Patel,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",nirav.patel@nm.com,,Salesforce
9637613,,Brad Melton,,,bmelton@trinity.edu,,List import
11099175,Inactive Investor,Francoise Crandell,Financial Advisor,Premier Financial Group Inc,,,Salesforce
183446,,Marcin Grzesiek,,[Unknown],marcin.grzesiek@gmail.com,,Paid Social
10801501,Inactive Investor,Martin Finn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,martin.finn@ubs.com,,Salesforce
11099303,Inactive Investor,Sherrie Reece,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10914441,Inactive Investor,Brian Giesting,Financial Advisor,"Souders Financial Advisors, LLC",brian.giesting@soudersfinancial.com,,Salesforce
10979189,Inactive Investor,Robert Scheuing,,"Robotti Securities, LLC",scheuing@robotti.com,,Salesforce
9602362,,Richard Rauser,,,richard.rauser@gmail.com,,List import
344486,,Scotty George,Chief Investment Strategist,Alexander Capital Wealth Management Llc,sgeorge@alexandercapitallp.com,212-687-5650,Manual List Upload
249206,,Denis Imaev,,BGC,denis.imaev@cantor.com,,Manual List Upload
10754328,Inactive Investor,Greg Grajek,,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,greg.grajek@ubs.com,,Salesforce
9565009,,Michael McPhail,,,michael.mcphail@lfg.com,,List import
4972256,,yut tom,,,ragixik154@evilant.com,,Web Form Fillout
10777476,Inactive Investor,Michael Gromofsky,Managing Director,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",michael.gromofsky@schwab.com,,Salesforce
9575725,,Colby Dorman,,,colbydorman@hotmail.com,,List import
10776229,Inactive Investor,William Hennessey,Financial Consultant,"Charles Schwab & Co., Inc. Fort Mitchell KY 285 Buttermilk Pike",bill.hennessey@schwab.com,,Salesforce
10875460,Inactive Investor,Susanne Robinson,Financial Advisor;Registered Client Associate,"Wells Fargo Clearing Services, LLC Newport News VA 11817 Canon Blvd",,,Salesforce
10982912,Inactive Investor,Matthew Ghadimi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 2725 W 7th St",matthew.ghadimi@ml.com,,Salesforce
10984345,Inactive Investor,Shehab Elattar,,Santander Securities LLC Brooklyn NY 1769 86th St,shehab.elattar@santander.us,,Salesforce
10899134,Inactive Investor,Justine Tso,Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,justine.tso@morganstanley.com,,Salesforce
10873012,Inactive Investor,Christina Knaus,Financial Advisor,Edward Jones Long Valley NJ 62 E Mill Rd,chris.knaus@edwardjones.com,,Salesforce
9545948,,Sean Melnick,,,sean@melnick.co.uk,,List import
10613268,,Steven Neal,"First Vice President, Senior Financial Advisor",,steven.neal@ml.com,,List Import
10808377,Inactive Investor,Sherry Verburgt,Financial Advisor;Managing Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sherry.verburgt@ubs.com,,Salesforce
10753329,Inactive Investor,To Pak,Financial Advisor,Morgan Stanley Boulder CO 1800 Broadway,to.pak@morganstanley.com,,Salesforce
11034799,Inactive Investor,Terri Ichinose,,LPL Financial LLC Aiea HI 98-029 Hekaha St,terri.ichinose@lpl.com,,Salesforce
11076845,Inactive Investor,Michael Tursi,,"Wells Fargo Advisors Financial Network, LLC Arlington Heights IL 150 W Campbell St",michael.tursi@wfafinet.com,,Salesforce
9601728,,Robert Rathbun Jr,,,rrathbunjr@gmail.com,,List import
11168613,Inactive Investor,Dillan Keck,Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,dillan.keck@jpmorgan.com,,Salesforce
197575,,Timothy Norland,,n/a,tnorland@norlandproducts.com,7329957968,
11230916,Inactive Investor,Devon Killian,,"Raymond James Financial Services, Inc. Charlotte NC 1213 W Morehead St",,,Salesforce
11188234,Inactive Investor,James Meloncon,,"Allstate Financial Services, LLC Baton Rouge LA 15928 Tiger Bend Rd",jamesmeloncon@allstate.com,,Salesforce
10876970,Inactive Investor,Ryan Holzwarth,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",holzwarthr@stifel.com,,Salesforce
11062914,Inactive Investor,Gregory Becker,,"Farmers Financial Solutions, LLC Fishers IN 14074 Trade Center Dr",gbecker@farmersagent.com,,Salesforce
11156170,Inactive Investor,Michelle Frazier,Financial Advisor,"Ameriprise Financial Services, LLC Clearwater FL 2500 NE Coachman Rd",michelle.x.valenti@ampf.com,,Salesforce
11196931,Inactive Investor,Neil Van Dam,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",,,Salesforce
10774402,Inactive Investor,Jeffrey Martinides,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",jeffrey_martinides@ml.com,,Salesforce
10488900,,Storm Chapa,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,storm.b.chapa@jpmorgan.com,,List Import
11233361,Inactive Investor,Chad Di Stefano,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",,,Salesforce
11237216,Inactive Investor,Stephen Centurioni,Investment Advisor,Fisher Investments,,,Salesforce
10818856,Inactive Investor,Jerry Foreman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11072837,Inactive Investor,Debra Lang,,Lincoln Investment West Chester OH Private Residence,dlang@lincolninvestment.com,,Salesforce
9583175,,Bart Carlson,,,bart.carlson@fmr.com,,List import
10996330,Inactive Investor,Amber Kanzenbach,Financial Coach,Two West Capital Advisors LLC,,,Salesforce
11160578,Inactive Investor,Kieran Hughes,,Key Investment Services LLC,kieran.hughes@key.com,,Salesforce
11039965,Inactive Investor,Kenneth McManus,,"Osaic Wealth, Inc. Glastonbury CT 119-C Griswold St",,,Salesforce
9638442,,Lisa Dellisola,,,lisa.dellisola@ci.everett.ma.us,,List import
9600567,,Craig Gentry,,,craig@destinationwm.com,,List import
11205622,Inactive Investor,Nicholas Anderson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
10904809,Inactive Investor,Yara Mojena,Senior Financial Planning Consultant,"MML Investors Services, LLC Miami Beach Fl Private Residence",,,Salesforce
11142446,Inactive Investor,Subah Nasim,Client Associate,Neuberger Berman BD LLC,subah.nasim@nb.com,,Salesforce
11091654,Inactive Investor,David Macfarlane,,"Northwestern Mutual Investment Services, LLC Logan UT 45 E 200 N",david.macfarlane@nm.com,,Salesforce
10941729,Inactive Investor,Burwell Hutchinson,Chief Compliance Officer;Founder;Member;Wealth Advisor,"Integrated Wealth Advisors, LLC Rehoboth Beach DE 20245 Bay Vista Rd",,,Salesforce
10945499,Inactive Investor,Christopher Brien,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.brien@fmr.com,,Salesforce
11197953,Inactive Investor,Brady Burton,First Vice President,"Stifel, Nicolaus & Company, Incorporated Idaho Falls ID 900 Pier View Dr",,,Salesforce
11296305,Active Investor,Kacper Dolatowski,,Kacper Dolatowski,,,Salesforce
11078158,Inactive Investor,Deion Whittington,,J.P. Morgan Securities LLC Atlanta GA 891 Ponce De Leon Ave NE,deion.whittington@jpmorgan.com,,Salesforce
10916709,Inactive Investor,Branko Drakalski,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,branko.drakalski@fidelity.com,,Salesforce
11036941,Inactive Investor,Charmin Erickson,,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,charmin.erickson@thrivent.com,,Salesforce
11092156,Inactive Investor,Jared Brice,,"Horace Mann Investors, Inc.",jared.brice@horacemann.com,,Salesforce
11025535,Inactive Investor,Klinton Miyao,Chief People Officer;General Counsel;Manager;Regulatory Contact,Human Interest Advisors LLC,,,Salesforce
11109735,Inactive Investor,Jennifer Joseph,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jsjoseph@ft.newyorklife.com,,Salesforce
10838069,Inactive Investor,Michael Breard,,Cetera Advisor Networks LLC Baton Rouge LA 5035 Bluebonnet Blvd,,,Salesforce
10949373,Inactive Investor,Katie Stanton,,LPL Financial LLC Buffalo NY 285 Delaware Ave,katie.stanton@lpl.com,,Salesforce
10554757,,Fidel Collin,,,fimami@protonmail.com,,Web Form Fillout
11179547,Inactive Investor,Karen Woods,,Morgan Stanley Columbus GA 945 Broadway,karen.woods1@morganstanley.com,,Salesforce
10965166,Inactive Investor,George Hooks,,Edward Jones Americus GA 201 W Lamar St,,,Salesforce
11183193,Inactive Investor,Barbara Bilello,Partner;Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,barbara.bilello@corient.com,,Salesforce
10656841,,Aaron Leong,,,aaron.leong@sgcib.com,,List Import
11110149,Inactive Investor,Chase Sanders,Reporting Analyst,MJ Retirement,csanders@procourseadv.com,,Salesforce
9581998,,Alfredo Yanes,Managing Director,ActiTrust Wealth Management LLC,alfredo.yanes@actitrust.com,,List import
11001259,Inactive Investor,Tobi Mason,Investment Manager,Trillium Asset Management San Francisco CA 160 Spear St,tmason@trilliuminvest.com,,Salesforce
11168315,Inactive Investor,Racquel Morton,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,racquel.morton@primerica.com,,Salesforce
10925828,Inactive Investor,Michael Jeannot,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pompano Beach FL 9140 Wiles Rd",michael.jeannot@ml.com,,Salesforce
9544629,,Jack Koehler,,,john.jamison.koehler@gmail.com,,List import
11117678,Inactive Investor,Michael Abney,Financial Advisor,"Ameriprise Financial Services, LLC Oxford AL 663 Snow St",michael.abney@ampf.com,,Salesforce
11195878,Inactive Investor,Sean Powell,Wealth Consultant,"Raymond James Financial Services, Inc. Sioux Falls SD 2331 E 10th St",sean.powell@lpl.com,,Salesforce
9622312,,Marie Ntambue,,,ntambuemarie@gmail.com,,List import
10661401,,Gregory Diamond,,,gdiamond@gcdadvisors.com,,List Import
10892749,Inactive Investor,Matthew Sutton,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
342920,,Rick Adams,Founder,Adams-hansen & Associates,rick@adamshansen.com,952-224-9085,Manual List Upload
11261919,Inactive Investor,Jaskaran Virdi,,Jaskaran Virdi,jason.virdi@gmail.com,2038484380,Event
333011,,Mike Tsoukatos,Investment Analyst,"Ariston Services Group, LLC",mike@aristonservicesgroup.com,,
11194092,Inactive Investor,William Michno,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",william.michno@tfaconnect.com,,Salesforce
10956305,Inactive Investor,Kanubhai Patel,Member,WealthPaver,,,Salesforce
10984363,Inactive Investor,Michael McGrath,,PNC Investments Chicago IL 2021 N Clark St,,,Salesforce
216566,,Mark Bousson,Planning,Shoemaker Financial,mbousson@shoemakerfinancial.com,9017575757,Event
11028708,Inactive Investor,John Guzek,,PFS Investments Inc. Green Bay WI 1066 Mather St,john.guzek@primerica.com,,Salesforce
11017440,Inactive Investor,William Hunter,Financial Consultant;Financial Representative,Thrivent Investment Management Inc. Yakima WA 509 W Chestnut Ave,william.hunter@thrivent.com,,Salesforce
1001125,Inactive Investor,Todd Shupp,CIO,University of Kentucky Endowment,todd.shupp@uky.edu, +1 859 218 3901,3rd Party Lead Gen
9640860,,Jay Karpen,,,jkarpen@whittiertrust.com,,List import
11048028,Inactive Investor,Pamela Allen,,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",pamela.allen@raymondjames.com,,Salesforce
10815163,Inactive Investor,James Sophia,,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,jim.sophia@morganstanley.com,,Salesforce
10955374,Inactive Investor,Sneha Karihaloo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Milpitas CA 12 Ranch Dr",sneha.karihaloo@schwab.com,,Salesforce
11068082,Inactive Investor,Reggie Alilonu,,"Ameriprise Financial Services, LLC Phoenix AZ 1345 E Victor Hugo Ave",,,Salesforce
9638330,,Jerome Lazare,,,jerome.lazare@resfamiliaris.com,,List import
10764953,Inactive Investor,John Considine,Executive Director,UBS Financial Services Inc. Boston MA 1 Post Office Sq,john.considine@ubs.com,,Salesforce
10830366,Inactive Investor,James Fischer,,"Regulus Financial Group, LLC Pewaukee WI N27W23957 Paul Rd",,,Salesforce
11153088,Inactive Investor,Timothy O'Malley,Director - Private Wealth Management,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,tomalley@rwbaird.com,,Salesforce
11029670,Inactive Investor,Victoria Wyatt,,"Raymond James Financial Services, Inc. Bluefield WV 211 Federal St",victoria.rycroft@raymondjames.com,,Salesforce
11007678,Inactive Investor,Brandon Long,,"The Leaders Group, Inc.",,,Salesforce
11118796,Inactive Investor,Alan Erickson,,"FBL Marketing Services, LLC Fond Du Lac WI 258 S Main St",alan.erickson@fbfs.com,,Salesforce
10866466,Inactive Investor,Robert Depalma,,"Raymond James Financial Services, Inc. Greensburg PA 463 Brush Run Rd",robert.depalma@raymondjames.com,,Salesforce
9581075,,Herstle Jones,,,hjones@jones-associates.net,,List import
9581513,,Ryan -,,,bates.ryan63@gmail.com,,List import
11167954,Inactive Investor,Laura Fetterman,Account Executive;Authorized Officer;Team Assistant,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,laura.fetterman@ubs.com,,Salesforce
9573664,,Robert Conery,,,b.conery@avidiabank.com,,List import
9640872,,Chris Cozzoni,,,chris.cozzoni@mercer.com,,List import
10768769,Inactive Investor,Michael Fink,Financial Advisor,"Wells Fargo Clearing Services, LLC Rochester MN 1701 Greenview Pl SW",michael.l.fink@wellsfargo.com,,Salesforce
10994155,Inactive Investor,Brendan Haviland,Senior Relationship Specialist,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",brendan.haviland@schwab.com,,Salesforce
11148184,Inactive Investor,Nicole Woolson,,"Concorde Investment Services, LLC",,,Salesforce
11100609,Inactive Investor,Connor Grattan,,The Huntington Investment Company Battle Creek MI 290 Columbia Ave E,connor.grattan@huntington.com,,Salesforce
10768654,Inactive Investor,Keith Lister,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",klister@stifel.com,,Salesforce
370877,,Roy Romisher,,[Unknown],royromisher@cox.net,,Salesforce
10904461,Inactive Investor,Timothy Blucker,,"The Leaders Group, Inc.",,,Salesforce
10775299,Inactive Investor,Curtis Keough,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",curt.keough@raymondjames.com,,Salesforce
11037832,Inactive Investor,Kurt Bailey,,"Nationwide Securities, LLC Columbus OH 1000 Yard St",bailek9@nationwide.com,,Salesforce
9632238,,Nick Martin,,,nick_martin@live.com.au,,List import
9542754,,joyce spencer,,,joycespencer1942@icloud.com,,List import
10869619,Inactive Investor,Christine Burbidge,Financial Advisor,Edward Jones Palatine IL 4811 Emerson Ave,christine.burbidge@edwardjones.com,,Salesforce
11110251,Inactive Investor,Justin Spenner,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",justin.spenner@schwab.com,,Salesforce
11218439,,Catalina Ballestas,,,catalina.ballestas@jpmorgan.com,,List Import
68011,,Dezmond McCowan,,United States,dezdaking23@gmail.com,,
9618761,,Lawrence Konis,,,lkonis@oceanparkcapital.com,,List import
227149,, -,,[Unknown],matthew.charles.berg@gmail.com,,
11296264,Inactive Investor,Theodore Banks,,Theodore Banks,tedbanks75@gmail.com,3022363574,Web Form Fillout
10905041,Inactive Investor,Steven Staniszewski,,"Farmers Financial Solutions, LLC Saint Louis MO 9914 Kennerly Rd",sstaniszewski1@farmersagent.com,,Salesforce
11132402,Inactive Investor,Ami Ibarra,Private Client Advisor,J.P. Morgan Securities LLC Dublin CA 7600 Dublin Blvd,ami.d.ibarra@chase.com,,Salesforce
10879830,Inactive Investor,Robert Austin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",robert.austin@schwab.com,,Salesforce
10818242,Inactive Investor,Joshua Walck,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11100795,Inactive Investor,Kelly Coutcher,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,kelly.coutcher@fidelity.com,,Salesforce
9576799,,Samuel Awa,,,sawa@ayco.com,,List import
9603103,,Jeremie Blanc,,,rhumcitron@yahoo.fr,,List import
229135,,Jerome Menefee -,,Jerome Menefee [[Unknown]],jackblacknow013@gmail.com,,
9543668,,David Kjar,,,davidkk123@protonmail.com,,List import
10776905,Inactive Investor,John Saben,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,john.saben@fidelity.com,,Salesforce
11028334,Inactive Investor,Nathaniel Babcock,,J.P. Morgan Securities LLC Stevens Point WI 601 Main St,nathaniel.babcock@chase.com,,Salesforce
142164,,James Wade,,Triad Advisors LLC,james.wade@triad-advisors.com,770-840-6042,
11115295,Inactive Investor,Brandon Fuhrmann,,UBS Financial Services Inc.,,,Salesforce
10938933,Inactive Investor,Sean Joyce,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11202142,Inactive Investor,Elizabeth Kuroski,Investment Advisor Representative,"Equity Services, Inc. Chicago IL 1 N Franklin St",ekuroski@nationallife.com,,Salesforce
10799459,Inactive Investor,Jeffrey Levy,,"The Leaders Group, Inc.",,,Salesforce
10819676,Inactive Investor,Jessica Ekenstam,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11038229,Inactive Investor,Brenden Gebbink,,State Farm VP Management Corp. Saint Joseph MI 500 Renaissance Dr,,,Salesforce
10757989,Inactive Investor,Patricia Benner,Complex Manager,Morgan Stanley San Francisco CA 101 California St,patricia.benner@morganstanley.com,,Salesforce
9617938,,Justin Borus,,,jborus@lazarusip.com,,List import
10865457,Inactive Investor,Robert Allbright,Senior Financial Advisor,LPL Financial LLC Brookfield WI 16570 W Bluemound Rd,robert.allbright@lpl.com,,Salesforce
10970954,Inactive Investor,Eric Jay Cornista,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,ecornista@primerica.com,,Salesforce
10783665,Inactive Investor,Frederick Frederickson,Financial Advisor;Investment Officer;Managing Director;Portfolio Manager,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",ted.frederickson@wellsfargoadvisors.com,,Salesforce
9587094,,Fajar Tanjung,,,fajartanjung1013@gmail.com,,List import
8480971,,Stephen Myers,,StageCoach Valley Farm,mybitcoin65@yahoo.com,(330) 466-4586,List Import
10949593,Inactive Investor,Trevor Paradise,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,trevor.paradise@fmr.com,,Salesforce
11098192,Inactive Investor,Kathie Gallagher,,GWN Securities Inc. Auburn CA Private Residence,kgallagher@gwnsecurities.com,,Salesforce
10614772,,Robert Rosenberg,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President - Wealth Management",,robert.j.rosenberg@morganstanley.com,,List Import
10856054,Inactive Investor,Regina Walker,Financial Planner,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",regina.walker@prudential.com,,Salesforce
11152207,Inactive Investor,Aaron Tellez,,"Raymond James Financial Services, Inc. Las Vegas NV 9205 W Russell Rd",aaron.tellez@raymondjames.com,,Salesforce
11091502,Inactive Investor,Jack Gammon,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11024630,Inactive Investor,Debra Bushman,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,debra.bushman@ubs.com,,Salesforce
6715447,,Arman Ali,,,mdarmanalishaikh786@gmail.com,,Web Form Fillout
56222,,Youwha Lee,Insurance Agent,Eagle Strategies LLC,ylee2@ft.newyorklife.com,201-845-6900,
11116294,Inactive Investor,Matthew Dinunzio,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",matthew.dinunzio@nm.com,,Salesforce
11078083,Inactive Investor,Luke Hoffman,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Saint Marys PA 357 Brusselles St",hoffmanl@stifel.com,,Salesforce
10919498,Inactive Investor,Michael Palczuk,Investment Advisor Representative;Securities Registered Representative,"Principal Securities, Inc. Raleigh NC 5404 Granada Hills Dr",palczuk.mike@principal.com,,Salesforce
10901634,Inactive Investor,Timothy Sachs,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,timothy_sachs@glic.com,,Salesforce
11060676,Inactive Investor,Timothy Hampson,,Edward Jones Amherst MA 100 University Dr,tim.hampson@edwardjones.com,,Salesforce
9565611,,Sydney Hedberg,,,sydney.hedberg@mmc.com,,List import
11071873,Inactive Investor,Andrea Karkos,,"Raymond James Financial Services, Inc. Lewiston ME 30 Lisbon St",andrea.wade@raymondjames.com,,Salesforce
10991767,Inactive Investor,Megan Bear,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,,,Salesforce
10973680,Inactive Investor,James Anderson,Financial Advisor,Edward Jones Amarillo TX 7410 Golden Pond Pl,j.anderson@edwardjones.com,,Salesforce
10987497,Inactive Investor,Gerald Knisley,,"Allstate Financial Services, LLC Taylors SC 3241 Wade Hampton Blvd",geraldknisley@allstate.com,,Salesforce
11066895,Inactive Investor,Matthew Mahon,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",matthew_mahon@ml.com,,Salesforce
10866614,Inactive Investor,Bert Ellis,Financial Advisor;Managing Member;Regulatory Contact,Pinnacle Portfolio Advisors,bert@pinnacleportfolio.com,,Salesforce
9639819,,Greg Frank,,,gregf@sjcera.org,,List import
10773721,Inactive Investor,James Sypher,Agent,"MML Investors Services, LLC Seattle WA 701 5th Ave",jsypher@financialguide.com,,Salesforce
10972680,Inactive Investor,Adrian Grow,,Vanguard Marketing Corporation,adrian_grow@vanguard.com,,Salesforce
11000961,Inactive Investor,Nicholas Elliott,Financial Consultant,"Equitable Advisors, LLC Folsom CA 193 Blue Ravine Rd",,,Salesforce
11158945,Inactive Investor,Kristine Merta,Financial Advisor,"Valeo Financial Advisors, LLC Naples FL Private Residence",kmerta@valeofinancial.com,,Salesforce
10899914,Inactive Investor,Daniel Cook,Financial Advisor;Vice President,Citigroup Global Markets Inc. Lake Grove NY 131 Alexander Ave,daniel.cook@citi.com,,Salesforce
11199971,Inactive Investor,Bradley Melchin,,Morgan Stanley,,,Salesforce
10804333,Inactive Investor,Eric Schultz,Financial Advisor,"Ameriprise Financial Services, LLC Potomac MD Private Residence",eric.schultz@lpl.com,,Salesforce
10873738,Inactive Investor,Gagan Singh,,"Northwestern Mutual Investment Services, LLC Watertown NY 200 Washington St",gagan.singh@nm.com,,Salesforce
10764905,Inactive Investor,Max Sulzberger,Financial Advisor,Edward Jones Dwight IL 100 W Main St,max.sulzberger@edwardjones.com,,Salesforce
11114833,Inactive Investor,Nathan Chan,,"MML Investors Services, LLC Fremont CA 2201 Walnut Ave",nathanc.chanfinancialservicesprofessionalnchan@financialguide.com,,Salesforce
10658901,,Jose Perez,,,jperez@calamos.com,,List Import
9554864,,William Donovan,,,william.donovan@valic.com,,List import
9613559,,Mark Alvarez,,,mark@markalvarez.com,,List import
9577546,,David Vollmer,,,david.vollmer@pfs-inc.com,,List import
10940841,Inactive Investor,Caleb Current,Financial Advisor,Edward Jones Topeka KS 1021 SW Gage Blvd,caleb.current@edwardjones.com,,Salesforce
10833104,Inactive Investor,Kathleen Soberg,Associate Manager,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",kathleensoberg@wellsfargoadvisors.com,,Salesforce
11124909,Inactive Investor,Jacob Wray,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jacob_wray@vanguard.com,,Salesforce
9631764,,Fox Mulder,,,1231233@gmail.com,,List import
338118,,Matthew McCown,Associate,Dynamic Beta Investments Llc,mmccown@beachheadcapital.com,646-837-7030,Manual List Upload
9608492,,Vinay Gupta,,,vgupta@trendcaplp.com,,List import
10836134,Inactive Investor,Suzanne Schmitzlaese,Financial Advisor,LPL Financial LLC Pittsford NY 1250 Pittsford Victor Rd,suzanne.laese@lpl.com,,Salesforce
9604582,,Michael Ronca,,,mikeronca@gmail.com,,List import
339015,,Paul Gibbons,Chief Operating Officer,Castanea Partners Inc.,pgibbons@castaneapartners.com,617-630-2400,Manual List Upload
11047601,Inactive Investor,Stephen Meli,Managing Director,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",stephen.meli@wfafinet.com,,Salesforce
10773002,Inactive Investor,Jitendra Inamdar,,Maxim Group LLC,jinamdar@maximgrp.com,,Salesforce
11111885,Inactive Investor,Laura Reinke,Financial Advisor,Thrivent Investment Management Inc. Willernie MN 321 Stillwater Rd,laura.reinke@thrivent.com,,Salesforce
10973250,Inactive Investor,Mario Stadtlander,,The Wealth Consulting Group San Diego CA 7676 Hazard Center Dr,marios@wealthcg.com,,Salesforce
10934083,Inactive Investor,Tejo Devireddi,,Evercore Group L.L.C.,,,Salesforce
11037622,Inactive Investor,Scott Jones,Investment Advisor Representative,Park Avenue Securities LLC Canton OH 4700 Dressler Rd NW,,,Salesforce
10482599,,Kelvin PENG,,,kelvin.peng@platinacapital.com.hk,,Web Form Fillout
11087181,Inactive Investor,Todd Johnson,Financial Advisor,Edward Jones Gallatin TN 1526 Hunt Club Blvd,todd.johnson@edwardjones.com,,Salesforce
11105320,Inactive Investor,Andrew Leveille,,"Wells Fargo Clearing Services, LLC Duluth GA 700 Hampton Grn",,,Salesforce
352522,,Jonathan Dobres,Managing Director,Flexis Capital,jdobres@flexiscapital.com,212-378-4000,Manual List Upload
11190758,Inactive Investor,William Losey,Chief Compliance Officer;Managing Partner;Principal,"Bill Losey Retirement Solutions, LLC",bill@myretirementsuccess.com,,Salesforce
206766,,William McDonald,,[Unknown],wlmcdonald@yahoo.com,,
11116962,Inactive Investor,William Squairs,Financial Professional,"Pruco Securities, LLC. Syracuse NY 5789 Widewaters Pkwy",william.squairs@prudential.com,,Salesforce
10795965,Inactive Investor,Michael Green,Managing Partner;President,"Capital Management Group, Inc. Saint Charles IL 3809 Illinois Ave",mike@cmginconline.com,,Salesforce
11222650,,Joshua Wheeler,,,jwheeler@reinhart-partnersinc.com,,List Import
11012381,Inactive Investor,Peter Singla,,"Allstate Financial Services, LLC Nanuet NY 25 Smith St",petersingla@allstate.com,,Salesforce
245592,,Alexandria Nicols,Planning Associate,Tobias Financial Advisors,alex@tobiasfinancial.com,19544241660,Manual List Upload
10930587,Inactive Investor,Sean Kelly,Financial Advisor,LPL Financial LLC Lynnwood WA 3405 188th St SW,,,Salesforce
11026775,Inactive Investor,Jennifer Donahue,,"Northwestern Mutual Investment Services, LLC",jennifer.m.donahue@nm.com,,Salesforce
10949531,Inactive Investor,John Hong,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,john.hong.ppyk@statefarm.com,,Salesforce
10769235,Inactive Investor,Jessica Weiss,Senior Client Associate,"Wells Fargo Clearing Services, LLC San Francisco CA 150 California St",,,Salesforce
10770694,Inactive Investor,Eugene Swank,Financial Advisor,LPL Financial LLC Garland TX 245 Cedar Sage Dr,gene.swank@lpl.com,,Salesforce
10901144,Inactive Investor,Pamela Pierson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10782449,Inactive Investor,David Fischkoff,,Goldman Sachs & Co.,david.fischkoff@gs.com,,Salesforce
11163426,Inactive Investor,Matthew Ringel,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,matt.ringel@mutualofamerica.com,,Salesforce
11061224,Inactive Investor,Mario Meola,,"Hornor, Townsend & Kent, LLC Edison NJ 110 Fieldcrest Ave",mmeola@htk.com,,Salesforce
10853403,Inactive Investor,Niki Mumpower,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",niki.mumpower@tiaa.org,,Salesforce
9597224,,John Lammers,,,john.lammers@circumferencegroup.com,,List import
11236733,Inactive Investor,Grace Arnold,Wealth Advisor,Greenup Street Wealth Management LLC Cleveland Heights OH Private Residence,,,Salesforce
338797,,Kathleen Wright,Vice President Alpharetta,Antares Capital Advisers Llc,kathleen.wright@antares.com,312-889-9920,Manual List Upload
11217840,,Dillon Lynch,,,dlynch@dadco.com,,List Import
173654,,Anis AKL,,[Unknown],anis_akl@hotmail.com,,Paid Social
9620997,,Ronald Meza,,,ronaldmezadel@gmail.com,,List import
11007045,Inactive Investor,George Johnson,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
11163635,Inactive Investor,William Chaney,Financial Advisor;Vice President,"Fort Pitt Capital Group, LLC",cchaney@fortpittcapital.com,,Salesforce
11100084,Inactive Investor,Howard Jonas,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
9587489,,Sampson Spencer,,,hotsoundsltd.2@gmail.com,,List import
10619863,,John Salvino,,,jsalvino@performancewealthpartners.com,,List Import
10989660,Inactive Investor,Olivia Marchese,Analyst;Wealth Management Analyst,UBS Financial Services Inc.,,,Salesforce
11190870,Inactive Investor,Ilanit Akhavan,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",illy.akhavan@bofa.com,,Salesforce
10959672,Inactive Investor,Abner Espinosa,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
336418,,Todd Moll,Director,Provenance Wealth Advisors,tmoll@provwealth.com,954-712-8888,Manual List Upload
11054638,Inactive Investor,Steven Winter,Senior Registered Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,steven.winter@morganstanley.com,,Salesforce
3200802,,KEN HARN,,,kbmjharn@earthlink.net,,Web Form Fillout
9627934,,Jade Ashley,,,jadeashley80@gmail.com,,List import
9647938,,Jonathan Jagolinzer,,,jonathan@quantiswm.com,,List import
11141469,Inactive Investor,Laura Cannataro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10861518,Inactive Investor,Clifton Hart,,"Allstate Financial Services, LLC Williamston MI 138 W Grand River Ave",cliftonhart@allstate.com,,Salesforce
10616382,,Juan Galaviz,,,juan.galaviz@citi.com,,List Import
11170057,Inactive Investor,Shawn Bennett,,J.P. Morgan Securities LLC Webster NY 1950 Empire Blvd,shawn.bennett@chase.com,,Salesforce
11137977,Inactive Investor,Michael Connors,Senior Client Service Associate,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",michael.connors@raymondjames.com,,Salesforce
11011979,Inactive Investor,Nicolau Soares De Lima Neto,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",nicolau.neto@nm.com,,Salesforce
11073672,Inactive Investor,Shawn Isaacson,,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,,,Salesforce
10786333,Inactive Investor,Hieu Tran,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",hieu.tran@schwab.com,,Salesforce
11030804,Inactive Investor,Mark Brannigan,,"Ameriprise Financial Services, LLC Wilbraham MA 75 Post Office Park",mark.d.brannigan@ampf.com,,Salesforce
10947803,Inactive Investor,Mary Lamoreaux,Investment Advisor Representative,"Osaic Wealth, Inc. Tavares FL Private Residence",mlamoreaux@royalallianceadvisors.com,,Salesforce
11221457,,Theodore Hellmuth,,,thellmuth@boydwatterson.com,,List Import
11104418,Inactive Investor,Lee Fine,,"Charles Schwab & Co., Inc. Boca Raton FL 150 E Palmetto Park Rd",,,Salesforce
11118790,Inactive Investor,Michael Whitney,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,mdwhitney@ft.newyorklife.com,,Salesforce
9553229,,Monte Lurie,,,mlurie@massmutual.com,,List import
10890289,Inactive Investor,Thanh Le,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",thanh.h.le@ml.com,,Salesforce
10927325,Inactive Investor,Andrea West,Registered Wealth Management Associate;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sioux City IA 4608 Morningside Ave",andrea.west@usbank.com,,Salesforce
11191067,Inactive Investor,Alan Dorin,,"Osaic Wealth, Inc. Lake Oswego OR 5 Centerpointe Dr",,,Salesforce
10924020,Inactive Investor,Leonor Gil,,"Transamerica Financial Advisors, Inc Downers Grove IL 3051 Oak Grove Rd",leonor.gil@tfaconnect.com,,Salesforce
226512,, -,,[[Unknown]],companyresponder@gmail.com,,Initial Salesforce Import
341973,,Philip Siegel,"Managing Partner, Member",Tritium Partners,psiegel@tritiumpartners.com,512-493-4100,Manual List Upload
10796033,Inactive Investor,William Wynn,,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,william.wynn@ubs.com,,Salesforce
11003467,Inactive Investor,Christopher Horobin,,J.P. Morgan Securities LLC Davis CA 330 E St,christopher.horobin@jpmorgan.com,,Salesforce
10959834,Inactive Investor,Arnold Meza,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9559393,,Swep Nelson,,,snelson@alpinegroup.com,,List import
351183,,Edward Fitzgerald,Managing Director Asset-Backed Finance,New York Life Investment Management Llc,edward_fitzgerald@nylim.com,212-576-7000,Manual List Upload
10854851,Inactive Investor,Nina Severini,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Madison WI 10 E Doty St",nina.severini@rbc.com,,Salesforce
10659424,,Adam Klimek,,,adam.j.klimek@jpmorgan.com,,List Import
10765531,Inactive Investor,John Rearden,Private Wealth Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",john.p.rearden@ampf.com,,Salesforce
11021006,Inactive Investor,Francis Robles,Relationship Banker,J.P. Morgan Securities LLC Richland WA 2701 Queensgate Dr,francis.robles@jpmorgan.com,,Salesforce
10946975,Inactive Investor,Daniel Roose,Regional Vice President,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,daniel.roose@primerica.com,,Salesforce
120532,,Dale Smith,Supervisor,"National Asset Management, Inc.",dsmith@nationalsecurities.com,561-981-1000,
10476093,,Mahesh Agarwal,,Klexos,magarwal@klexos.net,,Web Form Fillout
202994,,Ralph Bowlin,,Pelican Financial LLC,rbowlin45@gmail.com,4042902998,Content
10801995,Inactive Investor,Steven Schenck,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",jim_schenck@ml.com,,Salesforce
11121134,Inactive Investor,Jennifer Berner,,Purshe Kaplan Sterling Investments Commerce Twp. MI Private Residence,jberner@pksinvest.com,,Salesforce
372485,,Mahdi Sf,,Canada,m_sfi72@yahoo.com,,Salesforce
10882135,Inactive Investor,Steven Gee,,Cetera Advisor Networks LLC Pleasanton CA 6200 Stoneridge Mall Rd,,,Salesforce
9636933,,Joseph Biondo,,,joseph@thebiondogroup.com,,List import
10796446,Inactive Investor,John Black,Financial Consultant,Stephens Charlotte NC 4521 Sharon Rd,jblack@stephens.com,,Salesforce
11081070,Inactive Investor,Jessica Applegate,Associate,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",jessica.applegate@raymondjames.com,,Salesforce
10863459,Inactive Investor,Alexander Henriquez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alexander.henriquez@fidelity.com,,Salesforce
10865578,Inactive Investor,Denise Fears,Member,"Freedom Financial Advisors, LLC Independence MO 702 E Manor Rd",denise@ffadvisors.com,,Salesforce
11222846,,Gaia Meda,,,gmeda@ayco.com,,List Import
10876705,Inactive Investor,Timothy Cashman,Senior Financial Advisor,Morgan Stanley Madison CT 741 Boston Post Rd,timothy.cashman@morganstanley.com,,Salesforce
10489411,,David Test,,Avantax Advisory Services Frisco TX 10302 Joy Dr,david@phoenixretirementservices.com,,List Import
235863,, -,,[[Unknown]],jw404354@gmail.com,,
5251512,,Mark Johnson,,,mjohnson121@gmail.com,,Web form fillout
2181628,,Ram Kailash Varama,,,ramkailashverma774@gmail.com,,
11159362,Inactive Investor,Casey Randall,,J.P. Morgan Securities LLC Maryville TN 503 Foothills Plz,casey.randall@jpmorgan.com,,Salesforce
10786171,Inactive Investor,George Chang,Vice President,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",george.chang@schwab.com,,Salesforce
9627949,,Ron Richards,,,rjrichards10@gmail.com,,List import
9629770,,Dale Phipps,,,dphipps@virtexoperating.com,,List import
9566745,,Potts Potts,,,potts22@hotmail.com,,List import
9631685,,Vincent Lee,,,rustjive@gmail.com,,List import
11123840,Inactive Investor,Mark Arlen,Senior Financial Planner,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",mark.arlen@lfg.com,,Salesforce
10950287,Inactive Investor,Nadine Henry-Abbiw,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,nadine.henry@primerica.com,,Salesforce
10967025,Inactive Investor,Miguel Sabido,,"Robinhood Financial, LLC",miguel.sabido@robinhood.com,,Salesforce
11148648,Inactive Investor,Robert Eisenstadt,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",robert.eisenstadt@prudential.com,,Salesforce
11126692,Inactive Investor,Philip Suslov,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",philip.suslov@schwab.com,,Salesforce
11121935,Inactive Investor,Geoffrey Laciak,,LPL Financial LLC Valparaiso IN 105 Lincolnway,geoffrey.laciak@lpl.com,,Salesforce
11203618,Inactive Investor,Daniel Le,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,daniel.le@fmr.com,,Salesforce
9554783,,Byron Smythe,,,byron@robertsglore.com,,List import
11042441,Inactive Investor,Jordan Bower,,"CUSO Financial Services, L.P. Orlando FL 3133 N Alafaya Trl",,,Salesforce
10918092,Inactive Investor,Darren Knight,Financial Advisor,LPL Financial LLC Cedartown GA 318 N Main St,darren.knight@lpl.com,,Salesforce
9584120,,Bassem Beaini,,,bhbeaini@ft.newyorklife.com,,List import
10872663,Inactive Investor,Adam Templeton,,"Farmers Financial Solutions, LLC Rapid City SD 2834 Jackson Blvd",adam1.dschmidt@farmersagency.com,,Salesforce
10998062,Inactive Investor,Rita Adam,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
349720,,Gregory Wipf,Managing Director,"Bain Capital Credit, Lp",gwipf@sankaty.com,617-516-2318,Manual List Upload
9625262,,Kei Kong Wong,,,wongkeikong@gmail.com,,List import
10648445,,Scott Elwell,,,scott.elwell@fidelity.com,,List Import
9560556,,Latoya Williams,,,williams.latoya@principal.com,,List import
9603779,,John Smith,,,john@aol.com,,List import
11255256,Inactive Investor,Margaret Emmet,,"Maryland Financial Group, Inc. Jacksonville FL 4438 Herschel St",,,Salesforce
9594877,,Robert Pomeroy,,,rob@horizontechfinance.com,,List import
11021456,Inactive Investor,Mason Crapo,,"Farmers Financial Solutions, LLC Bountiful UT 106 W 500 S",,,Salesforce
349889,,Paul Brissenden,Managing Partner,Alta Wealth Advisors Llc,pbrissenden@altawealthadvisors.com,781-404-6909,Manual List Upload
10962922,Inactive Investor,Hannah Burdick,,Morgan Stanley,,,Salesforce
11088423,Inactive Investor,Steven Arkema,,"FBL Marketing Services, LLC Oskaloosa IA 214 N G St",steven.arkema@fblfinancial.com,,Salesforce
10763452,Inactive Investor,Clinton Swinney,Private Client Advisor,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,clint.swinney@jpmorgan.com,,Salesforce
9541413,,eli maz,,,elidoescraigslist@gmail.com,,List import
11000567,Inactive Investor,Xiao Lin,,"Transamerica Financial Advisors, Inc Alviso CA 2077 Gold St",xiao.lin@tfaconnect.com,,Salesforce
10842425,Inactive Investor,Thomas Daley,,"Hornor, Townsend & Kent, LLC Voorhees NJ Private Residence",tdaley@htk.com,,Salesforce
10956783,Inactive Investor,Timothy Caso,,Sigma Financial Corporation Lansdale PA 2000 Spring Valley Rd,tcaso@sigmafinancial.com,,Salesforce
10890344,Inactive Investor,Stephanie Spyres,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,stephanie.spyres@fmr.com,,Salesforce
10878466,Inactive Investor,Daniel Trumbower,Senior Wealth Advisor,"Halpern Financial, Inc. Rockville MD 11 N Washington St",dtrumbower@halpernfinancial.com,,Salesforce
11031680,Inactive Investor,Matthew Strelau,,"Raymond James Financial Services, Inc. Littleton CO 2679 W Main St",matthew.strelau@nm.com,,Salesforce
11134507,Inactive Investor,Samuel Brushaber,,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",samuel.brushaber@hantzgroup.com,,Salesforce
10755256,Inactive Investor,Ryan Anderson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 1310 S Main St",ryan.x.anderson@ampf.com,,Salesforce
11137142,Inactive Investor,Giovani Alejandre,,J.P. Morgan Securities LLC Roanoke TX 101 E State Hwy 114,giovani.alejandre@jpmorgan.com,,Salesforce
10611221,,Paul Savona,"Advisor, Associate Financial Advisor, Financial Advisor",,paul.savona@ampf.com,,List Import
11034897,Inactive Investor,Cheryl Kirkland,,"Allstate Financial Services, LLC South Holland IL 1034 E 162nd St",cherylrkirkland@allstate.com,,Salesforce
9584901,,Mary Feltl,,,mjfeltl@feltl.com,,List import
10658004,,Bryanna Rivera,,,bryanna.rivera@morganstanley.com,,List Import
11121497,Inactive Investor,Adam Czaia,,Robert W. Baird & Co. Incorporated,aczaia@rwbaird.com,,Salesforce
9644375,,Jeffrey Johnson,,,jjohnson492@hotmail.com,,List import
235485,, -,,[[Unknown]],atackett016@gmail.com,,
11059710,Inactive Investor,Joe Scarborough,Financial Advisor;Registered Principal,LPL Financial LLC Lubbock TX 5001 W Loop 289,j.scarborough@lpl.com,,Salesforce
11024845,Inactive Investor,Rhonda Hunt,,"Raymond James Financial Services, Inc. Auburn CA 390 Elm Ave",rhonda.hunt@raymondjames.com,,Salesforce
10914364,Inactive Investor,Devon Nick,Investment Analyst;Trader,Bridge Advisory LLC,devon@penniall.com,,Salesforce
10819137,Inactive Investor,Arletys Rodriguez,Premier Banker,"Wells Fargo Clearing Services, LLC Miami FL 1699 Coral Way",arletys.gonzalez@wellsfargo.com,,Salesforce
10648384,,Jeremy Audas,,,jeremy.audas@fmr.com,,List Import
43769,,William Holmes,Financial Advisor,"MML Investors Services, LLC",wholmes@massmutual.com,413-737-8400,
10894206,Inactive Investor,Penny Booth,Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",penny.booth@aviorwealth.com,,Salesforce
10777039,Inactive Investor,Kathleen Orlando,,"RBC Capital Markets, LLC Erie PA 300 State St",kathy.orlando@rbc.com,,Salesforce
10925410,Inactive Investor,Keith Davis,,LPL Financial LLC Scottsdale AZ 6424 E Greenway Pkwy,keith.w.davis@lpl.com,,Salesforce
10756895,Inactive Investor,Nicole Curley,Registered Associate,Morgan Stanley Utica NY 106 Business Park Dr,nicole.curley@morganstanley.com,,Salesforce
196885,,Grant Badura,,Morgan Stanley,grantbadura@morganstanley.com,,
10928295,Inactive Investor,Tyler Gooch,,"Farmers Financial Solutions, LLC Tulsa OK 4864 S Yale Ave",tgooch@farmersagent.com,,Salesforce
9635909,,Jack Mccauley,,,jmccauley@silvergrovegroup.com,,List import
11100660,Inactive Investor,Cassandra Fillingim,,LPL Financial LLC Big Spring TX 1001 Scurry St,casie.fillingim@lpl.com,,Salesforce
10800156,Inactive Investor,Donald O'Donnell,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",donald.odonnell@equitable.com,,Salesforce
11071368,Inactive Investor,Joseph Barbera,,"Wellington Shields & Co., LLC",jbarbera@wellingtonshields.com,,Salesforce
9590689,,Francois Goldsticker,,,eyemheer4u@gmail.com,,List import
10961597,Inactive Investor,Joshua Altorfer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joshua_altorfer@vanguard.com,,Salesforce
9642487,,Sheldon Goobie,,,sgoobie@gmail.com,,List import
11150305,Inactive Investor,Angela Fischer,Investment Advisor Representative;Principal,LPL Financial LLC Silverton OR 201 S Water St,angela.fischer@lpl.com,,Salesforce
11217229,,Jonathan Craig,,,jonathan.craig@schwab.com,,Other
10961133,Inactive Investor,Zachary Mcarthur,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,zachary.mcarthur@fidelity.com,,Salesforce
11081057,Inactive Investor,Mark Lupton,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",mark.lupton@nm.com,,Salesforce
10998907,Inactive Investor,Cameron Gardner,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11102795,Inactive Investor,Andrea Gulliksen,,Edward Jones Palm Coast FL 107 Flagler Plaza Dr,andrea.gulliksen@edwardjones.com,,Salesforce
10658224,,Kelly Love,,,klove@primerica.com,,List Import
10698673,,Jose Lema,,,joselema017@yahoo.ca,,Web Form Fillout
11046620,Inactive Investor,Robert Oftring,Investment Advisor,"Capitol Securities Management, Inc. Worcester MA 184 Main St",boftring@capitolsecurities.com,,Salesforce
10913704,Inactive Investor,Gregory Winslow,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10818717,Inactive Investor,Elizabeth Gilmour,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10882404,Inactive Investor,Alvern Steeg,,"Crossmarket Capital, LLC Newport Beach CA 1300 Quail St",,,Salesforce
10825264,Inactive Investor,Jason Shimoda,Financial Advisor;Portfolio Manager,Morgan Stanley Honolulu HI 733 Bishop St,jason.shimoda@morganstanley.com,,Salesforce
10827658,Inactive Investor,Henry Davidson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Garden City NY 100 Quentin Roosevelt Blvd",henry.d.davidson@ampf.com,,Salesforce
10837004,Inactive Investor,Donald Sommese,Financial Advisor;First Vice President,Morgan Stanley Manchester NH 1155 Elm St,don.sommese@morganstanley.com,,Salesforce
9615366,,Jesús Pérez,,,gaitaonline@gmail.com,,List import
11093979,Inactive Investor,Matthew Ellis,Private Wealth Advisor,"Ameriprise Financial Services, LLC Manchester CT 945 Main St",matthew.o.ellis@ampf.com,,Salesforce
11201353,Inactive Investor,Paul Valentine,Financial Advisor,Edward Jones Greenville SC 340 Rocky Slope Rd,paul.valentine@edwardjones.com,,Salesforce
11013229,Inactive Investor,Amanda Wadkins,,State Farm VP Management Corp. Keller TX 350 Rufe Snow Dr,,,Salesforce
171812,,Greg Maison,,[Unknown],g.maison@ymail.com,,
9631701,,Martin Heijnsbroek,,,heijnsbroek@gmail.com,,List import
11063420,Inactive Investor,Angela Dimartino,,J.P. Morgan Securities LLC Staten Island NY 200 New Dorp Ln,angela.dimartino@jpmorgan.com,,Salesforce
9579700,,A. Steven,,,swolf@wolfmgt.com,,List import
11174891,Inactive Investor,William Rolser,,"Osaic Wealth, Inc. Sterling VA 21525 Ridgetop Cir",,,Salesforce
10893595,Inactive Investor,Eric Soles,Financial Advisor,"Wells Fargo Clearing Services, LLC Coeur D Alene ID 2100 Northwest Blvd",eric.soles@wellsfargo.com,,Salesforce
10934541,Inactive Investor,Teresa Nino,Financial Advisor,LPL Financial LLC Kingsburg CA 1440 Draper St,teresa.nino@lpl.com,,Salesforce
9618427,,Robert Hoffman,,,robert.hoffman@fsinvestments.com,,List import
335251,,Mark Pierce,Managing Member,Criterion Capital Advisors Llc,mpierce@criterionadv.com,615-292-6889,Manual List Upload
11122508,Inactive Investor,Richard To,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11198507,Inactive Investor,Hanna Pella,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11140360,Inactive Investor,Kevin Widiker,Financial Advisor,Edward Jones Altoona WI 3149 Meadowlark Ln,kevin.widiker@edwardjones.com,,Salesforce
8557738,,Vincent Costilla,,Self,319thrd@gmail.com,9566205949,Web Form Fillout
11154861,Inactive Investor,James MacDonald,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,james.c.macdonald@ubs.com,,Salesforce
10834232,Inactive Investor,David Anderson,Senior Portfolio Strategist,Commonwealth Financial Network Westborough MA 1 Research Dr,,,Salesforce
9612922,,Kenneth Tyszko,,,ken.tyszko@rbc.com,,List import
11168391,Inactive Investor,Travis Heath,,"Raymond James Financial Services, Inc. Dodge City KS 100 Military Ave",travis.heath@raymondjames.com,,Salesforce
26159,,John Park,Senior Analyst,Sherlock Company,jpark@sherlockco.com,1-215-628-2289,Direct
11090898,Inactive Investor,Gizelle George,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",gizelle.george@ml.com,,Salesforce
11070172,Inactive Investor,Benjamin Blum,,"Cambridge Investment Research, Inc. Monrovia CA 305 E Foothill Blvd",,,Salesforce
11185751,Inactive Investor,Gary Kerr,,PFS Investments Inc. Akron OH 55 S Miller Rd,gary.kerr@primerica.com,,Salesforce
10510535,,Klaudia Wierzbowska,Account Supervisor,Gregory FCA,klaudia@gregoryfca.com,,List Import
9569685,,James Holland,,,mjkholland@comcast.net,,List import
9601673,,Dennis Markway,,,dmarkway@ironhorsewm.com,,List import
11102581,Inactive Investor,Chase Palfreyman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11255272,Inactive Investor,Ashley Nichols,Chief Strategic Officer,"Acumen Wealth Advisors, LLC",ashley.nichols@acumenwealth.com,,Salesforce
10992792,Inactive Investor,Jacob Lauer,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
10615311,,John Mahoney,"Financial Advisor, Senior Vice President",,john.c.mahoney@morganstanley.com,,List Import
11152160,Inactive Investor,Kevin McKanna,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",kevin.2.mckanna@ampf.com,,Salesforce
9637005,,Terri Feeney,,,terri.feeney@thecolonygroup.com,,List import
11010320,Inactive Investor,Hayden Lassek,Financial Representative,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",hayden.lassek@mutualofomaha.com,,Salesforce
10759878,Inactive Investor,Kristina Deary,,Fidelity Brokerage Services LLC,kristina.deary@fidelity.com,,Salesforce
11109648,Inactive Investor,Chuck Blanton,Financial Advisor,LPL Financial LLC Weatherford TX 1903 FM 1189,chuck.blanton@lpl.com,,Salesforce
11079016,Inactive Investor,David Twombly,Wealth Advisor,LPL Financial LLC West Chesterfield NH 5 Lyman Way,david.twombly@lpl.com,,Salesforce
9643702,,TAMAS SOMOGYI,,,tamassomogyi@me.com,,List import
11192776,Inactive Investor,Jessica Schultz,,Cetera Investment Services LLC,,,Salesforce
10969219,Inactive Investor,Melissa AHearn,,"The Caprock Group, LLC Phoenix AZ Private Residence",mahearn@caprock.com,,Salesforce
10955321,Inactive Investor,Gabriela Kaplanova,,"Transamerica Financial Advisors, Inc Cherry Hill NJ 80 Barclay Shopping Ctr",gabriela.kaplanova@tfaconnect.com,,Salesforce
9595930,,Christopher Haarstick,,,chaarstick@wealthenhancement.com,,List import
11254248,Inactive Investor,Faisal Magsi,,LPL Financial LLC Towson MD 1104 Kenilworth Dr,faisal.magsi@lpl.com,,Salesforce
11200218,Inactive Investor,Jean Lysee,Financial Advisor,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",jean.lysee@equitable.com,,Salesforce
9634622,,Steve Rose,,,steve.rose@lwpreno.com,,List import
10815891,Inactive Investor,Sandra Robnett,Registered Client Associate,"Wells Fargo Clearing Services, LLC Corvallis OR 2273 NW Professional Dr",,,Salesforce
11004098,Inactive Investor,Carl Vickery,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",carl.vickery@tfaconnect.com,,Salesforce
10936524,Inactive Investor,Michael Peters,Financial Advisor,LPL Financial LLC Long Beach CA 11 Golden Shore,michael.j.peters@lpl.com,,Salesforce
337649,,Sean Keen,Member,"Prairie Rivers Investments, Llc",sean@ourpri.com,618-544-9010,Manual List Upload
9549973,,Richard Lodewick,,,rick.lodewick@magnitudecapital.com,,List import
11220076,,Lowell Haims,,,lowell@soundshore.com,,Other
10913197,Inactive Investor,William Waddell,Financial Advisor,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10647868,,Ian Fowler,,,ian.fowler@nuveen.com,,List Import
9625031,,Robin Zhu,,,robinzx86@gmail.com,,List import
10646684,,Elizabeth O'Connor,,,elizabeth.a.oconnor@huntington.com,,List Import
11055771,Inactive Investor,Courtney Tilley,,MWA Financial Services Inc. Owasso OK 8555 N 117th East Ave,courtney.j.tilley@mwarep.org,,Salesforce
9610306,,Lesley Bradley,,,lesbradley537@gmail.com,,List import
11092301,Inactive Investor,Calvin Dickson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9567301,,Daniel Leon,,,sdanielleon@gmail.com,,List import
11022193,Inactive Investor,Marlon Miles,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",marlon.miles@bofa.com,,Salesforce
11091731,Inactive Investor,Lisa Knutson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",lisa.knutson@rbc.com,,Salesforce
11084248,Inactive Investor,Michael March,,Nationwide Planning Associates Inc. Hackensack NJ 1 University Plaza Dr,mmarch@nationwideplanning.com,,Salesforce
233818,, -,,[[Unknown]],xericjdiazx@gmail.com,,Organic Search
9633928,,Rush Williams,,,rush.williams1@gmail.com,,List import
10776841,Inactive Investor,Matias Ringel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,matias.ringel@jpmorgan.com,,Salesforce
10762733,Inactive Investor,Elizabeth Norman,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Madison WI 10 E Doty St",elizabeth.norman@rbc.com,,Salesforce
60731,,Michael Deer,Advisor,"MML Investors Services, LLC",mdeer@financialguide.com,585-214-8684,
10778918,Inactive Investor,Lynn Blanchard,Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,lynn.blanchard@morganstanley.com,,Salesforce
11051770,Inactive Investor,Casey Charlson,,State Farm VP Management Corp. Minneapolis MN 2626 E 82nd St,,,Salesforce
11064812,Inactive Investor,Jack Yvon,Managing Director,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",jyvon@massmutual.com,,Salesforce
11196239,Inactive Investor,Robert Ventour,,Cetera Financial Specialists LLC Ann Arbor MI 2750 Carpenter Rd,,,Salesforce
373400,,John Sengenberger,,[Unknown],johnsengenberger@gmail.com,,source
10854610,Inactive Investor,Douglas Bennington,Client Relationship Specialist;Partner;Wealth Manager,Financial Solutions Advisory Group,dwb@fsadvisorygroup.com,,Salesforce
11066588,Inactive Investor,Robert Levey,,First Liberties Financial,rlevey@firstlibertiesfinancial.com,,Salesforce
10619111,,Lance Walker,,,lance.walker@morganstanley.com,,List Import
346379,,Timothy Gunderson,Member,Tradition Wealth Management Llc,tim.gunderson@traditionwealthmanagement.com,952-563-6500,Manual List Upload
10855700,Inactive Investor,Lawrence Chin,Chief Compliance Officer;Chief Executive Officer;Founder,"DNT Financial, LLC Lake Forest CA 23591 El Toro Rd",lchin@dntfinancial.com,,Salesforce
11057015,Inactive Investor,Barbara Marzolf,,LPL Financial LLC Washington MI 65905 Van Dyke Rd,barbara.marzolf@lpl.com,,Salesforce
9580016,,Eleni Proko,,,ep@fmgwealth.com,,List import
10836769,Inactive Investor,Arthur Sinkler,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3424 Peachtree Rd NE",arthur.sinkler@wellsfargo.com,,Salesforce
10852831,Inactive Investor,Sandra Yee,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sandra_yee@vanguard.com,,Salesforce
10809658,Inactive Investor,Brad Baker,,"Kestra Investment Services, LLC Litchfield Park AZ Private Residence",,,Salesforce
11192732,Inactive Investor,Ellen Baber,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 138 Nassau St",ellen.g.baber1@wellsfargoadvisors.com,,Salesforce
11211208,Inactive Investor,Robert May,Financial Advisor;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",rob.may@wellsfargo.com,,Salesforce
11083967,Inactive Investor,Derek Chaffin,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",derek.chaffin@wellsfargoadvisors.com,,Salesforce
11080844,Inactive Investor,Franklin Conrad,Financial Advisor,Edward Jones Mount Pleasant TX 204 W 8th St,frank.conrad@edwardjones.com,,Salesforce
9628779,,Leandro Lustosa,,,leandro.lustosa.s@gmail.com,,List import
11152063,Inactive Investor,Evan Gremillion,Director - Alternative Investments;Portfolio Management Director;Senior Vice President;Wealth Advisor;Workplace Advisor - Equity,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,evan.gremillion@morganstanley.com,,Salesforce
6949322,,Gary M Dennis,,,wicidew801@youke1.com,,Web Form Fillout
11167209,Inactive Investor,Christopher Nawa,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,chris.nawa@morganstanley.com,,Salesforce
7022800,,Khan Rumel khan Rumel khan,,,rumelk660@gmail.com,,Web Form Fillout
11132959,Inactive Investor,Robert Talbott,Financial Advisor,Edward Jones Vancouver WA 8720 NE Centerpointe Dr,robb.talbott@edwardjones.com,,Salesforce
11079559,Inactive Investor,Kristofer Funkhouser,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",kristofer.funkhouser@truist.com,,Salesforce
10860631,Inactive Investor,Man Shing Wong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alameda CA 2218 Otis Dr",,,Salesforce
246163,,Not Provided,Research RN,Dignity Health,ams658@icloud.com,,Manual List Upload
10887643,Inactive Investor,Mayra Haro,Relationship Manager,Citigroup Global Markets Inc. Palos Verdes Peninsula CA 935 Silver Spur Rd,mayra.haro@citi.com,,Salesforce
10860541,Inactive Investor,Thomas McDonald,Financial Advisor,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,thomasmcdonald@janney.com,,Salesforce
10656964,,Susan Maginity,,,susan.maginity@wellsfargoadvisors.com,,List Import
11124558,Inactive Investor,Christopher Glose,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
223867,,Roger Duane,,[Unknown],duane_clark@fbmm.com,,Advertising
10785394,Inactive Investor,Bret Kinnamon,Chief Compliance Officer;President,Kinnamon & Associates Ltd II,,,Salesforce
10791055,Inactive Investor,Bradley Owens,Chief Compliance Officer;Director - Financial Planning;Financial Planner;Head - Financial Planning,"LJI Wealth Management, LLC",brad@ljiwm.com,,Salesforce
11153752,Inactive Investor,Edward Lindbloom,,Cetera Advisor Networks LLC Central Point OR 780 S Front St,,,Salesforce
10838836,Inactive Investor,Bennett Fogarty,Financial Advisor,LPL Financial LLC Omaha NE 444 Regency Pkwy Dr,ben.fogarty@lpl.com,,Salesforce
11207324,Inactive Investor,Nickolas Rubin,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",nickolas.rubin@equitable.com,,Salesforce
11203766,Inactive Investor,Jeffrey Shkolnick,,"The Leaders Group, Inc.",,,Salesforce
9522569,,Tom Parrish,,Parrish Real Estate Group LLC,tparrish@wssllcconsulting.com,5099512128,Web Form Fillout
10758352,Inactive Investor,Mary Crummey,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,mary.crummey@ubs.com,,Salesforce
10596600,,Gregory Vermeulen,,LPL Financial,greg@sfgwm.com,,Web Form Fillout
218923,,Niraj Nepal,,[Unknown],nepalneeraz@gmail.com,,
11170831,Inactive Investor,Cormac Maughan,,GMS Group,,,Salesforce
11210953,Inactive Investor,Eric Thompson,,"Allstate Financial Services, LLC West Chester OH 8055 Cincinnati Dayton Rd",ericthompson@allstate.com,,Salesforce
11043525,Inactive Investor,Michael Garay,Sales Associate,"Fiduciary Pension Partners, LLC",mgaray@fiduciarypp.com,,Salesforce
10776663,Inactive Investor,Andrew Castellano,,"Truist Investment Services, Inc. Henrico VA 11501 W Broad St",andy.castellano@truist.com,,Salesforce
10995419,Inactive Investor,Brian Natale,,"Farmers Financial Solutions, LLC Ontario NY 1648 State Rte 104",bnatale@farmersagent.com,,Salesforce
10754277,Inactive Investor,Lauren Nardone,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",lauren.nardone@ml.com,,Salesforce
10645551,,Sean Hurley,,,shurley@brileywealth.com,,List Import
10938891,Inactive Investor,Gerardo Londono-Granger,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,gerardo.londono-granger@jpmorgan.com,,Salesforce
11200612,Inactive Investor,Edward Onofrio,Managing Director,Morgan Stanley Middleton MA 35 Village Rd,edward.onofrio@morganstanley.com,,Salesforce
343059,,Tara Zientek,"VP, Corporate Secretary","Main Street Investment Advisors, Llc",tzientek@mainstreetadv.com,847-480-7055,Manual List Upload
9581045,,Nicholas Otto,,,notto@financialguide.com,,List import
10960619,Inactive Investor,Sebastian Oukassou,,LPL Financial LLC Oklahoma City OK 101 Park Ave,sebastian.oukassou@lpl.com,,Salesforce
10896140,Inactive Investor,Aaron Alexander,Financial Advisor,LPL Financial LLC Wichita KS 1551 N Waterfront Pkwy,aaron.alexander@lpl.com,,Salesforce
10945679,Inactive Investor,Antonio Cannataro,,Commonwealth Financial Network,acannataro@commonwealth.com,,Salesforce
10945194,Inactive Investor,Terri Wetzel,,"MML Investors Services, LLC Champaign IL 701 Devonshire Dr",,,Salesforce
11028166,Inactive Investor,John Nolan,,Jefferies LLC,jnolan@jefferies.com,,Salesforce
248748,,Hiroki Kiyoto,student,MIT,hkiyoto@mit.edu,,Manual List Upload
11049879,Inactive Investor,Janna Misek,,State Farm VP Management Corp. Oswego IL 1136 Douglas Rd,,,Salesforce
11204780,Inactive Investor,William Kelly,Financial Advisor,LPL Financial LLC Parker CO 8785 N Awl Rd,william.kelly@lpl.com,,Salesforce
11143259,Inactive Investor,James Shea,Financial Advisor,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",james.m.shea@prudential.com,,Salesforce
10766962,Inactive Investor,Marc Fischer,President,Morgan Stanley Rochester NY 300 Linden Oaks,marc.r.fischer@morganstanley.com,,Salesforce
10998044,Inactive Investor,David Kaszirer,Account Executive,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10810291,Inactive Investor,Miles Green,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Saint Petersburg FL 100 2nd Ave S",miles.green@rbc.com,,Salesforce
11073407,Inactive Investor,Patrick Culligan,,"Osaic Wealth, Inc. Hillsboro OR 4660 NE Belknap Ct",,,Salesforce
10875179,Inactive Investor,Jean-Charles Wilhelm,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Ridge MI 24280 Woodward Ave",jeancharles.wilhelm@ampf.com,,Salesforce
11021983,Inactive Investor,Ashley Zamora Garcia,,J.P. Morgan Securities LLC Mesa AZ 2020 E McKellips Rd,ashley.zamora-garcia@jpmorgan.com,,Salesforce
10865306,Inactive Investor,Elizabeth Cherner,,Goldman Sachs & Co.,,,Salesforce
1004828,Inactive Investor,Wenhua Zhang,,Azia Capital,wenhua_zhang@aziacapitalpartners.us,,3rd Party Lead Gen
9562992,,Nihar Gandhi,,,niharamar@gmail.com,,List import
9586113,,Gary Karshna,,,gkarshna@capitalgainsinc.com,,List import
9573889,,Rick Tomney,,,rtomney@littleharboradvisors.com,,List import
10912593,Inactive Investor,Christine Sowell,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,christine.sowell@fmr.com,,Salesforce
11053956,Inactive Investor,Erik Ringo,Portfolio Manager;Principal,"Autumn Financial Advisors, LLC",erik@autumnfa.com,,Salesforce
69115,,Georgette Suarez,Client Advisor,"SunTrust Advisory Services, Inc.",georgette.r.suarez@suntrust.com,305-442-3224,
10903624,Inactive Investor,Nicholas Whitcraft,Chief Compliance Officer;President,"NRW Asset Management, Inc.",,,Salesforce
9611954,,Samuel Barnes,,,kryptodragon7@gmail.com,,List import
218544,,Nathan arroyo,,[Unknown],nathanmarroyo@gmail.com,,
10880797,Inactive Investor,Michael Wicks,Wealth Manager,Synergy Investment Management LLC,,,Salesforce
11057869,Inactive Investor,Jessica Herring,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11222350,,Christopher Wilson,,,wilsonc@hallcapmgt.com,,List Import
11201538,Inactive Investor,Allan Hancock,Chairman Emeritus,"Hancock Capital Management, Inc.",hancock@thehancockgroup.com,,Salesforce
11119058,Inactive Investor,Tariq Maiden,,"Ameriprise Financial Services, LLC Cincinnati OH 11145 Reading Rd",tariq.maiden@ampf.com,,Salesforce
335322,,Janet Mcgee,"Controller, Portfolio Companies",Peppertree Capital Management Inc.,jmcgee@peppertreecapital.com,440-528-0333,Manual List Upload
204970,,Oleksiy Cherednichenko,,[Unknown],linkmarine1@protonmail.ch,,Paid Social
1003117,Inactive Investor,Izabela Ochocka,,BIMA Capital,izabelaochocka@yahoo.com,,3rd Party Lead Gen
11117245,Inactive Investor,Amanda Barth,,Fidelity Brokerage Services LLC,amanda.salzer@fidelity.com,,Salesforce
10762748,Inactive Investor,Wanda Rodriguez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",wanda_rodriguez@ml.com,,Salesforce
11020268,Inactive Investor,Mark Gilbert,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,,,Salesforce
11151818,Inactive Investor,Ronald Stevens,,"Raymond James Financial Services, Inc. Oklahoma City OK 9075 Harmony Dr",r.stevens@raymondjames.com,,Salesforce
11066945,Inactive Investor,James Burns,Chief Compliance Officer;Chief Investment Officer;Partner,OnTrack Wealth Management Plymouth MI 12002 N Canton Center Rd,,,Salesforce
11041405,Inactive Investor,Colleen Weeks,Assistant Vice President,"Raymond James & Associates, Inc. Annapolis MD 2077 Somerville Rd",colleen.kraw@raymondjames.com,,Salesforce
10774967,Inactive Investor,Rishikesh Acharya,,J.P. Morgan Securities LLC Ada MI 455 Ada Dr SE,rishi.x.acharya@jpmorgan.com,,Salesforce
9548810,,Ji Tsang,,,jtsang@sageviewadvisory.com,,List import
9645632,,lucian Zhang,,,lucian136@hotmail.com,,List import
11198488,Inactive Investor,John Moriarty,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",john.moriarty@schwab.com,,Salesforce
11043645,Inactive Investor,Olivia Eads,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9572596,,Jonathan Brolin,,,jbrolin@edenbrookcap.com,,List import
11221340,,Aubrey Rosenthal,,,arosenthal@firstrepublic.com,,List Import
10488098,,Craig Jennings,"Chief Financial Officer, Founding Partner, Partner, Regulatory Contact",SunTx Capital Management Corp.,cjennings@suntx.com,,List Import
11206852,Inactive Investor,Judy Vandall,,"N.I.S. Financial Services, Inc.",,,Salesforce
9596120,,ahmadreza amirsoleimani,,,architect.ahmadreza@gmail.com,,List import
11056871,Inactive Investor,Joseph Daly,Senior Wealth Strategy Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,josephj.daly@ubs.com,,Salesforce
11076139,Inactive Investor,Glenn Krevans,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",glenn.krevans@ml.com,,Salesforce
9566046,,John McCarthy,,,john.mccarthy@lfg.com,,List import
11027704,Inactive Investor,Christine Cagle,Investment Advisor Representative,"DMK Advisor Group, Inc. Excelsior Springs MO Private Residence",christine.cagle@dmkadvisorgroup.com,,Salesforce
11192871,Inactive Investor,Kodjovi Yovo,,"MML Investors Services, LLC New York NY 250 W 34th St",kyovo@financialguide.com,,Salesforce
10783190,Inactive Investor,Jessica Hayes,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,jessica.hayes@ubs.com,,Salesforce
205715,,Enrique Lam,Analyst,N/a,elamleao@gmail.com,,
10754584,Inactive Investor,Jonathan Yocum,Financial Advisor;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",jonathan.yocum@ml.com,,Salesforce
10821760,Inactive Investor,Daniel Salazar,Senior Vice President,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,daniel.salazar@ubs.com,,Salesforce
9608913,,Manas Tavargeri,,,mtavargeri@gmail.com,,List import
10921894,Inactive Investor,William Brown,,"Richard James & Associates, Inc. Syosset NY 75 Jackson Ave",,,Salesforce
9618428,,Paul Hodge,,,gordon@trackerresearch.com,,List import
11145248,Inactive Investor,Edwin Solorzano,,"Wells Fargo Clearing Services, LLC Spanish Fork UT 251 E 1000 N",edwin.solorzano@wellsfargoadvisors.com,,Salesforce
10564131,,مرتضی زادگان,,,zadganmrtdy@gmail.comy,,Web Form Fillout
10874163,Inactive Investor,Alexander Izmailov,,LPL Financial LLC Danville CA 156 Diablo Rd,alexander.izmailov@lpl.com,,Salesforce
10489171,,Jane Landsberger,,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",jane.landsberger@tfaconnect.com,,List Import
11077910,Inactive Investor,Zachary Pirone,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",zachary.pirone@ml.com,,Salesforce
10858071,Inactive Investor,Alexis Herman,,"Raymond James Financial Services, Inc. Englewood CO 5619 DTC Pkwy",alexis.herman@raymondjames.com,,Salesforce
10656608,,Gregory Clarkin,,,gclarkin@aam.us.com,,List Import
10760066,Inactive Investor,Mark Cremonni,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",mark_l_cremonni@ml.com,,Salesforce
9582053,,Jessica Pincus,,,j.pincus@fi.com,,List import
9585276,,Daniel Kelley,,,daniel.kelley@cloverleafteam.com,,List import
9545723,,Charles Lefkowitz,,,cblefkowitz@unitedplanners.com,,List import
11002920,Inactive Investor,Christopher Tucker,,"First Command Brokerage Services, Inc. Aiea HI 98-211 Pali Momi St",cctucker@firstcommand.com,,Salesforce
10795721,Inactive Investor,Mauricio Santos,,Cetera Advisor Networks LLC Honolulu HI 1100 Alakea St,santosm@ceteranetworks.com,,Salesforce
10828876,Inactive Investor,Chris Pavek,Financial Advisor;Wealth Advisor,"VPWM Advisors, LLC Minneapolis MN 7101 York Ave S",chris@vpwealthmgmt.com,,Salesforce
11181925,Inactive Investor,David Warshaw,Chief Compliance Officer;Managing Member;President,The WealthPlan LLC,david@thewealthplan.com,,Salesforce
11128372,Inactive Investor,Bruce Batty,,"Northwestern Mutual Investment Services, LLC Tipp City OH Private Residence",bruce.batty@nm.com,,Salesforce
11168158,Inactive Investor,Thomas McAuley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",thomas_mcauley@ml.com,,Salesforce
11177830,Inactive Investor,Pamela Lamichhane,,Rockefeller Financial LLC Olympia WA 711 Capitol Way S,plamichhane@rockco.com,,Salesforce
9618387,,Edward Calkins,,,ecalkins@rgmcapital.com,,List import
9623592,,Sun Kim,,,hitek2go@outlook.com,,List import
11088415,Inactive Investor,Ariel Bowie,,NYLIFE Securities LLC Irvine CA 2020 Main St,abowie02@ft.newyorklife.com,,Salesforce
11037352,Inactive Investor,Charles Merz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Smyrna Beach FL 1880 State Road 44",charles.merz@ml.com,,Salesforce
11159381,Inactive Investor,Oliver Valdes,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10784821,Inactive Investor,Maria Mcgarry,Chief Compliance Officer,"Glenmede Investment Management, LP",maria.mcgarry@glenmede.com,,Salesforce
9624162,,Dick Weinman,,,dwein4661@aol.com,,List import
172442,,Steven Tsokanos,,[Unknown],steventsokanos@gmx.com,,
10900715,Inactive Investor,Karen Slagle,,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,karen.d.slagle@jpmorgan.com,,Salesforce
11027474,Inactive Investor,Patrick Santiago,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
227566,,Chris Santiago -,,Chris Santiago [[Unknown]],cjsantiago08@gmail.com,,Direct
11173907,Inactive Investor,David Dechman,Chief Executive Officer;Co-Founder;Limited Partner,"Summit Rock Advisors, LP",david.dechman@summit-rock.com,,Salesforce
10771284,Inactive Investor,Luke Etherton,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,luke.etherton@fidelity.com,,Salesforce
9630754,,James Wang,,,jamesknwang@gmail.com,,List import
6562645,,Jonathan Oliver,,Private,jonathanlovesjesus82@gmail.com,(081) 701-2783,Web form fillout
10861003,Inactive Investor,Janice Robinson,,LPL Financial LLC Bluffton SC 9 Oak Forest Rd,janice.robinson@lpl.com,,Salesforce
10927867,Inactive Investor,Leonard Hajrullahu,Financial Advisor,PNC Investments Cornelius NC Private Residence,leonard.hajrullahu@pnc.com,,Salesforce
246417,,Mario DeCaro,,[Unknown],marioypiretis@gmail.com,,
10793019,Inactive Investor,Melissa Farrell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",melissa.farrell@schwab.com,,Salesforce
10831520,Inactive Investor,Madeline Rosa,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",madeline.rosa@ml.com,,Salesforce
10759343,Inactive Investor,Elizabeth Bright,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11128432,Inactive Investor,Michael West,,"Woodmen Financial Services, Inc.",mpwest@woodmen.org,,Salesforce
10763005,Inactive Investor,Jeffrey Bogert,,"Wells Fargo Advisors Financial Network, LLC Allentown PA 1605 N Cedar Crest Blvd",jeffrey.bogert@wfafinet.com,,Salesforce
372841,,Steven Pryor,,United States,stpryor1@gmail.com,,source
10947244,Inactive Investor,Leon Weinerman,,"David Lerner Associates, Inc. Boca Raton FL 568 NE 51st St",,,Salesforce
343741,,Vincent Galindo,,Hyas Group,vgalindo@hyasgroup.com,971-634-1500,Manual List Upload
10612373,,Daniel Stahlie,"Financial Advisor, Senior Director - Investments",,daniel.stahlie@opco.com,,List Import
11194017,Inactive Investor,John Pesh,,LPL Financial LLC Madison WI 629 Gately Ter,john.pesh@lpl.com,,Salesforce
10957421,Inactive Investor,Stanley Robbins,,"Osaic FA, Inc. Richboro PA 95 Almshouse Rd",stanley.robbins@lfg.com,,Salesforce
9609756,,Min Jon,,,mind0701@gmail.com,,List import
9631742,,Luke Stagnetto,,,lukestagnetto@gmail.com,,List import
11102842,Inactive Investor,Jay Pope,Financial Advisor,Edward Jones O Fallon MO 2299 Technology Dr,chris.pope@edwardjones.com,,Salesforce
10925085,Inactive Investor,Joshua Hodges,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joshua.hodges@fmr.com,,Salesforce
10979593,Inactive Investor,Jeovanny Martinez,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,,,Salesforce
11186893,Inactive Investor,Elinda Burks,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,elinda.burks@primerica.com,,Salesforce
341224,,Alanna Carnahan,,"Mcdermott Investment Advisors, Llc",acarnahan@mcdermottadvisors.com,239-298-5263,Manual List Upload
11090576,Inactive Investor,Jessenia Marmolejos,,J.P. Morgan Securities LLC Saint Cloud FL 4355 13th St,jessenia.b.marmolejos@chase.com,,Salesforce
10616286,,Patrick Leon,,,patrick.leon@lpl.com,,List Import
11212647,Inactive Investor,Maribeth Gunger,Financial Advisor,Edward Jones Oak Park IL Private Residence,maribeth.fromm@edwardjones.com,,Salesforce
9590160,,peter carino,,,hunter522@yahoo.com,,List import
10778659,Inactive Investor,Frank Barnett,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Tyler TX 1347 Dominion Plz",frank.barnett@rbc.com,,Salesforce
9575631,,Vanessa M. Bouchereau,,,vvincent@kindcr.com,,List import
10596636,,Nathaniel Bethea,,,nbethea@fultonfinancialadvisors.com,757-222-2443,Web Form Fillout
11140304,Inactive Investor,Luke Murray,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
352542,,Jim Edmonson,Investment Advisor,"Essex Private Wealth Management, Llc",jedmonson@essexprivate.com,978-887-5981,Manual List Upload
11074537,Inactive Investor,William Weimer,Wealth Advisor,LPL Financial LLC Lancaster OH 2686 N Columbus St,william.weimer@lpl.com,,Salesforce
11065565,Inactive Investor,William Ashbaugh,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10829126,Inactive Investor,Drew Moomaw,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Orlando FL 7575 Dr Phillips Blvd",drew.m.moomaw@wfafinet.com,,Salesforce
11174769,Inactive Investor,Anthony Naniot,Financial Advisor,Edward Jones De Pere WI 548 Redbird Cir,tony.naniot@edwardjones.com,,Salesforce
10932404,Inactive Investor,Anthony D'Auria,Financial Advisor,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",anthony.dauria@ampf.com,,Salesforce
10954776,Inactive Investor,Emily Moyer,,J.P. Morgan Securities LLC New York NY 277 Park Ave,emily.moyer@jpmorgan.com,,Salesforce
11000907,Inactive Investor,Jennifer Gentile,,J.P. Morgan Securities LLC Brooklyn NY 506 Kings Hwy,jennifer.gentile@jpmorgan.com,,Salesforce
10778168,Inactive Investor,Robert McKelvey,Chief Compliance Officer;President,"George McKelvey Co., LLC Sea Girt NJ 529 Washington Blvd",,,Salesforce
11014697,Inactive Investor,Anthony Petty,,J.P. Morgan Securities LLC Oakland CA 3241 Lakeshore Ave,anthony.petty@jpmorgan.com,,Salesforce
10771524,Inactive Investor,Vito D'Angelo,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Austin TX 7000 N Mo Pac Expy,vito.dangelo@hilltopsecurities.com,,Salesforce
11119057,Inactive Investor,Gerald Barlow,Financial Advisor,"Ameriprise Financial Services, LLC New Hope PA 6444 Lower York Rd",gerald.barlow@ampf.com,,Salesforce
11096395,Inactive Investor,Edward Donnelly,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",ed.donnelly@wellsfargo.com,,Salesforce
11176900,Inactive Investor,Michael Camarata,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",michael.camarata@schwab.com,,Salesforce
10595539,,Gregory Gray,,,gregorygray65ppa1@gmail.com,,Web Form Fillout
11168414,Inactive Investor,Douglas Dirksen,,"Raymond James Financial Services, Inc. Colorado Springs CO 2925 Professional Pl",doug.dirksen@raymondjames.com,,Salesforce
11173768,Inactive Investor,Kellie Jenkins,Financial Advisor,Edward Jones Atoka OK 156 E Court St,kellie.jenkins@edwardjones.com,,Salesforce
10830653,Inactive Investor,Maureen Ryan,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
9590364,,Lisa Flaherty,,,lisa.flaherty@yauponcap.com,,List import
11208906,Inactive Investor,Nicholas Enea,President;Regulatory Contact,WFA Asset Management Corp,nicholas@wfa-asset.com,,Salesforce
335785,,Irene Buettner,,Hbks Wealth Advisors,ibuettner@hbksorce.com,,
11094708,Inactive Investor,Thomas Ware,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,thomas.ware@ubs.com,,Salesforce
11019868,Inactive Investor,David Walquist,Chief Compliance Officer;Managing Member,InvestiFI Wealth Management LLC,,,Salesforce
177091,,Thomas Zucosky,"Founder, Managing Partner, COO, CCO & CIO",[Unknown],tom@discoverycap.com, +1 646 825 8222,Database Upload
9630339,,Yao Lee,,,yao@squaredotltd.com,,List import
9558069,,William Terribile,,,bill.terribile@essexfinancialservices.com,,List import
95133,,Maureen Collier,,United States,m0dee@aol.com,,
11025033,Inactive Investor,Rafael Mata,,LPL Financial LLC McAllen TX 520 E Nolana Ave,rafael.mata@lpl.com,,Salesforce
11001017,Inactive Investor,Shevon Williams,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",shevon.williams@nm.com,,Salesforce
10849162,Inactive Investor,Todd Witcraft,Chief Compliance Officer;Chief Executive Officer;Treasurer,Dougherty Wealth Advisers LLC Wayzata MN 861 Lake St N,twitcraft@doughertywealth.com,,Salesforce
11184624,Inactive Investor,David Tomita,,Cetera Investment Services LLC Kingsport TN 4105 Fort Henry Dr,,,Salesforce
9591398,,Michael Nunnelee,,,michael.nunnelee@cnb.com,,List import
11140914,Inactive Investor,Jordan Dotson,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,jordanrandaldotson@primerica.com,,Salesforce
11233362,Inactive Investor,Karim Shady,,"Fifth Third Securities, Inc. North Olmsted OH 26187 Lorain Rd",,,Salesforce
10952676,Inactive Investor,Ted Gautier,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,ted.gautier@ceterais.com,,Salesforce
11126552,Inactive Investor,Angela Fox,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
9599303,,Brett Sperin,,,brett.sperin@personalcapital.com,,List import
10999486,Inactive Investor,Gary Brown,,"FBL Marketing Services, LLC Burlington IA 1734 N Roosevelt Ave",gary.brown@fbfs.com,,Salesforce
205510,,Sambo Delekajew,,[Unknown],sam1981@gmail.com,,source
11055396,Inactive Investor,Rhonda Schledewitz,,"Horace Mann Investors, Inc. Scottsbluff NE 108 E 19th St",,,Salesforce
11151004,Inactive Investor,Joseph Devlin,,Vanguard Marketing Corporation,joseph_devlin@vanguard.com,,Salesforce
10754689,Inactive Investor,Jenny Savallo,Wealth Management Associate,Morgan Stanley Orlando FL 201 E Pine St,jenny.savallo@morganstanley.com,,Salesforce
10509935,,Chai Phrompechrut,,Olive Invest,chai@oliveinvest.com,,List Import
10927100,Inactive Investor,Christine Meyer,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,christine.meyer@fmr.com,,Salesforce
10795128,Inactive Investor,Levar Brown,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",levar_brown@ml.com,,Salesforce
11058577,Inactive Investor,Leanne Robuck,Associate Financial Advisor,"Ameriprise Financial Services, LLC Blythewood SC 115 McNulty St",leanne.s.robuck@ampf.com,,Salesforce
11202880,Inactive Investor,David Schlesselman,Financial Advisor,KDM Wealth Management Inc.,,,Salesforce
11030271,Inactive Investor,Eldon Ontal,,PFS Investments Inc. Covina CA 320 W Badillo St,eldon.ontal@primerica.com,,Salesforce
10758881,Inactive Investor,Thomas Konop,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Anchorage AK 2550 Denali St,thomas.konop@morganstanley.com,,Salesforce
11151402,Inactive Investor,David L'Erario,Investment Advisor Representative,"Osaic Wealth, Inc. Hockessin DE 722 Yorklyn Rd",dlerario@osaicwealth.com,,Salesforce
10903915,Inactive Investor,Pia Meyer,Financial Advisor,Edward Jones Vancouver WA 234 SE 136th Ave,pia.meyer@edwardjones.com,,Salesforce
10760561,Inactive Investor,Brian Venarchick,,Goldman Sachs & Co.,brian.venarchick@gs.com,,Salesforce
9595200,,Audra Dial,,,adial@valeofinancial.com,,List import
10791783,Inactive Investor,Richard Griffard,,"Saxony Securities, Inc.",rick@saxonysecurities.com,,Salesforce
9618977,,Van Nam,,,dinhnamcryptoluffy@gmail.com,,List import
10898327,Inactive Investor,Amy Byford,Financial Advisor,Edward Jones Little Rock AR 11219 Financial Centre Pkwy,amy.byford@edwardjones.com,,Salesforce
11118155,Inactive Investor,Charles Triplett,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,catriplett@ft.newyorklife.com,,Salesforce
10897028,Inactive Investor,Christopher Boushell,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Chester PA 200 N High St",chris.boushell@nm.com,,Salesforce
124526,,John Wong,Portfolio Accountant,Seven Bridges Advisors Llc,jwco.finance@gmail.com,,
220799,,Joseph Deraville,,[Unknown],jnderaville@icloud.com,,Direct
10887955,Inactive Investor,Robert Zimmerman,,"Osaic Wealth, Inc. Carleton MI 12753 Grafton Rd",bobbyz@osaicwealth.com,,Salesforce
10991508,Inactive Investor,Matthew Anderson,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10805114,Inactive Investor,Anthony Poppe,Principal,Firestone Capital Management Inc,apoppe@firestonecapital.com,,Salesforce
11050366,Inactive Investor,Arthur Locke,Chief Executive Officer;Founder;President,Locke Advisory Services LLC,,,Salesforce
10846349,Inactive Investor,Phillip Curoe,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
10606202,,John Kelly,"Managing Director, Portfolio Manager, Wealth Partner",J.P. Morgan Securities LLC,johnbkelly@gmail.com,212-272-9581,List Import
10907104,Inactive Investor,Darrell Nolton,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",devin.nolton@ml.com,,Salesforce
9621783,,Ankaj kumar,,,ankajku@mail.com,,List import
10972231,Inactive Investor,Beth Trice,,The Huntington Investment Company Southfield MI 24805 W 12 Mile Rd,beth.trice@huntington.com,,Salesforce
11050603,Inactive Investor,Tonja Womble,,"Truist Investment Services, Inc. Chapel Hill NC 1414 Raleigh Rd",tonja.womble@truist.com,,Salesforce
10864956,Inactive Investor,Duane Westphal,,PFS Investments Inc. Milwaukee WI 1011 N Mayfair Rd,duane.westphal@primerica.com,,Salesforce
11086773,Inactive Investor,Michael Kent,Financial Consultant,J.P. Morgan Securities LLC Thousand Oaks CA 3960 E Thousand Oaks Blvd,michael.q.kent@jpmorgan.com,,Salesforce
225721,, -,,[[Unknown]],nghiasmt@gmail.com,,Initial Salesforce Import
112417,,Charles Deitschmann,,N/A,deitschmannc@gmail.com,9042103652,
11147207,Inactive Investor,Nita Singhal,,"Saxony Securities, Inc. Plano TX 4512 Legacy Dr",,,Salesforce
11271177,Inactive Investor,Matthew Kruelle,Associate Portfolio Manager,"Blackhawk Capital Partners, LLC Scottsdale AZ 21020 N Pima Rd",matthew@blackhawk-capital.com,480-320-4736,Salesforce
339851,,Neil Sutherland,General Partner,Dundas Global Investors,neil@dundasglobal.com,441-315-562627,Manual List Upload
10657725,,Moosa Rizvi,,,moosa.rizvi@morganstanley.com,,List Import
9592105,,RICARDO HAYES,,,ricardo.m.hayes@gmail.com,,List import
11176295,Inactive Investor,Philip Mulkey,Financial Planner,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",philipmulkey@synovus.com,,Salesforce
11169380,Inactive Investor,Jake Hamel,,Fidelity Brokerage Services LLC,,,Salesforce
1987946,,Laura Cook,,[Unknown],lacook07@hotmail.com,,
10619868,,Erin Casey,,,ecasey@heardcapital.com,,List Import
11133422,Inactive Investor,Christopher Peixotto,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.peixotto@fidelity.com,,Salesforce
9648062,,Marcelo Via,,,mvia@outlook.com,,List import
9580070,,Ryan Bailey,,,rbbailey@lmicglobal.com,,List import
374069,,Iuliia Kryvychenko,,[Unknown],yul654@gmail.com,,source
11156561,Inactive Investor,Brandon Thomas,Investment Executive,"Fifth Third Securities, Inc. Charlotte NC 1800 Camden Rd",brandon.thomas@53.com,,Salesforce
10487212,,Courtney Hardin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",chardin@ml.com,,List Import
10936855,Inactive Investor,Calvin Romero,,LPL Financial LLC Durango CO 484 Turner Dr,calvin.romero@lpl.com,,Salesforce
9547927,,Aroon Bhattia,,,aroonb86@gmail.com,,List import
11034729,Inactive Investor,Nathan Gale,,Vanguard Marketing Corporation,nathan_gale@vanguard.com,,Salesforce
11186601,Inactive Investor,William Sisson,,J.P. Morgan Securities LLC Dallas TX 11611 Preston Rd,,,Salesforce
10923708,Inactive Investor,Brianne Ikerd,,LPL Financial LLC Indianapolis IN 900 E 96th St,brianne.ikerd@lpl.com,,Salesforce
11103130,Inactive Investor,Danielle Cassidy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,danielle.cassidy@fidelity.com,,Salesforce
341447,,Peter Hawkings,General Counsel,Hazelview Securities Inc.,phawkings@timbercreek.com,188-894-98439,Manual List Upload
10942750,Inactive Investor,Kenneth Nuttall,Chief Investment Officer,"BlackDiamond Wealth Management, LLC",knuttall@blackdiamondwealth.com,,Salesforce
10837441,Inactive Investor,Anne Norton,Senior Client Service Associate,"Raymond James & Associates, Inc. Johns Island SC Private Residence",anne.norton@raymondjames.com,,Salesforce
10900698,Inactive Investor,Kevin Brown,Financial Advisor,Insight Wealth Partners,kevin.brown@insightwp.com,,Salesforce
10808078,Inactive Investor,Amleset Desta,,Cetera Financial Specialists LLC Denver CO 90 Madison St,amleset.desta@ceterafs.com,,Salesforce
9637952,,James Raney,,,jraney@groton.org,,List import
11195961,Inactive Investor,Joel Seckel,,"VALIC Financial Advisors, Inc. Columbus OH 8050 N High St",joel.seckel@valic.com,,Salesforce
10785635,Inactive Investor,Joseph Natoli,,Goldman Sachs & Co. San Francisco CA 555 California St,joseph.natoli@gs.com,,Salesforce
10659569,,Francisco Anderson,,,cisco.anderson@tfaconnect.com,,List Import
11175011,Inactive Investor,Eric Nicolassy,,Network 1 Financial Securities Inc.,,,Salesforce
10759308,Inactive Investor,Marisela Gonzalez,Supervisory Principal,Citigroup Global Markets Inc. Glendale CA 700 N Brand Blvd,marisela.f.gonzalez@citi.com,,Salesforce
10972271,Inactive Investor,Bobbi Spainhower,,"Osaic Institutions, Inc. Charles City IA 809 Clark St",bspainhower@infinexgroup.com,,Salesforce
11044613,Inactive Investor,Tonya Hernandez,Associate,Edward Jones Folsom CA Private Residence,,,Salesforce
11222412,,Pia Mathur,,,pia.mathur@us.hsbc.com,,List Import
11068816,Inactive Investor,Mastura Zahid,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",misti.zahid@ml.com,,Salesforce
10772501,Inactive Investor,Michael Stone,,"Ameritas Investment Company, LLC Fairfax VA 4069 Chain Bridge Rd",mstone@ameritas.com,,Salesforce
10800239,Inactive Investor,John Case,,"Next Financial Group, Inc. Lexington SC 601 E Main St",,,Salesforce
10809578,Inactive Investor,V Kempson,,"American Portfolios Financial Services, Inc. Sparta NJ 351 Sparta Ave",,,Salesforce
10613563,,Ernie Kloock,"Client Service Associate, Financial Advisor, Senior Vice President - Wealth Management",,ernie.kloock@ubs.com,,List Import
237570,, -,,[[Unknown]],michaelprahl@outlook.com,,
10645012,,Cristina Baltazar,,,cristina.baltazar@nm.com,,List Import
10579751,Active Investor,dtramontozzi9@gmail.com,,DELIO TRAMONTOZZI,dtramontozzi9@gmail.com, +14159488228,Salesforce
9608609,,Edwin Joy,,,edwinjoy04@gmail.com,,List import
10993871,Inactive Investor,Kevin Cappelli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9624111,,Seth McGuire,,,sether94@live.com,,List import
10617328,,Joseph Zarlenga,,,joseph.a.zarlenga@ampf.com,,List Import
10618055,,Ari Paxinos,,,arip_paxinos@ml.com,,List Import
10761354,Inactive Investor,Robert Sek,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",robert.sek@wellsfargoadvisors.com,,Salesforce
10961643,Inactive Investor,Joseph Donovin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10829221,Inactive Investor,Joseph Velez,Financial Advisor,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,joey.velez@ubs.com,,Salesforce
10752595,Inactive Investor,Janine Olson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",janine.olson@ml.com,,Salesforce
11139600,Inactive Investor,Christopher Shaver,,"Raymond James Financial Services, Inc. Latham NY 11 Sunset Dr",christopher.shaver@raymondjames.com,,Salesforce
333304,,Matt Weaver,,First Bank (ME),matthew.weaver@thefirst.com,,Manual List Upload
11127761,Inactive Investor,David Canino,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Jamesville NY Private Residence",david.canino@equitable.com,,Salesforce
10941591,Inactive Investor,Mcclain Morris,,"Independent Financial Group, LLC Carlsbad CA 701 Palomar Airport Rd",,,Salesforce
11125343,Inactive Investor,Jonathan Schneider,,"Calton & Associates, Inc. Madison WI 6525 Grand Teton Plz",jschneider@calton.com,,Salesforce
229224,, -,,[[Unknown]],laverne.kary@yahoo.com,,
238800,,dkress46@gmail.co Kress,,United States,dkress46@gmail.com,,
10949745,Inactive Investor,Melissa Budelman,Chief Compliance Officer;Managing Partner,"EMFO, LLC Weston FL 2843 Executive Park Dr",mbudelman@emeraldfamilyoffice.com,,Salesforce
11061377,Inactive Investor,Edwin Yoon,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",edwin.yoon@ml.com,,Salesforce
11031639,Inactive Investor,Tracy Parks,,"Cambridge Investment Research, Inc. Pilot Grove IA 1341 Pilot Grove Rd",,,Salesforce
10920585,Inactive Investor,Michael Colvin,Financial Advisor,Financial Advocates Investment Management Vancouver WA 900 Washington St,mcolvin@financialadvocates.com,,Salesforce
5172421,,Leszek Nosidlak,,,nosidlak@poczta.fm,,Web Form Fillout
10891306,Inactive Investor,Erik Lauricella,Client Service Associate,Morgan Stanley Charleston SC 850 Morrison Dr,,,Salesforce
10506370,,Tom Roberts,,,tarobertsjr@hotmail.com,,Web Form Fillout
11107076,Inactive Investor,Kelly Wylie,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kelly_wylie@vanguard.com,,Salesforce
10644272,,Madelyn Schiller,,,mschiller@williamblair.com,,List Import
9585247,,Alejandro Sandoval,,,alejandro@bayandcompany.com,,List import
9603549,,Enrique Puentes,,,epuentes12@gmail.com,,List import
9644332,,Josh Roy,,,chicagojoshroy@gmail.com,,List import
11116421,Inactive Investor,Marcus Gilbert,Premier Banker,"Wells Fargo Clearing Services, LLC Magnolia TX 33030 FM 2978 Rd",,,Salesforce
10945460,Inactive Investor,Joe Woods,,Lincoln Investment Oklahoma City OK 7814 S Pennsylvania Ave,jwoods@lincolninvestment.com,,Salesforce
10973924,Inactive Investor,Brittany Munn,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",brittany.munn@firstcitizens.com,,Salesforce
9600883,,Andre Robinson,,,andre.robinson@voya.com,,List import
9619717,,Dan Zitar,,,daniel.zitarevic@onet.pl,,List import
10862603,Inactive Investor,Victoria Salazar,Wealth Management Associate,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,victoria.salazar@morganstanley.com,,Salesforce
11055594,Inactive Investor,Mark Miller,,Commonwealth Financial Network Boise ID 412 E Parkcenter Blvd,,,Salesforce
10844160,Inactive Investor,Joe Young,Managing Member;Representative,Waypoint Strategic Advisors Asheville NC 214 Executive Park,joe@waypointus.com,,Salesforce
11100455,Inactive Investor,Hilary Roper,Research Analyst;Shareholder,"Maple Capital Management, Inc.",hroper@maplecapital.com,,Salesforce
9610149,,Wes Wilt,,,wwilt@canalstreetfinancialadvisors.com,,List import
9572497,,Joshua Fagen,,,josh.fagen@surveyor-capital.com,,List import
334492,,Jack Kanyanga,,Imara Asset Management Limited,jkanyanga@sbz.com.zm, -31493,Manual List Upload
9600184,,Andrew Milgram,,,amilgram@marblegate.com,,List import
9600868,,Jun Sakumoto,,,jsakumoto@avanath.com,,List import
11145843,Inactive Investor,Virginia Raborn,Financial Advisor;Senior Investment Management Specialist;Vice President,Morgan Stanley San Antonio TX 7600 Broadway,virginia.tapley@morganstanley.com,,Salesforce
11114936,Inactive Investor,Alfredo Vidrio,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,alfredo.vidrio@fidelity.com,,Salesforce
11142160,Inactive Investor,Jeffrey Horwich,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glenview IL 2821 Pfingsten Rd",,,Salesforce
11195520,Inactive Investor,Jenny Quan,,Cetera Investment Services LLC San Gabriel CA 301 W Valley Blvd,jenny.quan@ceterais.com,,Salesforce
10754127,Inactive Investor,Jason Koptish,,"Raymond James Financial Services, Inc. Glen Allen VA 4510 Cox Rd",jason.koptish@raymondjames.com,,Salesforce
11066828,Inactive Investor,Scott Sprinkle,Chief Compliance Officer;Managing Member;Partner,Sprinkle Financial Consultants LLC,scott@sprinklefinancial.com,,Salesforce
11103280,Inactive Investor,Dawn Von Behren,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",,,Salesforce
10835422,Inactive Investor,Joseph Syernick,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",jsyernick@financialguide.com,,Salesforce
11068435,Inactive Investor,Joseph Ronco,,State Farm VP Management Corp. Stroudsburg PA 3101 Rte 611,,,Salesforce
10889358,Inactive Investor,Jonathan Martin,Financial Advisor,Edward Jones Telluride CO Private Residence,jon.martin@edwardjones.com,,Salesforce
10991100,Inactive Investor,John Eckersley,Chief Compliance Officer;Managing Member,"SimpliciFi, LLC",,,Salesforce
11063203,Inactive Investor,Brian Monske,Managing Director,AllPoint Financial Group Napa CA 833 Franklin St,,,Salesforce
10896491,Inactive Investor,Jordan Campsey,Financial Advisor,Edward Jones Keller TX 201 Town Center Ln,jordan.campsey@edwardjones.com,,Salesforce
11021080,Inactive Investor,Hanadi Timani,,J.P. Morgan Securities LLC Bloomfield Hills MI 2480 W Maple Rd,hanadi.timani@jpmorgan.com,,Salesforce
11002416,Inactive Investor,Vanessa Gudzik,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,vgudzik@primerica.com,,Salesforce
11049773,Inactive Investor,Jose Suarez Paez,,VectorGlobal WMG,,,Salesforce
10775076,Inactive Investor,Stephen Wynne,Executive Director;Financial Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,stephen.m.wynne@jpmorgan.com,,Salesforce
11023082,Inactive Investor,Mary Kohman,Chief Operating Officer;Financial Advisor,"BlueStem Wealth Partners, LLC",maryjo.kohman@bluestemwealthpartners.com,,Salesforce
10904798,Inactive Investor,Nicholas Vali,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
9607146,,slyon33@comcast.net Lyon,,,slyon33@comcast.net,,List import
10658756,,Michael O'Reilly,,,michael.oreilly@jpmorgan.com,,List Import
11081780,Inactive Investor,Nicole Link,Financial Advisor,LPL Financial LLC Springfield IL 3400 Wabash Ave,nicole.nunn@lpl.com,,Salesforce
11056248,Inactive Investor,Jacob Hanzel,,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",jacob.hanzel@ampf.com,,Salesforce
11069174,Inactive Investor,Shawn Mcdonough,Financial Advisor;Senior Associate,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,shawn_mcdonough@glic.com,,Salesforce
10982935,Inactive Investor,Christopher Gulick,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11153744,Inactive Investor,Nickolaus Dunegan,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10826151,Inactive Investor,Christopher Buzaid,,"Mesirow Financial, Inc. New York NY 140 E 45th St",,,Salesforce
11081615,Inactive Investor,Jeremiah Melton,Financial Advisor,Edward Jones Springfield MO 300 S John Q Hammons Pkwy,jeremy.melton@edwardjones.com,,Salesforce
11104319,Inactive Investor,Daniel Tapia,Managing Partner;President;Regulatory Contact;Wealth Advisor,Rembrandt Financial Group LLC,dtapia@rembrandtfinancialgroup.com,,Salesforce
9636942,,Edmund Nicklin,,,enicklin@westportfunds.com,,List import
11081166,Inactive Investor,David Scafa,,"Avantax Investment Services, Inc. Pennington NJ 54 Rte 31 N",,,Salesforce
10967014,Inactive Investor,Iryna Antonyuk,Financial Advisor,LPL Financial LLC Baltimore MD 7 N Calvert St,iryna.antonyuk@lpl.com,,Salesforce
11129765,Inactive Investor,Vincent Rondolone,,Vanguard Marketing Corporation,vincent_rondolone@vanguard.com,,Salesforce
10917321,Inactive Investor,Starr Paulson,Financial Assistant,Commonwealth Financial Network Englewood CO 8400 E Prentice Ave,spaulson@commonwealth.com,,Salesforce
11203881,Inactive Investor,Vincent Ambroselli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",vincent_m_ambroselli@ml.com,,Salesforce
10799707,Inactive Investor,Morrie Reiff,Chief Executive Officer;Investment Advisor;President;Regulatory Contact,Planned Asset Management,,,Salesforce
9591640,,Marc-Arthur Perdriel,,,marthurp12@gmail.com,,List import
10488433,,Gilbert Dunham,"Chief Investment Officer, Managing Partner, Member",TAG-FT Management LLC,g_dunham@mail.com,,List Import
11165470,Inactive Investor,King Cavalier,,"Raymond James Financial Services, Inc. Englewood CO 8400 E Prentice Ave",sutton.cavalier@raymondjames.com,,Salesforce
61810,,Kendal Dunn,Chief Operations Officer,"Bischoff Wealth Management Group, Llc",kendal@bischoffwealth.com, +1 317 851 9718,Manual List Upload
11139138,Inactive Investor,Vy Dang,,J.P. Morgan Securities LLC Frisco TX 3127 Main St,vy.dang@jpmorgan.com,,Salesforce
9566514,,Erdal Elmas,,,eelmas@cusonet.com,,List import
10929981,Inactive Investor,Michael Wiswell,,"Gradient Securities, LLC Oregon WI Private Residence",,,Salesforce
370714,,Marlon Mejía,,United States,marlon30044@gmail.com,,Salesforce
9634332,,Kevin Wang,,,kevindalewang@gmail.com,,List import
11083068,Inactive Investor,Grant Nielsen,,"CapFinancial Securities, LLC. Provo UT 13961 S Minuteman Dr",,,Salesforce
339853,,Gavin Harvie,General Partner,Dundas Global Investors,gavin@dundasglobal.com,441-315-562627,Manual List Upload
10514593,,Brian King,,JP Morgan,brian.c.king@jpmorgan.com,,List Import
11107884,Inactive Investor,Jessica Gonzalez Alonso,Associate Banker,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
10825267,Inactive Investor,Tyler Hoffmann,Financial Advisor;President,Convergence Financial,,,Salesforce
11084631,Inactive Investor,Raymond Holden,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10846063,Inactive Investor,David Harris,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 7290 S Durango Dr",david.m.harris@wellsfargo.com,,Salesforce
11177314,Inactive Investor,Brendan Thon,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,brendan.thon@fmr.com,,Salesforce
11129111,Inactive Investor,Ashley Leopold,Registered Client Service Associate,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",,,Salesforce
9624046,,Amanda Yeow,,,amandayeowsy@gmail.com,,List import
10891697,Inactive Investor,Sean Grippin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11134059,Inactive Investor,Katelyn Wehr,Financial Consultant,"Equitable Advisors, LLC Lancaster PA 205 Granite Run Dr",katelyn.wehr@equitable.com,,Salesforce
11019416,Inactive Investor,Mark Merz,,J.P. Morgan Securities LLC Brea CA 270 S State College Blvd,mark.merz@jpmorgan.com,,Salesforce
11076037,Inactive Investor,Nina Graham,Managing Partner;Member,"Socha Financial Group, LLC",nina.socha@sochafinancial.com,,Salesforce
1006124,Inactive Investor,Roberto Cerè,,Roberto Cere,drcere@icloud.com,,Direct
11194920,Inactive Investor,Terrence Burney,,"Farmers Financial Solutions, LLC Mesquite TX 1220 N Town East Blvd",tburney@farmersagent.com,,Salesforce
229,,,,,davidbrown@250ok.co,,
10919508,Inactive Investor,Andrew Mastro,Chief Compliance Officer;Founder;Managing Member;President,Wrought Advisors,andrew@wroughtadvisors.com,856-249-9980 x1,Salesforce
10921716,Inactive Investor,Austin Billeter,Investment Consultant,"Charles Schwab & Co., Inc. Spokane WA 818 W Riverside Ave",,,Salesforce
11075067,Inactive Investor,Michael Kriechbaum,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,mkriechbaum@lincolninvestment.com,,Salesforce
216135,,ronald avignone,,ron avignone,ron.avignone@protonmail.com,,Event
9548748,,Alonso Benavente,,,albeta17@hotmail.com,,List import
10867150,Inactive Investor,Andrej Pavlovic,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11113327,Inactive Investor,James Hendricks,Regional Vice President,PFS Investments Inc. Springfield IL 2815 Old Jacksonville Rd,james.hendricks@primerica.com,,Salesforce
229595,, -,,[[Unknown]],rich18691869@gmail.com,,
1003173,Inactive Investor,David Mann,,Alex.Brown,david.mann@alex-brown.com,,
10830101,Inactive Investor,Briney Clore,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",blclore@financialguide.com,,Salesforce
10843226,Inactive Investor,Mark Antonich,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 8832 Blakeney Professional Dr",mark.x.antonich@ampf.com,,Salesforce
10806159,Inactive Investor,Violet Lee,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",violet.lee@ml.com,,Salesforce
11112313,Inactive Investor,Jeffrey Adkins,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10904555,Inactive Investor,Clyde Barton,Financial Advisor;Financial Planning Associate,Morgan Stanley Billings MT 401 N 31st St,clyde.barton@morganstanley.com,,Salesforce
10781186,Inactive Investor,Leslie Adams,,J.P. Morgan Securities LLC Elizabethtown KY 1200 N Dixie Hwy,leslie.j.adams@jpmorgan.com,,Salesforce
10765975,Inactive Investor,Erin Considine,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",erin.considine@ml.com,,Salesforce
10858553,Inactive Investor,Amber Askew,,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",amber.oatman@wellsfargoadvisors.com,,Salesforce
10932700,Inactive Investor,William Bolitho,,PFS Investments Inc. Brentwood TN 1802 Williamson Ct,william.bolitho@primerica.com,,Salesforce
10619113,,Micah Shields,,,micah.shields@morganstanley.com,,List Import
9596459,,Marsha Modery,,,daffydoc69@aol.com,,List import
10953780,Inactive Investor,Timothy Fabrizio,,Fidelity Brokerage Services LLC,,,Salesforce
236091,, -,,[[Unknown]],dsims408@charter.net,,Organic Search
11193297,Inactive Investor,Adrienne Hayes,Portfolio Manager,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,ahayes@rwbaird.com,,Salesforce
10964017,Inactive Investor,Marfina Peralta Alfonso,,PFS Investments Inc. Gurnee IL 5101 Washington St,mperaltaalfonso@primerica.com,,Salesforce
10957090,Inactive Investor,Parker Balfany,Relationship Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 1220 County Rd E W",,,Salesforce
11009821,Inactive Investor,Jimmy Hwang,,J.P. Morgan Securities LLC Highland MI 2886 E Highland Rd,jimmy.hwang@jpmorgan.com,,Salesforce
10910034,Inactive Investor,J Carrell,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 700 Highlander Blvd",j.carrell@ampf.com,,Salesforce
11207198,Inactive Investor,Joel Yudenfreund,,Advisory Services Network West Palm Beach FL 501 S Flagler Dr,,,Salesforce
10844325,Inactive Investor,Frederick Howdy,Financial Advisor,Edward Jones Chocowinity NC 685 N C Hwy 33 E,trey.howdy@edwardjones.com,,Salesforce
9550016,,Michelle Stone,,,stone.michelle@principal.com,,List import
334501,,Jonathan Killion,Managing Director,"Carl Marks Management Company, Llc",jkillion@carlmarks.com,212-909-8400,Manual List Upload
10614745,,Scott Blair,"Director - Alternative Investments, Financial Advisor, Lending Specialist, Managing Director, Senior Portfolio Management Direct",,scott.blair@morganstanley.com,,List Import
11007643,Inactive Investor,Tyler McCall,Senior Manager,"Raymond James & Associates, Inc.",tyler.mccall@raymondjames.com,,Salesforce
10761580,Inactive Investor,Karen Klemens,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",karen.c.teska-morton@wellsfargoadvisors.com,,Salesforce
10551439,Active Investor,Brian Malm,,Brian Malm,brian.malm@gmail.com,,Salesforce
11232320,Inactive Investor,Leslie Garcia,,PFS Investments Inc. Houston TX 12941 North Fwy,leslieygarcia@primerica.com,,Salesforce
10927313,Inactive Investor,Alicia Chrisley,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9582376,,Patrick Ghali,,,patrick@susexpartners.com,,List import
11099649,Inactive Investor,Anthony Pontes,Chief Compliance Officer;Chief Financial Officer;President,Marathon Retirement Planning,anthony@mrppfg.com,,Salesforce
233715,, -,,[[Unknown]],filipe_lou@hotmail.com,,
11207456,Inactive Investor,George Don,Financial Advisor,"Signet Financial Management, LLC Miami FL Private Residence",gdon@signetfm.com,,Salesforce
10793422,Inactive Investor,Robert Barnett,,"The Investment Center, Inc. Bala Cynwyd PA 33 Rock Hill Rd",rbarnett@investmentctr.com,,Salesforce
227233,, -,,[[Unknown]],gjr52bella@gmail.com,,
10825698,Inactive Investor,Patricia Brukoff,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",patricia_brukoff@ml.com,,Salesforce
10843900,Inactive Investor,Whitney Solcher,Chief Investment Officer;Member;Partner,Ulrich Investment Consultants San Antonio TX 711 Broadway St,whitneys@ulrichcg.com,,Salesforce
10935805,Inactive Investor,Jerry Mattern,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
9557449,,James Galiger,,,jgaliger@sigmarep.com,,List import
11175786,Inactive Investor,Karen Fasciana,,"Raymond James Financial Services, Inc. Jacksonville Beach FL 131 2nd Ave N",karen.cody@raymondjames.com,,Salesforce
10919922,Inactive Investor,Demetrios Manthous,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",dmanthous@capitolsecurities.com,,Salesforce
10822728,Inactive Investor,Jacob Cercone,Financial Advisor,LPL Financial LLC Scottsdale AZ 11333 N Scottsdale Rd,,,Salesforce
11126532,Inactive Investor,Randy Norris,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Clarkston WA 518 Diagonal St,randy.norris@morganstanley.com,,Salesforce
9566460,,Robert S. Sherr,,,rsherr@sherrfinancial.com,,List import
10972872,Inactive Investor,Jared Grimes,Vice President;Wealth Management Specialist,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,jared.grimes@jpmorgan.com,,Salesforce
9638368,,Davide Iebba,,,davide.iebba@maf.ae,,List import
11052000,Inactive Investor,Brad Buch,Financial Advisor,Edward Jones Northumberland PA 115 Point Township Dr,brad.buch@edwardjones.com,,Salesforce
10949809,Inactive Investor,Vaughn Wahlberg,Financial Solutions Associate,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",vaughn.wahlberg@tiaa.org,,Salesforce
11217581,,Jason Speich,,,jason.speich@lpl.com,,Other
10827445,Inactive Investor,William Vincent,Shareholder;Vice President,Causey Demgen & Moore P.C.,wvincent@cdmcpa.com,,Salesforce
11083105,Inactive Investor,Tatem Ruiz,,"Ameritas Investment Company, LLC Mandeville LA 2156 3rd St",truiz@ameritas.com,,Salesforce
191275,,John Corbett,,United States,bcorbett@bardstowncable.net,,
11079192,Inactive Investor,Mark Howard,Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",mark.howard@raymondjames.com,,Salesforce
11044751,Inactive Investor,Thomas Henderson,,State Farm VP Management Corp. Effingham IL 122 E Section Ave,,,Salesforce
10923959,Inactive Investor,Lisa Roberts,,Cetera Advisor Networks LLC Eastham MA Private Residence,lisa.roberts@ceterawealth.com,,Salesforce
10961693,Inactive Investor,Yan Lee,Associate Private Client Advisor,Key Investment Services LLC Redmond WA 16401 Redmond Way,yan.lee@key.com,,Salesforce
11063011,Inactive Investor,Jonathan Gardner,Financial Advisor,"Diamond Wealth Management, LLC",jonathan@diamondwealthmgt.com,,Salesforce
146310,,Robert Shaftel,,[Unknown],rob.shaftel@gmail.com,323 605 9698,
9633250,,STEPHEN RAPHAEL,,,stephenraphael@me.com,,List import
10975058,Inactive Investor,William Kellerman,,"Allstate Financial Services, LLC Marietta GA 3417 Canton Rd",williamkellerman@allstate.com,,Salesforce
10613552,,Alexander Kohn,"Financial Advisor, Senior Vice President - Wealth Management",,alexander.kohn@ubs.com,,List Import
10797598,Inactive Investor,Robert Castiglione,Member;Partner,"WNY Asset Management, LLC",rcastiglione@wnyasset.com,,Salesforce
217093,,Russell Hales,,[Unknown],russell.hales.rh@gmail.com,,source
11208104,Inactive Investor,Kelly Freschi,,"Allstate Financial Services, LLC La Salle IL 300 Bucklin St",kfreschi@allstate.com,,Salesforce
11142841,Inactive Investor,Robert Kerschbaum,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kalamazoo MI 433 E Michigan Ave",robert.b.kerschbaum@ampf.com,,Salesforce
9628226,,Cortnie Deakyne,,,cortnie@cypressws.com,,List import
10952970,Inactive Investor,Colin Monteith,,Morgan Stanley Houston TX 845 Texas St,,,Salesforce
9597581,,David O'Connor,"Chief Compliance Officer, Managing Director, Managing Member, President",Waterford Capital Investment Advisory Services LLC,david@waterfordcapital.com,,List import
9592065,,Brandon Hollingsworth,,,brandonhollingsworth4@gmail.com,,List import
11050825,Inactive Investor,Brando Reyna,Chief Investment Officer,Novare Capital Management,breyna@novarecapital.com,,Salesforce
9616336,,Mangesh Kulkarni,,,93mangesh@gmail.com,,List import
10797107,Inactive Investor,Michael Ruhland,Financial Advisor,"Ameriprise Financial Services, LLC Le Mars IA 129 Central Ave SW",michael.k.ruhland@ampf.com,,Salesforce
11194607,Inactive Investor,Peyton Brown,,Mutual of America Securities LLC Overland Park KS 7300 College Blvd,peyton.brown@mutualofamerica.com,,Salesforce
11078122,Inactive Investor,Emily Hicks,,"Principal Securities, Inc. Elk Grove CA 9245 Laguna Springs Dr",hicks.emily@principal.com,,Salesforce
9633767,,Ronny Chazanovsky,,,rchazanovsky@gmail.com,,List import
11104976,Inactive Investor,Bruce Dillard,Complex Director,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,bruce.dillard@ubs.com,,Salesforce
9589903,,Sanela Hot,,,sanelahot77@gmail.com,,List import
9596164,,Brian Matthews,,,bmatthews@payden.com,,List import
233726,, -,,[[Unknown]],cryptoasaya@gmail.com,,
11207382,Inactive Investor,Leah Ford,,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,leah.sherman@ubs.com,,Salesforce
9577897,,kliu@cgf.com Liu,,,kliu@cgf.com,,List import
10800935,Inactive Investor,David Knox,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",david.knox@nm.com,,Salesforce
10781869,Inactive Investor,Talli Holmes,,Vanguard Marketing Corporation,talli_sperry@vanguard.com,,Salesforce
10959120,Inactive Investor,Keionte Ramsey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10853282,Inactive Investor,Gerald Seigel,,Aegis Capital Corp. Sarasota FL 3400 S Tamiami Trl,,,Salesforce
10805928,Inactive Investor,Don Damron,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,ddamron@ft.newyorklife.com,,Salesforce
27694,,Charles Pyo,,Chain Partners Inc.,charlespyo@gmail.com,8.21032E+11,Database Upload
9610179,,Shyam Patel,,,shyam.patel@capgemini.com,,List import
11182081,Inactive Investor,James Clifford,Investment Advisor Representative,"Royal Fund Management, LLC Brewer ME 165 State St",jclifford@royalfundmanagement.com,,Salesforce
10893322,Inactive Investor,Alejandro De Leon,,LPL Financial LLC Corpus Christi TX 802 N Carancahua St,alejandro.de-leon@lpl.com,,Salesforce
11015804,Inactive Investor,Anthony Delauney,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 5420 Wade Park Blvd",anthony.c.delauney@ampf.com,,Salesforce
9593440,,Ellis Situe,,,ellis.s@levacaregroup.com,,List import
11187824,Inactive Investor,Jeffrey Danziger,Financial Advisor,Edward Jones Columbus OH 445 Hutchinson Ave,jeff.danziger@edwardjones.com,,Salesforce
11017206,Inactive Investor,Lindsey Wilson,,"Raymond James Financial Services, Inc. Frisco TX 2601 Network Blvd",lindsey.wilson@raymondjames.com,,Salesforce
9585073,,Shawn Morgan,,,smorgan@carystreetpartners.com,,List import
10818032,Inactive Investor,Haleh Krauter,,State Farm VP Management Corp. Indianapolis IN 11204 Fall Creek Rd,,,Salesforce
11174254,Inactive Investor,Jassica Dimitri,,J.P. Morgan Securities LLC North Ridgeville OH 34385 Center Ridge Rd,jassica.dimitri@jpmorgan.com,,Salesforce
11088345,Inactive Investor,Jacob Liggett,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10860899,Inactive Investor,James Berry,,"OneAmerica Securities, Inc. Knoxville TN 7039 Maynardville Pike",,,Salesforce
11234657,Inactive Investor,Jonathan Shah,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11149584,Inactive Investor,Nadera Sander,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",nadera.bensouda@schwab.com,,Salesforce
10848641,Inactive Investor,Stephen Compos,,"Coordinated Capital Securities, Inc. Bethlehem PA 1806 Apple Tree Ln",,,Salesforce
10829910,Inactive Investor,David Morken,,"Raymond James Financial Services, Inc. Midway UT Private Residence",david.morken@raymondjames.com,,Salesforce
10869516,Inactive Investor,Christopher Lex,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",christopher.lex@valic.com,,Salesforce
11193528,Inactive Investor,Eldon Harris,Associate Vice President;Branch Manager;Financial Advisor,Morgan Stanley Kingston NY 91 N Front St,eldon.harris@morganstanley.com,,Salesforce
9638327,,Michael Coultrip,,,mcoultrip@samcera.org,,List import
11188269,Inactive Investor,Michael Karll,,"Osaic Wealth, Inc. Vista CA 122 Civic Center Dr",,,Salesforce
10839160,Inactive Investor,Danna Jarvis,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",djarvis@hightoweradvisors.com,,Salesforce
11021495,Inactive Investor,David Briones,,"U.S. Bancorp Investments, Inc. San Jose CA 1099 Lincoln Ave",,,Salesforce
240632,,Maxfield David,,PIMCO Investment Management,david.maxfield@pimco.com,,Event
10773195,Inactive Investor,Rosemarie Hajjar,,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,rosemarie.hajjar@ubs.com,,Salesforce
10912952,Inactive Investor,Gabriella Sheffield,Investment Advisor Representative,Northwest Asset Management San Diego CA Private Residence,gabriella.sheffield@nwasset.com,,Salesforce
11080708,Inactive Investor,Paul Helfman,,"Avantax Investment Services, Inc. Mission Viejo CA 25950 Acero",,,Salesforce
9548593,,Vaughn DiMarco,,,crpyto@vonalytics.com,,List import
10868902,Inactive Investor,Joseph Mitchell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",joseph.e.mitchell@ml.com,,Salesforce
10941479,Inactive Investor,Chase Davis,Wealth Management Specialist;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",chase.m.davis@ml.com,,Salesforce
11011589,Inactive Investor,Zeina Massoud,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,zmassoud@primerica.com,,Salesforce
10487064,,Kelly Rogers,"Banker, Executive Director",J.P. Morgan Securities LLC,kelly.c.rogers@jpmorgan.com,,List Import
9629307,,Toby Ye,,,yzx2002@gmail.com,,List import
9549800,,Fernando Eduardo Sanabria Ortiz,,,fsanort@gmail.com,,List import
11079953,Inactive Investor,Dwayne Burggraf,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11220080,,Kathryn Espinili,,,kathe@jdla-advisers.com,,Other
10988931,Inactive Investor,Anthony Ata,Financial Advisor,"Citizens Securities, Inc. North Reading MA 80 Main St",anthony.ata@citizenssecurities.com,,Salesforce
11149872,Inactive Investor,Maximo Centeno,,Cetera Investment Services LLC Clifton NJ 1055 Clifton Ave,,,Salesforce
10785371,Inactive Investor,Scott Mackall,Financial Advisor,"Ameriprise Financial Services, LLC Alpharetta GA 3655 Brookside Pkwy",scott.w.mackall@ampf.com,,Salesforce
9598541,,Tim Jost,,,tjost@buckinghamgroup.com,,List import
11103153,Inactive Investor,Ryan Flaming,Regional Vice President,PFS Investments Inc. Brighton CO 29 N Main St,ryan.flaming@primerica.com,,Salesforce
11144627,Inactive Investor,Melanie Fingleton,,Purshe Kaplan Sterling Investments Chico CA 1074 East Ave,mfingleton@pksinvest.com,,Salesforce
10965695,Inactive Investor,Charles Kim,,"Northwestern Mutual Investment Services, LLC Ellicott City MD 6011 University Blvd",charles.kim@nm.com,,Salesforce
10647803,,Li Liu,,,lliu@highlandsasset.com,,List Import
10814401,Inactive Investor,John Weinert,Vice President,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,jweinert@rwbaird.com,,Salesforce
10844822,Inactive Investor,Karl Schwartz,Principal;Regional Director;Senior Financial Advisor,"Team Hewins, LLC Boca Raton FL 2255 Glades Rd",kschwartz@hewinsfinancial.com,,Salesforce
10836974,Inactive Investor,Michael Mumford,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",michael_mumford@ml.com,,Salesforce
9540519,,Mona Sonnenshein,,Mona Sonnenshein,mona.sonnenshein@gmail.com,,3rd Party Lead Gen
10764907,Inactive Investor,Charles Derrick,Financial Representative;Investment Advisor,Park Avenue Securities LLC Annapolis MD 1831 Forest Dr,charles_l_derrick@glic.com,,Salesforce
10861954,Inactive Investor,Rodney Filasky,Financial Advisor,LPL Financial LLC Palm Beach Gardens FL 800 Village Square Xing,rod.filasky@lpl.com,,Salesforce
9587985,,John Ward,,,j.ward@bridgeig.com,,List import
11170184,Inactive Investor,Megan Costello,Financial Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,megan.costello@morganstanley.com,,Salesforce
11099271,Inactive Investor,David Vessella,,"Equity Services, Inc. Warwick RI 875 Centerville Rd",dvessella@nationallife.com,,Salesforce
10922239,Inactive Investor,Paul Fritch,Chief Compliance Officer;Principal,Paul Edward Fritch CPA,,,Salesforce
9647867,,Zachary Bashaw,,,zachary.bashaw@natixis.com,,List import
11202361,Inactive Investor,Marshal Kitzberger,,PFS Investments Inc. Meridian ID 1530 W State St,mkitzberger@primerica.com,,Salesforce
10645469,,Franz Buerger,,,fbuerger@williamblair.com,,List Import
10772400,Inactive Investor,Barry Mendelsohn,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",barry_a_mendelsohn@ml.com,,Salesforce
10868196,Inactive Investor,Robert Marchesano,,"Truist Investment Services, Inc. Chesapeake VA 3113 Western Branch Blvd",robert.marchesano@truist.com,,Salesforce
10934925,Inactive Investor,Maria Herrera,,Creand Securities,,,Salesforce
10695766,,Andrew Petsche,,YCharts,apetsche@ycharts.com,,List Import
11208367,Inactive Investor,Matthew Kane,Partner;Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,matthew.kane@corient.com,,Salesforce
10834971,Inactive Investor,Richard Anderson,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,richard.anderson@lpl.com,,Salesforce
10930614,Inactive Investor,Ricardo Gonzalez,Chief Compliance Officer,Davivienda Advisors,ricardo.gonzalez@daviviendaadvisors.com,,Salesforce
11013548,Inactive Investor,Ricardo Soltero,,"Allstate Financial Services, LLC Sanger CA 612 N St",ricardosoltero@allstate.com,,Salesforce
10931650,Inactive Investor,Paul Varesio,,"Madison Avenue Securities, LLC",pvaresio@mas-bd.com,,Salesforce
9637912,,Edward Mikolay,,,emikolay@mersofmich.com,,List import
9600022,,David Spano,,,dspano@annexadvisors.com,,List import
11193003,Inactive Investor,Robert Scrivens,Financial Advisor,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",rscrivens@financialguide.com,,Salesforce
11202111,Inactive Investor,Randolph Martinez,,LPL Financial LLC Dubuque IA 700 Locust St,randolph.martinez@lpl.com,,Salesforce
10778908,Inactive Investor,Honora Domines,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",honora.domines@wellsfargoadvisors.com,,Salesforce
9596287,,Thomas Harrington,,,tkh@ham-inc.com,,List import
9544825,,Sam Garza,,,sam.garza@doubleline.com,,List import
10922090,Inactive Investor,Lauren Hall,Wealth Strategy Associate,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,lauren.hall@ubs.com,,Salesforce
233456,,Rom stol -,,Rom stol [[Unknown]],bodyb99999@gmail.com,,Direct
10952708,Inactive Investor,Abraham Garcia,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",abraham.garcia@schwab.com,,Salesforce
10845915,Inactive Investor,Eric Saling,Chief Executive Officer;Executive Director;Manager;Regulatory Contact;Relationship Manager;Senior Wealth Advisor,Saling Wealth Advisors,eric@salingadvisors.com,,Salesforce
11212211,Inactive Investor,Ashly Cuzco,,J.P. Morgan Securities LLC Riverhead NY 7 W Main St,ashly.cuzco@jpmorgan.com,,Salesforce
11205141,Inactive Investor,Coley Cassidy,Advisor;Senior Vice President,Rockefeller Financial LLC Aspen CO Private Residence,ccassidy@rockco.com,,Salesforce
248820,,Corey Blackmon,CEO,Minwealth,minwealthga@gmail.com,,Manual List Upload
3997362,,Nils Schulz,,,schulz@subs.getmatter.com,,Web Form Fillout
11117381,Inactive Investor,Louis Margro,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,lmargro@ft.newyorklife.com,,Salesforce
11201576,Inactive Investor,Ryan Dunlap,Chief Executive Officer;Financial Advisor;Managing Member;President,"WealthBridge Capital Management, LLC",ryan.dunlap@wealthbridgecm.com,,Salesforce
10970534,Inactive Investor,Kevin Roland,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10657850,,Robert Sarazen,,,robert.sarazen@gs.com,,List Import
10883771,Inactive Investor,Erik Johnson,,Cetera Investment Services LLC Orlando FL 111 N Orange Ave,,,Salesforce
11187564,Inactive Investor,Sallie Doty,,"Raymond James Financial Services, Inc. Pierre SD 208 W Capitol Ave",sallie.doty@raymondjames.com,,Salesforce
11033415,Inactive Investor,John Hanselman,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Saint Paul MN 2355 Hwy 36 W",jhanselman@kingsview.com,,Salesforce
343422,,Alicia Kettleson,Service Manager,Bridges Investment Management Inc,akettleson@bridgesinv.com,402-397-4700,Manual List Upload
11025156,Inactive Investor,Carlos Solorzano,,"Northwestern Mutual Investment Services, LLC North Miami Beach FL 3323 NE 163rd St",,,Salesforce
9617626,,Jeffrey Attwood,,,jeffrey.attwood.hmtz@statefarm.com,,List import
148335,,Denys Kastin,,[Unknown],denyskastin@protonmail.com,,Organic Search
9603698,,Scott Cross,,,scross@hbkswealth.com,,List import
11151459,Inactive Investor,Mai Le,,"Osaic Wealth, Inc. San Jose CA 4950 Hamilton Ave",,,Salesforce
10778975,Inactive Investor,Tracy Collins,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,tracy.collins@ubs.com,,Salesforce
10939894,Inactive Investor,Brinton Parker,Manager - Training and Development,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",brinton.parker@prudential.com,,Salesforce
234195,, -,,[[Unknown]],47639042@qq.com,,
11037269,Inactive Investor,Jason Tran,,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,,,Salesforce
10903313,Inactive Investor,Ziama Harmon,,Park Avenue Securities LLC New York NY 355 Lexington Ave,,,Salesforce
23705,,Elizabeth Betten,Managing Director,Madison Dearborn Partners,ebetten@mdcp.com,1-312-895-1000,Manual List Upload
11191075,Inactive Investor,Francis Ross,,LPL Financial LLC Lake Jackson TX 207 That Way St,francis.ross@lpl.com,,Salesforce
229263,, -,,[[Unknown]],korolevu@yahoo.com,,Content
342264,,Adam Shaffer,Associate,Centerfield Capital Partners,adam@centerfieldcapital.com,317-237-2323,Manual List Upload
11160282,Inactive Investor,Laura Hussey,Branch Manager;Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Ferndale CA 600 Main St",husseyla@stifel.com,,Salesforce
9575373,,Jonathan Markos,,,jmarkos@massmutual.com,,List import
11004070,Inactive Investor,Saeda Turk,,"Farmers Financial Solutions, LLC Lake Forest CA 22481 El Toro Rd",sturk@farmersagent.com,,Salesforce
39392,,Roger Rachul,Financial Consultant,Thrivent Investment Management Inc.,roger.rachul@thrivent.com,440-455-9692,
10764735,Inactive Investor,Lori Teckmeyer,Owner,"Teckmeyer Financial Services, L.L.C.",,,Salesforce
11032464,Inactive Investor,Patricia Caprarese,,"United Brokerage Services, Inc Wheeling WV 21 12th St",pcaprarese@united-brokerage.com,,Salesforce
11146329,Inactive Investor,Grant Goodwin,,"Independent Advisor Alliance, LLC Charlotte NC 4777 Sharon Rd",grant@independentadvisoralliance.com,,Salesforce
10898162,Inactive Investor,Gary Townshend,Financial Professional,LPL Financial LLC Ada MI 979 Spaulding Ave SE,gary.townshend@lpl.com,,Salesforce
232444,, -,,[Unknown],dpg4ck@yahoo.com,,
10814363,Inactive Investor,Carole Simonetti,Shareholder,"IFC Personal Money Managers, Inc.",,,Salesforce
10952743,Inactive Investor,Phillip Degolian,Private Banker;Vice President,Citigroup Global Markets Inc. Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
236962,, -,,[[Unknown]],gillesbourgeois1@yahoo.fr,,
10757350,Inactive Investor,James Curry,Member,Consolidated Financial,jcurry@investconsolidated.com,,Salesforce
11118244,Inactive Investor,Michael Timchula,Senior Client Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",cyrus.timchula@rbc.com,,Salesforce
10805455,Inactive Investor,Jennifer Bodnar,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,jennifer.bodnar@opco.com,,Salesforce
10966917,Inactive Investor,Alexander Gelbert,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Sarasota FL 8340 Bee Ridge Rd,alexander.c.gelbert@jpmorgan.com,,Salesforce
10916571,Inactive Investor,Damien Morales,,"B.B. Graham & Company, Inc. Honolulu HI Private Residence",,,Salesforce
11086530,Inactive Investor,David Eder,Financial Advisor,Edward Jones Stayton OR 318 N 3rd Ave,david.eder@edwardjones.com,,Salesforce
11183508,Inactive Investor,Ray Hickman,Chief Compliance Officer;Owner,"Hickman Financial, LLC",,,Salesforce
11260746,Inactive Investor,Justice Vivero-Cain,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
11095462,Inactive Investor,Jennifer Donoghue,Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",,,Salesforce
11106311,Inactive Investor,Spencer Adkisson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 1934 Old Gallows Rd",spencer.adkisson@ml.com,,Salesforce
221014,,Saleman Batista da Costa,,[Unknown],salemanbatistadacosta@gmail.com,,Direct
9557560,,Eric Passeri,,,epasseri@trinitypointwealth.com,,List import
11204863,Inactive Investor,Vicki Rios,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",vicki.a.rios@ml.com,,Salesforce
10761525,Inactive Investor,James Yameen,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",james.w.yameen@wellsfargoadvisors.com,,Salesforce
9547171,,Adrian Corder,"Investment Advisor, Investment Counselor",Fisher Investments,a.corder@fi.com,,List import
10926246,Inactive Investor,Steven Fishman,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,,,Salesforce
7908144,,Bobby Greene,,,bobby@rgreenecapital.com,,Web Form Fillout
9560454,,Luke Winters,,,lukewinters82@yahoo.com,,List import
11012980,Inactive Investor,David Devantier,Financial Advisor,Commonwealth Financial Network Dundee MI 326 Tecumseh St,ddevantier@commonwealth.com,,Salesforce
10907519,Inactive Investor,Hanna Price,Chief Compliance Officer;Financial Planner;Partner,"Seven Hills Financial, LLC",hanna@sevenhillsfinancial.com,,Salesforce
10862159,Inactive Investor,Erin Cook,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10998457,Inactive Investor,Ryan Howard,Financial Services Representative,Key Investment Services LLC Vernon Rockville CT 348 Hartford Tpke,rhoward@financialguide.com,,Salesforce
10873487,Inactive Investor,Michael Delmonico,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",michael.delmonico@tfaconnect.com,,Salesforce
10647509,,Michael Sabre,,,michael.sabre@princetonfundadvisors.com,,List import
11168868,Inactive Investor,Thomas O'Donnell,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",,,Salesforce
10869572,Inactive Investor,Robert Deangelis,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,robert.deangelis@fidelity.com,,Salesforce
9643915,,Xushaoqiang -,,,xsqme2@gmail.com,,List import
11180586,Inactive Investor,Scott Sterrett,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",scott.sterrett@truist.com,,Salesforce
179829,,karel tempelaar,,[Unknown],karel_72@yahoo.com,,
9615340,,M p,,,maria@polymine.co,,List import
10877670,Inactive Investor,Dwight Mathis,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10803415,Inactive Investor,Mark Zimmerman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Quinta CA Private Residence",mark_a_zimmerman@ml.com,,Salesforce
11102152,Inactive Investor,Javier Bustamante,Regional Vice President,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,javier.bustamante@primerica.com,,Salesforce
11053596,Inactive Investor,Eric Riedesel,Investment Advisor,Commonwealth Financial Network Lodi WI 160 S Main St,eriedesel@commonwealth.com,,Salesforce
10981971,Inactive Investor,Valerie Hinojosa,Financial Advisor,Edward Jones Lubbock TX 6102 Chicago Ave,valerie.hinojosa@edwardjones.com,,Salesforce
10768608,Inactive Investor,Fowler Hatley,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,fowler.hatley@ubs.com,,Salesforce
10777742,Inactive Investor,James Foehr,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,james.foehr@ubs.com,,Salesforce
10812602,Inactive Investor,Frances Beiro,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",frances.beiro@bofa.com,,Salesforce
153427,,Davy Zha,,[Unknown],zx174425@yahoo.com,,Organic Search
10982563,Inactive Investor,Brandon Fernandes,,"Osaic Wealth, Inc. Manhasset NY 1615 Northern Blvd.",,,Salesforce
11223006,,Gregory Baum,,,gbaum@investrust.com,,List Import
11097401,Inactive Investor,Ashley Jackson,,LPL Financial LLC Rochelle IL 340 May Mart Dr,ashley.hoelzer@lpl.com,,Salesforce
217117,,Matthew Quinnell,,[Unknown],matthew.quinnell@gmail.com,,Direct
10916899,Inactive Investor,John Campbell,,"International Money Management Group, Inc.",jcampbell@immgki.com,,Salesforce
10924133,Inactive Investor,Lucas Mayer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Alpharetta GA 2845 Old Milton Pkwy",luke.mayer@schwab.com,,Salesforce
11209821,Inactive Investor,Brian Nixon,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11217827,,Camilo Medina,,,camilo.medina@jpmorgan.com,,List Import
10944892,Inactive Investor,Matthew Gambescia,Advisory Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,matthew.gambescia@lpl.com,,Salesforce
11116976,Inactive Investor,Michelle Wolf,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",michelle.wolf@prudential.com,,Salesforce
10788572,Inactive Investor,Lindsay Michalski,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 4211 Dover Rd",lindsay.michalski@wfafinet.com,,Salesforce
10842909,Inactive Investor,Robert Dwyer,Chief Investment Officer;Portfolio Manager,Chancellor Financial Group Wb LP,robert@chancellorfinancialgroup.com,,Salesforce
11132863,Inactive Investor,Becky Kostad,,"Grove Point Investments, LLC Kenmare ND 320 N Central Ave",bkostad@hbeckinc.com,,Salesforce
10473071,,Sean Ryan,,,seanryan12345@gmail.com,,Web Form Fillout
9600019,,Dustin Landau,,,dustin.landau@thinkingbeyond.com,,List import
11045897,Inactive Investor,Chuyang Guan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,chuyang.guan@fidelity.com,,Salesforce
10983034,Inactive Investor,Alexia Ciontea,Assistant Financial Representative,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",alexia.r.ciontea@nm.com,,Salesforce
11179132,Inactive Investor,Dale Mullin,,"Equity Services, Inc. Queensbury NY 333 Aviation Rd",mullin_dale@nlvmail.com,,Salesforce
10648436,,Derek Cook,,,derek.cook@fidelity.com,,List Import
9646558,,habib mahmodi,,,habibmahmodi@gmail.com,,List import
10771874,Inactive Investor,Arika Johnson,Group Vice President,Thrivent Investment Management Inc.,arika.johnson@thrivent.com,,Salesforce
11047676,Inactive Investor,Adam Straseske,Compliance Delegate;Compliance Director;Regulatory Contact,"Strategic Financial Concepts, LLC San Antonio TX 901 NE Loop 410",astraseske@tnfa.net,,Salesforce
11022614,Inactive Investor,Johnny Chacon,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Lincoln NE 100 N 56th St",johnny.chacon@usbank.com,,Salesforce
10979124,Inactive Investor,Katherine Safranek,,The Huntington Investment Company Garrettsville OH 10787 North St,kathy.a.taylor@huntington.com,,Salesforce
11202907,Inactive Investor,Kenneth Mason,Member;Senior Financial Planner;Senior Vice President;Vice President,"Mason & Associates, LLC",kenneth@masonllc.net,,Salesforce
11093400,Inactive Investor,Shannon Taylor,,"CUSO Financial Services, L.P. Kyle TX 5401 S FM 1626",,,Salesforce
10865399,Inactive Investor,Ronald Bergstrom,,State Farm VP Management Corp. Minneapolis MN 11413 Hanson Blvd NW,,,Salesforce
10976090,Inactive Investor,Kenton Cottrell,,Cetera Advisor Networks LLC Newburgh IN 8988 Ruffian Ln,,,Salesforce
11073154,Inactive Investor,David Neal,Principal;Senior Wealth Management Advisor,Tealwood Asset Management,dneal@tealwood.com,,Salesforce
10931832,Inactive Investor,Jeremy Walter,Chief Compliance Officer;Founder;President,"Fident Financial, LLC",,,Salesforce
9639707,,Hans Schwab,,,hans.schwab@skynet.be,,List import
5562473,,Rickey Mahomes,,,rickjamez501@gmail.com,,Web Form Fillout
10875240,Inactive Investor,Stephen McNaughton,Chief Executive Officer;Co-Founder,"Rede Wealth, LLC",steve@redewealth.com,,Salesforce
10978542,Inactive Investor,Justin Hoffman,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",justin.hoffman@empower.com,,Salesforce
10957743,Inactive Investor,Timothy Smisek,Financial Advisor,Fortress Wealth Group Orlando FL 608 E Central Blvd,tim@fortresswealthgroup.com,,Salesforce
11144196,Inactive Investor,Emmanuel Martinez,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10988207,Inactive Investor,Sarah Szabo,,NYLIFE Securities LLC Wakefield RI 254 Robinson St,sszabo@ft.newyorklife.com,,Salesforce
9586910,,Todd Macke,,,todd@mackefinancial.com,,List import
11010249,Inactive Investor,Rey Pagaduan,,"Transamerica Financial Advisors, Inc Las Vegas NV 7390 W Sahara Ave",rey.pagaduan@tfaconnect.com,,Salesforce
346676,,Steve Clegg,Cfo,Cherokee & Walker Management,steve@cherokeeandwalker.com,801-278-7800,Manual List Upload
11002734,Inactive Investor,Analyn Megison,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,amegison@ft.newyorklife.com,,Salesforce
9543366,,benny abri,,,benny.abrishamchi@gmail.com,,List import
10980805,Inactive Investor,Nathan Grannemann,,Commonwealth Financial Network Friendswood TX 1550 W Bay Area Blvd,ngrannemann@commonwealth.com,,Salesforce
10843429,Inactive Investor,Christopher Szymanski,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",chris.szymanski@raymondjames.com,,Salesforce
9552825,,Michael De Nevi,,,mdenevi@hightoweradvisors.com,,List import
10925868,Inactive Investor,Zachary Popovec,Senior Financial Advisor,LPL Financial LLC,zachary.popovec@lpl.com,,Salesforce
575,,,,,westfrancis940@yahoo.com.hk,,
228558,, -,,[[Unknown]],kevin@3ther.net,,
10836607,Inactive Investor,Randall Wimsatt,,Cetera Advisor Networks LLC Farmington NM 2460 E 20th St,randall.wimsatt@ceterawealth.com,,Salesforce
10862542,Inactive Investor,Terry Gravely,Financial Planning Director;Vice President,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
10872597,Inactive Investor,Richard Disberger,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",richard.disberger@valic.com,,Salesforce
10924647,Inactive Investor,Florence Erazo,,"Wells Fargo Clearing Services, LLC Hermosa Beach CA 1501 Pacific Coast Hwy",florence.erazo@wfadvisors.com,,Salesforce
117397,,Matthew Neri,Financial Planner,"The Ayco Company, L.P.",mneri@ayco.com,518-640-5000,
10947644,Inactive Investor,David Toro,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10990164,Inactive Investor,Stephen Paavola,Financial Advisor,Edward Jones Mooresville NC 975 N Main St,stephen.paavola@edwardjones.com,,Salesforce
9621045,,CHLOE ETHERIDGE,,,kle23872@cuoly.com,,List import
10817707,Inactive Investor,Mai Vu,Investment Advisor Representative,LPL Financial LLC Manhattan Beach CA 1144 N Ardmore Ave,mai.vu@lpl.com,,Salesforce
11108678,Inactive Investor,Monica Marrara,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,monica.marrara@fidelity.com,,Salesforce
10871643,Inactive Investor,Doyle Webb,Financial Advisor,Edward Jones Frankenmuth MI 159 S Main St,doyle.webb@edwardjones.com,,Salesforce
11217078,,Dorothy Flanagan,,,dorothy.flanagan@nb.com,,Other
9612333,,Shuo Chang,,,changshuo1992@gmail.com,,List import
10871147,Inactive Investor,Jonathan Godfrey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jonathan.godfrey@fidelity.com,,Salesforce
5395555,,GERITO FERAN,,,nokyitlztuzxq@karenkey.com,,Web Form Fillout
11038611,Inactive Investor,Thomas Moore,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11165220,Inactive Investor,Brittany Miller,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",brittany.m.miller@ml.com,,Salesforce
11083827,Inactive Investor,Michael Miller,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",michael_e_miller@ml.com,,Salesforce
10661577,,Sean McCarthy,,,smccarthy@shorehillcapital.com,,List Import
11172885,Inactive Investor,Scott Bauchmoyer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",scott.bauchmoyer@ml.com,,Salesforce
10617667,,Guangning Weng,,,guangning.weng@tfaconnect.com,,List Import
11203811,Inactive Investor,Luke Harl,,"Midwestern Securities Trading Company, LLC Fairfield IL 220 E Main St",,,Salesforce
10793746,Inactive Investor,Peter Demarco,Financial Advisor;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,peter.demarco@morganstanley.com,,Salesforce
11229737,Inactive Investor,Cole Fossenbarger,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",cole.fossenbarger@nm.com,,Salesforce
169762,,David Moore,,[Unknown],davidmoore7676@gmail.com,,
10750635,Inactive Investor,Andy Santana,,Oriental Financial Services LLC,,,Salesforce
11168908,Inactive Investor,Andrew Mayer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",andrew_j_mayer@ml.com,,Salesforce
11174530,Inactive Investor,Paul Morse,Financial Advisor,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,p.morse@lpl.com,,Salesforce
11230040,Inactive Investor,Paul Rhyne,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",,,Salesforce
10974988,Inactive Investor,David Culp,,"Cambridge Investment Research, Inc. Rocklin CA 2210 Plaza Dr",,,Salesforce
11187288,Inactive Investor,John Dubois,,"The Leaders Group, Inc. Steubenville OH 225 Franciscan Sq",,,Salesforce
9647843,,Jeff Weidman,,,jweidman@mts.net,,List import
10929999,Inactive Investor,Brandon Riso,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brandon.riso@fidelity.com,,Salesforce
225832,,kai -,,[[Unknown]],kchay2009@gmail.com,,Initial Salesforce Import
10902903,Inactive Investor,Andrew Reisfield,Wealth Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
9561630,,Meizhen Chen,,,meizhen.chen@transamerica.com,,List import
11011889,Inactive Investor,Jason Lloyd,Chief Financial Officer;Executive Vice President,"Marsico Capital Management, LLC",,,Salesforce
11226794,Inactive Investor,Sergio Duenas,,Lido,sduenas@lidoadvisors.com,310-278-8232,Salesforce
349059,,Swati Bairathi,Chief Product Officer,55ip,sbairathi@55-ip.com,617-960-9559,Manual List Upload
11162188,Inactive Investor,James Galloway,Client Advisor;Director,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",jim.galloway@alex-brown.com,,Salesforce
11209035,Inactive Investor,Matthew Ramirez,,"Farmers Financial Solutions, LLC Edmond OK 501 E 15th St",,,Salesforce
10678209,,Ulfata Guteta,,,lataguteta@gmail.com,,Web Form Fillout
10795629,Inactive Investor,Daniel Shuler,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,daniel.shuler@morganstanley.com,,Salesforce
9601207,,Yang Zhang,,,zy83915@hotmail.com,,List import
9639063,,April Lu,,,alu@cba.com.au,,List import
10922252,Inactive Investor,Amy Andrews,Financial Advisor,Thrivent Investment Management Inc. Tempe AZ 430 W Warner Rd,amy.andrews@thrivent.com,,Salesforce
10919233,Inactive Investor,Derek Ehman,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",,,Salesforce
10876035,Inactive Investor,Erin Vogel,,J.P. Morgan Securities LLC Dublin OH 6271 Perimeter Dr,erin.l.conley@jpmorgan.com,,Salesforce
8480488,,David Sonn,,Hyperion,sonndavi@gmail.com,(613) 777-3440,List import
10753048,Inactive Investor,Kalee Olson,Senior Client Associate,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,kalee.olson@ubs.com,,Salesforce
10494165,,Jennica Ross,Head of US ETF Sales & Portfolio Trading,Sig,jennica.ross@sig.com,,List Import
10776576,Inactive Investor,Mark Stanza,First Vice President,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",stanzam@stifel.com,,Salesforce
10612293,,Andrew Wolff,"Director, Financial Advisor",,andrew.wolff@opco.com,,List Import
5020144,,bokilo fino,,,gqenpamzhkn@karenkey.com,,Web Form Fillout
11043704,Inactive Investor,Ashraf Abutouq,,J.P. Morgan Securities LLC Bethesda MD 4749 Bethesda Ave,ashraf.abutouq@chase.com,,Salesforce
9558806,,Daniel Seever,,,daniel@bulwarkpest.com,,List import
9618759,,James Green,,,jgreen@rosettacm.com,,List import
11185533,Inactive Investor,Daniel Baker,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11021322,Inactive Investor,Jiaxiang Yu,,"Univest Securities, LLC",,,Salesforce
11005972,Inactive Investor,Irina Besstchetnaya,,"MML Investors Services, LLC Las Vegas NV Private Residence",,,Salesforce
10832510,Inactive Investor,Javier Piquero,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",javier.l.piquero@ampf.com,,Salesforce
11194589,Inactive Investor,Timothy Franklin,,"CFD Investments, Inc. Urbana IL 1606 Willow View Rd",tim.franklin@cfdinvestments.com,,Salesforce
9618686,,Ivan Liljeqvist,,,ivan@ivanontech.com,,List import
11229731,Inactive Investor,Terry Byrd,Associate Director - Supervision,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",terry.j.byrd@nm.com,,Salesforce
10803942,Inactive Investor,Darian Andreson,Chief Executive Officer;President,"Senior Tax Advisory Group, Inc.",darian@springstax.com,,Salesforce
11194196,Inactive Investor,Zachary Visco,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",zachary.visco@morganstanley.com,,Salesforce
8480423,,Tony Corrao,,CPS Investment Advisors,tony@cpsinvest.com,,List Import
9555066,,Hille Domingue,,,hille@billeaudcapital.com,,List import
11210086,Inactive Investor,Jody Balmer,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
10913171,Inactive Investor,Juan Galaviz,Wealth Management Advisor,Citigroup Global Markets Inc. Northbrook IL 1825 Lake Cook Rd,juan.galaviz@citi.com,,Salesforce
10985519,Inactive Investor,Peter Hanrahan,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",,,Salesforce
11162497,Inactive Investor,Gregory Chapin,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",gregory.chapin@stifel.com,,Salesforce
9577742,,Tyler Hicks,,,tohicks@ftbadvisors.com,,List import
11164506,Inactive Investor,Angela Yasharel,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",angela.yasharel@bofa.com,,Salesforce
11158801,Inactive Investor,Randall Siegele,,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,randall.w.siegele@jpmorgan.com,,Salesforce
9603591,,John Carlson,,,solent@protonmail.com,,List import
10797099,Inactive Investor,Joseph Tavernite,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",joseph.tavernite@nm.com,,Salesforce
9585751,,Randy Thurman,,,randy@wealthtrac.com,,List import
9644745,,Hart Lambur,,,hart@umaproject.org,,List import
10777339,Inactive Investor,Daniel Schwartz,Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,daniel.schwartz@ubs.com,,Salesforce
11043483,Inactive Investor,Maya Katzman,,"Osaic FA, Inc. Plano TX 500 N Central Expy",maya.katzman@lfg.com,,Salesforce
10612902,,Andre Beckles,Financial Advisor,,andre.beckles@lpl.com,,List Import
11091351,Inactive Investor,Lisa Ruela,Senior Client Service Associate,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,lisa.ruela@ubs.com,,Salesforce
10932405,Inactive Investor,Matthew Metzger,,Cetera Advisor Networks LLC Lima OH 1337 N Cable Rd,matthew.metzger@ceterawealth.com,,Salesforce
11129018,Inactive Investor,Jenny Leach,,"Manning & Napier Investor Services, Inc.",jleach@manning-napier.com,,Salesforce
9466710,,Theodore Bodine,,Theodore Bodine,ted.bodine@gmail.com,,List Import
10798744,Inactive Investor,Gregory Meyer,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Chicago IL 233 S Wacker Dr,gregory.meyer@morganstanley.com,,Salesforce
11043258,Inactive Investor,Christopher Dentinger,,"First Command Brokerage Services, Inc. Austin TX 7719 Wood Hollow Dr",cwdentinger@firstcommand.com,,Salesforce
10774998,Inactive Investor,Lourdez Cortez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",lourdez_cortez@ml.com,,Salesforce
11107291,Inactive Investor,Matan Frenkel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,matan.m.frenkel@chase.com,,Salesforce
10886800,Inactive Investor,Mary Czysz,,"Raymond James Financial Services, Inc. Durham NC 2828 Pickett Rd",mary.czysz@raymondjames.com,,Salesforce
11144464,Inactive Investor,Evan Schulte,Assistant Vice President;Compliance Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
10788213,Inactive Investor,Dashan Hayhurst,Private Client Advisor,J.P. Morgan Securities LLC Loma Linda CA 25701 Barton Rd,dashan.v.hayhurst@jpmorgan.com,,Salesforce
10985405,Inactive Investor,Justin Stokes,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,justin.stokes.eckq@statefarm.com,,Salesforce
11137450,Inactive Investor,Blair Cornell,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,blair.cornell@ubs.com,,Salesforce
9586618,,Karen Brown,,,kbrown@kmsfinancial.com,,List import
339206,,Michael Shaul,"Secretary, Direct Owner","Telarray, Llc",mshaul@fsgim.com,901-531-7423,Manual List Upload
85691,,James Holland,,n/a,jimhol21@verizon.net,6096174638,
11104245,Inactive Investor,James Shoquist,Wealth Advisor,"Northwest Wealth Management, LLC Omaha NE 14320 Arbor St",,,Salesforce
10960933,Inactive Investor,John Cribb,Financial Advisor,Edward Jones Woodruff SC 116 N Main St,,,Salesforce
11192557,Inactive Investor,Ricky Chernok,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",rick.chernok@wellsfargoadvisors.com,,Salesforce
10789692,Inactive Investor,Irene Brackenridge,,PFS Investments Inc. Lihue HI 4210 Hanahao Pl,irene.brackenridge@primerica.com,,Salesforce
10804475,Inactive Investor,Cheryl Mara,Assistant Vice President;Director,Morgan Stanley Shrewsbury NJ 1030 Broad St,cheryl.a.mara@morganstanley.com,,Salesforce
345816,,Steven Katz,Partner,"Bbr Partners, Llc",skatz@bbrpartners.com,212-313-9870,Manual List Upload
10783455,Inactive Investor,Tina Vorgia,,Tocqueville Securities L.P.,tvorgia@tocqueville.com,,Salesforce
10986357,Inactive Investor,Suraj Gideon,Investment Consultant,"Charles Schwab & Co., Inc. Glen Allen VA 11108 W Broad St",,,Salesforce
10877084,Inactive Investor,Whitney Hastings,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",,,Salesforce
10909299,Inactive Investor,Philip Walden,,NYLIFE Securities LLC Scottsdale AZ Private Residence,pwalden@ft.newyorklife.com,,Salesforce
11108804,Inactive Investor,Mimi Dew,Founder;President,Dew Wealth Management,mimi@dewwealth.com,,Salesforce
10852261,Inactive Investor,David Wittenberg,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mankato MN 112 S Riverfront Dr",,,Salesforce
205116,,Albert Brock,,[Unknown],broc816@gmail.com,,Advertising
9542501,,Nguyen Vinh,,,kellyjayden869@gmail.com,,List import
11077875,Inactive Investor,Hector Vargas Rodriguez,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9640635,,jiang huahua,,,1096050644@qq.com,,List import
11105968,Inactive Investor,Todd Newell,Chief Compliance Officer;Investment Advisor Representative;Owner,"Miller Financial Group, LLC",todd@millerfinancial.biz,,Salesforce
11090848,Inactive Investor,Christian Tillotson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christian_tillotson@vanguard.com,,Salesforce
10957028,Inactive Investor,Jessica Tobel,Branch Office Administrator,Edward Jones Tacoma WA 6720 E Side Dr NE,,,Salesforce
10937602,Inactive Investor,Michele Bennington,,State Farm VP Management Corp.,michele.bennington.bo8i@statefarm.com,,Salesforce
10774827,Inactive Investor,Howard Lee,Managing Director;Operations;Trading,"Buckingham Strategic Partners, LLC",,,Salesforce
10823218,Inactive Investor,Scott Klein,Financial Consultant,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",,,Salesforce
9643120,,Roger Schreiner,,,rogerschreiner1@gmail.com,,List import
10903476,Inactive Investor,Andrew Weaver,Financial Advisor,Edward Jones Traverse City MI 125 S Park St,andrew.weaver2@edwardjones.com,,Salesforce
10901914,Inactive Investor,Kevin Patrick,Managing Member;Principal,Objective Advisors LLC,kevin@objectiveadvisorsllc.com,,Salesforce
11122995,Inactive Investor,Douglas Barhydt,,"FBL Marketing Services, LLC Albion IN 404 E Jefferson St",,,Salesforce
11146306,Inactive Investor,Gregory Schick,Board of Directors;Director - Wealth Management;Partner,"Aspiriant, LLC",,,Salesforce
11195012,Inactive Investor,Deborah Guyette,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9634531,,Art Dinkin,,,adinkin@dvfin.com,,List import
11126420,Inactive Investor,Shawn Murphy,,"Avantax Investment Services, Inc. Rocky Hill CT 35 Cold Spring Rd",,,Salesforce
11065568,Inactive Investor,Mark Reese,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,mark.reese.gkos@statefarm.com,,Salesforce
9559510,,Mariya Komartsova,,,mariya.komartsova@dfs.ny.gov,,List import
10988069,Inactive Investor,Lisa OConnor,,"Mutual Securities, Inc.",lisa.oconnor@mutualsecurities.com,,Salesforce
10942157,Inactive Investor,Anthony Mancino,,"The Leaders Group, Inc.",,,Salesforce
9638568,,Jonathon Giles,,,jonathan.giles@rathbones.com,,List import
9587177,,Kevin Charleston,,,kcharleston@loomissayles.com,,List import
10775939,Inactive Investor,Donald Ruggieri,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",donald.ruggieri@wellsfargoadvisors.com,,Salesforce
11109946,Inactive Investor,Oscar Ocana,,J.P. Morgan Securities LLC Visalia CA 5151 W Goshen Ave,oscar.ocana@jpmorgan.com,,Salesforce
10996226,Inactive Investor,Brian Tinay,,J.P. Morgan Securities LLC Berea OH 421 W Bagley Rd,brian.tinay@jpmorgan.com,,Salesforce
11017997,Inactive Investor,Adam Gimbel,Financial Advisor,Park Avenue Securities LLC Saint Louis MO 625 Maryville Centre Dr,adam.gimbel@glic.com,,Salesforce
9587849,,Miles Duncan,,,puravidainvestmentcapital@gmail.com,,List import
11108166,Inactive Investor,William Glaser,,Goldman Sachs & Co.,,,Salesforce
10855789,Inactive Investor,Louis Zone,,"Westminster Financial Securities, Inc.",lzone@westminsterfinancial.com,,Salesforce
11026574,Inactive Investor,Scott Goins,,State Farm VP Management Corp. Dubuque IA 3100 Cedar Crest Rdg,scott.goins.mdkt@statefarm.com,,Salesforce
9613158,,Michael MacMillan,,,mmacmillan@front-barnett.com,,List import
232344,,Seth Carrig -,,Seth Carrig [[Unknown]],seth.carrig@gmail.com,,
9577188,,Steve Lebens,,,steve@lebensadvisorygroup.com,,List import
11187051,Inactive Investor,William Kibler,,"FinTrust Brokerage Services, LLC Anderson SC 128 E Benson St",bkibler@fintrustadvisors.com,,Salesforce
9582664,,Larry Weinzapfel,,,larry@weinzapfel.com,,List import
11218711,,William Prentice,,,wprentice@cadaretgrant.com,,Other
11156480,Inactive Investor,Donna Wegmann,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",donna.wegmann@nm.com,,Salesforce
11044211,Inactive Investor,Mariusz Mscichowski,,HSBC Securities (USA) Inc.,,,Salesforce
233087,, -,,[[Unknown]],evartturkey@gmail.com,,Organic Search
10996995,Inactive Investor,Nicole Levermann,,"Wells Fargo Clearing Services, LLC San Antonio TX 14447 NW Military Hwy",,,Salesforce
11162092,Inactive Investor,Paul La Banc,,LPL Financial LLC Independence OH 4401 Rockside Rd,paul.la-banc@lpl.com,,Salesforce
10882053,Inactive Investor,Marci Bennitt,Financial Advisor,Edward Jones Toledo OH 4646 Nantuckett Dr,marci.bennitt@edwardjones.com,,Salesforce
11182585,Inactive Investor,Roger Ledebur,,State Farm VP Management Corp. Richardson TX 1415 State St,roger.ledebur.le18@statefarm.com,,Salesforce
10757139,Inactive Investor,Stephen Sherrod,,"Raymond James Financial Services, Inc. San Angelo TX 1420 Knickerbocker Rd",stephen.sherrod@raymondjames.com,,Salesforce
10661630,,Carlos Saez,,,carlos@theoperandgroup.com,,List Import
11045375,Inactive Investor,Jeffrey Nance,,"Osaic Wealth, Inc. Auburn AL 1859 Ogletree Rd",,,Salesforce
10818710,Inactive Investor,Johanna Kelleman,,J.P. Morgan Securities LLC Wooster OH 141 N Walnut St,johanna.l.kelleman@jpmorgan.com,,Salesforce
10832199,Inactive Investor,Nickolas Betta,,"Osaic Wealth, Inc. Chesterfield MO 432 Willow Weald Path",,,Salesforce
10787350,Inactive Investor,Tobias Martyn,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Honolulu HI 1099 Alakea St",,,Salesforce
10792621,Inactive Investor,Michele Reese,,"Raymond James Financial Services, Inc. Clearwater FL 2531 Landmark Dr",michele.reese@raymondjames.com,,Salesforce
10969232,Inactive Investor,Brett Croft,Senior Wealth Manager,Manchester Capital Management LLC Charlottesville VA 323 2nd St SE,bcroft@mcmllc.com,,Salesforce
244986,,Thomas Koetzner,Sales Director,RedBlack,thomas.koetzner@redblacksoftware.com,19175330870,Manual List Upload
11093825,Inactive Investor,Thomas Haislop,,"Hornor, Townsend & Kent, LLC Seneca SC Private Residence",thaislop@htk.com,,Salesforce
11156923,Inactive Investor,Michael Pocyntyluk,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",michael.pocyntyluk@equitable.com,,Salesforce
333367,,David Stephan,Assistant Vice President,"Hamilton Point Investment Advisors, Llc",dstephan@hamiltonpoint.com,919-636-3765,Manual List Upload
11183140,Inactive Investor,Rosemary Richard,Chief Compliance Officer,The Wealth Consulting Group,rrichard@wealthcg.com,,Salesforce
11223465,,Darius Mock,,,darius.mok@hotmail.com,,Web Form Fillout
10766218,Inactive Investor,Nicole Freites,Financial Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",nicole_freites@ml.com,,Salesforce
11053048,Inactive Investor,Amanda Minter,Registered Administrator,LPL Financial LLC Taylor TX Private Residence,amanda.minter@lpl.com,,Salesforce
9566964,,SANG MIN LEE,,,99822000@hanmail.net,,List import
10873440,Inactive Investor,Tanya Patzner,,State Farm VP Management Corp. Omaha NE 2835 S 132nd St,,,Salesforce
10797834,Inactive Investor,Graham Shullman,Investment Advisor,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",gshullman@financialguide.com,,Salesforce
10890675,Inactive Investor,Paul Vasquez Pulla,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9614475,,Palmer Zimmerman,,,caseyzimmerman@intrepiddrilling.com,,List import
10824133,Inactive Investor,James Hallam,,State Farm VP Management Corp. Lees Summit MO 1225 NE Douglas St,jim.hallam.g1d6@statefarm.com,,Salesforce
10823588,Inactive Investor,Monica Piepenkotter,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",monica_piepenkotter@ml.com,,Salesforce
204678,,Dalton Hawkins,,N/A,dhawkins0011@gmail.com,(727)465-8781,
239073,,Flavio SANTOS,,Brazil,flaviosussu@gmail.com,5.51E+12,Organic Search
221493,,Joshua Ogundiran,,[Unknown],jog6037@gmail.com,,Direct
11206090,Inactive Investor,Wendy York,Financial Consultant;Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Rockford IL 6801 Spring Creek Rd",wendy.york@wellsfargoadvisors.com,,Salesforce
10967199,Inactive Investor,Charles Shelton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11063184,Inactive Investor,Drew Harris,Partner,Shade Tree Partners LLC,dharris@shadetreeia.com,,Salesforce
11051509,Inactive Investor,Charles Atwill,Financial Advisor;Managing Member,"AFCG, LLC Richmond VA 7113 Three Chopt Rd",catwill@afcgllc.com,,Salesforce
75493,,Barbara Leon,,"Transamerica Financial Advisors, Inc",barbara.leon@transamerica.com,408-410-1878,
11051926,Inactive Investor,John Abbracciamento,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",john_a_abbracciamento@ml.com,,Salesforce
11016047,Inactive Investor,Jessica Liftman,,"RBC Capital Markets, LLC",,,Salesforce
341315,,Charles Jillings,Non-executive Director,Waverton Investment Management Limited,cjillings@johim.co.uk,004-420-74847496,Manual List Upload
373151,,Rick Dangelo,,[Unknown],rjdan1@yahoo.com,,source
11217360,,Grant Jones,,,grant.jones@citigroup.com,,Other
11172868,Inactive Investor,Jordan Tompkins,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",jordan.tompkins@ml.com,,Salesforce
48559,,Justin Spitler,,Certified Advisory Corp,justin@financialgroup.com,407-869-9800,
11225062,,Cherie Christmas,,,hamptonsmasterminds@gmail.com,,Web Form Fillout
10854213,Inactive Investor,Rebecca Nashleanas,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11119879,Inactive Investor,Pamela Poldiak,Co-Founder;Financial Planner;Member;Regulatory Contact,"Partners in Financial Planning, LLC",pam@partnersinfinancialplanning.com,,Salesforce
9588439,,Alexander Potenza,,,apotenza@skyviewfg.com,,List import
11065010,Inactive Investor,Heath Whetsel,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",heath.whetsel@ml.com,,Salesforce
336835,,Terry Tyler,Investment Adviser Representative,"Royal Fund Management, Llc",tylerterry@comcast.net,352-750-1637,Manual List Upload
10939968,Inactive Investor,Rachel Kindness,,Fidelity Brokerage Services LLC Cleves OH Private Residence,,,Salesforce
10972928,Inactive Investor,Denell Carwein,,"FBL Marketing Services, LLC Indianapolis IN 225 S East St",denell.carwein@fbfs.com,,Salesforce
11112630,Inactive Investor,Brian Beaston,Regional Leader,PFS Investments Inc. Findlay OH 1318 N Main St,brian.beaston@primerica.com,,Salesforce
9628220,,William Donohoe,,,wcdonohoe@gmail.com,,List import
11029258,Inactive Investor,Mark Collard,Co-Founder;Managing Partner;Partner;Regulatory Contact;Shareholder,Landmark Wealth Management,mark@landmarkfirm.com,,Salesforce
10902971,Inactive Investor,Holly Hurley,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,holly.hurley@jpmorgan.com,,Salesforce
11069475,Inactive Investor,Dale Bradley,,"Raymond James Financial Services, Inc. Evanston IL 3000 Central St",dale.bradley@raymondjames.com,,Salesforce
10906723,Inactive Investor,Luke Stapleton,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
237699,, -,,[[Unknown]],gasconfrancis@yahoo.com,,
10887202,Inactive Investor,Stephen Sorich,,"Geneos Wealth Management, Inc. Billings MT 401 N 31st St",,,Salesforce
10896149,Inactive Investor,Nathan Birney,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 9821 Katy Fwy",nathan.g.birney@ampf.com,,Salesforce
10899866,Inactive Investor,Ryan Harrington,,J.P. Morgan Securities LLC Huntington Beach CA 16917 Algonquin St,ryan.harrington@jpmorgan.com,,Salesforce
11099166,Inactive Investor,James Black,Chief Executive Officer;Financial Planner,The Retirement Solution LLC,jim@trsfamily.com,,Salesforce
11110089,Inactive Investor,Joseph Frankenfield,Chief Compliance Officer;Managing Member;Owner;Portfolio Manager,Saga Partners LLC,joe.frankenfield@sagapartners.com,,Salesforce
11260844,Inactive Investor,Nicole Ng,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",,,Salesforce
11142045,Inactive Investor,Guy Allen,,"Concourse Financial Group Securities, Inc.",guy.allen@concoursefinancial.com,,Salesforce
10946425,Inactive Investor,Jared Lang,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jared.lang@jpmorgan.com,,Salesforce
342822,,Maxwell Wheeler,,[Unknown],mwheeler@poundstone.co,,Paid Social
11194989,Inactive Investor,Sarah Menees,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10489960,,Ryan Brown,"Chief Compliance Officer, Founder, Manager","Towerview Capital, LLC",ryanbrown@towerviewcapital.com,,List Import
9575034,,Melissa Lee,,,highmountain86@gmail.com,,List import
10758025,Inactive Investor,Heather Shintaku,Client Service Associate;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,heather.shintaku@morganstanley.com,,Salesforce
10873200,Inactive Investor,Cleveland Pearce,,PFS Investments Inc. Stamford CT 110 Lenox Ave,cleveland.pearce@primerica.com,,Salesforce
9585869,,Matt Casto,,,mcasto@cmtam.com,,List import
11179257,Inactive Investor,Scott Lowman,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley,scott.a.lowman@morganstanley.com,,Salesforce
10846179,Inactive Investor,Alexandre Santos,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,alex.santos@ubs.com,,Salesforce
8782967,,john miller,,,john@gorkel.com,4097895109,Web Form Fillout
11188356,Inactive Investor,Adam Sokoloff,,Jefferies LLC,asokoloff@jefferies.com,,Salesforce
11031380,Inactive Investor,Elizabeth Larson,Client Relationship Manager;Practice Manager,"Ameriprise Financial Services, LLC Hopkins MN 10900 Wayzata Blvd",elizabeth.a.larson@ampf.com,,Salesforce
11130654,Inactive Investor,Jonathan Sturdivant,,"Ameriprise Financial Services, LLC Salem OR 235 Front St SE",jon.sturdivant@ampf.com,,Salesforce
9567326,,Gary Sobelman,,,gary.sobelman@wealthspire.com,,List import
10833771,Inactive Investor,Nancy Heffner,Director - Compliance,Lincoln Investment,nheffner@lincolninvestment.com,,Salesforce
10790782,Inactive Investor,Carol Armstrong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",carol_armstrong@ml.com,,Salesforce
10854065,Inactive Investor,Vincent Notarianni,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",vincent.x.notarianni@ampf.com,,Salesforce
11044585,Inactive Investor,Jesus Batista,,J.P. Morgan Securities LLC Tucson AZ 15314 N Oracle Rd,jesus.batista@jpmorgan.com,,Salesforce
10788727,Inactive Investor,Jason Roeske,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",jason.roeske@schwab.com,,Salesforce
10761234,Inactive Investor,Maurice Stuffmann,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Fort Worth TX 201 Main St,maurice.stuffmann@opco.com,,Salesforce
11082744,Inactive Investor,Holly Clark,,Cetera Investment Services LLC,,,Salesforce
11199236,Inactive Investor,Summi Verma,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,summi.verma@jpmorgan.com,,Salesforce
9568814,,Dominic Avila,,,domavila@yahoo.com,,List import
10999834,Inactive Investor,Tiffany Nguyen,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,tiffany.nguyen.ssqe@statefarm.com,,Salesforce
9636008,,Andrew Boswell,,,aboswell@blueseacapital.com,,List import
10837838,Inactive Investor,Sung Cho,Financial Professional,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",sung.cho@equitable.com,,Salesforce
182902,,Daniel Taboada,,[Unknown],dtaboada@goldmediatech.com,,
2713404,,Ricardo Almeida Costa,,,ricardo-costa@gmx.de,,
10985511,Inactive Investor,Cesar Romero Raez,,Vanguard Marketing Corporation,cesar_romero-raez@vanguard.com,,Salesforce
10947964,Inactive Investor,Lauren Sauliner,Client Service Associate,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",,,Salesforce
372043,,Brijesh Patel,,United States,bpatel181@gmail.com,,Salesforce
10787752,Inactive Investor,David Furlin,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david.s.furlin@ustrust.com,,Salesforce
11112373,Inactive Investor,Paul Smith,,"Principal Securities, Inc. Nacogdoches TX 3532 NE Stallings Dr",smith.paul@principal.com,,Salesforce
1923574,,el houssine boukas,,,elhoussineb18@gmail.com,,
10773115,Inactive Investor,Laura Philpot,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,laura.s.coltman@morganstanley.com,,Salesforce
11025711,Inactive Investor,Leonardo Chantre,,NYLIFE Securities LLC Manchester NH 1155 Elm St,lcchantre@ft.newyorklife.com,,Salesforce
11234063,Inactive Investor,Austin Loven,Registered Client Service Associate,Morgan Stanley Knoxville TN 1111 N Northshore Dr,austin.loven@morganstanley.com,,Salesforce
10959665,Inactive Investor,Sofya Belkevich,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10995549,Inactive Investor,Robert Camp,Financial Advisor,LPL Financial LLC Hoschton GA Private Residence,robert.camp@lpl.com,,Salesforce
10892900,Inactive Investor,Sara Leydon,Chief Compliance Officer;President;Principal;Shareholder,Foundation Financial Inc.,sara@foundfin.com,,Salesforce
10975035,Inactive Investor,Kay Simmons,,J.P. Morgan Securities LLC Teaneck NJ 170 The Plaza,kay.simmons@jpmorgan.com,,Salesforce
11042410,Inactive Investor,Michael Ashworth,Financial Advisor,LPL Financial LLC Tryon NC 493 S Trade St,mike.ashworth@lpl.com,,Salesforce
10840124,Inactive Investor,William Kemple,Financial Planner,Commonwealth Financial Network East Longmeadow MA 601 N Main St,wkemple@commonwealth.com,,Salesforce
10919034,Inactive Investor,Kelli Zaino,Advisor;Associate Director,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9641986,,Joel Steinberg,,,joxl@sbcglobal.net,,List import
11018770,Inactive Investor,Julyana Andrello,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
370372,,Luis M. Rodriguez,,[Unknown],lmrodriguez@privateportfolio.com,,source
11140934,Inactive Investor,Robert Drier,,Cetera Advisors LLC Campbell CA 900 E Hamilton Ave,robert.drier@ceteraadvisors.com,,Salesforce
11096779,Inactive Investor,Aleia Macdonald,Investment Advisor,CG Advisory Services Ann Arbor MI 2950 S State St,aleiam@mycgfinancial.com,,Salesforce
10918987,Inactive Investor,David McKinley,,J.P. Morgan Securities LLC Clackamas OR 12400 SE Sunnyside Rd,david.s.mckinley@jpmorgan.com,,Salesforce
10824696,Inactive Investor,Tom Quirk,Financial Advisor,LPL Financial LLC Catonsville MD 307 Frederick Rd,thomas.quirk@lpl.com,,Salesforce
11097797,Inactive Investor,Ali Khalifa,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10919310,Inactive Investor,William Ferguson,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",william.ferguson@raymondjames.com,,Salesforce
9633112,,Tyler Hale,,,flyfllty@gmail.com,,List import
11143316,Inactive Investor,Paul Hartman,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",,,Salesforce
10894211,Inactive Investor,Andy Lin,Business Analyst,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,andy.lin@ubs.com,,Salesforce
11139092,Inactive Investor,Timothy Skwiot,Financial Advisor,"Pruco Securities, LLC. Windham NH Private Residence",timothy.skwiot@prudential.com,,Salesforce
342855,,Richard a,,[Unknown],randrews@cgf.com,,Organic Search
11056782,Inactive Investor,James Burress,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,richard.burress@fidelity.com,,Salesforce
10904646,Inactive Investor,Ariana Giannopoulos,,Goldman Sachs & Co.,,,Salesforce
3239917,,Gabriel Hines,,,gabejm.hines@gmail.com,,Web Form Fillout
10879803,Inactive Investor,Jerome Mccarthy,Lead Advisor,Brighton Jones LLC,,,Salesforce
9594945,,Ashokchand Baburam,,,drbaburam@gmail.com,,List import
10844095,Inactive Investor,Mashhood Siddiqi,Owner,"Siddiqi, Mashhood Z.",,,Salesforce
11212957,Inactive Investor,Timothy Tracy,,"Independent Financial Group, LLC Prescott Valley AZ Private Residence",,,Salesforce
10812257,Inactive Investor,Bruce Legates,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",eliot.legates@ml.com,,Salesforce
10935294,Inactive Investor,Janai Rider,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",,,Salesforce
9571862,,Ben Tran,,,ben@citibeverage.com,,List import
9605086,,Pat M,,,pat.moar007@gmail.com,,List import
10904280,Inactive Investor,Kent Rouse,,State Farm VP Management Corp. Lake Villa IL 120 N Milwaukee Ave,,,Salesforce
10980467,Inactive Investor,Ella Bitton,Investment Associate,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
50381,,David Painter,"Member, Chief Compliance Officer","Southern Financial Group, Llc",david@thesouthernfinancialgroup.com,205-383-1415,Manual List Upload
9620229,,b drofg,,,chamonixalpine95@gmail.com,,List import
3024345,,Saeed haghighi,,,saeedhaghighi1988@gmail.com,,
9547259,,Curtis Farrell,,,cfarrell@fmncc.com,,List import
10614944,,Judy Lev,"Family Wealth Advisor, Financial Advisor, Senior Vice President",,judy.w.lev@morganstanley.com,,List Import
9620239,, - -,,,centenarios@pm.me,,List import
9634849,,David Logan,,,dlogan@jmccp.com,,List import
11148383,Inactive Investor,Sara Masters,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11057226,Inactive Investor,Jacob Costello,Registered Associate,Morgan Stanley Glens Falls NY 86 Glen St,jacob.costello@morganstanley.com,,Salesforce
9596838,,Larbi Bright,,,baronpezzy@gmail.com,,List import
11048908,Inactive Investor,Teresa Garcia,Account Administrator;Vice President,"Christensen, King & Associates Investment Services, Inc.",teresa@ckacpa.com,,Salesforce
11163339,Inactive Investor,Ginarose Vanasse,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ginarose_vanasse@vanguard.com,,Salesforce
11077477,Inactive Investor,Brittany OConner,Senior Team Manager,"Charles Schwab & Co., Inc. Seminole FL Private Residence",brittany.oconnor@schwab.com,,Salesforce
10613679,,Brian Melbourne,"Financial Advisor, Managing Director - Investments",,brian.melbourne@wellsfargoadvisors.com,,List Import
11046394,Inactive Investor,Johnny Zapata,,J.P. Morgan Securities LLC Mount Prospect IL 1190 S Elmhurst Rd,johnny.zapata@jpmorgan.com,,Salesforce
343888,,Nancy Gorchoff,"Director, C.o.o, C.f.o.","Access Financial Group, Inc.",ng@afinancial.com,312-655-8200,Manual List Upload
10753035,Inactive Investor,Christopher Lane,,William Blair San Francisco CA 343 Sansome St,clane@williamblair.com,,Salesforce
10768237,Inactive Investor,Josefa Jimenez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11113488,Inactive Investor,Christopher Peele,,"Truist Investment Services, Inc. Greensboro NC 3318 W Friendly Ave",christopher.peele@truist.com,,Salesforce
11219423,,Audrey Kaus,,,audrey.kaus@ubs.com,,Other
11033528,Inactive Investor,Christopher Miceli,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
9576384,,Zeek Ojeh,,,zmanl@yahoo.com,,List import
9613985,,Nicholas Staller,,,filmfreak96@gmail.com,,List import
11065300,Inactive Investor,James Mannix,,Mutual of America Securities LLC Charlotte NC 6000 Fairview Rd,james.mannix@mutualofamerica.com,,Salesforce
10613172,,Deborah Kamer,"Senior Financial Advisor, Vice President",,deborah_kamer@ml.com,,List Import
10896673,Inactive Investor,Frederick Genz,Investment Advisor Representative,"Poehling Capital Management, Inc. La Crosse WI 605 4th St S",fbgenz@poehlingcapital.com,,Salesforce
10899743,Inactive Investor,Luke Bogert,Client Service Associate,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,luke.bogert@morganstanley.com,,Salesforce
118507,,Jacquelyn Denson,Financial Advisor,Vestia Personal Wealth Advisors,jdenson@vestia.com,,
10822311,Inactive Investor,Susan Levi,,"Avantax Investment Services, Inc. Pittsburgh PA 2801 Custer Ave",,,Salesforce
11078946,Inactive Investor,Robert Huguet,,"Osaic Wealth, Inc. West Simsbury CT Private Residence",,,Salesforce
10972921,Inactive Investor,John Zavakos,,Country Capital Management Company Lake Zurich IL 444 S Rand Rd,yanni.zavakos@countryfinancial.com,,Salesforce
10508248,,Christy Matthews,,Coinroutes,christy@coinroutes.com,,List Import
9626189,,Sopan Pachpande,,,pachpande92@gmail.com,,List import
10842037,Inactive Investor,Kenneth Penrose,Chief Compliance Officer;President,"Latitude Advisors, LLC",kpenrose@latitudefinancial.net,,Salesforce
11101529,Inactive Investor,Stephen Oberlin,Financial Advisor,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",stephen.oberlin@raymondjames.com,,Salesforce
10908014,Inactive Investor,Donald Skinner,,"Kingswood Capital Partners, LLC Campbell CA 280 E Hamilton Ave",,,Salesforce
10796198,Inactive Investor,Kenneth McMahan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",ken_mcmahan@ml.com,,Salesforce
10991908,Inactive Investor,Richard Haberstroh,Financial Advisor,"Equitable Advisors, LLC Birmingham AL 4628 Pine Mountain Rd",richard.haberstroh@equitable.com,,Salesforce
10871279,Inactive Investor,Anthony Barber,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Allentown PA 5100 W Tilghman St",anthony.barber@ampf.com,,Salesforce
10948863,Inactive Investor,Michael Chukhman,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,michael.chukhman@fmr.com,,Salesforce
10935609,Inactive Investor,Isai Juarez,,"Centaurus Financial, Inc. Downey CA 8141 2nd St",ijuarez@cfiemail.com,,Salesforce
10646968,,Richard Blanco,,,rick.blanco@edwardjones.com,,List Import
10938541,Inactive Investor,Rifat Nikezi,,"Allstate Financial Services, LLC New York NY 481 8th Ave",rifatnikezi@allstate.com,,Salesforce
172197,,Lydia Lewis,,[Unknown],zachobgynmd@live.com,,Organic Search
10962690,Inactive Investor,Shayne Dresbach,,Edward Jones Olympia WA 125 Tumwater Blvd SE,shayne.dresbach@edwardjones.com,,Salesforce
10792447,Inactive Investor,David Herman,Chief Compliance Officer;Co-Founder,"Wealth Management Advisors, LLC",,,Salesforce
11211633,Inactive Investor,Daniel Eads,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11178622,Inactive Investor,Robert Kalinowski,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11090164,Inactive Investor,Jordan Hadfield,Private Wealth Consultant,Smedley Financial Services Inc,jordan@smedleyfinancial.com,,Salesforce
10795358,Inactive Investor,Patrick Phillips,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 60 Lake St",,,Salesforce
10811619,Inactive Investor,Amy Howe,Authorized Officer;Team Administrator,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,amy.cooke@ubs.com,,Salesforce
10851852,Inactive Investor,James Kunkel,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",james.kunkel@schwab.com,,Salesforce
11232490,Inactive Investor,Cathy Buettner,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10901162,Inactive Investor,Griffin Bills,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,griffin.bills@jpmorgan.com,,Salesforce
11032791,Inactive Investor,Dora Martinez,,Citigroup Global Markets Inc. Bronx NY Private Residence,,,Salesforce
11121151,Inactive Investor,Andrew Horner,,"St. Bernard Financial Services, Inc.",andrew.horner@stbernardfinancial.com,,Salesforce
9611551,,Alicia Solis,,,asolis@concenterservices.com,,List import
10795506,Inactive Investor,Maria Hall,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",maria.f.hall@ml.com,,Salesforce
10618716,,Michael Fisher,,,mgfisher@ft.newyorklife.com,,List Import
11201764,Inactive Investor,Allan Harpold,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,aharpoldiii@ft.newyorklife.com,,Salesforce
11044626,Inactive Investor,Preston Bordelon,,"Equity Services, Inc.",pbordelon@nationallife.com,,Salesforce
10960454,Inactive Investor,Clinton Jenkin,,Vanguard Marketing Corporation,clinton_jenkin@vanguard.com,,Salesforce
338976,,Khaled Mohamed,"Investment Manager, Partner, Supervisory Group Member",Kiltearn Partners,kmohamed@kiltearnpartners.com,011-441-314601040,Manual List Upload
10902196,Inactive Investor,Luis Velasquez,,"Wells Fargo Clearing Services, LLC New Milford NJ 270 River Rd",luis.velasquez@wellsfargo.com,,Salesforce
11041445,Inactive Investor,Alyssa Grimando,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",alyssa.grimando@ml.com,,Salesforce
9625853,,Francesc Sanchez,,,gerente@cryptoworld.es,,List import
10794302,Inactive Investor,Ryan Kendall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ryan.kendall@fidelity.com,,Salesforce
52110,,Stacy Bromann,Preferred Program Specialist,"Fifth Third Securities, Inc.",stacy.bromann@53.com,815-261-9137,
9647304,,Sarah Li,,,sarah@iconiqcapital.com,,List import
10967959,Inactive Investor,Ashley Golatzki,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11136988,Inactive Investor,Samuel Bentil-Owusu,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11110558,Inactive Investor,Tylar Lunke,Senior Manager;Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",tylar.lunke@rbc.com,,Salesforce
9627776,,Jonathan Ingraham,,,ingraham.jonathan@gmail.com,,List import
240589,,Christine Idzelis,markets reporter,MarketWatch,christine.idzelis@marketwatch.com,,Event
9603192,,Raymond Ieronimo,,,ieronimo18@gmail.com,,List import
10789561,Inactive Investor,Andrea Uptegrove,Wealth Management Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,andrea.uptegrove@ubs.com,,Salesforce
11238433,Inactive Investor,Carl Pelland,,Addenda Capital,c.pelland@addenda-capital.com,,Salesforce
10999784,Inactive Investor,Lynzey Williams Wimberly,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,lwilliams-wimberly@primerica.com,,Salesforce
227849,, -,,[Unknown],enhandara8@gmail.com,,
10808653,Inactive Investor,Angela Gauthier,Senior Registered Associate,Morgan Stanley Lakeland FL 225 E Lemon St,angela.gauthier@morganstanley.com,,Salesforce
10780180,Inactive Investor,David Roberts,Senior Client Associate,J.P. Morgan Securities LLC Morristown NJ 225 South St,david.roberts@jpmorgan.com,,Salesforce
10995552,Inactive Investor,Reece Kreilick,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",reece.kreilick@nm.com,,Salesforce
11236925,Inactive Investor,Jeffrey Kaczmarczyk,Financial Advisor,Blue Rock Financial Group,,,Salesforce
11150798,Inactive Investor,Oluwaseun Olatunji,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10840696,Inactive Investor,Dennis Duffy,Financial Coach;Managing Member,"Abundance Financial Coaching, LLC",,,Salesforce
9605581,,Bill Hagan,,,bill.hagan@hirtlecallaghan.com,,List import
10787193,Inactive Investor,Todd Nethery,Financial Advisor,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,tnethery@rwbaird.com,,Salesforce
11075926,Inactive Investor,Michael Locke,,Johnson Brunetti,mlocke@johnsonbrunetti.com,,Salesforce
10831745,Inactive Investor,Robert Thompson,Financial Advisor,"Ameriprise Financial Services, LLC Indiana PA 800 Philadelphia St",robert.thompson@ampf.com,,Salesforce
10802060,Inactive Investor,John Tucker,Financial Advisor;Vice President,Morgan Stanley Pueblo CO 115 E Riverwalk,john.k.tucker@morganstanley.com,,Salesforce
10836942,Inactive Investor,Edward Barry,,"Raymond James Financial Services, Inc. Avon CT 40 Tower Ln",edward.barry@raymondjames.com,,Salesforce
11109933,Inactive Investor,Jack Heiss,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",jack.heiss@ustrust.com,,Salesforce
10939781,Inactive Investor,Erica Hanson,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
11002494,Inactive Investor,Nathan Taccini,Financial Advisor,"Financial Advisors Network, Inc.",nathan@fanwmg.com,,Salesforce
10931247,Inactive Investor,Stephen Wain,,"Realta Equities, Inc. Orlando FL 1507 S Hiawassee Rd",swain@coastal-one.com,,Salesforce
10894663,Inactive Investor,Kelly Eagan,,"Raymond James Financial Services, Inc. Downers Grove IL 1901 Butterfield Rd",kelly.eagan@raymondjames.com,,Salesforce
10979584,Inactive Investor,Carter Blackburn,Specialist;Wealth Advisor,"Avidian Wealth Solutions, LLC",carterblackburn@avidianwealth.com,,Salesforce
372045,,? ?,,China,waiwaidan60@gmail.com,,Salesforce
11072703,Inactive Investor,Seth Hensley,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10856479,Inactive Investor,Kevin Walker,,Archer Investment Corporation Westlake OH 159 Crocker Park Blvd,,,Salesforce
9572503,,Jonathan Colantuoni,,,jonathan.colantuoni@fmr.com,,List import
10827082,Inactive Investor,Steven La Porte,Advisor,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,sla-porte@commonwealth.com,,Salesforce
10489848,,Terry Bussard,Advisor,Retirement Planners of America,terrybussard@moneymatters.net,469-246-3623,List Import
10777497,Inactive Investor,Christopher Johnson,Managing Director;Vice President,"Charles Schwab & Co., Inc. Chatham NJ Private Residence",,,Salesforce
9581750,,Thomas Quealy,,,thomas.quealy@nottinghamadvisors.com,,List import
10920719,Inactive Investor,Julie Riemer,Financial Advisor,LPL Financial LLC Osceola WI Private Residence,julie.riemer@lpl.com,,Salesforce
209861,,Michael Kessling,,"MML Investors Services, LLC",mkessling@financialguide.com,513-579-8555,News & Research
11043041,Inactive Investor,Dennis Pierre,Financial Advisor,Edward Jones Maple Valley WA Private Residence,denny.pierre@edwardjones.com,,Salesforce
11220778,,William Dunstan,,,wdunstan@nationalsecurities.com,,List Import
10859606,Inactive Investor,Todd Pniewski,Advisor;Chief Compliance Officer;Founder;President,TBMS Wealth LLC,,,Salesforce
10993829,Inactive Investor,Joseph Ricci,,Mutual of America Securities LLC Conshohocken PA 46 Fayette St,,,Salesforce
10895832,Inactive Investor,Ellen Dieringer,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",ellen.m.dieringer@nm.com,,Salesforce
349578,,Christopher Collins,"Co-Chief Executive Officer, Limited Partner, Managing Director","Kelso & Company, L.P.",ccollins@kelso.com,212-350-7700,Manual List Upload
10770188,Inactive Investor,Paul Dines,Financial Advisor,Edward Jones San Jose CA 2397 Forest Ave,paul.dines@edwardjones.com,,Salesforce
11206764,Inactive Investor,Timothy Grogan,Financial Professional,LPL Financial LLC Woburn MA 400 Tradecenter,tim.grogan@lpl.com,,Salesforce
10820208,Inactive Investor,Teresa Halstead,,"Northwestern Mutual Investment Services, LLC Ames IA 1606 Golden Aspen Dr",teresa.halstead@nm.com,,Salesforce
179678,,Jane Dacre,President,[Unknown],jane.dacre@rcplondon.ac.uk, +44 (0)20 3075 1649,Database Upload
11115391,Inactive Investor,Alexander Joseph,,Fidelity Brokerage Services LLC,,,Salesforce
10911069,Inactive Investor,Chasity Jaynes,Chief Operating Officer;Chief Operations Officer;Regulatory Contact,"OneGroup Wealth Partners, Inc.",,,Salesforce
10818735,Inactive Investor,Joseph Robinson,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
10898509,Inactive Investor,Nathan Gunderson,Financial Advisor,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,ngunderson@rwbaird.com,,Salesforce
10913832,Inactive Investor,Keaton Hirsch,Associate Financial Consultant,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",keaton.hirsch@schwab.com,,Salesforce
11195913,Inactive Investor,Timothy Leung,,Citigroup Global Markets Inc. Bayonne NJ Private Residence,timothy.p.leung@citi.com,,Salesforce
11090077,Inactive Investor,Brenda Garcia,,"Cambridge Investment Research, Inc. Cedar Falls IA 4304 Clearview Dr",,,Salesforce
11006923,Inactive Investor,Gina Shilka,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
9571927,,Daniel Yehezkel,,,daniel.yehez@gmail.com,,List import
10510892,,Rohan Bahri,,Calton & Associates,rbahri@bahricapital.com,,List Import
10902094,Inactive Investor,Adam Ulatoski,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",adam.ulatoski@ml.com,,Salesforce
9552223,,Arthur Chu,,,arthur.chu@qvt.com,,List import
10953907,Inactive Investor,Matthew Lawson,,Shade Tree Advisors LLC,matthew@shadetreeadvisors.com,,Salesforce
10827527,Inactive Investor,Robert Lyman,Chief Compliance Officer;Managing Member;Managing Partner,"Sequoia Wealth Management, LLC",,,Salesforce
10895086,Inactive Investor,Ronald Anwar,,LPL Financial LLC Roslyn Heights NY 130 Mineola Ave,ronald.anwar@lpl.com,,Salesforce
9575021,,Tom Sachtschale,,,tsach217@yahoo.com,,List import
11108640,Inactive Investor,Gregg Gruosso,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,gregg.gruosso@fidelity.com,,Salesforce
10767875,Inactive Investor,Kevin Handford,Senior Financial Planner,Commonwealth Financial Network Warrenton VA 28 Blackwell Park Ln,khandford@commonwealth.com,,Salesforce
9604093,,PATRICK ZIELBAUER,,,patrick.zielbauer@blockfills.com,,List import
11196045,Inactive Investor,Travis Gleason,Wealth Partner,TruNorth Wealth Partners,travis.gleason@trunorthwp.com,,Salesforce
10857526,Inactive Investor,Christopher Handlee,Financial Advisor,LPL Financial LLC Jacksonville FL Private Residence,sam.handlee@lpl.com,,Salesforce
11202511,Inactive Investor,Katherine Denicola,,Vanguard Marketing Corporation,katherine_denicola@vanguard.com,,Salesforce
10974096,Inactive Investor,Ryan Kozyra,,"Pruco Securities, LLC. Buffalo NY 100 College Pkwy",ryan.kozyra@prudential.com,,Salesforce
10820913,Inactive Investor,John Dovich,Regional President;Senior Managing Director,"MAI Capital Management, LLC Naples FL 5551 Ridgewood Dr",john.dovich@mai.capital,,Salesforce
11081776,Inactive Investor,Peter Dahlquist,Financial Professional,LPL Financial LLC Waukesha WI N17W24222 Riverwood Dr,peter.dahlquist@lpl.com,,Salesforce
344523,,Petr Burunov,Managing Member,"Ambassador Wealth Management, Llc",petr@ambassadorwm.com,360-314-6323,Manual List Upload
63074,,Peter Galloway,Chief Compliance Officer,Vantage Infrastructure (usa) Inc.,pete.galloway@vantageinfra.com,212-681-2990,
11036350,Inactive Investor,Andrew Lee,,NYLIFE Securities LLC New York NY 420 Lexington Ave,,,Salesforce
11004958,Inactive Investor,Gary Chitwood,,"First Command Brokerage Services, Inc. Oklahoma City OK 5604 SE 67th St",glchitwood@firstcommand.com,,Salesforce
10761910,Inactive Investor,Ian McDade,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",ian_mcdade@ml.com,,Salesforce
10821504,Inactive Investor,Edgar Bachrach,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,edgar.bachrach@ubs.com,,Salesforce
11006685,Inactive Investor,Cassidy Davies,Financial Advisor,"Equitable Advisors, LLC Columbus OH 7965 N High St",cassidy.dyer@equitable.com,,Salesforce
10821230,Inactive Investor,Thomas Novotny,Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",thomas.m.novotny@rbc.com,,Salesforce
1005989,Inactive Investor,George Landegger,,George Landegger Jr,george@landegger.com,,Initial Salesforce Import
11163599,Inactive Investor,Terri Thomas,,PFS Investments Inc. Blountville TN 3098 Hwy 126,terri.thomas@primerica.com,,Salesforce
10916025,Inactive Investor,Misty McFarlane,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10470772,,Anthony Washington,,,tonyw7000@gmail.com,,Web Form Fillout
11061930,Inactive Investor,Isaac Monreal,,J.P. Morgan Securities LLC Chicago IL 330 N Desplaines St,isaac.monreal@jpmorgan.com,,Salesforce
11131823,Inactive Investor,William Fenstermacher,,"Avantax Investment Services, Inc. Kennett Square PA 115 S Broad St",,,Salesforce
1004756,Inactive Investor,Rich Rosenblum,,GSR,rich@gsr.io,,3rd Party Lead Gen
10612240,,Robert Diaz,Financial Advisor,,robert.diaz@edwardjones.com,,List Import
160797,,paul ezzegrezger,,[Unknown],titouanbtc@gmail.com,,
11094821,Inactive Investor,Robert Palmiotto,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,robert.palmiotto.cp5t@statefarm.com,,Salesforce
10771866,Inactive Investor,Michael Bishop,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wellesley Hills MA 55 William St,michael.bishop@ubs.com,,Salesforce
4631450,,Ben Smith,,,bjs53711@gmail.com,,Web Form Fillout
9635926,,Will Witherspoon,,,wwitherspoon@advocacywealth.com,,List import
343631,,Robbie Mcnab,"Investment Analyst, Materials Research",Martin Currie Inc,rmcnab@martincurrie.com,441-312-295252,Manual List Upload
10647671,,David Stevens,,,dave@assetsandincome.com,,List import
11028762,Inactive Investor,Steven Sperry,,"Allstate Financial Services, LLC Stockton CA 6852 Pacific Ave",stevensperry@allstate.com,,Salesforce
10784929,Inactive Investor,Stephen Strand,Financial Associate,Thrivent Investment Management Inc. Manchester CT Private Residence,stephen.strand@thrivent.com,,Salesforce
10901630,Inactive Investor,Pema Tenzin,,"Wells Fargo Clearing Services, LLC Berkeley CA 1800 Solano Ave",pema.tenzin@wellsfargo.com,,Salesforce
9620579,,John Becker,,,jbecker02@gmail.com,,List import
9597019,,Craig Castle,,,ccastle@bluebay.com,,List import
11164487,Inactive Investor,Joseph Stepanek,Wealth Advisor,Thrivent Investment Management Inc. Andover MN 1889 Station Pkwy NW,joe.stepanek@thrivent.com,,Salesforce
10659167,,Matthew Johnson,,,matthewblairjohnson@primerica.com,,List Import
10998845,Inactive Investor,Miguel Perez,,J.P. Morgan Securities LLC Teaneck NJ 170 The Plaza,miguel.perez@chase.com,,Salesforce
10604535,,Scott Cornett,Financial Advisor,Ameriprise Financial,scott.cornett@ampf.com,360-573-3346,List Import
9571154,,Bruno Bengter,,,bobbengter@yahoo.com,,List import
9635578,,Jeffrey Hanna,,,jhanna@umpquainvestments.com,,List import
10884788,Inactive Investor,Robert Wootton,Partner;Senior Wealth Advisor,Capstone Financial Advisors Inc,,,Salesforce
11109743,Inactive Investor,Louis Mangia,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,lmangia@ft.newyorklife.com,,Salesforce
10886398,Inactive Investor,Todd Klem,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11054996,Inactive Investor,James Baier,,Fidelity Brokerage Services LLC Greensboro NC 609 Green Valley Rd,james.baier@fmr.com,,Salesforce
10759999,Inactive Investor,Sonya Wentz,Senior Vice President,"First Citizens Investor Services, Inc. Danville VA 130 Collins Dr",sonya.crosswentz@firstcitizens.com,,Salesforce
334784,,Mark Simmons,Managing Director - Chief Financial Officer,Campbell Global,msimmons@campbellgroup.com,503-275-9675,Manual List Upload
9548214,,Nico Inberg,,,nicoinberg@hotmail.com,,List import
226174,,Frederico -,,[[Unknown]],frederico.terra.macau@gmail.com,,Initial Salesforce Import
10903162,Inactive Investor,Mimma Burke,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,mimma.burke.qz5u@statefarm.com,,Salesforce
11159891,Inactive Investor,Jon Solitro,Chief Executive Officer;Financial Planner,"FinancialMD, LLC",jsolitro@financialmd.com,,Salesforce
104154,,Adam Soning,,JSO,ajsoning@icloud.com,(077) 481-0253,
10906364,Inactive Investor,Mayoor Desai,,J.P. Morgan Securities LLC New York NY 2 Pennsylvania Plz,mayoor.k.desai@jpmorgan.com,,Salesforce
11190965,Inactive Investor,Joshua Mckinley,Chief Compliance Officer;Investment Advisor;President,"Twig Asset Management, LLC",,,Salesforce
10883808,Inactive Investor,Lisa Bullock,,"Allstate Financial Services, LLC Lufkin TX 701 W Frank Ave",lisabullock@allstate.com,,Salesforce
10656869,,Laura Flores,,,laura.bahena@chase.com,,List Import
11088086,Inactive Investor,John Degan,Chief Compliance Officer;Chief Investment Officer;Clerk;Director;Principal;Senior Counsel;Vice President,Harbor Advisory Corporation,jackdegan@harboradvisory.com,,Salesforce
9579698,,Yigal Hay,,,yhay@icorealestategroup.com,,List import
11154010,Inactive Investor,Mark Leming,Financial Advisor,Edward Jones Marion IN 317 N Baldwin Ave,mark.leming@edwardjones.com,,Salesforce
10753058,Inactive Investor,Paul Rutsky,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",paul.rutsky@wellsfargoadvisors.com,,Salesforce
10835260,Inactive Investor,Selwyn Gerber,Managing Member;President;Regulatory Contact,RVW Wealth LLC,sg@rvwwealth.com,,Salesforce
10995992,Inactive Investor,Domenico Mucci,,"Allstate Financial Services, LLC Brooklyn NY 1904 86th St",dmucci@allstate.com,,Salesforce
10925847,Inactive Investor,Stephanie Haderspock,,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",,,Salesforce
11093554,Inactive Investor,Kevin Ryan,,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",,,Salesforce
11236727,Inactive Investor,Seth Frantz,Investment Advisor;Retirement Income Specialist,JB Wealth Advisors LLC Traverse City MI Private Residence,,,Salesforce
9642139,,David Cariani,,,dcariani@centurawealth.com,,List import
11181759,Inactive Investor,John Bunzel,Director - Global Sports and Entertainment;Financial Advisor;Senior Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,john.bunzel@morganstanley.com,,Salesforce
11064973,Inactive Investor,Sean Dolan,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",,,Salesforce
11121832,Inactive Investor,Scott Conrad,,"FBL Marketing Services, LLC Green Isle MN 321 McGrann St",,,Salesforce
10929861,Inactive Investor,Thomas Gay,Wealth Manager,Merit Financial Advisors Albany GA 2551 Lafayette Plaza Dr,tgay@meritfa.com,,Salesforce
10645365,,Daniel Sholem,,,dsholem@peakstone.com,,List Import
10644891,,Joseph Munda,,,jmunda@firstanalysis.com,,List Import
11165404,Inactive Investor,Brian Quatrale,Chartered Financial Consultant,LPL Financial LLC Holbrook NY 4250 Veterans Memorial Hwy,brian.quatrale@lpl.com,,Salesforce
11037716,Inactive Investor,Michael Rothman,,"Truist Investment Services, Inc. King of Prussia PA 150 S Warner Rd",michael.rothman@truist.com,,Salesforce
10853211,Inactive Investor,Linda Walker,Chief Compliance Officer;President,"DW Investment Solutions, Inc.",,,Salesforce
10851983,Inactive Investor,Marc Werkmeister,Chief Compliance Officer;Managing Member;Managing Partner;Member,"Professional Financial Advisors, LLC",,,Salesforce
10906681,Inactive Investor,Philip Dusek,Registered Client Associate,Morgan Stanley Charlotte NC 13024 Ballantyne Corporate Pl,,,Salesforce
10998099,Inactive Investor,Dylan Barnas,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",dylan.barnas@nm.com,,Salesforce
10931740,Inactive Investor,Rebecca Barrett,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,rhgreer@ft.newyorklife.com,,Salesforce
333091,,Michael Stevens,Portfolio Manager & Director,Ropes Wealth,michael.stevens@ropeswealth.com, +1 617 235 4271,
11180545,Inactive Investor,Paul Cobuzzi,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
9549223,,David Weitgenant,,,dweitgenant@firstrepublic.com,,List import
11213560,Inactive Investor,Robert Graham,Vice President;Wealth Advisor,"DiNuzzo Private Wealth, Inc.",rgraham@dinuzzo.com,,Salesforce
11037868,Inactive Investor,Silvio Nguyen,,J.P. Morgan Securities LLC Bethel OH 601 W Plane St,silvio.nguyen@jpmorgan.com,,Salesforce
9580848,,Divya Thakur,,,divya@btxtrader.com,,List import
10984002,Inactive Investor,Nancy Mcaloon,,NYLIFE Securities LLC Hingham MA Private Residence,nmcaloon@ft.newyorklife.com,,Salesforce
10966359,Inactive Investor,Pamela Carroll,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",pam.carroll@nm.com,,Salesforce
9648026,,Stephane Marbeau,,,stephane.marbeau@protonmail.com,,List import
9618142,,Darren Schuringa,,,dschuringa@yorkvillecapital.com,,List import
9616169,,Sharath Chander Ganta,,,sharatreddy@yahoo.com,,List import
11080830,Inactive Investor,Christopher Bishop,,Edward Jones,,,Salesforce
9639803,,Naohide Une,,,naohide.une.py@jp-bank.jp,,List import
9553579,,Alexandre Guillaume,,,alexandre.guillaume@gmail.com,,List import
11092474,Inactive Investor,Richard McCabe,Financial Advisor,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",richardtmccabe@financialguide.com,,Salesforce
11071256,Inactive Investor,John Tauss,,"Brokers International Financial Services, LLC. Rockwall TX 1892 Tahoe Dr",jtauss@brokersifs.com,,Salesforce
10777721,Inactive Investor,Thomas Willoughby,Financial Advisor,Edward Jones Yuba City CA 832 Richland Rd,brad.willoughby@edwardjones.com,,Salesforce
10805304,Inactive Investor,Byron Piro,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",byron.piro@wellsfargoadvisors.com,,Salesforce
11152627,Inactive Investor,Thomas Harrison,,"Hennion & Walsh, Inc.",tharrison@hennionandwalsh.com,,Salesforce
224582,,Fabian See,,[Unknown],hitmaniac@hotmail.com,,Webinar
240826,,Lane Michael,,[Unknown],cintia.fonseca@blackrock.com,,Event
10964083,Inactive Investor,Luca Queirolo,Financial Advisor,Edward Jones McMinnville OR 2275 NE 27th St,luca.queirolo@edwardjones.com,,Salesforce
10486913,,Brian Enos,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",greatness23@sbcglobal.net,,List Import
10506017,,Kari Stanway,CPM,Nuveen,kari.stanway@nuveen.com,612-303-3210,List import
11216795,,Shannon Seguin,,,shannon.schaeffer@edwardjones.com,,List Import
11053267,Inactive Investor,Gilbert Castillo,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,gilbert.castillo.nv0x@statefarm.com,,Salesforce
11013954,Inactive Investor,Sean Maloney,,Citigroup Global Markets Inc.,sean.maloney@citi.com,,Salesforce
10996519,Inactive Investor,Nathaniel Roberts,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,,,Salesforce
11181363,Inactive Investor,Marcus Parker,Financial Advisor,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",marcus.parker@prudential.com,,Salesforce
11061960,Inactive Investor,Jessica Silva Castro,,J.P. Morgan Securities LLC Telluride CO 398 W Colorado Ave,jessica.silva-castro@jpmorgan.com,,Salesforce
9632214,,John Sharp,,,hoosharp@gmail.com,,List import
11238454,Inactive Investor,Aksana Munoz,,Benefit Financial Services Group,aksanam@bfsg.net,,Salesforce
11180209,Inactive Investor,Jacob McNiel,Financial Advisor,Edward Jones Prairie Village KS 4121 W 83rd St,jake.mcniel@edwardjones.com,,Salesforce
11201348,Inactive Investor,Jennifer Butters,Financial Advisor,Edward Jones San Rafael CA 4306 Redwood Hwy,jennifer.butters@edwardjones.com,,Salesforce
10959339,Inactive Investor,Justin Fox,,"Allstate Financial Services, LLC Gresham OR 21721 SE Stark St",justin.fox@allstate.com,,Salesforce
9551145,,Karen Gilbert,,,kcgilbe@gmail.com,,List import
10815194,Inactive Investor,Andrew Hur,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",andrew.hur@ml.com,,Salesforce
10838220,Inactive Investor,Jayeeta Choudhury,Advisor,LPL Financial LLC Red Bank NJ 65 Mechanic St,jayeeta.choudhury@lpl.com,,Salesforce
10923385,Inactive Investor,Samuel Fragale,Financial Advisor,LPL Financial LLC Winter Park FL 1031 W Morse Blvd,sam.fragale@lpl.com,,Salesforce
11003590,Inactive Investor,Kyung Ja Baker,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,kbaker@primerica.com,,Salesforce
11066446,Inactive Investor,Gerald Pittz,Financial Advisor,Edward Jones Delmar NY 316 Delaware Ave,jerry.pittz@edwardjones.com,,Salesforce
10792429,Inactive Investor,James Clark,Financial Advisor,Edward Jones Charlottesville VA 1430 Rolkin Ct,james.clark@edwardjones.com,,Salesforce
11198366,Inactive Investor,Raeann Klimesh,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10931426,Inactive Investor,Erin Tyrrell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10964614,Inactive Investor,Sherry Mitterer,Client Service Associate,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",sherry.mitterer@raymondjames.com,,Salesforce
337795,,Benjamin Coakley,Elected Manager,Waypoint Strategic Advisors,ben@waypointus.com,843-873-4420,Manual List Upload
235910,, -,,[[Unknown]],stephenlabrew@gmail.com,,
11113821,Inactive Investor,Derek Elwood,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,derek.elwood.m3z4@statefarm.com,,Salesforce
9617040,,Mike Schroeder,,,michael.schroeder@doubleline.com,,List import
10979102,Inactive Investor,David Spencer,,SECU Brokerage Services Huntersville NC 10411 Arahova Dr,david.spencer@ncsecu.org,,Salesforce
9556395,,Walter Rudd,,,chandler.rudd@fmr.com,,List import
11089462,Inactive Investor,Corey Suchocki,Regional Director,LPL Financial LLC Harrison Township MI Private Residence,corey.suchocki@lpl.com,,Salesforce
11200224,Inactive Investor,Michael Stoner,,"Equitable Advisors, LLC Mankato MN 201 N Broad St",michael.stoner@equitable.com,,Salesforce
9615737,,Reza Tajik,,,doctortajik@yahoo.com,,List import
11061421,Inactive Investor,Thomas Eisenzimmer,Advisor;Chief Executive Officer,Fountain Square Asset Management,,,Salesforce
9625170,,Atila Fabijan,,,atilafabijan@yahoo.com,,List import
9604114,,ELLIOT CHUN,,,elliot@emergents.co,,List import
9616364,,David Alcala,,,dalcala54@gmail.com,,List import
10850582,Inactive Investor,Sara Diehl,,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,sara.diehl@jpmorgan.com,,Salesforce
10966435,Inactive Investor,Steven Cavalieri,Chief Investment Officer,Summit Financial Strategies Inc,,,Salesforce
10763312,Inactive Investor,Francisco Segarra,Managing Director,Citigroup Global Markets Inc. Garden City NY Private Residence,,,Salesforce
228057,, -,,[Unknown],nabizadeh1355@yahoo.com,,
11000106,Inactive Investor,Miguel Figueroa,,PNC Investments Fort Worth TX 1689 Eastchase Pkwy,miguel.figueroa@pnc.com,,Salesforce
10968330,Inactive Investor,Dennis Boucher,,J.P. Morgan Securities LLC Bay Shore NY 537 E Main St,dennis.m.boucher@chase.com,,Salesforce
11081326,Inactive Investor,Rachele Stivaletta,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9624044,,Senen Glinoga,,,senen-r.glinogajr@philamlife.com.ph,,List import
10788678,Inactive Investor,Dwayne Lorenz,,"Northwestern Mutual Investment Services, LLC Sikeston MO 105 Stallcup Dr",dwayne.lorenz@nm.com,,Salesforce
10917079,Inactive Investor,Gary Janssen,,"Osaic Wealth, Inc. Waupaca WI 321 W Fulton St",,,Salesforce
9615224,,Joseph -,,,cunninghamjoe1988@gmail.com,,List import
10998394,Inactive Investor,Edgar Ruvalcaba,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,edgar.ruvalcaba@fidelity.com,,Salesforce
10821824,Inactive Investor,Randall Bishop,,"Sorrento Pacific Financial, LLC Pasadena CA 161 Sequoia Dr",rbishop@mybd.com,,Salesforce
11144479,Inactive Investor,Edward Hurley,Chief Financial Officer,Beaumont Financial Partners,thurley@bfpartners.com,,Salesforce
10796189,Inactive Investor,Jonathan Brooks,Financial Advisor,"Wells Fargo Clearing Services, LLC Burlington VT 180 Battery St",jonathan.brooks@wellsfargoadvisors.com,,Salesforce
373851,,Brandon Sugarman,,[Unknown],me@brandonsugarman.com,,source
10859779,Inactive Investor,Kristen Wenaas,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Denver CO 8181 E Tufts Ave",kristen.m.wenaas@ampf.com,,Salesforce
10914440,Inactive Investor,Eric Strong,Co-Founder;Investment Advisor Representative;Managing Director;Managing Member,Miller Avenue Advisors LLC,eric@milleraveadvisors.com,,Salesforce
10878224,Inactive Investor,Michael Reinhardt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Land O Lakes FL Private Residence",,,Salesforce
9617120,,Lance Miller,,,businesslancemiller@gmail.com,,List import
9648002,,Jack Fazier,,,jfazier666@gmail.com,,List import
10423708,,Mike Harris,,,miner49er@privatedata.com,,Web Form Fillout
10879745,Inactive Investor,Jacob Tragis,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",jacob.tragis@hantzgroup.com,,Salesforce
9620651,,Avita Sukhram,,,avita.sukhram@lseg.com,,List import
343530,,Chris Martin,Vice President,"Hastings Equity Partners, Llc",cmartin@hastingsequity.com,781-314-9596,Manual List Upload
10488384,,Nick Roossien,"Chief Compliance Officer, Chief Financial Officer","9823 Capital, LP",nick@9823capital.com,,List Import
10836759,Inactive Investor,Ali Akhavannik,,NYLIFE Securities LLC Potomac MD 1515 Allview Dr,aakhavannik@ft.newyorklife.com,,Salesforce
9626806,,Mubashir Iqbal,,,mub3964@gmail.com,,List import
10940968,Inactive Investor,Richard Perdue,,"Wells Fargo Clearing Services, LLC Escondido CA 145 N Escondido Blvd",,,Salesforce
228761,, -,,[[Unknown]],pchiappetta@socal.rr.com,,Organic Search
11189514,Inactive Investor,Christopher Bechtol,,"P.J. Robb Variable, LLC San Diego CA 7922 Entrada de Luz W",,,Salesforce
11051836,Inactive Investor,Anthony Mancino,,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",anthony.mancino@schwab.com,,Salesforce
10644582,,Todd Flynn,,,tflynn@pksinvest.com,,List Import
226786,, -,,[[Unknown]],kal58@comcast.net,,Initial Salesforce Import
11190608,Inactive Investor,Jason Jeung,Advisor,"SeaCrest Wealth Management, LLC San Francisco CA 505 Montgomerery St",jjeung@seacrestwm.com,,Salesforce
10957369,Inactive Investor,Benjamin Minifie,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
10893890,Inactive Investor,Natasha Mathis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,natasha.mathis@fidelity.com,,Salesforce
9546170,,Elaine Ramirez,,,elaine@coindesk.com,,List import
10890053,Inactive Investor,Michael Loginow,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",michael.loginow@nm.com,,Salesforce
10777902,Inactive Investor,Mark Nemmers,,Cetera Investment Services LLC Le Mars IA 234 5th Ave Sw,mark.nemmers@ceterais.com,,Salesforce
11072951,Inactive Investor,Carl Lipani,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",carl.lipani@nm.com,,Salesforce
11028909,Inactive Investor,Marco Velasquez,,J.P. Morgan Securities LLC Palatine IL 190 W Northwest Hwy,marco.velasquez@jpmorgan.com,,Salesforce
9614167,,Matthew Dubner,,,mausa25@aol.com,,List import
11231223,Inactive Investor,Kevin Coutinho,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",,,Salesforce
10974550,Inactive Investor,Adam Lallas,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",adam@bossretirement.com,,Salesforce
11011519,Inactive Investor,Tara Roach,,"Osaic Wealth, Inc. Fort Lauderdale FL 2699 Stirling Rd",,,Salesforce
10929962,Inactive Investor,Todd Gambit,Chief Compliance Officer;Managing Member;President,Gambit Asset Management,todd@gambitassetmanagement.com,,Salesforce
10972455,Inactive Investor,Maren Wilson,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
10832359,Inactive Investor,Lisa Isaacs,,Morgan Stanley Winter Park FL 250 S Park Ave,lisa.nugent@morganstanley.com,,Salesforce
11002605,Inactive Investor,Daniel Anerella,,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,,,Salesforce
11077612,Inactive Investor,Robert Rubel,,Citigroup Global Markets Inc.,robert.rubel@citi.com,,Salesforce
10989655,Inactive Investor,Ellen Kenney,,Morgan Stanley,,,Salesforce
10619895,,Zachary Bindler,,,zbindler@cressetcapital.com,,List Import
11124669,Inactive Investor,Rene Saenz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pasadena CA 680 E Colorado Blvd",rene.saenz@schwab.com,,Salesforce
9641424,,Mary An Woodward,,,ma5708@yahoo.com,,List import
336530,,Kathryn Marbert,"Member, shareholder","Richard Young Associates, Ltd.",kmarbert@ryaltd.com,706-739-0725,Manual List Upload
11194425,Inactive Investor,William Morrison,,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
10954119,Inactive Investor,Austin Lugo,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10613279,,Darren Marcantuone,"Senior Financial Advisor, Vice President",,darren_marcantuone@ml.com,,List Import
10784134,Inactive Investor,Julie Long,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",julie_long@ml.com,,Salesforce
10613142,,Camillo D'Angelo,"Senior Financial Advisor, Senior Vice President",,camillo_dangelo@ml.com,,List Import
10616860,,Roy Mason,,,roy.mason@edwardjones.com,,List Import
10833738,Inactive Investor,Thomas Brown,,Cetera Investment Services LLC Dublin OH 545 Metro Pl S,thomas.brown@ceterainvestors.com,,Salesforce
10758728,Inactive Investor,James Orr,Financial Advisor,Edward Jones Tucson AZ 9100 E Tanque Verde Rd,james.orr@edwardjones.com,,Salesforce
11111394,Inactive Investor,Zachary Genn,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 2099 Broadway,zachary.genn@jpmorgan.com,,Salesforce
10879084,Inactive Investor,Theadorea Jordan,,Fidelity Brokerage Services LLC,,,Salesforce
11121296,Inactive Investor,Jerome Alrutz,,"Voya Financial Advisors, Inc. Rancho Santa Margarita CA 30211 Avenida de Las Bandera",jerome.alrutz@voya.com,,Salesforce
10770576,Inactive Investor,Cesare Monti,Sales Manager;Senior Vice President,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,cesare.monti@ubs.com,,Salesforce
9544711,,Adam Macdonald,,,amacdonald@firstrepublic.com,,List import
10509938,,Charles Lebel,"Director, Investment Solutions",National Bank Investments,charles.lebel@bnc.ca,,List Import
11232831,Inactive Investor,Jordan Draude,,"American Portfolios Financial Services, Inc. Lancaster PA 1755 Oregon Pike",jdraude@americanportfolios.com,,Salesforce
11080105,Inactive Investor,Mariama Bah,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,mariama.bah@fmr.com,,Salesforce
11017817,Inactive Investor,Jake Heitritter,Financial Advisor,"Ameriprise Financial Services, LLC Sioux City IA 6111 Whispering Creek Dr",jake.heitritter@ampf.com,,Salesforce
10870895,Inactive Investor,William Pearlman,Investment Advisor Representative,Aldemar Research Corporation Fayetteville NY 7030 E Genesee St,wpearlman@aldemarresearch.com,,Salesforce
10784611,Inactive Investor,Phillip Aldridge,Financial Advisor,"Synovus Securities, Inc. Tucker GA 5100 Lavista Rd",phillipaldridge@synovus.com,,Salesforce
11000599,Inactive Investor,Ellwood Tegtmeier,,"First Command Brokerage Services, Inc. Dayton OH 4027 Colonial Glenn Hwy",eategtmeier@firstcommand.com,,Salesforce
9628508,,Robert DiLonardo,,,rdilonar@tampabay.rr.com,,List import
10795180,Inactive Investor,Scott Graham,Retirement Planning Specialist,"Equitable Advisors, LLC Greensboro NC 1175 Lower",scott.graham@equitable.com,,Salesforce
9571877,,Eric Spencer,,,eric.spencer@decalogcapital.com,,List import
11054166,Inactive Investor,Robert Woerner,,"CUSO Financial Services, L.P. Tampa FL 9927 Delaney Lake Dr",,,Salesforce
9583626,,Stephanie Lang,,,lang@homrichberg.com,,List import
10806512,Inactive Investor,Debra Krepps,Senior Registered Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,debra.k.saenz@morganstanley.com,,Salesforce
11153170,Inactive Investor,Mary Bennett,Senior Private Client Assistant,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,mkbennett@janney.com,,Salesforce
9574157,,Theresa James,,,jamest@wsu.edu,,List import
9601571,,hamidreza soheilimehr,,,hrsmmehr1377@gmail.com,,List import
10611148,,Jeffrey Desmarais,Financial Advisor,,jeffrey.desmarais@equitable.com,,List Import
10828386,Inactive Investor,Frank Vargas,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",frank.vargas@rbc.com,,Salesforce
10862472,Inactive Investor,Sheila Curtis,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11016150,Inactive Investor,Sarah Anderson,Wealth Management Advisor,"The Foundry Financial Group, Inc.",,,Salesforce
10932991,Inactive Investor,Victor Joffe,,"Monex Securities, Inc. San Antonio TX 18756 Stone Oak Pkwy",vjoffe@monexusa.com,,Salesforce
10953326,Inactive Investor,Jared Brown,Investment Advisor Representative;Senior Financial Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,,,Salesforce
10954740,Inactive Investor,Abbie Hunt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11067500,Inactive Investor,Anthony Beauchamp,,"Pruco Securities, LLC. Gulf Breeze FL 93 Bay Bridge Dr",anthony.beauchamp@prudential.com,,Salesforce
11087949,Inactive Investor,Marco Cruz,,J.P. Morgan Securities LLC Green Bay WI 2635 Libal St,marco.cruz@jpmorgan.com,,Salesforce
9589997,,Neelesh Champaneri,,,nchampaneri@wadefa.com,,List import
10881495,Inactive Investor,Stephen Webb,,GWN Securities Inc. Aurora CO Private Residence,swebb@gwnsecurities.com,,Salesforce
10964499,Inactive Investor,Julissa Ramirez Alarcon,,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",,,Salesforce
348931,,Christopher Campanella,Member,"Keystone Investment Advisors, Llc",ccampanella@keystoneinvestmentadvisors.com,412-217-6241,Manual List Upload
11121837,Inactive Investor,Elizabeth Hamaker,,"FBL Marketing Services, LLC Leon IA 118 N Main St",elizabeth.hampton@fbfs.com,,Salesforce
9635733,,Paul Chuong,,,paul.chuong@antares.com,,List import
10596831,Inactive Investor,Ulrik Singontiko,Vice President,Ulrik Singontiko,,,Salesforce
11034328,Inactive Investor,David Gregwer,,"Farmers Financial Solutions, LLC Grand Rapids MI 4195 E Paris Ave SE",,,Salesforce
10902963,Inactive Investor,Jonathan Foster,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",jonathan.foster@ml.com,,Salesforce
10941391,Inactive Investor,Michael Mata,,Jefferies LLC,,,Salesforce
9620214,,Ronak Domadia,,,domadiaronak181@gmail.com,,List import
332658,,Justin Saslaw,,TBD,justin@ribbit.com,6318824483,
10813678,Inactive Investor,Jared Simon,,Cetera Financial Specialists LLC Arlington Heights IL 1655 N Arlington Heights Rd,jared.simon@ceterafs.com,,Salesforce
185537,,Sina Ranjbar,,[Unknown],sinaranjbar@gmail.com,,source
9543125,,Bennie Wiley,,,empowerusall3@gmail.com,,List import
10949753,Inactive Investor,David Fisk,,"Farmers Financial Solutions, LLC Nampa ID 1511 N Park Centre Pl",dfisk@farmersagent.com,,Salesforce
11236625,Inactive Investor,Max May,Financial Advisor,"Trinity Portfolio Advisors, LLC",max@trinityportfolio.com,,Salesforce
148929,,Jamie Vrijhof-Droese,,[Unknown],jv@whvp.ch,,
10817805,Inactive Investor,Betty Smith,,PFS Investments Inc. Philadelphia PA 6400 Akron St,betty.smith@primerica.com,,Salesforce
10987862,Inactive Investor,Phillip Reynolds,,"Empower Financial Services, Inc",phillip.reynolds@empower.com,,Salesforce
11151023,Inactive Investor,Sid Hukic,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 6519 Quail Hill Pkwy",sid.hukic@ml.com,,Salesforce
10891625,Inactive Investor,Michael Pounds,,"Northwestern Mutual Investment Services, LLC Birmingham AL 2031 11th Ave S",michael.pounds@nm.com,,Salesforce
9565022,,Hillel Jaffe,,,hillel.jaffe@ms.com,,List import
11197106,Inactive Investor,Deidra McCollum,Secretary,"Wealth Management Northwest, Inc. Woodinville WA 16571 188th Ave NE",,,Salesforce
10758379,Inactive Investor,Daniel Fitzgerald,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,daniel.fitzgerald@fidelity.com,,Salesforce
10903604,Inactive Investor,Michael Trimble,Chief Compliance Officer;Manager;Member;Owner,International Financial Planning LLC Deer Island FL 17825 Live Oak Dr,,,Salesforce
10903573,Inactive Investor,Andrew Dorman,,Stirlingshire Investments,,,Salesforce
10784592,Inactive Investor,Jeffrey Klinger,,UBS Financial Services Inc. Incline Village NV 937 Tahoe Blvd,,,Salesforce
10867251,Inactive Investor,Ricardo Sanchez,,State Farm VP Management Corp. Miami FL 13755 SW 42nd St,rick.sanchez.bqb7@statefarm.com,,Salesforce
10872727,Inactive Investor,Julia Lee,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 3320 W Olympic Blvd",julia.lee2@ml.com,,Salesforce
11222549,,Ronald Weckbacher,,,rweckbacher@firstrepublic.com,,List Import
10956524,Inactive Investor,Shawn Smith,,"Wells Fargo Clearing Services, LLC Houston TX 1500 Waugh Dr",,,Salesforce
11085279,Inactive Investor,Nicholas Kinneston,,Cetera Financial Specialists LLC Burlington VT 171 Battery St,,,Salesforce
11096986,Inactive Investor,Thaddeus Lubbers,Chief Compliance Officer;Investment Advisor;Managing Member,"Ellija Capital Management, LLC",,,Salesforce
187438,,Jared Calvert,CCO,Bartlett & Co. Wealth Management Llc,jcalvert@bartlett1898.com,513-621-4612,Manual List Upload
11035365,Inactive Investor,Richard Paine,Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,richard_paine@glic.com,,Salesforce
11195417,Inactive Investor,Roger Matson,Managing Agent,"MCM Advisory, LLC Federal Way WA 31620 23rd Ave S",,,Salesforce
10972168,Inactive Investor,David Elbardissi,,Santander Securities LLC North Wales PA 1224 Welsh Rd,,,Salesforce
11108331,Inactive Investor,Robert McAdams,,"Raymond James Financial Services, Inc.",robert.mcadams@raymondjames.com,,Salesforce
11122350,Inactive Investor,L Shegoski,Managing Director - Wealth Management;Senior Institutional Consultant,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,marc.shegoski@ubs.com,,Salesforce
11022552,Inactive Investor,George Aita,,"Wells Fargo Clearing Services, LLC",george.aita@wellsfargoadvisors.com,,Salesforce
9563633,,Brian Biros,,,brianpbiros@gmail.com,,List import
11140237,Inactive Investor,Sanam Chaudhary,,J.P. Morgan Securities LLC Oakland CA 2051 Mountain Blvd,sanam.chaudhary@jpmorgan.com,,Salesforce
10770768,Inactive Investor,Brian Talyat,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",brian.talyat@nm.com,,Salesforce
11172788,Inactive Investor,Joshua Walston,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joshua_walston@vanguard.com,,Salesforce
10848324,Inactive Investor,Glenn Turner,Managing Director,hgTurner Associates LLC,,,Salesforce
349802,,Daintry Price,Senior Advisor,Conover Capital Management,daintryp@conovercapital.com,425-897-7100,Manual List Upload
11234037,Inactive Investor,Juliette Kheyfets,,"Sanford C. Bernstein & Co., LLC",juliette.kheyfets@bernstein.com,,Salesforce
10773696,Inactive Investor,Subir Barua,Financial Planner,"Pruco Securities, LLC. Olean NY Private Residence",subir.barua@prudential.com,,Salesforce
10908879,Inactive Investor,Thomas Hosey,,Country Capital Management Company Lagrange GA 100 S Lewis St,thomas.hosey@countryfinancial.com,,Salesforce
11084807,Inactive Investor,Valarie Hughes,Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,valarie.perretti@morganstanley.com,,Salesforce
11072362,Inactive Investor,Kenneth Kolosso,,"Hornor, Townsend & Kent, LLC Tulsa OK 4200 E Skelly Dr",kkolosso@htk.com,,Salesforce
10776968,Inactive Investor,Steven Barnes,Chief Compliance Officer;President;Wealth Advisor,Barnes Wealth Management Group,sbarnes@barneswealth.com,,Salesforce
11029557,Inactive Investor,Richard Thompson,,"Northwestern Mutual Investment Services, LLC Champaign IL 4120 Belmont Pt",richard.thompson@nm.com,,Salesforce
370965,,Toni Williamson,,United States,toni@thepoolstore.com,,Salesforce
11186414,Inactive Investor,Andrew Robin,,Goldman Sachs & Co.,andrew.robin@gs.com,,Salesforce
11150626,Inactive Investor,Arbnore Retkoceri Hoxha,,J.P. Morgan Securities LLC Chicago IL 350 W. Hubbard St,arbnore.retkocerihoxha@chase.com,,Salesforce
9564362,,Corey Law,,,corey@fullyvested.com,,List import
10828744,Inactive Investor,Matthew Leopold,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",matthew.leopold@nm.com,,Salesforce
10635436,Active Investor,Michael Campo,,Premier Company Builders LLC,campo@kw.com,,Salesforce
11218963,,Ronald Krueger,,,ronald.krueger@ceterafs.com,,Other
9613722,,Bill Flatley,,,bill.e.flatley@gmail.com,,List import
9580508,,Marlin Maclay,,,marlin.maclay@thrivent.com,,List import
335657,,Roger Insley,Chief Financial Officer,Moon Capital Management Lp,rinsley@mooncapital.com,212-652-4500,Manual List Upload
11057555,Inactive Investor,Rosalind Frazier,,"Grove Point Investments, LLC Bridgeville PA 1195 Washington Pike",,,Salesforce
11212536,Inactive Investor,Andrew Comins,Financial Planner,"Osaic FA, Inc. Rochester NY 200 Meridian Centre Blvd",andrew.comins@lfg.com,,Salesforce
11195188,Inactive Investor,Andrew Sullivan,Member,Quarterpoint Bozeman MT PO Box 430,,,Salesforce
11292897,,Khai PHAM,,,kupham92@gmail.com,,Web Form Fillout
10913805,Inactive Investor,Matthew Crisafulli,Investment Advisor Representative;Partner;Regulatory Contact,"ACap Asset Management, Inc.",mcrisafulli@acapam.com,,Salesforce
11208061,Inactive Investor,Kelli Mezzatesta,,Reid & Rudiger LLC,,,Salesforce
11138804,Inactive Investor,Manuel Madriz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",manuel.madriz@ml.com,,Salesforce
11229289,Inactive Investor,Matthew Schmidt,Associate Vice President - Investments,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",matt.schmidt@raymondjames.com,,Salesforce
10816986,Inactive Investor,John Bello,,"APW Capital, Inc.",john.bello@aurorapw.com,,Salesforce
9558396,,Art Art,,,drivegoigle77@gmail.com,,List import
11119033,Inactive Investor,Heather Noyes,Senior Vice President - Investments,"Raymond James & Associates, Inc. Panama City FL 101 W 5th St",heather.noyes@raymondjames.com,,Salesforce
10942419,Inactive Investor,Michael Vantusko,,LPL Financial LLC Scottsdale AZ Private Residence,michael.vantusko@lpl.com,,Salesforce
10808549,Inactive Investor,Scott Jones,,"Raymond James Financial Services, Inc. Westlake OH 191 American Blvd",scott.jones@raymondjames.com,,Salesforce
9566066,,Robert Mitnick,,,rmitnick@rseelaus.com,,List import
333140,,Charles Verruggio,Chief Investment Officer,Wolf Group,cverruggio@wolfgroupcapital.com,17035029500,Manual List Upload
10831317,Inactive Investor,David Ramos,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",david.ramos@nm.com,,Salesforce
9558350,,Michael Miller,,,michaelrmiller@financialguide.com,,List import
9592210,,drouth@cox.net Routh,,,drouth@cox.net,,List import
11082721,Inactive Investor,Christopher Ferguson,President,"Howard Capital Management, Inc.",,,Salesforce
9543471,,Yuyuan Zhu,,,anthony.zhu@troweprice.com,,List import
10954412,Inactive Investor,Jacqueline Latona,,"Truist Investment Services, Inc. Bradenton FL 1605 Lakewood Ranch Blvd",jacqueline.a.latona@wellsfargo.com,,Salesforce
11234980,Inactive Investor,Michael Parrinello,,"BCN Financial, Inc. Canyon Country CA 26825 Gwenalda Ln",mikep@bcnfin.com,,Salesforce
9543413,,Sumit Ahuj,,,sumit_ahuja@usa.net,,List import
10905959,Inactive Investor,Matthew Misson,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9573682,,Frank Messina,,,fmessina@sirfunds.com,,List import
10921406,Inactive Investor,Christopher Forney,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
371735,,Vinod Kashyap,,United States,vinodkashyap@outlook.com,,Salesforce
10922622,Inactive Investor,Corrinna Paxton,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kihei HI 1325 S Kihei Rd",corrinna.paxton@ampf.com,,Salesforce
11088831,Inactive Investor,James Owens,Managing Director,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",james.owens@raymondjames.com,,Salesforce
10893967,Inactive Investor,Dennis Munroe,,"Allstate Financial Services, LLC Northwood NH 648 First New Hampshire Tpke",dennismunroe@allstate.com,,Salesforce
9607861,,David Bauer,,,nadybug1979@aol.com,,List import
245872,,Not Provided,Attorney,House of Representatives,no1skins@aol.com,,Manual List Upload
11166857,Inactive Investor,Tyler Mann,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,tyler.mann@opco.com,,Salesforce
10994194,Inactive Investor,Cristina Fung Lai,,J.P. Morgan Securities LLC New York NY 333 E 23rd St,cristina.funglai@chase.com,,Salesforce
11190276,Inactive Investor,Jose Cruz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",jose.cruz@schwab.com,,Salesforce
10831280,Inactive Investor,Kerrie Milligan,Vice President - Investments,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",kerrie.milligan@raymondjames.com,,Salesforce
343176,,Robert Mcginty,"Chief Financial Officer, Partner, Supervisory Group Member",Kiltearn Partners,rmcginty@kiltearnpartners.com,011-441-314601040,Manual List Upload
11143993,Inactive Investor,Matthew Montana,,"HighTower Securities, LLC Madison CT 1291 Boston Post Rd",mmontana@hightoweradvisors.com,,Salesforce
54876,,Kevin Sims,"Financial Consultant, Investment Consultant",Fidelity Personal and Workplace Advisors,kevin.sims@fmr.com,,
9605517,,Richard Czop,,,rich@rccomputerconsulting.com,,List import
10909020,Inactive Investor,William Campbell,Chief Executive Officer,Cognitiant Registered Investment Advisors West Linn OR 5575 McKillican Ln,,,Salesforce
341304,,Bruce Milam,Chief Operating Officer,"Freestone Capital Management, Llc",bruce.m@freestonecapital.com,206-707-7300,Manual List Upload
11015322,Inactive Investor,Andrew Chrysler,,"Osaic Wealth, Inc. Apalachin NY Private Residence",,,Salesforce
10761619,Inactive Investor,David Nuddle,Branch Manager;First Vice President - Wealth Management,Janney Montgomery Scott LLC Wyncote PA 8101 Washington Ln,dnuddle@janney.com,,Salesforce
10965152,Inactive Investor,Nicholas Robinson,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",nicholas.robinson@ml.com,,Salesforce
225731,,Vijay Rakesh,,[[Unknown]],vijay.rakesh@us.mizuho-sc.com,,Initial Salesforce Import
10768525,Inactive Investor,John Posey,Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,john.posey@ubs.com,,Salesforce
10807437,Inactive Investor,Steven Rossi,Executive Director;Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,steven.rossi@ubs.com,,Salesforce
11044293,Inactive Investor,Carl Davis,Financial Advisor,"Ameriprise Financial Services, LLC El Segundo CA 2301 Rosecrans Ave",carl.h.davis@ampf.com,,Salesforce
11136985,Inactive Investor,Joseph Bean,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11009001,Inactive Investor,Ronnie Franks,,"Osaic FA, Inc. Silver Spring MD 8403 Colesville Rd",ronnie.franks@lfg.com,,Salesforce
11203558,Inactive Investor,Sean Hendricks,Chief Compliance Officer;Financial Advisor,Hendricks Wealth and Estate Management,shendricks@jghfs.com,,Salesforce
9560465,,Mohamad Abdallah,,,mohdsabdallah@gmail.com,,List import
9584833,,Tony Kim,,,tkim@wealthstaradvisors.com,,List import
339950,,Alexander Dunev,Managing Partner,Park Cities Advisors Llc,adunev@parkcitiesmgmt.com,469-249-1000,Manual List Upload
11031968,Inactive Investor,Antonella Pisano Contreras,,"Folionet Financial, LLC",,,Salesforce
11116985,Inactive Investor,Jorge Machado,Financial Professional,"Pruco Securities, LLC. Hialeah FL 7900 NW 155th St",jorge.machado@prudential.com,,Salesforce
10760654,Inactive Investor,Paul Dery,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,paul.dery@fidelity.com,,Salesforce
10963031,Inactive Investor,Christiana Mafoitan,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,christiana.mafoitan@jpmorgan.com,,Salesforce
11042096,Inactive Investor,Derek Brinkman,Financial Advisor,Edward Jones Savage MN 6001 Egan Dr,derek.brinkman@edwardjones.com,,Salesforce
10996509,Inactive Investor,Thomas Ponce,,Prosperity Capital Advisors Saint Louis MO 12444 Powerscourt Dr,,,Salesforce
10774305,Inactive Investor,Julie Kandel-Pogue,Financial Advisor;Financial Planning Specialist,Morgan Stanley Pensacola FL 850 S Palafox St,julie.kandel@morganstanley.com,,Salesforce
10823433,Inactive Investor,Diana Joyce,,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,diana.joyce@morganstanley.com,,Salesforce
11020371,Inactive Investor,Lily Anderson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lily_anderson@vanguard.com,,Salesforce
11090341,Inactive Investor,Landon Archangelo,,GFG Solutions Tampa FL Private Residence,landon@gfgsolutions.com,,Salesforce
11220493,,Alexandra Negru,,,alexandra.negru@ml.com,,Other
196504,,Stephen Springer,,Cuttingedgetimbers llc,bridgestreetlawncare@gmail.com,6149569615,Organic Search
9583061,,mehran khan,,,mehranncust@gmail.com,,List import
10865505,Inactive Investor,John Myers,Risk and Supervision Officer,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
246026,,Not Provided,Assistant General Counsel,TeraWulf Inc.,c.liebolt@gmail.com,,Manual List Upload
10981071,Inactive Investor,Yuji Kanazawa,,"U.S. Bancorp Investments, Inc. Torrance CA 990 W 190th St",yuji.kanazawa@usbank.com,,Salesforce
158195,,Karyn Geringer,,[Unknown],karyngeringer@yahoo.com,,
11093862,Inactive Investor,Ralph Luchterhand,Financial Advisor,LPL Financial LLC Canby OR 358 NW 1st Ave,ralph.luchterhand@lpl.com,,Salesforce
11095517,Inactive Investor,Consuela Brown,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",consuela.brown@equitable.com,,Salesforce
11068086,Inactive Investor,Brandy Boone,Paraplanner,"Ameriprise Financial Services, LLC Ormond Beach FL 1400 Hand Ave",brandy.2.boone@ampf.com,,Salesforce
11148612,Inactive Investor,Sajal Shrestha,Financial Professional,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",sazshrestha@financialguide.com,,Salesforce
10903547,Inactive Investor,Steven Kreitz,,"Osaic Wealth, Inc. Rosemount MN Private Residence",,,Salesforce
9627151,,Lisa Matthews,,,lisa.matthews@fda.hhs.gov,,List import
9554782,,alain babey,,,alain.babey@gmail.com,,List import
11018677,Inactive Investor,Ryan Crosby,Financial Professional,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",ryan.crosby@equitable.com,,Salesforce
9547244,,Aluzan Steller,,,aluzansteller@gmail.com,,List import
10761545,Inactive Investor,Michael Melo,Assistant Vice President;Financial Planning Associate;Wealth Management Associate,Morgan Stanley Portland ME 100 Middle St,michael.melo@morganstanley.com,,Salesforce
11010888,Inactive Investor,Jonathan Niola,,"Transamerica Financial Advisors, Inc",,,Salesforce
10958845,Inactive Investor,Basil Hussein,Relationship Manager,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,basil.hussein@citi.com,,Salesforce
10825168,Inactive Investor,Ben E Taatjes,,"Avantax Investment Services, Inc. Willmar MN 1104 19th Ave Sw",,,Salesforce
11106312,Inactive Investor,Bo Zhang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
10778784,Inactive Investor,Carla Greenwood,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",carla_greenwood@ml.com,,Salesforce
10871713,Inactive Investor,C Schweppe,,State Farm VP Management Corp. Cincinnati OH 5956 Glenway Ave,mike.schweppe.ctib@statefarm.com,,Salesforce
350910,,Brian Kahley,Vice President,"K2/d&s Management Co., L.l.c.",brian.kahley@franklintempleton.com,203-348-5252,Manual List Upload
11038811,Inactive Investor,John Wallace,,"Hennion & Walsh, Inc.",jwallace@hennionandwalsh.com,,Salesforce
9630461,,Nicolas Bust,,,nicobejarano13@gmail.com,,List import
11137258,Inactive Investor,Deric Miller,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11125436,Inactive Investor,Neil Rabb,,LPL Financial LLC Asheboro NC 125 Worth St,neil.rabb@lpl.com,,Salesforce
11035619,Inactive Investor,Stephen Brainerd,Portfolio Associate,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,stephen.brainerd@morganstanley.com,,Salesforce
9578585,,Cynthia Roberts,,,cynthia@gagnonsec.com,,List import
9568474,,gary allen,,,sidewaller@msn.com,,List import
10486879,,Kaci Boyer,"Managing Director, Principal",Neuberger Berman BD LLC,kboyer@nb.com,,List Import
9578952,,Robert leas,,,cleas@arboretumcf.com,,List import
11070783,Inactive Investor,Zachary Babcock,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10866580,Inactive Investor,Lamont Change,Chief Compliance Officer;President,"The Change Advisory Group, LLC",,,Salesforce
11183932,Inactive Investor,Lawrence Shanker,Legal Counsel;Shareholder,"ShankerValleau Wealth Advisors, Inc.",lshanker@shankervalleau.com,,Salesforce
10926912,Inactive Investor,Matthew Struthers,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,,,Salesforce
11036347,Inactive Investor,Patrick Culhane,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,pjculhane@ft.newyorklife.com,,Salesforce
10991501,Inactive Investor,Jeffrey Garber,,PFS Investments Inc. Chalfont PA 31 Oak Ave,jeffrey.garber@primerica.com,,Salesforce
10886743,Inactive Investor,David Fellows,,"Raymond James Financial Services, Inc. Boulder CO 1212 Pearl St",david.fellows@raymondjames.com,,Salesforce
11217220,,Jim Doyle,,,jim.doyle@lfg.com,,Other
11024886,Inactive Investor,Calvin Isaak,,"Isaak Bond Investments, Inc.",,,Salesforce
10911638,Inactive Investor,Jihong Tong,,"Transamerica Financial Advisors, Inc Morrisville NC 630 Davis Dr",jihong.tong@tfaconnect.com,,Salesforce
10876783,Inactive Investor,Arthur Darby,,Citigroup Global Markets Inc.,arthur.darby@citi.com,,Salesforce
11177365,Inactive Investor,Samantha Dalton,,Cetera Financial Specialists LLC Saint Louis MO 3660 S Geyer Rd,samantha.dalton@ceterafs.com,,Salesforce
216962,,Jerry Boy,,[Unknown],j45637056@gmail.com,,Event
10816063,Inactive Investor,Thomas Barrett,Chief Investment Officer,"Biechele Royce Advisors, Inc.",tbarrett@biechele-royce.com,,Salesforce
9585885,,Brent Robertson,,,b.robertson@fi.com,,List import
11022492,Inactive Investor,Jean Musselman,,PFS Investments Inc. Wilmington DE 5301 Limestone Rd,jmusselman@primerica.com,,Salesforce
11008442,Inactive Investor,Keith Koeneman,,"M&A Securities Group, Inc.",,,Salesforce
10926763,Inactive Investor,William Farrance,,"Hazard & Siegel, Inc. Fayetteville NY 7076 Cedar Bay Rd",wfarrance@hazardsiegel.com,,Salesforce
10786567,Inactive Investor,Joseph Simmel,,Goldman Sachs & Co.,joseph.simmel@gs.com,,Salesforce
10894612,Inactive Investor,Robert Sklaver,Financial Advisor,"Charles Schwab & Co., Inc. Apollo Beach FL Private Residence",robert.sklaver@schwab.com,,Salesforce
11133850,Inactive Investor,Ashley Langan,,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,alangan@dadco.com,,Salesforce
10968084,Inactive Investor,Kelly Shelgren,Investment Advisor Representative,Lincoln Investment Renton WA 3900 E Valley Rd,kshelgren@lincolninvestment.com,,Salesforce
10812293,Inactive Investor,Laura Carroll,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10780113,Inactive Investor,Gregg Noyan,Private Banker,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,gregg.noyan@jpmorgan.com,,Salesforce
11206976,Inactive Investor,Aaron Buitron Romero,,"Banorte Securities International, LTD. Spring TX 9950 Woodloch Forest Dr",,,Salesforce
9617737,,James Mooney,,,jmooney@carlsoncapital.com,,List import
10957317,Inactive Investor,Michael Triana,Associate,Edward Jones Orlando FL 2901 Curry Ford Rd,mike.triana@edwardjones.com,,Salesforce
1002082,Inactive Investor,Carlos Cabrera,Founder,JOIA Investments,ccabrera@joiainvestments.com, +1 201 410 3751,Database Upload
9636879,,Jason Rolence,,,jason.rolence@premisecapital.com,,List import
11222064,,Jamie Stolz,,,jamie@tandemgrowth.com,,List Import
10798556,Inactive Investor,James Wiley-Frohmader,Assistant Vice President,Morgan Stanley New York NY 399 Park Ave,james.wiley-frohmader@morganstanley.com,,Salesforce
9584927,,George Bonney,,,george.bonney@lighthousegh.com,,List import
11093305,Inactive Investor,Gabriella Georgescu,,PFS Investments Inc. Brandon FL 1458-A Oakfield Dr,gabriella.georgescu@primerica.com,,Salesforce
11155301,Inactive Investor,Michael Hershey,Managing Director;Wealth Partner,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,michael.b.hershey@jpmorgan.com,,Salesforce
11072842,Inactive Investor,Bret Mickel,,Lincoln Investment Belleview FL 11316 SE 62nd Ave,bmickel@lincolninvestment.com,,Salesforce
11113450,Inactive Investor,Nellie Forst,,Lincoln Investment,,,Salesforce
10796513,Inactive Investor,Anthony Nye,Senior Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,anthony.nye@ubs.com,,Salesforce
10887220,Inactive Investor,Anthony Larocca,,"Cambridge Investment Research, Inc. Clinton Township MI 39600 Garfield Rd",,,Salesforce
10797793,Inactive Investor,Timothy Stephens,,Goldman Sachs & Co. Troy MI 1301 W Long Lake Rd,,,Salesforce
10860746,Inactive Investor,Kimberly Visco,,LPL Financial LLC Mount Laurel NJ 9000 Midlantic Dr,kimberly.visco@lpl.com,,Salesforce
11015936,Inactive Investor,Travis Guerry,,Commonwealth Financial Network Wilmington NC 3301 Tipton Ct,tguerry@commonwealth.com,,Salesforce
9557668,,Corinne Hutchinson,,,cissyhutchinson@synovus.com,,List import
10837498,Inactive Investor,Dean Harman,,"Osaic Wealth, Inc. Spring TX 1725 Hughes Landing Blvd",,,Salesforce
10788490,Inactive Investor,Michael Lewis,Private Client Advisor,J.P. Morgan Securities LLC Tampa FL 11650 Countryway Blvd,michael.l2.lewis@jpmorgan.com,,Salesforce
10887594,Inactive Investor,Bryan Austin,Director;Private Wealth Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",,,Salesforce
9568569,,Tony Stark,,,c1noej@yahoo.com,,List import
11104403,Inactive Investor,Timothy Smith,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",tim.a.smith@nm.com,,Salesforce
10768511,Inactive Investor,Donald Booth,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,donald.booth@fidelity.com,,Salesforce
10838397,Inactive Investor,Anthony Smiley,,"Avantax Investment Services, Inc. Brazil IN 725 S Forest Ave",,,Salesforce
10798055,Inactive Investor,William Driver,,Commonwealth Financial Network Seattle WA 111 Queen Anne Ave N,wdriver@commonwealth.com,,Salesforce
11005274,Inactive Investor,William Rica,Associate;Financial Planning Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11229566,Inactive Investor,Jacob Harsany,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",jacob.harsany@nm.com,,Salesforce
335125,,Brian Nold,Trustee,"Column Park Asset Management, Lp",brian.nold@columnpark.com,646-650-5110,Manual List Upload
155814,,Alexander Zim,,[Unknown],alexlzim@gmail.com,,
10783563,Inactive Investor,Richard Horn,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,richard.horn@morganstanley.com,,Salesforce
11223299,,Christopher Caputo,,,ccaputo@integrityfi.com,,List import
9606923,,Zach Lawrence,,,xordakic@protonmail.ch,,List import
9557576,,Fred Grischott,,,fred.grischott@cnb.com,,List import
10973296,Inactive Investor,Austin Miller,,J.P. Morgan Securities LLC Loveland CO 200 E 7th St,,,Salesforce
9563733,,John Gordon,,,john.gordon@mercer.com,,List import
9630761,,Todd Brenn,,,todd.brenn@yahoo.com,,List import
10991918,Inactive Investor,Dustin Vickerman,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",dustin.vickerman@nm.com,,Salesforce
11096981,Inactive Investor,Nicholas Clay,Financial Advisor;Managing Partner;Member;Partner;Regulatory Contact,"BCS Wealth Management, LLC",nclay@bcswealth.com,,Salesforce
10809838,Inactive Investor,Paul Keats,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",paul.keats@rbc.com,,Salesforce
10988191,Inactive Investor,Christopher Derouin,,Commonwealth Financial Network Warwick RI 300 Metro Center Blvd,cderouin@commonwealth.com,,Salesforce
11239200,Inactive Investor,Douglas Olds,,"Guest, Olds And West, Plc",doug.olds@gowcpa.com,,Salesforce
10661766,,Adam Faust,,,adam@dbfchicago.com,,List Import
9547688,,Brett Courtmanche,,,bcourtmanche@massmutual.com,,List import
10892630,Inactive Investor,Rose Dilecce,,"J.W. Cole Financial, Inc. Rockledge FL 190 McIver Ln",,,Salesforce
9546474,,Stacy Smith,,,stacy.smith@uboc.com,,List import
10957582,Inactive Investor,Gerardo Garza,,MWA Financial Services Inc. Laredo TX 709 E Calton Rd,gerardo.garza@modern-woodmen.org,,Salesforce
9590691,,Madhukar Hadkar,,,mah67madh@gmail.com,,List import
11236300,Inactive Investor,Timothy Sparks,Investment Advisor Representative,"Sound Income Strategies, LLC",,,Salesforce
11121871,Inactive Investor,Dmitry Isenberg,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",dmitry.isenberg@ml.com,,Salesforce
11217284,,Arron Reid,,,arron.reid@lfg.com,,Other
11070688,Inactive Investor,Zachary Henderson,,"Wells Fargo Clearing Services, LLC Land O'Lakes FL 17907 Aprile Dr",,,Salesforce
195725,,Jacolbi Miranda,,[Unknown],kingjacolbi@icloud.com,,source
10807806,Inactive Investor,Jeffrey McAdams,,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",jeffrey.mcadams@raymondjames.com,,Salesforce
9605273,,Johnny Tran,,,johnnytran8888@gmail.com,,List import
10835618,Inactive Investor,Steven Hendrickson,Financial Advisor;Partner,"Navigate Private Wealth, LLC",swhendrickson@navpw.com,,Salesforce
10769676,Inactive Investor,Barry Mendel,Chief Compliance Officer;Chief Investment Officer;President,Mendel Money Management Inc,barry@mendelmoney.com,,Salesforce
9543734,,TOM WALSH,,,tomwalsh@synovus.com,,List import
11002229,Inactive Investor,Kraig Burr,,"American Fidelity Securities, Inc.",kraig.burr@af-group.com,,Salesforce
10790008,Inactive Investor,John Lang,Financial Advisor,Edward Jones Lake City MN 800 W Lyon Ave,john.lang@edwardjones.com,,Salesforce
9641158,,Tremayne Sullivan,,,trey01895@gmail.com,,List import
9599981,,Ryan Griffith,,,rgriffith@tdpfund.com,,List import
9613264,,Emily Stent,,,estent@williamblair.com,,List import
10868382,Inactive Investor,Francis Viglione,Financial Professional,"MML Investors Services, LLC Staten Island NY 2 Teleport Dr",fviglione@financialguide.com,,Salesforce
10814313,Inactive Investor,James Zoller,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",james.zoller@nm.com,,Salesforce
10973589,Inactive Investor,Larry Macy,,"Osaic Wealth, Inc. Fort Worth TX Private Residence",,,Salesforce
10902796,Inactive Investor,Marybeth Petrell,Chief Compliance Officer;Managing Partner,Strategic Wealth Advisors,marybeth@strategicwealthadvisors.net,,Salesforce
2500,,Craig Nemiroff,Analyst,"MAK Capital One, LLC",cnemiroff@makcap.com,1-212-486-3218,Initial Salesforce Import
9551602,,Maritza Nevarez,,,m.nevarez@transamerica.com,,List import
10695926,,Carolina Kulish,,"BALANZ Uruguay Agente de
Valores SA",ckulish@kapawm.com,,List import
10968339,Inactive Investor,Hanane Bettahi,Private Client Advisor,J.P. Morgan Securities LLC Antioch CA 3206 Delta Fair Blvd,hanane.bettahi@jpmorgan.com,,Salesforce
10806348,Inactive Investor,Paul Decoursey,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",pdecoursey@financialguide.com,,Salesforce
11065165,Inactive Investor,Michael Folkert,,State Farm VP Management Corp. Jenison MI 7653 Riverview Dr,mike.folkert.ml5o@statefarm.com,,Salesforce
11204323,Inactive Investor,Lemuel Collins,,PFS Investments Inc. Louisville KY 4229 Bardstown Rd,lemuelkeith.collins@primerica.com,,Salesforce
11112258,Inactive Investor,Jalaya Joyner,,J.P. Morgan Securities LLC Drexel Hill PA 4996 State Rd,jalaya.joyner@jpmorgan.com,,Salesforce
10786724,Inactive Investor,Oladokun Ajaiyeoba,,Citigroup Global Markets Inc.,oladokun.ajaiyeoba@citigroup.com,,Salesforce
10900641,Inactive Investor,Marie Laurion,Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 133 Maple Ave E",marie.i.laurion@ampf.com,,Salesforce
9625382,,James Hunter,,,jrmero1@gmail.com,,List import
11119052,Inactive Investor,Jay Polson,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",,,Salesforce
10974900,Inactive Investor,Will Graboyes,,Jefferies LLC,wgraboyes@jefferies.com,,Salesforce
10951078,Inactive Investor,Gretchen Gordon,Financial Advisor,TD Private Client Wealth LLC Melville NY 324 S Service Rd,gretchen.gordon@td.com,,Salesforce
10786167,Inactive Investor,Mindy Vance,,The Huntington Investment Company Ottawa OH 332 E Main St,mindy.vance@huntington.com,,Salesforce
10690913,,Alfred A Vitiello,,,alfredcms@msn.com,,Web Form Fillout
10657501,,Angelo Angelopoulos,,,aangelopoulo@ft.newyorklife.com,,List Import
11117661,Inactive Investor,Roger Park,Financial Advisor,"Ameriprise Financial Services, LLC Long Beach CA 3900 Kilroy Airport Way",roger.p.park@ampf.com,,Salesforce
11144043,Inactive Investor,Vaughn Reynolds,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",vaughn.reynolds@ml.com,,Salesforce
9642418,,Srini Surendranath,,,ssrini@live.com,,List import
10796292,Inactive Investor,Amy Freeburg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",amy_freeburg@ml.com,,Salesforce
11239133,Inactive Investor,Margaret Monckton,,George K. Baum & Company,monckton@gkbaum.com,,Salesforce
11135055,Inactive Investor,Jason Batchelder,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 33493 W 14 Mile Rd",jason.n.batchelder@ampf.com,,Salesforce
10775165,Inactive Investor,Rochelle Cairo,,"Truist Investment Services, Inc. Sarasota FL 1777 Main St",shelley.cairo@truist.com,,Salesforce
9618665,,Ron Lemons,,,rlemons@southshorehf.com,,List import
10754058,Inactive Investor,Isaac Williams,Financial Advisor,Edward Jones Mount Vernon WA 227 Freeway Dr,isaac.williams@edwardjones.com,,Salesforce
347678,,John Brais,Managing Member,"Horizon Financial Services, Llc",john.brais@horizonfs.com,336-659-7060,Manual List Upload
10777632,Inactive Investor,MarieElena Ness,,"Haverford Trust Securities, Inc.",mness@haverfordtrust.com,,Salesforce
11044107,Inactive Investor,William Taylor,Financial Advisor,Edward Jones Villa Rica GA 104A S Carroll Rd,kinney.taylor@edwardjones.com,,Salesforce
759,,,,,bradharrell67194@gmx.de,,
9560856,,Michael Zulinski,,,mzulinski@sigmarep.com,,List import
9597688,,Paul Carroll,,,paul@ewealthmgmt.com,,List import
172532,,Sivakumar Krishnamurthy,,[Unknown],siva25964@gmail.com,,
9638843,,Kate Spikes,,,kspikes@lsufoundation.org,,List import
10643925,,Kathy Borkovec,,,kathy.borkovec@schwab.com,,List Import
10791881,Inactive Investor,Christina Kopec,,Goldman Sachs & Co.,christina.kopec@gs.com,,Salesforce
10828001,Inactive Investor,Ian Gordon,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",ian.gordon@nm.com,,Salesforce
11221206,,Ted Cox,,,ted.cox@cnr.com,,List Import
11067403,Inactive Investor,Kelly Matz,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,kelly.matz.nwct@statefarm.com,,Salesforce
217641,,Jack Graves,Professor,Syracuse University College of Law,jackmgraves@gmail.com,,Content
11066794,Inactive Investor,Monica Pedano,Wealth Advisor,"Independence Square Holdings, LLC",mpedano@indsquare.com,,Salesforce
11107956,Inactive Investor,Rachel Aviles,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",rachel.aviles@ml.com,,Salesforce
11162513,Inactive Investor,Abraham Gandarilla,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,,,Salesforce
9562302,,Alejandro Llanca,,,alejandrollanca@gmail.com,,List import
11169327,Inactive Investor,William Anderson,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
337298,,Michael Collins,,WinCap Financial,mcollins@wincapfinancial.com,,
10952173,Inactive Investor,Brianne Smith,Wealth Advisor,"RFG Advisory, LLC Montgomery AL 8191 Seaton Pl",bsmith@rfgadvisory.com,,Salesforce
10916511,Inactive Investor,William McCullough,Financial Advisor,LPL Financial LLC Clarion PA 730 Main St,william.mccullough@lpl.com,,Salesforce
181024,,shaun maslin,,[Unknown],shaunmailbox@protonmail.com,,Organic Search
352505,,Joe Debauche,,Sjhl Financial Group,jdebauche@sjhl.com,620-241-1826,Manual List Upload
10938937,Inactive Investor,Nickolas Work,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11200219,Inactive Investor,Daniel Rooner,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",daniel.rooner@equitable.com,,Salesforce
10946532,Inactive Investor,Francis Abanga,,"Citizens Securities, Inc. Yonkers NY 778 Yonkers Ave",francis.abanga@citizensbank.com,,Salesforce
346319,,Andrew Okun,President,"Watermark Group, Inc.",andrew@watermarkgroup.com,609-683-8200,Manual List Upload
11096299,Inactive Investor,Ryan Amanati,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",ryan.amanati@ml.com,,Salesforce
342916,,Richard Hanan,Business Development Manager,Lfm Capital,richard@lfmcapital.com,615-983-6294,Manual List Upload
10761348,Inactive Investor,Lori Mazeas,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",lori_pemberton@ml.com,,Salesforce
11018585,Inactive Investor,Kayla Tillson,,PFS Investments Inc. Tempe AZ 2245 W University Dr,ktillson@primerica.com,,Salesforce
10819401,Inactive Investor,Lotay Yang,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,Black Card Circle,,,Salesforce
11181192,Inactive Investor,Jeffrey Heun,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,jeffrey.heun@morganstanley.com,,Salesforce
9627170,,khaled jadalla,,,khaled.jadalla@hotmail.com,,List import
9642171,,Steve Herbert,,,chevytahoesteve@gmail.com,,List import
9556383,,Brandon Kerndt,,,bkerndt@mesirowfinancial.com,,List import
9555001,,Garret Campbell,,,garret.campbell@thrivent.com,,List import
11171780,Inactive Investor,Jason Bowman,Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,jason.bowman@jpmorgan.com,,Salesforce
11113664,Inactive Investor,Hasmig Boyajian,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",hasmig.boyajian@tiaa.org,,Salesforce
10940467,Inactive Investor,Abigail Kaufman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10772108,Inactive Investor,Nicholas Mavro,Private Client Advisor,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,nick.n.mavro@jpmorgan.com,,Salesforce
11115785,Inactive Investor,Christopher Owens,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 2800 3rd Ave",christopher.d.owens@wellsfargo.com,,Salesforce
11024362,Inactive Investor,Melynda Anderle Moore,,State Farm VP Management Corp. Wichita Falls TX 4601 Kell Blvd,mindy.anderle.p4ja@statefarm.com,,Salesforce
11198583,Inactive Investor,John Trecaso,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Akron OH 2311 W Market St",john.trecaso@ampf.com,,Salesforce
10815727,Inactive Investor,David Oberg,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",david.oberg@wellsfargoadvisors.com,,Salesforce
11085784,Inactive Investor,James Giliberto,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,jgiliberto@ft.newyorklife.com,,Salesforce
10857944,Inactive Investor,Aaron Matheny,Owner;Partner,"Capital Strategies Group, LLC",,,Salesforce
11134727,Inactive Investor,Lillian Pagan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10885141,Inactive Investor,Meredith Carbrey,Director;Senior Wealth Advisor,Bedel Financial Consulting Inc,mcarbrey@bedelfinancial.com,,Salesforce
10833732,Inactive Investor,Daniel Winslow,Chief Compliance Officer;Financial Planner;Member,Winslow Financial LLC,dan.winslow@winslow-financial.com,,Salesforce
11043182,Inactive Investor,Pavlo Yanytskyy,Financial Advisor,"Ameriprise Financial Services, LLC Joliet IL 34 Uno Cir",pavlo.yanytskyy@ampf.com,,Salesforce
10870375,Inactive Investor,Satyanarayana Malla,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",satyanarayana.malla@prudential.com,,Salesforce
10955507,Inactive Investor,Christina Kruse,,"Charles Schwab & Co., Inc. Ft Worth TX Private Residence",,,Salesforce
348548,,James Petrusky,,"SunTrust Advisory Services, Inc.",james.petrusky@suntrust.com,407-430-4950,
11000196,Inactive Investor,Mark Mrochek,Financial Professional,"Pruco Securities, LLC. West Chester OH 9078 Union Centre Blvd",mark.mrochek@prudential.com,,Salesforce
10871193,Inactive Investor,William Shapiro,Vice President - Investments,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
9594451,,Ralph Good,,,ralph.good@stewardpartners.com,,List import
11101066,Inactive Investor,Michael Shahan,Financial Professional,SageSpring Wealth Partners,dean.shahan@swinvestmentgroup.com,,Salesforce
10978847,Inactive Investor,Phillip Reed,,J.P. Morgan Securities LLC Northfield OH 8261 Golden Link Blvd,phillip.reed@jpmorgan.com,,Salesforce
339233,,Yvonne Dildine,Chief Financial Officer,"The Pacific Financial Group, Inc.",yvonne@tpfg.com,425-451-7722,Manual List Upload
10980382,Inactive Investor,Rupal Poltack,,Arvest Wealth Management Bentonville AR 201 NE A St,rpoltack@arvest.com,,Salesforce
10799868,Inactive Investor,Myron Bond,Client Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,myron.bond@ubs.com,,Salesforce
11170377,Inactive Investor,Brian Marchini,Financial Advisor,Money Concepts Capital Corp,bmarchini@moneyconcepts.com,,Salesforce
10802993,Inactive Investor,Lauren Madia,Senior Registered Associate,UBS Financial Services Inc. New York NY 299 Park Ave,lauren.madia@ubs.com,,Salesforce
240792,,Deaton Holly,,[Unknown],holly.deaton@institutionalinvestor.com,,Event
10759299,Inactive Investor,Andrew Signa,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,andrew.j.signa@jpmorgan.com,,Salesforce
216159,,Trey Thompson,"Product Manager, Managed Investments",Edward Jones,trey.thompson@edwardjones.com,,Event
11144789,Inactive Investor,Terence Reynolds,Executive Director;Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,terence.reynolds@morganstanley.com,,Salesforce
10910039,Inactive Investor,Melissa Imhaus,Chief Compliance Officer;President,Imhaus Investment Advisors,melissa@imhaus.com,,Salesforce
10868915,Inactive Investor,David Cerchio,Financial Advisor,Park Avenue Securities LLC Cranford NJ 1150 Raritan Rd,david_cerchio@glic.com,,Salesforce
10658497,,Brent Prather,,,bprather@financialguide.com,,List Import
11198888,Inactive Investor,David Gioffreda,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",david.l.gioffreda@ampf.com,,Salesforce
11260963,Inactive Investor,Will Odland,Financial Advisor,"Inspire Advisors, LLC Buffalo MN 107 Center Dr",willodland@vermwealth.com,,Salesforce
10762964,Inactive Investor,Melvin Finkelstein,Financial Advisor;Vice President - Private Client Group,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,mfinkelstein@janney.com,,Salesforce
11146340,Inactive Investor,Dawn Lazarus,Advisor,Lindberg & Ripple West Hartford CT 29 S Main St,enj@linrip.com,,Salesforce
11097566,Inactive Investor,Brian Worley,Chief Compliance Officer;Managing Partner;Wealth Advisor,The Martin Worley Group,brian@martinworley.com,,Salesforce
11216954,,Jason Tauber,,,jtauber@nb.com,,Other
11072112,Inactive Investor,Mark Ratay,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,mark.ratay@morganstanley.com,,Salesforce
9553732,,Hongru Zeng,,,zenghongru@gmail.com,,List import
11166366,Inactive Investor,Keith Hardock,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11011537,Inactive Investor,Liliana Garcia-Montes,,J.P. Morgan Securities LLC Cardiff by the Sea CA 2003 San Elijo Ave,liliana.garcia@jpmorgan.com,,Salesforce
10857700,Inactive Investor,Thomas Dickson,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,thomas.r.dickson@ubs.com,,Salesforce
9590859,,Roger Sole Rafols,,,roger.sole.rafols@gmail.com,,List import
10955905,Inactive Investor,Shane Buckler,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10958601,Inactive Investor,Noah Schwartz,Managing Member;Managing Partner,"Magnolia Private Wealth, LLC Newtown CT 14 Church Hill Rd",nschwartz@magnoliapw.com,,Salesforce
11130442,Inactive Investor,Bernard Adam,,Cetera Advisor Networks LLC Spring TX 26002 Budde Rd,,,Salesforce
10878355,Inactive Investor,Monica Bellner,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10905735,Inactive Investor,Jonathan Hoag,,HBW Advisory Services LLC Bixby OK 4641 E 143rd Pl S,jonathan.hoag@hbwadvisory.com,,Salesforce
10616272,,Jeffrey Herr,,,jeffrey.herr@ml.com,,List Import
11076080,Inactive Investor,Kaleel George,Owner,George Financial Services,kelly@georgefinancialservices.com,,Salesforce
11132736,Inactive Investor,Bryce Widhalm,,D.A. Davidson & Co.,,,Salesforce
8480788,,Garrett Haney,,Edward Jones,garrett.haney@edwardjones.com,(910) 794-7931,List Import
11184643,Inactive Investor,Cheryl Burbano,Financial Advisor,"Ameriprise Financial Services, LLC Wesley Chapel FL 28943 State Road 54",cheryl.m.burbano@ampf.com,,Salesforce
11139827,Inactive Investor,Jennifer Nolan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",jennifer_nolan@ml.com,,Salesforce
9592745,,Hans Muster,,,info@tensionstate.com,,List import
11120303,Inactive Investor,Samuel Moser,Financial Consultant;Vice President,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",samuel.moser@equitable.com,,Salesforce
111447,,Donny Peper,,Clear Commercial Advisors,donnypeper@gmail.com,6023126261,Organic Search
10979152,Inactive Investor,Ryan Goss,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Richmond VA 6802 Paragon Pl",ryan.goss@tiaa.org,,Salesforce
10656926,,Maria Fides Balita,,,mariafides.balita@tfaconnect.com,,List Import
10845600,Inactive Investor,Maureen Dodd,Senior Client Associate;Vice President,Rockefeller Financial LLC Loveland OH Private Residence,mdodd@rockco.com,,Salesforce
10783278,Inactive Investor,Racine Rikard,,PFS Investments Inc. Decatur GA 5304 Panola Industrial Blvd,racine.rikard@primerica.com,,Salesforce
9574490,,Michaelene Holder,,,mhm@mhmhealthconsultancy.com,,List import
9541564,,helga hahneiser,,,j-littlejs@sbcglobal.net,,List import
9629234,,Dannie King,,,dannielee224@icloud.com,,List import
11221158,,Jayme Fowler,,,jfowler@pinnacleholdings.net,,List Import
10868207,Inactive Investor,John Tutt,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 5200 Willson Rd",,,Salesforce
11025921,Inactive Investor,Lyle Fitterer,Managing Director;Senior Portfolio Manager,Robert W. Baird & Co. Incorporated,lfitterer@rwbaird.com,,Salesforce
10853999,Inactive Investor,Michael Vandenbossche,Chief Investment Officer;Deputy Chief Investment Officer - Fixed Income;Executive Vice President,"Boyd Watterson Asset Management, LLC",mvandenbossche@boydwatterson.com,,Salesforce
11102863,Inactive Investor,Evan Tornow,,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",evan.tornow@nm.com,,Salesforce
11142577,Inactive Investor,Theodore Gill,,Morgan Stanley Visalia CA 520 W Main St,ted.gill@morganstanley.com,,Salesforce
10354653,,Leo Wendling,,,leo.wendling@gmail.com,,Web Form Fillout
11097705,Inactive Investor,Gregory Samuels,,"Avantax Investment Services, Inc. Wyoming MI Private Residence",,,Salesforce
2659,,Chow Thoo,,[[Unknown]],thoocf@yahoo.com,,Direct
11067054,Inactive Investor,Lucas Breeden,,"Packerland Brokerage Services, Inc. Lexington NC 312 W Center St",lucas_breeden@packerlandbrokerage.com,,Salesforce
11080038,Inactive Investor,Russell Kramer,Financial Advisor,LPL Financial LLC Birmingham MI 185 Oakland Ave,r.kramer@lpl.com,,Salesforce
232157,, -,,[[Unknown]],casandrapughdriver@gmail.com,,
9646711,,Mehdi Mahrach,,,mehdi.mahrach@bluecrestcapital.com,,List import
10487269,,Robert Teal,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",brian_teal@ml.com,,List Import
11145097,Inactive Investor,Patrick Lewis,Senior Vice President;Wealth Advisor,Morgan Stanley Bozeman MT 2200 W Main St,patrick.g.lewis@morganstanley.com,,Salesforce
11139608,Inactive Investor,Lillian Bacher,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10616678,,Jim Ostach,,,jim.ostach@lpl.com,,List Import
46708,,Joanne Litman,Financial Advisor,Eagle Strategies LLC,jblitman@ft.newyorklife.com,224-392-1878,
240431,,Howard Sutton,,[Unknown],hse1709@yahoo.com,,Direct
338541,,Frederick Eubank,Partner,Pamlico Capital,eric.eubank@pamlicocapital.com,704-414-7150,Manual List Upload
2769264,,Sarvesh raj Sarvesh raj,,,sarveshkumar@gamil.com,,
10801529,Inactive Investor,Stephen Treacy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,stephen.treacy@fidelity.com,,Salesforce
10855017,Inactive Investor,Bridget Lee,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Brookfield WI 17515 W Bluemound Rd",,,Salesforce
335857,,Scott Walker,,Personal Capital Advisors Corporation,swalker@personalcapital.com,720-904-4551,
10812308,Inactive Investor,Kristin Housler,,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",,,Salesforce
11062777,Inactive Investor,Jeffrey Reimer,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",jreimer@financialguide.com,,Salesforce
10862451,Inactive Investor,Ben D Dembin,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,bdembin@allianceg.com,,Salesforce
11106943,Inactive Investor,Roy Fairman,Chief Executive Officer;Owner,"The Fairman Group, LLC",rfairman@fairmangroup.com,,Salesforce
10753678,Inactive Investor,William Duffy,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",williamduffy@northwesternmutual.com,,Salesforce
10658819,,Brittany Mallo,,,brittany.mallo@alexbrown.com,,List Import
10753730,Inactive Investor,Blake Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 5018 E 68th St",,,Salesforce
44367,,Ronald Kovac,Financial Associate,Thrivent Investment Management Inc.,ronald.kovac@thrivent.com,,
10986844,Inactive Investor,Steven Stroh,,Country Capital Management Company Red Bud IL 924 W Market St,steve.stroh@countryfinancial.com,,Salesforce
10489018,,Gregory Czarnecky,"Financial Consultant, Vice President","Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",greg.czarnecky@schwab.com,972-588-1759,List Import
11089579,Inactive Investor,Kenneth Matheny,,"Silver Oak Securities, Incorporated Peoria IL 2000 W Pioneer Pkwy",kmatheny@silveroaksecurities.com,,Salesforce
9574963,,Dale Puruczky,,,dpuruczky@stratoswealthpartners.com,,List import
9560822,,wan men,,,wanmen541@gmail.com,,List import
10776703,Inactive Investor,Francis Zimmer,,"The Investment Center, Inc. Lancaster PA 930 Red Rose Ct",fzimmer@investmentctr.com,,Salesforce
9632582,,Michael Berkowitz,,,michael.n.berkowitz@citi.com,,List import
11170973,Inactive Investor,Rodney Lewis,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,lewisr@ceteranetworks.com,,Salesforce
11205435,Inactive Investor,Christopher Oerman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",christopher.oerman@ml.com,,Salesforce
11104219,Inactive Investor,Stephanie Travers,Director - Marketing;Shareholder,"Cornerstone Asset Management Services, Inc. Broadview Heights OH 7976 Broadview Rd",stephanie@cornerstoneassetmgmt.com,,Salesforce
9628770,,Gaston Mbateng,,,gmbateng@yahoo.com,,List import
9589052,,Celine Kwok,,,ckwok@greatoaksvc.com,,List import
9582279,,Stacey Maman,,,stacey.maman@monarchlp.com,,List import
205529,,Jeannie Botes,,[Unknown],jeanniebotes@protonmail.com,,source
11220069,,Camila Bentos,,,camila.bentos@wealthspire.com,,Other
9589811,,Glen Kacher,,,gkacher@lightstreetcap.com,,List import
11167287,Inactive Investor,Keshav Gupta,,MMC Securities LLC,keshav.gupta@mmc.com,,Salesforce
9581870,,Adam Cathey,,,acathey@kaynecapital.com,,List import
9547420,,Joe Ryan Swanto,,,jrswanto@gmail.com,,List import
11112259,Inactive Investor,Valorie Bianculli,,J.P. Morgan Securities LLC Tucson AZ 12925 N Oracle Rd,valorie.bianculli@jpmorgan.com,,Salesforce
11176212,Inactive Investor,Edward Budd,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Saratoga Springs NY 46 Marion Ave",,,Salesforce
11124331,Inactive Investor,Steven Tennant,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ballston Lake NY 4 Rosell Dr",steven.tennant@nm.com,,Salesforce
10930499,Inactive Investor,Elizabeth Taylor,Chief Compliance Officer;Founder;Owner,Ella Financial Advising,,,Salesforce
9543665,,Tom Jewell,,,tom.jewell@usio.com,,List import
10976513,Inactive Investor,Allison Alexander,Financial Advisor;Member;Owner,Savant Wealth Management,aalexander@savantcapital.com,,Salesforce
11064459,Inactive Investor,Frederick Arbusto,Financial Advisor,LPL Financial LLC Wakefield RI 36 S County Commons Way,fred.arbusto@lpl.com,,Salesforce
11157984,Inactive Investor,Erin Sullivan,Financial Advisor,"Ameriprise Financial Services, LLC Concord MA 33 Bedford St",erin.sullivan@ampf.com,,Salesforce
11081769,Inactive Investor,Matthew Trivett,Wealth Advisor,LPL Financial LLC Johnson City TN 203 Broyles Dr,matthew.trivett@lpl.com,,Salesforce
11100388,Inactive Investor,Andrew Oswald,Senior Vice President,"Flaharty Asset Management, LLC",aoswald@flahartyllc.com,,Salesforce
9591023,,Rizki Rizkia,,,rizkiaska21@gmail.com,,List import
10613001,,Michael Gorman,"Managing Director, Senior Financial Advisor",,michael_j_gorman@ml.com,,List Import
11056972,Inactive Investor,Gregory McDonald,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
11186735,Inactive Investor,Derek Knadle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,derek.knadle@fidelity.com,,Salesforce
1001056,Inactive Investor,Susan Schlesinger,,The Susan Schlesinger Trust,evan@schoolinthesquare.org,,
10975361,Inactive Investor,Ryan Watson,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,ryanwatson@primerica.com,,Salesforce
10890538,Inactive Investor,Cynthia Hermosillo,,"Raymond James Financial Services, Inc. Downers Grove IL 1901 Butterfield Rd",cynthia.hermosillo@raymondjames.com,,Salesforce
9596392,,Steven Wachs,"Chief Compliance Officer, President",Legacy Consulting Group,swachs@legacyconsultinggroup.com,972-599-4750,List import
10931960,Inactive Investor,Sarina Tannehill,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,smvlock@ft.newyorklife.com,,Salesforce
8480401,,Jamie Hankinson,,CPA,jdhankin@tampabay.rr.com,(813) 645-1675,List Import
10919173,Inactive Investor,Alison Splawn,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",alison.splawn@ml.com,,Salesforce
11048458,Inactive Investor,Lorie Walling,,Cetera Investment Services LLC Texarkana TX 2000 Richmond Rd,,,Salesforce
11235657,Inactive Investor,Max Jelle,Investment Advisor Representative,Salus Financial Advisors Denver CO 4600 S Syracuse St,,,Salesforce
9572501,,Thomas Wilkes,,,thomas.wilkes@surveyor-capital.com,,List import
11013652,Inactive Investor,Malek Barber,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",malek.barber@nm.com,,Salesforce
11133394,Inactive Investor,Jay Close,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11179268,Inactive Investor,Katherine Mohney,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Buffalo NY 50 Fountain Plz,katherine.m.mohney@morganstanley.com,,Salesforce
11128304,Inactive Investor,Johnathan Breckenridge,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10907334,Inactive Investor,Nathaniel Hintz,Vice President,LPL Financial LLC Danville CA 156 Diablo Rd,nate.hintz@lpl.com,,Salesforce
11022259,Inactive Investor,Aneil Pooran,,PFS Investments Inc. Ozone Park NY 10524 Crossbay Blvd,apooran@primerica.com,,Salesforce
11097785,Inactive Investor,Robert Miller,,"Ameritas Investment Company, LLC Ceresco NE 130 Elm St",robert.miller@ameritas.com,,Salesforce
9555240,,Giulliano Macedo,,,giulli.macedo@gmail.com,,List import
10969140,Inactive Investor,Nathan Gridley,,"Allstate Financial Services, LLC Windsor CT 181 Broad St",ngridley@allstate.com,,Salesforce
246096,,Not Provided,HEAD OF RESEARCH,GATE TR,sevcandedeoglu92@gmail.com,,Manual List Upload
10921531,Inactive Investor,Stephen Habetz,Specialist,Morgan Stanley New York NY 1 New York Plz,stephen.habetz@morganstanley.com,,Salesforce
11112789,Inactive Investor,James Follstad,Financial Advisor;Financial Services Representative,"Principal Securities, Inc. Downers Grove IL 3333 Finley Rd",,,Salesforce
11015349,Inactive Investor,Angela Adlich,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,angela.adlich.spwl@statefarm.com,,Salesforce
11054354,Inactive Investor,Marisa Clayton,Senior Client Associate,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",marisa.clayton@wellsfargoadvisors.com,,Salesforce
10920039,Inactive Investor,Michael Orr,,"Cambridge Investment Research, Inc. Mexico MO 1730 E Liberty St",,,Salesforce
9625225,,Jason Skala,,,origin.tokyo@gmail.com,,List import
9555022,,Frank Ingarra,,,fingarra@northcoastam.com,,List import
10978921,Inactive Investor,Jeremy Barkhurst,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10943219,Inactive Investor,Kendall Wilson,Client Service Associate,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,kendall.wilson@ubs.com,,Salesforce
10952929,Inactive Investor,Amy Hairr,,SECU Brokerage Services Clinton NC 221 North Blvd,amy.hairr@ncsecu.org,,Salesforce
11025241,Inactive Investor,Noah Burns,Associate Vice President;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mission Viejo CA 27201 Puerta Real",,,Salesforce
10969381,Inactive Investor,James Grable,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",james.grable@nm.com,,Salesforce
10908508,Inactive Investor,Michael Rosman,Chief Compliance Officer;Investment Advisor;President,"Rosman Asset Management, LLC",mrosman@rosmanasset.com,,Salesforce
332861,,Erik Soderberg,Head of Portfolio Management,SEIA,esoderberg@seia.com,,
10778714,Inactive Investor,Douglas Cline,Financial Advisor;Senior Vice President,Morgan Stanley Dayton OH 4380 Buckeye Ln,doug.cline@morganstanley.com,,Salesforce
10814396,Inactive Investor,John Miller,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11017645,Inactive Investor,Vivian Hoffman-Martinez,,"Prudential Annuities Distributors, Inc",vivian.hoffman-martinez@prudential.com,,Salesforce
11179744,Inactive Investor,Lucas Wimberley,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",lucas.wimberley@nm.com,,Salesforce
229256,, -,,[[Unknown]],lvslaughter68@gmail.com,,Organic Search
9543074,,Avi Bialo,,,avi.bialo@aretewealth.com,,List import
10893266,Inactive Investor,Brent Weisenborn,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Fiduciary Trust Private Wealth Counsel LLC,,,Salesforce
10787544,Inactive Investor,Robert McCoy,,"Avantax Investment Services, Inc. Ankeny IA Private Residence",,,Salesforce
11203368,Inactive Investor,Curtis Pope,Chief Compliance Officer;Financial Advisor;Owner,"Pope Wealth Planning, LLC",,,Salesforce
10953405,Inactive Investor,Maria Leiva,,"Charles Schwab & Co., Inc. Harrisburg PA 22A N 2nd St",,,Salesforce
10943700,Inactive Investor,Penpot Gannon,,"Wells Fargo Clearing Services, LLC Las Vegas NV 11730 W Charleston Blvd",penpot.t.gannon@wellsfargo.com,,Salesforce
10930358,Inactive Investor,Larry Mann,,"LaSalle St Securities, L.L.C. Tucson AZ Private Residence",lmann@lasallest.com,,Salesforce
11105769,Inactive Investor,Maurice Carter,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,mscarter01@ft.newyorklife.com,,Salesforce
9576698,,mow -,,,wwwbbkl90@gmail.com,,List import
10855058,Inactive Investor,Joe Morris,Financial Consultant;Financial Planner,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",joe.morris@equitable.com,,Salesforce
10847324,Inactive Investor,Benjamin Rasanen,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",ben.rasanen@nm.com,,Salesforce
10989230,Inactive Investor,Stacy Calton,Associate Wealth Advisor,Money Concepts Capital Corp Bellefontaine OH 145 S Main St,scalton@moneyconcepts.com,,Salesforce
10782370,Inactive Investor,Mary Beikert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
237631,, -,,[[Unknown]],danlnzn@aol.com,,Advertising
10757648,Inactive Investor,Kent Kramer,Board Member;Chief Investment Officer,"Foster Group, Inc.",kentk@fostergrp.com,,Salesforce
10618582,,Frank Peard,,,frank.peard@ubs.com,,List Import
11168005,Inactive Investor,William Malloy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
374457,,Lars Larsen,Managing Director,"Magis Private Wealth Management, Llc",lars@magisprivatewealth.com,(262) 442-7442,Manual List Upload
11119000,Inactive Investor,Craig Welling,,NYLIFE Securities LLC Evanston WY 724 Front St,craigwelling@ft.newyorklife.com,,Salesforce
10596799,,John Valencia,,,john.valencia@mygwm.com,,Web Form Fillout
11157960,Inactive Investor,Bruce Munger,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",bruce_mungerjr@ml.com,,Salesforce
11121818,Inactive Investor,Toan Dinh,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,tndinh@ft.newyorklife.com,,Salesforce
11045672,Inactive Investor,Boris Romanovsky,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,boris.romanovsky@gs.com,,Salesforce
9621568,,Matt Ludmer,,,matt@alignedwealthllc.com,,List import
10975331,Inactive Investor,Cheryl Greene,,PFS Investments Inc. Union NJ 1767 Morris Ave,cheryl.greene@primerica.com,,Salesforce
11136239,Inactive Investor,Stacey Holifield,Financial Advisor,Edward Jones Fort Worth TX 6642 N Riverside Dr,stacey.holifield@edwardjones.com,,Salesforce
10808313,Inactive Investor,Michael Dietrich,Financial Advisor,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,michael.dietrich@morganstanley.com,,Salesforce
352065,,Greg Hayes,"Managing Director, Asset Management",Acres,ghayes@acrescap.com,516-535-0015,Manual List Upload
10912448,Inactive Investor,Hollis Martin,Financial Advisor;Principal,LPL Financial LLC Gretna LA 1132 Derbigny St,chris.martin@lpl.com,,Salesforce
11218822,,Scott Finnegan,,,sfinnegan@cfiemail.com,,Other
10919563,Inactive Investor,Tom Bardin,,"Equitable Advisors, LLC Wilson NC Private Residence",tom.bardin@equitable.com,,Salesforce
10879776,Inactive Investor,Nora Herrera,,J.P. Morgan Securities LLC Edinburg TX 4203 S McColl Rd,nora.herrera@jpmorgan.com,,Salesforce
10966099,Inactive Investor,Jeffrey Skousen,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jeffrey_skousen@vanguard.com,,Salesforce
10919430,Inactive Investor,Jennifer Vandenelzen,,"Osaic Wealth, Inc. Emmaus PA 3775 Chestnut St",,,Salesforce
9629402,,Rowan Stone,,,rowan@horizenlabs.io,,List import
10787567,Inactive Investor,Sandra Zaki-Basta,,Neuberger Berman BD LLC,sandra.zaki-basta@nb.com,,Salesforce
350711,,Brian Middendorf,Senior Actuarial Associate,"Hooker & Holcombe Investment Advisors, Inc.",bmiddendorf@hhconsultants.com,860-521-8400,Manual List Upload
10787793,Inactive Investor,Jordan Cooper,Vice President,Andrew Garrett Inc.,jcooper@andrewgarrett.com,,Salesforce
10944872,Inactive Investor,Brandon Johnson,Client Solutions Specialist,PNC Investments Cincinnati OH 5203 Delhi Pike,,,Salesforce
9544835,,Steven Leach,,,steve.leach@voya.com,,List import
9633014,,Manish Kapoor,,,manish.kapoor@westwheelockcapital.com,,List import
11049111,Inactive Investor,Eddie Lee,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",eddie.lee@prudential.com,,Salesforce
10407301,,Amy Fang,,,amyfang@digicentre.com,,Web form fillout
11073481,Inactive Investor,Devin Durocher,,Cetera Investment Services LLC Temperance MI 9007 Lewis Ave,,,Salesforce
11048339,Inactive Investor,Phillip Gillis,,"The Leaders Group, Inc.",,,Salesforce
9581945,,Willie Woods,,,wwoods@icvcapital.com,,List import
11193702,Inactive Investor,Harry Webb,,Edward Jones Sacramento CA 5676 Elvas Ave,,,Salesforce
10789332,Inactive Investor,Steven Smith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,steven.a.smith@ubs.com,,Salesforce
10783247,Inactive Investor,Azarine Gregory,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,azarine.gregory@fidelity.com,,Salesforce
11222609,,Sarah Little,,,sarahl@columncapital.com,,List Import
11164358,Inactive Investor,Edouard Begin,,LPL Financial LLC Edgartown MA 2 S Water St,edouard.begin@lpl.com,,Salesforce
10817253,Inactive Investor,Nicholas Williams,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC New York NY 610 Madison Ave,nicholas.l.williams@jpmorgan.com,,Salesforce
9554672,,tom long,,,tom55long@yahoo.com,,List import
10793295,Inactive Investor,Gary Housman,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10786596,Inactive Investor,Kim Shillieto,Financial Advisor,Edward Jones Littleton NH 1 Main St,kim.shillieto@edwardjones.com,,Salesforce
10618381,,Gregory Hjelm,,,gregory.hjelm@ml.com,,List Import
10861041,Inactive Investor,Karen Paley,Financial Advisor,"CUSO Financial Services, L.P. Fairfax VA 4097 Monument Corner Dr",,,Salesforce
9562950,,Cristina Alejandra Alvarado Echenique,,,cristinaalejandra@hotmail.com,,List import
11234554,Inactive Investor,Kyle Luetters,Advisor,"Moneta Group Investment Advisors, LLC",kluetters@monetagroup.com,,Salesforce
10656369,,Mark Price,,,mark.price@edwardjones.com,,List Import
11297570,,rehan ali,,,javape2167@abatido.com,,Web Form Fillout
10938059,Inactive Investor,Ryan Leisle,,NYLIFE Securities LLC Missoula MT 3700 S Russell St,releisle@ft.newyorklife.com,,Salesforce
10896201,Inactive Investor,Joshua Rose,,Cetera Investment Services LLC Twin Falls ID 906 Blue Lakes Blvd N,joshua.rose@ceterais.com,,Salesforce
9565206,,Michelle Gallagher,,,michelle.gallagher@fidelity.com,,List import
11098214,Inactive Investor,David Willett,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,willettd@ceteranetworks.com,,Salesforce
10836338,Inactive Investor,Joseph Leal,,"Geneos Wealth Management, Inc. Pueblo CO 1303 Fortino Blvd",,,Salesforce
11190625,Inactive Investor,William Stanert,Chief Compliance Officer;Member,"Moondance Investment Advisors, LLC",,,Salesforce
10955002,Inactive Investor,Adrianna Koveck,Client Assistant,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,akoveck@rwbaird.com,,Salesforce
11051420,Inactive Investor,Bryant Ferris,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Reading PA 1350 Broadcasting Rd,bryant.ferris@morganstanley.com,,Salesforce
9570989,,John Harrell,,,jharrell@tdcmllc.com,,List Import
10867602,Inactive Investor,Spencer Whitcomb,,J.P. Morgan Securities LLC Fort Wayne IN 101 E Washington Blvd,spencer.x.whitcomb@jpmorgan.com,,Salesforce
10968459,Inactive Investor,Samuel Woodcock,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",samuel.woodcock@equitable.com,,Salesforce
11083307,Inactive Investor,Thomas Pilkington,Investment Advisor Representative,"Osaic Wealth, Inc. Windsor CO Private Residence",tpilkington@royalallianceadvisors.com,,Salesforce
11125773,Inactive Investor,Natalie Yanez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9618421,,Lauren Cahalan,,,lcahalan@brownadvisory.com,,List import
373352,,James Hendershaw,,[Unknown],james.hendershaw@gmail.com,,source
10908486,Inactive Investor,Bradley Ostermann,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",bradley.ostermann@truist.com,,Salesforce
11016454,Inactive Investor,Brent Conklin,Financial Advisor,Edward Jones Tenino WA 213 Sussex Ave W,brent.conklin@edwardjones.com,,Salesforce
10895669,Inactive Investor,Paul Broesch,Financial Advisor,"Ameriprise Financial Services, LLC Waukesha WI 1601 E Racine Ave",paul.broesch@ampf.com,,Salesforce
10844755,Inactive Investor,Jesse Vanvalin,Chief Investment Officer;Financial Advisor,"Oliver LaGore VanValin Investment Group, Inc.",jvanvalin@olvinvest.com,,Salesforce
342539,,Thomas Jones,Financial Director,Financial Directions Llc,tom@financialdirectionsllc.com,520-408-7777,Manual List Upload
10962655,Inactive Investor,Anna Garwood,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",anna.garwood@nm.com,,Salesforce
11125277,Inactive Investor,James Trapp,Associate Branch Manager;Senior Vice President,Robert W. Baird & Co. Incorporated Columbus OH 800 Yard St,jtrapp@rwbaird.com,,Salesforce
9615788,,Kevin Hawkinson,,,kevinhawkinson@frontiernet.net,,List import
10931578,Inactive Investor,Brian Golladay,,"Calton & Associates, Inc. Mesa AZ 1745 S Alma School Rd",,,Salesforce
9606090,,Harry Jones,,,swaziland_harry@hotmail.co.uk,,List import
10885652,Inactive Investor,Jay Untiedt,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",jay.untiedt@ampf.com,,Salesforce
10614656,,Vassil Nikolov,"Financial Advisor, Vice President",,vassil.nikolov@morganstanley.com,,List Import
9574367,,Keven Shanahan,,,keven@argosycapital.com,,List import
9591400,,Brent Cohen,,,brent@jabrellc.com,,List import
9553449,,Gregory Vanbeek,,,gregory.a.vanbeek@gmail.com,,List import
11107689,Inactive Investor,Christa Kloss,Assistant Director;Assistant Vice President,"Stifel, Nicolaus & Company, Incorporated",klossc@stifel.com,,Salesforce
9575526,,Mark Baczek,,,mark.baczek@fmr.com,,List import
10956499,Inactive Investor,Jacob Gutke,Relationship Manager,"Divergent Wealth Advisors, LLC",,,Salesforce
10800637,Inactive Investor,David Bennette,Financial Advisor;First Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,david.bennette@morganstanley.com,,Salesforce
88827,,Christopher Keller,Chief Compliance Officer,Bankoh Advisors,ckeller@boh.com,808-694-8500,Manual List Upload
9619166,,Kang Seung Yun,,,tmddbs23333@naver.com,,List import
10872655,Inactive Investor,Justin Ramsteck,,"Wells Fargo Clearing Services, LLC Ansonia CT 211 Main St",justin.ramsteck@wellsfargoadvisors.com,,Salesforce
11033562,Inactive Investor,Joseph Didier,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",joey.didier@nm.com,,Salesforce
10808014,Inactive Investor,Chi Huang,,Integral Financial LLC San Jose CA 1072 S De Anza Blvd,,,Salesforce
11193666,Inactive Investor,Melanie White,,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,melanie.white@ubs.com,,Salesforce
11090088,Inactive Investor,Mary Black Herring,,"Allstate Financial Services, LLC New Bern NC 2113 S Glenburnie Rd",marytervelt@allstate.com,,Salesforce
10867270,Inactive Investor,Everett Nolte,,State Farm VP Management Corp. Brandon FL 1214 Oakfield Dr,everett.nolte.b6g1@statefarm.com,,Salesforce
11012676,Inactive Investor,Anna Glosser,Financial Advisor,Edward Jones Colchester VT 401 Watertower Cir,anna.glosser@edwardjones.com,,Salesforce
11005811,Inactive Investor,Yuliang Cao,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,ycao02@ft.newyorklife.com,,Salesforce
11207419,Inactive Investor,Brent Weiss,Co-Founder,Facet,brent@facetwealth.com,,Salesforce
11102872,Inactive Investor,Matthew Croft,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10871332,Inactive Investor,Nicholas Guido,Partner;Regulatory Contact,Chicago Partners Investment Group LLC,nick@chicagopartnersllc.com,,Salesforce
10782261,Inactive Investor,Addison Sherman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",addison.sherman@ml.com,,Salesforce
9644013,,Manish Sharma,,,mnshsharma90@gmail.com,,List import
11170664,Inactive Investor,Dominic Boggio,Financial Services Consultant,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",dominic.boggio@nm.com,,Salesforce
11106821,Inactive Investor,Russell Eriksen,Chief Compliance Officer;Managing Member;Partner;Regulatory Contact,"Hilltop Wealth Advisors, LLC",rusty@hilltopwa.com,,Salesforce
10913825,Inactive Investor,Nicholas Gallucci,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
223070,,H Gran Lai,,APIB,heowgran7@yahoo.com,(012) 624-5542,Organic Search
11104604,Inactive Investor,Kun Deng,,Lazard Asset Management Securities LLC,kun.deng@lazard.com,,Salesforce
11201624,Inactive Investor,Stephen Wray,,"Raymond James Financial Services, Inc. Dayton OH 1700 Lyons Rd",stephen.wray@raymondjames.com,,Salesforce
10865565,Inactive Investor,Alan Watts,Director;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",alan.watts@wfafinet.com,,Salesforce
11177436,Inactive Investor,James Veneziano,Financial Advisor,LPL Financial LLC Staten Island NY Private Residence,james.veneziano@lpl.com,,Salesforce
370540,,Jonathan Jenkins,,Hong Kong SAR,jjbj@mac.com,,Salesforce
10858462,Inactive Investor,Scott Wisniewski,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Wisniewski Wealth Management,s.wisniewski@wi-wm.com,,Salesforce
10814397,Inactive Investor,Leonard Scandariato,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,,,Salesforce
10811476,Inactive Investor,Efferem Sanchez,,State Farm VP Management Corp. Downey CA 12327 Woodruff Ave,,,Salesforce
10848050,Inactive Investor,William O'Connor,,Cetera Advisor Networks LLC Irvine CA 100 Pacifica,,,Salesforce
11144071,Inactive Investor,Hunter Greene,Financial Advisor,LPL Financial LLC Shreveport LA 3201 Dee St,hunter.greene@lpl.com,,Salesforce
10919623,Inactive Investor,Debbie Derenski,,Country Capital Management Company Grants Pass OR 205 NW E St,debbra.derenski@countryfinancial.com,,Salesforce
11154236,Inactive Investor,Lauren Jehs,,LPL Financial LLC Fishers IN 9752 Lantern Rd,lauren.hession@lpl.com,,Salesforce
9606548,,eva lawremce,,,eva@hauteadvisory.com,,List import
9615552,,Jessica Weiss,,,jess.weiss@wearematerialimpact.com,,List import
10953146,Inactive Investor,Dylan Eastman,Client Relationship Manager,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",dylan.eastman@ampf.com,,Salesforce
333057,,Kevin McMillan,,SPECTRUM FINANCIAL RESOURCES,kmcmillan@spectrumfr.com,,
10728733,,Alishya SULISH,,,alishyasulish@gmail.com,,Web Form Fillout
9571878,,Minu Kim,,,kmww19@gmail.com,,List import
9560488,,Bryan Hern,,,bryan.hern@fmr.com,,List import
11055718,Inactive Investor,Travis Kellman,,"Next Financial Group, Inc. Schenectady NY 1473 Erie Blvd",,,Salesforce
10822671,Inactive Investor,Deepinder Sekhon,Financial Advisor;Senior Vice President,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,deepinder.sekhon@morganstanley.com,,Salesforce
10973225,Inactive Investor,Enrique Escobedo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11078905,Inactive Investor,Joshua Oltman,Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. Portland OR 111 SW 5th Ave",,,Salesforce
10969689,Inactive Investor,Sean Jago,,"Citizens Securities, Inc. Somerville NJ 3563 US Hwy 22",sean.w.jago@citizenssecurities.com,,Salesforce
11146305,Inactive Investor,John Wanvig,Financial Planner;Investment Manager,"White Lighthouse Investment Management, Inc.",jwanvig@white-lighthouse.com,,Salesforce
10975828,Inactive Investor,Stephen Mescall,,"Allstate Financial Services, LLC Mooresville IN 401 S Indiana St",stephenmescall@allstate.com,,Salesforce
10909515,Inactive Investor,Alan Olson,,Cetera Advisor Networks LLC Centreville VA Private Residence,,,Salesforce
11092030,Inactive Investor,Daniel Lacey,,"Osaic Wealth, Inc. Austin TX 611 S Congress Ave",,,Salesforce
11093088,Inactive Investor,Antony Brunetto,Senior Client Associate,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",antony.brunetto@wfa.com,,Salesforce
10926266,Inactive Investor,Alan Foeckler,,"Osaic Wealth, Inc. Hayward WI Private Residence",,,Salesforce
321974,,Tobias Edelmeier,CFO,Unmapped Digital Mining,tobi@unmapped.co,,Manual List Upload
11104416,Inactive Investor,William Murray,Financial Advisor;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11103069,Inactive Investor,Jessica Hanner,Financial Advisor,Edward Jones Tuscola IL 502 E Southline Rd,jessie.hanner@edwardjones.com,,Salesforce
9567409,,Andrey Kandinov,,,kandun@mail.ru,,List import
10897776,Inactive Investor,Ryan Whelan,,Deutsche Bank Securities Inc.,,,Salesforce
10946069,Inactive Investor,Sebastien Gruaz,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11124353,Inactive Investor,Jackie Marvel,Financial Advisor,Edward Jones Wasilla AK 1175 N Leatherleaf Loop,jackie.marvel@edwardjones.com,,Salesforce
9572295,,Toney Williams,,,toneyrwilliams30@gmail.com,,List import
9616016,,Joseph Nasr,,,joenasr@gmail.com,,List import
11091404,Inactive Investor,Robert Cruz,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,robert.cruz@fmr.com,,Salesforce
10778743,Inactive Investor,Erik Petter,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",erik.petter@wellsfargoadvisors.com,,Salesforce
10810722,Inactive Investor,Daniel Kargus,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",daniel.kargus@ml.com,,Salesforce
10936129,Inactive Investor,Victor Tran,Financial Advisor,PNC Investments Drexel Hill PA 5050 State Rd,victor.tran@pnc.com,,Salesforce
11176516,Inactive Investor,Lauri Mackey,Financial Advisor,Edward Jones Medina OH Private Residence,lauri.mackey@edwardjones.com,,Salesforce
11155647,Inactive Investor,Robert Millett,Associate,J.P. Morgan Securities LLC Boston MA 160 Federal St,robert.millett@jpmorgan.com,,Salesforce
11030991,Inactive Investor,Pamela Agustin,,"Steward Partners Investment Solutions, LLC",pamela.oishi@stewardpartnersis.com,,Salesforce
38089,,Blake Murry,,BOKF,bmurry@bokf.com,918-588-6067,
11042724,Inactive Investor,Tod Etheredge,,LPL Financial LLC Montgomery AL 401 Adams Ave,tod.etheredge@lpl.com,,Salesforce
11220122,,Christine Wang,,,cwang@bridgeway.com,,Other
237744,,Larry Johnson,,[[Unknown]],jlhubbs.inc52@gmail.com,,
9615218,,Girard Brewer,,,girardbrewer@gmail.com,,List import
10884707,Inactive Investor,Robin Ketchem,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10611793,,Carlos Garcia,Financial Advisor,,cgarcia@ksifa.com,,List Import
9596896,,William Hanitio,,,whanitio82@protonmail.com,,List import
10763091,Inactive Investor,Donald Buescher,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,don.buescher@ubs.com,,Salesforce
11103326,Inactive Investor,Robert Metler,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",,,Salesforce
9612008,,bob dog,,,anthony.brady@hotmail.ca,,List import
11291822,,Jon Boddie,,,jonboddie@yahoo.co.uk,,Web Form Fillout
10970582,Inactive Investor,Laura Dever,,J.P. Morgan Securities LLC Naples FL 4700 Tamiami Trl N,laura.a.dever@chase.com,,Salesforce
10757800,Inactive Investor,Richard Rivera,Branch Manager;Complex Manager;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",richard.rivera@schwab.com,,Salesforce
220045,,Heinz Ahlers,,[Unknown],hahlers1@me.com,,source
226368,, -,,[[Unknown]],healthendr@gmail.com,,Initial Salesforce Import
11217860,,Mohammad Ali,,,mohammad.ali@jpmorgan.com,,List Import
9635263,,Peter Ewing,,,pewing@ntrs.com,,List import
11232935,Inactive Investor,Ann Wall,Senior Client Associate,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",ann.wall@wellsfargoadvisors.com,,Salesforce
9645206,,Doug Reynolds,,,douglasdreynolds@gmail.com,,List import
10995227,Inactive Investor,Jaimie Beisel,,"OneAmerica Securities, Inc.",,,Salesforce
11009519,Inactive Investor,Robert Hansen,,"First Command Brokerage Services, Inc. Annapolis MD 121 Cathedral St",rwhansen@firstcommand.com,,Salesforce
11051663,Inactive Investor,Rodolfo Rodriguez,Investment Advisor Representative,"Balboa Wealth Partners, Inc. San Diego CA Private Residence",rrodriguez@balboawealth.com,,Salesforce
11157204,Inactive Investor,Gregory Werner,Executive Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley San Francisco CA 555 California St,greg.werner@ms.com,,Salesforce
11104571,Inactive Investor,Christy Gregory,Managing Director,"Sycamore Asset Management, LLC",christy@sycamoreasset.net,,Salesforce
10903780,Inactive Investor,Jelena Stanojevic,Senior Client Associate,UBS Financial Services Inc. Las Vegas NV Private Residence,jelena.stanojevic@ubs.com,,Salesforce
9580033,,Jeffrey Goering,,,jgoering@financialguide.com,,List import
10647789,,Daniel Courtney,,,daniel.courtney@rubinbrown.com,,List Import
10858200,Inactive Investor,Richard Coates,Financial Advisor,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",richard.coates@valic.com,,Salesforce
10944444,Inactive Investor,Franklin Ngai,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10956453,Inactive Investor,Orin Powers,Equity Research Analyst,Fisher Investments,,,Salesforce
11016489,Inactive Investor,Ryan Orosz,,"W&S Brokerage Services, Inc. Youngstown OH 320 S Canfield Niles Rd",,,Salesforce
10794305,Inactive Investor,Javier Vincenti,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Sugar Land TX 1600 Hwy 6",javier.vincenti@wellsfargoadvisors.com,,Salesforce
11009768,Inactive Investor,Gail Banks,,J.P. Morgan Securities LLC Chicago IL 2235 N Milwaukee Ave,gail.bowden@jpmorgan.com,,Salesforce
10765579,Inactive Investor,William Ward,Private Wealth Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",,,Salesforce
10885264,Inactive Investor,Gerard Guertin,Investment Manager,Roffman Miller Associates Inc,gerard@roffmanmiller.com,,Salesforce
9555841,,Tigere Machonisa,,,tigere@t3mpty.com,,List import
96250,,Donald Shaffrey,,Retired,shalaudo@gmail.com,3012049296,
10780260,Inactive Investor,Lisandro Chanlatte,Managing Director,Citigroup Global Markets Inc.,lisandro.chanlatte@citigroup.com,,Salesforce
9571739,,Joseph Rushton,,,jrushto1@binghamton.edu,,List import
11124696,Inactive Investor,Micheal Aasen,Financial Associate,Thrivent Investment Management Inc. Bottineau ND 605 Thompson St,mike.aasen@thrivent.com,,Salesforce
11149315,Inactive Investor,Timothy Jordan,Personal Banker,"Fifth Third Securities, Inc. Louisville KY 1841 Blankenbaker Pkwy",timothy.jordan@53.com,,Salesforce
9648075,,Benjamin dorival,,,benjamin15790@googlemail.com,,List import
9615294,,Nardo Lee,,,nardolee@gmail.com,,List import
11144101,Inactive Investor,Jessica Villagrana,Financial Advisor,Edward Jones Chapel Hill NC 180 Providence Rd,jessica.villagrana@edwardjones.com,,Salesforce
352929,,Lattasit Laohasiriwong,"Assistant Vice President, Private Fund Management",Siam Commercial Bank,lattasit.laohasiriwong@scb.co.th,,Event
10848950,Inactive Investor,Brian Corriveau,Managing Member;Regulatory Contact,WealthCare Investment Partners LLC,brian.corriveau@wcipllc.com,,Salesforce
11032706,Inactive Investor,Joseph Riley,Financial Advisor,LPL Financial LLC Reno NV 10765 Double R Blvd,joseph.riley@lpl.com,,Salesforce
10840765,Inactive Investor,Joshua Shamblin,,"Truist Investment Services, Inc. Nashville TN 3322 West End Ave",joshua.shamblin@truist.com,,Salesforce
10865338,Inactive Investor,Khaled Salama,President,"KS Global Advisors, Inc. Greenbrae CA 333 Crown Rd",kal@ksglobaladvisors.com,,Salesforce
11048623,Inactive Investor,Timothy Shadler,,PFS Investments Inc. Allentown PA 7310 Tilghman St,timothy.shadler@primerica.com,,Salesforce
9549840,,Matthew Orluck,,,omatt378@gmail.com,,List import
11123889,Inactive Investor,Daniel Riley,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pittsburgh PA 1001 Liberty Ave",rileyd@stifel.com,,Salesforce
224743,,Tina Mars,,[Unknown],tnmrs@hotmail.com,,source
11104682,Inactive Investor,Dustin Glass,,Fidelity Brokerage Services LLC Phoenix AZ 1137 E Redfield Rd,dustin.glass@fidelity.com,,Salesforce
11109424,Inactive Investor,William Eastburn,,"Osaic FA, Inc. Newport News VA 729 Thimble Shoals Blvd",william.eastburn@lfg.com,,Salesforce
11113957,Inactive Investor,Kathy Rosenblath,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",kathy_pratt@ml.com,,Salesforce
9584191,,William Moore,,,wmoore@ameritas.com,,List import
352847,,Laird Koldyke,"Founder, Managing Director","Winona Capital Management, Llc",lkoldyke@winonacapital.com,312-334-8800,Manual List Upload
11082316,Inactive Investor,Andrea Mahoney,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,andrea.mahoney@fidelity.com,,Salesforce
11223893,,[Unknown],,,jdpooq@yahoo.com,,List Import
10988238,Inactive Investor,Luke Mcananey,Wealth Management Associate,"Raymond James & Associates, Inc.",luke.mcananey@raymondjames.com,,Salesforce
9547792,,Paul Fredericks,,,pauljfredericks@gmail.com,,List import
10988644,Inactive Investor,Allana Hinkley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10829425,Inactive Investor,Geoffrey Sessa,,LPL Financial LLC,jeff.sessa@lpl.com,,Salesforce
11159288,Inactive Investor,Christopher Fejes,,"Allstate Financial Services, LLC Anchorage AK 1120 Huffman Rd",christopherfejes@allstate.com,,Salesforce
9556178,,Michael Parry,,,MParry@LibertyWealthAdvisors.com,,List import
11050997,Inactive Investor,Christopher Wyner,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,christopher.wyner@morganstanley.com,,Salesforce
10156351,,jara ved,,Technicalankon,alopdevi@outlock.com,,Web Form Fillout
11133147,Inactive Investor,Brian Vosberg,,"Centaurus Financial, Inc. Glendora CA 224 W Foothill Blvd",bvosberg@cfiemail.com,,Salesforce
11088285,Inactive Investor,Patricia Cavicchia,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",patricia_cavicchia@ml.com,,Salesforce
10646306,,Daniel Kellogg,,,danny.kellogg@lpl.com,,List Import
9628645,,Lisa Stone,,,lcstone04@gmail.com,,List import
10848618,Inactive Investor,Dwight Jodon,,NYLIFE Securities LLC Eunice LA 351 W Maple Ave,djodon@ft.newyorklife.com,,Salesforce
9609787,,Dawid Martyniak,,,dawidmartyniak@gmail.com,,List import
10981901,Inactive Investor,Sandra Ferragamo,,Santander Securities LLC Everett MA 459 Broadway,,,Salesforce
10873967,Inactive Investor,Alan Lowenfels,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
11152853,Inactive Investor,Michael Ross,,"Baker Tilly Capital, LLC Chicago IL 205 N Michigan Ave",,,Salesforce
10868371,Inactive Investor,Clara Zaya,,PlanMember Securities Corporation Campbell CA 901 Campisi Way,czaya@planmember.com,,Salesforce
10906080,Inactive Investor,Manuel Diaz-Rivera,Registered Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10847329,Inactive Investor,Karen Jones,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10892775,Inactive Investor,Vincent Gutierrez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10953482,Inactive Investor,Siddhartha Sandilya,,Jefferies LLC,ssandilya@jefferies.com,,Salesforce
9594245,,Glenn Wiggle,,,glennwiggle@iswealthmanagement.com,,List import
11229429,Inactive Investor,Dener De Souza,Registered Client Service Associate,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",,,Salesforce
10797140,Inactive Investor,Dennis Sathre,,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,dennis.sathre@primerica.com,,Salesforce
10821271,Inactive Investor,Irwin Persaud,Portfolio Manager,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,irwin.persaud@morganstanley.com,,Salesforce
11110481,Inactive Investor,Jonathan Hertel,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
9558633,,Carlos Caceres,,,carlos_caceres@msn.com,,List import
9576932,,james min,,,quitsnog2@gmail.com,,List import
11149082,Inactive Investor,Edward Durkin,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,edurkin@jefferies.com,,Salesforce
10951414,Inactive Investor,Lisa Del Real,,"Farmers Financial Solutions, LLC Salinas CA 1980B N Main St",ldelreal1@farmersagent.com,,Salesforce
11017500,Inactive Investor,Kristy Riley,,"Osaic Wealth, Inc. Woodstock GA 233 Arnold Mill Rd",,,Salesforce
9643571,,Alberto Santos,,,ags2013@nyu.edu,,List import
11067847,Inactive Investor,Apollo Kiganda,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,apollo.kiganda@fidelity.com,,Salesforce
10821794,Inactive Investor,Catherine McGrath,Client Associate;Client Specialist,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,vdagupati@rwbaird.com,,Salesforce
10825591,Inactive Investor,Patrick Armstrong,,LPL Financial LLC Painesville OH 77 N Saint Clair St,patrick.armstrong@lpl.com,,Salesforce
11159506,Inactive Investor,Bruce Davidson,Chief Compliance Officer;Operations Specialist,"Claremont Financial Group, Inc.",bruce@claremontfinancial.com,,Salesforce
10998624,Inactive Investor,Joaquin Camargo,,PFS Investments Inc. Jacksonville FL 3161 Saint Johns Bluff Rd S,joaquin.camargo@primerica.com,,Salesforce
11004053,Inactive Investor,Theodore Katelas,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",theodore.katelas@equitable.com,,Salesforce
9643842,,ARGYRO KOUKOULA,,,aargyroo@gmail.com,,List import
9609809,,Sean Hensley,,,seanhensleyie@gmail.com,,List import
10906159,Inactive Investor,Kraig Mickelsen,,"Arete Wealth Management, LLC Saint Charles IL 555 S Randall Rd",kraig.mickelsen@aretewealth.com,,Salesforce
10934905,Inactive Investor,Christopher Blahut,,"Lion Street Financial, LLC Beaufort SC Private Residence",cblahut@lionstreet.com,,Salesforce
11002263,Inactive Investor,Duncan Clanton,,"Allstate Financial Services, LLC Deridder LA 1911 N Pine St",duncanclanton@allstate.com,,Salesforce
10926962,Inactive Investor,Jose Machuca,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11200571,Inactive Investor,Matthew Ward,,"HighTower Securities, LLC Deerfield IL 1074 Knollwood Rd",,,Salesforce
10950031,Inactive Investor,Donna Adams,,"OneAmerica Securities, Inc. McHenry IL 2400A W Johnsburg Rd",donna.adams@oasecurities.com,,Salesforce
9554931,,Javier Bolivar,,,gssjavier@hotmail.com,,
11070284,Inactive Investor,Peter Campbell,Lead Financial Advisor;Managing Member,Bull Oak,peter@bulloak.com,,Salesforce
11132543,Inactive Investor,Jack Dole,Account Executive,Fisher Investments,,,Salesforce
10790143,Inactive Investor,Walter Mooney,,"MML Investors Services, LLC Prairie Village KS Private Residence",wmooney@massmutual.com,,Salesforce
11228943,Inactive Investor,Shawn Sanchez,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10794373,Inactive Investor,Mark Lessert,Wealth Management Associate,Morgan Stanley Barrington IL 760 W Main St,mark.lessert@morganstanley.com,,Salesforce
10783431,Inactive Investor,Melita Rohm,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11205790,Inactive Investor,Colin Mattingly,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",colin.mattingly@ml.com,,Salesforce
10840829,Inactive Investor,Jeremy Grazzini,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",,,Salesforce
11258857,,Mehmet Akgunay,,,greyscale.tighten354@passmail.net,,Web Form Fillout
10617953,,Daniel Murphy,,,daniel.murphy2@equitable.com,,List Import
11128365,Inactive Investor,Paul Richards,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",paul.richards@nm.com,,Salesforce
11210060,Inactive Investor,Jaron Price,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jaron.price@fidelity.com,,Salesforce
10859619,Inactive Investor,Ronald Lee,,Cetera Advisor Networks LLC Hot Springs National Park AR 1801 Central Ave,,,Salesforce
10644598,,Nicholas Burke,,,nicholas.burke@countryfinancial.com,,List Import
10787301,Inactive Investor,Reginald Hammonds,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",reginald.hammonds@wellsfargoadvisors.com,,Salesforce
2836859,,Christopher Furgason,,,boughtadreamwithasoul@gmail.com,,
11014492,Inactive Investor,Yenvy Truong,Senior Advisor,Emergent Global Investments,yenvy@emergentgi.com,,Salesforce
11014507,Inactive Investor,Daniel Zhao,,Deutsche Bank Securities Inc.,,,Salesforce
9542245,,Ongun Yavrucu,,,ongun@yavrucucapital.com,,List import
9596834,,Michael Gioffre,,,michael.gioffre@pnc.com,,List import
10928026,Inactive Investor,Ryon Simon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9556562,,Neil Bernstein,,,nbernstein@massmutual.com,,List import
10814552,Inactive Investor,Shari Warezak,Financial Advisor;Senior Vice President,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,shari.warezak@morganstanley.com,,Salesforce
9555215,,Seán Hughes,,,hughsie42@gmail.com,,List import
10778665,Inactive Investor,Marc Mahat,,"Wells Fargo Clearing Services, LLC",marc.mahat@wellsfargoadvisors.com,,Salesforce
9609556,,Quincy Rakgwathe,,,blackgloves007@gmail.com,,List import
170028,,Bartlomiej Korpak,,[Unknown],bk.social1@gmail.com,,
10877528,Inactive Investor,Abigayle Larkin,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Chicago IL 801 N Clark St",abigayle.larkin@usbank.com,,Salesforce
10962502,Inactive Investor,Nolita Williams,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,nolita.williams@primerica.com,,Salesforce
10954801,Inactive Investor,Jacob Zimmer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11142908,Inactive Investor,Monika Walczak,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",monika_walczak@ml.com,,Salesforce
11150456,Inactive Investor,Robert Miller,Financial Advisor,Money Concepts Capital Corp Saint Peters MO 5600 Mexico Rd,rmiller@moneyconcepts.com,,Salesforce
11017507,Inactive Investor,Sarah Southworth,,"Cambridge Investment Research, Inc. Fort Wayne IN 8815 Lima Rd",,,Salesforce
9641386,,Steven Williams,,,steven@invictuscapital.com,,List import
11158595,Inactive Investor,Kurt Schuler,Chief Information Officer;Managing Member;Principal,"Old Mission Investment Company, LLC",schuler@omico.net,,Salesforce
11016392,Inactive Investor,Leslie Montana,Registered Principal,LPL Financial LLC Exton PA 224 Valley Creek Blvd,leslie.williams@lpl.com,,Salesforce
9566338,,JOHN M SHALL,,,jshall@dkscpa.com,,List import
10956280,Inactive Investor,Dalton Eastup,Financial Advisor,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,deastup@rwbaird.com,,Salesforce
9601280,,Denis Higgins,,,dhiggins@edelsteincpa.com,,List import
11158415,Inactive Investor,James Martin,,"CFD Investments, Inc. Ft Loudon PA Private Residence",james.martin@cfdinvestments.com,,Salesforce
10936198,Inactive Investor,Cynthia Hanson,,"Osaic Wealth, Inc. West Bloomfield MI 6573 Alden Dr",,,Salesforce
11037298,Inactive Investor,Joseph Pombriant,Financial Advisor,Park Avenue Securities LLC West Orange NJ 104 Marion Dr,,,Salesforce
11174833,Inactive Investor,Robert Palmer,Financial Advisor,Edward Jones Portland OR 1237 NE M L King Blvd,,,Salesforce
11213258,Inactive Investor,Brian Sohn,,"Avantax Investment Services, Inc. Okoboji IA 1801 Hwy 71 N",brian.sohn@avantax.com,,Salesforce
9588914,,Yves Balcer,,,yves.balcer@fortlp.com,,List import
9635243,,Vincent Parisi,,,vparisi@sfr1.com,,List import
10851800,Inactive Investor,Abyssinia Vanterpool,,Goldman Sachs & Co.,abyssinia.vanterpool@gs.com,,Salesforce
1882218,,Edson Maciel,,[Unknown],edsonabw@gmail.comed,,
9634946,,John Bailes,,,john.bailes@ceteraadvisors.com,,List import
9589199,,Manindra Majumdar,,,manindra@tokenizer.cc,,List import
9608379,,Franklin Mejias,,,frankmejias22@gmail.com,,List import
11135206,Inactive Investor,Maritza Rosa-Maldonado,,Morgan Stanley McLean VA 1650 Tysons Blvd,,,Salesforce
233123,,Roslyn Taylor -,,Roslyn  Taylor [[Unknown]],beautybarnow@gmail.com,,
9568818,,Charlie Sottoriva,,,csottoriva@financialguide.com,,List import
10903871,Inactive Investor,Bethany Shutko,,State Farm VP Management Corp. New Haven MI 36391 26 Mile Rd,,,Salesforce
11142075,Inactive Investor,Megan Bailey,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",megan_bailey@ml.com,,Salesforce
10955223,Inactive Investor,Kavon Westberry,Financial Advisor,Thrivent Investment Management Inc.,kavon.westberry@thrivent.com,,Salesforce
10975514,Inactive Investor,John Phillip Macalaguin,Financial Advisor,Edward Jones Libertyville IL 712 Florsheim Dr,jp.macalaguin@edwardjones.com,,Salesforce
9547647,,Sean Oflaherty,,,seano@pensionmark.com,,List import
166063,,rfg gf,,[Unknown],fg@gmail.com,,Content
11084013,Inactive Investor,Jennifer Dunlap,Chief Compliance Officer,"Pekin Hardy Strauss, Inc. Chicago IL 161 N Clark St",,,Salesforce
374667,,Nadine Nikolova,,JP Morgan,nadine.e.nikolova@jpmorgan.com,,Event
10787995,Inactive Investor,Patricia Stark,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",,,Salesforce
10934955,Inactive Investor,Edward Barbee,,PFS Investments Inc. South Holland IL 15525 S Park Ave,8xkmb@primerica.com,,Salesforce
10826175,Inactive Investor,Mary Dusablon,Senior Investment Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",mary.dusablon@rbc.com,,Salesforce
10801544,Inactive Investor,Jennifer Henderson,Senior Vice President - Wealth Management,UBS Financial Services Inc. College Station TX 175 Century Square Dr,jennifer.henderson@ubs.com,,Salesforce
238298,,Frederic Court,,[Unknown],fcourt@gmail.com,,
11178087,Inactive Investor,Phillip Foster,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",phillip.foster@tfaconnect.com,,Salesforce
9630931,,Peteris Gulans,,,peterisgg@gmail.com,,List import
11188472,Inactive Investor,Britton Wilson,Financial Advisor,Edward Jones Bedford MA 110 Great Rd,britton.wilson@edwardjones.com,,Salesforce
10788853,Inactive Investor,Carl Zuckerberg,Chief Compliance Officer;Chief Investment Strategist;Founding Principal;Principal;Regulatory Contact,RZH Advisors LLC,carlz@rzhadvisors.com,,Salesforce
10819659,Inactive Investor,Lewis Monroe,,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
10524406,,Steve Rubakh,,,sr@integratedventures.io,,Web Form Fillout
11260400,Inactive Investor,Joshua Cabada,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10974737,Inactive Investor,Sally Levesque,,"Bankers Life Securities, Inc. Warwick RI 475 Kilvert St",sally.levesque@bankerslife.com,,Salesforce
11198181,Inactive Investor,David Black,Investment Advisor,Edelman Financial Engines Phoenix AZ 4742 N 24th St,dblack@edelmanfinancialengines.com,,Salesforce
11121364,Inactive Investor,Cara Arnold,,"Securities Management & Research, Inc. Clarkesville GA 562 Washington St",,,Salesforce
11005745,Inactive Investor,Maria Messarina,,"PWA Securities, LLC Miami FL 200 S Biscayne Blvd",mmessarina@provwealth.com,,Salesforce
10813653,Inactive Investor,Peter Hong,,"American Portfolios Financial Services, Inc. Long Island City NY 3418 Northern Blvd",phong@americanportfolios.com,,Salesforce
322096,,Ian Walker,"Consultant - Relations, Director",Calamos Advisors LLC,iwalker@calamos.com,630-245-7200,
10863845,Inactive Investor,Patrick O'Brien,Financial Advisor,"Ameriprise Financial Services, LLC Putnam CT 50 Canal St",patrick.obrien@ampf.com,,Salesforce
235702,, -,,[[Unknown]],therealgazt4@gmail.com,,
10926420,Inactive Investor,Elizabeth Gokhman,,Goldman Sachs & Co.,,,Salesforce
11021118,Inactive Investor,Conner Covington,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,conner_covington@vanguard.com,,Salesforce
351654,,Chris Douglas,Managing Director,Ch Douglas & Gray Wealth Management,chd@chdouglas.com,317-843-8300,Manual List Upload
11047071,Inactive Investor,Brian Eliff,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",brian.eliff@ml.com,,Salesforce
9644192,,joe ishino,,,joe@smzfinancialgroup.com,,List import
11016239,Inactive Investor,Mardochee Charles,,PFS Investments Inc. Hollywood FL 4000 Hollywood Blvd,mardocheecharles@primerica.com,,Salesforce
11134302,Inactive Investor,Aderito Morais,,"The Investment Center, Inc. Charlotte NC 7421 Carmel Executive Park Dr",emorais@investmentctr.com,,Salesforce
3107396,,Kaylee Ostberg,,,k.r.ostberg1988@gmail.com,,
11011799,Inactive Investor,Alexis Halsey,,"Mutual of Omaha Investor Services, Inc. Marlton NJ 9000 Lincoln Dr E",,,Salesforce
11084293,Inactive Investor,Linda Vu,Financial Advisor,"Osaic Wealth, Inc. Atlanta GA 1633 Mount Vernon Rd",,,Salesforce
10765036,Inactive Investor,Jorge Guerra,International Client Advisor,Morgan Stanley San Diego CA 101 W Broadway,jorge.guerra@morganstanley.com,,Salesforce
10645840,,Nora Montgomery,,,nora.montgomery@jpmorgan.com,,List Import
10822718,Inactive Investor,Michael Maggi,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",michael.maggi@raymondjames.com,,Salesforce
9541884,,Anton Sidorenko,,,sidorenkoa83@gmail.com,,List import
11014328,Inactive Investor,Eulises Gallegos Chavez,,J.P. Morgan Securities LLC Montebello CA 896 W Beverly Blvd,eulises.gallegos-chavez@jpmorgan.com,,Salesforce
10805862,Inactive Investor,Alexander Maffett,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Richmond VA 919 E Main St",alex.maffett@rbc.com,,Salesforce
11157342,Inactive Investor,Ellen Cunningham,,"Stifel, Nicolaus & Company, Incorporated Melbourne FL 6769 N Wickham Rd",,,Salesforce
10958966,Inactive Investor,Luis Castillo,,"TIAA-CREF Individual & Institutional Services, LLC Austin TX 9600 Great Hills Trl",luis.castillo@tiaa.org,,Salesforce
9627938,,? ?,,,ljy960907@163.com,,List import
346264,,Stewart Long,Senior Associate,"Roark Capital Management, Llc",slong@roarkcapital.com,404-591-5200,Manual List Upload
370493,,Rob Souza,,[Unknown],rsouza@gamblejonescapital.com,,Salesforce
1962810,,ayhan bei,,[Unknown],beiayhan9220@gmail.com,,
11156995,Inactive Investor,Joshua Smittkamp,Chief Compliance Officer;Chief Operating Officer,Dover Partners Inc,,,Salesforce
11254587,Inactive Investor,Benjamin Kirchoff,Financial Advisor;Senior Vice President,Morgan Stanley Edwardsville IL 6181 Bennett Dr,,,Salesforce
229470,, -,,[[Unknown]],wraithtrader@gmail.com,,Organic Search
11143906,Inactive Investor,David Merrick,Financial Advisor,Edward Jones The Villages FL 715 Kristine Way,dave.merrick@edwardjones.com,,Salesforce
10810637,Inactive Investor,David Mehram,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Ann Arbor MI 2723 S State St",david.mehram@wellsfargoadvisors.com,,Salesforce
10820663,Inactive Investor,Ardell Roan,Branch Manager,"Wells Fargo Advisors Financial Network, LLC New City NY 17 Squadron Blvd",ardell.l.roan@wfafinet.com,,Salesforce
10644064,,Peter Vlagos,,,peter.vlagos@guggenheimfunds.com,,List Import
10970554,Inactive Investor,Grant Redmond,,J.P. Morgan Securities LLC Las Vegas NV 9770 S Maryland Pkwy,grant.p.redmondiii@jpmorgan.com,,Salesforce
10878485,Inactive Investor,Louis Flamino,Managing Director;Senior Wealth Manager,Lido Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10619455,,Stephen Senesac,,,ssenesac@forumfinancial.com,,List Import
10793077,Inactive Investor,Curtis Casey,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Charlotte NC 3125 Springbank Ln",curtis.m.casey@ampf.com,,Salesforce
9612540,,Dean Egerter,,,degerter@harrisonst.com,,List import
337592,,Michael Lonergan,Director,Overlook Investments Limited,mlonergan@overlookinv.com,852-291-20805,Manual List Upload
11043760,Inactive Investor,Thomas Walker,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",thomas.walker@nm.com,,Salesforce
10611446,,Mark Mezzone,Financial Advisor,,mark.mezzone@raymondjames.com,,List Import
9635345,,Robert Minturn,,,rminturn@northeastinvest.com,,List import
11018069,Inactive Investor,Andrew Altop,,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",,,Salesforce
11132552,Inactive Investor,Shawn Alaniz,Chief Compliance Officer;Chief Executive Officer;President,"Boston Mountain Money Management, Inc.",,,Salesforce
11165602,Inactive Investor,Jordan Baron,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jordan.baron@ubs.com,,Salesforce
348001,,Thomas Hamilton,Associate,"Gf Capital Asset Advisors, Llc",thamilton@gfcap.com,212-433-1234,Manual List Upload
10971610,Inactive Investor,Amber Andre,Financial Advisor,Lincoln Investment Slidell LA 2019 2nd St,aandre@lincolninvestment.com,,Salesforce
10935297,Inactive Investor,W Gabrielsen,,LPL Financial LLC Biddeford ME Private Residence,,,Salesforce
11188749,Inactive Investor,Maryanne Morrissey,Financial Advisor,Janney Montgomery Scott LLC,mmorrissey@janney.com,,Salesforce
10992022,Inactive Investor,Stephen Craig,,NYLIFE Securities LLC Tulsa OK 2431 E 61st St,scraig@ft.newyorklife.com,,Salesforce
10937934,Inactive Investor,Aurilis Sanchez,,PFS Investments Inc. Wayne NJ 500 Valley Rd,aurilis.sanchez@primerica.com,,Salesforce
9588911,,Kevin Cuff,,,kcuff@verdence.com,,List import
9590012,,Kathleen Deggelman,,,kathleen@deggelman.com,,List import
11046339,Inactive Investor,Jeremy Thompson,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Adaptive Financial Consulting, LLC",jt@adaptivefc.com,,Salesforce
9639021,,Briana Little,,,blittle@chinvestments.com,,List import
9609376,,john miller,,,closersssss@yahoo.com,,List import
373862,,Ansermo Arthur,,[Unknown],darthur1621@mac.com,,source
11125033,Inactive Investor,Christine McComas,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",christine.mccomas@wellsfargoadvisors.com,,Salesforce
11058118,Inactive Investor,Jeremy Wilson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10846759,Inactive Investor,Matthew Dean,,J.P. Morgan Securities LLC Akron OH 2435 N Cleveland Massillon Rd,matthew.dean@jpmorgan.com,,Salesforce
11141946,Inactive Investor,Frank Arens,Financial Advisor,Edward Jones Huntington Beach CA 7755 Center Ave,frank.arens@edwardjones.com,,Salesforce
10876912,Inactive Investor,Lauren Bergen,Client Service Associate,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,lauren.kaufman@ubs.com,,Salesforce
10921163,Inactive Investor,Bruce Eckfeldt,,"Mutual Securities, Inc. Mercer Island WA 7525 SE 24th St",bruce.eckfeldt@mutualsecurities.com,,Salesforce
11167960,Inactive Investor,Anthony Schweizer,First Vice President - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,anthony.schweizer@ubs.com,,Salesforce
10871706,Inactive Investor,Shane Spells,Financial Advisor,LPL Financial LLC Warner Robins GA 128 Tommy Stalnaker Dr,shane.spells@lpl.com,,Salesforce
11124804,Inactive Investor,Robert Wygant,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",wygantr@wellsfargo.com,,Salesforce
10856006,Inactive Investor,Jennifer Pierce,Senior Financial Associate,"Benjamin F. Edwards & Company, Inc. Alpharetta GA 12600 Deerfield Pkwy",jennifer.pierce@benjaminfedwards.com,,Salesforce
9640093,,Patrick Mamathuba,,,patrick.mamathuba@stanlib.com,,List import
10903549,Inactive Investor,John Satterfield,Vice President,"Amuni Financial, Inc. Little Rock AR 1501 N University Ave",jsatterfield@amuni.com,,Salesforce
11051038,Inactive Investor,Mary Johnson,Secretary;Treasurer,"Fountain Financial Group, Inc.",mary@fountainwealth.com,,Salesforce
9646896,,Gary Benitt,,,garybenitt@gmail.com,,List import
10934331,Inactive Investor,Patrick Brennan,Investment Advisor Representative,"Osaic Wealth, Inc. Winthrop ME 168 Main St",,,Salesforce
11148951,Inactive Investor,Preston Johnson,,Thrivent Investment Management Inc. Rice Lake WI 2902 S Wisconsin Ave,preston.johnson@thrivent.com,,Salesforce
10785857,Inactive Investor,Kathy Borkovec,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",kathy.borkovec@schwab.com,,Salesforce
10489844,,Mark Stegman,Financial Advisor,Insight Wealth Partners,mark.stegman@insightwp.com,972-543-4800,List Import
10973552,Inactive Investor,George Andrianas,,J.P. Morgan Securities LLC Flushing NY 7141 Main St,george.andrianas@jpmorgan.com,,Salesforce
9575770,,Jennifer Musso,,,jennifermusso@ymail.com,,List import
9556296,,Denys Gerbei,,,denysgerbei@yahoo.com,,List import
11192272,Inactive Investor,Rena Balistrieri,Member,"Christian Wealth Management, LLC Vienna VA 1934 Old Gallows Rd",,,Salesforce
10487173,,Erin Tucker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",erin.tucker@ml.com,,List Import
10794048,Inactive Investor,William Evanson,Financial Advisor,LPL Financial LLC Presque Isle WI Private Residence,kent.evanson@lpl.com,,Salesforce
10792433,Inactive Investor,Adam Keele,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10822077,Inactive Investor,David Weinberg,,"Kestra Investment Services, LLC Zanesville OH 3983 Northpointe Dr",,,Salesforce
11036102,Inactive Investor,Clay Morris,Client Service Associate,LPL Financial LLC Seal Beach CA 13001 Seal Beach Blvd,clay.morris@lpl.com,,Salesforce
10651417,,Mohammad Reza Hajizadeh,,,momobelljium1977@gmail.com, +98 9398833725,Web form fillout
11045071,Inactive Investor,Tyler Carlin,,"Farmers Financial Solutions, LLC Orangevale CA 9300 Madison Ave",tcarlin@farmersagent.com,,Salesforce
9613124,,Jeffrey Scott,,,jscott@ftadvisors.com,,List import
10776561,Inactive Investor,John Obrien,,Municipal Asset Management Inc New York NY 60 E 42nd St,ob@maminvestments.com,,Salesforce
151491,,Socratis Michaelides,,[Unknown],socratis1602@gmail.com,,
11026733,Inactive Investor,Pablo Luna,,Citigroup Global Markets Inc. New York NY 330 Madison Ave,pablo.j.luna@citi.com,,Salesforce
10894811,Inactive Investor,Kyle Spitzer,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",,,Salesforce
10755493,Inactive Investor,Olga Haugland,Financial Advisor,"Ameriprise Financial Services, LLC Chandler AZ 5690 W Chandler Blvd",olga.a.haugland@ampf.com,,Salesforce
9634069,,Otto Geyer,,,willsale2or4u@gmail.com,,List import
10613866,,Scott Rosenberg,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,scott.rosenberg@ubs.com,,List Import
10780964,Inactive Investor,Keith Burner,Financial Advisor;Financial Planning Specialist;International Client Advisor;Portfolio Management Director;Senior Investment Man,Morgan Stanley Alexandria VA 333 John Carlyle St,keith.burner@morganstanley.com,,Salesforce
11198468,Inactive Investor,Rocio Chavez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,rocio.chavez@jpmorgan.com,,Salesforce
10812611,Inactive Investor,Victor Montas,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",victor.montas@ml.com,,Salesforce
10784578,Inactive Investor,Tina Nystedt,Private Wealth Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",tina.nystedt@ml.com,,Salesforce
11062610,Inactive Investor,Sean Wilson,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",sdwilson@tiaa-cref.org,,Salesforce
11161171,Inactive Investor,Robert Sabev,,"Regal Securities, Inc.",rsabev@regalsecurities.com,,Salesforce
9549384,,Alexander Gourlay,,,alex.gourlay@53.com,,List import
10962996,Inactive Investor,Alejandra Cabrera,,"Wells Fargo Clearing Services, LLC Longwood FL 120 S US Hwy 17/92",,,Salesforce
9643935,,Steven Flashner,,,s_flashner@hotmail.com,,List import
10914152,Inactive Investor,Nicholas Crocitto,,Morgan Stanley Stamford CT 4 Landmark Sq,nick.crocitto@morganstanley.com,,Salesforce
10961518,Inactive Investor,Andre Hadzi-Pavlovic,Chief Compliance Officer;Chief Operating Officer,Core Financial El Segundo CA 200 N Pacific Coast Hwy,,,Salesforce
10509942,,Chris Ward,,Salient Financial,chris.a.ward@lpl.com,,List Import
5944848,,Terry Miller,,,savinglivesinthe814area@gmail.com,,Web Form Fillout
10981581,Inactive Investor,Eric Faulkenberry,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10807933,Inactive Investor,Laura Mclaughlan,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,laura.mclaughlan@morganstanley.com,,Salesforce
11191808,Inactive Investor,Michael Federle,Financial Consultant,"Charles Schwab & Co., Inc. Middletown OH 6862 Liberty Plaza Dr",,,Salesforce
10795952,Inactive Investor,Peter Nardin,Branch Manager;Executive Director;Regional Manager,Morgan Stanley Palm Beach FL 450 Royal Palm Way,peter.nardin@morganstanley.com,,Salesforce
11107471,Inactive Investor,James Yonally,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
103745,,Jeff Hanks,,Unity Technologies,jeffhanks@gmail.com,503-724-4222,
9624525,,Charles Burnham,,,clburnham@yahoo.com,,List import
11236978,Inactive Investor,Kyler Burke,Investment Advisor;Wealth Management Advisor,"Legacy Wealth Management, LLC",kyler@legacywealthmg.com,,Salesforce
10857954,Inactive Investor,Tyler Kimball,Investment Advisor Representative,GWN Securities Inc. Greensburg PA 1 Northgate Sq,tkimball@gwnsecurities.com,,Salesforce
10906481,Inactive Investor,Steven Ryan,,PNC Investments Dayton OH 3160 Dayton Xenia Rd,steven.ryan@pnc.com,,Salesforce
10840880,Inactive Investor,Estela McClean,Trustee,"Evermay Wealth Management, LLC",,,Salesforce
10859858,Inactive Investor,Patricia Nelson-Scott,,"CUSO Financial Services, L.P. Livonia MI 37373 7 Mile Rd",pnelsonscott@cusonet.com,,Salesforce
10897796,Inactive Investor,Adam Burchfield,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11150935,Inactive Investor,Rebecca Zwerin,Assistant Vice President;Consultant - Internal,"Raymond James & Associates, Inc.",rebecca.zwerin@raymondjames.com,,Salesforce
11142948,Inactive Investor,Brett Paxman,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lehi UT 3600 N Outlet Pkwy",,,Salesforce
9585755,,Tareq Imtiaz Ravien,,,tareqimtiaz.ravien@gmail.com,,List import
9541956,,Amy Adams,,,adams@cna.com,,List import
10881973,Inactive Investor,Juan Inchausti,,"Wells Fargo Clearing Services, LLC Westfield NJ 443 North Ave W",juan.m.inchausti@wellsfargo.com,,Salesforce
10954057,Inactive Investor,Ryan Berkstresser,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
7675633,,jcl stocks,,,stocksjcl@gmail.com,,Web Form Fillout
11195992,Inactive Investor,Gary Wheeler,,State Farm VP Management Corp. Dublin OH 260 Bradenton Ave,gary.wheeler.g0rf@statefarm.com,,Salesforce
11012541,Inactive Investor,Connie Ravella,,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",connie.ravella@lfg.com,,Salesforce
11095454,Inactive Investor,Anthony Recco,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",anthony.recco@ml.com,,Salesforce
11126901,Inactive Investor,Christopher Chen,,"Allstate Financial Services, LLC Burlingame CA 1502 Adeline Dr",christopherchen@allstate.com,,Salesforce
336953,,Michael Butkus,"Vice President, Senior Investment Analyst","Atlanta Consulting Group Advisors, Llc",michael.butkus@theatlantaconsultinggroup.com,888-317-2810,Manual List Upload
11055012,Inactive Investor,Eileen Oujo,,"Avantax Investment Services, Inc. Belmar NJ 1540 State Rte 138",,,Salesforce
11060951,Inactive Investor,Keith Delacour,Financial Advisor,Edward Jones Smethport PA 209 W Main St,keith.delacour@edwardjones.com,,Salesforce
10780861,Inactive Investor,Joseph Quirk,Managing Director,Neuberger Berman BD LLC San Francisco CA 655 Montgomery St,,,Salesforce
246348,,Not Provided,,St. John’s children’s home,rancherocadillac@yahoo.com,,Manual List Upload
9583130,,Allen Resha,,,allenresha@icloud.com,,List import
11199821,Inactive Investor,David Gawne,,LPL Financial LLC Wexford PA 2000 Corporate Dr,,,Salesforce
11255460,Inactive Investor,Austin Lytle,Financial Advisor,"IFG Advisory, LLC Mooresville NC 150 Fairview Rd",,,Salesforce
11036190,Inactive Investor,Matthew Case,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Rochester NY 35 Celebration Dr",matthew.case@tiaa.org,,Salesforce
11007837,Inactive Investor,Michael Johnson,,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",ryan.johnson@prudential.com,,Salesforce
11024382,Inactive Investor,Bindu Verma,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10933898,Inactive Investor,Christopher Fowler,,Thrivent Investment Management Inc. Salisbury NC 108 S Main St,chris.fowler@thrivent.com,,Salesforce
11183432,Inactive Investor,Rebecca Thompson,,State Farm VP Management Corp. Lockport NY 3969 Lockport Olcott Rd,becky.thompson.jw7h@statefarm.com,,Salesforce
10929129,Inactive Investor,Albert Dyduch,,"Farmers Financial Solutions, LLC Chicago IL 6900 W Belmont Ave",,,Salesforce
11223275,,Thomas Keeney,,,tom.keeney@merceradvisors.com,,List Import
10875984,Inactive Investor,Emily Sansenbaugher,,Commonwealth Financial Network Seattle WA 111 Queen Anne Ave N,esansenbaugher@commonwealth.com,,Salesforce
10787838,Inactive Investor,Mojtaba Aminikharrazi,,PFS Investments Inc. Upland CA 151 D St,mojtaba.aminikharrazi@primerica.com,,Salesforce
374060,,Terrance McDonnell,,[Unknown],tjmcdvm@protonmail.com,,source
9577041,,Robert Pfahl,,,rpfahl@pfginc.com,,List import
11137741,Inactive Investor,Qin Wu,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",q.wu@transamerica.com,,Salesforce
10854765,Inactive Investor,Jonathan Forsythe,Senior Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9644305,,Paul Stahl,,,pstahlemail@gmail.com,,List import
10999657,Inactive Investor,Richard Mcfall,,"Bankers Life Securities, Inc. New Albany IN 3620 Blackiston Blvd",richard.mcfall@bankerslife.com,,Salesforce
11041383,Inactive Investor,Kimberly Abbs,,"Raymond James & Associates, Inc. Gainesville GA 340 Jesse Jewell Pkwy SE",kimberly.abbs@raymondjames.com,,Salesforce
11081051,Inactive Investor,Lena Cho,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",lena.cho@ml.com,,Salesforce
11090222,Inactive Investor,Kennon Grose,Chief Compliance Officer;Chief Executive Officer,"AssetBuilder, Inc.",kennong@assetbuilder.com,,Salesforce
11104070,Inactive Investor,Delia Diaz-Guadarrama,,"Allstate Financial Services, LLC Chicago IL 4357 W Diversey Ave",deliadiazguadarrama@allstate.com,,Salesforce
9550305,,Joseph Jandreau,,,jjandreau@commonwealth.com,,List import
11165664,Inactive Investor,Teresa Sullenger,,Infinity Financial Services Atascadero CA Private Residence,teresa@8financial.com,,Salesforce
9644080,,ron demao,,,redphd@tampabay.rr.com,,List import
241402,,Jay Shaffer,,Erie Insurance Group,jay.shaffer@erieinsurance.com,(800) 458-0811,Database Upload
10932642,Inactive Investor,Colm Bailey,Financial Advisor,"CUSO Financial Services, L.P. Summerville SC 1000 N Main St",,,Salesforce
10995990,Inactive Investor,Jason Scheffer,,PFS Investments Inc. Overland Park KS 8500 W 110th St,jscheffer@primerica.com,,Salesforce
11261942,Inactive Investor,Todd Murphy,President & CIO,Garrison Murphy Wealth Management,tmurphy@gmwmllc.com, +1 716 462 5468,Google Natural Search
351962,,Heather Thurgood,Registered Assistant,"Retirement Planning Specialists, Inc.",heather@rpsemail.com,541-482-0138,Manual List Upload
11157235,Inactive Investor,Leslie Starck,Senior Consultant,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",leslie.starck@wellsfargoadvisors.com,,Salesforce
9606468,,Bob Z Zeimis,,,teamzetek@gmail.com,,List import
35094,,Travis Brown,Financial Advisor,"MML Investors Services, LLC",tbrown@massmutual.com,443-956-3342,
11123008,Inactive Investor,Rita Schwartz,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",rschwartz@siebertnet.com,,Salesforce
9578930,,John Lunghino,,,john@spectrumwm.com,,List import
10860708,Inactive Investor,Tom Halvorson,Founder;Wealth Advisor,Freestate Advisors LLC,tom@freestateadvisors.com,,Salesforce
11207917,Inactive Investor,Jake Rodriques,Financial Advisor,Morgan Stanley Tampa FL 100 N Tampa St,jake.rodriques@morganstanley.com,,Salesforce
10871891,Inactive Investor,Ryan Krause,Financial Advisor,Edward Jones Dana Point CA 32834 Pacific Coast Hwy,ryan.krause@edwardjones.com,,Salesforce
10819871,Inactive Investor,Robert Nguyen,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10612347,,Ruth Rennert,Financial Advisor,,ruth.rennert@prudential.com,,List Import
10779569,Inactive Investor,Shirley Chang,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,shirley.chang@jpmorgan.com,,Salesforce
10984746,Inactive Investor,Sarah Willson,,"Walnut Private Equity Partners, LLC",,,Salesforce
11089555,Inactive Investor,Douglas Saletnik,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10613878,,Elizabeth Deane,"Financial Advisor, Senior Vice President - Wealth Management",,elizabeth.deane@ubs.com,,List Import
9592619,,yoan elouard,,,elouard.yoan.25@gmail.com,,List import
11031873,Inactive Investor,Daniel Blowers,,"Farmers Financial Solutions, LLC Missoula MT 1705 S Reserve St",dblowers@farmersagent.com,,Salesforce
11164011,Inactive Investor,Lisa McCue,,Cetera Investment Services LLC Milton WI 202 Merchant Row,lisa.mccue@ceterais.com,,Salesforce
11046040,Inactive Investor,Derrick Vickery,Investment Advisor Representative,KPP Advisory Services LLC Somerset KY 406 E Mount Vernon St,,,Salesforce
10917668,Inactive Investor,Linda Christina,Senior Compliance Manager,"Raymond James & Associates, Inc.",linda.christina@raymondjames.com,,Salesforce
9568458,,Chaitanya R,,,chaitanyar.26.92@gmail.com,,List import
11041395,Inactive Investor,Fielder Whittington,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,fielder.whittington@fidelity.com,,Salesforce
11183650,Inactive Investor,Ronald Dietz,,"Wells Fargo Advisors Financial Network, LLC Kansas City MO 9237 Ward Pkwy",ronald.dietz@wfafinet.com,,Salesforce
11079490,Inactive Investor,David Corry,Financial Advisor,Edward Jones Darlington SC 106 Orange St,david.corry@edwardjones.com,,Salesforce
11114528,Inactive Investor,Tiara Gentry,Portfolio Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,tiara.gentry@morganstanley.com,,Salesforce
10843885,Inactive Investor,Fred Botek,Director;Member;Partner,"St. Clair Advisors, LLC",fredb@saintclairllc.com,,Salesforce
11082826,Inactive Investor,Wayne Slattery,,"MML Investors Services, LLC Exeter NH 149 Water St",,,Salesforce
10845373,Inactive Investor,Thomas Sherman,,"S3, Inc",,,Salesforce
10929099,Inactive Investor,Philip Danna,,"Calton & Associates, Inc.",pdanna@calton.com,,Salesforce
10978368,Inactive Investor,Burt Hochstein,,"J.H. Darbie & Co., Inc.",bhochstein@jhdarbie.com,,Salesforce
3711787,,Tracey Spencer,,,spencert505@gmail.com,,Web Form Fillout
11113993,Inactive Investor,Scott Grooms,,Cetera Advisor Networks LLC Mill Valley CA 250 Camino Alto,,,Salesforce
10795954,Inactive Investor,Todd Terhorst,,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
10847239,Inactive Investor,David Roberts,Investment Advisor;Managing Member;Regulatory Contact,Sage Hill Capital,dave@sagehillcapital.com,,Salesforce
10815639,Inactive Investor,Steven Weigandt,,"Northwestern Mutual Investment Services, LLC Loveland CO 1615 Foxtrail Dr",steven.weigandt@nm.com,,Salesforce
9614093,,Tigran Avetisyan,,,tigranlv@yahoo.com,,List import
10977819,Inactive Investor,Gaurang Joshi,,"Ameriprise Financial Services, LLC Farmington MI 28592 Orchard Lake Rd",gaurang.joshi@ampf.com,,Salesforce
9588094,,Manuel MATEOS SUTCLIFFE,,,urbaniq@mundo-i.com,,List import
9600678,,Raymond Padron,,,ray.padron@brightworth.com,,List Import
9581976,,Nisha Deshmukh,,,nd@ghosttreecap.com,,List import
11106172,Inactive Investor,Brandon Yendrey,Chief Compliance Officer;Managing Member;Owner,Yendrey Wealth Management LLC,brandon@yendrey.com,,Salesforce
10939512,Inactive Investor,Shelly Williams,,"Grove Point Investments, LLC Palos Verdes Peninsula CA 34 Rollingwood Dr",,,Salesforce
11208164,Inactive Investor,Steven Rice,Chief Financial Officer;Managing Partner;Partner;Regulatory Contact,"BlueStem Wealth Partners, LLC",steven.rice@bluestemwealthpartners.com,,Salesforce
11187223,Inactive Investor,Tara Poaletti,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11110679,Inactive Investor,Terry McCullough,,E. E. Powell & Company Inc.,tmccullough@eepowell.com,,Salesforce
229627,, -,,[[Unknown]],scd94549@gmail.com,,
11219454,,John Detisch,,,jdetisch@weitzinvestments.com,,Other
10854500,Inactive Investor,Jeffrey Widdup,Investment Advisor Representative,"Milinovich & Co., Inc Waynesburg PA 25 E High St",,,Salesforce
11029786,Inactive Investor,Scott Burns,,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",scott.burns@raymondjames.com,,Salesforce
11016851,Inactive Investor,Joseph Mcdonald,,"Equitable Advisors, LLC Warwick RI 2348 Post Rd",joseph.mcdonald@equitable.com,,Salesforce
10786365,Inactive Investor,Billy Tarkington,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,billy.tarkington@fidelity.com,,Salesforce
11080287,Inactive Investor,Lauren Barnak,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",lauren.barnak@nm.com,,Salesforce
11121945,Inactive Investor,Robert Rosin,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",robert_rosin@ml.com,,Salesforce
10936888,Inactive Investor,Joshua Silverman,Private Client Advisor;Vice President,J.P. Morgan Securities LLC San Diego CA 11995 Carmel Mountain Rd,joshua.e.silverman@jpmorgan.com,,Salesforce
11230604,Inactive Investor,Caleb Harris,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11111811,Inactive Investor,Pema Lakar,Senior Wealth Strategy Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,pema.lakar@ubs.com,,Salesforce
10488479,,Samuel Loughlin,Chief Executive Officer,"Paceline Equity Partners, LLC",lucileide.paula@hotmail.com,,List Import
11015167,Inactive Investor,Marvin Strozier,Investment Advisor,"Dempsey Lord Smith, LLC Union Point GA 4810 Lamb Ave",marvin.strozier@dempseyi.com,,Salesforce
11032626,Inactive Investor,Ryan Tillery,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,ryan.tillery@lpl.com,,Salesforce
11105585,Inactive Investor,Richard Williams,,"Cambridge Investment Research, Inc. Savannah GA 6001 Chatham Center Dr",,,Salesforce
9563789,,Rebecca Linhart,,,becky@lighttowerfinancial.com,,List import
10936956,Inactive Investor,Feng Peng,Managing Partner,Linden Rose Investment LLC Warren NJ Private Residence,feng@lindenroseinvestment.com,,Salesforce
11035707,Inactive Investor,Bret Strong,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
11129400,Inactive Investor,David D'Alessandro,Chief Compliance Officer;Financial Advisor;Founder,"Axiom Private Wealth, LLC",david@axiomprivatewealth.com,,Salesforce
11219555,,Rhonda Berger,,,rhonda.berger@brandes.com,,Other
9547200,,Arshad Muhammad,,,arshadonline128@gmail.com,,List import
10614673,,Anthony Paolano,"Assistant Vice President - Wealth Management, Financial Advisor, Financial Planning Specialist",,anthony.paolano.jr@morganstanley.com,,List Import
10792718,Inactive Investor,Ryan Sukram,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,ryan.sukram@morganstanley.com,,Salesforce
9584722,,Robert Murray,,,robert@terranetventures.com,,List import
11037502,Inactive Investor,Patrick Van Sumeren,Wealth Advisor,"Osaic Wealth, Inc. Bay City MI 3865 Wilder Rd",,,Salesforce
10850793,Inactive Investor,Danny Nguyen,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,danny.nguyen@fidelity.com,,Salesforce
9630250,,Vikesh Govind,,,vikesh@hotmail.com,,List import
9639758,,Kamal Pallan,,,kpallan@kuramocapital.com,,List import
11139420,Inactive Investor,Gregory Larson,Financial Advisor,"Ameriprise Financial Services, LLC Bridgewater NJ 1661 Rte 22 W",gregory.j.larson@ampf.com,,Salesforce
226325,,Syed -,,United States,syed1952@hotmail.com,,Initial Salesforce Import
10846978,Inactive Investor,Gary Miller,,Country Capital Management Company McHenry IL 607 Front St,gary.miller@countryfinancial.com,,Salesforce
10907559,Inactive Investor,Kevin Rice,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",kevin.rice@nm.com,,Salesforce
11122625,Inactive Investor,Richard Mueller,Financial Advisor,Edward Jones Mount Pleasant IA 207 E Washington St,rich.mueller@edwardjones.com,,Salesforce
11188265,Inactive Investor,Heath Reineke,,National Bank of Canada Financial Inc.,,,Salesforce
10902388,Inactive Investor,Gabriel Hosier,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10608178,,Shanna Kennedy,,,shanna.kennedy1@usbank.com,,Web Form Fillout
11164967,Inactive Investor,Matthew Nocco,,Cetera Investment Services LLC New York NY 1430 Broadway,matthew.nocco@ceterainvestors.com,,Salesforce
10765150,Inactive Investor,Charlene Salyers,Assistant Vice President;Director,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,charlene.salyers@morganstanley.com,,Salesforce
11089376,Inactive Investor,Michael Roberto,Portfolio Manager,J.P. Morgan Securities LLC New York NY 277 Park Ave,michael.roberto@jpmorgan.com,,Salesforce
11068764,Inactive Investor,Wendy Wise,,State Farm VP Management Corp. Tucson AZ 1880 E Tangerine Rd,,,Salesforce
11173086,Inactive Investor,Charles Norfleet,,Cetera Advisor Networks LLC Weston MA 83 Loring Rd,,,Salesforce
10829951,Inactive Investor,Margaret Reister,Financial Professional,"MML Investors Services, LLC Crown Point IN 615 N Indiana Ave",mareister@financialguide.com,,Salesforce
10935769,Inactive Investor,Patricia Romig,,"MML Investors Services, LLC",,,Salesforce
10914953,Inactive Investor,Kevin O'Neill,,Cetera Advisors LLC El Paso TX 700 N Stanton St,kevin.oneill@ceteraadvisors.com,,Salesforce
11163174,Inactive Investor,Beth McDowell,,Commonwealth Financial Network Mullica Hill NJ Private Residence,bmcdowell@commonwealth.com,,Salesforce
9602734,,Eyob Girma,,,eyobgirma96@gmail.com,,List import
9549591,,Kurt Dolnier,,,kdolnier@aol.com,,List import
9543294,,Gretchen Ricker,,,g.ricker@transamerica.com,,List import
11009014,Inactive Investor,Koy Kosek,,LPL Financial LLC Chicago IL 320 S Canal St,koy.kosek@lpl.com,,Salesforce
10644147,,Scott Bowman,,,scott.bowman@edwardjones.com,,List Import
11076926,Inactive Investor,Richard Robbins,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",richard.robbins@wellsfargoadvisors.com,,Salesforce
10878960,Inactive Investor,Laura Patrick,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,laura.patrick@fmr.com,,Salesforce
221910,,Chris den Daas,,[Unknown],daasc111@gmail.com,,Organic Search
10845587,Inactive Investor,Brian Bender,Regional Vice President,PFS Investments Inc. Plainville CT 146 New Britain Ave,brian.bender@primerica.com,,Salesforce
9625022,,johnna vito,,,jvito9@gmail.com,,List import
10866628,Inactive Investor,Lucas Swygard,Owner;President;Senior Financial Advisor,"James River Asset Management, LLC",,,Salesforce
10505294,,Karlene Waugh,Manager,VM Group,waugh.karlene@gmail.com,8763162792,List Import
10791259,Inactive Investor,Philip Gauntlett,,Cetera Investment Services LLC New Port Richey FL 6335 US Hwy 19,,,Salesforce
11058751,Inactive Investor,Amanda McCarver,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,amanda.mccarver@fidelity.com,,Salesforce
10838318,Inactive Investor,James Perryman,,"Perryman Securities, Inc.",,,Salesforce
10852501,Inactive Investor,Lyndi Wright,Regional Vice President,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,lyndi.wright@primerica.com,,Salesforce
11019204,Inactive Investor,Erik Foote,,J.P. Morgan Securities LLC Riverton NJ 113 Rte 130 S,erik.foote@jpmorgan.com,,Salesforce
336303,,Steven Fracchia,"Chief Operating Officer, Shareholder",Southeastern Asset Management Inc.,sfracchia@seasset.com,901-761-2474,Manual List Upload
157291,,Brandon Ang,,[Unknown],brandonang33@gmail.com,,
10659316,,Vanyo Manov,,,vanyo.d.manov@jpmorgan.com,,List Import
10999709,Inactive Investor,Jeremy Priar,,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",jpriar@htk.com,,Salesforce
11046208,Inactive Investor,Sheryl Hill,Financial Advisor,"Ameriprise Financial Services, LLC Athens OH 92 N Court St",sheryl.k.hill@ampf.com,,Salesforce
10866115,Inactive Investor,Darlene Landor,,"Kestra Investment Services, LLC Tampa FL 311 W Fletcher Ave",,,Salesforce
10856569,Inactive Investor,Rachel Davis,,State Farm VP Management Corp. Dubuque IA 3030 Asbury Rd,rachelfitzpatrick@statefarm.com,,Salesforce
10930529,Inactive Investor,Gerd Hansma,,"Osaic Wealth, Inc. Grandville MI 3181 Prairie St SW",,,Salesforce
9589293,,Raymond Lindokhule,,,monicambokanepta@gmail.com,,List import
10857273,Inactive Investor,Patrick Dulzer,Financial Advisor,"W&S Brokerage Services, Inc. Willoughby OH 4230 State Rte 306",patrick.dulzer@wslife.com,,Salesforce
10826408,Inactive Investor,Barry Shelley,Private Wealth Advisor,"Ameriprise Financial Services, LLC West Chester OH 9100 Centre Pointe Dr",barry.p.shelley@ampf.com,,Salesforce
11141866,Inactive Investor,Timothy Engle,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Lemoyne PA 635 N 12th St",timothy.engle@rbc.com,,Salesforce
10768932,Inactive Investor,Kurt Miscinski,Chief Executive Officer;President,Cerity Partners LLC Chicago IL 320 S Canal St,kurt@ceritypartners.com,,Salesforce
11071275,Inactive Investor,Deanna Gaussa,,"Avantax Investment Services, Inc. Lomita CA Private Residence",,,Salesforce
10954928,Inactive Investor,David Johnson,Chief Compliance Officer,Right Path Financial LLC,david@rightpathfi.com,,Salesforce
11164054,Inactive Investor,Seaman Knapp,Financial Advisor,Edward Jones Ada MI 452 Ada Dr SE,amy.fowler@edwardjones.com,,Salesforce
11042403,Inactive Investor,Robert Becker,,"Pruco Securities, LLC. Owingsville KY 42 Brendan St",robert.becker@prudential.com,,Salesforce
11144621,Inactive Investor,Christopher Stockert,,"Osaic Institutions, Inc. Miami FL 2701 S Bayshore Dr",,,Salesforce
11105873,Inactive Investor,Michael Eav,Account Vice President;Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,michael.eav@ubs.com,,Salesforce
11021438,Inactive Investor,Dane Farrar,,"Allstate Financial Services, LLC Georgetown KY 1002 Lexington Rd",danefarrar@allstate.com,,Salesforce
11145210,Inactive Investor,Maria Goudie,First Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,maria.goudie@morganstanley.com,,Salesforce
158234,,mary woeppel,,[Unknown],fleetridge56@gmail.com,,Organic Search
9572539,,Tariq Chaudhri,,,tariq.chaudhri@surveyor-capital.com,,List import
10571160,,national tradator imputit,,,chisinauforum2024@gmail.com,,Web Form Fillout
10958116,Inactive Investor,Russell Cleveland,,"U.S. Bancorp Investments, Inc. Salem OR 302 State St",decker.cleveland@usbank.com,,Salesforce
9613974,,Ibrahim -,,,sakaibrahim08@gmail.com,,List import
10779047,Inactive Investor,Terence Brady,Branch Manager;Financial Advisor;Registered Principal,LPL Financial LLC Hackensack NJ 21 Main St,terence.brady@lpl.com,,Salesforce
10646602,,Lloyd Silk,,,lloyd.silk@bofa.com,,List Import
143853,,Christian Laver,,Lincoln Financial Advisors Corporation,christian.laver@lfg.com,614-888-6516,
10770829,Inactive Investor,Patrick Duffy,Financial Advisor,Edward Jones Alma MI 320 E Superior St,pat.duffy@edwardjones.com,,Salesforce
10846225,Inactive Investor,Steven Tighe,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",steven.tighe@schwab.com,,Salesforce
11141321,Inactive Investor,Jason Shreeves,,Country Capital Management Company McHenry IL 607 Front St,,,Salesforce
9596673,,Barry Mendelson,,,barry@zrcwm.com,,List import
9612461,,Jim Borovsky,,,jborovsky@gofen.com,,List import
10976685,Inactive Investor,Vance Sanchez,Financial Advisor,PlanMember Securities Corporation Visalia CA 3924 W Caldwell Ave,,,Salesforce
9599273,,Steven Gaven,,,sgaven@bostonprivatebank.com,,List import
10960462,Inactive Investor,Jeffrey Bressner,,Cetera Investment Services LLC Bloomington IL 4001 GE Rd,jeffrey.bressner@ceterais.com,,Salesforce
11034938,Inactive Investor,Marcellous Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11011116,Inactive Investor,Elijah Zells,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",elijah.zells@equitable.com,,Salesforce
10844445,Inactive Investor,John Skaltsas,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,jtskaltsas@ft.newyorklife.com,,Salesforce
10836160,Inactive Investor,Daniel Rasby,Financial Advisor;Vice President,Morgan Stanley Rapid City SD 909 Saint Joseph St,daniel.rasby@morganstanley.com,,Salesforce
10862842,Inactive Investor,Reynaldo Cayabyab,,PFS Investments Inc. Fontana CA 7740 Edison Ave,reynaldo.cayabyab@primerica.com,,Salesforce
10793927,Inactive Investor,Mohamad Husari,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",mohamad.husari@ml.com,,Salesforce
10828264,Inactive Investor,George Henry,Private Wealth Advisor,"Ameriprise Financial Services, LLC Austin TX 11675 Jollyville Rd",george.f.henry@ampf.com,,Salesforce
9631731,,Matt Riley,,,riley.mattd@gmail.com,,List import
245346,,Parth Bhatia,Asoociate Strategy and Operations,Strive Enterprises,parth@striveenterpises.com,15045214495,Manual List Upload
11066497,Inactive Investor,Wyatt White,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9574011,,Daniel Goldberg,,,dgoldberg@palestracap.com,,List import
11041958,Inactive Investor,Jae Choi,,J.P. Morgan Securities LLC Irvine CA 4820 Irvine Blvd,jae.choi@jpmorgan.com,,Salesforce
10820742,Inactive Investor,Diana Egger,,Coker & Palmer,degger@cokerpalmer.com,,Salesforce
10851925,Inactive Investor,Stephen Francis,,"Raymond James Financial Services, Inc. Wilmington IL 205 S Water St",steve.francis@raymondjames.com,,Salesforce
333700,,John Hartley,Distributor,"Pear Tree Advisors, Inc.",jhartley@peartreefunds.com,781-259-1144,Manual List Upload
9550577,,Eileen McDonnell,,,mcdonnell.eileen@pennmutual.com,,List import
11103623,Inactive Investor,Ryan Stott,,LPL Financial LLC Salt Lake City UT 142 E 200 S,ryan.stott@lpl.com,,Salesforce
11098814,Inactive Investor,Elsa Domingos,,Fidelity Brokerage Services LLC,,,Salesforce
11199769,Inactive Investor,David Harry,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10894634,Inactive Investor,Nathan Bubash,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indianapolis IN 137 N Meridian St",nathan.bubash@schwab.com,,Salesforce
10954292,Inactive Investor,Sandra Burry,,"Westminster Investment Group, Inc.",,,Salesforce
340423,,Ned Vinson,Sales Partner,Alphacentric Advisors Llc,ned.vinson@multifunds.com,787-334-1781,Manual List Upload
11129388,Inactive Investor,Philip Wallin,Financial Advisor,"Valeo Financial Advisors, LLC Richmond VA 9020 Stony Point Pkwy",pjwallin@valeofinancial.com,,Salesforce
9558630,,Michael Botts,,,mbotts@massmutual.com,,List import
9569044,,Darin Leeman,,,darin.leeman@valic.com,,List import
10828515,Inactive Investor,Alicia Ross,Practice Manager;Registered Client Service Associate,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",aross@ampf.com,,Salesforce
55571,,Kejia Wang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",kejia.wang@transamerica.com,718-886-5097,
11234849,Inactive Investor,flavio Landivar,Senior Financial Advisor,Evensky & Katz,flandivar@evensky.com,,Salesforce
10824063,Inactive Investor,Barbara Lutz,Client Service Associate,Morgan Stanley Portland ME 100 Middle St,barbara.h.smith@morganstanley.com,,Salesforce
10951894,Inactive Investor,Shavona Floyd,,"Osaic FS, Inc. El Paso TX 701 Post Oak Ct",,,Salesforce
10967431,Inactive Investor,Victor Scott,,PFS Investments Inc. Pahokee FL 185 S Barfield Hwy,victor.scott@primerica.com,,Salesforce
10791337,Inactive Investor,Bryan Hoffman,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",bryan.hoffman@valic.com,,Salesforce
10756315,Inactive Investor,Karla Paris,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",karla.paris@ml.com,,Salesforce
10908343,Inactive Investor,Nathalie Stewart,,Park Avenue Securities LLC,nathalie_stewart@glic.com,,Salesforce
350714,,Ben Monkiewicz,"Partner, Portfolio Manager",Garcia Hamilton & Associates Lp,bmonkiewicz@garciahamiltonassociates.com,713-853-2322,Manual List Upload
10984236,Inactive Investor,Brandon Vincent,,LPL Financial LLC Simpsonville SC 215 Batesville Rd,,,Salesforce
11083870,Inactive Investor,Timothy Riggenbach,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",timothy.d.riggenbach@ml.com,,Salesforce
11026949,Inactive Investor,Casimer Schell,,Country Capital Management Company Yakima WA 5627 Summitview Ave,cas.schell@countryfinancial.com,,Salesforce
9642104,,jeon jongwoo jeon,,,jwjeon88@naver.com,,List import
10959825,Inactive Investor,Marsela Shiroka,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10985570,Inactive Investor,Jason Goetze,,"Empower Financial Services, Inc Clive IA Private Residence",jason.goetze@empower.com,,Salesforce
244136,,Moshe Aronov,Managing Partner,Greener Path Retirement Planning,moshe@greenerpathretirement.com,212 7791861,Manual List Upload
9562094,,bob bill,,,neal.wilson2012@gmail.com,,List import
11079530,Inactive Investor,Dominick Kassa,,The Huntington Investment Company Traverse City MI 1227 E Front St,dominick.kassa@huntington.com,,Salesforce
11154637,Inactive Investor,Christopher Jones,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,taylor.jones.dd36@statefarm.com,,Salesforce
214315,,Aitch Tee,,[Unknown],aitch.knowledge@gmail.com,,Direct
11059744,Inactive Investor,Sean Murray,,AW Securities Sacramento CA 8775 Folsom Blvd,,,Salesforce
10657870,,Charles Blasgen,,,cblasgen@ft.newyorklife.com,,List Import
10784030,Inactive Investor,Joan Baldwin,Senior Wealth Strategy Associate;Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,joan.baldwin@ubs.com,,Salesforce
10945814,Inactive Investor,Michelle Mccarthy,,Edward Jones Elmhurst IL 275 N York St,michelle.mccarthy@edwardjones.com,,Salesforce
10847882,Inactive Investor,Sherif Salib,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,sherif.salib@jpmorgan.com,,Salesforce
11153011,Inactive Investor,Carlos Bruner,,"Transamerica Financial Advisors, Inc Monterey Park CA 1100 Corporate Center Dr",carlos.bruner@tfaconnect.com,,Salesforce
9614152,,N S,,,ns@ic.com,,List import
9550314,,Michael Grady,,,mgrady@chicagomanagement.com,,List import
11045885,Inactive Investor,Ty Ospring,,"Osaic Wealth, Inc. Huntington Beach CA 5500 Bolsa Ave",,,Salesforce
9630340,,Elizabeth McKenzie,,,lizsky47@gmail.com,,List import
11205526,Inactive Investor,Eric Temkin,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,eric.temkin@jpmorgan.com,,Salesforce
10794359,Inactive Investor,John Viola,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",john.viola@ml.com,,Salesforce
10849785,Inactive Investor,Vincent Brascia,Founder;Owner;President,"Brascia Investment Management, Inc.",,,Salesforce
11084206,Inactive Investor,John Ruddy,,Cetera Advisors LLC Cleveland OH Private Residence,john.ruddy@ceteraadvisors.com,,Salesforce
10906657,Inactive Investor,Kathleen Alger,,"Raymond James & Associates, Inc. Grosse Pointe MI 21 Kercheval Ave",kathleen.alger@raymondjames.com,,Salesforce
9561126,,John O'Keefe,,,jokeefe@focusfinancial.com,,List import
9614642,,Bob Gaitonde,,,bobgaitonde@outlook.com,,List import
11235068,Inactive Investor,Shaun Cavanagh,Wealth Management Advisor,"Wambolt & Associates, LLC",,,Salesforce
10893107,Inactive Investor,Shunchuan Liu,Financial Planner;Vice President,"Charles Schwab & Co., Inc. Oakland CA 180 Grand Ave",shawn.liu@schwab.com,,Salesforce
9599195,,Meryem Ozen,,,meryemozen@yandex.com,,List import
9636572,,Scott Gerard,,,sgerard@silvercrestgroup.com,,List import
11053836,Inactive Investor,Martin Nadeau,,United Planners' Financial Services of America A Limited Partner Wallingford CT 85 Barnes Rd,,,Salesforce
9613551,,Robert Anthony,,,roberttorres0169@gmail.com,,List import
9635947,,Scott Shinnick,,,sshinnick@stonebridgecap.com,,List import
11174103,Inactive Investor,Ryan Staton,Director;Financial Analyst,"AllGen Financial Advisors, Inc.",staton@allgenfinancial.com,,Salesforce
9632160,,Richard Engel,,,riche0612@hotmail.com,,List import
10483736,,Alireza Dadashipour,,,dadashypwrlyrda663@gmail.com,,Web form fillout
10811753,Inactive Investor,Carl Velander,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",carl.velander@nm.com,,Salesforce
10785509,Inactive Investor,Israel Velasquez,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,israel@deutschewealth.com,,Salesforce
11181820,Inactive Investor,Louis Cassara,Financial Professional,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",lcassara@massmutual.com,,Salesforce
10840328,Inactive Investor,Kathleen Brooke,Branch Operations Manager,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",kathy.brooke@raymondjames.com,,Salesforce
11151476,Inactive Investor,Claire Hillis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,claire_hillis@vanguard.com,,Salesforce
10917695,Inactive Investor,Gregory Allen,Senior Financial Consultant,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
10768410,Inactive Investor,Matthew Burton,Managing Director,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,matt.burton@ubs.com,,Salesforce
10854148,Inactive Investor,William Curtis,,"Osaic Institutions, Inc. Winchester VA 1835 Valley Ave",wcurtis@infinexgroup.com,,Salesforce
10908902,Inactive Investor,Jodi Garcia,,State Farm VP Management Corp. Spearfish SD 1230 North Ave,,,Salesforce
10947132,Inactive Investor,Susan Dacosta,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11197063,Inactive Investor,Elizabeth Sullivan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",elizabeth.a.sullivan@ml.com,,Salesforce
11012974,Inactive Investor,Daniel Wagner,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",,,Salesforce
11179103,Inactive Investor,Amitkumar Patel,,J.P. Morgan Securities LLC Garnerville NY 58 W Ramapo Rd,amitkumar.patel@chase.com,,Salesforce
11092398,Inactive Investor,Michael Giacone,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9585641,,Sungwook Yang,,,policb2@gmail.com,,List import
10926309,Inactive Investor,Alexis Gadient,Investment Executive,"Fifth Third Securities, Inc. Franklin IN 1160 N Main St",alexis.gadient@53.com,,Salesforce
11141631,Inactive Investor,Ginna Herrera,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,ginnaherrera@primerica.com,,Salesforce
109623,,Daniel Grimes,,Retired,danbgrimes@yahoo.com,5038900041,
11125612,Inactive Investor,Sierra Codalata,,PFS Investments Inc. Englewood CO 6565 S Dayton St,sierra.codalata@primerica.com,,Salesforce
11085900,Inactive Investor,Steven Megaloudis,,"Wells Fargo Clearing Services, LLC Morrisville NC 4011 Davis Dr",steven.megaloudis@wellsfargo.com,,Salesforce
232609,,Derric Nugent -,,Derric Nugent [[Unknown]],derricn@hotmail.com,,
10857584,Inactive Investor,William Rutter,,"Voya Financial Advisors, Inc. Knoxville TN 924 Scenic Dr",bill.rutter@voya.com,,Salesforce
11022141,Inactive Investor,Amanda Clawson,,The Huntington Investment Company Dundee MI 232 Tecumseh St,,,Salesforce
11173211,Inactive Investor,James Powers,,"Ameriprise Financial Services, LLC Lakeland FL 256 N Kentucky Ave",james.powers@ampf.com,,Salesforce
241089,,Jay Yorke,,[Unknown],jryorkeattorney@att.net,,source
9625644,,Nadav Zivelin,,,nzivelin@gmail.com,,List import
9628075,,Avraham Shisgal,,,nl_hqdigital@ventree.com,,List import
10826243,Inactive Investor,Kinley Wong,Financial Planner,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",kinley.wong@lfg.com,,Salesforce
10984928,Inactive Investor,Joel Lopez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11201438,Inactive Investor,Thomas Walsh,,"Avantax Investment Services, Inc. Bethel Park PA 5074 W Library Ave",,,Salesforce
11143718,Inactive Investor,Jacob Greco,,"Farmers Financial Solutions, LLC Blue Springs MO 807 W Main St",,,Salesforce
10658503,,David Capitan,,,david.capitan@lpl.com,,List Import
10837767,Inactive Investor,David Gruesser,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,david.gruesser@morganstanley.com,,Salesforce
10955759,Inactive Investor,Andrew Morales,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",andrew.morales2@ml.com,,Salesforce
9566993,,eunjin shin,,,eunjin3215@naver.com,,List import
11195926,Inactive Investor,Daniel Laforest,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",,,Salesforce
222158,,Dana Stonestreet,,[Unknown],dana.stonestreet@htb.com,,
10800549,Inactive Investor,Gregory Kight,Senior Vice President,UBS Financial Services Inc. Washington DC 1501 K St NW,gregory.j.kight@ubs.com,,Salesforce
9445,,Sam Sarkar,,Syntle,samitkumarsarkar@gmail.com,449114377,Organic Search
10826327,Inactive Investor,Mark Persaud,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11187793,Inactive Investor,Shelby Smith,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",shelby.smith@tiaa.org,,Salesforce
11083780,Inactive Investor,John Demoss,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",john.demoss@wellsfargoadvisors.com,,Salesforce
10874412,Inactive Investor,Steven Gerhardt,Financial Planner,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",steve.gerhardt@lfg.com,,Salesforce
10851726,Inactive Investor,Amber Lassner,Financial Advisor Associate,LPL Financial LLC Roseville CA 741 Pleasant Grove Blvd,amber.lassner@lpl.com,,Salesforce
7001717,,rasa tasa,,,shawnoconnor@gmail.com,,Web Form Fillout
11156812,Inactive Investor,Evelyn Jefferies,,LPL Financial LLC,evelyn.jefferies@lpl.com,,Salesforce
10862933,Inactive Investor,John Kelly,Financial Advisor,Commonwealth Financial Network Papillion NE 105 S Washington St,jkelly@commonwealth.com,,Salesforce
10899235,Inactive Investor,George Chammas,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",georges.chammas@equitable.com,,Salesforce
11125284,Inactive Investor,James Forbes,,PFS Investments Inc. Holbrook NY 4250 Veterans Memorial Hwy,jforbes@primerica.com,,Salesforce
344000,,Jay Brooks,Managing Director,"Brooks, Moore & Associates, Inc.",jay@brooksmoore.net,423-756-8628,Manual List Upload
9614750,,Andy Wodfer,,,wodfer@gmail.com,,List import
248297,,Gustavo Segura,economist,none,gustavo.segura1@unmsm.edu.pe,,Manual List Upload
229056,, -,,[[Unknown]],yahyayusuf544@gmail.com,,Direct
9573465,,Leslie Taylor-Neumann,,,ltaylor-neumann@dinuzzo.com,,List import
11091643,Inactive Investor,Joshua Gussler,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",josh.gussler@nm.com,,Salesforce
10987945,Inactive Investor,Sarah Mcmillan,,"Allstate Financial Services, LLC Gastonia NC 2111 S New Hope Rd",sarahwalker1@allstate.com,,Salesforce
10899468,Inactive Investor,Katarzyna Ciezczak,,"Citizens Securities, Inc.",katarzyna.a.ciezczak@ccoinvest.com,,Salesforce
10959410,Inactive Investor,Sarah Wolk,Senior Wealth Advisor,Mosaic Family Wealth,sarah@mosaicwealth.com,,Salesforce
10963993,Inactive Investor,Max Chapman,Associate,Morgan Stanley,max.chapman@morganstanley.com,,Salesforce
11164122,Inactive Investor,Bert McClintock,Vice President - Retirement Services,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,bmcclintock@commonwealth.com,,Salesforce
10899345,Inactive Investor,James Thomason,Financial Advisor,"One Degree Advisors, Inc.",jody@onedegreeadvisors.com,,Salesforce
9555042,,Ted CIOlkosz,,,tedciolkosz@iagadvisors.com,,List import
9577884,,Jan Ter maten,,,jantermaten@hotmail.com,,List import
9601684,,Caitlin Elizondo,,,caitlin.elizondo@trilogyfs.com,,List import
92017,,Samira Dehkordi,,N/A,jd.samira@gmail.com,7931229005,Organic Search
10836898,Inactive Investor,Matthew Logan,Financial Advisor,Edward Jones Pleasant Hill MO 1003 Industrial Dr,matt.logan@edwardjones.com,,Salesforce
10843709,Inactive Investor,Daniele Donahoe,Chief Executive Officer;Chief Investment Officer;Managing Partner,McShane Partners,ddonahoe@mcshanepartners.com,,Salesforce
11157080,Inactive Investor,Jason Cohen,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",jason.cohen@wellsfargoadvisors.com,,Salesforce
11111705,Inactive Investor,Dayanna Lopez Casimiro,,J.P. Morgan Securities LLC Northridge CA 19500 Plummer St,dayanna.lopez-casimiro@jpmorgan.com,,Salesforce
11201568,Inactive Investor,Victor Vuskalns,Investment Strategist;Managing Member;Portfolio Manager,"Tango Capital Management, LLC.(TCM)",victor@tangollc.com,,Salesforce
10974946,Inactive Investor,Michael Mcclelland,Account Executive;Team Leader,Fisher Investments,,,Salesforce
10943709,Inactive Investor,James Rayroux,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,jlrayroux@ft.newyorklife.com,,Salesforce
10894962,Inactive Investor,Paul Tan,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Park City UT 375 Deer Valley Dr",paul.tan@wfafinet.com,,Salesforce
10940133,Inactive Investor,Francesca Scarito,,"M&A Securities Group, Inc. Boston MA 53 State St",,,Salesforce
11059624,Inactive Investor,Mahutondji Togbe,,Vanguard Marketing Corporation,mahutondji_togbe@vanguard.com,,Salesforce
11119560,Inactive Investor,Adam Wertheimer,,Fidelity Brokerage Services LLC,,,Salesforce
10848290,Inactive Investor,John Offenburger,Financial Advisor,Commonwealth Financial Network Mansfield OH 961 Lexbrook Trl,joffenburger@commonwealth.com,,Salesforce
11037153,Inactive Investor,Alec Gable,,J.P. Morgan Securities LLC Nashville TN 3811 Hillsboro Pike,alec.gable@jpmorgan.com,,Salesforce
10887863,Inactive Investor,Matthew Herrick,,"Prospera Financial Services, Inc. San Jose CA 1960 The Alameda",matthew.herrick@prosperafinancial.com,,Salesforce
10884892,Inactive Investor,Sophia Goode,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,sophia.goode@fmr.com,,Salesforce
10781697,Inactive Investor,Paul Covello,,Jefferies LLC,pcovello@jefferies.com,,Salesforce
9599100,,Kim Just,,,kjust@prospector.net,,List import
11058102,Inactive Investor,Christopher Manning,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11294529,,Alexander Dale,,,toddallendale@gmail.com,,Web Form Fillout
11209708,Inactive Investor,Philippe-Joseph Eustache,Financial Advisor,Edward Jones Redondo Beach CA 1650 S Pacific Coast Hwy,philippe-joseph.eustache@edwardjones.com,,Salesforce
113378,,Jared Weinerman,,Lincoln Financial Advisors Corporation,jared.weinerman@lfg.com,773-380-8507,
9559105,,William Wendling,,,bwendling@bedelfinancial.com,,List import
10803627,Inactive Investor,Justin Carpenito,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,justin.carpenito@morganstanley.com,,Salesforce
10891016,Inactive Investor,Brett Davies,Senior Client Associate,UBS Financial Services Inc. Portland ME 1 City Ctr,brett.davies@ubs.com,,Salesforce
10893982,Inactive Investor,Alan Katkin,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",alan.katkin@equitable.com,,Salesforce
10915476,Inactive Investor,Keith Vanderveen,Managing Director;Regional President,&Partners Wellington FL Private Residence,keith.vanderveen@andpartners.com,,Salesforce
10953004,Inactive Investor,Paul Evans,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 4330 US Hwy 98 N",,,Salesforce
9580390,,Don Mckinley,,,don@fortifywealth.com,,List import
342259,,Adam Neal,"Canadian Head, Sales, Relationship Management",Manulife Investment Management (us) Llc,adam_neal@manulifeam.com,617-375-1500,Manual List Upload
226078,, -,,[[Unknown]],meckerle@friedmanllp.com,,Initial Salesforce Import
10459247,,Steven Wall,,,stevewall7@icloud.com,,Web Form Fillout
10757502,Inactive Investor,Susan Bush,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,susan.bush@ubs.com,,Salesforce
11020472,Inactive Investor,Christina Pasek,,J.P. Morgan Securities LLC Wyandotte MI 1909 Fort St,,,Salesforce
10839555,Inactive Investor,Jeremy Swonger,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 534 Union Chapel Rd",jeremy.swonger@wfafinet.com,,Salesforce
10933709,Inactive Investor,Ashli Sasano,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",ashli.sasano@equitable.com,,Salesforce
10937861,Inactive Investor,Ronald Covington,,Lincoln Investment Fort Wayne IN 6210 Constitution Dr,rcovington@lincolninvestment.com,,Salesforce
11100790,Inactive Investor,Teresa Bracci,,LPL Financial LLC Lutherville Timonium MD 1 Texas Station Ct,teresa.bracci@lpl.com,,Salesforce
11217980,,Hattie Bauchiero,,,hattie.bauchiero@jpmorgan.com,,List Import
11222108,,John Donohue,,,john.t.donohue@jpmorgan.com,,List Import
10942209,Inactive Investor,Kevin Nice,Financial Planner,"Concourse Financial Group Securities, Inc. Goshen IN 1110 N Main St",kevin.nice@concoursefinancial.com,,Salesforce
10840320,Inactive Investor,Robert Stachura,,"Osaic FA, Inc. Millersville MD 8684 Veterans Hwy",suzanne.smith@lfg.com,,Salesforce
11213584,Inactive Investor,James Palumbo,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Global Wealth, LLC",,,Salesforce
11193911,Inactive Investor,Kenneth Robson,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,kenneth.robson@morganstanley.com,,Salesforce
10791331,Inactive Investor,Bruce Pope,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",bruce.pope@nm.com,,Salesforce
373130,,ashish nair,,[Unknown],anair@cppib.com,,source
11097720,Inactive Investor,Elizabeth Soto,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10972012,Inactive Investor,Christopher Hur,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,chris.hur.yi0e@statefarm.com,,Salesforce
11065404,Inactive Investor,Trevor Nerdin,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",trevor.nerdin@transamerica.com,,Salesforce
248940,,FLOYD KEPHART,Chairman,"The Renaissance Companies, Inc.",fkephart@solutionfinancing.com,,Manual List Upload
11138628,Inactive Investor,Lixi Jiang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 5521 8th Ave",lixi.jiang@ml.com,,Salesforce
11144933,Inactive Investor,Shelby Parker,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11140123,Inactive Investor,Ashley Fernandez,,LPL Financial LLC Santa Barbara CA 1000 State St,ashley.fernandez@lpl.com,,Salesforce
10888152,Inactive Investor,Timothy Fitzgerald,Financial Advisor,LPL Financial LLC Sherman Oaks CA 15315 Magnolia Blvd,tim.fitzgerald@lpl.com,,Salesforce
10784785,Inactive Investor,James Breaux,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,,,Salesforce
9602311,,Gaetan Scalzo,,,gaetan@claremontfinancial.com,,List import
241215,Inactive Investor,Thomas Szejko,,Washington & Jefferson College,tszejko@washjeff.edu,(724) 223-6009,Database Upload
11181015,Inactive Investor,Milton Beile,,"VESTECH Securities, Inc.",mjbeile@e-vestech.com,,Salesforce
11002022,Inactive Investor,Derrick Huber,,"Principal Securities, Inc.",huber.derrick@principal.com,,Salesforce
121898,,Edward Cohen,Client Advisor,"SunTrust Advisory Services, Inc.",edward.cohen@suntrust.com,305-789-7371,
9621126,,Matthew Ross,,,matthew61ross@gmail.com,,List import
10956369,Inactive Investor,Robert Wright,,Goldman Sachs & Co.,,,Salesforce
10935642,Inactive Investor,Ryan Hamman,Financial Planner,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",rhamman@financialguide.com,,Salesforce
10841931,Inactive Investor,Jonathan Lawrence,,"J.W. Cole Financial, Inc. Pittsford NY 10 Office Park Way",,,Salesforce
10509892,,Alvaro Millan,PM,GBS Finance Family Office,amillan@awm.us.com,,List Import
230267,, -,,[[Unknown]],jdiangelo001@gmail.com,,Organic Search
9625586,,JIA WANG,,,wangjia.jiawang@gmail.com,,List import
10780870,Inactive Investor,Ian Radomski,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ian.radomski@jpmorgan.com,,Salesforce
10931072,Inactive Investor,Andrew Hazle,Financial Advisor,Edward Jones Myrtle Beach SC 4325 Dick Pond Rd,andy.hazle@edwardjones.com,,Salesforce
11133475,Inactive Investor,Tiffany Watt,Client Service Associate,Morgan Stanley Columbus OH 4449 Easton Way,tiffany.watt@morganstanley.com,,Salesforce
11116175,Inactive Investor,Ryan O'Neal,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,ryan.oneal@fmr.com,,Salesforce
11140112,Inactive Investor,Brian White,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.white@fmr.com,,Salesforce
11260314,Inactive Investor,Josh Mikus,,"Ameritas Investment Company, LLC La Vista NE 12329 Southport Pkwy",josh.mikus@ameritas.com,,Salesforce
10657913,,Rebecca Madon,,,rebecca.madon@morganstanley.com,,List Import
10822772,Inactive Investor,John Benjamin,Assistant Vice President;Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",john.benjamin@wfafinet.com,,Salesforce
340797,,Philip Bruyn,"Partner, Risk Management",Southern Wealth Management Llp,philip.debruyn@southernwealth.com,972-661-4600,Manual List Upload
10987562,Inactive Investor,Sarah McGrath,,"Empower Financial Services, Inc Boston MA 100 Federal St",sarah.mcgrath@gwrs.com,,Salesforce
214641,,Hevin Onder,,[Unknown],hevinonder1@gmail.com,,Organic Search
351041,,Eric Arndt,Financial Planning Specialist,Vector Wealth Management,earndt@vectorwealth.com,612-378-7560,Manual List Upload
227765,, -,,[[Unknown]],jej4cwj2@gmail.com,,Paid Search
9601876,,I G,,,kappaman@inbox.lv,,List import
9635732,,Parker Roy,Senior Managing Director,"Cushing Asset Management, Lp",proy@swankcapital.com,,List import
10488054,,Richard Bennett,Financial Advisor,Advisor Resource Council,langdon.bennett@lpl.com,,List Import
11166542,Inactive Investor,Erin Cleary,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",erin.cleary@ml.com,,Salesforce
11144515,Inactive Investor,Marley Wood,Wealth Advisor,BentOak Capital,marley@bentoakcapital.com,,Salesforce
9610636,,AbdulWahab Jimoh,,,wijimoh@yahoo.com,,List import
11005836,Inactive Investor,Kristina King,Financial Advisor,Edward Jones Manson WA 45 Wapato Way,kristina.king@edwardjones.com,,Salesforce
11177875,Inactive Investor,Michael Ferreira,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ponte Vedra FL 220 Nocatee Village Dr",michael.ferreira@ampf.com,,Salesforce
9612638,,Eric Liu,,,eliu@harrisassoc.com,,List import
11022147,Inactive Investor,Trevor Sareyka,,Santander Securities LLC Philadelphia PA 1616 Walnut St,,,Salesforce
11060335,Inactive Investor,Joseph Kalinsky,Financial Advisor,Edward Jones Downers Grove IL 926 Curtiss St,joseph.kalinsky@edwardjones.com,,Salesforce
10856940,Inactive Investor,Ladontai Harris,,"Ameriprise Financial Services, LLC Troy MI 1450 W Long Lake Rd",ladontai.harris@ampf.com,,Salesforce
186425,,Joshua Allison,,[Unknown],kyler_osu@hotmail.com,,source
10923892,Inactive Investor,Trevor Latulas,,B. Riley Wealth Management Miami FL 14 NE 1st Ave,,,Salesforce
10617843,,Christopher Auer,,,christopher.auer@ml.com,,List Import
10849900,Inactive Investor,Daniele Ghiotti,Chief Compliance Officer;Chief Executive Officer;President,"Vesta Wealth Management, LLC",daniele.ghiotti@vestawealth.com,,Salesforce
10817643,Inactive Investor,Karol Borejsza,,Citigroup Global Markets Inc.,,,Salesforce
11067025,Inactive Investor,Lindsey Gearhart,,"Wells Fargo Clearing Services, LLC Marietta GA 3601 Sandy Plains Rd",lindsey.kendall@wellsfargo.com,,Salesforce
10611804,,Leonedas Kalamaras,Wealth Management Advisor,,lkalamaras@tiaa.org,,List Import
10930495,Inactive Investor,Joshua Clifford,Chief Compliance Officer;Managing Member,Quoinage Capital LLC,,,Salesforce
9543712,,Anton Gingco,,,nanandnd@gmail.com,,List import
9569490,,Eric Cedergreen,,,eric@clarkgroupam.com,,List import
9593057,,Brian Matter,,,brian@myccmi.com,,List import
11197282,Inactive Investor,Tim Meister,Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",tim.j.meister@ampf.com,,Salesforce
11032925,Inactive Investor,Carrington Byndom,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",carrington.byndom@equitable.com,,Salesforce
10985648,Inactive Investor,Cynthia Bryant,,PFS Investments Inc. Ambler PA 1012 N Bethlehem Pike,cbryant@primerica.com,,Salesforce
11234489,Inactive Investor,Diana Poole,Registered Client Service Associate,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,diana.poole@morganstanley.com,,Salesforce
9557577,,John Quasney,,,quasneyj@gmail.com,,List import
11023174,Inactive Investor,Kelly Lombardo,,"Wells Fargo Advisors Financial Network, LLC Highland Park IL 1849 Green Bay Rd",kelly.lombardo@wellsfargoadvisors.com,,Salesforce
10951729,Inactive Investor,Scott Sheldon,Financial Advisor;Investment Advisor Representative,RSG Investments LLC,ssheldon@rsgusa.net,,Salesforce
11007797,Inactive Investor,Stephanie Caro,,Cetera Advisors LLC Saint Paul MN 400 Robert St N,,,Salesforce
111815,,Matthew Taylor,,Australia,maybejustmatt@hotmail.com,,
9581116,,Dawn Thomas,,,dawn@cwa2020.com,,List import
10510597,,Mike O'Leary,ETF Operations Specialist,Federated Hermes,michael.oleary@federatedhermes.com,,List Import
10767258,Inactive Investor,Thomas Toth,Chairman,Toth Financial Advisory Corp,tomsr@tothfinancial.com,,Salesforce
9563642,,Marcelo Matusita,,,marcelo.matusita@gmail.com,,List import
10808575,Inactive Investor,Richard Asel,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",richard.a.asel@nm.com,,Salesforce
10875645,Inactive Investor,Wesley Carlson,Financial Advisor,Edward Jones Pismo Beach CA 300 James Way,wesley.carlson@edwardjones.com,,Salesforce
9627383,,Gohn Gahn,,,fabianbaer96@gmail.com,,List import
10997333,Inactive Investor,Suzanne Haders,,J.P. Morgan Securities LLC Louisville KY 3920 Summit Plaza Dr,suzanne.haders@jpmorgan.com,,Salesforce
9638128,,Brad Sink,,,bsink@stuartfoundation.org,,List import
10877029,Inactive Investor,Diana Spahr,Manager,"Spahr Financial Group, LLC",,,Salesforce
10860952,Inactive Investor,Fritz Duncan,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
9542682,,Jonathan Lutz,,,marcthemauler@gmail.com,,List import
11064143,Inactive Investor,Daniel Jeffery,Financial Planner;Private Wealth Advisor,Commonwealth Financial Network Syracuse NY 6564 Ridings Rd,,,Salesforce
10955836,Inactive Investor,Joseph Regensburger,,Fidelity Brokerage Services LLC,,,Salesforce
10905465,Inactive Investor,Amy Smith,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10659592,,Brett Salzer,,,brett.salzer@raymondjames.com,,List Import
10753254,Inactive Investor,Warren Marmorstein,,Kovack Securities Inc. Boca Raton FL 2385 NW Executive Center Dr,warren@kovacksecurities.com,,Salesforce
10488385,,Loren Sauer,"Chief Compliance Officer, Chief Financial Officer","Slotnik Capital, LLC",lsauer@slotnikcapital.com,,List Import
10618027,,Karen Mahan,,,karen.hurt@ceterafs.com,,List Import
11168702,Inactive Investor,David Harrison,,"CUSO Financial Services, L.P. Houston TX 11740 Katy Fwy",dharrison@cusonet.com,,Salesforce
10616281,,James Armstrong,,,jarmstrong3@ml.com,,List Import
9578549,,Aashish Rai,,,kunalright@gmail.com,,List import
10804814,Inactive Investor,Cameron Sproul,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,cameron.sproul@fidelity.com,,Salesforce
334923,,Norma Corio,Operating Committee Member,"Oep Capital Advisors, L.p.",norma.corio@oneequity.com,212-277-1500,Manual List Upload
11209815,Inactive Investor,Keith Wagner,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",keith.wagner@nm.com,,Salesforce
10885954,Inactive Investor,Gary Pinkerton,Director - Institutional Investments,"Pinkerton Retirement Specialists, LLC",gpinkerton@pinkertonretirement.com,,Salesforce
11081238,Inactive Investor,Anthony Caputo,Broker,"MML Investors Services, LLC East Meadow NY 1790 Hempstead Tpke",ajcaputo@financialguide.com,,Salesforce
10917826,Inactive Investor,Sara Virojana,Financial Advisor,Edward Jones Brookfield WI 17035 W Wisconsin Ave,sara.virojana@edwardjones.com,,Salesforce
232772,, -,,[[Unknown]],sumeetjhamb1979@gmail.com,,Organic Search
10889984,Inactive Investor,Kristopher Hyland,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kris.hyland@tiaa.org,,Salesforce
11143382,Inactive Investor,Robin Foreman,,"Prospera Financial Services, Inc. Cumberland MD 443 N Centre St",robin.foreman@prosperafinancial.com,,Salesforce
11091451,Inactive Investor,Jonathan Peters,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
11238121,Inactive Investor,James Zumot,,Siguler Guff Advisers LLC,jzumot@sigulerguff.com,,Salesforce
11067977,Inactive Investor,James Mertz,,Focus Financial,jmertz@focusfinancial.com,,Salesforce
10862723,Inactive Investor,Winston Dookram,,State Farm VP Management Corp. West Babylon NY 165 Rte 109,,,Salesforce
11191797,Inactive Investor,Kenneth Cisar,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10929511,Inactive Investor,Jared Greanya,Market Developer,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,jared.greanya@thrivent.com,,Salesforce
9604364,,John Hanlon,,,jhanlonny@gmail.com,,List import
11218983,,Ping Wu,,,ping.wu@ceterafs.com,,Other
10948921,Inactive Investor,Evan Kearns,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntington Station NY 50 W Jericho Tpke",evan.kearns@schwab.com,,Salesforce
11111591,Inactive Investor,Mark Wildeman,Financial Advisor,LPL Financial LLC Waukesha WI N17W24222 Riverwood Dr,mark.wildeman@lpl.com,,Salesforce
10486780,,John Carpenter,Vice President,"Stifel, Nicolaus & Company, Incorporated",john.carpenter@stifel.com,,List Import
11051313,Inactive Investor,Jeffrey Holmes,,"Packerland Brokerage Services, Inc.",jeffrey_holmes@packerlandbrokerage.com,,Salesforce
11119766,Inactive Investor,Anne Bell,Insurance Specialist;Practice Associate,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",anne.bell@ampf.com,,Salesforce
10930838,Inactive Investor,William Moore,Owner;President,Fiduciary Global Advisors Miami Beach Fl Private Residence,david@fiduciaryglobal.com,,Salesforce
11041170,Inactive Investor,Kimberly Fisher,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,kefisher@ft.newyorklife.com,,Salesforce
9623980,,Jeffrey Goldstein,,,jeffagoldstein1@gmail.com,,List import
241594,,Lisa Kucharik,,[Unknown],lk906@aol.com,,Direct
10926120,Inactive Investor,Shelly Mclean,Financial Advisor,Edward Jones Douglas GA 310 Madison Ave N,shelly.mclean@edwardjones.com,,Salesforce
9596639,,Gisela Lake,,,gisela@tessaraadvisors.com,,List import
10489328,,Armani Miller,Account Vice President,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,armani.miller@ubs.com,,List Import
11148024,Inactive Investor,Gautam Misra,Financial Consultant,LPL Financial LLC Warren NJ 101 Town Center Dr,gautam.misra@lpl.com,,Salesforce
10988924,Inactive Investor,Hunter Jenkins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,hunter.jenkins@fidelity.com,,Salesforce
10891132,Inactive Investor,Jack Murray,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",jack.murray@ml.com,,Salesforce
222218,,Jose michelina,,[Unknown],digitalat1@yahoo.com,,Direct
9581560,,Timothy Leroy,,,tim.leroy@voyafa.com,,List import
197661,,Chris Bohner,,[[Unknown]],chrisbohner1@gmail.com,,Initial Salesforce Import
10849808,Inactive Investor,Bruce Sears,,"Wells Fargo Advisors Financial Network, LLC Skaneateles NY 1583 E Genesee St",brewster.sears@wfafinet.com,,Salesforce
11131168,Inactive Investor,Yong Li,Financial Advisor;Financial Planning Associate;Vice President - Wealth Management;Workplace Advisor - Equity Compensation,Morgan Stanley Garden City NY 1200 Franklin Ave,yong.kun.li@morganstanley.com,,Salesforce
11132655,Inactive Investor,Kimberly Hoffmann,Office Manager,"Innovative Wealth Management, LLC",kim@myinnovativewealth.com,,Salesforce
11107350,Inactive Investor,Cesar Ramos,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,cramos@aegiscap.com,,Salesforce
11119249,Inactive Investor,Audrianna Islas,Relationship Banker,"Wells Fargo Clearing Services, LLC Arden NC 2373 Hendersonville Rd",audrianna.moreno@wellsfargo.com,,Salesforce
9570229,,David Akright,,,david.akright@covenantmfo.com,,List import
187122,,Jason Leonard,,Eagle Strategies LLC,jleonard@ft.newyorklife.com,800-695-4785,
9547464,,Danny Li,"Financial Advisor, Licensed Agent",Eagle Strategies LLC Frisco TX 4320 Hanwell Dr,dcli@ft.newyorklife.com,,List import
10977282,Inactive Investor,Sarah Elyachar,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Overland Park KS 7171 W 95th St",sarah.elyachar@equitable.com,,Salesforce
10864481,Inactive Investor,Aaron Lang,,State Farm VP Management Corp. Saginaw MI 4597 State St,aaron.lang.u0lw@statefarm.com,,Salesforce
11175440,Inactive Investor,Chris Mack,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11021149,Inactive Investor,Kameron Barzegar,Account Executive;Investment Advisor Representative,RJ Patterson Group,kameron@rjpattersongroup.com,,Salesforce
342335,,Amy Harsch,"Managing Director, Investor Relationships",American Securities Llc,aharsch@americansecurities.com,212-476-8000,Manual List Upload
10955742,Inactive Investor,Nicholas Minich,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",nicholas.j.minich@nm.com,,Salesforce
10987440,Inactive Investor,Sarah Decker,,PFS Investments Inc. Edison NJ 2015 State Rte 27,sdecker@primerica.com,,Salesforce
11218565,,Rajer Choobak,,,rchoobak@royalaa.com,,Other
11093711,Inactive Investor,Mark Hewitt,Financial Advisor,Edward Jones Eugene OR 1200 High St,mark.hewitt@edwardjones.com,,Salesforce
9543110,,Joseph Brill,,,josephbrill2019@gmail.com,,List import
10876031,Inactive Investor,Austin Millsap,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11041342,Inactive Investor,Laurie Peer,Chief Compliance Officer;Partner;President;Regulatory Contact,RKL Private Wealth Reading PA 1330 Broadcasting Rd,lpeer@rklwealth.com,,Salesforce
10871428,Inactive Investor,Louis Paolillo,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",louis.paolillo@schwab.com,,Salesforce
10809227,Inactive Investor,Ronald Solyst,President,Grey Investment Planning Westfield IN 19424 Scofield Ridge Blvd,,,Salesforce
233837,, -,,[[Unknown]],xena2144@gmail.com,,
10775094,Inactive Investor,Sascha Milligan,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",sascha.milligan@wellsfargoadvisors.com,,Salesforce
11228598,Inactive Investor,Macarthur Morrison,Investment Advisor,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
11196202,Inactive Investor,Joseph Lauri,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,joseph.lauri@ubs.com,,Salesforce
11189636,Inactive Investor,Nancy Patterson,,"Raymond James & Associates, Inc. Akron OH 3560 W Market St",nancy.patterson@raymondjames.com,,Salesforce
11025236,Inactive Investor,Darrell Fox,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Groton CT 495 Gold Star Hwy",darrell.e.fox@ampf.com,,Salesforce
10848675,Inactive Investor,John Robins,Financial Advisor,LPL Financial LLC San Bernardino CA 275 W Hospitality Ln,john.robins@lpl.com,,Salesforce
10866310,Inactive Investor,William Cornforth,Financial Advisor,"Voya Financial Advisors, Inc. Austin TX 7000 N Mo Pac Expy",bill.cornforth@voya.com,,Salesforce
11089341,Inactive Investor,Bradley Scott,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Arcadia CA 225 E Santa Clara St",bradley.h.scott@ampf.com,,Salesforce
11012428,Inactive Investor,Isaac Aranda,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,4pyjk@primerica.com,,Salesforce
11235864,Inactive Investor,Sheila Maloney,Financial Advisor,"Foguth Wealth Management, LLC.",sheila@foguthfinancial.com,,Salesforce
10888083,Inactive Investor,Matthew Shaughnessy,,"Avantax Investment Services, Inc. Flint MI 5119 W Bristol Rd",,,Salesforce
10884312,Inactive Investor,Benjamin Wels,Branch Leader,"Charles Schwab & Co., Inc. Eden Prairie MN 7914 Mitchell Rd",,,Salesforce
10775173,Inactive Investor,Timothy Custer,,"First Command Brokerage Services, Inc. Frederick MD 14 W Patrick St",tjcuster@firstcommand.com,,Salesforce
9644544,,Ryan Connelly,,,ryan@quad.io,,List import
11060262,Inactive Investor,Lawrence Weiner,,"American Portfolios Financial Services, Inc. Ann Arbor MI 2020 Hogback Rd",lweiner@americanportfolios.com,,Salesforce
10798191,Inactive Investor,Daryl Fontenot,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",daryl_fontenot@ml.com,,Salesforce
120151,,david Hauser,,United States,david.hauser@me.com,,source
11146339,Inactive Investor,Daniel Hannoush,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Member;Principal,Pandowealth. LLC,daniel@oneanddonefinancial.com,,Salesforce
9642820,,Daniel Elalouf,,,daniel@elalouf.net,,List import
11098966,Inactive Investor,Mark Ruyle,Financial Advisor,Edward Jones La Jolla CA 828 Prospect St,mark.ruyle@edwardjones.com,,Salesforce
9623058,,Louis Kaptich,,,kapcryptos@gmail.com,,List import
11056079,Inactive Investor,Mark Uzzell,Financial Planner,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11189895,Inactive Investor,Dranoel Ross,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11101292,Inactive Investor,David Bride,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",david.bride@cunamutual.com,,Salesforce
10510134,,Austin Kuyrkendall,,Cary Stamp & Co.,austin@carystamp.com,,List Import
11114798,Inactive Investor,Brendan Spillane,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11262421,Inactive Investor,Frank Martin,,"Level Four Financial, LLC",fmartin@levelfourfinancial.com,866-834-1040,Salesforce
11063015,Inactive Investor,Meredith Lawrence,Chief Compliance Officer;Chief Executive Officer;Member,Alphamont Funds,meredith@alphamont.com,,Salesforce
11068099,Inactive Investor,Misti Lueck,,"Ameriprise Financial Services, LLC Murfreesboro TN 270 Glenis Dr",misti.d.lueck@ampf.com,,Salesforce
9646799,,Frank Clayborne,,,clay.canady@wellsfargoadvisors.com,,List import
11113047,Inactive Investor,Conor Maccourtney,Director - Global Sports and Entertainment;Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Manage,Morgan Stanley New York NY 55 E 52nd St,conor.maccourtney@morganstanley.com,,Salesforce
10951316,Inactive Investor,Luke Cardenas,,"Wells Fargo Clearing Services, LLC Saint Cloud MN 200 33rd Ave S",,,Salesforce
9606202,,Ivy Gluck,,,ivy.gluck@brandywineglobal.com,,List import
11029771,Inactive Investor,Earl Silver,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Barrington IL 21925 W Field Pkwy",earl.silver@raymondjames.com,,Salesforce
9556806,,Wilson Pun,,,pun@bluecreekadvisors.com,,List import
10965200,Inactive Investor,Braden Dawes,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11105456,Inactive Investor,Dicia Horner,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,dhorner@primerica.com,,Salesforce
11022382,Inactive Investor,Dana West,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",dana.west@prudential.com,,Salesforce
11069979,Inactive Investor,Margaret Barrett,,"The Leaders Group, Inc.",margaret@leadersgroup.net,,Salesforce
10952718,Inactive Investor,Ryan Weigel,Wealth Advisor,"Eide Bailly Advisors, LLC Aberdeen SD 24 2nd Ave SW",rweigel@eidebailly.com,,Salesforce
11062009,Inactive Investor,Bradley Nelson,Chief Compliance Officer;President,Point Loma Advisors,brad@pointlomaadvisors.com,,Salesforce
10802408,Inactive Investor,Louis Desio,Financial Professional,"MML Investors Services, LLC Tampa FL 4830 W Kennedy Blvd",ldesio@financialguide.com,,Salesforce
10955398,Inactive Investor,Crysta Gingras,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10812322,Inactive Investor,Kafi Slaughter,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",kafi.slaughter@bofa.com,,Salesforce
9608879,,Praveen Naik,,,sleevetrick@gmail.com,,List import
10918689,Inactive Investor,Jamie Bryant,,LPL Financial LLC Lexington KY 1040 Monarch St,jamie.bryant@lpl.com,,Salesforce
11233046,Inactive Investor,Jeremy Marquez,,"Prudential Annuities Distributors, Inc Fairfield CT 1400 Cross Hwy",jeremy.marquez@prudential.com,,Salesforce
11011265,Inactive Investor,Daniel Sposito,Financial Professional,Money Concepts Capital Corp Ashtabula OH 2049 Lake Ave,dsposito@moneyconcepts.com,,Salesforce
11095476,Inactive Investor,Kenneth Finke,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
11074497,Inactive Investor,Cristian Ibarra,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,cristian.ibarra@jpmorgan.com,,Salesforce
11232624,Inactive Investor,Kyle Neumann,,"MML Investors Services, LLC",,,Salesforce
11062859,Inactive Investor,Susan Yeatts,,Cetera Advisor Networks LLC Lexington SC Private Residence,yeattss@ceteranetworks.com,,Salesforce
10998597,Inactive Investor,Aaron Hall,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Springfield MO 1615 S Glenstone Ave",aaron.hall@usbank.com,,Salesforce
9582047,,Leonard Mitchell,,,lmitchell@meritageportfolio.com,,List Import
10978408,Inactive Investor,Robin Dubuque,,LPL Financial LLC Grand Forks ND 1697 S 42nd St,robin.dubuque@lpl.com,,Salesforce
11046427,Inactive Investor,Andrew Baum,,"Hazard & Siegel, Inc. Middletown MD Private Residence",abaum@hazardsiegel.com,,Salesforce
9640011,,Steve Groves,,,steve.groves@rochester.edu,,List import
11179798,Inactive Investor,Joseph Scocca,Member;Principal,GSG Advisors LLC,jscocca@gsgadvisors.com,,Salesforce
11125318,Inactive Investor,Armand Parungao,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,armand.parungao@primerica.com,,Salesforce
11069893,Inactive Investor,Jerry Verseput,Chief Compliance Officer;President;Principal Advisor,"Veripax Wealth Management, Inc.",jerry.verseput@veripax.net,,Salesforce
11135957,Inactive Investor,Daniel Braun,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,daniel.braun@fmr.com,,Salesforce
10657054,,Shelly Lang,,,shelly.lang@huntington.com,,List Import
9582817,,Michael York,,,myork@summitparkllc.com,,List import
9607337,,Sean Schmid,,,sschmid@firstsavingsonline.com,,List import
11088575,Inactive Investor,Brenda Foerschler,,PFS Investments Inc. Lawrence KS 901 Kentucky St,bfoerschler@primerica.com,,Salesforce
10911060,Inactive Investor,Thomas McLinden,,"Cambridge Investment Research, Inc. Ann Arbor MI 1785 W Stadium Blvd",,,Salesforce
11077484,Inactive Investor,Vinnie Maliakkal,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",vineeth.maliakkal@schwab.com,,Salesforce
11075889,Inactive Investor,Ousmane Diagne,Chief Compliance Officer;Financial Advisor;Investment Manager;Managing Director;Managing Member;Principal,"Timbuktu Capital Management, LLC",ousmane@timbuktucapital.com,,Salesforce
11031469,Inactive Investor,Jennifer Micol,,The Huntington Investment Company Fenton MI 19025 Silver Pkwy,jennifer.micol@huntington.com,,Salesforce
10781059,Inactive Investor,Giovanni Tedesco,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9623853,,tin wong,,,siemens311@hotmail.com,,List import
336322,,Mohammad Basheeruddin,Chief Financial Officer,Allied Asset Advisors Inc,mbasheeruddin@investaaa.com,630-789-0453,Manual List Upload
10907842,Inactive Investor,Alan Whitaker,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hazleton PA 8 W Broad St",alan.whitaker@wfafinet.com,,Salesforce
11038035,Inactive Investor,Peter Boyle,Financial Advisor,Morgan Stanley Easton MD 28601 Marlboro Ave,peter.boyle@morganstanley.com,,Salesforce
180163,,Mariano Cafine,,[Unknown],caffinem@gmail.com,,Paid Search
10787582,Inactive Investor,Frank Santi,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",frank.santi@ml.com,,Salesforce
10872150,Inactive Investor,Samuel Scherer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
11054315,Inactive Investor,John Bundock,Financial Advisor;Senior Managing Director,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",jeb.bundock@rbc.com,,Salesforce
11159640,Inactive Investor,Katherine Sayer,,NYLIFE Securities LLC New York NY 420 Lexington Ave,ksayer@ft.newyorklife.com,,Salesforce
9593745,,Bruce Shope,,,brucegs.home@gmail.com,,List import
9604348,,Kevin Descoteaux,,,kdoh207@gmail.com,,List import
372482,,Jason Stevens,,Singapore,jasonpeterstevens@mac.com,,Salesforce
10843052,Inactive Investor,Jeffrey Preusser,,"Raymond James Financial Services, Inc. Downers Grove IL 1901 Butterfield Rd",jeffrey.preusser@raymondjames.com,,Salesforce
11083119,Inactive Investor,Hugh Cameron,,Cetera Investment Services LLC Perkasie PA Private Residence,,,Salesforce
11164831,Inactive Investor,Joshua Schenk,Financial Consultant,Thrivent Investment Management Inc. Quincy IL 3837 E Lake Ctr,joshua.schenk@thrivent.com,,Salesforce
10989980,Inactive Investor,Anita Pang,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
10948349,Inactive Investor,Theodore Doll,Chief Compliance Officer;Managing Member,Health & Wealth Works LLC Henrico VA 706 West Drive Cir,,,Salesforce
348060,,Tommy Isaacs,"Vice President, Advisory Sales",Intrepid Capital Management Inc,tisaacs@intrepidcapital.net,904-246-3433,Manual List Upload
10851564,Inactive Investor,Jared Korver,Director;Financial Advisor;Lead Advisor;Managing Director;Member;Owner;Regulatory Contact,Beacon Wealthcare LLC,jkorver@beaconwc.com,,Salesforce
11083705,Inactive Investor,Richard Demaria,,Cetera Advisors LLC Vineland NJ 258 N Main Rd,,,Salesforce
10798012,Inactive Investor,Kristopher McKoin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",kristopher.l.mckoin@ml.com,,Salesforce
9584538,,Sandro Gelfusa,,,sandro@saviorwealth.com,,List import
211698,,K B,COO,Startup,kb.duncan@yahoo.com,,Content
10835650,Inactive Investor,Alexander Sugar,Managing Director;Private Wealth Advisor,"RBC Capital Markets, LLC Boston MA 53 State St",alex.sugar@rbc.com,,Salesforce
9573101,,Franklin Panoso,,,fpanoso@sonicacapital.com,,List import
345904,,Karen Mccloskey,Managing Member,"Cmh Wealth Management, Llc",karenm@cmhwealth.com,603-379-8161,Manual List Upload
10778630,Inactive Investor,Thomas Spence,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",thomas_spencejr@ml.com,,Salesforce
11015589,Inactive Investor,Frederick Lewis,Financial Planner,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",frederick.lewis@lfg.com,,Salesforce
221044,,Jarek Duka?a,,Jarek DukaÅ‚a,jaroslaw.dukala@gmail.com,,Direct
222391,,Myron Jordan,,[Unknown],haetmiser2001@yahoo.com,,Direct
10838622,Inactive Investor,Stefan Brannare,,Cetera Advisor Networks LLC Wheeling WV 44 15th St,,,Salesforce
10804919,Inactive Investor,Scott Curry,,Goldman Sachs & Co.,,,Salesforce
11231149,Inactive Investor,Daniel Lacross,Financial Advisor,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",daniel.lacross@equitable.com,,Salesforce
11209728,Inactive Investor,Leticia Vasquez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11142867,Inactive Investor,David Pratt,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",david.pratt@ampf.com,,Salesforce
10486592,,Brian Robb,Partner,USI Advisors,brobb@att.net,,List Import
10928008,Inactive Investor,Spencer Decker,Financial Associate,Wintrust Investments LLC Lake Forest IL 959 S Waukegan Rd,sdecker@wintrustwealth.com,,Salesforce
9609590,,Rrr Sss,,,testerads62@gmail.com,,List import
11137610,Inactive Investor,Andrew Kerns,Chief Compliance Officer;Founding Partner;Principal,Accountable Financial Planning LLC,,,Salesforce
9577803,,Peco Chang,,,dance1001kimo@yahoo.com.tw,,List import
10834934,Inactive Investor,Gerald Plotkin,,Park Avenue Securities LLC Irvine CA 2875 Michelle,gerald_plotkin@glic.com,,Salesforce
9566129,,John Vande Guchte,,,john@strategieswealth.com,,List import
11060283,Inactive Investor,Diane Robertson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10437107,,Brendan Brendan,,,nycbrendan3@aol.com,,Web Form Fillout
239193,,Ayobami Paul,,[Unknown],komolafeayobami0@gmail.com,,Direct
345355,,Jim Markland,Business Development Executive,MoneyShow,jmarkland@moneyshow.com,,
10858674,Inactive Investor,Joseph Coco,Chief Compliance Officer;Owner,"Piedmont Capital Management, LLC",joe@coco-ent.com,,Salesforce
373127,,DONGFANG Bubai,,[Unknown],arbtc930@gmail.com,,source
10936153,Inactive Investor,Kelly Garoutte,Financial Advisor,Edward Jones Breckenridge CO 505 S Main St,kelly.garoutte@edwardjones.com,,Salesforce
11041431,Inactive Investor,Todd Kluener,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",todd.kluener@raymondjames.com,,Salesforce
110174,,CARMINE SARNO,,Chase,carminejsarno@gmail.com,5168512714,
11047018,Inactive Investor,Charles Horonzy,Chief Compliance Officer;Financial Advisor;Owner;Principal,"Focused Up Financial, LLC",,,Salesforce
11056676,Inactive Investor,Bradley Kellen,,Cetera Advisors LLC Colorado Springs CO 3204 N Academy Blvd,bradley.kellen@ceteraadvisors.com,,Salesforce
10960687,Inactive Investor,Richard Wenitsky,,Vanguard Marketing Corporation,richard_wenitsky@vanguard.com,,Salesforce
10505881,,Alberto Magnani,Portfolio Manager,Alberto Magnani,albe65@live.it,328-492-7265,List import
10782545,Inactive Investor,Scott Miller,Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",scott_d_miller@ml.com,,Salesforce
11198942,Inactive Investor,Brandon Olexson,,J.P. Morgan Securities LLC Cherry Hill NJ 1906 Rte 70 W,brandon.m.olexson@chase.com,,Salesforce
10934499,Inactive Investor,Nicholas Peters,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,nicholas_peters@glic.com,,Salesforce
11110289,Inactive Investor,John Patterson,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Redlands CA 1901 Orange Tree Ln",,,Salesforce
9618853,,Basheer Zada,,,basheer@ecor1cap.com,,List import
159967,,Mohamed Murad,,[Unknown],amirmurad@yahoo.com,,
11212779,Inactive Investor,Avinash Alwani,Private Client Advisor,J.P. Morgan Securities LLC Carlsbad CA 2580 El Camino Real,avinash.alwani@jpmorgan.com,,Salesforce
11200135,Inactive Investor,Jeffrey Martin,Financial Advisor,HighPoint Planning Partners,,,Salesforce
10958636,Inactive Investor,Noah Rosenfarb,Financial Advisor,"Freedom Family Office, LLC",noah@freedomfamilyoffice.com,,Salesforce
39599,,Elizabeth Cook,"Principal, CCO",Diastole Wealth Management,ecook@dwinvest.com,203-458-5220,Manual List Upload
10909494,Inactive Investor,Emily Harman,,"Raymond James & Associates, Inc.",emily.harman@raymondjames.com,,Salesforce
10800032,Inactive Investor,Paula Mogan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rockland MA 1099 Hingham St,paula.c.mogan@ubs.com,,Salesforce
201696,,Arthur Roldan,,[Unknown],art.roldan@sbcglobal.net,,
10613900,,Scott Rappaport,"Financial Advisor, Vice President, Vice President - Wealth Management",,scott.rappaport@ubs.com,,List Import
10899063,Inactive Investor,Regina Davis,,"VALIC Financial Advisors, Inc. Jacksonville FL 10151 Deerwood Park Blvd",regina.davis@valic.com,,Salesforce
11150522,Inactive Investor,Anna Brown,,Fidelity Brokerage Services LLC Salt Lake City UT Private Residence,,,Salesforce
10939389,Inactive Investor,Catherine Shelehov,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",catherine.shelehov@ampf.com,,Salesforce
9619810,,Jason Jones,,,jason@jjconcepts.com,,List import
10946656,Inactive Investor,Mark Lachmann,Financial Consultant,Thrivent Investment Management Inc. Palatine IL 1609 W Colonial Pkwy,mark.lachmann@thrivent.com,,Salesforce
9640232,,F?lix S?nchez Vel?zquez,,,sanchezfelix@bancsabadell.com,,List import
11155243,Inactive Investor,Asha Hamaker,,"Allen, Mooney & Barnes Brokerage Services, LLC Charleston SC 677 King St",asha.hamaker@ambwealth.com,,Salesforce
9618462,,Nowell Chernick,,,nchernick@kayakip.com,,List import
10890186,Inactive Investor,Calyssa Frankel,Financial Advisor Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,,,Salesforce
11179192,Inactive Investor,Thomas Wood,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",tom.wood@wellsfargoadvisors.com,,Salesforce
9575996,,Jean Wing,,,jean.wing@huntington.com,,List import
11221506,,Anthony Simonetti,,,asimonetti@americanportfolios.com,,List Import
10824309,Inactive Investor,Edward Orona,,"Bankoh Investment Services, Inc.",ed.orona@boh.com,,Salesforce
11179655,Inactive Investor,Melanie Rivera,Associate,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",melanie.rivera@rbc.com,,Salesforce
10954853,Inactive Investor,Joseph Phelps,Associate,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
11195693,Inactive Investor,Lisa Imperato,,"Osaic Wealth, Inc. Melville NY 510 Broadhollow Rd",,,Salesforce
10779705,Inactive Investor,Christopher Clifford,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,cj.clifford@ubs.com,,Salesforce
11044794,Inactive Investor,Jessie Barnes,,PFS Investments Inc. Sparks NV 1855 Sullivan Ln,,,Salesforce
230564,, -,,[[Unknown]],mmmmxx1331@gmail.com,,
11162304,Inactive Investor,David Casso,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",david.casso@raymondjames.com,,Salesforce
11148306,Inactive Investor,Linda Harris,Financial Professional,LPL Financial LLC Charlotte NC 8037 Corporate Center Dr,linda.n.harris@lpl.com,,Salesforce
10800468,Inactive Investor,Christopher Wilkinson,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",chris.wilkinson@bofa.com,,Salesforce
10489412,,James Ward,Investment Advisor Representative,Avantax Advisory Services Plano TX 3432 Louis Dr,dexter@dexterward.com,,List Import
10617263,,Gregory Cigich,,,gregory.s.cigich@chase.com,,List Import
10951003,Inactive Investor,Lynn Matsuda,,Commonwealth Financial Network Roseville CA 919 Reserve Dr,lmatsuda@commonwealth.com,,Salesforce
9614136,,Cameron Cohen,,,cameron.cohen@avmltd.com,,List import
10848298,Inactive Investor,Cynthia Ochal,,"Apollon Wealth Management, LLC Tampa FL 4016 Henderson Blvd",cynthia.ochal@apollonwealth.com,,Salesforce
11019334,Inactive Investor,Bryan Fifer,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,bryan.fifer.p6yi@statefarm.com,,Salesforce
10863482,Inactive Investor,Michael Beck,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
10910457,Inactive Investor,Tyler Reams,Partner;Wealth Advisor,"SignatureFD, LLC",,,Salesforce
11184038,Inactive Investor,Hortense McMahon,,PFS Investments Inc. Hollywood FL 3349 N University Dr,hortense.mcmahon@primerica.com,,Salesforce
11091905,Inactive Investor,Alex Hickman,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,alex.hickman@jpmorgan.com,,Salesforce
11064640,Inactive Investor,Thomas Jefferson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",thomas.jefferson@schwab.com,,Salesforce
10776456,Inactive Investor,Andrew Klanjac,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",andrew.klanjac@ml.com,,Salesforce
10939677,Inactive Investor,Ryan Nardin,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,ryan.nardin@edwardjones.com,,Salesforce
10793043,Inactive Investor,Michael Sullivan,Vice President - Wealth Management,GHP Investment Advisors Inc,msullivan@ghpia.com,,Salesforce
335134,,Peter Chung,Head Of Expansion Capital,Ms Capital Partners Adviser Inc.,pchung@morganstanley.com,212-761-7160,Manual List Upload
10876145,Inactive Investor,Jared McGahee,,LPL Financial LLC Valdosta GA 201 Woodrow Wilson Dr,jared.mcgahee@lpl.com,,Salesforce
10871350,Inactive Investor,Adam Kujak,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",adam.d.kujak@ampf.com,,Salesforce
11029027,Inactive Investor,Frank Nyerges,Financial Advisor,"Western International Securities, Inc.",gnyerges@wisdirect.com,,Salesforce
10835698,Inactive Investor,James Slater,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,james.slater@ceterainvestors.com,,Salesforce
10988025,Inactive Investor,Denise Chiarella,,"Osaic Wealth, Inc. Port Jefferson Station NY 106 Crystal Brook Hollow Rd",,,Salesforce
10888825,Inactive Investor,Robert Fezekas,Wealth Advisor,"Elevate Wealth Advisory, Inc.",rob.fezekas@elevate-wealth.com,,Salesforce
9548416,,Douglas Atkins,,,doug.atkins@cfdinvestments.com,,List import
10823574,Inactive Investor,Robert Stull,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",nick.stull@wellsfargoadvisors.com,,Salesforce
9547375,,Justin Boyd,,,boyd.justin@principal.com,,List import
10794996,Inactive Investor,Matthew Johansen,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Melbourne FL 6767 N Wickham Rd",matt.johansen@tiaa-cref.org,,Salesforce
9593391,,Luka Flander,,,luka@ceing.si,,List import
11049110,Inactive Investor,Jerry Betzler,Agent;Owner,"Horace Mann Investors, Inc. Grand Rapids MN 321 NE 4th St",jerry.betzler@horacemann.com,,Salesforce
9589801,,Magatte Mbengue,,,mmmassi430@gmail.com,,List import
11072014,Inactive Investor,Michael Emmerman,Senior Portfolio Manager,Neuberger Berman BD LLC,memmerman@nb.com,,Salesforce
10988963,Inactive Investor,Abrahan Suarez Garcia,,J.P. Morgan Securities LLC Brooklyn NY 5101 4th Ave,abrahan.suarez-garcia@jpmorgan.com,,Salesforce
10889723,Inactive Investor,Kristin Frazier,,"Raymond James Financial Services, Inc. Houston TX 3200 S Dairy Ashford Rd",kristin.frazier@raymondjames.com,,Salesforce
9555194,,Theresa Hultz,,,theresa.hultz@marinerwealthadvisors.com,,List import
10657627,,Paul Miller,,,pmiller@farmersagent.com,,List Import
10866496,Inactive Investor,William Cook,,Citigroup Global Markets Inc.,,,Salesforce
9548296,,Charles Wood,,,bwood@lindnercapital.com,,List import
219515,,Hassan Amhil,,[Unknown],hassanamhil125@gmail.com,,Direct
10390577,,AMIRMOHAMMAD JAVI,,,suhailjavi9971@gamil.com,,Web Form Fillout
9556154,,John Lynch,,,jlynmar2@gmail.com,,List import
5610301,,Jim Forsberg,,,crashfors@gmail.com,,Web Form Fillout
11194580,Inactive Investor,Kundai Mpundu,,MissionSquare Investment Services,kmpundu@icmarc.org,,Salesforce
9621813,,Aja Ana,,,olan@ana.com,,List import
9598503,,Luigi Derose,,,lderose@financialengines.com,,List import
10877845,Inactive Investor,David Belding,Client Advisor;Portfolio Manager,"Ascension Capital Advisors, Inc.",dbelding@ascensioncapital.com,,Salesforce
11236893,Inactive Investor,Zaineb Sohail,Investment Analyst,"Kaizen Financial Strategies, LLC",zsohail@kfstrategies.us,,Salesforce
10772304,Inactive Investor,John Rochow,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",john.rochow@ml.com,,Salesforce
10656633,,Matthew Lopardo,,,matthew.lopardo@jpmorgan.com,,List Import
11231354,Inactive Investor,Lisa Dimick,,"Raymond James Financial Services, Inc. Casper WY 147 S McKinley St",,,Salesforce
10938135,Inactive Investor,Alexandra Erath,,"MML Investors Services, LLC Hamilton NY 38 Broad St",aerath@financialguide.com,,Salesforce
1004488,Inactive Investor,Avi Felman,,Avi Felman,avi@blocktower.com,,Organic Search
11219988,,Jeffrey Zatkowsky,,,jzatkowsky@tocqueville.com,,Other
10803790,Inactive Investor,Jack Hansen,Financial Advisor,Edward Jones Overland Park KS 11225 College Blvd,jack.hansen@edwardjones.com,,Salesforce
9638393,,Diane Van Beck,,,dvanbeck@csbsju.edu,,List import
11052268,Inactive Investor,Malik Mallory,,LPL Financial LLC Ontario CA 800 N Haven Ave,malik.mallory@lpl.com,,Salesforce
10942541,Inactive Investor,Christopher Rothwell,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
9632777,,Ava Panteli,,,ava.panteli@gmail.com,,List import
10809626,Inactive Investor,Lloyd Hahn,Financial Advisor,"Wells Fargo Clearing Services, LLC Florence SC 1801 W Evans St",baxter.hahn@wellsfargoadvisors.com,,Salesforce
9563033,,Christopher Merrill,,,christopher.merrill@53.com,,List import
9598345,,Shawn Vance,,,svance@stratoswealthpartners.com,,List import
11087098,Inactive Investor,Linda Schmidt,,J.P. Morgan Securities LLC Baldwin NY 915 Atlantic Ave,linda.schmidt@jpmorgan.com,,Salesforce
10808940,Inactive Investor,George Galster,Financial Advisor,"Ameriprise Financial Services, LLC Silver Spring MD 8601 Georgia Ave",george.g.galster@ampf.com,,Salesforce
10813905,Inactive Investor,Cecilia Williams,Chief Compliance Officer;Chief Operating Officer;Regulatory Contact,Halbert Hargrove,cwilliams@halberthargrove.com,,Salesforce
10910429,Inactive Investor,Eddie Bawabeh,,"Allstate Financial Services, LLC Brooklyn NY 519 Kings Hwy",eddiebawabeh@allstate.com,,Salesforce
10759065,Inactive Investor,Jason Gabriele,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",jason_gabriele@ml.com,,Salesforce
5199515,,Murilo Portocarrero Goncalves,,,murilopg@yahoo.com.br,,Web Form Fillout
11113530,Inactive Investor,Jay Musal,,"Wells Fargo Clearing Services, LLC Laguna Niguel CA 30160 Town Center Dr",,,Salesforce
10782367,Inactive Investor,William Donlan,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",william.donlan@schwab.com,,Salesforce
347362,,Susan Jossi,"Vice President, Human Resources","M Holdings Securities, Inc.",susan.jossi@mfin.com,800-656-6960,Manual List Upload
11057222,Inactive Investor,Jessica Cunningham,Associate,Morgan Stanley Bowling Green KY 563 Hub Blvd,jessica.cunningham@morganstanley.com,,Salesforce
10661942,,John Mazarakis,,,jmazarakis@chicagoatlantic.com,,List Import
11022823,Inactive Investor,Jake Brownsworth,,J.P. Morgan Securities LLC Phoenix AZ 2950 W Peoria Ave,jake.brownsworth@jpmorgan.com,,Salesforce
11088989,Inactive Investor,Wing Ng,,"Voya Financial Advisors, Inc. San Jose CA 4522 Pacific Rim Way",wing.ng@voyafa.com,,Salesforce
10604304,,Dustin Baucom,"SVP, Trust Manager",City Bank,dbaucom@city.bank,8062815304,List Import
10913782,Inactive Investor,Katie Hawks,,Cetera Investment Services LLC Hutchinson KS 700 E 30th Ave,katie.hawks@ceterais.com,,Salesforce
11115252,Inactive Investor,Kevin Vote,,State Farm VP Management Corp. Minneapolis MN 11115 Crooked Lake Blvd NW,kevin.vote.i9r0@statefarm.com,,Salesforce
10846229,Inactive Investor,Rhea Haynes,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rhea.haynes@tiaa.org,,Salesforce
7804659,,Patrick Lui,,NA,patinvest8@gmail.com, +971585368228,Web form fillout
11177792,Inactive Investor,Antonio Cunha,,Itau International Securities Inc.,antonio.cunha@itauinternational.com,,Salesforce
11295158,,sfsdfsd sdfsdfs,,,dfgdfgdfg@ddddd.com,,Web Form Fillout
9626366,,Moran chang,,,solgie5@live.com,,List import
9585180,,Omar Sultani,,,o.sultani@fi.com,,List import
10930165,Inactive Investor,Brenda Rivers,,"International Assets Advisory, LLC Pompano Beach FL 7525 NW 61st Ter",,,Salesforce
10646792,,Abigail Thomas,,,athomas@innovestinc.com,,List Import
11050054,Inactive Investor,Micah Strode,Associate,The AmeriFlex Group Englewood CO 116 Inverness Dr E,,,Salesforce
9641756,,Luke Tommy,,,valleyus@yahoo.com,,List import
11111455,Inactive Investor,Marcela Kozupytsya,Associate Banker;Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11172411,Inactive Investor,Jesse Silva,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
10881924,Inactive Investor,Timothy Mcdonald,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11005393,Inactive Investor,Michael Baird,,"Osaic Wealth, Inc. Walnut Creek CA 1875 Olympic Blvd",,,Salesforce
10893357,Inactive Investor,Natalie Taylor,Chief Compliance Officer,The Goodland Group,,,Salesforce
11062867,Inactive Investor,Robert Jaffe,,"Silver Oak Securities, Incorporated Memphis TN 6363 Poplar Ave",,,Salesforce
11067825,Inactive Investor,Timothy Kelly,,LPL Financial LLC Melville NY 538 Broadhollow Rd,,,Salesforce
239069,,ignacio carrasco,,[Unknown],ignaciocarrasco@icloud.com,,source
11169794,Inactive Investor,Jonathan Colston,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Rocky Mount NC 120 Roundabout Ct",jonathan.d.colston@ampf.com,,Salesforce
9634105,,Howard Marks,,,howeeey86@puppetmail.de,,List import
10787051,Inactive Investor,Bryan Lewis,,Vanguard Marketing Corporation,bryan_lewis@vanguard.com,,Salesforce
11190475,Inactive Investor,Kara Tichawa,Registered Associate,Morgan Stanley Chicago IL 227 W Monroe St,kara.tichawa@morganstanley.com,,Salesforce
9606123,,Son Jaehwi,,,jaehwi000@gmail.com,,List import
9631702,,Robert Brooks,,,robertjbrooks@gmail.com,,List import
11206925,Inactive Investor,Alexandra Armstrong,Wealth Consultant,LPL Financial LLC Hudson NY 1 Hudson City Ctr,alexandra.armstrong@lpl.com,,Salesforce
10817436,Inactive Investor,John Fay,,J.P. Morgan Securities LLC Newark DE 4041 Ogletown Rd,john.p.fay@jpmorgan.com,,Salesforce
11017215,Inactive Investor,Ryan Pepin,,Cetera Advisor Networks LLC Iron Mountain MI 1001 Carpenter Ave,ryan.pepin@ceterawealth.com,,Salesforce
92712,,Dean Willingham,Principal,Redw Wealth Llc,dwillingham@redw.com,505-998-3200,Manual List Upload
11199514,Inactive Investor,Carla Munton,Associate Vice President;Financial Planning Associate,"Benjamin F. Edwards & Company, Inc.",carla.munton@benjaminfedwards.com,,Salesforce
10800447,Inactive Investor,Ryan Heald,Director - Global Sports and Entertainment;Financial Advisor;First Vice President;Vice President,Morgan Stanley Boston MA 28 State St,ryan.heald@morganstanley.com,,Salesforce
9648285,,Zachary Zweifel,,,zazweifel17@gmail.com,,List import
9540352,,Joann Vought,,,joanna@kecholdings.com,,List Import
10970741,Inactive Investor,Aalliyah Perkins,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,aalliyah_perkins@vanguard.com,,Salesforce
11001527,Inactive Investor,Anne Wang,,"Fortune Securities, Inc.",,,Salesforce
11164746,Inactive Investor,Larry Sprague,Financial Advisor,Edward Jones Pittsburg KS 502 S Broadway St,larry.sprague@edwardjones.com,,Salesforce
9570500,,James Gemmel,,,jgemmel@corvexcap.com,,List import
10963397,Inactive Investor,Isaac Dayley,Financial Advisor,Money Concepts Capital Corp,idayley@moneyconcepts.com,,Salesforce
10851120,Inactive Investor,Bryan Bell,Financial Advisor,Edward Jones Valdosta GA 3338E1 Country Club Rd,bryan.bell@edwardjones.com,,Salesforce
11037360,Inactive Investor,Richard Peck,,Cetera Advisor Networks LLC Las Vegas NV Private Residence,peckr@ceteranetworks.com,,Salesforce
11121712,Inactive Investor,David Cross,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",david.c.cross@bofa.com,,Salesforce
9576155,,Anthony Razzano,,,anthony@razzanoconsulting.com,,List import
2316995,,Swapnasundharkumar Kandikonda,,,swapnasundharkumar4@gmail.com,,
11049911,Inactive Investor,Zachery Wyatt,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",zachery.t.wyatt@wellsfargoadvisors.com,,Salesforce
11190215,Inactive Investor,Susan Glenn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",,,Salesforce
10465953,,AHMET ÇAKAR,,,acakar@gmail.com,,Web Form Fillout
10814950,Inactive Investor,Aaron Fiero,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11186733,Inactive Investor,Kaiz Freeman,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,kaiz.freeman@fmr.com,,Salesforce
10824587,Inactive Investor,Cedric Jones,Retirement Education Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11005632,Inactive Investor,Margaret Zimmer,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 10 Fountain Plz",,,Salesforce
11201314,Inactive Investor,Thiago Mafra,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
9561929,,Gino Gaudino,,,ggaudino@sigmarep.com,,List import
11138184,Inactive Investor,Andrea Michaels,Financial Advisor,Edward Jones Bellevue WA 1606 148th Ave SE,andrea.michaels@edwardjones.com,,Salesforce
10782731,Inactive Investor,Pamela Pirone-Benson,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,pamela.pirone-benson@fmr.com,,Salesforce
10827461,Inactive Investor,Kevin Ebel,Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,kevin.ebel@morganstanley.com,,Salesforce
10859156,Inactive Investor,Helen Sipsas,Chief Compliance Officer;Co-Founder,"Peak Wealth Advisors, Inc.",helen@peakwealthinc.com,,Salesforce
51300,,Mark Haglin,Financial Associate,Thrivent Investment Management Inc.,mark.haglin@thrivent.com,262-409-6405,
11102268,Inactive Investor,Kristina O'Reilly,,Commonwealth Financial Network Waltham MA 303 Wyman St,ko-reilly@commonwealth.com,,Salesforce
11182872,Inactive Investor,Christopher Fisher,Financial Advisor;Vice President,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,c.n.fisher@ubs.com,,Salesforce
10969936,Inactive Investor,Rebecca Ann Russell,,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,rebecca-ann.russell@raymondjames.com,,Salesforce
11196245,Inactive Investor,Jennifer Stapleton,,Cetera Financial Specialists LLC Wilmette IL 3330 Old Glenview Rd,jennifer.stapleton@ceterafs.com,,Salesforce
10806929,Inactive Investor,Donald Hall,,"Maplewood Investments, Inc.",dhall@maplewoodinvestments.com,,Salesforce
11018926,Inactive Investor,Devon Roberson,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",devon.roberson@nm.com,,Salesforce
10992418,Inactive Investor,Michele Cash,Client Service Associate,LPL Financial LLC Lakeland FL 1401 S Florida Ave,michele.cash@lpl.com,,Salesforce
11066997,Inactive Investor,Smrutil Patel,,"Wells Fargo Clearing Services, LLC League City TX 1681 W FM 646 Rd",smrutil.patel@wellsfargoadvisors.com,,Salesforce
10616325,,Peter Babich,,,peter.babich@lpl.com,,List Import
10811644,Inactive Investor,Jeffrey Olinger,Financial Consultant,Thrivent Investment Management Inc. Decorah IA 118 W Water St,jeff.olinger@thrivent.com,,Salesforce
10777308,Inactive Investor,Donna Kelly,Director;First Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,donna.m.kelly@morganstanley.com,,Salesforce
11062297,Inactive Investor,Christina Biagi,Financial Advisor,Edward Jones San Jose CA 2280 Lincoln Ave,christina.biagi@edwardjones.com,,Salesforce
11179828,Inactive Investor,James Gehring,Financial Advisor,Edward Jones Watertown WI 117 E Main St,james.gehring2@edwardjones.com,,Salesforce
11195207,Inactive Investor,Brandon Akers,,"CFD Investments, Inc. Alpharetta GA 240 Coles Hill Ct",brandon.akers@cfdinvestments.com,,Salesforce
11163165,Inactive Investor,Jane Braun,,Commonwealth Financial Network Coronado CA 1013 Park Pl,jbraun@commonwealth.com,,Salesforce
10954908,Inactive Investor,William Benner,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;President,"Aviator Financial, LLC",,,Salesforce
11093901,Inactive Investor,Lance Steinberg,Financial Advisor,LPL Financial LLC Portland OR 1 SW Columbia St,lance.steinberg@lpl.com,,Salesforce
11143545,Inactive Investor,William Escamilla,Partner;Wealth Advisor,William Blair,wescamilla@williamblair.com,,Salesforce
9589118,,Dilshan Madushanka,,,helloscoopz@gmail.com,,List import
10979528,Inactive Investor,Ernesto Martinez,,J.P. Morgan Securities LLC Stockton CA 6623 Pacific Ave,ernesto.a.martinez@jpmorgan.com,,Salesforce
10942282,Inactive Investor,Alicia Chau,,"MML Investors Services, LLC Norcross GA 6051 Oakbrook Pkwy",,,Salesforce
11202226,Inactive Investor,Christopher Cowan,,Sollinda Capital Management LLC Savannah GA 1 Oglethorpe Professional Blvd,,,Salesforce
10910072,Inactive Investor,Don Fitzpatrick,,"Avantax Investment Services, Inc. Rogers AR 2003 S Horsebarn Rd",,,Salesforce
10925984,Inactive Investor,Kimberly Grandinetti,,LPL Financial LLC Golden CO 14143 Denver West Cir,kimberly.grandinetti@lpl.com,,Salesforce
10947582,Inactive Investor,Brent Rite,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
9556411,,Earle Loxton,,,earleloxton@gmail.com,,List import
8480440,,Keith Beverly,,GRID 202 Partners,keith@grid202partners.com,(301) 233-7903,List Import
10812756,Inactive Investor,Morgan Slater,Manager,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",morgan.slater@wellsfargoadvisors.com,,Salesforce
11070673,Inactive Investor,Karen Lynch,,"U.S. Bancorp Investments, Inc. Albuquerque NM 7900 Jefferson St NE",karen.lynch@usbank.com,,Salesforce
1646,,DAVID -,,[[Unknown]],david.cheung1@gmail.com,,Initial Salesforce Import
10913464,Inactive Investor,Marcelo Marinho-Gomes,,"First Citizens Investor Services, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",,,Salesforce
10969691,Inactive Investor,Aristotle Tinios,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
9579437,,Scott Dubin,,,scottdubin@financialguide.com,,List import
231531,, -,,[[Unknown]],zbbobby@hotmail.com,,
10959918,Inactive Investor,Megan Tredway Carter,,LPL Financial LLC Lakeport CA 1605 S Main St,megan.tredway-carter@lpl.com,,Salesforce
9542886,,Anthony Chilelli,,,anthony.chilelli@hotmail.com,,List import
246351,,Not Provided,Partner,Steptoe & Johnson LLP,micahsgreen@gmail.com,,Manual List Upload
10996858,Inactive Investor,Pedro Lugo Caraballo,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10851048,Inactive Investor,Robert Friedman,,Wedbush Securities Inc. Mission Viejo CA Private Residence,robert.friedman@wedbush.com,,Salesforce
11235151,Inactive Investor,Ryan Hervey,Investment Advisor Representative,Accel Wealth Management,rhervey@acceladvantage.com,,Salesforce
11043192,Inactive Investor,Lilia Kelash,Client Support Associate;Investment Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10606561,,David Powers,"Senior Portfolio Manager, Senior Vice President",UBS Financial Services Inc.,david.k.powers@ubs.com,516-408-5888,List Import
9632869,,Samuel Broomer,,,sbroomer@wrberkley.com,,List import
11075509,Inactive Investor,Jeffrey Coe,Vice President,"Neville, Rodie & Shaw Inc",jcoe@nevrodie.com,,Salesforce
343136,,Sushil Shah,Portfolio Manager,Capeview Capital Llp,sshah@capeviewcapital.com,442-075-639400,Manual List Upload
11110106,Inactive Investor,Edgar Lara,Private Wealth Advisor;Senior Financial Advisor,"Sacks & Associates, LLC",elara@sacks-associates.com,,Salesforce
11016842,Inactive Investor,Tonya Maness,,LPL Financial LLC Smithfield NC 312 S 3rd St,tonya.maness@lpl.com,,Salesforce
10835367,Inactive Investor,James Romanello,Regional Vice President,PFS Investments Inc. Colorado Springs CO 6745 Rangewood Dr,james.romanello@primerica.com,,Salesforce
9551066,,Trevin Wise,,,trevin.wise@unionbank.com,,List import
73387,,Douglas Grant,Financial Advisor,"MML Investors Services, LLC",douglasgrant2@financialguide.com,704-541-2725,
9639447,,Alex Smith,,,alex@meritagecapital.com,,List import
9600383,,Goodnews Mcfiberesima,,,mcfibs99@gmail.com,,List import
10898895,Inactive Investor,Thomas Morton,Investment Advisor,"Hawkins Investment Counsel, LLC Puyallup WA Sunrise Village Shopping Ctr",tmorton@hawkinscounsel.com,,Salesforce
9625895,,Alain Desvigne,,,desvignealain@me.com,,List import
11040388,Inactive Investor,Geoffrey Simmons,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10839159,Inactive Investor,Michael Esser,Financial Advisor,Edward Jones Windsor WI 6729 Lake Rd,michael.esser@edwardjones.com,,Salesforce
11201816,Inactive Investor,Jeffrey Handlan,,PNC Investments Ligonier PA 204 E Main St,jeffrey.handlan@pnc.com,,Salesforce
9621430,,Natanel Kiferbaum,,,natkif1@yahoo.com,,List import
10776325,Inactive Investor,John Allman,Senior Vice President,Robert W. Baird & Co. Incorporated Raleigh NC 3600 Glenwood Ave,jallman@rwbaird.com,,Salesforce
10619404,,Christian Bradley,,,kbradley@forumfinancial.com,,List Import
11222958,,Stanley Keating,,,stanley.keating@raymondjames.com,,List Import
11065590,Inactive Investor,Erica Corbin,,Cetera Investment Services LLC Oak Ridge TN 501 Lafayette Dr,,,Salesforce
11187545,Inactive Investor,Jaime Planells,,"Raymond James Financial Services, Inc. Winter Park FL 601 N New York Ave",jaime.planells@raymondjames.com,,Salesforce
9546988,,Jason Haynes,,,jason@pyve.com,,List import
11171458,Inactive Investor,Abel Rangel,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,abel.rangel@primerica.com,,Salesforce
11155749,Inactive Investor,Carly Fischbach,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 555 Nicollet Mall",carly.fischbach@ampf.com,,Salesforce
9554673,,Justin Walker,,,jwalker@massmutual.com,,List import
11205623,Inactive Investor,Luis Cano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 3930 Cattlemen Rd",luis.cano@ml.com,,Salesforce
11010951,Inactive Investor,Andrea Lespier Rodriguez,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",andrea.lespier-rodriguez@empower.com,,Salesforce
11082652,Inactive Investor,Jaris Zotkow,,Goldman Sachs & Co.,jaris.zotkow@gs.com,,Salesforce
10930269,Inactive Investor,James Myczek,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",james.myczek@tiaa.org,,Salesforce
10857490,Inactive Investor,Eric Borggard,Financial Advisor,Edward Jones Great Falls MT 720 River Dr S,eric.borggard@edwardjones.com,,Salesforce
10784237,Inactive Investor,Richard Whalen,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,richard.a.whalen@jpmorgan.com,,Salesforce
10823278,Inactive Investor,Ruth Jones,,Lombard Securities Incorporated Mt. Dora FL Private Residence,rpjones@golombard.com,,Salesforce
10996427,Inactive Investor,Robert Cauthorn,,"Raymond James Financial Services, Inc. Bryan TX 1215 E Villa Maria Rd",robert.cauthorn@raymondjames.com,,Salesforce
11062124,Inactive Investor,Tyler Horn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9618479,,John Mccafferty,,,john.mccafferty@maverickcap.com,,List import
11182922,Inactive Investor,Robert Carpenter,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10768197,Inactive Investor,Dale Parker,,PFS Investments Inc. Ludington MI 337 N Jebavy Dr,dale.parker@primerica.com,,Salesforce
225435,,Greg Wales,,[Unknown],gawales@gmail.com,,Direct
9635040,,Ken Brachfeld,,,kbrachfeld@nscadvisor.com,,List import
170296,,Sam Broomer,,[Unknown],sjb5002003@gmail.com,,Other
11134414,Inactive Investor,Stanley Tang,Private Client Advisor,J.P. Morgan Securities LLC Cerritos CA 13223 South St,stanley.tang@jpmorgan.com,,Salesforce
6709183,,sheridan napier,,,sheridannapier4@gmail.com,6063910765,Web Form Fillout
10904053,Inactive Investor,Matthew Straub,,"Allstate Financial Services, LLC Wyoming PA 100 Wyoming Ave",matthewstraub@allstate.com,,Salesforce
11177409,Inactive Investor,Jack Matthews,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",,,Salesforce
10987810,Inactive Investor,Timothy Mcginnis,,"U.S. Bancorp Investments, Inc. Sacramento CA 621 Capitol Mall",timothy.mcginnis@usbank.com,,Salesforce
10899849,Inactive Investor,Maria Ruiz Leal,,Fidelity Brokerage Services LLC,,,Salesforce
11109699,Inactive Investor,Michael Benedia,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11108327,Inactive Investor,Todd Bryant,,"Raymond James Financial Services, Inc. Winter Garden FL 446 W Plant St",todd.bryant@raymondjames.com,,Salesforce
10790099,Inactive Investor,Tami Candiani,Chief Compliance Officer,Mark Gillam Enterprises,,,Salesforce
221852,,Yifan Bian,,[Unknown],orricobian@gmail.com,,Organic Search
10781311,Inactive Investor,John Buchanan,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",john.buchanan@truist.com,,Salesforce
10816055,Inactive Investor,Dianne Scott,Senior Client Associate,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",dianne.scott@rbc.com,,Salesforce
11115057,Inactive Investor,Dina Whyte,,"FLI Investors, LLC",dina@fliinvestors.com,,Salesforce
10770395,Inactive Investor,Julia Roe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,julia.roe@fidelity.com,,Salesforce
10891652,Inactive Investor,Jeffrey Feaster,,J.P. Morgan Securities LLC Wheeling WV 2 Bae Mar Pl,jeffrey.a.feaster@jpmorgan.com,,Salesforce
11101063,Inactive Investor,Reuben Levinsohn,Partner;Wealth Advisor,Washington Avenue Advisors,rlevinsohn@waadvisors.com,,Salesforce
10791218,Inactive Investor,Jeffrey Atlas,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",jeffrey.atlas@raymondjames.com,,Salesforce
10646917,,Eric Scheimer,,,eric.scheimer@lpl.com,,List Import
10865077,Inactive Investor,Samuel Niesslein,Private Client Advisor,Key Investment Services LLC Lebanon OR 95 E Sherman St,samuel.niesslein@key.com,,Salesforce
10856252,Inactive Investor,Brandon Chase,,LPL Financial LLC Fort Worth TX 3221 Collinsworth St,brandon.chase@lpl.com,,Salesforce
373960,,Matthew Stone,,[Unknown],mstone@cafeservices.com,,source
239977,,William Morrison,Financial Advisor,"Forum Financial Management, Lp",wmorrison@forumfin.com,630-873-8520,Manual List Upload
241103,Inactive Investor,Isabelle Campbell,,NEPC,icampbell@nepc.com,(617) 374-1300,Database Upload
10934707,Inactive Investor,Matthew Duliba,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_duliba@vanguard.com,,Salesforce
10870709,Inactive Investor,Robert Hooker,Financial Advisor,LPL Financial LLC Fort Wayne IN 7201 Mill Run Rd,rob.hooker@lpl.com,,Salesforce
9601674,,Susan Gullotta,,,susan.gullotta@neacelukens.com,,List import
10997113,Inactive Investor,Alejandro Balderas,,PFS Investments Inc. Riverside CA 647 Main St,alexbalderas@primerica.com,,Salesforce
11084334,Inactive Investor,Ehssan Shahi Savandi,,Citigroup Global Markets Inc. Beaumont CA 777 Beaumont Ave,,,Salesforce
11196651,Inactive Investor,Joseph Brusak,,"Avantax Investment Services, Inc. Fallston MD 1810 Bel Air Rd",,,Salesforce
231417,, -,,7CC INVEST,alex.nascimento@7ccinvest.com,,Organic Search
11023039,Inactive Investor,Samantha Whieldon,,The Huntington Investment Company Mogadore OH 3885 Mogadore Rd,samantha.whieldon@huntington.com,,Salesforce
11068978,Inactive Investor,Adam Probst,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
5238594,,Jenny Lyn Navarosa,,,jennylynnavarosa@gmail.com,,Web form fillout
10959686,Inactive Investor,Patrick Narkotskya,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10763023,Inactive Investor,Mark Tekamp,Chief Investment Strategist;Financial Advisor,"Heritage Wealth Management Group, Ltd",mhtekamp@hwmgroup.com,,Salesforce
9574783,,Mike Hon,,,tzn504@gmail.com,,List import
11073857,Inactive Investor,Daniel Schueren,,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",schueren.dan@principal.com,,Salesforce
238812,,natan.franco@hixcapital.com.br Franco,,[Unknown],natan.franco@hixcapital.com.br,,Organic Search
227419,, -,,[[Unknown]],cscity192@msn.com,,
11203758,Inactive Investor,Michael Redmond,,MM Ascend Life Investor Services LLC,,,Salesforce
11221339,,Shawn Devaney,,,sdevaney@firstrepublic.com,,List Import
10830612,Inactive Investor,Alan Wytanis,,Cetera Advisor Networks LLC Edison NJ 2 Ethel Rd,wytanisa@ceteranetworks.com,,Salesforce
10982009,Inactive Investor,Kelsey Kennedy,Associate Wealth Advisor,"Kraft Asset Management, LLC",kelsey@kraftasset.com,,Salesforce
10772134,Inactive Investor,Alex Guttosch,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,alex.j.guttosch@jpmorgan.com,,Salesforce
11056357,Inactive Investor,Chad Stein,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Aurora IL Private Residence",cstein@tiaa-cref.org,,Salesforce
11093523,Inactive Investor,Zachary Weiner,Financial Advisor;Vice President,"Benjamin F. Edwards & Company, Inc. Lutherville Timonium MD 9515 Deereco Rd",zach.weiner@benjaminfedwards.com,,Salesforce
9570587,,Thomas Morici,,,thomas.morici@fidelity.com,,List import
11052618,Inactive Investor,Stephanie Sidebotham,Chief Operating Officer;Chief Operations Officer,Advisor Partners,ssidebotham@advisorpartners.com,,Salesforce
5079935,,Anastasia Petrova,,,vk@uny.su,,
10904456,Inactive Investor,James Sullivan,Financial Advisor;Vice President,"Essex Financial Services, Inc.",jsullivan@essex.financial,,Salesforce
9637211,,Adam Weinstein,,,adam.weinstein@newmountaincapital.com,,List import
11009864,Inactive Investor,Rosemary Greene,,"Saybrus Equity Services, LLC Shorewood MN Private Residence",rgreene@saybruspartners.com,,Salesforce
9563091,,Daniel Bubák,,,dan.bubak@gmail.com,,List import
9618578,,Zoey Zhao,,,zoey.zhang@citadel.com,,List import
1003973,Inactive Investor,WILLIAMSTOWN THEATRE FOUNDATION not specified,,WILLIAMSTOWN THEATRE FOUNDATION not specified,aso@firstrepubic.com,,
11000328,Inactive Investor,Steven Lunsford,,"Allstate Financial Services, LLC Saint Clairsville OH 100 N Sugar St",stevenlunsford@allstate.com,,Salesforce
10766889,Inactive Investor,William Oakland,Director - Alternative Investments;Financial Advisor;First Vice President;Portfolio Manager;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,william.oakland@morganstanley.com,,Salesforce
11039608,Inactive Investor,Adam Miller,,"Cambridge Investment Research, Inc. Albuquerque NM 6745 Academy Rd NE",adam@lulpc.com,505-300-2566,Salesforce
340895,,Nuri Rubenstein,,"Lwm Advisory Services, Llc",nr@lwmfl.com,954-474-7100,Manual List Upload
10762921,Inactive Investor,Michael Schoenleber,,"Raymond James Financial Services, Inc. Elkton MD 130 North St",michael.schoenleber@raymondjames.com,,Salesforce
11008293,Inactive Investor,Vernon Twyman,,Park Avenue Securities LLC Hollywood FL 4000 Hollywood Blvd,vernon_twyman@glic.com,,Salesforce
11156712,Inactive Investor,Sara Gendron,,Fidelity Brokerage Services LLC,,,Salesforce
10947063,Inactive Investor,Robert Couchenour,Private Client Banker,J.P. Morgan Securities LLC Scottsdale AZ 4031 N Scottsdale Rd,robert.couchenour@jpmorgan.com,,Salesforce
11120266,Inactive Investor,Franco Solorzano,,J.P. Morgan Securities LLC New York NY 277 Park Ave,franco.solorzano@jpmorgan.com,,Salesforce
11084182,Inactive Investor,Gerard Figari,,Cetera Advisors LLC Stuart FL 1803 S Kanner Hwy,,,Salesforce
11162055,Inactive Investor,Eric McMahan,Chief Compliance Officer,Integrity Financial Group,ericmcmahan@ifgtx.com,,Salesforce
10929473,Inactive Investor,Renato Fonzar,,Safra Securities LLC,renato.fonzar@safra.com,,Salesforce
11186340,Inactive Investor,Francis McGrail,,Wedbush Securities Inc.,francis.mcgrail@wedbush.com,,Salesforce
9557357,,Tara Elmaleh,,,telmaleh@thecolonygroup.com,,List import
9583723,,Stephen Velie,,,svelie@thornburg.com,,List import
9609529,,Wahyu Wijayanto,,,sagitawijayanto@gmail.com,,List import
10956190,Inactive Investor,Anthony Wright,Partner;President,Twin Rivers Wealth Management,awright@tr-wealth.com,,Salesforce
9642792,,Gonçalo Heitor,,,goncalo.heitor@gmail.com,,List import
10614752,,Patricia Notter,Financial Advisor,,patricia.hollister@morganstanley.com,,List Import
1004988,Inactive Investor,Patrick Merrick Kleeman,,Offit Capital,pmoran@offitcapital.com,,
11148767,Inactive Investor,Sean Obrien,,"Kestra Investment Services, LLC Fort Worth TX 2512 Horne St",,,Salesforce
9546443,,Xiangyu Guo,,,csgxy123@hotmail.com,,List import
11101110,Inactive Investor,Sandra Myers,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9599745,,Oleksandr Fomenkov,,,o664159528@gmail.com,,List import
11206269,Inactive Investor,Gary Christensen,,PFS Investments Inc. Riverside CA 3731 Tibbetts St,gary.christensen@primerica.com,,Salesforce
11222270,,David Munoz,,,davidmunoz@firstrepublic.com,,List Import
10946399,Inactive Investor,Justin Haim,Private Client Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,justin.m.haim@chase.com,,Salesforce
11036808,Inactive Investor,Thomas Jansson,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,thomas.jansson.yxo4@statefarm.com,,Salesforce
6332821,,Sherry Dinges,,,cleve1978@gmail.com,,Web Form Fillout
10879429,Inactive Investor,Sarah Brechbuehl,,Cetera Investment Services LLC Gettysburg PA 675 Old Harrisburg Rd,sarah.brechbuehl@ceterais.com,,Salesforce
9588936,,Idevânio Rodrigues,,,idevanio@outlook.com,,List import
10806977,Inactive Investor,Shaun McMahan,,Commonwealth Financial Network Bellevue WA 14205 SE 36th St,smcmahan@commonwealth.com,,Salesforce
10882584,Inactive Investor,Frank Vento,,"Allstate Financial Services, LLC Staten Island NY 345 New Dorp Ln",frankvento@allstate.com,,Salesforce
10659116,,Brian Kowieski,,,bkowieski@stephens.com,,List Import
10975819,Inactive Investor,Jody Dickerson,,State Farm VP Management Corp. Richardson TX 1150 State St,,,Salesforce
11233428,Inactive Investor,Allie Texter,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",,,Salesforce
9599771,,Brien Obrien,,,bobrien@portcapitalllc.com,,List import
11057602,Inactive Investor,Amber Murphy,Enrolled Agent;Managing Member,"MWM Advisory Group, LLC Valparaiso IN 334 W US Highway 30",info@mwmfinancial.tax,,Salesforce
11033233,Inactive Investor,Patrick McGinnis,,"Empower Financial Services, Inc Fairway KS Private Residence",patrick.mcginnis@empower.com,,Salesforce
10620097,,Eileen Remsing,,,eremsing@wintrustwealth.com,,List Import
11087024,Inactive Investor,Robert Kedney,Financial Advisor,Thrivent Investment Management Inc. Columbia PA 470 Locust St,robert.kedney@thrivent.com,,Salesforce
10992764,Inactive Investor,William Lowes,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",william.lowes@empower.com,,Salesforce
11106622,Inactive Investor,Gerald Horn,Financial Advisor,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,gerald.horn@morganstanley.com,,Salesforce
10784027,Inactive Investor,Stephen Cameron,,"VALIC Financial Advisors, Inc. Franklin NC Private Residence",stephen.cameron@valic.com,,Salesforce
9612559,,Bradley Drake,,,bdrake@rothschildinv.com,,List import
10962964,Inactive Investor,Kerstin Quinto,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,kerstin.quinto@primerica.com,,Salesforce
10801312,Inactive Investor,Robert Rose,Financial Advisor,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",robert.j.rose@wellsfargoadvisors.com,,Salesforce
11154405,Inactive Investor,Frank Sites,,Cetera Advisors LLC Santa Rosa CA 5755 Mountain Hawk Dr,frank.sites@ceteraadvisors.com,,Salesforce
11183518,Inactive Investor,Charles Mills,Chief Compliance Officer;Portfolio Manager;Vice President,Mills Value Adviser Inc,,,Salesforce
10990786,Inactive Investor,James Williams,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10716652,,Ronnie Lane,,,rjlane1@gmail.com,,Web Form Fillout
9561721,,Alan Spero,,,alan.spero@lfg.com,,List import
9608968,,Blake Winchell,,,wbwinchell@gmail.com,,List import
9605788,,Kevin Bock,,,kevin.bock@delinvest.com,,List import
5998045,,Gonzalo Castillo,,,gonzalocastillo@tozya.com,,Web Form Fillout
10812440,Inactive Investor,Matthew Fetui,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",matthew.fetui@wellsfargo.com,,Salesforce
11174230,Inactive Investor,David Holman,Financial Advisor,LPL Financial LLC New Market MD Private Residence,david.holman@lpl.com,,Salesforce
9617660,,Will Stegall,,,wstegall@routeonepartners.com,,List import
11013403,Inactive Investor,Thomas Ryan,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",tryan@cartyco.com,,Salesforce
9543804,,SON NGUYEN,,,nsont66@aol.com,,List import
10812583,Inactive Investor,Terrance Zaragoza,,"Wells Fargo Clearing Services, LLC Bellevue WA 4020 Factoria Blvd SE",terrance.zaragoza@wellsfargoadvisors.com,,Salesforce
10832751,Inactive Investor,John Longo,Senior Wealth Manager;Vice President,Mayflower Advisors,john.longo@mayfloweradvisors.com,,Salesforce
10908737,Inactive Investor,Seth Holzwarth,Financial Advisor,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,seth_holzwarth@glic.com,,Salesforce
11148796,Inactive Investor,George Georgiades,,"Sanctuary Securities, Inc. College Station TX 1470 Copperfield Pkwy",ggeorgiades@sanctuarywealth.com,,Salesforce
9586547,,Barbara Hardy,,,bhardy@whitepinecapital.com,,List Import
10789563,Inactive Investor,Christopher Holloway,,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
10949406,Inactive Investor,Benjamin Melvin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10873410,Inactive Investor,Vivian Mora,,State Farm VP Management Corp. Birmingham AL 3253 Lorna Rd,,,Salesforce
10821967,Inactive Investor,Michael Pontillo,,"Hudson Heritage Capital Management, Inc.",mpontillo@hhcminc.com,,Salesforce
9593794,,Jason Gulosh,,,jgulosh@financialengines.com,,List import
11067548,Inactive Investor,William Bulger,Division Leader,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,william.bulger@primerica.com,,Salesforce
9554100,,Christina Guevara,,,christina.guevara@transamerica.com,,List import
11174352,Inactive Investor,Marcia Willis,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,marcia_willis@vanguard.com,,Salesforce
10876147,Inactive Investor,Beatriz Montesino,,UBS Financial Services Inc.,,,Salesforce
10887121,Inactive Investor,Guillermo Camacho,,J.P. Morgan Securities LLC Chicago IL 6350 N McCormick Rd,guillermo.camacho@fmr.com,,Salesforce
10833398,Inactive Investor,James Waninger,,Commonwealth Financial Network Tell City IN 1009 Main St,,,Salesforce
10765570,Inactive Investor,Jacob Dax,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Hermosa Beach CA 200 Pier Ave",jacob.a.dax@ampf.com,,Salesforce
11077384,Inactive Investor,Kevin Ryan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",kevin.ryan@schwab.com,,Salesforce
9582002,,Teresa Campbell,,,tcampbell@ayco.com,,List import
1002186,Inactive Investor,Rafael Caride,,Noctua Partners,rcaride@noctuapartners.com,,
11170992,Inactive Investor,John Pratt,,Cetera Advisor Networks LLC Johnston IA 5530 West Pkwy,jpratt@ceterawealth.com,,Salesforce
9622055,,Brian McKenna,,,bpmckenna@gmail.com,,List import
9632140,,Subehee Ahmed,,,subehee.ahmed@sc.com,,List import
9601337,,Michael Vranos,,,mvranos@earnreit.com,,List import
11076454,Inactive Investor,Skyler Ryckewaert,,"Osaic Wealth, Inc.",,,Salesforce
11099126,Inactive Investor,Alan Dehesa,Financial Advisor,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,alan.dehesa@morganstanley.com,,Salesforce
11198725,Inactive Investor,Elio Khachatourian,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9573989,,Bernadette Brown,,,bernadette.brown@securitiesamerica.com,,List import
11073618,Inactive Investor,George Bettisworth,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,george.bettisworth@morganstanley.com,,Salesforce
11004343,Inactive Investor,Cody Aber,,PFS Investments Inc. Apache Junction AZ 105 S Delaware Dr,,,Salesforce
185930,,Antoine Lindrec,,[Unknown],antoinelindrec@gmail.com,,source
9575699,,Kevin Williams,,,kevinandrew30@yahoo.com,,List import
11236668,Inactive Investor,Claudia Johnston,Private Wealth Advisor,"Fairvoy Private Wealth, LLC",claudia@fairvoypw.com,,Salesforce
10834598,Inactive Investor,Thomas Connelly,Director,"Wells Fargo Advisors Financial Network, LLC Needham Heights MA 197 1st Ave",,,Salesforce
11089225,Inactive Investor,Kenneth Day,,LPL Financial LLC Cleveland OH 1100 Superior Ave E,jason.day@lpl.com,,Salesforce
9645353,,Michael Rogov,,,mike.rogov@gmail.com,,List import
11208455,Inactive Investor,Natalie Jennings,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",natalie.jennings2@bankerslife.com,,Salesforce
11201698,Inactive Investor,Ryan Sloot,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11110820,Inactive Investor,Mark Leichty,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 6375 S Pecos Rd",mark.leichty@tfaconnect.com,,Salesforce
11204725,Inactive Investor,Jacob Brown,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC",jacob.brown@tiaa.org,,Salesforce
10890559,Inactive Investor,Rachael Bennett,,"Northwestern Mutual Investment Services, LLC Janesville WI 101 E Milwaukee St",rachael.bennett@nm.com,,Salesforce
10962413,Inactive Investor,Julia Duckwitz,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,jgulbrandson@primerica.com,,Salesforce
10978193,Inactive Investor,Juliet Magee,,"Centaurus Financial, Inc. Annapolis MD 888 Bestgate Rd",,,Salesforce
10848968,Inactive Investor,Richard Miller,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Arlington Heights IL 150 W Campbell St",richard.e.miller@wellsfargoadvisors.com,,Salesforce
10788200,Inactive Investor,Silas Hudson,,"Charles Schwab & Co., Inc. Tampa FL Private Residence",silas.hudson@schwab.com,,Salesforce
10814009,Inactive Investor,Christopher Wojtek,Associate Vice President - Investments,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,cwojtek@investdavenport.com,,Salesforce
9598499,,hamoo alli,,,usmusm85@hotmail.com,,List import
10842914,Inactive Investor,Bradford Harris,Financial Advisor;Senior Vice President,OneDigital Investment Advisors Overland Park KS 7400 W 110th St,brad.harris@onedigital.com,,Salesforce
9630115,,Joe G,,,jglivonia@gmail.com,,List import
10761071,Inactive Investor,Roger Tulcin,Managing Director,Neuberger Berman BD LLC,rtulcin@nb.com,,Salesforce
11001394,Inactive Investor,Cameron Hooshivar,,LPL Financial LLC Los Angeles CA 1900 Avenue of the Stars,cameron.hooshivar@lpl.com,,Salesforce
10487517,,Stephen Ibarguen,"Financial Advisor, Senior Vice President",Morgan Stanley,stephen.ibarguen@morganstanley.com,,List Import
9621738,,Tyler Doolittle,,,tydoolittle6@gmail.com,,List import
346581,,Scott Rivard,Partner,Saw Mill Capital L.l.c.,srivard@sawmillcapital.com,914-741-1300,Manual List Upload
9574147,,Freedman Chang,,,jiayu112001@gmail.com,,List import
10468106,,Rocco D'Ordine,,,r-occo@comcast.net,,Web Form Fillout
160212,,Jason Parris,,[Unknown],jason@reoportals.com,,
10885112,Inactive Investor,Andrew Gaebel,,Neuberger Berman BD LLC,andrew.gaebel@nb.com,,Salesforce
9578058,,Steven Plank,,,steve@espalierglobal.com,,List import
10865281,Inactive Investor,Sean Giovanniello,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11090376,Inactive Investor,Travis Stright,Advisor;Senior Associate,Figure 8 Investment Strategies LLC,travis@figure8investing.com,,Salesforce
11138136,Inactive Investor,Raymond West,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,raymond.west@fidelity.com,,Salesforce
10792890,Inactive Investor,Hank Mclarty,Chief Executive Officer;Founder;Managing Director,"Gratus Capital, LLC",hmclarty@gratuscapital.com,,Salesforce
240348,,Jose Guevara,,[Unknown],guevaraj67@gmail.com,,Direct
10910832,Inactive Investor,Rohan Richards,,Newbridge Securities Corporation,rrichards@newbridgesecurities.com,,Salesforce
11229615,Inactive Investor,Viktoriya Perepelytsya,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",vic.perepel@nm.com,,Salesforce
11259898,Inactive Investor,Vandolf Parish,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,,,Salesforce
11136989,Inactive Investor,Armin Smajlovic,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10945957,Inactive Investor,Bryan Peterson,Relationship Banker,"Wells Fargo Clearing Services, LLC Memphis TN 6445 Poplar Ave",,,Salesforce
10832840,Inactive Investor,Marko Milosevic,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",marko.milosevic@ml.com,,Salesforce
10890548,Inactive Investor,Ethan Shiller,,"Leigh Baldwin & Co., LLC",eshiller@leighbaldwin.com,,Salesforce
10778389,Inactive Investor,Andrew Crowell,Vice Chairman,D.A. Davidson & Co. Los Angeles CA 624 S Grand Ave,acrowell@dadco.com,,Salesforce
11007939,Inactive Investor,John Barry,,Cetera Advisor Networks LLC Rockport MA Private Residence,john.barry@ceterawealth.com,,Salesforce
11200680,Inactive Investor,Kimberly Scott,Director - Financial Planning;Partner,Financial Services Advisory,kim@fsainvest.com,,Salesforce
341909,,James Scott,Manager,Pollen Street Capital (us) Llc,jscott@eaglewoodcapital.com,212-729-4688,Manual List Upload
10876754,Inactive Investor,Andrew Hall,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10940162,Inactive Investor,Paul Cipriano,Chief Compliance Officer;Founder;Managing Member,Cipriano Wealth Management LLC,paul@ciprianowealth.com,,Salesforce
11195216,Inactive Investor,Jennifer Bacarella,,"Osaic Wealth, Inc. Ypsilanti MI Private Residence",,,Salesforce
10917256,Inactive Investor,Wendy Gipson-Fitzpatrick,,"J. Alden Associates, Inc.",,,Salesforce
11006833,Inactive Investor,Christina Blackburn,,"Raymond James Financial Services, Inc. Newport Beach CA 4675 Macarthur Ct",,,Salesforce
11028286,Inactive Investor,Jian Qi,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Great Neck NY 111 Great Neck Rd",jian.qi@tfaconnect.com,,Salesforce
11056472,Inactive Investor,Jun Tang,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 13010 NE 20th St",jun.tang@tfaconnect.com,,Salesforce
11067237,Inactive Investor,Trevor Pinto,Premier Banker,"Wells Fargo Clearing Services, LLC Dresher PA 1675 Limekiln Pike",trevor.pinto@wellsfargo.com,,Salesforce
10879124,Inactive Investor,Olaleye Akinrimisi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sutton MA 139 Boston Rd",,,Salesforce
10847817,Inactive Investor,Glenn Delman,Owner,G&F Financial Services,,,Salesforce
5208999,,Michael Smythe,,,micsmythe@gmail.com,,Web Form Fillout
11167098,Inactive Investor,Michelle Greenlee,,Cetera Advisor Networks LLC,,,Salesforce
156098,,Isaac Ferguson,,[Unknown],zac0203@yahoo.com,,Advertising
11092099,Inactive Investor,Peter Foley,Portfolio Manager;Senior Vice President;Wealth Advisor,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,peter.foley@ubs.com,,Salesforce
10829368,Inactive Investor,Cynthia Hensley,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
9615071,,Sebastian Livesey,,,sebastianlivesey@gmail.com,,List import
10881503,Inactive Investor,Jack Sloan,,Money Concepts Capital Corp Metairie LA 3525 N Causeway Blvd,jsloan@moneyconcepts.com,,Salesforce
11068566,Inactive Investor,Cheyenne Alvarez,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",cheyenne.farrell@nm.com,,Salesforce
11082070,Inactive Investor,Paul Autodore,,"Zinnia Wealth Advisory, LLC",,,Salesforce
9579012,,Charles Parks,,,charles@cfparks.com,,List import
11137206,Inactive Investor,Aaron Hill,,Fidelity Brokerage Services LLC Henderson NC Private Residence,,,Salesforce
10860333,Inactive Investor,Graham Hill,,"Northwestern Mutual Investment Services, LLC Augusta GA 229 Furys Ferry Rd",graham.hill@nm.com,,Salesforce
10847053,Inactive Investor,Matthew Berquist,Chief Operations Officer;Managing Director,Intrepid Capital Management Inc,mberquist@intrepidcapital.net,,Salesforce
10856442,Inactive Investor,Kevan McNaught,Wealth Management Advisor,LPL Financial LLC Windsor CO Private Residence,kevan.mcnaught@lpl.com,,Salesforce
11157588,Inactive Investor,Jorge Valdes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",,,Salesforce
11133354,Inactive Investor,Ernest Madyun,Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,ernest.madyun@morganstanley.com,,Salesforce
11078442,Inactive Investor,Kenneth Hesselink,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11196143,Inactive Investor,Stacy Bone,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",stacy.bone@bofa.com,,Salesforce
10850312,Inactive Investor,Jeffrey Triwedi,,Thurston Springer Financial,jeff@thurstonspringer.com,,Salesforce
10781022,Inactive Investor,Colin Wetherill,Head - Investments;Managing Director,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,colin.j.wetherill@jpmorgan.com,,Salesforce
11037951,Inactive Investor,Jonathan Vega,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,jvega@primerica.com,,Salesforce
10980140,Inactive Investor,Bruce Anderson,,"Farmers Financial Solutions, LLC Evergreen CO 28000 Meadow Dr",banderson2@farmersagent.com,,Salesforce
11202315,Inactive Investor,Christopher Grella,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",cgrella@ampf.com,,Salesforce
11031932,Inactive Investor,Megan Livermore,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11086728,Inactive Investor,Donovan Curry,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,donovan.curry@fidelity.com,,Salesforce
11179312,Inactive Investor,Vergil Rorer,Financial Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",vergil.rorer@wellsfargoadvisors.com,,Salesforce
11125996,Inactive Investor,John David Stabenfeldt,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",,,Salesforce
10874062,Inactive Investor,Sean Campbell,Chief Executive Officer;Managing Partner,Campbell Deegan Financial,scampbell@cdfva.com,,Salesforce
11123251,Inactive Investor,Denise Snow,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,denise.heiss@fidelity.com,,Salesforce
10770928,Inactive Investor,John Conover,,Maxim Group LLC,jconover@maximgrp.com,,Salesforce
11192800,Inactive Investor,Tracy Chiang,,"Transamerica Financial Advisors, Inc Honolulu HI 1050 Queen St",tracy.chiang@tfaconnect.com,,Salesforce
158689,,Keith Walsh,,[Unknown],keithrwalsh1980@gmail.com,,
10919854,Inactive Investor,Deborah Dembo,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,deborah.dembo@primerica.com,,Salesforce
9636765,,Daniel Ilundain,,,dilundain@palladiumequity.com,,List import
11024517,Inactive Investor,Kim Roberts,,"Northwestern Mutual Investment Services, LLC Greenwood IN 494 S Emerson Ave",kim.roberts@nm.com,,Salesforce
10820599,Inactive Investor,Seth Salomon,,LPL Financial LLC Lexington KY 3217 Summit Square Pl,seth.salomon@lpl.com,,Salesforce
10793963,Inactive Investor,Lana Stewart,Financial Advisor,Edward Jones Lone Tree CO 9360 Station St,lana.stewart@edwardjones.com,,Salesforce
11160171,Inactive Investor,Enrique Ramirez,,State Farm VP Management Corp. Soledad CA 2149 H Delarosa Sr St,,,Salesforce
10992432,Inactive Investor,Michael Sarafian,Wealth Advisor,LPL Financial LLC Tampa FL 4115 W Cypress St,michael.sarafian@lpl.com,,Salesforce
11175134,Inactive Investor,Paxton Page,,"Allstate Financial Services, LLC Jeffersonville IN 2214 Allison Ln",packypage@allstate.com,,Salesforce
9540687,,Roy Niederhoffer,,,royn@niederhoffer.com,,List Import
11153922,Inactive Investor,Phillis Persaud-Nath,,J.P. Morgan Securities LLC Palm City FL 3030 SW Martin Downs Blvd,phillis.persaud-nath@chase.com,,Salesforce
10911519,Inactive Investor,Gary Kilpatrick,Associate,Thrivent Investment Management Inc. Little Rock AR 11400 Executive Center Dr,,,Salesforce
10790326,Inactive Investor,Arthur Moore,Financial Advisor,Edward Jones Florence SC 1250 Celebration Blvd,arthur.moore@edwardjones.com,,Salesforce
1004466,Inactive Investor,Stephen Kaminsky,,Stephen Kaminsky,stephenkaminsky5@gmail.com,,3rd Party Lead Gen
10862527,Inactive Investor,Claudia Fontecha Suarez,,VectorGlobal WMG,,,Salesforce
11199887,Inactive Investor,Lori Sutherland,Managing Director;Office Manager,"Strategic Probability Partners, LLC",lori@s-p-partners.com,,Salesforce
11166339,Inactive Investor,Carlos Rosa,,"Allstate Financial Services, LLC Houston TX 12709 Beechnut St",carlosrosa@allstate.com,,Salesforce
10793307,Inactive Investor,Nancy Hernandez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nancy.hernandez@fidelity.com,,Salesforce
11056251,Inactive Investor,Sharon Lam,Client Service Specialist,"Ameriprise Financial Services, LLC El Segundo CA 205 E El Segundo Blvd",sharon.lam@ampf.com,,Salesforce
11166425,Inactive Investor,Brittney Carrasco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10878540,Inactive Investor,Michael O'Reilly,Financial Advisor,LPL Financial LLC Chesterfield MO 16100 Chesterfield Pkwy W,michael.o-reilly@lpl.com,,Salesforce
11220962,,Crista Tucker,,,ctucker@firstrepublic.com,,List Import
11203231,Inactive Investor,Thomas Kaufman,,HBW Advisory Services LLC Waterford MI 4311 Forest Ave,,,Salesforce
372165,,Danny Trang,,United States,luckytradings@gmail.com,,Salesforce
11260548,Inactive Investor,Ryan Halperin,Financial Advisor Trainee,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10405858,,Tru Est,,,ncujrrqbxp@use.startmail.com,,Web Form Fillout
10965223,Inactive Investor,Thomas Richer,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11101959,Inactive Investor,Curtis Ramsay,,J.P. Morgan Securities LLC Draper UT 145 E 13800 S,curtis.l.ramsay@jpmorgan.com,,Salesforce
11140908,Inactive Investor,Lynnea Arcari,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,larcari@primerica.com,,Salesforce
9637404,,Jerry A Rosenthal,,,timmy_nola10@exa.com,,List import
342825,,Mark Sexton,,[Unknown],markssexton@comcast.net,,
9544535,,Linda Socko,,,llsock@aol.com,,List import
346247,,Shaunna Knuth,Financial Assistant,"Peak Financial Services, Inc.",sknuth@peakfs.com,508-351-9775,Manual List Upload
11032935,Inactive Investor,Easton Pierce,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11113949,Inactive Investor,Corey Smith,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,csmith.6883m@primerica.com,,Salesforce
11105879,Inactive Investor,Ethan Callaway,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,ethan.callaway@ubs.com,,Salesforce
10810769,Inactive Investor,Bradley Bass,Director - Alternative Investments;Family Wealth Director;Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Chicago IL 227 W Monroe St,bradley.bass@morganstanley.com,,Salesforce
10779968,Inactive Investor,Edward Donnelly,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",edward.donnelly@ml.com,,Salesforce
235986,, -,,[[Unknown]],heyjohnnya@yahoo.com,,
5910560,,????? ???????,,,lena-ushakova@yandex.ru,,Web Form Fillout
9628994,,Jason Shooter,,,jasonshooter@live.co.uk,,List import
10953727,Inactive Investor,Sumayyah Mumford,,Fidelity Brokerage Services LLC,,,Salesforce
11048743,Inactive Investor,Brian Houts,Chief Planning Officer;Partner,"Frazier Financial Advisors, LLC",bhouts@frazierfinancial.com,,Salesforce
10893407,Inactive Investor,Zachary Kahn,,Citigroup Global Markets Inc.,zachary.kahn@citi.com,,Salesforce
11123961,Inactive Investor,Simon Halim,,J.P. Morgan Securities LLC Riverdale NJ 20 Hamburg Tpke,simon.halim@jpmorgan.com,,Salesforce
11122099,Inactive Investor,Michael Kane,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",michael.kane@prudential.com,,Salesforce
10940261,Inactive Investor,Annette Campos,Chief Compliance Officer;Director - Operations and Compliance,RiverPlace Capital Management Inc,acampos@riverplacecapital.com,,Salesforce
9642895,,Mihai Iliesiu,,,ylly2004@yahoo.com,,List import
11155913,Inactive Investor,Ricardo Rosales,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9589507,,Frank Janesh,,,fjanesh@yahoo.com,,List import
11113870,Inactive Investor,Joseph Lady,,"Hornor, Townsend & Kent, LLC Greenville SC 420 E Park Ave",jlady@htk.com,,Salesforce
9598064,,Julie Sprau,,,jsprau@argentemcreek.com,,List import
10959239,Inactive Investor,Kelly Bowen,,"Ameritas Investment Company, LLC Burley ID 111 W 15th St",kelly.bowen@ameritas.com,,Salesforce
11218888,,Vijay Ramsarran,,,vijay@wpcapital.com,,Other
11219609,,Craig Steinberg,,,craig@atalantasosnoff.com,,Other
10860054,Inactive Investor,Kenneth Martin,,"Allstate Financial Services, LLC Eastchester NY 240 Main St",kennethmartin@allstate.com,,Salesforce
10871215,Inactive Investor,Carlos Salcido,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,carlos_salcido@vanguard.com,,Salesforce
10961541,Inactive Investor,Christina Colon,,"Wells Fargo Clearing Services, LLC Seminole FL 13099 Park Blvd",,,Salesforce
10881143,Inactive Investor,Todd Godin,Managing Director,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",todd.godin@stifel.com,,Salesforce
9619634,,Kevgreyscale Caldgreyscsle,,,kevinlcaldwell@hotmail.com,,List import
10891700,Inactive Investor,George Doroshenko,,PFS Investments Inc. Chalfont PA 31 Oak Ave,george.doroshenko@primerica.com,,Salesforce
10924925,Inactive Investor,Evens Anioce,,PFS Investments Inc. Miami FL 633 NE 167th St,evens.anioce@primerica.com,,Salesforce
11132257,Inactive Investor,William Cooney,,Fidelity Brokerage Services LLC Nanuet NY 2142 Fashion Dr,william.cooney@fidelity.com,,Salesforce
10811781,Inactive Investor,Sean Reilly,,Commonwealth Financial Network Providence RI 322 Broadway,sreilly@commonwealth.com,,Salesforce
10892431,Inactive Investor,John Rygiel,,Cetera Financial Specialists LLC Clinton Township MI 35758 Harper Ave,john.rygiel@ceterafs.com,,Salesforce
10962080,Inactive Investor,Lee Han,Financial Advisor Trainee,Edward Jones Fairview OR 21901 NE Halsey St,,,Salesforce
9610660,,Ph?m Là,,,phamla1960@gmail.com,,List import
10925751,Inactive Investor,Sandra Lewandowski,Financial Solutions Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
9619991,,b b,,,b@c.com,,List import
351097,,Christopher Busby,Partner,Great Hill Partners,busby@greathillpartners.com,617-790-9400,Manual List Upload
11261237,Inactive Investor,Valerie Ruppel,Chief Compliance Officer,Syntrinsic LLC,,,Salesforce
11151269,Inactive Investor,Sarah Foehrenbacher,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",sarah.foehrenbacher@nm.com,,Salesforce
11207601,Inactive Investor,Christopher Radici,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,christopher.radici@ubs.com,,Salesforce
10814218,Inactive Investor,Jon Lindenberg,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",jon.b.lindenberg@wellsfargoadvisors.com,,Salesforce
11050149,Inactive Investor,Bryon Kibildis,Financial Representative,Park Avenue Securities LLC Las Vegas NV 300 S 4th St,,,Salesforce
10772010,Inactive Investor,Steven Silverman,,"Centaurus Financial, Inc. Bensalem PA Private Residence",,,Salesforce
9624794,,John Cano,,,johncano7578@gmail.com,,List import
11128682,Inactive Investor,Ann Peiss,Senior Client Service Associate,Morgan Stanley Middleton WI 8215 Greenway Blvd,ann.peiss@morganstanley.com,,Salesforce
10923780,Inactive Investor,Craig Knight,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
11167678,Inactive Investor,Mark Whitman,Financial Advisor,"Centennial Securities Company, Inc.",mark@centennialsec.com,,Salesforce
128474,,William Piccerelli,,Integrated Wealth Concepts Llc,william.piccerelli@lpl.com,,
11235564,Inactive Investor,Andrew Ezzat,Chief Investment Officer;Portfolio Manager,Sterling Bridge Financial Group LLC,andrew@sterlingbridgefg.com,,Salesforce
11208231,Inactive Investor,Jared Violante,,"Raymond James Financial Services, Inc. Rockville MD 11 N Washington St",jared.violante@raymondjames.com,,Salesforce
10759742,Inactive Investor,Cathi Rosky,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",cathi_rosky@ml.com,,Salesforce
11112759,Inactive Investor,Shie Hadar,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",shie.hadar@schwab.com,,Salesforce
10873476,Inactive Investor,Andrew Groebner,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",andy.groebner@prudential.com,,Salesforce
10893806,Inactive Investor,Robert Law,Financial Advisor,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",,,Salesforce
10657146,,Maximiliano Soto,,,maximiliano.soto@chase.com,,List Import
11260257,Inactive Investor,Angelo Laventura,,Commonwealth Financial Network Blandon PA 8484 Allentown Pike,,,Salesforce
10619079,,Andrew Leoni,,,andrew.leoni@morganstanley.com,,List Import
11174030,Inactive Investor,Douglas Raggio,,"Osaic Wealth, Inc. Deptford NJ Private Residence",,,Salesforce
3803678,,Nathan Wilkie,,,n365ay@gmail.com,,Web Form Fillout
128506,,Jessica Ohmann,,Lido Advisors,johmann@lidoadvisors.com,,
9636345,,Rodney Hass,,,rodney.hass@rfandl.com,,List import
9607469,,Paul Kamor,,,paul.kamor@pnc.com,,List import
11166348,Inactive Investor,David Acevedo,,"Allstate Financial Services, LLC Pharr TX 3910 N Jackson Rd",,,Salesforce
11059641,Inactive Investor,Jeffrey Little,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",jeffrey.little@equitable.com,,Salesforce
11138195,Inactive Investor,Richard Meyer,Branch Manager;Financial Advisor,LPL Financial LLC Portland OR 5100 S Macadam Ave,richard.e.meyer@lpl.com,,Salesforce
11016680,Inactive Investor,David Ruffin,,PFS Investments Inc. Joliet IL 3180 Theodore St,,,Salesforce
10785879,Inactive Investor,Karen Meriwether,Senior Vice President,"John G. Ullman & Associates, Inc Corning NY 51 E Market St",meriwetherk@jgua.com,,Salesforce
10794900,Inactive Investor,Lori Farley,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,lori.farley@jpmorgan.com,,Salesforce
10818666,Inactive Investor,Jeffrey Ott,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,jott@lincolninvestment.com,,Salesforce
11210137,Inactive Investor,Steven Rosso,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 834 State St",steven.rosso@ml.com,,Salesforce
11182096,Inactive Investor,Robert Bunnen,Chief Compliance Officer;President,Bunnen Financial Management LLC,,,Salesforce
10859892,Inactive Investor,Afshin Ensafdaran,,Cabot Lodge Securities LLC Albuquerque NM 4425 Juan Tabo Blvd NE,afshin.ensafdaran@clsecurities.com,,Salesforce
10809203,Inactive Investor,Joseph Corcoran,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",joseph_g_corcoran@ml.com,,Salesforce
372440,,Amanda Bledsoe,,United States,bledsoeamanda87@gmail.com,,Salesforce
9632439,,Sean Greenwaldt,,,sgreenwaldt@crabel.com,,List import
242541,,Justin Palte,Marketing,[Unknown],justin.palte@revix.com,83445109,Database Upload
10781785,Inactive Investor,Benjamin King,Financial Advisor,"Wells Fargo Clearing Services, LLC Dayton OH 540 Lincoln Park Blvd",benjamin.king@wellsfargoadvisors.com,,Salesforce
10771729,Inactive Investor,Enrique Garcia,Account Executive,"Nelson Securities, Inc. San Diego CA 12555 High Bluff Dr",rgarcia@nelsonsecurities.com,,Salesforce
11159682,Inactive Investor,Brian Woo,Financial Advisor,"RBC Capital Markets, LLC Palos Verdes Peninsula CA 608 Silver Spur Rd",brian.woo@rbc.com,,Salesforce
11140472,Inactive Investor,Shona Martin,,"W&S Brokerage Services, Inc. Statesville NC 1732 Wilkesboro Hwy",,,Salesforce
9542166,,Vivek Raju,,,vivek.raju@valuelabs.com,,List import
9564352,,Darrell Williams,,,djwilliams@financialguide.com,,List import
10869210,Inactive Investor,Gary Lucas,Investment Advisor Representative,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
10831194,Inactive Investor,Michael Brady,,"Cambridge Investment Research, Inc. Boulder CO 885 Arapahoe Ave",,,Salesforce
10821569,Inactive Investor,Mark Reisman,Chief Executive Officer,"Pelican Bay Asset Management, Inc.",,,Salesforce
9563854,,Juan Arguello,,,hello@thrivecultivate.com,,List import
10896345,Inactive Investor,Raymond Dahlman,Chief Compliance Officer;Financial Consultant;President,"DSA Financial Group, Inc.",r.dahlman@dsafinancialgroup.com,,Salesforce
10895006,Inactive Investor,Paul Haire,,LPL Financial LLC Owensboro KY 202 E Byers Ave,paul.haire@lpl.com,,Salesforce
10897403,Inactive Investor,Cody Daniels,Financial Advisor,"Wells Fargo Clearing Services, LLC Venice FL 1306 E Venice Ave",cody.daniels@wellsfargo.com,,Salesforce
9590437,,Philip Statz,,,philips@insightlifepath.com,,List import
10841554,Inactive Investor,David Rice,Chief Compliance Officer;President,The Helix Financial Group,,,Salesforce
9567265,,Daniel Illg,,,daniel.illg@fmr.com,,List import
11125121,Inactive Investor,Brandon Parrett,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11047177,Inactive Investor,Patricia Menke,,PNC Investments Pittsburgh PA 50 McIntyre Square Dr,patricia.menke@pnc.com,,Salesforce
10596383,,ROBERT GREENE,,,rgreene@vanderbiltsecurities.com,,Web Form Fillout
11047650,Inactive Investor,Bryce Wilinski,Senior Financial Advisor,Gladstone Wealth Partners Melville NY 105 Maxess Rd,bryce.wilinski@gladstonewealth.com,,Salesforce
10869146,Inactive Investor,Frederick Palmerton,Managing Member;Owner,"Palmerton Financial Services, LLC",,,Salesforce
10956323,Inactive Investor,Greyson Sklba,,Goldman Sachs & Co.,,,Salesforce
11041714,Inactive Investor,Michael Heyl,,State Farm VP Management Corp. White River Junction VT 2456 Christian St,mike.heyl.m7cu@statefarm.com,,Salesforce
11028811,Inactive Investor,Zahan Tariq,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9613868,,Sergei Pak,,,cryptoadvisor415@protonmail.com,,List import
11056312,Inactive Investor,Kyle Fey,,LPL Financial LLC Edgerton MN 833 Main St,kyle.fey@lpl.com,,Salesforce
10803698,Inactive Investor,Brian Enright,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,benright@jmsonline.com,,Salesforce
11031957,Inactive Investor,Kjersti Lockhart,,SECU Brokerage Services Roxboro NC 220 Long Ave,kjersti.lockhart@ncsecu.org,,Salesforce
10883209,Inactive Investor,Jennifer Gates,Wealth Manager,"CW Advisors, LLC",jgates@congresswealth.com,,Salesforce
9551897,,Michael Crum,,,mcrum@fpgadvisors.com,,List import
10656307,,Amy Baker,,,amy.l.baker@morganstanley.com,,List Import
374631,,Steven Starnes,Member - Principal,"Grand Wealth Management, Llc",steven@grandwealth.com,616-451-4228,Salesforce
10937689,Inactive Investor,Tori Barnes,Client Advisor Assistant,Arvest Wealth Management Russellville AR 815 N Arkansas Ave,tbarnes@arvest.com,,Salesforce
10789441,Inactive Investor,Cynthia Gall,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9543774,,Jeffrey Yun-Nikolac,,,jeff@yun-nikolac.com,,List import
10818750,Inactive Investor,Scott Codacovi,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Belmar NJ 3350 State Rte 138",scott.codacovi@ampf.com,,Salesforce
10791686,Inactive Investor,David Vincent,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",david.vincent@schwab.com,,Salesforce
8480927,,John Ward,,PNC,john.ward@pnc.com,(215) 585-7670,List Import
11168970,Inactive Investor,John Swegles,,Newbridge Securities Corporation,jswegles@newbridgesecurities.com,,Salesforce
10920304,Inactive Investor,Amy Edgren,,"Osaic Wealth, Inc. Minneapolis MN 7500 Hwy 55",,,Salesforce
11187091,Inactive Investor,Christian O'Neill,,"Avantax Investment Services, Inc. Middletown RI 28 Jacome Way",,,Salesforce
10766049,Inactive Investor,Bradly Diaz,Associate Vice President;Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Miami FL 220 Alhambra Cir,bradly.diaz@morganstanley.com,,Salesforce
9644155,,Brendan Brummer,,,brendan@brummer.haus,,List import
10933342,Inactive Investor,Sonia Yenche,,Citigroup Global Markets Inc. Irvine CA 400 Spectrum Center Dr,sonia.ines.yenche@citi.com,,Salesforce
11026457,Inactive Investor,Osvaldo Dominguez,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
9597112,,John McCann,,,johnmccann@mccannrealtors.com,,List import
83190,,Brenda Kendall,Financial Advisor,"MML Investors Services, LLC",bkendall@massmutual.com,413-737-8400,
11180516,Inactive Investor,Ruth Obrien,,"Osaic Wealth, Inc. Colorado Springs CO Private Residence",,,Salesforce
11081771,Inactive Investor,Michael Bauman,,LPL Financial LLC Solon OH 30575 Bainbridge Rd,michael.bauman@lpl.com,,Salesforce
11050429,Inactive Investor,Paul Liberman,Member,Wise Money Israel LLC,,,Salesforce
9563079,,Harikrishna Ramachandran,,,harikris003@e.ntu.edu.sg,,List import
11232157,Inactive Investor,Carlos Martinez,,"Wells Fargo Clearing Services, LLC Mesquite TX 120 W Main St",,,Salesforce
9580398,,Chandler Guo,,,690433451@qq.com,,List import
4609863,,Peter Raetsch,,Retired,p.raetsch@verizon.net,6102074845,
5259391,,jo bany,,,giriv25610@sunetoa.com,,Web form fillout
10955754,Inactive Investor,Matthew Erickson,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",matthew.erickson@nm.com,,Salesforce
10936596,Inactive Investor,Steven Gambino,,LPL Financial LLC Saint Peters MO 435 Mid Rivers Mall Dr,steven.gambino@lpl.com,,Salesforce
10942227,Inactive Investor,Tou Yang,,"Wells Fargo Clearing Services, LLC Mooresville NC 475 River Hwy",tou.yang1@wellsfargo.com,,Salesforce
1003168,Inactive Investor,Sean Walsh,,Hyperblock,seanwalsh24@gmail.com,,3rd Party Lead Gen
10934736,Inactive Investor,Debra Reda-Cappos,,Momentum Independent Network Inc.,debra.cappos@momentumin.com,,Salesforce
11133896,Inactive Investor,David Miles,Vice President,"Fifth Third Securities, Inc. Naples FL 999 Vanderbilt Beach Rd",david.miles@53.com,,Salesforce
9596092,,Debashis Chowdhury,,,dchowdhury@canterburyconsulting.com,,List import
9571155,,Trista Calvert,,,tmcalvert@ftbadvisors.com,,List import
9568936,,Harold Ofstie,,,halofstie@msn.com,,List import
9587675,,Dov Paz,,,mailboxq@gmail.com,,List import
10808594,Inactive Investor,Michael Johns,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",michael_johns@ml.com,,Salesforce
239769,,Phil Glover,"Head of Business Development, EMEA",Bitstamp,philip.glover@bitstamp.net,4.47534E+11,Event
9609116,,Helena Kikov,,,helenakikov@gmail.com,,List import
11221709,,William Dubinsky,,,william.dubinsky@willis.com,,List Import
10797182,Inactive Investor,Job Eagleson,,LPL Financial LLC Santa Monica CA 730 Arizona Ave,job.eagleson@lpl.com,,Salesforce
11044606,Inactive Investor,Elizabeth Nowak,,Edward Jones Leawood KS 6720 W 121st St,,,Salesforce
9616073,,Jean Sebastien Ng Cheong Tin,,,mnodeventures@gmail.com,,List import
9596489,,Jason Pastula,,,jaypaus55@icloud.com,,List import
221900,,Roger De Filippo,,[Unknown],rdefilippomd@mac.com,,
11200159,Inactive Investor,Farrell Bradford,Financial Advisor,Edward Jones Lawrenceville GA 161 Gwinnett Dr,don.bradford@edwardjones.com,,Salesforce
11074195,Inactive Investor,Sarah Wilson,,Culbreth Wealth Management,,,Salesforce
9592282,,Adam Jordan,,,adamj@paulried.com,,List import
10851503,Inactive Investor,Victor Belonis,Financial Consultant,"Equitable Advisors, LLC Issaquah WA Private Residence",victor.belonis@equitable.com,,Salesforce
191273,,Brendan Houghton,,[Unknown],bhoughton33@hotmail.com,,source
10852928,Inactive Investor,James Sauser,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10986631,Inactive Investor,Devin Wilson,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,devin.wilson@fidelity.com,,Salesforce
10870407,Inactive Investor,Clay Okada,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,cokada@ft.newyorklife.com,,Salesforce
10946015,Inactive Investor,Hannon Fayard,Financial Advisor,PNC Investments Semmes AL 7800 Moffett Rd,hannon.fayard@pnc.com,,Salesforce
10785073,Inactive Investor,Julie Hunt,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",julie.hunt@cunamutual.com,,Salesforce
11200398,Inactive Investor,Jules Gimbernat,Financial Advisor,Morgan Stanley Kirkland WA 4000 Carillon Pt,jr.gimbernat@morganstanley.com,,Salesforce
10488233,,Robin Austin,,"U.S. Capital Wealth Advisors, LLC",3austingirls@gmail.com,,List Import
10999521,Inactive Investor,Zachary Schnitzler,,"The Leaders Group, Inc.",,,Salesforce
11098819,Inactive Investor,Fred Eisel,,"Concourse Financial Group Securities, Inc. Greensboro NC 7900 Triad Center Dr",fred.eisel@concoursefinancial.com,,Salesforce
10884635,Inactive Investor,David Wong,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,david.wong@us.hsbc.com,,Salesforce
11142560,Inactive Investor,Yoshihiro Kimura,Assistant Vice President;Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,yoshihiro.kimura@morganstanley.com,,Salesforce
11098498,Inactive Investor,Michael Agoglia,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michael.agoglia@jpmorgan.com,,Salesforce
9617717,,STEVE PLASENCIA,,,tempsourcesolutions@gmail.com,,List import
11009814,Inactive Investor,Xane Stock,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,,,Salesforce
11236549,Inactive Investor,Tyler Seiferheld,Investment Advisor Representative,"Latitude Advisors, LLC Allentown PA 3570 Hamilton Blvd",tseiferheld@latitudefinancial.net,,Salesforce
78924,,Benjamin Foreman,"Director, Retirement Planner",Fidelity Personal and Workplace Advisors,benjamin.foreman@fidelity.com,,
9621804,,Keith Biskup,,,kbiskup@pwausa.com,,List import
11037482,Inactive Investor,Milton Miyakawa,,"Osaic Wealth, Inc. Honolulu HI 876 Curtis St",,,Salesforce
9600268,,Christian Balverdi,,,chris.pfloyd@gmail.com,,List import
228723,, -,,[[Unknown]],fsr4u@naver.com,,Organic Search
11022668,Inactive Investor,Yacine Sawadogo,,Deutsche Bank Securities Inc.,yacine@deutschewealth.com,,Salesforce
11238605,Inactive Investor,Greg Schumacher,,Granite Partners,greg@granite.com,,Salesforce
11191149,Inactive Investor,Cindy Ramsey,,"EF Legacy Securities, LLC",,,Salesforce
226170,, -,,[[Unknown]],jay_san@yahoo.com,,Initial Salesforce Import
10996974,Inactive Investor,Mandy Hess,Senior Vice President,Robert W. Baird & Co. Incorporated,mhess@rwbaird.com,,Salesforce
11051603,Inactive Investor,David Young,Chief Compliance Officer;Founder;Managing Director,"Summit Family Office Services, LLC",dave@summitfam.com,,Salesforce
11027931,Inactive Investor,Alexis Barrientos Belliard,,J.P. Morgan Securities LLC New York NY 475 W 23rd St,,,Salesforce
10884891,Inactive Investor,Russell Hanna,,J.P. Morgan Securities LLC Houston TX 11310 Chimney Rock Rd,rusty.e.hanna@jpmorgan.com,,Salesforce
9623641,,Narek Cicek,,,cloudatio@gmail.com,,List import
11061208,Inactive Investor,Christian Colvin,Financial Advisor,Edward Jones Paris IL 320 N Central Ave,christian.colvin@edwardjones.com,,Salesforce
11041037,Inactive Investor,Alexander Shows,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",,,Salesforce
11231874,Inactive Investor,Ryan Steen-Muscat,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10880249,Inactive Investor,Deanna Wille,,"Avantax Investment Services, Inc. Dubuque IA 3390 Asbury Rd",,,Salesforce
10780109,Inactive Investor,Richard Lee,Chairman;Chief Executive Officer;Founder,"Lee Financial Company, LLC",rlee@leefin.com,,Salesforce
9576954,,Alex Tanase,,,alex.tanase93@gmail.com,,List import
9613217,,Daniel Angel,,,daniel@crystalrockcap.com,,List import
10906180,Inactive Investor,Toni Lee-Andrews,,"Cambridge Investment Research, Inc. Colonial Heights VA 320A Charles Dimmock Pkwy",,,Salesforce
9636190,,Julia Kagan,,,julia.kagan@investopedia.com,,List import
10955649,Inactive Investor,Jonathan Patton,Associate Financial Advisor,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",jonathan.patton@ampf.com,,Salesforce
10830484,Inactive Investor,Erin Candler,Senior Financial Advisor,LPL Financial LLC Trumbull CT 40 Quality St,erin.candler@lpl.com,,Salesforce
11009701,Inactive Investor,Daniel Ross,Director,PFS Investments Inc. Liberty Lake WA 23403 E Mission Ave,daniel.ross@primerica.com,,Salesforce
11034976,Inactive Investor,Patrick Bailey,Financial Advisor,LPL Financial LLC Bakersfield CA 1341 Allen Rd,patrick.bailey@lpl.com,,Salesforce
10904724,Inactive Investor,Connor Antonson,Financial Advisor,Edward Jones Laguna Hills CA 25201 Paseo de Alicia,connor.antonson@edwardjones.com,,Salesforce
9587403,,ROBERT OWEN,,,robowe1396@aol.com,,List import
11182784,Inactive Investor,Gary Nelson,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",gary.nelson@rbc.com,,Salesforce
9613041,,John Ward,,,wardj@mcdmgmt.com,,List import
11084949,Inactive Investor,Gary Clark,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",g.clark@amtruinvest.com,,Salesforce
11091821,Inactive Investor,Peter Bahner,Regional Director,"Pruco Securities, LLC. Independence OH 2 Summit Park Dr",peter.bahner@prudential.com,,Salesforce
368093,,Marisa Rolland,Other,,marisa.rolland@blackrock.com,,Webinar
2298607,,Syed Tabasumfatima,,,syedtabasumfatima@gmail.com,,
11189306,Inactive Investor,Joely Mauck,Financial Advisor,LPL Financial LLC Ashburn VA 44675 Cape Ct,joely.mauck@lpl.com,,Salesforce
11195111,Inactive Investor,Robert Innocentin,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
11009201,Inactive Investor,Bryn Torkelson,Chief Investment Officer;President,Matisse Capital,bryn@matissecap.com,,Salesforce
11237190,Inactive Investor,Glenn Rosen,Partner;Wealth Manager,Creative Planning Macon GA 119 Calloway Dr,glenn.rosen@creativeplanning.com,,Salesforce
10888394,Inactive Investor,Nathan Klevit,Regional Leader,PFS Investments Inc. Chalfont PA 31 Oak Ave,nateklevit@primerica.com,,Salesforce
10981236,Inactive Investor,Cynthia Davis,,The Huntington Investment Company Zionsville IN 1207 W Oak St,cindy.davis@huntington.com,,Salesforce
10796603,Inactive Investor,Gregory Stapp,Member;Principal,"Stapp Wealth Management, PLLC Olympia WA 1800 Cooper Pt Rd SW",gstapp@stappfinancial.com,,Salesforce
10863218,Inactive Investor,Jeremy Dicker,Chief Executive Officer;Founder,One Wealth Management El Segundo CA 222 N Pacific Coast Hwy,jeremy@onewealthmgmt.com,,Salesforce
9578956,,Henry Gregory,,,henry.gregoryade@gmail.com,,List import
10951340,Inactive Investor,Nicholas Lanier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",nicholas.lanier@ml.com,,Salesforce
10787079,Inactive Investor,Mario Girone,Senior Financial Advisor;Vice President,Citigroup Global Markets Inc. New York NY 2350 Broadway,mario.girone@citi.com,,Salesforce
11122701,Inactive Investor,Nicole Buchanan,Product Specialist,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",nicole.buchanan@ampf.com,,Salesforce
11012785,Inactive Investor,Roberto Hernandez,,NYLIFE Securities LLC Brentwood CA 191 Sand Creek Rd,rhernandez08@ft.newyorklife.com,,Salesforce
11086201,Inactive Investor,Tara Hilliard,,Country Capital Management Company,tara.hilliard@countryfinancial.com,,Salesforce
9610950,,TIMOTHY CICCHESE,,,tmcicchese@msn.com,,List import
11054547,Inactive Investor,John Prosperi,Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,john.prosperi@morganstanley.com,,Salesforce
11039911,Inactive Investor,Donya Aziz,,"Northwestern Mutual Investment Services, LLC Troy MI 201 W Big Beaver Rd",donya.aziz@nm.com,,Salesforce
10888548,Inactive Investor,Russell England,,"Ameriprise Financial Services, LLC Dallas TX 1601 Elm St",,,Salesforce
9629577,,Nickolaus Sackett,,,nicksackett@gmail.com,,List import
10821067,Inactive Investor,Susan Baroch,Assistant Vice President;Private Banker,"Wells Fargo Clearing Services, LLC Millville DE 38011 Town Center Dr",susan.baroch@wellsfargoadvisors.com,,Salesforce
9640359,,Jaime McCabe,,,jaime@chicagoparkpension.org,,List import
9603120,,Stacey Freeman,,,sfreeman.1.sf@gmail.com,,List import
10604274,,Brad Bestgen,Advisor,Bestgen Wealth Management,brad@bestgenwm.com,6173568300,List Import
10813006,Inactive Investor,Chongyol Sin,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,cysin@ft.newyorklife.com,,Salesforce
10788162,Inactive Investor,Christopher Galli,,J.P. Morgan Securities LLC Newark DE 4041 Ogletown Rd,christopher.galli@jpmorgan.com,,Salesforce
11001496,Inactive Investor,Flor Rieken,,PFS Investments Inc. Palmdale CA 445 W Palmdale Blvd,frieken@primerica.com,,Salesforce
11175595,Inactive Investor,Robert Hart,Financial Advisor;Senior Vice President,Morgan Stanley Sea Girt NJ 2150 Hwy 35,bob.hart@morganstanley.com,,Salesforce
10970524,Inactive Investor,Jack Martyn,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jack_martyn@vanguard.com,,Salesforce
10794548,Inactive Investor,Christopher Thompson,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",christopher.h.thompson@ampf.com,,Salesforce
11058904,Inactive Investor,Keith Richardson,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,keith.richardson.john@fmr.com,,Salesforce
11066137,Inactive Investor,Joseph Ochotny,,"Avantax Investment Services, Inc. Lansdale PA 1816 W Point Pike",,,Salesforce
10848927,Inactive Investor,Gloria Mraz,Chief Financial Officer;Owner;Shareholder,Mraz and Associates,gloria@mrazassociates.com,,Salesforce
11132202,Inactive Investor,Karin Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11006051,Inactive Investor,Sanchit Gangwal,Wealth Management Associate,"Equitable Advisors, LLC Lisle IL 1440 Maple Ave",sanchit.gangwal@equitable.com,,Salesforce
10866192,Inactive Investor,Michael Kiss,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",michael.kiss@schwab.com,,Salesforce
10899631,Inactive Investor,James Hickey,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Austin TX 1700 W Parmer Ln,,,Salesforce
9642716,,gregory GORAND,,,greggorand@hotmail.fr,,List import
10971540,Inactive Investor,Michael Spinks,,"Kestra Investment Services, LLC",michael.spinks@kestrafinancial.com,,Salesforce
10894421,Inactive Investor,Keith Haas,Financial Advisor,LPL Financial LLC Whitefish MT 6410 US Hwy 93 S,keith.haas@lpl.com,,Salesforce
9589707,,Joseph Jolson,,,jjolson@jmpg.com,,List import
10853202,Inactive Investor,Michael Lehman,Branch Manager;Vice President,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",michael.lehman@ampf.com,,Salesforce
11053393,Inactive Investor,Richard Holland,Senior Advisor,NFP Retirement Inc.,,,Salesforce
9630671,,David Fowler,,,davidsfowler@gmail.com,,List import
11084587,Inactive Investor,Marilyn Keyser,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley,marilyn.keyser@morganstanley.com,,Salesforce
10510369,,Jody Nguyen,"Senior Product Manager, Benchmarks & Indices President, Datalinx",TMX,jody.nguyen@tmx.com,,List Import
11132750,Inactive Investor,Laurence Stanger,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Guilford CT Private Residence,laurence.stanger@opco.com,,Salesforce
11218765,,Gwendolyn Floyd,,,gwendolyn.floyd@lpl.com,,Other
11176656,Inactive Investor,Frank McGovern,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;President,"Capitol Wealth Management, Inc.",fmcgovern@capitolwealthmgmt.com,,Salesforce
11147956,Inactive Investor,Christopher Collins,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,,,Salesforce
10941388,Inactive Investor,Jacob Snover,Investment Portfolio Associate,"Raymond James & Associates, Inc. Mount Laurel NJ 1015 Briggs Rd",jacob.snover@raymondjames.com,,Salesforce
11219121,,Steven Ludwig,,,steven.ludwig@mfin.com,,Other
9577444,,Laura Myers,,,labemy2@yahoo.com,,List import
11006200,Inactive Investor,Lauren Williams,,"Wells Fargo Clearing Services, LLC Mooresville NC 352 Williamson Rd",lauren.d.williams@wellsfargo.com,,Salesforce
10809649,Inactive Investor,Thomas Moyer,,LPL Financial LLC Parsippany NJ 1639 State RT 10,thomas.moyer@lpl.com,,Salesforce
9592470,,Alondra Albir,,,alondrahon2@gmail.com,,List import
11021999,Inactive Investor,Dylan Balbach,,J.P. Morgan Securities LLC Santa Rosa CA 835 4th St,dylan.balbach@jpmorgan.com,,Salesforce
10960818,Inactive Investor,Jacob Lindsey,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",jacob.lindsey@raymondjames.com,,Salesforce
10995795,Inactive Investor,Lauren Tullos,,Ages Financial Services Ltd. Haverhill MA 10-12 Phoenix Row,,,Salesforce
10781236,Inactive Investor,Dorothy Rodgers,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",dorothy_rodgers@ml.com,,Salesforce
7076179,,KIJM ba bo,,,joreto6538@proexbol.com,,Web Form Fillout
10986997,Inactive Investor,Beverly McBride,,Commonwealth Financial Network Saint Simons Island GA 200 Plantation Chase,bmcbride@commonwealth.com,,Salesforce
108607,,Brady Orth,,CSX,orthbrady@yahoo.com,843-312-3497,
11167949,Inactive Investor,Nicole Flanzbaum,Senior Client Associate,Morgan Stanley New York NY 55 E 52nd St,nicole.flanzbaum@ubs.com,,Salesforce
337154,,Marisa Beeney,General Counsel,Blackstone Liquid Credit Advisors I Llc,marisa.beeney@blackstone.com,212-503-2100,Manual List Upload
11190878,Inactive Investor,Averett Flory,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",averett.flory@ml.com,,Salesforce
10999377,Inactive Investor,Cindy Xie,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",cindy.xie@tfaconnect.com,,Salesforce
10995653,Inactive Investor,Narita Jarandogha,,J.P. Morgan Securities LLC Collierville TN 1035 W Poplar Ave,narita.jarandogha@jpmorgan.com,,Salesforce
10977726,Inactive Investor,Jessica Castorena,,"Wells Fargo Clearing Services, LLC Dallas TX 3411 Inwood Rd",,,Salesforce
11188767,Inactive Investor,Kelley Horigan,,Morgan Stanley Kansas City MO 4520 Main St,kelley.horigan@morganstanley.com,,Salesforce
11173345,Inactive Investor,Sheri Kominsky,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",sheri_kominsky@ml.com,,Salesforce
9633208,,Mark Levy,,,mark@teppslawfirm.com,,List import
10955989,Inactive Investor,Brandon Felber,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11076020,Inactive Investor,Brandon Rapoza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11102007,Inactive Investor,Jason Heffner,Financial Advisor;Securities Representative;Senior Financial Services Representative,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",heffner.jason@principal.com,,Salesforce
9592777,,Edward Harrington,,,55tbirdted@gmail.com,,List import
10661419,,John Bever,,,jwbever@phase3advisory.com,,List Import
11066331,Inactive Investor,Qazi Halim,Private Client Financial Advisor,"Citizens Securities, Inc. Long Island City NY 2415 Queens Plz N",qazi.halim@citizenssecurities.com,,Salesforce
10780756,Inactive Investor,Alfonso Montoya,Vice President;Wealth Advisor,HSBC Securities (USA) Inc. Miami FL 2950 Aventura Blvd,alfonso.montoya@us.hsbc.com,,Salesforce
128247,,Sarah Hinman,,Fiducient Advisors Llc,shinman@dimeoschneider.com,(312) 245-1300,
10988749,Inactive Investor,June Dorflinger,,"Farmers Financial Solutions, LLC Manteca CA 821 E Yosemite Ave",june.sfreiberg@farmersagency.com,,Salesforce
10837047,Inactive Investor,Charles Salembier,Chief Compliance Officer;Financial Advisor;Managing Member;Member;Principal,The Sterling Group,hsalembier@tsgadvisor.com,,Salesforce
11114946,Inactive Investor,Roy Jones,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9623148,,Hellery Yinggun,,,lsarcasm92@gmail.com,,List import
10771577,Inactive Investor,Mark Murphy,,"Raymond James Financial Services, Inc. Minneapolis MN 5270 W 84th St",mark.murphy@raymondjames.com,,Salesforce
11089562,Inactive Investor,Mary Myers,,Park Avenue Securities LLC Augusta GA 3 George C Wilson Ct,mary_myers@glic.com,,Salesforce
11045241,Inactive Investor,Robert Morgan,,MWA Financial Services Inc. Hershey PA 20 Briarcrest Sq,robert.morgan@modern-woodmen.org,,Salesforce
10765274,Inactive Investor,Lisa Mabry-Culbreth,Financial Advisor,Edward Jones Meridian MS 2110 5th St,lisa.mabry@edwardjones.com,,Salesforce
10810077,Inactive Investor,Gregory Brown,Chief Compliance Officer;Managing Member;President;Retirement Planning Specialist,"West Coast Capital Management, LLC",karrenp@westcoastfinancial.net,,Salesforce
11097372,Inactive Investor,David Mullins,Financial Advisor;Wealth Advisor,LPL Financial LLC Richlands VA 1302 2nd St,david.mullins@lpl.com,,Salesforce
11233467,Inactive Investor,Connor Cline,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",,,Salesforce
10825504,Inactive Investor,Shannon Carson,Chief Compliance Officer;President,"Alliance Wealth Management, LLC",shannon@alliance-wealth.us,,Salesforce
10911754,Inactive Investor,Stephen Houg,,Cetera Advisor Networks LLC Urbandale IA 2900 100th St,,,Salesforce
11182348,Inactive Investor,Christopher Breitenbach,,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
10962828,Inactive Investor,John Lancaster,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
11058203,Inactive Investor,David Warden,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,,,Salesforce
11158429,Inactive Investor,Jason Walsh,,"Cresap, Inc. Clarks Summit PA 117 E Grove St",,,Salesforce
10904680,Inactive Investor,Charles Ciaramitaro,,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",charlie.ciaramitaro@raymondjames.com,,Salesforce
10834759,Inactive Investor,Michael Arnold,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",michael.d.arnold@wellsfargo.com,,Salesforce
10809330,Inactive Investor,Sabrina Jackson,Financial Advisor,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10828114,Inactive Investor,Lisa Kubica,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",lisa.kubica@ml.com,,Salesforce
10905052,Inactive Investor,Eftihia Knuth,,State Farm VP Management Corp. Huntington NY 18 W Carver St,effie.knuth.kuaa@statefarm.com,,Salesforce
10783661,Inactive Investor,Keith Vandyke,,"Raymond James Financial Services, Inc. Tulsa OK 1375 E 71st St",keith.vandyke@raymondjames.com,,Salesforce
10523539,,Nathan Rego,,,nathanrego@yahoo.com,,Web Form Fillout
9632659,,Jeff Marine,,,jeff.marine@absolute-strategy.com,,List import
245837,,Not Provided,Partner,Capitol Counsel LLC,mfrazier@capitolcounsel.com,,Manual List Upload
9554832,,Yannic Maiwald,,,yannic.maiwald@gmail.com,,List import
10851316,Inactive Investor,Michael Pattrick,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10871541,Inactive Investor,William Farris,Private Client Advisor,J.P. Morgan Securities LLC Englewood CO 3435 S University Blvd,william.j.farris@jpmorgan.com,,Salesforce
11137448,Inactive Investor,Curtis Conover,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,curtis.conover@ubs.com,,Salesforce
9574911,,Veree Brown,,,vereehbrown@iscgroup.com,,List import
9575592,,John Roesch,,,john.roesch@voyafa.com,,List import
11223099,,Alejandra Grindal,,,alejandra.grindal@ndr.com,,List Import
9587967,,James Marsden,,,jmarsden@atlaswa.com,,List import
11223254,,Caroline Yeilding,,,caroline.yeilding@morganstanley.com,,List Import
11001533,Inactive Investor,Jiapei Liu,,NYLIFE Securities LLC San Francisco CA 425 Market St,jliu04@ft.newyorklife.com,,Salesforce
10759662,Inactive Investor,Lynn Goedde,Assistant Vice President;Institutional Consulting Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,lynn.goedde@morganstanley.com,,Salesforce
10800465,Inactive Investor,Stephen Karakis,Financial Professional,"Voya Financial Advisors, Inc. Milwaukee WI 10700 W Research Dr",steve.karakis@voyafa.com,,Salesforce
10835257,Inactive Investor,Susan Hughes,Chief Compliance Officer;Client Relationship Officer,"Gunn & Company Investment Management, Inc.",,,Salesforce
10963581,Inactive Investor,Daniel Leland,,Colliers Securities LLC Chicago IL 216 N May St,daniel.leland@colliers.com,,Salesforce
10804428,Inactive Investor,Jonathan Stiles,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Stillwater OK 1204 N Boomer Rd",jstiles@tiaa-cref.org,,Salesforce
10923551,Inactive Investor,Carlos Andrade,,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",carlos.andrade@tfaconnect.com,,Salesforce
10805840,Inactive Investor,Jeffrey Thomason,Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC",jeffrey.thomason@wellsfargoadvisors.com,,Salesforce
10782438,Inactive Investor,Blake Hopkins,,Santander Securities LLC,blake.hopkins@santanderinvestments.com,,Salesforce
142765,,Brian Stickney,"Chief Compliance Officer, Managing Member, Principal","Ironridge Wealth Management, LLC",brian.stickney@ironridgewealth.com,770-635-1776,
11183736,Inactive Investor,Glenn Damian,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,glenn.damian@primerica.com,,Salesforce
10969789,Inactive Investor,Matthew Mooney,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,matthew.b.mooney@jpmorgan.com,,Salesforce
10999173,Inactive Investor,Matthew Saidman,,Mutual of America Securities LLC,matthew.saidman@mutualofamerica.com,,Salesforce
11145128,Inactive Investor,Mark Kirsch,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10962527,Inactive Investor,Michael Rebischke,Wealth Advisor,LPL Financial LLC Lakeville MN Private Residence,mike.rebischke@lpl.com,,Salesforce
10754499,Inactive Investor,Deborah McDonnell,,Morgan Stanley Worcester MA 100 Front St,,,Salesforce
10912978,Inactive Investor,Christopher Cyndecki,Wealth Advisor,Pioneer Wealth Management Group,chris@pioneerwealth.com,,Salesforce
10875991,Inactive Investor,Marina Grossi,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
10981079,Inactive Investor,Edward Jaax,Financial Planner;Wealth Advisor,"Tactive Advisors, LLC Fair Oaks Ranch TX Private Residence",ej.jaax@tactivewealth.com,,Salesforce
11095950,Inactive Investor,Lee Martin,,"Avior Wealth Management, LLC Bellevue WA 13555 SE 36th St",lee.martin@aviorwealth.com,,Salesforce
11097559,Inactive Investor,Joseph Favorito,Managing Member;Principal;Regulatory Contact,"Landmark Wealth Management, LLC",jfavorito@landmarkwealthmgmt.com,,Salesforce
11100820,Inactive Investor,Richard Harman,,"Cambridge Investment Research, Inc. Ormond Beach FL 1395 W Granada Blvd",,,Salesforce
11092051,Inactive Investor,Brett Murch,,"Osaic Wealth, Inc. Saint Louis MO Private Residence",brett.murch@osaicwealth.com,,Salesforce
43256,,Mark Leichty,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",mark.leichty@transamerica.com,702-236-2529,
9553578,,Andrey Todorov,,,andreycho_87@abv.bg,,List import
9642646,,Aristotelis Pantechis,,,telis_8411@hotmail.co.uk,,List import
11105999,Inactive Investor,Joel Hawkins,Financial Advisor,Edward Jones Elkhart IN 232 Waterfall Dr,joel.hawkins@edwardjones.com,,Salesforce
236099,, -,,[[Unknown]],colleensjay@gmail.com,,
10994912,Inactive Investor,Antony Barber,Financial Advisor,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",barber.antony@principal.com,,Salesforce
10943077,Inactive Investor,Anthony Edwards,,State Farm VP Management Corp. Everett WA 1723 100th Pl SE,anthonyedwards@statefarm.com,,Salesforce
10856763,Inactive Investor,Gregory Travitz,Senior Manager;Supervisor,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10887233,Inactive Investor,Karin Knoop,Financial Advisor,LPL Financial LLC Seal Beach CA 3010 Old Ranch Pkwy,karin.knoop@lpl.com,,Salesforce
11229852,Inactive Investor,Morrison Redondo,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",morrison.redondo@nm.com,,Salesforce
10767803,Inactive Investor,Philip Gullo,Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Briarcliff Manor NY Private Residence,phil.gullo@morganstanley.com,,Salesforce
9613332,,Jayusia Bernstein,,,jbernstein@stratigraphic.org,,List import
10873523,Inactive Investor,Vincent Mastrey,Financial Advisor,LPL Financial LLC Erie PA 410 Cranberry St,vincent.mastrey@lpl.com,,Salesforce
10983885,Inactive Investor,Donna Jones,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,rlwf8@primerica.com,,Salesforce
11076991,Inactive Investor,Katrina O'Sullivan,,Key Investment Services LLC Niagara Falls NY 7350 Niagara Falls Blvd,kosullivan@kisinvestments.com,,Salesforce
5143655,,seak james,,,mogaj42613@dmtubes.com,,Web Form Fillout
11113366,Inactive Investor,Eric Munkeby,Financial Advisor,United Planners' Financial Services of America A Limited Partner Hopkins MN 6 10th Ave N,,,Salesforce
10821674,Inactive Investor,Jerry Barrier,,"Avantax Investment Services, Inc. Albemarle NC 339 N 1st St",,,Salesforce
11061782,Inactive Investor,Jennifer Kasbek,Vice President,LPL Financial LLC,jennifer.kasbek@lpl.com,,Salesforce
3474960,,Flomar Maurrasse,,,flomar.maurrasse@circle.com,,Web Form Fillout
11082309,Inactive Investor,Blake May,Partner,"Meld Financial, Inc.",blake@meldfinancial.com,,Salesforce
11161089,Inactive Investor,Gregory Rankin,Financial Advisor,"Osaic Wealth, Inc. Monticello KY 121 N Main St",,,Salesforce
11221170,,Joseph Meylor,,,jmeylor@carterwealth.com,,List Import
10758743,Inactive Investor,John Richards,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.richards@fidelity.com,,Salesforce
11081936,Inactive Investor,Jennifer Garnett,,PFS Investments Inc. Miami FL 10300 SW 72nd St,jennifer.garnett@primerica.com,,Salesforce
10898904,Inactive Investor,Steven Sutkay,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",steven.sutkay@schwab.com,,Salesforce
11072577,Inactive Investor,Rafaela Donato Pinheiro Goncalves,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rafaela-donato.pinheiro-goncalves@jpmorgan.com,,Salesforce
11029053,Inactive Investor,Donald Brown,Financial Planner,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",dbrown@nationallife.com,,Salesforce
9583530,,Keith Bowles,,,kbowles@monetagroup.com,,List import
9626895,,Paul Tam Sing,,,globalgroupnapua@gmail.com,,List import
10935257,Inactive Investor,Jeffrey O'Brien,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",,,Salesforce
11139664,Inactive Investor,Richard Bunch,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Columbia SC 1320 Main St",richard.bunch@ampf.com,,Salesforce
9542000,,Michael Dowdall,,,mddow@hotmail.com,,List import
11104970,Inactive Investor,Robert Bishop,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,brad.bishop@ubs.com,,Salesforce
9559361,,Tim Duncan,,,tim@fintechcommons.org,,List import
10892225,Inactive Investor,Linda Pereira,,"Wells Fargo Clearing Services, LLC San Jose CA 1250 Lincoln Ave",linda.pereira@wellsfargo.com,,Salesforce
10905250,Inactive Investor,Cynthia Davidson,,State Farm VP Management Corp. Smithville MO 215 S US Hwy 169,cyndi.durk.u0m3@statefarm.com,,Salesforce
9567400,,Ashley Koed,,,aek@3edgeam.com,,List import
11094761,Inactive Investor,William Kelly,Head - Office;Vice President,United Capital Financial Advisors Boca Raton FL 980 N Federal Hwy,william.kelly@gs.com,,Salesforce
10888522,Inactive Investor,Carianne Straus,,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",carianne.curry@lfg.com,,Salesforce
11120815,Inactive Investor,Jordan Wolfe,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,jordan.wolfe@jpmorgan.com,,Salesforce
10816495,Inactive Investor,Joseph Feichtel,,United Planners' Financial Services of America A Limited Partner Tempe AZ 1270 E Broadway Rd,,,Salesforce
10793976,Inactive Investor,Russell Eilers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",russell.eilers@ml.com,,Salesforce
10912808,Inactive Investor,Stacy Grinaker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,stacy.grinaker@fidelity.com,,Salesforce
10894234,Inactive Investor,Herbert Alston,,"Concorde Investment Services, LLC Oakland CA 1425 Leimert Blvd",halston@concordeis.com,,Salesforce
10487055,,Kimberly Davis,Vice President,J.P. Morgan Securities LLC,kimberly.b.davis@jpmorgan.com,,List Import
10618591,,David Boudreau,,,david.boudreau@ubs.com,,List Import
11157087,Inactive Investor,Arleen-Grace Vatuvei,Wealth Management Associate,"U.S. Bancorp Investments, Inc. San Francisco CA 4610 Mission St",arleengrace.santos@usbank.com,,Salesforce
10841727,Inactive Investor,Robert Kern,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",robert.kern@ml.com,,Salesforce
9548047,,Cory Smith,,,coryasmith1117@gmail.com,,List import
9623346,,Joshua Sivie,,,joshua.sivie@gmail.com,,List import
11087416,Inactive Investor,Michael Busch,,LPL Financial LLC Nesconset NY 62 Lake Ave S,michael.busch@lpl.com,,Salesforce
10936308,Inactive Investor,Alison Costa,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,adcosta@ft.newyorklife.com,,Salesforce
11003463,Inactive Investor,Deanna Coppola,,Key Investment Services LLC Hopewell Junction NY 1941 Rte 52,deanna.coppola@key.com,,Salesforce
225138,,Vip Goyal,,Grayscale,vipulgoyal2@gmail.com,,Initial Salesforce Import
10993846,Inactive Investor,Osbaldo Alonzo,,PFS Investments Inc. Pflugerville TX 2911 A W Grimes Blvd,oalonzo@primerica.com,,Salesforce
11261313,Inactive Investor,Roman Balogh,Head - Operations;Investment Advisor Representative;Vice President,"Sera Capital Management, LLC",roman@seracapital.com,,Salesforce
233536,, -,,[[Unknown]],o_udeh@yahoo.co.uk,,
225708,, -,,[[Unknown]],john@studio-azure.com,,Initial Salesforce Import
10998579,Inactive Investor,Juan Bermudez,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,juan.r.bermudez@chase.com,,Salesforce
10988137,Inactive Investor,Christin Kneeland,Manager,Commonwealth Financial Network,cclohosey@commonwealth.com,,Salesforce
39176,,Nicholas Nelson,Service Advisor,"Shp Wealth Management, Llc",nickn@shpne.com,508-746-2400,Manual List Upload
10851450,Inactive Investor,Thomas Muldowney,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
10789204,Inactive Investor,Tina Trew,,"Truist Investment Services, Inc. Hixson TN 1969 Northpoint Blvd",tina.trew@truist.com,,Salesforce
11044540,Inactive Investor,Tiara Backes,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,tiara.backes@jpmorgan.com,,Salesforce
11021939,Inactive Investor,Danielle Scott-Arruda,,PFS Investments Inc. New Orleans LA 4714 Earhart Blvd,dscottarruda@primerica.com,,Salesforce
11100331,Inactive Investor,Brian McKenzie,,UBS Financial Services Inc. Nashville TN 315 Deaderick St,brian.mckenzie@ubs.com,,Salesforce
9636365,,Lars Andreasson,,,la@tuftonoceanic.com,,List import
11080315,Inactive Investor,Donna Bunn,,PFS Investments Inc. Grand Blanc MI 10751 S Saginaw St,donna.bunn@primerica.com,,Salesforce
9610676,,Scott Wilson,,,scotty2nottyngj@gmail.com,,List import
11052213,Inactive Investor,Kelly Obrien,,"Osaic FS, Inc. Sanborn IA 302 E 2nd St",,,Salesforce
11238916,Inactive Investor,John Long,,"Strategic Wealth Solutions, LLC",john@invst.com,,Salesforce
10988051,Inactive Investor,Emelda Aguilar,,"Empower Financial Services, Inc Olathe KS Private Residence",emelda.aguilar@empower.com,,Salesforce
10924898,Inactive Investor,William Graham,,"Latitude Advisors, LLC Garden City NY 585 Stewart Ave",wgraham@latitudefinancial.net,,Salesforce
1004288,Inactive Investor,Simon Brady CFP®,"Founder, principal",Simon Brady,simon@angliaadvisors.com,,3rd Party Lead Gen
9549381,,Dipankar Dixit,,,dipankar.dixit@gmail.com,,List import
9600729,,John Robb,,,john@stonecreekgroup.com,,List import
10618439,,Anthony Zitella,,,azitella@financialguide.com,,List import
9608355,,Christopher Fetes,,,chris@bolderwoodcapital.com,,List import
9560886,,Vivian Villers,,,vjvillers@sigmarep.com,,List import
11043239,Inactive Investor,Dario Kerkez,,LPL Financial LLC Chicago IL 123 N Wacker Dr,dario.kerkez@lpl.com,,Salesforce
10857324,Inactive Investor,George Fredette,,Cetera Advisors LLC North Conway NH 3277 White Mountain Hwy,,,Salesforce
3247780,,Raziel Rosas,,,razielrosas.m@gmail.com,,Web Form Fillout
9646060,,Hung Do,,,quochung.do1988@gmail.com,,List import
11129199,Inactive Investor,Amanda Whewell,Practice Manager,"Ameriprise Financial Services, LLC Farmington CT 1 Old Mountain Rd",amanda.whewell@ampf.com,,Salesforce
10974535,Inactive Investor,Ahmed Goweida,,J.P. Morgan Securities LLC New York NY 2540 Broadway,ahmed.goweida@jpmorgan.com,,Salesforce
10990560,Inactive Investor,Dean Reed,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,dean.reed.f0yx@statefarm.com,,Salesforce
11161973,Inactive Investor,Brett Schmidt,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",brett.schmidt@truist.com,,Salesforce
10795996,Inactive Investor,John Healy,Chief Investment Officer,"IFG Advisory, LLC",,,Salesforce
11026924,Inactive Investor,Thomas Delaney,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Mount Laurel NJ 701 E Gate Dr",tdelaney@tiaa.org,,Salesforce
10954593,Inactive Investor,Tayler Lacey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11018491,Inactive Investor,Robert Gutierrez,,Fidelity Brokerage Services LLC,,,Salesforce
10985952,Inactive Investor,Paul Freidel,,"Astute Financial, LLC",,,Salesforce
9573878,,David Lafferty,,,dblafferty@wescott.com,,List import
11254230,Inactive Investor,Amie Wanner,,LPL Financial LLC Reading PA 5 Hearthstone Ct,amie.wanner@lpl.com,,Salesforce
11078617,Inactive Investor,Mary Chavez,Wealth Management Assistant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",marybeth_chavez@ml.com,,Salesforce
372281,,huzaifah Jaafar,,Malaysia,hudzjo@gmail.com,,Salesforce
11104049,Inactive Investor,Loren Gallup,Financial Advisor;Senior Vice President,Morgan Stanley Peoria IL 401 Main St,loren.gallup@morganstanley.com,,Salesforce
10619183,,William Parrilli,,,william.parrilli@benjaminfedwards.com,,List Import
9621600,,ASK GOD,,,nillanilla871@gmail.com,,List import
348816,,Ram Kolluri,Member,"Global Wealth Management, Llc",rkolluri@gimgt.com,609-452-2929,Manual List Upload
11023427,Inactive Investor,David Pillori,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,david.pillori@fidelity.com,,Salesforce
11175451,Inactive Investor,Anthony Van Hollebeke,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Las Vegas NV 7477 W Lake Mead Blvd",anthony.k.vanhollebeke@ampf.com,,Salesforce
10489315,,Jason Taraszki,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,jason.taraszki@ubs.com,469-440-0578,List Import
9543760,,Brooke Salvini,,,brooke@salvinifinancial.com,,List import
9556468,,Phyllis Paulsen,,,phyllis.paulsen@crowncapitalsecurities.com,,List import
10977503,Inactive Investor,Michael Bauer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10938850,Inactive Investor,Elizabeth Giacinto,,"Osaic Wealth, Inc. Allentown PA 1605 N Cedar Crest Blvd",,,Salesforce
10902257,Inactive Investor,Daniel Brown,Complex Risk Officer;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,daniel.brown@morganstanley.com,,Salesforce
11087576,Inactive Investor,John Layug,,"Osaic FA, Inc. Cockeysville MD 201 International Cir",john.layug@lfg.com,,Salesforce
11110846,Inactive Investor,Stephanie Zheng,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 355 118th Ave SE",stephanie.zheng@tfaconnect.com,,Salesforce
11232674,Inactive Investor,James Moran,,"Empower Financial Services, Inc Ludlow MA Private Residence",james.moran@empower.com,,Salesforce
10855046,Inactive Investor,Jeremy Taylor,Financial Advisor,"Ameriprise Financial Services, LLC Sun City CA 29826 Haun Rd",jeremy.i.taylor@ampf.com,,Salesforce
11230209,Inactive Investor,Hunter King,,NYLIFE Securities LLC Bull Shoals AR Private Residence,hjking@ft.newyorklife.com,,Salesforce
214558,,OMAR WILLIAMS,,[Unknown],omarwilliams000@gmail.com,,source
10783761,Inactive Investor,Mimi Patterson,,"Wells Fargo Clearing Services, LLC San Jose CA 550 S Winchester Blvd",mimi.patterson@wellsfargoadvisors.com,,Salesforce
10851392,Inactive Investor,Stephen Brackett,Management Board;President,"Shepherd Kaplan Krochuk, LLC Boston MA 125 Summer St",,,Salesforce
10804371,Inactive Investor,Jennifer Ibarguen,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",jennifer.k.wells@ampf.com,,Salesforce
10774437,Inactive Investor,Jeffrey Oskin,Wealth Advisor,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jeff.oskin@jpmorgan.com,,Salesforce
11047706,Inactive Investor,Michael McGinnis,,"First Bankers' Banc Securities, Inc",,,Salesforce
11179143,Inactive Investor,Joshua Block,,Goldman Sachs & Co.,joshua.block@gs.com,,Salesforce
10909938,Inactive Investor,Lia Lor,,PFS Investments Inc. Green Bay WI 1066 Mather St,lia.lor@primerica.com,,Salesforce
10904952,Inactive Investor,Albert Lerman,Agent,"Horace Mann Investors, Inc. Buffalo Grove IL 830 S Buffalo Grove Rd",albert.lerman@horacemann.com,,Salesforce
10983927,Inactive Investor,Nathan Corroy,Director - Financial Planning;Senior Wealth Advisor,"Richardson Capital Management, LLC",nathan@richardson-financial.com,,Salesforce
11133663,Inactive Investor,Lina Moskofian,Premier Banker,"Wells Fargo Clearing Services, LLC Glendale CA 550 N Brand Blvd",lina.moskofian@wellsfargoadvisors.com,,Salesforce
9547971,,Katherine Parra-Moreno,,,kparra@epiccapital.ca,,List import
10937043,Inactive Investor,Kelly Cleverley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10830339,Inactive Investor,Nathan Stoffregen,Senior Vice President,Morgan Stanley Davenport IA 4300 E 53rd St,nate.stoffregen@morganstanley.com,,Salesforce
154696,,sedat demir,,[Unknown],onlinesiteler@gmail.com,,Paid Social
10981011,Inactive Investor,Caroline Baker,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",caroline.baker@nm.com,,Salesforce
10834143,Inactive Investor,Bryan Hori,Financial Advisor,Edward Jones Palos Verdes Peninsula CA 501 Deep Valley Dr,bryan.hori@edwardjones.com,,Salesforce
11185920,Inactive Investor,Jonathan Adcock,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairhope AL 208 Greeno Rd N",jonathan.adcock@wellsfargoadvisors.com,,Salesforce
11035241,Inactive Investor,Philip Moran,Senior Financial Advisor;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",philip.moran@ml.com,,Salesforce
11182792,Inactive Investor,Robert Torres,Financial Advisor,"MML Investors Services, LLC Salt Lake City UT 2150 S 1300 E",,,Salesforce
232414,, -,,[Unknown],terrence.lewis.biz@gmail.com,,
10937786,Inactive Investor,Clifford Littleton,,State Farm VP Management Corp. Richardson TX 1415 State St,bear.littleton.ud3g@statefarm.com,,Salesforce
11232529,Inactive Investor,Tony Piazza,,"Empower Financial Services, Inc",tony.piazza@empower.com,,Salesforce
11235402,Inactive Investor,Nicole Geraci,Wealth Advisor,"Creekmur Asset Management, LLC Avon CO 48 E Beaver Creek Blvd",nicole@creekmurwealth.com,,Salesforce
334224,,Andrew Scott,Managing Director Of Acquisitions,"Phoenix Capital Realty Advisors, Llc",ascott@pcpre.com,972-866-7577,Manual List Upload
221040,,Bill Evans,Purchasing ossifer,The Bolt Company,outwiththeold@nym.hush.com,,Content
10442400,,Damon Rydell,,,nomad73@aol.com,,Web Form Fillout
11110561,Inactive Investor,Jeremy Fraser,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,jeremy.fraser@ceterainvestors.com,,Salesforce
11234842,Inactive Investor,Ryan Boyle,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10784566,Inactive Investor,Pratik Shah,Financial Advisor,"Pruco Securities, LLC. Farmington MI 23332 Orchard Lake Rd",pratik.shah@prudential.com,,Salesforce
9547881,,Joshua Brebrich,,,jbrid95@gmail.com,,List import
10826205,Inactive Investor,Douglas Thornton,Financial Advisor,"Equitable Advisors, LLC Rock Hill SC Private Residence",douglas.thornton@equitable.com,,Salesforce
9597845,,David Evans,,,bardavester1@gmail.com,,List import
10808657,Inactive Investor,Karie Howard,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",karie_howard@ml.com,,Salesforce
11217015,,Alexander Neumann,,,aneumann@stephens.com,,Other
9553371,,Ryan Odom,,,ryanodom@financialguide.com,,List import
11087496,Inactive Investor,Megan Knowles,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,megan.knowles@fidelity.com,,Salesforce
10614894,,Brian Loveman,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,brian.loveman@morganstanley.com,,List Import
10765277,Inactive Investor,Christopher Coram,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,christopher.coram@ubs.com,,Salesforce
11162293,Inactive Investor,Luke Gilbert,Client Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",,,Salesforce
9592156,,Kyusung Choi,,,vbncci@gmail.com,,List import
10850840,Inactive Investor,Kathleen Futey,Financial Advisor;Private Wealth Advisor,LPL Financial LLC Aurora OH Private Residence,kathleen.futey@lpl.com,,Salesforce
11149952,Inactive Investor,Kevin Debruhl,Financial Advisor,Edward Jones Battleboro NC 3904 Bishop Rd,kevin.debruhl@edwardjones.com,,Salesforce
11172830,Inactive Investor,Matthew Zubrycki,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,matthew.zubrycki@fidelity.com,,Salesforce
9625280,,Johnnie Purvis,,,jpurvis562@gmail.com,,List import
11101537,Inactive Investor,Leon Ebbert,Limited Partner;Owner,"Ebbert Asset Management, LP Knoxville TN 320 Nancy Lynn Ln",leon@ebbertcpa.com,,Salesforce
9587152,,Danang wb,,,danangwb667@gmail.com,,List import
10794011,Inactive Investor,David Walter,,NYLIFE Securities LLC Hollywood FL 3000 S Ocean Dr,dwalter@ft.newyorklife.com,,Salesforce
11130053,Inactive Investor,Terry Estes,,"Arlington Securities, Inc.",terryestes@arlingtonsecurities.us,,Salesforce
372753,,Eric Korbitz,,United States,eskorbitz@gmail.com,,source
9546341,,Brian Flaherty,,,bmflaherty12@gmail.com,,List import
10948659,Inactive Investor,Katherine Frazier,Chief Compliance Officer;Chief Operating Officer;Financial Advisor;Wealth Partner,BGM Wealth Management,kfrazier@bgmwealth.com,,Salesforce
11057118,Inactive Investor,Michael Occhi,Associate,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
10765373,Inactive Investor,Jennifer Leichter,Wealth Management Analyst,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
11037189,Inactive Investor,Douglas Busken,,"Osaic Institutions, Inc. Denver CO 355 S Teller St",,,Salesforce
9587110,,Mark Cade,,,mark.cade@raymondjames.com,,List import
10909977,Inactive Investor,Matthew Taggart,,"Osaic Wealth, Inc. Ogden UT 4300 Harrison Blvd",,,Salesforce
10871638,Inactive Investor,Nicole Kingery,Financial Advisor,Edward Jones Champaign IL 907 Arrow Rd,nicole.kingery@edwardjones.com,,Salesforce
10895536,Inactive Investor,Gina Morgan,,Cetera Financial Specialists LLC Lombard IL 711 Westmore Meyers Rd,gina.morgan@ceterafs.com,,Salesforce
10869490,Inactive Investor,Alexander Jovanovic,Head - Private Client;Head - Private Client Group;Investment Manager,Trillium Asset Management Boston MA 60 South St,ajovanovic@trilliuminvest.com,,Salesforce
10956879,Inactive Investor,Ryan Strankowski,Relationship Manager,"Spectrum Investment Advisors, Inc.",rstrankowski@spectruminvestor.com,,Salesforce
10795366,Inactive Investor,Renee Allen,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1817 Commons North Dr",renee.w.allen@ampf.com,,Salesforce
10874744,Inactive Investor,Joel Brekken,,"Farmers Financial Solutions, LLC Duluth MN 4202 E Superior St",,,Salesforce
10944272,Inactive Investor,Andrew Nuckolls,Compliance Analyst,LPL Financial LLC,andrew.nuckolls@lpl.com,,Salesforce
10903609,Inactive Investor,Francis Hanley,Chief Compliance Officer;Member;Owner,Hanley & Associates LLC,frank@hanleyandassociatesllc.com,,Salesforce
11073442,Inactive Investor,Jeffrey Babik,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,jeffrey.babik@morganstanley.com,,Salesforce
148174,,Robert Loewen,,[Unknown],bloewen65@gmail.com,,
9559304,,Amen Tefarie,,,amentefarie@gmail.com,,List import
10912115,Inactive Investor,Kaitlyn Vollbach,Client Service Associate,Morgan Stanley Rochester MI 1108 N Main St,kaitlyn.vollbach@morganstanley.com,,Salesforce
10782693,Inactive Investor,Mary O'Hara,,Edward Jones Fairview Heights IL Private Residence,mary.ohara@edwardjones.com,,Salesforce
11069995,Inactive Investor,William Ng,Senior Vice President,"Western International Securities, Inc.",,,Salesforce
10902641,Inactive Investor,Christopher Rigsby,Financial Advisor,Edward Jones Monticello IL 100 S Charter St,chris.rigsby@edwardjones.com,,Salesforce
11106524,Inactive Investor,Joseph Black,,"Raymond James Financial Services, Inc. Texarkana TX 5414 W 7th St",joe.black@raymondjames.com,,Salesforce
11129608,Inactive Investor,Juan Quiroz Vergara,,Citigroup Global Markets Inc. Scarsdale NY Private Residence,,,Salesforce
238387,,mailtowild@gmail.com Wild,,[Unknown],mailtowild@gmail.com,,
9607123,,Samuel Virgo,,,virgobuildingamerica@gmail.com,,List import
10867866,Inactive Investor,William Koger,,State Farm VP Management Corp. Bardstown KY 616 N 3rd St,glenn.koger.lozr@statefarm.com,,Salesforce
10863839,Inactive Investor,Kathy McClellan,,State Farm VP Management Corp. Richardson TX 1415 State St,kathy.mcclellan.nbyv@statefarm.com,,Salesforce
11171017,Inactive Investor,Jeffrey Tibbs,Managing Director,Robert W. Baird & Co. Incorporated Sarasota FL 1 Sarasota Center Blvd,jtibbs@rwbaird.com,,Salesforce
10489348,,Mark Bianchin,"Financial Advisor, Senior Vice President - Wealth Management, Wealth Advisor",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.bianchin@ubs.com,469-440-0605,List Import
11071678,Inactive Investor,Caleb Spore,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 5250 Central Ave NE",caleb.spore@usbank.com,,Salesforce
9600445,,Phillip Grodnick,,,pgrodnick@mpmgllc.com,,List import
10943624,Inactive Investor,Biscain Mora,Client Relationship Specialist,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",,,Salesforce
11000300,Inactive Investor,Noah Domangue,Financial Advisor,Park Avenue Securities LLC Shreveport LA 700 Texas St,noah_domangue@glic.com,,Salesforce
10917022,Inactive Investor,Samuel Walker,Chief Compliance Officer;Managing Member;President,Affinity Financial - The Walker Group LLC,samuel.walker@affinitywealthmgmt.com,,Salesforce
9638264,,Daniel Gore,,,dang@orthogonalpartners.com,,List import
9600857,,Robert Jennings,,,rjennings@feg.com,,List import
11113415,Inactive Investor,Scott Kelly,Senior Private Client Associate,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,scottkelly@janney.com,,Salesforce
10922042,Inactive Investor,Anthony Rispoli,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
9616091,,Gerald Marquis,,,gmarquis04@gmail.com,,List import
11089733,Inactive Investor,Guy Clanton,Senior Financial Planner;Shareholder,"Truepoint, Inc.",g.clanton@truepointwealth.com,,Salesforce
11153247,Inactive Investor,David Rash,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Wilmington DE 2011 Concord Pike",david.rash@wellsfargo.com,,Salesforce
9595694,,Talia Pierluissi,,,tpierluissi@aspiriant.com,,List import
6507555,,Alencar Rocha,,,bifod89195@fsouda.com,,Web Form Fillout
11198733,Inactive Investor,David Lumsden,,"Raymond James & Associates, Inc.",david.lumsden@raymondjames.com,,Salesforce
249144,,Deborah Power,Steering Director,Pop Box Workspace Management Limited,dpower@popboxworkspace.com,,Manual List Upload
11188301,Inactive Investor,Glenn Keen,,"The Strategic Financial Alliance, Inc. Alpharetta GA 900 Abbey Ct",gkeen@thesfa.net,,Salesforce
10839280,Inactive Investor,Jeffrey Granneman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10659820,,Grayson Lipton,,,grayson.lipton@invesco.com,,List Import
10612694,,John Vorvolakos,Financial Advisor,,john.vorvolakos@lpl.com,,List Import
10813332,Inactive Investor,Patricia Murphy,,LPL Financial LLC,patricia.murphy@lpl.com,,Salesforce
11201036,Inactive Investor,Ryan Arseneault,Financial Advisor,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",ryan.arseneault@prudential.com,,Salesforce
11210582,Inactive Investor,Charles Dodd,,"Northwestern Mutual Investment Services, LLC Austin TX 1708 W 6th St",charles.dodd@nm.com,,Salesforce
10857762,Inactive Investor,Robert Goldstein,Chief Compliance Officer;Chief Executive Officer;Managing Director,Sonen Capital LLC San Francisco CA 456 Montgomery St,bgoldstein@sonencapital.com,,Salesforce
11197819,Inactive Investor,Jessica Davis,Financial Advisor,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",jessica.davis@raymondjames.com,,Salesforce
9548098,,ISRAEL HERNANDEZ,,,israelhernandezm@gmail.com,,List import
10959361,Inactive Investor,Angel Smith,Senior Client Service Associate,"Raymond James & Associates, Inc. Mishawaka IN 4215 Edison Lakes Pkwy",angel.smith@raymondjames.com,,Salesforce
9580468,,Thomas Shields,,,tom@shieldsplace.com,,List import
11301839,,Ben rosenbaum,,,benwork10x2022@gmail.com,9455542216,Web Form Fillout
11078579,Inactive Investor,Gerard Thorn,Investment Portfolio Associate,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",jerry.thorn@raymondjames.com,,Salesforce
11073917,Inactive Investor,Troy Mitchell,,PFS Investments Inc. Englewood CO 6565 S Dayton St,troy.mitchell@primerica.com,,Salesforce
10983167,Inactive Investor,Robert Martinez,,PFS Investments Inc. Kissimmee FL 111 E Monument Ave,,,Salesforce
10618403,,Robert Zabel,,,r_zabel@ml.com,,List Import
10829804,Inactive Investor,Lorraine Wyrick,Financial Advisor,"Pruco Securities, LLC. York PA 2200 S George St",lorraine.wyrick@prudential.com,,Salesforce
9591869,,Darlene Carter,,,njatlb6@protonmail.com,,List import
11041730,Inactive Investor,Kristen Bissett,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,kristen.scarpa@ubs.com,,Salesforce
371405,,Andrew Branoff,,BIG,ak@branoff.com,5175054884,Salesforce
201735,,Jason Osolin,,[Unknown],jason.osolin@gmail.com,,Other
10951218,Inactive Investor,Joseph Delaney,,Mutual of America Securities LLC Providence RI 500 Exchange St,joseph.delaney@mutualofamerica.com,,Salesforce
10877129,Inactive Investor,Joseph Grant,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 50 Chestnut Ridge Rd",joseph.a.grant@ml.com,,Salesforce
10803436,Inactive Investor,Javier Lugo,Financial Planner,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",javier.lugo@prudential.com,,Salesforce
10880476,Inactive Investor,Lucas Desmond,Financial Advisor,Edward Jones Portland ME 151 Newbury St,lucas.desmond@edwardjones.com,,Salesforce
11091417,Inactive Investor,Roberto Perez Rohena,,"Popular Securities, LLC San Juan 209 Calle Leon",,,Salesforce
10931880,Inactive Investor,Zachary Deboer,Financial Advisor,Edward Jones Kirkland WA 610 Market St,zach.s.deboer@edwardjones.com,,Salesforce
10779650,Inactive Investor,Rodrigo Mendes,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,rodrigo.mendes@morganstanley.com,,Salesforce
10987622,Inactive Investor,Ambari Prakash,Financial Advisor,Savant Wealth Management Vienna VA 1945 Old Gallows Rd,apinto@savantwealth.com,,Salesforce
10799106,Inactive Investor,Gary Bergman,,PFS Investments Inc. La Crosse WI 601 7th St N,gary.bergman@primerica.com,,Salesforce
10785692,Inactive Investor,Binu Abraham,,J.P. Morgan Securities LLC Orangeburg NY 333 Rte 303,binu.m.abraham@jpmorgan.com,,Salesforce
10997856,Inactive Investor,Austin Butler,Relationship Banker,J.P. Morgan Securities LLC Austin TX 919 Ranch Road 620 S,,,Salesforce
10796230,Inactive Investor,Thomas Quigley,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Eau Claire WI 401 Pinnacle Way",tom.quigley@rbc.com,,Salesforce
10824450,Inactive Investor,Jerome Bourque,,"Allstate Financial Services, LLC Lafayette LA 4007 W Congress St",chummyb@allstate.com,,Salesforce
196828,,Robert Jetmundsen,Managing Member. Chief Compliance Officer,"Worthscape, Llc",rjetmundsen@worthscape.com,404-419-7111,Manual List Upload
11005425,Inactive Investor,Charles Rogers,,NYLIFE Securities LLC Findlay OH 521 S Main St,,,Salesforce
10960819,Inactive Investor,Jennifer Despain,,Cetera Financial Specialists LLC Woodland Hills CA 5950 Canoga Ave,,,Salesforce
10805553,Inactive Investor,Willard Bransky,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",,,Salesforce
11194125,Inactive Investor,Cheryl Granger,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
11081004,Inactive Investor,Laura Besaw,Wealth Strategy Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,laura.besaw@ubs.com,,Salesforce
223704,,Wilma Arroyo,,[Unknown],wilmaarroyo810@gmail.com,,Direct
10505960,,Trent Birdsong,Executive Director,Oppenheimer & Co.,trent.birdsong@opco.com,281-363-7507,List import
9550955,,Jeffrey Biby,,,jbiby@onewilliamstreet.com,,
10922341,Inactive Investor,Collin James,,Cetera Advisor Networks LLC Dickson TN 110 Mathis Dr,,,Salesforce
1002871,Inactive Investor,Michael Torres,,WealthSecrets,mike@wealthsecrets.com,,Other
11009882,Inactive Investor,Zach Cohen,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",zach.cohen@lfg.com,,Salesforce
10931954,Inactive Investor,Christina Estes,,State Farm VP Management Corp. North Ridgeville OH 34100 Center Ridge Rd,christina.estes.ubt7@statefarm.com,,Salesforce
10811865,Inactive Investor,Chris Kittell,Senior Vice President - Investments,"Raymond James & Associates, Inc. Danville IL 25 E Liberty Ln",chris.kittell@raymondjames.com,,Salesforce
10813535,Inactive Investor,Daniel Ferguson,Managing Director,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",,,Salesforce
231254,, -,,[[Unknown]],scottbencohen@hotmail.com,,Direct
10881178,Inactive Investor,David Friello,,"Cambridge Investment Research, Inc. Pittsburgh PA 4 W Manilla Ave",david.friello@cambridgesecure.com,,Salesforce
10765484,Inactive Investor,William Fedor,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Tucson AZ 3567 E Sunrise Dr,bfedor@rwbaird.com,,Salesforce
10969935,Inactive Investor,Samuel Stonskas,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",sam.stonskas@nm.com,,Salesforce
232732,, -,,[[Unknown]],yassinenezar05@gmail.com,,
11235715,Inactive Investor,Johnny Gibson,Chief Investment Officer;Co-Chief Investment Officer;Managing Director;Member,Haven Private,jgibson@havenprivate.com,,Salesforce
232382,, -,,[[Unknown]],lilianepalumbo@yahoo.com,,
11127912,Inactive Investor,Hugo Velasquez,,EFG Capital International,,,Salesforce
10789463,Inactive Investor,Rosemary Gebhardt,,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",,,Salesforce
11179438,Inactive Investor,Lih-Lih Sun,,"Wells Fargo Clearing Services, LLC Elk Grove CA 8872 Bond Rd",,,Salesforce
9553687,,Ralph Lacle,,,ralphlacle@gmail.com,,List import
11037727,Inactive Investor,Nicholas English,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",nenglish@beaconpointe.com,,Salesforce
11133960,Inactive Investor,David Mandel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sherman Oaks CA 15260 Ventura Blvd,david.mandel@ubs.com,,Salesforce
10818678,Inactive Investor,Christine Casale,,"Wells Fargo Clearing Services, LLC Fort Myers FL 12140 Carissa Commerce Ct",christine.casale@wfadvisors.com,,Salesforce
11150639,Inactive Investor,Ricardo Chacon,,J.P. Morgan Securities LLC Porter Ranch CA 19837 Rinaldi St,ricardo.chacon@jpmorgan.com,,Salesforce
10897030,Inactive Investor,Devin Loughlin,,"Raymond James Financial Services, Inc. Seattle WA 6840 Fort Dent Way",devin.loughlin@raymondjames.com,,Salesforce
11202997,Inactive Investor,Jerri Williams,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10884631,Inactive Investor,Timothy Mccain,Director - Business Development,SEM Wealth Management,tmccain@semwealth.com,,Salesforce
10857200,Inactive Investor,Clark Brown,Chief Compliance Officer;Managing Member,"Clark Brown, LLC",,,Salesforce
9556710,,Curtis Wright,,,curtis.wright@voyafa.com,,List import
11156978,Inactive Investor,Julia Higgins,Chief Operating Officer;Partner,"Geometric Wealth Advisors, LLC",jhiggins@geometricadvisors.com,,Salesforce
10975917,Inactive Investor,Celia LeBaron,,J.P. Morgan Securities LLC Southlake TX 1700 E Southlake Blvd,,,Salesforce
11113587,Inactive Investor,Marcia Secor,,"U.S. Bancorp Investments, Inc. Milwaukee WI Private Residence",marcia.secor@usbank.com,,Salesforce
10979994,Inactive Investor,Cheryl Ahrendt,,"Northwestern Mutual Investment Services, LLC Newark OH 35 S Park Pl",cheryl.ahrendt@nm.com,,Salesforce
224613,,Patrick Molaoa,,[Unknown],patrick_molaoa@yahoo.com,,Paid Social
10946479,Inactive Investor,Esther Searles,,Fidelity Brokerage Services LLC Ashburn VA 20465 Exchange St,esthersearles.team@fidelity.com,,Salesforce
10993064,Inactive Investor,Joshua Darwin,Associate,Edward Jones Wahpeton ND 321 Dakota Ave,joshua.darwin@edwardjones.com,,Salesforce
9618406,,Matthew Bruno,,,mbruno@makairapartners.com,,List import
11029840,Inactive Investor,R Chris Roney,Financial Advisor;Registered Principal,LPL Financial LLC Greensboro NC 1010 N Elm St,chris.roney@lpl.com,,Salesforce
10970521,Inactive Investor,Samantha Panu,,"Mutual Securities, Inc.",samantha.panu@mutualsecurities.com,,Salesforce
10843795,Inactive Investor,Hari Garhwal,Co-Founder;Co-Owner;President,"Garhwal, Chan & Williams Inc.",,,Salesforce
10808933,Inactive Investor,Richard Patient,,Money Concepts Capital Corp Worcester MA 50 Lake Ave,rpatient@moneyconcepts.com,,Salesforce
11061448,Inactive Investor,Mark Laskow,Managing Director;Shareholder,"Greycourt & Co., Inc.",,,Salesforce
11141850,Inactive Investor,Scott Bern,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",scott.bern@rbc.com,,Salesforce
10835573,Inactive Investor,Laura Brigman,Senior Client Service Associate,Morgan Stanley Spring TX 24 Waterway Ave,laura.brigman@morganstanley.com,,Salesforce
10827703,Inactive Investor,John Chidwick,,"Raymond James Financial Services, Inc. Mooresville NC 107 N Main St",john.chidwick@raymondjames.com,,Salesforce
11053486,Inactive Investor,Jeffrey Anderson,,"First Command Brokerage Services, Inc. Evans GA 3015 Allen Dr",jnanderson@firstcommand.com,,Salesforce
98740,,Ronald Bell,,Self,ronald@rdbell.com,6618775090,
10836140,Inactive Investor,Caroline Chahalis,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wilmington DE 20 Montchanin Rd,caroline.chahalis@ubs.com,,Salesforce
11047042,Inactive Investor,Barbara Buzzelli,Financial Advisor;Senior Financial Advisor,Diastole Wealth Management,bbuzzelli@dwinvest.com,,Salesforce
10784634,Inactive Investor,Thomas Farrell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",tj.farrell@schwab.com,,Salesforce
11081327,Inactive Investor,Nicholas Sayer,,"MML Investors Services, LLC Lynchburg VA 202 Archway Ct",,,Salesforce
11155931,Inactive Investor,Peter Loring,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",ploring@lwcotrust.com,,Salesforce
10817394,Inactive Investor,Derrick Friedman,Financial Advisor,Lincoln Investment Saint Petersburgh FL Private Residence,dfriedman@lincolninvestment.com,,Salesforce
11203019,Inactive Investor,Andrew Zimmerman,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",andrew.h.zimmerman@ml.com,,Salesforce
9466576,,Naveen Garg,,Naveen Garg,captan80@hotmail.com,,3rd Party Lead Gen
10488377,,David McBee,,"Concurrent Investment Advisors, LLC",dmcbee@wealthpartnersalliance.com,,List Import
10830921,Inactive Investor,David Dick,Financial Advisor,"Ameriprise Financial Services, LLC Frisco TX 5300 Town and Country Blvd",david.w.dick@ampf.com,,Salesforce
11128981,Inactive Investor,Dominic Elmo,,"Osaic Wealth, Inc. Dublin OH 6195 Emerald Pkwy",,,Salesforce
11098407,Inactive Investor,Eric Matthews,,Morgan Stanley Plano TX 7500 Dallas Pkwy,eric.matthews@morganstanley.com,,Salesforce
10849152,Inactive Investor,Stephen Crook,,"Kestra Investment Services, LLC Kennesaw GA 1815 Old 41 Hwy NW",,,Salesforce
9552060,,John Mayfield,,,john.mayfield2@hancockwhitney.com,,List import
11038151,Inactive Investor,Stephanie Dawson,,J.P. Morgan Securities LLC Houston TX 12702 W Lake Houston Pkwy,stephanie.dawson@jpmorgan.com,,Salesforce
9587634,,Dolly Valentine,,,dollyvalentinemusic@gmail.com,,List import
10762630,Inactive Investor,John Lynn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,,,Salesforce
10779636,Inactive Investor,Linda Liu-Chan,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",linda.liu-chan@schwab.com,,Salesforce
10928588,Inactive Investor,Katheryn Compitello,Client Service Associate,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,,,Salesforce
350243,,Debbie Coan,,Sjhl Financial Group,dcoan@sjhl.com,620-241-1826,Manual List Upload
10843061,Inactive Investor,Gary Cook,,"Raymond James Financial Services, Inc. Rochester MI 101 S Main St",gary.cook@raymondjames.com,,Salesforce
10977572,Inactive Investor,Parker Lange,,Jefferies LLC,plange@jefferies.com,,Salesforce
10844118,Inactive Investor,Michael Kirby,,Network 1 Financial Securities Inc.,,,Salesforce
10753363,Inactive Investor,Joseph Querriera,,"CNR Securities, LLC Irvine CA 18111 Von Karman Ave",joe.querriera@cnr.com,,Salesforce
11164389,Inactive Investor,Richard Marchesini,,"Farmers Financial Solutions, LLC Denver CO 3190 S Wadsworth Blvd",rmarchesini@farmersagent.com,,Salesforce
9577345,,Jesse Clark,,,clark.jesse@principal.com,,List import
11211439,Inactive Investor,Kenneth Dimicco,,"Osaic Wealth, Inc. Hauppauge NY 150 Motor Pkwy",kdimicco@royalaa.com,,Salesforce
10906499,Inactive Investor,Michael Wall,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"U.S. Private Wealth, LLC",info@wallfinancialgroup.com,,Salesforce
11219233,,Robert Leininger,,,rleininger@gabelli.com,,Other
10753466,Inactive Investor,Eric Henry,,AW Securities Sacramento CA 8775 Folsom Blvd,eric.henry@hansonmcclain.com,,Salesforce
351996,,Hailey Layrock,Associate Trader,"Banes Capital Management, Llc",hlayrock@hanover-securities.com,901-261-5900,Manual List Upload
10913291,Inactive Investor,Ina Fernandez,Chief Compliance Officer;Founder;Managing Member;President,Fern Capital Inc.,ina@ferncapitalinc.com,,Salesforce
10819128,Inactive Investor,Charles Roe,Investment Advisor Representative,Commonwealth Financial Network Durham NC 1816 Front St,croe@commonwealth.com,,Salesforce
10886869,Inactive Investor,Max Good,,LPL Financial LLC Missoula MT 1800 S Reserve St,max.good@lpl.com,,Salesforce
10872646,Inactive Investor,Joseph Bethmann,Financial Advisor;Securities Representative;Senior Financial Representative,"Principal Securities, Inc. Clay NY 7900 Davis Rd N",bethmann.joseph@principal.com,,Salesforce
10864522,Inactive Investor,Christopher Bialke,Financial Consultant,LPL Financial LLC Virginia MN 225 1st St N,chris.bialke@lpl.com,,Salesforce
54248,,Jose Sobrado,Managing Member & Chief Compliance Officer,"Mg Capital Partners, Llc",jsobrado@mglobalpartners.com,202-790-2664,Manual List Upload
11189660,Inactive Investor,Nancy Noon,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10762085,Inactive Investor,Michael Garbooshian,Executive Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,michael.garbooshian@morganstanley.com,,Salesforce
11069103,Inactive Investor,Michael Salerno,,Commonwealth Financial Network Flemington NJ 24 Mine St,msalerno@commonwealth.com,,Salesforce
370952,,Marko Petrovi?,,Serbia,marko.petrovic05@gmail.com,,Salesforce
10980471,Inactive Investor,Jason List,Financial Advisor,LPL Financial LLC Oxford MS 319 N Lamar Blvd,jason.list@lpl.com,,Salesforce
9635193,,Nicole Nikolai,,,nicole.nikolai@affiancefinancial.com,,List import
10756619,Inactive Investor,Rob Suenishi,Client Service Associate;Financial Services Professional,Morgan Stanley Honolulu HI 733 Bishop St,rob.suenishi@morganstanley.com,,Salesforce
10940726,Inactive Investor,Timothy Asher,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Louisville KY 12910 Shelbyville Rd",tim.asher@tfaconnect.com,,Salesforce
10842280,Inactive Investor,Theodore Hiegel,Chief Investment Officer;President,"Heritage Asset Managers, Inc.",,,Salesforce
144582,,Cynthia Legault,"Chief Executive Officer, Chief Financial Officer, Founder, Principal",Financial Navigators Inc.,cindy@financialnav.com,,
11084880,Inactive Investor,Dagmar Courteau,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",dagmar.courteau@wellsfargoadvisors.com,,Salesforce
11027489,Inactive Investor,Robert Sheh,,J.P. Morgan Securities LLC Oradell NJ 417 Kinderkamack Rd,robert.sheh@jpmorgan.com,,Salesforce
11091496,Inactive Investor,Eduardo Henrique Loureiro Fernandes,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10931157,Inactive Investor,Yanfang Li,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",yanfang.li@tfaconnect.com,,Salesforce
10872562,Inactive Investor,Ronald Hyde,Financial Advisor,LPL Financial LLC Vancouver WA 1220 Main St,ronald.m.hyde@lpl.com,,Salesforce
224168,,Elsa Ballard,,Galaxy Digital,elsa.ballard@galaxydigital.io,,
11128923,Inactive Investor,Alexander Assaf,,"Raymond James Financial Services, Inc. Hillsboro OR 5100 NE Dawson Creek Dr",alexander.assaf@raymondjames.com,,Salesforce
11066357,Inactive Investor,Michelle Baedke,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Davenport IA 4300 E 53rd St,michelle.baedke@morganstanley.com,,Salesforce
10956559,Inactive Investor,Jackson Wood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",,,Salesforce
10804754,Inactive Investor,Benjamin Flaim,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,benjamin.flaim@ubs.com,,Salesforce
10794972,Inactive Investor,Robert Weseloh,,"Avantax Investment Services, Inc. East Stroudsburg PA 805 7 Bridge Rd",,,Salesforce
10866415,Inactive Investor,Ronald Riggs,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,ronald.riggs@primerica.com,,Salesforce
211626,,Lizzy Not Provided,Financial Services Policy Advisor,US House of Representatives,lizzy.fallon@mail.house.gov,,Manual List Upload
10887114,Inactive Investor,Troy Runkel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,troy.runkel@fmr.com,,Salesforce
11030313,Inactive Investor,Mark Freeland,Financial Advisor,"Ameriprise Financial Services, LLC Corpus Christi TX 5406 Everhart Rd",mark.freeland@ampf.com,,Salesforce
10807414,Inactive Investor,Allan Bates,,"Northwestern Mutual Investment Services, LLC Bloomington IL 102 S East St",al.bates@nm.com,,Salesforce
10858425,Inactive Investor,Timothy Williams,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
163537,,Minh Duong,,[Unknown],minhdng0904@gmail.com,,
10880612,Inactive Investor,Carey Stibbs,Chief Financial Officer;Managing Member,"Old Mission Investment Company, LLC",,,Salesforce
10821467,Inactive Investor,Roslyn Scheid,,Commonwealth Financial Network Cromwell CT 75 Berlin Rd,rscheid@commonwealth.com,,Salesforce
9601918,,C D,,,yasssmina@gmail.com,,List import
10829389,Inactive Investor,Morris Musgrove,,State Farm VP Management Corp. Clinton MS 402 Monroe St,ted.musgrove.b9vq@statefarm.com,,Salesforce
10791980,Inactive Investor,Pascal Guirma,,"Northwestern Mutual Investment Services, LLC New Paltz NY 176 Main St",pascal.guirma@nm.com,,Salesforce
11095715,Inactive Investor,John Sineath,Financial Advisor,"Independent Advisor Alliance, LLC Columbia SC 113 Baker House Rd",,,Salesforce
10962056,Inactive Investor,Brian Minicus,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",brian.minicus@ml.com,,Salesforce
9629297,,James Hayton,,,james@jameshayton.com,,List import
9644168,,Marion Wieden,,,hiscopilot14b@wmconnect.com,,List import
10853425,Inactive Investor,Kaitlyn Lefanto,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,kaitlyn.lefanto@fmr.com,,Salesforce
10934692,Inactive Investor,Douglas Shultz,,Integrated Advisors Network LLC San Diego CA 16935 W Bernardo Dr,douglas.shultz@ywmgmt.com,,Salesforce
11145105,Inactive Investor,Diana Moy,Registered Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10932074,Inactive Investor,William McDonald,,"Allstate Financial Services, LLC Amarillo TX 1724 S Western St",williammcdonald@allstate.com,,Salesforce
9647897,,Dave Kudo,,,dakudo@comcast.net,,List import
9568300,,Steve Lamesch,,,luxpilot@icloud.com,,List import
9601024,,Sam Banerjee,,,sam.banerjee@shorecap.co.uk,,List import
10930254,Inactive Investor,Peter Maino,Financial Advisor,Park Avenue Securities LLC Roslyn NY 17 Lumber Rd,peter_maino@glic.com,,Salesforce
10613247,,Reinaldo Alonso-Malubay,Financial Advisor,,rj-alonso@hotmail.com,,List Import
9590442,,Jillian Griffiths,,,jgriffiths@cdr-inc.com,,List import
10764313,Inactive Investor,Guillermo Vega,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,guillermo.vega@opco.com,,Salesforce
11180140,Inactive Investor,Adam Hancock,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",adam.hancock@tfaconnect.com,,Salesforce
11035264,Inactive Investor,Blake Foster,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",blake.c.foster@wellsfargoadvisors.com,,Salesforce
10647392,,Benjamin Simpson,,,besimpson@tiaa-cref.org,,List Import
10771322,Inactive Investor,Michael Falcon,Chief Executive Officer,Eagle Capital Management LLC,mfalcon@eaglecap.com,,Salesforce
11079309,Inactive Investor,Marc Caron,,"Ameriprise Financial Services, LLC Troy MI 700 Tower Dr",marc.caron@ampf.com,,Salesforce
9544816,,Buzz Miller,,,buzzmiller@comcast.net,,List import
9553535,,Ryan Murphy,,,ryan.murphy@suntrust.com,,List import
11137480,Inactive Investor,Jonathan Boston,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11118347,Inactive Investor,David Malinaric,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.malinaric@fidelity.com,,Salesforce
10999903,Inactive Investor,James McCaughey,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indian Wells CA 74785 US Hwy 111",,,Salesforce
11146457,Inactive Investor,Curtis Patterson,,Park Avenue Securities LLC Cedar Falls IA 6912 University Ave,curt_patterson@glic.com,,Salesforce
9628724,,Brian Rietze,,,big_b_r327@hotmail.com,,List import
1001441,Inactive Investor,Meredith McCall,Assistant FA,Jeffrey P Lysaught and Kathleen A Lysaught Revocable Trust,meredith.mccall@gs.com,,
350596,,Dane Joella,Director,Mgg Investment Group Lp,djoella@mgginv.com,212-356-6100,Manual List Upload
10987899,Inactive Investor,Christopher Mcanany,Financial Advisor,Lincoln Investment Wellington FL 12773 Forest Hill Blvd,cmcanany@lincolninvestment.com,,Salesforce
11113537,Inactive Investor,Kimberly Pittman,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,kimberly.pietrolungo@ncsecu.org,,Salesforce
10836149,Inactive Investor,Robert Nelson,Chief Executive Officer;Investment Committee;President,"Nelson Securities, Inc.",rnelson@nelson-securities.com,,Salesforce
10880671,Inactive Investor,Joaquim Tavares,,"Allstate Financial Services, LLC Pawtucket RI 720 Central Ave",joaquimtavares@allstate.com,,Salesforce
11114910,Inactive Investor,Monte Warren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,monte.warren@fidelity.com,,Salesforce
9549690,,Kibb King,,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",kking@elitefm.net,,List import
10787205,Inactive Investor,Vanessa Brown,,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",vanessa.brown@wellsfargo.com,,Salesforce
11228597,Inactive Investor,Noe Lopez,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
11170722,Inactive Investor,Ronald Moseley,,"Woodmen Financial Services, Inc.",rrmoseley@woodmen.org,,Salesforce
11236422,Inactive Investor,Sakshi Chauhan,Investment Analyst,"Portus Wealth Advisors, LLC Jersey City NJ Private Residence",sakshi@portusadvisors.com,,Salesforce
10886103,Inactive Investor,Arick Baker,,J.P. Morgan Securities LLC Detroit MI 611 Woodward Ave,arick.c.baker@jpmorgan.com,,Salesforce
11049219,Inactive Investor,David Thomas,,"Allstate Financial Services, LLC Clovis CA 1225 N Willow Ave",davidthomas@allstate.com,,Salesforce
11018360,Inactive Investor,Dick Schulz,Wealth Advisor,Brookstone Capital Management LLC Damascus OR 20500 SE Hwy 212,,,Salesforce
9584514,,Silas Parker,,,scparker@ft.newyorklife.com,,List import
11263622,,Adriaan Brits,,,helpdesk@sitetrail.com,,Web Form Fillout
11230125,Inactive Investor,Javier Lozano,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,,,Salesforce
9628594,,lennix lai,,,lennix@okex.com,,List import
10807298,Inactive Investor,Sydney Howieson,Operations Specialist;Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 555 Nicollet Mall",sydney.howieson@ampf.com,,Salesforce
11169142,Inactive Investor,Steven Rocha,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",s_rocha@ml.com,,Salesforce
10781078,Inactive Investor,Rita Singh,Relationship Manager,HSBC Securities (USA) Inc. Scarsdale NY 901 Central Park Ave,rita.singh@us.hsbc.com,,Salesforce
10907267,Inactive Investor,Darrell Sims,,"Allstate Financial Services, LLC Dallas TX 4131 N Central Expy",darrellsims@allstate.com,,Salesforce
11064378,Inactive Investor,Tyler Seymour,Wealth Management Advisor,"Ingram Advisory Services, LLC",tyler@ingramfinancialgroup.com,,Salesforce
9598876,,JUNJIE XU,,,767949745@qq.com,,List import
10977479,Inactive Investor,Meenakshi Kaushik,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10866491,Inactive Investor,Sarah Emery,Financial Advisor,LPL Financial LLC Pinckney MI Private Residence,sarah.emery@lpl.com,,Salesforce
10782860,Inactive Investor,Karen Wichman,,"U.S. Bancorp Investments, Inc. Council Bluffs IA 421 W Broadway",karen.wichman@usbank.com,,Salesforce
10870610,Inactive Investor,Kendall Ruskin,,J.P. Morgan Securities LLC,kendall.ruskin@jpmorgan.com,,Salesforce
10803732,Inactive Investor,Cathleen Rodriguez,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",cathleen.morrison@ml.com,,Salesforce
4109557,,Cihangir Aras,,,cihangiraras@outllok.com,,Web Form Fillout
11121992,Inactive Investor,Julianne Opet,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",julianne.opet@equitable.com,,Salesforce
10984057,Inactive Investor,Christopher Kleine,Chief Compliance Officer;Chief Operating Officer,"Park Capital Management, LLC",ckleine@parkcapitalmgt.com,,Salesforce
11099566,Inactive Investor,Thomas Thompson,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;President,Thompson Financial Transitions Inc. White Bear Lake MN 1895 County Road E E,,,Salesforce
10999500,Inactive Investor,Kristen Gaudiose,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10696296,,Michael Andersen,,iCapital,mandersen@icapitalnetwork.com,,List Import
10799786,Inactive Investor,Scott Lowry,Financial Advisor,Edward Jones Crowley LA 320 N Parkerson Ave,scott.lowry@edwardjones.com,,Salesforce
10790505,Inactive Investor,Michelle Thomas,Assistant Vice President;Private Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,michelle.a.thomas@morganstanley.com,,Salesforce
9588372,,Ricardo Ellstein,,,ricardo@figment.com.mx,,List import
10833731,Inactive Investor,John Palm,Chief Compliance Officer;Managing Member,CrossPlan Money Management Seminole FL 7995 113th St,john.palm@crossplan.net,,Salesforce
340254,,Amit Mehta,CEO,[Unknown],admehta585@gmail.com,61456710562,Database Upload
4103173,,Dennis Ohene Darko,,,darkodennisohene@gmail.com,,Web Form Fillout
10819713,Inactive Investor,Darren Dall,,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",,,Salesforce
11213284,Inactive Investor,James Christopher,,"Avantax Investment Services, Inc. Galesburg IL 420 N Seminary St",aaron.christopher@myavantax.com,,Salesforce
11153450,Inactive Investor,Thomas Simpson,,"Cambridge Investment Research, Inc. York ME 433 US Rte 1",,,Salesforce
11153596,Inactive Investor,Daniel Mann,Investment Advisor Representative,"Independent Financial Group, LLC Henderson NV 1368 Paseo Verde Pkwy",,,Salesforce
321779,,1 1,Research Director,HashKey Capital,jupiter.zheng@hashkey.com,,Manual List Upload
10868826,Inactive Investor,Charles Farnsley,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,Farnsley Advisors,cfarnsley@bahefarnsley.com,,Salesforce
10909979,Inactive Investor,Brian Molloy,,"Allstate Financial Services, LLC Lake Worth FL 6338 Lantana Rd",brianmolloy@allstate.com,,Salesforce
9567576,,Harry R,,,emailstoharry@gmail.com,,List import
11058857,Inactive Investor,Thomas Dunn,,Cetera Advisor Networks LLC Sioux Falls SD 2900 S Phillips Ave,thomas.dunn@ceterawealth.com,,Salesforce
11186500,Inactive Investor,Andres Naranjo,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,andres.naranjo@primerica.com,,Salesforce
11145871,Inactive Investor,Donald Walker,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,donald.walker@primerica.com,,Salesforce
9642965,,Kevin Tran,,,kienan68@yahoo.com,,List import
83239,,Andrea Golis,Chief Compliance Officer,Thrivent Investment Management Inc.,andrea.golis@thrivent.com,800-847-4836,Manual List Upload
11048951,Inactive Investor,Jean Furgiuele,,"Pinnacle Investments, LLC Monaca PA Private Residence",,,Salesforce
10881619,Inactive Investor,Gabriel Nelson,Financial Advisor,Edward Jones Overland Park KS 12701 Metcalf Ave,gabe.nelson@edwardjones.com,,Salesforce
10802126,Inactive Investor,Jeffrey Crabb,Financial Advisor,Edward Jones Seattle WA 3121 E Madison St,jeffrey.crabb@edwardjones.com,,Salesforce
10862469,Inactive Investor,Cassidy Burns,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,cmburns@rwbaird.com,,Salesforce
10774810,Inactive Investor,Philipp Wagener,Private Banker,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",philipp.wagener@wellsfargo.com,,Salesforce
10762676,Inactive Investor,Lori Rappaport-Steiner,Director;Financial Advisor,Oppenheimer & Co. Inc. Jericho NY 2 Jericho Plz,lori.rappaportsteiner@opco.com,,Salesforce
10997106,Inactive Investor,Samuel Carter,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11001486,Inactive Investor,Elizabeth Cosden,,"First Command Brokerage Services, Inc. Quantico VA 319 Potomac Ave",emcosden@firstcommand.com,,Salesforce
11094800,Inactive Investor,Duncan Miller,Chief Executive Officer;President;Shareholder,Legacy Wealth Management Inc Germantown TN 6800 Poplar Ave,dmiller@legacywealth.com,,Salesforce
10840633,Inactive Investor,Robert Regent,Associate Vice President,"Raymond James & Associates, Inc. Fort Lauderdale FL 2893 Executive Park Dr",bob.regent@raymondjames.com,,Salesforce
10991091,Inactive Investor,John Hessler,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",john.hessler@nm.com,,Salesforce
1003323,Inactive Investor,Ernst Lee,,Auster Fund,leejernst@korea.com,,3rd Party Lead Gen
11078961,Inactive Investor,Michael Walstrom,,"Kestra Investment Services, LLC Boca Raton FL 2263 NW Boca Raton Blvd",,,Salesforce
9578053,,Michael Pappachristou,,,mpappachristou@regentatlantic.com,,List import
10897040,Inactive Investor,Victoria Waters,Financial Advisor,Edward Jones Port Wentworth GA 6 Magnolia Blvd,victoria.waters@edwardjones.com,,Salesforce
11077783,Inactive Investor,Joseph Engleby,,"Raymond James Financial Services, Inc. Nazareth PA 49 E Center St",joe.engleby@raymondjames.com,,Salesforce
10925734,Inactive Investor,Julianna Thai,,"Wells Fargo Clearing Services, LLC Villa Park CA 17775 Santiago Blvd",julianna.thai@wellsfargo.com,,Salesforce
209736,,Cristobal Pereira,,[Unknown],cristobal@latamtech.la,,Event
11011579,Inactive Investor,Charles Rowland,Financial Advisor,"Osaic Wealth, Inc. Cincinnati OH 212 E 3rd St",,,Salesforce
11202915,Inactive Investor,Leo Hinkley,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,lhinkley@primerica.com,,Salesforce
10848702,Inactive Investor,Thomas McDowell,,"M Holdings Securities, Inc.",,,Salesforce
9581244,,Dennis Boxberger,,,t3rmie@gmail.com,,List import
10807191,Inactive Investor,Mark Doom,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Dallas TX 5001 Spring Valley Rd,mark.doom@morganstanley.com,,Salesforce
10782352,Inactive Investor,Ronald Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Arlington TX Private Residence",ron.jackson@tiaa.org,,Salesforce
9641690,,Darwin Dosch,,,dbdosch@gmail.com,,List import
11219421,,Hampton Clark,,,hampton.clark@ubs.com,,Other
10935375,Inactive Investor,Kenneth Brown,Financial Advisor,"Ameriprise Financial Services, LLC Winston Salem NC 2734 Henning Dr",kenneth.h.brown@ampf.com,,Salesforce
48447,,Jeffrey Greene,"Portfolio Manager, Vice President, Wealth Manager","First Republic Investment Management, Inc.",jgreene@firstrepublic.com,503-525-8800,
10944373,Inactive Investor,Paul Standring,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",pstandring@financialguide.com,,Salesforce
248505,,Elaine Yang,Investment Director,Waterdrip Capital,elaine@waterdrip.io,,Manual List Upload
11204230,Inactive Investor,Suzanne Conran,,Lincoln Investment Braintree MA 35 Braintree Hill Park,sconran@lincolninvestment.com,,Salesforce
10902675,Inactive Investor,Ellis Mccasland,Financial Advisor,Edward Jones Lubbock TX 5021 122nd St,ellis.mccasland@edwardjones.com,,Salesforce
10882980,Inactive Investor,Matthew Simpson,Financial Advisor,Edward Jones Holdrege NE 417 Burlington St,matt.simpson@edwardjones.com,,Salesforce
10760702,Inactive Investor,Jason Livernois,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",,,Salesforce
9552773,,john oh,,,sungkoh89@gmail.com,,List import
10901524,Inactive Investor,Pamela Franklin,Director,MAG CAP Birmingham AL 2900 Hwy 280 S,pfranklin@magcapadvisors.com,,Salesforce
11181634,Inactive Investor,Tyvonne Berring,,PFS Investments Inc. Rancho Cucamonga CA 9330 Baseline Rd,tberring@primerica.com,,Salesforce
11061967,Inactive Investor,Joseph Mulholland,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,joseph.mulholland@jpmorgan.com,,Salesforce
10854369,Inactive Investor,Brandon Kraus,Vice President;Wealth Advisor,Greenup Street Wealth Management LLC,,,Salesforce
11198572,Inactive Investor,Joan Nye,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 1601 Elm St",joan.nye@ampf.com,,Salesforce
9635022,,Ben Katz,,,bkatz@cedarbrookfinancial.com,,List import
10911853,Inactive Investor,Catrina Collins,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",catrina.collins@tiaa.org,,Salesforce
11065601,Inactive Investor,Victor Raxsdale,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,victor.l.raxsdale@morganstanley.com,,Salesforce
11001520,Inactive Investor,Gretchen Fyffe,,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",gretchen.fyffe@equitable.com,,Salesforce
11221579,,Kellen MacDonald,,,kmacdonald@firstrepublic.com,,List Import
37654,,Steven Musumeci,Chief Operating Officer; Chief Compliance Officer; Limited Partner,"Soleus Capital Management, L.p.",steven@soleuscapital.com,475-208-3178,Manual List Upload
9634509,,Derek Allen,,,dallen@harvestmanagement.com,,List import
11184218,Inactive Investor,David Slater,,State Farm VP Management Corp. Fremont OH 1510 E State St,davidslater@statefarm.com,,Salesforce
9627141,,se jun oh,,,plantdent@naver.com,,List import
10620079,,Kevin Rice,,,krice@tcwealthpartners.com,,List Import
10887536,Inactive Investor,Charles Gibbs,Financial Advisor,LPL Financial LLC Scottsdale AZ 7033 E Greenway Pkwy,charles.gibbs@lpl.com,,Salesforce
10976081,Inactive Investor,Thomas Dickinson,,Robert W. Baird & Co. Incorporated,,,Salesforce
11098901,Inactive Investor,James Smith,Chief Compliance Officer;Chief Financial Officer;Corporate Officer;Vice President,Phillips and Company Advisors LLC,jsmith@phillipsandco.com,,Salesforce
11105362,Inactive Investor,Patricia Picardi,,Park Avenue Securities LLC Pottstown PA 758 E High St,patricia_picardi@glic.com,,Salesforce
6455854,,Britney Lee,,,britneylee@chicagobooth.edu,,Web Form Fillout
218191,,Terry Bechakas,,[Unknown],bechakasterry@gmail.com,,
11018342,Inactive Investor,Ronald Morse,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
10658768,,Micheal Thiele,,,micheal.thiele@nm.com,,List Import
11262440,,Pablo Rose,,,moyanorp@gmail.com,,Web form fillout
248509,,Mantas Bandonis,Blockchain Analyst,Dappradar,mantas.b@dappradar.com,,Manual List Upload
10958854,Inactive Investor,Sarah Coppock Pector,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9624404,,Mateusz gh,,,kryptomanti@gmail.com,,List import
11079607,Inactive Investor,Matthew Hawkins,,"Northwestern Mutual Investment Services, LLC Alexandria MN 220 22nd Ave E",matthew.hawkins@nm.com,,Salesforce
10657063,,Jonathan Khosa,,,jonathan.khosa@ubs.com,,List Import
10912690,Inactive Investor,Ryan Egan,,Cetera Advisor Networks LLC Lititz PA 524 Front St,,,Salesforce
11054411,Inactive Investor,James Vermillion,Chief Compliance Officer;Owner,Vermillion Private Wealth,,,Salesforce
11115434,Inactive Investor,Donna Hansen,Financial Advisor,Edward Jones Williston ND 1007 24th St W,donna.hansen@edwardjones.com,,Salesforce
10825774,Inactive Investor,Bruce Parmenter,Financial Advisor,LPL Financial LLC Glastonbury CT 455 Winding Brook Dr,bruce.parmenter@lpl.com,,Salesforce
9550101,,Stanley Ip,,,sip@lindenlp.com,,List import
149074,,Youngho Ha,,[Unknown],hyh891113@naver.com,,source
10817090,Inactive Investor,Aaron Blum,Associate Vice President - Wealth Management;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,aaron.blum@morganstanley.com,,Salesforce
9543789,,Vivian Olero,,,vivian.olero@transamerica.com,,List import
10848888,Inactive Investor,Brogan Dwyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brogan.dwyer@fidelity.com,,Salesforce
10777824,Inactive Investor,Cody Maschmeier,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cody.maschmeier@fidelity.com,,Salesforce
109186,,Justin Schlaikjer,,N/a,jschlaikjer@gmail.com,3143242433,Organic Search
11097761,Inactive Investor,Milan Konkol,Chief Compliance Officer;Managing Director,"U.S. Bancorp Advisors, LLC",milan.konkol@unionbank.com,,Salesforce
9564464,,Maxim Fedoseev,,,mf.zeus@icloud.com,,List import
10823342,Inactive Investor,Jake Van Ronzelen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",,,Salesforce
10844469,Inactive Investor,Roberto Santa Maria,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
11122081,Inactive Investor,Mary McDougall,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",mary_mcdougall@ml.com,,Salesforce
11051014,Inactive Investor,Melissa Lessard,Managing Member,"Aspen Leaf Wealth Management, PBC",melissa@aspenleafllc.com,,Salesforce
9547865,,Faizal Pakrudeen,,,pakrudeenf@gmail.com,,List import
217986,,Kev Conroy,,[Unknown],kgconroy@gmail.com,,
10899749,Inactive Investor,Jasmine Guerra,Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
9603626,,Giulia AUrora Miotto,,,giulia.aurora.miotto@ms.com,,List import
11027202,Inactive Investor,Justin Cappadona,Vice President - Investments,"Raymond James & Associates, Inc. McAllen TX 1400 N McColl Rd",justin.cappadona@raymondjames.com,,Salesforce
10913681,Inactive Investor,Tariq Azam,Financial Advisor,"Raymond James & Associates, Inc. Tuscaloosa AL 200 Marina Dr",tariq.azam@raymondjames.com,,Salesforce
11002158,Inactive Investor,Michael Meegan,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,,,Salesforce
10876296,Inactive Investor,Ryan Murphy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
228621,, -,,[[Unknown]],sungho1220@gmail.com,,Direct
9579829,,vassim shaikh,,,vassim.shaikh@gmail.com,,List import
10938006,Inactive Investor,Paul Watzlavik,,State Farm VP Management Corp. Newburgh IN 8688 Ruffian Ln,paulwatzlavik@statefarm.com,,Salesforce
10966542,Inactive Investor,Stephen Bornet,,TD Private Client Wealth LLC Melville NY 324 S Service Rd,stephen.bornet@td.com,,Salesforce
11028056,Inactive Investor,Jenifer Connors,,"DFPG Investments, LLC Pocatello ID 201 E Center St",,,Salesforce
11006465,Inactive Investor,Matthew Davis,,State Farm VP Management Corp. Garner NC 1401 Aversboro Rd,,,Salesforce
11158243,Inactive Investor,John Ferguson,,"Cambridge Investment Research, Inc. Leesburg VA 44084 Riverside Pkwy",,,Salesforce
10847408,Inactive Investor,Ernesto Cowley,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Boulder CO 4845 Pearl East Cir",ecowley@tiaa.org,,Salesforce
11179415,Inactive Investor,Steven Rochin,,"Wells Fargo Clearing Services, LLC Frisco TX 5015 Eldorado Pkwy",,,Salesforce
10505273,,Victoria Shi,OWNER,Shi Insurance Agency,vshi@farmersagent.com,16509318626,List Import
10931500,Inactive Investor,Erin Krueger,,"Raymond James Financial Services, Inc. Watkinsville GA 1725 Electric Ave",erin.krueger@raymondjames.com,,Salesforce
9553696,,John Myrick,,,myrickjm@yahoo.com,,List import
10874906,Inactive Investor,Stephen Fulmer,Financial Advisor,Edward Jones Peachtree City GA 200 Westpark Dr,gene.fulmer@edwardjones.com,,Salesforce
10757699,Inactive Investor,David Kroner,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",david.kroner@schwab.com,,Salesforce
321658,,funling tang,financial advisor,Anchor Wealth Advisors,funling.x.tang@ampf.com,,Manual List Upload
333866,,Richard Ertel,"Director, Chief Counsel And Secretary","U.s. Bancorp Asset Management, Inc.",richard.ertel@usbank.com,612-303-3457,Manual List Upload
11198044,Inactive Investor,Kelli Lindsey,,PlanMember Securities Corporation East Wenatchee WA 667 Grant Rd,,,Salesforce
11255239,Inactive Investor,Theresa LeChard,Client Advisor;Senior Wealth Associate,The Joseph Group Capital Management,theresa.lechard@josephgroup.com,,Salesforce
11055558,Inactive Investor,Tyler Matchack,,"MML Investors Services, LLC Chattanooga TN 7213 Noah Reid Rd",,,Salesforce
11028178,Inactive Investor,Irma Passarelli,,J.P. Morgan Securities LLC Raleigh NC 8101 Brier Creek Pkwy,irma.passarelli@jpmorgan.com,,Salesforce
10848788,Inactive Investor,Jemuel Abarientos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",jem.abarientos@ml.com,,Salesforce
184131,,Willins Celestin,,[Unknown],wcelestin24@gmail.com,,Paid Social
11116764,Inactive Investor,Alexandros Manolelis,,"Wells Fargo Clearing Services, LLC Dallas TX 4232 Lemmon Ave",lex.manolelis@wellsfargo.com,,Salesforce
10806789,Inactive Investor,Kimberly Gruber,,"Wells Fargo Clearing Services, LLC Provo UT 86 N University Ave",kimberly.gruber@wellsfargo.com,,Salesforce
372157,,Huiling Jin,,United States,rella.jin@yahoo.com,,Salesforce
11207864,Inactive Investor,Samantha Kim,Wealth Advisor Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9643862,,jam ka,,,jeffkauffmanjr@gmail.com,,List import
11204726,Inactive Investor,Charles Strlekar,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC",charles.strlekar@tiaa.org,,Salesforce
220671,,PJ AMIN,,[Unknown],pj.amin@hotmail.com,,Direct
10914012,Inactive Investor,Claudia Ochoa-Espejo,Vice President,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",claudia.ochoa@raymondjames.com,,Salesforce
10773295,Inactive Investor,William Blick,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",andy.blick@ml.com,,Salesforce
11094139,Inactive Investor,Ray Stark,Financial Associate,Thrivent Investment Management Inc. Harrisburg PA Private Residence,ray.stark@thrivent.com,,Salesforce
11030102,Inactive Investor,Darlene Shaw,,"IFP Securities, LLC Dublin OH 6609 Riverside Dr",,,Salesforce
110336,,Bruce Hotaling,,Hotaling Investment Management LLC,bhotaling@hotalingllc.com,,
10842497,Inactive Investor,Charles Pals,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
10870120,Inactive Investor,Steven Krikul,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",steven.krikul@ml.com,,Salesforce
248823,,Julia Durigan,Bageera Team,Bageera,julia.durigan@bageera.co,,Manual List Upload
9617936,,Gregory Bowes,,,gbowes@albrightcapital.com,,List import
11020254,Inactive Investor,David Leder,,United Planners' Financial Services of America A Limited Partner Chapel Hill NC 50101 Governors Dr,,,Salesforce
9628853,,Jean Etchepare,,,big_apple_lou@yahoo.com,,List import
11206296,Inactive Investor,Paul Jackson,Branch Manager;Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",paul.jackson@ampf.com,,Salesforce
188988,,Rodney Jones,,[Unknown],jonesr4590@gmail.com,,
9626236,,Walter Parks,,,weprkz@gmail.com,,List import
11038351,Inactive Investor,David Rolstad,,"Farmers Financial Solutions, LLC Osseo MN 7200 Hemlock Ln N",drolstad@farmersagent.com,,Salesforce
10955523,Inactive Investor,Kurt Schmiemann,Senior Client Service Associate,"Raymond James & Associates, Inc. Chapel Hill NC 101 Glen Lennox Dr",kurt.schmiemann@raymondjames.com,,Salesforce
11156510,Inactive Investor,Sean Rogers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",,,Salesforce
11071124,Inactive Investor,Charisa Henckel,Financial Advisor,Edward Jones Salem OR 530 Center St NE,charisa.henckel@edwardjones.com,,Salesforce
10866934,Inactive Investor,John Seagrave,Investment Advisor Representative;Partner,"Barron Financial Group, LLP",jseagrave@barronfinancialgroup.com,,Salesforce
10611670,,Richard Curtis,"Senior Vice President - Wealth Management, Wealth Advisor",,richard.curtis@ubs.com,,List Import
11033234,Inactive Investor,Matthew Delaney,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10992079,Inactive Investor,Ryan Laux,,"The Leaders Group, Inc.",,,Salesforce
244087,,Drew Howell,Compliance,Fusion Capital Management,ahowell@foley.com,18662544235,Manual List Upload
9574825,,Rosemary Campo,,,rcampo@vanderbiltsecurities.com,,List import
10862600,Inactive Investor,Dean Mackey,,Edward Jones Sarasota FL Private Residence,dean.mackey@edwardjones.com,,Salesforce
9640143,,Sandy Houston,,,shouston@metcalffoundation.com,,List import
11106786,Inactive Investor,Mark Nicholas,Founder,Transform Retirement,mark@transformretirement.com,,Salesforce
10909011,Inactive Investor,James Devore,,"Allstate Financial Services, LLC Houston TX 1112 W 11th St",jamesdevore@allstate.com,,Salesforce
10757848,Inactive Investor,Brianna Reyes,Portfolio Associate,Morgan Stanley San Francisco CA 555 California St,brianna.reyes@morganstanley.com,,Salesforce
10907901,Inactive Investor,Richard Alexander,,NYLIFE Securities LLC Mobile AL 1110 Montlimar Dr,rtalexander@ft.newyorklife.com,,Salesforce
9548203,,James Molster,,,james.molster@voyafa.com,,List import
10958223,Inactive Investor,David Vitti,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",david.vitti@bernstein.com,,Salesforce
11064048,Inactive Investor,Kenneth Brothers,,PFS Investments Inc. Alliance OH 22109 State Rte 62,kenneth.brothers@primerica.com,,Salesforce
343035,,Tom Walker,"Investment Director, Global Equities",Martin Currie Inc,twalker@martincurrie.com,441-312-295252,Manual List Upload
9637981,,John Tuck,,,jtuck@psrsmo.org,,List import
10827585,Inactive Investor,Thy Yan,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",thy.yan@wellsfargoadvisors.com,,Salesforce
10854924,Inactive Investor,Leigh Schield,Senior Service Associate,Morgan Stanley Scranton PA 111 N Washington Ave,,,Salesforce
11207344,Inactive Investor,Connor Dancho,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",connor.dancho@equitable.com,,Salesforce
10850058,Inactive Investor,Tony Minami,Financial Advisor,"Osaic Wealth, Inc. Salinas CA Private Residence",tminami@royalaa.com,,Salesforce
11025531,Inactive Investor,William Rowe,Investment Advisor Representative,Founders Financial Securities LLC Dayton OH 1800 Lyons Rd,,,Salesforce
8480980,,Juyun Lu,Investment Strategist,Bank of America,juyun.lu@bofa.com,,List Import
10976067,Inactive Investor,Cole Smith,,LPL Financial LLC Iron Mountain MI 110 E B St,,,Salesforce
43514,,Mark Olson,Insurance Agent,Eagle Strategies LLC,mdolson@ft.newyorklife.com,908-698-4339,
11104063,Inactive Investor,Christopher Omlin,Financial Advisor;Financial Planning Specialist,Morgan Stanley Yakima WA 3909 Castlevale Rd,christopher.omlin@morganstanley.com,,Salesforce
10646029,,Alexis Garcia,,,alex.garcia@chase.com,,List Import
335367,,Jerry Neisel,"COO, Treasurer",Kainos (tx) Capital Lp,jneisel@kainoscapital.com,214-740-7300,Manual List Upload
9546544,,Tim van Beek,,,timwido@gmail.com,,List import
11221360,,Jamie Mayo,,,mayoj@hallcapmgt.com,,List Import
10777573,Inactive Investor,Aaron White,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,aaron.white@morganstanley.com,,Salesforce
10850040,Inactive Investor,Alton Thiele,,"Avantax Investment Services, Inc. Belton TX 300 E Avenue C",,,Salesforce
10756653,Inactive Investor,Travis Mudd,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",tj.mudd@ml.com,,Salesforce
11119952,Inactive Investor,James Edwards,,LPL Financial LLC Scottsdale AZ 7047 E Greenway Pkwy,jim.edwards@lpl.com,,Salesforce
337435,,Jeanny Tsou,Senior Vice President,Rcg Longview,jtsou@rcglongview.com,212-356-9200,Manual List Upload
10839135,Inactive Investor,John Giese,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",john.giese@rbc.com,,Salesforce
10914163,Inactive Investor,Randall Moore,,"Parkland Securities, LLC Colorado Springs CO 1425 N Union Blvd",,,Salesforce
11085670,Inactive Investor,Veronica Cereceda,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",veronica.cereceda@alexbrown.com,,Salesforce
10925424,Inactive Investor,Dwight Levins,,PFS Investments Inc. Friendswood TX 1506 E Winding Way Dr,dlevins@primerica.com,,Salesforce
9602429,,Patricia Mccandless,,,pmccandless@bukaty.com,,List import
11025775,Inactive Investor,Jose Trejo,,PFS Investments Inc. Redlands CA 721 Nevada St,jose.trejo@primerica.com,,Salesforce
10590194,,Randy Zlobec,,,priorityheating631@icloud.com,,Web Form Fillout
10696244,,Ryan Williams,,Swan Global Investments,ryan.williams@swanglobalinvestments.com,,List Import
10768839,Inactive Investor,Irving Abram,,Edward Jones Florissant MO Private Residence,irving.abram@edwardjones.com,,Salesforce
11217300,,William Foley,,,william.foley@ampf.com,,Other
10617256,,Peter St Aubin,,,peter.staubin@edwardjones.com,,List Import
11178039,Inactive Investor,Matthew Aquino,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,matthew_aquino@vanguard.com,,Salesforce
11127497,Inactive Investor,Bryce Hemker,,"Osaic Wealth, Inc. Farmington MI 30680 W 12 Mile Rd",,,Salesforce
9632731,,EDDY CABRERA,,,fsteddy@sbcglobal.net,,List import
9632818,,Maxime Bodnar,,,maxbodnar@gmail.com,,List import
10645341,,Shannon Hahn,,,shannon.hahn@mfin.com,,List Import
11114816,Inactive Investor,Eric Kiel,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",ekiel@financialguide.com,,Salesforce
10902006,Inactive Investor,Charles Daniels,,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,charles.daniels@primerica.com,,Salesforce
11144707,Inactive Investor,Nathan Frederico,Managing Member;President,Agave Wealth Advisors,nathan@agavewealth.com,,Salesforce
11235307,Inactive Investor,Aleksandra Kurzydlowski,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC",akurzydlowski@cressetcapital.com,,Salesforce
9584373,,Wendy Williquette,,,wendy.williquette@transamerica.com,,List import
9595380,,Lori Daff-siggins,,,ldaff-siggins@carsoninstitutional.com,,List import
11199739,Inactive Investor,Brent Davis,Financial Advisor,Edward Jones Springfield IL 3004 Happy Landing Dr,brent.davis@edwardjones.com,,Salesforce
9568698,,Thomas -,,,reedynow@aol.com,,List import
10645000,,Tina Lazar,,,tina.lazar@nuveen.com,,List Import
10803345,Inactive Investor,Anthony Hubick,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Buffalo Grove IL 2150 E Lake Cook Rd",anthony.j.hubick@rbc.com,,Salesforce
9626154,,Miguel Mercado,,,merc12378@gmail.com,,List import
9647015,,Brian Cassin,,,brian.cassin@raymondjames.com,,List import
10925679,Inactive Investor,Robert Thompson,,"Osaic Wealth, Inc. Pensacola FL Private Residence",,,Salesforce
11185034,Inactive Investor,Craig Foster,Wealth Supervisor,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,craig.foster@us.hsbc.com,,Salesforce
9607761,,Andres Uzquiano,,,uzquiano88@gmail.com,,List import
10615984,,Salman Deen,,,salman.deen@ml.com,,List Import
9606088,,Gürkan Y?lmaz,,,gurkandeli39@gmail.com,,List import
349160,,Robert Nelson,President & Elected Manager,Gradient Wealth Management,rnelson@gradientsecurities.com,866-991-1539,Manual List Upload
11029973,Inactive Investor,Mandy Roberts Wright,Financial Advisor,Thrivent Investment Management Inc. Rothschild WI 411 Grand Ave,mandy.wright@thrivent.com,,Salesforce
10932784,Inactive Investor,Donald Davis,Financial Advisor,Edward Jones Rainbow City AL 118 Church St,don.davis@edwardjones.com,,Salesforce
11170608,Inactive Investor,Tristan Montgomery,Private Client Banker;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",tristan.montgomery@ml.com,,Salesforce
11033403,Inactive Investor,Robert Bove,,United Advisor Group Cincinnati OH 7801 Beechmont Ave,,,Salesforce
9640698,,Ryan Clark,,,ryan.m.clark16@gmail.com,,List import
11065488,Inactive Investor,Pamela Reynoso,,"GBM International, Inc.",,,Salesforce
11180617,Inactive Investor,Graig Dedomenic,Regional Vice President,PFS Investments Inc. Youngstown OH 5437 Mahoning Ave,graig.dedomenic@primerica.com,,Salesforce
10657236,,Jeffrey Carpenter,,,jcarpenter@williamblair.com,,List Import
9615948,,kianoosh kazemi,,,psycho7@outlook.com,,List import
10933868,Inactive Investor,Dorian Holmes,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Greenville SC 1720 Woodruff Rd",,,Salesforce
10990753,Inactive Investor,Julie Ballantine,,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",julie.ballantine@nm.com,,Salesforce
11218686,,Kelsey George,,,kelsey.george@rbc.com,,Other
10696027,,Rachel Delevante,,BNY Mellon,rachel.delevante@bnymellon.com,,List Import
10752574,Inactive Investor,Roddy Loveless,Financial Advisor,Edward Jones Wadsworth OH 1392 High St,roddy.loveless@edwardjones.com,,Salesforce
10658892,,Dawid Wolinski,,,dawid.wolinski@chase.com,,List Import
11133727,Inactive Investor,Jesse Ingram,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
11235744,Inactive Investor,Kyle Svetlik,Wealth Manager,"Annex Wealth Management, LLC",ksvetlik@annexwealth.com,,Salesforce
11183504,Inactive Investor,Erik Scudder,Financial Planner,Integrated Wealth Concepts LLC Fairfax VA 4000 Legato Rd,erik.scudder@ifpadvisor.com,,Salesforce
9632506,,John Slang,,,Phornlerd@gmail.com,,List import
11254177,Inactive Investor,Jack Trepanier,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10883882,Inactive Investor,Rachel Couch,Financial Planning Specialist,"Ameriprise Financial Services, LLC McAllen TX 5407 N McColl Rd",rachael.franklin@ampf.com,,Salesforce
9595064,,Jack Lowe,,,jacklowe@perrodelsol.com,,List import
9586125,,James Dubreuil,,,therealdubreal@gmail.com,,List import
10752800,Inactive Investor,Jeffrey Peterson,,"Concourse Financial Group Securities, Inc. Phoenix AZ 4545 N 12th St",jeffrey.peterson@concoursefinancial.com,,Salesforce
11035266,Inactive Investor,Linda Sirois,Financial Consultant,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",linda.sirois@wellsfargoadvisors.com,,Salesforce
11188248,Inactive Investor,Jared Mott,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jared.mott@ml.com,,Salesforce
11062655,Inactive Investor,Jospeh Greer,,State Farm VP Management Corp. Rockwall TX 705 S Goliad St,,,Salesforce
11158976,Inactive Investor,Jock Bovington,Investment Advisor Representative,LPL Financial LLC Helena MT 27 Neill Ave,jock.bovington@lpl.com,,Salesforce
10875326,Inactive Investor,John Pink,,"Kestra Investment Services, LLC Wappingers Falls NY 3 Nancy Ct",,,Salesforce
10900976,Inactive Investor,James Fee,,Vanguard Marketing Corporation,james_fee@vanguard.com,,Salesforce
9582523,,Dominick Parillo,,,dparillo@savantcapital.com,,List import
11113602,Inactive Investor,Dayron Garcia,,"Wells Fargo Clearing Services, LLC Miami FL 2100 Ponce De Leon Blvd",dayron.garcia@wellsfargo.com,,Salesforce
11012737,Inactive Investor,Marcus Robinson,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,marcusalphonzorobinson@primerica.com,,Salesforce
11061148,Inactive Investor,Kevin Keaveney,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",kevin_keaveney@ml.com,,Salesforce
10983009,Inactive Investor,Shane Hamashige,,"Osaic Wealth, Inc. Westlake Village CA 2945 Townsgate Rd",,,Salesforce
11096293,Inactive Investor,Chinonyerem Eluwa-Chukwu,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",helen_eluwa-chukwu@ml.com,,Salesforce
10792129,Inactive Investor,Nicholas Davis,Financial Advisor,Edward Jones Chesterfield MO 14755 N Outer 40 Rd,,,Salesforce
9556951,,Tylan Sparks,,,sparksinc4@gmail.com,,List import
11075856,Inactive Investor,Eunice Kim,,NYLIFE Securities LLC New York NY 420 Lexington Ave,eunicekim@ft.newyorklife.com,,Salesforce
9645160,,John Smith,,,research@newworld-institute.com,,List import
10771490,Inactive Investor,Keith Kleinman,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Wilkes Barre PA 613 Baltimore Dr,kkleinman@janney.com,,Salesforce
10836641,Inactive Investor,Susan Cade,Financial Advisor,Edward Jones Fairhope AL 405 Johnson Ave,sue.cade@edwardjones.com,,Salesforce
9612403,,John Johnson,,,john.johnson@avivainvestors.com,,List import
10767563,Inactive Investor,Gary Wood,,UBS Financial Services Inc. Syracuse NY 440 S Warren St,gary.wood@ubs.com,,Salesforce
11178793,Inactive Investor,Monica Ballard,Associate General Counsel;Secretary,The Huntington Investment Company,monica.ballard@huntington.com,,Salesforce
10807908,Inactive Investor,Theodore Chiappini,Financial Advisor,Edward Jones Asheville NC 53 N Market St,chip.chiappini@edwardjones.com,,Salesforce
11186461,Inactive Investor,John Coghlan,,"Osaic Wealth, Inc. San Diego CA 4370 La Jolla Village Dr",,,Salesforce
11216977,,Joseph Culley,,,jculley@jmsonline.com,,Other
11235477,Inactive Investor,Joshua Nunn,Associate Advisor,Centura Wealth Advisory,jnunn@centurawealth.com,,Salesforce
57795,,Albert Burns,Financial Advisor,"CUSO Financial Services, L.P.",barry.burns@cusonet.com,858-530-4400,
11070943,Inactive Investor,Michael Greenfield,,Morgan Stanley San Francisco CA 555 California St,michael.greenfield@morganstanleypwm.com,,Salesforce
10986265,Inactive Investor,Arthur Chen,,"W&S Brokerage Services, Inc. Ontario CA 3536 Concours",art.chen@wslife.com,,Salesforce
10914663,Inactive Investor,Wenyang Xu,,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
10912990,Inactive Investor,Kiley Britt,,J.P. Morgan Securities LLC,kiley.britt@jpmorgan.com,,Salesforce
2171381,,Brian Campbell,,[Unknown],briantca1981@gmail.com,,
11092173,Inactive Investor,Orazio Difruscolo,,Country Capital Management Company Saint Charles IL 1118 E Main St,orazio.difruscolo@countryfinancial.com,,Salesforce
10865126,Inactive Investor,Nicole Smith,,State Farm VP Management Corp.,,,Salesforce
11054052,Inactive Investor,Nikolas Gumeson,,"IFP Securities, LLC Twin Falls ID 383 Shoshone St N",,,Salesforce
11086941,Inactive Investor,Stephen Patterson,,"DFPG Investments, LLC Windsor CO 1230 W Ash St",,,Salesforce
11186554,Inactive Investor,Michael Coats,,J.P. Morgan Securities LLC Greenwood IN 565 S State Road 135,michael.t.coats@jpmorgan.com,,Salesforce
4510088,,Renny Jen,,,angelinayorn@aamiin.com,,Web Form Fillout
11221384,,Nicholas Matzelle,,,nicholas.matzelle@ubs.com,,List Import
11179747,Inactive Investor,Kristin Shorman,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",,,Salesforce
10775803,Inactive Investor,Andrew Shaw,Financial Advisor;Supervisor - Managers,Janney Montgomery Scott LLC,ashaw@janney.com,,Salesforce
9559729,,Marti Bryant,,,mycredentialsandresume@gmail.com,,List import
85747,,Gregory Levengood,"Financial Advisor, Financial Professional","Voya Financial Advisors, Inc.",greg.levengood@voya.com,,
11163679,Inactive Investor,Eric Schwartz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 6404 NE 117th Ave",,,Salesforce
11146618,Inactive Investor,Cristina Carew,,Morgan Stanley Marlton NJ 303 Lippincott Dr,,,Salesforce
10872151,Inactive Investor,Nicholas Sabatello,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
180516,,Jiahui Yang,,[Unknown],27590845@qq.com,,
10947391,Inactive Investor,Patrick Walsh,Wealth Advisor,"Buckingham Strategic Wealth, LLC Cincinnati OH 8044 Montgomery Rd",pwalsh@buckinghamgroup.com,,Salesforce
9634163,,Claudio Pustelnik,,,cpustelnik@gmail.com,,List import
11034913,Inactive Investor,Madison Mooney,,"Calton & Associates, Inc.",mmooney@calton.com,,Salesforce
9595910,,Robert Hesslink,,,rhesslink@fscadvisor.com,,List import
10930883,Inactive Investor,Mark Quinones,,LPL Financial LLC Lindenhurst NY 1 Montauk Hwy,mark.quinones@lpl.com,,Salesforce
10758260,Inactive Investor,Allen Raducha,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",allen.raducha@rbc.com,,Salesforce
11217909,,Sydnee Lubar,,,sydnee.lubar@jpmorgan.com,,List Import
11160727,Inactive Investor,Timothy Goodrich,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,timothy_goodrich@vanguard.com,,Salesforce
11035631,Inactive Investor,James Lacewell,Financial Advisor,Edward Jones Spring Branch TX 18568 Forty Six Pkwy,james.lacewell@edwardjones.com,,Salesforce
11212114,Inactive Investor,Kevin McBride,,LPL Financial LLC Berkeley Heights NJ 391 Springfield Ave,,,Salesforce
9607789,,Chai Moua,,,tuknt7@mail.com,,List import
9558598,,Andrew Jarrous,,,trojanfan129@hotmail.com,,List import
11099412,Inactive Investor,John Furuichi,,Cetera Advisor Networks LLC Torrance CA 1609 Border Ave,furuichij@ceteranetworks.com,,Salesforce
11070625,Inactive Investor,Aya Hamilton,,Goldman Sachs & Co. Seattle WA 401 Union St,aya.hamilton@gs.com,,Salesforce
11151371,Inactive Investor,Debbie Landon,Senior Client Service Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,debbie.clemens@ubs.com,,Salesforce
11237206,Inactive Investor,Michel Swanson,Lead Advisor,"Stordahl Capital Management, Inc.",,,Salesforce
11133726,Inactive Investor,Ashley Wright-Schmoldt,,"U.S. Bancorp Investments, Inc. Racine WI 4701 Washington Ave",,,Salesforce
10967566,Inactive Investor,Lisa Huck,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,lhuck@primerica.com,,Salesforce
10981291,Inactive Investor,Eren Bakhet,,Santander Securities LLC Jersey City NJ 9 Path Plz,eren.bakhet@santander.us,,Salesforce
10913361,Inactive Investor,Walter Huber,,"Western International Securities, Inc.",,,Salesforce
11198905,Inactive Investor,Sandeep Singh,Private Client Investment Associate,J.P. Morgan Securities LLC Beverly Hills CA 9245 Wilshire Blvd,sandeep.singh@jpmorgan.com,,Salesforce
10774947,Inactive Investor,Qing Zhou,Senior Financial Advisor;Senior Portfolio Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jessica.q.zhou@ml.com,,Salesforce
10819007,Inactive Investor,James Carolan,,Deutsche Bank Securities Inc.,,,Salesforce
11024378,Inactive Investor,John Caywood,,State Farm VP Management Corp. Champaign IL 501 E University Ave,johncaywood@statefarm.com,,Salesforce
11096994,Inactive Investor,Kathrin Raab,Chief Compliance Officer;Founding Partner,Sugarwood Financial Charlotte NC 2015 Ayrsley Town Blvd,kathrin.raab@sugarwoodfinancial.com,,Salesforce
9626231,,Jessica Darnell,,,jeslynn428@gmail.com,,List import
5184739,,Sanjay Turner,,,san79t@msn.com,,Web Form Fillout
10489505,,Tyler Theriault,"Senior Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",tyler.theriault@ml.com,469-294-7962,List Import
52798,,Christen Countryman,Financial Professional,"Voya Financial Advisors, Inc.",chris.countryman@voyafa.com,712-873-3123,
11047209,Inactive Investor,Hugo Frausto,Financial Advisor;Portfolio Manager,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,,,Salesforce
9606673,,Gerald Tylman,,,jtylman@greenway-solutions.com,,List import
48475,,Luca Capriotti,,United States,luca.capriotti@gmail.com,,
9630429,,Shervin Beyk,,,shervin@berkeley.edu,,List import
197699,,Mitul Kathuria,,[Unknown],mitulkathuria@gmail.com,,Webinar
10888215,Inactive Investor,John Sturtevant,Chief Compliance Officer;Founder;Managing Member,"GuideSource Capital Management, LLC",,,Salesforce
10645854,,Thiago Alfaia,,,talfaia@marathon-cap.com,,List Import
343998,,Ethan Powell,"Chief Investment Officer, Principal",Brookmont Capital Management,ethanpowell@impactshares.org,469-442-8424,Manual List Upload
10877428,Inactive Investor,Danielle Darling,Financial Advisor,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,danielle.darling@lpl.com,,Salesforce
11003698,Inactive Investor,Elisha Eichas,,PFS Investments Inc. Greenville SC 81 Pointe Cir,eeichas@primerica.com,,Salesforce
11031230,Inactive Investor,Richard Machado,,"Cambridge Investment Research, Inc. Unionville CT 218 River Rd",richard.machado@cambridgeresource.com,,Salesforce
208259,,Brendan Gomez,,[Unknown],brendan.gomez3@gmail.com,,source
2498018,,"MD, Monajir MD, Monajir",,,mdmonajirmdmonajir687@gmail.com,,
9553521,,Carlos Carlos,,,ccalvo.notificaciones@gmail.com,,List import
10958283,Inactive Investor,Sean Hardin,,"Moloney Securities Co., Inc.",shardin@moseco.com,,Salesforce
10935998,Inactive Investor,Austin Riedel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",austin.riedel@schwab.com,,Salesforce
11155568,Inactive Investor,James McKeone,,FAS Corp. Hingham MA 18 Shipyard Dr,mckeonej@faskc.com,,Salesforce
10892898,Inactive Investor,Stacy Millard,,Thrivent Investment Management Inc. Lakefield MN 311 Main St,stacy.millard@thrivent.com,,Salesforce
10922117,Inactive Investor,Evan Salke,Investment Advisor Representative;Principal,Alpine Peaks Consulting,,,Salesforce
11065048,Inactive Investor,Steven Elkins,,Momentum Independent Network Inc. Fort Smith AR 2600 Market Trce,selkins@hilltopnetwork.com,,Salesforce
10785201,Inactive Investor,Mailyn Ferrin,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9618980,,zhi yang,,,yzpharmacy@gmail.com,,List import
11118762,Inactive Investor,Zaneh Gonzalez Romaine,,"Truist Investment Services, Inc. Ocala FL 4414 SW College Rd",zromaine@truist.com,,Salesforce
10810858,Inactive Investor,Gary McGovern,Financial Advisor,Janney Montgomery Scott LLC Boston MA 60 State St,,,Salesforce
10974038,Inactive Investor,Cindy Neipert,,"Allstate Financial Services, LLC Coeur D Alene ID 1621 N 3rd St",,,Salesforce
10613456,,Jack Herling,"Assistant Vice President, Senior Financial Advisor",,jack_herling@ml.com,,List Import
10645104,,Jeremy Eaton,,,jeremy.eaton@calton.com,,List Import
10902075,Inactive Investor,Brady Buskirk,Senior Financial Advisor,Sowell Management Gig Harbor WA 3312 Rosedale St NW,,,Salesforce
10972826,Inactive Investor,Marco Rodriguez,Investment Advisor,Westwind Capital,mrodriguez@spenceassetmanagement.com,,Salesforce
11131572,Inactive Investor,Jack Willis,,Edward Jones Glenwood Springs CO 902 Colorado Ave,,,Salesforce
10796255,Inactive Investor,Matthew Aliaga,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Miamisburg OH 10100 Innovation Dr",matthew.aliaga@wellsfargoadvisors.com,,Salesforce
119870,,Carol Newman,"Compliance Officer, Compliance Specialist, Regulatory Contact","Wingate Wealth Advisors, Inc.",carol.newman@wingatewealthadvisors.com,,
10833595,Inactive Investor,Paul Schofield,Financial Consultant,LPL Financial LLC Dedham MA Private Residence,paul.schofield@lpl.com,,Salesforce
11038399,Inactive Investor,Adriano Gomes,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
339027,,Martin Zieff,Partner,"Alcion Ventures, L.p.",mzieff@alcionventures.com,617-603-1000,Manual List Upload
231202,,Blockchain Momentum LP,,[Unknown],info@bcmomentum.com,,
11194841,Inactive Investor,Demetrius Moore,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,dmoore@primerica.com,,Salesforce
11084399,Inactive Investor,Luis Chaves-Orrego,,LPL Financial LLC Houston TX 5718 Westheimer Rd,luis.chavesorrego@lpl.com,,Salesforce
10617532,,Bradley Weiss,,,bradley.weiss@equitable.com,,List Import
246023,,Not Provided,Legislative aid,Ridge Policy Group,cmoffat@ridgepolicygroup.com,,Manual List Upload
10837918,Inactive Investor,Michael Scalera,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10864633,Inactive Investor,William Miller,,Purshe Kaplan Sterling Investments West Chester PA 1233 Waterford Rd,wmiller@pksinvest.com,,Salesforce
10938128,Inactive Investor,Adam McKay,,Cetera Financial Specialists LLC Tampa FL 5422 Bay Center Dr,adam.mckay@ceterafs.com,,Salesforce
11162071,Inactive Investor,Kevin Koch,,"Northwestern Mutual Investment Services, LLC Florence SC 1831 W Evans St",kevin.koch@nm.com,,Salesforce
11105413,Inactive Investor,Jamie Richard,Financial Advisor,Edward Jones Shelby NC 1427 E Marion St,jamie.richard@edwardjones.com,,Salesforce
10885872,Inactive Investor,Jason Barba,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Minneapolis MN 3601 Minnesota Dr",jason.barba@schwab.com,,Salesforce
11084289,Inactive Investor,Raoul Dubery,Financial Advisor;Financial Consultant,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",,,Salesforce
179789,,lukai yang,,[Unknown],35349092@qq.com,,Organic Search
9547243,,Catherine Evans,,,cevans@firstrepublic.com,,List import
11206054,Inactive Investor,Doris Dollar-Kuretich,Financial Advisor,LPL Financial LLC New Braunfels TX 2111 Interstate 35 S,doris.dollar@lpl.com,,Salesforce
10980825,Inactive Investor,Cameron Wilson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Minneapolis MN 6996 France Ave S",,,Salesforce
10839326,Inactive Investor,Erik Rosvold,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3600 Minnesota Dr",erik.c.rosvold@ampf.com,,Salesforce
10930539,Inactive Investor,Lynnell Hahn,,"N.I.S. Financial Services, Inc.",,,Salesforce
9638464,,Bruce Stillman,,,stillman@cshl.edu,,List import
10878481,Inactive Investor,Patricia Linekin,Relationship Manager;Vice President,Key Investment Services LLC Pearl River NY 93 N Middletown Rd,patricia_linekin@keybank.com,,Salesforce
11090461,Inactive Investor,Andrew Rome,,"Signature Estate Securities, Inc.",,,Salesforce
10961295,Inactive Investor,Tyler Hinkson,Chief Compliance Officer;Managing Member,"Think Financial Strategies, LLC",tyler@thinkfinancialstrategies.com,,Salesforce
10914151,Inactive Investor,Brenda Bahena,Financial Advisor,Morgan Stanley Hot Springs National Park AR 4262 Central Ave,brenda.bahena@morganstanley.com,,Salesforce
10877138,Inactive Investor,Hernan Tamayo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 9705 NW 41st St",hernan.tamayo@ml.com,,Salesforce
11168198,Inactive Investor,Robert Neuman,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Worth FL 4901 S Military Trl",robert.neuman@wellsfargo.com,,Salesforce
10887586,Inactive Investor,Susan Malloy,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"M Capital Wealth Management, LLC",susan@mcapitalwealth.com,,Salesforce
10852967,Inactive Investor,Joshua Klein,Principal,"OneAmerica Securities, Inc.",josh.klein@oneamerica.com,,Salesforce
9571735,,Jason Alward,,,jalward@hbkswealth.com,,List import
11207232,Inactive Investor,Bret Parrish,Director;Managing Director - Private Client Group;Owner;Principal,"Johnson Investment Counsel, Inc.",bparrish@johnsoninv.com,,Salesforce
10824343,Inactive Investor,David Mulhall,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Middlebury CT 530 Middlebury Rd,david.mulhall@lpl.com,,Salesforce
10977027,Inactive Investor,John Pesano,,"Osaic Wealth, Inc. McKinney TX 5900 S Lake Forest Dr",,,Salesforce
10989733,Inactive Investor,Nicholas Prokai,Financial Advisor,"Wellington Wealth Strategies, LLC",,,Salesforce
9602610,,Mauricio Jofre,,,metodomauriciojofre@gmail.com,,List import
10981117,Inactive Investor,Scott Cummins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11197785,Inactive Investor,Matthew Danahy,Financial Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10878669,Inactive Investor,Matthew Ciaglia,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_ciaglia@vanguard.com,,Salesforce
11099741,Inactive Investor,Douglas Garcia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10921188,Inactive Investor,Yvonne Harmon,Financial Advisor,LPL Financial LLC Charlottesville VA 2309 Commonwealth Dr,yvonne.harmon@lpl.com,,Salesforce
3041974,,ROBERTO Vogel Holik,,,robertoholik2017@gmail.com,,
10911848,Inactive Investor,Christopher Robbins,Investment Advisor;Principal,Bartlett & Co. Wealth Management LLC,crobbins@bartlett1898.com,,Salesforce
11020079,Inactive Investor,Jude Ikekhua,,HSBC Securities (USA) Inc.,,,Salesforce
9569668,,Chris Innes,,,cinnes100@gmail.com,,List import
10860939,Inactive Investor,Timothy Esther,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10953598,Inactive Investor,David Holton,Financial Advisor,Edward Jones Columbia SC 113 Barton Creek Ct,david.holton@edwardjones.com,,Salesforce
11209594,Inactive Investor,William Henderlong,,Jefferies LLC,whenderlong@jefferies.com,,Salesforce
243234,,Candice Licht,Operations Manager,Ankerstar Wealth,candice@ankerstarwealth.com,15126140085,Manual List Upload
10902958,Inactive Investor,Kent Norris,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Coast FL 4850 Belle Terre Pkwy",kent.norris@ml.com,,Salesforce
228503,, -,,[[Unknown]],pauleide@gmail.com,,
11093818,Inactive Investor,Davis Deringer,Client Service Associate,Commonwealth Financial Network Cherry Hill NJ 51 Haddonfield Rd,davis.deringer@lfg.com,,Salesforce
10986016,Inactive Investor,Ethan Gannuch,,"Keel Point Capital, LLC",egannuch@keelpoint.com,,Salesforce
347017,,Eric Miller,Managing Member & Senior Financial Advisor & CCO,Econologics Financial Advisors,eric.miller@econologics.com,727-588-1540,Manual List Upload
236055,,Aziz -,,Aziz [[Unknown]],azizakie954@gmail.com,,
11143233,Inactive Investor,Jessica Dehoyos,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,jessica.dehoyos@jpmorgan.com,,Salesforce
11097985,Inactive Investor,Mary Ryan,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10770873,Inactive Investor,James Hemenway,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Portage MI 7995 Moorsbridge Rd",james.hemenway@raymondjames.com,,Salesforce
10938243,Inactive Investor,Joseph Dipietro,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,joseph.dipietro@primerica.com,,Salesforce
10945223,Inactive Investor,Daniel Slattery,,"Bankers Life Securities, Inc. Milford CT 185 Plains Rd",daniel.slattery@bankerslife.com,,Salesforce
10796570,Inactive Investor,Wendy Meyer,Assistant Vice President;Relationship Manager;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",wendy.m.meyer@ml.com,,Salesforce
11100228,Inactive Investor,John Delaney,,Cetera Advisor Networks LLC Johnston IA 5530 West Pkwy,john.p.delaney@ceterawealth.com,,Salesforce
11203702,Inactive Investor,Paula Verity,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Regulatory Contact,Verity Investment Partners Edwards CO 175 Main St,paula@verityvip.com,,Salesforce
11052306,Inactive Investor,Nahela Rodriguez,,J.P. Morgan Securities LLC Naples FL 2480 Vanderbilt Beach Rd,nahela.rodriguez@chase.com,,Salesforce
344022,,Ronan Bradley,"Head, Quantitative Research",Irish Life Investment Managers Limited,ronan.bradley@ilim.com,003-531-7041200,Manual List Upload
10994477,Inactive Investor,Katharine Cook,,"Ameritas Investment Company, LLC",katie.cook@ameritas.com,,Salesforce
11018031,Inactive Investor,Stacey Kirkpatrick,,"Raymond James Financial Services, Inc. Dallas TX 18333 Preston Rd",,,Salesforce
11232094,Inactive Investor,Caitlin Kraft,Client Assistant,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,ckraft@rwbaird.com,,Salesforce
9600178,,Yao Yao,,,yaotard@bu.edu,,List import
11061370,Inactive Investor,Danielle Danner,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",danielle.danner@ml.com,,Salesforce
11203587,Inactive Investor,Elizabeth Colt,Partner,J.M. Forbes & Co. LLP,ec@jmforbes.com,,Salesforce
10875972,Inactive Investor,Jordan Browning,Associate Financial Advisor,"Ameriprise Financial Services, LLC Fort Mitchell KY 130 Dudley Pike",jordan.browning@ampf.com,,Salesforce
9567029,,Lara M,,,lara.mctaaffe@gmail.com,,List import
9542721,,William Corder,,,bill@manningwm.com,,List import
10487577,,Brendan Light,,Morgan Stanley,brendan.light@morganstanley.com,,List Import
243369,,Erin Furtado,"Vice President, Wealth Solutions",BNY Mellon Pershing,erin.furtado@bnymellon.com,12127457456,Manual List Upload
9642947,,Mike Hagenson,,,mikehagenson@gmail.com,,List import
9638358,,Steven Schloenbach,,,sschloenbach@akroncf.org,,List import
10924785,Inactive Investor,Dennis Klees,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,dennis.klees@fidelity.com,,Salesforce
11045083,Inactive Investor,Michael Flanagan,,"Osaic Wealth, Inc. Onalaska WI 3033 E Main St",mflanagan@royalaa.com,,Salesforce
4973640,,linda ounda,,,pafir79680@jernang.com,,Web Form Fillout
11067613,Inactive Investor,Shawn Walker,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,shawn.walker@primerica.com,,Salesforce
10619552,,Anne Marie Woodrich,,,annemarie@totalclaritywealth.com,,List Import
10611283,,Paul Bortnick,Financial Advisor,,paul.a.bortnick@ampf.com,,List Import
11108852,Inactive Investor,Chad Hassinger,Partner;Regional Director,"Waverly Advisors, LLC Merrillville IN 101 E 90th Dr",chad.hassinger@waverly-advisors.com,,Salesforce
10858893,Inactive Investor,Brian Swenson,Managing Director,Morgan Stanley Salt Lake City UT 60 E South Temple,brian.swenson@morganstanleypwm.com,,Salesforce
9620404,,Ingrid Andrews,,,cimonea@yahoo.com,,List import
10792800,Inactive Investor,William Schatz,Investment Advisor Representative,Elliott Cove Capital Management Seattle WA 2003 Western Ave,wschatz@elliottcove.com,,Salesforce
10909790,Inactive Investor,Jerome Garrett,Investment Advisor Representative,Lincoln Investment Farmington MI 29905 Middlebelt Rd,jgarrett@lincolninvestment.com,,Salesforce
11190761,Inactive Investor,Pamela Iwaszewicz,Financial Planner;Regulatory Contact;Wealth Advisor,Pring Turner,pamela@pringturner.com,,Salesforce
11152258,Inactive Investor,Patrick Kosanke,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",patrick_kosanke@ml.com,,Salesforce
10996572,Inactive Investor,Eileen Lee,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,eclee01@ft.newyorklife.com,,Salesforce
10928151,Inactive Investor,Thorn Murphy,Wealth Advisor,Prime Capital Financial Columbus IN 134 Westwood Blvd,,,Salesforce
9616137,,Scott Chronert,,,scott.chronert@citi.com,,List import
9588070,,Brittany Bachelor,Chief Compliance Officer,Sky Island Capital,brittany@skyislandcap.com,,List import
11093214,Inactive Investor,Randy Bales,,State Farm VP Management Corp. Englewood CO 6452 S Quebec St,,,Salesforce
8238207,,William Malagar,,,william.malagar1@icloud.com,,Web Form Fillout
11206413,Inactive Investor,Carlos Bedolla,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
10835845,Inactive Investor,Douglas Sexe,,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",doug.sexe@rbc.com,,Salesforce
10798120,Inactive Investor,Krystal Emge,Financial Consultant,LPL Financial LLC Honolulu HI 500 Ala Moana Blvd,krystal.emge@lpl.com,,Salesforce
10915077,Inactive Investor,Myles Koven,Private Client Banker,J.P. Morgan Securities LLC Philadelphia PA 1636 Walnut St,myles.koven@jpmorgan.com,,Salesforce
11140992,Inactive Investor,Michael Gallagher,,Cetera Financial Specialists LLC Downers Grove IL 1431 Opus Pl,,,Salesforce
10930368,Inactive Investor,Lisa Vilardi,,"Pensionmark Securities, LLC White Plains NY 445 Hamilton Ave",,,Salesforce
10780607,Inactive Investor,Michael Thompson,,Hilltop Securities Inc. Houston TX 700 Milam St,michael.thompson@hilltopsecurities.com,,Salesforce
9611200,,Hamed Azimi,,,sevensky888@gmail.com,,List import
11193930,Inactive Investor,James Whalen,Financial Advisor,Morgan Stanley Albany NY 80 State St,james.whalen.iii@ms.com,,Salesforce
9603975,,Antoinette McGuire,,,loowpo@eurokool.com,,List import
48719,,Jessica Rodgers,"General Manager, Regulatory Contact, Treasurer",Rodgers & Associates,jessy@rodgers-associates.com,717-560-3800,
9579006,,Blake Benthall,,,blake@benthall.net,,List import
11207222,Inactive Investor,Lotte Optekamp,Investment Advisor Representative,"Lifestyle Asset Management, Inc.",loptekamp@lsaminc.com,,Salesforce
10780382,Inactive Investor,Peter Ryan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",peter.d.ryan@ml.com,,Salesforce
9545411,,Julie Kim,,,jkim@sageviewadvisory.com,,List import
10771097,Inactive Investor,Reid Suzuki,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",reid.e.suzuki@ampf.com,,Salesforce
11106494,Inactive Investor,Jeffrey Johnson,Assistant Vice President;Wealth Management Associate,Morgan Stanley Palm Beach FL 450 Royal Palm Way,,,Salesforce
62,,,,,asandars@two50ok.com,,
11107452,Inactive Investor,Landon Norris,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10943838,Inactive Investor,Justin Schumacher,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9596534,,Sagren Thumbiran,,,sagrent@icloud.com,,List import
10936237,Inactive Investor,John Evans,,"Centaurus Financial, Inc. Centerville GA Private Residence",,,Salesforce
10689719,,Soumyadeep Roy,,,sdroymail@gmail.com,,Web Form Fillout
11254538,Inactive Investor,Jennifer Fahey,Practice Leader;Senior Vice President,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11205714,Inactive Investor,Wei Meng,,J.P. Morgan Securities LLC Pittsburgh PA 3618 5th Ave,wei.meng@jpmorgan.com,,Salesforce
10888469,Inactive Investor,Brian Gorman,,"Cambridge Investment Research, Inc. Plymouth MI Private Residence",,,Salesforce
9606092,,Yaguang Wang,,,yaguang.wang@gmail.com,,List import
10752751,Inactive Investor,William Beaudoin,Vice President,Integrated Wealth Concepts LLC,bill.beaudoin@ifpadvisor.com,,Salesforce
10810691,Inactive Investor,Timothy Couch,Member,"Meridian Wealth Management, LLC Lexington KY 250 W Main St",tcouch@meridianwealthllc.com,,Salesforce
11047887,Inactive Investor,Vyacheslav Vorobyev,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",vvorobyev@financialguide.com,,Salesforce
11210087,Inactive Investor,Kurt Hilger,,B. Riley Wealth Management Seattle WA 2121 4th Ave,,,Salesforce
11255474,Inactive Investor,Joshua Lang,Financial Advisor,Significant Wealth Partners LLC North Port FL Private Residence,,,Salesforce
10893908,Inactive Investor,Cathy Wagner,,"Osaic Wealth, Inc. Palm Harbor FL 2662 W Lake Rd",,,Salesforce
10892507,Inactive Investor,Fabiana Frank,,"Wells Fargo Clearing Services, LLC Wayne PA 305 E Lancaster Ave",fabiana.fortunato@wellsfargo.com,,Salesforce
11185319,Inactive Investor,Daniel Freed,Financial Advisor,"Wells Fargo Clearing Services, LLC Venice FL 1699 US Hwy 41 Bypass S",dan.freed@wellsfargoadvisors.com,,Salesforce
1001814,Inactive Investor,Michele Gardelli,"Managing Director, Private Equity & Real Estate Investments",IKE Capital Group,secondary@icapitalgroup.us,,
11206472,Inactive Investor,Greg Desmond,Managing Director;Regional Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,greg.desmond@jpmorgan.com,,Salesforce
9646186,,Cyril Osayaimen,,,osascyril12345@gmail.com,,List import
10912780,Inactive Investor,Erik Johnson,,"U.S. Bancorp Investments, Inc. Brookfield WI 16900 W Capitol Dr",erik.johnson@usbank.com,,Salesforce
10864600,Inactive Investor,Jay Morgan,,"Farmers Financial Solutions, LLC West Jordan UT 9219 S Redwood Rd",jmorgan@farmersagent.com,,Salesforce
9555336,,Prof. Jonathan Shpok,,,mr.shpok@gmail.com,,List import
9633262,,robert stanchak,,,robert670r@aol.com,,List import
11007943,Inactive Investor,Nathan Hasenstein,Financial Advisor;Financial Planning Specialist,Morgan Stanley Sheboygan WI 2124 Kohler Memorial Dr,,,Salesforce
9619512,,Pedro Torres-Mackie,,,pjm.torres@gmail.com,,List import
9591359,,Justin Mandel,,,justintayza@gmail.com,,List import
9630610,,Alan Cooper,,,alancooper1@gmail.com,,List import
9564451,,M shoaib Ktk,,,izhanktk001@gmail.com,,List import
374522,,Kirk Chisholm,,IAG,kirk@innovativewealth.com,(617) 372-9033,Google Natural Search
10976772,Inactive Investor,Timothy Lewis,Wealth Impact Advisor,"EverSource Wealth Advisors, LLC Reno NV 18124 Wedge Pkwy",tlewis@eversourcewa.com,,Salesforce
187685,,Davinder Singh,,[Unknown],davinder.singh@gmail.com,,source
9563216,,Glenn Z,,,julianhaha1@gmail.com,,List import
9604590,,Melinda Baker,,,jzmin@gmail.com,,List import
10897160,Inactive Investor,Emily Horn,,Commonwealth Financial Network Lancaster PA 480 New Holland Ave,ehorn@commonwealth.com,,Salesforce
10998399,Inactive Investor,Hillary Frese,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",hillary.frese@schwab.com,,Salesforce
11130751,Inactive Investor,Eden Williams,,J.P. Morgan Securities LLC Orange Park FL 2293 Kingsley Ave,eden.h.williams@chase.com,,Salesforce
374501,,Jared Walsh,"Managing Partner, CCO",Reservoir Wealth Management,jared@walshadvisor.com,567-289-2100,Manual List Upload
373070,,Kim Sungjin,,[Unknown],sungjin0321@icloud.com,,source
11068626,Inactive Investor,Ghazi Nweiran,,Fidelity Brokerage Services LLC New York NY 165 Broadway,ghazi.nweiran@fmr.com,,Salesforce
9573195,,Jeffrey Haas,,,jhaas@oldhill.com,,List import
337570,,Alexandros Panagiotidis,Member,Aksia Llc,alexandros.panagiotidis@aksia.com,212-710-5710,Manual List Upload
11093663,Inactive Investor,Amy Charlson,Financial Advisor,Edward Jones Rochester MN 3131 Superior Dr NW,amy.dunn@edwardjones.com,,Salesforce
11025185,Inactive Investor,John Donohue,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",john.donohue@davidlerner.com,,Salesforce
11184525,Inactive Investor,Shane Hard,,"Allstate Financial Services, LLC Biloxi MS 925 Tommy Munro Dr",shanehard@allstate.com,,Salesforce
9552042,,Stephen Blass,,,smb@ashecap.com,,List import
10979704,Inactive Investor,Gracelyn Tolentino,,J.P. Morgan Securities LLC Fullerton CA 3334 Yorba Linda Blvd,gracelyn.b.tolentino@chase.com,,Salesforce
10895493,Inactive Investor,Craig Lewelling,Investment Advisor Representative;Registered Principal,LPL Financial LLC Portland OR 12665 SW 69th Ave,craig.lewelling@lpl.com,,Salesforce
10771867,Inactive Investor,Hugh Hennesy,Chief Compliance Officer;Chief Financial Officer,"Cain Capital Management, LP Dallas TX 3953 Maple Ave",hhennesy@caincapital.com,,Salesforce
10958188,Inactive Investor,Joshua Harraka,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joshua.harraka@jpmorgan.com,,Salesforce
10881155,Inactive Investor,James Shircliff,Vice President,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",james.shircliff@raymondjames.com,,Salesforce
11086837,Inactive Investor,Steven Spangler,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,steven.spangler@primerica.com,,Salesforce
11051910,Inactive Investor,William Sanders,,Cetera Advisors LLC Bentonville AR Private Residence,,,Salesforce
10644473,,Leo Reed,,,leo.reed@nuveen.com,,List Import
342705,,Michael Miller,"Partner, Treasurer",Centerfield Capital Partners,michael@centerfieldcapital.com,317-237-2323,Manual List Upload
11138758,Inactive Investor,James Shannon,,Lincoln Investment Tewksbury MA 30 International Pl,jshannon@lincolninvestment.com,,Salesforce
10794453,Inactive Investor,Robert Fincham,,NYLIFE Securities LLC Bend OR Private Residence,rfincham@ft.newyorklife.com,,Salesforce
234577,, -,,[[Unknown]],vbpr15@gmail.com,,
10918812,Inactive Investor,Dylan Bell,Financial Advisor,LPL Financial LLC Santa Clara CA 2880 Lakeside Dr,dylan.bell@lpl.com,,Salesforce
10935265,Inactive Investor,Kerryann Jenkins,,"VALIC Financial Advisors, Inc.",,,Salesforce
10826413,Inactive Investor,Jacqueline Houston,Executive Director;Financial Advisor,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,jacqueline.houston@morganstanley.com,,Salesforce
10979864,Inactive Investor,Jennifer Goddard,,Commonwealth Financial Network Rockland MA 100 Ledgewood Pl,jgoddard@commonwealth.com,,Salesforce
9635927,,Bill Sanderson,,,wsanderson@adviceonellc.com,,List import
11076298,Inactive Investor,Timothy Guhlin,,"Ameritas Investment Company, LLC Houston TX 4615 Southwest Fwy",tguhlin@ameritas.com,,Salesforce
10662312,,Jenny Notte,,,jnotte@nisi.net,,List Import
11135068,Inactive Investor,Dermel Franklin,Investment Specialist,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",dermel.franklin@ampf.com,,Salesforce
10961868,Inactive Investor,Evan Schlinger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11186962,Inactive Investor,John Hahn,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11202204,Inactive Investor,Michael Desantis,Investment Analyst;Trader,LexAurum Advisors,mdesantis@lex-aurum.com,,Salesforce
11141497,Inactive Investor,Stefan Lavallee,,"Level Four Financial, LLC Honolulu HI Private Residence",slavallee@harborfs.com,,Salesforce
11093739,Inactive Investor,Andrew Harvey,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",aharvey@stifel.com,,Salesforce
11133633,Inactive Investor,Andrew Martini,,"Truist Investment Services, Inc. Chattanooga TN 736 Market St",,,Salesforce
9567187,,Barbara Rush,,,barbara.rush@morganstanley.com,,List import
10964690,Inactive Investor,Christopher Cobb,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,,,Salesforce
10936456,Inactive Investor,Philip Moore,Financial Professional,LPL Financial LLC Midlothian VA 3640 Call Federal Dr,philip.moore@lpl.com,,Salesforce
10860226,Inactive Investor,Dana Shaker,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,dana.shaker@morganstanley.com,,Salesforce
10929126,Inactive Investor,Edward Ullrich,,AW Securities Cincinnati OH 9987 Carver Rd,,,Salesforce
10800978,Inactive Investor,Paulette Treguboff,,LPL Financial LLC Glendale AZ 17505 N 79th Ave,paulette.treguboff@lpl.com,,Salesforce
11193327,Inactive Investor,Andre Kostylev,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
11213093,Inactive Investor,Juan Espinal,,Fidelity Brokerage Services LLC,juan.carlos.espinal@fmr.com,,Salesforce
10787695,Inactive Investor,Tobias Eng,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",toby.eng@nm.com,,Salesforce
11089830,Inactive Investor,Laura Rockas,Managing Partner;Member,"Mersereau, Lazenby & Rockas, L.L.C.",,,Salesforce
6985075,,tra sopheak,,,xaceba8027@youke1.com,,Web Form Fillout
9615484,,Jim Zhang,,,zjimzhangz@gmail.com,,List import
10855002,Inactive Investor,Michael George,Client Relationship Consultant - Wealth Management,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mgeorge@tiaa-cref.org,,Salesforce
11065221,Inactive Investor,Benjamin Ross,,"Northwestern Mutual Investment Services, LLC Buffalo NY 5488 Sheridan Dr",,,Salesforce
11222388,,Julie Brim,,,jbrim@commonwealth.com,,List Import
9605176,,Paul Hoffmeister,,,phoffmeister@quakerfunds.com,,List import
11070856,Inactive Investor,Nicolas Pakler,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",nicolas.pakler@nm.com,,Salesforce
10791347,Inactive Investor,Tracy Bradach,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,andrew.bradach@morganstanley.com,,Salesforce
11218876,,John Linsenmeyer,,,linsenmeyerj@meetgirard.com,,Other
11232598,Inactive Investor,Josh Vondran,,"Empower Financial Services, Inc",josh.vondran@empower.com,,Salesforce
11135681,Inactive Investor,Andrew Madlinger,Client Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",andrew.madlinger@alexbrown.com,,Salesforce
10975520,Inactive Investor,Carlos Garcia,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"FinHabits Advisors, LLC",carlos@finhabits.com,,Salesforce
10789507,Inactive Investor,Donald Collett,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 180 Admiral Cochrane Dr",donald.w.collett@ampf.com,,Salesforce
10789384,Inactive Investor,Morris Williams,Chief Compliance Officer;Treasurer,RTW Financial Advisors Inc Dallas TX 14114 Dallas Pkwy,,,Salesforce
353255,,Jan-Andre Aasmoen,Managing director,PPK I AS,jan@ianos.as,,Event
11006372,Inactive Investor,Kyle Halloran,Financial Services Associate,Commonwealth Financial Network Westborough MA 1 Research Dr,khalloran@commonwealth.com,,Salesforce
10843988,Inactive Investor,David Schiminsky,,State Farm VP Management Corp. Saint Paul MN 2097 County Road D E,dave.schiminsky.gyza@statefarm.com,,Salesforce
11108043,Inactive Investor,Alan Krone,Private Client Advisor,J.P. Morgan Securities LLC Chatsworth CA 10370 Mason Ave,alan.l.krone@jpmorgan.com,,Salesforce
10996322,Inactive Investor,Isaac Allwin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,isaac_allwin@vanguard.com,,Salesforce
11235732,Inactive Investor,Nicole Savage,Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C.",nsavage@sequoia-financial.com,,Salesforce
10822926,Inactive Investor,Randall Donowho,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fredericksburg TX 108 Theodore Specht Dr",craig.r.donowho@ampf.com,,Salesforce
11113680,Inactive Investor,Patrick Massey,,"Prudential Annuities Distributors, Inc",patrick.massey@prudential.com,,Salesforce
11082166,Inactive Investor,David Austin,Branch Manager;Managing Director,"Wells Fargo Advisors Financial Network, LLC Spokane WA 202 E Spokane Falls Blvd",david.austin@wfafinet.com,,Salesforce
350834,,David Portnoy,Vice President,American Securities Llc,dportnoy@americansecurities.com,212-476-8000,Manual List Upload
11236347,Inactive Investor,Chad Whitzel,Financial Advisor,"Curio Wealth, LLC Madison WI Private Residence",cwhitzel@curiowealth.com,,Salesforce
10859239,Inactive Investor,David Stuehling,,Integrated Wealth Concepts LLC Bend OR 2754 NW Crossing Dr,,,Salesforce
10762353,Inactive Investor,Hannah Young,Financial Advisor,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,hannah.mason@ubs.com,,Salesforce
10882206,Inactive Investor,Rodney Amicone,,IP Financial Advisory Services LLC Palm Harbor FL 4605 Village Center Dr,ramicone@innovationpartnersllc.com,,Salesforce
9565252,,John Boyle,,,jboyle@gaeilgerealty.com,,List import
9596799,,Sara Finnegan,,,sara.finnegan@gs.com,,List import
9598413,,Daniel Gannett,,,dan@thegannetts.com,,List import
10793940,Inactive Investor,Dakota Hickman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",dakota.hickman@ml.com,,Salesforce
9579801,,David Khalil,,,dkhalil@e-qci.com,,List import
9583912,,Donatien Tiko,,,paultiko228@gmail.com,,List import
10788466,Inactive Investor,Miguel Umana,,Cetera Advisor Networks LLC Ashburn VA 44870 Rivermont Ter,umanam@ceteranetworks.com,,Salesforce
10907811,Inactive Investor,Corey Altman,Wealth Advisor,"Buckingham Strategic Wealth, LLC New Castle PA 2599 Wilmington Rd",caltman@buckinghamgroup.com,,Salesforce
10972529,Inactive Investor,Ryan Holcomb,,"Raymond James & Associates, Inc.",,,Salesforce
9636850,,Marshall Garrett,,,mag@zimmermanwealth.com,,List import
10940265,Inactive Investor,Stephan Morris,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",stephan.morris@nm.com,,Salesforce
11089490,Inactive Investor,Christopher Grado,,Fidelity Brokerage Services LLC Monterey CA 553 Munras Ave,christopher.grado@fmr.com,,Salesforce
11212381,Inactive Investor,Christine Barbo,,"Sanctuary Securities, Inc. Indianapolis IN 9340 Priority Way West Dr",cbarbo@sanctuarywealth.com,,Salesforce
9611722,,Danith Yong,,,danithy@hotmail.com,,List import
11176937,Inactive Investor,Angela Tower,Chief Operating Officer;Regulatory Contact,"Prairie Capital Management Group, LLC",atower@prairiecapital.com,,Salesforce
10912031,Inactive Investor,Maria Obispo,Client Advisor,Arvest Wealth Management Springdale AR 3263 E Robinson Ave,mobispo@arvest.com,,Salesforce
10940577,Inactive Investor,Charles Stein,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,chad.stein@fmr.com,,Salesforce
8480987,,LUONG HORN,,53,luong.horn@53.com,(419) 424-8497,List Import
11107312,Inactive Investor,Latoya Rodgers,,J.P. Morgan Securities LLC Monroe LA 1101 N 18th St,latoya.rodgers@chase.com,,Salesforce
11040560,Inactive Investor,Michael Mc Culley,,PFS Investments Inc. South Sioux City NE 600 A St,mmcculley@primerica.com,,Salesforce
10762935,Inactive Investor,Warren Bridges,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10775164,Inactive Investor,Michael Papa,Financial Advisor,"Wells Fargo Clearing Services, LLC Bala Cynwyd PA 307 Levering Mill Rd",michael.papa@wellsfargo.com,,Salesforce
11155992,Inactive Investor,Fabio Esteves Joaquim,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",fabio.esteves-joaquim@schwab.com,,Salesforce
11018858,Inactive Investor,Braeton Motschenbacher,,Thrivent Investment Management Inc. Fargo ND 3575 45th St S,braeton.motschenbacher@thrivent.com,,Salesforce
10620074,,Monica Linares,,,mlinares@oldsecond.com,,List Import
10797186,Inactive Investor,Jeroen Fikke,,Citigroup Global Markets Inc.,jeroen.fikke@citi.com,,Salesforce
10944861,Inactive Investor,Miguel Saire Saire,,J.P. Morgan Securities LLC Clifton NJ 1459 Main Ave,miguel.a.saire-saire@chase.com,,Salesforce
84249,,Patience Breinholt,"VP, HR",Unicon,pbreinholt@unicon.net,,Event
10802422,Inactive Investor,Harold Harris,,LPL Financial LLC Meridian MS 700 23rd Ave,harold.harris@lpl.com,,Salesforce
10904281,Inactive Investor,Cory Jobe,,"Osaic Wealth, Inc. Tulsa OK 3015 E Skelly Dr",,,Salesforce
10835359,Inactive Investor,Kenneth Liddy,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,ken.liddy@opco.com,,Salesforce
11220631,,William Lipsey,,,william@pzena.com,,Other
9564258,,Gary Kolp,,,gary.kolp@amwater.com,,List import
9632419,,Luiz Gonçalves,,,luiz@duxcripto.com,,List import
10932940,Inactive Investor,Avni Patel,Member,WealthPaver,,,Salesforce
10988897,Inactive Investor,Patrick Scotto Di Luzio,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10771240,Inactive Investor,Michael McVey,First Vice President,"Wells Fargo Clearing Services, LLC",michael.w.mcvey@wellsfargoadvisors.com,,Salesforce
11165627,Inactive Investor,Virginia Lee,,"First Citizens Investor Services, Inc. Fayetteville NC 520 Westwood Shopping Ctr",virginia.isenhour@firstcitizens.com,,Salesforce
10647853,,Marc Soicher,,,marc.soicher@ascentris.com,,List Import
11129870,Inactive Investor,Yiu Chan,,J.P. Morgan Securities LLC Elmhurst NY 8921 Queens Blvd,yiukwan.chan@chase.com,,Salesforce
11092090,Inactive Investor,Christopher Bradley,Senior Portfolio Manager,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,christopher.c.bradley@ubs.com,,Salesforce
235024,, -,,[[Unknown]],mackie891@hotmail.com,,
10934413,Inactive Investor,Karina Robinson,,"Raymond James & Associates, Inc.",karina.robinson@raymondjames.com,,Salesforce
10777703,Inactive Investor,John Derosa,Financial Advisor;Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.derosa@ubs.com,,Salesforce
10884638,Inactive Investor,Lauren Dreyer,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,lauren.dreyer@fidelity.com,,Salesforce
10836951,Inactive Investor,Pavlos Panagopoulos,,Cetera Advisor Networks LLC Belen NM 511 W Reinken Ave,panagopoulosp@ceteranetworks.com,,Salesforce
11144549,Inactive Investor,Carolyn Steepe,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,carolyn.steepe@primerica.com,,Salesforce
11096098,Inactive Investor,Christi Salm,Director;Investment Officer;Principal;Vice President,Schaper Benz & Wise Investment Counsel Inc,csalm@sbw-invest.com,,Salesforce
10917829,Inactive Investor,Christopher Beloin,,Thrivent Investment Management Inc. West Bend WI 411 N River Rd,christopher.beloin@thrivent.com,,Salesforce
10809596,Inactive Investor,Michael McCarthy,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Chesterfield MO 16401 Swingley Ridge Rd,mike.mccarthy@opco.com,,Salesforce
11082368,Inactive Investor,Benjamin Brazier,Financial Advisor,Edward Jones Goodlettsville TN 900 Conference Dr,ben.brazier@edwardjones.com,,Salesforce
10864432,Inactive Investor,Kyle Gifford,,Citigroup Global Markets Inc.,,,Salesforce
10897478,Inactive Investor,Margaret Philbin,First Vice President - Financial Advisor,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",molly.philbin@rbc.com,,Salesforce
228479,, -,,[[Unknown]],ambycapulong2@gmail.com,,Paid Social
11192555,Inactive Investor,Christopher Hanshaw,Financial Advisor,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",christopher.hanshaw@wellsfargoadvisors.com,,Salesforce
10877613,Inactive Investor,Elizabeth Bocoum,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",elizabeth.bocoum@ml.com,,Salesforce
9558626,,John Standa,,,jstanda@gmail.com,,List import
10846839,Inactive Investor,Michael Grimm,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10874362,Inactive Investor,Gregory Kirchmeier,Financial Advisor,Edward Jones Hartland MI 12319 Highland Rd,greg.kirchmeier@edwardjones.com,,Salesforce
11066391,Inactive Investor,Charles Nelson,Regional Vice President,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,charles.nelson@primerica.com,,Salesforce
9608384,,Anindya Maiti,,,amaiti504@gmail.com,,List import
11084956,Inactive Investor,Robert Salles,,"Herbert J. Sims & Co, Inc. Boca Raton FL 2700 N Military Trl",rsalles@hjsims.com,,Salesforce
10898205,Inactive Investor,Jordan Cline,,Goldman Sachs & Co.,,,Salesforce
11212831,Inactive Investor,Sorcha Dolan,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
212779,,Sharon Chianese,Financial Consultant,Wells Fargo Advisors,sharon.gleckner@wellsfargoadvisors.com,,Advertising
11010357,Inactive Investor,Shirley McAllister,Financial Advisor,"VALIC Financial Advisors, Inc. Columbus OH 8050 N High St",shirley.mcallister@valic.com,,Salesforce
3288609,,Guy Indelicato,,,guyindelicato@gmail.com,,Web Form Fillout
10942260,Inactive Investor,Stephen Baker,,"MML Investors Services, LLC Knoxville TN 9729 Cogdill Rd",,,Salesforce
11113658,Inactive Investor,Kerry Burke,,Evercore Group L.L.C.,kerry.burke@evercore.com,,Salesforce
112508,,Patrick Caufield,,Edward Jones,patrick.caufield@edwardjones.com,,
11189821,Inactive Investor,Eliot Sokalsky,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,eliot_sokalsky@glic.com,,Salesforce
9585996,,William Vonmueffling,,,wvonmueffling@cantillon.com,,List import
10837275,Inactive Investor,David Blancett,,"Concourse Financial Group Securities, Inc. Hixson TN Private Residence",david.blancett@concoursefinancial.com,,Salesforce
10768223,Inactive Investor,David Megarity,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",david.megarity@wellsfargo.com,,Salesforce
11094838,Inactive Investor,Terry Monroe,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,terry.monroe.g0ix@statefarm.com,,Salesforce
10977809,Inactive Investor,Kathleen Zarate-Alvarez,,PFS Investments Inc. Redlands CA 721 Nevada St,kzarate-alvarez@primerica.com,,Salesforce
11175015,Inactive Investor,Joseph Alamo,,"Avantax Investment Services, Inc. Staten Island NY Private Residence",,,Salesforce
10754436,Inactive Investor,Garrett Frye,Investment Consultant;Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,garrett.frye@msgraystone.com,,Salesforce
4626452,,Pawan kumar gupta,,,jmdartsguddu.74@gmail.com,,Web Form Fillout
10815786,Inactive Investor,Neil Abney,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Louisville KY 805 N Whittington Pkwy",neil.abney@ampf.com,,Salesforce
142500,,Michael Lombardo,Chief Compliance Officer,"Nauset Wealth Management, Llc",lombardo@nausetwealth.com,203-454-7328,Manual List Upload
10900901,Inactive Investor,Connor Price,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",connor.price@ml.com,,Salesforce
186253,,Danny De La Rosa,,United States,moodelarose@gmail.com,,
10780537,Inactive Investor,Tricia Mankoski,Senior Client Associate,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",tricia.mankoski@wellsfargoadvisors.com,,Salesforce
10997887,Inactive Investor,Joseph Staley,Consultant;Financial Consultant,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",joseph.staley@equitable.com,,Salesforce
10859805,Inactive Investor,Julie Kelly,Managing Director;Private Client Advisor,"Logan Capital Management, Inc.",,,Salesforce
11116746,Inactive Investor,Richard Doyle,Senior Vice President,PFS Investments Inc. East Syracuse NY 6511 Basile Rowe,rdoyle@primerica.com,,Salesforce
11235872,Inactive Investor,Robert Lyons,Investment Advisor Representative,Investors Asset Management of Georgia Inc,rlyons@investorsassetmanagement.com,,Salesforce
9580388,,mufid idun,,,mufidun88@gmail.com,,List import
335068,,RONALD LOESER,MR,[[Unknown]],loeser@optonline.net,,Database Upload
11206382,Inactive Investor,Kelli Gabriel,,"Madison Avenue Securities, LLC Brentwood TN 320 7 Springs Way",,,Salesforce
10804651,Inactive Investor,Ryan Wood,,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,ryan.wood@morganstanleypwm.com,,Salesforce
9625024,,Gene Meyer,,,genemeyer00@gmail.com,,List import
9617029,,Ali FIRAT,,,ali_firat82@yahoo.com,,List import
9582608,,Bjorn Nesvold,,,bjorn.nesvold@thrivent.com,,List import
11117217,Inactive Investor,Sean Kolloff,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",sean_kolloff@ml.com,,Salesforce
9562564,,Riccardo Conta,,,riccardo.conta@hotmail.com,,List import
11115471,Inactive Investor,Thomas Sullivan,,"Hornor, Townsend & Kent, LLC Burlington MA 131 Middlesex Tpke",tsullivan@htk.com,,Salesforce
9566382,,Boschet Agnes,,,agnes.boschet@abg-3d.com,,List import
10951670,Inactive Investor,Richard Davis,,"Allstate Financial Services, LLC Sandy UT 675 E Union Sq",,,Salesforce
11106664,Inactive Investor,David Ziman,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9543188,,Jon Bull,,,jbull@firstrepublic.com,,List import
10614359,,Leonard Cohen,"Financial Advisor, Wealth Management Advisor",,leonard_cohen@glic.com,,List Import
11102701,Inactive Investor,Cesar Fragoso,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
345424,,Scott Sebastien,Partner,"Going, Sebastien, Fisher & Lebouef, Llp",scott@goingcpa.com,337-942-3041,Manual List Upload
7764881,,Nick Toadvine,,,nt@guardwealth.net,,Web Form Fillout
10882305,Inactive Investor,Jeffrey Park,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 76 Court St",jeffrey.park@ml.com,,Salesforce
10488748,,Lasitha Gunasinghe,,,lasithagunasinghe@gmail.com,,Web Form Fillout
9543558,,Miko Clark,,,miko.clark@uboc.com,,List import
10897016,Inactive Investor,Jacob Wedekind,Financial Consultant,Thrivent Investment Management Inc. Liberty MO 6 Victory Ln,jacob.wedekind@thrivent.com,,Salesforce
11122014,Inactive Investor,Kenneth Brown,,"Raymond James Financial Services, Inc. Minneapolis MN 3600 American Blvd W",ken.l.brown@raymondjames.com,,Salesforce
10858158,Inactive Investor,Christopher Richardson,,"Cambridge Investment Research, Inc. Leesburg VA Private Residence",,,Salesforce
10886790,Inactive Investor,Silvestro Fabrizio,,LPL Financial LLC Wappingers Falls NY 1207 US Hwy 9,silvestro.fabrizio@lpl.com,,Salesforce
10821154,Inactive Investor,William Cupach,,"Ameriprise Financial Services, LLC Avon Lake OH 32660 Sawgrass Cir",bill.r.cupach@ampf.com,,Salesforce
11039476,Inactive Investor,Joseph Sanders,,"WestPark Capital, Inc. Irvine CA 2030 Main St",jsanders@wpcapital.com,,Salesforce
11162792,Inactive Investor,William Kaufmann,,Sovereign Global Advisors LLC,,,Salesforce
10950426,Inactive Investor,Caitlin Fogg,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11038264,Inactive Investor,Cole Stedman,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",cole.stedman@equitable.com,,Salesforce
10973162,Inactive Investor,Ryan Markle,Financial Advisor,"Ameriprise Financial Services, LLC Downingtown PA Private Residence",ryan.markle@ampf.com,,Salesforce
11005593,Inactive Investor,Andrew Moose,,Vanguard Marketing Corporation,andrew_moose@vanguard.com,,Salesforce
10854120,Inactive Investor,Eric Pirkl,Investment Manager;Investment Officer;Vice President,Okabena Investment Services Inc,epirkl@okabena.com,,Salesforce
10959514,Inactive Investor,Christian Belz,,Vanguard Marketing Corporation,christian_belz@vanguard.com,,Salesforce
9629828,,Ajibola Lawal,,,ajibola.lawal@pm.me,,List import
9626127,,Eric Breeze,,,ebreeze@live.com,,List import
10952983,Inactive Investor,Rafael Gutierrez Meza,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucker GA 4144 Lavista Rd",rafael.gutierrez-meza@ml.com,,Salesforce
11043050,Inactive Investor,Dennis Moore,Financial Advisor,Edward Jones Farmville VA 306A E 3rd St,dennis.moore@edwardjones.com,,Salesforce
11110173,Inactive Investor,Luis Escobar,,PFS Investments Inc. Miami FL 7955 NW 12th St,7pgyv@primerica.com,,Salesforce
10985777,Inactive Investor,Molly Stoll,,The Huntington Investment Company Columbus OH 1555 W 5th Ave,,,Salesforce
11173286,Inactive Investor,Dante Battaglia,Financial Advisor;First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",dante.battaglia@ml.com,,Salesforce
10813057,Inactive Investor,David Garcia,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",davidc.garcia@wellsfargoadvisors.com,,Salesforce
7805428,,Damrongchai Sukiprpanon,,,beer_sirza@hotmail.com,,Web Form Fillout
9640540,,Tom Eric Myrland,,,tem@ferd.no,,List import
9597223,,Ryan Smith,,,rsmith@dfpg.com,,List import
10854918,Inactive Investor,Craig Reed,,"FBL Marketing Services, LLC Winfield KS 1200 Main St",craig.reed@fbfs.com,,Salesforce
10919400,Inactive Investor,Brian Lord,,Goldman Sachs & Co.,brian.lord@gs.com,,Salesforce
11118023,Inactive Investor,Jessica Govoni,Practice Associate;Practice Manager,"Ameriprise Financial Services, LLC Boston MA 60 State St",,,Salesforce
349662,,Edward Bosek,"Managing Member, Portfolio Manager, Regulatory Contact","BeaconLight Capital, LLC",ed@beaconlightcap.com,212-612-3130,Manual List Upload
11219683,,Lyle Maurer,,,lyle.maurer@ceterafs.com,,Other
11088350,Inactive Investor,Joe Olmos,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11143523,Inactive Investor,Mark Bluestein,Managing Director,Wedbush Securities Inc. Wayne PA 150 N Radnor Chester Rd,mark.bluestein@wedbush.com,,Salesforce
11148423,Inactive Investor,David Ervin,,"Silver Oak Securities, Incorporated Knoxville TN 9729 Cogdill Rd",davidervin@silveroaksecurities.com,,Salesforce
11151426,Inactive Investor,Lori Nelson,,"Osaic Wealth, Inc. Wayzata MN 1905 Wayzata Blvd",,,Salesforce
10926407,Inactive Investor,Loren Bates,,J.P. Morgan Securities LLC Westlake OH 30090 Detroit Rd,loren.bates@jpmorgan.com,,Salesforce
11124337,Inactive Investor,Daniel Morris,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,daniel.morris@edwardjones.com,,Salesforce
10803081,Inactive Investor,Richard Potts,,"Cambridge Investment Research, Inc. Westlake OH 1991 Crocker Rd",,,Salesforce
11093889,Inactive Investor,Catherine Arnet-Valega,,LPL Financial LLC Winchester MA 63 Shore Rd,catherine.m.valega@lpl.com,,Salesforce
10990488,Inactive Investor,Van Hoang,Executive Director,Morgan Stanley,,,Salesforce
10753417,Inactive Investor,William Burmeier,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",william.g.burmeier@ampf.com,,Salesforce
10817531,Inactive Investor,Paul Zenker,Financial Advisor,Edward Jones Fargo ND 4809 38th St S,paul.zenker@edwardjones.com,,Salesforce
10912367,Inactive Investor,Jeremy Hillsdon-Smith,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",j.hillsdon-smith@nm.com,,Salesforce
10901119,Inactive Investor,William Gonzalez,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10975698,Inactive Investor,Daniel Seaman,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.j.seaman@jpmorgan.com,,Salesforce
11238439,Inactive Investor,Keri Mccue,,"Roseline Capitol Advisors, LLC",kmccue@theroselinegroup.com,,Salesforce
10962867,Inactive Investor,James Apgar,Private Client Banker,J.P. Morgan Securities LLC Roseville CA 1800 Douglas Blvd,james.apgar@jpmorgan.com,,Salesforce
10996269,Inactive Investor,Alejandro Silva,,"Wells Fargo Clearing Services, LLC Morgan Hill CA 17590 Monterey St",alejandro.j.silva@wellsfargo.com,,Salesforce
10768605,Inactive Investor,Christopher Herlihy,Senior Vice President - Wealth Management,UBS Financial Services Inc. Winchester MA Private Residence,christopher.herlihy@ubs.com,,Salesforce
11160291,Inactive Investor,Daniel Johnson,,NYLIFE Securities LLC Lubbock TX 6121 79th St,djohnson1@ft.newyorklife.com,,Salesforce
11001293,Inactive Investor,Alexander Tragnitz,Financial Advisor,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,alexander_tragnitz@glic.com,,Salesforce
9639935,,Josh Le,,,joshle@covenant-capital.com,,List import
9615095,,Spencer Applebaum,,,spencer.applebaum@gmail.com,,List import
10855443,Inactive Investor,Kristin Roberts,Compliance Officer;Member,"Harvest Investment Advisors, LLC",kristin@harvestinvestmentadvisors.com,,Salesforce
10855738,Inactive Investor,Kathleen Ringler,Financial Advisor;Vice President,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",kathleen.ringler@rbc.com,,Salesforce
11208139,Inactive Investor,Sean O'Brien,Financial Advisor,The Salvetti Group,sean@thesalvettigroup.com,,Salesforce
11038788,Inactive Investor,John Clayton,,"HighTower Securities, LLC",wclayton@hightoweradvisors.com,,Salesforce
9618236,,Anthony Heilizer,,,gheilizer@solomonhess.com,,List import
10971766,Inactive Investor,Xin Tong,,Jefferies LLC,xtong@jefferies.com,,Salesforce
11078677,Inactive Investor,Vivian Premock,,J.P. Morgan Securities LLC Jacksonville FL 7301 Bay Meadows Way,vivian.premock@jpmorgan.com,,Salesforce
10780975,Inactive Investor,Virginia Oakes,,LPL Financial LLC Saint Maries ID 1117 Main Ave,virginia.oakes@lpl.com,,Salesforce
9547172,,Jason Berry,,,jberry0915@gmail.com,,List import
11199999,Inactive Investor,Scott Black,Chairman;Chief Compliance Officer;Founder;President,Delphi Management Inc Boston MA 225 Franklin St,sblack@delphivalue.com,,Salesforce
11126670,Inactive Investor,James Ferrin,Financial Advisor,LPL Financial LLC Pleasant Grove UT 1955 W Grove Pkwy,james.ferrin@lpl.com,,Salesforce
9606697,,steve burnham,,,sfburnham@gmail.com,,List import
11032431,Inactive Investor,Jackson Dreiling,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",jackson.dreiling@nm.com,,Salesforce
11254150,Inactive Investor,Collin Tovar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,collin_tovar@vanguard.com,,Salesforce
9638594,,Russ Cronin,,,russ@adkfoundation.org,,List import
11016758,Inactive Investor,Blake Wilson,Wealth Planning Associate,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10973637,Inactive Investor,Brian Hicks,,State Farm VP Management Corp. Apex NC 8763 Holly Springs Rd,brian.hicks.u0jo@statefarm.com,,Salesforce
9543270,,Jill Lock,,,jlock@isdanerllc.com,,List import
9607830,,Randy Ross,,,rocmelcapitalresources@gmail.com,,List import
10763778,Inactive Investor,Rodney Woodley,Financial Advisor,Morgan Stanley Davenport IA 4300 E 53rd St,rod.woodley@morganstanley.com,,Salesforce
11236992,Inactive Investor,Spencer Comps,Client Relationship Specialist;Financial Professional,"Oliver LaGore VanValin Investment Group, Inc. Livonia MI 38705 7 Mile Rd",scomps@olvinvest.com,,Salesforce
11066635,Inactive Investor,Justin Mercier,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11182233,Inactive Investor,Mark Hughes,,"Ameritas Investment Company, LLC Cedar Park TX 200 E Cypress Creek Rd",mhughes@ameritas.com,,Salesforce
11039317,Inactive Investor,Michael Simeone,Complex Manager;Executive Director,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.simeone@morganstanley.com,,Salesforce
10782117,Inactive Investor,Dawn Uchihara,,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,dawn.uchihara@morganstanley.com,,Salesforce
11008246,Inactive Investor,Richard Jove,,Perella Weinberg Partners LP,rjove@pwpartners.com,,Salesforce
9604700,,John Fabrizio,,,johnizio@hotmail.com,,List import
10860071,Inactive Investor,Leonard Thompson,,"Ameritas Investment Company, LLC Phoenix AZ 5090 N 40th St",lthompson@ameritas.com,,Salesforce
9584823,,Michael Birnbaum,,,m.birnbaum@fi.com,,List import
10806488,Inactive Investor,Robert Woosley,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",,,Salesforce
11235341,Inactive Investor,Michael Brzezinski,Associate Advisor,"BLVD Private Wealth, LLC",michaelb@blvdpw.com,,Salesforce
10946907,Inactive Investor,David Mongeau,Advisor;Chief Compliance Officer;Chief Executive Officer;Owner,Chess Financial Planning LLC,david@chessfinancialplanning.com,,Salesforce
11152278,Inactive Investor,Jeffrey Kingzett,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",jeffrey.kingzett@ampf.com,,Salesforce
11029430,Inactive Investor,Gregory Dellis,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Modesto CA 1314 G St",greg.dellis@tfaconnect.com,,Salesforce
10974947,Inactive Investor,Rodny Mur,,J.P. Morgan Securities LLC Miami FL 295 NE 18th St,rodny.mur@chase.com,,Salesforce
10614173,,Arthur Gerry,Financial Advisor,,agerry@lfnllc.com,,List Import
188903,,Nalin Agarwal,,[Unknown],nalinagarwal@outlook.com,,source
10949236,Inactive Investor,Jennifer Vasquez,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jennifer.vasquez@tiaa.org,,Salesforce
10794555,Inactive Investor,Brandon Harrington,Associate Financial Advisor,"Ameriprise Financial Services, LLC Buffalo NY 8310 Wehrle Dr",brandon.m.harrington@ampf.com,,Salesforce
11010392,Inactive Investor,Brent Lyons,,LPL Financial LLC Marysville WA Private Residence,brent.lyons@lpl.com,,Salesforce
11015533,Inactive Investor,Lanny Derby,,"Allstate Financial Services, LLC Sandy UT 8671 S Highland Dr",,,Salesforce
11117574,Inactive Investor,Jason Yang,,Citigroup Global Markets Inc.,,,Salesforce
341624,,Annmarie Baker,Director,"Muzinich & Co., Inc.",abaker@muzinich.com,212-888-3413,Manual List Upload
10616758,,Derek McDaniel,,,dmcdaniel@ml.com,,List Import
11217729,,Vincent Jiovenetta,,,vjiovenetta@commonwealth.com,,List Import
10842718,Inactive Investor,Bradley Berger,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 505 Broadway",brad.berger@ampf.com,,Salesforce
11058144,Inactive Investor,Malcolm Rose,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10903337,Inactive Investor,Carol Cunningham,,PFS Investments Inc. Buford GA 2550 Hamilton Mill Rd,carol.cunningham@primerica.com,,Salesforce
10841216,Inactive Investor,Daniel Goeddel,,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,daniel.goeddel@lpl.com,,Salesforce
10938167,Inactive Investor,Brenden Stephenson,,Cetera Financial Specialists LLC West Branch MI 203 S 2nd St,,,Salesforce
11190419,Inactive Investor,Andrew Pursel,Financial Advisor;Vice President,Matune Basile Advisors,andrew@matunebasile.com,,Salesforce
11122602,Inactive Investor,Patrick Finnegan,Financial Advisor,Edward Jones Saint Louis MO 403 Jackson Ave,patrick.finnegan@edwardjones.com,,Salesforce
11085967,Inactive Investor,Joseph Hoon,Director,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,,,Salesforce
11054787,Inactive Investor,Jose Lopez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
122727,,Molly Bennard,Principal,"Atlas Private Wealth Management, Llc",mbennard@focuspartners.com,847-513-6300,Manual List Upload
11198096,Inactive Investor,Aaron Hale,,MWA Financial Services Inc. Marion IL 201 W Main St,aaron.s.hale@mwarep.org,,Salesforce
10912492,Inactive Investor,Thomas Atkinson,Financial Advisor,LPL Financial LLC Charlotte NC 5950 Fairview Rd,thomas.atkinson@lpl.com,,Salesforce
9634236,,Timothy Cunningham,,,tcunningham@touchstonegroupllc.com,,List import
10919600,Inactive Investor,Terese Roberts,,LPL Financial LLC Brownsville TX Private Residence,terese.roberts@lpl.com,,Salesforce
10799223,Inactive Investor,Raul Aballi,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",raul_aballi@ml.com,,Salesforce
9566736,,Richard Grajewski,,,richard.grajewski@pnc.com,,List import
10805859,Inactive Investor,Stephanie Polen,Senior Registered Associate,Morgan Stanley Cincinnati OH 221 E 4th St,stephanie.polen@morganstanley.com,,Salesforce
9562774,,Hunter Nighbert,,,hnighbert@mcfadvisors.com,,List import
10804080,Inactive Investor,Christine Cavell,Client Service Associate;Senior Client Service Associate,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",christine.cavell@raymondjames.com,,Salesforce
10863571,Inactive Investor,William Steck,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",will.steck@wellsfargoadvisors.com,,Salesforce
11123009,Inactive Investor,Arnold McQueary,,"Charles Schwab & Co., Inc. Foster City CA Private Residence",arnold.mcqueary@schwab.com,,Salesforce
9619138,,Matthew Walsh,,,mwalsh@hudsonbaycapital.com,,List import
116515,,Clifford England,,"VALIC Financial Advisors, Inc.",clifford.england@valic.com,770-395-4714,
10872265,Inactive Investor,James Gissel,,"Farmers Financial Solutions, LLC Saint Paul MN 600 Inwood Ave N",jgissel@farmersagent.com,,Salesforce
11142548,Inactive Investor,Yale Hoffberg,Assistant Vice President;Financial Advisor;Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",yale.hoffberg@rbc.com,,Salesforce
9633468,,Ron Lym,,,ron.rlym@gmail.com,,List import
11079569,Inactive Investor,Sean Goodlet,Financial Advisor;Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,sean.goodlet@ubs.com,,Salesforce
10860281,Inactive Investor,Jasen Ishihara,Financial Advisor,LPL Financial LLC Honolulu HI 832 S Hotel St,j.ishihara@lpl.com,,Salesforce
11033133,Inactive Investor,May Schad,Senior Client Service Associate,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,may.schad@ubs.com,,Salesforce
9547602,,Kyrin Dana,,,kyrin.dana@gmail.com,,List import
10825889,Inactive Investor,Kyle Vaclav,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Canfield OH 4137 Boardman Canfield Rd",kyle.vaclav@ampf.com,,Salesforce
10885097,Inactive Investor,Christopher Cuvinan,Executive Director;Lending Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,christopher.cuvinan@jpmorgan.com,,Salesforce
10811377,Inactive Investor,Valerie Campbell,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Baltimore MD 401 E Pratt St",valerie.campbell@wellsfargoadvisors.com,,Salesforce
347675,,Gregory Hoernschemeyer,"Vice President, reg Rep",Horan Wealth Management,ghoernschemeyer@horanassoc.com,513-745-0707,Manual List Upload
142589,,Darrin McAninch,Financial Planner,Lincoln Financial Advisors Corporation,darrin.mcaninch@lfg.com,860-466-1191,
10920941,Inactive Investor,Stephanie Mayoral,,Householder Group Estate & Retirement Specialists Tucson AZ 2030 E Speedway Blvd,sford@householdergroup.com,,Salesforce
11210676,Inactive Investor,Benjamin Culicerto,,J.P. Morgan Securities LLC Charlotte NC 3319 Pineville - Matthews Rd,benjamin.culicerto@chase.com,,Salesforce
11051229,Inactive Investor,James Redinger,Financial Advisor;First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Akron OH 3600 Embassy Pkwy",mike.redinger@stifel.com,,Salesforce
11000120,Inactive Investor,Andres Valles,,J.P. Morgan Securities LLC Long Beach CA 3901 Atlantic Ave,andres.valles@chase.com,,Salesforce
10656895,,Clare Conlisk,,,clare.conlisk@morganstanley.com,,List Import
11114034,Inactive Investor,Kristine Tarricone,,"Farmers Financial Solutions, LLC Bakersfield CA 120 H St",khill@farmersagent.com,,Salesforce
11110395,Inactive Investor,Portia Ryan-Gerton,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;Wealth Management Advisor,"Transformation Wealth Management, LLC Atlanta GA 3100 Interstate North Cir SE",,,Salesforce
10791313,Inactive Investor,Robert McKay,Financial Advisor,LPL Financial LLC Bangor ME 80 Exchange St,robert.mckay@lpl.com,,Salesforce
9555327,,Alyssa Lee,,,lee.alyssa@principal.com,,List import
11094101,Inactive Investor,Edward Gunning,,"Bankers Life Securities, Inc. North Charleston SC 7410 Northside Dr",edward.gunning@bankerslife.com,,Salesforce
11036053,Inactive Investor,Sara Hobbs,,"Raymond James & Associates, Inc.",sara.hobbs@raymondjames.com,,Salesforce
11238330,Inactive Investor,David Levine,,Neuberger Berman,david.levine@nb.com,,Salesforce
9558786,,Ernest Chisena,,,echisena@latitudefinancial.net,,List import
11186386,Inactive Investor,William Fochi,Financial Representative,"Northwestern Mutual Investment Services, LLC Glastonbury CT 41B New London Tpke",william.fochi@nm.com,,Salesforce
10658678,,Carla Reilly,,,carla.reilly@lpl.com,,List Import
10862566,Inactive Investor,Jonathan Cabrera,,Morgan Stanley San Rafael CA 1101 5th Ave,,,Salesforce
11125994,Inactive Investor,Troy Nguyen,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",troy.nguyen@bernstein.com,,Salesforce
10849726,Inactive Investor,Stacey Spedden-Irrgang,Financial Planner,"Osaic FA, Inc. Cockeysville MD 307 International Cir",stacey.spedden@lfg.com,,Salesforce
9629259,,Zach Bruch,,,zachbruch36@gmail.com,,List import
9595626,,Charles Gunn,,,charlesgunn1@verizon.net,,List import
10613341,,Eric Wagner,"Financial Advisor, Senior Vice President - Wealth Management",,eric.m.wagner@ubs.com,,List Import
11232824,Inactive Investor,Cynthia Holland Rodriguez,,"Transamerica Financial Advisors, Inc San Antonio TX 84 NE Loop 410",,,Salesforce
10842689,Inactive Investor,John Sullivan,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",john_paul_sullivan@ml.com,,Salesforce
11082815,Inactive Investor,Danielle Chappell,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,dchappell@primerica.com,,Salesforce
10753274,Inactive Investor,Ronald Horta,,Cetera Advisor Networks LLC Monterey CA 501 E Franklin St,hortar@ceteranetworks.com,,Salesforce
9648202,,Henok Kidane,,,teweldekidane29@yahoo.com,,List import
11015707,Inactive Investor,Suzanne Funk,,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",,,Salesforce
10829063,Inactive Investor,April Oliver,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 4500 Cameron Valley Pkwy",april.m.oliver@ampf.com,,Salesforce
11190737,Inactive Investor,Buddie Ballard,Founding Partner;Managing Partner;Portfolio Manager,Alpha Capital Management,bud@alphacapm.com,,Salesforce
10799622,Inactive Investor,Benjamin Hopps,Director - Alternative Investments;Financial Advisor;Senior Investment Management Consultant;Vice President,Morgan Stanley Oxnard CA 300 E Esplanade Dr,benjamin.hopps@morganstanley.com,,Salesforce
11178859,Inactive Investor,Christopher Koehne,,LPL Financial LLC Midlothian VA 4901 Millridge Pkwy E,christopher.koehne@lpl.com,,Salesforce
11261107,Inactive Investor,David Schue,Portfolio Manager;Research Analyst,"Cascade Investment Advisors, Inc.",david.schue@cascadeinvestors.com,,Salesforce
10914175,Inactive Investor,Michael Bailey,Financial Advisor,"Pruco Securities, LLC. Saint Petersburg FL 2100 5th Ave N",mike2.bailey@prudential.com,,Salesforce
11037567,Inactive Investor,Omar Khan,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",okhan@financialguide.com,,Salesforce
10999553,Inactive Investor,Erica Franklin,,"Empower Financial Services, Inc Silverdale WA Private Residence",erica.franklin@empower.com,,Salesforce
10962787,Inactive Investor,Edith Ortiz,,LPL Financial LLC Chicago IL 11545 W Touhy Ave,edith.ortiz@lpl.com,,Salesforce
11164438,Inactive Investor,Christopher Claridge,,"DFPG Investments, LLC Thatcher AZ 3939 W Main St",cclaridge@dfpg.com,,Salesforce
11059329,Inactive Investor,Joao Correia,Founder;Portfolio Advisor,"Madison Asset Advisors, LLC",,,Salesforce
11163724,Inactive Investor,Brett Peters,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brett.peters@fidelity.com,,Salesforce
9648167,,yuna kim,,,nighttigeryuna@gmail.com,,List import
10851431,Inactive Investor,David Kirkham,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,kirkhamd@ceteranetworks.com,,Salesforce
10822895,Inactive Investor,Mary Werdmann,Associate Director;Team Administrator,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,mary.werdmann@ubs.com,,Salesforce
10916503,Inactive Investor,Ward Lyon,,"Transamerica Financial Advisors, Inc Orange CA 765 The City Dr S",ward.lyon@tfaconnect.com,,Salesforce
10947281,Inactive Investor,Austin Watts,,"Osaic Wealth, Inc. Memphis TN 5050 Poplar Ave",,,Salesforce
11191181,Inactive Investor,Manuela Diaz,Chief Operating Officer;Director,RoundAngle Advisors LLC White Plains NY 723 N Broadway,ndiaz@roundangleadvisors.com,,Salesforce
371412,,Bill Kelley,,United States,bkgerard1984@gmail.com,,Salesforce
10898025,Inactive Investor,Robert Shelton,Financial Advisor,Edward Jones Glenmoore PA 2928 Conestoga Rd,leon.shelton@edwardjones.com,,Salesforce
9615329,,Steven Ng-Haing,,,steven.nghaing@gmail.com,,List import
10939767,Inactive Investor,Jayson Brandner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10995256,Inactive Investor,Rick Rodriguez,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,rick.rodriguez@primerica.com,,Salesforce
11035555,Inactive Investor,Edelys Serrano Jiminez,,PFS Investments Inc. West Palm Beach FL 2101 Vista Pkwy,edelys.serrano@primerica.com,,Salesforce
159271,,Aaron Caradonna,,[Unknown],aaron.caradonna@gmail.com,,Paid Social
372586,,Julian Cohen,,United States,hockeyinjune@gmail.com,,Salesforce
11149041,Inactive Investor,Ricky Small,,"Ameritas Investment Company, LLC Lincoln NE 390 N Cotner Blvd",rsmall@ameritas.com,,Salesforce
10687199,,Saleem El-Amin,,,saleem8t0@gmail.com,2027135225,Web Form Fillout
11108721,Inactive Investor,Peter Mcdonnell,,LPL Financial LLC Buffalo NY 285 Delaware Ave,peter.mcdonnell@lpl.com,,Salesforce
235128,,Jack Harrill -,,Jack Harrill [[Unknown]],jackmharrill@hotmail.com,,
10999134,Inactive Investor,Mario Francis,,PFS Investments Inc. Richmond VA 9411 Hull Street Rd,mario.francis@primerica.com,,Salesforce
10976971,Inactive Investor,Bridget Patel,Senior Financial Advisor,Values Added Financial,bridget@valuesaddedfinancial.com,,Salesforce
11107466,Inactive Investor,Joseph Lalli,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11146167,Inactive Investor,Eduardo Gutierrez,,Morgan Stanley Miami FL 220 Alhambra Cir,eduardo.gutierrez@morganstanley.com,,Salesforce
10645001,,David Fitchett,,,fitchett.david@ntrs.com,,List Import
10794699,Inactive Investor,Neal Tarbox,,"Osaic Institutions, Inc. Harrisonburg VA 890 W Market St",ntarbox@infinexgroup.com,,Salesforce
10882987,Inactive Investor,Karla Romero,,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",,,Salesforce
11135980,Inactive Investor,Sean Lipka,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10795243,Inactive Investor,Nancy Rizzuto,Managing Member;Principal,Cap Strat,nrizzuto@capstratig.com,,Salesforce
11119264,Inactive Investor,Dalton Combs,Personal Banker,"Wells Fargo Clearing Services, LLC Littleton CO 5601 S Broadway",,,Salesforce
10803386,Inactive Investor,Laird Hepburn,Chief Compliance Officer;Manager;Managing Partner;Partner,BSG Advisers,lhepburn@bsgadvisers.com,,Salesforce
9590150,,Ethen Mathias,,,mathieth20@gmail.com,,List import
10890165,Inactive Investor,Robert Wiens,,Evercore Group L.L.C.,,,Salesforce
10802818,Inactive Investor,Justin Carlson,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",justin.carlson@equitable.com,,Salesforce
11019615,Inactive Investor,John Nee,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Asheboro NC 350 N Cox St",john.nee@equitable.com,,Salesforce
10947325,Inactive Investor,Nicholson Garrett,,"DAI Securities, LLC Costa Mesa CA 650 Town Center Dr",,,Salesforce
10765808,Inactive Investor,Ali Boop-Nilsen,Senior Client Associate,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",ali.boop@wfadvisors.com,,Salesforce
11236816,Inactive Investor,Barbara Healy,Senior Consultant,NFP Retirement Inc. Scottsdale AZ Private Residence,barbara.healy@nfp.com,,Salesforce
11088473,Inactive Investor,Sarah Nikle,Financial Advisor,Edward Jones West Fargo ND 415 32nd Ave E,sarah.nikle@edwardjones.com,,Salesforce
10900101,Inactive Investor,Randon Sherack,,"Farmers Financial Solutions, LLC Englewood CO 7935 E Prentice Ave",,,Salesforce
340144,,Anglin Mitchell,,[Unknown],mitchellganglin@gmail.com,,Event
11162565,Inactive Investor,Mathew Stone,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10856327,Inactive Investor,Shawn Danziger,,"Cambridge Investment Research, Inc. Montvale NJ 155 Chestnut Ridge Rd",,,Salesforce
11072960,Inactive Investor,Erika Gordon,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",erika.gordon@nm.com,,Salesforce
10801319,Inactive Investor,Robert Gerwing,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,robert.gerwing@morganstanley.com,,Salesforce
748,,,,,kendra2cox50@gmail.com,,
240103,,Thomas Manetta,,Perigon Wealth Management,thomas.manetta@perigonpartners.com,,Database Upload
335974,,Joe Violand,Portfolio Manager,Redtree Investment Group,joe@redtreeinv.com,888-596-2293,Manual List Upload
11082276,Inactive Investor,Harold Caines,,PFS Investments Inc. Pompano Beach FL 7401 Wiles Rd,harold.caines@primerica.com,,Salesforce
10829454,Inactive Investor,David Morrow,Co-Chief Investment Officer;Co-Founder;Director;President;Principal,NewSouth Capital Management Inc Memphis TN 1100 Ridgeway Loop Rd,dsmorrow@newsouthcapital.com,,Salesforce
10943202,Inactive Investor,Juana Juarez,Authorized Officer;Business Risk Specialist,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,juana.juarez@ubs.com,,Salesforce
10883631,Inactive Investor,Marcela Nishikawa,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,marcela.nishikawa@jpmorgan.com,,Salesforce
10897392,Inactive Investor,Jason Duley,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jason.duley@ml.com,,Salesforce
10479787,,John Bridges,,,owls.casuals@gmai.com,,Web Form Fillout
10901586,Inactive Investor,Arseniy Zhukov,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10993438,Inactive Investor,Michael Salorio,Senior Wealth Relationship Manager;Vice President,Citigroup Global Markets Inc. Encinitas CA 109 N El Camino Real,,,Salesforce
9543858,,cristian cifuentes,,,fercho22-1988@hotmail.com,,List import
206837,,Naeem Shah,,[Unknown],naeemshah0@yahoo.com,,Organic Search
11133177,Inactive Investor,Nestor Solis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",nestor.solis@ml.com,,Salesforce
9590341,,kelvin kida,,,kelvinkida22@gmail.com,,List import
10881893,Inactive Investor,Giuseppe Fazio,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",giuseppe.fazio@ml.com,,Salesforce
10786744,Inactive Investor,Michelle Gallagher,,Fidelity Brokerage Services LLC,michelle.gallagher@fidelity.com,,Salesforce
10617985,,Steven Hyett,,,steve.hyett@wellsfargoadvisors.com,,List Import
9566694,,Declan Scott,,,deceatsfood@gmail.com,,List import
10974779,Inactive Investor,Ethan Betts,Financial Advisor;Financial Planner;Financial Services Representative,"MML Investors Services, LLC Exeter NH 149 Water St",,,Salesforce
8901254,,[Unknown],,,richard.j.condeelis@lpl.com,,Web Form Fillout
11238637,Inactive Investor,John Benear,,Dw Healthcare Partners,jay@dwhp.com,,Salesforce
11150091,Inactive Investor,Jed Chmara,,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
11231888,Inactive Investor,Brandon Baxter,Specialist,The Huntington Investment Company,brandon.baxter@huntington.com,,Salesforce
11175892,Inactive Investor,Bryan Schlundt,,Fidelity Brokerage Services LLC El Segundo CA 2009 Park Pl,bryan.schlundt@fmr.com,,Salesforce
334521,,Jennifer Kreger,Managing Partner,Celadon Managed Wealth,jkreger@celadonwealth.com,952-767-5839,Manual List Upload
11106448,Inactive Investor,Thomas Northern,,"Allstate Financial Services, LLC Derwood MD 7218 Muncaster Mill Rd",thomasnorthern@allstate.com,,Salesforce
10908397,Inactive Investor,Chad Fischer,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,dj.fischer.kd2y@statefarm.com,,Salesforce
10918496,Inactive Investor,Clara Starkey,Financial Advisor,Edward Jones Greenfield IN 1780 Melody Ln,clara.starkey@edwardjones.com,,Salesforce
11186367,Inactive Investor,Michael Cameron,Financial Advisor,LPL Financial LLC Plant City FL 110 W Reynolds St,michaels.cameron@lpl.com,,Salesforce
9636854,,Lyn Conley,,,lyn.conley@fiduciaryvest.com,,List import
10908178,Inactive Investor,Lashonda Zwaschka,,PFS Investments Inc. Tempe AZ 2245 W University Dr,lashonda.zwaschka@primerica.com,,Salesforce
10921170,Inactive Investor,Beverly Hurley,Client Relationship Manager,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",beverly.hurley@ampf.com,,Salesforce
11065486,Inactive Investor,James Thornton,Financial Advisor,"Stifel Independent Advisors, LLC Wilmington NC 6209 Oleander Dr",jthornton@stifelindependence.com,,Salesforce
349822,,Lisa Hergenroeder,Vice President,"Hergenroeder Financial Advisors, Inc.",lisa.hergenroeder@lpl.com,410-769-8262,Manual List Upload
9565215,,Scott Wohlers,,,swohlers@riverplacecapital.com,,List import
9562559,,Barbu Demian,,,demianba@aol.com,,List import
101137,,aj curatolo,Financial Advisor,Ciccarelli Advisory Services Inc,ajcuratolo@cas-naplesfl.com,239-262-6577,Manual List Upload
9606595,,Kelvin Kiama,,,kelvinkiama@gmail.com,,List import
9625660,,Dominique Nicolai,,,nicolaidume@gmail.com,,List import
249027,,Marc Ross,Founder + Team Principal,Caracal,marc@caracal.global,,Manual List Upload
11028461,Inactive Investor,Jianing Lin,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",jianing.lin@prudential.com,,Salesforce
10928348,Inactive Investor,Karen White,,Cetera Financial Specialists LLC,karen.white@cetera.com,,Salesforce
10884849,Inactive Investor,Wheeler Chapman,Chief Compliance Officer;Managing Member,"Chapman Financial Group, LLC",wchapman@ifmllc.com,,Salesforce
9548160,,Sheryl Hines,,,sheryl.hines@suntrust.com,,List import
10616513,,Richard Shanley,,,richard.shanley@lpl.com,,List Import
10829258,Inactive Investor,Zachary Simpson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 6645 Caminito Coors NW",zachary.d.simpson@ml.com,,Salesforce
10764972,Inactive Investor,Daniel Studer,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",studerd@stifel.com,,Salesforce
10844218,Inactive Investor,Peter Philpott,Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,pphilpott@rwbaird.com,,Salesforce
10914376,Inactive Investor,Dawn Kirchner,,"Centaurus Financial, Inc. Santa Barbara CA 5142 Hollister Ave",,,Salesforce
10841085,Inactive Investor,Gary Lutwen,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",gary.lutwen@ampf.com,,Salesforce
343492,,Allan Watts,Financial Advisor,"Keystone Financial Group, Llc",allan.watts@keystoneky.com,859-317-8316,Manual List Upload
11116464,Inactive Investor,Omar Romero-Preciado,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11052906,Inactive Investor,Scott Shulman,,Cetera Financial Specialists LLC Boca Raton FL 5550 Glades Rd,scott.shulman@ceterafs.com,,Salesforce
9625324,,Thomas Vehec,,,tavehec1@gmail.com,,List import
353054,,Rohit Pursram,CEO,Ready2Ride,rpursram@gmail.com,,Event
10912493,Inactive Investor,Decius Aaron,,PFS Investments Inc. Macon GA 3200 Riverside Dr,decius.aaron@primerica.com,,Salesforce
10833828,Inactive Investor,Doo Hong,,Cetera Investment Services LLC Pasadena CA 155 N Lake Ave,doohan.hong@ceterainvestors.com,,Salesforce
10788567,Inactive Investor,Stewart Anderson,First Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Franklin TN 6100 Tower Cir,stewart.g.anderson@ubs.com,,Salesforce
9578579,,Catherine Glock,,,cyoung@capitaladv.com,,List import
10884424,Inactive Investor,Dana Johnson,Client Service Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,,,Salesforce
10814825,Inactive Investor,Wesley Miller,,Morgan Stanley San Francisco CA 221 Main St,,,Salesforce
10778879,Inactive Investor,Julio Velis,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,julio.velis@fidelity.com,,Salesforce
341499,,Richard Cocozza,"Senior Managing Director, Chief Risk Officer Of Avenue Capital Group","Avenue Capital Management Ii, L.p.",rcocozza@avenuecapital.com,212-878-3500,Manual List Upload
11010616,Inactive Investor,Gera Mann,,PFS Investments Inc. Round Rock TX 500 E Palm Valley Blvd,mann@primerica.com,,Salesforce
10810885,Inactive Investor,Douglas Littlewood,,"HighTower Securities, LLC Buffalo NY 747 Hopkins Rd",dlittlewood@hightoweradvisors.com,,Salesforce
9602294,,Benjamin Shanahan,,,ben@boeq.com.au,,List import
10809309,Inactive Investor,Jonathan Merckens,Financial Planner,Commonwealth Financial Network Strongsville OH 11925 Pearl Rd,jmerckens@commonwealth.com,,Salesforce
10790279,Inactive Investor,Jordan Hernandez,Private Client Advisor,J.P. Morgan Securities LLC Charlotte NC 9815 Rea Rd,jordan.hernandez@jpmorgan.com,,Salesforce
10794313,Inactive Investor,Carol Mawhorr,Financial Advisor,Edward Jones Zanesville OH 1396 Brandywine Blvd,carol.mawhorr@edwardjones.com,,Salesforce
10824204,Inactive Investor,Kevin Schnell,Manager;Member,"Schnell Financial Group, LLC",legal@schnellfinancialgroup.com,,Salesforce
10906156,Inactive Investor,Michael Fornasier,,PlanMember Securities Corporation Ponte Vedra FL 1193 Salt Marsh Cir,mfornasier@planmember.com,,Salesforce
11129296,Inactive Investor,Nhien Levitt,,Cetera Investment Services LLC New York NY 1430 Broadway,nhien.duong@ceterais.com,,Salesforce
11053823,Inactive Investor,Arynton Hardy,Chief Compliance Officer;Chief Executive Officer;Principal;Wealth Manager,Hardy Capital Investments LLC,arynton@hardycap.com,,Salesforce
10943035,Inactive Investor,Janice Parnell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10645904,,Mallory Altenhofen,,,mhorejs@williamblair.com,,List Import
10836829,Inactive Investor,Mary McGonigal,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Tacoma WA 1301 A St,mary.mcgonigal@morganstanley.com,,Salesforce
10648411,,Conner Dorris,,,conner.dorris@fidelity.com,,List Import
11019883,Inactive Investor,Mimi Yong,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,,,Salesforce
9580922,,pinguino kolb,,,spelunkin.btc@gmail.com,,List import
10853803,Inactive Investor,Steven Kaplan,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",stevenkaplan@financialguide.com,,Salesforce
10812832,Inactive Investor,Ross Burke,Advisor;Financial Professional,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
10970140,Inactive Investor,Isabella Woodward-Montes,,Goldman Sachs & Co.,,,Salesforce
10797450,Inactive Investor,Adam Pearsall,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Glens Falls NY 1 Broad Street Plz,adam.pearsall@ubs.com,,Salesforce
10942439,Inactive Investor,Megan Breslin,Senior Wealth Manager,"Sand Hill Global Advisors, LLC",mbreslin@sandhillglobaladvisors.com,,Salesforce
11021867,Inactive Investor,John Christoforidis,,"Spartan Capital Securities, LLC Garden City NY 595 Stewart Ave",jchristoforidis@spartancapital.com,,Salesforce
10991127,Inactive Investor,Anna Pfaehler,Partner;Wealth Advisor,Constellation Wealth Advisors,pfaehler@constellation-wealth.com,,Salesforce
9619529,,Preston Postlethwaite,,,preston@vimbly.com,,List import
10790134,Inactive Investor,Phyllis Holmes,,"Principal Securities, Inc. Spokane WA Private Residence",holmes.phyllis@principal.com,,Salesforce
11014870,Inactive Investor,Daniel Adams,,LPL Financial LLC Dayton OH 7990 Clyo Rd,daniel.adams@lpl.com,,Salesforce
10846700,Inactive Investor,George Grewe,Investment Advisor Representative;Vice President,"Chapin, Davis",ggrewe@chapindavis.com,,Salesforce
7679733,,Robert Gorkeh Ackah,,,unclegorkeh123@gmail.com,,Web form fillout
9569185,,Micheal Foster,,,micheal.foster@valic.com,,List import
11114164,Inactive Investor,Christopher Kilmer,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Dripping Springs TX 200 Benney Ln,,,Salesforce
238988,,Glenn Fisher,,United States,glenfisher.gfer@gmail.com,,
10912686,Inactive Investor,Schuyler Wakefield,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth MA 15 Caswell Ln",schuyler.wakefield@ampf.com,,Salesforce
219393,,Chan Ah Wee,,[Unknown],weechanwee@gmail.com,,
11045727,Inactive Investor,Karen Lee,Financial Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,karen.lee@lpl.com,,Salesforce
11100704,Inactive Investor,William Colburn,,"Raymond James Financial Services, Inc. Hopkinsville KY 603 S Main St",william.colburn@raymondjames.com,,Salesforce
10925617,Inactive Investor,Mario Sauma,,Citigroup Global Markets Inc.,,,Salesforce
11032766,Inactive Investor,Matthew Levine,,"IFP Securities, LLC Chagrin Falls OH Private Residence",,,Salesforce
11103379,Inactive Investor,Kenneth Howard,,"Avantax Investment Services, Inc. Gotha FL Private Residence",howardk@myavantax.com,,Salesforce
9556159,,David Settelmyer,,,dsettelmyer@latitudefinancial.net,,List import
10905272,Inactive Investor,Benjamin Leach,,"Farmers Financial Solutions, LLC Minneapolis MN 3802 Nicollet Ave",bleach@farmersagent.com,,Salesforce
10886612,Inactive Investor,Treven Still,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,treven.still@jpmorgan.com,,Salesforce
11052924,Inactive Investor,Robert Freilicher,,"MML Investors Services, LLC Johns Island SC Private Residence",rfreilicher@financialguide.com,,Salesforce
10915805,Inactive Investor,Diego Velasquez,,"Kestra Investment Services, LLC Coral Springs FL 2900 N University Dr",,,Salesforce
10956183,Inactive Investor,Michael Palmer,Chief Compliance Officer;Managing Member;Managing Principal,Ark Royal Wealth Management LLC,mpalmer@ark-wealth.com,,Salesforce
10789254,Inactive Investor,Stuart Appel,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",sappel@htk.com,,Salesforce
10763681,Inactive Investor,Jamie Ward,,Coker & Palmer,jward@cokerpalmer.com,,Salesforce
10773424,Inactive Investor,David Lenahan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",david_lenahan@ml.com,,Salesforce
10962002,Inactive Investor,John Bender,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
10816549,Inactive Investor,Steven Strambi,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",strambis@stifel.com,,Salesforce
10647295,,Gwendolyn Yanish,,,wendy.yanish@wfafinet.com,,List Import
9596859,,John Barnes,,,jbarnes@pstadvisors.com,,List import
1001963,Inactive Investor,Alan Strauss,Investor Relations Director,Crystal Family Office,astrauss@crystalfunds.com, +1 305 868 1500,
11075239,Inactive Investor,Leah Wheeler,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",leah.wheeler@equitable.com,,Salesforce
11212707,Inactive Investor,Margaret Losurdo,,"Stifel, Nicolaus & Company, Incorporated Skaneateles NY 36 Jordan St",losurdom@stifel.com,,Salesforce
340369,,Nick Anhut,Senior Municipal Advisor,Ehlers,nanhut@ehlers-inc.com,800-717-9742,Manual List Upload
10823528,Inactive Investor,Gregory Waters,Vice President,Investors Asset Management of Georgia Inc Braselton GA 3804A Village Way,gwaters@investorsassetmanagement.com,,Salesforce
11070745,Inactive Investor,William Richardson,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",,,Salesforce
10784935,Inactive Investor,Scott Geiger,Financial Advisor,Edward Jones Whitehall MI 211 S Mears Ave,scott.geiger@edwardjones.com,,Salesforce
10908953,Inactive Investor,Eric Walton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
223434,,Philip Danisi,founder,Danisi & Gassman LLP,pmd@dglawnyc.com,,
11100244,Inactive Investor,David Hirota,Financial Advisor,"Ameriprise Financial Services, LLC Renton WA 707 S Grady Way",david.hirota@ampf.com,,Salesforce
11125907,Inactive Investor,Risa Jones,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",risa_jones@ml.com,,Salesforce
337976,,Jason Brake,Wealth Advisor,"Northwest Wealth Management, Llc",jvandebrake@bank-northwest.com,877-207-0994,Manual List Upload
9630415,,Dmitriy Khait,,,khaitdmitriy@gmail.com,,List import
336338,,David Norcom,Limited Partner,"Norcap Investment Management, L.p.",dnorcom@norcapfunds.com,972-701-8813,Manual List Upload
10959844,Inactive Investor,Kevin Peet,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9603214,,Payeman Raja,,,payeman@gmail.com,,List import
11234875,Inactive Investor,Derek Williams,Wealth Advisor,"Veratis Advisors, Inc.",dwilliams@veratisadvisors.com,,Salesforce
182658,,bulent ates,,[Unknown],bulenthe@gmail.com,,Organic Search
11114546,Inactive Investor,Rachel Flores,,PFS Investments Inc. Redlands CA 721 Nevada St,,,Salesforce
10791334,Inactive Investor,Cesar Gonzalez,Branch Manager,J.P. Morgan Securities LLC Elmhurst IL 163 N York St,cesar.gonzalez@jpmorgan.com,,Salesforce
11032373,Inactive Investor,Peter Vanderkley,Financial Advisor,LPL Financial LLC Newark DE 5 Hunting Ct,peter.vanderkley@lpl.com,,Salesforce
11068166,Inactive Investor,James Szczybor,Financial Advisor,Edward Jones Cocoa Beach FL 503 N Orlando Ave,james.szczybor@edwardjones.com,,Salesforce
11235768,Inactive Investor,Silvan Notzli,Chief Investment Officer,"Global Wealth Management, L.C.",,,Salesforce
10967310,Inactive Investor,Jason Dickelman,,State Farm VP Management Corp.,jason.dickelman.rt5k@statefarm.com,,Salesforce
4317664,,rico dany,,,cghj54@gmail.com,,Web Form Fillout
10963260,Inactive Investor,Douglas Sokolik,,"BOK Financial Securities, Inc. Stamford CT 1 Landmark Sq",dsokolik@bokf.com,,Salesforce
10480314,,William Jaques,,,wfjaques@gmail.com,,Web Form Fillout
10959546,Inactive Investor,Devon Payan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9591971,,Zach Wirth,,,zwirth22@gmail.com,,List import
11027973,Inactive Investor,Jeffrey Turton,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11090637,Inactive Investor,Stephen Lowery,Private Client Banker,J.P. Morgan Securities LLC San Diego CA 3830 Valley Centre Dr,stephen.lowery@chase.com,,Salesforce
9551438,,Nathan Halisky,,,n.halisky@fi.com,,List import
10977912,Inactive Investor,Joel Anderson,Financial Advisor,Values Added Financial Monroeville PA Private Residence,,,Salesforce
333823,,Laura Roth,Financial Planning Associate,"Level Financial Advisors, Inc.",lroth@levelfa.com,716-634-6113,Manual List Upload
11092576,Inactive Investor,Patrice Njento,,"First Command Brokerage Services, Inc. Tucson AZ 5920 E Pima St",pnnjento@firstcommand.com,,Salesforce
9608734,,Osman Damian Kamara,,,okamara@gmail.com,,List import
11221244,,David Moskowitz,,,david.moskowitz@ml.com,,List Import
10896085,Inactive Investor,Lindsey Young,Chief Compliance Officer;Founder,Quiet Wealth,,,Salesforce
10431030,,cheral henriques,,,eadenbrown89@gmail.com,,Web Form Fillout
10904951,Inactive Investor,Kelly Kennedy,Financial Planner;Private Wealth Advisor,"Osaic FA, Inc. Sewickley PA 2200 Georgetown Dr",kelly.knable@lfg.com,,Salesforce
10907118,Inactive Investor,Shaun Connolly,Financial Advisor;Managing Member;Principal,Connolly Financial Durango CO 752 Main Ave,shaun@connolly-financial.com,,Salesforce
10753037,Inactive Investor,Angela Sundstrom,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",angela.sundstrom@ml.com,,Salesforce
11133168,Inactive Investor,Gary Grossman,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",gary.grossman@ml.com,,Salesforce
11001338,Inactive Investor,Akhil Pruthi,Financial Advisor,Edward Jones Orange CA 1467 N Wanda Rd,akhil.pruthi@edwardjones.com,,Salesforce
10756369,Inactive Investor,Paul Salas,Financial Advisor;Financial Planning Specialist;Wealth Management Analyst,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,paul.salas@morganstanley.com,,Salesforce
10861902,Inactive Investor,Judy Oldziey,,Cetera Advisor Networks LLC Dover DE Private Residence,oldzieyj@ceteranetworks.com,,Salesforce
9576583,,Michael Swallow,,,mswallow@cbiz.com,,List import
10902412,Inactive Investor,Barbara Offobiesin,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10857913,Inactive Investor,Paul White,Financial Advisor,Edward Jones Fredericksburg TX 701 S Adams St,,,Salesforce
10894849,Inactive Investor,Jacob Roland,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",jacob.roland@nm.com,,Salesforce
228157,, -,,[[Unknown]],nkwilson@sina.com,,
9546651,,Ben Dunn,,,bendone@gmail.com,,List import
10925433,Inactive Investor,Stuart Pierson,Founder;President,Piedmont Capital Asset Management LLC,spierson@piedmontcapital.net,,Salesforce
9603668,,Nancy Ng-Sharp,,,sutysm@gmail.com,,List import
333281,,Sean McCann,,Schneider Downs Wealth,smccann@schneiderdowns.com,,
10833480,Inactive Investor,Ryan Getz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",ryan.getz@ml.com,,Salesforce
11022715,Inactive Investor,David Lochstampfor,,"Larson Financial Securities, LLC Saint Charles MO 1012 1st Capitol Dr",,,Salesforce
11059013,Inactive Investor,Zikun Xu,,NYLIFE Securities LLC New York NY 420 Lexington Ave,zxu@eaglestrategies.com,,Salesforce
9551847,,Jeffrey Zak,,,jeffrey.zak@gapstow.com,,List import
11235653,Inactive Investor,Daniel Blecher,Chief Compliance Officer;Principal,"Pivot Investment Planning, LLC",,,Salesforce
10830815,Inactive Investor,Chad Jones,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,chad.jones@lpl.com,,Salesforce
337853,,Sarah Nichols,"Executive Committee Member, Partner, Senior Portfolio Manager, Head Of Research",Edgbaston Investment Partners,snichols@edgbastonip.com,011-442-072583170,Manual List Upload
10951188,Inactive Investor,Honor Didonato,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,honor.didonato.ligt@statefarm.com,,Salesforce
10644154,,Jared Feeney,,,jared.feeney@nb.com,,List Import
10827452,Inactive Investor,Jaime Banghart,Senior Client Service Associate,UBS Financial Services Inc. Westfield NJ 109 N Ave W,jaime.santos@ubs.com,,Salesforce
11206559,Inactive Investor,Daniel Macias,,PFS Investments Inc. Denver CO 4700 Oakland St,danielmacias@primerica.com,,Salesforce
11181424,Inactive Investor,Michel Girardi,Financial Advisor,"Ameriprise Financial Services, LLC Hunt Valley MD 11350 McCormick Rd",michel.girardi@ampf.com,,Salesforce
9607391,,DAEGEON KWON,,,ethanrooney21@gmail.com,,List import
10968307,Inactive Investor,Joshua Mayo,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10865398,Inactive Investor,Richard Brenneman,,"Mutual of Omaha Investor Services, Inc. Sioux Falls SD 122 S Phillips Ave",richard.brenneman@mutualofomaha.com,,Salesforce
11025964,Inactive Investor,Eddy Kelly,,PFS Investments Inc. Lancaster PA 440 Running Pump Rd,,,Salesforce
10881345,Inactive Investor,Michael Rodenbaugh,First Vice President,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",mike.rodenbaugh@raymondjames.com,,Salesforce
11003502,Inactive Investor,Gregory Zolotnitsky,,Jefferies LLC,gzolotnitsky@jefferies.com,,Salesforce
10936663,Inactive Investor,Vanessa Paparone,,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
9637868,,Bradley Hurlburt,,,bhurlburt@cfpbmc.org,,List import
11177697,Inactive Investor,Ernesto Amengual,,Bolton Global Capital Fort Lauderdale FL 55 Weston Rd,,,Salesforce
10973379,Inactive Investor,Justin Nelson,Financial Associate,Thrivent Investment Management Inc. Mantorville MN 508 Clay St,justin.nelson@thrivent.com,,Salesforce
11180024,Inactive Investor,Monica Furner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10930056,Inactive Investor,Tobith McKenzie,Financial Advisor,Hilltop Securities Inc. Spring TX 1610 Woodstead Ct,,,Salesforce
10972672,Inactive Investor,Cody Mathis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cody.mathis@fidelity.com,,Salesforce
9586388,,Gress Lawson,,,lawson.gress@principal.com,,List import
11116934,Inactive Investor,Craig Schwarz,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,craig.schwarz@jpmorgan.com,,Salesforce
11196324,Inactive Investor,John Taliaferro,,State Farm VP Management Corp. Suwanee GA 580 Hwy 23 NW,john.taliaferro.jxbz@statefarm.com,,Salesforce
11190334,Inactive Investor,Alisa Zirbel,,Lincoln Investment Rochester NY 1425 Jefferson Rd,azirbel@lincolninvestment.com,,Salesforce
11231848,Inactive Investor,Vanna Nhem,,Fidelity Brokerage Services LLC,,,Salesforce
10830738,Inactive Investor,Ann-Margret Graham,,"HighTower Securities, LLC Naples FL 9045 Strada Stell Ct",agraham@hightoweradvisors.com,,Salesforce
10837619,Inactive Investor,Douglas Young,,Cetera Advisor Networks LLC Punta Gorda FL 223 Taylor St,,,Salesforce
9545066,,Ahmed Faisal,,,ahmed.faisal.1700@gmail.com,,List import
9573022,,Martha Staniford,,,mstaniford@sontagadvisory.com,,List import
4826668,,Rohit Kedia,,,rohitkediado@gmail.com,,Web Form Fillout
11189504,Inactive Investor,Lauren Gelber,,"The Leaders Group, Inc.",,,Salesforce
9542813,,Taylor Sutherland,,,tsutherland@hhga.com,,List import
11151554,Inactive Investor,Andrew Campbell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,andrew.campbell@fidelity.com,,Salesforce
10765600,Inactive Investor,Charles Wick,Financial Advisor,Edward Jones Gypsum CO 35 Lindbergh Dr,charlie.wick@edwardjones.com,,Salesforce
10727045,,ANdrew Knight,,,andrew@ex-treasury.com,0839403166,Web Form Fillout
11129491,Inactive Investor,Eduardo Ortega,,J.P. Morgan Securities LLC Cypress CA 10011 Valley View St,eduardo.ortega@jpmorgan.com,,Salesforce
11213243,Inactive Investor,Nicole Valko,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10761018,Inactive Investor,Theresa McDonough,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",theresa_k_mcdonough@ml.com,,Salesforce
10953124,Inactive Investor,Frank D'Erasmo,Financial Advisor,"Ameriprise Financial Services, LLC Summit NJ 129 Summit Ave",frank.derasmo@ampf.com,,Salesforce
10935278,Inactive Investor,Cathy Evans,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,cathy.evans@primerica.com,,Salesforce
10783365,Inactive Investor,Kelly Lulis,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",kelly_lulis@ml.com,,Salesforce
10901079,Inactive Investor,John Becker,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,john.becker@fmr.com,,Salesforce
11089165,Inactive Investor,Kelly Ferguson,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,kelly.ferguson@fidelity.com,,Salesforce
11091447,Inactive Investor,Richard Krim,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
11164436,Inactive Investor,Julienne Riddell,,"McDermott Investment Services, LLC Sarasota FL 3400 S Tamiami Trl",jriddell@mcdermottadvisors.com,,Salesforce
11008909,Inactive Investor,Kendrick Jones,,PFS Investments Inc. Carson CA 1145 E Dominguez St,kendrickdonaldjones@primerica.com,,Salesforce
10933339,Inactive Investor,Susan Curry,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",susan.curry@truist.com,,Salesforce
10791094,Inactive Investor,Robert Vile,Managing Director,Prime Solutions Financial Services Corp. Horsham PA 721 Dresher Rd,,,Salesforce
9612491,,Michael Wu,,,mwu@castleark.com,,List import
10616725,,Philip Reynolds,,,philip.reynolds@ml.com,,List Import
11085538,Inactive Investor,Joseph Rubino,,J.P. Morgan Securities LLC Monsey NY 410 Rte 59,joseph.m.rubino@chase.com,,Salesforce
10973405,Inactive Investor,Malaika Motaboli,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11087442,Inactive Investor,Robert Finnegan,,LPL Financial LLC Minneapolis MN 6240 Hwy 65 NE,robert.finnegan@lpl.com,,Salesforce
11146451,Inactive Investor,Hunter Johnston,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",hunter.johnston@hantzgroup.com,,Salesforce
10947282,Inactive Investor,Malcolm Gill,,"Empower Financial Services, Inc",malcolm.gill@empower.com,,Salesforce
10953525,Inactive Investor,Andrew Godwin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11160264,Inactive Investor,David Dickman,Vice President,Rothschild Investment LLC,ddickman@rothschildinv.com,,Salesforce
197712,,Darren Sardoff,,Sandy Cheeks Management,dsardoff@gmail.com,,Organic Search
10868082,Inactive Investor,Rodney Cupp,,Cetera Advisor Networks LLC Waunakee WI 114 W Main St,cuppr@ceteranetworks.com,,Salesforce
11104711,Inactive Investor,Lisbeth Burguera,,PFS Investments Inc. Tampa FL 14043 N Dale Mabry Hwy,lisbeth.burguera@primerica.com,,Salesforce
9641939,,Amir Ghalandari,,,amirfoxnews@gmail.com,,List import
788,,,,,jennifer250smail@comcast.net,,
202264,,Larry Shetler,"Private Client Services, Senior Associate","Sequoia Financial Group, L.l.c.",lshetler@sequoia-financial.com,330-810-2148,
11230137,Inactive Investor,Adam Aussem,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,ataussem@ft.newyorklife.com,,Salesforce
10915313,Inactive Investor,Richard Rader,,LPL Financial LLC Newport News VA 11780 Jefferson Ave,richard.rader@lpl.com,,Salesforce
11150192,Inactive Investor,Marc Wong,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,marc.s.wong@ubs.com,,Salesforce
11052143,Inactive Investor,Caroline Sorensen,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,caroline.sorensen@jpmorgan.com,,Salesforce
11093024,Inactive Investor,Michael Reinbold,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,michael.reinbold@ubs.com,,Salesforce
9560014,,Allison Moreira,,,allison.lavoie@fmr.com,,List import
10908673,Inactive Investor,Richard Egger,,"Osaic FA, Inc. Huntington NY 775 Park Ave",,,Salesforce
10996389,Inactive Investor,Samuel Cook,,J.P. Morgan Securities LLC Darien CT 454 Post Rd,samuel.cook@jpmorgan.com,,Salesforce
11231160,Inactive Investor,Mckaylin Crowley,,"Raymond James Financial Services, Inc. Ogden UT 298 24th St",,,Salesforce
11099584,Inactive Investor,Doug Deibele,Chief Executive Officer;Founder,Sunrise Capital Management LLC,,,Salesforce
10764532,Inactive Investor,Edward Ginty,,Goldman Sachs & Co.,edward.ginty@gs.com,,Salesforce
11136395,Inactive Investor,Ty Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9611978,,Simon Norman,,,email@simonnorman.co.uk,,List import
10837725,Inactive Investor,Charles Hearn,Financial Advisor,LPL Financial LLC Newport Beach CA 23 Corporate Plaza Dr,richard.hearn@lpl.com,,Salesforce
11038884,Inactive Investor,Lysbet Barragan,,J.P. Morgan Securities LLC La Mesa CA 4791 Spring St,lysbet.barragan@jpmorgan.com,,Salesforce
10619770,,Daniel Savas,,,dan.savas@raymondjames.com,,List Import
9614290,,Bruce McConnachie,,,bmcconnachie@mackieresearch.com,,List import
10969472,Inactive Investor,John Coren,,State Farm VP Management Corp.,johncoren@statefarm.com,,Salesforce
337500,,Mike Pruitt,Financial Advisor,"Mbe Wealth Management, Llc",mike.pruitt@mbewealth.com,608-372-5521,Manual List Upload
10960036,Inactive Investor,Kristie Schindler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10803699,Inactive Investor,Joe Greene,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",joe.greene@ml.com,,Salesforce
10984720,Inactive Investor,Ryan Maynard,Managing Partner,"Vaquero Private Wealth, Ltd.",ryan.maynard@vaquerowealth.com,,Salesforce
11069375,Inactive Investor,Kenneth Hall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kenneth.hall@fidelity.com,,Salesforce
10683614,,Andrea Kanter,,,akanter@starboardvalue.com,,Web Form Fillout
216157,,Sangeetha Chakinala,,[Unknown],sangeetha.chakinala@opco.com,,Event
9560133,,Mike Cortez,,,alisonsnake@putrajayabaya.skom.id,,List import
11210336,Inactive Investor,Joshua Bennett,Financial Advisor,Edward Jones Riverview FL 10657 Big Bend Rd,josh.bennett@edwardjones.com,,Salesforce
9614395,,kontoudakis ioannis,,,ioannis55@hotmail.com,,List import
10861501,Inactive Investor,Jason Kirchhoff,,"Northwestern Mutual Investment Services, LLC Clive IA 12289 Stratford Dr",jason.kirchhoff@nm.com,,Salesforce
11184801,Inactive Investor,Ryan Gonzales,Chief Compliance Officer;Managing Member;Owner;Principal,"True Fiduciary Capital, LLC",,,Salesforce
10969030,Inactive Investor,Ted Deliard,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11211168,Inactive Investor,John Berger,Financial Advisor;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",john.berger@wellsfargo.com,,Salesforce
10486617,,Michael Manna,"Senior Vice President, Wealth Advisor","BOK Financial Securities, Inc.",mmanna@bokf.com,,List Import
9607204,,Joseph Terry,,,joe@joeterry.org,,List import
10896506,Inactive Investor,Joseph St. Onge,Associate Director - Portfolio Management,Morgan Stanley New York NY 101 Park Ave,joseph.st.onge@msgraystone.com,,Salesforce
11020384,Inactive Investor,Niamh Akazawa,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
373288,,Giorgio Gobbi,,[Unknown],ggobbimd@gmail.con,,source
11178066,Inactive Investor,Craig Wilcox,Financial Advisor,LPL Financial LLC Weslaco TX Private Residence,craig.wilcox@lpl.com,,Salesforce
10954789,Inactive Investor,Connor Gonzaga,,Vanguard Marketing Corporation,connor_gonzaga@vanguard.com,,Salesforce
10754691,Inactive Investor,Robert Wilson,Paraplanner,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",,,Salesforce
11193872,Inactive Investor,Diane Hand,Senior Client Associate,"Wells Fargo Clearing Services, LLC Omaha NE 13625 California St",diane.hand@wellsfargoadvisors.com,,Salesforce
11093807,Inactive Investor,James Roche,Wealth Planning Advisor,"Osaic FA, Inc. Saunderstown RI Private Residence",jim.roche@lfg.com,,Salesforce
10900849,Inactive Investor,Sean Burr,Senior Wealth Advisor,"Centaurus Financial, Inc. Canoga Park CA 8501 Fallbrook Ave",,,Salesforce
10949893,Inactive Investor,Tais De Rada Palenque,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. La Jolla CA 7777 Fay Ave",tais.derada@schwab.com,,Salesforce
10806168,Inactive Investor,Nicole Harris,Financial Advisor,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",nicole.zielke@raymondjames.com,,Salesforce
11153402,Inactive Investor,John Augustin,Investment Advisor,"Harbour Investments, Inc. Pewaukee WI Private Residence",,,Salesforce
10596190,,Makis Beach,,,makis.beach@raymondjames.com,,Web Form Fillout
11140406,Inactive Investor,Daniel Stokes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11163373,Inactive Investor,Bonnie Cannon,,Key Investment Services LLC Ashtabula OH 4717 Main Ave,bonnie.cannon@key.com,,Salesforce
9644399,,Clemens Först,,,cfierst@gmail.com,,List import
10950188,Inactive Investor,Fernando Camacho,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",fernando.camacho@tiaa.org,,Salesforce
339284,,William Lane,Executive Vice President,Torray Llc,lane@torray.com,301-493-4600,Manual List Upload
5923960,,Akhilesh Kumar,,,akhileshsirbkp1@gmail.com,,Web Form Fillout
11190289,Inactive Investor,Shirley Malone,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Buda TX 125 Rose St",shirley.malone@ampf.com,,Salesforce
10778356,Inactive Investor,Alexis Becroft,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",alexis.psichopaidas@ml.com,,Salesforce
10910757,Inactive Investor,Michael Hamilton,,Morgan Stanley Sandy UT 200 W Civic Center Dr,michael.hamilton@morganstanley.com,,Salesforce
11047193,Inactive Investor,Lisa Peden,,Morgan Stanley Greenville SC 201 E McBee Ave,lisa.peden@morganstanley.com,,Salesforce
11197162,Inactive Investor,Jeffrey Fournace,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Myers FL 12140 Carissa Commerce Ct",jeff.fournace@wellsfargoadvisors.com,,Salesforce
10851924,Inactive Investor,Lee Hooks,Financial Advisor,LPL Financial LLC Columbia TN 1167 Trotwood Ave,lee.hooks@lpl.com,,Salesforce
10882799,Inactive Investor,Truett Hardin,Financial Advisor,"Ameriprise Financial Services, LLC Porterville CA 36 E Morton Ave",truett.hardin@ampf.com,,Salesforce
10833944,Inactive Investor,Garrett Hurst,Financial Advisor,"Ameriprise Financial Services, LLC Marietta GA 367 Atlanta St SE",garrett.hurst@ampf.com,,Salesforce
88460,,Mitchell Kuflik,Principal,Brahman Capital Corp,mkuflik@bccny.com,212-681-9797,Manual List Upload
11167538,Inactive Investor,Michael Hardin,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,mhardin@ft.newyorklife.com,,Salesforce
11208125,Inactive Investor,Robert Kuzniacki,Investment Advisor Representative,"Signet Financial Management, LLC",rkuzniacki@signetfm.com,,Salesforce
337190,, -,,[[Unknown]],robertomaletta@ig.com.br,,
10951719,Inactive Investor,Ridhima Chadha,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Manhattan Beach CA 201 Manhattan Beach Blvd,ridhima.chadha@jpmorgan.com,,Salesforce
9634965,,Christopher Neill,,,cneill@jenseninvestment.com,,List import
10860239,Inactive Investor,Philip Spear,,"VALIC Financial Advisors, Inc. Columbia SC 3710 Landmark Dr",philip.spear@valic.com,,Salesforce
10898635,Inactive Investor,Stella Fey,Financial Advisor,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,stellafey@glic.com,,Salesforce
9613403,,Chad Hancock,,,chancock@countryinvestment.com,,List import
11078446,Inactive Investor,Hercules Stewart,,Paulson Investment Company LLC New York NY 40 Wall St,,,Salesforce
10774457,Inactive Investor,Martha Alonso Hara,,UBS Financial Services Inc. San Diego CA 600 W Broadway,martha.alonsohara@ubs.com,,Salesforce
9541709,,Tarek Al Homsi,,,tareqalhomsi@gmail.com,,List import
11017509,Inactive Investor,Victoria Deal,,"Allstate Financial Services, LLC Blacksburg VA 2001 S Main St",victoriadeal@allstate.com,,Salesforce
214889,,Jerry Steve s,,[Unknown],kariukistephen74@gmail.com,,source
11184662,Inactive Investor,Rosemarie Aragoncillo,Associate;Senior Business Associate,"RBC Capital Markets, LLC Jericho NY 1 Jericho Plz",rosemarie.aragoncillo@rbc.com,,Salesforce
10830393,Inactive Investor,Louis Ritchie,,GWN Securities Inc. Singer Island FL Private Residence,lritchie@gwnsecurities.com,,Salesforce
9558241,,Christian Trahan,,,androidbuilder@gmail.com,,List import
9598612,,Michael Skolnick,,,mike@axiomadvisory.com,,List import
11210502,Inactive Investor,Fred Bullwinkel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,fred.bullwinkel@fmr.com,,Salesforce
11039949,Inactive Investor,Troy Cason,,J.P. Morgan Securities LLC New York NY 2540 Broadway,,,Salesforce
10846553,Inactive Investor,Ronald Appling,,Fidelity Brokerage Services LLC,ronald.appling@fidelity.com,,Salesforce
9645356,,Mark Costa,,,markcosta777@gmail.com,,List import
11068786,Inactive Investor,Melissa Schafer,,State Farm VP Management Corp. Racine WI 5809 Durand Ave,,,Salesforce
9566114,,Joseph Lezotte,,,jlezotte@sigmarep.com,,List import
10972716,Inactive Investor,Jesse Reid,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11212809,Inactive Investor,James Vellutini,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",,,Salesforce
10806609,Inactive Investor,Larry Seaman,,"Ameritas Investment Company, LLC Phoenix AZ 1137 E Redfield Rd",lseaman@ameritas.com,,Salesforce
11026320,Inactive Investor,David Fitch,Managing Director,"Principal Securities, Inc. Lansing MI 608 S Washington Ave",fitch.david@principal.com,,Salesforce
11229486,Inactive Investor,Logan Bayer,,William Blair,,,Salesforce
10929293,Inactive Investor,Corinne Gaquin,,"Raymond James Financial Services, Inc. Towson MD 8601 La Salle Rd",corinne.gaquin@raymondjames.com,,Salesforce
10817865,Inactive Investor,Jack West,,"Kestra Investment Services, LLC Brea CA 3 Pointe Dr",,,Salesforce
10818968,Inactive Investor,Tiffany Lew,,J.P. Morgan Securities LLC Los Angeles CA 1550 Westwood Blvd,tiffany.d.lew@chase.com,,Salesforce
188871,,Daniel Baldus-Strauss,,[Unknown],baldusstraus@gmail.com,,source
10489551,,Frank Campbell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",frank.campbell@ml.com,469-294-7986,List Import
11000023,Inactive Investor,William Glidden,Financial Advisor,"Pruco Securities, LLC. Portland ME 1266 Congress St",william.glidden@prudential.com,,Salesforce
10872674,Inactive Investor,Kristin Reyes,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",kristin.l.reyes@ml.com,,Salesforce
9620076,,B M,,,int5312@gmail.com,,List import
10695988,,Natalie Wright,,Capital Group,natw@capgroup.com,,List Import
124075,,Charles-frederick Boit,General Partner And President,"Loring, Wolcott & Coolidge Fiduciary Advisors, Llp",dboit@lwcotrust.com,617-523-6531,Manual List Upload
9631288,,J Mueller,,,j@joelmueller.com,,List import
11071573,Inactive Investor,Ryan Boarman,,Country Capital Management Company Saint Paul MN 200 Village Center Dr,ryan.boarman@countryfinancial.com,,Salesforce
10889257,Inactive Investor,Peter Rowe,Chief Executive Officer;Founder;Member,"Arcwood Financial, LLC",peter@arcwood.com,,Salesforce
9572620,,Priyanka Goyal,,,priyanka.goyal@surveyor-capital.com,,List import
11130931,Inactive Investor,Thomas Schubert,Co-Chief Investment Officer;Founder;Managing Partner,"Sonoran Capital Management, LLC",tschubert@sonoran-capital.com,,Salesforce
11255188,Inactive Investor,Tanner Wraa,Wealth Strategy Associate,"Parallel Advisors, LLC Olathe KS 11628 S Lewis Dr",tanner.wraa@paralleladvisors.com,,Salesforce
11025981,Inactive Investor,Suzanne Callins,,PFS Investments Inc. North Richland Hills TX 5750 Rufe Snow Dr,scallins@primerica.com,,Salesforce
221848,,Bernard Michaud,Financial Planner,"SagePoint Financial, Inc.",bmichaud@sagepointadvisor.com,,
10960943,Inactive Investor,Fabiola Gonzalez Valenzuela,Relationship Banker,"Wells Fargo Clearing Services, LLC Salem OR 3997 Commercial St SE",,,Salesforce
9543519,,Darrin Cianci,,,d.cianci@fi.com,,List import
10770423,Inactive Investor,Marianne Resue,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,,,Salesforce
346564,,Spencer Brown,Financial Planning Associate,"Hilltop Wealth Advisors, Llc",spencer@hilltopwa.com,919-401-1500,Manual List Upload
9550164,,Benjamin Lerner,,,benjamin.lerner@citadel.com,,List import
10804613,Inactive Investor,Brian Frederick,,"Raymond James Financial Services, Inc. Seattle WA 6840 Fort Dent Way",brian.frederick@raymondjames.com,,Salesforce
11184623,Inactive Investor,Jaime West,,Cetera Investment Services LLC Vienna VA 1577 Spring Hill Rd,jaime.west@ceterainvestors.com,,Salesforce
11118600,Inactive Investor,Michael Mooney,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bohemia NY 630 Johnson Ave",m.mooney@wfafinet.com,,Salesforce
8566,,Heath Martin,,[[Unknown]],heath.martin@gmail.com,,Direct
9560691,,Joshua Itzoe,,,josh.itzoe@greenspringadvisors.com,,List import
10932081,Inactive Investor,Luke Folkerts,Private Wealth Manager,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",luke.folkerts@raymondjames.com,,Salesforce
11208467,Inactive Investor,Elizabeth Steimel,,"Wells Fargo Advisors Financial Network, LLC Salina KS 144 S Santa Fe Ave",liz.steimel@wfafinet.com,,Salesforce
10777672,Inactive Investor,Robert Loring,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",gardner.loring@ml.com,,Salesforce
10654090,,Rizwan Ali,,,rizwanali123@gmail.com.pk,,Web Form Fillout
9553062,,Vijay Kumar,,,vk8108242@gmail.com,,List import
11089872,Inactive Investor,Thomas Doukas,,"The Leaders Group, Inc.",,,Salesforce
9546835,,Marjan Shokri,,,marjan.shokri@cnb.com,,List import
10614256,,Kevin Jusko,"Managing Director, Senior Financial Advisor",,kevin.jusko@wellsfargoadvisors.com,,List Import
343409,, -,,[[Unknown]],bill@mccrea.com,,
10906048,Inactive Investor,Ziya Gur,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,ziya.gur@jpmorgan.com,,Salesforce
11254934,Inactive Investor,Katherine Tallett,Senior Financial Analyst,"EPIQ Capital Group, LLC Dallas TX 3131 McKinney Ave",ktallett@epiqcg.com,,Salesforce
9587798,,Ryan Naugle,,,ryan@adviceandplanning.com,,List import
10953005,Inactive Investor,Tyler Baeza,Financial Service Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",tyler.baeza@ml.com,,Salesforce
11010516,Inactive Investor,Sora Yang,,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
10489055,,Tammie Walker,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 1308 Village Creek Dr",tammie.d.walker@ampf.com,469-865-1020,List Import
10884298,Inactive Investor,Brooke Roth,Chief Operating Officer;Shareholder,"Finwell, Inc. Encino CA 16030 Ventura Blvd",,,Salesforce
11146804,Inactive Investor,Daniel Menendez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Prince Frederick MD 30 Main St",daniel.menendez@ml.com,,Salesforce
9638954,,Elizabeth Reese,,,ereese@aglresources.com,,List import
10813436,Inactive Investor,George Viray,,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",gviray@financialguide.com,,Salesforce
10887317,Inactive Investor,Jeffrey Lytle,,PFS Investments Inc. Carnegie PA 102 Broadway St,jeffrey.lytle@primerica.com,,Salesforce
9632244,,Juan Lopez -,,,juanlop4721@gmail.com,,List import
11202464,Inactive Investor,Wayne Hoffmann,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,wayne.hoffmann@primerica.com,,Salesforce
11220611,,Matthew De Garmo,,,matt.degarmo@allworthfinancial.com,,Other
11046302,Inactive Investor,Dennis Ku,,San Blas Securities LLC,dennis.ku@sanblassecurities.com,,Salesforce
11089850,Inactive Investor,Anthony Vecchiarelli,,"Avantax Investment Services, Inc. Kirkwood PA 405 Maple Shade Rd",anthony.vecchiarelli@avantax.com,,Salesforce
10801534,Inactive Investor,Eric Cherkauskas,Investment Advisor,J.P. Morgan Securities LLC Washington DC 875 15th St NW,eric.p.cherkauskas@jpmorgan.com,,Salesforce
9576953,,David York,,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,david.york@usaa.com,,List import
10888928,Inactive Investor,Yong Kim,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,yong_kim@vanguard.com,,Salesforce
11147267,Inactive Investor,Mitchell Biggs,,"Allstate Financial Services, LLC San Antonio TX 7535 FM 78",mitchellbiggs@allstate.com,,Salesforce
10825249,Inactive Investor,Philip Rosenau,Financial Advisor,"Great Valley Advisor Group, Inc. Doylestown PA 515 N Main St",prosenau@greatvalleyadvisors.com,,Salesforce
10937752,Inactive Investor,Jasmine Warner,Vice President,PFS Investments Inc. New Rochelle NY 466 Main St,jasmine.warner@primerica.com,,Salesforce
10938560,Inactive Investor,Dexter Baker,,"MML Investors Services, LLC Tallahassee FL 259 John Knox Rd",dexterbaker@financialguide.com,,Salesforce
9597930,,Matthew Shibata,,,matt@morling.com,,List import
11198697,Inactive Investor,Jennifer Draper,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10967800,Inactive Investor,Bhumi Shah,,Vanguard Marketing Corporation,bhumi_shah@vanguard.com,,Salesforce
10921350,Inactive Investor,Thomas Johnson,Financial Advisor,Edward Jones Summerville SC 1115 Central Ave,thomas.johnson@edwardjones.com,,Salesforce
11164450,Inactive Investor,Kevin Cremi,Chief Compliance Officer;Director - Operations;Operations Analyst,RTD Financial Advisors Inc,kcremi@rtdfinancial.com,,Salesforce
10927386,Inactive Investor,Nathaniel Sullivan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11118119,Inactive Investor,Susan Hansen,,"Vanderbilt Securities, LLC Fayetteville NY 7067 E Genesee St",,,Salesforce
374409,,Jacob Radke,"Director, Product",Fjell Capital,jradke@fjellcapital.com,,Salesforce
10755034,Inactive Investor,Michael Kizman,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",michael_c_kizman@ml.com,,Salesforce
10879871,Inactive Investor,Mitzie Stevens,Advisor,"Strongtower Wealth Management, PLC",mitzie@strongtowerwealth.com,,Salesforce
249081,,Willard Coolidge,Tribal consultant,Tribal entity,willfe2000@yahoo.com,,Manual List Upload
10930229,Inactive Investor,Andrew Oretsky,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
10792279,Inactive Investor,Bradley Shafer,,"Charles Schwab & Co., Inc.",bradley.shafer@schwab.com,,Salesforce
232770,, -,,[[Unknown]],diespamdie@me.com,,
9580544,,David Ellowitch,,,david.ellowitch@lfg.com,,List import
10755240,Inactive Investor,Jason Darlington,Vice President,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",jason.darlington@wellsfargoadvisors.com,,Salesforce
10943813,Inactive Investor,Janice Kelley,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11202308,Inactive Investor,Troy Spies,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,troy_spies@vanguard.com,,Salesforce
10764174,Inactive Investor,Kimberly Cristofoli,Financial Advisor,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,kim.cristofoli@ubs.com,,Salesforce
11167331,Inactive Investor,John Manning,Institutional Consultant;Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,john.manning@ubs.com,,Salesforce
11185205,Inactive Investor,Jason Jones,Financial Advisor;First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",jasonajones@ml.com,,Salesforce
10755949,Inactive Investor,Lea Muller,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",,,Salesforce
10918172,Inactive Investor,John Lucid,,"The Benchmark Company, LLC",jlucid@benchmarkcompany.com,,Salesforce
222336,,Abner Tan,,[Unknown],trillionabn@gmail.com,,source
10757886,Inactive Investor,Patrick O'Connor,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Yakima WA 3907 Castlevale Rd,cpoconnor@rwbaird.com,,Salesforce
11073935,Inactive Investor,Keylana Jenkins,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11101770,Inactive Investor,Justin Hollenbach,,"Wells Fargo Clearing Services, LLC Merritt Island FL 100 S Sykes Creek Pkwy",justin.hollenbach@wellsfargoadvisors.com,,Salesforce
10791811,Inactive Investor,Allen Sussman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,allen.sussman@ubs.com,,Salesforce
10973617,Inactive Investor,Carl Swanson,,"Cadaret, Grant & Co., Inc. Columbus OH 300 W Wilson Bridge Rd",,,Salesforce
9554109,,Terrence Burke,,,tsburke79@gmail.com,,List import
9585141,,Harji Dhaliwal,,,harjidhaliwal@yahoo.com,,List import
193654,,stephen girdlestone,,[Unknown],spgstone@gmail.com,330-806-5203,
11161438,Inactive Investor,Mark Jernigan,Senior Consultant;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",mark_jernigan@ml.com,,Salesforce
11021049,Inactive Investor,Adam Watts,Chief Operating Officer;Interim Chief Investment Officer;President,Save Advisers LLC Houston TX 3420 Rusk St,adam@joinsave.com,,Salesforce
9602063,,Nourallah Bagheri,,,nourallahbagheri@gmail.com,,List import
10833624,Inactive Investor,Margaret Pierattini,Advisor;Managing Director,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,mpierattini@rockco.com,,Salesforce
10950724,Inactive Investor,Constantina Maragos-Spiliotis,,J.P. Morgan Securities LLC Whitestone NY 15315 Cross Island Pkwy,constantina.maragos-spiliotis@jpmorgan.com,,Salesforce
11128764,Inactive Investor,Amy Heaton,,"Osaic Wealth, Inc. North Sioux City SD 350 Oak Tree Ln",,,Salesforce
9624967,,Jerry Burris,,,jerryharryboberry@gmail.com,,List import
10782917,Inactive Investor,James Mitchell,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Gordo AL Private Residence",james.mitchell@mutualofomaha.com,,Salesforce
374803,,Brandon Hughes,,Advenire Wealth Management,brandon@advenirewealth.com,(719) 963-1472,Salesforce
11072832,Inactive Investor,Jimmy Ward,Regional Vice President,PFS Investments Inc. Picayune MS 306 Hwy 11 S,jimmy.ward@primerica.com,,Salesforce
10995251,Inactive Investor,Sumit Sharma,,LPL Financial LLC Mission Viejo CA 27201 Puerta Real,s.sharma@lpl.com,,Salesforce
9632661,,Bradford Lin,,,bradfordlin@gmail.com,,List import
10907912,Inactive Investor,Abraham Radmanesh,Senior Vice President;Senior Wealth Advisor,"UMB Financial Services, Inc. Leawood KS 4200 W 115th St",abe.radmanesh@umb.com,,Salesforce
11096270,Inactive Investor,Devin Matchett,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",devin.matchett@equitable.com,,Salesforce
10644605,,Brian Doyal,,,bdoyal@rwbaird.com,,List Import
10918302,Inactive Investor,Robert Barcenas,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Skokie IL 7941 N Lincoln Ave,robert.barcenas@jpmorgan.com,,Salesforce
120626,,Jamie Tebbe,"Chief Compliance Officer, Co-Founder, Managing Director",Benchmark Investment Advisors LLC,jtebbe@gsvfg.com,312-552-7163,
11091122,Inactive Investor,Steven Wilson,,Cetera Financial Specialists LLC Tulsa OK 8282 S Memorial Dr,,,Salesforce
11234064,Inactive Investor,William Bowerman,,Mutual of America Securities LLC,william.bowerman@mutualofamerica.com,,Salesforce
11102116,Inactive Investor,Damian Grajales,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,damian.grajales@primerica.com,,Salesforce
11069362,Inactive Investor,Richard Lees,Owner;President,Richard Lees Capital Management,,,Salesforce
11043966,Inactive Investor,Benjamin Weaver,Advisor;Officer;Principal,BSW Wealth Partners,ben@bsw.com,,Salesforce
350640,,David Manning,Senior Associate,Post Capital Partners,dmanning@postcp.com,212-888-5700,Manual List Upload
11020626,Inactive Investor,Camille Christian,,"Charles Schwab & Co., Inc. Atlanta GA 1105 Hammond Dr",,,Salesforce
11002659,Inactive Investor,Ruben Coronado-Villalobos,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11156341,Inactive Investor,Omar Graddock,Financial Advisor;Senior Vice President,Morgan Stanley Stowe VT 628 Mountain Rd,omar.graddock@morganstanley.com,,Salesforce
9621985,,Jeevan Singh,,,jeevansingh50@outlook.com,,List import
10885887,Inactive Investor,Jacob Hovendick,,"Raymond James Financial Services, Inc. Ogallala NE 315 N Spruce St",jacob.hovendick@raymondjames.com,,Salesforce
10857734,Inactive Investor,Jon Wych,,"Nations Financial Group, Inc. Arlington TX 1152 W Pioneer Pkwy",jwych@nationsfg.com,,Salesforce
345799,,Moritz Poehl,Managing Member,Everside Capital Partners,moritz@everside.com,646-603-3608,Manual List Upload
11045189,Inactive Investor,Jeremy Breunig,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",jeremy.breunig@ml.com,,Salesforce
10947734,Inactive Investor,Hannah Bright,,"Wells Fargo Clearing Services, LLC Harrisburg NC 5075 Nc Hwy 49 S",hannah.b.lackey@wellsfargo.com,,Salesforce
11234727,Inactive Investor,Lois Basil,Financial Advisor;Member,Savant Wealth Management Chicago IL 4040 N Lincoln Ave,lbasil@savantwealth.com,,Salesforce
10818705,Inactive Investor,Adam Slosar,Investment Executive,"Fifth Third Securities, Inc. Clarkston MI 6500 Dixie Hwy",,,Salesforce
10837686,Inactive Investor,Jonathan Traub,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,jonathan.traub@ubs.com,,Salesforce
11156376,Inactive Investor,Ryan Davidson,,"The Leaders Group, Inc. Summit NJ 86 Summit Ave",,,Salesforce
10656407,,Susan Yore,,,susan.yore@stifel.com,,List Import
10457650,,Alex Ugryumov,,,a.ugryumov@gmail.com,,Web Form Fillout
10891981,Inactive Investor,Cory Wilcox-Vasquez,Financial Advisor,LPL Financial LLC Jacksonville FL 76 S Laura St,cory.wilcoxvasquez@lpl.com,,Salesforce
9556988,,Taylor Northrop,,,tnorthrop@gwnsecurities.com,,List import
10570628,,Benjamin Bibb,,,bben411@hotmail.com,7604217928,Web Form Fillout
11209511,Inactive Investor,William Calliott,Managing Director;Senior Vice President,Davenport & Company LLC Bozeman MT Private Residence,wcalliott@investdavenport.com,,Salesforce
11075334,Inactive Investor,Brandt Severson,,Goldman Sachs & Co. San Francisco CA 555 California St,brandt.severson@gs.com,,Salesforce
10784990,Inactive Investor,Shimshon Plotkin,Financial Advisor;President,"Plotkin Financial Advisors, LLC",splotkin@pfallc.com,,Salesforce
10895386,Inactive Investor,Nicholas Hemphill,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",nicholas.hemphill@ampf.com,,Salesforce
10968216,Inactive Investor,Manoj Eradath,,Jefferies LLC,meradath@jefferies.com,,Salesforce
10908165,Inactive Investor,Frederick Garber,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,frederick.garber@primerica.com,,Salesforce
11035375,Inactive Investor,Derek Chan,,Park Avenue Securities LLC Flushing NY 13620 38th Ave,derek_chan@glic.com,,Salesforce
9609715,,t r,,,theanimalixster@gmail.com,,List import
10487585,,Albert Burns,,LPL Financial LLC,tenaha1@att.net,,List Import
10866210,Inactive Investor,George Monroe,,PFS Investments Inc. Hamden CT 105 Sanford St,george.monroe@primerica.com,,Salesforce
11074155,Inactive Investor,Scott Kohout,,"Mutual of Omaha Investor Services, Inc. Lincoln NE 6940 O St",scott.kohout@mutualofomaha.com,,Salesforce
10973865,Inactive Investor,Caleeb Brewley,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
228543,, -,,[[Unknown]],jawaite2@bellsouth.net,,
11035243,Inactive Investor,Daniel Mahoney,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 2 Crosfield Ave",daniel_t_mahoney@ml.com,,Salesforce
10777565,Inactive Investor,Keith Mahle,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,keith.mahle@morganstanley.com,,Salesforce
10775850,Inactive Investor,Russell Ellis,,Stonex Securities Inc.,russell.ellis@saswealth.com,,Salesforce
208439,,Dorit Eilon,,[Unknown],doritek@yahoo.com,,Event
9631023,,Carter Clark,,,cartertclark@gmail.com,,List import
228439,, -,,[[Unknown]],nasseralshreef@gmail.com,,Direct
11038309,Inactive Investor,Erin McCarthy,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
192012,,Kevin Mills,,[Unknown],kmills@centre.io,,Event
10494186,,Sal Messina,,GS,sal.messina@gs.com,,List Import
183965,,Nirav Mehta,,[Unknown],nirav0504@yahoo.com,,Advertising
11061521,Inactive Investor,Erin Lindell,,J.P. Morgan Securities LLC Muncie IN 1635 W McGalliard Rd,erin.lindell@jpmorgan.com,,Salesforce
155345,,Asiel Gil,,[Unknown],asielgil88@gmail.com,,Paid Social
10982262,Inactive Investor,Daniel Deanda,Client Service Associate;Investment Advisor,"MGB Wealth Management, LLC",daniel@mgbwealth.com,,Salesforce
11201084,Inactive Investor,Robert Klintworth,Portfolio Manager;Senior Vice President;Shareholder,Chase Investment Counsel Corporation Charlottesville VA 300 Preston Ave,klintworth@chaseinv.com,,Salesforce
6304015,,Michael Burgess,,BEI,mburgess1108@protonmail.com,9164962688,Web Form Fillout
339247,,Daryl Okken,,"Mtm Financial Group, Llc",daryl@askmtm.com,610-746-7007,Manual List Upload
10824861,Inactive Investor,Karen Brookman,,"Signal Securities, Inc. Keller TX Private Residence",abf@signalsecurities.com,,Salesforce
11210926,Inactive Investor,David Covato,,"Allstate Financial Services, LLC Indiana PA 425 Philadelphia St",davidcovato@allstate.com,,Salesforce
10977218,Inactive Investor,Michael Underwood,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",michaelunderwood@financialguide.com,,Salesforce
9605355,,Halie O'Shea,,,hoshea@haverfordquality.com,,List import
199723,,Bagas Nanang SAPUTRA,,Indonesia,bagasnanangsaputra@gmail.com,,
9610772,,Jerad Watson,,,jw0808@gmail.com,,List import
10857856,Inactive Investor,Marcia Huntington-Sell,,Integrated Financial Planning Services Olympia WA 3701 Pacific Ave SE,marcia.huntington-sell@ifpsonline.com,,Salesforce
10971900,Inactive Investor,Joshua Tanner,Financial Consultant,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
10806421,Inactive Investor,Jamal Elbarmil,Regulatory Contact;Shareholder;Vice President,"Azzad Asset Management, Inc.",,,Salesforce
10829743,Inactive Investor,Ahmad Baderzada,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
11065163,Inactive Investor,Alexander Wakefield,,State Farm VP Management Corp. North Canton OH 409 Applegrove St NW,alexanderwakefield@statefarm.com,,Salesforce
9564430,,Peter Schwartz,,,pschwartz@aspiriant.com,,List import
11200392,Inactive Investor,Joseph Cirelli,Family Wealth Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,joseph.cirelli@morganstanley.com,,Salesforce
11084284,Inactive Investor,Austin Williams,,"Osaic Wealth, Inc.",,,Salesforce
243760,,Tyler Godoff,General Partner,Emerging Founder,tyler@emergingfounder.com,15082549370,Manual List Upload
9600594,,Jonathan Hicks,,,jhicks@narwhalcapital.com,,List import
10621679,,Garrison Lickle,,,glickle@chiltoninc.com,,List import
11032584,Inactive Investor,Michael Castrogiovanni,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",michael.castrogiovanni@nm.com,,Salesforce
10494476,,Steven Blankenship,"Chief Compliance Officer, Founder, Managing Member, Principal",Heritage Financial Planning,steven@heritagefinancialplanning.com,,List Import
236501,, -,,[[Unknown]],lthraen@gmail.com,,Paid Search
11022906,Inactive Investor,Fernando Sanabia,,J.P. Morgan Securities LLC Venice CA 1415 Lincoln Blvd,fernando.sanabia@jpmorgan.com,,Salesforce
11173290,Inactive Investor,Deanna Breakey,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",deanna.breakey@ml.com,,Salesforce
11094516,Inactive Investor,Ser Lee,,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,ser.lee@primerica.com,,Salesforce
9626587,,Roj Gomboc,,,gomboc.rok1@gmail.com,,List import
9631008,,Albert Troszczynski,,,albert.troszczynski@gmail.com,,List import
2697368,,Benjamin Theobald,,,bt@maxxer.com,,
11120823,Inactive Investor,Lindsay Andarakis,,J.P. Morgan Securities LLC Washington DC 1667 K St NW,,,Salesforce
11229561,Inactive Investor,Nicholas Springer,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",nick.springer@nm.com,,Salesforce
10826317,Inactive Investor,Michele Wrabley,,Commonwealth Financial Network West Chester PA 228 W Gay St,mwrabley@commonwealth.com,,Salesforce
11210290,Inactive Investor,Richard Chan,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",richard.chan@equitable.com,,Salesforce
9619688,,Donald Brant,,,dbdesign63@gmail.com,,List import
11067564,Inactive Investor,Susan Raeisi,Advisor,"Wells Fargo Clearing Services, LLC Devon PA 2 W Swedesford Rd",,,Salesforce
9642694,,Hassan Muhammad,,,babyplane15@yahoo.com,,List import
195160,,Daniel Pontarelli,,Creative Planning,daniel.pontarelli@thinkingbeyond.com,913-345-4800,
140236,,Ahmet Dönmez,,?ceberg Bili?im Teknolojileri,ahmettdonmezz@gmail.com,5334509961,Organic Search
10985109,Inactive Investor,Justin Perry,,J.P. Morgan Securities LLC Clackamas OR 16115 SE 82nd Dr,,,Salesforce
11013764,Inactive Investor,Carl Miller,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,,,Salesforce
10836643,Inactive Investor,Richard Cather,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",richard_cather@ml.com,,Salesforce
10810160,Inactive Investor,Ross Schmelzer,,"Osaic Wealth, Inc. Sturgeon Bay WI 253 N 1st Ave",,,Salesforce
10990306,Inactive Investor,Patrick Caiafa,,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",pcaiafa@osaicwealth.com,,Salesforce
11102566,Inactive Investor,Ian Hardin,,Fidelity Brokerage Services LLC,,,Salesforce
11052770,Inactive Investor,Paul Tichy,Associate Portfolio Manager;Investment Research Analyst;Portfolio Manager,"Stiles Financial Services, Inc.",paul@stilesfinancial.com,,Salesforce
10884570,Inactive Investor,Michael Hayes,,"Equitable Advisors, LLC Fredericksburg VA 107 Amelia St",michael.hayes@equitable.com,,Salesforce
11221259,,Daniel Helmholdt,,,dm.helmholdt@helmholdt.com,,List Import
9595119,,Mendim Gecaj,,,mgecaj@merceradvisors.com,,List import
236750,, -,,[[Unknown]],netopier.bar@gmail.com,,
11073279,Inactive Investor,Emma Simmons,Advisor;Chief Compliance Officer,AKG Financial Group,esimmons@akgfinancialgroup.com,,Salesforce
10911267,Inactive Investor,Derek Greer,Assistant Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",derek.greer@ampf.com,,Salesforce
10489612,,Charlie Brothersen,Annuity Counselor,Fisher Investments,charlie.brothersen@gmail.com,,List Import
10872184,Inactive Investor,Brian Noonan,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brian_noonan@vanguard.com,,Salesforce
11028265,Inactive Investor,Brittany Carraway,Investment Advisor Representative;Regional Vice President,PFS Investments Inc. Tinley Park IL 18440 Thompson Ct,bcarraway@primerica.com,,Salesforce
10794666,Inactive Investor,Terrance Green,Chief Compliance Officer;Managing Director,"Blue Water Capital Management, LLC San Diego CA 5755 Oberlin Dr",,,Salesforce
10910233,Inactive Investor,Johnathon Quinones,,Edward Jones Long Beach CA 5150 E Pacific Coast Hwy,,,Salesforce
11110765,Inactive Investor,Glenn Henshaw,Financial Advisor;Senior Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
10896592,Inactive Investor,Kelli Gargasz,,LPL Financial LLC Lewis Center OH 7500 Green Meadows Dr,kelli.gargasz@lpl.com,,Salesforce
10616799,,Nick Stavropoulos,,,nstavropoulos@wintrustwealth.com,,List Import
9606413,,Moch Ridwan Maulana,,,mochamadr441@gmail.com,,List import
240837,,Mayo-Smith Rick,,[Unknown],rick@climatefinancepartners.com,,Event
11101122,Inactive Investor,Paul King,Registered Principal,LPL Financial LLC San Jose CA 3190 S Bascom Ave,paul.king@lpl.com,,Salesforce
10758452,Inactive Investor,John Sutton,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Bel Air MD 112 S Hays St",john.h.sutton@rbc.com,,Salesforce
10887054,Inactive Investor,Jeffrey Bloomquist,,J.P. Morgan Securities LLC Denver CO 1200 17th St,jeffrey.bloomquist@jpmorgan.com,,Salesforce
10863831,Inactive Investor,Ronald Lonergan,,State Farm VP Management Corp. Clinton MS 402 Monroe St,ron.lonergan.j67j@statefarm.com,,Salesforce
11034295,Inactive Investor,Keitha Thomas,,PFS Investments Inc. Pascagoula MS 3318 Pascagoula St,keitha.thomas@primerica.com,,Salesforce
11080555,Inactive Investor,Cheyenne De Leon,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9550883,,Jonathan Edwards,,,jedwards@dcfcap.com,,List import
210863,,cesar Colombres vadez,,[Unknown],colombresc@hotmail.com,,Direct
10971644,Inactive Investor,Stephanie Griesinger,,"Wealth Enhancement Brokerage Services, LLC",sgriesinger@wealthenhancement.com,,Salesforce
9645077,,Jackson Wood,,,jackson@liftoffplanning.com,,List import
332459,,michaeljnegron79@icloud.com Negron,,[Unknown],michaeljnegron79@icloud.com,,1440
10816052,Inactive Investor,Michael Gevorkian,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",michael.gevorkian@wellsfargoadvisors.com,,Salesforce
11048839,Inactive Investor,Mark Thomas,Financial Advisor,Townsend,mark@townsendretirement.com,,Salesforce
10810128,Inactive Investor,Daniel Goldman,Portfolio Manager;President,"Olson Investment Advisors, LLC",dan@olson-investments.com,,Salesforce
11200799,Inactive Investor,James Auxier,Chief Executive Officer;President,Auxier Asset Management Lake Oswego OR 5285 Meadows Rd,,,Salesforce
10893533,Inactive Investor,Caleb George,,Fidelity Brokerage Services LLC,,,Salesforce
11123841,Inactive Investor,John Godfrey,,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",john.godfrey@lfg.com,,Salesforce
10983375,Inactive Investor,Robert Maricle,Financial Planner,"Osaic Wealth, Inc. Buckeye AZ 21390 W Cholla Trl",,,Salesforce
10494296,,Laura Wajs,Chief Compliance Officer,Coppell Advisory Solutions LLC,laura.wajs@fusioncapitalmgmt.com,,List Import
9564044,,Ernie Butcher,,,ernieb@getbankcard.com,,List import
11010502,Inactive Investor,Joseph Pilone,,"Pruco Securities, LLC. Newark NJ 213 Washington St",joe.pilonejr@prudential.com,,Salesforce
11031546,Inactive Investor,Michael Husar,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,mhusar@ft.newyorklife.com,,Salesforce
10802162,Inactive Investor,Brent Henry,Chief Compliance Officer;Managing Member,"Hexagon Capital Partners, LLC",brent@hexagoncapitalpartners.com,,Salesforce
10974370,Inactive Investor,Helm Deregne,,"Farmers Financial Solutions, LLC San Diego CA 4858 Mercury St",hderegne@farmersagent.com,,Salesforce
11156727,Inactive Investor,John Vessa,Family Wealth Director;Financial Advisor;Managing Director;Senior Investment Management Consultant,Morgan Stanley New York NY 55 E 52nd St,john.vessa@morganstanley.com,,Salesforce
11179104,Inactive Investor,Spencer Gray,,J.P. Morgan Securities LLC Westerly RI 143 Franklin St,,,Salesforce
10880016,Inactive Investor,Gregory Vander Top,Investment Advisor Representative,"White & Company Financial Planning, Inc.",,,Salesforce
9543950,,Heather Rozzell,,,heather@firstcg.com,,List import
10841154,Inactive Investor,Brent Weinmann,Financial Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,brent.weinmann@morganstanley.com,,Salesforce
11184523,Inactive Investor,Patrick Kraal,,"Allstate Financial Services, LLC Fishkill NY 1012 Main St",patrickkraal@allstate.com,,Salesforce
10866102,Inactive Investor,Jeriah Williams,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9590780,,Mark Tunmer,,,mark.tunmer@imaracapital.com,,List import
10979023,Inactive Investor,Jonathan Anderson,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",jonathan.anderson@nm.com,,Salesforce
10781247,Inactive Investor,Julia Arujo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",j_arujo@ml.com,,Salesforce
10906064,Inactive Investor,Nhan Nguyen,,Fidelity Brokerage Services LLC,,,Salesforce
11155637,Inactive Investor,Daniel Onyike,,"Farmers Financial Solutions, LLC San Francisco CA 1485 Bay Shore Blvd",donyike@farmersagent.com,,Salesforce
210098,,Austin Siegfried,,[Unknown],austin.siegfried@gmail.com,,Webinar
10821963,Inactive Investor,Daniel Schapiro,,Dominari Securities LLC,daniel@dominarisecurities.com,,Salesforce
11232266,Inactive Investor,Janice Martin,,PFS Investments Inc. Charlotte NC 2101 Sardis Rd N,,,Salesforce
10762867,Inactive Investor,Arthur Caruso,Financial Advisor;Vice President,Morgan Stanley New York NY 101 Park Ave,arthur.caruso@morganstanley.com,,Salesforce
10933258,Inactive Investor,Adam Van Ness,Principal,NW Straits Financial Services,adam@nwstraits.com,,Salesforce
9595139,,Roseann Morar,,,roseann@newportcapitalptrs.com,,List import
10890794,Inactive Investor,Hayden Cassidy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,hayden.cassidy@fmr.com,,Salesforce
10853986,Inactive Investor,Brian Westemeyer,Senior Consultant,Intellicents Investment Solutions Inc Overland Park KS 7101 College Blvd,brian.westemeyer@intellicents.com,,Salesforce
10883251,Inactive Investor,Andrea Johnson,Investment Advisor Representative,LifeMark Securities Corp. Brownsville TN 39 S Jackson Ave,ajohnson@lifemark.com,,Salesforce
10767009,Inactive Investor,Joseph Dubinski,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Annapolis MD 180 Admiral Cochrane Dr",joseph.w.dubinski@ampf.com,,Salesforce
9638096,,William McHugh,,,william.j.mchugh@dom.com,,List import
11018414,Inactive Investor,Sheryl Ford,,"CUSO Financial Services, L.P.",sford@cusonet.com,,Salesforce
9593688,,Michael Karder,,,mkarder@stratoswealthpartners.com,,List import
232220,, -,,[[Unknown]],yu.en.hangzhou@gmail.com,,Organic Search
9540693,,David LaValle,,David LaValle,davelavalle@hotmail.com,,List Import
10879542,Inactive Investor,Joseph Spiller,,J.P. Morgan Securities LLC Crown Point IN 115 S Court St,joseph.h.spiller@jpmorgan.com,,Salesforce
9621582,,Johnny Sparks,,,johnnysparks082@gmail.com,,List import
332395,,Jacky Chan,,[Unknown],j@unitimes.io,,
10760281,Inactive Investor,John Fussell,Financial Planner,"Thoroughbred Financial Services, LLC",jfussell@thoroughbredfinancial.com,,Salesforce
10937771,Inactive Investor,Bingyin Xu,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",bingyin.xu@tfaconnect.com,,Salesforce
10604518,,Jeff Grayson,Hybrid Wholesaler - RIA,Nationwide Investment Services Corporation,graysc1@nationwide.com,380-251-3202,List Import
10656136,,Randy Golembeck,,,rgolembeck@midwesternsecurities.com,,List import
10966455,Inactive Investor,Tyler Trunko,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10955067,Inactive Investor,Christopher Sharapata,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11128557,Inactive Investor,Kimberly Beckman,,Colliers Securities LLC Bismarck ND 120 N 3rd St,kim.beckman@colliers.com,,Salesforce
11186699,Inactive Investor,Lalana Luk,,State Farm VP Management Corp. Huntington NY 18 W Carver St,lana.luk.rc36@statefarm.com,,Salesforce
11064917,Inactive Investor,Danielle Czarapata,Financial Advisor,"Ameriprise Financial Services, LLC De Pere WI 3321 Packerland Dr",danielle.m.czarapata@ampf.com,,Salesforce
11137729,Inactive Investor,Min Choe,,"Transamerica Financial Advisors, Inc Media PA 1400 N Providence Rd",min.choe@tfaconnect.com,,Salesforce
10433243,,Kelly Joe,,,jdke245@uky.edu,,Web Form Fillout
11039620,Inactive Investor,Alexander Samaras,,"Citizens Securities, Inc. Westwood MA 200 Station Dr",alexander.samaras@citizenssecurities.com,,Salesforce
10869388,Inactive Investor,Jeffrey Fine,Financial Advisor,Money Concepts Capital Corp Washington PA 90 W Chestnut St,,,Salesforce
220699,,Daniel Graber,,[Unknown],graberdaniel@aim.com,,Direct
10891466,Inactive Investor,Amber Christopher,,"Keel Point Capital, LLC McLean VA 8405 Greensboro Dr",achristopher@keelpoint.com,,Salesforce
11041337,Inactive Investor,Rhonda Carver,,PFS Investments Inc. Aurora CO 6105 S Main St,rhonda.carver@primerica.com,,Salesforce
9555801,,Lindsay Elwood,,,lindsay@elwoodgoetz.com,,List import
240133,,Dany Martin,"Partner, Wealth Advisor","Rfg Advisory, Llc",dany@williamsfa.com,205-397-2450,Manual List Upload
162706,,Ayei Bassey,,[Unknown],adandyjames@gmail.com,,
10973241,Inactive Investor,Michael Brunson,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",michael.brunson@tiaa.org,,Salesforce
10826292,Inactive Investor,Michael Price,Financial Advisor,"Wells Fargo Clearing Services, LLC Sun City Center FL 1701 Rickenbacker Dr",michael.price1@wellsfargoadvisors.com,,Salesforce
11185815,Inactive Investor,Tsunghsin Chen,,"Allstate Financial Services, LLC San Diego CA 7323 Convoy Ct",tsunghsinchen@allstate.com,,Salesforce
11038288,Inactive Investor,Robert Kerns,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11126425,Inactive Investor,Pravinsinh Parmar,,"Avantax Investment Services, Inc. Hoffman Estates IL 2300 Barrington Rd",,,Salesforce
10923008,Inactive Investor,Christopher Gagnier,Financial Advisor,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,cgagnier@janney.com,,Salesforce
11022135,Inactive Investor,Cristina Stellar,,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",,,Salesforce
148905,,Duc Nguyen Viet,,[Unknown],ducnv1406@gmail.com,,
11092055,Inactive Investor,Matthew Hume,,"Osaic Wealth, Inc. Columbus OH 6600 N High St",,,Salesforce
10959426,Inactive Investor,Heather Meeks,Lead Advisor,Summit Wealth Group LLC,hmeeks@summitwg.com,,Salesforce
10988298,Inactive Investor,Anna Allen-Jones,,"Prudential Annuities Distributors, Inc",annie.allen-jones@prudential.com,,Salesforce
9566325,,Robert McCarthy,,,rpm@kanon.com,,List import
10988447,Inactive Investor,Joshua Zelem,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10958647,Inactive Investor,Matthew Jurchak,,J.P. Morgan Securities LLC Saddle Brook NJ 250 Pehle Ave,,,Salesforce
10983021,Inactive Investor,Tanner Peeler,,"Northwestern Mutual Investment Services, LLC Bettendorf IA 4323 Ontario Dr",tanner.peeler@nm.com,,Salesforce
10829765,Inactive Investor,Terrel Scott,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,terry.scott@morganstanley.com,,Salesforce
11048217,Inactive Investor,Justin Walker,Financial Planner,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
11068125,Inactive Investor,Joseph Caceres,,J.P. Morgan Securities LLC Buffalo NY 3122 Sheridan Dr,joseph.caceres@jpmorgan.com,,Salesforce
11156318,Inactive Investor,Debra Targett,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Boynton Beach FL 8794 Boynton Beach Blvd",debra.targett@benjaminfedwards.com,,Salesforce
10614621,,Francie Brown,"Financial Advisor, Registered Administrative Assistant",,francie.brown@raymondjames.com,,List Import
11071893,Inactive Investor,David Ajemian,Managing Director,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,david.r.ajemian@citigroup.com,,Salesforce
11057595,Inactive Investor,Richard Norris,Chief Compliance Officer;President,Blue Chip Macro,,,Salesforce
9631745,,Kamil Steuer,,,kamste00@gmail.com,,List import
11150866,Inactive Investor,Michael Leone,Financial Advisor,"Citizens Securities, Inc. Malden MA 876 Main St",michael.s.leone@citizenssecurities.com,,Salesforce
10952397,Inactive Investor,Taylor Pinks,,Edward Jones Fargo ND 4809 38th St S,,,Salesforce
10943049,Inactive Investor,Laurin Ellis,,"Avantax Investment Services, Inc. Beaumont TX 4055 Dowlen Rd",,,Salesforce
9604612,,Barbara Yocum,,,bertand1970@yahoo.com,,List import
1895143,,Lars Erik Gustav,,,larserikgustav94@gmail.com,,
9602656,,Joe Rotondo,,,jrbench@aol.com,,List import
10488969,,Emmett Ray,"Financial Advisor, Vice President","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",russ.ray@ampf.com,972-244-5758,List Import
11047871,Inactive Investor,Elizabeth Kehoe,Financial Advisor,LPL Financial LLC Saint Louis MO 425 N New Ballas Rd,elizabeth.kehoe@lpl.com,,Salesforce
9636283,,James Posey,,,jposey@pinnacleholdings.net,,List import
230087,, -,,[[Unknown]],spt.nepal@gmail.com,,Organic Search
11188682,Inactive Investor,Edward Spencer,Director;Financial Advisor;First Vice President,Morgan Stanley Newport News VA 701 Town Center Dr,ned.spencer@morganstanley.com,,Salesforce
180692,,jianghu bi,,[Unknown],mmmbtc2050@gmail.com,,Paid Social
10857445,Inactive Investor,Chad Dolan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 601 N Section St",chad.dolan@ml.com,,Salesforce
10854195,Inactive Investor,Jack Sherwood,,Maxim Group LLC Fort Lauderdale FL 1 E Broward Blvd,jsherwood@maximgrp.com,,Salesforce
11081475,Inactive Investor,John Mackowski,,Vanguard Marketing Corporation,,,Salesforce
10808726,Inactive Investor,Ashley Durbin,,"First Command Brokerage Services, Inc. Saint Louis MO 1714 Deer Tracks Trl",akdurbin@firstcommand.com,,Salesforce
11121026,Inactive Investor,Amy Morancie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11260481,Inactive Investor,Jovana Romero Hernandez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Durham NC 1515 N Gregson St",,,Salesforce
11198913,Inactive Investor,Emily Rakow,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11084535,Inactive Investor,Gabriel Veliz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",gabriel.veliz@ml.com,,Salesforce
11004730,Inactive Investor,Detarius Polk Williams,Premier Banker;Senior Assistant Vice President,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
9598641,,Yungu LEE,,,yglee123@gmail.com,,List import
10487542,,Charles McKinney,Managing Director,Morgan Stanley,charles.mckinney@morganstanley.com,,List Import
11121834,Inactive Investor,Denise Steffen,,"FBL Marketing Services, LLC Primghar IA 340 2nd St SE",denise.steffen@fbfs.com,,Salesforce
10775354,Inactive Investor,Shawna Wagers,,"Raymond James & Associates, Inc. Decatur IL 101 S Main St",shawna.wagers@raymondjames.com,,Salesforce
10590952,,George Caravousanos,,,gcaravousanos@yahoo.com,6318896138,Web Form Fillout
11108421,Inactive Investor,Robert Castellini,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",bob.castellini@wellsfargoadvisors.com,,Salesforce
10975870,Inactive Investor,David O'Connell,Financial Professional;Financial Services Professional,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",doconnell@financialguide.com,,Salesforce
11139652,Inactive Investor,Summer Pendleton,Paraplanner,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",summer.pendleton@ampf.com,,Salesforce
78694,,Brian Macho,Wealth Advisor,Thrivent Investment Management Inc.,brian.macho@thrivent.com,651-216-4422,
10990598,Inactive Investor,Jack Cerrito,,J.P. Morgan Securities LLC New York NY 305 7th Ave,jack.cerrito@jpmorgan.com,,Salesforce
9548699,,Sean McGourty,,,sean.mcgourty@grange.com,,List import
9581864,,Marty Willis,,,marty.willis@nuveen.com,,List import
10768563,Inactive Investor,Barbara Viola,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",bviola@htk.com,,Salesforce
10928083,Inactive Investor,Bradley Alvarez,Chief Compliance Officer;Chief Operating Officer,"Aspirean Wealth, LLC Chesterton IN 160 Rail Rd",brad@aspirean.com,,Salesforce
10857969,Inactive Investor,Brendon Johnson,Advisor;Managing Member;Partner,CapTrust Financial Advisors,brendon.johnson@ctfa.com,,Salesforce
10801325,Inactive Investor,Douglas Mark,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",douglas.2.mark@ampf.com,,Salesforce
10614797,,Adam Ehrlich,"Financial Advisor, First Vice President",,adam.ehrlich@morganstanley.com,,List Import
164735,,Chris Petty,,[Unknown],chrispetty@gmail.com,,Organic Search
11129916,Inactive Investor,Bryan Lee,Chief Investment Officer,"Blue Zone Wealth Advisors, LLC",blee@bluezoneadvisory.com,,Salesforce
10981246,Inactive Investor,Richard Fallon,Wealth Advisor,Cornerstone Wealth,rfallon@cwgadvisors.com,,Salesforce
11166863,Inactive Investor,Donna Hollenbeck,Financial Advisor,Edward Jones Bradford PA 30 Foster Brook Blvd,donna.hollenbeck@edwardjones.com,,Salesforce
11152831,Inactive Investor,William Dubow,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
220691,,christie franchi,,[Unknown],christie@gccfund.com,,
11177622,Inactive Investor,Joshua Peterson,Financial Advisor,Edward Jones Whitewater WI 1204 E Bluff Rd,josh.peterson@edwardjones.com,,Salesforce
11212965,Inactive Investor,Joseph Fernandes,Financial Advisor,PlanMember Securities Corporation Red Bank NJ 54 Broad St,,,Salesforce
11020896,Inactive Investor,Terrence Sims,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
9569720,,Kenneth Dedeker,,,ddedeker@advisornet.com,,List import
10933567,Inactive Investor,Vincent Commoreto,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
10841747,Inactive Investor,Henry Thompson,,"Cambridge Investment Research, Inc. Corpus Christi TX 500 N Water St",,,Salesforce
10819793,Inactive Investor,Mary Mugambi,Relationship Banker,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",mary.mugambi@wfadvisors.com,,Salesforce
11127883,Inactive Investor,Christina Divirgilio,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,christina.divirgilio@fidelity.com,,Salesforce
9641944,,Brian Danielewicz,,,bdanielewicz@jasperridge.com,,List import
11025014,Inactive Investor,Bo Pihl,Chief Compliance Officer;Financial Advisor;Principal,Orographic Financial Advisors,,,Salesforce
10488431,,James Orr,,Texas Capital Bank Private Wealth Advisors,steve.orr@texascapitalbank.com,,List Import
10924584,Inactive Investor,Steven Wrede,Wealth Advisor,LPL Financial LLC Scottsdale AZ 14850 N Scottsdale Rd,steven.wrede@lpl.com,,Salesforce
10766187,Inactive Investor,Michael Sbertoli,Associate Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 3000 Woodcreek Dr",michael.a.sbertoli@ampf.com,,Salesforce
11058572,Inactive Investor,Nicole Sabin,Financial Advisor,"Ameriprise Financial Services, LLC Midland MI 104 E Indian St",nicole.sabin@ampf.com,,Salesforce
11195662,Inactive Investor,Denise Chisolm,,"Acorns Securities, LLC",,,Salesforce
4975245,,axsd axsd,,,siweco5692@pamaweb.com,,Web Form Fillout
11095373,Inactive Investor,Junius Peterson,,"JBS Liberty Securities, Inc. Greenville SC 935 S Main St",,,Salesforce
11210965,Inactive Investor,Jonathan Waters,,"Allstate Financial Services, LLC Millbrook AL 5300 Oak Tree Rd",,,Salesforce
9596650,,Kristen Lawler,,,kristen.lawler@landmarkpartners.com,,List import
10770486,Inactive Investor,Anthony Domino,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,anthony_domino@glic.com,,Salesforce
10998972,Inactive Investor,Dana Smith,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",dana.smith@valic.com,,Salesforce
9565541,,Scott Schuebel,,,sschuebel@massmutual.com,,List import
4894136,,Stephen Bell,,,stevefbell@gmail.com,5129031269,Web Form Fillout
341390,,Brian Busby,Head Trader And Limited Partner,"Ranger Investment Management,l.p.",bbusby@rangerinvestments.com,214-871-5260,Manual List Upload
9555126,,Walis SODJINOU,,,david.sdjn@gmail.com,,
11103053,Inactive Investor,Daniel Kelterborn,Financial Advisor,Edward Jones Livonia MI 37699 6 Mile Rd,dan.kelterborn@edwardjones.com,,Salesforce
11082443,Inactive Investor,Gary Ward,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 2550 Meridian Blvd",gary.f.ward@ampf.com,,Salesforce
11090713,Inactive Investor,Monica Ie Tan,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",mietan@tiaa-cref.org,,Salesforce
10870032,Inactive Investor,Sean Shea,,"Cambridge Investment Research, Inc. Raleigh NC 9208 Falls of Neuse Rd",,,Salesforce
10940500,Inactive Investor,Anna Alexander,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9613681,,Cd X,,,cdxventures@gmail.com,,List import
11009017,Inactive Investor,Anthony Redfearn,,NYLIFE Securities LLC San Francisco CA 425 Market St,alredfearn@ft.newyorklife.com,,Salesforce
10758962,Inactive Investor,Susan Cohan,Client Service Associate,Morgan Stanley Boston MA 28 State St,susan.cohan@morganstanley.com,,Salesforce
11097606,Inactive Investor,Stephen Brown,Financial Advisor,Prime Capital Financial,mbrown@pciawealth.com,,Salesforce
10916891,Inactive Investor,Ivan Sacks,Chief Compliance Officer;Chief Investment Officer;Investment Advisor;Managing Member;Portfolio Manager;Principal,"Kingsley Advisors, LLC",ivan@kingsleyadvisors.com,,Salesforce
10887186,Inactive Investor,Geoffrey Jones,Financial Advisor,"Ameriprise Financial Services, LLC Indialantic FL 122 4th Ave",geoffrey.a.jones@ampf.com,,Salesforce
9608027,,Kiran Sampat,,,sampatkiran@gmail.com,,List import
242431,,julie scrase,editor,[Unknown],julie.scrase@checkout.com,7920729481,Database Upload
10914934,Inactive Investor,Jared Vandenberg,Financial Advisor,Advance Capital Management Inc,jvandenberg@acadviser.com,,Salesforce
11159022,Inactive Investor,Steve Schweikart,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,steve.schweikart@fidelity.com,,Salesforce
10802419,Inactive Investor,Michael Cischke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",michael.cischke@ml.com,,Salesforce
9541115,,David Lederer,,,dmlederer1@gmail.com,,List import
11078998,Inactive Investor,Andrew Hawson,Financial Advisor,LPL Financial LLC Ridge NY 1880 Middle Country Rd,andrew.hawson@lpl.com,,Salesforce
10763639,Inactive Investor,Jeanine Herold,Investment Advisor Representative;Managing Member,Phillips Financial,jeanine@1phillips.com,,Salesforce
11083157,Inactive Investor,James Raiola,,"MML Investors Services, LLC East Providence RI 60 Catamore Blvd",jjraiola@financialguide.com,,Salesforce
11217190,,Steven Mueller,,,smueller@lincolninvestment.com,,Other
9598384,,Brian Wilson,,,brian@stabileim.com,,List import
96718,,Robert Warner,,RKW Holdings,rob.warner12@rogers.com,613-979-0514,Organic Search
10757271,Inactive Investor,Richard Moore,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",rmoore22@ml.com,,Salesforce
10775551,Inactive Investor,Jennifer Henderson,Supervisor,"Wells Fargo Advisors Financial Network, LLC",jennifer.henderson@wfafinet.com,,Salesforce
11193521,Inactive Investor,Robert Monaco,Client Service Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,bobby.monaco@ubs.com,,Salesforce
11195579,Inactive Investor,Sedigheh Nowrouzzadeh,,"Cambridge Investment Research, Inc. Shelton CT 2 Corporate Dr",,,Salesforce
9636598,,Robert Earley,,,robert.earley@armorcapital.com,,List import
10900106,Inactive Investor,Miguel Aguilar,District Leader,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,miguel.aguilar@primerica.com,,Salesforce
8481134,,Rohan Garg,"Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",rohan.garg@ml.com,469-294-8633,List Import
11183663,Inactive Investor,Lance Sceroler,,State Farm VP Management Corp. Clinton MS 402 Monroe St,lance.sceroler.ngiv@statefarm.com,,Salesforce
10793087,Inactive Investor,Sheila Wilcox,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",swilcox@tiaa-cref.org,,Salesforce
11011583,Inactive Investor,Daniel Cabral,,"Transamerica Financial Advisors, Inc Austin TX 1106 Clayton Ln",daniel.cabral@tfaconnect.com,,Salesforce
9634021,,Mark Dinardo,,,mdin1longtrail@gmail.com,,List import
11210127,Inactive Investor,Alexander Anderson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",,,Salesforce
10613203,,Michael Cascio,"Financial Advisor, Vice President",,michael.cascio@ml.com,,List Import
9541488,,Dorothy Abena,,,estherafriyie199@gmail.com,,List import
225299,,Jeff Lazowski,,[Unknown],jlazowski@gmail.com,,Direct
11233029,Inactive Investor,Harrison Bromley,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 740 Hamilton St",harrison.bromley@wellsfargo.com,,Salesforce
9561454,,Daniel Silberstein,,,daniel.s.silbs@gmail.com,,List import
9552291,,Robert Popham,,,robertp@ellington.com,,List import
11143299,Inactive Investor,Katherine Kenison,,"Ameriprise Financial Services, LLC Scottsdale AZ 14274 N Northsight Blvd",katherine.j.kenison@ampf.com,,Salesforce
339605,,Matt Stranz,Member,"Harbour Group Industries, Inc.",mstranz@harbourgroup.com,314-727-5550,Manual List Upload
9576494,,DC CHANG,,,lightwarrior.dc@gmail.com,,List import
100307,,Gary Slaney,,Private investor,g_slaney@yahoo.com,34620207626,Content
11210003,Inactive Investor,Joseph Mcclenny,,Edward Jones Gainesville VA 14540 John Marshall Hwy,tyson.mcclenny@edwardjones.com,,Salesforce
11036064,Inactive Investor,Daniel Marlow,,PFS Investments Inc. Findlay OH 1318 N Main St,,,Salesforce
10785566,Inactive Investor,Kenneth Propps,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",kpropps@tiaa-cref.org,,Salesforce
10903155,Inactive Investor,Kimberly McPherson,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",kim.mcpherson@raymondjames.com,,Salesforce
11053165,Inactive Investor,Wendell Estep,Wealth Advisor,"SignatureFD, LLC Charlotte NC 2151 Hawkins St",hank.estep@signaturefd.com,,Salesforce
338960,,Missa Sangimino,Associate,Jlc Infrastructure,msangimino@jlcinfra.com,212-701-8715,Manual List Upload
10999940,Inactive Investor,Cheryl Bridges,,PFS Investments Inc. Mesa AZ 3707 E Southern Ave,cbridges@primerica.com,,Salesforce
11042269,Inactive Investor,Trent Cowieson,Officer;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",trent.cowieson@ml.com,,Salesforce
11054016,Inactive Investor,Alok Himmatramka,Investment Advisor Representative;Portfolio Manager,OppoQuest Houston TX 5110 Manorhaven Ln,,,Salesforce
10761816,Inactive Investor,Barry Springborn,Wealth Advisor,Thrivent Investment Management Inc. Cambridge MN 145 2nd Ave SW,barry.springborn@thrivent.com,,Salesforce
11285145,,Mohammad Hedayati Sarabi,,,hedayati.blockchain@gmail.com,,Web Form Fillout
11105242,Inactive Investor,John Halip,Executive Director;Financial Advisor,Morgan Stanley Walnut Creek CA 1333 N California Blvd,john.halip@morganstanley.com,,Salesforce
10696433,,Gio Companioni,,PIMCO,gio.companioni@pimco.com,,List Import
11260279,Inactive Investor,Ryan Rampersaud,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
9626428,,Serkan Bodur,,,serkan_bodur@yahoo.com,,List import
11183097,Inactive Investor,Christian Metzger,,"Allstate Financial Services, LLC Longwood FL 220 Crown Oak Centre Dr",christianmetzger@allstate.com,,Salesforce
11113403,Inactive Investor,Joseph Bell,Financial Advisor,Janney Montgomery Scott LLC Marietta OH 346 3rd St,jbell@janney.com,,Salesforce
11143500,Inactive Investor,Rolando Orzuna,,Citigroup Global Markets Inc. Scarsdale NY 845 Central Park Ave,,,Salesforce
10832227,Inactive Investor,Lee Shaffer,,"Osaic Wealth, Inc. Denver PA Private Residence",,,Salesforce
79026,,Vladislav Tiunov,,Russia,tiunovvv@gmail.com,,source
10872676,Inactive Investor,Terry Myers,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",,,Salesforce
234957,,Meral -,,Meral [[Unknown]],meral_bck_88@hotmail.com,,
11046168,Inactive Investor,Thomas Ventura,,PNC Investments Fernandina Beach FL 4800 1st Coast Hwy,thomas.ventura@pnc.com,,Salesforce
10618734,,Joseph Siwek,,,joe.siwek@morganstanley.com,,List Import
10646656,,James Morton,,,j.jake.morton@wellsfargo.com,,List Import
10763286,Inactive Investor,David Austin,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,shane.austin@morganstanley.com,,Salesforce
11075147,Inactive Investor,Daniel Nicholls Franco,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 100 N West Shore Blvd",,,Salesforce
10982301,Inactive Investor,Jeremy Greenberg,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",jeremy.greenberg@ml.com,,Salesforce
11036363,Inactive Investor,William Quinn,,Deutsche Bank Securities Inc.,william.quinn@db.com,,Salesforce
11006896,Inactive Investor,Donald Collins,Financial Advisor,Edward Jones Kennett MO 309 Teaco Rd,donald.collins@edwardjones.com,,Salesforce
9557475,,Kent Voges,,,kent.voges@valic.com,,List import
9619462,,nasser abuhaimed,,,ccggtt@gmail.com,,List import
10874736,Inactive Investor,Lillian Eason,Financial Advisor,Edward Jones Georgetown MA 66 E Main St,kathryn.eason@edwardjones.com,,Salesforce
10603613,,Jonathan Orseck,"Co-Chief Investment Officer, Senior Vice President","Franklin Managed Options Strategies, LLC",jon@volscout.com,,List Import
10897115,Inactive Investor,Monique Eatman,Senior Client Service Associate,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",monique.eatman@raymondjames.com,,Salesforce
10614781,,Margaret Gannon,"Financial Advisor, Senior Vice President - Wealth Management",,margaret.m.gannon@morganstanley.com,,List Import
10834517,Inactive Investor,Michael Hood,Associate Complex Manager;First Vice President,Morgan Stanley Chicago IL 227 W Monroe St,michael.hood@morganstanley.com,,Salesforce
182917,,Yuanfan Zhang,,[Unknown],zyf.bupt@gmail.com,,Content
10809167,Inactive Investor,Patricia Smith,,Key Investment Services LLC,psmith@kisinvestments.com,,Salesforce
1001505,Inactive Investor,Zak Kassing,,Citadel,zak.kassing@citadelsecurities.com,,
10814953,Inactive Investor,Lucio Guerrero,,PFS Investments Inc. Austin TX 5716 W Hwy 290,lucio.guerrero@primerica.com,,Salesforce
11266888,,Hee Koo,,,hskoo8724@naver.com,,Web form fillout
11139657,Inactive Investor,Greg Nagel,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",greg.nagel@ampf.com,,Salesforce
10760117,Inactive Investor,Christopher Meadows,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,a307985@fmr.com,,Salesforce
10997400,Inactive Investor,Wilson Rosario,,PFS Investments Inc. Bronx NY 2114 Williamsbridge Rd,wrosario@primerica.com,,Salesforce
10842907,Inactive Investor,Don McKinley,Chief Executive Officer,"Fortify Wealth, Inc.",don@fortifywealth.com,,Salesforce
11016980,Inactive Investor,Matthias Pitkowitz,,Crescendo Markets LLC,,,Salesforce
10933265,Inactive Investor,Travis McGrew,,"Osaic Wealth, Inc. Chesterfield MO 15450 S Outer 40 Rd",tmcgrew@osaicwealth.com,,Salesforce
10834962,Inactive Investor,Craig Russ,Private Wealth Advisor;Senior Vice President,LPL Financial LLC Chester NJ 4 Mill Ridge Ln,craig.russ@lpl.com,,Salesforce
11172097,Inactive Investor,Tamara-Raain Ferrari-Roberts,,PFS Investments Inc. New York NY 1430 Broadway,tferrariroberts@primerica.com,,Salesforce
11065375,Inactive Investor,Julien Lahiere,,"Concourse Financial Group Securities, Inc. Huntsville AL 521 Madison St SE",julien.lahiere@concoursefinancial.com,,Salesforce
11140897,Inactive Investor,Samuel Fuentes Carmona,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington TX 2102 N Collins St",,,Salesforce
10915094,Inactive Investor,Dylan Wimberly,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Scottsdale AZ 8991 E Mountain View Rd",,,Salesforce
1006056,Inactive Investor,Ben Roberts,,Citizen Hex,ben@citizenhex.com,,3rd Party Lead Gen
10787358,Inactive Investor,Dennis Forest,Regional Vice President,PFS Investments Inc. Westport MA 655 State Rd,dennis.forest@primerica.com,,Salesforce
10994368,Inactive Investor,Jennifer Mcgrogan,Financial Advisor,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,jennifer_mcgrogan@glic.com,,Salesforce
11149364,Inactive Investor,James Fogal,,Country Capital Management Company Auburn AL 1452 Opelika Rd,james.fogal@countryfinancial.com,,Salesforce
11103109,Inactive Investor,Melissa Sanchez,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,msanchez@rwbaird.com,,Salesforce
10872722,Inactive Investor,Salman Alsaeede,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",salman.alsaeede@ml.com,,Salesforce
10487268,,Robert Firth,"Private Wealth Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",robert_firth@ml.com,,List Import
11138260,Inactive Investor,Jamie Bartels-Giddings,,"First Command Brokerage Services, Inc. Colorado Springs CO 615 Wooten Rd",jmgiddings@firstcommand.com,,Salesforce
11098273,Inactive Investor,Colt Mckelvey,,Cetera Advisor Networks LLC Johnstown PA 227 Franklin St,,,Salesforce
10849033,Inactive Investor,Richard Muncaster,,"Cambridge Investment Research, Inc. Greenville SC 9 Whitsett St",,,Salesforce
9591206,,Andrew Stern,,,amstern1@gmail.com,,List import
11181993,Inactive Investor,Megan Sweeney,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,msweeney01@ft.newyorklife.com,,Salesforce
9569100,,Diogo Novais,,,diogonovais@gmail.com,,List import
9415798,,Timothy Ogilvie,,Timothy Ogilvie,me@timogilvie.com,,List Import
10823912,Inactive Investor,Holly Murphy-Barstow,,Commonwealth Financial Network Omaha NE 1123 S 80th St,hmurphy-barstow@commonwealth.com,,Salesforce
10487828,,Ryan Mckee,Investment Advisor,"McElhenny Sheffield Capital Management, LLC",ryan@mscm.net,,List Import
10834389,Inactive Investor,Zachary Jennings,Associate Financial Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 409 E Cook Rd",zachary.jennings@ampf.com,,Salesforce
10956283,Inactive Investor,Jennifer Curtis,Operations Manager,"Ameriprise Financial Services, LLC Kalamazoo MI 6800 W Q Ave",jennifer.curtis@ampf.com,,Salesforce
10915074,Inactive Investor,Dustin Hunt,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,dustin.hunt@fmr.com,,Salesforce
103682,,Aleksandr Kuznetsov,,Russia,akuznetsovdesign@gmail.com,,
10862775,Inactive Investor,Victoria Nelson,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",vicki.nelson@nm.com,,Salesforce
11010536,Inactive Investor,Varkey Abraham,Senior Regional Leader,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,vabraham.9krvx@primerica.com,,Salesforce
9610759,,Kristoffer sen Madahan,,,madahankris@gmail.com,,List import
10954291,Inactive Investor,Charles Strickland,,"Cambridge Investment Research, Inc. Hayesville NC 100 Mountain Harbour Dr",,,Salesforce
9589027,,Temple Green,,,buzz.green@gmail.com,,List import
11135326,Inactive Investor,Kathleen Maddux,Chief Financial Officer;Member,"Brightwater Advisory, LLC",katie.maddux@brightwateradvisory.com,,Salesforce
11210177,Inactive Investor,Ronette Santos,Financial Representative,"Northwestern Mutual Investment Services, LLC Reno NV 200 S Virginia St",ronette.sanots@nm.com,,Salesforce
10961343,Inactive Investor,David Meehan,Chief Compliance Officer;Founder;Managing Member,"Maple Street Capital Advisors, LLC Barrington IL 67 S Wynstone Dr",,,Salesforce
11191912,Inactive Investor,William Mack,Data Engineer,Commonwealth Financial Network,wmack@commonwealth.com,,Salesforce
11206346,Inactive Investor,Ralph Brainerd,Financial Advisor,Edward Jones Rogers AR 3201 S Market St,sonny.brainerd@edwardjones.com,,Salesforce
11238407,Inactive Investor,Michael Oliveri,,"Simon Quick Advisors, LLC",michael.oliveri@masseyquick.com,,Salesforce
221648,,Duong Hoang,,Yen bai,hoang.duong.vc.yb@gmail.com,(843) 320-3525,
11107807,Inactive Investor,Mark Comyns,Wealth Advisor,"Independence Square Holdings, LLC",mcomyns@indsquare.com,,Salesforce
10763490,Inactive Investor,Raymond Levitre,Chief Compliance Officer;Founder;Managing Member;President,"Net Worth Advisory Group, LLC",ray@networthadvice.com,,Salesforce
10794852,Inactive Investor,Jeremy Silvas,Complex Manager;Managing Director,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",jeremy.silvas@raymondjames.com,,Salesforce
9549250,,John O'Hagan,,,johagan@trellus.com,,List import
11175847,Inactive Investor,James McParland,,NYLIFE Securities LLC,,,Salesforce
11123276,Inactive Investor,Tyler Krol,,J.P. Morgan Securities LLC Golden CO 14417 W Colfax Ave,tyler.krol@jpmorgan.com,,Salesforce
10489972,,Beverly Johnson,"Financial Advisor, Managing Member, Owner",BDJ Wealth Management LLC,beverly@pjsservicesgroup.com,,List Import
10982497,Inactive Investor,Michelle Ternoir,,J.P. Morgan Securities LLC Oswego IL 2310 US Hwy 34,michelle.mock@chase.com,,Salesforce
10873632,Inactive Investor,William Beck,Financial Representative,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",will.beck@nm.com,,Salesforce
9611515,,David Borel,,,david.borel14@gmail.com,,List import
10840784,Inactive Investor,Qingyin You,Financial Advisor,"Wells Fargo Clearing Services, LLC Fremont CA 40982 Fremont Blvd",robin.q.you@wellsfargo.com,,Salesforce
10487675,,Christopher Baker,"Financial Advisor, Sales Assistant",LPL Financial LLC,christopher.baker@lpl.com,,List Import
10272684,,Dan McCulloch,,,dan50023@yaboo.com,,Web Form Fillout
11174260,Inactive Investor,Melissa Street,Financial Advisor,LPL Financial LLC Signal Mountain TN 424 Hampton Rd,melissa.street@lpl.com,,Salesforce
337029,,Matthew Mitchell,Managing Director,"Ls Power Equity Advisors, Llc",mmitchell@lspower.com,212-615-3456,Manual List Upload
10764158,Inactive Investor,Roy Caso,Financial Advisor,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",roycaso@financialguide.com,,Salesforce
10967240,Inactive Investor,Daniel Roma,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,daniel.roma@fmr.com,,Salesforce
10935472,Inactive Investor,Jordan Battishill,,Evercore Group L.L.C.,,,Salesforce
11109965,Inactive Investor,Munkhtuul Tuvshinbayar,,J.P. Morgan Securities LLC Citrus Heights CA 5801 Sunrise Blvd,munkhtuul.tuvshinbayar@jpmorgan.com,,Salesforce
10933747,Inactive Investor,Erik Olson,,"Raymond James Financial Services, Inc. Pittsburgh PA 600 Waterfront Dr",erik.olson@raymondjames.com,,Salesforce
10488016,,Darryl Meyerovitz,Investment Advisor Representative,"Osaic Wealth, Inc.",emplan@aol.com,,List Import
10873329,Inactive Investor,Susan Chung,Retirement Planning Specialist,"Equitable Advisors, LLC Brea CA Private Residence",susan.chung@equitable.com,,Salesforce
9545669,,John Martin,,,martin.john.v@principal.com,,List import
10827302,Inactive Investor,Martin Pring,Chairman;Investment Strategist,Pring Turner,martin@pringturner.com,,Salesforce
10897323,Inactive Investor,Scott George,,"The Leaders Group, Inc. Lancaster PA 20a E Roseville Rd",,,Salesforce
10822969,Inactive Investor,Gabrielle Clemens,Managing Director;Senior Portfolio Manager;Wealth Advisor,"RBC Capital Markets, LLC Boston MA 53 State St",gabrielle.clemens@rbc.com,,Salesforce
11118050,Inactive Investor,Arcon Concepcion,Financial Advisor,LPL Financial LLC Charles City IA 300 N Main St,arcon.concepcion@lpl.com,,Salesforce
10820686,Inactive Investor,John Broderick,,"The Investment Center, Inc. Far Hills NJ 37 Dumont Rd",jbroderick@investmentctr.com,,Salesforce
11191863,Inactive Investor,Mary Harper,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",mc.harper@ml.com,,Salesforce
9583971,,Benjamin Kramer,,,bkramer@tenexcm.com,,List import
9602686,,zhi ling er,,,ling_270@hotmail.com,,List import
10948461,Inactive Investor,April Fawson,,"Raymond James Financial Services, Inc. Bountiful UT 533 W 2600 S",april.fawson@raymondjames.com,,Salesforce
9591441,,Seo Jongkuk,,,chunbit@naver.com,,List import
10765565,Inactive Investor,Christopher McGill,Portfolio Manager;Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 1717 W Massey Rd,christopher.mcgill@ubs.com,,Salesforce
11134299,Inactive Investor,Guy Cowden,,"Zions Direct, Inc. Houston TX 1717 West Loop S",guy.cowden@zionsbank.com,,Salesforce
10802644,Inactive Investor,James Lane,,Cetera Investment Services LLC Jersey City NJ 1553 John F Kennedy Blvd,james.lane@ceterais.com,,Salesforce
11055473,Inactive Investor,Nicholas Otto,Financial Advisor,"MML Investors Services, LLC Cincinnati OH 8044 Montgomery Rd",notto@financialguide.com,,Salesforce
11172239,Inactive Investor,Gary Hewitt,Regional Vice President,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,gary.hewitt@primerica.com,,Salesforce
11201058,Inactive Investor,Michael Quinn,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",mquinn@ampf.com,,Salesforce
9573691,,Shawn Millette,,,millette.shawn@gmail.com,,List import
10786639,Inactive Investor,Herman Thomas,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,herman.thomas@fidelity.com,,Salesforce
10764590,Inactive Investor,Andrew Kampf,Managing Director;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",andrew_kampf@ml.com,,Salesforce
9594791,,Heath Bray,,,hbray@hightoweradvisors.com,,List import
10888223,Inactive Investor,Ilana Bloch,,"Osaic Wealth, Inc. Alpharetta GA 3000 Heritage Walk",,,Salesforce
11119048,Inactive Investor,Kristin Leskovec,,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",kristin.ostrum@raymondjames.com,,Salesforce
11005718,Inactive Investor,Kelly Doyle,Financial Planner,"Wealthrise Financial Planning, LLC",,,Salesforce
11079828,Inactive Investor,Yuan Qi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",michael.qi@schwab.com,,Salesforce
6308185,,SURAM SEETHARAMAIAH,,,suramseetharamaiah@gmail.com,,Web form fillout
10656601,,Edward Kill,,,edward.kill@huntington.com,,List Import
10911584,Inactive Investor,Lee Daniels,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,,,Salesforce
219582,,Tom Valerio,,[Unknown],tmvale@hotmail.com,,Direct
10916745,Inactive Investor,Savitri Chankarsingh,Assistant Vice President;Associate Banker,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11103309,Inactive Investor,Cody Foster,,LPL Financial LLC Conifer CO Private Residence,cody.foster@lpl.com,,Salesforce
10942415,Inactive Investor,Nick Stavropoulos,First Vice President - Investments,Wintrust Investments LLC Hoffman Estates IL 2200 W Higgins Rd,nstavropoulos@wintrustwealth.com,,Salesforce
335413,,Mary Riddle,Client Support Specialist,Cfo4life,mary.riddle@mycfo4life.com,214-637-9500,Manual List Upload
10579644,,Danny Rea,,,danny_rea1234@hotmail.com,,Web Form Fillout
10612278,,Jorge Oliveira,"Financial Advisor, Senior Director - Investments",,jorge.oliveira@opco.com,,List Import
11175948,Inactive Investor,Lynn Lundring,Associate,Thrivent Investment Management Inc. Newbury Park CA 3255 Old Conejo Rd,karsten.lundring@thrivent.com,,Salesforce
11208500,Inactive Investor,Marc Bean,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11173187,Inactive Investor,Stephen Parkin,Financial Advisor,"Ameriprise Financial Services, LLC Saint Augustine FL 24 Cathedral Pl",stephen.m.parkin@ampf.com,,Salesforce
10850555,Inactive Investor,Matt Clarkson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,matt_clarkson@vanguard.com,,Salesforce
237871,, -,,[[Unknown]],foleymimi@gmail.com,,
9603105,,Je Sung,,,happy754601@gmail.com,,List import
11106284,Inactive Investor,Danny Polite,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 2101 W Memorial Rd",,,Salesforce
10852769,Inactive Investor,Brandi Harrington,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",brandi.harrington@ml.com,,Salesforce
10752674,Inactive Investor,Jenny Behrens,Financial Advisor,Edward Jones Antigo WI 323 Superior St,jenny.behrens@edwardjones.com,,Salesforce
11272714,,Andy Pham,,,andyspham@yahoo.com,,Web Form Fillout
11039694,Inactive Investor,Cyril Thompson,Senior Representative,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,cyril.thompson@primerica.com,,Salesforce
11113387,Inactive Investor,James Savarino,,"Osaic Wealth, Inc. Andover MA 40 Shattuck Rd",,,Salesforce
11195376,Inactive Investor,Thomas Gruhlke,,"FBL Marketing Services, LLC Olivia MN 800 E Depue Ave",thomas.gruhlke@fblfinancial.com,,Salesforce
9603292,,Steven Capone,,,steven.capone@fmr.com,,List import
10618706,,Ronald Dickstein,,,rdickstein@ft.newyorklife.com,,List Import
10843244,Inactive Investor,Matthew Quinn,Member;Senior Investment Advisor,Legacy Consulting Group,mquinn@legacyconsultinggroup.com,,Salesforce
11193682,Inactive Investor,Christine Lizaso,First Vice President - Wealth Management;Senior Vice President - Investments,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,christine.lizaso@ubs.com,,Salesforce
9613903,,Raynor Garey,,,rgareyvmi@aol.com,,List import
11060778,Inactive Investor,Jeremiah Gramm,,Cetera Advisor Networks LLC Brea CA 3 Pointe Dr,grammj@ceteranetworks.com,,Salesforce
11100281,Inactive Investor,David Basile,,"Allstate Financial Services, LLC Bound Brook NJ 1952 US Hwy 22",davidbasile@allstate.com,,Salesforce
10487928,,Ryan Olson,,"Gallagher Fiduciary Advisors, LLC",ryan_olson@ajg.com,,List Import
10850358,Inactive Investor,Harman Mangat,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,harman.s.mangat@jpmorgan.com,,Salesforce
9569856,,Harry Brandler,,,harry@greenlightcapital.com,,List import
10968950,Inactive Investor,Raymond Rice,,"Osaic Wealth, Inc. Tuscaloosa AL 1490 N Bank Pkwy",,,Salesforce
10980645,Inactive Investor,Betsy Mattocks,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,bmattocks.7wsxt@primerica.com,,Salesforce
11157869,Inactive Investor,Patrick Chaboya,Financial Professional,"Equitable Advisors, LLC Tucson AZ 7560 N La Cholla Blvd",patrick.chaboya@equitable.com,,Salesforce
10792629,Inactive Investor,James Bolton,Financial Advisor;Second Vice President;Vice President - Wealth Management,Morgan Stanley Opelika AL 3120 Frederick Rd,james.d.bolton@morganstanley.com,,Salesforce
11138664,Inactive Investor,Adolfo Sotomayor,Wealth Advisor,LPL Financial LLC Port Lavaca TX 2318 W Main St,adolfo.sotomayor@lpl.com,,Salesforce
10977692,Inactive Investor,Andrea Gilbert-Farmer,,"First Citizens Investor Services, Inc. Phoenix AZ 4950 S 48th St",,,Salesforce
10843439,Inactive Investor,Ajay Mehra,Chief Investment Officer;Founder;President;Regulatory Contact,"Foresight Global Investors, Inc.",amehra@foresightgi.com,,Salesforce
9593044,,Adam C,,,adasjb@gmail.com,,List import
10911448,Inactive Investor,Anthony Breitrick,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10923217,Inactive Investor,Andrew Loose,Investment Advisor Representative,"Osaic Wealth, Inc. Tiffin OH 1474 S County Road 1",,,Salesforce
11058943,Inactive Investor,James Klem,Financial Advisor,Citigroup Global Markets Inc. Newport Beach CA 1100 Newport Center Dr,,,Salesforce
10785441,Inactive Investor,Shannon Soto,Portfolio Associate,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,shannon.soto@morganstanley.com,,Salesforce
10777849,Inactive Investor,Kelly Broneak,Business Manager;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",kelly.t.broneak@ml.com,,Salesforce
11064282,Inactive Investor,James O'Malley,,Edward Jones Choctaw OK 1654 S Choctaw Rd,,,Salesforce
10907155,Inactive Investor,James Szafranski,Director - Wealth Management;Financial Advisor;Investment Management Consultant,"Raymond James & Associates, Inc. Chesterfield MO Private Residence",james.szafranski@raymondjames.com,,Salesforce
9540919,,Robert Little,,,rlittle@pwlcapital.com,,List Import
11022885,Inactive Investor,Corey Kistka,,Comerica Securities,ckistka@comerica.com,,Salesforce
10868910,Inactive Investor,Melissa Kadrmas,Financial Advisor,Thrivent Investment Management Inc. Fort Myers FL 5237 Summerlin Commons Blvd,melissa.kadrmas@thrivent.com,,Salesforce
10387159,,Clara H,,,hclara38@gmail.com,,Web Form Fillout
10950601,Inactive Investor,Michael Klein,,Thrivent Investment Management Inc. Jacksonville FL 4887 Belfort Rd,michael.klein@thrivent.com,,Salesforce
11120822,Inactive Investor,Mohammad Aziz,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,mohammad.aziz@chase.com,,Salesforce
10988206,Inactive Investor,Michael Kull,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,mkull@ft.newyorklife.com,,Salesforce
117626,,Steven Sell,Vice President,"Hazlett, Burt & Watson, Inc.",ssell@hazlettburt.com,717-397-5516,
222659,,Jay Money,,[Unknown],kpierre19991@gmail.com,,
88221,,Dennis Tierney,,"LaSalle St. Investment Advisors, L.L.C.",dtierney@lasallest.com,815-464-1730,
9547115,,Robert Ruiz,,,robert.ruiz@usbank.com,,List import
10868474,Inactive Investor,Christopher Miller,,Emerson Equity LLC Tustin CA 2522 Chambers Rd,cmiller@emersonequity.com,,Salesforce
10956687,Inactive Investor,Olasunbo Fagbore,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10456937,,Francis Ogar,,,isaiah45ltd@gmail.com,,Web Form Fillout
11080507,Inactive Investor,Inas Corty,Executive Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,inas.kaku@jpmorgan.com,,Salesforce
333885,,Jonathan Blanco,Elected Manager,"Five Points Capital, Inc.",jblanco@fivepointscapital.com,336-733-0350,Manual List Upload
9467,,Joseph Morrissey,,Retired,jpmorrissey4444@gmail.com,6093303300,
10766302,Inactive Investor,Muhammad Malik,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",malikm@stifel.com,,Salesforce
11051981,Inactive Investor,Brian Estocapio,,J.P. Morgan Securities LLC Seattle WA 5511 22nd Ave NW,brian.estocapio@jpmorgan.com,,Salesforce
11198010,Inactive Investor,Paul Ruppe,Manager Research;Senior Analyst,"Stifel, Nicolaus & Company, Incorporated",ruppep@stifel.com,,Salesforce
10915818,Inactive Investor,Brian Rellihan,Chief Compliance Officer;Managing Member;Senior Financial Advisor,"Wise Wealth Partners, LLC",,,Salesforce
10868404,Inactive Investor,Peter Krum,Financial Associate,Thrivent Investment Management Inc. Lewistown PA 507 S Main St,peter.krum@thrivent.com,,Salesforce
11205298,Inactive Investor,Sandra Vehrs,,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",svehrs@financialguide.com,,Salesforce
9629987,,Brady Douglas,,,bradydouglas@hotmail.com,,List import
10886162,Inactive Investor,Emily Bolick,Wealth Advisor,TFO Family Office Partners,ebolick@tfofamilyoffice.com,,Salesforce
11189678,Inactive Investor,Eric Weybrecht,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",eric.weybrecht@nm.com,,Salesforce
10753049,Inactive Investor,Charles Rood,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Vancouver WA 700 Washington St",charles.rood@wellsfargo.com,,Salesforce
246407,,Not Provided,Energy Economist consultant,World Bank,hilday@cox.net,,Manual List Upload
244428,,Ariel Diaz,CFO,International Treasurers Inc,ariel@minder.biz,17865027375,Manual List Upload
11119079,Inactive Investor,John Grove,Associate,"Ameriprise Financial Services, LLC Camp Hill PA 4661 Trindle Rd",,,Salesforce
11127342,Inactive Investor,Alejandro Carrillo,Vice President,PFS Investments Inc. Torrance CA 1327 Post Ave,2mrwm@primerica.com,,Salesforce
10983084,Inactive Investor,Hung Nguyen,,"Farmers Financial Solutions, LLC Westminster CA 9741 Bolsa Ave",,,Salesforce
147199,,brian griffin,,[Unknown],briangriffin355@gmail.com,,Direct
11079049,Inactive Investor,Josephine Aulbach,,J.P. Morgan Securities LLC Grandville MI 3115 Wilson Ave SW,josephine.aulbach@jpmorgan.com,,Salesforce
11145173,Inactive Investor,William Alvarez,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",william.alvarez@valic.com,,Salesforce
9567023,,Patrick Maj,,,patrick.maj@schwab.com,,List import
11260703,Inactive Investor,Addie Dorfman,,IDB Capital Corp.,,,Salesforce
11072965,Inactive Investor,Sha-Vere Yarde,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10901108,Inactive Investor,Lucas Havick,,Fidelity Brokerage Services LLC,,,Salesforce
10921844,Inactive Investor,Kevin Conway,Investment Advisor,"Caruso McLean & Co., Inc.",kwc@carusomclean.com,,Salesforce
11190315,Inactive Investor,Henry Pofi,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Camp Hill PA 214 Senate Ave",henry.pofi@ampf.com,,Salesforce
10882919,Inactive Investor,Jill Schreck,Financial Advisor,Edward Jones New Richmond WI 227 Meridian Dr,jill.schreck@edwardjones.com,,Salesforce
11119533,Inactive Investor,Jeremy Markowitz,Assistant Vice President - Investments;Senior Client Associate,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",jeremy.markowitz@wellsfargoadvisors.com,,Salesforce
10942427,Inactive Investor,Michael Baker,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",mickeybaker@financialguide.com,,Salesforce
9586143,,Adam Freedman,,,afreedman@angelogordon.com,,List import
9628318,,Eric Nipp,,,eric.nipp@nbc.ca,,List import
10932134,Inactive Investor,D'carla De Oliveira Antune,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
226680,, -,,[[Unknown]],jon30659@outlook.com,,Initial Salesforce Import
9586359,,Robert Pullin,,,pullin.robert@principal.com,,List import
11183125,Inactive Investor,Brian Ahern,,"Allstate Financial Services, LLC Stony Brook NY 1212 N Country Rd",snysrp0e@allstate.com,,Salesforce
10765374,Inactive Investor,David Lawrence,Account Executive;Branch Manager;Complex Manager;Managing Director,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
333313,,Lauren Higgins,,Obrien Wealth,lhiggins@obrienwp.com,,Manual List Upload
10824700,Inactive Investor,Yan Bellantoni,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",yan.bellantoni@ampf.com,,Salesforce
10774203,Inactive Investor,Daria Bunch-Greensfelder,Client Service Associate,Morgan Stanley Baltimore MD 1201 Wills St,daria.greensfelder@morganstanley.com,,Salesforce
9613747,,XUELIANG DAI,,,joymistar@gmail.com,,List import
10759262,Inactive Investor,Neile Wolfe,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",neile.wolfe@wellsfargoadvisors.com,,Salesforce
337787,,James Larkins,Portfolio Manager,Wasatch Advisors Inc,jlarkins@wasatchadvisors.com,801-533-0777,Manual List Upload
9565257,,Brian Canales,,,brian.canales@edwardjones.com,,List import
211038,,Robert Sinko,,Retired,robert_sinko@yahoo.com,3158822365,Direct
11040456,Inactive Investor,Mariana Fernandez,Wealth Relationship Manager,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11042913,Inactive Investor,Marlin Hofer,Financial Advisor,Edward Jones Rochester MN 3003 43rd St NW,marlin.hofer@edwardjones.com,,Salesforce
9541427,,Chris Cameron,,,ccameron@fieldtechnologiesinc.com,,List import
9564638,,Patricia Morisette,,,patricia.morisette@53.com,,List import
11219897,,Jordan Hubbs,,,jhubbs@epwealth.com,,Other
9577299,,joseph talago jr,,,talago@frontiernet.net,,List import
11075818,Inactive Investor,James Karthaus,,"Raymond James Financial Services, Inc. Conshohocken PA 101 E 8th Ave",james.karthaus@raymondjames.com,,Salesforce
11028015,Inactive Investor,Vance Elliott,,"Farmers Financial Solutions, LLC Columbus TX 834 Walnut St",velliott@farmersagent.com,,Salesforce
374215,,J. Zachary Musso,Partner,"Promus Capital, LLC",jmusso@promuscapital.com,1-312-784-3990,Database Upload
11027804,Inactive Investor,Benjamin Smith,Chief Executive Officer;Financial Planner;Founder,Briarwood Financial,benjamin@briarwoodfp.com,,Salesforce
11107379,Inactive Investor,Veikko Vasara,Financial Planner;Financial Professional,"MML Investors Services, LLC Port Richey FL 10220 US Hwy 19",vvasara@financialguide.com,,Salesforce
11143710,Inactive Investor,Barbara Hawkins,,"Farmers Financial Solutions, LLC Cedar Park TX 13625 Ronald W Reagan Blvd",,,Salesforce
11124091,Inactive Investor,Kristin Marinis,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Collingswood NJ 222 Haddon Ave,kristin.walsh@opco.com,,Salesforce
9573225,,Daniel Oneill,,,daniel.oneill@bluearrow-llc.com,,List import
9595617,,David Williams,"Manager Director, Principal",Snowcap Capital Management,dwilliams@snowcm.com,,List import
63508,,Congqun Jian,,"Transamerica Financial Advisors, Inc",congqun.jian@transamerica.com,781-898-3395,
9602409,,nadie 46,,,nadiekurniadi046@gmail.com,,List import
11024803,Inactive Investor,Valarie Labat,,PFS Investments Inc. Gretna LA 2550 Belle Chasse Hwy,valarielabat@primerica.com,,Salesforce
10644021,,Matthew Jennings,,,matthew.jennings@morganstanley.com,,List Import
11044984,Inactive Investor,Brian Drumm,Financial Advisor;President,Primetime Wealth Management LLC,,,Salesforce
11133814,Inactive Investor,Cheung Yeung,,"Bankers Life Securities, Inc. Rosedale NY 1 Cross Island Plz",cheung.yeung@bankerslife.com,,Salesforce
10713211,,yiy huang,,,195332678@qq.com,,Web Form Fillout
10615641,,Richard Siminou,Financial Advisor,,rsiminou@kingswoodus.com,,List Import
11143097,Inactive Investor,Sean Claiborne,Vice President,Wintrust Investments LLC,sclaiborne@wintrustwealth.com,,Salesforce
11122249,Inactive Investor,Keith Witt,Financial Advisor,LPL Financial LLC Costa Mesa CA 1503 S Coast Dr,keith.witt@lpl.com,,Salesforce
11123424,Inactive Investor,Raul Gallardo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,raul.gallardo@jpmorgan.com,,Salesforce
11210649,Inactive Investor,Mitchell Bramlage,Financial Advisor,Edward Jones Delta CO 102 Grand Ave,mitch.bramlage@edwardjones.com,,Salesforce
11153512,Inactive Investor,Brian Eckeberger,,"Kestra Investment Services, LLC Plano TX 3336 Russell Cir",,,Salesforce
10781193,Inactive Investor,Carrianne Coffey,Senior Executive Vice President,Fisher Investments Redwood City CA 13100 Skyline Blvd,c.coffey@fi.com,,Salesforce
9634964,,Christine ODell,,,codell@capitalworks.net,,List import
11173096,Inactive Investor,Zachary Smith,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10837006,Inactive Investor,Richard Smalley,Sales Manager;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",ric_smalley@ml.com,,Salesforce
11021777,Inactive Investor,Adam Proger,Financial Advisor;Financial Consultant;Institutional Consultant;Vice President,"Raymond James & Associates, Inc. Bethesda MD 7501 Wisconsin Ave",adam.proger@raymondjames.com,,Salesforce
10840081,Inactive Investor,Brett Decker,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",brett.decker@schwab.com,,Salesforce
11086953,Inactive Investor,Nicholas Taylor,,"Robinhood Financial, LLC Denver CO 2373 15th St",nicholas.taylor@robinhood.com,,Salesforce
11087768,Inactive Investor,George Williams,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",george.williams@ampf.com,,Salesforce
10759771,Inactive Investor,Coleman Conley,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL 939 W North Ave",coleman.j.conley@ampf.com,,Salesforce
5976208,,Brad Searls,,SEARLS iNC.,bradsearls79@gmail.com,7404082108,Web Form Fillout
9555421,,Robert Carpenter,,,rcarpenter@bwfa.com,,List import
10967723,Inactive Investor,Miguel Deanda,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11108418,Inactive Investor,Daniel Orourke,Consultant,"Wells Fargo Clearing Services, LLC",,,Salesforce
11057761,Inactive Investor,Jose Vicente,,Vanguard Marketing Corporation,jose_vicente@vanguard.com,,Salesforce
1003690,Inactive Investor,Lana Ho,,Lana Ho,ny.lanaho@gmail.com,510 813 5262,
9608048,,Debi Gilliam,,,djgilliam@hotmail.com,,List import
11021579,Inactive Investor,Matthew Brandon,Private Banker,"First Citizens Investor Services, Inc. Richmond VA 6800 Paragon Pl",matthew.brandon@firstcitizens.com,,Salesforce
10616190,,Jonathan Ryder,,,jonathan.ryder@edwardjones.com,,List Import
8416867,,Roman Fedo,,,sport679@aol.com,,Web form fillout
348788,,Simone Meeks,Chief Financial Officer,Gerber/taylor Management Llc,smeeks@gerbertaylor.com,901-526-9750,Manual List Upload
10775317,Inactive Investor,Barry Dayley,,Money Concepts Capital Corp Afton WY Private Residence,bdayley@moneyconcepts.com,,Salesforce
11035026,Inactive Investor,Jared Klosterboer,,"FBL Marketing Services, LLC Williamsburg IA 212 W State St",jared.klosterboer@fbfs.com,,Salesforce
150966,,Fabrice Dautriat,,[Unknown],fabrice.dautriat@gmail.com,,
11254457,Inactive Investor,Jessica Marxer,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",,,Salesforce
10960850,Inactive Investor,Robert Falcon,Chief Compliance Officer;Founder;President,Falcon Wealth Managers,,,Salesforce
11108895,Inactive Investor,Stefan Bray,Account Executive,Fisher Investments,s.bray@fi.com,,Salesforce
10768236,Inactive Investor,Steven Woodward,Chief Compliance Officer;Compliance Director;Secretary,Bridges Investment Management Inc Omaha NE 1125 S 103rd St,swoodward@bridgestrust.com,,Salesforce
332610,,Cesar Robles,,TBD,chesar32@gmail.com,chesar32@gmail.com,
11113490,Inactive Investor,Stephanie Malone,,"Truist Investment Services, Inc. Cleveland TN 2305 Keith St NW",stephanie.malone@truist.com,,Salesforce
11120491,Inactive Investor,Reynaldo Vergara,,PFS Investments Inc. Los Angeles CA 145 S Fairfax Ave,reynaldo.vergara@primerica.com,,Salesforce
11170761,Inactive Investor,Erik Nocelotl Xique,,J.P. Morgan Securities LLC Aurora IL 4461 Fox Valley Center Dr,erik.nocelotl-xique@jpmorgan.com,,Salesforce
10783887,Inactive Investor,Donovan Dunn,,NYLIFE Securities LLC Brockton MA 1575 Main St,ddunn@ft.newyorklife.com,,Salesforce
11046353,Inactive Investor,Christopher Barnett,Co-Chief Executive Officer;Managing Member,Cramer Rosenthal McGlynn LLC New York NY 520 Madison Ave,cbarnett@crmllc.com,,Salesforce
9631409,,Akash Tomar,,,akash19598@hotmail.com,,List import
10993647,Inactive Investor,Richard Baldwin,,"Keel Point Capital, LLC McLean VA 8405 Greensboro Dr",,,Salesforce
10901972,Inactive Investor,Elwyn Brown,,"Berthel, Fisher & Company Financial Services, Inc. Atlanta GA 7 Piedmont Ctr NE",albrown@berthelrep.com,,Salesforce
202214,,Hugo Moreira,Investor,Investor,hugo@hugo-moreira.com,,Paid Social
10779623,Inactive Investor,Brett Watson,Senior Vice President - Investments,Davenport & Company LLC Farmville VA 101 N Main St,cwatson@investdavenport.com,,Salesforce
11019392,Inactive Investor,Dianne Hively,Chief Compliance Officer;Chief Executive Officer;Founder,Hivest Financial LLC,dhively@hivestfinancial.com,,Salesforce
11066563,Inactive Investor,Charles Myers,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",ed.myers@cunamutual.com,,Salesforce
11212618,Inactive Investor,Sean Moore,,NYLIFE Securities LLC New York NY 285 Fulton St,smoore00@ft.newyorklife.com,,Salesforce
11218605,,Joseph Krichten,,,joseph.krichten@lpl.com,,Other
11009420,Inactive Investor,Joshua Mazzola,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",joshua.mazzola@nm.com,,Salesforce
11138669,Inactive Investor,Joshua Winston,,LPL Financial LLC McLean VA 1640 Boro Pl,joshua.winston@lpl.com,,Salesforce
10146,,William Bach,,Credence,bach4321@pm.me,4.91723E+11,
9553380,,Kent McNary,,,kmcnary@lifemark.com,,List import
338630,,Jae Sung,Chief Financial Officer,Haidar Capital Management Llc,jsung@haidarcapital.com,212-752-5077,Manual List Upload
10505869,,Jay Savan,Partner (Ret),Mercer,jaysavan@netzero.net,314-603-0595,List import
10831528,Inactive Investor,Robert Silverman,,"Grove Point Investments, LLC Rockville MD 10138 Sterling Ter",rsilverman@hbeckinc.com,,Salesforce
11103291,Inactive Investor,Andrew Koleno,Private Client Advisor,LPL Financial LLC Orland Park IL 14300 S Ravinia Ave,drew.koleno@lpl.com,,Salesforce
10965174,Inactive Investor,Elisa Carver,,Edward Jones Manhattan KS 3810 Vanesta Dr,shelley.carver@edwardjones.com,,Salesforce
11169850,Inactive Investor,Lewis Lea,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2170 Satellite Blvd",lewis_lea@ml.com,,Salesforce
10754763,Inactive Investor,Douglas McIver,,"Raymond James Financial Services, Inc. Bartlesville OK 330 S Johnstone Ave",douglas.mciver@raymondjames.com,,Salesforce
3884112,,Zia Uddin,,,ziaeahmed25@gmail.com,,Web Form Fillout
10924141,Inactive Investor,Nha Hoang,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,nha.hoang@jpmorgan.com,,Salesforce
235638,, -,,[[Unknown]],raul.lozano.s@gmail.com,,Organic Search
9609619,,Jeffrey Gabriel,,,sitescapesinc@gmail.com,,List import
11204430,Inactive Investor,Kristin Kliewer,Chief Compliance Officer;Service Advisor,Pittenger & Anderson Inc,kristin@pittand.com,,Salesforce
10644061,,Susan Huns,,,jennifer.huns@morganstanley.com,,List Import
206391,,Raj Kamal,,Smit Consulting DMCC,rajkamalbiz@gmail.com,9.71568E+11,
9540460,,Alex Nexo Capital Inc,,Nexo,alexander.rakshiev@nexo.io,,Organic Search
11197585,Inactive Investor,Brian Brubaker,Wealth Management Advisor,The AmeriFlex Group Englewood CO 7009 S Potomac St,,,Salesforce
10776624,Inactive Investor,Lynn Thurmond-Willis,,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,regina.kenebrew@morganstanley.com,,Salesforce
10783032,Inactive Investor,Kyle Carroll,,Vanguard Marketing Corporation,kyle_carroll@vanguard.com,,Salesforce
10924804,Inactive Investor,Clay Cooper,Owner,"Cooper, Clay Stephen",,,Salesforce
121157,,David Monkelien,Financial Consultant,"KMS Financial Services, Inc.",dave.monkelien@kmsfinancial.com,605-362-4175,
10643812,,Koushal Jaral,,,koushal@deasilex.com,,Web Form Fillout
10510874,,Saleem Khan,Chief Digital Product Officer,VettaFi,saleem.khan@vettafi.com,,List Import
10659916,,Lindsey Padilla,,,lpadilla@wintrustwealth.com,,List Import
11156371,Inactive Investor,Michael Hopkins,,"The Leaders Group, Inc.",michael.hopkins@leadersgroup.net,,Salesforce
10806718,Inactive Investor,Anthony Mitus,Financial Advisor,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,,,Salesforce
10922221,Inactive Investor,James Richter,Chief Executive Officer;President,Telos Asset Management Company,,,Salesforce
11081216,Inactive Investor,Robert Byles,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",bob.byles@wellsfargoadvisors.com,,Salesforce
333435,,Nick Lewandowski,Manager of Alternative Investments Research,Allegheny Financial Group Ltd.,nlewandowski@alleghenyfinancial.com, +1 412 367 3880,Database Upload
11117724,Inactive Investor,Launey Jason,,State Farm VP Management Corp.,launey.jason.g5gm@statefarm.com,,Salesforce
337416,,Jim Tait,"Managing Director, Mortgage Backed Securities","Banes Capital Management, Llc",jtait@hanover-securities.com,901-261-5900,Manual List Upload
10858181,Inactive Investor,Richard Henry,Senior Vice President,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,richard.henry@primerica.com,,Salesforce
11050746,Inactive Investor,Carl Reitenbach,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,carl.reitenbach@jpmorgan.com,,Salesforce
11027571,Inactive Investor,Kees Van Der Zee,Financial Professional,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",keesm.vanderzee@equitable.com,,Salesforce
10813342,Inactive Investor,Margaret Schoonover,,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",marge.schoonover@benjaminfedwards.com,,Salesforce
244798,,Craig Reid,President,MMA Securities LLC,craig.reid@marshmma.com,,Manual List Upload
10938383,Inactive Investor,Haley Evans,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11117243,Inactive Investor,John Soborski,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,john.soborski@fidelity.com,,Salesforce
11115212,Inactive Investor,Mark Lippman,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",mark.lippman@wellsfargoadvisors.com,,Salesforce
10805836,Inactive Investor,Jason Black,Financial Analyst;Institutional Consultant;Portfolio Manager;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,jason.black@morganstanley.com,,Salesforce
10812464,Inactive Investor,Wilbert Dominguez,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Paula CA 576 W Main St",wilbert.dominguez@wellsfargo.com,,Salesforce
10995603,Inactive Investor,Colin Roddy,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,colin.roddy@jpmorgan.com,,Salesforce
10909423,Inactive Investor,Kevin Burnett,,"Northwest Investment Advisors, Inc.",kburnett@nwiainvest.com,,Salesforce
9569770,,Cathy Huang,,,chuang@mooncapital.com,,List import
10973273,Inactive Investor,Joseph Stubeck,,Vanguard Marketing Corporation,joseph_stubeck@vanguard.com,,Salesforce
11235754,Inactive Investor,David Christianson,Wealth Advisor,"Nepsis, Inc.",,,Salesforce
247,,,,,Eric7654Ashley@web.de,,
9546901,,Jared Nelson,,,jared@twdadvisors.com,,List import
11144724,Inactive Investor,Robert Burns,Chief Compliance Officer;President,"Burns Financial Advisors, Inc.",rob@burnsadvisors.com,,Salesforce
10920323,Inactive Investor,Kevin Sheerin,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",kevin.sheerin@wellsfargoadvisors.com,,Salesforce
10981451,Inactive Investor,Tanesha Harvey,,"Allstate Financial Services, LLC Los Angeles CA 6820 La Tijera Blvd",,,Salesforce
11185196,Inactive Investor,Lawrence Cohen,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,lawrence_cohen@glic.com,,Salesforce
11007227,Inactive Investor,Ryan Hemler,,LPL Financial LLC Paoli PA 1792 E Lancaster Ave,ryan.hemler@lpl.com,,Salesforce
10865597,Inactive Investor,Joseph White,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC La Mesa CA 5500 Grossmont Center Dr",joseph.f.white@wellsfargo.com,,Salesforce
9564743,,Edwina Allee,,,eallee@wealthenhancement.com,,List import
9604946,,Stephen Doyle,,,doyle.fin@fastmail.com,,List import
10937946,Inactive Investor,Kimber Nation,,"N.I.S. Financial Services, Inc.",,,Salesforce
10873102,Inactive Investor,Phillip Hamman,Chief Executive Officer;President;Regulatory Contact,"Linscomb Wealth, Inc. Houston TX 1333 West Loop S",phamman@linscombwealth.com,,Salesforce
10657526,,Carl Kakenmaster,,,ckakenmaster@hbeckinc.com,,List Import
10778920,Inactive Investor,Marta Begley,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",marta_begley@ml.com,,Salesforce
9591297,,Charles Atkins,,,catkins@private-cap.com,,List import
11072939,Inactive Investor,Jose Torres,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",jose.torres@nm.com,,Salesforce
11182768,Inactive Investor,Kevin King,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10810035,Inactive Investor,Therese Noah,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,therese.poole@primerica.com,,Salesforce
9559484,,Allison Daniels,,,allison.daniels@fmr.com,,List import
10755773,Inactive Investor,Daniel Hynden,Financial Advisor;Portfolio Manager,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,daniel.hynden@ubs.com,,Salesforce
9618227,,Donald Bobbs,,,dbobbs@blackmaplecapital.com,,List import
11133654,Inactive Investor,Christopher Ortiz,Relationship Banker,"Wells Fargo Clearing Services, LLC San Jose CA 3331 San Felipe Rd",christopher.ortiz@wellsfargo.com,,Salesforce
11208913,Inactive Investor,William Beutel,Investment Advisor Representative;Managing Member,Emerald Bay Advisors LLC,david@emerald-bay-advisors.com,,Salesforce
11151584,Inactive Investor,Sheshashiwa Jackson,,J.P. Morgan Securities LLC Pearland TX 11029 Shadow Creek Pkwy,sheshashiwa.jackson@jpmorgan.com,,Salesforce
11066869,Inactive Investor,Scott Mcconaghy,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",scott.mcconaghy@ml.com,,Salesforce
11169757,Inactive Investor,James Gentry,Financial Advisor,Edward Jones Burnsville NC 117 W Main St,jim.gentry@edwardjones.com,,Salesforce
10914510,Inactive Investor,Haley Johnson,,J.P. Morgan Securities LLC Albany OR 231 Ellsworth St SW,haley.s.johnson@chase.com,,Salesforce
9648336,,James Lim,,,james2649@yahoo.com,,List import
11107673,Inactive Investor,James Goetz,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",jim.goetz@stifel.com,,Salesforce
10929912,Inactive Investor,Christian Loeb,Financial Advisor,LPL Financial LLC Abescon NJ Private Residence,christian.loeb@lpl.com,,Salesforce
11092922,Inactive Investor,Jason Davis,,"Truist Investment Services, Inc. Houston TX 1400 Post Oak Blvd",,,Salesforce
9628061,,Kiah Johnson,,,kiah.johnson@washpost.com,,List import
11200719,Inactive Investor,Sandra Terronez,Wealth Advisor,"4J Wealth Management, LLC",sandra@4jwealth.com,,Salesforce
9573298,,Steve Smith,,,steve@smavvy.com,,List import
11132142,Inactive Investor,Kevin O'Conner,Regulatory Contact,"C.W. O'Conner Wealth Advisors, Inc.",kevin@cwoconner.com,,Salesforce
200821,,Carol Geremia,Director And President,Mfs Investment Management,cgeremia@mfs.com,617-954-5000,Manual List Upload
11166105,Inactive Investor,Britney Kwakye,,Goldman Sachs & Co.,,,Salesforce
10975501,Inactive Investor,Michael Khoury,,"Allstate Financial Services, LLC Long Beach CA 5001 Airport Plaza Dr",michaelkhoury@allstate.com,,Salesforce
10905362,Inactive Investor,Jeffrey Wilson,Branch Manager,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",,,Salesforce
9568731,,Dennielle McLeod,,,dennielle.mcleod@fidelity.com,,List import
10979811,Inactive Investor,Estee Schulman,,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",eschulman@nationallife.com,,Salesforce
9544663,,Gabrielle Behrman,,,gbehrman@lindekrost.com,,List import
349206,,Michele Martin,Wealth Management Consultant,"King Wealth Management Group, Llc",michele.martin@kwmgllc.com,239-766-4092,Manual List Upload
231852,, -,,[[Unknown]],bryant_earl@yahoo.de,,
239051,,Syed Ahmed,,India,easif@live.in,,
10866055,Inactive Investor,Sue Dillard,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10893129,Inactive Investor,Marcus Fitzpatrick,,Cetera Investment Services LLC San Diego CA 9275 Sky Park Ct,marcus.fitzpatrick@ceterainvestors.com,,Salesforce
11170507,Inactive Investor,Mark Stoltzfus,,Cetera Advisor Networks LLC Lancaster PA Private Residence,,,Salesforce
9626248,,JaMarcus Washington,,,jamarcus.tyree@gmail.com,,List import
342773,,Christopher Torino,Member,Greenwood Investors Llc,ctorino@gwinvestors.com,212-920-4207,Manual List Upload
9578694,,Dianna Aprile,,,daprile@riverstonellc.com,,List import
11158586,Inactive Investor,Rafael Zamora Leon,Chief Compliance Officer;Chief Executive Officer;Director;Founder,Numa,,,Salesforce
7016872,,sa wer,,,pasat59255@youke1.com,,Web form fillout
10910407,Inactive Investor,Brian Monk,,NYLIFE Securities LLC Sugar Land TX 13135 Dairy Ashford Rd,bpmonk@ft.newyorklife.com,,Salesforce
9610116,,ALBINE MICHEL TCHANANG FONTANG,,,micheletchanang542@gmail.com,,List import
9621311,,Chris Johns,,,chris@kringle.tv,,List import
11110515,Inactive Investor,Darryl Traweek,Director - Private Client Group;Divisional Director;Senior Vice President,"RBC Capital Markets, LLC Denver CO 1801 California St",darryl.traweek@rbc.com,,Salesforce
76657,,Brian Card,Investment Advisor,"Midwestern Securities Trading Company, LLC",bcard@midwesternsecurities.com,,
11170613,Inactive Investor,Daniel Murrietta,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11156976,Inactive Investor,Massimo Desantis,Chief Operating Officer,Income Research + Management Boston MA 100 Federal St,mdesantis@incomeresearch.com,,Salesforce
11221462,,Eric Hirsch,,,ehirsch@seia.com,,List Import
10981859,Inactive Investor,Carla Parra,,"ACP Securities, LLC",,,Salesforce
9556263,,Paul Katzeff,,,paul.katzeff@investors.com,,List import
11078630,Inactive Investor,Thomas Flanagan,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",thomas.flanagan@equitable.com,,Salesforce
11186319,Inactive Investor,Bryan Stelmack,,"Stifel, Nicolaus & Company, Incorporated Denver CO 1401 Lawrence St",,,Salesforce
10967919,Inactive Investor,Casey Bass,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11034718,Inactive Investor,Eric Schmidt,,"Osaic Wealth, Inc. Chesterfield MO 16640 Chesterfield Grove Rd",,,Salesforce
10781194,Inactive Investor,Christian Rickenbach Loubriel,Financial Consultant;First Vice President - Investments,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",christian.rickenbach@popular.com,,Salesforce
11020489,Inactive Investor,Melakea Michaux,,"Charles Schwab & Co., Inc. Huntersville NC 8700 Sam Furr Rd",,,Salesforce
10975796,Inactive Investor,Henry Alexandre,,PFS Investments Inc. Chattanooga TN 5708 Uptain Rd,henry.alexandre@primerica.com,,Salesforce
225542,,Jacob -,,[[Unknown]],goldeneye120@hotmail.com,,Initial Salesforce Import
11212451,Inactive Investor,Tom Linker,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 51 W 51st St,tom.linker@jpmorgan.com,,Salesforce
10779947,Inactive Investor,Nicole Edwards,Financial Advisor;Senior Investment Management Consultant;Vice President,Morgan Stanley Columbus OH 4449 Easton Way,nicole.t.edwards@morganstanley.com,,Salesforce
9616120,,asdfg acd,,,zhengming497@gmail.com,,List import
10764961,Inactive Investor,Barbara Alton,Client Service Associate,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,barbara.alton@ubs.com,,Salesforce
9618064,,David Haley,,,dhaley@hbk.com,,List import
10898391,Inactive Investor,Fabiana Ravasi,,Itau International Securities Inc.,fabiana.ravasi@itauinternational.com,,Salesforce
10955425,Inactive Investor,Michael Muenchen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10907847,Inactive Investor,Wade Colwell,,"Raymond James Financial Services, Inc. Fayetteville AR 355 N College Ave",wade.colwell@raymondjames.com,,Salesforce
9646054,,Vaibhav Parnalia,,,vaibhavparnalia@gmail.com,,List import
11191377,Inactive Investor,John Leeming,Chief Compliance Officer;Owner;President,"J. L. Bainbridge & Co., Inc.",jleeming@jlbainbridge.com,,Salesforce
10824716,Inactive Investor,Benjamin Spiker,,"Wells Fargo Advisors Financial Network, LLC Annapolis MD 180 Admiral Cochrane Dr",ben.spiker@wfafinet.com,,Salesforce
11008195,Inactive Investor,Garron Marsh,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
9540610,,Yaron Shalem,,Celsius Network LTD,yaron.shalem@celsius.network,,Organic Search
9551386,,David Ledgerwood,,,david_ledgerwood@americancentury.com,,List import
370441,,Peter Elitzer,Owner and President,Peter Harris Clothes,pelitzer@peterharrisclothes.com,5184690529,Google Natural Search
9623438,,ANDREW T BROWN -,,,btatreasure@gmail.com,,List import
11098319,Inactive Investor,Misty Standifur,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Pikeville KY 131 Main St",misty.standifur@usbank.com,,Salesforce
10945157,Inactive Investor,Jamie Decaire,,Edward Jones Auburn MA 5 Albert St,jamie.decaire@edwardjones.com,,Salesforce
6244446,,George Payne,,,yourfesource@gmail.com,,Web Form Fillout
10832753,Inactive Investor,Andrew Eckley,,"Raymond James Financial Services, Inc. Portland OR 6855 SW Baylor St",andrew.eckley@raymondjames.com,,Salesforce
10945040,Inactive Investor,Jhonatan Baezzamudio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mountain View CA 501 Castro St",jhonatan.baezzamudio@ml.com,,Salesforce
11022677,Inactive Investor,Ryan McCabe,,Deutsche Bank Securities Inc.,,,Salesforce
10839391,Inactive Investor,Rachelle Wagner,Senior Client Associate,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",rachelle.wagner@wellsfargoadvisors.com,,Salesforce
10804491,Inactive Investor,Thomas Napier,Associate Complex Manager;Associate Vice President,Morgan Stanley Seattle WA 601 Union St,tom.napier@morganstanley.com,,Salesforce
10758806,Inactive Investor,Bonnie Krukowski,,Robert W. Baird & Co. Incorporated,bkrukowski@rwbaird.com,,Salesforce
10955515,Inactive Investor,Kimberly Verciglio,,"Principal Securities, Inc.",,,Salesforce
10848669,Inactive Investor,Randolph Larson,Financial Advisor,"OneAmerica Securities, Inc. Lafayette LA Private Residence",,,Salesforce
10956984,Inactive Investor,Gregory Raso,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
11236256,Inactive Investor,Angela Meyer,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10840381,Inactive Investor,Keith Webster,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,keith.webster@jpmorgan.com,,Salesforce
10932430,Inactive Investor,Michael Darany,,"Osaic Wealth, Inc. Costa Mesa CA 3070 Bristol St",,,Salesforce
11054482,Inactive Investor,Kevin Segal,,"M Holdings Securities, Inc.",kevin.segal@mfin.com,,Salesforce
10799605,Inactive Investor,Aaron Young,Regional Vice President,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,aaron.young@primerica.com,,Salesforce
10857439,Inactive Investor,Phillip Curtis,Financial Advisor,"Northeast Planning Associates, Inc. Portsmouth NH 121 Shattuck Way",pcurtis@northeastplanning.com,,Salesforce
10956296,Inactive Investor,Daniel Hawley,Wealth Management Associate,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",daniel.hawley@raymondjames.com,,Salesforce
346521,,Linda Kuehn,Secretary Treasurer,McCormack Financial Planning,Linda@McCormackfp.com,404-236-7316,Manual List Upload
10603903,,Finbarr O'Connor,"Chief Investment Officer, Founding Partner","Treo Asset Management, LLC",foconnor@treoam.com,,List Import
11152178,Inactive Investor,Jay Massow,,"Raymond James Financial Services, Inc. Mesa AZ 1635 N Greenfield Rd",,,Salesforce
10884065,Inactive Investor,Darrell Suchy,,Key Investment Services LLC,darrell.suchy@key.com,,Salesforce
11177179,Inactive Investor,Ryan Farstveet,,Lombard Securities Incorporated Bismarck ND Private Residence,rfarstveet@golombard.com,,Salesforce
8480485,,yacine dolivet,,citadel securities,yacine.dolivet@citadelsecurities.com,,List Import
10937439,Inactive Investor,Jeffrey Kelly,,State Farm VP Management Corp. Essexville MI 1080 N Pine Rd,,,Salesforce
336998,,John Phelan,Partner,"Msd Partners, L.p.",jphelan@msdpartners.com,212-303-1650,Manual List Upload
11050803,Inactive Investor,Matthew Huelsman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.huelsman@fidelity.com,,Salesforce
9551004,,James Manahan,,,james.manahan@fidelity.com,,
11133650,Inactive Investor,Brandon Miles,Financial Advisor,"Wells Fargo Clearing Services, LLC Quincy IL 510 Maine St",brandon.miles@wellsfargoadvisors.com,,Salesforce
10606236,,Aaron Wolson,"Branch Manager, Financial Advisor, Vice President","Ameriprise Financial Services, LLC",aaron.wolson@ampf.com,516-479-5836,List Import
10987915,Inactive Investor,Leslie Paez,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,lpaez@primerica.com,,Salesforce
10889009,Inactive Investor,Benjamin Hopper,,"Wells Fargo Clearing Services, LLC Vancouver WA 700 Washington St",,,Salesforce
11074371,Inactive Investor,Melissa Walsh,Principal;Shareholder;Treasurer;Vice President,JMG Financial Group Ltd,,,Salesforce
10646761,,Joseph Pecoraro,,,jpecoraro@pvgasset.com,,List Import
10811170,Inactive Investor,Jon Baker,,"InSight Securities, Inc. Wellesley MA 888 Worcester St",,,Salesforce
10781508,Inactive Investor,Ann McRiley,Senior Client Service Associate,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,ann.mcriley@ubs.com,,Salesforce
10646577,,Matthew Brymer,,,matthew.brymer@equitable.com,,List Import
9627085,,Nathan Knott,,,nathan.knott@yahoo.com,,List import
10963109,Inactive Investor,James Melillo,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",james.melillo@nm.com,,Salesforce
10646841,,Quinn Martinez,,,quinn.martinez@lpl.com,,List Import
10957622,Inactive Investor,Luisa Muro,,Bolton Global Capital Miami FL 1441 Brickell Ave,lmuro@boltonglobal.com,,Salesforce
194545,,grit okoye,,[Unknown],kritokoe@gmail.com,,source
10827048,Inactive Investor,Adrian Przyboro,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",adrian.przyboro@wellsfargoadvisors.com,,Salesforce
10780315,Inactive Investor,James Forsythe,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,jim.forsythe@opco.com,,Salesforce
9552336,,Sebastian Waliczak,,,sw@s-w.one,,List import
11021715,Inactive Investor,James Herzog,,"Osaic Wealth, Inc. Maple Grove MN Private Residence",,,Salesforce
11217968,,Abigail Furdak,,,abigail.furdak@jpmorgan.com,,List Import
11128328,Inactive Investor,Mandar Bhave,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,,,Salesforce
10813460,Inactive Investor,William Thacker,Director - Benefit Plan Assets;Partner;President,Trent Capital Management Inc,bthacker@trentcapital.com,,Salesforce
241096,Inactive Investor,Deirdre Pomerleau,,NEPC,dpomerleau@nepc.com,(617) 374-1300,Database Upload
10992825,Inactive Investor,Crystal Marigliano,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
11162896,Inactive Investor,James McCarthy,,Morgan Stanley,,,Salesforce
91172,,Amr Lotfy,,None,aklotfy@gmail.com,4165666849,Organic Search
10695994,,Sofia Flynn,,Carlyle,sofia.flynn@carlyle.com,,List Import
374714,,Brian Gemmer,Member,Gemmer Asset Management Llc,brian@gemmerllc.com,925-933-3786,Manual List Upload
10845851,Inactive Investor,Kelly Baldwin,,SECU Brokerage Services Charlotte NC 1130 E 3rd St,kelly.baldwin@ncsecu.org,,Salesforce
11217685,,Daniel Mavrogian,,,daniel.mavrogian@jpmorgan.com,,List Import
10920164,Inactive Investor,Scott Leishear,Financial Advisor,LPL Financial LLC Gaithersburg MD 6 Montgomery Village Ave,scott.leishear@lpl.com,,Salesforce
10877576,Inactive Investor,Craig Colson,,"OFG Financial Services, Inc. College Station TX 302 Holleman Dr E",craigcolson@ofgfinancial.com,,Salesforce
1867622,,Cody Allison,,,clallison8@me.com,,
10882860,Inactive Investor,John Potashnick,Senior Financial Advisor,LPL Financial LLC Saint Louis MO 2301 S Kingshighway Blvd,john.potashnick@lpl.com,,Salesforce
11005815,Inactive Investor,Joseph Carroll,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",joseph.carroll@empower.com,,Salesforce
49793,,Jennifer Hutton,Managing Member,"4j Wealth Management, Llc",jennifer@4jwealth.com,703-566-9573,Manual List Upload
10810982,Inactive Investor,Kyle Eudy,,"Private Client Services, LLC Albemarle NC 132 N 1st St",keudy@pcsbd.net,,Salesforce
10837132,Inactive Investor,Thomas Sponseller,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Westlake OH 159 Crocker Park Blvd,thomas.sponseller@morganstanley.com,,Salesforce
11189482,Inactive Investor,Kristin Cihla,,LPL Financial LLC Middleton WI 7447 University Ave,kristin.cihla@lpl.com,,Salesforce
11113178,Inactive Investor,Troy Spooner,,"Parkland Securities, LLC Holland MI 292 Douglas Ave",tspooner@parklandrep.com,,Salesforce
10657889,,David Bishop,,,dbishop@hovdegroup.com,,List Import
10946575,Inactive Investor,Denise Easterby,Client Relationship Specialist,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",denise.easterby@schwab.com,,Salesforce
10783047,Inactive Investor,Kristen Coyne,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,kristen.coyne@fidelity.com,,Salesforce
11008361,Inactive Investor,Elias Martinez,,"LPL Enterprise, LLC",elias.martinez@lpl.com,,Salesforce
11029895,Inactive Investor,Lisa Helton,Financial Advisor,Edward Jones Sevierville TN 624 Dolly Parton Pkwy,lisa.helton@edwardjones.com,,Salesforce
10898385,Inactive Investor,Brian Conboy,Financial Professional,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",bconboy@financialguide.com,,Salesforce
10841259,Inactive Investor,Mark Purcell,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,mpurcell@rwbaird.com,,Salesforce
10509978,,Brett Shenkel,Index Sales Specialist,Bloomberg Index Services,bshenkel@bloomberg.net,,List Import
11004047,Inactive Investor,Steven Rosenstock,,"Osaic FA, Inc. Oviedo FL 7210 Winding Lake Cir",steven.rosenstock@lfg.com,,Salesforce
9623123,,Jaclyn Buckley,,,jackie@violexdigital.com,,List import
11170088,Inactive Investor,Jennifer Pomeroy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
372430,,Wansly Israel,,United States,wansly18@gmail.com,,Salesforce
10962953,Inactive Investor,Trevor Edwards,Associate,Edward Jones Brooklyn NY 113 S 6th St,trevor.edwards@edwardjones.com,,Salesforce
10843734,Inactive Investor,Rene Corbett,Senior Client Service Associate,Morgan Stanley Austin TX 301 Congress Ave,rene.corbett@morganstanley.com,,Salesforce
10811145,Inactive Investor,Diane Rademacher,Wealth Management Associate,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,diane.rademacher@morganstanley.com,,Salesforce
9625626,,John Doe,,,john@doe.com,,List import
333807,,Matthew Lowe,Senior Investment Forester,"Timberland Investment Resources, Llc",lowe@tirllc.com,404-848-2000,Manual List Upload
11042481,Inactive Investor,Patrick Nellis,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9580892,,Yatin Kalra`,,,yatinkalra@live.com,,List import
11177973,Inactive Investor,Marlin Fana,,J.P. Morgan Securities LLC Woodhaven NY 8401 Jamaica Ave,marlin.fana@jpmorgan.com,,Salesforce
11125292,Inactive Investor,Marvin Grimes,,"Allstate Financial Services, LLC Lubbock TX 6102 82nd St",marvingrimes@allstate.com,,Salesforce
11013236,Inactive Investor,Eric Woltkamp,Financial Advisor,"Equitable Advisors, LLC Laramie WY Private Residence",eric.woltkamp@equitable.com,,Salesforce
11121661,Inactive Investor,Arutyun Avetisyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,,,Salesforce
11101422,Inactive Investor,Constance Kennedy,,"Empower Financial Services, Inc Keller TX Private Residence",constance.kennedy@empower.com,,Salesforce
9646866,,Aleisha Bemis,,,aleisha.bemis@gmail.com,,List import
10890450,Inactive Investor,Evert Ingemar Alan,Owner;Senior Partner,Hulthage Family Office,,,Salesforce
9598942,,Pramil Gandhi,,,pramilgandhi@hotmail.com,,List import
9621917,,vc -,,,vcook2527@att.net,,List import
11176587,Inactive Investor,Conrad Wharton,Senior Vice President - Investments,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",kemper.wharton@raymondjames.com,,Salesforce
10868092,Inactive Investor,Alex Budzon,Director;Financial Advisor,Wealth Advisors Group,alexb@wealthag.com,,Salesforce
9577525,,Zach Dailey,,,labrat@labratmining.com,,List import
352940,,Sharad Rathke,Board Member,Digital Plus Partners,sharad@rathke.co.uk,,Event
10984871,Inactive Investor,Alicia Ungard,,Vanguard Marketing Corporation,alicia_hall@vanguard.com,,Salesforce
10784854,Inactive Investor,Thomas Warner,Private Wealth Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",thomas.f.warner@ampf.com,,Salesforce
11049382,Inactive Investor,Richard Woodward,,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,tom.woodward@opco.com,,Salesforce
10987792,Inactive Investor,Roy Clapp,Associate,Edward Jones Robinson IL 1004 N Allen St,,,Salesforce
11098885,Inactive Investor,John Prickett,Financial Advisor,Market Street Wealth Management Glen Mills PA Private Residence,jprickett@marketstreetwealth.net,,Salesforce
10826619,Inactive Investor,Christopher Swenson,Financial Advisor;Member,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
10805864,Inactive Investor,Donald McGlynn,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",donald_mcglynn@ml.com,,Salesforce
11091640,Inactive Investor,Zachary Hooker,,"Northwestern Mutual Investment Services, LLC Ellicott City MD 6011 University Blvd",zachary.hooker@nm.com,,Salesforce
11207500,Inactive Investor,Patrick Cassidy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",patrick2.cassidy@ml.com,,Salesforce
10953723,Inactive Investor,Rupsa Maity,,Fidelity Brokerage Services LLC,,,Salesforce
10879547,Inactive Investor,Richard Held,,"TIAA-CREF Individual & Institutional Services, LLC Cambridge MA 97 Mount Auburn St",richard.held@tiaa.org,,Salesforce
11153459,Inactive Investor,John Enright,,"Cambridge Investment Research, Inc. Syracuse NY 7293 Buckley Rd",,,Salesforce
10489373,,David Ko,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",david.ko@rbc.com,972-612-4270,List Import
11064025,Inactive Investor,Joshua Barron,Sales Assistant,LPL Financial LLC Somerset PA 107 Georgian Pl,joshua.a.barron@lpl.com,,Salesforce
11137905,Inactive Investor,Michael Lam,,Commonwealth Financial Network Newtown PA 54 Friends Ln,mlam@commonwealth.com,,Salesforce
9619608,,lou blue,,,wehnland@yandex.com,,List import
11206580,Inactive Investor,Peggy Fille,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,peggy.fille@primerica.com,,Salesforce
9586050,,Michael Mccarthy,,,mmccarthy@financialconsulate.com,,List import
10855381,Inactive Investor,Ramond King,,Citigroup Global Markets Inc.,,,Salesforce
241335,Inactive Investor,Mark Kheyfetz,,Boston College Endowment,mark.kheyfetz@bc.edu,(617) 552-3193,Database Upload
10912646,Inactive Investor,Kelly Meyers,,LPL Financial LLC Littleton CO 2679 W Main St,,,Salesforce
10900349,Inactive Investor,Tyler Kozelka,Investment Advisor Representative,LPL Financial LLC Prairie Du Chien WI 1500 E Lapointe St,tyler.kozelka@lpl.com,,Salesforce
4165792,,Addepar MVP,,,addepar@supsync.com,,Web Form Fillout
10830737,Inactive Investor,Jeffrey Hill,Financial Advisor,Edward Jones Greensboro NC 515 College Rd,jeff.hill@edwardjones.com,,Salesforce
10787609,Inactive Investor,Timothy Ostrander,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9607958,,mohammad zarei,,,mohammad.zar3i72@gmail.com,,List import
11233931,Inactive Investor,Jeremiah Lewis,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10664106,,Joann Jordan,,,jordanjoann76@yahoo.com,,Web Form Fillout
11230252,Inactive Investor,King Arbee Guiveses,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,kpguiveses@ft.newyorklife.com,,Salesforce
10806415,Inactive Investor,Neil Draxler,Financial Advisor,Edward Jones Broomfield CO 5760 W 120th Ave,neil.draxler@edwardjones.com,,Salesforce
244793,,Nikhil Deusana,"SVP, Head of Platform","Mirador, LLC",ndeusana@miradorllc.com,12122032196,Manual List Upload
10968923,Inactive Investor,Todd Anglin,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
9586664,,Robert Pearce,,,robert.pearce@conning.com,,List import
10944868,Inactive Investor,Kristian Garcia,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10962904,Inactive Investor,Peter Johnson,Financial Advisor;Financial Representative;Principal,"Principal Securities, Inc. Lake Oswego OR 5665 Meadows Rd",johnson.pete@principal.com,,Salesforce
11127797,Inactive Investor,David Hergert,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 1331 Gemini St",david.hergert@ampf.com,,Salesforce
11068056,Inactive Investor,Cody Lockhart,,"Wells Fargo Advisors Financial Network, LLC Jackson WY 115 E Pearl Ave",cody.lockhart@wellsfargoadvisors.com,,Salesforce
11183245,Inactive Investor,Jane Collins,,"Wells Fargo Clearing Services, LLC Meridian MS 2115 5th St",,,Salesforce
9637357,,Abdulrehman Abdulrehman,,,rehmans1123@gmail.com,,List import
103568,,Steven Park,Partner,"Dimeling, Schreiber & Park",spark@dsppartners.com,1-215-546-8585,Database Upload
10955287,Inactive Investor,Colin Wagner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10872174,Inactive Investor,Lucas Farmer,,Jefferies LLC,lfarmer@jefferies.com,,Salesforce
10902655,Inactive Investor,Hebert Bolivar,,"Wells Fargo Clearing Services, LLC Bloomfield NJ 1080 Broad St",herbert.bolivar@wellsfargo.com,,Salesforce
9630253,,Russell Craig Plunkett,,,rcraigplunkett@gmail.com,,List import
10645477,,Jennifer Lundmark,,,jlundmark@jhancock.com,,List Import
10612542,,Bryan Kossove,Financial Advisor,,bryan.kossove@ampf.com,,List Import
10814721,Inactive Investor,Brandon Wolf,Financial Advisor,Edward Jones Louisville KY 2010 Cherokee Pkwy,brandon.wolf@edwardjones.com,,Salesforce
10835424,Inactive Investor,Mehrdad Bidarian,Financial Advisor;Financial Planner;Investment Advisor Representative,LPL Financial LLC Lexington KY 220 E Reynolds Rd,mehrdad.bidarian@lpl.com,,Salesforce
11124442,Inactive Investor,Kelly Schaubhut,,J.P. Morgan Securities LLC New Orleans LA 2331 S Carrollton Ave,kelly.schaubhut@jpmorgan.com,,Salesforce
11196675,Inactive Investor,Blake Warner,,Sigma Financial Corporation Mount Prospect IL 1661 Feehanville Dr,bwarner@sigmarep.com,,Salesforce
10861498,Inactive Investor,John Coeuille,Financial Advisor,Edward Jones Bellevue WA 1020 108th Ave NE,john.coeuille@edwardjones.com,,Salesforce
10994257,Inactive Investor,Dillon Donechie,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
11062724,Inactive Investor,Curtis Parry,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",curtis.parry@wellsfargoadvisors.com,,Salesforce
11084605,Inactive Investor,Nikita Srivastava,,Evercore Group L.L.C.,,,Salesforce
11219794,,Scott Prichard,,,sprichard@seic.com,,Other
345948,,Deborah Bell,Vice President,"Compass Financial Strategies, Inc.",deborah@compasstx.com,325-672-9230,Manual List Upload
10968029,Inactive Investor,Jeremy Johnson,,"Farmers Financial Solutions, LLC Oakdale CA 460 N Yosemite Ave",,,Salesforce
11203992,Inactive Investor,Treavor Dodsworth,Chief Compliance Officer;Owner,Sycomore Financial,tdodsworth@sycomorefinancial.com,,Salesforce
9586227,,Justine Coleman,,,jcoleman@pentoport.com,,List import
211544,,justin kaufman,student,student,jkauf93@gmail.com,,Content
10648160,,Andrew Davis,,,andrew@seamlessfp.com,,List Import
11159715,Inactive Investor,Timothy Faig,,Thrivent Investment Management Inc. Hopkins MN 10900 Wayzata Blvd,tfaig@pksinvest.com,,Salesforce
9616308,,McClenthen Crystal,,,ckm8@ntrs.com,,List import
10814725,Inactive Investor,Wayne Ricci,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Wakefield RI 36 S County Commons Way",wayne.a.ricci@ampf.com,,Salesforce
10882929,Inactive Investor,J Ehst,,"Geneos Wealth Management, Inc. Douglassville PA 978 Ben Franklin Hwy E",,,Salesforce
11015751,Inactive Investor,John Cianciola,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",john.cianciola@raymondjames.com,,Salesforce
11176469,Inactive Investor,Harrison Krank,,"Raymond James Financial Services, Inc. Fargo ND 300 NP Ave N",harrison.krank@raymondjames.com,,Salesforce
6435181,,Evelyn Picket Pin,,,picketpine@gmail.com,,Web Form Fillout
10872829,Inactive Investor,Thomas Gerhart,,Founders Financial Securities LLC Lebanon PA 400 S 12th St,,,Salesforce
10848437,Inactive Investor,Kevin Paquet,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 333 S Grand Ave",kevin.paquet@wellsfargoadvisors.com,,Salesforce
11042459,Inactive Investor,Erik Duran Robles,,J.P. Morgan Securities LLC Baytown TX 5000 Garth Rd,erik.duran-robles@jpmorgan.com,,Salesforce
11047836,Inactive Investor,Crystal Dykstra,,Fidelity Brokerage Services LLC San Francisco CA 44 Montgomery St,crystal.dykstra@fmr.com,,Salesforce
11108813,Inactive Investor,Michael Tedone,Chief Financial Officer;Partner,"Connecticut Wealth Management, LLC",mtedone@ctwealthmgmt.com,,Salesforce
11035192,Inactive Investor,Sheila Peelen,Financial Advisor,Edward Jones Sheldon IA 115 N 5th Ave,sheila.peelen@edwardjones.com,,Salesforce
11182139,Inactive Investor,Kerry Denton,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,kerry.s.skipper.uf20@statefarm.com,,Salesforce
10894823,Inactive Investor,Stephen Minshull,Financial Advisor,LPL Financial LLC Kansas City MO 4700 Belleview Ave,stephen.minshull@lpl.com,,Salesforce
10816612,Inactive Investor,Jeff Hinish,Associate Financial Advisor,"Ameriprise Financial Services, LLC Hollidaysburg PA 1715 N Juniata St",jeff.a.hinish@ampf.com,,Salesforce
9648475,,STEVEN MESZAROS,,,safetysim@hotmail.com,,List import
9629831,,Matthew Eisert,,,eisert.matt@gmail.com,,List import
9628715,,Ilya Sipkin,,,ilyat79@gmail.com,,List import
10939022,Inactive Investor,Clinton Patty,Chief Compliance Officer;Director;Executive Vice President;Managing Partner;President,Clayton Wealth Partners,clint@claytonwealthpartners.com,,Salesforce
10958076,Inactive Investor,Brian Peterson,,"MML Investors Services, LLC El Dorado Hills CA Private Residence",bpeterson@financialguide.com,,Salesforce
10938362,Inactive Investor,Joseph Kurtz,Financial Advisor,Edward Jones Gilbert AZ 2730 S Val Vista Dr,joey.kurtz@edwardjones.com,,Salesforce
10889720,Inactive Investor,Sara Vick,Investment Advisor Representative,"Osaic Wealth, Inc. Richmond VA 7100 Forest Ave",,,Salesforce
10617615,,Thomas Noto,,,thomas.noto@equitable.com,,List Import
9571880,,Eric Strumingher,,,eric@silverridgecp.com,,List import
11095581,Inactive Investor,Catherine DePuy,Financial Advisor;First Vice President - Wealth Management;International Client Advisor;Lending Specialist;Senior Portfolio Mana,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,catherine.depuy@morganstanley.com,,Salesforce
11094591,Inactive Investor,Moriah Fagen,,Thrivent Investment Management Inc. Eau Claire WI 4330 Golf Ter,moriah.fagen@thrivent.com,,Salesforce
9544006,,Leslie Fry,,,l.fry@midanmarketing.com,,List import
11151651,Inactive Investor,Matthew Viani,,Westco Investment Corp.,matthew@westcofinancialgroup.com,,Salesforce
9595137,,Tiffany Nealon,,,tnealon@intercamus.com,,List import
10487503,,Cara Mcphillips,Financial Advisor,Morgan Stanley,cara.mcphillips@morganstanley.com,,List Import
11162555,Inactive Investor,David Duff,,"FBL Marketing Services, LLC Wahoo NE 260 W 6th St",,,Salesforce
185671,,Mark Opila,Wealth Advisor,"Advisors Capital Management, LLC",mark@advisorscenter.com,201-447-3400,
10494391,,Philip Grafmiller,"Investment Advisor Representative, Managing Member","SWAN DFW Financial Solutions, LLC",anagraf22@gmail.com,,List Import
156191,,Nathan Verdonck,,[Unknown],nathan.verdonck@icloud.com,,Paid Social
11135515,Inactive Investor,Williams Hays,,NYLIFE Securities LLC Yakima WA 925 Triple Crown Way,wthays@ft.newyorklife.com,,Salesforce
10750206,Inactive Investor,Waleska Henriquez,,PFS Investments Inc. San Juan 3100 Carr 199,,,Salesforce
98130,,Benjamin Mcculloch,Managing Director And General Counsel And CCO,Xa Investments,bmcculloch@xainvestments.com,312-374-6930,Manual List Upload
11016190,Inactive Investor,Kyle Scharfenberg,,"Northwestern Mutual Investment Services, LLC Monroe MI 15555 S Telegraph Rd",kyle.scharfenberg@nm.com,,Salesforce
10757076,Inactive Investor,Allen Lovejoy,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",allen.lovejoy@wellsfargoadvisors.com,,Salesforce
11207747,Inactive Investor,Nilsson Hernandez,,"Wells Fargo Clearing Services, LLC Minneapolis MN 6445 Nicollet Ave",,,Salesforce
11039003,Inactive Investor,Shalini Babbar,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,shalini.babbar@chase.com,,Salesforce
11037560,Inactive Investor,Kenec Elvir-Corrales,,Thrivent Investment Management Inc. Fairfax VA 8280 Willow Oaks Corporate Dr,kenec.elvir-corrales@thrivent.com,,Salesforce
11196076,Inactive Investor,Thomas Votano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Katonah NY 256 Katonah Ave",thomas.votano@ml.com,,Salesforce
10647255,,Maureen Bartlett,,,maureen.e.bartlett@jpmorgan.com,,List Import
9560172,,Charles Schuler,,,chuck@calderadvisors.com,,List import
10937544,Inactive Investor,Timothy Gay,Financial Advisor,LPL Financial LLC Lancaster PA 3008 Columbia Ave,timothy.gay@lpl.com,,Salesforce
10808325,Inactive Investor,Antonio Criado,Financial Advisor,Edward Jones Kaneohe HI 45-480 Kaneohe Bay Dr,antonio.criado@edwardjones.com,,Salesforce
9614229,,Erica Lau,,,erica@northgrowth.com,,List import
205476,,Jerry Truppelli,,[Unknown],jerry@athleteracenumbers.com,,
11098736,Inactive Investor,Casie Furst,Senior Client Service Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,,,Salesforce
9592061,,Eros Garcia Ponte,,,eros902002@googlemail.com,,List import
10765117,Inactive Investor,Walter Chayes,Senior Consultant;Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",walter_chayes@ml.com,,Salesforce
11027790,Inactive Investor,Tyler Wallace,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",tyler.wallace@nm.com,,Salesforce
9544796,,Jake Oude-Reimerink,,,joude@onemagnify.com,,List import
10803093,Inactive Investor,Timothy Deenik,Senior Investment Consultant;Vice President,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,tdeenik@rwbaird.com,,Salesforce
299,,,,,bossy250@tpg.com.au,,
192306,,Daniel Mason,Founder,"First Mason Financial, Llc",dan@firstmasonfinancial.com,330-722-5777,Manual List Upload
11097646,Inactive Investor,Richard Glass,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,richard.glass@fidelity.com,,Salesforce
10855847,Inactive Investor,Matthew Etzler,Founder;Managing Member,"Etzler Financial Advisors, LLC",matt@etzlerfinancial.com,,Salesforce
10921463,Inactive Investor,Roberto Sett,,"Farmers Financial Solutions, LLC Ventura CA 3875 Telegraph Rd",rsett@farmersagent.com,,Salesforce
10794798,Inactive Investor,Shad Connor,Wealth Advisor,Thrivent Investment Management Inc. Fargo ND 3441 45th St S,shad.connor@thrivent.com,,Salesforce
11181318,Inactive Investor,Ryan Schneider,,LPL Financial LLC Hartland WI 112 E Capitol Dr,ryan.schneider@lpl.com,,Salesforce
10974210,Inactive Investor,Laurie Ellis-Mcleod,,"Harbour Investments, Inc. Madison WI 6515 Grand Teton Plz",,,Salesforce
11212533,Inactive Investor,Sherene Vasey,,"Osaic FS, Inc. Greensboro NC 2102 N Elm St",,,Salesforce
10879882,Inactive Investor,Bradley Gerberding,Investment Advisor Representative,"Royal Fund Management, LLC",brad@royalfundmanagement.com,,Salesforce
11008393,Inactive Investor,Jeffrey Owens,Chief Compliance Officer;Chief Financial Officer;Director - Operations;Investment Advisor Representative;Principal,"Houston Wealth Advisers, LLC.",,,Salesforce
10902517,Inactive Investor,Jeffery Johnson,Financial Associate,Thrivent Investment Management Inc. Norfolk NE 1101 Riverside Blvd,jeff.johnson@thrivent.com,,Salesforce
10811924,Inactive Investor,Dwight Olson,Chief Executive Officer,"Olson Investment Advisors, LLC",dwight@olson-investments.com,,Salesforce
11202624,Inactive Investor,Hal Harper,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,hal.harper@fidelity.com,,Salesforce
11122421,Inactive Investor,Jeffrey Kitchens,Financial Advisor;Vice President,Edward Jones Oklahoma City OK 12460 Saint Andrews Dr,kyle.kitchens@edwardjones.com,,Salesforce
9575119,,Vicki Kline,,,vkline@stratoswealthpartners.com,,List import
11312812,Inactive Investor,Steven Dray,CIO,"Zevin Asset Management, LLC",steven@zevin.com,,Salesforce
10757595,Inactive Investor,Ernest Hughes,,"Raymond James Financial Services, Inc. Plymouth MI 676 W Ann Arbor Trl",ernest.hughes@raymondjames.com,,Salesforce
10855618,Inactive Investor,Deborah Smith,,"VALIC Financial Advisors, Inc. Macon GA 125 Plantation Centre Dr S",deborah.smith@valic.com,,Salesforce
11157875,Inactive Investor,Ian English,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ian_english@vanguard.com,,Salesforce
10749685,,[Unknown],,,alexander.apbus@aol.com,,Web Form Fillout
10881674,Inactive Investor,Dennis Liverett,Financial Advisor,LPL Financial LLC Slidell LA 1338 Gause Blvd,dennis.liverett@lpl.com,,Salesforce
10857303,Inactive Investor,Jeffrey Smith,Financial Professional;Financial Services Professional,"MML Investors Services, LLC Reading PA 3 Park Plz",,,Salesforce
10827084,Inactive Investor,Margaret Keith,Private Client Associate,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,mkeith@janney.com,,Salesforce
9648481,,stanley serklew,,,serklew@msn.com,,List import
10842665,Inactive Investor,Lance Ihry,Financial Advisor,Edward Jones Fargo ND 1535 42nd St S,lance.ihry@edwardjones.com,,Salesforce
9614674,,Rahul dev,,,rahuldeb@email.com,,List import
11046491,Inactive Investor,Mohamed Donzo,,J.P. Morgan Securities LLC Minneapolis MN 5625 Xerxes Ave N,mohamed.donzo@jpmorgan.com,,Salesforce
9595267,,Laura Muller,,,laura.muller@thecapitalgroup.com,,List import
11207143,Inactive Investor,Michael Bleke,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",michael.bleke@equitable.com,,Salesforce
10836414,Inactive Investor,Kristoffer Noble,Consulting Group Analyst,Morgan Stanley Portland ME 100 Middle St,kristoffer.a.noble@morganstanley.com,,Salesforce
10840143,Inactive Investor,Jason Alford,Associate Vice President - Investments,Davenport & Company LLC Lynchburg VA 1104 Commerce St,jalford@investdavenport.com,,Salesforce
10771462,Inactive Investor,David Levinson,,"American Trust Investment Services, Inc. Lisle IL 4722 Main St",d.levinson@amtruinvest.com,,Salesforce
10964907,Inactive Investor,Jared Griffith,,"First Command Brokerage Services, Inc. Minot ND 24 1st St NE",jgriffith@firstcommand.com,,Salesforce
11183847,Inactive Investor,Jessica Nycz,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,jessica.nycz@fmr.com,,Salesforce
11000785,Inactive Investor,Michael Sheffield,,"Allstate Financial Services, LLC Grayson GA 1075 Cooper Rd",msheffield1@allstate.com,,Salesforce
9567506,,Steven Hull,,,steven.hull@valic.com,,List import
9582395,,Jiun Guiño,,,guienfuin20@gmail.com,,List import
11083499,Inactive Investor,Brittany Price,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",brittany.n.price@nm.com,,Salesforce
11204549,Inactive Investor,Paul Noto,,"Cambridge Investment Research, Inc. Garden City NY 825 E Gate Blvd",,,Salesforce
11133464,Inactive Investor,Katelyn Carter,Client Service Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,katelyn.carter@morganstanley.com,,Salesforce
9603081,,Daniel Kasinski,,,daniel@openkapital.com.br,,List import
11020018,Inactive Investor,Eric Riner,Wealth Advisor,"UMB Financial Services, Inc. Kansas City MO 1010 Grand Blvd",,,Salesforce
11192436,Inactive Investor,Curtis Mullins,Financial Advisor,Edward Jones Parlin NJ 310 Ernston Rd,curtis.mullins@edwardjones.com,,Salesforce
9648302,,ROBERTO SALA,,,roberto_sala@msn.com,,List import
10777644,Inactive Investor,James Compton,Financial Consultant;Senior Vice President,Stephens Fayetteville AR 3425 N Futrall Dr,zach.compton@stephens.com,,Salesforce
10919978,Inactive Investor,Jesse Ford,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jonesboro AR 2500 E Highland Dr",,,Salesforce
10618642,,Steven Hayes,,,shayes@ptam.com,,List Import
11025634,Inactive Investor,Mario Hernandez,Financial Planner;Principal,Longevity Wealth Management,mario@longevitywealthmanagement.com,,Salesforce
10809992,Inactive Investor,Candace Corette-Pratt,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Bozeman MT Private Residence",candace.corette-pratt@wellsfargoadvisors.com,,Salesforce
338291,,Sonya Spagnola,Para planner,"Wealthplan Advisors, Llc",sspagnola@wealthplanadvisor.com,480-505-0234,Manual List Upload
10867989,Inactive Investor,Ben A Kazmierski,,"Principal Securities, Inc. Billings MT 1116 Grand Ave",kazmierski.ben@principal.com,,Salesforce
10753773,Inactive Investor,Jerrod Hester,Financial Advisor,Edward Jones Athens AL 229 French Farms Blvd,jerrod.hester@edwardjones.com,,Salesforce
11178203,Inactive Investor,Sabina Vegiard,Advisory Services Consultant,"Osaic Institutions, Inc. Tolland CT Private Residence",sabina.vegiard@infinexgroup.com,,Salesforce
10857403,Inactive Investor,Michael Parisi,,State Farm VP Management Corp. Kansas City MO 2603 Burlington St,mike.parisi.j134@statefarm.com,,Salesforce
11059720,Inactive Investor,Emilo Ayala,,NYLIFE Securities LLC Chula Vista CA 2571 Table Rock Ave,ejayala@ft.newyorklife.com,,Salesforce
10920558,Inactive Investor,Casey Kriedman,Financial Advisor;Managing Director,Morgan Stanley New York NY 55 E 52nd St,casey.kriedman@morganstanleypwm.com,,Salesforce
10810231,Inactive Investor,John Herbert,Partner,Nichols & Pratt Advisers LLP,,,Salesforce
10787489,Inactive Investor,Jerry Schroy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11148501,Inactive Investor,Brad Scott,,"Allstate Financial Services, LLC Blackfoot ID 54 N Maple St",bradscott@allstate.com,,Salesforce
167731,,Aqib Imran,,[Unknown],aqib_imran@hotmail.com,,Paid Social
235462,, -,,[[Unknown]],mravljaktony@gmail.com,,
10778089,Inactive Investor,Dennis McGee,,"USI Securities, Inc. Newtown Square PA 3805 West Chester Pike",dennis.mcgee@usi.biz,,Salesforce
10974266,Inactive Investor,Patrick Bookey,,"Osaic Wealth, Inc. Anchorage AK Private Residence",,,Salesforce
10809273,Inactive Investor,Jacquelyn Mulford,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",jacquelyn_mulford@ml.com,,Salesforce
11174994,Inactive Investor,Abigail Holden,,"Cambridge Investment Research, Inc. Wichita KS 13111 E 21st St N",,,Salesforce
10839425,Inactive Investor,Kayla Loutzenhiser,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
10487919,,Walter Kelley,Manager - Investor Relations,Brookmont Capital Management,tkelley@brookmont.com,,List Import
186451,,Vasilis Neos,,[Unknown],neosvasilis@yahoo.com,,source
10792623,Inactive Investor,Donald Jenkins,,"Kestra Investment Services, LLC South Burlington VT 620 Hinesburg Rd",djenkins@nfp.com,,Salesforce
11144080,Inactive Investor,Brittani Dilliard,,LPL Financial LLC Knoxville TN 924 Scenic Dr,brittani.dilliard@lpl.com,,Salesforce
11076002,Inactive Investor,Jason Kingshott,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",jason.kingshott@ml.com,,Salesforce
11229893,Inactive Investor,Matthew Hunt,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",matthew.x.hunt@nm.com,,Salesforce
10828410,Inactive Investor,James Ayers,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",,,Salesforce
9589071,,Patrick Casey,,,pat@stonetreemgt.com,,List import
10835485,Inactive Investor,Stephen Hill,,Cetera Investment Advisers LLC,,,Salesforce
10877808,Inactive Investor,Joseph Del Grande,,"TIAA-CREF Individual & Institutional Services, LLC Hackensack NJ 3 University Plz",joe.delgrande@tiaa.org,,Salesforce
10884827,Inactive Investor,David Asbury,,"Geneos Wealth Management, Inc. Fort Collins CO 2401 Idledale Dr",,,Salesforce
11169754,Inactive Investor,Stephen Micelotta,,"Grove Point Investments, LLC Port Saint Lucie FL Private Residence",,,Salesforce
11184917,Inactive Investor,Bruno Leonardo,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
10795298,Inactive Investor,Lori Peters,,Carter Financial Management,lori.a.peters@raymondjames.com,,Salesforce
11201885,Inactive Investor,Reynaldo Hellmund,Associate Banker;Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10832074,Inactive Investor,Geoffrey Hughes,First Vice President - Financial Advisor,"RBC Capital Markets, LLC Eugene OR 975 Oak St",geoffrey.hughes@rbc.com,,Salesforce
11170002,Inactive Investor,Daniel King,Financial Advisor,LPL Financial LLC Labelle FL 231 E Hickpochee Ave,,,Salesforce
10999566,Inactive Investor,Brandon Arana,Financial Professional,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",brandon.arana@equitable.com,,Salesforce
10661967,,James Langer,,,jlanger@redmontwealth.com,,List Import
11111073,Inactive Investor,Jonathan Ingalls,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",jonathan.d.ingalls@ampf.com,,Salesforce
10945102,Inactive Investor,Palki Mehta,,NYLIFE Securities LLC New York NY 285 Fulton St,palkimehta@ft.newyorklife.com,,Salesforce
11154085,Inactive Investor,Danielle Sagan,Associate,Edward Jones Palm Harbor FL 34650 US Hwy 19 N,danielle.sagan@edwardjones.com,,Salesforce
10847068,Inactive Investor,Shilpa Mullan,Partner;President;Regulatory Contact,"Avestar Capital, LLC",skonduri@avestarcapital.com,,Salesforce
10984653,Inactive Investor,Isad Hajric,,"U.S. Bancorp Investments, Inc. Saint Louis MO 1400 S Big Bend Blvd",,,Salesforce
11207802,Inactive Investor,Christopher Gramolini,Financial Advisor;Wealth Planning Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,christopher.gramolini@ubs.com,,Salesforce
373418,,Oscar Solis,,[Unknown],osolis1@yahoo.com,,source
9565289,,Drew Fetzner,,,drew.fetzner@fidelity.com,,List import
10755343,Inactive Investor,Jay Murphy,Financial Advisor,Edward Jones Milwaukee WI 833 E Henry Clay St,jay.murphy@edwardjones.com,,Salesforce
10823104,Inactive Investor,Kevin Bergey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kevin.bergey@ml.com,,Salesforce
11102248,Inactive Investor,Hui-Wen Shih,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11141066,Inactive Investor,John Maddux,Financial Advisor,Edward Jones Hewitt TX 400 Sapphire Blvd,john.maddux@edwardjones.com,,Salesforce
10783459,Inactive Investor,David Chan,Vice President,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,david.chan@citi.com,,Salesforce
11090273,Inactive Investor,David Roberts,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,david_roberts@vanguard.com,,Salesforce
5077818,,Omar Anderson,,,aryehlebent@gmail.com,6788966156,Web Form Fillout
11015703,Inactive Investor,William Watkinson,Chief Executive Officer;Chief Investment Officer;President;Senior Vice President,Watkinson Capital Advisors LLC,,,Salesforce
11021806,Inactive Investor,Jordan Lawrence,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10494407,,Charles Manthey,"Chief Compliance Officer, Founder, President","BlueChip Financial Planning, Inc.",c.manthey@bluechipservices.net,,List import
350430,,Vito Tanzi,Partner,Soroban Capital Partners LP,vtanzi@sorobancap.com,1-212-314-1300,Initial Salesforce Import
11166959,Inactive Investor,Anthony Caruso,,Cetera Advisor Networks LLC Martinsville NJ 792 Chimney Rock Rd,,,Salesforce
206455,,Affandy Abdul Rahim,,Brunei,brutech1063@gmail.com,,
11145238,Inactive Investor,Richard Rosati,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",richard.l.rosati@wellsfargo.com,,Salesforce
11078306,Inactive Investor,Kristopher Horton,Senior Manager,"Charles Schwab & Co., Inc. Tampa FL Private Residence",,,Salesforce
10870355,Inactive Investor,Donald Wright,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Owner;President,"Retirement Specialty Group, Inc.",anthony@retirementspecialtygroup.com,,Salesforce
10616352,,Eric Stone,,,eric.stone@citi.com,,List Import
10831215,Inactive Investor,Richard Santamaria,,"Raymond James Financial Services, Inc. Austin TX 14101 W Hwy 290",richard.santamaria@raymondjames.com,,Salesforce
10818687,Inactive Investor,Jeffrey Overweg,,"TIAA-CREF Individual & Institutional Services, LLC Charlottesville VA 650 Peter Jefferson Pkwy",joverweg@tiaa-cref.org,,Salesforce
11025299,Inactive Investor,Horace Rojan,,NYLIFE Securities LLC New York NY 420 Lexington Ave,hrojan@ft.newyorklife.com,,Salesforce
11109825,Inactive Investor,Hillary Henderson,,LPL Financial LLC Easley SC 1800 E Main St,hillary.henderson@lpl.com,,Salesforce
11022653,Inactive Investor,Elias Gracia Ruiz,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
11171289,Inactive Investor,Jesus Garza,Client Advisor,J.P. Morgan Securities LLC Houston TX 11310 Chimney Rock Rd,jesus.garza@jpmorgan.com,,Salesforce
11219185,,Dean Hessler,,,dhessler@edelmanfinancialengines.com,,Other
10952198,Inactive Investor,Anzhelika Prosise,,The Huntington Investment Company Grove City OH 2227 Stringtown Rd,anzhelika.prosise@huntington.com,,Salesforce
11177462,Inactive Investor,Alexandra Marquez,Financial Advisor,LPL Financial LLC Guaynabo 7 Cii Tabonuco,,,Salesforce
11078448,Inactive Investor,Albert Brodbeck,,"Pruco Securities, LLC. Yonkers NY 2092 Central Park Ave",al.brodbeck@prudential.com,,Salesforce
11201341,Inactive Investor,Heidi Crutchfield,Financial Advisor,Edward Jones Danville KY 439 W Walnut St,heidi.crutchfield@edwardjones.com,,Salesforce
11114851,Inactive Investor,Joseph Rosano,Wealth Management Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10985941,Inactive Investor,Arturo Miranda,,J.P. Morgan Securities LLC Houston TX 9309 Katy Fwy,arturo.miranda@jpmorgan.com,,Salesforce
10874869,Inactive Investor,Kelly Mcgowan,Client Service Associate,Morgan Stanley Troy MI 101 W Big Beaver Rd,kelly.mcgowan@morganstanley.com,,Salesforce
9599447,,Dale Farnsworth,,,dalecf@hotmail.com,,List import
11043736,Inactive Investor,Thomas Kircher,Investment Broker,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",kirchert@stifel.com,,Salesforce
10568252,,Shan Belew,,,lookintolitecoin@gmail.com,,Web Form Fillout
10793875,Inactive Investor,Frederick Burchill,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",sandy.burchill@bofa.com,,Salesforce
10896357,Inactive Investor,Joshua Kozel,Advisor,LPL Financial LLC Valparaiso IN 105 Lincolnway,joshua.kozel@lpl.com,,Salesforce
9635813,,Christina Shaw,,,cshaw@castaneapartners.com,,List import
10963778,Inactive Investor,Amber Paulsen,,"Cadaret, Grant & Co., Inc.",apaulsen@cadaretgrant.com,,Salesforce
10908176,Inactive Investor,Brett Pohl,Chief Compliance Officer,"Retirement Consulting Group, Inc.",,,Salesforce
11177181,Inactive Investor,Jeffrey Goldman,Investment Advisor Representative;Vice President,"Chapin, Davis",jgoldman@chapindavis.com,,Salesforce
11172870,Inactive Investor,Peter Economos,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
11124422,Inactive Investor,Marlon Harvey,,J.P. Morgan Securities LLC Brownsburg IN 1073 N Green St,marlon.harvey@jpmorgan.com,,Salesforce
11069597,Inactive Investor,Victor Mihaiu,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,victor.mihaiu@morganstanley.com,,Salesforce
10908220,Inactive Investor,Rachel Dietz,,PFS Investments Inc. National City CA 22 W 35th St,rachel.dietz@primerica.com,,Salesforce
11078291,Inactive Investor,Dominic Galati,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",dominic.galati@schwab.com,,Salesforce
10952650,Inactive Investor,Meghan Koths,Financial Advisor,"Hantz Financial Services, Inc. Taylor MI 22919 Eureka Rd",meghan.lipchik@hantzgroup.com,,Salesforce
10787848,Inactive Investor,Judith Paris,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11137632,Inactive Investor,Ara Bayindiryan,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,Bayworth Capital,ara@xceedcapital.com,,Salesforce
11066559,Inactive Investor,Ian Scheidemann,,"Avantax Investment Services, Inc. Brooklawn NJ 503 Crescent Blvd",,,Salesforce
9591338,,Jina Yi,,,jina@wealtharchitects.com,,List import
10939251,Inactive Investor,Jonathan Shepard,,State Farm VP Management Corp. Cedar Falls IA 1708 State St,jonathanshepard@statefarm.com,,Salesforce
11065903,Inactive Investor,Kerry Bowden,,"Concourse Financial Group Securities, Inc.",kerry.bowden@concoursefinancial.com,,Salesforce
4608698,,Zachary Heidorn,,,heidornzaj@gmail.com,,Web form fillout
10865030,Inactive Investor,Cory Weiser,Financial Services Representative;Special Care Planner,"MML Investors Services, LLC Orlando FL 301 E Pine St",,,Salesforce
7072490,,James Brown,,,wadama3626@rolenot.com,,Web Form Fillout
189753,,Calvin Rudolph,,Danda Trouve Investment Management,crudolph@dandatrouve.com,(402) 630-5571,Paid Search
10957820,Inactive Investor,Jeffrey Schumacher,Financial Consultant,"Midwestern Securities Trading Company, LLC Eureka IL 1805 S Main St",,,Salesforce
9550416,,Paul Kiker,,,pkiker@kikerwealth.com,,List import
10940605,Inactive Investor,Natalie Rivera,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,natalie.rivera@primerica.com,,Salesforce
10910362,Inactive Investor,Christine Johnson,,LPL Financial LLC Racine WI 5901 Durand Ave,christine.johnson@lpl.com,,Salesforce
11098812,Inactive Investor,Dagoberto Nunez Nieto,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
337878,,Thomas Connors,"CFO, Cao, Member","Octagon Credit Investors, Llc",tconnors@octagoncredit.com,212-400-8400,Manual List Upload
10933606,Inactive Investor,Jeanette Sunga,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",jeanettesunga@financialguide.com,,Salesforce
11171865,Inactive Investor,Valerie Fishgold,,"Cambridge Investment Research, Inc. Scottsdale AZ Private Residence",,,Salesforce
9575004,,Henry Levy,,,hlevy@chickasawcap.com,,List import
11156576,Inactive Investor,Francis Schmid,,"Raymond James & Associates, Inc.",francis.schmid@raymondjames.com,,Salesforce
10869540,Inactive Investor,Francisco Couttenye,Financial Advisor;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,francisco.couttenye@citi.com,,Salesforce
10775268,Inactive Investor,Frank Brawley,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,frank.brawley@ubs.com,,Salesforce
11185120,Inactive Investor,Christopher Chu,,NYLIFE Securities LLC White Plains NY 44 S Broadway,chchu@ft.newyorklife.com,,Salesforce
11173588,Inactive Investor,Steve Sadler,Private Wealth Advisor,"Ameriprise Financial Services, LLC Omaha NE 1111 N 102nd Ct",steve.r.sadler@ampf.com,,Salesforce
11097889,Inactive Investor,Emmanuel Obel,Chief Executive Officer;Founder;Owner,Obel Financial Advisors,eobel@obelfs.com,,Salesforce
10932234,Inactive Investor,Daryl Allison,,"Crescent Securities Group, Inc.",dallison@crescentsecurities.com,,Salesforce
11155400,Inactive Investor,Britton Hiskey,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10786932,Inactive Investor,Ethan Kirby,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ethan.kirby@fidelity.com,,Salesforce
10962533,Inactive Investor,Doris Cheek,Financial Advisor,Thrivent Investment Management Inc. Norcross GA Private Residence,wynnette.cheek@thrivent.com,,Salesforce
11218893,,David Huntley,,,david.huntley@tscg.com,,Other
11102193,Inactive Investor,Ryan Carruth,,"Osaic Wealth, Inc. Long Lake MN 1865 W Wayzata Blvd",,,Salesforce
11162027,Inactive Investor,Ashli Newcomb,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Paris TN 117 E Wood St",anewcomb@kingsview.com,,Salesforce
11197277,Inactive Investor,Eric Hu,,"Vanderbilt Securities, LLC Bridgewater NJ 991 Rte 22",,,Salesforce
9567311,,Scott Marquis,,,scott@amerinvest.com,,List import
372158,,Shyam Ayengar,,United States,ssayengar@yahoo.com,,Salesforce
9551643,,orçun bayar,,,orkun350@hotmail.com,,List import
233907,, -,,[[Unknown]],tjkang2010@gmail.com,,Paid Social
351025,,J. White,Member,Investment Management Consultants,dwhite@imcportfolio.com,702-869-0330,Manual List Upload
10909528,Inactive Investor,Robert Boucher,Vice President,"The Oak Ridge Financial Services Group, Inc.",rboucher@oakridgefinancial.com,,Salesforce
11029575,Inactive Investor,Ann Myers,,LPL Financial LLC Lawrence KS 832 Pennsylvania St,ann.myers@lpl.com,,Salesforce
11098447,Inactive Investor,Austin Ehlinger,Financial Advisor,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
10977931,Inactive Investor,Samantha Aguilar,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
40107,,Robert Hyneman,District Manager,"VALIC Financial Advisors, Inc.",robert.hyneman@valic.com,866-544-4968,
10772380,Inactive Investor,Jo Wenisch,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",,,Salesforce
200207,,Brian Mohoric,"Financial Advisor, Member, Partner",Vinoble Group,brianm@vinoblegroup.com,206-317-6822,
10767021,Inactive Investor,Todd Preston,Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Billings MT 208 N 28th St,tpreston@dadco.com,,Salesforce
11229775,Inactive Investor,Thomas Kotopka,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",thomas.kotopka@nm.com,,Salesforce
11047326,Inactive Investor,Daniel Nelson,,Park Avenue Securities LLC Austin TX 1250 S Capital of Texas Hwy,dnelson@vanderbiltsecurities.com,,Salesforce
10773463,Inactive Investor,Todd Jefferson,,PFS Investments Inc. Charlotte NC 818 Tyvola Rd,todd.jefferson@primerica.com,,Salesforce
11090948,Inactive Investor,Michael Oravetz,Wealth Strategy Associate,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,michael.oravetz@ubs.com,,Salesforce
11161796,Inactive Investor,Brian Katz,Financial Advisor;Senior Vice President,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10832658,Inactive Investor,Joseph Lala,Private Client Advisor,J.P. Morgan Securities LLC Glenview IL 990 River Dr,joe.a.lala@jpmorgan.com,,Salesforce
10944474,Inactive Investor,Alan Waker,,Sigma Financial Corporation Austin TX 7624 Tecoma Cir,,,Salesforce
11106663,Inactive Investor,Matthew Hersh,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,matt.hersh@morganstanley.com,,Salesforce
9568796,,David Arns,,,david.arns@valic.com,,List import
11167953,Inactive Investor,Liam Fanola,Client Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,liam.fanola@ubs.com,,Salesforce
11051429,Inactive Investor,Andrew Dunnigan,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Folsom CA 2365 Iron Point Rd,andrew.dunnigan@morganstanley.com,,Salesforce
10864213,Inactive Investor,Steven Bellog,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,steven.bellog@fmr.com,,Salesforce
10897205,Inactive Investor,Andrew Stafford,Chief Compliance Officer;Founder;Member;President,"Prevail Innovative Wealth Advisors, LLC",astafford@prevailiws.com,,Salesforce
10762950,Inactive Investor,David Ko,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Brea CA 135 S State College Blvd",david.ko@wellsfargoadvisors.com,,Salesforce
11136187,Inactive Investor,Christopher Higgins,,LPL Financial LLC Collegeville PA 18 Longacre Dr,christopher.higgins@lpl.com,,Salesforce
11007041,Inactive Investor,Mecca Anderson,,PFS Investments Inc. Artesia CA 18732 Corby Ave,mecca.anderson@primerica.com,,Salesforce
10812963,Inactive Investor,Lawrence Fulhorst,,PFS Investments Inc. Lake in the Hills IL 1301 Pyott Rd,lawrence.fulhorst@primerica.com,,Salesforce
11158893,Inactive Investor,Anthony Russo,Vice President,"Essex Financial Services, Inc.",arusso@essex.financial,,Salesforce
10965267,Inactive Investor,Julien Mauldin,,Fidelity Brokerage Services LLC,,,Salesforce
11046612,Inactive Investor,Chen-Kuo Soong,,"Avantax Investment Services, Inc. Arlington TX 1170 Corporate Dr W",,,Salesforce
11213288,Inactive Investor,Linda Perrigoue,,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",lindaperrigoue@synovus.com,,Salesforce
11255031,Inactive Investor,Nicholas Hall-Risko,Manager;Senior Investment Analyst,Geller Advisors LLC,,,Salesforce
10806671,Inactive Investor,Anthony Armenise,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",anthony.armenise@ml.com,,Salesforce
9554977,,Todd Grady,,,tgrady@aristotleboston.com,,
11056274,Inactive Investor,Mehrnoosh Shafieezade Abade,,Citigroup Global Markets Inc.,,,Salesforce
10856371,Inactive Investor,Robert Wyckoff,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley San Antonio TX 7600 Broadway,robert.wyckoff@morganstanley.com,,Salesforce
10906909,Inactive Investor,Amit Thakkar,Owner;President,Elevation Investment Consulting,amit@elevationconsulting.com,,Salesforce
11236483,Inactive Investor,Julie Lawrence,Wealth Planning Advisor,Oasis Wealth Planning Advisors Tampa FL 8565 W Linebaugh Ave,julie.lawrence@oasiswealthplanning.com,,Salesforce
11206042,Inactive Investor,William Franklin,,LPL Financial LLC Hunt Valley MD 11019 McCormick Rd,william.franklin@lpl.com,,Salesforce
11022939,Inactive Investor,Chrissy Degnan,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11162910,Inactive Investor,Michael Booth,,"Ameritas Investment Company, LLC Omaha NE 440 Regency Pkwy Dr",michael.booth@ameritas.com,,Salesforce
11211238,Inactive Investor,David Jonas,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 150 California St",david.jonas@wellsfargoadvisors.com,,Salesforce
10359906,,ludovic chervaux,,,lchervaux@kramerlevin.com,,Web Form Fillout
10804369,Inactive Investor,Andrew Beresford,Board of Managers;Member;President;Wealth Manager,Manchester Capital Management LLC Charlottesville VA 123 W Main St,,,Salesforce
11064162,Inactive Investor,Roderick Macdonald,Managing Director;Senior Wealth Advisor,"The Colony Group, LLC",rodmacdonald@thecolonygroup.com,,Salesforce
9577709,,Doug t,,,dougfresh6@yahoo.com,,List import
11223028,,Tami Mayers,,,tami@aisplanning.com,,List Import
11153280,Inactive Investor,Gregory Kraemer,Senior Financial Associate,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",greg.kraemer@rbc.com,,Salesforce
11056507,Inactive Investor,Shelly Lahay,,PFS Investments Inc. Gainesville GA 6354 J F Jay Rd,slahay@primerica.com,,Salesforce
10908381,Inactive Investor,Brett McGee,,"American Fidelity Securities, Inc.",brett.mcgee@af-group.com,,Salesforce
11054576,Inactive Investor,Maurice Delahoussaye,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,maurice.delahoussaye@morganstanley.com,,Salesforce
371498,,Bob Ang,,[Unknown],bobangonline@gmail.com,,Salesforce
10867277,Inactive Investor,Renee Friscia,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10963714,Inactive Investor,Christina Elin-Rogers,,The Huntington Investment Company Hilliard OH 3650 Fishinger Blvd,christina.elin-rogers@huntington.com,,Salesforce
10911110,Inactive Investor,Alisha Bhardwaj,,Trillium Investments,alisha@trilliuminvestments.com,,Salesforce
10990862,Inactive Investor,Christina Demaio,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,cdemaio@lincolninvestment.com,,Salesforce
10796735,Inactive Investor,Christina Smith,,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",christina.camp@wellsfargoadvisors.com,,Salesforce
11091478,Inactive Investor,Marianne Depetris,Financial Advisor,"Wells Fargo Clearing Services, LLC Napa CA 1455 1st St",marianne.depetris@wellsfargoadvisors.com,,Salesforce
332759,,Paul Ohanian,"Founder, Chief Compliance Officer, Chief Executive Officer","Scottsdale Wealth Planning, Inc.",pohanian@scottsdalewealthplanning.com,480-550-8555,Manual List Upload
238837,,natallia@natalan.com Hunik,,[Unknown],natallia@natalan.com,,
10954619,Inactive Investor,Fernando Tenorio,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11211868,Inactive Investor,Brenda Ward,Financial Planning Specialist;Practice Manager,"Ameriprise Financial Services, LLC Northfield MN 105 5th St E",brenda.k.ward@ampf.com,,Salesforce
9557931,,Daniel Dopp,,,daniel.j.dopp@huntington.com,,List import
9585887,,Brian Scott,,,b.scott@fi.com,,List import
10978780,Inactive Investor,Arron Cramer,Wealth Manager,"Uncommon Wealth Partners, LLC",arron@uncommonwealth.com,,Salesforce
9636489,,Walter Garger,,,wgarger@hartfordfunds.com,,List import
9616856,,John Bresemann,,,johnbre@outlook.com,,List import
10317372,,Oriol Tapias,,,oriol.tapias@gmail.com,,Web form fillout
10884171,Inactive Investor,Margaret Heydorn,Founding Partner,Heydorn Stone Capital Management LLC,margaret@heydorncapital.com,,Salesforce
10656832,,James Wasmundt,,,james.m.wasmundt@mwarep.org,,List Import
9582547,,Robert McGee,,,rmcgee@massmutual.com,,List import
211143,,Marcelo Lima,Managing Partner,"Heller House Opportunity Fund, L.P.",marcelo@hellerhs.com,1-305-854-0675,Initial Salesforce Import
10636081,,Edward Belsey,,,read@unitingcapital.com,,Web Form Fillout
346553,,Philip Rabinovich,Managing Member,Rmr Wealth Management,prabinovich@rmrwm.com,212-785-4377,Manual List Upload
219044,,Laura Stephens,,[Unknown],leigh.stephens67@yahoo.com,,
9614921,,Kishan Patel,,,kgpatel@msn.com,,List import
11073193,Inactive Investor,Nace Nickel,President,"Nickel Investment Advisors, Inc.",nace@nickelinvest.com,,Salesforce
10856189,Inactive Investor,Virginia Weavers,,LPL Financial LLC Jefferson City MO 510 Jefferson St,virginia.weavers@lpl.com,,Salesforce
9577440,,info@yournewsecretweapon.com C.,,,info@yournewsecretweapon.com,,List import
10961252,Inactive Investor,Samuel Szumita,,Fidelity Brokerage Services LLC,,,Salesforce
10964418,Inactive Investor,Joseph Mansoor,,"Cadaret, Grant & Co., Inc. Franklin MI 32600 Telegraph Rd",,,Salesforce
10981963,Inactive Investor,Sarah Torres,,"Wells Fargo Clearing Services, LLC Stockton CA 3121 W March Ln",sarah.torres@wellsfargoadvisors.com,,Salesforce
10844808,Inactive Investor,Teresa McLaughlin Bass,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Walton Beach FL 45 Eglin Pkwy NE",tess.mclaughlin@ml.com,,Salesforce
10884041,Inactive Investor,William Shorthill,Advisor,"Beacon Hill Investment Advisory, LLC",,,Salesforce
9542536,,Francesc Zafon,,,francesczafonurrios@gmail.com,,List import
11097187,Inactive Investor,Robert Boone,Financial Advisor,Thrivent Investment Management Inc. Overland Park KS 7270 W 98th Ter,robert.boone@thrivent.com,,Salesforce
9641728,,Michael Fisher,,,fishmic@comcast.net,,List import
10888442,Inactive Investor,Mark Valentine,,LPL Financial LLC Tucson AZ 7374 N la Cholla Blvd,mark.valentine@lpl.com,,Salesforce
10867196,Inactive Investor,Andrew Lewis,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
4560221,,Michael Wren,,,wrenm576@gmail.con,14237551404,Web form fillout
9597395,,Zhanping Wu,,,zwu@vivocapital.com,,List import
11120876,Inactive Investor,Robert Wilson,,"Hornor, Townsend & Kent, LLC Cincinnati OH Private Residence",rwilson@htk.com,,Salesforce
9565995,,Robert Dufour,,,rdufour@sagepointadvisor.com,,List import
11209388,Inactive Investor,Brady Wiebe,Financial Advisor,Edward Jones Madison SD 423 NW 2nd St,brady.wiebe@edwardjones.com,,Salesforce
9611705,,David Lancor,,,davidlancor30@gmail.com,,List import
10808543,Inactive Investor,Marc Wagner,Chief Financial Officer;Partner,Octavia Wealth Advisors LLC,mwagner@octaviawa.com,,Salesforce
9643228,,harry b,,,harrymayfair72@gmail.com,,List import
11142618,Inactive Investor,Jeffrey Garton,Financial Planner,"Osaic FS, Inc. McKinney TX 6401 Eldorado Pkwy",,,Salesforce
9584245,,Roger Cross,,,roger@harlowwealth.com,,List import
11260303,Inactive Investor,Carter Torrey,,"Horace Mann Investors, Inc. Bristol NH 5 Pleasant St",,,Salesforce
11115141,Inactive Investor,Michael Triebwasser,,"Cadaret, Grant & Co., Inc. Melville NY Private Residence",mtriebwasser@ae.cadaretgrant.com,,Salesforce
11119807,Inactive Investor,Ruth Sliviak,,"Grove Point Investments, LLC Reisterstown MD 4 Glyndon Dr",rsliviak@hbeckinc.com,,Salesforce
10842322,Inactive Investor,Susan Johnson,,Mutual of America Securities LLC Garden City NY 900 Stewart Ave,susan.johnson@mutualofamerica.com,,Salesforce
11041672,Inactive Investor,John Geist,Managing Director - Wealth Management;Senior Portfolio Manager;Wealth Advisor,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,john.geist@ubs.com,,Salesforce
82334,,Ignacio Tejera,Financial Advisor,"SunTrust Advisory Services, Inc.",ignacio.tejera@suntrust.com,305-789-7378,
10986305,Inactive Investor,Dylan Bischoff,,Key Investment Services LLC Ballston Spa NY 507 State Rte 67,dylan.bischoff@key.com,,Salesforce
9620751,,Jerry Gan,,,chgan_1@yahoo.com,,List import
352882,,Jorge Alvarez-Cascos Bagge,Senior Vicepresident,Casa de Campo Real Estate,jcascos@casadecampore.com,,Event
10784143,Inactive Investor,Steve Johnson,,"Hornor, Townsend & Kent, LLC Carlton OR Private Residence",sjohnson@htk.com,,Salesforce
10761357,Inactive Investor,Charlie Saman,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Senior Portfolio Manager;,Morgan Stanley Houston TX 717 Texas St,charlie.r.saman@morganstanley.com,,Salesforce
352022,,Howard Styron,,"Phillips Capital Advisors, Inc.",hstyron@bancfirst.com,405-943-9433,Manual List Upload
11126453,Inactive Investor,John Gondolfo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",john.gondolfo@ml.com,,Salesforce
10878237,Inactive Investor,Kevin Keller,Investment Advisor Representative,"Delta Investment Management, LLC Charlotte NC Private Residence",kevin@deltaim.com,,Salesforce
10818293,Inactive Investor,Keith Bandettini,,"SCF Securities, Inc. Beaverton OR 1905 NW 169th Pl",,,Salesforce
9559843,,Robert Sabia,,,robert.sabia1@gmail.com,,List import
10858050,Inactive Investor,Stacy Auman,Director,"First National Advisers, LLC",,,Salesforce
10487771,,Charmagne Darabadey,Chief Compliance Officer,Hodges Capital Management Inc,cdarabadey@hodgescapital.com,,List Import
10799098,Inactive Investor,Michael Broderick,Vice President,PFS Investments Inc. Brick NJ 74 Brick Blvd,michael.broderick@primerica.com,,Salesforce
10479936,,HAIFONG WONG,,,haifong747@gmail.com,,Web Form Fillout
10935044,Inactive Investor,Lewie Soaivan,Vice President,PFS Investments Inc. Oakland NJ 48 Spruce St,lsoaivan@primerica.com,,Salesforce
11204923,Inactive Investor,James Kemp,Financial Advisor,"Wells Fargo Clearing Services, LLC San Clemente CA 638 Camino De Los Mares",james.m.kemp@wellsfargo.com,,Salesforce
10914508,Inactive Investor,Kelton Clark,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,,,Salesforce
10946509,Inactive Investor,Jason Wilson,,SECU Brokerage Services Beaufort NC 1900 Live Oak St,jason.wilson@ncsecu.org,,Salesforce
334962,,Theodore Christianson,Chief Executive Officer,Psc Capital Partners Llc,tchristianson@piperjaffray.com,612-303-6000,Manual List Upload
11032482,Inactive Investor,Catherine Muturi,,"Principal Securities, Inc.",,,Salesforce
9543055,,jisoo kim,,,jisoo9478@naver.com,,List import
10815233,Inactive Investor,Edward Cheek,Financial Advisor,"Wells Fargo Clearing Services, LLC Midland TX 4307 N Midland Dr",edward.cheek@wellsfargo.com,,Salesforce
10658182,,Glenn Compton,,,glenn.m.compton@citi.com,,List Import
11221338,,Mark Grande,,,mgrande@firstrepublic.com,,List Import
9641486,,Gary Wakinshaw,,,gary.wakinshaw@gmail.com,,List import
10786107,Inactive Investor,Cindy Outlaw-Johnson,Senior Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",cindy.outlaw-johnson@wfadvisors.com,,Salesforce
11017003,Inactive Investor,Matthew Mabbitt,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
10822547,Inactive Investor,Angelo Loumbas,,Morgan Stanley,angelo.loumbas@morganstanley.com,,Salesforce
10888794,Inactive Investor,Douglas Baylor,,"Raymond James Financial Services, Inc. Coshocton OH 200 Main St",douglas.baylor@raymondjames.com,,Salesforce
11178250,Inactive Investor,Kenneth Nemery,,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2385 NW Executive Center Dr",kenneth.nemery@wellsfargoadvisors.com,,Salesforce
11067344,Inactive Investor,Heidi Margaret Herrera-Segovia,,"Transamerica Financial Advisors, Inc Elk Grove CA 3125 Dwight Rd",heidi.herrera@tfaconnect.com,,Salesforce
10871137,Inactive Investor,Clark Stanfill,Financial Advisor,Edward Jones Evansville IN 12251 Hwy 41 N,clark.stanfill@edwardjones.com,,Salesforce
11026660,Inactive Investor,Michael Todd,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Lincoln NE 8555 Executive Woods Dr",toddm@stifel.com,,Salesforce
11064157,Inactive Investor,Winston Chen,Chief Compliance Officer;Managing Member;Principal,Westlake Wealth Management LLC,,,Salesforce
10647755,,Charles Copeland,,,barry@cfsadvisors.com,,List import
10835874,Inactive Investor,Matthew Tashjian,Senior Vice President,UBS Financial Services Inc. Woodstock VT Private Residence,matthew.tashjian@ubs.com,,Salesforce
9555950,,Nebojsa Obradovic,,,neb@cormorant-asset.com,,List import
10872377,Inactive Investor,James Daly,,Morgan Stanley,,,Salesforce
11062688,Inactive Investor,Lawrence Hau,Financial Advisor,"Wells Fargo Clearing Services, LLC Morris Plains NJ 1689 State Rte 10",lawrence.hau@wellsfargo.com,,Salesforce
10898792,Inactive Investor,Yuju Hsiung,,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",yuju.hsiung@tfaconnect.com,,Salesforce
10936528,Inactive Investor,Roy Larsen,Chief Compliance Officer;Managing Member;President,"Larsen Wealth Management, LLC",,,Salesforce
11158004,Inactive Investor,John Bare,Associate Financial Advisor,"Ameriprise Financial Services, LLC Saint Joseph MI 505 Pleasant St",john.bare@ampf.com,,Salesforce
11217292,,Emmett Licastri,,,emmett.licastri@equitable.com,,Other
11039138,Inactive Investor,Talana Bradley,,PFS Investments Inc. New York NY 1430 Broadway,talana.bradley@primerica.com,,Salesforce
11107926,Inactive Investor,Arturo Aupont,Client Associate;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",arturo.aupont@ml.com,,Salesforce
10928612,Inactive Investor,Terry Grimm,,"FBL Marketing Services, LLC Norwalk IA 9100 SW 9th St",terry.grimm@fblfinancial.com,,Salesforce
11114281,Inactive Investor,Matthew Revel,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,mrevel@primerica.com,,Salesforce
10797353,Inactive Investor,David Oldham,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Princeton IN 707 Vail St,doldham@rwbaird.com,,Salesforce
11003842,Inactive Investor,Conrad Neumann,,Thrivent Investment Management Inc. Bothell WA 15117 Main St,conrad.neumann@thrivent.com,,Salesforce
10658784,,Nancy Ambrose,,,nancy.ambrose@wellsfargoadvisors.com,,List Import
11198540,Inactive Investor,Tawanna Mcpherson,,NYLIFE Securities LLC New York NY 285 Fulton St,tlmcpherson@ft.newyorklife.com,,Salesforce
11164684,Inactive Investor,Daniel Liffman,Portfolio Strategist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
9578254,,Lee Hughes,,,rhythmofthecosmos@gmail.com,,List import
10486631,,Duane Bogie,"Financial Advisor, Senior Financial Advisor","Wells Fargo Clearing Services, LLC",scott.bogie@wellsfargo.com,,List Import
10897850,Inactive Investor,Marta Soltys,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",marta.soltys@ml.com,,Salesforce
240352,,Susan malijewski,,[Unknown],smalijewski@gmail.com,,Direct
10662232,,Ashley Bebeau,,,abebeau@stratwealth.com,,List Import
10863327,Inactive Investor,Gordon Voorhees,,Cetera Financial Specialists LLC Paramus NJ Private Residence,gordon.voorhees@ceterafs.com,,Salesforce
10847271,Inactive Investor,Alex Lukoff,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Placentia CA 160 E Yorba Linda Blvd",alex.lukoff@ml.com,,Salesforce
9541804,,Michael Woods,,,mwoods@stratoswealthpartners.com,,List import
11124489,Inactive Investor,Blake Hancock,,"Allstate Financial Services, LLC Ogden UT 1920 W 250 N",blakehancock@allstate.com,,Salesforce
10922101,Inactive Investor,Colin Leavey,Client Service Associate,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",colin.leavey@raymondjames.com,,Salesforce
11174751,Inactive Investor,Betsy Rush,Financial Advisor,Edward Jones Palmyra MO 315 S Main St,betsy.rush@edwardjones.com,,Salesforce
230896,, -,,[[Unknown]],jessbower@gmail.com,,Organic Search
11084464,Inactive Investor,James Still,President,"Jasi Financial, Inc.",randy@jasifinancial.com,,Salesforce
11164212,Inactive Investor,Gabriella Sessa,,LPL Financial LLC Staten Island NY 6420 Amboy Rd,gabriella.sessa@lpl.com,,Salesforce
11180291,Inactive Investor,Kristin Wright,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kristin.wright@fmr.com,,Salesforce
11173186,Inactive Investor,Thomas Braly,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC New Orleans LA 1100 Poydras St",thomas.c.braly@ampf.com,,Salesforce
11162400,Inactive Investor,Elizabeth Biava,Assistant Vice President;Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10811113,Inactive Investor,Gary Corson,,"Wells Fargo Clearing Services, LLC Dallas GA 103 Thomas B Murphy Dr",gary.corson@wellsfargoadvisors.com,,Salesforce
9562196,,Young-Min Cho,,,ymcho2013@gmail.com,,List import
11202205,Inactive Investor,Kevin Glynn,Investment Advisor Representative,Northwest Asset Management Liberty Lake WA Private Residence,kevin.glynn@nwasset.com,,Salesforce
11126210,Inactive Investor,Ronald Thurman,,Edward Jones Gulf Breeze FL 3686 Gulf Breeze Pkwy,,,Salesforce
10987371,Inactive Investor,Tiffany Chen,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,,,Salesforce
10898144,Inactive Investor,Rose Ellisor,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",rose.ellisor@ampf.com,,Salesforce
11165624,Inactive Investor,Robert Russell,,"Nations Financial Group, Inc. Naples FL 4524 Silver Fox Dr",rrussell@nationsfg.com,,Salesforce
10760641,Inactive Investor,May Park,,Goldman Sachs & Co.,may.chen@gs.com,,Salesforce
11196121,Inactive Investor,Brooke Angelovich,Associate Wealth Advisor,LPL Financial LLC Saint George UT 883 N 3050 E,brooke.angelovich@lpl.com,,Salesforce
9611074,,Jim Pagliaroli,,,nyautd@aol.com,,List import
10657194,,Robert Dalaskey,,,rob.dalaskey@nm.com,,List Import
11050053,Inactive Investor,Edward Connolly,Financial Advisor;Portfolio Manager,Essex LLC,,,Salesforce
10945012,Inactive Investor,John-Paul Paradis,,Fidelity Brokerage Services LLC,,,Salesforce
11218428,,Saara Sondej,,,saara.sondej@jpmorgan.com,,List Import
242752,,Valerie Halter,Co-founderCOO,[Unknown],valerie.halter@curioinvest.com,41796228184,Database Upload
11159116,Inactive Investor,Robert Hester,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",robert.hester@raymondjames.com,,Salesforce
9633793,,Christian Sanders,,,ufchristian@hotmail.com,,List import
9601801,,Leo Wendling,,,leo.wendling@rothschildandco.com,,List import
10806137,Inactive Investor,Zachary Pyles,Financial Advisor,Edward Jones Spring TX 2203 Timberloch Pl,zac.pyles@edwardjones.com,,Salesforce
9544214,,Nate Garr,,,nathan.garr@gmail.com,,List import
9645007,,Orlena Robertson,,,orlenanichol@gmail.com,,List import
10833015,Inactive Investor,Jayakumar Muthukamatchi,Chief Compliance Officer;Investment Advisor Representative;Managing Member,LL Investments Group LLC,,,Salesforce
10776726,Inactive Investor,Craig Cole,,LPL Financial LLC Tucson AZ 11391 N Palmetto Dunes Ave,craig.cole@lpl.com,,Salesforce
11135309,Inactive Investor,Jonathan Ezra,Senior Trader,"Tamar Securities, LLC",jonathan@tamarsecurities.com,,Salesforce
11165087,Inactive Investor,Kierson Madding,,LPL Financial LLC Birmingham AL 2201 Providence Park,,,Salesforce
11039909,Inactive Investor,Lawrence Mentkowski,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",lawrence.mentkowski@equitable.com,,Salesforce
11238246,Inactive Investor,Mark Gooding,,PUBLIC RESOURCES ADVISORY GROUP,mgooding@pragny.com,,Salesforce
11147065,Inactive Investor,Tina Hum,Registered Principal,LPL Financial LLC Newport Beach CA 895 Dove St,tina.hum@lpl.com,,Salesforce
221973,,Marc-Lee Williams,,[Unknown],marc-lee40@hotmail.com,,
9579534,,Steve Cardinal,,,scardinal@cerespartners.com,,List import
9629924,,CLAUDE ARNELL MILHOUSE,,,arnell@careerdevs.com,,List import
11148452,Inactive Investor,Philip Newton,,"Allstate Financial Services, LLC Cheshire CT 629 S Main St",philipnewton@allstate.com,,Salesforce
9556894,,Jeffrey Repasky,,,jeffrey.repasky@suntrust.com,,List import
11181620,Inactive Investor,Darby South,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
10768732,Inactive Investor,George Zogzas,,"Wells Fargo Clearing Services, LLC",george.zogzas@wellsfargoadvisors.com,,Salesforce
10879116,Inactive Investor,Aneet Deshpande,Chief Investment Officer,"Clearstead, Hartland & Co,. LLC",adeshpande@clearstead.com,,Salesforce
10655852,,Andika Pratama,,,ndypratama054@gmail.com,,Web Form Fillout
11075102,Inactive Investor,Gregory Tarr,Financial Advisor;Registered Principal,LPL Financial LLC Romeo MI 167 S Main St,gregory.tarr@lpl.com,,Salesforce
11055763,Inactive Investor,Gerald McCabe,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,jerry.mccabe@morganstanley.com,,Salesforce
11095165,Inactive Investor,Jeffrey Gerber,,Lombard Securities Incorporated Dallas TX 5005 Lyndon B Johnson Fwy,jgerber@golombard.com,,Salesforce
10927263,Inactive Investor,Matthew Halverson,Associate,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9556342,,fitch Carrere,,,jfitchc@gmail.com,,List import
11177275,Inactive Investor,Jacob Heck,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.heck@fmr.com,,Salesforce
10647985,,Andrew Weinberg,,,andrew.weinberg@fmr.com,,List Import
10988814,Inactive Investor,Austen Hill,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9632333,,Ravi Anaparti,,,ranaparti@yahoo.com,,List import
9621325,,Chuck Kelly,,,chuckekelly@gmail.com,,List import
10753728,Inactive Investor,Gregory Wilson,Principal,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",gregory.wilson@equitable.com,,Salesforce
11140049,Inactive Investor,Keisha Joseph-Brister,,PFS Investments Inc. New Rochelle NY 466 Main St,kbrister@primerica.com,,Salesforce
10815817,Inactive Investor,John Rutledge,,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,john.rutledge@hilltopsecurities.com,,Salesforce
11135423,Inactive Investor,Shaun Cullinan,,Goldman Sachs & Co.,shaun.cullinan@gs.com,,Salesforce
9601032,,Elisabeth Salvi,,,esalvi@flputnam.com,,List import
11030273,Inactive Investor,Andre Acham,,Morgan Stanley,,,Salesforce
11183277,Inactive Investor,Eric Reed,,"MML Investors Services, LLC McKinney TX 300 E Davis St",,,Salesforce
1006272,Inactive Investor,Adrian Eidelman,,IOVLabs,adrian@iovlabs.org,,
10869613,Inactive Investor,Andrew Perceleanu,,Citigroup Global Markets Inc. Thousand Oaks CA 33 N Moorpark Rd,andrew.perceleanu@citi.com,,Salesforce
11187245,Inactive Investor,Adam Mcdonald,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,adam.mcdonald.u7nb@statefarm.com,,Salesforce
4686070,,Guille Cedaro,,,gcedaro@gmail.com,,Web Form Fillout
11016482,Inactive Investor,Ryan Macdonell,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",,,Salesforce
10770474,Inactive Investor,Robert Villanova,Financial Advisor,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,robert.villanova@lpl.com,,Salesforce
10948918,Inactive Investor,Wesley Munn,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,,,Salesforce
11124497,Inactive Investor,Brandon Vanderbeck,,"Allstate Financial Services, LLC Ronkonkoma NY 700 Union Pkwy",brandonvanderbeck@allstate.com,,Salesforce
10766144,Inactive Investor,Theodore Webster,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Boston MA 1 Post Office Sq,theodore.webster@ubs.com,,Salesforce
10825666,Inactive Investor,Carlos Rubio,Financial Advisor,LPL Financial LLC Houston TX 9525 Katy Fwy,carlos.rubio@lpl.com,,Salesforce
10805035,Inactive Investor,Jaclyn Evavold,,Cetera Financial Specialists LLC Saint Cloud MN Private Residence,jackie.evavold@ceterafs.com,,Salesforce
11202917,Inactive Investor,Catherine Watson,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,watson.chaterinegallien@primerica.com,,Salesforce
10787789,Inactive Investor,Sara Schupp,Branch Manager,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",sara.schupp@raymondjames.com,,Salesforce
10801158,Inactive Investor,Bryce Danley,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 1200 Summit Ave",bryce.r.danley@ampf.com,,Salesforce
10849438,Inactive Investor,Karen Lind,,LPL Financial LLC Grand Rapids MN 504 NW 1st Ave,,,Salesforce
208988,,Carlos Escobar,Financial Associate,Thrivent Investment Management Inc.,tony.escobar@thrivent.com,773-377-8174,
10997307,Inactive Investor,Kevin Hatten,,Vanguard Marketing Corporation,kevin_hatten@vanguard.com,,Salesforce
11146836,Inactive Investor,Scott Cunningham,,"Wells Fargo Advisors Financial Network, LLC Midvale UT 6985 S Union Park Ctr",scott.cunningham@wfadvisors.com,,Salesforce
11259122,,Matthew Cullen,,,mcullen@investaca.com,,Web Form Fillout
11184017,Inactive Investor,Roberto Delapaz,,PFS Investments Inc. Diamond Bar CA 20955 Pathfinder Rd,roberto.delapaz@primerica.com,,Salesforce
11228916,Inactive Investor,Zuleima Torres Flores,,J.P. Morgan Securities LLC Phoenix AZ 7022 N 7th St,zuleima.torres-flores@jpmorgan.com,,Salesforce
11211240,Inactive Investor,Jorge Cabrera,,"Wells Fargo Clearing Services, LLC Studio City CA 12251 Ventura Blvd",jorge.cabrera@wellsfargoadvisors.com,,Salesforce
10942234,Inactive Investor,Scott Keen,Financial Advisor,Edward Jones Cumming GA 407 E Maple St,scott.keen@edwardjones.com,,Salesforce
11210005,Inactive Investor,Markos Pappas,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 3605 Katy Fwy",markos.pappas@ampf.com,,Salesforce
9578393,,Brian Baker,,,bbaker@massmutual.com,,List import
240659,,Nothacker Brian,,Vanguard,brian_nothacker@vanguard.com,,Event
11057243,Inactive Investor,Phil Broderick,,"Mason Securities, Inc.",pbroderick@masoncompanies.com,,Salesforce
9590126,,Catherine Newcomb,,,cnewcomb@nicpartners.com,,List import
10930246,Inactive Investor,Brody Mulderig,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10872496,Inactive Investor,Frank Lauretti,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",frank.lauretti@ml.com,,Salesforce
10882433,Inactive Investor,Robert Gardner,,IP Financial Advisory Services LLC Greenville SC 33 Market Point Dr,rgardner@ipfinancialservicesllc.com,,Salesforce
344204,,Bill Wright,Senior Consultant With Asset Strategy Retirement Plan Consultants,"Asset Strategy Retirement Plan Consultants, Llc",wright@asrpc.com,717-602-1100,Manual List Upload
10850368,Inactive Investor,Anny Chien,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,annychien.team@fidelity.com,,Salesforce
9594395,,Elisa Fierro,,,e.fierro@themathergroup.com,,List import
10879219,Inactive Investor,Robert Thistlewaite,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. West Hartford CT 11 S Main St",,,Salesforce
10806579,Inactive Investor,Mark Wazevich,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",mark_wazevich@ml.com,,Salesforce
11178354,Inactive Investor,Joseph Elieson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10802622,Inactive Investor,Alice Olsen,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Denver CO 260 Josephine St",alie.olsen@ampf.com,,Salesforce
11021076,Inactive Investor,Vanessa Ollervides,,J.P. Morgan Securities LLC Lewisville TX 925 W Main St,,,Salesforce
11129460,Inactive Investor,Joseph Grappone,Financial Advisor;First Vice President;Investment Officer;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",mike.grappone@wellsfargoadvisors.com,,Salesforce
9590734,,Peter Bremberg,,,peter@quarrylp.com,,List import
11007552,Inactive Investor,Katerina Soto,,"Empower Financial Services, Inc Corona CA Private Residence",katerina.soto@empower.com,,Salesforce
211821,,Allison Not Provided,Professional Staff,House,allison.behuniak@mail.house.gov,,Manual List Upload
336618,,James Poindexter,Financial Manager,"Mcdermott Investment Advisors, Llc",jpoindexter@mcdermottadvisors.com,239-298-5263,Manual List Upload
11162163,Inactive Investor,Andrew Gaylord,,"Raymond James & Associates, Inc.",andrew.gaylord@raymondjames.com,,Salesforce
10949690,Inactive Investor,Lionel Lauture,,"First Palladium, LLC",,,Salesforce
10961087,Inactive Investor,Nicholas Romey,Chief Investment Officer,"ETF Portfolio Partners, Inc.",nicholas@etfportfoliopartners.com,,Salesforce
10849973,Inactive Investor,Michael Van Straaten,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MN 102 S Broadway",michael.c.vanstraaten@stifel.com,,Salesforce
9558795,,Akezyt Janedittakarn,,,akezyt@gmail.com,,List import
11040050,Inactive Investor,Michelle Cerna,,"Wells Fargo Clearing Services, LLC Peoria AZ 25175 N Lake Pleasant Pkwy",,,Salesforce
11010054,Inactive Investor,Cathy Duffy,,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
11134601,Inactive Investor,Shaun Lee,,"Isaak Bond Investments, Inc. Manhattan Beach CA 1219 Morningside Dr",shaun@isaakbond.com,,Salesforce
10808541,Inactive Investor,Charles Travis,Client Development Advisor;Senior Vice President,"Curi RMB Capital, LLC",ctravis@rmbcap.com,,Salesforce
10983090,Inactive Investor,Jonathan Jones,Team Leader,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",jon.jones@usbank.com,,Salesforce
11068389,Inactive Investor,Samuel Reilly,Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",samuel.reilly@equitable.com,,Salesforce
11170993,Inactive Investor,Nathan Wells,,Cetera Advisor Networks LLC Morrison IL 301 E Main St,nathan.wells@ceterawealth.com,,Salesforce
11167707,Inactive Investor,Mayra Ansaldi,Portfolio Associate;Senior Associate;Senior Client Service Associate,Morgan Stanley Boston MA 28 State St,mayra.ansaldi@morganstanley.com,,Salesforce
9542867,,Britton Meland,,,britton.meland@transamerica.com,,List import
11083357,Inactive Investor,John Vallentine,Financial Advisor,"Raymond James & Associates, Inc. Paradise Valley AZ 8501 N Scottsdale Rd",john.vallentine@raymondjames.com,,Salesforce
10813955,Inactive Investor,Kristella Day,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11116819,Inactive Investor,Steven Morris,,"Prospera Financial Services, Inc. Mt Pleasant SC Private Residence",steve.morris@prosperafinancial.com,,Salesforce
9632961,,Craig Morrison,,,cjm432@yahoo.com,,List import
11045620,Inactive Investor,Andrew Estreich,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",andrew.estreich@prudential.com,,Salesforce
11233314,Inactive Investor,Stephen Wills,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",stephen.wills@53.com,,Salesforce
9574993,,Ricardo Nazario,,,ricardo@tos-advisors.com,,List import
11075184,Inactive Investor,Brett Brenner,Senior Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",brett_brenner@ml.com,,Salesforce
144302,,Tebogo Tebogo,,United States,tbtebogo@charismadevelop.com,,
9647190,,edoardo bittasi,,,edomaicon@gmail.com,,List import
10933823,Inactive Investor,Julia Owens,,NYLIFE Securities LLC Marysville OH 333 S Main St,jkieffer@ft.newyorklife.com,,Salesforce
10910099,Inactive Investor,Benjamin Eichman,Financial Advisor,Oaktree Advisors LLC,,,Salesforce
11182526,Inactive Investor,Christopher Raddie,,"MML Investors Services, LLC San Jose CA 950 S Bascom Ave",craddie@financialguide.com,,Salesforce
11143600,Inactive Investor,Tricia Tripp,,"Raymond James Financial Services, Inc. Dickerson MD 16621 Comus Rd",tricia.tripp@raymondjames.com,,Salesforce
9645081,,Dimitri Koutsiaftis,,,57ofspades@gmail.com,,List import
10858496,Inactive Investor,David Harrington,Partner;Regulatory Contact;Wealth Advisor,Hillcrest Financial Group,david@hillcrestfinancialgroup.com,,Salesforce
9615528,,Thy-diep (Yip) Ta,,,yip@unit.network,,List import
11129697,Inactive Investor,Ryan Ortiz,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
9630853,,Markus Kramer,,,markus.kramer@credit-suisse.com,,List import
10874868,Inactive Investor,Sabrina Carlson,Financial Advisor,Edward Jones Flagstaff AZ 9 N Elden St,sabrina.carlson@edwardjones.com,,Salesforce
11147931,Inactive Investor,Amanda Ridgway,Assistant Vice President,Robert W. Baird & Co. Incorporated,aridgway@rwbaird.com,,Salesforce
11126758,Inactive Investor,Amber Deacon,,"First Citizens Investor Services, Inc. Evergreen CO Private Residence",amber.deacon@firstcitizens.com,,Salesforce
248770,,Deborah Revesz,Associate General Counsel,S&P Dow Jones Indices LLC,deborah.revesz@spglobal.com,(212) 438-3106,Manual List Upload
9587014,,Walter Todd,,,wtodd@greenwoodcapital.com,,List import
11199867,Inactive Investor,Michael Herek,Managing Member,Blue Capital,mike@bluecapitalwealth.com,,Salesforce
11150275,Inactive Investor,Conrad Austen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10773150,Inactive Investor,Kenneth Levene,Financial Advisor;Senior Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,kenneth.levene@morganstanley.com,,Salesforce
91169,,Todd Sheridan,Vice President,"David Vaughan Investments, Llc",tsheridan@dviinc.com,1-309-685-0033,Manual List Upload
10893691,Inactive Investor,Zachary Archambault,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Cranford NJ 184 N Ave E,zachary.archambault@thrivent.com,,Salesforce
10870495,Inactive Investor,Brandon Madison,Financial Advisor,Edward Jones Milford IA 2207 Okoboji Ave,brandon.madison@edwardjones.com,,Salesforce
11057950,Inactive Investor,Nicholas Reina,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,reina.nick.drt7@statefarm.com,,Salesforce
11034267,Inactive Investor,Killian Mccray,,"Northwestern Mutual Investment Services, LLC Tampa FL 8800 Grand Oak Cir",killian.mccray@nm.com,,Salesforce
10804458,Inactive Investor,Barry Krugliak,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",barry.krugliak@ml.com,,Salesforce
10897580,Inactive Investor,Ross Lawrence,,Cetera Advisor Networks LLC Nevada MO 225 W Austin Blvd,,,Salesforce
9552534,,Marsha Barta,,,marsha.barta@securitiesamerica.com,,List import
11075862,Inactive Investor,Michael Kopec,,NYLIFE Securities LLC,,,Salesforce
10980539,Inactive Investor,Sirus Turkzadeh,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",sirus.turkzadeh@rbc.com,,Salesforce
10862584,Inactive Investor,David Steenwinkel,,Evercore Group L.L.C.,,,Salesforce
10646631,,Rebecca Moreland,,,bmoreland@rwbaird.com,,List Import
335528,,Robert Schulte,Member,"Claris Advisors, Llc",rschulte@amdfs.com,314-655-5504,Manual List Upload
11013891,Inactive Investor,D'Narrious Bell,,J.P. Morgan Securities LLC Acworth GA 3350 Cobb Pkwy NW,,,Salesforce
10996341,Inactive Investor,Jason Buford,Financial Advisor;Vice President,"UMB Financial Services, Inc. Kansas City MO 1010 Grand Blvd",,,Salesforce
9560642,,Douglas Vanderstelt,,,dvanderstelt@sigmarep.com,,List import
209515,,Chris Pollard,,Unorganized,chrisp123@protonmail.com,7194194750,Web Form
10894521,Inactive Investor,Glenn Moyer,,LPL Financial LLC Abbeville SC Private Residence,braxton.moyer@lpl.com,,Salesforce
121124,,ADAM TESANOVICH,COO,EAGLE GROUP,atesanovich@eaglegroupco.com,2817945386,
10792339,Inactive Investor,Richard Mayer,Director;President,Ridge Investment Advisors Barrington IL 257 E Main St,rmayer@ridgeinvestors.com,,Salesforce
11142201,Inactive Investor,Regina Tomek,Financial Advisor,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",regina.tomek@voyafa.com,,Salesforce
11221447,,Hayley Bates,,,hwood@seia.com,,List import
10817740,Inactive Investor,Malcolm Greenhill,President,Sterling Futures,malcolmg@sterling-futures.com,,Salesforce
10958995,Inactive Investor,Marshall Mclean,Investment Consultant,"Charles Schwab & Co., Inc. Naples FL 5295 Tamiami Trl N",,,Salesforce
11129414,Inactive Investor,James Pepe,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",james.pepe@wellsfargo.com,,Salesforce
11211448,Inactive Investor,Roger Gekiere,Financial Planner,"Osaic Wealth, Inc. Mount Vernon TX 110 Dallas St W",,,Salesforce
11018949,Inactive Investor,Emily Irwin,Managing Director,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 90 S 7th St",,,Salesforce
10879973,Inactive Investor,Angela Torres,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,angela.torres@fmr.com,,Salesforce
10698370,,Nam Tran,,,namtt.7@gmail.com,,Web Form Fillout
10881249,Inactive Investor,Charles Ambrose,,"Avantax Investment Services, Inc. Chagrin Falls OH 1188 Bell Rd",,,Salesforce
11182680,Inactive Investor,Joseph Oberschewen,Advisor,"NBC Securities, Inc. Summit NJ 18-22 Bank St",joberschewen@nbcsecurities.com,,Salesforce
10906328,Inactive Investor,Diane Turner,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,diane.turner@jpmorgan.com,,Salesforce
11064688,Inactive Investor,Dwane Waterbury,Financial Advisor,Edward Jones Waverly IA 1251 4th St SW,edwane.waterbury@edwardjones.com,,Salesforce
11073822,Inactive Investor,Guanhao Qiu,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10526516,,Keiko H,,,keikodwb@gmail.com,,Web Form Fillout
234515,, -,,[[Unknown]],469690266@qq.com,,
10771330,Inactive Investor,Lucas Pulscher,,"Northwestern Mutual Investment Services, LLC Rapid City SD 909 Saint Joseph St",luke.pulscher@nm.com,,Salesforce
338232,,Thomas Rogers,Owner,"Structured Wealth Management, Inc.",trogers@swmmail.com,419-517-1227,Manual List Upload
11094474,Inactive Investor,Stephen Jones,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,sjones@allianceg.com,,Salesforce
9586459,,Juan Lopez,,,lillyman01@yahoo.com,,List import
9570941,,Faisal Aziz,,,faisal.aziz88@gmail.com,,List import
11232451,Inactive Investor,Kyle Brown,,"Empower Financial Services, Inc",kyle.brown@empower.com,,Salesforce
10918093,Inactive Investor,Brandon Glasscock,Partner,"Concurrent Investment Advisors, LLC Houston TX 1512 Center St",,,Salesforce
10825100,Inactive Investor,Lianie McGowan,,Morgan Stanley Portland ME 100 Middle St,,,Salesforce
10789293,Inactive Investor,Ronald Pricenor,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Augustine FL 3750 A1A S",ronald.pricenor@ml.com,,Salesforce
10480215,,Jon-Eric Kronvall,,,eric@wealthinnovation.biz,,Web Form Fillout
11095392,Inactive Investor,Caren Williams,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Nashville TN 3102 West End Ave,caren.p.williams@morganstanley.com,,Salesforce
10752341,Inactive Investor,James Burden,Financial Advisor,LPL Financial LLC New Baltimore MI 51050 Washington St,james.burden@lpl.com,,Salesforce
11094705,Inactive Investor,Tonya Grant,,PFS Investments Inc. Wixom MI 28221 Beck Rd,tonyaleegrant@primerica.com,,Salesforce
10795454,Inactive Investor,Chia-Hsin Chen,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",jess_chen@ml.com,,Salesforce
10945775,Inactive Investor,Deion Hardy,,Edward Jones San Antonio TX 9311 San Pedro Ave,,,Salesforce
10822086,Inactive Investor,Jacob Marxhausen,Client Service Representative,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10506148,,Robert Hurley,Owner,Private,bob@rghurley.com,973-227-6006,List import
10940027,Inactive Investor,Joseph Wood,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10604286,,Sandra Solis,Financial Advisor,First Liberty Bank,sandra.solis@ampf.com,936-336-6471,List Import
9547867,,sola MAMADELO,,,drmamadelo@gmail.com,,List import
10864964,Inactive Investor,John O'Brien,Financial Advisor,LPL Financial LLC Pacific Palisades CA 16044 Aiglon St,j.obrien@lpl.com,,Salesforce
10972435,Inactive Investor,Paul Fernandez,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,pfernandez@primerica.com,,Salesforce
11023214,Inactive Investor,Joseph Datte,,"Wells Fargo Advisors Financial Network, LLC Wayne PA 1200 Liberty Ridge Dr",,,Salesforce
11100952,Inactive Investor,Erin Brooks,Director,Morgan Stanley Pasadena CA 55 S Lake Ave,erin.brooks@morganstanley.com,,Salesforce
10903916,Inactive Investor,Jonathan Morton,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jonathan.morton@equitable.com,,Salesforce
10777645,Inactive Investor,Abryn Neal,Client Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,abryn.neal@morganstanley.com,,Salesforce
10964547,Inactive Investor,Gabriela Ballesteros,,"Wells Fargo Clearing Services, LLC San Marino CA 2355 Huntington Dr",gabriela.ballesteros@wellsfargo.com,,Salesforce
10996115,Inactive Investor,Startoria Stevens,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville FL 2850 NW 43rd St",startoria.stevens@ml.com,,Salesforce
9572834,,Sk Mohammed Ibrahim,,,sk.md.ibrahim@icloud.com,,List import
9586624,,Thoai Nguyen,,,nguyenduythoai18112001@gmail.com,,List import
336423,,Lee Hediger,Director,Provenance Wealth Advisors,lhediger@provwealth.com,954-712-8888,Manual List Upload
9633881,,Natanael Fraga,,,natanael_fraga@hotmail.com,,List import
10838002,Inactive Investor,Jared Nichols,,United Planners' Financial Services of America A Limited Partner Millville UT 380 E 3650 S,jnichols@unitedplanners.com,,Salesforce
349092,,Mark Anderson,Managing Director,Gtcr Llc,manderson@gtcr.com,312-382-2200,Manual List Upload
9621375,,Srikant Nandamuri,,,snandamuri@yahoo.com,,List import
11036062,Inactive Investor,Marice Nelson,,PFS Investments Inc. Monroe LA 1707 Shannon St,maricesnelson@primerica.com,,Salesforce
9561249,,Kimberly Dwyer,,,kim.dwyer@thrivent.com,,List import
9579848,,Rosemarie Ranzie,,,rranzie@stageharborfinancial.com,,List import
10799836,Inactive Investor,Nickolas Strain,Senior Wealth Advisor,Halbert Hargrove,nstrain@halberthargrove.com,,Salesforce
9642516,,EDISON CHOE,,,edisonchoe@gmail.com,,List import
10796450,Inactive Investor,Allen Loechner,,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",allen.loechner@wellsfargoadvisors.com,,Salesforce
11027236,Inactive Investor,Blair Wilding,Financial Consultant;Financial Professional,GWN Securities Inc. South Jordan UT 1268 W South Jordan Pkwy,bwilding@gwnsecurities.com,,Salesforce
11139837,Inactive Investor,Suzanne Wong,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11171065,Inactive Investor,Kyle Caid-Loos,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
10888049,Inactive Investor,Madison Sanchez,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9576111,,David Denna,,,david.denna@fidelity.com,,List import
10892152,Inactive Investor,Kevin Kerr,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9582234,,Eric Checketts,,,eric.checketts@fidelity.com,,List import
11163557,Inactive Investor,Alan Chapman,Financial Planner,LPL Financial LLC Merchantville NJ Private Residence,,,Salesforce
9587544,,Yingyu Counsell,,,yingyu.counsell@transamerica.com,,List import
11133606,Inactive Investor,Patti Hicks,,The Huntington Investment Company Okemos MI 5050 Marsh Rd,patti.a.hicks@huntington.com,,Salesforce
11002365,Inactive Investor,Angele Neska,,"Horace Mann Investors, Inc. Cold Spring MN 24 3rd Ave S",angele.neska@horacemann.com,,Salesforce
11040734,Inactive Investor,Brian Harris,Chief Compliance Officer;Chief Executive Officer;Managing Partner;Wealth Advisor,Strada Financial Group LLC,brian.harris@stradafg.com,,Salesforce
11177707,Inactive Investor,Jeffrey Scott,Financial Advisor,Edward Jones Smithfield VA 1807 S Church St,jeffrey.t.scott@edwardjones.com,,Salesforce
10799720,Inactive Investor,George Chardukian,,LPL Financial LLC Tucson AZ 1980 E River Rd,george.chardukian@lpl.com,,Salesforce
11044035,Inactive Investor,Elizabeth Reilly,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11115022,Inactive Investor,Charles Bradley,,"Carter, Terry & Company, Inc.",,,Salesforce
11222780,,Jared Harrington,,,jharrington@merceradvisors.com,,List Import
9644309,,?? ?,,,122749167@qq.com,,List import
11112856,Inactive Investor,John Demers,Financial Advisor;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Ormond Beach FL 1200 W Granada Blvd",john.demers@wellsfargo.com,,Salesforce
9632502,,ciera smith,,,cvsmith22@gmail.com,,List import
10784870,Inactive Investor,Lorenzo Smith,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lorenzo.smith@jpmorgan.com,,Salesforce
9596113,,Joshua Wyrosdic,,,joshua.wyrosdic@mail.mcgill.ca,,List import
10910051,Inactive Investor,Kyle Roulet,,"Raymond James Financial Services, Inc. Folsom CA 950 Iron Point Rd",,,Salesforce
10876258,Inactive Investor,Kalyn Walker,Vice President,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",kalyn.walker@raymondjames.com,,Salesforce
11058406,Inactive Investor,George Fiederlein,,B. Riley Wealth Management Mineola NY 181 E Jericho Tpke,gfiederlein@brileywealth.com,,Salesforce
9609405,,Dinu Chiriac,,,dinu88@gmail.com,,List import
11131596,Inactive Investor,Jon Aldrich,President;Regulatory Contact,Focus Financial Advisors,jon@focusfinancialadvisors.com,,Salesforce
10488905,,Belema Dyegh,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,belema.s.dyegh@chase.com,,List Import
10961352,Inactive Investor,Jose Armenta,Chief Compliance Officer;Founder,Create Your Path LLC Chula Vista CA 630 Myra Ave,,,Salesforce
11122420,Inactive Investor,Brooke Bradley,Financial Advisor,Edward Jones Coppell TX 870 S Denton Tap Rd,brooke.bradley@edwardjones.com,,Salesforce
10764627,Inactive Investor,Mona Wilson,Financial Advisor;Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,mona.wilson@morganstanley.com,,Salesforce
11208869,Inactive Investor,Mitchell Taylor,,"Farmers Financial Solutions, LLC Roseville CA 801 Riverside Ave",mtaylor2@farmersagent.com,,Salesforce
10890541,Inactive Investor,Jared Koch,Financial Advisor,Thrivent Investment Management Inc. Denison IA 20 N Main St,jared.koch@thrivent.com,,Salesforce
11021010,Inactive Investor,Farzaneh Haghoo,,J.P. Morgan Securities LLC Irvine CA 3978 Barranca Pkwy,farzaneh.haghoo@jpmorgan.com,,Salesforce
10836389,Inactive Investor,Kelly Wade,,"Parkland Securities, LLC Sandy UT 8160 S Highland Dr",kwade@parklandrep.com,,Salesforce
9568999,,Peter Stewart,,,peter@horizen.global,,List import
10752336,Inactive Investor,Neil Hughes,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 822 A1A N",neil.hughes@raymondjames.com,,Salesforce
11039402,Inactive Investor,Andrew Heinz,,"Allstate Financial Services, LLC Westfield NJ 502 E Broad St",andyheinz@allstate.com,,Salesforce
10634093,,Jesus Lopez,,,huncholopez54@gmail.com,,Web Form Fillout
10525203,,Nicola Bubola,,,nicola.bubola@diaman.partners,,Web Form Fillout
11028528,Inactive Investor,Dillan Walton,Financial Advisor,"Ameriprise Financial Services, LLC Midland MI 104 E Indian St",dillan.walton@ampf.com,,Salesforce
9596464,,Joe Roesler,,,joeroesler19@yahoo.com,,List import
11155314,Inactive Investor,James Minchello,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,james.minchello@jpmorgan.com,,Salesforce
10938156,Inactive Investor,Mark Toney,,"Raymond James & Associates, Inc. Virginia Beach VA Private Residence",mark.toney@raymondjames.com,,Salesforce
10928497,Inactive Investor,Kenneth Griffin,Financial Advisor,Edward Jones Canton OH 4942 Higbee Ave NW,kenneth.griffin@edwardjones.com,,Salesforce
348359,,Terence Moore,Portfolio Manager of Garrison Loan Management,Garrison Investment Group Lp,tmoore@garrisoninv.com,212-372-9500,Manual List Upload
9630757,,Jon Nykvist,,,jfnykvist@yahoo.com,,List import
10880423,Inactive Investor,Brandon Garrett,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Lexington KY 4192 Tates Creek Centre Dr,brandon.garrett@jpmorgan.com,,Salesforce
11143037,Inactive Investor,John Brey,Financial Professional,"Equitable Advisors, LLC Minneapolis MN 8441 Wayzata Blvd",john.brey@equitable.com,,Salesforce
9551770,,Michael Woods,,,mwoods@massmutual.com,,List import
11157393,Inactive Investor,Bryan Fuentes,,J.P. Morgan Securities LLC Bakersfield CA 2631 Oswell St,bryan.fuentes@chase.com,,Salesforce
332968,,Sean Neel,,Buttonwood Capital Management,neel@buttonwoodcm.com,,
9606541,,Lauis Enterprise,,,c19blockchain@gmail.com,,List import
9629620,,Bruno Azevedo de Paula Sena,,,bruno.a.sena@gmail.com,,List import
10939792,Inactive Investor,Sean Manley,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9632865,,Rolf Rolf Mertens,,,rolfdieter.mertens@gmail.com,,List import
11047892,Inactive Investor,Angelo Carcioppolo,Financial Planner,"MML Investors Services, LLC Twinsburg OH Private Residence",acarcioppolo@financialguide.com,,Salesforce
11148321,Inactive Investor,Christina Moultrie,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,cmoultrie@ft.newyorklife.com,,Salesforce
10901595,Inactive Investor,Chloe Mckenna,,Morgan Stanley Oakland CA 1999 Harrison St,,,Salesforce
10929041,Inactive Investor,John Hurt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11091352,Inactive Investor,Christopher Stevens,,UBS Financial Services Inc. Schaumburg IL Private Residence,,,Salesforce
10587316,,Tikh Molianov,,,statustex@gmail.com,,Web Form Fillout
11035062,Inactive Investor,April Coleman,,"OneAmerica Securities, Inc. Cantonment FL 3155 Gateway Ln",,,Salesforce
10951673,Inactive Investor,Anne Lezotte,Chief Compliance Officer;Office Manager,Patrick Financial Group LLC.,alezotte@patrickfinancialgroup.com,,Salesforce
11125814,Inactive Investor,Michael Rowley,,LPL Financial LLC Janesville WI 1 S Main St,michael.rowley@lpl.com,,Salesforce
9560597,,Scott Krzeminski,,,skrzeminski@williamblair.com,,List import
11101322,Inactive Investor,Erin Goss,Chief Operating Officer,"Blue Chip Partners, LLC",egoss@bluechippartners.com,,Salesforce
10792965,Inactive Investor,Julia Munchel,Senior Wealth Strategy Associate,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,julia.napolitano@ubs.com,,Salesforce
11070894,Inactive Investor,Mark Keating,Chief Investment Officer;Managing Partner;Partner;Senior Wealth Advisor,"Willow Creek Wealth Management, Inc.",mark@willowcreekwealth.com,,Salesforce
10952841,Inactive Investor,Jonathan Lucente,Investment Associate,Flagstar Advisors,jlucente@signatureny.com,,Salesforce
10807695,Inactive Investor,Proctor Blair,,"Northwestern Mutual Investment Services, LLC Paris KY 416 High St",proctor.blair@nm.com,,Salesforce
10927148,Inactive Investor,Ronald McLane,Investment Advisor Representative,"Centaurus Financial, Inc. San Antonio TX 16845 Blanco Rd",,,Salesforce
9607768,,Michael Lim,,,w2.onyx@gmail.com,,List import
11167642,Inactive Investor,Sean Kelley,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",sean.kelley@transamerica.com,,Salesforce
10864799,Inactive Investor,Brian Trainer,,Jefferies LLC,btrainer@jefferies.com,,Salesforce
10883713,Inactive Investor,Christopher Winkelmann,,State Farm VP Management Corp. Medina OH 2534 Medina Rd,,,Salesforce
9610537,,Nicole Sattinger,,,nicole.sattinger@altanawealth.com,,List import
9565544,,Walter Clark,,,walterclark@financialguide.com,,List import
11205327,Inactive Investor,Theresa Boulos,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",theresa_boulos@ml.com,,Salesforce
11048738,Inactive Investor,James Staples,Chairman;Chief Investment Officer,"Opus Financial Advisors, Inc.",,,Salesforce
11165744,Inactive Investor,Danielle Maio,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",danielle.maio@equitable.com,,Salesforce
9561071,,Gregory Brown,,,gbrown@gmail.com,,List import
9551236,,Thomas McCoy,,,tmccoy@financialguide.com,,List import
11170092,Inactive Investor,Zackary Siegrist,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,,,Salesforce
11177790,Inactive Investor,Randall Silvey,,Infinity Financial Services Lees Summit MO 405 SW Waterfall Ct,,,Salesforce
10939365,Inactive Investor,Spencer Luecke,Financial Advisor;Investment Advisor Representative,LPL Financial LLC La Salle IL 613 1st St,spencer.luecke@lpl.com,,Salesforce
11208556,Inactive Investor,Reynaldo Calvello,,Park Avenue Securities LLC King of Prussia PA 150 S Warner Rd,reynaldo_calvello@glic.com,,Salesforce
10947768,Inactive Investor,Lawrence Yan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10855035,Inactive Investor,Daniel Gut,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",daniel.gut@nm.com,,Salesforce
10865981,Inactive Investor,Philip Cooper,Advisor;Chief Executive Officer;Founder,210 Financial,,,Salesforce
11217341,,Robert Gutierrez,,,robert.gutierrez@equitable.com,,Other
9577363,,Breanne Romeo,,,breanne.romeo@53.com,,List import
10916219,Inactive Investor,Andrew Rose,Financial Advisor,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
10643970,,Margaret Jandris,,,peggy.jandris@morganstanley.com,,List Import
221116,,Daniel Diaz Cazorla,,[Unknown],ddc03765@gmail.com,,Direct
9643249,,Andrew Herriot,,,ah@monsas.co.uk,,List import
9638270,,Terry Marholz,,,tmarholz@css.edu,,List import
11216800,,Katherine Tierney,,,katherine.tierney@edwardjones.com,,List Import
10875257,Inactive Investor,Thomas Cunningham,,"Farmers Financial Solutions, LLC Chino CA 5663 Riverside Dr",tcunningham@farmersagent.com,,Salesforce
10907848,Inactive Investor,Nita Rieniets,Financial Advisor,LPL Financial LLC Gillette WY 319 S Gillette Ave,nita.rieniets@lpl.com,,Salesforce
11050385,Inactive Investor,Gregory Wheeldon,Chief Executive Officer;Co-Chief Investment Officer;General Partner,"Intelligent Investment Management, LLP",swheeldon@intelligentim.com,,Salesforce
10644929,,Jae Lee,,,jae.lee.bzle@statefarm.com,,List Import
11002977,Inactive Investor,Glenn Interiano,,J.P. Morgan Securities LLC Athens GA 296 W Broad St,glenn.interiano@jpmorgan.com,,Salesforce
9643495,,Richard Stanley,,,abcdenicola@aol.com,,List import
11130998,Inactive Investor,Abby Sturzenegger,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11157390,Inactive Investor,Jiaxing Ren,,J.P. Morgan Securities LLC San Jose CA 1499 Berryessa Rd,jiaxing.ren@chase.com,,Salesforce
10755633,Inactive Investor,John Abadiotakis,Financial Advisor,"Wells Fargo Clearing Services, LLC Edison NJ 1899 State Rte 27",john.abadiotakis@wellsfargo.com,,Salesforce
9579626,,John Boyd,,,jboyd@boydstrategy.com,,List import
10946738,Inactive Investor,Steven Jorgenson,Managing General Partner;Managing Member;Principal,Fifth Point Advisors LLC,,,Salesforce
11144451,Inactive Investor,Semhar Woldeslassie,,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",semhar.woldeslassie@wellsfargoadvisors.com,,Salesforce
9642034,,Edward Kalikow,,,atty24@aol.com,,List import
9566498,,Tom Fisher,,,tfisher@hbarnes40.com,,List import
9621401,,Keith Brougher,,,kbrougher@gmail.com,,List import
11097766,Inactive Investor,Richard Taylor,,"Capital Investment Group, Inc. Clarksville TN Private Residence",rtaylor@capital-invest.com,,Salesforce
11005021,Inactive Investor,Jen Chen,,"Fortune Securities, Inc.",,,Salesforce
9611670,,Khaos Prim,,,khaos.prim@gmail.com,,List import
10905660,Inactive Investor,Doug Jenkins,,"CapFinancial Securities, LLC. Leawood KS 4200 W 115th St",,,Salesforce
10833671,Inactive Investor,Joseph Hasson,Chief Compliance Officer;Owner,Joseph John Hasson Jr,,,Salesforce
9616553,,Reissu Maili,,,reissumaili92@gmail.com,,List import
10803851,Inactive Investor,Dustin Stanton,,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,,,Salesforce
9633302,,Sandro Cazorla,,,sandrocazorla67@gmail.com,,List import
3788609,,PANKAJ CHOUDHARY,,,rankj80@gmail.com,,Web Form Fillout
9643598,,Mark Nosan,,,marknosan@hotmail.com,,List import
10858858,Inactive Investor,Paul Zirakian,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Ocala FL 3201 SW 34th Ave",paul.d.zirakian@ampf.com,,Salesforce
11060175,Inactive Investor,Kevin Hislop,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kevin_hislop@vanguard.com,,Salesforce
10990605,Inactive Investor,Anthony Nebbia,Personal Banker,"Fifth Third Securities, Inc. Bonita Springs FL 12971 Bonita Beach Rd SE",anthony.nebbia@53.com,,Salesforce
11038017,Inactive Investor,Eamon Dworkin,Financial Advisor;First Vice President;Portfolio Manager;Vice President,Morgan Stanley New York NY 55 E 52nd St,eamon.dworkin@morganstanley.com,,Salesforce
10967188,Inactive Investor,Heather Bertel,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,heather.bertel@fmr.com,,Salesforce
11188146,Inactive Investor,Shawn McCormick,Senior Vice President;Wealth Advisor,Morgan Stanley West Hartford CT 433 S Main St,shawn.mccormick@morganstanley.com,,Salesforce
10835476,Inactive Investor,David Blomstrom,,B. Riley Wealth Management Spring TX 1780 Hughes Landing Blvd,dblomstrom@brileywealth.com,,Salesforce
11185267,Inactive Investor,Dawn Darrall,,"Wells Fargo Clearing Services, LLC Kilmarnock VA 201 N Main St",dawn.darrall@wellsfargoadvisors.com,,Salesforce
10647074,,Eric Hill,,,eric.hill@schwab.com,,List Import
10927029,Inactive Investor,James McKnight,,"Osaic Wealth, Inc. Glade Valley NC Private Residence",,,Salesforce
10913829,Inactive Investor,Joseph Vargin,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
10892905,Inactive Investor,Sammy Santacruz,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9626308,,eddy stwaerd,,,stwa1989@gmail.com,,List import
10770947,Inactive Investor,Blake Barnes,Financial Advisor,"Wells Fargo Clearing Services, LLC Corpus Christi TX 555 N Carancahua St",blake.barnes@wellsfargo.com,,Salesforce
10971458,Inactive Investor,Brady Lucyk,,Cetera Investment Services LLC Fort Wayne IN 10355 Dawsons Creek Blvd,,,Salesforce
11054279,Inactive Investor,Michael Kissi,Managing Director,Aegis Capital Corp.,mkissi@aegiscap.com,,Salesforce
10891571,Inactive Investor,Mark Young,Client Solutions Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9547184,,tom peckosh,,,tpeckosh@dubuquebank.com,,List import
10963636,Inactive Investor,Patcharanan Thongcharoen,Paraplanner,"Ameriprise Financial Services, LLC Bellevue WA 301 116th Ave SE",patcharanan.thongcharoen@ampf.com,,Salesforce
10977749,Inactive Investor,Mason Brown,Financial Advisor,LPL Financial LLC Greenville SC 300 N Main St,mason.brown@lpl.com,,Salesforce
9550785,,Linda Wallace,,,lwallace@massmutual.com,,List import
11118405,Inactive Investor,Kevin Engbers,,Cetera Advisor Networks LLC Sioux Falls SD 612 E Tan Tara Cir,,,Salesforce
10763248,Inactive Investor,Steven Golber,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",steve.golber@wellsfargoadvisors.com,,Salesforce
10839102,Inactive Investor,Mark Obrzut,First Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",mark.obrzut@raymondjames.com,,Salesforce
11134129,Inactive Investor,William Harris,Financial Advisor;Senior Investment Management Consultant;Vice President,Morgan Stanley Melbourne FL 8150 N Wickham Rd,william.harris@morganstanley.com,,Salesforce
11231919,Inactive Investor,Emma Filipancic,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11011530,Inactive Investor,Ryann Hays,,J.P. Morgan Securities LLC Portland OR 11686 SW Pacific Hwy,ryann.hays@jpmorgan.com,,Salesforce
9614711,,Richard Awai,,,r-awai@live.com,,List import
11234374,Inactive Investor,Katelyn Goodwin,Financial Advisor Associate,Morgan Stanley Newport RI 284 Bellevue Ave,,,Salesforce
10880551,Inactive Investor,Sanjeev Rao,Chief Compliance Officer;Managing Partner,Lavelle Capital,sanjeev@lavellecapital.com,,Salesforce
9550319,,Hans Ewert,,,hewert@alphacubedinvestments.com,,List import
10661884,,Megan Claucherty,,,megan.claucherty@kodaicapital.com,,List Import
10946725,Inactive Investor,Lisa Rastelli,,LPL Financial LLC Buffalo NY 428 Evans St,lisa.rastelli@lpl.com,,Salesforce
11103257,Inactive Investor,Joshua Torres,Financial Professional,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joshua.torres@schwab.com,,Salesforce
9594018,,Aaron Shafton,,,aaron@aaronshafton.com,,List import
10917810,Inactive Investor,Erik Teig,Financial Associate,Thrivent Investment Management Inc. Boise ID 913 W River St,erik.teig@thrivent.com,,Salesforce
10753408,Inactive Investor,David Lazar,,"Avantax Investment Services, Inc. Woodland Hills CA 21800 Oxnard St",,,Salesforce
10866625,Inactive Investor,Kevin Eidell,Financial Advisor,"Ameriprise Financial Services, LLC North Augusta SC Private Residence",kevin.eidell@ampf.com,,Salesforce
10891238,Inactive Investor,Joseph Willis,Financial Advisor,Edward Jones Columbia KY 326 Public Sq,joe.willis@edwardjones.com,,Salesforce
11119324,Inactive Investor,Troy Konzen,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
10752863,Inactive Investor,Jeffrey Burdick,Financial Advisor,Edward Jones Sturbridge MA 419 Main St,jeff.burdick@edwardjones.com,,Salesforce
9633416,,Kalpesh Bohara,,,kalbohara@gmail.com,,List import
6506,,GARY AURIVEL,,[[Unknown]],gary.aurivel@gmail.com,,Initial Salesforce Import
11078965,Inactive Investor,Ricky Jones,Senior Client Advisor;Senior Vice President,Arvest Wealth Management Bella Vista AR 1802 Forest Hills Dr,rjones@arvest.com,,Salesforce
9634753,,Daniel Schwartz,,,daniel.schwartz@insigneo.com,,List import
11038623,Inactive Investor,Gina Houser,Financial Consultant,"First Citizens Investor Services, Inc. Boonville NC 105 E Main St",gina.houser@firstcitizens.com,,Salesforce
10765252,Inactive Investor,Aret Gugin,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
10957224,Inactive Investor,Samantha Campagnano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",samantha.campagnano@ml.com,,Salesforce
10950209,Inactive Investor,Christine Briner,,PFS Investments Inc. Saint Louis MO 12166 Old Big Bend Rd,cbriner@primerica.com,,Salesforce
10927247,Inactive Investor,Micah Hurst,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9606985,,Sizwe Mchunu,,,mchunusizweh5@gmail.com,,List import
10922073,Inactive Investor,Heidi Bachor,,LPL Financial LLC Poughkeepsie NY 110 Main St,heidi.bachor@lpl.com,,Salesforce
10930736,Inactive Investor,William Slepcevich,,"Osaic Wealth, Inc. Naples FL 2375 Tamiami Trl N",,,Salesforce
10487459,,Richard Jones,,"Cambridge Investment Research Advisors, Inc.",ricky@financialreserve.com,,List Import
10868122,Inactive Investor,Jeremy Lau,Chief Executive Officer;Chief Investment Officer;President,Prudent Investors,jeremy@prudentnetwork.com,,Salesforce
10919834,Inactive Investor,Jordan Smith,Financial Advisor,Edward Jones Silver Spring MD 8630 Fenton St,,,Salesforce
9597163,,Curtis Hagner,,,chagner@financialengines.com,,List import
185870,,BHAVIN VAID,ASSOCIATE,10T FUND,bv@10tfund.com,6467096761,
10964909,Inactive Investor,Christopher Johnson,Associate,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,,,Salesforce
10869536,Inactive Investor,Christopher Owen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,chris.owen@fmr.com,,Salesforce
10998101,Inactive Investor,Taylor Robinson,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",taylor.t.robinson@nm.com,,Salesforce
11061150,Inactive Investor,Ronald Mabry,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",ronald_mabryjr@ml.com,,Salesforce
11039982,Inactive Investor,Rachelle Seals,,"Benjamin F. Edwards & Company, Inc.",rachelle.seals@benjaminfedwards.com,,Salesforce
10895553,Inactive Investor,Pamela Leyden,,"Ameriprise Financial Services, LLC Owatonna MN 1850 Austin Rd",pamela.leyden@ampf.com,,Salesforce
11012993,Inactive Investor,Oscar Pardo Jimenez,,J.P. Morgan Securities LLC New York NY 260 Columbus Ave,oscar.pardo-jimenez@jpmorgan.com,,Salesforce
10993309,Inactive Investor,Jacob Allen,Financial Advisor,The Huntington Investment Company Park Ridge IL 1 Devon Ave,jacob.allen@huntington.com,,Salesforce
340071,,Geoff Hall,Associate,"Ibn Financial Services, Inc",hallgeofft@aol.com,315-652-4426,Manual List Upload
339602,,Michael Stern,Vice President,"Seaport Capital, Llc",mstern@seaportcapital.com,212-847-8900,Manual List Upload
10911150,Inactive Investor,David Mastroianni,Portfolio Manager;Vice President;Wealth Advisor,RWA Wealth Partners,dmastroianni@rwawealth.com,,Salesforce
9595973,,Brian Delegan,,,bdelegan@gmail.com,,List import
11170453,Inactive Investor,Douglas Peacock,,"Investors Brokerage of Texas, Ltd.",dpeacock@investorsbrokerage.com,,Salesforce
10891343,Inactive Investor,Ayinde Ademola,,Goldman Sachs & Co.,,,Salesforce
9587546,,Stephen Reiches,,,stephen.reiches@rrcapital.com,,List import
7845,,Omkar Bhat,,[[Unknown]],omkar1496@gmail.com,,Direct
11079991,Inactive Investor,James Layden,Regional Director;Senior Vice President,D.A. Davidson & Co. Los Angeles CA 624 S Grand Ave,jlayden@dadco.com,,Salesforce
10912058,Inactive Investor,Gilbert Perez,,Cetera Investment Services LLC Fort Worth TX 100 Lexington St,,,Salesforce
11219927,,Patrick Mosman,,,pmosman@kennedycapital.com,,Other
10957235,Inactive Investor,Jared Tolzman,Financial Advisor,"Geneos Wealth Management, Inc. Scottsdale AZ 9917 E Bell Rd",,,Salesforce
11230482,Inactive Investor,Francisco Morales Sigala,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",francisco.morales.sigala@prudential.com,,Salesforce
11054376,Inactive Investor,Ryan Glover,Chief Investment Officer;Founding Partner,"Tarheel Advisors, LLC",ryan_glover@tarheeladvisors.com,,Salesforce
11212403,Inactive Investor,Bonnie Helvey,Financial Advisor,Edward Jones Ephrata WA 234 1st Ave NW,bonnie.clark@edwardjones.com,,Salesforce
11171425,Inactive Investor,Steven Scruggs,Chief Operations Officer;Director - Research;Portfolio Manager;Shareholder,Bragg Financial Advisors Inc,steve@braggfinancial.com,,Salesforce
9572057,,Ben Kim,,,bkim@johoman.com,,List import
11156830,Inactive Investor,Lawrence Russell,,LPL Financial LLC Fountain Valley CA 10061 Talbert Ave,lawrence.russell@lpl.com,,Salesforce
10804669,Inactive Investor,Donna Wilson,Regional Vice President,PFS Investments Inc. Omaha NE 10110 Nicholas St,donna.wilson@primerica.com,,Salesforce
11186237,Inactive Investor,Mark Hiatt,,PFS Investments Inc. Oklahoma City OK 5601 NW 72nd St,mark.hiatt@primerica.com,,Salesforce
10913876,Inactive Investor,Scott Dickerson,Financial Advisor,"Osaic Wealth, Inc. Amarillo TX 801 S Fillmore St",,,Salesforce
10763199,Inactive Investor,Joseph Yoon,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",joseph_yoon@ml.com,,Salesforce
9575035,,Christopher Williamson,,,mwilliamson@financialguide.com,,List import
202334,,Russ Gehrett,,[Unknown],russ.gehrett@gmail.com,,Other
10833849,Inactive Investor,Julie McCorkel,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Mechanicsburg PA 4909 Louise Dr",julie.k.mccorkel@ampf.com,,Salesforce
11091124,Inactive Investor,Michael Lewandoski,,Cetera Financial Specialists LLC Barnegat NJ Private Residence,michael.lewandoski@ceterafs.com,,Salesforce
11046135,Inactive Investor,Joe Haywood,,"Sorrento Pacific Financial, LLC El Segundo CA 360 N Pacific Coast Hwy",,,Salesforce
10891960,Inactive Investor,Jennifer Smalley,Financial Associate,Thrivent Investment Management Inc. Marietta GA 4343 Shallowford Rd,jennifer.smalley@thrivent.com,,Salesforce
11104171,Inactive Investor,Kimberly Stanislawski,,J.P. Morgan Securities LLC Lockport IL 16057 S Farrell Rd,kimberly.x.stanislawski@chase.com,,Salesforce
9590516,,Kacey Chui,,,kaceykaceychui@gmail.com,,List import
11008121,Inactive Investor,Bobby Burns,Senior Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,bmburns@rwbaird.com,,Salesforce
11057009,Inactive Investor,Gabriela Urquizo,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC",gabriela.urquizo@nm.com,,Salesforce
9923909,,Godwin Bankesie,,,bankesiegodwin@gmail.com,,Web form fillout
11073689,Inactive Investor,Allison Irelan,Assistant Vice President - Wealth Management;Financial Planning Specialist,Morgan Stanley Houston TX 2800 Post Oak Blvd,allison.b.trout@morganstanley.com,,Salesforce
10767839,Inactive Investor,Robert Larson,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",bob_larson@ml.com,,Salesforce
11006366,Inactive Investor,Andrew Cortese,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",acortese@financialguide.com,,Salesforce
11095451,Inactive Investor,Andrew Rudakas,,State Farm VP Management Corp. Valparaiso IN 835 Lincolnway,andrew.rudakas.kfq0@statefarm.com,,Salesforce
233058,, -,,[[Unknown]],dickersonra2@gmail.com,,Organic Search
10828880,Inactive Investor,Michael Pohlod,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",mpohlod@ampf.com,,Salesforce
227081,, -,,[[Unknown]],anton@frifruit.com,,
11048026,Inactive Investor,Danny Ledbetter,Financial Representative,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",dan.ledbetter@nm.com,,Salesforce
11089311,Inactive Investor,Aaron Dirusso,,"Raymond James & Associates, Inc. San Francisco CA 1 Embarcadero Ctr",aaron.dirusso@raymondjames.com,,Salesforce
11000763,Inactive Investor,Charles Sheridan,Investment Advisor Representative,"Mosley Wealth Management, Inc.",,,Salesforce
11014053,Inactive Investor,Krystal Ng,,HSBC Securities (USA) Inc.,,,Salesforce
11193784,Inactive Investor,Wade Allen,,PFS Investments Inc. Springfield IL 2815 Old Jacksonville Rd,wade.allen@primerica.com,,Salesforce
9583866,,Lisa Rookaird,,,lisa.rookaird@uboc.com,,List import
11023485,Inactive Investor,Andrew Levacy,,"Sorrento Pacific Financial, LLC Coronado CA 1330 Orange Ave",alevacy@mybd.com,,Salesforce
9556536,,Innocence Smith,,,innocencesmith@nihilwellnessinc.org,,List import
10891906,Inactive Investor,Michael Rose,Financial Advisor,Edward Jones Longmont CO 2101 Ken Pratt Blvd,michael.rose@edwardjones.com,,Salesforce
10758956,Inactive Investor,Amanda Dibble,Financial Advisor;Financial Planning Specialist,Morgan Stanley Madison CT 741 Boston Post Rd,amanda.petruzielo@morganstanley.com,,Salesforce
337606,,Stanley Schill,Chairman,"S. R. Schill & Associates, Inc.",stan@srschill.com,206-275-2700,Manual List Upload
9591155,,Eric Taylor,,,etaylr5@aol.com,,List import
11210187,Inactive Investor,Charles Pray,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",charles.pray@nm.com,,Salesforce
9622914,,Daniel Sisto,,,danielsisto@icloud.com,,List import
11025937,Inactive Investor,Kevin Rice,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11204124,Inactive Investor,Lance Carroll,,"Farmers Financial Solutions, LLC Boise ID 250 W Bobwhite Ct",lcarroll1@farmersagent.com,,Salesforce
11221455,,Pamela Sinclair,,,psinclair@jennison.com,,List Import
10917289,Inactive Investor,Gillette Edmunds,Chief Compliance Officer;Managing Member,Rockridge Money Management LLC,,,Salesforce
9643686,,kyungdae kim,,,bcoin001@naver.com,,List import
9581940,,Kenneth Speight,,,ktspeight@ft.newyorklife.com,,List import
10857304,Inactive Investor,Nathan Thompson,Chief Compliance Officer;Chief Investment Officer;Managing Partner,"4th River Financial Group, Inc.",nthompson@4thriverfinancial.com,,Salesforce
11200358,Inactive Investor,Michelle Hundley,Financial Planner;Wealth Manager,"Trio Wealth Management, LLC",,,Salesforce
9605910,,Bob Feng,,,eflolfe@gmail.com,,List import
10478024,,Job crypto,,,cryptobrave2022+24@gmail.com,,Web Form Fillout
8714,,kim ip,,[[Unknown]],ksip2612@gmail.com,,Organic Search
236476,, -,,[[Unknown]],tjgasket@icloud.com,,
240472,,Anton Eduardo,,[Unknown],eduardo.anton@itau.com,,Event
10985677,Inactive Investor,Adam Parker,,State Farm VP Management Corp. Burlington NC 1183 University Dr,adam.t.parker.ra0m@statefarm.com,,Salesforce
11105274,Inactive Investor,Ethan Beebe,,"Allstate Financial Services, LLC",ethanbeebe@allstate.com,,Salesforce
11118618,Inactive Investor,Heather Lambert,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 9020 Stony Point Pkwy",heather.lambert@wellsfargoadvisors.com,,Salesforce
10789347,Inactive Investor,Phil Nguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",phil.nguyen@wellsfargoadvisors.com,,Salesforce
10886147,Inactive Investor,Hansraj Dhanraj,,J.P. Morgan Securities LLC Jamaica NY 16110 Jamaica Ave,hansraj.dhanraj@jpmorgan.com,,Salesforce
10830866,Inactive Investor,Julie Shaw,Client Service Associate,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,julie.shaw@ubs.com,,Salesforce
11072808,Inactive Investor,Randy Wagner,,PFS Investments Inc. Urbandale IA 3220 100th St,randy.wagner@primerica.com,,Salesforce
11114868,Inactive Investor,Chris Schurman,,"UMB Financial Services, Inc. Saint Louis MO 2 S Broadway",chris.schurman@umb.com,,Salesforce
5611464,,Marc Schneider,,,marcschneider2006@yahoo.com,8583425923,Web Form Fillout
167629,,David Blatt,,[Unknown],db@blattholdings.com,,
10842956,Inactive Investor,David Codella,Financial Advisor,"Wells Fargo Clearing Services, LLC Zephyrhills FL 7780 Gall Blvd",dave.codella@wellsfargo.com,,Salesforce
11108971,Inactive Investor,Bernard Garrah,Wealth Advisor,"Cleveland Wealth, LLC",btg@clevelandwealth.com,,Salesforce
10883812,Inactive Investor,Valery Volkau,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",val.volkau@tiaa.org,,Salesforce
233157,, -,,[[Unknown]],drgbary@yahoo.com,,
10868631,Inactive Investor,Jason Rippy,,"Mutual Securities, Inc. Huntersville NC 16810 Kenton Dr",jason.rippy@mutualsecurities.com,,Salesforce
9574570,,john smith,,,jediackbar@gmail.com,,List import
11200144,Inactive Investor,Ronald Barylak,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",ronald.barylak@schwab.com,,Salesforce
123031,,Katie Williams,Investment Operations Specialist,"Brightworth, Llc",kwilliams@mcgilladvisors.com,404-760-9000,Manual List Upload
10658569,,Daniel Jenero,,,daniel.jenero@fidelity.com,,List Import
10809623,Inactive Investor,Stuart James,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",stuart.james@wellsfargoadvisors.com,,Salesforce
10778705,Inactive Investor,Mark Addessi,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,mark.addessi@ubs.com,,Salesforce
11219264,,Todd Crane,,,cranet@ceteranetworks.com,,Other
11260993,Inactive Investor,Clay Bruning,Equity Research Analyst,"Reynders, McVeigh Capital Management, LLC",cbruning@reyndersmcveigh.com,,Salesforce
9647404,,Srinivas Subban,,,srinivassubban@yahoo.com,,List import
11059388,Inactive Investor,Trevor Rabbach,Wealth Advisor,Schaper Benz & Wise Investment Counsel Inc,trabbach@sbw-invest.com,,Salesforce
232644,, -,,[Unknown],ageitaj@gmail.com,,
11006562,Inactive Investor,William Trond,Associate Financial Advisor,"Ameriprise Financial Services, LLC Southport CT 2425 Post Rd",william.j.trond@ampf.com,,Salesforce
11196656,Inactive Investor,Kent Urban,,"Avantax Investment Services, Inc. Omaha NE 11422 Miracle Hills Dr",,,Salesforce
9646258,,Przemek Bajan,,,przemekbajan@onet.eu,,List import
10989017,Inactive Investor,Darryll Coleman,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,dtcoleman@ft.newyorklife.com,,Salesforce
10817565,Inactive Investor,Nick Nabors,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,nicknabors.team@fidelity.com,,Salesforce
9644043,,David Loncaric,,,dave@ocean6.ca,,List import
10992824,Inactive Investor,Felipe Mejia,Wealth Advisor,"Advisors Capital Management, LLC Waukee IA Private Residence",felipe.mejia@advisorscenter.com,,Salesforce
11176431,Inactive Investor,David Fullman,,"American Portfolios Financial Services, Inc. Bayside NY 4004A Bell Blvd",dfullman@americanportfolios.com,,Salesforce
10943167,Inactive Investor,Nathaniel Zaldivar,,Goldman Sachs & Co.,,,Salesforce
10868163,Inactive Investor,Richard Poch,,PFS Investments Inc. Brooklyn NY 157 13th St,richard.poch@primerica.com,,Salesforce
10510256,,Henry Timmons,Director of ETFs,Richard Bernstein Advisors,htimmons@rbadvisors.com,,List Import
9590710,,SIFET RAMIC,,,ramicsifet@gmail.com,,List import
10489587,,Scott Pace,Senior Content Specialist,Fisher Investments,s.pace@fi.com,,List import
10782528,Inactive Investor,Michael Lydigsen,Preferred Relationship Manager,"Fifth Third Securities, Inc. Oak Lawn IL 4850 W 95th St",michael.lydigsen@53.com,,Salesforce
11146016,Inactive Investor,Zhongbao Wu,,"U.S. Bancorp Investments, Inc. Oakland CA 1998 Mountain Blvd",,,Salesforce
10798326,Inactive Investor,Elias Friedman,Managing Director,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",elias.friedman@wellsfargoadvisors.com,,Salesforce
9600359,,Steven Knous,,,sknous@flagstoneadvisors.com,,List import
11141938,Inactive Investor,Nicholas Werts,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,nwerts@primerica.com,,Salesforce
11236557,Inactive Investor,Erika Olsen Martinez,Client Account Specialist,"JNBA Financial Advisors, LLC",,,Salesforce
10952053,Inactive Investor,Cassandra Myers,Chief Operating Officer;Chief Operations Officer;Managing Partner,"Capita Financial Network, LLC",cmyers@capitaonline.com,,Salesforce
217175,,Tania Modic,Mgr dir,western investments capital,tania@wicllc.com,,Event
10695882,,John McElhiney,,Allianz,john.mcelhiney@allianzlife.com,,List Import
10974203,Inactive Investor,Andrea Seelhammer,Financial Associate,Thrivent Investment Management Inc. Wadena MN 13 Colfax Ave SE,andrea.seelhammer@thrivent.com,,Salesforce
11167968,Inactive Investor,Mark Brian Canlapan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South San Francisco CA 955 El Camino Real",,,Salesforce
10895384,Inactive Investor,Julia Haskell,,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",,,Salesforce
11022132,Inactive Investor,Kaitlyn Duong,,Jefferies LLC,kduong@jefferies.com,,Salesforce
11020681,Inactive Investor,Anthony Long,,J.P. Morgan Securities LLC Danville KY 237 W Main St,anthony.long@jpmorgan.com,,Salesforce
10913646,Inactive Investor,Carter Craig,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
211702,,Tyler Williams,Head of Regulatory and Legislative Affairs,Galaxy Digital,tyler.williams@galaxydigital.io,,Content
11173833,Inactive Investor,Steven Torgerson,Financial Advisor,Edward Jones Colorado Springs CO 9362 Grand Cordera Pkwy,steven.torgerson@edwardjones.com,,Salesforce
10494586,,Dauphinais Poe,"Director, President","Jim Poe & Associates, Inc.",dauph-srp@hotmail.com,,List Import
11153684,Inactive Investor,Timothy Morgan,,"Farmers Financial Solutions, LLC Portland OR 9900 SW Greenburg Rd",tmorgan@farmersagent.com,,Salesforce
10868089,Inactive Investor,Xavier Sinniah,Financial Advisor,Edward Jones Hollister MO 255 Financial Rd,xavier.sinniah@edwardjones.com,,Salesforce
11235915,Inactive Investor,Christopher Brown,Senior Wealth Advisor,Exencial Wealth Advisors Huntersville NC 13801 Reese Blvd W,cbrown@exencialwealth.com,,Salesforce
10990020,Inactive Investor,Laura Fairweather,,"MML Investors Services, LLC North Attleboro MA 130 S Washington St",,,Salesforce
11136412,Inactive Investor,Justine Hoff,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
11102805,Inactive Investor,Sidney Stephens,,Edward Jones Johnston City IL 504 W Broadway Blvd,sidney.stephens@edwardjones.com,,Salesforce
10987795,Inactive Investor,Steven Mohn,,Edward Jones Mechanicsville VA 8101 Vanguard Dr,,,Salesforce
10949325,Inactive Investor,Daniel Cisneros,,J.P. Morgan Securities LLC San Diego CA 3609 Midway Dr,daniel.cisneros@chase.com,,Salesforce
9544067,,Timothy Brookins,,,tvrookins@yahoo.com,,List import
11015920,Inactive Investor,Marshal Moore,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",marshal.moore@equitable.com,,Salesforce
10993787,Inactive Investor,Chad Escobedo,Private Client Advisor,J.P. Morgan Securities LLC Escondido CA 326 W El Norte Pkwy,chad.escobedo@jpmorgan.com,,Salesforce
9584928,,Donald Suh,,,donaldsuh@gmail.com,,List import
10941042,Inactive Investor,Fehmina Shaikh,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11167839,Inactive Investor,Brooke Terwilliger,,PFS Investments Inc. Westminster CO 8671 Wolff Ct,bterwilliger@primerica.com,,Salesforce
10934482,Inactive Investor,John White,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",john.m.white@nm.com,,Salesforce
11197428,Inactive Investor,Amanda Beebe,,"Sanford C. Bernstein & Co., LLC",amanda.beebe@bernstein.com,,Salesforce
9575281,,Michael Charpentier,,,michael.charpentier@fidelity.com,,List import
10966060,Inactive Investor,Jessi Andrews,,"InterWealth Management, LLC",,,Salesforce
9578742,,Hong Qiao,,,hong.hqiao@gmail.com,,List import
10843584,Inactive Investor,Todd Bauman,Chief Compliance Officer;Managing Member;President,Bauman Wealth Advisors,todd@bfglv.com,,Salesforce
11039756,Inactive Investor,Sharon Sager,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,sharon.sager@ubs.com,,Salesforce
10794138,Inactive Investor,Monica Baldwin,Financial Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,,,Salesforce
191090,,Lawrence vK-B,,[Unknown],lawrence@q2igroup.com,,
10990202,Inactive Investor,Tashalynn Wade,,PFS Investments Inc. Quakertown PA 101 E Mill St,tashalynn.taylor@primerica.com,,Salesforce
10866340,Inactive Investor,Roland Dickhans,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
9586411,,Anthony Buzzi,,,abuzzi@maritimelp.com,,List import
9617350,,Robert Hockett,,,rlh@covalentpartnersllc.com,,List import
10857378,Inactive Investor,James Kraus,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,james.kraus@primerica.com,,Salesforce
11005939,Inactive Investor,Rosa Haddad,,"Allstate Financial Services, LLC Apollo Beach FL 238 Apollo Beach Blvd",rosahaddad@allstate.com,,Salesforce
336623,,Paul Phelan,Director,Sfg Wealth Management,jpphelan@sfgmd.com,410-825-3200,Manual List Upload
11083666,Inactive Investor,Efstratios Serbanos,,"Raymond James & Associates, Inc.",efstratios.serbanos@raymondjames.com,,Salesforce
10939392,Inactive Investor,Malcolmn Pryor,,San Blas Securities LLC,malcolmn.pryor@sanblassecurities.com,,Salesforce
9623020,,Anthony Truong,,,a.truong172@gmail.com,,List import
241599,,Wade Uloth,,[Unknown],wuloth@sageadvisory.com,,
11085345,Inactive Investor,Daryl Cisson,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",daryl.cisson@wellsfargo.com,,Salesforce
64009,,Brendan Hayes,Financial Advisor,"Securities America Advisors, Inc.",brendan.hayes@securitiesamerica.com,781-474-5192,
11198434,Inactive Investor,Margherita Foschini,,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",mfoschini@brokersifs.com,,Salesforce
10935085,Inactive Investor,Fredric Umel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fullerton CA 401 N Harbor Blvd",fredric.umel@ml.com,,Salesforce
11058528,Inactive Investor,Andrew Minker,Financial Advisor,"Ameriprise Financial Services, LLC Campbell CA 2542 S Bascom Ave",andrew.w.minker@ampf.com,,Salesforce
11066678,Inactive Investor,Thomas Jewsbury,Senior Vice President,"Moors & Cabot, Inc. Alexandria VA 1800 Diagonal Rd",tjewsbury@moorscabot.com,,Salesforce
11222336,,Jeffrey Herrmann,,,jherrmann@resmark.com,,List Import
11230150,Inactive Investor,Zakariaa Bousfiha,Investment Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
348933,,John Hagensen,Managing Member,Keystone Wealth Partners Llc,john@keystonewealthpartners.com,480-782-1034,Manual List Upload
9642999,,Robert Patten,,,rspatten@wellington.com,,List import
9594767,,Steven Parker,,,sparker@cypressria.com,,List import
11092980,Inactive Investor,Craig Geragosian,,"Empower Financial Services, Inc Pelham NH Private Residence",craig.geragosian@gwrs.com,,Salesforce
11109178,Inactive Investor,Jordan Demott,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jordan_demott@vanguard.com,,Salesforce
11050978,Inactive Investor,Andrew Machata,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,Semper Wealth Management LLC,,,Salesforce
10810177,Inactive Investor,Geoffrey Loynd,Founder;Principal,Loynd Capital Management Marblehead MA 237 Washington St,,,Salesforce
11100077,Inactive Investor,Hugh Phifer,,"Osaic Wealth, Inc. Thorofare NJ Private Residence",,,Salesforce
11065108,Inactive Investor,Augustine Garrett,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,augustine.garrett@primerica.com,,Salesforce
10922684,Inactive Investor,Rachel Reis,,"Charles Schwab & Co., Inc. Minneapolis MN 3601 Minnesota Dr",,,Salesforce
11050488,Inactive Investor,Juan Peralta,,PFS Investments Inc. Hazleton PA 1201 S Church St,juan.peralta@primerica.com,,Salesforce
10971018,Inactive Investor,Jeffrey Beck,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jeffrey_beck@vanguard.com,,Salesforce
239868,,Tara Symeonides,CEO,Advanced Edge,tara.tara@protonmail.com,,Event
10961372,Inactive Investor,Chase Hunt,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
10901961,Inactive Investor,David Horton,,State Farm VP Management Corp.,,,Salesforce
10907834,Inactive Investor,Samuel Soliman,President,"Safe Harbor Family Capital, LLC",soliman@safeharborcap.com,,Salesforce
11124742,Inactive Investor,Barbara Treadwell,,"American Portfolios Financial Services, Inc. Savannah GA 11 Houston St",btreadwell@americanportfolios.com,,Salesforce
10895290,Inactive Investor,Karen Wilson,Regional Vice President,PFS Investments Inc. Bartlesville OK 122 SW Frank Phillips Blvd,karen.wilson@primerica.com,,Salesforce
9621567,,ponimo parado,,,kryptonita@protonmail.com,,List import
9634052,,Sang Sob,,,glorysangsun@gmail.com,,List import
10788302,Inactive Investor,Sonia Graham,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Little Rock AR 12921 Cantrell Rd",sonia.graham@raymondjames.com,,Salesforce
9620990,,Ryan Kim,,,ryanktkim@gmail.com,,List import
10696138,,Richard Fifield,,iPipeline,rfifield@ipipeline.com,,List Import
10873059,Inactive Investor,Kellen Ryan,Financial Advisor,Edward Jones Joplin MO 3130 Wisconsin Ave,kellen.ryan@edwardjones.com,,Salesforce
11066611,Inactive Investor,Jason Lay,,"CNR Securities, LLC",,,Salesforce
9542215,,Marwan Karim,,,marwan.karim@acumenholding.com,,List import
10754891,Inactive Investor,Betty Pacis,,PFS Investments Inc. Union NJ 1767 Morris Ave,betty.pacis@primerica.com,,Salesforce
11018169,Inactive Investor,Kathryn Miller,Registered Associate,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,,,Salesforce
10807023,Inactive Investor,Thomas Marsh,,"MML Investors Services, LLC Barre VT 192 S Main St",tmarsh@financialguide.com,,Salesforce
11189677,Inactive Investor,Nicolas Delorenzo,Financial Advisor,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",nicolas.delorenzo@nm.com,,Salesforce
10803599,Inactive Investor,Joseph Marciano,,"Cambridge Investment Research, Inc. Berwyn PA 1147 Lancaster Ave",,,Salesforce
10941421,Inactive Investor,Ioannis Lagkas Nikolos,,Citigroup Global Markets Inc.,,,Salesforce
10871882,Inactive Investor,Javier Ramirez,Financial Advisor,Edward Jones Corpus Christi TX 3829B S Alameda St,javier.ramirez@edwardjones.com,,Salesforce
10974277,Inactive Investor,Christopher Mcdonald,,"Cambridge Investment Research, Inc. Ventura CA 199 Figueroa St",chris.mcdonald@rengroupllc.com,,Salesforce
1003040,Inactive Investor,Zvi Ziv,,Silver Castle,zvi@silvercl.com,,3rd Party Lead Gen
10933603,Inactive Investor,Eugene Rooney,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",eugene.rooney@equitable.com,,Salesforce
9630191,,Pavol Kolencin,,,register@99electronic.com,,List import
11086047,Inactive Investor,Mark Johnson,,"FBL Marketing Services, LLC El Dorado KS 1726 W Central Ave",mark.johnson@fbfs.com,,Salesforce
10985049,Inactive Investor,Alyssa O'Brien,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,,,Salesforce
11032598,Inactive Investor,Kelsey Shimkus,,Cetera Advisors LLC Livingston TX 2123 U S Hwy 190 W,,,Salesforce
11111792,Inactive Investor,Jacqueline Kobinski,Senior Client Associate,UBS Financial Services Inc. San Jose CA 355 Santana Row,jackie.kobinski@ubs.com,,Salesforce
11185415,Inactive Investor,Adam Toth,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",adam.toth@wellsfargoadvisors.com,,Salesforce
11128151,Inactive Investor,Nancy Lerma,,PFS Investments Inc. Redlands CA 721 Nevada St,nlerma@primerica.com,,Salesforce
9624704,,RODNEY BROWN,,,rodb77@gmail.com,,List import
10773308,Inactive Investor,Michael Kaplan,,Lazard Asset Management Securities LLC,michael.kaplan@lazard.com,,Salesforce
10806615,Inactive Investor,Selin Timur,Financial Advisor,Morgan Stanley Ormond Beach FL 285 Clyde Morris Blvd,selin.timur@morganstanley.com,,Salesforce
244025,,Margaux Fiori,CEO,Fiori Financial Group,fiori.margaux@gmail.com,9547632600,Manual List Upload
10981927,Inactive Investor,Angela Claggett,,"Empower Financial Services, Inc",angela.claggett@empower.com,,Salesforce
11123761,Inactive Investor,Adam Serr,Financial Advisor,"Ameriprise Financial Services, LLC Idaho Falls ID 900 Pier View Dr",adam.serr@ampf.com,,Salesforce
11093660,Inactive Investor,Daniel Butler,Financial Advisor,Edward Jones Galesburg IL 1472 N Henderson St,daniel.butler@edwardjones.com,,Salesforce
10782821,Inactive Investor,Timothy Lemke,,"Hantz Financial Services, Inc. Midland MI 2603 W Wackerly St",tim.lemke@hantzgroup.com,,Salesforce
11133624,Inactive Investor,Angela Jones,,"Truist Investment Services, Inc. Chattanooga TN 736 Market St",angela.jones@truist.com,,Salesforce
9550376,,Marcelo Choinski,,,marcelochoinski@gmail.com,,List import
9618356,,Golden Randal,,,rgolden@ameritech.net,,List import
10943740,Inactive Investor,Thomas Evans,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",,,Salesforce
11232398,Inactive Investor,Ebenezer Owolabi,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,eowolabi@primerica.com,,Salesforce
10753752,Inactive Investor,Catherine Elrod,Client Service Manager;Vice President,Rockefeller Financial LLC Richmond VA 200 S 10th St,celrod@rockco.com,,Salesforce
10939633,Inactive Investor,Kingshook Ghosh,Chief Investment Officer;Managing Partner,USAWorld Capital LLC,kghosh@usaworldcapital.com,,Salesforce
10784294,Inactive Investor,Yulia Migdalovich,Director - Field Supervision,Edward Jones Ballwin MO 518 Holshire Way,yulia.migdalovich@edwardjones.com,,Salesforce
11141268,Inactive Investor,Kelsey Kopcho Pieper,,"Ameritas Investment Company, LLC York NE 308 W 6th St",kelsey.kopcho-pieper@ameritas.com,,Salesforce
10819212,Inactive Investor,Heather Pignatello,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11019953,Inactive Investor,Matthew Kredit,,"Concorde Investment Services, LLC Hanford CA 112 W Elm St",,,Salesforce
11120332,Inactive Investor,Bryan Belden,,B. Riley Wealth Management Brighton MI 440 W Main St,bbelden@brileywealth.com,,Salesforce
11144405,Inactive Investor,Jeff Glowacki,,"Bessemer Investor Services, Inc. Los Angeles CA 10250 Constellation Blvd",glowacki@bessemer.com,,Salesforce
10988012,Inactive Investor,John Stepp,,"Central States Capital Markets, LLC",,,Salesforce
9613003,,James Petitpren,,,jpetitpren@orbawealthadvisors.com,,List Import
10754189,Inactive Investor,Stacey Bartelson,Financial Advisor,Edward Jones Saint Paul MN 1121 Town Centre Dr,stacey.bartelson@edwardjones.com,,Salesforce
10903799,Inactive Investor,Mary Jones,Financial Professional,LPL Financial LLC Hot Springs Village AR 3880 N Hwy 7,mary.jones@lpl.com,,Salesforce
240695,,Schooley David,,[Unknown],david.schooley@kcm.vg,,Event
10934795,Inactive Investor,Gary Wilson,Financial Advisor,Commonwealth Financial Network Richmond VA 2800 Patterson Ave,,,Salesforce
9584058,,Yin Choi,,,yin.choi@gmail.com,,List import
11126844,Inactive Investor,Brian Fenn,Vice President,"MML Investors Services, LLC Tucson AZ 5255 E Williams Cir",bfenn@financialguide.com,,Salesforce
10852898,Inactive Investor,Michael O'Shaughnessy,Investment Advisor,"Ameraudi Asset Management, Inc.",,,Salesforce
10857385,Inactive Investor,J. Michael Winburn,,"Farmers Financial Solutions, LLC Albuquerque NM 2201 Chelwood Park Blvd NE",mwinburn@farmersagent.com,,Salesforce
10612355,,Lawrence Shafier,Financial Advisor,,shafiers@gmail.com,,List Import
10764546,Inactive Investor,Gary Wilde,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gary.wilde@fidelity.com,,Salesforce
11235450,Inactive Investor,Kyle Dover,Chief Compliance Officer;Member;Partner,2260 West,kyle@2260west.com,,Salesforce
205423,,Christina Russ,,[Unknown],christina.russ@truist.com,,
10860839,Inactive Investor,Joanne Daly,Family Wealth Advisor;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Providence RI 1 Financial Plz,joanne.daly@morganstanley.com,,Salesforce
10890688,Inactive Investor,Trevor Dumais,Financial Advisor,D.A. Davidson & Co. Spokane WA 2204 E 29th Ave,,,Salesforce
10857485,Inactive Investor,Marcus Clark,Associate Vice President;Financial Planning Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mclark@rockco.com,,Salesforce
11230435,Inactive Investor,Colleen Island Mateo,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,cislandmateo@ft.newyorklife.com,,Salesforce
9645531,,JIAYU CHAN,,,594285409@qq.com,,List import
9600500,,Heather Klutznick,,,heather.klutznick@trilogyfs.com,,List import
343241,,Brian Staples,Chief Operating Officer,"Fwg Investments, Llc",brian@familywg.com,859-309-0349,Manual List Upload
10791914,Inactive Investor,David Midgley,Private Wealth Advisor,Morgan Stanley Seattle WA 601 Union St,david.midgley@morganstanleypwm.com,,Salesforce
11155802,Inactive Investor,Megan Coppens,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",megan.coppens@nm.com,,Salesforce
372494,,Tom Paol,,United States,paolino@gmail.com,,Salesforce
2844406,,Christine Cortez,,,chrissyjaymonet@gmail.com,,
4947216,,Hillary Collins,,,cucciah@gmail.com,,Web Form Fillout
11232916,Inactive Investor,Jessica Wheet,,Country Capital Management Company,jessica.wheet@countryfinancial.com,,Salesforce
10558949,,Joshua McCabe,,,joshua.mccabe@hotmail.com,,Web Form Fillout
10611233,,David Caraglior,Financial Advisor,,david.caraglior@ampf.com,,List Import
10650798,,Dakarai O'Garro,,,dakaraiogarro@gmail.com,,Web Form Fillout
11037119,Inactive Investor,Ceaira Stamper,,J.P. Morgan Securities LLC Indianapolis IN 601 N Shadeland Ave,ceaira.stamper@jpmorgan.com,,Salesforce
10656059,,Kristin Love,,,klove@hightoweradvisors.com,,List import
10956419,Inactive Investor,Zane Zybach,,"Osaic Wealth, Inc. Amarillo TX 4711 Bell St",,,Salesforce
9566872,,Bunharn khayak,,,vthail943@gmail.com,,List import
233063,, -,,[[Unknown]],danlozo@gmail.com,,
10808009,Inactive Investor,Dennis Richardson,Financial Planner,LPL Financial LLC Rochester MI 1460 Walton Blvd,dennis.richardson@lpl.com,,Salesforce
10970448,Inactive Investor,Jared Kruse,,"Ameritas Investment Company, LLC Kearney NE 404 E 25th St",jared.kruse@ameritas.com,,Salesforce
10957929,Inactive Investor,Connor Wood,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11137554,Inactive Investor,Lawrence Barbi,,LPL Financial LLC Chicago IL 5757 N Milwaukee Ave,lawrence.barbi@lpl.com,,Salesforce
10796925,Inactive Investor,Thomas French,Financial Advisor,Morgan Stanley Durant OK 2828 W University Blvd,thomas.french@morganstanley.com,,Salesforce
9582867,,Wendy Tesch,,,wtesch@sagepointadvisor.com,,List import
11202853,Inactive Investor,Brian Conroy,Financial Advisor;Regional Director,Savant Wealth Management,bconroy@savantwealth.com,,Salesforce
11197240,Inactive Investor,Jacob Colein,,"Northwestern Mutual Investment Services, LLC Owings Mills MD 10045 Red Run Blvd",jake.colein@nm.com,,Salesforce
10874598,Inactive Investor,Kyrstin Swan,,Evercore Group L.L.C.,kyrstin.swan@evercore.com,,Salesforce
9604683,,Barr Rex,,,rexabarr@gmail.com,,List import
10905790,Inactive Investor,Thomas Farrell,,"Horace Mann Investors, Inc. Salisbury MA 191 Elm St",thomas.farrell@horacemann.com,,Salesforce
200017,,VICTOR WAINGORT,"DIRECTOR, OPERATIONS",GOLDENTREE ASSET MANAGEMENT,vwaingort@goldentree.com,917-533-7431,
11124458,Inactive Investor,Terri Vandenberg,,J.P. Morgan Securities LLC Saint Helens OR 1934 Columbia Blvd,,,Salesforce
11191950,Inactive Investor,Matthew Kreisler,Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",matthew.kreisler@raymondjames.com,,Salesforce
10614787,,Mark Tassie,Financial Advisor,,mark.tassie@morganstanley.com,,List Import
11040669,Inactive Investor,Thomas Martin,Financial Advisor,LPL Financial LLC Manchester Township NJ 2100 Rte 70,,,Salesforce
10657585,,Ross Hawley,,,ross.hawley@chase.com,,List Import
10873328,Inactive Investor,Caleb Kennedy,Financial Advisor,LPL Financial LLC Melbourne FL 1334 Valentine St,c.kennedy@lpl.com,,Salesforce
9552960,,Maohong Li,,,maohongli@financialguide.com,,List import
10991070,Inactive Investor,Rylee Sivertsen,Financial Advisor,LPL Financial LLC Tacoma WA 3560 Bridgeport Way W,rylee.sivertsen@lpl.com,,Salesforce
9607092,,Suren Uswatta,,,surenpriyasham@gmail.com,,List import
11033383,Inactive Investor,Harold Beshaw,Senior Wealth Advisor,RKL Private Wealth,hjbeshaw@rklwealth.com,,Salesforce
229588,, -,,[[Unknown]],marcosaureliomarcos482@gmail.com,,
10819956,Inactive Investor,William Sutton,Financial Advisor;First Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
10797316,Inactive Investor,Rupesh Shah,Financial Advisor;Senior Portfolio Manager;Vice President;Workplace Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,rupesh.shah@morganstanley.com,,Salesforce
10862776,Inactive Investor,Robert Kernan,Chief Compliance Officer;Financial Advisor;Financial Planning Specialist;Managing Director,"NorthStar Advisory Group, LLC",rkernan@thenorthstarag.com,,Salesforce
10647885,,Michael Hood,,,michael.j.hood@morganstanley.com,,List Import
11057419,Inactive Investor,Zachary Goreczny,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",zach.goreczny@tiaa.org,,Salesforce
10814048,Inactive Investor,Ashley Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 13055 W Linebaugh Ave",ashley.e.johnson@ampf.com,,Salesforce
11047356,Inactive Investor,Jared Spraggins,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jared_spraggins@vanguard.com,,Salesforce
9633094,,Kevin Gin,,,kevin.gin@gmail.com,,List import
11161324,Inactive Investor,Francis O'Neill,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",frank.oneill@rbc.com,,Salesforce
10864002,Inactive Investor,Kenneth Eirkson,,Stonex Securities Inc. Warrendale PA 225 Northgate Dr,,,Salesforce
9610190,,Andrea Franceschetto,,,andreafranceschetto@me.com,,List import
10925155,Inactive Investor,Daniel Reed,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,daniel.reed@fmr.com,,Salesforce
9646405,,nuttawipong sukhabanij,,,garbcd43@gmail.com,,List import
9540569,,Charlie Faulkner,,,cf@northblock.io,,List Import
11117431,Inactive Investor,Jolie Thai,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,jolie.thai@ubs.com,,Salesforce
10872461,Inactive Investor,Hailey Van Avery,Senior Wealth Strategy Associate,UBS Financial Services Inc. Everett WA 1604 Hewitt Ave,hailey.vanavery@ubs.com,,Salesforce
11181460,Inactive Investor,Pedro Bretas,,NYLIFE Securities LLC Stockton CA 3255 W March Ln,pbretas@ft.newyorklife.com,,Salesforce
10854829,Inactive Investor,Kenneth Miller,,"Integrated Financial Strategies, LLC Concord NC 400 Penny Ln",,,Salesforce
10811875,Inactive Investor,Ronald Johnson,Family Wealth Advisor;Financial Advisor;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Plano TX 7500 Dallas Pkwy,ronald.johnson@morganstanley.com,,Salesforce
236707,, -,,[[Unknown]],cgt01943@bellsouth.net,,
9597869,,Leslie Rojas,,,lrojas@gillinvest.com,,List import
11044962,Inactive Investor,Anghel Stoian,Managing Member;President,"Efficient Market Investments, LLC",astoian@einvestments.us,,Salesforce
10797900,Inactive Investor,Joseph Rothstein,President,"International Asset Management, Inc.",,,Salesforce
11097689,Inactive Investor,Allyne Riley,,"Avantax Investment Services, Inc. Redding CA 2136 Eureka Way",,,Salesforce
9630216,,Giovanni Wu,,,giovanwu@gmail.com,,List import
11036762,Inactive Investor,Stephanie Hook,,LPL Financial LLC Sun Prairie WI 298 S Grand Ave,stephanie.hook@lpl.com,,Salesforce
10916174,Inactive Investor,Alan Iinuma,Financial Advisor,"Osaic Wealth, Inc. Gardena CA 879 W 190th St",aiinuma@osaicwealth.com,,Salesforce
10941159,Inactive Investor,Catherine Fitzgerald,,J.P. Morgan Securities LLC,catherine.fitzgerald@jpmorgan.com,,Salesforce
248583,,Yocari Lara,CEO,Republic Financial Consulting,y.lara@republicfin.com,,Manual List Upload
11143646,Inactive Investor,John Hales,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Newport Beach CA 660 Newport Center Dr,jhales@dadco.com,,Salesforce
10837974,Inactive Investor,Andrew Mumpower,Financial Advisor,LPL Financial LLC Johnson City TN 100 Med Tech Pkwy,andrew.mumpower@lpl.com,,Salesforce
10991333,Inactive Investor,Matthew Schmidbauer,,"FBL Marketing Services, LLC Apache Junction AZ 155 N Meridian Rd",matthew.schmidbauer@fbfs.com,,Salesforce
9590010,,Craig Laskow,,,craiglaskow@gmail.com,,List import
10911362,Inactive Investor,Christopher Roop,,Jefferies LLC Chicago IL 155 N Wacker Dr,croop@jefferies.com,,Salesforce
11202474,Inactive Investor,Mikyong Macdonald,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,mikyong.macdonald@primerica.com,,Salesforce
11157231,Inactive Investor,Marc Paddyfoot,,Morgan Stanley New York NY 55 E 52nd St,marc.paddyfoot@morganstanley.com,,Salesforce
10797122,Inactive Investor,John Clair,Co-Founder;Principal;Regulatory Contact,EVOadvisers,jclair@evoadvisers.com,,Salesforce
11129536,Inactive Investor,Walter Woo,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10811082,Inactive Investor,Emily Rubin,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,emily.rubin@ubs.com,,Salesforce
345818,,Sean Apgar,Partner,"Bbr Partners, Llc",sapgar@bbrpartners.com,212-313-9870,Manual List Upload
11238565,Inactive Investor,Jonathan Ang,,"Brentwood Private Equity, LLC",jang@brentwood.com,,Salesforce
11056412,Inactive Investor,Erick Milanco,,PFS Investments Inc. Fremont CA 42808 Christy St,emilanco@primerica.com,,Salesforce
10913761,Inactive Investor,Aryn Nelson,Private Client Advisor,J.P. Morgan Securities LLC Sandy UT 10620 S State St,aryn.r.nelson@jpmorgan.com,,Salesforce
11173786,Inactive Investor,Joseph Cho,Financial Advisor,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",joseph.cho@equitable.com,,Salesforce
10889233,Inactive Investor,Benjamin Schlotterer,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,benjamin.a.schlotterer@jpmorgan.com,,Salesforce
144492,,Craig Coopersmith,"Financial Advisor, Senior Vice President","SunTrust Advisory Services, Inc.",craig.coopersmith@suntrust.com,407-563-3870,
9594394,,Alessandro Raffelini,,,alessandro.raffelini@singularitynet.io,,List import
9619903,,Charles Burrus,,,dplainview1898@gmail.com,,List import
9575966,,Roy St John,,,r.stjohn@transamerica.com,,List import
10975820,Inactive Investor,Luis Delgado,,Boreal Capital Securities LLC,luis.delgado@borealcm.com,,Salesforce
11152454,Inactive Investor,Cary McDonald,,Commonwealth Financial Network Bellaire TX 5959 W. Loop South #525,cmcdonald@commonwealth.com,,Salesforce
11100699,Inactive Investor,Lisa Barrett,,"Raymond James Financial Services, Inc. Fort Mill SC 1808 Second Baxter Xing",lisa.hosti@raymondjames.com,,Salesforce
9616038,,Fghj Ghhh,,,ghhj@hotmail.com,,List import
11004893,Inactive Investor,Janis Segedy,,Thrivent Investment Management Inc. Muncie IN 3621 N Everbrook Ln,janis.segedy@thrivent.com,,Salesforce
9548486,,Florian Kac,,,florian.aurelien@gmail.com,,List import
10824952,Inactive Investor,Diana Rusnock,,"Hudson Heritage Capital Management, Inc.",drusnock@hhcminc.com,,Salesforce
11000872,Inactive Investor,William Gao,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",william.gao@bernstein.com,,Salesforce
10617165,,Barth Morreale,,,barth.morreale@ampf.com,,List Import
11062657,Inactive Investor,Joetta Stephens,,State Farm VP Management Corp. Richardson TX 1415 State St,jo.stephens.puz5@statefarm.com,,Salesforce
9626784,,Greg Bray,,,gbray@smithmoore.com,,List import
10764589,Inactive Investor,Joseph Poliseo,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",joseph_poliseo@ml.com,,Salesforce
1003177,Inactive Investor,Josh Lipman,,BCG,lipman.josh@bcg.com,,
9564586,,Sarah Lall,,,sarah.lall@53.com,,List import
11141252,Inactive Investor,James Mitchell,,Sigma Financial Corporation Traverse City MI 121 E Front St,,,Salesforce
10857487,Inactive Investor,Rodney Morris,,"Wells Fargo Advisors Financial Network, LLC Akron OH 4040 Embassy Pkwy",rodney.morris@wfafinet.com,,Salesforce
10859271,Inactive Investor,Dale Black,Executive Director,Global View Capital Management LLC Pleasant Grove UT 233 S Pleasant Grove Blvd,dblack@gvcaponline.com,,Salesforce
11141081,Inactive Investor,Scott Baker,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",scott.baker@rbc.com,,Salesforce
10974727,Inactive Investor,Vanessa Rohlman,,LPL Financial LLC Wichita KS 8621 E 21st St N,vanessa.rohlman@lpl.com,,Salesforce
9605703,,I M,,,mylongdriveway@gmail.com,,List import
11107003,Inactive Investor,Ryan Christensen,Partner;Portfolio Manager;Vice President;Wealth Advisor,RWA Wealth Partners,rchristensen@rwawealth.com,,Salesforce
10882188,Inactive Investor,Anjali Suri,,Cetera Advisor Networks LLC Roswell NM 110 W Country Club Rd,suria@ceteranetworks.com,,Salesforce
10810676,Inactive Investor,Henrik Gulmann,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",henrik_gulmann@ml.com,,Salesforce
11032692,Inactive Investor,Caden Salvino,Wealth Management Advisor,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",,,Salesforce
11234083,Inactive Investor,Kevin Liu,,"RBC Capital Markets, LLC",,,Salesforce
90900,,Matthew Allain,CEO,"Leo Fund Services, Llc",mallain@leogroupllc.com,732-903-2600,Manual List Upload
212844,,Damir Salihov,,[Unknown],damirs26.69@gmail.com,,source
10903935,Inactive Investor,Balasubramanyam Karanam,Private Client Advisor,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,bala.karanam@jpmorgan.com,,Salesforce
9598826,,Rajesh Subramania,,,rajesh.subramania@gmail.com,,List import
11002082,Inactive Investor,Robert Bianchi,,"Farmers Financial Solutions, LLC Ventura CA 121 N Fir St",,,Salesforce
352602,,G. Bero,"Partner, Founder","Jmc Management, Llc",lbero@jmccp.com,617-338-1144,Manual List Upload
10975377,Inactive Investor,Claudia Moreno,,"Buck Wealth Strategies, LLC Kapolei HI 1001 Kamokila Blvd",cmoreno@eabuck.com,,Salesforce
10921544,Inactive Investor,Philip Masi,Financial Planner,Integrated Wealth Concepts LLC Danbury CT 44 Old Ridgebury Rd,phil.masi@ifpadvisor.com,,Salesforce
11206181,Inactive Investor,Michael Flannery,Wealth Advisor,LPL Financial LLC Menominee MI 3805 10th St,mike.flannery@lpl.com,,Salesforce
11147382,Inactive Investor,Sean Darr,Preferred Program Specialist,"Fifth Third Securities, Inc. Henderson KY 300 2nd St",,,Salesforce
9629181,,Michael Sedor,,,msedor@me.com,,List import
11134169,Inactive Investor,Chad Druvenga,,"The Leaders Group, Inc.",,,Salesforce
10926286,Inactive Investor,Chisuk Belcher,,"Osaic Wealth, Inc. Colleyville TX 4209 Gateway Dr",,,Salesforce
10795731,Inactive Investor,Christopher Tate,Chief Compliance Officer;Managing Partner,Tate Asset Management,chris.tate@tam-ria.com,,Salesforce
57584,,Joshua Batalden,Financial Advisor,Eagle Strategies LLC,jbatalden@ft.newyorklife.com,952-896-3553,
10925054,Inactive Investor,Rikin Patel,,"Kingswood Capital Partners, LLC Fairfield NJ 310 Passaic Ave",,,Salesforce
10834233,Inactive Investor,Matthew Sartini,Financial Advisor,Edward Jones Orofino ID 122 Johnson Ave,matt.sartini@edwardjones.com,,Salesforce
10778546,Inactive Investor,Michael Gray,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",michael.c.gray@ml.com,,Salesforce
9587553,,Samantha Watson,,,samantha@belveron.com,,List import
10904112,Inactive Investor,Anthony Dejohn,Financial Advisor,Edward Jones Victor NY 49 W Main St,anthony.dejohn@edwardjones.com,,Salesforce
10647347,,Benjamin York,,,ben.york@tfaconnect.com,,List Import
11232526,Inactive Investor,Jeffrey Seiverth,,"Empower Financial Services, Inc",jeffrey.seiverth@empower.com,,Salesforce
11081802,Inactive Investor,Lou Gammarato,,Citigroup Global Markets Inc.,lou.gammarato@citigroup.com,,Salesforce
9614155,,Luis Samayoa,,,lsamayoa@greytownadvisors.com,,List import
10859927,Inactive Investor,Victoria Bach,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10845779,Inactive Investor,John Leach,Managing Member;Regulatory Contact,"Calabasas Advisory Group, LLC",,,Salesforce
11110309,Inactive Investor,Christian Nimmo,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Janesville WI 22 S Jackson St",,,Salesforce
11233612,Inactive Investor,Ajit Sequeira,Managing Director,Citigroup Global Markets Inc.,,,Salesforce
9562927,,Susanna Jue,,,susanna@renzeiholdings.com,,List import
11042059,Inactive Investor,Henry Wheelwright,Co-Founder;Managing Partner,"Stablepoint Partners, LLC",henry@stablepointpartners.com,,Salesforce
9541814,,Roy Browning,,,fltbc@hotmail.com,,List import
10961876,Inactive Investor,Diana Edwards,Vice President;Wealth Manager,Edwards Financial & Insurance Services,,,Salesforce
10891139,Inactive Investor,Cory Gerlach,Financial Advisor,Edward Jones Knoxville TN 10820 Kingston Pike,cory.gerlach@edwardjones.com,,Salesforce
11044955,Inactive Investor,Shao-Tsung Tseng,,"Independent Financial Group, LLC Sunnyvale CA Private Residence",,,Salesforce
501,,,,,fredsmith@2fiftyok.com,,
10916643,Inactive Investor,Roger Collins,Manager,Eversight Wealth LLC,adam@eversightwealth.com,,Salesforce
11176204,Inactive Investor,Alice Adams,,"N.I.S. Financial Services, Inc.",,,Salesforce
9551888,,Arthur Ferreri,"Member, Partner, Portfolio Manager, Research Analyst",Gilder Gagnon Howe & Co. LLC,art@gghc.com,212-424-0304,List import
11157137,Inactive Investor,Bunny Lee,Associate Vice President;Financial Advisor,Morgan Stanley Jonesboro AR 2211 Fowler Ave,bunny.lee@morganstanley.com,,Salesforce
10830132,Inactive Investor,Thomas Borsellino,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
10775444,Inactive Investor,Christopher Tiffany,Financial Advisor;Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,christopher.tiffany@morganstanley.com,,Salesforce
373545,,Jack Chorowsky,,[Unknown],jchorowsky@gmail.com,,source
10648428,,Scott Lindgren,,,scott.lindgren@fidelity.com,,List Import
10865134,Inactive Investor,James Kesterson,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11123855,Inactive Investor,Zachary Stuart,Financial Advisor,LPL Financial LLC San Juan Capistrano CA 31876 Del Obispo St,zachary.stuart@lpl.com,,Salesforce
10489175,,Christina Guevara,,"Transamerica Financial Advisors, Inc Frisco TX 2591 Dallas Pkwy",christina.guevara@tfaconnect.com,,List Import
11092175,Inactive Investor,Jacquelyn Whitley,,Country Capital Management Company Warner Robins GA 349 Margie Dr,jacquelyn.whitley@countryfinancial.com,,Salesforce
10971144,Inactive Investor,Tien Hao Lee,,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",tienhao.lee@tfaconnect.com,,Salesforce
10886352,Inactive Investor,Charles Miller,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",,,Salesforce
216807,,Brenna Saunders,,[Unknown],brenna.saunders@creativeplanning.com,,Event
10644805,,Daniel Barlow,,,dbarlow@mesirowfinancial.com,,List Import
11218608,,Andrew Oswald,,,andrew.oswald@lpl.com,,Other
11089742,Inactive Investor,Joseph Doman,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hudson OH 43 Village Way,joseph.doman@ubs.com,,Salesforce
10875241,Inactive Investor,Thomas Wilson,Partner;Vice President;Wealth Advisor,"JFS Wealth Advisors, LLC Pittsburgh PA 6 PPG Pl",twilson@jfswa.com,,Salesforce
10815953,Inactive Investor,Thomas Russell,Financial Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 9017 Coldwater Rd",thomas.c.russell@ampf.com,,Salesforce
10824967,Inactive Investor,Katy Listner,,Morgan Stanley,katy.listner@morganstanley.com,,Salesforce
10802193,Inactive Investor,James Gardas,,Cetera Advisor Networks LLC Hawley PA 99 Welwood Ave,gardasj@ceteranetworks.com,,Salesforce
9592204,,E M,,,comicycon14@gmail.com,,List import
229230,, -,,[[Unknown]],allcryptocoin.updates@yahoo.com,,
11084046,Inactive Investor,Michelle Ensminger,,J.P. Morgan Securities LLC Tyler TX 100 Independence Pl,michelle.ensminger@jpmorgan.com,,Salesforce
11008278,Inactive Investor,Nicholas Oliver-Troxell,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Kalamazoo MI 141 E Michigan Ave",,,Salesforce
10858081,Inactive Investor,Tyler Gray,Chief Compliance Officer;Financial Advisor;Managing Director,"SageOak Financial, LLC",tyler@sageoakfinancial.com,,Salesforce
10897280,Inactive Investor,Alfonso Perez,,PFS Investments Inc. Glendale CA 330 N Brand Blvd,alfonso.perez@primerica.com,,Salesforce
10794990,Inactive Investor,Eugene Geibig,,Morgan Stanley Winter Park FL 250 S Park Ave,eugene.geibig@morganstanley.com,,Salesforce
11132953,Inactive Investor,Tanner Willson,Financial Advisor,Edward Jones La Grande OR 2712 Island Ave,tanner.willson@edwardjones.com,,Salesforce
9543427,,Saul Klein,,,saul@localglobe.vc,,List import
9603031,,kim jeong,,,wjdghks9275@naver.com,,List import
10935910,Inactive Investor,Christopher Mamunes,Chief Compliance Officer;Principal,"Railroad Street Wealth Management, LLC",,,Salesforce
9586608,,Donovan Pfaff,,,dpfaff@massmutual.com,,List import
226383,, -,,[[Unknown]],tyrrellreport@gmail.com,,Initial Salesforce Import
11006321,Inactive Investor,Lee Hollingsworth,,"American Wealth Management, Inc. Roswell GA 1560 Warsaw Rd",leehollingsworth@awminc.biz,,Salesforce
10903824,Inactive Investor,Robert Demasi,,"Osaic Wealth, Inc. Gainesville FL 3400 NW 13th St",,,Salesforce
11075683,Inactive Investor,Donovan Green,,J.P. Morgan Securities LLC Livonia MI 32203 Plymouth Rd,donovan.green@jpmorgan.com,,Salesforce
10908707,Inactive Investor,Stephanie Brown,Financial Professional,LPL Financial LLC Oxford MI 425 N Lapeer Rd,stephanie.m.brown@lpl.com,,Salesforce
11070268,Inactive Investor,Eric Vogen,Portfolio Manager;President,Vision Capital & Management,eric@visioncapitalmgt.com,,Salesforce
10946190,Inactive Investor,Michael Rahimzadeh,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,mrahimzadeh@ft.newyorklife.com,,Salesforce
10770898,Inactive Investor,Craig Hall,Assistant Vice President;Wealth Management Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,craig.hall@morganstanleypwm.com,,Salesforce
11118282,Inactive Investor,Christopher Martarano,,"M Holdings Securities, Inc. Moosic PA 30 ED Preate Dr",,,Salesforce
11033852,Inactive Investor,Lior Itzhak,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 358 5th Ave",lior.itzhak@ml.com,,Salesforce
9557484,,Pamela Bahny,,,pammoola1976@gmail.com,,List import
9648428,,Joseph Potestivo,,,joepo28@aol.com,,List import
11202392,Inactive Investor,Charles Veeneman,Managing Member,"Best Investment Options, LLC",,,Salesforce
10780027,Inactive Investor,Ellen Cycotte,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",ellen.a.cycotte@ml.com,,Salesforce
11197632,Inactive Investor,Melanie Lesko,,"Skinner, Copper & Ehmen Wealth Management, LLC",mlesko@scewealth.com,,Salesforce
10488251,,Jason Bottenfield,"Managing Director, Partner, Wealth Manager","Steward Partners Investment Advisory, LLC",jason.bottenfield@stewardpartners.com,,List import
11130025,Inactive Investor,Barry Cohn,,"American Portfolios Financial Services, Inc.",bcohn@americanportfolios.com,,Salesforce
10911891,Inactive Investor,Jason Leventis,,LPL Financial LLC Fort Mill SC 936 Market St,jason.leventis@lpl.com,,Salesforce
10857195,Inactive Investor,Marci Brodsky,,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",marci.brodsky@ampf.com,,Salesforce
11203219,Inactive Investor,Gabe Bryan,Partner;Senior Advisor,Bridgewater Advisors Inc.,gbryan@bridgewateradv.com,,Salesforce
10880410,Inactive Investor,Julio Suarez,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",julio.c.suarez@ml.com,,Salesforce
11113750,Inactive Investor,Zachary Schiller,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",zachary.schiller@bernstein.com,,Salesforce
11212349,Inactive Investor,Joyce Horn,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,joyce.h@jpmorgan.com,,Salesforce
11181386,Inactive Investor,Elliott Peterson,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",elliott.peterson@prudential.com,,Salesforce
11112199,Inactive Investor,Sebastian Montoya,,Citigroup Global Markets Inc.,,,Salesforce
9590016,,Michael ager,,,magerph24@gmsil.com,,List import
11097091,Inactive Investor,Janet Kohrmann,Senior Vice President;Wealth Advisor,Farther Santee CA Private Residence,,,Salesforce
11016669,Inactive Investor,Logan Legrand,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",logan.legrand@nm.com,,Salesforce
10973253,Inactive Investor,Crockett Dubose,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
10778942,Inactive Investor,Gregory Collins,Managing Director,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,gcollins@rwbaird.com,,Salesforce
10767172,Inactive Investor,Louis Ruta,Financial Advisor;Financial Planning Specialist;First Vice President;Futures Specialist;Global Sports and Entertainment Director,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,louis.ruta@morganstanley.com,,Salesforce
337442,,Jurgen Breuer,Advisor,Pemberton Capital Advisors Llp,juergen.breuer@pembertonam.com,440-207-9939300,Manual List Upload
9610394,,Subham Baga,,,gp1subham@gmail.com,,List import
11161230,Inactive Investor,Nancy Molina,Senior Associate,Morgan Stanley Los Angeles CA 444 S Flower St,nancy.molina@morganstanley.com,,Salesforce
10845981,Inactive Investor,Michael Shebak,Executive Managing Director;Head - Institutional Client Group;Head - Institutional Consulting,"Clearstead, Hartland & Co,. LLC",mshebak@clearstead.com,,Salesforce
11048118,Inactive Investor,Joline Banks,,State Farm VP Management Corp. Walnut Creek CA 313 Lennon Ln,joline.banks.c4b2@statefarm.com,,Salesforce
10945688,Inactive Investor,John Brown,,"M&A Securities Group, Inc. Grand Rapids MI 140 Monroe Center St NW",,,Salesforce
11078864,Inactive Investor,Steven Fisher,,"Horace Mann Investors, Inc. Stockton CA 5250 Claremont Ave",steven.fisher@horacemann.com,,Salesforce
11238971,Inactive Investor,Justin Bogart,,Financial Network Investment Corp,bogartj@ceteranetworks.com,,Salesforce
245366,,Ellison Kandler,"Senior Vice President, Head of Equity So",Syntax Indices,ekandler@syntaxindices.com,15169676159,Manual List Upload
10804782,Inactive Investor,Edward McGowan,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3414 Peachtree Rd NE",ed.mcgowan@wfafinet.com,,Salesforce
10760011,Inactive Investor,Kevin Hoshino,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",kevin.hoshino@ml.com,,Salesforce
11166770,Inactive Investor,Matthew Parnick,,Fidelity Brokerage Services LLC Mckinney TX Private Residence,,,Salesforce
11052073,Inactive Investor,Jason Coroneos,,Country Capital Management Company Libertyville IL 900 Technology Way,jason.coroneos@countryfinancial.com,,Salesforce
11164688,Inactive Investor,Gabriel Aleman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",gabriel.aleman@ml.com,,Salesforce
10989201,Inactive Investor,Erik Gabrich,,MissionSquare Investment Services,egabrich@icmarc.org,,Salesforce
9584762,,Douglas Bauer,,,douglas@allsquarewealth.com,,List import
10780403,Inactive Investor,Jeffrey Currie,Financial Advisor;Vice President,"RBC Capital Markets, LLC Ketchum ID 675 Sun Valley Rd",jeffrey.currie@rbc.com,,Salesforce
199923,,Dehaven Becker,,"Steward Partners Investment Advisory, Llc",dehaven.becker@stewardpartners.com,(970) 206-1174,
211767,,Kelly Greer,Sales,Galaxy digital,kelly.greer@galaxydigital.io,,Content
10972541,Inactive Investor,Samantha Bichsel,,"Raymond James & Associates, Inc.",samantha.bichsel@raymondjames.com,,Salesforce
9577011,,David Christian,,,dchristian@johnsoninv.com,,List import
10857042,Inactive Investor,Karl Anderson,,"Raymond James Financial Services, Inc. Greensboro NC 108 State St",,,Salesforce
11142798,Inactive Investor,Mary Jensen,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Tucson AZ 2560 E 10th St",mary.jensen@tfaconnect.com,,Salesforce
9559225,,Brett Brooks,,,brett.brooks@huntington.com,,List import
10837505,Inactive Investor,Sieglinde Aigner-Crooks,,"Flagship Harbor Advisors, LLC",sieglinde.aigner-crooks@flagshipharbor.com,,Salesforce
11076736,Inactive Investor,William Sterling,Managing Member,"TritonPoint Wealth, LLC",,,Salesforce
9127812,,Eric Jordan,,,eric.jordan@gs.com,,List Import
11053441,Inactive Investor,Jimmy Holderfield,,Country Capital Management Company Jasper AL 301 N Walston Bridge Rd,jimmy.holderfield@countryfinancial.com,,Salesforce
10939261,Inactive Investor,Claudia Lujan,,"Farmers Financial Solutions, LLC Midland TX 3205 W Cuthbert Ave",cperez@farmersagent.com,,Salesforce
11132559,Inactive Investor,David Hou,Financial Advisor;Managing Partner,Evoke Advisors,dhou@evokeadvisors.com,,Salesforce
212133,,Mike McClain,Alternative Investments,LPL,michael.mcclain@lpl.com,6176500231,Organic Search
11067231,Inactive Investor,Alexandar Milovanovich,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",alexandar.milovanovich@wellsfargo.com,,Salesforce
11185646,Inactive Investor,Abby Gross,,NYLIFE Securities LLC Falls Creek PA 52 Main St,agross02@ft.newyorklife.com,,Salesforce
10765891,Inactive Investor,Devon Mackinnon,Registered Client Associate,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",devon.mackinnon@wellsfargo.com,,Salesforce
10788375,Inactive Investor,Anjanie Sriram,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anjanie.c.sriram@jpmorgan.com,,Salesforce
10657575,,Stephen Cousins,,,cousins.stephen@ntrs.com,,List Import
11211545,Inactive Investor,Lance Britt,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10824193,Inactive Investor,Louis Scipione,Chief Compliance Officer;Financial Advisor;Founder;President,"Scipione Wealth Advisors, Inc. Paramus NJ 17 Arcadian Way",lou@scipionewealth.com,,Salesforce
10783534,Inactive Investor,Jill Hahn,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",jill_hahn@ml.com,,Salesforce
10878321,Inactive Investor,Caterina Hayes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10779709,Inactive Investor,Glenn Kolososki,Branch Manager;Government Entity Specialist;Portfolio Director;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,glenn.kolososki@morganstanley.com,,Salesforce
11185378,Inactive Investor,David Lawrence,Financial Advisor,"Willow Creek Wealth Management, Inc.",david.lawrence@willowcreekwealth.com,,Salesforce
11109116,Inactive Investor,Leslie Minton,,Vanguard Marketing Corporation,matthew_minton@vanguard.com,,Salesforce
371188,,Dorothy Abena,,Ghana,estherafriyie199@gmail.com,,source
211639,,Steve Elliott,Analyst,US Gov,elliott08@hotmail.com,,Content
11017869,Inactive Investor,Arleatha Williams,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 26 Main St",arleatha.williams@wfafinet.com,,Salesforce
10917383,Inactive Investor,Michael Woods,,"Osaic Wealth, Inc. Fleming Island FL Private Residence",,,Salesforce
53819,,Kelly Brickner,Lead Financial Consultant,Thrivent Investment Management Inc.,kelly.brickner@thrivent.com,636-542-4042,
10935774,Inactive Investor,James Frazier,,"Pruco Securities, LLC. Greenville SC 31 Boland Ct",james.frazier@prudential.com,,Salesforce
10887160,Inactive Investor,Ryan Edwards,,"Wells Fargo Clearing Services, LLC Johnstown PA 140 Pasquerilla Plz",,,Salesforce
10897401,Inactive Investor,Jose Chaves,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
11205602,Inactive Investor,Stephanie Hosonuma,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",,,Salesforce
11184116,Inactive Investor,John Coleman,First Vice President - Wealth Management,UBS Financial Services Inc. Alpharetta GA 12600 Deerfield Pkwy,john.coleman@ubs.com,,Salesforce
225364,,Jaemin Yi,,[Unknown],ichelseaqi@naver.com,,source
11150633,Inactive Investor,Wai Man Ng,,J.P. Morgan Securities LLC Flushing NY 37-28 Main St,waiman.ng@chase.com,,Salesforce
10436436,,G. Luca DESIATI,,,info@sensiati.lu,,Web Form Fillout
10645067,,Dorothelia Coley,,,dorothelia.boatner@primerica.com,,List Import
9581312,,Zachary Winchester,,,zacharywinchester@synovus.com,,List import
9633643,,Deni Herdiana,,,lantanabotanical@gmail.com,,List import
10802403,Inactive Investor,Keith Swanson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,keith.swanson@ubs.com,,Salesforce
8481052,,John Kratky,,dtcc,jkratky99@gmail.com,(631) 513-3709,List Import
11070371,Inactive Investor,Rick Soukup,,"Cambridge Investment Research, Inc. North Sioux City SD 211 N Sioux Point Rd",,,Salesforce
10920884,Inactive Investor,Maria Washington,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",macevedo@farmersagent.com,,Salesforce
11181377,Inactive Investor,Amaris Turner,Financial Planner,"Pruco Securities, LLC. Clermont FL 481 E Hwy 50",amaris.turner@prudential.com,,Salesforce
10777750,Inactive Investor,Kristopher Kerr,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",kristopher.kerr@ml.com,,Salesforce
10822759,Inactive Investor,Amy Shumaker,,LPL Financial LLC Wappingers Falls NY 1810 South Rd,amy.shumaker@lpl.com,,Salesforce
10917892,Inactive Investor,Samuel Grezaffi,,"Regulus Financial Group, LLC Livonia LA 2993 La Hwy 78",,,Salesforce
248580,,Yuwei Shi,Director of Heavy Civil Construction,Berkshire Hathaway Specialty Insurance,dasrey@gmail.com,,Manual List Upload
10610337,,Huckstadt Lackey,,,lackey@watchtv.net,,Web Form Fillout
10803681,Inactive Investor,Steven Jaenichen,Financial Advisor;Financial Planning Specialist,Morgan Stanley Garden City NY 1200 Franklin Ave,steven.n.jaenichen@morganstanley.com,,Salesforce
10980386,Inactive Investor,Danica Bolton,Associate Wealth Advisor;Director - Operations;Investment Advisor,Financial Harvest Wealth Advisors,danica@financialharvest.com,,Salesforce
10965422,Inactive Investor,Vijay Mehta,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Joliet IL 1550 W Jefferson St",vijay.mehta@ml.com,,Salesforce
10838957,Inactive Investor,Marc Baum,Chief Compliance Officer;Chief Legal Officer;General Counsel,Aetos Alternatives Management,,,Salesforce
10961935,Inactive Investor,Reese Varley,,Cetera Advisor Networks LLC Manassas VA 9265 Corporate Cir,,,Salesforce
11161585,Inactive Investor,Brett Beimers,Financial Advisor,Money Concepts Capital Corp Grand Rapids MI Private Residence,bbeimers@moneyconcepts.com,,Salesforce
10986881,Inactive Investor,Vanessa Lomeli Rocha,,J.P. Morgan Securities LLC Denver CO 63 N Quebec St,vanessa.lomeli-rocha@jpmorgan.com,,Salesforce
11194393,Inactive Investor,David Rapport,Financial Advisor;First Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,david.rapport@morganstanley.com,,Salesforce
9564647,,Annie Kennedy,,,akennedyrealestate@gmail.com,,List import
11015353,Inactive Investor,Kenneth Reid,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10612449,,Thomas Nicolosi,Financial Advisor,,thomas.v.nicolosi@ampf.com,,List Import
11031213,Inactive Investor,Kent Griener,,NYLIFE Securities LLC Metairie LA 3333 W Napoleon Ave,kgriener@ft.newyorklife.com,,Salesforce
10754765,Inactive Investor,Jessica Wedge,,Neuberger Berman BD LLC,jwedge@nb.com,,Salesforce
9520524,,Mohd Zaini Razak,,,mozark63@yahoo.com,,Web form fillout
10882254,Inactive Investor,Arthur Mckee,Founder;Owner,"McKee Investment Planning, Inc. Clermont FL 18130 W Apshawa Rd",art@mckeeinvestments.com,,Salesforce
230710,, -,,[[Unknown]],bcadams75@yahoo.com,,
10869083,Inactive Investor,Austin Cook,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10876331,Inactive Investor,Jon Qualls,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10930721,Inactive Investor,Craig Lundquist,Vice President;Wealth Management Advisor,LPL Financial LLC Saint Paul MN 8499 Tamarack Rd,craig.lundquist@lpl.com,,Salesforce
10614702,,Jonathan Moskowitz,"Financial Advisor, Senior Vice President",,jon.moskowitz@morganstanley.com,,List Import
11154953,Inactive Investor,Prapada Kanjanachusak,,Citigroup Global Markets Inc.,,,Salesforce
150614,,Andrew Knobbe,,[Unknown],andrew.knobbe@gmail.com,,source
5333031,,David Hennig,,Private Investor,skidmh@gmail.com,6037483434,Web Form Fillout
10959878,Inactive Investor,William Gordon,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,william.gordon@fidelity.com,,Salesforce
11210590,Inactive Investor,Dylan Unger,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,dylan.unger@fmr.com,,Salesforce
9600072,,David Roberts,,,droberts@heritagewealth.net,,List import
9560724,,Eric Owems,,,ericbradley30817@gmail.com,,List import
10993987,Inactive Investor,Maria Avalos,,J.P. Morgan Securities LLC San Luis AZ 623 N Main St,maria.avalos@jpmorgan.com,,Salesforce
10816683,Inactive Investor,Mark Benesh,Financial Advisor,"Pruco Securities, LLC. Bismarck ND 521 E Main Ave",mark.benesh@prudential.com,,Salesforce
11085851,Inactive Investor,Joseph Guglielmo,,NYLIFE Securities LLC White Plains NY 44 S Broadway,jguglielmo@eaglestrategies.com,,Salesforce
10840498,Inactive Investor,Brett Bumgarner,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",brett.bumgarner@nm.com,,Salesforce
9550161,,Richard M,,,richard@richardmangal.com,,List import
11143042,Inactive Investor,Racquel Nakata,,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",racquel.nakata@equitable.com,,Salesforce
10945117,Inactive Investor,Bevon King,Associate,Edward Jones Fort Lauderdale FL 111 N Pine Island Rd,bevon.king@edwardjones.com,,Salesforce
10929580,Inactive Investor,James Dempsey,Financial Advisor,"Centennial Securities Company, Inc.",jimd@centennialsec.com,,Salesforce
10614916,,Philip Carter,"Director - Alternative Investments, Financial Advisor, Portfolio Manager, Vice President",,philip.carter@morganstanley.com,,List Import
10894719,Inactive Investor,Adam Fischer,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 655 Metro Pl S",,,Salesforce
11209985,Inactive Investor,Shane Skinner,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",shane.skinner@schwab.com,,Salesforce
9638680,,Hiroshi Sakata,,,sakata.hc@om.asahi-kasei.co.jp,,List import
11008758,Inactive Investor,Izabella Pardinho,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,ifpardinho@ft.newyorklife.com,,Salesforce
11212365,Inactive Investor,Jeffery Noe,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",jdnoe@firstcommand.com,,Salesforce
10985566,Inactive Investor,Keaton Morehead,,"Raymond James Financial Services, Inc. Salt Lake City UT 231 S 1300 E",keaton.morehead@raymondjames.com,,Salesforce
11135514,Inactive Investor,Ping Zhang,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,zhangp@ft.newyorklife.com,,Salesforce
79194,,Brandon Seifert,Branch Auditor,"Securities America Advisors, Inc.",brandon.seifert@securitiesamerica.com,800-747-6111,
9566140,,Rick Goodwyn,,,rgoodwyn@mindspring.com,,List import
143273,,Kevin Hippolyte,,[Unknown],krunchybanana@gmail.com,,source
85825,,Pongsathorn Madtukang,,Thailand,pstguitarman@gmail.com,,
11236044,Inactive Investor,James Councill,,"Cambridge Investment Research, Inc. Franklin VA 407 N Main St",,,Salesforce
9630416,,Jean Michel Marra,,,jmarra53@gmail.com,,List import
11071802,Inactive Investor,Jack Amran,,"Allstate Financial Services, LLC Burbank CA 9795 Cabrini Dr",jackamran@allstate.com,,Salesforce
10793349,Inactive Investor,Jonathan Spacher,,NYLIFE Securities LLC Victor NY 209 High Point Dr,jspacher@ft.newyorklife.com,,Salesforce
10901509,Inactive Investor,Samuel Reid,Senior Financial Advisor,Charter Oak Capital Management,,,Salesforce
11001351,Inactive Investor,Lucas Bueno,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10819267,Inactive Investor,Melina Patatoukas,Senior Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10906988,Inactive Investor,Melissa Saxton,Partner;Private Wealth Manager,Creative Planning San Diego CA 12760 High Bluff Dr,melissa.saxton@creativeplanning.com,,Salesforce
11217125,,James Grooms,,,jgrooms@stephens.com,,Other
11156319,Inactive Investor,Amy Barnes,Investment Advisor Representative,"Osaic Institutions, Inc. Springfield IL 322 E Capitol Ave",,,Salesforce
10802515,Inactive Investor,Joseph Larocca,,"Garden State Securities, Inc.",jlarocca@gardenstatesecurities.com,,Salesforce
10769784,Inactive Investor,John Kokubo,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,john.kokubo@morganstanley.com,,Salesforce
11203054,Inactive Investor,Kimberly Guida,Chief Executive Officer;Member;President;Vice President,"A Better Way Financial, LLC Whitehall PA 5290 W Coplay Rd",kimberly@abetterwayfinancial.com,,Salesforce
10925045,Inactive Investor,Jacob Tuinstra,,LPL Financial LLC Grandville MI 3900 Chicago Dr SW,,,Salesforce
9605297,,Joseph Natoli,,,jnatoli@federatedinv.com,,List import
10962546,Inactive Investor,Katherine Jindra,,"Packerland Brokerage Services, Inc. Brunswick OH 1212 Pearl Rd",katherine_jindra@packerlandbrokerage.com,,Salesforce
10954757,Inactive Investor,Kimberly Osowsky,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10897170,Inactive Investor,Alexander Stallone,,Goldman Sachs & Co.,,,Salesforce
11204368,Inactive Investor,Tara Viehman,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
1002122,Inactive Investor,Kenneth Polk,"Founder, CEO & CIO",Arlington Family Offices,kpolk@arlingtonpartners.com, +1 205 488 4300,
11006555,Inactive Investor,William Quan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",william.quan@ml.com,,Salesforce
9637770,,Richard Templi,,,1dicktemplin@gmail.com,,List import
11141889,Inactive Investor,Ethan Friedman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",ethan.friedman@ml.com,,Salesforce
10980989,Inactive Investor,Jonathon Ferguson,Founder;Investment Advisor Representative;Owner,FG Financial,jonathon@fg-financial.com,,Salesforce
10806931,Inactive Investor,John Nielsen,,Cetera Advisor Networks LLC Thousand Oaks CA 200 N Westlake Blvd,nielsenj@ceteranetworks.com,,Salesforce
10948226,Inactive Investor,Sarah Jefferson,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Rome GA 1605 Martha Berry Blvd NW",sarah.jefferson@benjaminfedwards.com,,Salesforce
11152664,Inactive Investor,Hunter Walters-Mccarthy,Investment Advisor Representative,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",,,Salesforce
10910479,Inactive Investor,Elizabeth Cillo,Director;Wealth Advisor,"BBR Partners, LLC",,,Salesforce
11093998,Inactive Investor,Lynne Page,Financial Advisor,Edward Jones Fairview OR 21901 NE Halsey St,lynne.page@edwardjones.com,,Salesforce
11134571,Inactive Investor,Thomas Stuhlsatz,Branch Manager,"Raymond James & Associates, Inc. Albuquerque NM 6565 Americas Pkwy NE",tom.stuhlsatz@raymondjames.com,,Salesforce
10987356,Inactive Investor,James Rebecca,,"Farmers Financial Solutions, LLC Glenview IL 3633 W Lake Ave",james.crebecca@farmersagency.com,,Salesforce
9563879,,Kenneth Doerr,,,kdoerr@auour.com,,List import
10985881,Inactive Investor,Bing Cai,,"Transamerica Financial Advisors, Inc Burlingame CA 500 Airport Blvd",b.cai@transamerica.com,,Salesforce
11025104,Inactive Investor,Kyle Aubry,,State Farm VP Management Corp. Richardson TX 1415 State St,kyle.aubry.rdy0@statefarm.com,,Salesforce
10990752,Inactive Investor,Stephen Kennedy,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",stephen.kennedy@nm.com,,Salesforce
10919559,Inactive Investor,John Boyle,Managing Director,"Stifel Independent Advisors, LLC Landrum SC 910 E Rutherford St",jboyle@stifelindependence.com,,Salesforce
11166379,Inactive Investor,Luke Adams,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
9632221,,Paul Sugumar,,,psugumar26@gmail.com,,List import
11065142,Inactive Investor,David Redfern,,"Avantax Investment Services, Inc. San Diego CA 4780 Mission Blvd",,,Salesforce
11220850,,John Sides,,,jsides@richmondcap.com,,List Import
146716,,Tyler Sherwin,,[Unknown],tsherwin@crossriver.com,,Event
9619615,,Ronnie Hicks,,,rmhicks@protonmail.com,,List import
11112617,Inactive Investor,Nathan Gingrich,,Fidelity Brokerage Services LLC Katy TX 23233 Cinco Ranch Blvd,,,Salesforce
230109,,dm -,,ms,david.maharam@ms.com,,
10782049,Inactive Investor,Robert Guthrie,Financial Advisor,"Wells Fargo Clearing Services, LLC Burlington VT 180 Battery St",robert.guthrie@wellsfargoadvisors.com,,Salesforce
237742,,Robert -,,Robert [[Unknown]],rboltz675@gmail.com,,Content
10656236,,Wayne Lockwood,,,wlockwood@zacks.com,,List import
10794476,Inactive Investor,Joseph Deandrea,,"Bill Few Associates, Inc.",,,Salesforce
10596467,,[Unknown],,,corey.behm@raymondjames.com,,Web Form Fillout
2892055,,Shahram Mirzayi,,,shahrammirzayi71@gmail.com,,
11187816,Inactive Investor,Ryan Shoop,,"Westminster Financial Securities, Inc. Westlake OH 1991 Crocker Rd",rshoop@westminsterfinancial.com,,Salesforce
11025728,Inactive Investor,John Antonakis,,"Wells Fargo Clearing Services, LLC Branford CT 840 Main St",,,Salesforce
9588181,,Jeremy Strong,,,jeremy.strong@fidelity.com,,List import
11187624,Inactive Investor,Richard Sloss,Financial Advisor,Edward Jones Torrance CA 21515 Hawthorne Blvd,dustin.sloss@edwardjones.com,,Salesforce
11006483,Inactive Investor,Russell Price,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,russell.price@ubs.com,,Salesforce
228014,, -,,[[Unknown]],syedshahzaib1155@gmail.com,,
243290,,Devon Klumb,Advisor Sales Manager,Betterment for Advisors,devon.klumb@betterment.com,855 9065280,Manual List Upload
10947621,Inactive Investor,Nicholas Hyland,,Vanguard Marketing Corporation,nicholas_hyland@vanguard.com,,Salesforce
11191697,Inactive Investor,Michael Frayman,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",michael.frayman@raymondjames.com,,Salesforce
11139566,Inactive Investor,David Gillette,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.gillette@fidelity.com,,Salesforce
233906,, -,,[[Unknown]],mjpgildea@gmail.com,,Organic Search
151129,,Kevin Simms,,[Unknown],simmsreal09@gmail.com,,
5982673,,Core Hock,,,hockcore@gmail.com,,Web Form Fillout
9608413,,Patrick Reed,,,patricknpwr@gmail.com,,List import
238327,,ykmobrs1bp@thejoker5.com -,,ykmobrs1bp@thejoker5.com ykmobrs1bp@thejoker5.com,ykmobrs1bp@thejoker5.com,,
11227292,,Lucas Bennice,,,lbennice@gelbergroup.com,,Web Form Fillout
10828984,Inactive Investor,Timothy Muller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11122977,Inactive Investor,Stephan Edwards-Thomas,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,sledwardstho@ft.newyorklife.com,,Salesforce
93569,,Kelly Smith,"Founder, Principal",K R Financial Llc,kryan@krfinancial.com,609-924-2500,Manual List Upload
11096145,Inactive Investor,Christopher Devries,,Country Capital Management Company Rogers MN 13355 George Weber Dr,chris.devries@countryfinancial.com,,Salesforce
10980470,Inactive Investor,Jalen Hall,,"Ameriprise Financial Services, LLC Portland OR 10220 SW Greenburg Rd",jalen.hall@ampf.com,,Salesforce
11134957,Inactive Investor,Harold Wainwright,,Stonex Securities Inc. Louisville KY 9520 Ormsby Station Rd,harold.wainwright@saswealth.com,,Salesforce
10489161,,Christopher Perry,Retirement Advisor,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",cperry@tiaa.org,,List Import
9544937,,Jagdeep Sahni,,,sahnij@yahoo.com,,List import
9625448,,Omid Eslami,,,omid.eslami@ucalgary.ca,,List import
10921153,Inactive Investor,Andre Venter,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10952601,Inactive Investor,Leslie Bell,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
11221010,,Olga Lee,,,olgalee@montagwealth.com,,List Import
10818130,Inactive Investor,Mark Kania,Associate Vice President;Complex Risk Officer,Morgan Stanley New York NY 1633 Broadway,mark.kania@morganstanley.com,,Salesforce
11129021,Inactive Investor,Michael Rule,Managing Director,Quint Capital Corporation,mrule@quintcapital.com,,Salesforce
9557328,,Montree Sraiphet,,,songsamsi@gmail.com,,List import
10800054,Inactive Investor,Byron Cardwell,,"Pruco Securities, LLC. Kokomo IN 2920 S Lafountain St",byron.cardwell@prudential.com,,Salesforce
11220783,,Christopher Revak,,,chris@your-financial-lifeguard.com,,Other
10911546,Inactive Investor,Christopher Wells,,Victory Financial Liberty Hill TX Private Residence,chris@victoryfinancialgroup.com,,Salesforce
9604820,,Wayne Thomson,,,w.thomson78@gmail.com,,List import
10850927,Inactive Investor,Lynn Orr,President,"Lynn H. Orr Capital Management Group, Inc. Marco Island FL 1857 San Marco Rd",lynnorr@lhocmg.com,,Salesforce
9596752,,William Howard,,,whoward@whcfa.com,,List import
10487646,,Peter Samuelson,Financial Advisor,"Ameriprise Financial Services, LLC",peter.a.samuelson@ampf.com,,List Import
9614701,,chen xiansheng,,,1005160851@qq.com,,List import
10959429,Inactive Investor,Tara Isbelle,,The Huntington Investment Company Madison OH 6565 N Ridge Rd,tara.isbelle@huntington.com,,Salesforce
11116066,Inactive Investor,Jason Pate,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
10851917,Inactive Investor,Corey Caron,Managing Director,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",corey.caron@nm.com,,Salesforce
11069363,Inactive Investor,Kenneth Frenke,Financial Planner;President,Kenneth Frenke & Co,kenfrenke@frenke.com,,Salesforce
10806960,Inactive Investor,Mary Ellison,Financial Advisor,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",betsy.ellison@lfg.com,,Salesforce
9557805,,Sunil Setia,,,sunil.setia@suntrust.com,,List import
10696211,,Kevin Guerette,,Ultimus Fund Solutions,kguerette@ultimusfundsolutions.com,,List Import
10771473,Inactive Investor,James Ehrenkrook,,"Independent Financial Group, LLC Saint Paul MN 4647 White Bear Pkwy",,,Salesforce
10809185,Inactive Investor,Donald Griffith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,donald.griffith@fidelity.com,,Salesforce
345756,,David Allen,Manager,Landmark Realty Advisors Llc,david.allen@landmarkpartners.com,860-651-9760,Manual List Upload
10966883,Inactive Investor,Annie Toy,,Cetera Investment Services LLC Cupertino CA 10480 S De Anza Blvd,,,Salesforce
11103958,Inactive Investor,Valarie Minetos,,LPL Financial LLC Houston TX 1330 Gemini St,valarie.minetos@lpl.com,,Salesforce
44344,,Maxwell Madsen,"Financial Planner, Investment Advisor Representative","MML Investors Services, LLC",maxwellmadsen@financialguide.com,801-453-2235,
11046895,Inactive Investor,Benjamin Wolfe,Financial Associate,Thrivent Investment Management Inc. Watertown WI 116 S 3rd St,benjamin.wolfe@thrivent.com,,Salesforce
9567561,,James Hanson,,,jehanson@roadrunner.com,,List import
10799515,Inactive Investor,Lionel Rivera,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. El Paso TX 4503 N Mesa St",lionel.rivera@raymondjames.com,,Salesforce
11159959,Inactive Investor,William Harris,Chief Compliance Officer;Co-Founder;Director;President;Treasurer,WH Cornerstone Investments Inc.,wharris@whcornerstone.com,,Salesforce
9615604,,Chen Peng,,,358848767@qq.com,,List import
10604429,,Kimberly Wilhelm,Consultant,File the Pile,kim@filethepile.org,704-965-2765,List Import
9620345,,Denzel Walters,,,denzel@cgventures.co.uk,,List import
10994311,Inactive Investor,Timothy Figueroa,Investment Advisor,"Axxcess Wealth Management, LLC Santa Barbara CA 1203 De la Vina St",,,Salesforce
11207901,Inactive Investor,Melanie McNeel,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,melanie.mcneel@morganstanley.com,,Salesforce
10657454,,Roberto Ayala Salcedo,,,rsalcedo@insightamericas.net,,List Import
10857915,Inactive Investor,Robert Villarreal,,Country Capital Management Company Green Valley AZ 101 S la Canada Dr,robert.villarreal@countryfinancial.com,,Salesforce
10970830,Inactive Investor,Maisha Mertune,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,mastrong@ft.newyorklife.com,,Salesforce
11030859,Inactive Investor,Charles Crawford,,"Raymond James Financial Services, Inc. Urbana IL 201 W Main St",charles.crawford@raymondjames.com,,Salesforce
11156578,Inactive Investor,Frederic Dupree,Vice President - Investments,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",ric.dupree@raymondjames.com,,Salesforce
11071605,Inactive Investor,Joseph Graziano,Wealth Management Partner,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
11000337,Inactive Investor,Ilirian Mujovic,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",ilirian.mujovic@equitable.com,,Salesforce
11070720,Inactive Investor,Melissa Seitchek,,"TIAA-CREF Individual & Institutional Services, LLC Center Valley PA 3477 Corporate Pkwy",melissa.seitchek@tiaa.org,,Salesforce
10935752,Inactive Investor,John Chervick,,"Fortune Financial Services, Inc. New Brighton PA 1010 3rd Ave",jc3@fortunefinancialservices.com,,Salesforce
11054227,Inactive Investor,Christopher Huff,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11100770,Inactive Investor,Stephen Weathers,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",p.weathers@ml.com,,Salesforce
10975898,Inactive Investor,William Pruett,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11108054,Inactive Investor,James Lennon,Private Client Advisor,J.P. Morgan Securities LLC Renton WA 150 Logan Ave S,,,Salesforce
11996,,Allan Watson,,[[Unknown]],allan.watson@nyctradingfloor.com,,Initial Salesforce Import
11205265,Inactive Investor,Daniel Mackey,Financial Planner,LPL Financial LLC Fort Collins CO 4703 Boardwalk Dr,dan.mackey@lpl.com,,Salesforce
225872,, -,,[[Unknown]],johnsiegarrett@gmail.com,,Initial Salesforce Import
9560316,,John Curvin,,,jcurvin@financialguide.com,,List import
9588903,,Ellen Safir,,,esafir@ncallc.com,,List import
11027312,Inactive Investor,Victor Reidenbach,,"Equity Services, Inc. Coshocton OH 147 S 2nd St",vreidenbach@nationallife.com,,Salesforce
10912128,Inactive Investor,Michael Schoettmer,Client Associate,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,michael.schoettmer@ubs.com,,Salesforce
11044207,Inactive Investor,Richard Brennan,,HSBC Securities (USA) Inc. Scarsdale NY 901 Central Park Ave,rich.a.brennan@us.hsbc.com,,Salesforce
11010726,Inactive Investor,Michael Reyes,Financial Advisor,Park Avenue Securities LLC Garden City NY 900 Stewart Ave,michael_reyes@glic.com,,Salesforce
11113652,Inactive Investor,Mary Baier,,"Fortune Financial Services, Inc. South Williamsport PA Private Residence",,,Salesforce
10904967,Inactive Investor,Jason Goldstein,,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",jasongoldstein@financialguide.com,,Salesforce
337761,,Michael Sollicito,Chief Operating Officer,"Newfleet Asset Management, Llc",msollicito@newfleet.com,877-332-8172,Manual List Upload
10774272,Inactive Investor,Joseph Coffey,,"Wells Fargo Clearing Services, LLC New York NY 500 W 33rd St",,,Salesforce
9581951,,Alejandro Nazario,,,alejandro@tos-advisors.com,,List import
11087394,Inactive Investor,Jeffrey Greendorfer,,PFS Investments Inc. Santa Rosa CA 2790 Coleman Glen Ln,jeffrey.greendorfer@primerica.com,,Salesforce
11208532,Inactive Investor,Randall Givens,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",randy.givens@schwab.com,,Salesforce
10992069,Inactive Investor,Ryan Jurgensmeier,,"Osaic Wealth, Inc. Topeka KS 2813 SW Westport Plaza Dr",,,Salesforce
11009323,Inactive Investor,Jordan Scheer,,William Blair Atlanta GA 3060 Peachtree Rd NW,jscheer@williamblair.com,,Salesforce
9585272,,ARDA KAAN ALPMAN,,,alpmanarda@gmail.com,,List import
10386504,,Edward Houser,,,longeddy@yahoo.com,,Web Form Fillout
10909674,Inactive Investor,Paul Fox,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,paul_fox@vanguard.com,,Salesforce
10974719,Inactive Investor,Chad Kolberg,,LPL Financial LLC Pewaukee WI Private Residence,chad.kolberg@lpl.com,,Salesforce
9556948,,daniel oloumi,,,oloumi@ualberta.ca,,List import
11049081,Inactive Investor,Michael Hug,,Infinity Financial Services Brookfield WI 200 S Executive Dr,mhug@8financial.com,,Salesforce
9561699,,Francisco -,,,pacosantos.72@gmail.com,,List import
9615464,,Lara Banks,,,lbanks@makenacap.com,,List import
340949,,Pam Steves,,"Atlasmark Financial, Inc.",pam@eip.net,512-258-4040,Manual List Upload
11086866,Inactive Investor,David Colliton,Regional Leader,PFS Investments Inc. Brookfield WI 330 S Executive Dr,david.colliton@primerica.com,,Salesforce
10860059,Inactive Investor,John Gillespie,President,"Wealth Management Services of Austin, LLC",,,Salesforce
9589676,,Hung Nguyen,,,hnguyen@guardianfinancialpartners.com,,List import
10866813,Inactive Investor,Vladimir Gorlinsky,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,vgorlinsky@allianceg.com,,Salesforce
11156138,Inactive Investor,Bryan Keating,,LPL Financial LLC West Des Moines IA 7601 Office Plaza Dr N,bryan.keating@lpl.com,,Salesforce
10613048,,Roderick Jones,"Senior Financial Advisor, Vice President",,roderick.jones@ml.com,,List Import
11153196,Inactive Investor,Robert Gerichs,,"Raymond James Financial Services, Inc. Eagle ID 553 S Fitness Pl",robert.gerichs@raymondjames.com,,Salesforce
9568381,,Nicholas -,,,nmsesq@gmail.com,,List import
9582513,,Louis Halper,,,louis@firstchoicefire.com,,List import
10823153,Inactive Investor,David Henriquez,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,david.henriquez@jpmorgan.com,,Salesforce
1004990,Inactive Investor,Grant Boatman,,Grant Boatman,grant@nicotineriver.com,,
10788462,Inactive Investor,Krishnan Ramachandran,Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,krishnan.ramachandran@morganstanley.com,,Salesforce
10924066,Inactive Investor,Michelle Hur,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,michelle.choi@fmr.com,,Salesforce
10855966,Inactive Investor,Anthony Scibetta,Chief Compliance Officer;Managing Member,"Garden State Retirement Specialists, LLC",,,Salesforce
10778218,Inactive Investor,Robert Friedmann,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Naples FL 3777 Tamiami Trl N",friedmannr@stifel.com,,Salesforce
9627840,,jaegun shin,,,awesome2nite@gmail.com,,List import
49089,,Jeremy Robson,Vice President - Advisory Services,"Securities America Advisors, Inc.",jeremy.robson@securitiesamerica.com,800-747-6111,
11260070,Inactive Investor,Keiontrey Banks,,J.P. Morgan Securities LLC Lakewood OH 14615 Detroit Ave,,,Salesforce
9616391,,Taylor Anderson,,,tay_hockey_6@hotmail.com,,List import
11034077,Inactive Investor,Loretta Pulido,,PFS Investments Inc. Mount Vernon WA 2021 E College Way,loretta.pulido@primerica.com,,Salesforce
10603773,,Ravenel Curry,"Chief Executive Officer, Chief Investment Officer, Founder, Managing Director",Eagle Capital Management LLC,rcurry@eaglecap.com,,List Import
10920305,Inactive Investor,Laura Ash,,State Farm VP Management Corp. Oregon WI 797 Market St,laura.ash.p4hq@statefarm.com,,Salesforce
9636043,,Bruce Quinn,,,bruce@equityresources.com,,List import
10884678,Inactive Investor,Woodrow Uible,Principal;Wealth Advisor,Bartlett & Co. Wealth Management LLC,wuible@bartlett1898.com,,Salesforce
10830349,Inactive Investor,Andrew Ruboyianes,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,andrew.ruboyianes@ubs.com,,Salesforce
11175438,Inactive Investor,Hien Nguyen,,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,michelle.tt.nguyen@chase.com,,Salesforce
10847011,Inactive Investor,Scott Faye,,Cetera Advisor Networks LLC Tarrytown NY 303 S Broadway,,,Salesforce
739,,,,,paultester250@gmail.com,,
10821601,Inactive Investor,Mark Thompson,,"Saxony Securities, Inc.",mthompson@saxonysecurities.com,,Salesforce
9567130,,Martha Reynolds,,,mreynolds@ftb.com,,List import
11088091,Inactive Investor,Jeffrey Leppert,Managing Member,Market Street Wealth Management,jleppert@marketstreetwealth.net,,Salesforce
1003251,Inactive Investor,Kay Torshen,President,Torshen Capital Management,ktorshen@torshencapital.com,1-312-274-0200,3rd Party Lead Gen
11197105,Inactive Investor,Karen Malchione,Senior Wealth Advisor,Clariti Wealth Advisors,kmalchione@sdfinancialadvisors.com,,Salesforce
11172374,Inactive Investor,Paul Bryan,,J.P. Morgan Securities LLC Middletown NY 440 Rte 211 E,paul.bryan@jpmorgan.com,,Salesforce
9622108,,Hwang Tae hwan,,,luke971210@naver.com,,List import
10756312,Inactive Investor,Linda Zheng,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,linda.zheng@morganstanley.com,,Salesforce
10785061,Inactive Investor,Sheri Garzon,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",sheri.garzon@schwab.com,,Salesforce
10855596,Inactive Investor,David Stern,Financial Advisor,LPL Financial LLC West Warwick RI 1300 Division Rd,,,Salesforce
240050,,Kendra Farrar,Loan Officer,Investment Management Group,kfarrar@stockmanbank.com,406-655-3960,Manual List Upload
191855,,Carrie Strongheart,,"ISC Advisors, Inc.",astrongheart@iscgroup.com,,
10851417,Inactive Investor,Timothy Bellars,Wealth Manager,Consolidated Planning Corporation Virginia Beach VA 4429 Bonney Rd,tbellars@cpcadvisors.com,,Salesforce
9645451,,Louis d'Origny,,,louis.dorigny@googlemail.com,,List import
10896817,Inactive Investor,Matthew Morrell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
153916,,Viktor Garner,,[Unknown],spicerack_7@yahoo.com,,
10993275,Inactive Investor,Alma Agastra,,"U.S. Bancorp Investments, Inc. Ballwin MO 15839 Manchester Rd",,,Salesforce
11115061,Inactive Investor,John Clayton,,"Frost Brokerage Services, Inc. Fort Worth TX 640 Taylor St",john.clayton@frostbank.com,,Salesforce
11161467,Inactive Investor,Hugh Osnowitz,Senior Resident Director - Wealth Management;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",hdavid_osnowitz@ml.com,,Salesforce
11101003,Inactive Investor,Brian Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Oswego OR 522 A Ave",,,Salesforce
10863698,Inactive Investor,Anthony Digiovanni,Chief Investment Officer;Managing Partner;Regulatory Contact,White Pine Investment Co,tonyd@wpinv.com,,Salesforce
10890605,Inactive Investor,Brian Randall,Associate Vice President,"Benjamin F. Edwards & Company, Inc.",brian.randall@benjaminfedwards.com,,Salesforce
10963914,Inactive Investor,Jacquelynn Kill,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
11011441,Inactive Investor,Katie Vanauken,,LPL Financial LLC Johnson City NY 100 Pavillion Rd,katie.vanauken@lpl.com,,Salesforce
10816887,Inactive Investor,Andres Marek,International Client Advisor;Managing Director,Morgan Stanley San Diego CA 101 W Broadway,andres.marek@morganstanley.com,,Salesforce
10604370,,Maryann Diamond,Financial Advisor,Thurston Springer Financial,mdiamond@thurstonspringer.com,18283680655,List Import
6334128,,Susan l Boer,,,susanlboer@sport.com,,Web Form Fillout
9555967,,Beth Fleming-Brown,,,beth.fleming-brown@lfg.com,,List import
11104689,Inactive Investor,Sean Ormond,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10880928,Inactive Investor,Ralph Teppe,,LPL Financial LLC San Diego CA 4707 Executive Dr,kirk.teppe@lpl.com,,Salesforce
11223229,,Michael Friel,,,michael.friel@blackrock.com,,List Import
9637212,,Adam Weinstein,,,adam@newmountaincapital.com,,List import
10901399,Inactive Investor,Samantha Witthoft,Financial Advisor,"Ameriprise Financial Services, LLC Lake Elmo MN 12435 55th St N",samantha.witthoft@ampf.com,,Salesforce
9633729,,Pongsakorn Kongyoo,,,praarpro130936@gmail.com,,List import
94923,,Richard Koay,,Port Neko AM,richardkoay1986@gmail.com,501116328,
10855099,Inactive Investor,Jessica Brannan,Client Service Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,jessica.brannan@morganstanley.com,,Salesforce
10766497,Inactive Investor,Virginia Guy,Senior Wealth Advisor,Neuberger Berman BD LLC West Palm Beach FL 525 Okeechobee Blvd,vguy@nb.com,,Salesforce
10798746,Inactive Investor,Albert Languet,Financial Advisor,LPL Financial LLC Waterville ME 129 Silver St,albert.languet@lpl.com,,Salesforce
10915499,Inactive Investor,Michael Wallach,,"Allstate Financial Services, LLC Pasadena MD 2608 Mountain Rd",mwallach@allstate.com,,Salesforce
10951533,Inactive Investor,Rosalina Flores,,PFS Investments Inc. Farmington MI 31275 Northwestern Hwy,rosalina.flores@primerica.com,,Salesforce
10946566,Inactive Investor,Andrei Bobleaga,,J.P. Morgan Securities LLC Placentia CA 670 N Rose Dr,andrei.bobleaga@chase.com,,Salesforce
11153857,Inactive Investor,Joaquin Cervantes,Private Client Advisor,J.P. Morgan Securities LLC College Station TX 919 William D Fitch Pkwy,joaquin.cervantes@jpmorgan.com,,Salesforce
10834027,Inactive Investor,Frederic Wheeler,Chief Investment Officer,"Friedenthal Financial, LLC",frederic@friedenthalfinancial.com,,Salesforce
10804059,Inactive Investor,Jordan Coomes,Financial Advisor,Edward Jones Madisonville KY 1470 Chelsa Dr,jordan.coomes@edwardjones.com,,Salesforce
340485,,Donald Hawks,"Member, managing Director",Brookside Equity Partners Llc,dhawks@brooksidegrp.com,203-595-4520,Manual List Upload
9563232,,Amir Paghar,,,amir.paghar@yahoo.com,,List import
11209178,Inactive Investor,Harsh Kumar,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10878837,Inactive Investor,David Lee,Manager,Neuberger Berman BD LLC,david.lee@nb.com,,Salesforce
11158131,Inactive Investor,Eric Robson,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10981900,Inactive Investor,Frederick Assih,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
201868,,Douglas Lowe,,"Mycio Wealth Partners, Llc",douglas.lowe@myciowp.com,,
10900418,Inactive Investor,Devon Alexander,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11077914,Inactive Investor,Maximillian Murphy-Sanchez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 2163 N Clybourn Ave",,,Salesforce
11151313,Inactive Investor,Trevor Fawley,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Washington PA 1150 Washington Rd",trevor.j.fawley@ampf.com,,Salesforce
9540870,,Frank Fernandes,,,wenfern89@yahoo.com,,List Import
11004797,Inactive Investor,Daniel Lawrence,,"First Command Brokerage Services, Inc. Leavenworth KS 417 S 2nd St",delawrence@firstcommand.com,,Salesforce
11136650,Inactive Investor,Kaleigh Melton,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",,,Salesforce
11097894,Inactive Investor,Nathan Vought,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",,,Salesforce
11063306,Inactive Investor,Michael Williams,Financial Advisor,LPL Financial LLC Clearwater FL 2849 Executive Dr,m.e.williams@lpl.com,,Salesforce
11161657,Inactive Investor,Brandon Fraley,Branch Manager;Financial Advisor;First Vice President;Portfolio Manager,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",brandon.fraley@morganstanley.com,,Salesforce
11096916,Inactive Investor,Jimmy Jackson,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,jimmy.jackson@primerica.com,,Salesforce
11195723,Inactive Investor,Raymond Farah,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",raymond.l.farah@ampf.com,,Salesforce
10611965,,Timothy Daly,"Executive Vice President, Financial Advisor",,tdaly@janney.com,,List Import
10921922,Inactive Investor,Glenn Galloway,,LPL Financial LLC Keene NH 17 Wilder St,glenn.galloway@lpl.com,,Salesforce
10846175,Inactive Investor,Michelle Schiro,Financial Advisor,"RBC Capital Markets, LLC San Francisco CA 345 California St",michelle.levy@rbc.com,,Salesforce
10807984,Inactive Investor,Gregory Desisto,Manager;Managing Principal;Senior Consultant,Prime Buchholz LLC,,,Salesforce
9954344,,Jason Puskas,,,Jason.f.puskas@gmail.com,,Web form fillout
11169783,Inactive Investor,Sophia Wible,,Jefferies LLC,swible@jefferies.com,,Salesforce
11043701,Inactive Investor,Abilene Maldonado Delgado,,J.P. Morgan Securities LLC Allen TX 190 E Stacy Rd,abilene.maldonado-delgado@jpmorgan.com,,Salesforce
10828132,Inactive Investor,Edward Spiegel,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Barrington IL 760 W Main St,edward.spiegel@morganstanley.com,,Salesforce
11059821,Inactive Investor,Marie-Danielle Gachelin,,J.P. Morgan Securities LLC Plano TX 6201 W Park Blvd,marie-danielle.gachelin@jpmorgan.com,,Salesforce
9579303,,Neha Patel,,,neha@ipexusa.com,,List import
10860581,Inactive Investor,Lam Giang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Irvine CA 930 Roosevelt",lam.giang@tfaconnect.com,,Salesforce
11209325,Inactive Investor,Murray Taschner,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",murray.taschner@empower.com,,Salesforce
11195210,Inactive Investor,Christopher Brawley,,"GLP Investment Services, LLC South Haven MI 256 Center St",,,Salesforce
9557165,,Patrice Davis,,,patrice.e.davis@suntrust.com,,List import
9634995,,Elder Granger,,,elder@arsenalvp.com,,List import
10774787,Inactive Investor,Charleen Gustafson,Senior Registered Associate,Morgan Stanley Mandeville LA 1261 W Causeway Approach,charleen.gustafson@morganstanley.com,,Salesforce
10870904,Inactive Investor,Stephen Valelly,Managing Director,XO Wealth Management,steve@xowealth.com,,Salesforce
9549508,,Stephanie Hicks,,,stephanie.hicks@transamerica.com,,List import
10505953,,Chi Jiaa,manager,broadcom,jiaachi@gmail.com,(408) 620-0886,List import
10604569,,Tyler Chapman,financial advisor,UBS Financial Services Inc.,tyler.chapman@ubs.com,201-352-3000,List Import
10800409,Inactive Investor,Bill Trammell,Financial Advisor,Edward Jones Edmond OK 1325 S Bryant Ave,bill.trammell@edwardjones.com,,Salesforce
11096462,Inactive Investor,Iveliz Colon,,PFS Investments Inc. New York NY 301 W 135th St,ivelizcolon@primerica.com,,Salesforce
228600,, -,,[[Unknown]],djcolas@comcast.net,,Paid Search
10922703,Inactive Investor,Ian Kerns,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9603511,,Penny Phillips,,,pphillips@journeysw.com,,List import
10775898,Inactive Investor,Erica Lubbers,Private Wealth Advisor,"Ameriprise Financial Services, LLC Pleasanton CA 3825 Hopyard Rd",erica.j.lubbers@ampf.com,,Salesforce
11129430,Inactive Investor,Scott Audish,,"Wells Fargo Clearing Services, LLC League City TX 1681 W FM 646 Rd",scott.audish@wellsfargoadvisors.com,,Salesforce
11061983,Inactive Investor,Joseph Rosano,Owner;President,"R.A.I. Financial Services, Inc.",,,Salesforce
345442,,Shauna Matkovich,Senior Sustainability Manager,Iwc Investment Partners A/s,sdm@iwc.dk, -12368,Manual List Upload
346662,,Steven Aberman,Wealth Manager,"Flynn Zito Capital Management, LLC",steve.aberman@lpl.com,516-746-9000,Manual List Upload
11231689,Inactive Investor,Brooke Tarvin,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",,,Salesforce
353118,,Faris Saah,Portfolio Manager,Exos Financial,faris.saah@exosfinancial.com,,Event
11039961,Inactive Investor,Keith Elflein,Director - Quantitative Strategy,F L Putnam Investment Management Co. Ashville OH 800 Winchester Southern Rd NW,kelflein@flputnam.com,,Salesforce
10832787,Inactive Investor,William Doezema,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",bill.doezema@nm.com,,Salesforce
9563436,,Richard Friaglia,,,rfriaglia@massmutual.com,,List import
5263787,,dsw zsda,,,fetici2504@jernang.com,,Web Form Fillout
10964693,Inactive Investor,Daniella Smith,,Goldman Sachs & Co.,,,Salesforce
9598182,,Rafael Molina,,,rafa.cripto21@gmail.com,,List import
11139295,Inactive Investor,Allen Smith,,CIBC World Markets Corp. Chicago IL 181 W Madison St,allen.smith@cibc.com,,Salesforce
10847742,Inactive Investor,James Boller,,"Kestra Investment Services, LLC Rochester NY 777 Canal View Blvd",,,Salesforce
11231560,Inactive Investor,Frank Alvarez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",frank.t.alvarez@ml.com,,Salesforce
11059210,Inactive Investor,Debra Spencer,,"Cambridge Investment Research, Inc. Indianapolis IN 3815 River Crossing Pkwy",,,Salesforce
9616231,,Scott Weiner,,,scott.weiner@janushenderson.com,,List import
11087730,Inactive Investor,Mark Alpert,,LPL Financial LLC Norwell MA Private Residence,mark.alpert@lpl.com,,Salesforce
10764040,Inactive Investor,William Oppenheim,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,william.oppenheim@opco.com,,Salesforce
10920846,Inactive Investor,Shane Jones,,LPL Financial LLC Cumberland MD 166 Baltimore St,shane.jones@lpl.com,,Salesforce
11023585,Inactive Investor,Jennifer Arteaga,,J.P. Morgan Securities LLC Woodbridge VA 14341 Potomac Mills Rd,jennifer.arteaga@jpmorgan.com,,Salesforce
11151722,Inactive Investor,Marco Aguila Flores,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,marco.aguila-flores@jpmorgan.com,,Salesforce
11005042,Inactive Investor,Mykell Engesath,,"Wells Fargo Clearing Services, LLC Villa Park CA 17775 Santiago Blvd",,,Salesforce
11189761,Inactive Investor,Colby Rogers,,"Allstate Financial Services, LLC Stockton CA 1036 W Robinhood Dr",colbyrogers@allstate.com,,Salesforce
9642491,,Shubham Khatri,,,shubhkhatri07@gmail.com,,List import
10939155,Inactive Investor,Ronald Curtis,,"MML Investors Services, LLC Orlando FL 301 E Pine St",ronaldcurtis@financialguide.com,,Salesforce
11177623,Inactive Investor,Marilyn Burrell,Financial Advisor,Edward Jones Pekin IL 3556 Court St,marilyn.burrell@edwardjones.com,,Salesforce
10880131,Inactive Investor,Kyle Kubera,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11211660,Inactive Investor,Edward Madden,Financial Advisor,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",edward.madden@prudential.com,,Salesforce
9602073,,Paul Nathane,,,paulnathane7@gmail.com,,List import
10838124,Inactive Investor,Brett Coltman,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,brett.coltman@ubs.com,,Salesforce
11067943,Inactive Investor,Craig Freeman,Financial Advisor,"Independent Advisor Alliance, LLC Tecumseh KS 5401 SE Shawnee Heights Rd",,,Salesforce
10836467,Inactive Investor,Garrett Burke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",garrett.burke@ml.com,,Salesforce
10804850,Inactive Investor,Gonzalo Villena,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",gonzalo.villena@wellsfargo.com,,Salesforce
9632406,,Paige Harnick,,,pharnick@aresmgmt.com,,List import
2844966,,Jeongwon Kim,,,aegis1119@naver.com,,
10918587,Inactive Investor,Rosalyn Weihe,,LPL Financial LLC Thousand Oaks CA 31200 Via Colinas,rosalyn.weihe@lpl.com,,Salesforce
336565,,Joe Azelby,Global Real Assets Head,Jpmorgan Alternative Asset Management,joseph.azelby@jpmorgan.com,212-648-1597,Manual List Upload
11106249,Inactive Investor,Jordan King,,J.P. Morgan Securities LLC Sidney OH 2030 Michigan St,,,Salesforce
11171441,Inactive Investor,Linda Bruininga,,The AmeriFlex Group Thousand Oaks CA 30721 Russell Ranch Rd,,,Salesforce
11069519,Inactive Investor,William Booz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",william.booz@ml.com,,Salesforce
10826722,Inactive Investor,Joshua Mattox,Executive Director;Wealth Advisor,Morgan Stanley Roanoke VA 10 S Jefferson St,josh.mattox@morganstanley.com,,Salesforce
10905617,Inactive Investor,Monica Hall,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10790575,Inactive Investor,Kevin Bender,Assistant Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Scranton PA 201 Lackawanna Ave",kevin.bender@wellsfargoadvisors.com,,Salesforce
163,,,,,amanda.lear@263.250ok.info,,
11102463,Inactive Investor,Jon Riederer,Executive Director,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,jon.riederer@jpmorgan.com,,Salesforce
11111961,Inactive Investor,Aracely Corpus,Financial Professional,LPL Financial LLC McAllen TX 3700 N 10th St,aracely.corpus@lpl.com,,Salesforce
209822,,Mark Stecker,Financial Advisor,Eagle Strategies LLC,mtstecker@ft.newyorklife.com,614-638-7374,
10968765,Inactive Investor,Tyler Brickwood,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10487567,,Sarah McGrane,Senior Client Associate,Morgan Stanley,s_heatley@yahoo.com,,List Import
11261053,Inactive Investor,Christiaan Van Der Burgh,Chief Compliance Officer;Chief Executive Officer;Financial Analyst;Manager,Green Vista Asset Management LLC,,,Salesforce
10696866,,Shiraz Premjee,,,shirazpremjee@sbcglobal.net,,Web Form Fillout
10870758,Inactive Investor,Philip Royal,Founder;President,"Master Plan Wealth Management, L.L.C.",phil@masterplanwealth.com,,Salesforce
10788184,Inactive Investor,Jason Pehl,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 2435 W Alabama St,jason.pehl@jpmorgan.com,,Salesforce
11140790,Inactive Investor,Elizabeth Weiss,,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,eweiss@rwbaird.com,,Salesforce
11189361,Inactive Investor,Russell Schwettmann,,"American Fidelity Securities, Inc.",russell.schwettmann@af-group.com,,Salesforce
11188262,Inactive Investor,Lorraine Spahr,,"Cutter & Company, Inc. Saint Louis MO 165 N Meramec Ave",lorraine@cutterco.com,,Salesforce
11051464,Inactive Investor,Steven Cwienkala,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Allentown PA 515 Hamilton St,steven.cwienkala@morganstanley.com,,Salesforce
10638843,,Domitilia dos Santos,,,domitilia.m.dossantos@ms.com,,List Import
10894517,Inactive Investor,Kenneth Decker,,"Next Financial Group, Inc. Altoona PA 322 Frankstown Rd",,,Salesforce
10912333,Inactive Investor,Stephanie Eaton,,State Farm VP Management Corp. Alva OK 328 Oklahoma Blvd,,,Salesforce
11015250,Inactive Investor,Dennis Kennedy,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,,,Salesforce
10899885,Inactive Investor,Dimitra Fanellis,,J.P. Morgan Securities LLC Palatine IL 825 W Euclid Ave,dimitra.fanellis@jpmorgan.com,,Salesforce
10939304,Inactive Investor,Steven Perillo,Financial Advisor,LPL Financial LLC Staten Island NY 900 South Ave,steven.perillo@lpl.com,,Salesforce
10983764,Inactive Investor,Christopher Mautz,President;Regulatory Contact,ABG Consultants,,,Salesforce
9636116,,Thomas Vester,,,tvester@lgminvestments.com,,List import
9572766,,Ed Reynolds,,,ereynolds@southlandind.com,,List import
10853337,Inactive Investor,William Byrne,Advisor,"IFG Advisory, LLC Natchez MS 807 Main St",,,Salesforce
9617496,,Christopher Willis,,,cwillis@iopfund.com,,List import
140112,,Rodrigo Trevisan,,NLAYER,rodrigo.trevisan@nlayer.com.br,,
10985038,Inactive Investor,Jacob Anika,,"Horace Mann Investors, Inc. Alexandria LA 601 Foisy St",j.anika@horacemann.com,,Salesforce
10854425,Inactive Investor,Theo Galloway,,PFS Investments Inc. Denver CO 4700 Oakland St,theo.galloway@primerica.com,,Salesforce
11161400,Inactive Investor,Brooke Britt,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
10972315,Inactive Investor,Elizabeth Andrew,,Vanguard Marketing Corporation,elizabeth_andrew@vanguard.com,,Salesforce
11228880,Inactive Investor,Magaly Reta,,J.P. Morgan Securities LLC Los Angeles CA 4887 Huntington Dr N,magaly.reta@jpmorgan.com,,Salesforce
9614832,,Pruthvi Nannapaneni,,,pruthvi.nannapaneni@gmail.com,,List import
9571596,,Jacob Mokry,,,jdmokry@ft.newyorklife.com,,List import
11060099,Inactive Investor,Daniel Pisenti,,Emerson Equity LLC,,,Salesforce
11148363,Inactive Investor,Christopher Koyama,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,christopher.koyama@fmr.com,,Salesforce
10957939,Inactive Investor,Caleb Greggs,,Fidelity Brokerage Services LLC,,,Salesforce
11014855,Inactive Investor,Jamel White,Financial Advisor,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,,,Salesforce
11177882,Inactive Investor,Michaelangelo Maturino,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Hayward CA 22370 Foothill Blvd,michaelangelo.d.maturino@jpmorgan.com,,Salesforce
10971392,Inactive Investor,Matthew Cooney,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,,,Salesforce
10929458,Inactive Investor,Jeffrey Benson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9596400,,John Henderlite,,,john.henderlite@voyafa.com,,List import
6142,, -,,[[Unknown]],drlymn@gmail.com,,Initial Salesforce Import
10842030,Inactive Investor,Richard Coppin,,"Centaurus Financial, Inc. Twain Harte CA 18701 Tiffeni Dr",rcoppin@cfiemail.com,,Salesforce
11169572,Inactive Investor,Megumi Nagoshi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9545252,,emily weil,,,emilyaweil@gmail.com,,List import
10795978,Inactive Investor,Robert Rose,Complex Manager;Executive Vice President,Janney Montgomery Scott LLC Greensboro NC 701 Green Valley Rd,rrose@janney.com,,Salesforce
9615658,,James Ellwood,,,je@jellwood.com,,List import
11148140,Inactive Investor,William Rennick,,"Wells Fargo Advisors Financial Network, LLC Washington MO 1301 W 5th St",bill.rennick@wellsfargoadvisors.com,,Salesforce
10488248,,Nancy Gatens,"Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal","Gatens Financial, LLC",e2808bnancy@gatensfinancial.com,,List Import
10848707,Inactive Investor,Michael Archer,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,marcher@janney.com,,Salesforce
11220216,,David Shore,,,dshore@clarfeld.com,,Other
10618333,,Lori Lashaway,,,lori_lashaway@ml.com,,List Import
11104069,Inactive Investor,Keith Roth,,"Allstate Financial Services, LLC Batavia NY 590 E Main St",keithroth@allstate.com,,Salesforce
10892190,Inactive Investor,Jeffrey Silverman,Managing Partner,"The Ascent Group, LLC",jeffrey@tagwm.com,,Salesforce
9641798,,daniel Pearce,,,danielpearce2007@gmail.com,,List import
10956926,Inactive Investor,Reagan Powers,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11206718,Inactive Investor,Nathan Karras,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",karrasn@stifel.com,,Salesforce
9612739,,Aslam Hassen,,,aslam.am2pm@gmail.com,,List import
10771709,Inactive Investor,William Watt,Vice President,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,wwatt@rwbaird.com,,Salesforce
10930042,Inactive Investor,Nora Wells,,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",nwells@nationallife.com,,Salesforce
10951578,Inactive Investor,Erica Wozniak,,Lincoln Investment Worcester MA 57 Cedar St,ewozniak@lincolninvestment.com,,Salesforce
11167251,Inactive Investor,Brian Pond,Financial Advisor,"U.S. Bancorp Advisors, LLC Phoenix AZ Private Residence",,,Salesforce
10988553,Inactive Investor,Jason LaGrange,,"OneAmerica Securities, Inc.",,,Salesforce
11121981,Inactive Investor,Angela Camplese,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",angela.camplese@ml.com,,Salesforce
10896703,Inactive Investor,Chad Henry,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,,,Salesforce
11059794,Inactive Investor,Michael Koester,,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,michael.koester@thrivent.com,,Salesforce
10796092,Inactive Investor,Sean Balog,Chief Compliance Officer;Chief Executive Officer;Co-Chief Investment Officer,Process Design Capital Management LLC,sean@processdesigncapital.com,,Salesforce
10851498,Inactive Investor,Dean Kohmann,Chief Compliance Officer;Member;President;Regulatory Contact,"Kohmann Bosshard Financial Services, LLC.",dean@kohmannbosshard.com,,Salesforce
11172027,Inactive Investor,Richard Schwartz,,B. Riley Wealth Management Bronx NY 2050 Eastchester Rd,rschwartz@brileywealth.com,,Salesforce
11147393,Inactive Investor,Matthew Moag,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",,,Salesforce
10913716,Inactive Investor,Rachael Bean,Senior Client Associate,"Wells Fargo Clearing Services, LLC Melbourne FL 1499 S Harbor City Blvd",rachael.bean@wellsfargoadvisors.com,,Salesforce
11045631,Inactive Investor,Yuxi Dong,,Jefferies LLC,ydong@jefferies.com,,Salesforce
10487454,,Marshall Ozanne,,"WSA Affiliates, LLC",tozanne@ozannefinancialservices.com,,List Import
9607480,,John Frank,,,jfrank@fortbakercapital.com,,List import
205771,,Benjamin Haun,,[Unknown],bhauncap@gmail.com,,Organic Search
336219,,Scott Hartz,Director,Manulife Investment Management Timberland And Agri,shartz@hnrg.com,617-747-1600,Manual List Upload
345220,,Edward Attard,,[Unknown],edattard@optonline.net,,
10832588,Inactive Investor,Terry Campbell,,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",terry.campbell@wellsfargoadvisors.com,,Salesforce
10779295,Inactive Investor,Gary Bergeron,Executive Director;Family Wealth Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Portland ME 100 Middle St,gary.r.bergeron@morganstanley.com,,Salesforce
10615085,,Lorne Keller,"Financial Advisor, First Vice President, Portfolio Manager",,lorne.keller@morganstanley.com,,List Import
11200932,Inactive Investor,Kenneth Fanning,,Cetera Advisor Networks LLC Albuquerque NM 6100 Seagull St NE,fanningk@ceteranetworks.com,,Salesforce
10940850,Inactive Investor,Kevin Rotolo,Client Associate,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",kevin.rotolo@wellsfargoadvisors.com,,Salesforce
11067246,Inactive Investor,Richard Sonnefeld,,Fidelity Brokerage Services LLC,,,Salesforce
10950480,Inactive Investor,Thomas Wright,,PFS Investments Inc. Tulsa OK 2508 E 71st St,,,Salesforce
9644276,,Christine McDonald,,,christine.mcdonald@wealthsg.com,,List import
9592020,,Heide Sacher,,,heidesacher2@gmail.com,,List import
11154521,Inactive Investor,William Gecks,Financial Advisor,"VALIC Financial Advisors, Inc. Gainesville FL 2114 NW 40th Ter",william.gecks@valic.com,,Salesforce
10619533,,Martha Maugh,,,martha.maugh@morganstanley.com,,List Import
10781322,Inactive Investor,Donald Stewart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,donald.stewart@fidelity.com,,Salesforce
11050711,Inactive Investor,Tasha Harris-Mighty,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,tasha.l.harrismighty@jpmorgan.com,,Salesforce
11069532,Inactive Investor,Michael Powers,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",mfpowers@ml.com,,Salesforce
11136094,Inactive Investor,Shirley Valladares,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",shirley.valladares@ml.com,,Salesforce
11134004,Inactive Investor,Donald Rice,,"Equitable Advisors, LLC Columbus OH 400 W Wilson Bridge Rd",donald.rice@equitable.com,,Salesforce
10833154,Inactive Investor,Karen Sullivan,Financial Advisor,Edward Jones Shelton WA 1051 SE State Rte 3,karen.schade@edwardjones.com,,Salesforce
9542020,,Richard Ryffel,,,ryffel@wustl.edu,,List import
10941626,Inactive Investor,Zachary Hutzler,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11075961,Inactive Investor,Shaun Yates,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 8999 E Shea Blvd,shaun.yates@jpmorgan.com,,Salesforce
10775301,Inactive Investor,Carole Rose,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",carole_rose@ml.com,,Salesforce
11098072,Inactive Investor,George Huff,,"Parkland Securities, LLC Harrisburg PA Private Residence",,,Salesforce
10857215,Inactive Investor,David Thomas,Vice President,"Stifel, Nicolaus & Company, Incorporated Beaumont TX 6310 Delaware St",,,Salesforce
10662301,,Adam Levine,,,alevine@orba.com,,List Import
10943134,Inactive Investor,Oswaldo Rodriguez,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,,,Salesforce
10894163,Inactive Investor,Jonathan Chen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11080066,Inactive Investor,Yenis Roberts,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,1sjwb@primerica.com,,Salesforce
10821019,Inactive Investor,Elizabeth Calaman,,"Truist Investment Services, Inc. Richmond VA 3513 W Cary St",liz.calaman@truist.com,,Salesforce
9591362,,Jason Jeskey,,,jason.jeskey@grpfinancial.com,,List import
124227,,Mark Rioboli,Director of Wealth Management,"Modera Wealth Management, Llc",mrioboli@independenceadvisors.com,(610) 695-8070,
10988820,Inactive Investor,Armando Paz,,GWN Securities Inc.,apaz@gwnsecurities.com,,Salesforce
9602435,,Cory Gottfried,,,cg@foundationcapital.us,,List import
10969098,Inactive Investor,Kaitlin Smith,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11064011,Inactive Investor,Brian Bastien,,LPL Financial LLC Troy MI 5151 Corporate Dr,brian.bastien@lpl.com,,Salesforce
9559942,,Cynthia Block-Taylor,,,cblocktaylor@financialguide.com,,List import
11058548,Inactive Investor,James Grabianowski,Financial Advisor,"Ameriprise Financial Services, LLC Shakopee MN 1275 Ramsey St",jim.2.grabianowski@ampf.com,,Salesforce
10939955,Inactive Investor,Jacob Folkman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10914029,Inactive Investor,Clint Blinka,Financial Advisor,Edward Jones Montgomery TX 21105 Eva St,clint.blinka@edwardjones.com,,Salesforce
177832,,Sushant Kumar,"Fund Manager, Equity",[Unknown],sushant@raayinvestments.com, +91 (0)22 6742 3808,Database Upload
9576157,,Robert Fitzmaurice,,,rfitzmaurice@massmutual.com,,List import
10843750,Inactive Investor,Bernard Bostwick,Executive Vice President;Financial Advisor;Managing Member;President,"Faithward Advisors, LLC Lancaster PA 1755 Oregon Pike",bbostwick@ambassadoradvisors.com,,Salesforce
10932639,Inactive Investor,Cameron McCarty,Chief Executive Officer;President,"Vivid Wealth Management, LLC",cam@retirevivid.com,,Salesforce
11105239,Inactive Investor,Cindy Fong,Portfolio Associate,Morgan Stanley New York NY 399 Park Ave,cindy.tam@morganstanley.com,,Salesforce
10615730,,Daniel Raupp,,,daniel.raupp@stifel.com,,List Import
9598759,,Mickey Cargile,,,mickey@cargileinvestments.com,,List import
343031,,Terri Velgara,Wealth Planner,"Rappaport Reiches Capital Management,",tvelgara@rrcapital.com,847-832-0030,Manual List Upload
11008530,Inactive Investor,Ryan Oconnor,,Cetera Advisor Networks LLC New York NY 101 Park Ave,,,Salesforce
229427,, -,,[[Unknown]],longbeoth91@gmail.com,,
11133010,Inactive Investor,Bonnie Rule,Financial Advisor,Edward Jones Middletown NY 13 James P Kelly Way,bonnie.rule@edwardjones.com,,Salesforce
337009,,Kraig Mccoy,"Chief Financial Officer, shareholder","Verus Advisory, Inc.",kmccoy@wurts.com,206-622-3700,Manual List Upload
11090563,Inactive Investor,Wilbert Rownd,Financial Advisor,LPL Financial LLC Cabot AR 11 Prospect Ct,ed.rownd@lpl.com,,Salesforce
10811414,Inactive Investor,Christopher Ferretti,Financial Planner,Integrated Wealth Concepts LLC Chesapeake VA 555 Belaire Ave,chris.ferretti@ifpadvisor.com,,Salesforce
11212371,Inactive Investor,Susann Joo,Senior Registered Associate,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,sjoo@dadco.com,,Salesforce
10942934,Inactive Investor,Gina Espinoza,,LPL Financial LLC San Antonio TX 4630 N Loop 1604 W,gina.espinoza@lpl.com,,Salesforce
10644141,,Jillian Godoy,,,j.godoy@ubs.com,,List Import
248332,,Emily Stewart,Reporter,Vox,emily.stewart@vox.com,,Manual List Upload
11031841,Inactive Investor,Eduardo Diez De Medina,,"Empower Financial Services, Inc Lakewood CO Private Residence",eduardo.diez-de-medina@empower.com,,Salesforce
11150871,Inactive Investor,Shane Mcmahon,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",shane.mcmahon@citizensbank.com,,Salesforce
10813302,Inactive Investor,Cynthia Rothman,,Edward Jones Loveland CO 3760 E 15th St,,,Salesforce
11152303,Inactive Investor,Aragorn Batsford,,"Raymond James Financial Services, Inc. Hauppauge NY 1363 Veterans Hwy",aragorn.batsford@raymondjames.com,,Salesforce
11032480,Inactive Investor,Grant Stoffle,,Edward Jones Lexington SC 2001 Augusta Hwy,grant.stoffle@edwardjones.com,,Salesforce
9565471,,solenne claux,,,kynoha@gmail.com,,List import
11125217,Inactive Investor,Bridget Coleman,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,bridget.royal@primerica.com,,Salesforce
10886458,Inactive Investor,Julia Bussie,President,"JSB Capital Management, LLC",julia@jsbcap.com,,Salesforce
9566734,,Ross Wait,,,landman586@aol.com,,List import
10899328,Inactive Investor,John Martin,Chief Operating Officer,"Eaglestone Wealth Advisors, Inc.",jmartin@estwa.com,,Salesforce
10965853,Inactive Investor,Christopher Mchugh,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,,,Salesforce
10753685,Inactive Investor,Edwin Yowell,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 941 Glenwood Station Ln",edwin.l.yowell@ampf.com,,Salesforce
11039176,Inactive Investor,Eve Smith,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",eve.smith@nm.com,,Salesforce
11161995,Inactive Investor,Joshua Carter,Co-Chief Investment Officer;Co-Founder;Limited Partner;Managing Director;Regulatory Contact,"Sepio Capital, LP",josh.carter@sepiocap.com,,Salesforce
9563452,,Daniela González,,,danielaagonzalezm18@gmail.com,,List import
11103557,Inactive Investor,Michelle Beattie,Advisor,"Moneta Group Investment Advisors, LLC",mbeattie@monetagroup.com,,Salesforce
10796015,Inactive Investor,Jeffrey Miller,Co-Founder;Managing Member;Managing Partner;Partner;Regulatory Contact,"Strategic Retirement Advisors, LLC",jeffrey@strategicretirementadvisors.net,,Salesforce
11099374,Inactive Investor,Neva Fitzgerald,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,nfitzgerald@primerica.com,,Salesforce
9600785,,Andy Collins,,,owusu2250@gmail.com,,List import
10964584,Inactive Investor,Tyler Smillie,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 132 Royal Palm Way",tyler.smillie@bofa.com,,Salesforce
372571,,Robert Hughes,,[Unknown],bobhughesaircraftservices@gmail.com,724-466-2368,Salesforce
11024623,Inactive Investor,Joseph Mooney,,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",joe.mooney@rbc.com,,Salesforce
11156393,Inactive Investor,Nate Greenland,,Edward Jones Stanwood WA 7104 265th St NW,,,Salesforce
11095710,Inactive Investor,Amy Ryan,Chief Compliance Officer;Vice President,RDG Capital Management LLC,aryan@rdgcm.com,,Salesforce
11106927,Inactive Investor,Nickolas Simoneau,Advisor;Chief Executive Officer;Owner,Irontree Wealth Management,nickolas.simoneau@ironwood-index.com,,Salesforce
9615887,,Steven vo,,,stevenvo90@gmail.com,,List import
11062072,Inactive Investor,Michael Nimmo,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Janesville WI 22 S Jackson St",,,Salesforce
11008652,Inactive Investor,Randy Kinsey,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Lakewood OH 16300 Delaware Ave",randy.kinsey@equitable.com,,Salesforce
11056436,Inactive Investor,Amanda Connaughton,Financial Advisor;Financial Planner,"Concourse Financial Group Securities, Inc. La Grange KY 309 W Jefferson St",amanda.connaughton@concoursefinancial.com,,Salesforce
11186978,Inactive Investor,Jonathan Pier,,J.P. Morgan Securities LLC Philadelphia PA 1636 Walnut St,jonathan.pier@chase.com,,Salesforce
9622001,,Martin Burs,,,martinburs@errazuri.com.ar,,List import
10827939,Inactive Investor,Jeffrey White,,"Osaic Wealth, Inc. Uhrichsville OH 313 N Water St",jwhite@osaicwealth.com,,Salesforce
11184578,Inactive Investor,Thomas Youngman,Financial Advisor,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,thomas_youngman@glic.com,,Salesforce
10925520,Inactive Investor,Julian Romero,Financial Advisor,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,julian.romero@lpl.com,,Salesforce
10826954,Inactive Investor,Lindi Bruning,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Abilene TX 2 Village Dr",lindi.bruning@ml.com,,Salesforce
5893,,James Sherwin,,[[Unknown]],sherwin_j@hotmail.com,,Initial Salesforce Import
9546410,,minh hong,,,minhphuonghoang560@gmail.com,,List import
9625539,,Kent Pratt,,,prattrealtypc@ymail.com,,List import
10896602,Inactive Investor,Daniel Flamma,Brokerage Manager;Financial Advisor,"Equity Services, Inc. Media PA 1400 N Providence Rd",dflamma@nationallife.com,,Salesforce
10645758,,Adam Polacek,,,adam.polacek@tiaa.org,,List Import
9541195,,mun gwanghyeon,,,ansrhkd7@naver.com,,List import
5066032,,Daniel Stein,,,daniel.stein@iagnels.com,,Web form fillout
10612494,,Debra Feaser,"Financial Advisor, Managing Director",,debra.feaser@ampf.com,,List Import
10775167,Inactive Investor,Hannes Grascher,International Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,hannes.grascher@ubs.com,,Salesforce
10648072,,Charles Laarsen,,,claarsen@cpamllc.com,,List Import
9578499,,Adrian Stonelake,,,adrianstonelake@gmail.com,,List import
9622251,,michael Ndungu,,,michael.k.ndungu@gmail.com,,List import
10486720,,David Moore,Investment Advisor Representative,"Woodbury Financial Services, Inc.",dcmoore@woodburyfinancial.net,,List Import
11129744,Inactive Investor,Christopher Robertson,,"N.I.S. Financial Services, Inc.",,,Salesforce
7346,,Alan Dodson,,ADMS,alandodson1@hotmail.com,,Direct
11260956,Inactive Investor,Breanne Coffey,Principal Advisor,"Abound Wealth Management, LLC",breanne@aboundwealth.com,,Salesforce
11196206,Inactive Investor,David Abraham,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
6853209,,Ashish Ch,,,ashishmammu@gmail.com,,Web form fillout
10822748,Inactive Investor,Jose Diaz,,"Raymond James Financial Services, Inc. Danbury CT 126 North St",jose.diaz@raymondjames.com,,Salesforce
11101986,Inactive Investor,Jacob Smith,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Midland MI 415 Rodd St",jacob.smith@stifel.com,,Salesforce
10999401,Inactive Investor,Jose Garcia Coria,,J.P. Morgan Securities LLC Kennewick WA 30 Vista Way,jose.garcia-coria@jpmorgan.com,,Salesforce
344057,,Rachelle Rodman,Expeditor,"Coyle Financial Counsel, Llc",rrodman@coylefinancial.com,847-441-5644,Manual List Upload
10996510,Inactive Investor,Benjamin Hecht,Investment Advisor Representative,"Williamson Legacy Group, LLC",ben@williamsonlegacygroup.com,,Salesforce
11074846,Inactive Investor,Clint Christensen,Senior Lead Advisor,Brighton Jones LLC San Francisco CA 445 Bush St,clint@brightonjones.com,,Salesforce
10857763,Inactive Investor,Vicki Beam,,"J.W. Cole Financial, Inc. Traverse City MI 601 S Garfield Ave",,,Salesforce
11255004,Inactive Investor,Kelly Kranstuber,Financial Advisor,"Whitaker-Myers Wealth Managers, Ltd. Wooster OH 3524 Commerce Pkwy",kellykranstuber@whitaker-myers.com,,Salesforce
11039500,Inactive Investor,Dante Davis,,Santander Securities LLC South Amboy NJ 920 Rte 9,,,Salesforce
11005992,Inactive Investor,Tyler Calder,Principal,Cerity Partners LLC Boston MA 53 State St,tcalder@ceritypartners.com,,Salesforce
10829936,Inactive Investor,Paul Haschytz,Financial Professional,"Pruco Securities, LLC. Albany NY 125 Wolf Rd",paul.haschytz@prudential.com,,Salesforce
10917395,Inactive Investor,Thomas Palumbo,,"Vanderbilt Securities, LLC Locust Valley NY 168 Forest Ave",,,Salesforce
10617327,,John Muldoon,,,john.e.muldoon@ampf.com,,List Import
9624775,,Greg Schermer,,,greg.schermer@gmail.com,,List import
10893653,Inactive Investor,Robert Hawley,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",rob.hawley@rbc.com,,Salesforce
10658502,,Andrew Carman,,,andrew.carman@lpl.com,,List Import
10644391,,Sanjay Patel,,,sanjay.patel@raymondjames.com,,List Import
10912441,Inactive Investor,Jeffrey Lockhart,,"Capital Investment Group, Inc. Wilson NC Private Residence",jlockhart@capital-invest.com,,Salesforce
11125770,Inactive Investor,Garrett Smith,Wealth Management Advisor,"Charles Schwab & Co., Inc. Charlottesville VA 675 Peter Jefferson Pkwy",,,Salesforce
10878162,Inactive Investor,Blagojce Kocovski,,"Truist Investment Services, Inc. Saint Petersburg FL 6300 Central Ave",,,Salesforce
11078877,Inactive Investor,Gregory Garbeff,,PlanMember Securities Corporation Kansas City MO 3130 Broadway St,,,Salesforce
11014470,Inactive Investor,Janelle Espinoza,,J.P. Morgan Securities LLC Hollister CA 494 Tres Pinos Rd,janelle.espinoza@jpmorgan.com,,Salesforce
11234514,Inactive Investor,Jordan Dallin,,"Larson Financial Securities, LLC",,,Salesforce
351363,,Ellen Kucenski,"Practice Leader, Consulting Actuary","Hooker & Holcombe Investment Advisors, Inc.",ekucenski@hhconsultants.com,860-521-8400,Manual List Upload
9595646,,Julia Weaver,,,jweaver@ofgltd.com,,List import
11189253,Inactive Investor,Jonathan Mueller,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",jonathan.mueller@raymondjames.com,,Salesforce
10872107,Inactive Investor,Jessica Slagel,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",jessica.slagel@wellsfargo.com,,Salesforce
10928647,Inactive Investor,Mary Anderson,Owner,Parlan Financial Corp Toledo OH 6011 Renaissance Pl,,,Salesforce
47346,,Stephanie Mowers,"Chief Operating Officer, Financial Representative","Klaas Financial Asset Advisors, LLC.",sshields@klaasfinancial.com,815-877-8440,
10999851,Inactive Investor,Jordan Thibodeaux,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,jordan.thibodeaux.fize@statefarm.com,,Salesforce
11196703,Inactive Investor,John Lahman,,GWN Securities Inc. Waddell AZ Private Residence,jlahman@gwnsecurities.com,,Salesforce
10922813,Inactive Investor,Jeremiah Lorenz,,"Kestra Investment Services, LLC Naperville IL 1700 Park St",,,Salesforce
346873,,David Emrick,Board Director,"Mwa Financial Services, Inc.",david.emrick@modern-woodmen.org,309-558-3100,Manual List Upload
9559907,,Emilio Delatorre,,,emiliodelatorre82@gmail.com,,List import
9573060,,Reginald Suggs,,,reginald.suggs@valic.com,,List import
9617395,,Keith Wander,,,kwander@robleasset.com,,List import
349137,,Anthony Clemente,"Chief Executive Officer, Chief Investment Officer","Canaras Capital Management, LLC",aclemente@canaras.com,212-372-7444,Manual List Upload
10799618,Inactive Investor,Michael Pelak,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",mpelak@massmutual.com,,Salesforce
11069009,Inactive Investor,Brian Lennon,Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10852141,Inactive Investor,Gene Marin,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,gene.marin@primerica.com,,Salesforce
9590319,,qi wang,,,sinkblack@qq.com,,List import
11146579,Inactive Investor,John Kwasigroch,Insurance Specialist;Investment Advisor Representative,"Alera Investment Advisors, LLC Downers Grove IL 1901 Butterfield Rd",john.kwasigroch@aleragroup.com,,Salesforce
11181179,Inactive Investor,Adam Klippenstein,Financial Advisor,Edward Jones Helena MT 910 E Lyndale Ave,adam.klippenstein@edwardjones.com,,Salesforce
11207988,Inactive Investor,Edward Eagan,Chief Compliance Officer;Managing Member,"Eagan Capital Management, LLC",eeagan@eagancapital.net,,Salesforce
9611636,,Kevin Stewart,,,kevstew70@gmail.com,,List import
10994749,Inactive Investor,Adam Grund,,Dominari Securities LLC,adam@dominarisecurities.com,,Salesforce
9604833,,Gerard Lingad,,,landmanunltd1@zohomail.com,,List import
10980268,Inactive Investor,Juliana Machata,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",juliana.machata@schwab.com,,Salesforce
11082508,Inactive Investor,John Waite,Financial Advisor,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",john.waite@prudential.com,,Salesforce
10851366,Inactive Investor,Yara Nash,,NYLIFE Securities LLC Yuma AZ Private Residence,ynash@ft.newyorklife.com,,Salesforce
10974166,Inactive Investor,Jack Chou,,Park Avenue Securities LLC Costa Mesa CA 949 S Coast Dr,,,Salesforce
10835551,Inactive Investor,David Rasak,Financial Advisor,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",david.rasak@nm.com,,Salesforce
9597243,,David Sather,,,dave@satherfinancial.com,,List import
11001882,Inactive Investor,Peter Wang,,LPL Financial LLC Brea CA 1 Pointe Dr,peter.wang@lpl.com,,Salesforce
340257,,Heather Ann Salter,Partner,[Unknown],hsalter13@gmail.com,,Database Upload
11196852,Inactive Investor,Matthew Giroux,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9642871,,LaKisha Jemison,,,kishasurvey2016@yahoo.com,,List import
10789644,Inactive Investor,James Ferrell,Associate Vice President;Financial Advisor,Morgan Stanley Sewickley PA 2100 Georgetown Dr,james.ferrell@morganstanley.com,,Salesforce
10931138,Inactive Investor,Amanda Doren,Advisor,"MML Investors Services, LLC Flint MI 5141 Gateway Ctr",amandasnider2@financialguide.com,,Salesforce
11069069,Inactive Investor,Susana Ceballos,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9572632,,bouhoula saifeddin,,,bouhoula.saif@gmail.com,,List import
347524,,William Harnisch,Managing Member,Peconic Partners Llc,wharnisch@peconic.com,212-904-0440,Manual List Upload
11213293,Inactive Investor,Alexander Griffiths,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,alexander.griffiths@fmr.com,,Salesforce
9556953,,Frank Uribe,,,furibe@royalaa.com,,List import
10992901,Inactive Investor,Noah Breidinger,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",noah.breidinger@equitable.com,,Salesforce
9561537,,James Walsh,,,jwalsh@focusfinancial.com,,List import
10866060,Inactive Investor,Karen Hartford,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10785142,Inactive Investor,Daria Mack,,Wintrust Investments LLC Winnetka IL 576 Lincoln Ave,dmack@wintrustwealth.com,,Salesforce
11217323,,Kelsey Fortenberry,,,kelsey.fortenberry@mutualofomaha.com,,Other
10773628,Inactive Investor,Paul Abrams,,Cetera Financial Specialists LLC Cresskill NJ 92 Union Ave,paul.abrams@ceterafs.com,,Salesforce
10780263,Inactive Investor,Paul Chadwick,Associate Vice President - Wealth Management;Financial Advisor,Morgan Stanley Stamford CT 4 Landmark Sq,paul.chadwick@morganstanley.com,,Salesforce
10832405,Inactive Investor,James Glass,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jglass2@ml.com,,Salesforce
9621833,,Jared Fuller,,,jared.fuller@primebuchholz.com,,List import
11191828,Inactive Investor,Matthew Ryan,,"Raymond James Financial Services, Inc. Kent WA 20819 72nd Ave S",matt.ryan@raymondjames.com,,Salesforce
11219152,,Russell Martin,,,russell.martin@troweprice.com,,Other
11118265,Inactive Investor,Agustin Najera,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10759565,Inactive Investor,Paul Kromhout,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,paul.kromhout@ubs.com,,Salesforce
9612778,,AR Dunz,,,ardunz@gmail.com,,List import
10773318,Inactive Investor,Marci Collis,Director;Supervisory Officer,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,marci.collis@ubs.com,,Salesforce
11068168,Inactive Investor,Gregory Angelino,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,gregory.angelino@edwardjones.com,,Salesforce
11119515,Inactive Investor,Jeremy Garduno,Financial Advisor,"Wells Fargo Clearing Services, LLC Riverside CA 483 E Alessandro Blvd",jeremy.garduno@wellsfargo.com,,Salesforce
11018873,Inactive Investor,Stephen Hill,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",,,Salesforce
10938648,Inactive Investor,Bradford Wright,Chief Investment Officer;Founding Partner;Managing Member,Launch Financial Planning,,,Salesforce
10823183,Inactive Investor,Efrain Fernandez,Financial Advisor,Edward Jones Rockville Centre NY 119 N Park Ave,ed.fernandez@edwardjones.com,,Salesforce
10842715,Inactive Investor,John Monroe,,"Sanctuary Securities, Inc. Columbia SC 1010 Wildwood Centre Dr",,,Salesforce
9586830,,Jeffrey Scott,,,jscott@shiplp.com,,List import
10893026,Inactive Investor,Alison Painter,,"Avantax Investment Services, Inc. Oldsmar FL 4056 Tampa Rd",,,Salesforce
10996921,Inactive Investor,Christopher Burns,Financial Advisor,Edward Jones Cumming GA 4810 Burruss Mill Rd,chris.burns@edwardjones.com,,Salesforce
9599725,,Logan Horton,,,loganite696969@gmail.com,,List import
11171154,Inactive Investor,Eric Kiblen,Managing Member;Wealth Management Advisor,"HRC Wealth Management, LLC",ekiblen@haydenross.com,,Salesforce
10695825,,Josh Chapple,,Cresset,joshchapple@gmail.com,,List Import
10947811,Inactive Investor,Debra Swanson,,"Cambridge Investment Research, Inc. Concord NH 24 S State St",,,Salesforce
11122118,Inactive Investor,Ryan Matousek,Financial Professional,"Pruco Securities, LLC. Syracuse NY 500 Plum St",,,Salesforce
10846524,Inactive Investor,Derick Shoff,,"CapFinancial Securities, LLC. Doylestown PA 1980 S Easton Rd",rick.shoff@captrustadvisors.com,,Salesforce
10891029,Inactive Investor,Jared Johnson,Financial Advisor,Edward Jones Camano Island WA 370 Ne Camano Dr,jared.johnson@edwardjones.com,,Salesforce
9633337,,Antoine Banks,,,solarcashinc@gmail.com,,List import
9612817,,Frederick Yen,,,shawn72266@yahoo.com,,List import
10975321,Inactive Investor,Mackenzie Roedel,,"Ameriprise Financial Services, LLC New Hope PA 6444 Lower York Rd",mackenzie.roedel@ampf.com,,Salesforce
346172,,Samesh Hassan,"Managing Director, Investment Management",Cwa Asset Management Group,shassan@cwafgi.com,239-434-7434,Manual List Upload
10854053,Inactive Investor,Robert Charlton,,"Avantax Investment Services, Inc. Newton NJ 11 Lawrence Rd",,,Salesforce
11027913,Inactive Investor,Joshua Juell,,"Fifth Third Securities, Inc. Sarasota FL 6620 S Tamiami Trl",joshua.juell@53.com,,Salesforce
11185504,Inactive Investor,Trevor Brown,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
10816283,Inactive Investor,Michael Ratner,Financial Advisor,"Wells Fargo Clearing Services, LLC Boynton Beach FL 1600 S Federal Hwy",michael.ratner@wellsfargo.com,,Salesforce
10613953,,Patrick Paul,Financial Advisor,,patrick.p.paul@wellsfargoadvisors.com,,List Import
11094413,Inactive Investor,Peter Lucido,,J.P. Morgan Securities LLC Hamburg NY 4250 McKinley Pkwy,peter.lucido@jpmorgan.com,,Salesforce
10797711,Inactive Investor,Leo Kelly,Chief Executive Officer;Managing Member;Partner,"Verdence Capital Advisors, LLC",lkelly@verdence.com,,Salesforce
11121640,Inactive Investor,Victor Green,,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",victor.green@ampf.com,,Salesforce
10868027,Inactive Investor,Julie Kov,,"Wells Fargo Clearing Services, LLC Lynnwood WA 3400 188th St SW",julie.kov@wfadvisors.com,,Salesforce
10756129,Inactive Investor,Matthew Marques,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,matthew.marques@ubs.com,,Salesforce
9569990,,David Cook,,,david.cook@valic.com,,List import
10839017,Inactive Investor,Bryce Thayer,Financial Advisor;Vice President,Morgan Stanley Kahului HI 33 Lono Ave,bryce.thayer@morganstanley.com,,Salesforce
10952937,Inactive Investor,Lorenzo Morales,,"Charles Schwab & Co., Inc. Naples FL 375 5th Ave S",,,Salesforce
11016580,Inactive Investor,David Diaz,,PNC Investments Brownsville TX 2000 Ruben Torres SR Blvd,david.diaz@pnc.com,,Salesforce
11127853,Inactive Investor,Ross Zieglmeier,Financial Advisor,"Ameriprise Financial Services, LLC Wadena MN 104 Jefferson St S",ross.zieglmeier@ampf.com,,Salesforce
248646,,Bruce Jackson,Chief of Digital Assets and Business,Apex Fund Services,bruce.jackson@apexgroup.comcom,,Manual List Upload
10975416,Inactive Investor,Christine Wedell,Financial Advisor,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",christine@rfgadvisory.com,,Salesforce
11154052,Inactive Investor,Christian Zepeda,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Paul MN 295 Radio Dr",christian.zepeda@schwab.com,,Salesforce
9546385,,wei zhang,,,975444818@qq.com,,List import
10977941,Inactive Investor,Laurel Clark,,"U.S. Bancorp Advisors, LLC Tustin CA 13300 Newport Ave",laurel.clark@unionbank.com,,Salesforce
10937141,Inactive Investor,Adrian Tovar,,Morgan Stanley,,,Salesforce
10786972,Inactive Investor,Joseph Stewart,Director - Alternative Investments;Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,joseph.stewart@morganstanley.com,,Salesforce
11099540,Inactive Investor,Mark Stegman,Financial Advisor,Insight Wealth Partners,mark.stegman@insightwp.com,,Salesforce
11188195,Inactive Investor,Jeffrey Milber,,"Farmers Financial Solutions, LLC San Diego CA 8745 Aero Dr",,,Salesforce
11126963,Inactive Investor,Elizabeth Webb,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",beth.webb@rbc.com,,Salesforce
11031933,Inactive Investor,Dallas Bates,,Key Investment Services LLC Damascus OR 19830 SE Hwy 212,dallas.bates@key.com,,Salesforce
231936,, -,,[Unknown],bugrademirer7@hotmail.com,,
10836815,Inactive Investor,Stephanie Lemenowsky,Financial Advisor,"Ameriprise Financial Services, LLC Duluth MN 394 S Lake Ave",stephanie.f.lemenowsky@ampf.com,,Salesforce
11026507,Inactive Investor,Fred Pisculli,Managing Director,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,fpisculli@allianceg.com,,Salesforce
101058,,Jon Cheney,Director,Volusia,jcheney@volusia.org,,Event
10961980,Inactive Investor,Hayley Rieman,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,,,Salesforce
11053487,Inactive Investor,Sharon Count,,LPL Financial LLC Winnetka IL 2 Northfield Plz,sharon.count@lpl.com,,Salesforce
10775632,Inactive Investor,Richard Kirschner,,Laidlaw & Company (UK) Ltd. Boca Raton FL 1 Town Center Rd,rkirschner@laidlawltd.com,,Salesforce
10994321,Inactive Investor,David Raffman,,"U.S. Bancorp Investments, Inc. Louisville KY 3808 Lexington Rd",,,Salesforce
10973805,Inactive Investor,Michael Audi,Financial Advisor,"IAMS Wealth Management, LLC Spring Hill FL 13761 Linden Dr",m.audi@iamswm.com,,Salesforce
9628869,,Adrian Juarez,,,ajuarez1976@gmail.com,,List import
10919194,Inactive Investor,Brook Hutson,Relationship Banker,"Wells Fargo Clearing Services, LLC Dothan AL 2999 Ross Clark Cir",,,Salesforce
107848,,Judith Hugger,,None,judyhugger@hotmail.com,9523934565,Organic Search
9643836,,Nikolay Nikolenko,,,niknikkol678@gmail.com,,List import
188829,,Mikhail Chugunov,,[Unknown],0847843@gmail.com,,source
346878,,David Mahon,Senior Managing Director Chicago,Antares Capital Advisers Llc,david.mahon@antares.com,312-889-9920,Manual List Upload
11236500,Inactive Investor,Erin Varghese,Associate Advisor;Financial Planner,Pure Portfolios,erin@pureportfolios.com,,Salesforce
11265302,,Howard Townsend,,,howtow@sbglobal.net,,Web Form Fillout
10938665,Inactive Investor,Taylor Heininger,Co-Founder;Member;President,Cloud Capital,taylor@cloudcapital.us,,Salesforce
11228999,Inactive Investor,Patrick Moore,,Goldman Sachs & Co.,,,Salesforce
374067,,Daniel Abdul aziz,,[Unknown],marshallslim4@gmail.com,,source
245309,,Eric Hewitt,Director of Research,SS&C ALPS Advisors,eric.hewitt@sscinc.com,13035794895,Manual List Upload
170497,,huai mu,,[Unknown],kufufu9@gmail.com,,
11065838,Inactive Investor,Kim Robinson,,PFS Investments Inc. Akron OH 567 E Turkeyfoot Lake Rd,kim.robinson@primerica.com,,Salesforce
229969,, -,,[[Unknown]],weimin.chia@gmail.com,,
10886759,Inactive Investor,David Pratt,,"Cambridge Investment Research, Inc. Rockport MA 124 Main St",,,Salesforce
9554723,,Will Casey,,,wcasey@accessinvestmentadvisors.com,,List import
10864572,Inactive Investor,Angela Robinson,Financial Advisor,LPL Financial LLC Leawood KS 11201 Nall Ave,angela.robinson@lpl.com,,Salesforce
229916,, -,,[[Unknown]],partneyeric@yahoo.com,,Organic Search
9615683,,Tony Avalos,,,tavalos@at-pw.com,,List import
10797101,Inactive Investor,Travis Carter,Managing Member;Managing Partner,Insight Wealth Partners,travis.carter@insightwp.com,,Salesforce
9606694,,Frank Lavin,,,hellofranklavin@gmail.com,,List import
11155468,Inactive Investor,John Taylor,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Richmond VA 1800 Bayberry Ct",john.taylor@wellsfargoadvisors.com,,Salesforce
9544383,,Joshua Felsenfeld,,,joshua.felsenfeld@fmr.com,,List import
11159004,Inactive Investor,Gerald Malinow,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,gerald.malinow@fidelity.com,,Salesforce
9637113,,Nancy Tanzil,,,ntanzil@dws.com,,List import
11058750,Inactive Investor,Nichole Smart,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nichole.smart@fidelity.com,,Salesforce
10805762,Inactive Investor,Dale Eichman,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,eichmand@ceteranetworks.com,,Salesforce
10936943,Inactive Investor,Jennifer Kirby,Managing Member;Managing Partner;Regulatory Contact;Senior Financial Advisor,"Talisman Wealth Advisors, LLC",jennifer@talismanwealthadvisors.com,,Salesforce
10952327,Inactive Investor,William Ogles,,Purshe Kaplan Sterling Investments Brentwood TN 1802 Williamson Ct,wogles@pksinvest.com,,Salesforce
10919669,Inactive Investor,Maleah Stephens,Financial Advisor,"Osaic Wealth, Inc. Brentwood TN 750 Old Hickory Blvd",mdstephens@royalaa.com,,Salesforce
9586705,,Richard Hunter,,,rhunter@commonwealth.com,,List import
351502,,Courtney Favreau,Venture Capital Partner,Raine Capital Llc,cfavreau@raine.com,212-603-5500,Manual List Upload
10795986,Inactive Investor,Rush Steelman,Chief Compliance Officer;Founder;Managing Member;Principal,"Private Client Wealth Advisors, LLC",barry@pc-wa.com,,Salesforce
10796938,Inactive Investor,Zachary Talley,Advisor;Investment Advisor Representative;Junior Partner;Member;Regulatory Contact,Mustard Seed Wealth Management,zachary@msfwm.com,,Salesforce
11140077,Inactive Investor,Gabriel Tucci,,Citigroup Global Markets Inc.,gabriel.tucci@citi.com,,Salesforce
11062089,Inactive Investor,Donald Marjerison,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10994838,Inactive Investor,Nicole Murtsef,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,nmurtsef@ft.newyorklife.com,,Salesforce
10894353,Inactive Investor,Christopher Diegelman,Chief Compliance Officer;Chief Investment Officer;Owner;President,Diegelman Capital Advisors,,,Salesforce
10782453,Inactive Investor,David Schmelz,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",dave.schmelz@rbc.com,,Salesforce
10889213,Inactive Investor,Nicholas Moore,,J.P. Morgan Securities LLC Dallas TX 5646 E Mockingbird Ln,,,Salesforce
10646399,,Jared Lamb,,,jared.lamb@rbc.com,,List Import
11075611,Inactive Investor,Jacob Herrera,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2305 E Cesar E Chavez Ave",jacob.herrera@ml.com,,Salesforce
10759222,Inactive Investor,Run Yang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10984355,Inactive Investor,Marcelo Arbage,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,marcelo.arbage@fmr.com,,Salesforce
10868806,Inactive Investor,Thomas Ireland,,LPL Financial LLC Dawn MO Private Residence,thomas.ireland@lpl.com,,Salesforce
11160038,Inactive Investor,Deidre Mcclurg,Chief Compliance Officer;Founder;Managing Member;President,Stoken Asset Management LLC,deidre@stokenam.com,,Salesforce
9617501,,Sean Kendall,,,skendall@archventure.com,,List import
11123962,Inactive Investor,Cameron Jury,Client Associate;Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,cameron.jury@jpmorgan.com,,Salesforce
9609208,,pan cho,,,383261983@qq.com,,List import
10858716,Inactive Investor,Bobby Tiner,,"Crews & Associates, Inc.",ltiner@crewsfs.com,,Salesforce
209464,,David Tulley,,[Unknown],david.tulley1@gmail.com,,source
10963939,Inactive Investor,Tyler Benson,,Hilltop Securities Inc. Bellevue WA 11900 NE 1st St,tyler.benson@hilltopsecurities.com,,Salesforce
11180847,Inactive Investor,Kimberly Young,,Citigroup Global Markets Inc. Philadelphia PA 1650 Market St,,,Salesforce
10955058,Inactive Investor,Ogochukwu Okoani,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ogochukwu.okoani@jpmorgan.com,,Salesforce
9597806,,Melissa Kronick,,,melissa.kronick@fciadvisors.com,,List import
11168751,Inactive Investor,Richard Skinner,Financial Advisor,Edward Jones Cypress TX 25222 Northwest Fwy,rick.skinner@edwardjones.com,,Salesforce
11175470,Inactive Investor,Kimberly Quintanar,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 5224 E 69th Pl",kimberly.r.quintanar@ampf.com,,Salesforce
10973929,Inactive Investor,Kyle Britton,Lead Advisor,"SHP Wealth Management, LLC",kyleb@shpne.com,,Salesforce
10845827,Inactive Investor,Jerry Lack,,Cetera Investment Services LLC Pittsford NY 1150 Pittsford Victor Rd,jerry.lack@ceterais.com,,Salesforce
9568631,,Trish Francisco,,,trishstradebiz@gmail.com,,List import
10956935,Inactive Investor,Dillon Kepler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,dillon.kepler@fidelity.com,,Salesforce
10856267,Inactive Investor,Robert Ruff,Financial Services Professional,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",bobruff@financialguide.com,,Salesforce
11015932,Inactive Investor,Matthew Demaster,,"Principal Securities, Inc. Grafton WI 1242 13th Ave",demaster.matthew@principal.com,,Salesforce
11107932,Inactive Investor,Patrick Porter,,"Equitable Advisors, LLC Greenville NC 1105 Corporate Dr",patrick.porter@equitable.com,,Salesforce
10761673,Inactive Investor,Wiliam Vincente,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10606495,,Raymond Hart,"Financial Advisor, First Vice President - Wealth Management, Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,raymond.hart@ubs.com,914-287-6059,List Import
10801043,Inactive Investor,Mark Green,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,mark.r.green@morganstanley.com,,Salesforce
10911646,Inactive Investor,Indy Jones,,UBS Financial Services Inc. Lafayette LA 900 E Saint Mary Blvd,indy.colas@ubs.com,,Salesforce
11048912,Inactive Investor,Patrick Rogers,Senior Relationship Manager,Prosperity - An Eisneramper Company Iselin NJ 111 Wood Ave S,,,Salesforce
374113,,Jeffrey Giguere,,[Unknown],jeffreygiguere79i@gmail.com,,Salesforce
10935912,Inactive Investor,Trevor Lange,,"Ceros Financial Services, Inc.",tlange@cerosfs.com,,Salesforce
10827212,Inactive Investor,Erik Aden,Financial Advisor,"Equitable Advisors, LLC Omaha NE 1111 N 102nd Ct",erik.aden@equitable.com,,Salesforce
11132263,Inactive Investor,Lisa Nelson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,lisa.nelson@fidelity.com,,Salesforce
10951668,Inactive Investor,Eduardo Vela,,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,,,Salesforce
9549877,,Morris Cohen,,,morris.cohen@point72.com,,List import
10615285,,Roger McGlynn,Financial Advisor,,roger.mcglynn@morganstanley.com,,List Import
10864787,Inactive Investor,Leah Harper,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11234675,Inactive Investor,Joseph Norton,Wealth Manager,Creative Planning Charlotte NC Private Residence,joseph.norton@creativeplanning.com,,Salesforce
10942646,Inactive Investor,Harish Balakrishnapillai,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,harish.b@jpmorgan.com,,Salesforce
9648270,,Zhen Liu,,,liuzhenricky@gmail.com,,List import
9642688,,Mike Bousis,,,mikebousis@comcast.net,,List import
10941769,Inactive Investor,Monique Oparaji,,Goldman Sachs & Co.,,,Salesforce
10818658,Inactive Investor,John Pokladowski,Assistant Complex Manager;Vice President,"RBC Capital Markets, LLC Lemoyne PA 635 N 12th St",john.pokladowski@rbc.com,,Salesforce
11038546,Inactive Investor,Timm Nielsen,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
11132479,Inactive Investor,Todd Wagenberg,Chief Operating Officer;Co-Founder;Managing Partner;Regulatory Contact,"Integrated Investment Consultants, LLC",tw@integratedic.com,,Salesforce
10817924,Inactive Investor,Wendy Feng,Premium Banker,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,wendy.feng@us.hsbc.com,,Salesforce
11174127,Inactive Investor,Dennis Delphenich,Director - Wealth Management,Gries Financial Partners Dayton OH 67 Rhoads Center Dr,dennis@gries.com,,Salesforce
11078746,Inactive Investor,Kelli Hamilton,,J.P. Morgan Securities LLC Traverse City MI 250 E Front St,kelli.hamilton@jpmorgan.com,,Salesforce
11237233,Inactive Investor,Donald Greene,Financial Planner;Investment Advisor Representative,"Cosey Financial Services, Inc.",dgreene@coseyfinancial.com,,Salesforce
340094,,Lara Sterns,,Snowden Lane Partners,lsterns@snowdenlane.com,210-404-1120,Database Upload
237956,, -,,[[Unknown]],dong7100@gmail.com,,Organic Search
10817800,Inactive Investor,Stephanie Jameson,,State Farm VP Management Corp. Dundalk MD 3 Center Pl,stephanie.jameson.gqqg@statefarm.com,,Salesforce
3535421,,Ersin KOZA,,,kozaersin@gmail.com,,Web Form Fillout
10820797,Inactive Investor,Rasha Mesharafa,,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",rasha.mesharafa@wellsfargo.com,,Salesforce
10820189,Inactive Investor,Patrick Henry,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,pat.henry@edwardjones.com,,Salesforce
11159296,Inactive Investor,Michael Judd,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Westborough MA 1 Technology Dr,michael.judd@morganstanley.com,,Salesforce
11136346,Inactive Investor,Robert Burks,,Fidelity Brokerage Services LLC Katy TX 23233 Cinco Ranch Blvd,robert.burks@fidelity.com,,Salesforce
10923809,Inactive Investor,David Rice,,"B.B. Graham & Company, Inc.",,,Salesforce
9642349,,Tony Fenner-Leitao,,,tony.fennerleitao@gmail.com,,List import
6474550,,Darrel Williams,,,darrelwilliams424@gmail.com,,Web Form Fillout
9548723,,Robert Banijamali,,,banijamali1@gmail.com,,List import
9571485,,Adrian James,,,ajames21@gmail.com,,List import
11205725,Inactive Investor,James Akers,Financial Advisor,J.P. Morgan Securities LLC Ballwin MO 100 Clarkson Rd,james.akers@jpmorgan.com,,Salesforce
9613280,,Jamie Ingram,,,jamieingram82481@outlook.com,,List import
10864162,Inactive Investor,Doron Kochavi,,"Western International Securities, Inc.",,,Salesforce
10896122,Inactive Investor,Susu Cheung,Director - Alternative Investments;Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10781867,Inactive Investor,Alexander Khaddar,Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,alexander.khaddar@jpmorgan.com,,Salesforce
11163692,Inactive Investor,Dakota Jacobsen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",dakota.jacobsen@ml.com,,Salesforce
11127560,Inactive Investor,Tanner Booth,Senior Investment Service Specialist,Edward Jones Spring Hill FL Private Residence,tanner.booth@edwardjones.com,,Salesforce
10901749,Inactive Investor,Michael Young,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,mwyoung@ft.newyorklife.com,,Salesforce
9644909,,Phyllis JOhn,,,phyljohn@yahoo.com,,List import
10787908,Inactive Investor,Wayne Olson,Vice President,PFS Investments Inc. Omaha NE 10110 Nicholas St,wayne.olson@primerica.com,,Salesforce
10922576,Inactive Investor,Guy Levhar,Financial Advisor,"Wells Fargo Clearing Services, LLC Alpharetta GA 12830 Hwy 9 N",guy.levhar@wellsfargo.com,,Salesforce
10815752,Inactive Investor,Michael Hopkins,Financial Advisor,"Wells Fargo Clearing Services, LLC The Villages FL 1894 Laurel Manor Dr",michael.hopkins@wellsfargoadvisors.com,,Salesforce
10987351,Inactive Investor,Rachael Christensen,,LPL Financial LLC Thornton CO 12080 Colorado Blvd,rachael.christensen@lpl.com,,Salesforce
237519,, -,,[[Unknown]],bkktim@gmail.com,,
11051166,Inactive Investor,Takashi Minoura,,Neuberger Berman BD LLC,takashi.minoura@nb.com,,Salesforce
14849,,Matt Westfall,,ARGI,westyplz@gmail.com,,Event
4057261,,Dandrew Everetts,,,drewbug101@outlook.com,,Web Form Fillout
9646384,,SERHII KOVALENKO,,,tfeurocom@gmail.com,,List import
10947125,Inactive Investor,Jackson Corbo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10831342,Inactive Investor,Nathan Moore,Executive Vice President,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",nathan.moore@equitable.com,,Salesforce
10855439,Inactive Investor,Steven Indermuehle,Financial Advisor;First Vice President,Morgan Stanley Mequon WI 11501 N Port Washington Rd,steven.indermuehle@morganstanley.com,,Salesforce
10764498,Inactive Investor,Andrea Kotch Duda,Senior Vice President - Investments,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",andrea.kotch-duda@raymondjames.com,,Salesforce
10827399,Inactive Investor,Ian Hughes,,"Allstate Financial Services, LLC Reno NV 1055 W Moana Ln",ianhughes@allstate.com,,Salesforce
10901979,Inactive Investor,Gregory Yutzey,,Cetera Financial Specialists LLC Du Bois PA 147 W Long Ave,gregory.yutzey@ceterafs.com,,Salesforce
11190374,Inactive Investor,Amy Weidner,Financial Associate,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,amy.weidner@thrivent.com,,Salesforce
10784686,Inactive Investor,Andrew Ryan,Financial Advisor,Edward Jones Mount Sterling KY 25 Sterling Way,andy.ryan@edwardjones.com,,Salesforce
11152812,Inactive Investor,Curt Karas,,Cetera Financial Specialists LLC Sugar Grove IL Private Residence,curt.karas@ceterafs.com,,Salesforce
10829469,Inactive Investor,Theodore Binder,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Syracuse NY 5784 Widewaters Pkwy,tbinder@janney.com,,Salesforce
11108297,Inactive Investor,Thomas Cohn,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 1115 Locust St",thomas.cohn@nm.com,,Salesforce
9581957,,Brian Donley,,,bdonley@mendotafinancial.com,,List import
11047402,Inactive Investor,Yousuf Rasuli,,"U.S. Bancorp Investments, Inc. Newport Beach CA 1666 San Miguel Dr",yousuf.rasuli@usbank.com,,Salesforce
190835,,Nancy Creedon,,[Unknown],ncreedon@aol.com,,source
10942420,Inactive Investor,Sandra Gilland,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10767667,Inactive Investor,Margaret Simmons,,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",margaret.simmons@wellsfargoadvisors.com,,Salesforce
11123097,Inactive Investor,Stephen Ryan,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",,,Salesforce
11177393,Inactive Investor,Robert Westropp,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",,,Salesforce
9627179,,Noah Ingram,,,noah.ingram81@gmail.com,,List import
11055404,Inactive Investor,Drew Pickard,,Morgan Stanley Miami FL 20807 Biscayne Blvd,drew.pickard@morganstanley.com,,Salesforce
10815335,Inactive Investor,Jonathan Muhlendorf,Financial Planner,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",jonathan.muhlendorf@lfg.com,,Salesforce
9564221,,Harry K. Ratliff,,,hkrat6793@gmail.com,,List import
11125621,Inactive Investor,William Jolly,Financial Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",william.jolly@valic.com,,Salesforce
11102053,Inactive Investor,Kyle Lum,Financial Planner,"Osaic Wealth, Inc. Las Vegas NV 7560 W Sahara Ave",,,Salesforce
10914408,Inactive Investor,Hunter Brownlie,,"Vanderbilt Securities, LLC Newmarket NH 55 Main St",,,Salesforce
10771348,Inactive Investor,Michael Locher,Financial Advisor,Edward Jones Phoenix AZ 11811 N Tatum Blvd,mike.locher@edwardjones.com,,Salesforce
10999001,Inactive Investor,Scott Thornton,,"Hornor, Townsend & Kent, LLC Glen Rock NJ 55 Harristown Rd",sthornton@htk.com,,Salesforce
10754731,Inactive Investor,Bradley Rush,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,brad.rush@fmr.com,,Salesforce
11100837,Inactive Investor,Janet Marsey,,"Avantax Investment Services, Inc. Mt Pleasant SC Private Residence",,,Salesforce
10889087,Inactive Investor,Fradji Zeitoun,Investment Advisor,Citigroup Global Markets Inc. Brooklyn NY 7501 3rd Ave,fradji.hai.david.zeitoun@citi.com,,Salesforce
11204540,Inactive Investor,Jon Scott,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,wayne.scott@ubs.com,,Salesforce
11063610,Inactive Investor,Michael Stevens,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,"Capital Wealth Advisors, LLC",mstevens@capitalwealth.com,,Salesforce
10814690,Inactive Investor,Carla Register,,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",registerc@stifel.com,,Salesforce
10954481,Inactive Investor,Todd Haas,Associate,Edward Jones Sterling IL 2522 E Lincolnway,todd.haas@edwardjones.com,,Salesforce
111858,,Patrick Evans,Senior Financial Advisor,Grant Street Asset Management Inc.,pevans@gsaminc.com,(412) 257-8060,Event
10968288,Inactive Investor,Lindsay Thorstenson,Financial Services Representative,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11008055,Inactive Investor,Joohee Hong,,NYLIFE Securities LLC Tacoma WA 1201 Pacific Ave,jhong05@ft.newyorklife.com,,Salesforce
10646921,,James Reinig,,,james.reinig@lpl.com,,List Import
10956619,Inactive Investor,Ronny Matos,,"Wells Fargo Clearing Services, LLC Miami FL 1798 NE Miami Gardens Dr",,,Salesforce
10776803,Inactive Investor,Mark Gallagher,,Commonwealth Financial Network Saint Paul MN 2586 7th Ave E,mgallagher@cfnmail.com,,Salesforce
10755980,Inactive Investor,Matthew De Vito,Private Wealth Advisor;Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
235585,, -,,[[Unknown]],philipchan789@yahoo.com,,Advertising
11193883,Inactive Investor,Francois Viljoen,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",francois.viljoen@wellsfargoadvisors.com,,Salesforce
11107151,Inactive Investor,Samantha Craig,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
1003189,Inactive Investor,Michael Zavet,,Hyperion,mzprime@gmail.com,,3rd Party Lead Gen
10970086,Inactive Investor,Alexis Harris,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10967518,Inactive Investor,John Mulligan,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
207215,,David Elkin,,United States,tryin_to_profit@yahoo.com,,
11040043,Inactive Investor,Adelaide El Zein,Financial Planning Director;Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
11080858,Inactive Investor,Daniel Koehler,,J.P. Morgan Securities LLC Canton OH 4040 Tuscarawas St W,daniel.j.koehler@chase.com,,Salesforce
10782184,Inactive Investor,Diana Gaus,,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",dianagaus@synovus.com,,Salesforce
9620672,,Robby Moss,,,robby.moss@gmail.com,,List import
11124110,Inactive Investor,Grant Wacker,Senior Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",grant.wacker@ml.com,,Salesforce
10843700,Inactive Investor,John Maier,,"The Marshall Financial Group, Inc",,,Salesforce
11116995,Inactive Investor,Scott Loney,Financial Advisor,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",scott.loney@prudential.com,,Salesforce
11217943,,Fatima Amara Khalid,,,fatima-amara.khalid@jpmorgan.com,,List Import
10754250,Inactive Investor,Madison Osias,Financial Advisor;Financial Planning Specialist;Global Sports and Entertainment Associate Director,Morgan Stanley Irvine CA 1901 Main St,madi.osias@morganstanley.com,,Salesforce
11177120,Inactive Investor,Brian Gudgel,Senior Wealth Strategy Associate,UBS Financial Services Inc. Merced CA 860 W Olive Ave,brian.gudgel@ubs.com,,Salesforce
10404232,,Coulibaly Dolourou Ibrahima,,,ic2964651@gmail.com,,Web Form Fillout
9565579,,Howard Ross,,,hross@llrpartners.com,,List import
11116614,Inactive Investor,David Bolduc,,"Pruco Securities, LLC. El Segundo CA 222 N Pacific Coast Hwy",david.bolduc@prudential.com,,Salesforce
9626775,,Ashley Scott,,,francesthomas453423@gmail.com,,List import
10899981,Inactive Investor,Jonathon Allen,,"CUSO Financial Services, L.P. Anaheim CA 5601 E La Palma Ave",,,Salesforce
9550242,,Ingo Gefeke,,,i27gefeke@gmail.com,,List import
9578810,,Edward Grigoryan,,,boogiepop57@yahoo.com,,List import
11003166,Inactive Investor,Tanya Shaneyfelt,Associate,Edward Jones Muncie IN 1800 W McGalliard Rd,tanya.shaneyfelt@edwardjones.com,,Salesforce
10854749,Inactive Investor,Jim Akasala,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New Rochelle NY 45 Quaker Ridge Rd,jim.j.akasala@jpmorgan.com,,Salesforce
9578509,,Hernando Bernal-Huerta,,,hbernalh@gmail.com,,List import
9559016,,Owen Mitchell,,,owenjerome@gmail.com,,List import
10950885,Inactive Investor,Hugh Worthington,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11208784,Inactive Investor,Marcus Stookey,Investment Advisor Representative,GrowStrong Wealth Strategies,,,Salesforce
11051351,Inactive Investor,Jeannette Jordan,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Ellicott City MD 6021 University Blvd",jeannettejordan@financialguide.com,,Salesforce
11086218,Inactive Investor,Dalton Horne,,"Empower Financial Services, Inc Aurora CO Private Residence",dalton.horne@empower.com,,Salesforce
11062415,Inactive Investor,Bryan Urbach,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11157838,Inactive Investor,Robert Hirsch,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond TX 8003 W Grand Pkwy S",robert.hirsch@wellsfargoadvisors.com,,Salesforce
10967854,Inactive Investor,Pablo Rodriguez,,"Wells Fargo Clearing Services, LLC Claremont CA 203 Yale Ave",,,Salesforce
9645485,,Rick Bell,,,ricklbell5@aol.com,,List import
9549673,,JOHN CANALE,,,jcanale20@gmail.com,,List import
11089564,Inactive Investor,Jason Korzan,,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,jason_korzan@glic.com,,Salesforce
10958877,Inactive Investor,Desiree Francom,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10992721,Inactive Investor,Clifford Gale,,J.P. Morgan Securities LLC Las Vegas NV 8174 Las Vegas Blvd S,clifford.h.galejr@chase.com,,Salesforce
11103333,Inactive Investor,Lindsey Strand,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",lindsey.braun@nm.com,,Salesforce
11258738,Inactive Investor,Preston Henry,,"Sugarloaf Wealth Management, LLC Watkinsville GA 3651 Mars Hill Rd",phenry@swmllc.com,,source
11035855,Inactive Investor,Gregory Vogel,Financial Advisor,LPL Financial LLC Kenner LA 1800 Williams Blvd,greg.vogel@lpl.com,,Salesforce
10988236,Inactive Investor,Megan Horton,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10893909,Inactive Investor,John Sullivan,,"Equitable Advisors, LLC Edmond OK 609 S Kelly Ave",john.sullivan@equitable.com,,Salesforce
10787925,Inactive Investor,James Truman,Financial Advisor,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",james.truman@prudential.com,,Salesforce
10973503,Inactive Investor,John Castaneda,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10618795,,Kristina Van Liew,,,kristina.vanliew@morganstanley.com,,List Import
10772625,Inactive Investor,David Nader,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",david_nader@ml.com,,Salesforce
9612282,,Sandeep Mateti,,,matetisundeep4893@gmail.com,,List import
5323663,,ERHAN BAYAR,,,erhbyr@gmail.com,,Web Form Fillout
10856692,Inactive Investor,Louis Cheregotis,Senior Vice President - Investments,"C2C Wealth Management, LLC Sausalito CA 180 Harbor Dr",louis@c2cwealth.com,,Salesforce
11218916,,Barry Hilliard,,,barry.hilliard@middletonco.com,,Other
11059550,Inactive Investor,Jack Yuan,Private Client Advisor,J.P. Morgan Securities LLC Flushing NY 4028 College Point Blvd,jack.yuan@jpmorgan.com,,Salesforce
217052,,Arthur Ashman,,Bioplant,aashman@optonline.net,,
11187040,Inactive Investor,Cara Buzzi,Associate Financial Planner,"Citizens Securities, Inc.",cara.m.buzzi@citizenssecurities.com,,Salesforce
11056289,Inactive Investor,Stephen Enochs,,Cape Securities Inc.,sgenochs@capesecurities.com,,Salesforce
11210139,Inactive Investor,Alberto Boulton,Assistant Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",alberto.boulton@ml.com,,Salesforce
11126601,Inactive Investor,Conor Porter,Financial Advisor,Edward Jones Crofton MD 1302 Cronson Blvd,conor.porter@edwardjones.com,,Salesforce
11026739,Inactive Investor,Eric Garsin,Chief Financial Officer;Regulatory Contact,"NorthLanding Financial Partners, LLC",eric@northlandingfp.com,,Salesforce
9614458,,Matthew Drennen,,,matthewdrennen21@gmail.com,,List import
11112830,Inactive Investor,Ivan Rodriguez,,"Farmers Financial Solutions, LLC North Hills CA 15650 Nordhoff St",irodriguez@farmersagent.com,,Salesforce
10865635,Inactive Investor,Oksana Yuzefovich,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,oksana.yuzefovich@fidelity.com,,Salesforce
11097784,Inactive Investor,Gary Barth,,"Ameritas Investment Company, LLC Kearney NE 2915 2nd Ave",gbarth@ameritas.com,,Salesforce
10873920,Inactive Investor,Scot Hanson,,"Advanced Advisor Group, LLC",,,Salesforce
10613307,,Peter Gawreluk,Financial Advisor,,pgawreluk@capital-financial.com,,List Import
10840454,Inactive Investor,Leeland Gray,Managing Member;Owner,Green Pastures Wealth Management LLC,lgray@greenpastureswm.com,,Salesforce
11203245,Inactive Investor,Michael Occhiuto,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",michael.occhiuto@rbc.com,,Salesforce
10862907,Inactive Investor,Robert Villareal,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Raleigh NC 4313 Glenwood Ave",robert.villareal@schwab.com,,Salesforce
11101687,Inactive Investor,Katharine McRoskey,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,katharine.mcroskey@jpmorgan.com,,Salesforce
10907904,Inactive Investor,Amanda English,,SECU Brokerage Services Burgaw NC 1000 N Rhodes Ave,amanda.english@ncsecu.org,,Salesforce
11075784,Inactive Investor,Bryan Faller,,Lincoln Investment Blackwood NJ 900 Rte 168,bfaller@lincolninvestment.com,,Salesforce
11087937,Inactive Investor,Matthew Miller,,J.P. Morgan Securities LLC Cincinnati OH 495 Vine St,,,Salesforce
9630351,,First Last,,,grizzly@nospoon.xyz,,List import
10929649,Inactive Investor,Amber Moore,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,amber.smyser.ndm1@statefarm.com,,Salesforce
10853188,Inactive Investor,Marc Smith,Chief Compliance Officer;Managing Partner;Member;Principal,OARS Capital,marc@oarscapital.com,,Salesforce
9604429,,NEIL HAZLE,,,nhazle@yahoo.com,,List import
11099928,Inactive Investor,Lisa Barram,Manager;President,"Prosperity Advisers, LLC",lisa@retirementprosperity.com,,Salesforce
11029733,Inactive Investor,Aaron Troup,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 130 Admiral Cochrane Dr",aaron.troup@ampf.com,,Salesforce
11006949,Inactive Investor,Tammy Holstein,,"Empower Financial Services, Inc Northwood OH Private Residence",tammy.holstein@empower.com,,Salesforce
10899887,Inactive Investor,Joel Warren,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joel.warren@fidelity.com,,Salesforce
10833044,Inactive Investor,Jeffrey Zamora,Associate Financial Advisor,"Ameriprise Financial Services, LLC Richardson TX 2435 N Central Expy",jeffrey.zamora@ampf.com,,Salesforce
11112963,Inactive Investor,Jeffrey Janssen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",jeffrey_e_janssen@ml.com,,Salesforce
11044934,Inactive Investor,Benjamin Baertschy,Financial Advisor,LPL Financial LLC Fond Du Lac WI 54 E 1st St,ben.baertschy@edwardjones.com,,Salesforce
10846650,Inactive Investor,Rosemary Best,,Citigroup Global Markets Inc.,rosemary.best@citi.com,,Salesforce
11170755,Inactive Investor,Michael Koehler,,PFS Investments Inc. Columbus OH 6161 Busch Blvd,michael.koehler@primerica.com,,Salesforce
10948111,Inactive Investor,Ricardo Valencia,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",ricky.valencia@nm.com,,Salesforce
10921452,Inactive Investor,Brian Metzger,,NYLIFE Securities LLC El Paso TX 701 Post Oak Ct,bmetzger@ft.newyorklife.com,,Salesforce
10974287,Inactive Investor,Christopher Perez,,"Calton & Associates, Inc.",cperez@calton.com,,Salesforce
11167623,Inactive Investor,Valentina Herrera Castano,Financial Service Advisor,J.P. Morgan Securities LLC Southampton NY 60 Main St,valentina.herreracastano@ml.com,,Salesforce
46640,,Randall Barnes,,"Transamerica Financial Advisors, Inc",randall.barnes@transamerica.com,520-268-9015,
9563228,,fructuoso caballero,,,fructuosocabaltero@outlook.com,,List import
11180707,Inactive Investor,Lawrence Haertel,Managing Director - Wealth Management,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,lawrence.haertel@ubs.com,,Salesforce
11046292,Inactive Investor,Katelyn Woodall,,"Bankers Life Securities, Inc. Warwick RI 475 Kilvert St",katelyn.woodall@bankerslife.com,,Salesforce
9585603,,Michael Shannon,,,mshannon@mergerfund.com,,List import
9594846,,Jacqueline Shoback,,,jsshoback@gmail.com,,List import
9575257,,Howard Baldwin,,,htbaldwin@yahoo.com,,List import
11207532,Inactive Investor,Carrie Cormier,,LPL Financial LLC Baton Rouge LA 10235 Jefferson Hwy,carrie.cormier@lpl.com,,Salesforce
11025180,Inactive Investor,Tania Tavira,Investment Advisor,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",tania.tavira@prudential.com,,Salesforce
9577596,,Yokymia Roberts,,,koleha2007@gmail.com,,List import
10782146,Inactive Investor,Tracy Faucette,Financial Advisor,Edward Jones Forest City NC 612 Oak St,tracy.faucette@edwardjones.com,,Salesforce
10977556,Inactive Investor,Chandler Williamson,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,,,Salesforce
217403,,Jair Soares,,United States,jair.c.soares@gmail.com,,source
11166247,Inactive Investor,Jeffrey Affeldt,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,jeffrey.affeldt@ubs.com,,Salesforce
10992375,Inactive Investor,Braden Pewe,,NYLIFE Securities LLC Fargo ND 2000 44th St S,bjpewe@ft.newyorklife.com,,Salesforce
11068443,Inactive Investor,Robert Drake,,State Farm VP Management Corp. Washington MI 64445 Van Dyke Rd,robertdrake@statefarm.com,,Salesforce
11112391,Inactive Investor,William Kaufmann,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
10508063,,John Richard,,,j.richard@zogar-management.lu,,Web Form Fillout
10930170,Inactive Investor,G Abbott,,"FBL Marketing Services, LLC Payson UT 887 E 100 N",nelson.abbott@fbfs.com,,Salesforce
11185554,Inactive Investor,Guillermo Chavez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11117059,Inactive Investor,Lisa Paczkowski,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,lisa.paczkowski@ubs.com,,Salesforce
231566,, -,,[[Unknown]],konopcoin@gmail.com,,Organic Search
9644461,,Tom Buno,,,tbtrade24@gmail.com,,List import
10812551,Inactive Investor,Kurt Ochs,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,kurt_ochs@glic.com,,Salesforce
10847766,Inactive Investor,Stephen Blomberg,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",stephen.j.blomberg@ampf.com,,Salesforce
166004,,mahdyar Moghaddam,,[Unknown],mahdyar.moghaddam@hotmail.com,,
10938454,Inactive Investor,Vicki Bartimoccia,,LPL Financial LLC Tucson AZ 7481 E Broadway Blvd,vicki.bartimoccia@lpl.com,,Salesforce
11149142,Inactive Investor,Luis Sepulveda,,B. Riley Wealth Management Villa Park IL 1 Tower Ln,,,Salesforce
11146791,Inactive Investor,Heather Hampshire,Assistant Vice President;Supervisory Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",heather.hampshire@ml.com,,Salesforce
209840,,Mark Totman,,Retired Investor INdividual,mhtotman@yahoo.com,7813678970,
11094211,Inactive Investor,Jon Bennett,,PFS Investments Inc. West Chester PA 1595 Paoli Pike,jbennett.9kmkm@primerica.com,,Salesforce
11041096,Inactive Investor,William Danielson,,J.P. Morgan Securities LLC Crescent City CA 803 3rd St,william.c.danielsonjr@chase.com,,Salesforce
10934797,Inactive Investor,Jaime Cutter,Client Service Associate,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,jaime.cutter@morganstanley.com,,Salesforce
10644968,,Troy Peters,,,tpeters@lincolninternational.com,,List Import
9605032,,Chris Davies Davies,,,davieschris5@sky.com,,List import
347403,,Stacie Wilson,,Sjhl Financial Group,swilson@sjhl.com,620-241-1826,Manual List Upload
10923155,Inactive Investor,Jessica Ryan,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",jessica.leonard@nm.com,,Salesforce
10852310,Inactive Investor,Adriana Bobulsky,Senior Registered Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
10763320,Inactive Investor,Doreen Catanio,,"World Investments, Inc. North Arlington NJ 182 Prospect Ave",,,Salesforce
11237104,Inactive Investor,Ian Joyce,Lead Investment Analyst;Operations Analyst,"Resonant Capital Advisors, LLC",ijoyce@resonantcapital.com,,Salesforce
11004076,Inactive Investor,Carol Steward,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",carol.steward@gwrs.com,,Salesforce
10850018,Inactive Investor,Denise Richardson,,LPL Financial LLC Clive IA 16400 Sheridan Ave,denise.richardson@lpl.com,,Salesforce
10790308,Inactive Investor,Gregory Malin,,"Raymond James Financial Services, Inc. Camp Hill PA 3344 Trindle Rd",gregory.malin@raymondjames.com,,Salesforce
5218561,,chen Zhang,,,yz2031243@gmail.com,,Web Form Fillout
11229538,Inactive Investor,Kristen Wilson,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",kristen.wilson@nm.com,,Salesforce
10838443,Inactive Investor,Bret Ohlhausen,,State Farm VP Management Corp. Kansas City MO 8549 Church Rd,,,Salesforce
123821,,David Tucker,"Director - Business Development, Financial Advisor","Hightower Advisors, Llc",dtucker@hightoweradvisors.com,312-962-3886,
10696082,,Vanessa Alonzo,,STEWARD PARTNERS INVESTMENT SOLUTIONS LLC,vanessa.alonzo@stewardpartners.com,,List Import
9615176,,Spencer Moran,,,sjmoran14@gmail.com,,List import
11019410,Inactive Investor,Kevin O'Connell,Senior Consultant,Fiducient Advisors LLC Wellesley Hills MA 20 William St,,,Salesforce
10803272,Inactive Investor,Edward Mallon,President;Trustee,"Secure Planning, LLC",edm@secureplanninginc.com,,Salesforce
11025338,Inactive Investor,Robert Brite,Financial Advisor,LPL Financial LLC Kenner LA Private Residence,bob.brite@lpl.com,,Salesforce
11163595,Inactive Investor,Charles Hickey,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,charles.hickey@primerica.com,,Salesforce
11231879,Inactive Investor,Fernando Lopez,,"Northern Trust Securities, Inc. Miami FL 600 Brickell Ave",,,Salesforce
9585617,,Thomas Smythe,,,tsmythe@massmutual.com,,List import
11056643,Inactive Investor,Valentino Pase,,PFS Investments Inc. Kapolei HI 91-1010 Shangrila St,valentino.pase@primerica.com,,Salesforce
2106439,,Robert Bussman,,,eastsidebob@comcast.net,,
10816517,Inactive Investor,Bradley Roberts,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,bradley.roberts@ubs.com,,Salesforce
10956167,Inactive Investor,Roberto Trejo,Managing Member;Owner;Regulatory Contact,"Entrust Investment Services, LLC",rtrejo@entrustinv.com,,Salesforce
11135574,Inactive Investor,Janet Mendez,,"Osaic Institutions, Inc. San Juan Capistrano CA 29222 Rancho Viejo Rd",,,Salesforce
10897757,Inactive Investor,Roxanna Bruss,,Cetera Investment Services LLC Green Bay WI 2215 S Oneida St,,,Salesforce
10930206,Inactive Investor,Elisa Morales,,PFS Investments Inc. Los Angeles CA 2034 Cotner Ave,elisa.morales@primerica.com,,Salesforce
163771,,Robert Ekback,,[Unknown],bob@ekback.com,,
4609103,,Ariel Kowalczyk,,,ariel.kowalczyk@gmail.com,,Web form fillout
9609861,,Tarek Austin,,,tarekaustin@gmail.com,,List import
10838534,Inactive Investor,Jon August,,"Saxony Securities, Inc.",jaugust@saxonysecurities.com,,Salesforce
9602844,,carlos mendez,,,egalweb@gmail.com,,List import
225293,,Dan Champagne,,[Unknown],dan0296@gmail.com,,Direct
10853995,Inactive Investor,Blaise Hayden,Head - Trading;Managing Director,Fogel Capital Management Inc,,,Salesforce
11116629,Inactive Investor,Lawrence Pappas,,"Pruco Securities, LLC. Bloomfield NJ 300 Broadacres Dr",lawrence.pappas@prudential.com,,Salesforce
10780576,Inactive Investor,Gail Hefferen,Investment Associate,UBS Financial Services Inc. New York NY 299 Park Ave,gail.hefferen@ubs.com,,Salesforce
11177390,Inactive Investor,Lee Alper,,"MML Investors Services, LLC New York NY 622 3rd Ave",lalper@massmutual.com,,Salesforce
11012902,Inactive Investor,Amy Hayashida,,NYLIFE Securities LLC Elk Grove CA 9280 W Stockton Blvd,ahayashida@ft.newyorklife.com,,Salesforce
10695986,,Brooke Murawski,,Capital Group,bvb@capgroup.com,,List Import
9640740,,john hopkins,,,mooneynm@tcd.ie,,List import
10967949,Inactive Investor,Jordan Greer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11186258,Inactive Investor,Nathan Blanchard,,State Farm VP Management Corp. Idaho Falls ID 690 W Broadway St,nate.blanchard.tpzm@statefarm.com,,Salesforce
11123195,Inactive Investor,Lauren O'Brien,,"Sage, Rutty & Co., Inc.",lobrien@sagerutty.com,,Salesforce
10837091,Inactive Investor,Dennis Parrish,,"Osaic Wealth, Inc. Indianapolis IN 9000 Keystone Xing",,,Salesforce
10762517,Inactive Investor,Daniel Roper,Financial Advisor,Edward Jones Saint Louis MO 8009 Mackenzie Rd,daniel.roper@edwardjones.com,,Salesforce
11042261,Inactive Investor,Jill Smith,,"Raymond James Financial Services, Inc. Louisville KY 4070 Westport Rd",jill.smith@raymondjames.com,,Salesforce
11205728,Inactive Investor,Cody Christopher Subia,,J.P. Morgan Securities LLC Golden CO 14417 W Colfax Ave,cody-christopher.subia@jpmorgan.com,,Salesforce
10915899,Inactive Investor,Violet Son,Financial Advisor,Edward Jones Alexandria VA 5901 Kingstowne Village Pkwy,violet.son@edwardjones.com,,Salesforce
9636778,,Max Filbeck,,,mfilbeck@keenwealthadvisors.com,,List import
10902847,Inactive Investor,Katherine Hagman,Financial Advisor,"Ameriprise Financial Services, LLC Wichita KS 8415 E 21st St N",kate.hagman@ampf.com,,Salesforce
166697,,Kieran Goodwin,,[Unknown],kierangoodwin@gmail.com,,Paid Social
9557453,,John Joseph,,,john.joseph@transamerica.com,,List import
10769956,Inactive Investor,Ricardo Filizola,,Bolton Global Capital Brownsville TX 50 W Morrison Rd,,,Salesforce
11018400,Inactive Investor,Willie Stokes,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",willie.stokes@tiaa.org,,Salesforce
10965058,Inactive Investor,Ryan Gloff,Retirement Specialist,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10935091,Inactive Investor,Albert Mcdaniel,,"Farmers Financial Solutions, LLC Lewisville TX 4030 Justin Rd",amcdaniel@farmersagent.com,,Salesforce
10872373,Inactive Investor,Alexis Aragones,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",alexis.aragones@ml.com,,Salesforce
11180093,Inactive Investor,Olivia Rogers,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY 21 Masse Pl",olivia.rogers@ml.com,,Salesforce
10854722,Inactive Investor,Steven Morse,,Sigma Financial Corporation Ann Arbor MI 3680 W Liberty Rd,smorse@sigmarep.com,,Salesforce
11090998,Inactive Investor,Derrick Ossi,,"Osaic Wealth, Inc. New York NY 80 5th Ave",,,Salesforce
213238,,Vera Krahmal,,[Unknown],v.krahmal@gmail.com,,Organic Search
11043575,Inactive Investor,James Kane,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Lakewood NY 110 Chautauqua Ave",jake.kane@wellsfargoadvisors.com,,Salesforce
10604491,,Yanbin Zhu,Financial Advisor,B Briley Wealth,ezhu@brileywealth.com,5618695181,List Import
11043285,Inactive Investor,Hongmei Yu,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,hongmei_yu@vanguard.com,,Salesforce
11219780,,Kelly Hammond,,,kelly_hammond@troweprice.com,,Other
11108073,Inactive Investor,Andrew Klazmer,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 40 Monument Rd",andrew.klazmer@equitable.com,,Salesforce
11221634,,Shaun Burgess,,,shaun.burgess@cumber.com,,List Import
9548560,,Nathan Allman,,,nathanlallman@gmail.com,,List import
10817241,Inactive Investor,Geoffrey White,Chief Compliance Officer;Managing Member;Owner,"Capital Strategies Group, LLC",,,Salesforce
10849685,Inactive Investor,Michael Mullenbach,Financial Advisor,"Raymond James & Associates, Inc. Deerfield IL 510 Lake Cook Rd",michael.mullenbach@raymondjames.com,,Salesforce
248333,,Josh Gottlieb,Founder,K Level One,josh@klevel.one,,Manual List Upload
11135224,Inactive Investor,Ian Nelson,,"Wells Fargo Advisors Financial Network, LLC Loveland CO 2725 Rocky Mountain Ave",,,Salesforce
10762609,Inactive Investor,Richard Hillman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",richard_hillman@ml.com,,Salesforce
9556266,,Diego Gervu,,,diegogervu@gmail.com,,List import
10938523,Inactive Investor,Steve Holeman,,PFS Investments Inc. Colonial Heights VA 320C Dimmock Pkwy,steve.holeman@primerica.com,,Salesforce
209732,,Jurgen Heppe,Executive Vice President,Standard Bank Group§,jurgen.heppe@yahoo.com,,
11124925,Inactive Investor,Eric Holm,,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",eric.holm@wellsfargoadvisors.com,,Salesforce
11039301,Inactive Investor,Joan Espinosa,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,joan.espinosa@morganstanley.com,,Salesforce
10364077,,park sunglim,,,slpark774@gmail.com,,Web form fillout
10976574,Inactive Investor,Manuel Rivera,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,manuel.rivera@jpmorgan.com,,Salesforce
10788809,Inactive Investor,David Johnson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Fort Wayne IN 7030 Pointe Inverness Way",,,Salesforce
201334,,Robert Ross,Chief Compliance Officer,Boston Private Wealth,rross@bostonprivate.com,617-912-0280,
10789571,Inactive Investor,Roland Andrews,Financial Advisor,Edward Jones Snow Hill NC 113 Heritage Xing,brent.andrews@edwardjones.com,,Salesforce
10880139,Inactive Investor,Jason Williams,,Citigroup Global Markets Inc.,,,Salesforce
11023908,Inactive Investor,Michaela Kowatch,Client Service Associate,Morgan Stanley Conshohocken PA 100 Front St,michaela.kowatch@morganstanley.com,,Salesforce
10973853,Inactive Investor,Jul Halligan,,Santander Securities LLC Staten Island NY 4025 Amboy Rd,jul.halligan@santander.us,,Salesforce
10955679,Inactive Investor,Kristopher Jantzen,Financial Advisor,LPL Financial LLC Broken Arrow OK 439 Stone Wood Dr,kristopher.jantzen@lpl.com,,Salesforce
10926515,Inactive Investor,Laura Raymond,,J.P. Morgan Securities LLC,,,Salesforce
346007,,Kevin Grimes,President And Chief Investment Officer,"Grimes & Company, Inc.",kgrimes@grimesco.com,508-366-3883,Manual List Upload
11222592,,Perry McClain,,,pmcclain@commonwealth.com,,List Import
10775986,Inactive Investor,Cameron Holland,Financial Advisor,Edward Jones North Andover MA 820 Turnpike St,travis.holland@edwardjones.com,,Salesforce
11168217,Inactive Investor,Justin Kuntz,Client Associate,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,justin.kuntz@ubs.com,,Salesforce
11075361,Inactive Investor,Eric Lipkind,,Goldman Sachs & Co.,,,Salesforce
11126057,Inactive Investor,Michael Reynolds,,"Calton & Associates, Inc. Boise ID 1215 S Maple Grove Rd",michael.reynolds@calton.com,,Salesforce
10846408,Inactive Investor,Julio Figueroa,,Citigroup Global Markets Inc.,julio.figueroa@citi.com,,Salesforce
11107256,Inactive Investor,Ryan Mccormack,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",rmccormack@ml.com,,Salesforce
10938582,Inactive Investor,Dannielle Roberts,Financial Representative,MWA Financial Services Inc. Sulligent AL 55314 Hwy 17,dannielle.roberts@mwarep.org,,Salesforce
10617450,,Gregory Pusinelli,,,gpusinelli@williamblair.com,,List import
332373,,raphael mikati,,[Unknown],r.mikati@asset-ag.com,,
10907292,Inactive Investor,James Carr,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,jimmy.carr.uwle@statefarm.com,,Salesforce
10996680,Inactive Investor,Susan Green,,USA Financial Securities LLC Tustin CA 17332 Irvine Blvd,,,Salesforce
10979195,Inactive Investor,Cyril Kanagaraj,Financial Advisor,LPL Financial LLC Beachwood OH 3333 Richmond Rd,cyril.kanagaraj@lpl.com,,Salesforce
47108,,John Vaccaro,"Chairman, Chief Executive Officer, Corporate Vice President, President","MML Investors Services, LLC",jvaccaro@massmutual.com,413-744-1515,
10858635,Inactive Investor,Steven Bullert,Financial Advisor,"Osaic Wealth, Inc. Saint Paul MN 1987 Old Hwy 8 NW",,,Salesforce
9608776,,Julian Hosp,,,info@julianhosp.com,,List import
11073813,Inactive Investor,Steve Adams,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9630205,,MOHAMMADMAHDI HOSSEINI,,,smmhosseini@gmail.com,,List import
10754383,Inactive Investor,Cameron Duncan,Registered Client Associate,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",cameron.duncan@rbc.com,,Salesforce
9627973,,Ray Peng,,,rpeng@centerbridge.com,,List import
10977959,Inactive Investor,Kelly Freeman,Investment Manager,"Mattern Capital Management, LLC",kelly.freeman@matterncapital.com,,Salesforce
10983673,Inactive Investor,Kiel Holmes,Advisor;Vice President,"Kelsey Financial, LLC Lake Balboa CA Private Residence",kiel@kelseyfinancial.net,,Salesforce
10915860,Inactive Investor,Alessandra Nicolas,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10978577,Inactive Investor,Robert Rice,Client Service Associate,Davenport & Company LLC,rrice@investdavenport.com,,Salesforce
9543518,,Collins Jones,,,collins.jones@valic.com,,List import
11039148,Inactive Investor,Adam Cohen,,"Farmers Financial Solutions, LLC Georgetown TX 111 W 9th St",acohen@farmersagent.com,,Salesforce
10658567,,Elijah Lares,,,elijah.lares@raymondjames.com,,List Import
11161812,Inactive Investor,Jessica Reeder,Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11025888,Inactive Investor,Michael Peterson,,LPL Financial LLC Lincoln NE Private Residence,,,Salesforce
204096,,Colin Sturgis,Advisor,"Signaturefd, Llc",colin.sturgis@signaturefd.com,404-253-7600,Manual List Upload
10930624,Inactive Investor,Donna Norian,,"Vanderbilt Securities, LLC",,,Salesforce
11160267,Inactive Investor,Michael Sevieri,,"Securities Management & Research, Inc. Meridian ID 1900 N Lakes Pl",,,Salesforce
10787765,Inactive Investor,Katherine Pope,,"Truist Investment Services, Inc. Clinton NC 501 Warsaw Rd",kathy.pope@truist.com,,Salesforce
10858086,Inactive Investor,William Jamison,Financial Advisor;Member;President;Treasurer,"LifePlan Financial, LLC",william@lifeplan-financial.com,,Salesforce
374511,,Jeremy Swank,,"Kestra Advisory Services, LLC",jswank@personalwealthsolutions.com,,Salesforce
10778236,Inactive Investor,Michael Amato,,"Avantax Investment Services, Inc. Southampton PA 130 Buck Rd",,,Salesforce
10908017,Inactive Investor,Caren Sgarlato,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10952264,Inactive Investor,Neal Rodin,,Fidelity Brokerage Services LLC,,,Salesforce
10831191,Inactive Investor,Margaret Pierce,,PlanMember Securities Corporation Duxbury MA Private Residence,,,Salesforce
9602468,,Craig Schinke,,,cschinke@metlife.com,,List import
10800092,Inactive Investor,Christopher Barnard,First Vice President - Wealth Management,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,chris.barnard@ubs.com,,Salesforce
106344,,Adrian Asleson,,N/a,ajasleson@comcast.net,713-927-1735,
10945755,Inactive Investor,Victor Dupuis,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",victor.dupuis@equitable.com,,Salesforce
11162546,Inactive Investor,Kendra Salyers-Barnes,,"FBL Marketing Services, LLC Hoxie KS 729 Main St",kendra.salyers-barnes@fbfs.com,,Salesforce
9610339,,Dr Myron Bouray,,,mymy1926@hotmail.com,,List import
11006952,Inactive Investor,Melisa Giacona,,"Empower Financial Services, Inc Amherst NH Private Residence",melisa.giacona@empower.com,,Salesforce
223347,,Adam Macdonald,Maintenance Officer,Canadian Armed Forces | Forces armées canadiennes,adammacdonaldster@gmail.com,,
11068793,Inactive Investor,Corey Streim,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",corey.streim@ml.com,,Salesforce
11209851,Inactive Investor,Alan Stone,,J.P. Morgan Securities LLC Louisville KY 1718 Bardstown Rd,alan.stone@jpmorgan.com,,Salesforce
10847996,Inactive Investor,Myles Mezzetti,Chief Executive Officer,"Myles Wealth Management, LLC",mvmezzetti@myleswm.com,,Salesforce
11062154,Inactive Investor,Kyle Cobia,Financial Advisor,LPL Financial LLC Winter Haven FL 250 Avenue K SW,lorin.bice@lplfinancial.com,,Salesforce
11137361,Inactive Investor,Mateo Antelo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11087683,Inactive Investor,Jay Kimball,Financial Advisor,"Pruco Securities, LLC. Fort Washington PA 500 Office Center Dr",jay.kimball@prudential.com,,Salesforce
10925862,Inactive Investor,Dustin Creager,Financial Advisor,Edward Jones Spring TX 19515 Champion Forest Dr,dustin.creager@edwardjones.com,,Salesforce
9559793,,Melody Townsend,,,melody@townsendfinancialplanning.com,,List import
10874286,Inactive Investor,Gueorgui Ivanov,Chief Compliance Officer;Chief Operating Officer,"Quantum Capital Management, LLC",givanov@quantumadv.com,,Salesforce
10783297,Inactive Investor,Suzanne Les,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10901478,Inactive Investor,Paul Grippi,,Vanguard Marketing Corporation,paul_grippi@vanguard.com,,Salesforce
10930984,Inactive Investor,Morrell McCaskill,Wealth Management Advisor,Commonwealth Financial Network Statesboro GA 19 Church St,morrellmccaskill@financialguide.com,,Salesforce
5260689,,lika jaa,,,gigosih696@sunetoa.com,,Web Form Fillout
372894,,Robert Childs,,[Unknown],robertchilds2003@yahoo.com,,source
10903029,Inactive Investor,Stephanie Bigwood,Chief Compliance Officer;Managing Principal,"Goldsborough Capital Management, LLC",,,Salesforce
10914997,Inactive Investor,Edward Lazerow,Chief Compliance Officer;Managing Member,"EJL Asset Management, LLC",,,Salesforce
10769321,Inactive Investor,Thomas Gearhart,,Thrivent Investment Management Inc. Doylestown PA 350 S Main St,thomas.gearhart@thrivent.com,,Salesforce
10878461,Inactive Investor,Patricia Jelenic,,J.P. Morgan Securities LLC Madison OH 6572 N Ridge Rd,patricia.jelenic@jpmorgan.com,,Salesforce
9555660,,Ralph Bryant,,,rbryant@decaturcapital.com,,List import
11098190,Inactive Investor,Adam Bruggeman,,"First Palladium, LLC",,,Salesforce
11221274,,Mark Gierach,,,mark@stilesfinancial.com,,List Import
11128310,Inactive Investor,Allison Bolger,Financial Associate,Thrivent Investment Management Inc. Sioux Falls SD 1152 E 77th St,allison.bolger@thrivent.com,,Salesforce
10645658,,Patti Levin,,,patti.r.levin@jpmorgan.com,,List Import
231501,, -,,[[Unknown]],kshace2@gmail.com,,Organic Search
10757758,Inactive Investor,Lawrence Magid,Vice President,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,lmagid@rwbaird.com,,Salesforce
11217088,,Melissa Ray,,,mray@lincolninvestment.com,,Other
11138487,Inactive Investor,Kevin Masella,Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,kevin.masella@morganstanley.com,,Salesforce
10754354,Inactive Investor,Robert Penewell,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",robert.m.penewell@wellsfargoadvisors.com,,Salesforce
9594941,,Roger Scheffel,,,roger@wstam.com,,List import
11114607,Inactive Investor,Neha Maithani,,"U.S. Bancorp Investments, Inc. Hartland WI 160 E Capitol Dr",neha.maithani@usbank.com,,Salesforce
10829696,Inactive Investor,George Leasca,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Worcester MA 100 Front St,george.leasca@morganstanley.com,,Salesforce
11107907,Inactive Investor,Christopher Baker,,"Lion Street Financial, LLC Montgomery TX 101 Elk Trace Pkwy",cbaker@lionstreet.com,,Salesforce
127923,,Joanne Tortolano,,"Cwm, Llc",jtortolano@carsoninstitutional.com,(603) 448-1705,
10908955,Inactive Investor,Dylan Sircher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",dylan.sircher@ml.com,,Salesforce
10759929,Inactive Investor,Richard Jones,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",richardb_jones@ml.com,,Salesforce
10794779,Inactive Investor,Jeffrey Gratton,Chief Marketing Officer;Managing Director,"Sageview Advisory Group, LLC Wayzata MN 201 Lake St",jgratton@sageviewadvisory.com,,Salesforce
11192496,Inactive Investor,Daniel Moruzzi,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
10986148,Inactive Investor,Louie Sanchez,,"Allstate Financial Services, LLC Albuquerque NM 6001 Central Ave NW",,,Salesforce
11093871,Inactive Investor,Michael Hudson,Financial Advisor;Financial Consultant,LPL Financial LLC Lansdale PA 5 N Cannon Ave,mike.hudson@lpl.com,,Salesforce
10864447,Inactive Investor,Kathleen Lynch,,Goldman Sachs & Co.,,,Salesforce
10878630,Inactive Investor,Robert Ivey,,G. A. Repple & Company Jacksonville FL 6320 Saint Augustine Rd,,,Salesforce
11233215,Inactive Investor,Charles Jeffers,,D.A. Davidson & Co. Denver CO 1550 Market St,,,Salesforce
11260489,Inactive Investor,William Snodgrass,,Commonwealth Financial Network Spring TX 9595 6 Pines Dr,,,Salesforce
11145359,Inactive Investor,Joseph Binder,Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",,,Salesforce
9549053,,Carin Wagner,,,cwagner@ghpia.com,,List import
10836858,Inactive Investor,Liana Poodiack,,"Steward Partners Investment Solutions, LLC Keene NH 149 Emerald St",liana.poodiack@stewardpartners.com,,Salesforce
11079018,Inactive Investor,Oliver Gray,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,oliver.gray@jpmorgan.com,,Salesforce
9582958,,Cory Shepherd,,,cory_shepherd@sfgwa.com,,List import
10833719,Inactive Investor,Thomas Wade,Chief Compliance Officer;Co-Founder;President;Principal,"Devonshire Asset Management, Inc. Stoneham MA 92 Montvale Ave",tomwade@devonshireonline.com,,Salesforce
10974636,Inactive Investor,Luis Guardado,,J.P. Morgan Securities LLC Mundelein IL 380 Townline Rd,luis.a.guardado@chase.com,,Salesforce
9596203,,Bryan Walls,,,bwalls@wealthenhancement.com,,List import
11134695,Inactive Investor,Aurelia Rowan,,Janney Montgomery Scott LLC Mount Pleasant SC 111 Coleman Blvd,arowan@janney.com,,Salesforce
10912412,Inactive Investor,Fred Palmer,Chief Compliance Officer;Managing Director;Managing Member,Palmer Wealth Management LLC,fred@palmerwm.com,,Salesforce
11110440,Inactive Investor,Nathan Billigmeier,Analyst;Director - Research;Member,"Towerpoint Wealth, LLC",nbilligmeier@towerpointwealth.com,,Salesforce
10769755,Inactive Investor,Joseph Ossi,Financial Advisor,"Wells Fargo Clearing Services, LLC Jacksonville Beach FL 233 3rd St N",joseph.ossi@wellsfargo.com,,Salesforce
10837463,Inactive Investor,Michelle Barron,Chief Compliance Officer;Financial Advisor;Manager;Trustee,River City Wealth Management,m.barron@rivercitywealth.com,,Salesforce
10837891,Inactive Investor,Renata Jacobson,,Morgan Stanley,renata.jacobson@morganstanley.com,,Salesforce
9570176,,Scott Ostfeld,,,scott@janapartners.com,,List import
9590221,,Saskia Mallach,,,smallach@routeonepartners.com,,List import
9585156,,Ganjar Sukma,,,ganjarsukma857@gmai.com,,List import
10960522,Inactive Investor,Suze Dormena-Desravine,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,sdormenadesravine@primerica.com,,Salesforce
2674,,Scott Fahey,Portfolio Manager,Mariner Investment Group LLC,sfahey@marinercapital.com,1-914-670-4300,Initial Salesforce Import
11212832,Inactive Investor,Matthew Spring,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mystic CT 38 E Main St",mspring@stifel.com,,Salesforce
10849970,Inactive Investor,Travis Benjamin,Financial Advisor,Edward Jones San Carlos CA 1001 Laurel St,travis.benjamin@edwardjones.com,,Salesforce
10801630,Inactive Investor,Douglas Bott,Financial Advisor;Senior Vice President,Morgan Stanley Stockton CA 3421 Brookside Rd,douglas.bott@morganstanley.com,,Salesforce
9611219,,Adelia Berliana,,,adeliaberliana0810@gmail.com,,List import
9602987,,Ana Laura Irrazabal,,,analaura.irraza@gmail.com,,List import
9643933,,juan pablo reynoso,,,trojp03@hotmail.com,,List import
11010635,Inactive Investor,Joseph Howey,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",joe.howey@nm.com,,Salesforce
11046778,Inactive Investor,Brian Joyce,,"Calton & Associates, Inc. Milwaukee WI 1540 N 68th St",brian.joyce@calton.com,,Salesforce
9608039,,ahmad asadi,,,ahmad.asadi00@gmail.com,,List import
10903139,Inactive Investor,Joshua Katz,Chief Compliance Officer;Manager;Manager - Investment Operations,"Affinity Investment Advisors, LLC",josh.katz@aiallc.com,,Salesforce
10789024,Inactive Investor,John Taylor,Chief Compliance Officer;Director;President,"Taylor Financial Group, Inc.",john@taylorfg.com,,Salesforce
10962589,Inactive Investor,Andrew Wolfe,,TD Private Client Wealth LLC Fort Lauderdale FL 5900 N Andrews Ave,,,Salesforce
10925779,Inactive Investor,James Milani,Private Client Advisor,J.P. Morgan Securities LLC Deer Park NY 615 Grand Blvd,james.milani@jpmorgan.com,,Salesforce
371071,,Adarsh Verma,,United States,vermaad@gmail.com,,Salesforce
10949589,Inactive Investor,Caroline Truchan,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,,,Salesforce
9601933,,john konrad,,,john@gcaptain.com,,List import
10606639,,Ryan McCombe,Relationship Manager,"Lord, Abbett & Co. LLC",rmccombe@lordabbett.com,201-827-2269,List Import
9558282,,Michael Kloti,,,mkloti71@gmail.com,,List import
9618388,,Alejandro Baez-Sacasa,,,abasac@neoninvestment.com,,List import
11259858,Inactive Investor,Khalid Ali,Private Client Banker,J.P. Morgan Securities LLC Culver City CA 9801 Washington Blvd,,,Salesforce
11023722,Inactive Investor,Holly Wasson,,Edward Jones Sulphur Springs TX 132 Texas St,,,Salesforce
9492283,,Robert Jones,,,jonez527@gmail.com,5742753875,Web Form Fillout
11141975,Inactive Investor,Kirk Schildgen,Investment Consultant,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",,,Salesforce
9579692,,Emily Sands,,,esands@loudoninv.com,,List import
343694,,Robyn Graham,"Ncrs Meeting, Event Manager","Northern Capital Management, Inc.",robyn@northernwelcome.com,509-456-2526,Manual List Upload
11139245,Inactive Investor,Gregory Hills,Financial Advisor,"Ameriprise Financial Services, LLC Rockville MD 9210 Corporate Blvd",gregory.t.hills@ampf.com,,Salesforce
11198909,Inactive Investor,Jennifer Lee,Private Client Advisor,J.P. Morgan Securities LLC Irvine CA 14282 Culver Dr,jennifer.y.lee@jpmorgan.com,,Salesforce
11261143,Inactive Investor,Paul Coleman,Financial Advisor,"Level Financial Advisors, Inc.",pcoleman@levelfa.com,,Salesforce
9581712,,Shawn McMahon,,,mcmahon.shawn@principal.com,,List import
11134860,Inactive Investor,Vittorio Altavas,Senior Investment Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",vittorio.altavas@rbc.com,,Salesforce
336927,,Michael Hanna,Head of Infrastructure,"Ifm Investors (us) Advisor, Llc",mhanna@ifm.net.au,212-784-2260,Manual List Upload
54215,,David Brush,,Retired,dlbmgr@aol.com,6078570855,
11002284,Inactive Investor,Daylan Mueller,Financial Planner,"Pruco Securities, LLC. Columbus IN 636 3rd St",daylan.mueller@prudential.com,,Salesforce
10817254,Inactive Investor,Crystal Miner,Client Associate,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,crystal.miner@jpmorgan.com,,Salesforce
9574371,,Peter Schreiber,,,pschreiber@dsppartners.com,,List import
11075986,Inactive Investor,Sukhvinder Thiara,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",sukhvinder.thiara@ml.com,,Salesforce
11193997,Inactive Investor,Andrew Lundberg,,"The Oak Ridge Financial Services Group, Inc.",alundberg@oakridgefinancial.com,,Salesforce
10761391,Inactive Investor,Timothy Meads,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",t_meads@ml.com,,Salesforce
11078482,Inactive Investor,Rachel Delauro,,LPL Financial LLC Beverly Hills CA 9401 Wilshire Blvd,,,Salesforce
10939511,Inactive Investor,Mitchell Faulkner,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mitchell.faulkner@tiaa.org,,Salesforce
11136613,Inactive Investor,Steven Doepke,,"Raymond James Financial Services, Inc. Loves Park IL 5732 E Riverside Blvd",steven.fg@raymondjames.com,,Salesforce
10957413,Inactive Investor,Amy Duncan,Investment Advisor Representative,"Osaic Wealth, Inc. Littleton CO 14 W Dry Creek Cir",,,Salesforce
11007445,Inactive Investor,Sarah DiSotto,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",sarah.beaulieu@ml.com,,Salesforce
10934257,Inactive Investor,Jeffrey Leonard,Financial Advisor,Tucker Asset Management LLC Las Vegas NV 3085 S Jones Blvd,jeff.leonard@tuckeram.com,,Salesforce
11093719,Inactive Investor,Sean Priebe,,"Raymond James Financial Services, Inc. Hattiesburg MS 6258 US Hwy 98",sean.priebe@raymondjames.com,,Salesforce
11073333,Inactive Investor,Rachel Decarolis,Member;Partner;Wealth Manager,"Northstar Financial Planning, LLC",rachel@northstarfp.com,,Salesforce
10611262,,Taylor Flotre,Financial Advisor,,taylor.flotre@ampf.com,,List Import
80486,,Sheila Chesney,"Member, Principal, Chief Compliance Officer",Chesney & Company,schesney@chesneyandcompany.com,888-426-2193,
10999924,Inactive Investor,Chui Shan Arlene Wong,,CIBC World Markets Corp.,,,Salesforce
224709,,Aroon Dalamal,,NobleHouse ME,aroon@dalamal.com,9174154045,
11218830,,Brody Johnson,,,brody.johnson@claconnect.com,,Other
11177316,Inactive Investor,James Gong,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11202611,Inactive Investor,Terri Miles,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,terri.miles@primerica.com,,Salesforce
112711,,Perry Simms,,PS consulting,2wheelcpa@gmail.com,8477495540,
11076392,Inactive Investor,Robert Hammel,,Cetera Financial Specialists LLC Momence IL 104 E Washington St,robert.hammel@ceterafs.com,,Salesforce
10804516,Inactive Investor,John Augenblick,Chief Executive Officer;Member,"Rockwood Wealth Management, LLC",,,Salesforce
1005676,Inactive Investor,Jeremiah Schnee,Chairman + CEO,Jeremiah Schnee,global4@aol.com,7184155807,Direct
10842063,Inactive Investor,Janice Klein,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jan.klein@ampf.com,,Salesforce
11115857,Inactive Investor,Wendy Mazzoni,,"Farmers Financial Solutions, LLC Rancho Cordova CA 2941 Sunrise Blvd",,,Salesforce
11103421,Inactive Investor,Mark Rodgers,,"Concurrent Investment Advisors, LLC Chicago IL 1512 W Chicago Ave",,,Salesforce
10917659,Inactive Investor,Nell Cordick,Financial Advisor;Senior Vice President,"Bogart Wealth, LLC",ncordick@bogartwealth.com,,Salesforce
11138892,Inactive Investor,Amit Handa,,"Farmers Financial Solutions, LLC Duluth GA 3883 Rogers Bridge Rd",ahanda@farmersagent.com,,Salesforce
9566152,,kieran bracken,,,kpbracken7@yahoo.com,,List import
11189121,Inactive Investor,Steven Kenski,Financial Advisor,LPL Financial LLC Youngstown OH 540 Parmalee Ave,steven.kenski@lpl.com,,Salesforce
10762573,Inactive Investor,Moosa Rizvi,Financial Planning Analyst;Registered Associate,Morgan Stanley Oak Brook IL 2211 York Rd,moosa.rizvi@morganstanley.com,,Salesforce
9544626,,Scott Smith,,,scott.smith@5qpartners.com,,List import
10883185,Inactive Investor,Ann Poloko,,Northwest Asset Management Tustin CA 1432 Edinger Ave,ann.poloko@nwasset.com,,Salesforce
11114689,Inactive Investor,Janney Chen,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,janney.chen@us.hsbc.com,,Salesforce
10781632,Inactive Investor,Clifton Bennett,Financial Advisor,"Wells Fargo Clearing Services, LLC Waco TX 1105 Wooded Acres Dr",clifton.bennett@wellsfargoadvisors.com,,Salesforce
11028413,Inactive Investor,Brett Garver,Chief Compliance Officer;Chief Operating Officer;Financial Advisor;Managing Director;Wealth Manager,"180 Wealth Advisors, LLC",b.garver@180wealth.com,,Salesforce
11197540,Inactive Investor,Jenny Yun Hunter,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jenny_yun@ml.com,,Salesforce
10876852,Inactive Investor,Michael Proctor,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Owner;President,Leading Edge Financial Planning,mike@leadingedgefp.com,,Salesforce
10894551,Inactive Investor,Susan Gross,Financial Consultant,LPL Financial LLC Reading PA 5 Hearthstone Ct,susan.gross@lpl.com,,Salesforce
10865254,Inactive Investor,Michelle Mould,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michelle_mould@vanguard.com,,Salesforce
10899074,Inactive Investor,Chase Mcdowell,Consulting Group Analyst,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
9466721,,Joshua Robert W Montler 2011 Family Trust,,Robert W Montler 2011 Family Trust,jmontler@leeind.com,,List Import
10820491,Inactive Investor,Robert MacWhinnie,Financial Services Professional,"MML Investors Services, LLC Pittsburgh PA 1035 Boyce Rd",rmacwhinnie@financialguide.com,,Salesforce
9643628,,James McChesney,,,jmmcchesney@gmail.com,,List import
11169256,Inactive Investor,John Hayter,Financial Advisor,Edward Jones Shreveport LA 839 Kings Hwy,jay.hayter@edwardjones.com,,Salesforce
10617722,,Michael Haas,,,michael.s.haas1@wellsfargoadvisors.com,,List Import
10906016,Inactive Investor,Gregory Hubbell,,"St. Bernard Financial Services, Inc. San Mateo CA 1900 S Norfolk St",greg.hubbell@stbernardfinancial.com,,Salesforce
88572,,Quinton Storm,,"Ameritas Investment Company, LLC",blayke.storm@aicinvest.com,402-467-6900,
9549968,,Hardwick Caldwell,,,hardwick@fundliquidation.com,,List import
10825337,Inactive Investor,Norman LaPorte,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lemoyne PA 525 N 12th St",nlaporte@wfafinet.com,,Salesforce
10811826,Inactive Investor,Mary Chance,,GWN Securities Inc.,mchance@gwnsecurities.com,,Salesforce
10920174,Inactive Investor,Todd Youngberg,Financial Advisor;Senior Financial Advisor,LPL Financial LLC New Lenox IL 360 W Maple St,todd.youngberg@lpl.com,,Salesforce
351205,,Elizabeth Kuzzy,Office Manager,"Heritage Wealth Architects, Inc.",egk@heritagewealtharchitects.com,651-289-6444,Manual List Upload
11021812,Inactive Investor,Joseph Barnowski,Financial Advisor,Edward Jones Saint Louis MO 3890 S Lindbergh Blvd,joe.barnowski@edwardjones.com,,Salesforce
10925566,Inactive Investor,Rui Jin,,"MML Investors Services, LLC New York NY 2 Allen St",rjin@financialguide.com,,Salesforce
11152288,Inactive Investor,Benjamin Graff,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",,,Salesforce
10758148,Inactive Investor,Phillip Evans,Financial Advisor;Member,"Valeo Financial Advisors, LLC",prevans@valeofinancial.com,,Salesforce
11222485,,Evan Soff,,,esoff@firstrepublic.com,,List Import
11141939,Inactive Investor,Shivam Patel,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,spatel.93ytx@primerica.com,,Salesforce
9551158,,Patrick Cahill,,,patrick.cahill@securitiesamerica.com,,List import
170381,,shuhan Sun,,[Unknown],sunshuhan666@gmail.com,,
10796453,Inactive Investor,William Grant,First Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2170 Satellite Blvd",will.h.grant@ml.com,,Salesforce
11266800,,Narsimha Jasti,,,simha.jnr@gmail.com,,Web Form Fillout
11067747,Inactive Investor,John Burnett,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10869136,Inactive Investor,Maxwell Landgraf,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Flower Mound TX 2901 Corporate Cir",maxwell.landgraf@equitable.com,,Salesforce
11232609,Inactive Investor,Willard Story,Senior Vice President;Senior Wealth Advisor,The Huntington Investment Company Rocky River OH Private Residence,willard.story@huntington.com,,Salesforce
10949511,Inactive Investor,Amanda Harake,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,amandaharake.team@fidelity.com,,Salesforce
5982963,,Agnes Soglibaa Zaghe,,,azaghe@gnail.com,,Web Form Fillout
9640056,,Luca Giordano,,,luca.giordano@bnlmail.com,,List import
10880717,Inactive Investor,Adam Rogers,Associate Portfolio Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",adam.rogers@schwab.com,,Salesforce
11119234,Inactive Investor,Jeffrey Greeley,,"Wells Fargo Clearing Services, LLC Astoria OR 1218 Commercial St",,,Salesforce
11150990,Inactive Investor,Bradley Veldhorst,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",bradley.veldhorst@nm.com,,Salesforce
9647703,,Mark Henke,,,mark.henke@creativeplanning.com,,List import
10883518,Inactive Investor,Diana Bagley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",diana.bagley@ml.com,,Salesforce
11067335,Inactive Investor,Warren Hyster,Financial Advisor,"Osaic Wealth, Inc. Eugene OR Private Residence",,,Salesforce
11042467,Inactive Investor,Benjamin Schwartz,,"Sanford C. Bernstein & Co., LLC",benjamin.schwartz@bernstein.com,,Salesforce
9541563,,z dz,,,449216572@qq.com,,List import
10972675,Inactive Investor,Peter Ruocco,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9632928,,Rex Taylor,,,rt@bo-advisory.com,,List import
11063836,Inactive Investor,Kerry Nichols,,PFS Investments Inc. Urbandale IA 3220 100th St,kerry.nichols@primerica.com,,Salesforce
11168657,Inactive Investor,Michael Boyd Shupe,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11052819,Inactive Investor,Elaine Webster,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",elainewebster@wellsfargoadvisors.com,,Salesforce
336381,,Sarah Headrick,Chief Executive Officer,Legend Private Wealth,sarah@legendprivatewealth.com,704-577-8159,Manual List Upload
11047587,Inactive Investor,Michael Jones,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Angelo TX 318 W Highland Blvd",michael.l.jones@ampf.com,,Salesforce
11178856,Inactive Investor,Katherine Thornton,Financial Advisor,LPL Financial LLC Tupelo MS 209 Troy St,katherine.thornton@lpl.com,,Salesforce
9679324,,Jack Jackson,,,ho.tabataba@gmail.com,,Web Form Fillout
11153202,Inactive Investor,Aylien Alexani,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pasadena CA 1460 N Lake Ave",aylien.alexani@tfaconnect.com,,Salesforce
9610972,,Deron Johnson,,,deronj@gmail.com,,List import
11222435,,Brandon Byrd,,,bbyrd@deltaasset.com,,List Import
10907025,Inactive Investor,David Fernandes,Financial Advisor,"Zenith Investment Management, LLC Longmeadow MA 734 Longmeadow St",,,Salesforce
11170014,Inactive Investor,Kelly Gee,Financial Consultant,Stephens Atlanta GA 3344 Peachtree Rd NE,kgee@stephens.com,,Salesforce
9620842,,Theresa Gralinski,,,tgralinski@hightoweradvisors.com,,List import
217431,,ABby Taylor,,[Unknown],ataylor@etfflows.com,,
10879603,Inactive Investor,Michaelyn Bortolotti,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",michaelyn.bortolotti@stewardpartners.com,,Salesforce
9583955,,Albert Tseng,"Chief Investment Officer, Deputy Chief Investment Officer, Managing Director","GIA Partners, LLC.",atseng@giallc.com,,List import
11220936,,Wesley Hunt,,,wesley.hunt@empower.com,,List Import
11162556,Inactive Investor,Kirby Ommen,,"FBL Marketing Services, LLC",kirby.ommen@fblfinancial.com,,Salesforce
10954613,Inactive Investor,Angela Barretto,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10769604,Inactive Investor,Tonya Coutant,Chief Compliance Officer of Aurora Private Wealth & Comprehensive Capital Management and Deputy CCO of APW Capital,"Aurora Private Wealth, Inc.",tonya@aurorapw.com,973 394 1069,Salesforce
225033,,JONATHAN BIRNBAUM,COO,DOMAIN MONEY,jon@domainmoney.com,5165104535,Organic Search
11173565,Inactive Investor,Frank Laxson,Financial Planner,"Voya Financial Advisors, Inc. Opelika AL Private Residence",frank.laxson@voyafa.com,,Salesforce
10842402,Inactive Investor,Roger Fox,Chief Compliance Officer;Owner,S&F Investment Advisors,roger@foxaccountancy.com,,Salesforce
10353288,,sudo bc,,,sfgshxgg@gmail.com,,Web Form Fillout
9554968,,Dean T Smith,,,ronisik228@prolug.com,,
10617810,,Edmond Leeney,,,edmond.leeney@wfafinet.com,,List Import
10920350,Inactive Investor,Luis Sanchez,,State Farm VP Management Corp. Marysville WA 10525 State Ave,,,Salesforce
9550662,,Heidi Hunter,,,heidi.hunter@thrivent.com,,List import
89062,,Laif Meidell,"President, Chief Compliance Officer",American Wealth Management,laif@financialhealth.com,775-332-7000,Manual List Upload
9642084,,James Lewis,,,james@modern-plumbing.com,,List import
9608148,,Robert Cole,,,robertcolejr@gmail.com,,List import
11059337,Inactive Investor,John Payne,Chief Investment Officer;Managing Partner;Regulatory Contact,"Sterling Investment Management, LLC",jpayne@sterlinginvestor.com,,Salesforce
139681,,John Mcclellan,,Spc,jmcclellan@sigmafinancial.com,,
11068685,Inactive Investor,Caryn Egbert,Chief Compliance Officer,"Mattern Capital Management, LLC Denver CO 1144 15th St",caryn.egbert@matterncapital.com,,Salesforce
344681,,Christopher Parkin,"Managing Director, London",Ta Associates,cparkin@ta.com,617-574-6700,Manual List Upload
10661823,,Joan Giardina,,,j.giardina@chesleytaft.com,,List import
11095317,Inactive Investor,Robert Steck,,Morgan Stanley Garden City NY 1200 Franklin Ave,robert.steck@morganstanley.com,,Salesforce
10996207,Inactive Investor,Evelin Tolentino,,J.P. Morgan Securities LLC Tulsa OK 5307 E 41st St,evelin.tolentino@jpmorgan.com,,Salesforce
10898124,Inactive Investor,Chue Vang,,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,chue.vang@primerica.com,,Salesforce
11231432,Inactive Investor,Nathan Campos,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nathan_campos@vanguard.com,,Salesforce
9633226,,Ron Brinkmann,,,ronb.nosp@gmail.com,,List import
10978313,Inactive Investor,Jessica McCarthy,Financial Advisor;Private Client Advisor,"Citizens Securities, Inc. Pittsburgh PA 132 Ben Avon Heights Rd",jessica.mccarthy@citizensbank.com,,Salesforce
10784371,Inactive Investor,John Piro,Senior Financial Advisor,Joseph Gunnar & Co. LLC,,,Salesforce
11087845,Inactive Investor,Andrew Christie,,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",andrew.christie@nm.com,,Salesforce
9580617,,Ashar Mahboob,,,ashar@quantbot.com,,List import
10945491,Inactive Investor,Bruce Reynolds,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
112961,,Allen Blourchian,,NEW IMAGE DENTISTRY,smiles8960@gmail.com,6152184592,Organic Search
9604515,,Karen Winslow,,,karen.true@lpl.com,,List import
213785,,Mani Mahjouri,"Chief Executive Officer, Chief Investment Officer, Member, Elected Manager",Blueshift Asset Management,mani@blueshift.am,732-450-8401,Manual List Upload
11235832,Inactive Investor,Bailee Beauchamp,Investment Specialist;Paraplanner,Real Wealth Planning Austin TX Private Residence,bailee@realestatewealthplanning.com,,Salesforce
10604378,,Ed Matosziuk,Managing Director,"Ameriprise Financial Services, LLC",edward.matosziuk@ampf.com,612-671-3131,List Import
10778644,Inactive Investor,Mark Hughes,Financial Advisor,"Principal Securities, Inc. Lemont IL Private Residence",hughes.mark@principal.com,,Salesforce
240636,,McConville Raymond,,[Unknown],rmcconville@gmail.com,,Event
11174401,Inactive Investor,Jeremy Lord,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jeremy.lord@schwab.com,,Salesforce
10955589,Inactive Investor,Thomas Boggess,,"Cambridge Investment Research, Inc. La Grange IL 410 W Burlington Ave",,,Salesforce
10510512,,Kate Clawson,,Nasdaq,katherine.clawson@nasdaq.com,,List Import
10879265,Inactive Investor,Gregory Morgan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10857144,Inactive Investor,Anne Pomfret,Financial Professional,"Pruco Securities, LLC. Wesley Chapel FL 28951 State Road 54",anne.pomfret@prudential.com,,Salesforce
11142751,Inactive Investor,Cynthia Hoey,Registered Portfolio Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,cindy.hoey@morganstanley.com,,Salesforce
10858906,Inactive Investor,Hillel Feinberg,,Hilltop Securities Inc.,,,Salesforce
10910054,Inactive Investor,Gary Richter,Financial Planner,LPL Financial LLC Eugene OR 895B Country Club Rd,gary.richter@lpl.com,,Salesforce
11026236,Inactive Investor,Michael Mauro-Garcia,,Morgan Stanley New York NY 55 E 52nd St,michael.mauro-garcia@morganstanley.com,,Salesforce
10861162,Inactive Investor,Todd Glenn,Advisor,"IBN Financial Services, Inc. Plainview NY 255 Executive Dr",tglenn@ibrokernet.com,,Salesforce
11037675,Inactive Investor,Heber Lopez,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",heber.lopez@empower.com,,Salesforce
10906589,Inactive Investor,Terrence Wittman,Financial Advisor,LPL Financial LLC Franklin TN Private Residence,terrence.wittman@lpl.com,,Salesforce
372420,,pavel dovgan,,Ukraine,tytifish@gmail.com,,Salesforce
10849858,Inactive Investor,Mark Fadling,Wealth Manager,"SeaCrest Wealth Management, LLC Medford OR 3255 Hillcrest Park Dr",nfadling@seacrestwm.com,,Salesforce
10844423,Inactive Investor,Frank Buchanan,Financial Advisor,LPL Financial LLC Gainesville FL Private Residence,frank.buchanan@lpl.com,,Salesforce
79,,,,,charlest3089@o2.pl,,
371870,,Thomas Lilly,,United States,foragemarrers@aol.com,,Salesforce
240002,,Kenneth Jeffery,Investment Advisor,[Unknown],kjeffery@hfw1.com,248-258-6866,Database Upload
10692505,,Ray Roberson,,,enoch.roberson@yahoo.com,,Web Form Fillout
11004257,Inactive Investor,Parker Bernhardt,Financial Advisor,LPL Financial LLC Great Falls MT 300 Central Ave,parker.bernhardt@lpl.com,,Salesforce
10612272,,Jeffrey Lallemand,"Director - Investments, Financial Advisor",,jeffrey.lallemand@opco.com,,List Import
9541843,,Nath Thayer,,,irongatebuilders@gmail.com,,List import
10894096,Inactive Investor,William Bailey,,PFS Investments Inc. Tampa FL 14043 N Dale Mabry Hwy,william.bailey@primerica.com,,Salesforce
11126490,Inactive Investor,Kaitlin Laub,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,klaub@primerica.com,,Salesforce
10656475,,Bryce Martin,,,bryce.martin@fidelity.com,,List Import
11113715,Inactive Investor,Kurt Haddock,,"Farmers Financial Solutions, LLC Rogers AR 2522 S Pinnacle Hills Pkwy",khaddock@farmersagent.com,,Salesforce
11213394,Inactive Investor,Samantha Hettrich,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11120787,Inactive Investor,Stacy Bouwman,Financial Advisor,Edward Jones Austin TX 4516 Seton Center Pkwy,stacy.bouwman@edwardjones.com,,Salesforce
11166118,Inactive Investor,Donna Putman,,Edward Jones Walloon Lake MI 4060 N M75,,,Salesforce
9602326,,Erlene Miller,,,erlenemillr@protonmail.com,,List import
11120109,Inactive Investor,Cami Newsome,Advisor,"Centaurus Financial, Inc. Blackfoot ID 494 N Meridian St",,,Salesforce
11237911,Inactive Investor,Brian Battle,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",bbattle@performancetrust.com,,Salesforce
9615237,,S Smith,,,monkeyasva66@gmail.com,,List import
10489351,,Harry Larosiliere,Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,harry.larosiliere@ubs.com,469-440-0548,List Import
9622477,,Bashir Saidu,,,wuimobile@gmail.com,,List import
9575178,,Bradley Covey,,,brad.covey@stawealth.com,,List import
11164266,Inactive Investor,Joshua Krutoy,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",joshua.krutoy@nm.com,,Salesforce
10829330,Inactive Investor,James Lester,Financial Advisor,"Hornor, Townsend & Kent, LLC Dallas TX 5005 Lyndon B Johnson Fwy",jlester@htk.com,,Salesforce
10889251,Inactive Investor,Cynthia Greenburg,,"Cambridge Investment Research, Inc. Chicago IL 736 N Hudson Ave",cgreenburg@cambridgesecure.com,,Salesforce
9620330,,Andrew Steinwold,,,a.steinwold@gmail.com,,List import
9415804,,Richard Frontgate Capital LLC,,Frontgate Capital LLC,fgcapital13@gmail.com,,3rd Party Lead Gen
10825149,Inactive Investor,Tracey Binkley,Financial Advisor;Senior Vice President,Morgan Stanley Murfreesboro TN 804 N Thompson Ln,tracey.binkley@morganstanley.com,,Salesforce
332920,,Chad Hoes,,Parkway Advisors,chad.hoes@parkwayadvisors.com,,
9603346,,Gaurav Vibhute,,,gauravvibhute07@gmail.com,,List import
9541225,,Fabien Dureuil,,,fabien@davoa.capital,,List import
10800190,Inactive Investor,Jennifer Bugbee,,"U.S. Bancorp Investments, Inc. Duluth MN 130 W Superior St",jennifer.bugbee@usbank.com,,Salesforce
10935828,Inactive Investor,Dennis Mainard,,"Osaic Wealth, Inc. San Antonio TX 8000 IH 10 W",,,Salesforce
11122871,Inactive Investor,Francisco Elizondo Gonzalez,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11121476,Inactive Investor,Victoria Gallina,,Commonwealth Financial Network Pittsburgh PA 278 Beverly Rd,vgallina@commonwealth.com,,Salesforce
9554793,,David Core,,,david.core@lfg.com,,List import
10836403,Inactive Investor,Bonnie Robinson,,"Avantax Investment Services, Inc. Godley TX Private Residence",robinsonb2@myavantax.com,,Salesforce
10990976,Inactive Investor,James Dupire,,"OneAmerica Securities, Inc.",james.dupire@oneamerica.com,,Salesforce
10657269,,Gregorio Procopio,,,gprocopio@farmersagent.com,,List Import
11093278,Inactive Investor,Kristeen Khountham,,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",kristeen.khountham@tfaconnect.com,,Salesforce
10970923,Inactive Investor,Marquette Smith,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
9621354,,Eug Av,,,eavisoa@gmail.com,,List import
11148721,Inactive Investor,Jacob Sawyer,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",jacob.sawyer@tiaa.org,,Salesforce
10508742,,George Wichelns,,,sgwichelns@yahoo.com,,Web Form Fillout
11083420,Inactive Investor,Dale Baake,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",dale.baake@nm.com,,Salesforce
11023042,Inactive Investor,Dawn Swanson,,The Huntington Investment Company Flushing MI 6452 W Pierson Rd,dawn.swanson@huntington.com,,Salesforce
10899985,Inactive Investor,Maryanne Moscone,,The Tavenner Company,maryanne.moscone@tavennerco.com,,Salesforce
10798849,Inactive Investor,Veena Garg,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",veena.garg@ml.com,,Salesforce
10938522,Inactive Investor,Lien Nguyen,,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",liennguyen2@financialguide.com,,Salesforce
231637,, -,,[[Unknown]],vincent1973.dvs@gmail.com,,
10695941,,Michele Fasanello,,BCR Wealth Strategies,mfasanello@bcrwealth.com,,List Import
10524619,,Yahe Chen,,,yc4343@nyu.edu,,Web Form Fillout
10828830,Inactive Investor,Scott Carius,Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,scarius@rwbaird.com,,Salesforce
11029368,Inactive Investor,Jeanette Garcia - Pineda,,J.P. Morgan Securities LLC Morgan Hill CA 17599 Monterey St,jeanette.garcia-pineda@jpmorgan.com,,Salesforce
10967151,Inactive Investor,Hitesh Mogallapu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Brookfield WI 17515 W Bluemound Rd",,,Salesforce
9602088,,John Moderson,,,jmoderson@bukaty.com,,List import
9619059,,zhao haitao,,,461797683@qq.com,,List import
9584316,,Glen Wright,,,shinson@worthadvisors.com,,List import
11163499,Inactive Investor,Anne Macintyre,,LPL Financial LLC Sterling Heights MI 12900 Hall Rd,anne.macintyre@lpl.com,,Salesforce
9626832,,Carina Gietz,,,karin.gietz@dipsa.es,,List import
341248,,Amber Cranmer,Executive Assistant,"Schneider Downs Wealth Management Advisors, Lp",acranmer@schneiderdowns.com,412-697-5200,Manual List Upload
10897020,Inactive Investor,Jonathan Houk,,"ValMark Securities, Inc. Akron OH 33 Merz Blvd",,,Salesforce
11066697,Inactive Investor,Larry Webster,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10489531,,Justin Goldberg,"Financial Solutions Advisor, Market Leader","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",justin.goldberg@ml.com,,List Import
9922418,,Lonnie Goodin,,,goodinlonnie0@gmail.com,,Web Form Fillout
10916578,Inactive Investor,Mark Schenkel,Financial Advisor,LPL Financial LLC Hudsonville MI Private Residence,mark.schenkel@lpl.com,,Salesforce
9615707,,scott johnson,,,scottieajohnson@gmail.com,,List import
9556763,,Dave Morris,,,dave.morris@cir2.com,,List import
371846,,Bhueidech Tanti,,[Unknown],i-pu@windowslive.com,,Salesforce
345030,,Eric Heus,Managing Member,"Harbor Wealth Management, Llc",eheus@harbor-wealth.com,920-434-5310,Manual List Upload
11285216,,Phil Watson,,,philwatson259@gmail.com,,Web Form Fillout
11056286,Inactive Investor,Moritz Hochstetter,,Citigroup Global Markets Inc.,,,Salesforce
10945950,Inactive Investor,Cody Grant,,"Empower Financial Services, Inc",cody.grant@empower.com,,Salesforce
11201727,Inactive Investor,Rigoberto Dapena,,CGIS Securities LLC,,,Salesforce
10875668,Inactive Investor,Brandon Lee,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",brandon.lee@ampf.com,,Salesforce
10964097,Inactive Investor,Heather Brandner,,Edward Jones Stevens Point WI 3700 Water St,heather.brandner@edwardjones.com,,Salesforce
10615324,,Lisa Mc Cadden,Financial Advisor,,lisa.mccadden@morganstanley.com,,List Import
10879025,Inactive Investor,Maria Miller,,"Truist Investment Services, Inc. Miami FL 5857 Sunset Dr",gabby.miller@truist.com,,Salesforce
11119573,Inactive Investor,Blake Corrigan,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,blake.corrigan@fidelity.com,,Salesforce
11187410,Inactive Investor,Stephen Gephart,Financial Advisor,"Equity Services, Inc. Media PA 1400 N Providence Rd",sgephart@nationallife.com,,Salesforce
9604971,,Terrance Wright,,,twright57@hotmail.com,,List import
10952648,Inactive Investor,Isaac Bogarin,,PFS Investments Inc. Riverside CA 647 Main St,isaac.bogarin@primerica.com,,Salesforce
10619849,,Carolyn Raden,,,craden@kovitz.com,,List Import
204861,,Mark Travis,"President, CEO, Chief Compliance Officer",Intrepid Capital Management Inc,mtravis@intrepidcapital.net,904-246-3433,Manual List Upload
10853284,Inactive Investor,Bernard Selz,,"Ingalls & Snyder, LLC New York NY 1325 Avenue of the Americas",bselz@ingalls.net,,Salesforce
9587053,,fouad zakka,,,fszakka@live.com,,List import
10914395,Inactive Investor,Peter Sechler,Investment Advisor Representative,"MML Investors Services, LLC Seattle WA 701 5th Ave",psechler@financialguide.com,,Salesforce
11234732,Inactive Investor,John Clements,Lead Advisor,Brighton Jones LLC Austin TX 3101 Bee Caves Rd,,,Salesforce
10957666,Inactive Investor,Nadia Mir,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11130123,Inactive Investor,Kathleen Marteney,,"PWA Securities, LLC Miami FL 200 S Biscayne Blvd",kmarteney@provwealth.com,,Salesforce
11184666,Inactive Investor,Adam Rothstein,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",adam.rothstein@rbc.com,,Salesforce
11116977,Inactive Investor,Rachelle Lanier,,"Pruco Securities, LLC. Houston TX 13831 Northwest Fwy",rachelle.lanier@prudential.com,,Salesforce
11134706,Inactive Investor,Robert Weissbein,,Lincoln Investment Naples FL 2590 Northbrooke Plaza Dr,rweissbein@lincolninvestment.com,,Salesforce
10848235,Inactive Investor,Hernando Paredes,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,hernando.paredes@fidelity.com,,Salesforce
9594407,,Andrew Budd,,,abudd@goodreid.com,,List import
10882089,Inactive Investor,Srihari Bindiganavale,,"World Investments, Inc. Manalapan NJ Private Residence",,,Salesforce
10907259,Inactive Investor,Robert Ruhl,,Commonwealth Financial Network Aurora CO Private Residence,rruhl@commonwealth.com,,Salesforce
11254840,Inactive Investor,Erik Giard-Chase,Chief Investment Officer;Portfolio Manager;Vice President,Westview Investment Advisors,,,Salesforce
10811659,Inactive Investor,Richard Rivere,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Toms River NJ 2 Rte 37 W,richard.rivere@jpmorgan.com,,Salesforce
162657,,Awade Jacob,,[Unknown],comedianbold2@gmail.com,,
9607602,,Kirandeep Kaur,,,me@kiran.cc,,List import
11217930,,Sabrina Batista,,,sabrina.batista@jpmorgan.com,,List Import
9557995,,Edwin Ndirangu,,,edwinmutahi2014@gmail.com,,List import
11182562,Inactive Investor,Mark Roller,,State Farm VP Management Corp. Huntsville AL 410 Jordan Ln NW,mark.roller.g0jn@statefarm.com,,Salesforce
10989571,Inactive Investor,Ashley Radtke,Investment Advisor,LPL Financial LLC Reno NV 1 W Liberty St,ashley.wilhelm@lpl.com,,Salesforce
10757427,Inactive Investor,Melinda Carmichael,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,melinda.carmichael@ubs.com,,Salesforce
11056030,Inactive Investor,Brian Fleming,,Farther Leland NC Private Residence,,,Salesforce
10782050,Inactive Investor,Rebecca Maselli,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",rebecca.maselli@ml.com,,Salesforce
10842610,Inactive Investor,Scott Seifert,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Missoula MT 100 Railroad St W,scott.seifert@ubs.com,,Salesforce
10507935,,Tomislav Martić,,,tomartic93@gmail.com,,Web Form Fillout
1006300,Inactive Investor,Jakob Palmstierna,,GSR,jakob@gsr.io,,3rd Party Lead Gen
11204038,Inactive Investor,Patrick Dailey,Chief Compliance Officer;President;Wealth Advisor,"Capital Endurance Group, Inc Alpharetta GA 11175 Cicero Dr",,,Salesforce
11003092,Inactive Investor,Benjamin Curtis,,"Empower Financial Services, Inc",benjamin.curtis@empower.com,,Salesforce
10603629,,Charles Clinton,"Chief Executive Officer, Regulatory Contact",EM Advisor,charles@equitymultiple.com,,List import
11130687,Inactive Investor,Albena Moutchkaeva,,J.P. Morgan Securities LLC Lake Worth FL 9863 Lake Worth Rd,albena.v.moutchkaeva@chase.com,,Salesforce
9474954,,Richard Nguyen,,,richard.m.nguyen@protonmail.com,9177711055,Web Form Fillout
10814288,Inactive Investor,Rocco Pietropaolo,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,rocco.pietropaolo@ubs.com,,Salesforce
10827904,Inactive Investor,Douglas Ornstein,Director,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",douglas.ornstein@tiaa.org,,Salesforce
9579865,,Saul Eisenberg,,,seisenberg@mrcapco.com,,List import
11211804,Inactive Investor,Robin Shoemaker,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Las Vegas NV 1781 Village Center Cir",robin.c.shoemaker@ampf.com,,Salesforce
11063113,Inactive Investor,Brian Zaczynski,Principal;Research Analyst,Torray Investment Partners LLC,brian@torray.com,,Salesforce
11238108,Inactive Investor,Kyle Gerberding,,"Asset Preservation Advisors, LLC",kgerberding@apabonds.com,,Salesforce
9620096,,Sachin Mohan,,,sachinmohan1080@gmail.com,,List import
11183854,Inactive Investor,Christine Popp,Senior Client Specialist,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,cpopp@rwbaird.com,,Salesforce
9543663,,Mendy Shaffer,,,mendys@valleystar.org,,List import
98641,,Kevin Nulton,"Principal, Chief Compliance Officer, managing Member","Titanium Advisors, Llc",knulton@titaniumadvisors.com,508-528-3120,Manual List Upload
10828354,Inactive Investor,Eric Wagner,,Morgan Stanley Charlottesville VA 120 Garrett St,e.b.wagner@morganstanley.com,,Salesforce
9574363,,Justina Hendley,,,joyfull4553@gmail.com,,List import
11149088,Inactive Investor,Philip Morrissette,,Jefferies LLC,pmorrissette@jefferies.com,,Salesforce
10921953,Inactive Investor,Kyle Mahoney,Financial Advisor,LPL Financial LLC Cedar Rapids IA 4005 Glass Rd NE,kyle.mahoney@lpl.com,,Salesforce
10960190,Inactive Investor,Gary Hersch,,"Equitable Advisors, LLC Woodland Hills CA 6300 Canoga Ave",gary.hersch@equitable.com,,Salesforce
10814103,Inactive Investor,Lindsay Pazdan,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Boston MA 28 State St,lindsay.pazdan@morganstanley.com,,Salesforce
11177239,Inactive Investor,Jeffrey Reeves,Investment Advisor Representative,LPL Financial LLC Bentonville AR 1101 Mallard Pl,jeff.reeves@lpl.com,,Salesforce
9575461,,James Smith,,,info@globalstockloanexchange.com,,List import
11187338,Inactive Investor,Jeffrey Church,Financial Planner,LPL Financial LLC Latham NY 3 Lear Jet Ln,jeffrey.church@lpl.com,,Salesforce
10612728,,Joseph Coniglio,Financial Advisor,,joe.coniglio@lpl.com,,List Import
11004581,Inactive Investor,Jesse Best,,The Huntington Investment Company Monroeville PA 2681 Mosside Blvd,jesse.best@huntington.com,,Salesforce
9627917,,pablo kazez,,,pablo.kazez@peoplechange.cl,,List import
11125730,Inactive Investor,Alexandra Vojtila,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",al.vojtila@nm.com,,Salesforce
11154126,Inactive Investor,John Griggs,Associate Financial Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 1210 Premier Dr",john.griggs@ampf.com,,Salesforce
10880522,Inactive Investor,Nicolle Niehaus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10935420,Inactive Investor,Nicholas Urquiola,Senior Manager,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
6667182,,Md Sumo,,,sumon696843@gmail.com,,Web Form Fillout
11011306,Inactive Investor,Karen Smith,,"U.S. Bancorp Investments, Inc. Los Angeles CA 3060 Crenshaw Blvd",,,Salesforce
10987353,Inactive Investor,Eddie Wingate,,PFS Investments Inc. Southfield MI 16250 Northland Dr,eddie.wingate@primerica.com,,Salesforce
10889668,Inactive Investor,James Levin,Financial Advisor,Edward Jones Venice FL 375 Commercial Ct,james.levin@edwardjones.com,,Salesforce
9590994,,Rob Chmiel,,,rchmiel@gpb-cap.com,,List import
10953067,Inactive Investor,Jillian Rivera,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jillian.rivera@fmr.com,,Salesforce
11160144,Inactive Investor,Andy Timmerwilke,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",andy_w_timmerwilke@ml.com,,Salesforce
10800133,Inactive Investor,Jonathan Chasen,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Charlottesville VA 123 E Main St",jonathan.chasen@wellsfargo.com,,Salesforce
9625161,,Jim Sturken,,,jsturken@hotmail.com,,List import
9570278,,Seth Rosen,,,sr@nitorumcapital.com,,List import
9617268,,felix cheng,,,chcfelix@gmail.com,,List import
11036137,Inactive Investor,Jeffery Davis,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",,,Salesforce
9590764,,Hayden Bailey,,,thehaydenbailey@gmail.com,,List import
11015762,Inactive Investor,Davia Sweeney,,"Raymond James Financial Services, Inc. Westlake OH 191 American Blvd",davia.sweeney@raymondjames.com,,Salesforce
11023228,Inactive Investor,Jeffrey Hamilton,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10781042,Inactive Investor,Sandra Bell,,"Northern Trust Securities, Inc. Dallas TX 2501 N Harwood St",sandra.bell@northerntrust.com,,Salesforce
9592833,,Stefan Thomas,,,stefan@coil.com,,List import
10873403,Inactive Investor,Stephanie Van Dyke,,"Northwestern Mutual Investment Services, LLC Milton GA Private Residence",,,Salesforce
11017501,Inactive Investor,Daryl Dasent,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",daryl.dasent@nm.com,,Salesforce
11191293,Inactive Investor,Claudia Byrne,Registered Client Service Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
10793476,Inactive Investor,Cathrine Essary,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cathrine.pollinger@fidelity.com,,Salesforce
10659818,,Peter Schiltz,,,pschiltz@williamblair.com,,List Import
11129721,Inactive Investor,Ethan Mechling,Director;Relationship Manager,"Principal Securities, Inc.",mechling.ethan@principal.com,,Salesforce
336319,,Austin Stanforth,Director,Investment Consulting Group Inc,austin.stanforth@icginc.co,563-322-2322,Manual List Upload
9571193,,Timothy Johns,,,tjohns@symonscapital.com,,List import
11056337,Inactive Investor,Caleb Lodge,Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",caleb.lodge@schwab.com,,Salesforce
10659405,,Elizabeth Huffman,,,ehuffman@williamblair.com,,List Import
11153278,Inactive Investor,George Holohan,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",george.holohan@rbc.com,,Salesforce
11165326,Inactive Investor,Caron Scorpio,,"Osaic Wealth, Inc. Pennington NJ 2 Tree Farm Rd",,,Salesforce
10844566,Inactive Investor,Michael Reagan,,J.P. Morgan Securities LLC Bossier City LA 1935 Airline Dr,michael.e.reagan@jpmorgan.com,,Salesforce
9637222,,Philip Pool,,,ppool@icapitalnetwork.com,,List import
9637686,,Karin Pierson,,,kpierson@dmba.com,,List import
10939398,Inactive Investor,Edward Kulik,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",ekulik@financialguide.com,,Salesforce
10603741,,Ravi Cheruvu,Director - Alternatives Investment Research,UBS Financial Services Inc.,ravi.cheruvu@ubs.com,212-713-7800,List Import
11209399,Inactive Investor,Cindee Herlocker,Financial Advisor,Edward Jones Clinton MS 851 E Northside Dr,cindee.herlocker@edwardjones.com,,Salesforce
10903990,Inactive Investor,Michael Buren,Private Client Banker,J.P. Morgan Securities LLC Traverse City MI 250 E Front St,michael.buren@jpmorgan.com,,Salesforce
10774166,Inactive Investor,Marie Morgan,,"Wells Fargo Clearing Services, LLC Huron SD 405 Dakota Ave S",marie.bloodgood@wellsfargoadvisors.com,,Salesforce
10908042,Inactive Investor,James Rankin,,Cabot Lodge Securities LLC Greeley CO 4673 W 20th St,,,Salesforce
10989666,Inactive Investor,Mikhail Mrotchek,,Morgan Stanley,,,Salesforce
10942712,Inactive Investor,William Conrad,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",bill.conrad@nm.com,,Salesforce
226847,,Peter Schanck,,[[Unknown]],pschanck@anchorcap.net,,Initial Salesforce Import
341154,,Amy Blau,Chief Of Staff,"Fusion Family Wealth, Llc",a.blau@fusionfamilywealth.com,516-206-1320,Manual List Upload
10877371,Inactive Investor,Keelye St. John,Associate Vice President;Client Accountant,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,kst.john@rockco.com,,Salesforce
140138,,David Nikunen,"Vice President - Retirement Sales, Vice President - Sales and Retirement Services","Principal Securities, Inc.",nikunen.dave@principal.com,402-496-7377,
10853070,Inactive Investor,Joanne Hessey,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,joanne.hessey@primerica.com,,Salesforce
10763760,Inactive Investor,Stanley Romaine,,Commonwealth Financial Network Plymouth MA 36 Cordage Park Cir,sromaine@commonwealth.com,,Salesforce
10800387,Inactive Investor,John Sterbenz,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",john.e.sterbenz@wellsfargoadvisors.com,,Salesforce
9645116,,Denzil Buchner,,,denzilb55@gmail.com,,List import
10933591,Inactive Investor,Brian Rosoff,,Cetera Investment Services LLC Denville NJ 1 Indian Rd,,,Salesforce
11101072,Inactive Investor,Craig Buckhout,Manager;Principal;Regulatory Contact,"Rockbridge Investment Management, LLC",cbuckhout@rockbridgeinvest.com,,Salesforce
10951925,Inactive Investor,Pierre Castillo Gonzalez,,J.P. Morgan Securities LLC Moorpark CA 165 W Los Angeles Ave,pierre.castillogonzalez@chase.com,,Salesforce
10993695,Inactive Investor,Alison Brawley,,Morgan Stanley,alison.brawley@morganstanley.com,,Salesforce
11200343,Inactive Investor,Melissa Sotudeh,Chief Compliance Officer;Managing Director,"Halpern Financial, Inc. Rockville MD 11 N Washington St",msotudeh@halpernfinancial.com,,Salesforce
10867883,Inactive Investor,Christina Mclaughlin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christina_mclaughlin@vanguard.com,,Salesforce
11159392,Inactive Investor,Edgard Martinez,,PFS Investments Inc. Gaithersburg MD 9841 Washingtonian Blvd,edgard.martinez@primerica.com,,Salesforce
11051245,Inactive Investor,Benjamin Rouch,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11044646,Inactive Investor,Annalise Repasky,,William Blair,arepasky@williamblair.com,,Salesforce
11146680,Inactive Investor,Shyhrete Bajraktari,,Morgan Stanley Chicago IL 233 S Wacker Dr,leta.bajraktari@morganstanleypwm.com,,Salesforce
11195024,Inactive Investor,Christopher Bioty,,"Securian Financial Services, Inc.",christopher.bioty@securian.com,,Salesforce
9586379,,Robert Clark,,,rclark@winvcounsel.com,,List import
10930962,Inactive Investor,Samuel Rubenzer,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",sam.rubenzer@nm.com,,Salesforce
9605965,,Darren Gannuch,,,slpdoc@yahoo.com,,List import
11123062,Inactive Investor,Alexander Jaramishian,Financial Consultant,LPL Financial LLC Fresno CA 465 E Fir Ave,a.jaramishian@lpl.com,,Salesforce
9563229,,Hugh Bishop,,,hughbishop83@icoud.com,,List import
10856973,Inactive Investor,Paul Bowman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",paul.j.bowman@ml.com,,Salesforce
10949431,Inactive Investor,Ricardo Diaz,,"TIAA-CREF Individual & Institutional Services, LLC Iowa City IA 941 2nd Ave",ricardo.diaz@tiaa.org,,Salesforce
11094960,Inactive Investor,Michael Kiley,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Chamberlain Consulting Group, LP Irvine CA 2301 Dupont Dr",mkiley@cgwealth.com,,Salesforce
11111952,Inactive Investor,Adam Cupp,,Cetera Advisor Networks LLC Ottawa OH 971 N Perry St,,,Salesforce
11127086,Inactive Investor,Peter Johnston,,Cetera Advisor Networks LLC Huntington NY 157 E Main St,johnstonp@ceteranetworks.com,,Salesforce
11192523,Inactive Investor,Curtis Miller,Financial Advisor,Edward Jones Wytheville VA 775 W Main St,curtis.miller@edwardjones.com,,Salesforce
11118817,Inactive Investor,Jayme Roach,,"FBL Marketing Services, LLC Pratt KS 310 E 2nd St",jayme.roach@fblfinancial.com,,Salesforce
11200104,Inactive Investor,Thomas Chapman,Analyst;Secretary,"Shayne & Jacobs, LLC",,,Salesforce
10840216,Inactive Investor,Jie Huang,Account Review Specialist,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10986518,Inactive Investor,Martina Lu,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,mlu1@ft.newyorklife.com,,Salesforce
11219418,,Michelle Flam,,,michelle.flam@wfa.com,,Other
93772,,David Luber,,"MML Investors Services, LLC",dluber@massmutual.com,410-785-7654,
10861157,Inactive Investor,Marta Steane,Financial Professional,"Voya Financial Advisors, Inc. Front Royal VA Private Residence",marta.steane@voyafa.com,,Salesforce
10779418,Inactive Investor,David Everts,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wellesley Hills MA 55 William St,david.everts@ubs.com,,Salesforce
10844004,Inactive Investor,Hugh Barndollar,Chief Compliance Officer;Chief Executive Officer;Owner,PurePath Wealth Management,hobby@barndollarfinancial.com,,Salesforce
11002655,Inactive Investor,Matthew Phillips,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
2565462,,Jiya in Khan,,,khansammerkhan807@gmail.com,,
10646720,,Raymond Bickner,,,ray.bickner@thrivent.com,,List Import
10773472,Inactive Investor,Jeffrey Fendler,Executive Vice President;Officer,PFS Investments Inc.,jeffrey.fendler@primerica.com,,Salesforce
9630470,,Joshua Arthur,,,josharthur@icloud.com,,List import
10808238,Inactive Investor,B Calfee,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,,,Salesforce
249146,,Ricardo Montero,Managing Partner,CAPAFIN,ricardo.montero@capafin.com,,Manual List Upload
9565764,,Scott Ford,,,sford@carsoninstitutional.com,,List import
10831582,Inactive Investor,William Lillwitz,,"Uhlmann Price Securities, LLC",wlillwitz@upsecurities.com,,Salesforce
9578125,,Cris Giron,,,cris.giron@voyafa.com,,List import
230190,, -,,[[Unknown]],working-4-u@cox.net,,
9580965,,James Vollett,,,jim@vollett.com,,List import
9559373,,loka hana,,,nhrcpddlibwkl@karenkey.com,,List import
9600270,,Charles Downs,,,charles.downs@hansonmcclain.com,,List import
2095795,,Nilesh Gope,,,nileshgope125@gmail.com,,
10659304,,Kristen Gordon,,,kristen.gordon@lpl.com,,List Import
336506,,David Cassady,Member,"Cassady Schiller Wealth Management, Llc",dcassady@csa-cpa.com,513-483-6652,Manual List Upload
9623274,,QASSEM NASSAR,,,qassemnassar63@gmail.com,,List import
1002789,Inactive Investor,Benjamin Kille,"Chief Executive Officer, Principal",Private Capital Group,bkille@pcgct.com, +1 860 969 6086,Manual List Upload
10949878,Inactive Investor,Alex Meyers,,Vanguard Marketing Corporation,alex_meyers@vanguard.com,,Salesforce
11138853,Inactive Investor,Maria Soto Villa,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10988218,Inactive Investor,Sven Lundell,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",,,Salesforce
10830150,Inactive Investor,Wayne Conley,,State Farm VP Management Corp. Evergreen Park IL 8745 S Kedzie Ave,,,Salesforce
9609485,,ty soukup,,,tlsoukup.ppl@gmail.com,,List import
10918468,Inactive Investor,Salomon Levy,President,SEDG Financial Services Corp.,slevy@sedgfinancial.com,,Salesforce
11063312,Inactive Investor,Annette Walters,Financial Advisor,LPL Financial LLC Duluth GA 6340 Sugarloaf Pkwy,annette.walters@lpl.com,,Salesforce
10795887,Inactive Investor,Susananne Bailey,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",susananne.bailey@ml.com,,Salesforce
11145480,Inactive Investor,Jesus Palenzuela,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,jpalenzuela@primerica.com,,Salesforce
11053545,Inactive Investor,Milton Warsaw,Investment Advisor;Vice President,Godwin Capital Management,,,Salesforce
10767718,Inactive Investor,John Magnesio,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,john.magnesio@morganstanley.com,,Salesforce
10903314,Inactive Investor,Dustin Sturm,,Stonex Securities Inc. Canfield OH 4137 Boardman Canfield Rd,dustin.sturm@saswealth.com,,Salesforce
11200367,Inactive Investor,John Blunt,Financial Advisor;Senior Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,jack.blunt@morganstanley.com,,Salesforce
10847908,Inactive Investor,Jeffery Ward,,GuideStone Financial Services,jeffery.ward@guidestone.org,,Salesforce
9643805,,Jing Tu,,,jinglisatu@gmail.com,,List import
11222845,,Allison Chema,,,achema@ayco.com,,List Import
10696139,,Shaun Christensen,,iPipeline,schristensen@ipipeline.com,,List Import
11109864,Inactive Investor,Peter Espiritu,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",peter.espiritu@schwab.com,,Salesforce
11004299,Inactive Investor,Emma Schurr,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",schurre@stifel.com,,Salesforce
11238344,Inactive Investor,David Lum,,"Sageview Advisory Group, LLC",dlum@sageviewadvisory.com,,Salesforce
11172009,Inactive Investor,Dolores Boeding,,"FBL Marketing Services, LLC New Hampton IA 9 E Spring St",dee.boeding@fbfs.com,,Salesforce
11056854,Inactive Investor,Thomas Daniel,,"MML Investors Services, LLC",,,Salesforce
10842114,Inactive Investor,Martha Rodriguez,,UBS Financial Services Inc. San Diego CA 600 W Broadway,martha.rodriguez@ubs.com,,Salesforce
11167777,Inactive Investor,Matthew Sunderland,,"Bankers Life Securities, Inc. Bowling Green KY 1945 Scottsville Rd",matthew.sunderland@bankerslife.com,,Salesforce
10946856,Inactive Investor,Stefco Marenoski,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
10801827,Inactive Investor,Josh Schwieterman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 8153 Garnet Dr",josh.schwieterman@tfaconnect.com,,Salesforce
333992,,Milissa Hebert,"Secretary, Treasurer",Beacon Financial Advisors Ltd,milissa@bfaltd.com,713-622-9981,Manual List Upload
9553665,,Walter White,,,action555@outlook.com,,List import
9625934,,Eric Bergwall,,,ericbergwall@icloud.com,,List import
11006729,Inactive Investor,Logan Dalton,Financial Advisor,"Equitable Advisors, LLC Lynchburg VA 121 Goldenrod Pl",logan.dalton@equitable.com,,Salesforce
9603189,,John Guerra,,,john.guerra@clsinvest.com,,List import
10955471,Inactive Investor,Nicholas Delouisa,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,nicholas.delouisa@fmr.com,,Salesforce
10948324,Inactive Investor,Shelby McGuire,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
11174152,Inactive Investor,Tarick Bernat,,"BFC Planning, Inc. Youngstown OH 833 Boardman Canfield Rd",,,Salesforce
10878005,Inactive Investor,Andrew Waugh,Financial Advisor,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",andrew.waugh@rbc.com,,Salesforce
10762133,Inactive Investor,Veronica Reeves,Registered Client Associate,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",veronica.reeves@wellsfargoadvisors.com,,Salesforce
244517,,Joshua Herbert,CFO,Lincoln,josh@moneymattersofamerica.com,19544231936,Manual List Upload
11137105,Inactive Investor,Toan Le,Financial Advisor,"Osaic Wealth, Inc. Roseville CA 2360 Professional Dr",,,Salesforce
11037487,Inactive Investor,Neil Daley,,"Osaic Wealth, Inc. Bristol CT 181 Oakridge Rd",,,Salesforce
10994924,Inactive Investor,Augusto Fernandes,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,afernandes@primerica.com,,Salesforce
10875203,Inactive Investor,Lucy Lau,,"MML Investors Services, LLC New York NY 2 Mott St",llau@financialguide.com,,Salesforce
10840001,Inactive Investor,Christopher Bryan,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",christopher.bryan@ml.com,,Salesforce
10808033,Inactive Investor,Lawrence Miele,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",,,Salesforce
10559470,,Tucker Triggs,,,tuckertriggs@pm.me,,Web Form Fillout
10914254,Inactive Investor,Alison Botsch,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11024665,Inactive Investor,Thomas Lewis,Financial Advisor,LPL Financial LLC Monroe LA 1888 Hudson Cir,thomas.lewis@lpl.com,,Salesforce
11148683,Inactive Investor,Gregory Gangitano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
5119712,,Thomas Cronin,,,tom.cronin6@gmail.com,,Web form fillout
11205318,Inactive Investor,Eric Froyen,,"MML Investors Services, LLC Newport News VA 735 Thimble Shoals Blvd",efroyen@financialguide.com,,Salesforce
10992930,Inactive Investor,Tanya Schlingman,,"U.S. Bancorp Investments, Inc. Santa Fe NM 600 W San Mateo Rd",,,Salesforce
10868767,Inactive Investor,George Dawkins,,Stonex Securities Inc. Birmingham AL 2100A Southbridge Pkwy,george.dawkins@saswealth.com,,Salesforce
11134726,Inactive Investor,Anne Martin,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10890940,Inactive Investor,Robert Budde,,LPL Financial LLC Baltimore MD 1 Light St,robert.budde@lpl.com,,Salesforce
9573781,,Chris Berg,,,arogue68@gmail.com,,List import
10914005,Inactive Investor,Eric Kuhns,,"Cambridge Investment Research, Inc. Arroyo Grande CA 1303 E Grand Ave",eric@monarchfinancialsolutions.com,,Salesforce
11204560,Inactive Investor,Maggie Edwards,,"Equitable Advisors, LLC Cincinnati OH 4000 Smith Rd",,,Salesforce
10927166,Inactive Investor,Samuel Lamerato,,PFS Investments Inc. Utica MI 11111 Hall Rd,samuel.lamerato@primerica.com,,Salesforce
11210426,Inactive Investor,Emilio Alvarenga,,J.P. Morgan Securities LLC San Carlos CA 845 Laurel St,emilio.j.alvarenga@chase.com,,Salesforce
11083649,Inactive Investor,Edward Krausnick,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",edward.krausnick@raymondjames.com,,Salesforce
10988332,Inactive Investor,Nathanael Shaffer,,"Osaic Institutions, Inc. Johnstown PA 125 Donald Ln",nate.shaffer@osaicinstitutions.com,,Salesforce
342582,,Tracy Larmony,Executive Assistant,Marquis Wealth Management Group,tracyl@marquiswealthgroup.com,239-454-1117,Manual List Upload
9545259,,Emmanuel Udoh,,,udohemmanuel251@gmail.com,,List import
10935831,Inactive Investor,George Boyer,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,gboyer@supremealliancellc.com,,Salesforce
9588770,,Judson Myers,,,jmyers@regencyinvests.com,,List Import
11129328,Inactive Investor,Brett Goetz,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,brett.goetz@morganstanley.com,,Salesforce
9552753,,B. J. Cowan,,,bj@cowanfinancialservicesllc.com,,List import
11042155,Inactive Investor,Chiquita Rice,,"Osaic Wealth, Inc. Needham Heights MA 140 Gould St",,,Salesforce
11014776,Inactive Investor,Anthony Avino,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
222442,,Dennis Bauer,,[Unknown],dennis.bauer@cox.net,,
11061703,Inactive Investor,Peter Sergyeyenko,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 4200 Amon Carter Blvd",peter.sergyeyenko@ml.com,,Salesforce
10973985,Inactive Investor,Mark Wilson,Investment Advisor,"Ironwood Investment Advisers, LLC",,,Salesforce
209440,,Luca Pastore,,[Unknown],pasto.bg@gmail.com,,source
11130326,Inactive Investor,Elizabeth Carson,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice Pre,Morgan Stanley Tulsa OK 2200 S Utica Pl,elizabeth.carson@morganstanley.com,,Salesforce
9646473,,Peter Ramirez,,,jram527135@gmail.com,,List import
10897627,Inactive Investor,Jeffrey Ferraro,Relationship Manager,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,jeffrey.ferraro@td.com,,Salesforce
11144055,Inactive Investor,Casey Bright,Financial Advisor,LPL Financial LLC Lexington KY 2416 Greatstone Pt,casey.bright@lpl.com,,Salesforce
9626804,,Torstenq Arnold,,,ta78@web.de,,List import
10838583,Inactive Investor,Allan Booher,,"Osaic Wealth, Inc. Luther OK 109 S Main St",,,Salesforce
10941711,Inactive Investor,Jason Hiser,,"The Leaders Group, Inc.",,,Salesforce
10851639,Inactive Investor,Timothy Smith,Vice President - Investments,"Raymond James & Associates, Inc. Greenville SC 101 Falls Park Dr",tim.smith@raymondjames.com,,Salesforce
11110308,Inactive Investor,Christian Molvig,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Billings MT 401 N 31st St",,,Salesforce
350472,,Betsy Fleming,"Vice President, CCO","Armstrong, Fleming & Moore, Inc.",bfleming@afmfa.com,202-887-8135,Manual List Upload
10790014,Inactive Investor,Scott Purinton,Senior Portfolio Manager - Investments;Senior Wealth Advisor,"Wellington Shields & Co., LLC Shelburne Falls MA 29 Bridge St",spurinton@wellingtonshields.com,,Salesforce
11158655,Inactive Investor,Stanley Pillman,Chief Compliance Officer;Managing Member;President,"Addison Asset Management, LLC",,,Salesforce
9550100,,Philip Bess,,,pbess@cacu.com,,List import
11187145,Inactive Investor,Aubrey Pithwa,,State Farm VP Management Corp. Virginia Beach VA 562 Lynnhaven Pkwy,aubreypithwa@statefarm.com,,Salesforce
11153938,Inactive Investor,Allison Nosacka,Client Service Associate,Morgan Stanley Baton Rouge LA 400 Convention St,allison.h.nosacka@morganstanley.com,,Salesforce
10816527,Inactive Investor,Mark Rylance,Chief Executive Officer;Financial Advisor;Trustee,RS Crum Inc.,mark@rscrum.com,,Salesforce
11176968,Inactive Investor,Matthew Holbrook,Financial Planner;Founder;President,Skyview Capital Management,matt@skyviewcm.com,,Salesforce
11080976,Inactive Investor,Christopher Redfern,Vice President,"Wells Fargo Clearing Services, LLC Port Orchard WA 1488 Olney Ave SE",christopher.redfern@wellsfargo.com,,Salesforce
191892,,Ross Copperman,,[Unknown],rosscopperman@hotmail.com,,source
10946426,Inactive Investor,Jose Luis Alvarado,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10493825,,EDI PURNOMO,,,mbahsawet99@gmail.com,,Web Form Fillout
10992395,Inactive Investor,Brent Deal,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",brent.deal@prudential.com,,Salesforce
372254,,Jérôme lucary,,France,matthieupraxea@gmail.com,,Salesforce
10890241,Inactive Investor,Jared Sandlin,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",jared.sandlin@valic.com,,Salesforce
10877872,Inactive Investor,Alexander Murphy,Financial Advisor,"Wells Fargo Clearing Services, LLC Ames IA 424 Main St",alexander.t.murphy@wellsfargo.com,,Salesforce
10989498,Inactive Investor,Jordan Gentry,,Briarwood Financial Twin Falls ID Private Residence,,,Salesforce
10914894,Inactive Investor,Jacob Hallac,,Citigroup Global Markets Inc. San Francisco CA 1 Market,,,Salesforce
10953086,Inactive Investor,Austin Wood,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,austin_wood@vanguard.com,,Salesforce
11127023,Inactive Investor,Joseph Blando,,Four Points Capital Partners LLC New York NY 99 Park Ave,jblando@4pointscapital.com,,Salesforce
210924,,Nicholas Pingitore,,ECI LLC,njpingitore@yahoo.com,(954) 892-5004,
11041873,Inactive Investor,Rodney Gates,,LPL Financial LLC Derby KS 300 N Rock Rd,rodney.gates@lpl.com,,Salesforce
10949204,Inactive Investor,Jon Arnold,,Rockport Wealth Advisors Youngstown OH 8040 Market St,jon@rockportwealth.com,,Salesforce
10961416,Inactive Investor,Karen Dipaolo,Chief Compliance Officer;Manager,"DiPaolo Financial Group, Inc.",karen@dipaolofinancial.com,,Salesforce
352028,,Holly Willman,Director,Shepherd Financial Investment Advisory Llc,hwillman@shepherdfin.com,317-975-5033,Manual List Upload
11110189,Inactive Investor,Shauntrel Strozier,,PFS Investments Inc. Atlanta GA 2314 Sullivan Rd,sstrozier@primerica.com,,Salesforce
10900490,Inactive Investor,Akash Tewari,,Jefferies LLC,atewari@jefferies.com,,Salesforce
10879390,Inactive Investor,Kevin Williams,Investment Advisor Representative;Senior Financial Advisor,"Synergy Asset Management, LLC",kevin@synergy-am.com,,Salesforce
9557704,,Changsheng Zhao,,,szhao@nationalsecurities.com,,List import
11003800,Inactive Investor,Darwin Maldonado Euceda,,"Horace Mann Investors, Inc. Cherry Hill NJ 51 Haddonfield Rd",darwin.maldonado@horacemann.com,,Salesforce
10990087,Inactive Investor,Andrew Burns,,"The Leaders Group, Inc. Tampa FL 777 S Harbour Island Blvd",,,Salesforce
10657573,,David Godinez,,,david.m.godinez@chase.com,,List Import
337704,,Jack Waterstreet,"Managing Partner, Limited Partner",Sky Island Capital,jack@skyislandcap.com,469-965-9200,Manual List Upload
339253,,Thomas Story,Managing Member,Thomas Story And Son Llc,tstory@storyandson.com,630-878-0747,Manual List Upload
10852093,Inactive Investor,Vladimir Mindel,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",william.mindel@rbc.com,,Salesforce
10859077,Inactive Investor,Sixto Lebron,Chief Compliance Officer;Investment Advisor;President,"Lebron Financial Services, Inc.",slebron@lebronfinancial.com,,Salesforce
11024244,Inactive Investor,Elizabeth Davies,President;Senior Vice President,RTD Financial Advisors Inc,,,Salesforce
10613320,,Robert Perlman,"Financial Advisor, Managing Director - Wealth Management",,robert.perlman@ubs.com,,List Import
9590775,,Cesar Romero,,,craromero777@gmail.com,,List import
10877738,Inactive Investor,Jennifer Madamba-Bailey,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",jennifer.madamba@tfaconnect.com,,Salesforce
11027685,Inactive Investor,Bailey Breidenbach,,"Osaic Wealth, Inc. Tiffin OH 1474 S County Road 1",,,Salesforce
10774216,Inactive Investor,Kelli Green,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kelli_green@vanguard.com,,Salesforce
9579999,,Chris Zaccarelli,,,czaccarelli@iaaria.com,,List import
10878986,Inactive Investor,David Taksen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10487348,,Gretchen Fowler,Senior Wealth Strategy Associate,UBS Financial Services Inc.,gretchen.fowler@ubs.com,,List Import
11005711,Inactive Investor,Yuki Taketani,,Jefferies LLC,ytaketani@jefferies.com,,Salesforce
214691,,Konstantin Stoyanov,,[Unknown],kocivs@gmail.com,,
10983750,Inactive Investor,Jessica Mckane,,CIBC World Markets Corp.,jessica.mckane@cibc.com,,Salesforce
11209526,Inactive Investor,Robert Deluccia,,Jefferies LLC,rdeluccia@jefferies.com,,Salesforce
10792475,Inactive Investor,Eric Walton,Managing Partner;President;Regulatory Contact,Westwind Capital,emwalton@spenceassetmanagement.com,,Salesforce
11032912,Inactive Investor,Nyle Berkes,Financial Representative,"MML Investors Services, LLC Berwick PA Private Residence",nyle_berkes@glic.com,,Salesforce
11173585,Inactive Investor,Troy Nelson,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Plymouth MI 340 N Main St",troy.a.nelson@ampf.com,,Salesforce
213157,,Ramon Rodriguez,"Vice President, Wealth Management Advisor","Fifth Third Securities, Inc.",ramon.rodriguez@53.com,513-534-8257,
10764948,Inactive Investor,Richard Baker,,"Wells Fargo Clearing Services, LLC Phoenix AZ 10651 S 51st St",,,Salesforce
11188662,Inactive Investor,Michele Mundie,Registered Associate,Morgan Stanley Buffalo NY 450 Essjay Rd,michele.mundie@morganstanley.com,,Salesforce
9622502,,hakan güleç,,,hakangulec79@gmail.com,,List import
9740399,,Cindy Massey,,,cindym37@gmail.com,,Web Form Fillout
11111857,Inactive Investor,Phillip Sollman,Financial Advisor,Thrivent Investment Management Inc. Decatur IN 320 Winchester St,phillip.sollman@thrivent.com,,Salesforce
225098,,Lori Gerace,,[Unknown],lori.gerace@gmail.com,,source
11090365,Inactive Investor,David Copeland,Chief Investment Officer;Principal;Regulatory Contact,Strategic Wealth Partners,dcopeland@stratwealth.com,,Salesforce
11003561,Inactive Investor,Herman Jimerson,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",herman.l.jimerson@nm.com,,Salesforce
11071657,Inactive Investor,Adam Beers,,"CapFinancial Securities, LLC.",,,Salesforce
10940255,Inactive Investor,Eugenio Gandini,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",eugenio.gandini@raymondjames.com,,Salesforce
78471,,Brandon Schaecher,,Thrivent Investment Management Inc.,brandon.schaecher@thrivent.com,402-932-0109,
11132792,Inactive Investor,Kiara Aldana,,LPL Financial LLC Oak Brook IL 1220 Kensington Rd,kiara.aldana@lpl.com,,Salesforce
10770061,Inactive Investor,Daniel Seifring,,"Concourse Financial Group Securities, Inc. Gibbsboro NJ 146 S Lakeview Dr",daniel.seifring@concoursefinancial.com,,Salesforce
9646900,,Adam Vazquez,,,adam@strafire.com,,List import
10974009,Inactive Investor,Jeffrey Royston,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10863647,Inactive Investor,Douglas Aistrope,,"FBL Marketing Services, LLC Sidney IA 610 Clay St",douglas.aistrope@fbfs.com,,Salesforce
10850135,Inactive Investor,James Baumann,Investment Advisor Representative,"IAMS Wealth Management, LLC Phoenix AZ Private Residence",j.baumann@iamswm.com,,Salesforce
10771014,Inactive Investor,Jason Goldstein,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Bethesda MD 4550 Montgomery Ave",jason.goldstein@raymondjames.com,,Salesforce
10964322,Inactive Investor,Anthony Dipiazza,,J.P. Morgan Securities LLC Evanston IL 1900 Central St,anthony.dipiazza@chase.com,,Salesforce
11161470,Inactive Investor,Sean Fortenberry,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,sean.fortenberry@fidelity.com,,Salesforce
11133564,Inactive Investor,Alexander Glancy,,"MML Investors Services, LLC Peoria IL 401 SW Water St",,,Salesforce
10839601,Inactive Investor,Joel Collins,,LPL Financial LLC Sidney MT 120 E Main St,joel.collins@lpl.com,,Salesforce
11154979,Inactive Investor,Mark Korte,,LPL Financial LLC Edwardsville IL 143 N Kansas St,mark.korte@lpl.com,,Salesforce
10898121,Inactive Investor,Stephanie Prince,,Lazard Asset Management Securities LLC,stephanie.prince@lazard.com,,Salesforce
228700,,Patricia M -,,Patricia M [[Unknown]],wynnp4@yahoo.com,,
9622335,,Max I,,,max@mortgagefair.com.au,,List import
10816692,Inactive Investor,Philip Kaplan,Financial Advisor,"MML Investors Services, LLC New York NY 622 3rd Ave",pjkaplan@financialguide.com,,Salesforce
200192,,Kyle Wegrzyn,,"Keel Point, LLC",kwegrzyn@keelpoint.com,256-704-5111,
212238,,Pancho Alcon,,[Unknown],palcon51@gmail.com,,source
11110407,Inactive Investor,Debbie Payne,Founding Partner;Investment Advisor Representative,Brookstone Capital Management LLC Temecula CA 31805 Temecula Pkwy,,,Salesforce
10863476,Inactive Investor,Kiara Berry,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kiara.berry@fidelity.com,,Salesforce
9572018,,Brian Wheeler,,,bwheeler@massmutual.com,,List import
9644633,,Lorie Logan,,,lorie.logan@ny.frb.org,,List import
10798755,Inactive Investor,James Davis,Financial Advisor,Edward Jones Huntsville AL 2330 Pansy St SW,russ.davis@edwardjones.com,,Salesforce
10924000,Inactive Investor,Ruth Simons,Financial Advisor;Financial Representative,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",rsimons@financialguide.com,,Salesforce
11169511,Inactive Investor,David Brockway,Financial Advisor,Edward Jones Rocklin CA 2210 Plaza Dr,david.brockway@edwardjones.com,,Salesforce
10759353,Inactive Investor,Rick Presley,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",rick.presley@schwab.com,,Salesforce
11017792,Inactive Investor,Jacob Osterman,Client Assistant;Client Specialist,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,josterman@rwbaird.com,,Salesforce
11194152,Inactive Investor,Heather Ladd,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,heather.ladd.iya7@statefarm.com,,Salesforce
11182624,Inactive Investor,Melanie Holtan,,State Farm VP Management Corp.,melanie.holtan.g7bh@statefarm.com,,Salesforce
11141103,Inactive Investor,William Patrick,Senior Manager,Morgan Stanley Atlanta GA 5565 Glenridge Connector,dale.patrick@morganstanley.com,,Salesforce
234780,, -,,[[Unknown]],v.torishnyak95@gmail.com,,
10613256,,Wendy Brown,"Senior Financial Advisor, Vice President",,wendy_s_brown@ml.com,,List Import
10992078,Inactive Investor,Andrew Schaper,,Purshe Kaplan Sterling Investments Birmingham AL 5120 Selkirk Dr,aschaper@pksinvest.com,,Salesforce
10791565,Inactive Investor,Robert Mciver,Managing Director;Portfolio Manager;President,Jensen Investment Management Inc.,rmciver@jenseninvestment.com,,Salesforce
11154419,Inactive Investor,Sara Stebbins,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,sara.stebbins@ceteraadvisors.com,,Salesforce
9569058,,Brett Prince,,,brett.prince@fidelity.com,,List import
11059563,Inactive Investor,Connor Mullen,,J.P. Morgan Securities LLC Valparaiso IN 2200 Morthland Dr,connor.mullen@jpmorgan.com,,Salesforce
248486,,Simrat Wason,Principal,Presidio Ventures,wason@presidio-ventures.com,,Manual List Upload
11030074,Inactive Investor,Wasana Arayatanon,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",wasana.arayatanon@tfaconnect.com,,Salesforce
11053932,Inactive Investor,Peter Christus,Financial Advisor;First Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,peter.christus@morganstanley.com,,Salesforce
11184272,Inactive Investor,Alan Marsh,Regulatory Contact;Vice President,"Amuni Financial, Inc.",alan@amuni.com,,Salesforce
11189096,Inactive Investor,Daniel Yuhn,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,daniel.yuhn@lpl.com,,Salesforce
11002125,Inactive Investor,Kristin Siciliano,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,8vxwg@primerica.com,,Salesforce
9571198,,Tyler Kimball,,,tkimball@gwnsecurities.com,,List import
11061685,Inactive Investor,Mike Tuttle,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,mike.tuttle@primerica.com,,Salesforce
207438,,Julie Pemberton,,[Unknown],pemberton.julie@comcast.net,,
10895470,Inactive Investor,Michael Borsello,Director - Alternative Investments;Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,michael.borsello@morganstanley.com,,Salesforce
1941105,,Manuel Ging,,,2379trade@gmail.com,,
11169167,Inactive Investor,Amy Cole,,"Raymond James Financial Services, Inc. Mount Pleasant SC 530 Johnnie Dodds Blvd",amy.cole@raymondjames.com,,Salesforce
11151380,Inactive Investor,Darlene Walker,,Cetera Financial Specialists LLC Holland MI 460 S Waverly Rd,,,Salesforce
10923593,Inactive Investor,Daniel Noworatzky,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,daniel.noworatzky@primerica.com,,Salesforce
10878888,Inactive Investor,Jason Cowans,Executive Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Tempe AZ 80 E Rio Salado Pkwy,jcowans@edelmanfinancialengines.com,,Salesforce
11173934,Inactive Investor,Carolyn Smith,,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",,,Salesforce
11205085,Inactive Investor,David Shaw,,Cetera Advisors LLC Alpharetta GA 5900 Windward Pkwy,,,Salesforce
11146156,Inactive Investor,Christian Barsi,Senior Vice President,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",christian.barsi@wellsfargoadvisors.com,,Salesforce
10761776,Inactive Investor,Daniel Kaypaghian,Financial Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,daniel.kaypaghian@morganstanley.com,,Salesforce
9604346,,Taylor van Rensburg,,,vanrensburgtaylor@gmail.com,,List import
10799155,Inactive Investor,Steven Halverson,Financial Advisor,Edward Jones Madison WI 5690 Monona Dr,steven.halverson@edwardjones.com,,Salesforce
10834777,Inactive Investor,Steven Shatto,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",steven.shatto@wellsfargoadvisors.com,,Salesforce
10760112,Inactive Investor,Jared Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jared.jensen@fidelity.com,,Salesforce
11178256,Inactive Investor,Thomas Wasserman,,"Moloney Securities Co., Inc. Boynton Beach FL 639 E Ocean Ave",twasserman@moseco.com,,Salesforce
141612,,Gavin Klein,,Hotspur,gavklein@gmail.com,(011) 724-5999,
10799348,Inactive Investor,Bradford Bittner,,"Allstate Financial Services, LLC Luzerne PA 572 Union St",bradfordbittner@allstate.com,,Salesforce
11095381,Inactive Investor,Michael Massey,Investment Advisor,"Packerland Brokerage Services, Inc. Hartland WI Private Residence",michael_massey@packerlandbrokerage.com,,Salesforce
10880030,Inactive Investor,Matthew Harrison,,"First Horizon Advisors, Inc. Nashville TN 1 Music Cir S",mrharrison@ftbadvisors.com,,Salesforce
10792870,Inactive Investor,Daniel Tomas,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",daniel.tomas@valic.com,,Salesforce
1750779,,Emmanuel Francis,,,emmanuelfrancismahani@gmail.com,,
11002821,Inactive Investor,Daniel Angeles,,J.P. Morgan Securities LLC Little Rock AR 6001 District Ave,daniel.angeles@jpmorgan.com,,Salesforce
11229754,Inactive Investor,Leon Taylor,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",leon.taylor@nm.com,,Salesforce
10767143,Inactive Investor,Lawrence Howes,Chief Financial Officer;Founder;Principal,Sharkey Howes & Javer Inc,lawrence@shwj.com,,Salesforce
2657010,,Schonda Fields,,,schondaf@gmail.com,,
11098964,Inactive Investor,Michael Odom,Financial Advisor,Edward Jones Pascagoula MS 1218 Jackson Ave,mike.odom@edwardjones.com,,Salesforce
10752401,Inactive Investor,Alison Flaum,,NYLIFE Securities LLC San Antonio TX 8700 Crownhill Blvd,alison@ft.newyorklife.com,,Salesforce
9564093,,Brenda Kitto,,,bkitto@dadco.com,,List import
10658845,,Joseph Guin,,,joseph.guin@nm.com,,List Import
9554450,,Allen Laya,,,alaya@lincolninvestment.com,,List import
11238476,Inactive Investor,Mariellen Etter,,"Friedenthal Financial, LLC",mariellen@friedenthalfinancial.com,,Salesforce
10813256,Inactive Investor,Stephen Skillman,,"Cambridge Investment Research, Inc. Fort Worth TX 4200 S Hulen St",,,Salesforce
124931,,Morris Gottesman,Senior Managing Director,"U.s. Capital Wealth Advisors, Llc",mgottesman@uscallc.com,512-813-1116,
235279,, -,,[[Unknown]],wgirlg@gmail.com,,
11110331,Inactive Investor,Susan Small,,LPL Financial LLC Evans GA 627 Ronald Reagan Dr,susan.small@lpl.com,,Salesforce
9548402,,Robert Ogle,,,bobo@cbic.com,,List import
10957495,Inactive Investor,Rachel Christensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10858623,Inactive Investor,Daniel Dick,,State Farm VP Management Corp. Owensboro KY 3101 Alvey Park Dr E,,,Salesforce
11209831,Inactive Investor,John Delaney,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",john.delaney@nm.com,,Salesforce
244410,,Terry Anderson,Financial Architect,Integrated Financial Architects,terry@ifatoday.com,13036630111,Manual List Upload
10959955,Inactive Investor,Nicholas Gelder,,J.P. Morgan Securities LLC Independence OH 6200 Brecksville Rd,nicholas.gelder@chase.com,,Salesforce
10759046,Inactive Investor,Richard Seid,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,richard.a.seid@morganstanley.com,,Salesforce
11211475,Inactive Investor,Samantha Bauer,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",samantha.bauer1@nm.com,,Salesforce
11058332,Inactive Investor,Samuel Sedgwick,Financial Advisor,LPL Financial LLC Fishers IN 11389 Lantern Rd,samuel.sedgwick@lpl.com,,Salesforce
9609159,,shivam ade,,,shivamade4@gmail.com,,List import
10993921,Inactive Investor,Jessica Alvarado,Premier Banker,"Wells Fargo Clearing Services, LLC Midland TX 4307 N Midland Dr",,,Salesforce
10661724,,Eric Lefkofsky,,,eric@lightbank.com,,List Import
10904336,Inactive Investor,Richard Neale,,NYLIFE Securities LLC Brooklyn OH Private Residence,rjneale@ft.newyorklife.com,,Salesforce
9588325,,Michael Grossman,,,mgrossman@adviceonellc.com,,List import
10806211,Inactive Investor,Richard Simmonds,,"Avantax Investment Services, Inc. River Vale NJ Private Residence",,,Salesforce
10978251,Inactive Investor,Christopher Sampley,Preferred Relationship Manager,"Fifth Third Securities, Inc. Owensboro KY 500 Frederica St",christopher.sampley@53.com,,Salesforce
10863720,Inactive Investor,John Wehmer,Director - Advisor Development;Member,"Cornerstone Wealth Management, LLC",,,Salesforce
224422,,David Mills,,[Unknown],mills34david@gmail.com,,Direct
10950325,Inactive Investor,Paul Wagner,Financial Center Manager;Officer,"Fifth Third Securities, Inc. Cape Coral FL 2402 Surfside Blvd",paul.wagner@53.com,,Salesforce
11048139,Inactive Investor,Douglas Crubel,,"Harbour Investments, Inc. Lancaster WI 142 E Maple St",,,Salesforce
11171901,Inactive Investor,Paul Solorzano,,Commonwealth Financial Network San Francisco CA 3490 California St,psolorzano@commonwealth.com,,Salesforce
11033201,Inactive Investor,William Wiggins,Financial Advisor,LPL Financial LLC Raleigh NC 5220 Falls of Neuse Rd,rob.wiggins@lpl.com,,Salesforce
9554144,,Alison Hendricks,,,alihend20@yahoo.com,,List import
11231333,Inactive Investor,Richard Cole,,"CUSO Financial Services, L.P. Monaca PA 210 Golfview Dr",,,Salesforce
10887360,Inactive Investor,Gerasimos Efthimiatos,Chief Compliance Officer;Managing Member;Regulatory Contact,Chesapeake Asset Management LLC,gefthimiatos@chesman.com,,Salesforce
11187279,Inactive Investor,Johnny Peden,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Greenville SC 201 E McBee Ave,johnny.peden.iii@morganstanley.com,,Salesforce
11096176,Inactive Investor,Constance Woods,Financial Advisor;Financial Professional,Money Concepts Capital Corp Vandalia OH 206 N Dixie Dr,cwoods@moneyconcepts.com,,Salesforce
11118438,Inactive Investor,Lisa Ellingham,,Commonwealth Financial Network Rochester NY 2024 W Henrietta Rd,lellingham@commonwealth.com,,Salesforce
11051751,Inactive Investor,Matthew Fusco,,NYLIFE Securities LLC Old Bethpage NY Private Residence,mfusco@ft.newyorklife.com,,Salesforce
11166238,Inactive Investor,Thomas Anderson,Managing Director - Wealth Management,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,thomas.d.anderson@ubs.com,,Salesforce
198082,,Hideo Takita,,[Unknown],jtakita@gmail.com,,source
11094932,Inactive Investor,Barrett Banister,Wealth Consultant,The Wealth Consulting Group Leawood KS 6800 College Blvd,bbanister@wealthcg.com,,Salesforce
11171473,Inactive Investor,Shad Roundy,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Osaic Wealth, Inc. Tracy CA Private Residence",shad.roundy@ml.com,,Salesforce
10618103,,Christopher Crandall,,,ccrandall@leelynsmith.com,,List Import
9588869,,Bernard Goqo,,,bmgoqo@eskom.co.za,,List import
11103301,Inactive Investor,Robert Roar,Financial Advisor,LPL Financial LLC Grayson KY 210 S Carol Malone Blvd,rob.roar@lpl.com,,Salesforce
10966236,Inactive Investor,Mark Snow,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Phoenix AZ 10429 S 51st St",mark.snow@tfaconnect.com,,Salesforce
11113309,Inactive Investor,Calvin O'Neal,,PFS Investments Inc. Indianapolis IN 911 E 86th St,calvin.oneal@primerica.com,,Salesforce
10939138,Inactive Investor,Ashton Glaser,Managing Director,"Mutual of Omaha Investor Services, Inc. Springfield MO 3555 S Culpepper Cir",ashton.glaser@mutualofomaha.com,,Salesforce
9569321,,Matthew Clayson,,,mclayson@massmutual.com,,List import
11185822,Inactive Investor,Lauren Wintermute,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9555963,,Randy Gonzalez,,,randyg1407@gmail.com,,List import
10774010,Inactive Investor,Elizabeth Pollard,,Davenport & Company LLC,ecrabtree@investdavenport.com,,Salesforce
10767752,Inactive Investor,Lawrence Cane,Wealth Management Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,lawrence.cane@morganstanley.com,,Salesforce
227786,, -,,[[Unknown]],sef777b@outlook.com,,
10945905,Inactive Investor,Anja Spillane,,"U.S. Bancorp Investments, Inc. San Diego CA 610 W Washington St",anja.spillane@usbank.com,,Salesforce
11203030,Inactive Investor,Frank Summers,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",frank_summers@ml.com,,Salesforce
225077,,Barry M. Wise,,[Unknown],barrymwise@msn.com,,Direct
11123647,Inactive Investor,Frederick Thielker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",shawn.thielker@ml.com,,Salesforce
10923932,Inactive Investor,Christopher Coppola,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",christopher.j.coppola@ampf.com,,Salesforce
9587925,,Marius Estensen,,,marius-estensen@hotmail.com,,List import
9617215,,Randy Graham,,,randydgraham@gmail.com,,List import
9581329,,Victoria Thorpe,,,vicki.thorpe@thrivent.com,,List import
9553218,,Subtain ali Haider,,,smartyali2@gmail.com,,List import
9637139,,Daniel Nentl,,,nentl@ironwoodfinancial.com,,List import
9608234,,Bart Sweeney,,,sweeneybart5@yahoo.com,,List import
11002112,Inactive Investor,Kevin Dillaway,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",kevin.dillaway@equitable.com,,Salesforce
10993688,Inactive Investor,Samantha Barrow,,Morgan Stanley New York NY 55 E 52nd St,samantha.barrow@morganstanley.com,,Salesforce
10999373,Inactive Investor,Betsy Costanza,,GWN Securities Inc. Wayne PA 940 W Valley Rd,bcostanza@gwnsecurities.com,,Salesforce
11164955,Inactive Investor,Beverly Lantz,,LPL Financial LLC Englewood CO 6430 S Fiddlers Green Cir,beverly.d.lantz@lpl.com,,Salesforce
9643803,,Zion Hasson,,,zhasson@protonmail.com,,List import
46666,,Joel Groskreutz,Financial Associate,Thrivent Investment Management Inc.,joel.groskreutz@thrivent.com,608-768-8825,
225761,, -,,[[Unknown]],bmfein@gmail.com,,Initial Salesforce Import
11103842,Inactive Investor,Janet Fieldman,Financial Advisor,LPL Financial LLC Pueblo CO 232 S Union Ave,janet.fieldman@lpl.com,,Salesforce
10646232,,Tiffany Adams,,,tiffany.adams@morganstanley.com,,List Import
223735,,Kyle Martin,,[Unknown],kylecmartin@cox.net,,
10935506,Inactive Investor,Bryce Arnstein,Registered Associate,Morgan Stanley Baltimore MD 1201 Wills St,,,Salesforce
10810376,Inactive Investor,David Ortega,Financial Advisor,Edward Jones Lakewood WA 8524 Steilacoom Blvd SW,brad.ortega@edwardjones.com,,Salesforce
11108737,Inactive Investor,Stephen Larrabee,,LPL Financial LLC Portland ME 225 Commercial St,stephen.larrabee@lpl.com,,Salesforce
11004939,Inactive Investor,Rodolfo Coro,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,rcoro@primerica.com,,Salesforce
11086178,Inactive Investor,Richard Lambert,Financial Advisor,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",richard.lambert@valic.com,,Salesforce
9554615,,Paul Lipson,,,plipson@fortpointcapital.com,,List import
9595564,,Adriano Satta,,,toadrias@gmail.com,,List import
9574522,,Adam Griggs,,,adam.griggs@transamerica.com,,List import
10897573,Inactive Investor,Michael Desmyter,Manager;Managing Principal;Member;Regulatory Contact,"Midwest Capital Advisors, LLC",mdesmyter@midwestcap.com,,Salesforce
10658676,,Mitchell Todd,,,mtodd@financialguide.com,,List Import
10995069,Inactive Investor,Teresa Quintuna,,J.P. Morgan Securities LLC Bellmore NY 2631 Merrick Rd,teresa.quintuna@chase.com,,Salesforce
11206984,Inactive Investor,Grace Toh,Chief Compliance Officer;Founding Member;Managing Director,"Abbington Investment Group, LLC Westport CT 251 Riverside Ave",grace.toh@abbingtongroup.com,,Salesforce
9548651,,Jon Moore,,,jmoore@epwealth.com,,List import
9583498,,Omer Adel,,,omeradel1888@gmail.com,,List import
10925749,Inactive Investor,Ansley Sturgill,Financial Advisor,Edward Jones McDonough GA 115 Westridge Industrial Blvd,ansley.sturgill@edwardjones.com,,Salesforce
9638448,,Natalie Lefebvre,,,nlefebvre@concordma.gov,,List import
10857932,Inactive Investor,Scott Hoxer,Chief Compliance Officer;Chief Investment Officer;Investment Advisor,"Alliance Wealth Advisors, LLC",scott@awaplanning.com,,Salesforce
11000396,Inactive Investor,Kitchener Lara Moquete,Wealth Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
11114886,Inactive Investor,Stephen Hudzik,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11171192,Inactive Investor,Joshua Anders,,"Bankers Life Securities, Inc. Saginaw MI 4800 Fashion Square Blvd",,,Salesforce
11027797,Inactive Investor,John Jensen,Chief Compliance Officer,Guardian Investment Services LLC,,,Salesforce
11077042,Inactive Investor,Amber Pojman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",amber.pojmanobrien@schwab.com,,Salesforce
11020867,Inactive Investor,Alaina McGahan,,SECU Brokerage Services Mooresville NC 111 Brawley School Rd,alaina.mcgahan@ncsecu.org,,Salesforce
10940670,Inactive Investor,Vincent Frattini,,"Cambridge Investment Research, Inc. Clinton Township MI 39600 Garfield Rd",vfrattini@cambridgesecure.com,,Salesforce
9622400,,Nathan Faris,,,nfaris@apexsystems.com,,List import
9567588,,Peter Krupp,,,pkrupp@cdki.net,,List import
9583178,,LINDA FRASER,,,lindajfraser@msn.com,,List import
11220804,,Leonardo Estanislao,,,lestanislao@gmsgroup.com,,Other
11210188,Inactive Investor,Jennifer Solorzano,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",jennifer.solorzano@nm.com,,Salesforce
11155612,Inactive Investor,Shmuel Beckerman,,Park Avenue Securities LLC Brooklyn NY 122 Ashland Pl,,,Salesforce
11086374,Inactive Investor,Bryce Brotherton,,Goldman Sachs & Co.,,,Salesforce
10785684,Inactive Investor,Mark-John Ennis,,"Northern Trust Securities, Inc.",mark-john.ennis@northerntrust.com,,Salesforce
11127035,Inactive Investor,Justin Albrecht,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",justin.albrecht@ml.com,,Salesforce
10487782,,Joel Gomez-Jimenez,,Eagle Strategies LLC,jagomez@ft.newyorklife.com,,List Import
10988116,Inactive Investor,Samuel Weiser,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,,,Salesforce
10788717,Inactive Investor,Donald Hughes,,"Raymond James & Associates, Inc. San Francisco CA 1250 Jones St",donald.hughes@raymondjames.com,,Salesforce
11169958,Inactive Investor,Shawn Oneill,Managing Director,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,shawn.f.oneill@jpmorgan.com,,Salesforce
9627636,,davide farhi,,,farhirealty@gmail.com,,List import
10961675,Inactive Investor,Katherine Cunyas Torres,Private Client Advisor,J.P. Morgan Securities LLC Burlington VT 1 Church St,,,Salesforce
9633445,,maksim salykin,,,salykinmb@gmail.com,,List import
241704,,SY Kang,,[Unknown],sykanga@gmail.com,,Direct
11121173,Inactive Investor,Bruce Hlavacek,,"The Leaders Group, Inc.",bruce@leadersgroup.net,,Salesforce
9004662,,James Wilkinson,,,jamest.wilkinson@gmail.com,,
11267912,,Prashant Kashi,,,pkashi@gmail.com,,Web Form Fillout
11194999,Inactive Investor,Ben Eglian,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10888858,Inactive Investor,John Mosher,,"Unique Wealth, LLC",john.mosher@uniquewealth.com,,Salesforce
10825579,Inactive Investor,Robert Gay,Chief Compliance Officer;Chief Executive Officer,Robert William Gay,rgay@the-gears.com,,Salesforce
370407,,Janet Walker,,United States,gearldjd@gmail.com,,dedicated
11132024,Inactive Investor,Gregory Ashjian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glendale CA 6400 San Fernando Rd",gregory.ashjian@ml.com,,Salesforce
9606534,,Stephanie Giauque,,,flaminkoone@gmail.com,,List import
9634341,,Robert Graham,,,rgraham24@gmail.com,,List import
11053218,Inactive Investor,Ricardo Prude,,"Allstate Financial Services, LLC Beachwood OH 21403 Chagrin Blvd",ricardoprude@allstate.com,,Salesforce
347686,,John Moffet,"Member, board Of Managers","Hourglass Capital, Llc",jmoffet@hourglasscapital.com,713-936-0440,Manual List Upload
9634086,,damon su,,,damon.szh@gmail.com,,List import
11006632,Inactive Investor,Jeremy Sadden,,"N.I.S. Financial Services, Inc.",,,Salesforce
9609711,,Kashyap Shah,,,kashyap@anijacapital.com,,List import
10926465,Inactive Investor,Najwa Khater,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11014525,Inactive Investor,Fernando Fernandez,,"Allstate Financial Services, LLC San Antonio TX 9638 Potranco Rd",fernandez@allstate.com,,Salesforce
10991129,Inactive Investor,Megan Slatter,Wealth Advisor,Crewe Advisors,,,Salesforce
11123827,Inactive Investor,Armando Torres,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,armando.torres@jpmorgan.com,,Salesforce
11063662,Inactive Investor,Tishawa Howard,Regional Vice President,PFS Investments Inc. Miami FL 520 NW 165th St,tishawa.howard@primerica.com,,Salesforce
11169835,Inactive Investor,John Troyano,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 750 S Orlando Ave",,,Salesforce
11065727,Inactive Investor,Christopher Scharf,Financial Advisor;Vice President,Morgan Stanley Utica NY 106 Business Park Dr,christopher.scharf@morganstanley.com,,Salesforce
10910601,Inactive Investor,Sarah Veitch,,J.P. Morgan Securities LLC Melville NY 395 N Service Rd,,,Salesforce
2128086,,Michael Williams,,,typicalname@gmail.com,,
10870304,Inactive Investor,Amy Martin,,"Raymond James Financial Services, Inc. Ephrata PA 108 N Reading Rd",amy.martin@raymondjames.com,,Salesforce
10619997,,Nicholas Begley,,,nbegley@wintrust.com,,List Import
11014599,Inactive Investor,Charles Mack,Branch Manager;Registered Principal,LPL Financial LLC Havre MT 415 4th Ave,charles.mack@lpl.com,,Salesforce
11100287,Inactive Investor,Tamone Phengrasamee,,"Allstate Financial Services, LLC La Verne CA 2210 Foothill Blvd",tamonephengrasamee@allstate.com,,Salesforce
10969269,Inactive Investor,Thomas Vogtle,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11007427,Inactive Investor,Chai Saechao,,J.P. Morgan Securities LLC Brea CA 2500 E Imperial Hwy,chai.saechao@chase.com,,Salesforce
239937,,Nathan Faith,,[Unknown],nfaith@bhz.com,,Database Upload
163783,,Josh Grodin,,[Unknown],jlgrodin@wellington.com, -8744,
10802534,Inactive Investor,Kelli Maas,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,kelli.maas@ubs.com,,Salesforce
11061651,Inactive Investor,Katelyn Solari,Planning Specialist;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,katelyn.solari@ubs.com,,Salesforce
10961225,Inactive Investor,Charles Boakye,,Jefferies LLC,cboakye@jefferies.com,,Salesforce
10860813,Inactive Investor,Kent Zahner,Chief Compliance Officer;Managing Member;Member,"Keynote Financial Services, LLC",,,Salesforce
9583328,,Jennifer Cash,,,jennifercash@synovus.com,,List import
10910856,Inactive Investor,Joey Behrstock,,"M Holdings Securities, Inc. Culver City CA 600 Corporate Pointe",,,Salesforce
11164765,Inactive Investor,Brandon Uttich,,Commonwealth Financial Network Fresno CA 1350 E Spruce Ave,buttich@commonwealth.com,,Salesforce
10963495,Inactive Investor,Diana Kokhan,Financial Professional,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",dkokhan@financialguide.com,,Salesforce
9617162,,Cristian Gomoi,,,cristian.gomoi@gmail.com,,List import
9585974,,Jessica Kushner,,,jkushner@manning-napier.com,,List import
10892020,Inactive Investor,Douglas Isenberg,Manager,"Neuse River Capital, LLC",doug@neuserivercapital.com,,Salesforce
11086793,Inactive Investor,Paul Lanier,,"Raymond James & Associates, Inc. Little Rock AR 1 Information Way",paul.lanier@raymondjames.com,,Salesforce
47206,,Peter Krum,Financial Associate,Thrivent Investment Management Inc.,peter.krum@thrivent.com,717-248-1018,
158738,,Levi Lin,,[Unknown],usher70125@gmail.com,,
4738583,,Taylor McGinnis,,,taymcginnis012@gmail.com,,Web Form Fillout
9575945,,Joseph Bryan,,,ethanjames0394@gmail.com,,List import
10792333,Inactive Investor,Derek Dipetrillo,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",derek.dipetrillo@ml.com,,Salesforce
10813654,Inactive Investor,Adam Cox,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",adam.cox@nm.com,,Salesforce
3824166,,Peng Huang,,,yhhp699@gmail.com,,Web Form Fillout
9611058,,Ivan Garcia,,,ivan.garcia@dniventures.com,,List import
11063326,Inactive Investor,Graham Hemelt,Financial Advisor,LPL Financial LLC Mandeville LA 2895 Hwy 190,graham.hemelt@lpl.com,,Salesforce
11120466,Inactive Investor,Glenn Wilusz,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,glenn.wilusz@primerica.com,,Salesforce
11112624,Inactive Investor,Lance Crate,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
181701,,Brian Nistler,,[Unknown],brian.nistler@gmail.com,,Event
9600193,,Imran Shabir,,,imranshabir@yahoo.com,,List import
11188052,Inactive Investor,Rebecca Beckett,,"Herbert J. Sims & Co, Inc. Jupiter FL 270 S Central Blvd",rbeckett@hjsims.com,,Salesforce
11160781,Inactive Investor,Nicole Martinenko,Administrative Assistant;Assistant Vice President,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",nicole.martinenko@wellsfargoadvisors.com,,Salesforce
9631031,,Awal Mohammed,,,awalmohammed1211@gmail.com,,List import
10871316,Inactive Investor,Chad Lee,,State Farm VP Management Corp. Altus OK 511 N Main St,,,Salesforce
10760625,Inactive Investor,Martin Sloane,Senior Vice President - Wealth Management,UBS Financial Services Inc. Stuart FL 712 SE Ocean Blvd,martin.sloane@ubs.com,,Salesforce
11122793,Inactive Investor,Kyle Metzger,,J.P. Morgan Securities LLC Fort Wayne IN 5745 Falls Dr,kyle.a.metzger@jpmorgan.com,,Salesforce
11218363,,James Young,,,james.young@lpl.com,,List Import
10881758,Inactive Investor,Mark McKaig,Co-President;Elected Manager;Owner;Partner,Centurion Wealth Management,mmckaig@centurionwealth.com,,Salesforce
9604713,,James Waldal,,,james.waldal@lpl.com,,List import
10864785,Inactive Investor,Holly McDonald,,Goldman Sachs & Co.,,,Salesforce
10893568,Inactive Investor,Robbin Guirantes,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robbin_guirantes@vanguard.com,,Salesforce
343153,,Patricia Mundy,"Senior Vice President, General Counsel",Manulife Investment Management Timberland And Agri,pmundy@hnrg.com,617-747-1600,Manual List Upload
10904644,Inactive Investor,Todd Davis,Investment Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,t.davis@pnc.com,,Salesforce
372938,,David Raso,,[Unknown],david.raso@evercoreisi.com,,source
10866578,Inactive Investor,Marshall Goins,Chief Compliance Officer;Investment Advisor;President,Clarion Advisors Inc.,marshall@clarionadvisors.com,,Salesforce
11211077,Inactive Investor,Kevin Fung,Financial Consultant;Vice President,HSBC Securities (USA) Inc. San Francisco CA 601 Montgomery St,kevin.fung@us.hsbc.com,,Salesforce
8480433,,Henry Saleeby,,Goldman Sachs,henry.saleeby@gs.com,,List Import
239273,,Rami Omar,,[Unknown],ramiomar1995@hotmail.co.uk,,Direct
11186241,Inactive Investor,Haley Black,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10773683,Inactive Investor,Roderick Carr,,NYLIFE Securities LLC Boise ID 205 N 10th St,roderickcarr@ft.newyorklife.com,,Salesforce
5856,, -,,[[Unknown]],kingstonadam9@gmail.com,,Initial Salesforce Import
10999979,Inactive Investor,Kole Kussee,,PFS Investments Inc. Layton UT 1992 W Antelope Dr,kole.kussee@primerica.com,,Salesforce
10810272,Inactive Investor,Sandra Duran,Portfolio Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,sandra.duran@morganstanley.com,,Salesforce
181099,,fdffdsa gafsgfafda,,[Unknown],usdtdaiusdc@gmail.com,,source
11047019,Inactive Investor,James Quealy,Portfolio Manager;Research Analyst;Vice President,"Appleton Partners, Inc.",jquealy@appletonpartners.com,,Salesforce
11023607,Inactive Investor,Roxanne Dejesus,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,roxanne_dejesus@glic.com,,Salesforce
11020266,Inactive Investor,Denny Chu,,J.P. Morgan Securities LLC Cypress TX 9802 Fry Rd,denny.v.chu@jpmorgan.com,,Salesforce
10827374,Inactive Investor,Lesley Weiner,,Cetera Advisor Networks LLC Totowa NJ 999 Riverview Dr,,,Salesforce
9573693,,Neil Matalia,,,nmatalia@sirfunds.com,,List import
11192076,Inactive Investor,Samantha Brooks,,Fidelity Brokerage Services LLC,,,Salesforce
10935596,Inactive Investor,Sheryl Teuscher,,Country Capital Management Company Rainier OR 112 E B St,,,Salesforce
11043592,Inactive Investor,Ryian Jurasz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Juneau AK 801 W 10th St",ryian.jurasz@ml.com,,Salesforce
11082170,Inactive Investor,Konrad Stauffer,,Vanguard Marketing Corporation,konrad_stauffer@vanguard.com,,Salesforce
11009916,Inactive Investor,Brian Ericson-Huneck,Wealth Advisor,Madison Partners,brian@themadisonpartners.com,,Salesforce
10999558,Inactive Investor,Sukhwa Lee,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,slee51@ft.newyorklife.com,,Salesforce
9568877,,kris kumar,,,kfactor8133@gmail.com,,List import
9604685,,Brad Isroff,,,BRAD.ISROFF@LPL.COM,,List import
11173049,Inactive Investor,Robert Mathews,,Rockefeller Financial LLC,rmathews@rockco.com,,Salesforce
10909474,Inactive Investor,Benjamin Jacoby,,LPL Financial LLC Bridgeport NE 902 L St,benjamin.jacoby@lpl.com,,Salesforce
11117525,Inactive Investor,Brandon Jobe,Financial Advisor,Edward Jones Lenexa KS 17240 W 87th Street Pkwy,brandon.jobe@edwardjones.com,,Salesforce
10912594,Inactive Investor,Paola Nunez-Torres,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,paola.nunez@fmr.com,,Salesforce
10793844,Inactive Investor,Howard Hargate,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",howard.c.hargate@ml.com,,Salesforce
207097,,Barrt Tesser,,[Unknown],btesser@mvsptechnology.com,,Direct
10871950,Inactive Investor,Curtis Brown,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Boulder CO 1801 13th St,,,Salesforce
11054833,Inactive Investor,Daniel Ward,,LPL Financial LLC Wexford PA 2000 Corporate Dr,,,Salesforce
11062193,Inactive Investor,Kyle Findlay,,"Keel Point Capital, LLC",kfindlay@keelpoint.com,,Salesforce
9617423,,joni hannin Hannin,,,hehe@hotmail.com,,List import
242113,,Patrick Finn,Managing Director,Vaneck,pfinn@vaneck.com,,Event
11147757,Inactive Investor,Lloyd Gold,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
10581252,,Vasanth Victor,,,vasanth_victor@hotmail.com,,Web Form Fillout
10831773,Inactive Investor,Scott Purrelli,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",scott.purrelli@wellsfargoadvisors.com,,Salesforce
9574359,,Kristen Gratton,,,kgratton@massmutual.com,,List import
10910046,Inactive Investor,Lisa Lacayo,Financial Analyst,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",lisa.lacayo@ampf.com,,Salesforce
11080204,Inactive Investor,Jennifer Ewers,,Edward Jones Northampton MA 6 Market St,,,Salesforce
10920867,Inactive Investor,Ruthann Hermsen,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,ruthann.hermsen@primerica.com,,Salesforce
11162129,Inactive Investor,Zera Harris,,"Voya Financial Advisors, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",zera.harris@voyafa.com,,Salesforce
234274,, -,,[[Unknown]],anika@plutus21.com,,
9640812,,Steve Lister,,,steve@campersunlimited.net,,List import
11192196,Inactive Investor,Alissa Purvis,,PFS Investments Inc. Richardson TX 661 N Plano Rd,alissadianepurvis@primerica.com,,Salesforce
10857933,Inactive Investor,Matthew Luckham,Financial Advisor,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",,,Salesforce
9546959,,Jan Vidar Morewood,,,janvidar.morewood@gmail.com,,List import
10948448,Inactive Investor,Callie Thiesen,Marketing Associate,LPL Financial LLC Fresno CA 465 E Fir Ave,callie.thiesen@lpl.com,,Salesforce
9623291,,Blinn Cirella,,,bcirella@sawmillcapital.com,,List import
11118973,Inactive Investor,Katie Whalen,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",katie.e.whalen@ampf.com,,Salesforce
11036857,Inactive Investor,Jane Wolfenbarger,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,jane.wolfenbarger@primerica.com,,Salesforce
11125529,Inactive Investor,David Marshall,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1096 Coast Village Rd",david_f_marshall@ml.com,,Salesforce
10766971,Inactive Investor,Peter Emerson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",peter_emerson@ml.com,,Salesforce
11030203,Inactive Investor,Billie Treber,,LPL Financial LLC South Bend IN 100 N Michigan St,billie.treber@lpl.com,,Salesforce
11023723,Inactive Investor,Dalton Cunningham,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
9606378,,William Lane,,,wlane@almanackip.com,,List import
11037806,Inactive Investor,Somalatha Bangalore,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",,,Salesforce
11229526,Inactive Investor,Eric Sutton,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",,,Salesforce
10788481,Inactive Investor,John Evans,Investment Advisor;Portfolio Manager,Cozad Asset Management Inc,bryant@cozadassetmgmt.com,,Salesforce
11218319,,Stephen Gavlick,,,sgavlick@whreaves.com,,List Import
10912723,Inactive Investor,Joseph Sullivan,Financial Advisor,Robert W. Baird & Co. Incorporated Yakima WA 3907 Castlevale Rd,jsullivan@rwbaird.com,,Salesforce
10874026,Inactive Investor,Charles Arfmann,,Network 1 Financial Securities Inc. Hauppauge NY 1600 Calebs Path Ext,,,Salesforce
9615919,,Tao Gu,,,tonygutao@gmail.com,,List import
11062791,Inactive Investor,Parimal Patel,,"Hornor, Townsend & Kent, LLC Edison NJ 110 Fieldcrest Ave",ppatel@htk.com,,Salesforce
11073417,Inactive Investor,Christopher Sherman,,Morgan Stanley Melbourne FL 8150 N Wickham Rd,christopher.sherman@morganstanley.com,,Salesforce
9619521,,Demarco Murray,,,kaelankelly@gmail.com,,List import
9583785,,Jennifer Grant,"Assistant Compliance Officer, Financial Advisor, Investment Manager, Regulatory Contact","Perryman Financial Advisory, Inc.",jgrant@billperryman.com,,List import
9560463,,chelijan lazaro,,,chelijanlazaro@gmail.com,,List import
10792643,Inactive Investor,Sean Foye,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,sean.foye@morganstanley.com,,Salesforce
11163317,Inactive Investor,Renee Dietz,Financial Advisor,LPL Financial LLC Elyria OH 340 Griswold Rd,renee.dietz@lpl.com,,Salesforce
9645216,,SECH MSN,,,sechmsn@outlook.com,,List import
10912821,Inactive Investor,Shahera Sharif,,J.P. Morgan Securities LLC Fremont CA 46645 Mission Blvd,shahera.sharif@jpmorgan.com,,Salesforce
11110151,Inactive Investor,Sandra King,Chief Compliance Officer;President,"Reinhart Partners, LLC Mequon WI 1500 W Market St",sking@reinhart-partnersinc.com,,Salesforce
9620025,,Mikhail Gurev,,,mik.gurevick@gmail.com,,List import
11066819,Inactive Investor,Marie Turner,Shareholder,"Turner Financial Services, Inc.",,,Salesforce
9591142,,Jakob O?Meara-Gill,,,jakob.omearagill@gmail.com,,List import
10838962,Inactive Investor,John Hildebrand,,"Osaic FS, Inc. Memphis TN 871 Ridgeway Loop Rd",,,Salesforce
10940289,Inactive Investor,Lawrence Reed,,"Benjamin F. Edwards & Company, Inc.",alex.reed@benjaminfedwards.com,,Salesforce
10896729,Inactive Investor,Matthew Davis,,"World Investments, Inc. Westborough MA 1400 Computer Dr",matt.davis@raymondjames.com,,Salesforce
10754981,Inactive Investor,Todd Saunders,Financial Advisor,"Wells Fargo Clearing Services, LLC Iron Mountain MI 220 E Ludington St",todd.a.saunders@wellsfargo.com,,Salesforce
11024073,Inactive Investor,Subash Seshadri,,Cetera Advisors LLC Saint Paul MN 400 Robert St N,,,Salesforce
10963916,Inactive Investor,Matthew Castine,,"J.W. Cole Financial, Inc. Pittsford NY 10 Office Park Way",,,Salesforce
11073644,Inactive Investor,Maher Husseini,,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
10885960,Inactive Investor,Laura Kendall-Zacharczyp,Financial Advisor,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",laura.kendall-zacharczyp@tiaa.org,,Salesforce
9562437,,Gregory Hilbert,,,gregory.hilbert@fidelity.com,,List import
9632538,,Daniel Simpson,,,dsimpson@roscommonanalytics.com,,List import
10938963,Inactive Investor,Derekia Sherman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
371404,,Dale Okuno,,United States,daleokuno@gmail.com,,release
6242401,,Alexis Smith,,,jtwswnvydtfbh@nightorb.com,,Web Form Fillout
11002238,Inactive Investor,Daniel Fernandez,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,daniel.fernandez.hqi7@statefarm.com,,Salesforce
10882419,Inactive Investor,Townsend Hornor,Executive Manager;Managing Director - Wealth Management,Baltimore-Washington Financial Advisors,,,Salesforce
9596756,,Jesse Partoza,,,jpartoza@gspring.com,,List import
11079001,Inactive Investor,Joan Valenti,Financial Advisor,LPL Financial LLC Farmington CT 3 Forest Park Dr,joan.valenti@lpl.com,,Salesforce
11199451,Inactive Investor,Brent Engelhardt,Financial Advisor;Vice President,D.A. Davidson & Co. Lake Elsinore CA Private Residence,bengelhardt@dadco.com,,Salesforce
9549106,,Christina Martinez,,,christina.martinez@transamerica.com,,List import
10935154,Inactive Investor,Pierre Frediere,,Founders Financial Securities LLC Fresno CA 8525 N Cedar Ave,,,Salesforce
10604244,,Darrin Sharp,Portfolio Manager,Northwestern Mutual,darrin.m.sharp@nm.com,16088362085,List Import
11204697,Inactive Investor,Jeffrey Rezza,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10914444,Inactive Investor,John Scott,Financial Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",john.1.scott@ampf.com,,Salesforce
189157,,Bill Hurt,"Head - Investment Banking, Senior Managing Director",USCA RIA LLC,bhurt@uscallc.com,713-366-0584,
11008232,Inactive Investor,Nicholas Deppner,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",nicholas.h.deppner@nm.com,,Salesforce
10759401,Inactive Investor,Tanya Black,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",tanya.black@schwab.com,,Salesforce
9602268,,Jamie Carey,,,jamie@careywealthmanagement.com,,List import
10838736,Inactive Investor,Martin Buehler,Chief Executive Officer;President;Regulatory Contact,"Vestor Capital, LLC",mbuehler@vestorcapital.com,,Salesforce
11079006,Inactive Investor,Joseph Cancelliere,,LPL Financial LLC Cromwell CT Private Residence,joseph.cancelliere@lpl.com,,Salesforce
10850560,Inactive Investor,Humberto Lopez,Private Client Advisor,J.P. Morgan Securities LLC Fort Lauderdale FL 1040 Weston Rd,humberto.h.lopez@jpmorgan.com,,Salesforce
10841308,Inactive Investor,Jerrod Pace,,J.P. Morgan Securities LLC New York NY 770 Lexington Ave,jerrod.l.pace@jpmorgan.com,,Salesforce
11100039,Inactive Investor,Brett Mountain,Financial Advisor,Thrivent Investment Management Inc. Irvine CA 49 Discovery,brett.mountain@thrivent.com,,Salesforce
11103400,Inactive Investor,Bruce Hillegass,,"Avantax Investment Services, Inc. Macungie PA Private Residence",,,Salesforce
11166898,Inactive Investor,Janine Moore,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,janine.moore@fidelity.com,,Salesforce
11119304,Inactive Investor,Reyna Immerfall,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,reyna.immerfall.vaakba@statefarm.com,,Salesforce
11162810,Inactive Investor,John Andrew,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",chad.andrew@wellsfargoadvisors.com,,Salesforce
11184705,Inactive Investor,Cara Lisser,,"RBC Capital Markets, LLC",cara.lisser@rbccm.com,,Salesforce
10603863,,Timothy White,"Chief Executive Officer, Chief Investment Officer","Dunes Point Capital, L.P.",timothy.white@dunespointcapital.com,,List import
11037708,Inactive Investor,Kara Beam,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11002501,Inactive Investor,Mark Dipallo,,Vanguard Marketing Corporation,mark_dipallo@vanguard.com,,Salesforce
11238225,Inactive Investor,Kay Ceserani,,Meketa investment group,kceserani@meketagroup.com,,Salesforce
10997342,Inactive Investor,Sokoya Wright-Montgomery,,J.P. Morgan Securities LLC Irving TX 545 E John Carpenter Fwy,sokoya.wright-montgomery@jpmorgan.com,,Salesforce
10927614,Inactive Investor,Jerome Glunz,,"Horace Mann Investors, Inc. Denver CO 10465 Melody Dr",jerome.glunz@horacemann.com,,Salesforce
11144329,Inactive Investor,Derrick Wiebe,,Edward Jones Madison SD 423 NW 2nd St,derrick.wiebe@edwardjones.com,,Salesforce
9558881,,Oh Horjang,,,kwoh8530@naver.com,,List import
11033103,Inactive Investor,Kenneth Koziak,Associate Vice President;Director - Investments,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
11140025,Inactive Investor,Daniel Musser,,PFS Investments Inc. Jewett City CT 1130 Voluntown Rd,,,Salesforce
10786287,Inactive Investor,Sara Monsen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,sara.monsen@fidelity.com,,Salesforce
10802095,Inactive Investor,Michael Savage,,"Fifth Third Securities, Inc. Columbus OH 21 E State St",michael.savage@53.com,,Salesforce
10874503,Inactive Investor,Brian Teta,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,brian.teta@ceterainvestors.com,,Salesforce
11015390,Inactive Investor,Alexander Parker,,SECU Brokerage Services Fayetteville NC 651 Executive Pl,alexander.parker@ncsecu.org,,Salesforce
11134112,Inactive Investor,Robert Martin,,"Raymond James Financial Services, Inc. Moorestown NJ 214 W Main St",robert.martin@raymondjames.com,,Salesforce
10986180,Inactive Investor,Andrew Ameny,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11108953,Inactive Investor,Vito Gioia,Managing Director;Managing Partner,Solyco Wealth LLC,vgioia@solycowealth.com,,Salesforce
10943364,Inactive Investor,Kyle McCauley,Chief Compliance Officer;Chief Investment Officer;Founder;Owner,"Entrust Investment Services, LLC",kylemccauley@entrustinv.com,,Salesforce
9586905,,Timothy Foster,,,tfoster@masterscapital.com,,List import
10961176,Inactive Investor,Kathlene Kapp,,LPL Financial LLC Derby CT 500 New Haven Ave,kathlene.kapp@lpl.com,,Salesforce
10791374,Inactive Investor,James Routhier,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,jrouthier@janney.com,,Salesforce
11154721,Inactive Investor,Brianna Romanoff,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,,,Salesforce
11152593,Inactive Investor,Xiang Yu,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11189967,Inactive Investor,Theodore Anzalone,,"Empower Financial Services, Inc",theodore.anzalone@gwrs.com,,Salesforce
9576028,,jayraj khanna,,,jayrajkhanna27@gmail.com,,List import
8637416,,Craig Wroten,,,craig.wroten@gmail.com,,Web Form Fillout
11153035,Inactive Investor,Timothy Kress,,The Huntington Investment Company,timothy.kress@huntington.com,,Salesforce
10889890,Inactive Investor,Ernest Walker,,State Farm VP Management Corp. Tampa FL 5111 Ehrlich Rd,ernest.walker.nop1@statefarm.com,,Salesforce
9608430,,Takefumi Kobayashi,,,takefumi.kobayashi@citi.com,,List import
10828621,Inactive Investor,Wilson Stokes,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 15 S Main St",tyler.stokes@wellsfargo.com,,Salesforce
10821613,Inactive Investor,Miloslava Moravec,,PFS Investments Inc. Dresher PA 715 Twining Rd,miloslava.moravec@primerica.com,,Salesforce
10981616,Inactive Investor,Nathaniel Morris,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11039638,Inactive Investor,Thomas Partridge,,"B.B. Graham & Company, Inc.",,,Salesforce
10614115,,David Birnbaum,Financial Advisor,,david.birnbaum@wellsfargoadvisors.com,,List Import
235402,, -,,[[Unknown]],lalee@naver.com,,Organic Search
9541502,,Brandon Martin,,,homesickparadise@protonmail.com,,List import
10916261,Inactive Investor,Andrea Loussedes,,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",andrea-m.vita@equitable.com,,Salesforce
11028804,Inactive Investor,Fredy Rivera,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,,,Salesforce
10773246,Inactive Investor,Kyle Olson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kyle.olson@ml.com,,Salesforce
9599462,,Derek Kellman,,,dkellman@seia.com,,List import
10832092,Inactive Investor,Timothy Neuville,,"Raymond James Financial Services, Inc. Irvine CA 15615 Alton Pkwy",timothy.neuville@raymondjames.com,,Salesforce
9617289,,John Yazinsky,,,yazinsky@yahoo.com,,List import
9580601,,Daniel Rascoe,,,daniel.rascoe@gmail.com,,List import
10812770,Inactive Investor,Jonathan Deliso,,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",jonathan.deliso@equitable.com,,Salesforce
10892966,Inactive Investor,Justin Barrett,,"First Command Brokerage Services, Inc. Roseville CA 2267 Lava Ridge Ct",jrbarrett@firstcommand.com,,Salesforce
11011653,Inactive Investor,Porter Streator,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",porter.streator@nm.com,,Salesforce
9636463,,Margaret Velasquez,,,mvelasquez@frostbank.com,,List import
10876253,Inactive Investor,Greg Hickman,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 4700 W 26th St",greg.hickman@ampf.com,,Salesforce
10644739,,Richard Goff,,,rgoff@peakstone.com,,List Import
10862503,Inactive Investor,Dorothy Cole,,PFS Investments Inc. Indianapolis IN 8604 Allisonville Rd,dorothyscole@primerica.com,,Salesforce
10998280,Inactive Investor,Faye Romano,,Vanguard Marketing Corporation,faye_romano@vanguard.com,,Salesforce
9617511,,David Cruikshank,,,dcruikshank@archventure.com,,List import
11050445,Inactive Investor,Aaron Seil,Partner;Senior Wealth Advisor,"True Wealth Design, LLC",aseil@truewealthdesign.com,,Salesforce
10859634,Inactive Investor,Nancy Britain,,State Farm VP Management Corp. Austin TX 7500 W US Hwy 71,nancy.britain.b3ft@statefarm.com,,Salesforce
11097412,Inactive Investor,Alexander Duthie,,Vanguard Marketing Corporation,alexander_duthie@vanguard.com,,Salesforce
9611672,,Greg Collins,,,gcollins@upfsa.com,,List import
9542447,,David Prawiro,,,davidprawiroo@gmail.com,,List import
225186,,Charles Dryden,,[Unknown],callpaninc@aol.com,,Direct
10834060,Inactive Investor,Michael Caputo,,Purshe Kaplan Sterling Investments West Harrison NY 1025 Westchester Ave,,,Salesforce
11025168,Inactive Investor,Gabriel Palacios,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
9632503,,Steven Van Schooten,,,ifitstobe@gmail.com,,List import
10644124,,Samuel Girouard,,,samuel.girouard@jpmorgan.com,,List Import
11191501,Inactive Investor,Justin Bruggeman,Associate Advisor,Littlejohn Financial Services Inc,justin@littlejohnfs.com,,Salesforce
11167092,Inactive Investor,Ashish Mathews,,"Osaic Wealth, Inc. Houston TX 15915 Katy Fwy",,,Salesforce
353210,,Andrejs Golubchikovs,Investment Manager,Eco Baltia,andrejs.golubcikovs@ecobaltia.lv,,Event
9545146,,John Watts,,,jwatts@massmutual.com,,List import
11009641,Inactive Investor,Benjamin Pierce,,MWA Financial Services Inc. Wendell NC 321 S Main St,benjamin.pierce@modern-woodmen.org,,Salesforce
11072050,Inactive Investor,Devin Danielson,Financial Advisor,Edward Jones Webster WI 26601 Lakeland Ave N,devin.danielson@edwardjones.com,,Salesforce
11152503,Inactive Investor,Cortney Albanese,,"Osaic Wealth, Inc. South Jordan UT 10610 S Jordan Gtwy",,,Salesforce
10876770,Inactive Investor,Wesley Ward,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10868705,Inactive Investor,Dale Elam,,"Packerland Brokerage Services, Inc. Brookfield WI 16655 W Bluemound Rd",dale_elam@packerlandbrokerage.com,,Salesforce
11187718,Inactive Investor,Dana Saldaris,,Janney Montgomery Scott LLC New Haven CT 321 Whitney Ave,dsaldaris@janney.com,,Salesforce
3288347,,nORMAND vACHON,,,normandvachon@gmail.com,,Web Form Fillout
11121290,Inactive Investor,Heather Maust,,LPL Financial LLC Coshocton OH 448 Main St,heather.maust@lpl.com,,Salesforce
11004236,Inactive Investor,Andrea Narbona Letelier,,VectorGlobal WMG,,,Salesforce
9626858,,Marko Kucic,,,maquelondon@gmail.com,,List import
9643391,,Tracy Mulvihill,,,mulvihilltracy@gmail.com,,List import
11064023,Inactive Investor,Justin Weimer,Advisor Associate,LPL Financial LLC Missoula MT 1210 W Kent Ave,justin.weimer@lpl.com,,Salesforce
10802680,Inactive Investor,John Jacobs,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",john.e.jacobs@nm.com,,Salesforce
10784796,Inactive Investor,Lori Komondy,,J.P. Morgan Securities LLC Petoskey MI 320 Howard St,lori.m.komondy@jpmorgan.com,,Salesforce
11234455,Inactive Investor,Rodrigo Meza,,"GFG Securities, LLC",,,Salesforce
11052017,Inactive Investor,Roy Valdez,Financial Advisor,Edward Jones Camarillo CA 2360 Ventura Blvd,roy.valdez@edwardjones.com,,Salesforce
10774825,Inactive Investor,Bryan McMullen,Associate Complex Manager,"RBC Capital Markets, LLC Denver CO 1801 California St",bryan.mcmullen@rbc.com,,Salesforce
158803,,Oscar R,,[Unknown],ugfrusciante@gmail.com,,Organic Search
10399958,,Eric Richardson,,,cryptomillionaire93@gmail.com,,Web Form Fillout
11164567,Inactive Investor,Christopher Just,,"Allstate Financial Services, LLC Greensboro NC 3816 N Elm St",christopherjust@allstate.com,,Salesforce
173240,,Javannio Reid,,[Unknown],javannio96@gmail.com,,
10757599,Inactive Investor,Michael Parham,Financial Advisor,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,michael.parham@morganstanley.com,,Salesforce
10851440,Inactive Investor,Patricia Regan,Financial Consultant,LPL Financial LLC Plymouth MA 1 Pilgrim Hill Rd,trish.regan@lpl.com,,Salesforce
9616727,,Jessica Perez,,,jperez@carsongroup.com,,List import
11055682,Inactive Investor,Timothy Jenkins,,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,,,Salesforce
10853594,Inactive Investor,Cheryl Hartman,Portfolio Associate,Morgan Stanley Lancaster PA 300 Granite Run Dr,cheryl.hartman@morganstanley.com,,Salesforce
235127,, -,,[[Unknown]],bonnie17604550@gmail.com,,
10811235,Inactive Investor,Bradley Bruce,,"Sanctuary Securities, Inc. Fort Worth TX 1415 Ballinger St",bbruce@sanctuarywealth.com,,Salesforce
11213078,Inactive Investor,Skyler Easterbrook,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,skyler.easterbrook@fidelity.com,,Salesforce
9571687,,Rakesh Mistry,,,raks49@gmail.com,,List import
10753074,Inactive Investor,Kory Miller,Financial Advisor,LPL Financial LLC Greeley CO Private Residence,kory.miller@lpl.com,,Salesforce
10972779,Inactive Investor,Anthony Sulley,,J.P. Morgan Securities LLC Lakewood CA 4229 Woodruff Ave,anthony.sulley@chase.com,,Salesforce
10873099,Inactive Investor,Esther Rades,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,esther.sotelo@primerica.com,,Salesforce
11019076,Inactive Investor,Renato Lema,,Citigroup Global Markets Inc.,renato.lema@citi.com,,Salesforce
116099,,Donette Corley,,"SunTrust Advisory Services, Inc.",donette.corley@suntrust.com,404-813-5719,
11108947,Inactive Investor,Richard Parower,Founder,"Compo Advisors, LLC",,,Salesforce
9639956,,Lynn Rahn,,,lrahn@uci.edu,,List import
11142767,Inactive Investor,Jill Blair,Complex Risk Officer,Morgan Stanley Baton Rouge LA 400 Convention St,,,Salesforce
10946230,Inactive Investor,Christopher Bearden,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10966598,Inactive Investor,Modupe Omoyayi,,"U.S. Bancorp Investments, Inc. Hopkins MN 1817 Plymouth Rd",modupe.omoyayi@usbank.com,,Salesforce
10977788,Inactive Investor,Zachary Rymniak,,"Raymond James & Associates, Inc.",zachary.rymniak@raymondjames.com,,Salesforce
10817804,Inactive Investor,Kyle Richardson,,LPL Financial LLC Chandler AZ 2151 E Pecos Rd,kyle.richardson@lpl.com,,Salesforce
10914981,Inactive Investor,Tyler Ricottilli,,Cetera Advisors LLC Victoria TX 5606 N Navarro St,,,Salesforce
11185499,Inactive Investor,Robert Anderson,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
11121716,Inactive Investor,Mark Ogren,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",mark_ogren@ml.com,,Salesforce
10569830,,joubin khorsand,,,sentinelnode305@yahoo.com,8472998861,Web Form Fillout
10992736,Inactive Investor,Daisy Meza,Customer Relationship Specialist,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",daisy.meza1@schwab.com,,Salesforce
11084840,Inactive Investor,Thomas McGee,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",thomas.mcgee@wellsfargoadvisors.com,,Salesforce
9570597,,Kenny Dougall,,,kenneth@krdfinancial.net,,List import
11176556,Inactive Investor,Denise Junis,Financial Advisor,Edward Jones Columbia SC 9610 2 Notch Rd,,,Salesforce
9548901,,Jean Horenstein,,,jean.horenstein@surveyor-capital.com,,List import
11017912,Inactive Investor,Mitchell Jacobs,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",mjacobs@ampf.com,,Salesforce
10662271,,William Anderson,,,banderson@eastgateca.com,,List Import
10793421,Inactive Investor,Robert Clutterbuck,Manager;Managing Partner,Clutterbuck Capital Management LLC Cleveland OH 1360 E 9th St,rtc@clutterbuckfunds.com,,Salesforce
10963688,Inactive Investor,Anthony Minero,Investment Manager,"Ameriprise Financial Services, LLC Agoura Hills CA 29899 Agoura Rd",anthony.minero@ampf.com,,Salesforce
9555275,,Jason Evans,,,jasonevans@synovus.com,,List import
321894,,Richard Bartlett,,Pivot Financial Group,rjbartlett@pivotfg.com,,Manual List Upload
9544687,,Obaro Aziza,,,obaroaziza@gmail.com,,List import
11201753,Inactive Investor,Gerald Hall,,NYLIFE Securities LLC Westport MA 6 Princess Pine Way,geraldhall@ft.newyorklife.com,,Salesforce
246245,,Not Provided,President,"L W ASSET MGMT, INC",knollwalker@gmail.com,,Manual List Upload
9561137,,John Young,,,john.young@captrustadvisors.com,,List import
7294506,,vaty hf,,,ribad51741@oniecan.com,,Web Form Fillout
10991601,Inactive Investor,William Miller,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",william.miller2@tiaa.org,,Salesforce
11188187,Inactive Investor,Robert Hoery,,"Farmers Financial Solutions, LLC Englewood CO 5975 S Quebec St",shoery@farmersagent.com,,Salesforce
11221459,,Byron Roth,,,broth@roth.com,,List Import
10824641,Inactive Investor,Tammy Bender,Financial Advisor,Edward Jones Britton SD 618 Main St,tammy.bender@edwardjones.com,,Salesforce
11060525,Inactive Investor,Racheal Osborne,,LPL Financial LLC Mancelona MI Private Residence,racheal.osborne@lpl.com,,Salesforce
11169603,Inactive Investor,Richard Robichaud,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,richard.robichaud@fidelity.com,,Salesforce
11066950,Inactive Investor,Sophia Burnichon,Chief Compliance Officer;Executive Vice President,Harvey Capital Management Inc,sophia@harveycapital.com,,Salesforce
11057731,Inactive Investor,Jerry Koontz,Financial Advisor,Edward Jones Warsaw IN 3624 N State Road 15,jerry.koontz@edwardjones.com,,Salesforce
10786367,Inactive Investor,Kerry Morris,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,kerry.a.morris@jpmorgan.com,,Salesforce
11148111,Inactive Investor,Gregory Rios,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,gregory.rios@fidelity.com,,Salesforce
10938687,Inactive Investor,Delbar Jahanian,Financial Advisor,LPL Financial LLC San Jose CA 5446 Thornwood Dr,delbar.jahanian@lpl.com,,Salesforce
11013529,Inactive Investor,Jennifer Madden,,"Raymond James Financial Services, Inc. Melbourne FL 1160 Broadband Dr",jenny.cordova@raymondjames.com,,Salesforce
10905503,Inactive Investor,Jason Page,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11019575,Inactive Investor,Michael Schultz,Financial Planner;Research Analyst;Wealth Manager,Badgley Phelps Wealth Managers,mikes@badgley.com,,Salesforce
332501,,Owner FLY?NG ARROW TOKEN,,[Unknown],info@flyingarrow.org,,
9602524,,CHEN LI,,,454823469@qq.com,,List import
9616164,,Bucur Chad,,,cbucur@jhancock.com,,List import
10812445,Inactive Investor,David Nelson,Chief Strategic Officer;Chief Strategist,Belpointe Asset Management LLC Greenwich CT 125 Greenwich Ave,david.nelson@belpointe.com,,Salesforce
10792258,Inactive Investor,Mary McOwen,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10618986,,Kaitlin Sternberg,,,kaitlin.sternberg@morganstanley.com,,List Import
10848953,Inactive Investor,Douglas Skinner,Financial Advisor;Managing Member,"Skinner, Copper & Ehmen Wealth Management, LLC",dskinner@scewealth.com,,Salesforce
202014,,Zachary Hastings,,[Unknown],zhastings7@gmail.com,,source
11176394,Inactive Investor,Amanda Huston,,LPL Financial LLC Tustin CA 17742 Irvine Blvd,amanda.eacker@lpl.com,,Salesforce
11111480,Inactive Investor,Eliyahu Mizrachi,,B. Riley Wealth Management Westbury NY 400 Post Ave,,,Salesforce
10903298,Inactive Investor,Phanor Teran,,PFS Investments Inc. Rego Park NY 6255 Woodhaven Blvd,phanor.teran@primerica.com,,Salesforce
10905902,Inactive Investor,David Carpenter,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Owner;Principal,"Perennial Advisors Group, LLC",dc@carpenterassociates.com,,Salesforce
212837,,BI BI,,[Unknown],elmoh9450@gmail.com,,source
10761850,Inactive Investor,Angela Peterson,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,gigi.peterson@ubs.com,,Salesforce
10817939,Inactive Investor,Teresa Martz,,"LaSalle St Securities, L.L.C. Noblesville IN 978 Conner St",tmartz@lasallest.com,,Salesforce
10661365,,Daniel Finnerty,,,dfinnerty@kingsburycap.com,,List Import
10784845,Inactive Investor,Sylvia Frattallone,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Ada MI 6300 Fulton St E",sylvia.j.frattallone@ampf.com,,Salesforce
10967926,Inactive Investor,Jonathan Collins,,Goldman Sachs & Co.,,,Salesforce
10645923,,Christina Chapa,,,c.chapa@wfadvisors.com,,List Import
10952853,Inactive Investor,Jacques Philoctete,Private Banker,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
349115,,Andrew Hertzmark,Partner,"Generation Partners Management, Llc",hertzmark@generation.com,203-422-8212,Manual List Upload
10760829,Inactive Investor,Sheryl Lenzke,,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,slenzke@rwbaird.com,,Salesforce
10919828,Inactive Investor,Amy Mckay,,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",amy.mckay@raymondjames.com,,Salesforce
198977,,Petra Reed,,[Unknown],rock_62_@outlook.com,,source
10971550,Inactive Investor,Kamden Lang,,PFS Investments Inc. Erin TN 3453 W Main St,kamdenrobertlang@primerica.com,,Salesforce
10645493,,Laura McNaughton,,,laura.mcnaughton@duffandphelps.com,,List Import
10907796,Inactive Investor,Brittany Marino,,J.P. Morgan Securities LLC Covington LA 70430 Hwy 21,brittany.hagmann@jpmorgan.com,,Salesforce
11121421,Inactive Investor,Derek Brase,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,derek.m.brase@jpmorgan.com,,Salesforce
10824604,Inactive Investor,Lisa Cayer,,Janney Montgomery Scott LLC Mystic CT 60 Willow St,lcayer@janney.com,,Salesforce
10852119,Inactive Investor,Denise Kuerner,,"Farmers Financial Solutions, LLC Lake Havasu City AZ 116 Lake Havasu Ave S",,,Salesforce
10796931,Inactive Investor,Deedra Berkemeyer,Financial Advisor,Edward Jones Hot Springs Village AR 710 Desoto Blvd,deedra.berkemeyer@edwardjones.com,,Salesforce
30004,,ANDRES SOLANOT,HEAD OF BUSINESS DEVELOPMENT,FIGMENT,andres@figment.io,401-206-1331,
11000629,Inactive Investor,Shannon Rikard,,State Farm VP Management Corp. Columbia SC 384 Saint Andrews Rd,shannonrikard@statefarm.com,,Salesforce
10896012,Inactive Investor,Kenny Garcia,Private Banker;Vice President,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,kenny.garcia@citigroup.com,,Salesforce
167456,,Ben Kushner,,[Unknown],benjaminkushner@gmail.com,,Paid Social
11150020,Inactive Investor,Kevin Clapham,,NYLIFE Securities LLC Sheridan WY Private Residence,krclapham@ft.newyorklife.com,,Salesforce
10884936,Inactive Investor,Vanessa Laterza,Relationship Manager,Citigroup Global Markets Inc. New York NY 90 Park Ave,vanessa.laterza@citi.com,,Salesforce
11082942,Inactive Investor,Jacob Shures,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jacob.shures@ml.com,,Salesforce
11155994,Inactive Investor,Dean Belknap,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9607703,,Mary Cahillane,,,tcahillane@yahoo.com,,List import
11188078,Inactive Investor,John Difederico,Financial Advisor,"Osaic FS, Inc. East Hartford CT 50 Founders Plz",,,Salesforce
11208181,Inactive Investor,Rachel Rosen,Principal;Regulatory Contact;Secretary;Treasurer,Droms Strauss Wealth Management,rachel@droms-strauss.com,,Salesforce
10832408,Inactive Investor,Erik Whittle,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",erik.whittle@nm.com,,Salesforce
10935410,Inactive Investor,Stephen Detweiler,Investment Advisor,Whelan Financial,,,Salesforce
11233298,Inactive Investor,Biswojit Rebeiro,Financial Solutions Advisor,Edward Jones Bethesda MD 7735 Old Georgetown Rd,,,Salesforce
337663,,Drew Harris,Partner,Shade Tree Partners LLC,dharris@shadetreeia.com,972-528-4439,Manual List Upload
10786818,Inactive Investor,Collin Pike,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",collin.pike@schwab.com,,Salesforce
10755560,Inactive Investor,Vijay Chandar,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",vijay.b.chandar@ml.com,,Salesforce
10932504,Inactive Investor,John Loving,Financial Advisor,Edward Jones Mechanicsville MD 28103 3 Notch Rd,john.loving@edwardjones.com,,Salesforce
9641937,,Jack Russell,,,jack@russcap.com,,List import
11227222,,Sheila Visco,,,svisco@calamar.com,,Web Form Fillout
9637084,,Joseph Marconi,,,joe.marconi@greywolfcapital.com,,List import
11185204,Inactive Investor,Crystal Bahr,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",crystal_bahr@ml.com,,Salesforce
231396,, -,,[[Unknown]],danflopbj@me.com,,
196559,,David Marchaland,,United States,david.marchaland@outlook.com,,
10906525,Inactive Investor,Tom O'Brien,Financial Advisor;Managing Partner;Member,"Vantage Wealth Management, LLC",tom.o-brien@vantagewealthmgmt.com,,Salesforce
10905868,Inactive Investor,Debra Freeland,,"Allstate Financial Services, LLC Marysville MI 819 Michigan Ave",debrafreeland@allstate.com,,Salesforce
11189557,Inactive Investor,Charles Scott,,"Equitable Advisors, LLC Collierville TN 193 Cartwright Farm Ln",charles.scott@equitable.com,,Salesforce
11194802,Inactive Investor,Howard Dobson,Investment Advisor Representative,"American Financial Management, Ltd. Cedar Falls IA 6003 University Ave",,,Salesforce
345765,,David Welty,"Co-manager, Managing Director",Avier Wealth Advisors,dave@ram-invest.com,425-467-1011,Manual List Upload
11154265,Inactive Investor,Zachary Bostic,Paraplanner,"Ameriprise Financial Services, LLC Greenville SC 803 Roper Creek Dr",zach.bostic@ampf.com,,Salesforce
237905,, -,,[[Unknown]],atkinsonlawrence28@yahoo.com,,
10760288,Inactive Investor,Nora Barganier,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",diana.barganier@rbc.com,,Salesforce
11158663,Inactive Investor,Troy Cook,Financial Planner;Investment Advisor Representative,"ValueWealth Services, LLC",tcook@valuewealthservices.com,,Salesforce
10950095,Inactive Investor,Ashlee Gentry,,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",ashlee.gentry@raymondjames.com,,Salesforce
10872951,Inactive Investor,Gary Williamson,Financial Advisor,LPL Financial LLC Cambridge OH Private Residence,gary.williamson@lpl.com,,Salesforce
11154002,Inactive Investor,Jose Mancera Eastmond,,J.P. Morgan Securities LLC Caldwell NJ 865 Bloomfield Ave,jose.mancera@chase.com,,Salesforce
10612267,,Fred Seid,"Director - Investments, Financial Advisor",,fred.seid@opco.com,,List Import
10994000,Inactive Investor,Melissa Gutierrez,,J.P. Morgan Securities LLC Rancho Palos Verdes CA 28300 S Western Ave,melissa.gutierrez@jpmorgan.com,,Salesforce
10987864,Inactive Investor,Vladislav Golub,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",vladislav.golub@prudential.com,,Salesforce
10762809,Inactive Investor,Ryan Sprowls,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",ryan.sprowls@wellsfargoadvisors.com,,Salesforce
9575769,,Ali Pourfar,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,ali.pourfar@fidelity.com,,List import
222091,,Dian Sofyan,,[Unknown],dians6488@gmail.com,,source
9638242,,Gordon Kearney,,,gordon@fiduciawealth.co.uk,,List import
10963679,Inactive Investor,Kyatt Byrd,Paraplanner,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",kyatt.byrd@ampf.com,,Salesforce
10803183,Inactive Investor,Gaylord Miller,First Vice President;Institutional Consultant,Morgan Stanley Columbus OH 4449 Easton Way,brian1.miller@morganstanleygraystone.com,,Salesforce
11119409,Inactive Investor,Jessica Connelly,,"Raymond James Financial Services, Inc. Creston IA 801 W Taylor St",jessica.connelly@raymondjames.com,,Salesforce
10873905,Inactive Investor,Travis Morgan,,Cetera Advisor Networks LLC American Fork UT 196 N West State Rd,morgant@ceteranetworks.com,,Salesforce
11176373,Inactive Investor,Timothy Brunnock,,LPL Financial LLC Morristown NJ 305 Madison Ave,timothy.brunnock@lpl.com,,Salesforce
9647108,,nano nomano,,,philip.uk.end@gmail.com,,List import
9608517,,Kenneth Lewis,,,amyjo22@hotmail.com,,List import
235653,, -,,[[Unknown]],bwqwjw@hotmail.com,,
9546073,,Melissa Loh,,,connect@investera.io,,List import
9546398,,Lulu Jia,,,lulujia3@gmail.com,,List import
9552298,,Brian Kennedy,,,brian@puravidafunds.com,,List import
10783378,Inactive Investor,Robert Koscik,Financial Advisor,Park Avenue Securities LLC Dayton OH 7755 Paragon Rd,rob_koscik@glic.com,,Salesforce
9607304,,Joffre Wells,,,joffre.wells@brandywineglobal.com,,List import
10998922,Inactive Investor,Dustin Koon,,"N.I.S. Financial Services, Inc.",,,Salesforce
10988883,Inactive Investor,Alex Villanueva,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alex_villanueva@vanguard.com,,Salesforce
11236612,Inactive Investor,Chase Coffin,Advisor,"Moneta Group Investment Advisors, LLC Mission KS 1900 Shawnee Mission Pkwy",ccoffin@monetagroup.com,,Salesforce
10647809,,Brannon Fisher,,,bfisher@simonquickadvisors.com,,List Import
10812795,Inactive Investor,Hugh Breslin,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",hugh.f.breslin@wellsfargoadvisors.com,,Salesforce
10976963,Inactive Investor,Lyndsay Ellis,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,lyndsay.ellis@fidelity.com,,Salesforce
10760454,Inactive Investor,Richard Wald,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",richard_wald@ml.com,,Salesforce
9632672,,William Smith,,,wps5@rice.edu,,List import
9552715,,Ann Neal,,,annneal@ft.newyorklife.com,,List import
11083556,Inactive Investor,Marlene Moore,,NYLIFE Securities LLC Pittsburgh PA 153 Thousand Oaks Dr,mbyars@ft.newyorklife.com,,Salesforce
9565516,,Charles Mylrea,,,charliem@efsadvisors.com,,List import
11297856,,[Unknown],,,neil@financegatekeeper.com,,Web form fillout
10791878,Inactive Investor,Ira Rapaport,Chief Executive Officer;Managing Member,"New England Private Wealth Advisors, LLC",ira.rapaport@nepwealth.com,,Salesforce
10958374,Inactive Investor,Andrew Samori,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,andrew.samori@fmr.com,,Salesforce
11031570,Inactive Investor,Sergio Mendia,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",sergio.mendia@ml.com,,Salesforce
9613260,,Corey Tobin,,,ctobin@williamblair.com,,List import
11188793,Inactive Investor,Leon Peterson,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,leon.peterson@primerica.com,,Salesforce
9546296,,Robert Moffat,,,doug.moffat@pm.me,,List import
10862991,Inactive Investor,Lupita Fernandez,,Fidelity Brokerage Services LLC,lupita.fernandez@fidelity.com,,Salesforce
10864809,Inactive Investor,John Tsarwhas,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",,,Salesforce
11122752,Inactive Investor,Alexander Lenz,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Elgin IL 270 S Randall Rd,alex.lenz@jpmorgan.com,,Salesforce
9548326,,Ryan Howard,,,rhoward@financialguide.com,,List import
11178239,Inactive Investor,Charles Stream,,"Farmers Financial Solutions, LLC Villa Park CA 17871 Santiago Blvd",cstream@farmersagent.com,,Salesforce
11022258,Inactive Investor,Monika Beck,,"MML Investors Services, LLC",,,Salesforce
10995201,Inactive Investor,Miguel Freytag,,"Wells Fargo Clearing Services, LLC Fountain Hills AZ 16355 E Palisades Blvd",,,Salesforce
10803274,Inactive Investor,David Bucci,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,david.bucci@ubs.com,,Salesforce
11147877,Inactive Investor,Robert Blach,,NYLIFE Securities LLC Sterling CO 214 Poplar St,rblach@ft.newyorklife.com,,Salesforce
11198277,Inactive Investor,Lloyd Kern,Financial Advisor;Investment Manager,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",lloyd.j.kern@ampf.com,,Salesforce
8396646,,Adrian Perry,,,adrianperry624@gmail.com,,Web Form Fillout
184154,,Demberelsambuu Jadambaa,,[Unknown],emberelsambuu@gmail.com,,source
11044310,Inactive Investor,Phillip Gilbert,,J.P. Morgan Securities LLC Jupiter FL 300 S US Hwy 1,phillip.gilbert@jpmorgan.com,,Salesforce
10949501,Inactive Investor,Matthew Stevens,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Hinsdale IL 400 E Ogden Ave,matthew.a.stevens@jpmorgan.com,,Salesforce
11035752,Inactive Investor,Jacob Baumann,Financial Advisor,Edward Jones Polson MT 48905 US Hwy 93,jacob.baumann@edwardjones.com,,Salesforce
11234300,Inactive Investor,Christopher Hunt,,State Farm VP Management Corp. Medina OH 2534 Medina Rd,,,Salesforce
10782921,Inactive Investor,Robert Thwaites,,"Truist Investment Services, Inc. Punta Gorda FL 2000 Rio de Janeiro Ave",bob.thwaites@truist.com,,Salesforce
11231596,Inactive Investor,Stanislav Lisovskiy,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
10868311,Inactive Investor,Daniel Guck,Financial Advisor,"Osaic Wealth, Inc. Wisconsin Rapids WI Private Residence",dguck@osaicwealth.com,,Salesforce
11012151,Inactive Investor,Anna Zumpano,,"Osaic Wealth, Inc. Fort Worth TX 2501 Parkview Dr",,,Salesforce
9561263,,Sheila Daibo,,,sheiladaibo1@gmail.com,,List import
9541339,,Spencer Whetstone,,,spencer@zensystem.io,,List import
11172070,Inactive Investor,Shelly Jordan,,PFS Investments Inc. West Palm Beach FL 1665 Palm Beach Lakes Blvd,,,Salesforce
9596918,,Michael Houghton,,,michael.houghton@lpl.com,,List import
9639416,,Ron Laudel,,,rlaudel@carpdc.org,,List import
10816221,Inactive Investor,Jacob Hermans,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",jake.hermans@truist.com,,Salesforce
10904851,Inactive Investor,Jessica Conrado,,"Raymond James & Associates, Inc.",jessica.conrado@raymondjames.com,,Salesforce
11111045,Inactive Investor,Stefan Saldivia,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 11835 W Olympic Blvd",stefan.saldivia@ampf.com,,Salesforce
11034440,Inactive Investor,Christopher Sizemore,Financial Advisor;Securities Representative;Senior Managing Director,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",sizemore.chris@principal.com,,Salesforce
11180974,Inactive Investor,Vanessa Barber,,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",vanessabarber@synovus.com,,Salesforce
10790818,Inactive Investor,George Gyan,,NYLIFE Securities LLC New York NY 285 Fulton St,ggyan@ft.newyorklife.com,,Salesforce
11185348,Inactive Investor,Pei Liu,Financial Advisor,E. A. Horwitz LLC,silvialiu@horwitzadvisors.com,,Salesforce
11128673,Inactive Investor,Diana Shaheen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10826934,Inactive Investor,Giorgio Sanfratello,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",giorgio.sanfratello@ml.com,,Salesforce
9635427,,Julie Doyle,,,jdoyle@essexprivate.com,,List import
10801967,Inactive Investor,Lauren Cortright,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Monterey CA 401 Fremont St,lauren.pieper@morganstanley.com,,Salesforce
11163677,Inactive Investor,Maureen Maritim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 5457 Fruitville Rd",maureen.maritim@ml.com,,Salesforce
11119702,Inactive Investor,James Parker,Investment Advisor Representative,Commonwealth Financial Network Portage MI 1624 W Centre Ave,jparker@commonwealth.com,,Salesforce
9540817,,Will Abbott,,,wabbott@segetia.com,,List Import
10789930,Inactive Investor,Julie Fritz,Portfolio Associate,Morgan Stanley Buffalo NY 50 Fountain Plz,julie.fritz@morganstanley.com,,Salesforce
197904,,Sandile Nkomazana,,none,sandilenko93@gmail.com,7795908651,
9584072,,Howard Biggs,,,hbiggs@sageviewadvisory.com,,List import
11187665,Inactive Investor,Jeffrey Maciejewski,Financial Advisor,Edward Jones Colorado Springs CO 8610 Explorer Dr,jeff.maciejewski@edwardjones.com,,Salesforce
9544613,,Kristen Prestano,,,kristen.prestano@gmail.com,,List import
11037760,Inactive Investor,Mark Asaro,Chief Investment Officer;Partner,Noble Wealth Management P.B.C.,mark@mynoblewealth.com,,Salesforce
9625992,,Jordan Okafor,,,macedajoey5@gmail.com,,List import
10847007,Inactive Investor,Brook Daly,,"Allstate Financial Services, LLC Escondido CA 2447 S Centre City Pkwy",brookdaly@allstate.com,,Salesforce
2976,,Jerry Chao,Analyst,Surveyor Capital Management,jerry.chao@surveyor-capital.com,1-212-652-8907,Initial Salesforce Import
10853640,Inactive Investor,Krzysztof Zoltek,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",krzysztof.zoltek@ml.com,,Salesforce
11071631,Inactive Investor,Alicia Shiflet,,"Osaic Wealth, Inc. Sacramento CA 8950 Cal Center Dr",,,Salesforce
10962234,Inactive Investor,Benjamin Loftin,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
11001438,Inactive Investor,Matthew Brantley,,LPL Financial LLC Summerville SC Private Residence,matthew.brantley@lpl.com,,Salesforce
11054257,Inactive Investor,Samuel Gannaway,,"Farmers Financial Solutions, LLC Birmingham AL 1957 Hoover Ct",sgannaway@farmersagent.com,,Salesforce
10951105,Inactive Investor,Michael Sweeney,Wealth Associate,Citigroup Global Markets Inc. New York NY 399 Park Ave,,,Salesforce
10905367,Inactive Investor,Derek Dick,,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",derek.dick@wellsfargoadvisors.com,,Salesforce
11142749,Inactive Investor,Iris Marcovich,Financial Advisor;Senior Vice President,Morgan Stanley San Diego CA 101 W Broadway,iris.marcovich@morganstanley.com,,Salesforce
10953074,Inactive Investor,Guillermo Amaya,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,guillermo.amaya@jpmorgan.com,,Salesforce
10948828,Inactive Investor,Amy Tran,,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,amy.tran@jpmorgan.com,,Salesforce
10984668,Inactive Investor,Mariaelena Haimerl,,"U.S. Bancorp Investments, Inc. Oconomowoc WI 1674 Old Schoolhouse Rd",,,Salesforce
216729,,LESLIE EDGCOMB,,[Unknown],leeedg@aol.com,,Event
10925006,Inactive Investor,Jason Vote,,State Farm VP Management Corp. Worthington MN 716 Oxford St,jason.vote.jys3@statefarm.com,,Salesforce
10882815,Inactive Investor,Phillip Gaddy,,"Allstate Financial Services, LLC Norwood NC 120 N Main St",phillipgaddy@allstate.com,,Salesforce
9646531,,Stephen Linch,,,slinch@warwickhotels.com,,List import
9545953,,Naoko Okumoto,,,naoko@amberbridgepartners.com,,List import
11213125,Inactive Investor,Kelly Buehner,,Cetera Advisor Networks LLC Independence OH 6200 Rockside Rd,buehnerk@ceteranetworks.com,,Salesforce
229188,, -,,[[Unknown]],babagilakamirreza@gmail.com,,
11109845,Inactive Investor,Theresa Detrick,Financial Advisor;Owner,LPL Financial LLC Tunkhannock PA 71 E Tioga St,terri.detrick@lpl.com,,Salesforce
9597975,,Paul Raab,,,praab@financialengines.com,,List import
248340,,Cassidy Donohue,Pm,Troop,cassidy@troop.com,,Manual List Upload
84278,,John Hughes,Partner,Marcum LLP,john.hughes@marcumllp.com,,
10854952,Inactive Investor,Jo Shane,,Cetera Financial Specialists LLC Fallbrook CA 19 Gateview Dr,,,Salesforce
182444,,Mujadid Kamil Pakonteng,,[Unknown],mujadidkamil2003@gmail.com,,Organic Search
9574410,,Paul Pedretti,,,ppedretti@signatureny.com,,List import
11206237,Inactive Investor,Nancy Manchester,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,nancy.manchester@primerica.com,,Salesforce
11156617,Inactive Investor,David Brodsky,Financial Advisor,"Raymond James & Associates, Inc. Westlake Village CA 3027 Townsgate Rd",david.brodsky@raymondjames.com,,Salesforce
11014461,Inactive Investor,Randy Gipson,,J.P. Morgan Securities LLC Vancouver WA 6712 NE 63rd St,randy.gipson@jpmorgan.com,,Salesforce
10904583,Inactive Investor,Nate Ramirez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",nate.ramirez@schwab.com,,Salesforce
9628670,,Michael Jang,,,gun2jang@gmail.com,,List import
10840776,Inactive Investor,Kenneth Lampert,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,ken.lampert@morganstanley.com,,Salesforce
10802659,Inactive Investor,Kristin Dowejko,Financial Advisor;Senior Vice President,"Sage, Rutty & Co., Inc.",kdowejko@sagerutty.com,,Salesforce
11105885,Inactive Investor,Timothy Young,Financial Advisor;Senior Vice President;Wealth Strategy Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,timothy.young@ubs.com,,Salesforce
11178940,Inactive Investor,Leo Everitt,,State Farm VP Management Corp. Pinconning MI 209M E Pinconning Rd,,,Salesforce
10919522,Inactive Investor,Laile Landauer,,LPL Financial LLC Denver CO 2960 Simms St,neal.landauer@lpl.com,,Salesforce
10791392,Inactive Investor,Ronald Perilstein,,"Kestra Investment Services, LLC Narberth PA 822 Montgomery Ave",,,Salesforce
9607058,,Root Dude,,,rootdude@gmail.com,,List import
11137171,Inactive Investor,Jazmine Vazquez,,J.P. Morgan Securities LLC Mission Viejo CA 27752 Vista del Lago,jazmine.vazquez@jpmorgan.com,,Salesforce
11027094,Inactive Investor,Lavelle Hill,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,lphill@ft.newyorklife.com,,Salesforce
11177548,Inactive Investor,Michael Ran,Financial Advisor,"Kovitz Investment Group Partners, LLC Southfield MI 2 Towne Sq",mran@kovitz.com,,Salesforce
10812412,Inactive Investor,Scott Powers,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",scott.powers@raymondjames.com,,Salesforce
68276,,Bo-Hong Shih,Branch Office Supervisor,"Transamerica Financial Advisors, Inc",bohong.shih@transamerica.com,702-534-7808,
10764438,Inactive Investor,Lisa Dorsett,,"Wells Fargo Clearing Services, LLC Siler City NC 413 N 2nd Ave",lisa.dorsett@wellsfargoadvisors.com,,Salesforce
202411,,James Warner,Financial Advisor,SJP,james.warner@live.co.uk,,Other
10775858,Inactive Investor,Wayne Buess,Financial Advisor,Edward Jones Kings Park NY 82 Main St,wayne.buess@edwardjones.com,,Salesforce
11221275,,Michael Prosser,,,michael@krpcpa.com,,List Import
10987040,Inactive Investor,Joshua Ellison,Assistant Vice President;Associate Banker,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
339917,,Michael Zislis,Managing Director & Chief Operating Officer,Trust Asset Management Llc,mzislis@tam-llc.com,832-308-2748,Manual List Upload
10934952,Inactive Investor,Richard Mcnaughton,,"Avantax Investment Services, Inc. Englewood CO 13275 E Fremont Pl",,,Salesforce
10866356,Inactive Investor,Andrew Adler,Investment Advisor,"Global Brokerage Services, Inc. Barrington IL Private Residence",,,Salesforce
11233053,Inactive Investor,Lanny Marks,,"Osaic Wealth, Inc. Boca Raton FL 301 Crawford Blvd",,,Salesforce
9555309,,Theresa Du,,,theresa.du@tfaconnect.com,,List import
11260373,Inactive Investor,Constanza Estrada Navarro,,Evercore Group L.L.C.,,,Salesforce
10761623,Inactive Investor,Robin Kain,,Morgan Stanley New York NY 1 Penn Plz,robin.m.kain@morganstanley.com,,Salesforce
10604450,,John Norton,Treasurer,WestCook YMCA,jnorton2214@comcast.net,7087285899,List Import
9543323,,Majed Al Turki,,,majedter@hotmail.com,,List import
10889749,Inactive Investor,Robert Cartafalsa,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_cartafalsa@vanguard.com,,Salesforce
10774790,Inactive Investor,Christopher Foster,Managing Director,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,christopher.t.foster@jpmorgan.com,,Salesforce
10924754,Inactive Investor,Eugene Thomas,,"MML Investors Services, LLC Oklahoma City OK 1601 NW Expy",eugenethomas@financialguide.com,,Salesforce
9636644,,Terrell Winstead,,,twinstead@salientpartners.com,,List import
10775069,Inactive Investor,Edward Behling,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Milwaukee WI 2323 N Mayfair Rd",ed.behling@usbank.com,,Salesforce
10615753,,William Laheta,,,william.laheta@ampf.com,,List Import
11137945,Inactive Investor,Jeffrey Stoll,,"CFD Investments, Inc. Evansville IN 401 N Weinbach Ave",jeffrey.stoll@cfdinvestments.com,,Salesforce
10770735,Inactive Investor,Brian Mayeu,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",brian.mayeu@nm.com,,Salesforce
6328608,,Elfaaa Yunitaaa,,,elfayunita671@gmail.com,,Web Form Fillout
10823541,Inactive Investor,Bertha Gardiner,,Key Investment Services LLC Woodinville WA 14040 NE Woodinville Duvall Rd,silvya_gardiner@kisinvestments.com,,Salesforce
11260981,Inactive Investor,Gan Li,Wealth Management Associate,"Avidian Wealth Solutions, LLC",ganli@avidianwealth.com,,Salesforce
10756651,Inactive Investor,Jason Semel,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,jason.semel@morganstanley.com,,Salesforce
10813989,Inactive Investor,Charles Mitchell,Financial Advisor;Vice President,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,cw.mitchell@morganstanley.com,,Salesforce
10775196,Inactive Investor,Annette Donnelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",annette_donnelly@ml.com,,Salesforce
11158601,Inactive Investor,Jessica Pence,Shareholder;Wealth Manager,Waypoint Wealth Partners,jessica@waypointwp.com,,Salesforce
11128396,Inactive Investor,Edward Ragonnet,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",edward.ragonnet@ml.com,,Salesforce
11008749,Inactive Investor,Sebastian Hong,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
10971483,Inactive Investor,Jamie Dronet,,J.P. Morgan Securities LLC Baton Rouge LA 9031 Siegen Ln,jamie.l.chauvin@jpmorgan.com,,Salesforce
11164645,Inactive Investor,Jennifer Bearnson,,"RBC Capital Markets, LLC Salt Lake City UT 1260 E Stringham Ave",jennifer.bearnson@rbc.com,,Salesforce
10936086,Inactive Investor,David Diorio,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11168844,Inactive Investor,Bruce Ward,Financial Advisor,"Cutter & Company, Inc.",bruceward@cutterco.com,,Salesforce
11006693,Inactive Investor,Nathaniel Arands,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10804052,Inactive Investor,Ryan Belcher,Wealth Management Executive,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
9574129,,Robert Shaw,,,robert.shaw@myciowp.com,,List import
10969414,Inactive Investor,Gary Lenchner,,"The Investment Center, Inc. Bonita Springs FL 27499 Riverview Center Blvd",glenchner@investmentctr.com,,Salesforce
11165335,Inactive Investor,Jonathan Bryant,Financial Advisor,"Osaic Wealth, Inc. Wayzata MN 1905 Wayzata Blvd",,,Salesforce
9587891,,Ronald Bauer,,,rwbauer33@yahoo.com,,List import
11140105,Inactive Investor,Dwight Larsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dwight.larsen@fidelity.com,,Salesforce
11206467,Inactive Investor,Rebecca Shanlever,,NYLIFE Securities LLC Fort Worth TX 777 Main St,rwshanlever@ft.newyorklife.com,,Salesforce
10832260,Inactive Investor,John Cowie,,Edward Jones Tempe AZ 8620 S River Pkwy,john.cowie@edwardjones.com,,Salesforce
10949123,Inactive Investor,William Florio,,Fidelity Brokerage Services LLC,,,Salesforce
11011158,Inactive Investor,Shane Degeyter,,PFS Investments Inc. Houston TX 8866 Gulf Fwy,sdegeyter@primerica.com,,Salesforce
9541580,,Marrio Harper,,,legacysgift@gmail.com,,List import
9610283,,Jimmy Melikian,,,satoshifoundation@protonmail.com,,List import
10913424,Inactive Investor,Reed Thompson,,"Isaak Bond Investments, Inc.",,,Salesforce
9632579,,Geoff Allbert,,,geoffrey.j.allbert@citi.com,,List import
166270,,Vijay Sridhar,,[Unknown],sridvijay@gmail.com,6097517216,Paid Social
11141565,Inactive Investor,David Purkey,Financial Advisor;Financial Planning Specialist,Morgan Stanley Chicago IL 233 S Wacker Dr,david.purkey@morganstanley.com,,Salesforce
11109970,Inactive Investor,Lexie Jimenez,,J.P. Morgan Securities LLC San Diego CA 5111 Mission Center Rd,lexie.jimenez@jpmorgan.com,,Salesforce
11220029,,Meredith Bittle,,,meredith.bittle@fciadvisors.com,,Other
11177946,Inactive Investor,Jonathan Basta,Financial Advisor,Edward Jones Philadelphia PA 8617 Germantown Ave,jonathan.basta@edwardjones.com,,Salesforce
11124780,Inactive Investor,Dirk Taylor,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",dirk.a.taylor@wellsfargo.com,,Salesforce
9641765,,jacob rasmussen,,,jrasmussen46@bloomberg.net,,List import
11065472,Inactive Investor,Michael Gatti,Vice President,"Osaic Wealth, Inc.",michael.gatti@triad-advisors.com,,Salesforce
10936124,Inactive Investor,Nicole Gottret Murillo,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11147562,Inactive Investor,Austin Ryder,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11030262,Inactive Investor,Jennifer Guest,,"Mason Securities, Inc.",jguest@masoncompanies.com,,Salesforce
10909301,Inactive Investor,James Morella,Financial Advisor,"MML Investors Services, LLC Tulsa OK 2200 S Utica Pl",jnmorella@financialguide.com,,Salesforce
10870756,Inactive Investor,Christopher Chamberlain,Director;President;Secretary;Treasurer,Keepsake Management Inc.,,,Salesforce
5612066,,Brian Miller,,Miller Wealth Management,brian.miller@lpl.com,,Web form fillout
10647020,,Michelle Slagell,,,michelle.slagell@edwardjones.com,,List Import
9590343,,Matthew Watts,,,matthew.watts94@gmail.com,,List import
351157,,Eddie Brown,Director,Swaimbrown Wealth Management Llc,ebrown@swaimbrown.com,864-547-8018,Manual List Upload
10957050,Inactive Investor,Jacob Bisler,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",jacob.bisler@ml.com,,Salesforce
10773670,Inactive Investor,Elizabeth Hogan,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,elizabeth.hogan@jpmorgan.com,,Salesforce
11210743,Inactive Investor,Vedant Mimani,Director;Founding Principal;Portfolio Manager,Fortuna Investors LLC Jupiter FL 13641 159th St N,vk@fortunainvestors.com,,Salesforce
9600169,,Jeffrey Abadie,,,jabadie@shadv.com,,List import
11112890,Inactive Investor,Jennifer Reed,,"Wells Fargo Advisors Financial Network, LLC Midland TX 24 Smith Rd",jennifer.reed@wfafinet.com,,Salesforce
11072377,Inactive Investor,Scott Johnson,Partner,"OneAmerica Securities, Inc. Carlsbad CA 5857 Owens Ave",,,Salesforce
10955748,Inactive Investor,Matthew Blewitt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",,,Salesforce
10819375,Inactive Investor,John Crumplar,Financial Advisor,Wedbush Securities Inc. Denver CO 4600 S Ulster St,john.crumplar@wedbush.com,,Salesforce
11016385,Inactive Investor,Victoria Job,,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",victoria.job@wfadvisors.com,,Salesforce
10978917,Inactive Investor,John McDermid,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",john.mcdermid@truist.com,,Salesforce
11207792,Inactive Investor,Marko Govedarica,Financial Advisor,Morgan Stanley Barrington IL 760 W Main St,marko.govedarica@morganstanley.com,,Salesforce
108099,,Michael DiSabatino,,JPMC,mdisabatino3@gmail.com,3028938162,Paid Search
122072,,Thomas Lyles,,"MML Investors Services, LLC",tlyles@financialguide.com,615-309-6300,
10908170,Inactive Investor,Benjamin Russo,,State Farm VP Management Corp. Concord NH 85 Manchester St,benjaminrusso@statefarm.com,,Salesforce
11260988,Inactive Investor,Lindsay Glassman,Vice President - Advisory Services,Landmark Wealth Management,lindsay@landmarkfirm.com,,Salesforce
9546640,,Jason Ludicke,,,jasonludicke@gmail.com,,List import
11136578,Inactive Investor,Michael Mederrick,Financial Advisor,Park Avenue Securities LLC New York NY 355 Lexington Ave,,,Salesforce
248564,,Graham Laird,Market Risk Strategist,Barclays Bank PLC,lairdbond@icloud.com,,Manual List Upload
11124882,Inactive Investor,Austin Hess,Financial Advisor,Edward Jones O Fallon MO 7330 Village Center Dr,austin.hess@edwardjones.com,,Salesforce
10659188,,Alexander Gaydos,,,alex.gpirc@farmersagency.com,,List Import
220439,,Mark Caplan,,[Unknown],mark@aluma-craft.com,,
11064597,Inactive Investor,Lionel Harden,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,lbharden@ft.newyorklife.com,,Salesforce
10890154,Inactive Investor,Kayla Wolf,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11002855,Inactive Investor,Hilary Hayes,,Vanguard Marketing Corporation,hilary_hayes@vanguard.com,,Salesforce
11117082,Inactive Investor,Christopher Richardson,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
9554810,,Thomas McLeod,,,tom@secretprojects.us,,List import
10760735,Inactive Investor,Deborah Minch,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,deborah.minch@ubs.com,,Salesforce
11116484,Inactive Investor,Robert Lawrence,Premier Banker,"Wells Fargo Clearing Services, LLC Temecula CA 32881 Temecula Pkwy",robert.lawrence@wellsfargoadvisors.com,,Salesforce
10872057,Inactive Investor,Buckey Wilson,,Santander Securities LLC Abington MA 533 Washington St,buckey.wilson@santanderinvestments.com,,Salesforce
10753633,Inactive Investor,Anthony Giliberto,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,anthony.giliberto@morganstanley.com,,Salesforce
1004301,Inactive Investor,Zacc Call,,Zacc Call,zcall1@hotmail.com,,3rd Party Lead Gen
10611207,,Jeffry Christensen,Financial Advisor,,jeffry.s.christensen@ampf.com,,List Import
9618240,,Kevin O'Keefe,,,kevin.o@stievencapital.com,,List import
10758417,Inactive Investor,Kimberly Clark,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",kim_clark@ml.com,,Salesforce
10763462,Inactive Investor,Patrick Heenan,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",patrick.heenan@rbc.com,,Salesforce
11053693,Inactive Investor,Hyon Kim,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,doug.kim.ngld@statefarm.com,,Salesforce
10619998,,Paul Blake,,,pblake@lakeforestbank.com,,List Import
11095833,Inactive Investor,Kanak Iyer,Chief Executive Officer;President,Kanakadhara Financial Enterprise,kanak@kanakfinancial.com,,Salesforce
11134067,Inactive Investor,Daniel Schultz,Private Wealth Advisor,"Ameriprise Financial Services, LLC Boulder CO 1738 Pearl St",,,Salesforce
10489392,,John Terry,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",john.terry@rbc.com,972-612-4268,List Import
10877172,Inactive Investor,Sean Ohashi,Financial Advisor,"Mission Financial Group, LLC",kai.ohashi@edwardjones.com,,Salesforce
10844064,Inactive Investor,Thomas Gasper,Chief Investment Officer;Founder;President,"TRG Capital Management, Inc.",thomas@trgcap.com,,Salesforce
10976607,Inactive Investor,Meghan O'Brien,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
11142642,Inactive Investor,Ryan Shanley,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",ryan@wrrwm.com,,Salesforce
11001055,Inactive Investor,Jason Osborne,,LPL Financial LLC Madison AL 7600 Hwy 72 W,jason.osborne@lpl.com,,Salesforce
10587110,,J A Maddocks,,,jamzrh8874@protonmail.com,,Web Form Fillout
11078720,Inactive Investor,Stephen Nelson,,J.P. Morgan Securities LLC Kansas City MO 4181 Sterling Ave,,,Salesforce
11137174,Inactive Investor,Parinaz Toohidlou,,J.P. Morgan Securities LLC Woodland Hills CA 20900 Ventura Blvd,parinaz.toohidlou@jpmorgan.com,,Salesforce
9540907,,Asher CoinFund Liquid Opportunities LP,,CoinFund,asher@coinfund.io,,List Import
343315,, -,,[[Unknown]],jcolburn@xfactors.net,,
10760382,Inactive Investor,Barry Guinn,Investment Advisor;Investment Advisor Representative;Senior Vice President,"Argent Advisors, Inc. Ruston LA 500 E Reynolds Dr",bguinn@argentadvisors.com,,Salesforce
11153671,Inactive Investor,George Lange,,"Burch & Company, Inc",glange@burchco.com,,Salesforce
10617252,,Nicholas Parker,,,nick.parker@edwardjones.com,,List Import
11025321,Inactive Investor,Angela Tonrey,,Vanguard Marketing Corporation,angela_tonrey@vanguard.com,,Salesforce
9628768,,Ricardo Latournerie,,,ricardo.latest@gmail.com,,List import
10696167,,Dominique Dowling,,Kovack Financial Network,ddowling@kfn.com,,List Import
242723,,Cormac Munnelly,Business Development Manager,[Unknown],cmunnelly@firstderivative.com,,Database Upload
155864,,Ronnie Oglesby,,[Unknown],oglesbyscott@icloud.com,,
10933167,Inactive Investor,Jeromy Park,Financial Advisor,NWF Advisory Services Inc Orange CA 1420 E Chapman Ave,jpark@nwfadvisory.com,,Salesforce
9586898,,Mark Pollock,,,mark.pollock@suntrust.com,,List import
10948489,Inactive Investor,Mana Woodley,Private Client Advisor,J.P. Morgan Securities LLC Hopewell Junction NY 817 Rte 82,mana.sims@jpmorgan.com,,Salesforce
197613,,Dennis Solorzano,,[Unknown],dennis5502@gmail.com,,source
9415751,,Michael PENSCO Trust Company Custodian FBO Michael D. Moffitt Roth IRA,,Michael Moffitt,moffitt@google.com,,Web Form
11150249,Inactive Investor,Ronald Rowe,,"American Global Wealth Management, Inc.",rrowe@americanglobalwealth.com,,Salesforce
9575537,,MICHAEL BEARDEN,,,beardenteam@gmail.com,,List import
11119314,Inactive Investor,Zackary Bilbrey,,State Farm VP Management Corp. Cibolo TX 733 Fm 1103,,,Salesforce
10924203,Inactive Investor,Rida Zubair,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",rida.zubair@ml.com,,Salesforce
9624720,,Brandon Vaughn,,,brandon.vaughn415@gmail.com,,List import
11127071,Inactive Investor,Jordan Kalinowski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Casper WY 550 N Poplar St",jordan.p.kalinowski@ml.com,,Salesforce
10891397,Inactive Investor,Jennifer Daly,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10802594,Inactive Investor,Christopher Pastina,,"Raymond James & Associates, Inc. Nashville TN 1 Burton Hills Blvd",christopher.pastina@raymondjames.com,,Salesforce
9607723,,Michael Kelly,,,michaelj.kelly@verizon.net,,List import
9563853,,Miranda Yount,,,miranda.yount@edwardjones.com,,List import
11212730,Inactive Investor,Audrey Lawson,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
10790092,Inactive Investor,Angela Fettik,Senior Client Associate,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",angela.carey@wfadvisors.com,,Salesforce
11106272,Inactive Investor,Donald Kany,,Cetera Advisor Networks LLC Englewood CO 16 Inverness Pl E,kanyd@ceteranetworks.com,,Salesforce
9588222,,Michael Adkison,,,michael.adkison@gmail.com,,List import
10983984,Inactive Investor,Nils Nilsen,,Ages Financial Services Ltd. Stamford CT 263 Tresser Blvd,,,Salesforce
1002314,Inactive Investor,Paul Lawrence,Senior Research Analyst,University of Pittsburgh Office of Finance,plawrence@bc.pitt.edu,(412) 624-6620,
246237,,Not Provided,CEO,JJ Consulting,jesquinca13@gmail.com,,Manual List Upload
11074093,Inactive Investor,Gregory Surber,Financial Advisor,Edward Jones Niles MI 2010 S 11th St,gregory.surber@edwardjones.com,,Salesforce
11208664,Inactive Investor,Derek Dierks,Financial Consultant,Thrivent Investment Management Inc. Maumee OH 6546 Weatherfield Ct,derek.dierks@thrivent.com,,Salesforce
9580192,,Tony Sigmon,,,twsig@collegiatecapital.com,,List import
349007,,John Seo,Managing Member,"Fermat Capital Management, Llc",jseo@fcm.com,203-454-6811,Manual List Upload
10895229,Inactive Investor,Linda Wilke,Chief Financial Officer;Regulatory Contact;Treasurer,"Jones Kertz & Associates, Inc.",lwilke@jka-email.com,,Salesforce
11148445,Inactive Investor,John Hilland,,"Farmers Financial Solutions, LLC Mesa AZ 4545 E Southern Ave",jhilland@farmersagent.com,,Salesforce
342685,,John Ferrell,Director,"Regions Investment Management, Inc.",john.ferrell@regions.com,205-264-7074,Manual List Upload
9619269,,winfred rowe,,,rowewinfred9@gmail.com,,List import
10794448,Inactive Investor,John Crawford,Chief Investment Officer;Director - Investments;Founder;Owner;Portfolio Manager,Crawford Investment Counsel Inc,j4crawford@crawfordinvestment.com,,Salesforce
11068390,Inactive Investor,Justin Smith,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",justin.smith@equitable.com,,Salesforce
9547387,,Nathan-Lee Swain,,,nathannetworker@googlemail.com,,List import
10613180,,Jeffrey Scharpf,Senior Financial Advisor,,jeffrey.scharpf@ml.com,,List Import
10647432,,Brent Stevens,,,bstevens@tiaa-cref.org,,List Import
9544131,,Shail Mehta,,,smehta@wisdirect.com,,List import
11103350,Inactive Investor,Kenneth Sedlock,Managing Partner,GWN Securities Inc. San Antonio TX 100 NE Loop 410,ksedlock@gwnsecurities.com,,Salesforce
226930,, -,,[[Unknown]],hubertanthonio@gmail.com,,Organic Search
10790152,Inactive Investor,Rebecca Ozirus,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,rebecca.f.ozirus@jpmorgan.com,,Salesforce
145643,,Danielle Wallace,,[Unknown],danielletallman@me.com,,source
11206955,Inactive Investor,Allyson Grimes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10949902,Inactive Investor,Connor Murphy-Pevear,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,connor.murphy-pevear@fmr.com,,Salesforce
219141,,Selina Kim,,[Unknown],selinabk@gmail.com,,Direct
10782150,Inactive Investor,Thomas Boland,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,thomas.boland@jpmorgan.com,,Salesforce
10884605,Inactive Investor,Tameka Martin,,J.P. Morgan Securities LLC Rochester MI 339 S Main St,tameka.martin@jpmorgan.com,,Salesforce
9586019,,Brian Stevens,,,brian.stevens@valic.com,,List import
9544744,,Michael Vitucci,,,mikebvcc@gmail.com,,List import
10796003,Inactive Investor,Alan Glor,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bolivar MO 105 E Broadway St",alan.glor@wfafinet.com,,Salesforce
11045979,Inactive Investor,Alicia Baker,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,abaker.vhj92@primerica.com,,Salesforce
9585353,,Hallye Perkins,,,hperkins@massmutual.com,,List import
9610009,,Zayyaan Abyan Harits,,,zayndbryant@gmail.com,,List import
10937619,Inactive Investor,Terry Krumenauer,,"Osaic Wealth, Inc. Chippewa Falls WI 2889 County Hwy I",tkrumenauer@osaicwealth.com,,Salesforce
10942571,Inactive Investor,Charlotte Weaver,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,charlotteweaver@statefarm.com,,Salesforce
11113986,Inactive Investor,Ryan Fedders,Financial Advisor,Thrivent Investment Management Inc. Sioux Falls SD 1152 E 77th St,ryan.fedders@thrivent.com,,Salesforce
9627491,,Jeanpy Ntumba,,,jeanpyntumba14@gmail.com,,List import
10981771,Inactive Investor,Connor Carbary,Financial Consultant,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",connor.carbary@equitable.com,,Salesforce
10696356,,Jessie Willinghan,,Harbor Investment Advisory,jwillinghan@harborllc.com,,List Import
9541562,,Eric Neff,,,ericneffkc@gmail.com,,List import
10783389,Inactive Investor,Rebecca Dalrymple,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",rebecca.dalrymple@ml.com,,Salesforce
11105805,Inactive Investor,Ann Williams,,"FBL Marketing Services, LLC Washington IA 121 N Iowa Ave",ann.c.williams@fbfs.com,,Salesforce
11236968,Inactive Investor,Matthew Koll,Senior Wealth Advisor,"Legacy Capital Wealth Partners, LLC Rogers AR 5502 W Walsh Ln",matthewk@legacycapitalwp.com,,Salesforce
10907737,Inactive Investor,Nicholas Smith,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
9644843,,Eddy PINSARD,,,eddpinsard@hotmail.fr,,List import
10953012,Inactive Investor,Joshua Lopez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 430 W Roosevelt Rd",,,Salesforce
11114688,Inactive Investor,Fabio Forte,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,fabio.x.forte@us.hsbc.com,,Salesforce
10983805,Inactive Investor,Henry Narvaez,,LPL Financial LLC Gardena CA 1727 W Artesia Blvd,henry.narvaez@lpl.com,,Salesforce
10927231,Inactive Investor,Brian King,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,brian.king@jpmorgan.com,,Salesforce
11260595,Inactive Investor,Wolf Myers-Miller,,"Wells Fargo Clearing Services, LLC San Diego CA 346 Euclid Ave",,,Salesforce
11085111,Inactive Investor,Laurent Boumaza,Managing Member;Partner;Regulatory Contact;Senior Private Wealth Advisor,Oakwell Private Wealth Management,lboumaza@oakwellpwm.com,,Salesforce
10889652,Inactive Investor,Bradley Gray,Financial Advisor,"Raymond James & Associates, Inc. Tuscaloosa AL 200 Marina Dr",brad.gray@raymondjames.com,,Salesforce
10978782,Inactive Investor,Frances Alejnikov,,"Citizens Securities, Inc. Westwood MA 200 Station Dr",frances.alejnikov@citizensbank.com,,Salesforce
10913816,Inactive Investor,Jorge Naranjo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Des Moines IA 5901 Mills Civic Pkwy",jorge.naranjo@schwab.com,,Salesforce
9587633,,John Haley,,,john@duncanhaley.com,,List import
10924200,Inactive Investor,Alek Hess,,"Principal Securities, Inc.",hess.alek@principal.com,,Salesforce
10892933,Inactive Investor,Erin Homsy,Financial Advisor,LPL Financial LLC Little Rock AR 400 W Capitol Ave,erin.homsy@lpl.com,,Salesforce
10874904,Inactive Investor,Robert Bauer,Financial Advisor,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,,,Salesforce
11192114,Inactive Investor,Chelsie Mumaw,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11088325,Inactive Investor,Yvonne Shanklin,Financial Advisor,"Moors & Cabot, Inc. Crestview FL 327 E Hickory Ave",yshanklin@moorscabot.com,,Salesforce
228904,, -,,[[Unknown]],daniel8462@aol.com,,Paid Search
11091622,Inactive Investor,James Leitz,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
11010775,Inactive Investor,Leigh Gaddis,Co-Owner;Partner;Wealth Advisor,Gaddis Premier Wealth Advisors LLC,leigh@gaddisandgaddis.com,,Salesforce
10990928,Inactive Investor,Eric Beyer,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,ebeyer@primerica.com,,Salesforce
10948703,Inactive Investor,Joseph Fish,,"Sanctuary Securities, Inc. Raleigh NC 727 W Hargett St",jfish@sanctuarywealth.com,,Salesforce
11192550,Inactive Investor,Kom Ngoy,,Morgan Stanley Irvine CA 1901 Main St,chris.ngoy@morganstanley.com,,Salesforce
10813995,Inactive Investor,Anthony Mengali,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",anthony.mengali@nm.com,,Salesforce
10978256,Inactive Investor,Samuel Hales,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10611297,,Jesse Sheldon,Financial Advisor,,jesse.sheldon@ampf.com,,List Import
10875445,Inactive Investor,Danielle Jeffcoat,Financial Advisor,Edward Jones Bluffton SC 152 State St,danielle.baumann@edwardjones.com,,Salesforce
10782724,Inactive Investor,Michael Collins,,Vanguard Marketing Corporation,michael_collins@vanguard.com,,Salesforce
229117,, -,,[[Unknown]],790199394@qq.com,,Organic Search
10990699,Inactive Investor,Michael Silverstein,Financial Consultant,"Equitable Advisors, LLC Astoria NY 22-08 35th St",,,Salesforce
11101618,Inactive Investor,Virginia Walls,,State Farm VP Management Corp. Paragould AR 2305 Linwood Dr,virginia.walls.glyt@statefarm.com,,Salesforce
11081036,Inactive Investor,Paul Tully,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9579404,,Ashley Micciche,,,ashleym@truenorthra.com,,List import
11203875,Inactive Investor,Kathy Nance,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,knance@primerica.com,,Salesforce
11098230,Inactive Investor,Eric Donner,,"IFP Securities, LLC Boca Raton FL 1200 N Federal Hwy",,,Salesforce
10892837,Inactive Investor,Stewart Gates,,MWA Financial Services Inc. Groton VT 3056 Scott Hwy,stewart.l.gates@mwarep.org,,Salesforce
10986761,Inactive Investor,Karen Redding,,"Cambridge Investment Research, Inc. Fredericksburg VA 3801 Plank Rd",,,Salesforce
11069177,Inactive Investor,Julio Guemes,,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,,,Salesforce
11047921,Inactive Investor,Clark Gaulke,,"Harbour Investments, Inc. Milwaukee WI 330 N 121st St",,,Salesforce
10936185,Inactive Investor,William Rupnick,,Cetera Advisor Networks LLC Oshkosh WI 2380 State Road 44,william.rupnick@ceterawealth.com,,Salesforce
10777620,Inactive Investor,Jonathan Rowsey,Financial Advisor,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",jonathan.f.rowsey@ampf.com,,Salesforce
10756595,Inactive Investor,Marvin Rosario,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",marvin.rosario@wellsfargoadvisors.com,,Salesforce
11177176,Inactive Investor,Michael Tyler,,Mutual of America Securities LLC Linthicum Heights MD 1306 Concourse Dr,michael.tyler@mutualofamerica.com,,Salesforce
11057789,Inactive Investor,Eric Johannes,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Davenport IA 5345 Elmore Ave",eric.johannes@schwab.com,,Salesforce
11233915,Inactive Investor,Amanda Brunnett,Financial Advisor,"Osaic Wealth, Inc. Beachwood OH 200 Park Ave",,,Salesforce
11135086,Inactive Investor,Diana Dirocco,Registered Client Service Specialist,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",diana.dirocco@ampf.com,,Salesforce
11111669,Inactive Investor,Ann Meyer,,"Farmers Financial Solutions, LLC Dundee IL 511 Eichler Dr",,,Salesforce
9644265,,KHOMDET SUWISISTH,,,k.suwisisth@gmail.com,,List import
10969228,Inactive Investor,David Harris,Founding Partner,Trek Financial Saint George UT 912 W 1600 S,,,Salesforce
9587719,,Gregory Lopez,,,lopez.gregory@gmail.com,,List import
11202553,Inactive Investor,Jason Britton,Chief Executive Officer;Regulatory Contact,Reflection Asset Management,jbritton@reflectionam.com,,Salesforce
11041116,Inactive Investor,Christopher Grone,,J.P. Morgan Securities LLC Northville MI 42901 7 Mile Rd,christopher.j.grone@chase.com,,Salesforce
9644662,,KUSHAWN MILES EL,,,kushawnmilesel@gmail.com,,List import
234177,, -,,[[Unknown]],surekaaniruddha@gmail.com,,Organic Search
9601992,,Pedro Vieira,,,vieira.pedro@gmail.com,,List import
10473180,,Adam Falcon,,,adam.falcon@princetonam.com,,Web Form Fillout
10921434,Inactive Investor,Stephen Smith,,"Ameriprise Financial Services, LLC Baton Rouge LA 4730 Bluebonnet Blvd",stephen.smith@ampf.com,,Salesforce
10827546,Inactive Investor,Mark Matson,Chief Executive Officer;Chief Financial Officer;Director;Founder;Shareholder,"Matson Money, Inc.",mark.matson@matsonmoney.com,,Salesforce
11087430,Inactive Investor,James Anderson,,LPL Financial LLC Louisville KY 2612 Flat Rock Rd,james.anderson@lpl.com,,Salesforce
11092350,Inactive Investor,Brian Anderson,,"OneAmerica Securities, Inc. Grove City PA 125 S Broad St",,,Salesforce
233204,,Therissa Robinson -,,Therissa Robinson [[Unknown]],therissar@gmail.com,,Direct
11178283,Inactive Investor,Ronald Wherritt,,"Wells Fargo Advisors Financial Network, LLC Wichita KS 727 N Waco Ave",ronald.wherritt@wfafinet.com,,Salesforce
9561824,,Daniel Emmendorfer,,,daniel.emmendorfer@securitiesamerica.com,,List import
10821186,Inactive Investor,Connie Boyer,Financial Advisor,Edward Jones Fairfield IA 204 1/2 S 20th St,connie.boyer@edwardjones.com,,Salesforce
10823271,Inactive Investor,Kyle Stevens,,"Osaic Wealth, Inc. Overland Park KS 5100 W 95th St",,,Salesforce
11058738,Inactive Investor,Jason Harken,,"Truist Investment Services, Inc. Collegeville PA 1856 Collegeville Rd",,,Salesforce
10763197,Inactive Investor,Eric Steingruebner,National Sales Manager,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,eric@allianceg.com,,Salesforce
345467,,Scott Farden,Managing Director,"Ncp Group, Lp",sfarden@nonantumcapital.com,617-245-8050,Manual List Upload
10994585,Inactive Investor,Tabe Skalla,,"Farmers Financial Solutions, LLC Arvada CO 16205 W 64th Ave",tskalla@farmersagent.com,,Salesforce
10755203,Inactive Investor,Mahan Hosseini,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",mahan.hosseini@ml.com,,Salesforce
10834773,Inactive Investor,John Armstead,,"Cambridge Investment Research, Inc. Petaluma CA 755 Baywood Dr",,,Salesforce
11111968,Inactive Investor,Tony Reid,,LPL Financial LLC Battle Creek MI 6427 B Dr N,tony.reid@lpl.com,,Salesforce
11196208,Inactive Investor,Ralph Saunders,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",ralph.saunders@wellsfargoadvisors.com,,Salesforce
9589215,,Scott Sheffield,,,scotts@emailswa.com,,List Import
11233476,Inactive Investor,Karim Sarangi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
230593,, -,,[[Unknown]],david.larter@hotmail.co.uk,,Initial Salesforce Import
10604189,,Troy Dunkel,Partner,Gutierrez & Anderson,troy@progressivecpas.com,9497075604,List Import
10779131,Inactive Investor,Terrence Frederick,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",terrence_l_frederick@ml.com,,Salesforce
10937220,Inactive Investor,Steven Martindale,,LPL Financial LLC Carbondale CO Private Residence,steven.martindale@lpl.com,,Salesforce
11046807,Inactive Investor,Charles Bachtell,Senior Investment Executive,"Western International Securities, Inc. West Hollywood CA Private Residence",cbachtell@wisdirect.com,,Salesforce
224868,,Gary Hung,,[Unknown],garyhmhung@hotmail.com,,source
51952,,Riley Crosbie,"Member, Partner",Adams Wealth Advisors,riley@adams-wealth.com,435-752-1702,
10867430,Inactive Investor,Whitney Allen,Associate Investment Specialist;Vice President,J.P. Morgan Securities LLC Austin TX 405 Colorado St,,,Salesforce
11146085,Inactive Investor,Harvey Jenkins,Member,Altamont Capital Management,,,Salesforce
10806002,Inactive Investor,Julie Pitpit,,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,julie.pitpit@ubs.com,,Salesforce
10922752,Inactive Investor,Alan Miller,Chief Executive Officer;Elected Manager;Managing Partner,"Turtle Creek Wealth Advisors, LLC",,,Salesforce
350323,,Denise Galvin,CFO,"North Sky Capital, Llc",dgalvin@northskycapital.com,612-435-7150,Manual List Upload
10787280,Inactive Investor,James Bayne,,"ETC Brokerage Services, LLC",james@etcbrokerage.com,,Salesforce
10964902,Inactive Investor,Ryan Ebner,,San Blas Securities LLC New York NY 1270 Avenue of the Americas,ryan.ebner@sanblassecurities.com,,Salesforce
11005245,Inactive Investor,Tyler Guy,Financial Advisor,Robert W. Baird & Co. Incorporated Clarksville TN 212 Madison St,,,Salesforce
9588022,,Derek Eddy,,,deddy802@aol.com,,List import
10784553,Inactive Investor,Carlos Lozano,,UBS Financial Services Inc. McAllen TX 1700 S 10th St,carlos.lozano@ubs.com,,Salesforce
11209763,Inactive Investor,Lauren Lofy,Financial Advisor,LPL Financial LLC Phoenix AZ 11120 N Tatum Blvd,lauren.lofy@lpl.com,,Salesforce
10805661,Inactive Investor,Denise Chapman,Financial Advisor,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",denise.chapman@wellsfargoadvisors.com,,Salesforce
11229448,Inactive Investor,Stephanie Kim,Client Service Associate,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",stephanie.kim@raymondjames.com,,Salesforce
11131496,Inactive Investor,Alrey Doctor,,PFS Investments Inc. Manteca CA 175 W North St,alreydoctor@primerica.com,,Salesforce
11003700,Inactive Investor,Justin Hauck,,Revolut Securities Inc. Wilmette IL Private Residence,,,Salesforce
11221417,,Gene Balas,,,gbalas@seia.com,,List Import
11192334,Inactive Investor,Denise Rodgers,Chief Compliance Officer;Director,Monongahela Capital Management,drodgers@rodgersbrothers.com,,Salesforce
9641364,,Thomas Nordvall,,,thomas.nordvall@me.com,,List import
346540,,Thomas Ebinger,Vice-President & Member,"Dew Wealth Strategies, Llc",tom.ebinger@dewwealthstrategies.com,314-862-1500,Manual List Upload
11206007,Inactive Investor,Sheila Lobb,Client Service Associate,"Raymond James & Associates, Inc. Dearborn Heights MI Private Residence",sheila.lobb@raymondjames.com,,Salesforce
9545560,,Michael Parmenter,,,nine112015@comcast.net,,List import
107316,,Daniela Goggel,,United States,wmmwmwn@icloud.com,,Organic Search
10907770,Inactive Investor,Jason Gurzau,,TD Private Client Wealth LLC Mount Laurel NJ 9000 Atrium Way,jason.gurzau@td.com,,Salesforce
10923225,Inactive Investor,Christopher Koertge,Senior Compliance Officer,Edward Jones,christopher.koertge@edwardjones.com,,Salesforce
9581456,,Saran Kumar Seethapathi,,,s.saran.kumar@gmail.com,,List import
3078932,,Luis Acevedo,,,luishernandoacevedoamaya@gmail.com,,Web Form Fillout
10494163,,Sean Stanzak,,RBC,sean.stanzak@rbccm.com,,List Import
9576334,,Amie Fox,,,apalffy@massmutual.com,,List import
10659967,,Daniela Cardenas,,,daniela.cardenas@chase.com,,List Import
214828,,Alana Ackerson,Co-Founder,Figure Technologies,alana.ackerson@gmail.com,,Paid Social
10844105,Inactive Investor,Dwayne Kitchen,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",dwayne.k.kitchen@ampf.com,,Salesforce
10862856,Inactive Investor,Robin Platt,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
11024538,Inactive Investor,Frederick Brose,Financial Advisor,"Osaic Institutions, Inc. Worcester MA 465 Shrewsbury St",ebrose@infinexgroup.com,,Salesforce
10838795,Inactive Investor,Jack Mueller,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,jack.mueller@primerica.com,,Salesforce
10945380,Inactive Investor,Christopher Fallon,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10840794,Inactive Investor,Will Jenkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",will.jenkins@wellsfargoadvisors.com,,Salesforce
11168274,Inactive Investor,Kyle Robbins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10904732,Inactive Investor,Shawn Tighe,,LPL Financial LLC Succasunna NJ Private Residence,shawn.tighe@lpl.com,,Salesforce
11039237,Inactive Investor,Daniel Singh,Managing Member,Dhyan Capital Management,dsingh@dhyancap.com,,Salesforce
9607519,,Stuart Caplan,,,scaplan@apexfinancialadvisors.com,,List import
10827671,Inactive Investor,Jerry Gray,Chief Executive Officer,"Graystone Partners Wealth Management, LLC",jerry@graystonepartners.net,,Salesforce
222713,,Angelina Obritsch,,[Unknown],angelina.litvinova@gmail.com,,
10775252,Inactive Investor,Dino Guzzetti,Financial Advisor,Edward Jones Issaquah WA 6520 226th Pl SE,dino.guzzetti@edwardjones.com,,Salesforce
10797425,Inactive Investor,Paul Schroeder,Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,paul.schroeder@morganstanley.com,,Salesforce
9575761,,Catherine Patrick,,,cpatrick@massmutual.com,,List import
9560550,,Sharon Way,,,sharon.way@voyafa.com,,List import
10860285,Inactive Investor,Douglas Fluke,,Cetera Advisor Networks LLC Atlanta GA 3384 Peachtree Rd NE,,,Salesforce
9557970,,Jasma Herison,,,jasmaherison@gmail.com,,List import
10778024,Inactive Investor,William Sornstein,Financial Consultant,LPL Financial LLC Santa Ana CA 1633 E 4th St,william.sornstein@lpl.com,,Salesforce
371162,,JAMES MARSHALL,,United Kingdom,jdxmarshall@gmail.com,,source
10780675,Inactive Investor,David Hindler,Financial Advisor,HCR Wealth Advisors,dhindler@hcrwealth.com,,Salesforce
10442790,,Lucy Mattinen,,,peterthiel2024@gmail.com,,Web Form Fillout
10657069,,Tobin Junas,,,tjunas@financialguide.com,,List Import
11238953,Inactive Investor,Cindy Griffin,,"Bridgeway Capital Management, LLC",cgriffin@bridgeway.com,,Salesforce
10899404,Inactive Investor,Nicholas Drake,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11198302,Inactive Investor,Ariel Najera,,J.P. Morgan Securities LLC Loveland OH 3965 W State Rte 22 3,ariel.najera@jpmorgan.com,,Salesforce
8480978,,Gregory Wagoner,,Ameriprise Financial,gregory.w.wagoner@ampf.com,,List Import
9595767,,Jamie Linkowski,,,jlinkowski@primesolutionsadvisors.com,,List import
11003226,Inactive Investor,Clayton Meinders,,"Northwestern Mutual Investment Services, LLC Waterloo IA 999 Home Plz",clayton.meinders@nm.com,,Salesforce
11035985,Inactive Investor,Marcela Plasencia Renteria,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,marcela.plasencia-renteria@jpmorgan.com,,Salesforce
11231250,Inactive Investor,Jorge Narvaez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10656211,,Jason Mudrock,,,jmudrock@ayco.com,,List import
11208773,Inactive Investor,John Mckenna,Investment Specialist,NFP Retirement Inc. Midlothian VA 1640 Huguenot Rd,john.mckenna@nfp.com,,Salesforce
9569053,,Benjamin Davis,,,bwdavis@ft.newyorklife.com,,List import
10954001,Inactive Investor,Michael Maisel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.maisel@fmr.com,,Salesforce
10802611,Inactive Investor,William Stacks,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Fort Lauderdale FL 200 SW 1st Ave,mstacks@janney.com,,Salesforce
10840075,Inactive Investor,Keirstan Hoyer,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11005227,Inactive Investor,Emily Berrian,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",emily.berrian@nm.com,,Salesforce
226548,,Ben -,,Na,ben@tekdream.net,,Initial Salesforce Import
11071766,Inactive Investor,Cathryn Greenwood,,"Cambridge Investment Research, Inc. Henrico VA 3761 Westerre Pkwy",blaire.greenwood@cambridgesecure.com,,Salesforce
11094590,Inactive Investor,Thomas Sherman,,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,thomas.sherman@thrivent.com,,Salesforce
11115584,Inactive Investor,Daniel Davis,,Country Capital Management Company Guntersville AL 1641 Gunter Ave,,,Salesforce
11048997,Inactive Investor,Brian Lindbloom,,State Farm VP Management Corp. Garden City MI 29510 Ford Rd,,,Salesforce
10772301,Inactive Investor,Matthew Darah,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",matthew.darah@ml.com,,Salesforce
10863506,Inactive Investor,Samantha Specht,,"U.S. Bancorp Investments, Inc.",samantha.clifford@usbank.com,,Salesforce
10917962,Inactive Investor,Matthew Garner,,The Huntington Investment Company Kent OH 1729 E Main St,matthew.w.garner@huntington.com,,Salesforce
208237,,Eric Hochman,,Canaccord,ehochman@canaccordgenuity.com,,Initial Salesforce Import
11199321,Inactive Investor,Matthew Wloch,Investment Specialist;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
9582679,,Graham Quigley,,,gquigley@farmsteadcapital.com,,List import
10805797,Inactive Investor,Paul Dumais,,D.A. Davidson & Co. Spokane WA 2204 E 29th Ave,pdumais@dadco.com,,Salesforce
11134559,Inactive Investor,Robert Jones,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",bob.jones@raymondjames.com,,Salesforce
10864222,Inactive Investor,Jack Lemke,Branch Relationship Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10987803,Inactive Investor,Amy Sestito,,Stonex Securities Inc. Canal Winchester OH Private Residence,amy.sestito@saswealth.com,,Salesforce
10811848,Inactive Investor,Arthur Blick,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",art.blick@nm.com,,Salesforce
10903595,Inactive Investor,Robert Chester,,"Allstate Financial Services, LLC Davidson NC 511 Jetton St",robert.chester@allstate.com,,Salesforce
9607222,,Arash Parsa,,,arash.parsa@gmx.de,,List import
9620614,,Guest Yahoo,,,guest@yahoo.com,,List import
9552191,,Anthony Pellegrino,,,apellegrino@goldstonefinancialgroup.com,,List import
11144800,Inactive Investor,Clarence Snyder,,Morgan Stanley Sarasota FL 2 N Tamiami Trl,bill.snyder@morganstanley.com,,Salesforce
201105,,Jeremy Rhen,Wealth Advisor,"Sax Wealth Advisors, LLC",jrhen@saxwa.com,,
11195903,Inactive Investor,Cory Kozisek,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",cory.kozisek@ml.com,,Salesforce
11070650,Inactive Investor,Layne Quam,Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",layne.quam@ampf.com,,Salesforce
11136221,Inactive Investor,Lisa Diehl,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
371675,,Boris Bagdasarian,,United States,boris.bagdasarian@gmail.com,,Salesforce
11105158,Inactive Investor,Jason Hearn,Senior Advisor,"Raymond James & Associates, Inc. Phoenix AZ Private Residence",jason.hearn@raymondjames.com,,Salesforce
10785864,Inactive Investor,James Hale,Financial Advisor,Edward Jones Charlotte NC 10917 Black Dog Ln,jim.hale@edwardjones.com,,Salesforce
11100173,Inactive Investor,Joseph Michel,Managing Director - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Midland TX 1700 W Wall St,joseph.michel@ubs.com,,Salesforce
11005520,Inactive Investor,Luis Cardenas,,"Farmers Financial Solutions, LLC Laredo TX 201 N Meadow Ave",lcardenas@farmersagent.com,,Salesforce
10916053,Inactive Investor,Garrett Anderson,Financial Advisor,LPL Financial LLC Brookeville MD Private Residence,garrett.anderson@lpl.com,,Salesforce
10616849,,Dominick Allen,,,dallen@wintrustwealth.com,,List Import
10883460,Inactive Investor,James Matthews,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",nate.matthews@ml.com,,Salesforce
9592795,,George Mills,,,george.mills@mediobanca.com,,List import
11012037,Inactive Investor,Cody Herring,,"Raymond James Financial Services, Inc. Edwardsville IL 330 W Vandalia St",cody.herring@raymondjames.com,,Salesforce
11185269,Inactive Investor,John Carroll,Financial Advisor;Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Manchester MA 40 Beach St",john.h.carroll@wellsfargoadvisors.com,,Salesforce
10775182,Inactive Investor,Kevin Bille,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",kevin.r.bille@ampf.com,,Salesforce
11189643,Inactive Investor,David Donabedian,,"Raymond James & Associates, Inc. Boston MA 1 International Pl",dave.donabedian@alex-brown.com,,Salesforce
11130744,Inactive Investor,Antonio Coria,Private Client Banker,J.P. Morgan Securities LLC Houston TX 2475 Bay Area Blvd,antonio.coria@jpmorgan.com,,Salesforce
11085847,Inactive Investor,Ying Chen,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,ychen18@ft.newyorklife.com,,Salesforce
9629605,,Rap Tab,,,raptab69@gmail.com,,List import
11003508,Inactive Investor,Daniel Gocic,,J.P. Morgan Securities LLC Delray Beach FL 1755 S Federal Hwy,daniel.gocic@jpmorgan.com,,Salesforce
11143214,Inactive Investor,Nicolas Joosten,,Citigroup Global Markets Inc.,,,Salesforce
10949674,Inactive Investor,Hayden Schmidt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11170153,Inactive Investor,Alex Phelps,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11211065,Inactive Investor,Colin Zwiebel,,"American Portfolios Financial Services, Inc. Fort Wayne IN 229 W Berry St",czwiebel@americanportfolios.com,,Salesforce
10813045,Inactive Investor,Jeffrey Schwarck,,"Avantax Investment Services, Inc. Grinnell IA 2103 West St",schwarckj@myavantax.com,,Salesforce
10881317,Inactive Investor,John Sherman,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston SC 200 Meeting St",,,Salesforce
10812892,Inactive Investor,Christopher Konecny,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11140942,Inactive Investor,Thomas Lauderdale,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",tom.lauderdale@wellsfargoadvisors.com,,Salesforce
11026165,Inactive Investor,Aaron Watson,,"Avantax Investment Services, Inc. Mc Cormick SC 4 Caravel Cir",,,Salesforce
11004031,Inactive Investor,Philip Gigante,,J.P. Morgan Securities LLC Millwood NY 230 Saw Mill River Rd,philip.gigante@jpmorgan.com,,Salesforce
10993860,Inactive Investor,Douglas Coller,District Leader,PFS Investments Inc. Vero Beach FL 601 21st St,dcoller@primerica.com,,Salesforce
10896571,Inactive Investor,Niya Xie,Premier Banker,"Wells Fargo Clearing Services, LLC Redwood City CA 1500 Woodside Rd",,,Salesforce
11120977,Inactive Investor,Kieric Wilcox,,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",kieric.wilcox@ampf.com,,Salesforce
4229821,,Anthony Palmer,,,tonypalmer1907@sky.com,07828764065,Web Form Fillout
36812,,Sarah Davis,Financial Consultant,Thrivent Investment Management Inc.,sarah.davis@thrivent.com,561-622-9958,
205957,,Rhidoi Krishnakumar,,[Unknown],rhidoi@yahoo.com.sg,,source
10869531,Inactive Investor,Gary Coon,Chief Compliance Officer;Chief Operating Officer;Director;Senior Client Service Advisor,"Finer Wealth Management, Inc.",gary.coon@finer.com,,Salesforce
11107347,Inactive Investor,Edward Brill,,Alpine Securities Corporation Paradise Valley AZ 7170 E McDonald Dr,ebrill@alpine-securities.com,,Salesforce
10765040,Inactive Investor,Rita Macquarrie,,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,rita.macquarrie@morganstanley.com,,Salesforce
10901061,Inactive Investor,Peter Buchanan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11042103,Inactive Investor,Virginia Mohn,Financial Advisor,Edward Jones Mechanicsville VA 8101 Vanguard Dr,virginia.mohn@edwardjones.com,,Salesforce
11143176,Inactive Investor,Shapleigh Smith,,Citigroup Global Markets Inc.,shapleigh.smith@citi.com,,Salesforce
11142278,Inactive Investor,Joseph Latona,Financial Advisor,LPL Financial LLC Manchester NH 21 College Rd,joseph.latona@lpl.com,,Salesforce
10817020,Inactive Investor,John Stovall,,"Avantax Investment Services, Inc. Clifton TX Private Residence",,,Salesforce
10836308,Inactive Investor,Noel Cooper,Co-Founder;Founder;Managing Director;Managing Partner,"Walled Lake Planning & Wealth Management, LLC",noel@walledlakewealth.com,,Salesforce
11203329,Inactive Investor,Jack Soderlund,President,"Compass Financial Planning, Inc.",,,Salesforce
11116664,Inactive Investor,Daniel Wigton,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",wigtond@stifel.com,,Salesforce
11149063,Inactive Investor,Miranda Bradshaw,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
9613653,,gogu gorica,,,gogugorica@gmail.com,,List import
10774242,Inactive Investor,Nicole Clark,Financial Advisor;Planning Director;Senior Portfolio Manager;Vice President,Morgan Stanley Omaha NE 13625 California St,nicole.clark@morganstanley.com,,Salesforce
348089,,Tim Liu,Managing Director,Center Gate Capital,tliu@centergatecapital.com,512-717-7100,Manual List Upload
10921927,Inactive Investor,Peter Kunisch,,"Osaic Wealth, Inc. Grand Junction CO 124 N 6th St",,,Salesforce
10814389,Inactive Investor,Margaret Jones,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Rutland VT 67 Merchants Row,margo.jones@ubs.com,,Salesforce
11091043,Inactive Investor,Nathan Leung,,"Cambridge Investment Research, Inc. Sacramento CA 2180 Harvard St",,,Salesforce
10757924,Inactive Investor,Stuart Whatley,,"Raymond James Financial Services, Inc. Birmingham AL 2 20th St N",warren.whatley@raymondjames.com,,Salesforce
11093196,Inactive Investor,Michael Mcgeoghan,,"MML Investors Services, LLC",,,Salesforce
11208031,Inactive Investor,James Sorce,,Park Avenue Securities LLC Sparta NJ 46 Main St,james_sorce@glic.com,,Salesforce
11068710,Inactive Investor,Devika Kamboh,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Sohum Financial Planning, LLC",devika@sohumfinancialplanning.com,,Salesforce
11217182,,Jon Morgan,,,jmorgan@lincolninvestment.com,,Other
10843232,Inactive Investor,John Sinak,,ADK Wealth Advisory Group Lake Saint Louis MO 1301 Hrc Plaza Dr,,,Salesforce
10913382,Inactive Investor,Wayne Pipkorn,,"Avantax Investment Services, Inc. Cedarburg WI Private Residence",,,Salesforce
9625260,,Dominic Sheppard,,,602crackberry@gmail.com,,List import
10871101,Inactive Investor,Timothy Sickler,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Denver CO 44 Cook St",,,Salesforce
10931407,Inactive Investor,Matthew McQuinn,,"FBL Marketing Services, LLC Kokomo IN 3505 S Lafountain St",matthew.mcquinn@fblfinancial.com,,Salesforce
11192642,Inactive Investor,Aaron Turner,Owner,Aaron Geoffrey Turner,aaron@aaronturnercpa.com,,Salesforce
188849,,Wayne Niles,Advisor,"MML Investors Services, LLC",wniles@financialguide.com,614-408-1821,
10487017,,Derik Anderson,,J.P. Morgan Securities LLC,derik.anderson@jpmorgan.com,,List Import
10915381,Inactive Investor,Les Jepsen,President,Jepsen Financial,,,Salesforce
10876079,Inactive Investor,Joshua Chapman,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence KS 3220 Mesa Way",joshua.chapman@ampf.com,,Salesforce
55910,,Kirk Kinsman,Advisor,"MML Investors Services, LLC",kkinsman@financialguide.com,352-371-7638,
9563300,,Joshua Herman,,,hermanholdings@gmail.com,,List import
11052870,Inactive Investor,Angel Valle Rangel,Senior Vice President - Investments,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,angel.valle@ubs.com,,Salesforce
9584371,,Andrew Messinger,,,andrew.messinger@magnitudecapital.com,,List import
11052746,Inactive Investor,Tracy Wilson,Investment Advisor,Fisher Investments,,,Salesforce
10966114,Inactive Investor,Min Zha,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",,,Salesforce
43974,,Kevin Clasen,,"MML Investors Services, LLC",kclasen@massmutual.com,317-469-9999,
11136158,Inactive Investor,William Guinn,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9572554,,Luke Byrnes,,,lbyrnes@maltesecap.com,,List import
11077719,Inactive Investor,Carlos Alzate,,J.P. Morgan Securities LLC Newburgh NY 201 Auto Park Pl,carlos.alzate@jpmorgan.com,,Salesforce
10947501,Inactive Investor,Seungjin Seok,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,sseok@ft.newyorklife.com,,Salesforce
10963338,Inactive Investor,Hien Huynh,Financial Coach;Financial Planner;Investment Advisor,PlanMember Securities Corporation San Juan Capistrano CA 32302 Camino Capistrano,hien@planmembersec.com,,Salesforce
9577223,,Brent Anderson,,,banderson@rgtadvisors.com,,List import
10773066,Inactive Investor,Craig Halliday,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Columbus OH 1 Easton Oval",craig.halliday@wellsfargoadvisors.com,,Salesforce
10974141,Inactive Investor,Geoffrey Darmstaedter,,Country Capital Management Company,geoffrey.darmstaedter@countryfinancial.com,,Salesforce
11064304,Inactive Investor,Rebecca Alderfer,Senior Client Service Associate,Morgan Stanley Berwyn PA 899 Cassatt Rd,,,Salesforce
233259,, -,,[[Unknown]],julien_gz@hotmail.com,,
10895592,Inactive Investor,Keith Reyes,Managing Director,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",keith.reyes@nm.com,,Salesforce
11162758,Inactive Investor,Nicholas Marcuccilli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nicholas.marcuccilli@ml.com,,Salesforce
10897990,Inactive Investor,Virginia Johnson,Financial Advisor,Edward Jones Saint Simons Island GA 219 Edwards Plz,ginny.johnson@edwardjones.com,,Salesforce
11078282,Inactive Investor,Andrew Wraspir,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",andrew.wraspir@nm.com,,Salesforce
11223192,,Philip Boncaldo,,,philip@compasscapital.co,,List Import
9573346,,Camille Hayek,,,chayek@dynamicfunds.com,,List import
344202,,Wilson Ren,Senior Associate,"Hammond, Kennedy, Whitney & Company, Inc.",wr@hkwinc.com,317-574-6900,Manual List Upload
10894298,Inactive Investor,Shawn Rohrig,,LPL Financial LLC Wheeling WV 1031 National Rd,shawn.rohrig@lpl.com,,Salesforce
10808408,Inactive Investor,Matthew Dann,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",matthew.dann@wellsfargoadvisors.com,,Salesforce
10803059,Inactive Investor,Natalie Kott,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,natalie.errichiello@ubs.com,,Salesforce
227595,, -,,[[Unknown]],jrmitchum@hotmail.com,,Organic Search
10606502,,Marc Green,"Senior Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,marc.green@ubs.com,212-713-7814,List Import
10895122,Inactive Investor,Sydney Berner,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Redmond WA 8862 161st Ave NE",,,Salesforce
10974578,Inactive Investor,John Clarke,Financial Advisor;Member;Owner,Savant Wealth Management Middleton WI 8401 Greenway Blvd,jclarke@savantwealth.com,,Salesforce
10902358,Inactive Investor,Daniel Maydwell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hanover NH 63 S Main St",daniel.maydwell@ml.com,,Salesforce
11090658,Inactive Investor,Christopher Golini,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",christopher.golini@wellsfargoadvisors.com,,Salesforce
11198994,Inactive Investor,Anna Ballate,,Citigroup Global Markets Inc.,,,Salesforce
10796142,Inactive Investor,William Borden,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,bill.borden@ubs.com,,Salesforce
249211,,Sanjay Arora,,Raymond James Financial Inc,sanjay.arora@raymondjames.com,,Manual List Upload
10818395,Inactive Investor,Ahmiel Baum,Chief Compliance Officer;Chief Executive Officer;Founder,Interchange Capital Partners,ahmie.baum@interchangecp.com,,Salesforce
10865168,Inactive Investor,Kris Stevenson,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Layton UT 1133 N Main St",kris.stevenson@tfaconnect.com,,Salesforce
11038438,Inactive Investor,Jordan Layacan,,J.P. Morgan Securities LLC Seattle WA 520 NE Northgate Way,jordan.layacan@jpmorgan.com,,Salesforce
11078691,Inactive Investor,Daniel Sano,Executive Director,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,daniel.x.sano@jpmorgan.com,,Salesforce
10802684,Inactive Investor,Todd Roth,Financial Advisor;First Vice President,Morgan Stanley Philadelphia PA 1650 Market St,todd.roth@morganstanley.com,,Salesforce
9620343,,Geishaa Caesar,,,gee999@protonmail.com,,List import
10780739,Inactive Investor,Nicolas Bicking,Senior Vice President,D.A. Davidson & Co. Powell OH 3773 Attucks Dr,nbicking@dadco.com,,Salesforce
10764596,Inactive Investor,James Barry,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",jbarry2@ml.com,,Salesforce
10903576,Inactive Investor,Sharon Way,Financial Advisor;Financial Professional,"Voya Financial Advisors, Inc. Montgomery IL Private Residence",sharon.way@voyafa.com,,Salesforce
11012485,Inactive Investor,Rene Williams,,"Farmers Financial Solutions, LLC Malibu CA 22837 Pacific Coast Hwy",rwilliams@farmersagent.com,,Salesforce
10959894,Inactive Investor,Joseph Vasquez,,Cetera Investment Services LLC Corpus Christi TX 5350 S Staples St,joseph.vasquez@ceterais.com,,Salesforce
11145921,Inactive Investor,Regina Susa,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. San Francisco CA 1 California St",,,Salesforce
9642417,,Aaron Dolberg,,,peak2h@yahoo.com,,List import
11203902,Inactive Investor,Regina Pollack,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10805263,Inactive Investor,Bernard Heigl,,The Huntington Investment Company Beaver PA Private Residence,bernard.heigl@huntington.com,,Salesforce
11111046,Inactive Investor,Johnny Castaneda,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Salinas CA 36 Quail Run Cir",,,Salesforce
10792249,Inactive Investor,Jorie Johnson,Chief Compliance Officer;Financial Advisor;President,Financial Futures Manasquan NJ 2520 Hwy 35,,,Salesforce
11181985,Inactive Investor,Jeffrey Filoon,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,jfiloon@ft.newyorklife.com,,Salesforce
248178,,Fan Mo,Corporate Finance Associate,Hearst,nicholas.mo.128@gmail.com,,Manual List Upload
10895894,Inactive Investor,Debbie Perks,,Fidelity Brokerage Services LLC,debbie.perks@fidelity.com,,Salesforce
11038332,Inactive Investor,Noha Elshahed,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,noha.elshahed@morganstanley.com,,Salesforce
10613871,,Luiz Dos Santos,"Financial Advisor, Senior Vice President",,luiz.dossantos@ubs.com,,List Import
10876965,Inactive Investor,Stephen Kirk,Financial Advisor,Edward Jones Mcconnelsville OH 48 W Main St,stephen.kirk@edwardjones.com,,Salesforce
4551132,,yut dara,,,pekej51742@3mkz.com,,Web Form Fillout
11141107,Inactive Investor,Alfred Hammond,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;Institutional Consulting Director;Senior Vice Presid,Morgan Stanley Middleton MA 35 Village Rd,alfred.j.hammond@morganstanley.com,,Salesforce
10880187,Inactive Investor,Tracey Childress,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
11137680,Inactive Investor,Allan Zachariah,Co-Chairman;Co-Chief Executive Officer,Pathstone Atlanta GA 3344 Peachtree Rd NE,azachariah@pathstone.com,,Salesforce
11107262,Inactive Investor,Bill Barba,,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",bill.barba@equitable.com,,Salesforce
9564198,,David Linnard,,,dcl@linnardfinancial.com,,List import
9556968,,Jennifer Morales,,,jennifer.morales@valic.com,,List import
10847122,Inactive Investor,Ryan Rouille,Financial Services Professional,"MML Investors Services, LLC Atlanta GA 5555 Glenridge Connector",rrouille@massmutual.com,,Salesforce
8480483,,J. Michael Bresnahan,,Foley & Lardner LLP,jbresnahan@foley.com,(312) 832-4353,List Import
10615458,,Frank Laezza,"Executive Director, Financial Advisor",,frank.laezza@morganstanley.com,,List Import
10952700,Inactive Investor,Abraham Rosenberg,Financial Advisor,"Citizens Securities, Inc. Newport RI 8 Washington Sq",abraham.rosenberg@citizenssecurities.com,,Salesforce
10838716,Inactive Investor,Stephen James,,"Concourse Financial Group Securities, Inc. Metairie LA 3351 Severn Ave",stephen.james@concoursefinancial.com,,Salesforce
9558524,,Richard Peterson,,,rcp@ntrs.com,,List import
10981620,Inactive Investor,Andrea Brannon,Financial Advisor;Regulatory Contact,CYR Financial Inc.,andrea@cyrfinancial.net,,Salesforce
10985207,Inactive Investor,Jeanne Teets,Relationship Manager,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
11109789,Inactive Investor,Gordon Brant,,"FBL Marketing Services, LLC Creston IA 206 N Elm St",gordon.brant@fbfs.com,,Salesforce
10931330,Inactive Investor,Garrett Spegar,,State Farm VP Management Corp. Richardson TX 1415 State St,garrett.spegar.ppul@statefarm.com,,Salesforce
11080774,Inactive Investor,Carmen Garcia Sevillano,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
11180872,Inactive Investor,David Graff,,"InSight Securities, Inc.",dgraff@insightamericas.net,,Salesforce
9559600,,Michael Schwartz,,,michael@socalipartners.com,,List import
10785670,Inactive Investor,Aleksandr Leybengrub,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,alexander.x.leybengrub@us.hsbc.com,,Salesforce
10925607,Inactive Investor,Jordan Burnett,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
213553,,Roman Tivyan,,[Unknown],tivyan@gmail.com,,
154512,,John Simons,,[Unknown],simonsezjohn@gmail.com,,
8728569,,omar almustafa,,,omar2002almustafa@gmail.com,,Web form fillout
10769304,Inactive Investor,Tabitha Sjoberg,,PFS Investments Inc. Chesaning MI 139 S Saginaw St,tabitha.sjoberg@primerica.com,,Salesforce
10614201,,Roger Hall,Financial Advisor,,roger.l.hall@wellsfargoadvisors.com,,List Import
10755359,Inactive Investor,Tony Harvey,Financial Advisor;Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,tony.harvey@ubs.com,,Salesforce
11102306,Inactive Investor,Brian Coffing,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",brian.coffing@ml.com,,Salesforce
10940981,Inactive Investor,West Cohan,Chief Investment Officer;Co-Chief Investment Officer;Wealth Manager,InvestLinc Wealth Services,wcohan@investlincadvisors.com,,Salesforce
10817575,Inactive Investor,Ryan Elder,,Cetera Investment Services LLC Houston TX 5433 Westheimer Rd,ryan.elder@ceterais.com,,Salesforce
1003392,Inactive Investor,Tim Rowe,,Amundi Smith Breeden,trowe@smithbreeden.com,,3rd Party Lead Gen
7111633,,Dean Van Nest,,,dean@vannest.com,,Web Form Fillout
10947480,Inactive Investor,Erin Kreiger,,"U.S. Bancorp Investments, Inc. Parma OH Private Residence",erin.powers@usbank.com,,Salesforce
10912024,Inactive Investor,Sandra Acosta Kaasbell,Financial Planning Consultant,"Raymond James & Associates, Inc. Atlanta GA 2839 Paces Ferry Rd SE",sandra.acosta-kaasbell@raymondjames.com,,Salesforce
11045686,Inactive Investor,Myron Kwong,,J.P. Morgan Securities LLC Las Vegas NV 1980 Festival Plaza Dr,myron.kwong@jpmorgan.com,,Salesforce
10886834,Inactive Investor,Justin Willmott,Financial Professional,"MML Investors Services, LLC Lakeville MN Private Residence",jwillmott@massmutual.com,,Salesforce
9540797,,Mattan Erder,,Orbs Ltd.,mattan@orbs.com,,3rd Party Lead Gen
11014366,Inactive Investor,Lisena Gocaj,Client Service Associate,Citigroup Global Markets Inc. New York NY 660 5th Ave,,,Salesforce
9570705,,Roger Ramirez,,,rramirez@sigmarep.com,,List import
5740209,,Marry Shares,,,sherriesnake@uma3.be,,Web Form Fillout
10644026,,Anthony Sendra,,,anthony.sendra@guggenheimfunds.com,,List Import
9915363,,Sharon Williams,,,sharontwilliams08@gmail.com,,Web Form Fillout
11140405,Inactive Investor,Valerie Hernandez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10904783,Inactive Investor,Robert Swindle,Financial Representative,Park Avenue Securities LLC Summerville SC 136 W Richardson Ave,,,Salesforce
9579789,,Renee Kapanke,,,renee.kapanke@53.com,,List import
11165083,Inactive Investor,Timothy Miller,,LPL Financial LLC Quincy IL 3740 E Lake Ctr,timothy.miller@lpl.com,,Salesforce
10986534,Inactive Investor,Michelle Myers,,"Sauer, Dazey Investment Company",,,Salesforce
11102605,Inactive Investor,Brendan Bennet,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,bbennet@primerica.com,,Salesforce
9644170,,Jessica Gu,,,googie1122@hotmail.com,,List import
10943828,Inactive Investor,Carissa Engles,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11046713,Inactive Investor,Arya Naim,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,arya.naim@morganstanley.com,,Salesforce
10814167,Inactive Investor,Daniel Klein,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",danny.klein@wellsfargoadvisors.com,,Salesforce
10897104,Inactive Investor,Christopher Schank,Financial Advisor,Wealthcare Advisory Partners LLC Horsham PA 200 Gibraltar Rd,,,Salesforce
11062916,Inactive Investor,John Jewell,,"Farmers Financial Solutions, LLC Tucson AZ 5442 E 5th St",jjewell@farmersagent.com,,Salesforce
9552188,,Tim Lefever,,,timl@avoncap.com,,List import
10871519,Inactive Investor,Zamira Sanchez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sparta NJ 13 Main St",zamira.sanchez@ml.com,,Salesforce
11163712,Inactive Investor,Justyn Pompey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10948450,Inactive Investor,Jenna Yezovich,Client Assistant,Robert W. Baird & Co. Incorporated Greensburg PA 540 Pellis Rd,jyezovich@rwbaird.com,,Salesforce
10618762,,Andrew Farinelli,,,afarinelli@embreefinancial.com,,List Import
9621497,,Thomas Tranfaglia,,,ttranfa228@aol.com,,List import
11010033,Inactive Investor,Taleesha Bates,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,taleesha.bates@primerica.com,,Salesforce
11122611,Inactive Investor,Michael Debellis,Financial Advisor,Edward Jones Jacksonville FL 12443 San Jose Blvd,michael.debellis@edwardjones.com,,Salesforce
11235554,Inactive Investor,Andrew Leahy,Chief Compliance Officer;Director;Regulatory Contact,"Ascend Interplay, LLC",al@ascend.fo,,Salesforce
216947,,larry wilbur,,[Unknown],larry.wilbur@ceterafs.com,,Event
11132799,Inactive Investor,Marissa Archer,Financial Advisor,Edward Jones Paris TX 3305 NE Loop 286,marissa.archer@edwardjones.com,,Salesforce
10510443,,Mark Alevizos,Advisor,"WealthSpring Advisors, LLC",mark.alevizos@wealthspringadvisors.com,,List Import
10925757,Inactive Investor,Elliott Jones,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",elliott.jones@raymondjames.com,,Salesforce
10488036,,Mark Hasbani,Chief Compliance Officer,Crow Holdings Capital,mhasbani@crowholdings.com,,List Import
10873207,Inactive Investor,Paul Tews,,"Regulus Financial Group, LLC Cedarburg WI W67N222 Evergreen Blvd",,,Salesforce
10619957,,Craig Bolanos,,,craig.bolanos@investwithwmg.com,,List Import
10940110,Inactive Investor,William Barron,,McNally Financial Services Corporation,,,Salesforce
9572229,,David Einhorn,,,david@greenlightcapital.com,,List import
10783433,Inactive Investor,Todd Lefevre,,B. Riley Wealth Management Palatine IL 625 N North Ct,tlefevre@brileywealth.com,,Salesforce
11194457,Inactive Investor,Joshua Tucker,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,josh.tucker.rl8m@statefarm.com,,Salesforce
11194608,Inactive Investor,Vincent Dipietro,Advisor,L.M. Kohn & Company Centerville OH Private Residence,,,Salesforce
11093439,Inactive Investor,Antonio Aguiar,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,ajaguiar@ft.newyorklife.com,,Salesforce
10958397,Inactive Investor,Warren Nastivar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,warren_nastivar@vanguard.com,,Salesforce
11209139,Inactive Investor,Douglas Geraghty,Chief Compliance Officer,Flagstar Advisors,douglas.geraghty@flagstar.com,,Salesforce
10792878,Inactive Investor,Florencio Sandoval,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 1130 Bellevue Way NE",floyd.sandoval@wellsfargo.com,,Salesforce
11210916,Inactive Investor,Kathleen Kerns,,"U.S. Bancorp Investments, Inc. Denver CO 12340 W Alameda Pkwy",,,Salesforce
11107231,Inactive Investor,Francis Clement,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",stevie.hagen@nm.com,,Salesforce
9596593,,Jeremy Sagi,,,jsagi@arenaca.com,,List import
10756030,Inactive Investor,Amy Werstak,Wealth Management Associate,Morgan Stanley Boston MA 28 State St,amy.werstak@morganstanley.com,,Salesforce
9632349,,Luis Ferreira,,EFG Capital,luis.ferreira@efgcapital.com,,List import
11030042,Inactive Investor,David Chao,,"RBC Capital Markets, LLC",,,Salesforce
10948433,Inactive Investor,Hunter Creasey,,"Raymond James Financial Services, Inc. Hamilton TX 110 N Bell St",hunter.creasey@raymondjames.com,,Salesforce
11042213,Inactive Investor,Richard Tropea,Senior Vice President - Investments,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",richard.tropea@raymondjames.com,,Salesforce
11232480,Inactive Investor,Patricia Garcia,,PFS Investments Inc. Montclair CA 5405 Arrow Hwy,,,Salesforce
11141227,Inactive Investor,Joseph Garrity,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Pawleys Island SC 227 Business Center Dr",joseph.a.garrity@wellsfargoadvisors.com,,Salesforce
11053196,Inactive Investor,Parker Allen,Chief Compliance Officer;Financial Advisor,Warren Capital Group,parker@warcap.com,,Salesforce
10955637,Inactive Investor,Jialiang Bi-Masterson,,"Wells Fargo Clearing Services, LLC Westchester IL 11000 31st St",jialiang.bi-masterson@wellsfargo.com,,Salesforce
9601377,,Donna Kline,,,dkline@hbksorce.com,,List import
11072609,Inactive Investor,Jeffrey Robinson,,"Sanctuary Securities, Inc. Springfield MO 1650 S Enterprise Ave",jrobinson@sanctuarywealth.com,,Salesforce
338856,,Kenneth Iv,Senior Associate,"Five Points Capital, Inc.",kclark@fivepointscapital.com,336-733-0350,Manual List Upload
9604323,,reg southee,,,reg.southee@nbpcd.com,,List import
10936150,Inactive Investor,Regina Heller,Financial Advisor,Edward Jones Sparta IL 714 S Saint Louis St,regina.heller@edwardjones.com,,Salesforce
11111502,Inactive Investor,Matthew Shannahan,Financial Advisor,LPL Financial LLC Eagle ID 1259 E Winding Creek Dr,matthew.shannahan@lpl.com,,Salesforce
9605649,,Emre Sahinler,,,emreesahinler@gmail.com,,List import
10916941,Inactive Investor,Rigoberto Munoz,,PFS Investments Inc. Glendale CA 750 Fairmont Ave,rigoberto.munoz@primerica.com,,Salesforce
9568524,,Kyla Sison,,,sisonkyla0@gmail.com,,List import
198935,,Ann -,,[Unknown],ann@tleefamily.com,,product
9640970,,Kevin O?Brien,,,postingsob1@yahoo.com,,List import
10852883,Inactive Investor,Robert Mazur,,"Wells Fargo Clearing Services, LLC Phoenix AZ 15825 S Desert Foothills Pkwy",,,Salesforce
11052003,Inactive Investor,James Fritz,Vice President,J.P. Morgan Securities LLC Fort Lauderdale FL 201 E Las Olas Blvd,jim.fritz@jpmorgan.com,,Salesforce
228276,, -,,[[Unknown]],joe@diversifiedenergyspecialists.com,,Organic Search
11207116,Inactive Investor,Dean Dignoti,Financial Advisor,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",dean.dignoti@equitable.com,,Salesforce
11123308,Inactive Investor,Sarah Motto,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10824452,Inactive Investor,Christian Virelli,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Lisle IL 4225 Naperville Rd,christian.virelli@morganstanley.com,,Salesforce
11093343,Inactive Investor,James Ivey,Financial Advisor,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,bivey@rwbaird.com,,Salesforce
6550694,,Rokan miah,,,rokanmiah711@gmail.com,,Web Form Fillout
11136804,Inactive Investor,Martha Smith,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,marthak.smith@ncsecu.org,,Salesforce
10954772,Inactive Investor,Craig Williamson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10956449,Inactive Investor,Antonio Smith,,Edward Jones West Palm Beach FL Private Residence,,,Salesforce
10904775,Inactive Investor,Natallia Batsukova,,Davenport & Company LLC,nbatsukova@investdavenport.com,,Salesforce
11035953,Inactive Investor,Jeffrey Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 1000 Germantown Pike",jeffrey.smith@ampf.com,,Salesforce
10799802,Inactive Investor,Eddie Carnathan,,Cetera Investment Services LLC Grenada MS 2000 Gateway St,ed.carnathan@ceterafs.com,,Salesforce
10593714,,Yo Sparrowgrove,"Complex Product Manager, ETP",Ameriprise,yo.c.sparrowgrove@ampf.com,,List import
11186910,Inactive Investor,Thomas Deacon,,PFS Investments Inc. Johnston RI 1404 Atwood Ave,thomas.deacon@primerica.com,,Salesforce
11158862,Inactive Investor,Maria-Isabel Torres-Ullauri,Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,isabel.torres-ullauri@morganstanley.com,,Salesforce
9615559,,Neil Dorman,,,neildorman23@gmail.com,,List import
11184065,Inactive Investor,Ethel Treister,,Cetera Financial Specialists LLC Silver Spring MD 10310 Greenacres Dr,ethel.treister@ceterafs.com,,Salesforce
10990634,Inactive Investor,Jeanne Sarandrea,,PFS Investments Inc. Wixom MI 28221 Beck Rd,,,Salesforce
11054146,Inactive Investor,Christian Wimmer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11175804,Inactive Investor,Carla Hauser,,"Raymond James Financial Services, Inc. North Wilkesboro NC 100 9th St",carla.cookseyhauser@raymondjames.com,,Salesforce
11073944,Inactive Investor,Jevaughn Reid,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10774025,Inactive Investor,Thomas Revelle,,"Avantax Investment Services, Inc. Makawao HI 40 Kupaoa St",,,Salesforce
10955951,Inactive Investor,Adrienne Speller,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,adrienne.speller@fmr.com,,Salesforce
10842250,Inactive Investor,Jennifer Rodriguez,Practice Manager,"Ameriprise Financial Services, LLC Concord NH 210 N State St",jen.rodriguez@ampf.com,,Salesforce
242274,,Mark Schuman,,S&S Management,mschuman@ssmgt.com,,
10848597,Inactive Investor,Robert Torrington,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",rob.torrington@raymondjames.com,,Salesforce
11052510,Inactive Investor,Paul Principale,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
11005369,Inactive Investor,Benjamin Zimbel,Financial Advisor,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9615183,,Vincent Jow,,,vincent.jow@gmail.com,,List import
10753051,Inactive Investor,Steven Bayardelle,Financial Advisor,"Raymond James & Associates, Inc. New Hyde Park NY 3333 New Hyde Park Rd",steve.bayardelle@raymondjames.com,,Salesforce
10986433,Inactive Investor,Nicholas Glaeser,,State Farm VP Management Corp. Richardson TX 1415 State St,nick.glaeser.pyd2@statefarm.com,,Salesforce
339780,,William Henry,Ic Member,"Centeroak Adviser, L.p.",bhenry@centeroakpartners.com,214-301-4201,Manual List Upload
10865826,Inactive Investor,Jodi Brown,,State Farm VP Management Corp. Peoria IL 606 W Glen Ave,,,Salesforce
10946038,Inactive Investor,Tyler Hickernell,,Edward Jones Asheboro NC 211 Worth St,,,Salesforce
11082972,Inactive Investor,Elizabeth Waters,,Commonwealth Financial Network Athens GA 1160 S Milledge Ave,ewaters@commonwealth.com,,Salesforce
10940543,Inactive Investor,Logan Fackrell,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,,,Salesforce
11207881,Inactive Investor,Darshan Panwala,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11238320,Inactive Investor,Evan Stout,,"Financial Plans & Strategies, Inc.",evan@finplans.com,,Salesforce
11056638,Inactive Investor,Cammie Banks,Investment Advisor Representative,"Osaic Wealth, Inc. Middleton WI 8500 Greenway Blvd",,,Salesforce
9560688,,Ian Moreau,,,ijmoreau@gmail.com,,List import
9584076,,Kent Schutte,,,kents@tsainvest.com,,List import
10866738,Inactive Investor,Anthony Bianco,,J.P. Morgan Securities LLC Oakland Gardens NY 21516 73rd Ave,anthony.j.bianco@jpmorgan.com,,Salesforce
9607564,,Liam Gallagher,,,mrfuciux@hotmail.com,,List import
10770703,Inactive Investor,Colby Murphy,,"Truist Investment Services, Inc. Virginia Beach VA 948 Laskin Rd",colby.murphy@truist.com,,Salesforce
11091889,Inactive Investor,Gregory Rosc,,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,gregory.rosc@jpmorgan.com,,Salesforce
111033,,Ashleymae Roy,,I don’t have one,ashleymae2001@gmail.com,6512706707,
10788641,Inactive Investor,Timothy Wright,,"CFD Investments, Inc. London OH Private Residence",tim.wright@cfdinvestments.com,,Salesforce
10792399,Inactive Investor,Phillip Kaplan,Director - Wealth Management;Managing Director,J.P. Morgan Securities LLC Del Mar CA 2770 Via De La Valle Ln,phillip.kaplan@jpmorgan.com,,Salesforce
9616498,,JASON CHRISTENSEN,,,jasoncchristensen@yahoo.com,,List import
10766617,Inactive Investor,Michael Jones,Board Member;President,"Argent Advisors, Inc. Ruston LA 500 E Reynolds Dr",mjones@argentmoney.com,,Salesforce
10817593,Inactive Investor,Elchin Bagirov,Complex Manager;Executive Director,Morgan Stanley Frederick MD 30 W Patrick St,elchin.bagirov@morganstanley.com,,Salesforce
9635209,,Rose Engler,,,rose.engler@provider-financial.com,,List import
332822,,Mike McIntosh,Director of Investments,[Unknown],mmcintosh@ieqcapital.com,,
11220507,,Paul Krepinski,,,paul.krepinski@empower.com,,Other
9644163,,Darren Sivertsen,,,darren.sivertsen@gmail.com,,List import
9642205,,Adam Rodan,,,adamr321@gmail.com,,List import
9552046,,kk aa,,,holdbitcion@gmail.com,,List import
347920,,Erin Powers-Westendorf,,"SunTrust Advisory Services, Inc.",erin.powers@suntrust.com,239-598-0362,
10979205,Inactive Investor,Jessica Loughnane,,Cetera Advisors LLC Lynn MA 583 Chestnut St,,,Salesforce
10963555,Inactive Investor,Carson Creek,,"Raymond James Financial Services, Inc.",carson.creek@raymondjames.com,,Salesforce
6300100,,Robt Smith,,,sonifon592@minterp.com,,Web Form Fillout
9648149,,Candace Duncan,,,cduncan80@yahoo.com,,List import
10867579,Inactive Investor,Paul Gnall,,State Farm VP Management Corp. Brunswick OH 4336 Grafton Rd,paul.gnall.m3zz@statefarm.com,,Salesforce
10989479,Inactive Investor,Kaiser Rahman,,J.P. Morgan Securities LLC Los Angeles CA 5445 Hollywood Blvd,kaiser.x.rahman@jpmorgan.com,,Salesforce
9628294,,Gabriela Miutescu,,,gabriela.miutescu@raymondjames.com,,List import
10947772,Inactive Investor,Owen Pasvogel,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
11113331,Inactive Investor,Jai James,,"Kestra Investment Services, LLC Bethesda MD 6500 Rock Spring Dr",,,Salesforce
10821969,Inactive Investor,Larry Hughes,,"American Portfolios Financial Services, Inc. Brooklyn NY 122 Ashland Pl",lhughes@americanportfolios.com,,Salesforce
11067978,Inactive Investor,Wayne Bell-Warren,Chief Compliance Officer;Director - Client Experience;Investment Advisor Representative,Gainplan LLC,,,Salesforce
10818749,Inactive Investor,George Farra,Principal,Woodley Farra,gfarra@woodleyfarra.com,,Salesforce
11117942,Inactive Investor,Davis Bottemiller,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,davis.bottemiller@fmr.com,,Salesforce
10783253,Inactive Investor,Robert Graham,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",robertgraham@schwab.com,,Salesforce
10973276,Inactive Investor,Steven Chang,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,steven_chang@vanguard.com,,Salesforce
11094447,Inactive Investor,Patrick Jarvis,,"MML Investors Services, LLC Tampa FL Private Residence",pjarvis@massmutual.com,,Salesforce
10945508,Inactive Investor,John Jordan,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10981036,Inactive Investor,Dustin Brown,Senior Fiduciary Officer,"Oxford Financial Group, Ltd",dbrown@ofgltd.com,,Salesforce
11132422,Inactive Investor,Samantha Cherf,,Goldman Sachs & Co. Troy MI 1301 W Long Lake Rd,,,Salesforce
11028502,Inactive Investor,Maxwell Prentis,Financial Advisor,"Ameriprise Financial Services, LLC Powell OH 90 Hidden Ravines Dr",maxwell.prentis@ampf.com,,Salesforce
9554385,,Logan Frank,,,lgiovannotto1@yahoo.com,,List import
11218855,,Donald Webbe,,,dwebbe@amerivetsecurities.com,,Other
11078934,Inactive Investor,Glenn Rohrbach,,"Osaic Wealth, Inc. Elyria OH Private Residence",,,Salesforce
11180480,Inactive Investor,Robert Klein,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,rdklein@rwbaird.com,,Salesforce
9608222,,Arvind Naithani,,,naithani567@gmail.com,,List import
11124089,Inactive Investor,Luis Rosario,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,luis.rosario@opco.com,,Salesforce
11185144,Inactive Investor,Gregory Rollo,Financial Advisor,Edward Jones Leander TX 1908 S Bagdad Rd,greg.rollo@edwardjones.com,,Salesforce
10398582,,Gerald Ducharme,,,bigdeuy9@gmail.com,,Web Form Fillout
10828944,Inactive Investor,William Ballesteros,,"Parkland Securities, LLC Los Osos CA Private Residence",wballesteros@parklandrep.com,,Salesforce
11172862,Inactive Investor,Maria Tuso,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Altamonte Springs FL 1030 Montgomery Rd",maria.tuso@wellsfargo.com,,Salesforce
11106706,Inactive Investor,Daniel Newman,Chief Compliance Officer;Partner,Noble Wealth Management P.B.C.,daniel@mynoblewealth.com,,Salesforce
10656109,,Joshua Sands,,,jsands@levelfouradvisors.com,,List import
10759297,Inactive Investor,David Price,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",david_d_price@ml.com,,Salesforce
9633763,,Terrance Scheele,,,scheeletj@gmail.com,,List import
10857349,Inactive Investor,Celeste Buccino,,PFS Investments Inc. Englewood Cliffs NJ 560 Sylvan Ave,celeste.buccino@primerica.com,,Salesforce
10962820,Inactive Investor,Michael Rickett,Financial Advisor,"Gateway Wealth Partners, LLC Glastonbury CT 455 Winding Brook Dr",michael.rickett@mygfpartner.com,,Salesforce
10487462,,Lisa Calloway,,"Cambridge Investment Research Advisors, Inc.",lmchu93@yahoo.com,,List Import
11089603,Inactive Investor,Susan Rogers,Senior Vice President,"City National Securities, Inc. Washington DC 2001 M St NW",susan.rogers@cnb.com,,Salesforce
10975045,Inactive Investor,Cindy Longstreth,,"Allstate Financial Services, LLC Santa Maria CA 125 E Stowell Rd",clongstreth@allstate.com,,Salesforce
10972723,Inactive Investor,Briana Rojas,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9577192,,Owen Rockett,,,rockettowen@gmail.com,,List import
9646290,,greg sutton,,,gs@cwoc.com,,List import
10777270,Inactive Investor,Timothy Brueggeman,Financial Advisor,"Wells Fargo Clearing Services, LLC Alton IL 112 Homer Adams Pkwy",timothy.brueggeman@wellsfargoadvisors.com,,Salesforce
11001712,Inactive Investor,Victor Cunha,,"Pruco Securities, LLC. Watchung NJ Private Residence",victor.cunha@prudential.com,,Salesforce
10824118,Inactive Investor,Brenda Mccombs,Chief Compliance Officer;Shareholder,Cordant Wealth Partners,brenda@cordantwealth.com,,Salesforce
10983977,Inactive Investor,Carmen Corona,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",ccorona@massmutual.com,,Salesforce
10866667,Inactive Investor,Hiedi Chinelly,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",hchinelly@financialguide.com,,Salesforce
11223091,,Brian Holzer,,,brian.holzer@morganstanley.com,,List Import
104309,,Keith Brockman,,"Signature Financial Partners, LLC",kbrockman@sfpfinancial.com,,
248442,,Joel Baldeon,Finance leader,Tec monterrey,jbaldeon@tec.mx,,Manual List Upload
10902564,Inactive Investor,Bobby Norman,,"Farmers Financial Solutions, LLC Roanoke VA 508 Gus W Nicks Blvd NE",,,Salesforce
351857,,Odalmis Gonzalez,,"Longpoint Realty Partners, Lp",gonzalez@longpointpg.com,617-861-9760,Manual List Upload
11082078,Inactive Investor,Brendan McPoyle,Financial Advisor;Partner;Representative;Wealth Manager,Princeton Global Asset Management LLC,brendan.mcpoyle@pgam-llc.com,,Salesforce
11101357,Inactive Investor,Edward Meek,Chief Executive Officer;Founder;Managing Member;Member,"Edge Financial Advisors, LLC Wheaton IL 1776A S Naperville Rd",ed@edgefa.com,,Salesforce
231745,,Selestina Misailegalu -,,Selestina Misailegalu [[Unknown]],smisailegalu@yahoo.com,,
11131155,Inactive Investor,Blake Greer,,"Concourse Financial Group Securities, Inc. Fulshear TX Private Residence",blake.greer@concoursefinancial.com,,Salesforce
10991990,Inactive Investor,Elizabeth Wiggs,,"Osaic Wealth, Inc. Bloomington IL 1410 Woodbine Rd",,,Salesforce
9543023,,David Carter,,,dcartermail@yahoo.com,,List import
11100456,Inactive Investor,Elizabeth Runde,Managing Member;President;Regulatory Contact,Runde & Co. LLC Seattle WA 1001 4th Ave,elizabeth@rundeinvestmentmanagement.com,,Salesforce
10961642,Inactive Investor,Jordan Covarelli,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11103226,Inactive Investor,Christopher Kilroy,Financial Advisor,Edward Jones Omaha NE 5139 Leavenworth St,chris.kilroy@edwardjones.com,,Salesforce
10845386,Inactive Investor,Mark Graber,Investment Advisor Representative,"Sound Income Strategies, LLC Red Oak IA Private Residence",,,Salesforce
10840837,Inactive Investor,Terry Parham,Chief Compliance Officer;Chief Financial Officer;Financial Planner;Managing Member,Innovative Wealth Building LLC,tp@innovativewealthbuilding.com,,Salesforce
11094154,Inactive Investor,Robert Shattuck,Financial Advisor,Thrivent Investment Management Inc. Berlin WI 141 W Huron St,,,Salesforce
10950006,Inactive Investor,Harry Downie,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,harry.downie@jpmorgan.com,,Salesforce
10838938,Inactive Investor,Erin Serrate,Founder;Member;Senior Wealth Strategist,Asio Capital LLC,eserrate@asiocapital.com,,Salesforce
9579457,,Daniel Babbev,,,danielbabbev@outlook.com,,List import
11169462,Inactive Investor,Leland Horrall,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",scott.horrall@ml.com,,Salesforce
10965555,Inactive Investor,Alireza Torabian,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",alireza.torabian@ml.com,,Salesforce
11101176,Inactive Investor,Alison Hammond,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",alison_hammond@ml.com,,Salesforce
11023501,Inactive Investor,Jasmin Ojendis,,J.P. Morgan Securities LLC Redwood City CA 1001 El Camino Real,jasmin.ojendis@jpmorgan.com,,Salesforce
9615097,,Ulf Nofelt,,,unconsulting@gmail.com,,List import
10991758,Inactive Investor,Cesar Estevez,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",cesar.estevez@nm.com,,Salesforce
11142653,Inactive Investor,Ronald Nolan,,"Equitable Advisors, LLC Montgomery TX Private Residence",ronald.nolan@equitable.com,,Salesforce
10952744,Inactive Investor,Malcolm Jews,,"Truist Investment Services, Inc. Rockville MD 1445 Research Blvd",,,Salesforce
10910209,Inactive Investor,James Hunter,,"Wells Fargo Advisors Financial Network, LLC Peachtree City GA 101 World Dr",lee.hunter@wfafinet.com,,Salesforce
10855382,Inactive Investor,Jeffrey Marinelli,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,jeffrey.marinelli@fidelity.com,,Salesforce
11151550,Inactive Investor,Taylor Jordan,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,taylor.jordan@fidelity.com,,Salesforce
11117181,Inactive Investor,Anthony Rodriguez,,PFS Investments Inc. Chantilly VA 4455 Brookfield Corporate Dr,anthony.rodriguez@primerica.com,,Salesforce
10795911,Inactive Investor,Lucia Binetti,,"Wells Fargo Clearing Services, LLC North Bergen NJ 7501 Broadway",lucia.binetti@wellsfargoadvisors.com,,Salesforce
10783666,Inactive Investor,Marcia Smith,Senior Vice President;Wealth Executive,Citigroup Global Markets Inc. San Francisco CA 451 Montgomery St,marcia.m.smith@citi.com,,Salesforce
11206688,Inactive Investor,Charles Bourne,Investment Portfolio Associate,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",davis.bourne@raymondjames.com,,Salesforce
10494383,,Gregory Schmitz,"Chief Compliance Officer, Chief Executive Officer, Founder, President","Copiam Wealth Management, LLC",gschmitz@copiamwealthmanagement.com,,List Import
9568759,,Kimberly Brackett,,,kimberly.brackett@fidelity.com,,List import
10896390,Inactive Investor,Anthony Santarpia,Managing Director,A.G.P / Alliance Global Partners New York NY 40 Wall St,asantarpia@allianceg.com,,Salesforce
235409,, -,,[[Unknown]],ablalock2015@gmail.com,,Advertising
11134204,Inactive Investor,Debra Blair,Senior Client Service Associate,Morgan Stanley Norwell MA 141 Longwater Dr,debra.blair@morganstanley.com,,Salesforce
10963016,Inactive Investor,Connor Schomig,Financial Advisor,Edward Jones Vernon Hills IL 10 W Phillip Rd,connor.schomig@edwardjones.com,,Salesforce
11106344,Inactive Investor,Peter Skaperdas,Financial Advisor;Private Wealth Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,peter.skaperdas@ubs.com,,Salesforce
11208265,Inactive Investor,James Ault,,"Trustmont Financial Group, Inc. Beaver Falls PA 110 Blackhawk Rd",,,Salesforce
11019914,Inactive Investor,Ryan Lynam,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",ryan.lynam@tdameritrade.com,,Salesforce
11142044,Inactive Investor,Donovan Zimmerman,,"Concourse Financial Group Securities, Inc. Scottsdale AZ 17905 N 81st Way",donovan.zimmerman@concoursefinancial.com,,Salesforce
10805193,Inactive Investor,John McGowan,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",john.mcgowan@rbc.com,,Salesforce
9579832,,Katie Merrihew,,,kmerrihew@centennialsec.com,,List import
11119832,Inactive Investor,Les Brackett,Senior Partner,"Equitable Advisors, LLC Panama City FL 430 W 5th St",les.brackett@equitable.com,,Salesforce
10958534,Inactive Investor,Austin Burcar,,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",austin.burcar@ml.com,,Salesforce
9548453,,Daniel Johnson,,,johnson.daniel@ntrs.com,,List import
10847387,Inactive Investor,Nikola Stojanovic,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",nikola.stojanovic@schwab.com,,Salesforce
11043114,Inactive Investor,Darren Lee,,J.P. Morgan Securities LLC Grayson GA 1870 Grayson Hwy,darren.lee@jpmorgan.com,,Salesforce
9570503,,Tyler McCullers,,,tyler.mccullers9@gmail.com,,List import
10910928,Inactive Investor,Coby Baker,,"Raymond James Financial Services, Inc. Prescott AZ 401 Whipple St",,,Salesforce
11168050,Inactive Investor,Aaron Hardin,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,,,Salesforce
10886030,Inactive Investor,Lauren Calderaro,,Goldman Sachs & Co.,,,Salesforce
11218473,,Mia Maginn,,,mia.maginn@jpmorgan.com,,List Import
10774431,Inactive Investor,Larry Niven,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",larry_niven@ml.com,,Salesforce
10912514,Inactive Investor,Ralitza Gueorguieva,Chief Operating Officer,Powerhouse Assets LLC,,,Salesforce
92791,,Joshua Jung,,South Korea,sunboy0716@gmail.com,,
11168314,Inactive Investor,Dennis Garmendia,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,dennis.garmendia@primerica.com,,Salesforce
11019815,Inactive Investor,Thomas Dellamorte,,J.P. Morgan Securities LLC Pleasantville NY 35 Washington Ave,,,Salesforce
10862057,Inactive Investor,David George,Financial Advisor,Edward Jones Mount Pleasant IA 109 S Harrison St,,,Salesforce
10853401,Inactive Investor,Tyler Settele,Private Client Investment Associate,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,tyler.settele@jpmorgan.com,,Salesforce
10844164,Inactive Investor,Blake Howells,Chief Financial Officer;Director;Portfolio Manager;Treasurer,"Becker Capital Management, Inc.",bhowells@beckercap.com,,Salesforce
8633,,marian pazdzioch,,[[Unknown]],kamilpredecki@gmail.com,,Direct
10762230,Inactive Investor,Benjamin Reeves,Financial Advisor,Edward Jones Platteville WI 330 S Water St,ben.reeves@edwardjones.com,,Salesforce
9617773,,Jayson Ward,,,jward@winstonpartners.com,,List import
9590293,,Julie Swanson,,,julie.swanson@monroevos.com,,List import
11144685,Inactive Investor,Kimberly Cimburke,,"Truist Investment Services, Inc. Chesterfield VA 9970 Iron Bridge Rd",kimberly.cimburke@truist.com,,Salesforce
10799468,Inactive Investor,William Darby,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",bill.darby@stifel.com,,Salesforce
11020157,Inactive Investor,Siobhan Sandoval,,J.P. Morgan Securities LLC Greenfield CA 502 El Camino Real,siobhan.sandoval@jpmorgan.com,,Salesforce
351745,,Gail Bartley,Office Manager,Verity Asset Management,gbartley@verityinvest.com,919-490-6717,Manual List Upload
11211263,Inactive Investor,Robert Bishop,Financial Advisor,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",,,Salesforce
11142375,Inactive Investor,Ronald Levantini,,"MML Investors Services, LLC Melville NY 48 S Service Rd",rlevantini@financialguide.com,,Salesforce
189395,,Adriel Irizarry,Preferred Program Specialist,"Fifth Third Securities, Inc.",adriel.irizarry@53.com,352-227-4143,
9562205,,Anthony Caputo,,,acaputo@calton.com,,List import
10926955,Inactive Investor,Erin Keller,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,erin.sawasky@fmr.com,,Salesforce
11218054,,Ralph Mattone,,,ralph.mattone@ubs.com,,List Import
9546257,,Kenneth Krell,,,krell.ken@principal.com,,List import
10988813,Inactive Investor,Jerry Gordon,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,jerry.gordon@primerica.com,,Salesforce
189996,,Andrew Yashchuk,.,self,andrew.yashchuk@gmail.com,,
209614,,Mackenzie Morehead,,[Unknown],mmorehead@skybridge.com,,
11205340,Inactive Investor,Karen Rohrer,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",,,Salesforce
9587293,,Owen Murray,,,omurray@horizon-advisors.com,,List import
9597378,,Riski Dadang,,,riskiismayanto1@gmail.com,,List import
11198919,Inactive Investor,Deysi Juarez,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,deysi.juarez@jpmorgan.com,,Salesforce
11065928,Inactive Investor,John Jones,,"Transamerica Financial Advisors, Inc Rolling Meadows IL 3701 Algonquin Rd",john.jones@tfaconnect.com,,Salesforce
9584706,,Muhammad Mian,,,muhammad@prysmcapital.com,,List import
10759269,Inactive Investor,Richard Abrams,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,richard.abrams@ubs.com,,Salesforce
11151326,Inactive Investor,Patrick Gookin,,Fidelity Brokerage Services LLC,,,Salesforce
10973604,Inactive Investor,Heidi Douma,,State Farm VP Management Corp. San Angelo TX 2121 Knickerbocker Rd,,,Salesforce
10845128,Inactive Investor,Philip Platt,Chief Compliance Officer;Chief Operating Officer;Managing Partner,Bordeaux Wealth Advisors Kirkland WA 5110 Carillon Pt,pplatt@bordeauxadvisors.com,,Salesforce
10964943,Inactive Investor,Jaime Futch,Financial Advisor,Edward Jones Murphy NC 52 Valley River Ave,jaime.futch@edwardjones.com,,Salesforce
10970342,Inactive Investor,Soheil Mahdavian,Assistant Vice President;Wealth Management Banker,"U.S. Bancorp Investments, Inc. Los Angeles CA 1702 N Vermont Ave",soheil.mahdavian@usbank.com,,Salesforce
10494062,,Hector Mcneil,,,hector.mcneil@hanetf.com,,List Import
349768,,Leonard Metkowski,Chief Financial Officer,"Logan Capital Management, Inc.",lmetkowski@logancapital.com,215-569-1100,Manual List Upload
10937625,Inactive Investor,Johan Valencia,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
248483,,Mujassum Butt,Chief Operations & Strategy,Kingdom Investments,mb@kiiholding.com,,Manual List Upload
237984,,Sadettin Çetin -,,Sadettin Ã‡etin [[Unknown]],sadettincetin@gmail.com,,Other
10846433,Inactive Investor,David Roessner,,Cetera Investment Services LLC Oak Ridge TN 101 N Rutgers Ave,dave.roessner@ceterafs.com,,Salesforce
11029287,Inactive Investor,Timothy Flint,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Troy MI 101 W Big Beaver Rd",timothy.flint@equitable.com,,Salesforce
10792261,Inactive Investor,Darren Goehner,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Wenatchee WA 151 S Worthen St,dgoehner@dadco.com,,Salesforce
10872766,Inactive Investor,Phillip Weber,Chief Compliance Officer;Managing Member;Owner,Zeit Capital Advisors San Marcos CA Private Residence,phil.weber@zeitcapital.com,,Salesforce
9596761,,Christopher Ponteri,,,christopher.ponteri@svaplumb.com,,List import
11141247,Inactive Investor,Claire Soja,Investment Advisor;Senior Vice President,"Capitol Securities Management, Inc. Wellesley MA 1 Hollis St",csoja@capitolsecurities.com,,Salesforce
10792197,Inactive Investor,Nicole Besse,,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",nicole.k.besse@ampf.com,,Salesforce
10857521,Inactive Investor,James March,,PFS Investments Inc. Hollywood FL 8910 Miramar Pkwy,jmarch@primerica.com,,Salesforce
11042751,Inactive Investor,Killana Williams,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,Palumbo Wealth Management LLC,,,Salesforce
11208956,Inactive Investor,Jacob Schwinn,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Denver CO 1144 15th St",,,Salesforce
10619450,,Mary McGovern,,,mary.mcgovern@morganstanley.com,,List Import
9614403,,Tom Hoffman,,,thomasj@thomasj.org,,List import
11056909,Inactive Investor,Jamie Claypool,,The Huntington Investment Company Chicago IL 222 N La Salle St,,,Salesforce
11066294,Inactive Investor,William Green,,"Cambridge Investment Research, Inc. Carroll OH 4660 Old Columbus Rd NW",,,Salesforce
43622,,Shelli Buffington,Financial Advisor,"Voya Financial Advisors, Inc.",shellipaske@ingfa.com,913-469-8800,
11021837,Inactive Investor,David Winchell,Managing Director;Private Wealth Advisor,LPL Financial LLC Las Vegas NV 1980 Festival Plaza Dr,david.winchell@lpl.com,,Salesforce
10989574,Inactive Investor,Carissa Junker,,Edward Jones Maryland Heights MO 201 Progress Pkwy,,,Salesforce
10939873,Inactive Investor,Jeremy Dixon,,"Allstate Financial Services, LLC Colorado Springs CO 2812 W Colorado Ave",jeremydixon@allstate.com,,Salesforce
10611183,,Stephen Mackenzie,"Senior Financial Advisor, Vice President",,stephen.mackenzie@ml.com,,List Import
11180351,Inactive Investor,Joseph Robinson,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",joe_robinson2@ml.com,,Salesforce
10905357,Inactive Investor,Christopher Madaris,Client Solutions Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10868312,Inactive Investor,Brian Sensibaugh,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 10800 Lyndale Ave S",,,Salesforce
10807578,Inactive Investor,Douglas Velnoskey,Branch Manager;Executive Vice President - Wealth Management,Janney Montgomery Scott LLC Westminster MD 15 E Main St,dvelnoskey@janney.com,,Salesforce
10753541,Inactive Investor,Mai Park,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",mai.park@ml.com,,Salesforce
11091385,Inactive Investor,Richard Sullivan,,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",rsullivan@financialguide.com,,Salesforce
11128347,Inactive Investor,Norman Loewenstern,,B. Riley Wealth Management Houston TX 4400 Post Oak Pkwy,nloewenstern@wundernet.com,,Salesforce
9605270,,Demetrio Amador,,,afterdarkcamp@yahoo.com,,List import
10968850,Inactive Investor,William Hedgpeth,,"Hornor, Townsend & Kent, LLC Charlotte NC 13777 Ballantyne Corporate Pl",whedgpeth@htk.com,,Salesforce
10927913,Inactive Investor,Manuel Franco,Wealth Management Advisor,LPL Financial LLC Satellite Beach FL 2040 Hwy A1A,manuel.franco@lpl.com,,Salesforce
11034757,Inactive Investor,Bryan Recca,,LPL Financial LLC,bryan_recca@vanguard.com,,Salesforce
11237870,Inactive Investor,Jonathan Stratton,,Davenport & Company LLC,jstratton@investdavenport.com,,Salesforce
11206152,Inactive Investor,Adam Jurewicz,Private Wealth Advisor,LPL Financial LLC Summerville SC 700 Nexton Square Dr,adam.jurewicz@lpl.com,,Salesforce
10926342,Inactive Investor,Nathaniel Radford,,J.P. Morgan Securities LLC Westport CT 184 Main St,nathaniel.radford@jpmorgan.com,,Salesforce
10825531,Inactive Investor,John Seelert,Managing Member,"Next Station Capital, LLC",,,Salesforce
10820734,Inactive Investor,Jacqueline Mayer,,"Avantax Investment Services, Inc. Campbell CA 42 W Campbell Ave",,,Salesforce
11072734,Inactive Investor,Anastasia Lombardi,,Citigroup Global Markets Inc. Chappaqua NY 78 S Greeley Ave,,,Salesforce
10979234,Inactive Investor,Lauren Dyer,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",brooke.dyer@usbank.com,,Salesforce
10947561,Inactive Investor,Jonathan Winslow,Private Wealth Manager,Creative Planning Boca Raton FL Private Residence,colby.winslow@creativeplanning.com,,Salesforce
11001735,Inactive Investor,Samuel Rodgman,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",samuel.rodgman@truist.com,,Salesforce
9542248,,Yogesh Pathade,,,yopathade@gmail.com,,List import
10885468,Inactive Investor,Scott Drommerhausen,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10839866,Inactive Investor,Ken Zhang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 2650 Berryessa Rd",ken.zhang@ml.com,,Salesforce
10921734,Inactive Investor,Kaira Poland,,Vanguard Marketing Corporation,kaira_poland@vanguard.com,,Salesforce
9637317,,Pearce Cheng,,,pearcecheng@gmail.com,,List import
11015420,Inactive Investor,Adelino Dias,Director,Citigroup Global Markets Inc.,,,Salesforce
11091638,Inactive Investor,Katelyn Ortiz,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",,,Salesforce
10514016,,Steve Lee,,,steve@neoclassic.capital,,List Import
10980844,Inactive Investor,Nicholas Sponseller,Director;Family Wealth Advisor,TFO Wealth Partners,nsponseller@tfowealth.com,,Salesforce
10823487,Inactive Investor,Eric Gladney,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Providence RI 1 Citizens Plz",eric.gladney@wellsfargoadvisors.com,,Salesforce
9616476,,Russel Gross,,,rg@horsmanholdings.com,,List import
10849948,Inactive Investor,Yun-No Cheung,Financial Advisor,Edward Jones Las Vegas NV 9750 Covington Cross Dr,yunna.cheung@edwardjones.com,,Salesforce
9571442,,Michael Uraliu,,,michaeliu@gmail.com,,List import
230338,, -,,[[Unknown]],terry@terryvitalmusic.com,,Organic Search
10510368,,Joanne Draper,Director,Charles Schwab & Co,joanne.draper@schwab.com,,List Import
11127802,Inactive Investor,Priyadarshini Rahatekar,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,priyadarshini_rahatekar@vanguard.com,,Salesforce
10915957,Inactive Investor,Jairo Rodriguez Aleman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",jairo.rodriguezaleman@ml.com,,Salesforce
9582840,,Jeffrey Loehnis,,,jrl@hamiltoncapital.com,,List import
11234456,Inactive Investor,Jeffrey Tews,,"Lebenthal Financial Services, Inc. Marco Island FL 600 Bald Eagle Dr",,,Salesforce
340172,,Kol Estreicher,Director - ETF Strategist,VanEck,kestreicher@vaneck.com,,Event
223391,,Judi Rosenthal,VP Financial Advisor,Alliance Bernstein,judi.rosenthal@bernstein.com,,
10794876,Inactive Investor,Jeffrey Bowen,CROP;SROP;Vice President,"Trubee Wealth Advisors, Inc. Buffalo NY 345 Main St",jbowen@trubeecollins.com,,Salesforce
9545452,,Manny Reynoso,,,manny.reynoso@ceterainvestors.com,,List import
10795662,Inactive Investor,Carl Greene,,"Raymond James Financial Services, Inc. Chattanooga TN 240 Forest Ave",carl.greene@raymondjames.com,,Salesforce
10765993,Inactive Investor,Linda Beck,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",linda.beck@nm.com,,Salesforce
9565615,,Brian Butler,,,bcb787@gmail.com,,List import
10850060,Inactive Investor,John Morgan,Financial Professional,LPL Financial LLC Batavia IL Private Residence,john.j.morgan@lpl.com,,Salesforce
11235308,Inactive Investor,Jonathan Laws,Investment Advisor Representative,"Beacon Global Advisor Network, LLC London Kemp House",,,Salesforce
10946602,Inactive Investor,Javonte Hubbard,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,javonte_hubbard@vanguard.com,,Salesforce
10834880,Inactive Investor,Jeffrey Pacha,,"Cambridge Investment Research, Inc. Coralville IA 2229 E Grantview Dr",,,Salesforce
11010941,Inactive Investor,Katie Krugel,Client Service Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,katie.krugel@ubs.com,,Salesforce
11045148,Inactive Investor,Luis Atristain,Advisor,"InSight Securities, Inc. Miami FL 1600 Ponce De Leon Blvd",latristain@insightamericas.net,,Salesforce
11159157,Inactive Investor,Tyson Griffeth,Investment Advisor Representative,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",,,Salesforce
11123497,Inactive Investor,Elan Keeler,,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",elan.keeler@raymondjames.com,,Salesforce
151400,,Joe Carey,,[Unknown],jeugenecarey@gmail.com,,
11018499,Inactive Investor,Michele Stutts,Director;Wealth Advisor,"MAI Capital Management, LLC Charlotte NC 6101 Carnegie Blvd",michele.stutts@mai.capital,,Salesforce
10800389,Inactive Investor,Hossain Varzi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",benny_varzi@ml.com,,Salesforce
11090027,Inactive Investor,Scott Luecke,Financial Advisor,Prosperity Capital Advisors Schererville IN 222 Indianapolis Blvd,,,Salesforce
11016142,Inactive Investor,Laticia Bourne,Client Relationship Specialist,"Charles Schwab & Co., Inc. New York NY 200 E 79th St",laticia.bourne@schwab.com,,Salesforce
10809985,Inactive Investor,Brandon Dixon-James,,NWF Advisory Services Inc,brandon.dixon-james@nwfadvisory.com,,Salesforce
9579082,,Michael Levenson,,,michael.levenson@rothcap.com,,List import
335066,,MARK LEVITT,MR,[[Unknown]],mllevitt@optonline.net,,Database Upload
2207083,,Ram dayal Mangesh,,,vipink2091999@gmail.com,,
10681432,,Jean Fillard,,,jean.fillard@keepbuilding.eu,,Web Form Fillout
11083968,Inactive Investor,Robert Hayden,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",robert.g.hayden@wellsfargoadvisors.com,,Salesforce
11002397,Inactive Investor,Thomas Steingrebe,,"Northwestern Mutual Investment Services, LLC Tacoma WA 1201 Pacific Ave",thomas.steingrebe@nm.com,,Salesforce
10929687,Inactive Investor,David Guevara,,"Concorde Investment Services, LLC",,,Salesforce
11253966,Inactive Investor,Richard Vesnic,,J.P. Morgan Securities LLC Holland MI 635 E 8th St,richard.vesnic@jpmorgan.com,,Salesforce
9594687,,Monica Akbar,,,monica@everspire.com,,List import
10880963,Inactive Investor,Archie Luse,Chief Executive Officer;Investment Manager,Harbor Island Wealth Management,,,Salesforce
9626389,,Euripides Medina,,,mayfieldmedina@icloud.com,,List import
11155702,Inactive Investor,Jesus Barnfield,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,jbarnfield@ft.newyorklife.com,,Salesforce
11061211,Inactive Investor,Michelle Wood,Financial Advisor,Edward Jones San Antonio TX 2714 N Loop 1604 E,michelle.wood@edwardjones.com,,Salesforce
10807269,Inactive Investor,David Oster,Financial Advisor,Edward Jones Phoenix AZ 4505 E Chandler Blvd,david.oster@edwardjones.com,,Salesforce
11051032,Inactive Investor,Kendra Carano,Retirement Specialist,Success Wealth Management LLC Warwick RI 275 W Natick Rd,kendra.carano@successwealth.org,,Salesforce
6039456,,Great Tem,,,bavful@gmail.com,,Web Form Fillout
10822765,Inactive Investor,Rachel Crager,,Commonwealth Financial Network San Antonio TX 1901 NW Military Hwy,rcrager@commonwealth.com,,Salesforce
235788,, -,,[[Unknown]],geohbennett@gmail.com,,Organic Search
11036489,Inactive Investor,Bryce Haney,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",bryce.haney@prudential.com,,Salesforce
6237,,Peter Remch,,Retired,peter.remch@gmail.com,6467531797,Organic Search
11160912,Inactive Investor,Omar Richardson,,"Wells Fargo Clearing Services, LLC Georgetown TX 3727 Williams Dr",,,Salesforce
11079642,Inactive Investor,Michael Schwartz,Managing Director,Neuberger Berman BD LLC,,,Salesforce
1001062,Inactive Investor,Simon Lee,,Hodlnaut Pte,sl@hodlnaut.com,,
202517,,MARCUS HUGHES,,[Unknown],marcusjhu@gmail.com,,source
10771001,Inactive Investor,Jennifer Gonzales,Senior Client Associate,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",jeni.gonzales@wfadvisors.com,,Salesforce
10871250,Inactive Investor,Evan Onder,Financial Advisor,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",evan.onder@raymondjames.com,,Salesforce
11096788,Inactive Investor,Jennifer Muckley,Chief Operating Officer;Client Advisor,Bragg Financial Advisors Inc,jennifer@braggfinancial.com,,Salesforce
11199525,Inactive Investor,Stephen Gilbreth,Financial Advisor;Managing Member;Managing Partner,"Tempus Wealth Planning, LLC",sgilbreth@tempuswp.com,,Salesforce
10796133,Inactive Investor,David Lewson,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",david_lewson@ml.com,,Salesforce
11040817,Inactive Investor,Lenore Barlev,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,samantha.velasco@primerica.com,,Salesforce
11108140,Inactive Investor,Oleksii Bakastov,,J.P. Morgan Securities LLC New York NY 994 1st Ave,alexei.bakastov@chase.com,,Salesforce
11119761,Inactive Investor,Jason Platt,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Pawtucket RI 1200 Central Ave",jason.platt@ampf.com,,Salesforce
104809,,Jeffrey Hamblen,,Washingon Financial Group,jeff.hamblen@hubinternational.com,,
348258,,Omar Garcia,Advisor,Interactive Financial Advisors,ogarcia@swcares.com,630-472-1300,Manual List Upload
9592576,,Michael CHEN,,,chenguo2419@gmail.com,,List import
10979302,Inactive Investor,Rebekah Morein,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",rebekah.prudhomme@nm.com,,Salesforce
11044484,Inactive Investor,Hannah Janovsky,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9567542,,Sarah Schattner,,,sschattner@deroydevereaux.com,,List Import
10811673,Inactive Investor,Jennifer Owens,Senior Vice President - Wealth Management,UBS Financial Services Inc. Greeley CO 1901 56th Ave,jennifer.owens@ubs.com,,Salesforce
11000487,Inactive Investor,Elton Villanueva,,PFS Investments Inc. Glendale CA 127 S Brand Blvd,evillanueva.2kfff@primerica.com,,Salesforce
9563156,,Gina Lai,,,ginalai47@hotmail.com,,List import
10847436,Inactive Investor,Isabelle Bird,Member,"Lava Creek Capital Management, LLC San Francisco CA 500 Sansome St",isabelle@lavacreekcap.com,,Salesforce
10817991,Inactive Investor,William Muttera,,State Farm VP Management Corp. Susanville CA 2910 Riverside Dr,,,Salesforce
9551247,,Jonathan Potack,,,jonathan.potack@gmail.com,,List import
10797751,Inactive Investor,Hratch Panosian,,"Cambridge Investment Research, Inc. Scottsdale AZ 14362 N Frank Lloyd Wright Blvd",,,Salesforce
11157788,Inactive Investor,Brendan Dwyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Ambler PA 1977 Norristown Rd",brendan.dwyer@wellsfargo.com,,Salesforce
10614141,,Boris Peter Wolff Metternich,"Financial Advisor, Senior Vice President - Investments",,boris.wolffmetternich@wellsfargo.com,,List Import
11108855,Inactive Investor,Meghan Kramer,Investment Advisor Representative,"Aspen Private Advisors, LLC",meghan@aspenpa.com,,Salesforce
246078,,Not Provided,,AkinMears,mears@akinmears.com,,Manual List Upload
11210266,Inactive Investor,Rodolpho Valencia,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,rodolpho_valencia@vanguard.com,,Salesforce
11050898,Inactive Investor,Alisa Lucas,,PFS Investments Inc. Columbia SC 115 Atrium Way,alisa.lucas@primerica.com,,Salesforce
10770040,Inactive Investor,Penny Crowell,Financial Planner,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",ppcrowell@financialguide.com,,Salesforce
10885148,Inactive Investor,Hassan Chughtai,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Irvine CA 6875 Quail Hill Pkwy,shawn.chughtai@jpmorgan.com,,Salesforce
11129366,Inactive Investor,Kevin Lancey,Chief Compliance Officer;Chief Financial Officer;Manager,"Roschman Capital Advisors, LLC",kl@roschmancapitaladvisors.com,,Salesforce
10646334,,Philipp Ponomarev,,,philipp.ponomarev@prudential.com,,List Import
9634615,,Krista Fontana,,,kfontana@tripost.com,,List import
371435,,Antonio A.,President,ALA Midas Capital Inc,tarias@alamidascapital.com,,Yahoo! Natural Search
10617426,,William Waller,,,wwaller@williamblair.com,,List Import
11201223,Inactive Investor,David Gray,Chief Compliance Officer;Member;Partner,"Parisi Gray Wealth Management, LLC",dgray@parisigray.com,,Salesforce
10775470,Inactive Investor,Sandor Takacs,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",shawn.takacs@wellsfargo.com,,Salesforce
10880988,Inactive Investor,Steven Horowitz,Financial Advisor,Lincoln Investment Fairport NY 100 Cross Keys Office Park,shorowitz@lincolninvestment.com,,Salesforce
10847738,Inactive Investor,Edward Taylor,Member,"Beck, Mack & Oliver LLC",e.taylor@beckmack.com,,Salesforce
213778,,Betty Culpepper,,none,bculpe6686@aol.com,,Paid Search
10818362,Inactive Investor,James Stein,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",james.stein@ampf.com,,Salesforce
340248,,Michael Healy,co-founder,[Unknown],michael@unit.network,0,Database Upload
10904265,Inactive Investor,Mitja Peterman,Regional Vice President,PFS Investments Inc. Houston TX 2636 S Loop W,,,Salesforce
10932202,Inactive Investor,Lauren Warren,Financial Advisor,Edward Jones Galion OH 790 Portland Way N,lauren.shealy@edwardjones.com,,Salesforce
11172973,Inactive Investor,Thomas Fox,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,thomas.fox@fidelity.com,,Salesforce
10838146,Inactive Investor,Berton Goldstein,,Cetera Financial Specialists LLC Skokie IL 8150 Mccormick Blvd,berton.goldstein@ceterafs.com,,Salesforce
9622165,,R T,,,roberttheemes@gmail.com,,List import
11057784,Inactive Investor,Ken Pollock,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9566715,,Allen Hammonds,,,allen.hammonds@stifel.com,,List import
10986085,Inactive Investor,Alexandra Bosack,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11104712,Inactive Investor,Deborah Turrentine,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,dturrentine@primerica.com,,Salesforce
11119348,Inactive Investor,Jake Donahue,,Fidelity Brokerage Services LLC,,,Salesforce
9605375,,Lynda McFeeley,,,lmcfeeley@haverfordquality.com,,List import
9601284,,john doe,,,123123@aaabbbccc.com,,List import
10648386,,Stephanie Jordan,,,stephanie.hills@fidelity.com,,List Import
11229175,Inactive Investor,Andrew Tkacz,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11032276,Inactive Investor,Teale Trammell,Financial Advisor,Edward Jones Edmond OK 15015 Bristol Park Blvd,teale.trammell@edwardjones.com,,Salesforce
9611864,,Samuel Bailey,,,coupabailey@yahoo.com,,List import
11092337,Inactive Investor,Allen Dunahoo,Financial Advisor,Edward Jones Bantam CT 725 Bantam Rd,allen.dunahoo@edwardjones.com,,Salesforce
11064197,Inactive Investor,Amy Sommers,,"Raymond James Financial Services, Inc. Towson MD 1122 Kenilworth Dr",amy.sommers@raymondjames.com,,Salesforce
9641915,,Jesus Nunez,,,nunez.g.jesus@gmail.com,,List import
10917435,Inactive Investor,Kevin Kemak,,"Allstate Financial Services, LLC Puyallup WA 14701 Meridian E",kevinkemak@allstate.com,,Salesforce
10909914,Inactive Investor,Christopher Robbins,Chief Compliance Officer;Managing Member;Principal,"Grand Street Wealth Management, LLC",chris@grandstreetwm.com,,Salesforce
9634599,,Henry Boeckmann,,,hboeckmann@tninvestors.com,,List import
10880186,Inactive Investor,Nolan Pugh,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11101013,Inactive Investor,Jared Chang,,"Osaic Wealth, Inc. Ewa Beach HI Private Residence",,,Salesforce
9555009,,Carrie Brown,,,cbrown@argentmoney.com,,List import
9589642,,Joshua Reidinger,,,josh.reidinger@waasset.com,,List Import
10857046,Inactive Investor,Bradley Loper,Co-Founder;Officer,DouglasBradley LLC Rockville MD 10138 Sterling Ter,brad@douglasbradley.com,,Salesforce
9613527,,?? ?,,,ssunny03@naver.com,,List import
11254490,Inactive Investor,Thomas Mcloone,,"Prudential Annuities Distributors, Inc",thomas.mcloone@prudential.com,,Salesforce
10807040,Inactive Investor,Wayson Wight,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,wayson.wight@fidelity.com,,Salesforce
9849602,,Deividas Sakalas,,,deivanis@icloud.com,,Web Form Fillout
9630606,,omar gonzalez,,,omaradriangonzalez@gmail.com,,List import
11141084,Inactive Investor,Gail Dugger,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",gail.dugger@rbc.com,,Salesforce
10873615,Inactive Investor,Denise Geyer,,Morgan Stanley Reno NV 5390 Kietzke Ln,denise.m.grice@morganstanley.com,,Salesforce
10659359,,Roxana Arias,,,roxana.i.arias@chase.com,,List Import
11001506,Inactive Investor,Katherine Schmid,,PFS Investments Inc. East Syracuse NY 6511 Basile Rowe,kschmid@primerica.com,,Salesforce
9613252,,Stanley Rupnik,,,srupnik@trs.illinois.gov,,List import
11168412,Inactive Investor,Bradley Frisk,,"Raymond James Financial Services, Inc. Sacramento CA 555 Capitol Mall",bradley.frisk@raymondjames.com,,Salesforce
11035396,Inactive Investor,Mark Whaley,Investment Advisor Representative,GWN Securities Inc. Englewood CO 6901 S Yosemite St,mwhaley@gwnsecurities.com,,Salesforce
11087350,Inactive Investor,Gregory Gohr,Wealth Advisor,"FSA Wealth Management, LLC",,,Salesforce
116723,,Thomas Buehler,"Analyst, Portfolio Manager",Crawford Investment Counsel Inc,tbuehler@crawfordinvestment.com,770-859-0045,
10900974,Inactive Investor,Richard Hardman,Financial Advisor,Trek Financial Sandy UT 7440 S Creek Rd,josh@trekfinancial.com,,Salesforce
10644986,,Pamela Tang,,,ptang@hightoweradvisors.com,,List Import
10951901,Inactive Investor,Grant Keeler,,"Osaic Wealth, Inc.",,,Salesforce
10618709,,Edward Hawley,,,ephawley@ft.newyorklife.com,,List Import
11184985,Inactive Investor,Caroline Wall,Financial Advisor,"Wells Fargo Clearing Services, LLC Mystic CT 86 Denison Ave",caroline.wall@wellsfargoadvisors.com,,Salesforce
11103155,Inactive Investor,Thelma Stokes,,PFS Investments Inc. Edison NJ 2015 State Rte 27,thelma.stokes@primerica.com,,Salesforce
10769599,Inactive Investor,Jennifer Gebeau,Financial Advisor;Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,jennifer.gebeau@morganstanley.com,,Salesforce
220551,,Vijaya Cheruku,,[Unknown],vij820@yahoo.com,,
10816044,Inactive Investor,Scott Robbins,Chief Compliance Officer,"Private Wealth Management, Inc.",,,Salesforce
10825362,Inactive Investor,Jonathan Kulick,Financial Advisor,"Wells Fargo Clearing Services, LLC Ann Arbor MI 2723 S State St",jonathan.kulick@wellsfargoadvisors.com,,Salesforce
11032847,Inactive Investor,Paul Jones,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,paul.jones@primerica.com,,Salesforce
10614671,,Matthew Vaccaro,"Financial Advisor, Senior Vice President",,matthew.m.vaccaro@morganstanley.com,,List Import
10347762,,Miller Kutch,,,millerkutch@diginey.com,,Web Form Fillout
235856,, -,,[[Unknown]],knmueller@hotmail.com,,
10972853,Inactive Investor,Jamaal Alexis,,J.P. Morgan Securities LLC Houston TX 11560 Westheimer Rd,,,Salesforce
242341,,Dhananjay Garud,GMBA,[Unknown],dhananjay.garud@edhec.com, +33 749299487,Database Upload
9593664,,Patrick Goshtigian,,,pgoshtigian@epwealth.com,,List import
11104101,Inactive Investor,Richard Arts,,"Wells Fargo Clearing Services, LLC Las Vegas NV 4075 S Fort Apache Rd",francisco.r.hernandezmagana@wellsfargo.com,,Salesforce
11037476,Inactive Investor,Michael Kern,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,michael.kern@ubs.com,,Salesforce
10855204,Inactive Investor,Ronald Gershon,Senior Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,ronald.gershon@hilltopsecurities.com,,Salesforce
10813826,Inactive Investor,Thomas Alexander,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,thomas.l.alexander@ubs.com,,Salesforce
11124303,Inactive Investor,Robert Mitchell,,B. Riley Wealth Management Wilmington DE 1711 Woodlawn Ave,,,Salesforce
9570673,,greg brown,,,gmb9179@gmail.com,,List import
368230,,Sunny Ade,Self-Employed,,sunnyadellc@gmail.com,3134549355,Webinar
206025,,Tom Arnold,,Personal,tarnold3361@gmail.com,801-680-3629,Web Form
11195609,Inactive Investor,Nicholas Campanale,Vice President,"Citizens Securities, Inc. Chester Springs PA Private Residence",nicholas.campanale@citizensbank.com,,Salesforce
10778888,Inactive Investor,Steven Ruffoni,Executive Director;First Vice President;Wealth Advisor,Morgan Stanley Stockton CA 3421 Brookside Rd,steven.ruffoni@morganstanley.com,,Salesforce
10769499,Inactive Investor,Thomas Lahey,Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",t.lahey@bofa.com,,Salesforce
11173830,Inactive Investor,Phillip Mann,Financial Advisor,Edward Jones Tuscaloosa AL 514 Hargrove Rd E,morgan.mann@edwardjones.com,,Salesforce
10917241,Inactive Investor,John McDaniels,,"Level Four Financial, LLC Hobbs NM 1801 N Dal Paso St",jdmcdaniels@levelfourfinancial.com,,Salesforce
11041366,Inactive Investor,Kaitlin Hoffman,,Fidelity Brokerage Services LLC,kaitlin.hoffman@fmr.com,,Salesforce
10615823,,Robert Gates,,,robert.gates@prudential.com,,List Import
10805266,Inactive Investor,Brian Schaible,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brian.schaible@fidelity.com,,Salesforce
11136250,Inactive Investor,Richard Low,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11031004,Inactive Investor,Stephen Rinaldi,,NYLIFE Securities LLC Coram NY Private Residence,srinaldi@ft.newyorklife.com,,Salesforce
11154201,Inactive Investor,Andrew Gentiluomo,Investment Advisor Representative,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",gentiluomo_andrew@nlvmail.com,,Salesforce
11117928,Inactive Investor,Sean Somerville,,"IFP Securities, LLC Baltimore MD 1340 Smith Ave",,,Salesforce
11038465,Inactive Investor,Christopher Oates,,Lombard Securities Incorporated Hampstead MD 4014 Hampstead Mexico Rd,coates@golombard.com,,Salesforce
10930764,Inactive Investor,Jose Centeno,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,jose.centeno@primerica.com,,Salesforce
11117440,Inactive Investor,Juan Jimenez,,PFS Investments Inc. Whittier CA 12727 Philadelphia St,,,Salesforce
11205765,Inactive Investor,Zachary Rawlings,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",zrawlings@htk.com,,Salesforce
80179,,Alberto Esparza,,"Transamerica Financial Advisors, Inc",alberto.esparza@transamerica.com,630-574-1700,
11058254,Inactive Investor,Amy Harwood,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9637277,,Tak Zaizen,,,zaizen@ctdasia.onmicrosoft.com,,List import
10849988,Inactive Investor,Benjamin Eichler,Financial Advisor;Financial Services Representative,"Principal Securities, Inc. Williamston MI 153 E Grand River Ave",eichler.benjamin@principal.com,,Salesforce
9558929,,ashod Khatchatourian,,,nsbp@optoline.net,,List import
9556701,,Kent Hansen,,,k.hansen@lpl.com,,List import
11204188,Inactive Investor,Alison Fyhrie,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",alison.fyhrie@nm.com,,Salesforce
11184886,Inactive Investor,Daryl Lichtefeld,,"Avantax Investment Services, Inc. Winston Salem NC 8606 N NC Hwy 109",,,Salesforce
10978846,Inactive Investor,Alexander Harb,,Citigroup Global Markets Inc. Miami FL 502 Brickell Ave,alexander.harb@citigroup.com,,Salesforce
11006008,Inactive Investor,Allison Dawe,,Thornburg Securities Corporation,adawe@thornburg.com,,Salesforce
9592624,,Ken Ngeth,,,kngeth@yahoo.com,,List import
10963017,Inactive Investor,David Rehmann,,Edward Jones Victoria MN 1750 Tower Blvd,david.rehmann@edwardjones.com,,Salesforce
11019123,Inactive Investor,Jessy Yesiki,,Key Investment Services LLC Silverdale WA 9338 Silverdale Way NW,jessy.yesiki@key.com,,Salesforce
10957414,Inactive Investor,James Thomas,President,"Thomas Financial Planning, LLC",,,Salesforce
10981459,Inactive Investor,Christina Wang,,LPL Financial LLC Seal Beach CA 13001 Seal Beach Blvd,christina.wang@lpl.com,,Salesforce
339991,,Zachary Teutsch,Managing Partner,Values Added Financial,zach@valuesaddedfinancial.com,202-599-0915,Manual List Upload
10979947,Inactive Investor,Daniel Kellogg,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,dkellogg@primerica.com,,Salesforce
11150013,Inactive Investor,Michael Kilgore,,NYLIFE Securities LLC Cleveland OH 5035 Mayfield Rd,mskilgore@ft.newyorklife.com,,Salesforce
9582579,,Chisom Nwankpa,,,chisomnwankpa2017@gmail.com,,List import
10852214,Inactive Investor,Michele Russell,Chief Compliance Officer;Managing Director;Principal,"Ceres Financial Group, Inc.",michele@cfgadvisors.com,,Salesforce
11017925,Inactive Investor,Jia Ni,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
10484899,,Ginette Rowe,"Analyst, Managing Member",GRB Capital Management LLC,ginettebeecherl@gmail.com,,List Import
9586729,,Fred Solorzano,,,fredsolorzano11@gmail.com,,List import
10656495,,Stephen Potts,,,stephen.potts@lpl.com,,List Import
11057434,Inactive Investor,Shweta Verma,Vice President,J.P. Morgan Securities LLC New Orleans LA 2331 S Carrollton Ave,shweta.x.verma@chase.com,,Salesforce
11083308,Inactive Investor,Neal Hebert,,"Osaic Wealth, Inc. Baton Rouge LA 13769 Airline Hwy",,,Salesforce
11114446,Inactive Investor,Eveanne Eason,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11228876,Inactive Investor,Lene Thompson,Client Associate,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,lene.thompson@jpmorgan.com,,Salesforce
236693,, -,,[[Unknown]],522177324@qq.com,,
9584829,,"Jack Reutemann, Jr., CLU, CFP",Founder and CEO,"Research Financial Strategies, Inc.",john.reutemann@rfsadvisors.com,,List import
11175022,Inactive Investor,John Vento,,"Avantax Investment Services, Inc. Staten Island NY 95 New Dorp Ln",,,Salesforce
11099382,Inactive Investor,Daniel Gaston,,Cetera Advisor Networks LLC Santa Barbara CA 3700 State St,gastond@ceteranetworks.com,,Salesforce
58906,,John Cheary,,John Marshall Media,john@johnmarshallmedia.com,9178389134,Organic Search
11166293,Inactive Investor,James Trousdale,,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
9594450,,Russell Moenich,,,rmoenich@sequoia-financial.com,,List import
11163301,Inactive Investor,Britt Woods,,LPL Financial LLC McAllen TX 520 E Nolana Ave,britt.woods@lpl.com,,Salesforce
127875,,Andrew Hamilton,,"Aspiriant, Llc",ahamilton@aspiriant.com,,
9594463,,Youngkwon Lee,,,kwon3856@naver.com,,List import
10793308,Inactive Investor,Mark Andrews,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Wichita KS 10333 E 21st St N",,,Salesforce
334947,,Christopher Ryan,Managing Director,Steele Creek Investment Management Llc,chris.ryan@moelisam.com,704-343-6011,Manual List Upload
10959132,Inactive Investor,Odunayo Ayegbajeje,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,,,Salesforce
11172812,Inactive Investor,Andrew Burdett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,andrew.burdett@fidelity.com,,Salesforce
11029803,Inactive Investor,Zahra Metghalchi,,NYLIFE Securities LLC New York NY 285 Fulton St,zmetghalchi@ft.newyorklife.com,,Salesforce
11082084,Inactive Investor,David Hoppen,Chief Compliance Officer;Founder;Owner;Partner,"Cornerstone Financial Group, LLC",team@cornerstonefinancialgroup.com,,Salesforce
11100483,Inactive Investor,James Bruderman,Chief Compliance Officer;President,Bruderman Private Wealth,,,Salesforce
10977646,Inactive Investor,Nuno Santos,,Santander Securities LLC Lincoln RI 622 George Washington Hwy,nsantos1@santander.us,,Salesforce
10645471,,Susanna Hilboldt,,,susanna.hilboldt@schwab.com,,List Import
10903307,Inactive Investor,Jeremy Ervin,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC West Palm Beach FL 1325 N Congress Ave,jeremy.ervin@jpmorgan.com,,Salesforce
10860021,Inactive Investor,Laura Michael,Senior Client Associate,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,laura.r.michael@ubs.com,,Salesforce
10914184,Inactive Investor,Gerald Lowe,Client Advisor,"Raymond James & Associates, Inc. Atlanta GA 3414 Peachtree Rd NE",gerald.lowe@alex-brown.com,,Salesforce
9574366,,Md Salam,,,mds435406@gmail.com,,List import
11201941,Inactive Investor,Cassandra Waldron,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,cassandra.waldron@citi.com,,Salesforce
11118035,Inactive Investor,Brock Riggi,Financial Advisor,"Ameriprise Financial Services, LLC Shorewood IL 862 Center Ct",brock.riggi@ampf.com,,Salesforce
10828260,Inactive Investor,Larry Castle,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Longview TX 911 W Loop 281,larry.e.castle@morganstanley.com,,Salesforce
11180485,Inactive Investor,Tara Garfield,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
224593,,john power,,[Unknown],johnkingpoweriv@gmail.com,,Direct
11118369,Inactive Investor,Beth Fratalia,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
350691,,Bill Luby,Partner,"Seaport Capital, Llc",bluby@seaportcapital.com,212-847-8900,Manual List Upload
11104580,Inactive Investor,Cara Vercellone,Supervisory Officer,PNC Investments Bluffton SC Private Residence,cara.vercellone@pnc.com,,Salesforce
9597782,,Elizabeth King,,,elizabeth@stonypointwealth.com,,List import
10817702,Inactive Investor,Kenneth George,Chief Compliance Officer;Managing Director,Avenir Corporation,kenneth@avenircorp.com,,Salesforce
10857100,Inactive Investor,Vicki Kiner,,LPL Financial LLC Bridgeport WV 16 Sterling Dr,vicki.kiner@lpl.com,,Salesforce
11094942,Inactive Investor,Aaron Wagner,Chief Compliance Officer;Corporate Secretary;President,Roseman Wagner Wealth Management,aaron@rosemanwagner.com,,Salesforce
11255106,Inactive Investor,Robert Kulczycki,Financial Advisor,Aligne Wealth Advisors Investment Management (AWAIM) Santa Monica CA Private Residence,rob@alignewealthllc.com,,Salesforce
10933081,Inactive Investor,Gary Ge,,Evercore Group L.L.C.,gary.ge@evercore.com,,Salesforce
10696158,,Jonathan Coomer,,Jon Coomer Investment Management,heathcoomer2002@gmail.com,,List Import
10830390,Inactive Investor,Melvin Jones,,PFS Investments Inc. Columbia SC 115 Atrium Way,melvin.jones@primerica.com,,Salesforce
11222785,,Sarah Howard,,,showard@merceradvisors.com,,List Import
10804933,Inactive Investor,Jack Bayer,Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",jack.bayer@raymondjames.com,,Salesforce
238688,,cybermark1980@gmail.com Riga,,[Unknown],cybermark1980@gmail.com,,
11116601,Inactive Investor,Gary Begnaud,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,gbegnaud@janney.com,,Salesforce
10928172,Inactive Investor,Lori Miller,,"Packerland Brokerage Services, Inc. Hutchinson KS 2905 N Plum St",lori_miller@packerlandbrokerage.com,,Salesforce
10570012,,Vickie Huntley,,,vickie@wyldwest.com,,Web Form Fillout
11160362,Inactive Investor,Constanza Gonzalez Camacho,,Morgan Stanley Miami FL 220 Alhambra Cir,connie.gonzalez@morganstanley.com,,Salesforce
11095518,Inactive Investor,Eric Biblow,,"Equitable Advisors, LLC Huntington Station NY 37 Longfellow Dr",eric.biblow@equitable.com,,Salesforce
10894500,Inactive Investor,Frank Libertino,,Cetera Advisor Networks LLC El Prado NM Private Residence,libertinof@ceteranetworks.com,,Salesforce
10870325,Inactive Investor,Angela Beidleman,,Commonwealth Financial Network Allentown PA 3440 Hamilton Blvd,abeidleman@commonwealth.com,,Salesforce
10809906,Inactive Investor,Jessica Dittrich,Senior Investment Associate,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",jessica.dittrich@rbc.com,,Salesforce
239024,,pmackrill@hotmail.com Mackrill,,[Unknown],pmackrill@hotmail.com,,source
11173655,Inactive Investor,William Hendrickson,Vice President,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,whendrickson@investdavenport.com,,Salesforce
11042708,Inactive Investor,Jack Gelnak,Chief Executive Officer;Owner;President;Wealth Preservation Strategist,"Premier Wealth Advisors, Inc.",jack@premierwealthcoach.com,,Salesforce
9575109,,Jay Park,,,soranomie@gmail.com,,List import
10816391,Inactive Investor,Terry Treiber,,"Cambridge Investment Research, Inc. Raleigh NC 4242 Six Forks Rd",terry.treiber@cambridgesecure.com,,Salesforce
10596571,,Richard Campagna,,,rickc75@hotmail.com,,Web Form Fillout
10770946,Inactive Investor,Patrick Boldischar,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",patrick.boldischar@wellsfargo.com,,Salesforce
11028674,Inactive Investor,Brian Andrew,Chief Investment Officer,Merit Financial Advisors Sheboygan Falls WI 1160 Fond Du Lac Ave,,,Salesforce
9563607,,J CRISTIAN SEGUI,,,jcsegui@mac.com,,List import
10755617,Inactive Investor,Jonathan Gilfry,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Fremont NE 1350 N Bell St",jon.gilfry@ampf.com,,Salesforce
11188245,Inactive Investor,Jared Marshall,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",jared.d.marshall@ml.com,,Salesforce
9562040,,Mohamed Beltagi,,,mohamedelbeltagi@hotmail.com,,List import
10936675,Inactive Investor,Victoria Ronnei,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Eau Claire WI 3704 Oakwood Hills Pkwy",ronneiv@stifel.com,,Salesforce
10845574,Inactive Investor,Kathleen Robinson,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,kathleen.robinson@primerica.com,,Salesforce
11217745,,Edward Hawley,,,edward.hawley@lpl.com,,List Import
9578449,,Robert Bubser,,,rbubser@financialguide.com,,List import
10758347,Inactive Investor,Emily Vanhoorickx,Managing Director - Wealth Management,UBS Financial Services Inc. San Jose CA 50 W San Fernando St,emily.vanhoorickx@ubs.com,,Salesforce
10828348,Inactive Investor,Joseph Tumminelli,Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10942278,Inactive Investor,Dana Churella,,Commonwealth Financial Network Scottsdale AZ 7400 E Pinnacle Peak Rd,,,Salesforce
11124946,Inactive Investor,Gerald Gallagher,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",jerry.gallagher@wellsfargoadvisors.com,,Salesforce
143625,,Darrell Roberts,Office Manager,"American Wealth Advisors, LLC",dtroberts@americanwealthadvisors.com,770-814-7236,product
10976829,Inactive Investor,Sarah Harris,Financial Advisor,Prime Capital Financial Flower Mound TX 777 International Pkwy,sharris@pciawealth.com,,Salesforce
9641204,,Eugene Black,,,eugeneblack1954@gmail.com,,List import
11115669,Inactive Investor,Adrian Garcia,,Fidelity Brokerage Services LLC,,,Salesforce
10897011,Inactive Investor,Frank Evers,Financial Advisor,Edward Jones Raleigh NC 9131 Anson Way,,,Salesforce
9561377,,David Guilford,,,dguilford@gmail.com,,List import
9620535,,sapan shah,,,shahsapan@gmail.com,,List import
11204042,Inactive Investor,Richard Ginel,Investment Consultant,"Sageview Advisory Group, LLC Knoxville TN 3834 Sutherland Ave",rginel@sageviewadvisory.com,,Salesforce
11205504,Inactive Investor,Jason Masters,,J.P. Morgan Securities LLC Pittsburgh PA 5832 Forbes Ave,jason.masters@jpmorgan.com,,Salesforce
10949596,Inactive Investor,Miquela Harper,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,miquela.harper@fmr.com,,Salesforce
10858171,Inactive Investor,David Benway,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",david.benway@ml.com,,Salesforce
11061527,Inactive Investor,Natalia Benavides,,J.P. Morgan Securities LLC Fort Lauderdale FL 1799 Bell Tower Ln,natalia.benavides@chase.com,,Salesforce
11133406,Inactive Investor,Scott Lubenau,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,scott.lubenau@fidelity.com,,Salesforce
9544342,,Thomas Agostino,,,tagostino@gramercy.com,,List import
10844926,Inactive Investor,Daniel Lamacchia,Chief Executive Officer;Managing Principal;Owner;Principal;Regulatory Contact,Worthington Wealth Management,,,Salesforce
10606488,,Darren Smith,"Limited Partner, Partner, Portfolio Manager, Regulatory Contact","337 Frontier Capital, LP",darren@337frontier.com,646-813-3371,
11130806,Inactive Investor,Wilson Branham,Financial Advisor,LPL Financial LLC Camden SC 1034 Broad St,wilson.branham@lpl.com,,Salesforce
235693,, -,,[[Unknown]],martinedubay21@gmail.com,,
11052639,Inactive Investor,Jordan Sereno,Wealth Advisor,LPL Financial LLC Roanoke VA 3119 Chaparral Dr,jordan.s.sereno@lpl.com,,Salesforce
11071177,Inactive Investor,Gregory Smith,,"Cambridge Investment Research, Inc. Nashville TN 555 Marriott Dr",,,Salesforce
11031161,Inactive Investor,Andrew Hirsch,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",andrew.hirsch@nm.com,,Salesforce
10806301,Inactive Investor,Scott Ammon,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",scott.ammon@ml.com,,Salesforce
11222019,,Isaac Barthelmess,,,ibarthelmess@wealthenhancement.com,,List Import
10964840,Inactive Investor,Brian Seymour,Chief Compliance Officer;Chief Executive Officer;Founder,Prosperitage Wealth McDonough GA 2577 Highway 20 E,,,Salesforce
10876042,Inactive Investor,Toria Baker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,toria.baker@fmr.com,,Salesforce
368780,,Sean Corridon,Vice President & Deputy Chief Investment Officer,[Unknown],sean.corridon@acegroup.com, +1 212 827 4474,Database Upload
10613263,,Joseph Kasell,"Senior Financial Advisor, Vice President",,joe_kasell@ml.com,,List Import
10812804,Inactive Investor,Katherine Hu,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,katherine.lao@jpmorgan.com,,Salesforce
10904427,Inactive Investor,Jeffrey Shoemaker,Financial Advisor,Edward Jones Hastings MN 1317 Vermillion St,,,Salesforce
11163508,Inactive Investor,Ashley Alexander,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ashley_alexander@vanguard.com,,Salesforce
9622953,,Joe Phillips,,,jphill300@gmail.com,,List import
340627,,Seth Rosenbloom,General Counsel,Betterment,seth@betterment.com,212-228-1328,Manual List Upload
11053244,Inactive Investor,Daniel Zempel,,State Farm VP Management Corp. Lake Mills WI 120 S Main St,dan.zempel.jm7k@statefarm.com,,Salesforce
11080185,Inactive Investor,Donald Sickles,Senior Vice President - Wealth Management,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,donald.sickles@ubs.com,,Salesforce
11134562,Inactive Investor,David Fenstermaker,Certified Investment Management Analyst;Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Petoskey MI Private Residence",david.fenstermaker@raymondjames.com,,Salesforce
11053368,Inactive Investor,Nikolaus Redmond,Financial Advisor,Perennial Financial Services Fresno CA 5260 N Palm Ave,,,Salesforce
9598772,,Geoff Nelson,,,gnelson@merceradvisors.com,,List import
10783866,Inactive Investor,Aaron Simone,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,aaron.c.simone@jpmorgan.com,,Salesforce
338352,, -,,[[Unknown]],ctroubat@free.fr,,
10974003,Inactive Investor,Joan Van Allen,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,joan.vanallen@fmr.com,,Salesforce
10784522,Inactive Investor,Donald Whitaker,,Fidelity Brokerage Services LLC Dayton KY Private Residence,donald.whitaker@fidelity.com,,Salesforce
10824548,Inactive Investor,Clay Paris,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10658609,,Amber Harris,,,amber.harris@ceterais.com,,List Import
11178892,Inactive Investor,Mclane Moore,Financial Advisor,Edward Jones Brownwood TX 500 Main St,mclane.moore@edwardjones.com,,Salesforce
11180034,Inactive Investor,Bryan Norris,,LPL Financial LLC Columbus GA 1200 Brookstone Centre Pkwy,bryan.norris@lpl.com,,Salesforce
9602483,,Paul Nastasi,,,paul@ajperry.com,,List import
10898428,Inactive Investor,Matthew Johnson,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",matthew.a.johnson@truist.com,,Salesforce
374625,,Charles Kurtz,,Valley Forge Investment Consultants Inc,ckurtz@vffg.com,7172839247,Salesforce
11083249,Inactive Investor,David Lieblich,,Commonwealth Financial Network New City NY 130 Maple Ave,dlieblich@commonwealth.com,,Salesforce
10723479,,Lorenzo Zamagni,,,stormjez@gmail.com,,Web Form Fillout
10872441,Inactive Investor,Kurt Mede,,Country Capital Management Company O Fallon MO 719 Sonderen St,,,Salesforce
9563655,,Rodrigo Placido,,,rplacido78@gmail.com,,List import
11113441,Inactive Investor,George Christopoulos,Financial Advisor,LPL Financial LLC Arlington Heights IL 2 S Dunton Ave,george.christopoulos@lpl.com,,Salesforce
11109936,Inactive Investor,Daniel Parrott,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 50 Chestnut Ridge Rd",daniel.parrott@ml.com,,Salesforce
10648002,,Susan Haupt,,,susan.haupt@fidelity.com,,List import
10788401,Inactive Investor,Douglas Oliver,,"Osaic Wealth, Inc. Oklahoma City OK 3636 N Roff Ave",,,Salesforce
11002469,Inactive Investor,Ryan O'Shaughnessy,Relationship Manager,RWA Wealth Partners,roshaughnessy@rwawealth.com,,Salesforce
10864053,Inactive Investor,Brian Flemmer,Sales Manager;Vice President,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",brian.flemmer@raymondjames.com,,Salesforce
10973064,Inactive Investor,Hunter Harrison,,Cetera Advisor Networks LLC Ivins UT Private Residence,,,Salesforce
10919755,Inactive Investor,John Hamel,Managing Director;Managing Member,"Austec Wealth Management, LLC",jhamel@austecwm.com,,Salesforce
11218342,,Zoe Aymond,,,zoe.aymond@jpmorgan.com,,List Import
9595130,,Derek Williams,,,derek@williamswealth360.com,,List import
10844161,Inactive Investor,James Ackerman,Chief Compliance Officer;Member;President,"Ackerman Asset Management, LLC",ja@ackermanasset.com,,Salesforce
9634094,,Dinar B,,,edinar69@mail.ru,,List import
9594822,,James Holihan,,,holihan@evercore.com,,List import
11016834,Inactive Investor,Richard Rotella,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",,,Salesforce
11127809,Inactive Investor,Patricia Weber,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",patty.w.perry@ampf.com,,Salesforce
9628177,,Ravi Arulanantham,,,prarul@gmail.com,,List import
11207570,Inactive Investor,Annalisa Rada-Mcgee,Senior Client Service Associate,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,annalisa.radamcgee@ubs.com,,Salesforce
9612229,,Patrick R,,,reinhardt@imperial-corp.com,,List import
9543986,,Craig Morgenthal,,,craigbmorg@hotmail.com,,List import
11179124,Inactive Investor,Katelynn Schuetz,Financial Advisor,Edward Jones Granite City IL 2013 Johnson Rd,katie.schuetz@edwardjones.com,,Salesforce
10921763,Inactive Investor,Tim Weidenkeller,,"Farmers Financial Solutions, LLC Los Alamitos CA 10900 Los Alamitos Blvd",tweidenkeller@farmersagent.com,,Salesforce
9590423,,Jonathan Shelon,,,jonathan.shelon@kraneshares.com,,List import
11176563,Inactive Investor,Keith Redlin,Financial Advisor,Edward Jones Fremont NE 2215 N Clarkson St,keith.redlin@edwardjones.com,,Salesforce
10807576,Inactive Investor,Patrick Carroll,Senior Portfolio Manager,"World Equity Group, Inc. Pebble Beach CA Private Residence",pcarroll@weg1.com,,Salesforce
11159874,Inactive Investor,James Thibault,Managing Partner;Regulatory Contact,"Barron Financial Group, LLP",jthibault@barronfinancialgroup.com,,Salesforce
10777281,Inactive Investor,Dana Wozniak,Financial Advisor,Edward Jones Westminster CO 3640 W 112th Ave,,,Salesforce
9577627,,Marc Geller,,,mgeller@sigmarep.com,,List import
10657616,,Kimberly Stanislawski,,,kimberly.x.stanislawski@chase.com,,List Import
10867972,Inactive Investor,Brett Dulyea,Portfolio Strategist,First Foundation Advisors Los Angeles CA 10850 Wilshire Blvd,bdulyea@ff-inc.com,,Salesforce
11197628,Inactive Investor,Tyler Moison,Investment Advisor Representative,"Elevated Capital Advisors, LLC Overland Park KS 5200 W 94th Ter",,,Salesforce
11106949,Inactive Investor,Byron Woodman,Chairman;Chief Executive Officer;Founder,"Monument Group Wealth Advisors, LLC",,,Salesforce
11102061,Inactive Investor,Joseph Donnellon,Financial Advisor,"Osaic Wealth, Inc. Orland Park IL 16620 107th St",,,Salesforce
9637224,,Alexander Zaharoff,,,alexander@htgadvisors.com,,List import
152703,,claudio altobelli,,[Unknown],altobelli.claudio@gmail.com,,Organic Search
11086858,Inactive Investor,Johana Diaz,Business Manager;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",johana.k.diaz@ml.com,,Salesforce
9617154,,Robert Sibilla,,,rsibilla19@gmail.com,,List import
10757262,Inactive Investor,Catherine Robertson,Client Service Associate;Financial Advisor Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,catherine.robertson@morganstanley.com,,Salesforce
8139,, -,,[[Unknown]],korimini@gmail.com,,Initial Salesforce Import
11005682,Inactive Investor,Thomas Luke,,"Wells Fargo Clearing Services, LLC Savannah GA 7939 Waters Ave",,,Salesforce
9575050,,Laura Hamlin,,,laura_hamlin@ymail.com,,List import
9635411,,Karen Demarco,,,kdemarco@kahnbrothers.com,,List import
10778109,Inactive Investor,Julie Carpenter,Financial Advisor,Coker & Palmer,jcarpenter@cokerpalmer.com,,Salesforce
216524,,Donavan Maree,,[Unknown],don@lfwealth.co.za,,Event
10941408,Inactive Investor,Demitrius Gamble,,Citigroup Global Markets Inc.,,,Salesforce
240037,,Janet Skinner,"Assistant Vice President, Commercial Loan Officer",Investment Management Group,jskinner@stockmanbank.com,406-655-3960,Manual List Upload
11074456,Inactive Investor,Martha Mcgee,,"FBL Marketing Services, LLC Winfield KS 316 Main St",martha.mcgee@fblfinancial.com,,Salesforce
10960704,Inactive Investor,Alexandria Rosa,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11103691,Inactive Investor,Junior Granados,,"Voya Financial Advisors, Inc. La Verne CA Private Residence",junior.granados@voyafa.com,,Salesforce
9551059,,John Fico,,,john.fico@pnc.com,,List import
11133204,Inactive Investor,Navid Tofigh,Managing Director;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",navid.tofigh@wellsfargoadvisors.com,,Salesforce
11104641,Inactive Investor,Timothy Myers,Financial Advisor,Edward Jones Maryland Heights MO 201 Progress Pkwy,,,Salesforce
9600043,,Justin Hensel,,,jhensel@providentwp.com,,List import
9623578,,Edward Hoff,,,edwhoff@gmail.com,,List import
11086740,Inactive Investor,Royce Vinson,,J.P. Morgan Securities LLC Mesa AZ 6950 E Main St,royce.a.vinson@jpmorgan.com,,Salesforce
10890532,Inactive Investor,Jennifer Pena,,J.P. Morgan Securities LLC Hollywood FL 150 NW 180th Ave,jennifer.soriano@jpmorgan.com,,Salesforce
9542728,,Carmen Smith,,,3m14929q999@protonemail.com,,List import
9551281,,Adam Zghall,,,adam_zghall@americancentury.com,,List import
11081944,Inactive Investor,David Martinez,,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,,,Salesforce
10796736,Inactive Investor,Phaedon Kapetanakis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10827496,Inactive Investor,Chad Boisseau,Financial Advisor,"Ameriprise Financial Services, LLC Shreveport LA 6105 Line Ave",chad.e.boisseau@ampf.com,,Salesforce
196735,,Terri Bishop,,[Unknown],tbishop102@gmail.com,,source
10880172,Inactive Investor,Travis Cook,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11099354,Inactive Investor,Paul Cutter,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,paul.cutter@ubs.com,,Salesforce
225210,,Tracy smith,,United States,tracy.smith@unqork.com,,
6912555,,Keith Artel,,,krartel@gmail.com,,Web Form Fillout
11211601,Inactive Investor,Rylan Marx,Financial Advisor;Investment Advisor,Lincoln Investment Wexford PA 1000 Brooktree Rd,rmarx@lincolninvestment.com,,Salesforce
10836243,Inactive Investor,Francis Lawrance,Wealth Advisor,"SeaCrest Wealth Management, LLC Wilton CT Private Residence",flawrance@seacrestwm.com,,Salesforce
10857338,Inactive Investor,Kelley Dunlap,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",,,Salesforce
10902004,Inactive Investor,Zenobia Skinner,,PFS Investments Inc. Louisville KY 350 Evergreen Rd,zenobia.skinner@primerica.com,,Salesforce
11030942,Inactive Investor,Robert Brown,,J.P. Morgan Securities LLC Alexandria LA 3820 Jackson St,,,Salesforce
9554153,,Jonathan Rodriguez,,,pro787_stocks@outlook.com,,List import
10810998,Inactive Investor,Richard Vetica,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10920349,Inactive Investor,Catherine Fisher,,J.P. Morgan Securities LLC Jensen Beach FL 2998 NW Federal Hwy,catherine.t.fisher@chase.com,,Salesforce
9609136,,Trav VD,,,abratvandyke@gmail.com,,List import
11169798,Inactive Investor,Christopher Manzi,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",christopher.manzi@raymondjames.com,,Salesforce
11179710,Inactive Investor,Bryan Krumwiede,Financial Advisor,Edward Jones Glasgow MT 641 1st Ave N,bryan.krumwiede@edwardjones.com,,Salesforce
10954802,Inactive Investor,Benjamin Frazier,,Fidelity Brokerage Services LLC,,,Salesforce
10618880,,Brian McGraw,,,bmcgraw@hightoweradvisors.com,,List Import
11091794,Inactive Investor,Philip Spica,,"Pruco Securities, LLC. Blackwood NJ 1504 Blackwood Clementon Rd",philip.spica@prudential.com,,Salesforce
6351992,,[Unknown],,,info@hassellwealth.com,,Web Form Fillout
11046803,Inactive Investor,Barbara Ast,,LPL Financial LLC New Berlin WI 2775 S Moorland Rd,,,Salesforce
11234232,Inactive Investor,Toi Vislisel,,State Farm VP Management Corp. Brunswick GA 104 Trade St,,,Salesforce
11255193,Inactive Investor,Michael Duprey,Managing Director,Advisory Services Network Alexandria VA 201 N Union St,,,Salesforce
11075390,Inactive Investor,Omar Perez,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",omar.perez@tiaa.org,,Salesforce
10844647,Inactive Investor,Russell Rabadeau,,"Raymond James Financial Services, Inc. Westfield NJ 324 E Broad St",russell.rabadeau@raymondjames.com,,Salesforce
11141153,Inactive Investor,Virginia King,Director - Wealth Management;Partner;Wealth Manager,"Aspiriant, LLC",,,Salesforce
11017596,Inactive Investor,Douglas Norem,Financial Advisor,Edward Jones Cedar Rapids IA 2665 Edgewood Pkwy SW,doug.norem@edwardjones.com,,Salesforce
10806601,Inactive Investor,Christopher Fuhrman,Financial Advisor,Edward Jones Spirit Lake IA 1724 Hill Ave,christopher.fuhrman@edwardjones.com,,Salesforce
10933924,Inactive Investor,Timothy Hutcheson,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,timothyhutcheson@statefarm.com,,Salesforce
5280127,,bfnh ngmj,,,deyif80437@teknowa.com,,Web Form Fillout
9595838,,Paula Feinberg,"Managing Director, Partner","Steward Partners Investment Advisory, LLC",paula.feinberg@stewardpartners.com,,List import
10862644,Inactive Investor,James Hausman,,PFS Investments Inc. Quakertown PA 101 E Mill St,james.hausman@primerica.com,,Salesforce
11111519,Inactive Investor,Ronalee Johnsen,,LPL Financial LLC Miller SD 622 N Broadway Ave,ronalee.johnsen@lpl.com,,Salesforce
11150088,Inactive Investor,Bryan Holstrom,,"Osaic Wealth, Inc. Saint Charles IL 40W147 Campton Crossings Dr",,,Salesforce
11202012,Inactive Investor,John Parisi,Managing Member;Managing Partner;Regulatory Contact,"Parisi Gray Wealth Management, LLC",jparisi@parisigray.com,,Salesforce
10824411,Inactive Investor,Jim Hopkins,Financial Advisor,"Ameriprise Financial Services, LLC Kokomo IN 217 E Southway Blvd",jim.hopkins@ampf.com,,Salesforce
9615055,,Zahir Oliver,,,daved@crutchfield.com,,List import
10647814,,Tristen Smith,,,tristen.smith@morganstanley.com,,List Import
9602808,,Armel Agbodjan,,,aagbodjan7@gmail.com,,List import
9622748,,Pedro Laurentino,,,laurentino.tst@gmail.com,,List import
10898693,Inactive Investor,Jennifer Burns,,The Huntington Investment Company Findlay OH 236 S Main St,jennifer.burns@huntington.com,,Salesforce
10846768,Inactive Investor,Philip Courville,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10951457,Inactive Investor,Charla Nash,Financial Advisor,Edward Jones Greensburg IN 115 E Main St,charla.nash@edwardjones.com,,Salesforce
10960737,Inactive Investor,David Habart,,State Farm VP Management Corp. Las Vegas NV 2035 Village Center Cir,david.habart.ram6@statefarm.com,,Salesforce
11033845,Inactive Investor,Michael Ravensbergen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",michael.ravensbergen@ml.com,,Salesforce
11130470,Inactive Investor,Timothy Rich,Financial Advisor,"Osaic Wealth, Inc. Castro Valley CA 21977 Redwood Rd",,,Salesforce
11090182,Inactive Investor,Deon Blaney,Chief Compliance Officer;Managing Member,Private Wealth Management LLC,,,Salesforce
10614831,,William Burns,"Director - Alternative Investments, Financial Advisor, Financial Planning Specialist, Insurance Planning Director, Lending Speci",,william.m.burns@morganstanley.com,,List Import
11121067,Inactive Investor,Richard Neal,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",richard_neal@ml.com,,Salesforce
11093276,Inactive Investor,Durgaprasad Vallabhapurapu,,"Transamerica Financial Advisors, Inc Rolling Meadows IL 3701 Algonquin Rd",durgaprasad.vallabhapurapu@tfaconnect.com,,Salesforce
10992008,Inactive Investor,Stephanie Paul,,"Empower Financial Services, Inc Franklinville NJ Private Residence",stephanie.paul@empower.com,,Salesforce
10989125,Inactive Investor,Christopher Aeillo,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",cpaeillo@firstcommand.com,,Salesforce
11019030,Inactive Investor,Alexander Kuster,,J.P. Morgan Securities LLC Rocky River OH 20780 Center Ridge Rd,alexander.kuster@chase.com,,Salesforce
10816179,Inactive Investor,Lynn McAllister,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Sioux City IA 4608 Morningside Ave",lynn.mcallister@usbank.com,,Salesforce
11220023,,Allison Fisch,,,fisch@pzena.com,,Other
10774258,Inactive Investor,Adam Kaback,,Morgan Stanley New York NY 55 E 52nd St,adam.kaback@morganstanley.com,,Salesforce
9596111,,Shelly Diaz,,,diaz@gryphoninvestors.com,,List import
10897779,Inactive Investor,Roosevelt Clairjour,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,roosevelt.clairjour@jpmorgan.com,,Salesforce
343748,,Vicki Berger,"Office COOrdinator, Commissions Specialist","Kcd Financial, Inc.",vicki@kcdfinancial.com,920-347-3400,Manual List Upload
10995501,Inactive Investor,Courtney Reed,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9544000,,Syed Umair Ahmed,,,umaiirr@hotmail.com,,List import
10952354,Inactive Investor,Raul Garcia,,LPL Financial LLC Brownsville TX Private Residence,raul.garcia@lpl.com,,Salesforce
10841311,Inactive Investor,David McQuaid,,Compass Securities Corporation,,,Salesforce
9616004,,Yi-wen Hsu,,,evanhsu1013@gmail.com,,List import
9630254,,victor velarde,,,vvelardepinillos@gmail.com,,List import
11157437,Inactive Investor,Jeffrey Scott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 545 N Broad St",,,Salesforce
7396519,,Bradley D Smith,,,jivemag389@jthoven.com,,Web Form Fillout
11074345,Inactive Investor,Joseph A Hawes,Senior Vice President;Wealth Advisor,"Capital Advisors, Inc.",jhawes@capitaladv.com,,Salesforce
170533,,Jimmy Sawh,,[Unknown],jimmysawh@hotmail.com,,Paid Social
11236144,Inactive Investor,Jessica Peabody,,M. S. Howells & Co. Tucson AZ 3971 E Paradise Falls Dr,,,Salesforce
11150650,Inactive Investor,John Huhtala,,J.P. Morgan Securities LLC Syracuse NY 500 Plum St,,,Salesforce
9554386,,Jeffrey Landle,,,jlandle@littleharboradvisors.com,,List import
9555300,,Janice Peebles,,,janpeebles@argi.net,,List Import
9619848,,Rob Fuller,,,robert19301@hotmail.com,,List import
10858924,Inactive Investor,Steven Somerman,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",steve.somerman@nm.com,,Salesforce
10795000,Inactive Investor,David Dalton,Financial Advisor,LPL Financial LLC West Chester OH 7237 Cincinnati Dayton Rd,david.dalton@lpl.com,,Salesforce
11066351,Inactive Investor,Kitty Shum,Senior Registered Associate,Morgan Stanley New York NY 55 E 52nd St,kitty.shum@morganstanley.com,,Salesforce
10860874,Inactive Investor,Mitchell Allen,Investment Advisor Representative,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
9644746,,Matt Fleury,,,mfresearch@diametercap.com,,List import
10882300,Inactive Investor,Shamaya Grant,,"Pruco Securities, LLC. Newark NJ 213 Washington St",shamaya.grant@prudential.com,,Salesforce
11031414,Inactive Investor,David Rocha,,J.P. Morgan Securities LLC Bakersfield CA 6085 Coffee Rd,david.rocha@jpmorgan.com,,Salesforce
11191662,Inactive Investor,Sherri Jones,,"Raymond James & Associates, Inc. Saint Augustine FL 30 Epic Blvd",sherri.jones@raymondjames.com,,Salesforce
10976554,Inactive Investor,Sam Rosenberg,,Citigroup Global Markets Inc.,sam.rosenberg@citigroup.com,,Salesforce
11014593,Inactive Investor,Jaquera Martin,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,,,Salesforce
10866979,Inactive Investor,Anthony Piretti,Financial Advisor;Research Analyst,Affinity Wealth Management LLC,,,Salesforce
11167003,Inactive Investor,Melissa Baird,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9573724,,Peter Siris,,,psiris@ix.netcom.com,,List import
10486742,,Leslie Greco-Pool,Regional Executive,"Raymond James & Associates, Inc.",leslie.grecopool@alex-brown.com,,List Import
11236536,Inactive Investor,Lindsay Frabotta,Investment Advisor Representative,Capital A Wealth Management,,,Salesforce
10768702,Inactive Investor,Lesley Marrero,Financial Advisor,Edward Jones Point Pleasant WV 2807 Jackson Ave,lesley.marrero@edwardjones.com,,Salesforce
10957544,Inactive Investor,Adam Strouse,,Citigroup Global Markets Inc.,,,Salesforce
9636539,,William Hopkins,,,whopkins@odysseyinvestment.com,,List import
9585354,,Jami Zamyad,,,jazss@aol.com,,List import
9558794,,Lee Rosenblum,,,lee.rosenblum@transamerica.com,,List import
214543,,Arun Srinivasan,,[Unknown],arunsrinivasan81@gmail.com,,source
10922231,Inactive Investor,Chan Chang,,"Osaic Wealth, Inc. Commack NY 58 Vanderbilt Motor Pkwy",,,Salesforce
9583509,,Qi Dong,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",qi.dong@tfaconnect.com,469-931-3008,List import
7453614,,JIK LOK,,,bakoh72323@jthoven.com,,Web Form Fillout
11124708,Inactive Investor,Casey Henly,Financial Advisor,Thrivent Investment Management Inc. Brenham TX 203 S Jackson St,casey.henly@thrivent.com,,Salesforce
11098392,Inactive Investor,Jason Cyza,,"First Citizens Investor Services, Inc. Omaha NE Private Residence",jason.cyza@firstcitizens.com,,Salesforce
9561939,,Eric Zhu,,,ycycoo88@gmail.com,,List import
9642752,,Luther Sullivan,,,freeindiv@gmail.com,,List import
11055311,Inactive Investor,James Gilbert,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,james.gilbert@gs.com,,Salesforce
10995151,Inactive Investor,Nicholas Gonzalez,Senior Wealth Advisor,"Granite Harbor Advisors, Inc.",nicholas.gonzalez@graniteharboradvisors.com,,Salesforce
9566342,,Jonathan Espinosa,,,jonathan@ballastcapitaladvisors.com,,List import
11012069,Inactive Investor,Christopher Ahrens,,GWN Securities Inc. Greeley CO 1935 65th Ave,cahrens@gwnsecurities.com,,Salesforce
10826466,Inactive Investor,Christopher George,First Vice President - Wealth Management;Senior Managed Accounts Consultant;Wealth Advisor,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,christopher.l.george@ubs.com,,Salesforce
230979,, -,,[Unknown],poolbuddy@mweb.co.za,,
10923360,Inactive Investor,Marc Cooper,,"Raymond James Financial Services, Inc. Medford OR 4451 Brown Ridge Ter",marc.cooper@raymondjames.com,,Salesforce
11009793,Inactive Investor,Blake Herideen,,Key Investment Services LLC Akron OH 3983 Medina Rd,blake.herideen@key.com,,Salesforce
8135667,,Muhammad Nurunnabi,,,mnjewelps@gmail.com,,Web form fillout
11196573,Inactive Investor,Lana Xiao,,"First Citizens Investor Services, Inc. San Francisco CA 222 2nd St",lana.xiao@firstcitizens.com,,Salesforce
5821548,,Haldyansyah ldy,,,haldyansyahhaldy@gmail.com,,Web Form Fillout
10938399,Inactive Investor,Frederick Harrison,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
11110636,Inactive Investor,Eugene Wehrheim,,"Nations Financial Group, Inc. Cedar Rapids IA 3330 Mount Vernon Rd SE",,,Salesforce
10960148,Inactive Investor,Taranbir Sawhney,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,tsawhney@ft.newyorklife.com,,Salesforce
11032318,Inactive Investor,Joseph Vartanian,,"Kestra Investment Services, LLC Greensboro NC 328 E Market St",,,Salesforce
9593030,,M Tnnc,,,msc.m.tutuncu@gmail.com,,List import
370962,,Glenn Godet,,Netherlands,glenngodet@outlook.com,,Salesforce
235663,, -,,[[Unknown]],spylah@msn.com,,
352327,,Jette Campbell,Partner,"Carl Marks Management Company, Llc",jcampbell@carlmarks.com,212-909-8400,Manual List Upload
10975349,Inactive Investor,Michael Yoo,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,michaelyoo@statefarm.com,,Salesforce
11084133,Inactive Investor,Ward Pendleton,Director - Alternative Investments;Financial Advisor;First Vice President,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,ward.pendleton@morganstanley.com,,Salesforce
10824703,Inactive Investor,Joseph Silva,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 10375 Richmond Ave",joseph.l.silva@ampf.com,,Salesforce
10815480,Inactive Investor,Jason Brown,,Morgan Stanley Camp Hill PA 214 Senate Ave,jason.w.brown@morganstanley.com,,Salesforce
10764005,Inactive Investor,Marc Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",marc.thompson@wellsfargoadvisors.com,,Salesforce
147810,,Choy Heng WAN,,[Unknown],wanchoyheng@gmail.com,,
10899862,Inactive Investor,Benjamin Heilman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11034830,Inactive Investor,David Pater,Financial Advisor,"Ameriprise Financial Services, LLC Wichita KS 8118 E Douglas Ave",david.j.pater@ampf.com,,Salesforce
11020256,Inactive Investor,Maria Elena Castaneda,,PFS Investments Inc. Portland OR 7360 SW Hunziker Rd,mcastaneda.pclh2@primerica.com,,Salesforce
11160481,Inactive Investor,Michael Lusardi,Senior Wealth Strategy Associate,UBS Financial Services Inc. Hartford CT 1 State St,michael.lusardi@ubs.com,,Salesforce
9639391,,Stephen Poulos,,,spoulos@cpg.org,,List import
9636571,,Daniel Warcholak,,,dwarcholak@cwcapital.com,,List import
341533,,Lois Lazenby,Member,"Mersereau, Lazenby & Rockas, L.l.c.",llazenby@cpaml.com,770-614-6800,Manual List Upload
9637295,,LEO YANG,,,leo.yang11@hotmail.com,,List import
9587076,,Nadine Hall,,,nhall@swbc.com,,List import
10659199,,Julie Shea,,,julie.shea@wellsfargoadvisors.com,,List Import
9575074,,George Pelesky,,,gpeleskyjr@gmail.com,,List import
9547806,,Alfredo Sanchez,,,alfredo.sanchez@valic.com,,List import
10936808,Inactive Investor,Matthew Smith,,"Farmers Financial Solutions, LLC Columbia MO 401 Vandiver Dr",,,Salesforce
10884614,Inactive Investor,Michael Roush,Financial Advisor,The Huntington Investment Company Columbus OH 3740 W Dublin Granville Rd,michael.roush@huntington.com,,Salesforce
9571538,,Jean-Louis -,,,jeanlouismichelaz@gmail.com,,List import
349284,,Cynthia Lyons,Member,"Lauterbach Financial Advisors, Llc",clyons@lb-cpa.com,915-544-6950,Manual List Upload
11047260,Inactive Investor,Lindsey Philavanh,,LPL Financial LLC Wausau WI 500 N 3rd St,lindsey.philavanh@lpl.com,,Salesforce
9628056,,Stefanie Conahan,,,stefanie@sfconahan.com,,List import
9629488,,Spencer Sloan,,,sasloanjr@gmail.com,,List import
11229412,Inactive Investor,Joseph Kack,,"Grove Point Investments, LLC Chanhassen MN 7925 Stone Creek Dr",,,Salesforce
10777332,Inactive Investor,Greg Solis,Financial Advisor,LPL Financial LLC La Quinta CA 78075 Main St,greg.solis@lpl.com,,Salesforce
11024906,Inactive Investor,Natalie Brunner,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",natalie.brunner@nm.com,,Salesforce
11137372,Inactive Investor,Teresa Battaglia,,Commonwealth Financial Network Pittsburgh PA 790 Holiday Dr,tbattaglia@commonwealth.com,,Salesforce
11013362,Inactive Investor,Anna Malbaurn,,J.P. Morgan Securities LLC Jupiter FL 2425 W Indiantown Rd,anna.malbaurn@jpmorgan.com,,Salesforce
10486444,,April Harper,Director,"Prospera Financial Services, Inc.",april.harper@prosperafinancial.com,,List Import
199121,,rob zhang,,[[Unknown]],huge_zhang@yahoo.com,,Direct
10775193,Inactive Investor,William Schroth,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",bill.schroth@raymondjames.com,,Salesforce
11009252,Inactive Investor,Naina Vyas,,NYLIFE Securities LLC,,,Salesforce
248930,,Lois Tullo,Prof/CCO,"Schulich School of Business, YAMS Tech",ltullo@jlt.net,,Manual List Upload
11229407,Inactive Investor,Mary Reay,,William Blair,,,Salesforce
11094272,Inactive Investor,Alec Beauchemin,Financial Planning Consultant,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11029455,Inactive Investor,Belinda Triplett,,Lincoln Investment,btriplett@lincolninvestment.com,,Salesforce
10909156,Inactive Investor,Meredith Howe,,PFS Investments Inc. Denver CO 3333 S Wadsworth Blvd,meredith.corder@primerica.com,,Salesforce
9624038,,Trinnapat Sirapakdetada,,,bukalosmaxiima@gmail.com,,List import
10815571,Inactive Investor,John Wachter,Financial Advisor,Edward Jones New Orleans LA 2633 Napoleon Ave,john.wachter@edwardjones.com,,Salesforce
11294367,Inactive Investor,Brian Ransom,Research Director,Signature Wealth Management Group LLC,brian.ransom@signaturewmg.com,678-932-2500,Salesforce
10911158,Inactive Investor,Elizabeth Worthington,Financial Advisor,"Osaic Wealth, Inc. Brookfield CT 14 Fairfield Dr",,,Salesforce
11122916,Inactive Investor,Christian Salhuana,Financial Advisor,Edward Jones Marietta GA 2440 Sandy Plains Rd,christian.salhuana@edwardjones.com,,Salesforce
11168237,Inactive Investor,Jodi Plessinger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
8557,,Jim Gragtmans,,Town of Newmarket,jimgragtmans@rogers.com,,Direct
11186880,Inactive Investor,Ralph Bender,Chief Executive Officer;Financial Advisor;Founder;Regulatory Contact,Enduring Wealth Advisors,ralph@enduringwealth.com,,Salesforce
9617432,,Robert Negron,,,rob2040@aol.com,,List import
63501,,Michael Miller,Director - IT Service Management,"MML Investors Services, LLC",mmiller@financialguide.com,734-260-4284,
10962118,Inactive Investor,Marti Joines,Associate,Edward Jones Hazleton PA 24 W Broad St,,,Salesforce
10756697,Inactive Investor,Eldred Barger,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 1400 Urban Center Dr",eldred.l.barger@ampf.com,,Salesforce
10783687,Inactive Investor,Ronald Carter,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",ronald.carter@wellsfargoadvisors.com,,Salesforce
10910913,Inactive Investor,Elyse Dornhecker,Chief Compliance Officer;Founding Partner,Azure Wealth Management,elyse@azurewm.com,,Salesforce
11101044,Inactive Investor,John Jackson,Owner;President,Barony Financial Group,,,Salesforce
373174,,Brent Cohen,,[Unknown],brent@jabrellc.com,,source
10924406,Inactive Investor,Mary Suarez,,PFS Investments Inc. Hurst TX 700 NE Loop 820,mary.belue@primerica.com,,Salesforce
10955795,Inactive Investor,Jacob Mickle,Financial Advisor,"Independent Financial Group, LLC Cottonwood AZ 120 N Quail Trl",,,Salesforce
11070404,Inactive Investor,Michael Stewart,Chief Compliance Officer;Executive Vice President,Dana Investment Advisors Inc Brookfield WI 15800 W Bluemound Rd,michaels@danainvestment.com,,Salesforce
11155089,Inactive Investor,James Hines,,Deutsche Bank Securities Inc.,,,Salesforce
9607392,,Paul LaQuerre,,,palaquerre@gmail.com,,List import
231410,, -,,[[Unknown]],j_mortelmans@mac.com,,
10780560,Inactive Investor,Louis Sanchez,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Meadville PA 16285 Conneaut Lake Rd",louis.a.sanchez@ampf.com,,Salesforce
240008,,Peggy Sattoriva,"Vice President, Consumer Loan Officer",Investment Management Group,psattoriva@stockmanbank.com,406-655-3960,Manual List Upload
10787524,Inactive Investor,Matthew Tribul,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,matthew.tribul@fidelity.com,,Salesforce
9577014,,Christopher Therrien,,,ctherrien@ayco.com,,List import
9624634,,Gok Ak,,,gokak@dance.com,,List import
10932675,Inactive Investor,Melissa Mann,,State Farm VP Management Corp.,,,Salesforce
10809995,Inactive Investor,Luigi Veltri,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",luigi.f.veltri@ml.com,,Salesforce
11114416,Inactive Investor,Eric Diesl,,Stonex Securities Inc. Saint Augustine FL Private Residence,eric.diesl@saswealth.com,,Salesforce
11200846,Inactive Investor,Christian Ramirez,Chief Compliance Officer,"LifeInvest Wealth Management, Ltd",cramirez@lifeinvestwealth.com,,Salesforce
11254467,Inactive Investor,Richelle Weller-Moore,,"U.S. Bancorp Investments, Inc. Newhall CA 23620 Lyons Ave",,,Salesforce
9598643,,Frank Serafino,,,franksmail@verizon.net,,List import
10892069,Inactive Investor,John Kuss,Financial Advisor,Edward Jones Hudson OH 84 Village Way,john.kuss@edwardjones.com,,Salesforce
10963982,Inactive Investor,Chelsey Packer,,"Wells Fargo Clearing Services, LLC West Jordan UT 2640 W 9000 S",,,Salesforce
11159020,Inactive Investor,Steven Bower,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,steve.bower@fmr.com,,Salesforce
11022402,Inactive Investor,Ryan Gardner,Head - Defined Contribution;Managing Partner,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
10958626,Inactive Investor,Daniel Rodriguez,,J.P. Morgan Securities LLC Chicago IL 5606 W Montrose Ave,dan.rodriguez@chase.com,,Salesforce
11230139,Inactive Investor,Timothy Brandt,,"FBL Marketing Services, LLC",,,Salesforce
11135586,Inactive Investor,Armand Pastine,,Celadon Financial Group LLC Fort Lauderdale FL 2409 N Atlantic Blvd,apastine@celadonfinancial.com,,Salesforce
348368,,Tiffany Nunn,Senior Investment Analyst,"Crossmark Global Investments, Inc.",tnunn@crossmarkglobal.com,713-260-9000,Manual List Upload
11130762,Inactive Investor,Christopher Makowski,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,christopher.makowski@chase.com,,Salesforce
11019187,Inactive Investor,Barrett Spragg,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,s.barrett@jpmorgan.com,,Salesforce
9573398,,Dominic Rafetto,,,dgrafetto@ft.newyorklife.com,,List import
10970932,Inactive Investor,Christopher Denis,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,,,Salesforce
11149367,Inactive Investor,James Blue,,Country Capital Management Company Paris IL 802 N Main St,james.blue@countryfinancial.com,,Salesforce
10830848,Inactive Investor,William Burke,Senior Wealth Strategy Associate;Vice President,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,william.j.burke@ubs.com,,Salesforce
11069191,Inactive Investor,Richard Merrifield,,"Coldstream Securities, Inc.",rich.merrifield@coldstream.com,,Salesforce
10794617,Inactive Investor,Angel Chavez,Corporate Retirement Director;Executive Financial Services Director;Family Wealth Director;Financial Wellness Director;Senior Po,Morgan Stanley San Francisco CA 555 California St,angel.chavez@morganstanley.com,,Salesforce
10917046,Inactive Investor,James Cooper,,LPL Financial LLC Eagle CO Private Residence,jim.cooper@lpl.com,,Salesforce
9635603,,Thomas Zanios,,,thomas@gemspring.com,,List import
10957357,Inactive Investor,Adam Colombie,Associate,Edward Jones Keene NH 650 Park Ave,,,Salesforce
11101384,Inactive Investor,Timothy Sullivan,Founder;President;Principal Advisor,Clarity Financial,tim@goclarityfinancial.com,,Salesforce
10944406,Inactive Investor,Richard Walsh,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11054639,Inactive Investor,Marshall Grant,Financial Advisor,Morgan Stanley Incline Village NV 917 Tahoe Blvd,marshall.grant@morganstanley.com,,Salesforce
10818270,Inactive Investor,Zachary Lyons,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",zachary.d.lyons@ml.com,,Salesforce
238231,,Flyerd1@yahoo.com Kilmer,,[Unknown],flyerd1@yahoo.com,,
10787473,Inactive Investor,Daniel Fontaine,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",daniel.fontaine@schwab.com,,Salesforce
10791255,Inactive Investor,Stephen Bartlett,,"Wells Fargo Advisors Financial Network, LLC Omaha NE 10250 Regency Cir",stephen.l.bartlett@wellsfargo.com,,Salesforce
11100397,Inactive Investor,Kyle Clark,Investment Advisor,Gerber Kawasaki Wealth & Investment Management,kyle@gerberkawasaki.com,,Salesforce
11000837,Inactive Investor,Anthony Manasseri,Financial Advisor,"Pruco Securities, LLC. Nixa MO 201 Village Center St",tony.manasseri@prudential.com,,Salesforce
11171793,Inactive Investor,Tatiana Perez Perez,,J.P. Morgan Securities LLC Danbury CT 42 Lake Avenue Ext,tatiana.perez-perez@jpmorgan.com,,Salesforce
10992584,Inactive Investor,Lowell Stewart,,"Avantax Investment Services, Inc. Batesville AR 410 Barnett Dr",,,Salesforce
11173953,Inactive Investor,Ryan Krakosky,,Edward Jones Maryland Heights MO 170 Edward Jones Blvd,,,Salesforce
9638533,,Ken Peng,,,ken.peng@citi.com,,List import
11017750,Inactive Investor,Scott Odell,,NYLIFE Securities LLC Claxton GA 5 N Newton St,sodell00@ft.newyorklife.com,,Salesforce
10818450,Inactive Investor,Heath Van Wyk,,J.P. Morgan Securities LLC Boise ID 2423 S Apple St,heath.vanwyk@jpmorgan.com,,Salesforce
9554823,,Daniel Cauceglia,,,dcauceglia@aventuracap.com,,List import
11053640,Inactive Investor,Michael Cook,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",michael.g.cook@nm.com,,Salesforce
9551633,,Bob Skowron,,,bob.skowron@nisanet.com,,List import
10944195,Inactive Investor,Joshua Rivlin,,"Cambridge Investment Research, Inc. Owings Mills MD 300 Redland Ct",,,Salesforce
10487090,,Steven Baaden,"Executive Director - Investments, Financial Advisor",Oppenheimer & Co. Inc.,steven.baaden@opco.com,,List Import
11145322,Inactive Investor,Ruven Rodriguez,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,ruven.rodriguez@morganstanley.com,,Salesforce
10857572,Inactive Investor,William Lendl,,"Raymond James Financial Services, Inc. West Chester OH 8859 Cincinnati Dayton Rd",bill.lendl@raymondjames.com,,Salesforce
11005343,Inactive Investor,Matthew Holm,,State Farm VP Management Corp.,matt.holm.dd8l@statefarm.com,,Salesforce
10976313,Inactive Investor,Stephen Sabo,,Four Points Capital Partners LLC New York NY 99 Park Ave,,,Salesforce
4927319,,Christy Neal,,,ggqbqgvodwb@spacehotline.com,,Web Form Fillout
2640988,,Ed Kaya,,,sales@capdem.com,,
201598,,Timothy Meek,Vice President,Calamos Advisors LLC,tmeek@calamos.com,630-245-7209,
11180863,Inactive Investor,Joshua Bozann,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
345455,,Sean Weiss,Director,Long Wharf Capital Llc,sean.weiss@longwharf.com,617-250-7260,Manual List Upload
11212251,Inactive Investor,Carl Meyers,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Plymouth MI 505 S Main St",carl.meyers@raymondjames.com,,Salesforce
11216878,,Daryl Merrick,,,daryl.e.merrick@ampf.com,,Other
11042285,Inactive Investor,Philip Pluta,Executive Director,J.P. Morgan Securities LLC Newport Beach CA 660 Newport Center Dr,philip.s.pluta@jpmorgan.com,,Salesforce
10889407,Inactive Investor,Brian O'Rourke,Director - Financial Planning;Senior Financial Planner,Prato Capital Management,borourke@pratocapital.com,,Salesforce
10661721,,Stuart Larkins,,,stuart@chicagoventures.com,,List Import
11038071,Inactive Investor,Richard Vest,Investment Advisor,"Osaic Wealth, Inc. Chesterfield MO 14567 N Outer 40 Rd",,,Salesforce
10775344,Inactive Investor,Roxanne Meury,Financial Advisor,Edward Jones Helena MT 3091 N Sanders St,roxanne.meury@edwardjones.com,,Salesforce
9574650,,Nicholas Blattner,,,nick.blattner@voya.com,,List import
11011342,Inactive Investor,Isaiah Bross,Paraplanner,Commonwealth Financial Network Dundee MI 326 Tecumseh St,ibross@commonwealth.com,,Salesforce
11137092,Inactive Investor,Donna Mears,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9568268,,Steve Baum,,,sbaum@friedmanllp.com,,List import
10752696,Inactive Investor,Christopher Scott,Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,christopher.scott@ubs.com,,Salesforce
9560212,,edward han,,,edward.j.han@bofa.com,,List import
10770032,Inactive Investor,Sidney Kowal,Financial Professional,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",sidney.kowal@prudential.com,,Salesforce
10868675,Inactive Investor,Scott Turner,,MWA Financial Services Inc. Gamaliel KY 348 W Main St,scott.c.turner@mwarep.org,,Salesforce
10940645,Inactive Investor,Catherine Bradford,,Cetera Investment Services LLC Walnut Creek CA 1600 S Main St,catherine.bradford@ceterainvestors.com,,Salesforce
9626378,,Lyle Boley,,,lyle866@hotmail.com,,List import
10618893,,Christopher Porcelli,,,christopher.porcelli@morganstanley.com,,List Import
370769,,Regomoditswe Omphile,,South Africa,othekidz@gmail.com,,Salesforce
11011764,Inactive Investor,Milos Vranic,,Park Avenue Securities LLC Saint Louis MO 625 Maryville Centre Dr,milos_vranic@glic.com,,Salesforce
11093219,Inactive Investor,Kelly Decourcy,Financial Advisor,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",kelly.decourcy@wellsfargoadvisors.com,,Salesforce
226758,,Yimei -,,Self,ysun1971@yahoo.com,,Initial Salesforce Import
9636467,,Roger Allen,CCO & Managing Member,"Pathway Wealth Management, Llc",roger@pathwealth.com,,List import
10645029,,Andrew Flanagan,,,andrew.eweingart@farmersagency.com,,List Import
11221002,,Heidi Barnett,,,heidi@cainwatters.com,,List Import
11077913,Inactive Investor,Dario Orellana,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palmdale CA 839 E Palmdale Blvd",dario.orellana@ml.com,,Salesforce
9608350,,Syed Ahmed,,,imran.a.syed@gmail.com,,List import
9548626,,a j,,,7gnbking@gmail.com,,List import
10879606,Inactive Investor,Scott Ewing,,Cetera Investment Services LLC Brentwood TN 329 Franklin Rd,,,Salesforce
11023682,Inactive Investor,Kevin Jones,,"Raymond James & Associates, Inc.",kevin.jones@raymondjames.com,,Salesforce
11022195,Inactive Investor,Matthew Hinz,,Cetera Advisor Networks LLC Cedar Rapids IA 835 3rd Ave SE,,,Salesforce
10904379,Inactive Investor,Edward Alvigi,Financial Advisor,Edward Jones Algonquin IL 4091 W Algonquin Rd,ed.alvigi@edwardjones.com,,Salesforce
11075716,Inactive Investor,Neda Bayat,,J.P. Morgan Securities LLC Los Angeles CA 10701 W Pico Blvd,,,Salesforce
10952481,Inactive Investor,Dagner Rivero,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",dagner.rivero@tiaa.org,,Salesforce
10973671,Inactive Investor,Andrew Cobb,Financial Advisor;Senior Branch Office Administrator,Edward Jones Paris TX 707 Lamar Ave,andy.cobb@edwardjones.com,,Salesforce
345764,,Richard Taylor,Member,"Avid Wealth Management Group, Llc",rtaylor@avidwealth.com,678-306-1209,Manual List Upload
11096409,Inactive Investor,Keith Martens,Financial Advisor;Investment Management Specialist;Senior Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,keith.f.martens@morganstanley.com,,Salesforce
11031554,Inactive Investor,John Miller,,Cetera Advisor Networks LLC San Antonio TX 9601 US Hwy 281 N,,,Salesforce
10861560,Inactive Investor,Thomas Rose,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",heath.rose@nm.com,,Salesforce
11182607,Inactive Investor,Jeffery Persinger,,State Farm VP Management Corp. Bedford VA 738 Burks Hill Rd,,,Salesforce
10923820,Inactive Investor,Tanya Pages,,"The Leaders Group, Inc.",,,Salesforce
340027,,Carmen Andrews,Financial Advisor,Merit Financial Advisors,carmen.andrews@mysimplified.net,678-867-7050,Manual List Upload
117667,,Landon Feutral,Advisor,"MML Investors Services, LLC",lfeutral@financialguide.com,832-362-9722,
11166600,Inactive Investor,Mary Schuler,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,mary.schuler@ubs.com,,Salesforce
11051938,Inactive Investor,Gregory Giddings,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",gregory.giddings@prudential.com,,Salesforce
10994157,Inactive Investor,Nicholas Kakavas,,J.P. Morgan Securities LLC Boulder CO 2950 Pearl St,,,Salesforce
10900274,Inactive Investor,Paul Cathey,,SECU Brokerage Services Asheville NC 111 Smokey Park Hwy,paul.cathey@ncsecu.org,,Salesforce
11176406,Inactive Investor,George Reedy,,"R. Seelaus & Co., LLC",gtreedy@rseelaus.com,,Salesforce
11091665,Inactive Investor,Rashmi Jain,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,rashmi.jain@chase.com,,Salesforce
215948,,Reemus Fonseka,,[Unknown],reemus2012@gmail.com,,Organic Search
10942963,Inactive Investor,Richard Tober,Financial Advisor,"Pruco Securities, LLC. Muskegon MI 433 Seminole Rd",richard.tober@prudential.com,,Salesforce
11024967,Inactive Investor,Gloria Harris,,PFS Investments Inc. Montgomery AL 35 Carol Villa Dr,,,Salesforce
9619643,,Kenneth Swanson,,,kennethlucy@bellsouth.net,,List import
10772107,Inactive Investor,Timothy Cline,Independent Private Client Advisor,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,timothy.cline@jpmorgan.com,,Salesforce
11139380,Inactive Investor,Andrew Pakis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9614761,,Brian DiGiacco,,,bdigiacco@rdgandpartners.com,,List import
10881212,Inactive Investor,Frederick Angst,,"Osaic Wealth, Inc. Birmingham AL 2100 Southbridge Pkwy",,,Salesforce
10924277,Inactive Investor,Mark Fielder,,"Fortune Financial Services, Inc. Burbank CA Private Residence",,,Salesforce
11260051,Inactive Investor,Abigail Copland,,Edward Jones Chanhassen MN 480 W 78th St,,,Salesforce
1002814,Inactive Investor,Michael Livian,"CEO, Founder & Portfolio Manager",Livian & Co.,mlivian@livianco.com, +1 212 319 8900,Manual List Upload
11093796,Inactive Investor,Arlen Penfield,,"Raymond James Financial Services, Inc. Richmond VA 800 E Canal St",arlen.penfield@raymondjames.com,,Salesforce
10962965,Inactive Investor,Lindsay Harmon,,LPL Financial LLC Minneapolis MN 1650 W 82nd St,lindsay.ellison@lpl.com,,Salesforce
10967769,Inactive Investor,James Anderson,Director;Wealth Advisor,"Creekmur Asset Management, LLC",andy@creekmurwealth.com,,Salesforce
11027861,Inactive Investor,Valerie Chiverton,,PFS Investments Inc. South Ozone Park NY 11587 Lefferts Blvd,valerie.chiverton@primerica.com,,Salesforce
11105573,Inactive Investor,Dennis Browne,,Commonwealth Financial Network Lemoyne PA 650 N 12th St,,,Salesforce
9626344,,Joshua Townsend,,,joshua.townsend1993@gmail.com,,List import
10968684,Inactive Investor,Scot Tetreault,,PFS Investments Inc. Rome NY 503 N George St,scot.tetreault@primerica.com,,Salesforce
10760996,Inactive Investor,Matthew Van De Motter,Executive Director;Family Wealth Director;Financial Advisor,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,matthew.j.vandemotter@morganstanley.com,,Salesforce
9639289,,Ariel Shlien,,,ariel@surefirecapital.com,,List import
11048791,Inactive Investor,Jeffrey Paine,Chief Compliance Officer;Owner,Alaska Wealth Management,,,Salesforce
10968543,Inactive Investor,James Tassoni,Senior Financial Advisor,MDRN Capital Alto MI Private Residence,jamestassoni@mdrncapital.com,,Salesforce
10810179,Inactive Investor,Michael Goldman,First Vice President - Investments,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",michael.goldman@raymondjames.com,,Salesforce
216786,,Allen Weaver,,[Unknown],weavera@jhmckewen.com,,Event
11053654,Inactive Investor,Marvin Whitfield,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,marvin.whitfield@primerica.com,,Salesforce
10971429,Inactive Investor,Angela Thompson,,"Allstate Financial Services, LLC Cape Coral FL 2801 Del Prado Blvd S",angelathompson@allstate.com,,Salesforce
11133940,Inactive Investor,Thomas Warwick,,"Wealth Ambassadors, LLC",,,Salesforce
11056350,Inactive Investor,Brian Newman,Financial Advisor,"Hantz Financial Services, Inc.",brian.newman@hantzgroup.com,,Salesforce
11047410,Inactive Investor,James Morrow,Financial Advisor,"Ameriprise Financial Services, LLC Washington PA 100 Adios Dr",jc.morrow@ampf.com,,Salesforce
11202771,Inactive Investor,Troy Winegarner,Chief Compliance Officer;Managing Partner;Regulatory Contact,Strong Tower Advisory Services,troy@strongtowerwm.com,,Salesforce
10612343,,Stephen Barbosa,Financial Advisor,,stephen.barbosa@prudential.com,,List Import
10963846,Inactive Investor,Micah Moore,,"Peak Brokerage Services, LLC Naples NY 8624 State Rte 21",,,Salesforce
9616400,,Brian Leonard,,,summitplanning_brian@yahoo.com,,List import
11073071,Inactive Investor,Ryan Schomburg,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10788759,Inactive Investor,Cathy Thomas,Chief Compliance Officer;Chief Operating Officer;Managing Director;Senior Relationship Manager,Triangle Wealth Management,cthomas@trianglewealth.com,,Salesforce
11151120,Inactive Investor,Christopher Feutz,Financial Advisor,"Ameriprise Financial Services, LLC Green Bay WI 1331 North Rd",christopher.l.feutz@ampf.com,,Salesforce
344349,,Hunter Hill,Member,"Signaturefd, Llc",hunter.hill@signaturefd.com,404-253-7600,Manual List Upload
10781901,Inactive Investor,Brandon Barlow,,Fidelity Brokerage Services LLC,brandon.barlow@fidelity.com,,Salesforce
10808124,Inactive Investor,Dayna Moser,Senior Vice President,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,dayna.moser@ubs.com,,Salesforce
10961968,Inactive Investor,Joseph Powell,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
10759928,Inactive Investor,Bret Cameto,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",bret_cameto@ml.com,,Salesforce
10925738,Inactive Investor,Lacey Barnett,Financial Advisor,Edward Jones Woodstock VA 137A W Court St,lacey.barnett@edwardjones.com,,Salesforce
6455483,,Robert Carlin,,CalPERS,robert.carlin@calpers.ca.gov,9167951589,Web Form Fillout
11004250,Inactive Investor,Cody Baker,,"Northwestern Mutual Investment Services, LLC Knoxville TN 800 S Gay St",cody.baker@nm.com,,Salesforce
233261,, -,,[[Unknown]],gaudet.max@gmail.com,,
10826672,Inactive Investor,Ernie Plourde,,LifeMark Securities Corp. Cheshire CT 3 Cedar Ln,eplourde@lifemark.com,,Salesforce
10851715,Inactive Investor,Gable Andrews,Financial Advisor,Edward Jones Council Bluffs IA 1705 McPherson Ave,gable.andrews@edwardjones.com,,Salesforce
11199603,Inactive Investor,Joseph Lutz,Wealth Advisor,The AmeriFlex Group La Mesa CA 7777 Alvarado Rd,,,Salesforce
11063425,Inactive Investor,Stephen Sweet,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 10130 Mallard Creek Rd",stephen.a.sweet@ampf.com,,Salesforce
9565250,,LANCE STENFTENAGEL,,,lstenft@hotmail.com,,List import
243293,,Annabel Nguyen,,Bill Good Marketing,annabeln@billgoodmarketing.com,,Manual List Upload
10803615,Inactive Investor,Mark Willens,,"Raymond James Financial Services, Inc. Boca Raton FL 301 NE 51st St",mark.willens@raymondjames.com,,Salesforce
344846,,Sally Sjelin,Executive Assistant,"Underdog Wealth Management, Llc",sally@underdogwealthmanagement.com,763-497-3000,Manual List Upload
9597269,,Ryan Roadhouse,,,nodoguropdx@gmail.com,,List import
10984413,Inactive Investor,Galen Flink,,"Farmers Financial Solutions, LLC Burnsville MN 2412 E 117th St",gflink@farmersagent.com,,Salesforce
11022645,Inactive Investor,Sarah Desalvio,,The Huntington Investment Company Traverse City MI 1227 E Front St,,,Salesforce
10992563,Inactive Investor,Alisoune Lee,,"Coldstream Securities, Inc.",alisoune.lee@coldstream.com,,Salesforce
10911075,Inactive Investor,William Pierce,Financial Advisor,LPL Financial LLC Las Vegas NV 7465 W Lake Mead Blvd,william.pierce@lpl.com,,Salesforce
1001994,Inactive Investor,William Uhrig,Owner,Three Cities Research,uhrigb@tcr-ny.com, +1 212 605 3206,
10843912,Inactive Investor,Peter Kult,Chief Compliance Officer;Member;Owner,"Kult Wealth Management Group, LLC",peter.kult@kultwealth.com,,Salesforce
10757320,Inactive Investor,Charles Pacana,Client Associate;Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",charles_pacana@ml.com,,Salesforce
11153991,Inactive Investor,Jack Gibbs,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,jack.gibbs@morganstanley.com,,Salesforce
223764,,jacinda collins,,none,jacinda2003@yahoo.com,7407550524,
10796929,Inactive Investor,Timothy Madey,Managing Member;Portfolio Manager,White Pine Capital LLC,tmadey@whitepinecapital.com,,Salesforce
11003822,Inactive Investor,Kari Bird,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10979219,Inactive Investor,Heather Hitch,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",heather.hitch@nm.com,,Salesforce
11106399,Inactive Investor,Tracy Smith,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11078863,Inactive Investor,James Allen,,"Horace Mann Investors, Inc. Apex NC 2205 Candun Dr",james.allen@horacemann.com,,Salesforce
11234483,Inactive Investor,Kasinee Meyer,,"Encompass More Investments, LLC",kmeyer@encompassmore.com,,Salesforce
10892191,Inactive Investor,Mark McCluskey,,"Empower Financial Services, Inc Lewis Center OH Private Residence",mark.mccluskey@empower.com,,Salesforce
9587039,,William Osher,,,wosher@abbrea.com,,List import
10613011,,Gary Ringel,"Senior Financial Advisor, Senior Vice President",,gary.ringel@ml.com,,List Import
10960256,Inactive Investor,Angel Tellez Rodriguez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
6195,,Roux Julien,,[[Unknown]],j.roux@exor.com,,Initial Salesforce Import
10947305,Inactive Investor,Giulliano Guimaray,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
11044290,Inactive Investor,Michael Budd,Partner;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",michael.budd@wfafinet.com,,Salesforce
11073431,Inactive Investor,Terry Fritz,,"Osaic Wealth, Inc. Tamaqua PA 38 Medical Crossing Rd",,,Salesforce
11118344,Inactive Investor,Melinda Bastian,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9573086,,David Park,,,dpark@lindenlp.com,,List import
9603904,,SEAN POWERS,,,sean-michael.powers@eda.admin.ch,,List import
10934924,Inactive Investor,Laura Morrison,,"The Leaders Group, Inc.",,,Salesforce
9466674,,Scott Army,,Scott Army,scott.army@gmail.com,,List Import
9634658,,Deb Hinsvark,,,dhinsvark@ehlers-inc.com,,List import
9602702,,Preston Henry,,,phenry@swmllc.com,,List import
11111444,Inactive Investor,Deborah Menjivar,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,deborah.menjivar@citi.com,,Salesforce
10837555,Inactive Investor,Jerry Karr,,NYLIFE Securities LLC Bakersfield CA 5301 Office Park Dr,jkarr@ft.newyorklife.com,,Salesforce
10584821,,kumal make,,,lxiaodong390@gmail.com,,Web Form Fillout
10769865,Inactive Investor,Linda Farinola,Chief Compliance Officer;President,"OMNI 360 Wealth, Inc. Princeton NJ 103 Carnegie Ctr",lindaf@pfg-planning.com,,Salesforce
10915021,Inactive Investor,Robert White,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10647217,,Kyle Mcgrath,,,kyle.mcgrath@jpmorgan.com,,List Import
10938366,Inactive Investor,Benjamin Johnson,,Thrivent Investment Management Inc.,,,Salesforce
10878694,Inactive Investor,Daniel Acevedo,Financial Advisor;Financial Planning Specialist,Morgan Stanley Irvine CA 1901 Main St,daniel.acevedo@morganstanley.com,,Salesforce
10614953,,Scott Ashley,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",,scott.m.ashley@morganstanley.com,,List Import
11193493,Inactive Investor,Gifford Lee,,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,gifford.lee@jpmorgan.com,,Salesforce
9614363,,Daniel Treccia,,,dtrecciax@gmail.com,,List import
10910919,Inactive Investor,Brian Robbins,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Robbins Wealth Management, LLC Highlands Ranch CO 9841 Atherton Way",brian@robbinswm.com,,Salesforce
9547599,,Ralph Lindblom,,,rlindblom@ingham.com,,List import
10911727,Inactive Investor,Don Adwell,Financial Advisor;Investment Advisor Representative,Lincoln Investment Lutz FL 16241 N Florida Ave,dadwell@lincolninvestment.com,,Salesforce
11033303,Inactive Investor,Keri Holton,,LPL Financial LLC Newark OH Private Residence,keri.holton@lpl.com,,Salesforce
11233439,Inactive Investor,Braedon Noonan,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",,,Salesforce
10606413,,Brian McGuinness,"Financial Advisor, First Vice President - Investments, Portfolio Manager","Wells Fargo Clearing Services, LLC",brian.mcguinness@wellsfargoadvisors.com,212-273-7068,List Import
336773,,Yamilet Suarez,Financial Advisor,"River Street Advisors, Llc",ysuarez@oldsecond.com,630-906-5501,Manual List Upload
10776234,Inactive Investor,Gunn Thongniyom,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Arlington VA 1812 N Moore St,gthongniyom@rockco.com,,Salesforce
11122735,Inactive Investor,Daniel Lopez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",daniel.s.lopez@ml.com,,Salesforce
348328,,Matthew Kaplan,Chief Risk Officer,"Nisa Investment Advisors, Llc",matt.kaplan@nisanet.com,314-721-1900,Manual List Upload
10864941,Inactive Investor,Elaine Elliott,,"Wells Fargo Advisors Financial Network, LLC Midland TX 600 N Marienfeld St",elaine.elliott@wfafinet.com,,Salesforce
10679321,,Victor Onyema,,,onyemavictor148@gmail.com,,Web Form Fillout
10928595,Inactive Investor,Brian Cookson,,"Valdes & Moreno, Inc.",brian@valdesmoreno.com,,Salesforce
11200861,Inactive Investor,Nathan Bohannon,Chief Operations Officer;Member;Wealth Advisor,MKD Wealth Auburn Hills MI 691 N Squirrel Rd,nathan@mkdwealthcoach.com,,Salesforce
108379,,Brian Hein,,NA,brihein@gmail.com,6052126562,
10882208,Inactive Investor,Michael Ilagan,Chief Executive Officer,BPD Wealth Management LLC,,,Salesforce
11174153,Inactive Investor,Kathryn Starkey,Financial Advisor;Financial Planner;Managing Member,Kooman & Associates,kate.starkey@kooman.com,,Salesforce
11166471,Inactive Investor,Rajesh Shah,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",raj.shah@nm.com,,Salesforce
10843495,Inactive Investor,Kevin Raque,Financial Advisor,LPL Financial LLC Louisville KY 1448 Gardiner Ln,kevin.raque@lpl.com,,Salesforce
10852765,Inactive Investor,James Morimoto,Client Service Associate;Financial Planning Associate,Morgan Stanley Mountain View CA 650 Castro St,jimmy.morimoto@morganstanley.com,,Salesforce
347503,,William Harman,Secretary And Managing Director,Vcfa Group,wharman@vcfa.com,212-838-5577,Manual List Upload
10800743,Inactive Investor,George Marateo,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,george.marateo@morganstanley.com,,Salesforce
3181219,,Zahid Sharif,,,r.zahid.sharif@gmail.com,,
10966739,Inactive Investor,Catherine Jenkins,Financial Advisor,Edward Jones Frisco TX 255 W Lebanon,catherine.jenkins@edwardjones.com,,Salesforce
10661876,,William Hoffman,,,bhoffman@edelmanfinancialengines.com,,List Import
11102050,Inactive Investor,Franklin Clark,,"Osaic Wealth, Inc. Safety Harbor FL 404 Main St",,,Salesforce
10789768,Inactive Investor,Raymond Fidanza,,PFS Investments Inc. Neptune NJ 201 W Sylvania Ave,raymond.fidanza@primerica.com,,Salesforce
10659782,,Michael Brenczewski,,,michael.brenczewski@nm.com,,List Import
9586956,,Ross Rettenmier,,,rrett@sagepointadvisor.com,,List import
11104829,Inactive Investor,Ken Hara,Financial Consultant;Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",ken.hara@equitable.com,,Salesforce
9584961,,Ronald Psimas,,,rpsimas@dentaldealersolutions.com,,List import
11008282,Inactive Investor,Earl Price,,PFS Investments Inc. Findlay OH 1318 N Main St,,,Salesforce
236311,, -,,[[Unknown]],jenniferyellin@mycingular.blackberry.net,,
9550029,,Saam Farhang,,,saam.farhang@maplelanecapital.com,,List import
1934529,,Netta Bowden,,,bowdenchick@yahoo.com,,
11149008,Inactive Investor,Gene Perkins,Head - Private Wealth,"Synovus Securities, Inc.",geneperkins@synovus.com,,Salesforce
10990031,Inactive Investor,Christopher Andrade,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,candrade00@ft.newyorklife.com,,Salesforce
10860499,Inactive Investor,Thomas Randello,,Kovack Securities Inc. Bay Shore NY 260 Montauk Hwy,trandello@ksifa.com,,Salesforce
9620163,,Anjali Atkins,,,wainluv176@gmail.com,,List import
10861082,Inactive Investor,Robert Petmecky,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",,,Salesforce
10789506,Inactive Investor,Brian Loiseau,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",brian.loiseau@tfaconnect.com,,Salesforce
10984698,Inactive Investor,Jeffrey Eckrich,,"Commerce Brokerage Services, Inc.",jeffrey.eckrich@commercebank.com,,Salesforce
10848708,Inactive Investor,Elizabeth Clark,Chief Compliance Officer;Chief Operations Officer;Member;Operations Officer;Principal,Heritage Financial LLC,eclark@heritagefinllc.com,,Salesforce
11077412,Inactive Investor,Sedric Banks,Registered Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",sedric.banks@ml.com,,Salesforce
42819,,Nelson Tan,,"Transamerica Financial Advisors, Inc",nelson.tan@transamerica.com,916-312-8888,
10891046,Inactive Investor,Justin Hahl,Private Client Advisor,J.P. Morgan Securities LLC Palm Harbor FL 4890 Ridgemoor Blvd,justin.hahl@jpmorgan.com,,Salesforce
11103694,Inactive Investor,Stacey Russell,Retirement Education Specialist,"Voya Financial Advisors, Inc. Springfield IL 29 Illmo Dr",stacey.russell@voya.com,,Salesforce
9624880,,Lavoz Swoonatra,,,lavozswoonatra@gmail.com,,List import
9628486,,Daniel Awuah,,,socialashb@gmail.com,,List import
335272,,Thomas Snow,President,"Righthand Capital, Llc",tsnow@righthandcapital.com,617-430-7770,Manual List Upload
11190582,Inactive Investor,Andrew Andersen,Financial Advisor,Brookstone Capital Management LLC,andy@prizm-financial.com,,Salesforce
10987671,Inactive Investor,Stephanie Binter,,PFS Investments Inc. York PA 4185 W Market St,sbinter@primerica.com,,Salesforce
9591794,,Suyi Opebiyi,,,sopebiyi@hotmail.com,,List import
5488,, -,,[[Unknown]],tepchukv@gmail.com,,Initial Salesforce Import
11095465,Inactive Investor,Charles Paulos,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",charles_m_paulos@ml.com,,Salesforce
10759564,Inactive Investor,Jerauld Garry,Financial Consultant,"Osaic Wealth, Inc. Mitchell SD 1716 N Sanborn Blvd",,,Salesforce
9578870,,Gordon McNeil,,,gmcneil@mcneilpartners.com,,List import
10763945,Inactive Investor,Antoinette Wallace,Authorized Officer;Registered Client Service Associate;Wealth Strategy Associate,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,antoinette.wallace@ubs.com,,Salesforce
42665,,Jason Gerber,Managing Partner,"Prime Capital Investment Advisors, LLC",jgerber@pciawealth.com,,
11182117,Inactive Investor,Lori Gross,Financial Advisor,Wellness Investment Advisers LLC Troy OH 305 Public Sq,,,Salesforce
9585265,,John Paganelli,,,jpaganelli@bluewatercm.com,,List import
11146373,Inactive Investor,Anne Marie Williams,Financial Advisor;Portfolio Manager,Morgan Stanley Orlando FL 201 E Pine St,annemarie.williams@morganstanley.com,,Salesforce
10827624,Inactive Investor,Scott Brown,Financial Planning Assistant;Sales Assistant,LPL Financial LLC Tampa FL 4890 W Kennedy Blvd,scott.brown@lpl.com,,Salesforce
11217169,,Richard Vesnic,,,richard.vesnic@jpmorgan.com,,Other
11239228,Inactive Investor,Amalfis Sepulveda,,"Ameriprise Financial Services, LLC",amalfis.sepulveda@ampf.com,,Salesforce
10910284,Inactive Investor,Bin Liu,,"Transamerica Financial Advisors, Inc Gaithersburg MD 9801 Washingtonian Blvd",bin.liu@tfaconnect.com,,Salesforce
10889897,Inactive Investor,Evan Keller,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,evan.keller@primerica.com,,Salesforce
217266,,F. H.,,[Unknown],stubentigerente@icloud.com,,
11071641,Inactive Investor,Ronald Garney,,"American Capital Partners, LLC Atlanta GA 6000 Lake Forrest Dr",rgarney@acpweb.com,,Salesforce
10956815,Inactive Investor,Stephen Schaeffer,,Momentum Independent Network Inc. Gorham ME 47 Black Brook Rd,sschaeffer@momentumin.com,,Salesforce
10921912,Inactive Investor,Thomas Gensch,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9610552,,Seunghye Ha,,,seunghye.ha23@gmail.com,,List import
10610087,,Samirksaha Saha,,,samirsaha918@gmail.com,,Web Form Fillout
10783106,Inactive Investor,Jon McKnight,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Knoxville TN 10114 Parkside Dr",jon.mcknight@schwab.com,,Salesforce
10962821,Inactive Investor,Cade Bekanich,Wealth Relationship Manager,LPL Financial LLC Scranton PA 400 S Main Ave,cade.bekanich@lpl.com,,Salesforce
10947534,Inactive Investor,Salvatore Labarbera,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
11131335,Inactive Investor,George Barnes,Financial Advisor,"Pruco Securities, LLC. Pine Brook NJ 330 Changebridge Rd",george.r.barnes@prudential.com,,Salesforce
11139665,Inactive Investor,Crystal Rieker,Financial Advisor,"Ameriprise Financial Services, LLC Billings MT 303 N 28th St",crystal.rieker@ampf.com,,Salesforce
81311,,Jing Liu,Md,J star capital,jstarcapital0909@gmail.com,,
216394,,jay berns,,[Unknown],mozartberns@aol.com,,Event
11091003,Inactive Investor,Jordan Kretsch,Financial Advisor,"Osaic Wealth, Inc. Buffalo MN 201 5th St NE",,,Salesforce
11077845,Inactive Investor,Elizabeth Hanna,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10822639,Inactive Investor,Brian Lonergan,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",blonergan@financialguide.com,,Salesforce
10812469,Inactive Investor,Brian Tisdale,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",brian.tisdale@ml.com,,Salesforce
11170808,Inactive Investor,Kent Leone,,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,,,Salesforce
11031568,Inactive Investor,Tricia Pape,Financial Advisor,"MML Investors Services, LLC Philadelphia PA 30 S 17th St",tkoch@financialguide.com,,Salesforce
11166039,Inactive Investor,Thomas Rosendahl,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,thomas.rosendahl@ubs.com,,Salesforce
10952573,Inactive Investor,Bradley King,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10932808,Inactive Investor,Anthony Khoury,,"Equity Services, Inc. Independence OH 6611 Rockside Rd",akhoury@nationallife.com,,Salesforce
11170844,Inactive Investor,Thomas Liguzinski,,Commonwealth Financial Network Mason OH 4680 Parkway Dr,tliguzinski@commonwealth.com,,Salesforce
10868554,Inactive Investor,Jeffrey Dupuis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11079286,Inactive Investor,Xiao-Meng Qi,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",xiao-meng_qi@ml.com,,Salesforce
10840680,Inactive Investor,Jonathan Black,Chief Compliance Officer;Chief Executive Officer;FINOP;President,"Southeast Investments, N.C., Inc.",,,Salesforce
10619603,,Jason Bragg,,,jbragg@alyeskagroup.com,,List Import
10767361,Inactive Investor,Arthur Booker,Director - Corporate Cash Investments;Family Wealth Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Hartford CT 225 Asylum St,breck.booker@morganstanley.com,,Salesforce
11229977,Inactive Investor,Lisanny Richiez,,NYLIFE Securities LLC Manchester NH 1155 Elm St,lrichiez@ft.newyorklife.com,,Salesforce
10808716,Inactive Investor,Erika Milosevich,,Cetera Investment Services LLC Brookfield WI 15700 W Bluemound Rd,erika.milosevich@ceterais.com,,Salesforce
10922030,Inactive Investor,Kyle Goins,Investment Advisor Representative,Commonwealth Financial Network Marysville OH 103 Professional Pkwy,kgoins@commonwealth.com,,Salesforce
10897566,Inactive Investor,Lowell Weiss,Senior Vice President,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",lowell.weiss@raymondjames.com,,Salesforce
10871526,Inactive Investor,Joshua Brown,,State Farm VP Management Corp. Glenview IL 1141 Waukegan Rd,,,Salesforce
10990628,Inactive Investor,Evan Withner,Associate Financial Planner,APM Wealth Jersey Village TX Private Residence,evan@apm-wealth.com,,Salesforce
11115814,Inactive Investor,Stanley Wong,,Cetera Advisors LLC Central Valey NY Private Residence,stanley.wong@ceteraadvisors.com,,Salesforce
368074,,T S ALLEN,Financial Advisor,,tsallen@consultant.com,2549333200,Webinar
10840182,Inactive Investor,Kimberly Almond,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 1890 Epps Bridge Pkwy",kimberly.almond@ml.com,,Salesforce
9540363,,Gordon Curtis,,,director@ciinvestments.org,,List Import
11145059,Inactive Investor,Michael Headd,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",mheadd@tradestation.com,,Salesforce
10871523,Inactive Investor,Osmani Paulino,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",osmani.paulino@empower.com,,Salesforce
9608910,,Frank Fernandes,,,ff21660607@gmail.com,,List import
10973255,Inactive Investor,Jorge Osuna Moya,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9547125,,Dilan Devji,,,dilan.devji@hotmail.com,,List import
10696025,,Jonathan Batt,,BMO Wealth Management,jonathan.batt@bmo.com,,List Import
10644533,,Refie Useni,,,ruseni@primerica.com,,List Import
9612237,,sharad gupta,,,mrsharadgupta@gmail.com,,List import
10645773,,Etan Finkel,,,efinkel@dowlinghales.com,,List Import
10814394,Inactive Investor,Brian Moldt,,"OneAmerica Securities, Inc. Carmel IN 645 W Carmel Dr",,,Salesforce
342391,,Christy Bozard,Relationship Manager,"Winthrop Partners - Wny, Llc",christy.bozard@elleverage.com,716-322-7478,Manual List Upload
11218643,,Ari Wald,,,ari.wald@opco.com,,Other
10994982,Inactive Investor,Christanie Hunter,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
11025072,Inactive Investor,Christopher Copeland,Financial Advisor,"Wells Fargo Clearing Services, LLC Jonesboro AR 909 Windover Rd",,,Salesforce
9577787,,Federico Gonzalez,,,galerianomade@gmail.com,,List import
9567115,,James Gowen,,,jgowen@spoutingrock.us,,List import
10952043,Inactive Investor,Aaron Louisell,Financial Advisor,Edward Jones Grand Rapids MI 5020 E Beltline Ave NE,aaron.louisell@edwardjones.com,,Salesforce
11219772,,William Padek,,,william.padek@lpl.com,,Other
11014688,Inactive Investor,Alexander Nosenchuck,,J.P. Morgan Securities LLC Pittsburgh PA 26 Market Sq,alexander.nosenchuck@jpmorgan.com,,Salesforce
9599180,,Brendan Flanagan,,,brendancflanagan@gmail.com,,List import
10774561,Inactive Investor,Mitri Hajjar,Financial Advisor,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,mitri.hajjar@ubs.com,,Salesforce
9616672,,Sid Gold,,,sidgold123@gmail.com,,List import
9618813,,John Bird,,,johnb@scfundamental.com,,List import
10758991,Inactive Investor,Robert Morehead,Wealth Strategy Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,robert.morehead@ubs.com,,Salesforce
10892548,Inactive Investor,Indya Kellman,Financial Advisor,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,indya.franklin@lpl.com,,Salesforce
9619736,,R. Sean McCurry,,,sean@pinnaclefamilyadvisors.com,,List import
11140342,Inactive Investor,Kyle Laska,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",kyle.laska@northerntrust.com,,Salesforce
11238579,Inactive Investor,Michael Chen,,"Madison International Realty Holdings, LLC",mchen@madisonint.com,,Salesforce
11031765,Inactive Investor,Alexander Burroughs,,"Raymond James Financial Services, Inc. Chattanooga TN 7213 Noah Reid Rd",alex.burroughs@raymondjames.com,,Salesforce
11188889,Inactive Investor,Joseph Brady,,"Allstate Financial Services, LLC Westwood NJ 567 Broadway",josephbrady@allstate.com,,Salesforce
10950425,Inactive Investor,Dana Eljouzi,,Citigroup Global Markets Inc.,,,Salesforce
11035315,Inactive Investor,Peter Rhee,,Cetera Advisors LLC Frankfort IL 665 Brookside Ln,,,Salesforce
9615651,,Piero Gianadda,,,pierogi@telkomsa.net,,List import
11099914,Inactive Investor,Patrick Mackessy,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",patrick.mackessy@wellsfargoadvisors.com,,Salesforce
10765218,Inactive Investor,Amelia O'Brien,,Morgan Stanley Spokane WA 717 W Sprague Ave,amelia.obrien@morganstanley.com,,Salesforce
216994,,Rodney Jones,,"Voya Financial Advisors, Inc.",rodney.jones@voyafa.com,405-366-1297,
11157593,Inactive Investor,Judith Reilly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",judith.reilly@ml.com,,Salesforce
11008238,Inactive Investor,Jazmyn Rodriguez Acosta,,NYLIFE Securities LLC Las Cruces NM 500 N Church St,jprodrigueza@ft.newyorklife.com,,Salesforce
9552237,,Daniel Steinbrunner,,,daniel.steinbrunner@pnc.com,,List import
11002630,Inactive Investor,Leonel Galvez,,NYLIFE Securities LLC Palm Beach Gardens FL 7111 Fairway Dr,lgalvez@ft.newyorklife.com,,Salesforce
11058328,Inactive Investor,Luke Polus,Client Service Associate,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",luke.polus@raymondjames.com,,Salesforce
2592079,,Jean Najem,,,parad_ce@pm.me,,
9603661,,yvette GIBBS-GARCIA,,,yvettegg2@yahoo.com,,List import
10884505,Inactive Investor,Jason Nero,,"Raymond James Financial Services, Inc. Rindge NH 2 Mountain Rd",jason.nero@raymondjames.com,,Salesforce
10933578,Inactive Investor,Matthew Campbell,Branch Manager,"Equitable Advisors, LLC Jacksonville FL 225 Water St",,,Salesforce
9556715,,kao saechao,,,kao.saechao1@gmail.com,,List import
10966649,Inactive Investor,Axis Oses,,J.P. Morgan Securities LLC Hialeah FL 1456 W 49th St,axis.oses@chase.com,,Salesforce
10645473,,Christopher Hemzacek,,,christopher.hemzacek@nm.com,,List Import
9564788,,Sandra Dudash,,,smdudash@sfgweb.com,,List import
10658439,,Jeffrey Ellithorpe,,,ellithorpe.jeffrey@ntrs.com,,List Import
9562464,,Chad Essman,,,cessman@wealthenhancement.com,,List import
11047036,Inactive Investor,Joseph Foley,External Advisor Consultant,"Fortiter Wealth Management, LLC",,,Salesforce
11017382,Inactive Investor,Melissa Robertson,,State Farm VP Management Corp. Charlottesville VA 1380 Rio Road East,,,Salesforce
11048849,Inactive Investor,Gregg Champion,Senior Registered Associate,Morgan Stanley Winter Park FL 250 S Park Ave,gregg.champion@morganstanley.com,,Salesforce
231818,, -,,[[Unknown]],40641881@qq.com,,
10645528,,Hunter Thorson,,,hthorson@ziegler.com,312 596 1539,List Import
11069108,Inactive Investor,Jason Reynolds,Investment Advisor,Commonwealth Financial Network Dodgeville WI 1113 N Johns St,jreynolds@cfnmail.com,,Salesforce
10776256,Inactive Investor,Gregory Zittrain,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",gregory.zittrain@ml.com,,Salesforce
248401,,Joshua Pulman,Sr Associate,Truist Ventures,joshua.pulman@truist.com,,Manual List Upload
10921526,Inactive Investor,Lee Donaldson,Financial Advisor,Edward Jones Madison AL 7278 Hwy 72 W,lee.donaldson@edwardjones.com,,Salesforce
10619330,,Darren Golde,,,darren.golde@morganstanley.com,,List Import
10866762,Inactive Investor,Kyle Marston,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kyle.marston@schwab.com,,Salesforce
11261255,Inactive Investor,Taylor Bayly,Financial Advisor,Wellington Investment Advisors,taylor@wellingtoninvestmentadvisors.com,,Salesforce
11069307,Inactive Investor,Jerett Dimarzio,Wealth Advisor,Cornerstone Wealth,jdimarzio@cwgadvisors.com,,Salesforce
11071065,Inactive Investor,Jason Goldman,,Goldman Sachs & Co.,,,Salesforce
11137462,Inactive Investor,Nicholas Scordato,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,nicholas.scordato@ubs.com,,Salesforce
11111436,Inactive Investor,Alexander Marks,Director - Wealth Management;Senior Wealth Advisor,Citigroup Global Markets Inc. Chicago IL 69 W Washington St,alex.marks@citigroup.com,,Salesforce
344779,,Cindy White,Client Associate,"Trinitypoint Wealth, Llc",cwhite@trinitypointwealth.com,203-693-8525,Manual List Upload
10915484,Inactive Investor,Ralph Dente,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",rdente@financialguide.com,,Salesforce
10804632,Inactive Investor,Alexander D'Agostino,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,adagostino@ft.newyorklife.com,,Salesforce
10435001,,NALEDI NDLELA,,,nalze.ndlela@gmail.com,,Web Form Fillout
10648245,,Warren Baker,,,warren.baker@platteriverwa.com,,List Import
10850024,Inactive Investor,Anthony Marchesi,,LPL Financial LLC Scottsdale AZ Private Residence,anthony.marchesi@lpl.com,,Salesforce
10944009,Inactive Investor,Michael Cousins,Financial Advisor,Thrivent Investment Management Inc. Westbury NY 1400 Old Country Rd,michael.cousins@thrivent.com,,Salesforce
11125184,Inactive Investor,Benjamin Stacy,,"Wells Fargo Clearing Services, LLC Eagle ID 108 E Plaza St",,,Salesforce
10949091,Inactive Investor,Charles Battle,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10960986,Inactive Investor,John Witt,Client Service Associate,UBS Financial Services Inc. McLean VA 1800 Tysons Blvd,,,Salesforce
11098509,Inactive Investor,Anthony Mejia,,J.P. Morgan Securities LLC Hillsborough NJ 381 US Hwy 206,anthony.d.mejia@chase.com,,Salesforce
8480985,,Timothy Begley,,Formidable Asset Management,tbegley@formidableam.com,,List Import
9570393,,Brandon Montenegro,,,brandonmichael@talos.io,,List import
10988984,Inactive Investor,David Thomas,,"Pruco Securities, LLC. Kokomo IN 3115 S Webster St",david.l.thomas@prudential.com,,Salesforce
173820,,Peder Carlsson,,[Unknown],carlsson.peder@gmail.com,,
10644103,,Elizabeth Karnick,,,elizabeth.karnick@credit-suisse.com,,List Import
11001691,Inactive Investor,Jennifer Ledford,Director,Edward Jones Rock Hill SC Private Residence,,,Salesforce
10954157,Inactive Investor,John Eunsuk Kim,,Citigroup Global Markets Inc.,,,Salesforce
11170980,Inactive Investor,Christopher Nardiello,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
11174508,Inactive Investor,Darrin Andrews,,LPL Financial LLC Columbia MO 3709 Sandman Ln,darrin.andrews@lpl.com,,Salesforce
211264,,al dubi,none,none,dubi67@gmail.com,,Content
11039986,Inactive Investor,Juan Rodriguez,,PFS Investments Inc. Austin TX 5716 W Hwy 290,juan.rodriguez@primerica.com,,Salesforce
5497109,,Nagm aldin Alsandli,,,njmaldynalywsfy@gmail.com,,Web Form Fillout
10865655,Inactive Investor,Bradley Skiba,,Key Investment Services LLC,bradley.skiba@key.com,,Salesforce
10760107,Inactive Investor,Bradford Burgess,Senior Representative,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11168757,Inactive Investor,Jacob Francis,Financial Advisor,Edward Jones Canon City CO 719 Royal Gorge Blvd,jake.francis@edwardjones.com,,Salesforce
10888044,Inactive Investor,Hau Ying Woo,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
11178128,Inactive Investor,Jinye Huo,,"Transamerica Financial Advisors, Inc Alviso CA 2077 Gold St",jinye.huo@tfaconnect.com,,Salesforce
10813975,Inactive Investor,Mancil Baccus,,State Farm VP Management Corp. Edmond OK 16145 N May Ave,gary.baccus.b4u9@statefarm.com,,Salesforce
10865500,Inactive Investor,Michael Wells,,Jefferies LLC Stamford CT 1 Station Pl,mwells@jefferies.com,,Salesforce
11006702,Inactive Investor,Zane Parrott,Financial Representative,MWA Financial Services Inc. Mansfield OH 993 Lexington Ave,zane.parrott@modern-woodmen.org,,Salesforce
9611575,,Rachel Rakocy,,,rrakocy@caisgroup.com,,List import
9960812,,Linda Harry,,,lindawtrujillo@gmail.com,,Web form fillout
10789273,Inactive Investor,Al Myrie,Investment Portfolio Associate;Senior Investment Management Specialist,"Raymond James & Associates, Inc. New York NY 320 Park Ave",al.myrie@raymondjames.com,,Salesforce
229776,, -,,[[Unknown]],balch.ann@gmail.com,,Organic Search
10815458,Inactive Investor,Robert Frakes,Financial Advisor,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",robert.frakes@wellsfargoadvisors.com,,Salesforce
10781020,Inactive Investor,Joshua Iller,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,joshua.iller@fidelity.com,,Salesforce
11135937,Inactive Investor,Quinn Hetlinger,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10823766,Inactive Investor,Frankie Correa,,PFS Investments Inc. Brooklyn NY 77 Sands St,frankie.correa@primerica.com,,Salesforce
9573657,,Caitlin Emery,,,cemery@tinicum.com,,List import
11052992,Inactive Investor,Adam Piper,Financial Advisor,Edward Jones Athens TX 813 S Palestine St,adam.piper@edwardjones.com,,Salesforce
9542828,,Joseph Mazzucco,,,joe.mazzucco@lpl.com,,List import
10913872,Inactive Investor,Nathan Reneau,,Cetera Advisor Networks LLC New Braunfels TX 352 Landa St,nathan.reneau@ceterawealth.com,,Salesforce
10760856,Inactive Investor,Steven Taylor,,MissionSquare Investment Services,staylor@icmarc.org,,Salesforce
11107054,Inactive Investor,Cullen Bearden,Financial Advisor,Edward Jones Stockton CA 3031 W March Ln,cullen.bearden@lpl.com,,Salesforce
10878919,Inactive Investor,Syed Hussain,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11125925,Inactive Investor,Mark Stone,Private Wealth Advisor,"Ameriprise Financial Services, LLC Rochester NY 2290 East Ave",mark.w.stone@ampf.com,,Salesforce
10855394,Inactive Investor,Renee Conrady,Chief Compliance Officer;President,WASI San Francisco CA 432 Clement St,rconrady@ewasi.com,,Salesforce
11079118,Inactive Investor,Chanille Mckinney,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Springs FL 3200 N University Dr",chanille.mckinney@ml.com,,Salesforce
10901819,Inactive Investor,Deirdre Joyce,Client Service Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,deirdre.joyce@ubs.com,,Salesforce
4356054,,Nicola Tesla,,,nicolla@gmail.com,13523943009,Web Form Fillout
10888286,Inactive Investor,Laura Seel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11157851,Inactive Investor,Michael Freedman,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Franklin TN 2000 Meridian Blvd,michael.a.freedman@morganstanley.com,,Salesforce
10616235,,Jon Richman,,,jon_richman@ml.com,,List Import
9564653,,Steven Miller,,,slmiller79@gmail.com,,List import
9550059,,Kyle Addington,,,kyle@awafs.com,,List import
10986389,Inactive Investor,Daniel Hurtado,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
11042124,Inactive Investor,William Schwind,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Wayzata MN 130 Lake St W",william.schwind@schwab.com,,Salesforce
11235399,Inactive Investor,Mckenzie Oliger,Family Advisor,Parcion Private Wealth LLC,mckenzie.tonani@parcionpw.com,,Salesforce
10912806,Inactive Investor,Ernest Cunningham,Private Client Advisor,Key Investment Services LLC,ernest.cunningham@key.com,,Salesforce
1003694,Inactive Investor,Zhiibiao Pan,,Zhiibiao Pan,kevin@poolinwallet.com,,
10844378,Inactive Investor,Marizel Schiavetti,,A.G.P / Alliance Global Partners New York NY 40 Wall St,mschiavetti@allianceg.com,,Salesforce
11182268,Inactive Investor,Evelyn Sullivan,,"Wells Fargo Clearing Services, LLC Lancaster PA 120 N Pointe Blvd",evelyn.sullivan@wellsfargoadvisors.com,,Salesforce
11029248,Inactive Investor,Robert Vernon,,J.P. Morgan Securities LLC Milford OH 1086 State Rte 28,robert.vernon@jpmorgan.com,,Salesforce
11128898,Inactive Investor,Matthew Maniscalco,,State Farm VP Management Corp. Warrior AL 209 Louisa St,matthew.maniscalco.r1u6@statefarm.com,,Salesforce
11221769,,Wesley Nicholson,,,wnicholson@commonwealth.com,,List Import
9643674,,Lori Flaum,,,lvf507@gmail.com,,List import
11011282,Inactive Investor,Paul Gill,,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",paul.gill@prudential.com,,Salesforce
10966954,Inactive Investor,Kieran Knightly,,Ages Financial Services Ltd. Stamford CT 263 Tresser Blvd,,,Salesforce
11196090,Inactive Investor,Timothy Hayes,,"Independent Financial Group, LLC Lancaster CA 1210 W Avenue J",,,Salesforce
11054101,Inactive Investor,Adrian Goram,,"Transamerica Financial Advisors, Inc Cullman AL 214 2nd Ave SE",adrian.goram@tfaconnect.com,,Salesforce
10792840,Inactive Investor,Randal Price,,"Parkland Securities, LLC Bloomville OH Private Residence",,,Salesforce
10783303,Inactive Investor,Kenneth Bidun,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC Boynton Beach FL 5000 Boynton Beach Blvd,ken.bidun@jpmorgan.com,,Salesforce
11031861,Inactive Investor,Stuart Barrett,,"FBL Marketing Services, LLC Emmett ID 1312 S Washington Ave",stuart.barrett@fblfinancial.com,,Salesforce
10853216,Inactive Investor,Joshua Feller,,Cetera Advisor Networks LLC Boca Raton FL 1900 Glades Rd,,,Salesforce
10833889,Inactive Investor,Robert Torney,,Commonwealth Financial Network South Burlington VT 99 Swift St,,,Salesforce
10856771,Inactive Investor,Zhe Xiong,,PFS Investments Inc. Milwaukee WI 8018 W Capitol Dr,zhe.xiong@primerica.com,,Salesforce
9558064,,Lisa Gilbert,,,lisa.gilbert@kestrafinancial.com,,List import
10801129,Inactive Investor,Brent Hanson,Financial Advisor;Senior Financial Associate;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",brent.hanson@rbc.com,,Salesforce
11000451,Inactive Investor,Jeromee Kessler,,"FBL Marketing Services, LLC Phoenix AZ 34225 N 27th Dr",jeromee.kessler@fblfinancial.com,,Salesforce
10805470,Inactive Investor,Joseph Rutkowski,,"Regal Securities, Inc. Uniontown OH 3751 Glen Eagles Blvd",jrutkowski@regalsecurities.com,,Salesforce
10843894,Inactive Investor,John Parker,Member;Owner;Regulatory Contact,"Parker Investment Management, LLC Atherton CA 69 Santiago Ave",john@parkerinvest.com,,Salesforce
11031830,Inactive Investor,John Bivens,Chief Compliance Officer;Regulatory Contact;Vice President,"Latitude Advisors, LLC",jbivens@latitudefinancial.net,,Salesforce
373157,,xu yuanhui,,[Unknown],738786833@qq.com,,source
11063751,Inactive Investor,Aaron Romo,,"Cobra Trading, Inc.",,,Salesforce
334633,,Marie Keefe,Financial Advisor,"Matson Financial Advisors, Inc.",marie@matsonfinancialadvisors.com,203-743-0131,Manual List Upload
9638538,,Khalaf Abdulla Rahma Al Hammadi,,,khalaf.rahma@pension.gov.ae,,List import
11124923,Inactive Investor,James Bortak,Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",james.bortak@wellsfargo.com,,Salesforce
9585803,,Ronald Appling,,,ronald.appling@fidelity.com,,List import
10845317,Inactive Investor,Mark Miller,Chief Compliance Officer;President,Miller Capital,mark@millercapital.com,,Salesforce
11071579,Inactive Investor,Romain Clerou,Chief Compliance Officer;Owner,Romain Walsh Clerou Professional Investment Mgmt Sonoma CA 18951 Viewcrest Dr,,,Salesforce
10961637,Inactive Investor,Neel Desai,,J.P. Morgan Securities LLC,neel.desai@jpmorgan.com,,Salesforce
10853384,Inactive Investor,Garrett Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,garrett.jensen@fidelity.com,,Salesforce
10815080,Inactive Investor,Jessica Teel,,LPL Financial LLC New Oxford PA Private Residence,jessica.teel@lpl.com,,Salesforce
351442,,Eric Scruggs,Senior Advisor,"Shepherd Kaplan Krochuk, Llc",escruggs@sk-llc.com,617-896-1600,Manual List Upload
10935321,Inactive Investor,Jeffrey Kraft,,"Osaic Wealth, Inc. Lincoln NE 8035 Eiger Dr",,,Salesforce
10647181,,Matthew Leeke,,,mleeke@divinvest.com,,List Import
10920130,Inactive Investor,William Ruday,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,william.ruday@primerica.com,,Salesforce
11161757,Inactive Investor,Brock Quinn,,State Farm VP Management Corp. Scottsdale AZ 8100 E Indian School Rd,brock.quinn.dk16@statefarm.com,,Salesforce
11176741,Inactive Investor,Fredrick Fisher,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;FINOP;Principal,"Milestone Investments, Inc.",,,Salesforce
11078599,Inactive Investor,Charles Crist,Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Augustine FL 30 Epic Blvd",chuck.crist@raymondjames.com,,Salesforce
9575347,,Timothy Zorman,,,timothy.zorman@pnc.com,,List import
10854099,Inactive Investor,Michael Murphy,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11169909,Inactive Investor,Philip Chapman,Financial Advisor,Edward Jones Murray KY 305 N 12th St,philip.chapman@edwardjones.com,,Salesforce
10826132,Inactive Investor,Sean Loftus,Investment Officer;Managing Director;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",sean.loftus@wfafinet.com,,Salesforce
10766124,Inactive Investor,Shelley Challoner,Senior Relationship Specialist,"Charles Schwab & Co., Inc. Mount Pleasant SC 962 Houston Northcutt Blvd",shelley.challoner@schwab.com,,Salesforce
10972979,Inactive Investor,Arcenio Lopez,,J.P. Morgan Securities LLC Garfield NJ 136 Passaic St,arcenio.lopez@jpmorgan.com,,Salesforce
10972820,Inactive Investor,Nicole Gordon,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nicole_gordon@vanguard.com,,Salesforce
10885853,Inactive Investor,Phillip Walling,Private Client Advisor,J.P. Morgan Securities LLC New York NY 260 Columbus Ave,phillip.walling@jpmorgan.com,,Salesforce
10778758,Inactive Investor,Robert Karalius,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,rkaralius@ft.newyorklife.com,,Salesforce
10806918,Inactive Investor,Paul Gordon,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",paul.gordon@ampf.com,,Salesforce
11152372,Inactive Investor,Darren Chisnell,,Fidelity Brokerage Services LLC,,,Salesforce
11046225,Inactive Investor,Brooke Rollero,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,brooke.rollero@morganstanley.com,,Salesforce
341793,,Pete Stein,Managing Partner,"Trinity Hunt Management, L.p.",pstein@trinityhunt.com,214-777-6600,Manual List Upload
11210829,Inactive Investor,Justin Harper,Associate,Edward Jones Springfield MO 4216 S Cox Rd,justin.harper@edwardjones.com,,Salesforce
10980255,Inactive Investor,Leslie Leonard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",leslie.leonard@schwab.com,,Salesforce
11197712,Inactive Investor,Ozair Niazi,Financial Advisor,Edward Jones Wayne NJ 500 Valley Rd,ozzie.niazi@edwardjones.com,,Salesforce
11006226,Inactive Investor,Jeffrey Tumlin,Financial Advisor,Edward Jones Springfield MO 540 E Chestnut Expy,scott.tumlin@edwardjones.com,,Salesforce
10887483,Inactive Investor,Nicole Bowen,,"M Holdings Securities, Inc. Leawood KS 12405 Beverly St",nicole.bowen@mfin.com,,Salesforce
11163670,Inactive Investor,Joshua Joseph,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",joshua.joseph@ml.com,,Salesforce
10760210,Inactive Investor,William Bates,,"Principal Securities, Inc. Pittsburgh PA 153 Thousand Oaks Dr",bates.bill@principal.com,,Salesforce
9572934,,Michael Kessling,,,kesslingmb@financialguide.com,,List import
10619889,,Bruce Lee,,,blee@keebeck.com,,List Import
11115603,Inactive Investor,Sienna Housley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11139987,Inactive Investor,Maggie Quick,Investment Executive,"Fifth Third Securities, Inc. Valparaiso IN 56 Washington St",maggie.quick@53.com,,Salesforce
11074712,Inactive Investor,Robert Rubano,Branch Controls Manager,"Equitable Advisors, LLC Portsmouth NH 100 International Dr",robert.rubano@equitable.com,,Salesforce
9642395,,Marty Dirks,,,marty@dirkscapital.com,,List import
212587,,Douglas Smith,Financial Consultant - Corporate Services,[Unknown],douglas.smith@etrade.com,,Advertising
11112093,Inactive Investor,Scott Sporleder,,Country Capital Management Company Saint Peter IL 201 E 3rd St,scott.sporleder@countryfinancial.com,,Salesforce
10951090,Inactive Investor,Lazaro Osorio Pichinte,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
9541630,,Singgih Handrianto,,,singgihhandrianto1993@gmail.com,,List import
11058704,Inactive Investor,Frank Manzo,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Tampa FL 614 S Howard Ave,frank.manzo@chase.com,,Salesforce
10809880,Inactive Investor,Timothy Coutu,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,tcoutu@ft.newyorklife.com,,Salesforce
10921303,Inactive Investor,Zachary Inglis,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,zachary.inglis@fmr.com,,Salesforce
11069676,Inactive Investor,Szu-Ping Ma,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
10983343,Inactive Investor,Jesse Haifley,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",,,Salesforce
238849,,sharrondark39@gmail.com Dark,,[Unknown],sharrondark39@gmail.com,,
11162362,Inactive Investor,Ashley Tallungan-Cienfuegos,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",ashley.tallungan-cienfuegos@prudential.com,,Salesforce
11060080,Inactive Investor,Robert Lindell,Associate;Client Relationship Manager,Rockefeller Financial LLC Newport Beach CA 23 Corporate Plaza Dr,rlindell@rockco.com,,Salesforce
11180821,Inactive Investor,Prem Raniga,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",prem.raniga@wellsfargo.com,,Salesforce
11222668,,Benjamin Fizer,,,benjamin_fizer@troweprice.com,,List Import
11089348,Inactive Investor,Andrew Drost,Private Wealth Advisor,"Ameriprise Financial Services, LLC Melville NY 1 Huntington Quadrangle",andrew.a.drost@ampf.com,,Salesforce
9581592,,Steven Levin,,,sglevinmn@aol.com,,List import
11155740,Inactive Investor,Michael Macconnell,Financial Advisor,"Raymond James & Associates, Inc. Burlington VT 40 Main St",michael.macconnell@raymondjames.com,,Salesforce
11239017,Inactive Investor,trey ott,,Matterhorn capital partners,trey.ott@matterhorncp.com,,Salesforce
10809866,Inactive Investor,Cesar Hurtado,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,cesar.hurtado@opco.com,,Salesforce
10774985,Inactive Investor,Katherine Morse,Financial Advisor,"Ameriprise Financial Services, LLC Concord NH 210 Rumford St",katherine.s.morse@ampf.com,,Salesforce
10844419,Inactive Investor,Blake Schaeffer,Financial Advisor,Quad City Investment Center,bschaeffer@qcbt.com,,Salesforce
8566507,,David Mitchell,,,dakmitchell@gmail.com,,Web form fillout
11103106,Inactive Investor,Melissa O'Malley,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,meomalley@rwbaird.com,,Salesforce
198780,,Dwight Kulwin,,[Unknown],drkulwin@gmail.com,,
9551621,,Maribel Larios,,,mari@401kfe.com,,List import
10836796,Inactive Investor,Patrick Conger,Financial Advisor,LPL Financial LLC Nashville TN 10 Burton Hills Blvd,patrick.conger@lpl.com,,Salesforce
10965473,Inactive Investor,Carlos Franco,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",,,Salesforce
10763914,Inactive Investor,Pavlina Bains,,"Wells Fargo Clearing Services, LLC Miami FL 1752 Biscayne Blvd",pavlina.bains@wellsfargo.com,,Salesforce
235833,,Donald Waugh -,,Donald Waugh [[Unknown]],dcwaugh@comcast.net,,
199773,,john fehringer,,[Unknown],mail@fehringer.com,,
11130910,Inactive Investor,Gregory Erwin,Chief Compliance Officer;Chief Executive Officer;Principal;Wealth Manager,"Sapient Private Wealth Management,  LLC",greg@sapientpwm.com,,Salesforce
11055248,Inactive Investor,David Radtke,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",david.radtke@rbc.com,,Salesforce
11051202,Inactive Investor,Robert Morgan,Financial Advisor,Edward Jones Poulsbo WA 20270 Front St NE,robert.morgan@edwardjones.com,,Salesforce
10843869,Inactive Investor,Pamela Wetherbee,Office Manager,"Ameriprise Financial Services, LLC Pleasantville NY 427 Bedford Rd",pamela.x.wetherbee@ampf.com,,Salesforce
10825347,Inactive Investor,Jonathan Rogol,,Kovack Securities Inc. Boca Raton FL Private Residence,jrogol@ksifa.com,,Salesforce
11092848,Inactive Investor,Pranjal Bhatia,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,pranjal.bhatia@evercore.com,,Salesforce
9577500,,Jordan Dalton,,,dalton.jordan@principal.com,,List import
347499,,Antoinette Lazarus,"Managing Director, Head Of Secondaries Compliance",Landmark Realty Advisors Llc,antoinette.lazarus@landmarkpartners.com,860-651-9760,Manual List Upload
9645335,,Eric Ervin,,,eervin@blockforcecapital.com,,List import
10780771,Inactive Investor,Tony Wang,Senior Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11177027,Inactive Investor,Loui Marver,Managing Director;Wealth Advisor,William Blair,lmarver@williamblair.com,,Salesforce
9616353,,Eugyno Okoh,,,eugenepeters2000@yahoo.com,,List import
11109433,Inactive Investor,Glenn Werner,,"David Lerner Associates, Inc.",glenn.werner@davidlerner.com,,Salesforce
10854568,Inactive Investor,John Trabucco,,J.P. Morgan Securities LLC Caldwell NJ 865 Bloomfield Ave,john.m.trabucco@jpmorgan.com,,Salesforce
237427,, -,,[[Unknown]],myhexcoin@gmail.com,,Organic Search
194126,,Adam Hoopes,Wealth Manager,Creative Planning,adam.hoopes@thinkingbeyond.com,913-356-5513,
9584236,,David Hunter,,,davidhunter@horizonswealth.com,,List import
10902632,Inactive Investor,Christopher Liermann,Financial Advisor,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",,,Salesforce
11050908,Inactive Investor,Philip Johnston,Wealth Advisor,"The Mather Group, LLC",p.johnston@themathergroup.com,,Salesforce
9591639,,Peter Nauta,,,pjnauta@gmail.com,,List import
10755016,Inactive Investor,Stacey Fleming,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",stacey_fleming@ml.com,,Salesforce
11179392,Inactive Investor,Gilbert Araiza,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",garaiza@frostbank.com,,Salesforce
10614048,,Beth Collins,Financial Advisor,,bcollins@royalaa.com,,List Import
10487276,,Brian Kraft,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",brian_kraft@ml.com,,List Import
10968668,Inactive Investor,Andrew Judd,Director;Risk Manager,"Raymond James & Associates, Inc.",andrew.judd@raymondjames.com,,Salesforce
231635,, -,,[[Unknown]],anthonyandrew27@hotmail.com,,
9596162,,Yukun Hao,,,haoyukuner@gmail.com,,List import
10935519,Inactive Investor,Mitchell Bergen,,"Stifel, Nicolaus & Company, Incorporated Lincoln NE 8555 Executive Woods Dr",,,Salesforce
11233980,Inactive Investor,Rachel Cappola,,"Osaic Wealth, Inc. Jeffersonville IN 605 N Shore Dr",,,Salesforce
11197538,Inactive Investor,Robert Cacchione,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",robert.cacchione@ml.com,,Salesforce
10802197,Inactive Investor,Michael Reed,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",michael.reed@nm.com,,Salesforce
10865848,Inactive Investor,Haley Guthrie,High Net Worth;Specialist,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10936141,Inactive Investor,Mckensie Hood,Financial Advisor,Edward Jones Liberal KS 23 Professional Dr,mckensie.hood@edwardjones.com,,Salesforce
10878648,Inactive Investor,Albert Gibbons,,"The Leaders Group, Inc.",,,Salesforce
10842977,Inactive Investor,Adam English,First Vice President - Investments,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",adam.english@raymondjames.com,,Salesforce
11174573,Inactive Investor,Jarrett Corder,Associate,Edward Jones Cary NC 3434 Kildaire Farm Rd,jarrett.corder@edwardjones.com,,Salesforce
10619985,,Tom Hogan,,,tomhogan@itascabank.com,,List Import
10982307,Inactive Investor,Shawn Etzenhouser,,Edward Jones Kansas City MO 8012 N Brighton Ave,shawn.etzenhouser@edwardjones.com,,Salesforce
10889991,Inactive Investor,Alexander Bass,,Citigroup Global Markets Inc.,,,Salesforce
11187982,Inactive Investor,Brandon Tindol,,J.P. Morgan Securities LLC Yuba City CA 1054 Harter Rd,brandon.l.tindol@chase.com,,Salesforce
10658393,,Edgar Giron Ramos,,,edgar.giron@jpmorgan.com,,List Import
9639173,,Sassan Zaker,,,sassan.zaker@juliusbaer.com,,List import
9632816,,Shuoyuan He,,,shhe@sfsu.edu,,List import
9560215,,Yolanda Walker,,,ywalkerenterprisesllc@gmail.com,,List import
11195076,Inactive Investor,Joseph Piche,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",joseph.piche@rbc.com,,Salesforce
241652,,Kathy Sproul,,[Unknown],kksproul606@gmail.com,,source
11077928,Inactive Investor,Carolyn Oehler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",carolyn.oehler@ml.com,,Salesforce
10896566,Inactive Investor,Andrew Hart,Regional Wealth Consultant;Vice President,LPL Financial LLC Lake Tapps WA Private Residence,andrew.hart@lpl.com,,Salesforce
10645875,,William Metzler,,,williammetzler@afpadvisor.com,,List Import
9621260,,Lacroix Alexandre,,,alexandrerlacroix@gmail.com,,List import
9627585,,Dorothy Brill,,Grayscale,dorothy@grayscale.com,,List import
11059117,Inactive Investor,Kyle Carlson,,LPL Financial LLC Englewood CO 8400 E Prentice Ave,kyle.carlson@lpl.com,,Salesforce
219616,,Jim C,,[Unknown],teamoakley@hotmail.com,,
9589074,,Stephen Steele,,,stephen@numberbrothers.com,,List import
11058294,Inactive Investor,Brian Mewes,Financial Advisor,Edward Jones Albion IL 13 S 5th St,brian.mewes@edwardjones.com,,Salesforce
11055427,Inactive Investor,Charlotte Lee,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC San Mateo CA 999 E Hillsdale Blvd",charlotte.lee@wellsfargoadvisors.com,,Salesforce
11129166,Inactive Investor,Conor Taggart,,American Funds & Trusts Incorporated,,,Salesforce
11144949,Inactive Investor,Brooke Moore,,"Truist Investment Services, Inc. Sterling VA 22550 Davis Dr",brooke.moore@truist.com,,Salesforce
10723790,,Raymond Reusser,,,rer555@ptd.net,,Web Form Fillout
219587,,Stuart Moore,,[Unknown],stuartmoore8573@gmail.com,,
9585666,,Joy Soodik,,,joy@clarfeld.com,,List import
10884384,Inactive Investor,Samuel Johnson,Client Specialist,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,smijohnson@rwbaird.com,,Salesforce
10936137,Inactive Investor,Stephen Frazer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Palm Beach FL 701 S Rosemary Ave",stephen.frazer@schwab.com,,Salesforce
9602454,,marcus baham,,,marcusbaham@yahoo.com,,List import
10922302,Inactive Investor,Marianne Brown,,"Avantax Investment Services, Inc. Belmar NJ 1540 State Rte 138",,,Salesforce
10918433,Inactive Investor,David Woody,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",dave.woody@nm.com,,Salesforce
11174702,Inactive Investor,Kyle Hecht,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Grosse Pointe MI 20879 Mack Ave",kyle.hecht@schwab.com,,Salesforce
9568250,,Max Mister,,,max1604@gmail.com,,List import
10820418,Inactive Investor,Karen Ng,Associate Director;Client Associate;Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,karen.ng@ubs.com,,Salesforce
11171608,Inactive Investor,Simone Liu,Senior Vice President,"AIRE Advisors, LLC",simone.liu@aireadvisors.com,,Salesforce
11130589,Inactive Investor,Amit Patel,Financial Advisor,"Ameriprise Financial Services, LLC Pasadena CA 221 E Walnut St",amit.r.patel@ampf.com,,Salesforce
11156633,Inactive Investor,Westin Goodman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
27804,,Dennis Palmeri,,"Keppie Holdings, LLC",dpalmerijr@comcast.net,7325006563,
10603674,,Alan Bazaar,"Chief Executive Officer, Co-Chairman, Partner, Regulatory Contact",Hollow Brook Wealth Management LLC,abazaar@hbwmllc.com,,List Import
9575535,,Diego Ponce,,,diego.rpq.01@gmail.com,,List import
204722,,WESLEY EVANS,,Mr,spittalfarm@btinternet.com,1776820257,Web Form
11058190,Inactive Investor,David Harms,National Sales Director;Senior Vice President,PFS Investments Inc. Dacula GA 1862 Auburn Rd,david.harms@primerica.com,,Salesforce
11089934,Inactive Investor,Derrick Rebello,Member;Partner,"Gray Private Wealth, LLC",,,Salesforce
11193199,Inactive Investor,Liam Fee,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9639864,,Bina Sanghvi,,,b.sanghvi@platinumfunds.com,,List import
10616379,,Chandra Federle,,,chandra.federle@ml.com,,List Import
3460056,,bet chen,,,ying529@yahoo.com,,Web Form Fillout
11181108,Inactive Investor,Grace Ottey,,NYLIFE Securities LLC Plano TX 7160 Dallas Pkwy,gottey@ft.newyorklife.com,,Salesforce
11037644,Inactive Investor,Andrew Marrach,,"SCF Securities, Inc. Roseville CA 970 Reserve Dr",andrew@scfinc.com,,Salesforce
9579466,,Marc Diagonale,,,mdiagonale@enginecap.com,,List import
67778,,Robert Suttman,"President, Director",Eubel Brady & Suttman Asset Management Inc,rob@ebs-asset.com,937-291-1223,Manual List Upload
11114502,Inactive Investor,Rebecca Winnington,,Cetera Advisor Networks LLC Conshohocken PA 1495 Alan Wood Rd,,,Salesforce
9644364,,Grace Woodward,,,graciew@gmail.com,,List import
62671,,Brenton Fields,Financial Advisor,"VALIC Financial Advisors, Inc.",brenton.fields@valic.com,919-401-3229,
11145413,Inactive Investor,Veronica Nuno,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Franklin Park IL 10035 Grand Ave",veronica.nuno@usbank.com,,Salesforce
10875273,Inactive Investor,Lance Rieland,Financial Advisor,Edward Jones Tacoma WA 5020 Main St,lance.rieland@edwardjones.com,,Salesforce
240701,,Peter Shea,Partner,K&L Gates,peter.shea@klgates.com,,Event
11139075,Inactive Investor,Michael Goldstein,Financial Advisor,"Pruco Securities, LLC. Livingston NJ 615 W Mount Pleasant Ave",mgoldstein@prudential.com,,Salesforce
11140434,Inactive Investor,Brian McCormick,,Commonwealth Financial Network,bmccormick@commonwealth.com,,Salesforce
11039699,Inactive Investor,Jason Hernandez,,PFS Investments Inc. Artesia CA 18732 Corby Ave,jason.hernandez@primerica.com,,Salesforce
9566081,,Zung Nguye,Managing Partner,ZTN Capital Consulting,zung@ztncapital.com,9174141215,List import
11174060,Inactive Investor,Jerrod Stearnes,,Thrivent Investment Management Inc. Fountain Hills AZ 16622 E Avenue of the Fountains,jerrod.stearnes@thrivent.com,,Salesforce
11088225,Inactive Investor,Henry Goldstone,Financial Advisor,LPL Financial LLC Gardnerville NV 620 W Fork Vis,henry.goldstone@lpl.com,,Salesforce
10656069,,Jeffrey Prosser,,,jprosser@commonwealth.com,,List import
9595686,,Gregory Schick,,,gschick@aspiriant.com,,List import
10805614,Inactive Investor,Antonio Salgado,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",antonio.a.salgado@ml.com,,Salesforce
10979402,Inactive Investor,Ashley Murphy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11044660,Inactive Investor,Timothy Peterson,,Jefferies LLC Houston TX 333 Clay St,,,Salesforce
10793294,Inactive Investor,Karl Wellner,,"Papamarkou Wellner & Co., Inc.",,,Salesforce
104244,,Patricia Pines,Head Trader,Janney Montgomery Scott LLC,ppines@janney.com,1-215-665-6000,Direct
11122732,Inactive Investor,Brian Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 10731 State Line Rd",,,Salesforce
9600216,,Wayne Williams,,,wayne.williams@pasinvest.com,,List import
1725486,,Brandon Bradford,,[Unknown],bradfordbrandon80@gmail.com,,
11200818,Inactive Investor,Lyndon Zielke,Investment Advisor Representative,Leading Edge Financial Planning,lyndon@leadingedgefp.com,,Salesforce
11098189,Inactive Investor,Claire Jackson,,"Pensionmark Securities, LLC Portland ME 111 Commercial St",,,Salesforce
45324,,Lee Brinson,Senior Financial Consultant,"FinTrust Capital Advisors, LLC",rbrinson@bscadvisors.com,,
9574557,,Scott Perricelli,,,sperricelli@llrpartners.com,,List import
10958982,Inactive Investor,Nicholas Zeiser,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nicholas_zeiser@vanguard.com,,Salesforce
10825293,Inactive Investor,Chad Langevin,Wealth Management Advisor,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,clangevin@commonwealth.com,,Salesforce
374224,,Scott Zachary,,,szachary@castleviewpartners.com,214.710.1995,Salesforce
10859041,Inactive Investor,Susan McCormick,Advisor;Chief Executive Officer;Founder;Managing Partner;Owner;Regulatory Contact,"Fingerlakes Wealth Management, Inc.",susan.mccormick@fingerlakeswm.com,,Salesforce
11191819,Inactive Investor,Karen Erskine,,"Raymond James Financial Services, Inc. Effingham IL 300 E Washington Ave",karen.erskine@raymondjames.com,,Salesforce
9646165,,Jamesq Weston,,,jamesweston76@gmail.com,,List import
10975747,Inactive Investor,Jeffrey Krause,,"Fifth Third Securities, Inc. Michigan City IN 2604 Franklin St",,,Salesforce
11133576,Inactive Investor,Chelsie Henrichs,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",chelsiecoomber@financialguide.com,,Salesforce
10881144,Inactive Investor,Elisabeth Bell,,"Stifel, Nicolaus & Company, Incorporated Fort Pierce FL 603 N Indian River Dr",elisabeth.bell@stifel.com,,Salesforce
371124,,sina roomi,,Iran,sina_roomi@yahoo.com,,Salesforce
11159754,Inactive Investor,Daniel Roberts,,"Centaurus Financial, Inc. Santa Ana CA 640 N Tustin Ave",danroberts@cfiemail.com,,Salesforce
10854266,Inactive Investor,Daryl Rush,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",daryl.rush@schwab.com,,Salesforce
11204704,Inactive Investor,Andrea Suchy-Shinn,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Saint Paul MN Private Residence",asuchy-shinn@tiaa.org,,Salesforce
11189145,Inactive Investor,David Hoekstra,Financial Professional,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",david.hoekstra@equitable.com,,Salesforce
9581069,,Christy Bennett,,,cbennett@hyasgroup.com,,List import
336062,,Marianne Bloom,,"Northeast Financial Group, Inc.",mbloom@nefginc.com,570-688-9898,Manual List Upload
11038207,Inactive Investor,Addi Miller,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,agmiller01@ft.newyorklife.com,,Salesforce
9593522,,Ronald Mcclelland,,,rsm383@aol.com,,List import
10971798,Inactive Investor,Victoria Estes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11155052,Inactive Investor,Paul Gaither,,"Steward Partners Investment Solutions, LLC Chattanooga TN 6111 Shallowford Rd",,,Salesforce
10614126,,Darren Brachman,"Financial Advisor, First Vice President - Investments",,darren.brachman@wellsfargoadvisors.com,,List Import
11008833,Inactive Investor,Glenn Ngo,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,glenn_ngo@glic.com,,Salesforce
11160168,Inactive Investor,William Moriarty,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10778372,Inactive Investor,Donnamarie Riccio,Portfolio Associate,Morgan Stanley Lancaster PA 300 Granite Run Dr,donna.riccio@morganstanley.com,,Salesforce
10781302,Inactive Investor,Laurel Rice,First Vice President;Portfolio Management Director;Wealth Advisor,Morgan Stanley Middleton WI 8215 Greenway Blvd,laurel.rice@morganstanley.com,,Salesforce
11042541,Inactive Investor,Jay Capps,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",jay.capps@nm.com,,Salesforce
234315,, -,,[[Unknown]],ggoetz1@live.com,,
9591690,,chernukha Vladimir,,,chernukhavladimir10873@gmail.com,,List import
11183505,Inactive Investor,Ann Fleming,Financial Advisor;Owner,Fleming Financial Advising,ann@fleming-financial.com,,Salesforce
11028788,Inactive Investor,Andrew Cannon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11047109,Inactive Investor,Ryan Slater,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,ryan.slater@morganstanley.com,,Salesforce
11123957,Inactive Investor,Barbara Wagoner,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5954 Renaissance Pl",barbara.c.wagoner@ampf.com,,Salesforce
10813043,Inactive Investor,Willis Wright,,PFS Investments Inc. McDonough GA 1500 Pennsylvania Ave,willis.wright@primerica.com,,Salesforce
11120896,Inactive Investor,Jeff Griffin,,Edward Jones Franklin NC 81 W Main St,,,Salesforce
349588,,Marc Cozzolino,Executive Director - General Counsel,"Vontobel Asset Management, Inc.",marc.cozzolino@vusa.com,212-804-9300,Manual List Upload
10617791,,Charles Tenbroeck,,,charles.m.tenbroeck@wellsfargoadvisors.com,,List Import
11032697,Inactive Investor,Tyler Mulhall,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10894733,Inactive Investor,Maria Torres,Personal Banker,"Wells Fargo Advisors Financial Network, LLC Dallas TX 5949 Sherry Ln",mtorres@wfafinet.com,,Salesforce
11150253,Inactive Investor,Louis Nelson,,Vanguard Marketing Corporation,louis_nelson@vanguard.com,,Salesforce
9624164,,Rabbit S,,,liuyufei329@sina.com,,List import
11037190,Inactive Investor,Deanna Smith,Financial Advisor,"Osaic Institutions, Inc. Valdosta GA 3466 N Valdosta Rd",,,Salesforce
9637599,,Joey Becker,,,info@mcers.org,,List import
11200381,Inactive Investor,Alana Margolin,Senior Vice President;Wealth Advisor,Morgan Stanley Conshohocken PA 100 Front St,ilana.margolin@morganstanley.com,,Salesforce
11194958,Inactive Investor,Joseph Cannova,,"Avantax Investment Services, Inc. Toms River NJ Private Residence",,,Salesforce
9634244,,Aristotel Kondili,,,aristotel.kondili@lazard.com,,List import
10614980,,Kevin McVey,"Financial Advisor, Vice President",,kevin.mcvey@morganstanley.com,,List Import
11019025,Inactive Investor,Yi Yang,,J.P. Morgan Securities LLC Waltham MA 1111 Lexington St,yi.yang@jpmorgan.com,,Salesforce
10900638,Inactive Investor,Tammy Mafara-Jacobs,,"Raymond James Financial Services, Inc. West Linn OR 1800 Blankenship Rd",tammy.mafara-jacobs@raymondjames.com,,Salesforce
11284145,Inactive Investor,Scott Elliott,Portfolio Manager,"Cambridge Investment Research, Inc. Sewickley PA 2605 Nicholson Rd",,724-934-8600,Salesforce
338273,,Michael Whealdon,Partner,"Waters, Parkerson & Co., Llc",mwhealdon@watersparkerson.com,504-581-2022,Manual List Upload
11191737,Inactive Investor,Katherine Bennett,,"Cambridge Investment Research, Inc. Overland Park KS 11225 College Blvd",,,Salesforce
11133325,Inactive Investor,Alfonso Vigliotti,,"Liberty Associates, Inc.",avigliotti@libertyai.com,,Salesforce
11184417,Inactive Investor,Catherine Kurtz,,PFS Investments Inc. Vancouver WA 10000 NE 7th Ave,ckurtz@primerica.com,,Salesforce
11035425,Inactive Investor,James Wilson,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
9577827,,Richard Gowen,,,woldbrook1@yahoo.com,,List import
10818946,Inactive Investor,Brendan Ahern,,Evercore Group L.L.C.,brendan.ahern@evercore.com,,Salesforce
11170211,Inactive Investor,Michael Cianflone,,PFS Investments Inc. Pittsburgh PA 109 Dewalt Ave,michael.cianflone@primerica.com,,Salesforce
11149557,Inactive Investor,Kristopher Reumann,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Depew NY 5091 Broadway",kristopher.reumann@ml.com,,Salesforce
11204849,Inactive Investor,Kristen Buxton,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",kristen.buxton@ml.com,,Salesforce
10839423,Inactive Investor,Forrest Sumlar,Chief Compliance Officer,InterOcean Capital Chicago IL 980 N Michigan Ave,fsumlar@iofinance.com,,Salesforce
10930674,Inactive Investor,Rodney Barney,,PFS Investments Inc. Mandeville LA 1131 N Causeway Blvd,rodney.barney@primerica.com,,Salesforce
10773107,Inactive Investor,Andrew Podolske,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Seattle WA 4009 E Madison St",andrew.podolske@wellsfargoadvisors.com,,Salesforce
10875473,Inactive Investor,Carmine Tango,Financial Advisor,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,ctango@janney.com,,Salesforce
1917735,,Ronald Lewis,,,rlljll428@outlook.com,,
11130356,Inactive Investor,Karen Bliske,Financial Advisor,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",karen.bliske@wellsfargoadvisors.com,,Salesforce
10775429,Inactive Investor,William Nelson,Chief Investment Officer,"Financial Gravity Asset Management, Inc. Lakeway TX 2501 Ranch Road 620 S",william.nelson@financialgravity.com,,Salesforce
11263149,,[Unknown],,,richplant.email@gmail.com,,Web Form Fillout
10510431,,Mallory Doedtman,,Brucke Financial,mallory@bruckefinancial.us,,List Import
10833098,Inactive Investor,Joanna Horton,,"Sanctuary Securities, Inc. Fort Worth TX 1415 Ballinger St",jhorton@sanctuarywealth.com,,Salesforce
11133172,Inactive Investor,Edward Viglietta,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",edward.viglietta@ml.com,,Salesforce
11059170,Inactive Investor,Sean Craft,,"The Strategic Financial Alliance, Inc. Vienna VA 374 Maple Ave E",scraft@thesfa.net,,Salesforce
10901655,Inactive Investor,Jonathan Ruiz,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",,,Salesforce
753,,,,,john2titor50@gmail.com,,
11235690,Inactive Investor,Taylor Thompson,Vice President;Wealth Management Advisor,Terra Wealth Mesa AZ Private Residence,taylor@terrawealth.com,,Salesforce
10765702,Inactive Investor,Rebecca Blaine,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 4041 28th St NW",rebecca_blaine@ml.com,,Salesforce
11212130,Inactive Investor,Thomas Young,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,tom.young@lpl.com,,Salesforce
11194671,Inactive Investor,John Cooney,Member,"Bleakley Financial Group, LLC",jack.cooney@bleakley.com,,Salesforce
11092109,Inactive Investor,Todd Jones,Chief Compliance Officer;President,"Strategic Portfolio Advisors, Inc.",tjones@spadvisors.net,,Salesforce
11230012,Inactive Investor,Nicholas Ficsor,,NYLIFE Securities LLC Edison NJ 379 Thornall St,ngficsor@ft.newyorklife.com,,Salesforce
9644990,,Scott Hethcoat,,,hillavillazilla@gmail.com,,List import
11033716,Inactive Investor,Adriana Williams,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",adriana.williams@truist.com,,Salesforce
9637531,,Hiroaki Saito,,,hiroaki.saito@amone-ai.com,,List import
11066489,Inactive Investor,John Fitzgibbons,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,john.fitzgibbons@edwardjones.com,,Salesforce
10795205,Inactive Investor,Vance Johnson,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lewiston ME 415 Lisbon St",vance_johnson@ml.com,,Salesforce
9548143,,William Hamer,,,whamer@lamcogroup.com,,List import
10868532,Inactive Investor,Andrew Merrow,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10892687,Inactive Investor,Jessica Stalker,Financial Advisor,Edward Jones Aiken SC 264 Gateway Dr,jessica.stalker@edwardjones.com,,Salesforce
10927098,Inactive Investor,Michael Devine,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",mdevine@calton.com,,Salesforce
11148695,Inactive Investor,Spencer Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Valencia CA 24200 Magic Mountain Pkwy",,,Salesforce
10875836,Inactive Investor,Kimberly Pepe,,"Raymond James & Associates, Inc. Jenkintown PA 165 Township Line Rd",kimberly.pepe@raymondjames.com,,Salesforce
6074693,,mark austin,,,watermaark@yahoo.com,,Web Form Fillout
10974334,Inactive Investor,Jimmie Hand,,"Crescent Securities Group, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",jhand@crescentsecurities.com,,Salesforce
11255415,Inactive Investor,Pietro Galina,Financial Advisor,Proxy Wealth Advisors LLC,,,Salesforce
9587167,,Lesley Murray,,,lesley@bluerockwealth.com,,List import
347155,,Jason Diamond,Chief Financial Officer,"Herbert J. Sims Capital Management, Inc.",jdiamond@hjsims.com,203-418-9000,Manual List Upload
11018093,Inactive Investor,Jeffrey Krowne,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9572588,,Harold West,,,harold.west@kmsfinancial.com,,List import
10911168,Inactive Investor,Maxwell Wallens,,"RBC Capital Markets, LLC",,,Salesforce
10946563,Inactive Investor,Joseph Chavez,,J.P. Morgan Securities LLC Gardena CA 1310 W Artesia Blvd,joseph.chavezjr@jpmorgan.com,,Salesforce
11006788,Inactive Investor,Eric Renouf,Associate,Edward Jones Streamwood IL 820 S Bartlett Rd,,,Salesforce
11015294,Inactive Investor,Gustavo Rivas Tapia,,CGIS Securities LLC,,,Salesforce
10853421,Inactive Investor,Carly Vanlandingham,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
338335,,Stephen Barrett,Member Of Wainwright Board,Wainwright Investment Counsel Llc,sbarrett@winvcounsel.com,617-531-3100,Manual List Upload
10895120,Inactive Investor,Nicholas Bilak,,Cetera Investment Services LLC Denver CO 3033 E 1st Ave,nicholas.bilak@ceterais.com,,Salesforce
349767,,Dana Stewardson,Principal,"Logan Capital Management, Inc.",dhstewardson@logancapital.com,215-569-1100,Manual List Upload
11028360,Inactive Investor,Emily Colon,,J.P. Morgan Securities LLC Homestead FL 1071 N Homestead Blvd,emily.colon@jpmorgan.com,,Salesforce
10881528,Inactive Investor,Julie Schemionek,,"FBL Marketing Services, LLC Devils Lake ND 713 Hwy 19 W",,,Salesforce
11148776,Inactive Investor,Anthony Corea,,"Kestra Investment Services, LLC Lutherville Timonium MD 2330 W Joppa Rd",,,Salesforce
10753018,Inactive Investor,Hudson Whitmore,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",hudson.whitmore@hantzgroup.com,,Salesforce
10829438,Inactive Investor,Gary Rossi,Financial Advisor;Vice President,Morgan Stanley Syracuse NY 250 S Clinton St,gary.j.rossi@morganstanley.com,,Salesforce
2826279,,s a,,,allaico.crypto@gmail.com,,
10951857,Inactive Investor,Guillermo Vasquez,,"Charles Schwab & Co., Inc. Little Rock AR 650 S Shackleford Rd",,,Salesforce
11210094,Inactive Investor,Paul Cross,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",paul.cross@nm.com,,Salesforce
9546311,,Betsy Farber,,,betsy@coindesk.com,,List import
11112063,Inactive Investor,Armand Depaul,Wealth Management Associate,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,armand.depaul@morganstanley.com,,Salesforce
11005715,Inactive Investor,Kaden Rotunda,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11054019,Inactive Investor,Troy Brockmeier,Investment Advisor;Regulatory Contact,Oldfather Financial Services LLC,troy@oldfatherfinancial.com,,Salesforce
9550909,,Marcus Johnson,,,marcus@johnsonplan.com,,List import
10859441,Inactive Investor,Robert Masters,,LPL Financial LLC Rome GA 228 N 2nd Ave SW,rob.masters@lpl.com,,Salesforce
11042658,Inactive Investor,Troy Sapp,Financial Consultant;Managing Member,Commencement Financial Planning LLC,tas@commencefp.com,,Salesforce
9576909,,Michael Sosa,,,michaels23q@hotmail.com,,List import
10818702,Inactive Investor,Fei Yiu,,HSBC Securities (USA) Inc. Chatham NJ 407 Main St,fei.yiu@us.hsbc.com,,Salesforce
11115152,Inactive Investor,Kevin Henderson,,"Cadaret, Grant & Co., Inc. Niagara Falls NY 6928 Williams Rd",,,Salesforce
10962796,Inactive Investor,Dorothy Welsch,Financial Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",welsch.dorothy@principal.com,,Salesforce
10767764,Inactive Investor,Robert Diskin,,"Raymond James Financial Services, Inc. Franklin MI 30850 Telegraph Rd",robert.diskin@raymondjames.com,,Salesforce
10967131,Inactive Investor,Derek Shaffer,,"TIAA-CREF Individual & Institutional Services, LLC Mechanicsburg PA 5000 Ritter Rd",derek.shaffer@tiaa.org,,Salesforce
11155339,Inactive Investor,Dawn Chico,,J.P. Morgan Securities LLC Cleveland OH 30950 Pinetree Rd,dawn.l.chico@jpmorgan.com,,Salesforce
10884328,Inactive Investor,Joseph Sinchi,Private Client Financial Advisor,"Citizens Securities, Inc. New York NY 721 Amsterdam Ave",joseph.e.sinchi@citizenssecurities.com,,Salesforce
338102,,Matt Macdonald,,Hyas Group,mmacdonald@hyasgroup.com,971-634-1500,Manual List Upload
10927056,Inactive Investor,Paul Johnson,,"FBL Marketing Services, LLC Twin Falls ID 1411 Falls Ave E",paul.johnson@fblfinancial.com,,Salesforce
10977586,Inactive Investor,Norria Atencio,,"U.S. Bancorp Investments, Inc. Denver CO 12340 W Alameda Pkwy",,,Salesforce
11233711,Inactive Investor,Brandon Davis,,Fidelity Brokerage Services LLC,,,Salesforce
10596120,,Christopher Russell,,,crussell@calamos.com,,Web Form Fillout
11110262,Inactive Investor,Brian Raimondi,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",brian.raimondi@ml.com,,Salesforce
10941467,Inactive Investor,Yll Krasniqi,,Evercore Group L.L.C.,yll.krasniqi@evercore.com,,Salesforce
10940013,Inactive Investor,Nina Christopher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11130861,Inactive Investor,Bill Zerrusen,Managing Member,"Trinity Investment Management, LLC Arlington TX 200 N Mesquite St",,,Salesforce
10845788,Inactive Investor,Richard Hawk,Financial Advisor,LPL Financial LLC Indianapolis IN 250 E 96th St,richard.hawk@lpl.com,,Salesforce
80378,,Wade Stinnette,"Principal, Senior Portfolio Manager","Wallick Investments, Llc",wadestinnette@wallickinvestments.com,803-699-9400,Manual List Upload
11185804,Inactive Investor,Susan Brennan,,"Allstate Financial Services, LLC Bayport NY 606 Montauk Hwy",susanbrennan@allstate.com,,Salesforce
10930525,Inactive Investor,Robert Graves,,"ValMark Securities, Inc. Orlando FL 1715 Oakmont Ln",,,Salesforce
340404,,Nichole Cage,Personal Banker,"River Street Advisors, Llc",ncage@oldsecond.com,630-906-5501,Manual List Upload
10913567,Inactive Investor,Jane Milanczuk,,"St. Germain Securities, Inc.",jmilanczuk@stgermaininvestments.com,,Salesforce
9646278,,Antonia Yang,,,ylyantonia@gmail.com,,List import
11002207,Inactive Investor,Kristopher Hissam,,"Bankers Life Securities, Inc. Irvine CA 18022 Cowan",kristopher.hissam@bankerslife.com,,Salesforce
11085028,Inactive Investor,Marci Moss,Portfolio Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,marci.g.moss@morganstanley.com,,Salesforce
10967414,Inactive Investor,Mark Stuckley,,PFS Investments Inc. Fairless Hills PA 441 S Oxford Valley Rd,mark.stuckley@primerica.com,,Salesforce
9614634,,William Medina,,,aptmgr@yahoo.com,,List import
10851945,Inactive Investor,Richard Slavik,,Newbridge Securities Corporation,rslavik@newbridgesecurities.com,,Salesforce
10992206,Inactive Investor,Julian Mathews,Financial Planner,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",,,Salesforce
11124274,Inactive Investor,Matthew Somero,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,mksomero@ft.newyorklife.com,,Salesforce
246318,,Not Provided,,SA Realty,scott@sarealtyne.com,,Manual List Upload
10849993,Inactive Investor,Natalie Hodak,,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,nhodak@commonwealth.com,,Salesforce
4985639,,Luc Fraley,,Amazon,lucfraley@live.com.au,1111111111,Web form fillout
9631562,,Antonio Montoya,,,antonio@nimblecog.com,,List import
10647544,,David Watkins,,,dpwatkins@bannerpine.com,,List Import
346365,,Charles Helme,"Managing Director, Managing Member","Bh Asset Management, Llc",charles.helme@bhasset.com,347-586-0030,Manual List Upload
10881038,Inactive Investor,Stephen Satterlee,Chief Compliance Officer;Financial Advisor;Managing Member;President,"Live Oak Wealth Management, LLC",,,Salesforce
10644669,,Adam Grossman,,,adam.grossman@israelbonds.com,,List Import
10912773,Inactive Investor,Matt Bacon,Advisor,Carmichael Hill & Associates Inc,mattb@carmichael-hill.com,,Salesforce
11023800,Inactive Investor,Victor Habib,,Stonex Securities Inc. Canton GA 583 Roper Rd,victor.habib@saswealth.com,,Salesforce
10902741,Inactive Investor,Michael Tarantino,Financial Advisor,LPL Financial LLC Fort Collins CO 419 Canyon Ave,michael.tarantino@lpl.com,,Salesforce
339781,,Shaul Vichness,"Senior Managing Director, Chief Financial Officer",Churchill Asset Management Llc,shaul.vichness@churchillam.com,212-478-9200,Manual List Upload
11108864,Inactive Investor,Branden Carney,Wealth Planner,"Melone Private Wealth, LLC",bcarney@melonewealth.com,,Salesforce
10835908,Inactive Investor,Tracy Walton,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",tracy_walton@ml.com,,Salesforce
10813592,Inactive Investor,Mary Anthony,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",,,Salesforce
370563,,José Briseño,,Mexico,libaem03@gmail.com,,Salesforce
11107739,Inactive Investor,Frank Abella,Chairman;Portfolio Manager,Investment Partners Asset Management,fabella@investmentpartners.com,,Salesforce
9587687,,S Bean,,,sbean@private-advisory.com,,List import
9580457,,Robert Sypher,,,rsypher@altiumwealth.com,,List import
11136335,Inactive Investor,Salma Rasheed,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,salmarasheed.team@fidelity.com,,Salesforce
10882772,Inactive Investor,Steven Zacharczyk,Investment Portfolio Associate,"Raymond James & Associates, Inc. West Nyack NY 1 Crosfield Ave",steven.zacharczyk@raymondjames.com,,Salesforce
10837635,Inactive Investor,Todd Mackler,,Cetera Advisors LLC Houston TX 701 N Post Oak Rd,,,Salesforce
10850252,Inactive Investor,Prakash Velankar,,"Equitable Advisors, LLC New Hyde Park NY Private Residence",prakash.velankar@equitable.com,,Salesforce
10647079,,Michael Irgens,,,michael.irgens@schwab.com,,List Import
10971262,Inactive Investor,Adam Hollinger,,Cetera Investment Services LLC Harrisburg PA 4050 Crums Mill Rd,,,Salesforce
11154080,Inactive Investor,Rusty Davis,Associate Financial Advisor,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",rusty.l.davis@ampf.com,,Salesforce
10770125,Inactive Investor,Andrew Galimi,,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,andrew.galimi@citigroup.com,,Salesforce
10885231,Inactive Investor,Joseph Janca,,"Raymond James Financial Services, Inc. East Lansing MI 271 Woodland Pass",joe.janca@raymondjames.com,,Salesforce
11093167,Inactive Investor,Brian Harris,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",brianharris2@financialguide.com,,Salesforce
10926399,Inactive Investor,Chandler Mertz,Associate,J.P. Morgan Securities LLC Austin TX 405 Colorado St,chandler.mertz@jpmorgan.com,,Salesforce
10855693,Inactive Investor,Robert Alft,,"Wells Fargo Advisors Financial Network, LLC Pensacola FL 730 Bayfront Pkwy",bob.alft@wfafinet.com,,Salesforce
10862537,Inactive Investor,Tonya Sexton,Financial Advisor,"Synovus Securities, Inc. Cape Coral FL 205 Del Prado Blvd S",tonyakropoff@synovus.com,,Salesforce
10991042,Inactive Investor,Filipe Kramer De Mesquita,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,fkramer-de-mesquita@primerica.com,,Salesforce
10930713,Inactive Investor,Anthony Cammon,,State Farm VP Management Corp. Havre MT 115 4th Ave W,,,Salesforce
11220290,,Rosa Licea-Mailloux,,,rlicea@mfs.com,,Other
203509,,Ryan Swanson,Equity Research Associate - Fintech/Payments,Compass Point Research & Trading LLC,rswanson@compasspointllc.com,,
9581381,,Larry King,,,larry.king.sr@gmail.com,,List import
9400216,,Yvette DeLay,,,yvettesbizz@gmail.com,,Web Form Fillout
9544579,,Marlys Nash,,,marlys.nash@transamerica.com,,List import
11238769,Inactive Investor,Chang Lee,,"Sterling Bay Capital Advisers, LLC",clee@sterlingbay.com,,Salesforce
224557,,Oky Kurt,,[Unknown],kurtpinarokan@gmail.com,,source
10993300,Inactive Investor,Alexandra Potts,,"Osaic Institutions, Inc. Gibsonia PA 5167 William Flynn Hwy",,,Salesforce
11141892,Inactive Investor,Donna Kazmierski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",donna_kazmierski@ml.com,,Salesforce
11099274,Inactive Investor,Michael Senno,Financial Representative;Investment Advisor Representative,"Equity Services, Inc. Warwick RI 875 Centerville Rd",senno_michael@nlvmail.com,,Salesforce
10838527,Inactive Investor,David Reed,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",david.reed@equitable.com,,Salesforce
10760917,Inactive Investor,Phillip Blair,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,,,Salesforce
9562625,,William Cummins,,,williamcummins@financialguide.com,,List import
11056233,Inactive Investor,Lauren Coverdale,,LPL Financial LLC Beachwood OH 3750 Park East Dr,lauren.coverdale@lpl.com,,Salesforce
9586349,,Peter Glaser,,,peter.glaser@alcentra.com,,List import
10858543,Inactive Investor,Dean Cummings,Chief Compliance Officer;President,Pilot Capital Management Corp,dean@pilotcapital.net,,Salesforce
10869500,Inactive Investor,Brian Kamin,Advisor;Vice President,Rockefeller Financial LLC Chicago IL 227 W Monroe St,bkamin@rockco.com,,Salesforce
9578457,,Christian Pierce,,,christian.pierce93@gmail.com,,List import
10928312,Inactive Investor,Todd Reasoner,,"Osaic Wealth, Inc. Wichita KS 2230 N Ridge Rd",,,Salesforce
10912729,Inactive Investor,Karla Haro-Castro,,"Ameriprise Financial Services, LLC Rockville MD 6010 Executive Blvd",karla.harocastro@ampf.com,,Salesforce
10604538,Inactive Investor,Richard Lewine,CEO,RSL Consulting Group,rslewine@rslgo.com,2158726025,List Import
9611282,,Kevin Mulcahy,,,kevin@bowmara.com,,List import
346059,,David Katz,Chief Compliance Officer & Chief Financial Officer,"Three Bridges Capital, Lp",dkatz@threebridgescap.com,212-523-9700,Manual List Upload
11126483,Inactive Investor,Cornelius Bissell,Managing Director,"Raymond James & Associates, Inc. Charleston SC 360 Concord St",cornelius.bissell@raymondjames.com,,Salesforce
10993379,Inactive Investor,Sultan Helabi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10864476,Inactive Investor,Jason Colvin,,State Farm VP Management Corp. Huntersville NC 9525 Birkdale Crossing Dr,jason.colvin.mj9l@statefarm.com,,Salesforce
10914354,Inactive Investor,Roberto Alvarado,,J.P. Morgan Securities LLC Romeoville IL 399 S Weber Rd,roberto.ra.alvarado@chase.com,,Salesforce
10846308,Inactive Investor,Arthur Kole,,Stonex Securities Inc. Jeffersonville NY Private Residence,,,Salesforce
9561053,,Jackson Cust,,,jackson.cust@meanswealth.com,,List import
9597086,,Andrew Ware,,,andrew@keyhavencapital.com,,List import
5499,, -,,[[Unknown]],jbmiles7@gmail.com,,Initial Salesforce Import
10975257,Inactive Investor,Kyong Choe,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,khchoe@ft.newyorklife.com,,Salesforce
10905513,Inactive Investor,Nicole Villavicencio,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11009808,Inactive Investor,Na Li,,Citigroup Global Markets Inc. Irvine CA 3996 Barranca Pkwy,,,Salesforce
9563100,,Cristobal Barra,,,crisbarra288@gmail.com,,List import
11079513,Inactive Investor,Joseph Morrett,,State Farm VP Management Corp. Lebanon PA 548 Maple St,josephmorrett@statefarm.com,,Salesforce
11232888,Inactive Investor,Miranda Hooker,,"Wells Fargo Clearing Services, LLC Reno NV 2895 Northtowne Ln",,,Salesforce
9593568,,Steven Sanders,,,ssanders@pmga.com,,List import
10978470,Inactive Investor,Allie Kind,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,allie.kind@fidelity.com,,Salesforce
205945,,John Friel,,United States,frielpaul5@gmail.com,,
10646250,,Dylan Cleary,,,dylan.cleary@morganstanley.com,,List Import
9626703,,sunil acharya,,,sunilach68@gmail.com,,List import
10990667,Inactive Investor,Justin Moore,,J.P. Morgan Securities LLC Austin TX 6600 S Mo Pac Expy,justin.w.moore@jpmorgan.com,,Salesforce
9572231,,Sudeep Duttaroy,,,sduttaroy@dldam.com,,List import
9573268,,John Lepore,,,jlepore@bassocap.com,,List import
10901543,Inactive Investor,Max Cutler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,max.cutler@fmr.com,,Salesforce
9600495,,Jason Simpson,,,jasonsimpson@argi.net,,List import
10841406,Inactive Investor,Ronald Vanhorn,,"Private Client Services, LLC Somerville NJ 30A Maple St",rvanhorn@kfg.com,,Salesforce
11026543,Inactive Investor,Brett Vance,,"Farmers Financial Solutions, LLC Grapevine TX 203 E Northwest Hwy",bvance@farmersagent.com,,Salesforce
11003713,Inactive Investor,Erik Mitchell,Relationship Manager,"Principal Securities, Inc. Lancaster PA Private Residence",mitchell.erik@principal.com,,Salesforce
11003239,Inactive Investor,Kay White,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",kay.white@nm.com,,Salesforce
10613759,,John Donovan,Financial Advisor,,john.donovanjr@wellsfargoadvisors.com,,List Import
11001839,Inactive Investor,Randall Hoover,,Sigma Financial Corporation Royal Oak MI 3123 Crooks Rd,,,Salesforce
10980371,Inactive Investor,Paul Abril,,J.P. Morgan Securities LLC Carlsbad CA 699 Grand Ave,paul.a.abril@chase.com,,Salesforce
11068282,Inactive Investor,Jeff Jen,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jeff.jen@ml.com,,Salesforce
9551027,,Sean Bazewicz,,,sean.bazewicz@transamerica.com,,List import
10944554,Inactive Investor,Alberto Hernandez,,"Allstate Financial Services, LLC",albertohernandez@allstate.com,,Salesforce
10958671,Inactive Investor,Peter Cappiello,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fairfield CT 1248 Post Rd",,,Salesforce
10855391,Inactive Investor,Allison Vanaski,Chief Compliance Officer;Chief Executive Officer;Senior Financial Planner;Senior Wealth Advisor;Vice President - Investments,Arcadia Wealth Management,allie@arcadiawm.com,,Salesforce
6759738,,Julien Brochu,,,jubrochu@gmail.com,,Web form fillout
11040681,Inactive Investor,Robert McDade,,Cetera Advisor Networks LLC Chattanooga TN 8 Patten Pkwy,gary.mcdade@ceterawealth.com,,Salesforce
10933284,Inactive Investor,Kevin Miller,Financial Advisor,"Osaic Wealth, Inc. Wichita KS 765 E 2nd St N",,,Salesforce
11097748,Inactive Investor,Dario Urbaez Moquete,,Fidelity Brokerage Services LLC,,,Salesforce
11187503,Inactive Investor,Emily Woodson,,LPL Financial LLC Wilmington DE 5818 Kennett Pike,emily.woodson@lpl.com,,Salesforce
9566775,,B M,,,b1nikro@gmail.com,,List import
10837630,Inactive Investor,Aris Bofiles,Financial Advisor;Vice President,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",aris.bofiles@rbc.com,,Salesforce
11202138,Inactive Investor,Lisa Ouzounian,,"Equity Services, Inc.",louzounian@nationallife.com,,Salesforce
11009212,Inactive Investor,Joan Warner,,State Farm VP Management Corp. Farmington MI 23285 Farmington Rd,joan.warner.gk7p@statefarm.com,,Salesforce
11134273,Inactive Investor,Jennifer Baumann,,"Wells Fargo Advisors Financial Network, LLC Fort Worth TX 101 Summit Ave",jennifer.baumann@wellsfargoadvisors.com,,Salesforce
11177583,Inactive Investor,Matthew Larsen,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",mlarsen@ml.com,,Salesforce
11035897,Inactive Investor,Caroline Nelson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",caroline_nelson@ml.com,,Salesforce
11133078,Inactive Investor,Nicholas Young,,Kovack Securities Inc. Adel GA 102 N Hutchinson Ave,nicholas@kovacksecurities.com,,Salesforce
47063,,John Sandlin,Associate Representative,Thrivent Investment Management Inc.,john.sandlin@thrivent.com,812-764-8201,
10857326,Inactive Investor,Tracy Tutag,Principal,Western Wealth Management LLC Edwards CO 137 Main St,,,Salesforce
11178900,Inactive Investor,Mark Reedy,,LPL Financial LLC Lawrence KS 5200 Bob Billings Pkwy,mark.reedy@lpl.com,,Salesforce
9583164,,Ortis Haynes,,,ortishaynes@gmail.com,,List import
373290,,Lilian Gorriz,,[Unknown],liliankamil1625@gmail.com,,source
10785698,Inactive Investor,Jay Cheney,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jay.cheney@schwab.com,,Salesforce
11259924,Inactive Investor,Noreen Ramsey,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",noreen.javed@nm.com,,Salesforce
10894485,Inactive Investor,Dennis Priest,Investment Advisor Representative,LPL Financial LLC Anaheim CA 138 S Imperial Hwy,dennis.priest@lpl.com,,Salesforce
11161980,Inactive Investor,Donna Yakawich,Wealth Advisor,"Petersen Hastings Wealth Advisors, Inc.",donnay@petersenhastings.com,,Salesforce
11020915,Inactive Investor,Baldev Srichawla,,NYLIFE Securities LLC West Hempstead NY Private Residence,bsrichawla@ft.newyorklife.com,,Salesforce
10900250,Inactive Investor,Jason Rennecker,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Helena MT 302 N Last Chance Gulch",jake.rennecker@usbank.com,,Salesforce
10775695,Inactive Investor,Tony Kajmakoski,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",tony.x.kajmakoski@ampf.com,,Salesforce
9583143,,Chad Tobin,,,ctobin@slaglefinancial.com,,List import
11056599,Inactive Investor,Pavel Pechenov,,PFS Investments Inc. Liberty Lake WA 23403 E Mission Ave,pavelapechenov@primerica.com,,Salesforce
11255037,Inactive Investor,Jake Woznyk,Analyst,"Connecticut Wealth Management, LLC",jwoznyk@ctwealthmgmt.com,,Salesforce
10437782,,JEROME HAMWRIGHT,,,hamwright4@aol.com,,Web Form Fillout
10841511,Inactive Investor,Janice Bonine,Senior Client Specialist,Robert W. Baird & Co. Incorporated Wichita KS 8535 E 21st St N,jbonine@rwbaird.com,,Salesforce
10814249,Inactive Investor,Jeffrey Salton,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",jeffrey.salton@ml.com,,Salesforce
9644899,,Ana Contreras,,,alc@perfcircleww.com,,List import
11254910,Inactive Investor,Zachary Gunderson,Advisor,"Providence Financial and Insurances, Inc.",zachary.gunderson@providencefinancialinc.com,,Salesforce
10913690,Inactive Investor,Mark Goode,Financial Advisor,Edward Jones Dallas TX 8140 Walnut Hill Ln,mark.goode@edwardjones.com,,Salesforce
10919052,Inactive Investor,Clayton Squier,Financial Advisor,D.A. Davidson & Co. Grand Junction CO 360 W Park Dr,ccsquier@dadco.com,,Salesforce
10796978,Inactive Investor,Bruce Lancia,,Cetera Advisors LLC Dublin OH 5910 Wilcox Pl,bruce.lancia@ceteraadvisors.com,,Salesforce
10869868,Inactive Investor,John Williams,Partner;Senior Tax Advisor,"SBK Financial, Inc.",,,Salesforce
10967826,Inactive Investor,Tin Nguyen,,"Wells Fargo Clearing Services, LLC Dallas TX 5938 W Northwest Hwy",,,Salesforce
10978171,Inactive Investor,Chad Oldenkamp,,PFS Investments Inc. Southfield MI 24725 W 12 Mile Rd,coldenkamp@primerica.com,,Salesforce
11114402,Inactive Investor,Cedric Pitts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10861732,Inactive Investor,William Lillis,Financial Representative,"Northwestern Mutual Investment Services, LLC Erie PA 305 W 6th St",,,Salesforce
10963311,Inactive Investor,Gabriel Rakower,,"Allstate Financial Services, LLC Miami FL 1201 SW 87th Ave",gabrielrakower@allstate.com,,Salesforce
11189338,Inactive Investor,John Dupont,Financial Advisor;Financial Planner,LPL Financial LLC Houma LA 255 Corporate Dr,john.dupont@lpl.com,,Salesforce
10826072,Inactive Investor,Ronald Reilly,Financial Advisor,"Wells Fargo Clearing Services, LLC Park City UT 6480 Hwy 224",ronald.m.reilly@wellsfargo.com,,Salesforce
226895,, -,,[[Unknown]],squirrelvacations@gmail.com,,
10992207,Inactive Investor,Steven Gosetti,,"Bankers Life Securities, Inc. Warwick RI 475 Kilvert St",steven.gosetti@bankerslife.com,,Salesforce
11238772,Inactive Investor,Karen Gana,,"Sterling Bay Capital Advisers, LLC",kgana@sterlingbay.com,,Salesforce
11015064,Inactive Investor,Victoria Patrikus,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10859908,Inactive Investor,Robert Teneyck,,"J.W. Cole Financial, Inc. Saint Petersburg FL 6830 Central Ave",,,Salesforce
11076873,Inactive Investor,Michael Scannell,,"American Fidelity Securities, Inc.",michael.scannell@americanfidelity.com,,Salesforce
10896922,Inactive Investor,Juan Baron,Managing Director,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",juan.baron@nm.com,,Salesforce
10827244,Inactive Investor,Robert Cole,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",rcole@tiaa-cref.org,,Salesforce
11146297,Inactive Investor,Joseph Milici,Financial Advisor,Lumiere Financial Saint Petersburg FL Private Residence,joseph.milici@lumierefg.com,,Salesforce
10797056,Inactive Investor,Michael Pokrassa,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",michael.pokrassa@raymondjames.com,,Salesforce
11292294,,Kuldip Kudhail,,,kuldipsingh77@hotmail.com,,Web Form Fillout
229524,, -,,[[Unknown]],adelantojoe1975@hotmail.com,,Advertising
10784806,Inactive Investor,Martin Dicrisci,,J.P. Morgan Securities LLC Chicago IL 3032 N Clark St,martin.dicrisci.jr@chase.com,,Salesforce
10428826,,MD AFROZ KHAN,,,mdafrozkhan1987@gmail.com,,Web Form Fillout
11038329,Inactive Investor,Ashley Weinstein,,Morgan Stanley,ashley.weinstein@morganstanley.com,,Salesforce
238711,,denniskading@gmail.com Kading,,[Unknown],denniskading@gmail.com,,
9276206,,Rani Tanisya,,,ranitaanisya09@gmail.com,,Web Form Fillout
9540565,,Drew Van der Werff,,,drew.vanderwerff@gs.com,,List Import
11168928,Inactive Investor,Steven Moore,,"Osaic Wealth, Inc. Phoenix AZ 20 E Thomas Rd",,,Salesforce
116051,,Robert Granner,Financial Consultant,Thrivent Investment Management Inc.,rob.granner@thrivent.com,630-598-2111,
10984299,Inactive Investor,Jason Christopoulos,Private Client Financial Advisor,"Citizens Securities, Inc. Canton MI 41401 Ford Rd",jason.l.christopoulos@citizenssecurities.com,,Salesforce
10953246,Inactive Investor,Roberto Ayala Salcedo,,"InSight Securities, Inc.",rsalcedo@insightamericas.net,,Salesforce
348917,,Yin Yin,Assistant Vice President,Vector Wealth Management,yyin@vectorwealth.com,612-378-7560,Manual List Upload
11193587,Inactive Investor,Zhanpeng Ruan,,Evercore Group L.L.C.,,,Salesforce
10877393,Inactive Investor,Caroline Adams,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",caroline.adams@ml.com,,Salesforce
11114963,Inactive Investor,George Henman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,george.henman@fidelity.com,,Salesforce
220610,Inactive Investor,Chris Gauthier,CIO,Stonehearth Capital Management Danvers MA 199 Rosewood Dr,chris@stonehearthcapital.com,978-624-3000,Manual List Upload
10860571,Inactive Investor,James Morrison,Senior Financial Advisor,UBS Financial Services Inc. Jackson MS 100 Vision Dr,,,Salesforce
11126625,Inactive Investor,David Port,Partner;Wealth Advisor,William Blair,davidport@williamblair.com,,Salesforce
11117473,Inactive Investor,Christina Lower,,J.P. Morgan Securities LLC West Chester OH 7722 Cox Ln,,,Salesforce
10908611,Inactive Investor,Eric Debruin,,"Osaic Wealth, Inc. Seymour WI 1017 Orchard Dr",,,Salesforce
10948819,Inactive Investor,Randy Hamilton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",randy.hamilton@tiaa-cref.org,,Salesforce
9619891,,Dustin Morgan,,,noisegui@yahoo.com,,List import
10933656,Inactive Investor,Bradley Smith,Financial Professional,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",bradleysmith@financialguide.com,,Salesforce
10860834,Inactive Investor,Christopher Moler,Financial Advisor;Vice President,Janney Montgomery Scott LLC Cincinnati OH 8044 Montgomery Rd,cmoler@janney.com,,Salesforce
10789244,Inactive Investor,Carolyn Crews,Senior Client Associate,"Wells Fargo Clearing Services, LLC Greenville NC 695 E Arlington Blvd",carolyn.crews@wellsfargoadvisors.com,,Salesforce
9573943,,Anne Dimon,,,adimon@stratoswealthpartners.com,,List import
10798914,Inactive Investor,John Adams,Financial Advisor,"Wells Fargo Clearing Services, LLC Bismarck ND 400 E Broadway Ave",john.r.adams@wellsfargo.com,,Salesforce
352701,,Jenny Hosch,"Engler Team, Atlanta Office","Ashford Advisors, Llc",jennyhosch@ashfordadvisors.net,585-697-0362,Manual List Upload
11026318,Inactive Investor,David Maigret,,"Kestra Investment Services, LLC Palo Alto CA 499 Middlefield Rd",,,Salesforce
10885020,Inactive Investor,Taylor Lipps,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 3601 Far West Blvd",taylor.m.lipps@wellsfargo.com,,Salesforce
10963067,Inactive Investor,Jeffrey Davis,,Jefferies LLC,jdavis@jefferies.com,,Salesforce
10859979,Inactive Investor,Steven Kernahan,Financial Advisor,LPL Financial LLC Slidell LA 2065 1st St,steven.kernahan@lpl.com,,Salesforce
10486819,,Wesley Darilek,"Financial Advisor, Senior Vice President",Hilltop Securities Inc.,djdarilek@hotmail.com,,List Import
11065871,Inactive Investor,Lawrence Willis,,PFS Investments Inc. Bellaire TX 5909 West Loop S,lwillis.6vvar@primerica.com,,Salesforce
9589021,,Charlie Simone,,,cs22335@aol.com,,List import
128645,,Aidan Williams,,Plante Moran Financial Advisors,aidan.williams@plantemoran.com,,
10822396,Inactive Investor,Edward Staudenmayer,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Exton PA 855 Springdale Dr",edward.x.staudenmayer@ampf.com,,Salesforce
11200737,Inactive Investor,Althea Morris,,PFS Investments Inc. Gretna LA 2550 Belle Chasse Hwy,althea.morris@primerica.com,,Salesforce
10881666,Inactive Investor,John Buerger,Chief Financial Officer;Director;President;Secretary,Altus Wealth Solutions Atascadero CA 7425 El Camino Real,jdbuerger@altuswealth.com,,Salesforce
10905819,Inactive Investor,Robert Means,,LPL Financial LLC Marietta GA 647 Roswell St NE,rob.means@lpl.com,,Salesforce
11064059,Inactive Investor,Ralph Latesta,Regional Vice President,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,ralph.latesta@primerica.com,,Salesforce
11066722,Inactive Investor,Belinda Cano,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9608223,,Jeffrey Thomas,,,jeffreynthomas@outlook.com,,List import
9572116,,Stephan Stewart,,,stephan.stewart@decade-llc.com,,List import
11057137,Inactive Investor,Timothy Guinn,Financial Advisor,"Ameriprise Financial Services, LLC Norwich NY 43 S Broad St",timothy.guinn@ampf.com,,Salesforce
11153963,Inactive Investor,Polly Piland,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
11175251,Inactive Investor,Patrick Stap,,"OneAmerica Securities, Inc. Wellesley MA 888 Worcester St",,,Salesforce
9619433,,Mark TenPas,,,mark.tenpas@citadel.com,,List import
10487769,,Robert Johnson,,"Securities America Advisors, Inc.",daddyrobj@yahoo.com,,List Import
11006673,Inactive Investor,Johanna Aguilar Johnson,,PFS Investments Inc. Guaynabo 2do Pisc Camino Alejandrino,jaguilar-johnson@primerica.com,,Salesforce
9612301,,Fernando Mazulis,,,fmazulis@yahoo.com,,List import
9552927,,Heather Stork,,,heather@theholbengroup.com,,List import
11130323,Inactive Investor,Holly Kornachuk,,"Farmers Financial Solutions, LLC Northville MI 21800 Haggerty Rd",,,Salesforce
10775316,Inactive Investor,Michael Lemkin,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,mike.lemkin@opco.com,,Salesforce
11151078,Inactive Investor,Kayla Finley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11236348,Inactive Investor,Clinton Steinhoff,Partner;Portfolio Management Director;Wealth Management Advisor,Optima Capital Management,clinton_steinhoff@optimacapitalmgt.com,,Salesforce
11139517,Inactive Investor,Steven Sehrer,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,stevensehrer.team@fidelity.com,,Salesforce
796,,,,,eddysmart2@cox.net,,
11234983,Inactive Investor,Marc Saurborn,Chief Investment Officer,"Dividend Assets Capital, LLC",msaurborn@dacapitalsc.com,,Salesforce
10934420,Inactive Investor,William Karvecky,Compliance Manager,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",william.karvecky@equitable.com,,Salesforce
10926090,Inactive Investor,Kimberly Henderson,Financial Advisor,Edward Jones Franklin IN 99 W Jefferson St,kim.henderson@edwardjones.com,,Salesforce
11071916,Inactive Investor,Gricely Estevez,,J.P. Morgan Securities LLC Middletown NY 12 Lloyds Ln,gricely.estevez@jpmorgan.com,,Salesforce
10784937,Inactive Investor,James Duffy,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10947311,Inactive Investor,Yuri Torres,,"Wells Fargo Clearing Services, LLC Bedford TX 3005 Hwy121",,,Salesforce
10811469,Inactive Investor,Matthew Pursley,Financial Advisor,LPL Financial LLC Grand Rapids MI 607 Cascade W Pkwy SE,matt.pursley@lpl.com,,Salesforce
11005263,Inactive Investor,Dongmei Du,,"Transamerica Financial Advisors, Inc Rolling Meadows IL 3701 Algonquin Rd",dongmei.du@tfaconnect.com,,Salesforce
11021086,Inactive Investor,Elizabeth Sharp,,"Fifth Third Securities, Inc. Akron OH Private Residence",elizabeth.kiley@53.com,,Salesforce
7088,,Allison Speight,,[[Unknown]],aspeight@sbcglobal.net,,Initial Salesforce Import
10835462,Inactive Investor,Kenneth Close,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 6011 Renaissance Pl",kenneth.r.close@ampf.com,,Salesforce
11095602,Inactive Investor,Jay Champlain,Principal,"Golden State Wealth Management, LLC Santa Monica CA 730 Arizona Ave",jay.champlain@goldenstatewm.com,,Salesforce
10889093,Inactive Investor,Joseph Auday,Senior Vice President;Wealth Advisor,"SteelPeak Wealth, LLC Scottsdale AZ 15333 N Pima Rd",joseph.auday@spwm.com,,Salesforce
9543175,,Jerimie Geppi,,,djmajesty562@aol.com,,List import
339137,,Mark Matteson,"Partner, Vice President",Suntx Capital Management Corp.,mark.matteson@suntx.com,972-663-8900,Manual List Upload
10961384,Inactive Investor,Blake Danna,Financial Advisor,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",blake.danna@raymondjames.com,,Salesforce
11047035,Inactive Investor,David Burns,Financial Advisor,Prime Capital Financial Hammond LA 1607 SW Railroad Ave,,,Salesforce
10881660,Inactive Investor,Holly Pye,,"Avantax Investment Services, Inc. Bucksport ME Private Residence",,,Salesforce
9587695,,Daroon P,,,daroonst@pm.me,,List import
10754990,Inactive Investor,Matthew Howell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",matt_howell@ml.com,,Salesforce
9647470,,Moyez Hirani,,,moyezhirani@gmail.com,,List import
9545549,,Mike Shayestehfar,,,mshay@firstrepublic.com,,List import
11057333,Inactive Investor,John Keene,,"First Horizon Advisors, Inc. Winston Salem NC 101 S Stratford Rd",john.keene@firsthorizon.com,,Salesforce
9559441,,jack yut,,,cipedi6439@dmonies.com,,List import
11115310,Inactive Investor,Luis Reyes Morillo,Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,luis.reyes-morillo@ubs.com,,Salesforce
10764839,Inactive Investor,Stacie Duenich,Financial Advisor,Edward Jones Spokane WA 5515 N Alberta St,stacie.duenich@edwardjones.com,,Salesforce
10822306,Inactive Investor,Scott Elliott,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Burlington WA 195 E George Hopper Rd,selliott@dadco.com,,Salesforce
10846980,Inactive Investor,Holli Rankin,Financial Advisor,Edward Jones Missoula MT 1200 S Reserve St,holli.rankin@edwardjones.com,,Salesforce
11096975,Inactive Investor,Jon Theriault,Chief Financial Officer;Senior Financial Advisor;Trustee,RS Crum Inc.,jon@rscrum.com,,Salesforce
10903588,Inactive Investor,Frank Sims,Financial Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 4750 Venture Dr",frank.sims@ampf.com,,Salesforce
10848974,Inactive Investor,Glenn Williams,,"Vicus Capital, Inc.",gwilliams@pfginc.com,,Salesforce
10777793,Inactive Investor,Luis Bernal,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",luismanuel_bernal@ml.com,,Salesforce
10923251,Inactive Investor,Jason Riegelsberger,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10783496,Inactive Investor,Susan Devore,Portfolio Associate,Morgan Stanley Irvine CA 1901 Main St,susan.devore@morganstanley.com,,Salesforce
10771821,Inactive Investor,Aaron Henson,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10843851,Inactive Investor,Eric Hermanson,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,ehermanson@rockco.com,,Salesforce
10856332,Inactive Investor,Mark Foley,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Boston MA 60 State St,markfoley@janney.com,,Salesforce
10846196,Inactive Investor,Stephen Martin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,stephen_martin@vanguard.com,,Salesforce
9588721,,Zeus Wang,,,muchlikered@hotmail.com,,List import
10784950,Inactive Investor,David Bastoni,,AW Securities Sarasota FL 1343 Main St,,,Salesforce
10862501,Inactive Investor,Joseph Plante,,State Farm VP Management Corp. Southington CT 142 Queen St,,,Salesforce
9585050,,Joan Solotar,"Chief Executive Officer, Senior Managing Director",Blackstone Multi-Asset Advisors L.L.C.,joan.solotar@blackstone.com,,List import
9610838,,Anna ` Reitmn,,,annareitman@freelancejourno.info,,List import
11095162,Inactive Investor,Zachary Sosaya,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces NM 691 S Telshor Blvd",zachary.sosaya@ml.com,,Salesforce
10923778,Inactive Investor,Michael Randolph,Senior Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10917804,Inactive Investor,Rebecca Hawkins,,Cetera Advisor Networks LLC Wyckoff NJ 642 Wyckoff Ave,,,Salesforce
10982972,Inactive Investor,Andrew Price,,"U.S. Bancorp Investments, Inc. Saint Louis MO 7th and Washington St",,,Salesforce
11085825,Inactive Investor,Mark Stecker,,NYLIFE Securities LLC Martins Ferry OH 42 S 4th St,mtstecker@ft.newyorklife.com,,Salesforce
9641710,,kwangsu an,,,ointlab@naver.com,,List import
10656635,,Jennifer Neighbors,,,jennifer.boothe@jpmorgan.com,,List Import
2141408,,George S,,,george@magnetcapital.com.au,,
11022348,Inactive Investor,Gregg Parker,,"Geneos Wealth Management, Inc. Whitinsville MA 174 Church St",,,Salesforce
11193928,Inactive Investor,Dora Sung,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,dora.sung@morganstanley.com,,Salesforce
10767363,Inactive Investor,Madlena Brusnikin,Director - Business Strategy;Financial Planning Specialist;Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9540725,,Dan dan@circle.com,,,dan@circle.com,,List Import
10889091,Inactive Investor,Ronald Cappuccio,,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",,,Salesforce
10938444,Inactive Investor,Jeannine Irvine,,PFS Investments Inc. Grand Blanc MI 10751 S Saginaw St,jeannine.irvine@primerica.com,,Salesforce
11140501,Inactive Investor,Joshua Stavsky,Senior Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,,,Salesforce
9592437,,John Valleau,,,jvalleau@shankervalleau.com,,List import
11202848,Inactive Investor,Larry Fitzpatrick,Managing Member,"Fitzpatrick Financial Solutions, LLC",,,Salesforce
11080604,Inactive Investor,Timothy Ledman,Financial Advisor,Edward Jones Franklin TN 1650 Murfreesboro Rd,tim.ledman@edwardjones.com,,Salesforce
11049564,Inactive Investor,Tanya Bird,Managing Director;Senior Investment Manager,ACIMA Private Wealth LLC,,,Salesforce
10962399,Inactive Investor,Kelly Clark,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
222912,,Anastasia Geradts,,[Unknown],anastasiahc3@gmail.com,,
11239052,Inactive Investor,Natalie Noel,,RIA Channel,natalie@riadatabase.com,,Salesforce
10868412,Inactive Investor,Kathy Khuu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kathy.khuu@schwab.com,,Salesforce
11068707,Inactive Investor,Robert Simon,Chief Compliance Officer;Managing Member;Partner;President,"River Capital Advisors, LC",,,Salesforce
11139282,Inactive Investor,Elaine Parrot,,"Raymond James Financial Services, Inc. Dover OH 711 N Wooster Ave",elaine.parrot@raymondjames.com,,Salesforce
10718958,,Dale Ezzell,,,daleezzell@ymail.com,,Web Form Fillout
10973862,Inactive Investor,Peter Chorba,,J.P. Morgan Securities LLC San Francisco CA 1811 19th Ave,peter.chorba@chase.com,,Salesforce
10765931,Inactive Investor,Deanna Rigby,Director;Vice President,Morgan Stanley New York NY 1585 Broadway,deanna.rigby@morganstanley.com,,Salesforce
10756539,Inactive Investor,Lawrence Murphy,Financial Advisor,"Wells Fargo Clearing Services, LLC Glastonbury CT 180 Glastonbury Blvd",lawrence.m.murphy@wellsfargoadvisors.com,,Salesforce
10950656,Inactive Investor,Marcus Howell,,"Principal Securities, Inc.",howell.marc@principal.com,,Salesforce
11085938,Inactive Investor,David Keefe,,Cetera Advisor Networks LLC Tucson AZ 3573 E Sunrise Dr,,,Salesforce
9618320,,Jose Medeiros,,,jmedeiros@stonerisecapital.com,,List import
11153790,Inactive Investor,Scott Bradford,,"MML Investors Services, LLC Roseville CA 1410 Rocky Ridge Dr",smbradford@financialguide.com,,Salesforce
11105928,Inactive Investor,Shavon Pierce,,PFS Investments Inc. Paramus NJ 240 Frisch Ct,shavonpierce@primerica.com,,Salesforce
11154680,Inactive Investor,Robert Zimmerman,Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10611435,,James Bakal,"Financial Advisor, First Vice President - Investments",,jbakal@janney.com,,List Import
9643581,,Rose Boyd,,,rosebyd1@gmail.com,,List import
9562185,,Michael Petersen,,,mpetersen@advisornet.com,,List import
11092006,Inactive Investor,Evan Levine,Chief Compliance Officer;Co-Owner;Partner,Complete Advisors,evan@completeadvisors.com,,Salesforce
10874428,Inactive Investor,Jamie Hill,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3525 Piedmont Rd NE",jamie.x.house@ampf.com,,Salesforce
9644271,,Eric Shanks,,,ericshanks14@gmail.com,,List import
10766796,Inactive Investor,Donald Baker,Financial Advisor;Vice President,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",tack.baker@rbc.com,,Salesforce
10993048,Inactive Investor,Julia Wilhelm,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,jwilhelm@primerica.com,,Salesforce
336241,,Kyce Chihi,Vice President,"Aua Private Equity Partners, Llc",kyce.chihi@auaequity.com,212-231-8600,Manual List Upload
9640236,,Ulrich Keller,,,ulrich.keller@credit-suisse.com,,List import
10852978,Inactive Investor,David Harrison,,Cetera Advisor Networks LLC Ivins UT Private Residence,harrisond@ceteranetworks.com,,Salesforce
11132332,Inactive Investor,Lindsey Quan,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11061288,Inactive Investor,Adam Khalifa,Specialist,"Citizens Securities, Inc. Madison WI Private Residence",adam.khalifa@citizensbank.com,,Salesforce
11087662,Inactive Investor,Amy Best,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",amy.m.best@bofa.com,,Salesforce
10979379,Inactive Investor,Elan Chassid,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10868266,Inactive Investor,John Carbonara,,"Osaic Wealth, Inc. Jericho NY 500 N Broadway",,,Salesforce
11105405,Inactive Investor,Grace Stinson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10935971,Inactive Investor,Ryan Clark,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Anaheim CA 3800 E la Palma Ave",ryan.clark@usbank.com,,Salesforce
10828089,Inactive Investor,Gary Saccaro,,Paulson Investment Company LLC New York NY 40 Wall St,gsaccaro@paulsoninvestment.com,,Salesforce
10795683,Inactive Investor,Steven Adams,Private Wealth Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1900 E Golf Rd",steven.j.adams@ampf.com,,Salesforce
10762617,Inactive Investor,Ronald Cross,Financial Advisor,"Wells Fargo Clearing Services, LLC Dayton OH 40 N Main St",ron.cross@wellsfargoadvisors.com,,Salesforce
11005917,Inactive Investor,Matthew Galvan,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
11169067,Inactive Investor,Matthew Bright,,"Raymond James Financial Services, Inc. Forest City NC 124 Yarboro St",matt.bright@raymondjames.com,,Salesforce
11108896,Inactive Investor,Todd Sadowski,Chief Executive Officer;Investment Advisor Representative;Regulatory Contact,"Strongtower Wealth Management, PLC",todd@strongtowerwealth.com,,Salesforce
11064261,Inactive Investor,Akiva Miller,,NYLIFE Securities LLC Brooklyn NY 4714 16th Ave,millera@ft.newyorklife.com,,Salesforce
9639368,,Junichi Tatsukawa,,,tatsukawa@takumiasset.com,,List import
11100442,Inactive Investor,Daniel Due,Partner;Regional Planning Director;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,daniel.due@corient.com,,Salesforce
2509372,,Biswajit Roy,,,biswajitroyaa@gmail.com,,
11021667,Inactive Investor,Veronica Brunetti,,J.P. Morgan Securities LLC Livonia MI 32203 Plymouth Rd,,,Salesforce
10806161,Inactive Investor,Raymond Kraus,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",raymond.kraus@wellsfargoadvisors.com,,Salesforce
9604575,,Russ Ahlers,,,russ.ahlers@lplfinancial.com,,List import
10817990,Inactive Investor,Roger Marment,Financial Advisor;Senior Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,roger.marment@morganstanley.com,,Salesforce
11238775,Inactive Investor,John Rosanova,,"Sterling Bay Capital Advisers, LLC",jrosanova@sterlingbay.com,,Salesforce
11030953,Inactive Investor,Jesse Valdez,,J.P. Morgan Securities LLC Houston TX 8401 Westheimer Rd,jesse.valdez@jpmorgan.com,,Salesforce
10881277,Inactive Investor,Frank Cifuni,Financial Professional,Money Concepts Capital Corp New City NY 497 Rte 304,fcifuni@moneyconcepts.com,,Salesforce
11151132,Inactive Investor,Claudia Marban,Private Wealth Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10261 W Lincoln Hwy",claudia.t.marban@ampf.com,,Salesforce
10776638,Inactive Investor,Kyle Coleman,Financial Advisor,"Ameriprise Financial Services, LLC Bedford TX 1608 Airport Fwy",kyle.m.coleman@ampf.com,,Salesforce
10947398,Inactive Investor,Richard McMackin,,J.P. Morgan Securities LLC Charlotte NC 13733 Conlan Cir,hunter.mcmackin@chase.com,,Salesforce
10768528,Inactive Investor,Timothy Turpin,Director;Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,timothy.turpin@ubs.com,,Salesforce
335712,,Bradley Weemhoff,,Capital Analysts,bweemhoff@beaconplanners.com,,
11233876,Inactive Investor,Daniel Waldrop,Registered Associate,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 180 Interstate SE North Pkwy W",,,Salesforce
11220821,,Laura Devito,,,laura.devito@jlem.com,,List Import
10806041,Inactive Investor,Jonathan Barkley,,LPL Financial LLC Galena IL 11400 W US Hwy 20,david.barkley@lpl.com,,Salesforce
344134,,Wesley Gaus,Managing Partner,"Carl Marks Management Company, Llc",wgaus@carlmarks.com,212-909-8400,Manual List Upload
11165799,Inactive Investor,Virginia Ferrer,Premier Banker,"Wells Fargo Clearing Services, LLC Hermosa Beach CA 1501 Pacific Coast Hwy",virginia.terzian@wellsfargoadvisors.com,,Salesforce
10835090,Inactive Investor,Lonnie Olson,Financial Advisor,Edward Jones Hobart OK 411 S Main St,lonnie.olson@edwardjones.com,,Salesforce
10781598,Inactive Investor,Benjamin Baum,Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,ben.baum@ubs.com,,Salesforce
11210250,Inactive Investor,Eric Bowser,Financial Advisor,Edward Jones Auburn IN 347 W 7th St,eric.bowser@edwardjones.com,,Salesforce
81425,,Nynyny Nysndn,,Aruba,ezramaslaton89@gmail.com,,source
11178981,Inactive Investor,Pedro Quezada,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",pedro.quezada@tdameritrade.com,,Salesforce
11145132,Inactive Investor,Lynette Hewitt,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
10991888,Inactive Investor,Colin Kleck,,PFS Investments Inc. Aurora CO 6105 S Main St,ckleck@primerica.com,,Salesforce
11090380,Inactive Investor,Michael Hensley,Advisor;Managing Partner,"Guardian Wealth Advisors, LLC",mhensley@guardian-wa.com,,Salesforce
10930828,Inactive Investor,Kevin Ryan,,"APW Capital, Inc. Pennington NJ Private Residence",,,Salesforce
9590905,,Adam Polakov,,,adampolakov@gmail.com,,List import
11074064,Inactive Investor,James Lopez,Associate,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
11144706,Inactive Investor,Mason Heyde,Chief Operating Officer;Regulatory Contact,Archer Investment Corporation,,,Salesforce
10646167,,Shane Gelinas,,,shane.gelinas@empower-retirement.com,,List Import
11185586,Inactive Investor,Cameron Gartley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9634492,,Shawn Jordan,,,sjordan@nonantumcapital.com,,List import
11068319,Inactive Investor,Hans Vermes,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",hans-klaus.vermes@equitable.com,,Salesforce
11072236,Inactive Investor,Chris Reedy,Managing Director,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11263456,,[Unknown],,,sarkin@arkincpas.com,,Web Form Fillout
11006777,Inactive Investor,Jaxon Malaby,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jaxon.malaby@equitable.com,,Salesforce
11184176,Inactive Investor,Samuel Conde,Branch Manager,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",sam.conde@rbc.com,,Salesforce
334692,,Daniel Lipson,Partner,"Rotunda Capital Partners, Llc",dl@rotundacapital.com,240-482-0612,Manual List Upload
9613513,,Mark Passa,,,mpassac@gmail.com,,List import
11096683,Inactive Investor,Ryan Marshall,,Cetera Advisor Networks LLC Wyckoff NJ 642 Wyckoff Ave,marshallr@ceteranetworks.com,,Salesforce
11151433,Inactive Investor,Lottie Giese,,"Osaic Wealth, Inc. Sturgeon Bay WI 253 N 1st Ave",,,Salesforce
9608491,,Timothy Hamel,,,thamel@trendcaplp.com,,List import
10885608,Inactive Investor,Stephen Stech,,Cetera Advisor Networks LLC Garden City ID 6663 N Glenwood St,,,Salesforce
9551719,,Peter Johnson,,,peter@jumpcap.com,,List import
11162586,Inactive Investor,Patricia Himelick,,Cetera Advisor Networks LLC Austin TX 7200 N Mo Pac Expy,,,Salesforce
11116929,Inactive Investor,William Freeman,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Gladstone OR Private Residence",bill.freeman@mutualofomaha.com,,Salesforce
11027345,Inactive Investor,Alexis Pompeo,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",alexis.pompeo@rbc.com,,Salesforce
9552117,,Brad Walker,,,brad@sachemhead.com,,List import
10781540,Inactive Investor,Jia He,Business Development Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,jia.he@morganstanley.com,,Salesforce
9630689,,Eugene McGuire,,,gene_mcguirejr@ml.com,,List import
10806606,Inactive Investor,Jason Jaynes,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",jason.jaynes@wellsfargoadvisors.com,,Salesforce
11053111,Inactive Investor,Logan Jones,,J.P. Morgan Securities LLC Salt Lake City UT 201 S Main St,logan.jones@jpmorgan.com,,Salesforce
197638,,Steven Bocker,,[Unknown],steven.bocker1@gmail.com,,
10814283,Inactive Investor,Timothy Treacy,Vice President,Wintrust Investments LLC,ttreacy@wintrustwealth.com,,Salesforce
228676,, -,,[[Unknown]],deborahjonesmaher@gmail.com,,Organic Search
11163923,Inactive Investor,Charles Igwilo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10805440,Inactive Investor,Paulo Manisck,Financial Advisor,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,paulo.manisck@ubs.com,,Salesforce
11197202,Inactive Investor,Isolde Bell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
227547,, -,,[Unknown],sjones@sitesolutionsla.com,,
11099648,Inactive Investor,Michael Miles,Managing Member;Owner,"Variplan, LLC Vienna VA 8000 Towers Crescent Dr",mmiles@variplan.com,,Salesforce
10869953,Inactive Investor,Jack Ly,Private Client Banker,J.P. Morgan Securities LLC Renton WA 17314 140th Ave SE,jly@jpmorgan.com,,Salesforce
11102935,Inactive Investor,Osvaldo Gallardo,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,ogallardo@primerica.com,,Salesforce
9595744,,Justin Hayes,,,jhayes@financialengines.com,,List import
368058,,Kevin Robertson,Other,,kevin.robertson@fmr.com,,Webinar
10867882,Inactive Investor,Melissa Trask,Senior Brokerage Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",melissa.trask@tiaa.org,,Salesforce
3709088,,Malik Merchant,,,merchntm@gmail.com,,Web Form Fillout
9544846,,James Smith,,,jrsmith@unitedplanners.com,,List import
10802232,Inactive Investor,Thomas Greene,Financial Advisor,"Ameriprise Financial Services, LLC Spokane WA 140 S Arthur St",thomas.l.greene@ampf.com,,Salesforce
234246,, -,,[[Unknown]],zmego35@msn.com,,
9621633,,judy Soong,,,judy23sf@gmail.com,,List import
407,,,,,tomsmith@2fiftyok.com,,
9625624,,Felix Khaychuk,,,fkhaychuk@hotmail.com,,List import
11179463,Inactive Investor,Brett Benson,Private Wealth Advisor,Morgan Stanley Tampa FL 100 N Tampa St,brett.benson@morganstanley.com,,Salesforce
10977535,Inactive Investor,Carrie Newell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10659854,,Richard Horak,,,richard.horak@morganstanley.com,,List Import
10909260,Inactive Investor,Mauricio Del Bosque,,Citigroup Global Markets Inc.,,,Salesforce
10794348,Inactive Investor,John Devine,President;Regulatory Contact,"Northeast Advisers, Inc.",,,Salesforce
11127511,Inactive Investor,Donald Kennedy,,"Osaic Wealth, Inc. Thousand Oaks CA 100 E Thousand Oaks Blvd",djkennedy@royalaa.com,,Salesforce
9563582,,Robert Ward,,,robertjohnward@gmail.com,,List import
10850440,Inactive Investor,Jeffrey Anthony,,Cetera Advisors LLC Tempe AZ 950 W Elliot Rd,,,Salesforce
11189661,Inactive Investor,Maria Kell,,"Northwestern Mutual Investment Services, LLC Richardson TX 2920 Telecom Pkwy",maria.kell@nm.com,,Salesforce
10644264,,Brendan Krahl,,,brendan.krahl@lpl.com,,List Import
11179184,Inactive Investor,Christopher Sullivan,,Cetera Advisors LLC Spokane WA 420 N Evergreen Rd,christopher.sullivan@ceteraadvisors.com,,Salesforce
10777584,Inactive Investor,Dennis Schwary,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,dennis.schwary@morganstanley.com,,Salesforce
10987984,Inactive Investor,Jeremiah Boyle,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",jeremiah.boyle@empower.com,,Salesforce
3702162,,isshwa isshwa,,,isshwa@naver.com,,Web Form Fillout
11121897,Inactive Investor,Barbara Delponte,,LPL Financial LLC Cranston RI 63 Sockanosset Cross Rd,barbara.delponte@lpl.com,,Salesforce
218173,,Kevin Strikwerda,,[Unknown],strik78@gmail.com,,Direct
11075035,Inactive Investor,Sandra Lassberg,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",s_lassberg@ml.com,,Salesforce
10935934,Inactive Investor,Daren Friedle,Financial Advisor,LPL Financial LLC Templeton CA 294 S Main St,daren.friedle@lpl.com,,Salesforce
9547021,,Karolis Dackevicius,,,karolis@cryptoradar.co,,List import
10868795,Inactive Investor,Timothy Shaner,Managing Member,"Capital Consultants, LLC",tshaner@capitalconsultants.org,,Salesforce
9619796,,Mac Mcluskey,,,jdm3131@hotmail.com,,List import
10937806,Inactive Investor,Renee Delgado,,PFS Investments Inc. Dublin CA 6377 Clark Ave,renee.delgado@primerica.com,,Salesforce
10885091,Inactive Investor,Jeanine Lee,,Goldman Sachs & Co.,jeanine.lee@gs.com,,Salesforce
11015818,Inactive Investor,Michael Hampton,Financial Advisor,Edward Jones Martin TN 403 Lindell St,todd.hampton@edwardjones.com,,Salesforce
10998002,Inactive Investor,Ryan Roy,,"Raymond James Financial Services, Inc. Saint Petersburg FL 700 Central Ave",ryan.roy@raymondjames.com,,Salesforce
9590241,,Alex Woodard,,,alex@ar.ca,,List import
11057036,Inactive Investor,Alex Kastrinakis,Financial Advisor,LPL Financial LLC Pittsfield MA 279 Dalton Ave,alex.kastrinakis@lpl.com,,Salesforce
11049749,Inactive Investor,Jason Dalen,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",jason.dalen@rbc.com,,Salesforce
10977514,Inactive Investor,Esai Nunez,,J.P. Morgan Securities LLC La Grange IL 14 S La Grange Rd,esai.nunez@chase.com,,Salesforce
10812470,Inactive Investor,Anthony Gardner,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",anthony.gardner@wellsfargoadvisors.com,,Salesforce
10941696,Inactive Investor,Eloise Square,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,esquare@primerica.com,,Salesforce
10808266,Inactive Investor,Richard Marks,Director - Tax Services;Partner;Secretary;Treasurer,Capstone Financial Advisors Inc,rich.marks@capstone-advisors.com,,Salesforce
239254,,Matthew Glaspie,,[Unknown],mathewkglaspie@aol.com,,Direct
10964830,Inactive Investor,Ryan Henderson,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
11021426,Inactive Investor,Brooks Elder,,FAS Corp.,elderb@faskc.com,,Salesforce
9543164,,Mark Sensenig,,,mark_sensenig@merck.com,,List import
9633678,,Larry Judd,,,lejmbz@yahoo.com,,List import
11074375,Inactive Investor,Christina Decharles,Chief Operating Officer;Co-Founder;Operations Officer;Partner,"Pinnacle Asset Management Group, Corporation",,,Salesforce
11088617,Inactive Investor,Benjamin Brathovde,Associate,Thrivent Investment Management Inc. Eugene OR 1800 Valley River Dr,benjamin.brathovde@thrivent.com,,Salesforce
11014861,Inactive Investor,David Auvil,Financial Advisor,"MML Investors Services, LLC Orlando FL 1715 Oakmont Ln",,,Salesforce
332528,,Bruce Eistedt,,[Unknown],brucerfd@bellsouth.net,,source
10839893,Inactive Investor,Justin Holtz,Wealth Management Advisor,LPL Financial LLC McLean VA 6731 Whittier Ave,justin.holtz@lpl.com,,Salesforce
10806365,Inactive Investor,Michael King,Financial Advisor,Edward Jones Montrose CO 1425 Hawk Pkwy,michael.king@edwardjones.com,,Salesforce
9561883,,Sebastian Ashton,,,sebastian.ashton@mg.erthtrading.com,,List import
10869076,Inactive Investor,David Burke,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10764942,Inactive Investor,Brandi Reynolds,Financial Advisor,"Wells Fargo Clearing Services, LLC Alvarado TX 611 N Parkway Dr",brandi.m.reynolds@wellsfargo.com,,Salesforce
11050043,Inactive Investor,Eric Simons,Financial Planner;Member;Personal Business Manager,Simons Financial Network,eric@simonsfinancialnetwork.com,,Salesforce
10950039,Inactive Investor,Matthew Kasa,,"Osaic Wealth, Inc. Costa Mesa CA 3070 Bristol St",mkasa@osaicwealth.com,,Salesforce
10844266,Inactive Investor,Stephanie Conti,,Goldman Sachs & Co.,stephanie.conti@gs.com,,Salesforce
9630267,,Yousef ABABTAIN,,,yousef@himmah.com,,List import
11017540,Inactive Investor,Ruth Gaston,,PFS Investments Inc. Indianapolis IN 2611 Waterfront Pkwy East Dr,ruthkgaston@primerica.com,,Salesforce
10658831,,Sean Tooley,,,sean.tooley@primerica.com,,List Import
10792680,Inactive Investor,David Allegretto,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ocean City NJ 800 Asbury Ave",daveallegretto@wfafinet.com,,Salesforce
10761203,Inactive Investor,Rudolph Saint Cyr,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",rudolph.saintcyr@schwab.com,,Salesforce
10842776,Inactive Investor,Lewis Baker,Chief Compliance Officer;Managing Member;President;Principal,Rock Creek Wealth Planners and Advisors LLC,lbaker@rockcreekwealth.com,,Salesforce
9608394,,Michael Holder,,,mikeholder811@gmail.com,,List import
9631913,,Frances Hill,,,edgehill5941@yahoo.com,,List import
10392951,,Michael Rodriguez,,,michael_rsc@yahoo.com,,Web Form Fillout
10798567,Inactive Investor,David Richman,Branch Manager,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",david.richman@raymondjames.com,,Salesforce
11041563,Inactive Investor,Arshia Zarei,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Pittsford NY 31 State St,arshia.zarei@jpmorgan.com,,Salesforce
11098595,Inactive Investor,Alexander Basco,,PFS Investments Inc. Fort Washington MD 9400 Livingston Rd,abasco@primerica.com,,Salesforce
2798638,,İlhan Kılcan,,,ilhan05samsun@gmail.com,,
10983794,Inactive Investor,Sandra Stowe,,"Cambridge Investment Research, Inc. Cary NC 2601 Weston Pkwy",,,Salesforce
11125536,Inactive Investor,John O'Neill,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",john_oneill@ml.com,,Salesforce
11260163,Inactive Investor,Zachary Targoff,,Goldman Sachs & Co.,,,Salesforce
10984835,Inactive Investor,Alexandra Tellez,,J.P. Morgan Securities LLC Goodyear AZ 9846 S Estrella Pkwy,alexandra.tellez@jpmorgan.com,,Salesforce
371994,,Kurtis Waters,,United States,kwaters@kurtiswatersmd.com,,Salesforce
11100897,Inactive Investor,Peter Blanchard,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Norwell MA 141 Longwater Dr,peter.blanchard@morganstanley.com,,Salesforce
11128590,Inactive Investor,Tracy King,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",tracy_king@ml.com,,Salesforce
11167160,Inactive Investor,Paul Scott,,Cetera Advisor Networks LLC Fredericksburg VA 2115 Lafayette Blvd,paul.scott@ceterawealth.com,,Salesforce
11234832,Inactive Investor,Michael Heiser,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Reading PA 1210 Broadcasting Rd",mheiser@buckinghamgroup.com,,Salesforce
11178362,Inactive Investor,Samson Maxbauer,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,sam.maxbauer@lpl.com,,Salesforce
10953350,Inactive Investor,Khalid Kanhai,,J.P. Morgan Securities LLC New York NY 28 Liberty St,khalid.kanhai@jpmorgan.com,,Salesforce
10972074,Inactive Investor,Matthew Klenke,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
11072008,Inactive Investor,Gilbert Comeau,,LPL Financial LLC Orlando FL 947 N Mills Ave,gil.comeau@lpl.com,,Salesforce
10765922,Inactive Investor,Martha Greenberg,Senior Wealth Strategy Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,martha.greenberg@ubs.com,,Salesforce
11128654,Inactive Investor,Hayley Butler,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10619614,,Andrew Atseff,,,andrew.atseff@sentinus.com,,List Import
225567,, -,,[[Unknown]],jsantos@friedmanllp.com,,Initial Salesforce Import
231060,, -,,[[Unknown]],lokicory@icloud.com,,Event
10790889,Inactive Investor,Michael Augustine,Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Bozeman MT 1101 E Main St,maugustine@dadco.com,,Salesforce
339227,,James Morris,Chief Operating Officer,The Lloyd Group,james@thelloydgroupinc.com,770-932-0387,Manual List Upload
11093132,Inactive Investor,Stacey Johnson,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Denver CO 205 Detroit St,stacey.johnson@ubs.com,,Salesforce
11072549,Inactive Investor,Landon Freeman,Financial Advisor,"Ameriprise Financial Services, LLC Frisco TX 7460 Warren Pkwy",landon.freeman@ampf.com,,Salesforce
225064,,TR BRAZIL,,[Unknown],trwbrazil@icloud.com,,Direct
10971578,Inactive Investor,Taylor Swan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11045842,Inactive Investor,William Sharpe,,"Woodmen Financial Services, Inc. Corsicana TX 200 Oaklawn Ave",423220@woodmen.org,,Salesforce
11049468,Inactive Investor,Lynn Schriber,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,lynn.schriber@morganstanley.com,,Salesforce
10903608,Inactive Investor,Marc Linsky,,"Centaurus Financial, Inc. Palm Beach Gardens FL 7108 Fairway Dr",,,Salesforce
9593225,,Chin Pang Yue,,,cpyue123@gmail.com,,List import
10765377,Inactive Investor,Ella Apalisok,Team Administrator,UBS Financial Services Inc. Seattle WA 925 4th Ave,ella.apalisok@ubs.com,,Salesforce
10963747,Inactive Investor,Jacob Fidler,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
11002529,Inactive Investor,Matthew Krause,,"Mason Securities, Inc.",mkrause@masoncompanies.com,,Salesforce
11040234,Inactive Investor,Eugene Sanders,Chief Compliance Officer;Managing Principal;Principal,"Carolina Qualified Retirement Plan Advisers, LLC",sandy.sanders@carolinacorporateplans.com,,Salesforce
9593827,,Linwood Clark,,,lennyclark0357@gmail.com,,List import
1001637,Inactive Investor,Jacob Barton,Investment Advisor,Promus Holdings,jbarton@promuscapital.com, +1 312 784 3983,
10883257,Inactive Investor,Mark Ullmann,,"Allstate Financial Services, LLC Trenton NJ 891 Pkwy Ave",mullmann@allstate.com,,Salesforce
10912766,Inactive Investor,Daniel Ballou,Managing Advisor;Senior Financial Advisor,"Connecticut Wealth Management, LLC",dballou@ctwealthmgmt.com,,Salesforce
9624730,,Charles Horstman,,,horstman_chuck@yahoo.com,,List import
11134186,Inactive Investor,Lyndon Grey,Financial Advisor,"Western International Securities, Inc. Woodland Hills CA 5900 Canoga Ave",lgrey@wisdirect.com,,Salesforce
9598470,,Janet Friedman,,,jfriedman@carsoninstitutional.com,,List import
11003389,Inactive Investor,Joseph Zangri,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joseph_zangri@vanguard.com,,Salesforce
11024749,Inactive Investor,Matthew Tosh,Private Wealth Advisor,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",matthew.f.tosh@ampf.com,,Salesforce
11144477,Inactive Investor,Barbara Klepper,Chief Compliance Officer,"TSP Capital Management Group, LLC",bklepper@tspcapitalmgt.com,,Salesforce
11069582,Inactive Investor,Jalen Jackson,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",jalen.jackson@nm.com,,Salesforce
9645634,,Geoff Grzywinski,,,geoff.grzywinski@gmail.com,,List import
10922139,Inactive Investor,Emina Mustabasic,,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",emina.mustabasic@nm.com,,Salesforce
11082011,Inactive Investor,Brian Franford,,"Ameritas Investment Company, LLC Norwell MA 101 Longwater Cir",brian.franford@ameritas.com,,Salesforce
1001860,Inactive Investor,Emily Sumner,Senior Investment Manager,Gilder Office for Growth,emily@gilder4growth.com, +1 919 414 6867,
10535754,,Yuchen Zhang,,,davidyuchen.zhang@gmail.com,,Web Form Fillout
347458,,Timothy Burdick,Managing Director,"Marquette Associates, Inc.",tburdick@marquetteassociates.com,610-719-0300,Manual List Upload
11001384,Inactive Investor,Kendyl Roundtree,Financial Planner,"Equitable Advisors, LLC Thousand Oaks CA 4035 E Thousand Oaks Blvd",kendyl.roundtree@equitable.com,,Salesforce
11217870,,Mariana Pivatelli,,,mariana.pivatelli@jpmorgan.com,,List Import
9593080,,IMAD OTHMAN,,,ima.othm@hotmail.com,,List import
10847972,Inactive Investor,Kennedy Chua,Financial Advisor;Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,kennedy.chua@morganstanley.com,,Salesforce
10784856,Inactive Investor,Michelle Bartel,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",michelle.bartel@schwab.com,,Salesforce
10997663,Inactive Investor,David Wise,Financial Advisor,"Hilltop Wealth Advisors, LLC",david@hilltopwa.com,,Salesforce
9595899,,Eduard Alimskiy,,,kvant-mag@yandex.ru,,List import
11006755,Inactive Investor,Hunter Anderson,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",hunter.anderson@equitable.com,,Salesforce
346440,,Ryan Halliday,Managing Partner,Crewe Advisors,ryan@creweadvisors.com,385-355-2700,Manual List Upload
11076403,Inactive Investor,John Carrigg,,"MML Investors Services, LLC Dorchester Center MA 1133 Washington St",jcarrigg@financialguide.com,,Salesforce
10947234,Inactive Investor,Alinda Jeffers,,Country Capital Management Company Steeleville IL 602 N Sparta St,alinda.ingles@countryfinancial.com,,Salesforce
10976767,Inactive Investor,Michael Schultz,,Jefferies LLC,,,Salesforce
10997915,Inactive Investor,James Beale,Financial Advisor,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",james.beale@prudential.com,,Salesforce
10813904,Inactive Investor,William Rice,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pompano Beach FL 6650 N State Road 7",william.h.rice@ml.com,,Salesforce
206487,,Simon Peters,,[Unknown],simonpeters1986@gmail.com,,Organic Search
10909700,Inactive Investor,Daniel Sharon,,Citigroup Global Markets Inc.,,,Salesforce
10889143,Inactive Investor,Jesse Cole,Associate Director,Global View Capital Management LLC Veradale WA 15413 E Valleyway Ave,,,Salesforce
11002738,Inactive Investor,Alfredo Martinez-Amador,,PFS Investments Inc. Rohnert Park CA 5350 Commerce Blvd,amartinez.93bbl@primerica.com,,Salesforce
9577647,,Danna Krayem,,,dannakrayem@hotmail.com,,List import
11033268,Inactive Investor,James Rector,,PFS Investments Inc. Murfreesboro TN 2615 Medical Center Pkwy,james.rector@primerica.com,,Salesforce
9612661,,Dunchaile Alford,,,daaechols74@yahoo.com,,List import
11262441,Inactive Investor,Gregory Neer,Partner,"Relative Value Partners, LLC",gneer@kovitz.com,1-847-513-6300,Database Upload
10875757,Inactive Investor,Michelle Wood,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11139180,Inactive Investor,Magdalena Szymborski,,J.P. Morgan Securities LLC Worcester MA 81 Gold Star Blvd,magdalena.logan@chase.com,,Salesforce
11132425,Inactive Investor,Emily Oppenheimer,,Goldman Sachs & Co.,,,Salesforce
11011784,Inactive Investor,Raymond Navarro,,Antigravity Investments Dallas TX 603 Munger Ave,raymond@antigravityinvestments.com,,Salesforce
11090963,Inactive Investor,David Maldonado,Senior Wealth Strategist;Senior Wealth Strategy Associate;Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,david.maldonadojr@ubs.com,,Salesforce
11096548,Inactive Investor,Joel Ransford,Financial Planner;Partner;Senior Advisor,"Planned Solutions, Inc.",joel@plannedsolutions.com,,Salesforce
9544856,,Jessica Baugh,,,jess.baugh@voya.com,,List import
10792270,Inactive Investor,Douglas Leonzi,,"Truist Investment Services, Inc. Allentown PA 645 Hamilton St",doug.leonzi@truist.com,,Salesforce
10859283,Inactive Investor,Natalie Barnett,,"Fifth Third Securities, Inc. Lucasville OH 10551 US Rte 23 N",natalie.barnett@53.com,,Salesforce
10862909,Inactive Investor,Michael Brumfield,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,michael.brumfield@primerica.com,,Salesforce
11073566,Inactive Investor,Andrew Young,,Key Investment Services LLC Feeding Hills MA 5 N Westfield St,andrew.young@key.com,,Salesforce
10939525,Inactive Investor,David Nieset,,LPL Financial LLC South Bend IN 1432 Lincoln Way E,dave.nieset@lpl.com,,Salesforce
242965,,Shannon Walker,Senior Regional Consultant,State Street Global Advisors,bryonwalker@gmail.com,,Manual List Upload
10945284,Inactive Investor,Eric Murray,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
11125272,Inactive Investor,Ryan Kohout,,"W&S Brokerage Services, Inc. Findlay OH 1000 E Main Cross St",,,Salesforce
11188985,Inactive Investor,Peter Singler,,"Osaic Wealth, Inc. Troy MI 850 Stephenson Hwy",,,Salesforce
11159810,Inactive Investor,Marcos Stewart,Regional Vice President,PFS Investments Inc. Clearwater FL 301 S Missouri Ave,marcos.stewart@primerica.com,,Salesforce
10802414,Inactive Investor,Joseph Conway,,Commonwealth Financial Network Anaheim CA 180 N Riverview Dr,jconway@commonwealth.com,,Salesforce
10865764,Inactive Investor,Becky Meierhofer,,State Farm VP Management Corp. Osseo MN 530 Central Ave,,,Salesforce
9568680,,Rafique Patel,,,rafique@bondadams.com,,List import
11050383,Inactive Investor,Elizabeth Pleck,Principal,"Financial Strategies, LLC",,,Salesforce
10616989,,Canary Chia,,,canary.chia@ml.com,,List Import
10880403,Inactive Investor,Catherine Crossley,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vacaville CA 633 Elmira Rd",catherine.crossley2@ml.com,,Salesforce
9597551,,Ross Loomis,,,rloomis@evermaywealth.com,,List import
11140848,Inactive Investor,Alana Watkins,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,,,Salesforce
9599498,,Juli Bambaci,,,jbambaci@gmail.com,,List import
11137553,Inactive Investor,Douglas Irish,Financial Advisor,LPL Financial LLC Portland OR 700 NE Multnomah St,douglas.irish@lpl.com,,Salesforce
11178811,Inactive Investor,Clare Mcniel,Financial Advisor,Edward Jones Leander TX 6400 Lohmans Ford Rd,clare.mcniel@edwardjones.com,,Salesforce
333366,,David Lynch,,Cambridge Trust,david.lynch@cambridgetrust.com,,Manual List Upload
9556018,,Richard Stebbins,,,rstebbins60@yahoo.com,,List import
11237295,Inactive Investor,Matt Eastman,,"Baker Street Advisors, LLC San Francisco CA 455 Market St",,,Salesforce
10815116,Inactive Investor,Angelita Kamholz,,"Wells Fargo Clearing Services, LLC Hayward CA 950 Southland Dr",angelita.kamholz@wellsfargoadvisors.com,,Salesforce
11035463,Inactive Investor,Seema Shrivastav,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Fremont CA 39395 Paseo Padre Pkwy,seema.shrivastav@jpmorgan.com,,Salesforce
9613167,,Blake Graves,,,blake.graves@milliman.com,,List import
216930,,Dan Nordeen,,[Unknown],dann@financialcouncil.com,,Event
11008587,Inactive Investor,Alexander Robenolt,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,aerobenolt@ft.newyorklife.com,,Salesforce
10933883,Inactive Investor,Jill Smith,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
10890521,Inactive Investor,Jiaoling Cai,,J.P. Morgan Securities LLC Arcadia CA 700 W Huntington Dr,jiaoling.cai@jpmorgan.com,,Salesforce
9599680,,Nate Collier,,,nate.collier@gladstonecompanies.com,,List import
11014520,Inactive Investor,Barry Butler,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,bbutler@primerica.com,,Salesforce
11233186,Inactive Investor,Sean Fischer,Banker;Vice President,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
11152103,Inactive Investor,Anthony Bradley,,HSBC Securities (USA) Inc.,anthony.bradley@us.hsbc.com,,Salesforce
9551597,,Michal Herzyk,,,herzyk.m@gmail.com,,List import
9334,,Troy Lindsey,,[[Unknown]],rideacrossthesun@gmail.com,,Direct
9611514,,Rohan Parikh,,,parikh.rohan.m@gmail.com,,List import
11105974,Inactive Investor,Edward Brown,Director;Executive Vice President,Davenport & Company LLC,tbrown@investdavenport.com,,Salesforce
10996422,Inactive Investor,Victoria Saetang,,J.P. Morgan Securities LLC Henrico VA 8727 Staples Mill Rd,victoria.saetang@jpmorgan.com,,Salesforce
10802933,Inactive Investor,Wayne Chou,Complex Risk Officer,Morgan Stanley Pasadena CA 55 S Lake Ave,wayne.chou@morganstanley.com,,Salesforce
10813005,Inactive Investor,Edward Signaigo,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",edward.signaigo@wellsfargoadvisors.com,,Salesforce
9609938,,Pablo Visentin,,,pablovis70@hotmail.com,,List import
10989204,Inactive Investor,Lu Zhang,,"RBC Capital Markets, LLC",,,Salesforce
186725,,STERGIOS KAPERONIS,,[Unknown],kapejunior78.67@gmail.com,,source
11120477,Inactive Investor,Erick Estrada,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,erick.estrada@primerica.com,,Salesforce
10870260,Inactive Investor,Richard Taylor,Owner,Taylor Investment Advisory,,,Salesforce
11182184,Inactive Investor,Felix Ling,Wealth Strategy Associate,UBS Financial Services Inc. Brea CA 135 S State College Blvd,felix.ling@ubs.com,,Salesforce
11036496,Inactive Investor,Timothy Duggan,,"Bankers Life Securities, Inc. Waterloo IA 1850 W Ridgeway Ave",timothy.duggan@bankerslife.com,,Salesforce
9611179,,Richard Miller,,,buystklow@gmail.com,,List import
11014703,Inactive Investor,Stacey Dockstader,,J.P. Morgan Securities LLC Prudenville MI 898 W Houghton Lake Dr,stacey.dockstader@jpmorgan.com,,Salesforce
10612227,,Marguerite Kircher,"Financial Advisor, Senior Vice President - Investments",,mkircher@janney.com,,List Import
11114374,Inactive Investor,Jaime Clark,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland ME 1 Monument Sq",jaime.clark@ml.com,,Salesforce
11100336,Inactive Investor,Dagmarie Quinones,Client Service Associate,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
9611895,,josh yuan,,,josh.yuan@qq.com,,List import
10959561,Inactive Investor,Steven Dennis,,NYLIFE Securities LLC Saint James NY Private Residence,sdennis02@ft.newyorklife.com,,Salesforce
9540359,,Derek Irwin,,,dirwin@jrivercapital.com,,List Import
371854,,Mj J,,United States,investin48@gmail.com,,Salesforce
10933255,Inactive Investor,Dana Desocio,,PFS Investments Inc. Carnegie PA 102 Broadway St,dana.desocio@primerica.com,,Salesforce
10765052,Inactive Investor,John Whalen,Financial Advisor;Vice President,"RBC Capital Markets, LLC Madison WI 10 E Doty St",john.whalen@rbc.com,,Salesforce
10961763,Inactive Investor,Jacob Reis,,PFS Investments Inc. Urbandale IA 3220 100th St,jacobthomasreis@primerica.com,,Salesforce
11047562,Inactive Investor,Richard Luedtke,Private Wealth Advisor,"Ameriprise Financial Services, LLC Toledo OH 6011 Renaissance Pl",richard.d.luedtke@ampf.com,,Salesforce
9646419,,Ivan Ruiz,,,iruiz@primeaccesscorp.com,,List import
11169759,Inactive Investor,Ricardo Aguilera,Financial Advisor,Edward Jones Folsom CA 950 Glenn Dr,ricardo.aguilera@edwardjones.com,,Salesforce
11018099,Inactive Investor,Tanner Dixon,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",tanner.j.dixon@nm.com,,Salesforce
231944,,ALAN -,,[Unknown],apcolorado@msn.com,,Advertising
9627798,,Timothy Fowler,,,fowlertim93@gmail.com,,List import
10815281,Inactive Investor,Benjamin Bryce,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",ben_bryce@ml.com,,Salesforce
9564199,,Dan Rohlfing,,,dan.rohlfing@lantzteam.com,,List import
11169050,Inactive Investor,James Verzino,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",james.verzino@nm.com,,Salesforce
9591349,,Dan Keswick,,,dankeswick@me.com,,List import
224881,,Flex Yang,,Babel Finance,flex@babel.finance,,Paid Search
11204795,Inactive Investor,William Black,,LPL Financial LLC Aurora CO Private Residence,,,Salesforce
10790559,Inactive Investor,Gary Davis,Branch Manager;Senior Vice President,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",gary.davis@raymondjames.com,,Salesforce
10909325,Inactive Investor,Kyle Grossart,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Roseville CA 1420 Rocky Ridge Dr",,,Salesforce
10761285,Inactive Investor,Dean Billman,Financial Advisor;Senior Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,dean.billman@morganstanley.com,,Salesforce
10991840,Inactive Investor,Barbara Coleman,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,barbara.coleman@primerica.com,,Salesforce
9557278,,Ryan Mcenerney,,,ryan.mcenerney@voya.com,,List import
10614863,,Gerald Chasin,"Financial Advisor, Institutional Consulting Director, Managing Director",,gerald.chasin@msgraystone.com,,List Import
10978519,Inactive Investor,Joseph Lyons,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",,,Salesforce
9587580,,Timothy Christensen,,,timc@squire.com,,List import
246311,,Not Provided,Director,RBC,alison.barnard@rbc.com,,Manual List Upload
11014052,Inactive Investor,Joshua Aiwerioghene,,Citigroup Global Markets Inc.,,,Salesforce
231264,,jesus alaniz -,,jesus alaniz [[Unknown]],jesse_60031@yahoo.com,,Direct
10926176,Inactive Investor,Randell Cain,Chief Executive Officer;Chief Investment Officer;Founder,"Kerusso Capital Management, LLC",rcain@kerussocapital.com,,Salesforce
10489501,,Jeff Eastburn,"Senior Financial Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jeff.eastburn@ml.com,940-297-6962,List Import
10899710,Inactive Investor,Joseph Banach,Financial Advisor,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
9599274,,Aleksa Mavrak,,,alfa77qwx@tutanota.com,,List import
10772232,Inactive Investor,William Romeo,,"RNR Securities, L.L.C.",bill@rnrsecurities.com,,Salesforce
10822980,Inactive Investor,Mary Tayloe,,"Raymond James Financial Services, Inc. Sullivan MO 170 S Service Rd E",mary.tayloe@raymondjames.com,,Salesforce
10976213,Inactive Investor,Trevor Newcomer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11079789,Inactive Investor,George Budz,Client Advisor,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,george.budz@jpmorgan.com,,Salesforce
9546007,,Karen Walker,,,kwalker@massmutual.com,,List import
10850365,Inactive Investor,Aurelio Breceda,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11059481,Inactive Investor,Derrick Hughes,,PFS Investments Inc. Memphis TN 2500 Mount Moriah Rd,derrick.hughes@primerica.com,,Salesforce
10855393,Inactive Investor,Sharon Allen,Chief Compliance Officer;Chief Executive Officer;Co-Founder,"Sterling Wealth Management, Inc.",sharon@sterlingwealthmanagement.com,,Salesforce
9552410,,Novid Rassouli,,,nrassouli@jadecapital.net,,List import
10696428,,Mark Hollick,,Payden&Rygel,mhollick@payden.com,,List Import
195868,,Devinda Dissanayake,,[Unknown],devinda_dissanayake@outlook.com,,source
9640926,,J. Alan Lenahan,,,alenahan@feg.com,,List import
11254793,Inactive Investor,Vicky Chen,,Evercore Group L.L.C.,,,Salesforce
11020787,Inactive Investor,Jeffrey McNurlan,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",jeffrey.mcnurlan@prudential.com,,Salesforce
10886966,Inactive Investor,Michael Fisher,,"Osaic Wealth, Inc. Cumberland MD 333 Fisher Dr",mjfisher@osaicwealth.com,,Salesforce
11029033,Inactive Investor,Donna Melega,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,dmelega@ft.newyorklife.com,,Salesforce
10647439,,Donald Delande,,,donald.delande@tiaa.org,,List Import
9593515,,Stephen Goddard,,,sgoddard@tlcadvisory.com,,List import
11099086,Inactive Investor,Kraig Pendleton,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,kraig.pendleton@morganstanley.com,,Salesforce
9604690,,Charles Weyant,,,chuckrocksac@gmail.com,,List import
10885395,Inactive Investor,Javier Garcia,Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
11005050,Inactive Investor,Abraham Capote,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",abraham.capote@ml.com,,Salesforce
11140690,Inactive Investor,Matthew Lanigan,,Citigroup Global Markets Inc.,,,Salesforce
10949859,Inactive Investor,Analiese Lauro,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11110507,Inactive Investor,Edward Wentz,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10857045,Inactive Investor,David Chung,Managing Partner;Regulatory Contact,"Logic Wealth Management, LLC",davidchung@logicwm.com,,Salesforce
11094455,Inactive Investor,Tobin Pyle,Associate Financial Advisor,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",tobin.pyle@rbc.com,,Salesforce
10993925,Inactive Investor,Cesar Polanco Regalado,,"Wells Fargo Clearing Services, LLC Wesley Chapel FL 1911 Bruce B Downs Blvd",,,Salesforce
7120348,,Md Liakot Ali,,,liakothali2@gmail.com,,Web form fillout
10657550,,Caroline Marrero,,,cmarrero@wintrustwealth.com,,List Import
11174614,Inactive Investor,Darren Speidel,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",darren.e.speidel@ampf.com,,Salesforce
10838893,Inactive Investor,Brian Macdonald,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",brian.c.macdonald@ampf.com,,Salesforce
157094,,Sorry Fake,,[Unknown],sorryfake@gmail.com,,Organic Search
10824616,Inactive Investor,Geoffry Penn,Managing Director;Principal,North Star Asset Management Inc,,,Salesforce
10941480,Inactive Investor,Samantha Ramos,,"RBC Capital Markets, LLC",,,Salesforce
9642585,,Danny Druen,,,desk@danndruen.net,,List import
10985618,Inactive Investor,Richard Ratterman,Senior Representative,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,wxt8502@primerica.com,,Salesforce
335678,,Miguel Gutierrez,Member Of Each The Board Of Partners And The Executive Committee For Trg,Trg Management Lp,mgutierrez@rohatyngroup.com,212-984-2900,Manual List Upload
10831335,Inactive Investor,Curtis Sumpter,,State Farm VP Management Corp. Silver Spring MD 12520 Prosperity Dr,,,Salesforce
10800481,Inactive Investor,Terrell Bebout,,"Wells Fargo Advisors Financial Network, LLC Greenville SC 148 River St",terrell.bebout@wfafinet.com,,Salesforce
11079505,Inactive Investor,Zachary Westenberg,Financial Advisor,"Packerland Brokerage Services, Inc. Oconto WI 245 Cook Ave",zach_westenberg@packerlandbrokerage.com,,Salesforce
11000348,Inactive Investor,Jaclyn Harvey,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
9609142,,Michael Guptill,,,michaelguptill121@gmail.com,,List import
10840902,Inactive Investor,Scott Wilson,Financial Advisor,Commonwealth Financial Network Saint Peters MO 692 Salt Lick Rd,swilson@commonwealth.com,,Salesforce
11141495,Inactive Investor,Paul Morris,,"Level Four Financial, LLC Covington LA 214 E Gibson St",paulm@levelfourfinancial.com,,Salesforce
111241,,Devang Shah,,individual,devangshah@gmail.com,6262213778,
11121600,Inactive Investor,Rosa D'Ambrosio,Vice President,Citigroup Global Markets Inc.,,,Salesforce
10957993,Inactive Investor,Terrell Allen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10851439,Inactive Investor,Richard Cloud,Chief Compliance Officer;Director;Managing Member;President,Cloud Capital LLC Tulsa OK 5314 S Yale Ave,,,Salesforce
10821384,Inactive Investor,James Hartman,Financial Advisor,LPL Financial LLC Carmel IN 57 Cricketknoll Ln,,,Salesforce
10951808,Inactive Investor,Ryan Cook,Financial Consultant,Triumph Capital Management,ryanc@triumphcapitalmanagement.com,,Salesforce
341334,,Donna Bokaie,Senior Vice President,Harman Rogowski & Associates,donna.bokaie@legionwealth.com,214-556-3255,Manual List Upload
10960269,Inactive Investor,Anthony Carpio,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11027227,Inactive Investor,Robert Loucks,Financial Advisor,LPL Financial LLC Carbondale IL 395 N Giant City Rd,robert.loucks@lpl.com,,Salesforce
10604548,,Maria Pia Sojo,Senior Managing Regional Director,Natixis IM,pia.sojo@natixis.com,7867797450,List Import
10814525,Inactive Investor,Lusine Budagyan,,"Wells Fargo Clearing Services, LLC Burbank CA 250 E Olive Ave",lusine.budagyan@wellsfargoadvisors.com,,Salesforce
10955252,Inactive Investor,Ryan Felker,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,,,Salesforce
241484,Inactive Investor,Jim Sinegal,,Fragasso Financial Advisors,jsinegal@fragassoadvisors.com,(412) 227-3231,Database Upload
11160760,Inactive Investor,Katie Baillargeon,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,katie_baillargeon@vanguard.com,,Salesforce
9579050,,Raymond Dunegan,,,rdunegan@gwnsecurities.com,,List import
11015648,Inactive Investor,Nathan Smolinski,Investment Associate,William Blair,nsmolinski@williamblair.com,,Salesforce
159926,,David Postmus,,[Unknown],david.postmus@gmail.com,,Paid Social
10829122,Inactive Investor,Mitchell Haberman,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",mitchell.haberman@wellsfargoadvisors.com,,Salesforce
9583147,,Kyle Whitney,,Fisher Investments,k.whitney@fi.com,,List import
10958214,Inactive Investor,Nathaniel Hirko,Financial Advisor,The Huntington Investment Company Cleveland OH 17121 Chagrin Blvd,nathaniel.hirko@huntington.com,,Salesforce
10913189,Inactive Investor,John Watson,,UBS Financial Services Inc. Fresno CA 5200 N Palm Ave,,,Salesforce
1005070,Inactive Investor,"Nathan Alpha Carta, Ltd",,Nathan Smith,nsmith@60deg.com,,Organic Search
348885,,Jack Mcdonnell,Managing Member And President,Jrm Investment Counsel.,jack@jrminvestmentcounsel.com,402-884-3737,Manual List Upload
9621406,,GUZIDE COSAR,,,guzidecosar81@gmail.com,,List import
229584,, -,,[[Unknown]],jamesgmcnamara@aol.com,,Organic Search
9644655,,James Leonard,,,rick51953@outlook.com,,List import
10646236,,Amy Diehl,,,amy.diehl@morganstanleypwm.com,,List Import
332923,Inactive Investor,Andrew Cunningham,,PlainsCapital Bank,andrew.cunningham@plainscapital.com,,
10648152,,Paul Johnson,,,paul.johnson@rlholdings.com,,List Import
11103977,Inactive Investor,Nicholas Shaw,,LPL Financial LLC Grand Rapids MI 4050 Lake Dr SE,nicholas.shaw@lpl.com,,Salesforce
8609658,,robert casstillo,,greyscale,robert.castillo19@icloud.com,6286886611,Web Form Fillout
11168279,Inactive Investor,Marc Stubbs,,PFS Investments Inc. Kissimmee FL 111 E Monument Ave,mstubbs@primerica.com,,Salesforce
11205180,Inactive Investor,Andrew Kalinowski,Board Member;Chairman;Secretary;Vice President,LifeMark Securities Corp.,akalinowski@lifemark.com,,Salesforce
10459538,,Leo Korchak,,,korchaklj@gmail.com,,Web Form Fillout
10778245,Inactive Investor,Virgil Rosser,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",virgil.o.rosser@wellsfargoadvisors.com,,Salesforce
10614640,,Thomas Goss,"Financial Advisor, Financial Planning Specialist, First Vice President, Portfolio Manager",,thomas.goss@morganstanley.com,,List Import
11083945,Inactive Investor,Remy Neuhaus,,Standard Chartered Securities North America LLC,remy.neuhaus@sc.com,,Salesforce
10866776,Inactive Investor,Cory Mitchell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,cory.mitchell@fidelity.com,,Salesforce
10964732,Inactive Investor,Michael Quick,,Brookfield Oaktree Wealth Solutions LLC,michael.quick@brookfieldoaktree.com,,Salesforce
10611680,,Robert Giampe,"Financial Advisor, Investment Officer, Senior Financial Advisor, Vice President",,robert.giampe@wellsfargoadvisors.com,,List Import
11115135,Inactive Investor,Ashley Romano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 4647 E Shea Blvd",ashley.romano@ml.com,,Salesforce
9612913,,David Unger,,,dju1@ntrs.com,,List import
11092747,Inactive Investor,Matthew Merry,,"Principal Securities, Inc. Great Falls MT 100 1st Ave N",merry.matthew@principal.com,,Salesforce
11050417,Inactive Investor,Christopher Halford,Vice President,Fiduciary Trust Private Wealth Counsel LLC Kansas City KS 10840 Parallel Pkwy,,,Salesforce
11166178,Inactive Investor,Thomas Jacobs,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11124508,Inactive Investor,Amanda Beeson,,"Allstate Financial Services, LLC Brentwood CA 380 W Country Club Dr",abeeson@allstate.com,,Salesforce
9603901,,JASON Not Provided,,,jason@blockdaemon.com,,List import
9565204,,Mathieu Lavallee,,,mathieu.lavallee@fidelity.com,,List import
10823341,Inactive Investor,Cassidy Kendzior,Client Associate,UBS Financial Services Inc. Salt Lake City UT 95 S State St,cassidy.kendzior@ubs.com,,Salesforce
11178965,Inactive Investor,Peter Lewis,Investment Advisor Representative,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",peterlewis@financialguide.com,,Salesforce
11156977,Inactive Investor,Kyle Akers,,"Modern Wealth Management, LLC Troy MI 990 E South Blvd",kyle.akers@modwm.com,,Salesforce
10953366,Inactive Investor,Joel Reichard,Personal Financial Advisor,TD Private Client Wealth LLC Greenville SC 200 Carolina Pkwy,joel.reichard@td.com,,Salesforce
11163121,Inactive Investor,Bradly Collins,Financial Advisor,"MML Investors Services, LLC Charlotte NC 4350 Congress St",bradlycollins@financialguide.com,,Salesforce
10984510,Inactive Investor,Maica Bergeron,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",maica.bergeron@schwab.com,,Salesforce
9636921,,Spencer Zwick,,,szwick@solameregroup.com,,List import
10985887,Inactive Investor,Matthew Klotz,Financial Professional;Vice President,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",matthew.klotz@equitable.com,,Salesforce
203196,,Michael Johnson,,[Unknown],mwjta@hotmail.com,,source
10888788,Inactive Investor,Eric Spring,,"Allstate Financial Services, LLC Melville NY 534 Broadhollow Rd",ericspring@allstate.com,,Salesforce
338197,,Jeffrey Kantor,Vice President,"Steward Partners Investment Solutions, Llc",jkantor@umpquainvestments.com,971-353-7800,Manual List Upload
10966722,Inactive Investor,Melody Williams,,Key Investment Services LLC,melody.williams@key.com,,Salesforce
11039926,Inactive Investor,Natacha Bucheli,Member,Blue Hall Capital Napa CA 1370 Trancas St,,,Salesforce
11060823,Inactive Investor,Merle Sterling,,LPL Financial LLC Ottawa KS 120 W 2nd St,jarred.sterling@lpl.com,,Salesforce
10891812,Inactive Investor,Adam Vlach,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11061803,Inactive Investor,Colette Gunhus,Financial Advisor,"Ameriprise Financial Services, LLC Clear Lake IA 9 Plaza Dr",colette.gunhus@ampf.com,,Salesforce
10834427,Inactive Investor,Rafael Jarosi De Araujo,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",rafael.jarosi_de_araujo@ml.com,,Salesforce
11023112,Inactive Investor,Michael Sanson,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11014543,Inactive Investor,Edwardo Garcia,,"Allstate Financial Services, LLC El Monte CA 11401 Valley Blvd",egarcia@allstate.com,,Salesforce
10981030,Inactive Investor,Jeffrey Duncan,,"Hornor, Townsend & Kent, LLC Lafayette TN 688 Hwy 52 Byp W",jduncan@htk.com,,Salesforce
9636163,,Aaron Cantrell,,,acantrell@recordcm.com,,List import
11205282,Inactive Investor,William Liberman,Financial Professional,"MML Investors Services, LLC State College PA 3949 S Atherton St",wliberman@financialguide.com,,Salesforce
11237914,Inactive Investor,Michael Kelly,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",mkelly@performancetrust.com,,Salesforce
11010234,Inactive Investor,Jeff Yankauskas,,LPL Financial LLC Sacramento CA 5210 Madison Ave,,,Salesforce
11162359,Inactive Investor,Joseph Vampola,Financial Planner,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",joseph.vampola@prudential.com,,Salesforce
10799888,Inactive Investor,David Weber,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,david.weber@jpmorgan.com,,Salesforce
9564749,,Jose Wolff,,,jwolff@accion.org,,List import
11087876,Inactive Investor,Stewart Jacobson,,Lincoln Investment Sugar Land TX 77 Sugar Creek Center Blvd,sjacobson@lincolninvestment.com,,Salesforce
228952,, -,,[[Unknown]],jsahn0813@gmail.com,,Organic Search
10815648,Inactive Investor,William Vellon,Chief Compliance Officer;Chief Executive Officer;Managing Member,Kingsbury Capital Investment Advisors LLC Evanston IL 1560 Sherman Ave,bvellon@kingsburycap.com,,Salesforce
11081658,Inactive Investor,Michael Leonakis,Private Wealth Advisor,"Osaic FA, Inc. Beachwood OH 100 Park Ave",michael.leonakis@lfg.com,,Salesforce
11160730,Inactive Investor,Tinika Mills,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tinika_mills@vanguard.com,,Salesforce
11104658,Inactive Investor,Jessica Weand,,Fidelity Brokerage Services LLC Center Valley PA 2945 Center Valley Pkwy,jessica.towles@fmr.com,,Salesforce
9640125,,Bernice O' Neil,,,berniceo@elmhurst.edu,,List import
11164433,Inactive Investor,Jeffrey Miller,,"Farmers Financial Solutions, LLC Okemos MI 4277 Okemos Rd",jmiller20@farmersagent.com,,Salesforce
11148410,Inactive Investor,Patrick Day,,"Avantax Investment Services, Inc. Greenacres WA Private Residence",,,Salesforce
11238485,Inactive Investor,Jaclyn Kireyczyk,,Balentine,jkireyczyk@balentine.com,,Salesforce
11060632,Inactive Investor,Daniel Weiss,,Cetera Advisor Networks LLC Philadelphia PA 1650 Market St,,,Salesforce
9630859,,John Griffin,,,john.d.griffin25@gmail.com,,List import
9563179,,Nicholas Hernandez,,,nvhernandez@gmail.com,,List import
11140075,Inactive Investor,Francis Sweeney,,Citigroup Global Markets Inc.,francis.sweeney@citi.com,,Salesforce
11132972,Inactive Investor,Garrett Koopmann,Financial Advisor,LPL Financial LLC Springfield MO 3212 S Glenstone Ave,garrett.koopmann@lpl.com,,Salesforce
11090287,Inactive Investor,Ayanna Johnson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ayanna_johnson@vanguard.com,,Salesforce
10978870,Inactive Investor,Ryan Berry,,J.P. Morgan Securities LLC Naples FL 8870 Tamiami Trl N,,,Salesforce
10839827,Inactive Investor,Georgios Manou,Financial Consultant,"Capitol Securities Management, Inc. Rochester NY 706 East Ave",gmanou@capitolsecurities.com,,Salesforce
11170594,Inactive Investor,Kara Cooke,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10780839,Inactive Investor,Jeffrey Smaka,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC Troy MI 2155 W Big Beaver Rd,jeffrey.s.smaka@jpmorgan.com,,Salesforce
10922686,Inactive Investor,Casey Parkin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9570669,,Sudhir Kandula,,,sudhir.kandula@gmail.com,,List import
128370,,Douglas Lenz,,Financial Engines Advisors L.l.c.,dlenz@financialengines.com,,
10531753,,lar chang,consultant,uis,wwwzhang@yahoo.com,2156955081,List Import
11109852,Inactive Investor,Mikel Dumonceaux,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,mikel.dumonceaux@lpl.com,,Salesforce
10959658,Inactive Investor,Donyell Shavers,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11022093,Inactive Investor,Jackson Ward,,Fidelity Brokerage Services LLC,,,Salesforce
11094585,Inactive Investor,Toni Johanson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,toni.johanson@fidelity.com,,Salesforce
10946703,Inactive Investor,Cheryl Morhauser,Owner,Cheryl Morhauser & Associates Grass Valley CA Private Residence,,,Salesforce
10999593,Inactive Investor,Joshua Adams,,Country Capital Management Company Peachtree City GA 277 Hwy 74 N,joshua.adams@countryfinancial.com,,Salesforce
10882467,Inactive Investor,Zachary Willey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,zacharywilley.team@fidelity.com,,Salesforce
10905264,Inactive Investor,Patrick Ryan,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,pmryan@ft.newyorklife.com,,Salesforce
11206851,Inactive Investor,Kristopher Mull,,"FBL Marketing Services, LLC Worland WY 641 N 10th St",kristopher.mull@fblfinancial.com,,Salesforce
9580898,,Alex Kahn,,,alexander.i.kahn@gmail.com,,List import
338977,,Giovanni Viani,"Chairman, director",Pictet North America Advisors Sa,gviani@pictet.com, -79182,Manual List Upload
10876364,Inactive Investor,Michael Kiley,Financial Advisor,"Ameriprise Financial Services, LLC Manchester NH 573 Pine St",michael.r.kiley@ampf.com,,Salesforce
10867245,Inactive Investor,Mark Hodson,,State Farm VP Management Corp. Tahlequah OK 914 S Muskogee Ave,,,Salesforce
10802221,Inactive Investor,Robert Jackman,Financial Advisor,LPL Financial LLC Salem OR 388 State St,robert.jackman@lpl.com,,Salesforce
11055493,Inactive Investor,David Lebrun,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",david.lebrun@ml.com,,Salesforce
9603492,,Andrew Walter,,,andrewcwalter@msn.com,,List import
11111205,Inactive Investor,Daphne Ponce-Moreno,,PFS Investments Inc. Glen Ellyn IL 799 Roosevelt Rd,dponcemoreno@primerica.com,,Salesforce
9584573,,Ana Franov,,,afranov@lionpoint.com,,List import
340589,,Matthew Waller,Chief Operating Officer,Proterra Investment Partners Lp,mwaller@proterrapartners.com,612-257-7900,Manual List Upload
21311,,Taylor Smith,Analyst,"DWS Investment Management Americas, Inc.",taylor.smith@db.com,1-312-537-7000,Database Upload
9581121,,Dene Sanfillipo,,,sanfillipo.dene@principal.com,,List import
371567,,Mark Dickins,,[Unknown],marktdickins@gmail.com,,Salesforce
11136483,Inactive Investor,Richard Howell,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,richard_howell@glic.com,,Salesforce
10954815,Inactive Investor,Michael Hancock,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
249018,,Marlon Magsino,NA,NA,marlonmagsino64@gmail.com,,Manual List Upload
9628405,,Marcus Patrick,,,calmrage@protonmail.com,,List import
11229314,Inactive Investor,Matthew Browne,,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",matthew.browne@raymondjames.com,,Salesforce
11156756,Inactive Investor,Douglas Palmer,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",douglas.palmer@tiaa.org,,Salesforce
11124355,Inactive Investor,Robert Molard,Financial Advisor,Edward Jones Fort Worth TX 930 W 1st St,rob.molard@edwardjones.com,,Salesforce
10821224,Inactive Investor,Marc Seidenberg,Chief Compliance Officer;General Counsel,"Basso Capital Management, L.P.",ms@bassocap.com,,Salesforce
11197547,Inactive Investor,Sonia Ginnell,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",sonia.ginnell@stifel.com,,Salesforce
10798993,Inactive Investor,Matthew Taddei,Chief Executive Officer;President;Regulatory Contact,"Westhill Financial Advisors, Inc.",matt@westhillfa.com,,Salesforce
225495,, -,,[[Unknown]],wed246788@gmail.com,,Initial Salesforce Import
11117454,Inactive Investor,Benjamin Blumenthal,Account Vice President;Financial Advisor,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,benjamin.blumenthal@ubs.com,,Salesforce
10992991,Inactive Investor,Stephen Stavrou,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11166832,Inactive Investor,Ann Hollis,,"Sanctuary Securities, Inc. Brentwood TN 5205 Maryland Way",ahollis@sanctuarywealth.com,,Salesforce
10813578,Inactive Investor,Barbara Stainton,,"Wells Fargo Clearing Services, LLC Georgetown TX 3727 Williams Dr",barbara.stainton@wellsfargoadvisors.com,,Salesforce
10949011,Inactive Investor,Cedric Priscal,Co-Founder;Owner,Berilium,,,Salesforce
11127117,Inactive Investor,Gregory Robinson,,"Cambridge Investment Research, Inc. Saint Louis MO 670 Mason Ridge Center Dr",,,Salesforce
10990034,Inactive Investor,Daryush Saadati,,"Principal Securities, Inc. Palisades Park NJ Private Residence",saadati.daryush@principal.com,,Salesforce
10806053,Inactive Investor,Kendra Wilson,Financial Advisor,Edward Jones Carson City NV 931 Mica Dr,kendra.wilson@edwardjones.com,,Salesforce
11049941,Inactive Investor,Melissa Krupa,Manager - Senior Branch Service,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",melissa.krupa@rbc.com,,Salesforce
9562627,,Erick Maronak,,,emaronak@vcm.com,,List import
11030114,Inactive Investor,Mark Nauman,,"Dinosaur Financial Group, L.L.C",mnauman@dinogroup.com,,Salesforce
9622126,,Kevin Yam,,,hbyam2002@gmail.com,,List import
10510511,,Kate Ruiz,Event Manager,BlackRock,kate.ruiz@blackrock.com,,List Import
11142133,Inactive Investor,Anthony Canini,Private Wealth Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",anthony_canini@ml.com,,Salesforce
9595120,,Michael Pytosh,,,michael.pytosh@inginvestment.com,,List import
9588597,,Boris Moshehev,,,boris@borexcapital.com,,List import
11119657,Inactive Investor,Tyler Robbio,,Fidelity Brokerage Services LLC,,,Salesforce
10889381,Inactive Investor,Jeffrey Zuanich,,"Signature Estate Securities, Inc. Redondo Beach CA 1848 S Elena Ave",,,Salesforce
11135649,Inactive Investor,Robert Jordan,,Fidelity Brokerage Services LLC,robert.jordan@fidelity.com,,Salesforce
9567626,,Timothy Jordan,,,tjjordan@ft.newyorklife.com,,List import
10808379,Inactive Investor,Kerry Garcia,Financial Advisor,Edward Jones Knoxville IA 108 N 2nd St,kerry.garcia@edwardjones.com,,Salesforce
9544230,,Michal Malick,,,mljncorp@icloud.com,,List import
230989,, -,,[[Unknown]],vpasala@gmail.com,,Direct
9633567,,Wendy S,,,1y10million@gmail.com,,List import
10849815,Inactive Investor,Carolyn Larocco,Chief Executive Officer,"LCP Institutional, LLC",,,Salesforce
11003359,Inactive Investor,Lemarquie Fontenot,,PFS Investments Inc. Houston TX 6200 Savoy Dr,lfontenot@primerica.com,,Salesforce
11110961,Inactive Investor,Gary Broughton,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,gbroughton@primerica.com,,Salesforce
189,,,,,larrypolo@alice.it,,
11180529,Inactive Investor,Gil Feldman,,The Enterprise Securities Company,gfeldman@pappasfinancial.com,,Salesforce
10811510,Inactive Investor,Sheila Delong,,State Farm VP Management Corp. Freeland WA 1796 Main St,sheila.delong.c617@statefarm.com,,Salesforce
10800799,Inactive Investor,Sharon Morris,,"Wells Fargo Clearing Services, LLC Rochester MN 21 1st St Sw",sharon.morris@wellsfargoadvisors.com,,Salesforce
10644413,,Jeffrey Temple,,,jtemple@peakstone.com,,List Import
208981,,Kelsey Heimmer,,[Unknown],kelsey.heimmer@gmail.com,,Event
10798757,Inactive Investor,David Strunc,,Cetera Advisors LLC Orlando FL 6052 Turkey Lake Rd,david.strunc@ceteraadvisors.com,,Salesforce
10761436,Inactive Investor,Krystal Burns,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",krystal.burns@ml.com,,Salesforce
2965867,,Sajibur Sk,,,sajibursk703@gmail.com,,
9559833,,Mary Noble,,,mary.noble@fidelity.com,,List import
10950352,Inactive Investor,Caleb Fenner,Branch Associate;Financial Consultant,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",caleb.fenner@schwab.com,,Salesforce
10875009,Inactive Investor,Brad Warhurst,Financial Advisor,Lincoln Investment Bloomsburg PA 724 E 5th St,bwarhurst@lincolninvestment.com,,Salesforce
11056197,Inactive Investor,Steven Gray,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,,,Salesforce
9594312,,Andrew Leach,,,aleach@bamstl.com,,List import
10836176,Inactive Investor,Justin Dembo,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,justin.dembo@jpmorgan.com,,Salesforce
11155638,Inactive Investor,Roger Larsen,,"Farmers Financial Solutions, LLC Hampshire IL 242 S State St",rlarsen@farmersagent.com,,Salesforce
11122147,Inactive Investor,Eric Myers,Financial Advisor,Edward Jones Pacific MO 210 W Saint Louis St,eric.myers@edwardjones.com,,Salesforce
11203935,Inactive Investor,Cara Cascio,,J.P. Morgan Securities LLC Oak Park IL 1048 Lake St,cara.a.cascio@jpmorgan.com,,Salesforce
10979594,Inactive Investor,Ferney Pinto Santander,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,fspintosanta@ft.newyorklife.com,,Salesforce
347538,,Janice Corkern,Secretary - Treasurer,"Barry M. Corkern & Co., Inc.",janice@bcorkern.com,[50-1]6-647866,Manual List Upload
9602774,,Travis Bayer,,,bayer.travis@gmail.com,,List import
11230564,Inactive Investor,Jose Castillo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11131879,Inactive Investor,Joyce Bloomquist,Financial Advisor,Apella Wealth Bellevue WA 2821 Northup Way,,,Salesforce
10888786,Inactive Investor,Paul Triano,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",,,Salesforce
10902090,Inactive Investor,Kurt Brown,Chief Compliance Officer;Chief Investment Officer;Corporate Secretary;Shareholder;Treasurer,PDS Planning Inc,kbrown@pdsplanning.com,,Salesforce
10963690,Inactive Investor,Deidre Thomas,Managing Member,"Hoskins Financial, LLC",,,Salesforce
11038542,Inactive Investor,Joel Margolis,Financial Advisor;First Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,joel.margolis@morganstanley.com,,Salesforce
10991295,Inactive Investor,Trent Boyance,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",trent.boyance@nm.com,,Salesforce
9574589,,Adji widodo,,,adji.nana11@gmail.com,,List import
10950213,Inactive Investor,Irene Celander,,"Stifel Independent Advisors, LLC Joliet IL 2801 Black Rd",celanderi@stifelindependence.com,,Salesforce
10871380,Inactive Investor,Peter Braden,Wealth Management Advisor,Godsey & Gibb Wealth Management,pbraden@godseyandgibb.com,,Salesforce
11232655,Inactive Investor,Nicole Parker,,Cetera Advisor Networks LLC Plattsburgh NY 14 Durkee St,,,Salesforce
11058649,Inactive Investor,Allen Montemagno,Financial Advisor,LPL Financial LLC Murrieta CA 25096 Jefferson Ave,allen.montemagnojr@lpl.com,,Salesforce
10937564,Inactive Investor,Kenneth Anderson,,"Packerland Brokerage Services, Inc. Holmen WI 500 N Holmen Dr",ken_anderson@packerlandbrokerage.com,,Salesforce
11170518,Inactive Investor,Kelly Wilson,,"Northern Trust Securities, Inc. Boston MA 125 Summer St",kelly.wilson@northerntrust.com,,Salesforce
11013788,Inactive Investor,Emily Brillo,,LPL Financial LLC Escondido CA 1606 Summit Ln,emily.brillo@lpl.com,,Salesforce
9576566,,purplepalettearts@Yahoo.com Bunk,,,purplepalettearts@yahoo.com,,List import
11074796,Inactive Investor,Andrew Popenfoose,Chief Investment Officer;Principal,SYM Financial Advisors Fort Wayne IN 7030 Pointe Inverness Way,apopenfoose@sym.com,,Salesforce
11208190,Inactive Investor,Karen Brooks,,"Raymond James Financial Services, Inc. Bloomington IN 3925 E Hagan St",karen.brooks@raymondjames.com,,Salesforce
10896799,Inactive Investor,Michael Gardner,,J.P. Morgan Securities LLC Newburgh NY 201 Auto Park Pl,michael.gardner@jpmorgan.com,,Salesforce
11143608,Inactive Investor,Mischa Matthias,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",,,Salesforce
10956821,Inactive Investor,Thomas Kyle,,"MML Investors Services, LLC Sherman TX 123 N Crockett St",tkyle@financialguide.com,,Salesforce
11186371,Inactive Investor,Donny Takemoto,,LPL Financial LLC Huntington Beach CA 7561 Center Ave,donny.takemoto@lpl.com,,Salesforce
11253942,Inactive Investor,Aaron Piercy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10849950,Inactive Investor,Suzanne Regan,Financial Advisor,"Ameriprise Financial Services, LLC Winchester MA 48 Mount Vernon St",suzanne.regan@ampf.com,,Salesforce
10867216,Inactive Investor,Jeffrey Lambert,,State Farm VP Management Corp. Swanton OH 114 E Airport Hwy,jeff.lambert.cmyq@statefarm.com,,Salesforce
11073580,Inactive Investor,Brandon Kidd,Financial Advisor,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",bkidd@pinnacle-llc.com,,Salesforce
9546871,,Novena Cole,,,ncole@hawthorneadvertising.com,,List import
10811450,Inactive Investor,William Simonds,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Battle Creek MI 4625 Beckley Rd,bsimonds@rwbaird.com,,Salesforce
9588536,,hamad Alshatti,,,doatrekaa@gmail.com,,List import
10916060,Inactive Investor,Jessica Sharr,Financial Advisor,LPL Financial LLC Minneapolis MN 7701 France Ave S,jessica.sharr@lpl.com,,Salesforce
10896304,Inactive Investor,Jacob Mills,Financial Professional,LPL Financial LLC Portland OR 700 NE Multnomah St,jacob.mills@lpl.com,,Salesforce
11146924,Inactive Investor,Henry Hardaway,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
10803789,Inactive Investor,Donald Weber,Financial Advisor,Edward Jones Monett MO 603 Dairy St,donald.weber@edwardjones.com,,Salesforce
243647,,Deedar Singh Dosanj,IT Project Manager Senior,Charles Schwab Investment Management,deedarsingh.dosanj@schwab.com,19704097362,Manual List Upload
11195180,Inactive Investor,Sally Oradei,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Saint Paul MN 2355 Hwy 36 W",soradei@kingsview.com,,Salesforce
11134012,Inactive Investor,John Howell,,Edward Jones Conway AR 355 Hogan Ln,trey.howell@edwardjones.com,,Salesforce
9575189,,Joseph Piangozza,,,joe.piangozza@unitedcp.com,,List import
9552554,,Gabe Millar,,,gabe@dewpointfinancial.com,,List import
11051946,Inactive Investor,Joseph Mazzaferro,Financial Planner,"Pruco Securities, LLC. Rome NY 7786 Turin Rd",joseph.mazzaferro@prudential.com,,Salesforce
9630379,,Garth Battista,,,garth.battista@gmail.com,,List import
166799,,Jason Rosenfeld,,[Unknown],j.rosen.1392@gmail.com,,
10842457,Inactive Investor,James Bethea,,"Osaic Wealth, Inc. Birmingham AL 2100 Southbridge Pkwy",,,Salesforce
9541274,,miladsaikali@gmail.com Saikali,,,miladsaikali@gmail.com,,List import
11146433,Inactive Investor,Timothy Bujnoch,,"Osaic Wealth, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10870464,Inactive Investor,Ted Thoren,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,ted.thoren@ceterainvestors.com,,Salesforce
9587715,,Jeffrey Troutner,,,jeff@equiuspartners.com,,List import
10612646,,John Manfredonia,Financial Advisor,,john.x.manfredonia@ampf.com,,List Import
11154632,Inactive Investor,Ruth Shannon,,State Farm VP Management Corp. Flower Mound TX 2900 Long Prairie Rd,ruth.shannon.un80@statefarm.com,,Salesforce
10792947,Inactive Investor,Jennifer Bender,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",jennifer.bender@nm.com,,Salesforce
9630004,,christian whamond,,,whamondc@gmail.com,,List import
10844628,Inactive Investor,Elizabeth Connolly,Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2600 Michelson Dr",elizabeth.a.connolly@ampf.com,,Salesforce
9632341,,Ron Rimkus,,,rtrimkus@hotmail.com,,List import
9617885,,Scott Vos,,,svos@prop-cap.com,,List import
11093598,Inactive Investor,Ralph Horne,,"Elevated Capital Advisors, LLC North Salt Lake UT Private Residence",,,Salesforce
10846801,Inactive Investor,Michael Sommers,Vice President,J.P. Morgan Securities LLC Appleton WI 200 W College Ave,michael.c.sommers@jpmorgan.com,,Salesforce
109045,,Jeff Tao,VP,Family Office,jeffrey.tao@gmail.com,,Organic Search
11149080,Inactive Investor,John Niehenke,,Jefferies LLC,jniehenke@jefferies.com,,Salesforce
11126788,Inactive Investor,Theresa Donatelli,Senior Wealth Advisor,Principle Wealth,tdonatelli@principlewealthpartners.com,,Salesforce
9612017,,Joseph Huber,,,joeandjoh@aol.com,,List import
10489498,,Margaret Sanchez,Division Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",margaret.g.sanchez@ml.com,,List Import
11254088,Inactive Investor,William Harris,,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",,,Salesforce
10980325,Inactive Investor,Ian Churchill,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10758570,Inactive Investor,Arild Ostensen,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",david.ostensen@wellsfargoadvisors.com,,Salesforce
11055584,Inactive Investor,Lawrence Hewlett,,GMS Group Boca Raton FL 2600 N Military Trl,lhewlett@gmsgroup.com,,Salesforce
343266,,Larry Goettler,,[Unknown],lsgthird@zoominternet.net,,Advertising
10949849,Inactive Investor,Austin Todd,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10795706,Inactive Investor,Wendy Wallace,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",wendy_wallace@ml.com,,Salesforce
11138034,Inactive Investor,Loren Neumeister,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,loren_neumeister@vanguard.com,,Salesforce
11026044,Inactive Investor,Alec Norton,Investment Advisor,"Fortis Capital Advisors, LLC Boston MA Private Residence",alec@fortiscapitaladvisors.com,,Salesforce
11108031,Inactive Investor,Michel Gonzalez,,J.P. Morgan Securities LLC Bell Gardens CA 4426 Gage Ave,michel.gonzalez@jpmorgan.com,,Salesforce
10985450,Inactive Investor,Monica Sherman,,Cetera Investment Services LLC Pensacola FL 101 W Garden St,,,Salesforce
10850038,Inactive Investor,Jeffrey Bunderson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Layton UT 1133 N Main St",jeffrey.bunderson@tfaconnect.com,,Salesforce
10884825,Inactive Investor,Glenn Ryhanych,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"BlueList Partners, LLC",glenn@bluelistpartners.com,,Salesforce
10795104,Inactive Investor,Ronald Lewis,,Thrivent Investment Management Inc. Malvern OH Private Residence,ronald.lewis@thrivent.com,,Salesforce
11137983,Inactive Investor,Scott Weingarden,Senior Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",scott.weingarden@raymondjames.com,,Salesforce
10789487,Inactive Investor,Scott Cawood,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Principal;Regulatory Contact,Arbor Investment Advisors,scottcawood@arborinvest.com,,Salesforce
11186325,Inactive Investor,Bradley Wehner,Senior Client Service Advisor,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",bwehner@stifel.com,,Salesforce
10615889,,Nancy Whigham,,,nancy.whigham@raymondjames.com,,List Import
339583,,Marty Silverstone,"Sr. Vice President, Creative, Head, Sync",Primary Wave Ip Investment Management Llc,msilverstone@primarywave.com,212-661-6990,Manual List Upload
10787010,Inactive Investor,Barth Buchmann,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
245808,,Not Provided,Public Policy Director,Carta,amy.miller@carta.com,,Manual List Upload
10896191,Inactive Investor,Karen Kashimoto,,PFS Investments Inc. Honolulu HI 2153 N King St,karen.kashimoto@primerica.com,,Salesforce
10980657,Inactive Investor,Matthew Quick,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,mquick02@ft.newyorklife.com,,Salesforce
10893661,Inactive Investor,Shelly Pellish,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 240 W Main St",shelly.pellish@ampf.com,,Salesforce
10937913,Inactive Investor,Michael Meehan,,"Voya Financial Advisors, Inc. Enfield CT Private Residence",michael.meehan@voyafa.com,,Salesforce
9617391,,Marius Reitz,,,marius@luno.com,,List import
10980108,Inactive Investor,Carisma Jones,,PFS Investments Inc. Houston TX 738 Hwy 6 S,,,Salesforce
11218338,,Rustin Fiouzi,,,rustin.fiouzi@jpmorgan.com,,List Import
231172,,Carrie Johnson -,,Carrie Johnson [[Unknown]],carrienbush82@gmail.com,,
9600285,,Alicia Small,,,asmall@investstrategic.com,,List import
11117146,Inactive Investor,John Hall,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,jhalljr.rp341@primerica.com,,Salesforce
10902224,Inactive Investor,Stacey Richmond,Financial Advisor,Edward Jones Newnan GA 37 Calumet Pkwy,stacey.richmond@edwardjones.com,,Salesforce
11119230,Inactive Investor,Constance Ann,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,constance.ann.fl2g@statefarm.com,,Salesforce
11154268,Inactive Investor,Daniel Crisona,Financial Advisor;Wealth Advisor,LPL Financial LLC Wilmington DE 15 Middleton Dr,daniel.crisona@lpl.com,,Salesforce
11154725,Inactive Investor,Jon Read,,Cetera Advisor Networks LLC Cedar Rapids IA 835 3rd Ave SE,,,Salesforce
11074088,Inactive Investor,George Ameer,Financial Advisor,Edward Jones Ridgefield CT 66 Danbury Rd,george.ameer@edwardjones.com,,Salesforce
10918618,Inactive Investor,Anthony Palmiscno,Financial Advisor,LPL Financial LLC East Grand Forks MN 404 4th St NW,t.palmiscno@lpl.com,,Salesforce
342188,,Priya Karkar,"Vice President, Business Development",Kline Hill Partners Lp,priya.karkar@klinehill.com,203-987-6120,Manual List Upload
9564567,,Swee Hubers,,,swee.hubers@lplfinancial.com,,List import
10803445,Inactive Investor,Michael Lee,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",michael_lee2@ml.com,,Salesforce
9574115,,Matthew Rogers,,,mrogers@sas.edu.sg,,List import
10975158,Inactive Investor,Ryan Veariel,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",ryan.veariel@bankerslife.com,,Salesforce
10959407,Inactive Investor,Jack Pierce,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jack_pierce@vanguard.com,,Salesforce
9622219,,Mike Jones,,,mike.jones@science-inc.com,,List import
10908318,Inactive Investor,Terry Graham,Investment Advisor Representative,GWN Securities Inc. Mableton GA Private Residence,tgraham@gwnsecurities.com,,Salesforce
10791238,Inactive Investor,Andrew Shadel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
170517,,Andy Brasseur,,[Unknown],andybrasseur@live.be,,Paid Social
9640195,,Rachel Wood,,,rachel.wood@westsussex.gov.uk,,List import
11199434,Inactive Investor,Tomas Rodrigo Villanueva,,J.P. Morgan Securities LLC Milpitas CA 37 N Milpitas Blvd,tomas-rodrigo.villanueva@jpmorgan.com,,Salesforce
10874276,Inactive Investor,Douglas Wall,Financial Advisor,Edward Jones Bridgman MI 4221 Lake St,douglas.wall@edwardjones.com,,Salesforce
9639705,,Louise Aynsley,,,louise.aynsley@suffolk.gov.uk,,List import
11119728,Inactive Investor,Thomas Craig,,"Ameriprise Financial Services, LLC The Villages FL 11714 NE 62nd Ter",,,Salesforce
9563377,,Thomas Gilbertson,,,tom.gilbertson@voya.com,,List import
11144921,Inactive Investor,Kolton Blickenstaff,,State Farm VP Management Corp.,koltonblickenstaff@statefarm.com,,Salesforce
11006582,Inactive Investor,Lisa Ritsko,Senior Private Client Associate,Janney Montgomery Scott LLC Uniontown PA 43 S Beeson Blvd,lritsko@janney.com,,Salesforce
9547049,,steven heo,,,hhj2676@naver.com,,List import
10838407,Inactive Investor,Gabriel Pollock,Wealth Advisor,&Partners,,,Salesforce
10942348,Inactive Investor,Noah Greco,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10890115,Inactive Investor,Emily Ruderman,,Lazard Asset Management Securities LLC,emily.ruderman@lazard.com,,Salesforce
10827616,Inactive Investor,Gabriel Osio Zamora,Chairman,"LifeInvest Wealth Management, Ltd",,,Salesforce
10901860,Inactive Investor,Neil Werberig,Owner;President,Maximum Asset Strategies,nwerberig@mastrat.com,,Salesforce
11007098,Inactive Investor,Jonathan Alony,,"Muriel Siebert & Co., LLC",,,Salesforce
9581696,,Vincenzo Cimino,,,vcimino@wealthenhancement.com,,List import
10832175,Inactive Investor,Fletcher Preuss,,Cetera Advisor Networks LLC South Bend IN 17535 Generations Dr,,,Salesforce
9622355,,Veronika Kolés,,,nika@koles.co,,List import
11027055,Inactive Investor,Victoria Elkin,,J.P. Morgan Securities LLC Brooklyn NY 1663 E 17th St,victoria.elkin@chase.com,,Salesforce
9564136,,Lasanka Perera,,,lasanka.perera@independentreserve.com,,List import
10791932,Inactive Investor,Douglas Mungavin,,PFS Investments Inc. El Paso TX 1200 Golden Key Cir,douglas.mungavin@primerica.com,,Salesforce
10807552,Inactive Investor,Lisa Stavsky,Chief Executive Officer;Director;Managing Director;President,"WesBanco Securities, Inc. Columbus OH 2710 E Main St",lisa.stavsky@wesbanco.com,,Salesforce
10821673,Inactive Investor,Eric Derr,,"FBL Marketing Services, LLC Logan UT 40 W Cache Valley Blvd",,,Salesforce
10974372,Inactive Investor,Patrick D'Alessandro,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",patrick.dalessandro@nm.com,,Salesforce
9630809,,Gustavo Hernando,,,tucugus@gmail.com,,List import
10756283,Inactive Investor,Salvatore Cassar,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,salvatore.cassar@morganstanley.com,,Salesforce
11039361,Inactive Investor,Lisa Radomski,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,lisa.radomski@morganstanley.com,,Salesforce
10857927,Inactive Investor,Benjamin Munsch,Wealth Advisor,Thrivent Investment Management Inc. Spicer MN 209 Manitoba St,benjamin.munsch@thrivent.com,,Salesforce
10956260,Inactive Investor,Jeffrey Hegedus,Financial Planning Assistant,Commonwealth Financial Network Macungie PA 330 E Main St,jhegedus@commonwealth.com,,Salesforce
11132474,Inactive Investor,John Levis,President;Regulatory Contact,"MB, Levis & Associates, LLC",blevis@mblevis.com,,Salesforce
248175,,Tristan Zhang,Managing Partner,Helix Capital Partners,tristan@helixcappartners.com,,Manual List Upload
9542518,,TIFFANY NI,,,tiffany.ni@bitmart.com,,List import
10793930,Inactive Investor,Robert Cornwell,Wealth Management Advisor,"Osaic Institutions, Inc. Richmond VA 5501 Patterson Ave",robert.cornwell@infinexgroup.com,,Salesforce
11053975,Inactive Investor,Charles Peebles,Investment Portfolio Associate,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",quinn.peebles@raymondjames.com,,Salesforce
11062952,Inactive Investor,Scott Zavatkay,Investment Advisor,"Osaic Wealth, Inc. Woodbridge CT Private Residence",,,Salesforce
11115319,Inactive Investor,Daniel Guerrini,,A.G.P / Alliance Global Partners New York NY 40 Wall St,dguerrini@allianceg.com,,Salesforce
10873078,Inactive Investor,Janis Trone,Financial Advisor,Edward Jones Carlsbad NM 1204 W Pierce St,janis.trone@edwardjones.com,,Salesforce
11234264,Inactive Investor,Amy Koch,,M. S. Howells & Co. Memphis TN 5350 Poplar Ave,,,Salesforce
11091211,Inactive Investor,Kailey Jankowski,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,kailey.jankowski@fidelity.com,,Salesforce
10909105,Inactive Investor,Thomas Lofgren,,Country Capital Management Company Burlington WI 101 N Front St,thomas.lofgren@countryfinancial.com,,Salesforce
9618175,,Vedula Murti,,,vedula.murti@avoncap.com,,List import
9621981,,Rob Foster,,,rob.foster@boncore.net,,List import
11107185,Inactive Investor,Thaddeus Moore,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,thaddeusmoore.team@fidelity.com,,Salesforce
11108315,Inactive Investor,Gregory McShea,General Counsel;Senior Vice President,Janney Montgomery Scott LLC,gmcshea@jmsonline.com,,Salesforce
11011133,Inactive Investor,Michael Sullivan,,"Cadaret, Grant & Co., Inc. Seminole FL 9303 Seminole Blvd",,,Salesforce
10846017,Inactive Investor,Daniel Ringelstein,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Concord NH 118 Storrs St",daniel.a.ringelstein@ml.com,,Salesforce
10658620,,Moira Moriarty,,,moira.moriarty@jpmorgan.com,,List Import
11060691,Inactive Investor,Matthew Bracciante,,LPL Financial LLC Apex NC 501 N Salem St,matthew.bracciante@lpl.com,,Salesforce
10799417,Inactive Investor,Susana Baterna,,PFS Investments Inc. Miami FL 13501 SW 128th St,susana.baterna@primerica.com,,Salesforce
11009830,Inactive Investor,David Uribe,,J.P. Morgan Securities LLC Miami FL 20880 Biscayne Blvd,david.j.uribe@jpmorgan.com,,Salesforce
10839622,Inactive Investor,Stephen Baker,Financial Advisor;Investment Advisor,Folger Nolan Fleming Douglas Incorporated,sbaker@fnfd.com,,Salesforce
11099404,Inactive Investor,Andrew Peake,Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,andrew.peake@ubs.com,,Salesforce
11073680,Inactive Investor,Ronald Idler,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,ronald.idler@morganstanley.com,,Salesforce
10926699,Inactive Investor,Jeffrey Robinson,Owner,Robinson Capital Management LLC,,,Salesforce
11129081,Inactive Investor,Steve Jelley,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",steve_jelley@ml.com,,Salesforce
10770602,Inactive Investor,Matthew Newbold,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9589641,,Didier Gestels,,,didier@dd-investman.be,,List import
9573426,,Paul Chanin,,,pchanin@induscap.com,,List import
10758323,Inactive Investor,Peter Liebeskind,,Morgan Stanley New York NY 55 E 52nd St,peter.liebeskind@morganstanley.com,,Salesforce
11146784,Inactive Investor,Kathryn Jesser,,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,kathryn.jesser@primerica.com,,Salesforce
10997434,Inactive Investor,Katie Lomeli,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,nrnw1@primerica.com,,Salesforce
116516,,Philbert Demarie,Financial Advisor,Eagle Strategies LLC,pdemarie@ft.newyorklife.com,985-674-3744,
9627589,,Jonathan Cook,,,todd.cook@jpmorgan.com,,List import
9630084,,James Darnell,,,semajkd@gmail.com,,List import
11233270,Inactive Investor,Andres Garcia,,J.P. Morgan Securities LLC Ventura CA 3498 Telegraph Rd,,,Salesforce
10965606,Inactive Investor,Alexander Reese,,"Raymond James Financial Services, Inc. Lake Charles LA 4904 Big Lake Rd",alexander.reese@raymondjames.com,,Salesforce
336500,,Paul Hare,Company Secretary,Credit Suisse Asset Management Limited,paul.hare@credit-suisse.com, -78881416,Manual List Upload
9623965,,James Connes,,,jconnes@yahoo.com,,List import
10912018,Inactive Investor,James Woosley,Associate Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 723 Broadway E",james.woosley@ampf.com,,Salesforce
11065607,Inactive Investor,Carrie Foye,,Morgan Stanley San Diego CA 16644 W Bernardo Dr,,,Salesforce
9558020,,Cedric Bisson,,,cedric.bisson@hotmail.fr,,List import
10612328,,Ronald Cellini,Financial Advisor,,r.cellini@prudential.com,,List Import
9602231,,Bill Trainor,,,wctrainor@gmail.com,,List import
11236313,Inactive Investor,Taylor Weintritt,Associate Wealth Manager,"Resolute Wealth Strategies, LLC",taylor@theresoluteadvisor.com,,Salesforce
10943955,Inactive Investor,Joseph Kelly,Financial Advisor,LPL Financial LLC Wellington FL Private Residence,joe.kelly@lpl.com,,Salesforce
9619629,,Ruslan Idyrov,,,rusidyrov@gmail.com,,List import
10617957,,Timothy Curley,,,timothy.curley@wellsfargoadvisors.com,,List Import
11219356,,William Granger,,,william.granger@lpl.com,,Other
11077069,Inactive Investor,Brian Nourbash,Managing Director,J.P. Morgan Securities LLC Evanston IL 909 Davis St,brian.k.nourbash@jpmorgan.com,,Salesforce
880,,,,,davidjackson@250okcorp.com,,
11138116,Inactive Investor,Albania Espinal,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,albania.espinal@fidelity.com,,Salesforce
10615443,,Edward Timpone,"Executive Director, Family Wealth Director, Financial Advisor, Senior Portfolio Management Director",,edward.timpone@morganstanley.com,,List Import
10872015,Inactive Investor,Tiffany Delisi,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",tdelisi@massmutual.com,,Salesforce
9595640,,Nancy Brenner,,,nancybrennercomms@gmail.com,,List import
11160369,Inactive Investor,Evelyn Nickerson,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Dallas TX 5001 Spring Valley Rd,evelyn.nickerson@morganstanley.com,,Salesforce
10895307,Inactive Investor,Stacy Dearman,Financial Advisor,Edward Jones Altamonte Springs FL 990 N State Road 434,michael.dearman@edwardjones.com,,Salesforce
10793915,Inactive Investor,Juliole Francois,,PFS Investments Inc. New York NY 469 7th Ave,juliole.francois@primerica.com,,Salesforce
11003392,Inactive Investor,Jennifer Debiasi,Financial Advisor,"GuideStream Financial, Inc.",jdebiasi@guidestreamfinancial.com,,Salesforce
146377,,Carole White,,[Unknown],cdwhite3436@gmail.com,,
350150,,Ben Baldanza,Operating Partner,"Sterling Investment Partners Advisers, Llc",baldanza@sterlinglp.com,203-226-8711,Manual List Upload
9583553,,Lance Johnson,,,lance@roi-fa.com,,List import
10943608,Inactive Investor,Clay Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
245918,,Not Provided,Public Policy,Ripple,sdreiman@ripple.com,,Manual List Upload
11176890,Inactive Investor,William Godfrey,,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,william.godfrey@opco.com,,Salesforce
10644382,,Michael Iannelli,,,miannelli@lincolninternational.com,,List Import
234790,, -,,[[Unknown]],sardeeqibraheem844@gmail.com,,
11153496,Inactive Investor,Michael Long,,"Citizens Securities, Inc. Belmont MA 65 Leonard St",,,Salesforce
11136745,Inactive Investor,Joe Wimpee,,"Farmers Financial Solutions, LLC Rockwall TX 105 W Kaufman St",jwimpee@farmersagent.com,,Salesforce
10779759,Inactive Investor,Patrick Convery,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5954 Renaissance Pl",patrick.r.convery@ampf.com,,Salesforce
11229098,Inactive Investor,Rebecca Dahlke,Associate,Edward Jones Fond Du Lac WI 101 S Pioneer Rd,,,Salesforce
11013918,Inactive Investor,Jaela Thomas,,J.P. Morgan Securities LLC Jacksonville FL 13920 Old Saint Augustine Rd,jaela.thomas@jpmorgan.com,,Salesforce
10896578,Inactive Investor,Jose Gamez,,"Raymond James Financial Services, Inc. San Antonio TX 21102 US 281 N",jose.gamez@raymondjames.com,,Salesforce
9625569,,kbkb kbkb,,,kinb@qq.com,,List import
10839530,Inactive Investor,Joseph Donaldson,,"Raymond James Financial Services, Inc. Auburn AL 1957 E Samford Ave",joe.donaldson@raymondjames.com,,Salesforce
9592811,,Jose Alvarez,,,josea89@aim.com,,List import
10861384,Inactive Investor,Conrado Arroyo,,State Farm VP Management Corp. Newark NJ 360 Chestnut St,conrado.arroyo.h5k2@statefarm.com,,Salesforce
768,,,,,haroldmiller@250ko.com,,
9556718,,Michael Campbell,,,mikec360@mail.com,,List import
11180266,Inactive Investor,Lucinda Alden,Advisor,"Illumine Investment Management, LLC",lucinda@illumineim.com,,Salesforce
11112674,Inactive Investor,Bradley Taylor,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,bradley.taylor@primerica.com,,Salesforce
10968047,Inactive Investor,Maribelda Dhaliwal,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
10759187,Inactive Investor,Debbie Lilley,,Stephens Conway AR 703 Chestnut St,dlilley@stephens.com,,Salesforce
83480,,Rob Tovey,,Employed,rob.tovey@btinternet.com,4.47867E+11,Organic Search
10767805,Inactive Investor,Arthur Greenfeder,Managing Director;Senior Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",arthur_greenfeder@ml.com,,Salesforce
10973540,Inactive Investor,Joseph Estes,Senior Financial Advisor,"Tamar Securities, LLC",joe@tamarsecurities.com,,Salesforce
10774749,Inactive Investor,Edward Miller,Financial Advisor,Edward Jones Exeter NH 19 Hampton Rd,ed.miller@edwardjones.com,,Salesforce
11117113,Inactive Investor,Christopher Turner,,"Truist Investment Services, Inc. Ocala FL 4414 SW College Rd",christopher.turner@truist.com,,Salesforce
9551503,,Jeffrey John,,,jeff_john@americancentury.com,,List import
11138891,Inactive Investor,Erin Janke,,"Farmers Financial Solutions, LLC Minneapolis MN 4900 Hwy 169 N",ejanke@farmersagent.com,,Salesforce
10783517,Inactive Investor,Perry Smith,Senior Financial Services Representative,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11026401,Inactive Investor,Elizabeth Sanchez,,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
11175318,Inactive Investor,Michael Beattie,Financial Advisor,"Ameriprise Financial Services, LLC San Juan Capistrano CA 30320 Rancho Viejo Rd",michael.j.beattie@ampf.com,,Salesforce
236695,, -,,[[Unknown]],rgellasch@comcast.net,,
10612387,,Marc Silverstein,"Financial Advisor, Investment Advisor Representative",,silverstein_marc@nlgroupmail.com,,List Import
9591610,,Panagiotis Bitsanis,,,pabitsanis@gmail.com,,List import
10936069,Inactive Investor,Carlos Lugo,,"Equity Services, Inc. Sherman TX Private Residence",lugo_carlos@nlvmail.com,,Salesforce
9639823,,Dave Richendollar,,,david.richendollar@morganstanley.com,,List import
11091395,Inactive Investor,Dawn Thome,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,dawn.thome@fidelity.com,,Salesforce
10489702,,John Schnorr,"Chief Executive Officer, Founder, President",Brookstone Capital Management LLC,john@unitedsafeguardfg.com,,List Import
341829,,Rafael Hesles,Associate,Glendower Capital,rafael.enriquez@glendowercapital.com,121-265-38400,Manual List Upload
11122266,Inactive Investor,Donald Campbell,Financial Advisor,Edward Jones Pensacola FL 2115 W 9 Mile Rd,don.campbell@edwardjones.com,,Salesforce
11206156,Inactive Investor,Scott Howell,Managing Director;Private Wealth Advisor,LPL Financial LLC New Providence NJ 139 South St,scott.howell@lpl.com,,Salesforce
10939356,Inactive Investor,Steve Spelde,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,steven.spelde@ceterainvestors.com,,Salesforce
10767603,Inactive Investor,Yonhee Gordon,Chief Marketing Officer;Chief Operating Officer;Corporate Secretary;Principal;Shareholder,JMG Financial Group Ltd Oak Brook IL 2301 W 22nd St,,,Salesforce
10998866,Inactive Investor,Alex Dirksen,Investment Analyst,Zemenick & Walker Inc,adirksen@zandw.com,,Salesforce
9628065,,Thomas Hisgen,,,thomas.hisgen@dec.ny.gov,,List import
9630835,,Iñigo Urra,,,urrarocena.i@gmail.com,,List import
10827858,Inactive Investor,Erik Dawkins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,erik.dawkins@fidelity.com,,Salesforce
108820,,Abdurrahman Karahatay,,Elke AS,karahatay@yahoo.com.tr, + 90 532 4216097,Organic Search
11153592,Inactive Investor,Rachel Hoang,,"Independent Financial Group, LLC Manhattan Beach CA 1500 Rosecrans Ave",,,Salesforce
10846463,Inactive Investor,Rebecca Krieger,Director;Managing Director;Shareholder,Accredited Investors Wealth Management,,,Salesforce
11104948,Inactive Investor,Trevor Shaner,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. West Des Moines IA 1075 Jordan Creek Pkwy,trevor.shaner@ubs.com,,Salesforce
11131684,Inactive Investor,Josette Smith,Investment Advisor Representative,LPL Financial LLC Fredericksburg VA 2217 Princess Anne St,josette@thesfa.net,,Salesforce
10505911,,Jeison Masis,Analyst,Lafise PB,jemasis@lafise.com,224-620-0000,List import
233479,, -,,[[Unknown]],josh.lauw@gmail.com,,
10877714,Inactive Investor,Jared Tack,Financial Advisor;First Vice President,UBS Financial Services Inc. Providence RI 500 Exchange St,jared.tack@ubs.com,,Salesforce
165740,,Iulian Popa,,[Unknown],iulianpopa1996@gmail.com,,Paid Social
11151669,Inactive Investor,William Rogers,,"Osaic Wealth, Inc. Livonia NY 5944 Cleary Rd",,,Salesforce
11005441,Inactive Investor,Jack Dean,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10818228,Inactive Investor,Enrique Cuervo,,"Truist Investment Services, Inc. Miami FL 8302 Bird Rd",enrique.cuervo@truist.com,,Salesforce
10758267,Inactive Investor,James Bechtold,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",james.g.bechtold@wellsfargoadvisors.com,,Salesforce
11164468,Inactive Investor,Thomas Tedesco,Group Manager;Investment Advisor,Edelman Financial Engines Edgewood WA Private Residence,,,Salesforce
10961003,Inactive Investor,Manish Puri,,Edward Jones Champaign IL 2305 Village Green Pl,manish.puri@edwardjones.com,,Salesforce
11151740,Inactive Investor,Larry Walck,Financial Advisor,LPL Financial LLC Birmingham AL 3168 Cahaba Heights Rd,,,Salesforce
9572866,,Tianhao Yin,,,tianhaoyin@outlook.com,,List import
11232483,Inactive Investor,William Morrissey,President,"Cadaret, Grant & Co., Inc. San Diego CA 10150 Meanley Dr",wmorrissey@cadaretgrant.com,,Salesforce
235701,, -,,[[Unknown]],lcasteel23@gmail.com,,
10752519,Inactive Investor,Carolyn Greenan,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",,,Salesforce
11085434,Inactive Investor,Justin Scalise,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",justin.scalise@nm.com,,Salesforce
11017569,Inactive Investor,Lesley Ott,Chief Compliance Officer;Chief Operating Officer,James Investment Research Inc,ott@jir-inc.com,,Salesforce
10991155,Inactive Investor,Brendan Collins,Wealth Manager,"CW Advisors, LLC",bcollins@congresswealth.com,,Salesforce
11235390,Inactive Investor,Kelly Goldowski,Wealth Advisor,Canopy Wealth Management Scottsdale AZ 7659 E Pinnacle Peak Rd,kelly@canopy-wealth.com,,Salesforce
10946965,Inactive Investor,Gene Dooley,,"Steward Partners Investment Solutions, LLC Austin TX 807 Las Cimas Pkwy",gene.dooley@stewardpartners.com,,Salesforce
11026832,Inactive Investor,Tina Warnke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10817146,Inactive Investor,Daniel Weaver,Private Client Services;Private Wealth Advisor,"Executive Wealth Management, LLC",dweaver@ewmadvisors.com,,Salesforce
10983337,Inactive Investor,Jordan Linthicum,,LPL Financial LLC Cambridge MD 411 Muse St,jordan.linthicum@lpl.com,,Salesforce
9634628,,Tim Duffany,,,tim.duffany@spcfo.com,,List import
10996880,Inactive Investor,Cory Adams,Financial Advisor,Edward Jones Morgan City LA 1101A 7th St,cory.adams@edwardjones.com,,Salesforce
9585502,,Scott Wark,,,scott.wark@lpl.com,,List import
340393,,Neal Berman,Managing Director,Thompson Street Capital Manager Llc,nberman@tscp.com,314-727-2112,Manual List Upload
1909378,,Pawan Kumar,,,pawankumar8930703860@gmail.com,,
10843773,Inactive Investor,Steven Nassoura,Chief Compliance Officer;Member;Principal,"Creegan & Nassoura Financial Group, LLC",snassoura@creegannassoura.com,,Salesforce
10942972,Inactive Investor,Mary Fondon,,PFS Investments Inc. Memphis TN 5190 Park Ave,mary.fondon@primerica.com,,Salesforce
10894869,Inactive Investor,Jose Madera-Reyes,Wealth Advisor,LPL Financial LLC Iselin NJ 485 US Hwy 1 S,jose.madera@lpl.com,,Salesforce
160999,,andrej karol,,[Unknown],turtlak77@gmail.com,,
10954200,Inactive Investor,Nestor Amador De Gracia,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nestor.amador-de-gracia@jpmorgan.com,,Salesforce
10818924,Inactive Investor,Matthew Terrones,Financial Advisor,Edward Jones Orange CA 7510 E Chapman Ave,matthew.terrones@edwardjones.com,,Salesforce
10875545,Inactive Investor,Andrew Shimp,,"CapFinancial Securities, LLC. West Des Moines IA 5745 Raccoon River Dr",andrew.shimp@captrustadvisors.com,,Salesforce
11020075,Inactive Investor,Alana Bichutsky,Vice President,Citigroup Global Markets Inc.,,,Salesforce
10959997,Inactive Investor,Elizabeth Adelman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10984256,Inactive Investor,Khodeja Salam,,J.P. Morgan Securities LLC Orange CA 18511 E Chapman Ave,khodeja.x.rahman@chase.com,,Salesforce
12402,,Gregory McKinley,Senior Analyst,"Granite Point Capital Management, L.P.",gregory@granitepoint.com,1-617-587-7500,Database Upload
10810007,Inactive Investor,William Pettit,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,wpettit1@ft.newyorklife.com,,Salesforce
10488961,,Susan Allen,Financial Advisor,Edward Jones Frisco TX 8765 Stockard Dr,sdallen23@yahoo.com,972-335-3087,List Import
10603842,,Rajesh Menon,"Chief Executive Officer, Member, Regulatory Contact","Grandview Property Partners, LLC",menon@grandviewpartners.com,,List Import
220656,,Michael Reed,,[Unknown],michael@wireduphometheater.com,,Direct
333853,,Steven Boyd,Managing Member,Halyard Asset Management Llc,sboyd@halyardmgmt.com,914-437-5600,Manual List Upload
9642925,,Kenneth Munro,,,kryptoken@fastmail.fm,,List import
338204,,Douglas Swope,Managing Director,"Stillwater Capital Advisors, Llc",swope@stillwateradv.com,610-848-6760,Manual List Upload
10844461,Inactive Investor,Galand Thaxton,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,galand.thaxton.lck9@statefarm.com,,Salesforce
11089397,Inactive Investor,Eddie Cheng,Private Client Advisor,J.P. Morgan Securities LLC Denton TX 2805 W University Dr,eddie.cheng@jpmorgan.com,,Salesforce
11072955,Inactive Investor,Craig Gonzaga,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",craig.gonzaga@nm.com,,Salesforce
11086177,Inactive Investor,Jonathan Narbett,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",jonathan.narbett@valic.com,,Salesforce
10759247,Inactive Investor,Harold Maske,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,jim.maske@gs.com,,Salesforce
5931719,,Eugene Smith,,,btewoas@triots.com,,Web Form Fillout
10983908,Inactive Investor,Luke Corrigan,Chief Compliance Officer;President,"Wynne Capital Management, Incorporated",,,Salesforce
10868161,Inactive Investor,Lee Hurney,Financial Advisor,"Citizens Securities, Inc. Hudson NH 71 Lowell Rd",lee.hurney@citizenssecurities.com,,Salesforce
11132692,Inactive Investor,Joshua Kight,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",kight.josh@principal.com,,Salesforce
11098656,Inactive Investor,Diane Endo,Senior Client Associate,UBS Financial Services Inc. San Francisco CA 555 California St,diane.endo@ubs.com,,Salesforce
10932275,Inactive Investor,Regina Tucker,,PFS Investments Inc. Edison NJ 2015 State Rte 27,rtucker.ph325@primerica.com,,Salesforce
10954944,Inactive Investor,Samuel Hutchinson-Whetsel,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11116835,Inactive Investor,Barry Nightingale,,"Osaic Wealth, Inc. Colorado Springs CO 5265 N Academy Blvd",,,Salesforce
10831370,Inactive Investor,Brian Overton,Financial Advisor,Edward Jones Gretna NE 11844 Standing Stone Dr,brian.overton@edwardjones.com,,Salesforce
9604186,,Luan Tran,,,danndoye1@gmail.com,,List import
11064512,Inactive Investor,Benjamin Harrison,Financial Advisor,Edward Jones Chappaqua NY 26 S Greeley Ave,benjamin.harrison@edwardjones.com,,Salesforce
10924305,Inactive Investor,Terrel Eisert,Financial Advisor,The Retirement Guys Formula Cincinnati OH 2010 Madison Rd,,,Salesforce
11055780,Inactive Investor,William Baldwin,,"Crescent Securities Group, Inc.",,,Salesforce
10811880,Inactive Investor,Richard Fulton,Financial Advisor;Senior Vice President;Workplace Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,rick.fulton@morganstanley.com,,Salesforce
11181565,Inactive Investor,Derek Unice,,"Osaic Wealth, Inc. Orem UT 1327 S 800 E",,,Salesforce
10659477,,Pritesh Naik,,,naik.pritesh@chase.com,,List Import
11253991,Inactive Investor,John Rozynek,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11074658,Inactive Investor,Romeo Gonzalez,,"Farmers Financial Solutions, LLC Roma TX 1403 N Garcia St",rgonzalez1@farmersagent.com,,Salesforce
11153970,Inactive Investor,Stephanie Levin,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,stephanie.levin@morganstanley.com,,Salesforce
10784885,Inactive Investor,Melissa Herley,,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
11070503,Inactive Investor,Elliot Zyniewicz,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",elliot.zyniewicz@nm.com,,Salesforce
10945218,Inactive Investor,William Ferguson,,"Osaic Wealth, Inc. Cincinnati OH 8150 Corporate Park Dr",,,Salesforce
11019446,Inactive Investor,Michael O'Meara,,LPL Financial LLC Georgetown TX Private Residence,michael.omeara@lpl.com,,Salesforce
9620454,,Kenneth Ross,,,kross@eagle-capital.com,,List import
182487,,Dean Henzlik,,[Unknown],goodhealthagent@aol.com,,
10920429,Inactive Investor,Breanna Hansen,Financial Advisor,Edward Jones Muskegon MI 5916 Harvey St,breanna.hansen@edwardjones.com,,Salesforce
9595936,,Monica Blanco,,,mblanco@usfunds.com,,List import
11074305,Inactive Investor,Thomas Villalta,Chief Compliance Officer;Chief Investment Officer;Managing Partner;President,Austin 180 Advisory Group LLC,,,Salesforce
11076997,Inactive Investor,Taylor Heit,,Key Investment Services LLC,taylor.heit@key.com,,Salesforce
11196200,Inactive Investor,Sandy Chan,,UBS Financial Services Inc. San Francisco CA 555 California St,sandy.chan@ubs.com,,Salesforce
195015,,Paul Culbertson,,"Allworth Financial, L.p.",paul.culbertson@hansonmcclain.com,,
9579717,,James Menezes,,,james.menezes@voyafa.com,,List import
10940476,Inactive Investor,Amber Gooden,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,amber_gooden@vanguard.com,,Salesforce
10844113,Inactive Investor,Richard Samara,,LPL Financial LLC Morristown NJ 55 Madison Ave,richard.samara@lpl.com,,Salesforce
10806477,Inactive Investor,Domenique Buhagiar,,Morgan Stanley South Jordan UT 680 W 10000 S,domenique.buhagiar@morganstanley.com,,Salesforce
4164459,,Dennis Keene,,,leasecrazy@yahoo.com,3129364026,Web Form Fillout
11090540,Inactive Investor,Derrick Robinson,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,drobinson06@ft.newyorklife.com,,Salesforce
10780656,Inactive Investor,Jennifer Solis,,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,jsolis@dadco.com,,Salesforce
341965,,Ning Jin,Management Committee Member,Viking Global Investors Lp,njin@vikingglobal.com,203-863-5000,Manual List Upload
176446,,Ryen Sherman,"Consultant, Segal Marco Advisors",[Unknown],rsherman@segalmarco.com, +1 212 251 5000,Database Upload
9591491,,Mark Paverman,,,mpaverman@calixtoglobal.com,,List import
10974020,Inactive Investor,Diana Kinkaid,,Edward Jones Van Alstyne TX Private Residence,,,Salesforce
9573960,,Paul Osborne,,,paulosborne33@gmail.com,,List import
11114501,Inactive Investor,Martin Ercoline,,Cetera Advisor Networks LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10998800,Inactive Investor,Jeffery Kline,,"Pruco Securities, LLC. Kansas City MO 170 English Landing Dr",cameron.kline@prudential.com,,Salesforce
11115726,Inactive Investor,Richard Frank,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10793705,Inactive Investor,Benjamin Bolt,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",benjamin.bolt@wellsfargoadvisors.com,,Salesforce
223602,,a a,,[Unknown],aalzaid7@gmail.com,,Direct
11159509,Inactive Investor,James Zundel,Chief Compliance Officer;Founding Partner;Managing Member,Coign Capital Advisors LLC,matt@coigncapital.com,,Salesforce
11000797,Inactive Investor,Craig Slepikas,,MWA Financial Services Inc. Huron SD 690 21st St SW,craig.a.slepikas@mwarep.org,,Salesforce
9573458,,Brian Feldman,,,bfeldman@12westcap.com,,List import
10948776,Inactive Investor,Thomas Boyd,Investment Advisor Representative,"Decker Wealth Management, LLC",,,Salesforce
11197815,Inactive Investor,Henry Corcoran,Client Service Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",henry.corcoran@raymondjames.com,,Salesforce
248251,,Onome Ohwovoriole,Analyst,Money Africa,onome@themoneyafrica.com,,Manual List Upload
11194897,Inactive Investor,Conley Menard,,Cetera Advisor Networks LLC Baton Rouge LA 9191 Siegen Ln,,,Salesforce
11204582,Inactive Investor,Wells King,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",wells.king@nm.com,,Salesforce
11027867,Inactive Investor,Scott Comeau,Chief Compliance Officer;Senior Manager,"BCU Wealth Advisors, LLC",scott.comeau@bcu.org,,Salesforce
11236680,Inactive Investor,Justin Long,Founder;Lead Advisor,"Diazo, LLC",justin.long@diazowealth.com,,Salesforce
11162168,Inactive Investor,Charles White,Regional Director;Senior Vice President,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",,,Salesforce
46172,,Michael Gerken,Wealth Advisor,Thrivent Investment Management Inc.,michael.gerken@thrivent.com,828-465-3222,
10898110,Inactive Investor,Frank Yeilding,,"Concourse Financial Group Securities, Inc. Birmingham AL 4628 Pine Mountain Rd",frank.yeilding@concoursefinancial.com,,Salesforce
164516,,Sonny Fisher,,[Unknown],sonny@forus.co.za,,Organic Search
10979261,Inactive Investor,Brian Souders,Financial Planner,Sterling Retirement Group of Sacramento,brian@sterlingretire.com,,Salesforce
9617166,,Jonathan Shub,,,shublaw@gmail.com,,List import
10963752,Inactive Investor,Justin Rucci,Lead Advisor;Wealth Advisor,"Warren Street Wealth Advisors, LLC",justin@warrenstreetwealth.com,,Salesforce
10977387,Inactive Investor,Darrien Gaines,,"Pensionmark Securities, LLC",,,Salesforce
9628939,,Kieran Dickinson,,,kieranesq@outloo.com,,List import
10979084,Inactive Investor,O'Neil Gilliam,,"Empower Financial Services, Inc Columbia SC 200 Arbor Lake Dr",,,Salesforce
10617254,,Scott Segobiano,,,scott.segobiano@edwardjones.com,,List Import
374724,,John Greer,Investment Strategist,"Total Investment Management, Inc.",john.greer@timgt.com,480-998-5735,Salesforce
10903683,Inactive Investor,Aaron Rowsey,Vice President,"Lighthouse Wealth Management, Inc.",arowsey@lightwealth.com,,Salesforce
149603,,Philip Obbers,,[Unknown],philipobbers@msn.com,,Webinar
9598760,,Naim Boubziz,,,contact@brutal-trade.io,,List import
10785412,Inactive Investor,Henri Moudi,Managing Director;Regulatory Contact,"Mission Creek Capital Partners, Inc.",henri.moudi@missioncreekcap.com,,Salesforce
11230466,Inactive Investor,Robert Brickey,Financial Advisor,"Pruco Securities, LLC. High Point NC 1301 Eastchester Dr",,,Salesforce
10871254,Inactive Investor,Nathan Ollish,,Cetera Advisors LLC Cuyahoga Falls OH 2006 4th St,,,Salesforce
10787076,Inactive Investor,Richard Gabriele,Senior Supervision Officer;Vice President,Neuberger Berman BD LLC,richard.gabriele@nb.com,,Salesforce
10964756,Inactive Investor,Robert Daughtry,Financial Advisor,"VALIC Financial Advisors, Inc. Macon GA 125 Plantation Centre Dr S",robert.daughtry@valic.com,,Salesforce
11157466,Inactive Investor,Steven Sax,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",steven_sax@ml.com,,Salesforce
11078269,Inactive Investor,Eric Gabriel Diaz,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",eric.s.diaz@nm.com,,Salesforce
10999058,Inactive Investor,Taleana Peterson,Associate Financial Advisor,Edward Jones Hoquiam WA 717 Levee St,taleana.peterson@edwardjones.com,,Salesforce
10949231,Inactive Investor,Ella Winters,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ella.winters@jpmorgan.com,,Salesforce
10996363,Inactive Investor,Maya Awada,,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,maya.awada@jpmorgan.com,,Salesforce
10816129,Inactive Investor,Reed Hughes,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",reed.hughes@ml.com,,Salesforce
10937925,Inactive Investor,Justin Weible,Private Client Advisor,J.P. Morgan Securities LLC Rehoboth Beach DE 19068 Coastal Hwy,justin.weible@jpmorgan.com,,Salesforce
10885645,Inactive Investor,Zachary Evock,Financial Advisor,"Ameriprise Financial Services, LLC Du Bois PA 614 Liberty Blvd",zachary.evock@ampf.com,,Salesforce
11236755,Inactive Investor,Michael Younkman,Chief Investment Officer,"Ankerstar Wealth, LLC",mike@ankerstarwealth.com,,Salesforce
10612086,,Steven Evanchik,"Financial Advisor, First Vice President",,steve.evanchik@morganstanley.com,,List Import
184392,,Archita Bhansali,,[Unknown],archbhansali@gmail.com,,source
11099159,Inactive Investor,Kayelani McVey Galvan,Financial Advisor;Financial Planning Specialist,Morgan Stanley Stillwater MN 270 Main St N,kayelani.mcvey@morganstanley.com,,Salesforce
11032660,Inactive Investor,Roger Quintin,Financial Advisor,"Equitable Advisors, LLC Warwick RI 2348 Post Rd",roger.quintin@equitable.com,,Salesforce
11147680,Inactive Investor,William Moran,,"First Command Brokerage Services, Inc. Watertown NY 215 Washington St",wjmoran@firstcommand.com,,Salesforce
229813,, -,,[[Unknown]],vinc.colin16@gmail.com,,Organic Search
11109109,Inactive Investor,Roy Greer,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,roy.greer@primerica.com,,Salesforce
9605199,,John Polinski,,,jpolinski@federatedinv.com,,List import
10818472,Inactive Investor,Melvin Johnson,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,melvin.johnson.lclv@statefarm.com,,Salesforce
9570319,,Philip Hilal,,,hilal@clearfieldcap.com,,List import
11238449,Inactive Investor,Mark Mccullough,,"Warburton Capital Management, LLC",mark.mccullough@warburtoncapital.com,,Salesforce
11172782,Inactive Investor,Ralph Froelich,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ralph_froelich@vanguard.com,,Salesforce
11182994,Inactive Investor,Steven Curry,Investment Strategist;Vice President,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",scurry@bokf.com,,Salesforce
11132689,Inactive Investor,Richard Newland,Senior Financial Representative,"Principal Securities, Inc. Houston TX 1900 West Loop S",newland.richard@principal.com,,Salesforce
11203425,Inactive Investor,My Ton,Wealth Advisor,Intrua Financial Wichita Falls TX Private Residence,myton@intrua.com,,Salesforce
10510142,,Barry Federici,Founder/Owner,"Family First Wealth Management, LLC",barry@familyfirstwealthmanagement.com,,List Import
11055744,Inactive Investor,Nicole Sczesny,,USA Financial Securities LLC,,,Salesforce
5230083,,Pedro Santos,,,ps98henrique@gmail.com,,
9621728,,michael wickert,,,mwickert@uol.com.br,,List import
9639426,,Greg Ayers,,,greg.ayers@heb.com,,List import
11091315,Inactive Investor,Grace Schreiber,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11186218,Inactive Investor,Joseph Rahtelli,Senior Vice President,PFS Investments Inc. Milford CT 60 Wellington Rd,joseph.rahtelli@primerica.com,,Salesforce
10861962,Inactive Investor,Bruce Graham,,"CapFinancial Securities, LLC. Greenwich CT 83 Mason St",bruce.graham@captrustadvisors.com,,Salesforce
11000266,Inactive Investor,Salvador Valdovinos,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,svaldovinos@ft.newyorklife.com,,Salesforce
11199177,Inactive Investor,Kelsey Ponesse,Wealth Planning Advisor,"Marshall & Sterling Wealth Advisors, Inc.",kponesse@ms-wealth.com,,Salesforce
10828991,Inactive Investor,Anthony Butorac,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11014653,Inactive Investor,Jacoby Clarke,,Edward Jones Friendswood TX 1309 W Parkwood Ave,,,Salesforce
11025344,Inactive Investor,Harold Sullivan,,"MML Investors Services, LLC Manchester NH 814 Elm St",hsullivan@financialguide.com,,Salesforce
248103,,C Lin,,[Unknown],jame@g.com,,Direct
10906060,Inactive Investor,Melissa Viviano,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9567318,,John Lafemina,,,lafem49@gmail.com,,List import
10993900,Inactive Investor,Shreyang Vaidya,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,svaidya@ft.newyorklife.com,,Salesforce
10792175,Inactive Investor,Gordon Shuler,Vice President;Wealth Advisor,"Index Fund Advisors, Inc.",gordon@ifa.com,,Salesforce
10928585,Inactive Investor,Edward Yes,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,edward.true@primerica.com,,Salesforce
10837046,Inactive Investor,Gregg Lazarescu,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",gregg.lazarescu@wellsfargoadvisors.com,,Salesforce
10889059,Inactive Investor,Stuart Hawver,Managing Member,"Stu Hawver, CFA, MBA, LLC",,,Salesforce
10762494,Inactive Investor,Robert Matson,Principal;Registered Principal,LPL Financial LLC Millis MA 333 Orchard St,robert.matson@lpl.com,,Salesforce
9647506,,Robert Craft,,,rcraft9@gmail.com,,List import
11098906,Inactive Investor,Amitha Harichandran,Chief Compliance Officer;Partner,"SB Capital Management, Inc.",amitha@singerburke.com,,Salesforce
11091466,Inactive Investor,John Cheung,,"Kestra Investment Services, LLC Danville CA 156 Diablo Rd",,,Salesforce
11089378,Inactive Investor,Brittany Whitmer,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,brittany.whitmer@jpmorgan.com,,Salesforce
10645655,,Nathaniel Evett,,,nathaniel.evett@53.com,,List Import
232355,, -,,[[Unknown]],hlandriscina@outlook.com,,
10832849,Inactive Investor,Matthew Meyer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",matthew.e.meyer@ml.com,,Salesforce
10772770,Inactive Investor,Robin Hodgskin,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Portland ME 100 Middle St,robin.hodgskin@morganstanley.com,,Salesforce
11171172,Inactive Investor,Steve Coring,,PFS Investments Inc. Springfield MO 1911 S National Ave,steve.coring@primerica.com,,Salesforce
10959803,Inactive Investor,Kevin Small,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
21627,,Joanna Arras,Principal,"Baird Capital Partners, LP. (US).",jarras@rwbaird.com,1-312-609-2555,Database Upload
11128553,Inactive Investor,Sherlene Lopez,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,sherlene_lopez@vanguard.com,,Salesforce
10989945,Inactive Investor,Kristine Sullivan,,"IFP Securities, LLC Watertown NY 146 Arsenal St",,,Salesforce
9568052,,Libby Ricciardi,,,lricciardi@commonwealth.com,,List import
10878595,Inactive Investor,Kim George,Financial Advisor;Vice President,Commonwealth Financial Network Warwick RI 300 Metro Center Blvd,kgeorge@cfnmail.com,,Salesforce
10891456,Inactive Investor,Kenneth Trahan,Financial Professional,"Voya Financial Advisors, Inc. Metairie LA 2424 Edenborn Ave",kenneth.trahan@voyafa.com,,Salesforce
11006004,Inactive Investor,Winnie Lau,,First Manhattan Securities LLC,wlau@firstmanhattan.com,,Salesforce
9588676,,Marius Holzer,,,marius@parkview.ch,,List import
11200592,Inactive Investor,Lisa Lubar,Financial Advisor,Morgan Stanley Atlanta GA 5 Concourse Pkwy,lisa.lubar@morganstanley.com,,Salesforce
11060448,Inactive Investor,Caleb Laurence,,"FBL Marketing Services, LLC Willmar MN 501 19th Ave SW",caleb.laurence@fblfinancial.com,,Salesforce
9613233,,Charles Sloan,,,csloan@ofallc.com,,List import
10931773,Inactive Investor,Maryjeanne Hunt,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,mhunt@ft.newyorklife.com,,Salesforce
10657868,,Andrew Hendrie,,,ahendrie@williamblair.com,,List Import
11054598,Inactive Investor,Andrew Bluestone,,"Ameritas Investment Company, LLC Ramsey NJ 50 Hart St",abluestone@ameritas.com,,Salesforce
10809179,Inactive Investor,Bruce Ballard,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",bruce.ballard@ml.com,,Salesforce
346277,,Sydney Mcconathy,"Managing Director, Head, Global Business Development",Manulife Investment Management Timberland And Agri,smcconathy@hnrg.com,617-747-1600,Manual List Upload
11090289,Inactive Investor,Craig Gesslein,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,craig_gesslein@vanguard.com,,Salesforce
9570469,,Kenneth Friedrich,,,kfriedrich@mtrmuni.com,,List import
11124308,Inactive Investor,Martin Trail,,"Northwestern Mutual Investment Services, LLC Moscow ID 408 S Jefferson St",martin.trail@nm.com,,Salesforce
11178214,Inactive Investor,Jennifer Mcelroy,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
11126407,Inactive Investor,Timothy Conway,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",mconway@hightoweradvisors.com,,Salesforce
121484,,Lindsay Bennear,Financial Advisor,Avantax Advisory Services,lindsay.carpenter@myavantax.com,814-534-4445,
11133407,Inactive Investor,James Campbell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,james.campbell@fmr.com,,Salesforce
11221127,,Adam Corder,,,adam.corder@wealthspire.com,,List Import
11042627,Inactive Investor,Joshua Alexander,,State Farm VP Management Corp. La Porte IN 111 Longwood Dr,,,Salesforce
11080682,Inactive Investor,Jeremy Smith,Financial Advisor;Managing Member;Regulatory Contact,"Seros Financial, LLC",jeremy@teamseros.com,,Salesforce
11084677,Inactive Investor,Erik Renga,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10880026,Inactive Investor,Chelsea Ruland,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,chelsea.woods@fidelity.com,,Salesforce
11089723,Inactive Investor,Michael Dinuzzo,Principal;Senior Vice President,"DiNuzzo Private Wealth, Inc.",mvdinuzzo@dinuzzo.com,,Salesforce
10951853,Inactive Investor,Jocelyn Hawkins,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,jocelyn.hawkins@fmr.com,,Salesforce
10860913,Inactive Investor,Christine Chew,,GWN Securities Inc. Orlando FL 539 N Mills Ave,,,Salesforce
11150082,Inactive Investor,Rasaan Moshesh,Financial Advisor,Edward Jones Encinitas CA 700 Garden View Ct,rasaan.moshesh@edwardjones.com,,Salesforce
10925529,Inactive Investor,Cydney Shapleigh,,"Osaic Institutions, Inc. Concord NH 89 N Main St",,,Salesforce
10923523,Inactive Investor,Sang Park,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10900538,Inactive Investor,Robert Thomas,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",rjthomas@ml.com,,Salesforce
9564346,,Nicholas Gray,,,ngray@sym.com,,List import
11173502,Inactive Investor,Andrew Tran,Sales Assistant,LPL Financial LLC Tampa FL 4890 W Kennedy Blvd,,,Salesforce
11195166,Inactive Investor,Daniel Scott,,"Apollon Wealth Management, LLC Springfield MO 4411 E State Hwy D",dan.scott@apollonwealth.com,,Salesforce
84535,,Geralyn Sullivan,"Financial Advisor, Managing Director, Vice President, Wealth Advisor",William Blair,gsullivan@williamblair.com,312-364-8644,
11130500,Inactive Investor,Amanda Meyers,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",amanda.meyers@bernstein.com,,Salesforce
10762329,Inactive Investor,Mark Sear,Financial Advisor;Managing Partner,Evoke Advisors,msear@evokeadvisors.com,,Salesforce
10822835,Inactive Investor,Mark Allert,Financial Associate,Thrivent Investment Management Inc.,mark.allert@thrivent.com,,Salesforce
11002212,Inactive Investor,Jose Maceira Montoya,,"W&S Brokerage Services, Inc. Hollywood FL 2901 SW 149th Ave",,,Salesforce
11029378,Inactive Investor,Hector Nolasco,,J.P. Morgan Securities LLC Oakland CA 3310 International Blvd,hector.nolasco@jpmorgan.com,,Salesforce
11132078,Inactive Investor,Lanyin Chwang,,"Transamerica Financial Advisors, Inc Alviso CA 2077 Gold St",lanyin.chwang@tfaconnect.com,,Salesforce
10866418,Inactive Investor,Tara Ambrose,Senior Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9545288,,John Dunphy,,,john@haussmannfinancial.com,,List import
10998024,Inactive Investor,Hanaa Zahran,,"U.S. Bancorp Investments, Inc. San Diego CA 4747 Executive Dr",,,Salesforce
10888393,Inactive Investor,Merid Amde,Chief Compliance Officer;Managing Member;Senior Vice President,"M.A. Global Investment Advisor, LLC",,,Salesforce
339100,,Tal Keinan,"Director, Member In The Investment Committee",Clarity Capital Kcps Ltd,tkeinan@claritycap.com,972-377-79000,Manual List Upload
10899337,Inactive Investor,James Ash,,"A.H. Williams & Company, Inc. Saint Charles MO Private Residence",,,Salesforce
11013958,Inactive Investor,Michael Marnell,,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",,,Salesforce
11183833,Inactive Investor,Daralyn Belote,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,daralyn.belote@fidelity.com,,Salesforce
10767105,Inactive Investor,Larry Richardson,Vice President - Investments,"Benjamin F. Edwards & Company, Inc.",larry.richardson@benjaminfedwards.com,,Salesforce
11202745,Inactive Investor,Mark Vorsatz,Chief Executive Officer;Managing Director,Andersen,mark.vorsatz@andersentax.com,,Salesforce
11260637,Inactive Investor,Te-Endevin Meng,,Evercore Group L.L.C.,,,Salesforce
10851769,Inactive Investor,Andrew Brown,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
10992152,Inactive Investor,Justin Parker,Team Lead - Advisor Services,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9585815,,Robert Capito,,,rcapito@royalaa.com,,List import
10827172,Inactive Investor,Laleen Doerrer,,First Liberties Financial,ldoerrer@firstlibertiesfinancial.com,,Salesforce
11188696,Inactive Investor,Carmela Michaels,Managing Director;Private Wealth Advisor,LPL Financial LLC Manchester Township NJ 2915 Ridgeway Rd,carmela.p.michaels@lpl.com,,Salesforce
196485,,Shahriar Ghasemipour Nikbin,,[Unknown],shahriyar_nikbin@yahoo.com,,source
9558302,,Burak Çolaaker,,,burak.colaker@windowslive.com,,List import
10962466,Inactive Investor,Celina Coffman,,"Independent Financial Group, LLC San Clemente CA 1520 N El Camino Real",,,Salesforce
10949052,Inactive Investor,Sean Hughes,,"Wealth Watch Advisors, Inc Schaumburg IL 1900 E Golf Rd",,,Salesforce
9629625,,John Smith,,,runemass305@gmail.com,,List import
10947386,Inactive Investor,Joseph Nored,Senior Compliance Officer,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",jfnored@ftbadvisors.com,,Salesforce
10970853,Inactive Investor,Thomas Asher,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,thomaseverettasher@primerica.com,,Salesforce
9609173,,Mahmood Reza,,,mahmoodreza23@hotmail.com,,List import
11204815,Inactive Investor,Daniel Walsh,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",daniel.p.walsh@nm.com,,Salesforce
9559276,,Stephen Distante,Chief Executive Officer,Vanderbilt Advisory Services,steve@vanderbiltsecurities.com,,List import
9542165,,Thomas Roberts,,,troberts@equalityam.com,,List import
11144251,Inactive Investor,Russell Jenkins,,PFS Investments Inc. Great Neck NY 185 Great Neck Rd,rjenkins.26ncr@primerica.com,,Salesforce
11018203,Inactive Investor,Charlotte Rice,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",charlotte.rice@ml.com,,Salesforce
11090416,Inactive Investor,Donna Patterson,Chief Compliance Officer;President,"Keystone Asset Management, Inc.",dpatterson@keyami.com,,Salesforce
224186,,Julie Shrieve,,Polychain,julie@polychain.capital,(415) 734-0900,
9553523,,D Y,,,dyzmeq@gmail.com,,List import
10830137,Inactive Investor,Richard Little,Financial Advisor;Financial Consultant,LPL Financial LLC Jermyn PA 645 Washington Ave,richard.little@lpl.com,,Salesforce
11143257,Inactive Investor,Christine Drea,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",christine.drea@prudential.com,,Salesforce
11100290,Inactive Investor,Max Umberger,,"Allstate Financial Services, LLC",maxumberger@allstate.com,,Salesforce
9581539,,Gregory Davis,,,greg.davis@rsmus.com,,List import
10820249,Inactive Investor,Jason Ellis,,Fidelity Brokerage Services LLC,,,Salesforce
9598132,,Kirk Dedenbach,,,kirk.dedenbach@plantemoran.com,,List import
10902278,Inactive Investor,Robert Gregory,Financial Advisor,Edward Jones Saint Louis MO 9859 Big Bend Blvd,,,Salesforce
11115728,Inactive Investor,Natasha Moses,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11031540,Inactive Investor,Dana Witkemper,,State Farm VP Management Corp. Greensburg IN 204 E 10th St,dana.witkemper.nh9x@statefarm.com,,Salesforce
10973593,Inactive Investor,Lily Arias,,"Allstate Financial Services, LLC San Antonio TX 10350 Bandera Rd",lilyarias@allstate.com,,Salesforce
11103976,Inactive Investor,Luis Vera,,LPL Financial LLC Williston FL 425 E Noble Ave,luis.vera@lpl.com,,Salesforce
11183526,Inactive Investor,Jeff Bynum,,"Coho Advisory Services, LLC Sandpoint ID 419 N 2nd Ave",,,Salesforce
174367,,xiaoyue zhang,,[Unknown],1912973279@qq.com,,Paid Social
11190501,Inactive Investor,Wade Reigle,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9552227,,Tracy Fu,,,tracy.fu@qvt.com,,List import
10956171,Inactive Investor,Matthew Chester,Chief Compliance Officer;Managing Director;Principal Advisor,Tableaux Wealth,matt@tableauxwealth.com,,Salesforce
34336,,Stephen Krajnak,,PNC Investments,stephen.krajnak@pnc.com,215-585-1166,
10776221,Inactive Investor,Eric Gauster,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Fort Myers FL 6700 Daniels Pkwy,eric.gauster@opco.com,,Salesforce
9558251,,Libra Chauncey,,,librachauncey@gmail.com,,List import
11004303,Inactive Investor,Lukesh Mangal,,"Allstate Financial Services, LLC Baldwin NY 914 Atlantic Ave",lukeshmangal@allstate.com,,Salesforce
11114599,Inactive Investor,Melody Bliss,Financial Advisor,"U.S. Bancorp Investments, Inc. Tacoma WA 7020 Pacific Ave",,,Salesforce
11036244,Inactive Investor,Patrick Taft,,"St. Bernard Financial Services, Inc. Greenbrier AR 155 S Broadview St",ptaft@stbernardfinancial.com,,Salesforce
11093067,Inactive Investor,Lesley Hakala,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,leslie.hakala.wz99@statefarm.com,,Salesforce
11170557,Inactive Investor,Charlie Sottoriva,Financial Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",csottoriva@financialguide.com,,Salesforce
9575147,,FRANK OWOBORODE,,,foborodey@gmail.com,,List import
9646049,,Kelley Suzuki,,,kelleysuzuki1@gmail.com,,List import
239887,,Thomas Farrer,,[Unknown],tfarrer@anexceptionallifefinancial.com,,Database Upload
11122909,Inactive Investor,Claire Kardesch,,Jefferies LLC,ckardesch@jefferies.com,,Salesforce
10930700,Inactive Investor,Franklyn Simmons,,Cetera Investment Services LLC Atlanta GA 2300 Windy Ridge Pkwy SE,franklyn.simmons@cetera.com,,Salesforce
9620399,,te cu,,,dkeai@foxmail.com,,List import
219204,,Cleveland Wilson,,[Unknown],wethree2004@gmail.com,,
9594149,,Rhonda Nicoll,,,rhonda.nicoll@esocapital.com,,List import
9623049,,Kathryn Shughart,,,kate.shughart@gmail.com,,List import
11206434,Inactive Investor,Kateleen Fiallo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10940243,Inactive Investor,David Cullen,Chief Compliance Officer;Chief Executive Officer;Founder;President,Evident Financial,david@evidentfinancial.com,,Salesforce
10957546,Inactive Investor,Leslie Matherly,,J.P. Morgan Securities LLC Bloomington IN 2642 E 3rd St,leslie.matherly@jpmorgan.com,,Salesforce
342350,,Alicia James,Partner,"Wall Advisors, Inc.",ajames@walltitus.com,863-683-0708,Manual List Upload
10773960,Inactive Investor,Mark Sindrich,,"Kestra Investment Services, LLC Denver CO 1490 S Pearl St",,,Salesforce
9643599,,? ?,,,19138188@qq.com,,List import
10918030,Inactive Investor,Jason Balogh,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",jason.balogh@nm.com,,Salesforce
171821,,Jill Ketron,,[Unknown],jketron@wscapital.com,,Other
11193276,Inactive Investor,John Beery,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Midland MI 3320 Ridgecrest Dr,jbeery@rwbaird.com,,Salesforce
9609618,,Angga Prawira,,,mannlichfuhrer@gmail.com,,List import
11032477,Inactive Investor,Jameson Buehler,Financial Advisor,"Osaic Wealth, Inc. Bismarck ND 419 Riverwood Dr",,,Salesforce
10950262,Inactive Investor,Douglas Geron,,LPL Financial LLC Summit NJ 54 Lenox Rd,doug.geron@lpl.com,,Salesforce
11186930,Inactive Investor,Robert Reynolds,Investment Advisor Representative,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,robert.reynolds@primerica.com,,Salesforce
10952822,Inactive Investor,Nicole Lithway,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,nicole.lithway@fmr.com,,Salesforce
10615366,,Mary Sullivan,"Financial Advisor, Financial Planning Specialist, Portfolio Management Director, Senior Vice President",,mary.sullivan@morganstanley.com,,List Import
11177252,Inactive Investor,Christian Del Giorgio,Financial Advisor,LPL Financial LLC Fountain Valley CA 18651 Brookhurst St,christian.del-giorgio@lpl.com,,Salesforce
10753393,Inactive Investor,Carol Brundieck,Investment Associate,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",carol.brundieck@rbc.com,,Salesforce
11007059,Inactive Investor,Judith Wiggins,,"Allstate Financial Services, LLC Friendswood TX 105 E Spreading Oaks Ave",judithwiggins@allstate.com,,Salesforce
342081,,Henrik Lundqvist,Chief Operating Officer,Iwc Investment Partners A/s,hl@iwc.dk, -12368,Manual List Upload
9599993,,Andrew Bell,,,d3lta-tx@protonmail.com,,List import
10685588,,Anup Shah,,,anup.net@gmail.com,,Web Form Fillout
348530,,Scott Fitzgerald,Chief Executive Officer,Sarofim Realty Advisers Llc,sfitzgerald@sraco.com,214-692-4200,Manual List Upload
10938783,Inactive Investor,Alanah Rodriguez,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 6393 Oak Tree Blvd",alanah.rodriguez@ampf.com,,Salesforce
10787842,Inactive Investor,David Wong,,"RBC Capital Markets, LLC",david.wong@rbc.com,,Salesforce
10993819,Inactive Investor,Tucker Grim,,"Robinhood Securities, LLC",tucker.grim@robinhood.com,,Salesforce
219413,,jongin park,,[Unknown],jipark10@gmail.com,,
10987996,Inactive Investor,Jacob Pulver,,"Kingswood Capital Partners, LLC",,,Salesforce
198122,,Hank Holland,Managing Partner,Pegasus Growth Capital,holland@pegasusgrowth.com,,
11000421,Inactive Investor,Mark Larson,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
10646998,,Benjamin Burrows,,,ben.burrows@raymondjames.com,,List Import
9559005,,Kaitlin meyer,,,ksmeyer10@gmail.com,,List import
9570580,,Charles Rini,,,crini@addisonclark.com,,List import
10993585,Inactive Investor,Huck Green,Financial Professional,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
9632306,,Robert Pattona,,,crazybob1233@gmail.com,,List import
334765,,Keith Jones,Officer,Pemberton Capital Advisors Llp,keith.jones@pembertonam.com,440-207-9939300,Manual List Upload
9617202,,Antonio Slaaf,,,antonio.slaaf@gmail.com,,List import
9558962,,edward Apacible,,,eja46@columbia.edu,,List import
10823663,Inactive Investor,Carolyn Raden,Chief Financial Officer;Chief Operating Officer;Principal;Vice President,"Kovitz Investment Group Partners, LLC Chicago IL 115 S la Salle St",craden@kovitz.com,,Salesforce
10644305,,Lauren Oakes,,,lauren.oakes@gs.com,,List Import
10900817,Inactive Investor,Jonathon Lauten,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,jonathon.lauten@primerica.com,,Salesforce
11141381,Inactive Investor,Rosemarie Marino,Managing Director,Hemisphere Partners LLC,,,Salesforce
9583490,,Lynn Hillyard,,,lynn@privatewealthsolutions.com,,List import
10980530,Inactive Investor,Jonathan Karp,,LPL Financial LLC Boca Raton FL 3837 NW Boca Raton Blvd,jonathan.karp@lpl.com,,Salesforce
350350,,Dennis Moore,,[Unknown],menace5379@bellsouth.net,,source
11173237,Inactive Investor,Suzanne Short,Financial Advisor,Edward Jones Cypress TX 13611 Skinner Rd,suzanne.short@edwardjones.com,,Salesforce
10799763,Inactive Investor,Dale Beed,Managing Director - Investments,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",dale.beed@wellsfargoadvisors.com,,Salesforce
9600674,,Ketal Patel,,,ketal21@gmail.com,,List import
10763593,Inactive Investor,Phillip Toews,Chief Executive Officer;President;Shareholder,Toews Asset Management New York NY 900 Broadway,phillip_toews@toewscorp.com,,Salesforce
10983962,Inactive Investor,Mario Sena,Wealth Advisor,Melissa Matson LLC,mario@mrsretirement.com,,Salesforce
10644872,,Nirmal Patel,,,nirmal.patel@jpmorgan.com,,List Import
11006078,Inactive Investor,Francisco Santiago Hernandez,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11014041,Inactive Investor,Joseph Bassich,,Key Investment Services LLC Sherwood OR 21327 SW Sherwood Blvd,joseph.bassich@key.com,,Salesforce
9542926,,Jayk Joul,,,jayk@mysticalinguist.net,,List import
10849012,Inactive Investor,Jeffrey Irle,,"Kestra Investment Services, LLC Marietta GA Private Residence",,,Salesforce
10947242,Inactive Investor,Peter Bates,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Greenside Capital Management LLC,peter.bates@greensidecapitalmanagement.com,,Salesforce
10923787,Inactive Investor,Edmund Feingold,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11071500,Inactive Investor,James Geraghty,Family Wealth Director;Managing Director;Private Wealth Advisor;Wealth Advisor,Morgan Stanley Boston MA 28 State St,james.geraghty1@morganstanley.com,,Salesforce
9639031,,Aaron Lally,,,alally@meketagroup.com,,List import
11097449,Inactive Investor,Carol Mayhart,Financial Consultant,"Nations Financial Group, Inc. Wayne PA 115 Bloomingdale Ave",cmayhart@nationsfg.com,,Salesforce
11164885,Inactive Investor,Nicholas Bullard,,"Allstate Financial Services, LLC Citrus Heights CA 7447 Antelope Rd",nickbullard@allstate.com,,Salesforce
10756057,Inactive Investor,Kristina DiGiacomo,Senior Registered Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,kristina.digiacomo@morganstanley.com,,Salesforce
10778176,Inactive Investor,Jack Greenagel,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jack.greenagel@schwab.com,,Salesforce
9564921,,James Hoffman,,,jhoffman@nationalsecurities.com,,List import
11037902,Inactive Investor,Carlton Marseille,,Key Investment Services LLC Orangeburg NY 65 Dutch Hill Rd,carlton.marseille@key.com,,Salesforce
10838842,Inactive Investor,Robert Lemmons,Director - Financial Planning;Member;Principal,"Total Wealth Planning, LLC",rlemmons@twpteam.com,,Salesforce
10662375,,Allan Peil,,,apeil@trifound.com,,List Import
11041865,Inactive Investor,Bobby Moss,Financial Advisor,LPL Financial LLC Rocky Mount NC 3048 Zebulon Rd,bobby.moss@lpl.com,,Salesforce
10832330,Inactive Investor,Todd Krempasky,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Delafield WI 440 Wells St",todd.krempasky@rbc.com,,Salesforce
9641766,,Mohammed Baba,,,mo.baba8@gmail.com,,List import
11144038,Inactive Investor,Kevin Benitez,,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,kbenitez@gwnsecurities.com,,Salesforce
11062441,Inactive Investor,Nicole Flores,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,nicole.tesoriero@ubs.com,,Salesforce
9604134,,JERRY MARKS,,,jerry@revivalparts.com,,List import
11080027,Inactive Investor,Sue Donovan,,LPL Financial LLC Clifton Park NY 5 Southside Dr,sue.donovan@lpl.com,,Salesforce
10790226,Inactive Investor,Michael Tartaglia,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",michael.tartaglia@wellsfargoadvisors.com,,Salesforce
10917581,Inactive Investor,Derek Cockrell,,LPL Financial LLC Ransom Canyon TX Private Residence,d.cockrell@lpl.com,,Salesforce
10510017,,Jessica Caruso,"Vice President, Head of Marketing - Chief Client Officer",TMX,jessica.caruso@tmx.com,,List Import
10960189,Inactive Investor,Michael Killigrew,Chief Compliance Officer;Manager;Managing Member,"Phase Three Capital, LLC",michael@phasethreecapital.com,,Salesforce
9600561,,Ariel Hurd,,,ariel@destinationwm.com,,List import
11071733,Inactive Investor,Karen Worrell,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",karen_worrell@ml.com,,Salesforce
10484569,,Todd Bayer,,,bayer216@aol.com,,Web Form Fillout
9602440,,Steve Caltagirone,,,scaltagirone@missionwealth.com,,List import
11188441,Inactive Investor,Ryan Kahn,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",ryan.kahn@nm.com,,Salesforce
11234127,Inactive Investor,Brittany Yourinson-Gaskill,,"Cambridge Investment Research, Inc. Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10887816,Inactive Investor,Hugh Parks,Financial Planner,"Envision Financial Planning, LLC",hank@envisionfptn.com,,Salesforce
333743,,Jim Greenwood,Financial Advisor,"Mbe Wealth Management, Llc",jim.greenwood@mbewealth.com,608-372-5521,Manual List Upload
10654070,,[Unknown],,,philippavlik@gmail.com,,List Import
11170502,Inactive Investor,Alycia Smelser,,"Empower Financial Services, Inc Sparks NV Private Residence",alycia.smelser@empower.com,,Salesforce
11008546,Inactive Investor,Sarah Page,,"Raymond James Financial Services, Inc. New Smyrna Beach FL 3314 S Atlantic Ave",sarah.page@raymondjames.com,,Salesforce
10965824,Inactive Investor,Kayla Gardner,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11134742,Inactive Investor,Brooke Lawrence,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11088387,Inactive Investor,Robin Burge,Senior Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10954462,Inactive Investor,Matthew Mongeau,,Brookfield Oaktree Wealth Solutions LLC,matthew.mongeau@brookfieldoaktree.com,,Salesforce
10968514,Inactive Investor,Michael Kolaghassi,,J.P. Morgan Securities LLC,,,Salesforce
11130172,Inactive Investor,Scott English,,Commonwealth Financial Network Utica NY 2714 Genesee St,senglish@commonwealth.com,,Salesforce
10775797,Inactive Investor,Daniel Petro,Financial Advisor;Senior Financial Associate,"RBC Capital Markets, LLC Bel Air MD 112 S Hays St",daniel.petro@rbc.com,,Salesforce
11205145,Inactive Investor,Christian Higgins,,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,chiggins@rockco.com,,Salesforce
9547803,,Stephen Philliber,,,steve@wpigadvisors.com,,List import
11073143,Inactive Investor,Jana Lockhart,Wealth Advisor,Wealthcare Advisory Partners LLC Chico CA 669 Palmetto Ave,,,Salesforce
9647711,,Afshin Shahinpouri,,,hawkshahin@yahoo.com,,List import
11051891,Inactive Investor,Joshua Schmalz,Financial Advisor;Vice President,"Founders Financial Alliance, LLC Wheeling WV 1320 National Rd",joshua.schmalz@foundersfa.com,,Salesforce
11162867,Inactive Investor,Robert Wells,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
10981880,Inactive Investor,Branden Faircloth,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10766919,Inactive Investor,Mark Lopez,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,mark.lopez@ubs.com,,Salesforce
9639907,,Jackie Moczygemba,,,jackie@ewinghalsell.org,,List import
9587766,,Christopher Stein,,,chris.stein@voya.com,,List import
10645958,,David Houser,,,dhouser@lincolninternational.com,,List Import
11098904,Inactive Investor,Nicholas Navarre,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments,,,Salesforce
351752,,Gerry Boylan,Managing Director,"Long Point Capital, Inc",gboylan@longpointcapital.com,212-593-1800,Manual List Upload
10800645,Inactive Investor,James Kiely,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",jay_kiely@ml.com,,Salesforce
11049584,Inactive Investor,Greg Ashihara,Chief Compliance Officer;Managing Principal,"Lucid Advisors, Inc.",gashihara@lucidadvisorsinc.com,,Salesforce
9596179,,Rajin Joshi,,,rajinjoshi@gmail.com,,List import
5197896,,TOMASZ KORBUT,,,tomekkorbut@gmail.com,,Web Form Fillout
10929086,Inactive Investor,Anna Keefe,,William Blair,akeefe@williamblair.com,,Salesforce
9640470,,Tomoyuki Yanai,,,tyanai@hcax.com,,List import
10612691,,Gary Miller,Financial Advisor,,g.miller@lpl.com,,List Import
9571550,,Hooman Motahari,,,hoomimt@yahoo.com,,List import
10815179,Inactive Investor,Marcia Daniel-Baron,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",,,Salesforce
9552116,,Kabir Singh,,,kabir@sachemhead.com,,List import
11187587,Inactive Investor,Lawrence Wagner,,Citigroup Global Markets Inc. Danville CA 3400 Camino Tassajara,lawrence.r.wagner@citigroup.com,,Salesforce
11191005,Inactive Investor,Brian Redders,Managing Member;Principal,Genex Consulting,brian@genexfinancial.com,,Salesforce
336106,,Mary Hellman,Client Relationship Lead,"Buckingham Strategic Partners, Llc",mchellman@bamadvisor.com,314-725-0455,Manual List Upload
10872844,Inactive Investor,Burton Baker,Analyst;Member;Portfolio Manager,"Baker Asset Management, LLC",,,Salesforce
11153948,Inactive Investor,Nicolas Tavormina,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10776668,Inactive Investor,John Lynch,,"Raymond James Financial Services, Inc. Brookhaven MS 208 S Whitworth Ave",john.lynch@raymondjames.com,,Salesforce
9552077,,Shubin Jha,,,sj@southpawasset.com,,List import
208487,,Guan Hock Khoo,,[Unknown],malau123@hotmail.com,,
10835506,Inactive Investor,David Prilliman,Chief Compliance Officer;President,"Professional Investment Counsel, Inc",,,Salesforce
11072917,Inactive Investor,Kathleen Waagner,,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",kate.waagner@nm.com,,Salesforce
11001857,Inactive Investor,Christopher Cybulski,Financial Planner,"Osaic FS, Inc. Houston TX 4848 Loop Central Dr",,,Salesforce
11098576,Inactive Investor,Erik Pena,,PFS Investments Inc. Astoria NY 3112 24th Ave,erikdervypena@primerica.com,,Salesforce
9644059,,Nikhil Sharma,,,sharmanikhil1622001@gmail.com,,List import
10834592,Inactive Investor,Dianne Lynch,,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",dianne.lynch@ampf.com,,Salesforce
349832,,Aubrey Ramey,Chief Operating Officer,Clarify Wealth Management,aubrey@clarifywealth.com,513-381-0001,Manual List Upload
11041524,Inactive Investor,Sara Parker,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,sara.gerhart@jpmorgan.com,,Salesforce
11032204,Inactive Investor,Cameron Foster,Executive Vice President;Managing Member;Partner,"Riggs Capital Management, LLC",,,Salesforce
10457359,,Craig Klawuhn,,,herbzone@gmail.com,,Web Form Fillout
10922598,Inactive Investor,Alise Jablonsky,Client Service Manager,"Ameriprise Financial Services, LLC Minocqua WI 9800 State Hwy 70",alise.jablonsky@ampf.com,,Salesforce
10952364,Inactive Investor,Stephanie Prawd,,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",stephanie.prawd@raymondjames.com,,Salesforce
10950874,Inactive Investor,Michael Calise,,Fidelity Brokerage Services LLC,,,Salesforce
10659374,,Belinda Rosenberger,,,belinda.rosenberger@jpmorgan.com,,List Import
10666148,,Daniel Braganza,,,daniel@next5ventures.com,,Web Form Fillout
10859211,Inactive Investor,Matthew Clark,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",matthew.i.clark@ml.com,,Salesforce
351418,,Eric Anderson,"Managing Director, Head Of Distribution","Angel Oak Capital Advisors, Llc",eric.anderson@angeloakfunds.com,404-953-4900,Manual List Upload
10848380,Inactive Investor,Christian Hunt,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",christian.hunt@wellsfargoadvisors.com,,Salesforce
218876,,Barry Middleton,,[Unknown],bjkkm1515@gmail.com,,Paid Search
10965516,Inactive Investor,Andrew Sherman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",,,Salesforce
9579422,,Timothy Schoen,,,tschoen@paradigmci.com,,List import
10778935,Inactive Investor,David Boliver,Branch Manager,"Wells Fargo Advisors Financial Network, LLC Bohemia NY 630 Johnson Ave",d.boliver@wfafinet.com,,Salesforce
10695921,,Sreyansh Jain,,Axioma by SimCorp,sreyansh.jain@simcorp.com,,List Import
9571481,,Ivan -,,,ic_ivanchan@hotmail.com,,List import
345766,,Karen Hansen,General Counsel,Iii Capital Management,karen.hansen@avmltd.com,561-544-4400,Manual List Upload
11009577,Inactive Investor,Christopher Limas,,"Equitable Advisors, LLC Brownsville TX 1728 Boca Chica Blvd",christopher.limas@equitable.com,,Salesforce
10842254,Inactive Investor,Andrew Silver,Financial Advisor,Fragasso Financial Advisors Canonsburg PA 3402 Washington Rd,asilver@fragassoadvisors.com,,Salesforce
10890404,Inactive Investor,Matthew Wiseman,Financial Advisor,Edward Jones Memphis TN 5050 Poplar Ave,matt.wiseman@edwardjones.com,,Salesforce
11070131,Inactive Investor,Benjamin Roberts,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
11097861,Inactive Investor,Bryce Chastain,Director - Tax;Financial Advisor,CFO4Life,bryce.chastain@mycfo4life.com,,Salesforce
10969692,Inactive Investor,Seth Bryant,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,seth.bryant@fmr.com,,Salesforce
10848628,Inactive Investor,Mia Mitchell,,"Mesirow Financial, Inc.",,,Salesforce
9645496,,Malik Workman,,,malikworkman@gmail.com,,List import
11011120,Inactive Investor,Martin Sanchez,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,,,Salesforce
11140073,Inactive Investor,Victor Avila,,Citigroup Global Markets Inc. Placentia CA 1300 N Kraemer Blvd,,,Salesforce
10969759,Inactive Investor,Christopher Csenge,Wealth Advisor,"Csenge Advisory Group, LLC",,,Salesforce
11031564,Inactive Investor,Jazmin Zikri,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",jazmin.zikri@nm.com,,Salesforce
9562277,,"Michael Allan McCrae, MBA CMA",,,mmccrae@kitco.com,,List import
10790880,Inactive Investor,Curtis Ford,Investment Advisor Representative;Managing Member;Wealth Advisor,"Wisdom Financial Services, L.L.C.",cford@wisdomfinancial.net,,Salesforce
9548198,,David Hernandez,,,dvdhrnn@gmail.com,,List import
11260081,Inactive Investor,Lauren Kotras,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
11112432,Inactive Investor,Karen Cole,,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10849479,Inactive Investor,Edward Drake,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",edward.drake@wellsfargoadvisors.com,,Salesforce
10877311,Inactive Investor,Alyssa Reburn,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
222671,,Riki Terada,,[Unknown],riki.terada@gmail.com,,
10819719,Inactive Investor,Samantha Hedberg,Regional Vice President,PFS Investments Inc. Westminster CO 8671 Wolff Ct,samantha.hedberg@primerica.com,,Salesforce
10951114,Inactive Investor,Jennifer Pietka,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,,,Salesforce
11219227,,David Karachuk,,,david.karachuk@lpl.com,,Other
10768489,Inactive Investor,Philip Schuyler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11114393,Inactive Investor,Janaina Ribeiro,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",janaina.ribeiro@ml.com,,Salesforce
11098332,Inactive Investor,Alejandro Villicana,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",alex.villicana@usbank.com,,Salesforce
9619315,,Aaron Uhl,,,auhl@chrysalisim.com,,List import
10885036,Inactive Investor,Jonathan Helton,Senior Wealth Management Advisor,"T2 Asset Management, LLC",,,Salesforce
11018003,Inactive Investor,Tinja Anderson,Financial Strategist,"MML Investors Services, LLC Houston TX 1200 Post Oak Blvd",tinja@financialguide.com,,Salesforce
10791526,Inactive Investor,John Pavelka,Private Wealth Advisor,"Ameriprise Financial Services, LLC Davenport IA 4840 Utica Ridge Rd",john.pavelka@ampf.com,,Salesforce
11096227,Inactive Investor,Ryan Hsu,,"Equitable Advisors, LLC San Marino CA 2371 Cumberland Rd",ryan.hsu@equitable.com,,Salesforce
9546880,,Andrew Curto,,,acurto@firstrepublic.com,,List import
4907658,,Dany Lütolf,,,dany.luetolf@hispeed.ch,,Web Form Fillout
10952884,Inactive Investor,Ethan Coe,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",,,Salesforce
11232600,Inactive Investor,Mandie Roark,,"Empower Financial Services, Inc",mandie.roark@empower.com,,Salesforce
10488172,,Robert Smith,"Director - Alternative Investments, Director - Senior Portfolio Management, Financial Advisor, Managing Director - Wealth Manage",Morgan Stanley,scot.smith@morganstanley.com,,List Import
10755820,Inactive Investor,Irving Hernandez,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
9593033,,Lisa Morris,,,lisa.morris@valentiwealthmanagement.com,,List import
232966,, -,,[[Unknown]],mehaks@my.ofs.edu.sg,,Organic Search
9646004,,Sonny Chan,,,boston2ct@hotmail.com,,List import
11203610,Inactive Investor,Kelley Schubert,President,"Schubert & Company, Inc.",kelley@schubertandcompany.com,,Salesforce
11187799,Inactive Investor,Conor O'Neill,,Morgan Stanley,,,Salesforce
321958,,Selena Chen,Managing Director,Swarthmore Consulting LLC,selenachen8@gmail.com,,Manual List Upload
10881129,Inactive Investor,Jason Farler,Portfolio Manager;Principal;Senior Managing Director,"Johnson Investment Counsel, Inc.",jfarler@johnsoninv.com,,Salesforce
11116673,Inactive Investor,Jenny Foley,,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",jenny.foley@stifel.com,,Salesforce
10841777,Inactive Investor,Michael Bogue,Branch Operations Manager;Financial Advisor,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",michael.bogue@raymondjames.com,,Salesforce
343348,, -,,[[Unknown]],shale2@cogeco.ca,,
10897747,Inactive Investor,Andres Preciado,,"U.S. Bancorp Investments, Inc. Carlsbad CA 770 Carlsbad Village Dr",andres.preciado@usbank.com,,Salesforce
10964391,Inactive Investor,Tina Larsson,Chief Executive Officer;Chief Investment Officer;Member,"Pendo, LLC New York NY 100 Park Ave",tinalarsson@pendollc.com,,Salesforce
10896150,Inactive Investor,Luke Oneill,Director;Director - Investments;Portfolio Manager,Cookson Peirce Wealth Management,ljo@cooksonpeirce.com,,Salesforce
10873564,Inactive Investor,Charles Campbell,Financial Advisor,LPL Financial LLC Stillwater OK 424 S Squires Landing Blvd,,,Salesforce
10961965,Inactive Investor,Christopher Ryan,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,,,Salesforce
341653,,Arthur Goldsmith,Svp,The Strategic Financial Alliance,agoldsmith@thesfa.net,678-954-4000,Manual List Upload
1003893,Inactive Investor,Eric Poh,,Eric Poh,bikerscout99@gmail.com, +65 96611329,
11026487,Inactive Investor,Kaelyn Swafford,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10852974,Inactive Investor,Karen Coffin,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 3200 Main St NW",karencoffin@wellsfargoadvisors.com,,Salesforce
11202592,Inactive Investor,Stevan Vaughan,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Operations Officer;Investment Advisor;President,"Financial Counseling, Inc.",steve.vaughan@fincounsel.com,,Salesforce
11039311,Inactive Investor,Henry Cruz,,"Allstate Financial Services, LLC San Francisco CA 447 Sutter St",henrycruz@allstate.com,,Salesforce
10904533,Inactive Investor,Kelsey Spalding,Registered Associate,Morgan Stanley Denver CO 1550 Market St,kelsey.chestnut@morganstanleypwm.com,,Salesforce
10802160,Inactive Investor,Stephen Owen,Senior Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",steve.owen@rbc.com,,Salesforce
10794150,Inactive Investor,Jason Sgrignoli,,"Raymond James Financial Services, Inc. Upland CA 2377 W Foothill Blvd",jason.sgrignoli@raymondjames.com,,Salesforce
11260451,Inactive Investor,Guillaume Carlesso,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
11151620,Inactive Investor,Theodore Paprocki,,"CUSO Financial Services, L.P. Silvis IL 930 17th Ave",tpaprocki@cusonet.com,,Salesforce
11085002,Inactive Investor,Benjamin Graham,Portfolio Analyst,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11230423,Inactive Investor,Jake Scaldaferri,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jbscaldaferr@ft.newyorklife.com,,Salesforce
231114,, -,,[[Unknown]],texasbitcoin.com@gmail.com,,
11065371,Inactive Investor,Kelly Schluckebier,Assistant Vice President;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Owosso MI 1865 E M 21",kelly.schluckebier@stifel.com,,Salesforce
10860361,Inactive Investor,Robert Smith,Investment Analyst;Member;Partner;Portfolio Manager,C & J Wealth Advisors,,,Salesforce
10948788,Inactive Investor,Mark Minarik,,Dynamic Wealth Advisors Idaho Falls ID 3340 Merlin Dr,mminarik@dynamicwealthadvisors.com,,Salesforce
11065594,Inactive Investor,Eduardo Cadenas,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
90788,,Dylan Hanson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",dylan.hanson@transamerica.com,262-783-4000,
10931967,Inactive Investor,Shannon Fortune,,State Farm VP Management Corp. Fairbanks AK 330 Old Steese Hwy,shannon.fortune.m5yf@statefarm.com,,Salesforce
48022,,Nora Dudash,"Assistant Vice President, Branch Operations Manager",IHT Wealth Management LLC,nora.dudash@ihtwm.com,630-560-3667,
11112321,Inactive Investor,Mary Sachariah,,J.P. Morgan Securities LLC Vernon NJ 550 County Rte 515,mary.sachariah@jpmorgan.com,,Salesforce
11025016,Inactive Investor,Robert Jones,,State Farm VP Management Corp. Thomasville AL 32850 Hwy 43,larryjones@statefarm.com,,Salesforce
9614702,,Xander Berry,,,xander.berry13@gmail.com,,List import
9587601,,David Melsheimer,,,dmelsheimer@nsprivateam.com,,List import
9595786,,John Mitchell,,,jmitchell@mvtinvest.com,,List import
10848402,Inactive Investor,David Galardini,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Canonsburg PA 2400 Ansys Dr",david.galardini@rbc.com,,Salesforce
337639,,Solomon Reeves,Managing Member,Fortune 360 Group Llc,solomon@fortune360group.com,954-800-5500,Manual List Upload
216222,,Aaron Rafferty,,[Unknown],aaron@rfcapital.io,,Event
11039404,Inactive Investor,Kelly Daly,,"Allstate Financial Services, LLC",kellydaly@allstate.com,,Salesforce
10619324,,Stephen Meskan,,,stephen.meskan@clsecurities.com,,List Import
11041090,Inactive Investor,Jadelynn Laughlin,,Vanguard Marketing Corporation,jadelynn_laughlin@vanguard.com,,Salesforce
10988944,Inactive Investor,Brian Libby,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brian_libby@vanguard.com,,Salesforce
9611931,,Michelle Lutein,,,mlutein@matrixpcg.com,,List import
334149,,Timothy Pratt,Managing Member,Paladin Wealth Partners,tpratt@paladinwp.com,515-348-6080,Manual List Upload
11055636,Inactive Investor,Supawat Thongthip,,"RBC Capital Markets, LLC",,,Salesforce
213626,,Patrick SIZEMORE,,[[Unknown]],pats@swm.com,,Direct
10859303,Inactive Investor,Roger Abel,Financial Advisor,LPL Financial LLC Cedar Rapids IA 3600 1st Ave NE,roger.abel@lpl.com,,Salesforce
10787012,Inactive Investor,Christina Larsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,christina.kendall@fidelity.com,,Salesforce
10760620,Inactive Investor,Eric Walker,Director - Business Strategy;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,eric.s.walker@morganstanley.com,,Salesforce
9588437,,Robyn Messer,,,robyn@jlbainbridge.com,,List import
11179094,Inactive Investor,Piyush Kamra,,J.P. Morgan Securities LLC Wheeling IL 253 E Dundee Rd,piyush.kamra@chase.com,,Salesforce
10814859,Inactive Investor,Lawrence Leitch,Chief Executive Officer;Managing Member;Regulatory Contact,SFG Wealth Management,lleitch@sfgmd.com,,Salesforce
10902043,Inactive Investor,Kelly Shield,,"Fifth Third Securities, Inc. Dallas TX 5400 Lyndon B Johnson Fwy",kelly.shield@53.com,,Salesforce
9591871,,armin amini,,,pupet828@gmail.com,,List import
10934960,Inactive Investor,Vincent Cacciolo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brielle NJ 405 Union Ave",vincent.cacciolo@ml.com,,Salesforce
150137,,Cameron Harrison,,[Unknown],cameron08000@gmail.com,,Webinar
9575735,,Kingsley -,,,ele4gutsy@yahoo.com,,List import
1001611,Inactive Investor,Tony Kamin,President,Eastwood Investment Management,tk@eastwoodpartners.com, +1 847 242 9100,Database Upload
196297,,Guy Peel,,FSC Securities Corporation,davidpeel@fscadvisor.com,406-457-5474,
11218012,,Robert Sands,,,robert.sands@jpmorgan.com,,List Import
9629469,,Matt Ball,,,matthew.s.ball@gmail.com,,List import
11106508,Inactive Investor,Lauren Legband,Portfolio Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,lauren.birish@morganstanley.com,,Salesforce
10922228,Inactive Investor,Mark Minns,,PFS Investments Inc. Kent OH 4030 State Rte 43,mark.minns@primerica.com,,Salesforce
10824686,Inactive Investor,James Worrell,,LPL Financial LLC Providence RI 42 Weybosset St,james.worrell@lpl.com,,Salesforce
10790830,Inactive Investor,Thomas Robertson,Corporate Retirement Director;Director - Institutional Consulting;Financial Wellness Director;Institutional Consulting Director;,Morgan Stanley Columbus OH 41 S High St,thomas.g.robertson@morganstanley.com,,Salesforce
9626733,,Bernard hawks,,,mistresathena77@gmail.com,,List import
10988569,Inactive Investor,Sujeiry Mejia,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",,,Salesforce
11077465,Inactive Investor,Sheila Keator,,"Raymond James Financial Services, Inc. Lenox MA 218 Main St",sheila.keator@raymondjames.com,,Salesforce
9643432,,??? ?,,,530167992@qq.com,,List import
11132577,Inactive Investor,Daniel Goodall,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,Swift Run Capital Management,dg@swiftruncapital.com,,Salesforce
11123169,Inactive Investor,Xavier Pena,,"Allstate Financial Services, LLC San Antonio TX 11018 Culebra Rd",xavierpena@allstate.com,,Salesforce
11199770,Inactive Investor,Raymond Wuelling,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9571042,,Daniel McConvey,,,daniel.mcconvey@rossport.com,,List import
9581071,,david sloan,,,david_sloan_94086@yahoo.com,,List import
9560358,,Ahmet ayd?n,,,flyahmet@hotmail.com,,List import
11000855,Inactive Investor,Lauren Campbell,,Commonwealth Financial Network,,,Salesforce
10833565,Inactive Investor,Christopher Cabri,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwood SC 340 Main St",chris.cabri@wellsfargoadvisors.com,,Salesforce
10861279,Inactive Investor,Todd Bauman,,State Farm VP Management Corp. Walla Walla WA 1639 Isaacs Ave,,,Salesforce
10935669,Inactive Investor,Ronald Williams,,"Cambridge Investment Research, Inc. Columbia SC 1345 Garner Ln",,,Salesforce
9595308,,Philip Sarros,,,philsarros@gmail.com,,List import
11138774,Inactive Investor,Joseph Gravino,,"Raymond James Financial Services, Inc. Overland Park KS 9393 W 110th St",,,Salesforce
11120531,Inactive Investor,Vickie Pulley,Financial Planner,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",vpulley@financialguide.com,,Salesforce
10961928,Inactive Investor,Amanda Garcia,Client Service Specialist,"Ameriprise Financial Services, LLC San Antonio TX 3522 Paesanos Pkwy",amanda.garcia@ampf.com,,Salesforce
10658693,,Diana Ferrer,,,diana.ferrer@chase.com,,List Import
11197084,Inactive Investor,Federico Garza,Equity Partner;Partner,"Endeavor Advisors, LLC",,,Salesforce
9647724,,Meredith Shaw,,MS,Meredith.shaw@morganstanley.com,,List import
10920297,Inactive Investor,David Montes,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,david.montes@primerica.com,,Salesforce
11129082,Inactive Investor,Thomas Tyndorf,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",thomas.tyndorf@ml.com,,Salesforce
344602,,Brian Clouden,Vice President,Sgroi Wealth Advisory Group Llc,brianc@sgroifinancial.com,716-674-6700,Manual List Upload
10932317,Inactive Investor,Justin Vanspronsen,Financial Professional,Money Concepts Capital Corp Grand Rapids MI 2660 Horizon Dr SE,jvanspronsen@moneyconcepts.com,,Salesforce
10915685,Inactive Investor,Vincent Wei,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,vincent.wei@fmr.com,,Salesforce
10753682,Inactive Investor,Jonathan Hodge,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",jonathan.hodge@ml.com,,Salesforce
352056,,George Devino,"Controller, Compliance Officer","Polen Capital Management, Llc",gdevino@polencapital.com,156-124-12425,Manual List Upload
11150763,Inactive Investor,Gabriela Muraca,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10890795,Inactive Investor,Nicholas Blencowe,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beverly Hills CA 9757 Wilshire Blvd",,,Salesforce
11003696,Inactive Investor,Paul Mcdonald,,"Empower Financial Services, Inc Waxhaw NC 5407 Davis Rd",paul.mcdonald@empower.com,,Salesforce
10995111,Inactive Investor,Laura Pena Camacho,,J.P. Morgan Securities LLC Bronx NY 1051-1053 Westchester Ave,,,Salesforce
10840415,Inactive Investor,Ramesh Gulati,Manager;Owner,Gulati Asset Management LLC,rjg@gulatiassetmanagement.com,,Salesforce
10808411,Inactive Investor,David Benfer,Chief Compliance Officer;Managing Member;Partner,"Veery Capital, LLC",cbenfer@veerycapital.com,,Salesforce
11026346,Inactive Investor,James Marxer,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10855767,Inactive Investor,Thomas Threlfall,Financial Advisor;Vice President,Morgan Stanley New York NY 101 Park Ave,thomas.threlfall@morganstanley.com,,Salesforce
9597669,,William Mcintyre,,,bill.mcintyre@trustcore.com,,List import
11011093,Inactive Investor,Elijah Rubio,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",elijah.rubio@prudential.com,,Salesforce
9626267,,ashish kawade,,,aashishkawade@gmail.com,,List import
10935319,Inactive Investor,Martin Baker,Advanced Planning Consultant,Commonwealth Financial Network,,,Salesforce
9621907,,wael elsherif,,,waelidi@live.nl,,List import
10999524,Inactive Investor,Jane Wayer,,MWA Financial Services Inc. Salem IL Private Residence,jane.wayer@mwarep.org,,Salesforce
11069827,Inactive Investor,Geneva Echeverria,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,geneva.echeverria@fmr.com,,Salesforce
9562751,,Shady Eshra,,,shady.eshra@kentcollegeegypt.com,,List import
9628960,,Ashish Thadani,,,ashish1989@hotmail.com,,List import
10957380,Inactive Investor,David Schmitz,,"Osaic Wealth, Inc. Rosemount MN Private Residence",,,Salesforce
11032735,Inactive Investor,Andrew Turner,Financial Advisor,LPL Financial LLC Atlanta GA 800 Battery Ave SE,drew.turner@lplfinancial.com,,Salesforce
10852639,Inactive Investor,Lorilee Wells,Bank Advisor;Financial Advisor,LPL Financial LLC Bothell WA Private Residence,lorilee.wells@lpl.com,,Salesforce
11218347,,Brian Lenart,,,blenart@rothschildinv.com,,List Import
9625749,,Sukhvant Dhuga,,,sukdhuga@hotmail.com,,List import
11044177,Inactive Investor,Gregory Jones,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10854353,Inactive Investor,Adam Anderson,Director - Alternative Investments;Managing Member,MRA Advisory Group Tampa FL 3030 N Rocky Point Dr W,aanderson@mraadv.com,,Salesforce
11205648,Inactive Investor,Walter Cash,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pine Bluff AR 202 E 11th Ave",walter.cash@wellsfargoadvisors.com,,Salesforce
10934511,Inactive Investor,Stephen Tufts,Managing Member,Rising Sun Investment Advisers,,,Salesforce
11035988,Inactive Investor,Russell Smith,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10808289,Inactive Investor,Keith Ware,Financial Advisor,Edward Jones Trenton GA 12386 S Main St,keith.ware@edwardjones.com,,Salesforce
11095453,Inactive Investor,James Parker,,State Farm VP Management Corp. Norman OK 3052 Classen Blvd,,,Salesforce
11093373,Inactive Investor,Susan Vrabel,Senior Client Service Associate,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,susan.vrabel@ubs.com,,Salesforce
9545350,,Michael Morris,,,morrism@hdvest.com,,List import
9631004,,James Emanuel,,,james.emanuel@hotmail.com,,List import
11141960,Inactive Investor,Uhlensky Pierre-Louis,Investment Consultant,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",uhlensky.pierrelouis@schwab.com,,Salesforce
10614776,,Anne Navasky,"Financial Advisor, First Vice President",,anne.navasky@morganstanley.com,,List Import
11083483,Inactive Investor,Michael Canning,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",michael.canning@nm.com,,Salesforce
50638,,James Kirby,Owner,"Equity Services, Inc.",kirby_jrick@nlvmail.com,336-765-1231,
10890614,Inactive Investor,Anh Tuan Nghiem,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington Beach CA 5812 Edinger Ave",,,Salesforce
11206149,Inactive Investor,David Tollin,Financial Advisor,LPL Financial LLC Metairie LA 3017 Harvard Ave,david.tollin@lpl.com,,Salesforce
11101254,Inactive Investor,Carlos Chacon,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,carlos.chacon@primerica.com,,Salesforce
9543674,,Darin Wilborne,,,darin@daremark.com,,List import
11112339,Inactive Investor,Dylan Vastardis,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10971600,Inactive Investor,Ralph Code,,"Osaic FA, Inc. Rochester NY 200 Meridian Centre Blvd",ralph.codeiii@lfg.com,,Salesforce
225572,, -,,[[Unknown]],purifiedseventimes@gmail.com,,Initial Salesforce Import
9581332,,Willie Thomas,,,wthomas02@ft.newyorklife.com,,List import
9553582,,Paul Roach,,,paul@roachinvestments.com,,List import
9566492,,We h Jfg Cchh,,,theh@rhgj.com,,List import
11109201,Inactive Investor,Ayden Mcmath,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ayden_mcmath@vanguard.com,,Salesforce
10661571,,Tendai Brais,,,tendai@corazoncap.com,,List Import
222719,,Dolores Masga,,[Unknown],mrsmileyicu@gmail.com,,
11187548,Inactive Investor,Weldon Thomas,,"Raymond James Financial Services, Inc. Austin TX 3508 Far West Blvd",b.thomas@raymondjames.com,,Salesforce
11062611,Inactive Investor,Julio Murga,,"TIAA-CREF Individual & Institutional Services, LLC Providence RI 15 Park Row W",julio.murga@tiaa.org,,Salesforce
11117582,Inactive Investor,Conor Casey,,"LaSalle St Securities, L.L.C. East Aurora NY 634 Main St",caseyco@lasallest.com,,Salesforce
9559641,,Alexandros Grigorian,,,Grialessandro@gmail.com,,List import
11067372,Inactive Investor,Melissa Marrama,,"Osaic Wealth, Inc. Methuen MA 1 Griffin Brook Dr",,,Salesforce
11176474,Inactive Investor,Jacob Corcoran,,"Raymond James Financial Services, Inc. Downers Grove IL 1901 Butterfield Rd",jacob.corcoran@raymondjames.com,,Salesforce
10872535,Inactive Investor,Robert Goldman,Executive Vice President,"IMA Advisory Services, Inc. Southbury CT Private Residence",robert.goldman@imacorp.com,,Salesforce
11051877,Inactive Investor,James Neuenschwander,Founder;President;Principal,"Outlook Wealth Advisors, LLC",allenn@outlookwealth.com,,Salesforce
10780015,Inactive Investor,Scott Brown,Financial Advisor,Edward Jones Redding CA 1255 Sacramento St,,,Salesforce
9550359,,Brian Vandenheuvel,,,bvandenheuvel@zacks.com,,List import
10837679,Inactive Investor,Michael Long,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",michael_r_long@ml.com,,Salesforce
10803511,Inactive Investor,Mariana Doke,,NYLIFE Securities LLC Longmont CO Private Residence,mddoke@ft.newyorklife.com,,Salesforce
10611924,,Alexander Davidson,"Portfolio Manager, Vice President - Wealth Management, Wealth Advisor",,alexander.davidson@morganstanley.com,(203) 625-4855,List Import
189225,,Garrett Workmon,,Creative Planning,garrett.workmon@thinkingbeyond.com,,
8480608,,Navreet Bath,,Charles Schwab,navreet.bath@schwab.com,,List Import
11091884,Inactive Investor,Monalisa Parayno,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,mparayno@ft.newyorklife.com,,Salesforce
11053832,Inactive Investor,Charles Hess,,United Planners' Financial Services of America A Limited Partner Arlington Heights IL 215 N Arlington Heights Rd,,,Salesforce
10968675,Inactive Investor,Ivonne Montez-Gavaldon,,"Allstate Financial Services, LLC El Paso TX 1840 N Lee Trevino Dr",ivonnemontezgavaldon@allstate.com,,Salesforce
10938459,Inactive Investor,Agnes Schmidt,,Edward Jones Hilton Head Island SC 94 Main St,,,Salesforce
11061992,Inactive Investor,David Nolan,Senior Investment Strategist,"McKinley Carter Wealth Services, Inc. Charleston WV 129 Summers St",dnolan@mc-ws.com,,Salesforce
9626742,,Talent Refani,,,talebets159@gmail.com,,List import
10984755,Inactive Investor,Shannon Jump,,PNC Investments Greenfield IN 1503 N State St,shannon.jump@pnc.com,,Salesforce
236273,, -,,[[Unknown]],tiaskinn@gmail.com,,Content
239277,,CHANDNI JAIN,,[Unknown],callingmouse@gmail.com,,source
10918678,Inactive Investor,Raheel Hussain,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",raheel.hussain@equitable.com,,Salesforce
10761760,Inactive Investor,Alessandro Spinetta,Executive Director;Futures Specialist;Portfolio Manager,Morgan Stanley New York NY 399 Park Ave,alessandro.spinetta@morganstanley.com,,Salesforce
10929101,Inactive Investor,Steven Lindell,,"IFP Securities, LLC Minneapolis MN 7301 Ohms Ln",steven.lindell@ifpartners.com,,Salesforce
11027075,Inactive Investor,Nicholas Duggan,Investment Analyst,Town Lake Capital Management,,,Salesforce
10864035,Inactive Investor,Christopher Andrews,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",christopher.j.andrews@bofa.com,,Salesforce
10784145,Inactive Investor,Jean-Paul Afif,Associate Vice President;Financial Advisor,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,jean-paul.afif@morganstanley.com,,Salesforce
9582094,,Christina Arsenault,,,carsenault@btig.com,,List import
10819868,Inactive Investor,Kelly Brickner,Wealth Advisor,Thrivent Investment Management Inc. O Fallon MO 6698 Keaton Corporate Pkwy,kelly.brickner@thrivent.com,,Salesforce
11090011,Inactive Investor,Jonathan Mazur,Chief Compliance Officer;President,"Luke Financial Company, LLC Fort Worth TX 777 Main St",jonathan@lukefinancial.com,,Salesforce
11192959,Inactive Investor,James Holder,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,jim.holder.gw4n@statefarm.com,,Salesforce
10770934,Inactive Investor,Todd Masus,President;Regulatory Contact;Secretary;Treasurer,"Masus Financial Group, Ltd.",,,Salesforce
11103828,Inactive Investor,Tasha Fowler,,LPL Financial LLC North Liberty IA 465 Hwy 965 S,tasha.fowler@lpl.com,,Salesforce
11120367,Inactive Investor,Derek Slater,,"Equity Services, Inc. Chicago IL 1 N Franklin St",dslater@nationallife.com,,Salesforce
11040650,Inactive Investor,Sam Ellington,Portfolio Manager,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,sellington@rwbaird.com,,Salesforce
11222483,,Richard Scarpelli,,,rscarpelli@firstrepublic.com,,List Import
11255540,Inactive Investor,Jarid Funderburg,Portfolio Advisor,Savant Wealth Management,jfunderburg@savantwealth.com,,Salesforce
11082333,Inactive Investor,Daniel Hoefer,Financial Advisor,Edward Jones Irmo SC 7436 Forest Ct,daniel.hoefer@edwardjones.com,,Salesforce
11090749,Inactive Investor,Mary Johnson,Director;Team Administrator,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9612992,,Jim Kittrell,,,jkittrell@peak6.com,,List import
11083701,Inactive Investor,Douglas Stefanini,,Cetera Advisors LLC Atlanta GA 3017 Bolling Way NE,,,Salesforce
11122479,Inactive Investor,Changsheng Zhao,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,szhao@brileywealth.com,,Salesforce
10872689,Inactive Investor,Chad Heisey,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10864181,Inactive Investor,John Macdonell,,J.P. Morgan Securities LLC Brighton MI 9858 E Grand River Ave,john.j.macdonell@chase.com,,Salesforce
10954723,Inactive Investor,Kayla Bukowski,,Fidelity Brokerage Services LLC,,,Salesforce
4647,,Samuel Kou,,[[Unknown]],samkou@gmail.com,,Initial Salesforce Import
200398,,Sang Hwang,,[[Unknown]],sangyeon89@gmail.com,,Initial Salesforce Import
9609293,,Stefan Cohen,,,stefanrosscohen@gmail.com,,List import
10613567,,Jeffrey Alecci,"Financial Advisor, Managing Director - Wealth Management",,jeffrey.alecci@ubs.com,,List Import
9611586,,doc revolt,,,docrevolt@gmail.com,,List import
10788876,Inactive Investor,Thomas Duff,,"Raymond James Financial Services, Inc. Brewer ME 470 N Main St",tom.duff@raymondjames.com,,Salesforce
11212134,Inactive Investor,Thomas Asta,Financial Advisor,LPL Financial LLC Merrick NY 2090 Merrick Rd,tom.asta@lpl.com,,Salesforce
10824926,Inactive Investor,William Harmon,Shareholder,"Harmon Financial Advisors, Inc.",,,Salesforce
226469,,N -,,NA,nbilbeny@gmail.com,(444) 444-4444,Initial Salesforce Import
11063235,Inactive Investor,Jacob Shumacker,Director,"Raymond James & Associates, Inc.",,,Salesforce
9562747,,Tarsha Brewer,,,tarshabrewer@yahoo.com,,List import
11023556,Inactive Investor,Xi Yao,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",xi.yao@globalinkusa.com,,Salesforce
10603714,,Gregory Brousseau,"Co-Chief Executive Officer, Co-Chief Investment Officer","Central Park Advisers, LLC",bbelthottie@aol.com,,List Import
11236748,Inactive Investor,Nicholas Der,Investment Advisor Representative,CSP Financial Group LLC Scottsdale AZ 14300 N Scottsdale Rd,,,Salesforce
11103732,Inactive Investor,Lydia Rhyne,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",,,Salesforce
10806126,Inactive Investor,Sandra Hildebrand,Practice Manager;Registered Operations Leader,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",sandra.hildebrand@ampf.com,,Salesforce
11007305,Inactive Investor,William Taylor,,"Pruco Securities, LLC. Louisville KY 9300 Shelbyville Rd",bill.taylor@prudential.com,,Salesforce
11073940,Inactive Investor,Yineth Shum Chang,,Morgan Stanley Pasadena CA 55 S Lake Ave,yineth.shum.chang@morganstanley.com,,Salesforce
10996709,Inactive Investor,Yan Chen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lee NJ 2200 Fletcher Ave",ychen25@ml.com,,Salesforce
10822042,Inactive Investor,Alan Simeon,Senior Vice President,Perennial Financial Services,alan@perennialfs.com,,Salesforce
11198341,Inactive Investor,Cecile Balanon,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,cecile.balanon@primerica.com,,Salesforce
10981063,Inactive Investor,Bryce Dalrymple,Associate Wealth Advisor,Krilogy,bdalrymple@krilogy.com,,Salesforce
4050304,,mhd fahed alhanoun,,,mhdfahedalhanoun@icloud.com,,Web Form Fillout
10947620,Inactive Investor,Jason Hann,,SECU Brokerage Services Albemarle NC 1600 NC 24 27 Byp W,jason.hann@ncsecu.org,,Salesforce
11062938,Inactive Investor,Carol Krempley,,Stonex Securities Inc. Dublin OH Private Residence,carol.krempley@saswealth.com,,Salesforce
11165217,Inactive Investor,Michael Goetz-Whittaker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",michael.goetz-whittaker@ml.com,,Salesforce
11208028,Inactive Investor,Samuel Lee,Financial Advisor,Park Avenue Securities LLC Cartersville GA 111 Leake St,samuel_lee@glic.com,,Salesforce
10854334,Inactive Investor,Andrei Hall,Financial Advisor,LPL Financial LLC Irvine CA 9481 Irvine Center Dr,andrei.hall@lpl.com,,Salesforce
10892373,Inactive Investor,Chad Dusang,,"Raymond James & Associates, Inc. Slidell LA 620 Oak Harbor Blvd",chad.dusang@raymondjames.com,,Salesforce
10792217,Inactive Investor,Tammy Cole,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",tammy.pilon@ml.com,,Salesforce
10882408,Inactive Investor,Trevor Silver,,Citigroup Global Markets Inc.,trevor.silver@citi.com,,Salesforce
11063335,Inactive Investor,Carla Forney,Financial Advisor,LPL Financial LLC Lynnwood WA 19401 40th Ave W,carla.forney@lpl.com,,Salesforce
11216893,,Hannah Adeoye,,,hannah.adeoye@nb.com,,Other
10917429,Inactive Investor,Chad Turner,,"Principal Securities, Inc.",turner.chad@principal.com,,Salesforce
11189395,Inactive Investor,Philip Volpe,Financial Advisor;Financial Planning Specialist,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,philip.volpe-monrean@morganstanley.com,,Salesforce
10819180,Inactive Investor,Kimberly Walko,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,kimberly.walko@fmr.com,,Salesforce
9641327,,DARREN FARLOW,,,darren.farlow@apipllc.com,,List import
10872807,Inactive Investor,Kelly Jepsen,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
10807760,Inactive Investor,Anthony Chavez,Associate,Morgan Stanley Santa Barbara CA 1332 Anacapa St,anthony.chavez@morganstanley.com,,Salesforce
11221553,,Mark Pent,,,mpent@annexwealth.com,,List Import
9635872,,James Cameron,,,jcameron@nationwide.com,,List import
10986715,Inactive Investor,Andrew Walsh,,The O.N. Equity Sales Company,,,Salesforce
9614663,,Antti Luostarinen,,,axu@bat.org,,List import
9564372,,Sam McIngvale,,,samuel.mcingvale@coinbase.com,,List import
11043111,Inactive Investor,Patrick Ambrose,,J.P. Morgan Securities LLC Minnetonka MN 4799 County Road 101,patrick.ambrose@jpmorgan.com,,Salesforce
11150494,Inactive Investor,Samuel Moss,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
9633028,,Rahul Khandelwal,,,rahul.khandelwal@ajantapharma.com,,List import
9619892,,JEON SEOKHWAN,,,zeroenter@naver.com,,List import
9589375,,William Urban,,,wmpurban@gmail.com,,List import
11092277,Inactive Investor,Eddy Justice,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
9615836,,Matt Motley,,,matt@varecoholdings.com,,List import
11228962,Inactive Investor,Brian Pursley,Financial Advisor,Edward Jones Golden CO 1030 Johnson Rd,,,Salesforce
11079639,Inactive Investor,James Aucutt,Client Advisor;Vice President,Neuberger Berman BD LLC,james.aucutt@nb.com,,Salesforce
11193952,Inactive Investor,Irvin Rivera,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,irvinrivera@primerica.com,,Salesforce
372673,,Leandro Salinas Arica,,United States,leandrito_sa_30@hotmail.com,,source
10956670,Inactive Investor,Mahad Munawar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11166283,Inactive Investor,Lashanna Walker,,Citigroup Global Markets Inc.,lashanna.walker@citigroup.com,,Salesforce
11234370,Inactive Investor,Todd Nuttall,,"DFPG Investments, LLC Orem UT 980 E 800 N",,,Salesforce
11081391,Inactive Investor,Brian Kurrus,Financial Advisor,"Osaic Wealth, Inc. Vienna VA 8607 Westwood Center Dr",,,Salesforce
10831928,Inactive Investor,Thomas Robertson,Chief Compliance Officer;Managing Member;Managing Partner,"Oak Asset Management, LLC",trobertson@oakasset.com,,Salesforce
10760131,Inactive Investor,Patrick Sullivan,,Fidelity Brokerage Services LLC,patrick.sullivan@fmr.com,,Salesforce
11193050,Inactive Investor,Helen McAuley,Chief Compliance Officer,Breckinridge Capital Advisors Inc,hmcauley@breckinridge.com,,Salesforce
10756995,Inactive Investor,Kellen Ali,Financial Advisor;Vice President,Morgan Stanley Oakland CA 1999 Harrison St,kellen.ali@morganstanley.com,,Salesforce
10916934,Inactive Investor,Brian Slagle,,Lombard Securities Incorporated Annapolis MD 416 Cranes Roost Ct,bslagle@golombard.com,,Salesforce
10786175,Inactive Investor,Joanna Wagner,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,joanna.wagner@fidelity.com,,Salesforce
11234012,Inactive Investor,Claudia Arteaga Ruiz,,"Wells Fargo Clearing Services, LLC Palm Springs CA 543 S Palm Canyon Dr",,,Salesforce
9543520,,Betty Sharples,,,betty.sharples@copper.co,,List import
9638981,,Alexander Curtis,,,acurtis@choate.edu,,List import
10847558,Inactive Investor,Amanda Buckalew,,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",,,Salesforce
9621482,,Albert Gasulla,,,gasulla@gasullacom.com,,List import
10948280,Inactive Investor,Karen Antine,,"Citizens Securities, Inc.",karen.antine@ccoinvest.com,,Salesforce
10645956,,Lidia Villalobos,,,lidia.villalobos@ubs.com,,List Import
9555483,,David Carlson,,,dave@carlsoninvest.com,,
11044569,Inactive Investor,Susana Romero Dos Santos Branco,,J.P. Morgan Securities LLC Dobbs Ferry NY 12 Ashford Ave,susana.romero-dos-santos-branco@jpmorgan.com,,Salesforce
351716,,Gabe Nelson,Founder,"Gabe Nelson Financial, Inc.",gabe@gabenelsonfinancial.com,605-553-9180,Manual List Upload
9576128,,Sandi Vullo,,,svullo@massmutual.com,,List import
10505125,,Spencer Faranda,Product Intelligence Consultant,BRIGHTHOUSE FINANCIAL,sfaranda@brighthousefinancial.com,9809494583,List Import
10857101,Inactive Investor,Gary Ung,,Stonex Securities Inc. San Jose CA 4522 Pacific Rim Way,gary.ung@saswealth.com,,Salesforce
10902750,Inactive Investor,Adam Brown,,"Raymond James Financial Services, Inc. Saint Louis MO 165 N Meramec Ave",,,Salesforce
10897664,Inactive Investor,Paul Ficker,Investment Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,paul.ficker@jpmorgan.com,,Salesforce
10905427,Inactive Investor,Gregory Lanuti,,"Centaurus Financial, Inc. Shelton CT 231 Coram Ave",,,Salesforce
11015953,Inactive Investor,Tanner Rieck,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",tanner.rieck@nm.com,,Salesforce
97199,,Keith Severson,,FMG Inc.,kseverson@fmgmn.com,(952) 929-4441,Paid Search
11179658,Inactive Investor,Justin Ferdula,Complex Director;Senior Managing Director,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",justin.ferdula@rbc.com,,Salesforce
9561964,,Beverly Oakman,,,beverlyoak70@hotmail.com,,List import
10917902,Inactive Investor,Gary Patzik,Chief Compliance Officer;Managing Member,Mulberry Capital Management LLC,,,Salesforce
216160,,DAVID COIRO,,[Unknown],dmcoiro@gmail.com,,Event
10885455,Inactive Investor,Shawn Donnelly,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11163164,Inactive Investor,Richard Hartzel,,"Ausdal Financial Partners, Inc. Glenview IL 1741 Monterey Dr",,,Salesforce
9634887,,David Kelman,,,dkelman@nextcapitalmgmt.com,,List import
9563594,,Douglas McDaniel,,,doug@mcdanielregister.com,,List import
10615930,,Stephen Kavois,,,stephen.kavois@lpl.com,,List Import
11099101,Inactive Investor,Kevin Baker,Executive Director;Financial Advisor,Morgan Stanley Seattle WA 601 Union St,kevin.baker@morganstanley.com,,Salesforce
10782796,Inactive Investor,Matthew Neiger,Private Client Investment Associate,J.P. Morgan Securities LLC Santa Cruz CA 730 Ocean St,matthew.neiger@jpmorgan.com,,Salesforce
11038595,Inactive Investor,Mi Kent,,"Wells Fargo Clearing Services, LLC Augusta GA 101 S Belair Rd",,,Salesforce
352396,,Karan Springstead,Client Relations,Financial Insights Inc,kspringstead@financialinsights.net,253-627-6010,Manual List Upload
10818982,Inactive Investor,Zaren Adams,Financial Advisor,Edward Jones Idaho Falls ID 444 Ronglyn Ave,zaren.adams@edwardjones.com,,Salesforce
10787773,Inactive Investor,Edgar Perez,Head - Fixed Income Trader;Trader,"Pinnacle Associates, Ltd.",eperez@pinnacle-ny.com,,Salesforce
11108799,Inactive Investor,Brookes Welc,Regulatory Contact;Vice President,"Bright Financial Advisors, Inc.",brookeswelc@brightfinancialadvisors.com,,Salesforce
339334,,Judith Kula,Chief Financial Officer,"Wolverine Asset Management, Llc",jkula@wolvefunds.com,312-884-4400,Manual List Upload
9648396,,Colin George,,,colinmgeorge@gmail.com,,List import
307,,,,,fredtaylor@email-seeds.net,,
220915,,Son Nguyen,,[Unknown],nguyen.longson@gmail.com,,Direct
11100325,Inactive Investor,Cole Mccardel,Vice President,"Raymond James & Associates, Inc. Muncie IN 400 S Walnut St",cole.mccardel@raymondjames.com,,Salesforce
351768,,George Chapman,Managing Member,Chapman & Chapman Advisors Llc,george3@chapmanadvisors.com,440-287-7603,Manual List Upload
10813894,Inactive Investor,Sean Logue,,"Hennion & Walsh, Inc.",slogue@hennionandwalsh.com,,Salesforce
11133784,Inactive Investor,William Copeland,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",william_copeland@navyfederal.org,,Salesforce
11103853,Inactive Investor,Calvin Goetz,Chief Compliance Officer;Founder;Manager;President,Strategy Financial Group,cgoetz@strategyfinancialgroup.com,,Salesforce
10966488,Inactive Investor,Cade Jahns,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",cade.jahns@nm.com,,Salesforce
9643969,,James Cuber,,,jjcuber@gmail.com,,List import
11003241,Inactive Investor,Vincent Campo,,State Farm VP Management Corp. West Jordan UT 8155 S 4800 W,vincent.campo.mkd4@statefarm.com,,Salesforce
10863744,Inactive Investor,Michael Damian,Chief Compliance Officer;Managing Director;Senior Project Manager,"Damian Capital Management, LLC",,,Salesforce
9564866,,Paula Cooley,,,cooley.paula@principal.com,,List import
11100806,Inactive Investor,Gabriel Campbell,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",gabe.campbell@ml.com,,Salesforce
11164317,Inactive Investor,Caleb Stephens,,Park Avenue Securities LLC Austin TX 1250 S Capital of Texas Hwy,caleb.stephens@lpl.com,,Salesforce
243351,,Juliana Jou,Head of Experiential Marketing,Bitwise Asset Management,juliana@bitwiseinvestments.com,15714256383,Manual List Upload
10875020,Inactive Investor,Aaron Puttroff,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,aaron_puttroff@glic.com,,Salesforce
11107263,Inactive Investor,Ronnie South,,"Equitable Advisors, LLC Chesterfield VA Private Residence",ronnie.south@equitable.com,,Salesforce
11018928,Inactive Investor,Michael Lyons,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11048518,Inactive Investor,Brian Cox,Investment Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,brian.cox@ubs.com,,Salesforce
11074880,Inactive Investor,Randolph Reinwasser,Chief Compliance Officer;Managing Member,"Solitude Canyon Investment Advisors, LLC",randall@solitudecanyon.com,,Salesforce
11019270,Inactive Investor,Jared Holt,,"Osaic Wealth, Inc. Mankato MN 1600 Madison Ave",,,Salesforce
10940287,Inactive Investor,Raymond Bright,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11161733,Inactive Investor,David Jones,Investment Advisor Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10937745,Inactive Investor,Amanda Tullis,Financial Advisor,Edward Jones Aurora CO 18872 E Hampden Ave,amanda.tullis@edwardjones.com,,Salesforce
10773917,Inactive Investor,Dorothy Lewis,Founder,Financial Insights,dorothy@financialinsights.com,,Salesforce
10818789,Inactive Investor,Jeffrey Bryan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
9593608,,Raphael Fishbach,,,rfishbach@mesawestcapital.com,,List import
9631789,,John Bevil -,,,giovbster@yahoo.com,,List import
10646651,,Mark Tonelli,,,mark.tonelli@lpl.com,,List Import
10825356,Inactive Investor,Jerome Slusiewicz,Financial Advisor;President;Principal,"Pacific Financial Planners, LLC",,,Salesforce
11233899,Inactive Investor,Nada Hieb,,"American Portfolios Financial Services, Inc. Bismarck ND 401 N 4th St",,,Salesforce
9646417,,Jon Henshue,,,jhenshue@johnsonfinacialgroup.com,,List import
11076150,Inactive Investor,Wanda Mobley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",wanda_mobley@ml.com,,Salesforce
10915560,Inactive Investor,Jordan Hunkins,Financial Advisor,Edward Jones New Concord OH 4 E Main St,jordan.hunkins@edwardjones.com,,Salesforce
10984699,Inactive Investor,Suzanne Taylor,Wealth Advisor,"Miracle Mile Advisors, LLC Sausalito CA 30 Liberty Ship Way",staylor@miraclemileadvisors.com,,Salesforce
11101906,Inactive Investor,Todd Miller,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,tmiller05@ft.newyorklife.com,,Salesforce
10619640,,Carolyn Mcclinton,,,cmcclinton@gvcaponline.com,,List Import
10808570,Inactive Investor,Irene Dougherty,,PNC Investments Wilmington DE 2751 Centerville Rd,irene.dougherty@pnc.com,,Salesforce
201737,,Laurentius Harrer,CEO/CIO,Mammoth Invest,laurentius@mammothinvest.com,,
11203804,Inactive Investor,Sean Montijo,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
11015553,Inactive Investor,Katelyn Michaletz,,"DAI Securities, LLC Mankato MN 150 Saint Andrews Ct",,,Salesforce
11181225,Inactive Investor,Paul Attwater,Branch Manager;Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,paul.attwater@morganstanley.com,,Salesforce
11230027,Inactive Investor,Glen Williams,,"Northwestern Mutual Investment Services, LLC Greenville SC 126 Millport Cir",glen.williams@nm.com,,Salesforce
10805040,Inactive Investor,Christopher Williams,,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",christopher.williams@raymondjames.com,,Salesforce
202706,,David Novosardian,Logistics Analyst,Nordstrom,dnovosard@gmail.com,,Organic Search
10644455,,Alysia Tan,,,atan@lincolninternational.com,,List Import
9542671,,S L,,,sorawit00@hotmail.com,,List import
10874126,Inactive Investor,Janet Wygle,Financial Planner;Investment Advisor;Owner,Janet Christine Wygle - Financial Advisor,,,Salesforce
11182190,Inactive Investor,Carter Babb,Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,,,Salesforce
10600426,,Leo Lencioni,,,lencionister@gmail.com,,Web Form Fillout
9555384,,Sean Ealy,,,sean@welchig.com,,List import
11136661,Inactive Investor,Leonardo Johnson,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",jr.johnson@nm.com,,Salesforce
11217318,,Stan Holladay,,,stan.holladay@schwab.com,,Other
11100739,Inactive Investor,Karen Leland,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",karen_leland@ml.com,,Salesforce
10923410,Inactive Investor,Courtney Halasz,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 125 Half Mile Rd",courtney.brooks@wellsfargoadvisors.com,,Salesforce
10906094,Inactive Investor,Lorilee Colgrove,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",lorilee.colgrove@ml.com,,Salesforce
10965255,Inactive Investor,Brandon Cooke,,Fidelity Brokerage Services LLC,,,Salesforce
9642728,,Rob Czar,,,noairmedia@gmail.com,,List import
221252,,william houser,,[Unknown],william.houserntc@gmail.com,,Direct
10964706,Inactive Investor,Philip James,,Vanguard Marketing Corporation,philip_james@vanguard.com,,Salesforce
11124271,Inactive Investor,Katelyn Drye,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,kbdrye@ft.newyorklife.com,,Salesforce
11232303,Inactive Investor,Matthew Thewalt,,"Empower Financial Services, Inc",matthew.thewalt@empower.com,,Salesforce
9600669,,Kevin Smith,,,kevin.smith@fiwealth.com,,List import
11121464,Inactive Investor,Andrew Phillips,,Commonwealth Financial Network,aphillips@commonwealth.com,,Salesforce
11108409,Inactive Investor,Michael Sowers,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Hickory NC 1377 N Center St",michael.sowers@wellsfargoadvisors.com,,Salesforce
11064825,Inactive Investor,Brent Rhoades,Executive Director,Morgan Stanley Alpharetta GA 1 Edison Dr,brent.rhoades@morganstanley.com,,Salesforce
10856985,Inactive Investor,Richard Pinto,,"Osaic Wealth, Inc. Kaneohe HI 45-201 Nohonani Pl",,,Salesforce
10986139,Inactive Investor,Erick Domes,,"Farmers Financial Solutions, LLC Warren OH 4613 Mahoning Ave NW",edomes@farmersagent.com,,Salesforce
10867414,Inactive Investor,Michele Lowery,Vice President,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",michele.lowery@firstcitizens.com,,Salesforce
10913362,Inactive Investor,Norman Pool,,"Centaurus Financial, Inc. Tustin CA Private Residence",npool@cfiemail.com,,Salesforce
10764123,Inactive Investor,John Bongiovanni,,"Northwestern Mutual Investment Services, LLC Erie PA 305 W 6th St",john.bongiovanni@nm.com,,Salesforce
11127008,Inactive Investor,Casie Johnson,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10929061,Inactive Investor,Anthony Felipe,,"Cambridge Investment Research, Inc. Silver Spring MD 1100 Wayne Ave",,,Salesforce
10489129,,David Downs,Retirement Planning Specialist,"Equitable Advisors, LLC Plano TX 400 Chisholm Pl",david.downs@equitable.com,469-429-9292,List Import
10998186,Inactive Investor,Kyle Blohm,,"FBL Marketing Services, LLC Reinbeck IA 424 Main St",kyle.blohm@fbfs.com,,Salesforce
10958890,Inactive Investor,Hunter Poitras,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,hunter.poitras@fmr.com,,Salesforce
10984386,Inactive Investor,Christopher Williamson,Chief Operating Officer;Wealth Advisor,"Red Door Wealth Management, LLC",christopher@reddoorwealth.com,,Salesforce
10848456,Inactive Investor,Audrey Callahan,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",audrey.callahan@ml.com,,Salesforce
11071789,Inactive Investor,David Gonzales,,"Citizens Securities, Inc. Pittsburgh PA 1680 Washington Rd",david.gonzales@ccoinvest.com,,Salesforce
11104503,Inactive Investor,Tyler Hurd,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",tyler.hurd@nm.com,,Salesforce
9647136,,Jennifer Van Doren,,,electricgems7@comcast.net,,List import
9593934,,Michael Orourke,,,michael.orourke@essexfinancialservices.com,,List import
11017327,Inactive Investor,Jacob Aruta,Financial Advisor Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,jacob.aruta@morganstanley.com,,Salesforce
11109876,Inactive Investor,Robert Cann,Senior Regional Leader,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,robert.cann@primerica.com,,Salesforce
11087237,Inactive Investor,Kathleen Sweeney,Financial Advisor,LPL Financial LLC Center Harbor NH 44 Plymouth St,k.sweeney@lpl.com,,Salesforce
11212453,Inactive Investor,Lauren Parente,,J.P. Morgan Securities LLC Southampton NY 60 Main St,lauren.parente@jpmorgan.com,,Salesforce
10850643,Inactive Investor,Kelly Flores,Financial Advisor,"Raymond James & Associates, Inc. Nacogdoches TX 2610 N University Dr",kelly.flores@raymondjames.com,,Salesforce
10656482,,Angelica Vukobratovich,,,angelica.vukobratovich@ceterais.com,,List Import
11065182,Inactive Investor,Christina Ngo,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",christina.ngo@tiaa.org,,Salesforce
9634478,,Jocelyn Doe,,,jocelyn@thepresidiogroup.com,,List import
9568655,,John Tauren,,,john.tauren@voyafa.com,,List import
10980217,Inactive Investor,Nathaniel Edie,,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",nedie@brokersifs.com,,Salesforce
11101736,Inactive Investor,Daniel Baker,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",dan.baker@nm.com,,Salesforce
11163063,Inactive Investor,Lisa Dimter,Chief Administrative Officer,Nordwand Advisors,ldimter@nordwandcapital.com,,Salesforce
9558145,,Brian Bradberry,,,brian.bradberry@suntrust.com,,List import
9595037,,Michelle Vaughn,,,mvaughn@icpartners.com,,List import
9567647,,Mohammad Anary,,,www.mohammad.58062m@gmail.com,,List import
11049471,Inactive Investor,Laurie Gizzi,Registered Client Associate,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",laurie.emma@wellsfargoadvisors.com,,Salesforce
129322,,Gayle Johnson,Managing Director,"Hightower Advisors, Llc",gjohnson@hightoweradvisors.com,505-303-4207,
11108627,Inactive Investor,Joshua Maddux,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
200903,,Patrick Fisk,,"Allworth Financial, L.p.",fisk.patrick@gmail.com,(770) 517-6411,
195213,,Mikayla Bexten,,Creative Planning,mikayla.bexten@thinkingbeyond.com,913-338-2727,
11191761,Inactive Investor,Bradley Delozier,Financial Advisor,"Citizens Securities, Inc. Allison Park PA 4761 William Flynn Hwy",bradley.j.delozier@citizenssecurities.com,,Salesforce
11167078,Inactive Investor,Michael Lallas,,Cetera Advisor Networks LLC Brooklyn Park MN Private Residence,,,Salesforce
11120456,Inactive Investor,Justin Saar,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,justinsaar.team@fidelity.com,,Salesforce
11066776,Inactive Investor,Kelly Taylor,Chief Compliance Officer,"Whitaker-Myers Wealth Managers, Ltd.",ktaylor@whitakermyerswealth.com,,Salesforce
333834,,Luke Sinnen,Director,"Sc&h Financial Advisors, Inc.",lsinnen@schgroup.com,410-403-1500,Manual List Upload
9641147,,Andres Pena,,,apena1586@gmail.com,,List import
9638341,,Karen Rogers,,,krogers@tde.org,,List import
11165457,Inactive Investor,Nikhil Labhsetwar,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11129092,Inactive Investor,Denise Mitchell,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",denise.m.mitchell@ml.com,,Salesforce
10825704,Inactive Investor,Joseph McCullough,Executive Director;Private Wealth Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,joseph.mccullough@morganstanley.com,,Salesforce
10836967,Inactive Investor,Robert Davenport,Chief Executive Officer;Member;Regulatory Contact,KPP Advisory Services LLC,,,Salesforce
10788448,Inactive Investor,Stephen Medlin,,Edward Jones Saint Charles MO Private Residence,steve.medlin@edwardjones.com,,Salesforce
9541877,,Richard C Johnson,,,lifeisrich@gmail.com,,List import
11060757,Inactive Investor,Brad Arnone,,Cetera Advisor Networks LLC Buffalo NY 670 Abbott Rd,arnoneb@ceteranetworks.com,,Salesforce
11210279,Inactive Investor,Nancy McKee,Financial Advisor,"Allegheny Investments, Ltd.",nmckee@alleghenyfinancial.com,,Salesforce
6802110,,tom jack,,,movama4680@jobsfeel.com,,Web Form Fillout
9624138,,JAEWAN MO,,,coolguymjw@naver.com,,List import
9566597,,Mert C.,,,sch3rm@gmail.com,,List import
10931376,Inactive Investor,William Simmermacher,,LPL Financial LLC Huntington NY Private Residence,william.simmermacher@lpl.com,,Salesforce
11137618,Inactive Investor,David Johnson,Chief Compliance Officer,"WT Wealth Management, LLC",djohnson@wtwealthmanagement.com,,Salesforce
10762505,Inactive Investor,Erin Theisen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,erin.callahan@ubs.com,,Salesforce
11000978,Inactive Investor,Christine Pervaiz,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,cpervaiz01@ft.newyorklife.com,,Salesforce
9614856,,Julian Morgan,,,julianimorgan@gmail.com,,List import
11027020,Inactive Investor,Shaira Kelley,,Fidelity Brokerage Services LLC,,,Salesforce
11068528,Inactive Investor,Robert Leroy,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",robert_leroy@ml.com,,Salesforce
11024552,Inactive Investor,Danny Mora,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11009886,Inactive Investor,Eric Spoltman,,"Cambridge Investment Research, Inc. Columbus OH 7600 Olentangy River Rd",eric.spoltman@lfg.com,,Salesforce
9550712,,Martin Zinny,,,martin.zinny@mlp.com,,List import
10760753,Inactive Investor,Ellis Hummel,Director;Principal;Senior Wealth Advisor,Bahl & Gaynor Inc,ehummel@bahl-gaynor.com,,Salesforce
10822126,Inactive Investor,Austin Mall,Financial Advisor;Financial Planning Associate,Morgan Stanley Tallahassee FL 3520 Thomasville Rd,austin.mall@morganstanley.com,,Salesforce
10948126,Inactive Investor,Eric Presogna,Chief Compliance Officer;Managing Member;Owner,One-Up Financial LLC,eric@oneupfinancial.com,,Salesforce
11024499,Inactive Investor,Jack Desantis,,"Avantax Investment Services, Inc. Parsippany NJ 600 Parsippany Rd",jack.desantis@avantax.com,,Salesforce
10900064,Inactive Investor,Brandon Carter,Financial Advisor,Robert W. Baird & Co. Incorporated Mount Vernon WA 1404 E College Way,bcarter@rwbaird.com,,Salesforce
11103170,Inactive Investor,Jason Mitchell,Financial Advisor;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",,,Salesforce
10920752,Inactive Investor,Elton Johnson,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,elton.johnson@primerica.com,,Salesforce
11219762,,Mark Weigman,,,mark_weigman@troweprice.com,,Other
10611721,,Michael Fitzgerald,Wealth Management Advisor,,mfitzgerald@tiaa-cref.org,,List Import
10843396,Inactive Investor,Calvin Klem,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Johnson City TN 208 Sunset Dr",calvin.r.klem@ampf.com,,Salesforce
1001367,Inactive Investor,Phillip Vitale,,Evolytical LLC,phillip@evolytical.com,,3rd Party Lead Gen
10484962,,Matthew Beeby,"Chief Compliance Officer, Chief Executive Officer, Founder","MHB Advisory Services, LLC",matt@mhb-advisory.com,,List Import
11021361,Inactive Investor,Robert Koenigbauer,Investment Advisor Representative,"Osaic Wealth, Inc. Bowling Green OH 1224 W Wooster St",,,Salesforce
10781679,Inactive Investor,Kevin Clements,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,kevin.m.clements@morganstanley.com,,Salesforce
9540367,,Robert Nitkin,,,rnitkin@gpsipllc.com,,List Import
10906125,Inactive Investor,Kenneth Cappelli,Financial Advisor,"Osaic Wealth, Inc. Marlton NJ 901 Lincoln Dr W",,,Salesforce
9587898,,Melanie Chapel,,,melaniec@amgteam.com,,List import
11031487,Inactive Investor,Lora Cicconi,,UBS Financial Services Inc.,,,Salesforce
11124242,Inactive Investor,Deborah Kelly,,"Raymond James Financial Services, Inc. Beltsville MD 4061 Powder Mill Rd",deborah.kelly@raymondjames.com,,Salesforce
11209758,Inactive Investor,Zachary Magistro,Financial Advisor,"Osaic Institutions, Inc. Concord NH 89 N Main St",zachary.magistro@lpl.com,,Salesforce
10870227,Inactive Investor,Anthony Messina,,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",anthony.messina@wellsfargoadvisors.com,,Salesforce
10974034,Inactive Investor,Keren James,,"HighTower Securities, LLC",kjames@hightoweradvisors.com,,Salesforce
11179698,Inactive Investor,Quinton Stine,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",quinton.stine@raymondjames.com,,Salesforce
10883879,Inactive Investor,Kelly Cropp,Financial Advisor,Edward Jones Indianapolis IN 5345 Winthrop Ave,kelly.cropp@edwardjones.com,,Salesforce
10968485,Inactive Investor,Seth Smith,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,,,Salesforce
11013465,Inactive Investor,Michael Fitzsimonds,,"Farmers Financial Solutions, LLC Tillamook OR 108 Stillwell Ave",,,Salesforce
11033775,Inactive Investor,Douglas Spooler,,"Farmers Financial Solutions, LLC Cape Girardeau MO 75 Sheridan Dr",,,Salesforce
10991518,Inactive Investor,Jose Moran,,"Intercam Securities, Inc.",,,Salesforce
11170490,Inactive Investor,Cassandra Colwell,,"Empower Financial Services, Inc Moosic PA 30 Scranton Office Park",cassandra.colwell@empower.com,,Salesforce
11007043,Inactive Investor,Denise Pegrem,,PFS Investments Inc. Jenkintown PA 261 Old York Rd,denise.pegrem@primerica.com,,Salesforce
11099549,Inactive Investor,Kevin Soles,Chief Compliance Officer;Managing Member,"KCS Advisors, LLC",,,Salesforce
11182327,Inactive Investor,Glenda Haines,Co-Founder;Principal;Secretary;Vice President,Eves&Haines Wealth Management Greeley CO 4627 W 20th Street Rd,glenda@eveshaines.com,,Salesforce
10868966,Inactive Investor,Rob Friemoth,,Cetera Advisors LLC Toledo OH 5746 Park Center Ct,rob.friemoth@ceteraadvisors.com,,Salesforce
11032375,Inactive Investor,Jason Johnson,Financial Advisor,Edward Jones Brownsburg IN 65 E Garner Rd,jason.johnson@edwardjones.com,,Salesforce
11221686,,Zachary Wright,,,zacharyw@efsadvisors.com,,List Import
10807878,Inactive Investor,David Commander,Financial Advisor,Edward Jones Prairieville LA 16563 Airline Hwy,david.commander@edwardjones.com,,Salesforce
9546777,,Hamiz Mushtaq Awan,,,arb1@plutus21.com,,List import
113,,,,,jebanglin250@aol.com,,
9563561,,Mitchell Nelson,,,mitchellbnelson1@msn.com,,List import
9618441,,David Matlin,,,matlin@mpasset.com,,List import
11087920,Inactive Investor,Diondre Montgomery,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",diondre.montgomery@nm.com,,Salesforce
10785567,Inactive Investor,Daniel Carlson,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 5149 W 98th St",daniel.carlson@usbank.com,,Salesforce
9622669,,Navdeep singh Sandhu,,,navisandhu_297@yahoo.co.in,,List import
11071646,Inactive Investor,Chip Latham,,McNally Financial Services Corporation Reno NV Private Residence,,,Salesforce
11053697,Inactive Investor,Mark Mahon,Associate Market Executive;Director,UBS Financial Services Inc. Fort Myers FL 3949 Evans Ave,,,Salesforce
10921108,Inactive Investor,Richard Wright,,"MML Investors Services, LLC Pensacola FL 4455 Bayou Blvd",richardwright@financialguide.com,,Salesforce
10487665,,Barbara Sullins,,LPL Financial LLC,barb.sullins@lpl.com,,List Import
11196279,Inactive Investor,Victor Pagano,Managing Director,Rockefeller Financial LLC Trenton NJ 2445 Kuser Rd,vpagano@rockco.com,,Salesforce
9645185,,Brandon Smalley,,,expertappaso@gmail.com,,List import
10889015,Inactive Investor,Patrick McCoy,Chief Compliance Officer;Managing Member;President,Main Street Financial Advisory LLC,,,Salesforce
108361,,Anders Storhaug,Business,My,anders.storhaug@gmail.com,,
10874125,Inactive Investor,Shaun Roberts,,"Avantax Investment Services, Inc. Staten Island NY 4355 Hylan Blvd",,,Salesforce
10604525,,Ryan Shaughnessy,CFP,TFG,rshaughnessy@creativeonewealth.com,888-798-2360,List Import
11191976,Inactive Investor,Erin Weber,Vice President,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",erin.weber@raymondjames.com,,Salesforce
9562860,,Melissa McConnell,,,melissa.mcconnell@valic.com,,List import
10986699,Inactive Investor,Preston Dougherty,Financial Planning Specialist,"Ameriprise Financial Services, LLC Boca Raton FL 2700 N Military Trl",,,Salesforce
11255295,Inactive Investor,William Acuff,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",,,Salesforce
10903057,Inactive Investor,Pak Ngai,,PFS Investments Inc. New York NY 1430 Broadway,pak.ngai@primerica.com,,Salesforce
10824727,Inactive Investor,Ronda Schleicher,Financial Advisor;Financial Security Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Eugene OR 450 Country Club Rd,ronda.schleicher@ubs.com,,Salesforce
10646423,,James Metcalf,,,jim.metcalf@rbc.com,,List Import
10805557,Inactive Investor,Ronald Chapman,Financial Advisor;Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",ron.chapman@rbc.com,,Salesforce
9581322,,Philip Moshier,,,philip.moshier@lfg.com,,List import
10762933,Inactive Investor,Scott Engelhardt,Regional Vice President,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,scott.engelhardt@primerica.com,,Salesforce
11188512,Inactive Investor,Paige Valchuis,Financial Advisor,"Ameriprise Financial Services, LLC Auburndale MA 450 Lexington St",paige.j.valchuis@ampf.com,,Salesforce
10869131,Inactive Investor,Mitchell Wassink,,Cetera Advisors LLC Portage MI 268 E Kilgore Rd,mitchell.wassink@ceteraadvisors.com,,Salesforce
11176794,Inactive Investor,Bradley Stimmel,,"FBL Marketing Services, LLC Iowa City IA 1402 Willow Creek Ct",,,Salesforce
11212886,Inactive Investor,James Zeller,Financial Advisor,Edward Jones Thomaston CT 76 Watertown Rd,james.zeller@edwardjones.com,,Salesforce
11041049,Inactive Investor,Gregory Weigand,Financial Advisor,LPL Financial LLC Tucson AZ Private Residence,gregory.weigand@lpl.com,,Salesforce
11061494,Inactive Investor,Felipe Juchimiuk Jaworski,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11168930,Inactive Investor,Richard Tidball,,"Osaic Wealth, Inc. Pittsburgh PA 790 Holiday Dr",,,Salesforce
10943410,Inactive Investor,George Yankoupe,Investment Advisor Representative,"Gradient Securities, LLC",gyankoupe@gradientsecurities.com,,Salesforce
10816783,Inactive Investor,Brooke Phillips,Wealth Management Associate,Morgan Stanley Denver CO 250 Fillmore St,,,Salesforce
10946301,Inactive Investor,Christopher Mata,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,christopher.k.mata@fmr.com,,Salesforce
11130189,Inactive Investor,Georgette Peterson,,Commonwealth Financial Network Fairport NY 345 Woodcliff Dr,gpeterson@commonwealth.com,,Salesforce
64745,,Marc Smith,Chief Compliance Officer & Principal Member,Oars Capital,marc@redwaveinvestments.com,717-601-0651,Manual List Upload
10785984,Inactive Investor,Peter Lovecchio,Financial Advisor,"Ameriprise Financial Services, LLC Metairie LA 1 Galleria Blvd",peter.j.lovecchio@ampf.com,,Salesforce
230378,,Monica -,,Monica [[Unknown]],kirbywhitesides@gmail.com,,
10831926,Inactive Investor,Zachary Sech,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,zachary.sech@ubs.com,,Salesforce
11010844,Inactive Investor,Amy Minear,,Purshe Kaplan Sterling Investments Saint Paul MN 200 Village Center Dr,aminear@pksinvest.com,,Salesforce
11017799,Inactive Investor,Carter Olk,,"Northwestern Mutual Investment Services, LLC Clive IA 12289 Stratford Dr",carter.olk@nm.com,,Salesforce
11129901,Inactive Investor,Steven Parrett,Financial Advisor,"Ameriprise Financial Services, LLC Escanaba MI 209 Ludington St",steven.d.parrett@ampf.com,,Salesforce
9574997,,Jason Rhodes,,,rhodes.jason@principal.com,,List import
212463,,LEO KHAN,,[Unknown],leokahns@gmail.com,,source
10657408,,Shai Har-El,,,shai.har-el@equitable.com,,List Import
10646824,,Philip Rollhaus,,,nrollhaus@matterfamilyoffice.com,,List Import
10960164,Inactive Investor,Todd Buchanan,,M. S. Howells & Co. Billings MT 14 N 24th St,,,Salesforce
7436895,,gfhggh fgfgh,,,fobasi6728@cyclesat.com,,Web form fillout
11060603,Inactive Investor,Brad Orr,Chief Compliance Officer;Owner,"Orr, Brad L.",,,Salesforce
11146724,Inactive Investor,Dan Smedley,,"Wells Fargo Clearing Services, LLC Nipomo CA 555 W Tefft St",dan.t.smedley@wellsfargo.com,,Salesforce
10756845,Inactive Investor,Steven Kaser,,"Wells Fargo Clearing Services, LLC Hendersonville NC 421 S Church St",steven.kaser@wellsfargoadvisors.com,,Salesforce
10765816,Inactive Investor,Hazel Zaldivar,Senior Wealth Management Lending Officer;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11049138,Inactive Investor,Teri Larocca,,State Farm VP Management Corp. Morrisville NC 6406 McCrimmon Pkwy,,,Salesforce
11185439,Inactive Investor,Nicole Cooper,Senior Client Associate,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",nicole.cooper@wellsfargoadvisors.com,,Salesforce
11205698,Inactive Investor,Jaden Gebbink,,State Farm VP Management Corp. Saint Joseph MI 500 Renaissance Dr,jaden.gebbink.fmae@statefarm.com,,Salesforce
11032601,Inactive Investor,Roger Williams,Financial Advisor,Thrivent Investment Management Inc. Saint Paul MN 1077 Helmo Ave N,roger.williams@thrivent.com,,Salesforce
9639639,,Julie Pilarski,,,jpilarski@carlsonfamilyfoundation.org,,List import
11061231,Inactive Investor,Thomas Stephens,,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",,,Salesforce
10821799,Inactive Investor,Jana Gingerich,Senior Client Associate,LPL Financial LLC San Diego CA 4747 Executive Dr,jana.gingerich@rbc.com,,Salesforce
10891505,Inactive Investor,Elizabeth Ackman,Financial Advisor,Edward Jones Portland TX 523 Elm St,elizabeth.ackman@edwardjones.com,,Salesforce
109649,,zus can,,aaaz,1503823032@qq.com,(103) 211-0123,Organic Search
10779225,Inactive Investor,Mary Sterbutzel,Registered Client Associate,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",molly.sterbutzel@wellsfargoadvisors.com,,Salesforce
10993164,Inactive Investor,Carolina Young Votto,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11172119,Inactive Investor,Duke Lyskin,Investment Advisor Representative,Commonwealth Financial Network Camarillo CA 751 E Daily Dr,alyskin@commonwealth.com,,Salesforce
9587516,,Airton Chinaglia Junior,,,airtonchinaglia@gmail.com,,List import
9544361,,Matt Stallings,,,mstallings@apexsystems.com,,List import
11161940,Inactive Investor,Aaron Kessler,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",aaron.kessler@wellsfargoadvisors.com,,Salesforce
9582942,,Max Bingre,,,maxaugustbingre@outlook.com,,List import
11124870,Inactive Investor,Stanley Holt,Financial Advisor,Edward Jones High Point NC 1403 Eastchester Dr,stan.holt@edwardjones.com,,Salesforce
10902277,Inactive Investor,Lawrence Erickson,Financial Advisor,Edward Jones Roswell GA 1101 Macy Dr,larry.erickson@edwardjones.com,,Salesforce
11109541,Inactive Investor,Jonathlyn Agyemang,Financial Advisor,Edward Jones North Richland Hills TX Private Residence,,,Salesforce
11162029,Inactive Investor,Jason Herber,Chief Financial Officer;Partner;Senior Wealth Advisor,"TRUE Private Wealth Advisors, LLC",jason.herber@truepwa.com,,Salesforce
11044447,Inactive Investor,Justin Chandler,Financial Representative,"Principal Securities, Inc. Tifton GA Private Residence",chandler.dakota@principal.com,,Salesforce
10843712,Inactive Investor,James Saulnier,Chief Compliance Officer;Financial Planner;Founder;Managing Member,"Jim Saulnier & Associates, LLC",jim@jimhelps.com,,Salesforce
10463726,,RONALD KLEIS,,,rdawgkls@msn.com,,Web Form Fillout
10963748,Inactive Investor,Caroline Armstrong,Assistant Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,caroline.armstrong@citi.com,,Salesforce
9628292,,Bonnie Buhnerkempe,,,investments@bonniebuhnerkempe.com,,List import
11020236,Inactive Investor,Christopher Norman,,"Bankers Life Securities, Inc. Greensboro NC 400 Bellemeade St",christopher.norman@bankerslife.com,,Salesforce
10612563,,Joseph Soranno,"Financial Advisor, Managing Director",,joseph.soranno@ampf.com,,List Import
11020289,Inactive Investor,Miguel Sanchez Perez,,PFS Investments Inc. San Juan PR 19 Calle Acuario,msanchez-perez@primerica.com,,Salesforce
10885065,Inactive Investor,Paul Garetson,,State Farm VP Management Corp. Oklahoma City OK 9020 S Sooner Rd,paul.garetson.rx8a@statefarm.com,,Salesforce
9633055,,scott crowe,,,scocrowe@hotmail.com,,List import
51545,,Mark Heath,Investment Advisor Representative,Lincoln Financial Advisors Corporation,mark.heath@lfg.com,915-543-5630,
10365483,,GIUSEPPE ANTONIO Zarrella,,,giuseppeantoniozarrella@gmail.com,,Web Form Fillout
10932170,Inactive Investor,Anindita Mohanty,,NYLIFE Securities LLC Windsor CT 100 Northfield Dr,amohanty@ft.newyorklife.com,,Salesforce
11090583,Inactive Investor,Kevin Zimmer,Financial Advisor,LPL Financial LLC Concord CA Private Residence,kevin.zimmer@lpl.com,,Salesforce
10755407,Inactive Investor,Lisa McGovern,Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Johnson City TN 206 Princeton Rd",lisa_mcgovern@ml.com,,Salesforce
10950532,Inactive Investor,Lewis Washington,,PFS Investments Inc. Jenkintown PA 261 Old York Rd,lewis.washington@primerica.com,,Salesforce
10858110,Inactive Investor,Merry Scala,Financial Advisor,LPL Financial LLC Rahway NJ 397 Upton Pl,merry.scala@lpl.com,,Salesforce
11098868,Inactive Investor,Ryan Halpern,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,ryan.halpern@corient.com,,Salesforce
10972729,Inactive Investor,David Vogt,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",david.vogt@tiaa.org,,Salesforce
9578983,,Stephanie Page,,,stephanie.page@alternacapital.com,,List import
9587512,,Fernando Gaona,,,fernandogaonamora@gmail.com,,List import
321780,,Tina Tourtillott,Faculty,Haskell Indian Nations University,ttourtillott@haskell.edu,,Manual List Upload
11119797,Inactive Investor,Tristan Amone,Financial Planning Specialist,"Ameriprise Financial Services, LLC Southampton NY 1673 County Road 39",,,Salesforce
10764549,Inactive Investor,Garla Bryant,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",garla_bryant@ml.com,,Salesforce
11103878,Inactive Investor,Bradley Sorensen,Principal,U.S. Cherry LLC,,,Salesforce
10765031,Inactive Investor,Janet Bryant,Financial Advisor;First Vice President;Investment Officer;Portfolio Manager,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",janet.bryant@wellsfargoadvisors.com,,Salesforce
10861575,Inactive Investor,Proctor Robison,,"Mesirow Financial, Inc.",probison@mesirowfinancial.com,,Salesforce
10865520,Inactive Investor,Lynn Henry,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,lynn.henry@primerica.com,,Salesforce
9585572,,Travis Campbell,,,tr.campbell@fi.com,,List import
10766297,Inactive Investor,Tyler Draper,Financial Advisor,"Wells Fargo Clearing Services, LLC Salem OR 500 Liberty St SE",tyler.draper@wellsfargoadvisors.com,,Salesforce
10900843,Inactive Investor,Alison McCarthy,Financial Consultant,LPL Financial LLC Hanover MA 209 Broadway,alison.mccarthy@lpl.com,,Salesforce
10805498,Inactive Investor,Marc Vazquez,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",marc.vazquez@ml.com,,Salesforce
10845217,Inactive Investor,Brian Donovan,Registered Principal,"Ameriprise Financial Services, LLC Washougal WA Private Residence",brian.p.donovan@ampf.com,,Salesforce
10777104,Inactive Investor,Dean Elyacoubi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",dean_elyacoubi@ml.com,,Salesforce
10793663,Inactive Investor,James Hardesty,Financial Professional,Money Concepts Capital Corp Montrose CO Private Residence,jhardesty@moneyconcepts.com,,Salesforce
10836636,Inactive Investor,Thomas Bernazani,,Morgan Stanley Boston MA 28 State St,thomas.bernazani@morganstanley.com,,Salesforce
10898576,Inactive Investor,William Holden,,"Manning & Napier Investor Services, Inc. Saint Petersburg FL 150 2nd Ave N",gholden@manning-napier.com,,Salesforce
9626705,,cumulus cumulus,,,padma@airvantage.mu,,List import
333116,,Michael Dwyer,,Strategic Family Wealth,mtd4@strategicfamilywealth.com,973-575-3444,
11125231,Inactive Investor,Charles Bauer,,PFS Investments Inc. Cranberry Township PA 319 Thomson Park Dr,charles.bauer@primerica.com,,Salesforce
10802401,Inactive Investor,Scott Fischer,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",scott_fischer@ml.com,,Salesforce
9627147,,Wes McClelland,,,wmcclelland@franklinsquaregroup.com,,List import
10985898,Inactive Investor,Gabriel Medina,,J.P. Morgan Securities LLC Pine Bush NY 75 Main St,gabriel.medina@jpmorgan.com,,Salesforce
9588707,,Patrick Prieb,,,patsamprieb@yahoo.com,,List import
10949677,Inactive Investor,Michael Sierawski,,PFS Investments Inc. Dublin OH 565 Metro Pl S,msierawski@primerica.com,,Salesforce
11088266,Inactive Investor,Nico-Lorenzo Larot,,LPL Financial LLC Roseville CA 1112 Galleria Blvd,,,Salesforce
11091435,Inactive Investor,Steve Ninnemann,Vice President - Investments,"Northland Securities, Inc.",sninnemann@northlandsecurities.com,,Salesforce
9583079,,Hafsa Zubair,,,hafsasara1@gmail.com,,List import
11150395,Inactive Investor,Travis Shearer,,PFS Investments Inc. Allentown PA 7310 Tilghman St,tshearer@primerica.com,,Salesforce
10840325,Inactive Investor,William Smith,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",william.smith@nm.com,,Salesforce
5245667,,Charlie Plentywolf,,Plentywolfmedicine,plentywolfc@gmail.com,7203783127,Web Form Fillout
231655,, -,,[[Unknown]],finelinewp@aol.com,,
11161475,Inactive Investor,Brian Akins,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brian.akins@fidelity.com,,Salesforce
9542722,,Nick Murray,,,nmurray4705@gmail.com,,List import
11092151,Inactive Investor,Zachary Stuck,Financial Planner,"Nationwide Securities, LLC",stuckz1@nationwide.com,,Salesforce
11014815,Inactive Investor,Joseph Schreiner,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",joseph.schreiner@nm.com,,Salesforce
9638261,,Chris Bartholomew,,,cbartholomew@uncmc.unc.edu,,List import
10806335,Inactive Investor,Franklin Mooney,,"Ameritas Investment Company, LLC Peoria IL 4930 N Executive Dr",fmooney@ameritas.com,,Salesforce
11044591,Inactive Investor,Benjamin Sieve,Associate,Edward Jones Lenexa KS 8801 Renner Ave,,,Salesforce
10870841,Inactive Investor,Caleb Lloyd,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,caleb.lloyd@fidelity.com,,Salesforce
10924378,Inactive Investor,Thomas Yacovino,,"Stifel, Nicolaus & Company, Incorporated",yacovinot@stifel.com,,Salesforce
10661833,,Matthew Druzba,,,mdruzba@vilascapital.com,,List Import
9642140,,Brian Yun,,,yunbrian@gmail.com,,List import
347013,,John Gualy,"Partner, Member",Eagle Global Advisors Llc,jgualy@eagleglobal.com,713-952-3550,Manual List Upload
10619579,,Thomas Castronovo,,,thomas@totalclaritywealth.com,,List Import
9642313,,Ewerton Carielo,,,ewerton.carielo@gmail.com,,List import
9634203,,Amy Luke,,,aluke@providentwealthgroup.com,,List import
9581729,,Gerard Viola,,,jerry@violacpa.com,,List import
10798901,Inactive Investor,David Earle,Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Modesto CA 1020 10th St,david.earle@morganstanley.com,,Salesforce
10929847,Inactive Investor,Thomas Wittkopf,Financial Advisor,"Gateway Wealth Partners, LLC Eagle River WI 121 W Mill St",twittkopf@mygfpartner.com,,Salesforce
10782755,Inactive Investor,Edward Kelly,,"Chickasaw Securities, LLC",ekelly@chickasawcap.com,,Salesforce
10952953,Inactive Investor,Felicia Stitt,Financial Consultant,"First Citizens Investor Services, Inc. Jacksonville NC 302B Western Blvd",felicia.stitt@firstcitizens.com,,Salesforce
11148449,Inactive Investor,John Craig,,"Allstate Financial Services, LLC Freehold NJ 110 Village Center Dr",johncraig@allstate.com,,Salesforce
10829468,Inactive Investor,George Waren,Financial Advisor,"Wells Fargo Clearing Services, LLC Fayetteville NC 4140 Ferncreek Dr",george.waren@wellsfargoadvisors.com,,Salesforce
10863075,Inactive Investor,Julie Granja,Financial Advisor,Edward Jones Rancho Cordova CA 11249 Gold Country Blvd,julie.granja@edwardjones.com,,Salesforce
10980414,Inactive Investor,Christian Rathbone,,J.P. Morgan Securities LLC Los Angeles CA 10701 W Pico Blvd,christian.rathbone@jpmorgan.com,,Salesforce
10828613,Inactive Investor,Danyell Munassi,Financial Advisor,"Raymond James & Associates, Inc.",danyell.jones@raymondjames.com,,Salesforce
373368,,Ashokchand Baburam,,[Unknown],drbaburam@gmail.com,,source
10802692,Inactive Investor,Patrick Morgan,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,patrick.e.morgan@morganstanley.com,,Salesforce
10926475,Inactive Investor,Brooke Curry,,Fidelity Brokerage Services LLC,,,Salesforce
11058868,Inactive Investor,David Tesitor,,"SCF Securities, Inc. Walsenburg CO 125 E 5th St",dtesitor@scfsecurities.com,,Salesforce
337842,,Christopher Snow,Director,"Cigna Investments, Inc.",christopher.snow@cigna.com,860-226-3723,Manual List Upload
10485800,,Guannan Sun,,,sunguannan@outlook.com,,Web Form Fillout
10765875,Inactive Investor,Carla McConnell,Director - Alternative Investments;Family Wealth Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Denver CO 1550 Market St,carla.scanniello@morganstanley.com,,Salesforce
2649945,,Marcelo Fonseca,,,mantoterra@gmail.com,,
10489231,,Lesley Sartin,"Financial Advisor, Senior Vice President - Investments","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",trey.sartin@wellsfargoadvisors.com,888-646-0751,List Import
10809775,Inactive Investor,Steven Papakirk,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",steven.papakirk@ampf.com,,Salesforce
10838921,Inactive Investor,Matthew Jarvis,Chief Compliance Officer;Managing Partner;President,Jarvis Financial,matthew@jarvisfinancial.com,,Salesforce
10925908,Inactive Investor,Luis Lopez Flores,,Goldman Sachs & Co.,,,Salesforce
9606689,,Martin Porretti,,,mporretti@hotmail.com,,List import
10936814,Inactive Investor,Ryan Groce,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",ryan.groce@nm.com,,Salesforce
343699,,Rod Schauer,Managing Member,"Complete Investment Advisory, Llc",rod@completeinvestmentadvisory.com,701-277-9392,Manual List Upload
10942226,Inactive Investor,Brandon Herring,,"Wells Fargo Clearing Services, LLC Yorktown VA 110 Ottis St",,,Salesforce
9611281,,wilson vicentino,,,wvicentino@uol.com.br,,List import
10960586,Inactive Investor,Travis Kladiva,,AW Securities,,,Salesforce
10762011,Inactive Investor,Kevin Cox,Associate Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 6493 Robinson Center Dr",,,Salesforce
10961908,Inactive Investor,Benjamin Prchal,Financial Advisor,Thrivent Investment Management Inc. Circle Pines MN 6687 Blue Heron Dr,ben.prchal@thrivent.com,,Salesforce
10992073,Inactive Investor,Debra Crisswell,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11208218,Inactive Investor,Singman Siu,,UBS Financial Services Inc. San Francisco CA 555 California St,singman.siu@ubs.com,,Salesforce
10982543,Inactive Investor,Devon French,,J.P. Morgan Securities LLC Boston MA 160 Federal St,devon.french@jpmorgan.com,,Salesforce
11071175,Inactive Investor,Greg Sansum,,"Cambridge Investment Research, Inc. Boca Raton FL 1300 N Federal Hwy",,,Salesforce
235627,, -,,[[Unknown]],urmagicman1@gmail.com,,Organic Search
10762796,Inactive Investor,Nestor Vicknair,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",nestor_vicknair@ml.com,,Salesforce
204475,,Chris Felker,,Private investor,chrisfelk@comcast.net,9048649080,Organic Search
11125164,Inactive Investor,McClain Schweppe,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",mcclain.schweppe@wellsfargoadvisors.com,,Salesforce
10993952,Inactive Investor,Bibianna Bayless,,"Wells Fargo Clearing Services, LLC Bastrop TX 808 Main St",,,Salesforce
11192582,Inactive Investor,William Storey,,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",bill.storey@wellsfargo.com,,Salesforce
9554317,,Joseph DiSanza,,,joedisanza@gmail.com,,List import
8481003,,Rony Polanco,,Morgan Stanley,rony.polanco@morganstanley.com,,List Import
10894569,Inactive Investor,Douglas Zidel,Chief Compliance Officer;President,Zidel Financial Inc.,doug@zidel.com,,Salesforce
10563534,,Victor Liang,,,kaichiehliang@gmail.com,,Web Form Fillout
174247,,Ariel Bengio,,[Unknown],ariel.bengio@ms.com,,
9588679,,Kayla Swenson,,,kayla.swenson@voyafa.com,,List import
10789577,Inactive Investor,Irina Kass,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",irina.e.kass@ampf.com,,Salesforce
10776166,Inactive Investor,John Hanenburg,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Scottsdale AZ 14850 N Scottsdale Rd",hanenburgj@stifel.com,,Salesforce
371834,,Fabian Alfonso,,United States,f.alfonso81@gmail.com,,Salesforce
10863795,Inactive Investor,Jennifer Hartman,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
226181,,Steve -,,[[Unknown]],steveperkins820@gmail.com,,Initial Salesforce Import
10919570,Inactive Investor,Jason Macaluso,Vice President,"Raymond James & Associates, Inc. New Haven CT 265 Church St",jason.macaluso@raymondjames.com,,Salesforce
39333,,Patrick Cernosky,Investment Services Advisor,PNC Investments,patrick.cernosky@pnc.com,888-462-8289,
11066250,Inactive Investor,Nathan Winrich,,"P.J. Robb Variable, LLC Stallings NC Private Residence",,,Salesforce
11042262,Inactive Investor,Leslie Schilp,,"Raymond James & Associates, Inc.",leslie.schilp@raymondjames.com,,Salesforce
11206483,Inactive Investor,Peter Skordilis,,J.P. Morgan Securities LLC Tampa FL 4900 Memorial Hwy,peter.skordilis@jpmorgan.com,,Salesforce
10912651,Inactive Investor,Jeffrey Buczek,,Sigma Financial Corporation Rutherford NJ Private Residence,jbuczek@sigmarep.com,,Salesforce
10813119,Inactive Investor,Nicole Neals,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
11047460,Inactive Investor,Ryan Boyd,,Lincoln Investment Cabot AR 200 Westport Dr,rboyd@lincolninvestment.com,,Salesforce
10965941,Inactive Investor,Peter Freidel,,"Raymond James Financial Services, Inc. Glenwood Springs CO 901 Grand Ave",peter.freidel@raymondjames.com,,Salesforce
9630171,,Sundeep Gokaraju,,,crusadersrg@yahoo.com,,List import
11031342,Inactive Investor,Jacklyn Lozano,Client Service Associate;Practice Associate,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",jacklyn.lozano@ampf.com,,Salesforce
10816634,Inactive Investor,Terry Howard,Vice President,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,terry.howard@primerica.com,,Salesforce
11178144,Inactive Investor,Nydia Lupo,Senior Client Associate,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",nydia.lupo@wellsfargoadvisors.com,,Salesforce
340241,,Kevin Lavelle,,Hillman Company,kmlavelle@hillmanco.com, +1 412 338 3466,Database Upload
340703,,John Hennessy,Consultant Relations Associate,"Great Lakes Advisors, Llc",jhennessy@greatlakesadvisors.co,312-431-1700,Manual List Upload
10906500,Inactive Investor,Thomas Bersot,Member,"Bersot Capital Management, LLC Tiburon CA 1831 Tiburon Blvd",,,Salesforce
10963883,Inactive Investor,Bryan Cambra,,Edward Jones Pawleys Island SC 10555 Ocean Hwy,bryan.cambra@edwardjones.com,,Salesforce
11180791,Inactive Investor,James Phillips,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Dayton OH 540 Lincoln Park Blvd",james.phillips@wellsfargoadvisors.com,,Salesforce
9552720,,Jeffrey Benson,,,jeffbenson@royalaa.com,,List import
10836818,Inactive Investor,Thomas Burdette,Shareholder,"Accordant Advisory Group, Inc. Fairfax VA 4035 Ridge Top Rd",,,Salesforce
11155957,Inactive Investor,Alexander Rasmussen,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",alexander.rasmussen@nm.com,,Salesforce
11195551,Inactive Investor,Jason Osborne,,"Concourse Financial Group Securities, Inc.",jason.osborne@concoursefinancial.com,,Salesforce
10814420,Inactive Investor,Christina Giraldi,Senior Client Associate,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",,,Salesforce
218216,,Pyry Talvinen,,[Unknown],pyry.talvinen@gmail.com,,Direct
11117507,Inactive Investor,Gregory Bowen,Financial Advisor,Edward Jones Starkville MS 100 Russell St,greg.bowen@edwardjones.com,,Salesforce
10792973,Inactive Investor,Stewart Barnes,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roanoke VA 3130 Chaparral Dr",,,Salesforce
11198239,Inactive Investor,Marlene Soto,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",marlene_soto@ml.com,,Salesforce
9554357,,Vikrant Raina,,,vraina@bvlp.com,,List import
9609053,,LAMBERT Romain,,,romain.lambert@wakeup.re,,List import
9540378,,Aryan Sheikhalian,,Capital Markets Trading,asheikhalian@cmt.digital,,List Import
11132237,Inactive Investor,Samuel Barber,,LifeMark Securities Corp. Naugatuck CT 327 Church St,sbarber@lifemark.com,,Salesforce
10868377,Inactive Investor,Esteban Chan,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Jersey City NJ Private Residence",esteban.chan@equitable.com,,Salesforce
231004,, -,,[[Unknown]],tod1026@sbcglobal.net,,
10961921,Inactive Investor,Grayson Hurley,,Commonwealth Financial Network Reston VA 1775 Wiehle Ave,ghurley@commonwealth.com,,Salesforce
10869307,Inactive Investor,Joseph Hermes,Financial Advisor,LPL Financial LLC Edna TX 208 W Main St,joe.hermes@lpl.com,,Salesforce
10930552,Inactive Investor,Katherine Inman,,"Osaic Wealth, Inc. Rye CO Private Residence",,,Salesforce
9541414,,Hafiz Shahzaib Shahid,,,hafiz.shahzeb@gmail.com,,List import
10896455,Inactive Investor,Spike Trueworthy,Financial Advisor,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",spike.trueworthy@wellsfargoadvisors.com,,Salesforce
370532,,Cynthia Hartanto,,Indonesia,ch.cynthia12@gmail.com,,Salesforce
10611688,,Allen Lovejoy,Financial Advisor,,allen.lovejoy@wellsfargoadvisors.com,,List Import
11165623,Inactive Investor,Larry Karban,,"Nations Financial Group, Inc. Memphis TN 5100 Poplar Ave",,,Salesforce
11022398,Inactive Investor,Namita Prasad,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,namitaprasad@statefarm.com,,Salesforce
11121988,Inactive Investor,Timothy Mellott,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",timothy_mellott@ml.com,,Salesforce
10785501,Inactive Investor,David Artusi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Colorado Springs CO 111 S Tejon St",david.artusi@schwab.com,,Salesforce
10942183,Inactive Investor,Jerry Diamantides,Compliance Analyst,"Moors & Cabot, Inc.",jdiamantides@moorscabot.com,,Salesforce
11084463,Inactive Investor,Malcolm Butler,Chief Executive Officer;President;Regulatory Contact,The Fiduciary Group,malcolm@tfginvest.com,,Salesforce
10659643,,Jashley Thomas,,,jashley.thomas@chase.com,,List Import
10753606,Inactive Investor,Gabriel Torres,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mequon WI 1500 W Market St",torres.gabriel@ml.com,,Salesforce
11156354,Inactive Investor,Shalen Stanley,,"Packerland Brokerage Services, Inc. Placentia CA Private Residence",shalen_stanley@packerlandbrokerage.com,,Salesforce
10941462,Inactive Investor,James Kelin,,"Arete Wealth Management, LLC",james.kelin@aretewealth.com,,Salesforce
10972689,Inactive Investor,Matthew Migliaccio,,"CUSO Financial Services, L.P. Cheyenne WY 6523 Yellowstone Rd",,,Salesforce
11008770,Inactive Investor,Jessica Anderson,,"Northwestern Mutual Investment Services, LLC Denver CO 3875 N Steele St",,,Salesforce
11148538,Inactive Investor,Kenneth Specht,,NYLIFE Securities LLC Kenosha WI 7513 7th Ave,kpspecht@ft.newyorklife.com,,Salesforce
10859748,Inactive Investor,Glenda Donley,,"Allstate Financial Services, LLC Sedona AZ 2301 W State Rte 89A",glendadonley@allstate.com,,Salesforce
11058091,Inactive Investor,Tiffany Int Veldt,,"Osaic Wealth, Inc. Bismarck ND 1929 N Washington St",tintveldt@osaicwealth.com,,Salesforce
10606658,,Paul Salierno,Regional Manager,"Lord, Abbett & Co. LLC",psalierno@lordabbett.com,,List Import
11132123,Inactive Investor,Nathan Bosek,,Farther Sartell MN 2107 Troop Dr,,,Salesforce
10956300,Inactive Investor,Craig Anderson,Financial Advisor,Commonwealth Financial Network Hudson OH 10 W Streetsboro St,canderson@commonwealth.com,,Salesforce
11039466,Inactive Investor,Justin Bisel,,"W&S Brokerage Services, Inc. Mount Vernon OH 1650 Coshocton Ave",,,Salesforce
10773495,Inactive Investor,Nicholas Degidio,Director;Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",nicholas.degidio@rbc.com,,Salesforce
9545837,,Rex Doss,,,rex@kmgraphics.biz,,List import
9608112,,mark macaluso,,,mmacaluso@rgsny.com,,List import
10881622,Inactive Investor,Ryan Smith,Financial Advisor,Edward Jones North Augusta SC 507 W Martintown Rd,ryan.smith2@edwardjones.com,,Salesforce
10790016,Inactive Investor,Brian Richardson,Senior Client Associate,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",brian.richardson@wellsfargoadvisors.com,,Salesforce
214867,,shamshad jaffer,,[Unknown],shajaffy@gmail.com,,
10794760,Inactive Investor,Richard Tilbury,Financial Advisor,"Ameriprise Financial Services, LLC Bellingham WA 114 W Magnolia St",richard.x.tilbury@ampf.com,,Salesforce
9552171,,Scott Mosher,,,scott.mosher@pnc.com,,List import
10613443,,Illana Piroozian,"Senior Financial Advisor, Vice President",,illana_piroozian@ml.com,,List Import
10948689,Inactive Investor,Riley Sisson,,"Raymond James Financial Services, Inc. Bozeman MT 1039 Stoneridge Dr",riley.sisson@raymondjames.com,,Salesforce
11194159,Inactive Investor,Nicholas Fischer,Vice President,Morgan Stanley,nicholas.fischer@morganstanley.com,,Salesforce
11142813,Inactive Investor,Caroline Hardy,,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",,,Salesforce
11106491,Inactive Investor,Matthew Kochman,Financial Advisor;Portfolio Manager;Vice President;Vice President - Wealth Management,Morgan Stanley Boca Raton FL 1801 N Military Trl,matthew.kochman@morganstanley.com,,Salesforce
10912650,Inactive Investor,Mark Narby,Chief Compliance Officer;Managing Partner,"Western New York Financial Group, LLC",mnarby@wnyfg.com,,Salesforce
10893464,Inactive Investor,Gary Gonzalez,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",ggonzalez@siebertnet.com,,Salesforce
11255019,Inactive Investor,Gina Slayton,Wealth Advisor,Bartlett & Co. Wealth Management LLC,,,Salesforce
11135141,Inactive Investor,Jeffry Korte,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",jeffry_korte@ml.com,,Salesforce
11037385,Inactive Investor,Alicia Showalter,,Cetera Advisor Networks LLC Lancaster PA 500 Olde Hickory Rd,,,Salesforce
11078184,Inactive Investor,Nai Saelee,Office Manager,"Ameriprise Financial Services, LLC Merced CA 3172 Collins Dr",nai.k.saelee@ampf.com,,Salesforce
161132,,Ran Dang,,[Unknown],edding.suree@gmail.com,,
353307,,Bernard Sheng,,Bernard Sheng,bernardsheng@gmail.com,,Organic Search
9557638,,Michel Humbert,,,humbert.michel@bluewin.ch,,List import
2082662,,Manojkumar Manojkumar,,,manojkumarmanojkumar1743@gmail.com,,
10881830,Inactive Investor,Marten Mullins,Chief Compliance Officer;Managing Member,Black Horse Wealth Management,marty@blackhorsewealth.com,,Salesforce
10875672,Inactive Investor,Cody Lubeley,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",cody.p.lubeley@nm.com,,Salesforce
10026391,,ARMANDO Bco,,,armandobco@gmail.com,,Web form fillout
10794265,Inactive Investor,Lawrence Hamilton,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",,,Salesforce
10888300,Inactive Investor,Anthony Devoe,,Fidelity Brokerage Services LLC Tampa FL Private Residence,anthony.devoe@fidelity.com,,Salesforce
372543,,Ryan Roberts,,United States,robertspilot@gmail.com,,Salesforce
10963272,Inactive Investor,Riley Mullen,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
9610117,,Do?a Ersoy,,,doergasoy@outlook.com.tr,,List import
11233973,Inactive Investor,Kenneth Matney,,"Kestra Investment Services, LLC Round Rock TX 1101 Satellite Vw",,,Salesforce
11032135,Inactive Investor,Wanda Vazquez Morales,,PFS Investments Inc. San Juan PR 19 Calle Acuario,wvazquez-morales@primerica.com,,Salesforce
10983418,Inactive Investor,Angela Hundt,Chief Compliance Officer;Partner,"Elevation Wealth Partners, LLC",angie@elevationwealthllc.com,,Salesforce
10844329,Inactive Investor,Cheryl Sherrard,Corporate Secretary;Director - Financial Planning;Regulatory Contact;Secretary;Senior Financial Advisor,Clearview Wealth Management,csherrard@cvwmgmt.com,,Salesforce
9543816,,Nick Sharples,,,nsharples@gmail.com,,List import
220823,,Scott Lester,,[[Unknown]],scott.lester@xtra.co.nz,,Organic Search
9582810,,Charles Morrison,,,charles.morrison@suntrust.com,,List import
10888494,Inactive Investor,Marshall Larsen,Chief Compliance Officer;Owner,Larsen Financial Services,,,Salesforce
11230293,Inactive Investor,Keith Simmons,,"FBL Marketing Services, LLC Yuma AZ 7175 E 31st Pl",keith.simmons@fblfinancial.com,,Salesforce
10900438,Inactive Investor,Watson Bailly,,Cetera Investment Services LLC New York NY 1430 Broadway,watson.bailly@ceterainvestors.com,,Salesforce
10947071,Inactive Investor,Michael Venturini,Wealth Manager,"Annex Wealth Management, LLC",mventurini@annexwealth.com,,Salesforce
11065517,Inactive Investor,Everett Green,,PFS Investments Inc. Shreveport LA 2001 E 70th St,everett.green@primerica.com,,Salesforce
9542264,,Richard Hayes,,,rhayes@jasperridge.com,,List import
10998849,Inactive Investor,James Black,,J.P. Morgan Securities LLC Harrisburg PA 4700 Jonestown Rd,james.x.black@chase.com,,Salesforce
11205111,Inactive Investor,Alina Lloyd,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",alina.lloyd@ml.com,,Salesforce
1002549,Inactive Investor,Sean McTigue,Research Analyst,Eversource Energy,sean.mctigue@eversource.com, +1 800 286 5000,
368266,,Mark Zurack,Other,,mz2015@gsb.columbia.edu,19172324026,Webinar
232348,, -,,[[Unknown]],garrettse1987@protonmail.com,,
9646603,,Jose G Bernardino Vasquez,,,jayvasquez90@gmail.com,,List import
11136969,Inactive Investor,David Peters,Investment Consultant,"Charles Schwab & Co., Inc. Orlando FL 420 S Orange Ave",,,Salesforce
10896117,Inactive Investor,Lorie Kirtz,Financial Advisor,"Ameriprise Financial Services, LLC Glencoe MN 703 11th St E",lorie.2.kirtz@ampf.com,,Salesforce
10803534,Inactive Investor,Randall Leblanc,,Cetera Advisor Networks LLC Clarkesville GA Private Residence,leblancr@ceteranetworks.com,,Salesforce
10766860,Inactive Investor,John Eggleston,Senior Vice President;Wealth Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.eggleston@morganstanley.com,,Salesforce
9635900,,Walter Pinto,,,wpinto@hastingsequity.com,,List import
372139,,Chad Tomaschefski,,Canada,chadt1@mac.com,,Salesforce
9624203,,Jayanti Patel,,,jvpatel2005@gmail.com,,List import
10757375,Inactive Investor,Natalie Plaza,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",natalie.plaza@ml.com,,Salesforce
11223092,,Katie Hellman,,,katie.hellmann@brighthousefinancial.com,,List Import
11208502,Inactive Investor,Jason Pizer,,Citigroup Global Markets Inc.,jason.pizer@citigroup.com,,Salesforce
9643654,,Robert Lee,,,robert.w.lee@gmail.com,,List import
10845495,Inactive Investor,Martha Spence,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville GA 340 Jesse Jewell Pkwy SE",martha.spence@ml.com,,Salesforce
10907315,Inactive Investor,Noor-Eddin Sammour,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
9595927,,Michael Ivie,,,mivie@chesapeakecapital.com,,List import
39317,,Lamar Ratcliffe,,"MML Investors Services, LLC",lratcliffe@massmutual.com,216-621-5680,
9587595,,George Pandaleon,,,gpandaleon@inlandinstitutional.com,,List import
11135094,Inactive Investor,Brandon Campbell,Financial Advisor,"Ameriprise Financial Services, LLC Saranac Lake NY 43 Broadway",brandon.campbell@ampf.com,,Salesforce
11006779,Inactive Investor,Linda Stewart,,Edward Jones Opelika AL 3320 Skyway Dr,,,Salesforce
9560576,,Chad William Bauska,,,chad.williambauska@icloud.com,,List import
10848140,Inactive Investor,Erin Tellez,,LPL Financial LLC Portsmouth NH 118 Maplewood Ave,erin.tellez@lpl.com,,Salesforce
11198293,Inactive Investor,Sarah Rtel Bennani,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9624606,,ULRIK HOKSNES KARLSEN,,,ulrik.karlsen@norient.co,,List import
10925932,Inactive Investor,Curnaldo Hill,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,curnaldo_hill@vanguard.com,,Salesforce
9624716,,Dewayne Brown,,,math1914@gmail.com,,List import
10959817,Inactive Investor,Sierra Hocking,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10851187,Inactive Investor,Shaun Erickson,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,shaun.erickson@jpmorgan.com,,Salesforce
10859757,Inactive Investor,Juan Gonzalez Rivera,,Oriental Financial Services LLC Ponce 2 Las Americas Housing,,,Salesforce
352063,,Garrett Hatton,"Senior Associate, Investments","Alcion Ventures, L.p.",ghatton@alcionventures.com,617-603-1000,Manual List Upload
10857072,Inactive Investor,Scott Pollack,,"Equitable Advisors, LLC Nutley NJ Private Residence",,,Salesforce
512,,,,,amberlee250@yeah.net,,
10940584,Inactive Investor,Brandon Seidel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.seidel@fidelity.com,,Salesforce
11033321,Inactive Investor,Stephanie Parks,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 1616 Concierge Blvd",stephanie.parks@ml.com,,Salesforce
10954032,Inactive Investor,Suhanna Miller,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11018801,Inactive Investor,Paul Lavezzoli,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",paul.lavezzoli@ml.com,,Salesforce
11188342,Inactive Investor,Oliver Arnold,Financial Professional,"Pruco Securities, LLC. Catonsville MD 757 Frederick Rd",oliver.arnold@prudential.com,,Salesforce
10949062,Inactive Investor,Mark Bailey,Investment Advisor,Integrated Advisors Network LLC Henderson NV 2200 Paseo Verde Pkwy,,,Salesforce
11146748,Inactive Investor,Charles Wray,Wealth Advisor,"Cornerstone Wealth Management, LLC Lake Saint Louis MO 6895 Lake Saint Louis Blvd",,,Salesforce
11101124,Inactive Investor,Brian Bernatchez,Financial Advisor,LPL Financial LLC Waterville ME 129 Silver St,brian.bernatchez@lpl.com,,Salesforce
10917083,Inactive Investor,Richard Allen,,"Osaic Wealth, Inc. Carmel NY 124 Seven Hills Lake Dr",,,Salesforce
11223104,,Caroline Connolly,,,cconnolly@firstrepublic.com,,List Import
10753188,Inactive Investor,Stephen Mersinger,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11176392,Inactive Investor,Jose Valdez,,LPL Financial LLC Aurora IL 2 S Broadway,jose.valdez@lpl.com,,Salesforce
10779198,Inactive Investor,Michael Pansovoy,,Bolton Global Capital North Andover MA 30 Massachusetts Ave,,,Salesforce
216612,,John Campbell,,[Unknown],john1941d@gmail.com,,Event
9626929,,yang gege,,,onlyfkipc@gmail.com,,List import
9546763,,Vinayak Iyer,,,vs1624@nyu.edu,,List import
9586742,,Zahid Rizvi,,,zahid.rizvi@fidelity.com,,List import
11180323,Inactive Investor,Devin Hornsby,Financial Advisor,Edward Jones Connersville IN 3040 Western Ave,devin.hornsby@edwardjones.com,,Salesforce
10864737,Inactive Investor,Gregory Faranello,,"AmeriVet Securities, Inc.",gfaranello@amerivetsecurities.com,,Salesforce
10494124,,Basel Alnajjab,,Virtu,balnajjab@virtu.com,,List Import
10787114,Inactive Investor,Jill Brandon,,Fidelity Brokerage Services LLC,jill.brandon@fidelity.com,,Salesforce
9603786,,SHANE MOLIDOR,,,shane.molidor@ascendex.com,,List import
11039721,Inactive Investor,Larry Lagerberg,Client Assistant,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,llagerberg@rwbaird.com,,Salesforce
10822688,Inactive Investor,Patrick Zamkin,Financial Advisor,Edward Jones Homewood IL 18735 Dixie Hwy,patrick.zamkin@edwardjones.com,,Salesforce
10924356,Inactive Investor,William Shaw,,Stonex Securities Inc. Beverly Hills CA 9830 Melinda Dr,,,Salesforce
10793329,Inactive Investor,Rachel Taylor,,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,rachel.taylor@ubs.com,,Salesforce
11236742,Inactive Investor,James Logatto,Executive Vice President;Head - US Private Banking,"IDB Lido Wealth, LLC",,,Salesforce
10875125,Inactive Investor,Carolina Restrepo,Branch Administrator;Registered Client Service Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,carolina.restrepo@morganstanley.com,,Salesforce
10929193,Inactive Investor,Aaron Elkins,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
9598648,,Martha Diaz,,,chuvy4ever@aol.com,,List import
11053266,Inactive Investor,Sean Doody,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
11107879,Inactive Investor,Steven Dodge,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11042414,Inactive Investor,Jeremy Bardon,Financial Advisor,LPL Financial LLC Appleton WI 2915 W College Ave,jeremy.bardon@lpl.com,,Salesforce
10756459,Inactive Investor,Christopher Tomasetti,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,christopher.tomasetti@fidelity.com,,Salesforce
9609224,,Hoi Yuen CHEONG,,,hoicheong403@gmail.com,,List import
11054729,Inactive Investor,Mark Berez,Financial Advisor,Morgan Stanley Dix Hills NY Private Residence,mark.berez@morganstanley.com,,Salesforce
9571657,,George -,,,gb@geoburke.com,,List import
11219748,,Robert Lyons,,,rlyons@investorsassetmanagement.com,,Other
10908062,Inactive Investor,Paige Brenner,Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,paige.brenner@morganstanley.com,,Salesforce
11146884,Inactive Investor,Tyler Kang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nottingham MD 9635 Belair Rd",tyler.kang@ml.com,,Salesforce
11170512,Inactive Investor,Ethan Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11098766,Inactive Investor,Vladimir Bubucea,Chief Compliance Officer;Financial Advisor;Managing Member,Emet Fund Global Advisors LLC Hallandale Beach FL 1745 E Hallandale Beach Blvd,,,Salesforce
10757524,Inactive Investor,Winifred Robinson,Financial Advisor,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,wrobinson@jmsonline.com,,Salesforce
11107818,Inactive Investor,Keith Bong,Investment Advisor,"Sidoxia Capital Management, LLC",kbong@sidoxia.com,,Salesforce
11194476,Inactive Investor,Andrew Vincent,,State Farm VP Management Corp. Edmond OK 100 NW 150th St,drew.vincent.r5he@statefarm.com,,Salesforce
11148381,Inactive Investor,David McLeod,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.mcleod@fidelity.com,,Salesforce
9612299,,Bout Fort,,,boutik14@gmail.com,,List import
11022051,Inactive Investor,Margaret Cargle,Investment Advisor,Heinz Investments,,,Salesforce
11183154,Inactive Investor,Savannah Warren,Associate Advisor;Financial Planning Associate,"Morling Financial Advisors, LLC",,,Salesforce
11108638,Inactive Investor,Lisa Wolf,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,lisa.wolf@fidelity.com,,Salesforce
11054045,Inactive Investor,Michael Gordon,Financial Professional,"MML Investors Services, LLC Albuquerque NM 8100 Lang Ave NE",mgordon@massmutual.com,,Salesforce
11057426,Inactive Investor,Dayna Tonseth,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10765238,Inactive Investor,Kimberly Snow-Lawlor,Branch Director,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",kimberly.snow-lawlor@rbc.com,,Salesforce
11158802,Inactive Investor,Thelma Ferguson,,J.P. Morgan Securities LLC,thelma.ferguson@jpmorgan.com,,Salesforce
219098,,robert peery,,[Unknown],wadepeery@gmail.com,,
9622553,,Yunior Laucel,,,junior.laucel10@gmail.com,,List import
337036,,Justin Roberts,Managing Director,"Cove Hill Partners, L.p.",jr@covehillpartners.com,857-245-6060,Manual List Upload
244072,,Jamie Freeman,Financial Advisor,Freeman Financial,jamiefreeman37@yahoo.com,19414441225,Manual List Upload
113341,,Bryan Persak,Director,"Principal Securities, Inc.",persak.bryan@principal.com,919-881-1277,
11038673,Inactive Investor,Heather Jendrusch,Lead Advisor,Paragon Financial Advisors,hjendrusch@paragon-adv.com,,Salesforce
10848278,Inactive Investor,Robert Fiore,,"World Investments, Inc.",rfiore@tfsweb.com,,Salesforce
11138992,Inactive Investor,Peter Wielocha,Private Banker,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,peter.wielocha@jpmorgan.com,,Salesforce
9607110,,Amy Graglia,,,amy.graglia@gmail.com,,List import
10596611,,Robert Hall,,,robert.hall@truist.com,,Web Form Fillout
10774484,Inactive Investor,Brett Zatulove,Financial Advisor;Managing Director;Portfolio Management Director,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,brett.zatulove@morganstanley.com,,Salesforce
11187469,Inactive Investor,Fahad Ali,,J.P. Morgan Securities LLC Voorhees NJ 700 Berlin Rd,fahad.ali@jpmorgan.com,,Salesforce
9550382,,Michael Vardas,,,mav@ntrs.com,,List import
10612671,,Philip Von Arx,Financial Advisor,,philip.b.vonarx@ampf.com,,List Import
10800443,Inactive Investor,Andrew Wade,Branch Director;Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Kennewick WA 1009 N Center Pkwy",andrew.j.wade@rbc.com,,Salesforce
11125505,Inactive Investor,Katie Smith,Senior Accounting Analyst,Edward Jones Raleigh NC 815 Oberlin Rd,katie.smith@edwardjones.com,,Salesforce
11058674,Inactive Investor,John Babauta,,"Raymond James Financial Services, Inc. Redmond WA 15255 NE 40th St",john.babauta@raymondjames.com,,Salesforce
9564616,,Anna L,,,quynhanh-le@hotmail.com,,List import
11057568,Inactive Investor,Kevin Sheehy,,Jefferies LLC,ksheehy@jefferies.com,,Salesforce
9558999,,Eric Haritakis,,,ericmh80@gmail.com,,List import
10611349,,Charles Gay,"Senior Vice President, Vice President, Wealth Management Advisor",,charles_gay@ml.com,,List Import
11045869,Inactive Investor,Miranda Roy,,"Osaic Wealth, Inc. Auburn ME 195 Center St",,,Salesforce
11205192,Inactive Investor,Terrence Britt,Chief Operating Officer;Regulatory Contact;Vice President,"Ashton Thomas Securities, LLC Rochester NY 2243 Lyell Ave",britt@excelsecurities.com,,Salesforce
10795813,Inactive Investor,Tracy Adamczyk,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",tracy.l.adamczyk@ampf.com,,Salesforce
9626635,,Bradley thrasher,,,bthrasher200@gmail.com,,List import
107046,,Muhammed Bilaal Jodhun,,Thailand,bilaal.jodhun@gmail.com,,
9574938,,Danna Jarvis,,,djarvis@hightoweradvisors.com,,List import
9640788,,Justin Paniagua,,,justin@przewlockihorvath.com,,List import
233264,, -,,[[Unknown]],guillaume.ouchene@live.fr,,
10918231,Inactive Investor,Ming Tam,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2263 Colorado Blvd",ming.tam@ml.com,,Salesforce
9634012,,Mukesh NA,,,sector9@workmail.com,,List import
9627950,,Joyce Chang,,,joyce.chang@jpmorgan.com,,List import
11008424,Inactive Investor,Matthew Baker,,"Patrick Capital Markets, LLC Irvine CA 2338 Scholarship",,,Salesforce
11129877,Inactive Investor,Jason Tapp,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11027823,Inactive Investor,Tracie Guyer,Financial Advisor,LPL Financial LLC Roanoke TX 11350 Cleveland Gibbs Rd,tracie.guyer@lpl.com,,Salesforce
11231274,Inactive Investor,Bryan Hickel,,Commonwealth Financial Network Santa Monica CA Private Residence,,,Salesforce
10878404,Inactive Investor,Joseph Montgomery,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",,,Salesforce
10821095,Inactive Investor,Donald Depalma,Chief Compliance Officer;Member;Partner,Buckeye Wealth Management LLC,dj@buckeyewealth.com,,Salesforce
11013710,Inactive Investor,Bonnie Obarski,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
167347,,Bruno Vallandro,,[Unknown],bkvallandro@hotmail.com,,Organic Search
10896241,Inactive Investor,Elliott Evans,Financial Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,elliott.evans@lpl.com,,Salesforce
11078590,Inactive Investor,Brady Clark,,Paulson Investment Company LLC,bclark@paulsoninvestment.com,,Salesforce
371795,,Cyril Legret,,United States,cyril.legret@gmail.com,,Google Natural Search
370323,,Robert Hamrin,,Robert Hamrin,rdhamrin@gmail.com,571-643-4526,Other
232559,, -,,[[Unknown]],jamseven@comcast.net,,
11033974,Inactive Investor,Ana Orona,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",20ana.orona@equitable.com,,Salesforce
11025442,Inactive Investor,John Artmann,,"Wells Fargo Clearing Services, LLC San Carlos CA 632 Laurel St",abe.artmann@wellsfargo.com,,Salesforce
9560812,,Tina Maddela,,,tmaddela@sagellc.com,,List import
11146396,Inactive Investor,Cory Bloom,Financial Advisor;Financial Planning Specialist,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,cory.bloom@ms.com,,Salesforce
11132404,Inactive Investor,Robert Gleckler,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,robert.gleckler@jpmorgan.com,,Salesforce
10888937,Inactive Investor,Austin Poirier,Partner;Senior Investment Advisor,Ballentine Partners,apoirier@ballentinepartners.com,,Salesforce
2226491,,Jeff Hill,,,jeffrey.paul.hill@gmail.com,,Web Form Fillout
5769991,,FRANCIS Moraleda,,,iamwhoiamkiko@gmail.com, +639384621160,Web Form Fillout
10961328,Inactive Investor,Sandi Carroll,Administrative Assistant,"Ameriprise Financial Services, LLC Asheville NC 2 Town Square Blvd",sandi.carroll@ampf.com,,Salesforce
9635712,,Merryl Hackman,,,merryl@oakfingroup.com,,List import
11054340,Inactive Investor,Tonya Ewing,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",tonya.ewing@rbc.com,,Salesforce
10696087,,Tony Donato,,Redtail Technology,tony.donato@orion.com,,List Import
11152878,Inactive Investor,Lindsay Bennear,,"Avantax Investment Services, Inc. Johnstown PA 237 Johns St",lindsay.carpenter@myavantax.com,,Salesforce
11048691,Inactive Investor,Thomas Castronovo,President,"Total Clarity Wealth Management, Inc Batavia IL 201 Houston St",thomas@totalclaritywealth.com,,Salesforce
10959549,Inactive Investor,Noelle Sands,,Fidelity Brokerage Services LLC,,,Salesforce
7157840,,Jack Smith,,,jsmi2022@gmail.com,,Web Form Fillout
11133318,Inactive Investor,Matthew Tapping,,"Ameritas Investment Company, LLC",matthew.tapping@ameritas.com,,Salesforce
11123654,Inactive Investor,Robert Benites,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",robert.benites@ml.com,,Salesforce
3030627,,Tayyab Khokhar,,,tkhokhar851@gmail.com,,
10954483,Inactive Investor,John Crowley,Financial Professional,"Hornor, Townsend & Kent, LLC South Jordan UT 10813 S River Front Pkwy",jcrowley@htk.com,,Salesforce
10926046,Inactive Investor,Adrian Torrico Herbas,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10914528,Inactive Investor,Shane Marrone,Financial Advisor,"United Brokerage Services, Inc Shepherdstown WV 7867 Martinsburg Pike",smarrone@united-brokerage.com,,Salesforce
11111000,Inactive Investor,Daniel Kramer,Chief Compliance Officer;Chief Financial Officer;Regulatory Contact,Tishman Capital Partners,dkramer@tishman.com,,Salesforce
10840037,Inactive Investor,Kenneth Riley,,Country Capital Management Company Sparks NV 2351 Pyramid Way,kenny.riley@countryfinancial.com,,Salesforce
9579635,,Mark Cohen,,,mcohen@nationalsecurities.com,,List import
10881979,Inactive Investor,Christopher Osso,Premier Banker,"Wells Fargo Clearing Services, LLC Eastchester NY 375 White Plains Rd",,,Salesforce
10996245,Inactive Investor,Jay Klavene,,J.P. Morgan Securities LLC Scottsdale AZ 11355 E Via Linda,,,Salesforce
11136709,Inactive Investor,Charles Christian,,"Silver Oak Securities, Incorporated Madisonville LA 381 Hwy 21",,,Salesforce
10617643,,James Kendzior,,,james.kendzior@wellsfargoadvisors.com,,List Import
10815388,Inactive Investor,Mark Kamerman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Simi Valley CA 6495 Sibley St",mark.k.kamerman@ampf.com,,Salesforce
10910882,Inactive Investor,Traci Peterson,Financial Consultant,"Great Valley Advisor Group, Inc. Marshall WI W 20 Main St",tpeterson@greatvalleyadvisors.com,,Salesforce
9588663,,David Vallone,,,valloned@hotmail.com,,List import
11167512,Inactive Investor,Eugene Boyer,,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",,,Salesforce
11187174,Inactive Investor,Sean Ferguson,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,sean.ferguson@primerica.com,,Salesforce
230273,, -,,[[Unknown]],elemerhegedus@gmail.com,,
10911566,Inactive Investor,Kathleen Phan,,Stirlingshire Investments,,,Salesforce
10494291,,Kevin Gray,Chief Executive Officer,Veracity Capital LLC,wildcatscott@gmail.com,,List Import
10525247,,Mike Schantzen,,,mschan8840@aol.com,,Web Form Fillout
9580309,,Jeffery Stanton,,,jtstanton@me.com,,List import
11150584,Inactive Investor,Mercedes Atkins,,Fidelity Brokerage Services LLC,,,Salesforce
11012038,Inactive Investor,Grace Satori,Specialist,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,gsatori@rwbaird.com,,Salesforce
9614407,,Christian Webb,,,christian.webb@informa.com,,List import
9645135,,Curt Gaines,,,jjeter219@gmail.com,,List import
10934049,Inactive Investor,Jennifer Kathman,Wealth Manager,Creative Planning Delray Beach FL Private Residence,jennifer.kathman@creativeplanning.com,,Salesforce
11111949,Inactive Investor,Carl Lee,,"Thoroughbred Financial Services, LLC Jackson TN 7 Security Dr",clee@thoroughbredfinancial.com,,Salesforce
11106383,Inactive Investor,Zakkary Fuchs,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",zakkary.fuchs@wellsfargoadvisors.com,,Salesforce
10908403,Inactive Investor,Ian Pontell-Schaefer,,"Empower Financial Services, Inc",ian.pontell-schaefer@empower.com,,Salesforce
11016773,Inactive Investor,Justin Budd,Financial Advisor,Edward Jones Elgin IL 2295 Valley Creek Dr,,,Salesforce
11003325,Inactive Investor,Carrie Archibald,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",,,Salesforce
10754181,Inactive Investor,Daniel Johnson,Business Management Specialist,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,daniel.g.johnson@jpmorgan.com,,Salesforce
11222818,,James Sotell,,,jsotell@comperiorc.com,,List import
9572669,,David Rogers,,,david.rogers@castlehook.com,,List import
11260773,Inactive Investor,Hanzhi Liu,,Evercore Group L.L.C.,,,Salesforce
10850125,Inactive Investor,John Shea,Investment Advisor Representative,"First Advisors National, LLC Denton TX 3939 Teasley Ln",,,Salesforce
11150978,Inactive Investor,Wesley Petteway,Financial Advisor,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",wes.petteway@nm.com,,Salesforce
36667,,Spencer Hill,"Financial Advisor, Investment Advisor Representative","Voya Financial Advisors, Inc.",spencer.hill@voyafa.com,425-698-1718,
11134245,Inactive Investor,Victoria Hayward,Financial Advisor;Senior Vice President,Morgan Stanley Columbus OH 4449 Easton Way,victoria.hayward@morganstanley.com,,Salesforce
11018380,Inactive Investor,Andres Sinclair,Partner,Legend WM,,,Salesforce
351520,,Charles Gibson,Analyst,Arrowhead Investment Management Llc,cgibson@arrowheadmgt.com,203-485-0700,Manual List Upload
10878764,Inactive Investor,Bruce Keenan,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",,,Salesforce
11186589,Inactive Investor,Chi-Tak Chow,,J.P. Morgan Securities LLC West Lafayette IN 210 W State St,chi-tak.chow@jpmorgan.com,,Salesforce
11205186,Inactive Investor,Emmanuel Blankson,,PFS Investments Inc. Chicago IL 9510 S Constance Ave,emmanuel.blankson@primerica.com,,Salesforce
11033722,Inactive Investor,Amanda Jenkins,,State Farm VP Management Corp. Orbisonia PA 540 Ridgley St,,,Salesforce
10928885,Inactive Investor,Gregory Kausch,Investment Advisor Representative,"Equity Services, Inc. Pittsford NY 1159 Pittsford Victor Rd",kausch_greg@nlvmail.com,,Salesforce
10777600,Inactive Investor,David Seager,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",dave.seager@nm.com,,Salesforce
11118092,Inactive Investor,Stephen Jones,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Florence SC 1325 Cherokee Rd",stokesc@stifel.com,,Salesforce
10882539,Inactive Investor,Robert Brotemarkle,Financial Advisor,Edward Jones Houston TX 12238 Queenston Blvd,robb.brotemarkle@edwardjones.com,,Salesforce
11125255,Inactive Investor,David Kyi,,"Sogotrade, Inc. Chesterfield MO 1 McBride and Son Center Dr",dkyi@sogotrade.com,,Salesforce
9644076,,Arvind Gopal,,,agopal@postroadgroup.com,,List import
10790744,Inactive Investor,Thomas Pflug,Chief Compliance Officer;Manager;President,"Pflug Koory, LLC",tom@pkllc.com,,Salesforce
230393,, -,,[[Unknown]],cmorgan8@hotmail.co.uk,,Organic Search
10852202,Inactive Investor,Kevin Heyman,,"Raymond James Financial Services, Inc. Newport News VA 11820 Fountain Way",kevin.heyman@raymondjames.com,,Salesforce
10906319,Inactive Investor,Jason Glisczynski,Investment Advisor Representative,Brookstone Capital Management LLC Stevens Point WI 2715 Post Rd,,,Salesforce
11014203,Inactive Investor,James Mcdermott,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",james.mcdermott@nm.com,,Salesforce
24904,,James Myrtetus,Associate,Surveyor Capital Management,james.myrtetus@surveyor-capital.com,1-646-403-8200,Database Upload
10990332,Inactive Investor,Brent Wells,Financial Advisor,Brookstone Capital Management LLC Columbus OH 6641 N High St,,,Salesforce
9541466,,Nilesh Navlakha,,,nnavlakha@gmail.com,,List import
11140755,Inactive Investor,Giselle Alcala,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,giselle.x.rodriguez.alcala@us.hsbc.com,,Salesforce
11095485,Inactive Investor,August Zenzius,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",augie_zenzius@ml.com,,Salesforce
10763095,Inactive Investor,Raymond Miranda,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",,,Salesforce
10873020,Inactive Investor,Tyler Schwan,Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",tyler.w.schwan@ml.com,,Salesforce
11210893,Inactive Investor,Patrick Ganier,,"U.S. Bancorp Investments, Inc. Boise ID 7230 W Fairview Ave",,,Salesforce
9555756,,Lindsay Meidl,,,meidl.lindsay@principal.com,,List import
9547589,,Pamela Abraham,,,pabraham@hightoweradvisors.com,,List import
9580964,,m t,,,matthewt@gmail.com,,List import
9610798,,Robert Baines,,,zahiro777@gmail.com,,List import
9598990,,Kittinatcha Nadee,,,kittithinee57@gmail.con,,List import
11051246,Inactive Investor,Howard Holmes,,J.P. Morgan Securities LLC Schererville IN 1801 Kennedy Ave,scott.h.holmes@jpmorgan.com,,Salesforce
6017460,,morea min,,,nawomo3109@cmeinbox.com,,Web Form Fillout
11165512,Inactive Investor,Christian Blancas,,J.P. Morgan Securities LLC Chicago IL 6155 N Western Ave,christian.m.blancas@chase.com,,Salesforce
225716,, -,,[[Unknown]],igor.franciskovic@gmail.com,,Initial Salesforce Import
11208991,Inactive Investor,Joseph Mills,,"Kestra Investment Services, LLC Lutherville Timonium MD 16 Greenmeadow Dr",,,Salesforce
230677,, -,,[[Unknown]],jcjuarez108@gmail.com,,
10978265,Inactive Investor,Vincent Franceschi,Relationship Manager;Vice President,J.P. Morgan Securities LLC San Francisco CA 1 Front St,vincent.franceschi@jpmorgan.com,,Salesforce
10696183,,Kevin O'Leary,,Lincoln Investment,koleary@lincolninvestment.com,,List Import
10850964,Inactive Investor,Anna McKinnon,Associate Vice President;Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,anna.mckinnon@morganstanley.com,,Salesforce
10881671,Inactive Investor,Elaine Roecklein,,"Cambridge Investment Research, Inc. Manassas VA 9219 Center St",,,Salesforce
11209836,Inactive Investor,Edward Shoemaker,,J.P. Morgan Securities LLC Oakdale CA 325 E F St,edward.p.shoemaker@chase.com,,Salesforce
11021215,Inactive Investor,Gigi Dictor,,"Mutual Securities, Inc. Thousand Oaks CA 100 E Thousand Oaks Blvd",gigi.dictor@mutualsecurities.com,,Salesforce
9630376,,Legacy Ave,,,legacyace911@gmail.com,,List import
10696170,,Jose Fidalgo-Cordova,,"Kovack Securities, Inc",jfidalgo@ksifa.com,,List Import
9590996,,Lung Lung Tu,,,lunglungtu@gmail.com,,List import
9601530,,Scott Walloch,,,swalloch@hkfs.com,,List import
9557978,,Jean Wilczynski,,,jwilczynski@exencialwealth.com,,List import
10942855,Inactive Investor,Cynthia Fermin,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
346535,,Charles Green,Director,Deutsche Bank Securities Inc.,charles.green@db.com,212-250-2500,Manual List Upload
228241,,Cathy Zabat -,,Cathy Zabat [[Unknown]],cathrz6@gmail.com,,Direct
74010,,Brad Stieben,"Financial Consultant, Vice President, Wealth Management Advisor",Fidelity Personal and Workplace Advisors,brad.stieben@fidelity.com,,
11191158,Inactive Investor,Mei Wang,,HSBC Securities (USA) Inc.,,,Salesforce
9579727,,James Hurley,,,hurleyj@voyafa.com,,List import
9574806,,Terrence Casey,,,terry@chancellorfinancialgroup.com,,List import
9586199,,Toumi yassine,,,yassinetoumi1@live.fr,,List import
249302,,Raj Bajaj,,Gama Global Capital,rbajaj@gamagbl.com,,Manual List Upload
335660,,Richard Chase,"Member And Director Of Penwood Realty Advisers, Inc.","Penwood Real Estate Investment Management, Llc",rchase@penwoodre.com,860-218-6536,Manual List Upload
505,,,,,JoeWhite15874@yandex.com,,
10996270,Inactive Investor,Shanell Foster,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Lake Worth FL 8461 Lake Worth Rd,shanell.foster@thrivent.com,,Salesforce
11153339,Inactive Investor,Thomas Brady,,"The Leaders Group, Inc.",,,Salesforce
10769952,Inactive Investor,Gregory Marsh,Managing Director,"Wells Fargo Advisors Financial Network, LLC Warren NJ 58 Mount Bethel Rd",gmarsh@wfafinet.com,,Salesforce
11230618,Inactive Investor,Christopher Wilson,,"Pruco Securities, LLC. Newark NJ 213 Washington St",christopher.wilson@prudential.com,,Salesforce
10993051,Inactive Investor,Erik Jodock,,"Ameriprise Financial Services, LLC",,,Salesforce
9640888,,Son Nguyen,,,nguyen@ayaltis.com,,List import
347455,,Tyler Brenneman,Associate,"Gf Capital Asset Advisors, Llc",tbrenneman@gfcap.com,212-433-1234,Manual List Upload
10982485,Inactive Investor,Bryan Minogue,Chief Compliance Officer;Owner,Kardinal Financial,,,Salesforce
11092081,Inactive Investor,Alison Aquino,Financial Advisor,Edward Jones Sussex WI W249N5245 Executive Dr,alison.gilmanaquino@edwardjones.com,,Salesforce
11223161,,Leonard Goldberg,,,leng@goldbergcapitalmanagement.com,,List Import
199588,,Paulo Ferraz,,[Unknown],pferraz2012@hotmail.com,,
11128738,Inactive Investor,Jason Langley,,"Private Client Services, LLC",jlangley@kfg.com,,Salesforce
10922973,Inactive Investor,Todd Wilson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11008091,Inactive Investor,Lauren James,,LPL Financial LLC Lake Forest IL 1052 N Western Ave,lauren.james@lpl.com,,Salesforce
11105067,Inactive Investor,Joel Boissiere,Private Client Financial Advisor,"Citizens Securities, Inc. Brooklyn NY 174 Montague St",joel.b.boissiere@citizenssecurities.com,,Salesforce
10808068,Inactive Investor,Jean Marshall,,"Voya Financial Advisors, Inc. Arlington VA 2100 Clarendon Blvd",jean.marshall@voyafa.com,,Salesforce
10957640,Inactive Investor,Demond Bolden,Financial Advisor,"Equity Services, Inc. Lynchburg VA 3712 Old Forest Rd",dbolden@nationallife.com,,Salesforce
9546248,,Willy Wilfred,,,mghambiwilfred@gmail.com,,List import
11053403,Inactive Investor,William Adams,Investment Advisor,Fisher Investments,,,Salesforce
10966277,Inactive Investor,Matthew Willoughby,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10923725,Inactive Investor,Chance Dahle,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 2134 Curtis St",chance.dahle@ampf.com,,Salesforce
9586955,,David Coker,,,dcoker@cokerpalmer.com,,List import
351357,,Chris Cole,Senior Advisor,"Shepherd Kaplan Krochuk, Llc",ccole@sk-llc.com,617-896-1600,Manual List Upload
11041056,Inactive Investor,Cassandra Leyva,,J.P. Morgan Securities LLC Tucson AZ 3570 N Craycroft Rd,,,Salesforce
11004788,Inactive Investor,Stephen Patterson,,"J. Alden Associates, Inc.",spatterson@j-alden.com,,Salesforce
11015700,Inactive Investor,Steven Gress,Financial Advisor,The Huntington Investment Company Dublin OH 6755 Avery Muirfield Dr,steven.gress@huntington.com,,Salesforce
9853881,,Breno Leite,,,breno30uk@hotmail.com,,Web form fillout
11181233,Inactive Investor,Alex Smith,,Fidelity Brokerage Services LLC,,,Salesforce
10798067,Inactive Investor,Steven Hein,,"Kestra Investment Services, LLC Jupiter FL 4600 Military Trl",,,Salesforce
9613299,,Don Friedman,,,don@jveventsgroup.com,,List import
11026482,Inactive Investor,Clay Crosby,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,clay.crosby@fidelity.com,,Salesforce
11062555,Inactive Investor,Rosemary Butler,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,rosemary.butler.j65z@statefarm.com,,Salesforce
11004927,Inactive Investor,Jackie Tran,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,jackienguyetanhtran@primerica.com,,Salesforce
11182051,Inactive Investor,Lovess Henry,,LPL Financial LLC Austin TX 8834 N Capital of Texas Hwy,lovess.henry@lpl.com,,Salesforce
11021065,Inactive Investor,Tonya Carter,,J.P. Morgan Securities LLC Rockwall TX 573 Laurence Dr,tonya.carter@jpmorgan.com,,Salesforce
9633942,,lauren rose,,,lrose@veritionfund.com,,List import
11138459,Inactive Investor,Leesa Valdez,Financial Advisor,"Pruco Securities, LLC. Las Vegas NV 8565 S Eastern Ave",leesa.valdez@prudential.com,,Salesforce
10946940,Inactive Investor,Jason Thomas,,"Avantax Investment Services, Inc. Los Angeles CA Private Residence",,,Salesforce
10401069,,Megan Waller,,,templestones@hotmail.com,,Web Form Fillout
10505829,,Crystal Lee,Virtual Events Coordinator,VettaFi,crystal.lee@vettafi.com,949-794-0070,List import
11134696,Inactive Investor,Lynn Vernillo,Senior Private Client Associate,Janney Montgomery Scott LLC Hauppauge NY 100 Motor Pkwy,lvernillo@janney.com,,Salesforce
10823455,Inactive Investor,Dennis Kapper,,"Packerland Brokerage Services, Inc. Olney IL 1620 E Main St",dennis_kapper@packerlandbrokerage.com,,Salesforce
10931389,Inactive Investor,Kim Bright,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",kim.bright@nm.com,,Salesforce
10838918,Inactive Investor,Chad Durgin,Wealth Advisor,Thrivent Investment Management Inc. Rochester MN 975 34th Ave NW,chad.durgin@thrivent.com,,Salesforce
11198944,Inactive Investor,Michael Corcoran,Private Client Banker,J.P. Morgan Securities LLC New York NY 12 E 86th St,michael.l.corcoran@chase.com,,Salesforce
10855723,Inactive Investor,Michael Koerner,Financial Advisor,"IAG Wealth Partners, LLC",mkoerner@iagwealthpartners.com,,Salesforce
9575759,,Heloisa Araujo,,,heloisa.stephanie07@outlook.com,,List import
11223833,Inactive Investor,Mark Lichtenfeld,,"Transcend Capital Advisors, LLC Madison NJ 175 Park Ave",mlichtenfeld@transcendcapital.com,973.370.3176,Salesforce
9588768,,Steven Aycock,,,steve@austinmm.com,,List import
11130823,Inactive Investor,Jaquam Morris,,LPL Financial LLC Charlotte NC Private Residence,jaquam.morris@lpl.com,,Salesforce
31839,,Samantha Fleming,Financial Advisor,"SagePoint Financial, Inc.",samscott@sagepointadvisor.com,508-861-7550,
9552801,,Mark Oberrotman,,,zoneflow@aol.com,,List import
10917000,Inactive Investor,Jonathan Mcmullen,,Wisniewski Wealth Management,jonathanm@ariannacapital.com,,Salesforce
10846991,Inactive Investor,Kevin Tu,,"Transamerica Financial Advisors, Inc Norcross GA 1770 Indian Trail Lilburn Rd",kevin.tu@tfaconnect.com,,Salesforce
11084650,Inactive Investor,Gerald Moody,,State Farm VP Management Corp. Puyallup WA 3906 9th St SW,,,Salesforce
10751209,,Margaret Pokei,,,hiniapuchen.pee@gmail.com,,Web Form Fillout
9547997,,Peter Glickenhaus,,,pglickenhaus@sigmarep.com,,List import
11230565,Inactive Investor,Scott Valentine,,"Pruco Securities, LLC. Riverhead NY Private Residence",,,Salesforce
9647377,,Benny Pinkas,,,benny.pinkas@gs.com,,List import
9544949,,Daniel Bubb,,,daniel.bubb@gmail.com,,List import
10832960,Inactive Investor,William Hanf,,"American Portfolios Financial Services, Inc. Houston TX 4550 Post Oak Place Dr",whanf@americanportfolios.com,,Salesforce
10882792,Inactive Investor,Nicolas Schapira,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",nicolas.schapira@nm.com,,Salesforce
10771040,Inactive Investor,Jennifer Sheridan,Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",jennifersheridan@ml.com,,Salesforce
10868270,Inactive Investor,Larry Marietta,,"Avantax Investment Services, Inc. Indianapolis IN 9101 Wesleyan Rd",,,Salesforce
370589,,Chris Neuberger,,United States,cneuberger@hallstattpartners.com,,Salesforce
11081314,Inactive Investor,Benjamin Granitz,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,ben.granitz.k70d@statefarm.com,,Salesforce
11100112,Inactive Investor,Matthew Grimlie,,"Osaic Wealth, Inc. Sioux Falls SD 7505 S Louise Ave",,,Salesforce
9634481,,Robert Gamble,,,gambler@pfm.com,,List import
10849893,Inactive Investor,Stephane Bouvel,Chief Compliance Officer;Member;Senior Partner,"Bouvel Investment Partners, LLC",stephane@bouvel.com,,Salesforce
10965055,Inactive Investor,Babak Adeli,Relationship Banker,"Wells Fargo Clearing Services, LLC Sacramento CA 2301 Watt Ave",babak.adeli@wellsfargo.com,,Salesforce
225526,,robert -,,[[Unknown]],robertfreymiller@yahoo.com,,Initial Salesforce Import
11097571,Inactive Investor,Jennifer Gridley,Vice President,Gridley Associates Inc,,,Salesforce
11184428,Inactive Investor,Sunit Patel,Regional Vice President,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,sunit.patel@primerica.com,,Salesforce
10992422,Inactive Investor,Vincent Montgomery,,"Regulus Financial Group, LLC Oviedo FL 4097 Heirloom Rose Pl",,,Salesforce
211837,,Deborah Mack,Senior Business Intelligence Analyst,Excelicon,deborahrmack@gmail.com,,Content
10852184,Inactive Investor,Roy Mason,Financial Advisor,Edward Jones Buffalo Grove IL 975 Weiland Rd,roy.mason@edwardjones.com,,Salesforce
11171736,Inactive Investor,William Turner,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1450 W Long Lake Rd",william.turner@ampf.com,,Salesforce
10981218,Inactive Investor,Kevin Wells,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",kevin.wells@firstcitizens.com,,Salesforce
10916073,Inactive Investor,Melissa Corbeg,Financial Advisor,LPL Financial LLC Waukesha WI N19W24075 Riverwood Dr,melissa.weatherholtz@lpl.com,,Salesforce
10908187,Inactive Investor,Thomas Pound,,"Avantax Investment Services, Inc. Cape Coral FL Private Residence",,,Salesforce
10995752,Inactive Investor,Kenneth Wilson,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",kenneth.wilson@tiaa.org,,Salesforce
10796465,Inactive Investor,Martin Ledgerwood,Financial Advisor,D.A. Davidson & Co. Klamath Falls OR 810 Main St,mledgerwood@dadco.com,,Salesforce
11114123,Inactive Investor,Nichole Godwin,Portfolio Associate,Morgan Stanley Orlando FL 201 E Pine St,nichole.godwin@morganstanley.com,,Salesforce
10764374,Inactive Investor,Andrew Garver,,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,andrew.garver@ms.com,,Salesforce
9594422,,Ivy Ono,,,iono@bcap.com,,List import
343243,,Terry Hall,Owner,"Nbz Investment Advisors, Llc",terry@nbzcpa.com,865-584-1184,Manual List Upload
11255157,Inactive Investor,Louis Di Muro,Accountant;Financial Advisor,Connolly Financial Phoenix AZ 207 W Clarendon Ave,louis@connolly-financial.com,,Salesforce
57103,,Sean Lyman,Partner,"Sequoia Wealth Management, LLC",sean.lyman@lpl.com, +1 847 807 2891,
10976722,Inactive Investor,Debbie Huang,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Renton WA 13033 Newcastle Way,debbie.huang@jpmorgan.com,,Salesforce
10833204,Inactive Investor,Megan Roraff,,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",megan.roraff@wellsfargoadvisors.com,,Salesforce
10864789,Inactive Investor,David Scott,Investment Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,david.scott@jpmorgan.com,,Salesforce
10890637,Inactive Investor,Mark Purdy,Financial Advisor,Edward Jones Estes Park CO 1186 Graves Ave,mark.purdy@edwardjones.com,,Salesforce
11054544,Inactive Investor,Russell Stark,Financial Advisor;First Vice President;Vice President - Investments,Morgan Stanley Brea CA 10 Pointe Dr,russell.stark@morganstanley.com,,Salesforce
11005624,Inactive Investor,Jerid Mei,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
11208383,Inactive Investor,Jeffrey White,Chief Compliance Officer;Partner;Senior Financial Advisor,"Wingate Wealth Advisors, Inc.",jeff.white@wingatewealthadvisors.com,,Salesforce
10867197,Inactive Investor,Brandon Veazey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9565921,,Kevin McNichols,,,mcnicholsk@hdvest.com,,List import
11188797,Inactive Investor,Richard McDaniel,,PFS Investments Inc. Augusta GA 3124 Washington Rd,richard.mcdaniel@primerica.com,,Salesforce
10659248,,David Daneliak,,,ddaneliak@farmersagent.com,,List Import
10912558,Inactive Investor,Michael Green,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,michael.green3@fmr.com,,Salesforce
11028329,Inactive Investor,Aaron Shapira,,Jefferies LLC,ashapira@jefferies.com,,Salesforce
11177217,Inactive Investor,Emily Morris,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",emily.morris2@ml.com,,Salesforce
11013869,Inactive Investor,Joanie Oates,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,joates@primerica.com,,Salesforce
10805438,Inactive Investor,Antonio Cornejo,,"First Financial Securities of America, Inc.",,,Salesforce
10616208,,Julie Bukowski,,,julie.bukowski@53.com,,List Import
245208,,Emily Wolfe,"Sr Manager, Events & Experiences",Riskalyze,ewolfe@riskalyze.com,14045422486,Manual List Upload
10880804,Inactive Investor,John Chessock,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Exton PA 707 Eagleview Blvd",jchessock@wfafinet.com,,Salesforce
10957100,Inactive Investor,Edward Mezzacappa,,Cetera Financial Specialists LLC Staten Island NY Private Residence,edward.mezzacappa@ceterafs.com,,Salesforce
11021018,Inactive Investor,Wenji Li,,Deutsche Bank Securities Inc. Boston MA 100 Summer St,wenji@deutschewealth.com,,Salesforce
10774808,Inactive Investor,Dennis Zank,Financial Advisor,"Raymond James & Associates, Inc.",dennis.zank@raymondjames.com,,Salesforce
11101308,Inactive Investor,Gaylan Gerber,,PFS Investments Inc. Logan UT 550 N Main St,gaylan.gerber@primerica.com,,Salesforce
10488297,,Kimberly Karstetter,"Chief Compliance Officer, Director - Operations, Principal",Johkim Capital Partners Management LLC,kim_karstetter@johkim.com,,List Import
11211966,Inactive Investor,Raul Guzman,,Fidelity Brokerage Services LLC,,,Salesforce
10817820,Inactive Investor,Jacquelyn Weeber,,State Farm VP Management Corp. Grandville MI 32A 44th St SW,jackie.weeber.gqrc@statefarm.com,,Salesforce
10510804,,Stephanie Wolfe,"Executive Vice President, Head of Marketing",Horizons ETFs Management (Canada) Inc.,swolfe@horizonsetfs.com,,List Import
11028238,Inactive Investor,Sasha Eldred-Martinez,,"Citizens Securities, Inc. Pittsburgh PA 150 Fort Couch Rd",sasha.eldred-martinez@citizensbank.com,,Salesforce
10942120,Inactive Investor,Joan Fernandez Escoto,,State Farm VP Management Corp. Milwaukee WI 3232 W Loomis Rd,,,Salesforce
10420320,,omar marquez,,,omar.marquez@outlook.com,,Web Form Fillout
11208324,Inactive Investor,Rayburn Brooks,,United Planners' Financial Services of America A Limited Partner Edmond OK 14018 N Western Ave,,,Salesforce
11095035,Inactive Investor,Deborah Lander,Retirement Plan Advisor,RKL Private Wealth,dlander@rklwealth.com,,Salesforce
9620932,,Lawrence Uhl,,,leuhl1@gmail.com,,List import
10997939,Inactive Investor,Nolan Dill,,"CFD Investments, Inc. Bowling Green OH 745 Haskins Rd",nolan.dill@cfdinvestments.com,,Salesforce
10764617,Inactive Investor,Barry Gassman,,Sigma Financial Corporation Toms River NJ Private Residence,bgassman@sigmarep.com,,Salesforce
9603225,,Nelson Jaramillo,,,secoj150@gmail.com,,List import
10918057,Inactive Investor,Philipose Samuel,Financial Advisor,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",psamuel@financialguide.com,,Salesforce
10765528,Inactive Investor,Mark Mattingly,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",mark.mattingly@ml.com,,Salesforce
11062973,Inactive Investor,Pamela Sams,,"Osaic Wealth, Inc. Ashburn VA 20130 Lakeview Center Plz",,,Salesforce
11073938,Inactive Investor,Michele Nielsen,Team Manager,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
374377,,Larissa Garcia,,,larissa.garcia@schwab.com,602-355-7376,Salesforce
11201041,Inactive Investor,Andreas Wiersbitzky,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",andreas.wiersbitzky@prudential.com,,Salesforce
11017015,Inactive Investor,Benjamin Aberle,,NYLIFE Securities LLC Cleveland OH 200 Public Sq,,,Salesforce
174185,,Gabriel Lima,,[Unknown],gabriel.lima.m@hotmail.com,,Organic Search
11038837,Inactive Investor,Kelly Binkowski,Financial Advisor,Commonwealth Financial Network New Hope PA 48 W Bridge St,kbinkowski@commonwealth.com,,Salesforce
11126039,Inactive Investor,Dragana Petrovic,,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",dragana.petrovic@tiaa.org,,Salesforce
10858878,Inactive Investor,Henry Plata,Private Wealth Advisor,"Ameriprise Financial Services, LLC Campbell CA 591 W Hamilton Ave",henry.p.plata@ampf.com,,Salesforce
11151213,Inactive Investor,Maxwell McCallop,,Fidelity Brokerage Services LLC,maxwell.mccallop@fmr.com,,Salesforce
10865707,Inactive Investor,Tays Bogue,,Park Avenue Securities LLC Los Angeles CA 510 W 6th St,betsy_bogue@glic.com,,Salesforce
10986218,Inactive Investor,John Duchien,,"First Palladium, LLC",,,Salesforce
10960661,Inactive Investor,Sunila Nevatia,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11212380,Inactive Investor,Michael Glomb,,"Sanctuary Securities, Inc. Los Gatos CA 720 University Ave",mglomb@sanctuarywealth.com,,Salesforce
11197557,Inactive Investor,May Jin,Assistant Branch Manager,"Stifel, Nicolaus & Company, Incorporated Mission Viejo CA 27201 Puerta Real",jinm@stifel.com,,Salesforce
10886403,Inactive Investor,John Castello,,Morgan Stanley Pittsburgh PA 1 PPG Pl,john.castello@morganstanley.com,,Salesforce
10828978,Inactive Investor,Nicholas Alencewicz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,nicholas.alencewicz@fidelity.com,,Salesforce
10785564,Inactive Investor,Jeffrey Alford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.alford@fidelity.com,,Salesforce
9586102,,Vinny Prince,,,vinny2prince@gmail.com,,List import
10778465,Inactive Investor,Stanley Schill,Chairman;Chief Financial Officer;President;Principal,"S. R. Schill & Associates, Inc.",stan@srschill.com,,Salesforce
11133492,Inactive Investor,Dylan Beard,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10825294,Inactive Investor,David Lawrence,,LPL Financial LLC Harleysville PA 331 Ruth Rd,david.lawrence@lpl.com,,Salesforce
9642056,,Steven Baldwin,,,docsabaldwin@aol.com,,List import
10596272,,Robert Lively,,,bobbyl@jmgfin.com,,Web Form Fillout
11069018,Inactive Investor,David Woody,Financial Advisor,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,david.woody@morganstanley.com,,Salesforce
11093589,Inactive Investor,Philip Nydick,Financial Advisor,CFS Investment Advisory Services LLC,phil@cfsias.com,,Salesforce
10981904,Inactive Investor,Juan Lopez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11118697,Inactive Investor,John Stewart,,&Partners Jackson MI 100 S Jackson St,john.stewart@wellsfargoadvisors.com,,Salesforce
11176721,Inactive Investor,Michael Oliver,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,michael_oliver@glic.com,,Salesforce
10814850,Inactive Investor,Hugh Lantz,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Harrisonburg VA 313 Neff Ave,hlantz@janney.com,,Salesforce
10781372,Inactive Investor,Marcia Kovalik,Chief Compliance Officer;General Counsel;Legal Counsel;Manager;Principal,Prime Buchholz LLC,,,Salesforce
102488,,Donny Anthon,,Dwajr Ins,donnyanthon@gmail.com,,
10997846,Inactive Investor,Lisa Rosenberg,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Greensboro NC 701 Green Valley Rd",lrosenberg@kingsview.com,,Salesforce
21605,,Thomas Sternberg,Global Healthcare Analyst,"William Blair Investment Management, LLC",tsternberg@williamblair.com,1-312-364-8237,Database Upload
11223040,,Joseph Navolanic,,,joe.navolanic19@intercarolina.net,,List Import
9628743,,stuart gray,,,sgray@tardigrade.com.au,,List import
10761481,Inactive Investor,Rebecca Picazo,Investment Associate;Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,rebecca.a.picazo@jpmorgan.com,,Salesforce
11035799,Inactive Investor,Christopher Stewart,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",christopher.a.stewart@ml.com,,Salesforce
11235049,Inactive Investor,Blaine Thiederman,Financial Advisor,"Pure Financial Advisors, LLC Englewood CO 7000 E Belleview Ave",blaine.thiederman@purefinancial.com,,Salesforce
11183645,Inactive Investor,Gina Lopez,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,gina.lopez.l8lu@statefarm.com,,Salesforce
240395,,John MCclendon,,[Unknown],johngreatescapes1@gmail.com,,Direct
9578598,,William Holt,,,wholt@financialsymmetry.com,,List import
11139551,Inactive Investor,Jason Demarzo,Financial Advisor;Managing Director,"Northwestern Mutual Investment Services, LLC Rockland MA 1001 Hingham St",jason.demarzo@nm.com,,Salesforce
11044072,Inactive Investor,Edward Nelson,Advisor;Financial Planner;President,"Clear Trace, LLC",enelson@clear-trace.com,,Salesforce
10828330,Inactive Investor,Wren Jones,Financial Advisor,Edward Jones Deland FL 512 W New York Ave,wren.jones@edwardjones.com,,Salesforce
11221703,,Kathryn Phillips,,,kathryn@gobaker.com,,List Import
9565928,,Marybeth Mahoney,,,mmahoney@wellesleyinvestmentpartners.com,,List import
10811882,Inactive Investor,Christopher Farish,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,christopher.farish@ubs.com,,Salesforce
10907498,Inactive Investor,Matthew Williams,Director - Financial Planning,Impact Advisors Group,mwilliams@impactadvisorsgroup.com,,Salesforce
11020673,Inactive Investor,Sydney Dinatale,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,sydney_dinatale@vanguard.com,,Salesforce
9612478,,Irina Pacheco,,,irina.pacheco@bmo.com,,List import
10954161,Inactive Investor,Joseph Harris,,Vanguard Marketing Corporation,joseph_harris@vanguard.com,,Salesforce
11052199,Inactive Investor,Lou Huang,Portfolio Manager,J.P. Morgan Securities LLC San Ramon CA 300 Montgomery St,louchien.huang@jpmorgan.com,,Salesforce
10961057,Inactive Investor,Justine Frondozo,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",justine.frondozo@tiaa.org,,Salesforce
11026192,Inactive Investor,Michael Lewis,Vice President,LPL Financial LLC Canby OR 358 NW 1st Ave,,,Salesforce
11058825,Inactive Investor,Dino Loiacono,,State Farm VP Management Corp.,dino.loiacono.unpa@statefarm.com,,Salesforce
11110828,Inactive Investor,Wai Au,,"Transamerica Financial Advisors, Inc Honolulu HI 1050 Queen St",wai.au@transamerica.com,,Salesforce
11009431,Inactive Investor,Joel Panning,,LPL Financial LLC Las Vegas NV 1980 Festival Plaza Dr,joel.panning@lpl.com,,Salesforce
11013602,Inactive Investor,Inkuk Lee,,J.P. Morgan Securities LLC Oakland NJ 345 Ramapo Valley Rd,inkuk.lee@jpmorgan.com,,Salesforce
10893664,Inactive Investor,Sean Osborn,Financial Advisor,"Osaic Wealth, Inc. Phoenixville PA 300 Bridge St",,,Salesforce
11260468,Inactive Investor,Jeffrey Synhorst,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11100807,Inactive Investor,Henry Nigos,,"Cambridge Investment Research, Inc. Pacific Grove CA 704 Forest Ave",,,Salesforce
11099007,Inactive Investor,Rozlynn Callahan,,Key Investment Services LLC Twinsburg OH 2566 E Aurora Rd,rozlynn.callahan@key.com,,Salesforce
11141655,Inactive Investor,Bruce Jones,,"Allstate Financial Services, LLC Downingtown PA 379 W Uwchlan Ave",bruce.jones@allstate.com,,Salesforce
11222477,,Ketan Desai,,,kdesai@firstrepublic.com,,List Import
11195707,Inactive Investor,Michael Degroat,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",michael.r.degroat@ampf.com,,Salesforce
348304,,Kathleen Schroeder,Vice President & CCO,"Rmas, Inc.",kschroeder@kingsmgmt.com,856-933-2225,Manual List Upload
10846844,Inactive Investor,Bowman Hallagan,,"Sanford C. Bernstein & Co., LLC Dallas TX 2000 McKinney Ave",bowman.hallagan@alliancebernstein.com,,Salesforce
11009428,Inactive Investor,Wyatt Sharpe,,"Kestra Investment Services, LLC Fort Worth TX 6300 Ridglea Pl",,,Salesforce
9573735,,Ron Tebo,,,psutebo@yahoo.com,,List import
10884939,Inactive Investor,Jason Seehusen,Wealth Advisor,Copper Financial,jseehusen@cacu.com,,Salesforce
10934183,Inactive Investor,Eric Mohammed,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",mohammed.eric@principal.com,,Salesforce
11090520,Inactive Investor,Anthony Orizotti,,NYLIFE Securities LLC Anchorage AK Private Residence,adorizotti@ft.newyorklife.com,,Salesforce
10839635,Inactive Investor,Deborah Field,Business Productivity Specialist;Private Client Assistant;Senior Private Client Associate,Janney Montgomery Scott LLC Allentown PA 1390 Ridgeview Dr,dfield@janney.com,,Salesforce
9542614,,Guo Gang,,,540761271@qq.com,,List import
10929940,Inactive Investor,John Chanda,,LPL Financial LLC Lake Worth Beach FL Private Residence,john.chanda@lpl.com,,Salesforce
10873216,Inactive Investor,Kam Shadan,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
10903124,Inactive Investor,Rodney Redden,,"Farmers Financial Solutions, LLC Marysville MI 106 Huron Blvd",,,Salesforce
11193824,Inactive Investor,Charles Judge,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
11170293,Inactive Investor,Paul Koerner,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 9821 Katy Fwy",paul.w.koerner@ampf.com,,Salesforce
372145,,Takaaki Kato,,Japan,takaaki.kato96@gmail.com,,Salesforce
10994248,Inactive Investor,William Crouch,,"Woodmen Financial Services, Inc.",wscrouch@woodmen.org,,Salesforce
10822996,Inactive Investor,Steven Catapano,,LPL Financial LLC Manasquan NJ 2424 Hwy 34,scatapano@wfafinet.com,,Salesforce
10615148,,Michael Majzner,"Financial Advisor, Financial Planning Specialist",,michael.majzner@morganstanley.com,,List Import
5995632,,Denice C Johnson,,,milahe3109@letpays.com,,Web Form Fillout
233684,,James Miles -,,James Miles [[Unknown]],jkmiles2@yahoo.com,,
11095297,Inactive Investor,Taylor Starnes,Financial Advisor,Edward Jones Hempstead TX 805 12th St,taylor.starnes@edwardjones.com,,Salesforce
11130651,Inactive Investor,Maximilliano Saavedra,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 6701 Democracy Blvd",maximiliano.x.saavedra@ampf.com,,Salesforce
11101922,Inactive Investor,Tod Cattani,Private Client Banker,J.P. Morgan Securities LLC Garner NC 52 Eagle Wing Way,tod.cattani@chase.com,,Salesforce
10877731,Inactive Investor,Jeffrey Otway,Financial Advisor,Edward Jones Orland Park IL 9540 W 144th Pl,jeffrey.otway@edwardjones.com,,Salesforce
10857810,Inactive Investor,Harry Huntley,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 15 S Main St",hunt.huntley@wellsfargoadvisors.com,,Salesforce
8797018,,angus finlayson,,,angusfinlayson@gmail.com,,Web form fillout
9609244,,Neil Griffin,,,ngriffin@bbandt.com,,List import
11220849,,Phillip Argue,,,pargue@seia.com,,List Import
10818627,Inactive Investor,Arthur Kang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newhall CA 24740 Valley St",arthur.kang@ml.com,,Salesforce
11230817,Inactive Investor,Moises Cruz Rubio,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",,,Salesforce
10935147,Inactive Investor,Nickole Carr-Norman,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10804743,Inactive Investor,Roger Siegel,Investment Executive,"Fifth Third Securities, Inc. Grand Haven MI 839 Robbins Rd",roger.siegel@53.com,,Salesforce
10488223,,Fernando Deleon,Chief Executive Officer,"LG Operating Company, LLC",fdeleon@leoncapitalgroup.com,,List Import
10859302,Inactive Investor,Russell Stout,,"Osaic Wealth, Inc. Syracuse NY 225 Wilkinson St",,,Salesforce
11233514,Inactive Investor,Oybek Tursky,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10836702,Inactive Investor,Mary Mar,,Sigma Financial Corporation Laguna Hills CA 25431 Cabot Rd,mmar@sigmarep.com,,Salesforce
10896972,Inactive Investor,Mikal Haddad,,"Wells Fargo Advisors Financial Network, LLC Astoria NY 2408 32nd St",mikal.haddad@wfafinet.com,,Salesforce
10937958,Inactive Investor,Carol Zelenke,,"Ceros Financial Services, Inc.",czelenke@cerosfs.com,,Salesforce
10752684,Inactive Investor,Daniel Krivos,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Elm Grove WI 500 Elm Grove Rd",daniel.krivos@nm.com,,Salesforce
9644699,,francis obungwo,,,francis4lite@gmail.com,,List import
10770063,Inactive Investor,Kimberly Davis,Senior Client Service Associate,Morgan Stanley Provo UT 5255 N Edgewood Dr,kim.davis@morganstanleypwm.com,,Salesforce
9605078,,Ben Floyd,,,bdhfloyd@gmail.com,,List import
11201465,Inactive Investor,Victoriano Penera,Client Service Associate,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,victor.penera@morganstanley.com,,Salesforce
9595805,,Jared Knowles,,,jknowles@wealthenhancement.com,,List import
10963164,Inactive Investor,Markus Bates,President,Bates Real Estate and Financial Advisory Services,,,Salesforce
11167921,Inactive Investor,Richard Panico,Financial Advisor,UBS Financial Services Inc. Providence RI 500 Exchange St,,,Salesforce
9571837,,Navaneeth Echambadi,,,nechambadi@gmail.com,,List import
10772784,Inactive Investor,John Rogers,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tyler TX 6101 S Broadway Ave,john.m.rogers@ubs.com,,Salesforce
8158693,,Laura Subido,,,laura@agenciasubido.com,,Web form fillout
11166459,Inactive Investor,Grace Beach,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",grace.beach@nm.com,,Salesforce
10942408,Inactive Investor,Katie Mellen,,PFS Investments Inc. Miami FL 10661 N Kendall Dr,katie.mellen@primerica.com,,Salesforce
11202430,Inactive Investor,Victor Haghani,Chief Information Officer;Chief Investment Officer;Founder,Elm Partners Management LLC,victor@elmfunds.com,,Salesforce
10491424,,Tell Taylor,,,tell.taylor@icloud.com,,Web Form Fillout
9589570,,Martin Sather,,,msather@boundarystreetpartners.com,,List import
10657265,,Andrew Nicholas,,,anicholas@williamblair.com,,List Import
10757559,Inactive Investor,James Moore,Financial Advisor,Edward Jones Northfield OH 189 W Aurora Rd,james.moore@edwardjones.com,,Salesforce
10953382,Inactive Investor,Roseal Stewart,Investment Consultant,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",darnell.stewart@schwab.com,,Salesforce
9640341,,Dennis Menken,,,menken.dennis@principal.com,,List import
9563030,,Maryanne Morrow,,,maryanne@9thgear.com,,List import
11140853,Inactive Investor,Derrick Simpson,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,derricksimpson@primerica.com,,Salesforce
11224964,Inactive Investor,Jake Stapleton,"Team Lead, Research",Midland Wealth Management Rockford IL 6838 E State St,jstapleton@midlandtc.com,,Salesforce
9632681,,David Teolis,,,david.teolis@ml.com,,List import
10865180,Inactive Investor,Cynthia Curtis,Chief Compliance Officer;Chief Operating Officer;Partner,Eagle Bay Family Office,cindy@eaglebayadvisors.com,,Salesforce
9565248,,Jonathan Masse,,,masse@perigonwealth.com,,List import
10793233,Inactive Investor,Philip Munsterman,Financial Advisor,Edward Jones Saint Louis MO 12300 Old Tesson Rd,phil.munsterman@edwardjones.com,,Salesforce
10866507,Inactive Investor,Brian Standage,,"First Heartland Capital, Inc. Springfield MO 636 W Republic Rd",bstandage@firstheartland.com,,Salesforce
9559800,,Matthew Blume,,,mblume@williamblair.com,,List import
10489379,,Robert Dillenback,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",rob.dillenback@rbc.com,972-612-2902,List Import
9642500,,Samuel Millard,,,smmillard01@gmail.com,,List import
10931334,Inactive Investor,Rosa Melkonyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,rmelkonyan@ft.newyorklife.com,,Salesforce
11238279,Inactive Investor,David Janec,,"Arnerich Massena, Inc.",djanec@am-a.com,,Salesforce
9594153,,Alexander Eichhorn,,,aeichhorn@tanagerwealth.com,,List import
10936618,Inactive Investor,David Littlefield,,"Raymond James Financial Services, Inc. Beverly MA 715 Hale St",david.littlefield@raymondjames.com,,Salesforce
10807047,Inactive Investor,James Negrelli,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,james.negrelli@ubs.com,,Salesforce
351986,,Holly Houston,Director,Ponder Investment Co,hhouston@ponderco.com,615-690-5541,Manual List Upload
11164184,Inactive Investor,Carlos Mendez,Advisory Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,carlos.mendez@lpl.com,,Salesforce
10822164,Inactive Investor,Asa Ramirez,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",asa.ramirez@wellsfargoadvisors.com,,Salesforce
11074549,Inactive Investor,Linda Odegaard,,LPL Financial LLC Waltham MA 51 Sawyer Rd,linda.odegaard@lpl.com,,Salesforce
150522,,Julia Hudemann,,[Unknown],julia@juliahudemann.de,,source
10606271,,Stacy Bone,"Private Client Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",stacy.bone@bofa.com,203-422-5200,List Import
10899769,Inactive Investor,James Mack,,LPL Financial LLC Howell MI Private Residence,jim.mack@lpl.com,,Salesforce
10848733,Inactive Investor,Christopher Madden,Financial Advisor,Edward Jones Blue Springs MO 2410 SW State Rte 7,chris.madden@edwardjones.com,,Salesforce
10879943,Inactive Investor,Jordan Palmer,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10775030,Inactive Investor,Erik Tappin,Corporate Retirement Director;Executive Director;Institutional Consultant,Morgan Stanley Carlsbad CA 5796 Armada Dr,erik.tappin@morganstanley.com,,Salesforce
10835034,Inactive Investor,Jon Mesmer,,"BFC Planning, Inc. Aberdeen SD 115 N Roosevelt St",,,Salesforce
10823538,Inactive Investor,William Hart,Managing Director;President,Hartline Investment Corporation,whart@hartlineinv.com,,Salesforce
11196929,Inactive Investor,Chad Lamont,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",chad.lamont@nm.com,,Salesforce
9593506,,Kenneth Baker,,,k.baker3@btinternet.com,,List import
11008941,Inactive Investor,Raymi Todd,,M1 Finance LLC,r.todd@m1finance.com,,Salesforce
10614295,,Susan Hlavacek,Financial Advisor,,susan.hlavacek@wellsfargoadvisors.com,,List Import
249294,,ANTHONY DELUISE,,Versari Private Capital Advisory,adeluise@versaricap.com,,Manual List Upload
11069496,Inactive Investor,Sloane Fox,,"Raymond James Financial Services, Inc. Tampa FL 15310 Amberly Dr",sloane.fox@raymondjames.com,,Salesforce
11222188,,Don Elsenbrock,,,delsenbrock@garciahamiltonassociates.com,,List Import
174235,,Jill Henson,,[Unknown],jill.henson@journeyadvisory.group,,
11068835,Inactive Investor,Samuel Roloff,Financial Advisor,Edward Jones Whitefish MT 401 Baker Ave,samuel.roloff@edwardjones.com,,Salesforce
10844115,Inactive Investor,David Anderson,,"Cambridge Investment Research, Inc. Burnsville MN 2999 County Road 42 W",,,Salesforce
11044383,Inactive Investor,Trevor Coffey,Financial Advisor,Edward Jones Mount Pleasant IA 207 E Washington St,trevor.coffey@edwardjones.com,,Salesforce
10832855,Inactive Investor,Steven Dunn,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
11144778,Inactive Investor,Reinhard Behrens,Financial Advisor;Vice President,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,reinhard.behrens@morganstanley.com,,Salesforce
373285,,Cody Cagnina,,[Unknown],cody@mesmerize.com,,source
11011462,Inactive Investor,Brandon Lloyd,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10954187,Inactive Investor,Khady Ndoye,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11098822,Inactive Investor,Gary Sacks,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",gsacks@noblecapitalmarkets.com,,Salesforce
9624030,,Alexander Spooner,,,alexander.spooner@gmail.com,,List import
10763777,Inactive Investor,Elizabeth Smith,Financial Advisor;Insurance Planning Director;Vice President - Wealth Management,Morgan Stanley Melville NY 58 S Service Rd,elizabeth.m.smith@morganstanley.com,,Salesforce
11113529,Inactive Investor,Jacob Herod,,"Wells Fargo Clearing Services, LLC Columbia SC 101 Forum Dr",,,Salesforce
9590258,,Theodore Bullock,,,theodorebullock@hotmail.com,,List import
7396570,,Miriam Matheson,,Today's Man,taqbbdzazip@valanides.com,,Web form fillout
11213493,Inactive Investor,Rachel Gamel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11078678,Inactive Investor,Christopher McBee,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,christopher.mcbee@jpmorgan.com,,Salesforce
10783959,Inactive Investor,Judy Thomas,Branch Manager;Financial Advisor;Investment Officer;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Topeka KS 2445 SW Wanamaker Rd",judy.thomas@wellsfargoadvisors.com,,Salesforce
11193092,Inactive Investor,Teller Barrett,,J.P. Morgan Securities LLC El Dorado Hills CA 3373 Bass Lake Rd,teller.barrett@jpmorgan.com,,Salesforce
11192886,Inactive Investor,Robin Russell,Assistant Vice President;Senior Client Service Associate;Wealth Management Associate,Morgan Stanley Boca Raton FL 595 S Federal Hwy,robin.russell@morganstanley.com,,Salesforce
10981792,Inactive Investor,Lauren Battle,,"Allstate Financial Services, LLC Huntsville AL 900 Merchants Walk SW",,,Salesforce
9587445,,Joe Ramon,,,joe@wdpensionmark.com,,List import
10924962,Inactive Investor,Sharon Medina,Financial Advisor,LPL Financial LLC League City TX 2600 S Shore Blvd,,,Salesforce
11212411,Inactive Investor,Hope Bellelo,Investment Assistant,J.P. Morgan Securities LLC Baton Rouge LA 451 Florida St,hope.c.bellelo@jpmorgan.com,,Salesforce
9547853,,Patrick Curtis,,,patrick.curtis@ms.com,,List import
11022024,Inactive Investor,Ruben Llamas Almejo,,J.P. Morgan Securities LLC San Diego CA 4440 Wightman St,ruben.llamas-almejo@jpmorgan.com,,Salesforce
10821411,Inactive Investor,Dustin Smith,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Austin TX 301 Congress Ave,dustin.smith@morganstanley.com,,Salesforce
5999943,,joum puer,,,vefol89103@kaftee.com,,Web Form Fillout
10979005,Inactive Investor,Banafsheh Alavian,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",banafsheh.alavian@tfaconnect.com,,Salesforce
11063732,Inactive Investor,Joseph Painter,Investment Advisor,PNC Investments Hershey PA 909 W Governor Rd,joseph.painter@pnc.com,,Salesforce
10804502,Inactive Investor,Donna Joyner,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",donna_e_joyner@ml.com,,Salesforce
10904605,Inactive Investor,Samuel Ellis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,samuel_ellis@vanguard.com,,Salesforce
11211881,Inactive Investor,Mckenzie Kirkland,,"Ameriprise Financial Services, LLC Ogden UT 764 E 2725 N",mckenzie.kirkland@ampf.com,,Salesforce
10767938,Inactive Investor,Guy Palmeri,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Wilmington DE 1013 Centre Rd",guy.palmeri@rbc.com,,Salesforce
10854106,Inactive Investor,John Fidura,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",john.fidura@schwab.com,,Salesforce
10833702,Inactive Investor,James Allen,Vice Chairman,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,jrallen@rwbaird.com,,Salesforce
10868691,Inactive Investor,Jude Stambone,,LPL Financial LLC Archbald PA 307 Betty St,jude.stambone@lpl.com,,Salesforce
11112578,Inactive Investor,Matthew Rappaport,Financial Advisor,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,matt.rappaport@ubs.com,,Salesforce
9646005,,Mitchell Rind,,,mmrind@hotmail.com,,List import
11032156,Inactive Investor,Lillian Gardosh,,"Bankers Life Securities, Inc. Mount Laurel NJ 1000 Atrium Way",lillian.gardosh@bankerslife.com,,Salesforce
11026188,Inactive Investor,Christian Schnabel,Financial Advisor,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",christian.schnabel@nm.com,,Salesforce
9616938,,Jules Wolf,,,jules.wolf68@gmail.com,,List import
9548843,,Jeffrey Rubinstein,,,jeffrey@rubinsteinassociates.com,,List import
10965845,Inactive Investor,Rachel Hennessey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11101566,Inactive Investor,Alicia Carinalli,Investment Advisor,"B.O.S.S. Retirement Advisors, LLC Meridian ID 2501 E State Ave",acarinalli@bossretirement.com,,Salesforce
10616821,,Adam Underhill,,,adam.underhill@edwardjones.com,,List Import
10903084,Inactive Investor,Jorge Rodriguez,Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
11003346,Inactive Investor,Cameron Garcia,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11115281,Inactive Investor,Nirdesh Patel,,"Osaic Wealth, Inc. Rolling Meadows IL 3701 Algonquin Rd",,,Salesforce
11114649,Inactive Investor,Stuart Nichols,,"Osaic Wealth, Inc. Tupper Lake NY 44 Park St",,,Salesforce
10783893,Inactive Investor,Nelson Armijos,Investment Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nelson.armijos@jpmorgan.com,,Salesforce
10939848,Inactive Investor,Deborah Martinez,,"Equitable Advisors, LLC Gilbert AZ 1560 W Warner Rd",deborah.martinez@equitable.com,,Salesforce
9583929,,Judith Willoughby,,,judy.willoughby@voya.com,,List import
10980273,Inactive Investor,Elizabeth Gilchrist,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Naples FL 5295 Tamiami Trl N",elizabeth.gilchrist@schwab.com,,Salesforce
10487881,,Woot Dougherty,"Chief Compliance Officer, Founder, President, Principal",Dougherty Wealth Management,woot@dwmplanning.com,,List Import
237770,, -,,[[Unknown]],peterpaulbrown@gmail.com,,Organic Search
10768871,Inactive Investor,James Robertson,,Hilltop Securities Inc. Denver CO 8055 E Tufts Ave,james.robertson@hilltopsecurities.com,,Salesforce
11169602,Inactive Investor,Peter McMahon,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,pete.mcmahon@fmr.com,,Salesforce
340401,,Nicole Burchfield,Office Manager,New Capital Partners,nburchfield@newcapitalpartners.com,205-939-8400,Manual List Upload
11001175,Inactive Investor,Michael Hasselbring,,State Farm VP Management Corp. Dundee IL 185 Penny Ave,michaelhasselbring@statefarm.com,,Salesforce
10902968,Inactive Investor,Kevin Osborn,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10844843,Inactive Investor,Mark Cirilli,Co-Founder;Managing Director;Managing Member,MissionPoint Partners LLC Westport CT 1135 Post Rd E,mcirilli@mppgrp.com,,Salesforce
11008092,Inactive Investor,Warren Foreman,,Cetera Advisors LLC McKinney TX 175 S Ridge Rd,,,Salesforce
10986206,Inactive Investor,Merrit Strunk,Chief Compliance Officer;Managing Member;President,Momentum Financial and Insurance Services LLC,merrit@momentumfsgroup.com,,Salesforce
10985184,Inactive Investor,Yasiria Carballo,,"Allstate Financial Services, LLC Woodcliff Lake NJ 50 Tice Blvd",yasiriacarballo@allstate.com,,Salesforce
9552263,,Paul Kazarian,,,paul.kazarian@sabacapital.com,,List import
9564460,,Jennifer Man,,,jennifer.man@cibc.com,,List import
9620439,,Meghan Malony,,,megmalony@mac.com,,List import
11167429,Inactive Investor,Theodore Turner,,"American Portfolios Financial Services, Inc. Osterville MA Private Residence",tturner@americanportfolios.com,,Salesforce
10894571,Inactive Investor,Michael Grady,,LPL Financial LLC Scotch Plains NJ 501 Park Ave,mike.grady@lpl.com,,Salesforce
10996296,Inactive Investor,Adam Heller,Investment Analyst,"Mill Creek Capital Advisors, LLC",aheller@millcreekcap.com,,Salesforce
10858743,Inactive Investor,Christopher Vance,Senior Consultant,LPL Financial LLC Overland Park KS 10851 Mastin St,christopher.vance@lpl.com,,Salesforce
10868160,Inactive Investor,Ronald Proctor,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,todd.proctor@fmr.com,,Salesforce
9594746,,Jennifer Johnston,,,jjohnston@hightoweradvisors.com,,List import
9639682,,Ted Johnson,,,tjohnson@american-equity.com,,List import
11104640,Inactive Investor,Allen Woods,Financial Advisor,Edward Jones Lebanon IN 1651 N Lebanon St,,,Salesforce
9596275,,Lynn Waples,,,lwaples@hightoweradvisors.com,,List import
11010513,Inactive Investor,Cory Gaylord,,"MML Investors Services, LLC Chattanooga TN 651 E 4th St",,,Salesforce
11018999,Inactive Investor,Emilia Monroe,,"Kestra Investment Services, LLC Oklahoma City OK 12436 Saint Andrews Dr",,,Salesforce
11095796,Inactive Investor,Christopher Ricketts,,The AmeriFlex Group Denver CO 2696 S Colorado Blvd,,,Salesforce
9627418,,Robert Orr,,,robert@lighthouselist.com,,List import
11128386,Inactive Investor,Michael Cronlund,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",michael.cronlund@ml.com,,Salesforce
9607316,,Craig Eppler,,,craig@hfaplanning.com,,List import
9593477,,Rey Diaz,,,rodrigo70@hotmail.com,,List import
10882996,Inactive Investor,Juan Pablo Bustamante,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",juanpablo.bustamante@ml.com,,Salesforce
9582750,,Clara Hollin,,,clara.hollin@lfg.com,,List import
10825381,Inactive Investor,Grady Tabor,Chief Investment Officer;Co-Founder;Managing Member,"Processus Wealth & Capital Management, LLC",grady.tabor@processuswealth.com,,Salesforce
10872170,Inactive Investor,Ryan Hanley,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,,,Salesforce
11075129,Inactive Investor,Rama Yarram,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",rama.d.yarram@bofa.com,,Salesforce
10826590,Inactive Investor,David Cohn,,"Cambridge Investment Research, Inc. Chicago IL 736 N Hudson Ave",,,Salesforce
10810609,Inactive Investor,Stephen Wingert,President,"Wingert Investment Management, LLC",,,Salesforce
11120389,Inactive Investor,Darren Cohen,,Goldman Sachs & Co.,darren.cohen@gs.com,,Salesforce
192043,,Eduard Hamamjian,"Chief Compliance Officer, Managing Member",Geasphere Advisors,eduard@geasphere.com,401-351-4900,Manual List Upload
10875805,Inactive Investor,Leslie Leon Kennedy,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,leslie.leonkennedy@primerica.com,,Salesforce
127543,,Nick Swigart,Lpl Registered Assistant,"Stratos Wealth Partners, Ltd",nick@bncwp.com,440-519-2500,Manual List Upload
10972228,Inactive Investor,Laura Johnson,,Vanguard Marketing Corporation,laura_johnson@vanguard.com,,Salesforce
11186329,Inactive Investor,Evanya Skelly,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",skellye@stifel.com,,Salesforce
11122333,Inactive Investor,Allison Fantetti,Client Assistant,Robert W. Baird & Co. Incorporated,afantetti@rwbaird.com,,Salesforce
11002165,Inactive Investor,Cameron Black,,"Northwestern Mutual Investment Services, LLC El Dorado Hills CA 989 Governor Dr",cameron.black@nm.com,,Salesforce
10992400,Inactive Investor,Sean Keyes,Senior Financial Representative,MWA Financial Services Inc. Laguna Hills CA 23441 S Pointe Dr,sean.keyes@modern-woodmen.org,,Salesforce
353243,,Joyce Rogers Halliday,CEO Chronicles Consulting Group,Chronicles Consulting Group,joyce@chroniclesconsulting.com,,Event
10644925,,Kawone Harris,,,kharris@interactivebrokers.com,,List Import
11036755,Inactive Investor,Nora Gasparyan,,LPL Financial LLC Redwood City CA 555 Veterans Blvd,nora.gasparyan@lpl.com,,Salesforce
11125915,Inactive Investor,Ronald Bryant,Financial Advisor,"Ameriprise Financial Services, LLC La Crosse WI 700 3rd St N",ronald.c.bryant@ampf.com,,Salesforce
10112744,,Leya Ngwenya,,,leyangwenya369@gmail.com,,Web Form Fillout
11231493,Inactive Investor,Bradford DeSpelder,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",,,Salesforce
9544170,,?? ?,,,894092121@qq.com,,List import
98219,,Younghun Choi,,AJ Rental Inc,hundose@gmail.com,2133279987,Paid Social
9545133,,Milkha Singh,,,milkha.singh@cognizant.com,,List import
10852835,Inactive Investor,Joseph Parker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joseph.parker@fidelity.com,,Salesforce
9643740,,Abhey Lalit,,,abhey.lalit@gmail.com,,List import
10976093,Inactive Investor,Anton Garten,Lead Teller,"Wells Fargo Clearing Services, LLC Burnsville MN 925 County Road 42 W",,,Salesforce
11100854,Inactive Investor,Errol Lockhart,,"Avantax Investment Services, Inc. Grand Prairie TX 2321 S Belt Line Rd",,,Salesforce
11104548,Inactive Investor,Ryan Schlimgen,Paraplanner,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",ryan.schlimgen@ampf.com,,Salesforce
245202,,Natalie Noel,Marketing Manager,RIA Channel,natalie@riadatabase.com,9193065495,Manual List Upload
9574905,,Best Rank-Zone Ltd,,,info@bestrankzone.com,,List import
9618926,,Richard Friedman,,,rfriedman@whiteoaksf.com,,List import
11155523,Inactive Investor,Cassandra Walker,,State Farm VP Management Corp. Tampa FL 5111 Ehrlich Rd,cassandrawalker@statefarm.com,,Salesforce
332624,,Oluwatimilehin Oyeneye,,TBD,timilehinoyeneye@gmail.com,2812586519,
10916858,Inactive Investor,Samuel Myers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",,,Salesforce
11207565,Inactive Investor,Juan Sandoval,Managing Director;Wealth Advisor,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,juan.sandoval@ubs.com,,Salesforce
10813053,Inactive Investor,William Vanwinkle,,NYLIFE Securities LLC Red Bank NJ 125 Half Mile Rd,wvanwinkle@ft.newyorklife.com,,Salesforce
9627841,,Karie Dechant,,,kariedech@msn.com,,List import
11111675,Inactive Investor,Thomas Cavalaris,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11184998,Inactive Investor,Margaret Marco,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Fort Collins CO 3600 S College Ave",margaret.marco@wellsfargoadvisors.com,,Salesforce
10875120,Inactive Investor,Nathan Welsh,Financial Advisor,Edward Jones Temecula CA 27349 Jefferson Ave,nathan.welsh@edwardjones.com,,Salesforce
347885,,Joshua Fischer,"Advisor, Financial Planner, Financial Services Representative, Investment Advisor Representative","MML Investors Services, LLC",jfischer@financialguide.com,352-371-7638,
11093658,Inactive Investor,Andy Hodges,Financial Advisor,Edward Jones Cadiz KY 274 Lakota Dr,andy.c.hodges@edwardjones.com,,Salesforce
10657569,,Dwayne Murrell,,,dwayne.murrell@primerica.com,,List Import
10666583,Active Investor,Thomas Mangan,,Thomas Mangan,thomasmangan@live.com, +017187025001,Salesforce
10967662,Inactive Investor,Justin Ivins,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9648283,,Frederick Hinkley,,,fhinkley@mcmllc.com,,List import
10923936,Inactive Investor,Razmig Der-Tavitian,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",rder-tavitian@sanctuarywealth.com,,Salesforce
10603756,,Kyra Palmer,"Co-Chief Investment Officer, Investment Committee",Oak Financial Group Inc,kyra@oakfingroup.com,,List import
10964986,Inactive Investor,Edwin Bonilla,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",edwin.bonilla@ml.com,,Salesforce
9557582,,John Steven,,,jjsteven0692@gmail.com,,List import
10903767,Inactive Investor,Jennifer Perez,Registered Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,jennifer.perez@morganstanley.com,,Salesforce
10975848,Inactive Investor,Matthew Fiori,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",matthew.fiori@equitable.com,,Salesforce
236262,,JOrjoerj -,,JOrjoerj [[Unknown]],rwerewrewr@eok.com,,
11097088,Inactive Investor,Brendan Crews,Investment Advisor Representative;Portfolio Manager,"Daviman Financial, LLC Noblesville IN Private Residence",brendan@davimanfinancial.com,,Salesforce
10754305,Inactive Investor,Matthew Alonge,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",matthew.alonge@ml.com,,Salesforce
170233,,Stuart Gauld,,[Unknown],stuartg1943@hotmail.com,,Paid Social
11087172,Inactive Investor,Grant Rogers,Associate,Edward Jones Marion KY 123 E Bellville St,grant.rogers@edwardjones.com,,Salesforce
11062226,Inactive Investor,Janice Danier,,Goldman Sachs & Co.,,,Salesforce
10806148,Inactive Investor,Kyle Radeloff,Financial Planning Analyst,"Ameriprise Financial Services, LLC Columbus OH 81 Mill St",kyle.a.radeloff@ampf.com,,Salesforce
349015,,Vladimir Krin,Chief Risk Officer And Member Of The Executive Committee For Trg,Trg Management Lp,vkrin@rohatyngroup.com,212-984-2900,Manual List Upload
245349,,Fumiya Takashima,IT Researcher,Sumitomo Mitsui Financial Group,ftakashima@smbcgroup.com,16503045518,Manual List Upload
9544002,,Ian Rankowitz,,,irankowitz@gmail.com,,List import
9546111,,Paul Bao,,,wind4ce.bao@gmail.com,,List import
11128180,Inactive Investor,Anthony Morrone,,Cetera Advisors LLC Red Bank NJ 30 Broad St,,,Salesforce
10790158,Inactive Investor,Justin Rezzonico,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,justin.rezzonico@fidelity.com,,Salesforce
10658694,,Bethany Fenby,,,byarosz@weg1.com,,List Import
10834368,Inactive Investor,Patricia Kuykendall,,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,patty.kuykendall@ubs.com,,Salesforce
343743,,Vanessa Geiger,Managing Director,"Baldwin Investment Management, Llc",vgeiger@baldwinmgt.com,610-260-1555,Manual List Upload
10837650,Inactive Investor,Heather Craig,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",heather_jefferson@ml.com,,Salesforce
111389,,Stuart Carter,,The London Whale,stuartcarter01@gmail.com,7791296190,
10809703,Inactive Investor,Evan Chertkov,Senior Financial Advisor,Commonwealth Financial Network Yreka CA 1201 S Main St,echertkov@commonwealth.com,,Salesforce
10966135,Inactive Investor,Robert Collings,,"U.S. Bancorp Investments, Inc. Seattle WA 815 NE Northgate Way",,,Salesforce
10918361,Inactive Investor,James Wilson,,UBS Financial Services Inc. Frederick MD Private Residence,james.w@ubs.com,,Salesforce
10917612,Inactive Investor,Marc Ross,Senior Branch Examiner,LPL Financial LLC,marc.ross@lpl.com,,Salesforce
11136385,Inactive Investor,Dominique Cooper,,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",,,Salesforce
248262,,Lovis Axon,PM/Founder,EvoLve Quant,lovis@evolve-quant.com,,Manual List Upload
11173975,Inactive Investor,Justin Brough,Financial Advisor,Edward Jones Ridgecrest CA 801 N Downs St,justin.brough@edwardjones.com,,Salesforce
10758569,Inactive Investor,Poul Olsen,,"CNR Securities, LLC San Francisco CA 455 Market St",po@rochdale.com,,Salesforce
9551730,,Kyndra Burgess,,,kyndra.burgess@marinerwealthadvisors.com,,List import
11039092,Inactive Investor,Alexander Kline,,"Cambridge Investment Research, Inc. Pittsburgh PA 368 Butler St",alex.kline@cambridgesecure.com,,Salesforce
10860232,Inactive Investor,Donald Rex,Managing Member,Rex Management LLC Columbia SC Private Residence,,,Salesforce
10924255,Inactive Investor,Kevin Brunkow,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",kevin.brunkow@tfaconnect.com,,Salesforce
11116728,Inactive Investor,Debbie Feest,,"MML Investors Services, LLC Huntersville NC Private Residence",,,Salesforce
10861915,Inactive Investor,Edward Bullock,,Cetera Financial Specialists LLC Phillipsburg NJ 324 S Main St,edward.bullock@ceterafs.com,,Salesforce
10755190,Inactive Investor,Trey Clark,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
199389,,Leroy Twisdale,Financial Advisor,Eagle Strategies LLC,ltwisdale@ft.newyorklife.com,903-223-8947,product
11038108,Inactive Investor,Lisa Adams,,Commonwealth Financial Network Fond Du Lac WI N7640 County Road WH,ladams@commonwealth.com,,Salesforce
10754831,Inactive Investor,Robert Pulaski,,"Packerland Brokerage Services, Inc. Oconomowoc WI 784 Summit Ave",robert_pulaski@packerlandbrokerage.com,,Salesforce
10866499,Inactive Investor,Derek Kraemer,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,derek.a.kraemer@jpmorgan.com,,Salesforce
9590921,,John Haller,,,jhaller@clearbridge.com,,List import
10975961,Inactive Investor,Brandon Ross,,Vanguard Marketing Corporation,brandon_ross@vanguard.com,,Salesforce
11094929,Inactive Investor,Linda Roberts,Chief Compliance Officer;Director - Operations,Dechtman Wealth Management,,,Salesforce
11170433,Inactive Investor,Jaime Vedia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10989527,Inactive Investor,William Salber,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11084946,Inactive Investor,James Kaminski,,The O.N. Equity Sales Company Valencia CA 25350 Magic Mountain Pkwy,james_kaminski@ohionational.com,,Salesforce
10894433,Inactive Investor,Derek Hobbs,Chief Compliance Officer;Financial Advisor;President,"Evart, Young & Hobbs Investment Management",derek@eyhadvisers.com,,Salesforce
10955680,Inactive Investor,Dean Wilson,Financial Consultant,"Equitable Advisors, LLC Lynchburg VA 121 Goldenrod Pl",dean.wilson@equitable.com,,Salesforce
11205311,Inactive Investor,Joseph Papania,,"MML Investors Services, LLC Metairie LA 3838 N Causeway Blvd",,,Salesforce
10951091,Inactive Investor,Nolan Mclaney,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
11097370,Inactive Investor,Adam Schorr,,LPL Financial LLC Rock Hill SC 157 E Main St,adam.schorr@lpl.com,,Salesforce
9613683,,Greg Silas,,,gs.1691@yahoo.com,,List import
11127436,Inactive Investor,Andre Stephens,,PFS Investments Inc. Lyndhurst NJ 1050 Wall St W,astephens.627fl@primerica.com,,Salesforce
10776777,Inactive Investor,Roger Brundage,Principal;Senior Financial Consultant;Shareholder,Liberty Capital Investment Corporation,rbrundage@libertycapinv.com,,Salesforce
11061332,Inactive Investor,Greg Imhoff,Wealth Advisor,LPL Financial LLC Crystal Lake IL 780 McArdle Dr,greg.imhoff@lpl.com,,Salesforce
11172147,Inactive Investor,Jonathan Hoak,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9545996,,Dam Linh,,,damnhatlinh2510@gmail.com,,List import
9599999,,Brett Stehl,,,brett.stehl@thinkingbeyond.com,,List import
10982959,Inactive Investor,Samuel Pun,Client Advisor;Director,"Freestone Capital Management, LLC San Francisco CA 101 California St",spun@freestonecapital.com,,Salesforce
9555185,,Dennis Hynes,,,dchynes@gmail.com,,List import
335296,,Jim Lupica,"Founding, Managing Partner",Stratos Wealth Advisors Llc,jlupica@stratoswp.com,440-519-2500,Manual List Upload
11027483,Inactive Investor,Chelsea Mackles,,J.P. Morgan Securities LLC Slidell LA 1943 Gause Blvd E,chelsea.mackles@jpmorgan.com,,Salesforce
11117284,Inactive Investor,Leroy Mabeus,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,leroy.mabeus@primerica.com,,Salesforce
11208062,Inactive Investor,Adam Worth,,"SCF Securities, Inc. Sherman Oaks CA Private Residence",aworth@scfsecurities.com,,Salesforce
10818087,Inactive Investor,Rachel Boyda,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",rachel.boyda@wellsfargoadvisors.com,,Salesforce
10983968,Inactive Investor,James Sullivan,,"Burch & Company, Inc",,,Salesforce
10619422,,William Anderson,,,william.j.anderson@morganstanley.com,,List Import
11159379,Inactive Investor,Gregory Ludema,,Goldman Sachs & Co.,,,Salesforce
10894428,Inactive Investor,Jimmy McMillian,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Silver Spring MD 10310 Greenacres Dr",jimmy.mcmillian@equitable.com,,Salesforce
10663941,,Alex Kwon,,,akwon474@gmail.com,,Web Form Fillout
11144557,Inactive Investor,Kimberly Doucette,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,kimberly.doucette@fidelity.com,,Salesforce
11140154,Inactive Investor,Lynda Stagnitti,,Cetera Investment Services LLC New York NY 1430 Broadway,lynda.stagnitti@ceterais.com,,Salesforce
10898313,Inactive Investor,Joshua Singer,Financial Advisor,Edward Jones Marshfield MA 1025 Plain St,joshua.singer@edwardjones.com,,Salesforce
10781062,Inactive Investor,James Buckley,,"Charles Schwab & Co., Inc. Colorado Springs CO Private Residence",james.buckley@schwab.com,,Salesforce
9588023,,Sezgin Caluk,,,sezgin.caluk@gmail.com,,List import
373205,,Dinesh Malkani,,[Unknown],dkm77@yahoo.com,,source
11086695,Inactive Investor,Christian Harvey,Client Specialist,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,cdharvey@rwbaird.com,,Salesforce
11130099,Inactive Investor,Andy Schwartz,Member;Principal,"Bleakley Financial Group, LLC",andy.schwartz@bleakley.com,,Salesforce
9565742,,lauren prince,,,lauren@lprince.com,,List import
23875,,Eduardo Abush,Managing Partner,Waterfront Capital Partners LLC,eabush@waterfrontcp.com,1-212-554-4090,Initial Salesforce Import
11097925,Inactive Investor,Jeffrey Snell,Chief Compliance Officer;Managing Member,"JR Snell Capital Management, LLC",jeffrey@jrscm.com,,Salesforce
11160799,Inactive Investor,Cara Kelley,Financial Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,cara.kelley@ubs.com,,Salesforce
10985339,Inactive Investor,Brian Blaha,,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",brian.blaha@tfaconnect.com,,Salesforce
11255401,Inactive Investor,Howell Neville,Founder;Portfolio Manager;Principal;Wealth Management Advisor;Wealth Manager,"The Pines Wealth Management, LLC",evans.neville@thepineswealth.com,,Salesforce
332978,,Jeremy Smith,Managing Member,"Seros Financial, Llc",jeremy@teamseros.com,480-967-1155,Manual List Upload
11149260,Inactive Investor,Brian Stanley,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",brian.stanley@nm.com,,Salesforce
10890649,Inactive Investor,Nathan Thorp,Financial Advisor,Edward Jones Dayton OH 70 W Franklin St,wyatt.thorp@edwardjones.com,,Salesforce
11149211,Inactive Investor,Jason Espalin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
10818602,Inactive Investor,Anthony Minnici,,NYLIFE Securities LLC Harrisburg PA 380 N 71st St,aminnici@ft.newyorklife.com,,Salesforce
10836953,Inactive Investor,Margarita Figueroa,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",margarita.figueroa@ml.com,,Salesforce
10845457,Inactive Investor,Scott Mclaughlin,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11050895,Inactive Investor,Bryan Becotte,,"MML Investors Services, LLC Riverside RI 501 Wampanoag Trl",,,Salesforce
9593196,,Khansa Jones,,,kjones@fbcpa.com,,List import
11039421,Inactive Investor,Chelsea Jones,Client Associate;Financial Advisor,"Wells Fargo Clearing Services, LLC Carbondale IL 1401 Financial Park",chelsea.jones@wellsfargoadvisors.com,,Salesforce
11145860,Inactive Investor,Jill Grueninger,Vice President - Investments,Arcataur Capital Management LLC,jgrueninger@arcataur.com,,Salesforce
10885924,Inactive Investor,Amelia Gaspary,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",amelia.gaspary@stewardpartners.com,,Salesforce
10877977,Inactive Investor,Sophia Newman,Client Service Associate;Registered Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,sophia.newman@morganstanley.com,,Salesforce
11171429,Inactive Investor,Nicholas Preddice,Chief Compliance Officer;Member;Partner,"The Affinity Group, LLC",,,Salesforce
10859418,Inactive Investor,Jay Gilberg,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Vancouver WA 2102 E McLoughlin Blvd",jay.gilberg@nm.com,,Salesforce
10928524,Inactive Investor,Gina Ribota,Financial Advisor,Edward Jones Crown Point IN 11426 Broadway,gina.ribota@edwardjones.com,,Salesforce
10779880,Inactive Investor,Imad Kamran,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
10762687,Inactive Investor,Thomas Reis,National Sales Director,PFS Investments Inc. Urbandale IA 3220 100th St,thomas.reis@primerica.com,,Salesforce
10882279,Inactive Investor,Colin Kirkby,Associate Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",colin.kirkby@raymondjames.com,,Salesforce
10949222,Inactive Investor,John Ware,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10773254,Inactive Investor,Michael Conway,,CIBC World Markets Corp.,,,Salesforce
11090480,Inactive Investor,Wenqing You,,HSBC Securities (USA) Inc.,,,Salesforce
11116366,Inactive Investor,Shirley Robles,,PFS Investments Inc. Las Vegas NV 7955 W Sahara Ave,shirley.robles@primerica.com,,Salesforce
11040460,Inactive Investor,Dheeraj Sharavan Sakthivel,,Citigroup Global Markets Inc.,,,Salesforce
10890991,Inactive Investor,Meredith Wright,Financial Advisor,LPL Financial LLC Succasunna NJ 15 Commerce Blvd,meredith.wright@lpl.com,,Salesforce
10770665,Inactive Investor,Jordan Eison,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Atlanta GA 5565 Glenridge Connector,jordan.eison@morganstanley.com,,Salesforce
11120710,Inactive Investor,Ronald Leipzig,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Waukesha WI 20800 Swenson Dr",ron.leipzig@raymondjames.com,,Salesforce
11184593,Inactive Investor,Lori Gartner,Financial Advisor,"Wells Fargo Clearing Services, LLC Kearney NE 21 W 21st St",lori.gartner@wellsfargoadvisors.com,,Salesforce
10930989,Inactive Investor,Tyler Cook,Chief Compliance Officer;Founding Partner;Managing Member,Kimsa Asset Management LLC Portland OR 13190 SW 68th Pkwy,tcook@kimsawealth.com,,Salesforce
9549518,,Nikos Nicopoulos,,,nicopoulos@ellington.com,,List import
10616812,,Michael Peplansky,,,michael.j.peplansky@jpmorgan.com,,List Import
10980977,Inactive Investor,Crysta Bloomingdale,,"Osaic Wealth, Inc. Greenville OH 5116 Childrens Home Bradford Rd",,,Salesforce
10926278,Inactive Investor,Albert Donahey,,LPL Financial LLC Westerville OH 5839 Chandler Ct,albert.donahey@lpl.com,,Salesforce
10986018,Inactive Investor,Shervin Sadr,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11238767,Inactive Investor,Teague Magner,,"Sterling Bay Capital Advisers, LLC",tmagner@sterlingbay.com,,Salesforce
10839138,Inactive Investor,William McEvoy,,"Cambridge Investment Research, Inc. Malden MA 389 Main St",,,Salesforce
9601702,,Emily Hermeno,,,emily@prosperityroadllc.com,,List import
10849884,Inactive Investor,Joel Archer,,"Independent Financial Group, LLC Sacramento CA 3301 Watt Ave",,,Salesforce
10771197,Inactive Investor,Harvey Luft,,Network 1 Financial Securities Inc. Weston CT Private Residence,,,Salesforce
11188115,Inactive Investor,Angela Pizzichini,Financial Advisor,Morgan Stanley Denver CO 3033 E 1st Ave,angie.leach.pizzichini@morganstanley.com,,Salesforce
10864764,Inactive Investor,Quint Mansell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11007836,Inactive Investor,Donnetta Amos,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,damos@primerica.com,,Salesforce
10811898,Inactive Investor,Richard Zacharoff,,"Kestra Investment Services, LLC Huntington NY 36 New York Ave",,,Salesforce
10991255,Inactive Investor,Crystal Mcleod,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",,,Salesforce
10847040,Inactive Investor,Jason Edwards,Financial Advisor,Edward Jones Plano TX 7800 Dallas Pkwy,,,Salesforce
10929697,Inactive Investor,Anthony Fairchild,,LPL Financial LLC,anthony.fairchild@lpl.com,,Salesforce
10778559,Inactive Investor,Christopher Elkin,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,christopher.elkin@fidelity.com,,Salesforce
10803319,Inactive Investor,Geoffrey Kasse,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 2945 Banksville Rd",geoffrey.kasse@nm.com,,Salesforce
11063285,Inactive Investor,Karyn Lancaster,Investment Consultant,LPL Financial LLC West Hartford CT 10 N Main St,karyn.lancaster@lpl.com,,Salesforce
11135164,Inactive Investor,Heather Kelly,,Lincoln Investment New Hope PA 6220 Lower York Rd,,,Salesforce
11016350,Inactive Investor,Kimberly Guha,Financial Advisor,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,kimberly.taylor@ubs.com,,Salesforce
11066986,Inactive Investor,Christopher Wright,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 7255 S Rainbow Blvd",christopher.wright@wfadvisors.com,,Salesforce
10796543,Inactive Investor,Leslie Shaw,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
206573,,James Licari,,[[Unknown]],jimdrucy@aol.com,,News & Research
11174636,Inactive Investor,G S White,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC North Little Rock AR 10 Parkstone Cir",jeremy.x.white@ampf.com,,Salesforce
9596168,,Isabelle Godin,,,isabelle.godin@iba.ca,,List import
9480691,,Benjamin Ee,,,benjaminee20@gmail.com,92779294,Web form fillout
9590373,,Adrian Hibbert,,,mjkamrul7@gmail.com,,List import
10975721,Inactive Investor,Dylan Selvig,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
9605900,,Don Polson,,,polsonpainting@aol.com,,List import
10939948,Inactive Investor,Abigail Eames,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11177625,Inactive Investor,David Wilson,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11024726,Inactive Investor,Joseph Pribula,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Leawood KS 4000 W 114th St",joseph.e.pribula@wellsfargoadvisors.com,,Salesforce
10927988,Inactive Investor,Joanna Dean,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10950492,Inactive Investor,Mark Zumack,,"MML Investors Services, LLC Solon OH 30675 Solon Rd",mzumack@financialguide.com,,Salesforce
11197487,Inactive Investor,Michael Carter,,Key Investment Services LLC,mcarter@kisinvestments.com,,Salesforce
10658106,,Ann Mariani-Issel,,,ann.marianiissel@lpl.com,,List Import
11084477,Inactive Investor,Syed Raza,,"Allstate Financial Services, LLC Wayne MI 35612 W Michigan Ave",,,Salesforce
10973921,Inactive Investor,Matthew Howie,Financial Advisor,AWM Financial Services Inc. Spring TX 9595 6 Pines Dr,mhowie@alliedwealth.com,,Salesforce
10680356,,Matthew Scharpf,,,mscharpf@cboe.com,,List Import
189718,,Martin Haake,,[Unknown],martyh1953@aol.com,,
11175800,Inactive Investor,Jacqueline Kimmel,,"Raymond James Financial Services, Inc. Harrisburg PA 2415 N Front St",jacqueline.kimmel@raymondjames.com,,Salesforce
11125455,Inactive Investor,Jonathan Savage,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",jonathan.savage@ml.com,,Salesforce
11260807,Inactive Investor,Jack Santini,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10831870,Inactive Investor,William Terrell,Managing Director;Portfolio Manager,"Wells Fargo Clearing Services, LLC San Francisco CA 150 California St",william.terrell@wfa.com,,Salesforce
198957,,Phillip Jean,,United States,phillip.s.jean1@gmail.com,,
10789317,Inactive Investor,Larry Laughlin,Financial Advisor,Edward Jones Clive IA 1370 NW 114th St,larry.laughlin@edwardjones.com,,Salesforce
9548582,,Timothy Cummins,,,tim@sonatacap.com,,List import
10803931,Inactive Investor,Michael Martin,Branch Manager;Investment Advisor Representative,LPL Financial LLC Kansas City MO 9800 NW Polo Dr,,,Salesforce
11063008,Inactive Investor,David Spratt,Chief Compliance Officer,Badgley Phelps Wealth Managers,daves@badgley.com,,Salesforce
10489199,,Harold McCoy,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",harold.mccoy@wellsfargoadvisors.com,972-473-5900,List Import
11004165,Inactive Investor,Edward Cooke,,"Cambridge Investment Research, Inc. West Chicago IL 303 Main St",,,Salesforce
10968594,Inactive Investor,Robin Byrd,,"Allstate Financial Services, LLC West Linn OR 21560 Willamette Dr",robinbyrd@allstate.com,,Salesforce
10978381,Inactive Investor,Lawrence Schalles,,"Principal Securities, Inc. New Port Richey FL 5320 Main St",,,Salesforce
9899473,,Rob Trpes,,,commresc@gmail.com,,Web Form Fillout
202500,,Alex Ramistella,Trader,"Summit Partners Public Asset Management, LLC",aramistella@summitpartners.com,1-617-824-1000,Database Upload
11066917,Inactive Investor,Barry Ransick,Principal,"Principled Wealth Advisors, LLC",barry@principledwealth.net,,Salesforce
10838217,Inactive Investor,John Kleinhenz,Chief Economist;Chief Executive Officer;Member,"Kleinhenz & Associates, Ltd.",jack@kleinhenzassociates.com,,Salesforce
10880815,Inactive Investor,Derek Fish,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Cockeysville MD 303 International Cir",derek.fish@ampf.com,,Salesforce
11095369,Inactive Investor,Gregory Roth,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President;Workplace Advisor - Equity C,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,gregory.roth@morganstanley.com,,Salesforce
11170422,Inactive Investor,Stephanie Lominac,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",stephanie.l.lominac@ml.com,,Salesforce
11138659,Inactive Investor,Shelley Reeves,,LPL Financial LLC Morristown NJ 305 Madison Ave,shelley.reeves@lpl.com,,Salesforce
11175246,Inactive Investor,Troy Mathews,Investment Advisor,"OneAmerica Securities, Inc. Layton UT 920 Heritage Park Blvd",,,Salesforce
11029399,Inactive Investor,Hunter Tisland,,J.P. Morgan Securities LLC Palm Harbor FL 600 E Lake Rd,hunter.tisland@jpmorgan.com,,Salesforce
11146546,Inactive Investor,James Sanders,,"Wealth Watch Advisors, Inc New Braunfels TX 207 E San Antonio",,,Salesforce
9644790,,EDGAR DAVID GARCIA MAYORCA MENENDEZ,,,fundacionkdgm@gmail.com,,List import
11231482,Inactive Investor,Mark Powers,,PFS Investments Inc. Roseville CA 1200 Melody Ln,mpowers@primerica.com,,Salesforce
9603710,,Deborah Ludington,,,debludington@sweetgrassonline.com,,List import
10821053,Inactive Investor,Randy Holmeen,Financial Advisor;Financial Services Director;Senior Vice President,Morgan Stanley Hartford CT 225 Asylum St,randy.holmeen@morganstanley.com,,Salesforce
10865508,Inactive Investor,Eduardo Gerena,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",egerena@phoenixinc.com,,Salesforce
11189986,Inactive Investor,Melissa Levine,,Cetera Advisor Networks LLC Harrison NY 500 Mamaroneck Ave,,,Salesforce
10985546,Inactive Investor,Vincent Smith,,PFS Investments Inc. Roseville CA 1200 Melody Ln,vsmith.jr@primerica.com,,Salesforce
9577233,,Arthur Duffy,,,axduffy@rexcapital.com,,List import
11167606,Inactive Investor,Adilene Calixtro,,"DFPG Investments, LLC Santa Rosa CA 3510 Unocal Pl",,,Salesforce
10973938,Inactive Investor,Matthew Van Dyke,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11147795,Inactive Investor,Jason Loeffler,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 8320 42nd Ave N",,,Salesforce
10900636,Inactive Investor,Paul Etra,,LPL Financial LLC Red Bank NJ 331 Newman Springs Rd,paul.etra@lpl.com,,Salesforce
10976037,Inactive Investor,Ann Chen,Manager;Vice President,J.P. Morgan Securities LLC Oakland CA 5114 Broadway,annie.x2.chen@jpmorgan.com,,Salesforce
11131069,Inactive Investor,Eric Johnson,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",eric.m.johnson@nm.com,,Salesforce
10823275,Inactive Investor,David Parsels,,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,david_parsels@glic.com,,Salesforce
11208480,Inactive Investor,Kali Laganiere,,"Raymond James Financial Services, Inc. Lewiston ME 30 Lisbon St",kali.laganiere@raymondjames.com,,Salesforce
11032194,Inactive Investor,Ramsey Brock,Analyst;Managing Member,Brock Asset Management,ramsey@brockira.com,,Salesforce
11222993,,Scott Drever,,,scott.drever@morganstanley.com,,List Import
10818601,Inactive Investor,Mary Soriano,,"Avantax Investment Services, Inc. Phoenix AZ 5300 N Central Ave",,,Salesforce
39286,,Timothy Richmond,,Thrivent Investment Management Inc.,timothy.richmond@thrivent.com,920-628-5828,
10836276,Inactive Investor,Robert Rossi,Managing Member;Regulatory Contact;Senior Compliance Officer,R2 Wealth Management Partners,bob@r2wealth.com,,Salesforce
10853096,Inactive Investor,David France,Financial Advisor,Oppenheimer & Co. Inc. Topeka KS 534 S Kansas Ave,david.france@opco.com,,Salesforce
206216,,DR. VIKAS BHUSHAN,INVESTOR/ADVISOR,SUTRA ASSET MANAGEMENT,vbhushan@me.com,3106783985,
11161117,Inactive Investor,Adam Laurie,,"GLP Investment Services, LLC",,,Salesforce
6269900,,Marc Michel,,,m7michel@yahoo.com,,Web Form Fillout
11166078,Inactive Investor,Derek Kleinman,,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",,,Salesforce
11079373,Inactive Investor,Christopher Metscher,Financial Advisor,"Sunbelt Securities, Inc. Denver CO 12000 Pecos St",christopher.metscher@sunbeltsecurities.com,,Salesforce
9557175,,Julia Shiles,,,julia.shiles@mutualsecurities.com,,List import
2809402,,Lalu Sharma,,,lalusharma834023@gmail.com,,
11030441,Inactive Investor,Russell Owen,,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",russell.owen@53.com,,Salesforce
10776375,Inactive Investor,William Krebs,,Cetera Advisor Networks LLC Santa Barbara CA 3700 State St,krebsw@ceteranetworks.com,,Salesforce
11028480,Inactive Investor,Frank Savage,,LPL Financial LLC Houston TX 4295 San Felipe St,,,Salesforce
11202858,Inactive Investor,Steven Schumaker,Chief Compliance Officer;Secretary;Vice President,"Pruneyard Financial Group, Inc. Campbell CA 900 E Hamilton Ave",steven.schumaker@pruneyardfinancial.com,,Salesforce
233691,, -,,[[Unknown]],jeon7329@naver.com,,
11057640,Inactive Investor,Colin Wymer,Financial Advisor,LPL Financial LLC Kent OH 214 S Water St,colin.wymer@lpl.com,,Salesforce
11024729,Inactive Investor,Victoria Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Danvers MA 175 Andover St",victoria.a.johnson@ampf.com,,Salesforce
7189853,,dasa tasa,,,stephenpowell@gmail.com,,Web Form Fillout
10864271,Inactive Investor,Charles Chelf,,"The Investment Center, Inc. Perry Hall MD Private Residence",cchelf@investmentctr.com,,Salesforce
9578836,,Wesley Creese,,,wcreese@riverstone.finance,,List import
10754441,Inactive Investor,Cole Hogsett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",cole.hogsett@ml.com,,Salesforce
7268756,,Promise Oreva,,,promisejulius2015@gmail.com,,Web Form Fillout
9614435,,murdisonphilip486@gmail.con MURDISON,,,murdisonphilip486@gmail.con,,List import
10754882,Inactive Investor,Steven Lauterbach,Executive Director - Investments;Financial Advisor;Senior Portfolio Manager,Oppenheimer & Co. Inc. Dallas TX 13455 Noel Rd,kirk.lauterbach@opco.com,,Salesforce
10830335,Inactive Investor,Sue Teng,Financial Advisor;International Client Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Mountain View CA 650 Castro St,sue.teng@morganstanley.com,,Salesforce
11064232,Inactive Investor,Turkur Cheng,,NYLIFE Securities LLC Newark CA Private Residence,turkurcheng@ft.newyorklife.com,,Salesforce
10897177,Inactive Investor,Amanda Rodriguez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9621391,,Xin Chen,,,xch905@gmail.com,,List import
10864491,Inactive Investor,Ty Otake,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,totake@ft.newyorklife.com,,Salesforce
11131480,Inactive Investor,Jose Rodriguez,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,,,Salesforce
10877025,Inactive Investor,Brian Johnston,Chief Investment Officer;Managing Partner,"Forthright Wealth Management, LLC",brian.johnston@forthrightwm.com,,Salesforce
11015333,Inactive Investor,Katia Kachaliy,Vice President,Morgan Stanley,,,Salesforce
10644837,,Jared Doskow,,,jared.doskow@macquarie.com,,List Import
240743,,Williams Brie,,State Street Global Advisors,brie_williams@ssga.com,,Event
9602833,,Goodloe Byron,,,gbyron@potomacenergyfund.com,,List import
10828404,Inactive Investor,Farhood Kasiri,,UBS Financial Services Inc. Corpus Christi TX 800 N Shoreline Blvd,farhood.kasiri@ubs.com,,Salesforce
11045673,Inactive Investor,Joshua Greenspan,,Goldman Sachs & Co.,,,Salesforce
10925980,Inactive Investor,Kenneth Taylor,,PFS Investments Inc. Richmond VA 9411 Hull Street Rd,kenneth.taylor@primerica.com,,Salesforce
10833246,Inactive Investor,Marlene Mazur,,Cetera Advisors LLC Colts Neck NJ 174 Rte 537,marlene.mazur@ceteraadvisors.com,,Salesforce
11077302,Inactive Investor,Alan Perrodin,,"Concourse Financial Group Securities, Inc. Lafayette LA 2020 W Pinhook Rd",alan.perrodin@concoursefinancial.com,,Salesforce
10836780,Inactive Investor,Claudel Demosthene,Director;Market Supervisory Officer,UBS Financial Services Inc. Philadelphia PA 1735 Market St,claudel.demosthene@ubs.com,,Salesforce
343420,,Anne Kavanagh,Office Manager,"Webster Equity Partners, Llc",akavanagh@webstercapital.com,781-419-1515,Manual List Upload
10762425,Inactive Investor,Gerard Lorden,Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Boston MA 28 State St,gerard.lorden@morganstanley.com,,Salesforce
11037580,Inactive Investor,Taylor Gray,,PFS Investments Inc. East Tawas MI 211 Newman St,,,Salesforce
10879215,Inactive Investor,Christopher Bettis,Vice President,"First Citizens Investor Services, Inc. Winston Salem NC 3001 Trenwest Dr",chris.bettis@firstcitizens.com,,Salesforce
11157696,Inactive Investor,Landry Leach,Chief Revenue Officer,"B.O.S.S. Retirement Advisors, LLC",,,Salesforce
9597640,,Jonelle Jue,,,jonelle@sepfunds.com,,List import
11144710,Inactive Investor,Brandon Rivera,Chief Compliance Officer;Founder;Managing Member,Unity Wealth Partners,,,Salesforce
10614667,,Peter Weiss,"Executive Director, Financial Advisor, Financial Planning Specialist, Portfolio Management Director",,peter.a.weiss@morganstanley.com,,List Import
11007395,Inactive Investor,Gianluca Paci,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. Pasadena CA 75 N Fair Oaks Ave",gianluca.paci@firstcitizens.com,,Salesforce
10840510,Inactive Investor,Boruch Gutter,,"Equitable Advisors, LLC Brooklyn NY 1552 58th St",boruch.gutter@equitable.com,,Salesforce
11013089,Inactive Investor,David Lewitas,,United Planners' Financial Services of America A Limited Partner Elmwood Park IL 6836 W North Ave,,,Salesforce
10765770,Inactive Investor,Jason Cheu,Financial Advisor,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,,,Salesforce
11184743,Inactive Investor,Stephen Evans,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
9599592,,Bill Greene,,,bill@hawthornewealth.com,,List import
10946261,Inactive Investor,Sean Campbell,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sean.campbell@schwab.com,,Salesforce
7804753,,Steve Kankula III,,,stevekankula@yahoo.com,7342469031,Web Form Fillout
10904528,Inactive Investor,Janelle Garcia,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",janelle.t.garcia@ml.com,,Salesforce
10932802,Inactive Investor,Michelle Drewry,,"Osaic Wealth, Inc. Gaston OR Private Residence",,,Salesforce
10762073,Inactive Investor,John Levy,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",john.levy@wellsfargoadvisors.com,,Salesforce
10860717,Inactive Investor,Brian Bouillet,Financial Advisor,KCPAG Financial Advisors LLC Vincennes IN 802 Old Wheatland Rd,bbouillet@kcpag.com,,Salesforce
10984600,Inactive Investor,Tina Kreikemeier,,LPL Financial LLC Lincoln NE 4827 Pioneers Blvd,tina.kreikemeier@lpl.com,,Salesforce
10965699,Inactive Investor,Tyler David,Financial Advisor,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",tyler.david@equitable.com,,Salesforce
5964308,,jonh Gary,,,gavepap941@lubde.com,,Web Form Fillout
11165110,Inactive Investor,Eric Goldsmith,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",eric.goldsmith@nm.com,,Salesforce
10784230,Inactive Investor,Grace King,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,grace.king@morganstanley.com,,Salesforce
10896106,Inactive Investor,Jamael Harris,Regional Vice President,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,jamael.harris@primerica.com,,Salesforce
11097917,Inactive Investor,Amanda Nowaczynski,Chief Operating Officer,Operose Advisors LLC,,,Salesforce
184533,,Kristen Shope,,Creative Planning,kristen.shope@thinkingbeyond.com,913-338-2727,
374088,,Sameer Patel,,[Unknown],sapatel111111@gmail.com,,source
11068490,Inactive Investor,Alissa Peters,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11053450,Inactive Investor,Robert Brunmeier,,"Osaic Wealth, Inc. Rochester MI 222 S Main St",,,Salesforce
11190284,Inactive Investor,Devin Velnoskey,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Westminster MD 15 E Main St,devinvelnoskey@janney.com,,Salesforce
11008357,Inactive Investor,Nicole Krusic,,Commonwealth Financial Network Green Bay WI 225 S Monroe Ave,nkrusic@commonwealth.com,,Salesforce
10899755,Inactive Investor,Michael Kurek,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",michael.kurek@ml.com,,Salesforce
10866174,Inactive Investor,Simon Lawson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,simon.lawson@fidelity.com,,Salesforce
11113183,Inactive Investor,Bradley Bofford,,"HighTower Securities, LLC Fairfield NJ 310 Passaic Ave",bbofford@hightoweradvisors.com,,Salesforce
10817986,Inactive Investor,Aubrey Woodson,,PFS Investments Inc. Waukegan IL 2835 Belvidere Rd,aubrey.woodson@primerica.com,,Salesforce
238421,,RM@harmoniaasset.com Mennocchi,,[Unknown],rm@harmoniaasset.com,,
10965218,Inactive Investor,Ashley Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 608 J Clyde Morris Blvd",,,Salesforce
9631877,,Leo Jr.,,,liuyuxiang12138@gmail.com,,List import
11074176,Inactive Investor,Kristin Carleton,,"Sound Income Strategies, LLC Henrico VA 4108 E Parham Rd",,,Salesforce
10827900,Inactive Investor,Rodney Hager,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rodney.hager@tiaa.org,,Salesforce
10758068,Inactive Investor,Lindsey Rickards,Assistant Vice President;Wealth Management Analyst,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,lindsey.rickards@morganstanleypwm.com,,Salesforce
11146234,Inactive Investor,Brandon Unger,,"The Leaders Group, Inc.",,,Salesforce
10996255,Inactive Investor,Geraud Gandemey,Regional Vice President,PFS Investments Inc. Omaha NE 10110 Nicholas St,ggandemey@primerica.com,,Salesforce
10968875,Inactive Investor,William King,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",,,Salesforce
343265,,Klaus Lovgreen,,Private,k@monaco.mc,680865167,Organic Search
10985324,Inactive Investor,Kathryn Baroli,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9623907,,Tony Monti,,,tonymonti@gmail.com,,List import
374184,,Charles Hunter,,[Unknown],chunter633@gmail.com,,Salesforce
211588,,Kevin Perkins,Non-employed,None,r_k_perkins@yahoo.com,,Content
11087941,Inactive Investor,Angela Brinkley,Client Advisor;Vice President,J.P. Morgan Securities LLC Austin TX 140 W Slaughter Ln,,,Salesforce
9602935,,alex pal,,,pankangl009@gmail.com,,List import
9578853,,Gregory Badowski,,,gbadowski@maiwealth.com,,List import
11219453,,William Burton,,,bill@capinvestors.com,,Other
9582296,,Kayoko Hashimoto,,,khashimoto@diamusa.com,,List import
10942237,Inactive Investor,Michael Chaffin,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,,,Salesforce
10901673,Inactive Investor,Connor King,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",connor.king@ml.com,,Salesforce
11170443,Inactive Investor,William Miner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",william_miner@ml.com,,Salesforce
10946279,Inactive Investor,Jonathan Hueftle,Financial Advisor,SYM Financial Advisors Indianapolis IN 9100 Keystone Xing,jhueftle@sym.com,,Salesforce
332907,,Jim Gazis,,Balanced Asset Strategies,info@balancedassetstrategies.com,,
9637556,,Maureen Lyons,,,mal9@ntrs.com,,List import
9617586,,Mark Flower,,,mflower@waudcapital.com,,List import
10885157,Inactive Investor,Esperanza Castro,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. Hollywood FL 12240 Pines Blvd,,,Salesforce
10900634,Inactive Investor,John Hoyt,,"Raymond James Financial Services, Inc. Greenville NC 1001 Conference Dr",john.hoyt@raymondjames.com,,Salesforce
10891724,Inactive Investor,Praveen Rajasekhar,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",praveen.rajasekhar@ustrust.com,,Salesforce
11087274,Inactive Investor,Natalia Konstantinova,Director,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",natalia.konstantinova@prudential.com,,Salesforce
9595741,,Stephanie Roberts,,,stephanie.roberts@stewardpartners.com,,List import
11108286,Inactive Investor,Jeffrey Gelber,,B. Riley Wealth Management Beachwood OH 3201 Enterprise Pkwy,jgelber@brileywealth.com,,Salesforce
10954418,Inactive Investor,Colin Caldarera,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",ccaldarera@financialguide.com,,Salesforce
77376,,Michael Kauffelt,Co-CIO,"Bill Few Associates, Inc.",mkauffelt@billfewassociates.com,412-630-6000,Manual List Upload
11055940,Inactive Investor,Brett Slattery,Co-Chief Investment Officer;Director - Research;Portfolio Manager;Principal,Willis Investment Counsel Inc,bslattery@wicinvest.com,,Salesforce
11156084,Inactive Investor,Charlotte Burnett,Vice President,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,charlotte.burnett@jpmorgan.com,,Salesforce
11108711,Inactive Investor,Temmy Lizarzabal,,Citigroup Global Markets Inc.,temmy.lizarzabal@citi.com,,Salesforce
10659616,,Verone Hauptly,,,verone.a.hauptly@chase.com,,List Import
242963,,Jessica Wackes,Trader,Self,jessicaleetrades@gmail.com,,Manual List Upload
101391,,Yuichi Kato,Senior Credit Analyst,Sumitomo Mitsui DS Asset Management,yuichi_kato@smd-am.co.jp,,
10876122,Inactive Investor,Jacob Carty,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11175829,Inactive Investor,Ana Alegria,,NYLIFE Securities LLC Palo Alto CA 840 E Meadow Dr,aalegria@ft.newyorklife.com,,Salesforce
10867236,Inactive Investor,Bruce Williams,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,bruce.williams@primerica.com,,Salesforce
10986775,Inactive Investor,Jose Anaya,,"Empower Financial Services, Inc Woodinville WA Private Residence",jose.anaya@empower.com,,Salesforce
10465306,,ranu choudhary,,,reachoutranu@gmail.com,,Web Form Fillout
11222897,,Michael Bukata,,,michael.bukata@marinerwealthadvisors.com,,List Import
11181252,Inactive Investor,James Easterling,Executive Director;Family Wealth Director;Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,james.easterling@morganstanley.com,,Salesforce
9591507,,Kenneth Graci,,,kjgraci@gmail.com,,List import
11164925,Inactive Investor,Rob Hoover,,MWA Financial Services Inc. Pecatonica IL Private Residence,rob.d.hoover@mwarep.org,,Salesforce
11089767,Inactive Investor,Mark Salzinger,Chief Investment Officer;Partner;Portfolio Manager,"Salzinger Sheaff Brock, LLC",mark@salzingersheaffbrock.com,,Salesforce
11049805,Inactive Investor,Devon Aubin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,devon.aubin@fidelity.com,,Salesforce
10907237,Inactive Investor,Stuart Lake,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 145 W 200 N",stuart.lake@ml.com,,Salesforce
10983284,Inactive Investor,Nathaniel Gornitzky,,LPL Financial LLC Stuart FL 850 NW Federal Hwy,nathaniel.gornitzky@lpl.com,,Salesforce
11052605,Inactive Investor,Steven Jarvis,,State Farm VP Management Corp. Rochester NY 630 East Ave,steve.jarvis.l8ce@statefarm.com,,Salesforce
10776676,Inactive Investor,Charles McKinney,Managing Director,Morgan Stanley Dallas TX 2121 N Pearl St,charles.mckinney@morganstanley.com,,Salesforce
10611432,,Charles Bailey,"Financial Advisor, First Vice President",,sbailey@janney.com,,List Import
237687,, -,,[[Unknown]],ninurta.enterprises@gmail.com,,Paid Search
11160752,Inactive Investor,Michael Bauer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_bauer@vanguard.com,,Salesforce
10841759,Inactive Investor,Charles Hillis,Branch Manager;Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. Jenkintown PA 165 Township Line Rd,charles.hillis@opco.com,,Salesforce
10902881,Inactive Investor,John Kennedy,Financial Advisor,LPL Financial LLC Grangeville ID 217 E Main St,john.kennedy@lpl.com,,Salesforce
11209028,Inactive Investor,Michael Canahuati,,"Farmers Financial Solutions, LLC Bellaire TX 6802 Mapleridge St",mcanahuati@farmersagent.com,,Salesforce
10849701,Inactive Investor,Shervin Saedinia,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",shervin.saedinia@ml.com,,Salesforce
10777765,Inactive Investor,Craig Beden,Financial Professional,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",cjbeden@financialguide.com,,Salesforce
10890715,Inactive Investor,Mark Denali,Financial Advisor,Edward Jones Foothill Ranch CA 27042 Towne Centre Dr,mark.denali@edwardjones.com,,Salesforce
10862539,Inactive Investor,Michael Napolitano,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",michael.napolitano@aretewealth.com,,Salesforce
11067727,Inactive Investor,Theresa Hollander,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,theresa.hollander.cgsg@statefarm.com,,Salesforce
10715043,,Denise Kramer,,,denisekramer777@gmail.com,,Web Form Fillout
11112126,Inactive Investor,Christina Tikkanen,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",christina.x.angotta@ampf.com,,Salesforce
227531,, -,,[Unknown],miraannabernard@gmail.com,,
11043634,Inactive Investor,Kendra Gooden,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,,,Salesforce
11066586,Inactive Investor,Amber Bowman,,Sigma Financial Corporation,,,Salesforce
10857920,Inactive Investor,Craig Pittman,Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Dothan AL 1722 Whatley Dr",craig.pittman@wellsfargoadvisors.com,,Salesforce
11183763,Inactive Investor,Michael Falgout,,"Prospera Financial Services, Inc. Lafayette LA 1042 Camellia Blvd",michael.falgout@prosperafinancial.com,,Salesforce
9597940,,Carol White,,,carol@esofund.com,,List import
9593206,,Mary Hettig,,,mary@sara-bay.com,,List import
10647122,,David Brisnehan,,,david_brisnehan@usicg.com,,List Import
10985080,Inactive Investor,Jessica Lauwers,,J.P. Morgan Securities LLC Vail AZ 13500 E Mary Ann Cleveland Way,jessica.lauwers@jpmorgan.com,,Salesforce
10870947,Inactive Investor,Vladislav Romanov,Financial Advisor,LPL Financial LLC North Bethesda MD Private Residence,vmichael.romanov@lpl.com,,Salesforce
10821419,Inactive Investor,Ronald Smith,,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,,,Salesforce
10984246,Inactive Investor,Danielle Tonkin,,"Empower Financial Services, Inc Dubuque IA Private Residence",danielle.tonkin@empower.com,,Salesforce
9617454,,David Milligan,,,ryan@parkergale.com,,List import
164961,,Jasmine Ng,,[Unknown],jazzkcng@gmail.com,,Email
10876484,Inactive Investor,Andrew Niklaus,,"Raymond James Financial Services, Inc. Orlando FL 720 Rugby St",andrew.niklaus@raymondjames.com,,Salesforce
11008912,Inactive Investor,Nicole Sabol,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",nicole.sabol@nm.com,,Salesforce
11047568,Inactive Investor,Ronald Whited,Chief Compliance Officer;Managing Partner;Member;Wealth Advisor,WealthTrak Advisors,,,Salesforce
10613796,,Bruce Bortniker,Financial Advisor,,bruce.bortniker@wellsfargoadvisors.com,,List Import
11103957,Inactive Investor,Jonathan Hooker,,LPL Financial LLC Fort Wayne IN 7201 Mill Run Rd,jon.hooker@lpl.com,,Salesforce
10395440,,David Cobb,,,cobbdave77@gmail.com,,Web Form Fillout
129334,,James Lindner,"Managing Member, partner","Retirement Strategies, Ltd.",jlindner@retirement-strategies.com,614-799-8668,Manual List Upload
10820421,Inactive Investor,Amanda Gross,Financial Advisor,Edward Jones Maple Valley WA 22125 SE 237th St,amanda.gross@edwardjones.com,,Salesforce
10588190,,Thomas Frazey,,,thomas_frazey@oxy.com,,Web Form Fillout
11029048,Inactive Investor,Jay Daily,,"Calton & Associates, Inc.",jdaily@calton.com,,Salesforce
9621517,,Eve Tozana,,,tozanaeve2020@gmail.com,,List import
11010372,Inactive Investor,Stanley Rushford,,"Black Oak Securities, Inc. Pekin IL 340 Derby St",,,Salesforce
10951658,Inactive Investor,Ryan Noble,,Fidelity Brokerage Services LLC,,,Salesforce
10837742,Inactive Investor,Bonnie Gibbs,Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,bonnie.gibbs@ubs.com,,Salesforce
204101,,William Finnegan,Founder,WJFinnegan,wjfinnegan@gmail.com,,Content
10941033,Inactive Investor,Scotty Crouthamel,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
10570214,,Nils Neidhardt,,,nils.neidhardt@gmail.com,,Web Form Fillout
244477,,Will Powers,ETF Client Advisor,JP Morgan,will.powers@jpmorgan.com,16107178068,Manual List Upload
9553203,,Alec Giesting,,,agiesting@pciawealth.com,,List import
9546870,,Travel Dood,,,traveldood@hotmail.com,,List import
9544354,,Larry Masino,,,lmasino@annie-mac.com,,List import
11150195,Inactive Investor,James Laporte,First Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 2185 N California Blvd,james.laporte@ubs.com,,Salesforce
10897587,Inactive Investor,Jeffrey Karst,Financial Planner;Vice President,"Pathways Advisory Group, Inc.",jeff@pathwaysag.com,,Salesforce
10870103,Inactive Investor,Mark Callon,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naples FL 5295 Tamiami Trl N",mark.callon@schwab.com,,Salesforce
10614514,,Frank Ammirato,Financial Advisor,,fammirato@nationwideplanning.com,,List Import
10975401,Inactive Investor,Hans Benghauser,,PFS Investments Inc. Ludington MI 337 N Jebavy Dr,hans.benghauser@primerica.com,,Salesforce
10916307,Inactive Investor,Carole Cottingham,,Edward Jones Fort Mitchell KY 630 Buttermilk Pike,cindy.cottingham@edwardjones.com,,Salesforce
9558131,,Christopher Pepin,,,christopher.pepin@fidelity.com,,List import
11155855,Inactive Investor,Richard Bloom,,"MML Investors Services, LLC Champaign IL 2919 Crossing Ct",,,Salesforce
9623773,,Boaz Kam,,,boaz@rhodium.co.il,,List import
11009190,Inactive Investor,Geoffrey Ingram,,"Cambridge Investment Research, Inc. Des Moines IA 1056 26th St",,,Salesforce
9564035,,James Capitanello,,,jcapitanello@sagepointadvisor.com,,List import
11207460,Inactive Investor,Benjamin Wilson,Portfolio Manager;Principal,"Wilson & Boucher Capital Management, LLC Fairfax CA 85 Bolinas Rd",ben@wilsonboucher.com,,Salesforce
10647469,,Geoffrey Curry,,,geoffrey.curry@tiaa.org,,List Import
1307114,Inactive Investor,Dylan Rutherford Wenford,,Dylan Rutherford Wenford,renzerclifton@gmail.com, +12015812320,
64564,,Dan Trivers,Chief Operations Officer,"Transamerica Financial Advisors, Inc",dan.trivers@transamerica.com,770-453-9300,
10615696,,Gerald Bloodsaw,,,gerald.bloodsaw@chase.com,,List Import
11179567,Inactive Investor,Dawn Lacy,Portfolio Associate,Morgan Stanley Austin TX 301 Congress Ave,dawn.lacy@morganstanley.com,,Salesforce
10932458,Inactive Investor,Amanda Korth,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",amanda.korth@tfaconnect.com,,Salesforce
10758374,Inactive Investor,Adam Antoniades,,Cetera Advisors LLC San Diego CA 655 W Broadway,adam.antoniades@ceteraadvisors.com,,Salesforce
232190,, -,,[[Unknown]],filippotrabucchi@gmail.com,,Other
10819780,Inactive Investor,Deidra Glover,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",deidra.stokes@raymondjames.com,,Salesforce
11061752,Inactive Investor,Erold Merko,Senior Vice President,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",erold.merko@raymondjames.com,,Salesforce
11016490,Inactive Investor,Eric Rivers,,Cetera Advisor Networks LLC Irmo SC 201 Ministry Dr,,,Salesforce
11109861,Inactive Investor,Guy Pierre,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Lauderdale FL 500 E Broward Blvd",guy.pierre@schwab.com,,Salesforce
372022,,sophia brodsky,,United States,sophiabrodsky12345@gmail.com,,Salesforce
10812765,Inactive Investor,Elliott Marks,Director - Field Supervision,Edward Jones Daphne AL Private Residence,elliott.marks@edwardjones.com,,Salesforce
9591095,,Niaz Khan,,,niazakhan@hotmail.com,,List import
9579753,,R Hardy,,,rhardy@massmutual.com,,List import
10817203,Inactive Investor,Mark Geissinger,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",mark.a.geissinger@ampf.com,,Salesforce
11084470,Inactive Investor,Colby Perkins,Manager,"2Adapt Investment Advisory, LLC Mechanicsburg PA 2 Balfour Dr",,,Salesforce
10618888,,Matthew Magnesen,,,ryan.magnesen@morganstanley.com,,List Import
11004104,Inactive Investor,Chimi Njipwo,,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,cnjipwo@primerica.com,,Salesforce
11080424,Inactive Investor,Michael Hirsch,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,michaelhirsch@statefarm.com,,Salesforce
10761111,Inactive Investor,Dena Russell,Financial Advisor;Investment Advisor,LPL Financial LLC Delaware OH 3769 Columbus Pike,denal.russell@lpl.com,,Salesforce
11237878,Inactive Investor,Mikhael Turcan,,"Dunham & Associates Investment Counsel, Inc.",mikhael.turcan@dunham.com,,Salesforce
10853207,Inactive Investor,Kristine Bisanz,Communications Director;Managing Member;Partner,Bond & Devick Wealth Partners,,,Salesforce
10897631,Inactive Investor,Chynna Turner,Senior Team Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10855550,Inactive Investor,Troy Bolton,President;Regulatory Contact;Senior Wealth Advisor,Mercurio Wealth Advisors,troy@mercurioadvisors.com,,Salesforce
10789166,Inactive Investor,Todd Binder,Financial Advisor,"MML Investors Services, LLC Columbia MD 6721 Columbia Gateway Dr",tbinder@massmutual.com,,Salesforce
11027862,Inactive Investor,Jeffrey Butler,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10716939,,Robert Gordon,,,kengordon0101@gmail.com,,Web Form Fillout
10915089,Inactive Investor,Damon Ustin,Client Service Associate,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10778379,Inactive Investor,Joann Nemis,Financial Advisor;Vice President,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,jnemis@janney.com,,Salesforce
11030344,Inactive Investor,Natasha O Reilly,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",natasha.oreilly@nm.com,,Salesforce
10977523,Inactive Investor,Justin Pidcock,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10984545,Inactive Investor,Travis Simon,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,travissimon@statefarm.com,,Salesforce
11024948,Inactive Investor,Jonathan Walther,,"Wells Fargo Advisors Financial Network, LLC West Bend WI 120 N Main St",jonathan.walther@wfafinet.com,,Salesforce
11211949,Inactive Investor,Sarah Mueller,,LPL Financial LLC Itasca IL 500 Park Blvd,sarah.mueller@lpl.com,,Salesforce
10863934,Inactive Investor,Carla Wright,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,carla.wright@morganstanley.com,,Salesforce
11069887,Inactive Investor,JeanMarie Hart,Chief Compliance Officer;Founding Partner,"Genesee Capital Advisors, LLC",,,Salesforce
11140446,Inactive Investor,Andrew Brown,Financial Advisor;Financial Planner,Commonwealth Financial Network Grand Rapids MI 625 Kenmoor Ave SE,,,Salesforce
10618921,,Joseph Holohan,,,joe.holohan@rbc.com,,List Import
10767965,Inactive Investor,Janet Price,,"Stifel, Nicolaus & Company, Incorporated Columbus MS 327 Park Creek Dr",pricej@stifel.com,,Salesforce
10765234,Inactive Investor,Mark Guskey,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",mark.guskey@nm.com,,Salesforce
10958155,Inactive Investor,Lauren Cunningham,,Fidelity Brokerage Services LLC,,,Salesforce
11026552,Inactive Investor,Gary Hughes,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10897525,Inactive Investor,Crystal Knowlton,Financial Advisor,Morgan Stanley Hyannis MA 45 North St,crystal.knowlton@morganstanley.com,,Salesforce
10616733,,James Azzarello,,,james.azzarello@lpl.com,,List Import
9637012,,Ahmed Wahla,,,awahla@kohlberg.com,,List import
10765196,Inactive Investor,Beth Williams,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Denison IA 1109 Broadway",beth.williams@wellsfargo.com,,Salesforce
11006683,Inactive Investor,Chalyce Mcqueen,,"Farmers Financial Solutions, LLC Scottsdale AZ 9332 E Raintree Dr",,,Salesforce
50769,,Stephen Moseley,Senior Investment Advisor,Tealwood Asset Management,pmoseley@tealwood.com,612-767-6221,Manual List Upload
11143605,Inactive Investor,Tyson Ray,,"Raymond James Financial Services, Inc. Lake Geneva WI 431 Geneva National Ave S",tyson.ray@raymondjames.com,,Salesforce
11041788,Inactive Investor,Adam Lewis,,Deutsche Bank Securities Inc.,,,Salesforce
4457969,,Mehran Arbaby,,,meeerrran@gmail.com,,Web Form Fillout
10823938,Inactive Investor,Albert Donofrio,,"Empower Financial Services, Inc Staten Island NY Private Residence",albert.donofrio@empower.com,,Salesforce
10984795,Inactive Investor,Nora Wentzler,Managing Director - Investments,"Mill Creek Capital Advisors, LLC",,,Salesforce
9596243,,Shen Ow,,,terryow@gmail.com,,List import
11108803,Inactive Investor,Peter Aldworth,Investment Operations Manager,HighPoint Planning Partners,peter.aldworth@hiptpartners.com,,Salesforce
10889602,Inactive Investor,Bethany Altis,Financial Advisor,Edward Jones Ballwin MO 485 Wildwood Pkwy,bethany.altis@edwardjones.com,,Salesforce
11126924,Inactive Investor,Ariana Chunn,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9630577,,Crypto Focus,,,cryptofocussed@gmail.com,,List import
11085561,Inactive Investor,Devin Ellis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",devin.r.ellis@ml.com,,Salesforce
11204086,Inactive Investor,Randy Albertson,Chief Compliance Officer;President,"CP Advisors, Inc.",randy@albertsonjones.com,,Salesforce
10771569,Inactive Investor,Mark Jongeward,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",mark.a.jongeward@ampf.com,,Salesforce
10938131,Inactive Investor,David Lewinter,Chief Compliance Officer;Managing Member;President,"Lewinter Wealth Advisors, LLC",,,Salesforce
11108922,Inactive Investor,Brian Hegstad,Financial Advisor,SCS,brian.hegstad@northwestscs.com,,Salesforce
241054,,Edgar Guerra,Head of Index Investable Product Sales,"Morningstar, Inc.",edgar.guerra@morningstar.com,,Event
10852509,Inactive Investor,Jessica Mcelroy,,NYLIFE Securities LLC Albuquerque NM 9400 Holly Ave NE,jlbohanmcelr@ft.newyorklife.com,,Salesforce
9563785,,Amy Flourry,,,amy.flourry@rehmann.com,,List import
11213045,Inactive Investor,Diana Rittenberg,,Fidelity Brokerage Services LLC,diana.valsky@fidelity.com,,Salesforce
11230481,Inactive Investor,Frank Opelka,,Paulson Investment Company LLC New York NY 40 Wall St,,,Salesforce
10109144,,Sondre Hopland,,,ghowell00@yahoo.com,,Web form fillout
10828387,Inactive Investor,Michael Wincek,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Omaha NE 15858 W Dodge Rd",mike.wincek@ampf.com,,Salesforce
9556087,,Jon Zindel,,,jzindel@williamblair.com,,List Import
11238715,Inactive Investor,Ty Williams,,Curry Webb Wealth Management LLC,twilliams@webbcapitalmgmt.com,,Salesforce
10798455,Inactive Investor,Joseph Barbuto,,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",joseph.s.barbuto@wellsfargo.com,,Salesforce
10875352,Inactive Investor,Philip West,Financial Advisor,Edward Jones Tulsa OK 5231 S Sheridan Rd,philip.west@edwardjones.com,,Salesforce
10849517,Inactive Investor,Matthew Rosner,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,matthew.rosner@ceterainvestors.com,,Salesforce
10863911,Inactive Investor,Eric Lanshe,Chief Investment Officer,CMS Wealth Management,elanshe@cms-advisors.com,,Salesforce
9580496,,Rolf Haag,,,rolfjhaag@gmail.com,,List import
10799806,Inactive Investor,Carlos Mosqueda,,PFS Investments Inc. Rancho Cucamonga CA 10601 Civic Center Dr,carlos.mosqueda@primerica.com,,Salesforce
11168224,Inactive Investor,Brantley Geraghty,Client Associate;Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,brantley.geraghty@ubs.com,,Salesforce
11101769,Inactive Investor,Rene Crespo,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",rene.crespo@wellsfargo.com,,Salesforce
10987798,Inactive Investor,Dominic Carter,,LPL Financial LLC Holmdel NJ 101 Crawfords Corner Rd,,,Salesforce
167430,,Srinivas Godavarthi,,[Unknown],sri.saks89@gmail.com,,Paid Social
11205163,Inactive Investor,Amanda Mobley,,State Farm VP Management Corp. Newark OH 23 Forry St,amanda.mobley.f86i@statefarm.com,,Salesforce
11101582,Inactive Investor,Ruth Ladas,,"Blackridge Asset Management, LLC Fort Myers FL 4135 Dr Martin Luther King Blvd",,,Salesforce
11222761,,John Day,,,jday@merceradvisors.com,,List Import
10907882,Inactive Investor,Eric Roberts,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",eric.roberts@tiaa-cref.org,,Salesforce
10762745,Inactive Investor,Shawn McMahon,Chartered Financial Consultant;Family Wealth Advisor;Financial Advisor;Portfolio Manager;Retirement Plan Specialist;Senior Vice,Morgan Stanley Roanoke VA 10 S Jefferson St,shawn.mcmahon@morganstanley.com,,Salesforce
10945791,Inactive Investor,Joshua Simpson,Vice President,Morgan Stanley,,,Salesforce
9547068,,Joshua Wang,,,joshua.wanghe@gmail.com,,List import
10955284,Inactive Investor,Anderson Sellers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10753065,Inactive Investor,Cynthia Huber,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",cyndi.huber@nm.com,,Salesforce
10775050,Inactive Investor,Erin Dicarlo,,Morgan Stanley San Francisco CA 555 California St,erin.kamemoto@morganstanley.com,,Salesforce
11223918,,[Unknown],,,michele_mec@outlook.com,,List Import
10944323,Inactive Investor,Michelle Allen,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,michelle.allen@primerica.com,,Salesforce
11147842,Inactive Investor,Michael Bigger,,"Robinhood Financial, LLC",,,Salesforce
10824462,Inactive Investor,Jeffrey McKeown,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Coos Bay OR 276 W Commercial Ave,jeffrey.mckeown@morganstanley.com,,Salesforce
11115242,Inactive Investor,Marvis Simpson,,State Farm VP Management Corp. Douglasville GA 7447 Douglas Blvd,marvissimpson@statefarm.com,,Salesforce
9585193,,hwang jeung-gue hwang,,,proe2003@naver.com,,List import
11006095,Inactive Investor,Dayanara Jimenez,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,djimenez@primerica.com,,Salesforce
10965577,Inactive Investor,Megan Wood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kent WA 311 4th Ave N",megan.wood@ml.com,,Salesforce
226328,, -,,[[Unknown]],dw@ulmarracapital.com,,Initial Salesforce Import
10818741,Inactive Investor,Paul D'Amico,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
9633513,,akdang kim,,,akdang84@naver.com,,List import
11146066,Inactive Investor,James Lumpkin,Chief Financial Officer;Chief Marketing Officer;Regulatory Contact,"Tar River Wealth Planning, LLC",,,Salesforce
9587863,,Emilio Catturani,,,emilcatt@gmail.com,,List import
11065396,Inactive Investor,Paul Cheng,,"Transamerica Financial Advisors, Inc Elmhurst NY 9002 Queens Blvd",paul.cheng@tfaconnect.com,,Salesforce
11085079,Inactive Investor,Patricia Johnson,Chief Compliance Officer,Lakeshore Financial Planning Inc.,,,Salesforce
10938162,Inactive Investor,Allan Barasch,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Long Beach NY 152 E Park Ave",allan.barasch@wellsfargoadvisors.com,,Salesforce
11222949,,Margaret Snead,,,margaret.snead@carystreetpartners.com,,List Import
10754209,Inactive Investor,Ashley Lacamp Moore,Financial Advisor;Financial Planning Specialist;Workplace Advisor,Morgan Stanley Fort Worth TX 201 Main St,,,Salesforce
10613317,,Jeyran Ghara,"Financial Advisor, Senior Vice President - Wealth Management",,jeyran.ghara@ubs.com,,List Import
10661417,,Edward Mulcahy,,,ed@mpsloria.com,,List Import
9607242,,Agnieszka Kordek,,,ai@42ventures.io,,List import
11065688,Inactive Investor,Roberto Barbanente,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,roberto.barbanente@morganstanley.com,,Salesforce
10932167,Inactive Investor,Raluca Alexander,Chief Compliance Officer;Co-Founder;Managing Partner,Unio Capital LLC New York NY 505 Park Ave,raluca.alexander@uniocapital.com,,Salesforce
11089414,Inactive Investor,Michele Higginbotham,Financial Advisor,Edward Jones Jourdanton TX 1306 Brown Ave,michele.higginbotham@edwardjones.com,,Salesforce
11117797,Inactive Investor,Sean Christian,,Key Investment Services LLC Chatham NY 16 Coleman St,sean.christian@key.com,,Salesforce
10656244,,William O'Malley,,,omalleyw@ceteranetworks.com,,List Import
10940140,Inactive Investor,Deborah Butler,,"Wells Fargo Advisors Financial Network, LLC Hot Springs National Park AR 835 Central Ave",,,Salesforce
11039743,Inactive Investor,Amanda Evans,Client Specialist,Robert W. Baird & Co. Incorporated Sarasota FL 2 N Tamiami Trl,aevans@rwbaird.com,,Salesforce
10933918,Inactive Investor,Paul Milazzo,,State Farm VP Management Corp. Clinton MS 402 Monroe St,paul.milazzo.elyl@statefarm.com,,Salesforce
10835121,Inactive Investor,Michael Moody,Portfolio Manager,"Western International Securities, Inc. Calabasas CA 23501 Park Sorrento",mike.moody@wisdirect.com,,Salesforce
11053361,Inactive Investor,Eric Imley,Financial Advisor,Protection Point Advisors Culver City CA 400 Corporate Pointe,eric@protectionpointadvisors.com,,Salesforce
237534,, -,,[[Unknown]],bradis.ortiz@gmail.com,,Paid Search
9547431,,Danielle Plumb,,,danielle.plumb@fidelity.com,,List import
9593251,,Alex Cano,,,alexcano87@hotmail.com,,List import
11066065,Inactive Investor,Robert Schultz,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",robert.schultz@rbc.com,,Salesforce
11163345,Inactive Investor,Heather Willson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,heather_willson@vanguard.com,,Salesforce
10795653,Inactive Investor,Jeffrey Goldman,Chief Compliance Officer;Founder;Managing Member;President,Life Planning Advisors LLC,jeffrey@sierrawg.com,,Salesforce
10881292,Inactive Investor,Matthew Furlong,Investment Advisor;Managing Member;Portfolio Manager;Principal,"Furlong Investment Solutions, LLC",matt@furlonginvestments.com,,Salesforce
10985413,Inactive Investor,David Medina,Retirement Education Manager,"OneAmerica Securities, Inc. Concord CA 1320 Willow Pass Rd",david.medina@oneamerica.com,,Salesforce
9581609,,Gail Steiner,,,gsteiner@standgen.com,,List import
9616695,,Emmanuel Levi,,,e94@protonmail.com,,List import
10828232,Inactive Investor,Barry Numerick,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Monroeville PA 1 Monroeville Ctr,barry.numerick@morganstanley.com,,Salesforce
9633474,,Scott Cooney,,,scottcooneytrains@gmail.com,,List import
11196430,Inactive Investor,Yekaterina Tumayeva,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,yekaterina.tumayeva@jpmorgan.com,,Salesforce
11179219,Inactive Investor,Bret Steffenauer,,Cetera Financial Specialists LLC Columbia IL 260 Southwoods Ctr,bret.steffenauer@ceterafs.com,,Salesforce
9595826,,Paul Brahim,,,pbrahim@wealthenhancement.com,,List import
10969083,Inactive Investor,Samantha Davis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,samantha_davis@vanguard.com,,Salesforce
11079645,Inactive Investor,Umberto Leone,Financial Advisor,Edward Jones Concord CA 2485 Salvio St,umberto.leone@edwardjones.com,,Salesforce
11037369,Inactive Investor,Lyn Adams,,Cetera Advisor Networks LLC Raleigh NC 4141 Parklake Ave,adamsl@ceteranetworks.com,,Salesforce
9624010,,Felipe Martin,,,felipe_martin@yahoo.com,,List import
9607344,,Brian Fenlin,,,brian.fenlin@opco.com,,List import
11097163,Inactive Investor,Bryan Rathman,,Newbridge Securities Corporation New York NY 211 E 43rd St,brathman@newbridgesecurities.com,,Salesforce
11212769,Inactive Investor,Jesse Bucio,,J.P. Morgan Securities LLC Garden Grove CA 11922 Brookhurst St,jesse.bucio@jpmorgan.com,,Salesforce
10781715,Inactive Investor,Lynne Jennings,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,lynne.jennings@fidelity.com,,Salesforce
10791976,Inactive Investor,Dwight Winkelman,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Skaneateles NY 21 Fennell St",dwight.w.winkelman@ampf.com,,Salesforce
9631308,,Ty Johnson,,,tyjay83@gmail.com,,List import
10882160,Inactive Investor,Ike Kutter,,"Osaic Wealth, Inc. Englewood CO 88 Inverness Cir E",,,Salesforce
10970889,Inactive Investor,Konnor Anawaty,Client Advisor Assistant,Arvest Wealth Management Fort Smith AR 5000 Rogers Ave,kanawaty@arvest.com,,Salesforce
10927572,Inactive Investor,Chad Esslinger,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",chad.esslinger@nm.com,,Salesforce
10897327,Inactive Investor,Jose Bernal,,"Allstate Financial Services, LLC Hyattsville MD 3601 Hamilton St",josebernal@allstate.com,,Salesforce
11006595,Inactive Investor,Kari Foust,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",kari_foust@navyfederal.org,,Salesforce
10959493,Inactive Investor,Sarah Castlen,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
9601140,,Cerebro Wang,,,cw@x.ly,,List import
11262054,Inactive Investor,Joseph Durham Jr,"COO, General Counsel",GEM Liquid Markets Fund A LP,,8644356947,Salesforce
10782156,Inactive Investor,Steven Alexander,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Sugar Land TX 2150 Town Square Pl",steve.alexander@rbc.com,,Salesforce
11079254,Inactive Investor,Michael Stein,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",,,Salesforce
10936838,Inactive Investor,Ray Beardsley,,"Crews & Associates, Inc.",rbeardsley@crewsfs.com,,Salesforce
10911224,Inactive Investor,Anthony Robinson,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,arobinson.rhkl8@primerica.com,,Salesforce
92744,,Lubna Safi,,Pakistan,lubnawakhan@gmail.com,,
11200158,Inactive Investor,Kiril Kustief,Financial Advisor,Edward Jones Mauston WI 305 E State St,kiril.kustief@edwardjones.com,,Salesforce
11168865,Inactive Investor,Mary Swanson,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
10817227,Inactive Investor,Brian Thorbrogger,Financial Advisor,Morgan Stanley San Mateo CA 411 Borel Ave,brian.thorbrogger@morganstanley.com,,Salesforce
10884278,Inactive Investor,Arthur Ebersole,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Ebersole Financial LLC,jamie@ebersolefinancial.com,,Salesforce
9547634,,Dieter Jones,,,darealsheep@gmail.com,,List import
9646755,,David Ellis,,,jonah96@hotmail.com,,List import
11032406,Inactive Investor,Louis Panigrosso,,"American Portfolios Financial Services, Inc. Binghamton NY 130 Riverside Dr",lpanigrosso@americanportfolios.com,,Salesforce
10787481,Inactive Investor,Saul Rosen,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",srosen@fmsbonds.com,,Salesforce
10794217,Inactive Investor,Cathy Schreier,Financial Advisor,LPL Financial LLC Bellevue WA 8 Columbia KY,cathy.schreier@lpl.com,,Salesforce
10644338,,Patrick Tuttle,,,patrick.s.tuttle@jpmorgan.com,,List Import
348782,,Tyler Lindblad,Vice President And Chief Investment Officer,Antares Capital Advisers Llc,tyler.lindblad@antares.com,312-889-9920,Manual List Upload
11041695,Inactive Investor,Gretchen Buehner,Senior Client Service Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,gretchen.buehner@ubs.com,,Salesforce
10932581,Inactive Investor,Michael Hetrick,Compliance Auditor,MWA Financial Services Inc.,michael.j.hetrick@mwarep.org,,Salesforce
10978526,Inactive Investor,Alexandria Wittig,,Cetera Advisor Networks LLC Bridgeville PA 1195 Washington Pike,,,Salesforce
9642426,,Michael Neiberg,,,michaelneiberg@gmail.com,,List import
3,,,,,dpidou@orange.fr,,
11063165,Inactive Investor,Sharon Cooper,Managing Director,"D'Annunzio Consulting Group, LLC",scooper@dannunzioconsulting.com,,Salesforce
9548356,,Vijay Kumar,,,vijay.kandagatla84@gmail.com,,List import
11084112,Inactive Investor,Ely Thayer,Financial Advisor,Edward Jones Keene NH 108 Main St,ely.thayer@edwardjones.com,,Salesforce
10820640,Inactive Investor,David Taylor,President,Cambridge Trustee Advisors Inc Sterling MA 141 Kendall Hill Rd,,,Salesforce
10921155,Inactive Investor,Marsha Daufeldt,,"FBL Marketing Services, LLC Muscatine IA 1501 Plaza Pl",marsha.daufeldt@fblfinancial.com,,Salesforce
11004211,Inactive Investor,Jess Newman,Financial Advisor,LPL Financial LLC Dallas TX 200 Crescent Ct,jess.newman@lpl.com,,Salesforce
10799931,Inactive Investor,Tony Wallace,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tony_wallace@vanguard.com,,Salesforce
11037368,Inactive Investor,Jeffrey Fleischman,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,fleischmanj@ceteranetworks.com,,Salesforce
9625566,,VIJAYKUMAR LAD,,,vdlad15@gmail.com,,List import
10973497,Inactive Investor,Zhenxing Lao,Wealth Advisor,Citigroup Global Markets Inc. Irvine CA 5511 Alton Pkwy,,,Salesforce
11176496,Inactive Investor,Nathan Odegard,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3800 American Blvd W",,,Salesforce
9570967,,Kristen Masino,,,kmasino@falconedgecap.com,,List import
10821341,Inactive Investor,Edward Drummond,,"MML Investors Services, LLC Shawnee KS 11822 W 57th Ter",edrummond@massmutual.com,,Salesforce
10874345,Inactive Investor,Marin Felz,Financial Advisor,Edward Jones Missoula MT 237 SW Higgins Ave,marin.felz@edwardjones.com,,Salesforce
11074262,Inactive Investor,Paul McIntyre,Chief Compliance Officer;Chief Executive Officer;Founder,NAMCOA,pmcintyre@namcoa.com,,Salesforce
10916917,Inactive Investor,Michael Castaneda,,"The Leaders Group, Inc. Boca Raton FL 225 NE Mizner Blvd",,,Salesforce
11198356,Inactive Investor,Brad English,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,brad.english@primerica.com,,Salesforce
11167202,Inactive Investor,Manuel Loureiro,Financial Advisor;Portfolio Manager,Morgan Stanley Providence RI 1 Financial Plz,manny.loureiro.iii@morganstanley.com,,Salesforce
10934268,Inactive Investor,Kelsey Gray,,WLFB Inc,,,Salesforce
10975714,Inactive Investor,Jonathan Gulman,Wealth Advisor,Corient New York NY 101 Park Ave,jonathan.gulman@corient.com,,Salesforce
10761524,Inactive Investor,Adrian Force,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",adrian_force@ml.com,,Salesforce
10981815,Inactive Investor,Kristina Markiewicz,,MWA Financial Services Inc. Cincinnati OH 12500 Reed Hartman Hwy,kristina.markiewicz@modern-woodmen.org,,Salesforce
10774289,Inactive Investor,John Crosland,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7077 Northland Cir N",john.e.crosland@ampf.com,,Salesforce
9613695,,Santiago Locamuz,,,santiagolocamuz@gmail.com,,List import
9630007,,Sharad Pitroda,,,sharad.pitroda@gmail.com,,List import
9549573,,Yichao Pei,,,pei@ellington.com,,List import
168720,,killua zaoldyck,,[Unknown],kzhunter777@gmail.com,,Organic Search
11138676,Inactive Investor,Ryan Connelly,Financial Professional,LPL Financial LLC Gurnee IL 1800 Nations Dr,ryan.connelly@lpl.com,,Salesforce
9625215,,Robert Edwards,,,accupressuredist@aol.com,,List import
11172580,Inactive Investor,Brandie Morrissey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
233945,, -,,[[Unknown]],dgtlp@dgtlp.com,,
11154451,Inactive Investor,Yi Min,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,,,Salesforce
9627496,,Steven Clott,,,steve@steveclott.com,,List import
11155601,Inactive Investor,Gracio Garcia,Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,gracio_garcia@glic.com,,Salesforce
11023309,Inactive Investor,John Yackel,Executive Vice President,Janney Montgomery Scott LLC,jyackel@janney.com,,Salesforce
9541236,,Steve Hogan,,,steve.hogan@usprecovery.com,,List import
11195105,Inactive Investor,Kylie Strum,Financial Advisor;Senior Financial Associate;Senior Portfolio Manager,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",kylie.strum@rbc.com,,Salesforce
352566,,Larry Opert,,"Integrity Investment Advisors, Llc",larry@integritypartnersinc.com,217-722-160,Manual List Upload
10771815,Inactive Investor,Jeffrey Tucker,Director - Business Development,Morgan Stanley New York NY 55 E 52nd St,jeff.tucker@morganstanley.com,,Salesforce
1004722,Inactive Investor,Robert Blais,CEO,"Pando Capital, LLC",bob@pandonorthwest.com, +1 206 790 6969,
10890848,Inactive Investor,James Hulsey,Financial Advisor,Edward Jones Raleigh NC 3700 Glenwood Ave,nicholas.hulsey@edwardjones.com,,Salesforce
11025769,Inactive Investor,Vicki Knight,,PFS Investments Inc. Meridian ID 1530 W State St,vicki.knight@primerica.com,,Salesforce
10871670,Inactive Investor,Saundra Ivy,Financial Advisor,LPL Financial LLC Portage MI 7225 S Westnedge Ave,s.ivy@lpl.com,,Salesforce
10644525,,Lon Grubb,,,lgrubb@peakstone.com,,List Import
9584515,,DONG UK MOON,,,ansehddnr106@gmail.com,,List import
10843514,Inactive Investor,Deron Hickman,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 260 Josephine St",deron.hickman@ampf.com,,Salesforce
10865569,Inactive Investor,John Garrity,Chief Compliance Officer;Chief Investment Officer;Founding Partner;Managing Member;Managing Principal;Wealth Manager,Peak Wealth Management LLC,john@peakwealthnh.com,,Salesforce
10989894,Inactive Investor,Juan Gonzalez,,"Bankers Life Securities, Inc. San Antonio TX 9830 Colonnade Blvd",juan.gonzalez@bankerslife.com,,Salesforce
11169336,Inactive Investor,Jacob Buchbinder,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
9597656,,Chris Goff,,,chris.goff@trustcore.com,,List import
10986557,Inactive Investor,Megan Bonikowske,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",,,Salesforce
11112625,Inactive Investor,Nelida Flynn,Regional Vice President,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,nelida.flynn@primerica.com,,Salesforce
11005777,Inactive Investor,Thinh Le,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",,,Salesforce
10863592,Inactive Investor,Clarissa Yano Fernandes,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
124026,,Michael Rankin,Private Wealth Advisor,Integrated Wealth Concepts Llc,michael.rankin@lpl.com,561-379-2682,
33192,,Willie Botes,,South Africa,boteswillie@yahoo.com,,source
248209,,Yuri Czmola,Owner,Stoked On Ice LLC,yuri.czmola@gmail.com,,Manual List Upload
11002213,Inactive Investor,Teresa Abramson,,"Bankers Life Securities, Inc. Orange City FL 2751 Enterprise Rd",teresa.abramson@bankerslife.com,,Salesforce
9608945,,Steven Goulden,,,steven.goulden@gmail.com,,List import
9941080,,NGUYEN PHAN QUANG,,,duyquang06@gmail.com,,Web form fillout
217405,,leonardo pedretti,,[[Unknown]],lm.pedretti@gmail.com,,Database Upload
9621350,,Michael Dodge,,,michael.dodge@rbgadvisors.com,,List import
10798476,Inactive Investor,Stephen Williams,Owner,"LifeCourse Capital, Inc.",stephen@lccapital.net,,Salesforce
9550512,,Mark -,,,mds@ei0.io,,List import
10916334,Inactive Investor,Aliza Miller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9646387,,BAEK JINSUN,,,cowokr@naver.com,,List import
11174544,Inactive Investor,Sarah Becker,,"FBL Marketing Services, LLC Lexington NE 411 E Pacific St",sarah.becker@fblfinancial.com,,Salesforce
9549086,,Avery Katz,,,akatz@taconiccap.com,,List import
10986163,Inactive Investor,Joseph Chambers,,State Farm VP Management Corp. Pelham AL 306 Canyon Park Dr,,,Salesforce
11142541,Inactive Investor,Kristen Espenak,Chief Risk Officer;Managing Director,"RBC Capital Markets, LLC",,,Salesforce
9542199,,R G,,,gomezj9r@protonmail.com,,List import
242337,,Georgia Mantalara,Compliance Officer,[Unknown],georgia.mantalara@efgbank.com,3.06948E+11,Database Upload
239869,,Travis Hamilton,Director,Exponential Age Australasia,travis@expaam.com,,Event
11091096,Inactive Investor,Christopher Stewart,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11020601,Inactive Investor,Jordan Delgado,,"CUSO Financial Services, L.P. Vancouver WA 200 SE Park Plaza Dr",,,Salesforce
11130274,Inactive Investor,Andrew Andreotta,,Park Avenue Securities LLC Hendersonville TN 109 Hazel Path,,,Salesforce
10953684,Inactive Investor,Christopher Martinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11140771,Inactive Investor,Margaret McLarty,Financial Advisor,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",margaret.p.mclarty@wellsfargoadvisors.com,,Salesforce
10505878,,Stephen McKinney,Automation,JLL,slmkas19631970j@gmail.com,845-464-5692,List import
10860229,Inactive Investor,Zachary Hyden,Chief Compliance Officer;General Counsel,"Sutterfield Financial Group, Inc.",zach@sutterfieldfinancial.com,,Salesforce
9621883,,Andy Lee,,,andymlee@gmail.com,,List import
11151186,Inactive Investor,Maria Bedoya,,PFS Investments Inc. Hialeah FL 2300 W 84th St,mbedoya@primerica.com,,Salesforce
9553536,,Wes Hansen,,,wes@ar.ca,,List import
11116692,Inactive Investor,Patricia Smalls,,Cetera Financial Specialists LLC New York NY 494 8th Ave,patricia.smalls@ceterafs.com,,Salesforce
10755856,Inactive Investor,Cary Hanosek,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",cary_hanosek@ml.com,,Salesforce
11037440,Inactive Investor,Michael Turner,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10977784,Inactive Investor,Mason Limm,,LPL Financial LLC San Clemente CA 943 Avenida Pico,mason.limm@lpl.com,,Salesforce
10986552,Inactive Investor,Liliana Soto-Cabrera,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,lsotocabrera@primerica.com,,Salesforce
9576326,,Sandra Larson,,,sandy@boylegroup.com,,List import
11179832,Inactive Investor,Robert Stein,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,robert.stein@fidelity.com,,Salesforce
10555212,,Haythem Heni,,,heni.haythem@hotmail.fr,,Web Form Fillout
11154801,Inactive Investor,Gregory Greenhouse,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
11175923,Inactive Investor,Austin Griffie,Financial Advisor,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",austin.griffie@raymondjames.com,,Salesforce
11204755,Inactive Investor,David Gasper,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,david.gasper@ubs.com,,Salesforce
10486932,,Peter Ruth,,Commonwealth Financial Network,pruth@commonwealth.com,,List Import
370857,,Brad Mendelson,,United States,blmendelson@gmail.com,,Salesforce
11029157,Inactive Investor,Eric Willskytt,Chief Investment Officer,The Zillennial Advisors,,,Salesforce
9630113,,Derek Walker,,,korukent39@gmail.com,,List import
11209395,Inactive Investor,Paul Dayment,Financial Advisor,Edward Jones Columbus IN 3633 25th St,paul.dayment@edwardjones.com,,Salesforce
11000431,Inactive Investor,Shashe Pigram,,PFS Investments Inc. Carson CA 1145 E Dominguez St,shashe.pigram@primerica.com,,Salesforce
9562137,,John Scheidler,,,jscheidler@financialguide.com,,List import
10872180,Inactive Investor,Hannah Sparkman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11106878,Inactive Investor,Krista Schuh,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,krista.schuh@fidelity.com,,Salesforce
7291254,,RW Blair,,,rwbbass@hotmail.com,,Web Form Fillout
11173000,Inactive Investor,Linda Premo,,GWN Securities Inc. Seaford DE 310 High St,lwpremo@gwnsecurities.com,,Salesforce
11213241,Inactive Investor,Derek Pinedo,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,derek.pinedo@fmr.com,,Salesforce
10811569,Inactive Investor,Stephen Engelson,,"Truist Investment Services, Inc. Raleigh NC 8501 Brier Creek Pkwy",stephen.engelson@truist.com,,Salesforce
9579770,,Hallie Damon,,,hdamon@stilwellgroup.com,,List import
11195842,Inactive Investor,Kyle Moon,,"Osaic Wealth, Inc. Boise ID 1882 W Frederic Ln",,,Salesforce
10931923,Inactive Investor,Weldon Doe,,"The Leaders Group, Inc. Jackson MS 1700 Lelia Dr",weldon@leadersgroup.net,,Salesforce
9552687,,Jevgenija Sepeliova,,,sepeliova@hotmail.com,,List import
10825610,Inactive Investor,Brian Tevenan,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",brian.tevenan@ml.com,,Salesforce
11236676,Inactive Investor,Christopher Perkins,Wealth Advisor,"Biltmore Family Office, LLC",cperkins@biltmorefamilyoffice.com,,Salesforce
11024918,Inactive Investor,Allen Kochan,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",allen.kochan@equitable.com,,Salesforce
11185437,Inactive Investor,Edward Enriquez,,"Wells Fargo Clearing Services, LLC",,,Salesforce
2823765,,Ali Haider,,,alifort860@gmail.com,,
10940531,Inactive Investor,Courtney Broxterman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11119388,Inactive Investor,Michael Russell,,PFS Investments Inc. Southern Pines NC 1158 Old US Hwy 1 S,michael.russell@primerica.com,,Salesforce
339282,,Paul Blinn,Managing Member,"Applied Finance Advisors, Llc",pblinn@tdor.com,210-204-7479,Manual List Upload
11260667,Inactive Investor,Saavan Myneni,,Evercore Group L.L.C.,,,Salesforce
11234777,Inactive Investor,Paul Nelson,Investment Advisor Representative,"Advisers Investment Management, Inc. Colorado Springs CO 116 S 8th St",,,Salesforce
9573436,,Janice Zhang,,,jzhang@thirdpoint.com,,List import
340461,,Nellie Kanichuk,,Pwr Financial Services,nkanichuk@rhodescpa.com,253-214-2122,Manual List Upload
10981554,Inactive Investor,Joshua Garland,Financial Advisor,Apriem Advisors,josh@apriem.com,,Salesforce
10837144,Inactive Investor,Matthew Odom,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,matthew.odom@ubs.com,,Salesforce
10990863,Inactive Investor,Alycemay Quastad,,LPL Financial LLC Marshalltown IA 25 S Center St,alyce.m.quastad@lpl.com,,Salesforce
9561606,,Melissa Frederick,,,melissa.frederick@fidelity.com,,List import
9592116,,Alan Kabinoff,,,akabinoff@comcast.net,,List import
10769259,Inactive Investor,Michael Tarpy,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael.tarpy@ml.com,,Salesforce
10644538,,John Zavakos,,,yanni.zavakos@countryfinancial.com,,List Import
184525,,Taechan Yang,,"MML Investors Services, LLC",taechanyang@financialguide.com,630-441-1000,
10949492,Inactive Investor,Geneva Bowden,Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 10405 6th Ave N",geneva.bowden@ampf.com,,Salesforce
9564694,,Gregory Murphy,,,gmurphy@zacks.com,,List import
10979916,Inactive Investor,Andrew Lerner,,"Allstate Financial Services, LLC Greenvale NY 66 Glen Cove Rd",andrewlerner@allstate.com,,Salesforce
11161250,Inactive Investor,Jeffrey Millikin,Financial Advisor;Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,jeffrey.millikin@ms.com,,Salesforce
10838535,Inactive Investor,Jayson Horne,,NYLIFE Securities LLC Ada OK 331 S Rennie St,jmhorne@ft.newyorklife.com,,Salesforce
11102386,Inactive Investor,Richard Townsend,,"BFC Planning, Inc. Cordova TN 985 Cordova Station Ave",,,Salesforce
10949456,Inactive Investor,Audra Perkins,Practice Support Associate,Thrivent Investment Management Inc. Wichita Falls TX Private Residence,audra.perkins@thrivent.com,,Salesforce
341711,,Wuyinc -,,Wuyinc [[Unknown]],13168263867@163.com,,
11102238,Inactive Investor,Gary Nelson,,Cetera Advisor Networks LLC Ishpeming MI 743 Palms Ave,,,Salesforce
11073703,Inactive Investor,Jason Steichen,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,jason.steichen@morganstanley.com,,Salesforce
9622973,,Volquart Gloe,,,v.gloe@online.de,,List import
11191054,Inactive Investor,Tara Winston,,"Osaic Wealth, Inc. Newport RI 130 Bellevue Ave",,,Salesforce
9566723,,Carolina Naranjo,,,naranjobrokerage@gmail.com,,List import
9609292,,Joao Manuel,,,joaomanuel@ua.pt,,List import
11139717,Inactive Investor,Thomas Clasby,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",thomas.clasby@nm.com,,Salesforce
10772228,Inactive Investor,Howard Grace,Family Wealth Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,howard.grace@morganstanley.com,,Salesforce
11207773,Inactive Investor,Alex London,Associate Vice President;Wealth Management Associate,Morgan Stanley Los Angeles CA 444 S Flower St,alex.london@morganstanley.com,,Salesforce
372484,,Maya Sari,,Indonesia,mayasetiasari07@gmail.com,,Salesforce
10863313,Inactive Investor,Hai-San Chang,Wealth Advisor,Thrivent Investment Management Inc. West Hartford CT 71 Raymond Rd,sam.chang@thrivent.com,,Salesforce
11184612,Inactive Investor,Janet Stoecklein,,Cetera Investment Services LLC Hutchinson KS 700 E 30th Ave,janet.stoecklein@ceterais.com,,Salesforce
11118136,Inactive Investor,Robert Waxman,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",robert.l.waxman@ampf.com,,Salesforce
11223130,,Melody Juge,,,mjuge@brokersifs.com,,List Import
10765732,Inactive Investor,Stephen Hopkins,Investment Executive,"Fifth Third Securities, Inc. Evansville IN 20 NW 3rd St",scott.hopkins@53.com,,Salesforce
11125320,Inactive Investor,Erns Snyder,,"Allstate Financial Services, LLC Opelousas LA 1717 S Union St",ernssnyder@allstate.com,,Salesforce
352634,,Lucas Cutler,Managing Director,Steadfast Capital Management Lp,lcutler@brazospartners.com,212-415-4600,Manual List Upload
10989706,Inactive Investor,Chrismeiry Perez Serrano,,J.P. Morgan Securities LLC Montclair NJ 19 N Fullerton Ave,chrismeiry.perez-serrano@jpmorgan.com,,Salesforce
10981975,Inactive Investor,Tiffany Elliott,Financial Advisor,Edward Jones Weston WV 150 John St,tiffany.elliott@edwardjones.com,,Salesforce
11046119,Inactive Investor,Terry Sawchuk,,"J.W. Cole Financial, Inc. Troy MI 101 W Big Beaver Rd",,,Salesforce
10875756,Inactive Investor,Jay Nathan,Financial Advisor;Partner,Prospect Financial Services LLC,,,Salesforce
11210875,Inactive Investor,Kimberly Payne,,"Truist Investment Services, Inc. Port Saint Lucie FL 10331 SW Village Center Dr",kimberly.payne@truist.com,,Salesforce
9545401,,Hamid Bhatti,,,hamidor@gmail.com,,List import
11236146,Inactive Investor,Aaron Lipp,,"Sanford C. Bernstein & Co., LLC",aaron.lipp@bernstein.com,,Salesforce
10925990,Inactive Investor,Scott Sitrin,Investment Advisor;Managing Member;Portfolio Manager;Regulatory Contact,"Sitrin Capital Management, LLC",scott@sitrincapital.com,,Salesforce
11232967,Inactive Investor,William Cering,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",,,Salesforce
373566,,Brian Cesare,,[Unknown],bacds@aol.com,,source
10808129,Inactive Investor,Michael Polito,,NYLIFE Securities LLC Dedham MA 437 High St,mpolito@ft.newyorklife.com,,Salesforce
11200344,Inactive Investor,Thomas Ebinger,Member;Partner;Vice President,"DEW Wealth Strategies, LLC",,,Salesforce
372488,,Chris Hughson,,United States,chris@oregonrealtyadvisors.com,,Salesforce
10973389,Inactive Investor,Matthew Pascale,,"Raymond James Financial Services, Inc. Maitland FL 541 S Orlando Ave",matthew.pascale@raymondjames.com,,Salesforce
10796336,Inactive Investor,Patrick Crowley,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",patrick.d.crowley@ml.com,,Salesforce
11142967,Inactive Investor,Cristopher Ramos-Cervantes,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,cristopher.ramos-cervantes@jpmorgan.com,,Salesforce
11021412,Inactive Investor,Micah Smith,,"Allstate Financial Services, LLC North Port FL 13015 Tamiami Trl",micahsmith@allstate.com,,Salesforce
9638876,,Julianna Oladipo,,,joladipo@uk.ey.com,,List import
10615286,,Jessica Marshall,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President - Wealth Management",,jessica.a.marshall@morganstanley.com,,List Import
11196244,Inactive Investor,Nicholas Casini,,Cetera Financial Specialists LLC Emerald Isle NC 8754 Reed Dr,,,Salesforce
9600537,,George Fox,,,gfox503@gmail.com,,List import
11233655,Inactive Investor,John Zuzulo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11222738,,Bryan Strike,,,bstrike@merceradvisors.com,,List Import
116726,,Nicholas Derose,,Lincoln Financial Advisors Corporation,nicholas.derose@lfg.com,773-380-8534,
10886311,Inactive Investor,John Lefferts,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",,,Salesforce
11080257,Inactive Investor,Amanda Zamarripa,Financial Advisor,Edward Jones Norman OK Private Residence,amanda.zamarripa@edwardjones.com,,Salesforce
11161531,Inactive Investor,Harout Dermendjian,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",harout.dermendjian@ml.com,,Salesforce
11023733,Inactive Investor,Kevin Matthews,,"Avantax Investment Services, Inc. Vienna VA 8245 Boone Blvd",,,Salesforce
333996,,Eva Baker,Treasurer,"S. R. Schill & Associates, Inc.",eva@srschill.com,206-275-2700,Manual List Upload
10789863,Inactive Investor,Michelle Elliot,Financial Consultant,LPL Financial LLC Santa Clarita CA 26459 Bouquet Canyon Rd,michelle.elliot@lpl.com,,Salesforce
9635863,,John Bucci,,,john@steeprockcapital.com,,List import
10779603,Inactive Investor,Garett Jones,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",mike.jones@nm.com,,Salesforce
11091775,Inactive Investor,Adam Lundy,,The Huntington Investment Company Columbus OH 7 Easton Oval,,,Salesforce
10883613,Inactive Investor,Aline Tanimoto,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,aline.tanimoto@jpmorgan.com,,Salesforce
372946,,Nicholas Trinder,,[Unknown],ntrinder002@gmail.com,,source
10771673,Inactive Investor,Wlodek Bugajski,Financial Advisor;First Vice President,Morgan Stanley Boston MA 28 State St,wlodek.bugajski@morganstanley.com,,Salesforce
10617811,,Scott Zagurski,,,scott.zagurski@wellsfargoadvisors.com,,List Import
11101372,Inactive Investor,Ronald Bartosh,Chief Compliance Officer;Chief Technology Officer;Partner,"Guyasuta Investment Advisors, Incorporated",rlb@guyasuta.com,,Salesforce
11205538,Inactive Investor,Charles Leitch,Vice President,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
11148831,Inactive Investor,Lawrence Sangirardi,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 145 Pinelawn Rd",lawrence.d.sangirardi@ampf.com,,Salesforce
9615245,,Lisa Rydzefski,,,lrydzefski@1creative.com,,List import
10756663,Inactive Investor,James Hofmann,Financial Advisor;Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Mendham NJ 84 E Main St",james.hofmann@wellsfargoadvisors.com,,Salesforce
9052,, -,,[[Unknown]],883369@pdsb.net,,Direct
10953764,Inactive Investor,Cassidy Hamilton,,"Truist Investment Services, Inc. Lexington KY 200 W Vine St",,,Salesforce
10765782,Inactive Investor,April Wheeler,Senior Client Associate,Morgan Stanley Winter Haven FL 250 3rd St NW,april.wheeler@morganstanley.com,,Salesforce
11101309,Inactive Investor,Marlayna Tuiasosopo,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,marlayna.tuiasosopo@primerica.com,,Salesforce
10855547,Inactive Investor,Stephanie Hammell,Investment Advisor Representative,Provence Wealth Management Group,,,Salesforce
11134933,Inactive Investor,Kade West,Financial Advisor,Thrivent Investment Management Inc. Twin Falls ID 225 Canyon Crest Dr W,kade.west@thrivent.com,,Salesforce
10488986,,Mark Schneider,Associate Actuary,"Principal Securities, Inc. Frisco CO 410 Bayview Dr",markschneider@usa.com,,List Import
11181585,Inactive Investor,Paul Weber,,"Osaic Wealth, Inc. San Antonio TX 8000 IH 10 W",,,Salesforce
9561769,,FELIPE GARCIA,,,fleipeg@gmail.com,,List import
11109623,Inactive Investor,Cassandra Rector,Financial Advisor,Edward Jones Little Rock AR 11601 Pleasant Ridge Rd,cassandra.rector@edwardjones.com,,Salesforce
9541358,,jEd James,,,jamesindiana@yahoo.com,,List import
10941827,Inactive Investor,Jeffrey Gutierrez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
9618843,,Ken Chapple,,,kchapple001@msn.com,,List import
238816,,dan@risksave.com Tammas-Hastings,,[Unknown],dan@risksave.com,,
223299,,Bijan Foroodian,Advisor,Family Office,b.foroodian@icloud.com,,
11019920,Inactive Investor,Nikoll Tinaj,,Citigroup Global Markets Inc. New York NY 734 3rd Ave,,,Salesforce
10885710,Inactive Investor,Hakyung Campione,President,"SpirePoint Private Client, LLC",,,Salesforce
11026940,Inactive Investor,Casey Anderson,Principal,"CliftonLarsonAllen Wealth Advisors, LLC",casey.anderson@claconnect.com,,Salesforce
11255233,Inactive Investor,Samuel Rufer,Associate;Investment Analyst,"Heck Capital Advisors, LLC Milwaukee WI 833 E Michigan St",srufer@heckcapital.com,,Salesforce
9544126,,Blake Shefford,,,blake.shefford@schroders.com,,List import
9625631,,Pat Smith,,,patsmithpatreon@gmail.com,,List import
10843406,Inactive Investor,John Letourneau,Branch Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",john.letourneau@rbc.com,,Salesforce
11186815,Inactive Investor,Matthew Nicholson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,matthew.nicholson@fidelity.com,,Salesforce
11173257,Inactive Investor,Christopher Klasen,Financial Advisor,Edward Jones Smyrna TN 1630 Lee Victory Pkwy,chris.klasen@edwardjones.com,,Salesforce
11122608,Inactive Investor,Jerome Kedley,Financial Advisor,Edward Jones Clinton IA 947 13th Ave N,jerry.kedley@edwardjones.com,,Salesforce
345575,,Ann Casser,Senior Vice President,"K2/d&s Management Co., L.l.c.",ann.casser@franklintempleton.com,203-348-5252,Manual List Upload
123087,,Gail Scully,Portfolio Manager,"Buckingham Strategic Wealth, Llc",gscully@bamstl.com,1-847-282-9911,
10884644,Inactive Investor,Malcolm Spittler,,Citigroup Global Markets Inc.,malcolm.d.spittler@citigroup.com,,Salesforce
10766004,Inactive Investor,Danielle Renzo,Analyst;Senior Registered Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,danielle.renzo@morganstanley.com,,Salesforce
10777085,Inactive Investor,Steven Thomas,Chief Compliance Officer;Chief Operating Officer,"SGL Financial, LLC",sthomas@sglfinancial.com,,Salesforce
11114789,Inactive Investor,Herbert Medrano,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anaheim CA 945 S Brookhurst St",herbert.medrano@ml.com,,Salesforce
10893032,Inactive Investor,Robert Deiana,Chief Compliance Officer;Financial Advisor;Principal,"Lighthouse Financial, LLC",,,Salesforce
205666,,Ralph Adamo,,[Unknown],radamo@integrityiwm.com,,Event
10488255,,Jeffrey Bopp,"Senior Client Administrative Manager, Vice President","Steward Partners Investment Advisory, LLC",jeffrey.bopp@stewardpartners.com,,List Import
10998438,Inactive Investor,Thuy Do,,J.P. Morgan Securities LLC San Jose CA 4055 Evergreen Village Sq,thuy.t.do@jpmorgan.com,,Salesforce
11041259,Inactive Investor,Joseph Feste,Chief Compliance Officer;Partner;President;Senior Managing Partner,"KM Capital Management, Ltd. Atlanta GA 121 Luckie St NW",,,Salesforce
10889105,Inactive Investor,Andrew Constantinides,Financial Advisor,Neil Jesani Wealth Management Fort Lauderdale FL 1300 Sawgrass Corp Pkwy,,,Salesforce
11073986,Inactive Investor,Arthur Dolega,,"Next Financial Group, Inc. New York NY 3 World Financial Ctr",,,Salesforce
10801414,Inactive Investor,Matthew Kenney,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,matthew.kenney@citi.com,,Salesforce
10921157,Inactive Investor,James Haufschild,,"Allstate Financial Services, LLC Arlington Heights IL 1287 N Rand Rd",jameshaufschild@allstate.com,,Salesforce
7116933,,GDGD GDGDF,,,foyih50109@maazios.com,,Web Form Fillout
11089405,Inactive Investor,Laura Skinner,Financial Advisor,LPL Financial LLC Neodesha KS 412 Main St,laura.dentcarpenter@lpl.com,,Salesforce
10863148,Inactive Investor,Benjamin Tavenner,Training Financial Advisor,UBS Financial Services Inc. Nashville TN 3102 West End Ave,benjamin.tavenner@ubs.com,,Salesforce
11142392,Inactive Investor,Drew Turner,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,drew.turner@jpmorgan.com,,Salesforce
10984079,Inactive Investor,Megan Espeseth,,Edward Jones Grand Forks ND 3503 Ivy Dr,megan.espeseth@edwardjones.com,,Salesforce
10982268,Inactive Investor,Shitul Nagori,,J.P. Morgan Securities LLC Kirkland WA 12028 NE Totem Lake Way,shitul.nagori@jpmorgan.com,,Salesforce
11084078,Inactive Investor,Tiffany Meyer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,tiffany.meyer@edwardjones.com,,Salesforce
9564689,,louis avalos,,,lavalos@wradvisors.com,,List import
69997,,Dennis Cohan,"Financial Services Professional, Investment Advisor","MML Investors Services, LLC",dcohan@massmutual.com,713-522-5810,
11180366,Inactive Investor,Jeffrey Thomas,Financial Advisor,Edward Jones Bellevue OH 1355 W Main St,,,Salesforce
9611175,,Carlos Rangel,,,carlos.rangel@yahoo.com,,List import
10934945,Inactive Investor,Cody Warner,,LPL Financial LLC San Diego CA 4707 Executive Dr,cody.warner@lpl.com,,Salesforce
10764958,Inactive Investor,Daniel Kimel,,"Truist Investment Services, Inc. Asheboro NC 261 N Fayetteville St",britt.kimel@truist.com,,Salesforce
10790890,Inactive Investor,John Walsh,Retirement Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",jpwalsh@bofa.com,,Salesforce
10994086,Inactive Investor,Theodore Beebe,Associate Partner;Wealth Advisor,Corient San Francisco CA 600 Montgomery St,theodore.beebe@corient.com,,Salesforce
9579714,,Ajay Mirza,,,ajay.mirza@galliard.com,,List import
373872,,Erick Lundy,,[Unknown],erick@lundyinsurance.com,,Event
10616471,,Lisa McCarthy,,,lmccarthy@wintrustwealth.com,,List Import
10644332,,Jacqueline Blackmann,,,jacqueline.k.blackmann@jpmorgan.com,,List Import
10891121,Inactive Investor,Cameron Hayes,Financial Advisor,Edward Jones Kingwood TX 19701 Kingwood Dr,cameron.hayes@edwardjones.com,,Salesforce
11229463,Inactive Investor,Nicole DiMassa,,"Stifel, Nicolaus & Company, Incorporated Jacksonville FL 5011 Gate Pkwy",dimassan@stifel.com,,Salesforce
11236177,Inactive Investor,Andrew Lavoie,Financial Advisor,Park Avenue Securities LLC Ridgefield CT 38B Grove St,andrew_lavoie@glic.com,,Salesforce
10851669,Inactive Investor,Rabindra Mahabir,,"Osaic Wealth, Inc. Toledo OH 3230 Central Park W",rmahabir@royalaa.com,,Salesforce
10953446,Inactive Investor,Russell Gorman,Wealth Planning Advisor,Integrated Wealth Concepts LLC Lenox MA Private Residence,,,Salesforce
11005218,Inactive Investor,Christopher Gross,Financial Advisor,Edward Jones Fargo ND 4809 38th St S,chris.gross@edwardjones.com,,Salesforce
11080910,Inactive Investor,Michael Kock,,Commonwealth Financial Network Madison WI 406 Science Dr,mkock@commonwealth.com,,Salesforce
116535,,Colleen Girouard,"Secretary, Treasurer",Capital Investment Advisors,camg@capitalamg.com,240-482-4000,
118565,,John Dameron,,"MML Investors Services, LLC",jdameron@massmutual.com,704-557-9611,
10645680,,Jerold Wasserman,,,jwasserman@jefferies.com,,List Import
10866597,Inactive Investor,Mark McFarland,Chief Compliance Officer;Co-Chief Executive Officer;Wealth Advisor,Madison Partners,mark@themadisonpartners.com,,Salesforce
9557214,,Yoky Setiawan,,,yokyks@gmail.com,,List import
10983573,Inactive Investor,Dmitriy Gorelik,,NYLIFE Securities LLC,dgorelik@ft.newyorklife.com,,Salesforce
10865152,Inactive Investor,Kevin Sheehan,,State Farm VP Management Corp. Metairie LA 4427 Transcontinental Dr,,,Salesforce
11150398,Inactive Investor,Lauren Quinn,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,laurenquinn@primerica.com,,Salesforce
10981854,Inactive Investor,Logan Bryant,,CogentBlue,logan@cogentbluewealth.com,,Salesforce
11057208,Inactive Investor,Peter Gonzalez,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",pgonzalez5@ml.com,,Salesforce
11113985,Inactive Investor,Katheryn Andrews,,Thrivent Investment Management Inc. Lancaster CA 42305 10th St W,katheryn.andrews@thrivent.com,,Salesforce
10959968,Inactive Investor,Gregory Zegalia,,Vanguard Marketing Corporation,gregory_zegalia@vanguard.com,,Salesforce
10786229,Inactive Investor,Edward Felt,Senior Specialist,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",edward.felt@schwab.com,,Salesforce
11238450,Inactive Investor,Brandon Jaquis,,Warburton Capital,brandon.jaquis@warburtoncapital.com,,Salesforce
11234376,Inactive Investor,Steven Earhart,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9589046,,Linda Egar,,,lindaegar@gmail.com,,List import
9613892,,Keith Nelson,,,keitnels2000@yahoo.com,,List import
11131772,Inactive Investor,Mickey Ray,Financial Advisor,"MML Investors Services, LLC Midland TX 4801 N Midland Dr",mlray@financialguide.com,,Salesforce
11169994,Inactive Investor,Joseph Brownback,Financial Advisor,LPL Financial LLC Fort Worth TX 1200 Summit Ave,joseph.brownback@lpl.com,,Salesforce
372044,,steve Moose,,[Unknown],moose@ohsu.edu,,Salesforce
11201207,Inactive Investor,Darren Lepak,Private Wealth Manager,Fiat Wealth Management,dlepak@fiatwm.com,,Salesforce
10830618,Inactive Investor,Frederick Hohensee,President,"Hohensee Financial Services, Inc.",,,Salesforce
9612788,,Amit Kumar,,,amit@impartus.com,,List import
9557201,,Schuyler Winter,,,schuyler@vanrmgmt.com,,List import
9603605,,Bryan Lotto,,,blotto27@gmail.com,,List import
10957653,Inactive Investor,Andrea Sig,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11112880,Inactive Investor,Shily Sasinouan,Senior Client Associate,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",shily.sasinouan@wellsfargoadvisors.com,,Salesforce
11198019,Inactive Investor,Mary McClarty,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Whitefish MT 142 Baker Ave",mary.mcclarty@ml.com,,Salesforce
226169,, -,,[[Unknown]],mike9703@yahoo.com,,Initial Salesforce Import
10854227,Inactive Investor,Thomas Kueht,Vice President;Wealth Advisor;Wealth Management Advisor,"Blackhawk Capital Partners, LLC",tom@blackhawk-capital.com,,Salesforce
236426,, -,,[[Unknown]],stupidbrilliancefoundation@gmail.com,,
11173074,Inactive Investor,Ching Fan Wong,,Standard Chartered Securities North America LLC,,,Salesforce
11222579,,John Edmunds,,,jedmunds@commonwealth.com,,List Import
9636377,,Erin Leonard,,,erin.leonard@hsbc.fr,,List import
10911100,Inactive Investor,Joanna Amberger,Financial Advisor,"Continuum Advisory, LLC Honolulu HI 1888 Kalakaua Ave",,,Salesforce
10962516,Inactive Investor,Marcus Cantu,,Cetera Investment Services LLC North Haven CT 127 Washington Ave,marcus.cantu@ceterainvestors.com,,Salesforce
11082924,Inactive Investor,Kazon Valentine,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",kazon.valentine@ml.com,,Salesforce
11173341,Inactive Investor,John Casement,Investment Manager;Registered Principal,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",john.casement@ampf.com,,Salesforce
10893582,Inactive Investor,John Larson,,"Allstate Financial Services, LLC Woodstock GA 217 River Park North Dr",johnlarson@allstate.com,,Salesforce
11034029,Inactive Investor,Douglas McPherson,Investment Advisor,"Osaic Institutions, Inc. Lakeland FL 1985 E Edgewood Dr",dmcpherson@infinexgroup.com,,Salesforce
9543901,,huanhuan cui,,,emma.cuihuanhuan@gmail.com,,List import
202933,,Max Seng Wang,,[Unknown],d.wang@gmx.com,,Organic Search
11027679,Inactive Investor,Betty Martinez,,PFS Investments Inc. Lubbock TX 3318 83rd St,,,Salesforce
10892178,Inactive Investor,Gail Conley,,LPL Financial LLC Augusta ME 150 State St,gail.conley@lpl.com,,Salesforce
10489283,,Travis Tuttle,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,travis.tuttle@primerica.com,,List Import
11221070,,Kevin Johnson,,,kjohnson@onecapital.com,,List Import
11012207,Inactive Investor,Ryan Meyer,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
11031954,Inactive Investor,Jeroen Stone,,SECU Brokerage Services Fuquay Varina NC 404 Old Honeycutt Rd,jeroen.stone@ncsecu.org,,Salesforce
11020622,Inactive Investor,Carly Phillips,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11040768,Inactive Investor,Vincent Yackanin,Associate Wealth Management Advisor,Brookwood Investment Group,,,Salesforce
11001713,Inactive Investor,Antonetta Berishaj,,J.P. Morgan Securities LLC Utica MI 4665 24 Mile Rd,,,Salesforce
11011630,Inactive Investor,Samuel Depasquale,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",,,Salesforce
7016485,,john ricker,,,dieterjeppe@stoopinbox.com,,Web Form Fillout
11065423,Inactive Investor,Elizabeth Mclaughlin,,Commonwealth Financial Network Lynnfield MA 50 Salem St,emclaughlin@commonwealth.com,,Salesforce
11186080,Inactive Investor,Jeffrey McCorkendale,Financial Advisor,LPL Financial LLC Saint Louis MO 10805 Sunset Office Dr,jeff.mccorkendale@lpl.com,,Salesforce
10780940,Inactive Investor,Paul Hoffman,Financial Advisor,Edward Jones Mankato MN 1765 Bassett Dr,paul.hoffman@edwardjones.com,,Salesforce
10881095,Inactive Investor,Marc McLean,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,marc.mclean@fidelity.com,,Salesforce
11084006,Inactive Investor,Donald Mundy,,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",dmundy@brokersifs.com,,Salesforce
9609435,,Abdu Alarifi,,,abdalaze77@gmail.com,,List import
10782321,Inactive Investor,Mark Harris,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",mark.s.harris@ml.com,,Salesforce
10881888,Inactive Investor,Mark Battaglia,,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10510117,,Brad Roth,Host,Behind the Ticker Podcast,bradleyroth1688@gmail.com,,List Import
9646152,,Jasjit Makol,,,jasjit.makol@gmail.com,,List import
11075464,Inactive Investor,David Fleer,Managing Partner;Regulatory Contact,"Bristlecone Value Partners, LLC",dfleer@bristlecone-vp.com,,Salesforce
10888384,Inactive Investor,Mark Nichols,Investment Advisor;Owner,"Charter Advisory Services, LLC",mark@charterfingroup.com,,Salesforce
11015381,Inactive Investor,Gianpaolo Colavolpe,,Bradesco Investments Inc.,,,Salesforce
9543081,,Joe Hannah,,,jhannahortho@yahoo.com,,List import
9565842,,Tracy Rock,,,tracy.rock@fidelity.com,,List import
11236710,Inactive Investor,Daniel Wilson,Regional Manager;Regional Wealth Manager;Senior Vice President,Johnson Wealth Inc. Madison WI 10 E Doty St,dwilson@johnsonfinancialgroup.com,,Salesforce
10817716,Inactive Investor,Dominick Vassos,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,dwvassos@ft.newyorklife.com,,Salesforce
11047381,Inactive Investor,Alexandra Sarzalejo,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11138175,Inactive Investor,Brent Glogau,Financial Advisor,Edward Jones Woodburn OR 965 N Cascade Dr,brent.glogau@edwardjones.com,,Salesforce
9623707,,Elena Hernandez,,,elena@gentrustwm.com,,List import
10853930,Inactive Investor,David Wine,Regional Vice President,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,david.wine@primerica.com,,Salesforce
11098461,Inactive Investor,Alison Longley,Financial Advisor,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,alison.denis@morganstanley.com,,Salesforce
9602023,,Dhruv Patel,,,dailysupplyincs@gmail.com,,List import
10847085,Inactive Investor,Umberto Perez,Founding Partner;Principal,"Castleview Partners, LLC Miami FL 814 Ponce De Leon Blvd",uperez@castleviewpartners.com,,Salesforce
5583480,,Kellie Sacik,,,sacikkellie233@gmail.com,,Web Form Fillout
11072994,Inactive Investor,Alejandro Oropeza,,J.P. Morgan Securities LLC Temecula CA 32105 State Hwy 79,alejandro.oropeza@jpmorgan.com,,Salesforce
10849193,Inactive Investor,Gregory Bumgarner,Financial Advisor,"Ameriprise Financial Services, LLC Charleston WV 330 Association Dr",gregory.f.bumgarner@ampf.com,,Salesforce
11201270,Inactive Investor,Jeffrey Teneyck,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,jteneyck@primerica.com,,Salesforce
10489899,,Thomas Eifler,,"WealthTrust Asset Management, LLC Plano TX 101 E Park Blvd",tom@canyoncreekc.com,,List Import
11174553,Inactive Investor,Peter Campfield,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11205055,Inactive Investor,Danielle Kelly,,"Pruco Securities, LLC. Newark NJ 213 Washington St",danielle_kelly@prudential.com,,Salesforce
111592,,Daniel Reich,Managing Member,"Banyan Global Investment Advisors, Llc",dreich@bgiadvisors.com,1-561-417-3535,Manual List Upload
11128868,Inactive Investor,Regina Hart,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10761293,Inactive Investor,Tammy Wright-Sherman,Portfolio Associate,Morgan Stanley Toledo OH 7311 Crossleigh Ct,tammy.wright-sherman@morganstanley.com,,Salesforce
232619,, -,,[[Unknown]],suratpohnchiangdee800@gmail.com,,
11183137,Inactive Investor,Alison Goodrich,Private Client Advisor;Vice President,Anchor Capital Advisors LLC,agoodrich@anchorcapital.com,,Salesforce
10967616,Inactive Investor,Michalina Koblanska,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",michalina.koblanska@53.com,,Salesforce
11058107,Inactive Investor,Jacob Oconner,,Fidelity Brokerage Services LLC,jacob.oconner@fmr.com,,Salesforce
10975864,Inactive Investor,Gregory Booker,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,gregory.booker@primerica.com,,Salesforce
372446,,Doug Wightman,,[Unknown],douglasw@gmail.com,,Salesforce
11018106,Inactive Investor,William Salazar,Investment Advisory Consultant,Commonwealth Financial Network,wsalazar@commonwealth.com,,Salesforce
11161990,Inactive Investor,Paul Fain,Chairman Emeritus,Asset Planning Corporation,paul@assetplanningcorp.com,,Salesforce
11027794,Inactive Investor,Benjamin Hadley,Client Service Associate,LPL Financial LLC Winston Salem NC 1404 Plaza West Dr,benjamin.hadley@lpl.com,,Salesforce
9607568,,Amelia Cai,,,amelia.a.cai@gmail.com,,List import
10612916,,Jonathan Staiman,Financial Advisor,,jon.staiman@quintmiller.com,,List Import
9648369,,gary Huang,,,gary.huang@bangor.com,,List import
10802845,Inactive Investor,Edward Cronin,Chairman;Chief Executive Officer;Founder;Member,Manchester Capital Management LLC,,,Salesforce
11153836,Inactive Investor,Clarence Julian,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",clarence.julian@wellsfargoadvisors.com,,Salesforce
10752394,Inactive Investor,Robb Dejonge,Wealth Advisor,LPL Financial LLC South Bend IN 2025 Edison Rd,robb.dejonge@lpl.com,,Salesforce
11169121,Inactive Investor,Steven Gehrke,Financial Advisor,"Ameriprise Financial Services, LLC Lakeville MN 17305 Cedar Ave S",steven.j.gehrke@ampf.com,,Salesforce
10696388,,Larry Tolbert,,"Radian Partners, LLC",larry.tolbert@radianpartners.net,,List Import
11112027,Inactive Investor,Ulrich Noorman,Associate Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 3347 Eagle Run Dr NE",ulrich.j.noorman@ampf.com,,Salesforce
337980,,Jeanne Vogt,Senior Financial Specialist,Ehlers,jvogt@ehlers-inc.com,800-717-9742,Manual List Upload
340153,,Kevin Hanney,"Director, National Sales",The Partners Wealth Management,khanney62@yahoo.com,,Event
10615186,,Jason Hochstrasser,"Financial Advisor, Financial Planning Specialist, Portfolio Manager",,jason.hochstrasser@morganstanley.com,,List Import
10781951,Inactive Investor,Loren Doheny,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,leigh.doheny@fmr.com,,Salesforce
11206365,Inactive Investor,Joseph Lococo,,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
9581703,,Luke Besser,,,luke@cosimo.fund,,List import
10889152,Inactive Investor,Chuanxin Li,,Morgan Stanley,,,Salesforce
10753601,Inactive Investor,Andrew Arias,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",andrew.arias@ml.com,,Salesforce
9642524,,Susan Suval,,,susans2b@icloud.com,,List import
11047262,Inactive Investor,Jack Paulson,Financial Advisor,LPL Financial LLC Green Bay WI 318 S Washington St,jack.paulson@lpl.com,,Salesforce
11168460,Inactive Investor,William Landschoot,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",brad.landschoot@wellsfargoadvisors.com,,Salesforce
9584209,,Robert Steed,,,r.steed@fi.com,,List import
9639754,,Jay Koval,,,investor_relations@b-f.com,,List import
9565481,,Mariana Fix,,,marianna@valuefin.ch,,List import
10933872,Inactive Investor,Adam Darby,,State Farm VP Management Corp. Nashville TN 903 Harpeth Valley Pl,adamdarby@statefarm.com,,Salesforce
11191514,Inactive Investor,Brian Davis,Financial Advisor,"Keystone Financial Group, LLC",brian.davis@keystoneky.com,,Salesforce
9545995,,Nicholas Yrizarry,,,ktoerge@nyadvisors.com,,List import
11117855,Inactive Investor,Joseph Tamm,,State Farm VP Management Corp. Milwaukee WI 9910 W Layton Ave,joe.tamm.prnr@statefarm.com,,Salesforce
11007569,Inactive Investor,Anthony Kania,Financial Planner,"Pruco Securities, LLC. Independence OH 2 Summit Park Dr",anthony.kania@prudential.com,,Salesforce
11140185,Inactive Investor,Edmond Basinger,,"Concourse Financial Group Securities, Inc. Pandora OH 106 E Main St",edmond.basinger@concoursefinancial.com,,Salesforce
11193836,Inactive Investor,Hamza Hamdi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1339 Wisconsin Ave NW",hamza.hamdi@ml.com,,Salesforce
10647862,,G Agebrand,,,martin.agebrand@morganstanley.com,,List Import
11195285,Inactive Investor,Raymond Perry,Financial Consultant,"Osaic Institutions, Inc. Dayville CT 560 Hartford Pike",rperry@infinexgroup.com,,Salesforce
9579224,,Marc Groz,,,marcgroz@gmail.com,,List import
11189159,Inactive Investor,Timothy Grumley,Managing Director;Regional Director,J.P. Morgan Securities LLC Syracuse NY 801 James St,timothy.p.grumley@jpmorgan.com,,Salesforce
10996523,Inactive Investor,Gregory Vidmar,Wealth Manager,"Annex Wealth Management, LLC",gvidmar@annexwealth.com,,Salesforce
218774,,Derek Jones,,[Unknown],ko4power@yahoo.com,,
11101786,Inactive Investor,Peter Giangrosso,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,peter.giangrosso@primerica.com,,Salesforce
9602629,,L Mitchell,,,ilabprivatelibrary@gmail.com,,List import
245964,,Not Provided,Trial Attorney,DOJ,christian.nauvel@usdoj.gov,,Manual List Upload
10907196,Inactive Investor,Benjamin Reiser,Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,benjamin.reiser@jpmorgan.com,,Salesforce
10957054,Inactive Investor,Daniel Waldron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milford CT 21 Broad St",daniel.waldron@ml.com,,Salesforce
10962019,Inactive Investor,Sean Leonard,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",sean.leonard@ampf.com,,Salesforce
11097452,Inactive Investor,Jennifer Weed,,"First Citizens Investor Services, Inc. Columbia SC 4801 Forest Dr",jennifer.weed@firstcitizens.com,,Salesforce
11210756,Inactive Investor,Kendall Borchardt,President,"Cardea Capital Advisors, LLC",kendall.borchardt@cardeacap.com,,Salesforce
11150112,Inactive Investor,Evan Georgiou,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,egeorgiou@rockco.com,,Salesforce
10975021,Inactive Investor,Simeon Snow,,Intervest International Equities Corporation Paragould AR 144 Linwood Dr,simeon.snow@intervestintl.com,,Salesforce
11035160,Inactive Investor,Susan Peck,Chief Compliance Officer;Founder;President,Evolution Financial LLC,sue@evolutionfinplan.com,,Salesforce
10863349,Inactive Investor,Kathy Burns,Wealth Advisor;Wealth Planner,LPL Financial LLC Cary NC 1001 Winstead Dr,kathy.burns@lpl.com,,Salesforce
10992222,Inactive Investor,Kayla Hunter,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11229832,Inactive Investor,Noah Huizing,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",noah.huizing@nm.com,,Salesforce
348009,,Themis Kalapotharakos,Investment Professional,"Sandton Capital Partners, Lp",themisk@sandtoncapital.com,212-444-7200,Manual List Upload
10767091,Inactive Investor,Steven Zatkin,,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,steve.zatkin@morganstanley.com,,Salesforce
11200919,Inactive Investor,William Lewis,,"Osaic Wealth, Inc. Charlotte NC 15801 Brixham Hill Ave",,,Salesforce
9572238,,Llewellyn Cope,,,llewellyn.cope@voyafa.com,,List import
10963630,Inactive Investor,Casey Crandall,Client Specialist,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,ccrandall@rwbaird.com,,Salesforce
11044076,Inactive Investor,Richard Frable,Chief Compliance Officer;Financial Advisor;Owner,Liberty Asset Management,rfrable@lwmgmt.com,,Salesforce
11113257,Inactive Investor,Tricia Barrera,Financial Advisor,Edward Jones Slidell LA 2170 Gause Blvd W,tricia.barrera@edwardjones.com,,Salesforce
11160530,Inactive Investor,Jessica Sabath,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jessica.sabath@wellsfargoadvisors.com,,Salesforce
240203,,Diane Connor,Client Relationship Specialist,"Sendero Wealth Management, Llc",dconnor@sendero.com,210-805-0171,Manual List Upload
10929204,Inactive Investor,Everett Hurst,,Lombard Securities Incorporated Daleville VA 2449 Roanoke Rd,ehurst@golombard.com,,Salesforce
11196339,Inactive Investor,David Trosper,,State Farm VP Management Corp. Oakland TN 7270 Hwy 64,dave.trosper.qm6t@statefarm.com,,Salesforce
340745,,Kelly Wallick,Customer Service Manager,Investment Partners Ltd,kwallick@invp.com,330-308-9707,Manual List Upload
350258,,Dan Dross,Managing Partner,"Trinity Hunt Management, L.p.",ddross@trinityhunt.com,214-777-6600,Manual List Upload
10900202,Inactive Investor,Jacob Flading,Client Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",jacob.flading@wellsfargoadvisors.com,,Salesforce
9613061,,Mark Zahorik,,,mzahorik@kic-kamco.com,,List import
67623,,Manuel Dyvig,,none,madyvig@yahoo.com,4043582940,
10830170,Inactive Investor,Robert Futrell,,LPL Financial LLC,,,Salesforce
10975341,Inactive Investor,Quantella Simmons,,PFS Investments Inc. Columbia SC 115 Atrium Way,quantella.simmons@primerica.com,,Salesforce
11206198,Inactive Investor,George Williford,,Hilltop Securities Inc.,george.williford@hilltopsecurities.com,,Salesforce
373761,,Michael Walsh,,[Unknown],mc.walsh1987@gmail.com,,source
11101587,Inactive Investor,Frank Delape,Chief Compliance Officer;Founding Member;Managing Director;President,"Coordinated Planning Group, Inc.",fdelape@coordinatedplanning.net,,Salesforce
10869628,Inactive Investor,Chi Tran,,"Wells Fargo Clearing Services, LLC Phoenixville PA 200 Schuylkill Rd",chi.tran@wellsfargoadvisors.com,,Salesforce
9559359,,Michael Eckton,,,meckton@crestwoodadvisors.com,,List import
11112818,Inactive Investor,Jeffrey Doughty,Financial Advisor,Edward Jones Wayzata MN 1421 Wayzata Blvd,jeffrey.doughty@edwardjones.com,,Salesforce
9610371,,dskflksj sdlkjfl,,,slkdjf@gmail.com,,List import
10859339,Inactive Investor,Mark Rogers,Financial Consultant,Wedbush Securities Inc. South Ogden UT Private Residence,mark.rogers@wedbush.com,,Salesforce
10956448,Inactive Investor,Abdiell Suero,,"Spartan Capital Securities, LLC",,,Salesforce
11045699,Inactive Investor,Jared Kirschenbaum,,"Mesirow Financial, Inc. Seattle WA 155 NE 100th St",jkirschenbaum@mesirowfinancial.com,,Salesforce
7510224,,sa sa,,,kimok23432@fectode.com,,Web Form Fillout
11125818,Inactive Investor,Brandon Mcanally,Wealth Advisor,LPL Financial LLC Booneville MS 201 N 2nd St,brandon.mcanally@lpl.com,,Salesforce
10772456,Inactive Investor,Lindsay Burnham,,LPL Financial LLC Newark DE 220 Continental Dr,lindsay.burnham@lpl.com,,Salesforce
10975263,Inactive Investor,Margaret Kantrowitz,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",,,Salesforce
11237234,Inactive Investor,Dustin Dupart,Wealth Manager,"Purpose Comprehensive Wealth Management, LLC Charlotte NC 15720 Brixham Hill Ave",dustin.dupart@purposecwm.com,,Salesforce
9626390,,Kleon Howell,,,chrisjj073@gmail.com,,List import
10990281,Inactive Investor,Cole Bromstedt,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
11122910,Inactive Investor,Chad Robinson,Financial Advisor,Edward Jones Linden MI 618 W Broad St,chad.robinson@edwardjones.com,,Salesforce
10604152,,Andrew Schaffer,Financial Planning Coordinator,ELLIS INVESTMENT PARTNERS LLC,drew@ellisinvestmentpartners.com,6108129680,List Import
9646233,,Myranda O'Bara,,,mobara@oakmontpwm.com,,List import
10820850,Inactive Investor,Sarah Miller,Client Service Associate,Morgan Stanley Roseville CA 1478 Stone Point Dr,sarah.miller@morganstanley.com,,Salesforce
10966100,Inactive Investor,Li Huang,,Cetera Investment Services LLC San Francisco CA 1301 Noriega St,lillian.huang@ceterais.com,,Salesforce
9621552,,Bob Jazwinski,,,rjazwinski@jfswa.com,,List import
11183525,Inactive Investor,Eric Warren,Advisor;Regulatory Contact;Team Lead - Operations,Spartan Planning Group Hendersonville NC 113 Atwood Dr,ewarren@spartanplanninggroup.com,,Salesforce
6019,, -,,[[Unknown]],authenticityheals@gmail.com,,Initial Salesforce Import
205044,,joan bonato,,[Unknown],joanbonato@gmail.com,,Direct
11221342,,Cynthia Cougoule,,,ccougoule@firstrepublic.com,,List Import
11019021,Inactive Investor,Joshua Herring,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",joshua.herring@bernstein.com,,Salesforce
334549,,Joseph Lingen,Associate,"Northstar Capital, Llc",jlingen@northstarcapital.com,612-371-5700,Manual List Upload
10909845,Inactive Investor,Ogden Page,,"Avantax Investment Services, Inc. Los Angeles CA 1427 Wilcox Ave",,,Salesforce
10826760,Inactive Investor,Mahone Tarrall,Principal,Western Wealth Management LLC Boulder CO 2505 Walnut St,,,Salesforce
9624852,,Margaret Madden,,,mmadden109@gmail.com,,List import
11033135,Inactive Investor,Harry Omealia,,"Bessemer Investor Services, Inc.",omealia@bessemer.com,,Salesforce
10826992,Inactive Investor,Jacob Bubenik,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",jake.bubenik@equitable.com,,Salesforce
372170,,Goutham Beesetty,,United States,swaroop.bgg@gmail.com,,Salesforce
10784510,Inactive Investor,Troy Mooyoung,Complex Manager;Executive Director,Morgan Stanley Birmingham MI 34901 Woodward Ave,troy.mooyoung@morganstanley.com,,Salesforce
10849020,Inactive Investor,Jason Bourdeau,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",jbourdeau@massmutual.com,,Salesforce
10613089,,Brad Nettune,"Managing Director, Senior Financial Advisor",,bradley.nettune@ml.com,,List Import
11085292,Inactive Investor,Christopher Campo,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",christophercampo@financialguide.com,,Salesforce
11133806,Inactive Investor,Celena Rodriguez,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",celena.rodriguez@robinhood.com,,Salesforce
9556361,,Patrick Yi Beckwith -,,,pray4me1985@gmail.com,,List import
10823885,Inactive Investor,Mark Folgmann,Owner;President,"Ark Advisors, LLC Traverse City MI 1010 S Garfield Ave",,,Salesforce
9617688,,Forest Zhang,,,forest@westernstandardllc.com,,List import
10974993,Inactive Investor,Valorie Cleveland,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,valorie.cleveland@primerica.com,,Salesforce
11088993,Inactive Investor,Darleen Lehmann,Compliance Analyst,"Voya Financial Advisors, Inc.",darleen.lehmann@voya.com,,Salesforce
10951520,Inactive Investor,Amber Palumbo,,"Raymond James & Associates, Inc. New Iberia LA Private Residence",amber.palumbo@raymondjames.com,,Salesforce
10892395,Inactive Investor,Lillian Chou,,HSBC Securities (USA) Inc. Flushing NY 3910 Main St,lillian.chou@us.hsbc.com,,Salesforce
10872332,Inactive Investor,Joshua Carr,Premier Banker,"Wells Fargo Clearing Services, LLC Grayson GA 1865 Grayson Hwy",josh.carr@wellsfargo.com,,Salesforce
211625,,Ellie Atherton,Associate,Wachsman,ellie.atherton@wachsman.com,,Content
238883,,Joel Brook,,[Unknown],sympatheticvibration@hotmail.com,,
163788,,William Lee,,[Unknown],lixianghoo@163.com,,
10868037,Inactive Investor,Matthew Foster,Chief Investment Officer;Director;President,Park Place Capital Corporation,,,Salesforce
10903559,Inactive Investor,Eileen Cioe,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
10762706,Inactive Investor,Warren Cohn,Director - Sports and Entertainment;International Client Advisor;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,warren.cohn@morganstanley.com,,Salesforce
10977288,Inactive Investor,Debe Pennington,,"Osaic Wealth, Inc. Stevenson Ranch CA 26650 The Old Rd",,,Salesforce
9560902,,jinh da,,,jinhsa542@gmail.com,,List import
10784745,Inactive Investor,Ayala Wasserman,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,,,Salesforce
10793533,Inactive Investor,Kaylyn Krahn,Supervisory Principal,LPL Financial LLC Clearwater FL Private Residence,kaylyn.krahn@lpl.com,,Salesforce
11212921,Inactive Investor,Barry Simmons,,"Wells Fargo Advisors Financial Network, LLC New York NY 500 W 33rd St",,,Salesforce
9627416,,Alex Rogers,,,alexrogers515@gmail.com,,List import
11098156,Inactive Investor,Stuart Moffitt,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",stuart.moffitt@bankerslife.com,,Salesforce
10966710,Inactive Investor,Julianne Lepo,,Silver Grove Advisory Services,jlepo@silvergrovegroup.com,,Salesforce
10980186,Inactive Investor,Robert Uth,,"First Palladium, LLC",,,Salesforce
11196596,Inactive Investor,Demetrio Munoz,,Park Avenue Securities LLC Burbank CA Private Residence,demetrio_munoz@glic.com,,Salesforce
9599885,,Mitchell Crasson,,,mcrasson@gmail.com,,List import
10765424,Inactive Investor,Jorge Palacios,Private Client Banker;Registered Client Associate,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",jorge.palacios@wellsfargoadvisors.com,,Salesforce
11034565,Inactive Investor,Gary Werkman,Director;Managing Director,Robert W. Baird & Co. Incorporated Holland MI 151 Central Ave,,,Salesforce
10817577,Inactive Investor,John Reid,Financial Advisor,Edward Jones Colonial Heights VA 256 E Ellerslie Ave,john.reid@edwardjones.com,,Salesforce
10648420,,Nicholas Alencewicz,,,nicholas.alencewicz@fidelity.com,,List Import
10991133,Inactive Investor,James Vasquez,,J.P. Morgan Securities LLC Ramona CA 1467 Main St,james.vasquez@chase.com,,Salesforce
11077188,Inactive Investor,Mitchell Daley,,Cetera Investment Services LLC Hattiesburg MS 2 Southern Point Pkwy,,,Salesforce
10794399,Inactive Investor,Kellyann Kannavos,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,kellyann.kannavos@bnymellon.com,,Salesforce
9593700,,Brian Hanna,,,brianh@everhartadvisors.com,,List Import
10854191,Inactive Investor,Stephen O'Neil,Financial Advisor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,stephen.oneil@morganstanley.com,,Salesforce
11073272,Inactive Investor,Charles Petrie,,TruEdge Asset Management LLC Raleigh NC Private Residence,,,Salesforce
10647580,,Benjamin Beatty,,,ben.beatty@tiaa.org,,List Import
10800320,Inactive Investor,Genaro Martinez,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,genaro.martinez@primerica.com,,Salesforce
9599955,,Matthew Altenau,,,maltenau@sarofim.com,,List import
9620083,,Juan Villanueva,,,jv@fmgjv.com,,List import
10865531,Inactive Investor,David Leiner,,Celadon Financial Group LLC Brooklyn NY 5516 14th Ave,dleiner@celadonfinancial.com,,Salesforce
184850,,Loyda Molina-Pagan,,Eagle Strategies LLC,lmolina@ft.newyorklife.com,305-849-4083,
11068428,Inactive Investor,Thomas Ross,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
9592926,,Mujahed Hussain,,,mujahed_au@yahoo.con,,List import
11076039,Inactive Investor,John Dice,Chief Compliance Officer;Chief Operating Officer,LaFleur & Godfrey Private Wealth Management Grand Rapids MI 2900 Charlevoix Dr SE,johnd@lafleurgodfrey.com,,Salesforce
10938683,Inactive Investor,Michael Hycki,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 42705 Grand River Ave",michael.hycki@ampf.com,,Salesforce
10606782,,Ortav Yehudai,"Managing Director, Member, Portfolio Manager","Great Point Partners, LLC",tyehudai@gppfunds.com,203-971-3300,
11137274,Inactive Investor,David Schnall,Financial Planner,"Pruco Securities, LLC. Syracuse NY 5789 Widewaters Pkwy",david.schnall@prudential.com,,Salesforce
10891926,Inactive Investor,Katie Hansen,Director - Operations,"Ameriprise Financial Services, LLC Owings Mills MD 300 Red Brook Blvd",katie.hansen@ampf.com,,Salesforce
11072059,Inactive Investor,Sean Dunn,Financial Advisor,Edward Jones Locust Grove GA 3430 Hwy 155,sean.dunn@edwardjones.com,,Salesforce
9544189,,Hedmilton Cardoso,,,hedmilton.cardoso@b2in.tech,,List import
10695935,,Francisco Garcia-Nieto,,BCI,fgarcia@bcisecurities.com,,List Import
8471912,,Lucas Samaniego,,,lucassaman023@gmail.com,,Web Form Fillout
10771115,Inactive Investor,Manuel Bello,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",manuel.bello@ml.com,,Salesforce
9590979,,Daniel Stanton,,,daniel@danielstanton.com,,List import
11209418,Inactive Investor,Richard Russell,Chief Compliance Officer;Owner;President,Ariston Capital Management Corp Bellevue WA 9006 NE 17th St,,,Salesforce
11022058,Inactive Investor,Anthony Cuevas,,J.P. Morgan Securities LLC Michigan City IN 4365 Franklin St,anthony.j.cuevas@chase.com,,Salesforce
9640851,,Daniel Learned,,,dalearned@hotmail.com,,List import
4824668,,Yannis Bakos,,,bakos@stern.nyu.edu,9173129695,Web form fillout
11128257,Inactive Investor,Deborah McLaughlin,Risk Supervisor,Thrivent Investment Management Inc.,deborah.mclaughlin@thrivent.com,,Salesforce
9606483,,scott mccallum,,,smccallum251@gmail.com,,List import
10861380,Inactive Investor,Diane Newman,,State Farm VP Management Corp. Portland ME 313 Read St,,,Salesforce
9566987,,Brian Anderson,,,brian.anderson@voyafa.com,,List import
9556705,,Christopher Wieters,,,cwieters@massmutual.com,,List import
216097,,Karl Malchow,VP,IcarusLived,kmalchow@hotmail.com,,Event
11205675,Inactive Investor,Michael Quinlan,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",michael.quinlan@wfafinet.com,,Salesforce
94901,,Naethan Eagles,,TotalSim LLC,naethan.eagles@gmail.com,6149371378,Organic Search
9618551,,Eli Weinberg,,,eli.weinberg@spopartners.com,,List import
11107064,Inactive Investor,Michael McManus,,"Equitable Advisors, LLC Collierville TN 193 Cartwright Farm Ln",michael.mcmanus@equitable.com,,Salesforce
11235850,Inactive Investor,Roy McGuffin,Financial Advisor;Senior Director,Kapstone Financial Advisors LLC,roy.mcguffin@kapstoneadvisors.com,,Salesforce
11175616,Inactive Investor,Voselyn Williams-Barnes,Senior Client Service Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,voselyn.williams-barnes@morganstanley.com,,Salesforce
10918899,Inactive Investor,David Walkush,Portfolio Manager,"Breakwater Investment Group, LLC",,,Salesforce
10799001,Inactive Investor,Brett Stene,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",brett.stene@rbc.com,,Salesforce
10838323,Inactive Investor,Brian Russell,Founding Partner;Wealth Management Advisor,Rubicon Advisors,,,Salesforce
9559844,,Michael Zinser,,,michael.zinser@huntington.com,,List import
9635545,,Kenneth Wallace,,,kwallace@thepresidiogroup.com,,List import
11074563,Inactive Investor,Edwin Case,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",ed_case@ml.com,,Salesforce
11192744,Inactive Investor,George Vogel,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",george.vogel@wellsfargo.com,,Salesforce
11085637,Inactive Investor,Brittney Cicchetti,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 3375 Bass Lake Rd",brittney.cicchetti@wellsfargo.com,,Salesforce
10769378,Inactive Investor,Lisa Christie,,LPL Financial LLC Hoffman Estates IL 2200 W Higgins Rd,lisa.czarnecki@lpl.com,,Salesforce
11151796,Inactive Investor,Grant Williams,,"Raymond James Financial Services, Inc. Scottsdale AZ 15505 N Scottsdale Rd",grant.williams@raymondjames.com,,Salesforce
11007839,Inactive Investor,Stephanie Acosta,,"Calton & Associates, Inc. Jasper TX 150 W Gibson St",sacosta@calton.com,,Salesforce
10968592,Inactive Investor,Jill Stechschulte,,"Osaic Wealth, Inc. Columbus Grove OH 211 W Sycamore St",jstechschulte@osaicwealth.com,,Salesforce
10998552,Inactive Investor,Alfredo Ramirez,,J.P. Morgan Securities LLC Miami FL 3015 Grand Ave,alfredo.x.ramirez@chase.com,,Salesforce
9593905,,Johnny Tang,,,qcil467@gmail.com,,List import
9636168,,Daniel Rosenbloom,,,drosenbloom@firstmanhattan.com,,List import
11132357,Inactive Investor,Steven Pullan,,Sigma Financial Corporation Las Vegas NV Private Residence,,,Salesforce
11099796,Inactive Investor,Damien Peterson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
234912,, -,,[[Unknown]],manishchoudhary190490@gmail.com,,
9621236,,Randall Glass,,,glassran@gmail.com,,List import
9641201,,rong Chen,,,1240628940@qq.com,,List import
10994437,Inactive Investor,Anthony Moreno,,PFS Investments Inc. Oxnard CA 3401 W 5th St,amoreno@primerica.com,,Salesforce
11044373,Inactive Investor,Derek Nelson,Financial Advisor,Edward Jones Johnston IA 8460 Birchwood Ct,derek.nelson@edwardjones.com,,Salesforce
11059867,Inactive Investor,Anand Bhakta,Supervisory Principal,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10849120,Inactive Investor,Patrick Beresh,Chief Compliance Officer;Owner;Principal,PMB Advisors,,,Salesforce
11103010,Inactive Investor,William Brunner,Financial Advisor,Edward Jones Henderson KY 2630 US Hwy 41 N,william.brunner@edwardjones.com,,Salesforce
9641700,,Jamie Henry,,,jamielamador@gmail.com,,List import
10914171,Inactive Investor,Jerry Sleight,,"FBL Marketing Services, LLC Roosevelt UT 58 E 100 N",jsleight@fbfs.com,,Salesforce
9550476,,Philip Acinapuro,,,acinapuro@scottscove.com,,List import
9628176,,Adam Nowak,,,nowak.adam@gmail.com,,List import
10792850,Inactive Investor,Doane Harrison,Wealth Manager,Merit Financial Advisors Norman OK 131 E Main St,,,Salesforce
11206159,Inactive Investor,Geoff Davis,,LPL Financial LLC Marquette MI 329 W Washington St,geoff.davis@lpl.com,,Salesforce
10998383,Inactive Investor,Yang Xu,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Partner,UP Fintech Asset Management Newtown Square PA 3803 W Chester Pike,,,Salesforce
11105202,Inactive Investor,Justin Broderick,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Yorkville IL 110 E Veterans Pkwy,justin.broderick@jpmorgan.com,,Salesforce
11121162,Inactive Investor,John Kearns,Financial Advisor;Investing with Impact Director;Senior Institutional Consultant;Senior Vice President - Wealth Management,Morgan Stanley Reston VA 11951 Freedom Dr,j.patrick.kearns@morganstanley.com,,Salesforce
11131858,Inactive Investor,James Fulton,,"Liberty Partners Financial Services, LLC",,,Salesforce
10793117,Inactive Investor,Mathew Welsh,Financial Planner,Advisor Resource Council,,,Salesforce
9582030,,Kenneth Cameranesi,,,kenneth.cameranesi@usbank.com,,List import
11178624,Inactive Investor,Magdarys Raleigh,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9617648,,Amy Redenbaugh,,,acoleman@thomabravo.com,,List import
10817704,Inactive Investor,Mark Hembling,Financial Advisor,Edward Jones Fort Myers FL 8880 Gladiolus Dr,mark.hembling@edwardjones.com,,Salesforce
9582787,,Steve Walther,,,s.walther@fi.com,,List import
11212494,Inactive Investor,Sonnia Viyella,Managing Director;Wealth Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",sonnia.viyella@raymondjames.com,,Salesforce
11166362,Inactive Investor,Jesse Vitu,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,,,Salesforce
11090158,Inactive Investor,James Tuohey,Founding Partner;Partner,Garland and Greenwood Wealth Advisors LLC,,,Salesforce
11188319,Inactive Investor,Robert Kish,Vice President,PNC Investments Columbiana OH 123 S Main St,,,Salesforce
10816032,Inactive Investor,John Willis,First Vice President - Wealth Management;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,john.willis@ubs.com,,Salesforce
10959781,Inactive Investor,Kristin Avellino,,Vanguard Marketing Corporation,kristin_avellino@vanguard.com,,Salesforce
10658095,,Ayub Mohammed,,,ayub.f.mohammed@jpmorgan.com,,List Import
9646051,,Jack Choi,,,choi.jack@yahoo.com,,List import
11128824,Inactive Investor,Richard Mckone,Personal Financial Consultant,PFS Investments Inc. Rogers AR 2608 N 2nd St,rmckone@primerica.com,,Salesforce
9624874,,stephane tari,,,stephanetari@hotmail.com,,List import
10789957,Inactive Investor,Barry Goldblatt,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",barry.goldblatt@ml.com,,Salesforce
11035912,Inactive Investor,David Vaughan,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",david_n_vaughan@ml.com,,Salesforce
11050470,Inactive Investor,Robert Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.williams@fmr.com,,Salesforce
11200804,Inactive Investor,Robby Bryant,Chief Compliance Officer;President,"Magnolia Financial Planning Services, Inc.",,,Salesforce
337267,,R R,,[Unknown],ray@ray.com,,source
48955,,Zachary Lickteig,Retirement Sales Representative,"Principal Securities, Inc.",lickteig.zachary@principal.com,704-586-0004,
9588031,,Vincent Reyna,,,vreyna@pennybackercap.com,,List import
11025556,Inactive Investor,Roger Skeen,,"Truist Investment Services, Inc. Midlothian VA 15601 City View Dr",roger.skeen@truist.com,,Salesforce
10765771,Inactive Investor,Dana Keener,Senior Client Service Associate,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,dana.keener@ubs.com,,Salesforce
11003621,Inactive Investor,Wyatt Doty,,PFS Investments Inc. Addison TX 4821 Keller Springs Rd,wyatt.doty@primerica.com,,Salesforce
11122478,Inactive Investor,Jamaal Potter,,B. Riley Wealth Management Westbury NY 1400 Old Country Rd,,,Salesforce
10616752,,Christine Kusher,,,christine.kusher@lpl.com,,List Import
11146067,Inactive Investor,Timothy Miller,,"Monocacy Wealth Management, LLC",,,Salesforce
10350650,,Pranav Vithlani,,,p2330653@gmail.com,,Web Form Fillout
10842780,Inactive Investor,David Maniet,Financial Advisor,LPL Financial LLC Pittsburgh PA 1653 McFarland Rd,david.maniet@lpl.com,,Salesforce
10910336,Inactive Investor,Norman Dubuisson,,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",norman.dubuisson@valic.com,,Salesforce
10756989,Inactive Investor,Christopher Nauer,Financial Advisor,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,christopher.nauer@morganstanley.com,,Salesforce
11043838,Inactive Investor,Sarah Ndagire,,J.P. Morgan Securities LLC Vancouver WA 1205 Broadway St,,,Salesforce
10921292,Inactive Investor,Max Penn,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
9570228,,Andre Khalfayan,,,akhalfayan@corriganfinancialinc.com,,List import
10894049,Inactive Investor,Nathan Pujanes,,J.P. Morgan Securities LLC Corona CA 360 N McKinley St,nathan.pujanes@jpmorgan.com,,Salesforce
10813746,Inactive Investor,Brad Ludwig,Financial Advisor,Edward Jones Cascade IA 100 Fox St SE,brad.ludwig@edwardjones.com,,Salesforce
11220455,,Justin Zeller,,,jzeller@ftportfolios.com,,Other
9553608,,Charles Stack,,,charles.stack@flashstarts.com,,List import
11125108,Inactive Investor,Jordon Stutts,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10952145,Inactive Investor,Bradley Rosenberg,,"Allstate Financial Services, LLC Merrick NY 174 Merrick Rd",bradleyrosenberg@allstate.com,,Salesforce
11126111,Inactive Investor,Randy McQueen,Investment Advisor Representative,"Osaic Wealth, Inc. Leawood KS 12405 Beverly St",,,Salesforce
11297119,Inactive Investor,Richard Tseng,"Senior Portfolio Manager, ETF Investment Strategist (Equity and Fixed Income Model Portfolios)",Bank of America Merrill Lynch,richard.tseng@bofa.com,800-637-7455,Salesforce
10488265,,Joseph Quinn,,"Kestra Advisory Services, LLC",dfwpozguy@aol.com,,List Import
348768,,Gilbert Garcia,"Managing Partner, Director Of Fixed Income",Garcia Hamilton & Associates Lp,ggarcia@garciahamiltonassociates.com,713-853-2322,Manual List Upload
217946,,Michael Bartley,,[Unknown],billythesheep568@gmail.com,,Direct
11121319,Inactive Investor,Prudence Dowling,,Edward Jones Reno NV 140 W Huffaker Ln,,,Salesforce
10894229,Inactive Investor,Robert O'Neill,Financial Consultant,Thrivent Investment Management Inc. Dedham MA 3 Allied Dr,robert.oneill@thrivent.com,,Salesforce
11014773,Inactive Investor,William Smallwood,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10793328,Inactive Investor,Allen Robbins,,"Ameritas Investment Company, LLC Mccleary WA Private Residence",arobbins@ameritas.com,,Salesforce
10661689,,Jeffrey Cohen,,,jeffrey@quantum-usaci.com,,List Import
10851020,Inactive Investor,Kevin Willmot,Financial Advisor,Edward Jones Greenville SC 55 Beattie Pl,kevin.willmot@edwardjones.com,,Salesforce
11002809,Inactive Investor,Claudia Barber,,J.P. Morgan Securities LLC Wayne PA 708 Lancaster Ave,claudia.barber@jpmorgan.com,,Salesforce
10974534,Inactive Investor,Yaakov Musheyev,,J.P. Morgan Securities LLC,yaakov.musheyev@jpmorgan.com,,Salesforce
9629049,,Phillip Crosby,,,pcbffo@yahoo.com,,List import
9631441,,Luokin Mousicki,,,bojanspurs@gmail.com,,List import
11039395,Inactive Investor,Jose Perez,,"Wells Fargo Clearing Services, LLC Napa CA 901 Main St",jose.m.perez@wellsfargo.com,,Salesforce
11042188,Inactive Investor,Gregory Reddell,,State Farm VP Management Corp. Salisbury MD 715 E William St,,,Salesforce
11260357,Inactive Investor,Andrew Kahan,Financial Advisor,LPL Financial LLC York PA 220 Saint Charles Way,,,Salesforce
10760888,Inactive Investor,Walter Stucker,Financial Advisor;Managing Director;Portfolio Manager,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",walter.stucker@wellsfargoadvisors.com,,Salesforce
11154195,Inactive Investor,Darrell Amsden,,"Equity Services, Inc. Southlake TX 950 E State Hwy 114",damsden@nlvmail.com,,Salesforce
10887126,Inactive Investor,Laura Thuener,Wealth Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10644653,,Christopher Okeeffe,,,christopher.okeeffe@macquarie.com,,List Import
11072371,Inactive Investor,Bruce Stratton,,"OneAmerica Securities, Inc. Laguna Niguel CA 27631 La Paz Rd",bruce.stratton@oneamerica.com,,Salesforce
11138433,Inactive Investor,Cynthia Harless,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",cindy.harless@raymondjames.com,,Salesforce
10877733,Inactive Investor,Lisa Patton,Chief Compliance Officer;Director - Human Resources;Partner,"Patton Albertson Miller Group, LLC",lisa@pamwealth.com,,Salesforce
11042847,Inactive Investor,Peter Willcox,Senior Advisor,"Affinity Investment Group, LLC",peter@affinityinvestmentgroup.com,,Salesforce
10835756,Inactive Investor,Andrew Tomlinson,,"American Portfolios Financial Services, Inc. Sterling Heights MI 13854 Lakeside Cir",atomlinson@americanportfolios.com,,Salesforce
10932040,Inactive Investor,Samuel Chavarria,Financial Services Representative,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",schavarria@financialguide.com,,Salesforce
10920625,Inactive Investor,Eric Morris,,Cary Street Partners Greenville SC 20 Mills Ave,,,Salesforce
10972942,Inactive Investor,Ya Zhao,,J.P. Morgan Securities LLC New York NY 176 Canal St,ya.zhao@jpmorgan.com,,Salesforce
10689426,,Sajal Sharma,,,sajal.4591@gmail.com,,Web Form Fillout
11007500,Inactive Investor,Kayla Acton,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",kayla.acton@ml.com,,Salesforce
11185776,Inactive Investor,Robert Ostermeier,,PFS Investments Inc. Springfield IL 2815 Old Jacksonville Rd,robert.ostermeier@primerica.com,,Salesforce
11102028,Inactive Investor,Judith Espinosa,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10620073,,Evan Serwinski,,,eserwinski@tcwealthpartners.com,,List Import
11200133,Inactive Investor,Henry Silva,Wealth Management Advisor,"Apollon Wealth Management, LLC Miami FL 19505 Biscayne Blvd",henry.silva@apollonwealth.com,,Salesforce
11211650,Inactive Investor,Jairo Chaux,,"Pruco Securities, LLC. Clifton NJ 99 1st St",jairo.chaux@prudential.com,,Salesforce
11112074,Inactive Investor,Mark Krebs,Financial Advisor;Lending Specialist;Vice President,Morgan Stanley Louisville KY 4969 US Hwy 42,mark.krebs@morganstanley.com,,Salesforce
10805566,Inactive Investor,Fjolla Isufaj,Executive Director;Senior Branch Manager,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",fjolla.isufaj@wellsfargoadvisors.com,,Salesforce
10842901,Inactive Investor,Anthony Lombardi,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",anthony.lombardi@ml.com,,Salesforce
11171707,Inactive Investor,Olivia Karach,Investment Specialist,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,olivia.karach@jpmorgan.com,,Salesforce
371942,,Frank Li,,United States,frankfli100@gmail.com,,Salesforce
9627902,,Erica Murphy,,,murphyerica1979@gmail.com,,List import
9618245,,Gina Douglas,,,gina.douglas@wolfrivercap.com,,List import
11167449,Inactive Investor,Nicholas Pomeroy,,Morgan Stanley Westborough MA 1 Technology Dr,,,Salesforce
9548041,,Wen Lee,,,agandg@gmail.com,,List import
10764317,Inactive Investor,Daniel Mancuso,,Paulson Investment Company LLC,dmancuso@paulsoninvestment.com,,Salesforce
10969015,Inactive Investor,Alexander Foran,Specialist,"Charles Schwab & Co., Inc. Denver CO 7001 E Belleview Ave",,,Salesforce
10894686,Inactive Investor,Peggy Kelleher,Financial Advisor,LPL Financial LLC Boynton Beach FL 1200 S Federal Hwy,peggy.kelleher@lpl.com,,Salesforce
11197695,Inactive Investor,William Jakes,Financial Advisor,Edward Jones Oxford NC 110 Hillsboro St,will.jakes@edwardjones.com,,Salesforce
10985073,Inactive Investor,Keith Sciarra,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,keith_sciarra@vanguard.com,,Salesforce
10898778,Inactive Investor,Clint Adams,Wealth Advisor,LPL Financial LLC Dallas TX 17950 Preston Rd,clint.adams@lpl.com,,Salesforce
11165780,Inactive Investor,Antonio Lopez,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Santa Fe NM 315 Paseo de Peralta",antonio.lopez@wellsfargoadvisors.com,,Salesforce
10800888,Inactive Investor,James Burnett,Managing Director;Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",jim.burnett@raymondjames.com,,Salesforce
10933585,Inactive Investor,Karen Kenney,,LPL Financial LLC Warminster PA 607 Louis Dr,karen.kenney@lpl.com,,Salesforce
11077604,Inactive Investor,Rajiv Eluthesen,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",rajiv.eluthesen@ml.com,,Salesforce
11195349,Inactive Investor,Markus Thomas,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11205235,Inactive Investor,Luke Kapolnek,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",luke.kapolnek@prudential.com,,Salesforce
9594179,,Antoine Smalls,,,asmalls@ciminvests.com,,List import
10645090,,Brian Oleniczak,,,boleniczak@williamblair.com,,List Import
9589456,,Nicholas Batts,,,nbatts87@gmail.com,,List import
9573894,,Mark Wasikonis,,,mwasikonis@massmutual.com,,List import
9556433,,Justin Wilson,,,justin.wilson@53.com,,List import
9622343,,bagguo guo,,,bagguo@hotmail.com,,List import
9606530,,Stephen Jamison,,,ssj@jamisoncp.com,,List import
10617969,,Brian Terry,,,brian.terry@wellsfargoadvisors.com,,List Import
10993413,Inactive Investor,Joshua Aguilar,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
27981,,Seang Dararasmey,,No,dararasmeyseang75@gmail.com,81858524,
9592157,,Robert Moise,,,robert@jacksonfinancial.org,,List import
11194499,Inactive Investor,Matthew Delphais,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10906308,Inactive Investor,Jacqueline Ballola,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,jacqueline.ballola@citigroup.com,,Salesforce
10861358,Inactive Investor,Brenda Henning,,State Farm VP Management Corp. Seward NE 23 Main St,,,Salesforce
11233409,Inactive Investor,Kimberly Smith,,"Osaic FA, Inc. Madison WI 406 Science Dr",,,Salesforce
11202321,Inactive Investor,Verma Bland,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,cbland@ft.newyorklife.com,,Salesforce
11049885,Inactive Investor,Amy Henry,,State Farm VP Management Corp. Fishers IN 7319 E 116th St,amy.henry.hdnb@statefarm.com,,Salesforce
10899112,Inactive Investor,Kelly Garrow,Financial Planner,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,kgarrow@rwbaird.com,,Salesforce
10897625,Inactive Investor,Melissa Bestul,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Brainerd MN 320 S 6th St",melissa.bestul@usbank.com,,Salesforce
11222889,,Robert Nurse,,,anurse@merceradvisors.com,,List Import
11068526,Inactive Investor,Marvin Franklin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Coppell TX Private Residence",marvin_franklin@ml.com,,Salesforce
9548881,,Kristi Gomez,,,kristigomez@financialguide.com,,List import
11027046,Inactive Investor,Diana Gee,,J.P. Morgan Securities LLC Valley Stream NY 1200 West Walk,diana.gee@chase.com,,Salesforce
9643278,,Vadim Korolev,,,ghostracermsk@yandex.ru,,List import
10936077,Inactive Investor,Jane Khalaf,,LPL Financial LLC Los Altos CA 280 2nd St,jane.khalaf@lpl.com,,Salesforce
9557926,,julia Michael,,,gllenhallmin48349@gmail.com,,List import
11001317,Inactive Investor,Jeffrey Proeh,,"Concorde Investment Services, LLC East Setauket NY 61 Rte 25a",,,Salesforce
10515586,,Donald Green,,,donagre7@gmail.com,,Web Form Fillout
10849953,Inactive Investor,Scott Brady,,"The Investment Center, Inc. Spring Lake NJ 419 State Rte 71",sbrady@investmentctr.com,,Salesforce
9625865,,hakan efsan,,,hakanefsan@gmail.com,,List import
10986806,Inactive Investor,Suzanne Jones,,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",,,Salesforce
9543010,,Rodrigo Varas,,,rvarasmi@tepper.cmu.edu,,List import
10487418,,Robert Britt,Practice Director,Level Four Advisory Services,lbritt@levelfourfinancial.com,,List Import
10752964,Inactive Investor,Daniel Milnamow,Investment Manager,"Ameriprise Financial Services, LLC Farmington MI 33493 W 14 Mile Rd",daniel.t.milnamow@ampf.com,,Salesforce
344813,,Ryan Spohn,CFO,Sikich Financial,ryan.spohn@sikich.com,217-862-1843,Manual List Upload
10919654,Inactive Investor,Robert Skloff,Chief Compliance Officer;Founder;Managing Director;Member;Portfolio Manager,"Silver Pine Capital, LLC",rob@silverpinecapital.com,,Salesforce
10888682,Inactive Investor,Jim Hunter,,"Osaic Wealth, Inc. Louisville KY 325 W Main St",,,Salesforce
10506109,,Jason Blandford,CFP,Vestor Capital,jblandford@vestorcapital.com,312-641-2400,List import
11206364,Inactive Investor,Simon Bloomfield,,NYLIFE Securities LLC Brewster MA Private Residence,sbloomfield@ft.newyorklife.com,,Salesforce
10997000,Inactive Investor,Michael Schutza,,Cetera Advisors LLC Benton LA Private Residence,,,Salesforce
10646125,,Patricia Sorensen,,,patricia@sorensenfinancial.com,,List Import
11059953,Inactive Investor,Alex Webster,Financial Advisor,Edward Jones Gonzales TX 624 Saint Paul St,alex.webster@edwardjones.com,,Salesforce
346191,,Sherri Prim,,Mcmill Cpa And Advisors,sherrip@wealthfirm.info,402-371-1160,Manual List Upload
10891703,Inactive Investor,Zachary Ginsburg,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Alameda CA 2270 Otis Dr,zachary.ginsburg@jpmorgan.com,,Salesforce
11063748,Inactive Investor,Julie Johns,,"Wealth Enhancement Brokerage Services, LLC",jjohns@wealthenhancement.com,,Salesforce
11029770,Inactive Investor,John Huber,,CIBC World Markets Corp. Chicago IL 181 W Madison St,john.huber@cibc.com,,Salesforce
9554609,,Robert Santoriello,,,robert.santoriello@securitiesamerica.com,,List import
10788473,Inactive Investor,Balisha Merritt,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",balisha.merritt@53.com,,Salesforce
9642561,,mohammad yousefu,,,mohammadyousefi68858@gmail.com,,List import
11086655,Inactive Investor,David Bizjak,,"Raymond James Financial Services, Inc. Solon OH 33505 Solon Rd",david.bizjak@raymondjames.com,,Salesforce
11211723,Inactive Investor,Hugh Patton,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",hugh.s.patton@ampf.com,,Salesforce
10952993,Inactive Investor,Seungheon Kang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Teaneck NJ 790 Palisade Ave",seungheon.kang@ml.com,,Salesforce
10864577,Inactive Investor,Joseph Troy,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",joseph.e.troy@ampf.com,,Salesforce
10488159,,Rodney McLeod,"Financial Advisor, Vice President",Morgan Stanley,rodney.mcleod@morganstanley.com,,List Import
10796872,Inactive Investor,Michael Williams,,LPL Financial LLC Exton PA 224 Valley Creek Blvd,michaelcf.williams@lpl.com,,Salesforce
11183818,Inactive Investor,Anthony Sandoval,,Fidelity Brokerage Services LLC Mount Kisco NY Private Residence,,,Salesforce
10941079,Inactive Investor,Jordan Berry,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10776195,Inactive Investor,Richard Edmonds,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
10996017,Inactive Investor,Brandon Fresch,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11125838,Inactive Investor,Dandi Amerin,,"FBL Marketing Services, LLC Liberal KS 1010 N Kansas Ave",dandi.amerin@fbfs.com,,Salesforce
10827724,Inactive Investor,Judson Myers,Chief Investment Officer;Director;Owner,Regency Investment Advisors Inc,jmyers@regencyinvests.com,,Salesforce
11084767,Inactive Investor,Jason Page,,"Wells Fargo Advisors Financial Network, LLC Victoria TX 101 W Goodwin Ave",jason.page@wfafinet.com,,Salesforce
246028,,Not Provided,,Georgetown,as4666@georgetown.edu,,Manual List Upload
11262005,Inactive Investor,Daniel Ferreira,Quantitative Analyst,Daniel Ferreira,daniel.ferreira@tudor.com,1-212-602-6700,Warm Lead
11209746,Inactive Investor,Nicholas Pascoe,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,nicholas.pascoe@fidelity.com,,Salesforce
10801196,Inactive Investor,Brett Hoffman,Financial Advisor,Commonwealth Financial Network Rockville MD 1445 Research Blvd,bhoffman@commonwealth.com,,Salesforce
10919774,Inactive Investor,Jeffrey Mussatt,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner;Principal,"CrossGrain Family Investments, LLC",,,Salesforce
10824457,Inactive Investor,Garrett Thrift,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton MD 114 Bay St",garrett.thrift@ml.com,,Salesforce
9612078,,ROSALY HOLMES,,,rozbfreenow@outlook.com,,List import
10762050,Inactive Investor,Keron Goldberg,Senior Client Associate,Morgan Stanley New York NY 55 E 52nd St,keron.goldberg@morganstanley.com,,Salesforce
9543186,,Carlos Revoredo,,,cmrevoredo@gmail.com,,List import
10910629,Inactive Investor,Stephanie Mushenheim,,Key Investment Services LLC,stephanie.mushenheim@key.com,,Salesforce
11114764,Inactive Investor,Daniel Howard,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",daniel_howard@ml.com,,Salesforce
11093991,Inactive Investor,David Marchan,,NYLIFE Securities LLC New York NY 420 Lexington Ave,,,Salesforce
9595776,,Kelly Monroe,,,kmonroe@thekey2retire.com,,List import
10849156,Inactive Investor,Junmin Chang,Chief Compliance Officer;Chief Executive Officer;Principal,Cannon Beach Financial Advisors,,,Salesforce
10643990,,Thomas Bolanowski,,,tbolanowski@brileywealth.com,,List Import
10995413,Inactive Investor,Sarah Bolous,,LPL Financial LLC Chicago IL 8750 W Bryn Mawr Ave,sarah.bolous@lpl.com,,Salesforce
9545793,,Peter Reuschel,,,peter.reuschel@leondra.de,,List import
9620320,,Mark Silverman,,,mark@carecast.com,,List import
9582373,,Frank Loverro,"Co-Chief Executive Officer, Limited Partner, Managing Director","Kelso & Company, L.P.",floverro@kelso.com,,List import
10979915,Inactive Investor,Edward Lynch,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10982255,Inactive Investor,Altresa Allen,,J.P. Morgan Securities LLC Dallas TX 16831 Coit Rd,altresa.allen@jpmorgan.com,,Salesforce
10763352,Inactive Investor,Teresa Frazier,Account Executive,Janney Montgomery Scott LLC Columbus OH 716 Mt Airyshire Blvd,tfrazier@janney.com,,Salesforce
11002508,Inactive Investor,Kavian Burke,,B. Riley Wealth Management Poughkeepsie NY 11 Raymond Ave,kavian.burke@lpl.com,,Salesforce
11082834,Inactive Investor,Daniel Holloway,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",daniel.holloway@bankerslife.com,,Salesforce
10613577,,Catherine Brown,"Financial Advisor, Senior Vice President - Wealth Management",,catherine.a.brown@ubs.com,,List Import
68446,,Manuel Rosado,President And Partner,"Spectrum Investment Advisors, Inc.",mrosado@spectruminvestor.com,262-238-4010,Manual List Upload
11106498,Inactive Investor,Mark Schuehler,Financial Advisor Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,mark.schuehler@morganstanley.com,,Salesforce
11159451,Inactive Investor,Stephen Barron,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",stephen.e.barron@ml.com,,Salesforce
10919249,Inactive Investor,Peter Lengsfeld,Financial Advisor;Wealth Manager,A & I Wealth Management,,,Salesforce
9596899,,peer levi,,,plslevi@gmail.com,,List import
11012406,Inactive Investor,Cameron Page,Financial Advisor,"MML Investors Services, LLC Oklahoma City OK 6305 Waterford Blvd",,,Salesforce
10616256,,Susan Moser,,,sue.moser@lpl.com,,List Import
11207762,Inactive Investor,Rony Polanco,,Morgan Stanley New York NY 1 New York Plz,rony.polanco@morganstanley.com,,Salesforce
10926193,Inactive Investor,Kevin Ridenour,,Cetera Advisors LLC Wichita Falls TX 2629 Plaza Pkwy,,,Salesforce
11217899,,Olivia Allen,,,olivia.allen@jpmorgan.com,,List Import
9607892,,Antoine Tan,,,antoine.tan@iiicm.com,,List import
373281,,Maria Pirgousis,,[Unknown],epicfoodsny@gmail.com,,source
11102210,Inactive Investor,Michael Finn,,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
11041008,Inactive Investor,Justin Naylor,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",justin.r.naylor@nm.com,,Salesforce
10911777,Inactive Investor,Gerardo Soriano,Financial Advisor,LPL Financial LLC Bloomingdale IL 170 S Bloomingdale Rd,gerry.soriano@lpl.com,,Salesforce
10872624,Inactive Investor,Markus Sleuwen,Chief Compliance Officer;Partner,"Waverly Advisors, LLC",markus.sleuwen@waverly-advisors.com,,Salesforce
10925642,Inactive Investor,Marissa Shey,,Citigroup Global Markets Inc.,,,Salesforce
10928768,Inactive Investor,Robert Mourad,Chief Investment Officer;Chief Portfolio Strategist;Executive Director,"Galliott Capital Advisors, LLC",robert.mourad@galliott.com,,Salesforce
11199488,Inactive Investor,James Eidson,Financial Advisor,Edward Jones Owatonna MN 112 W Broadway St,mike.eidson@edwardjones.com,,Salesforce
10769726,Inactive Investor,Norman Pappas,,The Enterprise Securities Company,npappas@pappasfinancial.com,,Salesforce
11210776,Inactive Investor,Benjamin Griffin,,Fidelity Brokerage Services LLC,,,Salesforce
9546173,,Hanyu Chew,,,chewhanyu@gmail.com,,List import
10821654,Inactive Investor,Christopher D'Andrea,Financial Advisor,"Ameriprise Financial Services, LLC Palm Bay FL 5240 Babcock St NE",christopher.dandrea@ampf.com,,Salesforce
9605350,,Michael Harrington,,,mharrington@bmtc.com,,List import
10806746,Inactive Investor,Joshua Lynch,,"SWBC Investment Services, LLC",jlynch@swbc.com,,Salesforce
10797739,Inactive Investor,Cheryl Broderson,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",cheryl.broderson@wellsfargoadvisors.com,,Salesforce
9569814,,Alexander Libin,,,alex@shannonpartners.com,,List import
11094023,Inactive Investor,Yue Huang,,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
11016144,Inactive Investor,Emily Newman,Investment Consultant,"Charles Schwab & Co., Inc. New York NY 915 Broadway",emily.newman@schwab.com,,Salesforce
9601980,,SB Choi,,,sbchoi@outlook.kr,,List import
343499,,Adam Lowenberg,"Cmo, General Manage",Primary Wave Ip Investment Management Llc,alowenberg@primarywave.com,212-661-6990,Manual List Upload
10979562,Inactive Investor,Jeffrey Nishijima,Private Client Advisor,J.P. Morgan Securities LLC Orem UT 1115 S 800 E,jeffrey.nishijima@jpmorgan.com,,Salesforce
11196548,Inactive Investor,Trey Vavra,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10906791,Inactive Investor,Jennifer Bohning-Varrieur,,"Mutual of Omaha Investor Services, Inc. Braintree MA 30 Braintree Hill Office Park",jennifer.bohning@mutualofomaha.com,,Salesforce
11217555,,Dominic Wermuth,,,dominic.wermuth@jpmorgan.com,,Other
10959014,Inactive Investor,Kanav Mahajan,,Goldman Sachs & Co.,,,Salesforce
10942893,Inactive Investor,Kolby Schlueter,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",kolby.schlueter@nm.com,,Salesforce
11023303,Inactive Investor,Glenn Grimes,,"Centaurus Financial, Inc. Lewisville TX 2570 Justin Rd",rgrimes@cfiemail.com,,Salesforce
11188389,Inactive Investor,Eugene Zilliox,,"Osaic FA, Inc. Gilbert AZ Private Residence",eugene.zilliox@lfg.com,,Salesforce
232991,, -,,[Unknown],lisa.serbaniewicz@jamestownlp.com,,
11060923,Inactive Investor,Olga Fridgen,,Jefferies LLC,ofridgen@jefferies.com,,Salesforce
11012841,Inactive Investor,Anthony Finch,,"Geneos Wealth Management, Inc. Foxfield CO Private Residence",,,Salesforce
11113210,Inactive Investor,Nicole Rowe,Financial Advisor,"Ameriprise Financial Services, LLC Tucson AZ 1715 E Skyline Dr",nicole.a.rowe@ampf.com,,Salesforce
10998822,Inactive Investor,Lubna Washington,,J.P. Morgan Securities LLC Brooklyn NY 1308 Fulton St,lubna.washington@jpmorgan.com,,Salesforce
9581582,,Daniel Stober,,,dstober@hightoweradvisors.com,,List import
10930481,Inactive Investor,Matthew Gillette,Founder;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",matthew.gillette@nm.com,,Salesforce
10641413,,Orlando Rios,,,gtogzzk@iclocd.com,,Web Form Fillout
11188325,Inactive Investor,Michael Androulakis,,"Alexander Capital, L.P.",mandroulakis@alexandercapitallp.com,,Salesforce
10916909,Inactive Investor,Billie Feehery,,"Farmers Financial Solutions, LLC Houston TX 2925 Briarpark Dr",,,Salesforce
10826976,Inactive Investor,Bruce Graev,Wealth Advisor,LPL Financial LLC Naples FL 4524 Silver Fox Dr,bruce.graev@lpl.com,,Salesforce
10868100,Inactive Investor,Branden Sears,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",branden.sears@raymondjames.com,,Salesforce
11083622,Inactive Investor,Abigail Mclellan,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",abigail.mclellan@nm.com,,Salesforce
9627124,,Dave Berry,,,dave@firstcapitoladvisors.co,,List import
10995077,Inactive Investor,Tyler Smith,,J.P. Morgan Securities LLC West Chester OH 7722 Cox Ln,,,Salesforce
9641753,,Jeffrey Sadowsky,,,jeffrey.sadowsky@gmail.com,,List import
9632804,,Danielle Caporale,,,danielle.caporale@gmail.com,,List import
10837292,Inactive Investor,Kelly Crisp,Principal,Edward Jones Washington NC Private Residence,,,Salesforce
9646579,,Wojciech Starczewski,,,starczewskiwojciech@gmail.com,,List import
10491640,,sandi satria,,,sanstria424@gmail.com,,Web Form Fillout
10770016,Inactive Investor,Brett Seymour,,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",bseymour@financialguide.com,,Salesforce
10937200,Inactive Investor,Roxana Farrar,Business Development Manager;Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,roxana.farrar@morganstanley.com,,Salesforce
11004175,Inactive Investor,Jordan Trzepacz,,"MML Investors Services, LLC",,,Salesforce
9605863,,Kurt Brown,,,kbrown@stockmanbank.com,,List import
9612865,,Max Phoon,,,yattatt@gmail.com,,List import
11204040,Inactive Investor,Karin Tyson,,Prime Capital Financial Houston TX 2600 S Gessner Rd,ktyson@pciawealth.com,,Salesforce
10991260,Inactive Investor,Richard Susanto,,"Farmers Financial Solutions, LLC Long Beach CA 1725 E 7th St",rsusanto@farmersagent.com,,Salesforce
10930811,Inactive Investor,Robert Ferguson,Assistant Vice President,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",,,Salesforce
11173434,Inactive Investor,Hallie Burden,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",hallie.burden@nm.com,,Salesforce
9593208,,Jan Waniek,,,jawancz@gmail.com,,List import
10823124,Inactive Investor,Jeffery Acheson,,"IFP Securities, LLC Powell OH 7540 Sawmill Pkwy",jeff.acheson@ifpartners.com,,Salesforce
11111764,Inactive Investor,Sara O'Connor,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9604010,,MARK YUSKO,,,pclark@morgancreekcap.com,,List import
10843743,Inactive Investor,Johann Klaassen,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President;Shareholder,"Horizons Sustainable Financial Services, Inc.",johann@horizonssfs.com,,Salesforce
10923185,Inactive Investor,Richard Taylor,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,Plan First Wealth LLC,,,Salesforce
10946781,Inactive Investor,Jianmin Zhao,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Saint Louis MO 12977 N 40 Dr",jianmin.zhao@tfaconnect.com,,Salesforce
10914461,Inactive Investor,Christine Schroeder,Managing Director;Private Wealth Manager,LPL Financial LLC Alexandria MN 510 22nd Ave E,christine.schroeder@lpl.com,,Salesforce
11190774,Inactive Investor,William Hudson,Chairman;Chief Executive Officer;Owner;Principal;Regulatory Contact,"Hudson Advisor Services, Inc.",,,Salesforce
9604653,,Anastasios Gioltzoglou,,,tasosgioltz@gmail.com,,List import
10789693,Inactive Investor,Mary Zimmerman,,LPL Financial LLC Chandler AZ 813 W Elliot Rd,mary.zimmerman@lpl.com,,Salesforce
10987816,Inactive Investor,Eulalio Diaz,,"Farmers Financial Solutions, LLC Los Angeles CA 11737 W Washington Blvd",,,Salesforce
9607444,,Huzaifah Mohd Jaafar,,,hudz.shisha@gmail.com,,List import
7038132,,Husnain Mawaia,,,virkhusnain893@gmail.com,,Web Form Fillout
352010,,Helen Pollard,Executive Assistant,"High Road Capital Partners, Llc",hpollard@highroadcap.com,212-554-3265,Manual List Upload
11191975,Inactive Investor,Brian Devlin,,"Raymond James & Associates, Inc.",brian.devlin@raymondjames.com,,Salesforce
9594134,,Emma Flaherty,,,emma.flaherty@b2c2.com,,List import
11128502,Inactive Investor,Hannah Bengtson,,"Northwestern Mutual Investment Services, LLC Baxter MN 8365 Brandon Rd",hannah.bengtson@nm.com,,Salesforce
11197536,Inactive Investor,Jammy Straub,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jammy.straub@schwab.com,,Salesforce
9611596,,John Geiger,,,catamaranjohn@gmail.com,,List import
10822640,Inactive Investor,Angela Johnson-Moore,Senior Financial Advisor;Vice President,"First Citizens Investor Services, Inc. Wilmington NC 8219 Market St",angela.johnson-moore@firstcitizens.com,,Salesforce
10849503,Inactive Investor,Houston Ingram,Financial Advisor;Investment Advisor Representative,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",ingram.doug@principal.com,,Salesforce
11127723,Inactive Investor,Anthony Crutchfield,Financial Advisor,LPL Financial LLC Raleigh NC 8319 Six Forks Rd,anthony.crutchfield@lpl.com,,Salesforce
9586226,,John Varick,,,john.varick@cambridgeresource.com,,List import
10915433,Inactive Investor,Brent Wichlacz,Financial Advisor,LPL Financial LLC Clarkston MI 8031 Ortonville Rd,brent.wichlacz@lpl.com,,Salesforce
11196543,Inactive Investor,Anne Hisle,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10922807,Inactive Investor,Salvador Ortiz,,"Allstate Financial Services, LLC Houston TX 6737 Airline Dr",salvadorortiz@allstate.com,,Salesforce
10864360,Inactive Investor,Michael Pollack,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,michael.pollack@primerica.com,,Salesforce
11162414,Inactive Investor,Michael Citron,,"Vanderbilt Securities, LLC Parsippany NJ 181 New Rd",,,Salesforce
11178290,Inactive Investor,Bradford Clinard,,LPL Financial LLC High Point NC 212 W Lexington Ave,brad.clinard@lpl.com,,Salesforce
10825341,Inactive Investor,Charles Lucy,Partner;Shareholder,Bay Rivers Group Wealth Partners,clucy@bayriversgroup.com,,Salesforce
11125363,Inactive Investor,Ryan Chenot,Financial Advisor,LPL Financial LLC Albany NY 4 Winners Cir,ryan.j.chenot@lpl.com,,Salesforce
229431,, -,,[[Unknown]],gteddy35@gmail.com,,
10865363,Inactive Investor,Nancy Epstein,,"Cambridge Investment Research, Inc. Oakland CA 6012 Monroe Ave",,,Salesforce
10773596,Inactive Investor,Chris Eldred,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,celdred@focusfinancial.com,,Salesforce
10656374,Inactive Investor,Anthony Falco,Director;President,"Monere Wealth Management, Inc.",afalco@monereinvestments.com,,List Import
11190019,Inactive Investor,Joshua Pella,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10985211,Inactive Investor,Jacky Chen,,J.P. Morgan Securities LLC Warren MI 28824 Dequindre Rd,jacky.j.chen@chase.com,,Salesforce
11130799,Inactive Investor,Colton Godbout,Financial Advisor,LPL Financial LLC Hinckley MN 103 Fire Monument Rd,colton.godbout@lpl.com,,Salesforce
2543906,,Ronald Ranc,,,ron@rfr2.com,,
9630417,,Amanda Blair,,,mandyfranklin5@gmail.com,,List import
10914721,Inactive Investor,Nancy Roach-Wilder,Financial Planner,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",nancy.roach@prudential.com,,Salesforce
11039646,Inactive Investor,Robert Moses,,"Kestra Investment Services, LLC Dallas TX 17300 Preston Rd",,,Salesforce
11051141,Inactive Investor,Sean Staggs,,J.P. Morgan Securities LLC Carmel IN 13085 Pettigru St,sean.p.staggs@chase.com,,Salesforce
9638768,,Cristina Br?zido,,,cristina.brizido@cgd.pt,,List import
9575916,,Taylor Bayer,,,taylor.bayer@bain.com,,List import
11228914,Inactive Investor,Gabrielle David,,J.P. Morgan Securities LLC Fenton MI 15000 Silver Pkwy,gabrielle.david@jpmorgan.com,,Salesforce
11015820,Inactive Investor,Keith Greenwald,Chief Compliance Officer;Chief Executive Officer;Managing Director;Managing Member;Partner,"Aprio Wealth Management, LLC",keith.greenwald@hawcpa.com,,Salesforce
349094,,Young Lee,Member,Abbott Capital Management Llc,ylee@abbottcapital.com,212-757-2700,Manual List Upload
11066278,Inactive Investor,Ronald DaPolito,,"Cambridge Investment Research, Inc. Olean NY Private Residence",,,Salesforce
10977335,Inactive Investor,Brian Thompson,,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",,,Salesforce
10992007,Inactive Investor,Michael Parker,,"Wells Fargo Clearing Services, LLC Los Angeles CA 11116 Palms Blvd",,,Salesforce
10612486,,James Famula,Financial Advisor,,james.famula@ampf.com,,List Import
10756097,Inactive Investor,Patrick Brosnihan,Account Vice President;Financial Advisor,UBS Financial Services Inc.,patrick.brosnihan@ubs.com,,Salesforce
11142439,Inactive Investor,Brian Cha,,"Pruco Securities, LLC. Lake Oswego OR 5500 Meadows Rd",brian.cha@prudential.com,,Salesforce
10954700,Inactive Investor,Eric Majewski,Financial Advisor,LPL Financial LLC Cranston RI 75 Sockanosset Cross Rd,eric.majewski@lpl.com,,Salesforce
10890440,Inactive Investor,Jacob Donsbach,,Country Capital Management Company Effingham IL 402 S 4th St,jacob.donsbach@countryfinancial.com,,Salesforce
11261317,Inactive Investor,Nicholas Rosa,Associate Financial Advisor,"Sensible Financial Planning and Management, LLC",nrosa@sensiblefinancial.com,,Salesforce
11049688,Inactive Investor,Michelle Hannan,Private Banker,"Wells Fargo Clearing Services, LLC Gilbert AZ 8196 S Power Rd",michelle.hannan@wellsfargoadvisors.com,,Salesforce
10987014,Inactive Investor,Hyun Soo Lee,Chief Investment Officer;Executive Vice President;Portfolio Manager,Taylor Advisory Group Fresno CA 410 W Fallbrook Ave,,,Salesforce
11149750,Inactive Investor,Karly Guiliano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",karly.guiliano@schwab.com,,Salesforce
10896071,Inactive Investor,Douglas Michie,Owner,Ventura Coast Wealth Management,doug@venturacoastwm.com,,Salesforce
9591849,,Keith Kennedy,,,keithekennedy@gmail.com,,List import
10923188,Inactive Investor,Brandon Fox,Associate Financial Advisor,"Ameriprise Financial Services, LLC Clearwater FL 2605 Enterprise Rd E",brandon.fox@ampf.com,,Salesforce
9612449,,Robert Takazawa,,,btakazawa@castleark.com,,List import
348241,,Ryan Ferguson,"Chief Financial Officer, Managing Member, Managing Partner, Regulatory Contact",Insight Wealth Partners,ryan.ferguson@insightwp.com,972-543-4800,Manual List Upload
11262279,Inactive Investor,Dan Weinberg,Portfolio Manager,Zazove Associates,dweinberg@zazove.com,1-775-298-7500,Warm Lead
11073855,Inactive Investor,David Lerner,Financial Services Representative,"Principal Securities, Inc. Gainesville FL 4881 NW 8th Ave",lerner.david@principal.com,,Salesforce
10820209,Inactive Investor,Gretchen Morse,Financial Advisor,Edward Jones Presque Isle ME 455 Main St,gretchen.morse@edwardjones.com,,Salesforce
9619329,,Ben Becker,,,ben.becker@nuanceinvestments.com,,List import
89194,,Eduardo Deguzman,,Lincoln Financial Advisors Corporation,ed.deguzman@lfg.com,800-237-3813,
9635371,,Rasmus Nemmoe,,,rnemmoe@lgminvestments.com,,List import
11162114,Inactive Investor,Paul Wilson,Financial Professional,LPL Financial LLC Broken Arrow OK 4101 N Lions Pl,paul.wilson@lpl.com,,Salesforce
11069421,Inactive Investor,John Haag,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.haag@tdameritrade.com,,Salesforce
10966985,Inactive Investor,James Amato,,"Equitable Advisors, LLC Midlothian VA 14406 Sommerville Ct",james.amato@equitable.com,,Salesforce
9549047,,Jason Holmes,,,kingmajiq@gmail.com,,List import
11133503,Inactive Investor,Sally Nelson,,"Central States Capital Markets, LLC Wichita KS 245 N Waco St",snelson@centralstatescapital.com,,Salesforce
9595335,,Clement Teden,,,clement@aowealth.com,,List import
11233827,Inactive Investor,Joseph Sabia,,Cetera Advisor Networks LLC Woodbury NY 137 Woodbury Rd,sabiaj@ceteranetworks.com,,Salesforce
203460,,Robert Hobe',,Retired,eck33@yahoo.com,7722883080,Paid Search
11073771,Inactive Investor,Cynthia Chamberlayne,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,cynthia.chamberlayne@bnymellon.com,,Salesforce
11128394,Inactive Investor,Miguel Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",,,Salesforce
11184857,Inactive Investor,Eleanor Deskin,,Aviso Wealth Management Bradenton FL Private Residence,,,Salesforce
11183666,Inactive Investor,Barbara Barton,,"Wells Fargo Advisors Financial Network, LLC Dubuque IA 4991 Radford Ct",,,Salesforce
10926329,Inactive Investor,Shawn Manoukian,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
11054012,Inactive Investor,Cameron Akers,Chief Investment Officer;Managing Director;Senior Portfolio Manager,Hollencrest Capital Management,camerona@hollencrest.com,,Salesforce
11190331,Inactive Investor,Matthew Kaufman,,Lincoln Investment New York NY 160 W 71st St,mkaufman@lincolninvestment.com,,Salesforce
11037506,Inactive Investor,Ricardo Serra,,"Osaic Wealth, Inc. Leesburg FL 2226 W Main St",,,Salesforce
11039598,Inactive Investor,Sisi Wu,,Cetera Investment Services LLC Diamond Bar CA 2783 S Diamond Bar Blvd,sisi.wu@ceterais.com,,Salesforce
6969655,,Peter Gerlach,,,peter.gerlach@framl-ag.ch,,Web Form Fillout
10796014,Inactive Investor,Jeffery Mason,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",,,Salesforce
9618399,,Giovanni Reggiani,,,giovanni.reggiani@weissasset.com,,List import
11120106,Inactive Investor,Patricio Arias Sartorius,,"Monex Securities, Inc.",,,Salesforce
11173704,Inactive Investor,Thomas Simpson,,J.P. Morgan Securities LLC Germantown TN 6815 Poplar Ave,,,Salesforce
10838700,Inactive Investor,David Wolfe,Regional Vice President,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,david.wolfe@primerica.com,,Salesforce
10771119,Inactive Investor,Lawrence Flynn,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,lawrence.flynn@opco.com,,Salesforce
11197921,Inactive Investor,Samir Mahat,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,samir.mahat@jpmorgan.com,,Salesforce
11207733,Inactive Investor,Daniel Bono,,"Wells Fargo Clearing Services, LLC Fresno CA 6780 N Milburn Ave",,,Salesforce
11168906,Inactive Investor,Joseph Mizzi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",joseph_mizzi@ml.com,,Salesforce
210555,,San Martin,,United States,sanman365@gmail.com,,
11104989,Inactive Investor,Katy Zhao,Executive Director;International Client Advisor;Senior Portfolio Manager,Morgan Stanley Pasadena CA 55 S Lake Ave,katy.zhao@morganstanley.com,,Salesforce
190461,,Dana Powell,Investment Advisor Representative,"Voya Financial Advisors, Inc.",mickeypowell@voyafa.com,512-249-6780,
9592005,,Paul Saunders,,,psaunders@jrcc.net,,List import
10987475,Inactive Investor,Francis Beiter,,"Bankers Life Securities, Inc. Chantilly VA 4501 Singer Ct",francis.beiter@bankerslife.com,,Salesforce
11152133,Inactive Investor,Jake Edwards,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",jake.edwards@equitable.com,,Salesforce
10781949,Inactive Investor,Andrew Plotner,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,andrew.plotner@fidelity.com,,Salesforce
10925356,Inactive Investor,Erasmo Salinas,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",esalinas@sanctuarywealth.com,,Salesforce
11185167,Inactive Investor,Thomas Schweitzer,,NYLIFE Securities LLC Saint Louis MO 11500 Olive Blvd,tcschweitzer@ft.newyorklife.com,,Salesforce
10788135,Inactive Investor,Sairon Tekleab,,Fidelity Brokerage Services LLC Houston TX 6560 Fannin St,sairon.tekieab@fidelity.com,,Salesforce
11255047,Inactive Investor,Bradley Connors,Chief Executive Officer;President,iWealth,,,Salesforce
9571037,,Jerry Namara,,,jerryjmcnamara@teleworm.us,,List import
10871061,Inactive Investor,Debra Stotler,,"Cambridge Investment Research, Inc. Brighton MA Private Residence",,,Salesforce
9642717,,Umut Inal,,,umutinal@gmail.com,,List import
10489766,,Bryan Lee,"Chief Compliance Officer, Founder, Owner, President","Strategic Financial Planning, Inc.",blee@strategicfp.com,972-403-1234,List import
10952172,Inactive Investor,Josue Contreras,,J.P. Morgan Securities LLC Playa Vista CA 12746 W Jefferson Blvd,josue.contreras@chase.com,,Salesforce
10806547,Inactive Investor,Jon Badur,Financial Advisor,Edward Jones Edwardsburg MI 68925 M 62,jon.badur@edwardjones.com,,Salesforce
10975384,Inactive Investor,Alexander Deseelhorst,Financial Advisor,LPL Financial LLC Meridian ID Private Residence,alex.deseelhorst@lpl.com,,Salesforce
11148189,Inactive Investor,Mark Roberts,,"CreativeOne Securities, LLC Overland Park KS 13220 Metcalf Ave",mroberts@c1s.net,,Salesforce
9551318,,Douglas Wiebel,,,doug.wiebel@rehmann.com,,List import
11095087,Inactive Investor,Michael Nemes,,"The Nemes Rush Group, LLC",michael.nemes@nemesrush.com,,Salesforce
11138368,Inactive Investor,Kendra Musgrave,,The Huntington Investment Company West Chester OH 7634 Cox Ln,kendra.musgrave@huntington.com,,Salesforce
10644248,,Richard Dorman,,,richard.dorman@jpmorgan.com,,List Import
348020,,Thomas Bunting,Financial Advisor,"Winthrop Partners - Wny, Llc",thomas.bunting@winthroppartners.com,716-322-7478,Manual List Upload
10870455,Inactive Investor,Satish Patel,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,satishpatel@ft.newyorklife.com,,Salesforce
10871370,Inactive Investor,Daniel Sloan,Financial Advisor,Invista Advisors,,,Salesforce
11034518,Inactive Investor,Aurelio Lerma,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,alerma@primerica.com,,Salesforce
10880916,Inactive Investor,Brent Koga,,"Osaic FA, Inc. Salt Lake City UT 3165 E Millrock Dr",brent.koga@lfg.com,,Salesforce
10505291,,Paige Wang,FINANCE & ACCOUNTING ANALYST,TYWL wealth advisors,huanw0901@gmail.com,3106346288,List Import
230149,, -,,[[Unknown]],europtic@aol.com,,Other
10860103,Inactive Investor,Nora Beauchot,Investment Advisor Representative,Founders Financial Securities LLC Columbia City IN 518 Garland Ave,,,Salesforce
9625584,,he xiao,,,hexiao33@gmail.com,,List import
10907890,Inactive Investor,Kevin Ashe,Vice President,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,kevin.ashe@primerica.com,,Salesforce
11053305,Inactive Investor,Jeremy Jennings,,J.P. Morgan Securities LLC Fort Myers FL 1499 Colonial Blvd,jeremy.jennings@jpmorgan.com,,Salesforce
233531,, -,,[[Unknown]],barrypoulton50@outlook.com,,Organic Search
11166226,Inactive Investor,Jessica Chang,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,jessica.chang@morganstanley.com,,Salesforce
10431766,,Jeff Lawshe,,,jefflawshe+grayscale@gmail.com,,Web Form Fillout
11101144,Inactive Investor,William O'Hagan,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",william.ohagan@bofa.com,,Salesforce
10873337,Inactive Investor,Charles Long,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",clong6@ml.com,,Salesforce
11167661,Inactive Investor,Karmen Postma,,"Transamerica Financial Advisors, Inc Bridgeport MI 6230 Dixie Hwy",karmen.postma@tfaconnect.com,,Salesforce
9586527,,Diego Fernandez de León,,,diegofernandezdeleon@gmail.com,,List import
10847046,Inactive Investor,Michael Pulcinella,Head Trader;Portfolio Manager;Trader,Corbyn Investment Management Inc,mpulcinella@greenspringfund.com,,Salesforce
9011806,,Ken Addison,,,kax256@gmail.com,,Web form fillout
10894349,Inactive Investor,Mark Scarbrough,Financial Consultant,"MML Investors Services, LLC Raleigh NC 150 Fayetteville St",markscarbrough@financialguide.com,,Salesforce
123827,,James Lewis,Financial Advisor,"Hightower Advisors, Llc",jamesflewis@financialguide.com,219-548-3292,
10804477,Inactive Investor,Marco Sacca,Financial Advisor,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,msacca@rwbaird.com,,Salesforce
10617042,,Gzim Mehmeti,,,gzim.mehmeti@citi.com,,List Import
10944727,Inactive Investor,Ross Munro,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 10201 SE Washington St",ross.munro@ml.com,,Salesforce
11095618,Inactive Investor,Colleen Lindstrom,Chief Financial Officer,Merriman,colleen@merriman.com,,Salesforce
10780378,Inactive Investor,John Henchey,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.henchey@fidelity.com,,Salesforce
10867194,Inactive Investor,David Follett,Senior Associate,J.P. Morgan Securities LLC Minneapolis MN 225 S 6th St,david.follett@jpmorgan.com,,Salesforce
11198936,Inactive Investor,Steve Juncaj,,J.P. Morgan Securities LLC Rochester MI 3989 Crooks Rd,steve.juncaj@jpmorgan.com,,Salesforce
10795031,Inactive Investor,John Cristee,President,Spyglass Investment Management,john@eyeonyourfuture.com,,Salesforce
9623323,,Edward Dupont,,,edwarddupont@yahoo.com,,List import
1586682,,Christian Nielsen Costa,,[Unknown],costadatrisul@gmail.com,,
11206162,Inactive Investor,Darci Kelley,,LPL Financial LLC Tustin CA 14772 Plaza Dr,darci.kelley@lpl.com,,Salesforce
11193158,Inactive Investor,Kevin Rothgeb,Financial Advisor,Edward Jones Fort Wayne IN 4011 W Jefferson Blvd,kevin.rothgeb@edwardjones.com,,Salesforce
10851412,Inactive Investor,Eric Wong,Managing Member,"Pavion Blue Capital, LLC",ewong@pavionbluecapital.com,,Salesforce
9605159,,Josh Bird,,,josh.bird@hotmail.com,,List import
10826785,Inactive Investor,Patrick Greening,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
10826331,Inactive Investor,Ralph Browning,Chief Privacy Officer,"Equitable Advisors, LLC",ralph.browning@equitable.com,,Salesforce
11104738,Inactive Investor,Kevin Cook,,Hilltop Securities Inc. North Palm Beach FL 11780 US Hwy 1,kevin.cook@hilltopsecurities.com,,Salesforce
9597016,,Khaled Ballati,,,khaledsaleck333@gmail.com,,List import
10918287,Inactive Investor,Jose Sanchez,Senior Wealth Advisor,Citigroup Global Markets Inc. Mount Kisco NY 66 S Moger Ave,jose.a.sanchez@citi.com,,Salesforce
11075581,Inactive Investor,Elizabeth Glover,,State Farm VP Management Corp. Tulsa OK 3015 E 15th St,jeannie.glover.ndjv@statefarm.com,,Salesforce
9585527,,Jonathan Bjoring,,,jonathan.bjoring@suntrust.com,,List import
11128154,Inactive Investor,Ashley Roseme,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,aroseme@primerica.com,,Salesforce
9606475,,John Garay,,,enwhyny77@gmail.com,,List import
10606320,,Phillip Thompson,Product Owner,UBS Financial Services Inc.,phillip.thompson@ubs.com,201-352-3000,List Import
10956405,Inactive Investor,Renae Aiple,,"Raymond James Financial Services, Inc. Saint Augustine FL 270 Plaza Blvd",renae.aiple@raymondjames.com,,Salesforce
10647545,,Adam Drewry,,,adam.drewry@parsonexsecurities.com,,List Import
11097143,Inactive Investor,Stephens Williams,,"Farmers Financial Solutions, LLC Allen TX 2720 Country Club Rd",swilliams3@farmersagent.com,,Salesforce
9643146,,Ted Knowles,,,tedknowles@hotmail.com,,List import
9630140,,Daniel Lin,,,xdaniellin@gmail.com,,List import
11057039,Inactive Investor,Jessica Morgan,Client Service Associate;Senior Client Service Associate,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",jessie.morgan@raymondjames.com,,Salesforce
10893379,Inactive Investor,Martha Sheran,,J.P. Morgan Securities LLC Jackson Heights NY 3767 75th St,martha.sheran@jpmorgan.com,,Salesforce
49087,,Kris Kinslow,,Lincoln Financial Advisors Corporation,kris.kinslow@lfg.com,615-846-3333,
11163000,Inactive Investor,Nolan Saini,Chief Compliance Officer;Owner;President,Desert Financial Planning Palm Desert CA 74399 Highway 111,,,Salesforce
10611548,,Joseph Scappatura,Financial Advisor,,joseph.scappatura@equitable.com,,List Import
11196435,Inactive Investor,Fay Elling,Private Client Advisor,J.P. Morgan Securities LLC Carol Stream IL 411 S Schmale Rd,fay.ibrahim@jpmorgan.com,,Salesforce
11005213,Inactive Investor,Will Southwell,Financial Advisor,Edward Jones Moultrie GA 20 N Main St,will.southwell@edwardjones.com,,Salesforce
10958803,Inactive Investor,Steven Ervin,Financial Advisor,Edward Jones Westerville OH 110 Polaris Pkwy,steven.ervin@edwardjones.com,,Salesforce
67230,,Chris Frantz,"Managing Member, Chief Compliance Officer","Catalina Capital Group, Llc",cfrantz@catalinacap.com,310-540-5544,Manual List Upload
11122332,Inactive Investor,Carson Ebert,Associate Financial Advisor;Associate Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,cebert@rwbaird.com,,Salesforce
10758672,Inactive Investor,Thomas Wiseman,Financial Advisor;Principal,Wiseman & Associates Wealth Management,twiseman@wisemanandassociates.com,,Salesforce
198433,,Marina Hernandez,US-Swiss Crossborder Wealth Advisors,Dynamic Wealth Advisors dba Swiss American Wealth Advisors,marina@swissamericanwealth.com,,
9579761,,Michael Byun,,,mikeb23@hotmail.com,,List import
10934645,Inactive Investor,Jennelle Chorak,,"Raymond James Financial Services, Inc. San Antonio TX 15000 W Interstate 10",jennelle.chorak@raymondjames.com,,Salesforce
11010920,Inactive Investor,Kyle Goerdt,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",kyle.goerdt@equitable.com,,Salesforce
10970172,Inactive Investor,Kizeane Scarborough,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11006118,Inactive Investor,Dan Kubo,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,dnkubo@ft.newyorklife.com,,Salesforce
110239,,Rodney Engh,Vice President,"Bill Few Associates, Inc.",rengh@billfew.com,1-412-630-6000,Direct
10938548,Inactive Investor,John Hedrick,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,john.hedrick@primerica.com,,Salesforce
11139693,Inactive Investor,Yiqing Dong,Financial Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",yiqing.dong@ampf.com,,Salesforce
10857392,Inactive Investor,Peter Susic,Financial Advisor,Edward Jones Carlsbad CA 8085 Paseo Arrayan,peter.susic@edwardjones.com,,Salesforce
10932169,Inactive Investor,David Petracca,Financial Advisor,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",david.petracca@ampf.com,,Salesforce
10488128,,Cindy Andreasen,,Morgan Stanley,cindy.andreasen@morganstanley.com,,List Import
10775692,Inactive Investor,Aileen Birch,Executive Director - Investments;Financial Consultant;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,aileen.birch@opco.com,,Salesforce
238990,,Charlie Anderson,,United States,canderson.pdm@gmail.com,,
11057694,Inactive Investor,Danielle Chabaud,,Vanguard Marketing Corporation,danielle_chabaud@vanguard.com,,Salesforce
11155990,Inactive Investor,Maggie Denny,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Raleigh NC 4313 Glenwood Ave",maggie.denny@schwab.com,,Salesforce
9569242,,chou hom,,,chouhom7@gmail.com,,List import
10944702,Inactive Investor,Jose Barrera,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oxnard CA 300 E Esplanade Dr",,,Salesforce
9589694,,Adrian Garcia,,,adrian@arc70.com,,List import
9626548,,Adam Diamond,,,adamdiamond@rogers.com,,List import
11123006,Inactive Investor,James Ashe,,"N.I.S. Financial Services, Inc.",,,Salesforce
9586047,,Mahsum Nasim,,,mahsum752@gmail.com,,List import
11037995,Inactive Investor,Natalie Lazar,Financial Advisor,Morgan Stanley New York NY 1 Penn Plz,natalie.engelhardt@morganstanley.com,,Salesforce
10902976,Inactive Investor,Sarah Casey,Client Service Associate,Morgan Stanley Winston-Salem NC 100 N Main St,,,Salesforce
10956818,Inactive Investor,Jerry Horton,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",jhorton@financialguide.com,,Salesforce
11092621,Inactive Investor,Michael Grante,Financial Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",michael.grante@equitable.com,,Salesforce
10972966,Inactive Investor,Jason Rogers,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
2860,,Stanley Pantowich,Chairman,TAG Associates LLC,spantowich@tagassoc.com,1-212-275-1500,Initial Salesforce Import
10861876,Inactive Investor,Michelle Schrenk,Senior Client Service Associate,J.P. Morgan Securities LLC Washington DC 875 15th St NW,michelle.schrenk@jpmorgan.com,,Salesforce
10855902,Inactive Investor,Maria Mejia,,J.P. Morgan Securities LLC Fort Lauderdale FL 10195 Cleary Blvd,maria.l.mejia@chase.com,,Salesforce
11121540,Inactive Investor,Robert Mandolesi,,"Principal Securities, Inc. Bakersfield CA 4900 California Ave",mandolesi.bob@principal.com,,Salesforce
10785319,Inactive Investor,William Macfarlane,First Vice President - Investments,"Raymond James & Associates, Inc. Victoria TX 5510 N Navarro St",michael.macfarlane@raymondjames.com,,Salesforce
10802788,Inactive Investor,Suzanne Mayeux,Financial Advisor,Edward Jones New Orleans LA 8384 Jefferson Hwy,suzanne.mayeux@edwardjones.com,,Salesforce
10850747,Inactive Investor,Edward Griffin,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",edward@bossretirement.com,,Salesforce
10973811,Inactive Investor,Emily Marzina,Financial Advisor;Vice President,"Bill Few Associates, Inc. Pittsburgh PA 740 Washington Rd",emarzina@billfew.com,,Salesforce
221530,,Amit Barkan,,[[Unknown]],amitbarkan@gmail.com,,Initial Salesforce Import
11060839,Inactive Investor,Samantha Heinz,Associate Financial Advisor,LPL Financial LLC,samantha.heinz@lpl.com,,Salesforce
10877074,Inactive Investor,Evan Baskin-Evans,,"Cadaret, Grant & Co., Inc. Buffalo NY 5892 Main St",ebaskinevans@cadaretgrant.com,,Salesforce
10612132,,Omri Amit,"Executive Director - Investments, Financial Advisor",,omri.amit@opco.com,,List Import
10959691,Inactive Investor,Nathan Beaumont,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10912810,Inactive Investor,Michael Calandra,,HSBC Securities (USA) Inc.,,,Salesforce
9589483,,Wring Oyeins,,,wringoyeins@gmail.com,,List import
11027486,Inactive Investor,Sandra Galindo,,J.P. Morgan Securities LLC La Quinta CA 78805 Hwy 111,,,Salesforce
11188130,Inactive Investor,Antonio Monk,Executive Financial Services Director;Family Wealth Director;Senior Portfolio Management Director;Senior Vice President;Wealth A,Morgan Stanley Dallas TX 5001 Spring Valley Rd,antonio.monk@morganstanley.com,,Salesforce
10616677,,Jeffery Johnson,,,jeffery.johnson@lpl.com,,List Import
10981722,Inactive Investor,Felipe Lozano,,J.P. Morgan Securities LLC Denver CO 3585 Central Park Blvd,felipe.lozano@jpmorgan.com,,Salesforce
10960626,Inactive Investor,Brian Washa,,"IFP Securities, LLC Edmond OK 869 E 33rd St",,,Salesforce
10772044,Inactive Investor,Danielle Hamer,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",danielle.hamer@bofa.com,,Salesforce
11112183,Inactive Investor,Lazaro Lemos Cordovez,Financial Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11013740,Inactive Investor,Kevin Hall,,"Principal Securities, Inc. Carlisle PA 3461 Spring Rd",hall.kevin@principal.com,,Salesforce
11311679,Inactive Investor,Heidi Verbiscer,Financial Advisor,"Forum Financial Management, LP Glen Ellyn IL Private Residence",hverbiscer@forumfin.com,,Salesforce
1002134,Inactive Investor,Edmund Burke Ross,President,ADEC Private Equity Investments,burke@eburkerossjr.com, +1 561 655 7681,
11035228,Inactive Investor,Karen Bard,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",karen_bard@ml.com,,Salesforce
9556598,,Kevin Jakeway,,,kevin@portfolioadvisor.com,,List import
9606175,,Jesús Blay,,,moneyinbest@gmail.com,,List import
10785841,Inactive Investor,Shaun Osborne,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Petoskey MI 600 Charlevoix Ave",shaun.m.osborne@ampf.com,,Salesforce
11231372,Inactive Investor,Maria Rocha-Hulsey,,UBS Financial Services Inc. Nashville TN 315 Deaderick St,,,Salesforce
10771129,Inactive Investor,Laurie Parker,Practice Manager,"Raymond James & Associates, Inc.",laurie.bain@raymondjames.com,,Salesforce
10780158,Inactive Investor,Michael Wertz,Partner;Wealth Advisor,William Blair,mwertz@williamblair.com,,Salesforce
10772056,Inactive Investor,Nichole Rabon,Financial Advisor,"Wells Fargo Clearing Services, LLC Miramar Beach FL 625 Grand Blvd",nikki.rabon@wellsfargoadvisors.com,,Salesforce
10824439,Inactive Investor,Alvin Smith,,"Silver Oak Securities, Incorporated Brentwood TN 205 Powell Pl",asmith@silveroaksecurities.com,,Salesforce
9560199,,Craig Potter,,,cpotter@ft.newyorklife.com,,List import
10990828,Inactive Investor,Miriam Rocke,,"MML Investors Services, LLC Peoria IL 401 SW Water St",mrocke@financialguide.com,,Salesforce
11109729,Inactive Investor,Levi Blackmon,,NYLIFE Securities LLC Lubbock TX 5001 W Loop 289,lblackmon@ft.newyorklife.com,,Salesforce
11019419,Inactive Investor,Lauren Vanveelen,Advisor,"Axxcess Wealth Management, LLC Goleta CA Private Residence",lauren@axxcesswealth.com,,Salesforce
10720076,,Kayonne Markes,,,kayonne@grayscale.com,,Web Form Fillout
9624699,,Derek Holmes,,,wentzholmes20@gmail.com,,List import
11198929,Inactive Investor,Jonathan Melgar,,J.P. Morgan Securities LLC La Jolla CA 5605 La Jolla Blvd,,,Salesforce
10959034,Inactive Investor,Haley Gebhart,Investment Consultant,"Charles Schwab & Co., Inc. Virginia Beach VA 4701 Virginia Beach Blvd",,,Salesforce
10997966,Inactive Investor,Keith Cocheo,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",keith.cocheo@raymondjames.com,,Salesforce
10823845,Inactive Investor,Michael Okeefe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",michael.okeefe@ml.com,,Salesforce
10839446,Inactive Investor,Thomas Lilly,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",ben.lilly@ml.com,,Salesforce
9582759,,Saul Goldstein,,,sgoldstein@activumsg.com,,List import
10783677,Inactive Investor,William Kostizak,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,william.kostizak@jpmorgan.com,,Salesforce
10835335,Inactive Investor,Timothy Pease,,"Cadaret, Grant & Co., Inc. Webster NY 1633 Empire Blvd",tpease@ae.cadaretgrant.com,,Salesforce
9549881,,Benedict George,,,benedict.bg.george@gmail.com,,List import
10960597,Inactive Investor,Nicole Cordonnier,Senior Wealth Advisor,Citigroup Global Markets Inc. Crystal Lake IL 225 W Virginia St,nicole.cordonnier@citi.com,,Salesforce
10866924,Inactive Investor,Antonina Vicari,Financial Advisor,Citigroup Global Markets Inc. New York NY 153 E 53rd St,antonina.vicari@citi.com,,Salesforce
10869361,Inactive Investor,Jennifer Figurelli,Chief Compliance Officer;Co-Founder;Managing Director,"Andrew Hill Investment Advisors, Inc.",fig@responsibleadvisors.com,,Salesforce
10997285,Inactive Investor,Marlin McNair,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
10858961,Inactive Investor,Mark Spina,Regional Vice President,PFS Investments Inc. Chalfont PA 31 Oak Ave,mark.spina@primerica.com,,Salesforce
9636372,,Thomas Martin,,,thomas.martin@benjaminfedwards.com,,List import
10898113,Inactive Investor,Christopher Romano,,"Kestra Investment Services, LLC Bethesda MD 6500 Rock Spring Dr",cromano@nfp.com,,Salesforce
10986022,Inactive Investor,Elliott Horne,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",elliott.horne@tfaconnect.com,,Salesforce
10965794,Inactive Investor,Salvatore Caruso,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",salvatore.caruso@equitable.com,,Salesforce
10845177,Inactive Investor,Michael Nummer,,Commonwealth Financial Network Troy MI 3250 W Big Beaver Rd,mnummer@commonwealth.com,,Salesforce
9615354,,Francesco Maria Zagaria,,,zagariafm@gmail.com,,List import
10809095,Inactive Investor,Christopher Frizzi,Financial Advisor,KCPAG Financial Advisors LLC Modesto CA 1700 Standiford Ave,cfrizzi@kcpag.com,,Salesforce
5537222,,John Riekhof,,,jriekhof@gmail.com,9134886399,Web Form Fillout
10860216,Inactive Investor,Gavin Webster,Financial Advisor,Edward Jones Independence KS 1701 N Penn Ave,gavin.webster@edwardjones.com,,Salesforce
11044979,Inactive Investor,Terri Cantrell,,Commonwealth Financial Network Mount Pleasant SC 1275 Ben Sawyer Blvd,tcantrell@commonwealth.com,,Salesforce
11211642,Inactive Investor,Maggie Cooney,,"Charles Schwab & Co., Inc. Dallas TX 5100 Belt Line Rd",,,Salesforce
9566796,,Jennifer Goddard,,,jlgoddard01@ft.newyorklife.com,,List import
10886481,Inactive Investor,Nicholas Moskey,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11195517,Inactive Investor,Tiffany Muirhead,,Cetera Investment Services LLC Fort Worth TX 100 Lexington St,tiffany.muirhead@ceterais.com,,Salesforce
10991832,Inactive Investor,Chester Williams,,PFS Investments Inc.,chester.williams@primerica.com,,Salesforce
11196878,Inactive Investor,Kevin Wadley,Financial Advisor,Edward Jones Rochester MN 1921 W Frontage Rd,kevin.wadley@edwardjones.com,,Salesforce
11186210,Inactive Investor,Dalila Namy,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10837764,Inactive Investor,Michael Mazzei,,"Raymond James Financial Services, Inc. Tulsa OK 1375 E 71st St",michael.mazzei@raymondjames.com,,Salesforce
10996227,Inactive Investor,Elizabeth Valenzuela,,J.P. Morgan Securities LLC Lynwood CA 3840 Martin Luther King Jr Blvd,elizabeth.valenzuela@jpmorgan.com,,Salesforce
10845206,Inactive Investor,Steven Boyd,Managing Member;Principal,Halyard Asset Management LLC West Harrison NY 707 Westchester Ave,sboyd@halyardmgmt.com,,Salesforce
10658996,,Sunil Shah,,,sashah@ft.newyorklife.com,,List Import
173724,,vincent chase,,[Unknown],vincentchase11@gmail.com,,Other
10977049,Inactive Investor,Tyler Marriott-Wells,,"Citizens Securities, Inc. Hamburg NY 5469 Camp Rd",tyler.marriott-wells@citizenssecurities.com,,Salesforce
9567543,,Scott Saylor,,,ssaylor@sigmarep.com,,List import
10915933,Inactive Investor,Megan Roberts,Financial Advisor,Edward Jones Arlington TN 11998 Mott St,megan.l.roberts@edwardjones.com,,Salesforce
10764562,Inactive Investor,Tovia Widman,,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",joseph.widman@wellsfargoadvisors.com,,Salesforce
9567528,,Scott Sumner,,,ssumner@sigmarep.com,,List import
53813,,Mitchell Hauskins,,"SCF Investment Advisors, Inc.",mhauskins@scfsecurities.com,,
11130990,Inactive Investor,Samantha Hersey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10759550,Inactive Investor,David Brown,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,davidpbrown@ft.newyorklife.com,,Salesforce
9594182,,James Clark,,,jclark@putnam.com,,List import
10937983,Inactive Investor,Eric Gibbs,,"Lion Street Financial, LLC Fort Lauderdale FL 2929 E Commercial Blvd",egibbs@lionstreet.com,,Salesforce
9608892,,Isabel Ipad,,,isabel@ipad.co,,List import
10766420,Inactive Investor,Dianne Jurica,Wealth Management Associate,Morgan Stanley Traverse City MI 300 E Front St,dianne.jurica@morganstanley.com,,Salesforce
10870121,Inactive Investor,Alexander Divito,,"Independent Financial Group, LLC Westlake OH 25117 Detroit Rd",,,Salesforce
11013017,Inactive Investor,Jarrod Tipton,Relationship Manager,"Fifth Third Securities, Inc. Franklin TN 1105 Murfreesboro Rd",jarrod.tipton@53.com,,Salesforce
9547657,,Kunattanon Vaitayathamrong,,,beenvaiw@gmail.com,,List import
10816663,Inactive Investor,Jeffrey Hogue,Senior Vice President - Wealth Management,UBS Financial Services Inc. Gainesville FL 4313 NW 8th Ave,jeffrey.hogue@ubs.com,,Salesforce
11084109,Inactive Investor,Aaron Chung,Financial Advisor,Edward Jones Los Altos CA 4966 El Camino Real,aaron.chung@edwardjones.com,,Salesforce
11048943,Inactive Investor,John Hudson,Financial Planner;Investment Advisor,Applied Capital LLC,jack.hudson@appliedcapital.com,,Salesforce
9629548,,Roman Ma,,,rm@cerasventures.com,,List import
10828736,Inactive Investor,Michael Laporta,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Conshohocken PA 100 Front St,michael.laporta@morganstanley.com,,Salesforce
10900486,Inactive Investor,Diogo Pinto,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,diogo.pinto@fidelity.com,,Salesforce
121567,,Haley Hamilton,Marketing Communications Manager,Triad Advisors LLC,haley.hamilton@triad-advisors.com,770-840-0363,
10616028,,Martin Keidan,,,martin.j.keidan@ampf.com,,List Import
10754148,Inactive Investor,Benjamin Osborne,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 250 W Old Wilson Bridge Rd",,,Salesforce
9577746,,Brett Kovach,,,bkovach@massmutual.com,,List import
10905416,Inactive Investor,David Bartosiak,,"Investment Planners, Inc. Alton IL 233 E Center Dr",dbartosiak@investment-planners.com,,Salesforce
11101803,Inactive Investor,Daniel Darlak,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 301 S Tryon St",daniel.j.darlak@wellsfargo.com,,Salesforce
11182405,Inactive Investor,Jeffrey Clark,Wealth Advisor,Brass Tax Wealth Management Westerville OH 575 Charring Cross Dr,,,Salesforce
9641719,,Juan Hernandez,,,juan7@pm.me,,List import
11172621,Inactive Investor,Thomas Fox,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
249149,,Quan Nguyen,Project Manager,Kilimo,quan.nguyen@kilimo.vn,,Manual List Upload
9594061,,Mark Klink,,,mklink@financialengines.com,,List import
11025947,Inactive Investor,Jonathan Scott,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11151569,Inactive Investor,Rina Zavala,,J.P. Morgan Securities LLC Baldwin NY 1235 Grand Ave,rina.zavala@jpmorgan.com,,Salesforce
10850690,Inactive Investor,David Betances,,Jefferies LLC Miami FL 1450 Brickell Ave,dbetances@jefferies.com,,Salesforce
11155550,Inactive Investor,Braden King,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,braden.king.y5pn@statefarm.com,,Salesforce
9544229,,Jaeho Hong,,,hongjaeho@gmail.com,,List import
11198142,Inactive Investor,Paul Spencer,,"J.W. Cole Financial, Inc. Columbia SC 1415 Richland St",,,Salesforce
9643125,,James Clymer,,,jcclymer@aol.com,,List import
10814739,Inactive Investor,Lowry West,Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Seattle WA 601 Union St,lowry.e.west@morganstanley.com,,Salesforce
11167328,Inactive Investor,Daniel Kaiser,Financial Advisor,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,daniel.kaiser@ubs.com,,Salesforce
9559949,,Brian Dudley,,,bdudley@pinnacleprivatewealth.com,,List import
11054863,Inactive Investor,Amy Austin,,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",amy.austin@lfg.com,,Salesforce
10925170,Inactive Investor,Zachary Braun,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11204005,Inactive Investor,Tyler Townsend,Chief Compliance Officer;Managing Partner,Townsend Wealth Management,tyler@townsendwm.com,,Salesforce
335995,,John Connors,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",john.connors@ceteraadvisors.com,585-231-1595,Manual List Upload
10929700,Inactive Investor,Hien Pham,,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",hien.t.pham@ampf.com,,Salesforce
11220860,,Jeffrey Moheban,,,jeff@avalonwealth.com,,List Import
9553005,,Andrew Knust,,,andrew.knust@suntrust.com,,List import
347522,,Lori Heinel,Director,"Ssga Funds Management, Inc.",lori_heinel@ssga.com,617-786-3000,Manual List Upload
11091933,Inactive Investor,Emily Dupoux,Private Client Banker,J.P. Morgan Securities LLC Ponte Vedra FL 187 Capital Green Dr,emily.dupoux@jpmorgan.com,,Salesforce
10828465,Inactive Investor,Jon Brooks,Financial Advisor;First Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,chris.brooks@morganstanley.com,,Salesforce
11218753,,Douglas Heagren,,,douglas.heagren@lpl.com,,Other
64599,,Alto Richardson,,Thrivent Investment Management Inc.,alto.richardson@thrivent.com,612-844-7208,
11149159,Inactive Investor,Nathan Lorenz,,"Northwestern Mutual Investment Services, LLC Sikeston MO 105 Stallcup Dr",nathan.lorenz@nm.com,,Salesforce
10954225,Inactive Investor,Alan Katz,,"Concourse Financial Group Securities, Inc. Warrington PA 1352 Easton Rd",alan.katz@concoursefinancial.com,,Salesforce
11083975,Inactive Investor,Krystal Dale,Chief Compliance Officer,"Zenith Advisory Group, LLC",,,Salesforce
193508,,Michelle Gabriel Chandra,,[Unknown],michellegabrieel@yahoo.co.id,,
10771080,Inactive Investor,John Manfredonia,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",john.x.manfredonia@ampf.com,,Salesforce
11075512,Inactive Investor,Anja Moller,Managing Director,"InView Investment Company, LLC",,,Salesforce
9611719,,Wesley Paul,,,wpaul@uptrendcredit.com,,List import
10960329,Inactive Investor,Mark Rouquette,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",maurice.rouquette@prudential.com,,Salesforce
9637489,,Teddy Murphy,,,murphytheodoremichael@protonmail.com,,List import
10928323,Inactive Investor,Monika Crossley,,"Cambridge Investment Research, Inc. Metairie LA Private Residence",,,Salesforce
9611815,,Jdjd Djdjdj,,,chiptune-101@outlook.com,,List import
10778090,Inactive Investor,Paula Dowling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",paula.dowling@ml.com,,Salesforce
11162718,Inactive Investor,Samuel Nogueras,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 814 Hope St",samuel.nogueras@ml.com,,Salesforce
9595348,,Jennifer Dunne,,,jdunne1467@gmail.com,,List import
10997158,Inactive Investor,Monae Howard,,PFS Investments Inc. Conshohocken PA 1100 E Hector St,,,Salesforce
9638933,,Tom Spitzvhen,,,spitzvhentom@johndeere.com,,List import
10647702,,Kristin Sullivan,,,kristi@sullivanfinancialplanning.com,,List Import
223607,,Mike Hycent,,[Unknown],cryptic1268@gmail.com,,Paid Social
10959421,Inactive Investor,John Altieri,Relationship Banker,The Huntington Investment Company Delaware OH 1750 Columbus Pike,,,Salesforce
11117305,Inactive Investor,Kyle Standafer,,Cetera Advisor Networks LLC San Diego CA 5075 Shoreham Pl,,,Salesforce
10928500,Inactive Investor,Alan Phillips,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington TX 1206 S Bowen Rd",alan.phillips@ml.com,,Salesforce
10813970,Inactive Investor,Matthew Peterman,Financial Advisor,LPL Financial LLC Vienna VA 8000 Towers Crescent Dr,matthew.peterman@lpl.com,,Salesforce
10506313,,Ethan Galstad,,,egalstad@nagios.com,,Web Form Fillout
11175557,Inactive Investor,Dylan Kvaale,Financial Advisor,"Fuse Partners, LLC Sioux Falls SD 1601 E 69th St",,,Salesforce
10990980,Inactive Investor,Kameron Howell,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,kameronhowell@primerica.com,,Salesforce
10834120,Inactive Investor,Bonnie Roberts,Senior Private Client Assistant,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,broberts@janney.com,,Salesforce
11102599,Inactive Investor,Shiedah Robinson,,PFS Investments Inc. Tinley Park IL 18440 Thompson Ct,shiedah_robinson@primerica.com,,Salesforce
10948972,Inactive Investor,Robert Billings,Financial Advisor;Vice President,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,rob.billings@jpmorgan.com,,Salesforce
10994946,Inactive Investor,Samuel Rich,,Commonwealth Financial Network,srich@commonwealth.com,,Salesforce
11042603,Inactive Investor,Elizabeth Dorsey,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",elizabeth.g.dorsey@nm.com,,Salesforce
9623114,,Pavielle Vela,,,pj3403@live.com,,List import
224407,,Nick Patel,,[Unknown],navsary@gmail.com,,Direct
10855644,Inactive Investor,Robert Cackley,Vice President - Investments,"Raymond James & Associates, Inc. Brownsville TX 3819 N Expy",robert.cackley@raymondjames.com,,Salesforce
10769150,Inactive Investor,Sarah Schneeberger,,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",sarah.schneeberger@rbc.com,,Salesforce
11151481,Inactive Investor,Brandon Wimbish,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd",brandon.wimbish@ml.com,,Salesforce
10906023,Inactive Investor,Joseph Hopkins,Chief Compliance Officer;Managing Member,Mission Retirement,joseph@missionretirement.com,,Salesforce
11202569,Inactive Investor,Christopher Kraig,Investment Manager,Bruce A. Kraig Associates,clkraig@kraiginvestmentmanagement.com,,Salesforce
9632465,,Seth Evans,,,sevans57@gmail.com,,List import
11207049,Inactive Investor,Bill Samayoa,Financial Advisor,J.P. Morgan Securities LLC Costa Mesa CA Private Residence,bill.samayoa@jpmorgan.com,,Salesforce
10754151,Inactive Investor,Toni Peterson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",toni_peterson@ml.com,,Salesforce
11182206,Inactive Investor,Srikumar Ramanan,Financial Advisor;First Vice President,Morgan Stanley Hartford CT 225 Asylum St,kumar.ramanan@morganstanley.com,,Salesforce
11027261,Inactive Investor,John Stein,,State Farm VP Management Corp. Catonsville MD 6630 Baltimore National Pike,,,Salesforce
10837375,Inactive Investor,Michael Schroeder,,LPL Financial LLC Dubuque IA 3999 Pennsylvania Ave,michael.schroeder@lpl.com,,Salesforce
10936836,Inactive Investor,Kenneth Singletary,,LPL Financial LLC,kenneth.singletary@lpl.com,,Salesforce
11112973,Inactive Investor,Terri Lynn Singletary,,"Wells Fargo Clearing Services, LLC Midland TX 3301 N Big Spring St",,,Salesforce
10659061,,John Roe,,,john.roe@countryfinancial.com,,List Import
11187244,Inactive Investor,Wandy Siam,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,wandy.siam.elzu@statefarm.com,,Salesforce
11001056,Inactive Investor,Nicolas Suriel,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",nicolas.suriel@nm.com,,Salesforce
336557,,Carl Schultz,President,Forefront Wealth Management Inc.,carl@4frontwm.com,1-610-600-1099,Direct
11103507,Inactive Investor,Albert Gutierrez,Chief Compliance Officer;Partner;Portfolio Manager;Shareholder,Atlas Capital Advisors Inc.,bert@atlasca.com,,Salesforce
11108830,Inactive Investor,Denita Clark,Chief Compliance Officer;Investment Advisor;Managing Member,The Financial Architects Wealth Management LLC,denita@tfawm.com,,Salesforce
9576721,,Edward Capuzzi,,,ecapuzzi@sagepointadvisor.com,,List import
10839087,Inactive Investor,George Macdonald,,"American Capital Partners, LLC New York NY 5 Penn Plz",gmacdonald@acpweb.com,,Salesforce
11054237,Inactive Investor,Ryan Neff,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ryan.e.neff@jpmorgan.com,,Salesforce
9611974,,Matt Meents,,,mattmeents@gmail.com,,List import
11040468,Inactive Investor,Jared Lo,,Citigroup Global Markets Inc.,,,Salesforce
10760991,Inactive Investor,George Manuelian,Branch Manager;Executive Director,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,george.manuelian@morganstanley.com,,Salesforce
9567303,,Albert Vigneau,,,albert.vigneau@siocapital.com,,List import
10906583,Inactive Investor,Luke Ortgessen,,Country Capital Management Company Littleton CO 5125 S Kipling Pkwy,luke.ortgessen@countryfinancial.com,,Salesforce
9598043,,Jack Tatar,,,jack@doylecap.com,,List import
10965720,Inactive Investor,Cole Cox,,"Wells Fargo Advisors Financial Network, LLC Peoria IL 2426 W Cornerstone Ct",,,Salesforce
103301,,William Cox,"President, Chief Compliance Officer, member",Cox Capital Management Llc,wcox@ccm1997.com,978-475-3325,Manual List Upload
10806699,Inactive Investor,Alexander Skolnitsky,Financial Advisor,Edward Jones Springfield VA 8001 Braddock Rd,aj.skolnitsky@edwardjones.com,,Salesforce
10765395,Inactive Investor,John Frigeri,Senior Financial Planning Consultant,"Voya Financial Advisors, Inc.",john.frigeri@voyafa.com,,Salesforce
11146027,Inactive Investor,Lindsay Fawcett,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 4100 4th St N",lindsay.fawcett@wellsfargo.com,,Salesforce
11173695,Inactive Investor,Steven Starnes,Senior Resident Director - Wealth Management;Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",steve_starnes@ml.com,,Salesforce
9604124,,ANTON KOZLOV,,,anton@apifiny.com,,List import
9555373,,Crypto Knight,,,cryptoknightmk@gmail.com,,List import
11024808,Inactive Investor,Rogelio Gonzalez,,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",rogelio.gonzalez@prudential.com,,Salesforce
11062931,Inactive Investor,Andrew Norton,,Thrivent Investment Management Inc.,andrew.norton@thrivent.com,,Salesforce
101805,,Adrian Ordogne,,"Home Maintenance Services of Louisiana, LLC",ordogneadrian@gmail.com,19854025268,
11064757,Inactive Investor,Charles Harrison,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,charles.harrison@primerica.com,,Salesforce
10801449,Inactive Investor,Albert Merchent,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fredericksburg VA 910 Princess Anne St",albert_merchentjr@ml.com,,Salesforce
10865396,Inactive Investor,Paul Corley,Chief Compliance Officer;President,Corley Capital LLC,,,Salesforce
10984086,Inactive Investor,James Dixon,Chief Compliance Officer,"Buck Wealth Strategies, LLC",jdixon@eabuck.com,,Salesforce
11218448,,Natalia Hampel,,,natalia.hampel@jpmorgan.com,,List Import
10899558,Inactive Investor,Ryan California,,State Farm VP Management Corp. Hanover PA 951 York St,ryancalifornia@statefarm.com,,Salesforce
9631105,,Julian Bustos,,,bustosjb@hotmail.com,,List import
11229339,Inactive Investor,Matthew Hagood,,Jefferies LLC,,,Salesforce
10916804,Inactive Investor,Renita Fleming,,"Allstate Financial Services, LLC Mishawaka IN 3310 Hickory Rd",rfleming@allstate.com,,Salesforce
11039470,Inactive Investor,Erjon Jupi,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",erjon.jupi@citizensbank.com,,Salesforce
340493,,Simon Wilson,Chief Financial Officer,River And Mercantile Asset Management Llp,simon.wilson@riverandmercantile.com,442-076-016262,Manual List Upload
11159775,Inactive Investor,Christopher Fall,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10959172,Inactive Investor,Daniella Russo,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,,,Salesforce
10486623,,Mark Jameson,,Momentum Independent Network Inc.,mark.jameson@hilltopsecurities.com,,List Import
11131213,Inactive Investor,Jeffrey Weisen,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",jeffrey.weisen@tfaconnect.com,,Salesforce
10804768,Inactive Investor,William Mericle,,LPL Financial LLC Milford OH Private Residence,william.mericle@lpl.com,,Salesforce
198839,,Justin Carlson,Financial Associate,Thrivent Investment Management Inc.,justin.carlson@thrivent.com,316-729-2631,
10841015,Inactive Investor,Daniel Stith,,"Osaic Wealth, Inc. Oklahoma City OK 2629 W I 44 Service Rd",,,Salesforce
211306,,Hilary Jochmans,Founder,Jochmans Consulting,hfj@jochmansconsulting.com,,Content
11207272,Inactive Investor,Matthew Ross,,"Raymond James Financial Services, Inc. Bothell WA 17921 Bothell Everett Hwy",matthew.ross@raymondjames.com,,Salesforce
11175284,Inactive Investor,Loran Smith,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,ldsmith@ft.newyorklife.com,,Salesforce
11009902,Inactive Investor,Ashley Rae,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",ashley.rae@bernstein.com,,Salesforce
11163391,Inactive Investor,Rodney Boylan,,"MML Investors Services, LLC Moorestown NJ 505 S Lenola Rd",rboylan@financialguide.com,,Salesforce
10963850,Inactive Investor,Rachael Cummins,,"Wells Fargo Advisors Financial Network, LLC Lake Oswego OR 5885 Meadows Rd",maverick.cummins@wfafinet.com,,Salesforce
11159554,Inactive Investor,Damon Hurst,,"Frost Brokerage Services, Inc.",damon.hurst@frostbank.com,,Salesforce
9555129,,victorawinner@gmail.com Asemokhai,,,victorawinner@gmail.com,,
11136199,Inactive Investor,Yue Liu,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",sliu9@ml.com,,Salesforce
11260140,Inactive Investor,Hugo Salazar,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",hugo.salazar@nm.com,,Salesforce
9592911,,Mandy Lee,,,mandylee211@gmail.com,,List import
52243,,Jason Harness,Financial Advisor,"MML Investors Services, LLC",jharness@massmutual.com,314-548-4005,
10878738,Inactive Investor,Connor Padgham,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_padgham@vanguard.com,,Salesforce
11007030,Inactive Investor,Jarrod Silvers,,NI Advisors,jarrod.silvers@niadvisorsinc.com,,Salesforce
11197260,Inactive Investor,Cutter Amos,Financial Advisor,"Pruco Securities, LLC. Bakersfield CA 5401 Business Park S",cutter.amos@prudential.com,,Salesforce
11169828,Inactive Investor,Sebastian Holmqvist,,"Raymond James Financial Services, Inc. Bothell WA 15130 Main St",sebastian.holmqvist@raymondjames.com,,Salesforce
10823370,Inactive Investor,Christopher Dubberly,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Montgomery AL 4001 Carmichael Rd,,,Salesforce
11124781,Inactive Investor,Daniel Huffman,Financial Advisor,"Wells Fargo Clearing Services, LLC Ashtabula OH 3705 State Rd",daniel.huffman@wellsfargoadvisors.com,,Salesforce
9611690,,Jill Wood,,,jill.wood@freewoodwealth.com,,List import
10772030,Inactive Investor,John Owings,Financial Advisor,Commonwealth Financial Network Nashua NH Private Residence,jowings@commonwealth.com,,Salesforce
341638,,Matthew Lankford,Senior Vice President & Chief Investment Officer,"Rogers Wealth Group, Inc.",mlankford@rogersco.com,817-334-0351,Manual List Upload
11202022,Inactive Investor,Tracy Olive,Chief Operating Officer,"CapWealth Advisors, LLC",tolive@capwealthgroup.com,,Salesforce
11160317,Inactive Investor,Don Joe,,NYLIFE Securities LLC Cleveland MS 303 Cotton Row,dcjoe@ft.newyorklife.com,,Salesforce
10889202,Inactive Investor,Tomas Doran,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",tomas.doran@schwab.com,,Salesforce
10486603,,Michael Yu,"Investment Officer, Senior Financial Advisor, Senior Vice President","Wells Fargo Clearing Services, LLC",michael.yu@wellsfargo.com,,List Import
9546087,,Jeffrey Ransenberg,,,jransenberg@ft.newyorklife.com,,List import
11042446,Inactive Investor,Christine Morhac,,The Huntington Investment Company Kent OH 1729 E Main St,christine.morhac@huntington.com,,Salesforce
10878874,Inactive Investor,Stephen Schwanke,,Vanguard Marketing Corporation,stephen_schwanke@vanguard.com,,Salesforce
216400,,Roger Morris,,[Unknown],rog.jod@bigpond.net.au,,Event
10842939,Inactive Investor,Michael Winston,,J.P. Morgan Securities LLC Bedford NY 420 Old Post Rd,michael.x.winston@chase.com,,Salesforce
11068431,Inactive Investor,Brandon Redfern,,State Farm VP Management Corp. Flagstaff AZ 2677 E 7th Ave,brandonredfern@statefarm.com,,Salesforce
10656293,,Allan Kaplan,,,allan.kaplan@mfin.com,,List Import
11158240,Inactive Investor,Kathleen Talboom,,"Cambridge Investment Research, Inc. Clearwater FL 2627 McCormick Dr",kathleen.talboom@cambridgeresource.com,,Salesforce
334470,,Jim Jasinski,"Vice President, Investment Advisor, CMT","Cape Ann Capital, Inc.",jimj@capeanncapital.com,978-526-7541,Manual List Upload
9622306,,Seth Duppstadt,,,seth@bitcoinwhoswho.com,,List import
9618257,,Matthias Daniel,,,mdaniel@prosightcapital.com,,List import
11130947,Inactive Investor,Brendda Lima,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",brendda.lima@ml.com,,Salesforce
9639687,,Joshua Fenton,,,jfenton@helmsleytrust.org,,List import
9611605,,Daniel Hernandez,,,1dannyhern@gmail.com,,List import
9597197,,Ryan Zink,,,rzink@forumfin.com,,List import
11197642,Inactive Investor,Mark Sladkus,Chief Compliance Officer;Founder;Managing Member;Member;President,"Red Lighthouse Investment Management, LLC",,,Salesforce
10810302,Inactive Investor,Mary Walter,Financial Advisor,Edward Jones Lumberton NC 4246 Fayetteville Rd,maryjo.walter@edwardjones.com,,Salesforce
9555657,,Avi Mesch,,,mesch.avi@principal.com,,List import
10921770,Inactive Investor,Gregory Cornwell,,PFS Investments Inc. Chandler AZ 1820 E Ray Rd,gregory.cornwell@primerica.com,,Salesforce
9564805,,Kevin O'Neill,,,koneill@emailspc.com,,List import
10940788,Inactive Investor,Martin Barth,,NI Advisors,martin.barth@niadvisorsinc.com,,Salesforce
10776578,Inactive Investor,William Talley,President,"Cambridge Investment Research, Inc. Petersburg VA 146 N Sycamore St",wht4@whts.com,800-868-4277,Salesforce
11196024,Inactive Investor,Diepriye Briggs,Director;Founder;President,Gramel Capital Management LLC,ddbriggs@gramel.com,,Salesforce
10947267,Inactive Investor,Wasaf Ali,Premier Banker,"Wells Fargo Clearing Services, LLC Upland CA 811 W Foothill Blvd",wasaf.ali@wellsfargo.com,,Salesforce
10996499,Inactive Investor,James Deppner,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10794078,Inactive Investor,Ernesto Angueira,Senior Vice President - Investments,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
373362,,Rofez Islam,,[Unknown],rofez.islam@gmail.com,,source
10646485,,Michael Nelson,,,mike.nelson@ubs.com,,List Import
10620020,,Linda Grabner,,,lgrabner@firstsecurebank.com,,List Import
9580153,,James Gregory,,,jgregory@proskauer.com,,List import
353186,,Bartolomeo Toto,Head of Finance,Vontobel Asset Management Inc,bartolomeo.toto@vontobel.com,,Event
10775199,Inactive Investor,Richard Mathes,Chief Compliance Officer;President,"The Mathes Company, Inc. New York NY 230 Park Ave",richard@mathesco.com,,Salesforce
11036772,Inactive Investor,Stephen Haberman,,"FBL Marketing Services, LLC Sapulpa OK 610 W Taft Ave",stephen.haberman@fblfinancial.com,,Salesforce
11042942,Inactive Investor,Bradford Gregg,,"Avantax Investment Services, Inc. Midlothian VA 13872 Coalfield Commons Pl",,,Salesforce
10806181,Inactive Investor,Josiah Fernandez,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Belmont NC 635 Park St",josiah.fernandez@wellsfargoadvisors.com,,Salesforce
9605314,,Christopher Krumenacker,,,ckrumenacker@bmtc.com,,List import
11073597,Inactive Investor,Glenn Demallie,,Morgan Stanley Worcester MA 100 Front St,glenn.demallie@morganstanley.com,,Salesforce
10796993,Inactive Investor,Elizabeth Hartman,Financial Advisor,Commonwealth Financial Network Fallston MD 1914 Bel Air Rd,lhartman@commonwealth.com,,Salesforce
10846682,Inactive Investor,Mark Kregor,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",mark.kregor@stifel.com,,Salesforce
10986843,Inactive Investor,Jason Gould,,"Raymond James Financial Services, Inc. Midland TX 4305 N Garfield St",jason.gould@raymondjames.com,,Salesforce
10972405,Inactive Investor,Keaton Zaback,,"Raymond James Financial Services, Inc. Minot ND 1408 20th Ave SW",keaton.zaback@raymondjames.com,,Salesforce
11096063,Inactive Investor,Zephrina Cazaubon,Chief Executive Officer,JMR Financial Group,,,Salesforce
11003690,Inactive Investor,Anthony Logiudice,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10867737,Inactive Investor,David Coburn,,"Osaic Wealth, Inc. Pendleton IN Private Residence",,,Salesforce
11012188,Inactive Investor,Jesse Aragon,,LPL Financial LLC La Jolla CA 3366 N Torrey Pines Ct,jesse.aragon@lpl.com,,Salesforce
11233065,Inactive Investor,Letania Edwards,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",letania.edwards@tiaa.org,,Salesforce
336341,,Daniel Dreiling,Executive Vice President,North Point Portfolio Managers Corporation,ddreiling@northp.net,440-720-1100,Manual List Upload
9548652,,Nicole Rains,,,nrains@firstrepublic.com,,List import
9629951,,Sven Engelhardt,,,sven@engelhardt.to,,List import
10790050,Inactive Investor,Kristin Long,Financial Advisor;Senior Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,kristin.long@morganstanley.com,,Salesforce
9575159,,William Greer,,,wgreer@massmutual.com,,List import
10965158,Inactive Investor,Megan Ackley,,Edward Jones Aurora CO 3131 S Vaughn Way,,,Salesforce
11107099,Inactive Investor,Victoria Simpson,Advisor Practice Support Coordinator;Assistant,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",victoria.d.simpson@ampf.com,,Salesforce
10905366,Inactive Investor,Brian Ahern,,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
11022790,Inactive Investor,Caitlyn Betor,,J.P. Morgan Securities LLC Tempe AZ 1744 E Southern Ave,caitlyn.betor@jpmorgan.com,,Salesforce
61593,,Chi Chang,"Chief Compliance Officer, General Counsel",Sali Fund Services,cchang@sali.com,512-735-7254,Manual List Upload
10845015,Inactive Investor,John Johnson,,"Raymond James Financial Services, Inc. Williamsburg VA 5425 Discovery Park Blvd",john.johnson@raymondjames.com,,Salesforce
10886236,Inactive Investor,Ryan Swoyer,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
227916,, -,,[[Unknown]],kathilantoduhero@gmail.com,,Organic Search
11168340,Inactive Investor,Alejandro Toledo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11198005,Inactive Investor,Kilian Loeb,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 100 Motor Pkwy",,,Salesforce
372903,,Chrysantha Ilangaratne,,[Unknown],chrisilangaratne@gmail.com,,source
10844671,Inactive Investor,John Purcell,,Purshe Kaplan Sterling Investments,jpurcell@pksinvest.com,,Salesforce
10760464,Inactive Investor,Alisa Lee,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",alisa.lee@wellsfargoadvisors.com,,Salesforce
238365,,Adaniels79@gmail.com Daniels,,[Unknown],adaniels79@gmail.com,,
347976,,Todd Fletcher,Associate,Thompson Street Capital Manager Llc,tfletcher@tscp.com,314-727-2112,Manual List Upload
338779,,Karen Gilmour,Senior Financial Planning Assistant,Investment Advisory Group Llc,karengilmour@iagadvisors.com,781-826-1235,Manual List Upload
11009326,Inactive Investor,Ryan Dungan,,"Osaic Wealth, Inc.",,,Salesforce
10986093,Inactive Investor,Sam Postich,,"Osaic Wealth, Inc. Oklahoma City OK 5600 N May Ave",,,Salesforce
9594635,,Randy Delgado,,,randydelgado@gmail.com,,List import
10837645,Inactive Investor,Geoffrey Gatlin,Managing Director,"Raymond James & Associates, Inc. San Antonio TX 401 E Sonterra Blvd",case.gatlin@raymondjames.com,,Salesforce
10788478,Inactive Investor,Jeffrey Lung,,Fidelity Brokerage Services LLC Menifee CA Private Residence,jeffrey.lung@fidelity.com,,Salesforce
10891559,Inactive Investor,Joshua Schweiger,Financial Advisor,Edward Jones Chattanooga TN 3702 Dayton Blvd,joshua.schweiger@edwardjones.com,,Salesforce
10962990,Inactive Investor,Karn Singh,Financial Advisor,Edward Jones Dayton OH 580 Lincoln Park Blvd,karn.singh@edwardjones.com,,Salesforce
9630906,,Preston Tucker,,,prestontucker2@gmail.com,,List import
10849298,Inactive Investor,Joseph Rubin,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",joseph.rubin@wellsfargoadvisors.com,,Salesforce
11113235,Inactive Investor,Lucas Jacob,,"Raymond James Financial Services, Inc. Lynden WA 8118 Guide Meridian Rd",lucas.jacob@raymondjames.com,,Salesforce
11052410,Inactive Investor,Melissa East,,Morgan Stanley Louisville KY 4969 US Hwy 42,melissa.east@morganstanley.com,,Salesforce
9584617,,Kimberly Ratcliffe,,,kratcliffe@salemmanagement.com,,List import
11018807,Inactive Investor,Gloria Chen,Client Service Associate;Financial Planning Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,gloria.chen@morganstanley.com,,Salesforce
10886290,Inactive Investor,Jill Disanto,Paraplanner,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",jill.disanto@ampf.com,,Salesforce
352261,,Jay Rosenberg,"Managing Director, Portfolio Manager","Nuveen Fund Advisors, Llc",jay.rosenberg@nuveen.com,312-917-7700,Manual List Upload
10907805,Inactive Investor,Kyle Campa,,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",,,Salesforce
336153,,Megan Myers,"Director, Client Relations",Kotys Wealth Professionals,megan@kotyswealthpro.com,219-465-6924,Manual List Upload
11140093,Inactive Investor,Mallory Gibson Gumm,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 2951 Ranch Road 620 S",,,Salesforce
11222778,,Naushad Virji,,,naushad@virjiinvestments.com,,List Import
10961012,Inactive Investor,Renee Tice,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11081306,Inactive Investor,Brett Gaboury,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,brett.gaboury.k0d5@statefarm.com,,Salesforce
9586119,,Peter Svorinic,,,psvorinic@moorscabot.com,,List import
10820842,Inactive Investor,Michael Holden,Financial Advisor,Edward Jones Las Vegas NV 8570 Del Webb Blvd,michael.holden@edwardjones.com,,Salesforce
11148338,Inactive Investor,David Tsang,Financial Advisor,LPL Financial LLC Plainfield IL 15101 S Rte 59,david.tsang@lpl.com,,Salesforce
11142497,Inactive Investor,Andrea Hicks,Financial Planner,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10969468,Inactive Investor,Raymond Salas,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",ray.salas@nm.com,,Salesforce
10893231,Inactive Investor,Brock Storfa,Financial Advisor,Edward Jones Littleton CO 2630 W Belleview Ave,brock.storfa@edwardjones.com,,Salesforce
11230333,Inactive Investor,John Wheat,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,jmwheat@ft.newyorklife.com,,Salesforce
97104,,Arthur Katz,,Lincoln Financial Advisors Corporation,gary.katz@lfg.com,201-556-4502,
11132659,Inactive Investor,Ryan Mcneill,Financial Advisor,Insight Folios Fort Gratiot MI Private Residence,ryan@insightfolios.com,,Salesforce
11229133,Inactive Investor,Helena Putman,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10046322,,Ricardo Vitali,,,rvitalisimoes@yahoo.com,,Web form fillout
10940711,Inactive Investor,Christina Doone,Financial Advisor,"Osaic Wealth, Inc. Pompano Beach FL Private Residence",,,Salesforce
9639801,,Joseph Ali,,,jali@pkfod.com,,List import
10783853,Inactive Investor,Mary Meyers,,"Samuel A. Ramirez & Company, Inc.",mary.meyers@ramirezco.com,,Salesforce
10971846,Inactive Investor,Vincent Durso,,"MML Investors Services, LLC Newtown Square PA 2 Campus Blvd",vincentadurso@financialguide.com,,Salesforce
10820636,Inactive Investor,Stephen Donovan,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",stephen.donovan@wellsfargoadvisors.com,,Salesforce
11133076,Inactive Investor,Bryan Scarratt,,Kovack Securities Inc. Dothan AL 111 Adris Pl,bryan@kovacksecurities.com,,Salesforce
9549197,,Fernando Obregon,,,fernando.obregon2407@outlook.com,,List import
10403327,,Gustavo Castañeda,,,gustavo.castaneda@colibri.lat,,Web Form Fillout
10811562,Inactive Investor,David Travis,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,Sagewood Asset Management LP New York NY 3 Bryant Park,david.travis@sagewoodam.com,,Salesforce
11114531,Inactive Investor,Matthew Van Someren,Financial Advisor;Senior Vice President,Morgan Stanley Melbourne FL 8150 N Wickham Rd,matthew.van.someren@morganstanley.com,,Salesforce
11200766,Inactive Investor,Brett Wooten,Vice President,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,brett.wooten@primerica.com,,Salesforce
10852462,Inactive Investor,Denise Cerveny,,Chelsea Financial Services Secaucus NJ Private Residence,dcerveny@chfs.com,,Salesforce
10482311,,Jewelez Satz,,,jewelezsatz@icloud.com,,Web Form Fillout
11100886,Inactive Investor,Gerald Beale,Financial Advisor,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,gerald.beale@morganstanley.com,,Salesforce
10996994,Inactive Investor,Curtis Krieger,,"Transamerica Financial Advisors, Inc Hurricane UT 52 S 850 W",curtis.krieger@tfaconnect.com,,Salesforce
9626387,,Mohamed Ali,,,mali@carsoninstitutional.com,,List import
10966206,Inactive Investor,Huayan Xiao,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dublin CA 4250 Dublin Blvd",huayan.xiao@ml.com,,Salesforce
10817649,Inactive Investor,Johnnie Mosley,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 13297 Josey Ln",johnnie.mosley@wellsfargoadvisors.com,,Salesforce
10896914,Inactive Investor,Pablo Rodriguez,Financial Advisor,Edward Jones Granger IN 7135 Heritage Square Dr,pablo.rodriguez@edwardjones.com,,Salesforce
11229800,Inactive Investor,Laura Johnston,Wealth Advisor,&Partners Tyler TX 6101 S Broadway Ave,,,Salesforce
9613743,,Matthew Markham,,,mm@axpire.com,,List import
11166392,Inactive Investor,Timothy Dennis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,timothy.dennis@fidelity.com,,Salesforce
151793,,Meijiao Png,,[Unknown],meijiao@gmail.com,,
11134604,Inactive Investor,Melanie Jacyszyn,,Vanguard Marketing Corporation,melanie_jacyszyn@vanguard.com,,Salesforce
10953631,Inactive Investor,William White,,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
11065039,Inactive Investor,Erica Fulbright,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",erica.fulbright@truist.com,,Salesforce
11184295,Inactive Investor,Kassandra Zukowski,,"Allstate Financial Services, LLC",kassandrazukowski@allstate.com,,Salesforce
10999051,Inactive Investor,Jarred West,,Janney Montgomery Scott LLC Charlotte NC Private Residence,jwest@janney.com,,Salesforce
9563486,,Jeanette Wade,,,jwade@ascentria.org,,List import
10657520,,Ann Bishop,,,abishop@weg1.com,,List Import
10838703,Inactive Investor,Sidney Hall,,PFS Investments Inc. North Ridgeville OH 35590 Center Ridge Rd,sidney.hall@primerica.com,,Salesforce
11108007,Inactive Investor,Benaiah Gorman,,"EverSource Wealth Advisors, LLC McKinney TX 300 E Davis St",,,Salesforce
11004663,Inactive Investor,Whitney Figueroa,,"Osaic Wealth, Inc. Cresskill NJ 300 Knickerbocker Rd",wfigueroa@osaicwealth.com,,Salesforce
10633578,,Traci Connie,,,kcjacobsen@mac.com,,Web Form Fillout
4568070,,sasa werty,,,betite8496@haboty.com,,Web Form Fillout
10918904,Inactive Investor,Elizabeth Rubush,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",elizabeth.rubush@nm.com,,Salesforce
10611513,,Kenneth Sorrentino,Wealth Advisor,,kens@rpp4u.com,,List Import
10947403,Inactive Investor,Dustin Johnson,,"Heritage Asset Management, LLC",djohnson@heritage-kc.com,,Salesforce
9639299,,Karen Baytch,,,kbaytch@lesley.edu,,List import
10870993,Inactive Investor,Richard Anthony,Registered Principal,LPL Financial LLC Latham NY 36 British American Blvd,r.anthony@lpl.com,,Salesforce
10818738,Inactive Investor,Todd Newell,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",todd.newell@wellsfargoadvisors.com,,Salesforce
160788,,Christian Baxter,,[Unknown],christian@backyardcap.com,,
342776,,Jason Berg,"CCO, Controller","Benford Capital Partners Management, L.p.",jason@benfordcapital.com,312-932-0200,Manual List Upload
11087226,Inactive Investor,Luke Rudolph,Financial Advisor,LPL Financial LLC Prescott AZ 371 Garden St,luke.rudolph@lpl.com,,Salesforce
10889674,Inactive Investor,William Holt,,State Farm VP Management Corp. San Antonio TX 23699 W Interstate 10,,,Salesforce
9575782,,Michelle Bonnard,,,michellebonnard0908@gmail.com,,List import
11084070,Inactive Investor,Erik Anderson,Private Client Advisor,J.P. Morgan Securities LLC Oak Creek WI 7980 S Howell Ave,erik.r.anderson@jpmorgan.com,,Salesforce
11042244,Inactive Investor,Daniel Castro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chula Vista CA 295 E St",daniel.castro2@ml.com,,Salesforce
10757929,Inactive Investor,James Jackson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",,,Salesforce
11269251,,محمدرضا طبیبیان,,,mohamadtabibian3@gmail.com,,Web Form Fillout
10916999,Inactive Investor,Jeffrey Ponte,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Hannibal MO 4701 McMasters Ave",jeffrey.ponte@usbank.com,,Salesforce
51991,,Mike Angelopoulos,Senior Vice President - Investments,"National Asset Management, Inc.",mangelopoulos@nationalsecurities.com,312-274-0718,
9641736,,Dennis Doering,,,doubledref@yahoo.com,,List import
11094709,Inactive Investor,Cassandra Nelson,Client Service Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,cassandra.nelson@ubs.com,,Salesforce
10938104,Inactive Investor,Jennifer Bracey,Paraplanner,"Ameriprise Financial Services, LLC Sacramento CA 4600 Duckhorn Dr",jennifer.1.bracey@ampf.com,,Salesforce
192165,,Eloho Omame,,[Unknown],eloho.omame@gmail.com,,source
9544540,,Felipe Lopes,,,felipe.lopes@metcadobitcoin.com.br,,List import
10895739,Inactive Investor,Jordan Gottlieb,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,jdgottlieb@ft.newyorklife.com,,Salesforce
10530900,,Michael Weiser,,,mweiser@rchenergy.com,,List Import
10795023,Inactive Investor,Patricia Darragh,,Edward Jones Portland OR 111 SW 5th Ave,patricia.darragh@edwardjones.com,,Salesforce
9558428,,Tayyab Raza,,,tayyab7110@gmail.com,,List import
9602628,,Tyler Gilley,,,tgilley@halberthargrove.com,,List import
9642846,,anoop reddy,,,anoopvootkuri95@yahoo.com,,List import
11179943,Inactive Investor,Aaron Roessler,,"Avantax Investment Services, Inc. Grand Rapids MN 813 S Pokegama Ave",,,Salesforce
6549,, -,,[[Unknown]],elliot.bounader@student.ie.edu,,Initial Salesforce Import
240521,,Cossaboom John,,[Unknown],john.cossaboom@virtus.com,,Event
11213387,Inactive Investor,David Dizazzo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11260459,Inactive Investor,Kimberly Snow,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10791061,Inactive Investor,Tyler Finlinson,Manager - Retirement Plan Services;Managing Partner;Vice President,"Soltis Investment Advisors, LLC",tfinlinson@soltisadvisors.com,,Salesforce
10884587,Inactive Investor,Michael Miller,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,miller.fjkt2@primerica.com,,Salesforce
11153858,Inactive Investor,Marcus Lucchese,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Philadelphia PA 1100 Market St,marcus.lucchese@jpmorgan.com,,Salesforce
10960445,Inactive Investor,Jeffrey Jimenez Hernandez,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,,,Salesforce
9627538,,Kyriakos Tsolakidis,,,grinvest23@gmail.com,,List import
11149359,Inactive Investor,Renato Alarcon,,NYLIFE Securities LLC Houston TX 2233 Yale St,raalarcon@ft.newyorklife.com,,Salesforce
116934,,Andrew Novick,"Managing Member, CCO",The Investment Connection Llc,andrew@theinvestmentconnection.com,908-595-2220,Manual List Upload
116052,,Dena Nelsen,Senior Financial Advisor,"Argi Investment Services, Llc",denanelsen@argi.net,502-753-0609,Manual List Upload
11010294,Inactive Investor,Jordan Suter,,Thrivent Investment Management Inc. Sterling CO 124 S Front St,jordan.suter@thrivent.com,,Salesforce
9631679,,Sharon Nash,,,sharongnash@gmail.com,,List import
9633586,,Josh Ross,,,josh.ross@supportuw.org,,List import
5996834,,Gerald F Smith,,,defoye9933@letpays.com,,Web Form Fillout
11048817,Inactive Investor,Hannah Patterson,Client Service Associate,SageSpring Wealth Partners,hannah.patterson@sagespring.com,,Salesforce
10975965,Inactive Investor,Alyssa Reese,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10802929,Inactive Investor,Patricia Koogler,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Waynesboro VA 42 Stoneridge Dr",patricia.f.koogler@ampf.com,,Salesforce
9544265,,Shaun Johnson,,,shaun.johnson@gurtin.com,,List import
10985614,Inactive Investor,Stephanie Szymanski,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11220665,,Holly Grube,,,holly@cainwatters.com,,Other
11210834,Inactive Investor,Corey Townsend,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",corey.townsend@ml.com,,Salesforce
10878999,Inactive Investor,Nadira Deery,Partner;Wealth Manager,Creative Planning Washington DC 101 Constitution Ave NW,nadira.deery@creativeplanning.com,,Salesforce
10659081,,David Steffenhagen,,,david.steffenhagen@countryfinancial.com,,List Import
10982231,Inactive Investor,Tyler Poates,,J.P. Morgan Securities LLC Phoenix AZ 4040 E Chandler Blvd,tyler.poates@jpmorgan.com,,Salesforce
10802991,Inactive Investor,Christopher Crothers,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 5747 Perimeter Dr",chris.crothers@wfa.com,,Salesforce
10840489,Inactive Investor,Matthew Taylor,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,matthew.taylor@primerica.com,,Salesforce
11124009,Inactive Investor,Joseph Lee,,NYLIFE Securities LLC Chesterfield MO 16100 Chesterfield Pkwy W,josephlee@ft.newyorklife.com,,Salesforce
9636189,,Julie Olson,,,julie@fi-team.com,,List import
349864,,Sean Kernan,"Financial Advisor, Managing Member, Regulatory Contact",Advisor Resource Council,sean.kernan@lpl.com,972-421-1360,Manual List Upload
10982908,Inactive Investor,William Greenough,Account Manager,"Voya Financial Advisors, Inc.",william.greenough@voya.com,,Salesforce
11005449,Inactive Investor,Charles Meeker,,"Securian Financial Services, Inc.",,,Salesforce
1889725,,Greg Dix,,,gregdix@gmail.com,,
9606642,,??? ma,,,314353940@qq.com,,List import
11174023,Inactive Investor,Tamim Wali,,"Osaic Wealth, Inc.",tamim.wali@osaic.com,,Salesforce
10827129,Inactive Investor,Alissa Nance,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",alissa.nance@raymondjames.com,,Salesforce
11233333,Inactive Investor,Meerat Qaiser Khan,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10862460,Inactive Investor,Adam Robinson,,Commonwealth Financial Network Longmont CO Private Residence,,,Salesforce
11187683,Inactive Investor,Stephanie Goodrich,,Goldman Sachs & Co.,,,Salesforce
11145182,Inactive Investor,Laura Mai,,Morgan Stanley Irvine CA 1901 Main St,,,Salesforce
200979,,Jacob Tsimanis,,[Unknown],jacob.tsimanis@gmail.com,,source
10486601,,Jason Nunez,,"Transamerica Financial Advisors, Inc",nunezjb@msn.com,,List Import
11048821,Inactive Investor,Robert Thompson,,"Harvest Investment Services, LLC Palos Hills IL 9944 S Roberts Rd",,,Salesforce
10903674,Inactive Investor,Alexander Santacroce,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",alexander.santacroce@ml.com,,Salesforce
10895354,Inactive Investor,James Adair,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11044193,Inactive Investor,Gregory Hannah,,"Osaic Wealth, Inc. Oakland CA 675 Hegenberger Rd",ghannah@royalallianceadvisors.com,,Salesforce
11147534,Inactive Investor,Ryab McAdam,Registered Associate,Morgan Stanley Melville NY 58 S Service Rd,ryan.mcadam@morganstanley.com,,Salesforce
10765171,Inactive Investor,Mark Munsen,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",mark_munsen@ml.com,,Salesforce
9580874,,Shakil Khan,,,shak@nomodo.co.uk,,List import
10621681,,Francis Branin,,,fbranin@atlantictrust.com,,List import
153707,,Chris QUINN,,[Unknown],cquinn70@comcast.net,,Advertising
9592614,,Michael Cato,,,michael.cato22@gmail.com,,List import
10916299,Inactive Investor,Colleen Kelly,Chief Compliance Officer,"Fortis Advisors, LLC King of Prussia PA 1045 1st Ave",ckelly@fortisfamilyoffice.com,,Salesforce
27863,,Mbarek Khalifa,,[[Unknown]],ousaid0777@gmail.com,,Initial Salesforce Import
9632828,,J Sandoval,,,sandoval222@gmail.com,,List import
11106765,Inactive Investor,Peter Wang,,NWF Advisory Services Inc Yorba Linda CA 22405 La Palma Ave,,,Salesforce
11102796,Inactive Investor,Ryan Kliethermes,,Edward Jones Independence MO 19045 E Valley View Pkwy,ryan.kliethermes@edwardjones.com,,Salesforce
11177942,Inactive Investor,Ryan Braglin,Financial Advisor,Edward Jones New Concord OH 4 E Main St,ryan.braglin@edwardjones.com,,Salesforce
10778466,Inactive Investor,Jorge Llaneza,,"Raymond James Financial Services, Inc. Columbus OH 450 W Wilson Bridge Rd",jorge.llaneza@raymondjames.com,,Salesforce
10822395,Inactive Investor,Gregory Siravo,,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,gregory.siravo@primerica.com,,Salesforce
11150105,Inactive Investor,Kerry Hamana,,"Robertson Stephens Capital Markets, LLC",khamana@rscapital.com,,Salesforce
10816805,Inactive Investor,Christopher Doherty,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",cdoherty3@ml.com,,Salesforce
5003,, -,,[[Unknown]],eduardo.marcal@gmail.com,,Initial Salesforce Import
11198284,Inactive Investor,Forest Suber,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,forest.suber@chase.com,,Salesforce
10929446,Inactive Investor,Alexander Lawrence,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10853165,Inactive Investor,Todd Wathey,Chief Compliance Officer;Member;Partner;Portfolio Manager,"Hamrick Investment Counsel, LLC",twathey@hamrickinvestment.com,,Salesforce
10988396,Inactive Investor,Jeremy Pyszczynski,Financial Advisor,"Pruco Securities, LLC. Orchard Park NY 3085 Southwestern Blvd",jeremy.pyszczynski@prudential.com,,Salesforce
11209322,Inactive Investor,James Cabets,,"Empower Financial Services, Inc Midland MI 4000 Wellness Dr",james.cabets@empower.com,,Salesforce
11074350,Inactive Investor,Arslan Bahler,Regulatory Contact;Senior Investment Officer,Harper Investing,arslan@esgplanning.com,,Salesforce
9624444,,Depi Dewantara,,,dewantara41@gmail.com,,List import
10648163,,Timothy Waters,,,timw@triumphcapitalmanagement.com,,List import
9581522,,Germaine Broussard,,,germaine.broussard@aretewealth.com,,List import
10984270,Inactive Investor,Victor Aguirre,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11103787,Inactive Investor,Nicholas Petralia,Financial Advisor,LPL Financial LLC Naples FL 842 Anchor Rode Dr,nicholas.petralia@lpl.com,,Salesforce
10924940,Inactive Investor,Peter Zangrilli,,"Allstate Financial Services, LLC Trenton NJ 3100 Mercerville Quakerbridge Rd",pzangrilli@allstate.com,,Salesforce
9555935,,Richard Werman,,,rwerman1@gmail.com,,List import
10950414,Inactive Investor,Cody Councilman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10966470,Inactive Investor,Dylan Distell,,Perella Weinberg Partners LP,ddistell@pwpartners.com,,Salesforce
10826559,Inactive Investor,Alexander Treves,Director;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Needham Heights MA 197 1st Ave",,,Salesforce
10761571,Inactive Investor,Robert Lerner,Managing Director - Wealth Management;Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",robert_b_lerner@ml.com,,Salesforce
10762134,Inactive Investor,Molly Myers,,"Avantax Investment Services, Inc. Cincinnati OH 901 Adams Xing",,,Salesforce
11066415,Inactive Investor,Tiffany Lyga,,"Raymond James Financial Services, Inc. Naugatuck CT 333 Church St",tiffany.lyga@raymondjames.com,,Salesforce
10916374,Inactive Investor,Sean Kilkenny,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sean.kilkenny@jpmorgan.com,,Salesforce
9560994,,Gary Karthauser,,,karthauser.gary@principal.com,,List import
9641421,,Yaniv Regev,,,yaniv.regev@gmail.com,,List import
10510671,,Patrick Carolan,Managing Partner,"Endeavour Investment Partners, LLC",pcarolan@endeavourmanagers.com,,List Import
11098418,Inactive Investor,Kevin Torresan,Financial Advisor,"Hantz Financial Services, Inc. Clinton Township MI 24668 William P Rosso Hwy",kevin.torresan@hantzgroup.com,,Salesforce
11061708,Inactive Investor,Richard Raisman,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,rraisman@ft.newyorklife.com,,Salesforce
11108413,Inactive Investor,Thomas Irvine,,"Wells Fargo Clearing Services, LLC Old Saybrook CT 665 Boston Post Rd",,,Salesforce
11179062,Inactive Investor,Ernesto Ocana,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",ernesto.ocana@tfaconnect.com,,Salesforce
11221776,,Rochelle Levy,,,rochelle.levy@cnr.com,,List Import
11202705,Inactive Investor,Ronald Rago,Lead Advisor,Arlington Wealth Management,rrago@arlington-capital.com,,Salesforce
10974496,Inactive Investor,Daniela Pratt,,State Farm VP Management Corp. Montgomery TX 18001 Hwy 105 W,daniela.mead.sx2t@statefarm.com,,Salesforce
11151431,Inactive Investor,Denise Sowell,Financial Planner,"Osaic Wealth, Inc. McDonough GA 21 Sims St",,,Salesforce
11146672,Inactive Investor,Antonio Desoto,Financial Advisor,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",antonio.desoto@wellsfargoadvisors.com,,Salesforce
11220983,,Thomas Schwalbe,,,cschwalbe@fundadvisorsofamerica.com,,List Import
11032613,Inactive Investor,Kathleen O'Dell,Specialist,"Ameriprise Financial Services, LLC Bellevue WA 2275 116th Ave NE",kathleen.odell@ampf.com,,Salesforce
11108926,Inactive Investor,James Maxwell,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Managing Member;President,Maxwell Wealth,eric@maxwellwealth.com,,Salesforce
9556307,,Mahshid Ardeshiri,,,mah1ard2@gmail.com,,List import
11097284,Inactive Investor,Robert Johnston,,"Raymond James Financial Services, Inc. Germantown TN 6815 Poplar Ave",robert.johnston@raymondjames.com,,Salesforce
10955045,Inactive Investor,Trent South,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10881501,Inactive Investor,Brian Woods,Chief Compliance Officer;Managing Member,Woods Advisory Services LLC,bwoods@woodscpa.net,,Salesforce
11134136,Inactive Investor,Joyce Moreno,,Morgan Stanley Loveland CO 6125 Sky Pond Dr,joyce.moreno@morganstanley.com,,Salesforce
11089450,Inactive Investor,Robert Leland,,LPL Financial LLC San Mateo CA 1700 S El Camino Real,robert.leland@lpl.com,,Salesforce
11242566,,Michele Crivelli,,,crivelli@aquilagvm.ch,,Web Form Fillout
10959223,Inactive Investor,Suzanne Dailey,,"Principal Securities, Inc.",,,Salesforce
11050805,Inactive Investor,Krista Kramer,Wealth Advisor,"TCP Asset Management, LLC",krista@trendencycapital.com,,Salesforce
11075438,Inactive Investor,Matthew Swanson,,"Kestra Investment Services, LLC Bethesda MD 6500 Rock Spring Dr",matthew.swanson@nfp.com,,Salesforce
10828917,Inactive Investor,Michael Krmpotich,Vice President - Investments,Wedbush Securities Inc.,michael.krmpotich@wedbush.com,,Salesforce
9578365,,Ben Fairbank,,,miloko@hotmail.com,,List import
217836,,Manuel Guzman-Lozano,,[Unknown],mguzmanlozano@gmail.com,,Direct
80463,,Chantelle Johnson,,United States,chantellejohnson68@comcast.net,,
9573161,,Joseph Johnson,,,josephjohnson@financialguide.com,,List import
11174481,Inactive Investor,Mary Ardizzone,Financial Advisor,Edward Jones Willowbrook IL 150 Harvester Dr,maryjo.ardizzone@edwardjones.com,,Salesforce
10764048,Inactive Investor,William McCuen,Associate Vice President - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. Savannah GA 530 Stephenson Ave",william.mccuen@raymondjames.com,,Salesforce
11207260,Inactive Investor,Daniel Njoh-Mbengue,,J.P. Morgan Securities LLC New York NY 244 E 86th St,daniel.n.mbengue@chase.com,,Salesforce
10983867,Inactive Investor,Giuseppe Pulitano,,"Stonecrest Capital Markets, Inc.",gpulitano@stonecrestpartners.com,,Salesforce
9546467,,Rose Hickman,,,rhickman@sagepointadvisor.com,,List import
10658810,,Henry Goldenstein,,,henry.goldenstein@ceterafs.com,,List Import
11062244,Inactive Investor,Michael Blankenship,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,mblankenship@janney.com,,Salesforce
10656824,,Lorenzo Hampton,,,lhampton@osaicwealth.com,,List Import
9596088,,Michelle Wong,,,michelle.wong@csopasset.com,,List import
10868070,Inactive Investor,Kristin First,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",,,Salesforce
11062825,Inactive Investor,Gary Baumgarten,,NYLIFE Securities LLC Winter Park FL 147 E Lyman Ave,gbaumgarten@ft.newyorklife.com,,Salesforce
9570741,,Barry Haimes,,,bhaimes@sageasset.com,,List import
11158434,Inactive Investor,Daniel Urbanczyk,,Mutual of America Securities LLC Westchester IL 4 Westbrook Corporate Ctr,daniel.urbanczyk@mutualofamerica.com,,Salesforce
11130231,Inactive Investor,Stephen Holloman,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",stephen.holloman@firstcitizens.com,,Salesforce
11042106,Inactive Investor,Charles Davis,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",charles.davis@schwab.com,,Salesforce
11136089,Inactive Investor,Michelle Roeseke,Financial Advisor,Edward Jones Shrewsbury PA 24 Northbrook Ln,michelle.vanpelt@edwardjones.com,,Salesforce
10804517,Inactive Investor,Andres Thimann,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",andres_thimann@ml.com,,Salesforce
61428,,Andrew Marcus,Financial Advisor,"Voya Financial Advisors, Inc.",andrew.marcus@voyafa.com,732-326-5600,
11091757,Inactive Investor,Joseph Gopez,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",joseph.gopez@tfaconnect.com,,Salesforce
11143383,Inactive Investor,Robert Albritton,,"Prospera Financial Services, Inc. Fort Worth TX 2901 W 6th St",robert.albritton@prosperafinancial.com,,Salesforce
10796669,Inactive Investor,Nancy Rhew,,"Independent Financial Group, LLC San Diego CA 7922 Entrada de Luz W",,,Salesforce
228728,, -,,[[Unknown]],pereiraantoniodamasceno@gmail.com,,Organic Search
10833361,Inactive Investor,Carlos Garcia,Senior Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11232736,Inactive Investor,Bryant Torres,,Thrivent Investment Management Inc.,,,Salesforce
10895680,Inactive Investor,Amy Holewa,,LPL Financial LLC Osseo MN 11272 86th Ave N,amy.holewa@lpl.com,,Salesforce
10885005,Inactive Investor,Nicholas Elliott,Financial Consultant,"Equitable Advisors, LLC Forest City NC 115 Cherry Mountain St",nicholas.elliott@equitable.com,,Salesforce
210557,,peter kopple,,[Unknown],pkopple@gmail.com,,News & Research
11175990,Inactive Investor,Nathaniel Zabner,Retirement Education Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",nathaniel.zabner@ml.com,,Salesforce
10866914,Inactive Investor,Johnson Marshall,,"Farmers Financial Solutions, LLC Bellevue WA 11911 NE 1st St",jmarshall@farmersagent.com,,Salesforce
346833,,Andrew Winner,Vice President,Mangrove Equity Partners,awinner@mangroveequity.com,813-868-4500,Manual List Upload
11021320,Inactive Investor,Daniel Lynch,,"Bankers Life Securities, Inc. Orlando FL 6277 Sea Harbor Dr",daniel.lynch@bankerslife.com,,Salesforce
10510259,,Danielle Schreader,,,iamdani73@hotmail.com,,List Import
9590239,,Mark Melanson,,,mark@osbornepartners.com,,List import
11050088,Inactive Investor,Lois Heaphy,Chief Compliance Officer;Member;Vice President,"Heaphy Investments, LLC",,,Salesforce
10914239,Inactive Investor,Deven Conner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
11217290,,Andrew Conley,,,andrew.conley@jpmorgan.com,,Other
9629690,,Daniel Mauser,,,dmauser.news@gmail.com,,List import
9602517,,Donald Warner,,,dwarner@newerafinancial.com,,List import
11146642,Inactive Investor,Richard Morgan,,"Transamerica Financial Advisors, Inc Falls Church VA 3141 Fairview Park Dr",richard.morgan@transamerica.com,,Salesforce
11040617,Inactive Investor,Elaine Eisner,,NYLIFE Securities LLC Beachwood OH 3659 Green Rd,ebeisner@ft.newyorklife.com,,Salesforce
230092,, -,,[[Unknown]],ymputera@gmail.com,,Organic Search
11014395,Inactive Investor,Tim France,Financial Advisor,"Equity Services, Inc. Herkimer NY 402 N Prospect St",tfrance@nationallife.com,,Salesforce
10830670,Inactive Investor,Steven Daly,Financial Advisor,"Wells Fargo Clearing Services, LLC Anacortes WA 1018 8th St",steven.j.daly@wellsfargo.com,,Salesforce
9645246,,Brian Vieten,,,brian.vieten@cowen.com,,List import
11211664,Inactive Investor,Stephen Souder,,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",stephen.souder@prudential.com,,Salesforce
10862636,Inactive Investor,Christopher Brown,,J.P. Morgan Securities LLC Vernon Hills IL 1840 N Milwaukee Ave,chris.j.brown@chase.com,,Salesforce
10977833,Inactive Investor,Joseph Marsh,,"Raymond James & Associates, Inc.",joseph.marsh@raymondjames.com,,Salesforce
10613750,,Keith Abrosh,"Financial Advisor, Financial Services Representative, Investment Advisor Representative",,keith.abrosh@barnumfg.com,,List Import
10767527,Inactive Investor,Scott Purcell,,"Kestra Investment Services, LLC Pittsburgh PA 420 Fort Duquesne Blvd",,,Salesforce
10996970,Inactive Investor,Nicholas Familetti,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9636615,,Lawrence Lawrence,,,llawrence@overlookinv.com,,List import
10821736,Inactive Investor,Joseph Hamilton,Financial Advisor,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",joseph.hamilton@raymondjames.com,,Salesforce
10813070,Inactive Investor,Peter Edelstein,,"Kestra Investment Services, LLC Rochester NY 777 Canal View Blvd",,,Salesforce
10903202,Inactive Investor,Robert Butler,Founder,RBF Wealth Advisors Saint Louis MO 11500 Olive Blvd,rbutler@rbfadvisors.net,,Salesforce
10809187,Inactive Investor,Michael Bell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2555 E Camelback Rd,michael.bell@ubs.com,,Salesforce
11127725,Inactive Investor,Jacob Gonzalez,,LPL Financial LLC Honolulu HI 220 S King St,jacob.gonzalez@lpl.com,,Salesforce
9566782,,Jorge Cueto,,,jcueto@cs.stanford.edu,,List import
10799085,Inactive Investor,Brittany Hyde,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",brittany.buchanan@ml.com,,Salesforce
10618982,,David Pike,,,david.pike@morganstanley.com,,List Import
11102431,Inactive Investor,Angela James-Scott,,J.P. Morgan Securities LLC New York NY 12 E 86th St,angela.james-scott@jpmorgan.com,,Salesforce
72378,,John Pribil,,Cityfirst Realty,jpribil@me.com,305-458-9222,
11192023,Inactive Investor,Conway Lee,Chief Compliance Officer;Vice President,"Pruco Securities, LLC. Newark NJ 213 Washington St",conway.lee@prudential.com,,Salesforce
10887984,Inactive Investor,Rogelio Amar,,PFS Investments Inc. East Rutherford NJ 1 Madison St,rogelio.amar@primerica.com,,Salesforce
11185727,Inactive Investor,Todd Edmundson,,Country Capital Management Company Tuscola IL 701 E Southline Rd,todd.edmundson@countryfinancial.com,,Salesforce
10876252,Inactive Investor,Victoria Lopez,Senior Client Service Associate,Morgan Stanley,victoria.lopez@morganstanley.com,,Salesforce
10952080,Inactive Investor,Tyler Moy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodridge IL 7500 Lemont Rd",tyler.moy@ml.com,,Salesforce
10842022,Inactive Investor,Frank Perry,,"Raymond James Financial Services, Inc. McKinney TX 5900 S Lake Forest Dr",frank.perry@raymondjames.com,,Salesforce
11011318,Inactive Investor,Laura Brockmeyer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",laura.brockmeyer@schwab.com,,Salesforce
9570315,,Henry Henderson,,"ISC Advisors, Inc.",hhenderson@iscgroup.com,,List import
10558030,,R K,,,rmzrkz@gmail.com,,Web Form Fillout
11172742,Inactive Investor,Mason Laidley,Financial Advisor,Edward Jones Tomball TX 11023 Northpointe Blvd,mason.laidley@edwardjones.com,,Salesforce
10887002,Inactive Investor,James Schooler,,"Osaic Wealth, Inc. North Richland Hills TX 9121 Belshire Dr",,,Salesforce
11073911,Inactive Investor,Christopher Reed,,Edward Jones Morrisville VT 31 Lower Main St,,,Salesforce
11011660,Inactive Investor,David Way,,"Vanderbilt Securities, LLC Brookline MA 79 Holland Rd",,,Salesforce
11185088,Inactive Investor,Gregory Closmore,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",gregory.closmore@wellsfargoadvisors.com,,Salesforce
9623223,,anna stayton,,,shammy@embarqmail.com,,List import
11209900,Inactive Investor,Joseph Husta,,Vanguard Marketing Corporation,joseph_husta@vanguard.com,,Salesforce
11041055,Inactive Investor,Theodore Fadel,Investment Advisor Representative;Operations Associate,Willink Asset Management LLC,theofadel@willinkadvisor.com,,Salesforce
6205,,Bob Wegman,,Retired,wegs220@gmail.com,5134047623,
108562,,Phil Moy,,Aesthetic dental,pmoydds@gmail.com,6308629623,
10875660,Inactive Investor,Luke Ribich,Associate Financial Advisor,"Ameriprise Financial Services, LLC Mesa AZ 1201 S Alma School Rd",luke.ribich@ampf.com,,Salesforce
10955581,Inactive Investor,Joshua Wright,,"Osaic Wealth, Inc. Mount Pleasant SC 250 Mathis Ferry Rd",,,Salesforce
10995781,Inactive Investor,Jacob Dabrowski,,Deutsche Bank Securities Inc.,,,Salesforce
10836992,Inactive Investor,William Meyer,Co-Founder;President,"Cutter & Company, Inc.",wlmeyer@cutterco.com,,Salesforce
9635392,,Oliver Nelson,,,onelson@jenseninvestment.com,,List import
11175021,Inactive Investor,Brian Phipps,,"Avantax Investment Services, Inc.",,,Salesforce
11199461,Inactive Investor,Edward Kahn,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",ekahn@sanctuarywealth.com,,Salesforce
11148699,Inactive Investor,Steven Roccuzzo,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",steven.roccuzzo@ml.com,,Salesforce
11191461,Inactive Investor,Scott Lanigan,Chief Compliance Officer;Founder,EID Capital,,,Salesforce
9640771,,Ahmed Darwish,,,darmed14@hotmail.com,,List import
10988733,Inactive Investor,Ethan Broder,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9549640,,Charles Grosvenor,,,charles.b.grosvenor@suntrust.com,,List import
9645249,,Sahil Chaturvedi,,,sahilchats@gmail.com,,List import
10985302,Inactive Investor,Kai-Yuan Hu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Diamond Bar CA 1370 Valley Vista Dr",kyle.hu@schwab.com,,Salesforce
9567347,,Lawrence Wyss,,,eric.wyss@lfg.com,,List import
10784016,Inactive Investor,Stephen Jackson,Registered Principal,"Independent Financial Group, LLC Kirkland WA 128 State St S",sjackson@ifgrr.com,,Salesforce
9574691,,Jonathan Hull,,,jfh@marblebridgeresearch.com,,List import
11192189,Inactive Investor,Eric Claspill,,"AE Financial Services, LLC",,,Salesforce
11172287,Inactive Investor,Kimberly Bunting,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",kimberly_bunting@ml.com,,Salesforce
10960327,Inactive Investor,Christopher Mackenzie,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,,,Salesforce
343639,,Rueven Michelson,"Managing Director, Head Of Underwriting",Pembrook Capital Management Llc,rmichelson@pembrookgroup.com,212-906-8682,Manual List Upload
9611677,,Kenzo Grosmaire,,,kenzogrosmaire51@gmail.com,,List import
6429453,,jam Lam,,,mohex62697@ezgiant.com,,Web Form Fillout
11026410,Inactive Investor,Carlos Meneses,,EFG Capital International,,,Salesforce
10873969,Inactive Investor,Mark Eckell,Senior Regional Supervisory Principal,LPL Financial LLC Independence KY Private Residence,,,Salesforce
9550915,,David Friezo,,,friezod@lydiancapital.net,,List import
11167080,Inactive Investor,Jeffrey Jones,,Cetera Advisor Networks LLC Idaho Falls ID 3040 Outlet Blvd,jonesj@ceteranetworks.com,,Salesforce
374721,,Matt McCoy,,Kumquat/Sowell Management Services,matt@kumquatwealth.com,(423) 531-0204,Google Natural Search
10792025,Inactive Investor,Bernhard Koepp,Chief Executive Officer;Managing Member;Regulatory Contact,C.J. Lawrence New York NY 400 Madison Ave,bkoepp@cjlawrence.com,,Salesforce
9555351,,Jamie Rzeszowski,,,jaberz4090@gmail.com,,List import
10494285,,Elias Dragon,"Chief Compliance Officer, Chief Financial Officer, Financial Planner, Owner","Main Street Retirement Planning, LLC",eli@mainstreetretirement.com,,List Import
11141576,Inactive Investor,Jennifer Melnyk,Director;Vice President,Morgan Stanley San Francisco CA 555 California St,jennifer.melnyk@morganstanley.com,,Salesforce
11028460,Inactive Investor,James Burns,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
11204416,Inactive Investor,Louis Barajas,Chief Executive Officer;Co-Founder;Managing Member;Wealth Manager,International Private Wealth Advisors LLC Irvine CA 16815 Von Karman Ave,louis@ipwadvisors.com,,Salesforce
10822455,Inactive Investor,Angela Yi Vo,,LPL Financial LLC Torrance CA 3635 Pacific Coast Hwy,angela.yi-vo@lpl.com,,Salesforce
213777,,Andrew Josuweit,,[Unknown],andrewjosuweit@gmail.com,,source
10801692,Inactive Investor,Alexander Boyer,Financial Advisor,LPL Financial LLC Pottstown PA 601 E High St,alexander.boyer@lpl.com,,Salesforce
10878096,Inactive Investor,Eric Lahaie,Founder;Investment Advisor Representative;Managing Member;Owner,"JEHM Wealth & Retirement, LLC",eric@jehmwealth.com,,Salesforce
11192652,Inactive Investor,Craig Small,Chief Compliance Officer;Vice President,"Symphony Financial Services, Inc.",craig.small@symphony-financial.com,,Salesforce
9637538,,Johann Ropers,,,johann.ropers@axa-im.com,,List import
11231027,Inactive Investor,Rosemary Neidermeyer,,LPL Financial LLC Iselin NJ 485 US Hwy 1 S,rose.neidermeyer@lpl.com,,Salesforce
11050211,Inactive Investor,Estelita Boloron,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",estelita.boloron@tfaconnect.com,,Salesforce
11179640,Inactive Investor,Susan Natsios,Senior Client Associate,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",susan.natsios@rbc.com,,Salesforce
10865325,Inactive Investor,Myron Gompert,Owner,Gompert Financial,,,Salesforce
345171,,Jeffrey Ryan,Wealth Advisor,"Ergawealth Advisors, Inc.",jryan@ergawealth.com,630-320-2078,Manual List Upload
10774942,Inactive Investor,Kathy Noll,Senior Registered Associate,Morgan Stanley Green Bay WI 111 N Washington St,,,Salesforce
10920461,Inactive Investor,Kevin Gormley,Chief Financial Officer;Principal;Regulatory Contact,Leading Edge Financial Planning LLC,kevin@leadingedgeplanning.com,,Salesforce
11131159,Inactive Investor,Sharon Stewart,,"Concourse Financial Group Securities, Inc. Goshen IN 1110 N Main St",sharon.stewart@concoursefinancial.com,,Salesforce
11155563,Inactive Investor,James Cleary,,"M Holdings Securities, Inc. Littleton CO 13986 W Bowles Ave",james.cleary@mfin.com,,Salesforce
10964536,Inactive Investor,Michael Stromenger,Financial Advisor,Edward Jones Tucson AZ 10355 N La Canada Dr,michael.stromenger@edwardjones.com,,Salesforce
228934,,Jesse -,,Jesse [[Unknown]],jteale@protonmail.com,,
10853537,Inactive Investor,John Oldengarm,Wealth Manager,"Trinity Capital Management, LLC Ontario CA 901 Via Piemonte",john@trinitycm.com,,Salesforce
221809,,Peter Wyrough,"CEO, Founder","Valuewealth Services, Llc",pwyrough@valuewealthservices.com,410-286-9230,Manual List Upload
11230931,Inactive Investor,Jeremy Newgard,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,,,Salesforce
11138101,Inactive Investor,Hetal Sethi,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",hetal.sethi@ml.com,,Salesforce
338596,,David Sheen,CFO,Vestwell Advisors Llc,david@mimeo.com,917-979-5358,Manual List Upload
10867726,Inactive Investor,Kenny Avenil,,"Latitude Advisors, LLC Matawan NJ 1075 State Rte 34",kavenil@latitudefinancial.net,,Salesforce
10978656,Inactive Investor,Laura Hutchison,Vice President,Thrivent Investment Management Inc.,laura.hutchison@thrivent.com,,Salesforce
10887705,Inactive Investor,Brian Crary,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,brian.crary@fmr.com,,Salesforce
10884712,Inactive Investor,Kellie Thompson,,"Steward Partners Investment Solutions, LLC Mobile AL 161 W I65 Service Rd N",kellie.thompson@stewardpartners.com,,Salesforce
11085129,Inactive Investor,Marquis Terrell,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",marquis.terrell@nm.com,,Salesforce
9564913,,Craig Koehler,,,craig@koehlerfinancialservices.com,,List import
10909897,Inactive Investor,Sylvia Cubillo Gonzalez,Co-Owner;Managing Principal,"Inversso, LLC",,,Salesforce
10819545,Inactive Investor,Morgan Edwards,Branch Manager;Client Associate;Complex Operations Manager,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",morgan.edwards@rbc.com,,Salesforce
10781765,Inactive Investor,Robert Shattuck,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,robert.shattuck@fidelity.com,,Salesforce
9623290,,Prag V,,,boredenator+grayscale@gmail.com,,List import
10871528,Inactive Investor,Paige Hardisty,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Hartford CT 99 Founders Plz",,,Salesforce
11089048,Inactive Investor,Grover Mollineaux,Financial Advisor,"Keystone Financial Group, LLC",grover.mollineaux@keystoneky.com,,Salesforce
11038609,Inactive Investor,Marisol Cozza,Premier Banker,"Wells Fargo Clearing Services, LLC Huntington Beach CA 7621 Edinger Ave",marisol.r.cabrera@wellsfargo.com,,Salesforce
11220458,,Kenneth Weik,,,kweik@weikinvest.com,,Other
10767116,Inactive Investor,Ross Taylor,,"Kestra Investment Services, LLC Denver CO 2960 Simms St",,,Salesforce
9572465,,Brian Caldwell,,,jbcaldwell123@gmail.com,,List import
10903068,Inactive Investor,Lorena Rubio,,"Wells Fargo Clearing Services, LLC Downey CA 8345 Firestone Blvd",lorena.ramos1@wellsfargo.com,,Salesforce
11075702,Inactive Investor,Patrick Johnson,Relationship Banker,J.P. Morgan Securities LLC Philadelphia PA 2500 Welsh Rd,,,Salesforce
10949516,Inactive Investor,Cheryl Cherry,,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,cheryl.cherry@primerica.com,,Salesforce
9599728,,Gene Kowalski,,,genekowalski@solitudefinancial.com,,List import
10974625,Inactive Investor,Rachel Carmony,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",rachel.carmony@tiaa.org,,Salesforce
10896433,Inactive Investor,Angela Randall,Financial Advisor;Registered Branch Associate,Edward Jones Columbia MO 1729 W Broadway,angela.randall@edwardjones.com,,Salesforce
11046905,Inactive Investor,Cale Brunkhorst,Financial Producer,Thrivent Investment Management Inc. Concordia MO 730 S Main St,cale.brunkhorst@thrivent.com,,Salesforce
10791270,Inactive Investor,Charles Hansel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11056719,Inactive Investor,Wendy Burpee,,State Farm VP Management Corp. Madison AL 150 Sun Temple Dr,wendy.burpee.j3mj@statefarm.com,,Salesforce
9565610,,Ira Lubert,,,ilubert@lubertadler.com,,List import
11094886,Inactive Investor,Carrie Schilz,Managing Partner;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Sturgeon Bay WI 1408 Green Bay Rd",cschilz@wfafinet.com,,Salesforce
343613,,Ricky Moore,Managing Director,"Brooks, Moore & Associates, Inc.",rlm@brooksmoore.net,423-756-8628,Manual List Upload
9600041,,Joe Shmo,,,jay679@aol.com,,List import
10816925,Inactive Investor,Thomas Mcknight,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11009453,Inactive Investor,Katelyn Galante,,"MML Investors Services, LLC Portland OR 5200 S Macadam Ave",,,Salesforce
10945286,Inactive Investor,Douglas Machado,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,douglas.machado@fidelity.com,,Salesforce
152738,,Willys Goutama,,[Unknown],willysgoutama@gmail.com,,medium
9570974,,Marcel Massimb,"Limited Partner, Managing Director, Research and Risk Management","Pinnacle Asset Management, L.P.",mmassimb@pinnacle-lp.com,212-750-1778,List import
10832072,Inactive Investor,Marijo Dluzak,,"Osaic Wealth, Inc. Merrillville IN 285 W 80th Pl",,,Salesforce
9637393,,pim pon,,,liveheg257@harcity.com,,List import
10891075,Inactive Investor,Mabel Rodriguez,,J.P. Morgan Securities LLC Astoria NY 2245 31st St,mabel.a.rodriguez@jpmorgan.com,,Salesforce
353280,,Todd Hughes,,Todd Hughes,tjhughesdvm1@yahoo.com,,
11176276,Inactive Investor,Evelyn Murison,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,evelyn.murison@primerica.com,,Salesforce
11068262,Inactive Investor,Luis Pinto,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",luis.pinto@ml.com,,Salesforce
340328,,Kevin Masse,"CPO, Boston",Ta Associates,kmasse@ta.com,617-574-6700,Manual List Upload
10867829,Inactive Investor,Juan Bruno,,Kovack Securities Inc. Coral Springs FL 3000 N University Dr,,,Salesforce
10859295,Inactive Investor,Matthew Warntz,Wealth Management Consultant,LPL Financial LLC Harrisburg PA 1 Innovation Way,matt.warntz@lplfinancial.com,,Salesforce
11163685,Inactive Investor,Jesus Gonzalez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 1801 W Ajo Way",,,Salesforce
10846504,Inactive Investor,Joseph Lotempio,,"MML Investors Services, LLC Buffalo NY 4536 Main St",jlotempio@massmutual.com,,Salesforce
1876239,,Sanjay Kumar,,,sonisanjay201030@gmail.com,,
10611459,,Riley Juenger,Financial Advisor,,riley.juenger@raymondjames.com,,List Import
10970312,Inactive Investor,David Sosa,,"Equity Services, Inc. San Antonio TX 8000 IH 10 W",dsosa@nationallife.com,,Salesforce
10785582,Inactive Investor,Marta Salinas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,marta.salinas@fidelity.com,,Salesforce
10843229,Inactive Investor,Kristian Mariaca,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11210197,Inactive Investor,Jo Green,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",jodi.green@nm.com,,Salesforce
10617330,,Amanda Bayliss,,,amanda.bayliss@ampf.com,,List Import
9642161,,Jennifer White,,,kenniferwhite5150@gmail.com,,List import
9611182,,Sang hyun Lee,,,shsh0831@naver.com,,List import
10809696,Inactive Investor,Dennis Singh,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",dennis.singh@ml.com,,Salesforce
11204085,Inactive Investor,Rebecca Walser,Chief Compliance Officer;Chief Executive Officer;Managing Member;Wealth Advisor,"Walser Wealth Management Company, A Limited Liability Company",rwalser@walserwealth.com,,Salesforce
10843663,Inactive Investor,Dennis Gerkhardt,,"The Investment Center, Inc. Somerville NJ 3322 US Hwy 22",dgerkhardt@investmentctr.com,,Salesforce
11228762,Inactive Investor,Gregory Clark,,J.P. Morgan Securities LLC Mesa AZ 1940 S Val Vista Dr,gregory.clark@jpmorgan.com,,Salesforce
334700,,Karen Nista,"Member And Director Of Penwood Realty Advisers, Inc.","Penwood Real Estate Investment Management, Llc",knista@penwoodre.com,860-218-6536,Manual List Upload
10890631,Inactive Investor,Christian Vargas,Financial Advisor Associate,Morgan Stanley Melbourne FL 8150 N Wickham Rd,christian.vargas@morganstanley.com,,Salesforce
10855749,Inactive Investor,Jason Jaeger,Financial Advisor,LPL Financial LLC Fargo ND 215 5th St N,jason.jaeger@lpl.com,,Salesforce
10792859,Inactive Investor,Miaziah Johnson,Assistant Vice President;Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",miaziah.johnson@ml.com,,Salesforce
146630,,Alvaro Camara,,[Unknown],alvarocamara7@yahoo.co.uk,,Event
9623953,,Steve -,,,steve@canyonrimpt.com,,List import
11041398,Inactive Investor,Rashon Holmes,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,,,Salesforce
10985131,Inactive Investor,Randy Oehrlein,,Lincoln Investment Austin TX 1202 Lakeway Dr,roehrlein@lincolninvestment.com,,Salesforce
10973262,Inactive Investor,Ellen Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ellen_williams@vanguard.com,,Salesforce
10771122,Inactive Investor,David Donahue,Member;Portfolio Manager;Senior Vice President,EagleClaw Capital Management LLC,,,Salesforce
10488925,,John Chrispens,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,j4chrispens@gmail.com,,List Import
10935173,Inactive Investor,John Balmer,Investment Advisor,DST Wealth Management LLC Irvine CA 13844 Alton Pkwy,,,Salesforce
10994423,Inactive Investor,Kritsadaphan Peankurdsuk,,NYLIFE Securities LLC New York NY 285 Fulton St,kpeankurdsuk@ft.newyorklife.com,,Salesforce
372672,,Kenneth Langlois,,United States,kjlanglois@icloud.com,,source
11198981,Inactive Investor,David Page,Chairman;Chief Compliance Officer;Chief Executive Officer,Boston Harbor Investment Management,dpage@bostonharborim.com,,Salesforce
11083892,Inactive Investor,Ann-Marie Batten,,"Allstate Financial Services, LLC West Palm Beach FL 10130 Northlake Blvd",annmariebatten@allstate.com,,Salesforce
11157651,Inactive Investor,Chad Waddoups,Financial Advisor,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,chad.waddoups@lpl.com,,Salesforce
10906397,Inactive Investor,Alyce Hackett,,"The Investment Center, Inc. Morristown NJ 25 Raven Dr",ahackett@investmentctr.com,,Salesforce
10906361,Inactive Investor,Todd Sears,Private Client Advisor,J.P. Morgan Securities LLC Santa Maria CA 2200 S Broadway,todd.sears@jpmorgan.com,,Salesforce
10832132,Inactive Investor,Christopher Borajkiewicz,Private Wealth Advisor,"Ameriprise Financial Services, LLC North Haven CT 250 State St",christopher.m.borajkiewicz@ampf.com,,Salesforce
10915797,Inactive Investor,Brian Pulliam,,Cetera Advisor Networks LLC Columbia MO 630 E Green Meadows Rd,,,Salesforce
11036070,Inactive Investor,Axel Munoz-Ortega,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",axel.munoz-ortega@nm.com,,Salesforce
10909029,Inactive Investor,Steven Pierce,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,steve.pierce.b2pb@statefarm.com,,Salesforce
11028208,Inactive Investor,Matthew Kaufmann,,Jefferies LLC,mkaufmann@jefferies.com,,Salesforce
9647606,,Shantanu Sharma,,,s@stemlending.com,,List import
10955367,Inactive Investor,Jeffrey Duncan,,"Allstate Financial Services, LLC Kalamazoo MI 6939 W Q Ave",jeffduncan@allstate.com,,Salesforce
11175402,Inactive Investor,Chester Thomas,,"Northwestern Mutual Investment Services, LLC Johnstown PA 227 Franklin St",clyde.thomas@nm.com,,Salesforce
11087329,Inactive Investor,Cosmo Laurino,,Bull Harbor Capital LLC. Copiague NY Private Residence,,,Salesforce
10996724,Inactive Investor,Andrew Kutanovski,Investment Advisor,LPL Financial LLC Crown Point IN 1504 N Main St,andrew.kutanovski@lpl.com,,Salesforce
10861760,Inactive Investor,David Whitlock,Financial Advisor,Edward Jones Middlesboro KY 1932 Cumberland Ave,david.whitlock@edwardjones.com,,Salesforce
9555005,,Geoffrey Maunus,,,geoff.maunus@gmail.com,,List import
10828432,Inactive Investor,David Housman,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Paducah KY 4730 Village Square Dr,bhousman@rwbaird.com,,Salesforce
11047329,Inactive Investor,Claire Lastrapes,,Hilltop Securities Inc. Austin TX 2700 Via Fortuna,claire.lastrapes@hilltopsecurities.com,,Salesforce
197710,,Robert Dolnik,Financial Advisor,"Cambridge Investment Research Advisors, Inc.",robert.dolnik@cambridgeresource.com,262-512-9224,
9592693,,Ric Jose Napigkit,,,ricnaps@gmail.com,,List import
11160974,Inactive Investor,Thomas Horne,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,thomas.horne@fidelity.com,,Salesforce
11135407,Inactive Investor,David Hofer,Member;Principal;Principal Advisor,"Brightwood Ventures, LLC",dave.hofer@brightwoodventures.com,,Salesforce
10903947,Inactive Investor,Ralph Gobell,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC West Hartford CT 75 Isham Rd",ralph.gobell@tiaa.org,,Salesforce
10820242,Inactive Investor,David Cuba,Senior Financial Advisor,Lincoln Investment Kansas City MO 1600 Genessee St,dcuba@lincolninvestment.com,,Salesforce
11146609,Inactive Investor,Yuling Feng,,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",yuling.feng@tfaconnect.com,,Salesforce
9613750,,Deren Bozdag,,,deren@live.com.au,,List import
10909430,Inactive Investor,Joseph Loewenstein,,"Cambridge Investment Research, Inc. Washington MO 1190 Jefferson St",joe.loewenstein@cambridgesecure.com,,Salesforce
9576350,,Laura Wood,,,laurawood@gmail.com,,List import
10756342,Inactive Investor,Edward Droesch,,Goldman Sachs & Co.,edward.droesch@gs.com,,Salesforce
11149615,Inactive Investor,Jeremy Henderson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11148219,Inactive Investor,Elsie Theodore,,PFS Investments Inc. Chantilly VA 4455 Brookfield Corporate Dr,elsie.theodore@primerica.com,,Salesforce
226137,,Jorrit -,,[[Unknown]],vanderharst@gmail.com,,Initial Salesforce Import
11112295,Inactive Investor,Francis Williams,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,frank.williams@opco.com,,Salesforce
321813,,Brian Fagan,Vice President,JP Morgan Chase,faganb@umich.edu,,Manual List Upload
10794156,Inactive Investor,Stephen Ashe,Senior Vice President,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",stephen.ashe@equitable.com,,Salesforce
9555161,,Gerard Kennedy,,,gerardkennedy@gmail.com,,
9547933,,Christopher Kern,,,christopher.kern@fmr.com,,List import
11044554,Inactive Investor,Aiko Luking,,J.P. Morgan Securities LLC Portland OR 7405 SW Barbur Blvd,aiko.luking@jpmorgan.com,,Salesforce
11181208,Inactive Investor,David Bushman,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,david.bushman@morganstanley.com,,Salesforce
9580460,,Matthew Slater,,,matt@coindash.co,,List import
11178595,Inactive Investor,Christina Corrado,,J.P. Morgan Securities LLC,christina.corrado@jpmorgan.com,,Salesforce
10807891,Inactive Investor,Wayne Green,,"Raymond James Financial Services, Inc. Houston TX 1800 West Loop S",wayne.e.green@raymondjames.com,,Salesforce
1004377,Inactive Investor,Nathan Erickson,,Nathan Erickson,nerickson@mraassociates.com,,3rd Party Lead Gen
10850841,Inactive Investor,Jon Frandell,Financial Advisor,"Wells Fargo Clearing Services, LLC Temecula CA 27555 Ynez Rd",jon.frandell@wellsfargoadvisors.com,,Salesforce
10661754,,William West,,,will@raiwealth.com,,List Import
10899533,Inactive Investor,Phillip Barringer,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",pbarringer@financialguide.com,,Salesforce
9647455,,Sandra Cassidy,,,slcassidy2122@gmail.com,,List import
10778494,Inactive Investor,Michael Sommer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",michael.l.sommer@ml.com,,Salesforce
10898889,Inactive Investor,Robert Knox,Founder;President,"Venn Wealth & Benefit Services, LLC",,,Salesforce
9601840,,Michael Jaje,,,mjaje@buckheadcapital.com,,List import
10961937,Inactive Investor,Marissa Cosenza,,LPL Financial LLC Brooklyn NY 265 86th St,marissa.cosenza@lpl.com,,Salesforce
10975099,Inactive Investor,Heather Deatrick-Schultz,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",heather.deatrickschultz@gwrs.com,,Salesforce
10949232,Inactive Investor,Samuel Watts,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10696063,,Sebastian Ramos,,SNOWDEN ACCT SERVICES LLC,sramos@snowdenlane.com,,List Import
11109769,Inactive Investor,Mark Tutino,Financial Advisor,LPL Financial LLC Milford CT 121 W Main St,mark.tutino@lpl.com,,Salesforce
11017956,Inactive Investor,Forrest Macierez,,"U.S. Bancorp Investments, Inc. Aptos CA 96 Rancho Del Mar",forrest.macierez@usbank.com,,Salesforce
10765505,Inactive Investor,Martha Knapp,Registered Associate;Senior Registered Associate,Morgan Stanley Portland OR 760 SW 9th Ave,martha.knapp@morganstanley.com,,Salesforce
10982946,Inactive Investor,Anthony Francis,Associate,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,anthony.francis@jpmorgan.com,,Salesforce
10957769,Inactive Investor,Eric Lowman,,"Pruco Securities, LLC. West Chester OH 9078 Union Centre Blvd",eric.lowman@prudential.com,,Salesforce
10894981,Inactive Investor,Tucker Cory,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 5320 Donald Ross Rd",tucker.cory@raymondjames.com,,Salesforce
10480278,,[Unknown],,,berahrteajnyrtsmyrt@gmail.com,,Web Form Fillout
10935974,Inactive Investor,Kevin Kennedy,Advisor;Investment Advisor,Victrix Investment Advisors Park City UT 6300 Sagewood Dr,kevin@victrixinvestmentadvisors.com,,Salesforce
170870,,Pushp Gupta,,[Unknown],pdgupta12@gmail.com,,Organic Search
10855491,Inactive Investor,Zenaida Dycoco,,PFS Investments Inc. Fontana CA 7740 Edison Ave,zenaida.dycoco@primerica.com,,Salesforce
11185076,Inactive Investor,Mark Hoppe,,HSBC Securities (USA) Inc. Charlotte NC 550 S Tryon St,,,Salesforce
10801054,Inactive Investor,Gary Johnson,Financial Consultant,"Equitable Advisors, LLC Greenville SC 750 Executive Center Dr",gary.johnson@equitable.com,,Salesforce
10821730,Inactive Investor,Claudia Wesson,Financial Advisor,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",claudia.tapara@raymondjames.com,,Salesforce
10796732,Inactive Investor,Douglas Mogck,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Valparaiso IN 57 Michigan Ave",doug.mogck@nm.com,,Salesforce
9583739,,Jay Thacker,,,jthacker@wellspringgroupllc.com,,List import
10756503,Inactive Investor,Joanne Nuguit,Portfolio Associate,Morgan Stanley Roseville CA 1478 Stone Point Dr,joanne.nuguit@morganstanley.com,,Salesforce
10820314,Inactive Investor,Craig Lenhard,Financial Advisor,LPL Financial LLC Grosse Pointe MI 19810 Mack Ave,craig.lenhard@lpl.com,,Salesforce
11127832,Inactive Investor,James Ledbetter,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",james.b.ledbetter@ampf.com,,Salesforce
10942649,Inactive Investor,Alana Eure,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11046944,Inactive Investor,Liam Diana,,Morgan Stanley,,,Salesforce
11158165,Inactive Investor,Benjamin Lafleur,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,benjamin.lafleur@fidelity.com,,Salesforce
10757468,Inactive Investor,Sandra Conroy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",sandra.conroy@ml.com,,Salesforce
11041459,Inactive Investor,Minjeong Kim,,PFS Investments Inc.,mkim@primerica.com,,Salesforce
7103528,,Jacqueline Johnson,,,feivmbzjzhaaskj@eurokool.com,,Web Form Fillout
348953,,Kevin Jordan,Managing Partner,"Nms Capital Services, Llc",kjordan@nms-capital.com,212-422-7099,Manual List Upload
10981647,Inactive Investor,Kyle Radabaugh,Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,kyle.radabaugh@corient.com,,Salesforce
9594544,,Michael Weissman,,,mweissman@aspiriant.com,,List import
10955663,Inactive Investor,Craig Surprise,,"Osaic Wealth, Inc. Appleton WI 5107 N Ballard Rd",,,Salesforce
10805165,Inactive Investor,Jeffrey Dewees,,"Sanctuary Securities, Inc. Aliso Viejo CA 30 Enterprise",jdewees@sanctuarywealth.com,,Salesforce
11088076,Inactive Investor,David Curry,,"Independent Advisor Alliance, LLC Charlotte NC 4777 Sharon Rd",,,Salesforce
11067586,Inactive Investor,Jacob Fishbaugh,Assistant Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",jake.fishbaugh@wellsfargoadvisors.com,,Salesforce
11090737,Inactive Investor,Michael Miller,Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,micheal.d.miller@ubs.com,,Salesforce
11128149,Inactive Investor,Denzel Vargas,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,dvargas@primerica.com,,Salesforce
11189903,Inactive Investor,John Ondeck,Client Relationship Specialist,"Charles Schwab & Co., Inc. Washington DC 1845 K St NW",,,Salesforce
10799194,Inactive Investor,John Rusciano,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",,,Salesforce
10907623,Inactive Investor,Edward Murray,,LPL Financial LLC San Diego CA 4707 Executive Dr,edward.murray@lpl.com,,Salesforce
11229418,Inactive Investor,Chase Pierce,,William Blair,,,Salesforce
10914117,Inactive Investor,Stacie Harris,,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,stacie.harris@rockco.com,,Salesforce
11151452,Inactive Investor,Kimberlee Lomas,,"Osaic Wealth, Inc. Beaverton OR 17933 NW Evergreen Pkwy",,,Salesforce
9629430,,Rah Ramnani,,,raj.ramnani@yale.edu,,List import
11206799,Inactive Investor,Xusheng Chen,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,xchen12@ft.newyorklife.com,,Salesforce
10860637,Inactive Investor,Jacob Mudde,Financial Advisor,Edward Jones Palos Heights IL 12306 S Harlem Ave,jake.mudde@edwardjones.com,,Salesforce
9624120,,Nemo Qin,,,nemolang88@gmail.com,,List import
10806627,Inactive Investor,Samantha Rotter,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10644427,,Ryan Zurek,,,rzurek@oceantomo.com,,List Import
11238955,Inactive Investor,Yiping Song,,Canada Overseas,ysong@canadaoverseas.com,,Salesforce
227334,, -,,[Unknown],ms.tsammons@gmail.com,,
11139229,Inactive Investor,Douglas Royle,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",doug.royle@ampf.com,,Salesforce
9602795,,Pedram Hendizadeh,,,phendizadeh@gmail.com,,List import
11101435,Inactive Investor,Amanda Gustavsson,,"Empower Financial Services, Inc North Wales PA Private Residence",amanda.gustavsson@empower.com,,Salesforce
11220727,,Randall Kensinger,,,randall.kensinger@transamerica.com,,Other
11219562,,Rene Ramirez,,,rramirez@aamlive.com,,Other
10980207,Inactive Investor,Ryan Bell,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9551914,,MD MANIK Hossain,,,manikmdmanik623@gmail.com,,List import
10883013,Inactive Investor,Tomasa Martinez,Financial Advisor,Edward Jones Georgetown TX 711 San Gabriel Village Blvd,tammy.l.martinez@edwardjones.com,,Salesforce
9603497,,Andrew Damcevski,,,a.damcevski@truepointcapital.com,,List import
10871849,Inactive Investor,Mark Sifling,Financial Planner;Manager;Member;Owner;Principal,Simple Life Financial,mark.sifling@simplelifefinancial.com,,Salesforce
11052126,Inactive Investor,Perry Beaver,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,perry.beaver@primerica.com,,Salesforce
371821,,mohammadreza mosavi,,United States,parisa.mosavi2828@gmail.com,,Salesforce
11165477,Inactive Investor,Christopher Bryant,,"Arete Wealth Management, LLC Long Beach CA 3444 E Anaheim St",chris.bryant@raymondjames.com,,Salesforce
10895130,Inactive Investor,Andrea Kelble,Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,andrea.kelble@jpmorgan.com,,Salesforce
10662107,,Andrea Massey,,,amassey@ftadvisors.com,,List Import
228461,, -,,[[Unknown]],tomiarnold@yahoo.com,,Direct
11210013,Inactive Investor,Samuel Greene,Financial Advisor,"Ameriprise Financial Services, LLC La Crosse WI 401 2nd St N",samuel.greene@ampf.com,,Salesforce
11118848,Inactive Investor,Stone Mitchell,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
9609,,Ramtin Sh,,France,ramtin_shafeghaty@yahoo.com,,Organic Search
370628,,Filipe Lopes,,United States,ic8804062@gmail.com,,Salesforce
11141660,Inactive Investor,Ricky Bonilla,,"Allstate Financial Services, LLC Honolulu HI 2024 N King St",rbonilla@allstate.com,,Salesforce
9589549,,Douglas Neff,,,dneff@ihpinc.com,,List import
10959100,Inactive Investor,Joshua Wilder,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10755381,Inactive Investor,Christine Wiskochil,Financial Advisor,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,cbenner@rwbaird.com,,Salesforce
9601832,,Marc Massaux,,,mmassaux25@gmail.com,,List import
10789973,Inactive Investor,Jubal Gatwood,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,jubal.gatwood@morganstanley.com,,Salesforce
218585,,Shaun Mellet,,[Unknown],melletshaun@gmail.com,,
9596608,,Mary Neeley,,,mneeley@wealthenhancement.com,,List import
11081816,Inactive Investor,Jo Swatt-Csire,,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",joann.csire@wellsfargoadvisors.com,,Salesforce
9605452,,Mehrdad Ansari,,,mhrddnsr@yahoo.com,,List import
10835479,Inactive Investor,Ronald Troyan,,"Osaic Wealth, Inc. Venice FL Private Residence",,,Salesforce
195653,,Bianca Cosa,,[Unknown],bianca4733@hotmail.com,,source
143482,,Sai Pramod Inguva,,[Unknown],saipramodh.iitm@gmail.com,,source
9583435,,Jim Stegall,,ALPS ETF Trust,jimmy.stegall@alpsinc.com,,List import
10774356,Inactive Investor,Edward Mirsky,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. San Diego CA 600 W Broadway,edward.mirsky@ubs.com,,Salesforce
11100954,Inactive Investor,Timothy Woolard,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",,,Salesforce
9581741,,Kenneth Wormser,,,kwormser@greensledge.com,,List import
11206045,Inactive Investor,Graham Hartley,Financial Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,graham.hartley@lpl.com,,Salesforce
234809,, -,,[[Unknown]],joaquimcarreira7@gmail.com,,
10952799,Inactive Investor,Mitch Klintworth,,Purshe Kaplan Sterling Investments Seward NE 111 N 3rd St,mklintworth@pksinvest.com,,Salesforce
10831225,Inactive Investor,Peter Ferraro,,"Moloney Securities Co., Inc.",pferraro@moseco.com,,Salesforce
10487365,,Tyler Wood,Wealth Planning Associate,UBS Financial Services Inc.,tyler.wood@ubs.com,214-981-0539,List Import
11143950,Inactive Investor,Steven Merchant,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",steven.c.merchant@ml.com,,Salesforce
9573092,,Kenneth Smith,,,ksmith@wealthenhancement.com,,List import
11157014,Inactive Investor,Richard Lindsey,Chief Investment Officer;Managing Partner,"Windham Capital Management, LLC Boston MA 800 Boylston St",,,Salesforce
10907508,Inactive Investor,Erin Ballor,Chief Compliance Officer;Investment Advisor Representative,Ryzome Investment Advisors,elb@ryzomeadvisors.com,,Salesforce
10844230,Inactive Investor,John Holland,Financial Advisor,The Huntington Investment Company Akron OH 3 Cascade Plz,,,Salesforce
157836,,Arkajyoti Karmakar,,[Unknown],arkajyotik@gmail.com,,Direct
10899416,Inactive Investor,Tanner Siegert,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",tanner.siegert@ml.com,,Salesforce
10946246,Inactive Investor,Jalaleddin Afifi,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",jalal.afifi@wellsfargo.com,,Salesforce
11163837,Inactive Investor,Howard Bienenfeld,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,howard.bienenfeld@lpl.com,,Salesforce
10928503,Inactive Investor,Chad Kulchinski,Financial Advisor,Edward Jones Benton AR 3125 Hwy 5 N,chad.kulchinski@edwardjones.com,,Salesforce
11261038,Inactive Investor,Daniel Harkin,Associate Financial Advisor,Hamilton Capital,danny.harkin@hamiltoncapital.com,,Salesforce
10765500,Inactive Investor,Daniel Mooradian,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,daniel.mooradian@morganstanley.com,,Salesforce
332781,,David Daughtrey,Managing Member,Copperwynd Financial,ddaughtrey@copperwyndfinancial.com,480-348-2100,Manual List Upload
11260557,Inactive Investor,Austin Link,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
10807676,Inactive Investor,Pierce Hemphill,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",pierce.hemphill@ml.com,,Salesforce
10837465,Inactive Investor,Scott Syphers,Chief Compliance Officer;Managing Member;President,Broad Reach Capital LLC,,,Salesforce
11005742,Inactive Investor,Simon Hay,,M1 Finance LLC,s.hay@m1finance.com,,Salesforce
11114671,Inactive Investor,Mark Kroll,,"Harbour Investments, Inc. La Crosse WI 210 7th St S",,,Salesforce
9614119,,Sarah Harley,,,sarah@gentrustwm.com,,List import
11054893,Inactive Investor,Lilybeth Zuniga,,PFS Investments Inc. Colton CA 1400 E Cooley Dr,lilybethzuniga@primerica.com,,Salesforce
11194803,Inactive Investor,Stefan Fencl,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"LEEP Asset Management, LLC",sfencl@leep-am.com,,Salesforce
10790096,Inactive Investor,Richard McCool,Financial Advisor,Park Avenue Securities LLC Milton FL 5185 Elmira St,richard_mccool@glic.com,,Salesforce
10858033,Inactive Investor,William Nelson,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Rochester MN 1701 Greenview Pl SW",william.b.nelson@wellsfargo.com,,Salesforce
10924443,Inactive Investor,Ranard Woods,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",ranard.woods@northerntrust.com,,Salesforce
10960525,Inactive Investor,Colin Hilpert,,"Stifel, Nicolaus & Company, Incorporated",hilpertc@stifel.com,,Salesforce
10614386,,Deepak Alur,Financial Advisor,,alurfinancial@gmail.com,,List Import
11231376,Inactive Investor,Justin Drake,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_drake@vanguard.com,,Salesforce
10843589,Inactive Investor,Mark Standard,,"Ameritas Investment Company, LLC Silver Spring MD 8737 Colesville Rd",mark.standard@ameritas.com,,Salesforce
9624927,,donté longuele,,,tiagogass@gmail.com,,List import
10911048,Inactive Investor,William Sloan,Chief Compliance Officer;Owner;President,"Sound Financial Management, Inc.",bill@sound-financial.net,,Salesforce
10934944,Inactive Investor,Seth Wilson,Financial Advisor,Edward Jones New Palestine IN 48 W Main St,,,Salesforce
11129693,Inactive Investor,Richard Sterling,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",richard.sterling@ml.com,,Salesforce
11028574,Inactive Investor,Jennings Segura,,LPL Financial LLC Beverly Hills CA 9830 Melinda Dr,jennings.segura@lpl.com,,Salesforce
10910473,Inactive Investor,Matthew Masterson,Partner;Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,matthew.masterson@corient.com,,Salesforce
11034012,Inactive Investor,John Rockeman,Financial Advisor,Mountain Capital Investment Advisors Inc,jrockeman@mountaincapital.us,,Salesforce
11222914,,Jacob Goddard,,,jacob.goddard@marinerwealthadvisors.com,,List Import
9593709,,Jon Roth,,,lightsire@gmail.com,,List import
339744,,Amy Cameron,"President, Executive Vice President And Chief Investment Officer","Members Capital Advisors, Inc.",amy.cameron@cunamutual.com,608-238-5851,Manual List Upload
10957229,Inactive Investor,Tracy Keller,,"Wells Fargo Clearing Services, LLC Lakeland FL 6711 US Hwy 98 N",,,Salesforce
10782858,Inactive Investor,Randall Barnes,Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Dallas TX 8383 Preston Center Plz,randall.barnes@morganstanley.com,,Salesforce
10963745,Inactive Investor,Eric Sagadin,Senior Vice President;Senior Wealth Advisor,Lido Chicago IL 20 N Clark St,esagadin@lidoadvisors.com,,Salesforce
11015223,Inactive Investor,Buck Emmerick,,"Bankers Life Securities, Inc. Duluth GA 3805 Crestwood Pkwy NW",buck.emmerick@bankerslife.com,,Salesforce
11157822,Inactive Investor,Charles West,Financial Advisor;Financial Planning Specialist;Government Entity Specialist;Senior Institutional Consultant,Morgan Stanley Boca Raton FL 4855 Technology Way,charles.west@morganstanley.com,,Salesforce
10800839,Inactive Investor,Anne-Marie McCormick,,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",anne-marie.mccormick@ampf.com,,Salesforce
10831634,Inactive Investor,Ralph Caputo,,"Wells Fargo Advisors Financial Network, LLC West Lebanon NH 24 Airport Rd",ralph.caputo@wfafinet.com,,Salesforce
350109,,Linda Rutledge,Financial Professional,"Voya Financial Advisors, Inc.",linda.rutledge@voyafa.com,,
10795707,Inactive Investor,Douglas Morris,,Morgan Stanley Claremont CA 456 W Foothill Blvd,doug.morris@morganstanley.com,,Salesforce
9647291,,Alonggot Chawalitanont,,,alonggot@varys.capital,,List import
11205423,Inactive Investor,Phillip Gebhardt,,"NewEdge Securities, Inc. Dover OH 899 E Iron Ave",,,Salesforce
9634088,,Alvaro Padro,,,ander.padro@gmail.com,,List import
10986494,Inactive Investor,Chamara Fields,,"Horace Mann Investors, Inc. Desoto TX 1801 N Hampton Rd",chamara.fields@horacemann.com,,Salesforce
11155175,Inactive Investor,John Ferullo,,GWN Securities Inc. West Chester PA 1587 McDaniel Dr,jferullo@gwnsecurities.com,,Salesforce
11059516,Inactive Investor,Patrick Selfridge,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
10356196,,Anamika Afrin,,,waliullah19622@gmail.com,,Web Form Fillout
10887088,Inactive Investor,Evander Thompson,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC",evander.thompson@tiaa.org,,Salesforce
11232016,Inactive Investor,Sophie Miller,,Commonwealth Financial Network Ludlow MA 535 East St,,,Salesforce
10944013,Inactive Investor,James Breeze,,"Madison Avenue Securities, LLC Lake Oswego OR 5200 Meadows Rd",,,Salesforce
9604674,,Petri Pesonen,,,pesonpe@gmail.com,,List import
10971915,Inactive Investor,Jeffrey Crouse,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,jeffrey.crouse@fmr.com,,Salesforce
11220302,,Marcus Carter,,,andre_carter@vanguard.com,,Other
9570550,,Mykola Yaremko,,,nyaremko@gmail.com,,List import
10869149,Inactive Investor,Bradley Sullivan,,"Mutual Securities, Inc. Roseville CA 3721 Douglas Blvd",bradley.sullivan@mutualsecurities.com,,Salesforce
11230432,Inactive Investor,Aleksandra Alimova,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,aalimova@ft.newyorklife.com,,Salesforce
9637619,,Paul S. Grogan,,,paul.grogan@tbf.org,,List import
9634552,,Robert Tracy,,,rtracy@larsonallen.com,,List import
10787500,Inactive Investor,Nassim Elias,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,nassim.elias@fidelity.com,,Salesforce
11001870,Inactive Investor,Martin Cantu,,"Wells Fargo Clearing Services, LLC Alice TX 1128 E Main St",martin.cantu@wfadvisors.com,,Salesforce
10950098,Inactive Investor,Jordan Keny-Guyer,,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
10864704,Inactive Investor,Robert Trudo,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",robert.trudo@valic.com,,Salesforce
11231722,Inactive Investor,Gino Campana,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,ginocampana.team@fidelity.com,,Salesforce
10780049,Inactive Investor,Joyce Oaks,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 2712 Orchard Dr",joyce.m.ankrum@ampf.com,,Salesforce
11096018,Inactive Investor,Zvika Feldman,Chief Compliance Officer;Managing Principal,"1818 Private Client Group, LLC",,,Salesforce
10926055,Inactive Investor,Elizabeth Smith,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",smithe@bernstein.com,,Salesforce
10936946,Inactive Investor,Christian Moon,Advisor;Chief Compliance Officer;Member;President,Snake River Investment Counsel LLC,cmoon@snakeriveric.com,,Salesforce
11211325,Inactive Investor,Alexander Shen,,"Wells Fargo Clearing Services, LLC Seattle WA 625 5th Ave S",,,Salesforce
11035426,Inactive Investor,Devon Mclain,,"Kingswood Capital Partners, LLC Denver CO 975 N Lincoln St",,,Salesforce
9554364,,Tina Tenret,,,tina@thetenretcompany.com,,List import
10839744,Inactive Investor,Jose Marques,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jose.marques@fidelity.com,,Salesforce
11218397,,Dylan Osimetha,,,dylan.osimetha@jpmorgan.com,,List Import
10826026,Inactive Investor,John Mcdermott,,Oppenheimer & Co. Inc.,,,Salesforce
10913920,Inactive Investor,Thomas Stout,Member;President,Stout Capital Management LLC Thousand Oaks CA 1264 Lynnmere Dr,,,Salesforce
10984745,Inactive Investor,Adam Pyle,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,adam.pyle@jpmorgan.com,,Salesforce
10959106,Inactive Investor,Mylinda Ellis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10806860,Inactive Investor,Troy Litle,,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",troy.a.litle@wellsfargo.com,,Salesforce
11169177,Inactive Investor,Jeffrey Wilson,Financial Advisor,Edward Jones Wentzville MO 203 Creekside Office Dr,jeffrey.wilson@edwardjones.com,,Salesforce
9549924,,Tony Carrion,,,tcarrion@valcap.com,,List import
10906120,Inactive Investor,James Smallwood,,LPL Financial LLC Denver CO 8055 E Tufts Ave,james.smallwood@lpl.com,,Salesforce
10893071,Inactive Investor,Patrick Brady,,"Allstate Financial Services, LLC Fort Lauderdale FL 1845 Cordova Rd",patrickbrady@allstate.com,,Salesforce
10769439,Inactive Investor,Thomas Hamby,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,thomas.g.hamby@jpmorgan.com,,Salesforce
9646741,,Nguy?n Khánh,,,dnc.toom@gmail.com,,List import
374465,,Aaron Jensen,,SPC,ajensen@sigmarep.com,,Salesforce
11090560,Inactive Investor,Isham Moore-Poe,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,isham.moore-poe@jpmorgan.com,,Salesforce
9645035,,Andrew Holden,,,aholden@capitalsynergypartners.com,,List import
9554867,,Robert Florek,,,rob@florekfinancial.com,,List import
223262,,Paula Faith Weiner,Managing Director,Audeliss,paula@audeliss.com,,
11206103,Inactive Investor,Sean Flaherty,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",,,Salesforce
10765348,Inactive Investor,Joseph Johnson,,"Avantax Investment Services, Inc. Crystal Lake IL 95 S Virginia St",,,Salesforce
9592050,,Saransh Maheshwari,,,saranshmaheshwari@hotmail.com,,List import
10971998,Inactive Investor,Kimberly Mallas,,"Vanderbilt Securities, LLC Sandy UT 8966 S Cobblemoor Ln",,,Salesforce
9621444,,Chris Seleley,,,ckseeley65@outlook.com,,List import
10970367,Inactive Investor,Jennifer McAdams,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11013943,Inactive Investor,Venecia Smith,,J.P. Morgan Securities LLC Chicago IL 4645 W Diversey Ave,venecia.smith@jpmorgan.com,,Salesforce
10617845,,Adam Runyan,,,adam.runyan@ml.com,,List Import
10892051,Inactive Investor,Robert McCarey,Senior Financial Services Representative,"Principal Securities, Inc. Newton IA 517 1st Ave E",mccarey.rj@principal.com,,Salesforce
11062253,Inactive Investor,Philip Blumel,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,pblumel@janney.com,,Salesforce
168003,,Random Prakash,,[Unknown],random@random.com,,
10765630,Inactive Investor,Patrick Long,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",patrick.long@truist.com,,Salesforce
10657783,,Tahsien Hamideh,,,tahsien.hamideh@bankerslife.com,,List Import
11064748,Inactive Investor,Leberta Moore,,PFS Investments Inc. Chicago IL 4055 W Peterson Ave,leberta.moore@primerica.com,,Salesforce
11082085,Inactive Investor,Douglas Adams,Chief Compliance Officer;Managing Director;Owner;Principal,Charybdis Investments International,,,Salesforce
11136875,Inactive Investor,Albert Niu,First Vice President,UBS Financial Services Inc. New York NY 1251 Avenue of the Americas,albert.niu@ubs.com,,Salesforce
11299538,Inactive Investor,Richard Petrell,Investment Advisory Representative,"R.s. Petrell & Associates, Llc D/b/a Strategic Wea",rick@strategicwealthadvisors.net,3152187348 x11,Manual List Upload
9626983,,Abdeslam Kabach,,,abdeslam.kabach@atlasfresh.com,,List import
11063368,Inactive Investor,Edward Werntz,Financial Advisor,LPL Financial LLC Charleston SC 51 State St,edward.werntz@lpl.com,,Salesforce
11149717,Inactive Investor,Marquita Hylton,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,marquita.miller@fmr.com,,Salesforce
10800127,Inactive Investor,Maurice Nelson,,Thrivent Investment Management Inc. Geneseo IL 209 W Exchange St,maurie.nelson@thrivent.com,,Salesforce
374835,Inactive Investor,Nicholas Fahey,,Sea Otter Advisors,,6468493810,
11088605,Inactive Investor,Angelina Harvey,,PFS Investments Inc. Goose Creek SC 105 Central Ave,aharvey@primerica.com,,Salesforce
10777942,Inactive Investor,Diyana Nikolov,Investment Risk Analyst,J.P. Morgan Securities LLC Katy TX 400 S Mason Rd,diyana.d.dimova@jpmorgan.com,,Salesforce
11203296,Inactive Investor,Crystal Mcfarland,,PFS Investments Inc. Talbott TN 6158 W Andrew Johnson Hwy,,,Salesforce
11187500,Inactive Investor,Andrew Kennedy,,LPL Financial LLC Middleton WI 2711 Allen Blvd,andrew.kennedy@lpl.com,,Salesforce
11019490,Inactive Investor,Daniel McElwee,Executive Vice President;Member;Wealth Manager,Ventura Wealth Management,dmcelwee@venturawealth.com,,Salesforce
9601814,,Joel Williams,,,jwilliams@sigmafinancial.com,,List import
10773921,Inactive Investor,Yanira Rojas,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,nina.rojas@jpmorgan.com,,Salesforce
11195789,Inactive Investor,Frank Hellriegel,Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",frank.hellriegel@wellsfargo.com,,Salesforce
10896188,Inactive Investor,Brendan Price,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",brendan.price@ml.com,,Salesforce
11065534,Inactive Investor,John Hardin,Regional Leader,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,john.hardin@primerica.com,,Salesforce
228150,, -,,[[Unknown]],darinsky2000@protonmail.com,,Paid Search
11113980,Inactive Investor,Michael Peart,Financial Consultant,PFS Investments Inc. Clifton Park NY 258 Ushers Rd,mpeart@primerica.com,,Salesforce
10779592,Inactive Investor,Marcus Ramirez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,marcus.ramirez@fidelity.com,,Salesforce
10995782,Inactive Investor,Ria Chande,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ria.j.chande@chase.com,,Salesforce
11077347,Inactive Investor,Niki Glen,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",niki.glen@nm.com,,Salesforce
10931154,Inactive Investor,Colin McGroarty,President,Metatrends LLC Sewickley PA 725 Chestnut Rd,colin@metatrendsllc.com,,Salesforce
11086399,Inactive Investor,Adam Davidson,,J.P. Morgan Securities LLC Houston TX 11222 S Sam Houston Pkwy E,adam.davidson@jpmorgan.com,,Salesforce
233742,, -,,[[Unknown]],susanne369@yahoo.com,,
10887748,Inactive Investor,Anthea Perkinson,Founder;Owner;Principal,Monterey Associates Financial Planning & Education,anthea@montereyassociates.com,,Salesforce
92568,,Ali Menchari,,Tunisia,ali@villalespalmes.com,,
10915878,Inactive Investor,Mark Sorgenfrei,Corporate Secretary;Principal;Vice President,"Frazee Investment Consulting, Inc.",,,Salesforce
9622498,,Rachel Castillo,,,rachel37377@yahoo.com,,List import
10843680,Inactive Investor,Eric White,,"Sanctuary Securities, Inc. Bend OR 300 SW Columbia St",ewhite@sanctuarywealth.com,,Salesforce
10810670,Inactive Investor,Steven Ginter,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Camp Hill PA 214 Senate Ave,steven.j.ginter@morganstanley.com,,Salesforce
10696123,,Sabrina Petterson,,McIlrath & Eck LLC,sabrina@mcilratheck.com,,List Import
11213026,Inactive Investor,Hon Lo,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,hon.lo@fidelity.com,,Salesforce
11090850,Inactive Investor,Brett Moore,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brett_moore@vanguard.com,,Salesforce
10817854,Inactive Investor,Deborah Childs,,State Farm VP Management Corp. Mishawaka IN 16845 Douglas Rd,deb.childs.b1va@statefarm.com,,Salesforce
11206209,Inactive Investor,Thomas Daniels,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Goldsboro NC 118 N James St",thomas.g.daniels@ampf.com,,Salesforce
10793723,Inactive Investor,Carey White,Client Service Associate,UBS Financial Services Inc. Annapolis MD 3 Park Pl,carey.white@ubs.com,,Salesforce
1001896,Inactive Investor,Alison Mosca,CEO,Kensington Capital Holdings,amosca@kensingtoncapital.com,(508) 549-9910,Database Upload
11140540,Inactive Investor,Brett Warrick,,"Fifth Third Securities, Inc. Newark OH 1235 N 21st St",brett.warrick@53.com,,Salesforce
10844500,Inactive Investor,Terrie Fuentes,District Manager,"Wells Fargo Clearing Services, LLC Hollister CA 575 San Benito St",terrie.fuentes@wellsfargoadvisors.com,,Salesforce
9554508,,Eric Knauss,,,eknauss@proteuscapital.us,,List import
10971034,Inactive Investor,Andrew Kurlandski,,Citigroup Global Markets Inc.,,,Salesforce
9574975,,Ralph Linarelli,,,ralph.linarelli@lfg.com,,List import
11206455,Inactive Investor,Kristopher Brown,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11235077,Inactive Investor,Stilson Tomita,Investment Advisor Representative,Bay Colony Advisors Delray Beach FL 1615 S Congress Ave,stilson@baycolonyadvisors.com,,Salesforce
11076896,Inactive Investor,John Ranft,Financial Advisor,TD Private Client Wealth LLC Exton PA 100 Ironlake Blvd,john.ranft@td.com,,Salesforce
11195303,Inactive Investor,Jon Vijungco,,"The Leaders Group, Inc.",,,Salesforce
10931052,Inactive Investor,Jay Hammond,,Cetera Advisor Networks LLC Alpena MI 127 River St,,,Salesforce
11168467,Inactive Investor,Timothy Callahan,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,timothy.callahan@fidelity.com,,Salesforce
11158762,Inactive Investor,Esteban Liguori,,BNY Mellon Securities Corporation Miami FL 1450 Brickell Ave,esteban.liguori@bnymellon.com,,Salesforce
10985715,Inactive Investor,Stephanie Bruno,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10770028,Inactive Investor,Keith Pettus,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",,,Salesforce
6017069,,Eric L Smith,,,ticewo1731@chnlog.com,,Web Form Fillout
11156728,Inactive Investor,Robert Axelrod,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,robert.axelrod@morganstanley.com,,Salesforce
9566389,,david burgio,,,david.burgio@customwealthstrategies.com,,List import
11175410,Inactive Investor,Dwaan Black,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",dwaan.black@nm.com,,Salesforce
11122851,Inactive Investor,Darren Odonnell,Financial Advisor,LPL Financial LLC Minneapolis MN 3800 American Blvd W,darren.odonnell@lpl.com,,Salesforce
11151909,Inactive Investor,Duro Majstorovic,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",duro.majstorovic@valic.com,,Salesforce
11069969,Inactive Investor,Luckens Damus,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",luckens.damus@tiaa.org,,Salesforce
10893716,Inactive Investor,Holland Wright,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",holland.wright@ml.com,,Salesforce
11114225,Inactive Investor,Melissa Salazar,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11002461,Inactive Investor,Samuel Olson,Financial Advisor,Northwest Asset Management Anchorage AK 205 E Benson Blvd,samuel.olson@nwasset.com,,Salesforce
11186208,Inactive Investor,Stephen Rudolph,Executive Director;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,stephen.rudolph@ubs.com,,Salesforce
10922920,Inactive Investor,David Stock,Shareholder,Liberty Advisers Inc. Lincoln NE 1001 S 70th St,,,Salesforce
338535,,Ann Carew,"Secretary, Treasurer",Tandem Investment Advisors Inc,acarew@tandemadvisors.com,843-720-3413,Manual List Upload
11193943,Inactive Investor,Reginald Davis,,PFS Investments Inc. Atlanta GA 2314 Sullivan Rd,reggie.davis@primerica.com,,Salesforce
10797270,Inactive Investor,Michael Barnett,Financial Advisor,Edward Jones Tempe AZ 8620 S River Pkwy,michael.barnett@edwardjones.com,,Salesforce
372228,,Chuck Thoele,Managing Director,Rgt Wealth Advisors,cthoele@rgtadvisors.com,214-360-7000,Manual List Upload
9645131,,kamil michael,,,bullbrother01@gmail.com,,List import
9560041,,¢annabi$ gang$t,,,cannabisgangst@gmail.com,,List import
10617830,,Thomas Power,,,thomas.power@ml.com,,List Import
235513,, -,,[[Unknown]],eweinandspam@gmail.com,,Organic Search
10896528,Inactive Investor,Chase Hall,Financial Consultant,LPL Financial LLC Lagrange GA 300 Church St,chase.hall@lpl.com,,Salesforce
11006542,Inactive Investor,Richard Grimes,Senior Wealth Strategy Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,rick.grimes@ubs.com,,Salesforce
9633831,,Andrew Cardillo,,,andrew.cardillo22@gmail.com,,List import
10972753,Inactive Investor,Beata Giminne Slavick,,J.P. Morgan Securities LLC Evanston IL 1900 Central St,beata.giminne-slavick@chase.com,,Salesforce
11025165,Inactive Investor,Sadie Halfrich,,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",,,Salesforce
11122335,Inactive Investor,John Denler,Financial Advisor,LPL Financial LLC Royal Oak MI 26080 Woodward Ave,,,Salesforce
9622734,,Sang Goo Kim,,,giveme39@gmail.com,,List import
11170106,Inactive Investor,Raymond Pagan Marcial,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,raymond.marcial@primerica.com,,Salesforce
11157105,Inactive Investor,Brent Davis,,"Allstate Financial Services, LLC Los Alamitos CA 10900 Los Alamitos Blvd",brentdavis@allstate.com,,Salesforce
11032489,Inactive Investor,Anthony Pitzer,Financial Advisor;Partner;Wealth Manager,Merit Financial Advisors Southlake TX 2625 E Southlake Blvd,,,Salesforce
10932047,Inactive Investor,Kathleen Haechten,,"Farmers Financial Solutions, LLC Manchaca TX 12207C Deane Rd",khaechten@farmersagent.com,,Salesforce
10833172,Inactive Investor,Edward Kulow,Financial Advisor,D.A. Davidson & Co. Encino CA 16130 Ventura Blvd,ekulow@dadco.com,,Salesforce
10894424,Inactive Investor,Ted Monroe,Investment Advisor Representative,"Osaic Wealth, Inc. Lubbock TX 4418 74th St",tmonroe@royalallianceadvisors.com,,Salesforce
223349,,Tom Mahoney,Managing Principal,Mahoney Family Office LLC,thomas@mahoneyfamilyoffice.com,,
10985665,Inactive Investor,Jake Jaramillo,,PFS Investments Inc. Concord CA 1800 Sutter St,jakescottjaramillo@primerica.com,,Salesforce
10779432,Inactive Investor,Russell Frierson,,LPL Financial LLC San Rafael CA 4340 Redwood Hwy,russell.frierson@lpl.com,,Salesforce
10855158,Inactive Investor,Douglas Eickerman,Chief Investment Officer;Member;President,"Kairos Capital Management, LLC",doug@kairoscm.com,,Salesforce
11131165,Inactive Investor,Christine Zamarra,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,christine.zamarra@morganstanley.com,,Salesforce
10972879,Inactive Investor,John Harper,Private Client Advisor,Connectus Wealth Dallas TX 4131 N Central Expy,jharper@connectuswealth.com,,Salesforce
9544303,,Michele Fortney-Leach,,,michele.leach@sagepointadvisor.com,,List import
10753848,Inactive Investor,Michael Norris,,"VALIC Financial Advisors, Inc. Columbia SC 3710 Landmark Dr",michael.norris@valic.com,,Salesforce
9562591,,Lauren Basler,,,lauren.basler@tufts.edu,,List import
10784817,Inactive Investor,Aniello Fabi,,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,aniello.g.fabi@us.hsbc.com,,Salesforce
11208400,Inactive Investor,Carlos Rodriguez,,"IFP Securities, LLC",carlos.rodriguez@ifpartners.com,,Salesforce
10917529,Inactive Investor,Erich Kelley,,"Cambridge Investment Research, Inc. Spring TX 2202 Timberloch Pl",,,Salesforce
206285,,Doyle Weathers,Mr.,[Unknown],doyle6230@comcast.net,,
11060058,Inactive Investor,Phillip Elias,,PNC Investments Pittsburgh PA 249 5th Ave,phillip.elias@pnc.com,,Salesforce
10900082,Inactive Investor,Luke Dowd,Financial Advisor,Janney Montgomery Scott LLC Red Bank NJ 322 State Rte 35,ldowd@janney.com,,Salesforce
11183809,Inactive Investor,Michael Matthews,Financial Advisor,"Osaic Wealth, Inc. Clarkston MI 5250 Iroquois Ct",mmatthews@royalaa.com,,Salesforce
10921216,Inactive Investor,Thomas Robertson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",,,Salesforce
10811943,Inactive Investor,Monique Brown,,Morgan Stanley Dublin OH 545 Metro Pl S,monique.brown@morganstanley.com,,Salesforce
10945217,Inactive Investor,Brent Braaksma,,Cabot Lodge Securities LLC Niles MI 2815 N 5th St,brent.braaksma@clsecurities.com,,Salesforce
10946798,Inactive Investor,Edward Bronkhorst,,"USI Securities, Inc. Knoxville TN 900 S Gay St",edward_bronkhorst@usicg.com,,Salesforce
10821499,Inactive Investor,Curtis Falk,Associate Complex Manager;First Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,curtis.falk@morganstanley.com,,Salesforce
10850573,Inactive Investor,Julie Sanders,Vice President,Stephens Hot Springs National Park AR 161 Television Hill Rd,julie.sanders@stephens.com,,Salesforce
10775459,Inactive Investor,Michael Douglas,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",douglasm@stifel.com,,Salesforce
10920906,Inactive Investor,Pierre Bourg,Financial Advisor,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
10784841,Inactive Investor,Thomas Zidlicky,Director - Associate Stock Plan;Executive Director;Executive Financial Services Director;Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,thomas.zidlicky@morganstanley.com,,Salesforce
10950464,Inactive Investor,John Mayfield,,Cetera Investment Services LLC Pensacola FL 101 W Garden St,,,Salesforce
11125288,Inactive Investor,Carlos Albanez,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,carlos.albanez@primerica.com,,Salesforce
11136041,Inactive Investor,Holly Robert,,Commonwealth Financial Network Paxton MA Private Residence,hrobert@commonwealth.com,,Salesforce
10875721,Inactive Investor,Jayson Hoffer,,"Farmers Financial Solutions, LLC Chicago IL 6118 W 63rd St",,,Salesforce
10842948,Inactive Investor,Eva Plaster,Financial Advisor,Edward Jones Bonney Lake WA 21104 State Rte 410 E,rochelle.plaster@edwardjones.com,,Salesforce
10998361,Inactive Investor,Genecis Santana,,J.P. Morgan Securities LLC Vero Beach FL 1205 US Hwy 1,,,Salesforce
11155917,Inactive Investor,Brian Burklow,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10991208,Inactive Investor,Erin Beaudoin,Partner,Dirigo Private Wealth,erin@dirigopw.com,,Salesforce
218131,,Carmen T,,[Unknown],carment621@yahoo.com,,
345401,,Stephen Chykirda,Consulting Actuary,"Hooker & Holcombe Investment Advisors, Inc.",schykirda@hhconsultants.com,860-521-8400,Manual List Upload
171687,,Yuxin Zhang,,[Unknown],verczhang@gmail.com,,Paid Social
204553,,William Greig,,[Unknown],wgg@datum9.capital,,
9599801,,Alex Ingardona,,,aingardona@feldmaningardona.com,,List import
10850503,Inactive Investor,Joseph Marmol,,Fidelity Brokerage Services LLC,,,Salesforce
10618084,,John Paetsch,,,john.paetsch@ml.com,,List Import
11024341,Inactive Investor,Shawn Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",shawn_johnson@ml.com,,Salesforce
229566,, -,,[[Unknown]],lwinfree45@hotmail.com,,Advertising
10867632,Inactive Investor,Jennifer Potter-Quillen,Financial Professional,Money Concepts Capital Corp Lexington KY 138 E Reynolds Rd,jquillen@moneyconcepts.com,,Salesforce
191424,,Bever Brockway,,[Unknown],bev@bbrockway.com,,
10986260,Inactive Investor,Robert Kennedy,,"Burch & Company, Inc",,,Salesforce
10926413,Inactive Investor,Jarrett Raney,,"CUSO Financial Services, L.P. Wichita KS 11737 E 21st St N",,,Salesforce
10981702,Inactive Investor,John O'Neil,Relationship Banker,The Huntington Investment Company Warren OH 8226 E Market St,,,Salesforce
10978946,Inactive Investor,Austin Swantz,,"Principal Securities, Inc.",,,Salesforce
10930699,Inactive Investor,Julian Diaz,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9641342,,Donna Stone,,,dstone@consil.co,,List import
11078060,Inactive Investor,Michael Johnson,Financial Advisor,Edward Jones Lewisburg PA 23 N Derr Dr,mike.d.johnson@edwardjones.com,,Salesforce
10820735,Inactive Investor,John Masinko,Financial Advisor,LPL Financial LLC Duluth GA 2270 Satellite Blvd,john.masinko@lpl.com,,Salesforce
11027359,Inactive Investor,Peter Chiappinelli,Chief Investment Officer,Ballentine Partners,pchiappinelli@ballentinepartners.com,,Salesforce
10852884,Inactive Investor,Sean Kim,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",sean.s.kim@nm.com,,Salesforce
351756,,Grant Calder,Vice President,"Keystone National Group, Llc",gcalder@keystonenational.net,925-480-6050,Manual List Upload
11054091,Inactive Investor,Lisa Bodden,,"Transamerica Financial Advisors, Inc Las Vegas NV 6375 S Pecos Rd",lisa.bodden@tfaconnect.com,,Salesforce
10884404,Inactive Investor,Morgan Bernsee,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",new.england.aac@ampf.com,,Salesforce
10929068,Inactive Investor,Adam Belarde,Associate,Thrivent Investment Management Inc. Missoula MT 1001 S Higgins Ave,adam.belarde@thrivent.com,,Salesforce
206206,,glenn stoker,,[Unknown],gstoker3fp@gmail.com,,Organic Search
10897559,Inactive Investor,Zachary Garber,Client Advisor;Managing Director;Vice President,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",zachary.garber@alex-brown.com,,Salesforce
217894,,Jaewon Kim,,[Unknown],kjw3676@gmail.com,,Organic Search
10814892,Inactive Investor,Louis Dworsky,Chief Compliance Officer;Chief Executive Officer;Managing Partner,Zermatt Wealth Partners Wilmington NC 1427 Military Cutoff Rd,,,Salesforce
9572510,,Genesis Loera,,,gloera@massmutual.com,,List import
11166756,Inactive Investor,Mark O'Leary,Senior Vice President;Vice President - Investments,"Raymond James & Associates, Inc. Beaver PA 1069 3rd St",mark.oleary@raymondjames.com,,Salesforce
9556777,,Alesia Agee,,,alagee@sbcglobal.net,,List import
11055188,Inactive Investor,Bruce Denning,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,bruce.denning@fidelity.com,,Salesforce
11093243,Inactive Investor,Jared Hoffmaster,,Cetera Investment Services LLC Three Rivers MI 1310 W Broadway St,jared.hoffmaster@ceterais.com,,Salesforce
11122759,Inactive Investor,Laurie Harbison,,Edward Jones Farmersburg IN 163 E State St,,,Salesforce
11030732,Inactive Investor,Alex Ditto,,Edward Jones Yakima WA 4001 Summitview Ave,,,Salesforce
10932414,Inactive Investor,Eric Yoshimura,,"Osaic Wealth, Inc. Hilo HI 101 Aupuni St",,,Salesforce
9546055,,Teresa Cha,,,teresa.cha@securitiesamerica.com,,List import
11052092,Inactive Investor,Richard Finelli,Financial Professional,LPL Financial LLC Latham NY 623 New Loudon Rd,rick.a.finelli@lpl.com,,Salesforce
10835819,Inactive Investor,Paul Ryan,Chief Compliance Officer;Member;Principal;Wealth Manager,"Flagship Wealth Advisors, LLC.",paul@flagshipwa.com,,Salesforce
9624978,,Vincenzo D'Urso,,,vi.durso@gmail.com,,List import
10802407,Inactive Investor,Lisa Blonkvist,Family Wealth Director;Senior Investment Management Consultant;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley San Antonio TX 7600 Broadway,lisa.blonkvist@morganstanley.com,,Salesforce
10866101,Inactive Investor,Liliana Arroyo,Premier Banker,"Wells Fargo Clearing Services, LLC Villa Park CA 17775 Santiago Blvd",liliana.lopez@wellsfargoadvisors.com,,Salesforce
335668,,Suzanne Gibbons,Managing Member; Limited Partner,Davidson Kempner Capital Management Lp,sgibbons@dkpartners.com,212-446-4000,Manual List Upload
11145993,Inactive Investor,Nilab Nassery,,"Wells Fargo Clearing Services, LLC San Francisco CA 2100 Chestnut St",nilab.nassery@wellsfargoadvisors.com,,Salesforce
339900,,Jeremy Tucker,"Co-Founder, Managing Director, Portfolio Manager",Raven Capital Management LLC,jeremy@ravencm.com,212-966-7926,Manual List Upload
11152475,Inactive Investor,Elizabeth Herman,Investment Advisor Representative,"Osaic Wealth, Inc. Telford PA Private Residence",,,Salesforce
11098154,Inactive Investor,Andrew Jones,,"Bankers Life Securities, Inc. Pleasanton CA 5000 Hopyard Rd",andrew.jones2@bankerslife.com,,Salesforce
11254794,Inactive Investor,Elizabeth Bitman,,Evercore Group L.L.C.,,,Salesforce
10872171,Inactive Investor,Keenan Sochor,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,keenan_sochor@vanguard.com,,Salesforce
10644335,,Rosemary Wilhelm,,,rosemary.wilhelm@primerica.com,,List Import
10885986,Inactive Investor,Steven Culp,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11133779,Inactive Investor,Harrison Tice,,Key Investment Services LLC Saco ME 2 Scammon St,harrison.tice@key.com,,Salesforce
9553866,,Chris Meehan,,,cmeehan4778@gmail.com,,List import
11155067,Inactive Investor,Patrick Mullins,,"Grove Point Investments, LLC Chester Springs PA Private Residence",pmullins@hbeckinc.com,,Salesforce
11017164,Inactive Investor,Justin Peterson,,"First Citizens Investor Services, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",justin.peterson@firstcitizens.com,,Salesforce
11173901,Inactive Investor,David Donaldson,Advisor,"Essex Financial Services, Inc.",david.donaldson@essexfinancialservices.com,,Salesforce
11021835,Inactive Investor,Douglas Van Order,Financial Professional,"MML Investors Services, LLC Granite Bay CA 4168 Douglas Blvd",dvanorder@financialguide.com,,Salesforce
11168130,Inactive Investor,John Carbonara,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10761873,Inactive Investor,Darren Fenz,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",darren_fenz@ml.com,,Salesforce
9643797,,Andrew Marshak,,,amarshak@aol.com,,List import
9567392,,Nicholas Hyman,,,hyman.nicholas@gmail.com,,List import
11020486,Inactive Investor,McKenna Beckman,Accountant;Investment Advisor Representative,McMill CPA and Advisors,mckennab@mcmill.info,,Salesforce
10757275,Inactive Investor,David Bieber,Director - Alternative Investments;Executive Financial Services Director;Global Sports and Entertainment Associate Director;Inte,Morgan Stanley New York NY 55 E 52nd St,david.bieber@morganstanley.com,,Salesforce
10809550,Inactive Investor,Howard Moskow,,Lincoln Investment Syracuse NY 3532 James St,,,Salesforce
229072,, -,,[[Unknown]],alex.wo@protonmail.com,,
11219438,,Robert Davis,,,bob@rmdavis.com,,Other
11053537,Inactive Investor,Christopher Vasquez,Senior Advisor Associate,Lucien Stirling & Gray Advisory Group Inc,cvasquez@lsggroup.com,,Salesforce
10798308,Inactive Investor,Steven Peterson,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",steven.f.peterson@ampf.com,,Salesforce
10876664,Inactive Investor,Amorita Shambulia,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",amorita.shambulia@ml.com,,Salesforce
10889163,Inactive Investor,Emily Rush,Financial Advisor,The Huntington Investment Company Saginaw MI 4815 State St,emily.rush@huntington.com,,Salesforce
11161156,Inactive Investor,Byung Lee,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,byung.lee@morganstanley.com,,Salesforce
10996593,Inactive Investor,Dennis Richardson,Financial Advisor,Edward Jones Powell OH 10200 Sawmill Pkwy,,,Salesforce
11111453,Inactive Investor,Matthew Crandall,Wealth Relationship Manager,Citigroup Global Markets Inc. Costa Mesa CA 2700 Harbor Blvd,matthew.crandall@citi.com,,Salesforce
10494128,,Joseph DiMaria,,ICE,joseph.dimaria@ice.com,,List Import
10833962,Inactive Investor,Cynthia Morris,,Janney Montgomery Scott LLC Portland ME 50 Portland Pier,cmorris@janney.com,,Salesforce
10959481,Inactive Investor,Loretta Howard,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,loretta.baldwinhoward@primerica.com,,Salesforce
11050548,Inactive Investor,Suzanne Kujawa,,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",skujawa@financialguide.com,,Salesforce
9574058,,Toni Trimm,,,tonitrimm@gmail.com,,List import
11108190,Inactive Investor,Olivia Crandall,Financial Advisor,"Ameriprise Financial Services, LLC Lincoln NE 7011 Kentwell Ln",olivia.m.crandall@ampf.com,,Salesforce
10930675,Inactive Investor,Brian Madrigal,Accredited Asset Management Specialist,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
11019546,Inactive Investor,Reid Mcintyre,Operations Manager,Financial Mountain Inc,reid@financialmountainonline.com,,Salesforce
11031379,Inactive Investor,Rusty Ream,Financial Advisor,"Ameriprise Financial Services, LLC Hughesville MO Private Residence",rusty.ream@ampf.com,,Salesforce
10863918,Inactive Investor,Jason Coddington,Wealth Advisor,LPL Financial LLC Kingsburg CA 1440 Draper St,jason.coddington@lpl.com,,Salesforce
10865469,Inactive Investor,Rebecca Huddle,,"Farmers Financial Solutions, LLC Roseville CA 729 Sunrise Ave",,,Salesforce
11107127,Inactive Investor,Timothy Van Dyken,Financial Advisor,"Ameriprise Financial Services, LLC Mount Vernon WA 308 W Gates St",tim.vandyken@ampf.com,,Salesforce
144722,,Terri Lewis,Financial Advisor,"Prime Capital Investment Advisors, Llc",tlewis@pciawealth.com,913-491-6226,Manual List Upload
11188703,Inactive Investor,John Donnelly,Financial Advisor,LPL Financial LLC Nutley NJ 359 Centre St,john.donnelly@lpl.com,,Salesforce
10661459,,Mark Klein,,,mklein@burfordcapital.com,,List Import
11129481,Inactive Investor,Matthew Stranix,,"MML Investors Services, LLC New Castle DE 15 Reads Way",mstranix@financialguide.com,,Salesforce
211642,,Tom Koonce,Principal,RFA,tom.koonce@rfadc.com,,Content
10750634,Inactive Investor,Gisela Lopez,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
10964716,Inactive Investor,Alonso Martinez Flores,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,amartinezflo@ft.newyorklife.com,,Salesforce
9613834,,song chao,,,415865310@qq.com,,List import
9595542,,Michael Diaz,,,michael@inkchimps.com,,List import
342074,,Alexandra Young,Director,Cairn Capital Limited,alexandra.young@cairncapital.com,442-072-594800,Manual List Upload
11103424,Inactive Investor,Patrick Steers,Financial Planner;Partner;Portfolio Analyst;Portfolio Manager,Erlandson Wealth Management,patrick@erlandsonwealth.com,,Salesforce
11081041,Inactive Investor,Robert Lobel,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",robert_a_lobel@ml.com,,Salesforce
11019096,Inactive Investor,Lachea Harris,,J.P. Morgan Securities LLC Decatur GA 2782 Candler Rd,lachea.harris@jpmorgan.com,,Salesforce
11231629,Inactive Investor,Jose Godinez Rios,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 3100 Altamesa Blvd",,,Salesforce
10905973,Inactive Investor,David Pando,Associate,Morgan Stanley New York NY 55 E 52nd St,david.pando@morganstanley.com,,Salesforce
9561867,,Christopher Blank,,,cblank@cbiz.com,,List import
9577818,,Kathleen Graham,,,kathleen.raftery@securitiesamerica.com,,List import
9639013,,Vidya Pinto,,,vidya@opaxinv.com,,List import
11195274,Inactive Investor,Kailee Ramirez,Client Associate,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",kailee.ramirez@rbc.com,,Salesforce
11169893,Inactive Investor,Robert Hallback,Financial Advisor,Edward Jones Atlanta GA 3353 Peachtree Rd NE,robert.hallback@edwardjones.com,,Salesforce
11199361,Inactive Investor,Scott Durscher,Investment Advisor Representative;Partner,Accel Wealth Management,sdurscher@acceladvantage.com,,Salesforce
11149097,Inactive Investor,Travis Knutson,Financial Advisor;Owner,LPL Financial LLC Brea CA 3000 E Birch St,travis.knutson@lpl.com,,Salesforce
11001048,Inactive Investor,Victoria Burke,Associate Financial Advisor,"Ameriprise Financial Services, LLC Berlin OH 4900 Oak St",victoria.burke@ampf.com,,Salesforce
11230834,Inactive Investor,Samuel Marsteller,Financial Advisor,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",,,Salesforce
370588,,Grant Johnson,,[Unknown],grant@esportsentertainment.com,,Salesforce
9573019,,Jason Lipka,,,lipka.jason@principal.com,,List import
2681283,,Manuel Ochoa,,,ocho8am@gmail.com,,
10926075,Inactive Investor,Thomas Sora,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9590318,,Scott Conwell,,,scott@canopy-wealth.com,,List Import
59151,,William Sager,,United States,wsager@gmail.com,,Paid Search
11085625,Inactive Investor,Chidozie Okoye,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11156418,Inactive Investor,Manly Aylor,,"Northwestern Mutual Investment Services, LLC Roanoke VA 327 King George Ave SW",manly.aylor@nm.com,,Salesforce
10646131,,Richard Cretella,,,richard.cretella@leadersgroup.net,,List Import
11156887,Inactive Investor,Sunil Motwani,,Vanguard Marketing Corporation,sunil_motwani@vanguard.com,,Salesforce
10858330,Inactive Investor,Repp Lambert,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",repp.lambert@nm.com,,Salesforce
11043079,Inactive Investor,Yuyu Chen,,J.P. Morgan Securities LLC Bellevue WA 3919 Factoria Blvd SE,yuyu.chen@jpmorgan.com,,Salesforce
11066955,Inactive Investor,Barbara Drach,Member,Drach Advisors LLC,,,Salesforce
9554582,,Serena Kokka,,,serena.kokka@kestrafinancial.com,,List import
10916970,Inactive Investor,John Hiney,,"Farmers Financial Solutions, LLC Pearland TX 2206 Broadway St",john_hiney@farmers.com,,Salesforce
10899196,Inactive Investor,Carolina Canida,Chief Compliance Officer,"Ceeto Capital Group, LLC Coral Gables FL 114 Alhambra Cir",ccanida@citocapitalgroup.com,,Salesforce
10832786,Inactive Investor,William Chesney,,Stonex Securities Inc. Kulpmont PA 513 Chestnut St,,,Salesforce
11085960,Inactive Investor,Christopher Zeigler,,Cetera Advisor Networks LLC Camp Hill PA 4075 Market St,,,Salesforce
11136526,Inactive Investor,Shandrika Bryant,Investment Advisor Representative,PFS Investments Inc. Windsor Locks CT 5 National Dr,shandrika.bryant@primerica.com,,Salesforce
11043459,Inactive Investor,Connor Standring,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_standring@vanguard.com,,Salesforce
10754219,Inactive Investor,Mark Payne,Financial Advisor;Impact Director,Morgan Stanley Roseville CA 1478 Stone Point Dr,mark.c.payne@morganstanley.com,,Salesforce
9628662,,Naga Sai Suhas Somu,,,suhascrazy805@gmail.com,,List import
11209769,Inactive Investor,Nicholas Geric,,LPL Financial LLC Winter Haven FL 151 1st St S,nicholas.geric@lpl.com,,Salesforce
9614522,,Philipp P,,,philipppaulus@protonmail.com,,List import
11066296,Inactive Investor,Michael Dunn,,"Cambridge Investment Research, Inc. Brentwood TN 112 Westwood Pl",,,Salesforce
9637172,,Steven Iversen,,,siversen@crossstatefinancial.com,,List import
10920613,Inactive Investor,Todd Gestrich,Financial Advisor,LPL Financial LLC Waterford CT 1055 Hartford Tpke,todd.gestrich@lpl.com,,Salesforce
9614670,,Karen Are,,,jany@gmail.com,,List import
10936626,Inactive Investor,Geoffrey Skelly,,Evercore Group L.L.C.,,,Salesforce
10925254,Inactive Investor,Brooke Hatfield,Associate Financial Advisor,Edward Jones Joplin MO 3010 S Main St,brooke.hatfield@edwardjones.com,,Salesforce
11038272,Inactive Investor,Dennis Gero,Research Assistant,Commonwealth Financial Network Agawam MA 540 Meadow Street Ext,dgero@commonwealth.com,,Salesforce
10847951,Inactive Investor,Troy York,Financial Advisor,Edward Jones Wheat Ridge CO 7615 W 38th Ave,troy.york@edwardjones.com,,Salesforce
9634768,,Kerry Boyle,,,kerryb@financial-advisor.com,,List import
10767665,Inactive Investor,Martin Geller,Chairman;Founder;President,Geller Advisors LLC,mgeller@gellerco.com,,Salesforce
11125940,Inactive Investor,Thomas Vigil,,Infinity Financial Services Saunderstown RI Private Residence,,,Salesforce
10918935,Inactive Investor,Brandon Love,Private Client Advisor,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,brandon.love@jpmorgan.com,,Salesforce
9559662,,Robert Caron,,,rcaron@westminsterfinancial.com,,List import
9593113,,Taha Zafar,,,taha.zafar12@gmail.com,,List import
9595125,,Srikar Komanduri,,,srikarkomanduri1127@gmail.com,,List import
10917288,Inactive Investor,Steven Chau,Chief Compliance Officer;Owner,Know Your Worth Financial,steven.chau@kywfinancial.com,,Salesforce
10929049,Inactive Investor,Christopher Musso,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 1600 E 8th Ave",christopher.musso@ampf.com,,Salesforce
372888,,Jessica Smith,,[Unknown],locomotion44@mail.com,,source
9576680,,Josip Gluhak,,,josipgluhak_skating@hotmail.com,,List import
11093856,Inactive Investor,Theodore Brakatselos,Registered Principal;Wealth Advisor,LPL Financial LLC Glen Cove NY Private Residence,theodore.brakatselos@lpl.com,,Salesforce
11138186,Inactive Investor,Wesley Osbourn,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,wes.osbourn@edwardjones.com,,Salesforce
9562870,,alejandro uribe,,,aleuriberiba@gmail.com,,List import
10778563,Inactive Investor,Mazin Habib,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,mazin.habib@jpmorgan.com,,Salesforce
11063216,Inactive Investor,Fereidoun Fatemi,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,ffatemi@ft.newyorklife.com,,Salesforce
9546885,,Hariesha Ranasinghe,,,hariesha.ranasinghe@gmail.com,,List import
11008373,Inactive Investor,Adam Schall,,"Cambridge Investment Research, Inc. Clinton Township MI 39600 Garfield Rd",,,Salesforce
84094,,Alan Landy,Chief Compliance Officer (filing Adviser),400 Capital Management Llc,alandy@400capital.com,212-612-3101,Manual List Upload
213739,,Tyler Terry,,[Unknown],tdt27@icloud.com,,Organic Search
10763122,Inactive Investor,Debbie Smith,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",debbie_j_smith@ml.com,,Salesforce
11194894,Inactive Investor,Spencer Hill,,Cetera Advisor Networks LLC Issaquah WA 22500 SE 64th Pl,,,Salesforce
11208256,Inactive Investor,Jessica Hudson,,"Raymond James Financial Services, Inc. Holyoke MA 330 Whitney Ave",jessica.hudson@raymondjames.com,,Salesforce
11087517,Inactive Investor,Daniel Strittholt,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,daniel.strittholt@fidelity.com,,Salesforce
9588722,,Vernon Pobanz,,,thaipo@yahoo.com,,List import
245742,,Not Provided,Co-Founder & Principal,Blue Ridge Law & Policy,walton@blueridgedc.com,,Manual List Upload
10851258,Inactive Investor,Michael Palmore,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 5800 Patterson Ave",michael.palmore@wellsfargoadvisors.com,,Salesforce
1954879,,Martin Richardson,,,dentuermagic@msn.com,,
9567529,,Paul Merriman,,,paul@merriman.com,,List import
10892077,Inactive Investor,Robert Landis,Financial Advisor,Edward Jones Moravia NY 139 Main St,wade.landis@edwardjones.com,,Salesforce
9572605,,Ferdinando Bambaci,,,fbambaci@gmail.com,,List import
11188374,Inactive Investor,Lawrence Prozan,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,lawrence.prozan@lpl.com,,Salesforce
9572206,,Alison Smith,,,smith.alison@principal.com,,List import
11145938,Inactive Investor,James McDermott,Financial Planner,"MML Investors Services, LLC Del Mar CA 239 25th St",jpmcdermott@financialguide.com,,Salesforce
10659632,,Jordan Rummel,,,jordan.rummel@raymondjames.com,,List Import
11111266,Inactive Investor,Bruce Goldman,,"Charles Schwab & Co., Inc. Jersey City NJ 525 Washington Blvd",bruce.goldman@schwab.com,,Salesforce
10489150,,Todd Bloom,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",todd.j.bloom@ampf.com,214-445-0615,List Import
11052282,Inactive Investor,Dane Fronek,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Wausau WI 1 Corporate Dr",fronekd@stifel.com,,Salesforce
11074207,Inactive Investor,Norval Thompson,President;Senior Investment Manager,"St. Michaels Asset Management, LLC",norval@nethompson.com,,Salesforce
215409,,Ruan Coetzee,,[Unknown],rcoetzee96@gmail.com,,Paid Social
10873133,Inactive Investor,Calan Jansen,Financial Advisor;Vice President,"Osaic Institutions, Inc. Broadway VA 126 N Timber Way",cjansen@infinexgroup.com,,Salesforce
3645406,,Brian Sommerville,,,bsommerville@goodkarmabrands.com,,Web Form Fillout
11200120,Inactive Investor,Michael Stafford,Chief Compliance Officer;Founder;Principal,"One Brick Capital, LLC",michael.b.stafford@onebrickcapital.com,,Salesforce
578,,,,,zhizhi8989@yahoo.com.hk,,
11094620,Inactive Investor,Roberta Montes,,"Osaic Wealth, Inc. San Francisco CA 50 California St",,,Salesforce
10963725,Inactive Investor,Steven Drumm,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",steven.drumm@tiaa-cref.org,,Salesforce
9607690,,Jerome Thompson,,,jerrykid6900@gmail.com,,List import
11050323,Inactive Investor,Linda Mckinney,Secretary,"Wealth Planning, Inc.",,,Salesforce
11077576,Inactive Investor,Nicole Laferte,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",nicole.laferte@ml.com,,Salesforce
352812,,Linda Sorensen,Office Manager,"Royal Fund Management, Llc",linda@royalfundmanagement.com,352-750-1637,Manual List Upload
11172221,Inactive Investor,Timothy Pinch,,"The Colony Group, LLC Wellesley Hills MA 93 Worcester St",timothy.pinch@thecolonygroup.com,,Salesforce
10902480,Inactive Investor,Pablo Balart,,"J.W. Cole Financial, Inc. Palm Harbor FL 2134 Alt 19",,,Salesforce
10868363,Inactive Investor,Michelle Reed,Financial Advisor,"Raymond James & Associates, Inc. Jackson MI 272 W Cortland Ave",michelle.reed@raymondjames.com,,Salesforce
10819390,Inactive Investor,Kevin Kuhnel,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",kevin.kuhnel@truist.com,,Salesforce
9647168,,Christopher Magann,Director of Institutional Sales,The Cabana Group,cmagann@thecabanagroup.com,,List import
11164720,Inactive Investor,David Miser,,LPL Financial LLC Janesville WI 14 S Jackson St,david.miser@lpl.com,,Salesforce
222162,,Jared Levy,,Managing Partner  Brix Partners,jared@brixpartners.com,2125782006,
11028827,Inactive Investor,Kathleen Watt,,"M Holdings Securities, Inc. New York NY 60 E 42nd St",,,Salesforce
10758978,Inactive Investor,Kevin Crosby,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",,,Salesforce
10994134,Inactive Investor,James Garraway,Financial Advisor,Simplified Wealth Management,garraway@mysimplifiedwealth.com,,Salesforce
10603831,,Jia-Hong Lee,"Chief Investment Officer, Managing Member, Regulatory Contact",Parallaxes Capital,andy@parallaxescapital.com,,List Import
10891518,Inactive Investor,Laurie Dischler,Financial Advisor,Edward Jones Baraboo WI 507 Linn St,laurie.dischler@edwardjones.com,,Salesforce
9564388,,Julie Johnston,,,julie.johnston@edwardjones.com,,List import
11039934,Inactive Investor,Joshua Kortenkamp,Investment Advisor;Owner,"Kortenkamp, Joshua F",,,Salesforce
9597531,,Eileen O'connor,,,eileen.oconnor@hemingtonwm.com,,List import
10899993,Inactive Investor,John Fisher,Managing Director,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",,,Salesforce
10868862,Inactive Investor,Ryan Yuhnke,Chief Compliance Officer;Manager;Principal,"SilverOak Investments, LLC",ryuhnke@silveroakinvestments.com,,Salesforce
11028135,Inactive Investor,Michael Wallace,,NYLIFE Securities LLC Reno NV 5340 Kietzke Ln,mjwallace@ft.newyorklife.com,,Salesforce
10893884,Inactive Investor,Joseph Septimus,,"Sanford C. Bernstein & Co., LLC",joseph.septimus@alliancebernstein.com,,Salesforce
10802514,Inactive Investor,Edward Viola,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",edward.viola@ml.com,,Salesforce
237408,, -,,[[Unknown]],kmccutcheon@gofinancialwealth.com,,Organic Search
10941030,Inactive Investor,Jacob Myers,,Vanguard Marketing Corporation,jacob_myers@vanguard.com,,Salesforce
11087801,Inactive Investor,Bruce Baker,Co-Branch Manager,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",bakerb@stifel.com,,Salesforce
9632294,,ce peters,,,ce_peters@yahoo.com,,List import
11062834,Inactive Investor,Matthew Sachar,,"Raymond James Financial Services, Inc. Salem MA 530 Loring Ave",matthew.sachar@raymondjames.com,,Salesforce
10849318,Inactive Investor,Christine Smith,,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",christine.smith@wellsfargoadvisors.com,,Salesforce
10966771,Inactive Investor,Sharon Minta,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,sharon.minta@thrivent.com,,Salesforce
112954,,John Middleton,,personal,jtm44mag@yahoo.com,2075638912,
10865176,Inactive Investor,Mark Bates,,"Equity Services, Inc.",,,Salesforce
11007071,Inactive Investor,Bob Elliott,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
333352,,Griffin Baker,,CJM Wealth,bakerg@cjmltd.com,,Manual List Upload
180541,,Au TS,,[Unknown],814423915@qq.com,,Paid Social
10844192,Inactive Investor,Kristin Kornemann,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
11012227,Inactive Investor,Lance Brawner,,Edward Jones Fort Worth TX 1320 S University Dr,,,Salesforce
370819,,Adam Tk,,United States,adam.takacs.hu@gmail.com,,Salesforce
10830990,Inactive Investor,Nicholas Brown,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",nbrown26@ml.com,,Salesforce
9621774,,Yano Lim,,,ylim@msn.com.au,,List import
10968043,Inactive Investor,Cody Giusto,,"Farmers Financial Solutions, LLC Sandy OR 39261 Proctor Blvd",cgiusto@farmersagent.com,,Salesforce
11111640,Inactive Investor,Carlie Wasserman,,"The Leaders Group, Inc.",carlie@leadersgroup.net,,Salesforce
10615208,,Ralph Barnes,"Financial Advisor, Senior Vice President",,r.craig.barnes@morganstanley.com,,List Import
9551358,,JM RAYNAUD,,,jeanmichel.raynaud@citi.com,,List import
10980951,Inactive Investor,Suzannah Gusukuma,,"MML Investors Services, LLC Bellingham WA Private Residence",,,Salesforce
11198205,Inactive Investor,Todd Heasty,Associate Wealth Advisor,"Cimarron Wealth Management, Inc. Gunnison CO 1115 N Main St",,,Salesforce
11146909,Inactive Investor,Shannon Till,,State Farm VP Management Corp. Winter Garden FL 1620 Daniels Rd,,,Salesforce
173265,,Tymiek Mosley,,[Unknown],tymiekmosley@gmail.com,,
10857408,Inactive Investor,Salim Bassalian,,NYLIFE Securities LLC Great Neck NY 12 Bernard St,sbassalian@ft.nyl.com,,Salesforce
10780687,Inactive Investor,Robert Mabbitt,Director - Field Supervision,Edward Jones Chesterfield MO Private Residence,,,Salesforce
10780334,Inactive Investor,John Varricchio,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",john_varricchio@ml.com,,Salesforce
10950280,Inactive Investor,Timothy Watts,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,timothywatts.team@fidelity.com,,Salesforce
9579860,,Jez San,,,jez@jez.com,,List import
10818540,Inactive Investor,Victoria Kim,Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,victoria.kim@jpmorgan.com,,Salesforce
10854248,Inactive Investor,Parker Gordon,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,parker.gordon@fidelity.com,,Salesforce
10987168,Inactive Investor,Kevin Cook,,"CUSO Financial Services, L.P. Burlington NC 2564 Kirkwood Dr",,,Salesforce
11094751,Inactive Investor,Brian Neff,Investment Advisor Representative;President,"Fiduciary Wealth Management, LLC.",,,Salesforce
9597746,,Nicole Evenski,,,nevenski@wealthenhancement.com,,List import
10614535,,Kevin Mulqueen,Financial Advisor,,kjmulqueen@ft.newyorklife.com,,List Import
11191968,Inactive Investor,John Donaldson,Financial Advisor,LPL Financial LLC Oak Brook IL 1200 Harger Rd,john.donaldson@lpl.com,,Salesforce
10933635,Inactive Investor,Fazeela Bacchus-Ali,,"MML Investors Services, LLC Orlando FL 301 E Pine St",fbacchusali@financialguide.com,,Salesforce
10828520,Inactive Investor,Aimee Sybrant,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Inver Grove Heights MN 2918 Upper 55th St",aimee.k.sybrant@ampf.com,,Salesforce
338141,,Matt Monaco,Senior Trader,"Banes Capital Management, Llc",mmonaco@hanover-securities.com,901-261-5900,Manual List Upload
10647632,,George Vogel,,,george.vogel@wellsfargo.com,,List Import
10759982,Inactive Investor,Buddy Levy,Chief Compliance Officer;Founder;President,"NestEgg Advisors, Inc.",,,Salesforce
9574680,,LAWRENCE UMEH,,,umehlawrence82@gmail.com,,List import
11172978,Inactive Investor,Nathan Carpenter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",clay_carpenter@ml.com,,Salesforce
6767463,,KRAN KAEWPRASIT,,,krankaewprasit@gmail.com, +66926100343,Web form fillout
10800949,Inactive Investor,Michael Feinauer,Regional Leader,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,mfeinauer.bjl31@primerica.com,,Salesforce
10658450,,Nicole Miceli,,,nicole.miceli@ceterafs.com,,List Import
10774268,Inactive Investor,Jeffrey Green,,"Raymond James Financial Services, Inc. Houston TX 1400 Post Oak Blvd",jeff.green@raymondjames.com,,Salesforce
10842616,Inactive Investor,James Master,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,jmaster@rwbaird.com,,Salesforce
11099963,Inactive Investor,Andrew Blanchette,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10793895,Inactive Investor,Brian McKeown,Wealth Manager,"Russell Capital Management, LLC",,,Salesforce
10807412,Inactive Investor,Brian Hedlund,,"Packerland Brokerage Services, Inc. Medford WI 134 W State St",brian_hedlund@packerlandbrokerage.com,,Salesforce
10510532,,Kim Tilley,,Lazard Asset Management,kim.tilley@lazard.com,,List Import
11171439,Inactive Investor,David Keosaian,Advisor,Horizons Planning Corporation,dave@horizonsplanning.com,,Salesforce
11166783,Inactive Investor,Samantha Murphy,Investment Consultant,"Raymond James & Associates, Inc. Salt Lake City UT Private Residence",samantha.murphy@raymondjames.com,,Salesforce
11142594,Inactive Investor,Andrew Brogan,,The O.N. Equity Sales Company East Lansing MI 320 W Lake Lansing Rd,,,Salesforce
11260706,Inactive Investor,John Dahle,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11180615,Inactive Investor,David Pressly,,"Register Financial Associates, Inc.",dpressly@registerfinancial.com,,Salesforce
9545448,,James Causey,,,adam.causey@jt-am.com,,List import
11005854,Inactive Investor,Susana Reid,,"Wells Fargo Clearing Services, LLC Oviedo FL 4200 Alafaya Trl",susana.reid@wellsfargo.com,,Salesforce
10875633,Inactive Investor,Ryan Lee,,Commonwealth Financial Network Madison WI 1806 Seminole Hwy,,,Salesforce
10843646,Inactive Investor,Christopher Spellman,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,christopher.spellman@ubs.com,,Salesforce
11049524,Inactive Investor,Rodney Morgan,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",rodney.morgan@transamerica.com,,Salesforce
348116,,Denise Cramer,Elected Manager,Wilmington Trust Investment Management,dcramer@wilmingtontrust.com,302-651-8118,Manual List Upload
10468713,,ICHAM CHARIFI,,,poivrons.heroisme_0v@icloud.com,,Web Form Fillout
11022188,Inactive Investor,Todd Hymel,Financial Advisor,Edward Jones Baton Rouge LA 10235 Jefferson Hwy,todd.hymel@edwardjones.com,,Salesforce
11221205,,Stefanus Ten Brink,,,stefan@vaminvest.com,,List Import
10901485,Inactive Investor,William Mandaro,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",william.mandaro@usbank.com,,Salesforce
373580,,Darren Hoffman,,[Unknown],hoff1066@gmail.com,,source
10846011,Inactive Investor,Heather Barbour,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",heather.barbour@bofa.com,,Salesforce
10785109,Inactive Investor,Paul Pristavec,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",paul_pristavec@ml.com,,Salesforce
10789837,Inactive Investor,Aaron Peloe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,aaron.peloe@fidelity.com,,Salesforce
11207498,Inactive Investor,Jeffrey Fitzgerald,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",,,Salesforce
11082290,Inactive Investor,George Wills,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,george.wills@primerica.com,,Salesforce
347376,,Steven Vetter,Industrial Growth,"Centeroak Adviser, L.p.",svetter@centeroakpartners.com,214-301-4201,Manual List Upload
11045349,Inactive Investor,Brienne Dylewski,,M. S. Howells & Co. Tucson AZ 3971 E Paradise Falls Dr,,,Salesforce
10782875,Inactive Investor,Katherine McGrath,Portfolio Management Associate;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,katherine.a.mcgrath@morganstanley.com,,Salesforce
10788090,Inactive Investor,James Gargiulo,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",james.gargiulo@ml.com,,Salesforce
11234134,Inactive Investor,Grey Smith,,"RBC Capital Markets, LLC",,,Salesforce
10938237,Inactive Investor,Al Elnasser,,Cetera Advisors LLC Sparta NJ Private Residence,aelnasser@1stallied.com,(973) 729-1020,Salesforce
10611839,,Bianca Schuman,Investment Advisor,,bianca@htgadvisors.com,,List Import
11207944,Inactive Investor,Bonnie Maceachern,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2344 Washington St",bonnie.maceachern@raymondjames.com,,Salesforce
11099344,Inactive Investor,Jake Spaccarotelli,Branch Manager,"Raymond James & Associates, Inc. Troy MI 1152 E Long Lake Rd",jake.spaccarotelli@raymondjames.com,,Salesforce
10763974,Inactive Investor,Andrew Riedmatter,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,andrew.riedmatter@fidelity.com,,Salesforce
8480746,,Steven Moore,,Fusco Financial Associates,steven.moore@fuscofinancial.com,(410) 296-5400,List Import
11026679,Inactive Investor,Tessa Price,Registered Client Associate;Supervisory Branch Operations Manager,D.A. Davidson & Co. Boise ID 101 S Capitol Blvd,tlprice@dadco.com,,Salesforce
11107130,Inactive Investor,A Knight,,"Ameriprise Financial Services, LLC Blythewood SC 115 McNulty St",,,Salesforce
9643953,,Ashton Stevens,,,ashton@oilandpetroleum.com,,List import
10656694,,Jane Errebo,,,jane.errebo@fidelity.com,,List Import
10880588,Inactive Investor,Kiel Vanderveen,,"Raymond James Financial Services, Inc. Nebraska City NE 1720 S 11th St",kiel.vanderveen@raymondjames.com,,Salesforce
11222453,,Tina Wilson,,,tina.wilson@empower.com,,List Import
11043233,Inactive Investor,Roderick Bishoff,,LPL Financial LLC Dawsonville GA 139 Prominence Ct,roderick.bishoff@lpl.com,,Salesforce
10815965,Inactive Investor,Robert Poindexter,,NYLIFE Securities LLC Shreveport LA Private Residence,rpoindexter@ft.newyorklife.com,,Salesforce
10981644,Inactive Investor,Shalini Walling,,Vanguard Marketing Corporation,shalini_walling@vanguard.com,,Salesforce
11144866,Inactive Investor,Joseph Altobello,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",jaltobello@financialguide.com,,Salesforce
10944122,Inactive Investor,Ryan Robinson,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",robinson.ryan@principal.com,,Salesforce
9647781,,Souaf Mahassen,,,souadmahassen477@gmail.com,,List import
11003505,Inactive Investor,Jose Gonzalez-Trujillo,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10897231,Inactive Investor,John Berger,,"LaSalle St Securities, L.L.C. Frankfort IL 14 Hickory St",jberger@lasallest.com,,Salesforce
11037185,Inactive Investor,Katherine Dimascolo,Investment Executive,"Osaic Institutions, Inc. Marstons Mills MA 3878 Falmouth Rd",,,Salesforce
11080943,Inactive Investor,John Humphries,Financial Advisor,"Wells Fargo Clearing Services, LLC Bryan TX 3000 Briarcrest Dr",john.humphries@wellsfargo.com,,Salesforce
10939723,Inactive Investor,Kerry Meath-Sinkin,Partner;Wealth Advisor,Journey Strategic Wealth LLC,,,Salesforce
10807537,Inactive Investor,Stephen Norris,,Park Avenue Securities LLC Hunt Valley MD 11350 McCormick Rd,,,Salesforce
10907084,Inactive Investor,Daniel Velazquez,Financial Advisor,LPL Financial LLC Ansonia CT 37 Elizabeth St,daniel.velazquez@lpl.com,,Salesforce
10754626,Inactive Investor,Peter Smith,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Tacoma WA 1201 Pacific Ave",peter.r.smith@ampf.com,,Salesforce
10796525,Inactive Investor,Vincent Zullo,,"Lion Street Financial, LLC Red Bank NJ 320 Broad St",vzullo@lionstreet.com,,Salesforce
10883281,Inactive Investor,Derrick Dohmen,,"Osaic Wealth, Inc. Rogers AR Private Residence",,,Salesforce
9551925,,Janice Henderson,,,janice@lawandassociates.com,,List import
11186903,Inactive Investor,Steven Butler,,"CFS Securities, Inc.",steven@cooperfinservices.com,,Salesforce
11056195,Inactive Investor,Surekha Gajapathy,,"Wells Fargo Clearing Services, LLC Thornton CO 12040 Colorado Blvd",,,Salesforce
9624106,,Robert Woodruff,,,ruffwood@yahoo.com,,List import
11173386,Inactive Investor,Steven Hart,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10815987,Inactive Investor,Dennis Coughlin,,Commonwealth Financial Network New Hartford NY 139 Genesee St,dcoughlin@cfnmail.com,,Salesforce
9583121,,Jon Dalton,,,jon.dalton@fidelity.com,,List import
11129658,Inactive Investor,Gregory Voigt,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,gregory.voigt@ubs.com,,Salesforce
10992544,Inactive Investor,Sean Peters,,"P.J. Robb Variable, LLC Stallings NC Private Residence",,,Salesforce
10990517,Inactive Investor,Jennifer Owens,Associate,Edward Jones Rockwall TX 1309 Ridge Rd,,,Salesforce
10817006,Inactive Investor,Hugh Atkinson,,"Cambridge Investment Research, Inc. Hendersonville TN 131 Indian Lake Blvd",,,Salesforce
10959956,Inactive Investor,David Biliter,Private Banking Advisor,Arvest Wealth Management Bentonville AR 201 NE A St,,,Salesforce
10919900,Inactive Investor,Guy Dellecave,,Cetera Advisor Networks LLC Hauppauge NY 200 Motor Pkwy,,,Salesforce
9595467,,Amy Sachs,,,amy.sachs@stewardpartners.com,,List import
10783300,Inactive Investor,John Rhodes,,Morgan Stanley Winston-Salem NC 100 N Main St,,,Salesforce
10917873,Inactive Investor,John Donadio,,"Farmers Financial Solutions, LLC Chandler AZ 2420 W Ray Rd",john.jdonadio2@farmersagency.com,,Salesforce
352448,,Laurie Kelly,Office Manager,"Mccollum Christoferson Group, Llc",l.kelly@mccollum-christoferson.com,716-854-5400,Manual List Upload
11254521,Inactive Investor,Michael Ronan,,Park Avenue Securities LLC Overland Park KS 9401 Indian Creek Pkwy,,,Salesforce
9572921,,Kevin Hopperton,,,kevin.hopperton@53.com,,List import
11148307,Inactive Investor,Brenda Schaefer,Financial Advisor,LPL Financial LLC Newburgh IN 8266 Bell Oaks Dr,brenda.schaefer@lpl.com,,Salesforce
10761675,Inactive Investor,Earnest Smith,,"Truist Investment Services, Inc. Nashville TN 3322 West End Ave",trey.smith@truist.com,,Salesforce
9628478,,Ka Pel,,,kapel6@gmail.com,,List import
11197797,Inactive Investor,Gigi Turbow Marx,Chief Compliance Officer;Chief Executive Officer;Founder;Principal,Old Field Advisors LLC,gtm@oldfieldadvisors.com,,Salesforce
9645973,,Stuart Diamond,,,stuart@amieelynn.com,,List import
9617907,,Steven Wolf,,,steve@trdlnk.com,,List import
10984189,Inactive Investor,Nicklas Schaffer,,"Carl M. Hennig, Inc.",schaffer@cmhennig.com,,Salesforce
10618733,,John Yeoman,,,john.yeoman@morganstanley.com,,List Import
11050663,Inactive Investor,Paul Hashim,,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",,,Salesforce
9503,,Aki Lim,,Bobo group,nguaki@gmail.com,122017228,
332897,,Mike Horlick,Partner,Southern Wealth Management,mike.horlick@southernwealth.com,,
10644764,,Todd Trexler,,,todd.trexler@nm.com,,List Import
10826240,Inactive Investor,Aaron Larson,Financial Advisor,Edward Jones Grafton ND 1 W 5th St,,,Salesforce
11022043,Inactive Investor,Oladipo Olagundoye,,J.P. Morgan Securities LLC Austin TX 1700 W Parmer Ln,oladipo.olagundoye@jpmorgan.com,,Salesforce
11089570,Inactive Investor,Jonathan Owens,,Park Avenue Securities LLC Baton Rouge LA 10000 Perkins Rowe,jonathan_owens@glic.com,,Salesforce
11087717,Inactive Investor,Demario Young,,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",demario.young@prudential.com,,Salesforce
10488040,,Robert Mcclain,"Chief Executive Officer, President",Crow Holdings Capital,bmcclain@crowholdings.com,,List Import
9622070,,Kim Dong ha,,,rnfurnfu12@naver.com,,List import
11078214,Inactive Investor,Daniel Hernandez,Assistant;Paraplanner,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",daniel.hernandez2@ampf.com,,Salesforce
10794133,Inactive Investor,Anita Szalai,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9647422,,John Jiang,,,johnjiang0704@gmail.com,,List import
10935539,Inactive Investor,Rachael Wiebke,,"Northwestern Mutual Investment Services, LLC Waverly IA 2020 3rd Ave NW",rachael.wiebke@nm.com,,Salesforce
11142795,Inactive Investor,Eunice Gil,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",eunice.gil@tfaconnect.com,,Salesforce
10969925,Inactive Investor,Alexandria Moore,,"First Command Brokerage Services, Inc. Arlington VA 241 18th St S",armoore@firstcommand.com,,Salesforce
9549137,,Shikhar Shah,,,sshah@elliottmgmt.com,,List import
9548522,,Bobby Davila Jr,,,bobbydavila772@gmail.com,,List import
11165365,Inactive Investor,Richard Keel,Financial Advisor,"Osaic Wealth, Inc. Tulsa OK 801 S Boston Ave",,,Salesforce
11094879,Inactive Investor,Michael Blank,,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",michael.v.blank@wellsfargo.com,,Salesforce
11222977,,Anthony Owings,,,anthony.owings@raymondjames.com,,List Import
11044716,Inactive Investor,Katherine Rac,Financial Advisor,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",katherine.rac@equitable.com,,Salesforce
9552795,,Margaret Mayer,,,missy@howardcm.com,,List import
10948727,Inactive Investor,Joshua Czarnota,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Grange IL 1425 W 47th St",joshua.czarnota@ml.com,,Salesforce
11169105,Inactive Investor,David Stanley,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",david.stanley@ampf.com,,Salesforce
11165173,Inactive Investor,Tutana Partsvania,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",tutana.partsvania@ml.com,,Salesforce
9613295,,foo bar,,,foo@bar.com,,List import
10852798,Inactive Investor,Mario Pardo,Financial Services Professional,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",mario.pardo@schwab.com,,Salesforce
10859326,Inactive Investor,Arnold Kuhs,Financial Consultant,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",,,Salesforce
10788639,Inactive Investor,Sean Fairclough,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Taylorville IL 108 W Market St",sean.fairclough@usbank.com,,Salesforce
11087435,Inactive Investor,Christopher Miller,Wealth Advisor,LPL Financial LLC Lutherville Timonium MD 1 Texas Station Ct,christopher.d.miller@lpl.com,,Salesforce
11193175,Inactive Investor,Todd Lappe,Financial Advisor,Edward Jones Indianola IA 1513 N 1st St,todd.lappe@edwardjones.com,,Salesforce
11235501,Inactive Investor,Logan Brown,Relationship Manager,"Jennings & Associates Financial Advisors, LLC",,,Salesforce
9638722,,Allison Magee,,,allison.magee@zff.org,,List import
11021092,Inactive Investor,Ellen Horan,Senior Wealth Manager,"Boulay Financial Advisors, LLC",ehoran@boulaygroup.com,,Salesforce
9618261,,Anthony Borthwick,,,aborthwick@panagora.com,,List import
11044282,Inactive Investor,Mark Cleary,Wealth Strategy Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,mark.cleary@ubs.com,,Salesforce
10753032,Inactive Investor,Christopher Abel,Financial Planning Analyst,"Ameriprise Financial Services, LLC San Mateo CA 1900 OFarrell St",christopher.2.abel@ampf.com,,Salesforce
10849834,Inactive Investor,Robert Lockard,Financial Advisor,LPL Financial LLC Ardmore OK 310 W Main St,rob.lockard@lpl.com,,Salesforce
11033358,Inactive Investor,John Delaney,Senior Portfolio Manager,"Birch Run Investments, LLC",,,Salesforce
10940979,Inactive Investor,Jessica Staton,Chief Operations Officer,Venturi Private Wealth,,,Salesforce
371024,,Jyoti Bansal,,India,bansaljyoti337@gmail.com,,Salesforce
11261282,Inactive Investor,Dennis Lam,Fixed Income Analyst,"Hamlin Capital Management, LLC",dlam@hamlincm.com,,Salesforce
11202889,Inactive Investor,Jordan Kast,Financial Advisor,GDS Wealth Management,jordan.kast@gdswealth.com,,Salesforce
10905385,Inactive Investor,Lorraine Umberger,,"J.W. Cole Financial, Inc. Salt Lake City UT 5525 S 900 E",,,Salesforce
11260343,Inactive Investor,Phyllis Hodges,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",,,Salesforce
11032998,Inactive Investor,Sean Mathis,Financial Advisor,Edward Jones Georgetown TX 285 SE Inner Loop,sean.mathis@edwardjones.com,,Salesforce
10789590,Inactive Investor,Robert Mullins,,Fidelity Brokerage Services LLC,robert.mullins@fidelity.com,,Salesforce
11099787,Inactive Investor,Rosemary Cowen,,LPL Financial LLC Reno NV 10599 Double R Blvd,rosemary.cowen@lpl.com,,Salesforce
11209058,Inactive Investor,Ronald Ohsberg,Chief Financial Officer;Senior Executive Vice President;Treasurer,Washington Trust Advisors Wellesley MA 200 Linden St,,,Salesforce
9633485,,barrie wylds,,,bcwylds@rogers.com,,List import
9627954,,Ben Cline,,,rep.ben.cline@mail.house.gov,,List import
130161,,Abraham Barrera,,"Wealth Enhancement Advisory Services, Llc",abarrera@wealthenhancement.com,,
9551179,,Philip Roberts,,,philroberts@financialguide.com,,List import
11136521,Inactive Investor,Braeden Eubanks,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9608778,,Sdef Def,,,wtssigert@gmail.com,,List import
207038,,Peggy Lichtenthal,,United States,peglovesdogs@gmail.com,,source
10825763,Inactive Investor,Francine Payson,Senior Vice President,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",francine.payson@raymondjames.com,,Salesforce
11078298,Inactive Investor,Thomas Peel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL Private Residence",thomas.peel@schwab.com,,Salesforce
116229,,David Bew,,United States,davidbew@bellsouth.net,,source
11003525,Inactive Investor,Madeleine Riordan,,Deutsche Bank Securities Inc.,madeleine@deutschewealth.com,,Salesforce
10812169,Inactive Investor,Richard Gilmore,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",richard.gilmore@raymondjames.com,,Salesforce
10937437,Inactive Investor,Dane Broadie,,"Allstate Financial Services, LLC Overland Park KS 11808 Quivira Rd",,,Salesforce
10821846,Inactive Investor,William Mildren,Wealth Management Advisor,"Cadent Capital Advisors, LLC",bill@cadcapital.com,,Salesforce
340736,,Kehoness James,,Exencial Wealth Advisors,kjames@exencialwealth.com,405-478-1971,Manual List Upload
10968913,Inactive Investor,Eric Gross,Financial Advisor,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",eric.gross@valic.com,,Salesforce
11098940,Inactive Investor,Samuel Diarbakerly,Wealth Advisor,"Claro Advisors, LLC",sdiarbakerly@claroadvisors.com,,Salesforce
11208882,Inactive Investor,Tony Pulley,Investment Advisor Representative,"Osaic Wealth, Inc. Wabash IN 1205 N Cass St",,,Salesforce
11023192,Inactive Investor,Wendy Keeler,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 5747 Perimeter Dr",wendy.keeler@wellsfargoadvisors.com,,Salesforce
9547119,,Patrick Tao,,,patrick.tao@gmail.com,,List import
9639356,,Deborah Cowan,,,dcowan@npr.org,,List import
1001339,Inactive Investor,mle@iconiqcapital.com,,Iconiq Client,mle@iconiqcapital.com,,
10827570,Inactive Investor,Alfred Toussaint,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9622605,,Harlem Quijano,,,harlem.quijano@gmail.com,,List import
10813827,Inactive Investor,Thomas Sundberg,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Hastings MN 800 Oak St",thomas.j.sundberg@ampf.com,,Salesforce
9604660,,J S,,,jasen.sebastian@gmail.com,,List import
10803418,Inactive Investor,Kathryn Dieter,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",kathryn.dieter@nm.com,,Salesforce
10833768,Inactive Investor,Dawn Davis,,"Wells Fargo Clearing Services, LLC",dawn.davis@wfadvisors.com,,Salesforce
9633321,,Thaleef khan,,,thaleefkhan05@gmail.com,,List import
10997081,Inactive Investor,Melissa Ramos,,"Northwestern Mutual Investment Services, LLC Tampa FL 8800 Grand Oak Cir",melissa.ramos@nm.com,,Salesforce
11141720,Inactive Investor,Jacob Burningham,Financial Advisor,Edward Jones Seattle WA 2710 Westlake Ave N,jacob.burningham@edwardjones.com,,Salesforce
9604115,,Stephan Neumann,,,numanbeats@googlemail.com,,List import
10872130,Inactive Investor,Samuel Bradley,Financial Advisor,Edward Jones Scottsbluff NE 1502 2nd Ave,samuel.bradley@edwardjones.com,,Salesforce
11091789,Inactive Investor,Daniel Seefeldt,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",daniel.seefeldt@prudential.com,,Salesforce
11059432,Inactive Investor,Eric Edwards,,Bison Advisors Frisco TX 6160 Warren Pkwy,,,Salesforce
11046395,Inactive Investor,Antonino Guercio,,J.P. Morgan Securities LLC Winnetka IL 851 Spruce St,antonino.guercio@jpmorgan.com,,Salesforce
10645478,,Robert Leclercq,,,rob.leclercq@accessalpha.com,,List Import
9631267,,Allison Williford,,,agcrypt@reagan.com,,List import
11153544,Inactive Investor,Nicholas Manley,Financial Advisor,"CUSO Financial Services, L.P. Eugene OR 299 E 11th Ave",,,Salesforce
9596262,,Thomas Marshall,,,tom@myverpa.com,,List import
11127113,Inactive Investor,Michael Rutter,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
164480,,Capital Gain,,[Unknown],capitalgainokay@gmail.com,,Direct
10963839,Inactive Investor,William Shin,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",william.shin@prudential.com,,Salesforce
9624896,,Ahmed Hassan,,,ahmed.hassan.ku@gmail.com,,List import
11001050,Inactive Investor,Matthew Mueller-Lewis,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,mmueller-lewis@primerica.com,,Salesforce
339848,,Django Davidson,Partner,Hosking Partners Llp,ddavidson@hoskingpartners.com, -48013,Manual List Upload
10988098,Inactive Investor,Samantha Clyne-Roland,,"Empower Financial Services, Inc Congers NY Private Residence",samantha.clyne-roland@empower.com,,Salesforce
9564154,,Robert Killebrew,,,rkillebrew@wms-partners.com,,List import
10782486,Inactive Investor,John Draper,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",john.draper@rbc.com,,Salesforce
10696361,,Wendy Lanton,,HEROLD & LANTERN INVESTMENTS INC,wendy@heroldlantern.com,,List Import
10848409,Inactive Investor,Steven Hahn,Financial Advisor,"Ameriprise Financial Services, LLC Avon CT 20 Tower Ln",steven.p.hahn@ampf.com,,Salesforce
11075582,Inactive Investor,Kelly Nichiporuk,,State Farm VP Management Corp. Cazenovia NY 105 Nelson St,kelly.k.nichiporuk.pg90@statefarm.com,,Salesforce
11084504,Inactive Investor,Kyle Nowadnick,Wealth Advisor,Thrivent Investment Management Inc. Bothell WA 15117 Main St,kyle.nowadnick@thrivent.com,,Salesforce
5784389,,Noel Jordan,,,firstvoyager436@gmail.com,,Web Form Fillout
10644657,,Dale Ihssen,,,dale.ihssen@tfaconnect.com,,List Import
11074023,Inactive Investor,Adam Schwartz,,First Manhattan Securities LLC Greenwich CT 80 Field Point Rd,aschwartz@firstmanhattan.com,,Salesforce
10841426,Inactive Investor,Christopher Williams,,Lincoln Investment West Abington Twp PA Private Residence,cwilliams@lincolninvestment.com,,Salesforce
10968881,Inactive Investor,Demond Riouse,,Cetera Advisor Networks LLC Tulsa OK 1616 S Main St,,,Salesforce
5031939,,Valerie Lovan,,Individual Investor,quikquil@gmail.com,8562645441,Web Form Fillout
10942993,Inactive Investor,Haley Daniels,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,haley_daniels@vanguard.com,,Salesforce
11146007,Inactive Investor,Eric Lapan,,Country Capital Management Company Bloomington IL 402 N Hershey Rd,eric.lapan@countryfinancial.com,,Salesforce
11066623,Inactive Investor,Matthew Kim,,"Signature Estate Securities, Inc.",,,Salesforce
9545325,,Kristopher Gallaher,,,kgallaher@ayco.com,,List import
11184849,Inactive Investor,Michael Angell,Director - Wealth Management;Partner,"Aspiriant, LLC",mangell@aspiriant.com,,Salesforce
11232259,Inactive Investor,Jesse Glaser,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",jesse.glaser@wellsfargo.com,,Salesforce
9593843,,Melvin Rivera,,,gerardoriv@gmail.com,,List import
11069360,Inactive Investor,Ryan Franklin,Director;Senior Financial Advisor,Moss Adams Wealth Advisors LLC Yakima WA 402 E Yakima Ave,ryan.franklin@mossadams.com,,Salesforce
10971774,Inactive Investor,David Masse,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10906790,Inactive Investor,Charles McCarty,Division Leader,PFS Investments Inc. Dayton OH 6520 Poe Ave,charles.mccarty@primerica.com,,Salesforce
10781364,Inactive Investor,Stephen Pinaire,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",stephen_e_pinaire@ml.com,,Salesforce
11147111,Inactive Investor,Jared Klancic,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jared.klancic@ml.com,,Salesforce
11056506,Inactive Investor,Leslie Mabry,,PFS Investments Inc. Redlands CA 721 Nevada St,8fxkf@primerica.com,,Salesforce
10840732,Inactive Investor,Matthew Hembree,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",mmhembree@firstcommand.com,,Salesforce
11156191,Inactive Investor,Steven Muldowney,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 3522 Paesanos Pkwy",steven.muldowney@ampf.com,,Salesforce
11122907,Inactive Investor,Suyash Gupta,,Jefferies LLC San Francisco CA 101 California St,,,Salesforce
11125650,Inactive Investor,Thomas Healy,,Stonex Securities Inc. Harrisburg PA Private Residence,thomas.healy@saswealth.com,,Salesforce
11263154,,Christopher Brown,,,kingbrown88@aol.com,,Web Form Fillout
10850530,Inactive Investor,Brady Perose,,NYLIFE Securities LLC,bperose@ft.newyorklife.com,,Salesforce
9594387,,Dean Allara,,,dean.allara@roc-bridge.com,,List import
9591728,,Daron Roberts,,,daronroberts@gmail.com,,List import
11116807,Inactive Investor,Edward Sommer,,"Cadaret, Grant & Co., Inc. Columbus OH 300 W Wilson Bridge Rd",,,Salesforce
10764010,Inactive Investor,Charmaine Ollie,,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",charmaine.mcduffie@wellsfargoadvisors.com,,Salesforce
10877005,Inactive Investor,William O'Doherty,Financial Consultant,Thrivent Investment Management Inc. Montvale NJ 221 W Grand Ave,william.odoherty@thrivent.com,,Salesforce
11016484,Inactive Investor,Christopher Milardo,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10865976,Inactive Investor,Stephen Cheifetz,Chief Compliance Officer;Co-Founder;Member,"Kades & Cheifetz, LLC",steve@kadescheifetz.com,,Salesforce
11204183,Inactive Investor,Jesse Hudson,,SECU Brokerage Services Mount Airy NC 805 S Franklin Rd,jesse.hudson@ncsecu.org,,Salesforce
11006471,Inactive Investor,Ryan Bottin,,"Bessemer Investor Services, Inc.",,,Salesforce
10906438,Inactive Investor,Jason Buchinger,Financial Advisor,LPL Financial LLC Stevens Point WI 3101 Hoover Rd,jason.buchinger@lpl.com,,Salesforce
240045,,Jim Dormady,Commercial Loan Officer,Investment Management Group,jdormady@stockmanbank.com,406-655-3960,Manual List Upload
11117635,Inactive Investor,Anthony Mirabelli,,"Ameriprise Financial Services, LLC Danvers MA 2 Electronics Ave",anthony.c.mirabelli@ampf.com,,Salesforce
9570251,,Christopher Winchenbaugh,,,winchenbaugh@intrepidfp.com,,List import
11121568,Inactive Investor,Christopher Gimenez,,NYLIFE Securities LLC League City TX Private Residence,cwgimenez@ft.newyorklife.com,,Salesforce
11178926,Inactive Investor,Tiffany Crosley,,J.P. Morgan Securities LLC Columbia MD 8600 Guilford Rd,tiffany.crosley@jpmorgan.com,,Salesforce
9614467,,Surf Merchant,,,sarfarazmerchant28@gmail.com,,List import
11158691,Inactive Investor,Robyn Redfield,First Vice President;Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Boston MA 28 State St,robyn.redfield@morganstanley.com,,Salesforce
10488043,,Daniel Feeney,,Crow Holdings Capital,dfeeney@crowholdings.com,,List Import
10975929,Inactive Investor,Damon Hopkins,,J.P. Morgan Securities LLC Fontana CA 16879 Sierra Lakes Pkwy,damon.b.hopkins@chase.com,,Salesforce
10912746,Inactive Investor,Matthew Perkins,Financial Advisor,Merit Financial Advisors Issaquah WA 6415 E Lake Sammamish Pkwy SE,,,Salesforce
9640850,,Xavier Singleton,,,xaviersingleton22@gmail.com,,List import
11027073,Inactive Investor,Luis Sosa,,J.P. Morgan Securities LLC Waukegan IL 3950 Fountain Square Pl,luis.e.sosa@chase.com,,Salesforce
10987711,Inactive Investor,Adelaide Agyemang,,NYLIFE Securities LLC Edison NJ 379 Thornall St,anagyemang@ft.newyorklife.com,,Salesforce
236854,, -,,[[Unknown]],mymindaz@yahoo.com,,
10904761,Inactive Investor,Peter Arroyo,,PFS Investments Inc. Staten Island NY 259 Liberty Ave,peter.arroyo@primerica.com,,Salesforce
10868402,Inactive Investor,Miguel Rodriguez,,"Osaic Wealth, Inc. Pompano Beach FL 5421 N University Dr",,,Salesforce
11105707,Inactive Investor,Matthew Norman,,"Northwestern Mutual Investment Services, LLC Janesville WI 519 Midland Ct",matthew.norman@nm.com,,Salesforce
10893293,Inactive Investor,Kathryn Cox,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,kathy.cox@lpl.com,,Salesforce
8082345,,Saed Siam,,,siamsaad_88@hotmail.com,,Web form fillout
11089263,Inactive Investor,Ismael Rivera-Jaime,,Fidelity Brokerage Services LLC,,,Salesforce
11091765,Inactive Investor,Robert Keavney,,LifeMark Securities Corp. Englewood CO 7167 S Alton Way,rkeavney@lifemark.com,,Salesforce
11159737,Inactive Investor,Larry Nolan,,PFS Investments Inc. Upland CA 151 D St,larry.nolan@primerica.com,,Salesforce
10885682,Inactive Investor,Seth Karasin,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,seth.karasin@bnymellon.com,,Salesforce
1004906,Inactive Investor,william ashcraft,,William Ashcraft,williamdashcraft@yahoo.com,4074122348,Direct
9646781,,Bryan Schroeder,,,beggarlk1813@gmail.com,,List import
11120338,Inactive Investor,Rachael Hunt,Associate,Edward Jones Spring TX 25132 Oakhurst Dr,,,Salesforce
10680349,,Russell Paoletti,,,russell.paoletti@empower.com,,List Import
10525332,,Zahoor Ahmad,,,zahmadz1122@gmail.com,,Web Form Fillout
10618030,,Christopher Chigas,,,cc@afinancial.com,,List import
10847012,Inactive Investor,Anastasios Ioannou,,Cetera Financial Specialists LLC Ramsey NJ Private Residence,anastasios.ioannou@ceterafs.com,,Salesforce
9547212,,Marion Clark,,,brooks@clarkfinancialadvisors.com,,List import
11080149,Inactive Investor,Richard Walters,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
2758625,,Milind Khawse,,,milindkhawse1@gmail.com,,
9594958,,Greg Conover,,,gconover41@yahoo.com,,List import
11114984,Inactive Investor,Jacob Lifshin,,PlanMember Securities Corporation Los Alamitos CA Private Residence,jlifshin@planmember.com,,Salesforce
11103499,Inactive Investor,Catherine Huntley,Capital Markets Analyst,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9595083,,Kyle Bubeck,,,kyle@iaadvisors.com,,List import
10969139,Inactive Investor,Leah Perez,,PFS Investments Inc. Visalia CA 2916 W Main St,leah.perez@primerica.com,,Salesforce
9617625,,David Hawkins,,,dhawkins@shorehillcapital.com,,List import
11024273,Inactive Investor,Gregory Kuehn,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",joe.kuehn@rbc.com,,Salesforce
10792074,Inactive Investor,Brian Wells,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brian.wells@fidelity.com,,Salesforce
11213002,Inactive Investor,Ingrid Lamb,Financial Professional,Money Concepts Capital Corp Chesapeake Beach MD Private Residence,ilamb@moneyconcepts.com,,Salesforce
10944270,Inactive Investor,Kenneth Kalk,,"Osaic Wealth, Inc. Onalaska WI 635 2nd Ave S",kenneth.kalk@osaicwealth.com,,Salesforce
10916908,Inactive Investor,Steven Corrado,Senior Supervisory Principal,LPL Financial LLC,steven.corrado@lpl.com,,Salesforce
11150077,Inactive Investor,Ted Albrecht,Financial Advisor,Journey Strategic Wealth LLC Tampa FL 13919 Carrollwood Village Run,ted.albrecht@lpl.com,,Salesforce
333624,,Duncan Wilk,,Mercer Advisors,dwilk@merceradvisors.com,(425) 558-3420,
11202711,Inactive Investor,Christopher Smith,Investment Advisor,Fisher Investments,,,Salesforce
11006151,Inactive Investor,Christopher Hill,,LPL Financial LLC Itasca IL 100 E Pierce Rd,christopher.hill@lpl.com,,Salesforce
10965678,Inactive Investor,Timothy Walk,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",timothy.walk@nm.com,,Salesforce
10028736,,f z,,,zhuifeng1016@gmail.com,,Web Form Fillout
10807026,Inactive Investor,George Steer,Chief Compliance Officer;Managing Director;Managing Member,"Sedona Asset Management Services, LLC",,,Salesforce
10829001,Inactive Investor,Asmir Haskic,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,asmir.haskic@fidelity.com,,Salesforce
11204957,Inactive Investor,William Casillas,,"Concorde Investment Services, LLC El Paso TX 4120 Rio Bravo St",,,Salesforce
10890680,Inactive Investor,Gonzalo Horigian Bergamali,Financial Advisor,Edward Jones Addison TX 14131 Midway Rd,gonzalo.horigian@edwardjones.com,,Salesforce
11062800,Inactive Investor,Mark Scalercio,,"OneAmerica Securities, Inc.",,,Salesforce
10893963,Inactive Investor,Raju Gadiraju,Owner,"Gadiraju, Raju",,,Salesforce
11118995,Inactive Investor,Sydney Niewierski,,"Raymond James Financial Services, Inc. Clearwater FL 28050 US Hwy 19 N",sydney.niewierski@raymondjames.com,,Salesforce
7454818,,alla -,,,core@fronk.world,,
11184483,Inactive Investor,Gregory Pierce,Owner;Principal Advisor,"Pierce Financial Strategies, LLC",samuel@piercefinancialstrategies.com,,Salesforce
11206338,Inactive Investor,Scott Rumple,,NYLIFE Securities LLC Greensboro NC 3300 Battleground Ave,sjrumple@ft.newyorklife.com,,Salesforce
10802985,Inactive Investor,Brion Kavanagh,,NYLIFE Securities LLC Tuckerton NJ 128 Cedar St,bpkavanagh@ft.newyorklife.com,,Salesforce
9581084,,John Ciocari,,,john.ciocari@lfg.com,,List import
10844506,Inactive Investor,Luis Loboguerrero,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
229066,, -,,[[Unknown]],erick.cpbarbosa@gmail.com,,Organic Search
10804438,Inactive Investor,Ciavon Hartman,Chief Compliance Officer;Chief Operating Officer;Vice President - Operations,Donaldson Capital Management LLC,chartman@dcmol.com,,Salesforce
10791987,Inactive Investor,Stephen Carr,Financial Professional,"MML Investors Services, LLC Endicott NY 110 Grant Ave",spcarr@financialguide.com,,Salesforce
373111,,Craig Laskow,,[Unknown],craiglaskow@gmail.com,,source
10812125,Inactive Investor,Jason Zaks,Managing Director;Senior Institutional Consultant,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",jason.zaks@raymondjames.com,,Salesforce
10933840,Inactive Investor,Hughroy Daley,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,hugh.daley.118@fmr.com,,Salesforce
10762035,Inactive Investor,Glenn Karwic,Senior Registered Associate,Morgan Stanley West Hartford CT 433 S Main St,glenn.karwic@morganstanley.com,,Salesforce
11183173,Inactive Investor,Brian Pearson,Chief Compliance Officer;President,"Amazz Investment Management, Inc. Williamsville NY 5214 Main St",,,Salesforce
10786664,Inactive Investor,Frank Fileccia,,"Herold & Lantern Investments, Inc.",frankf@heroldlantern.com,,Salesforce
10787214,Inactive Investor,Aidan O'Connell,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11220890,,Clint Pogemiller,,,clint.j.pogemiller@mwarep.org,,List Import
10963774,Inactive Investor,Scott Martindale,,"Farmers Financial Solutions, LLC Healdsburg CA 431 March Ave",smartindale@farmersagent.com,,Salesforce
239866,,Annie Li,,[Unknown],annie.li@1tokentech.com,,Event
10787989,Inactive Investor,William Mack,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.mack@fidelity.com,,Salesforce
249076,,Mary D'Souza,Managing Director,Misha Investments,maryadsouza@gmail.com,,Manual List Upload
10772598,Inactive Investor,Gunnar Thowsen,Associate Vice President - Wealth Management;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley San Diego CA 16644 W Bernardo Dr,gunnar.thowsen@morganstanley.com,,Salesforce
11096514,Inactive Investor,Willie Glover,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Amazonite Investments LLC,willieglover@amazonite.biz,,Salesforce
210903,,zz zz,,swiss,ziouzitsou@gmail.com,(323) 123-2313,
11115094,Inactive Investor,Timothy McAllister,,"Osaic Wealth, Inc. Onalaska WI 3033 E Main St",tmcallister@royalaa.com,,Salesforce
10861235,Inactive Investor,Joshua Rizzo,Financial Advisor,Edward Jones Woodruff SC Private Residence,joshua.rizzo@edwardjones.com,,Salesforce
10647945,,Gregory Dexter,,,gdexter@tieronewm.com,,List Import
9563103,,George Davis,,,gdavis@carsoninstitutional.com,,List import
10980298,Inactive Investor,Joshua Brumbaugh,Wealth Advisor,Shoreline Wealth Advisors Carmel IN 11495 N Pennsylvania St,josh@shoreline-llc.com,,Salesforce
10875362,Inactive Investor,Andrew Taylor,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",,,Salesforce
11200389,Inactive Investor,Philip Carter,Director - Alternative Investments;Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley New York NY 55 E 52nd St,philip.carter@morganstanley.com,,Salesforce
339557,,Kelly Hale,,Longview Wealth Management,khale@lvwm.com,404-843-3100,Manual List Upload
11068130,Inactive Investor,John Kolleng,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11139795,Inactive Investor,Jason Freeman,Financial Advisor,LPL Financial LLC Mansfield TX 305 Regency Pkwy,jason.freeman@lpl.com,,Salesforce
11119263,Inactive Investor,Edgar Gonzalez,,"Wells Fargo Clearing Services, LLC Concord CA 775 Oak Grove Rd",,,Salesforce
10855826,Inactive Investor,Donald Kent,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",donald.kent@equitable.com,,Salesforce
9550685,,li lei,,,1191656822@qq.com,,List import
10756249,Inactive Investor,Jean Chihak,Analyst - Institutional Consulting;Assistant Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,jean.chihak@morganstanley.com,,Salesforce
10873256,Inactive Investor,Billy Laque,,"Horace Mann Investors, Inc. San Antonio TX 6322 Sovereign St",billy.laque@horacemann.com,,Salesforce
11051869,Inactive Investor,Morton Taylor,Chief Compliance Officer;Managing Member,"Firehorse Strategic Investing, LLC Lantana TX 631 Walker Xing",mitch.taylor@firehorsesi.com,,Salesforce
11015556,Inactive Investor,Lucy Gilmore,,State Farm VP Management Corp. Indianapolis IN 9450 N Meridian St,lucy.gilmore.u5lz@statefarm.com,,Salesforce
9612959,,William Slagle,,,wilpersonalemail@gmail.com,,List import
10797709,Inactive Investor,Mary Steiner,Vice President,"Raymond James & Associates, Inc. Sioux Falls SD 5800 S Remington Pl",mary.steiner@raymondjames.com,,Salesforce
10995774,Inactive Investor,Selina McEwen,,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,selina.schacht@chase.com,,Salesforce
11158168,Inactive Investor,Maxwell Depalo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,maxwell.depalo@fidelity.com,,Salesforce
9588703,,Chris Garver,,,chrisgarver80@gmail.com,,List import
9616375,,Ruffino Chris,,,cruffino@vigilantllc.com,,List import
9577938,,wayne chong,,,iamwaynechong@gmail.com,,List import
10841157,Inactive Investor,Daniel Scheyder,Wealth Strategy Associate,UBS Financial Services Inc. New London CT 2 Union Plz,daniel.scheyder@ubs.com,,Salesforce
10870210,Inactive Investor,Kurt Haberer,,"Raymond James Financial Services, Inc. Clay Center KS 719 5th St",kurt.haberer@raymondjames.com,,Salesforce
161767,,Geoff Rosin,,[Unknown],gctrader89@gmail.com,,Organic Search
11040986,Inactive Investor,Nannette Sabo,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,nannette_sabo@vanguard.com,,Salesforce
9602185,,Mario Chirino,,,mario@weareyouragents.com,,List import
166210,,Steve Cavanagh,,[Unknown],stevecav@gmail.com,,Paid Social
10754308,Inactive Investor,Diana Deford,Registered Associate,Morgan Stanley Springfield MO 1535 E Primrose St,diana.deford@morganstanley.com,,Salesforce
37722,,Regan Stephenson,Financial Planner,"Cain, Watters & Associates, LLC Plano TX 6900 Dallas Pkwy",regan@cainwatters.com,972-233-3323,
11060056,Inactive Investor,Nichole Ake,,PNC Investments Houston TX 2200 Post Oak Blvd,nichole.ake@pnc.com,,Salesforce
10793436,Inactive Investor,Aaron Montez,,LPL Financial LLC Peoria AZ 8877 W Union Hills Dr,aaron.montez@lpl.com,,Salesforce
148728,,Francis Frecentese,,[Unknown],fxf@alumni.upenn.edu,,
10963626,Inactive Investor,Jessica Jeffers,,"Wells Fargo Clearing Services, LLC Gainesville GA 600 Spring St SE",,,Salesforce
10794287,Inactive Investor,Walter Martin,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,waltermartin@ft.newyorklife.com,,Salesforce
10923916,Inactive Investor,Kyle Laughlin,Senior Client Associate,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,klaughlin@rockco.com,,Salesforce
11036381,Inactive Investor,Lauren Greenebaum,,"Mesirow Financial, Inc.",lfriedlen@mesirowfinancial.com,,Salesforce
11230683,Inactive Investor,Christian Andreoli,,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",christian.andreoli@ampf.com,,Salesforce
374830,Inactive Investor,Zoe Brunson,Chief Investment Strategist,"AssetMark, Inc.",zoe.brunson@assetmark.com,,Event
10487478,,Michael Beck,"Managing Director, Partner","Beacon Pointe Advisors, LLC",mrbeck@glrassoc.com,,List Import
11027726,Inactive Investor,Naila Ibrahim,,J.P. Morgan Securities LLC Fairfax VA 2905 District Ave,naila.ibrahim@jpmorgan.com,,Salesforce
11058767,Inactive Investor,William Brockob,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,william.brockob@fmr.com,,Salesforce
11089309,Inactive Investor,Ruth Rozankovich,Vice President;Vice President - Investments,"Raymond James & Associates, Inc. Kalamazoo MI 125 S Kalamazoo Mall",ruth.rozankovich@raymondjames.com,,Salesforce
220979,,Jeffrey Beacham,,[Unknown],jmbeacham11@yahoo.com,7161111111,Organic Search
60730,,Timothy Thoele,"Financial Advisor, Financial Representative","Principal Securities, Inc.",thoele.tim@principal.com,952-277-4275,
11041854,Inactive Investor,Laurance Phister,,LPL Financial LLC Irvine CA 1900 Main St,laurance.phister@lpl.com,,Salesforce
345185,,Aaron Harken,Vice President,"Cgi Wealth Advisors, Inc.",aharken@cgiadvisors.com,610-854-1420,Manual List Upload
9650188,,Todd Myers,,,todd.myers1971@gmail.com,,
11103710,Inactive Investor,Logan Mast,,The O.N. Equity Sales Company Berlin OH 4585 State Rte 39,,,Salesforce
9575267,,Anthony Zabiegala,,,tony@strategicwealthltd.com,,List import
11037003,Inactive Investor,Ronald Besonen,,Epiqwest Culver Wealth Advisors LLC Broomfield CO 360 Interlocken Blvd,ron.besonen@epiqwest.com,,Salesforce
11167433,Inactive Investor,Michael Maul,Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
46445,,Malinda Risen-Sanders,,"LaSalle St. Investment Advisors, L.L.C.",mindyrs@lasallest.com,812-855-4803,
11168241,Inactive Investor,Anthony Greco,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,anthony.greco@fmr.com,,Salesforce
11139168,Inactive Investor,Malcolm Johnson,,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,malcolm.a.johnson@jpmorgan.com,,Salesforce
10644293,,Jessica Daczo,,,jessica.daczo@jpmorgan.com,,List Import
10866178,Inactive Investor,Nicholas Segovia,Private Client Advisor,J.P. Morgan Securities LLC Hoboken NJ 200 14th St,nicholas.segovia@jpmorgan.com,,Salesforce
10780281,Inactive Investor,Phillip Knight,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",pmknight2@firsthorizon.com,,Salesforce
11260446,Inactive Investor,Anushka Gupta,,Evercore Group L.L.C.,,,Salesforce
9565263,,Stefanie Smykowski,,,stefanie.smykowski@edwardjones.com,,List import
11047162,Inactive Investor,Brian Code,Founder;Principal,Code Waechter LLC,bcode@codesmithfinancial.com,,Salesforce
221185,,Clyde Siverd,,[Unknown],clyde.siverd@gmail.com,,Direct
9556167,,Richard Dupuis,,,rick@royalcapitalmanagement.com,,List Import
9548441,,Emirhan Samanci,,,emirhansamanci4@gmail.com,,List import
11031963,Inactive Investor,Nolan Munafo,,EF Hutton LLC,,,Salesforce
10908394,Inactive Investor,Sheldon Lee,,"Wells Fargo Clearing Services, LLC San Bruno CA 875 El Camino Real",sheldon.lee@wellsfargo.com,,Salesforce
10863901,Inactive Investor,Jodi Harrison,Business Manager;Paraplanner,"Raymond James & Associates, Inc. Portage MI 7995 Moorsbridge Rd",jodi.harrison@raymondjames.com,,Salesforce
197716,,Mike Brodtman,,Assurance Financial,mbrodtman@assurancemortgage.com,3183769727,
9593226,,Haran Rajah,,,kickstartlk@gmail.com,,List import
10981886,Inactive Investor,Maykel Barrios,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",,,Salesforce
10924529,Inactive Investor,Mark Zafereo,,LPL Financial LLC Victoria TX 5606 N Navarro St,,,Salesforce
10793061,Inactive Investor,Robert Schlumberger,,"Avantax Investment Services, Inc. Crystal River FL 6220 W Corporate Oaks Dr",,,Salesforce
10771176,Inactive Investor,Kevin Gade,Chief Operating Officer;Portfolio Manager;Principal,Bahl & Gaynor Inc,kgade@bahl-gaynor.com,,Salesforce
344397,,Andrew Mathewson,"Investment Director, Global Emerging Markets",Martin Currie Inc,amathewson@martincurrie.com,441-312-295252,Manual List Upload
10761432,Inactive Investor,Marilyn Baggett,Senior Client Associate,"Kestra Investment Services, LLC Mobile AL 1060 Dauphin St",marilyn.baggett@wellsfargoadvisors.com,,Salesforce
11021487,Inactive Investor,Elmira Khosh,,J.P. Morgan Securities LLC Van Nuys CA 17200 Saticoy St,elmira.khosh@jpmorgan.com,,Salesforce
10927637,Inactive Investor,Damon Putnam,,"FBL Marketing Services, LLC Topeka KS 2519 NW Topeka Blvd",damon.putnam@fbfs.com,,Salesforce
10899650,Inactive Investor,Julie Lalwani,Financial Advisor,Edward Jones Phoenix AZ 706 E Bell Rd,julie.lalwani@edwardjones.com,,Salesforce
10945472,Inactive Investor,Amy Garza,Investment Advisor Representative,"Heritage Asset Advisors Ltd., LLP",amy@heritageassetadvisors.com,,Salesforce
10892575,Inactive Investor,Nathan Kohuth,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",nathan.kohuth@nm.com,,Salesforce
9647251,,Manuel Miquel,,,150m.miquel@gmail.com,,List import
11222817,,Meghan Waclawsky,,,meghan@kaizerman.com,,List Import
10850571,Inactive Investor,Cheryle Maloon,Private Client Investment Advisor,TD Private Client Wealth LLC Manchester NH 300 Franklin St,cheryle.maloon@td.com,,Salesforce
333792,,Lori Richardson,"Institutional Sales Director, ChFC, CFP","Kellogg Asset Management, Llc",lori.richardson@kelloggasset.com,800-236-0082,Manual List Upload
11123834,Inactive Investor,Brady Coke,,&Partners,brady.coke@andpartners.com,,Salesforce
11172272,Inactive Investor,Romero Llamas,Financial Advisor,"Ameriprise Financial Services, LLC Canton OH 4383 Executive Cir NW",romero.a.llamas@ampf.com,,Salesforce
11205270,Inactive Investor,Richard Corbin,Principal,LPL Financial LLC Austin TX 13284 Pond Springs Rd,richard.corbin@lpl.com,,Salesforce
11085181,Inactive Investor,Sandra Mazzola,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,smmazzola@ft.newyorklife.com,,Salesforce
11115608,Inactive Investor,Donna Bridges,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10832850,Inactive Investor,Lauren Ferris,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 2043 S Colorado Blvd",,,Salesforce
9618345,,Brian Feltzin,,,bfeltzin@sheffieldmgmt.com,,List import
10891493,Inactive Investor,Martin Kogel,Financial Advisor,Edward Jones Wylie TX 611 S Hwy 78,marty.kogel@edwardjones.com,,Salesforce
11172840,Inactive Investor,Ellen Schmidt Grady,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,ellen.schmidtgrady@fmr.com,,Salesforce
244111,,Andy Finnegan,Director,GMO LLC,andy.finnegan@gmo.com,16173307500,Manual List Upload
10958282,Inactive Investor,Jeffery Bettermann,,Advisor Share Wealth Management Las Vegas NV Private Residence,jeff@advisorsharewm.com,,Salesforce
11099797,Inactive Investor,Blazy Aldana,,"Charles Schwab & Co., Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",,,Salesforce
10773934,Inactive Investor,Larry Goad,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",goadl@stifel.com,,Salesforce
10914534,Inactive Investor,Todd Hess,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",todd.a.hess@ml.com,,Salesforce
11116192,Inactive Investor,Wen Shao,Financial Advisor,"Pruco Securities, LLC. Matthews NC 4412 Potter Rd",wen.shao@prudential.com,,Salesforce
122081,,Didier Le Floch,, -,didier.lefloch@gmail.com,4.47944E+11,
10888966,Inactive Investor,Kyle Osterhage,Financial Advisor,Edward Jones O Fallon IL 707 E Hwy 50,kyle.osterhage@edwardjones.com,,Salesforce
10899768,Inactive Investor,Edward Lambert,Principal,LPL Financial LLC Troy MI 1301 W Long Lake Rd,ed.lambert@lpl.com,,Salesforce
5031800,,Brian Tropiano,,,briantropiano@gmail.com,,Web Form Fillout
9584429,,Joel Jaquith,,,j.jaquith@fi.com,,List import
11019448,Inactive Investor,Robert Stoklosa,Investment Advisor Representative,LPL Financial LLC Orchard Park NY 4063 N Buffalo St,robert.stoklosa@lpl.com,,Salesforce
11038924,Inactive Investor,Julia Ortiz,,Key Investment Services LLC West Haverstraw NY 3 N Rte 9W,julia_ortiz@keybank.com,,Salesforce
11254642,Inactive Investor,Michael Locke,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
9592078,,Thomas Degn-Petersen,,,tdp197@gmail.com,,List import
10986938,Inactive Investor,Robert Padgett,Senior Regional Leader,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,bobpadgett@primerica.com,,Salesforce
11014247,Inactive Investor,Morgan Golich,,"Osaic Wealth, Inc. Bloomfield Hills MI 300 E Long Lake Rd",,,Salesforce
10832680,Inactive Investor,Andrew Lowry,,"Spartan Capital Securities, LLC",,,Salesforce
11035624,Inactive Investor,Austin Graham,Financial Advisor,Edward Jones Concordia KS 1532 Lincoln St,austin.graham@edwardjones.com,,Salesforce
211230,,Theodore Koutros,Client Partner,The Wall Street Journal,theodore.koutros@wsjbarrons.com,,Organic Search
11238394,Inactive Investor,Zachary Flynn,,Penwood Real Estate Investment Management LLC,zflynn@penwoodre.com,,Salesforce
9623611,,Gerad Jones,,,mr.rutsun42@mukdal.com,,List import
11105347,Inactive Investor,Daniel Stevens,Senior Vice President,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",daniel.stevens@hantzgroup.com,,Salesforce
11013317,Inactive Investor,Wisam Torany,,"U.S. Bancorp Investments, Inc. San Diego CA 11185 E Ocean Air Dr",,,Salesforce
10977583,Inactive Investor,Sandy Chow,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,sandy.chow@jpmorgan.com,,Salesforce
11025488,Inactive Investor,Sarah Staton,,J.P. Morgan Securities LLC Avon CO 82 E Beaver Creek Blvd,,,Salesforce
348898,,Douglas Eickerman,Member,"Kairos Capital Management, Llc",doug@kairoscm.com,425-449-8665,Manual List Upload
11130657,Inactive Investor,Kevin Peters,Complex Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",kevin.r.peters@ampf.com,,Salesforce
10616915,,Tyler Welter,,,welter.tyler@principal.com,,List Import
11031320,Inactive Investor,Amy Ryan,Financial Advisor,Edward Jones Forest City IA 209 N Clark St,amy.ryan@edwardjones.com,,Salesforce
11021992,Inactive Investor,Victoria Buchmann,,J.P. Morgan Securities LLC Arvada CO 7605 W 88th Ave,victoria.buchmann@jpmorgan.com,,Salesforce
9604765,,mehdi ahmadi,,,mehdicrypto1361@gmail.com,,List import
10659650,,Gerardo Sepulveda,,,gerardo.sepulveda@chase.com,,List Import
371104,,Kathleen Phillips,,United States,katemaryphillips@gmail.com,,Salesforce
10993101,Inactive Investor,Steven Ducharme,Financial Professional,PFG Advisors Roswell NM 400 N Pennsylvania Ave,,,Salesforce
11147843,Inactive Investor,Nathaniel Barden,,"Robinhood Financial, LLC Denver CO 2373 15th St",nathaniel.barden@robinhood.com,,Salesforce
233043,, -,,[[Unknown]],lojihe@5sun.net,,Database Upload
11005501,Inactive Investor,David Robertson,,PFS Investments Inc. Bronx NY 2114 Williamsbridge Rd,davidgeorgerobertson@primerica.com,,Salesforce
10775446,Inactive Investor,James McColl,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,james.mccoll@ubs.com,,Salesforce
10798446,Inactive Investor,David Lomas,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,david.r.lomas@citi.com,,Salesforce
11180080,Inactive Investor,Kyle Gardner,Financial Advisor;Registered Principal,LPL Financial LLC Bothell WA 22232 17th Ave SE,kyle.gardner@lpl.com,,Salesforce
10769774,Inactive Investor,Richard Brusky,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",rick.brusky@wellsfargoadvisors.com,,Salesforce
9579875,,Kevin Hines,,,khines@ayco.com,,List import
11174470,Inactive Investor,David Gifford,Financial Advisor,Edward Jones Grand Junction CO 683 Horizon Dr,david.gifford@edwardjones.com,,Salesforce
9639350,,Julie Blackman,,,julie@alphawealthstrategies.com,,List import
11021511,Inactive Investor,Trecy Soto Zazueta,,J.P. Morgan Securities LLC Escondido CA 150 N Centre City Pkwy,trecy.soto-zazueta@jpmorgan.com,,Salesforce
10760941,Inactive Investor,Katherine Carman,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",kathy_carman@ml.com,,Salesforce
10765270,Inactive Investor,Daniel O'Neill,,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",daniel.oneill@wellsfargoadvisors.com,,Salesforce
11093307,Inactive Investor,Jarawn Shackelford,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,jshackelford@primerica.com,,Salesforce
10867527,Inactive Investor,Patrick Prato,Executive Vice President,"Boyd Watterson Asset Management, LLC",pprato@boydwatterson.com,,Salesforce
11014243,Inactive Investor,Brent Harper,Financial Advisor,"VALIC Financial Advisors, Inc. Austin TX 3737 Executive Center Dr",,,Salesforce
9639544,,Cristiano Pietrosanti,,,cristiano.pietrosanti@iccreabi.bcc.it,,List import
10876261,Inactive Investor,Samudra Raychaudhuri,Financial Advisor,Atlas Private Wealth Advisors,sraychaudhuri@atlaspwa.com,,Salesforce
11219081,,Scott Dutcher,,,scott.dutcher@troweprice.com,,Other
9638877,,Nils Henriksson,,,nils.henriksson@tryggliv.seb.se,,List import
9575500,,Dan Russo,,,danrusso1996@gmail.com,,List import
11071024,Inactive Investor,Chad Adams,Financial Advisor,Edward Jones Franklin KY 113 W Cedar St,chad.adams@edwardjones.com,,Salesforce
11123531,Inactive Investor,Christopher Germani,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Morrisville PA 19 S Main St",,,Salesforce
10798366,Inactive Investor,Arthur Sullivan,Financial Advisor,"Wells Fargo Clearing Services, LLC Glastonbury CT 180 Glastonbury Blvd",arthur.b.sullivan@wellsfargoadvisors.com,,Salesforce
9600484,,Michael Long,,,mlong@msouth.com,,List import
10759080,Inactive Investor,Molly Coleman,Team Administrator;Wealth Management Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,molly.coleman@ubs.com,,Salesforce
11079311,Inactive Investor,Clifford Sieber,Financial Advisor,"Ameriprise Financial Services, LLC Huntington NY 7 E Carver St",clifford.sieber@ampf.com,,Salesforce
11036668,Inactive Investor,Austin Vanbree,,J.P. Morgan Securities LLC Ogden UT 1762 E Skyline Dr,austin.vanbree@jpmorgan.com,,Salesforce
11055580,Inactive Investor,Andrej Bradas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",andrej.bradas@tdameritrade.com,,Salesforce
10786694,Inactive Investor,Jessica Miller,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",jesmiller@tiaa.org,,Salesforce
233686,, -,,[[Unknown]],gamarramedical@gmail.com,,
10852339,Inactive Investor,Brenda Archer,Senior Client Associate;Vice President,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",brenda.archer@wellsfargoadvisors.com,,Salesforce
9156893,,Louise McCulloch,,,louise.mcculloch@ms.com,,Web form fillout
9563466,,Ryan Fause,,,rfause@pinnacle-ny.com,,List import
9574025,,Jeffrey Zemito,,,jzemito@massmutual.com,,List import
11232489,Inactive Investor,Gregory Miller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10853955,Inactive Investor,Walter Sedlock,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;President,"Hancock Capital Management, Inc.",wsedlock@thehancockgroup.com,,Salesforce
10804330,Inactive Investor,Kirstin Chmara,,LPL Financial LLC Bluefield WV 3008 E Cumberland Rd,kirstin.chmara@lpl.com,,Salesforce
10975979,Inactive Investor,Carlos Villar,,Citigroup Global Markets Inc. Ossining NY 22 Pleasantville Rd,carlos.villar@citi.com,,Salesforce
9632448,,Michelle Sovereign,,,michellesovereign29@gmail.com,,List import
9568619,,Gavin Hong,,,gavinhong86@gmail.com,,List import
11128639,Inactive Investor,Howard Kaslow,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,howard.kaslow@morganstanley.com,,Salesforce
11169000,Inactive Investor,Greg Gormong,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,greg.gormong@primerica.com,,Salesforce
11158236,Inactive Investor,James Webb,,"Cambridge Investment Research, Inc. Auburn AL 175 E Magnolia Ave",jwebb@cambridgesecure.com,,Salesforce
10943734,Inactive Investor,Judith Rosenthal,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
4857729,,J R,,,joaquin@suazo.es,,Web Form Fillout
11008627,Inactive Investor,Adam Caballero,Financial Advisor,"Ameriprise Financial Services, LLC Milan MI 103 E Main St",adam.caballero@ampf.com,,Salesforce
11221710,,Charles Carnegie,,,ccarnegie@contextfunds.com,,List Import
11023606,Inactive Investor,Jonathan Varga,,J.P. Morgan Securities LLC Deerfield IL 770 Waukegan Rd,,,Salesforce
10914810,Inactive Investor,Octavis Johnson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9577221,,Robert Cullen,,,robbsee@aol.com,,List import
10807731,Inactive Investor,Mitchell Pochter,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",mitch.pochter@rbc.com,,Salesforce
10763183,Inactive Investor,Carol Heil,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",carol_heil@ml.com,,Salesforce
11159335,Inactive Investor,Philip Bland,,J.P. Morgan Securities LLC Jacksonville FL 4990 Town Center Pkwy,philip.bland@jpmorgan.com,,Salesforce
233388,, -,,[[Unknown]],kenpachi.stocks@gmail.com,,
11209119,Inactive Investor,James Torrey,Senior Wealth Manager,"The Watchman Group, Inc.",james@watchmangroup.com,,Salesforce
10614308,,William Murphy,"Financial Advisor, Managing Director",,bill.murphy1@wellsfargoadvisors.com,,List Import
334256,,Neil Scrase,Managing Director,City Financial Investment Company,neil.scrase@cityfinancial.com.hk,'+85239596607,Event
10807307,Inactive Investor,Jay Hitselberger,Financial Advisor,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",jay.hitselberger@raymondjames.com,,Salesforce
9560599,,Kevin Michae,,,michael.flocoatings@gmail.com,,List import
11127036,Inactive Investor,Scott Medeiros,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette LA 900 S College Rd",scott.medeiros@ml.com,,Salesforce
11039642,Inactive Investor,Panagiotis Ermogenous,,Santander Securities LLC Garden City NY 998 Franklin Ave,peter.ermogenous@santanderinvestments.com,,Salesforce
9607582,,Ariel Solomon,,,polop1000@gmail.com,,List import
10863971,Inactive Investor,Dariush Danesh,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",dariush.danesh@prudential.com,,Salesforce
11076829,Inactive Investor,Rance Carlson,,Copper Financial Kansas City MO 1251 NW Briarcliff Pkwy,rcarlson@cacu.com,,Salesforce
9545730,,aoe aoeu,,,oaue@aoue.com,,List import
11068143,Inactive Investor,Travis Heiser,Private Wealth Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",travis.r.heiser@ampf.com,,Salesforce
11177821,Inactive Investor,Pamela Regin,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,pamela.regin@morganstanley.com,,Salesforce
10801863,Inactive Investor,Stephen Adler,Managing Director - Investments,"Raymond James & Associates, Inc. New York NY 320 Park Ave",stephen.adler@raymondjames.com,,Salesforce
192110,,Matthew Powers,Chief Executive Officer & Co-Founder,"Hightower Advisors, Llc",mpowers@hightoweradvisors.com,(214) 720-1171,
241723,,hosein janghorban,,[Unknown],hosein.jan.ghj@gmail.com,,source
11127108,Inactive Investor,Kyle Hendrickson,,Cetera Advisor Networks LLC,,,Salesforce
11132581,Inactive Investor,Dorian Punj,Chief Compliance Officer;Chief Executive Officer;Co-Owner;President,"Ellevity Capital, LLC",dorian.punj@ellevitycapital.com,,Salesforce
9544076,,bibo li,,,libibo8888@126.com,,List import
9558823,,Rodney Ferguson,,,rsferguson@ft.newyorklife.com,,List import
10797522,Inactive Investor,Brian Catanella,Senior Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,brian.catanella@ubs.com,,Salesforce
11116696,Inactive Investor,Anthony Donini,,Cetera Financial Specialists LLC Winter Springs FL 100 Spring Creek Ln,anthony.donini@ceterafs.com,,Salesforce
11192354,Inactive Investor,Michael Tringhese,,PNC Investments Youngstown OH 7401 Market St,michael.tringhese@pnc.com,,Salesforce
10923674,Inactive Investor,Amanda Brotherton-Hubbard,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",amanda.hubbard@truist.com,,Salesforce
9628307,,Ronnie Sherfey,,,aysherintel@icloud.com,,List import
233044,, -,,[[Unknown]],sorylasagesse@gmail.com,,Database Upload
11139991,Inactive Investor,Jerome Evers,Vice President,"Fifth Third Securities, Inc. Middletown OH 915 Elliott Dr",jerry.evers@53.com,,Salesforce
9603231,,Bonnie Grisz,"Managing Director, CCO","Paratus Financial, Inc.",arice@parkcitiesmgmt.com,,List import
11179148,Inactive Investor,Erica Canzona,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,erica.canzona@gs.com,,Salesforce
11044738,Inactive Investor,Steven Wetzel,Financial Consultant,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",steven.wetzel@wellsfargoadvisors.com,,Salesforce
11106592,Inactive Investor,John Hoelscher,,"Raymond James Financial Services, Inc. Alton IL 111 E 4th St",john.hoelscher@raymondjames.com,,Salesforce
9616100,,Aditya Sharma,,,adi143brt@gmail.com,,List import
10806832,Inactive Investor,Katherine Reiley,,"Allstate Financial Services, LLC Killeen TX 1801 Trimmier Rd",katherinereiley@allstate.com,,Salesforce
11066154,Inactive Investor,Kenneth Wang,,"Avantax Investment Services, Inc. Bothell WA 22232 17th Ave SE",,,Salesforce
11234163,Inactive Investor,Igor Yusupov,,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,igor_yusupov@glic.com,,Salesforce
11041574,Inactive Investor,Eric Vincent,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Overland Park KS 11111 W 95th St",eric.vincent2@ml.com,,Salesforce
10941236,Inactive Investor,Michelle Pooran Latorre,,Vanguard Marketing Corporation,michelle_pooran-latorre@vanguard.com,,Salesforce
339317,,John Mozola,Member & CCO,"Windsor Advisory Group, Llc",john@wag-llc.com,614-545-0300,Manual List Upload
11137882,Inactive Investor,Laura Emery,,"FBL Marketing Services, LLC",laura.emery@fblfinancial.com,,Salesforce
9571890,,George Stadler,,,george@hmscm.com,,List import
11037397,Inactive Investor,Lawrence Tantilla,,"Cambridge Investment Research, Inc. Mokena IL 18700 S Wolf Rd",,,Salesforce
230636,, -,,[[Unknown]],joshuadbergerm@gmail.com,,
11179716,Inactive Investor,Carleen Van Strien,,Edward Jones Grand Rapids MI 125 Ottawa Ave NW,,,Salesforce
11005797,Inactive Investor,Katrina Shoemaker,,PFS Investments Inc. Garland TX 2005 Platinum St,kshoemaker@primerica.com,,Salesforce
11190187,Inactive Investor,Kenneth Feiertag,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Stuart FL 309 SE Osceola St,kfeiertag@janney.com,,Salesforce
10998472,Inactive Investor,Aidan Ryan,,Morgan Stanley Baltimore MD 1300 Thames St,aidan.ryan@morganstanley.com,,Salesforce
244491,,Paul Berard,President,Kingsbarn Capital,pberard@kingsbarn.com,203 3649426,Manual List Upload
10951473,Inactive Investor,Ahmed Sourour,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",asourour@financialguide.com,,Salesforce
10928247,Inactive Investor,Kassi Redifer,Office Manager,"Ameriprise Financial Services, LLC Harrisonburg VA 560 Neff Ave",kassi.redifer@ampf.com,,Salesforce
11187873,Inactive Investor,Peter Clinton,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,peter.clinton@jpmorgan.com,,Salesforce
11056544,Inactive Investor,Danielle Cutler,Financial Consultant,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11160796,Inactive Investor,Kevin Snead,Account Vice President;Financial Advisor,UBS Financial Services Inc. New Albany OH 180 Market St,kevin.snead@ubs.com,,Salesforce
10791090,Inactive Investor,Kim Hickey,,J.P. Morgan Securities LLC Sacramento CA 1331 Florin Rd,kim.hickey@jpmorgan.com,,Salesforce
10902245,Inactive Investor,Barbara Hammond,Financial Advisor,Edward Jones Kalamazoo MI 4798 Campus Dr,barbara.hammond@edwardjones.com,,Salesforce
11079620,Inactive Investor,Claire Jackson Stumbras,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",claire.jacksonstumbras@nm.com,,Salesforce
11049015,Inactive Investor,Peter O'Neill,Managing Director,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",peter.oneill@schwab.com,,Salesforce
9633977,,Dro Cephus,,,smitmab@gmail.com,,List import
10961074,Inactive Investor,Courtney Lawrence,,Citigroup Global Markets Inc.,,,Salesforce
10974306,Inactive Investor,Terry Bowser,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10878020,Inactive Investor,Shane Hickey,Financial Consultant Associate,LPL Financial LLC Burlington VT 150 Bank St,shane.hickey@lpl.com,,Salesforce
11187332,Inactive Investor,Thomas Seamans,,LPL Financial LLC Atlanta GA 3250 Riverwood Pkwy SE,thomas.seamans@lpl.com,,Salesforce
10844159,Inactive Investor,Geoff Lanfear,Financial Advisor,LPL Financial LLC Boise ID 1087 W River St,geoff.lanfear@lpl.com,,Salesforce
10594334,,Santo Santo,,,susantopery53@gmail.com,,Web Form Fillout
10843849,Inactive Investor,John Dolan,,LPL Financial LLC Newark DE 220 Continental Dr,jack.dolan@lpl.com,,Salesforce
10861416,Inactive Investor,Nicholas Cheng,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11186571,Inactive Investor,Jacob Saenz,Private Client Banker;Vice President - Investments,J.P. Morgan Securities LLC La Mirada CA 15128 Rosecrans Ave,jacob.g.saenz@jpmorgan.com,,Salesforce
332750,,Joseph Martin,,TBD,joemartinmusic@gmail.com,661-747-7659,
9647845,,Sean Gogola,,,sgogola@cordatuswealth.com,,List import
11165196,Inactive Investor,Kelly Phillippi,,LPL Financial LLC Indianapolis IN 445 S Post Rd,,,Salesforce
222509,,Emiliano Ramirez,,[Unknown],emiliano@pargoinvestment.com,,Direct
9645396,,Hui Shan,,,hui.shan@gs.com,,List import
11158513,Inactive Investor,Kathy Lazo-Pineda,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kathy.lazopineda@tiaa-cref.org,,Salesforce
11205946,Inactive Investor,John Bartram,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,jrbartram@ft.newyorklife.com,,Salesforce
11232975,Inactive Investor,John Smith,,"World Investments, Inc. Plymouth MA 34 Main Street Ext",,,Salesforce
11074909,Inactive Investor,David Stock,Director - Advisor Services,AthenaInvest Advisors LLC,david.stock@athenainvest.com,,Salesforce
11024032,Inactive Investor,Albert Dandrea,,Citigroup Global Markets Inc. Holbrook NY 5801 Sunrise Hwy,albert.dandrea@citigroup.com,,Salesforce
9592715,,Alex Harding,,,2021grayscalecom@gmail.com,,List import
9604141,,BRIAN ABELY,,,brian.abely@fmr.com,,List import
9606259,,Ben Floyd,,,ben.floyd@coinbase.com,,List import
10816103,Inactive Investor,Dominic Defazio,Investment Executive,"Fifth Third Securities, Inc. Island Lake IL 525 Newport Ct",,,Salesforce
9596713,,Sawatchai Chuklin,,,chesawaschai2528@gmail.com,,List import
11169913,Inactive Investor,Russ Schwartz,First Vice President,"Stifel, Nicolaus & Company, Incorporated Hackensack NJ 433 Hackensack Ave",schwartzr@stifel.com,,Salesforce
226656,, -,,[[Unknown]],wmb1115@gmail.com,,Initial Salesforce Import
11092048,Inactive Investor,Zachary Slabotsky,,"Kestra Investment Services, LLC Troy MI 1111 W Long Lake Rd",,,Salesforce
9624586,,sdf dff,,,sdfsf.sdfsdf@sdfsdf.com,,List import
11229091,Inactive Investor,Joseph Campagna,,"Equity Services, Inc. Marlton NJ 1108 Barclay Blvd",,,Salesforce
9591384,,Pamela Landes,,,plandes@svb.com,,List import
9577566,,David Vespoli,,,dvespoli@stratoswealthpartners.com,,List import
10947288,Inactive Investor,Jessica Randhawa,,Sprott Global Resource Investments Ltd Darien CT 320 Post Rd,jrandhawa@sprottglobal.com,,Salesforce
218786,,Szilard Heged?s,,Freelancer,hegedus10@gmail.com,,Direct
10878850,Inactive Investor,Richard Davenport,,Lakeshore Financial Planning Inc.,richard.davenport@lakeshorefinancialplanning.com,,Salesforce
11112300,Inactive Investor,Jack Luby,Senior Director - Investments,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,john.luby@opco.com,,Salesforce
10971560,Inactive Investor,Shanoor Kalyan,,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",,,Salesforce
9592582,,Joseph Callahan,,,jcallahan@callahancincy.com,,List import
11055146,Inactive Investor,Henry Howard,Advisor,Belpointe Asset Management LLC Essex Junction VT Private Residence,henry.howard@belpointeasset.com,,Salesforce
9586177,,Travis Villavicencio,,,travilla360@aim.com,,List import
10756902,Inactive Investor,Noah Westerman,Intern,Morgan Stanley Chicago IL 233 S Wacker Dr,noah.westerman@morganstanley.com,,Salesforce
9578269,,Bill Zanker,,,billzanker@aol.com,,List import
10822959,Inactive Investor,Michael Flanagan,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",michael.n.flanagan@ml.com,,Salesforce
10947696,Inactive Investor,Brendan Mullally,,"Empower Financial Services, Inc",brendan.mullally@empower.com,,Salesforce
10985723,Inactive Investor,Ashley Moore,,J.P. Morgan Securities LLC Pearland TX 11029 Shadow Creek Pkwy,ashley.moore@jpmorgan.com,,Salesforce
11180646,Inactive Investor,Rebecca Noonan,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,rebecca.mitchell@primerica.com,,Salesforce
10974624,Inactive Investor,Michael Rasco,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10807038,Inactive Investor,Curtis Lewis,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,curtis.lewis@fidelity.com,,Salesforce
10968312,Inactive Investor,Amanda Withers,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11018838,Inactive Investor,Thomas Montz,,"Raymond James Financial Services, Inc. Mobile AL 3704 Dauphin St",tom.montz@raymondjames.com,,Salesforce
10818269,Inactive Investor,Ryan Jones,Financial Advisor,Edward Jones Coudersport PA 213 N Main St,ryan.t.jones@edwardjones.com,,Salesforce
9646819,,Schakal Trading,,,schakal.trading@gmx.tm,,List import
11054652,Inactive Investor,Barbara Virany,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,barbara.b.virany@morganstanley.com,,Salesforce
11168243,Inactive Investor,Christopher Gendron,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10404718,,David Krasntuber,,,dkranstuber@yahoo.com,,Web Form Fillout
10903190,Inactive Investor,Mark Logsdon,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Kirkland WA 4000 Carillon Pt,mark.logsdon@morganstanley.com,,Salesforce
10935435,Inactive Investor,Juan Rodriguez,,J.P. Morgan Securities LLC Rancho Cucamonga CA 10598 Baseline Rd,juan.d.rodriguez@chase.com,,Salesforce
10750248,Inactive Investor,Carlos Capacete,,Kovack Securities Inc. San Juan 1590 Ave Ponce de Leon,,,Salesforce
10962612,Inactive Investor,Harris Perlman,Principal,"HSP Capital, LLC",,,Salesforce
9611271,,Richard Taylor,,,rtaylor@savantcapital.com,,List import
10794872,Inactive Investor,Mark Estep,Assistant Vice President,"Navy Federal Investment Services, LLC",mark_estep@navyfederal.org,,Salesforce
10759096,Inactive Investor,Richard Palmer,Managing Director,Morgan Stanley San Francisco CA 555 California St,richard.palmer@morganstanleypwm.com,,Salesforce
11163496,Inactive Investor,Carolina Rose,Financial Advisor,LPL Financial LLC Tustin CA 15332 Newport Ave,carolina.rose@lpl.com,,Salesforce
10843050,Inactive Investor,Adam Swanda,Financial Advisor,LPL Financial LLC New Richmond WI 248 S Knowles Ave,adam.swanda@lpl.com,,Salesforce
10958639,Inactive Investor,Mark Migrino,Vice President,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",mark.migrino@usbank.com,,Salesforce
223863,,DAEHEE KIM,,[Unknown],daehee74@gmail.com,,source
10873627,Inactive Investor,Rachel Halpin,,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",rachel.halpin@ampf.com,,Salesforce
10773606,Inactive Investor,Christopher Noonan,First Vice President;Senior Financial Advisor,Morgan Stanley Springfield IL 3201 W White Oaks Dr,chris.noonan@ml.com,,Salesforce
9595843,,Ason Liang,,,ason2000_ljl@hotmail.com,,List import
10487295,,Myron Bond,Client Associate,UBS Financial Services Inc.,myron.bond@ubs.com,,List Import
10863977,Inactive Investor,Tiffany Barbara,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2321 Rosecrans Ave",,,Salesforce
9595431,,Jul Gó,,,rodajuan18@gmail.com,,List import
10928441,Inactive Investor,Shawn Secody,,Fidelity Brokerage Services LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
9582577,,Brenda Black,,,bblack@legacyip.com,,List import
10787403,Inactive Investor,Roger Morgan,,J.P. Morgan Securities LLC El Paso TX 135 Shadow Mountain Dr,roger.g.morgan@jpmorgan.com,,Salesforce
10935812,Inactive Investor,Ann Mulderig,,"Equitable Advisors, LLC Philadelphia PA 9309 Krewstown Rd",ann.mulderig@equitable.com,,Salesforce
11181085,Inactive Investor,Joseph Marotta,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jmarotta@ft.newyorklife.com,,Salesforce
10862581,Inactive Investor,Frank Paulino,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waldwick NJ 11 Wyckoff Ave",frank.paulino@ml.com,,Salesforce
10781960,Inactive Investor,Tracy Wheeler,,PNC Investments Columbus OH 4661 E Main St,tracy.wheeler@pnc.com,,Salesforce
10809368,Inactive Investor,Glenn Sage,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,glenn.sage@ubs.com,,Salesforce
10695798,,Diane Marzula,,Federated Hermes,diane.marzula@federatedhermes.com,,List Import
11065016,Inactive Investor,Tucker Myers,,"Raymond James Financial Services, Inc. Greeley CO 3459 W 20th St",tucker.myers@raymondjames.com,,Salesforce
10906751,Inactive Investor,Dennis Kuss,,MWA Financial Services Inc. Saint Charles MO Private Residence,dennis.c.kuss@mwarep.org,,Salesforce
9571127,,wind west,,,xizi5119@gmail.com,,List import
11018665,Inactive Investor,Kyle Perisic,Supervisor,"Voya Financial Advisors, Inc. Savage MN Private Residence",,,Salesforce
10974074,Inactive Investor,Rodrigo Huarachi Cruz,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11024363,Inactive Investor,Angelica Barraza-Penuelas,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,angelica.barraza-penuelas.tp0k@statefarm.com,,Salesforce
10879380,Inactive Investor,John Wilbourne,Managing Partner,"Occidental Asset Management, LLC Bellevue WA 35 100th Ave NE",,,Salesforce
10940947,Inactive Investor,Brian Finn,,"MML Investors Services, LLC Warren NJ 184 Liberty Corner Rd",,,Salesforce
156486,,Virginia Anderson,,[Unknown],missieprissie@aol.com,,Direct
11008118,Inactive Investor,Joel Versh,,"Farmers Financial Solutions, LLC Irvine CA 9272 Jeronimo Rd",,,Salesforce
10961576,Inactive Investor,Fred Rhoads,,"Osaic Wealth, Inc. Boise ID 1412 W Idaho St",,,Salesforce
10823634,Inactive Investor,Ronald Voyles,Financial Advisor,Edward Jones Rosenberg TX 24701 Southwest Fwy,ron.voyles@edwardjones.com,,Salesforce
10811794,Inactive Investor,Roland von Winckelmann,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,roland.vonwinckelmann@ubs.com,,Salesforce
10933838,Inactive Investor,Jennifer Heid,,"First Command Brokerage Services, Inc. Oak Brook IL 1900 Spring Rd",jmheid@firstcommand.com,,Salesforce
11074649,Inactive Investor,Victoria Bogner,,AW Securities Lawrence KS 3705 Clinton Pkwy,,,Salesforce
10966401,Inactive Investor,Alexander Jermain,,Cetera Advisor Networks LLC Maitland FL 1750 N Maitland Ave,,,Salesforce
10819020,Inactive Investor,Rodolfo Cooper,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11187278,Inactive Investor,Angela Mende,Senior Registered Associate,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,angela.mende@morganstanley.com,,Salesforce
9623528,,Christian Reguerin,,,cdreguerin@hotmail.com,,List import
9601556,,Charles Madison,,,cmadison@capitalanalysts.com,,List import
11072269,Inactive Investor,Robert Jenkins,Financial Advisor,"Principal Securities, Inc. Roseville CA 1478 Stone Point Dr",jenkins.robert@principal.com,,Salesforce
10619878,,Dawn Keach,,,dawn.keach@parksideinv.com,,List Import
374082,,Emmanuel Godwin,,[Unknown],okenwabeluchukwu@gmail.com,,source
100464,,Lasme Finland-Henrick EDJRO,,Cote d'Ivoire,finland.lasme@hotmail.com,,
10891901,Inactive Investor,Charles Tutt,,"IFP Securities, LLC Edmond OK 869 E 33rd St",,,Salesforce
10942112,Inactive Investor,Lawrence Lwin,,"J.K. Financial Services, Inc. Alhambra CA 118 E Huntington Dr",,,Salesforce
11188306,Inactive Investor,Deborah Kurtzke,,GWN Securities Inc. Cary IL 892 Feinberg Ct,,,Salesforce
10824436,Inactive Investor,William Pickering,,"Concourse Financial Group Securities, Inc. New Smyrna Beach FL 3204 Medici Blvd",william.pickering@concoursefinancial.com,,Salesforce
11181546,Inactive Investor,Brian Suozzi,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",brian.suozzi@wellsfargoadvisors.com,,Salesforce
10867757,Inactive Investor,Allen Broyles,Financial Advisor,LPL Financial LLC Fayetteville AR 300 N College Ave,allen.broyles@lpl.com,,Salesforce
11178343,Inactive Investor,James Hunt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10947971,Inactive Investor,Matthew Hayden,Financial Advisor,"Ameriprise Financial Services, LLC Detroit Lakes MN 1135 Washington Ave",matthew.e.hayden@ampf.com,,Salesforce
9627765,,Matthew Sargeant,,,matt_sargeant@hotmail.com,,List import
10975528,Inactive Investor,Christopher Devincentis,Financial Advisor,LPL Financial LLC Melville NY 555 Broadhollow Rd,christopher.devincentis@lpl.com,,Salesforce
10948291,Inactive Investor,Chuong Dao,,J.P. Morgan Securities LLC Houston TX 12802 Memorial Dr,chuong.dao@jpmorgan.com,,Salesforce
10895904,Inactive Investor,Corbin Wyatt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,corbin.wyatt@fmr.com,,Salesforce
10797950,Inactive Investor,Joshua Shepherd,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",joshua.shepherd@ampf.com,,Salesforce
11118443,Inactive Investor,Emily Blackwell,,Commonwealth Financial Network Lincolnton NC Private Residence,eblackwell@commonwealth.com,,Salesforce
10988605,Inactive Investor,Akop Kara-Simonyan,,Citigroup Global Markets Inc. Granada Hills CA 16800 Devonshire St,jack.karasimonyan@citi.com,,Salesforce
11228772,Inactive Investor,Quinn Wright,,J.P. Morgan Securities LLC Victor NY 7724 State Rte 96,quinn.wright@jpmorgan.com,,Salesforce
10791831,Inactive Investor,James Tanner,Director - Operations,Saratoga Research & Investment Management Seattle WA 10015 Lake City Way NE,jim@saratogarim.com,,Salesforce
342510,,Reiley Crosby,Relationship Manager,"Greenspring Advisors, Llc",reiley.crosby@greenspringadvisors.com,443-564-4600,Manual List Upload
11192834,Inactive Investor,Iris Lavigne,Financial Advisor,"MML Investors Services, LLC Herndon VA Private Residence",ilavigne@financialguide.com,,Salesforce
166142,,Mouaz Samir,,[Unknown],samir.mouaz@gmail.com,,
2670664,,Benjamin Kwan,,,global_fugitive@mac.com,,
11187983,Inactive Investor,Alec Seccafico,,J.P. Morgan Securities LLC New York NY 994 1st Ave,alec.seccafico@jpmorgan.com,,Salesforce
10808483,Inactive Investor,Brian Riordan,Complex Risk Officer;Vice President,Morgan Stanley Boston MA 28 State St,,,Salesforce
10771906,Inactive Investor,Lindsey McIntyre,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",lindsey.e.mcintyre@ml.com,,Salesforce
10974387,Inactive Investor,Mark Anglin,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Senior Partner,"Bales Financial Advisors, Inc",mark@balesfinancialgroup.com,,Salesforce
10970695,Inactive Investor,Sarah Hahn,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1817 Commons North Dr",,,Salesforce
10819192,Inactive Investor,Hank Shieh,,J.P. Morgan Securities LLC Houston TX 9709 Bellaire Blvd,hank.shieh@jpmorgan.com,,Salesforce
10887350,Inactive Investor,Ryan Burras,Financial Advisor,"Ameriprise Financial Services, LLC Decorah IA 903 Commerce Dr",ryan.burras@ampf.com,,Salesforce
10768830,Inactive Investor,John Carroll,Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",jcarroll6@ml.com,,Salesforce
11029827,Inactive Investor,Kenneth Chan,Financial Advisor;Financial Professional,LPL Financial LLC Morganville NJ 49 Georgian Bay Dr,ken.c.chan@lpl.com,,Salesforce
11088142,Inactive Investor,Iwona Hill,Chief Investment Officer,Powerhouse Assets LLC Austin TX Private Residence,iwona@powerhouseassets.com,,Salesforce
11075421,Inactive Investor,Edward Thompson,Chairman;Partner;Portfolio Manager,"Thompson Davis & Co., Inc.",hthompson@thompsondavis.com,,Salesforce
10807400,Inactive Investor,James Hooks,,LPL Financial LLC Rock Hill SC 157 E Main St,,,Salesforce
10992433,Inactive Investor,Christopher Eurich,Associate,William Blair,ceurich@williamblair.com,,Salesforce
11199896,Inactive Investor,Michael Grace,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5565 Glenridge Connector,mike.grace@morganstanley.com,,Salesforce
11290887,Inactive Investor,Angela Miller-May,Chief Investment Officer,Illinois Municipal Retirement Fund,amiller-may@imrf.org,(630)-368-5381,Salesforce
10765329,Inactive Investor,Alexander Meimer,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",alexander.k.meimer@ampf.com,,Salesforce
11055521,Inactive Investor,Nancy Ambrose,Senior Client Associate,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",nancy.ambrose@wellsfargoadvisors.com,,Salesforce
11203970,Inactive Investor,Cody Johnson,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",cody.johnson@nm.com,,Salesforce
11184121,Inactive Investor,Zachary Wright,,"Advanced Advisor Group, LLC Waite Park MN 110 2nd St S",,,Salesforce
9641984,,Griffin Meyer,,,gmeyer@jasperridge.com,,List import
9611682,,Stirling Heath,,,stirling.heath@lplfinancial.com,,List import
10861311,Inactive Investor,Janna Forte,Chief Compliance Officer;Chief Operating Officer,"Barton Investment Management, LLC",,,Salesforce
11006277,Inactive Investor,Riddhi Agarwal,,SECU Brokerage Services Greensboro NC 1030 W Market St,riddhi.agarwal@ncsecu.org,,Salesforce
10983151,Inactive Investor,Earl Jones,,"Pruco Securities, LLC. High Point NC 1301 Eastchester Dr",,,Salesforce
9583702,,Kasey Williams,,,kwilliams@investstrategic.com,,List import
10775073,Inactive Investor,James Adams,Senior Regional Director,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,james.a.adams@morganstanley.com,,Salesforce
10855735,Inactive Investor,David Damm,Chief Executive Officer;Managing Partner;Regulatory Contact,"Carolina Wealth Management, Inc.",,,Salesforce
10797811,Inactive Investor,Mark King,President;Shareholder,"Fulton Investment Advisers, Inc.",,,Salesforce
11139192,Inactive Investor,Daniel Finkle,,"Hornor, Townsend & Kent, LLC Miami FL 2100 Ponce De Leon Blvd",dfinkle@htk.com,,Salesforce
11166138,Inactive Investor,Nathan Wilkes,Financial Advisor,Edward Jones Albuquerque NM 8901 Golf Course Rd NW,nathan.wilkes@edwardjones.com,,Salesforce
10953093,Inactive Investor,Jack Keck,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jack.keck@fmr.com,,Salesforce
10842641,Inactive Investor,Timothy Shields,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",tim.shields@nm.com,,Salesforce
9577420,,CHRISTOPHER SHIVERS,,,vendetta8322319653@protonmail.com,,List import
11040303,Inactive Investor,Michael Mailey,Financial Advisor,LPL Financial LLC Bay Harbor Islands FL Private Residence,mike.mailey@lpl.com,,Salesforce
11064759,Inactive Investor,David O'Hea,,"Kestra Investment Services, LLC Deerfield IL 570 Lake Cook Rd",,,Salesforce
11052654,Inactive Investor,Kimberly Barfknecht,Financial Advisor,LPL Financial LLC Madison WI 25 W Main St,kimberly.barfknecht@lpl.com,,Salesforce
10896977,Inactive Investor,Rebecca Mathis,,"Raymond James Financial Services, Inc. Spartanburg SC 101 W Saint John St",becca.mathis@raymondjames.com,,Salesforce
10949847,Inactive Investor,Gabrielle Vansant,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11023562,Inactive Investor,Jose Chaparro-Rosero,,LPL Financial LLC Manchester CT 1041 Main St,jose.chaparro-rosero@lpl.com,,Salesforce
10618347,,Patrick Crowley,,,pcrowley4@ml.com,,List Import
11143690,Inactive Investor,Aaron Stock,,"Farmers Financial Solutions, LLC Olympia WA 1700 Cooper Point Rd SW",astock@farmersagent.com,,Salesforce
11012992,Inactive Investor,Brandon Cellura,,Cetera Investment Services LLC Ocala FL 10250 SW 86th Cir,,,Salesforce
10983247,Inactive Investor,Robert Herndon,Wealth Advisor,LPL Financial LLC Murfreesboro TN 630 S Church St,robert.herndon@lpl.com,,Salesforce
10966323,Inactive Investor,Cassandra Brooks,,Cetera Financial Specialists LLC Gardendale AL 925 Sharit Ave,,,Salesforce
11148153,Inactive Investor,Alyssa D'Antona,Registered Client Service Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
9549825,,DeAndre Whitehead,,,commissionincorpllc@gmail.com,,List import
9618105,,Greg Bennett,,,greg.bennett@gardacp.com,,List import
10813041,Inactive Investor,Susan Franke,Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Ann Arbor MI 350 S Main St",susan.franke@raymondjames.com,,Salesforce
10841585,Inactive Investor,J.B. Bryan,Chief Compliance Officer;Chief Investment Officer;President,"J. B. Bryan Financial Group, Inc.",jb@jbbryan.com,,Salesforce
10614938,,Michael Leopold,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,michael.a.leopold@morganstanley.com,,List Import
11218848,,Erik Seeney,,,erik.seeney@ubs.com,,Other
10757483,Inactive Investor,Lawrence Holden,Financial Services Professional,"MML Investors Services, LLC Winston Salem NC 100 N Cherry St",lholden@financialguide.com,,Salesforce
10875144,Inactive Investor,Faith Much,Financial Advisor,Edward Jones Valley Center CA 28477 Lizard Rocks Rd,faith.much@edwardjones.com,,Salesforce
10992626,Inactive Investor,Jesse Carrillo,,Lincoln Investment Sugar Land TX 77 Sugar Creek Center Blvd,jcarrillo@lincolninvestment.com,,Salesforce
10975240,Inactive Investor,Jordan Pritchard,,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",jordan.pritchard@prudential.com,,Salesforce
10995865,Inactive Investor,Steven Lysenko,,"TastyTrade, Inc.",,,Salesforce
10842380,Inactive Investor,Steven Sturner,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,"Tempus Wealth Planning, LLC",ssturner@tempuswp.com,,Salesforce
9589782,,Quang Minh,,,minhquangcrt@gmail.com,,List import
9597717,,Juv Mach,,,jjmfx5048@gmail.com,,List import
9542425,,Lorenzo Cascia,,,lorenzocascia@gmail.com,,List import
9577834,,sajad dindar,,,sajaddindar24@gmail.com,,List import
11170638,Inactive Investor,Steven Ambriz,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",steven.ambriz@ml.com,,Salesforce
218830,,John Astudillo,,[Unknown],astudilj@aol.com,,
10890554,Inactive Investor,Alex Ng,,"PHX Financial, Inc.",ang@phoenixinc.com,,Salesforce
10766474,Inactive Investor,Gregg Huberty,Private Wealth Advisor;Vice President,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,gregg.huberty@morganstanley.com,,Salesforce
10963024,Inactive Investor,Donald Butler,Financial Advisor,Edward Jones Saint Charles IL 2580 Foxfield Rd,,,Salesforce
11236507,Inactive Investor,Derek Bailey,Research Coordinator,Commonwealth Financial Services,derek.bailey@cfswv.com,,Salesforce
11034041,Inactive Investor,Lejla Salcin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11017150,Inactive Investor,Devin Paul,Wealth Advisor,EP Wealth Advisors Exton PA 7 Dowlin Forge Rd,dpaul@epwealth.com,,Salesforce
10849413,Inactive Investor,Robert Smith,,"Raymond James Financial Services, Inc. Birmingham AL 1 Metroplex Dr",bob.smith1@raymondjames.com,,Salesforce
9544409,,PETER SO,,,peter.so@pgim.com,,List import
10850416,Inactive Investor,William Hirschler,Financial Advisor,"Voya Financial Advisors, Inc. Leawood KS 5251 W 116th Pl",william.hirschler@voyafa.com,,Salesforce
10972562,Inactive Investor,Preston Breder,,"Raymond James & Associates, Inc.",preston.breder@raymondjames.com,,Salesforce
11207952,Inactive Investor,Nichole McCabe,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",nichole.mccabe@raymondjames.com,,Salesforce
10901563,Inactive Investor,John Papadoulias,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
10795724,Inactive Investor,Emily Graham,Financial Advisor;Senior Vice President,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,emily.rollinsgraham@morganstanley.com,,Salesforce
11005868,Inactive Investor,Lex Singleton,Financial Advisor,Edward Jones Morgantown WV 827 Fairmont Rd,,,Salesforce
350730,,Bethany Novis,Business Consulting Services,Rkl Wealth Management Llc,bnovis@rklcpa.com,717-399-1700,Manual List Upload
248431,,EDISSON DAVID CUTIPA LUCAS,Estudiante,Unmsm,edisson.cutipa@unmsm.edu.pe,,Manual List Upload
10923860,Inactive Investor,Kristen Rudy,Financial Advisor,Edward Jones Lacey WA 4225 Glen Terra Dr SE,kristen.rudy@edwardjones.com,,Salesforce
10878923,Inactive Investor,Homa Adeli,,J.P. Morgan Securities LLC Beverly Hills CA 8500 Wilshire Blvd,homa.adeli@jpmorgan.com,,Salesforce
10615778,,Mary Greene,,,mary.artis@prudential.com,,List Import
11092711,Inactive Investor,Bryan Ulatowski,,"Vanderbilt Securities, LLC Saint Clair MI 302 Thornapple St",bulatowski@vanderbiltsecurities.com,,Salesforce
10836257,Inactive Investor,Robert Mark,,LPL Financial LLC Norwalk CT 83 East Ave,,,Salesforce
9637908,,David McDede,,,david.mcdede@roche.com,,List import
11233398,Inactive Investor,Daniel Kleinschuster,,&Partners Glen Allen VA 4860 Cox Rd,dan.kleinschuster@andpartners.com,,Salesforce
10800747,Inactive Investor,Edward Plotkin,Senior Vice President,"Raymond James & Associates, Inc. Santa Fe NM 125 Lincoln Ave",edward.plotkin@raymondjames.com,,Salesforce
11216981,,Dara Yudd,,,dy@nb.com,,Other
9548782,,Jessica Penovich,,,jessica.penovich@jw-cole.com,,List import
10899642,Inactive Investor,Christopher Madden,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11138215,Inactive Investor,Randall Harris,,LPL Financial LLC Tullahoma TN 1611 N Jackson St,r.harris@lpl.com,,Salesforce
9609735,,Kelly Tucker,,,kelrford6@gmail.com,,List import
11067875,Inactive Investor,Matthew Sumnicht,Co-Founder;Investment Advisor Representative;Managing Partner;Principal,"Bowline Financial, LLC Grosse Pointe Woods MI 20916 Mack Ave",msumnicht@bowlinefinancial.com,,Salesforce
11024754,Inactive Investor,Heather Noe,Premier Banker,"Wells Fargo Clearing Services, LLC La Jolla CA 7714 Girard Ave",noehj@wellsfargo.com,,Salesforce
11084701,Inactive Investor,Thomas Coffin,Financial Advisor,LPL Financial LLC Spokane WA 1120 N Mullan Rd,thomas.coffin@lpl.com,,Salesforce
9563123,,Lori Banks,,,l.banks2@icloud.com,,List import
10791302,Inactive Investor,Natalie Vigunas,,Fidelity Brokerage Services LLC Nanuet NY 2142 Fashion Dr,natalie.kabbabe@fidelity.com,,Salesforce
9550018,,Mark Pederson,,,mpederson@lakewoodlp.com,,List import
10877323,Inactive Investor,Andrew Gans,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Rockcliff Capital, LLC",,,Salesforce
10976008,Inactive Investor,David Nicholson,Private Client Advisor,J.P. Morgan Securities LLC Sioux Falls SD 1808 S Sycamore Ave,david.n.nicholson@jpmorgan.com,,Salesforce
11181139,Inactive Investor,Nelson Frias,,J.P. Morgan Securities LLC Bronx NY 3775 Riverdale Ave,nelson.m.frias@jpmorgan.com,,Salesforce
10810318,Inactive Investor,Lee Taylor,Financial Advisor,Edward Jones Woodland Park CO 400 W Midland Ave,lee.taylor@edwardjones.com,,Salesforce
10906582,Inactive Investor,Mark Van Houten,Private Client Assistant,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,mvanhouten@janney.com,,Salesforce
9544894,,Chak Reddy,,,acreddy@hotmail.com,,List import
10760126,Inactive Investor,David Luna,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_luna@vanguard.com,,Salesforce
11032568,Inactive Investor,Kelly Sisco,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",kelly.sisco@nm.com,,Salesforce
10834475,Inactive Investor,Duane Conklin,Financial Advisor,Edward Jones Manchester TN 1416 McArthur St,duane.conklin@edwardjones.com,,Salesforce
11024510,Inactive Investor,Lawrence Nazarenus,Financial Professional,"CUSO Financial Services, L.P. Littleton CO 5150 S Federal Blvd",lnazarenus@cusonet.com,,Salesforce
11020078,Inactive Investor,Corey Ceniceros,,J.P. Morgan Securities LLC Houston TX 7803 Long Point Rd,corey.ceniceros@jpmorgan.com,,Salesforce
11016936,Inactive Investor,Anthony Fusaro,Financial Advisor,"Ameriprise Financial Services, LLC Huntington NY 7 E Carver St",anthony.fusaro@ampf.com,,Salesforce
10954735,Inactive Investor,Logan Hoivik,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,logan_hoivik@vanguard.com,,Salesforce
11080455,Inactive Investor,Joy Joseph Aseh Nnena,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11035877,Inactive Investor,Heather Tutchton,,LPL Financial LLC Shrewsbury PA 69 E Forrest Ave,heather.tutchton@lpl.com,,Salesforce
11042355,Inactive Investor,Ibrahim Mahmoud,Consultant,"Raymond James & Associates, Inc.",ibrahim.mahmoud@raymondjames.com,,Salesforce
10975475,Inactive Investor,Barbara Napoli,,J.P. Morgan Securities LLC Deer Park NY 615 Grand Blvd,barbara.napoli@jpmorgan.com,,Salesforce
9587159,,Johnathan Brocker,,,john.brocker@legacywealthwisdom.com,,List import
11180587,Inactive Investor,Jamie Smith,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",jamie.smith@truist.com,,Salesforce
11057371,Inactive Investor,Shane Keith,,"Kestra Investment Services, LLC Payson AZ 630 E State Hwy 260",,,Salesforce
10973876,Inactive Investor,Rosanna Mendez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9583619,,Carolyn Teschemacher,Financial Consultant,"Securities America Advisors, Inc.",carolyn.teschemacher@securitiesamerica.com,,List import
10933891,Inactive Investor,Jacob Mayer,Co-Founder;Managing Partner;Regulatory Contact,"Cushing Capital Partners, LLC",,,Salesforce
10820130,Inactive Investor,James Scott,Chief Executive Officer;Managing Member;Principal,"Eagle Wealth Management, LLC",,,Salesforce
10939998,Inactive Investor,Katelyn Graves,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11191840,Inactive Investor,Kendra Swanson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 123 N 7th St",kendra_swanson@ml.com,,Salesforce
11107641,Inactive Investor,Edward Fisher,Chief Compliance Officer;Managing Member;Portfolio Manager,Double Springs Capital LLC,,,Salesforce
9551807,,Chad Johnson,,,chad.johnson29@gmail.com,,List import
10882032,Inactive Investor,Jordan Adler,,Evercore Group L.L.C.,,,Salesforce
10826651,Inactive Investor,Joseph Moyer,,"Kestra Investment Services, LLC Columbus OH 469 Delegate Dr",,,Salesforce
10984860,Inactive Investor,Juan Vanegas,,"Truist Investment Services, Inc. Mesquite TX 1522 Gross Rd",juan.vanegas@truist.com,,Salesforce
9618333,,Paul Gray,,,pgray@orindafunds.com,,List import
9589583,,Cynthia Koury,,,ckoury@cmwealthadvisors.com,,List Import
11107208,Inactive Investor,Jordan Gitlin,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",,,Salesforce
10840295,Inactive Investor,John Wittelsberger,Financial Advisor,"Armstrong, Fleming & Moore, Inc.",jwittelsberger@afmfa.com,,Salesforce
9609730,,Ricardo Kallweit,,,r.kallweit.rk@googlemail.com,,List import
10904432,Inactive Investor,Austin Wingett,Financial Advisor,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",austin.wingett@raymondjames.com,,Salesforce
10783528,Inactive Investor,Carl Montgomery,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",carl.r.montgomery@wellsfargo.com,,Salesforce
11041111,Inactive Investor,Maria Guerrero,,J.P. Morgan Securities LLC Homestead FL 13701 SW 288th St,maria.g.guerrero@chase.com,,Salesforce
10810399,Inactive Investor,Cynthia Gilmore,Senior Vice President,"Raymond James & Associates, Inc. Tampa FL 1101 W Swann Ave",cynthia.gilmore@raymondjames.com,,Salesforce
218348,,Alikhan Xodiev,,[Unknown],ariixpuritii2020@gmail.com,,Organic Search
11168001,Inactive Investor,Amanda Ross,,Fidelity Brokerage Services LLC,amanda.ross@fmr.com,,Salesforce
10779249,Inactive Investor,David Tierney,Client Portfolio Strategist;Managing Director,"Charles Schwab & Co., Inc. Boston MA 1 International Pl",,,Salesforce
11165876,Inactive Investor,John Suarez,,LPL Financial LLC Denver CO 2960 Simms St,john.suarez@lpl.com,,Salesforce
10805027,Inactive Investor,Jeffrey Lewis,,"Truist Investment Services, Inc. Greensboro NC 3318 W Friendly Ave",jeff.lewis@truist.com,,Salesforce
9614238,,Travis Dowle,,,travis@maxamcm.com,,List import
61417,,Elysabeth Dalton-Byrne,,"Synovus Securities, Inc.",bettydalton@synovus.com,,
11090594,Inactive Investor,Mark Langille,,J.P. Morgan Securities LLC Boston MA 160 Federal St,,,Salesforce
10922124,Inactive Investor,Michael Sparks,Financial Advisor;Financial Professional,"MML Investors Services, LLC Melville NY 48 S Service Rd",msparks@financialguide.com,,Salesforce
9626255,,Civan Altay,,,altay.civan@gmail.com,,List import
335900,,Blake Macklin,Chief Financial Officer,"Nesteggs, Inc.",blake@nesteggs.cc,904-348-3131,Manual List Upload
9571199,,Thomas Miller,,,tmiller@massmutual.com,,List import
10779519,Inactive Investor,Taerica Blanding,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",taerica_blanding@ml.com,,Salesforce
11127831,Inactive Investor,Ashley Dunn,Client Service Associate;Registered Operations Leader,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",ashley.furnari@ampf.com,,Salesforce
11023654,Inactive Investor,Kainoa Broad,,"Osaic Wealth, Inc. Kaneohe HI 45-201 Nohonani Pl",,,Salesforce
10839364,Inactive Investor,John Maddison,Head - Financial Planning;Partner,Balentine,jmaddison@balentine.com,,Salesforce
11200872,Inactive Investor,Coyt Nicholson,,"Osaic Wealth, Inc. Baton Rouge LA 10500 Coursey Blvd",,,Salesforce
191254,,Nat Alzate,,[Unknown],nalzate44@gmail.com,,source
10658581,,Dwight Charles,,,dwight.charles@primerica.com,,List Import
10910696,Inactive Investor,Gary Borsch,Chief Executive Officer,"Professional Investment Counsel, Inc",,,Salesforce
11051947,Inactive Investor,Anthony Baeumler,Financial Advisor,"Pruco Securities, LLC. Tonawanda NY 1876 Niagara Falls Blvd",anthony.baeumler@prudential.com,,Salesforce
216744,,azim ahmed,,pbucc,aahmed@pbucc.org,,Event
10950711,Inactive Investor,Kristen Bangs Sullenberger,Financial Advisor,"Wells Fargo Clearing Services, LLC Georgetown TX 4505 Williams Dr",,,Salesforce
11174815,Inactive Investor,Luke Cummings,,Jefferies LLC,lcummings@jefferies.com,,Salesforce
222724,,Wes Dav,,[Unknown],wesley@foxdavidson.co.uk,,
2305488,,Khurshed 6006096346,,,khursheednajar6006096346@gmail.com,,
9551203,,Phong Nguyen,,,phong.nguyen@lfg.com,,List import
10758255,Inactive Investor,Clifford Caplan,,Commonwealth Financial Network Canton MA 960 Turnpike St,ccaplan@commonwealth.com,,Salesforce
10823883,Inactive Investor,Marshall Huddleston,,The AmeriFlex Group Brea CA 3 Pointe Dr,,,Salesforce
11164489,Inactive Investor,John Furjanic,Financial Advisor,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,john.furjanic@thrivent.com,,Salesforce
10854281,Inactive Investor,James Claxton,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,james_claxton@vanguard.com,,Salesforce
10771992,Inactive Investor,Steven Montgomery,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",steven.montgomery@schwab.com,,Salesforce
4795499,,Clayton Benchley,,,clayton.benchley@nydig.com,,Web Form Fillout
9546533,,Robert Elster,,,robert.elster@valic.com,,List import
9584613,,Joseph Rofino,,,jrofino@goodmanadv.com,,List import
11000901,Inactive Investor,Fong Tin Kuo,,J.P. Morgan Securities LLC Astoria NY 2121 Broadway,fong-tin.kuo@jpmorgan.com,,Salesforce
10948839,Inactive Investor,Charisse Porter,Assistant Vice President;Financial Advisor,The Huntington Investment Company Clarksburg WV 230 W Pike St,charisse.porter@huntington.com,,Salesforce
10862932,Inactive Investor,Matthew Turner,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",mturner@wpcapital.com,,Salesforce
11075568,Inactive Investor,Brian Dart,Financial Advisor,GWN Securities Inc. Cranberry Township PA 2009 Mackenzie Way,,,Salesforce
10985368,Inactive Investor,Alex Minard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 1501 Queen Anne Ave N",alex.m.minard@ml.com,,Salesforce
10486574,,Zachary Martin,,Cetera Investment Advisers LLC,zak@martinfinancialgroup.com,,List Import
9638028,,Adam Smith,,,smitha7@ccf.org,,List import
11153558,Inactive Investor,Renee Marquardt,,Evercore Group L.L.C.,,,Salesforce
9646177,,iain deakin,,,iaindeakin@gmail.com,,List import
5091127,,Sri Dhar,,moomoo,shreedharjajoo88@gmail.com, +32468515531,Web form fillout
11158493,Inactive Investor,Alexandria Moore,,SECU Brokerage Services Winston Salem NC 134 S Stratford Rd,alexandria.moore@ncsecu.org,,Salesforce
10786953,Inactive Investor,Joel Kaufman,,J.P. Morgan Securities LLC Paramus NJ 115 W Century Rd,,,Salesforce
10904433,Inactive Investor,Alissa Leno,Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,alissa.leno@ubs.com,,Salesforce
10881460,Inactive Investor,Diane Bedenko,Chief Compliance Officer;Operations Manager,"Jay A. Fishman, Ltd",dbicoll@jaf-ltd.com,,Salesforce
10927742,Inactive Investor,Martha Mckinney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10924083,Inactive Investor,Michael Bufty,,"Lion Street Financial, LLC Morrisville PA 910 Floral Vale Blvd",mbufty@lionstreet.com,,Salesforce
10892581,Inactive Investor,Doug Voss,Chief Compliance Officer;Managing Member;Tax Preparer,VIP Advisors LLC,doug@vip-advisors.com,,Salesforce
9552412,,Anthony Russo,,,arusso@essex.financial,,List import
10826131,Inactive Investor,Bruce Stroup,Investment Advisor Representative,"Osaic Wealth, Inc. San Antonio TX 3522 Paesanos Pkwy",,,Salesforce
9552877,,Adam Simon,,,asimon@massmutual.com,,List import
10603696,,John Orrico,"Chief Investment Officer, Co-Chief Investment Officer, Managing Member, Regulatory Contact","Water Island Capital, LLC",jorrico@wicfunds.com,,List Import
11166032,Inactive Investor,Peter Goffin,,UBS Financial Services Inc. Portland ME 1 City Ctr,peter.a.goffin@ubs.com,,Salesforce
10487250,,Sheila Kaplan,"Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",sheila_kaplan@ml.com,,List Import
11160371,Inactive Investor,Stephanie Nolan,,"Cambridge Investment Research, Inc. Las Vegas NV Private Residence",,,Salesforce
11049240,Inactive Investor,Kathleen Lansing,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",,,Salesforce
10922136,Inactive Investor,Adam Turrell,,"Northwestern Mutual Investment Services, LLC Bradley IL 236 N Industrial Dr",adam.turrell@nm.com,,Salesforce
10992380,Inactive Investor,Martha Jones,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,,,Salesforce
10782607,Inactive Investor,Elizabeth Troutman Lear,Financial Advisor,"Wells Fargo Clearing Services, LLC Tempe AZ 5120 S Lakeshore Dr",elizabeth.troutman-lear@wellsfargo.com,,Salesforce
10886452,Inactive Investor,Terry Pasquale,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",terry.pasquale@valic.com,,Salesforce
10897060,Inactive Investor,Larry Deal,,"Geneos Wealth Management, Inc. York NE 214 W 6th St",,,Salesforce
9642339,,Ralf Beckers,,,beckers.familyoffice@gmx.de,,List import
10877763,Inactive Investor,Nicholas Lonstad,Chief Compliance Officer;Chief Investment Strategist;Director - Research;Principal,"Great Northern Asset Management, LLC",nick@gnam.us,,Salesforce
11039347,Inactive Investor,Ty Smith,Executive Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley Seattle WA 601 Union St,ty.smith@morganstanley.com,,Salesforce
11218562,,Kimberley Siegel,,,kim.siegel@edwardjones.com,,List Import
11209018,Inactive Investor,Mark Walton,Financial Advisor,"CUSO Financial Services, L.P. Clemmons NC 6320 Allegacy Way",,,Salesforce
11109450,Inactive Investor,Nancy McGrory,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",mcgrory.nancy@principal.com,,Salesforce
10776359,Inactive Investor,Roxanne Duennebeil,,Morgan Stanley South Jordan UT 680 W 10000 S,roxanne.duennebeil@morganstanley.com,,Salesforce
11078799,Inactive Investor,Charles Patton,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,charles.patton@fmr.com,,Salesforce
10792092,Inactive Investor,Bryant Saydah,Senior Financial Advisor,"City National Securities, Inc.",bryant.saydah@cnb.com,,Salesforce
10861298,Inactive Investor,Gregory Hovanic,,Stonex Securities Inc. Warren OH 8009 E Market St,gregory.hovanic@saswealth.com,,Salesforce
11177644,Inactive Investor,Richard Rosu-Myles,Executive Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Portland ME 100 Middle St,richard.j.rosumyles@morganstanley.com,,Salesforce
10929693,Inactive Investor,Maureen Kocher,,"Allstate Financial Services, LLC Berwick PA 321 E Front St",maureenkocher@allstate.com,,Salesforce
10857523,Inactive Investor,Philip Merlo,,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,philip.merlo@opco.com,,Salesforce
10975978,Inactive Investor,Jesica Campbell,,Cetera Investment Services LLC Fort Smith AR 602 Garrison Ave,jesica.campbell@ceterais.com,,Salesforce
10858445,Inactive Investor,David Webster,,Purshe Kaplan Sterling Investments Wayne PA 550 E Swedesford Rd,dwebster@pksinvest.com,,Salesforce
11019602,Inactive Investor,Ronald Desbois,Client Advisor;Vice President,"Raymond James & Associates, Inc. Boston MA 1 International Pl",ron.desbois@alexbrown.com,,Salesforce
10995979,Inactive Investor,Raquel Gonzalez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
351653,,Chris Hadeler,Client Relationship Lead,"Buckingham Strategic Partners, Llc",chadeler@bamadvisor.com,314-725-0455,Manual List Upload
11022484,Inactive Investor,Dale Ellwanger,,"Bankers Life Securities, Inc. Lincoln NE 1001 S 70th St",dale.ellwanger@bankerslife.com,,Salesforce
11164057,Inactive Investor,Robert Waldvogel,Financial Advisor,Edward Jones Petoskey MI 2202 Mitchell Park Dr,bob.waldvogel@edwardjones.com,,Salesforce
10756735,Inactive Investor,Mark Ramseth,Client Service Associate,Morgan Stanley Oak Brook IL 2211 York Rd,mark.ramseth@morganstanley.com,,Salesforce
10988544,Inactive Investor,Margaret Drucker,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,,,Salesforce
227760,, -,,[[Unknown]],paulwinniss@gmail.com,,Content
9647169,,Aleksandr Matlak,,,alexandr.matlak@gmail.com,,List import
10874343,Inactive Investor,Sandy Yu,,Cetera Advisor Networks LLC Aurora IL Private Residence,,,Salesforce
10822742,Inactive Investor,Stephen Verwers,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",stephen.verwers@nm.com,,Salesforce
9615298,,Jorge Prado,,,jorgepra888@gmail.com,,List import
11231320,Inactive Investor,Jacob Herot,,Vanguard Marketing Corporation,jacob_herot@vanguard.com,,Salesforce
11024838,Inactive Investor,Joseph Accardo,,"Osaic Wealth, Inc. Beverly Hills CA 8383 Wilshire Blvd",,,Salesforce
10889806,Inactive Investor,Andrew Waldson,,J.P. Morgan Securities LLC Arlington TX 1801 SW Green Oaks Blvd,andrew.waldson@jpmorgan.com,,Salesforce
10912156,Inactive Investor,Lee Dudinsky,,LPL Financial LLC Houston TX 701 N Post Oak Rd,lee.dudinsky@lpl.com,,Salesforce
11099139,Inactive Investor,Ryan Gilmer,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
11073507,Inactive Investor,Angela Collins,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",angela.collins@wellsfargoadvisors.com,,Salesforce
11009523,Inactive Investor,Casey Nuchereno,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",casey.nuchereno@equitable.com,,Salesforce
11222464,,Dennis Jablonoski,,,djablonoski@merceradvisors.com,,List Import
10787191,Inactive Investor,Leah Flick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,leah.flick@fidelity.com,,Salesforce
10829128,Inactive Investor,Edward Knox,Financial Advisor,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",edward.knox@raymondjames.com,,Salesforce
10877059,Inactive Investor,Aaron Talley,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Leland NC 503 Olde Waterford Way",aaron.talley@wfafinet.com,,Salesforce
10868766,Inactive Investor,John Cindia,Financial Advisor,USA Financial Securities LLC Cuyahoga Falls OH 198 Portage Trail Ext W,,,Salesforce
11120059,Inactive Investor,Jill White,Financial Advisor,"Ameriprise Financial Services, LLC Villa Park IL 1 Oakbrook Ter",jill.s.white@ampf.com,,Salesforce
10790128,Inactive Investor,Anthony Wilson,Owner;Vice President,PFS Investments Inc. Sacramento CA 9845 Horn Rd,anthony.wilson@primerica.com,,Salesforce
50513,,Scott Fassett,Associate,Thrivent Investment Management Inc.,scott.fassett@thrivent.com,320-334-2033,
10897740,Inactive Investor,Carl Ozeck,,Vanguard Marketing Corporation,carl_ozeck@vanguard.com,,Salesforce
11011326,Inactive Investor,Brian Parasida,,LPL Financial LLC Coeur D Alene ID 2100 Northwest Blvd,brian.parasida@lpl.com,,Salesforce
10776894,Inactive Investor,Ludinila Pangan,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,ludinila.pangan@jpmorgan.com,,Salesforce
334045,,Brian Fargo,Member,"Capri Capital Partners, Llc",bfargo@capricapital.com,312-573-5300,Manual List Upload
10773215,Inactive Investor,Roland Killcreas,Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Mobile AL 11 N Water St,r.wallace.killcreas@morganstanley.com,,Salesforce
9642147,,Thomas Biddison,,,tom@cornerstoneadvisory.com,,List Import
11081029,Inactive Investor,Bradley Stoler,Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",bradley.j.stoler@ml.com,,Salesforce
10794194,Inactive Investor,Marijean Hansen,Financial Advisor,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,marijean.hansen@lpl.com,,Salesforce
10898849,Inactive Investor,Thomas Phillips,,"Raymond James Financial Services, Inc. Leesburg GA 192 Oakland Pkwy",thomas.phillips@raymondjames.com,,Salesforce
11163250,Inactive Investor,Anita Willert,,LPL Financial LLC Forest City IA 245 E J St,anita.willert@lpl.com,,Salesforce
11017304,Inactive Investor,Jane Shaffer,Director - Business Development,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,janie.shaffer@morganstanley.com,,Salesforce
11229813,Inactive Investor,Kevin Feijo,,Neuberger Berman BD LLC,,,Salesforce
2231724,,Lee Benjamin Alderete,,,lalderete03@gmail.com,,
341544,,Suzanne Brenner,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,suzanne.brenner@bbh.com,212-483-1818,Manual List Upload
11039496,Inactive Investor,Timothy Taylor,,Santander Securities LLC Skillman NJ 1325 US Hwy 206,timothy.taylor@santander.us,,Salesforce
10885928,Inactive Investor,John Mcnichol,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11139342,Inactive Investor,Yarina Montalvo,Senior Vice President,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",yarina.montalvo@raymondjames.com,,Salesforce
11122068,Inactive Investor,Noble Zahairagunn,,Vanguard Marketing Corporation,noble_zahairagunn@vanguard.com,,Salesforce
9621549,,Gustavo Aristizabal,,,garistizabal@winvcounsel.com,,List import
9612067,,Kelvin NG,,,kelvinaudi@gmail.com,,List import
11070838,Inactive Investor,Sarah Swofford,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",sarah.swofford@ml.com,,Salesforce
1848698,Inactive Investor,Tariq Alazraie,,Tariq Alazraie,tariqa@gmail.com,4157972286,
10891836,Inactive Investor,Joseph Santos,,Fidelity Brokerage Services LLC,joseph.santos@fmr.com,,Salesforce
10954345,Inactive Investor,Brian Coll,Financial Advisor;Investment Advisor;Vice President,Folger Nolan Fleming Douglas Incorporated,bcoll@fnfd.com,,Salesforce
9585443,,Alexander Labrunerie,,,alex@labrunerie.com,,List import
11055508,Inactive Investor,Ashkahn Moayedi,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",ashkahn.moayedi@wellsfargoadvisors.com,,Salesforce
11084899,Inactive Investor,Zachariah Ingalls,Senior Client Associate,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",zach.ingalls@rbc.com,,Salesforce
10994332,Inactive Investor,Melissa Cummins,,J.P. Morgan Securities LLC Indianapolis IN 111 Monument Cir,melissa.cummins@chase.com,,Salesforce
349557,,Stephen Grobman,Chief Risk Officer,Lombard Odier Asset Management (usa) Corp,stephen.grobman@lombardodier.com,212-295-6200,Manual List Upload
11029902,Inactive Investor,Shane Grau,,NYLIFE Securities LLC Topeka KS 112 SW 6th Ave,sgrau@ft.newyorklife.com,,Salesforce
10951424,Inactive Investor,Evan Scherer,Private Client Banker,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,evan.scherer@chase.com,,Salesforce
10801655,Inactive Investor,Arya Tabibnia,,Morgan Stanley Austin TX 301 Congress Ave,arya.tabibnia@morganstanley.com,,Salesforce
10786206,Inactive Investor,Jacob Zakor,Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,jacob.zakor@pnc.com,,Salesforce
10874870,Inactive Investor,Tiffany Threadgill,Senior Client Associate,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",,,Salesforce
11171695,Inactive Investor,Michael Brown,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,michael.x2.brown@chase.com,,Salesforce
10780239,Inactive Investor,Matthew Troy,,Jefferies LLC,mtroy@jefferies.com,,Salesforce
11023843,Inactive Investor,Gregory Weaver,,"Osaic Wealth, Inc. Tracy CA Private Residence",,,Salesforce
341548,,Gabriel Schulze,Senior Managing Director Of Sgi Frontier Capital Pte Ltd.,"Cerberus Capital Management, L.p.",gschulze@cerberuscapital.com,212-891-2100,Manual List Upload
9631857,,David Abraham,,,davidabraham_11@hotmail.com,,List import
10816819,Inactive Investor,Mingxin Jin,Assistant Vice President;Associate Director - Portfolio Management,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,mingxin.jin@morganstanley.com,,Salesforce
11064931,Inactive Investor,Jeffrey Bellucci,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",jeffrey.d.bellucci@ampf.com,,Salesforce
10952265,Inactive Investor,Angela Dimmett,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",angela.dimmett@tiaa.org,,Salesforce
9574745,,Alex Cohen,,,acohen@nepc.com,,List import
11024247,Inactive Investor,Luke Widmer,Financial Advisor,Edward Jones Glen Ellyn IL 45 S Park Blvd,luke.widmer@edwardjones.com,,Salesforce
10967284,Inactive Investor,Ryan Bishop,,LPL Financial LLC West Des Moines IA 6600 Westown Pkwy,ryan.bishop@lpl.com,,Salesforce
10820231,Inactive Investor,Devin Lancit,,Janney Montgomery Scott LLC,dlancit@janney.com,,Salesforce
106588,,Walt Eife,Director - Retirement Plans,"Retirement Plan (k)onsulant, LLC",walter.eife@lfg.com,856-216-8444,
9609489,,An Truong,,,chophonghai@gmail.com,,List import
10996770,Inactive Investor,Maureen Sadiq,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",maureen.sadiq@tfaconnect.com,,Salesforce
9621062,,Mark Dabrowski,,,mdwin01@yahoo.com,,List import
11001789,Inactive Investor,Martin Ezelle,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,mezelle@ft.newyorklife.com,,Salesforce
10794418,Inactive Investor,Joel Bodner,Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,joel.bodner@morganstanley.com,,Salesforce
9631173,,Kent Low,,,kentlow88@gmail.com,,List import
10783817,Inactive Investor,Michael Franco,Financial Advisor,LPL Financial LLC Paramus NJ 95 S Paramus Rd,michael.franco@lpl.com,,Salesforce
10506037,,Angela Tarnogorska,Investment Analyst,Investment Analyst,angela.tarnogorska@rehmann.com,248-614-6416,List import
351835,,Glenn Layne,"Senior Vice President, Credit Officer",Pinnacle Wealth Advisors,glenn.layne@pnfp.com,615-743-8271,Manual List Upload
372377,,Viorel Nica,,[Unknown],viorel.nica@capital-group.ro,,source
11217120,,Frank Poli,,,frank.poli@jpmorgan.com,,Other
10932585,Inactive Investor,Aaron Stevens,Financial Advisor,LPL Financial LLC Boynton Beach FL 1200 S Federal Hwy,aaron.stevens@lpl.com,,Salesforce
10907648,Inactive Investor,Jonathan Oyarzabal,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC La Habra CA 441 W Whittier Blvd",jonathan.oyarzabal@wellsfargo.com,,Salesforce
9595747,,Christian Bozorth,,,cbozorth@kgcoal.com,,List import
10790383,Inactive Investor,Bonita Haubert,Regional Vice President,PFS Investments Inc. Canton OH 4445 20th St NW,bonita.haubert@primerica.com,,Salesforce
9565854,,Alan Bose,,,abose@wisdirect.com,,List import
9580861,,Thomas Smyth,,,tsmyth@bridgewateradv.com,,List import
11185154,Inactive Investor,Joshua Gerry,,LPL Financial LLC Wheaton IL Private Residence,josh.gerry@lpl.com,,Salesforce
177687,,Becky Haley,Controller,[Unknown],bhaley@uswbenefitfunds.com, +1 615 315 0280,Database Upload
246205,,Not Provided,,Grayling,katie.conroy@grayling.com,,Manual List Upload
11021103,Inactive Investor,Alexis Gutierrez,,J.P. Morgan Securities LLC Albany OR 231 Ellsworth St SW,,,Salesforce
9618187,,William Patterson,,,billp@2ave.net,,List import
10827113,Inactive Investor,Michael Stockman,,"Cambridge Investment Research, Inc. Houston TX 950 Echo Ln",mike.stockman@cambridgeresource.com,,Salesforce
11046808,Inactive Investor,Alfonso Siravo,Private Client Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",alfonso.j.siravo@citizenssecurities.com,,Salesforce
9582196,,Craig Pastolove,,,craig.pastolove@morganstanleypwm.com,,List import
10914961,Inactive Investor,Shelly Santoni,,"Allstate Financial Services, LLC Elizabethtown PA 126 S Market St",shellysantoni@allstate.com,,Salesforce
11030860,Inactive Investor,Todd Krentz,,"Raymond James Financial Services, Inc. Chesterfield MO 14567 N Outer 40 Rd",todd.krentz@raymondjames.com,,Salesforce
11056236,Inactive Investor,Luke Wagoner,,LPL Financial LLC Seattle WA 319 1st Ave S,luke.wagoner@lpl.com,,Salesforce
10510133,,Audrey Kim,"Investment Analyst, ETF Capital Markets",Fidelity Investments,audrey.kim@fidelity.ca,,List Import
11131955,Inactive Investor,Michele McCarty-Woods,Financial Advisor,"Brokers International Financial Services, LLC. Panora IA 5370 Chimra Rd",mwoods@brokersifs.com,,Salesforce
10908803,Inactive Investor,Bopha Lim,,"Wells Fargo Clearing Services, LLC Fallbrook CA 212 S Main Ave",bopha.lim@wfadvisors.com,,Salesforce
10838796,Inactive Investor,Kathleen Holtan,,PFS Investments Inc. Benson MN 1325 Pacific Ave,kathleen.holtan@primerica.com,,Salesforce
11166884,Inactive Investor,Robert Stephenson,,"Fifth Third Securities, Inc. Rensselaer IN 201 N Van Rensselaer St",robert.stephenson@53.com,,Salesforce
10951805,Inactive Investor,Adriana Aranguren,Associate Banker,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11098950,Inactive Investor,Kimberly Gallimore,,"Raymond James Financial Services, Inc. Huntingdon TN 19510 Main St W",kim.gallimore@raymondjames.com,,Salesforce
10919835,Inactive Investor,Lizbeth Sweney,,State Farm VP Management Corp. Corpus Christi TX 6646 S Staples St,,,Salesforce
9621949,,Ayoola Oluwanusin,,,ayoola@crypcentra.com,,List import
11044396,Inactive Investor,Loren-Dean Mims,Associate;Financial Advisor,Edward Jones Mesquite TX 945 S Bryan Belt Line Rd,,,Salesforce
11025914,Inactive Investor,Christopher Allen,,LPL Financial LLC San Diego CA 4707 Executive Dr,christopher.allen@lpl.com,,Salesforce
10791776,Inactive Investor,Michael Gould,Financial Advisor,"Ameriprise Financial Services, LLC Matawan NJ 14 Cliffwood Ave",michael.r.gould@ampf.com,,Salesforce
10929468,Inactive Investor,John-Ryan Segovia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9589308,,Christopher Hayes,,,chayes@hayesassetmgt.com,,List import
9647234,,Ben Slavin,"Global Head of ETFs, BNY Mellon Asset Servicing",BNY,Ben.Slavin@bnymellon.com,,List import
6640762,,Leite Louren,,,yexiga7810@fsouda.com,,Web Form Fillout
10826367,Inactive Investor,David Lindberg,,"Osaic Wealth, Inc. Minneapolis MN 3033 Excelsior Blvd",,,Salesforce
11127559,Inactive Investor,William Vonder Haar,Financial Advisor,Edward Jones Saint Louis MO 9785 Mackenzie Rd,bill.vonderhaar@edwardjones.com,,Salesforce
10613720,,Anthony Pirro,Financial Advisor,,apirro@moneyconcepts.com,,List Import
11051658,Inactive Investor,Michael Goldfeder,Wealth Advisor,Prospect Financial Services LLC,,,Salesforce
11199166,Inactive Investor,Joseph Biondo,Chief Executive Officer;Chief Investment Officer;Manager;Member;Portfolio Manager,Biondo Investment Advisors LLC,jpbiondo@thebiondogroup.com,,Salesforce
11047426,Inactive Investor,Michael Johnson,Financial Advisor,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,,,Salesforce
10900525,Inactive Investor,Anna Rodisel,Senior Client Service Associate,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,anna.rodisel@ubs.com,,Salesforce
11003220,Inactive Investor,Anita Molacek,Regional Leader,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,amolacek@primerica.com,,Salesforce
11089759,Inactive Investor,Alexander Quint,Chief Compliance Officer;Chief Executive Officer;President,Quint Capital Corporation,,,Salesforce
10978964,Inactive Investor,David Kim,,"Raymond James & Associates, Inc. Los Angeles CA 10250 Constellation Blvd",david.kim@raymondjames.com,,Salesforce
10807705,Inactive Investor,Dennis Schwartz,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",dennis.schwartz@raymondjames.com,,Salesforce
11255521,Inactive Investor,Jacob Allred,Financial Advisor,Ignite Planners LLC South Jordan UT 10813 S River Front Pkwy,,,Salesforce
9550336,,Yury Rojek,,,yrojek@gmail.com,,List import
10846047,Inactive Investor,Jeremy Baron,Financial Advisor,"Wells Fargo Clearing Services, LLC Dover DE 100 N Dupont Hwy",jeremy.baron@wellsfargoadvisors.com,,Salesforce
11037070,Inactive Investor,Rebecca Novin-Cannon,Financial Advisor,Park Avenue Securities LLC Montville NJ 170 Changebridge Rd,rebecca_novin-cannon@glic.com,,Salesforce
10792797,Inactive Investor,Christine Lewis,,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",christine.lewis@wellsfargo.com,,Salesforce
10791588,Inactive Investor,Jesse Mares,Senior Client Associate,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",jesse.mares@wellsfargoadvisors.com,,Salesforce
231606,, -,,[[Unknown]],kmcd873@gmail.com,,
11042033,Inactive Investor,Harrison Clement,,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",harrison.clement@wellsfargoadvisors.com,,Salesforce
9625680,,Grant Hartman,,,hartman.grant@gmail.com,,List import
9579150,,Bartholomew McGloin,,,bmcgloin@dopkins.com,,List import
11130790,Inactive Investor,Mary Blanton,,Cetera Advisors LLC Liberty MO 1135 W Kansas St,,,Salesforce
9613192,,Christian Cummings,,,ccummings@ventasreit.com,,List import
10812375,Inactive Investor,Ralph Jones,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,ralph.jones@opco.com,,Salesforce
11211068,Inactive Investor,Alexander Kirk,,"Signature Estate Securities, Inc.",,,Salesforce
11059537,Inactive Investor,Ian Finch,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,ian.finch@jpmorgan.com,,Salesforce
10486711,,Michael Goethals,Financial Advisor,Edward Jones,ftgo@sbcglobal.net,,List Import
9599007,,Ethan Eden,,,eeden@diastole.biz,,List import
9559783,,Stephanie Sather,,,ssather@bamadvisor.com,,List import
11082028,Inactive Investor,Nathan Gendelman,Director - Investments;President;Vice President,"The Family Firm, Inc.",ngendelman@familyfirm.com,,Salesforce
219843,,Andrew Flamm,,[Unknown],andrewjflamm@gmail.com,,
9630672,,Alex Cameron,,,a.cameron@business.uq.edu.au,,List import
11049258,Inactive Investor,Dan Cunningham,,"Wells Fargo Advisors Financial Network, LLC Charleston IL 6009 Park",dan.cunningham@wfadvisors.com,,Salesforce
10969882,Inactive Investor,Brandon Ford,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11042287,Inactive Investor,Terrence Ryan,,J.P. Morgan Securities LLC Clifton NJ 963 Van Houten Ave,terrence.p.ryan@jpmorgan.com,,Salesforce
10781183,Inactive Investor,John Quinlan,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Pittsburgh PA 1600 Washington Rd",,,Salesforce
208924,,Evan Irish,,[Unknown],evan.irish@yahoo.com,,Content
11209533,Inactive Investor,Aaron Larson,Financial Advisor,Edward Jones Ontario OR 1153 SW 4th Ave,aaron.larson@edwardjones.com,,Salesforce
10808321,Inactive Investor,Bradley Dorman,Chief Executive Officer;Managing Partner;Regulatory Contact,"WhaleRock Point Partners, LLC",bdorman@wrpoint.com,,Salesforce
248480,,Kenneth Kok,Investment Analyst,TWO Family Office Pte Ltd,kenneth@twofo.org,,Manual List Upload
10774762,Inactive Investor,David Masterman,,United Planners' Financial Services of America A Limited Partner Skowhegan ME 116 Main St,dcmasterman@unitedplanners.com,,Salesforce
11162104,Inactive Investor,Lowell Dever,,LPL Financial LLC Lacombe LA Private Residence,,,Salesforce
10887647,Inactive Investor,Julia Nurques,,"Osaic Institutions, Inc. Miami FL 2875 NE 191st St",,,Salesforce
9625290,,John Seebart,,,jseebart@pobox.com,,List import
11172175,Inactive Investor,Veanna Gales,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9603951,,DOUGLAS BORTHWICK,,,douglas.borthwick@inx.co,,List import
232831,, -,,[Unknown],tralin17@gmail.com,,Organic Search
11184739,Inactive Investor,Jill Vanede,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,jill.vanede.mtyw@statefarm.com,,Salesforce
11156437,Inactive Investor,Hector Martinez,,J.P. Morgan Securities LLC Council Bluffs IA 1732 Madison Ave,,,Salesforce
11152605,Inactive Investor,Nolan Page,,J.P. Morgan Securities LLC Oxford MI 860 N Lapeer Rd,nolan.r.page@chase.com,,Salesforce
10991625,Inactive Investor,Brett Skogstad,Senior Financial Advisor,"Capstone Wealth Advisors, LLC Silverdale WA 9615 Levin Rd NW",brett@capstonewealthadvisors.com,,Salesforce
350959,,Donna Reed,Settlement Specialist,"Banes Capital Management, Llc",dreed@banescapital.com,901-261-5900,Manual List Upload
11122739,Inactive Investor,Richard Johnson,,"Independent Financial Group, LLC Irvine CA 9911 Irvine Center Dr",rjohnson@ifgrr.com,,Salesforce
9645093,,Anthony Khamsei,,,anthony.khamsei@gmail.com,,List import
9592025,,Patrick Hayes,,,hayes.patrick1@gmail.com,,List import
10926885,Inactive Investor,Kelsey Bunner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11160101,Inactive Investor,Karl Pupke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",karl_h_pupke@ml.com,,Salesforce
10779421,Inactive Investor,Heather Rutledge,,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",heather.rutledge@rbc.com,,Salesforce
11155578,Inactive Investor,Brenda Rafferty,,Kovack Securities Inc. Lone Tree CO 9360 Teddy Ln,brenda@kovacksecurities.com,,Salesforce
11056846,Inactive Investor,Jason Robinson,,"MML Investors Services, LLC Tucson AZ 5255 E Williams Cir",jasontrobinson@financialguide.com,,Salesforce
11012001,Inactive Investor,Sierra Davidson,,PFS Investments Inc. Simi Valley CA 2259 Ward Ave,sdavidson@primerica.com,,Salesforce
10905920,Inactive Investor,Robin Karpan,Financial Advisor,Edward Jones Wood River IL 1812 Vaughn Rd,robin.karpan@edwardjones.com,,Salesforce
10945739,Inactive Investor,Cathleen Fournier,,"Allstate Financial Services, LLC Clinton NY 86 Meadow St",cathleenfournier@allstate.com,,Salesforce
10800778,Inactive Investor,Natalie Broderick,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Manhattan Beach CA Private Residence",natalie.broderick@wellsfargoadvisors.com,,Salesforce
11163335,Inactive Investor,Scott Sumner,,LPL Financial LLC Rochester MI 730 S Rochester Rd,,,Salesforce
10864279,Inactive Investor,Robert Star,,"IBN Financial Services, Inc. Bluffton SC 29 Plantation Park Dr",rstar@ibrokernet.com,,Salesforce
9629118,,Jane Rynne,,,janerynne@hotmail.com,,List import
10914858,Inactive Investor,Will Ciolino,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10855732,Inactive Investor,Randall Tarter,Financial Advisor,LPL Financial LLC Avon IN 7607 E US Hwy 36,randall.tarter@lpl.com,,Salesforce
10811805,Inactive Investor,Brenda Kwiatkowski,,Morgan Stanley Chicago IL 227 W Monroe St,brenda.kwiatkowski@morganstanley.com,,Salesforce
10822603,Inactive Investor,Craig Dean,,"Kestra Investment Services, LLC Midlothian VA 1173 Jefferson Green Cir",craig@kestrafinancial.com,,Salesforce
11066533,Inactive Investor,Michael Hytrek,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11037969,Inactive Investor,Trevor Allen,,State Farm VP Management Corp. San Marcos CA 14 Creekside Dr,,,Salesforce
10839398,Inactive Investor,Devon Graham,,"Hennion & Walsh, Inc.",dgraham@hennionandwalsh.com,,Salesforce
11007326,Inactive Investor,Tiffany Roberts,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",tiffany.roberts@nm.com,,Salesforce
336569,,Joe Rasmussen,"Vice President, Regional Director","Angel Oak Capital Advisors, Llc",joseph.rasmussen@angeloakfunds.com,404-953-4900,Manual List Upload
10930553,Inactive Investor,Karen Boggs,,LPL Financial LLC Vero Beach FL Private Residence,karen.boggs@lpl.com,,Salesforce
9642072,,Amelia Brown,,,ameliabrownabs1@gmail.com,,List import
11073157,Inactive Investor,Patrick Campbell,Chief Compliance Officer;Managing Partner,Midwestern Financial Group,pcampbell@midwesternfinancial.com,,Salesforce
10934769,Inactive Investor,Shawn McLafferty,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",shawnmclafferty@northwesternmutual.com,,Salesforce
10845026,Inactive Investor,Bryan Farrell,Financial Advisor,Edward Jones Chicago IL 10930 S Western Ave,bryan.farrell@edwardjones.com,,Salesforce
10856398,Inactive Investor,James Morgan,Chief Compliance Officer;Financial Planner;Managing Member;Portfolio Manager,"James Morgan Asset Management, LLC",,,Salesforce
194567,,WEI GU,,[Unknown],rick.gu.wei@gmail.com,,source
10790183,Inactive Investor,Rodney Fowler,Financial Advisor,LPL Financial LLC Cleburne TX 214 N Ridgeway Dr,rodney.fowler@lpl.com,,Salesforce
10929959,Inactive Investor,Jonathan Zimpleman,,Cetera Advisors LLC Sumter SC 242 Broad St,,,Salesforce
9577862,,Susan Hunter,,,susan.hunter@fidelity.com,,List import
10647810,,Ted Devoe,,,robert@millenniumportfolioadvisors.com,,List Import
10922025,Inactive Investor,Trent Dailey,Member,Cratero Capital LLC,,,Salesforce
9610365,,Renaldo Arrindell,,,rarrindell@protonmail.com,,List import
10800928,Inactive Investor,Robert Sechan,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
9614196,,Christian Anthony,,,christian.anthony@paml.ca,,List import
10648316,,Nathan Smith,,,nathan.smith@fmr.com,,List Import
10758140,Inactive Investor,Debora Rall,Account Executive,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,drall@janney.com,,Salesforce
9619206,,John E,,,je48603@yahoo.com,,List import
10848341,Inactive Investor,Cora Peavie,,LPL Financial LLC Jackson MS 248 E Capitol St,cora.peavie@lpl.com,,Salesforce
11051478,Inactive Investor,Cameron Nelson,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cloquet MN 1403 Avenue C",cameron.nelson@wellsfargo.com,,Salesforce
9642394,,Anish Dubey,,,anisdube@gmail.com,,List import
11221481,,Cornelius Evans,,,cornelius_evans@troweprice.com,,List Import
11031624,Inactive Investor,Jason Pott,Financial Advisor,WealthPLAN Partners Westminster CO 8778 Wolff Ct,jason.pott@wealthplan.partners,,Salesforce
11180788,Inactive Investor,Daniel Grampp,Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",daniel.l.grampp@wellsfargo.com,,Salesforce
11060515,Inactive Investor,Michael Pascucci,Financial Advisor,Edward Jones Burlington WI 103 N Dodge St,michael.pascucci@edwardjones.com,,Salesforce
10646922,,John Cavaliere,,,john.cavaliere@lpl.com,,List Import
11193897,Inactive Investor,Benjamin Cotter,,Morgan Stanley Hauppauge NY 888 Veterans Hwy,,,Salesforce
10657381,,David DeSantiago,,,david.desantiago@countryfinancial.com,,List Import
9593890,,Nicholas Lawler,,,nl@foxhavencapital.com,,List import
11018686,Inactive Investor,Logan Simoni,Financial Advisor Assistant,"Prospera Financial Services, Inc. Eureka CA 527 D St",logan.simoni@prosperafinancial.com,,Salesforce
11044017,Inactive Investor,Michael Jones,Chief Compliance Officer;Chief Operating Officer,Oak Lane Advisors,scott.jones@wealthnavigation.com,,Salesforce
11130423,Inactive Investor,Brandon Frank,,"Empower Financial Services, Inc",brandon.frank@empower.com,,Salesforce
11011089,Inactive Investor,Emily Hansen,,"W&S Brokerage Services, Inc. Asheville NC 1200 Ridgefield Blvd",,,Salesforce
9588841,,Brandon Harrold,,,brandon.m.harrold@gmail.com,,List import
10788084,Inactive Investor,Stephen Baird,Chief Compliance Officer,Jemma Financial Services,sbaird@jemmafinancial.com,,Salesforce
10832424,Inactive Investor,Brice Falkner,,Cetera Advisors LLC Trussville AL 204 Main St,,,Salesforce
10883501,Inactive Investor,Kerry Mcgauran,Registered Client Associate,Stephens Dallas TX 200 300 Crescent Ct,kmcgauran@stephens.com,,Salesforce
11165204,Inactive Investor,Laura Nilius,Financial Advisor,LPL Financial LLC West Des Moines IA 4201 Westown Pkwy,laura.nilius@lpl.com,,Salesforce
10987250,Inactive Investor,Raymond Wan,,"Signature Estate Securities, Inc.",,,Salesforce
10901395,Inactive Investor,Andrew Coats,Financial Advisor,Edward Jones Fairfax VA 2751 Prosperity Ave,andrew.coats@edwardjones.com,,Salesforce
66403,,Karen Suttman,Financial Consultant,Thrivent Investment Management Inc.,karen.suttman@thrivent.com,440-487-6999,
10854491,Inactive Investor,Alejandro Cebrian,,J.P. Morgan Securities LLC Sayville NY 131 Main St,alex.cebrian@jpmorgan.com,,Salesforce
10763753,Inactive Investor,Nora Simonian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
8739277,,Miranda Hurst,,,fypyjyd@mailinator.com,,Web Form Fillout
11103919,Inactive Investor,Joseph Malhas,Chief Compliance Officer;Principal,NinePointTwo Capital LLC,joseph.malhas@ninepointtwo.com,,Salesforce
11196586,Inactive Investor,Pearse Hobson,,Grant Williams L.P.,,,Salesforce
10767008,Inactive Investor,Terrence Andrysiak,Branch Manager;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Fenton MI 102 W Silver Lake Rd",terrence.andrysiak@raymondjames.com,,Salesforce
10945112,Inactive Investor,Melissa Imbrogno,Chief Compliance Officer;Chief Operating Officer;Partner,RAI Wealth,melissa@raiwealth.com,,Salesforce
10896341,Inactive Investor,Jon Hunt,,"MML Investors Services, LLC Birmingham AL 3500 Colonnade Pkwy",,,Salesforce
9560153,,daylan leibel,,,daylan.cml@gmail.com,,List import
10897730,Inactive Investor,Brittney Butler,Director;Portfolio Manager,J.P. Morgan Securities LLC Fort Worth TX 4701 Bryant Irvin Rd,brittney.butler@jpmorgan.com,,Salesforce
11211555,Inactive Investor,Siwei Wang,,Goldman Sachs & Co.,,,Salesforce
11087299,Inactive Investor,John Becker,Financial Advisor,"Pruco Securities, LLC. Melbourne FL 4760 N US Hwy 1",john.becker@prudential.com,,Salesforce
10754684,Inactive Investor,Judith Gordon,,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,judith.gordon@opco.com,,Salesforce
6626154,,Marlene D Shelton Marlene D Shelton,,,gojoba2322@ezgiant.com,,Web Form Fillout
11040776,Inactive Investor,Catherine Thabiti,,PFS Investments Inc. Fort Lauderdale FL 7491 W Oakland Park Blvd,cthabiti@primerica.com,,Salesforce
10761140,Inactive Investor,Michael Taylor,Associate Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",michael.taylor@wellsfargoadvisors.com,,Salesforce
10830624,Inactive Investor,William Keel,Financial Advisor,"Osaic Wealth, Inc. Katy TX 800 Avenue C",wkeel@royalaa.com,,Salesforce
10971252,Inactive Investor,Christopher Yee,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11048559,Inactive Investor,Todd Browning,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,todd.browning.m15u@statefarm.com,,Salesforce
11210573,Inactive Investor,Margaret Perry,,"Northwestern Mutual Investment Services, LLC Quincy IL 936 Broadway St",peggy.perry@nm.com,,Salesforce
10612850,,Donald Bertucci,"Financial Advisor, Franchise Owner",,donald.x.bertucci@ampf.com,,List Import
11178669,Inactive Investor,Daniel Greenwood,,"American Portfolios Financial Services, Inc. Fairfield NJ 271 US Hwy 46",dgreenwood@americanportfolios.com,,Salesforce
237586,, -,,[[Unknown]],anthonyfonzo@hotmail.com,,
10914000,Inactive Investor,Matthew Dolan,,"Raymond James Financial Services, Inc. Lafayette CO 806 S Public Rd",matthew.dolan@raymondjames.com,,Salesforce
11072237,Inactive Investor,Aurelio Picciuca,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11001772,Inactive Investor,Andrew Karczewski,Private Client Advisor,J.P. Morgan Securities LLC Tucson AZ 6960 E Sunrise Dr,andrew.karczewski@jpmorgan.com,,Salesforce
11015177,Inactive Investor,Matthew Fitzgerald,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
10986091,Inactive Investor,Candace Mills,Financial Advisor,"Osaic Wealth, Inc. Kansas City MO 10133 N Lane Dr",,,Salesforce
4504338,,Shanker Damodaran,,,shanker@globalchamber.org,,Web Form Fillout
9604261,,Benjamin Tan,,,tanwwbenjamin@gmail.com,,List import
10932329,Inactive Investor,Hannah Behnkendorf,,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
10494271,,Stuart Greenfield,"Managing Member, Partner, Regulatory Contact","Greenfield Seitz Capital Management, LLC",greensteve25@gmail.com,,List Import
10868874,Inactive Investor,Johnathan Rankin,,"Sanctuary Securities, Inc. Dallas TX 8140 Walnut Hill Ln",jrankin@sanctuarywealth.com,,Salesforce
10658898,,Christopher Kerstin,,,chris.kerstin@nm.com,,List Import
9575411,,Francisco Barrios,,,franciscobarrios.lp@gmail.com,,List import
10606082,,Donald MacKinnon,Portfolio Manager,Sound Point Commercial Real Estate Finance LLC,dmackinnon@soundpointcap.com,212-895-2280,List Import
10954347,Inactive Investor,Steven Markel,,"Osaic Wealth, Inc. Buford GA 1400 Buford Hwy",,,Salesforce
11109286,Inactive Investor,Melquan Fair,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
206818,,FREDERICO NOGUEIRA,,[Unknown],nogueirafred@hotmail.com,,Organic Search
10907674,Inactive Investor,Paul Broomell,Advisor,"MML Investors Services, LLC Lancaster PA 114 Foxshire Dr",pbroomell@financialguide.com,,Salesforce
11012201,Inactive Investor,Alexander Gross,Financial Planning Specialist,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",alexander.gross@ampf.com,,Salesforce
10830480,Inactive Investor,Debra Hall,Financial Advisor,Edward Jones Elkhart IN 1001 Pkwy Ave,deb.hall@edwardjones.com,,Salesforce
11159909,Inactive Investor,Emily Millanes,Chief Compliance Officer;Partner,Sterling Advisor Group,,,Salesforce
11026382,Inactive Investor,David Nardelli,,"Bankers Life Securities, Inc. Denver CO 3401 Quebec St",david.nardelli@bankerslife.com,,Salesforce
11186391,Inactive Investor,Kevin Samuelson,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",kevin.samuelson@nm.com,,Salesforce
11101299,Inactive Investor,Timothy Strait,,"Capitol Securities Management, Inc. Reston VA 12100 Sunset Hills Rd",tstrait@capitolsecurities.com,,Salesforce
11073461,Inactive Investor,Anthony Gaines,Financial Advisor,"Wells Fargo Clearing Services, LLC Tupelo MS 499 Gloster Creek Vlg",tony.gaines@wellsfargoadvisors.com,,Salesforce
10978226,Inactive Investor,Richard Ruggieri,,"Navy Federal Investment Services, LLC Silverdale WA 3340 NW Randall Way",richard_ruggieri@navyfederal.org,,Salesforce
11041189,Inactive Investor,Damon Basco,,"Cambridge Investment Research, Inc. Orlando FL 4767 New Broad St",,,Salesforce
10958524,Inactive Investor,William McAdams,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",william.mcadams@ml.com,,Salesforce
11240090,Inactive Investor,Jack Buzzita,"VP, Portfolio Manager, Asset Management",Macatawa Bank,jbuzzitta@macatawabank.com,(616) 494-1418,Salesforce
10910958,Inactive Investor,Iyanti Roberts,,Citigroup Global Markets Inc.,,,Salesforce
9617073,,Bob kIn,,,1326361699@qq.com,,List import
11231036,Inactive Investor,Isaac Mendoza,,LPL Financial LLC Tucson AZ 1647 N Swan Rd,,,Salesforce
10802616,Inactive Investor,Adam Kearney,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Ormond Beach FL 285 Clyde Morris Blvd,adam.kearney@morganstanley.com,,Salesforce
10905000,Inactive Investor,Daniel Mandel,Senior Vice President,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
9549676,,Trevor Cole,,,trevor@ctawealthadvisors.com,,List import
9561372,,Tracy Ruddle,,,tracy.ruddle@frontierwealth.com,,List import
9617105,,Steven Boyd,,,sboyd@cambercapital.com,,List import
10779532,Inactive Investor,Bradley Cohen,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",bradley.cohen@ml.com,,Salesforce
10772604,Inactive Investor,Damon Stewart,Executive Director;Family Wealth Director;Financial Advisor,Morgan Stanley Melville NY 58 S Service Rd,damon.c.stewart@morganstanley.com,,Salesforce
10843763,Inactive Investor,Evan Guido,,"Avantax Investment Services, Inc. Sarasota FL 6260 Lake Osprey Dr",evan.guido@avantax.com,,Salesforce
10796757,Inactive Investor,Tracy Clotiaux,Financial Advisor,Edward Jones Jasper TX 805 S Wheeler St,reagan.clotiaux@edwardjones.com,,Salesforce
52141,,Claude Leveille,"Managing Member, Chief Compliance Officer",Courant Investment Management Llc,claude.leveille@gmail.com,512-774-5042,Manual List Upload
1003457,Inactive Investor,Ned Ginty,,Goldman Sachs,edward.ginty@gs.com,,3rd Party Lead Gen
10960432,Inactive Investor,Daniel Rivet,Wealth Management Advisor,"The Foundry Financial Group, Inc.",drivet@foundryadvisors.com,,Salesforce
10888498,Inactive Investor,Scott McKeever,Investment Advisor Representative,"Equity Services, Inc. Lake in the Hills IL 9201 S IL Rte 31",smckeever@nationallife.com,,Salesforce
11184371,Inactive Investor,Laura D'Alessio,Financial Professional;Financial Services Representative,"MML Investors Services, LLC Palm Coast FL Private Residence",ledalessio@financialguide.com,,Salesforce
11093044,Inactive Investor,Paul-Philip Duffy,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,paul.duffy.p6i5@statefarm.com,,Salesforce
11201790,Inactive Investor,Leslie Hurwitz,Financial Advisor,LPL Financial LLC Santa Clara CA Private Residence,leslie.hurwitz@lpl.com,,Salesforce
7536285,,Darlene Smith,,,vemohit179@fectode.com,,Web Form Fillout
11092223,Inactive Investor,Parker Black,,"RBC Capital Markets, LLC",,,Salesforce
11104281,Inactive Investor,Joseph Fiorile,Chief Compliance Officer;Founder;Managing Member;Managing Principal;Member,"Fiorile & Associates, LLC",joseph@fiorilecpa.com,,Salesforce
11125204,Inactive Investor,Jennifer Leaf,,Fidelity Brokerage Services LLC Hillsborough NC Private Residence,,,Salesforce
10487840,,Robert Hays,Vice President,"Raymond James Financial Services Advisors, Inc",robert.hays@raymondjames.com,,List Import
10758300,Inactive Investor,Daniel Prisciotta,Financial Planner,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",dan.prisciotta@lfg.com,,Salesforce
339710,,John Palmer,Co-managing Member,"Pl Capital Advisors, Llc",jpalmer@plcapitalllc.com,239-777-0187,Manual List Upload
11139653,Inactive Investor,Nico Santaniello,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Springfield MA 1414 Main St",nico.santaniello@ampf.com,,Salesforce
10906131,Inactive Investor,Jose Fernandez,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Managing Partner,Fitzroy Investment Advisors LLC Miami FL 1111 Brickell Ave,,,Salesforce
9640706,,Dorian Schneidman,,,dorianls@aol.com,,List import
145269,,Besim Bulent Bali,,[Unknown],bulentbali@gmail.com,,source
164085,,Phil McKrackin,,[Unknown],e29bdd7a@opayq.com,,Direct
10893831,Inactive Investor,Payton Mclachlan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10972545,Inactive Investor,Samuel Disette,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,sdisette@commonwealth.com,,Salesforce
9636277,,Jeffrey Kaspick,,,jkaspick@kaspick.com,,List import
10943695,Inactive Investor,Christopher Sieger,,"M&A Securities Group, Inc.",,,Salesforce
10960923,Inactive Investor,Alexander Dudley,,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,,,Salesforce
222704,,Charles Francke,,Self-employed,franckecf@gmail.com,5024191168,
10551394,,Omar Bassal,,,omar@shukrinvestments.com,,Web Form Fillout
10754838,Inactive Investor,Billie Wilson,Client Specialist,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,anwilson@rwbaird.com,,Salesforce
10951518,Inactive Investor,Christopher Norton,Chief Marketing Officer,Potomac Fund Management,cnorton@potomacfund.com,,Salesforce
11034808,Inactive Investor,Carey Somerville,Private Wealth Advisor,"Ameriprise Financial Services, LLC De Pere WI 3321 Packerland Dr",carey.a.somerville@ampf.com,,Salesforce
9628636,,Charles Dreezer,,,cdreezer@sherfam.com,,List import
10878214,Inactive Investor,Stuti Mahajan,Private Banker;Vice President,J.P. Morgan Securities LLC Evanston IL 909 Davis St,stuti.mahajan@jpmorgan.com,,Salesforce
218417,,Blake Carrick,,[Unknown],carrickhockey19@gmail.com,,Direct
11018621,Inactive Investor,Alec Diaz,,J.P. Morgan Securities LLC Wellington FL 1480 Greenview Shores Blvd,alec.diaz@jpmorgan.com,,Salesforce
10616490,,Yancey Bady,,,yancey.bady@primerica.com,,List Import
214234,,Mauricio Franzen,,[Unknown],mfnet@live.com,,Direct
11201947,Inactive Investor,Craig Dunn,,"LaSalle St Securities, L.L.C. Kokomo IN 1213 E Hoffer St",cdunn@lasallest.com,,Salesforce
11189401,Inactive Investor,Mark Meotti,Assistant Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley New Haven CT 545 Long Wharf Dr,mark.meotti@morganstanley.com,,Salesforce
11083102,Inactive Investor,Bryan Wilhelm,,MissionSquare Investment Services Las Vegas NV Private Residence,bwilhelm@icmarc.org,,Salesforce
10990033,Inactive Investor,Tracey Raber,,Supreme Alliance LLC Bellbrook OH Private Residence,traber@supremealliancellc.com,,Salesforce
9561185,,Aryan Jafari,,,aryanjafari@gmail.com,,List import
11064183,Inactive Investor,Austin Martel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11194736,Inactive Investor,Rita Brown,,Sigma Financial Corporation Mount Prospect IL 1661 Feehanville Dr,rbrown@sigmarep.com,,Salesforce
11192262,Inactive Investor,Michelle Hoesly,Chief Compliance Officer;President,"Resource 1, Inc.",micki@r1advisor.com,,Salesforce
228622,, -,,[[Unknown]],linda1994vn@gmail.com,,Direct
229745,, -,,[[Unknown]],petasse501liz@yahoo.com,,Organic Search
10983920,Inactive Investor,Michael Conley,,SECU Brokerage Services Carthage NC 160 Savannah Garden Dr,michael.conley@ncsecu.org,,Salesforce
11145987,Inactive Investor,Jay Travers,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jay.travers@ubs.com,,Salesforce
11100735,Inactive Investor,Sarah Cunningham,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",sarah_cunningham@ml.com,,Salesforce
11158281,Inactive Investor,Greg Royse,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,greg.royse@morganstanley.com,,Salesforce
11166619,Inactive Investor,Mark Dickinson,Financial Advisor;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",mark.dickinson@ml.com,,Salesforce
10755923,Inactive Investor,Charles Appleton,,Cetera Advisors LLC Warrensburg MO 206 S Holden St,charles.appleton@ceteraadvisors.com,,Salesforce
11219473,,Megan Allen,,,mallen@seic.com,,Other
9558787,,Christopher Platz,,,emskopch2020@gmail.com,,List import
9636739,,Aneta Bresliska,,,aneta.bresliska@brevanhoward.com,,List import
11177643,Inactive Investor,Joseph Torano,International Client Advisor;Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,joseph.torano@morganstanley.com,,Salesforce
10976983,Inactive Investor,Brian Devot,,LPL Financial LLC Long Beach CA 3777 Long Beach Blvd,brian.devot@lpl.com,,Salesforce
11021813,Inactive Investor,Debra Dominy,Financial Advisor,Edward Jones Rusk TX 547 N Main St,debra.dominy@edwardjones.com,,Salesforce
10903026,Inactive Investor,Neil Resnik,,"Equity Services, Inc. Addison TX 4500 Westgrove Dr",resnik_neil@nlvmail.com,,Salesforce
45849,,James Culp,Associate,Thrivent Investment Management Inc.,james.culp@thrivent.com,864-528-5071,
11137366,Inactive Investor,Rachel Balsiger,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10816065,Inactive Investor,Justin Ruest,Financial Advisor,Edward Jones Prince Frederick MD 100 Harrow Ln,justin.ruest@edwardjones.com,,Salesforce
11065473,Inactive Investor,Kent Hochberger,,"Osaic Wealth, Inc. Coeur D Alene ID 2000 W John Loop",,,Salesforce
10991652,Inactive Investor,Calvin Ng,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
212254,,vincent finnegan,,United States,vjfinnegan@yahoo.com,,
10821116,Inactive Investor,James Ka,Financial Advisor,Edward Jones Honolulu HI 500 Ala Moana Blvd,james.ka@edwardjones.com,,Salesforce
10828421,Inactive Investor,Richard Jagodzinski,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",rick.jagodzinski@ml.com,,Salesforce
10957389,Inactive Investor,Roberta Hacker,Program Specialist,"Fifth Third Securities, Inc. Grand Rapids MI 5400 Northland Dr NE",roberta.hacker@53.com,,Salesforce
345117,,Wayne Leevy,COO And CFO,Stoneridge Investment Partners,wleevy@stoneridgeinvestments.com,484-254-5400,Manual List Upload
11220933,,Robinson Sawyer,,,rsawyer@hallcapital.com,,List Import
10842611,Inactive Investor,Huntley Davenport,Director,"American Capital Advisory, LLC Richmond VA 500 Libbie Ave",,,Salesforce
11069731,Inactive Investor,Ward Donnelly,,"Farmers Financial Solutions, LLC San Francisco CA 1249 Geneva Ave",wdonnelly@farmersagent.com,,Salesforce
11016414,Inactive Investor,William Davis,Financial Advisor,LPL Financial LLC Augusta GA 7 George C Wilson Ct,william.davis@morganstanley.com,,Salesforce
10614199,,Roger Cahn,Financial Advisor,,roger.cahn@wellsfargoadvisors.com,,List Import
10959846,Inactive Investor,Zachary Jacobs,,State Farm VP Management Corp. Tipp City OH 124 W Main St,zachary.jacobs.u94q@statefarm.com,,Salesforce
9584317,,H Parkinson,,,hbparkinson@financialguide.com,,List import
9543404,,SIMON KO,,,simonccko@gmail.com,,List import
10880173,Inactive Investor,Michael Roque,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
7701275,,Brandon Green,,,bcgreen.1985.ndt2@gmail.com,,Web Form Fillout
10933822,Inactive Investor,Laura Flores,,"Pruco Securities, LLC. Lake Oswego OR 5500 Meadows Rd",laura.silvaflores@prudential.com,,Salesforce
5987505,,SEM TRETY,,,xogomo1884@cmeinbox.com,,Web Form Fillout
10989007,Inactive Investor,Alexander Brese,,NYLIFE Securities LLC Raleigh NC 4140 Parklake Ave,,,Salesforce
11206651,Inactive Investor,Heather Torseth,,LPL Financial LLC Cary IL 122 W Main St,heather.torseth@lpl.com,,Salesforce
11109730,Inactive Investor,Andrew Hammond,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,ahammond@ft.newyorklife.com,,Salesforce
10926411,Inactive Investor,Seth Covey,Client Advisor,Arvest Wealth Management Chickasha OK 1927 S 4th St,scovey@arvest.com,,Salesforce
11189355,Inactive Investor,Richard Devault,,"Horace Mann Investors, Inc.",richard.devault@horacemann.com,,Salesforce
10878030,Inactive Investor,Jacob Wainwright,,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",jacob.wainwright@raymondjames.com,,Salesforce
11254497,Inactive Investor,Matthew Mead,Senior Client Associate,"Wells Fargo Clearing Services, LLC Spokane WA 41 W Riverside Ave",matthew.mead@wellsfargo.com,,Salesforce
9641500,,Dias Akyshev,,,addoriginal777@gmail.com,,List import
11209334,Inactive Investor,Luis Martinez,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",luis.martinez@empower.com,,Salesforce
10864382,Inactive Investor,Arkadiusz Rusak,,"Farmers Financial Solutions, LLC Park Ridge IL 710 Higgins Rd",arusak@farmersagent.com,,Salesforce
11231940,Inactive Investor,Kathleen Meldrum,,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,kmeldrum@rwbaird.com,,Salesforce
11166228,Inactive Investor,Melissa Pepitone,Registered Associate,Morgan Stanley New York NY 1 Penn Plz,melissa.fabiilli@morganstanley.com,,Salesforce
9640310,,Lisa Ernst,,,lernst@buellfoundation.org,,List import
9586856,,ni ni,,,nini@yahoo.com,,List import
10770138,Inactive Investor,Ryan Ericksen,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",ryan.ericksen@nm.com,,Salesforce
10617664,,Ryan Paulsen,,,rpaulsen@financialguide.com,,List Import
10487903,,Alexander Brown,Vice President,Commerce Street Investment Management,abrown@cstreetinv.com,,List Import
10917786,Inactive Investor,Julia Luong,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",julia.luong@nm.com,,Salesforce
11076526,Inactive Investor,Ross Bush,,Graetz Wealth,ross@graetzwealth.com,,Salesforce
249131,,Nita Bhambhani,Founder,M capital,bhambhaninita@gmail.com,,Manual List Upload
10832571,Inactive Investor,Glenn Smith,,United Planners' Financial Services of America A Limited Partner Myrtle Beach SC Private Residence,grsmith@unitedplanners.com,,Salesforce
11221720,,Robert Amberger,,,robert.amberger@alliancebernstein.com,,List Import
11091255,Inactive Investor,Sanjukta Chaudhuri,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,sunny.chaudhuri@fmr.com,,Salesforce
10834371,Inactive Investor,Thomas Techentin,President;Shareholder,Chelsea Management Company Los Angeles CA 444 S Flower St,,,Salesforce
11042079,Inactive Investor,Mark Link,,J.P. Morgan Securities LLC Gold Canyon AZ 5305 S Superstition Mountain Dr,mark.link@jpmorgan.com,,Salesforce
10776666,Inactive Investor,Donald Uhrin,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",duhrin@financialguide.com,,Salesforce
10924426,Inactive Investor,Rhonda Maloney,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",rhonda.maloney@raymondjames.com,,Salesforce
10892291,Inactive Investor,Garv Gianchetta,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
11172142,Inactive Investor,Timothy McInnis,Financial Advisor;Financial Planner,Commonwealth Financial Network Simi Valley CA 990 Enchanted Way,tmcinnis@commonwealth.com,,Salesforce
9585194,,Benjamin Villas,,,bvillas.bv@gmail.com,,List import
11045917,Inactive Investor,Jack Newman,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",jack.newman@equitable.com,,Salesforce
11211643,Inactive Investor,Amanda Burciaga,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11142021,Inactive Investor,Willie Brooks,,Cetera Advisors LLC Atlanta GA 7 Piedmont Ctr NE,willie.brooks@ceteraadvisors.com,,Salesforce
10817547,Inactive Investor,Colin Barlow,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9547662,,Tim Hutto,,,timhutto79@gmail.com,,List import
10925676,Inactive Investor,Doyle Walters,,"Osaic Wealth, Inc. Aledo TX Private Residence",,,Salesforce
11066749,Inactive Investor,Donald Mason,,"Raymond James Financial Services, Inc. Rocklin CA 1011 Sunset Blvd",,,Salesforce
10793051,Inactive Investor,Troy King,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Lafayette IN 201 Main St",troy.king@raymondjames.com,,Salesforce
10510697,,Shereen Spencer,Sales & Partnerships,Advisor Circle,shereen@advisorcircle.com,,List Import
11071271,Inactive Investor,John Armato,,"Avantax Investment Services, Inc. Morgan City LA 1201 Brashear Ave",,,Salesforce
10801613,Inactive Investor,Janet Smith,Financial Associate,Thrivent Investment Management Inc. Manning IA 309 Main St,janet.smith@thrivent.com,,Salesforce
10619904,,Sean Sweet,,,ssweet@cressetcapital.com,,List Import
11229432,Inactive Investor,John Williams,,"Raymond James & Associates, Inc.",,,Salesforce
9576979,,Thomas Smith,,,thomas.smith@fmr.com,,List import
11140583,Inactive Investor,Michael Meek,Vice President - Wealth Management,UBS Financial Services Inc. Anchorage AK 3000 A St,michael.meek@ubs.com,,Salesforce
9587571,,Clifford Coulston,,,cliff@coulstonfs.com,,List import
11020386,Inactive Investor,Octavia Bates,,J.P. Morgan Securities LLC Gary IN 3680 Broadway,octavia.bates@jpmorgan.com,,Salesforce
10959569,Inactive Investor,Marissa Yamashiro,,PFS Investments Inc. Honolulu HI 2153 N King St,myamashiro@primerica.com,,Salesforce
9580250,,Timothy Riddick,,,timothy.riddick@usaa.com,,List import
10955505,Inactive Investor,Thomas Loar,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11063483,Inactive Investor,Daniel Johnson,Chief Compliance Officer;Managing Member;Principal,"Birchcreek Wealth Management, LLC",danjohnson@birchcreekwealth.com,,Salesforce
9575802,,john land land,,,jl7177@hotmail.com,,List import
10876837,Inactive Investor,Charles Durham,Chief Compliance Officer;Chief Executive Officer;President,"Birnam Wood Capital, LLC",bill@birnamwood-capital.com,,Salesforce
11029474,Inactive Investor,Robert Gwynn,,"Grove Point Investments, LLC Victor NY 29 Lasalle Pkwy",,,Salesforce
372545,,Rita Gaines,,United States,ritagaines679@gmail.com,,Salesforce
11163927,Inactive Investor,Anthony Porrazzo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11069847,Inactive Investor,Eber Matus-Gonzalez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11083770,Inactive Investor,John Dubose,Investment Associate,UBS Financial Services Inc. Winston Salem NC 380 Knollwood St,john.dubose@ubs.com,,Salesforce
10772257,Inactive Investor,Thomas Williams,Wealth Advisor,Intrua Financial,tom@intrua.com,,Salesforce
235956,, -,,[[Unknown]],j.lamarcharles@outlook.com,,Organic Search
9646548,,Marta Vogel,,,mescalamp@gmail.com,,List import
11154783,Inactive Investor,Linda Hodges,Senior Client Associate,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",linda.hodges@wfa.com,,Salesforce
11260273,Inactive Investor,Kelvin Skewes Campos,Financial Consultant,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",,,Salesforce
11096858,Inactive Investor,Rory Guthrie,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",rory.guthrie@nm.com,,Salesforce
11175710,Inactive Investor,Loren Archuleta,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10843490,Inactive Investor,Shane Zaback,,"Raymond James Financial Services, Inc. Minot ND 1408 20th Ave SW",shane.zaback@raymondjames.com,,Salesforce
11004217,Inactive Investor,Michael Samsel,,"First Command Brokerage Services, Inc. Sumter SC 2610 Hardee Cv",mlsamsel@firstcommand.com,,Salesforce
10828959,Inactive Investor,Steven Homer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,steven.homer@fidelity.com,,Salesforce
1005413,Inactive Investor,Mark Abssy,Founder,All You Can ETF LLC,mark.abssy@allyoucanetf.com,9173993046,
235136,,Hector A. Santiago -,,Hector A. Santiago [[Unknown]],haseblockchain@gmail.com,,Direct
10926930,Inactive Investor,Bryan Mulcahy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,bryan.mulcahy@fmr.com,,Salesforce
11059921,Inactive Investor,Jason Greene,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10613238,,Kristina Vikis,"Financial Advisor, Wealth Management Advisor",,kristina.k.nichols@ml.com,,List Import
10825234,Inactive Investor,Margaret Ritter,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",margaret.c.ritter@ml.com,,Salesforce
10825188,Inactive Investor,Christopher Manske,Chief Compliance Officer;Managing Member;President,"Manske Wealth Management, LLC",admin@manskewealth.com,,Salesforce
10764986,Inactive Investor,Cory McDaniel,Financial Advisor;Financial Planner,LPL Financial LLC Vancouver WA 201 NE Park Plaza Dr,cory.mcdaniel@lpl.com,,Salesforce
11034057,Inactive Investor,Patrick Klatt-Donohoe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11166980,Inactive Investor,Cynthia Tung,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,cynthia.tung@ubs.com,,Salesforce
10899745,Inactive Investor,Henry Horrell,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,henry.horrell@morganstanley.com,,Salesforce
10838670,Inactive Investor,Michael Pollakowski,,GWN Securities Inc. Kansas City MO 1600 Genessee St,,,Salesforce
10843475,Inactive Investor,Michael Nili,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,mike.nili@lpl.com,,Salesforce
9620864,,Jared Chase,,,jared.chase@fmr.com,,List import
9629632,,hyunju roh,,,luckyturtle@naver.com,,List import
11107736,Inactive Investor,Albert Lintner,Co-Founder,Wright Associates Bethel Park PA 1500 Oxford Dr,greg@kswrightassociates.com,,Salesforce
241040,,Mike Akins,Founding Partner,[Unknown],mike@etfaction.com,,Event
10907016,Inactive Investor,Marvin Escobar,,J.P. Morgan Securities LLC Chappaqua NY 417 King St,marvin.escobar@jpmorgan.com,,Salesforce
11218660,,Pierce McCrerey,,,p.mccrerey@saturna.com,,Other
10824662,Inactive Investor,James Schmidt,Financial Advisor,Morgan Stanley Saint Paul MN 380 Saint Peter St,james.schmidt@morganstanley.com,,Salesforce
11157756,Inactive Investor,Matthew Newman,Financial Advisor,"Wells Fargo Clearing Services, LLC Milford PA 104 W High St",matthew.newman1@wellsfargoadvisors.com,,Salesforce
9580011,,Shawn Singh,,,shawn@clearskyim.com,,List import
10913523,Inactive Investor,Gregory Stevens,,"Grove Point Investments, LLC Tuxedo Park NY 9 Store Rd",gstevens@hbeckinc.com,,Salesforce
10419865,,Mark Ludlow,,,drferry@charter.net,,Web Form Fillout
11012341,Inactive Investor,Robert Klingensmith,Chief Compliance Officer;Director - Wealth Management;Partner,PBMares Wealth Management LLC Williamsburg VA 4801 Courthouse St,rklingensmith@pbmareswealth.com,,Salesforce
11231287,Inactive Investor,Deane Hafling,,"Raymond James Financial Services, Inc. Houston TX 13910 Champion Forest Dr",deane.hafling@raymondjames.com,,Salesforce
9647619,,Coley O'Brien,,,cobrien@44.capital,,List import
2577216,,Matheus Alves,,,matheusalvesmhm@gmail.com,,
11213070,Inactive Investor,Eugene Oreilly,,Cetera Advisor Networks LLC Peachtree Corners GA 5425 Peachtree Pkwy,,,Salesforce
11199403,Inactive Investor,Stacey Ewing,Director - Equity Research;Equity Research Analyst;Investment Committee;Portfolio Manager;Principal,ZWJ Investment Counsel Inc,sewing@zwjic.com,,Salesforce
10906981,Inactive Investor,Alan McFann,Senior Investment Manager,Creative Planning,alan.mcfann@creativeplanning.com,,Salesforce
10852944,Inactive Investor,Ahmadzia Hatami,,LPL Financial LLC Patchogue NY 361 N Service Rd,ahmadzia.hatami@lpl.com,,Salesforce
229647,, -,,[[Unknown]],davidbergam139@hotmail.com,,
11100568,Inactive Investor,Spencer Rosman,Executive Director;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley,spencer.b.rosman@morganstanley.com,,Salesforce
11211830,Inactive Investor,Bryan Stewart,Financial Advisor,"Ameriprise Financial Services, LLC Maitland FL 217 S Swoope Ave",bryan.stewart@ampf.com,,Salesforce
11095338,Inactive Investor,John Pronovost,Financial Advisor;Senior Vice President,"Osaic Institutions, Inc. Watertown CT 777 Echo Lake Rd",john.pronovost@osaicinstitutions.com,,Salesforce
9584645,,Clayton Degiacinto,,,cdegiacinto@axoniccap.com,,List import
11120539,Inactive Investor,Michael Wood,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11139787,Inactive Investor,Craig Yochum,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,craig.yochum@lpl.com,,Salesforce
224042,,David Kent,,retired,rdkent@suddenlnk.net,5017034355,Organic Search
10768838,Inactive Investor,Ron Kirkpatrick,,"Kestra Investment Services, LLC Snohomish WA Private Residence",,,Salesforce
11173358,Inactive Investor,Harold Caldwell,Investment Advisor,PFS Investments Inc. Portage MI 950 Trade Centre Way,harold.caldwell@primerica.com,,Salesforce
11192600,Inactive Investor,John Mcgreevy,Investment Advisor;Partner,"Wealth Management Consultants, LLC",,,Salesforce
11005378,Inactive Investor,Ioan Grigor,,"Bankers Life Securities, Inc. Northridge CA 9301 Corbin Ave",ioan.grigor@bankerslife.com,,Salesforce
10871532,Inactive Investor,David Skurowitz,Senior Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Syosset NY 175 Jericho Tpke,david.skurowitz@citi.com,,Salesforce
11161104,Inactive Investor,Jennifer Klismet,,"Osaic Wealth, Inc. New Port Richey FL 3622 Galileo Dr",,,Salesforce
9615590,,Stefano Timpano,,,stefano.r.timpano@gmail.com,,List import
11018731,Inactive Investor,Larry Kuyper,Chief Compliance Officer;Managing Partner;Secretary;Vice President,"LifePlan Financial, LLC",larryk@lifeplan-financial.com,,Salesforce
10903809,Inactive Investor,John Spang,,PlanMember Securities Corporation North Huntington PA Private Residence,jspang@planmembersec.com,,Salesforce
10884273,Inactive Investor,Edward Scheer,Financial Advisor,LPL Financial LLC Oak Brook IL 1111 W 22nd St,edward.scheer@lpl.com,,Salesforce
11046580,Inactive Investor,Mathew Emmert,Partner;Private Wealth Manager,Creative Planning Mount Pleasant SC 950 Houston Northcutt Blvd,mathew.emmert@creativeplanning.com,,Salesforce
10774492,Inactive Investor,Chelsea Westhoff,,Vanguard Marketing Corporation,chelsea_strobel@vanguard.com,,Salesforce
10616459,,Courtney Mygatt,,,courtney.mygatt@opco.com,,List Import
11233113,Inactive Investor,Amy Potter,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11027269,Inactive Investor,Jose Garcia,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jose.garcia@tiaa-cref.org,,Salesforce
10971643,Inactive Investor,Justin Heaslip,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,jheaslip@gwnsecurities.com,,Salesforce
346655,,Stephen Bailey,Managing Director,The Carlyle Group,stephen.bailey@carlyle.com,202-729-5626,Manual List Upload
11095723,Inactive Investor,Kelley Snook,Senior Vice President,OneDigital Investment Advisors Auburn Hills MI 3254 University Dr,ksnook@onedigital.com,,Salesforce
9627584,,Olivier BENATAR,,,olivier.benatar@sanso-is.com,,List import
9640029,,Daniel Guy,,,dguy@almanackip.com,,List import
10952525,Inactive Investor,Brian Beal,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,brian.beal@fidelity.com,,Salesforce
11232929,Inactive Investor,Heather Pratt,,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
10898614,Inactive Investor,Edward Williams,,PFS Investments Inc. Chicago IL 10540 S Western Ave,edward.williams@primerica.com,,Salesforce
10866852,Inactive Investor,David Gilmore,,State Farm VP Management Corp. Indianapolis IN 9450 N Meridian St,david.gilmore.bytu@statefarm.com,,Salesforce
343779,,Viola Patock,Head Of Client Relations,Bluebay Asset Management Llp,vpatock@bluebay.com, -3893863,Manual List Upload
11095869,Inactive Investor,Kevin Coholan,Chief Compliance Officer,Demming Financial Services Corp.,kevin@demmingfinancial.com,,Salesforce
9617011,,Eboni Wilson,,,ebonikwilson@hotmail.com,,List import
8092194,,David Sanchez,,Thrive Life 360,david.sanchez2@lpl.com,,Web Form Fillout
10869913,Inactive Investor,Henry Bertot,,J.P. Morgan Securities LLC Titusville FL 2700 S Washington Ave,henry.bertot@jpmorgan.com,,Salesforce
11008773,Inactive Investor,Sherry Spencer,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,,,Salesforce
9630016,,David Cabrera,,,davidcanocbr@gmail.com,,List import
10510838,,Robert Jaeger,Head of North America,Trackinsight,robert.jaeger@trackinsight.com,,List Import
10825056,Inactive Investor,Devlin Carothers,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland OR 4380 S Macadam Ave",devlin.w.carothers@ampf.com,,Salesforce
9557311,,Brian Hessong,,,brian.hessong@thrivent.com,,List import
10944345,Inactive Investor,Ann Coffey,,LPL Financial LLC Parkville MD 8812 Waltham Woods Rd,ann.coffey@lpl.com,,Salesforce
11161115,Inactive Investor,Brett Bacon,,"CFD Investments, Inc. Lenexa KS 8730 Bourgade St",brett.bacon@cfdinvestments.com,,Salesforce
216508,,Dennis Sakurai,,[Unknown],dsakurai@mcnallyfinancial.com,,Event
10819223,Inactive Investor,Stephen Phair,Financial Advisor,Edward Jones Chandler AZ 9666 E Riggs Rd,stephen.phair@edwardjones.com,,Salesforce
9607825,,Kevin Valdez,,,kevin.valdez@brandywineglobal.com,,List import
10928438,Inactive Investor,Andrea Gutierrez Fernandez,,PNC Investments Pittsburgh PA 249 5th Ave,andrea.gutierrez423@pnc.com,,Salesforce
10849498,Inactive Investor,Jason Dorn,Director - Planning,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",,,Salesforce
11190521,Inactive Investor,Lauren Mcclellan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11143612,Inactive Investor,Mayra Gomez Picazo,,J.P. Morgan Securities LLC Sacramento CA 3600 El Camino Ave,mayra.gomez-picazo@jpmorgan.com,,Salesforce
11070058,Inactive Investor,Maria Ferreras,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,maria.ferreras@jpmorgan.com,,Salesforce
10955990,Inactive Investor,Juwan Taylor,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10843262,Inactive Investor,Oliver Brady,Private Wealth Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",oliver.x.brady@ampf.com,,Salesforce
9611786,,Chris Gervat,,,chris@lifeworksadvisors.com,,List import
9567059,,Gregg Suerez,,,gsuerez@gmail.com,,List import
11110639,Inactive Investor,Craig Shively,Financial Services Representative;Wealth Paraplanner,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",craig.shively@firstcitizens.com,,Salesforce
11105998,Inactive Investor,Ryan Olesen,,Jefferies LLC,rolesen@jefferies.com,,Salesforce
373743,,Corey Schaeffer,,[Unknown],coreyschaeffer1@yahoo.com,,source
11078926,Inactive Investor,Freydel Bushala,,"Farmers Financial Solutions, LLC Fullerton CA 1235 N Harbor Blvd",fbushala@farmersagent.com,,Salesforce
10782984,Inactive Investor,Carol Penny,Financial Representative,PFS Investments Inc. Youngstown OH 5437 Mahoning Ave,carol.penny@primerica.com,,Salesforce
10970865,Inactive Investor,Kylee Paradowski,Associate Financial Advisor,Diversified Management Inc,kparadowski@diversifiedmanagement.com,,Salesforce
217834,,Daniel Vargas,,[Unknown],dvarg93@gmail.com,,Direct
238792,,jacobjrothman@yahoo.com Rothman,,[Unknown],jacobjrothman@yahoo.com,,
371973,,Dallas Woody,,United States,dallaswoody@gmail.com,,Salesforce
45583,,Michael Peterson,Wealth Advisor,Thrivent Investment Management Inc.,michael.peterson@thrivent.com,602-595-4065,
10804710,Inactive Investor,Patricia Kodym,,LPL Financial LLC Vero Beach FL Private Residence,patricia.kodym@lpl.com,,Salesforce
11260984,Inactive Investor,George Clark,Financial Advisor,Brookstone Capital Management LLC Palm Beach Gardens FL Private Residence,,,Salesforce
10582273,,Josh Kerkau,,,joshua.kerkau@gmail.com,,Web Form Fillout
11150844,Inactive Investor,Jose Ramirez,,"Wells Fargo Clearing Services, LLC Goodyear AZ 1050 N Estrella Pkwy",,,Salesforce
11081134,Inactive Investor,Roger Donoghue,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",patrick.donoghue@nm.com,,Salesforce
11097680,Inactive Investor,Lindsey Bahr,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9632111,,Curtis Tuck,,,tmc717c@gmail.com,,List import
9606075,,Matthew Vian,,,mvian@northsightwealth.com,,List import
10861026,Inactive Investor,Robert Ayuyao,,J.P. Morgan Securities LLC New York NY 240B Greenwich St,robert.a1.ayuyao@chase.com,,Salesforce
11036256,Inactive Investor,Tyler Weyenberg,Financial Representative,Park Avenue Securities LLC Alpharetta GA 1725 Windward Concourse,tyler_weyenberg@glic.com,,Salesforce
10833844,Inactive Investor,Thomas Pierce,Director - Alternative Investments;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Plano TX 7500 Dallas Pkwy,thomas.pierce@morganstanley.com,,Salesforce
10772096,Inactive Investor,Matthew Kurz,Financial Advisor,"Wells Fargo Clearing Services, LLC Waynesboro VA 216 S Wayne Ave",matthew.kurz@wellsfargoadvisors.com,,Salesforce
10645240,,Stanley Mendoza,,,smendoza@interactivebrokers.com,,List Import
10613280,,Gary Stern,"Managing Director, Senior Financial Advisor",,gary_k_stern@ml.com,,List Import
11016257,Inactive Investor,Paul Letendre,,State Farm VP Management Corp. Morris MN 714 Atlantic Ave,paul.letendre.ptbl@statefarm.com,,Salesforce
11115275,Inactive Investor,Michiko Charley,,PFS Investments Inc. Rego Park NY 63112 Woodhaven Blvd,,,Salesforce
11074878,Inactive Investor,Carmen Romano,Managing Director;Treasurer;Vice President,"Flood, Bumstead, McCready & McCarthy, Inc. New York NY 16 W 22nd St",carmen_romano@fbmm.com,,Salesforce
10619807,,Daniel Mendelson,,,dmendelson@rockco.com,,List Import
11113271,Inactive Investor,Elliot Coleman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9574080,,Peter Burke,,,peterburke11@gmail.com,,List import
82358,,Andrew Karbler,,United States,korn3312@gmail.com,,
10606748,,Michael Flatley,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",smcc434@aol.com,212-764-0694,List Import
10963757,Inactive Investor,Gregory Petrakis,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",gregory.petrakis@schwab.com,,Salesforce
10939143,Inactive Investor,Jun-Bo Yin,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,jun-boyin@statefarm.com,,Salesforce
10966855,Inactive Investor,Elizabeth McKinley,Financial Advisor,Thrivent Investment Management Inc. Carlisle PA 35 E High St,beth.mckinley@thrivent.com,,Salesforce
11152865,Inactive Investor,Ethan Collins,,"HighTower Securities, LLC Iselin NJ 33 Wood Ave S",ecollins@hightoweradvisors.com,,Salesforce
218584,,Asi De Silva,,[Unknown],asi.desilva@rockdenadvisors.com,,Event
11140184,Inactive Investor,Charles McDowell,,"Concourse Financial Group Securities, Inc.",angela.wright@concoursefinancial.com,,Salesforce
10836491,Inactive Investor,Patrick Peterson,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",patrick_peterson@ml.com,,Salesforce
9546455,,RODRIGO DELFORGE,,,rgerhard@uol.com.br,,List import
11005206,Inactive Investor,Vanessa Zapanta,Client Service Associate,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,vanessa.zapanta@morganstanley.com,,Salesforce
10866142,Inactive Investor,John Howell,Vice President,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,,,Salesforce
9568570,,Yosuke Ouchi,,,youchangedmylife@hotmail.co.jp,,List import
10893923,Inactive Investor,Bruce Seibel,,The O.N. Equity Sales Company Fargo ND 818 Main Ave,bruce_seibel@ohionational.com,,Salesforce
9603746,,Paul Vladem,President,Associated Investor Services,paul@afc-ais.com,,List import
11087964,Inactive Investor,Brandon Hamilton,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",brandon_hamilton@ml.com,,Salesforce
5915608,,Panha Yuon,,,sakavey394@khaxan.com,917-498-5519,Web Form Fillout
10994839,Inactive Investor,Gatlin Hufstedler,,Stephens,ghufstedler@stephens.com,,Salesforce
9630590,,Taylor castanon,,,taylorcastanon@gmail.com,,List import
11082537,Inactive Investor,Thomas McConnell,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",thomas_mcconnell@ml.com,,Salesforce
10840538,Inactive Investor,Roger Zavala,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,roger.zavala@jpmorgan.com,,Salesforce
11006024,Inactive Investor,Nicholas Maderis,Private Client Banker,J.P. Morgan Securities LLC Poulsbo WA 20350 Little Valley Rd NE,,,Salesforce
10894696,Inactive Investor,Anna Li,Financial Advisor,Edward Jones Whittier CA 13529 Murphy Hill Dr,anna.li@edwardjones.com,,Salesforce
10855155,Inactive Investor,Tyler Needler,Director - Business Development;Managing Member;Partner,"Wealth Advisory Solutions, LLC",,,Salesforce
11168931,Inactive Investor,Lisa Pierson,Investment Advisor,"Osaic Wealth, Inc. Sequim WA Private Residence",,,Salesforce
233966,,Ben Hall -,,Ben Hall [[Unknown]],ben@hallsqualitypainting.com,,Content
10804031,Inactive Investor,Thomas McGregor,Vice President,"Equitable Advisors, LLC Greenville SC 141 Traction St",thomas.mcgregor@equitable.com,,Salesforce
10934539,Inactive Investor,Arnold Samuel,Financial Advisor,The AmeriFlex Group Westlake Village CA 2535 Townsgate Rd,arnold.samuel@ameriflex.com,,Salesforce
9554888,,Robert Dobbs,,,robert.dobbs@mutualsecurities.com,,List import
9551772,,Mark Sarrett,,,mark.sarrett@wfafinet.com,,List import
11148014,Inactive Investor,John Howard,,NYLIFE Securities LLC Wakefield MA 2 Pleasure Island Rd,jlhowardjr@ft.newyorklife.com,,Salesforce
10807332,Inactive Investor,Steven Kalmus,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 1601 Elm St",steven.kalmus@ampf.com,,Salesforce
11011897,Inactive Investor,Gabe Rohwedder,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
11150554,Inactive Investor,Annie Fuentes,,"Transamerica Financial Advisors, Inc Glendale CA 425 W Broadway",annie.fuentes@tfaconnect.com,,Salesforce
10831977,Inactive Investor,Bryan Broussard,Vice President,J.P. Morgan Securities LLC Houston TX 4320 Ella Blvd,bryan.j.broussard@jpmorgan.com,,Salesforce
11070225,Inactive Investor,Cassandra Danford,Vice President,"BOK Financial Securities, Inc. Dallas TX 5956 Sherry Ln",cdanford@bokf.com,,Salesforce
11042753,Inactive Investor,Jeffrey Beck,,"Allstate Financial Services, LLC Elk Grove CA 8355 Elk Grove Blvd",jeffreybeck@allstate.com,,Salesforce
11259867,Inactive Investor,Jonathan Garcia,,J.P. Morgan Securities LLC Hoffman Estates IL 4653 W Higgins Rd,,,Salesforce
191103,,Andrew Kozlowski,,CMS Cameron McKenna,andrewkozlowski9@gmail.com,011-48-601234970,Organic Search
11230650,Inactive Investor,Christopher Long,,Hilltop Securities Inc. New York NY 485 Madison Ave,,,Salesforce
9640844,,Sandra Matheson,,,executive.director@mainepers.org,,List import
10831378,Inactive Investor,Michael Rood,Chief Compliance Officer;Managing Partner;President,RCA Wealth Strategies LLC,mrood@rcawealthstrategies.com,,Salesforce
11062958,Inactive Investor,Luc Du,,"Osaic Wealth, Inc. El Monte CA Private Residence",,,Salesforce
10856463,Inactive Investor,Bruce Benham,Chief Financial Advisor;Founder;Member,"Baron Capital Management, LLC",baron@baroncapital.com,,Salesforce
11117529,Inactive Investor,Scot Love,Financial Advisor,Edward Jones Pittsburgh PA 4141 Brownsville Rd,scot.love@edwardjones.com,,Salesforce
9598925,,Kristian Taylor,,,kristian.taylor@hansonmcclain.com,,List import
10824891,Inactive Investor,Judson Gee,,"Kingswood Capital Partners, LLC Charlotte NC 2616 Fort St",,,Salesforce
11046863,Inactive Investor,Ryan Morrissey,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Qualified Plan Financial Consultant;Workplace Adviso,Morgan Stanley Newport Beach CA 800 Newport Center Dr,ryan.morrissey@msgraystone.com,,Salesforce
11078721,Inactive Investor,Joshua Nadeau,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joshua.nadeau@jpmorgan.com,,Salesforce
11201471,Inactive Investor,Rodney Joplin,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,,,Salesforce
10505944,,Phillip Richman,Webmaster,Ernst & Young,phillip_richman@yahoo.com,847-486-9886,List import
10984106,Inactive Investor,Karen Yorke,,Key Investment Services LLC,karen.yorke@key.com,,Salesforce
10900646,Inactive Investor,David Kutschenreuter,Financial Planner,"Osaic Wealth, Inc. New Berlin WI 15809 W National Ave",,,Salesforce
10839344,Inactive Investor,Hannah Goode,Financial Advisor,Morgan Stanley Worcester MA 100 Front St,hannah.goode@morganstanley.com,,Salesforce
11070604,Inactive Investor,Erik Nelson,Financial Advisor,Edward Jones Faribault MN 318 4th St NW,,,Salesforce
11072668,Inactive Investor,Richard Folmar,Managing Director,"Wells Fargo Advisors Financial Network, LLC San Antonio TX 434 N Loop 1604 W",rick.folmar@wfafinet.com,,Salesforce
9637955,,Fred Slade,,,fslade@pentegra.com,,List import
10964866,Inactive Investor,Daniel Dipasquale,Investment Advisor;Team Leader,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10913818,Inactive Investor,Kevin Madrigal,,"Valley Financial Management, Inc.",kevin.madrigal@leumiusa.com,,Salesforce
9622314,,Markus Kröger,,,markus.kroeger@jacobsag.ch,,List import
8855878,,Scott Baslee,,,bearbaslee@yahoo.com,,Web Form Fillout
9614213,,ronny julien,,,ronnyjulien@yahoo.ca,,List import
10883373,Inactive Investor,Shari Flowers,Financial Advisor,LPL Financial LLC Avon Park FL Private Residence,shari.flowers@lpl.com,,Salesforce
10886280,Inactive Investor,Michael Horton,Branch Manager;Director;Partner,"Central States Capital Markets, LLC Wichita KS 245 N Waco St",,,Salesforce
150021,,Ash Burton,,[Unknown],ash_man10@yahoo.co.uk,,Webinar
11205613,Inactive Investor,Richard Schembechler,,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",,,Salesforce
10909600,Inactive Investor,Matthew Fleming,Wealth Manager,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",matthew.fleming@tiaa.org,,Salesforce
10524184,,Riki Shakya,,,shakya.riki@gmail.com,,Web Form Fillout
11097464,Inactive Investor,Victoria Pantaleo,,"Arete Wealth Management, LLC",victoria.pantaleo@aretewealth.com,,Salesforce
11121681,Inactive Investor,Donna Gagliardi,Registered Operations Leader,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",,,Salesforce
9553750,,?? ?,,,p137979@gmail.com,,List import
9557745,,Diane Hagerstrom,,,diane.hagerstrom@lpl.com,,List import
9593097,,Michael Wassmann,,,mwassmann@hbksorce.com,,List import
9546566,,? ?,,,yanbao9631@163.com,,List import
10855710,Inactive Investor,Kenneth Robinson,Chief Compliance Officer;President,"KCR Wealth Management, LLC",ken@kcrwealth.com,,Salesforce
9628672,,Reginald Williams,,,reginald.aw@gmail.com,,List import
11026062,Inactive Investor,Katherine Patrick,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10831108,Inactive Investor,Andrew Treat,,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",andrew.treat@nm.com,,Salesforce
11218666,,Patrick Donahue,,,pdonahue@nelsonsecurities.com,,Other
10838155,Inactive Investor,Mary Herrington,,LPL Financial LLC Cincinnati OH 9360 Montgomery Rd,mary.herrington@lpl.com,,Salesforce
11049806,Inactive Investor,Joseph Lebrane,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,joe.lebrane@fmr.com,,Salesforce
10909076,Inactive Investor,Shreekkanth Viswanathan,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager;President,"SVN Capital, LLC",,,Salesforce
10835780,Inactive Investor,Ruslan Nesevich,,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,rnesevich@commonwealth.com,,Salesforce
10771542,Inactive Investor,Douglas Behl,Financial Advisor,LPL Financial LLC Roseville CA 2267 Lava Ridge Ct,doug.behl@lpl.com,,Salesforce
10612061,,Carlton Higbie,"Financial Advisor, Portfolio Management Director, Vice President - Wealth Management",,carlton.higbie@morganstanley.com,,List Import
11004768,Inactive Investor,Zackary Nelson,,"First Command Brokerage Services, Inc. Virginia Beach VA 780 Lynnhaven Pkwy",zjnelson@firstcommand.com,,Salesforce
8110513,,Esteban González,,,estabang@exotecnologia.com.ve,,Web form fillout
11058248,Inactive Investor,Daria Lorenzo,,Goldman Sachs & Co.,,,Salesforce
373902,,Brenda Gentry,,[Unknown],mimiimani@yahoo.com,,source
5190,, -,,[[Unknown]],dimpleg80@gmail.com,,Initial Salesforce Import
234437,, -,,[[Unknown]],cmhwealth@gmail.com,,
248334,,Shannon Wherry,Director of Corporate Communications,First Foundation,swherry@ff-inc.com,,Manual List Upload
11012170,Inactive Investor,Mark Wheelock,Financial Advisor,"Principal Securities, Inc. Indianapolis IN 8910 Purdue Rd",,,Salesforce
10510363,,Jay McClellan,"Portfolio Manager, Investment Advisor Representative","Cornerstone Asset Management Services, Inc.",jmcclellan@cornerstoneassetmgmt.com,,List Import
11125411,Inactive Investor,Anthony Tillman,,Fidelity Brokerage Services LLC Little Rock AR 17400 Chenal Pkwy,anthony.tillman@fidelity.com,,Salesforce
9549006,,Kevin Brock,,,kbrock@williamblair.com,,List import
10977249,Inactive Investor,Amy Siu,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,amy.siu@primerica.com,,Salesforce
11111738,Inactive Investor,Arianna O'Rourke,Financial Advisor,LPL Financial LLC Westford MA 319 Littleton Rd,arianna.lemonias@lpl.com,,Salesforce
10811857,Inactive Investor,Kenneth Herrington,Financial Advisor;First Vice President;Investment Management Consultant,Morgan Stanley Louisville KY 4969 US Hwy 42,ken.herrington@morganstanley.com,,Salesforce
11179487,Inactive Investor,Shomir Mukherjee,Vice President,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",smukherjee@wisdirect.com,,Salesforce
10769800,Inactive Investor,Jennifer Brown,Client Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,jennifer.brown@morganstanley.com,,Salesforce
11199112,Inactive Investor,David Williams,Financial Advisor,"Voya Financial Advisors, Inc. Albany NY 125 Wolf Rd",david.williams@voyafa.com,,Salesforce
11098757,Inactive Investor,Pamela Khinda,Financial Planner,Frango Financial,pamela@frangofinancial.com,,Salesforce
10911679,Inactive Investor,Brian McDonald,,J.P. Morgan Securities LLC Boca Raton FL 5950 Glades Rd,brian.j.mcdonald@chase.com,,Salesforce
11064476,Inactive Investor,Tanya Carroll,Senior Relationship Manager,LPL Financial LLC Winter Park FL 201 W Canton Ave,tanya.carroll@lpl.com,,Salesforce
10768782,Inactive Investor,Ricky Ferrara,Financial Advisor,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,ricky.ferrara@lpl.com,,Salesforce
9545000,,Andrew Pangelinan,,,andrewpp2000@gmail.com,,List import
11010318,Inactive Investor,Blake Hood,,LPL Financial LLC Bartlesville OK 1821 SE Washington Blvd,blake.hood@lpl.com,,Salesforce
10796436,Inactive Investor,Robert Debbs,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",robert.debbs@ml.com,,Salesforce
11113709,Inactive Investor,Dana Zhang,,"Farmers Financial Solutions, LLC San Jose CA 2695 Moorpark Ave",dzhang@farmersagent.com,,Salesforce
11027473,Inactive Investor,Neetu Verma,,J.P. Morgan Securities LLC Reston VA 2037 Fulton Pl,neetu.verma@jpmorgan.com,,Salesforce
10821830,Inactive Investor,Brian Foote,Financial Advisor,"Wells Fargo Clearing Services, LLC Savage MN 5705 Loftus Dr",brian.foote@wellsfargoadvisors.com,,Salesforce
11238859,Inactive Investor,Kaley Kucharski,,Alliance Wealth Advisors,kaley@alliancewealthadvisors.com,,Salesforce
10935434,Inactive Investor,Allison Boerio,,The Huntington Investment Company Canal Fulton OH 965 Cherry St E,,,Salesforce
9547217,,Billy Brown,,,brownb@myavantax.com,,List import
231423,, -,,[[Unknown]],event202@yahoo.com,,
11096735,Inactive Investor,Keval Nagda,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
11056340,Inactive Investor,Daniel Sweeney,Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",daniel.sweeney@schwab.com,,Salesforce
11166154,Inactive Investor,Matthew Behrendt,Financial Planning Specialist,Edward Jones Santee CA Private Residence,,,Salesforce
9613349,,QENAN OSMANI,,,qenan.osmani13@gmail.com,,List import
10776141,Inactive Investor,Mary Valliant,,"Raymond James Financial Services, Inc. Chestertown MD 110 S Queen St",mary.valliant@raymondjames.com,,Salesforce
11124719,Inactive Investor,Collin Carlton,Financial Representative,Thrivent Investment Management Inc. Hickory NC 910 Tate Blvd SE,collin.carlton@thrivent.com,,Salesforce
11097508,Inactive Investor,Gerald Levin,President,"GBL Asset Management, Inc.",,,Salesforce
10806611,Inactive Investor,Andrew Potts,,"Osaic Wealth, Inc. Alpharetta GA 3520 Old Milton Pkwy",,,Salesforce
9554745,,Robert Kloumann,,,kloumann@comcast.net,,List import
176018,,Edward Moore,President & CEO,[Unknown],emoore@harringtonhospital.org, +1 508 765 9771,Database Upload
11091031,Inactive Investor,Scott Biestek,Financial Advisor,Commonwealth Financial Network Mount Prospect IL 800 E Northwest Hwy,sbiestek@commonwealth.com,,Salesforce
10804311,Inactive Investor,Harold McMillan,Financial Advisor,Citigroup Global Markets Inc. Westport CT 399 Post Rd W,harold.mcmillan@citi.com,,Salesforce
11067010,Inactive Investor,Teresa Galaviz,,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",,,Salesforce
11080342,Inactive Investor,Peter Deutsch,,PFS Investments Inc. Menomonie WI 500 Main St E,peter.deutsch@primerica.com,,Salesforce
11121880,Inactive Investor,Kerry Romstad,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Napa CA 935 Franklin St",kerry.romstad@schwab.com,,Salesforce
11145420,Inactive Investor,Mark Wolkstein,Financial Advisor;Portfolio Manager,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,,,Salesforce
10489592,,Joseph Kotowski,Investment Advisor,Fisher Investments,j.kotowski@fi.com,,List Import
10807221,Inactive Investor,Sheila Eubanks,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MO 1630 E Bradford Pkwy",sheila_eubanks@ml.com,,Salesforce
10801560,Inactive Investor,Thomas Luing,,"Capital Management Securities, Inc.",tluing@cap-mgt.com,,Salesforce
11187033,Inactive Investor,Michael McKeever,Private Client Financial Advisor,"Citizens Securities, Inc. Horsham PA 822 Welsh Rd",michael.mckeever@citizenssecurities.com,,Salesforce
10842947,Inactive Investor,Jason Armbruster,Financial Advisor,Edward Jones Lawrenceburg TN 15 Public Sq,jason.armbruster@edwardjones.com,,Salesforce
167046,,Michael Givan,,[Unknown],michael.e.givan@gmail.com,,
10606363,,John Graziano,Wealth Manager,"TFS Securities, Inc.",johngraziano@ffpinc.com,201-823-1030,List Import
11110955,Inactive Investor,Monique Beck,,PFS Investments Inc. South Bend IN 22500 US Hwy 20,mbeck.xvp23@primerica.com,,Salesforce
9639406,,R Mark Jernigan,,,mark@cimarrongrp.com,,List import
163153,,Amaan Badruddin,,[Unknown],amaanbadruddin@hotmail.com,,Paid Social
11076062,Inactive Investor,Brian Hughes,Chief Compliance Officer;Owner;President,"Hughes Financial Group, LLC",bhughes@hughesfg.com,,Salesforce
11067380,Inactive Investor,Christopher Kirby,Senior Business Consultant,"Osaic Wealth, Inc.",,,Salesforce
10929663,Inactive Investor,William Bradley,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
11074408,Inactive Investor,John Morris,Chief Compliance Officer;Founding Member;Managing Member,"Seraphim Capital Management, LLC",jmorris@seraphimcapitalmanagement.com,,Salesforce
9625400,,Terri KELLER,,,ttsjk1@gmail.com,,List import
10898198,Inactive Investor,Tom Boling,Executive Vice President;Partner,Kavar Capital Partners,tom@kavarcapital.com,,Salesforce
9609692,,Jiajun Du,,,dujiajun0425@gmail.com,,List import
11008423,Inactive Investor,Kevin Kennedy,,"Crescent Securities Group, Inc.",,,Salesforce
9610758,,Greg Stewart,,,dgsconsulting97@gmail.com,,List import
11091894,Inactive Investor,Anuj Desai,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anuj.d.desai@jpmorgan.com,,Salesforce
116729,,Thomas Getty,Financial Advisor,"Securities America Advisors, Inc.",thomas.getty@securitiesamerica.com,,
9581713,,Erin Foote,,,efoote@frontierasset.com,,List import
9573105,,Lee Marzini,,,lee.marzini@fidelity.com,,List import
10881406,Inactive Investor,Meg Gentry,Director - Qualified Plan Accounts;Investment Advisor,"Chartmark Investments, Inc.",meg@chartmark.com,,Salesforce
10856114,Inactive Investor,Lisa Landry,,"Allstate Financial Services, LLC",lisalandry@allstate.com,,Salesforce
342745,,Joshua Damon,Managing Director,Madison Dearborn Partners,jdamon@mdcp.com,312-895-1000,Manual List Upload
235774,, -,,[[Unknown]],jsahota67@gmail.com,,Organic Search
10882789,Inactive Investor,Ryan Welle,,"Raymond James Financial Services, Inc. Bemidji MN 1600 Paul Bunyan Dr NW",ryan.welle@raymondjames.com,,Salesforce
9608015,,Kevin Baker,,,kbaker@bakerresearchgroup.com,,List import
11055249,Inactive Investor,Jill Willis,Financial Advisor;Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",jill.willis@rbc.com,,Salesforce
10977861,Inactive Investor,George Mcbride,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,george_mcbride@vanguard.com,,Salesforce
10925860,Inactive Investor,Daniel Gonzales,Financial Advisor,Edward Jones Castroville TX 1030 Country Ln,daniel.gonzales@edwardjones.com,,Salesforce
11161196,Inactive Investor,Jontamrod Sanders,Regional Leader,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,jontamrod.sanders@primerica.com,,Salesforce
11136860,Inactive Investor,Bryan Norman,,"Cambridge Investment Research, Inc. Cleveland TN 420 Central Ave NW",,,Salesforce
11040218,Inactive Investor,Lisa Michaelson,Associate Wealth Advisor,Fellowship Financial Group,lisa@fellowshipia.com,,Salesforce
10969223,Inactive Investor,Miguel Fernandez,,Key Investment Services LLC Hamden CT 2856 Whitney Ave,miguel.fernandez@key.com,,Salesforce
11080308,Inactive Investor,Shanina Jones,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,,,Salesforce
10807532,Inactive Investor,Matthew Bish,Financial Advisor,Edward Jones Oswego IL 1116 Douglas Rd,matthew.bish@edwardjones.com,,Salesforce
9547985,,Pablo Rebolini,,,rebolini.pablo@gmail.com,,List import
10613332,,John Calarco,"Financial Advisor, Senior Financial Advisor, Vice President",,john.calarco@ml.com,,List Import
10933911,Inactive Investor,Jill Moosbrugger,,"Wells Fargo Clearing Services, LLC Rochester MN 1701 Greenview Pl SW",jill.moosbrugger@wellsfargo.com,,Salesforce
10980041,Inactive Investor,Mckinley Baggett,,J.P. Morgan Securities LLC Oswego IL 2310 US Hwy 34,mckinley.p.baggett@chase.com,,Salesforce
370367,,Attila Szabo,,,attila777@roadrunner.com,864-270-3751,Salesforce
11200706,Inactive Investor,Ryan Schrift,,"Independent Advisor Alliance, LLC Belmont NC 27 E Catawba St",,,Salesforce
10799354,Inactive Investor,Jane Carmody,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Melville NY 510 Broadhollow Rd",jane.carmody@wfafinet.com,,Salesforce
9616904,,Richard Crummell,,,reeemmmy1@gmail.com,,List import
9586504,,Charles Cothran,,,ccothran1@att.net,,List import
10920267,Inactive Investor,Maureen Mcgreevy,Financial Advisor,LPL Financial LLC Freehold NJ 389 US Hwy 9,maureen.mcgreevy@lpl.com,,Salesforce
10962025,Inactive Investor,Jonathan Cleveland,Premier Banker,"Wells Fargo Clearing Services, LLC Cornelius NC 19409 Jetton Rd",,,Salesforce
11058215,Inactive Investor,Brian Chan,,"Osaic Wealth, Inc. Diamond Bar CA 21671 Gateway Center Dr",bchan@osaicwealth.com,,Salesforce
9636560,,Mark Macpherson,,,mmacpherson@manning-napier.com,,List import
10925891,Inactive Investor,Megan Miller,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11084970,Inactive Investor,Blake Bertea,Vice President,J.P. Morgan Securities LLC Newport Beach CA 660 Newport Center Dr,blake.bertea@jpmorgan.com,,Salesforce
10965598,Inactive Investor,Matthew Albritton,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,matthew.albritton@lpl.com,,Salesforce
11166635,Inactive Investor,Brandon Tort,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10818539,Inactive Investor,Neimia Pineda,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",neimia.pineda@ml.com,,Salesforce
9596897,,Eric Pailing,,,epailing@financialengines.com,,List import
374130,,Eric Hochman,,Canaccord Genuity,emh118@gmail.com,212 389 8161,Webinar
9548753,,Kellie Masters,,,kmasters@mhcscpa.com,,List import
10915861,Inactive Investor,Richard Weidrick,Chief Compliance Officer;Managing Member,Summit Wealth Management LLC,rich@swm1.us,,Salesforce
9596356,,Richard Joines,,,rick@fsrwm.com,,List import
11059664,Inactive Investor,Derrick Angradi,,"OneAmerica Securities, Inc.",derrick.angradi@oneamerica.com,,Salesforce
11184365,Inactive Investor,Brian Mariano,Associate Planner,"MML Investors Services, LLC Atlanta GA 7000 Peachtree Dunwoody Rd",bmariano@massmutual.com,,Salesforce
221763,,David Felsen,,[Unknown],davfelsen@gmail.com,,Organic Search
10767912,Inactive Investor,Douglas Erlacher,Financial Advisor,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",douglas.c.erlacher@wellsfargo.com,,Salesforce
9601963,,John Mcclure,,,jmcclure@profitscore.com,,List import
9634398,,Alexander Jacobson,,,alex.russell.jacobson@gmail.com,,List import
10979958,Inactive Investor,Worth Johnson,,Momentum Independent Network Inc.,worth.johnson@momentumin.com,,Salesforce
10643996,,Marcus Trivedi,,,mtrivedi@parklandrep.com,,List Import
10792993,Inactive Investor,Craig Richards,Chief Executive Officer,"S&A Financial Services, Inc. Scott City KS 106 E 6th St",craig@shepardfinancial.com,,Salesforce
11131898,Inactive Investor,William Soltow,,Smith & Wyatt,william@smithwyatt.com,,Salesforce
9561416,,Scott Adams,,,sadams@cacu.com,,List import
10834585,Inactive Investor,Stanley Edgell,Chief Compliance Officer;President,"Strategic Planning, Inc.",stan@stgplan.com,,Salesforce
11031390,Inactive Investor,Robert Stoudt,,"Raymond James Financial Services, Inc. Reading PA 1103 Rocky Rd",robert.stoudt@raymondjames.com,,Salesforce
11049229,Inactive Investor,Sherry Lin,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,lins@ft.newyorklife.com,,Salesforce
10819946,Inactive Investor,William Conway,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,wrconway@ft.newyorklife.com,,Salesforce
9591526,,Carl Chang,,,cchang@redwoodre.com,,List import
11104746,Inactive Investor,John Kay,,LPL Financial LLC Larchmont NY Private Residence,john.kay@lpl.com,,Salesforce
1002676,Inactive Investor,Rebecca Macsovits,Chief Brand Officer,Kemmons Wilson Companies,rmacsovits@kwilson.com, +1 901 346 8800,
10958978,Inactive Investor,Robert Peterson,Financial Advisor,J.P. Morgan Securities LLC Downers Grove IL 6241 Main St,robert.peterson@jpmorgan.com,,Salesforce
11066640,Inactive Investor,Michael Pirrotta,Investment Consultant,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",,,Salesforce
11159868,Inactive Investor,Edward Miller,Chief Investment Officer,"Measured Wealth Private Client Group, LLC",emiller@measuredwealth.net,,Salesforce
10979471,Inactive Investor,Benjamin Lucido,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,benjamin.lucido@fidelity.com,,Salesforce
10929104,Inactive Investor,Brian Klazmer,,"Equitable Advisors, LLC Bala Cynwyd PA 40 Monument Rd",brian.klazmer@equitable.com,,Salesforce
10843510,Inactive Investor,Kimberly Tanney,,Lincoln Investment West Hurley NY 33 Basin Rd,ktanney@lincolninvestment.com,,Salesforce
10606761,,Richard Johnston,"Founder, Portfolio Manager",Hardman Johnston Global Advisors LLC,rj@johnstonasset.com,203-324-4722,
10923996,Inactive Investor,Salvatore Farina,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,sfarina04@ft.newyorklife.com,,Salesforce
11108649,Inactive Investor,David Rand,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
9569373,,John Appleseed,,,cs.std@yandex.ru,,List import
332884,,Ryan Farias,Portfolio Manager,"Segment Wealth Management, Llc",ryan.farias@segmentwm.com,713-800-7150,Manual List Upload
10963515,Inactive Investor,Naing Lin,Senior Financial Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",,,Salesforce
10928878,Inactive Investor,Thomas Rouse,,"Raymond James & Associates, Inc.",thomas.rouse@raymondjames.com,,Salesforce
11233121,Inactive Investor,Andrew Leuzzi,,J.P. Morgan Securities LLC Chicago IL 238 N State St,,,Salesforce
9645783,,Dave Vashey,,,vasheymechanical516@yahoo.com,,List import
11291374,,Nate Larrivee,,,nate.larrivee@gmail.com,,Web Form Fillout
11091626,Inactive Investor,Mark Castillo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",mark.castillo@tdameritrade.com,,Salesforce
10657858,,Jacquelin Holland,,,jackie.grantholland.l8gb@statefarm.com,,List Import
10897145,Inactive Investor,Jennifer Gilroy,,"Raymond James Financial Services, Inc. Archbold OH 307 N Defiance St",jennifer.gilroy@raymondjames.com,,Salesforce
10970482,Inactive Investor,Michael Starego,,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",michael.starego@equitable.com,,Salesforce
10789100,Inactive Investor,Jillian Vasquez,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10661532,,Ram Gandikota,,,rgandikota@ativocapital.com,,List Import
9638394,,Jack Hon,,,jack.hon@wide-growth.com,,List import
11100885,Inactive Investor,Deborah Fix,Portfolio Associate,Morgan Stanley Syracuse NY 250 S Clinton St,debi.fix@morganstanley.com,,Salesforce
11097999,Inactive Investor,Samuel Hoeck,Senior Vice President;Senior Wealth Manager,Lido San Diego CA 3655 Nobel Dr,shoeck@lidoadvisors.com,,Salesforce
347647,,Christopher Jennings,Associate Advisor,Heron Wealth,christopherjennings@heronwealth.com,800-994-3766,Manual List Upload
11073247,Inactive Investor,Paul Tamagni,Financial Planner,"Northeast Planning Associates, Inc. Milford MA 227 Main St",ptamagni@northeastplanning.com,,Salesforce
9579573,,Mark Kravietz,,,mkravietz@hightoweradvisors.com,,List import
10836821,Inactive Investor,Michael Bisaro,Chief Executive Officer;President,Straightline,mbisaro@myrplan.com,,Salesforce
11068622,Inactive Investor,Scott Reinke,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,scott.reinke@fmr.com,,Salesforce
9633414,,Pedro Perez,,,pedro1millon@gmail.com,,List import
11034903,Inactive Investor,Francis Zamorski,,"World Investments, Inc.",,,Salesforce
10488937,,Anup Bhatt,Senior Investment Professional,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,anup.c.bhatt@jpmorgan.com,,List Import
10993007,Inactive Investor,Thomas Goebel,,NYLIFE Securities LLC Magnolia TX Private Residence,tgoebel01@ft.newyorklife.com,,Salesforce
48021,,Noreen Phalon,"Director - Product Management, Senior Vice President",The Huntington Investment Company,noreen.phalon@huntington.com,630-907-4500,
373979,,Craig Longo,,[Unknown],craig.longo@dell.com,,source
10898098,Inactive Investor,Joshua Howard,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",joshua.t.howard@nm.com,,Salesforce
345658,,Charlie Velie,Senior Analyst,Prophet Equity Management Ii Llc,cvelie@prophetequity.com,817-898-1500,Manual List Upload
10834649,Inactive Investor,Maureen Amritt,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",maureen.amritt@ml.com,,Salesforce
349894,,Craig Garner,Financial Advisor,Eldridge Investment Advisors Inc,cgarner@eldridgeco.com,603-625-8559,Manual List Upload
97071,,Brad Gilbert,,United States,bradleydgilbert@gmail.com,,
11116248,Inactive Investor,Christopher Junquet,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",christopher.junquet@ml.com,,Salesforce
10858204,Inactive Investor,Giuseppe Mauceli,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",giuseppe.mauceli@wellsfargoadvisors.com,,Salesforce
10956647,Inactive Investor,Nicholas Negron,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 4511 Weston Rd",,,Salesforce
10876272,Inactive Investor,Clarice Schmidt,Associate,Thrivent Investment Management Inc. San Antonio TX 15900 La Cantera Pkwy,clarice.schmidt@thrivent.com,,Salesforce
10966987,Inactive Investor,Matthew Deboer,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Naperville IL 2056 Westings Ave",matthew.deboer@wellsfargoadvisors.com,,Salesforce
11219218,,Christopher Frazzetta,,,chris.frazzetta@lpl.com,,Other
10876785,Inactive Investor,Ruikang Wang,,Goldman Sachs & Co.,,,Salesforce
11158932,Inactive Investor,Jacob Ray,Chief Compliance Officer;Director - Financial Planning;Managing Member;Partner,Colorado Wealth Group LLC,jray@coloradowealthgroup.com,,Salesforce
9617584,,Kyle Lattner,,,klattner@waudcapital.com,,List import
10841148,Inactive Investor,Abel Scilingo,Client Service Associate,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,abel.scilingo@ubs.com,,Salesforce
9591480,,Nia Kurniasih,,,nia34641@gmail.com,,List import
10817096,Inactive Investor,Thomas Pilling,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,thomas.pilling@fidelity.com,,Salesforce
10837021,Inactive Investor,Joseph Feola,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Sewickley PA 2100 Georgetown Dr,joseph.feola@morganstanley.com,,Salesforce
11013315,Inactive Investor,Garrett Milchin,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",garrett.milchin@bernstein.com,,Salesforce
11159496,Inactive Investor,Debra Peters,,"Wealth Management Services, LLC",,,Salesforce
11095666,Inactive Investor,Cyle Sherman,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Walnut Creek CA 1333 N California Blvd,cyle.sherman@morganstanley.com,,Salesforce
11046201,Inactive Investor,Robert Brunelli,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",robert.brunelli@ml.com,,Salesforce
5198553,,mike montes,,,mikeo.business@gmail.com,,Web Form Fillout
10775706,Inactive Investor,Blaise Robeson,,The Huntington Investment Company Charleston WV 500 Lee St E,,,Salesforce
10991620,Inactive Investor,Danielle Brandli,Wealth Advisor,Merriman,danielle@merriman.com,,Salesforce
10828063,Inactive Investor,Connor Aronis,Financial Advisor,Edward Jones Wichita KS 7570 W 21st St N,connor.aronis@edwardjones.com,,Salesforce
11173121,Inactive Investor,Scott Schaul,,"Pinnacle Investments, LLC Norwood MA Private Residence",,,Salesforce
10963114,Inactive Investor,Della Stegall,Chief Compliance Officer;Owner,"Fruit of the Vine Financial, LLC",della@fruitofthevinefinancial.com,,Salesforce
10818566,Inactive Investor,Guy Anderson,,Cetera Advisor Networks LLC Towson MD 305 W Chesapeake Ave,guy.anderson@ceterawealth.com,,Salesforce
9570755,,leonardo hsu,,,leonardoalexhsu@gmail.com,,List import
10876588,Inactive Investor,Jeremy Tuel,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",jeremy.tuel@tiaa.org,,Salesforce
10970432,Inactive Investor,Renato Matias,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,rmatias@ft.newyorklife.com,,Salesforce
9557390,,Albert Hwang,,,albert@consiliumwm.com,,List import
11170830,Inactive Investor,Michelle Swinney,Director - Operations;Regulatory Contact,"Ausdal Financial Partners, Inc.",michelleswinney@ausdal.com,,Salesforce
10659798,,Diane Weber,,,diane.weber@rbc.com,,List Import
229365,, -,,[[Unknown]],matt3449@gmail.com,,
10899706,Inactive Investor,Keith Novak,Financial Advisor,LPL Financial LLC Leawood KS 7007 College Blvd,keith.novak@lpl.com,,Salesforce
9567315,,Garrett Nagle,,,gtnaglejr@garrettnagle.com,,List import
11047128,Inactive Investor,Ryan Wall,Wealth Advisor,Terra Wealth Washington UT Private Residence,ryan@terrawealth.com,,Salesforce
347554,,David Cullen,President,Evident Financial,david@allstreetfinancial.com,814-425-5182,Manual List Upload
11126016,Inactive Investor,Gina Dichiara,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",gdichiara@tiaa-cref.org,,Salesforce
9556836,,Timothy Scaturro,,,timothy.scaturro@voyafa.com,,List import
10911593,Inactive Investor,Melinda Walton,Financial Advisor,"Concourse Financial Group Securities, Inc. Harrisonburg VA 1675 Virginia Ave",melinda.walton@concoursefinancial.com,,Salesforce
11145169,Inactive Investor,Mark Roberts,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",mark.roberts@valic.com,,Salesforce
10846324,Inactive Investor,Ellen Fuentes,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Long Island City NY 30-10 41st Ave",,,Salesforce
10819862,Inactive Investor,John Ellis,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,john.ellis@morganstanley.com,,Salesforce
10785121,Inactive Investor,Stephen Whatley,Financial Advisor,Edward Jones Batesville MS 107 Public Sq,stephen.whatley@edwardjones.com,,Salesforce
11109289,Inactive Investor,Makayla Brewington,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,makayla.brewington@fidelity.com,,Salesforce
11157077,Inactive Investor,Alexander Quinn,,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",alexander.quinn@wellsfargo.com,,Salesforce
9553132,,Jeff Cefalia,,,jeff@cefaliadevelopment.com,,List import
11156057,Inactive Investor,Dana Rudnick,Financial Advisor,LPL Financial LLC Bismarck ND 1929 N Washington St,dana.rudnick@lpl.com,,Salesforce
10766539,Inactive Investor,Clyde Chandler,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,clyde.chandler@fidelity.com,,Salesforce
11235705,Inactive Investor,Jeffrey Martin,Chief Compliance Officer;Investment Advisor Representative,Safety First Wealth Management,jm@sfinancialwm.net,,Salesforce
11140258,Inactive Investor,Kirk Haines,,D.A. Davidson & Co. Dublin OH 5115 Parkcenter Ave,khaines@dadco.com,,Salesforce
11108127,Inactive Investor,Amanda Wolfe,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",amanda_wolfe@ml.com,,Salesforce
11136099,Inactive Investor,Thomas Tulley,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",tom.tulley@nm.com,,Salesforce
9615313,,Orlando Esson,,,orlando.esson@carmazen.com,,List import
10882549,Inactive Investor,Caitlin Chrane,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",caitlin.chrane@ml.com,,Salesforce
9632969,,David Ficadenti,,,david.ficadenti@gmail.com,,List import
10986135,Inactive Investor,Veronica Salaices,,PFS Investments Inc. Peoria AZ 8476 W Thunderbird Rd,vsalaices@primerica.com,,Salesforce
10754752,Inactive Investor,Glenn Compton,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,glenn.m.compton@citi.com,,Salesforce
11074049,Inactive Investor,Ryan Essick,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",ryan.essick@ml.com,,Salesforce
11208035,Inactive Investor,Manuel Luna,,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,manuel_luna@glic.com,,Salesforce
11094682,Inactive Investor,Diana Hushtyuk,,PFS Investments Inc. Roseville CA 1200 Melody Ln,diana.hushtyuk@primerica.com,,Salesforce
9592789,,Phillip Gebben,,,bgebben@abscap.com,,List import
11092064,Inactive Investor,Teresa Garrett,,"CUSO Financial Services, L.P.",tgarrett@cusonet.com,,Salesforce
10765225,Inactive Investor,Michele Newhouse,,"Wealth Enhancement Brokerage Services, LLC",mnewhouse@wealthenhancement.com,,Salesforce
10915378,Inactive Investor,Keith Soltis,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,ksoltis@pksinvest.com,,Salesforce
206548,,Evan Marks,Product Review,Edward Jones Investments,evan.marks@edwardjones.com,,News & Research
9569037,,Douglas Roth,,,droth@calton.com,,List import
11022606,Inactive Investor,Richard Spadafora,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",rich.spadafora@usbank.com,,Salesforce
11219469,,Adam Byard,,,adam.byard@troweprice.com,,Other
10659977,,Kevin Eifert,,,keifert@williamblair.com,,List Import
11182428,Inactive Investor,Jonathon Olivas,Chief Compliance Officer;Managing Member;Owner;Wealth Advisor,"AdvoWealth Advisors, LLC",johnny@advowealth.com,,Salesforce
10874449,Inactive Investor,David Derrick,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10892574,Inactive Investor,Megan Wetta,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",megan.pickett@nm.com,,Salesforce
11024953,Inactive Investor,Karen Xiang,,First Liberties Financial,,,Salesforce
10951843,Inactive Investor,Ethan Mashburn,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",ecmashburn@firsthorizon.com,,Salesforce
11007518,Inactive Investor,Luis Osawa Guerrero,,"Monex Securities, Inc.",,,Salesforce
10883828,Inactive Investor,Eduardo Arzola,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
9546193,,Eric Picchetti,,,eric@percheronpartnersllc.com,,List import
10801561,Inactive Investor,Tara Balabushka,,"HighTower Securities, LLC",tbalabushka@hightoweradvisors.com,,Salesforce
10347880,,tested test,,,pedro@test.com,,Web form fillout
10964671,Inactive Investor,Myla Barnett,,Goldman Sachs & Co.,,,Salesforce
11133789,Inactive Investor,Monte Peterson,,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",mpeterson@brokersifs.com,,Salesforce
9621651,,Martha Quevedo,,,aero17designs@aol.com,,List import
10869756,Inactive Investor,Anna Slovis,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
249300,,Steven Kraemer,,Copenhagen Management,skraemer1988@yahoo.com,9173744897,Manual List Upload
10901487,Inactive Investor,Nariman Mihrzad,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,mike.mihrzad.fd6x@statefarm.com,,Salesforce
10959745,Inactive Investor,George Douglas,Chief Investment Officer,"Integra Wealth Advisors, LLC",gdouglas@integrawealthadvisors.com,,Salesforce
9630998,,Nico Cesar,,,nico@nicocesar.com,,List import
10606744,,Steffanie Arduini,Client Relationship Manager,Commonwealth Financial Network,shargus@soundviewfa.com,800-656-0098,List Import
10976794,Inactive Investor,Alison Lockwood,,Vanguard Marketing Corporation,alison_lockwood@vanguard.com,,Salesforce
241255,Inactive Investor,Gregory Kelly,,John Hancock,gkelly@jhancock.com,(617) 663-2400,Database Upload
11182721,Inactive Investor,Ruth Kennedy,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,ruth.kennedy@primerica.com,,Salesforce
10876828,Inactive Investor,Benjamin Frey,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer;Partner,"Epiq Partners, LLC",bbf@epiqpartnersllc.com,,Salesforce
11015257,Inactive Investor,Tara Jennings,,Mutual of America Securities LLC Nashville TN 555 Marriott Dr,tara.jennings@mutualofamerica.com,,Salesforce
11029220,Inactive Investor,Lyssa Grimaldo,Shareholder;Wealth Manager,LNW,lgrimaldo@lnwadvisors.com,,Salesforce
9583591,,Joe Leo,,,jleo@eticony.com,,List import
9610629,,Abdul Majeed Najm,,,abdulanajm@gmail.com,,List import
11055384,Inactive Investor,John Yu,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jqyu@ft.newyorklife.com,,Salesforce
10805342,Inactive Investor,Joseph Ford,Financial Advisor,Edward Jones Allison Park PA 4960 William Flynn Hwy,joe.ford@edwardjones.com,,Salesforce
11192762,Inactive Investor,Ric Edgmon,Financial Advisor,"Wells Fargo Clearing Services, LLC Mansfield TX 3000 Matlock Rd",ric.e.edgmon@wellsfargo.com,,Salesforce
9542133,,Ryan Messner,,,ryanmessner83@gmail.com,,List import
10900374,Inactive Investor,Bryan Labadia,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,bryan_labadia@vanguard.com,,Salesforce
9559221,,Donald Fitzgerald,,,dfitzgerald@massmutual.com,,List import
10826039,Inactive Investor,Maria Maus,,Cetera Advisor Networks LLC Tarrytown NY 303 S Broadway,mausm@ceteranetworks.com,,Salesforce
9556099,,Martin Murrer,,,mmurrer@muirfieldcap.com,,List import
11127627,Inactive Investor,Udo Herges,Chief Compliance Officer;Chief Executive Officer;Founder,Herges Capital Management,udo@hergescapital.com,,Salesforce
9646534,,Vera Wei,,,vera.wei@citadelsecurities.com,,List import
9621867,,Mohamad Lee,,,celim81112@bcpfm.com,,List import
9616306,,Ferrara John,,,john.ferrara@citi.com,,List import
9588381,,Ole Praegel,,,opraegel@hotmail.com,,List import
371383,,John James,Founder/Principal,Arboretum Capital Management,jwjames@gmail.com,,Metaverse-Report
11135678,Inactive Investor,Megan Ringwelski,Financial Advisor,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",megan.ringwelski@raymondjames.com,,Salesforce
10617995,,James King,,,james.p.king@wellsfargoadvisors.com,,List Import
339251,,Therese Govern,Managing Member,Therese Govern Financial Advisors Llc,tgovern@governadvisors.com,206-357-8538,Manual List Upload
10762510,Inactive Investor,Christopher Bell,Director;Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,cbell@rockco.com,,Salesforce
9572941,,William Jordan,,,jordan.bill@principal.com,,List import
215643,,William Meek,,[Unknown],meekwg@comcast.net,,
10935814,Inactive Investor,Jed Fisher,,"Allstate Financial Services, LLC Scottsdale AZ 10405 E McDowell Mountain Ranch Rd",jedfisher1@allstate.com,,Salesforce
9620811,,Robert Lynn,,,robert.lynn94@gmail.com,,List import
10837194,Inactive Investor,John Webermeier,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Tampa FL 100 N Tampa St,john.webermeier@morganstanley.com,,Salesforce
11117795,Inactive Investor,Rachel Hyatt,,Key Investment Services LLC Gilbertsville PA 1050 E Philadelphia Ave,rachel.hyatt@key.com,,Salesforce
11168465,Inactive Investor,Patricia Beard,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,patricia.beard@fidelity.com,,Salesforce
9594004,,Michael Ogalo,,,mikepraise1@gmail.com,,List import
11163767,Inactive Investor,Raymundo Castorena,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10869324,Inactive Investor,Bradley Sayre,Chief Compliance Officer;President;Wealth Manager,Shared Vision Wealth Group,brad.sayre@sharedvisionwealth.com,,Salesforce
371208,,thomas dee,,[Unknown],thomasjdee@gmail.com,,source
10830003,Inactive Investor,James Schubert,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Warren NJ 15 Independence Blvd,james.schubert@morganstanley.com,,Salesforce
10762665,Inactive Investor,Michelle Gravelle,Financial Advisor,LPL Financial LLC New Baltimore MI 51050 Washington St,michelle.gravelle@lpl.com,,Salesforce
11134297,Inactive Investor,Gregory Stephens,,Momentum Independent Network Inc. San Angelo TX 3505 Wildewood Dr,gstephens@hilltopnetwork.com,,Salesforce
10832218,Inactive Investor,Austin Warner,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",austin.warner@nm.com,,Salesforce
185283,,Tia Safford,,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,tia.safford@fidelity.com,,
10983036,Inactive Investor,Erica Mata,,"Northwestern Mutual Investment Services, LLC Kennewick WA 8479 W Clearwater Ave",erica.mata@nm.com,,Salesforce
9545950,,Brian Stormont,,,bstormont@insight2wealth.com,,List Import
193956,,RANDY RUPAN,HEAD OF LIQUIDITY ANALYSIS,LMAX GROUP,randy.rupan@lmax.com, +1(917) 549-779,
11048552,Inactive Investor,Theodore Franklin,,State Farm VP Management Corp. Houston TX 6128 Richmond Ave,,,Salesforce
11155676,Inactive Investor,Michael Pultro,,LPL Financial LLC New Britain PA Private Residence,michael.pultro@lpl.com,,Salesforce
9610107,,Richard Salvato,,,thesalvatoconsortium@protonmail.com,,List import
9625795,,Elmard Olet,,,elmard7olet@yahoo.com,,List import
8480520,,dave lewis,,Maven productions,dave.lewis@comcast.net,(617) 212-5429,List Import
11177818,Inactive Investor,Oliver Wolcott,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,oliver.wolcott@morganstanley.com,,Salesforce
11035093,Inactive Investor,Edward Mansour,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",edward.mansour@wellsfargo.com,,Salesforce
10790519,Inactive Investor,Jason Madison,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",jason.madison@wellsfargoadvisors.com,,Salesforce
11095883,Inactive Investor,Thomas Grimm,,"Kingswood Capital Partners, LLC Waxhaw NC 400 E South Main St",,,Salesforce
10830298,Inactive Investor,Sally Kirkpatrick,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",sally.kirkpatrick@rbc.com,,Salesforce
10907526,Inactive Investor,John Kelly,Chief Compliance Officer;Founding Member;Owner;Vice President,"Heritage Advisors Group, Inc.",johnb@heritage-advisors.com,,Salesforce
11083256,Inactive Investor,Beth Castantini,Financial Advisor,Commonwealth Financial Network Newburyport MA 1 Harris St,bcastantini@commonwealth.com,,Salesforce
10754390,Inactive Investor,Samuel Bachelder,Financial Advisor,Morgan Stanley Boston MA 28 State St,sam.bachelder@morganstanley.com,,Salesforce
10860923,Inactive Investor,Merilyn Corpuz,,"Transamerica Financial Advisors, Inc Costa Mesa CA 950 S Coast Dr",merilyn.corpuz@tfaconnect.com,,Salesforce
224666,,Darren Matadeen,,[Unknown],matadeengroup@gmail.com,,
10869098,Inactive Investor,Ryan Smarr,,"Allstate Financial Services, LLC Shawnee KS 19705 W 65th Ter",ryansmarr@allstate.com,,Salesforce
11121578,Inactive Investor,Bryan Spain,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,bdspain@ft.newyorklife.com,,Salesforce
11232581,Inactive Investor,William Dettmers,,"Empower Financial Services, Inc Saint Charles MO Private Residence",william.dettmers@empower.com,,Salesforce
10860363,Inactive Investor,Todd Schroeder,Financial Planner;Managing Partner;Partner,MONECO Advisors New Canaan CT 175 Elm St,todd@monecoadvisors.com,203.594.1607,Salesforce
11127486,Inactive Investor,Joseph Oakes,Investment Advisor Representative,"Osaic Wealth, Inc. Rumson NJ 20 Bingham Ave",,,Salesforce
9576551,,Martin Ros,,,deawi@seznam.cz,,List import
77442,,Ann Rigsby,,"Dreggors, Rigsby & Teal, PA",arigsby@drtcpa.com,,
11151081,Inactive Investor,Eric Gregoire,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,eric.gregoire@fmr.com,,Salesforce
9595892,,Hien Nguyen,,,laziistar@gmail.con,,List import
9618925,,Ali Memaran-Dadgar,,,ali.dadgar@latticecm.com,,List import
9624955,,Dennis Peeters,,,dennis_peet@hotmail.com,,List import
10646569,,Karalee Myers-Artzer,,,karalee.myers@ubs.com,,List Import
10898832,Inactive Investor,Carol Robbins-Garrett,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,carol.robbinsgarrett@primerica.com,,Salesforce
11019753,Inactive Investor,Lorena Morales Ontiveros,,J.P. Morgan Securities LLC Canoga Park CA 6633 Topanga Canyon Blvd,,,Salesforce
225933,, -,,[[Unknown]],oneoldfoxietom2@gmail.com,,Initial Salesforce Import
10489917,,Charles Evans,Partner,Astra Wealth Management Group,andyevans@astrawmg.com,,List Import
9630069,,Nik Danoff,,,nikolas.danoff@gmail.com,,List import
10830561,Inactive Investor,Mark Lajoie,Financial Advisor,"Wells Fargo Clearing Services, LLC Colorado Springs CO 500 N Circle Dr",mark.lajoie@wellsfargo.com,,Salesforce
9601409,,Ryan Cross,,,ryan.cross@global.komatsu,,List import
10821755,Inactive Investor,Andrew Hong,Assistant Vice President;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",andrew.hong@ml.com,,Salesforce
11017117,Inactive Investor,Matthew Newman,Senior Financial Advisor;Vice President,"High Probability Advisors, LLC Buffalo NY 100 Corporate Pkwy",mnewman@highprobabilityadvisors.com,,Salesforce
340462,,Nicholas Keches,Vice President,"Glouston Capital Partners, Llc",nkeches@glouston.com,617-587-5300,Manual List Upload
9593675,,Jessica Duran,,,jduran@tsgconsumer.com,,List import
11097318,Inactive Investor,Mark Baker,,"Raymond James Financial Services, Inc. Suwanee GA 1325 Satellite Blvd NW",mark.baker@raymondjames.com,,Salesforce
11117479,Inactive Investor,Marc Karstaedt,Executive Director;Portfolio Manager,J.P. Morgan Securities LLC New York NY 277 Park Ave,marc.karstaedt@jpmorgan.com,,Salesforce
11097409,Inactive Investor,Zachary Mcbride,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,zachary_mcbride@vanguard.com,,Salesforce
11058412,Inactive Investor,David Harjoe,Financial Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",david.harjoe@nm.com,,Salesforce
9584053,,John Davis,,,john@mentoradvisers.com,,List import
9586297,,Vance Paul,,,vanceppaul@live.com,,List import
10918957,Inactive Investor,Dorothy Yandle,,LPL Financial LLC Charlotte NC 8037 Corporate Center Dr,dorothy.yandle@lpl.com,,Salesforce
11081157,Inactive Investor,Kevin Appelbaum,,"Osaic Wealth, Inc. El Cajon CA Private Residence",kappelbaum@osaicwealth.com,,Salesforce
10914075,Inactive Investor,Dylan Price,Financial Advisor,Edward Jones Ozark MO 729 N 20th St,dylan.price@edwardjones.com,,Salesforce
11146041,Inactive Investor,Prasant Sahoo,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,"Mission Peak Investors, LLC",,,Salesforce
9576538,,Kenny Li,,,3li.kenny3@gmail.com,,List import
9567928,,Edward Puccio,,,edward@bkcoincapital.com,,List import
186603,,Heri Purwanto,,[Unknown],heripurwanto2806@gmail.com,,Organic Search
11082692,Inactive Investor,Bernard Lefils,Chief Compliance Officer;Managing Member,LeFils Wealth Management LLC,bernie@lefilscpa.com,,Salesforce
10964535,Inactive Investor,Steven Dennis,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,steven.dennis@morganstanley.com,,Salesforce
10769114,Inactive Investor,Melody Lazarowicz,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",melody.oonk@hantzgroup.com,,Salesforce
10910403,Inactive Investor,Gregory Smith,,"Raymond James Financial Services, Inc. Newberry FL 24836 W Newberry Rd",greg.smith@raymondjames.com,,Salesforce
11103809,Inactive Investor,Tyson Mavar,,LPL Financial LLC Austin TX 4718 Duval St,tyson.mavar@lpl.com,,Salesforce
11189279,Inactive Investor,Perry Williams,,Lincoln Investment Atlanta GA 1895 Phoenix Blvd,pwilliams@lincolninvestment.com,,Salesforce
9551455,,Nader Razavi,,,nader.razavi@uboc.com,,List import
11113031,Inactive Investor,Jesus Sanchez,,"Wells Fargo Clearing Services, LLC Houston TX 12859 Kimberley Ln",,,Salesforce
337448,,Michael Reale,Client Portfolio Manager,Act Advisors,michael.reale@lpl.com,828-398-2802,Manual List Upload
9597808,,Joshua Margulies,,,joshua.margulies@nipuncapital.com,,List import
11132596,Inactive Investor,James Gould,Chief Executive Officer;Chief Financial Officer;Manager;Member;President,Alesco Advisors LLC,,,Salesforce
10844256,Inactive Investor,Maile Huynh,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,maile.huynh@fidelity.com,,Salesforce
10768266,Inactive Investor,Jose Yepez Intriago,,Citigroup Global Markets Inc.,,,Salesforce
9598514,,Steven Frueh,,,sfrueh@sonnetinvest.com,,List import
11141686,Inactive Investor,Ellen Owens,Regional Vice President,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,ellen.owens@primerica.com,,Salesforce
11125119,Inactive Investor,Robert Boysen,Financial Advisor,Edward Jones Cody WY 1121 13th St,rob.boysen@edwardjones.com,,Salesforce
11199766,Inactive Investor,Lucie Lortz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",lucie.lortz@schwab.com,,Salesforce
10615692,,Thomas Dinges,,,tom.dinges@edwardjones.com,,List Import
10657876,,Mary Kincaid,,,mary.kincaid@ceterafs.com,,List Import
11017872,Inactive Investor,Allan Reta,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley New Albany OH 15 S High St,allan.reta@morganstanley.com,,Salesforce
11047307,Inactive Investor,Brandon Oruch,Financial Planner,"Pruco Securities, LLC. Fort Washington PA 580 Virginia Dr",brandon.oruch@prudential.com,,Salesforce
9633880,,M S,,,mdsprive@yahoo.com,,List import
10850102,Inactive Investor,Jessica Socquet,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",jessica.socquet@ml.com,,Salesforce
10908154,Inactive Investor,Wayne McCabe,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,wmccabe@ft.newyorklife.com,,Salesforce
10864539,Inactive Investor,James Bruce,,LPL Financial LLC Scottsdale AZ 11333 N Scottsdale Rd,james.bruce@lpl.com,,Salesforce
9601376,,Alyse Skidmore,,,alyse@northcastlepartners.com,,List import
11148997,Inactive Investor,Ryan Kiernicki,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",ryan.kiernicki@hantzgroup.com,,Salesforce
11042883,Inactive Investor,Nicholas Navetta,Financial Advisor,Edward Jones Ocala FL 814 E Silver Springs Blvd,nick.navetta@edwardjones.com,,Salesforce
10885136,Inactive Investor,Madeline Valente,Partner;Senior Wealth Advisor,"BlueSky Wealth Advisors, LLC Pleasanton CA 1811 Santa Rita Rd",madelinevalente@blueskywa.com,,Salesforce
10781695,Inactive Investor,Nighat Bashir,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 14400 Memorial Dr,,,Salesforce
372486,,Jerry D Johnson,,United States,jdjohnson1202@yahoo.com,,Salesforce
9632864,,Charles Montgomery,,,donxcarlos@gmail.com,,List import
11001157,Inactive Investor,Converse Chellis,,"Allstate Financial Services, LLC Summerville SC 437 N Main St",conversechellis@allstate.com,,Salesforce
10851633,Inactive Investor,Gregory Whitenack,,Sigma Financial Corporation Fort Wayne IN 9933 Dupont Cir Dr W,,,Salesforce
11142195,Inactive Investor,Joseph Pepenella,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",joseph.pepenella@nm.com,,Salesforce
11219017,,Stephen Hall,,,hallcraig@ceteranetworks.com,,Other
10937509,Inactive Investor,Rondol Davidson,,LPL Financial LLC Greensboro NC 620 Green Valley Rd,ron.davidson@lpl.com,,Salesforce
11022726,Inactive Investor,Jesse Perez,Financial Advisor;Managing Director,UBS Financial Services Inc. Sarasota FL 1819 Main St,jesse.perez@ubs.com,,Salesforce
11228941,Inactive Investor,Bryan Treadway,Associate,Edward Jones Kingwood TX 900 Rockmead Dr,,,Salesforce
142820,,Cheis Milt,,christakis16@hotmail.co.uk,christakis16@hotmail.co.uk,7853293488,Organic Search
10647361,,Laura Olmedo,,,lolmedo@financialguide.com,,List import
11153131,Inactive Investor,Darcie Scheuring,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",,,Salesforce
11192179,Inactive Investor,Scott Cole,Founder;President;Principal,ColeFP Hoover AL Private Residence,scott@colefp.com,,Salesforce
10766040,Inactive Investor,Charlie Kim,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,charlie.kim@ubs.com,,Salesforce
10974290,Inactive Investor,Alexander Collins,Investment Advisor,Park Avenue Securities LLC Bothell WA 22722 29th Dr SE,,,Salesforce
9610329,,r k,,,ramnik.xrp@gmail.com,,List import
11033953,Inactive Investor,Huey Griep,Associate Representative,Thrivent Investment Management Inc. Reedsburg WI 346 2nd St,huey.griep@thrivent.com,,Salesforce
10881834,Inactive Investor,Christian Ramos,Chief Compliance Officer;Vice President,"MAR Wealth Management Services, LLC",,,Salesforce
11033630,Inactive Investor,Elizabeth Wallace,,PFS Investments Inc. Englewood CO 6565 S Dayton St,egartner@primerica.com,,Salesforce
79187,,Arnold Abel,Wealth Advisor,Thrivent Investment Management Inc.,arnold.abel@thrivent.com,443-576-0041,
10782204,Inactive Investor,Michelle Hernandez Cortes,Client Service Lead,Robert W. Baird & Co. Incorporated,mhernandez@rwbaird.com,,Salesforce
372603,,Rui Vilas,,Portugal,rvilas1961@gmail.com,,Salesforce
10990194,Inactive Investor,Alisha Cannon,Vice President,LPL Financial LLC Lake Oswego OR 4949 Meadows Rd,alisha.cannon@lpl.com,,Salesforce
11043703,Inactive Investor,Jared Markham,,J.P. Morgan Securities LLC Santa Monica CA 2701 Wilshire Blvd,jared.markham@jpmorgan.com,,Salesforce
10961253,Inactive Investor,Oscar Orozco,,J.P. Morgan Securities LLC Woodland Hills CA 21600 Oxnard St,oscar.orozco@jpmorgan.com,,Salesforce
6327838,,Nima Alimoradian,,,Nima80s@gmail.com,,Web form fillout
11018089,Inactive Investor,James Bennett,,MWA Financial Services Inc. Winona MS 210 Summit St,james.bennett@modern-woodmen.org,,Salesforce
10963390,Inactive Investor,Steven Halvorson,,"Wells Fargo Clearing Services, LLC Minneapolis MN 300 Hwy 169 S",steven.halvorson@wfadvisors.com,,Salesforce
11098372,Inactive Investor,William Fochi,,"Cambridge Investment Research, Inc. Glastonbury CT 41B New London Tpke",,,Salesforce
10834080,Inactive Investor,William Anderson,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Lisle IL 4225 Naperville Rd,william.j.anderson@morganstanley.com,,Salesforce
11004218,Inactive Investor,Jaxon Farina,,Mutual of America Securities LLC Providence RI 500 Exchange St,jaxon.farina@mutualofamerica.com,,Salesforce
11033513,Inactive Investor,Murad Madadali,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,,,Salesforce
11178975,Inactive Investor,Hong Fan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",hong.fan@tdameritrade.com,,Salesforce
9590029,,Laton Spahr,,,laton.spahr@alpsinc.com,,List import
10790386,Inactive Investor,David Gwatkin,Financial Advisor,Edward Jones Lyndonville VT 61 Depot St,david.gwatkin@edwardjones.com,,Salesforce
11043636,Inactive Investor,Harrison Loewes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11110006,Inactive Investor,Jason Gergely,Financial Advisor,LPL Financial LLC Warsaw IN 122 W Market St,jason.gergely@lpl.com,,Salesforce
10494564,,Mark Berry,"Chief Compliance Officer, Managing Member, Partner","Purewater Capital, LLC",aberry@purewatercapital.com,,List Import
10968147,Inactive Investor,Michele Olsen,Chief Operating Officer,M2 Financial LLC,,,Salesforce
9636517,,Pedro Muros,,,p.fmuros@bcpadvisors.com,,List import
9586789,,Caitlin Farrell-starbuck,,,caitlin.farrell-starbuck@exoduspoint.com,,List import
10925275,Inactive Investor,John Doyle,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",john.doyle@nm.com,,Salesforce
10991890,Inactive Investor,Isaac Massey,,"MML Investors Services, LLC Minot ND 710 31st Ave SW",,,Salesforce
213920,,Craig Kern,,[[Unknown]],craig.kern1@gmail.com,,Direct
71102,,George Steelman,,"Transamerica Financial Advisors, Inc",george.steelman@transamerica.com,770-396-0721,
11112337,Inactive Investor,Yurong Zhang,,Citigroup Global Markets Inc.,,,Salesforce
11099786,Inactive Investor,Raffe Moroukian,Financial Advisor,LPL Financial LLC Albany NY 5 Computer Dr W,paul.moroukian@lpl.com,,Salesforce
10788653,Inactive Investor,Peter Schlicht,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Sewickley PA 1603 Carmody Ct",peter.f.schlicht@ampf.com,,Salesforce
11032209,Inactive Investor,Lance O'Neill,Chief Compliance Officer;Chief Executive Officer;Partner,B1B Financial Solutions,,,Salesforce
242581,,samer Hamed,Group MENA CFO,[Unknown],samer.hamed@msh-intl.com,9.71507E+11,Database Upload
10804009,Inactive Investor,John Marcolla,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chillicothe MO 899 Fairway Dr",,,Salesforce
10907382,Inactive Investor,Brian Noe,,"Osaic Wealth, Inc. Milford CT 1 Merwin Ave",,,Salesforce
11169717,Inactive Investor,Paul Antevy,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",pantevy@fmsbonds.com,,Salesforce
11001185,Inactive Investor,Brenda Anderson,,LPL Financial LLC Minneapolis MN 605 Boone Ave N,brenda.anderson@lpl.com,,Salesforce
11174219,Inactive Investor,Andrew Harris,,LPL Financial LLC El Paso TX 11323 Rojas Dr,andrew.harris@lpl.com,,Salesforce
10974276,Inactive Investor,Rashida Lilani,,"Osaic Wealth, Inc. Roseville CA 1624 Santa Clara Dr",,,Salesforce
11126741,Inactive Investor,Zachary Hobby,Chief Executive Officer;Co-Founder,Unified Wealth Management LLC,zhobby@unifiedwm.com,,Salesforce
2151133,,Ravi Saini,,,ravi6307633742@gmail.com,,
230746,, -,,[[Unknown]],news192329@protonmail.com,,
11079765,Inactive Investor,Gabriella Barbosa,,J.P. Morgan Securities LLC San Francisco CA 555 Mission St,gabriella.barbosa@chase.com,,Salesforce
9597763,,Corina Mccurdy,,,cmccurdy@wealthenhancement.com,,List import
11210483,Inactive Investor,Chase Rohrer,Associate Financial Advisor,"Ameriprise Financial Services, LLC Huntingdon PA 206 2nd St",chase.rohrer@ampf.com,,Salesforce
10917446,Inactive Investor,Dorete Ben-David,Owner,Ben-David Financial Planning Shingle Springs CA 6400 Mitchell Rd,dori@bendavidfp.com,,Salesforce
11202364,Inactive Investor,Rodrigo Lamadrid,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,rod.lamadrid@primerica.com,,Salesforce
11119800,Inactive Investor,John Vetrovec,Senior Vice President - Investments,Davenport & Company LLC,jvetrovec@investdavenport.com,,Salesforce
9600056,,Kaylynn Watts,,,kaylynn.watts@thinkingbeyond.com,,List import
9556809,,Adam Stempel,,,adam.stempel@bmo.com,,List import
9645557,,perry parker,,,perry.parker23@gmail.com,,List import
11035666,Inactive Investor,Casey Dearth,Assistant Vice President;Wealth Management Associate,Morgan Stanley Conshohocken PA 100 Front St,casey.dearth@morganstanley.com,,Salesforce
11018272,Inactive Investor,Shawna Miller,,LPL Financial LLC Cranberry PA 7029 US 322,shawna.miller@lpl.com,,Salesforce
10827682,Inactive Investor,David Newman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Syosset NY 6900 Jericho Tpke",davidnewman@ampf.com,,Salesforce
11114198,Inactive Investor,Hayley Hoegemeyer,Associate,Edward Jones Missouri City TX 6204 Hwy 6,,,Salesforce
11051982,Inactive Investor,Ronald Barteau,Financial Advisor,Edward Jones Saint Augustine FL 113 Nature Walk Pkwy,ron.barteau@edwardjones.com,,Salesforce
10616547,,Brian Dutro,,,brian.dutro@primerica.com,,List Import
118194,,Matthew Whitson,,Lincoln Financial Advisors Corporation,matthew.whitson@lfg.com,330-952-0748,
10787555,Inactive Investor,Paul Maletsky,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",paul.maletsky@ml.com,,Salesforce
10786324,Inactive Investor,Nathan Graf,,Evercore Group L.L.C.,graf@evercore.com,,Salesforce
9586151,,Paul Carroll,,,paul@efficientwealthmanagement.com,,List import
9560921,,Daniel Lal,,,dkl91@icloud.com,,List import
9588773,,Marci Deck,,,mdeck@regencyinvests.com,,List Import
11189798,Inactive Investor,Kevin Vandenhaute,,Aurora Securities Bloomfield Hills MI 1668 S Telegraph Rd,,,Salesforce
11152558,Inactive Investor,Luisa Moreno Urquijo,,J.P. Morgan Securities LLC New Canaan CT 122 Main St,,,Salesforce
10891738,Inactive Investor,Jason Faunt,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",jason.faunt@nm.com,,Salesforce
10902128,Inactive Investor,Helena Yamashita,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11020303,Inactive Investor,Christopher Wilbur,,LPL Financial LLC Austin TX 4718 Duval St,c.wilbur@lpl.com,,Salesforce
10562406,,Christopher Sheffield,,,tremblantsprings@yahoo.ca,,Web Form Fillout
10951257,Inactive Investor,Ryan Uszenski,,ORG Partners,,,Salesforce
246251,,Not Provided,,Legion International Limited,jdconnor@maia-institute.org,,Manual List Upload
10909843,Inactive Investor,Amy Kates,,NYLIFE Securities LLC Cotuit MA Private Residence,akates@ft.newyorklife.com,,Salesforce
11052471,Inactive Investor,Jonathan Evans,Lead Advisor,"Foster Group, Inc.",jone@fostergrp.com,,Salesforce
10992136,Inactive Investor,Belinda Malzacher,,J.P. Morgan Securities LLC Fort Pierce FL 601 Virginia Ave,,,Salesforce
10782053,Inactive Investor,Joseph Yu,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",joseph_yu@ml.com,,Salesforce
349140,,Allen Bond,Vice President And Managing Director,Jensen Investment Management Inc.,ab@jenseninvestment.com,503-726-4384,Manual List Upload
4294273,,George Fahim,,,gfahim01@gmail.com,9174401902,Web Form Fillout
11110161,Inactive Investor,George Hamilton,Regional Leader,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,ghamilton@primerica.com,,Salesforce
11127918,Inactive Investor,August Miele,,Santander Securities LLC Florham Park NJ 200 Park Ave,august.miele@santanderinvestments.com,,Salesforce
181302,,Joseph Pabst,,[Unknown],joseph.pabst@aexp.com,,
11045053,Inactive Investor,Douglas Lindley,,Cetera Advisors LLC Dayton OH 7333 Paragon Rd,douglas.lindley@ceteraadvisors.com,,Salesforce
9589513,,Milton Fullen,,,milt@fullenfinancial.com,,List import
4967186,,Michael McMenamin,,,mm@aetherig.com,,Web Form Fillout
10956168,Inactive Investor,Eric Matthews,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner;Wealth Advisor,"EDM Capital, LLC",eric@edm-capital.com,,Salesforce
11080501,Inactive Investor,Callie Maloney,Client Service Associate,Oppenheimer & Co. Inc. Boston MA 255 State St,callie.maloney@opco.com,,Salesforce
11186469,Inactive Investor,Michael Nigris,,"Osaic Wealth, Inc. Garden City NY 390 Old Country Rd",,,Salesforce
11058533,Inactive Investor,Michael Salmon,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 122 E 42nd St",michael.b.salmon@ampf.com,,Salesforce
9592075,,Thomas Wiscomb,,,twiscomb@northpointadvisory.com,,List import
10439631,,Axmed Shariif,,,shariifahmed135@gmail.com,,Web Form Fillout
9631162,,Jones Jr.,,,joneas@hotmail.com,,List import
9556957,,Johanna Lobdell,,,johanna1@fusco-finl.com,,List import
9637523,,Michael Gough,,,michael.gough@nortonhealthcare.org,,List import
11190434,Inactive Investor,Lauren Sparrow,Director - Alternative Investments;Executive Director;Financial Advisor;Investing with Impact Director,Morgan Stanley Houston TX 845 Texas St,lauren.welsh@morganstanley.com,,Salesforce
11185722,Inactive Investor,Yrral Jones,,"LPL Enterprise, LLC",,,Salesforce
10984335,Inactive Investor,Andrew Kucia,Portfolio Manager,"Johnson Investment Counsel, Inc.",akucia@johnsoninv.com,,Salesforce
9605828,,martin piche,,,martinpiche1986@gmail.com,,List import
337536,,Miranda Krupa,Office Manager,"Keynote Financial Services, Llc",mirandal@keynotecpas.com,860-875-5753,Manual List Upload
10932907,Inactive Investor,Caroline Crisp Hall,,"Cambridge Investment Research, Inc. Montgomery AL 3170 Parliament Cir",,,Salesforce
10999351,Inactive Investor,George Hutchens,,Sigma Financial Corporation,ghutchens@sigmafinancial.com,,Salesforce
11044848,Inactive Investor,Kevin Bidenkap,Managing Partner;President;Regulatory Contact;Wealth Advisor,Tortuga Wealth Management,kevin@tortugawealth.com,,Salesforce
10885897,Inactive Investor,Peter Gabriel,Financial Advisor;Owner;Regulatory Contact,"Cambridge Financial Advisors, LLC Buena Vista CO 912 S Main St",pete@cambridgefinancialadvisors.com,,Salesforce
336325,,Steve Solano,CCO,Ninth Eternity Asset Management Llc,steve.solano@nesecurities.com,508-638-8199,Manual List Upload
11110380,Inactive Investor,Christine Augustine,,PFS Investments Inc. Everett PA 100 E Main St,caugustine@primerica.com,,Salesforce
10597995,,Phillip Sorum,,,phillip.sorum@lpl.com,,Web Form Fillout
9628873,,Shoaib Anwar,,,legendaryaustralia@gmail.com,,List import
10785946,Inactive Investor,Scott Bouton,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",scott_bouton@ml.com,,Salesforce
11231071,Inactive Investor,Cuini Mo,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11219471,,Danielle Franklin,,,dfranklin@seic.com,,Other
229553,, -,,[[Unknown]],rffoster421@yahoo.com,,Direct
10908326,Inactive Investor,Bradley Meyers,Financial Advisor;Investment Advisor Representative;Member,25 Financial,brad.meyers@25financial.com,,Salesforce
11065229,Inactive Investor,Cynthia Flora,,"Raymond James Financial Services, Inc. Williamsburg VA 5425 Discovery Park Blvd",cynthia.flora@raymondjames.com,,Salesforce
10926832,Inactive Investor,Monisha Potter,,"Kestra Investment Services, LLC Westport MA 519 American Legion Hwy",,,Salesforce
10772205,Inactive Investor,Lorraine Fagen,Investment Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",lorraine.fagen@wellsfargoadvisors.com,,Salesforce
11175995,Inactive Investor,Jennifer Caldiero,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",jennifer.caldiero@ml.com,,Salesforce
9544236,,Larry Manuel,,,larry.manuel@lfg.com,,List import
10961022,Inactive Investor,Jennifer Desotell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jennifer_desotell@vanguard.com,,Salesforce
9604610,,Robert Tardif,,,rctardif@yahoo.com,,List import
234903,,jimmy malaluan -,,jimmy malaluan [[Unknown]],jimzdgreat14322@gmail.com,,Content
11139230,Inactive Investor,Brian Dieck,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",brian.r.dieck@ampf.com,,Salesforce
10761401,Inactive Investor,Dan Osborne,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",dan.osborne@ml.com,,Salesforce
11108246,Inactive Investor,Raquel Vargas,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",raquel_vargas@ml.com,,Salesforce
11076082,Inactive Investor,David Goldenberg,Chief Compliance Officer;Chief Investment Officer;President,Cove Capital Management Inc.,,,Salesforce
10813029,Inactive Investor,Matthew Long,,PFS Investments Inc. Lancaster PA 1861 Lincoln Hwy E,matthew.long@primerica.com,,Salesforce
10935556,Inactive Investor,Marco Mascitti,Financial Advisor,Thrivent Investment Management Inc. Madison WI 2608 Monroe St,marco.mascitti@thrivent.com,,Salesforce
10846817,Inactive Investor,Emiliano Padilla,,J.P. Morgan Securities LLC Franklin Square NY 925 Hempstead Tpke,emiliano.padilla@jpmorgan.com,,Salesforce
11085053,Inactive Investor,John Stewart,Financial Advisor,Morgan Stanley Springfield MO 1535 E Primrose St,andy.j.stewart@morganstanley.com,,Salesforce
11040224,Inactive Investor,George Pate,,Symmetry Partners Ayden NC 556 3rd St,,,Salesforce
374756,,RJ Moulton,,[Unknown],rj.moulton@alpineglobal.com,,source
10990171,Inactive Investor,Andrew Cook,,William Blair Charlotte NC 101 S Tryon St,acook@williamblair.com,,Salesforce
11170041,Inactive Investor,Andrew Lawfield,,"First Command Brokerage Services, Inc. Columbus GA 233 12th St",amlawfield@firstcommand.com,,Salesforce
10604172,,Andrew Klein,Advisor,"MML Investors Services, LLC",andrew@lwsfinancial.com,413-737-8400,List Import
9548360,,Tyler Hay,,,thay@evergreencapital.net,,List import
10840146,Inactive Investor,Edward O'Hara,Financial Advisor,Edward Jones Hayden ID 9830 N Government Way,ed.ohara@edwardjones.com,,Salesforce
10980257,Inactive Investor,Osiba Nelson,Client Relationship Specialist,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",osiba.nelson@schwab.com,,Salesforce
10596678,,Michael McCamy,,,michael@holisticwealthadvisors.com,,Web Form Fillout
10953334,Inactive Investor,Gliceria White,,LPL Financial LLC League City TX 100 Perkins Ave,gliceria.white@lpl.com,,Salesforce
11077663,Inactive Investor,Colin Thurston,Financial Consultant,"Charles Schwab & Co., Inc. Carmel IN 2375 E 116th St",,,Salesforce
11196254,Inactive Investor,Paul Bonczkowski,,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",pbonczkowski@financialguide.com,,Salesforce
11023163,Inactive Investor,Stephen Crone,,"Prospera Financial Services, Inc. Cincinnati OH 250 W Court St",stephen.crone@prosperafinancial.com,,Salesforce
9631149,,Stevie Lanigan,,,stevielanigan@gmail.com,,List import
10857709,Inactive Investor,Allen Rowe,Financial Advisor,LPL Financial LLC Shreveport LA 839 Kings Hwy,allen.rowe@lpl.com,,Salesforce
9611724,,Cryogenik Raven,,,cryogenikraven@outlook.com,,List import
9540581,,Kelly Galaxy Digital Trading Cayman LLC,,Galaxy Digital,kelly.gallagher@galaxydigital.io,,3rd Party Lead Gen
11138163,Inactive Investor,Mary Segrest,Financial Advisor,Edward Jones Marietta OH 292 Front St,mary.segrest@edwardjones.com,,Salesforce
10748969,,Michael Goetz,,,goetz.m84@gmail.com,,Web Form Fillout
1001396,Inactive Investor,Rachel Bullis,,JPMorgan,rachel.s.bullis@jpmorgan.com,,3rd Party Lead Gen
10646699,,Mahes Prasad,,,mahes.prasad@usbank.com,,List Import
10842369,Inactive Investor,Scott Hirsch,Co-Managing Principal;Secretary,Saybrook Capital Corp,,,Salesforce
10782863,Inactive Investor,Walter Burroughs,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,walter.burroughs@fidelity.com,,Salesforce
10881763,Inactive Investor,Janice Del Toro,,"Cambridge Investment Research, Inc. Jacksonville FL 1400 Prudential Dr",,,Salesforce
11059804,Inactive Investor,Scott Reed,,Cetera Advisor Networks LLC Glastonbury CT 95 Glastonbury Blvd,,,Salesforce
10974021,Inactive Investor,Alexander Schwarte,,NYLIFE Securities LLC Eugene OR 120 Oakway Ctr,aschwarte@ft.newyorklife.com,,Salesforce
11218850,,Florian Jaze,,,fjaze@amerivetsecurities.com,,Other
10488192,,Diana Nunez,,Morgan Stanley,diana.nunez@morganstanley.com,,List Import
9611872,,Dorian Augier,,,augier5@hotmail.fr,,List import
9544351,,Chase Park,,,capark@ingalls.net,,List import
11238315,Inactive Investor,William Wong,,"Investment Dynamics Consulting Group, LLC",wlwong@wlwong.com,,Salesforce
11117563,Inactive Investor,Farheen Ahmed,Assistant Vice President,Citigroup Global Markets Inc. Irving TX 6400 Las Colinas Blvd,,,Salesforce
10918354,Inactive Investor,Thomas Galvin,Complex Director;Senior Vice President,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,tgalvin@janney.com,,Salesforce
11065960,Inactive Investor,Bryan Williams,,State Farm VP Management Corp. Union City TN 407 W Reelfoot Ave,,,Salesforce
11050341,Inactive Investor,Garrett Hoge,Chief Executive Officer;Member;President,H Financial Management,gail@hfinancial.net,,Salesforce
11153720,Inactive Investor,Thomas Perry,,"American Portfolios Financial Services, Inc. Indianapolis IN 8001 S Meridian St",,,Salesforce
11071830,Inactive Investor,Samantha Lee,,Goldman Sachs & Co.,,,Salesforce
9553740,,Rush Hanner,,,rush.hanner@fidelity.com,,List import
10646671,,John Andersen-Kirtland,,,john.kirtland@wellsfargo.com,,List Import
11022482,Inactive Investor,Chelsea Newell,,"Osaic Wealth, Inc. Carlsbad CA 1265 Carlsbad Village Dr",,,Salesforce
11113411,Inactive Investor,Faith Sutter,,Janney Montgomery Scott LLC Purchase NY 1 Manhattanville Rd,fsutter@janney.com,,Salesforce
340577,,Kenneth Thomas,"President, CEO, CCO, Trustee Of Revocable Trust Of Kenneth H. Thomas","Community Development Fund Advisors, Llc",ken@communitydevelopmentfund.com,305-663-0100,Manual List Upload
9627081,,david Stapleton,,,davidstaple77@gmail.com,,List import
11089753,Inactive Investor,Aziz Ihani,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,aziz.ihani@morganstanley.com,,Salesforce
11044576,Inactive Investor,Wenjun Yu,,J.P. Morgan Securities LLC Chicago IL 757 W 35th St,wenjun.yu@jpmorgan.com,,Salesforce
9127673,,Keith Cynar,,,keith.cynar@gs.com,,List Import
9622688,,Thuy Mai,,,thuymt@gmail.com,,List import
11097932,Inactive Investor,Lynn Livelsberger,Chief Compliance Officer;Owner;President,Livelsberger Financial Advisory,jsweet@livelsbergerfinancial.com,,Salesforce
10474387,,Dariusz Bak,,,db@lidex.ie,,Web Form Fillout
10841361,Inactive Investor,James McAfee,,LPL Financial LLC Fredericksburg TX 609 W Main St,james.mcafee@lpl.com,,Salesforce
10774372,Inactive Investor,Jeffrey Fontes,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",jeff.fontes@ml.com,,Salesforce
10802863,Inactive Investor,Jonathan Peicher,Financial Advisor,UBS Financial Services Inc. Miami FL 550 Biltmore Way,jonathan.peicher@ubs.com,,Salesforce
10937360,Inactive Investor,Dipti Krishnan,,"Northwestern Mutual Investment Services, LLC Elm Grove WI 500 Elm Grove Rd",dipti.krishnan@nm.com,,Salesforce
10811309,Inactive Investor,Lewis Wentz,,"Raymond James Financial Services, Inc. Hudson OH 5790 Hudson Dr",bud.wentz@raymondjames.com,,Salesforce
9561556,,Wes Doss -,,,wesdoss@gmail.com,,List import
9573434,,Joseph Hood,,,hood.joseph@yahoo.com,,List import
10893825,Inactive Investor,Travis Fox,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",travis.fox@schwab.com,,Salesforce
11261361,,Hasan Akdeniz,,,hasanakdeniz@outlook.com,,Web Form Fillout
9606938,,Jeffrey Morrow,,,jeffrey.morrow@delinvest.com,,List import
9610419,,Robert Mullin,,,rlm@solecap.com,,List import
11175195,Inactive Investor,Kyle Mcgrath,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Arvada CO 7605 W 88th Ave,kyle.mcgrath@jpmorgan.com,,Salesforce
10847042,Inactive Investor,John Stewart,Financial Advisor,Edward Jones Mount Dora FL 20110 US Hwy 441,john.stewart@edwardjones.com,,Salesforce
11032574,Inactive Investor,Ty Miller,Financial Advisor,LPL Financial LLC Birmingham AL 5825 Feldspar Way,ty.miller@lpl.com,,Salesforce
11151708,Inactive Investor,Jordan Booko,Financial Advisor,"Ameriprise Financial Services, LLC Three Rivers MI 200 S Main St",jordan.d.booko@ampf.com,,Salesforce
10768674,Inactive Investor,Katherine Stith,Director,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
69536,,Sakhawat Mukhtar,,Pakistan,sakhawat_mir2010@yahoo.com,,
10922292,Inactive Investor,James Smith,Financial Associate,Thrivent Investment Management Inc. Humble TX Private Residence,james.l.smith@thrivent.com,,Salesforce
10617540,,William Fitzgerald,,,william.fitzgerald@equitable.com,,List Import
10795409,Inactive Investor,Brian Guebert,Financial Advisor,Edward Jones Red Bud IL 1020 S Main St,brian.guebert@edwardjones.com,,Salesforce
11159860,Inactive Investor,David Robertson,Chief Compliance Officer;Chief Executive Officer;Founder;Portfolio Manager,"Arete Asset Management, LLC",drobertson@areteam.com,,Salesforce
9588252,,Henry Lau,,,hlau247@gmail.com,,List import
9633377,,John Smart,,,john.smart8529@gmail.com,,List import
11164278,Inactive Investor,Michael Raposa,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",michael.raposa@nm.com,,Salesforce
10796916,Inactive Investor,William Moore,Associate;Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",william_moorejr@ml.com,,Salesforce
10825569,Inactive Investor,Anthony Guglielmo,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,,,Salesforce
10995362,Inactive Investor,Anthony Pirro,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anthony.pirro@vanguard.com,,Salesforce
10819608,Inactive Investor,Julie Bolton,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",julie.bolton@ml.com,,Salesforce
11043733,Inactive Investor,James Livasy,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Decatur IL 445 N Franklin St",livasyj@stifel.com,,Salesforce
11021365,Inactive Investor,Ryan Asti,,Sigma Financial Corporation Troy MI 3310 W Big Beaver Rd,,,Salesforce
9575821,,Alina Tudor,,,alina.tudor@frostbank.com,,List import
10782763,Inactive Investor,Jeffrey Peras,,Bolton Global Capital Salem MA 45 Balcomb St,jperas@boltonglobal.com,,Salesforce
7243,,Cvetelina Stoyanova -,,[[Unknown]],cvetelinastoyanova84@gmail.com,,Direct
10418646,,Edilberto Vargas,,,edititovv@gmail.com,,Web Form Fillout
11237276,Inactive Investor,Keith Johnson,Client Relationship Manager;Financial Advisor,"Inman Financial Services, Inc.",keith@inmanfinancial.com,,Salesforce
10776225,Inactive Investor,Daniel Sears,Vice President;Wealth Advisor,Morgan Stanley Middleton MA 35 Village Rd,dan.sears@morganstanley.com,,Salesforce
9587078,,Ian Hamre,,,ian.hamre@investharrison.com,,List import
11163357,Inactive Investor,Alexander Hunt,,Vanguard Marketing Corporation,alexander_hunt@vanguard.com,,Salesforce
11127842,Inactive Investor,Christian Guzman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christian_guzman@vanguard.com,,Salesforce
10916710,Inactive Investor,Christopher Juele,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11218011,,Zachary Friend,,,zachary.friend@jpmorgan.com,,List Import
10935750,Inactive Investor,Randle Schumacher,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",randle.schumacher@equitable.com,,Salesforce
238506,,corbin@bristow.us BRISTOW,,[Unknown],corbin@bristow.us,,
11232622,Inactive Investor,Adam Kristol,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",adam.kristol@empower.com,,Salesforce
9582829,,Samuel Gullette,,,sam.gullette@voya.com,,List import
10831951,Inactive Investor,Allison Kelley,Senior Client Service Associate,Morgan Stanley Columbus OH 4449 Easton Way,allison.kelley@morganstanley.com,,Salesforce
10887781,Inactive Investor,Amy Benazzo,,"York Securities, Inc.",,,Salesforce
11077026,Inactive Investor,Edward Zang,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
9635792,,David Germana,,,inquiries@mcdonoughcapital.com,,List import
10857354,Inactive Investor,Jimmy Gillispie,,State Farm VP Management Corp.,,,Salesforce
9626627,,Carlee Bright,,,muscalumni2004@gmail.com,,List import
11040221,Inactive Investor,William Preisz,Chief Compliance Officer;Director;Manager - Retirement Plan Services;Retirement Plan Education Specialist;Shareholder,Preisz Financial,william@preisz.com,,Salesforce
10928189,Inactive Investor,Mallory Newman,,Fidelity Brokerage Services LLC,,,Salesforce
11043921,Inactive Investor,Phyllis Caputo,Senior Regional Leader,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,phyllis.caputo@primerica.com,,Salesforce
10855445,Inactive Investor,David Horvitz,Financial Advisor;Managing Member;Principal;Regulatory Contact;Trustee,"Cheviot Value Management, LLC",dhorvitz@cheviotvalue.com,,Salesforce
9593079,,Michael Jablon,,,mj@varsityhealthcarepartners.com,,List import
10811916,Inactive Investor,Nathan Harrell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,nathan.harrell@ubs.com,,Salesforce
10489745,,Mark Trewitt,,"Delta Investment Management, LLC Plano TX 1820 Preston Park Blvd",mark@ifsgllc.com,,List Import
11185115,Inactive Investor,Joseph Diller,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",joseph.diller@wellsfargoadvisors.com,,Salesforce
10818851,Inactive Investor,Filip Wolfe,Senior Financial Advisor,Altfest Personal Wealth Management,,,Salesforce
9580599,,Phoebe Guan,,,1029317579@qq.com,,List import
10812108,Inactive Investor,William Grafton,,LPL Financial LLC Winter Park FL 201 W Canton Ave,,,Salesforce
11228740,Inactive Investor,Nathan Posey,,J.P. Morgan Securities LLC Glendale AZ 6665 W Peoria Ave,nathan.posey@jpmorgan.com,,Salesforce
11035635,Inactive Investor,Trisha Qualy,,"Osaic Wealth, Inc. Minneapolis MN 5353 Wayzata Blvd",,,Salesforce
11144026,Inactive Investor,David Schwartz,,"CapFinancial Securities, LLC. New Hyde Park NY 3 Dakota Dr",,,Salesforce
10823723,Inactive Investor,Frank Hegr,Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
10876497,Inactive Investor,Kevin Alexander,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,kevin.alexander2@fmr.com,,Salesforce
10844603,Inactive Investor,Aaron Leonard,Financial Advisor,Edward Jones Wilmington DE 3801 Kennett Pike,aaron.leonard@edwardjones.com,,Salesforce
248258,,Arun Prasad,CEO and Founder,"Money Convey, LLC",an3222@nyu.edu,,Manual List Upload
9646740,,Roger Suter,,,roger_suter@hotmail.com,,List import
9595958,,Bob Miller,,,bob.miller@blackrock.com,,List import
11260120,Inactive Investor,Iyla Mitteco,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",,,Salesforce
10880265,Inactive Investor,Ah Cho,,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,sally.cho@citi.com,,Salesforce
10919371,Inactive Investor,Bradley Dewald,,"American Portfolios Financial Services, Inc. Cooperstown ND 918 Burrel Ave SE",bdewald@americanportfolios.com,,Salesforce
11043045,Inactive Investor,Alexa Lawson,Financial Advisor,Edward Jones Palm Springs CA 487 E Tahquitz Canyon Way,alexa.lawson@edwardjones.com,,Salesforce
10911948,Inactive Investor,Brayden Van Ess,Financial Associate,Thrivent Investment Management Inc. Sheboygan WI 2808 Kohler Memorial Dr,brayden.vaness@thrivent.com,,Salesforce
9617806,,Horacio Valeiras,,,horacio.valeiras@frontierglobalpartners.com,,List import
122218,,Melissa Mickiewicz,,[Unknown],melissamickiewicz@gmail.com,,source
9570586,,Chris Murphy,,,cmurphy@ccap-llc.com,,List import
9559251,,Peter Smith,,,psmith@wealthenhancement.com,,List import
10881533,Inactive Investor,Stephen Olah,Chief Compliance Officer;Managing Member,"Towson Financial Advisors, LLC",steve@towsonfinancialadvisors.com,,Salesforce
10955590,Inactive Investor,Ricardo Roberts,,"Intercam Securities, Inc.",,,Salesforce
9546224,,Lesley Patterson,,,lesley.patterson@transamerica.com,,List import
11133561,Inactive Investor,Michael O'Shaughnessey,Financial Advisor,"MML Investors Services, LLC Chapin SC 231 Columbia Ave",moshaughnessey@massmutual.com,,Salesforce
11080946,Inactive Investor,Julie Byrnes,Assistant Vice President;Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",julie.byrnes@wfa.com,,Salesforce
10917326,Inactive Investor,John Gilchrist,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",john.gilchrist@nm.com,,Salesforce
10974433,Inactive Investor,John Rowoldt,,"Voya Financial Advisors, Inc. Geneva IL Private Residence",john.rowoldt@voya.com,,Salesforce
11174980,Inactive Investor,Gloria Dowiak,,"Cambridge Investment Research, Inc. Houston TX 950 Echo Ln",,,Salesforce
11033291,Inactive Investor,Renee Servis,Investment Advisor Representative,LPL Financial LLC Saint Elmo IL 918 Interstate Dr,renee.servis@lpl.com,,Salesforce
10795517,Inactive Investor,Christopher Moore,President,Householder Group Estate & Retirement Specialists Spring TX 21 Waterway Ave,cmoore@householdergroup.com,,Salesforce
11042949,Inactive Investor,Logan Whitlock,,"Avantax Investment Services, Inc. Greensboro NC 528 College Rd",,,Salesforce
11038981,Inactive Investor,Todd Reeves,,"Fortune Financial Services, Inc. Midlothian IL Private Residence",tdr1@fortunefinancialservices.com,,Salesforce
11072528,Inactive Investor,Matthew Cizler,Financial Advisor,"Ameriprise Financial Services, LLC Warrenton VA 37 Main St",matthew.cizler@ampf.com,,Salesforce
9590156,,Douglas Palenchar,,,doug.palenchar@biviumcapital.com,,List import
9556534,,Tanapat Sangketkij,,,unknowname159@gmail.com,,List import
10931575,Inactive Investor,Whitney Bryant,,"Equitable Advisors, LLC Cumming GA 5955 Pkwy North Blvd",whitney.bryant@equitable.com,,Salesforce
10998207,Inactive Investor,Jennifer Gutierrez,,Lincoln Investment Carlsbad NM 412 N Canal St,jgutierrez@lincolninvestment.com,,Salesforce
11032191,Inactive Investor,Yoshiro Toda,,"Farmers Financial Solutions, LLC Kent WA 27116 167th Pl SE",,,Salesforce
10752423,Inactive Investor,Brian O'Sullivan,Agent;Financial Professional,"MML Investors Services, LLC Quincy MA 234 Copeland St",bosullivan@massmutual.com,,Salesforce
11161398,Inactive Investor,James Riley,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,jim.riley.vaa3zh@statefarm.com,,Salesforce
11153027,Inactive Investor,Edwin Marston,,LifeMark Securities Corp. Belfast ME Private Residence,emarston@lifemark.com,,Salesforce
188830,,Devanshu Garg,,[Unknown],garg.devanshu835@gmail.com,,source
10898672,Inactive Investor,Scott Lichter,Chief Compliance Officer;Senior Retirement Plan Consultant,"Christensen Group Financial, LLC",slichter@christensengroup.com,,Salesforce
10983828,Inactive Investor,Robert Childress,,Edward Jones Oakton VA 2942 Hunter Mill Rd,,,Salesforce
11104016,Inactive Investor,Sherif Atia,,"Hoopoe Capital Markets, LLC",sherif@hoopoeadvisors.com,,Salesforce
11162612,Inactive Investor,Thomas Caruso,Executive Director,Morgan Stanley,thomas.caruso@morganstanley.com,,Salesforce
202894,,Frank Dupuis,,[Unknown],f.dupuis@dupuisinvest.com,,
10953032,Inactive Investor,William Cushing,Associate,Edward Jones Amesbury MA 49 Main St,,,Salesforce
168763,,Kenneth Brosnan,,[Unknown],kennethbrosnan@hotmail.com,,Other
10974759,Inactive Investor,Thomas Horton,Founding Principal;Owner,Horton Financial Planning LLC West Bloomfield MI 7078 Danbrooke,thorton@hortonfinancialplanning.com,,Salesforce
11020895,Inactive Investor,Brandon Better,,"Osaic FA, Inc. San Mateo CA 1510 Fashion Island Blvd",brandon.better@lfg.com,,Salesforce
9611645,,Matthew Rigby,,,mattcwu@gmail.com,,List import
9631888,,William Perone,,,william@flourishingcapital.io,,List import
11134783,Inactive Investor,Caitlin Gunther,,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",,,Salesforce
9545601,,Richard Nolan,,,rnolan@sagepointadvisor.com,,List import
10940948,Inactive Investor,Carla Gardiner,Financial Advisor,Edward Jones Corpus Christi TX 4646 Corona Dr,carla.gardiner@edwardjones.com,,Salesforce
340717,,John Bianchini,Financial Advisor,"Pinnacle Capital Management, Llc",johnb@pinnacle-llc.com,315-234-9716,Manual List Upload
11168647,Inactive Investor,Katlin Relinski,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10618676,,Timothy Ziemba,,,tim.ziemba@ironfinancial.com,,List Import
10844300,Inactive Investor,Brian Trimble,,"Raymond James Financial Services, Inc. Sun City West AZ 13801 W Camino Del Sol",brian.trimble@raymondjames.com,,Salesforce
11013633,Inactive Investor,Charles Hatlen,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",charlie.hatlen@nm.com,,Salesforce
10877115,Inactive Investor,Sejla Hadziabdic,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ellenton FL 7008 US Hwy 301 N",sejla.hadziabdic@ml.com,,Salesforce
10799327,Inactive Investor,Todd Schell,Financial Advisor,Edward Jones Amesbury MA 19 Haverhill Rd,todd.schell@edwardjones.com,,Salesforce
10911371,Inactive Investor,Michael Moffa,,"Independent Advisor Alliance, LLC Tampa FL 3030 N Rocky Point Dr W",,,Salesforce
11140155,Inactive Investor,Harold Harton,,Cetera Investment Services LLC,harold.harton@ceterais.com,,Salesforce
371627,,jack Chu,,United States,jack13331@rocketmail.com,,Salesforce
10857691,Inactive Investor,Aaron Anderson,Chief Compliance Officer;President;President - Wealth Management,FIT Wealth Management,aaron@fitassetmanagement.com,303-618-3587,Salesforce
10487796,,Marcus Ham,Advisory Board Member,"True North Advisors, LLC",marc.ham@hotmail.com,,List Import
11169547,Inactive Investor,Claire Cantrell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10974781,Inactive Investor,Valerie Ebert,,"Founders Financial Alliance, LLC Chapel Hill NC 322 Circle Park Pl",valerie.ebert@foundersfa.com,,Salesforce
10903160,Inactive Investor,Jamie Wisecarver,,"SWBC Investment Services, LLC",jamie.wisecarver@swbc.com,,Salesforce
10914691,Inactive Investor,Deanne Laging,,"Wells Fargo Clearing Services, LLC Fort Wayne IN 6702 Pointe Inverness Way",,,Salesforce
10965209,Inactive Investor,Amanda Lash,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
11129006,Inactive Investor,Noelle McIntyre,,"Level Four Financial, LLC Pinehurst NC 110C Applecross Rd",,,Salesforce
10947257,Inactive Investor,Michael Hinds,Chief Compliance Officer;Chief Executive Officer;Founder,Personal Value Advisers LLC,mike@personalvalueadvisers.com,,Salesforce
46136,,Joel Johnson,,Thrivent Investment Management Inc.,joel.a.johnson@thrivent.com,425-646-9669,
10917993,Inactive Investor,Alexandria Halstead,Financial Advisor,LPL Financial LLC Wilmington DE 29 Bancroft Mills Rd,alex.halstead@lpl.com,,Salesforce
11081587,Inactive Investor,Anthony Bennett,,Cetera Financial Specialists LLC Newark NJ 105 Lock St,anthony.bennett@ceterafs.com,,Salesforce
10988531,Inactive Investor,Elizabeth Ruskosky,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,elizabeth.ruskosky@thrivent.com,,Salesforce
10948491,Inactive Investor,Beckie Heffron-Armijo,,Key Investment Services LLC Puyallup WA 511 River Rd,beckie.heffron-armijo@key.com,,Salesforce
11043067,Inactive Investor,Barbara Leonard,Financial Advisor,LPL Financial LLC Houston TX 2180 North Loop W,barbara.leonard@lpl.com,,Salesforce
9483066,,DAREN BOLTON,,,darenbolton1@gmail.com,,Web Form Fillout
10893017,Inactive Investor,Sebastian Maruca,Financial Advisor;Investment Advisor Representative,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",smaruca@nationallife.com,,Salesforce
11200051,Inactive Investor,William Snow,Member,Blue River Capital Management,,,Salesforce
11201064,Inactive Investor,Leonard Loyd,,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",,,Salesforce
10795735,Inactive Investor,Elizabeth Dehn,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,elizabeth.dehn@lpl.com,,Salesforce
10636146,,Asif Shah,,,asifshah297@gmail.com,,Web Form Fillout
10902789,Inactive Investor,James Broadway,,"Raymond James Financial Services, Inc. Roswell GA 200 Macy Dr",,,Salesforce
10980227,Inactive Investor,Todd Reid,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,todd.reid.jw9x@statefarm.com,,Salesforce
202374,,Steve D,,Self employed,alert.trade@yahoo.com,,Initial Salesforce Import
11116753,Inactive Investor,Timothy Ivey,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Salem OR 3955 Center St NE",timothy.ivey@usbank.com,,Salesforce
11063384,Inactive Investor,Cheryl Whitney,Financial Advisor,"Ameriprise Financial Services, LLC Murrysville PA 4006 Old William Penn Hwy",cheryl.c.whitney@ampf.com,,Salesforce
11070598,Inactive Investor,Luke Cheever,,Edward Jones Fort Collins CO 409 Mason Ct,,,Salesforce
208379,,Pedro Genoves,,[Unknown],pedropoyatos@hotmail.com,,
11084346,Inactive Investor,Milos Janicic,Vice President,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
353082,,vikram doshi,Investment Strategist,American Express,vdoshi@gmail.com,,Event
11105593,Inactive Investor,Jeremy Booth,,"Cambridge Investment Research, Inc.",,,Salesforce
11039451,Inactive Investor,Sinhy Lim,,"Allstate Financial Services, LLC Stevenson Ranch CA 26650 The Old Rd",sinhylim@allstate.com,,Salesforce
11105308,Inactive Investor,Dillon Magee,Premier Banker,"Wells Fargo Clearing Services, LLC San Mateo CA 100 E 4th Ave",,,Salesforce
9551470,,Erik Pierce,,,pierceerik@gmail.com,,List import
10808297,Inactive Investor,Rachel Reynolds,Financial Advisor,Edward Jones Birmingham AL 2910 Crescent Ave,rachel.reynolds2@edwardjones.com,,Salesforce
249320,,Kevin Madura,,AlixPartners,kmadura@alixpartners.com,,Manual List Upload
11084955,Inactive Investor,Nathan Frenkiel,,J.P. Morgan Securities LLC Franklin Square NY 654 Franklin Ave,nathan.j.frenkiel@jpmorgan.com,,Salesforce
11212894,Inactive Investor,Ross Hage,,Edward Jones,ross.hage@edwardjones.com,,Salesforce
10852079,Inactive Investor,Joanne Secky,Financial Consultant,LPL Financial LLC New Paltz NY Private Residence,joanne.secky@lpl.com,,Salesforce
11030784,Inactive Investor,Shannon Harris,Private Wealth Advisor,"Ameriprise Financial Services, LLC Richardson TX 3610 Shire Blvd",shannon.m.harris@ampf.com,,Salesforce
10823047,Inactive Investor,Richard Thompson,Financial Advisor,Edward Jones Olympia WA 209 Clark Pl SE,richard.thompson@edwardjones.com,,Salesforce
9557609,,Charles Hopkins,,,charles.hopkins@suntrust.com,,List import
10816369,Inactive Investor,Patrick Mcveigh,Chief Investment Officer;Managing Member;President,"Reynders, McVeigh Capital Management, LLC",pmcveigh@reyndersmcveigh.com,,Salesforce
11193290,Inactive Investor,Zachary Sanctis,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,zsanctis@rwbaird.com,,Salesforce
11223043,,Michaelyn Andress,,,michaelyn@iccnv.com,,List Import
11139973,Inactive Investor,William Robinson,,LPL Financial LLC Corsicana TX 422 W 3rd Ave,william.robinson@lpl.com,,Salesforce
10926162,Inactive Investor,Victor Vyas,Financial Professional,"MML Investors Services, LLC Freehold NJ 4400 US Hwy 9",,,Salesforce
9573795,,Peter Palmer,,,peter.palmer@fidelity.com,,List import
10918953,Inactive Investor,Sandra Edwards,,"Wells Fargo Clearing Services, LLC",sandra.edwards@wfadvisors.com,,Salesforce
10847275,Inactive Investor,Thomas Medlin,Financial Advisor,LPL Financial LLC Brentwood TN Private Residence,trey.medlin@lpl.com,,Salesforce
11197823,Inactive Investor,Salvatore Dinatale,Registered Client Service Associate,"Raymond James & Associates, Inc. Saint Petersburg FL 6392 1st Ave N",salvatore.dinatale@raymondjames.com,,Salesforce
11117918,Inactive Investor,Nicolas Madrigal,,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
11188950,Inactive Investor,William McConnell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",chip_mcconnell@ml.com,,Salesforce
11110682,Inactive Investor,Kelley Wilkins,,Stephens,kwilkins@stephens.com,,Salesforce
11037274,Inactive Investor,Michelle Chapman,Director;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,michelle.chapman@morganstanley.com,,Salesforce
11028211,Inactive Investor,Keela Wilson,,J.P. Morgan Securities LLC Gastonia NC 2516 E Franklin Blvd,keela.wilson@jpmorgan.com,,Salesforce
10843993,Inactive Investor,Richard Perry,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11205655,Inactive Investor,Roger Stubbs,,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3945 E Paradise Falls Dr",roger.stubbs@wfafinet.com,,Salesforce
11188114,Inactive Investor,Tyquia Clark,,Edward Jones Washington DC 1667 K St NW,,,Salesforce
213551,,Ralph Pascualy,,Mithera Capital,ralph.pascualy@gmail.com,2067290379,
10753750,Inactive Investor,Adam Renbarger,Financial Advisor,Edward Jones Fishers IN 11848 Olio Rd,adam.renbarger@edwardjones.com,,Salesforce
11010508,Inactive Investor,Robert Lehr,,"Farmers Financial Solutions, LLC Austin TX 11940 Jollyville Rd",rlehr1@farmersagent.com,,Salesforce
11139947,Inactive Investor,Jodie Cohen-Potter,,LPL Financial LLC Las Vegas NV 1980 Festival Plaza Dr,jodie.cohen@lpl.com,,Salesforce
9624049,,Richard Harwood,,,richardharwood@comcast.net,,List import
11187507,Inactive Investor,Tanya Malak,,LPL Financial LLC Winchester IN 870 E Washington St,tanya.malak@lpl.com,,Salesforce
10889060,Inactive Investor,Craig Azevedo,,PFS Investments Inc. Newark DE 201 Possum Park Rd,craig.azevedo@primerica.com,,Salesforce
10604178,,Gina Ellen,Principal,Principled Planning & Wealth Management,gina@principledplanning.net,858-880-7034,List Import
246369,,Sanjay Not Provided,Advisor & Consultant,T-Hub Foundation,sanjay.thakur@t-hub.co,,Manual List Upload
10611506,,Steven Tuchband,Financial Advisor,,steven.tuchband@lpl.com,,List Import
11083474,Inactive Investor,Ethan Bjorn,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",ethan.bjorn@nm.com,,Salesforce
9630934,,Pierre-Emmanuel Juillard,,,pe.ju@orange.fr,,List import
10777657,Inactive Investor,Cordia Taylor,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,james9.taylor@morganstanley.com,,Salesforce
10991770,Inactive Investor,Kanaly Krause,,"Ameriprise Financial Services, LLC Mitchell SD 119 N Main St",,,Salesforce
10976078,Inactive Investor,Georgia Otieno,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11163013,Inactive Investor,Justin Champlain,Financial Planner,"Arcadia Wealth Management, LLC",,,Salesforce
9644050,,Ron Hamm,,,rkhamm@verizon.net,,List import
9594738,,Patrick Hutchinson,,,patrick@sectoranalysts.com,,List import
9571135,,Zachary Weimann,,,weimann.zach@principal.com,,List import
10841294,Inactive Investor,Aaron Graves,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,aaron.graves@fidelity.com,,Salesforce
11091251,Inactive Investor,Ian Lettow,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11012598,Inactive Investor,David Morgan,Financial Advisor,Insight Folios,kyle@insightfolios.com,,Salesforce
10810384,Inactive Investor,Jeff Sellers,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,jsellers@janney.com,,Salesforce
11205271,Inactive Investor,Richard Domenick,,LPL Financial LLC Roseville CA 2999 Douglas Blvd,rick.domenick@lpl.com,,Salesforce
229963,, -,,[[Unknown]],damoncglobalconsultant@gmail.com,,Paid Search
10763921,Inactive Investor,Keith Robinson,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",keith_e_robinson@ml.com,,Salesforce
10812075,Inactive Investor,Theresa Guzman,,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,tguzman@rwbaird.com,,Salesforce
10860044,Inactive Investor,Kimberly Nelson-Velasquez,Private Client Associate,Janney Montgomery Scott LLC Columbus OH 1070 Yard St,knelson@janney.com,,Salesforce
10792842,Inactive Investor,Martin Moore,Financial Advisor,LPL Financial LLC Portland MI Private Residence,alex.moore@lpl.com,,Salesforce
9610503,,Rauney Sousa,,,rauneylg@gmail.com,,List import
10978290,Inactive Investor,Lindsay Olewinski,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
11232110,Inactive Investor,Karen Coker,,Thurston Springer Financial Oklahoma City OK 3401 NW 63rd St,,,Salesforce
10800051,Inactive Investor,Walter Bennett,,PFS Investments Inc. Brighton CO 29 N Main St,walter.bennett@primerica.com,,Salesforce
9622632,,Helena Lee,,,heyoung@umich.edu,,List import
11130885,Inactive Investor,John Milchling,Investment Analyst,"1 North Wealth Services, LLC",,,Salesforce
10839114,Inactive Investor,Michael Mills,Financial Advisor,Edward Jones Maryville TN 208 Simmons St,todd.mills@edwardjones.com,,Salesforce
9562990,,Brendan Albury,,,balbury@policebank.com.au,,List import
10915415,Inactive Investor,Sue Kim,,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
10901292,Inactive Investor,Tracey Hall,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
10930661,Inactive Investor,David Schneider,Regional Director,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",,,Salesforce
10770033,Inactive Investor,Susan Warner,,Edward Jones Clarendon Hills IL 5 Golf Ave,sue.warner@edwardjones.com,,Salesforce
10925555,Inactive Investor,Abdalhakim Khirfan,Financial Advisor,"Osaic Wealth, Inc. Flint MI 1471 S Elms Rd",,,Salesforce
335833,,David Voth,,Personal Capital Advisors Corporation,david.voth@personalcapital.com,,
10957644,Inactive Investor,Mitzi Cook,Investment Advisor,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,mitzi.cook@primerica.com,,Salesforce
11180186,Inactive Investor,Karen Larkin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eden Prairie MN 12300 Castlemoor Dr",karen.larkin@ml.com,,Salesforce
11138209,Inactive Investor,Scott Modell,Investment Advisor Representative,LPL Financial LLC Naperville IL Private Residence,scott.modell@lpl.com,,Salesforce
10946239,Inactive Investor,Alexander Le,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Diego CA 6050 Santo Rd",alexander.le@tfaconnect.com,,Salesforce
9637414,,Ernest Acheampong,,,ernestacheampong0571@gmail.com,,List import
10812482,Inactive Investor,Christopher Bordner,Chief Compliance Officer;Chief Executive Officer;Managing Partner;Principal,Synergy Investment Management LLC,,,Salesforce
10859435,Inactive Investor,Conrad Branson,,"Kingswood Capital Partners, LLC",,,Salesforce
10810090,Inactive Investor,Tim Britten,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,tim.britten@fidelity.com,,Salesforce
10645521,,Stephen Cless,,,stephen.cless@schwab.com,,List Import
10960428,Inactive Investor,William Taylor,,"Truist Investment Services, Inc. Williamston NC 603 E Boulevard",grif.taylor@truist.com,,Salesforce
11137245,Inactive Investor,Tony Witty,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Bowling Green KY 1131 Fairview Ave",tony.witty@stifel.com,,Salesforce
11156413,Inactive Investor,John Tibensky,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",john.tibensky@nm.com,,Salesforce
11064721,Inactive Investor,Alex Wanerman,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,alex.wanerman@fmr.com,,Salesforce
9610961,,STEVEN WILAMOWSKY,,,eliwi@aol.com,,List import
9640819,,Pei Liu,,,12346@qq.com,,List import
10885206,Inactive Investor,Joseph Baer,Financial Advisor,Edward Jones Waunakee WI 114 E Main St,joseph.baer@edwardjones.com,,Salesforce
107599,,Jack Payne,,J&L Trust,jakejan65@yahoo.com,2083087927,
11029492,Inactive Investor,James Carey,Private Wealth Advisor,"Ameriprise Financial Services, LLC North Reading MA 350 Park St",james.r.carey@ampf.com,,Salesforce
11062305,Inactive Investor,Casey Heathcott,Financial Advisor,Edward Jones Conroe TX 2040 N Loop 336 W,casey.heathcott@edwardjones.com,,Salesforce
10841730,Inactive Investor,Drew Dombrowski,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",drew.dombrowski@ml.com,,Salesforce
9582066,,Clive Gershon,,,clivegershon@gmail.com,,List import
10865982,Inactive Investor,Christi Staib,Wealth Manager,LPL Financial LLC Plano TX 5409 Grasmere Dr,christi.staib@lpl.com,,Salesforce
11082387,Inactive Investor,Bruce Gaylord,,"Sanctuary Securities, Inc.",bgaylord@danoyes.com,,Salesforce
11066073,Inactive Investor,Bret Schardt,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Wilmington NC 1055 Military Cutoff Rd",bret.schardt@rbc.com,,Salesforce
1005317,Inactive Investor,Alex Vaz,,ICONIQ,alex@iconiqcapital.com,,
10999032,Inactive Investor,Bakhtiar Hussaini,Financial Advisor;Senior Vice President,Santander Securities LLC Lexington MA 1822 Massachusetts Ave,bakhtiar.hussaini@santanderinvestments.com,,Salesforce
156531,,Hugo Malorey,,[Unknown],hugo.malorey@gmail.com,,Direct
11093354,Inactive Investor,Colleen Reed,,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,,,Salesforce
10848216,Inactive Investor,Marcus Sykora,,State Farm VP Management Corp. Osage Beach MO 3535 Osage Beach Pkwy,,,Salesforce
10804134,Inactive Investor,David Sommers,Registered Principal,LPL Financial LLC West Des Moines IA 2700 Westown Pkwy,david.sommers@lpl.com,,Salesforce
10986386,Inactive Investor,Richard Wimmer,Lead Financial Advisor,Meredith Wealth Planning,,,Salesforce
9621343,,Sylvain Mestrallet,,,sylvain.mestrallet@gmail.com,,List import
10860057,Inactive Investor,Thomas Drake,Managing Member,"Integritas Semper, LLC",,,Salesforce
9591740,,Grigory Konushev,,,gkonushev@gmail.com,,List import
10756363,Inactive Investor,David Vucovich,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",david_vucovich@ml.com,,Salesforce
10801963,Inactive Investor,Richard Payne,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,richard.c.payne@ubs.com,,Salesforce
10828666,Inactive Investor,Christopher Crooks,Co-Chief Investment Officer;Senior Portfolio Manager,Tower Bridge Advisors,ccrooks@towerbridgeadvisors.com,,Salesforce
11108171,Inactive Investor,Felix Agbebo,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,felix.agbebo@jpmorgan.com,,Salesforce
10990224,Inactive Investor,Liam Munro,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,,,Salesforce
11211165,Inactive Investor,Rohit Dhawan,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",rohit.dhawan@wellsfargoadvisors.com,,Salesforce
9594170,,Peter Moran,,,p.moran@pyrford.co.uk,,List import
11131443,Inactive Investor,Darcie Caspersen,,"Osaic Wealth, Inc. The Villages FL 2574 Dartford Ter",,,Salesforce
11187823,Inactive Investor,Larry Jones,,"Calton & Associates, Inc. San Antonio TX 4610 De Zavala Rd",,,Salesforce
10752340,Inactive Investor,John Barnes,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,john.b.barnes@jpmorgan.com,,Salesforce
10791530,Inactive Investor,Ted Ault,,"Farmers Financial Solutions, LLC Saint Paul MN 2189 Cedar Ridge Cir",tault@farmersagent.com,,Salesforce
9643434,,bo zou,,,zou.bo.0@hotmail.com,,List import
11113573,Inactive Investor,Mark Timko,,"The Investment Center, Inc. Waynesville MO 107 Ichord Ave",mtimko@investmentctr.com,,Salesforce
10836455,Inactive Investor,John Polley,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Amarillo TX 500 S Taylor St,john.polley@morganstanley.com,,Salesforce
10925023,Inactive Investor,Chris Condle,Senior Investment Advisor,"INVST, LLC",chris@invst.com,,Salesforce
10948180,Inactive Investor,Kathleen Coss,,PFS Investments Inc. Springfield MO 1911 S National Ave,kathleencoss@primerica.com,,Salesforce
10862755,Inactive Investor,Randall Huyser,Chief Executive Officer;Chief Investment Officer;Owner,Full Compass Investment Advisors,,,Salesforce
9577151,,Shannon Portier,,,delorisfox1962@gmail.com,,List import
10816068,Inactive Investor,John Fitzgerald,,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",john.fitzgerald@prudential.com,,Salesforce
151370,,Josh Harvey,,[Unknown],d-1vv41bkd23o6h2me050@maildrop.cc,,
5238172,,Craig Buddo,,,craigbuddo@hotmail.com,,Web Form Fillout
10996111,Inactive Investor,Alfredo Fuentes,,"Wells Fargo Clearing Services, LLC Corona CA 3877 Bedford Canyon Rd",,,Salesforce
9584840,,Christopher Jensen,,,christopher.d.jensen@gmail.com,,List import
346093,,Bill Gunderson,President,Gunderson Capital Management,bill@gundersoncapital.com,619-452-1432,Manual List Upload
10879115,Inactive Investor,Sean Murphy,Financial Advisor,Edward Jones Chesapeake VA 501 Independence Pkwy,,,Salesforce
39551,,Paul Cheng,,"Transamerica Financial Advisors, Inc",paul.cheng@transamerica.com,718-717-7787,
11060159,Inactive Investor,Jenny Lira,Wealth Management Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
11096495,Inactive Investor,Daniel Berczik,Chief Compliance Officer;Managing Partner,"Gibson Capital, LLC",daniel.b@gibsoncapital.com,,Salesforce
9590328,,Jim Coppedge,,,jcoppedge@crossmarkglobal.com,,List import
10862399,Inactive Investor,Christopher Sweeney,,LPL Financial LLC Toledo OH 6012 Renaissance Pl,christopher.sweeney@lpl.com,,Salesforce
11107259,Inactive Investor,Gabriel Chico,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",gabriel.chico@equitable.com,,Salesforce
11229880,Inactive Investor,Cecile Baggenstos,,&Partners Pe Ell WA Private Residence,,,Salesforce
10614509,,Evan Levy,Financial Advisor,,evanlevy@nesteggadvisors.net,,List Import
11109372,Inactive Investor,Kayla Fortanel,Financial Advisor;Financial Representative,"Principal Securities, Inc. Rossville GA Private Residence",fortanel.kayla@principal.com,,Salesforce
11088204,Inactive Investor,Jennifer Hart,,LPL Financial LLC San Diego CA 12348 High Bluff Dr,jennifer.isaacs@lpl.com,,Salesforce
11047359,Inactive Investor,Matthew Ott,President,Krilogy,,,Salesforce
10762954,Inactive Investor,Heather Crawford,Senior Client Relationship Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",heather.crawford2@ml.com,,Salesforce
10489320,,Salinda Nowell,"Associate Director, Supervisory Officer",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,salinda.nowell@ubs.com,214-965-6160,List Import
11055064,Inactive Investor,Scott Queen,,State Farm VP Management Corp.,scott.queen.hf37@statefarm.com,,Salesforce
11042835,Inactive Investor,Jill Grimes,Chief Compliance Officer;Director - Operations,Centurion Wealth Management,jgrimes@centurionwealth.com,,Salesforce
346883,,Dave Schue,"Research Analyst, Portfolio Manager","Cascade Investment Advisors, Inc.",david.schue@cascadeinvestors.com,503-417-1950,Manual List Upload
10761789,Inactive Investor,Lynnette Busenburg-Hill,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",lynnette.busenburg-hill@ml.com,,Salesforce
11065129,Inactive Investor,Michael Muchortow,,"Avantax Investment Services, Inc. Rochester MI 800 W University Dr",,,Salesforce
11135716,Inactive Investor,Devin Aylward,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,devin.aylward@fidelity.com,,Salesforce
11116070,Inactive Investor,Kevin Leong,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10806255,Inactive Investor,Thomas Mincy,,"Ausdal Financial Partners, Inc. Indianapolis IN 10072 Graceful Landing Dr",tommincy@afpadvisor.com,,Salesforce
10888464,Inactive Investor,Brian Wasson,Financial Advisor,"Ameriprise Financial Services, LLC Keller TX 100 Keller Pkwy",brian.wasson@ampf.com,,Salesforce
9566667,,Erica Lindo,,,lindo.erica@gmail.com,,List import
10974652,Inactive Investor,Theresa Kroll,Operations Manager,"Outlook Capital Management, LLC Reno NV 1515 Plumas St",,,Salesforce
11105108,Inactive Investor,Frances Day,Financial Advisor,Edward Jones North Conway NH 1976 White Mountain Hwy,frannie.day@edwardjones.com,,Salesforce
10825154,Inactive Investor,Justin Baker,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",justin.baker@rbc.com,,Salesforce
10788645,Inactive Investor,John Anderson,,D.A. Davidson & Co. Twin Falls ID 450 Falls Ave,,,Salesforce
10978953,Inactive Investor,Linda Malek-Aslanian,,NYLIFE Securities LLC New York NY 285 Fulton St,lmalekaslani@ft.newyorklife.com,,Salesforce
11144053,Inactive Investor,Efrain Toro,Financial Consultant,LPL Financial LLC Miami FL 5251 SW 64th Ave,,,Salesforce
11207682,Inactive Investor,Waqas Khan,Financial Advisor,LPL Financial LLC Sacramento CA 2761 Del Paso Rd,w.khan@lpl.com,,Salesforce
9579916,,Ying Fang,,,ying.fang@transamerica.com,,List import
10843183,Inactive Investor,Stephen Giannantonio,,Aegis Capital Corp.,sgiannantonio@aegiscap.com,,Salesforce
10656086,,Michael Smith,,,michael.smith@unitedcp.com,,List import
11196954,Inactive Investor,Michael Mills,,"Sanctuary Securities, Inc. Spring TX 9950 Woodloch Forest Dr",mmills@sanctuarywealth.com,,Salesforce
11060191,Inactive Investor,Hsiang Su,,Cetera Investment Services LLC San Gabriel CA 825 E Valley Blvd,,,Salesforce
11018523,Inactive Investor,Lori Billiter,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11199986,Inactive Investor,Spencer Fredrickson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,spencer.fredrickson@morganstanley.com,,Salesforce
10813242,Inactive Investor,John Carr,Financial Advisor,"Northwestern Mutual Investment Services, LLC Moosic PA 52 Glenmaura National Blvd",jack.carr@nm.com,,Salesforce
10933654,Inactive Investor,Rachel Williams,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,rachel.williams@primerica.com,,Salesforce
10752585,Inactive Investor,Jared Larrow,Financial Advisor,"Ameriprise Financial Services, LLC South Burlington VT 550 Hinesburg Rd",jared.a.larrow@ampf.com,,Salesforce
10854240,Inactive Investor,James Czubek,Financial Advisor,"Associated Investment Services, Inc. Suamico WI 3501 Veterans Ave",james.czubek@associatedbank.com,,Salesforce
1641306,,Ben K,,[Unknown],benkrula@yahoo.com,,
11035546,Inactive Investor,James Sams,,"Principal Securities, Inc. Cape Girardeau MO 1435 N Mount Auburn Rd",,,Salesforce
10812064,Inactive Investor,Lisa Vito,,NYLIFE Securities LLC Baton Rouge LA 2431 S Acadian Trwy,lfvito@ft.newyorklife.com,,Salesforce
10996364,Inactive Investor,Ke Gong,,Deutsche Bank Securities Inc.,,,Salesforce
10808488,Inactive Investor,Mark O'Connor,,"Mesirow Financial, Inc. New York NY 140 E 45th St",moconnor@mesirowfinancial.com,,Salesforce
10863312,Inactive Investor,Giles Simpson,,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Rock Spring Rd",giles.simpson@wellsfargoadvisors.com,,Salesforce
11025918,Inactive Investor,Howard Sandefer,Financial Advisor,PNC Investments Plano TX 2900 Legacy Dr,howard.sandefer@pnc.com,,Salesforce
10817332,Inactive Investor,Ronald Walker,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Burlington NC 1708 Westbrook Ave",ron.walker@wellsfargoadvisors.com,,Salesforce
11193467,Inactive Investor,Colby Spann,Client Relationship Consultant,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",colby.spann@raymondjames.com,,Salesforce
10783175,Inactive Investor,John Wolf,Risk Analyst,PNC Investments Loveland OH Private Residence,john.wolf@pnc.com,,Salesforce
9585239,,Stacie Gayler,,,stacie.gayler@fidelity.com,,List import
11200046,Inactive Investor,Andrew Bouquet,Advisor,"Moneta Group Investment Advisors, LLC",,,Salesforce
10898724,Inactive Investor,Henry Greenberg,Financial Advisor,LPL Financial LLC Worcester MA 1 Mercantile St,henry.greenberg@lpl.com,,Salesforce
10964890,Inactive Investor,Johannon Rucker,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",johannon.rucker@nm.com,,Salesforce
11165496,Inactive Investor,Lincoln Smith,,"Raymond James Financial Services, Inc. Bluefield WV 211 Federal St",smith.lincoln@raymondjames.com,,Salesforce
11131429,Inactive Investor,Taylor Johnson,,"Osaic Wealth, Inc. Bryan TX 108 N Ave E",,,Salesforce
10794923,Inactive Investor,Glenda Foster,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Indianapolis IN 10333 N Meridian St",joyce.g.foster@ampf.com,,Salesforce
11116424,Inactive Investor,Marci Mauro,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",marci.mauro@wellsfargo.com,,Salesforce
11163906,Inactive Investor,Daryl Steiner,,"Osaic Wealth, Inc. Bluffton OH 141 N Main St",,,Salesforce
11228635,Inactive Investor,Widneliz Morales De Jesus,,J.P. Morgan Securities LLC Lehigh Acres FL 5767 Lee Blvd,nelly.moralesdejesus@jpmorgan.com,,Salesforce
11253196,,Glenn Hagans,,,gthcapital@yahoo.com,,Web Form Fillout
10868384,Inactive Investor,Vickie Curtis,,PFS Investments Inc. Greensboro NC 1031 Summit Ave,vickie.curtis@primerica.com,,Salesforce
11085455,Inactive Investor,Beth Whipple,,LPL Financial LLC Cambridge MD 411 Muse St,beth.whipple@lpl.com,,Salesforce
10841275,Inactive Investor,Melanie Burnett,,"Wells Fargo Clearing Services, LLC Madison FL 200 W Base St",melanie.burnett@wellsfargo.com,,Salesforce
11080039,Inactive Investor,Gerald Hughes,Financial Advisor,LPL Financial LLC Ontario CA Private Residence,gerald.hughes@lpl.com,,Salesforce
9632055,,jeonghun kim,,,jhkim9684@naver.com,,List import
10956343,Inactive Investor,Daniel Mette,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10929626,Inactive Investor,Janet Pearson,,"First Citizens Investor Services, Inc. Kinston NC 800 N Queen St",,,Salesforce
221739,,Vincent Wolk,,[Unknown],vwolk0816@gmail.com,,
10941633,Inactive Investor,Glenroy Joseph,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11082055,Inactive Investor,Mark Idzik,Financial Advisor,"Holistic Financial Partners, LLC",mark.idzik@holisticfinancialpartners.com,,Salesforce
11028103,Inactive Investor,Touseef Bhatti,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",touseef.a.bhatti@nm.com,,Salesforce
347985,,Tom Gillis,Partner,The Riverside Company,tgillis@trccs.com,212-265-6575,Manual List Upload
11054663,Inactive Investor,Deborah Kroschel,,"Farmers Financial Solutions, LLC Hinckley MN 208 Fire Monument Rd",,,Salesforce
10776019,Inactive Investor,Michael Stiefel,Financial Advisor,LPL Financial LLC Greensboro NC 620 Green Valley Rd,mike.stiefel@lpl.com,,Salesforce
11041840,Inactive Investor,Melissa Broussard,,J.P. Morgan Securities LLC Zachary LA 4431 Hwy 19,melissa.c.broussard@chase.com,,Salesforce
11121355,Inactive Investor,John Finney,Financial Advisor,Edward Jones New Orleans LA 6255 Marshal Foch St,john.finney@edwardjones.com,,Salesforce
11086254,Inactive Investor,Maria Jimenez-Aguayo,,"Sanctuary Securities, Inc.",mjimenez-aguayo@sanctuarywealth.com,,Salesforce
11183631,Inactive Investor,Philip Maliniak,,United Planners' Financial Services of America A Limited Partner Virginia Beach VA 4317 Bonney Rd,,,Salesforce
10815254,Inactive Investor,Jonn Wullschleger,Co-Chief Investment Officer;Director;Portfolio Manager;Secretary;Vice President,Mitchell Capital Management Co,,,Salesforce
10854779,Inactive Investor,Brian Beyer,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",brian.beyer@schwab.com,,Salesforce
11168886,Inactive Investor,Kyle Elmendorf,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kyle_elmendorf@vanguard.com,,Salesforce
11195480,Inactive Investor,David Kornberg,Chief Compliance Officer;Managing Director;Partner,Attessa Capital LLC,dkornberg@attessacapital.com,,Salesforce
10695879,,Jesse Lewis,,Advisor360�,jlewis@advisor360.com,,List Import
11040219,Inactive Investor,Vicki Marchand,Investment Advisor Representative,KPP Advisory Services LLC,,,Salesforce
10887481,Inactive Investor,Ryan Pryslak,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",ryan.m.pryslak@wellsfargo.com,,Salesforce
10992797,Inactive Investor,Rachael Wynkoop,,Goldman Sachs & Co.,,,Salesforce
11212087,Inactive Investor,Leslie Boor,Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,lboor@rwbaird.com,,Salesforce
10906298,Inactive Investor,Laura Briggs,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9617291,,Marvin Miranda,,,marvinmirandajr@gmail.com,,List import
10906292,Inactive Investor,Michelle Cox,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",michelle.cox@schwab.com,,Salesforce
9553285,,Nathan Rosenberg,,,nathanstrades@gmail.com,,List import
10957721,Inactive Investor,Alexander Mckendry,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",alexander.mckendry@ml.com,,Salesforce
9606655,,Ashraf Khatib,,,vernadaholding@gmail.com,,List import
9571728,,khac tiep tran,,,typhueth6@gmail.com,,List import
11142050,Inactive Investor,Michael Abbinante,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",michael.abbinante@ml.com,,Salesforce
11173618,Inactive Investor,Jeffrey Householder,Financial Advisor,Edward Jones Corona Del Mar CA 517 Poinsettia Ave,jeff.householder@edwardjones.com,,Salesforce
9573637,,David Henion,,,henion@forte-capital.com,,List import
11102855,Inactive Investor,Benjamin Clark,,"Northwestern Mutual Investment Services, LLC",benjamin.clark@nm.com,,Salesforce
10934444,Inactive Investor,Kyle Smith,,NYLIFE Securities LLC Grass Valley CA 216 W Empire St,ksmith2@ft.newyorklife.com,,Salesforce
10815822,Inactive Investor,John Gregorio,Financial Consultant;Financial Planner,Commonwealth Financial Network Lynnfield MA 50 Salem St,jgregorio@commonwealth.com,,Salesforce
9614080,,Miguel Casanova,,,mcasanova@lwimusa.com,,List import
11071051,Inactive Investor,Angela Platt,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
10485718,,Асылбек Байдаулетов,,,asylbekbajdauletov8@gmail.com,,Web Form Fillout
11101237,Inactive Investor,Scott Portlock,Investment Advisor Representative,Commonwealth Financial Network San Antonio TX 500 N Loop 1604 E,sportlock@commonwealth.com,,Salesforce
11147097,Inactive Investor,John Westphal,,LPL Financial LLC Oshkosh WI 50 Pearl Ave,john.westphal@lpl.com,,Salesforce
10934911,Inactive Investor,Terry Manuel,,LPL Financial LLC Statesboro GA 940 Northside Dr E,terry.manuel@lpl.com,,Salesforce
186724,,Tom Unger,,[Unknown],tom.unger@gmail.com,,source
373120,,Kathleen Deggelman,,[Unknown],kathleen@deggelman.com,,source
52834,,Brian Colvert,"Managing Member, Chief Compliance Officer","Bonfire Financial, Llc",brian@bonfirefinancial.com,719-394-3900,Manual List Upload
10811736,Inactive Investor,Mary Rozzi,,PFS Investments Inc. Belle Vernon PA 523 Broad Ave,mary.rozzi@primerica.com,,Salesforce
11138519,Inactive Investor,Ubaldo Sandoval,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9572043,,Alex Vasichek,,,avasichek@massmutual.com,,List import
10877658,Inactive Investor,Bret Robbe,Financial Advisor,Edward Jones Nashville TN 5550 Franklin Pike,bret.robbe@edwardjones.com,,Salesforce
348563,,Jonathan Gossett,,"Dempsey Lord Smith, LLC",perry.gossett@dempseyi.com,706-238-9575,
9547475,,Raymond Stachurski,,,beaconclean@gmail.com,,List import
11046342,Inactive Investor,Patrick Donnelly,Senior Wealth Advisor,"The Colony Group, LLC",pdonnelly@thecolonygroup.com,,Salesforce
11182340,Inactive Investor,Thomas Carroll,Chief Executive Officer;President;Principal,Homrich Berg,thomas.carroll@homrichberg.com,,Salesforce
11063880,Inactive Investor,Laudun Val,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11194734,Inactive Investor,William Ryan,,Sigma Financial Corporation Milford MI 425 W Huron St,wryan@sigmarep.com,,Salesforce
9622097,,Paul Smith,,,paulsmith@genesis.ky,,List import
11230640,Inactive Investor,Abidemi Payne,,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",,,Salesforce
11028128,Inactive Investor,Elizabeth Perry,,NYLIFE Securities LLC Bella Vista AR Private Residence,eaperry@ft.newyorklife.com,,Salesforce
2632617,,Aravind Sastry,,,aravind@venitconsulting.com,,
9596192,,James Ng,,,ezmony511@aol.com,,List import
9601410,,Marcelo Wekser,,,marcelowekser@yahoo.com.ar,,List import
10933706,Inactive Investor,Bryan Heward,,PFS Investments Inc. Chandler AZ 1820 E Ray Rd,bryan.heward@primerica.com,,Salesforce
11057494,Inactive Investor,Kyle Courtnall,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Edgewater MD 3062 Solomons Island Rd,kyle.courtnall@chase.com,,Salesforce
10825881,Inactive Investor,Ian Kahil,Financial Advisor,Commonwealth Financial Network Coatesville PA 1224 W Lincoln Hwy,ikahil@commonwealth.com,,Salesforce
10921595,Inactive Investor,Louis Pettinato,Investment Advisor Representative,LPL Financial LLC Scranton PA 1101 Penn Ave,louis.pettinato@lpl.com,,Salesforce
10788303,Inactive Investor,Paul Huval,Complex Manager;Managing Director - Investments,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",paul.huval@raymondjames.com,,Salesforce
10880428,Inactive Investor,Matthew Ilteris,Senior Wealth Advisor,"The Colony Group, LLC",milteris@thecolonygroup.com,,Salesforce
149694,,Chris Hooper,,[Unknown],chrishooper1987@hotmail.com,,Webinar
28962,,Matthew Cullen,Head Of Legal And Compliance - Chief Compliance Officer,Ubp Investment Advisors S.a.,matthew.cullen@ubpias.com,412-231-74960,
10900161,Inactive Investor,Jessica Jefferson-Edwards,,Morgan Stanley,jessica.jefferson-edwards@morganstanley.com,,Salesforce
9564808,,David Dassell,,,david.dassell@valic.com,,List import
10862905,Inactive Investor,Hormoz Aslani,,"CUSO Financial Services, L.P. Lakewood CA 2660 Carson St",,,Salesforce
10759070,Inactive Investor,Richard Simenhoff,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",richard.j.simenhoff@wellsfargoadvisors.com,,Salesforce
9559857,,Charles Mahaffey,,,cmahaffey@franklin-street.com,,List Import
11255410,Inactive Investor,Robert Brinkman,Financial Advisor,Capital Investment Advisors,r.brinkman@capitalamg.com,,Salesforce
11103783,Inactive Investor,Sherry MacLean Maurer,Financial Advisor,LPL Financial LLC Princeton NJ 922 Commons Way,sherry.maclean@lpl.com,,Salesforce
11106121,Inactive Investor,Patrick Connelly,Financial Advisor,Professional Planning Group,pconnelly@ppgadvisors.com,,Salesforce
11159092,Inactive Investor,Benjamin Lapointe,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",benjamin.lapointe@raymondjames.com,,Salesforce
10777044,Inactive Investor,Paul Sartori,Managing Principal;Partner;Principal,"Legacy Financial Advisors, Inc.",sartori@legacyfinancialadvisors.com,,Salesforce
11040090,Inactive Investor,Barbara Roth,,"Alexander Capital, L.P.",broth@alexandercapitallp.com,,Salesforce
11190074,Inactive Investor,Taneil Brown-Prudence,,Morgan Stanley Alpharetta GA 3 Edison Dr,taneil.brown-prudence@morganstanley.com,,Salesforce
10661134,,Olivia Wallen,,,olivia.docs@proton.me,9343330723,Web Form Fillout
10814602,Inactive Investor,James Vannah,Chief Legal Officer;Secretary,Santander Securities LLC Dorchester MA 2 William T Morrissey Blvd,,,Salesforce
11035031,Inactive Investor,Tyler Petrillo,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,tpetrillo@primerica.com,,Salesforce
10874231,Inactive Investor,Colin Falls,Chief Executive Officer;President,GeoWealth Management LLC,colin.falls@geowealth.com,,Salesforce
217896,,Frank Pagano,,[Unknown],fxpjr2@gmail.com,,Direct
10989503,Inactive Investor,Daniel Itzhaki,Analyst;Investment Advisor,"Tamar Securities, LLC",daniel@tamarsecurities.com,,Salesforce
333715,,Joseph Hilliard,Investment Advisor Representative,"Retirement Plan Advisors, Llc",jhilliard@retirementplanadvisors.com,312-701-1100,Manual List Upload
10778802,Inactive Investor,Stephen Melz,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",stephen.melz@ml.com,,Salesforce
10892888,Inactive Investor,Jonathan Dekker,Financial Advisor,LPL Financial LLC Bay City MI 1199 S Euclid Ave,jonathan.dekker@lpl.com,,Salesforce
10898674,Inactive Investor,Paul Chapman,Financial Planner;Investment Advisor,"Colburn Wealth Management, LLC",paul@colburnwm.com,,Salesforce
11194715,Inactive Investor,David Veltri,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",david.veltri@wellsfargoadvisors.com,,Salesforce
10994846,Inactive Investor,Brett Letchworth,Private Client Advisor,J.P. Morgan Securities LLC Lafayette LA 2510 Moss St,brett.letchworth@jpmorgan.com,,Salesforce
9640288,,Zoie Silver,,,zflaks@beacontrust.com,,List import
10897667,Inactive Investor,Ainslee Yu,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10981044,Inactive Investor,Alexander Munnell,Investment Consultant,"Clear Brook Advisors, Inc.",alex@clearbrookadvisors.com,,Salesforce
9577300,,Mikeal Alligood,,,adam.alligood@lfg.com,,List import
11130822,Inactive Investor,Cole Chiappialle,Wealth Advisor,LPL Financial LLC Pittsburgh PA 875 Greentree Rd,cole.chiappialle@lpl.com,,Salesforce
10914487,Inactive Investor,David Jerke,Financial Advisor,LPL Financial LLC Tacoma WA 611 N Fife St,david.jerke@lpl.com,,Salesforce
10824615,Inactive Investor,Jamil Eyvazzadeh,,"Raymond James & Associates, Inc. Springfield MA 1500 Main St",jamil.eyvazzadeh@raymondjames.com,,Salesforce
10944607,Inactive Investor,Thomas Aamot,Chief Compliance Officer;Managing Member,Calhoun Financial Planning and Management,,,Salesforce
56761,,Christopher Bergst,Financial Associate,Thrivent Investment Management Inc.,christopher.bergst@thrivent.com,,
10984766,Inactive Investor,Chad Burger,Chief Compliance Officer;Owner,Reserve Wealth Planning,,,Salesforce
10877866,Inactive Investor,David Ohanian,Regional Manager,"City National Securities, Inc. Irvine CA 18111 Von Karman Ave",david.ohanian@cnb.com,,Salesforce
11104616,Inactive Investor,Tasha Hale,,Ally Invest Securities LLC,,,Salesforce
11130739,Inactive Investor,Mercedes Napoli,,LPL Financial LLC Portland OR 975 SE Sandy Blvd,mercedes.napoli@lpl.com,,Salesforce
10906634,Inactive Investor,Chloe Blythe,Financial Planner;Owner;Principal,Galecki Financial Management Inc,chloe@galecki.com,,Salesforce
10619058,,William Fairfield,,,bill.fairfield@morganstanley.com,,List Import
11184866,Inactive Investor,Lawrence Wood,Owner;President,L.M. Wood CFP Colorado Springs CO 3123 Blackwood Pl,,,Salesforce
11070945,Inactive Investor,Sara McCall,Client Service Associate,Morgan Stanley Shreveport LA 333 Texas St,sara.mccall@morganstanley.com,,Salesforce
10809034,Inactive Investor,Daniel Mullane,,"Herbert J. Sims & Co, Inc.",dmullane@hjsims.com,,Salesforce
11141176,Inactive Investor,Corinne Fond,Financial Advisor,MKT Advisors LLC Belmont MA Private Residence,corinne@mktadvisorsllc.com,,Salesforce
10902068,Inactive Investor,Robert Casey,Financial Advisor;Financial Planner;Managing Partner;Senior Vice President,GDS Wealth Management,robert.casey@gdsandassociates.com,,Salesforce
11120355,Inactive Investor,Nicholas Simpson,,J.P. Morgan Securities LLC Fairfield CT 1401 Post Rd,,,Salesforce
10926405,Inactive Investor,Catherine Miller,Vice President,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",catherine.miller@schwab.com,,Salesforce
11170300,Inactive Investor,Joseph Jones,Financial Advisor,Edward Jones Denton TX 2925 Country Club Rd,,,Salesforce
11146213,Inactive Investor,Rick Berry,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Denver CO 1550 Market St,rick.berry@morganstanley.com,,Salesforce
11192142,Inactive Investor,Juleigh Shinn,Financial Advisor,Edward Jones Snellville GA 1970 Main St E,juleigh.shinn@edwardjones.com,,Salesforce
10951309,Inactive Investor,Brandon O'Neal,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Smith AR 3500 S 79th St",brandon.oneal@wellsfargoadvisors.com,,Salesforce
10833278,Inactive Investor,John Difonzo,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",john.difonzo@prudential.com,,Salesforce
10908912,Inactive Investor,Nicholas Siragusa,,"Wells Fargo Advisors Financial Network, LLC Staten Island NY 4864 Arthur Kill Rd",nicholas.siragusa@wfafinet.com,,Salesforce
11138383,Inactive Investor,Kira Rosoff,,"Bessemer Investor Services, Inc.",rosoff@bessemer.com,,Salesforce
349292,,Caitlin Guinee,Partner,Tailwind Capital,cguinee@tailwind.com,212-271-3800,Manual List Upload
10831835,Inactive Investor,Raymond Carothers,Financial Advisor,"Ameriprise Financial Services, LLC Clemson SC 100 Shorecrest Dr",raymond.e.carothers@ampf.com,,Salesforce
10851301,Inactive Investor,Philip Webb,Financial Advisor,"Good Life Advisors, LLC Bridgeville PA 100 Emerson Ln",philip.webb@goodlifefa.com,,Salesforce
10959906,Inactive Investor,Ray Stanley,Financial Advisor,Lincoln Investment Canyon Lake TX Private Residence,rstanley@lincolninvestment.com,,Salesforce
10969773,Inactive Investor,Quais Hasseeb,,LPL Financial LLC Walnut Creek CA 1111 Civic Dr,quais.hasseeb@lpl.com,,Salesforce
9561941,,Eric Nichols,,,etnichols@unitedplanners.com,,List import
10870061,Inactive Investor,Michael Hou,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
10811304,Inactive Investor,Michael Fleischer,Financial Advisor;Financial Planning Specialist;Managing Director;Senior Investment Management Consultant,Morgan Stanley Troy MI 101 W Big Beaver Rd,michael.fleischer@morganstanley.com,,Salesforce
11162903,Inactive Investor,Nathanael Arthurs,,"Ameritas Investment Company, LLC Indiana PA 1730 Philadelphia St",narthurs@ameritas.com,,Salesforce
10807097,Inactive Investor,Thomas Headlee,,"Grove Point Investments, LLC Kennesaw GA 3850 Glenlake Springs Ct NW",theadlee@hbeckinc.com,,Salesforce
10771349,Inactive Investor,Shirley Chen,Complex Service Manager;Vice President,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,shirley.chen@ubs.com,,Salesforce
10782218,Inactive Investor,Oliver Owens,First Vice President - Wealth Management,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,oliver.owens@ubs.com,,Salesforce
11205326,Inactive Investor,Ryan Taylor,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",ryan.b.taylor@ml.com,,Salesforce
11016483,Inactive Investor,Daniel Jeleniewicz,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",daniel.jeleniewicz@equitable.com,,Salesforce
11298299,,Paul Rubin,,,paulrbn@gmail.com,,Web Form Fillout
11177795,Inactive Investor,Jose Valdez,,"Spartan Capital Securities, LLC",,,Salesforce
10793874,Inactive Investor,David Miller,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Plano TX 7500 Dallas Pkwy,david.miller@morganstanley.com,,Salesforce
11131969,Inactive Investor,Charles Balis,Chairman,Belpointe Asset Management LLC New York NY 6 Stone St,charles.balis@belpointeasset.com,,Salesforce
11027885,Inactive Investor,Michael Shope,,State Farm VP Management Corp. Carlisle PA 812 W High St,mike.shope.jho8@statefarm.com,,Salesforce
11059132,Inactive Investor,Kevin Brosmith,,"Equitable Advisors, LLC Milford CT 612 Wheelers Farms Rd",,,Salesforce
374354,,Ryon Frisch,"Advisor, Financial Planner, Financial Professional",NorthPlace Wealth Advisors,ryonfrisch@financialguide.com,480-638-2103,Manual List Upload
10809154,Inactive Investor,Stephen Bouffard,Client Associate,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",steve.bouffard@wellsfargo.com,,Salesforce
10933855,Inactive Investor,Caleb Clark,Financial Advisor,Edward Jones Boerne TX 138 Old San Antonio Rd,caleb.clark@edwardjones.com,,Salesforce
11022904,Inactive Investor,Ayleen Hernandez,,J.P. Morgan Securities LLC Lafayette CO 200 N Public Rd,ayleen.hernandez@jpmorgan.com,,Salesforce
11176039,Inactive Investor,Barry Beach,,"Mason Securities, Inc.",,,Salesforce
1005364,Inactive Investor,sdadaddsa sdadaddsa,,TBD,adamsach4444@gmail.com,adamsach4444@gmail.com,
11079807,Inactive Investor,Shailyn Rodriguez-Espinal,,J.P. Morgan Securities LLC Danbury CT 99 Federal Rd,shailyn.rodriguez-espinal@jpmorgan.com,,Salesforce
10859533,Inactive Investor,Dino Johnson,Financial Advisor;Vice President,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,dinojohnson@janney.com,,Salesforce
9547967,,Jordan Austin,,,jordan.austin@thrivent.com,,List import
10863435,Inactive Investor,Dorece Johnson,Financial Advisor,Edward Jones Stevens Point WI 1060 Centerpoint Dr,dorie.johnson@edwardjones.com,,Salesforce
11132823,Inactive Investor,Roger Earle,,NYLIFE Securities LLC Sumner WA 16407 64th St E,rdearle@ft.newyorklife.com,,Salesforce
9618944,,William Essin,,,wessin@unicomcapital.com,,List import
11123856,Inactive Investor,Karen Jacome,Financial Advisor,LPL Financial LLC Tucson AZ 10655 N Oracle Rd,karen.jacome@lpl.com,,Salesforce
11125865,Inactive Investor,Ruby Waibel,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",ruby.waibel@schwab.com,,Salesforce
10489588,,Kathryn Tonkel,"Account Executive, Assistant Vice President",Fisher Investments,k.tonkel@fi.com,,List import
11143638,Inactive Investor,Shamari Watkins,Relationship Banker,J.P. Morgan Securities LLC Atlanta GA 1598 Piedmont Ave NE,shamari.watkins@jpmorgan.com,,Salesforce
11131253,Inactive Investor,Jason Nguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 4233 NE Sandy Blvd",jason.h.nguyen@wellsfargo.com,,Salesforce
10883686,Inactive Investor,Stephanie Reese,Financial Advisor,Edward Jones Cedar Hill TX 320 W Belt Line Rd,stephanie.reese@edwardjones.com,,Salesforce
11208241,Inactive Investor,Clinton Marriott,Vice President,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11168101,Inactive Investor,Grace Ku,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,grace.ku@ubs.com,,Salesforce
9631142,,Lina Botchoukova,,,botchou_tzve@hotmail.com,,List import
10917922,Inactive Investor,Anna Lozano,,J.P. Morgan Securities LLC Apple Valley CA 19311 Bear Valley Rd,anna.lozano@jpmorgan.com,,Salesforce
11118496,Inactive Investor,Nicholas Stewart,Entrepreneur;Vice President,PFS Investments Inc. Lynbrook NY 25 Atlantic Ave,nicholas.stewart@primerica.com,,Salesforce
11082383,Inactive Investor,Brandon Parsons,Financial Advisor,Commonwealth Financial Network Cottage Grove OR 525 N 9th St,bparsons@commonwealth.com,,Salesforce
9609641,,Franklin Imanuel,,,franklin.supit@gmail.com,,List import
10797626,Inactive Investor,David Yaegers,Financial Advisor,LPL Financial LLC Sarasota FL 2477 Stickney Point Rd,david.yaegersjr@lpl.com,,Salesforce
10846126,Inactive Investor,Michael Hemberger,Member;Partner,Delta Capital Management LLC,mhemberger@delta-capital.com,,Salesforce
10800685,Inactive Investor,Glenn Duphiney,Financial Advisor,LPL Financial LLC Denville NJ 145 Diamond Spring Rd,glenn.duphiney@lpl.com,,Salesforce
9641782,,banghao sun,,,sunbanghao@gmail.com,,List import
11076556,Inactive Investor,Darrion Carrington,Financial Advisor;Specialist,Morgan Stanley Shrewsbury NJ 1030 Broad St,darrion.carrington@morganstanley.com,,Salesforce
11033536,Inactive Investor,Matthew Friesner,Branch Manager;Investment Advisor Representative,PFS Investments Inc. Elkhart IN 3020 Windsor Ct,mfriesner@primerica.com,,Salesforce
11160159,Inactive Investor,Danielle Gustin,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",danielle.m.gustin@nm.com,,Salesforce
10908050,Inactive Investor,Talon Supak,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",talon.supak@ml.com,,Salesforce
10908459,Inactive Investor,Michael Cotto,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11058413,Inactive Investor,Larry Watkins,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",larry.watkins@nm.com,,Salesforce
332814,,Ben Lau,CIO,Apriem Advisors,benjamin@apriem.com,,
10773950,Inactive Investor,Brad Manchester,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria Bay NY Private Residence",brad.manchester@wellsfargoadvisors.com,,Salesforce
228511,, -,,[[Unknown]],chiselandstone@gmail.com,,
11218404,,Mauricio Arango,,,mauricio.arango@jpmorgan.com,,List Import
1001825,Inactive Investor,Jeff Andersen,Investment Analyst,Adler Management,jeff.andersen@adlerllc.com, +1 952 351 6149,
10777745,Inactive Investor,Andrea Williams,Financial Advisor,Edward Jones Centralia IL 301 S Poplar St,andrea.williams2@edwardjones.com,,Salesforce
10803559,Inactive Investor,Steven Witek,Financial Advisor,LPL Financial LLC Peru IL 2813 Paza Dr,steve.witek@lpl.com,,Salesforce
9570621,,Neal Furlong,,,nfurlong@hightoweradvisors.com,,List import
348205,,Gregory Hartz,Secretary,"Foundation Resource Management, Inc.",ghartz@foundationresourcemanagement.com,501-534-2675,Manual List Upload
10778818,Inactive Investor,Robin Dziuba,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",robin_dziuba@ml.com,,Salesforce
9614067,,Samuel Donzelli,,,samdonzelli@gmail.com,,List import
11171452,Inactive Investor,Robert Cucchiaro,President;Shareholder,Summit Wealth and Retirement Partners,rob@swrpteam.com,,Salesforce
10947550,Inactive Investor,Yongkun Shea,,J.P. Morgan Securities LLC San Mateo CA 925 E Hillsdale Blvd,ywayne.shea@chase.com,,Salesforce
10876543,Inactive Investor,Roberto Vainrub,Managing Partner;President;Regulatory Contact,"Evolution Wealth Advisors, LLC",rvainrub@ewadvisors.net,,Salesforce
9557317,,Binod Kumar Periwal,,,bkperiwal@greenurja.net,,List import
11094662,Inactive Investor,Lynn Wilson,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,,,Salesforce
10936906,Inactive Investor,John Daniel,Founder;President,"Daniel Investments, Inc.",jsdaniel@danielinvestments.net,,Salesforce
244054,,Russ Cembrinski,Senior Director,Foreside,rcembrinski@foreside.com,19178251793,Manual List Upload
11154034,Inactive Investor,Michael Coleman,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,michael.s.coleman@edwardjones.com,,Salesforce
10855887,Inactive Investor,Steven Calvelli,Managing Director,"Capital Enhancement, LLC",scalvelli@capenh.com,,Salesforce
10489629,,Jason Brown,Investment Advisor,Fisher Investments,jbrown2264@gmail.com,,List Import
9646236,,Jincai Lee,,,shaunlee@qq.com,,List import
9619684,,Stephen Hoover,,,sphoover@gmail.com,,List import
191917,,Kelly O'Connor,,[Unknown],kelly@stagelightgroup.com,,
10830458,Inactive Investor,Raymond Mitchell,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cullman AL 214 2nd Ave SE",raymond.mitchell@tfaconnect.com,,Salesforce
10770729,Inactive Investor,Jocelyn Mitchell,Financial Advisor,Morgan Stanley Springfield MA 1500 Main St,jocelyn.mitchell@morganstanley.com,,Salesforce
11225925,,tom peterson,,,thomasjpeterson@yahoo.com,,Web Form Fillout
11140024,Inactive Investor,Charles Bradfield,,PFS Investments Inc. Wichita KS 515 S Main St,cbradfield@primerica.com,,Salesforce
10841009,Inactive Investor,Robert Ungerer,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",,,Salesforce
11144066,Inactive Investor,Autumn Harvey,,LPL Financial LLC Beachwood OH 3750 Park East Dr,autumn.harvey@lpl.com,,Salesforce
9566321,,JAMES CARVALLYO,,,jpcarvallyo@gmail.com,,List import
10487391,,Anthony Moore,"Chief Compliance Officer, Chief Financial Officer",Anson Funds Management LP,tmoore@ansonfunds.com,,List Import
10615213,,Matthew Marangiello,Financial Advisor,,matthew.marangiello@morganstanley.com,,List Import
10976795,Inactive Investor,Ryan Riker,Financial Advisor,EPI Financial Group,,,Salesforce
224398,,dong-hee kim,,[Unknown],tomars1017@gmail.com,,Direct
10960547,Inactive Investor,Shaun Ferchak,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,sferchak@primerica.com,,Salesforce
10659549,,Richard Walker,,,richard.walker@morganstanley.com,,List Import
9567833,,Ryan Fischer,,,rfischer@camaplan.com,,List import
62437,,Anna Bodine,Chief Compliance Officer,"Harrell Investment Partners, Llc",anna@harrellpartners.com,512-759-8000,Manual List Upload
10959474,Inactive Investor,Rylan Rozell,Wealth Manager,The AmeriFlex Group Bakersfield CA 2008 21st St,,,Salesforce
10903861,Inactive Investor,Robin Hymel,,LPL Financial LLC Metairie LA 3850 N Causeway Blvd,robin.hymel@lpl.com,,Salesforce
11132017,Inactive Investor,Amanda Morris,Resident Director Assistant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",amanda.morris2@ml.com,,Salesforce
334804,,Ellis Short,"Managing Member - Kildare Partners Us, Llc","Kildare Partners Us, Llc",eshort@kildarepartners.com,214-756-6030,Manual List Upload
9565211,,Brian Murphy,,,btm3840@gmail.com,,List import
11053268,Inactive Investor,Leonard Oliver,,PFS Investments Inc. Pompano Beach FL 1000 W McNab Rd,leonard.oliver@primerica.com,,Salesforce
11096812,Inactive Investor,Josh Laychock,Owner;President;Principal;Regulatory Contact,"Northeast Financial Group, Inc.",jlaychock@nefginc.com,,Salesforce
11261027,Inactive Investor,Lantz Bowman,Senior Wealth Advisor,"Advisors Capital Management, LLC Houston TX 20333 State Hwy 249",lantz.bowman@advisorscenter.com,,Salesforce
10875014,Inactive Investor,Holly Presley,Financial Advisor,Edward Jones Blytheville AR 605 N 6th St,holly.presley@edwardjones.com,,Salesforce
10967098,Inactive Investor,Rizwan Khokhar,,"Truist Investment Services, Inc. King of Prussia PA 150 S Warner Rd",,,Salesforce
112949,,Nicholas Tripodes,Vice President,Federated Short Term Income Fund,ntripodes@federatedinv.com,1-412-288-6650,Direct
10606425,,Jason Newman,"Financial Advisor, Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",jason.newman@rbc.com,212-703-6111,List Import
11124032,Inactive Investor,Dennis Harp,,LPL Financial LLC Cleveland OH 21800 Lorain Rd,dennis.harp@lpl.com,,Salesforce
245194,,Melissa Haag,Zurich North America Life,"Regional Vice President for the Private Wealth Group,",robert.beauchamp@zurichna.com,,Manual List Upload
10945038,Inactive Investor,Graham Timion,Associate,Edward Jones Clinton IA 927 N 2nd St,,,Salesforce
10857529,Inactive Investor,Keith Gandy,Registered Client Associate,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",,,Salesforce
9633465,,Joshua Saucier,,,agapeusa8@gmail.com,,List import
11208096,Inactive Investor,Willie Bradley,,"Allstate Financial Services, LLC Dallas TX 18383 Preston Rd",williebradley@allstate.com,,Salesforce
11096844,Inactive Investor,Travis Hutchinson,Managing Member;Managing Partner;Regulatory Contact,"HHM Wealth Advisors, LLC",thutchinson@hhmwealth.com,,Salesforce
11012452,Inactive Investor,Maria Chula Labaso,,PFS Investments Inc. Union NJ 1767 Morris Ave,mlabaso@primerica.com,,Salesforce
10842961,Inactive Investor,Karen O'Brien,Chief Compliance Officer;Managing Member;Principal,trueNorth Wealth Advisors,kobrien@truenorthwa.com,,Salesforce
9562954,,Luke Trosclair,,,ltrosclair@ameritas.com,,List import
11069148,Inactive Investor,Ryan Berns,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",ryan.berns@ml.com,,Salesforce
10872053,Inactive Investor,Gregory Duncan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,gregory.duncan@fmr.com,,Salesforce
11115209,Inactive Investor,Mark Gronner,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",mark.gronner@wellsfargoadvisors.com,,Salesforce
10886175,Inactive Investor,Paul Brock,Chief Operating Officer;Vice President,"Wise Wealth, LLC",paul@wisewealth.com,,Salesforce
9588982,,Krassimir Atanassov,,,d.atanassov1@gmail.com,,List import
241942,,Sean Allocca,,[Unknown],sean.allocca@etf.com,,Event
9618968,,Joseph Milano,,,jmilano@greenhousefunds.com,,List import
10487466,,Michael Byers,"Chief Compliance Officer, President","Lonestar Registered Investment Advisors, PLLC",mike@4lonestar.com,,List import
10808674,Inactive Investor,Ryan Mills,Financial Advisor,"Wells Fargo Clearing Services, LLC Tempe AZ 64 E Broadway Rd",ryan.mills2@wellsfargo.com,,Salesforce
10930862,Inactive Investor,John Hanson,,"Lion Street Financial, LLC",jhanson@lionstreet.com,,Salesforce
9568732,,Jorge -,,,jorgeschneider56@gmail.com,,List import
11078699,Inactive Investor,George Barbar,,"Mesirow Financial, Inc. Boca Raton FL 225 NE Mizner Blvd",gbarbar@mesirowfinancial.com,,Salesforce
9598622,,Kanchan Kabad,,,kanchan@advisorusa.com,,List import
9591788,,Allen Trim,,,allen@bluesummitwealth.com,,List import
10892693,Inactive Investor,Preston Paul,,Edward Jones Marshall TX 1103 S Washington Ave,,,Salesforce
11133352,Inactive Investor,Lydia Scheer,Associate,Morgan Stanley Monroeville PA 1 Monroeville Ctr,lydia.scheer@morganstanley.com,,Salesforce
350161,,Benjamin Botbyl,Information Systems Coordinator,Walleye Capital Llc,bbotbyl@waller.com,952-345-5200,Manual List Upload
10989578,Inactive Investor,Markanthony Claudio,,"First Command Brokerage Services, Inc. Lakewood WA 8820 59th Ave SW",,,Salesforce
11001909,Inactive Investor,Jennifer Grant,,"Perryman Securities, Inc.",jgrant@billperryman.com,,Salesforce
10961230,Inactive Investor,Litian Yang,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
9570131,,Gautam Kumar,,,itskumarco@gmail.com,,List import
11080677,Inactive Investor,Timothy Johnson,Chief Financial Officer,FCI Advisors,,,Salesforce
11127275,Inactive Investor,Myrna Merrifield,,"Osaic Wealth, Inc. La Mesa CA 7777 Alvarado Rd",,,Salesforce
10905502,Inactive Investor,Sarah Crane,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11229375,Inactive Investor,Carolyn Saunders,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",carolyn.saunders@nm.com,,Salesforce
10775951,Inactive Investor,Susan Moone,Financial Advisor,Commonwealth Financial Network Canton GA 200 Eagles Nest Dr,smoone@commonwealth.com,,Salesforce
10841158,Inactive Investor,Ryan Ahern,,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,ryan.ahern@ubs.com,,Salesforce
9576931,,William Geiler,,"MML Investors Services, LLC",wgeiler@massmutual.com,,List import
10963078,Inactive Investor,Jonathan Brown,Senior Investment Advisor,Fisher Investments,,,Salesforce
9582843,,chunhui liu,,,18293852442@139.com,,List import
321771,,Jr Tinder,"CFO, Consultant",Global,jim@globaltradingtechn.com,,Manual List Upload
9630857,,ferris vermeulen,,,ferrisvermeulen@hotmail.com,,List import
11189728,Inactive Investor,Nelson Robinson,,"Allstate Financial Services, LLC Austin TX 9800 N Lamar Blvd",nelsonrobinson@allstate.com,,Salesforce
10805812,Inactive Investor,Zachary Menard,Senior Retirement Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",zachary.menard@ml.com,,Salesforce
10834049,Inactive Investor,David Zoll,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",dzoll@hightoweradvisors.com,,Salesforce
10617585,,Esther Rades,,,esther.sotelo@primerica.com,,List Import
10952063,Inactive Investor,Zachary Drayer,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",zachary.drayer@raymondjames.com,,Salesforce
10959696,Inactive Investor,Nicholas Griggs,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9599786,,Carlos Lopez,,,carlos.lopez@thinkingbeyond.com,,List import
11221627,,Christopher St John,,,cstjohn@thesfa.net,,List Import
11029958,Inactive Investor,Joshua Young,Chief Compliance Officer;Founder;Managing Member;President,The Republic Capital Management LLC,jeyoung@therepubliccapital.com,,Salesforce
11004597,Inactive Investor,Kaleigh Hubbard,Financial Advisor,Edward Jones Albuquerque NM 8205 Spain Rd NE,kaleigh.hubbard@edwardjones.com,,Salesforce
11057172,Inactive Investor,James Lyons,,LPL Financial LLC Lebanon NJ Private Residence,ken.lyons@lpl.com,,Salesforce
10844063,Inactive Investor,Zachary Taylor,Financial Advisor;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Napa CA 700 Main St,zachary.taylor@morganstanley.com,,Salesforce
9585348,,Mitchell Barros,,,mitchpalmbeach@gmail.com,,List import
10816890,Inactive Investor,Garrard Banks,Chief Compliance Officer;Director;President;Secretary,"JJP Capital Management, Inc.",,,Salesforce
1002001,Inactive Investor,Al Hemmingsen,Chief Investment Officer,Parkland Management Company,ahemmingsen@horvitz.com, +1 216 479 2200,Database Upload
9566136,,Kimberly Dwyer,,,kimberly.dwyer@cibc.com,,List import
11058034,Inactive Investor,Joshua Estes,,Morgan Stanley Walnut Creek CA 1333 N California Blvd,joshua.estes@morganstanleypwm.com,,Salesforce
10975901,Inactive Investor,Paul Dziepak,,Cirrus Capital LLC,,,Salesforce
10865750,Inactive Investor,Howard Wright,,State Farm VP Management Corp. Joliet IL 417 N Chicago St,,,Salesforce
353023,,Robert Rex,Advisor,Kho Family Office,robertalanrex@gmail.com,,Event
11115350,Inactive Investor,Christopher Macarthur,Regional Vice President,PFS Investments Inc. Riverside CA 3731 Tibbetts St,christopher.macarthur@primerica.com,,Salesforce
10812944,Inactive Investor,Donald Boitano,,PFS Investments Inc. Vancouver WA 3305 Main St,donald.boitano@primerica.com,,Salesforce
9574488,,Kyle Stuckey,,,kstuckey@jfswa.com,,List import
11062192,Inactive Investor,Brian Copeland,,"Keel Point Capital, LLC",scopeland@keelpoint.com,,Salesforce
10860668,Inactive Investor,Jennifer Morgan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jennifer.morgan@schwab.com,,Salesforce
10835140,Inactive Investor,Troy Smith,Financial Advisor,"Ameriprise Financial Services, LLC Stroudsburg PA 744 Main St",troy.smith@ampf.com,,Salesforce
10489308,,Henry Harris,,Money Concepts Capital Corp Plano TX 5600 Tennyson Pkwy,marion.harris@altlandharris.com,,List Import
236179,, -,,[[Unknown]],kg0579@naver.com,,Organic Search
9545633,,Christine Ross,,,christine.ross@uboc.com,,List import
9566819,,Kenneth Flores,,,shosum@ymail.com,,List import
10891965,Inactive Investor,Sam Salameh,Financial Advisor,Edward Jones Hobart IN 8083 Randolph St,sam.salameh@edwardjones.com,,Salesforce
10859886,Inactive Investor,Edward Secker,Financial Advisor,LPL Financial LLC Forest Hills NY 11241 Queens Blvd,edward.secker@lpl.com,,Salesforce
9634087,,Jason Medina,,,jason5327@gmail.com,,List import
11207199,Inactive Investor,Jarrod Adams,Chief Compliance Officer;Chief Executive Officer;Principal,"Jarrod Adams Investing, LLC Charlotte NC 10130 Perimeter Pkwy",jarrod@adamsinvesting.com,,Salesforce
9645917,,Ron Levine,,,ronlevine1938@gmail.com,,List import
10799982,Inactive Investor,Michael Soshnik,,"Raymond James Financial Services, Inc. Wayzata MN 1905 Wayzata Blvd",michael.soshnik@raymondjames.com,,Salesforce
11103193,Inactive Investor,Martin Morales,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,martin.morales@primerica.com,,Salesforce
10934987,Inactive Investor,Christopher Rotberg,,LPL Financial LLC Bellevue WA 10900 NE 4th St,christopher.rotberg@lpl.com,,Salesforce
9593254,,Phil Bathols,,,phil@spiritworks.com.au,,List import
11051334,Inactive Investor,Timothy Salzler,,"U.S. Brokerage, Inc. Columbus OH 831 Grandview Ave",,,Salesforce
234311,, -,,[[Unknown]],mart_sam@hotmail.com,,Paid Social
10889753,Inactive Investor,Berj Merjanian,,J.P. Morgan Securities LLC Ridgewood NJ 84 E Ridgewood Ave,berj.s.merjanian@jpmorgan.com,,Salesforce
11075309,Inactive Investor,Sharon Schoffmann,Financial Planning Specialist,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",sharon.schoffmann@ampf.com,,Salesforce
339704,,Michael Cowell,Chief Operating Officer,Basalt Infrastructure Partners Llc,michael.cowell@basaltinfra.com,164-666-13900,Manual List Upload
338660,,Constantine Mihas,Managing Director And Co-Chief Executive Officer,Gtcr Llc,cmihas@gtcr.com,312-382-2200,Manual List Upload
10771905,Inactive Investor,Kyle Kersting,Financial Advisor,Edward Jones Saint Louis MO 20 Allen Ave,kyle.kersting@edwardjones.com,,Salesforce
224855,,Parsa Rajabi,,[Unknown],parsarajabi7@gmail.com,,source
10876130,Inactive Investor,Jonathan Ebberhart,Private Banker,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,,,Salesforce
11107588,Inactive Investor,Megan Petruska,Chief Operating Officer;Regulatory Contact;Vice President,"MFA Wealth Advisors, LLC",mpetruska@mfa-wealth.com,,Salesforce
10930555,Inactive Investor,Bryan Haver,,"Osaic Wealth, Inc. Phoenix AZ 18501 N 40th St",,,Salesforce
10959251,Inactive Investor,Gail Fortner,,Country Capital Management Company Sandersville GA 310 S Harris St,gail.wiley@countryfinancial.com,,Salesforce
11071945,Inactive Investor,Daria Dobrowolski,,J.P. Morgan Securities LLC Philadelphia PA 4001 Chestnut St,daria.dobrowolski@jpmorgan.com,,Salesforce
9639178,,Gr?egoire Tardieu,,,gregoire.tardieu@efgbank.com,,List import
10838256,Inactive Investor,Glen Bennett,Financial Advisor;Wealth Management Advisor,LPL Financial LLC Arlington VA 224 N Fillmore St,glen.bennett@lpl.com,,Salesforce
10958841,Inactive Investor,Mohamed Abdalnaby,,J.P. Morgan Securities LLC Newport Coast CA 8056 E Coast Hwy,mohamed.abdalnaby@jpmorgan.com,,Salesforce
11044537,Inactive Investor,Angela Williams,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10846558,Inactive Investor,Jared Piche,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",jared.piche@schwab.com,,Salesforce
10889427,Inactive Investor,Clinton Martin,,"Capital Square, LLC Fairhope AL 7 S Bayview St",clintonmartin@capitalsquare.biz,,Salesforce
11090608,Inactive Investor,Jennifer Hensley,Private Client Banker,J.P. Morgan Securities LLC Louisville KY 416 W Jefferson St,jennifer.hensley@jpmorgan.com,,Salesforce
11158127,Inactive Investor,Eric Tran,,J.P. Morgan Securities LLC Richardson TX 100 N Central Expy,eric.tran@jpmorgan.com,,Salesforce
11017316,Inactive Investor,Michael Macrides,Registered Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,michael.macrides@morganstanley.com,,Salesforce
217981,,Noah Richman,,[Unknown],richmannoah@gmail.com,,Direct
11020449,Inactive Investor,David Godinez,,J.P. Morgan Securities LLC Woodridge IL 7501 Lemont Rd,david.m.godinez@chase.com,,Salesforce
11121365,Inactive Investor,Deborah Williams,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Saint Johnsbury VT 1197 Main St",dwilliams@stifel.com,,Salesforce
11025466,Inactive Investor,Fidelmar Gonzalez Lopez,,"U.S. Bancorp Investments, Inc. Salem OR 5110 River Rd N",,,Salesforce
10827586,Inactive Investor,Yasmeen Kassim,Consumer Investments Market Leader;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",yasmeen.kassim@ml.com,,Salesforce
11174204,Inactive Investor,Kelly Kunst,,"BFC Planning, Inc. Austin TX Private Residence",kkunst@berthel.com,,Salesforce
10894531,Inactive Investor,William Macher,,AW Securities Saint Louis MO 3 Cityplace Dr,,,Salesforce
113343,,David Benson,Financial Advisor,Eagle Strategies LLC,dbenson@ft.newyorklife.com,631-391-5859,
10784480,Inactive Investor,Jennifer Williams,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",jenniferwilliams@truist.com,,Salesforce
10824317,Inactive Investor,Amy Murray,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",amy.g.murray@ml.com,,Salesforce
10754138,Inactive Investor,Phillip West,Financial Advisor,"Raymond James & Associates, Inc. Clarkston MI 20 W Washington St",phillip.west@raymondjames.com,,Salesforce
10943961,Inactive Investor,Ronald Henson,,LPL Financial LLC Waco TX Private Residence,ron.henson@lpl.com,,Salesforce
222312,,Néstor Enrique Farias Vargas,,[Unknown],nestorefe69@gmail.com,,Direct
10836368,Inactive Investor,Don Guggemos,Financial Advisor,"Ameriprise Financial Services, LLC Winsted MN 151 Main Ave W",don.c.guggemos-jr@ampf.com,,Salesforce
11136579,Inactive Investor,David Lieberman,Director,Park Avenue Securities LLC Charlotte NC Private Residence,david_lieberman@glic.com,,Salesforce
10921772,Inactive Investor,Katherine White,,"Raymond James & Associates, Inc.",katherine.white@raymondjames.com,,Salesforce
11195636,Inactive Investor,Joseph Hemingway,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
9632237,,Rakesh Bhatia,,,rakeshrakesh2711@gmail.com,,List import
11042992,Inactive Investor,Shannon Johnson,,"Allstate Financial Services, LLC Jacksonville FL 3450 Dunn Ave",shannonjohnson@allstate.com,,Salesforce
10915405,Inactive Investor,Janis Waldman-Cooper,,"The Investment Center, Inc. Red Bank NJ 125 Half Mile Rd",,,Salesforce
11166252,Inactive Investor,William Haas,,"Raymond James Financial Services, Inc. Madison MS 114 Grandview Blvd",,,Salesforce
11213326,Inactive Investor,Matthew Keen,,"Capital Investment Group, Inc.",mkeen@capital-invest.com,,Salesforce
10936865,Inactive Investor,Daven Primm,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,davenprimm@statefarm.com,,Salesforce
10986130,Inactive Investor,Joseph Aspelund,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",joseph.aspelund@davidlerner.com,,Salesforce
11076244,Inactive Investor,Tracy Laroche,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10808057,Inactive Investor,Ryan Lepage,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Providence RI 1 Financial Plz,ryan.lepage@morganstanley.com,,Salesforce
9613343,,Quinn Permar,,,quinnpermar@gmail.com,,List import
226008,, -,,[[Unknown]],chadd.shaw@gmail.com,,Initial Salesforce Import
10887510,Inactive Investor,David Guyett,,Commonwealth Financial Network Dallas TX 5005 Lyndon B Johnson Fwy,dguyett@commonwealth.com,,Salesforce
10980877,Inactive Investor,Owen Duncan,Wealth Management Associate,"Curi RMB Capital, LLC",,,Salesforce
11047515,Inactive Investor,John Watson,,J.P. Morgan Securities LLC Summerville SC 1300 N Main St,,,Salesforce
10765851,Inactive Investor,Glorimar Leon Colon,International Wealth Advisor;International Wealth Management Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",glorimar.leon@ml.com,,Salesforce
9568287,,Marwan Aburdeneh,,,aburdeneh@gmail.com,,List import
11091098,Inactive Investor,Ellen Dejewski,,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",,,Salesforce
10916046,Inactive Investor,Ronald Jackson,Financial Advisor,"Ameriprise Financial Services, LLC Enid OK Private Residence",,,Salesforce
10875407,Inactive Investor,Magdalena Becker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",magdalena.becker@ml.com,,Salesforce
10970347,Inactive Investor,Alejandro Garcia,,"U.S. Bancorp Investments, Inc. Davis CA 304 F St",alejandro.garcia1@usbank.com,,Salesforce
10862543,Inactive Investor,Tyler Cox,Financial Advisor,Edward Jones Reno NV 689 Sierra Rose Dr,tyler.cox@edwardjones.com,,Salesforce
11109705,Inactive Investor,Ricky Meyer,Branch Manager,LPL Financial LLC Lincoln NE 6140 Village Dr,,,Salesforce
10882239,Inactive Investor,Chad Harris,Financial Advisor,LPL Financial LLC Hamilton AL 361 Military St S,chad.harris@lpl.com,,Salesforce
10984214,Inactive Investor,Michael Richardson,,Lincoln Investment Brownwood TX Private Residence,mrichardson@lincolninvestment.com,,Salesforce
11070197,Inactive Investor,Cynthia Richey,,MWA Financial Services Inc. Mason MI 365 S Every Rd,cynthia.richey@modern-woodmen.org,,Salesforce
10972272,Inactive Investor,Stephen Sumner,Private Client Banker,J.P. Morgan Securities LLC Grapevine TX 1100 William D Tate Ave,stephen.sumner@jpmorgan.com,,Salesforce
9575140,,Richard Buoncore,,,rbuoncore@maiwealth.com,,List import
10889131,Inactive Investor,Callie Wilder,,The Huntington Investment Company Grove City OH 2607 London Groveport Rd,callie.j.wilder@huntington.com,,Salesforce
10776393,Inactive Investor,Robert Zimmermann,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",robert.e.zimmermann@wellsfargoadvisors.com,,Salesforce
9541475,,Charles Koelling,,,chuck.koelling@gmail.com,,List import
10890456,Inactive Investor,Kenneth Carmickle,,"First Command Brokerage Services, Inc. Fairfax VA 12150 Monument Dr",kdcarmickle@firstcommand.com,,Salesforce
11058227,Inactive Investor,Amanda Rees,,Deutsche Bank Securities Inc.,,,Salesforce
9617984,,Gaurav Gupta,,,ggupta@luniacapital.com,,List import
10843566,Inactive Investor,Wendy Davis,,LPL Financial LLC Idaho Falls ID 711 S Boulevard,wendy.davis@lpl.com,,Salesforce
9549826,,Phil Giovannetti,,,pgiovannetti@tremblantcapital.com,,List import
10789389,Inactive Investor,Richard Lerner,,Goldman Sachs & Co.,richard.lerner@gs.com,,Salesforce
9586288,,Adrian Jegeni,,,ajegeni@aol.com,,List import
11109784,Inactive Investor,Christopher Pratt,,LPL Financial LLC Hauppauge NY 100 Motor Pkwy,chris.pratt@lpl.com,,Salesforce
9606807,,Eric Tavel,,,eric_tavel@hotmail.com,,List import
10914527,Inactive Investor,Stefanie Milwood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 401 N Tryon St",,,Salesforce
11078712,Inactive Investor,John Driscoll,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10931780,Inactive Investor,John Mueller,,Country Capital Management Company Morris IL 1509 Creek Dr,john.mueller@countryfinancial.com,,Salesforce
11188961,Inactive Investor,Timothy Polson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",tim.polson@bofa.com,,Salesforce
9586692,,Hunter Thayer,,,hthayer@commonwealth.com,,List import
218672,,Mark Marchant,,[Unknown],markm@marchandize.com,,Direct
6298549,,da vid,,,giyacek159@minterp.com,,Web form fillout
10802774,Inactive Investor,John Broderick,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",jack.broderick@stifel.com,,Salesforce
10809791,Inactive Investor,Lance Goldstein,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",lance_goldstein@ml.com,,Salesforce
9549062,,Keith Lombardo,,,keith.lombardo@mlp.com,,List import
238827,,semperfi1195@gmail.com Cantatore,,[Unknown],semperfi1195@gmail.com,,
10812995,Inactive Investor,Thomas Hunter,,"Raymond James Financial Services, Inc. Brentwood TN 112 Westwood Pl",thomas.hunter@raymondjames.com,,Salesforce
9586636,,Nia Natalia,,,nataniazulivia97@gmail.com,,List import
10510089,,Robert Colorina,,,donr0055@gmail.com,,List Import
10797930,Inactive Investor,Anouchka Balog,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Senior Investment Management Consultant;Senior Po,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,anouchka.balog@morganstanley.com,,Salesforce
87861,,Gregory Vanwyk,"Executive Vice President, Principal",Austin Asset,greg@austinassetmanagement.com,512-453-6622,
10619185,,Paul Giovanniello,,,pgiovanniello@calamos.com,,List import
11033226,Inactive Investor,David Speckman,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,,,Salesforce
8480539,,Philip Nehro,,First National Corproation,pnehro@chapoq.com,(508) 495-9555,List Import
9589837,,Stephen Cuchara,,,scuchara@comast.net,,List import
10788427,Inactive Investor,Joseph Wadsworth,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10992802,Inactive Investor,Man Wen Chao,,J.P. Morgan Securities LLC Fremont CA 46645 Mission Blvd,man.w.chao@chase.com,,Salesforce
10861407,Inactive Investor,Gustavo Nazario,,Cetera Investment Services LLC Lexington KY 201 E Main St,gustavo.nazario@ceterainvestors.com,,Salesforce
10917337,Inactive Investor,Brent Williams,,LPL Financial LLC Federal Way WA 33801 1st Way S,brent.k.williams@lpl.com,,Salesforce
10930928,Inactive Investor,Brian Sadler,Founder;President,"Boardwalk Capital Management, Inc.",scott@boardwalkcm.com,,Salesforce
10980842,Inactive Investor,Paul Lamm,,"U.S. Bancorp Investments, Inc. Brilliant OH 901 3rd St",paul.lamm@usbank.com,,Salesforce
9554906,,Eric Chung,,,eric.chung321@gmail.com,,
9639650,,William Harrison,,,william@catenaryalts.com,,List import
10753697,Inactive Investor,Joseph Rizza,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Miramar Beach FL 625 Grand Blvd",joseph.rizza@wellsfargoadvisors.com,,Salesforce
10826819,Inactive Investor,Christine Byrne,Wealth Advisor,Commonwealth Financial Network Falmouth ME 56 Depot Rd,cbyrne@commonwealth.com,,Salesforce
11232342,Inactive Investor,Brian Lynch,,"MML Investors Services, LLC Hamden CT 2321 Whitney Ave",,,Salesforce
11121338,Inactive Investor,Donald Clarkston,Financial Advisor,Edward Jones Greenwood IN 50 Airport Pkwy,brent.clarkston@edwardjones.com,,Salesforce
10840430,Inactive Investor,Kevin Clasen,Financial Planner,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",kclasen@massmutual.com,,Salesforce
11026384,Inactive Investor,Kyle Bruton,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,kmbruton@ft.newyorklife.com,,Salesforce
11043365,Inactive Investor,Ian Gookin,Advisor Consultant;Financial Advisor,Edward Jones Placerville CA 4369 Golden Center Dr,ian.gookin@edwardjones.com,,Salesforce
11212500,Inactive Investor,William McMillan,Financial Advisor,"Raymond James & Associates, Inc. Little Rock AR 2226 Cottondale Ln",william.mcmillan@raymondjames.com,,Salesforce
10759202,Inactive Investor,Douglas Vollette,,Fidelity Brokerage Services LLC,doug.vollette@fmr.com,,Salesforce
11032363,Inactive Investor,Antonio Sierra,,Cetera Advisor Networks LLC Gibbsboro NJ 200 Haddonfield Berlin Rd,sierraa@ceteranetworks.com,,Salesforce
11105207,Inactive Investor,Fiordaliza Beato,,J.P. Morgan Securities LLC New York NY 51 W 51st St,fior.beato@jpmorgan.com,,Salesforce
335401,,Mark Trek,Founding Partner,Wealth Advisors Group,markv@wealthag.com,260-619-3100,Manual List Upload
10770660,Inactive Investor,Eric Fuller,Financial Advisor;Vice President,Morgan Stanley Plano TX 7500 Dallas Pkwy,,,Salesforce
1675941,,Hideaki Okubo,,[Unknown],hide.football@icloud.com,,
10864090,Inactive Investor,Shawn Waked,,"Raymond James Financial Services, Inc. Saint Petersburg FL 470 3rd St S",shawn.waked@raymondjames.com,,Salesforce
10844733,Inactive Investor,Norman Chait,Chief Compliance Officer;Managing Principal,Nardis Advisors LLC,nchait@nardisadvisors.com,,Salesforce
9588290,,David Hissey,,,davidjohnh@gmail.com,,List import
9643468,,jun xu,,,aiunue@gmail.com,,List import
10771355,Inactive Investor,Umbreen Kazmi,Banker;Financial Advisor;Vice President,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,umbreen.kazmi@jpmorgan.com,,Salesforce
9629797,,Dan Morrison,,,morrison.dan@shaw.ca,,List import
9564499,,john lekas,,,john@leadercapital.com,,List import
10756662,Inactive Investor,Alexander Hurst,Financial Advisor;Vice President,UBS Financial Services Inc. New York NY 299 Park Ave,alexander.hurst@ubs.com,,Salesforce
11111660,Inactive Investor,Thomas Valentine,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 5701 Patterson Ave",thomas.valentine@wellsfargoadvisors.com,,Salesforce
349593,,George Rizk,Partner,"The Baupost Group, L.l.c.",grizk@baupost.com,617-210-8300,Manual List Upload
10614876,,James Flood,"Director - Alternative Investments, Financial Advisor, Portfolio Management Director, Senior Portfolio Manager, Senior Vice Pres",,james.flood1@morganstanley.com,,List Import
241563,Inactive Investor,Julie Gorte,,Impax Asset Management LLC,j.gorte@impaxam.com,(800) 767-1729,Database Upload
10901503,Inactive Investor,Nathan Lulek,,Citigroup Global Markets Inc.,nathan.lulek@citi.com,,Salesforce
11230480,Inactive Investor,Michael Pechersky,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",michael.pechersky@prudential.com,,Salesforce
350034,,Dale Groce,,"National Asset Management, Inc.",dgroce@nationalsecurities.com,412-213-0883,
4891626,,Amara okeke,,,ndianefoamara@gmail.com,,Web form fillout
10893361,Inactive Investor,Shawn Drake,Financial Professional;Senior Marketing Director,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",shawn.drake@tfaconnect.com,,Salesforce
10866664,Inactive Investor,Daniel Barizo,,"Northwestern Mutual Investment Services, LLC Hagerstown MD 10022 Crystal Falls Dr",danny.barizo@nm.com,,Salesforce
9628335,,Josh Stewart,,,josh@nriver.com,,List import
11141408,Inactive Investor,Andrew Stolz,Chief Investment Officer;President;Regulatory Contact,"Stolz & Associates, PS",andy@stolzassoc.com,,Salesforce
10800404,Inactive Investor,Donna Miller,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,donna.miller@ubs.com,,Salesforce
11092950,Inactive Investor,Virginia Hailar,,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",,,Salesforce
11130874,Inactive Investor,Robert Toomey,Director - Research;Secretary;Vice President,"S. R. Schill & Associates, Inc.",bob@srschill.com,,Salesforce
9543765,,Saumil Mehta,,,shail1994@aol.com,,List import
9616260,,Sal Licata,,,slicata@trkone.com,,List import
10869325,Inactive Investor,Susanne Meyer,Portfolio Manager;Senior Vice President,"Nicholson Meyer Capital Management, Inc.",s.meyer@nicholsoncap.com,,Salesforce
10880234,Inactive Investor,Ryan Graham,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,ryangraham.team@fidelity.com,,Salesforce
9570049,,Mehdi AYAT,,,mehdi.ayat@gmx.fr,,List import
10859066,Inactive Investor,James Hern,,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
9584684,,Kristina Gagnon,,,krissigagnon@gmail.com,,List import
11148519,Inactive Investor,Jordan Braunstein,,"OneAmerica Securities, Inc. Parsippany NJ 14 Walsh Dr",,,Salesforce
11202214,Inactive Investor,Noah Haverdink,Analyst,"Epiq Partners, LLC",,,Salesforce
9577552,,Dirk Miller,,,dirk.miller@pnc.com,,List import
10874850,Inactive Investor,Merna Rezk,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corona CA 1312 E Ontario Ave",mirna.soliman2@ml.com,,Salesforce
9594704,,Kevin Wager,,,kwager@hightoweradvisors.com,,List import
10617844,,Tariq Laliwala,,,tariq.laliwala@ml.com,,List Import
10967241,Inactive Investor,Sally Orr,Chief Compliance Officer;Director - Operations;Portfolio Manager,"James River Asset Management, LLC",,,Salesforce
10897683,Inactive Investor,Jason Barnes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11122269,Inactive Investor,Richard Kaczynski,Director,"Raymond James & Associates, Inc. Decatur IL 101 S Main St",richard.kaczynski@raymondjames.com,,Salesforce
9546110,,ooa oa,,,oa@a.com,,List import
10828438,Inactive Investor,Andreas Kuehle,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",andrew.j.kuehle@wellsfargo.com,,Salesforce
9629608,,Patrick Fremont III,,,patrick@fremontwealth.com,,List import
10643987,,Bridget Lynch,,,bridget_lynch@ml.com,,List Import
11092395,Inactive Investor,Danyi Gu,Wealth Management Associate,UBS Financial Services Inc. San Francisco CA 555 California St,danyi.gu@ubs.com,,Salesforce
9576077,,Al Liszewski -,,,aceheating314@gmail.com,,List import
348822,,Ryan Connor,Research Analyst,"Gm Advisory Group, Inc.",rconnor@gmadvisorygroup.com,631-227-3900,Manual List Upload
10510225,,Courtney Nichols,Director of Projects & Strategic Planning,Allianz,courtney.nichols@allianzlife.com,,List Import
9541669,,A Whitham,,,ajwhitham@hotmail.com,,List import
9600529,,John Stuart,,,johnstuart34@aol.com,,List import
11084079,Inactive Investor,Isaiah Merriman,Financial Advisor,Edward Jones Bloomington IN 3939 S Walnut St,,,Salesforce
11087009,Inactive Investor,Matthew Glenn,Wealth Advisor,Thrivent Investment Management Inc. Colorado Springs CO 13710 Struthers Rd,matthew.glenn@thrivent.com,,Salesforce
10489610,,Bryan Crowley,Investment Advisor,Fisher Investments,bryancrowley@gmail.com,,List Import
10948268,Inactive Investor,Brett Marshall,Financial Solutions Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",brett.marshall@ml.com,,Salesforce
9588741,,Danny Hill,,,dhill@dhhill.com,,List import
9571850,,Paul Goldschmid,,,pgoldschmid@kscm.com,,List import
11107490,Inactive Investor,Susana Zarazua,,J.P. Morgan Securities LLC Carlsbad CA 3440 Via Mercato,susana.zarazua@chase.com,,Salesforce
11236721,Inactive Investor,Nicholas Folstad,Client Experience Advisor,Great Waters Financial,nicholas.folstad@mygreatwaters.com,,Salesforce
10977934,Inactive Investor,Vyacheslav Palamarchuk,Wealth Manager,Sowell Management Roseville CA 1512 Eureka Rd,,,Salesforce
10998554,Inactive Investor,Christopher Tosado,,J.P. Morgan Securities LLC New City NY 2 New Hempstead Rd,christopher.m.tosado@chase.com,,Salesforce
4829160,,Eric Weinand,,,eric.weinand@outlook.com,2018757064,Web form fillout
10845840,Inactive Investor,Robert Siuty,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 444 Skokie Blvd",robert.siuty@schwab.com,,Salesforce
11219543,,Michelle Hunt,,,michelle@southerncapitalservices.com,,Other
10948785,Inactive Investor,Rita Orow,,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,rita.orow@jpmorgan.com,,Salesforce
10758519,Inactive Investor,Luis Bravo,,Goldman Sachs & Co.,,,Salesforce
10974627,Inactive Investor,Zachary Depompei,,The Huntington Investment Company Toledo OH 3950 N McCord Rd,zachary.depompei@huntington.com,,Salesforce
11230103,Inactive Investor,Nikolas Kulik,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,nakulik@ft.newyorklife.com,,Salesforce
10980868,Inactive Investor,Daniel Phillips,Chief Investment Officer,"EverSource Wealth Advisors, LLC",dphillips@eversourcewa.com,,Salesforce
10988313,Inactive Investor,Rajasak Leksang,,"Charles Schwab & Co., Inc. Washington DC 1845 K St NW",,,Salesforce
9627148,,Ray Gerald,,,gerald.r@outlook.com,,List import
10775148,Inactive Investor,Jeremy Haneline,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",jeremy_haneline@ml.com,,Salesforce
9632850,,Jerome Cincotta,,,jcincotta@scurapartners.com,,List import
11072265,Inactive Investor,Carrie Kadelbach,,LPL Financial LLC Brainerd MN 1511 Northern Pacific Rd,carrie.kadelbach@lpl.com,,Salesforce
11060835,Inactive Investor,Dalton Saggau,Financial Advisor,Edward Jones Kent WA 15215 SE 272nd St,dalton.saggau@edwardjones.com,,Salesforce
11147793,Inactive Investor,Tony Gabriola,,"Wells Fargo Clearing Services, LLC Reno NV 390 E Plumb Ln",,,Salesforce
11061238,Inactive Investor,Nicholas Smith,,"OneAmerica Securities, Inc. Cantonment FL 3155 Gateway Ln",,,Salesforce
150826,,Joseph Frederick,,[Unknown],jafrederick22@aol.com,,
10926601,Inactive Investor,Justin Murphy,Financial Advisor,Edward Jones Cohasset MA 231 Chief Justice Cushing Hwy,justin.murphy@edwardjones.com,,Salesforce
11002484,Inactive Investor,Jeffrey Garden,Chief Investment Officer,Lido,jgarden@lidoadvisors.com,,Salesforce
10869844,Inactive Investor,Christine Mcelvania,Chief Compliance Officer;Investment Advisor;Member;Partner,"Quad-Cities Investment Group, LLC",cmcelvania@goqcig.com,,Salesforce
9592200,,Taljinder Atwal,,,atwal2298@gmail.com,,List import
342761,,John Sheputis,Managing Director,Gi Partners,jsheputis@gipartners.com,623-887-4320,Manual List Upload
10833144,Inactive Investor,Holly Boucher,Senior Vice President - Investments,"Raymond James & Associates, Inc. Lincoln NE 8700 Executive Woods Dr",holly.heyen@raymondjames.com,,Salesforce
10952219,Inactive Investor,Paul Pacelli,Regulatory Risk Analyst,PNC Investments Cleveland OH 1900 E 9th St,paul.pacelli@pnc.com,,Salesforce
11199402,Inactive Investor,John Abusaid,Chief Executive Officer;President,Halbert Hargrove,jabusaid@halberthargrove.com,,Salesforce
10964837,Inactive Investor,Paul Monax,Chief Compliance Officer;Financial Advisor;Managing Member,Agile Wealth LLC,paul@agilewealth.com,,Salesforce
10921870,Inactive Investor,Clifton Clay,Financial Advisor,Edward Jones Denton TX 1430 Robinson Rd,clif.clay@edwardjones.com,,Salesforce
9619415,,Ashish Kumar,,,ashish.kumar@mauryacapital.com,,List import
11063948,Inactive Investor,Matthew Laliberte,,Fidelity Brokerage Services LLC,,,Salesforce
11127412,Inactive Investor,David Real,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,dreal@primerica.com,,Salesforce
9583952,,Steven Perl,,,sperl@sherborneinvestors.com,,List import
10767785,Inactive Investor,Kevin Coughlin,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Johnson City NY 519 Columbia Dr",kevin.coughlin@wellsfargoadvisors.com,,Salesforce
11034877,Inactive Investor,Laura Aguilera,,"Allstate Financial Services, LLC San Jose CA 2923 The Villages Pkwy",lauraaguilera@allstate.com,,Salesforce
374323,,Joseph Romano,President,Romano Wealth Management,,847-866-7700,Manual List Upload
11191635,Inactive Investor,David Garland,,"Fifth Third Securities, Inc. Maitland FL 100 S Orlando Ave",david.garland@53.com,,Salesforce
9562571,,Patricia Gama,,,patricia.a.gama-silva@itau-unibanco.com.br,,List import
10872950,Inactive Investor,Jon Heischman,Financial Advisor,"Independence Capital Co., Inc.",jheischman@indcap.com,,Salesforce
10987824,Inactive Investor,Thomas Schroeder,Chief Financial Officer,"Summit Rock Advisors, LP",,,Salesforce
9602482,,Andrew Patterson,,,tandrewpatterson@gmail.com,,List import
10801167,Inactive Investor,Joseph Tobin,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Pittsford NY 1200 Pittsford Victor Rd",joseph.tobin@wellsfargoadvisors.com,,Salesforce
11210915,Inactive Investor,Anthony Tokic,,"U.S. Bancorp Investments, Inc. Nashville TN 2019 Richard Jones Rd",,,Salesforce
10904888,Inactive Investor,Benjamin Grey,Financial Advisor,Edward Jones Itasca IL 300 Park Blvd,ben.grey@edwardjones.com,,Salesforce
11123458,Inactive Investor,Mark Sorenson,Financial Advisor,"Ameriprise Financial Services, LLC Fargo ND 2300 13th Ave S",mark.sorenson@ampf.com,,Salesforce
222610,,William Richards,,[Unknown],edinbororichards@gmail.com,,
11219094,,Timothy Gregory,,,tbgregory@seic.com,,Other
10853084,Inactive Investor,Edward Crawford,Managing Partner;Member,"Roumell Asset Management, LLC",,,Salesforce
11154294,Inactive Investor,Jeffrey Blizzard,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
9588510,,Winsome Jacobs,,,winnyj226@gmail.com,,List import
59630,,Cassandra Haynes,Chief Compliance Officer,"Investment Advisory Services, Inc",ch@iastexas.com,281-364-0606,Manual List Upload
11170220,Inactive Investor,Jeremy Johnson,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9593470,,Neeraj Mathur,,,nemathur@gmail.com,,List import
10775355,Inactive Investor,Jeffrey Halpert,Chief Executive Officer;President,"Jeffrey Matthews Wealth Management, LLC",jhalpert@jeffreymatthews.com,,Salesforce
9559199,,Noel Gish,,,njgish@hotmail.com,,List import
11043460,Inactive Investor,John Piersall,,"Osaic FA, Inc. Fuquay-Varina NC Private Residence",john.piersall@lfg.com,,Salesforce
11206534,Inactive Investor,Randy Morris,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,randy.morris@primerica.com,,Salesforce
9598600,,Ryan Halpern,,,ryan.halpern@brightworth.com,,List import
11098845,Inactive Investor,Chau Nguyen,,"Transamerica Financial Advisors, Inc Redwood City CA 390 Bridge Pkwy",mimi.nguyen@tfaconnect.com,,Salesforce
10923402,Inactive Investor,Jessica McCarthy,Investment Advisor Representative,"Equity Services, Inc. Fairport NY 30 Liftbridge Ln E",,,Salesforce
10761309,Inactive Investor,Albert Carpenter,Director - Portfolio Management;Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,albert.carpenter@morganstanley.com,,Salesforce
373590,,Dave Fuller,,[Unknown],daveanderinfuller@gmail.com,,source
11026928,Inactive Investor,David Hoory,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,dhoory@ft.newyorklife.com,,Salesforce
238071,, -,,[[Unknown]],80109587@qq.com,,
10889351,Inactive Investor,Ofelia Paypon,,PFS Investments Inc. East Rutherford NJ 1 Madison St,ofelia.paypon@primerica.com,,Salesforce
11125424,Inactive Investor,Igor Kuprin,,LPL Financial LLC San Jose CA 99 Almaden Blvd,igor.kuprin@lpl.com,,Salesforce
10835293,Inactive Investor,Janet Schmeski,,"Raymond James Financial Services, Inc. Mountain Home AR 1216 Hwy 62 E",,,Salesforce
112868,,Francisco Gonzalez,"Co-Founder, Principal, CIO & Co-Portfolio Manager",Prime-Star Enterprises,fjgonzalez@primestaram.com,,
11156430,Inactive Investor,Jeffrey Klein,,Goldman Sachs & Co.,,,Salesforce
10850339,Inactive Investor,Ari Greenman,,"MML Investors Services, LLC New York NY 90 Park Ave",agreenman@massmutual.com,,Salesforce
9586334,,Ian Armstrong,,,iarmstrong@clearharboram.com,,List import
11042546,Inactive Investor,Melissa Wilfong,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",melissa.wilfong@nm.com,,Salesforce
11003986,Inactive Investor,Thomas Chandler,,Cetera Investment Services LLC Oxford MS 158 Courthouse Sq,,,Salesforce
149944,,Carla Soto,,[Unknown],crsoto57@yahoo.com,,source
11017992,Inactive Investor,Michael Meader,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 3001 Broadway St NE,michael.meader@thrivent.com,,Salesforce
10789213,Inactive Investor,Thomas Hardin,Chief Executive Officer;Chief Investment Officer;Managing Director;Regulatory Contact,"Canterbury Investment Management, LLC",thardin@canterburygroup.com,,Salesforce
232225,, -,,[[Unknown]],noah.saiban@yahoo.com,,
7167921,,Dulce Mercado,,,dulce@dltx.com,,Web form fillout
11068767,Inactive Investor,Brian Slack,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10931958,Inactive Investor,Anthony Hill,,PFS Investments Inc. Houston TX 3845 Cypress Creek Pkwy,anthony.hill@primerica.com,,Salesforce
10816356,Inactive Investor,Charles Dietrich,Financial Advisor,Edward Jones Lakewood WA 6020 Main St SW,charles.dietrich@edwardjones.com,,Salesforce
11259882,Inactive Investor,Kayla Waters,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
10524188,,Jonathan Tadd,,,jonathantadd@hotmail.com,,Web Form Fillout
10871441,Inactive Investor,Bradley Shirden,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bradley.shirden@fidelity.com,,Salesforce
10763795,Inactive Investor,Geral Smith,Chief Compliance Officer;Chief Operating Officer,Ciccarelli Advisory Services Inc,gsmith@cas-rocny.com,,Salesforce
11259989,Inactive Investor,Sanika Salgaonkar,,J.P. Morgan Securities LLC,,,Salesforce
249032,,Jessie Chen,manager,FSDC,jessiechen@fsdc.org.hk,,Manual List Upload
11004001,Inactive Investor,Haley Estenson,Associate Director;Shareholder,Pathstone Bellevue WA 225 108th Ave NE,hestenson@pathstone.com,,Salesforce
11095439,Inactive Investor,Christopher Wang,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,christopherwang@statefarm.com,,Salesforce
11087707,Inactive Investor,Paula Quinones,,LPL Financial LLC Coconut Creek FL Private Residence,paula.quinones@lpl.com,,Salesforce
10916387,Inactive Investor,Ryan Alders,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10832448,Inactive Investor,Sigrid Daugaard,,"Cambridge Investment Research, Inc. Fort Collins CO 515 S Howes St",,,Salesforce
227556,, -,,[Unknown],dalefcaro1@gmail.com,,
6984995,,dara dara,,,bawih51155@wifame.com,,Web Form Fillout
10816974,Inactive Investor,Leon Scheffler,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Southlake TX 2840 W Southlake Blvd",leon.scheffler@ampf.com,,Salesforce
370327,,Steve Ellis,,[Unknown],semutant@hotmail.com,,Advertising
10978395,Inactive Investor,David Barber,,"Cambridge Investment Research, Inc. Pink Hill NC Private Residence",,,Salesforce
10960971,Inactive Investor,Garrett Burroughs,Financial Advisor,Edward Jones Marion IL 312 W Main St,garrett.burroughs@edwardjones.com,,Salesforce
10764407,Inactive Investor,Mary Lucas,,J.P. Morgan Securities LLC Austin TX 13809 N Hwy 183,mary.a.lucas@jpmorgan.com,,Salesforce
10952422,Inactive Investor,Eymer Escobar Ramirez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Federal Way WA 32011 Pacific Hwy S",,,Salesforce
9630000,,Boris Monsalve,,,davidbmons@gmail.com,,List import
10898763,Inactive Investor,Tracy Edwards,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Emporia KS 702 Commercial St",tracy.l.edwards@ampf.com,,Salesforce
10887027,Inactive Investor,James Dunlop,,Thrivent Investment Management Inc. Gettysburg PA 1400 Proline Pl,jim.dunlop@thrivent.com,,Salesforce
11039202,Inactive Investor,Crisdiandris Rojas,,"Raymond James Financial Services, Inc. Jacksonville Beach FL 131 2nd Ave N",cris.rojas@raymondjames.com,,Salesforce
10802427,Inactive Investor,Edgar Bassick,Financial Advisor,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",brad.bassick@wellsfargoadvisors.com,,Salesforce
11143061,Inactive Investor,Anthony Small,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Miami Beach FL 2340 Collins Ave",,,Salesforce
11023135,Inactive Investor,Kindle Rudolph,,"MML Investors Services, LLC Birmingham AL 1143 1st Ave S",,,Salesforce
10696250,,L. Michael,,WEALTHVIEW CAPITAL LLC,mtuskey@wealthviewcapital.com,,List Import
10644207,,Katherine Strain,,,katherine.strain@raymondjames.com,,List Import
9645877,,Martín Rodriguez,,,kin150prbmartin@gmail.com,,List import
10767015,Inactive Investor,Benjamin Favazza,Chief Operating Officer;Co-Founder;Partner;Principal,"East Coast Asset Management, LLC",bfavazza@eastcoastasset.com,,Salesforce
10913451,Inactive Investor,Stacy Miyasato-Foster,Senior Financial Advisor,"CUSO Financial Services, L.P. Honolulu HI 1226 College Walk",skimura@cusonet.com,,Salesforce
9557951,,David Keane,,,david.keane@fmr.com,,List import
9612669,,Huong Le,,,hle@greatlakesadvisors.com,,List import
11188513,Inactive Investor,Bryan Carey,Financial Advisor,"Ameriprise Financial Services, LLC Quincy MA 1266 Furnace Brk Pkwy",bryan.carey@ampf.com,,Salesforce
11112353,Inactive Investor,Allison Kerrigan,,Vanguard Marketing Corporation,allison_kerrigan@vanguard.com,,Salesforce
11231221,Inactive Investor,Hunter Giffard,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",hunter.giffard@equitable.com,,Salesforce
11142735,Inactive Investor,Morgan Nix,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
10696210,,Juan Ignacio Carreras,,Tudor Securities LLC,jicarreras@tudorsecuritiesllc.com,,List Import
11047566,Inactive Investor,Gary Liska,,"Signature Estate Securities, Inc.",,,Salesforce
11044328,Inactive Investor,Gregorio Chavez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10827578,Inactive Investor,Jesse Sheley,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",jesse.sheley@ml.com,,Salesforce
10936999,Inactive Investor,Timothy Ellis,Chief Compliance Officer;President;Shareholder,"Timothy J. Ellis, Inc.",,,Salesforce
11197612,Inactive Investor,Jeremy Graff,Chief Manager;Founder,Graff Financial LLC,jeremy@grafffinancial.com,,Salesforce
241249,,Chris Duerr,,Interchange Capital Partners,chris.duerr@interchangecp.com,(412) 307-4205,Database Upload
10865242,Inactive Investor,Manuel Miranda,,State Farm VP Management Corp. Miami FL 16896 S Dixie Hwy,manny.miranda.cunb@statefarm.com,,Salesforce
11120277,Inactive Investor,Charles Trybula,,J.P. Morgan Securities LLC Elkhorn WI 38 N Washington St,charles.e.trybula@jpmorgan.com,,Salesforce
11172247,Inactive Investor,William Haider,Financial Advisor,Focus Financial,bhaider@focusfinancial.com,,Salesforce
10920096,Inactive Investor,Richard Jacobs,Owner,The Jacobs Financial Group The Woodlands TX 2000 Hughes Landing Blvd,rjacobs@thejacobsfinancialgroup.com,,Salesforce
11077637,Inactive Investor,Chester Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9616049,,Graeme Beard,,,graeme.beard@yahoo.com.au,,List import
10971103,Inactive Investor,Miguel Roman,,"RBC Capital Markets, LLC",,,Salesforce
188686,,Daniel Neidhart,,[Unknown],neidhartdan@gmail.com,,Direct
11197517,Inactive Investor,Ty Meadows,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",ty.meadows@schwab.com,,Salesforce
11145187,Inactive Investor,Valerie Watson,Vice President;Wealth Management Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,valerie.watson@morganstanley.com,,Salesforce
11186402,Inactive Investor,John Reakes,,LPL Financial LLC McHenry IL 1308 N Richmond Rd,j.reakes@lpl.com,,Salesforce
11129950,Inactive Investor,John Reigelman,,Cetera Advisors LLC Penfield NY Private Residence,john.reigelman@ceteraadvisors.com,,Salesforce
11072788,Inactive Investor,Leon Hart,Financial Advisor,PFS Investments Inc. Feasterville Trevose PA 801 W Street Rd,leon.hart@primerica.com,,Salesforce
10895450,Inactive Investor,Thomas Newbrough,Financial Advisor,Edward Jones Weston WV 150 John St,thomas.newbrough@edwardjones.com,,Salesforce
10768065,Inactive Investor,Gerard Freeh,First Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,gerard.freeh@ubs.com,,Salesforce
11125860,Inactive Investor,Michael Smith,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10803065,Inactive Investor,Michael Anest,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10765684,Inactive Investor,Dawn Van Ryn,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",dawn_vanryn@ml.com,,Salesforce
169643,,ChongHim Khor,,[Unknown],chonghim@gmail.com,,Organic Search
11015955,Inactive Investor,Gabriel Keyte,,PFS Investments Inc. Saint George UT 135 N 900 E,gkeyte@primerica.com,,Salesforce
9583634,,Brian Wolf,,,brian.wolf@valic.com,,List import
10789702,Inactive Investor,Dwight Moldenhauer,Financial Advisor,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,dwight_moldenhauer@glic.com,,Salesforce
11187046,Inactive Investor,Joseph Markey,,"Capital Investment Brokerage, Inc. Myrtle Beach SC 1310 Azalea Ct",jmarkey@capital-invest.com,,Salesforce
11012294,Inactive Investor,Jody Bruce,Financial Advisor,"United Brokerage Services, Inc Glen Allen VA 9951 Brook Rd",,,Salesforce
9587067,,Joshua Custer,,,hwrjosh@gmail.com,,List import
10874198,Inactive Investor,My Le,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",my.le@valic.com,,Salesforce
11139733,Inactive Investor,Justin Schaub,Financial Advisor,Edward Jones Battle Creek MI 12898 Beadle Lake Rd,justin.schaub@edwardjones.com,,Salesforce
9632370,,Thearvy Koy,,,thearvy2k9@gmail.com,,List import
11038240,Inactive Investor,Zachary White,,Mutual of America Securities LLC Overland Park KS 7300 College Blvd,zachary.white@mutualofamerica.com,,Salesforce
10844855,Inactive Investor,Diane DeCharles,Chief Compliance Officer;Manager;Partner,"Pinnacle Asset Management Group, Corporation",,,Salesforce
9562777,,Muhammad Asim Yousaf,,,asimjutt.dtc@gmail.com,,List import
11060481,Inactive Investor,Anja Gribhofer-Decker,Financial Advisor,Edward Jones Elgin IL 2250 Point Blvd,anja.decker@edwardjones.com,,Salesforce
10795114,Inactive Investor,Charles Winn,,"Avantax Investment Services, Inc. South Milwaukee WI 1125 Milwaukee Ave",,,Salesforce
11098369,Inactive Investor,Mark Stevens,,"Cambridge Investment Research, Inc. Orchard Park NY 4313 S Buffalo St",,,Salesforce
86488,,Casey Pogodzinski,"Financial Advisor, Vice President",CAPTRUST,casey.pogodzinski@captrustadvisors.com,248-620-8100,
11027286,Inactive Investor,Michael Scruggs,Financial Advisor,LPL Financial LLC Mentor OH 8500 Station St,michael.scruggs@lpl.com,,Salesforce
10956500,Inactive Investor,Daniela Sirabella,Portfolio Associate,Neuberger Berman BD LLC,daniela.sirabella@nb.com,,Salesforce
11120063,Inactive Investor,Raymond Sailus,Financial Advisor,"Ameriprise Financial Services, LLC Dearborn MI 835 Mason St",raymond.a.sailus@ampf.com,,Salesforce
11005942,Inactive Investor,Jayden Johnson,,Commonwealth Financial Network Iowa City IA 2346 Mormon Trek Blvd,,,Salesforce
11069471,Inactive Investor,Van R Comin,,"Raymond James Financial Services, Inc. American Fork UT 1024 E Bamberger Dr",van.comin@raymondjames.com,,Salesforce
11123586,Inactive Investor,Jeffrey Woodring,,J.P. Morgan Securities LLC Flourtown PA 1400 Bethlehem Pike,jeffrey.woodring@jpmorgan.com,,Salesforce
193573,,Eric Kottke,Mr,"Speiro Capital Management, LLC",eric.kottke@gmail.com,,
10830399,Inactive Investor,Jason Amos,Financial Advisor,Edward Jones Columbus OH 2677 E Main St,jason.amos@edwardjones.com,,Salesforce
11003819,Inactive Investor,Bethany Bell,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11003616,Inactive Investor,Andres Sandate,Financial Advisor,"GPWA, LLC Smyrna GA Private Residence",andres@gpwealthadvisors.com,,Salesforce
11011439,Inactive Investor,Adam Zawilenski,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",adam.zawilenski@prudential.com,,Salesforce
11254662,Inactive Investor,James Burk,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10781171,Inactive Investor,Eli Gelman,,Jefferies LLC Miami FL 1450 Brickell Ave,egelman@jefferies.com,,Salesforce
10994803,Inactive Investor,Janet White,,"First Citizens Investor Services, Inc. Hickory NC 117 4th St NW",suzie.white@firstcitizens.com,,Salesforce
10975196,Inactive Investor,Frederick Bates,,Cetera Advisor Networks LLC Metairie LA 3445 N Causeway Blvd,,,Salesforce
11230592,Inactive Investor,Amer Alzoubi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11036815,Inactive Investor,Rodrigo Carlos Gomes Muller,,Itau International Securities Inc.,,,Salesforce
9610801,,Duane Reimer,,,chiki1@gmail.com,,List import
9620639,,Aron Kirsch,,,akirsch@moiniangroup.com,,List import
10959964,Inactive Investor,Patrick Baird,Financial Advisor;Regulatory Contact,Elgethun Capital Management,,,Salesforce
11200862,Inactive Investor,Michael Roberts,Investment Advisor Representative,"Statheros Financial Solutions, Inc. San Jose CA 2107 N 1st St",mike@statherosfinancial.com,,Salesforce
10966822,Inactive Investor,Samuel Wood,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Partner,Wood Capital Investments LLC,,,Salesforce
11066861,Inactive Investor,Nicole Hammick,,"Raymond James Financial Services, Inc. Avon CT 10 Tower Ln",nicole.hammick@raymondjames.com,,Salesforce
11172417,Inactive Investor,Cameron Briggs,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,cameron.briggs@fmr.com,,Salesforce
10786240,Inactive Investor,Ethan Hervol,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ethan.hervol@schwab.com,,Salesforce
11137066,Inactive Investor,John Guyette,Financial Advisor,Edward Jones Green Bay WI 2331 Velp Ave,john.guyette@edwardjones.com,,Salesforce
10891303,Inactive Investor,Laurel Buchanan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",laurel.buchanan@ml.com,,Salesforce
10799247,Inactive Investor,Stuart Murray,Financial Advisor,LPL Financial LLC Phoenix AZ 20860 N Tatum Blvd,stuart.murray@lpl.com,,Salesforce
10926755,Inactive Investor,Stephanie O'Hara,,LPL Financial LLC Chicago IL 444 W Lake St,stephanie.o-hara@lpl.com,,Salesforce
10753778,Inactive Investor,Matthew Santini,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,matthew.santini@ubs.com,,Salesforce
11027300,Inactive Investor,Jeffrey Spurlock,,PFS Investments Inc. Houston TX 3845 Cypress Creek Pkwy,jspurlock@primerica.com,,Salesforce
11015172,Inactive Investor,Philip Debrier,,LPL Financial LLC Corona CA 4740 Green River Rd,philip.debrier@lpl.com,,Salesforce
10924658,Inactive Investor,Mark Evanko,Financial Advisor,Edward Jones Washington DC 4201 Connecticut Ave NW,mark.evanko@edwardjones.com,,Salesforce
9549095,,Derek Sears,,,alphazeroforce@protonmail.com,,List import
10814891,Inactive Investor,Robert Kernagis,,PFS Investments Inc. Goodyear AZ 250 N Litchfield Rd,robert.kernagis@primerica.com,,Salesforce
11007890,Inactive Investor,Adam Bowers,Associate Wealth Advisor,"The Colony Group, LLC",abowers@thecolonygroup.com,,Salesforce
10761874,Inactive Investor,Marsha Conley,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",marsha_conley@ml.com,,Salesforce
10981370,Inactive Investor,Kris Hinckley,,"Osaic Wealth, Inc. Addison TX 3939 Beltline Rd",,,Salesforce
11193321,Inactive Investor,Rance Swinford,,"Kestra Investment Services, LLC Plano TX 5801 Headquarters Dr",,,Salesforce
3070627,,Ma Joriza Ignacio,,bitcoins,twinkle_ignacio@yahoo.com,5624546985,
10793072,Inactive Investor,Sean Stannard-Stockton,Chief Investment Officer;Managing Member;President;Regulatory Contact;Senior Principal;Shareholder,"Ensemble Capital Management, LLC Burlingame CA 1350 Bayshore Hwy",sean@ensemblecapital.com,,Salesforce
11000164,Inactive Investor,Ognjen Rakita,,Jefferies LLC,orakita@jefferies.com,,Salesforce
10878083,Inactive Investor,Richard Seman,,"Sunbelt Securities, Inc. Dallas TX 8360 Lbj Fwy",richard.seman@sunbeltsecurities.com,,Salesforce
9583819,,Fabiola Quezada,,,fabiola.echazabal@usaa.com,,List import
9608635,,Shane Wood,,,perfectmorningwood@gmail.com,,List import
11084714,Inactive Investor,Christopher Hassold,Financial Planner,"Pruco Securities, LLC. Houston TX 13831 Northwest Fwy",chris.hassold@prudential.com,,Salesforce
10771425,Inactive Investor,Jeffrey Milonas,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",jeffrey.milonas@wellsfargoadvisors.com,,Salesforce
10930178,Inactive Investor,Lara Hernandez,,Innovation Partners LLC East Lansing MI 1400 Abbot Rd,lhernandez@innovationpartnersllc.com,,Salesforce
11057255,Inactive Investor,Teancum Stafford,,"Empower Financial Services, Inc",,,Salesforce
10861680,Inactive Investor,Gary Wheeler,Financial Advisor,Edward Jones Streator IL 510 N Bloomington St,gary.wheeler@edwardjones.com,,Salesforce
11054610,Inactive Investor,Kevin Farrow,,Aegis Capital Corp. Sarasota FL Private Residence,,,Salesforce
10801507,Inactive Investor,James Moriyasu,Financial Advisor;First Vice President,Morgan Stanley Kahului HI 33 Lono Ave,james.moriyasu@morganstanley.com,,Salesforce
10866354,Inactive Investor,Deborah Aragon,,State Farm VP Management Corp. Steamboat Springs CO 404 Oak St,,,Salesforce
11053828,Inactive Investor,Jonatan Inurrigarro,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",jonatan.inurrigarro@tiaa.org,,Salesforce
336847,,Thomas Tesar,Managing Director,Rubinbrown Advisors Llc,tom.tesar@rubinbrown.com,314-290-3300,Manual List Upload
10943866,Inactive Investor,Javier Bento,,Fidelity Brokerage Services LLC,,,Salesforce
10957215,Inactive Investor,Aaron Shields,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",aaron.shields@nm.com,,Salesforce
11124451,Inactive Investor,Dominic Irvin,,J.P. Morgan Securities LLC Peachtree City GA 2719 Hwy 54,dominic.irvin@jpmorgan.com,,Salesforce
10846699,Inactive Investor,Marc Mungin,,Lincoln Investment Bohemia NY 640 Johnson Ave,mmungin@lincolninvestment.com,,Salesforce
9592654,,James Martin,,,jamesmartin05@hotmail.co.uk,,List import
11116377,Inactive Investor,Linda Maclean,,"Wells Fargo Clearing Services, LLC Overland Park KS 7500 College Blvd",linda.maclean@wellsfargoadvisors.com,,Salesforce
11086002,Inactive Investor,Aseelah Salaam,Division Leader,PFS Investments Inc. Montgomery AL 6322 Woodmere Blvd,aseelahsalaam@primerica.com,,Salesforce
10789695,Inactive Investor,Veronica Archuleta,,PFS Investments Inc. Visalia CA 2916 W Main St,veronica.archuleta@primerica.com,,Salesforce
10901851,Inactive Investor,Jacob Marquez,Client Service Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,jacob.marquez@morganstanley.com,,Salesforce
9625850,,Christopher Douglas,,,chrisd1979@bigpond.com,,List import
11005634,Inactive Investor,Danielle Held,,"Wells Fargo Clearing Services, LLC Sumter SC 1119 Broad St",,,Salesforce
10955941,Inactive Investor,Sheila Mendoza,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,sheila.mendoza@jpmorgan.com,,Salesforce
9606060,,Victoria Rutherford,,,rutherford.mia@gmail.com,,List import
11066826,Inactive Investor,Gary Hedrick,Secretary,The Hedrick Co. Kirkland WA 520 Kirkland Way,,,Salesforce
11180657,Inactive Investor,Patrecia Ricketts,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,patrecia.ricketts@primerica.com,,Salesforce
10757576,Inactive Investor,Jay D'Meza,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 13560 Morris Rd",jay.dmeza@wellsfargoadvisors.com,,Salesforce
11067139,Inactive Investor,David Weiss,Financial Advisor,Edward Jones Columbus IN 713 3rd St,david.weiss@edwardjones.com,,Salesforce
10944722,Inactive Investor,Kimberly Teese,Financial Advisor,Edward Jones Las Cruces NM 3530 Foothills Rd,kimberly.teese@edwardjones.com,,Salesforce
11161378,Inactive Investor,Steven Barkley,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9622602,,Cory Jansen,,,coryjansen41@gmail.com,,List import
10962406,Inactive Investor,Mercedes Lagman,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,mlagman.tgh48@primerica.com,,Salesforce
79442,,David Passehl,Financial Consultant,Thrivent Investment Management Inc.,dave.passehl@thrivent.com,715-524-1951,
11014624,Inactive Investor,Yuhao Zhao,,"CliftonLarsonAllen Wealth Advisors, LLC Bellevue WA 10700 Northup Way",yuhao.zhao@claconnect.com,,Salesforce
9645242,,Kevin Cullen,,,kevin.p.cullen@fmr.com,,List import
10802103,Inactive Investor,Brian Murray,Financial Advisor,LPL Financial LLC Rochester NY 100 Canal View Blvd,,,Salesforce
11194315,Inactive Investor,Rodney Graham,Financial Planner,"Osaic Wealth, Inc. Osage Beach MO 3736 Osage Beach Pkwy",,,Salesforce
348828,,Norborne Smith,President,"Zeke Capital Advisors, Llc",smith@zekecapital.com,610-572-4529,Manual List Upload
10958075,Inactive Investor,James Head,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,,,Salesforce
10925011,Inactive Investor,Martha Dalcoma,Regional Leader,PFS Investments Inc. New Philadelphia OH 1776 Tech Park Dr NE,martha.dalcoma@primerica.com,,Salesforce
10938119,Inactive Investor,Christina Mick,Investment Advisor Representative,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
9640028,,Jason Ono,,,jason.ono@uhfoundation.org,,List import
11042019,Inactive Investor,Ryan Adams,,"FBL Marketing Services, LLC Valley Center KS 111 S Abilene Ave",ryan.adams@fblfinancial.com,,Salesforce
4927814,,pin pin ounka,,,xetik17927@jernang.com,,Web Form Fillout
112827,,Jim Holbrook,,NAI Isaac Commercial Properties,jholbrook@reagan.com,859-351-8509,
11049691,Inactive Investor,Morgan Castner,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",morgan.castner@wellsfargoadvisors.com,,Salesforce
11060343,Inactive Investor,David Cornwell,Financial Advisor,LPL Financial LLC Findlay OH 1500 Bright Rd,david.cornwell@lpl.com,,Salesforce
9607792,,Oleg Osipov,,,sollo2015@yandex.ru,,List import
11167526,Inactive Investor,Lauren Bradley,,"Principal Securities, Inc.",bradley.lauren@principal.com,,Salesforce
11235507,Inactive Investor,Alan Freeman,Director - Research;Managing Director,Azimuth Capital Management,,,Salesforce
9563338,,Farzad Zamani,,,farzad_zamani@outlook.com,,List import
10957316,Inactive Investor,Shawnnah Sprague,Financial Advisor,Edward Jones Honeoye Falls NY 9 N Main St,,,Salesforce
9591575,,Michelle Sibley,,,msibley@sachscapitalgroup.com,,List import
10923677,Inactive Investor,Matthew Kiser,Financial Advisor;Vice President,PNC Investments Birmingham AL 1668 Montclair Rd,matthew.kiser@pnc.com,,Salesforce
10872629,Inactive Investor,John Overmyer,,"Cambridge Investment Research, Inc. Littleton CO Private Residence",,,Salesforce
10929290,Inactive Investor,Jennifer Means,Practice Associate,"Ameriprise Financial Services, LLC Portland ME 2 Portland Sq",jennifer.means@ampf.com,,Salesforce
11036441,Inactive Investor,Christopher Pack,,"Allstate Financial Services, LLC Sacramento CA 906 G St",christopherpack@allstate.com,,Salesforce
345421,,Scott Vanhoy,Partner,Leeds Equity Partners,scott.vanhoy@leedsequity.com,212-835-2000,Manual List Upload
10937021,Inactive Investor,Roberto Espinosa,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",roberto.espinosa@nm.com,,Salesforce
9557102,,Robert Montgomery,,,ramontgom@gmail.com,,List import
9466668,,Operations Cygnus Global Equity Fund SPC - Cygnus Special Situation Fund SP,,Cygnus Global Equity Fund SPC,operation@lizenamc.com,,Organic Search
11149546,Inactive Investor,Pamela Spencer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",pspencer2@ml.com,,Salesforce
9617633,,Terry Gould,,,tgould@adamsstreetpartners.com,,List import
11119658,Inactive Investor,Melissa Hutchison,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9564069,,Noah Winslow,,,nhwinslow@gmail.com,,List import
11059787,Inactive Investor,Brenda Tarjan,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,tarjanb@ceteranetworks.com,,Salesforce
11010178,Inactive Investor,Jeffrey Schaberg,,"Osaic Wealth, Inc. Sugar Land TX 19901 Southwest Fwy",,,Salesforce
9587812,,Thomas Wickman,,,twickman@legacycapitalpartners.net,,List import
10782189,Inactive Investor,Terry Stilt,Financial Advisor,Edward Jones Carlyle IL 1191 Mulliken St,terry.stilt@edwardjones.com,,Salesforce
10858288,Inactive Investor,Davis Rieman,Investment Advisor Representative,"Osaic Wealth, Inc. Pearl River NY 1 Blue Hill Plz",,,Salesforce
10886586,Inactive Investor,Nathaniel Calle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10764527,Inactive Investor,Rajendra Joshi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Minneapolis MN 3601 Minnesota Dr",rajendra.joshi@schwab.com,,Salesforce
11002741,Inactive Investor,Karla Willett,,"N.I.S. Financial Services, Inc.",,,Salesforce
9544367,,Sona Chandwani,,,schandwani@aristotlecap.com,,List import
11160881,Inactive Investor,Justin Thompson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,justin.thompson@fidelity.com,,Salesforce
11191182,Inactive Investor,Roger Kadisak,Chief Compliance Officer;Financial Planner;Investment Advisor;President;Secretary;Treasurer,"Kadisak Financial Services, Inc.",,,Salesforce
9591215,,nahid hashemi,,,nahid.hashemii@yahoo.com,,List import
10911137,Inactive Investor,Zonia Lei,,Fidelity Brokerage Services LLC San Francisco CA 1250 Jones St,,,Salesforce
9628387,,James La Fleur,,,jamiefililanni@gmail.com,,List import
10782489,Inactive Investor,Ajay Loganadan,Managing Director;Senior Investment Advisor,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,ajay.loganadan@us.hsbc.com,,Salesforce
10894782,Inactive Investor,Michelle Dos Santos,,Fidelity Brokerage Services LLC,michelle.stokes@fmr.com,,Salesforce
10828193,Inactive Investor,Benjamin Wheeler,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",ben.wheeler@wellsfargoadvisors.com,,Salesforce
11033037,Inactive Investor,Ubaldo Mendez,Relationship Banker,"Wells Fargo Clearing Services, LLC Miami FL 16301 SW 88th St",,,Salesforce
10998892,Inactive Investor,Brock Richardson,,PFS Investments Inc. Akron OH 55 S Miller Rd,,,Salesforce
11193806,Inactive Investor,Pamela Ryan,,Goldman Sachs & Co. Boston MA 125 High St,pamela.ryan@gs.com,,Salesforce
9566021,,Timothy Collier,,,timothy.collier@tudor.com,,List import
7453639,,Gary Johnson,,,togepe5996@duiter.com,,Web Form Fillout
9563264,,Joshua Gilliam,,,joshua.gilliam@securitiesamerica.com,,List import
11190828,Inactive Investor,Kendall Thomason,Financial Advisor,Edward Jones Hillsborough NC 310 Millstone Dr,kendall.thomason@edwardjones.com,,Salesforce
11075385,Inactive Investor,Juan Guerra,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",juan.guerra@tiaa.org,,Salesforce
10928706,Inactive Investor,Rick Smith,,State Farm VP Management Corp. Cedar Hill TX 518 N Hwy 67,,,Salesforce
228282,, -,,[[Unknown]],jorge.gonzalez.efc@gmail.com,,Organic Search
11171412,Inactive Investor,Zachary Meyer,Financial Advisor,"Valeo Financial Advisors, LLC",zmeyer@valeofinancial.com,,Salesforce
9555342,,AMY GILBERT,,,amytheinsurancelady@gmail.com,,List import
9585509,,Jody Otterson,,,jody.cooperotterson@lfg.com,,List import
11007557,Inactive Investor,Tegan Ehresmann,Senior Principal,Thrivent Investment Management Inc.,tegan.ehresmann@thrivent.com,,Salesforce
11043398,Inactive Investor,Alan Bird,Director;President,McDevitt & Bird Investment Management Co Elizabeth IL 130 N Main St,,,Salesforce
10988280,Inactive Investor,Kristin Costle,,LPL Financial LLC Bozeman MT 2246 Boot Hill Ct,kristin.costle@lpl.com,,Salesforce
9574116,,Peter Rivoir,,,peter.rivoir@valic.com,,List import
11120191,Inactive Investor,Lenin Sanchez,,Citigroup Global Markets Inc. New York NY 2553 Broadway,lenin.sanchez@citi.com,,Salesforce
9625872,,herbert mcginnis,,,crissruth41@gmail.com,,List import
9590808,,Chris Snow,,,chris@signalsecurities.com,,List import
11096150,Inactive Investor,Jerrod Wickler,,Country Capital Management Company Watkinsville GA 1551 Jennings Mill Rd,,,Salesforce
11165768,Inactive Investor,Alissa Lee,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 1068 E Brokaw Rd",alissa.lee@wellsfargoadvisors.com,,Salesforce
10926458,Inactive Investor,Christopher Rangel,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,christopher.rangel@jpmorgan.com,,Salesforce
10794108,Inactive Investor,Mona Choi,,"Wells Fargo Clearing Services, LLC Oakland CA 151 40th St",mona.choi@wellsfargoadvisors.com,,Salesforce
11155999,Inactive Investor,Brian Collins,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9626817,,Kaveen Dias,,,leoglarrixemoney@gmail.com,,List import
11012866,Inactive Investor,Sarah Coss,,Commonwealth Financial Network Mendota IL 801 Jefferson St,scoss@commonwealth.com,,Salesforce
10826818,Inactive Investor,Charles Berk,,UBS Financial Services Inc. Washington DC 1501 K St NW,charles.berk@ubs.com,,Salesforce
11028358,Inactive Investor,Panpan Abby Lin,,J.P. Morgan Securities LLC Austin TX 221 W 6th St,panpan-abby.lin@jpmorgan.com,,Salesforce
10882944,Inactive Investor,Joseph Giaccone,Member;Partner,"WJ Financial Advisors, LLC Killingworth CT 255 Route 80",jg@wjadvisors.com,,Salesforce
11000215,Inactive Investor,Alan Baldwin,Financial Advisor;Managing Partner,"Leigh Baldwin & Co., LLC",,,Salesforce
10682917,,Michael Niland,,,michael.p.niland@pwc.com,,Web Form Fillout
11126027,Inactive Investor,Justin Kimmer,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland OR 9900 SW Greenburg Rd",justin.kimmer@tiaa-cref.org,,Salesforce
11089250,Inactive Investor,Michael Chiodini,Financial Advisor,LPL Financial LLC Saint Louis MO Private Residence,michael.chiodini@lpl.com,,Salesforce
11028636,Inactive Investor,Virginia Hibbs,Financial Advisor,"Prosperity Asset Management, LLC",,,Salesforce
11050224,Inactive Investor,Lucinda Johns,Associate Director;Board Member;Director;Investment Committee;Senior Vice President;Shareholder,Dodge & Cox,lucinda.johns@dodgeandcox.com,,Salesforce
10909543,Inactive Investor,Abigail Yu,,"Packerland Brokerage Services, Inc. Rowland Heights CA 1661 Hanover Rd",abigail_yu@packerlandbrokerage.com,,Salesforce
10803279,Inactive Investor,Clint Rickett,Financial Advisor,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",clinton.rickett@wellsfargoadvisors.com,,Salesforce
9642628,,Daniel Joe,,,dj07010@gmail.com,,List import
10611487,,Elana Milianta,"Client Advisor, Director",,elana.milianta@alexbrown.com,,List Import
10784052,Inactive Investor,Daniel Erben,Vice President,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,daniel.erben@td.com,,Salesforce
10811941,Inactive Investor,Joel Pergolski,Financial Advisor,"Ameriprise Financial Services, LLC Wausau WI 903 S 17th Ave",joel.pergolski@ampf.com,,Salesforce
10858999,Inactive Investor,Chase Weaver,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
10890530,Inactive Investor,Aslam Merchant,,NYLIFE Securities LLC Irving TX 6565 N Macarthur Blvd,amerchant@ft.newyorklife.com,,Salesforce
338453,,Stevr Kelly,,[Unknown],stevekelly@cox.net,,Event
9466603,,MaryAnn Southworth,,MaryAnn Southworth,mary_anns@embarqmail.com,,List Import
11192902,Inactive Investor,Marissa Weinberger,,"VALIC Financial Advisors, Inc. McAllen TX Private Residence",,,Salesforce
10914976,Inactive Investor,Michael Rosner,Senior Vice President - Investments,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",michael.rosner@raymondjames.com,,Salesforce
10767473,Inactive Investor,Debra Konieczny,Chief Compliance Officer,"Capital Advisors, Inc. Oklahoma City OK 1000 W Wilshire Blvd",debrak@capitaladv.com,,Salesforce
10878531,Inactive Investor,Jacob Kranz,Client Service Associate,Morgan Stanley Buffalo NY 50 Fountain Plz,jacob.kranz@morganstanley.com,,Salesforce
11157101,Inactive Investor,Dale Elliott,Financial Consultant;Vice President,"NBC Securities, Inc. Fairhope AL 561 Fairhope Ave",belliott@nbcsecurities.com,,Salesforce
1003863,Inactive Investor,James Cahill,Managing Partner,James Cahill,jimcah@optonline.net,203-504-3211,Organic Search
337560,,Pascal Gillot,"CFO, Director Of The Managing Member",Boussard & Gavaudan Investment Management Llp,p.gillot@bgam-uk.com, -7515559,Manual List Upload
11234229,Inactive Investor,Michael Powell,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
66751,,Michael Quinlivan,President And Chief Compliance Officer,"Pension Planning Solutions, Inc.",mquinlivan@pensionplanningsolutions.com,336-389-9922,Manual List Upload
10646994,,James Wildman,,,james.wildman@raymondjames.com,,List Import
10974810,Inactive Investor,Paul Paganetto,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11055712,Inactive Investor,Matthew Kelly,,"Next Financial Group, Inc. Independence OH 5000 Rockside Rd",,,Salesforce
9640176,,Paul Yett,,,pyett@hamiltonlane.com,,List import
335945,, -,,[[Unknown]],trimtab98@yahoo.com,,Direct
9640809,,AMINE AFASSI,,,amine.afassi@hec.edu,,List import
10938752,Inactive Investor,Eric Kieffner,Financial Advisor,Commonwealth Financial Network Jasper IN 3420 Newton St,ekieffner@commonwealth.com,,Salesforce
10785565,Inactive Investor,Jennifer McManus,,"Truist Investment Services, Inc. Naples FL 15225 Collier Blvd",jennifer.mcmanus@truist.com,,Salesforce
176763,,Wayne Propst,Executive Director,[Unknown],wayne.propst@state.nm.us, +1 505 476 9301,Database Upload
10955843,Inactive Investor,Monique Cervantes,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,monique_cervantes@vanguard.com,,Salesforce
9578045,,Steven Chu,,,stevechu@yahoo.com,,List import
10646156,,Amel Guigli,,,amel.guigli@raymondjames.com,,List Import
11073098,Inactive Investor,Andre Monteiro,,J.P. Morgan Securities LLC Houston TX 600 Travis St,andre.monteiro@jpmorgan.com,,Salesforce
9581970,,Betty Custer,,,betty.custer@lfg.com,,List import
219571,,Salim Shaikh,,[Unknown],salim044@gmail.com,,
11067987,Inactive Investor,Mary Bold,Financial Planner,Abacus Financial Planning,mary@abacusfinancialplanning.com,,Salesforce
10901963,Inactive Investor,Steven Weidinger,,State Farm VP Management Corp. Fort Lauderdale FL 1844 N Nob Hill Rd,peter.weidinger.jyq6@statefarm.com,,Salesforce
10611876,,Christian Templeman,"Corporate Retirement Director, Financial Advisor, Vice President, Vice President - Wealth Management",,christian.templeman@morganstanley.com,,List Import
9559502,,Andrew Fabrizio,,,andrew.fabrizio@fidelity.com,,List import
11083593,Inactive Investor,Ellen Montemayor,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,emontemayor@ft.newyorklife.com,,Salesforce
117579,,Julia Taylor,Client Advisor,"SunTrust Advisory Services, Inc.",julia.taylor@suntrust.com,404-588-8398,
9567888,,Ryan Pierce,,,ryan.pierce@fidelity.com,,List import
10836658,Inactive Investor,Patrick Langone,Complex Manager;Managing Director;Regional Manager,Morgan Stanley New York NY 55 E 52nd St,patrick.langone@morganstanley.com,,Salesforce
370698,,Okoyomon Michael,,Nigeria,okoyomonmichael8@gmail.com,,Salesforce
10906696,Inactive Investor,Michael Sciortino,,UBS Financial Services Inc.,,,Salesforce
9566337,,Robert Rosenthal,,,rrosenthal@massmutual.com,,List import
11113576,Inactive Investor,Luba Yurchyk,Investment Manager;Vice President,"U.S. Bancorp Investments, Inc. Chicago IL 3214 N Broadway St",luba.yurchyk@usbank.com,,Salesforce
11004369,Inactive Investor,Davis Hance,,"Frost Brokerage Services, Inc.",davis.hance@frostbank.com,,Salesforce
9633204,,Mark Smith,,,markwins001@yahoo.com,,List import
10956970,Inactive Investor,Theresa Hoffman,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
10965091,Inactive Investor,Graciano Rubio,Chief Compliance Officer;Owner;President,Infinity Financial Planning,,,Salesforce
10786370,Inactive Investor,Matthew Bischoff,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,matthew.bischoff@fidelity.com,,Salesforce
11060756,Inactive Investor,Donna Brower,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
9601082,,Phillip Lynch,,,lynch.phillip@gmail.com,,List import
10982707,Inactive Investor,Christopher Patritti,,William Blair,cpatritti@williamblair.com,,Salesforce
9545593,,Joe Waltman,,,joewaltman@gmail.com,,List import
10944951,Inactive Investor,Karla Christensen,,NYLIFE Securities LLC Watertown SD 1414 9th Ave SE,klchristense@ft.newyorklife.com,,Salesforce
9610680,,Carolynn bridges -,,,bbig@outlook.com,,List import
11157234,Inactive Investor,Monica Zuniga,,"Wells Fargo Clearing Services, LLC Westfield NJ 443 North Ave W",monica.v.zuniga@wellsfargo.com,,Salesforce
10873520,Inactive Investor,Paul Ewing,Associate Manager;Associate Vice President,"Ameriprise Financial Services, LLC Melbourne FL 6767 N Wickham Rd",paul.ewing@ampf.com,,Salesforce
11097577,Inactive Investor,William Ramsay,Chief Compliance Officer;Partner;President,Financial Symmetry Inc.,,,Salesforce
10958945,Inactive Investor,Joseph Chee,,Cetera Investment Services LLC Kahului HI 14 Hookele St,,,Salesforce
187370,,Mary Saracco,,[Unknown],mary@genesiscapitalfund.com,,source
11033922,Inactive Investor,Klaudian Molosiu,,"CapFinancial Securities, LLC. New Hyde Park NY 3 Dakota Dr",,,Salesforce
11101376,Inactive Investor,Samir Patel,Founder;Portfolio Manager;Principal,Askeladden Capital Colleyville TX 129 Timberline Dr N,samir@askeladdencapital.com,,Salesforce
10915386,Inactive Investor,Carroll Smith,Investment Advisor;President,"RS Wealth Management, Inc.",ryansmith@rswealthmanagement.com,,Salesforce
10924486,Inactive Investor,Krista Powell,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11124535,Inactive Investor,Lisa Berg,,Thrivent Investment Management Inc. Glenwood MN 12 6th Ave NW,lisa.berg@thrivent.com,,Salesforce
10900883,Inactive Investor,Arielle Sherman,Financial Advisor;Financial Planning Specialist,Morgan Stanley Red Bank NJ 20 Linden Pl,arielle.sherman@morganstanley.com,,Salesforce
10967887,Inactive Investor,Yuqing Zhang,,"Wells Fargo Clearing Services, LLC San Francisco CA 5455 Geary Blvd",,,Salesforce
10771704,Inactive Investor,Todd Bruns,Financial Advisor,Edward Jones Folsom CA 1833 Iron Point Rd,todd.bruns@edwardjones.com,,Salesforce
10776231,Inactive Investor,Dimitry Lukovenko,Private Wealth Advisor,"Ameriprise Financial Services, LLC New York NY 1430 Broadway",dmitry.x.lukovenko@ampf.com,,Salesforce
10489069,,Kristian Rojas,"Financial Advisor, Vice President","Ameriprise Financial Services, LLC Plano TX 5600 Tennyson Pkwy",kristian.2.rojas@ampf.com,469-443-7890,List Import
9542690,,?????? ??????,,,andryusha_volkov_1995@inbox.ru,,List import
10993643,Inactive Investor,Marshall Miller,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
9638173,,Brad Smith,,,bsmith@mtxwealth.com,,List import
9566349,,Geoff Kot,,,geoff.kot@sc.com,,List import
10986060,Inactive Investor,Kimika Tada,,Momentum Independent Network Inc.,kimika.tada@momentumin.com,,Salesforce
10978444,Inactive Investor,Enver Sarac,,"U.S. Bancorp Investments, Inc. Denver CO 950 17th St",enver.sarac@usbank.com,,Salesforce
10661984,,Luke Albright,,,luke@fbacap.com,,List Import
11234894,Inactive Investor,Justin Yost,Associate Advisor,"BIP Wealth, LLC",jyost@bipwealth.com,,Salesforce
11187172,Inactive Investor,Roberto Rizza,Financial Advisor,"Citizens Securities, Inc. Utica MI 2058 25 Mile Rd",roberto.rizza@citizenssecurities.com,,Salesforce
9629565,,naide Bowen,,,nbfxloran@protonmail.com,,List import
11007667,Inactive Investor,Alexander Stuehmer,,PFS Investments Inc. Urbandale IA 3220 100th St,astuehmer@primerica.com,,Salesforce
210200,,Kathy Tillson,private investor,individual investor,kathytillson@yahoo.com,,Direct
9595446,,Calvin Cheung,,,calvinbabushca2@gmail.com,,List import
10907485,Inactive Investor,David Flanders,Investment Advisor,Commonwealth Financial Network Bel Air MD 221 Maitland St,,,Salesforce
10912638,Inactive Investor,Claudette Klein,,"Ameritas Investment Company, LLC Palo Alto CA 999 Commercial St",cklein@ameritas.com,,Salesforce
10949348,Inactive Investor,Austin Jones,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,austin_jones@vanguard.com,,Salesforce
333381,,Charlie Rembert,,Rembert Pendleton Jackson,cer@rpjadvisors.com,,Manual List Upload
11141723,Inactive Investor,Diana Shields,Financial Advisor,Edward Jones Austin TX 11211 Taylor Draper Ln,diana.shields@edwardjones.com,,Salesforce
11164956,Inactive Investor,Patricia Brown,,LPL Financial LLC Nunda NY 6 State St,patricia.brown@lpl.com,,Salesforce
10796272,Inactive Investor,Paul Jackson,Family Wealth Director;Financial Advisor;Managing Director,Morgan Stanley Cornelius NC Private Residence,paul.jackson@morganstanley.com,,Salesforce
11100163,Inactive Investor,Robert Jeffords,,Cetera Advisors LLC Greenwich NY Private Residence,bob.jeffords@ceteraadvisors.com,,Salesforce
10893391,Inactive Investor,Zachary Winchester,Financial Advisor;Financial Consultant,"Synovus Securities, Inc. Charleston SC 158 Meeting St",zachwinchester@synovus.com,,Salesforce
11046542,Inactive Investor,Peter Mayo,Senior Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",peter.mayo@tiaa.org,,Salesforce
11130930,Inactive Investor,Roger Meadors,Senior Wealth Advisor,"Smith Anglin Financial, LLC",rmeadors@smithanglin.com,,Salesforce
7824762,,William McGowan,,,william751904@gmail.com,,Web Form Fillout
10975116,Inactive Investor,Christopher Robertson,Financial Planner,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",chris.robertson@lfg.com,,Salesforce
10510353,,Jay Kirkwood,President,Secure Financial Management,jkirkwood@sfmplanning.com,,List Import
10869674,Inactive Investor,Melissa Coker,,State Farm VP Management Corp. Fort Washington MD 9400 Livingston Rd,melissa.howell.jht2@statefarm.com,,Salesforce
11232346,Inactive Investor,Chase Dobler,,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",cdobler@financialguide.com,,Salesforce
351238,,Elizabeth Lawrence,"Vice President, Investor Relationships",Ascribe Capital Llc,elawrence@ascribecapital.com,212-476-8000,Manual List Upload
341816,,Quinn Shepherd,Partner,Shepherd Financial Investment Advisory Llc,qshepherd@shepherdins.com,317-975-5033,Manual List Upload
11102123,Inactive Investor,Stella Little,,PFS Investments Inc. Fayetteville NC 4542 Raeford Rd,stellaalittle@primerica.com,,Salesforce
10853582,Inactive Investor,Scott Berman,Director;Senior Wealth Manager,Lido Bethesda MD 4800 Hampden Ln,sberman@lidoadvisors.com,,Salesforce
10793609,Inactive Investor,Jeffrey Reed,,PNC Investments Woodbury NJ 1001 Cooper St,jeffrey.reed@pnc.com,,Salesforce
11116687,Inactive Investor,Cory Brandt,,Cetera Advisors LLC Spokane WA 4407 N Division St,,,Salesforce
10939692,Inactive Investor,Griffin Durand,,"American Portfolios Financial Services, Inc. Fairfield NJ 271 US Hwy 46",gdurand@americanportfolios.com,,Salesforce
11197546,Inactive Investor,Rebekah Crouse,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chambersburg PA 1108 Kennebec Dr",rebekah_crouse@ml.com,,Salesforce
11222675,,Matthew Ticotsky,,,matthew.ticotsky@wealthspire.com,,List Import
9627139,,Michael Sipperly,,,mike@eclipsens.com,,List import
11150160,Inactive Investor,Rodney Haug,Managing Director - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,rodney.haug@ubs.com,,Salesforce
11111233,Inactive Investor,Sopuruchi Nwankwo,,PFS Investments Inc. Austin TX 5716 W Hwy 290,snwankwo@primerica.com,,Salesforce
11190312,Inactive Investor,Francis Gordon,Financial Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",frank.gordon@ampf.com,,Salesforce
10811602,Inactive Investor,Hillard Saveth,Financial Advisor,The Pinnacle Financial Group Huntington Station NY 11 Stonehurst Ln,,,Salesforce
10857785,Inactive Investor,Jordan Phillips,Financial Advisor,LPL Financial LLC Fort Worth TX 1701 River Run,jordan.phillips@lpl.com,,Salesforce
9610531,,Denis Lekic,,,dlekic08@gmail.com,,List import
202616,,Andreas Handoyo,,Indonesia,andreas.valentino001@gmail.com,,
10506001,,Kathryne Brugge,President,Cahaba Strategies,kbruggeinv@gmail.com,(205) 837-5398,List import
10849627,Inactive Investor,Donna LaScala,,"American Portfolios Financial Services, Inc. Rockville Centre NY Private Residence",dlascala@americanportfolios.com,,Salesforce
11129518,Inactive Investor,Caldwell Stierwalt,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10853494,Inactive Investor,David Rollins,,Stonex Securities Inc. Baton Rouge LA 7904 Wrenwood Blvd,,,Salesforce
9582953,,Jeffrey Greenberg,,,jgreenberg@aquiline-llc.com,,List import
11021767,Inactive Investor,Christopher Ashton,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",christopher_ashton@ml.com,,Salesforce
9543619,,David Harlow,,,dave@twdadvisors.com,,List import
10948844,Inactive Investor,Grady Darnell,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,grady.darnell@fidelity.com,,Salesforce
10797536,Inactive Investor,Margaret Hart,International Wealth Advisor;Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",margaret_hart@ml.com,,Salesforce
9638583,,Claire Burlingham,,,claire.burlingham@uvm.edu,,List import
10839811,Inactive Investor,Katherine Stephenson,Financial Consultant,"Charles Schwab & Co., Inc. La Jolla CA 7777 Fay Ave",,,Salesforce
353304,,Alan Best,,Alan Best,alancbest@gmail.com,3038830133,
9602226,,Jason Griffith,,,jason@hoffman-associates.com,,List import
11232067,Inactive Investor,Huy Cao,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10767403,Inactive Investor,Anita Andrews,Financial Advisor;Vice President,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,aandrews@janney.com,,Salesforce
35073,,Victor Hildebrand,Financial Consultant,Thrivent Investment Management Inc.,vic.hildebrand@thrivent.com,630-355-8822,
10831669,Inactive Investor,Robert Stackhouse,,Cetera Advisors LLC Saint Charles IL Private Residence,robert.stackhouse@ceteraadvisors.com,,Salesforce
11206105,Inactive Investor,Tassia Taylor,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",tassia.taylor@ml.com,,Salesforce
10988210,Inactive Investor,Nicholas Romo,,State Farm VP Management Corp. Ithaca NY 309 N Tioga St,nick.romo.wz9c@statefarm.com,,Salesforce
11068889,Inactive Investor,Chad Meyer,Senior Compliance Officer;Senior Risk Officer;Vice President,Arvest Wealth Management Fayetteville AR 75 N East Ave,chad.meyer@firsthorizon.com,,Salesforce
88700,,Gerald Townsend,"Pres., CEO",Townsend Asset Management Corp.,gerald@assetmgr.com,919-782-9689,Manual List Upload
9597313,,Dee Slaughter,,,dslaughter@huntermichael.com,,List import
11062536,Inactive Investor,Timothy Sosa,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
51177,,Phil Wheat,"Owner, Advisor","Wheat Givens Financial, Llc",pdwheat@unitedplanners.com,214-385-2415,Manual List Upload
11079783,Inactive Investor,Taylor Masson,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,taylor.masson@jpmorgan.com,,Salesforce
11220593,,Zachary Allegretti,,,zallegretti@hbkswealth.com,,Other
11098268,Inactive Investor,Jeffrey Halas,,Key Investment Services LLC Hamburg NY 25 Main St,jeff_halas@keybank.com,,Salesforce
9571317,,Harry Gail,,,hgail@harspringcapital.com,,List import
11186404,Inactive Investor,Edward Goodson,,LPL Financial LLC Birmingham AL 22 Inverness Center Pkwy,edward.goodson@lpl.com,,Salesforce
353386,,Randy Slifka,Managing Director,Slifka Asset Management,randy@slifka.net,(646) 356-0601,List Import
10793929,Inactive Investor,Brandon Herrera,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",brandon.j.herrera@ml.com,,Salesforce
11117418,Inactive Investor,Pinckney Ridley,Regional Vice President,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,bkj43@primerica.com,,Salesforce
11155511,Inactive Investor,Manilyn Calaunan,,J.P. Morgan Securities LLC Poulsbo WA 20350 Little Valley Rd NE,manilyn.calaunan@jpmorgan.com,,Salesforce
11175276,Inactive Investor,Ryan Douget,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",ryan.douget@ml.com,,Salesforce
9609980,,James Millership,,,jamesmillership@gmail.com,,List import
10754988,Inactive Investor,Mohammad Rihan,Private Client Advisor;Senior Vice President - Investments,J.P. Morgan Securities LLC Irvine CA 3973 Irvine Blvd,mohammad.s.rihan@jpmorgan.com,,Salesforce
9616569,,Fajar Fadhlullah,,,fadhlullah.fajar21@gmail.com,,List import
9570382,,Marc Lowlicht,,,mlowlicht@nationalsecurities.com,,List import
11085451,Inactive Investor,Eddie Robertson,,LPL Financial LLC Chillicothe MO 417 Locust St,eddie.robertson@lpl.com,,Salesforce
11151766,Inactive Investor,Justin Anderson,Financial Consultant,LPL Financial LLC Davenport IA 2102 E Kimberly Rd,justin.anderson@lpl.com,,Salesforce
11102304,Inactive Investor,Edward Marsi,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",ed.marsi@ml.com,,Salesforce
11223164,,Jacob Davenport,,,jdavenport@savantwealth.com,,List Import
11011778,Inactive Investor,Jerome Kahn,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",jerome.kahn@prudential.com,,Salesforce
9559172,,Bart Arnold,,,arnoldbart@hotmail.com,,List import
10803218,Inactive Investor,James Beickert,Private Wealth Relationship Manager;Senior Financial Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",james.beickert@ml.com,,Salesforce
10890707,Inactive Investor,Connor Bosch,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",connor.bosch@nm.com,,Salesforce
11201262,Inactive Investor,Elizabeth Gullatte,,PFS Investments Inc. West Point GA 815 3rd Ave,egullatte.7mctv@primerica.com,,Salesforce
198230,,Bryan Chandler,Wealth Advisor,JMF Capstone Wealth Management,bchandler@jmfcapstone.com,205-366-4021,
11017480,Inactive Investor,Zahra Baldwin,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",zahra.marchand@ampf.com,,Salesforce
10925425,Inactive Investor,Alex Pina,,LPL Financial LLC Bastrop TX 971 Hwy 71 W,alex.pina@lpl.com,,Salesforce
10801394,Inactive Investor,John Thompson,,"Ameritas Investment Company, LLC Lincoln NE 5945 R St",john.thompson@ameritas.com,,Salesforce
10764938,Inactive Investor,Jamie Lavin Buzzard,Managing Director,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,jamie.e.lavin@jpmorgan.com,,Salesforce
11160178,Inactive Investor,Wanda Carlson,,State Farm VP Management Corp. Milford CT 415 Boston Post Rd,,,Salesforce
11154019,Inactive Investor,William Schlabach,Financial Advisor,Edward Jones Lewisville TX 2600 Village Pkwy,kyle.schlabach@edwardjones.com,,Salesforce
10983865,Inactive Investor,Kara Adamczyk,,"Empower Financial Services, Inc",kara.adamczyk@empower.com,,Salesforce
10965336,Inactive Investor,Lily Richards,,"M Holdings Securities, Inc. Englewood CO 5299 DTC Blvd",,,Salesforce
11088773,Inactive Investor,Ryan Yetman,Senior Client Associate,Neuberger Berman BD LLC,ryan.yetman@nb.com,,Salesforce
10870071,Inactive Investor,Richard Flory,,J.P. Morgan Securities LLC Bellmore NY 2631 Merrick Rd,richard.a.flory@jpmorgan.com,,Salesforce
10956244,Inactive Investor,Stuart Burke,,LPL Financial LLC Little Rock AR 8 Shackleford Plz,stuart.burke@lpl.com,,Salesforce
11188869,Inactive Investor,Daniel Halle,,"Kestra Investment Services, LLC Warren PA Private Residence",,,Salesforce
10965030,Inactive Investor,Ann Robinson,Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",,,Salesforce
10906740,Inactive Investor,Connor Heffernan,Service Associate,Morgan Stanley Seattle WA 601 Union St,connor.heffernan@morganstanley.com,,Salesforce
10780752,Inactive Investor,Gregory Orton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10785725,Inactive Investor,Sonia Dowell,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
9610984,,Ariel Di Giacomo,,,ariel@tuasesorfinanciero.online,,List import
11231740,Inactive Investor,Jayanti Manigat,,Fidelity Brokerage Services LLC,,,Salesforce
10906551,Inactive Investor,David Phipps,Investment Advisor Representative,LPL Financial LLC Mattoon IL 900 Broadway Ave,david.phipps@lpl.com,,Salesforce
1004135,Inactive Investor,Leon Fu,,Leon Fu,leonfu@leonfu.com,,3rd Party Lead Gen
11165943,Inactive Investor,Michael Kovacs,,"Realta Equities, Inc. Saint Petersburg FL 100 2nd Ave N",,,Salesforce
10948312,Inactive Investor,Gloria Lou,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
11178795,Inactive Investor,Michelle Dunigan,Senior Financial Advisor,The Huntington Investment Company New Lenox IL 2400 E Lincoln Hwy,michelle.dunigan@huntington.com,,Salesforce
11060295,Inactive Investor,Drake Paalani Wilson,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,drake.wilson@morganstanley.com,,Salesforce
10836138,Inactive Investor,Ronald Freeman,Financial Advisor,Edward Jones Woodway TX 15190 Badger Ranch Blvd,ronnie.freeman@edwardjones.com,,Salesforce
10810629,Inactive Investor,Pat Ingrassia,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Hauppauge NY 100 Motor Pkwy,pingrassia@janney.com,,Salesforce
164622,,K S,,[Unknown],kartiksells@gmail.com,,Direct
9540810,,Evan Psaropoulos,,Voyager Digital LLC,epsaropoulos@investvoyager.com,,List Import
10913215,Inactive Investor,Daniel Rubiano,,J.P. Morgan Securities LLC Lake Worth FL 6492 Lake Worth Rd,daniel.rubiano@jpmorgan.com,,Salesforce
10881048,Inactive Investor,Kenneth Graves,,"Avantax Investment Services, Inc. Sparks Glencoe MD 53 Loveton Cir",,,Salesforce
11045666,Inactive Investor,Sarah Kiernan,,Goldman Sachs & Co.,sarah.kiernan@gs.com,,Salesforce
11193312,Inactive Investor,Tracy Anzalotti,,UBS Financial Services Inc. Hartford CT 1 State St,tracy.anzalotti@ubs.com,,Salesforce
10919584,Inactive Investor,Thomas Pressey,Financial Consultant,"Good Life Advisors, LLC Plainwell MI 352 12th St",thomas.pressey@goodlifefa.com,,Salesforce
10790637,Inactive Investor,Scott Meyer,,Evercore Group L.L.C.,scott.meyer@evercore.com,,Salesforce
10892407,Inactive Investor,Nicolae Porancea,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nicolae_porancea@vanguard.com,,Salesforce
9591327,,Arman Eker,,,arman.eker@gmail.com,,List import
10897570,Inactive Investor,Jose Cabrera,Financial Advisor,Edward Jones Berthoud CO 807 Mountain Ave,jose.cabrera@edwardjones.com,,Salesforce
10799019,Inactive Investor,Todd Schwartz,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10657439,,Mikestael Rousseau,,,mico.rousseau@thrivent.com,,List Import
10767222,Inactive Investor,Robert O'Dell,Chief Investment Officer;Managing Director;President,LOC Investment Advisers,bob@lanhamodell.com,,Salesforce
81333,,Desmond Scott,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",desmond.scott@transamerica.com,347-277-4673,
10946968,Inactive Investor,Derek Main,Principal,First Main Capital,derek@firstmaincapital.com,,Salesforce
10790601,Inactive Investor,Douglas Dooley,,"Wells Fargo Advisors Financial Network, LLC Webster TX 455 E Medical Center Blvd",doug.dooley@wfafinet.com,,Salesforce
10761644,Inactive Investor,James Fagan,Managing Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,james.c.fagan@jpmorgan.com,,Salesforce
11043992,Inactive Investor,John Olsen,President,Clayton Investment Advisor LLC,,,Salesforce
10963546,Inactive Investor,Kenneth Luo,,"Wells Fargo Clearing Services, LLC San Francisco CA 2454 Noriega St",kenneth.luo@wellsfargo.com,,Salesforce
11186778,Inactive Investor,Janice Hightower,,PFS Investments Inc. Round Rock TX 500 E Palm Valley Blvd,janice.hightower@primerica.com,,Salesforce
10662079,,Jorge Velasquez,,,tony@wiselyadvised.com,630.214.1149,List Import
10859155,Inactive Investor,Julianne Charlesworth,,"Avantax Investment Services, Inc. Valparaiso IN 2000 Comeford Rd",,,Salesforce
249297,,Mustafa Boulhabel,,Al Rashed Global Holding,mustafa@alrashedglobal.com,,Manual List Upload
10656073,,Claude Ohanesian,,,claude@cgowealth.com,,List import
10489871,,Michael Burkhart,Personal Financial Advisor,"WealthStar Advisors, LLC",mburkhart@wealthstaradvisors.com,,List Import
342553,,Tony Mills,"Executive Vice President, Special Advisor To The CEO","Aprio Wealth Management, Llc",tony.mills@aprio.com,404-892-9651,Manual List Upload
9636294,,Kass Maurer,,,kmaurer@manning-napier.com,,List import
10884099,Inactive Investor,Joanne Bills,Senior Service Associate,"Raymond James & Associates, Inc. Zanesville OH 17 N 4th St",joanne.bills@raymondjames.com,,Salesforce
10758447,Inactive Investor,Curtis Kuramoto,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
10833929,Inactive Investor,Michelle Johnston,Client Service Associate,Morgan Stanley Los Angeles CA 444 S Flower St,michelle.utama@morganstanley.com,,Salesforce
11141863,Inactive Investor,Christopher Solmssen,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",christopher.solmssen@rbc.com,,Salesforce
11011752,Inactive Investor,Ruben Montesinos,,PFS Investments Inc. Fort Lauderdale FL 7310 W Mcnab Rd,ruben.montesinos@primerica.com,,Salesforce
10756883,Inactive Investor,Brittany Ormondroyd,Client Service Associate;Team Administrator,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,brittany.ormondroyd@ubs.com,,Salesforce
10861867,Inactive Investor,Jonathan Bonin,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11140034,Inactive Investor,Justen Macon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11136015,Inactive Investor,Kenan Kashlan,,Purshe Kaplan Sterling Investments Hoboken NJ 217 Willow Ave,kkashlan@pksinvest.com,,Salesforce
10791521,Inactive Investor,Robert Wood,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",rob.wood@raymondjames.com,,Salesforce
10941845,Inactive Investor,Brian Smith,,Cetera Advisor Networks LLC Saint Paul MN 342 County Road D E,,,Salesforce
9624482,,Carole Krull,,,carolekrull@gmail.com,,List import
344150,,Will Lucas,Senior Associate,Azalea Capital,will@azaleacapital.com,864-235-0201,Manual List Upload
11075043,Inactive Investor,Andrew Vitek,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Wyncote PA 8101 Washington Ln,avitek@janney.com,,Salesforce
10765526,Inactive Investor,Cheryl Peters,,"RBC Capital Markets, LLC Providence RI 500 Exchange St",cheryl.peters@rbc.com,,Salesforce
11054728,Inactive Investor,Keri Burton,Financial Advisor;Vice President,Morgan Stanley Wayzata MN 445 Lake St E,keri.burton@morganstanley.com,,Salesforce
9544903,,Lance Parker,,,lance@parkerwas.com,,List import
11177115,Inactive Investor,Michele Grossi,Financial Advisor,UBS Financial Services Inc. San Diego CA 600 W Broadway,michele.grossi@ubs.com,,Salesforce
11171332,Inactive Investor,Gerald Kelson,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,gerald.kelson@primerica.com,,Salesforce
10889826,Inactive Investor,Sherry Boughman,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",sherry.l.boughman@nm.com,,Salesforce
10754173,Inactive Investor,Jared Lamb,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Denver CO 1801 California St",jared.lamb@rbc.com,,Salesforce
10957464,Inactive Investor,Fiana Lu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10814560,Inactive Investor,Mark Meservey,Financial Advisor,LPL Financial LLC La Grange TX 262 W Colorado St,mark.meservey@lpl.com,,Salesforce
9598907,,Bryan Reinhard,,,bryan.reinhard@omegafingroup.com,,List import
10828798,Inactive Investor,Gary Cattich,Financial Advisor;Managing Director,"RBC Capital Markets, LLC San Francisco CA 345 California St",gary.cattich@rbc.com,,Salesforce
9570583,,Karen Wilkins,,,karen.wilkins@pnc.com,,List import
11232496,Inactive Investor,Michael McGillivray,,"Empower Financial Services, Inc Fairway KS Private Residence",michael.mcgillivray@empower.com,,Salesforce
11065456,Inactive Investor,Daniel Hansen,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",,,Salesforce
10964170,Inactive Investor,Alexis Figueroa,,"Wells Fargo Clearing Services, LLC Abingdon MD 400 Constant Friendship Blvd",,,Salesforce
10902553,Inactive Investor,Wesley Whamond,,"Osaic Wealth, Inc. Naperville IL 1415 W Diehl Rd",,,Salesforce
10983189,Inactive Investor,Donna Chmielewski,,PFS Investments Inc. Madison WI 2916 Syene Rd,donna.chmielewski@primerica.com,,Salesforce
10878016,Inactive Investor,Kyle Hilsberg,Financial Advisor,"Ameriprise Financial Services, LLC Webster TX 711 W Bay Area Blvd",kyle.hilsberg@ampf.com,,Salesforce
215712,,Keith Block,,self employed/finance,houston1717@aol.com,,
10656493,,Jeffery Koskinen,,,jeffery.koskinen@fmr.com,,List Import
9646378,,Maria Laura Canedo,,,marialaura@elevenelevensa.com,,List import
11157136,Inactive Investor,Kay Yamada,Wealth Management Associate,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,kay.yamada@morganstanley.com,,Salesforce
11038478,Inactive Investor,Kurt Carmel,,"Bankers Life Securities, Inc. Glen Burnie MD 799 Cromwell Park Dr",kurt.carmel@bankerslife.com,,Salesforce
10982366,Inactive Investor,Reed Smith,Account Executive,Fisher Investments,,,Salesforce
11221460,,Samantha Driver,,,sdriver@seia.com,,List Import
10752367,Inactive Investor,Matthew Hoover,Investment Advisor Representative,"Osaic Wealth, Inc. Tiffin OH 1474 S County Road 1",,,Salesforce
11160132,Inactive Investor,Michael Wattick,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",michael_wattick@ml.com,,Salesforce
11051363,Inactive Investor,Matthew Courchesne,,"Wilmington Capital Securities, LLC Westbury NY 1025 Old Country Rd",mcourchesne@wilmingtoncap.com,,Salesforce
9630440,,anonymous here,,,anonymoushere143@gmail.com,,List import
9563506,,Nathan Goldwasser,,,ngoldwasser@financialguide.com,,List import
10858768,Inactive Investor,William Gitzke,,Country Capital Management Company Cary IL 155 Park Ave,william.gitzke@countryfinancial.com,,Salesforce
843,,,,,miminguyen2@iinet.net.au,,
226965,, -,,[Unknown],jamal.thomas21@yahoo.com,,
11042692,Inactive Investor,Miles Putnam,Portfolio Manager;Vice President,"Provident Investment Management, Inc.",milesp@investprovident.com,,Salesforce
10993801,Inactive Investor,Robert Sheppard,,PFS Investments Inc. Knoxville TN 11424E Kingston Pike,,,Salesforce
10805257,Inactive Investor,Alexander Channing,,CIBC World Markets Corp.,,,Salesforce
11079739,Inactive Investor,Christina Swallows,Financial Advisor,Edward Jones Tyler TX 6647 Oak Hill Blvd,christina.swallows@edwardjones.com,,Salesforce
10808489,Inactive Investor,Edward Bosch,,"IFP Securities, LLC Florence KY 7620 Dixie Hwy",edward.bosch@ifpartners.com,,Salesforce
11146021,Inactive Investor,Gregory Taylor,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
11205936,Inactive Investor,David Rausch,,"Raymond James Financial Services, Inc. Valley City ND 243 Central Ave N",david.rausch@raymondjames.com,,Salesforce
10770116,Inactive Investor,Toby Svoboda,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",toby.svoboda@wellsfargoadvisors.com,,Salesforce
221851,,Melvin Jacobson,,[Unknown],jacobson.melvin@gmail.com,,source
11148227,Inactive Investor,Patricia Abrams,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,patricia.abrams@primerica.com,,Salesforce
9613313,,Ivan Hernandez,,,ihernandez@omniawealth.com,,List Import
11190745,Inactive Investor,Thomas Guidi,Co-Chief Investment Officer;Director;Investment Manager;Shareholder,Foster & Motley Inc,thom@fosterandmotley.com,,Salesforce
11104695,Inactive Investor,Michelle Constant,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11085923,Inactive Investor,Dale Westermark,,Cetera Advisor Networks LLC Billings MT 550 N 31st St,,,Salesforce
10791938,Inactive Investor,Marc Stay,,PFS Investments Inc. New York NY 301 W 135th St,marc.stay@primerica.com,,Salesforce
10775615,Inactive Investor,John Giles,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,adam.giles@morganstanley.com,,Salesforce
11111608,Inactive Investor,Gregory Murray,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Syracuse NY 5788 Widewaters Pkwy",greg.murray@schwab.com,,Salesforce
9631256,,Brian Pontrich,,,bdpontrich@gmail.com,,List import
11050891,Inactive Investor,Long Tran,,"Transamerica Financial Advisors, Inc Las Vegas NV 7390 W Sahara Ave",long.tran@tfaconnect.com,,Salesforce
11075522,Inactive Investor,David Baik,,"Woodmen Financial Services, Inc.",dbaik@woodmen.org,,Salesforce
11208434,Inactive Investor,Benjamin Grimsley,,Cabot Lodge Securities LLC Detroit Lakes MN 115 Willow St W,ben.grimsley@clsecurities.com,,Salesforce
11003468,Inactive Investor,Ibironke Oladele,,J.P. Morgan Securities LLC Stone Mountain GA 933 N Hairston Rd,ibironke.oladele@jpmorgan.com,,Salesforce
9554120,,Pamela Boyce,,,paboyce@comcast.net,,List import
9600943,,Hollis Okamura,,,hokamura+grayscale@gmail.com,,List import
10901516,Inactive Investor,Michael Dicroce,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",michael.dicroce@schwab.com,,Salesforce
10963404,Inactive Investor,Jacob Cook,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",jacob.cook@nm.com,,Salesforce
11203865,Inactive Investor,Kristen August,,PFS Investments Inc. Houston TX 738 Hwy 6 S,kristen.august@primerica.com,,Salesforce
11142238,Inactive Investor,Todd Hallauer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",todd.hallauer@ml.com,,Salesforce
10905948,Inactive Investor,Adam Beveridge,,"Cambridge Investment Research, Inc. Mansfield OH 111 Park Ave E",,,Salesforce
11233392,Inactive Investor,Joseph Hunyor,,&Partners Napoleon OH 733 N Perry St,,,Salesforce
10977248,Inactive Investor,David Craft,,"FBL Marketing Services, LLC Sheridan WY 2585 Heartland Dr",david.craft@fbfs.com,,Salesforce
10787330,Inactive Investor,Elizabeth Wagner,Financial Advisor,LPL Financial LLC Chesapeake VA Private Residence,elizabeth.wagner@lpl.com,,Salesforce
11036928,Inactive Investor,Brett Matsumoto,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,btmatsumoto@ft.newyorklife.com,,Salesforce
197309,,Jonathan Lustig,,Ballentine Partners,jlustig@ballentinepartners.com,,
10769616,Inactive Investor,Christopher Maynard,,"Wells Fargo Clearing Services, LLC Owings Mills MD 9948 Reisterstown Rd",christopher.maynard@wellsfargoadvisors.com,,Salesforce
10958779,Inactive Investor,Yuka Yamashita,,NYLIFE Securities LLC New York NY 420 Lexington Ave,yyamashita@ft.newyorklife.com,,Salesforce
11191100,Inactive Investor,Richard Barker,,"Raymond James Financial Services, Inc. San Angelo TX 3471 Knickerbocker Rd",brandon.barker@raymondjames.com,,Salesforce
11190248,Inactive Investor,Kelly Petersen,Financial Advisor,Edward Jones Arlington Heights IL 3030 W Salt Creek Ln,kelly.petersen@edwardjones.com,,Salesforce
9550317,,Rodney Turner,,,rodturner223@hotmail.com,,List import
11128022,Inactive Investor,Michael Fee,,"Dinosaur Financial Group, L.L.C",mfee@dinogroup.com,,Salesforce
233435,,Dominic -,,Dominic [[Unknown]],maduakordominic006@gmail.com,,Database Upload
11028761,Inactive Investor,Stephen Sullivan,,"Allstate Financial Services, LLC Westwood NJ 567 Broadway",stephensullivan@allstate.com,,Salesforce
11170083,Inactive Investor,Andrew Shuford,Wealth Advisor,&Partners,andrew.shuford@andpartners.com,,Salesforce
11101460,Inactive Investor,Ryan Todd,Chief Executive Officer;Founder,"Great Valley Advisor Group, Inc. Chester Springs PA 2200 Flowing Springs Rd",rtodd@greatvalleyadvisors.com,,Salesforce
10716186,,ridwan nurkholis,,,bekkingan@gmail.com,,Web Form Fillout
10974713,Inactive Investor,Jeanie Coor,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10823069,Inactive Investor,Timothy Ludlum,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",timothy.ludlum@ml.com,,Salesforce
10851693,Inactive Investor,Kelly Franke,,Rockefeller Financial LLC Chesterfield MO 16090 Swingley Ridge Rd,kfranke@rockco.com,,Salesforce
11021832,Inactive Investor,Stephen Schons,,State Farm VP Management Corp. Lakewood OH 16815 Madison Ave,steve.schons.jtlh@statefarm.com,,Salesforce
10759610,Inactive Investor,Julie Julien,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,julie.v.julien@jpmorgan.com,,Salesforce
9623028,,Edgardo Laber,,,edgardo@ieee.org,,List import
10920050,Inactive Investor,Stephen St John,,LPL Financial LLC Greenville SC 119 Manly St,stephen.st-john@lpl.com,,Salesforce
106982,,Troy H Hutchinson,,Capstone Financial Advisors.com,thutchinson@capstonebenefitsadvisors.com,,
9597057,,Joel Harris,,,jsh@hmpayson.com,,List import
370581,,Joham Xavier,,[Unknown],praiajx@yahoo.com.br,,Salesforce
11075680,Inactive Investor,Kyle Brandstetter,,J.P. Morgan Securities LLC New York NY 51 W 51st St,kyle.brandstetter@jpmorgan.com,,Salesforce
9612746,,Andrew Rowan,,,a.rowan11@gmail.com,,List import
10766456,Inactive Investor,Marlene Smikle,Senior Client Associate,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",marlene.smikle@wellsfargoadvisors.com,,Salesforce
11113727,Inactive Investor,Mary Deckman,,"Farmers Financial Solutions, LLC Gardena CA 18726 S Western Ave",mary.dgamble@farmersagency.com,,Salesforce
11193328,Inactive Investor,Steven Dengler,,"Kestra Investment Services, LLC Towson MD 1122 Kenilworth Dr",,,Salesforce
10995312,Inactive Investor,Sebastian Garcia,,"Robinhood Financial, LLC",sebastian.garcia@robinhood.com,,Salesforce
208483,,Gavin Moore,,[Unknown],gavinemoore@gmail.com,,source
10805133,Inactive Investor,Michael Marshall,,Commonwealth Financial Network Bowie MD 4321 Northview Dr,mmarshall@commonwealth.com,,Salesforce
11095363,Inactive Investor,George Huertas,Executive Director;Private Wealth Advisor,Morgan Stanley Walnut Creek CA 1333 N California Blvd,george.huertas@ms.com,,Salesforce
10761194,Inactive Investor,Lance Heimsoth,,Cetera Investment Services LLC Sioux City IA 4700 Sergeant Rd,lance.heimsoth@ceterais.com,,Salesforce
10830741,Inactive Investor,Michelle Copenhaver,Portfolio Associate,Morgan Stanley Kalamazoo MI 277 S Rose St,michelle.copenhaver@morganstanley.com,,Salesforce
11120718,Inactive Investor,Lisa Hurst,Investment Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10856444,Inactive Investor,David Birnbaum,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",david.birnbaum@wellsfargoadvisors.com,,Salesforce
10799510,Inactive Investor,Thomas Lott,,Stonex Securities Inc. Fairhope AL 22787 US Hwy 98,,,Salesforce
11019013,Inactive Investor,Yamiri Pichardo,,J.P. Morgan Securities LLC New York NY 659 W 181st St,yamiri.pichardo@chase.com,,Salesforce
10826749,Inactive Investor,Michael Goodman,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",michael.goodman@raymondjames.com,,Salesforce
11004717,Inactive Investor,Lena Benjakul,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,lbenjakul@rwbaird.com,,Salesforce
10965102,Inactive Investor,Mark Milton,Chief Compliance Officer;Chief Executive Officer;Founder;Member,Armory Oak Wealth LLC,mark.milton@armoryoak.com,,Salesforce
10908527,Inactive Investor,Jim Poncha,Investment Advisor,"World Investments, Inc.",,,Salesforce
10658761,,Stephanie Hescher,,,stephanie.hescher@lpl.com,,List Import
11095986,Inactive Investor,Christopher Barlow,Director,"Sepio Capital, LP",,,Salesforce
10613790,,Gary Wayne,Financial Advisor,,gary.p.wayne@wellsfargoadvisors.com,,List Import
11096218,Inactive Investor,Matthew Stanek,Financial Advisor,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",matthew.stanek@equitable.com,,Salesforce
9599619,,Dennis Barsten,,,dbarsten@gmail.com,,List import
11205168,Inactive Investor,John Delp,Regional Vice President,PFS Investments Inc. Oxford PA 59 S 3rd St,john.delp@primerica.com,,Salesforce
11236898,Inactive Investor,William Bost,Equity Research Analyst;Investment Advisor Representative,"Absher Wealth Management, LLC",will@absherwealth.com,,Salesforce
11022813,Inactive Investor,Nicholas Klarman,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
204385,,Thomas Chambers,Financial Advisor,"VALIC Financial Advisors, Inc.",thomas.chambers@valic.com,518-783-6464,
339989,,Gonzalo Mendoza,Member; Manager; Chief Financial Officer,Valor Advisors Llc,gonzalo.mendoza@valorad.com,305-424-1432,Manual List Upload
9555940,,Mark Scott,,,mark.scott@gmail.com,,List import
10617818,,Susan Zick,,,susan_zick@ml.com,,List Import
10754741,Inactive Investor,Todd Staats,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",todd.staats@schwab.com,,Salesforce
9559723,,Brent Spicuzza,,,brent@swsllc.com,,List import
217751,,Henry Ma,,[Unknown],qwerty.h2480@gmail.com,,Direct
10840086,Inactive Investor,Craig Ellis,,J.P. Morgan Securities LLC Fort Collins CO 2820 E Harmony Rd,craig.m.ellis@jpmorgan.com,,Salesforce
11020424,Inactive Investor,Fernando Iturbe,,J.P. Morgan Securities LLC Huntington Park CA 7141 Pacific Blvd,,,Salesforce
10755570,Inactive Investor,Catherine Daniel,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Howell MI 119 W Clinton St,catherine.bowen@morganstanley.com,,Salesforce
10752806,Inactive Investor,Michael Lyons,Executive Director,J.P. Morgan Securities LLC Sun City AZ 10300 W Thunderbird Blvd,michael.c.lyons@jpmorgan.com,,Salesforce
11011375,Inactive Investor,Lori Carver,,"First Horizon Advisors, Inc. Nashville TN 1 Music Cir S",lmcarver@firsthorizon.com,,Salesforce
11087731,Inactive Investor,Frederick Wilke,Financial Advisor,LPL Financial LLC Sarasota FL Private Residence,frederick.wilke@lpl.com,,Salesforce
3615269,,Jinesh Patel,,,jineshrpatel@gmail.com,,Web Form Fillout
10662136,,Todd Rais,,,todd.rais@envestnet.com,,List Import
11056187,Inactive Investor,Jordan Zitzloff,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
148957,,Mike Vignapiano,,[Unknown],mikev9359@yahoo.com,,source
11197998,Inactive Investor,Donna Kellogg,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",fossettd@stifel.com,,Salesforce
10836417,Inactive Investor,Linda Manley,Financial Advisor,Edward Jones Troy IL 532 Edwardsville Rd,linda.manley@edwardjones.com,,Salesforce
9587777,,Christopher Smith,,,chris@windacre.com,,List import
10919033,Inactive Investor,Todd Edwards,Financial Advisor,Edward Jones McKinney TX 3128 Hudson Xing,todd.r.edwards@edwardjones.com,,Salesforce
9641863,,Mo Lidsky,,,mo@primequadrant.com,,List import
101453,,David Munn,,Riley Nichols & Munn,david.munn@lpl.com,(585) 419-6865,Organic Search
9597217,,Dennis Reiland,,,dreiland@pmgadvisory.com,,List import
10817132,Inactive Investor,Corey Moody,,Fidelity Brokerage Services LLC,,,Salesforce
10645161,,Peter Case,,,peter.case@nm.com,,List Import
10964188,Inactive Investor,Marco Fuentes,Director;Investment Advisor,"Independent Financial Group, LLC",mfuentes@ifgsd.com,,Salesforce
10797695,Inactive Investor,Elisabeth Bailey,Portfolio Associate,Morgan Stanley Austin TX 301 Congress Ave,elisabeth.bailey@morganstanley.com,,Salesforce
11149566,Inactive Investor,Stefanos Newman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
9620183,,STEPHEN RAPHAEL,,,stepheneraphael@gmail.com,,List import
235315,,Joachim -,,Joachim [[Unknown]],alivyette@gmail.com,,Direct
371402,,kelvin Yew yun,,HC Investment Holding,kelvinyky@gmail.com,60124593637,Baidu Natural Search
10754239,Inactive Investor,Ariana Marek,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",ariana.marek@ml.com,,Salesforce
9563182,,Tudor Comsa,,,t.comsa@mns-intl.com,,List import
9624975,,Colt Lamb,,,thelamb22@yahoo.com,,List import
10922516,Inactive Investor,Jared Gruccio,Financial Advisor,GWN Securities Inc. Hammonton NJ 300 Bellevue Ave,,,Salesforce
10934593,Inactive Investor,Spencer Smith,Chief Compliance Officer;President,"Spencer Smith Asset Management, Inc.",,,Salesforce
10959896,Inactive Investor,Colin Swain,,LPL Financial LLC Chambersburg PA 860 Norland Ave,colin.swain@lpl.com,,Salesforce
103045,,Kim McKenna,,None,pugzilla2@yahoo.com,4404133661,Paid Social
10960657,Inactive Investor,Philip Wallace,,Goldman Sachs & Co.,,,Salesforce
10886637,Inactive Investor,Timothy Denihan,Vice President,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,timothy.denihan@ubs.com,,Salesforce
10797575,Inactive Investor,April Pettinelli,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",april.l.pettinelli@ml.com,,Salesforce
60895,,Thomas Feveryear,Chief Financial Officer,Tower Arch Capital,tfeveryear@towerarch.com,801-997-5808,Manual List Upload
10922998,Inactive Investor,Paul Henderson,Advisor;Principal;Vice President,Heritage Road Advisors Seattle WA 1959 Thorndyke Ave W,paul@heritageroadadvisors.com,,Salesforce
3543497,,Warren Caswell,,,wcas1946@yahoo.com,,Web Form Fillout
125546,,Meghan Nolan,Financial Advisor,"Forum Financial Management, Lp",mnolan@forumfin.com,630-873-8520,Manual List Upload
10962136,Inactive Investor,Brent Olson,,Edward Jones Warrenton VA 251 W Lee Hwy,,,Salesforce
1001290,Inactive Investor,Anjali Sud,,Vimeo,anjali.sud@vimeo.com,,3rd Party Lead Gen
60119,,andy sugianto,,Indonesia,ndy.zhang21@gmail.com,,
11189547,Inactive Investor,Richard Douglas,,"Cambridge Investment Research, Inc. Red Wing MN 3303 N Service Dr",,,Salesforce
11128652,Inactive Investor,Sally White,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10661727,,Allison Myers,,,allison@buoyant.vc,,List Import
240021,,Jeffrey Johnstone,Board Member - Secretary,Investment Management Group,jjohnstone@stockmanbank.com,406-655-3960,Manual List Upload
240240,,Omar Macias,,Snowden Lane Partners,omacias@snowdenlane.com,305-329-2200,Database Upload
11181783,Inactive Investor,Attila Zsigmond,,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",attila.zsigmond@tfaconnect.com,,Salesforce
11196758,Inactive Investor,Jill Rodgers,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,jill.rodgers@jpmorgan.com,,Salesforce
11039875,Inactive Investor,David Andrade,,"Principal Securities, Inc. New Lenox IL 858 Cheyenne Ln",andrade.david@principal.com,,Salesforce
11155157,Inactive Investor,Walter Bayne,,Cary Street Partners Fredericksburg VA 1000 Winchester St,wbayne@carystreetpartners.com,,Salesforce
11126231,Inactive Investor,Jermaine Starnes,,J.P. Morgan Securities LLC Chicago IL 353 W 83rd St,jermaine.starnes@jpmorgan.com,,Salesforce
11088128,Inactive Investor,Christopher Cabral,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Partner,New World Advisors LLC,chris.cabral@newworldadvisors.com,,Salesforce
10917601,Inactive Investor,Jonathan Rosenthal,,Stonex Securities Inc. Cave Creek AZ 5938 E Windstone Trl,,,Salesforce
10788647,Inactive Investor,Mark Neuberger,,"Axiom Capital Management, Inc.",mneuberger@axiomcapital.com,,Salesforce
9606232,,Amirhosein Paghar,,,amirhosein.paghar1370@gmail.com,,List import
9594253,,Brian Henderson,,,brian.henderson@mykfa.com,,List import
10994270,Inactive Investor,Jesus Baez,Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,jbaez@rwbaird.com,,Salesforce
11146462,Inactive Investor,Michael Klitsch,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Rockville MD 702 King Farm Blvd,michael.l.klitsch@morganstanley.com,,Salesforce
11011164,Inactive Investor,Ryan Alling,Managing Director - Investments;Registered Associate,Wedbush Securities Inc. San Diego CA Private Residence,ryan.alling@wedbush.com,,Salesforce
213455,,Frank Schmalleger,Distinguished Professor Emeritus,Justice Research Association,cjtoday@mac.com,,
10850254,Inactive Investor,William Geraghty,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",william.geraghty@ampf.com,,Salesforce
11099687,Inactive Investor,Devin Gray,,Morgan Stanley Sandy UT 200 W Civic Center Dr,devin.gray@morganstanley.com,,Salesforce
11238555,Inactive Investor,Sheri Nemeth,,"Brentwood Private Equity, LLC",snemeth@brentwood.com,,Salesforce
10759133,Inactive Investor,Pamela Goodman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",p_goodman@ml.com,,Salesforce
10905419,Inactive Investor,Said Hammadi,,NYLIFE Securities LLC New York NY 285 Fulton St,shammadi@ft.newyorklife.com,,Salesforce
11148043,Inactive Investor,Brenda Rolli,Financial Advisor,LPL Financial LLC Oshkosh WI 2391 Enterprise Dr,brenda.rolli@lpl.com,,Salesforce
9637449,,Journee Parker,,,journeeparker84@yahoo.com,,List import
11194538,Inactive Investor,Taylor Kangethe,Wealth Advisor Associate,Morgan Stanley Kansas City MO 4520 Main St,,,Salesforce
189106,,Bernardo Alonso,,[Unknown],bernialonso@yahoo.com.ar,,source
4753554,,Malte R,,,contact.malte.rauch@gmail.com,,Web Form Fillout
9624026,,bob alld,,,boballd@cox.net,,List import
11141402,Inactive Investor,Jason Haldiman,Financial Advisor;Vice President,"B & B Financial Planning Co., Inc.",,,Salesforce
9645285,,Brian Gillott,,,bmg@gladespeakcapital.com,,List import
10826670,Inactive Investor,Alma Irving,,LifeMark Securities Corp. Pleasanton CA Private Residence,airving@lifemark.com,,Salesforce
245261,,Melissa Masterson Kellenberger,Regional Portfolio Manager,Seacoast Bank,melissa.kellenberger@seacoastbank.com,15618472721,Manual List Upload
9548967,,Tom Kennedy,,,tom@gwadvisors.net,,List import
10851662,Inactive Investor,Brian Rothert,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
2630251,,Praduman kumar Dubey,,,pradumankumardubey726@gmail.com,,
9554070,,Sherry Senesy,,,srsenesy@ft.newyorklife.com,,List import
9572004,,Sam Howe,,,sam@m33.capital,,List import
5210224,,Luke Villarta,,,associate@philosophy.xyz,,Web form fillout
336467,,Kimberly Sterling,Vice President,Resource Consulting Group,kimberly.sterling@resourceconsulting.com,407-422-0252,Manual List Upload
371742,,Eric Davis,,[Unknown],ericd@wallstreetins.com,,Salesforce
11009825,Inactive Investor,Kimberly Meade,,LPL Financial LLC Houston TX 3120 Southwest Fwy,,,Salesforce
10809594,Inactive Investor,Marilyn Rangel,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,marilyn.e.rangel@morganstanley.com,,Salesforce
11175694,Inactive Investor,Alyissa Soriano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11183350,Inactive Investor,Vincent DeSimone,First Vice President,"Wells Fargo Advisors Financial Network, LLC New York NY 1350 Avenue of the Americas",vincent.desimone@wellsfargoadvisors.com,,Salesforce
10801640,Inactive Investor,Michael Schiek,Executive Director;Financial Advisor,Morgan Stanley Waukesha WI 20975 Swenson Dr,michael.schiek@morganstanley.com,,Salesforce
226640,, -,,[[Unknown]],judykallas@cox.net,,Initial Salesforce Import
10890918,Inactive Investor,Adam Schutte,Regional Vice President,PFS Investments Inc. Saint Paul MN 2277 Hwy 36 W,adam.schutte@primerica.com,,Salesforce
10923574,Inactive Investor,Robert Porteous,,"GLP Investment Services, LLC",,,Salesforce
11222250,,Zachary Haussler,,,zhaussler@wealthenhancement.com,,List Import
10756982,Inactive Investor,James Geddings,Financial Advisor,Edward Jones Tryon NC 431 N Trade St,jay.geddings@edwardjones.com,,Salesforce
11169344,Inactive Investor,Caitlin Olson,,"Raymond James Financial Services, Inc. Nashville TN 104 Kenner Ave",caitlin.olson@raymondjames.com,,Salesforce
10968471,Inactive Investor,Nolan Marshall,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9580871,,Rachel Pino,,,rpino@hallidayfinancial.com,,List import
11076243,Inactive Investor,Devin Smith,,State Farm VP Management Corp. Oklahoma City OK 3639 NW 63rd St,devin.smith.mv0s@statefarm.com,,Salesforce
11169840,Inactive Investor,Nancy Widner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",kitty_widner@ml.com,,Salesforce
10793213,Inactive Investor,Jonathan Beitler,,"Cambridge Investment Research, Inc. Boca Raton FL 7284 W Palmetto Park Rd",,,Salesforce
9647702,,Leonard Winchester,Vice President,CW Optics,lenwinchester@hotmail.com,757-813-6363,List import
10764908,Inactive Investor,Kenneth Difiore,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10803141,Inactive Investor,Kenneth Thomas,,"Cambridge Investment Research, Inc. Alpharetta GA Private Residence",,,Salesforce
11126620,Inactive Investor,Corey Cox,,"Principal Securities, Inc.",cox.corey@principal.com,,Salesforce
11199465,Inactive Investor,John Ingraham,Senior Director - Investments,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,john.ingraham@opco.com,,Salesforce
11002043,Inactive Investor,Jordan Carlson,,"J.W. Cole Financial, Inc. Winter Springs FL 1500 Town Plaza Ct",,,Salesforce
10846427,Inactive Investor,Anil Kapoor,Equity Analyst;Investment Advisor;Principal,Clifford Swan Investment Counselors,akapoor@cliffordswan.com,,Salesforce
9583759,,Douglass Lyon,,,doug@lyoncapital.com,,List import
10916690,Inactive Investor,Wenning Courtney,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11118110,Inactive Investor,Starlitte Townsend,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Gulfport MS 1311 Spring St",townsends@stifel.com,,Salesforce
11100920,Inactive Investor,Pamela Shumway,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management,Morgan Stanley Olean NY 202 W State St,pamela.s.shumway@morganstanley.com,,Salesforce
10994296,Inactive Investor,Sandy De La Cruz,,J.P. Morgan Securities LLC Pelham NY 35 5th St,sandy.delacruz@chase.com,,Salesforce
374179,,Veno Rajendran,,Malaysia,venoraj@me.com,,Salesforce
11166258,Inactive Investor,Gregory Holbrook,Senior Vice President - Investments,UBS Financial Services Inc. New York NY 299 Park Ave,gregory.holbrook@ubs.com,,Salesforce
336069,,Michelle Bolian,Professional Mortgage Lender,"Bancwest Investment Services, Inc. (bwis)",mbolian@fhb.com,800-338-3919,Manual List Upload
209617,,Jason Slaughter,,[Unknown],jason@casonholdings.com,,
352477,,John Corbett,Associate,Great Hill Partners,jcorbett@greathillpartners.com,617-790-9400,Manual List Upload
10903719,Inactive Investor,Zachary Barber,Financial Advisor,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,zbarber@dadco.com,,Salesforce
11087765,Inactive Investor,Alfred Nelson,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",alfred.nelson@ampf.com,,Salesforce
10952849,Inactive Investor,Amber Lo,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,amber.lo@jpmorgan.com,,Salesforce
10951943,Inactive Investor,Melissa Yost,Wealth Manager,Creative Planning Saint Louis MO 12818 Daylight Cir,melissa.yost@creativeplanning.com,,Salesforce
10936899,Inactive Investor,Sean Kinney,,"Osaic Wealth, Inc.",,,Salesforce
11026306,Inactive Investor,Diana Grable,,"Allstate Financial Services, LLC Godfrey IL 3015 Godfrey Rd",dianagrable@allstate.com,,Salesforce
11189141,Inactive Investor,Mushtaq Ahmed,Financial Consultant,"Equitable Advisors, LLC Monmouth Junction NJ Private Residence",mushtaq.ahmed@equitable.com,,Salesforce
10974422,Inactive Investor,Jeffrey Weronick,,Cetera Investment Services LLC Douglasville GA 6636 Church St,,,Salesforce
11160022,Inactive Investor,Richard Yoken,Founder;Managing Director,"The Portfolio Strategy Group, LLC",ryoken@thepsg.com,,Salesforce
11210905,Inactive Investor,Jonathan Riekert,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Hillsboro OR 2550 NE 106th Ave",jonathan.riekert@usbank.com,,Salesforce
11200678,Inactive Investor,Brian Poma,Chief Executive Officer;Member;Partner;Portfolio Manager,Neumeier Poma Investment Counsel LLC,brian@npsmallvalue.com,,Salesforce
11034398,Inactive Investor,Harold Richmond,Financial Advisor,Edward Jones Buffalo TX 1101 W Commerce St,harold.richmond@edwardjones.com,,Salesforce
10956063,Inactive Investor,Rachel Richardson,,"First Command Brokerage Services, Inc. Arlington VA 241 18th St S",rmrichardson@firstcommand.com,,Salesforce
11138919,Inactive Investor,Kymberlie Reed,Financial Advisor,"Ameriprise Financial Services, LLC Hot Springs Village AR 101 Dentista Dr",kymberlie.r.jones@ampf.com,,Salesforce
11085495,Inactive Investor,Kenneth Beierlein,Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,kenneth.beierlein@nb.com,,Salesforce
11091824,Inactive Investor,Sarah Campbell Besso,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",sarah.campbellbesso@prudential.com,,Salesforce
9635132,,Neal Moszkowski,,,nmoszkowski@towerbrook.com,,List import
10814917,Inactive Investor,Michael McLaughlin,,"Cambridge Investment Research, Inc. Tampa FL 6820 W Linebaugh Ave",lane.mclaughlin@cambridgesecure.com,,Salesforce
7141581,,Islam Shafiqul,,,shafiqulislam150895@gmail.com,,Web Form Fillout
11218856,,Ryan Derosier,,,rderosier@wintrust.com,,Other
11153913,Inactive Investor,Adam Tejpaul,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,adam.tejpaul@jpmorgan.com,,Salesforce
10787335,Inactive Investor,Craig M. Hyatt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",craig.hyatt@bofa.com,,Salesforce
9641100,,Rocco Matzke,,,venode@tutanota.com,,List import
343382,,Jason Wright -,,Jason Wright [[Unknown]],jwright1045@gmail.com,,
9591417,,Chloe Chiu,,,chloechiush@gmail.com,,List import
11012208,Inactive Investor,Logan Kalb,Financial Advisor,"Pruco Securities, LLC. Louisville KY 9300 Shelbyville Rd",logan.kalb@prudential.com,,Salesforce
10844432,Inactive Investor,Seth Deitchman,Director - Alternative Investments;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,seth.deitchman@morganstanley.com,,Salesforce
3774875,,Julian Gottshall,,,jegottshall@gmail.com,,Web Form Fillout
10949191,Inactive Investor,Phillip Sparks,Financial Advisor,"Morgan Kenwood Advisors, LLC",psparks@morgankenwood.com,,Salesforce
11020005,Inactive Investor,Timothy Carlson,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
10823524,Inactive Investor,Andrew Broady,President,"Applied Capital Management, LLC",andrew@appliedcapitalmgmt.com,,Salesforce
10763310,Inactive Investor,Donna Wells,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",donna.wells@ml.com,,Salesforce
9561381,,Andy Guthrie,,,andrew.guthrie@advicent.com,,List import
11181491,Inactive Investor,Tyler Brasfield,Senior Vice President,"U.S. Bancorp Investments, Inc. San Francisco CA 350 California St",tyler.brasfield@usbank.com,,Salesforce
9648341,,Heath Merlak,,,hwmerlak@yahoo.com,,List import
9563534,,Christopher Shuck,,,cshuck@massmutual.com,,List import
10864721,Inactive Investor,Robert Montgomery,,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",shannon.montgomery@stifel.com,,Salesforce
11139498,Inactive Investor,Daniel Banks,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,daniel.banks@fidelity.com,,Salesforce
10976431,Inactive Investor,Amber Rose,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,anrose@ft.newyorklife.com,,Salesforce
11262223,Inactive Investor,Tarun Padmani,,Tarun Padmani,tpadmani@gmail.com,7143888804,Salesforce
11218929,,Robert Kusiak,,,rkusiak@infinexgroup.com,,Other
11116360,Inactive Investor,Kenneth Vinson,,PFS Investments Inc. Torrance CA 1327 Post Ave,kenneth.vinson@primerica.com,,Salesforce
10924620,Inactive Investor,Craig Marcello,,"Ameriprise Financial Services, LLC Metairie LA 1 Galleria Blvd",craig.marcello@ampf.com,,Salesforce
10973609,Inactive Investor,Daniel Iosue,,Lincoln Investment Orlando FL 1710 W Colonial Dr,diosue@lincolninvestment.com,,Salesforce
11186481,Inactive Investor,Susan Mallonee-Heuer,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpointe Dr",,,Salesforce
10618286,,Brian Rubin,,,brian.rubin@ubs.com,,List Import
11088574,Inactive Investor,Lavonica Davis,,PFS Investments Inc. Hot Springs National Park AR 545 Carpenter Dam Rd,,,Salesforce
215920,,Andrew fe,,Cointelegraph,andrewfenton@cointelegraph.com,,
10854659,Inactive Investor,David Hines,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 106 W Portal Ave",david.hines@schwab.com,,Salesforce
10805926,Inactive Investor,Shan Seymour,Financial Advisor,Edward Jones Picayune MS 700 N Curran Ave,shan.seymour@edwardjones.com,,Salesforce
9550073,,Brian Blach,,,bblach@cbiz.com,,List import
9577847,,Jodie West,,,jwest@massmutual.com,,List import
11220673,,Katrina Boucher,,,kboucher@onedigital.com,,Other
8481121,,Blake Cate,,SMEAC Financial llc,jack@smeacfinancial.com,(615) 385-7184,List Import
90626,,David Palmesano,,United States,davidpalmesano@gmail.com,,
11053008,Inactive Investor,Deborah Daniels,Financial Advisor,LPL Financial LLC Oakridge OR Private Residence,deborah.daniels@lpl.com,,Salesforce
9620960,,Vasudeva D N,,,vasudevadn04@gmail.com,,List import
9593234,,Andrew Newman,,,anewman@ingham.com,,List import
9557694,,Bradford Murphy,,,brad.murphy@morningstar.com,,List import
170989,,Enrico Kalkbrenner,,[Unknown],e@k9r.de,,
9621069,,David Chen,,,daveyd97@yahoo.com,,List import
11166601,Inactive Investor,Jeffrey Oster,Financial Advisor;Managing Director;Private Wealth Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,jeffrey.oster@ubs.com,,Salesforce
11096915,Inactive Investor,Jeffrey McDonough,,PFS Investments Inc. Cuyahoga Falls OH 2321 2nd St,jeffrey.mcdonough@primerica.com,,Salesforce
10846812,Inactive Investor,Kenneth Lopian,Vice President,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,kenneth.lopian@jpmorgan.com,,Salesforce
124744,,James Burlingame,,"Stratos Wealth Partners, Ltd",jburlingame@stratoswealthpartners.com,504-300-8212,
10804174,Inactive Investor,Jorge Aguilar,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 11725 Sherri Ln",jorge.a.aguilar@wellsfargo.com,,Salesforce
11210506,Inactive Investor,Ethan Chitty,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10899645,Inactive Investor,Quinn Shaw,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10915399,Inactive Investor,Edwin Retter,Chief Compliance Officer;Founder;Managing Member,"Retter Capital Management, LLC",edwin@rettercapital.com,,Salesforce
11047119,Inactive Investor,Ryan Triplett,Chief Compliance Officer;Financial Advisor;Managing Member;Partner;Regulatory Contact,"Boyd Wealth Management, LLC",ryan@boyd-wealth.com,,Salesforce
10974507,Inactive Investor,Sara Tyranski,,"Allstate Financial Services, LLC Westland MI 2012 S Wayne Rd",saratyranski@allstate.com,,Salesforce
10964094,Inactive Investor,Kelly Tannhauser,Associate,Edward Jones Snohomish WA 2809 Bickford Ave,kelly.tannhauser@edwardjones.com,,Salesforce
10902857,Inactive Investor,Jason Graves,Financial Advisor,"Raymond James & Associates, Inc. Bloomfield Hills MI 39400 Woodward Ave",jason.graves@raymondjames.com,,Salesforce
11104451,Inactive Investor,Samuel Shreve,Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",samuel.shreve@schwab.com,,Salesforce
10841744,Inactive Investor,Michael Fox,,Cetera Advisors LLC Cinnaminson NJ Private Residence,michael.fox@ceteraadvisors.com,,Salesforce
11077490,Inactive Investor,Landon Cruse,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10923329,Inactive Investor,Jason Meyer,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",jason.meyer@nm.com,,Salesforce
11040441,Inactive Investor,Omar Jallow,Assistant Vice President,Citigroup Global Markets Inc.,omar.jallow@citi.com,,Salesforce
10753300,Inactive Investor,Shawn Gray,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",shawn.gray@rbc.com,,Salesforce
10713010,,Jon Sowa,,Radian Partners,jon.sowa@radianpartners.net,,Web Form Fillout
9541832,,Phan L??ng,,,linhtou28@gmail.com,,List import
192270,,Brian Parr,,[Unknown],brian.g.parr@gmail.com,,source
11043976,Inactive Investor,Wa Huong,Managing Member;Senior Managing Partner,"Morling Financial Advisors, LLC",wa@morling.com,,Salesforce
11169370,Inactive Investor,Phillip Graves,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,phillip.graves@fidelity.com,,Salesforce
9621995,,Yes cc Tt,,,waiter.james1991@gmail.com,,List import
10770096,Inactive Investor,Christopher Royce,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,christopher.royce@primerica.com,,Salesforce
10968494,Inactive Investor,Bryan Dunlap,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11118170,Inactive Investor,William Cha,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,wcha@ft.newyorklife.com,,Salesforce
10827800,Inactive Investor,Errin Greene,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",errin.greene@schwab.com,,Salesforce
10996328,Inactive Investor,Lindsay Harmon,,Vanguard Marketing Corporation,lindsay_harmon@vanguard.com,,Salesforce
11196633,Inactive Investor,Homer Farr,,"Silver Oak Securities, Incorporated Greenville SC 3 Caledon Ct",,,Salesforce
10776540,Inactive Investor,Kimberly Vande Vusse,Account Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",kimberly.vande_vusse@ml.com,,Salesforce
10911501,Inactive Investor,James Friddell,,"Pruco Securities, LLC. Platte City MO 235 Main St",james.friddell@prudential.com,,Salesforce
10871292,Inactive Investor,William Bush,,Cetera Advisors LLC Baton Rouge LA 15015 Jamestown Blvd,,,Salesforce
242324,,Zafar Alam,CEO,[Unknown],alamzafar@hotmail.co.uk,9.71556E+11,Database Upload
10765793,Inactive Investor,Matthew McMenamy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1 Righter Pkwy",matthew.c.mcmenamy@ampf.com,,Salesforce
10880667,Inactive Investor,Brian Lotzenhiser,,"Allstate Financial Services, LLC Lake Jackson TX 122 W Way St",brianlotzenhiser@allstate.com,,Salesforce
10944930,Inactive Investor,William Hillyard,,"Horace Mann Investors, Inc. Evansville IN 507 N Weinbach Ave",william.hillyard@horacemann.com,,Salesforce
11083634,Inactive Investor,Joseph Huckleby,,"Fifth Third Securities, Inc. Westmont IL 640 Pasquinelli Dr",joseph.huckleby@53.com,,Salesforce
10793176,Inactive Investor,Thomas Quinn,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,thomas.quinn@bnymellon.com,,Salesforce
10802371,Inactive Investor,Pamela Fisher,Senior Vice President,"Raymond James & Associates, Inc. Salt Lake City UT 95 S State St",pamela.fisher@raymondjames.com,,Salesforce
11086260,Inactive Investor,David Reeve,,BNY Mellon Securities Corporation Philadelphia PA 1735 Market St,,,Salesforce
11233382,Inactive Investor,Joseph Haag,Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,,,Salesforce
9604487,,Albert Najimy,,,albert.najimy@gmail.com,,List import
11254402,Inactive Investor,Joshua Auger,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11231705,Inactive Investor,Scott Lanza,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",scott.lanza@empower.com,,Salesforce
11196565,Inactive Investor,James Nieds,,"RNR Securities, L.L.C.",jnieds@rnrsecurities.com,,Salesforce
10805437,Inactive Investor,Joseph Sarappo,,"LaSalle St Securities, L.L.C. Willow Grove PA 1000 Easton Rd",,,Salesforce
11173866,Inactive Investor,Scott Browning,Member;Partner,"Wilkins Miller Wealth Management, LLC",sbrowning@wilkinsmiller.com,,Salesforce
10868667,Inactive Investor,Robyn Reilly,,NYLIFE Securities LLC Bethany CT Private Residence,rreilly@ft.newyorklife.com,,Salesforce
207048,,Jared Lefbom,,[Unknown],jwlefbom@gmail.com,,Direct
11153839,Inactive Investor,Christopher Chambers,Compliance Manager,"Wells Fargo Clearing Services, LLC",chris.chambers@wellsfargoadvisors.com,,Salesforce
9617312,,Fred Cawthorn,,,fcawthorn@att.net,,List import
9636188,,Scott Pritchard,,,spritchard@capdir.com,,List import
10950707,Inactive Investor,Lonnie Lester,,"Robinhood Financial, LLC",lonnie.lester@robinhood.com,,Salesforce
3525372,,Bill Meyers,,,william.meyers23@gmail.com,,Web Form Fillout
10659986,,Jennifer Lothian,,,jen.lothian@raymondjames.com,,List Import
9641379,,MARIA AMANCIO,,,mrami005@bmcjax.com,,List import
11073524,Inactive Investor,Chung Chi Wong,,Cetera Investment Services LLC San Francisco CA 1066 Grant Ave,,,Salesforce
10880590,Inactive Investor,Peter Moulton,Chief Compliance Officer;Chief Executive Officer;Partner,Twin Rivers Wealth Management,pmoulton@tr-wealth.com,,Salesforce
10776112,Inactive Investor,Kay Barcus,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,kay.barcus@opco.com,,Salesforce
9646853,,ARJUN RAI,,,arjunrai.93@gmail.com,,List import
11232205,Inactive Investor,Corey Harris,,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,corey.harris@primerica.com,,Salesforce
11072765,Inactive Investor,Kaitlyn Baltz,,"Wells Fargo Clearing Services, LLC South Pasadena CA 1000 Fair Oaks Ave",kaitlyn.b.baltz@wellsfargo.com,,Salesforce
10510121,,Bray Creech,"Principal, Financial Advisor","Adams and Associates, Inc.",bray@joeladamsasheville.com,,List Import
10877708,Inactive Investor,William Pratt,Wealth Management Associate,Morgan Stanley Roanoke VA 10 S Jefferson St,will.pratt@morganstanley.com,,Salesforce
11137396,Inactive Investor,Manuel Vasquez,,"Farmers Financial Solutions, LLC Tucson AZ 2702 N Country Clb",,,Salesforce
11030998,Inactive Investor,Orchid Dong,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,odong@ft.newyorklife.com,,Salesforce
10929643,Inactive Investor,Benjamin Conover,,Cetera Advisor Networks LLC Norfolk NE 314 N 5th St,,,Salesforce
10884693,Inactive Investor,Chris Meacham,Partner;Wealth Advisor,Vivaldi Capital Management LP San Diego CA 16935 W Bernardo Dr,cmeacham@vivaldicap.com,,Salesforce
9636530,,John Maher,,,john.maher@himco.com,,List import
11212328,Inactive Investor,Daniel Deegan,Managing Director,J.P. Morgan Securities LLC Manasquan NJ 2500 Hwy 35,daniel.r.deegan@jpmorgan.com,,Salesforce
11000988,Inactive Investor,Blake Fields,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,,,Salesforce
10968847,Inactive Investor,Pedro Gonzalez,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,pedro@primerica.com,,Salesforce
10880488,Inactive Investor,Alyssa Farella,,Goldman Sachs & Co.,,,Salesforce
10753631,Inactive Investor,James Wright,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",jamie.wright@ml.com,,Salesforce
11186476,Inactive Investor,Michael Smith,Financial Advisor,"Osaic Wealth, Inc. Birmingham AL 3800 Colonnade Pkwy",,,Salesforce
11119680,Inactive Investor,Ryan Rudnansky,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
351203,,Elio Gatto,"Vice President, Investment Director",Axium Infrastructure Us Inc.,egatto@axiuminfra.com,646-449-9058,Manual List Upload
10903890,Inactive Investor,William Harris,Chief Executive Officer;President,Evergreen Money Advisors Miami FL 120 NE 27th St,,,Salesforce
11080720,Inactive Investor,Darren Monroe,Financial Advisor,"Osaic Wealth, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
11186330,Inactive Investor,Emily Schram,,"Stifel, Nicolaus & Company, Incorporated Bozeman MT 875 Harmon Stream Blvd",,,Salesforce
10835480,Inactive Investor,Scott Layeux,,"Cambridge Investment Research, Inc. Milwaukee WI 1233 N Mayfair Rd",,,Salesforce
10757340,Inactive Investor,David Gallagher,Financial Advisor,LPL Financial LLC Albuquerque NM 5600 Eubank Blvd NE,david.gallagher@lpl.com,,Salesforce
10813655,Inactive Investor,Jane Morgan,Portfolio Manager;Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,jane.morgan@ubs.com,,Salesforce
10850296,Inactive Investor,Robert Brown,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Fort Smith AR 2401 S 51st Ct",robert.w.brown@ampf.com,,Salesforce
11045070,Inactive Investor,Robert Antczak,,"Farmers Financial Solutions, LLC Lehi UT 3305 W Mayflower Way",robert.pbinns1@farmersagency.com,,Salesforce
10837608,Inactive Investor,John Baker,Registered Client Associate,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",,,Salesforce
10782704,Inactive Investor,Francis Novak,Financial Advisor;Senior Vice President,Morgan Stanley Worcester MA 100 Front St,frank.novak@morganstanley.com,,Salesforce
9640492,,Bruno Bensadon,,,bbensadon@pictet.com,,List import
9645753,,Sunny Singh,,,sunny@deltaim.com,,List import
10999179,Inactive Investor,Assunta Anania,,J.P. Morgan Securities LLC Redmond WA 8010 164th Ave NE,assunta.anania@jpmorgan.com,,Salesforce
10909617,Inactive Investor,Alice Huang,,"U.S. Bancorp Investments, Inc. Milpitas CA 11 S Milpitas Blvd",alice.huang@usbank.com,,Salesforce
10614403,,Joseph Sciabica,Financial Advisor,,joseph_sciabica@glic.com,,List Import
11040170,Inactive Investor,Daniel Wyllie,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",daniel.wyllie@ml.com,,Salesforce
11017593,Inactive Investor,Jane Stevens,Financial Advisor,Morgan Stanley Portland ME 100 Middle St,jane.stevens@morganstanley.com,,Salesforce
11183220,Inactive Investor,Bradford Beeson,Senior Vice President,"BOK Financial Securities, Inc. Fort Worth TX 777 Main St",,,Salesforce
11102964,Inactive Investor,Scott Shaw,,"J.W. Cole Financial, Inc. Doylestown PA 18 N Main St",,,Salesforce
11055649,Inactive Investor,Mark Rothwell,,"ValMark Securities, Inc. Charlotte NC 5950 Fairview Rd",,,Salesforce
9546272,,Mark Winsor,,,mark.winsor@transamerica.com,,List import
9574447,,Jon Beard,,,jon.m.beard@gmail.com,,List import
11045360,Inactive Investor,Jeanette Worden,,"Avantax Investment Services, Inc. Scranton PA Private Residence",,,Salesforce
10833908,Inactive Investor,Jeffrey Hennings,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",jeffrey.hennings@nm.com,,Salesforce
9597275,,Richard Hull,,,rhull@carsoninstitutional.com,,List import
10916027,Inactive Investor,Max Hangartner,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,max.hangartner@lpl.com,,Salesforce
11195526,Inactive Investor,Edward Sharkey,,Cetera Advisors LLC Brielle NJ 707 Union Ave,,,Salesforce
11066677,Inactive Investor,David Dettloff,Branch Manager;Senior Vice President - Investments,"Moors & Cabot, Inc. Naples FL 999 Vanderbilt Beach Rd",ddettloff@moorscabot.com,,Salesforce
235369,, -,,[[Unknown]],rm@charlestowncapital.com,,
10765070,Inactive Investor,John Hayes,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",john.f.hayes@ampf.com,,Salesforce
10847479,Inactive Investor,Charles Burns,Financial Advisor,Edward Jones Sumter SC 227 Alice Dr,charlie.burns@edwardjones.com,,Salesforce
11222828,,Joel Banes,,,jbanes@banescapital.com,,List Import
9599901,,Michael Dimitruk,,,michael@dragoneer.com,,List import
10883562,Inactive Investor,Juan Calderon,Investment Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,juan.calderon@ubs.com,,Salesforce
11003591,Inactive Investor,Joshua Glasper,,"Wells Fargo Clearing Services, LLC Turlock CA 440 E Olive Ave",,,Salesforce
9556298,,Tanner Harris,,,taharris@chapman.edu,,List import
10760725,Inactive Investor,Howard Smith,Vice President;Wealth Advisor,Morgan Stanley Santa Barbara CA 1332 Anacapa St,howard.smith@morganstanley.com,,Salesforce
11231113,Inactive Investor,Dominic Van,,Vanguard Marketing Corporation,dominic_van@vanguard.com,,Salesforce
11120285,Inactive Investor,Tamara Kirkland,Wealth Advisor,"Equitable Advisors, LLC Scottsdale AZ Private Residence",tamara.kirkland@equitable.com,,Salesforce
212533,,Muhammed Kaleel,"President, Chief Compliance Officer","Kaleel Investment Advisors, Llc",mkaleel@kaleelcompany.com,617-338-8747,Manual List Upload
10891512,Inactive Investor,Nicholas Pardon,Financial Advisor,Edward Jones Broken Arrow OK 819 W Kenosha St,nicholas.pardon@edwardjones.com,,Salesforce
11150841,Inactive Investor,Tyler Shigenaga,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",tyler.shigenaga@wellsfargoadvisors.com,,Salesforce
11018744,Inactive Investor,Richard McLaughlin,,"Cambridge Investment Research, Inc. Hockessin DE 724 Yorklyn Rd",,,Salesforce
9601481,,Christopher Barr,,,chris@redmountainfinancial.com,,List import
10930366,Inactive Investor,William Berg,,LPL Financial LLC Reston VA 1886 Metro Center Dr,william.berg@lpl.com,,Salesforce
9587786,,Etienne Tritschler,,,etienne.tritschler@gmail.com,,List import
10928155,Inactive Investor,Matthew Gaspar,,"Prospera Financial Services, Inc. Paradise Valley AZ 5057 E Sky Desert Ln",matthew.gaspar@prosperafinancial.com,,Salesforce
11031828,Inactive Investor,Dewayne Ovard,Financial Advisor,Edward Jones Kansas City KS 2300 Hutton Rd,dewayne.ovard@edwardjones.com,,Salesforce
10807119,Inactive Investor,Kimberly Sutton,Financial Advisor,LPL Financial LLC Carmichael CA Private Residence,,,Salesforce
9604463,,Greg Parker,,,greg@hcienv.com,,List import
10657679,,Joshua Maurer,,,joshua.r.maurer@chase.com,,List Import
11205984,Inactive Investor,Todd Evans,Senior Vice President - Investments,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",,,Salesforce
10879556,Inactive Investor,Ashley Parriott,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10841695,Inactive Investor,Allen Whitehurst,,"Osaic Wealth, Inc. Fort Walton Beach FL 228 Brooks St SE",awhitehurst@osaicwealth.com,,Salesforce
11161293,Inactive Investor,Jason Jeanquart,Investment Advisor Representative,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",,,Salesforce
9576937,,Daniel Vickery,,,dvickery@uscallc.com,,List import
10943419,Inactive Investor,Britian Bickley,Chief Compliance Officer;Owner;Principal,"Bickley Investments, LLC",britt@bickleyinvestments.com,,Salesforce
11175720,Inactive Investor,Lisa Cooper,Financial Advisor,Edward Jones Foley AL 623 W Laurel Ave,lisa.cook@edwardjones.com,,Salesforce
10854941,Inactive Investor,Peter Santiago,Vice President,"Pruco Securities, LLC. Scarsdale NY 48 Bonnie Meadow Rd",peter.santiago@prudential.com,,Salesforce
10912047,Inactive Investor,Kenneth Erskine,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11212966,Inactive Investor,Christopher Janeway,Financial Advisor,PlanMember Securities Corporation Santa Barbara CA 1600 State St,cjaneway@planmembersec.com,,Salesforce
11034515,Inactive Investor,Gary Glade,Independent Representative;Regional Leader,PFS Investments Inc. Layton UT 1992 W Antelope Dr,gary.glade@primerica.com,,Salesforce
11072508,Inactive Investor,Christopher Sundsby,,J.P. Morgan Securities LLC Seattle WA 301 Broadway E,christopher.sundsby@jpmorgan.com,,Salesforce
10907419,Inactive Investor,Linda Yang,Advanced Planner,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,linda.yang@jpmorgan.com,,Salesforce
11128812,Inactive Investor,Tashalee White Simms,,PFS Investments Inc. Waterbury CT 207 Bank St,twhite-simms@primerica.com,,Salesforce
10895462,Inactive Investor,James Burns,Financial Advisor;Financial Professional,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11195307,Inactive Investor,John Oliver,,"The Leaders Group, Inc.",,,Salesforce
11011457,Inactive Investor,Matthew Scheff,,"Cadaret, Grant & Co., Inc. Buffalo NY 965 Union Rd",,,Salesforce
10832990,Inactive Investor,Jesus Estrada,Financial Consultant,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",jesus.estrada@wellsfargoadvisors.com,,Salesforce
9585930,,Andrew Grovom,,Fisher Investments,a.grovom@fi.com,,List import
102674,,Jay Chadwick,Chairman,Tuscarora Wayne Insurance Company,jchadwick@twmic.com,1-570-746-1515,Database Upload
11200613,Inactive Investor,Shelly Smith,,Morgan Stanley Fayetteville AR 438 E Millsap Rd,shelly.a.smith@morganstanley.com,,Salesforce
10798574,Inactive Investor,Richard Holland,,"Osaic Wealth, Inc. Cedar Grove NJ 411 Pompton Ave",,,Salesforce
11063159,Inactive Investor,Kelli Ruby,Partner;Wealth Management Advisor,Weatherly Asset Management,kelli@weatherlyassetmgt.com,,Salesforce
9613844,,Michael Assouline,,,michael@cleartg.com,,List import
11117483,Inactive Investor,Gary Avidon,,J.P. Morgan Securities LLC Fairfield CT 1401 Post Rd,gary.x.avidon@jpmorgan.com,,Salesforce
11128876,Inactive Investor,Angela Sturm,,State Farm VP Management Corp.,,,Salesforce
10786297,Inactive Investor,Lance Dardis,,Evercore Group L.L.C. Houston TX 909 Fannin St,lance.dardis@evercore.com,,Salesforce
11200011,Inactive Investor,Jeremiah Beguesse,Chief Compliance Officer;Chief Investment Officer;Founder;Manager,Berone Capital LLC,jeremiah@beronecapital.com,,Salesforce
11178217,Inactive Investor,Anthony Desumma,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
10951893,Inactive Investor,Joel Anderson,Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10968482,Inactive Investor,David Esposito,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,david.esposito@fmr.com,,Salesforce
9625238,,Oliver Baxter,,,olly.baxter@googlemail.com,,List import
10647782,,John Kopel,,,jay@fca-inc.com,,List Import
10877590,Inactive Investor,Ashley Ross,Client Relations,Edward Jones Atlanta GA Private Residence,,,Salesforce
11055685,Inactive Investor,Joel Lerner,Financial Advisor,Park Avenue Securities LLC Louisville KY 9300 Shelbyville Rd,,,Salesforce
11142863,Inactive Investor,John Swanda,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",jack.swanda@ampf.com,,Salesforce
10913714,Inactive Investor,Adrian Hovey,Financial Advisor,Edward Jones Westminster CO 9191 Sheridan Blvd,adrian.hovey@edwardjones.com,,Salesforce
11009175,Inactive Investor,Paul Feder,Financial Advisor,"Raymond James & Associates, Inc. Belleville IL 23 Public Sq",paul.feder@raymondjames.com,,Salesforce
10921504,Inactive Investor,Therakul Pulpanyawong,Financial Advisor,Hilltop Securities Inc. Fort Worth TX 777 Main St,therakul.pulpanyawong@hilltopsecurities.com,,Salesforce
9618907,,Rathin Yagnik,,,rathin.yagnik@sanyamcapital.com,,List import
10909348,Inactive Investor,John Kroner,,"Osaic Wealth, Inc. Ticonderoga NY Private Residence",,,Salesforce
10820082,Inactive Investor,Gregory Grimes,,"Osaic Wealth, Inc. Columbia MO Private Residence",,,Salesforce
342635,,Simon Denison-smith,"Director, Co-Chief Executive Officer",Metropolis Capital Limited,simon.denison-smith@metropoliscapital.co.uk, -4911260,Manual List Upload
10910915,Inactive Investor,Robert Soler,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
11155074,Inactive Investor,Francis Tucci,,Jefferies LLC,ftucci@jefferies.com,,Salesforce
10880296,Inactive Investor,Daniel Trerotola,Financial Advisor,LPL Financial LLC West Des Moines IA 2700 Westown Pkwy,daniel.trerotola@lpl.com,,Salesforce
10960366,Inactive Investor,Travis Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11018007,Inactive Investor,Lauren Dickson,,MWA Financial Services Inc. Lexington TN 421 W Church St,lauren.dickson@modern-woodmen.org,,Salesforce
10825084,Inactive Investor,Gregory Baggenstos,Financial Advisor,Edward Jones Kent WA 24909 104th Ave SE,greg.baggenstos@edwardjones.com,,Salesforce
10841997,Inactive Investor,Charles Taylor,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11040792,Inactive Investor,Maryam Maadan,,PFS Investments Inc. Houston TX 12345 Jones Rd,mmaadan@primerica.com,,Salesforce
9600757,,Raul Cardenas,,,cardenasarom@aol.com,,List import
346285,,Satish Mehta,Wealth Manager,"Joseph P. Lucia & Associates, Llc",smehta@luciaandassociates.net,914-352-6600,Manual List Upload
10659604,,Cara Sanchez,,,cara.haselrig@tiaa.org,,List Import
11080932,Inactive Investor,Michael Reeves,,"Allstate Financial Services, LLC Edmond OK 1401 E Ayers St",shawnreeves@allstate.com,,Salesforce
9641250,,Don Colgrove,,,doncolgrove@gmail.com,,List import
10925814,Inactive Investor,Matthew Cannon,Premier Banker,"Wells Fargo Clearing Services, LLC Morrisville PA 679 Heacock Rd",,,Salesforce
11150797,Inactive Investor,Troy Podvin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9565420,,Jay Doraiswami,,,jay.doraiswami@wealtheonadvisors.com,,List import
10771669,Inactive Investor,Nitin Kapadia,Financial Advisor;First Vice President - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",nitin.kapadia@wellsfargoadvisors.com,,Salesforce
9557760,,Michelle Rogers,,,michelle.a.rogers@suntrust.com,,List import
10825580,Inactive Investor,David Pawloski,,Dominari Securities LLC,,,Salesforce
11045623,Inactive Investor,Robert Dixon,Financial Advisor;Financial Planner,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",robert.dixon@prudential.com,,Salesforce
10997896,Inactive Investor,Andy Lelo,,NYLIFE Securities LLC Chicago IL 736 N Hudson Ave,alelo@ft.newyorklife.com,,Salesforce
10985658,Inactive Investor,Sebrina Malone,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,smalone@primerica.com,,Salesforce
10918012,Inactive Investor,Jason Coleman,,"Cambridge Investment Research, Inc. Woodstown NJ 63 East Ave",,,Salesforce
10897794,Inactive Investor,Jennifer Amos,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11091095,Inactive Investor,Gabrielle Boileau,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11107215,Inactive Investor,James Randolph,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",creighton.randolph@nm.com,,Salesforce
10816232,Inactive Investor,Bryan Smith,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
9578192,,dania greta,,,dxcdsfcew@gmail.com,,List import
10908118,Inactive Investor,Rose Moss,,Institutional Securities Corporation,rmoss@iscgroup.com,,Salesforce
9605735,,LaMont Moore,,,lamontdmoore@gmail.com,,List import
10484933,,Paul Nouri,"Chief Executive Officer, Managing Director, Portfolio Manager","Noble Advisors, LLC",paul@nobleadvisors.net,,List Import
10934562,Inactive Investor,Lee Wenzel,Owner;Principal,"Wenzel Analytics, Inc.",lee@wenzelanalytics.com,,Salesforce
10808391,Inactive Investor,Robert Weiss,,"PWA Securities, LLC Sarasota FL 1605 Main St",rweiss@provwealth.com,,Salesforce
11007926,Inactive Investor,Scott Brand,,Standard Chartered Securities North America LLC,scott.brand@sc.com,,Salesforce
10487092,,Mastura Zahid,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",misti.zahid@ml.com,,List Import
10893316,Inactive Investor,Erik Larsen,Managing Director;Member,Larsen Capital LLC,erik@larsencapital.com,,Salesforce
11168871,Inactive Investor,Harold Uszerowicz,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Succasunna NJ 15 Commerce Blvd",,,Salesforce
11137507,Inactive Investor,Leslie Doyle,Institutional Client Advisor;Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",leslie.doyle@bofa.com,,Salesforce
11009016,Inactive Investor,Taron Robinson,,LPL Financial LLC,taron.robinson@lpl.com,,Salesforce
10848857,Inactive Investor,Mario Rudolph,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mario.rudolph@tiaa.org,,Salesforce
10780121,Inactive Investor,Gregory Timmons,Financial Advisor,Edward Jones Canby OR 1499 SE 1st Ave,tracy.armstrong@edwardjones.com,,Salesforce
11139341,Inactive Investor,Lewis Fisher,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",eddie.fisher@raymondjames.com,,Salesforce
11065351,Inactive Investor,Shawn Ezzo,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",ezzos@stifel.com,,Salesforce
374045,,Rob Hackin,,[Unknown],roberthackin@hotmail.com,,source
10787545,Inactive Investor,Eric Rudolph,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",eric.rudolph@usbank.com,,Salesforce
11057548,Inactive Investor,Nadine Bendheim,,Davenport & Company LLC,nharris@investdavenport.com,,Salesforce
11108044,Inactive Investor,Brendan Cronin,Senior Client Service Associate,J.P. Morgan Securities LLC Boston MA 160 Federal St,brendan.cronin@jpmorgan.com,,Salesforce
10761374,Inactive Investor,Ryan Gilbrech,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Reno NV 5390 Kietzke Ln,ryan.gilbrech@morganstanley.com,,Salesforce
10803880,Inactive Investor,Jeffrey Nielsen,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",jeffrey_s_nielsen@ml.com,,Salesforce
11143789,Inactive Investor,Cortlin Marcinkowski,,"Hantz Financial Services, Inc. Romeo MI 125 W Lafayette St",cortlin.marcinkowski@hantzgroup.com,,Salesforce
352407,,Kymberly Graves,Vice President,Stoneridge Investment Partners,ktgraves@stoneridgeinvestments.com,484-254-5400,Manual List Upload
11013501,Inactive Investor,Larry Coleman,,PFS Investments Inc. Augusta GA 3124 Washington Rd,larry.coleman@primerica.com,,Salesforce
11238870,Inactive Investor,Malinda Barnes,,Basa Advisors,mbarnes@basaresources.com,,Salesforce
11127838,Inactive Investor,Natalie Davis,Financial Advisor,"Ameriprise Financial Services, LLC Fairfax VA 4000 Legato Rd",natalie.davis@ampf.com,,Salesforce
10999969,Inactive Investor,Jeanne Reese,,LPL Financial LLC Beacon NY 6 Eliza St,jeanne.reese@lpl.com,,Salesforce
11036746,Inactive Investor,Jacinda Cooper,,LPL Financial LLC Harrisburg PA 2792 Old Post Rd,jacinda.cooper@lpl.com,,Salesforce
11033101,Inactive Investor,Rick East,Financial Advisor,Edward Jones Muscle Shoals AL 609 Clark St,rick.east@edwardjones.com,,Salesforce
10876397,Inactive Investor,Chad Hawks,,"Allstate Financial Services, LLC Clearfield UT 726 E 700 S",chadhawks@allstate.com,,Salesforce
11086702,Inactive Investor,Steven Goldberg,,Robert W. Baird & Co. Incorporated McLean VA 1775 Tysons Blvd,sgoldberg@rwbaird.com,,Salesforce
11172984,Inactive Investor,Sean Waggoner,,Cetera Advisor Networks LLC Houston TX 800 Gessner Rd,,,Salesforce
10809237,Inactive Investor,Rebekah Preston,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",rebekah.preston@ml.com,,Salesforce
9636899,,Gregory Frost,,,gfrost@hartfordfunds.com,,List import
9586405,,Lisa Boris,,,lisa.boris@suntrust.com,,List import
11187894,Inactive Investor,George Acevedo,Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,george.acevedo@jpmorgan.com,,Salesforce
231646,, -,,[[Unknown]],sereginft@gmail.com,,
10659513,,Kevin Wojnarowski,,,kevin.wojnarowski@primerica.com,,List Import
11015768,Inactive Investor,Henry Delgado,,"Stifel, Nicolaus & Company, Incorporated Melbourne FL 6769 N Wickham Rd",delgador@stifel.com,,Salesforce
10805222,Inactive Investor,Steven Kelley,Vice President,"Dempsey Lord Smith, LLC",steven.kelley@dempseyi.com,,Salesforce
10990924,Inactive Investor,Robert Horton,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10788657,Inactive Investor,Dennis Canfield,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",dennis.canfield@nm.com,,Salesforce
11086958,Inactive Investor,Elinor Bolin,,PEP Advisory LLC,,,Salesforce
11171054,Inactive Investor,Daniel Eulate,,Boreal Capital Securities LLC,daniel.eulate@borealcm.com,,Salesforce
1003812,Inactive Investor,Carter Simpson,,Carter Simpson,carter.b.simpson@gmail.com,7039155854,Organic Search
10825158,Inactive Investor,Anita Oplotnik,Branch Manager;Corporate Retirement Director;Family Wealth Advisor;Financial Advisor;Retirement Plan Specialist;Senior Investmen,Morgan Stanley Springfield MO 1535 E Primrose St,anita.oplotnik@morganstanley.com,,Salesforce
9609179,,Edward Bonsor,,,bonsor@cernocapital.com,,List import
11228543,Inactive Investor,Elliott Hutchinson,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,elliott.hutchinson@jpmorgan.com,,Salesforce
11032969,Inactive Investor,Christopher Riddle,,PFS Investments Inc. Chalfont PA 31 Oak Ave,christopherriddle@primerica.com,,Salesforce
11201531,Inactive Investor,Robert Bezzone,Financial Advisor;Partner;Wealth Advisor,"Transcend Capital Advisors, LLC",rbezzone@transcendwealthcollective.com,,Salesforce
11174109,Inactive Investor,Michelle Miller,Associate,"DeLarme Wealth Management, Inc.",michelle@delarmewm.com,,Salesforce
10923267,Inactive Investor,Eric Wong,,"Allstate Financial Services, LLC South San Francisco CA 3540 Callan Blvd",ericwong@allstate.com,,Salesforce
11021570,Inactive Investor,Thomas Espedal,,Vanguard Marketing Corporation,thomas_espedal@vanguard.com,,Salesforce
9593897,,Maruan Kitner,,,mkitner@carsoninstitutional.com,,List import
9581975,,Andrew Vranos,,,avranos@ellington.com,,List import
10865423,Inactive Investor,Glenn Dehollander,Financial Planner,LPL Financial LLC Greenville SC 3515 Pelham Rd,rob.dehollander@lpl.com,,Salesforce
10789301,Inactive Investor,John Sparger,,"Equity Services, Inc. Marion VA 322 E Main St",sparger_john@nlvmail.com,,Salesforce
11210495,Inactive Investor,Evan Weiss,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,evan.weiss@fmr.com,,Salesforce
10611770,,Patrick Kenny,Advisor,,pkenny@barnumfg.com,,List Import
10949966,Inactive Investor,Karen Robinson,,"Osaic Wealth, Inc. Salem NH 23 Keewaydin Dr",,,Salesforce
10896242,Inactive Investor,Caralee Wrenn,,Edward Jones Ballwin MO Private Residence,cara.wrenn@edwardjones.com,,Salesforce
10658963,,Kimberly Cline,,,kimberly.cline@ubs.com,,List Import
10938509,Inactive Investor,Larry Miranda,,"The Investment Center, Inc. Walnut CA Private Residence",lmiranda@investmentctr.com,,Salesforce
4317024,,Jamal Write,,,jamalwrite@gmail.com,,Web Form Fillout
9583390,,Gil Beer,,,gbeer@uscallc.com,,List import
10898721,Inactive Investor,Michael Chell,,"Raymond James Financial Services, Inc. East Stroudsburg PA 1 Washington St",michael.chell@raymondjames.com,,Salesforce
11188544,Inactive Investor,Iris Pereira,,J.P. Morgan Securities LLC Rancho Palos Verdes CA 28300 S Western Ave,iris.j1.pereira@chase.com,,Salesforce
9588824,,Sophia Spence,,,spencesophia@hotmail.com,,List import
10837001,Inactive Investor,Frank Rossi,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Wellesley Hills MA 112 Worcester St,frank.rossi@morganstanley.com,,Salesforce
11099246,Inactive Investor,Joseph Heathcock,,Edward Jones Owings Mills MD 9433 Common Brook Rd,joe.heathcock@edwardjones.com,,Salesforce
11131624,Inactive Investor,David Grant,Financial Planner;Founder;President,"Retirement Matters, Inc.",,,Salesforce
10959762,Inactive Investor,Evan Eisenberg,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",evan.eisenberg@nm.com,,Salesforce
11201602,Inactive Investor,Christine Ferring,,"Raymond James Financial Services, Inc. Cedar Rapids IA 4800 N River Blvd NE",christine.ferring@raymondjames.com,,Salesforce
9598346,,Daniel Sinton,,,danielsinton@yahoo.com,,List import
11096956,Inactive Investor,David Martinez,Chief Compliance Officer;Chief Executive Officer;Managing Member,ENZI Wealth,david@enziwealth.com,,Salesforce
9589781,,Roihit Kumar,,,rohit@vipralegal.com,,List import
150916,,Ivan Viter,,[Unknown],iviter@icloud.com,,
11219621,,Mor Wilson,,,mor.wilson@ceterafs.com,,Other
11152430,Inactive Investor,Megan Cusack,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9466615,,Jason Sholly,,Jason Sholly,jasonsholly@gmail.com,,List Import
11053526,Inactive Investor,Graham McDougal,Financial Advisor,Trek Financial Sacramento CA 2500 Venture Oaks Way,,,Salesforce
11149470,Inactive Investor,Robert Rao,,"Cambridge Investment Research, Inc. Houston TX 1880 S Dairy Ashford Rd",,,Salesforce
10785066,Inactive Investor,Debbie Weiner,,J.P. Morgan Securities LLC Winnetka IL 400 Central Ave,debbie.l.weiner@jpmorgan.com,,Salesforce
9623673,,Ziad Ghoson,,,ziad.ghosn17@gmail.com,,List import
239264,,Alaa Dalghan,,[Unknown],alaa.dalghan@gmail.com,,source
11138063,Inactive Investor,Zachary Perret,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,zachary_perret@vanguard.com,,Salesforce
10857589,Inactive Investor,Richard Knoor,Chief Investment Officer;Co-Owner;Principal;Regulatory Contact;Treasurer,Aspen Investment Management Inc.,rich@aspenim.com,,Salesforce
11149664,Inactive Investor,Scott Mills,Financial Advisor,Edward Jones Borger TX 421 Deahl St,scott.mills@edwardjones.com,,Salesforce
9622012,,David Hurwitz,,,david.r.hurwitz@gmail.com,,List import
2979752,,Shayne Moore,,,shaynemoore50@gmail.com,,
10796662,Inactive Investor,Gerard Barrasso,Chief Compliance Officer;Founder;President,United Financial Planning Group LLC,gbarrasso@unitedfpg.com,,Salesforce
11063628,Inactive Investor,Corey Stackhouse,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Owner,Stackhouse Enterprises,,,Salesforce
10863567,Inactive Investor,Jack Sih,Partner,"JS Alan, LLC",jack@jsalanllc.com,,Salesforce
9627434,,Edward Montoya,,,otonamy@icloud.com,,List import
9569343,,Benjamin Johns,,,benjamin.johns@53.com,,List import
10943886,Inactive Investor,Fred Green,,Cetera Advisors LLC Kirkland WA 11930 Slater Ave NE,fred.green@ceteraadvisors.com,,Salesforce
11011079,Inactive Investor,Benjamin Spence,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",spence.benjamin@principal.com,,Salesforce
11052907,Inactive Investor,Jennifer Griffin,,Cetera Financial Specialists LLC Rochester MI Private Residence,jennifer.griffin@ceterafs.com,,Salesforce
9567025,,Nilar Alom Ispahany,,,nilar.ispahany@lipmanburgon.com.au,,List import
11030470,Inactive Investor,Lorraine Lasquete,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,lorrainemercado.lasquete@primerica.com,,Salesforce
10970300,Inactive Investor,Michael Rowan,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,michael.rowan.p9du@statefarm.com,,Salesforce
9551491,,Paul Dahlgren,,,paul.dahlgren@thrivent.com,,List import
10890335,Inactive Investor,Roberto Ortega,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Spring TX 1599 Lake Robbins Dr",,,Salesforce
10973625,Inactive Investor,Marc Macaluso,,"Bankers Life Securities, Inc. Denver CO 3401 Quebec St",marc.macaluso@bankerslife.com,,Salesforce
872,,,,,n.johnson@freemail.hu,,
11216982,,Rebecca Lohse,,,rebecca.lohse@nb.com,,Other
10939111,Inactive Investor,Cole Caruthers,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",cole.caruthers@nm.com,,Salesforce
11148569,Inactive Investor,Susan Gilpatric,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Portland ME 2 Portland Sq",susan.gilpatric@wellsfargoadvisors.com,,Salesforce
371570,,Andrei Popescu,,[Unknown],andrei@scx.holdings,,Salesforce
9558021,,Scott Greenfield,,,sgreenfield@massmutual.com,,List import
9566067,,Farzin Yazdi,,,yazdi@email.com,,List import
374093,,Vahid Inanloo,,[Unknown],vahidinanloo37@gmail.com,,source
234860,, -,,[[Unknown]],humidormg@yahoo.com,,Organic Search
10792412,Inactive Investor,Christopher Janning,,Hilltop Securities Inc.,christopher.janning@hilltopsecurities.com,,Salesforce
10958135,Inactive Investor,Patrick Hagar,Investment Associate,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10835710,Inactive Investor,David Margolies,Senior Client Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",david.margolies@rbc.com,,Salesforce
11209011,Inactive Investor,Weston Coy,,Altruist Financial LLC,weston.coy@altruist.com,,Salesforce
9582354,,Phillip Fitzsimmons,,,pfitzsimmons@hennionandwalsh.com,,List import
9550068,,Frederick Steindler,,,fsteindler@lionpoint.com,,List import
11290216,,Richard Coyle,,,richardjcoyle@gmail.com,,Web Form Fillout
9546598,,David Derhy,,,derhy.david@gmail.com,,List import
10898185,Inactive Investor,Aadil Zaman,,"Osaic Wealth, Inc. New York NY 450 Fashion Ave",,,Salesforce
9605961,,Timothy Longo,,,tlongo@acpweb.com,,List import
10770426,Inactive Investor,Trisha Baggs,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",trisha.baggs@wellsfargo.com,,Salesforce
335687,,Douglas Schillinger,Managing Director; Managing Member,Dw Healthcare Partners,doug@dwhp.com,435-645-4050,Manual List Upload
10648127,,John Riddle,,,jriddle@jacksoncreekinvest.com,,List Import
10866909,Inactive Investor,Lanis Webb,Financial Advisor,G. A. Repple & Company Laguna Niguel CA 29231 Kestrel Ln,lanis@garepple.com,,Salesforce
10809909,Inactive Investor,Jason Hull,Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,jason.hull@ubs.com,,Salesforce
10817831,Inactive Investor,David Soleye,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,davidsoleye@statefarm.com,,Salesforce
371425,,ZEHUA LI,,China,1594528741@qq.com,,Google Natural Search
10883527,Inactive Investor,Wendi Strom,,"Cambridge Investment Research, Inc. Denver CO 9175 E Kenyon Ave",,,Salesforce
10934164,Inactive Investor,Hannah Provost,Financial Advisor,"Osaic Wealth, Inc. Plattsburgh NY 121 Bridge St",,,Salesforce
10661914,,Adam Cross,,,adam@amcwealth.com,,List Import
10946085,Inactive Investor,Joseph Purter,Financial Advisor Trainee,Edward Jones Hanahan SC 1226 Yeamans Hall Rd,,,Salesforce
10819771,Inactive Investor,Jon Beard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11074630,Inactive Investor,Carlos Ferreira Lima,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",carlos.lima@ml.com,,Salesforce
10998032,Inactive Investor,Kyuwon Kyung,Relationship Manager,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10828040,Inactive Investor,Antonio Correa,Financial Advisor;Vice President,UBS Financial Services Inc. McAllen TX 1700 S 10th St,a.correa@ubs.com,,Salesforce
10619363,,Graeme Wilson,,,graeme.wilson@morganstanley.com,,List Import
9605460,,Matt Bickel,,,surecoatpainting@hotmail.com,,List import
216673,,Stuart Valentine,,Centered Wealth,stuart@centered-wealth.com,,Event
11088311,Inactive Investor,Lorie Bernal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",lorie.bernal@ml.com,,Salesforce
11211399,Inactive Investor,Randall Ciccati,Chief Executive Officer;Director;Shareholder,"Calton & Associates, Inc.",rciccati@calton.com,,Salesforce
11150255,Inactive Investor,Jesse Porter,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9569008,,Bernard Nyamah,,,bernardnyamah7@gmail.com,,List import
10756302,Inactive Investor,Robert Steck,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",robert.steck@ml.com,,Salesforce
10830893,Inactive Investor,Jon Park,,LPL Financial LLC Hugo OK Private Residence,j.park@lpl.com,,Salesforce
10814811,Inactive Investor,Samuel Clark,Financial Advisor,"Osaic Wealth, Inc. South Jordan UT 10610 S Jordan Gtwy",,,Salesforce
11127980,Inactive Investor,Kelley Hare,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
10785130,Inactive Investor,Susan Anderson,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",anderson@bessemer.com,,Salesforce
10681854,,Aatar Ata,,,aatarata1@gmail.com,,Web Form Fillout
10945745,Inactive Investor,William Riddick,Chief Compliance Officer;Founder;Managing Member;President,"Riddick & Co Entrepreneurial Finance, LLC Palm City FL Private Residence",bill@riddickfinance.com,,Salesforce
9645686,,patrick germeus,,,germeus1@msn.com,,List import
10863823,Inactive Investor,Yick Kwok,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,yick.kwok@primerica.com,,Salesforce
233239,, -,,[[Unknown]],dartinia.hull@gmail.com,,
10966062,Inactive Investor,Geraldine Garza,,"Citizens Securities, Inc. San Francisco CA 600 Montgomery St",geraldine.garza@citizensbank.com,,Salesforce
10931606,Inactive Investor,Terry Mathias,,NYLIFE Securities LLC Charleston WV Private Residence,tsmathias@ft.newyorklife.com,,Salesforce
11205493,Inactive Investor,Alexander Krisak,,"MML Investors Services, LLC Everett MA 650 Broadway",,,Salesforce
237363,, -,,[[Unknown]],jamarcussouth@gmail.com,,
11208073,Inactive Investor,Ibrahim Mikhail,,"J.K. Financial Services, Inc.",,,Salesforce
10931730,Inactive Investor,Daniel Coughlin,Senior Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 26 Main St",dan.coughlin@wfafinet.com,,Salesforce
11116502,Inactive Investor,Bryan Delpino,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
9559736,,Suzzanne Cross,,,suzzanne.cross@53.com,,List import
11077756,Inactive Investor,Mark Grieshaber,Financial Advisor,Edward Jones Saline MI 153 Keveling Dr,mark.grieshaber@edwardjones.com,,Salesforce
10752786,Inactive Investor,Todd Davidson,,"Osaic Wealth, Inc. Torrance CA 2790 Skypark Dr",,,Salesforce
10866401,Inactive Investor,Chaya Goldstein,,Celadon Financial Group LLC Brooklyn NY 5516 14th Ave,cgoldstein@celadonfinancial.com,,Salesforce
119465,,Gayle Colman,Managing Member,"Colman Knight Advisory Group, Llc",gayle@colmanknight.com,978-371-2015,Manual List Upload
10901201,Inactive Investor,Sara Baldini,,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",sara.baldini@raymondjames.com,,Salesforce
11145052,Inactive Investor,David Grove,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,david.c.grove@morganstanley.com,,Salesforce
11032778,Inactive Investor,Sushma Gupta,Managing Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11169863,Inactive Investor,James Carlone,,Citigroup Global Markets Inc.,james.carlone@citigroup.com,,Salesforce
52988,,Louis Allen,,"First Horizon Advisors, Inc.",lfallen@ftb.com,901-681-2471,
10903310,Inactive Investor,Ian Buenrostro,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Brownsville TX 1534 E 6th St",ian.buenrostro@wfafinet.com,,Salesforce
371034,,Nidhi Singh,,India,nidhi2437@gmail.com,,Google Natural Search
9636145,,Frank Doyle,,,frank.doyle@investecmail.com,,List import
11144244,Inactive Investor,Nephi Wijckmans,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10992844,Inactive Investor,Adam Copp,Private Client Banker,J.P. Morgan Securities LLC Smyrna TN 491 Potomac Pl,adam.copp@jpmorgan.com,,Salesforce
11168648,Inactive Investor,Godwin Osakwe,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9550031,,Leon Shaulov,,,leon.shaulov@maplelanecapital.com,,List import
10947143,Inactive Investor,Felix Yan,Executive Director,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,felix.yan@jpmorgan.com,,Salesforce
7100178,,Martin Morgenstern,,,cismartin448@gmail.com,,Web Form Fillout
11043193,Inactive Investor,Claudia Torres Sevilla,,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",,,Salesforce
10763445,Inactive Investor,Mark Shimomura,,Morgan Stanley,,,Salesforce
10766849,Inactive Investor,Kim Hawkinson,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,kim.r.hawkinson@morganstanley.com,,Salesforce
10767597,Inactive Investor,Mark Laspisa,Chief Compliance Officer;Managing Advisor;President,"Vermillion Financial Advisors, Inc.",mlaspisa@vermillionfinancial.com,,Salesforce
11101656,Inactive Investor,Michael Treinen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boise ID 1161 W River St,michael.treinen@ubs.com,,Salesforce
11174325,Inactive Investor,Joel Everett,Financial Advisor,LPL Financial LLC San Diego CA 1450 Frazee Rd,joel.everett@lpl.com,,Salesforce
9579401,,Steve Wood,,,swood@telco214.com,,List import
10839150,Inactive Investor,Alexander Letizia,Financial Advisor,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,aletizia@jmsonline.com,,Salesforce
11060550,Inactive Investor,Jessica Ford,Financial Advisor,Morgan Stanley Peoria IL 401 Main St,jessica.ford@morganstanley.com,,Salesforce
10782066,Inactive Investor,James Knox,Executive Director,J.P. Morgan Securities LLC Ambler PA Private Residence,,,Salesforce
11114434,Inactive Investor,Joseph Aliotta,,"American Portfolios Financial Services, Inc. Buffalo NY 1400 Sweet Home Rd",jaliotta@americanportfolios.com,,Salesforce
11195958,Inactive Investor,Timothy Collins,,"VALIC Financial Advisors, Inc. Anchorage AK 1577 C St",timothy.collins@valic.com,,Salesforce
9575292,,Kapil Shiohare,,,kapil.shiohare@thinagee.com,,List import
10857252,Inactive Investor,Todd Porterfield,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,Fairchild Capital LLC,,,Salesforce
10645138,,Jeffrey Burtelow,,,jburtelow@williamblair.com,,List Import
11005255,Inactive Investor,James St. Leger,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",james.stleger@equitable.com,,Salesforce
11177619,Inactive Investor,Heath Petsche,Financial Advisor,Edward Jones Lincoln NE 5925 S 56th St,heath.petsche@edwardjones.com,,Salesforce
10766252,Inactive Investor,James Julich,Financial Advisor,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,james.julich@morganstanley.com,,Salesforce
10618672,,Peter Hegel,,,phegel@mesirowfinancial.com,,List import
10906320,Inactive Investor,Dustin Barrales,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,dustin.barrales@fmr.com,,Salesforce
10776859,Inactive Investor,David Naulty,,Goldman Sachs & Co.,david.naulty@gs.com,,Salesforce
10925347,Inactive Investor,Dane Czaplicki,Chief Executive Officer;Chief Investment Officer;Founder;Regulatory Contact,Members Wealth LLC,dane@memberswealthllc.com,,Salesforce
10510469,,Krishan Nigam,Vice President,State Street Global Advisors,krishan_nigam@ssga.com,,List Import
10891091,Inactive Investor,James Santacroce,,Vanguard Marketing Corporation,james_santacroce@vanguard.com,,Salesforce
11042632,Inactive Investor,Odell Lewis,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,odell.lewis@primerica.com,,Salesforce
62293,,George Strobel,Managing Director & Chief Compliance Officer,"Perigee Capital, Lp",gstrobel@perigeegroup.com,941-955-0929,Manual List Upload
11037602,Inactive Investor,Calvin Cook,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
2149622,,Rudy Atau,,[Unknown],rudisyaputra240516@gmail.com,,
11260881,Inactive Investor,Ava Crokos,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
11091082,Inactive Investor,John Mcgrail,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10927389,Inactive Investor,Cindy Lovelace,,"Farmers Financial Solutions, LLC Lander WY 535 E Main St",,,Salesforce
244863,,Alfredo Oliva Jr,President,OIG Wealth/NEO Alliance,aolivajr@oigwealth.com,3057616175,Manual List Upload
11023989,Inactive Investor,Heather Colhour,,NYLIFE Securities LLC Maysville MO 212 W Main St,hwhiteman@ft.newyorklife.com,,Salesforce
9589828,,Yehuda Hecht,,,yhecht@madisonint.com,,List import
10933860,Inactive Investor,Dustin Behan,Senior Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",behand@stifel.com,,Salesforce
11020199,Inactive Investor,William Webster,Financial Consultant,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",william.webster@equitable.com,,Salesforce
10791160,Inactive Investor,Thomas Cawley,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9625736,,Ricky Ng,,,ricky.ng@aladdin.dev,,List import
11231079,Inactive Investor,Emily Maldonado,,LPL Financial LLC Kennewick WA 8905 W Gage Blvd,emily.maldonado@lpl.com,,Salesforce
11000760,Inactive Investor,Anthony Jones,,J.P. Morgan Securities LLC Ellicott City MD 9245 Baltimore National Pike,anthony.jones@jpmorgan.com,,Salesforce
11204318,Inactive Investor,Samuel Boyd,Senior Vice President,Capital Investment Advisors Bethesda MD 4800 Montgomery Ln,s.boyd@capitalamg.com,,Salesforce
9633469,,Robert Rice,,,bob@alberandrice.net,,List import
6782283,,MOHAMMAD AMINUL ISLAM IDDRIS MRIDHA,,,muhammadidris3539@gmail.com,,Web form fillout
10661588,,Michael Hughes,,,michael.hughes@pinecrestcapital.net,,List Import
10941625,Inactive Investor,Kevin Bollard,,Vanguard Marketing Corporation,kevin_bollard@vanguard.com,,Salesforce
9581771,,neil fujita,,,neil.fujita@rbc.com,,List import
10932872,Inactive Investor,Gabriel Godbold,Financial Advisor,LPL Financial LLC Madison MS 1600 Highland Colony Pkwy,gabriel.godbold@lpl.com,,Salesforce
11169779,Inactive Investor,Aaron Fuhrman,Financial Advisor,Edward Jones Phillipsburg NJ 201 Strykers Rd,aaron.fuhrman@edwardjones.com,,Salesforce
11050519,Inactive Investor,Louis Gonzaba,,PFS Investments Inc. San Antonio TX 14855 Blanco Rd,louis.gonzaba@primerica.com,,Salesforce
10852633,Inactive Investor,Carter Randolph,Chief Compliance Officer;Owner;President,Randolph Co Inc,carter@therandolphcompany.com,,Salesforce
10998884,Inactive Investor,Celeste Al-Hashim,,"Maxiam Capital, LLC",,,Salesforce
344167,,Paul Witinski,Director,Ironwood Capital Advisors Iii Llc,witinski@ironwoodcap.com,860-409-2100,Manual List Upload
204792,,Vivek Panchapakesan,,[Unknown],panchaps@yahoo.com,,Organic Search
10883617,Inactive Investor,John Droege,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10954742,Inactive Investor,Ethan Graham,,Fidelity Brokerage Services LLC,,,Salesforce
10999518,Inactive Investor,Eric Hager,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
184474,,Rich Falk-Wallace,,[Unknown],rwf2110@gmail.com,,source
9625179,,sean hill,,,acct@cftrepair.com,,List import
10997049,Inactive Investor,Joseph Solano,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
11198940,Inactive Investor,Ian Perales,Private Client Advisor,J.P. Morgan Securities LLC Clovis CA 1810 Shaw Ave,ian.perales@jpmorgan.com,,Salesforce
11212551,Inactive Investor,Daniel Koblin,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",daniel.koblin@lfg.com,,Salesforce
9589096,,Stephen Steele,,,stephensteele911@gmail.com,,List import
10486849,,George Vilfordi,Financial Advisor,"Ameriprise Financial Services, LLC",george.vilfordi@ampf.com,,List Import
11009109,Inactive Investor,Jeffrey Francisco,Financial Advisor;Financial Representative;Securities Representative,"Principal Securities, Inc. Clay NY 7900 Davis Rd N",francisco.jeff@principal.com,,Salesforce
11034354,Inactive Investor,Laura Macinnis,,"The Leaders Group, Inc. Jacksonville FL 12724 Gran Bay Pkwy W",,,Salesforce
10783094,Inactive Investor,Elaine Bernarding,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,elaine.bernarding@fidelity.com,,Salesforce
9614548,,Mario Aguiar,,,mario.h.aguiar@gmail.com,,List import
10977031,Inactive Investor,Julianna Chance,,"CUSO Financial Services, L.P. Albuquerque NM 8321 Palomas Ave NE",,,Salesforce
10886875,Inactive Investor,Scott Nachman,,"Allstate Financial Services, LLC Bethpage NY 503A Stewart Ave",snachman@allstate.com,,Salesforce
11189114,Inactive Investor,Stephen Bundy,,"Northwestern Mutual Investment Services, LLC Walnut Creek CA 2121 N California Blvd",steve.bundy@nm.com,,Salesforce
10888280,Inactive Investor,Nicole Pilo,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,nicole_pilo@glic.com,,Salesforce
10615859,,Kyle Haley,,,kyle.j.haley@chase.com,,List Import
10762290,Inactive Investor,Mianicole Brinkley,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",mia.brinkley@ml.com,,Salesforce
10613735,,John Luisi,Financial Advisor,,john.luisi@wfafinet.com,,List Import
10798213,Inactive Investor,Mark Yackey,Financial Advisor,"Ameriprise Financial Services, LLC Naperville IL 2323 Naperville Rd",mark.v.yackey@ampf.com,,Salesforce
9580903,,Sören Gottschalch,,,soeren.gottschalch@web.de,,List import
9580183,,Jeffery Vanwart,,,jvanwart@cantella.com,,List import
11077481,Inactive Investor,Carissa Main,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",carissa.main@schwab.com,,Salesforce
9599460,,Adrian Baldeon,,,ajbaldeon@gmail.com,,List import
11222419,,James Tomkins,,,james.tomkins@morganstanley.com,,List Import
10949790,Inactive Investor,Cameron Kostecki,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10836534,Inactive Investor,Kristy Saunders,Portfolio Associate,Morgan Stanley Deland FL 142 S Woodland Blvd,kristy.saunders@morganstanley.com,,Salesforce
9575850,,Micah Kinnett,,,micah.kinnett@raymondjames.com,,List import
10752320,Inactive Investor,Bruce Roberts,,"Beech Hill Securities, Inc.",,,Salesforce
144649,,Orin Haworth,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",orin.haworth@transamerica.com,702-562-7990,
10613839,,Steven Posluszny,"Financial Advisor, Senior Vice President - Wealth Management",,steven.posluszny@ubs.com,,List Import
10921067,Inactive Investor,Grant Stucki,Senior Financial Planner;Shareholder,Warwick Partners,gstucki@warwickpartners.net,,Salesforce
201142,,Douglas Bell,,Self,dbell46@aol.com,2058712786,
9593542,,Ashley Brown,,,abrown@financialengines.com,,List import
9634784,,Raymond Heimann,,,raymond@sverica.com,,List import
11232010,Inactive Investor,Sandra Miller,,Thrivent Investment Management Inc.,,,Salesforce
9568425,,kevin -,,,kwoodsbp@gmail.com,,List import
9618077,,Edwin Lin,,,edwin.lin@citadel.com,,List import
4812920,,yut tom,,,gitay65455@harcity.com,,Web Form Fillout
11016354,Inactive Investor,Michelle Blauth,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",michelle.blauth@ml.com,,Salesforce
9623004,,Mr Hood,,,hoodmatthew16@gmail.com,,List import
9553398,,Jennifer Mcbee,,,jenniferamcbee@gmail.com,,List import
10931533,Inactive Investor,Brett Walter,Investment Advisor,"Prospera Financial Services, Inc. Hurst TX 1845 Precinct Line Rd",brett.walter@prosperafinancial.com,,Salesforce
10963085,Inactive Investor,Adam Skalicky,,"Osaic Institutions, Inc. Englewood CO 7600 E Orchard Rd",,,Salesforce
11135283,Inactive Investor,Ray Fenger,Chief Compliance Officer;Director - Operations,"Paradiem, LLC",,,Salesforce
11008261,Inactive Investor,Jaryd Ibanez,,PFS Investments Inc. Tucson AZ 5920 E Pima St,jibanez@primerica.com,,Salesforce
53215,,Scott Barnes,Chief Compliance Officer And Chief Financial Officer,Washington Harbour Partners Lp,sbarnes@washingtonharbour.com,202-891-6200,Manual List Upload
9644796,,Patrice Livingston,,,pliving1516@gmail.com,,List import
11078827,Inactive Investor,Jontae Peaks,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11086406,Inactive Investor,Carmen Stapert,,J.P. Morgan Securities LLC Noblesville IN 198 Logan St,carmen.stapert@chase.com,,Salesforce
11136576,Inactive Investor,Mordechai Meisels,,Park Avenue Securities LLC New City NY 200 E Eckerson Rd,martin_meisels@glic.com,,Salesforce
11067135,Inactive Investor,Jonathan Williams,Financial Advisor,Edward Jones Clarion PA 1062 E Main St,jon.williams@edwardjones.com,,Salesforce
6398430,,Amirfarhad Dadrasi,,,amirfarhad.dadrasi@yahoo.com,,Web form fillout
10904695,Inactive Investor,Keith Cook,Financial Advisor,Edward Jones Mascoutah IL 17 Mascoutah Plaza Dr,keith.cook@edwardjones.com,,Salesforce
11098043,Inactive Investor,Matthew Fahrney,Senior Vice President,Arbor Investment Management Lakewood CO Private Residence,mfahrney@arborim.com,,Salesforce
246337,,Not Provided,,Self-employed,cynthiaraposo77@gmail.com,,Manual List Upload
10839933,Inactive Investor,Kim Cosens,Financial Advisor,Edward Jones Owatonna MN 685 W Bridge St,kim.cosens@edwardjones.com,,Salesforce
9556191,,David Walker,,,david.walker@securitiesamerica.com,,List import
9643518,,EMIL DONTCHEV,,,edontchev@gmail.com,,List import
9141211,,George Leonardo,,,caphillcrypto@gmail.com,,Web Form Fillout
11102321,Inactive Investor,Stacey Dunn Padilla,Relationship Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
10946076,Inactive Investor,Bailey Pribyl,Financial Advisor,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,,,Salesforce
10820278,Inactive Investor,Kevin Schwartz,Financial Advisor,Thrivent Investment Management Inc. Saint Paul MN 7581 9th St N,kevin.schwartz@thrivent.com,,Salesforce
10770010,Inactive Investor,Claire Diele,Financial Consultant,"Equitable Advisors, LLC Peekskill NY Private Residence",claire.diele@equitable.com,,Salesforce
11036197,Inactive Investor,Debra Armour,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",debra.armour@tiaa.org,,Salesforce
11020365,Inactive Investor,Trent Dumlao,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,trent_dumlao@vanguard.com,,Salesforce
11181480,Inactive Investor,James Veale,,"U.S. Bancorp Investments, Inc. Huntersville NC 9145 Sam Furr Rd",james.veale@usbank.com,,Salesforce
10962564,Inactive Investor,Michael Tracz,Financial Professional,Lincoln Investment Rochester NY 1425 Jefferson Rd,mtracz@lincolninvestment.com,,Salesforce
11056556,Inactive Investor,Andrew Mullen,Financial Advisor;Financial Consultant,Morgan Stanley New York NY 1 Penn Plz,andy.mullen@morganstanley.com,,Salesforce
223490,,Rhoshenda Ellis,Associate,Cap Table Coalition,re724@nyu.edu,,
9646815,,Peter Muthima,,,pmuthima200k@gmail.com,,List import
11133619,Inactive Investor,Ginger Pipkin,,"First Horizon Advisors, Inc. Jackson TN 325 Oil Well Rd",glpipkin@ftbadvisors.com,,Salesforce
209308,,Reginald Posey,,[Unknown],reginaldposey23@gmail.com,,Webinar
9647021,,Ryan Kleve,,,ryan.kleve@lpl.com,,List import
10988097,Inactive Investor,Joseph Gelet,,"R. F. Lafferty & Co., Inc.",,,Salesforce
371910,,Marissa Lowman,,United States,marissa.lowman@gmail.com,,Salesforce
10870775,Inactive Investor,Rochelle Maiorca,,"Northwestern Mutual Investment Services, LLC Vero Beach FL 1201 19th Pl",rochelle.maiorca@nm.com,,Salesforce
11095365,Inactive Investor,Michael Marsh,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11121924,Inactive Investor,Jaret Mutter,Financial Advisor,LPL Financial LLC Roanoke VA 3119 Chaparral Dr,jaret.mutter@lpl.com,,Salesforce
10778969,Inactive Investor,Steven Kunkle,Financial Advisor,Edward Jones Tualatin OR 8100 SW Nyberg St,steve.kunkle@edwardjones.com,,Salesforce
11119157,Inactive Investor,Diane Spencer,,"American Heritage Securities, Inc.",dspencer@egifinancial.com,,Salesforce
11017177,Inactive Investor,Michael Russo,Financial Advisor,Retirable,,,Salesforce
10810254,Inactive Investor,Jill Miller,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Painted Post NY 310 Town Center Rd",jill.miller@benjaminfedwards.com,,Salesforce
11055461,Inactive Investor,Kimberly Watkinson,Premier Banker,"Wells Fargo Clearing Services, LLC Tucson AZ 5590 E River Rd",,,Salesforce
10859278,Inactive Investor,Angella Adamson,,J.P. Morgan Securities LLC Baldwin NY 915 Atlantic Ave,angie.adamson@chase.com,,Salesforce
9611073,,David Yoon,,,david_yoon@me.com,,List import
10814527,Inactive Investor,Charles Johnson,Assistant Vice President,Morgan Stanley Highlands Ranch CO Private Residence,charles.johnson2@morganstanley.com,,Salesforce
10644834,,Aaron Sansone,,,aaron.sansone@ca-cib.com,,List Import
11156198,Inactive Investor,Greg Johns,Financial Advisor,"Ameriprise Financial Services, LLC Dubuque IA 6601 Boulder Brook Ct",greg.johns@ampf.com,,Salesforce
5429,, -,,[[Unknown]],jhaveri.3110@gmail.com,,Initial Salesforce Import
11103588,Inactive Investor,Kevin Kreilach,Financial Advisor,LPL Financial LLC Fort Wayne IN 6209 Constitution Dr,kevin.kreilach@lpl.com,,Salesforce
11090335,Inactive Investor,Daniel Phillips,Financial Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",daniel.phillips@lfg.com,,Salesforce
10836295,Inactive Investor,Craig Couture,,"Avantax Investment Services, Inc. Marco Island FL 950 N Collier Blvd",,,Salesforce
10792831,Inactive Investor,Sheryl Duran,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces NM 425 S Telshor Blvd",sheryl.duran@ml.com,,Salesforce
11129204,Inactive Investor,Kelly Hewitt,,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",kelly.hewitt@ampf.com,,Salesforce
10810364,Inactive Investor,Nader Tamadon,Resident Director;Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",nader.tamadon@ml.com,,Salesforce
10856070,Inactive Investor,Urszula Madra,,"HighTower Securities, LLC Westport CT 10 Wright St",umadra@hightoweradvisors.com,,Salesforce
336009,,John Owens,,Long Wharf Capital Llc,john.owens@longwharf.com,617-250-7260,Manual List Upload
9646952,,Leland Scott,,,scott.gill@wellsfargoadvisors.com,,List import
11172462,Inactive Investor,Ana Morris,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
10881721,Inactive Investor,Joseph Hameline,Senior Vice President - Investments,"Raymond James & Associates, Inc. Burlington VT 40 Main St",joseph.hameline@raymondjames.com,,Salesforce
210524,,J Brown,,[Unknown],josepholson2017@u.northwestern.edu,,
9568107,,Jerry Mikus,,,jmikus@legaciestoday.com,,List import
10835989,Inactive Investor,Michael Abfall,Financial Advisor,Edward Jones Avon OH 37190 Colorado Ave,mike.abfall@edwardjones.com,,Salesforce
11194348,Inactive Investor,Marc Bomarito,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,marc.bomarito.lxob@statefarm.com,,Salesforce
9549308,,AKASH TOMAR,,,akasht0055@outlook.com,,List import
10763026,Inactive Investor,Eric Jansson,Chief Compliance Officer;President,Jansson Financial SVCS,eric@janssonfinancial.com,,Salesforce
11087377,Inactive Investor,Elizabeth Buffardi,Financial Planner;President,Crescendo Financial Planners Inc.,elizabeth@crescendofinancialplanners.com,,Salesforce
10899476,Inactive Investor,Gaetano Defazio,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",gdefazio2@tiaa-cref.org,,Salesforce
10763925,Inactive Investor,Stephen Cless,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Winnetka IL 598 Green Bay Rd",stephen.cless@schwab.com,,Salesforce
11021868,Inactive Investor,Steven Gipson,,Cetera Advisor Networks LLC New Palestine IN Private Residence,swgipson@ceterawealth.com,,Salesforce
10855403,Inactive Investor,William Kruger,Chief Executive Officer;Partner;Regulatory Contact,"YCG, LLC",william@ycginvestments.com,,Salesforce
11146530,Inactive Investor,Ronald Mendoza,,"Financial & Tax Architects, LLC Valencia CA 27240 Turnberry Ln",ronald.mendoza@fta-ria.com,,Salesforce
230980,, -,,[Unknown],peterlie@yahoo.com,,
10758977,Inactive Investor,Sayla Sherard,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MO 1630 E Bradford Pkwy",sayla.sherard@ml.com,,Salesforce
202748,,Chris Arena,,[Unknown],arenapainting@comcast.net,,
10817087,Inactive Investor,Christopher Rael,,"World Equity Group, Inc. Albuquerque NM 5600 Eubank Blvd NE",,,Salesforce
9583483,,Laurence Brundage,,,lpbrundage@hfmonline.com,,List import
9611665,,Cameron Dawson,Chief Investment Officer,New Edge Wealth,cdawson@newedgecg.com,,List import
11084171,Inactive Investor,William Werley,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Harlingen TX 1247 N Stuart Place Rd",bill.werleysr@wellsfargoadvisors.com,,Salesforce
11205470,Inactive Investor,Kim Martell,,"MML Investors Services, LLC Boston MA 280 Congress St",kmartell@financialguide.com,,Salesforce
11066669,Inactive Investor,Gary Cucchi,,Lincoln Investment Land O Lakes FL 2660 Stonewood Park Loop,gcucchi@lincolninvestment.com,,Salesforce
11235534,Inactive Investor,Curtis Wells,Head - Planning,Aspire Wealth,curtis@aspirewealthadvisory.com,,Salesforce
9609113,,Donna Macnicol,,,donna.mtb@verizon.net,,List import
10767565,Inactive Investor,Jeffrey Brockway,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Portage MI 7900 Moorsbridge Rd",jeffrey.brockway@wellsfargoadvisors.com,,Salesforce
9635151,,Kevin Craney,,,kcraney@rjoasis.com,,List import
11008227,Inactive Investor,Donald Evenson,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",,,Salesforce
10915252,Inactive Investor,Mia Gomez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,mia.gomez@fidelity.com,,Salesforce
232026,, -,,[[Unknown]],alex.kim005@gmail.com,,
11190189,Inactive Investor,Lana Engen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Rockford IL 7160 Argus Dr",lana.m.engen@ampf.com,,Salesforce
10662358,,Helene Brown,,,hbrown@cressetcapital.com,,List Import
10962160,Inactive Investor,John Hanna,,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",john.hanna@prudential.com,,Salesforce
10616221,,Andrea Hadjiyski,,,ahadjiyski@rwbaird.com,,List Import
11115143,Inactive Investor,David Hoover,,"Cadaret, Grant & Co., Inc. Halifax PA 3733 Peters Mountain Rd",dhoover@ae.cadaretgrant.com,,Salesforce
9635387,,Cynthia List,,,clist@leggmason.com,,List import
10999025,Inactive Investor,Charles Fry,,"Kestra Investment Services, LLC",,,Salesforce
11235296,Inactive Investor,Julia Fritzlen,Investment Advisor,Insight Investment Advisers LLC,julia@investwithinsight.com,,Salesforce
10936363,Inactive Investor,Joseph Pensinger,Chief Operating Officer,"Pensinger Financial, Inc.",,,Salesforce
10848562,Inactive Investor,David Dowler,Portfolio Manager;Principal;Vice President,Luther King Capital Management Corporation,ddowler@lkcm.com,,Salesforce
185275,,Julian Cookson,,[Unknown],julian.cookson@foliodevelopments.com,,source
10851101,Inactive Investor,Janelle Koester,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",janelle.koester@wellsfargoadvisors.com,,Salesforce
9599476,,Paula Hart,,,phart@seia.com,,List import
11208365,Inactive Investor,Eric Anderson,Director - Equity Research;Senior Portfolio Manager,HFM Wealth Management,ebanderson@hfmonline.com,,Salesforce
11202046,Inactive Investor,Jacob Mcdonald,Associate Wealth Planner,Secure Financial Management,jmcdonald@sfmplanning.com,,Salesforce
10921552,Inactive Investor,Thomas Allen,,"Cambridge Investment Research, Inc. Clyo GA Private Residence",,,Salesforce
9603636,,Richard Villers,,,rvillers@metlife.com,,List import
219744,,Monica Madan Ajmera,,[Unknown],monica.madan@gmail.com,,Direct
10814268,Inactive Investor,David Wyman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",david_wyman@ml.com,,Salesforce
9558885,,David Dreifuss,,,ddreifuss@williamblair.com,,List import
10936859,Inactive Investor,Lori Callahan,,LPL Financial LLC Overland Park KS 11900 College Blvd,lori.callahan@lpl.com,,Salesforce
10853474,Inactive Investor,Kevin O'Shea,President,"Austin Financial Advisors, Inc.",koshea@fee-onlyadvice.com,,Salesforce
11085862,Inactive Investor,Nancy Chandroo,,NYLIFE Securities LLC Jurupa Valley CA Private Residence,nchandroo@ft.newyorklife.com,,Salesforce
11115707,Inactive Investor,Miguel Aguilar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10815810,Inactive Investor,Jonathan George,Financial Professional,Money Concepts Capital Corp Shelburne Falls MA Private Residence,jgeorge@moneyconcepts.com,,Salesforce
43967,,Jefferson Jarrell,Financial Professional,"MML Investors Services, LLC",jjarrell@massmutual.com,304-760-6231,
11204838,Inactive Investor,Donna Zoeller,Financial Advisor;Vice President,"Smith, Moore & Co.",dzoeller@smithmoore.com,,Salesforce
11124786,Inactive Investor,William Orkin,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",william.orkin@wellsfargoadvisors.com,,Salesforce
11197692,Inactive Investor,Katie Van Dyke,,Edward Jones Springfield IL 3161 W White Oaks Dr,katie.vandyke@edwardjones.com,,Salesforce
11115056,Inactive Investor,Aaron Brown,,"First Horizon Advisors, Inc. Charlotte NC 4725 Piedmont Row Dr",aaron.brown@firsthorizon.com,,Salesforce
11137673,Inactive Investor,Lawrence Blau,Chief Compliance Officer;Founding Partner;Managing Member,"LL Financial Services, LLC",,,Salesforce
10786152,Inactive Investor,John Chiesa,,Goldman Sachs & Co.,john.chiesa@gs.com,,Salesforce
10903768,Inactive Investor,Natalie Cozzi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",natalie.cozzi@ml.com,,Salesforce
11076398,Inactive Investor,James Ross,,"MML Investors Services, LLC Columbia TN 1394 Hatcher Ln",jhross@financialguide.com,,Salesforce
127750,,Jodi Burgy,"Associate, Administration","Sequoia Financial Group, L.l.c.",jburgy@sequoia-financial.com,330-375-9480,Manual List Upload
10975290,Inactive Investor,Sara Richmond,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",sara.richmond@tdameritrade.com,,Salesforce
28235,,rubin bahar`,,eagle asset management,baharrubin@gmail.com,704-5671343,Paid Search
10898600,Inactive Investor,Clayton Fleming,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,clayton.fleming@primerica.com,,Salesforce
11118548,Inactive Investor,Susan Wellinger,,"Avantax Investment Services, Inc. Zelienople PA 105 S Main St",,,Salesforce
9604145,,PAUL LIM,,,plim@goldentree.com,,List import
10926320,Inactive Investor,Benjamin Zucker,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
147945,,Martin White,,[Unknown],mwhite5999@aol.com,,Content
11298456,Inactive Investor,Brian McGrath,,Ribbit Capital,brian@ribbitcap.com,650-485-3758,Salesforce
10769004,Inactive Investor,John Lee,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Tacoma WA 1201 Pacific Ave",john.allen.lee@wellsfargoadvisors.com,,Salesforce
11179350,Inactive Investor,Ryan McKean,,"Cambridge Investment Research, Inc. Westlake OH 23550 Center Ridge Rd",,,Salesforce
119889,,Bruce Bremer,Advisor,"MML Investors Services, LLC",bbremer@massmutual.com,612-492-9326,
11133499,Inactive Investor,Vernon Henry,Financial Planner;Owner,"CreativeOne Securities, LLC Knoxville TN 924 Scenic Dr",vhenry@c1s.net,,Salesforce
10915902,Inactive Investor,Tyler Foster,Financial Advisor,Edward Jones Roseburg OR 2198 NE Stephens St,tyler.foster@edwardjones.com,,Salesforce
350530,,Bill Clark,Founder,Cfg Advisors Llc,bill@clarkfinancialteam.com,469-287-5657,Manual List Upload
11078313,Inactive Investor,Melissa Reel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168504,Inactive Investor,Melissa Levesque,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
9644562,,carl grund,,"Signature Financial Partners, LLC",cgrund@sfpfinancial.com,,List import
10818336,Inactive Investor,Stephen Blair,Financial Advisor,Edward Jones Mason MI 624 S Cedar St,stephen.blair@edwardjones.com,,Salesforce
57246,,Stewart Long,,United States,jslong.jr92@gmail.com,,
101136,,Christopher Kamnitsis,,Beacon Financial Group / LPL,ckamnitsis@gmail.com,,
11201394,Inactive Investor,Cody Hildebrand,,Cetera Advisor Networks LLC Quincy IL 1890 Maine St,,,Salesforce
9550364,,Cécile Vassart,,,cecilevassart@yahoo.fr,,List import
10987990,Inactive Investor,Joshua Jennings,,"Allstate Financial Services, LLC Reynoldsburg OH 1607 Brice Rd",,,Salesforce
9582642,,Carrie Herrmann,,,carrie.herrmann@thrivent.com,,List import
10851872,Inactive Investor,Bryan Vinz,Financial Consultant,Thrivent Investment Management Inc. Englewood CO 6500 S Quebec St,bryan.vinz@thrivent.com,,Salesforce
10858816,Inactive Investor,Bryan Sanson,Financial Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 2438 Research Pkwy",bryan.sanson@ampf.com,,Salesforce
11061687,Inactive Investor,Colman Beulah,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,colman.beulah@primerica.com,,Salesforce
338025,,Kemp Amason,Construction Management,Bridge Investment Group,k.amason@bridgeig.com,801-716-1463,Manual List Upload
9643133,,Kylie Rodgers,,,kylie.rodgers@mail.com,,List import
10898326,Inactive Investor,Elizabeth Cooke,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",elizabeth.j.cooke@ml.com,,Salesforce
11156142,Inactive Investor,Ron Fox,Financial Professional,"Equitable Advisors, LLC Bristol TN Private Residence",ron.fox@equitable.com,,Salesforce
10826996,Inactive Investor,Jeffrey Russek,,"Osaic Wealth, Inc. North Haven CT 565 Washington Ave",,,Salesforce
11058980,Inactive Investor,Peter Hass,,LPL Financial LLC Northbrook IL 500 Skokie Blvd,peter.hass@lpl.com,,Salesforce
9640875,,Marguerite Oliva,,,moliva@ci.lexington.ma.us,,List import
10956441,Inactive Investor,John Ramsey,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",jack.ramsey@nm.com,,Salesforce
11026189,Inactive Investor,Sherry Azevedo,Registered Principal,"Osaic Wealth, Inc. Modesto CA 4230 Kiernan Ave",,,Salesforce
11184050,Inactive Investor,Thomas Seiwert,,Cetera Financial Specialists LLC Chicago IL 8755 W Higgins Rd,thomas.seiwert@ceterafs.com,,Salesforce
199548,,NAUMAN SHEIKH,HEAD OF PROTOCOL TREASURY,WAVE,nauman@wavegp.com,646-479-9329,product
10863951,Inactive Investor,Vincent Colicchio,,"Barrington Research Associates, Inc.",,,Salesforce
10833997,Inactive Investor,Chad Orth,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennewick WA 8121 W Quinault Ave",chad.orth@ml.com,,Salesforce
11015538,Inactive Investor,Ayaz Syed,,LPL Financial LLC Franklin Square NY 955 Hempstead Tpke,ayaz.syed@lpl.com,,Salesforce
11078318,Inactive Investor,Vivian Bang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11126518,Inactive Investor,Lewis Linkugel,,"Osaic Wealth, Inc. Lincoln NE 5831 S 58th St",,,Salesforce
10860156,Inactive Investor,Justin Schamberger,Senior Portfolio Manager,"United Capital Management of Kansas, Inc. Salina KS 104 E Iron Ave",,,Salesforce
10919111,Inactive Investor,Justin Frys,,"Cherry Tree & Associates, LLC",jfrys@cherrytree.com,,Salesforce
11061912,Inactive Investor,Regan Wilda,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",regan.j.wilda@ampf.com,,Salesforce
10759837,Inactive Investor,Thomas Davis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lindsey.davis@fmr.com,,Salesforce
11038624,Inactive Investor,Karl Mueller,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Cayce SC 860 Knox Abbott Dr",pat.mueller@firstcitizens.com,,Salesforce
10822611,Inactive Investor,David Cawley,,"Wells Fargo Advisors Financial Network, LLC Conshohocken PA 1 Fayette St",david.cawley@wellsfargoadvisors.com,,Salesforce
11071846,Inactive Investor,Ramon Muchacho,,Goldman Sachs & Co.,,,Salesforce
9622390,,Michael Obert,,,obert.michael@gmail.com,,List import
11172805,Inactive Investor,Jeannette Marois,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeannette.marois@fidelity.com,,Salesforce
10845074,Inactive Investor,Maxwell Glasheen,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",maxwell.d.glasheen@ml.com,,Salesforce
10646351,,Damian Walsh,,,damian.d.walsh@ampf.com,,List Import
9633059,,Bobby Terrell,,,iaorock62@gmail.com,,List import
11070700,Inactive Investor,Abby McCormick,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",amccormick@tiaa-cref.org,,Salesforce
9605058,,Spencer Hoffman,,,shoffman@lovellminnick.com,,List import
176792,,Jelte de Boer,Senior Portfolio Manager,[Unknown],jelte.deboer@optimix.nl, +31 (0) 20 570 3041,Database Upload
9598139,,Bryan Baines,,,bryan.baines@plantemoran.com,,List import
10904879,Inactive Investor,Matthew Forster,Financial Advisor,Edward Jones Chico CA 217 Flume St,matthew.forster@edwardjones.com,,Salesforce
11063396,Inactive Investor,Nolia Anderson,Financial Advisor,"Ameriprise Financial Services, LLC Hampton VA 6 Manhattan Sq",nolia.p.anderson@ampf.com,,Salesforce
236219,, -,,[[Unknown]],j87olson@gmail.com,,
11229601,Inactive Investor,Andrew Frankel,,Jefferies LLC,,,Salesforce
11133028,Inactive Investor,James Arnold,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
10977923,Inactive Investor,Thomas Mcsweeney,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,thomas_mcsweeney@vanguard.com,,Salesforce
10823301,Inactive Investor,Taylor Del Negro,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",taylor.delnegro@ml.com,,Salesforce
11192682,Inactive Investor,Sheree Lowery,,"Raymond James Financial Services, Inc. Northville MI 321 N Center St",sheree.lowery@raymondjames.com,,Salesforce
344441,,Andrea Biernat,Associate,A&m Capital,andrea@a-mcapital.com,203-742-5880,Manual List Upload
10775455,Inactive Investor,Merrie Gibson,,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",merrie.gibson@wellsfargoadvisors.com,,Salesforce
10784836,Inactive Investor,Barbara McMahon,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",barbara_mcmahon@ml.com,,Salesforce
149356,,Greg Pae,,[Unknown],gpae@wi.rr.com,,source
10763521,Inactive Investor,Amy Thacker,Chief Operating Officer,First Affirmative Financial Network LLC,,,Salesforce
10771701,Inactive Investor,Katsuo Takeda,Financial Advisor;Insurance Planning Director;Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,katsuo.takeda@morganstanley.com,,Salesforce
11165607,Inactive Investor,James Jablonski,,Cetera Financial Specialists LLC Troy MI 3503 Rochester Rd,james.jablonski@ceterafs.com,,Salesforce
9612073,,fakje sxd,,,fake@gmail.com,,List import
205517,,Linda Ragano,,[Unknown],linda.ragano@yahoo.com,,Organic Search
11039524,Inactive Investor,Mark Cavalier,Financial Advisor;Managing Director;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",cavaliem@wellsfargo.com,,Salesforce
11235643,Inactive Investor,Peter Bartel,Senior Advisor,Vista Investment Partners Wilmington NC Private Residence,,,Salesforce
10867169,Inactive Investor,Ashton Dayhuff,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ashton.dayhuff@fidelity.com,,Salesforce
10916422,Inactive Investor,Carmen Haag,Financial Advisor,Thrivent Investment Management Inc. Novi MI 39500 Orchard Hill Pl,carmen.haag@thrivent.com,,Salesforce
11102472,Inactive Investor,Bogdan Fleschiu,,J.P. Morgan Securities LLC,bogdan.m.fleschiu@jpmorgan.com,,Salesforce
10656522,,Matthew Dado,,,matthew.dado@jpmorgan.com,,List Import
11197098,Inactive Investor,Keka Rath,Chief Investment Officer;President,NextGen Wealth Counselors Limited Liability Company,,,Salesforce
10800809,Inactive Investor,Linda Derickson,Financial Advisor,Founders Financial Securities LLC Salisbury MD Private Residence,,,Salesforce
9619173,,Selvam Muniasamy,,,msellvamm@outlook.com,,List import
11077577,Inactive Investor,William Billinghurst,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",andrew_billinghurst@ml.com,,Salesforce
10760291,Inactive Investor,Ernest Sims,Investment Advisor Representative;Registered Principal,Commonwealth Financial Network Wayne PA 125 Strafford Ave,esims@commonwealth.com,,Salesforce
425,,,,,domfriars@jubiimail.dk,,
11097713,Inactive Investor,Darlene Meyers,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
10898335,Inactive Investor,Nicholas Phylactou,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,nicholas.phylactou@morganstanley.com,,Salesforce
10613160,,Richard Miktus,"Financial Advisor, Vice President",,richard.miktus@ml.com,,List Import
10921070,Inactive Investor,Benjamin Ganley,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",ben.ganley@nm.com,,Salesforce
11036231,Inactive Investor,Patrick Woodhouse,Financial Advisor,"Osaic Institutions, Inc. Meriden CT 1336 E Main St",patrick.woodhouse@osaicinstitutions.com,,Salesforce
10944534,Inactive Investor,Robert Webster,,"Avantax Investment Services, Inc. Carson City NV 625 Fairview Dr",,,Salesforce
10655931,,d j,,,2765463479@qq.com,,Web Form Fillout
11034704,Inactive Investor,Shaun Melby,Chief Compliance Officer;Financial Advisor;Founder,Melby Wealth Management Nashville TN Private Residence,,,Salesforce
236524,, -,,[[Unknown]],cnkumar20@gmail.com,,
11192931,Inactive Investor,Margaret George,Senior Registered Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,margaret.george@morganstanley.com,,Salesforce
9576744,,RICHARD SPINNER,,,richspinner@gmail.com,,List import
11093516,Inactive Investor,Dawn Moscoe,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Lexington KY 771 Corporate Dr",dawn.moscoe@benjaminfedwards.com,,Salesforce
10819276,Inactive Investor,Mark Swartzendruber,Financial Professional,LPL Financial LLC Chicago IL Private Residence,mark.swartzendruber@lpl.com,,Salesforce
10825986,Inactive Investor,Curtis Johnson,Managing Member,"Johnson Investment Partners, LLC",cjohnson@johnsonip.com,,Salesforce
11047668,Inactive Investor,Christopher Blair,Investment Advisor,"VSM Wealth Advisory, LLC",,,Salesforce
10847176,Inactive Investor,Rick Sande,Senior Vice President - Investments,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,rsande@aegiscap.com,,Salesforce
11022782,Inactive Investor,Yu-Chien Kao,,J.P. Morgan Securities LLC Bellevue WA 123 Bellevue Way NE,,,Salesforce
112230,,Henry Maier,,manin,maier.henry95@gmail.com, +49 15157008453,Web Form
11138284,Inactive Investor,Kenneth Turton,,PFS Investments Inc. Huntington Beach CA 16541 Gothard St,kenneth.turton@primerica.com,,Salesforce
10796417,Inactive Investor,Richard Monfred,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",richard.monfred@bernstein.com,,Salesforce
11191935,Inactive Investor,Jamieson Thayer,,Commonwealth Financial Network South Burlington VT 99 Swift St,jthayer@commonwealth.com,,Salesforce
11024784,Inactive Investor,Jack Falzone,Financial Advisor,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",jfalzone@nationallife.com,,Salesforce
11222899,,Jennifer Anker,,,jennifer.anker@marinerwealthadvisors.com,,List Import
8481032,,Robert Hardwick,,"Perigon Wealth Management, LLC",rhardwick@perigonwealth.com,(212) 573-0400,List Import
10488329,,Santiago Fernandez Sordo,Manager,FESC Asset Management LLC,santiago@fesc-am.com,,List Import
10696374,,Carol Demunnik,,IA PRIVATE WEALTH USA INC,carol.demunnik@iapwusa.com,,List import
11209704,Inactive Investor,Madeleine Slator,Financial Advisor,Edward Jones El Campo TX 1807 N Mechanic St,madeleine.slator@edwardjones.com,,Salesforce
10902737,Inactive Investor,Ryan Woodring,Financial Advisor,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,ryan.woodring@lpl.com,,Salesforce
10613112,,Palavi Malik,"Financial Advisor, Senior Financial Advisor",,palavi.malik@ml.com,,List Import
11235078,Inactive Investor,Michael Sanger,Associate Financial Advisor,Empirical Wealth Management Irvine CA 2955 Main St,msanger@empirical.net,,Salesforce
10762827,Inactive Investor,Michael Fielding,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",michael.fielding@wellsfargoadvisors.com,,Salesforce
11146385,Inactive Investor,James Harvey,,State Farm VP Management Corp. Lynchburg VA 21009 Timberlake Rd,,,Salesforce
10969995,Inactive Investor,Ronald Dinehart,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Melville NY 395 N Service Rd",ronald.dinehart@equitable.com,,Salesforce
9583743,,Kevin Ward,,,kevinward@wardinvest.com,,List import
11080111,Inactive Investor,Joshua Chan,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,joshua.chan@fmr.com,,Salesforce
10834310,Inactive Investor,Paul Folkers,,"Cambridge Investment Research, Inc. Omaha NE 7216 Graceland Dr",,,Salesforce
11221192,,Raymond Wan,,,rwan@seia.com,,List import
11196477,Inactive Investor,Kevin Woodward,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,kevin.woodward@edwardjones.com,,Salesforce
11200329,Inactive Investor,Kevin Cheeks,Financial Advisor,ImpactFI,kevin.cheeks@impact-fi.com,,Salesforce
10906991,Inactive Investor,Brennan Malone,,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,b.malone@fi.com,,Salesforce
11260073,Inactive Investor,Luke Stanise,,Goldman Sachs & Co.,,,Salesforce
10860051,Inactive Investor,Keith Malek,,D.A. Davidson & Co. Seattle WA 701 5th Ave,kmalek@dadco.com,,Salesforce
10817827,Inactive Investor,Thomas Bowden,Portfolio Manager,Cabrillo Capital Management,,,Salesforce
9587157,,Sachinrao Panemangalore,,,sachinpc@gmail.com,,List import
11138463,Inactive Investor,Ryan Turner,Financial Planner,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",,,Salesforce
1001668,Inactive Investor,Kenny Li,Director of Investments,LNG Management,kenny@lngmgmt.com, +1 917 299 0482,
11073136,Inactive Investor,John Oglesby,Chief Compliance Officer;Founder;Principal,"West Paces Advisors, Inc.",jfo@westpacesadvisors.com,,Salesforce
184062,,val array,,[Unknown],valarray+grayscale@gmail.com,,Direct
9616259,,James Budd,,,jbudd@trkone.com,,List import
10923512,Inactive Investor,Sebastien Tomescu,Financial Advisor,"CUSO Financial Services, L.P. Fairfield CA 3101 Travis Blvd",,,Salesforce
11207660,Inactive Investor,Brian Campagna,,"Concurrent Investment Advisors, LLC Portland OR 10200 SW Greenburg Rd",,,Salesforce
11050400,Inactive Investor,Samuel Mitchell,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",smitchell@bpwealthadvisors.com,,Salesforce
11099131,Inactive Investor,Nausheen Akber,,"U.S. Bancorp Investments, Inc. Hinsdale IL 21 W 2nd St",nausheen.akber@usbank.com,,Salesforce
10876594,Inactive Investor,Bianca Gotuaco,,Citigroup Global Markets Inc.,bianca.gotuaco@citigroup.com,,Salesforce
10838099,Inactive Investor,Randall Snipes,Financial Advisor;Senior Vice President,Morgan Stanley Augusta GA 1 10th St,randall.snipes@morganstanley.com,,Salesforce
10813764,Inactive Investor,David Walden,,"Raymond James Financial Services, Inc. Lebanon TN 623 W Main St",david.walden@raymondjames.com,,Salesforce
11237932,Inactive Investor,Jonathon Elsass,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jelsass@performancetrust.com,,Salesforce
10931995,Inactive Investor,Amy Kitson,Compliance Manager,Commonwealth Financial Network,akitson@cfnmail.com,,Salesforce
11194202,Inactive Investor,Mauricio Maldonado,,Morgan Stanley Rockville MD 702 King Farm Blvd,mauricio.maldonado@morganstanley.com,,Salesforce
338519,,Jill Hittner,"Executive Director, Chief Financial Officer Pgi","Principal Global Investors, Llc",hittner.jill@principal.com,800-533-1390,Manual List Upload
9569186,,Michael Watson,,,michaelwatson@financialguide.com,,List import
10946259,Inactive Investor,George Cuevas,,"Raymond James Financial Services, Inc. Basking Ridge NJ 222 Mountain Rd",george.cuevas@raymondjames.com,,Salesforce
10773834,Inactive Investor,Joseph Camillo,Financial Advisor,Edward Jones Collinsville IL Private Residence,joe.camillo@edwardjones.com,,Salesforce
10931001,Inactive Investor,Greg Shahan,,"Cambridge Investment Research, Inc. Winterset IA 114 E Jefferson St",,,Salesforce
350414,, -,,[[Unknown]],ian.clague@sedarainv.com,,Initial Salesforce Import
10784516,Inactive Investor,Beth Williams,Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",beth_a_williams@ml.com,,Salesforce
10895248,Inactive Investor,Christine Centeno,Chief Compliance Officer;Founder;Principal,Simplicity Wealth Management,,,Salesforce
11219826,,Emily Huber,,,emily.huber@ml.com,,Other
11174045,Inactive Investor,Melissa Machlitt,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 4425 Hwy 169 N",melissa.machlitt@royalaa.com,,Salesforce
10798973,Inactive Investor,Salvador Cota,,PFS Investments Inc. Tucson AZ 3444 N Country Club Rd,salvador.cota@primerica.com,,Salesforce
10919804,Inactive Investor,Benjamin Spencer,,State Farm VP Management Corp. Timmonsville SC 713 W Smith St,ben.spencer.tz0q@statefarm.com,,Salesforce
11001491,Inactive Investor,Kyle Setelin,,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",kyle.setelin@equitable.com,,Salesforce
10981234,Inactive Investor,Michael Schellinger,Investment Advisor Representative;Private Wealth Advisor,"William Joseph Capital Management, Inc.",,,Salesforce
11164435,Inactive Investor,Vicki Blumenthal,,"Cigna Benefits Financing, Inc.",vicki.blumenthal@cigna.com,,Salesforce
10986942,Inactive Investor,Thomas Fox,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,thomas.fox@opco.com,,Salesforce
10800554,Inactive Investor,Robin Roquitte,Chief Executive Officer;Chief Financial Officer;Co-Founder;Member,"eCIO, Inc.",rob@getecio.com,,Salesforce
10823784,Inactive Investor,James Lanpher,,"Horace Mann Investors, Inc. Waitsfield VT 5197 Main St",james.lanpher@horacemann.com,,Salesforce
10822152,Inactive Investor,Sean Simmons,Portfolio Manager;Senior Financial Advisor,D.A. Davidson & Co. Port Angeles WA 917 E Front St,,,Salesforce
9559946,,Henk Visser,,,hzvisser@gmail.com,,List import
343110,,Kevin Mulligan,Vice President,Dhjj Financial Advisors,kmulligan@dhjj.com,630-420-1360,Manual List Upload
10947024,Inactive Investor,Christopher Talbot,Financial Advisor,"VALIC Financial Advisors, Inc. Scottsdale AZ 15333 N Pima Rd",christopher.talbot@valic.com,,Salesforce
154829,,Renzo Van Der Bilt,,[Unknown],vanderbiltrenzo@gmail.com,,
9589982,,Az Z,,,azrazakaria.v@gmail.com,,List import
11010099,Inactive Investor,Claudio Rodriguez,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",cjrodriguez@firstcommand.com,,Salesforce
171014,,Lateef Ariran,,[Unknown],00teff@gmail.com,,
9606858,,José Flores,,,floresprotexu@gmail.com,,List import
10873141,Inactive Investor,Justin Schroeder,Premier Banker,"Wells Fargo Clearing Services, LLC Bryan TX 3000 Briarcrest Dr",justin.schroeder@wellsfargoadvisors.com,,Salesforce
11075648,Inactive Investor,Robert Tannenbaum,Financial Advisor,LPL Financial LLC Poughkeepsie NY 22 Ibm Rd,robert.tannenbaum@lpl.com,,Salesforce
10774199,Inactive Investor,Zhengjun Lu,,J.P. Morgan Securities LLC Houston TX 2900 Woodridge Dr,glenn.zh.lu@jpmorgan.com,,Salesforce
11216804,,Mitchell Mikula,,,mitch.mikula@edwardjones.com,,List Import
9637842,,Leslie Lenzo,,,leslie.lenzo@advocatehealth.com,,List import
11078384,Inactive Investor,Joseph Bublewicz,,"Grove Point Investments, LLC Trenton NJ 1 N Commerce Sq",jbublewicz@hbeckinc.com,,Salesforce
11070571,Inactive Investor,Alexander Jones,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 30 S Wacker Dr,alexander.l.jones@jpmorgan.com,,Salesforce
10968436,Inactive Investor,Daphne Walker,,State Farm VP Management Corp. Fort Collins CO 1136 E Stuart St,daphne.walker.r7pb@statefarm.com,,Salesforce
11198316,Inactive Investor,Laura Harris,,"Allstate Financial Services, LLC Corpus Christi TX 3837 S Padre Island Dr",lauraharris@allstate.com,,Salesforce
10796035,Inactive Investor,Michael Tippin,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",michael.tippin@equitable.com,,Salesforce
10981497,Inactive Investor,Katlynn Kimble,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,katlynn.kimble@jpmorgan.com,,Salesforce
9576472,,zhen venus,,,megre9431@gmail.com,,List import
11107798,Inactive Investor,Catherine O'Connor,Chief Compliance Officer;Financial Planner;Managing Member,O'Connor Portfolio Management LLC,catherine@oconnorportfoliomanagement.com,,Salesforce
9612380,,Michael Hussey,,,mhussey@mccllc.com,,List import
106771,,Brandon Tornetta,,United States,btornetta24@gmail.com,,
11016933,Inactive Investor,Andrew Offutt,Financial Advisor,Edward Jones Waynesville MO 320 Ichord Ave,andy.offutt@edwardjones.com,,Salesforce
11108696,Inactive Investor,Edwin Van Es,Financial Advisor,Citigroup Global Markets Inc. La Jolla CA 8813 Villa La Jolla Dr,edwin.vanes@citi.com,,Salesforce
10903055,Inactive Investor,Trent Riddle,,"Avantax Investment Services, Inc. Lubbock TX 3304 64th St",,,Salesforce
9553305,,David Pokraka,,,pokrakad@gmail.com,,List import
10753827,Inactive Investor,Michael Bellotti,,"Northwestern Mutual Investment Services, LLC Roseville CA 2990 Lava Ridge Ct",michael.bellotti@nm.com,,Salesforce
10777226,Inactive Investor,Michael Bailey,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,michael.bailey@ubs.com,,Salesforce
235727,, -,,[[Unknown]],david.schultz84@comcast.net,,
10659952,,Ryan Brendel,,,ryan.a.brendel@chase.com,,List Import
11169608,Inactive Investor,Cody Skarning,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,cody.skarning@fidelity.com,,Salesforce
9620210,,Merfyn Cave,,,mhvcave@hotmail.com,,List import
9564192,,Nick Varelakis,,,nick.varelakis@sjmx.global,,List import
10979449,Inactive Investor,Alba Varela,,J.P. Morgan Securities LLC Houston TX 6117 Hwy 6 N,alba.varela@jpmorgan.com,,Salesforce
10934619,Inactive Investor,Craig Spanton,Registered Principal,"Independent Financial Group, LLC Boise ID 9543 W Emerald St",cspanton@ifgrr.com,,Salesforce
11180137,Inactive Investor,Arlex Flores,,"Transamerica Financial Advisors, Inc Houston TX 13831 Northwest Fwy",arlex.flores@transamerica.com,,Salesforce
10789890,Inactive Investor,Maryann Johnson,Family Wealth Director;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Boston MA 28 State St,m.johnson@morganstanley.com,,Salesforce
10754563,Inactive Investor,Tyler Kunkel,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,tyler.kunkel@ubs.com,,Salesforce
339052,,Sharlyn Heslam,Managing Director And General Counsel,Stockbridge Investors,sheslam@berkshirepartners.com,617-227-0050,Manual List Upload
9576723,,Thomas Howard,,,thomas.howard@athenainvest.com,,List import
11117888,Inactive Investor,Dino Anders,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",dino_anders@ml.com,,Salesforce
11130380,Inactive Investor,Edwin Smith,,State Farm VP Management Corp. Billings MT 1655 Shiloh Rd,ed.smith.gyb4@statefarm.com,,Salesforce
9600902,,Peter Suyama,,,pbsadvisor@gmail.com,,List import
177304,,Willie Ong,Chief Compliance Officer,[Unknown],willie.ong@thirdrockgrp.com, +65 6438 3755,Database Upload
10915554,Inactive Investor,Matthew Sigcha,Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9627859,,Colin Tang,,,colin.tjs@gmail.com,,List import
10897043,Inactive Investor,Johanna Laudicina,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",johanna.laudicina@wellsfargoadvisors.com,,Salesforce
11192641,Inactive Investor,Christopher Kachmar,Chief Market Strategist;Partner,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
10863119,Inactive Investor,William Guthrie,Vice President,"Raymond James & Associates, Inc. Minneapolis MN 3600 Minnesota Dr",will.guthrie@raymondjames.com,,Salesforce
10878028,Inactive Investor,Anna Kareis,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",anna.kareis@ampf.com,,Salesforce
335876,,Byung Kim,,Sigfig Wealth Management Llc,byung.kim@sigfig.com,212-272-2000,
10887866,Inactive Investor,Jeffrey Erickson,,"Ameriprise Financial Services, LLC Saint Paul MN 1700 Hwy 36 W",jeff.a.erickson@ampf.com,,Salesforce
9599580,,Meredith Deguenther,,,mdeguenther@blueedgecap.com,,List import
11019818,Inactive Investor,Kamron Batayeh,,J.P. Morgan Securities LLC Dearborn MI 7301 Wyoming St,kamron.batayeh@jpmorgan.com,,Salesforce
214974,,Jeffrey Doblin,Financial Advisor,"Forum Financial Management, Lp",jdoblin@forumfin.com,630-873-8520,Manual List Upload
7289845,,Tom Brady,,,tbrady532@gmail.com,,Web Form Fillout
11136653,Inactive Investor,Michelle Hoff,,"Northwestern Mutual Investment Services, LLC",michelle.hoff@nm.com,,Salesforce
10869255,Inactive Investor,Tony Roberts,Advisor,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",tonyroberts@financialguide.com,,Salesforce
11120990,Inactive Investor,Talon Campbell,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,talon.campbell@lpl.com,,Salesforce
11065909,Inactive Investor,David Powell,,State Farm VP Management Corp. Henderson TX 306 S Main St,dave.powell.cyx2@statefarm.com,,Salesforce
11166767,Inactive Investor,Kenneth Grider,,"Raymond James & Associates, Inc.",ken.grider@raymondjames.com,,Salesforce
10991024,Inactive Investor,Allison Pasta,,"VALIC Financial Advisors, Inc. Wenatchee WA 1014 5th St",,,Salesforce
9615165,,Louis Brouard,,,louisbrouard67@gmail.com,,List import
10868927,Inactive Investor,Mark Cornell,,"Allstate Financial Services, LLC Duncansville PA 1381 Plank Rd",mcornell@allstate.com,,Salesforce
10809252,Inactive Investor,Brian McClure,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",brian.mcclure@nm.com,,Salesforce
11015298,Inactive Investor,Alyssa Ulrey,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",,,Salesforce
10991544,Inactive Investor,Francis Hughes,,"Farmers Financial Solutions, LLC Los Altos CA 220 State St",fhughes1@farmersagent.com,,Salesforce
10956195,Inactive Investor,Patrick Hegarty,Chief Compliance Officer;President,"General Partner, Inc.",tim@generalpartnerinc.com,,Salesforce
10828436,Inactive Investor,David Brunelle,Financial Professional,LPL Financial LLC Worcester MA 1 Mercantile St,david.brunelle@lpl.com,,Salesforce
9547819,,Allen Robinson,,,allen.robinson@fmr.com,,List import
9595321,,Gary Pattengale,,,gpattengale@bdfllc.com,,List import
10924690,Inactive Investor,Dave Wilson,Financial Advisor,Edward Jones Kent WA 13003 SE Kent Kangley Rd,dave.w.wilson@edwardjones.com,,Salesforce
10825458,Inactive Investor,Christian Koch,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Owner;President,"KAM-South, LLC",,,Salesforce
11121426,Inactive Investor,Timothy Tracy,,J.P. Morgan Securities LLC Mason OH 8605 S Mason Montgomery Rd,timothy.tracy@jpmorgan.com,,Salesforce
10955147,Inactive Investor,Eric Cerrone,Chief Investment Officer;Founder;Investment Manager;Manager,Harborside Capital,eric@harborside.capital,,Salesforce
10764237,Inactive Investor,Nancy DiDonato,Senior Client Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,nancy.didonato@morganstanley.com,,Salesforce
9588108,,Kathleen Schutz,Chief Operating Officer & Chief Compliance Officer,"Awh Capital, L.p.",kschutz@awhcapital.com,,List import
10957311,Inactive Investor,Joshua Cabral,,Fidelity Brokerage Services LLC,,,Salesforce
10966659,Inactive Investor,Yamille Chaves,,Cetera Investment Services LLC Perth Amboy NJ 339 State St,yamille.chaves@ceterais.com,,Salesforce
10767115,Inactive Investor,Gregory Clifton,,"Cambridge Investment Research, Inc. Fort Worth TX 2525 Ridgmar Blvd",,,Salesforce
10902406,Inactive Investor,Claudio Tavares,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",claudio.tavares@ml.com,,Salesforce
10992508,Inactive Investor,Michelle Welch,,PFS Investments Inc. Brooklyn NY 777 Coney Island Ave,mhiggins.55nvs@primerica.com,,Salesforce
11011250,Inactive Investor,Philip Sears,,"Great Valley Advisor Group, Inc. West Chester PA 535 N Church St",psears@greatvalleyadvisors.com,,Salesforce
11065949,Inactive Investor,Dominique Hicks,Financial Planning Director,Morgan Stanley Melville NY 58 S Service Rd,dominique.hicks@morganstanley.com,,Salesforce
11191653,Inactive Investor,Adam Thomson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11208433,Inactive Investor,Randall Edwards,,Cabot Lodge Securities LLC Flower Mound TX Private Residence,bryan.edwards@clsecurities.com,,Salesforce
10905951,Inactive Investor,Hubert Strange,,State Farm VP Management Corp. Chillicothe OH 223 Western Ave,hubertstrange@statefarm.com,,Salesforce
10879618,Inactive Investor,Jonathan Mark,Portfolio Manager;Vice President;Wealth Advisor,"Pinnacle Associates, Ltd. Westport CT 55 Post Rd W",jmark@pinnacle-ny.com,,Salesforce
11158877,Inactive Investor,Joseph Signora,,Morgan Stanley,joseph.signora@morganstanley.com,,Salesforce
10835963,Inactive Investor,Carson McDaniel,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",carson_mcdaniel@ml.com,,Salesforce
9631531,,Shen Qiang,,,521188@qq.com,,List import
11166926,Inactive Investor,Joel Gourdin,Financial Advisor,LPL Financial LLC Folsom CA Private Residence,joel.gourdin@lpl.com,,Salesforce
10841235,Inactive Investor,Steven Eberbach,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",steve.eberbach@nm.com,,Salesforce
9599995,,Luke Dyer,,,lukewdyer@gmail.com,,List import
11098032,Inactive Investor,Elaine Schamber,Chief Compliance Officer;Founder;President,"The Schamber Group, Inc.",elaine@schambergroup.com,,Salesforce
9572739,,Udayan Roy,,,udayan.dasroy@soros.com,,List import
9615908,,Seiichiro Kita,,,info@kitadds.com,,List import
10940101,Inactive Investor,Sheila Cooper,,"M Holdings Securities, Inc. Oxnard CA 1421 Emerson Ave",,,Salesforce
10615273,,Gregory Pidgeon,"Financial Advisor, First Vice President",,gregory.pidgeon@morganstanley.com,,List Import
9579221,,John Machcinski,,,john.machcinski@hantzgroup.com,,List import
10933100,Inactive Investor,Sien Chen,Chief Operating Officer;Head - Investment Management;Regulatory Contact,Syon Capital LLC,,,Salesforce
10614497,,Sharlene Jamison,Financial Advisor,,sjamison@gwnsecurities.com,,List Import
9607038,,Andrew Brown,,,andrewbrownsd@gmail.com,,List import
11112429,Inactive Investor,James Lisle,,D.A. Davidson & Co. Oklahoma City OK 1601 NW Expy,,,Salesforce
9601040,,Todd Mills,,,tmills@flputnam.com,,List import
11108329,Inactive Investor,Ronda McCollum,,"Raymond James Financial Services, Inc. Washington MO 123 Lafayette St",ronda.mccollum@raymondjames.com,,Salesforce
9574356,,Richard Guernsey,,,kguernsey@alleghenyinvestments.com,,List import
11042701,Inactive Investor,Sharon Divine,Director - Research;Principal;Senior Portfolio Manager,"Meritage Portfolio Management, Inc.",sdivine@meritageportfolio.com,,Salesforce
9633799,,Eren yeager,,,shingekinokyojin148369@protonmail.com,,List import
5573097,,Ruslan Trishin,,,rustrishin777@gmail.com,4079135761,Web Form Fillout
10981172,Inactive Investor,Debra Mckay,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",debra.mckay@tiaa.org,,Salesforce
10881913,Inactive Investor,Dominick Mazza,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10798097,Inactive Investor,Thomas Cyr,,"Osaic FS, Inc. Westbrook ME 506 Main St",,,Salesforce
202401,,Mikaela Palelis,,United States,mklajude@gmail.com,,
11099768,Inactive Investor,Philip Meikle,Client Relationship Specialist,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
9560228,,Roy Ruzika,,,zeke700@gmail.com,,List import
11207934,Inactive Investor,Grace Correll,Financial Advisor Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,,,Salesforce
11158488,Inactive Investor,Samantha Dozier,,"Wells Fargo Clearing Services, LLC Boulder CO 1242 Pearl St",,,Salesforce
10795313,Inactive Investor,William Fisher,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,willy.fisher@lpl.com,,Salesforce
11167724,Inactive Investor,James Riley,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,brett.riley@ubs.com,,Salesforce
11064146,Inactive Investor,Daniel Carns,Financial Advisor,Commonwealth Financial Network Cape Girardeau MO 1021 Kings Way Dr,,,Salesforce
11020323,Inactive Investor,Christie Wang,,Citigroup Global Markets Inc.,,,Salesforce
11027530,Inactive Investor,Tyler Imes,,"Northwestern Mutual Investment Services, LLC Alexandria MN 220 22nd Ave E",tyler.imes@nm.com,,Salesforce
10932560,Inactive Investor,Micah Hanson,,LPL Financial LLC Minden LA 100 Mbl Bank Dr,micah.hanson@lpl.com,,Salesforce
10946047,Inactive Investor,Mary Jackson,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",mary.jackson@empower.com,,Salesforce
10695894,,Louis Molinari,,Aperture Investors,louis.molinari@apertureinvestors.com,,List Import
9639260,,William Shappell,,,bshappell@teamsterslocal429.org,,List import
11222343,,Alan Toman,,,atoman@regalfin.com,,List Import
11125867,Inactive Investor,Kil Chang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Gaithersburg MD 108 Ellington Blvd",kil.chang@schwab.com,,Salesforce
10617054,,Christopher Patras,,,chrispatras@afpadvisor.com,,List Import
10937621,Inactive Investor,Carol Uselman,Financial Advisor,Cannon Wealth Management Services,cuselman@cannon-wealth.com,,Salesforce
10487455,,Evan Peterson,"Chief Executive Officer, Member, Owner","The Ethical Advisor, LLC",evan_peterson@theethicaladvisor.com,,List Import
11195350,Inactive Investor,Misun Chen,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
11136995,Inactive Investor,Rene Robert Ndizeye,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10842954,Inactive Investor,Rubin Nichols,Founder;President;Regulatory Contact;Shareholder,"Financial Abundance, Inc.",pauln@financialabundanceinc.com,,Salesforce
11169910,Inactive Investor,Maria Litzinger,Financial Advisor,Edward Jones Apex NC 800 W Williams St,maria.litzinger@edwardjones.com,,Salesforce
9598848,,Francisco Okecki,,,franj@okecki.com,,List import
10966582,Inactive Investor,Daniel Gusty,Managing Director;Principal,"Johnson Investment Counsel, Inc.",dgusty@johnsoninv.com,,Salesforce
11222381,,Michael Kusick,,,mkusick@commonwealth.com,,List import
10838953,Inactive Investor,Rodney Smitherman,,NYLIFE Securities LLC Prattville AL 943 E Main St,rsmitherman@ft.newyorklife.com,,Salesforce
11233553,Inactive Investor,John Meyer,Wealth Advisor,LPL Financial LLC Orlando FL 5555 N Center Dr,,,Salesforce
10818994,Inactive Investor,Noel Goodrich,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",noel.goodrich@schwab.com,,Salesforce
11002422,Inactive Investor,Pamela Rathbun,Financial Advisor,Thrivent Investment Management Inc. Butler TN Private Residence,pam.rathbun@thrivent.com,,Salesforce
10809977,Inactive Investor,Dean Ducato,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",dean_ducato@ml.com,,Salesforce
10943421,Inactive Investor,Eric Mangold,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,emangold@pksinvest.com,,Salesforce
10766069,Inactive Investor,William Irby,Assistant Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Richmond VA 919 E Main St",william.irby@rbc.com,,Salesforce
11047773,Inactive Investor,Scott Hansen,,"Cadaret, Grant & Co., Inc. Scottsdale AZ 10197 N 92nd St",,,Salesforce
170104,,KARTHI NAGARAJAN,,[Unknown],winallnrk@gmail.com,,
9627380,,Gerald Wildon,,,gerald.wildon@cmacq.com,,List import
11238930,Inactive Investor,Michael Moore,,Griffin Capital Sec,mmoore@griffincapital.com,,Salesforce
11014360,Inactive Investor,Jonathan Theberge,,Key Investment Services LLC,jonathan.theberge@key.com,,Salesforce
10929746,Inactive Investor,Matthew Okkerse,Chief Compliance Officer;Chief Financial Officer,Herr Investment Group LLC,mokkerse@herrinvest.com,,Salesforce
9594731,,John Anderson,,,jhandersonholdings@mac.com,,List import
10936213,Inactive Investor,Carol Ashmen,Investment Advisor,"Atlantic Financial Services, Inc.",carol.ashmen@atlanticfinancialservicesinc.com,,Salesforce
11208318,Inactive Investor,Ryan Rabold,,"Westminster Financial Securities, Inc.",rrabold@westminsterfinancial.com,,Salesforce
9571852,,DAndre Colbert,,,dcamerrio@gmail.com,,List import
10890654,Inactive Investor,Mark Wanless,Financial Advisor,Edward Jones Hinsdale IL 104 Chestnut St,mark.wanless@edwardjones.com,,Salesforce
11238139,Inactive Investor,John Cranford,,Wilmington Trust Co,jcranford@wilmingtontrust.com,,Salesforce
11060734,Inactive Investor,Evelio Mejias Andrade,,NYLIFE Securities LLC Broomfield CO 370 Interlocken Blvd,emejiasandra@ft.newyorklife.com,,Salesforce
10938733,Inactive Investor,Arben Arifi,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC San Francisco CA 5655 Geary Blvd,arben.arifi@jpmorgan.com,,Salesforce
11219771,,Beau Ruff,,,beau.ruff@lpl.com,,Other
11090285,Inactive Investor,Vincent Voulo,,Vanguard Marketing Corporation,vincent_voulo@vanguard.com,,Salesforce
10819131,Inactive Investor,Vernon Folks,Financial Advisor,Edward Jones Cedar Hill TX 105 S Main St,vernon.folks@edwardjones.com,,Salesforce
214079,,Kaspar Savi,,Kasp Sav,endorphine007@gmail.com,,Webinar
11181688,Inactive Investor,Eric Hansen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10805713,Inactive Investor,Lawrence Baker,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",lawrence.baker@wellsfargoadvisors.com,,Salesforce
10856401,Inactive Investor,Craig Senn,,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
11191103,Inactive Investor,John Tomko,,"Raymond James Financial Services, Inc. Richmond VA 9000 W Huguenot Rd",mark.tomko@raymondjames.com,,Salesforce
10969947,Inactive Investor,Deven Amann-Rao,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",deven.amann-rao@equitable.com,,Salesforce
9552266,,Joseph Nesler,,,josephnesler@gmail.com,,List import
230036,, -,,[[Unknown]],onetime.cartagena55@gmail.com,,
141138,,Zalman Sherman,,"Hartree Partners, LP",zjs102@gmail.com,8456412004,
10899968,Inactive Investor,Larry Hightower,Chief Executive Officer;President,"Hightower & Boler, LLC",larry@hightowerandbolerllc.com,,Salesforce
9562696,,Dustin Sidhu,,,dsidhu@paraport.com,,List import
11260137,Inactive Investor,Inhoi Koo,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10911804,Inactive Investor,Michael Mason,,"J.W. Cole Financial, Inc. Rochester NY 3445 Winton Pl",,,Salesforce
321907,,Sarah Burnett,VP Market Data Services,Rabobank Intl,sarah.burnett@rabobank.com,,Manual List Upload
11208471,Inactive Investor,Jodi Sorenson,Registered Associate,"Wells Fargo Advisors Financial Network, LLC Alexandria MN 710 Broadway St",jodi.sorenson@wfafinet.com,,Salesforce
10808844,Inactive Investor,Kristine Lewis,Paraplanner,"Ameriprise Financial Services, LLC Springfield OH 239 E Columbia St",kristine.j.lewis@ampf.com,,Salesforce
60727,,Alexandra Fuhrmann,Managing Director,"CIBC Private Wealth Advisors, Inc.",afuhrmann@atlantictrust.com,212-259-3800,
9591300,,Cole Kuhlers,,,colekuhlers@gmail.com,,List import
11205524,Inactive Investor,Juliana Sedmakova,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,juliana.sedmakova@jpmorgan.com,,Salesforce
10938533,Inactive Investor,Anne Sever,,Morgan Stanley Anchorage AK 2550 Denali St,,,Salesforce
11136806,Inactive Investor,Natalie Collins,Regional Supervisory Principal,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",,,Salesforce
10843377,Inactive Investor,Connie Nader,Financial Advisor,Edward Jones Edmond OK 755 W Covell Rd,connie.nader@edwardjones.com,,Salesforce
9558720,,Brenda Gentry,,,mscryptomom@gmail.com,,List import
11171856,Inactive Investor,Brian Dean,Senior Financial Advisor,"United Brokerage Services, Inc Morgantown WV 990 Elmer Prince Dr",,,Salesforce
10824198,Inactive Investor,Christopher Piczak,Financial Advisor,"Voya Financial Advisors, Inc. Lake Ridge VA Private Residence",chris.piczak@voya.com,,Salesforce
10962702,Inactive Investor,Cole Lilley,,"MML Investors Services, LLC Champaign IL 701 Devonshire Dr",,,Salesforce
10763540,Inactive Investor,Ziauddin Mahmood,,"Osaic Wealth, Inc. Saint Louis MO 11475 Olde Cabin Rd",zmahmood@royalaa.com,,Salesforce
9559535,,Nathan Pick,,,nathan.d.pick@gmail.com,,List import
11229773,Inactive Investor,Rebecca Carcione,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",,,Salesforce
9595878,,Mario Schneider,,,mariokuzner@gmail.com,,List import
11009074,Inactive Investor,Frank Grote,,LPL Financial LLC Naperville IL 503 N Washington St,frank.grote@lpl.com,,Salesforce
11015208,Inactive Investor,Maria Madrid,,"Allstate Financial Services, LLC Las Vegas NV 501 S Rancho Dr",mmadrid@allstate.com,,Salesforce
10957697,Inactive Investor,Emmy Zhang,,Edward Jones Las Vegas NV 9750 Covington Cross Dr,emmy.zhang@edwardjones.com,,Salesforce
48513,,Scott Bingham,Financial Consultant,Thrivent Investment Management Inc.,scott.bingham@thrivent.com,,
10916318,Inactive Investor,Melissa Smith,,LPL Financial LLC Loxahatchee FL Private Residence,melissa.smith@lpl.com,,Salesforce
11141665,Inactive Investor,Myra Pierotti,Senior Client Associate,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",myra.pierotti@raymondjames.com,,Salesforce
10878099,Inactive Investor,Debra Anton,,"Cambridge Investment Research, Inc. Wichita KS Private Residence",,,Salesforce
9590677,,j k,,,kight13@gmail.com,,List import
10868362,Inactive Investor,Kevin Ervin,Managing Director;Senior Financial Planner,"Market Street Wealth Management Advisors, LLC",kevine@mswma.com,,Salesforce
10824808,Inactive Investor,Christopher Zang,Financial Advisor,Edward Jones Chesterfield MO 203 Chesterfield Towne Ctr,chris.zang@edwardjones.com,,Salesforce
10919083,Inactive Investor,James Richmond,,"Hornor, Townsend & Kent, LLC Hummels Wharf PA 1969 N Susquehanna Trl",jrichmond@htk.com,,Salesforce
10801119,Inactive Investor,Marc Vantricht,,"EarlyBirdCapital, Inc. New York NY 366 Madison Ave",mvantricht@earlybirdcapital.com,,Salesforce
9613710,,Stuart Michler,,,smichler@calixtoglobal.com,,List import
9598807,,Stephen Gonzalbo,,,support@writersventure.com,,List import
9619323,,Charles Lowenhaupt,,,cal@lowenchas.com,,List import
349903,,Kimberly Kelly,Partner,"Flagship Harbor Advisors, Llc",kimberly.kelly@flagshipharbor.com,857-350-4229,Manual List Upload
9599258,,KSS Underground,,,kssunderground@gmail.com,,List import
10990346,Inactive Investor,Paul Mayes,Investment Advisor Representative,"Shankland Financial Advisors, LLC",,,Salesforce
11189573,Inactive Investor,Christian Calderon,Financial Advisor,J.P. Morgan Securities LLC Garland TX 1000 W Centerville Rd,christian.calderon@jpmorgan.com,,Salesforce
11152162,Inactive Investor,Matthew Webber,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fairfield CT 1495 Black Rock Tpke",matthew.r.webber@ampf.com,,Salesforce
10825984,Inactive Investor,Charles Barker,,Cetera Advisor Networks LLC Saint Louis MO 11600 Manchester Rd,cbarker@ceteranetworks.com,,Salesforce
236657,, -,,[[Unknown]],indranil.thakur007@gmail.com,,
5947737,,Margaret D Torres,,,werob55625@razuz.com,,Web Form Fillout
11167497,Inactive Investor,Spencer Judd,,Citigroup Global Markets Inc.,,,Salesforce
10978589,Inactive Investor,Samantha Lovering,,William Blair New York NY 1166 Avenue of the Americas,slovering@williamblair.com,,Salesforce
11105546,Inactive Investor,Travis Jaggers,Vice President - Investments,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",travis.jaggers@raymondjames.com,,Salesforce
9554637,,Willard Umphrey,,,wumphrey@usboston.com,,List import
10946474,Inactive Investor,James Chilcott,,Goldman Sachs & Co.,james.chilcott@gs.com,,Salesforce
10927662,Inactive Investor,Kole Petersen,Financial Advisor,LPL Financial LLC Fort Dodge IA 1725 1st Ave S,kole.petersen@lpl.com,,Salesforce
10930110,Inactive Investor,Steven Wong,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",steven.wong@tfaconnect.com,,Salesforce
11221120,,Derek Calton,,,derek@domiinvestors.com,,List Import
10790333,Inactive Investor,Robert Joel,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Member,"Salvus Wealth Management, LLC Jacksonville FL 6022 San Jose Blvd",bjoel@salvuswealth.com,,Salesforce
9606104,,Natalie M,,,medvedevn14@gmail.com,,List import
9567080,,jake monteiro,,,jmonteiro@enreps.com,,List import
11023952,Inactive Investor,David Bidwell,,"Allstate Financial Services, LLC Denver CO 7550 W Yale Ave",davidbidwell@allstate.com,,Salesforce
48214,,Nathan Burcham,,"Securities America Advisors, Inc.",nathan.burcham@securitiesamerica.com,865-588-2820,
10980405,Inactive Investor,Andrew Dowell,Chief Operating Officer,"Arkos Global Advisors, LLC",cale.dowell@archetypewealth.com,,Salesforce
11096592,Inactive Investor,John Mcdermott,,"Empower Financial Services, Inc",john.mcdermott@empower.com,,Salesforce
9586834,,Steff Bell,,,steff@futurekomfort.com,,List import
10924012,Inactive Investor,Melanie Turner,,"Raymond James Financial Services, Inc. Pensacola FL 236 W Garden St",melanie.turner@raymondjames.com,,Salesforce
11123675,Inactive Investor,Steven Schweickart,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",steven.schweickart@ml.com,,Salesforce
10867885,Inactive Investor,Mouffak Alkassar,Private Client Investment Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mouffak.alkassar@jpmorgan.com,,Salesforce
9591872,,Philip Mooberry,,,philip@cadcapital.com,,List import
9571243,,James Pan,,,james@miuraglobalhk.com,,List import
225960,, -,,[[Unknown]],eladendorf@gmail.com,,Initial Salesforce Import
11029245,Inactive Investor,Suleiman Samandar,,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,suleiman.samandar@jpmorgan.com,,Salesforce
10854373,Inactive Investor,James Divirgilio,Board Member;Chief Compliance Officer;Co-Founder;Managing Member;Partner,"Chacon Diaz & Di Virgilio Wealth Management, LLC",jdivirgilio@cddwealth.com,,Salesforce
11229873,Inactive Investor,Stephen McLain,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",stephen.mclain@nm.com,,Salesforce
11093595,Inactive Investor,James Dew,Chief Compliance Officer;Chief Executive Officer;Founder,Dew Wealth Management,jim@dewwealth.com,,Salesforce
10351012,,Maxwell Schilling,,,schilling.max@gmail.com,,Web Form Fillout
10234671,,Taylor Van Neste,,,tmvanneste@gmail.com,,Web Form Fillout
9573454,,Michael Abatemarco,,,mabatemarco@canyonpartners.com,,List import
9554747,,Daniel Ball,,,dball@spcfinancial.com,,List Import
10986162,Inactive Investor,Dane Spealman,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10871312,Inactive Investor,John-Michael Lenahan,,"Sanford C. Bernstein & Co., LLC Miami FL 701 Brickell Ave",john.lenahan@bernstein.com,,Salesforce
10891176,Inactive Investor,Jessie Schultz,Financial Advisor,Edward Jones Charles City IA 218 N Main St,jessie.sindlinger@edwardjones.com,,Salesforce
11127050,Inactive Investor,Michael Emanuele,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",mike.emanuele@ml.com,,Salesforce
11211038,Inactive Investor,Ezequiel Medina,,Thrivent Investment Management Inc.,ezequiel.medina@thrivent.com,,Salesforce
10904220,Inactive Investor,Michael Tottori,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",michael.tottori@raymondjames.com,,Salesforce
11194387,Inactive Investor,Michael Celello,,Morgan Stanley New York NY 1585 Broadway,michael.celello@morganstanley.com,,Salesforce
9633884,,Bo Shin,,,unparallelparadox@gmail.com,,List import
9591577,,Vanmi Hua,,,vanmi710@gmail.com,,List import
10986734,Inactive Investor,Michael Brown,Financial Advisor,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,michael.brown@thrivent.com,,Salesforce
10938385,Inactive Investor,Nicholas Zampiello,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9587741,,Steve Moukabaa,,,steve.moukabaa@gmail.com,,List import
10952214,Inactive Investor,Ariana Larriviere,,Fidelity Brokerage Services LLC,,,Salesforce
11016792,Inactive Investor,Madeline Runyan,Client Service Associate,Morgan Stanley Modesto CA 1020 10th St,madeline.runyan@morganstanley.com,,Salesforce
11201729,Inactive Investor,Jonathan Frame,,"Peak Brokerage Services, LLC",,,Salesforce
10993245,Inactive Investor,Alex Villa,,J.P. Morgan Securities LLC La Puente CA 925 N Hacienda Blvd,alex.villa@jpmorgan.com,,Salesforce
9621025,,ayman Barakat,,,aymanjb@hotmail.com,,List import
10874949,Inactive Investor,Stephan Amvame Ekekang,Financial Solutions Advisor;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belmont NC 645 Park St",,,Salesforce
217487,,dave terwilliger,,[Unknown],dterwilliger@rwbaird.com,,
10645306,,David Downs,,,ddowns@lakeshoresecurities.com,,List Import
10901124,Inactive Investor,Ajay Nagireddy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
235562,, -,,[[Unknown]],dani0valerian@gmail.com,,
10967823,Inactive Investor,Stephen Gillmore,,"Wells Fargo Clearing Services, LLC San Andreas CA 169 E Saint Charles St",,,Salesforce
9583126,,Susan Cantus,,,scantus@farrmiller.com,,List import
10986066,Inactive Investor,Aidan Borguet,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11026888,Inactive Investor,Dianna Pannebaker,,"Avantax Investment Services, Inc. Mansfield PA 16859 Rte 6",,,Salesforce
10656269,,Boyd Klingler,,,bklingler@brileywealth.com,,List Import
10995048,Inactive Investor,Sam Mccormick,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
9637029,,Philip Platt,,,philip@coldstream.com,,List import
10764464,Inactive Investor,Carolina Uribe Cemin,,Morgan Stanley Miami FL 200 S Biscayne Blvd,carolina.uribecemin@morganstanley.com,,Salesforce
1519685,,James Lynch,,,jlynch915@yahoo.com,,Web Form Fillout
11071898,Inactive Investor,Navita Raghubeer,,J.P. Morgan Securities LLC New York NY 35 E 72nd St,,,Salesforce
46716,,Joseph Dionisio,"Advanced Planner, Senior Managing Director","First Republic Investment Management, Inc.",jdionisio@firstrepublic.com,,
9564710,,Evan Chang,,,echang@advisornet.com,,List import
238960,,Ji Kim,,United States,serenechaseji@gmail.com,,
10969378,Inactive Investor,Matthew Abramo,,"Osaic Wealth, Inc. Novato CA 1500 Grant Ave",,,Salesforce
11062980,Inactive Investor,Robert Anderson,,"Osaic Wealth, Inc. Chico CA 353 E 2nd St",,,Salesforce
9570186,,p a,,,paul@aol.com,,List import
242924,,Paula Strumbly,Wealth Advisor,LPL Financial,pstrumbly@stratoswp.com,,Manual List Upload
10998565,Inactive Investor,Brian Jernigan,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,,,Salesforce
11154507,Inactive Investor,Peter Lupone,,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",peter.lupone@valic.com,,Salesforce
11036877,Inactive Investor,Anne Krall,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,anne.krall@primerica.com,,Salesforce
11178599,Inactive Investor,Ashley Till,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,ashley.n.till@jpmorgan.com,,Salesforce
10949508,Inactive Investor,Harryson Franz,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,harryson.franz@fmr.com,,Salesforce
11154714,Inactive Investor,Cathleen McCloy,,LPL Financial LLC Cape Charles VA Private Residence,cathleen.mccloy@lpl.com,,Salesforce
10846184,Inactive Investor,Aastha Chopra,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10760908,Inactive Investor,Erin Fox,Associate Vice President;Financial Advisor;Insurance Planning Director,Morgan Stanley McLean VA 1650 Tysons Blvd,erin.fox@morganstanley.com,,Salesforce
10985933,Inactive Investor,Tahimana Ahmad,,J.P. Morgan Securities LLC Suwanee GA 3695 Peachtree Pkwy,tahimana.ahmad@chase.com,,Salesforce
10998083,Inactive Investor,Desiree Villajin,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,desiree.villajin@fidelity.com,,Salesforce
232733,, -,,[[Unknown]],nutro359@aol.com,,Organic Search
10753820,Inactive Investor,Nicole Davis,,LPL Financial LLC Herndon VA 200 Spring St,,,Salesforce
9594571,,Matthew Horne,,,hornemj04@gmail.com,,List import
9616698,,Ty Hayes,,,travellite1310@gmail.com,,List import
10558866,,Matt Scheffelmaier,,,mattscheff@hotmail.com,,Web Form Fillout
11028905,Inactive Investor,Dallas Robertson,Financial Advisor,Edward Jones Jefferson City MO 3702 W Truman Blvd,dallas.robertson@edwardjones.com,,Salesforce
11031603,Inactive Investor,Austen Leninger,,Cetera Advisor Networks LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11079468,Inactive Investor,Jeffrey Pierce,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11200965,Inactive Investor,Bernard Wurts,,"Professional Financial Advisors, LLC Overland Park KS 9300 W 110th St",,,Salesforce
9567895,,giovanni torres,,,segahekui@gmail.com,,List import
10818954,Inactive Investor,Rupak Mehta,,Evercore Group L.L.C.,rupak.mehta@evercore.com,,Salesforce
10969257,Inactive Investor,Rachael Bator,Team Lead;Wealth Advisor,Lake Street Advisors,rachael@lakestreetadvisors.com,,Salesforce
11161015,Inactive Investor,Richard Patterson,Program Manager,J.P. Morgan Securities LLC New York NY 2195 Frederick Douglass Blvd,richard.patterson@jpmorgan.com,,Salesforce
11223171,,Joel Floum,,,joel.floum@usbank.com,,List Import
11125150,Inactive Investor,Lucas Pyper,Associate Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",,,Salesforce
337554,,David Pinkerton,"Chief Executive Officer, Chief Investment Officer, Regulatory Contact","Alpha Leonis Partners, LLC",dpinkerton@alpllc.com,332-249-0050,Manual List Upload
10760062,Inactive Investor,Lawrence Manica,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Overland Park KS 9401 Indian Creek Pkwy",manical@stifel.com,,Salesforce
11050212,Inactive Investor,Megan Shoemake,,J.P. Morgan Securities LLC Carlsbad CA 699 Grand Ave,megan.l.shoemake@jpmorgan.com,,Salesforce
10870633,Inactive Investor,Bryan Roper,Financial Advisor,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",bryan.roper@wellsfargoadvisors.com,,Salesforce
10893472,Inactive Investor,Chad Belitz,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 5024 S Bur Oak Pl",chad.belitz@ampf.com,,Salesforce
10964763,Inactive Investor,Alain Brito,,"NewEdge Securities, Inc. Irvine CA 19200 Von Karman Ave",,,Salesforce
11088790,Inactive Investor,Robert Gant,Vice President,Stephens,cruncher.gant@stephens.com,,Salesforce
9641033,,J vanspanje,,,jvanspanje@hotmail.com,,List import
9599570,,Olivier Pendaries,,,olihotline@hotmail.com,,List import
9645440,,Jon Ferro,,,jferro10@bloomberg.net,,List import
197479,,Chris Sheehan,,[Unknown],crs1222@gmail.com,,Organic Search
10827949,Inactive Investor,Paul Marrella,Financial Advisor;Member;President,"Marrella Private Wealth, LLC",,,Salesforce
9605745,,Scott Nelson,,,snelson@bhz.com,,List import
10825524,Inactive Investor,Marcia Raidle,Financial Advisor,"Ameriprise Financial Services, LLC Winter Park FL 601 N New York Ave",marcia.l.raidle@ampf.com,,Salesforce
10853721,Inactive Investor,John Coates,,NYLIFE Securities LLC Nabb IN Private Residence,jcoates@ft.newyorklife.com,,Salesforce
11047622,Inactive Investor,Mark Pitre,Financial Planner;Member;Principal,California Financial Advisors San Ramon CA 2303 Camino Ramon,amillheim@calfinad.com,,Salesforce
11042767,Inactive Investor,Jeana Werner,Compliance Analyst,"Ameriprise Financial Services, LLC",jeana.l.werner@ampf.com,,Salesforce
11096963,Inactive Investor,Jennifer Gist,,Intrua Financial Fort Worth TX 8851 Camp Bowie W,jennifer@intrua.com,,Salesforce
11236377,Inactive Investor,Michele Brehm,Associate Wealth Advisor,Ellenbecker Investment Group,,,Salesforce
10606303,,Tao Ling,Head - Investment Research,Eagle Strategies LLC,tling@ft.newyorklife.com,212-576-7000,List import
9631463,,Emily Niemann,,,emily.buenn@gmail.com,,List import
11155742,Inactive Investor,Ashley Gajda,,"Raymond James & Associates, Inc. Livonia MI Private Residence",ashley.gajda@raymondjames.com,,Salesforce
11168963,Inactive Investor,Derrick Karsky,,"Farmers Financial Solutions, LLC Sioux Falls SD 2500 W 46th St",derrick.dkarsky@farmersagency.com,,Salesforce
10531788,,Gary Timco,CEO,Timco Group,gtimco@hotmail.com,252-571-3574,List Import
10767892,Inactive Investor,Perry Zeigler,Financial Advisor;Private Wealth Advisor,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,perry.zeigler@ubs.com,,Salesforce
10959365,Inactive Investor,Edgar Mendoza,,LPL Financial LLC El Paso TX 201 E Main Dr,edgar.mendoza@lpl.com,,Salesforce
10833410,Inactive Investor,Mark Risch,,"Stifel, Nicolaus & Company, Incorporated Denver CO 1401 Lawrence St",rischm@stifel.com,,Salesforce
10937846,Inactive Investor,Peter Rumsey,,"International Assets Advisory, LLC",,,Salesforce
11082819,Inactive Investor,Michael Espinoza,,Cetera Financial Specialists LLC Saginaw MI 515 N Washington Ave,michael.espinoza@ceterafs.com,,Salesforce
10916151,Inactive Investor,Aaron Agte,Chief Compliance Officer;Financial Advisor;Owner,"Graystone Advisor, LLC",,,Salesforce
10617832,,Caroline Pridmore,,,caroline.pridmore@ml.com,,List Import
11105204,Inactive Investor,Michael Hasenkampf,,J.P. Morgan Securities LLC Evergreen CO 1254 Bergen Pkwy,,,Salesforce
10874311,Inactive Investor,Sarah Rotwein,,"Stifel, Nicolaus & Company, Incorporated Scottsdale AZ 14850 N Scottsdale Rd",,,Salesforce
11056194,Inactive Investor,Mark Robbins,Relationship Banker,"Wells Fargo Clearing Services, LLC Mooresville NC 475 River Hwy",,,Salesforce
11073146,Inactive Investor,Mario Ciampi,Member,"CM Financial Advisors, LLC",mario@cmco-cpa.com,,Salesforce
11127727,Inactive Investor,Ronald Cornelison,Financial Consultant,LPL Financial LLC Corvallis OR 310 NW 7th St,ronald.cornelison@lpl.com,,Salesforce
10531798,,Steven Paille,Director - Compliance,Charles Schwab,steven.paille@schwab.com,9175883284,List Import
10839945,Inactive Investor,Michele Lindell,Business Development Manager;Operations Manager,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",michele.a.lindell@ampf.com,,Salesforce
349499,,Douglas Woods,Director - Research,"HealthView Asset Management, Inc.",dwoods@bamria.com,412-782-5400,
9628184,,Nancy Corrigan,,,nancy.corrigan@corrfinancial.com,,List import
10494397,,Christopher Wells,"Chief Compliance Officer, Financial Planner, Founder",Flourish Financial Planning,c.wells.infm@gmail.com,,List Import
10991939,Inactive Investor,Helen Davis,,MWA Financial Services Inc. Trinity NC 4911 Archdale Rd,helen.m.davis@mwarep.org,,Salesforce
11182642,Inactive Investor,David Clutter,Regional Vice President,PFS Investments Inc. Portland TN 124 Main St,david.clutter@primerica.com,,Salesforce
10975229,Inactive Investor,Gabrielle Lusk,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,gwoods.47kan@primerica.com,,Salesforce
10779515,Inactive Investor,Ryan Fause,Principal;Wealth Advisor,"Pinnacle Associates, Ltd. Red Bank NJ 47 Reckless Pl",rfause@pinnacle-ny.com,,Salesforce
10902097,Inactive Investor,Anthony Olsen,,"Wells Fargo Advisors Financial Network, LLC Omaha NE 11808 Miracle Hls",tony.olsen@wfafinet.com,,Salesforce
10939072,Inactive Investor,Brian Kelly,,NYLIFE Securities LLC Ottumwa IA 226 W Main St,brkelly@ft.newyorklife.com,,Salesforce
11077474,Inactive Investor,Gustavo Bom Conselho,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9632458,,Brett Lyons,,,brett@thirdweb.capital,,List import
343387,,David Feit,,None,daf1@optonline.net,7325464820,
10485009,,Costa Tzotzis,"Chief Compliance Officer, Financial Advisor, Managing Member",CST Financial Advisory LLC,stevetzotzis@yahoo.com,,List Import
10844897,Inactive Investor,Robert Dalldorf,Chief Compliance Officer;President,Falcon Capital Management Inc,rcdalldorf@falconcap.com,,Salesforce
9601163,,Simone Bogni,,,simonebogni94@hotmail.it,,List import
10850269,Inactive Investor,Kevin Cegelski,,LPL Financial LLC Marinette WI 2802 Cahill Rd,kevin.cegelski@lpl.com,,Salesforce
236471,, -,,[[Unknown]],rbnrob@gmail.com,,
10656178,,Lawrence Larocca,,,laroccal@hdvest.com,,List import
10800973,Inactive Investor,Jennifer Brandenburg,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Hagerstown MD 40 S Potomac St",jennifer.brandenburg@rbc.com,,Salesforce
6856252,,Sj Zm,,,xvcccfd59@gmail.com,,Web Form Fillout
9629296,,Stephen Wang,,,stephenwang@mdhk.com.hk,,List import
10871105,Inactive Investor,Daniel Malone,,"Kestra Investment Services, LLC Richardson TX 2600 N Central Expy",,,Salesforce
11039218,Inactive Investor,Dawson Nagel,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",dawson.nagel@nm.com,,Salesforce
10951239,Inactive Investor,Ricardo Hernandez,,"Bankers Life Securities, Inc. Rosedale NY 1 Cross Island Plz",ricardo.hernandez@bankerslife.com,,Salesforce
10958991,Inactive Investor,Lee Staton,,J.P. Morgan Securities LLC Palm Beach Gardens FL 7106 Fairway Dr,lee.staton@jpmorgan.com,,Salesforce
10657289,,Jason Wallace,,,jason.s.wallace@jpmorgan.com,,List Import
11216914,,Mary Gattuso,,,mgattuso@nb.com,,Other
9583719,,Napoleon Ayrault,,,domingohibrido@hotmail.com,,List import
11035879,Inactive Investor,Emma Vanderlick,,LPL Financial LLC Houston TX 1717 West Loop S,emma.vanderlick@lpl.com,,Salesforce
10617882,,Corey Hecht,,,corey_hecht@ml.com,,List Import
9585405,,Chris Ruppel,,,ccruppel@merioncapital.com,,List import
10647696,,Geoffrey Gervasini,,,tgervasini@wakefieldinc.com,,List import
11135603,Inactive Investor,Steven Usera,,PFS Investments Inc. Mount Pleasant SC 1156 Bowman Rd,steven.usera@primerica.com,,Salesforce
246190,,Not Provided,,Fidelity Investments,emery.realbird@fmr.com,,Manual List Upload
10908949,Inactive Investor,Tevin Jeannis,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",tevin.jeannis@wellsfargo.com,,Salesforce
10759608,Inactive Investor,William Schrader,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",bill.schrader@schwab.com,,Salesforce
201833,,Brian Noonan,Managing Partner,"Meridian Wealth Advisors, LLC",brian.noonan@meridianadvisors.com,512-717-5574,
11018844,Inactive Investor,Benjamin Disalle,,Cetera Advisor Networks LLC Westminster CO 8774 Yates Dr,,,Salesforce
10772695,Inactive Investor,Joel Feldman,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,joel.feldman@lpl.com,,Salesforce
10864006,Inactive Investor,Emily Fortson,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",emily.reistad@valic.com,,Salesforce
10964776,Inactive Investor,Aaron Thevenet,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,athevenet@ft.newyorklife.com,,Salesforce
10984271,Inactive Investor,Osvaldo De Kerkado-Rodriguez,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10822128,Inactive Investor,Quentin Kraft,Financial Advisor,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,qkraft@rwbaird.com,,Salesforce
10791855,Inactive Investor,Michael Cascio,Officer,"Enright, Mollin, Cascio & Ramusevic, Inc.",mcascio@emcradvisors.com,,Salesforce
10886775,Inactive Investor,Larry Siegfried,,"Osaic Wealth, Inc. Fort Collins CO 2401 Idledale Dr",,,Salesforce
11008464,Inactive Investor,Scott Matheson,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",scott.matheson@ampf.com,,Salesforce
10888797,Inactive Investor,Victor Laudadio,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9547482,,Muthurajan Jayakumar,,,registermjaya@gmail.com,,List import
7423679,,Purcell Smith,,,liwarid217@cyclesat.com,,Web Form Fillout
11219167,,David Gluch,,,david.gluch@invesco.com,,Other
10886973,Inactive Investor,Peter Carbonaro,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10921556,Inactive Investor,Mark Coffey,Chief Compliance Officer;Managing Member,"Hickory Financial Group, LLC Hickory NC 42 3rd St NW",mc@hickoryfinancialria.com,,Salesforce
10835085,Inactive Investor,Richard Beltram,Executive Director;Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,richard.m.beltram@morganstanley.com,,Salesforce
11079426,Inactive Investor,Robert Hopkins,Managing Director;Wealth Advisor,William Blair Baltimore MD 100 International Dr,rhopkins@williamblair.com,,Salesforce
10754636,Inactive Investor,Michael Rowland,Investment Advisor Representative,LPL Financial LLC Memphis TN 2693 Union Extended,michael.rowland@lpl.com,,Salesforce
11160024,Inactive Investor,Scott Weiss,Chief Compliance Officer;Personal Financial Advisor,Weiss Financial Group LLC,sweiss@weiss-financial.com,,Salesforce
11056647,Inactive Investor,Brandon Rondot,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,brondot@primerica.com,,Salesforce
10831022,Inactive Investor,Jeffrey Miller,,GWN Securities Inc. Churchville PA Private Residence,,,Salesforce
10779478,Inactive Investor,Carolyn Holliday,,Morgan Stanley Red Bank NJ 20 Linden Pl,carolyn.holliday@morganstanley.com,,Salesforce
11039270,Inactive Investor,Kathleen Steinbrecher,,"Cambridge Investment Research, Inc. Walnut Creek CA 1255 Treat Blvd",,,Salesforce
11077471,Inactive Investor,Parizad Chinoy,,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",,,Salesforce
11117955,Inactive Investor,Brett Bollaert,,"Osaic Wealth, Inc. Bloomfield Hills MI 300 E Long Lake Rd",,,Salesforce
11208395,Inactive Investor,Andrew Moore,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",andrew.j.moore@rbc.com,,Salesforce
9615530,,Zaid Haroon,,,zaid.haroon@p3connect.co,,List import
11145336,Inactive Investor,Louise Shim,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,louise.shim@morganstanley.com,,Salesforce
11157383,Inactive Investor,Mark Rossi,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Nashville TN 3102 West End Ave",,,Salesforce
211684,,Mike McNamara,Partner,Dentons,mike.mcnamara@dentons.com,,Content
10831508,Inactive Investor,Benjamin Leshem,Partner,"Wells Fargo Advisors Financial Network, LLC Highland Park IL 1849 Green Bay Rd",benjamin.leshem@wellsfargoadvisors.com,,Salesforce
9556459,,Mark Flowers,,,mark@privateportfolios.com,,List import
9641185,,Robert Wright,,,rwright@lpl.com,,List import
11167854,Inactive Investor,Yun-Yu Szu,,"CUSO Financial Services, L.P.",,,Salesforce
9596605,,jacques barreau,,,jbarreau@me.com,,List import
10510221,,Russel Deremer,,,deremer@aol.com,,List Import
10969735,Inactive Investor,Gregory Harris,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,gregory.harris@primerica.com,,Salesforce
11219765,,Samuel Depoy,,,sdepoy@cscapitalinc.com,,Other
10986528,Inactive Investor,Ross Piraino,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
11219797,,Scott Firth,,,sfirth@eatonvance.com,,Other
11072412,Inactive Investor,Steve Donarski,,"U.S. Bancorp Investments, Inc. Minneapolis MN 2420 Hennepin Ave",steve.donarski@usbank.com,,Salesforce
9610697,,Marisa Mason,,,marisaphe@gmail.com,,List import
10916281,Inactive Investor,John Cronin,,"American Independent Securities Group, LLC Eugene OR Private Residence",john@americanisg.com,,Salesforce
11207868,Inactive Investor,Andrew Fox,Client Service Associate,Morgan Stanley Omaha NE 13625 California St,,,Salesforce
10876865,Inactive Investor,Curran Hart,Financial Advisor,LPL Financial LLC San Jose CA 99 Almaden Blvd,curran.hart@lpl.com,,Salesforce
10764721,Inactive Investor,Louis Lanzalotto,Financial Advisor,"Ameriprise Financial Services, LLC Malvern PA Private Residence",louis.j.lanzalotto@ampf.com,,Salesforce
11018961,Inactive Investor,Max Borges,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
42591,,Jeffrey Reynolds,Advisor,Financial Council Asset Management Inc,jeffr@financialcouncil.com,410-821-9200,
9613070,,Olin Needle,,,olin.needle@heitman.com,,List import
10816014,Inactive Investor,Leo Syphus,,"SCF Securities, Inc.",lsyphus@scfsecurities.com,,Salesforce
6457484,,pozz vsxf,,,nopexij279@breazeim.com,,Web form fillout
10754140,Inactive Investor,Dustin Henderson,,"Raymond James Financial Services, Inc. Tampa FL 100 N Tampa St",dustin.henderson@raymondjames.com,,Salesforce
9591721,,liz anguiano,,,anguiankoliz@gmail.com,,List import
11109028,Inactive Investor,Ted Bell,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10858396,Inactive Investor,Miguel Castillo,Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC San Jose CA 1091 Lincoln Ave",miguel.castillo@wellsfargoadvisors.com,,Salesforce
9619587,,Benjamin Dominguez,,,bendominguez011@gmail.com,,List import
10786619,Inactive Investor,Jacob Chalupa,Senior Financial Advisor,The Huntington Investment Company Northwood OH 2550 Woodville Rd,,,Salesforce
9620325,,Wislet Metayer,,,wislet81@yahoo.com,,List import
9623762,,Michael Helou,,,michael.helou@bain.com,,List import
10984863,Inactive Investor,Jingdi Sun,,J.P. Morgan Securities LLC Diamond Bar CA 1100 S Diamond Bar Blvd,jingdi.sun@chase.com,,Salesforce
10923405,Inactive Investor,Robert Green,Vice President - Investments,"Capitol Securities Management, Inc. Marmora NJ 25 Roosevelt Blvd",rgreen@capitolsecurities.com,,Salesforce
10827184,Inactive Investor,Lisandro Enferri,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. New York NY 101 W 23rd St,lisandro.enferri@citi.com,,Salesforce
11096154,Inactive Investor,George Maccarelli,,Fidelity Brokerage Services LLC Morgantown WV 1288 Suncrest Town Centre Dr,george.maccarelli@fidelity.com,,Salesforce
9574813,,nov voll,,,novvoll@yahoo.com,,List import
10996894,Inactive Investor,David Lopez,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",david.lopez@equitable.com,,Salesforce
10879844,Inactive Investor,Melissa Osika,Associate Partner,Herr Capital Management LLC,mosika@herrcapital.com,,Salesforce
10973515,Inactive Investor,Michael Mattiussi,,Citigroup Global Markets Inc.,,,Salesforce
10646723,,James Johnson,,,jim.johnson@thrivent.com,,List Import
11048913,Inactive Investor,Lauren Zangardi Haynes,Chief Compliance Officer;Founder;Principal,Spark Financial Advisors,,,Salesforce
11155736,Inactive Investor,Ian Hamsher,,"Raymond James & Associates, Inc.",ian.hamsher@raymondjames.com,,Salesforce
10715736,,Jersy Cortez,,,jersjrkykcog48171911@gmail.com,8329383639,Web Form Fillout
11040968,Inactive Investor,Damon Eilek,Financial Advisor,Edward Jones Central Point OR 98 Freeman Rd,damon.eilek@edwardjones.com,,Salesforce
11000572,Inactive Investor,Ashley Whittaker,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",ashley.whittaker@tfaconnect.com,,Salesforce
11063252,Inactive Investor,Christopher Mercer,Vice President - Investments,"Raymond James & Associates, Inc. Mount Laurel NJ 3000 Atrium Way",christopher.mercer@raymondjames.com,,Salesforce
10801918,Inactive Investor,Angelica Betancourt,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Glendora CA 1343 E Gladstone St",angelica.betancourt@tfaconnect.com,,Salesforce
10970317,Inactive Investor,Joseph Scherer,,"W. Swartz & Co., LLC",jscherer@wswartz.com,,Salesforce
11017019,Inactive Investor,Keron McNeil,,"Pruco Securities, LLC. Brooklyn NY 33 35th St",keron.mcneil@prudential.com,,Salesforce
9574873,,Scott Kinsell,,,skinsell@stratoswp.com,,List import
9603415,,David Cates,,,dcates58@gmail.com,,List import
4228119,,Nasim Mohammad,,,bilquissaima14b@gmail.com,,Web Form Fillout
10888897,Inactive Investor,Carol Symons,,"U.S. Bancorp Investments, Inc. Irvine CA 13070 Yale Ave",carol.symons@usbank.com,,Salesforce
1902991,,Santosh Selekar,,,santoshselekar123@gmail.com,,
9609339,,Dean Lee,,,oggiecode3@yahoo.com,,List import
11082788,Inactive Investor,Andrew Castillo,,PFS Investments Inc. Chalfont PA 31 Oak Ave,andycastillo@primerica.com,,Salesforce
11234185,Inactive Investor,Lora Fitch,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
11085107,Inactive Investor,Peter Chamberlain,Chief Compliance Officer;President,BRC Management LLC,,,Salesforce
10784762,Inactive Investor,Jamison Holt,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jholt@tiaa-cref.org,,Salesforce
11080438,Inactive Investor,Michael Rinaldo,,Goldman Sachs & Co.,,,Salesforce
11171456,Inactive Investor,Robert Thompson,Financial Advisor,PFG Advisors Austin TX 6001 W William Cannon Dr,,,Salesforce
10787038,Inactive Investor,Christopher Kelly,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.b.kelly@jpmorgan.com,,Salesforce
10955021,Inactive Investor,David Sherron,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10892130,Inactive Investor,Kurt Denner,Financial Advisor,Edward Jones Mount Pleasant SC 1952 Long Grove Dr,kurt.denner@edwardjones.com,,Salesforce
11018988,Inactive Investor,Umit Apak,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",umit.apak@prudential.com,,Salesforce
238248,,chl@qone.kr Lee,,[Unknown],chl@qone.kr,,
10765950,Inactive Investor,Susan Sandhu,Financial Advisor,Morgan Stanley Dayton OH 4380 Buckeye Ln,leslie.sandhu@morganstanley.com,,Salesforce
11121147,Inactive Investor,Nicco Brown,,Interactive Brokers LLC Fort Lauderdale FL 401 E Las Olas Blvd,nbrown@interactivebrokers.com,,Salesforce
344058,,Roger Rodriguez,"Senior Vice President, Firm Founder",Creand Management,rrodriguez@betacap.com,305-358-8844,Manual List Upload
11161392,Inactive Investor,Kevin Agan,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
10910166,Inactive Investor,Katherine Lejong,,"Avantax Investment Services, Inc. Fort Smith AR 3101 S 70th St",,,Salesforce
10819430,Inactive Investor,Jennifer Makowski,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,jennifer.makowski@fidelity.com,,Salesforce
9626903,,Carlos Romay Sr,,,carlosromay@icloud.com,,List import
10929139,Inactive Investor,Julie Bell,,State Farm VP Management Corp. Bessemer AL 1821 13th Ave N,julie.bell.m04a@statefarm.com,,Salesforce
11202667,Inactive Investor,Theophilus Anim,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11021421,Inactive Investor,Rebecca Davis,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,rebecca.dvis.f6bl@statefarm.com,,Salesforce
11147041,Inactive Investor,Jesus Amador,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jesus.amador@ml.com,,Salesforce
9578515,,Josh findlay,,,josh.findlay1@gmail.com,,List import
10843881,Inactive Investor,Shawn Hittman,,"Raymond James Financial Services, Inc. Waukesha WI 20720 Watertown Rd",shawn.hittman@raymondjames.com,,Salesforce
10782625,Inactive Investor,Tristan McCarthy,,Fidelity Brokerage Services LLC,tristan.mccarthy@fidelity.com,,Salesforce
9587028,,Christopher Janik,,,chris.janik@transamerica.com,,List import
10973582,Inactive Investor,Ming Cheung,,"Pruco Securities, LLC. Flushing NY 3609 Main St",ming.cheung@prudential.com,,Salesforce
10903511,Inactive Investor,James Diserio,Financial Consultant,"Equitable Advisors, LLC Stockton CA 1746 Grand Canal Blvd",james.diserio@equitable.com,,Salesforce
9609175,,Nathan Avedian,,,nateaved@yahoo.com,,List import
11206761,Inactive Investor,Christa Ballew,Vice President;Wealth Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,christa.ballew@lpl.com,,Salesforce
10766270,Inactive Investor,Scott Kehoe,Financial Advisor,Park Avenue Securities LLC Westbrook ME 45 Bridgton Rd,scott_kehoe@glic.com,,Salesforce
9597538,,UZO MILLION JAMES,,,uzomillion247@gmail.com,,List import
9613425,,Blake Pontius,,,bpontius@williamblair.com,,List import
11064841,Inactive Investor,Reza Niazi-Sai,Family Wealth Advisor;Financial Advisor;First Vice President;International Client Advisor;Workplace Advisor - Equity Compensatio,Morgan Stanley Boston MA 28 State St,reza.niazisai@morganstanley.com,,Salesforce
11196876,Inactive Investor,Alexander Hosey,Financial Advisor,Edward Jones Cranston RI 95 Sockanosset Cross Rd,alexander.hosey@edwardjones.com,,Salesforce
10941340,Inactive Investor,Jesse Pigoni,Financial Advisor,Western Wealth Management LLC Canton OH 213 Market Ave N,,,Salesforce
9550555,,Hamed -,,,hamed.firouzi@gmail.com,,List import
238540,,Andrew Brooks,,Retired,abrooks919@gmail.com,4103825219,source
10844741,Inactive Investor,Michael Link,Financial Advisor,"Ameriprise Financial Services, LLC Hutchinson KS 1703 Landon St",michael.k.link@ampf.com,,Salesforce
11234570,Inactive Investor,Andrew Hess,Wealth Manager,Creative Planning Wilmington DE 1013 Centre Rd,andrew.hess@creativeplanning.com,,Salesforce
10788883,Inactive Investor,Matthew Young,Financial Advisor,LPL Financial LLC Rockford IL 2807 Charles St,matt.young@lpl.com,,Salesforce
11163348,Inactive Investor,Victor Jones,,"First Command Brokerage Services, Inc. Fairfield CA 1300 Oliver Rd",vpjones@firstcommand.com,,Salesforce
11051594,Inactive Investor,Frank Lepore,Investment Advisor Representative,Lepore Financial Services LLC,,,Salesforce
11034629,Inactive Investor,Helen Brewer,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",helen.brewer@empower.com,,Salesforce
10875953,Inactive Investor,Charles Gupton,,LPL Financial LLC McLean VA 8300 Greensboro Dr,charles.gupton@lpl.com,,Salesforce
10812541,Inactive Investor,Brian Leclercq,,Cetera Advisor Networks LLC Oswego IL Private Residence,leclercqb@ceteranetworks.com,,Salesforce
10871148,Inactive Investor,Steven Miller,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,steven.miller@fmr.com,,Salesforce
10911765,Inactive Investor,Alfred Labib,,Kovack Securities Inc. Hagerstown MD 5 Public Sq,alabib@ksifa.com,,Salesforce
10785190,Inactive Investor,Shelly Ruiz,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,shelly.ruiz@citi.com,,Salesforce
9614996,,Thomas Butler,,,tombutler4@hotmail.com,,List import
9546739,,Pete Pachal,,,pete@coindesk.com,,List import
10881610,Inactive Investor,Luis Rodriguez,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",luis.g.rodriguez@nm.com,,Salesforce
10827607,Inactive Investor,Jonathan Sawich,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Lebanon PA 919 Russell Dr",jonathan.sawich@wellsfargoadvisors.com,,Salesforce
11159008,Inactive Investor,Peter Rushton,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,peter.rushton@fidelity.com,,Salesforce
9591600,,Paul Turovsky,,,pturovsky@tninvestors.com,,List import
10859992,Inactive Investor,Daniel Tinsley,Financial Advisor,Commonwealth Financial Network Marlborough MA 400 Donald Lynch Blvd,,,Salesforce
10934801,Inactive Investor,Sean Glaede,,"Wells Fargo Clearing Services, LLC Salem OR 4605 River Rd N",sean.glaede@wfadvisors.com,,Salesforce
11064263,Inactive Investor,John Seculoff,Financial Advisor,Edward Jones Dowagiac MI 901 Spruce St,john.seculoff@edwardjones.com,,Salesforce
9628823,,Craig Mollet,,,craigmollet@msn.com,,List import
11195192,Inactive Investor,Ryan Garland,Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,ryan.garland@corient.com,,Salesforce
11121884,Inactive Investor,Thomas Skipper,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11184700,Inactive Investor,Christopher Fountain,,"RBC Capital Markets, LLC",,,Salesforce
11111847,Inactive Investor,Broadus Littlejohn,,Thrivent Investment Management Inc. Moscow ID 409 S Jackson St,rick.littlejohn@thrivent.com,,Salesforce
11002927,Inactive Investor,Christopher Isakhanian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10876425,Inactive Investor,Adam Hines,Financial Advisor,Edward Jones Billings MT 223 Shiloh Rd,adam.hines@edwardjones.com,,Salesforce
10855014,Inactive Investor,Eric Sappington,Vice President,J.P. Morgan Securities LLC Southport CT 292 Pequot Ave,,,Salesforce
11054852,Inactive Investor,Calvin Ma,,Citigroup Global Markets Inc.,,,Salesforce
10804383,Inactive Investor,Tyson Lybeck,Financial Advisor,Edward Jones New Richmond WI 227 S Arch Ave,tyson.lybeck@edwardjones.com,,Salesforce
11036620,Inactive Investor,Harry Tower,,Neuberger Berman BD LLC,harry.tower@nb.com,,Salesforce
5534162,,Ben Klick,,,bk2bk2@yahoo.com,,Web Form Fillout
8670579,,Bart Blom,,,bblom60@msn.com,,Web Form Fillout
10830713,Inactive Investor,David Felte,,NYLIFE Securities LLC Santa Rosa CA 2455 Bennett Valley Rd,,,Salesforce
9580168,,Jonathan Gassman,,,jgassman@gassmangolodny.com,,List import
10972348,Inactive Investor,Sam Tang,,J.P. Morgan Securities LLC Hayward CA 22370 Foothill Blvd,sam.tang@jpmorgan.com,,Salesforce
9616440,,Javanno Pinder,,,jahv3666@gmail.com,,List import
11086367,Inactive Investor,Victoria Rivoire,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,vrivoire@ft.newyorklife.com,,Salesforce
10874217,Inactive Investor,Jennifer Cortes,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,jennifer.cortes@us.hsbc.com,,Salesforce
10790255,Inactive Investor,Jennifer Maris,,J.P. Morgan Securities LLC Downers Grove IL 1200 Ogden Ave,jennifer.p.maris@jpmorgan.com,,Salesforce
11137003,Inactive Investor,Lisa Morrison,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",lisa_morrison@ml.com,,Salesforce
10816654,Inactive Investor,Christopher Clavin,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Berwyn PA 1235 Westlakes Dr,cclavin@janney.com,,Salesforce
10763987,Inactive Investor,Cary Murphy,Investment Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,cary.a.murphy@jpmorgan.com,,Salesforce
11155443,Inactive Investor,Eric Jonas,,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,,,Salesforce
11095866,Inactive Investor,Keith Southwick,Chief Executive Officer;Financial Planner;Owner;President,StraitGate Financial L.L.C.,keith@straitgatefinancial.com,,Salesforce
9565762,,Jeffrey G Boessen,,,jboessen@centralinvestment.net,,List import
10616178,,Joseph Guttilla,,,joe.guttilla@opco.com,,List Import
11012678,Inactive Investor,John Nay,Chairman,"Brooklyn Investment Group, LLC",,,Salesforce
11099799,Inactive Investor,Dominic Marco,Wealth Advisor,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10846495,Inactive Investor,Earl Falkner,,Cetera Advisors LLC Trussville AL 204 Main St,,,Salesforce
9647734,,Benjamin Baum,"SVP, CFP",UBS,ben.baum@ubs.com,305-536-9339,List import
94125,,Vijay Ayyar,,Luno - APAC,vijay@luno.com,,
11100503,Inactive Investor,Christina Doss,Managing Director;Shareholder,"Saltmarsh Financial Advisors, L.L.C.",christina.doss@saltmarshfa.com,,Salesforce
11073326,Inactive Investor,Robert Moffett,Chief Compliance Officer;Investment Advisor Representative;Member,Olive Ridley Private Client Services LLC,,,Salesforce
10812111,Inactive Investor,Brent Hoppe,Founder;Managing Member;Managing Partner;Regulatory Contact,"Guardian Wealth Strategies, LLC",brent@gwealth.com,,Salesforce
10934497,Inactive Investor,Andres Yepes,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,andres.yepes@primerica.com,,Salesforce
9635835,,Tristan Boysson,,,tristan.boysson@investcorp.com,,List import
10909863,Inactive Investor,Thong Phan,Regional Director,"Pruco Securities, LLC. Houston TX 1233 West Loop S",kenny.phan@prudential.com,,Salesforce
9648006,,Elyas Forstbauer,,,eforstbauer@gmail.com,,List import
10912317,Inactive Investor,John Navien,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11079678,Inactive Investor,Kimberly Martin,,Davenport & Company LLC,kmartin@investdavenport.com,,Salesforce
11154074,Inactive Investor,Nicholas Krenz,Financial Advisor,"Ameriprise Financial Services, LLC Boulder CO 1738 Pearl St",nick.krenz@ampf.com,,Salesforce
10869296,Inactive Investor,Paul Sun,Chief Compliance Officer;Chief Executive Officer;Chief Investment Strategist;Founder;President,"SunQuest Wealth Management, LLC",paul.sun@sunquestwm.com,,Salesforce
11176488,Inactive Investor,Olga Lineros,,J.P. Morgan Securities LLC Bayside NY 4122 Bell Blvd,olga.lineros@chase.com,,Salesforce
9616953,,Jol Said,,,sfera88@protonmail.com,,List import
11025984,Inactive Investor,Misty Freeman,,"N.I.S. Financial Services, Inc.",,,Salesforce
11128043,Inactive Investor,Richard Distefano,,LPL Financial LLC Mesa AZ 1136 E Harmony Ave,richard.distefano@lpl.com,,Salesforce
11017394,Inactive Investor,Kyle Chambers,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",,,Salesforce
10942207,Inactive Investor,Erik Drygas,,"Robinhood Financial, LLC Denver CO 2373 15th St",erik.drygas@robinhood.com,,Salesforce
370621,,John Ausura,,United States,jausura@icloud.com,,Salesforce
11080848,Inactive Investor,Kaitlin King,Financial Advisor,Edward Jones Benton AR 2101 Congo Rd,kaitlin.king@edwardjones.com,,Salesforce
10772037,Inactive Investor,Stefan Abrams,Chief Compliance Officer;Chief Executive Officer;Managing Director,Bryden-Abrams Investment Management LLC,,,Salesforce
10972377,Inactive Investor,Colton Growney,Senior Investment Research Analyst,"GYL Financial Synergies, LLC Wayne PA 100 W Lancaster Ave",cgrowney@gylfinsyn.com,,Salesforce
11159240,Inactive Investor,Angelina Gerovac,,The Huntington Investment Company Cleveland OH 200 Public Sq,angelina.gerovac@huntington.com,,Salesforce
10881921,Inactive Investor,Andrew Harbeck,Relationship Manager,Riverbridge,,,Salesforce
9548037,,Alain Franco,,,alainfranco@gmail.com,,List import
10822359,Inactive Investor,Brad Burbach,,PFS Investments Inc. Pewaukee WI N28W23000 Roundy Dr,brad.burbach@primerica.com,,Salesforce
11129440,Inactive Investor,David Gonzalez,,"Wells Fargo Clearing Services, LLC Saint George UT 592 N Mall Dr",david.gonzalez@wellsfargoadvisors.com,,Salesforce
8481008,,Connor Cassidy,,Morgan Stanley,connor.cassidy@morganstanley.com,,List Import
10756024,Inactive Investor,Horacio Choi,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",horacio.choi@wellsfargo.com,,Salesforce
226254,, -,,[[Unknown]],mig.hofmann@gmail.com,,Initial Salesforce Import
10889404,Inactive Investor,Johnny Johnson,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,johnny.johnsonjr@fmr.com,,Salesforce
11155941,Inactive Investor,Julie Ellenbecker-Lipsky,Chief Compliance Officer;Chief Executive Officer;President;Regulatory Contact;Senior Wealth Advisor,Ellenbecker Investment Group,julie@ellenbecker.com,,Salesforce
11038627,Inactive Investor,Jasmine Stepp,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
11147187,Inactive Investor,Ricky Garner,,"MML Investors Services, LLC Greer SC 109F Regency Commons Dr",rickygarner@financialguide.com,,Salesforce
11175146,Inactive Investor,Lauren Wyse,,"Allstate Financial Services, LLC Placentia CA 101 S Kraemer Blvd",laurenwyse@allstate.com,,Salesforce
11099449,Inactive Investor,David Rey,,"American Portfolios Financial Services, Inc.",drey@americanportfolios.com,,Salesforce
10773682,Inactive Investor,Joseph Mezatis,,GWN Securities Inc. Henderson NV 2470 Saint Rose Pkwy,joe@gwnsecurities.com,,Salesforce
10864378,Inactive Investor,Terry Tang,,Emerson Equity LLC Palos Verdes Peninsula CA 655 Deep Valley Dr,ttang@emersonequity.com,,Salesforce
10659638,,Jacqueline Ramirez-Martinez,,,jackie.ramirez-martinez@chase.com,,List Import
11049463,Inactive Investor,Nancy May,Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,nancy.may@morganstanley.com,,Salesforce
6222966,,Elizabeth Obie,,,elizabethfirst8@gmail.com,,Web Form Fillout
9542192,,Dietmar Schantl-Ransdorf,,,dsr@privatkanzlei.at,,List import
11064837,Inactive Investor,Lawrence Perez,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",lawrence.perez@valic.com,,Salesforce
228930,, -,,[[Unknown]],volf743@gmail.com,,Organic Search
11068654,Inactive Investor,Howard Lichstrahl,Chief Investment Officer;Compliance Officer;Managing Member,"H. L. Lichstrahl & Company, LLC",howard@lichstrahl.com,,Salesforce
11183053,Inactive Investor,Albert Chernay,,"Allstate Financial Services, LLC Hurst TX 601 W Harwood Rd",albertchernay@allstate.com,,Salesforce
10937638,Inactive Investor,Zhaohui Zhang,,Goldman Sachs & Co.,,,Salesforce
11134469,Inactive Investor,Wade Harrington,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",wade.harrington@nm.com,,Salesforce
10995486,Inactive Investor,Jordan Zamzow,,"Northwestern Mutual Investment Services, LLC Long Beach CA 100 W Broadway",jordan.zamzow@nm.com,,Salesforce
10901265,Inactive Investor,Kenneth Potts,,J.P. Morgan Securities LLC Tenafly NJ 115 County Rd,kenneth.x.potts@chase.com,,Salesforce
10924042,Inactive Investor,Scott Shriver,Financial Consultant;Investment Officer,"First Citizens Investor Services, Inc. Henrico VA 10501 Patterson Ave",scott.shriver@firstcitizens.com,,Salesforce
11158460,Inactive Investor,Zachary Kelly,Premier Relationship Banker,"First Citizens Investor Services, Inc. Garner NC 2520 Timber Dr",zach.kelly@firstcitizens.com,,Salesforce
10901387,Inactive Investor,Allan Davies,Financial Consultant,Thrivent Investment Management Inc. Greenville WI W6929 Parkview Dr,al.davies@thrivent.com,,Salesforce
9572345,,Mark Mathis,,,mathism93@yahoo.com,,List import
11068158,Inactive Investor,Paris Cheng,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,paris.l.cheng@chase.com,,Salesforce
11072583,Inactive Investor,Alexander Conry,,J.P. Morgan Securities LLC Saco ME 520 Main St,alexander.conry@jpmorgan.com,,Salesforce
185661,,Elizabeth Raymond,Director,"Rinet Company, LLC",ehr@rinetco.com,617-488-2744,
10856525,Inactive Investor,Agnes Roach,Financial Advisor,LPL Financial LLC Gurnee IL Private Residence,agnes.roach@lpl.com,,Salesforce
10835505,Inactive Investor,Howard Baughman,Financial Advisor,LPL Financial LLC Tampa FL 8903 Regents Park Dr,howard.baughman@lpl.com,,Salesforce
10845982,Inactive Investor,Chad Lay,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",chad.lay@cunamutual.com,,Salesforce
10886095,Inactive Investor,Edward Keenan,Vice President,J.P. Morgan Securities LLC Doylestown PA 318 N Main St,edward.keenan@jpmorgan.com,,Salesforce
10980525,Inactive Investor,Herb Meiberger,Chief Compliance Officer;Managing Principal,"Gator Investment Advisors, LLC",,,Salesforce
11136386,Inactive Investor,Fernando Lomeli Cesate,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11016231,Inactive Investor,Wolfgang Lohrer,,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",,,Salesforce
10889324,Inactive Investor,Brian Glenn,Chief Investment Officer,"Premier Path Wealth Partners, LLC",b.glenn@premierpath.com,,Salesforce
11085668,Inactive Investor,Tarek Salhab,,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",tarek.salhab@raymondjames.com,,Salesforce
10616541,,Ryan Connelly,,,ryan.connelly@lpl.com,,List Import
10954484,Inactive Investor,Benjamin Stocum,,"First Command Brokerage Services, Inc. Greenville SC 33 Market Point Dr",bestocum@firstcommand.com,,Salesforce
11022984,Inactive Investor,Brandon Moore,,Citigroup Global Markets Inc.,,,Salesforce
10976610,Inactive Investor,Markisha Jones,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,markisha_allen@vanguard.com,,Salesforce
10753090,Inactive Investor,Chiehfu Lu,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",chiehfu.lu@raymondjames.com,,Salesforce
10818182,Inactive Investor,David Loiter,,Vanguard Marketing Corporation,david_loiter@vanguard.com,,Salesforce
10770824,Inactive Investor,Jason Clayton,,"Kestra Investment Services, LLC Columbia SC 1724 Saint Julian Pl",,,Salesforce
11080641,Inactive Investor,Kaden Adams,,"Equitable Advisors, LLC Andover KS 320 W Central Ave",kaden.adams@equitable.com,,Salesforce
10947412,Inactive Investor,Suzanne Lemke,,"Allstate Financial Services, LLC Clarence Center NY 9450 Clarence Center Rd",suzannelemke@allstate.com,,Salesforce
10929772,Inactive Investor,Leslie Daniels-Echols,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,leslie.danielsechols@primerica.com,,Salesforce
10919428,Inactive Investor,William Giaquinto,,LPL Financial LLC North Haven CT 1 Saint John St,william.giaquinto@lpl.com,,Salesforce
10773714,Inactive Investor,Santo Famulare,Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,sfamulare@rockco.com,,Salesforce
10919324,Inactive Investor,Allison Krider,Associate Financial Advisor,"RBC Capital Markets, LLC Naples FL 800 Laurel Oak Dr",allie.krider@rbc.com,,Salesforce
10699091,,Alex Wonnell,,,readanexerciseinconcentration@gmail.com,,Web Form Fillout
10914491,Inactive Investor,Ciara O'Donnell,,TD Private Client Wealth LLC,,,Salesforce
11047148,Inactive Investor,Michael Aquino,Investment Advisor Representative;Managing Partner;Regulatory Contact,"Western New York Financial Group, LLC",maquino@wnyfg.com,,Salesforce
11003102,Inactive Investor,Troy Gribnau,,Edward Jones Webster NY 1027 Ridge Rd,,,Salesforce
10618088,,Todd Balber,,,tbalber@weg1.com,,List Import
181764,,Chad Gerhardstein,,[Unknown],chad.gerhardstein@pwc.com,,Event
6281287,,sadwer WER,,,cerahi1785@cmeinbox.com,,Web Form Fillout
10990232,Inactive Investor,Lillian Kozak,,Sigma Financial Corporation Harper Woods MI 20789 Harper Ave,,,Salesforce
10816033,Inactive Investor,Keith Tobias,,"Kestra Investment Services, LLC Boston MA 265 Franklin St",,,Salesforce
10783855,Inactive Investor,Danielle Bartkus,Account Executive,Janney Montgomery Scott LLC Monongahela PA Private Residence,dbartkus@janney.com,,Salesforce
10767486,Inactive Investor,Pamela Hintz,Compliance Manager,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",pamela.hintz@raymondjames.com,,Salesforce
10876408,Inactive Investor,Sandra Whitehead,,"Cambridge Investment Research, Inc. Omaha NE 16820 Frances St",,,Salesforce
11063858,Inactive Investor,Craig Jasper,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,craig.jasper@primerica.com,,Salesforce
344827,,Sarah Marchitto,Assistant Property Manager,Bridge Investment Group,s.marchitto@bridgeig.com,801-716-1463,Manual List Upload
11010596,Inactive Investor,Jake Wright,,"W&S Brokerage Services, Inc. Mansfield OH 1989 W 4th St",,,Salesforce
10842257,Inactive Investor,Sean Pettengill,,"Cambridge Investment Research, Inc. South Hadley MA 460 Newton St",,,Salesforce
10771498,Inactive Investor,Richard Coakley,Managing Member;Owner,Waypoint Strategic Advisors,,,Salesforce
10966836,Inactive Investor,Amy Pearson,Financial Advisor,Thrivent Investment Management Inc. New Ulm MN 108 S Minnesota St,amy.pearson@thrivent.com,,Salesforce
10836693,Inactive Investor,Matthew Christy,Financial Advisor,Edward Jones Superior WI 1107 Tower Ave,matt.christy@edwardjones.com,,Salesforce
10947975,Inactive Investor,Anthony Gordon,Financial Advisor,Thrivent Investment Management Inc. Johnston IA 8797 NW 54th Ave,anthony.gordon@thrivent.com,,Salesforce
9629687,,Jeremy K,,,jklepner@jasperridge.com,,List import
11046419,Inactive Investor,Dennis Cunningham,,LifeMark Securities Corp. Knoxville TN 924 Scenic Dr,dcunningham@lifemark.com,,Salesforce
10773032,Inactive Investor,Richard Siderowf,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",richard.siderowf@rbc.com,,Salesforce
10405356,,SUMIT MITTAL,,,hcs062012@gmail.com,,Web Form Fillout
11169096,Inactive Investor,Frank Cunnane,,"Ameriprise Financial Services, LLC Chardon OH 113 N Hambden St",frank.cunnane@ampf.com,,Salesforce
10942619,Inactive Investor,Daniel Comastra,,Fidelity Brokerage Services LLC,daniel.comastra@fidelity.com,,Salesforce
9636804,,Sheri Hawkins,,,shawkins@ntrs.com,,List import
10772557,Inactive Investor,Ricardo Balmaseda,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Danbury CT 1 Reserve Rd",ricardo.balmaseda@benjaminfedwards.com,,Salesforce
10784242,Inactive Investor,Jill Jacobson,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",jill.conda@wellsfargoadvisors.com,,Salesforce
10505883,,Reid Johnson,Manager,TPG,reid@theplanninggroup.com,602-692-6373,List import
245579,,Vinay Nair,Founder and CEO,Tifin,vinay@tifin.com,,Manual List Upload
10987350,Inactive Investor,Tyler Luke,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,tluke@ft.newyorklife.com,,Salesforce
11002690,Inactive Investor,Thomas Hanrahan,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,thomas.o.hanrahan.xgq1@statefarm.com,,Salesforce
10835236,Inactive Investor,Christopher Frayne,Director - Wealth Planning,Sigma Investment Counselors,,,Salesforce
10888163,Inactive Investor,Scott Long,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Deckerville MI 3473 Main St",scott.c.long@ampf.com,,Salesforce
11029384,Inactive Investor,Nancy Snodgrass,,Key Investment Services LLC Falmouth ME 256 US Rte 1,nancy.snodgrass@key.com,,Salesforce
9604470,,Siddique Noonari,,,sid.noonari@gmail.con,,List import
10892733,Inactive Investor,Traci Kulinski,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",traci.kulinski@tiaa.org,,Salesforce
351474,,Cheryl Derosa,Senior Compliance Manager/Advisor Relationships,"Great Valley Advisor Group, Inc.",cderosa@greatvalleyadvisors.com,302-483-7200,Manual List Upload
11160265,Inactive Investor,Terry Washburn,,"Securities Management & Research, Inc. Cordova TN 763 Walnut Knoll Ln",twashburn@smrone.com,,Salesforce
10860588,Inactive Investor,Mary Vincent,,B. Riley Wealth Management Lafayette LA 101 Rue Fontaine,maryellenvincent@brileywealth.com,,Salesforce
10658260,,Cathleen Oken,,,coken@calamos.com,,List Import
10941194,Inactive Investor,Colleen Carlson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,colleen.carlson@fidelity.com,,Salesforce
10995956,Inactive Investor,Ursula Navarrete Gutierrez,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",ursula.navarrete@nm.com,,Salesforce
344698,,Craig Black,Finance Analyst,Abrdn Capital Partners Llp,craig.black@standardlife.com,011-441-312450055,Manual List Upload
11147059,Inactive Investor,Mara Harvey,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,mara.harvey@primerica.com,,Salesforce
11106039,Inactive Investor,Stephen Selige,Financial Advisor,Edward Jones Olyphant PA 1444 E Lackawanna St,steve.selige@edwardjones.com,,Salesforce
10928015,Inactive Investor,Addison Oberting,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9550558,,Will Reeves,,,will.reeves@foldapp.com,,List import
10983875,Inactive Investor,Nicholas Moes,,"Northwestern Mutual Investment Services, LLC Bozeman MT 4351 Fallon St",,,Salesforce
11159454,Inactive Investor,Peter Donohoe,,Commonwealth Financial Network Westwood MA 1 University Ave,pdonohoe@commonwealth.com,,Salesforce
212659,,Grayson Heard,Associate Vice President - Investments,[Unknown],grayson.holly@raymondjames.com,,Advertising
11238884,Inactive Investor,Brett Baskin,,"Ellsworth Advisors, LLC",bbaskin@ellsworthadvisors.com,,Salesforce
10814386,Inactive Investor,Mabry Phillips,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",mabry.phillips@raymondjames.com,,Salesforce
10959777,Inactive Investor,John Liskiewicz,,Fidelity Brokerage Services LLC,,,Salesforce
11042423,Inactive Investor,Brock Nestory,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",brock.nestory@prudential.com,,Salesforce
11127192,Inactive Investor,Jose Ovalle,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11007419,Inactive Investor,Kevin Ward,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11212226,Inactive Investor,Jayla Bosch,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",,,Salesforce
10615455,,Peter Knowles,"Financial Advisor, Senior Portfolio Manager, Vice President",,peter.knowles@morganstanley.com,,List Import
11130596,Inactive Investor,Mitchell Hodgkiss,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 4521 Sharon Rd",mitchell.c.hodgkiss@ampf.com,,Salesforce
342538,,Thomas Brown,Consultant,"Brookline Investments, Inc.",tom@camponeventures.com,205-263-2332,Manual List Upload
10795051,Inactive Investor,Cindy Vance-Brossman,,"Farmers Financial Solutions, LLC Sussex WI N64W24678 Main Box 162",,,Salesforce
10987917,Inactive Investor,Cory Odland,,Cetera Advisor Networks LLC Osseo MN 101 Broadway St W,,,Salesforce
11004577,Inactive Investor,Christian Stiles,,BNY Mellon Securities Corporation New York NY 200 Park Ave,christian.stiles@bnymellon.com,,Salesforce
9597844,,Jeffrey Gammill,,,jgammill@chickasawcap.com,,List import
10753400,Inactive Investor,Robert Stoker,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,robert.stoker@ubs.com,,Salesforce
11200991,Inactive Investor,Travis Boyer,Financial Advisor,Wealthcare Advisory Partners LLC Exton PA 1 E Uwchlan Ave,,,Salesforce
11059944,Inactive Investor,Zane Shelley,Financial Consultant,"Charles Schwab & Co., Inc. Gainesville FL 2047 NW 43rd St",zane.shelley@schwab.com,,Salesforce
11185349,Inactive Investor,Lindsay Kaminski,Financial Advisor,"Gateway Wealth Partners, LLC",lindsay.kaminski@mygfpartner.com,,Salesforce
2471905,,Sudipta Bera,,,berasubipta@gmail.com,,
9580303,,Angela Pompian,,,angela@sunpointeinvestments.com,,List Import
9646563,,Anita Wade,,,anitawadecpa@gmail.com,,List import
11199484,Inactive Investor,John Vondra,Financial Advisor,Edward Jones Billings MT 1645 Parkhill Dr,john.vondra@edwardjones.com,,Salesforce
10807120,Inactive Investor,Stephen Leightman,Financial Advisor;First Vice President;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Mount Laurel NJ 3000 Atrium Way",stephen.leightman@rbc.com,,Salesforce
9550293,,Victor Cheng,,,vgcheng@evergreenwag.com,,List import
9582729,,Thomas Mcintyre,,,tmcintyre@mcintyreinvestments.net,,List import
10862699,Inactive Investor,Christopher Hartrich,,"Osaic Wealth, Inc. Saint Louis MO 12412 Powerscourt Dr",,,Salesforce
10770027,Inactive Investor,Dana Badgett,,Edward Jones Waterloo IL Private Residence,dana.vogt@edwardjones.com,,Salesforce
11260210,Inactive Investor,Joshua Shrestha,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9552968,,Michael Mazursky,,,mmazursky@nsinsure.com,,List import
10840897,Inactive Investor,Derrick Phillips,Chief Compliance Officer;Managing Partner,Evesham Capital Management,dphillips@eveshamcapital.com,,Salesforce
9626164,,furqan Altamash,,,furqan.altamash@gmail.com,,List import
11233871,Inactive Investor,Eric Snyder,Director;Portfolio Manager,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",,,Salesforce
11072621,Inactive Investor,Paul O'Beirne,Associate,Morgan Stanley Stamford CT 4 Landmark Sq,paul.obeirne@morganstanley.com,,Salesforce
11020318,Inactive Investor,Gregory Lasater,,Vanguard Marketing Corporation,gregory_lasater@vanguard.com,,Salesforce
11223202,,Logan Benham,,,lbenham@brokersifs.com,,List Import
10756631,Inactive Investor,Erin McGuirk,Director - Marketing and Communications;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,erin.mcguirk@morganstanley.com,,Salesforce
11178304,Inactive Investor,Michael Pressler,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,michael.pressler@primerica.com,,Salesforce
11089031,Inactive Investor,Douglas Conn,,"Allstate Financial Services, LLC Cleveland OH 22210 Lorain Rd",douglasconn@allstate.com,,Salesforce
244394,,Marie Swift,President & CEO,"Impact Communications, Inc.",marieswift@impactcommunications.org,9136495009,Manual List Upload
9628145,,Avi Kafka,,,avikafka@gmail.com,,List import
10851627,Inactive Investor,Philip Von Arx,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 100 Quentin Roosevelt Blvd",philip.b.vonarx@ampf.com,,Salesforce
10995406,Inactive Investor,Ryan Lawell,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10787072,Inactive Investor,Juliana Matson,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,juliana.matson@jpmorgan.com,,Salesforce
105426,,Silvia Louro,,Individual,slouro@verizon.net,4013780573,
11111541,Inactive Investor,Jeffrey Kendall,Financial Advisor,LPL Financial LLC Huntersville NC 13420 Reese Blvd W,jeffrey.kendall@lpl.com,,Salesforce
9621741,,Glenn Barber,,,glenn.j.barber@gmail.com,,List import
10834155,Inactive Investor,Michael Chestnutt,Corporate Secretary;Treasurer,"CP Advisors, Inc.",,,Salesforce
9548598,,Marcin Gonska,,,marcin.gonska@wp.pl,,List import
10904801,Inactive Investor,Mirlande Romeo,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
11080034,Inactive Investor,John Cabala,Financial Advisor,LPL Financial LLC Fort Collins CO 2401 Idledale Dr,jack.cabala@lpl.com,,Salesforce
10827347,Inactive Investor,William Barton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",david_barton@ml.com,,Salesforce
10863240,Inactive Investor,Sonja Hopkin,,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",sonja.hopkin@raymondjames.com,,Salesforce
9625610,,Angel Buker,,,sangelbuker@gmail.com,,List import
11003037,Inactive Investor,Andranik Khachatryan,,"Wells Fargo Clearing Services, LLC Denver CO 400 S Colorado Blvd",,,Salesforce
10892119,Inactive Investor,Trevor Faulkner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",trevor.faulkner@ml.com,,Salesforce
9556964,,Alu Taqizade,,,aliwka.taqizade2003@gmail.com,,List import
9582558,,Mark Mccammon,,,mark@strengthcapital.com,,List import
10892910,Inactive Investor,William Grant,,"Cambridge Investment Research, Inc. Atlanta GA 5909 Peachtree Dunwoody Rd",,,Salesforce
25677,,Greg Dutov,Senior Associate,Lovell Minnick Partners LLC,gdutov@lovellminnick.com,1-610-995-9660,Database Upload
11022730,Inactive Investor,Dean Miller,Associate,Morgan Stanley Reno NV 5390 Kietzke Ln,dean.miller@morganstanley.com,,Salesforce
11127507,Inactive Investor,Lisa Yanitor,,"Osaic Wealth, Inc. La Mesa CA 7777 Alvarado Rd",,,Salesforce
9567150,,Lisa Wolf,"Director - Alternative Investments, Executive Director - Wealth Management, Family Wealth Director, Financial Advisor, Global Sports and Entertainment Director",,lisa.wolf@morganstanley.com,,List import
9623273,,Santiago Torres,,,mezcaleriaf@gmail.com,,List import
9579324,,Jeff Frantz,,,jeff.frantz@roadrunner.com,,List import
11222045,,Denise Zambardi,,,dzambardi@axiom-investors.com,,List Import
11093645,Inactive Investor,Eric Barden,Portfolio Manager;President,"Barden Capital Management, Inc.",eric@bardencapital.com,,Salesforce
11198307,Inactive Investor,Ivon Galaini,,J.P. Morgan Securities LLC Delray Beach FL 4899 W Atlantic Ave,ivon.galaini@chase.com,,Salesforce
11163718,Inactive Investor,Olga Vitkun,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11041430,Inactive Investor,Peter Lauter,Associate Financial Advisor,"Raymond James & Associates, Inc. Mobile AL 21 W I65 Service Rd N",peter.lauter@raymondjames.com,,Salesforce
11005885,Inactive Investor,Jason Lam,,"Empower Financial Services, Inc Houston TX 611 Walker St",jason.lam@empower.com,,Salesforce
11050358,Inactive Investor,Zachary Herzog,Chief Compliance Officer;Chief Executive Officer,Wolfgang Capital,zherzog@wolfgangc.com,,Salesforce
10787801,Inactive Investor,Timothy Vrieland,,NYLIFE Securities LLC Hudsonville MI Private Residence,tjvrieland@ft.newyorklife.com,,Salesforce
11292022,,Bradley Fountain,,,fountains.trees@gmail.com,,Web Form Fillout
28334,,Phil Chu,PM,U.S. Trust,philip.chu@bofa.com,6174344726,
11108485,Inactive Investor,Robert Ricci,Senior Investment Manager;Team Manager,Creative Planning,robert.ricci@creativeplanning.com,,Salesforce
10778878,Inactive Investor,Ann Ostrowski,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",ann_ostrowski@ml.com,,Salesforce
11082519,Inactive Investor,David Gould,Financial Professional,"Pruco Securities, LLC. Bellingham WA 1305 Larrabee Ave",david.gould@prudential.com,,Salesforce
10783589,Inactive Investor,Robert Stauder,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Mount Laurel NJ 701 E Gate Dr",robert.stauder@tiaa.org,,Salesforce
374440,,Dugan Fife,,Hines,dugfife@msn.com,2487030737,Initial Salesforce Import
11135553,Inactive Investor,Austin Pare,Assistant Vice President;Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",austin.pare@ml.com,,Salesforce
11232505,Inactive Investor,Jason Maitlen,,The Huntington Investment Company Englewood OH 800 W Wenger Rd,,,Salesforce
9557542,,Omar Dabbas,,,omarsdabbas@gmail.com,,List import
10761606,Inactive Investor,Katie McGuffie,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",katie_mcguffie@ml.com,,Salesforce
11188536,Inactive Investor,Carson Heumphreus,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,carson.heumphreus@jpmorgan.com,,Salesforce
10826405,Inactive Investor,Terrence Chun,,"Bessemer Investor Services, Inc. San Francisco CA 101 California St",chun@bessemer.com,,Salesforce
10838991,Inactive Investor,Darryl Knox,,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11182354,Inactive Investor,James Hackney,,"Cypress Capital Advisors, LLC Nashville TN 1614 16th Ave S",,,Salesforce
11090283,Inactive Investor,Anna Greer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,anna_greer@vanguard.com,,Salesforce
9521043,,Eirik Bratvold,,,bratvold.eirik@gmail.com,,Web form fillout
9617232,,wayne lei,,,yl3905@columbia.edu,,List import
351370,,Elizabeth Stutzke,Adviser,"Northern Capital Management, Inc.",elizabeth@northernwelcome.com,509-456-2526,Manual List Upload
9583034,,Stephen Luterman,,,stephen.luterman@chicagotrading.com,,List import
11260624,Inactive Investor,Daylin Huff,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",daylin@leadersgroup.net,,Salesforce
11128688,Inactive Investor,Brian Lewis,Managing Director;Private Wealth Advisor,Morgan Stanley Orinda CA 2 Theatre Sq,brian.lewis@morganstanley.com,,Salesforce
11115187,Inactive Investor,Terry Seo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",terry.seo@ml.com,,Salesforce
9596953,,br Rayvid,,,aeronautmv@gmail.com,,List import
10916063,Inactive Investor,Jeannine Garcia,Operations Manager;Paraplanner,"Ameriprise Financial Services, LLC Miami FL 300 Sevilla Ave",jeannine.garcia@ampf.com,,Salesforce
9541617,,lee yoonho,,,yhlee20022@naver.com,,List import
11125975,Inactive Investor,Dillion Thoms,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10976341,Inactive Investor,Sara Phillips,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,sara.phillips@primerica.com,,Salesforce
10857106,Inactive Investor,Nicholas Taylor,,Thrivent Investment Management Inc. Minneapolis MN 150 S 5th St,ntaylor@pksinvest.com,,Salesforce
11167906,Inactive Investor,William Weatherly,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",william.weatherly@usbank.com,,Salesforce
345431,,Shayna Nevermann,Pr Strategist,Strategic Advisers Llc,scrowley@strategicadvisersllc.com,617-563-7000,Manual List Upload
10917120,Inactive Investor,Nicole Gay,Chief Compliance Officer;Managing Member,"Chronos Wealth Management, L.L.C.",nicolec@chronoswm.com,,Salesforce
11170556,Inactive Investor,Larry Olthoff,,"MML Investors Services, LLC Champaign IL 701 Devonshire Dr",,,Salesforce
11124904,Inactive Investor,John Smith,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9610971,,EDWARD RUSSELL,,,erinsoccer21@gmail.com,,List import
10825768,Inactive Investor,Douglas Covert,,LPL Financial LLC Sacramento CA 601 University Ave,douglas.covert@lpl.com,,Salesforce
11009606,Inactive Investor,Christopher Oladipo,,"American Fidelity Securities, Inc.",,,Salesforce
9648487,,Laura Daboub,,,jldaboub@me.com,,List import
10754565,Inactive Investor,Keith Laundenberger,Partner;Shareholder,"Councilor, Buchanan & Mitchell, P. C. (CBM)",,,Salesforce
11038293,Inactive Investor,Leslie Benzak,,Commonwealth Financial Network Harleysville PA 464 Main St,lbenzak@commonwealth.com,,Salesforce
11064584,Inactive Investor,Jeremy Ortiz,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,jaortiz03@ft.newyorklife.com,,Salesforce
10788777,Inactive Investor,Marlyn McClain,,NYLIFE Securities LLC Council Bluffs IA 502 S 7th St,mmcclain@ft.newyorklife.com,,Salesforce
10776023,Inactive Investor,Patrick Franke,Financial Advisor,Edward Jones Des Moines IA 3520 Ingersoll Ave,patrick.franke@edwardjones.com,,Salesforce
9624113,,navroop singh,,,navroop.singh.2345@gmail.com,,List import
11201765,Inactive Investor,Thomas Klein,,NYLIFE Securities LLC Redlands CA 300 E State St,tcklein@ft.newyorklife.com,,Salesforce
11160174,Inactive Investor,Victor Kim,,State Farm VP Management Corp. Olathe KS 1020 W Santa Fe St,,,Salesforce
10510875,,Ross Rotatori,Vice President - Head of ETF National Accounts & Platform Sales,Allianz,ross.rotatori@allianzlife.com,,List Import
11138168,Inactive Investor,Stephen Fleming,Financial Advisor,Edward Jones Port Arthur TX 4700 Hwy 365,steve.fleming@edwardjones.com,,Salesforce
11223031,,Stephen Nimmo,,,snimmo@sandscap.com,,List import
9598152,,Mark Sorgenfrei,,,mark@frazeeinvestment.com,,List import
10824733,Inactive Investor,Shawn Agan,Financial Advisor;Wealth Advisor,LPL Financial LLC Davenport IA 5153 Utica Ridge Rd,shawn.agan@lpl.com,,Salesforce
11193285,Inactive Investor,Mark Miner,Financial Advisor,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,mminer@rwbaird.com,,Salesforce
9617747,,Timothy Todaro,,,timt@ricehall.com,,List import
9542342,,Karan Parekh,,,parekh@darsana.com,,List import
10970966,Inactive Investor,Collin Habig,,"LPF Advisors, LLC",chabig@lpfadvisors.com,,Salesforce
10974491,Inactive Investor,Donna Bax,,"Osaic FA, Inc. Jefferson City MO 3701 W Truman Blvd",donna.bax@lfg.com,,Salesforce
9594584,,Daniel Suppey,,,dsuppey@gmail.com,,List import
230426,, -,,[[Unknown]],swilliams@nwmg.com,,
10870647,Inactive Investor,Mary Hirthler,Wealth Advisor,"Jacobi Capital Management, LLC Berwyn PA 1055 Westlakes Dr",maryhirthler@jacobicapital.com,,Salesforce
10960214,Inactive Investor,David Rex,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10661894,,Brett Showalter,,,brett@abinitiofinancial.com,,List Import
11154525,Inactive Investor,Lalani Jensen,Financial Professional,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",,,Salesforce
10838141,Inactive Investor,James Rankowitz,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",james.rankowitz@wellsfargoadvisors.com,,Salesforce
10957340,Inactive Investor,Peter MacKay,Chief Compliance Officer;Research Analyst,"Broadleaf Partners, LLC",pmackay@broadleafpartners.com,,Salesforce
11045986,Inactive Investor,Alan Beamish,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,abeamish@primerica.com,,Salesforce
11081593,Inactive Investor,Craig Posey,Financial Advisor,Edward Jones Forest VA 1076 Thomas Jefferson Rd,craig.posey@edwardjones.com,,Salesforce
10987220,Inactive Investor,Jeffrey Sajdak,,"MML Investors Services, LLC",jsajdak@massmutual.com,,Salesforce
11176445,Inactive Investor,William Herding,,"Harbour Investments, Inc. Phoenix AZ 4648 N 32nd St",,,Salesforce
3672415,,Paul Kenyon,,Jump,pkenyon@jumptrading.com,,List Import
11148687,Inactive Investor,Jeremy Pruett,,"Charles Schwab & Co., Inc. Austin TX 166 Hargraves Dr",,,Salesforce
10880518,Inactive Investor,Amanda Kreutzer,,J.P. Morgan Securities LLC Wauconda IL 488 Liberty St,amanda.j.conroy@chase.com,,Salesforce
11149818,Inactive Investor,Todd Toro,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",todd.toro@tiaa.org,,Salesforce
10661695,,Mark Landwer,,,mark.landwer@ceafunds.com,,List Import
9637996,,Schott Lee,,,slee@saplingsaa.com,,List import
11155651,Inactive Investor,Agustin Martinez,,J.P. Morgan Securities LLC Chantilly VA 25400 Eastern Marketplace Plz,agustin.martinez@jpmorgan.com,,Salesforce
10646724,,Scott Kersten,,,scott.kersten@wellsfargoadvisors.com,,List Import
9572228,,Michael Econn,,,mike@bondurantlp.com,,List import
10921563,Inactive Investor,John Desantis,,Cetera Advisor Networks LLC Elk Grove Village IL Private Residence,,,Salesforce
372599,,Kevin Terhar,,United States,terhar.kevin@gmail.com,,Salesforce
11188986,Inactive Investor,Scott Fluet,Financial Advisor,"Osaic Wealth, Inc. Waterford CT 49 Boston Post Rd",,,Salesforce
237512,, -,,[[Unknown]],mfortunat@daytrading.com.mx,,
11142415,Inactive Investor,David Hannel,,"Pruco Securities, LLC. Jacksonville IL 1101 W Morton Ave",david.hannel@prudential.com,,Salesforce
10804218,Inactive Investor,Andrew Dunn,Financial Advisor,Edward Jones Rochester MN 2150 2nd St SW,,,Salesforce
10802939,Inactive Investor,Paul Tokarz,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",ptokarz@financialguide.com,,Salesforce
10979501,Inactive Investor,Christine Burkhart,Wealth Manager,Cutler Investment Group Bellevue WA 10900 NE 4th St,chris@cutler.com,,Salesforce
10978016,Inactive Investor,Justin Lyons,Premier Banker,"Wells Fargo Clearing Services, LLC Hamel MN 330 Clydesdale Trl",,,Salesforce
11192548,Inactive Investor,Lesley Erikson,,Morgan Stanley Hyannis MA 45 North St,,,Salesforce
10948499,Inactive Investor,Waleed Khan,,"CUSO Financial Services, L.P. San Antonio TX 9311 San Pedro Ave",waleed.khan@cusonet.com,,Salesforce
10849356,Inactive Investor,Lataney Levy,Operations Supervisor,"Raymond James & Associates, Inc.",lataney.levy@raymondjames.com,,Salesforce
10878839,Inactive Investor,Temor Mir,,J.P. Morgan Securities LLC Avenel NJ 1342 Saint Georges Ave,temor.mir@chase.com,,Salesforce
11288706,,Jose Recio,,,joerecio26@gmail.com,,Web Form Fillout
171476,,Geoff Steiner,,[Unknown],crypticprofit@gmail.com,,
11049476,Inactive Investor,Reagan Bates,Senior Client Associate,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",reagan.e.bates@wellsfargo.com,,Salesforce
10778122,Inactive Investor,Ralph Crossland,,PFS Investments Inc. Durango CO 385 Mira Sol Dr,ralph.crossland@primerica.com,,Salesforce
158510,,Eric Gonsenheim,,[Unknown],ericgo@gmail.com,,
11078742,Inactive Investor,Karlosmarco Soto,,J.P. Morgan Securities LLC Las Vegas NV 2520 S Decatur Blvd,karlosmarco.soto@jpmorgan.com,,Salesforce
11181313,Inactive Investor,Timothy Bright,Financial Advisor,LPL Financial LLC Swartz Creek MI 8011 Miller Rd,timothy.bright@lpl.com,,Salesforce
10773820,Inactive Investor,Ignacio Mendive,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
11080837,Inactive Investor,Heidi Krueger,Financial Advisor,Edward Jones Saint Maries ID 720 Main Ave,,,Salesforce
10999335,Inactive Investor,Wilson Tuero,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,wtuero@ft.newyorklife.com,,Salesforce
9592395,,Ronald Ricard,,,lrpropane@gmail.com,,List import
10894964,Inactive Investor,Rachel Waltjen,,LPL Financial LLC Crownsville MD 1321 Generals Hwy,,,Salesforce
11229248,Inactive Investor,Andrew Barron,Loan Officer;Personal Banker,"Fifth Third Securities, Inc. Nashville TN 5820 Nolensville Pike",andrew.barron@53.com,,Salesforce
6265215,,Sulimar Zarraga,,,sulileon3@gmail.com,,Web Form Fillout
11203927,Inactive Investor,Anthony Becker,Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,tony.d.becker@jpmorgan.com,,Salesforce
10488179,,James Massey,Financial Advisor,Morgan Stanley,jim.massey@morganstanley.com,,List Import
11006523,Inactive Investor,Jeananne Niemann,Financial Advisor,Edward Jones Leesburg FL 8535 US Hwy 441,jeananne.niemann@edwardjones.com,,Salesforce
10930410,Inactive Investor,Denise Brandon,Financial Consultant,LPL Financial LLC Lynnwood WA 19401 40th Ave W,denise.brandon@lpl.com,,Salesforce
11063086,Inactive Investor,Wesley Joiner,Chief Compliance Officer;President,Legacy Financial Advisors,wjoiner@legacyfallc.com,,Salesforce
10789392,Inactive Investor,Reza Taraz,Financial Advisor,"Ameriprise Financial Services, LLC Carlsbad CA 8085 Paseo Arrayan",ray.h.taraz@ampf.com,,Salesforce
9601991,,John Armstrong,,,jama1975@gmail.com,,List import
11100684,Inactive Investor,Robert Carlen,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",,,Salesforce
10846758,Inactive Investor,Samuel Heck,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,samuel.heck@fidelity.com,,Salesforce
10956301,Inactive Investor,Yiqian Hu,,LPL Financial LLC Lansing MI 2400 Lake Lansing Rd,yiqian.hu@lpl.com,,Salesforce
11123163,Inactive Investor,Robert Fulton,,"Allstate Financial Services, LLC New Port Richey FL 4117 Little Rd",keithfulton@allstate.com,,Salesforce
371556,,John Nielsen,,[Unknown],gretzcorp@email.com,,Salesforce
11071891,Inactive Investor,Vanessa Kraus,,"Keel Point Capital, LLC McLean VA 8405 Greensboro Dr",vkraus@keelpoint.com,,Salesforce
10917797,Inactive Investor,Michael Fedj,Client Service Associate,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",michael.fedj@raymondjames.com,,Salesforce
10645466,,Stephen Bernhardt,,,stephen.d.bernhardt@jpmorgan.com,,List Import
10938895,Inactive Investor,Liberty Taylor,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11062590,Inactive Investor,Isabella Hielsberg,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,isabella.hielsberg@thrivent.com,,Salesforce
9588446,,Robert Balmer,,,robert.balmer@voyafa.com,,List import
11158907,Inactive Investor,Robert Cron,Director - Investments;Senior Advisor,Abbey Street,bcron@abbeystreet.com,,Salesforce
11148480,Inactive Investor,Michael Goetz,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Summerville SC Private Residence",michael.goetz@tiaa.org,,Salesforce
248402,,Gerald Allen,Director,Blackrock,gerald.allen@blackrock.com,,Manual List Upload
11206822,Inactive Investor,Oguguomakwa Okolie,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,ookolie@eaglestrategies.com,,Salesforce
237027,, -,,[[Unknown]],rgargano@snet.net,,Organic Search
10871300,Inactive Investor,David Roos,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,david_roos@glic.com,,Salesforce
10758504,Inactive Investor,David McDaniel,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Augusta GA 1 10th St,david.mcdaniel@morganstanley.com,,Salesforce
60592,,Dawn Parrino,"Relationship Manager, Vice President",Fidelity Personal and Workplace Advisors,dawn.parrino@fidelity.com,,
9578589,,manoj mohan,,,iammanoj@gmail.com,,List import
11139052,Inactive Investor,Dustin Martin,,J.P. Morgan Securities LLC Fort Collins CO 4603 Boardwalk Dr,dustin.martin@jpmorgan.com,,Salesforce
11130552,Inactive Investor,Cordel Bryan,Regional Vice President,PFS Investments Inc. Lynbrook NY 25 Atlantic Ave,cordel.bryan@primerica.com,,Salesforce
11124152,Inactive Investor,Karim Bekkadja,Financial Advisor,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",karim.bekkadja@nm.com,,Salesforce
210091,,Chris Mozzocchi,,[Unknown],cmozzocchi@gmail.com,,source
10827562,Inactive Investor,William Morse,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Mequon WI 11201 N Port Washington Rd",,,Salesforce
11019981,Inactive Investor,Timothy Gibson,,MWA Financial Services Inc. Knoxville TN 2908 Tazewell Pike,timothy.gibson@modern-woodmen.org,,Salesforce
10772253,Inactive Investor,Gregory Duckworth,,Morgan Stanley Charlotte NC 13024 Ballantyne Corporate Pl,,,Salesforce
10844478,Inactive Investor,Stanley Henderer,,State Farm VP Management Corp. Pendleton OR 1704 SW Frazer Ave,,,Salesforce
11208161,Inactive Investor,Kyle Johnson,,PFG Advisors San Diego CA 3202 Governor Dr,,,Salesforce
11002255,Inactive Investor,Daniel Reichert,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,danielreichert@statefarm.com,,Salesforce
225160,,Eric Kendrick,"President, CCO","Kg Advisors, Inc.",ek@kgadvisors.com,512-346-8000,Manual List Upload
10921996,Inactive Investor,Anibal Miatello,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",anibal.miatello@ml.com,,Salesforce
10832438,Inactive Investor,Jennifer Cutolo,Client Associate;Senior Private Client Associate,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,jcutolo@janney.com,,Salesforce
10942622,Inactive Investor,Emma Abramson,,Goldman Sachs & Co.,,,Salesforce
11165086,Inactive Investor,Scott Ode,,LPL Financial LLC Buffalo NY 4435 Transit Rd,,,Salesforce
11154100,Inactive Investor,Bryan Houston,Financial Advisor,"Ameriprise Financial Services, LLC Johnson City TN 208 Sunset Dr",bryan.houston@ampf.com,,Salesforce
9546365,,Damon Nelson,Investment Advisor,Fisher Investments,d.nelson@fi.com,,List import
10350748,,Mark Shifke,,,shifke@dcg.co,,Web Form Fillout
10857281,Inactive Investor,Abigail Lininger,,PFS Investments Inc. Byron Center MI 2034 84th St SW,abigail.lininger@primerica.com,,Salesforce
10956706,Inactive Investor,Quentin Bangle,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11002889,Inactive Investor,Andrell Adams,Financial Planning Director,Morgan Stanley Dallas TX 2121 N Pearl St,sean.adams@morganstanley.com,,Salesforce
229266,, -,,[[Unknown]],mayberryjesse287@gmail.com,,Paid Search
11062505,Inactive Investor,Bruce Robinson,,PFS Investments Inc. Tyler TX 3334 S Southwest Loop 323,bruce.robinson@primerica.com,,Salesforce
9560973,,Genevieve Rowell,,,genevieve.rowell@citizensbank.com,,List import
10934398,Inactive Investor,Jody Orielly,,PFS Investments Inc. Avondale AZ 1050 N Fairway Dr,jody.orielly@primerica.com,,Salesforce
11130706,Inactive Investor,Amanda Reeher,,LPL Financial LLC Atlanta GA 900 Ashwood Pkwy,amanda.barton@lpl.com,,Salesforce
11207436,Inactive Investor,Erwin Matthews,Managing Principal,"One Source Advisory Services, LLC",,,Salesforce
10819427,Inactive Investor,Daniel Schepe,,J.P. Morgan Securities LLC Winchester CA 30712 Benton Rd,danny.schepe@chase.com,,Salesforce
11164431,Inactive Investor,Jonathan Kline,,"Farmers Financial Solutions, LLC Sacramento CA 3600 American River Dr",jkline@farmersagent.com,,Salesforce
347363,,Susan Michalewski,Family Office Services Specialist,"Endowment Wealth Management, Inc.",susan@endowmentwm.com,920-785-6010,Manual List Upload
10889278,Inactive Investor,Thomas Kypke,First Vice President;Senior Financial Advisor,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 818 A1A N",,,Salesforce
9544111,,Ibrahim Yakubu,,,ibrayaku17@gmail.com,,List import
11223055,,Brian Clark,,,bclark@saxonysecurities.com,,List Import
11193538,Inactive Investor,Christopher Palmer,,UBS Financial Services Inc.,christopher.palmer@ubs.com,,Salesforce
5192474,,Kim Mittendorf,,,kmdorf@gmail.com,,Web Form Fillout
43416,,Rajeev Das,"Portfolio Manager, Principal","Bulldog Investors, LLP",rdas@bulldoginvestors.com,201-881-7107,
11074763,Inactive Investor,Asta Muldoon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fall River MA 275 Martine St",asta.x.muldoon@ampf.com,,Salesforce
11064241,Inactive Investor,William Rowell,,NYLIFE Securities LLC Myrtle Beach SC 628 Chestnut Rd,wcrowell@ft.newyorklife.com,,Salesforce
10857050,Inactive Investor,Kari Larocco,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 1001 S MacDill Ave",kari.r.larocco@ampf.com,,Salesforce
11052456,Inactive Investor,Ryan Wilson,Chief Compliance Officer;Chief Executive Officer;Founder,"Wilson Capital, LLC",rwilson@wilsoncapadvisory.com,,Salesforce
10981687,Inactive Investor,Alyssa Marin,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,,,Salesforce
1004134,Inactive Investor,Eric Graychock,,Eric Graychock,eric@mediagroup.com,310-779-3743,3rd Party Lead Gen
11234228,Inactive Investor,Maribel Galindo,,"Alterna Securities, Inc.",,,Salesforce
11015824,Inactive Investor,Neil Cain,Financial Advisor,LPL Financial LLC Chevy Chase MD 2 Wisconsin Cir,neil.cain@lpl.com,,Salesforce
9626736,,Janakiraman V,,,jeshurangifty@gmail.com,,List import
10645930,,Santino Bibbo,,,sbibbo@cabreracapital.com,,List Import
10900049,Inactive Investor,Alexandra Burton,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,alexandra.burton@ubs.com,,Salesforce
11072086,Inactive Investor,Martin Larsen,Financial Advisor,Edward Jones Rutherfordton NC 233 Charlotte Rd,kevin.larsen@edwardjones.com,,Salesforce
10808223,Inactive Investor,Herbert McClary,Financial Advisor,"Ameriprise Financial Services, LLC Gainesville VA 7001 Heritage Village Plz",herb.mcclary@ampf.com,,Salesforce
10619923,,Taylor Champion,,,tchampion@bylinebank.com,,List Import
118058,,Brian Smoot,,"Securities America Advisors, Inc.",brian.smoot@securitiesamerica.com,214-363-8908,
11177820,Inactive Investor,Stephen Feinberg,,Morgan Stanley Wellesley Hills MA 112 Worcester St,stephen.feinberg@morganstanley.com,,Salesforce
11171529,Inactive Investor,Terry Harrell,Regional Vice President,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",terry.harrell@voya.com,,Salesforce
10773654,Inactive Investor,Anne Evert,,"Principal Securities, Inc. Mayfield Village OH Private Residence",evert.anne@principal.com,,Salesforce
9610285,,sergio valdiviezo,,,sergiovaldiviezo@gmail.com,,List import
9598554,,Vijay Rao,,,vijay.rao@justinvest.com,,List import
11149728,Inactive Investor,Peter Krug,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
9640059,,George Olah,,,george@voyagermgt.com,,List import
9543225,,Alexey Koshkin,,,alexeyko@gmail.com,,List import
11138120,Inactive Investor,Nash Bogart,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nash.bogart@fidelity.com,,Salesforce
10903968,Inactive Investor,Brent Whetstone,,J.P. Morgan Securities LLC Spokane WA 12120 N Division St,brent.w.whetstone@jpmorgan.com,,Salesforce
9621916,,Vina Zhang,,,silvianaisyantozhang@gmail.com,,List import
11144722,Inactive Investor,Susan Danson,Chief Compliance Officer;Founder;Principal,New Shore Financial LLC,,,Salesforce
10957668,Inactive Investor,Brayden Mallett,Client Advisor,Arvest Wealth Management Little Rock AR 4400 W Markham St,bmallett@arvest.com,,Salesforce
10874294,Inactive Investor,Ryan Dundon,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",ryan.dundon@ampf.com,,Salesforce
11086644,Inactive Investor,Frank Szalay,,"Raymond James Financial Services, Inc. Las Cruces NM 650 Montana Ave",frank.szalay@raymondjames.com,,Salesforce
119774,,Joey Day,Financial Advisor,Bear Mountain Capital Inc.,joe.day@bearmountaincapital.com,206-420-3713,Manual List Upload
11115114,Inactive Investor,Thomas Leinwol,,"Osaic Wealth, Inc. Windermere FL 9100 Conroy Windermere Rd",,,Salesforce
10864132,Inactive Investor,Blair Garner,Chief Compliance Officer;Owner;President,Garner Financial Management,bgarner@garnerfm.com,,Salesforce
11211132,Inactive Investor,Richard Hendl,Financial Advisor,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",richard.hendl@wellsfargoadvisors.com,,Salesforce
11010494,Inactive Investor,David Schwenk,,"Allstate Financial Services, LLC Tavares FL 1102 N Joanna Ave",david.schwenk@allstate.com,,Salesforce
9551572,,Robert Delucca,,,rdelucca@hightoweradvisors.com,,List import
10888383,Inactive Investor,Floyd Schwartz,,"Raymond James Financial Services, Inc. Newport Beach CA 160 Newport Center Dr",floyd.schwartz@raymondjames.com,,Salesforce
242913,,Alfred Jackson,Managing Member,Jackson Family Office,alfredgjackson0829@gmail.com,,Manual List Upload
11059779,Inactive Investor,Dwight Oliver,,Cetera Advisor Networks LLC Tyler TX 210 S Broadway Ave,,,Salesforce
341275,,Jess Saypoff,General Counsel,Axonic Capital Llc,jsaypoff@axoniccap.com,212-259-0430,Manual List Upload
11003396,Inactive Investor,Peter Wilbanks,,Stephens Atlanta GA 3344 Peachtree Rd NE,pwilbanks@stephens.com,,Salesforce
10824059,Inactive Investor,Brian Chirles,Retirement Planning Specialist;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",brian_chirles@ml.com,,Salesforce
11238324,Inactive Investor,Nibin Mcclish,,"Gasaway Investment Advisors, Inc.",nmcclish@gasawayinvestments.com,,Salesforce
11209472,Inactive Investor,Kenneth Fadden,Financial Advisor;Vice President,"Madison Advisory Services, Inc.",kfadden@madisonplanning.com,,Salesforce
11165297,Inactive Investor,Celia Arnett,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,celia.arnett@fidelity.com,,Salesforce
10994190,Inactive Investor,John Juozitis,,Neuberger Berman BD LLC,john.juozitis@nb.com,,Salesforce
11161890,Inactive Investor,David Hondula,Financial Advisor;Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Florham Park NJ 25B Vreeland Rd",david.hondula@wellsfargoadvisors.com,,Salesforce
350582,,Dianne Jones,Trader,Zwj Investment Counsel Inc,dianne.jones@zwjic.com,404-873-2211,Manual List Upload
10959778,Inactive Investor,Wajid Khan,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
9583812,,Carol Beth Cook,,,cbcook@themainstreetgroup.com,,List import
10842515,Inactive Investor,Barbara Johnson,Chief Operating Officer;Regulatory Contact,CapStar Financial Services LLC,barbara@capstarfinancial.com,,Salesforce
10604520,,Stephen Alloy,Advanced Markets Consultant,Mutual of Omaha,stephen.alloy@mutualofomaha.com,402-351-2252,List Import
10939336,Inactive Investor,Eric Esch,,State Farm VP Management Corp. Glenview IL 1302 Waukegan Rd,ericesch@statefarm.com,,Salesforce
9594070,,Jason Dixon,,,jdixon@financialengines.com,,List import
10838735,Inactive Investor,Thomas Murphy,,Janney Montgomery Scott LLC Saint Louis MO 7777 Bonhomme Ave,tfrankmurphy@janney.com,,Salesforce
10998653,Inactive Investor,Deonna Bobbitt,,PFS Investments Inc. Lanham MD 9418 Annapolis Rd,deonna.carter@primerica.com,,Salesforce
9576205,,Mike Moffitt,,,mikem@cfgiowa.com,,List import
9645651,,Robert Margolis,,,rob@blockfi.com,,List import
231165,,Korey -,,Korey [[Unknown]],cloutboismith@gmail.com,,Direct
10809639,Inactive Investor,Brian Katz,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY Private Residence",brian_katz@ml.com,,Salesforce
345817,,Ryan Preston,Partner,"Bbr Partners, Llc",rpreston@bbrpartners.com,212-313-9870,Manual List Upload
10756975,Inactive Investor,Cory Kleiss,Financial Advisor,Edward Jones Tuscola IL 502 E Southline Rd,cory.kleiss@edwardjones.com,,Salesforce
11164010,Inactive Investor,Kimberly Sparks,,Cetera Investment Services LLC,,,Salesforce
9605602,,hary j,,,jhary266@gmail.com,,List import
11158234,Inactive Investor,Robert Dreizler,,"Cambridge Investment Research, Inc. Sacramento CA 2012 H St",,,Salesforce
11204692,Inactive Investor,Timothy Wong,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kinnelon NJ Private Residence",timothy.j.wong@ml.com,,Salesforce
11127183,Inactive Investor,Alex Rudolph,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11117254,Inactive Investor,Sheryl Kozuma,Regional Vice President,PFS Investments Inc. Honolulu HI 2153 N King St,sheryl.kozuma@primerica.com,,Salesforce
9647818,,Hardik Mhatre,,,hardikmh12@gmail.com,,List import
10987245,Inactive Investor,Philip Lampe,,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",plampe@financialguide.com,,Salesforce
10909999,Inactive Investor,Michael Maloy,,LPL Financial LLC Murrysville PA 4302 Old William Penn Hwy,michael.maloy@lpl.com,,Salesforce
11010203,Inactive Investor,Tammy Riley,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,tammy.riley@primerica.com,,Salesforce
9580112,,Michael Labrecque,,,mlabrecque@massmutual.com,,List import
221342,,Claudiu Mihail Gabar,,[Unknown],zod_for_soul@yahoo.com,,Organic Search
11136730,Inactive Investor,Scott Braun,,"Empower Financial Services, Inc Elizabeth CO Private Residence",scott.braun@empower.com,,Salesforce
10956291,Inactive Investor,Joshua Schroder,Associate Financial Advisor,"Ameriprise Financial Services, LLC New Wilmington PA 3438 State Route 208",joshua.schroder@ampf.com,,Salesforce
11219475,,Thomas Frederick,,,tfrederick@seic.com,,Other
172678,,Pooria M,,[Unknown],pooria.masoumi.f@gmail.com,,
10634453,,Saar Yazdi,,,admin@galaxiastudios.com,,Web Form Fillout
10753411,Inactive Investor,Jerome Niles,Executive Director,Dominari Securities LLC,jniles@dominarisecurities.com,,Salesforce
89522,,Christopher Turley,,United States,racing213@aol.com,,
83827,,Anne Braun,Marketing Manager - F5 | NGINX | SHAPE | volterra,F5,annebraun@outlook.com,,
11035224,Inactive Investor,Robin Mctague,,"R.M. Stark & Co., Inc.",rmctague@rmstark.com,,Salesforce
11059878,Inactive Investor,Christina Weigand,,"U.S. Bancorp Investments, Inc. Dayton OH 360 N Main St",christina.weigand@usbank.com,,Salesforce
10965893,Inactive Investor,Erika Hoffman,,Fidelity Brokerage Services LLC,,,Salesforce
10753693,Inactive Investor,Kim Le,,UBS Financial Services Inc. San Francisco CA 555 California St,kim.l.le@ubs.com,,Salesforce
10759193,Inactive Investor,John Thomas,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Pasadena CA 680 E Colorado Blvd",john.thomas@schwab.com,,Salesforce
8880861,,Parvez Hasson,,,parvezhasson781@gamil.com,,Web form fillout
11031120,Inactive Investor,Sarah Mathis,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,sarahn.mathis@primerica.com,,Salesforce
11034661,Inactive Investor,Jose Acosta,,"Transamerica Financial Advisors, Inc West Palm Beach FL 1645 Palm Beach Lakes Blvd",j.acosta@transamerica.com,,Salesforce
11192882,Inactive Investor,Armen Tutuyan,,Morgan Stanley New York NY 55 E 52nd St,armen.tutuyan@morganstanley.com,,Salesforce
10794182,Inactive Investor,Darryl Smith,,PFS Investments Inc. Jackson MS 5430 Executive Pl,darrly.smith@primerica.com,,Salesforce
11160059,Inactive Investor,Gary Halter,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,ghalter@janney.com,,Salesforce
10841613,Inactive Investor,Christopher Barovich,,"Osaic Wealth, Inc. Miami FL 11936 SW 97th St",,,Salesforce
11055622,Inactive Investor,Nicholas Marchio,Investment Associate,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",nicholas.marchio@rbc.com,,Salesforce
10836595,Inactive Investor,Robert Delambily,,"Parkland Securities, LLC Medford NJ 180 Tuckerton Rd",,,Salesforce
10929199,Inactive Investor,William Mowbray,Financial Advisor,"Osaic Wealth, Inc. Middleton WI 8500 Greenway Blvd",,,Salesforce
9640856,,Michael Bagnall,,,bagnall.michael1991@gmail.com,,List import
9551042,,Gregory Friedman,,,gregory.friedman@deshaw.com,,List import
9558290,,Jill Rogers,,,jrogers@frontierwealth.com,,List import
85901,,Philip Lanyon,,United Kingdom,philipdavidlanyon@yahoo.com,,
11012051,Inactive Investor,Nicholas Meyer,,William Blair,nmeyer@williamblair.com,,Salesforce
11155592,Inactive Investor,Eric Hornyak,,Aurora Securities,,,Salesforce
10974350,Inactive Investor,David Donnelly,Financial Planner,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",david.donnelly@prudential.com,,Salesforce
9543582,,Chanakyah Sandilya,,,csandilya@stepstoneglobal.com,,List import
11165475,Inactive Investor,Carolyn Warner,,"Raymond James Financial Services, Inc.",carolyn.warner@raymondjames.com,,Salesforce
10817776,Inactive Investor,Phyllis Nichols,,State Farm VP Management Corp. Columbia MO 1006 W Blvd N,,,Salesforce
10656510,,Annie Zhang,,,annie.zhang@citigroup.com,,List Import
10833046,Inactive Investor,James Sexton,,LPL Financial LLC El Dorado KS 101 N Main St,james.sexton@lpl.com,,Salesforce
11102679,Inactive Investor,Curtis Terkuile,Executive Director;Senior Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,curtis.terkuile@morganstanley.com,,Salesforce
11125484,Inactive Investor,Misty Kaufman,Financial Advisor,Edward Jones Torrington WY 2101 Main St,misty.kaufman@edwardjones.com,,Salesforce
10899655,Inactive Investor,Gregg Hudak,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",gregg.hudak@valic.com,,Salesforce
10841359,Inactive Investor,Johnathan Hendrix,Branch Manager,"Osaic Wealth, Inc. Sarasota FL 5308 Paylor Ln",jhendrix@osaicwealth.com,,Salesforce
10849947,Inactive Investor,Daniel Williams,Managing Member;Owner,"Williams Financial Services, LLC",,,Salesforce
10759064,Inactive Investor,Jason Stephens,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,jason.stephens@ubs.com,,Salesforce
10863448,Inactive Investor,Lisa Meyer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lisa.meyer@fidelity.com,,Salesforce
10947762,Inactive Investor,Sebastian Iturriaga,Registered Client Service Associate,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,sebastian.iturriaga@opco.com,,Salesforce
11053226,Inactive Investor,Lillian Cosio,,NYLIFE Securities LLC Miami FL 11020 SW 88th St,lcosio@ft.newyorklife.com,,Salesforce
10786076,Inactive Investor,Joseph McCartney,Director - Wealth Management;Managing Director;Market Leader,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",jmccartney@tiaa-cref.org,,Salesforce
10805933,Inactive Investor,Bryan Lingle,,J.P. Morgan Securities LLC Riverview FL 10391 Big Bend Rd,bryan.k.lingle@jpmorgan.com,,Salesforce
11050200,Inactive Investor,Jack Becker,,"Avantax Investment Services, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
10992917,Inactive Investor,Zachary Morello,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,zmorello@ft.newyorklife.com,,Salesforce
11107306,Inactive Investor,Monika Wolk,,J.P. Morgan Securities LLC Cleveland OH 1435 Som Center Rd,monika.wolk@jpmorgan.com,,Salesforce
9597696,,Lesley Buck,,,lbuck@matthew25fund.com,,List import
10890773,Inactive Investor,Robert Kowalewski,Specialist,Key Investment Services LLC,robert.kowalewski@key.com,,Salesforce
10868770,Inactive Investor,Christopher Reaney,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",chris.reaney@stewardpartners.com,,Salesforce
333322,,John Darby,,Brightworth,john.darby@brightworth.com,,Manual List Upload
10770379,Inactive Investor,Stephen Denari,,"Osaic Wealth, Inc. Park Ridge IL 1400 Renaissance Dr",,,Salesforce
11095045,Inactive Investor,Ryan Bartlett,Financial Advisor,"VanceGray Wealth Management, Inc.",rbartlett@vancegray.com,,Salesforce
11056849,Inactive Investor,Joseph Haman,Financial Professional,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",josephhaman@financialguide.com,,Salesforce
9643345,,Jee Shon,,,j.shon0405@gmail.com,,List import
11175443,Inactive Investor,Tony Winter,,"Ameriprise Financial Services, LLC Midland MI 801 Joe Mann Blvd",tony.winter@ampf.com,,Salesforce
10847604,Inactive Investor,Christopher Musto,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",christopher.musto@ml.com,,Salesforce
9573041,,Laura D'Alessio,,,ldalessio@massmutual.com,,List import
10760828,Inactive Investor,Lori Bagley,Senior Client Associate,"Wells Fargo Clearing Services, LLC Quincy IL 510 Maine St",lori.bagley@wellsfargoadvisors.com,,Salesforce
11107121,Inactive Investor,Ryan Van Horn,,Vanguard Marketing Corporation,ryan_van-horn@vanguard.com,,Salesforce
10951017,Inactive Investor,Jarvis Lathan,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,jarvis.lathan@primerica.com,,Salesforce
11138736,Inactive Investor,Bentley Lok,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,blok@janney.com,,Salesforce
9604043,,BRENT XU,,,brent@umee.cc,,List import
10891141,Inactive Investor,Shawn Pressley,Financial Advisor,Edward Jones Conroe TX 1135 Grand Central Pkwy,shawn.pressley@edwardjones.com,,Salesforce
11221110,,Perry Reed,,,reedcpa@reedcpa.net,,List Import
10893688,Inactive Investor,Judy Lowman,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 2205 McGregor Blvd",,,Salesforce
10763567,Inactive Investor,Alexander Joseph,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. San Francisco CA 580 California St,alexander.joseph@opco.com,,Salesforce
10696358,,Emily DORATT,,Harbor Investment Advisory Llc,edoratt@harborllc.com,,List Import
10891030,Inactive Investor,Katherine Orth,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",katherine.1.orth@ampf.com,,Salesforce
10787276,Inactive Investor,David Stecher,,"Capacuity Securities, Inc.",,,Salesforce
10896674,Inactive Investor,Christopher Hartnett,Financial Advisor,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,c.hartnett@ubs.com,,Salesforce
216831,,MAYUR GURDASANI,,[Unknown],gurdasanimayur@gmail.com,,Event
11022326,Inactive Investor,Robert Hancock,,State Farm VP Management Corp. Rexburg ID 46 N 2nd E,,,Salesforce
11117556,Inactive Investor,Anthony Lunetta,,Citigroup Global Markets Inc.,anthony.lunetta@citigroup.com,,Salesforce
9593238,,Hideyoshi Watanabe,,,hwatanabe@choateia.com,,List import
10891663,Inactive Investor,Michael Deoliveira,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",michael.deoliveira@schwab.com,,Salesforce
10617347,,Donald Karpick,,,donald.m.karpick@ampf.com,,List Import
10811892,Inactive Investor,Nathan Quello,,"Raymond James Financial Services, Inc. Sioux Falls SD 101 N Main Ave",nathan.quello@raymondjames.com,,Salesforce
352116,,Dan Brownsberger,Senior Investment Advisor,Firstrust,info@financialteam.com,386-788-3737,Manual List Upload
10951226,Inactive Investor,Ryan Frame,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 633 Chestnut St",ryan.frame@nm.com,,Salesforce
10917392,Inactive Investor,Kevin Vandenberg,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Owner,Apogee Investment Management Camillus NY 32D Queens Way,kev@aim4apogee.com,,Salesforce
5091345,,Galen Hossack,,,galen@otterhill.co.za,,Web Form Fillout
116827,,Matthew Dattilio,"Portfolio Manager, Senior Portfolio Manager",Mascoma Wealth Management,matthew.dattilio@mascomabank.com,603-443-8652,
10606514,,Richard John,Divisional Manager,PFS Investments Inc.,richard.john@primerica.com,201-657-2317,List Import
238935,,Richard Rostan,,Argentina,rprostan@gmail.com,,
11124102,Inactive Investor,Doretta Alexander,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",doretta_alexander@ml.com,,Salesforce
11126455,Inactive Investor,Craig Saathoff,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",craig_saathoff@ml.com,,Salesforce
10797374,Inactive Investor,Robert Damante,Financial Advisor;Vice President,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,robert.damante@ubs.com,,Salesforce
9617887,,Jacob Vink,,,jvink@bamfunds.com,,List import
10834258,Inactive Investor,Gregory Breland,Financial Advisor,LPL Financial LLC Jackson MS 4785 Old Canton Rd,gregory.breland@lpl.com,,Salesforce
11129494,Inactive Investor,Erik Gamez,,J.P. Morgan Securities LLC Lancaster CA 1140 W Avenue K,erik.gamez@jpmorgan.com,,Salesforce
10613586,,Michael Gogliormella,"Financial Advisor, Senior Vice President - Wealth Management",,mike.gogliormella@ubs.com,,List Import
11037564,Inactive Investor,Derrik Naegelin,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,dnaegelin@primerica.com,,Salesforce
11160664,Inactive Investor,Todd Stewart,Managing Director - Investment Research,"Sageview Advisory Group, LLC Knoxville TN 3834 Sutherland Ave",tstewart@sageviewadvisory.com,,Salesforce
10941875,Inactive Investor,Qayyum Raheem,,"OneAmerica Securities, Inc. Lincolnshire IL 100 Tri State Intl",,,Salesforce
11113384,Inactive Investor,Kyle Rashkover,,National Bank of Canada Financial Inc.,,,Salesforce
9627692,,Gordon T,,,gordon.888@icloud.com,,List import
10998004,Inactive Investor,Erica Szymankowski,,State Farm VP Management Corp. Woodland Park CO 208 E US Hwy 24,,,Salesforce
10764518,Inactive Investor,Charles Levine,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,charles.levine@ubs.com,,Salesforce
11176222,Inactive Investor,Matthew Kelly,,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
9617067,,Jim Sweeney,,,jim.sweens@gmail.com,,List import
10818700,Inactive Investor,Eric Nelson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11040916,Inactive Investor,Ronald Zeitz,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,ronald.zeitz@ubs.com,,Salesforce
9581952,,Thaddeus Leszczynski,,,tleszczynski@olympuscap.com,,List import
10766443,Inactive Investor,Matthew Leason,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
10800466,Inactive Investor,Robert Sheridan,,PFS Investments Inc. San Diego CA 438 Camino del Rio S,robert.sheridan@primerica.com,,Salesforce
11088021,Inactive Investor,John Wheeler,,"Raymond James Financial Services, Inc. Wilmington DE 2961 Centerville Rd",john.wheeler@raymondjames.com,,Salesforce
10756501,Inactive Investor,Connor Stoeser,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Bellevue WA 500 108th Ave NE,connor.stoeser@morganstanley.com,,Salesforce
11177951,Inactive Investor,Darren Mingear,Associate;Financial Advisor,Edward Jones Vero Beach FL 4125 9th St SW,darren.mingear@edwardjones.com,,Salesforce
213051,,Ryan Myers,,Eagle Strategies LLC,rmyers02@ft.newyorklife.com,907-279-6471,
10911041,Inactive Investor,Jeffrey McCreery,District Manager;Financial Professional,"MML Investors Services, LLC Youngstown OH 945 Windham Ct",jmccreery@financialguide.com,,Salesforce
10983739,Inactive Investor,Brittany Gordon,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",brittany.gordon@nm.com,,Salesforce
23173,,Guy Rodwell,Senior Portfolio Manager,"DWM Asset Management, LLC",guy@dwmarkets.com,1-203-655-5453,Initial Salesforce Import
206041,,Zachary Keats,,[Unknown],zach@gsfutures.vc,,Organic Search
11038610,Inactive Investor,Jesse Hurless,,"Wells Fargo Clearing Services, LLC Boise ID 3150 N 5 Mile Rd",jesse.hurless@wellsfargo.com,,Salesforce
9558042,,Lamar Kalcic,,,gerardkalcic48@gmail.com,,List import
10817546,Inactive Investor,Alae Jaber,Private Client Advisor,J.P. Morgan Securities LLC Denville NJ 57 Diamond Spring Rd,alae.jaber@jpmorgan.com,,Salesforce
11133420,Inactive Investor,Seth Ratchford,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,seth.ratchford@fidelity.com,,Salesforce
10935736,Inactive Investor,Stephen Grieco,,"American Portfolios Financial Services, Inc.",sgrieco@americanportfolios.com,,Salesforce
11164461,Inactive Investor,Michael Manion,Principal,Woodley Farra,,,Salesforce
11099524,Inactive Investor,Brandon Kanoy,Chief Financial Officer;Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",brandon.kanoy@aviorwealth.com,,Salesforce
11107570,Inactive Investor,David Borcherding,Advisor;Investment Advisor,"Quad-Cities Investment Group, LLC",dborcherding@goqcig.com,,Salesforce
10988772,Inactive Investor,Brandon Lopez,,Cetera Advisor Networks LLC Chico CA 434 Broadway St,,,Salesforce
10947913,Inactive Investor,Brittany Shemwell,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",brittany.shemwell@nm.com,,Salesforce
10855481,Inactive Investor,Shelley Strobel-Erhardt,Independent Investment Executive,"Stifel Independent Advisors, LLC Grand Rapids MI 233 Fulton St E",erhardts@stifelindependence.com,,Salesforce
10661355,,Michael Andelman,,,mandelman@dearbornpartners.com,,List Import
11154315,Inactive Investor,Jeremy Dexter,,PFS Investments Inc. New Orleans LA 4714 Earhart Blvd,jeremydexter@primerica.com,,Salesforce
11057219,Inactive Investor,Blake Cramer,Associate,Morgan Stanley Muskegon MI 800 E Ellis Rd,,,Salesforce
10953064,Inactive Investor,Alexander Reggio,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11181537,Inactive Investor,Michael Brady,Financial Advisor,"Wells Fargo Clearing Services, LLC Rhinebeck NY 6423 Montgomery St",michael.brady@wellsfargoadvisors.com,,Salesforce
149908,,Phil Waldron,,[Unknown],philip.waldron@gmail.com,,Webinar
10802697,Inactive Investor,Patrick Whalen,,"Northwestern Mutual Investment Services, LLC Lancaster PA 448 Murry Hill Cir",pat.whalen@nm.com,,Salesforce
10920423,Inactive Investor,William Mason,Financial Advisor,Edward Jones Morgantown WV 1 Wharf St,ryan.w.mason@edwardjones.com,,Salesforce
11179574,Inactive Investor,Isaac Simon,Financial Advisor;Lending Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,isaac.simon@morganstanley.com,,Salesforce
10876553,Inactive Investor,Priyanka Kothari,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milpitas CA 740 E Calaveras Blvd",priyanka.kothari@ml.com,,Salesforce
9549041,,David Lipner,,,david.lipner@mlp.com,,List import
9584455,,Malcolm Hicks,,,malcolm@theteamhicks.com,,List import
10884824,Inactive Investor,William Nelson,,"Kestra Investment Services, LLC Tampa FL Private Residence",,,Salesforce
9576240,,Michael Klenck,,,michael.klenck@voyafa.com,,List import
4927072,,Lillie Flagg,,,lilliecflagg@dayrep.com,,Web Form Fillout
10770911,Inactive Investor,Wesley Steed,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",wes.steed@wellsfargo.com,,Salesforce
9542402,,Vishal Bhatt,,,vishalbhattsa@gmail.com,,List import
10755999,Inactive Investor,Lori Sibble,Financial Advisor,Edward Jones Seneca PA 3233 State Rte 257,lori.sibble@edwardjones.com,,Salesforce
10755849,Inactive Investor,Richard Fields,,Allen & Company LLC,,,Salesforce
11032062,Inactive Investor,Brandon Moore,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",,,Salesforce
11197855,Inactive Investor,Derek Hull,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Bowling Green KY 400 E Main Ave",derek.hull@stifel.com,,Salesforce
10878650,Inactive Investor,John Kehrer,,"Avantax Investment Services, Inc. Henrietta NY Private Residence",,,Salesforce
10803232,Inactive Investor,Kyle Langerman,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Hudson OH 36 E Streetsboro St,kyle.langerman@morganstanley.com,,Salesforce
10845298,Inactive Investor,Howard Haywood,,"Equitable Advisors, LLC Wakefield VA 631 N County Dr",howard.haywood@equitable.com,,Salesforce
10800129,Inactive Investor,Matthew Mcaleer,Director;Executive Vice President;President;Shareholder,Cumberland Advisors,matthew.mcaleer@cumber.com,,Salesforce
10781706,Inactive Investor,Constantine Moutsatsos,,Citigroup Global Markets Inc.,constantine.moutsatsos@citigroup.com,,Salesforce
9942739,,John David,,,johndavid11442@gmail.com,,Web Form Fillout
10925467,Inactive Investor,Samuel Scheler,Financial Advisor,Edward Jones Conroe TX 4489 W Davis St,samuel.scheler@edwardjones.com,,Salesforce
11001190,Inactive Investor,Kevin Zickler,Retirement Education Specialist,"Voya Financial Advisors, Inc. Spokane WA Private Residence",kevin.zickler@voya.com,,Salesforce
10945732,Inactive Investor,Daniel Martinez,,State Farm VP Management Corp. Saint Petersburg FL 6520 4th St N,daniel.martinez.qfp1@statefarm.com,,Salesforce
11076443,Inactive Investor,John Dinkelmeyer,,"Osaic Wealth, Inc. Center Moriches NY 15 Frowein Rd",,,Salesforce
11078391,Inactive Investor,Andrew Mallios,,Jefferies LLC,amallios@jefferies.com,,Salesforce
10768641,Inactive Investor,Ardeshir Toussi,,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,ardeshir.toussi@morganstanley.com,,Salesforce
11142520,Inactive Investor,Caitlin Sieg,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",caitlin.sieg@ml.com,,Salesforce
10657358,,Brian Honda,,,brian.k.honda@jpmorgan.com,,List Import
11210860,Inactive Investor,Daniel John,,PFS Investments Inc. Minneapolis MN 8505 Wyoming Ave N,,,Salesforce
11197356,Inactive Investor,Kevin Oneill,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
211857,,Taylor Asher,Staffer,[Unknown],taylor.asher@mail.house.gov,,Content
10045,,Raul Flores,,Tejasjar,vandeerwestoissen@gmail.com,5.41155E+11,
9639474,,Beom-seok Kim,,,bk7180@pmaa.or.kr,,List import
11025733,Inactive Investor,William Pate,,"Woodmen Financial Services, Inc.",wtpate@woodmen.org,,Salesforce
10975703,Inactive Investor,Kayla Kaltenecker,Vice President;Wealth Advisor,Lido,kkaltenecker@lidoadvisors.com,,Salesforce
11072519,Inactive Investor,Tucker Erdmann,Vice President,J.P. Morgan Securities LLC Denver CO 1455 16th St,tucker.erdmann@jpmorgan.com,,Salesforce
11116689,Inactive Investor,Victor Reames,,Cetera Financial Specialists LLC Arlington TX 3503 Madeline Ct,,,Salesforce
10972106,Inactive Investor,Jalen Daniels,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9644692,,Takashi Kuwano,,,takashi.kuwano@gs.com,,List import
10611708,,Mark Phillips,"Financial Advisor, Managing Director - Investments",,mark.phillips@wfadvisors.com,,List Import
10837643,Inactive Investor,Michael Arthur,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",michael.arthur@ml.com,,Salesforce
11061795,Inactive Investor,Wayne Schmitz,,LPL Financial LLC Belleville IL 3424 S Belt W,wayne.schmitz@lpl.com,,Salesforce
10949460,Inactive Investor,Cody Hoilman,Wealth Advisor,Commonwealth Financial Network Banner Elk NC 397 Shawneehaw Ave,choilman@commonwealth.com,,Salesforce
9597360,,Michael Ness,,,michael.ness@cbreglobalinvestors.com,,List import
10909960,Inactive Investor,Diana McBride,,Lincoln Investment Endicott NY 30 Hooper Rd,dmcbride@lincolninvestment.com,,Salesforce
10982621,Inactive Investor,Jordan Stevenson,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",jordan.stevenson@nm.com,,Salesforce
11166217,Inactive Investor,Gregory Noether,,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
11038398,Inactive Investor,Peter Tarnow,,"Lincoln Douglas Investments, LLC",,,Salesforce
10773963,Inactive Investor,Michael Daly,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Yorktown Heights NY Private Residence,michael.daly@ubs.com,,Salesforce
11194219,Inactive Investor,Xiuzhen Huang,,"Transamerica Financial Advisors, Inc Saint Louis MO 12977 N 40 Dr",xiuzhen.huang@tfaconnect.com,,Salesforce
10619002,,Jennifer Cozza,,,jennifer.cozza@morganstanley.com,,List Import
9589370,,Christian O’Brien,,,Christian7@bohlandjewelers.com,,List import
11035348,Inactive Investor,Brett Cushing,,Kovack Securities Inc. Salt Lake City UT 141 E 5600 S,brett@kovacksecurities.com,,Salesforce
10657539,,Shubha Kirani,,,shubha.kirani@primerica.com,,List Import
11019586,Inactive Investor,Oliver Williams,,NYLIFE Securities LLC Orland Park IL 15414 S Harlem Ave,opwilliams@ft.newyorklife.com,,Salesforce
10647520,,Eric Berndt,,,eric.berndt@schwab.com,,List Import
10919815,Inactive Investor,Keith Guertin,Senior Wealth Advisor,OneDigital Investment Advisors,kguertin@onedigital.com,,Salesforce
10859696,Inactive Investor,Jonathan Dockery,Director - Financial Planning;Managing Member;Managing Partner,"Leconte Wealth Management, LLC",jon@lecontewealth.com,,Salesforce
11127929,Inactive Investor,James Miller,,"Kestra Investment Services, LLC Kalamazoo MI 6100 Stadium Dr",,,Salesforce
11161432,Inactive Investor,Rochelle Cohen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Long Island City NY Private Residence",,,Salesforce
11176263,Inactive Investor,Imani Bussell,Division Leader;Financial Advisor,PFS Investments Inc. South Holland IL 900 E 162nd St,imani.bussell@primerica.com,,Salesforce
10612393,,Nikolas Butkov,Financial Advisor,,nikolas.butkov@ampf.com,,List Import
10506077,,Bryan Hardegree,President,Coastal Valley Wealth Management,bryan.hardegree@wfafinet.com,19048349116,List import
10764364,Inactive Investor,Harold Cho,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",harold.cho@ml.com,,Salesforce
10832760,Inactive Investor,Gary Anderson,Financial Advisor,"Keystone Financial Group, LLC",gary.anderson@keystoneky.com,,Salesforce
10773764,Inactive Investor,David Tuttle,,J.P. Morgan Securities LLC New Berlin WI 15525 W National Ave,david.tuttle@jpmorgan.com,,Salesforce
11185967,Inactive Investor,Samuel Vogelbacher,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
11175695,Inactive Investor,Alan Rodrigues,Manager,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11235209,Inactive Investor,Samuel Stanus-Ghib,,Steward Capital LLC.,,,Salesforce
9567556,,Jehan Chu,,,jehan@kenetic.capital,,List import
10968323,Inactive Investor,Brianna Sansom,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10878644,Inactive Investor,Peter King,Senior Vice President,"The Oak Ridge Financial Services Group, Inc.",pking@oakridgefinancial.com,,Salesforce
372585,,Rachael Taylor,,United States,iamfea@gmail.com,,Salesforce
11194237,Inactive Investor,Angelic Phillips,,"TIAA-CREF Individual & Institutional Services, LLC Fort Worth TX Private Residence",aphillips2@tiaa-cref.org,,Salesforce
10877408,Inactive Investor,Robert Thompson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",rthompson12@ml.com,,Salesforce
11191150,Inactive Investor,Jorge Perez,,MooMoo Financial Inc.,jorge.perez@moomoo.com,,Salesforce
9552000,,Jeffrey Zuanich,,,jzuanich@seia.com,,List import
11165965,Inactive Investor,Suzanne Breitwieser,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",,,Salesforce
10958723,Inactive Investor,Will Sittenauer,,Edward Jones Derby KS 200 E Madison Ave,will.sittenauer@edwardjones.com,,Salesforce
11125599,Inactive Investor,Elizabeth Camp,Director - Alternative Investments;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,elizabeth.camp@morganstanley.com,,Salesforce
10915681,Inactive Investor,Conor Mcenulty,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
10658446,,Lynda Nordling,,,lynda.nordling@prudential.com,,List Import
11007825,Inactive Investor,Jose Alvarez,,PFS Investments Inc. Woodland Hills CA 20750 Ventura Blvd,jalvarez.35lpa@primerica.com,,Salesforce
10918673,Inactive Investor,Annabelle Walker,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",annie.walker@raymondjames.com,,Salesforce
10613587,,Francis Giordano,Financial Advisor,,francis.giordano@ubs.com,,List Import
9581953,,Joseph Salvatore,,,jsalvatore@millertabak.com,,List import
10967137,Inactive Investor,Erica Gahm,Financial Consultant,"First Citizens Investor Services, Inc.",erica.gahm@firstcitizens.com,,Salesforce
9559910,,David Stephens,,,david.stephens@voyafa.com,,List import
10763190,Inactive Investor,Steven Quesnel,Financial Advisor,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",steven.quesnel@wellsfargoadvisors.com,,Salesforce
10955948,Inactive Investor,Conner Siekman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,conner.siekman@fmr.com,,Salesforce
10616693,,Thomas Hickey,,,thomas_m_hickey@ml.com,,List Import
10960108,Inactive Investor,Aziz Kanjiani,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,akanjiani@ft.newyorklife.com,,Salesforce
9639691,,Garrett Quinn,,,ir@smurfitkappa.com,,List import
9597170,,Sean Talkshow,,,seantanxu@gmail.com,,List import
11106413,Inactive Investor,Patrick O'Connor,Assistant Vice President;Financial Advisor,"Citizens Securities, Inc. Cromwell CT 61 Shunpike Rd",patrick.e.oconnor@citizenssecurities.com,,Salesforce
10951907,Inactive Investor,Zachary Gibson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
9607338,,Kenneth Schiebel,,,schiebelk@pfm.com,,List import
11102370,Inactive Investor,Michael Krause,Managing Member;Partner,Counterpoint Asset Management LLC,,,Salesforce
11129326,Inactive Investor,Michael Bellace,Assistant Vice President;Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,michael.bellace@morganstanley.com,,Salesforce
10906353,Inactive Investor,Thinh Nguyen,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
10907979,Inactive Investor,Barbara Jolliffe,,"Osaic Wealth, Inc. Oakland CA 6212 Rockwell St",,,Salesforce
10791210,Inactive Investor,Michael Sanna,,Vanguard Marketing Corporation,,,Salesforce
373560,,Kaifeng Yao,,[Unknown],yao.kaifeng@gmail.com,,source
11129130,Inactive Investor,Taylor Onyskiw,,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",,,Salesforce
110324,,Tawana Lugo,,Self,tawanalugo@yahoo.com,5166023042,
10889836,Inactive Investor,Jason Hoffman,,"Osaic Wealth, Inc. Overland Park KS 11101 Switzer Rd",,,Salesforce
9591654,,Arun V,,,mearunvel@gmail.com,,List import
11092207,Inactive Investor,Valeria Bahena,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,valeria.bahena@morganstanley.com,,Salesforce
10969534,Inactive Investor,Benjamin Trostad,Associate,Edward Jones Crookston MN 2015 Sahlstrom Dr,,,Salesforce
10840854,Inactive Investor,Sara Glakas,Founder;Managing Member;Managing Partner,"Black Barn Financial, LLC",sara@blackbarnfinancial.com,,Salesforce
10866156,Inactive Investor,Erick Suazo,Private Client Banker;Vice President,J.P. Morgan Securities LLC Irvine CA 2967 Michelson Dr,erick.suazo@jpmorgan.com,,Salesforce
11045298,Inactive Investor,Stacy Lampros,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",,,Salesforce
10978578,Inactive Investor,Michael Schwed,,"MML Investors Services, LLC New York NY 250 W 34th St",,,Salesforce
10880277,Inactive Investor,Carlos Villalobos,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,carlos.villalobos@jpmorgan.com,,Salesforce
10792405,Inactive Investor,Jon Sims,,"Allstate Financial Services, LLC Santa Rosa CA 141 Stony Cir",jonsims@allstate.com,,Salesforce
10982547,Inactive Investor,Griffin Collier,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,griffin.collier@jpmorgan.com,,Salesforce
11172381,Inactive Investor,Garrett O'Grady,,J.P. Morgan Securities LLC Marina del Rey CA 4676 Admiralty Way,garrett.ogrady@jpmorgan.com,,Salesforce
10834095,Inactive Investor,Michael Callahan,,Cetera Advisors LLC Southington CT 72 Queen St,michael.callahan@ceteraadvisors.com,,Salesforce
10941154,Inactive Investor,Tyler Kamp,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,tyler_kamp@vanguard.com,,Salesforce
11146206,Inactive Investor,Luis Alfonso,Associate Vice President;Financial Advisor,Morgan Stanley Rockville MD 702 King Farm Blvd,luis.alfonso@morganstanley.com,,Salesforce
10617449,,Edward Malysiak,,,emalysiak@williamblair.com,,List Import
10815290,Inactive Investor,Harry Smith,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",harry.smith@rbc.com,,Salesforce
2394632,,Michael Sullivan,,,mikesullivanindy@gmail.com,,
11201774,Inactive Investor,William Lukach,Financial Advisor,LPL Financial LLC San Rafael CA 4040 Civic Center Dr,william.lukach@lpl.com,,Salesforce
11166421,Inactive Investor,Alessandro Marchetti,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
2458612,,R M,,,ravtram724@gmail.com,,
11260231,Inactive Investor,Jack Mclaughlin,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",,,Salesforce
11068970,Inactive Investor,Megan Woolley,,State Farm VP Management Corp. Bozeman MT 1805 W Dickerson St,,,Salesforce
11211451,Inactive Investor,John Hoemeyer,,"Osaic Wealth, Inc. Saint Louis MO 11440 Olive Blvd",,,Salesforce
198486,,John Schonberg,"Chief Investment Officer, Board Of Directors",Stonebridge Capital Advisors Llc,jschonberg@stonebridgecap.com,651-251-1000,Manual List Upload
10931633,Inactive Investor,Tim Yessin,,"Raymond James Financial Services, Inc. Lexington KY 106 W Vine St",tim.yessin@raymondjames.com,,Salesforce
9628812,,Amy Sutter,,,amysutter@me.com,,List import
10821893,Inactive Investor,Genevieve Clayton,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",genevieve.clayton@ml.com,,Salesforce
11128099,Inactive Investor,Samantha Boden,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11105466,Inactive Investor,Brian Hogan,Portfolio Manager;Principal,"Stonebridge Capital Management NW, LLC",bhogan@stonebridgenw.net,,Salesforce
10985195,Inactive Investor,Thomas Robertson,,"Osaic Institutions, Inc. Minneapolis MN 120 S 6th St",,,Salesforce
9558366,,Raja Vairaashtak,,,raja.vairaashtak@gmail.com,,List import
10878802,Inactive Investor,Jessica Ruff,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Butler NJ 1400 State Rte 23",jessica.ruff@ml.com,,Salesforce
10798939,Inactive Investor,Robert Lopez,,PFS Investments Inc. Tucson AZ 5920 E Pima St,robert.lopez@primerica.com,,Salesforce
10755487,Inactive Investor,Bret Farrington,Managing Director - Investment Officer;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",bret.farrington@wellsfargo.com,,Salesforce
11167150,Inactive Investor,Nina Rose,,"TIAA-CREF Individual & Institutional Services, LLC Bellevue WA 929 108th Ave NE",,,Salesforce
10775871,Inactive Investor,Kara Belasco,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",kara.belasco@ml.com,,Salesforce
10757546,Inactive Investor,Michael Bigley,,"NewEdge Securities, Inc. Canonsburg PA 455 Valley Brook Rd",,,Salesforce
10754482,Inactive Investor,Robert Bingham,Chief Investment Officer;President,SKY Investment Group LLC,rbingham@skyig.com,,Salesforce
346542,,Daniel Luke,Director & Gsp,"Dfpg Investments, Llc",dluke@dfpg.com,801-838-9999,Manual List Upload
11176356,Inactive Investor,Ethan Runyan,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,ethan.runyan@fmr.com,,Salesforce
11123883,Inactive Investor,Jayce Serrano,Financial Advisor,LPL Financial LLC Victoria TX 10301 NE Zac Lentz Pkwy,jayce.serrano@lpl.com,,Salesforce
10911927,Inactive Investor,Christopher Mcleod,,LPL Financial LLC Sacramento CA 3610 American River Dr,christopher.mcleod@lpl.com,,Salesforce
10986308,Inactive Investor,Zachariahs Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10891036,Inactive Investor,Angelique Ayala,Financial Planner,Commonwealth Financial Network Reston VA 1818 Library St,aayala@commonwealth.com,,Salesforce
10925448,Inactive Investor,Susan Jolley,Financial Advisor,Edward Jones Pittston PA 214 S Main St,susan.dantonajolley@edwardjones.com,,Salesforce
350538,,Bill Tedford,Chairman,"Stephens Group Asset Management, Llc",bill@sgassetmgt.com,501-246-7500,Manual List Upload
10755124,Inactive Investor,Brian Martin,,"Avantax Investment Services, Inc. Valencia CA 25128 Avenue Tibbitts",,,Salesforce
10835921,Inactive Investor,William Menke,Executive Director;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Chicago IL 233 S Wacker Dr,william.c.menke@morganstanley.com,,Salesforce
9611633,,Donald duck,,,potus@whitehouse.gov,,List import
10874624,Inactive Investor,Rena Pitchess,,"Avantax Investment Services, Inc. Manhattan Beach CA 1334 Park View Ave",,,Salesforce
11009142,Inactive Investor,Adam Coppock,,"Raymond James Financial Services, Inc. Canfield OH 5731 Shields Rd",adam.coppock@raymondjames.com,,Salesforce
10487119,,Joel Cochran,Financial Consultant,"Equitable Advisors, LLC",joel.cochran@equitable.com,,List Import
9555455,,Funso Dada,,,dadafunso12@gmail.com,,
10904391,Inactive Investor,Christopher White,Financial Advisor,Edward Jones Butler MO 100 W Ohio St,christopher.d.white@edwardjones.com,,Salesforce
10865375,Inactive Investor,Kristine Gibson,,"Private Client Services, LLC Scottsdale AZ 8737 E Via de Commercio",,,Salesforce
11124709,Inactive Investor,Nathan Jones,Financial Associate,Thrivent Investment Management Inc. Portland OR 9397 SW Locust St,nathan.jones@thrivent.com,,Salesforce
10772198,Inactive Investor,Cheryl Knight,Investment Advisor Representative,"The Strategic Financial Alliance, Inc. Foothill Ranch CA 26632 Towne Centre Dr",cknight@thesfa.net,,Salesforce
10648450,,Evan Paine,,,evan.clark@fmr.com,,List Import
353208,,David Gura,Correspondent,NPR,dgura@npr.org,,Event
342389,,Christopher Murphy,Principal,Trilantic North America,christopher.murphy@trilantic.com,212-607-8450,Manual List Upload
11092107,Inactive Investor,Victor Guettlein,Chief Compliance Officer;President;Retirement Planning Specialist,Blueprint Financial Services,victor@blueprintfinancialservices.com,,Salesforce
102168,,John Estridge,,United States,john_estridge@yahoo.com,,
9543141,,Harriet Dower,,,hdower@firstrepublic.com,,List import
10863373,Inactive Investor,Bryan Wisda,Member,Almega Wealth Management,bryan@almega-wealth.com,,Salesforce
10774596,Inactive Investor,Brian Kinney,,"Kestra Investment Services, LLC Memphis TN 6525 N Quail Hollow Rd",,,Salesforce
10840753,Inactive Investor,Bryan Larocque,Financial Advisor,Edward Jones Lake Charles LA 824 Sam Houston Jones Pkwy,bryan.larocque@edwardjones.com,,Salesforce
10962728,Inactive Investor,Nicholas Brigham,Associate,Edward Jones Nashua NH 30 Temple St,nick.brigham@edwardjones.com,,Salesforce
10959355,Inactive Investor,William Thrush,,"Robertson Stephens Capital Markets, LLC Westport CT 61 Jesup Rd",william.thrush@rscapital.com,,Salesforce
333412,,Roy Ballentine,Executive Chairman & Founder,Ballentine Partners,rballentine@ballentinepartners.com, +1 603 737 1220,Manual List Upload
10964356,Inactive Investor,John Kness,,"Osaic Wealth, Inc. Du Bois PA 407 S Main St",,,Salesforce
9571457,,Wilson Cannon,,,wcannon@massmutual.com,,List import
10981376,Inactive Investor,Nicole Galloway,,PlanMember Securities Corporation Ruston WA Private Residence,,,Salesforce
10900014,Inactive Investor,Lee Norman,Financial Advisor,Edward Jones Murray KY 1712 US Hwy 121 Byp N,andrew.norman@edwardjones.com,,Salesforce
9637460,,Gula Smith,,,gulasmith8@gmail.com,,List import
10953239,Inactive Investor,Alfred Rich,Wealth Advisor,LPL Financial LLC Cape Coral FL Private Residence,al.rich@lpl.com,,Salesforce
11143830,Inactive Investor,Misty Patrizzi,,"Raymond James Financial Services, Inc.",misty.patrizzi@raymondjames.com,,Salesforce
9601823,,Max Dobson,,,mvdobson@mjgcinc.net,,List import
9608203,,Keith Salter,,,pmrincnc@gmail.com,,List import
11161870,Inactive Investor,Lukas Foley,Financial Advisor,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",lukasfoley@financialguide.com,,Salesforce
10926674,Inactive Investor,Susan Danehower,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",susan.danehower@nm.com,,Salesforce
10775409,Inactive Investor,Nicholas Luce,Financial Advisor,"Wells Fargo Clearing Services, LLC Beaumont CA 1494 E 2nd St",nicholas.luce@wellsfargo.com,,Salesforce
9566063,,Richard Iannone,,,rich.eglobal@yahoo.com,,List import
11022822,Inactive Investor,Tessa Mcleod,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
9647075,,Erdal Catal,,,erdalcatal@hotmail.com,,List import
233023,, -,,[Unknown],inna.harbove@haworth.com,,
9645588,,Jason Lang,,,jasonlang89@gmail.com,,List import
11084176,Inactive Investor,Richard Burrows,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",richard.burrows@wellsfargoadvisors.com,,Salesforce
11178054,Inactive Investor,Filippo Menegon,,Vanguard Marketing Corporation,filippo_menegon@vanguard.com,,Salesforce
11052494,Inactive Investor,Jesse Thomas,,"Lighthouse Capital Group, LLC",jthomas@jrw.com,,Salesforce
11169097,Inactive Investor,Kenneth Krause,Financial Advisor,"Ameriprise Financial Services, LLC Aberdeen SD 101 3rd Ave SW",kenneth.k.krause@ampf.com,,Salesforce
10923934,Inactive Investor,Jack Makee,,"Wells Fargo Advisors Financial Network, LLC Beachwood OH 3201 Enterprise Pkwy",,,Salesforce
9625107,,ROUSSEAUX Michel,,,mmaldoror@hotmail.fr,,List import
9572989,,David Blinbaum,,,dblinbaum@psam.com,,List import
9564416,,Randy Osterman,,,osterman.randy@principal.com,,List import
10762204,Inactive Investor,Kenneth Hines,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",kenneth_hines@ml.com,,Salesforce
11004511,Inactive Investor,Frederick Aristile,,PFS Investments Inc. Miami FL 666 NE 125th St,faristile.1kcjg@primerica.com,,Salesforce
11104659,Inactive Investor,Seth Boucher,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,seth.boucher@fidelity.com,,Salesforce
9586506,,Junaid Wahedna,,,junaid@wahedinvest.com,,List import
10613905,,Mark Sullivan,"Financial Advisor, Managing Director",,mark.sullivan@ubs.com,,List Import
10868595,Inactive Investor,William Brennan,Financial Advisor,LPL Financial LLC Chesterfield MO 400 Chesterfield Ctr,william.brennan@lpl.com,,Salesforce
11132850,Inactive Investor,Audrey McCray,Senior Vice President - Investments,Davenport & Company LLC,aramseur@investdavenport.com,,Salesforce
9599184,,Brian P,,,bcp892@gmail.com,,List import
10755032,Inactive Investor,James Smith,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",james_b_smith@ml.com,,Salesforce
11048603,Inactive Investor,Kyle Harris,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,kyle.harris@ubs.com,,Salesforce
11162265,Inactive Investor,Lewis Assaley,Financial Advisor;Senior Vice President,Morgan Stanley Cincinnati OH 221 E 4th St,lewis.assaley@morganstanley.com,,Salesforce
11169549,Inactive Investor,Daniel Kimberling,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9605382,,William Jamison,,,bjamison@federatedinv.com,,List import
239871,,Christopher NG,Compliance Manager,MASHREQBANK PSC,christopherng@mashreq.com,85295077808,Event
11202489,Inactive Investor,David Natzke,,PFS Investments Inc. Wixom MI 28221 Beck Rd,david.natzke@primerica.com,,Salesforce
11009923,Inactive Investor,Sheryl Devoss,Wealth Advisor,"U.S. Bancorp Investments, Inc. Phoenix AZ 2222 E Camelback Rd",kim.devoss@usbank.com,,Salesforce
11041412,Inactive Investor,Jeremy Ramsey,Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",jeremy.ramsey@raymondjames.com,,Salesforce
9580914,,michael steadman,,,msteadman@gmail.com,,List import
9626268,,Refael chaimov,,,refaelchaimov@gmail.com,,List import
11141506,Inactive Investor,Douglas Thierman,,Quint Capital Corporation,dthierman@quintcapital.com,,Salesforce
9596396,,Bill Wentworth,,,bwblind@comcast.net,,List import
10902860,Inactive Investor,John Zicari,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",zicarij@stifel.com,,Salesforce
11210223,Inactive Investor,Luis Alvarado,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",luis.alvarado@equitable.com,,Salesforce
11058875,Inactive Investor,Trent Witthoeft,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,trent.witthoeft@fidelity.com,,Salesforce
10990974,Inactive Investor,Christopher Moyer,,LPL Financial LLC Rowlett TX 4418 Meadowcove Dr,christopher.moyer@lpl.com,,Salesforce
10843116,Inactive Investor,Kevin Melling,,"Osaic Wealth, Inc. Denver CO 200 Union Blvd",kmelling@royalaa.com,,Salesforce
50890,,Jeffrey Haas,Financial Professional,"Voya Financial Advisors, Inc.",jeff.haas@voya.com,,
11143996,Inactive Investor,Henry Neale,,"HighTower Securities, LLC",hneale@hightoweradvisors.com,,Salesforce
11120549,Inactive Investor,Kyle Petties,,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,kpetties@primerica.com,,Salesforce
11041660,Inactive Investor,Rebecca Sorensen,,"Osaic Wealth, Inc. Spencer WI 702 E Willow Dr",,,Salesforce
11168918,Inactive Investor,Bradley Woolcott,Financial Advisor,"Pruco Securities, LLC. Marion IL 704 E Deyoung St",bradley.woolcott@prudential.com,,Salesforce
11142083,Inactive Investor,Cornelius Dempsey,,"Independent Financial Group, LLC Los Altos CA 111 Main St",,,Salesforce
11144009,Inactive Investor,James Cliff,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10994431,Inactive Investor,Andres Larrea,Financial Advisor,"InSight Securities, Inc. Miami FL 777 Brickell Ave",alarrea@insightamericas.net,,Salesforce
11177372,Inactive Investor,Jean Chiardio,,Cetera Financial Specialists LLC Medford NJ 150 Himmelien Rd,jean.chiardio@ceterafs.com,,Salesforce
224231,,Thomas Borum111,,THOMAS BORUM,wzzk7@yahoo.com,,Direct
11212475,Inactive Investor,Kaushik Parmar,,J.P. Morgan Securities LLC East Northport NY 271 Larkfield Rd,kaushik.k.parmar@jpmorgan.com,,Salesforce
10489828,,Darrell Cain,Owner,"Cain, Watters & Associates, LLC Plano TX 6900 Dallas Pkwy",darrell@cainwatters.com,,List Import
11068267,Inactive Investor,Marc Gamberdella,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",marc_gamberdella@ml.com,,Salesforce
9560876,,?? ?,,,juikee49@gmail.com,,List import
11041609,Inactive Investor,Neal Deutsch,,Cetera Advisors LLC Suffern NY 4 Executive Blvd,,,Salesforce
350739,,Bob Fairbrook,Financial Counselor,"Wise Planning, Inc.",bob@wiseplanninginc.com,847-834-9473,Manual List Upload
11254498,Inactive Investor,Delrol Peters,Associate Manager;Vice President,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",,,Salesforce
10898926,Inactive Investor,Matthew Wegryn,,Santander Securities LLC Florham Park NJ 200 Park Ave,matthew.wegryn@santanderinvestments.com,,Salesforce
240477,,Bair Samuel,,[Unknown],samuel.bair@ceterainvestors.com,,Event
11211524,Inactive Investor,Sean Storms,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,sean.storms@jpmorgan.com,,Salesforce
11149388,Inactive Investor,Jeffrey Huenniger,Financial Advisor,Thrivent Investment Management Inc. Buford GA Private Residence,jeff.huenniger@thrivent.com,,Salesforce
9594347,,Robert Sweet,,,n93ls1@gmail.com,,List import
10753325,Inactive Investor,Marie Meister,Paraplanner,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",marie.meister@ampf.com,,Salesforce
11144673,Inactive Investor,Katherine McMaster,,"Bessemer Investor Services, Inc. Atlanta GA 3455 Peachtree Rd NE",mcmaster@bessemer.com,,Salesforce
10841576,Inactive Investor,Ramak Fazeli,Senior Manager,"Charles Schwab & Co., Inc. Roseville CA Private Residence",,,Salesforce
10780129,Inactive Investor,Arnold Schmeidler,Senior Partner,"ARS Investment Partners, LLC",ars@arschmeidler.com,,Salesforce
10896666,Inactive Investor,Bradley Schell,,"Raymond James Financial Services, Inc. Beltsville MD 4061 Powder Mill Rd",brad.schell@raymondjames.com,,Salesforce
9579732,,walter smith,,,walter@mailcui.com,,List import
11061348,Inactive Investor,Michael Polan,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",mike.polan@nm.com,,Salesforce
10967195,Inactive Investor,Tariq Albusaidy,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,tariq_albusaidy@vanguard.com,,Salesforce
198301,,Bill Neal,,[Unknown],bpneal55@gmail.com,,Organic Search
10785895,Inactive Investor,Thanh Roettele,,J.P. Morgan Securities LLC Houston TX 600 Travis St,thanh.roettele@jpmorgan.com,,Salesforce
11206960,Inactive Investor,Adam Johnson,,Mutual of America Securities LLC Overland Park KS 7300 College Blvd,adam.johnson@mutualofamerica.com,,Salesforce
344024,,Rory Tobin,"Executive Vice President, Head Of Global Spdr","Ssga Funds Management, Inc.",rory_tobin@ssga.com,617-786-3000,Manual List Upload
11174004,Inactive Investor,Noel Bennett,Financial Advisor,"Osaic Wealth, Inc. Tulsa OK 6660 S Sheridan Rd",nbennett@royalaa.com,,Salesforce
10886166,Inactive Investor,Keith Ketcham,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9562785,,Octavio Padilla,,,padilla.octavio@gmail.com,,List import
11042686,Inactive Investor,Mark Stys,Founding Partner;President,"WS Wealth Management, LLC",mstys@wswealthmanagement.com,,Salesforce
11262672,,a a,,,as@fd.to,,Web Form Fillout
10809080,Inactive Investor,David Turner,Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",dave.turner@raymondjames.com,,Salesforce
11040700,Inactive Investor,Victor Levy,Chief Compliance Officer;Chief Executive Officer;President,Levy Wealth Management Group,vlevy@levywealth.com,,Salesforce
10869578,Inactive Investor,Ross Lloyd,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",rlloyd@tiaa.org,,Salesforce
10829872,Inactive Investor,Roderick Vaughn,,"CFD Investments, Inc. Fairfield IL 110 W Main St",roderick.vaughn@cfdinvestments.com,,Salesforce
11061503,Inactive Investor,Richard Heiges,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,richard.heiges@jpmorgan.com,,Salesforce
11133803,Inactive Investor,Theodore Alexander,,"Lion Street Financial, LLC Sunbury OH 80 S Columbus St",talexander@lionstreet.com,,Salesforce
10660005,,James Browning,,,james_browning@packerlandbrokerage.com,,List Import
9594915,,Shaun Kapusinski,,,skapusinski@sequoia-financial.com,,List import
10812847,Inactive Investor,Ashley Potts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 2951 Ranch Road 620 S",ashley.potts@ml.com,,Salesforce
10910992,Inactive Investor,Andrew Gryszowka,Wealth Manager,Creative Planning,andrew.gryszowka@creativeplanning.com,,Salesforce
11058997,Inactive Investor,Catherine Deutsch,,LPL Financial LLC Ventura CA 701 E Santa Clara St,catherine.deutsch@lpl.com,,Salesforce
11139875,Inactive Investor,Bryan Walker,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,bryanderaunewalker@primerica.com,,Salesforce
569,,,,,junelee6759817@yahoo.com.hk,,
11209407,Inactive Investor,Naomi Stirdivant,Branch Office Administrator,Edward Jones Grand Rapids MI 99 Monroe Ave NW,naomi.stirdivant@edwardjones.com,,Salesforce
10995526,Inactive Investor,Victoria Ongara,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10883009,Inactive Investor,Jared Cook,Financial Advisor,Edward Jones Norman OK 1017 24th Ave NW,j.cook@edwardjones.com,,Salesforce
11193185,Inactive Investor,Matthew Seehusen,Financial Advisor,Edward Jones Rochester MN 3145 Wellner Dr NE,matthew.seehusen@edwardjones.com,,Salesforce
10951653,Inactive Investor,Alisha Flanagan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9603432,,Stewart Day,,,kday37@gmail.com,,List import
241674,,MILTON GARCIA,,[Unknown],garcia.espinoza2000@gmail.com,,Direct
11034736,Inactive Investor,Samantha Dobshinsky,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,samantha_dobshinsky@vanguard.com,,Salesforce
10695914,,Erica Bloudek,,ASHTON THOMAS PRIVATE WEALTH LLC,ebloudek@at-pw.com,,List Import
10818413,Inactive Investor,Rochelle Schaeffer,Client Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,rochelle.schaeffer@jpmorgan.com,,Salesforce
38882,,Scott Parson,Financial Consultant,Thrivent Investment Management Inc.,scott.parson@thrivent.com,,
10750652,Inactive Investor,Doris Vazquez-Morales,,"Samuel A. Ramirez & Company, Inc. San Juan 250 Ave Ponce de Leon",,,Salesforce
9604679,,Lou White,,,louwhite100@gmail.com,,List import
9570896,,Jose Makayan,,,jmakayan@vanderbiltsecurities.com,,List import
11233610,Inactive Investor,Jose Meza,Financial Consultant,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
111192,,Sean Ammirati,Partner,Birchmere Ventures,sean@birchmerelabs.com,1-412-322-3300,Database Upload
11108715,Inactive Investor,Martha Fernandez Villegas,,Citigroup Global Markets Inc.,,,Salesforce
11212635,Inactive Investor,Chul Kwak,,NYLIFE Securities LLC New York NY 420 Lexington Ave,ckwak@ft.newyorklife.com,,Salesforce
10611751,,William Bates,Financial Advisor,,hayden.bates@wellsfargoadvisors.com,,List Import
10894179,Inactive Investor,Edlin Figueroa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",,,Salesforce
11229999,Inactive Investor,John Dimonda,Chief Executive Officer;Director;President;Senior Vice President,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",,,Salesforce
9561037,,Jeffrey Noeker,,,jeffrey.noeker@53.com,,List import
9614437,,Rick Kneisley,,,r_kneisley@yahoo.com,,List import
11095391,Inactive Investor,Jeffrey Kaplan,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Richmond VA 901 E Byrd St,seth.kaplan@morganstanley.com,,Salesforce
9621607,,?? ?,,,ruddndkemf10@naver.com,,List import
10923923,Inactive Investor,Austin Ringquist,Financial Advisor;Practice Marketing Associate,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",austin.ringquist@raymondjames.com,,Salesforce
10966154,Inactive Investor,Joli Fridman,Wealth Advisor,"Buckingham Strategic Wealth, LLC Deerfield IL 500 Lake Cook Rd",jfridman@buckinghamgroup.com,,Salesforce
10776766,Inactive Investor,George Hugh,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",george_w_hugh@ml.com,,Salesforce
10646707,,Brian Janes,,,brian.janes@thrivent.com,,List Import
11089523,Inactive Investor,Aaron Munk,,Purshe Kaplan Sterling Investments Cedarhurst NY 335 Washington Ave,amunk@pksinvest.com,,Salesforce
11067983,Inactive Investor,Francis Antonucci,Chief Compliance Officer;Financial Advisor,Centennial Management San Diego CA Private Residence,,,Salesforce
11058808,Inactive Investor,Austin Bell,,"VALIC Financial Advisors, Inc. Asheville NC Private Residence",austin.bell@valic.com,,Salesforce
10967598,Inactive Investor,Ann Price,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",ann.price@prudential.com,,Salesforce
11211523,Inactive Investor,Helman Garcia Diaz,,J.P. Morgan Securities LLC Murfreesboro TN 4145 Franklin Rd,helman.garcia-diaz@jpmorgan.com,,Salesforce
11036751,Inactive Investor,Kelly Burdick,,LPL Financial LLC Hornell NY 6250 County Rte 64,kelly.burdick@lpl.com,,Salesforce
9643382,,Ye Ruihua,,,yeruihua@hotmail.com,,List import
148618,,Ashfaq Ahmed,,[Unknown],ahmedashfaq@yahoo.com,,
10912432,Inactive Investor,James Lumberg,Founder;Principal;Regulatory Contact,SouthCol Advisors,james.lumberg@southcoladvisors.com,,Salesforce
10823697,Inactive Investor,Bryce Martel,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11031742,Inactive Investor,Chassidy Dubois,,"Empower Financial Services, Inc East Longmeadow MA Private Residence",,,Salesforce
9624743,,ed hung,,,ehsuhuang@gmail.com,,List import
11236108,Inactive Investor,Joseph Bartolomeo,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
3603417,,Ashish Kumar,,,kumarbanti94684@gmail.com,,Web Form Fillout
11104158,Inactive Investor,Venkatesh Kurvari,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,venkatesh.kurvari@jpmorgan.com,,Salesforce
11176559,Inactive Investor,Stephen Thomas,Financial Advisor,Edward Jones Lehigh Acres FL 3509 Lee Blvd,stephen.thomas@edwardjones.com,,Salesforce
10989171,Inactive Investor,Kendall Bensche,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10657232,,Tom Yi,,,tyi@regalsecurities.com,,List Import
10801939,Inactive Investor,Franklin Giovannelli,Financial Advisor,Edward Jones New Albany OH 5121 Forest Dr,,,Salesforce
10824095,Inactive Investor,Mark Chamness,,PFS Investments Inc. Sykesville MD 7566 Main St,mark.chamness@primerica.com,,Salesforce
11073975,Inactive Investor,Derek Farley,,"DFPG Investments, LLC",,,Salesforce
11036461,Inactive Investor,Zachary Belgrade,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9592711,,Theodore Doremus,,,tjdoremus@prestonwealthadvisors.com,,List import
10884918,Inactive Investor,Margaret Guido,Private Client Advisor,J.P. Morgan Securities LLC Alexandria VA 628 King St,margaret.guido@jpmorgan.com,,Salesforce
11023534,Inactive Investor,Amber Rose,Compliance Coordinator;Operations Manager,Ivanoff Wealth Management Inc.,,,Salesforce
10880213,Inactive Investor,Daniel Barylak,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,dan.barylak@fmr.com,,Salesforce
10876857,Inactive Investor,Brian Levinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",brian.levinson@wellsfargo.com,,Salesforce
11174077,Inactive Investor,Marc Wambaugh,Wealth Advisor,"Total Wealth Planning, LLC",marc@twpteam.com,,Salesforce
10920802,Inactive Investor,David Mulkern,,LPL Financial LLC Laconia NH Private Residence,david.mulkern@lpl.com,,Salesforce
373558,,Nicholas Noppinger,,[Unknown],noppinger@gmail.com,,source
348678,,Gerard Ransing,Investment Specialist,"MML Investors Services, LLC",gransing@financialguide.com,301-355-5800,
10657588,,Jaime Zavala,,,jaime.zavala@countryfinancial.com,,List Import
10797299,Inactive Investor,James Wright,Financial Advisor,"Ameriprise Financial Services, LLC Clinton Township MI 43900 Garfield Rd",james.r.wright@ampf.com,,Salesforce
11103036,Inactive Investor,Shalana Poole,Financial Advisor,LPL Financial LLC Kyle TX 7212 Goforth Rd,shalana.poole@lpl.com,,Salesforce
10793942,Inactive Investor,Gina Conaway,,State Farm VP Management Corp. Saint Joseph MO 3510 Messanie St,,,Salesforce
11059266,Inactive Investor,Stephen Cicali,Financial Advisor;Senior Vice President,Prime Capital Financial Marlton NJ 601 Rte 73 N,scicali@pciawealth.com,,Salesforce
10923532,Inactive Investor,Matthew Etheridge,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10817782,Inactive Investor,Emilio Labrador,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",emilio.labrador@equitable.com,,Salesforce
9619069,,Jack Dickinson,,,jdickinson@valueact.com,,List import
11177208,Inactive Investor,Michael Klingenberger,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
9570321,,Robert Hoffer,,,nacshack@gmail.com,,List import
11158392,Inactive Investor,Carl Dicesare,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",carl.dicesare@nm.com,,Salesforce
10954108,Inactive Investor,Austin Burton,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11102427,Inactive Investor,Joshua Ricciarelli,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,joshua.d.ricciarelli@jpmorgan.com,,Salesforce
11152517,Inactive Investor,Jason Rasmussen,,"Osaic Wealth, Inc. La Crosse WI 3167 Berlin Dr",,,Salesforce
226307,, -,,[[Unknown]],angiedove83@gmail.com,,Initial Salesforce Import
40216,,Hilary Bevers,Associate,Thrivent Investment Management Inc.,hilary.bevers@thrivent.com,262-679-3280,
10959147,Inactive Investor,Viktor Kholodyuk,Securities Analyst,Fisher Investments,,,Salesforce
11149311,Inactive Investor,Carrie Miller,Client Service Representative,"Fifth Third Securities, Inc. Springfield OH 2700 N Limestone St",carrie.miller@53.com,,Salesforce
214743,,Amine Atrari,,[Unknown],amineatrari@gmail.com,,source
11044235,Inactive Investor,John Glover,Financial Advisor,Robert W. Baird & Co. Incorporated Hendersonville NC 101 E Allen St,jglover@rwbaird.com,,Salesforce
4018429,,Ricardo Cuellar,,,r_allminer@hotmail.com,,Web Form Fillout
10921523,Inactive Investor,Richard Kimble,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,richard.kimble@primerica.com,,Salesforce
10753534,Inactive Investor,Mary Miller,,Commonwealth Financial Network Marlton NJ 701 Rte 73 N,,,Salesforce
11057047,Inactive Investor,Courtney Hensley,,Cetera Advisors LLC Livingston TX 2123 U S Hwy 190 W,,,Salesforce
11209977,Inactive Investor,Jack Guiboux,Financial Consultant,"Charles Schwab & Co., Inc. West Hartford CT 11 S Main St",,,Salesforce
9647010,,haldun alkaya,,,haldunalkaya@gmail.com,,List import
9597617,,mehdi rezaee,,,mititrader@protonmail.com,,List import
10881186,Inactive Investor,Troy Noor,Executive Director;Officer;Owner;Portfolio Manager,Boulevard,troy@blvdwealth.com,,Salesforce
10614799,,Matthew Morea,"Financial Advisor, Senior Vice President",,matthew.morea@morganstanley.com,,List Import
9644056,,Jason Miller,,,jasonllewelynmiller@gmail.com,,List import
10939514,Inactive Investor,Dante Liberti,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",dante.liberti@ampf.com,,Salesforce
11025692,Inactive Investor,Jorn-Erik Madsen,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",,,Salesforce
10868428,Inactive Investor,Matthew Brakke,,NYLIFE Securities LLC Pierre SD 1205 N Harrison Ave,mbrakke@ft.newyorklife.com,,Salesforce
11017510,Inactive Investor,Desmond Allen,,NYLIFE Securities LLC Greenville SC 300 Executive Center Dr,ddallen@ft.newyorklife.com,,Salesforce
11208030,Inactive Investor,Mark Connely,Financial Advisor,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,mark_connely@glic.com,,Salesforce
339529,,Kevin Walker,Partner,Greerwalker Wealth Llc,kevin.walker@greerwalker.com,704-377-0239,Manual List Upload
9572604,,Thomas Hain,,,thain@azoracapital.com,,List import
116529,,Phillip Doherty,,"MML Investors Services, LLC",phillipdoherty@financialguide.com,772-220-2626,
10752761,Inactive Investor,Roy Sachs,Senior Vice President - Investments,"Raymond James & Associates, Inc. Boerne TX 604 N Main St",,,Salesforce
9572480,,Mark Boren,,,mark.boren@surveyor-capital.com,,List import
10983853,Inactive Investor,Kristina Renschak,,"MML Investors Services, LLC",,,Salesforce
11037752,Inactive Investor,Gretchen Stranch-Cote,,J.P. Morgan Securities LLC Northampton MA 1 King St,gretchen.stranch-cote@jpmorgan.com,,Salesforce
10914070,Inactive Investor,Timothy Distefano,Assistant Vice President;Financial Advisor;Vice President,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",timothy.distefano@rbc.com,,Salesforce
10836050,Inactive Investor,Samuel Gardner,Investment Manager,"Ameriprise Financial Services, LLC Idaho Falls ID 900 Pier View Dr",samuel.gardner@ampf.com,,Salesforce
370479,,Mohammed Ahmed,,United States,maahmed127@gmail.com,,Salesforce
11001484,Inactive Investor,Michael Arballo,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,marballo@primerica.com,,Salesforce
11231015,Inactive Investor,Elyse Ratsep,,Vanguard Marketing Corporation,elyse_ratsep@vanguard.com,,Salesforce
11066437,Inactive Investor,Gary Miller,Financial Advisor,Edward Jones Ravenna OH 123 E Main St,gary.miller@edwardjones.com,,Salesforce
222918,,Louis Susser,,[Unknown],louis.susser@gmail.com,,
11179155,Inactive Investor,Megan Eurieck,,Goldman Sachs & Co. Boston MA 125 High St,megan.eurieck@gs.com,,Salesforce
224477,,Frank Pruchnik,,[Unknown],pruchnik@sbcglobal.net,,Organic Search
11016235,Inactive Investor,Philip Rykyto,,"Robinhood Securities, LLC",philip.rykyto@robinhood.com,,Salesforce
10856598,Inactive Investor,Evelyn Contreras,Financial Advisor,LPL Financial LLC Phoenix AZ 1137 E Redfield Rd,evelyn.contreras@lpl.com,,Salesforce
9583037,,Aimee Baehr,,,abaehr@tacapitalmanagement.com,,List import
10809139,Inactive Investor,Randall West,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",randall.west@schwab.com,,Salesforce
9642227,,raul071var@gmail.com Vargas,,,raul071var@gmail.com,,List import
10875124,Inactive Investor,Kay Eckart,Wealth Management Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,kay.buel@ubs.com,,Salesforce
118773,,Christopher Sherman,Owner - Member,Sherman Financial,chris@shermanfp.com,919-923-2337,Manual List Upload
11095568,Inactive Investor,Austin Krutzsch,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",akrutzsch@financialguide.com,,Salesforce
9626904,,Nuveen Marwah,,,nuveen.marwah@nmecap.com,,List import
10806129,Inactive Investor,Wilfred Guzman,,Nationwide Planning Associates Inc.,wguzman@nationwideplanning.com,,Salesforce
9599486,,Alex Shayevsky,,,alexshay99@gmail.com,,List import
10824637,Inactive Investor,Scott Stephens,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 434 Fayetteville St",scott.2.stephens@ampf.com,,Salesforce
10801721,Inactive Investor,Lisa Gibson,Consulting Director;Corporate Retirement Director;Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,lisa.gibson@morganstanley.com,,Salesforce
10489176,,Yanfang Li,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",yanfang.li@tfaconnect.com,,List Import
9541086,,Nazarii Hrechanyk,,,n.hrechanyk@dmarket.com,,List import
9587395,,Muhammad Jafar Sidiq,,,jafarsidiq887@gmail.com,,List import
11148488,Inactive Investor,Brett Sexton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",bsexton@tiaa-cref.org,,Salesforce
11027077,Inactive Investor,Sam Alkema,Associate,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,sam.alkema@nb.com,,Salesforce
10949244,Inactive Investor,Nathan Tavares,,Fidelity Brokerage Services LLC,,,Salesforce
11070143,Inactive Investor,Therese Griffiths,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,therese.l.griffiths@chase.com,,Salesforce
10853787,Inactive Investor,Elizabeth Payne,,Morgan Stanley Bakersfield CA 9100 Ming Ave,elizabeth.payne@morganstanley.com,,Salesforce
6589680,,Sunil jain,,,sunil_marketing@bryptoholdings.com,,Web Form Fillout
11028039,Inactive Investor,Donald Trent,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
9605481,,Nick Williams,,,nickwilliams92@gmail.com,,List import
10991976,Inactive Investor,Bryceson Charlton,Director - Investments;Investment Advisor,Progressive Investment Management Corporation,bryceson@progressiveinvestment.com,,Salesforce
11139626,Inactive Investor,Dustin Sharples,,"Bankers Life Securities, Inc. Wesley Chapel FL 2818 Cypress Ridge Blvd",dustin.sharples@bankerslife.com,,Salesforce
9594064,,Maria Gagne,,,mgagne@financialengines.com,,List import
9542435,,Sukhdeep Singh,,,sukhdeepsx2014@email.iimcal.ac.in,,List import
11138378,Inactive Investor,James Arthur,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",,,Salesforce
11101516,Inactive Investor,Timothy Gunn,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Owensboro KY 322 Frederica St",timothy.gunn@raymondjames.com,,Salesforce
10933191,Inactive Investor,Rian McGill,Wealth Advisor,"Osaic Wealth, Inc. Council Bluffs IA 201 Bennett Ave",,,Salesforce
10762006,Inactive Investor,Rebecca Lore,Senior Client Service Associate,Morgan Stanley Dallas TX 8383 Preston Center Plz,rebecca.poff@morganstanley.com,,Salesforce
1006313,Inactive Investor,Sonya Li,,TBD,sonyakli@gmail.com,sonyakli@gmail.com,
11203014,Inactive Investor,Neal O'Sullivan,Financial Advisor,LPL Financial LLC Melville NY 445 Broadhollow Rd,neal.osullivan@ml.com,,Salesforce
9584048,,Mike Carty,,,mikecarty40@gmail.com,,List import
11112573,Inactive Investor,Mark Cullen,Financial Advisor,UBS Financial Services Inc. Fargo ND 51 Broadway N,mark.d.cullen@ubs.com,,Salesforce
11157950,Inactive Investor,Alexander Archer,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",alexander.archer@equitable.com,,Salesforce
11179509,Inactive Investor,Andrew Ahrens,,"Cambridge Investment Research, Inc. Littleton CO 13984 W Bowles Ave",,,Salesforce
10881146,Inactive Investor,Erick Ormsby,Chief Compliance Officer;President,"Alcosta Capital Management, Inc.",,,Salesforce
11034720,Inactive Investor,Jeffrey Dennison,Investment Advisor Representative,HBW Advisory Services LLC Madison AL 6983 Wall Triana Hwy,jeff.dennison@hbwpartners.com,,Salesforce
10993083,Inactive Investor,Gonzalo Cuenca,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,gcuenca@primerica.com,,Salesforce
197882,,David Finkelstein,,[Unknown],dave_finkelstein@yahoo.com,,Organic Search
10781405,Inactive Investor,Michael Lloyd,Financial Advisor,"Wells Fargo Clearing Services, LLC Puyallup WA 431 39th Ave SW",michael.lloyd@wellsfargoadvisors.com,,Salesforce
10792674,Inactive Investor,Michael Robino,Managing Director,"Stifel, Nicolaus & Company, Incorporated Omaha NE 1125 S 103rd St",michael.robino@stifel.com,,Salesforce
25570,,RONALD SHASKAN,MR,[[Unknown]],reyandelliesdad@aol.com,,Database Upload
10855853,Inactive Investor,Carolyn Hobble,Financial Advisor;Senior Vice President,LPL Financial LLC Wichita KS 121 S Whittier Rd,carolyn.hobble@lplfinancial.com,,Salesforce
10920696,Inactive Investor,David Stone,Chief Compliance Officer;Managing Principal,Stone Financial,sstone@stonefinancialcpa.com,,Salesforce
336,,,,,haroldsmith@250ok-mail.com,,
237327,, -,,[[Unknown]],nguyenxuan836@gmail.com,,
11167825,Inactive Investor,Michael Holt,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,mholt@primerica.com,,Salesforce
10772069,Inactive Investor,Leonard Sander,Financial Advisor,LPL Financial LLC Tarrytown NY 660 White Plains Rd,leonard.sander@lpl.com,,Salesforce
9592301,,jon naimon,,,jnaimon@gmail.com,,List import
10984869,Inactive Investor,Christopher Thornton,Senior Financial Advisor;Senior Investment Advisor,Blacktower Financial Management (US) LLC Miami FL Private Residence,christopher.thornton@blacktowerfm.com,,Salesforce
10965679,Inactive Investor,Christopher Mckinley,Financial Advisor,"MML Investors Services, LLC Seattle WA 600 University St",,,Salesforce
10822371,Inactive Investor,Robert Kamya,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Silver Spring MD 8711 Georgia Ave",robert.kamya@wellsfargo.com,,Salesforce
9593253,,Alejandro Kritzler,,,alejandrokritzler@gmail.com,,List import
9610677,,jan siwy,,,jsiwy76@gmail.com,,List import
10825120,Inactive Investor,Dominic Alfieri,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",dominic.alfieri@ml.com,,Salesforce
9562530,,Hiroshi Narushima,,,hnarushima@gtlaw.com.au,,List import
10935813,Inactive Investor,Evelyn Cala,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,evelyn.cala.ndt3@statefarm.com,,Salesforce
333264,,Paul Barbehenn,,Andesa Financial,paul.barbehenn@ndesafm.com,,Manual List Upload
11219282,,Jason Miller,,,millerj@ceteranetworks.com,,Other
371667,,Timothy Evans,,United States,tbevans@me.com,,Salesforce
11037046,Inactive Investor,Lauren Swanigan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10934713,Inactive Investor,Sholeh Aminzadeh,,J.P. Morgan Securities LLC Mission Viejo CA 27888 Santa Margarita Pkwy,sholeh.aminzadeh@jpmorgan.com,,Salesforce
374055,,Hassan Nimaga,,[Unknown],nimahalto9@gmail.com,,source
10753265,Inactive Investor,Mark Delaney,Financial Advisor,LPL Financial LLC Austin TX 12208 N Mo Pac Expy,mark.delaney@lpl.com,,Salesforce
11133556,Inactive Investor,Matthew Egan,,"MML Investors Services, LLC Belmar NJ 1821 State Rte 71",,,Salesforce
10881681,Inactive Investor,Barry Whitaker,,"Truist Investment Services, Inc. Ormond Beach FL 160 N Nova Rd",barry.whitaker@truist.com,,Salesforce
9544690,,Zouhair Al-Sayed,,,alsayed458@gmail.com,,List import
10781575,Inactive Investor,Eliana Vargas,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",eliana_vargas@ml.com,,Salesforce
10830745,Inactive Investor,Kathleen Hawkins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dover DE 55 Kings Hwy",kathleen_hawkins@ml.com,,Salesforce
11187257,Inactive Investor,Michael Sosnow,Financial Advisor;Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,michael.sosnow@morganstanley.com,,Salesforce
11218911,,Thomas Dolby,,,tom.dolby@cnb.com,,Other
11115996,Inactive Investor,Justin Jordan,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10874861,Inactive Investor,Nicholas Fiorentino,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",nicholas.fiorentino@ml.com,,Salesforce
46526,,James Cowgill,"Financial Associate, Regional Development Director",Thrivent Investment Management Inc.,james.cowgill@thrivent.com,901-322-6152,
9548142,,Walter Hester,,,whester@naplesam.com,,List import
11108510,Inactive Investor,Aaron Tillinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",aaron.tillinger@wellsfargoadvisors.com,,Salesforce
9570117,,Brett Schlesinger,,,bschlesinger@bluemountaincapital.com,,List import
9565555,,Stephen Fisher,,,steve.fisher@iwmusa.com,,List import
10899260,Inactive Investor,Trevor Isham,Partner;Senior Wealth Manager,"Curi RMB Capital, LLC",,,Salesforce
11147343,Inactive Investor,Joseph Waterman,Financial Advisor,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,joseph.waterman@lpl.com,,Salesforce
10925967,Inactive Investor,Raymond Sullivan,Vice President,"Wells Fargo Advisors Financial Network, LLC Naples FL 2640 Golden Gate Pkwy",raymond.sullivan@wfafinet.com,,Salesforce
10846720,Inactive Investor,Clyde Butler,,"American Fidelity Securities, Inc.",clyde.butler@af-group.com,,Salesforce
10779235,Inactive Investor,Karolin Lex,Private Wealth Advisor,"Ameriprise Financial Services, LLC Zumbrota MN 281 S Main St",karolin.r.lex@ampf.com,,Salesforce
11050321,Inactive Investor,Brenton Kessel,Co-Chief Executive Officer;Co-Founder;Financial Advisor;Founder,Abacus Wealth Partners,bkessel@abacuswealth.com,,Salesforce
10911829,Inactive Investor,Reina Alvarez,Vice President,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,reina.alvarez@jpmorgan.com,,Salesforce
10811330,Inactive Investor,Joshua Cohen,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Buffalo Grove IL 2150 E Lake Cook Rd",joshua.cohen@rbc.com,,Salesforce
9572991,,Megan Williams,,,mwilliams@hbkswealth.com,,List import
11047152,Inactive Investor,Temp Davis,Asset Manager;Financial Planner,"IFG Advisory, LLC Fayetteville GA 132 Old Norton Rd",,,Salesforce
11134024,Inactive Investor,Patricia Bender,Branch Office Administrator,Edward Jones Mount Joy PA 410B W Main St,,,Salesforce
9558202,,Greg Girasole,,,gregory.girasole@citi.com,,List import
10978958,Inactive Investor,Christine Weber,Financial Services Professional,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,cweber@primerica.com,,Salesforce
9591870,,Prince Cole,,,princepr30@gmail.com,,List import
10946036,Inactive Investor,Toni Bryan,Relationship Banker,"Wells Fargo Clearing Services, LLC Charlottesville VA 901 Emmet St N",,,Salesforce
10914482,Inactive Investor,Charles Benson,,"Raymond James Financial Services, Inc. New Bern NC 502 Pollock St",,,Salesforce
10900073,Inactive Investor,Andre Logan,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 11835 W Olympic Blvd",andre.k.logan@ampf.com,,Salesforce
11068457,Inactive Investor,Matthew Hecker,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11087011,Inactive Investor,Joseph Struck,,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,joseph.struck@thrivent.com,,Salesforce
11123310,Inactive Investor,Andrea Rodriguez Lozano,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11018544,Inactive Investor,Naomi Savolainen,,"IFP Securities, LLC",naomi.savolainen@ifpartners.com,,Salesforce
9603673,,Randy Herman,,,4rjherman@gmail.com,,List import
10972724,Inactive Investor,Ethan Snyder,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10351158,,Jamie Cook,,,cookster7811@gmail.com,,Web Form Fillout
11018076,Inactive Investor,Alexander Cordoba,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
10873695,Inactive Investor,Joseph Mihalko,,PFS Investments Inc. Rockledge FL 1217 Admiralty Blvd,joseph.mihalko@primerica.com,,Salesforce
9638595,,Myla Calhoun,,,mcalhoun@southernco.com,,List import
11131689,Inactive Investor,Tyler Howe,,"Gradient Securities, LLC Minneapolis MN 5940 Golden Hills Dr",thowe@gradientsecurities.com,,Salesforce
10927487,Inactive Investor,Michael Sanders,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11169719,Inactive Investor,Tory Peak,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",tory.peak@tdameritrade.com,,Salesforce
11184429,Inactive Investor,Philip George,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,philip.george@primerica.com,,Salesforce
10899409,Inactive Investor,Joshua Elder,Client Service Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
11030043,Inactive Investor,Laurie Gowdy,Financial Associate,Thrivent Investment Management Inc. Marshalltown IA 127 E Main St,laurie.gowdy@thrivent.com,,Salesforce
9605631,,Aruna Withane,,,awithane@hotmail.com,,List import
10998040,Inactive Investor,Tyler Bookin-Nosbisch,Investment Advisor,"RIA Advisory Group, LLC",,,Salesforce
9746036,,Kevin Sylte,,,arispur80@ghskotkhan.com,,Web Form Fillout
10802179,Inactive Investor,James Stager,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",james.stager@ml.com,,Salesforce
10858965,Inactive Investor,Benjamin Woodhouse,Financial Advisor,Edward Jones Portsmouth NH 4 Greenleaf Woods Dr,ben.woodhouse@edwardjones.com,,Salesforce
10844313,Inactive Investor,Michael Welch,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Hingham MA 175 Derby St",michael.g.welch@ampf.com,,Salesforce
11061611,Inactive Investor,Clare Truong,Community Director;Financial Associate,Thrivent Investment Management Inc. San Diego CA 2727 Camino Del Rio S,clare.truong@thrivent.com,,Salesforce
10927142,Inactive Investor,Elleke Haggerty,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
10767192,Inactive Investor,Richard Ketner,Account Vice President;Financial Advisor,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,andrew.ketner@ubs.com,,Salesforce
10902413,Inactive Investor,Ivan Munoz,Registered Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,ivan.munoz@morganstanley.com,,Salesforce
10920976,Inactive Investor,Christopher Riebling,,NYLIFE Securities LLC Chester NJ 32 Collis Ln,criebling@ft.newyorklife.com,,Salesforce
9635137,,Rick Skae,,,richard.skae@morganstanley.com,,List import
9551102,,pedro escobar,,,peo2p@mg.com,,List import
11051671,Inactive Investor,Dean Moulas,Managing Director;Principal,"Johnson Investment Counsel, Inc.",dmoulas@johnsoninv.com,,Salesforce
10812402,Inactive Investor,Scott Ashline,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",scott.ashline@nm.com,,Salesforce
10965961,Inactive Investor,Clayton Fegett,Branch Auditor,Edward Jones Riverbank CA 6624 3rd St,,,Salesforce
11087434,Inactive Investor,David Casey,Financial Advisor,LPL Financial LLC Atlanta GA 1025 Virginia Ave,david.casey@lpl.com,,Salesforce
11109738,Inactive Investor,Kandace West,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,kkuhlmann@ft.newyorklife.com,,Salesforce
11254667,Inactive Investor,Charles Hough,,Perella Weinberg Partners LP,,,Salesforce
10969018,Inactive Investor,Patrick Brennan,,Fidelity Brokerage Services LLC,,,Salesforce
10764930,Inactive Investor,Bita Nekoomaran,Associate Banker;Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,bita.hafizi@citigroup.com,,Salesforce
9865053,,Pascal TEMMAR,,,tems.nc.trading@gmail.com,,Web form fillout
10531747,,angela Dailey,Managing Partner,DAI Partners,dailey@daipartnerspr.com,714-322-7202,List Import
11016923,Inactive Investor,Sean Manatt,Financial Advisor,Edward Jones San Diego CA 814 Morena Blvd,sean.manatt@edwardjones.com,,Salesforce
11170536,Inactive Investor,Patrick Holland,Financial Advisor;Vice President,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,patrick.holland@ubs.com,,Salesforce
9573705,,Michael Castor,"Managing Member, Portfolio Manager","SIO Capital Management, LLC",michael.castor@siocapital.com,212-601-9786,List import
11191854,Inactive Investor,Charlie Vinyard,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",charlie.vinyard@ml.com,,Salesforce
147791,,Thomas Orsborn,,[Unknown],hastedrei@gmail.com,,
334118,,Christopher Mullarkey,Managing Member Of Llc,Markston International Llc,cm@markston.com,914-761-4700,Manual List Upload
10815507,Inactive Investor,Richard Schweninger,Senior Financial Services Representative,"Principal Securities, Inc. Wichita KS 7570 W 21st St N",schweninger.richard@principal.com,,Salesforce
9549899,,Carl Peruzzotti,,,cperuzzotti@scfinc.com,,List import
10865062,Inactive Investor,Esmeralda Valarezo,,"Raymond James Financial Services, Inc. Sugar Land TX 2245 Texas Dr",esmeralda.valarezo@raymondjames.com,,Salesforce
9566124,,Kevin Phipps,,,itsphipps@gmail.com,,List import
10763027,Inactive Investor,Jay Cunningham,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",jay.cunningham@benjaminfedwards.com,,Salesforce
11210107,Inactive Investor,Robert Sink,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",bob.sink@nm.com,,Salesforce
11092215,Inactive Investor,Michael Wagner,Financial Advisor,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",shane.wagner@wellsfargoadvisors.com,,Salesforce
11071179,Inactive Investor,Gary Hutto,Investment Advisor Representative;Registered Securities Principal,GWN Securities Inc. Orange CA 770 The City Dr S,ghutto@gwnsecurities.com,,Salesforce
10795363,Inactive Investor,Julie Flieder,Portfolio Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
348575,,Mark Kolbush,Financial Services Professional,"MML Investors Services, LLC",mkolbush@financialguide.com,912-629-2260,
10884871,Inactive Investor,Levon Mcmullen,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,levon.mcmullen@fmr.com,,Salesforce
10619034,,Michael Boettcher,,,michael.boettcher@morganstanley.com,,List Import
9590217,,Nathan Kubik,,,nathan@carnick.com,,List import
10969560,Inactive Investor,Danielle Hill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10852560,Inactive Investor,Herman Tiemens,Executive Director;Financial Advisor,Morgan Stanley Colorado Springs CO 121 S Tejon St,herman.tiemens@morganstanley.com,,Salesforce
10906917,Inactive Investor,David Waite,Investment Advisor Representative,LPL Financial LLC Indianapolis IN 10072 Graceful Landing Dr,david.waite@lpl.com,,Salesforce
11178539,Inactive Investor,Miguel Salazar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,miguel.salazar@fidelity.com,,Salesforce
11029170,Inactive Investor,Charles Bettendorf,Investment Advisor Representative;Owner;Portfolio Manager,Greyfield Capital Management LLC,,,Salesforce
11037811,Inactive Investor,Antonio Rodriguez,,"Allstate Financial Services, LLC",antoniorodriguez@allstate.com,,Salesforce
10826597,Inactive Investor,Alan Majak,Wealth Advisor,"Maryland Financial Group, Inc. Brevard NC Private Residence",amajak@legacywm.com,,Salesforce
11050444,Inactive Investor,John Brandser,Chief Executive Officer;Partner;President,"Fiduciary Management, Inc. Milwaukee WI 100 E Wisconsin Ave",,,Salesforce
10975047,Inactive Investor,Kurt Lippincott,,"MML Investors Services, LLC West Simsbury CT Private Residence",,,Salesforce
11148376,Inactive Investor,John Phaneuf,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
9601549,,Michael Rogers,,,michael.rogers@lpl.com,,List import
11110933,Inactive Investor,John Piot,President,Piot Associates LLC,,,Salesforce
9621558,,milad ahmadi,,,miladahmadi2511372@gmail.com,,List import
11063189,Inactive Investor,Roxanne Fleszar,,"CW Advisors, LLC Marblehead MA Private Residence",rfleszar@cwadvisorsgroup.com,,Salesforce
9626036,,Laurent Anne,,,laurent.anne@gmail.com,,List import
9577436,,Yang Lin,,,liny42860@gmail.com,,List import
11150206,Inactive Investor,Rebecca Janisch,Investment Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,rebecca.janisch@ubs.com,,Salesforce
11092914,Inactive Investor,John Campbell,,G. A. Repple & Company Dayton OH 3183 Beaver VU Dr,john@garepple.com,,Salesforce
345706,,Dan Nentl,Partner,"Ironwood Financial, Llc",dan.nentl@ironwoodfinancial.com,888-271-4646,Manual List Upload
11073893,Inactive Investor,Brion Bethel,Financial Advisor,Edward Jones Mountain Home ID 190 N 3rd E,brion.bethel@edwardjones.com,,Salesforce
11145036,Inactive Investor,Nathan Hopkins,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,Iron Link Capital LLC,,,Salesforce
11194776,Inactive Investor,Robert Macke,Advisor,Financial Planning Services,rmacke@tobuildwealth.com,,Salesforce
10805610,Inactive Investor,Kimmie Menor,Private Client Advisor;Vice President,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2039 Centre Pointe Blvd",kimmie.menor@nm.com,,Salesforce
10868571,Inactive Investor,Sergio Valdes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
341730,,Phil London,Partner Emeritus,"Wiss Private Client Advisors, Llc",plondon@wiss.com,973-577-2872,Manual List Upload
10657379,,Omar Abdelhadi,,,omarabdelhadi@primerica.com,,List Import
10793932,Inactive Investor,Mark Kosanke,,"Concorde Investment Services, LLC Utica MI 51847 Van Dyke Ave",,,Salesforce
11002930,Inactive Investor,Nicholas Capparelli,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",nicholas.w.capparelli@nm.com,,Salesforce
11023189,Inactive Investor,Tracy Green,Vice President,"Wells Fargo Advisors Financial Network, LLC",tracy.green@wellsfargoadvisors.com,,Salesforce
11207544,Inactive Investor,William Harmuth,Senior Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,william.harmuth@ubs.com,,Salesforce
10984015,Inactive Investor,Kiersten Noall Pacino,,Edward Jones Grand Ledge MI 1005 Charlevoix Dr,,,Salesforce
10944348,Inactive Investor,Matthew Purkiss,,"P.J. Robb Variable, LLC Tucson AZ Private Residence",,,Salesforce
1004503,Inactive Investor,Jonas Stark,,Jonas Stark,jonas.stark@bd-am.com,,3rd Party Lead Gen
10613820,,Cary Moskowitz,"Financial Advisor, Senior Vice President - Wealth Management",,cary.moskowitz@ubs.com,,List Import
209619,,Erik Laymon,,Align Wealth Strategies,elaymon@alignfsg.com,,
8480498,,Peter McFarlane,,Thrivent Funds,pmcfarlane1@gmail.com,(612) 360-5904,List Import
11144849,Inactive Investor,Peter Tilton,Financial Advisor,Edward Jones Denton TX 3504 Corinth Pkwy,peter.tilton@edwardjones.com,,Salesforce
10888650,Inactive Investor,Strawn Markle,Wealth Manager,"LJI Wealth Management, LLC",strawn@ljiwm.com,,Salesforce
9594082,,Lance Blount,,,lblount@financialengines.com,,List import
10826109,Inactive Investor,Rodney McLeod,Financial Advisor;Vice President,Morgan Stanley Dallas TX 8383 Preston Center Plz,rodney.mcleod@morganstanley.com,,Salesforce
244027,,Tyler Bowen,Senior Vice President,First Dakota National Bank,tbowen@firstdakota.com,16057315122,Manual List Upload
9599921,,Steven Balfrey,,,steven@decamillacapital.com,,List import
11015999,Inactive Investor,Cody Schmidt,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11109418,Inactive Investor,Karren Allen,,"Osaic FS, Inc. Overland Park KS 7450 W 130th St",,,Salesforce
10987001,Inactive Investor,Matthew Berry,Financial Advisor,LPL Financial LLC Kewanna IN Private Residence,matt.berry@lpl.com,,Salesforce
11004914,Inactive Investor,Michael Bourke,,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",michael.bourke@equitable.com,,Salesforce
10985493,Inactive Investor,Brent Walker,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,brent.walker@fidelity.com,,Salesforce
10917555,Inactive Investor,Thomas Allegra,,"Spartan Capital Securities, LLC Ronkonkoma NY 4175 Veterans Memorial Hwy",tallegra@spartancapital.com,,Salesforce
10769773,Inactive Investor,Carol Murphy-Reardon,,"Moors & Cabot, Inc.",creardon@moorscabot.com,,Salesforce
9577656,,mehdi benhadjali,,,mehdi.bha@gmail.com,,List import
1001340,Inactive Investor,Dustin A. Moskovitz TTEE Dustin A. Moskovitz Trust DTD 12/27/05,,ICONIQ,kat@iconiqcapital.com,,
200006,,Nathaniel Galloway,Financial Advisor,"U.s. Capital Wealth Advisors, Llc",ngalloway@uscallc.com,,
9622994,,Tony Leung,,,leungak@gmail.com,,List import
10938073,Inactive Investor,May Miao,Chief Compliance Officer;Managing Member,"Trend Trade Pro, LLC",,,Salesforce
11158804,Inactive Investor,Debbie Cohen,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,debbie.cohen@jpmorgan.com,,Salesforce
9565028,,bill purvin,,,williampurvin.team@fmr.com,,List import
11239144,Inactive Investor,Todd Redd,,Cetera,reddt@ceteranetworks.com,,Salesforce
10932738,Inactive Investor,Jacob Rinvelt,,"Kestra Investment Services, LLC Grand Rapids MI 1700 E Beltline Ave NE",,,Salesforce
11139318,Inactive Investor,Sylvia Regalado,Investment Consultant,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",,,Salesforce
11161906,Inactive Investor,Michael Little,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
11094676,Inactive Investor,Tausha Daniels,,PFS Investments Inc. Maitland FL 323 E Kennedy Blvd,tdaniels@primerica.com,,Salesforce
11112460,Inactive Investor,Louise Kane,,Oppenheimer & Co. Inc. Newport Beach CA 620 Newport Center Dr,louise.kane@opco.com,,Salesforce
2570979,,Massaaki Sakagami,,,s_massaaki@yahoo.com,,
9601775,,Steven Mitzmacher,,,mitzmacher@gmail.com,,List import
229596,, -,,[[Unknown]],przylsp@gmail.com,,Content
10960035,Inactive Investor,Jeffrey Juarez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11204822,Inactive Investor,Andrew Shull,Financial Advisor,"Voya Financial Advisors, Inc. Buffalo NY 6225 Sheridan Dr",andrew.shull@voyafa.com,,Salesforce
10806972,Inactive Investor,Paul Stinebiser,Financial Advisor,Edward Jones Navarre FL 1905 Andorra St,paul.stinebiser@edwardjones.com,,Salesforce
10909862,Inactive Investor,Matthew Bausch,Associate Advisor,Commonwealth Financial Network Wilmington MA 226 Lowell St,mbausch@commonwealth.com,,Salesforce
340684,,Grace Bourke,Director,Moss Adams Wealth Advisors Llc,grace.bourke@mossadams.com,206-302-6500,Manual List Upload
10803585,Inactive Investor,Richard Hazzouri,Financial Advisor;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,richard.j.hazzouri@morganstanley.com,,Salesforce
10915297,Inactive Investor,Samir Thakkar,Partner,Prime Capital Financial,sthakkar@pciawealth.com,,Salesforce
10774342,Inactive Investor,Kevin Miller,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",kevin.e.miller@nm.com,,Salesforce
9578566,,Diane Landers,,,dlanders@manulifeam.com,,List import
10901784,Inactive Investor,Yota Darden,,PlanMember Securities Corporation Boca Raton FL Private Residence,ydarden@planmembersec.com,,Salesforce
9629524,,John Batey,,,jbatey@gmail.com,,List import
11255360,Inactive Investor,Caroline Evans,Associate Wealth Management Advisor,"Mokosak Advisory Group, LLC",,,Salesforce
10924411,Inactive Investor,John Turay,Financial Services Representative,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",jturay@financialguide.com,,Salesforce
96270,,ASHLEY CHANG,Head of Media Relations,The Rockefeller Foundation,achang@rockfound.org,,
10856378,Inactive Investor,Joseph Sirgy,Managing Partner;Vice President - Wealth Management,"Trilogy Capital, Inc. West Covina CA 1000 Lakes Dr",joseph.sirgy@trilogyfs.com,,Salesforce
9605753,,Gregor Borosa,,,gregor.borosa@gmail.com,,List import
10869696,Inactive Investor,Matthew Gorham,Financial Advisor,LPL Financial LLC Norwood MA 49 Walpole St,matthewt.gorham@lpl.com,,Salesforce
207203,,Todd Skinner,,[Unknown],todd.skinner@gmail.com,,Event
11042104,Inactive Investor,John Danielson,Financial Advisor,Edward Jones Kalispell MT 1610 Whitefish Stage,john.danielson@edwardjones.com,,Salesforce
11179896,Inactive Investor,Paul Carpentier,,PNC Investments Clover SC Private Residence,paul.carpentier@pnc.com,,Salesforce
10859798,Inactive Investor,Juan Restrepo,Senior Branch Manager;Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,juan.c.restrepo@us.hsbc.com,,Salesforce
10903466,Inactive Investor,Mary Bunch,Financial Advisor,Edward Jones Albuquerque NM 1422 Carlisle Blvd NE,mary.bunch@edwardjones.com,,Salesforce
10866976,Inactive Investor,Joseph Tornincaso,Senior Vice President,CWA Asset Management Group,joe.tornincaso@capitalwealthadvisors.com,,Salesforce
10918336,Inactive Investor,Bryan Post,Financial Advisor,Edward Jones Hicksville OH 117 E High St,bryan.post@edwardjones.com,,Salesforce
10960301,Inactive Investor,Karin Burk,,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",kerkkila@massmutual.com,,Salesforce
10936336,Inactive Investor,Joshua Probeyahn,,Cetera Investment Services LLC Long Beach NY Private Residence,joshua.probeyahn@ceterainvestors.com,,Salesforce
9575784,,Caleb Davenport,,,cdavenport@sigmarep.com,,List import
1001693,Inactive Investor,Richard Wallington,CCO,Anderson Growth Partners,rwallington@agpadvisors.com, +1 205 909 0950,Manual List Upload
9592946,,Tuija Franklin,,,tkfranklin@mac.com,,List import
11146045,Inactive Investor,James Stewart,Chief Compliance Officer;President;Principal,Carmichael Hill & Associates Inc,jims@carmichael-hill.com,,Salesforce
11079058,Inactive Investor,Philip Sloan,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grosse Pointe MI 17000 Kercheval Ave",,,Salesforce
11176933,Inactive Investor,Jordan Hicks,Partner,Toptier Wealth Management Grand Rapids MI 62 Bel Air Dr NE,,,Salesforce
10989808,Inactive Investor,Joseph Jaoko,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,,,Salesforce
11237917,Inactive Investor,Philip Nussbaum,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",pnussbaum@performancetrust.com,,Salesforce
9598606,,John Doe,,,johndoe@doe.com,,List import
10978333,Inactive Investor,Rocky Kassim,,J.P. Morgan Securities LLC Hollywood FL 1790 Sheridan St,rocky.kassim@jpmorgan.com,,Salesforce
10759026,Inactive Investor,Michael Fuentes,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",michael.j.fuentes@wellsfargoadvisors.com,,Salesforce
11104624,Inactive Investor,Theresa Amoranto,,Key Investment Services LLC Woodinville WA 14040 NE Woodinville Duvall Rd,theresa.amoranto@key.com,,Salesforce
10958878,Inactive Investor,Megan Van Hilten,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9547052,,Arunsekar G,,,arunsekarg@gmail.com,,List import
11209560,Inactive Investor,Virginia Iarusso,Financial Advisor,Edward Jones Albany NY 1971 Western Ave,gini.iarusso@edwardjones.com,,Salesforce
183989,,Raul Santos,,[Unknown],raulmsan@gmail.com,,Direct
10960647,Inactive Investor,Tanner Denison,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9622770,,Jhon Simth,,,jhon@gmail.com,,List import
11171279,Inactive Investor,Elizabeth Ramirez,Private Client Banker,J.P. Morgan Securities LLC College Station TX 2000 Texas Ave S,,,Salesforce
10859911,Inactive Investor,Janell Semrow,,LPL Financial LLC Green Lake WI 745 South St,jo.semrow@lpl.com,,Salesforce
10616811,,Jean Matiuk,,,jeanpaul.matiuk@jpmorgan.com,,List Import
11043711,Inactive Investor,Christian Marini,,J.P. Morgan Securities LLC New York NY 255 1st Ave,christian.marini@chase.com,,Salesforce
10810086,Inactive Investor,Eileen Besaw,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,ebesaw@ft.newyorklife.com,,Salesforce
11147528,Inactive Investor,Anthony Branch,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 10752 Deerwood Park Blvd",anthony.branch@wfafinet.com,,Salesforce
10772034,Inactive Investor,Phillip Grodnick,Chief Executive Officer;Principal;Senior Portfolio Manager,"Minneapolis Portfolio Management Group, LLC",p.grodnick@mpmgllc.com,,Salesforce
11187076,Inactive Investor,Francis Croteau,,"Avantax Investment Services, Inc. Gardner MA 374 Elm St",,,Salesforce
9549429,,andrew tang,,,andy@draper.vc,,List import
11021778,Inactive Investor,Elisabeth Crupe,Vice President - Investment Solutions,Morgan Stanley New York NY 750 7th Ave,elisabeth.crupe@morganstanley.com,,Salesforce
9563499,,Janelle Priscilla,,,chemicalx_jp@hotmail.com,,List import
10687326,,Jim Minardi,,,jim.minardi@gmail.com,,Web Form Fillout
346705,,John Strahley,Managing Director,Ironwood Capital Advisors Iii Llc,strahley@ironwoodcap.com,860-409-2100,Manual List Upload
10807240,Inactive Investor,Martin Keidan,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Highland Park IL 89 Lincolnwood Rd",martin.j.keidan@ampf.com,,Salesforce
204173,,Elizabeth Schindo,,[Unknown],eschindo@gmail.com,,
10943689,Inactive Investor,Thao Ring,,"Osaic Wealth, Inc. Indianapolis IN 8555 River Rd",,,Salesforce
10937250,Inactive Investor,Mickey Manley,,"Farmers Financial Solutions, LLC Omaha NE 12111 Anne St",mmanley@farmersagent.com,,Salesforce
10892760,Inactive Investor,Timothy Phillips,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
221404,,SYATIBI Ghazali,,[Unknown],shinjighazali@gmail.com,,
10619820,,Robert Kalman,,,bk@miramarcap.com,,List import
11184346,Inactive Investor,Samuel Pond,Financial Advisor,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,samuel.pond@thrivent.com,,Salesforce
10395555,,Matthew Round,,,round.mbr@gmail.com,,Web Form Fillout
10955320,Inactive Investor,Chander Sharma,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",csharma@financialguide.com,,Salesforce
10868048,Inactive Investor,Adam Luke,,Cetera Investment Services LLC Overland Park KS 13200 Metcalf Ave,adam.luke@ceterainvestors.com,,Salesforce
11114146,Inactive Investor,Stephen Bascom,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,stephen.bascom@morganstanley.com,,Salesforce
11138655,Inactive Investor,Joseph Hermann,,LPL Financial LLC Albany NY 80 Wolf Rd,joseph.hermann@lpl.com,,Salesforce
11193248,Inactive Investor,Ryan Smith,District Leader,PFS Investments Inc. Loveland CO 1401 S Taft Ave,,,Salesforce
5614765,,Levi Sanchez,,,levi@millennialwealthllc.com,,Web Form Fillout
10809423,Inactive Investor,Thomas Humphrey,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Elk River MN 19021 Freeport St NW",thomas.f.humphrey@ampf.com,,Salesforce
10875351,Inactive Investor,Christian Habecker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",christian.habecker@ml.com,,Salesforce
10850207,Inactive Investor,Megan Donnelly,Founder;President,Quabbin Advisors,megan.donnelly@quabbinadvisors.com,,Salesforce
11167346,Inactive Investor,Francis Del Torto,,Aegis Capital Corp. Bronxville NY 26 Paxton Ave,fdeltorto@aegiscap.com,,Salesforce
11218248,,Austin Linthicum,,,alinthicum@yieldstreet.com,,Web Form Fillout
10793055,Inactive Investor,Damion Dengler,Financial Advisor,LPL Financial LLC Ellicott City MD 6021 University Blvd,damion.dengler@lpl.com,,Salesforce
11071280,Inactive Investor,James Koerner,,"Avantax Investment Services, Inc. Toms River NJ 10 Allen St",,,Salesforce
10803823,Inactive Investor,Mahesh Melwani,Retirement Planning Specialist,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",mahesh.melwani@equitable.com,,Salesforce
225616,, -,,[[Unknown]],jbumanis@gmail.com,,Initial Salesforce Import
11126701,Inactive Investor,Davin Rudy,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",davin.rudy@ml.com,,Salesforce
10934082,Inactive Investor,Julia Zdun,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",julia.zdun@ml.com,,Salesforce
10804287,Inactive Investor,Rona Swanson,,"Securities Management & Research, Inc. Visalia CA 829 W Center Ave",rswanson@smrone.com,,Salesforce
9619854,,Steven Kienitz,,,steve.kienitz@gmail.com,,List import
9601421,,Daniel Hutchins,,,dan@honkamp.com,,List import
11056305,Inactive Investor,Jason T.,Client Service Associate,LPL Financial LLC Austin TX 1250 S Capital of Texas Hwy,jason.tockstein@lpl.com,,Salesforce
10996705,Inactive Investor,Brittany Kalsky,Chief Compliance Officer;Private Wealth Manager,Brandywine Oak Private Wealth LLC,bkalsky@brandywineoak.com,,Salesforce
10777140,Inactive Investor,Arnold Rozany,Branch Manager;Managing Director;Senior Vice President,"Benjamin F. Edwards & Company, Inc. Danbury CT 1 Reserve Rd",arnold.rozany@benjaminfedwards.com,,Salesforce
10909819,Inactive Investor,Alicia Smith,,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,31tcc@primerica.com,,Salesforce
11187238,Inactive Investor,Jason Balcom,,State Farm VP Management Corp.,,,Salesforce
351290,,Cassandra Johnson,Executive Assistant,Everspire,cassandra@everspire.com,801-545-8706,Manual List Upload
10878255,Inactive Investor,Felicia Antonio,,Citigroup Global Markets Inc.,,,Salesforce
10779758,Inactive Investor,Ronald Tavarez,,"Frost Brokerage Services, Inc. McAllen TX 1901 W Nolana Ave",rtavarez@frostbank.com,,Salesforce
342689,,David Zatlukal,Chief Financial Officer,"J.h. Whitney Capital Partners, Llc",dzatlukal@whitney.com,203-716-6100,Manual List Upload
10946801,Inactive Investor,Barrett Jones,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",barrettjones@financialguide.com,,Salesforce
11037310,Inactive Investor,Joe Lemois,,Park Avenue Securities LLC Maitland FL 2200 Lucien Way,joseph_lemois@glic.com,,Salesforce
10923091,Inactive Investor,Wynne Reneau,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,wynne_reneau@vanguard.com,,Salesforce
11169031,Inactive Investor,Jennifer Williams,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,jennifer.williams@primerica.com,,Salesforce
9636289,,Kathryn Waseleski,,,kwaseleski@morgancreekcap.com,,List import
10896124,Inactive Investor,Stephen Jackson,Financial Advisor,LPL Financial LLC Madison AL 7600 Hwy 72 W,steve.jackson@lpl.com,,Salesforce
9546577,,David Carroll,,,dscarroll450@gmail.com,,List import
10870596,Inactive Investor,Jane Desmond,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9623052,,Yuriy Vozhzhov,,,btcedp@gmail.com,,List import
11231727,Inactive Investor,Ruby Pace,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
11070011,Inactive Investor,Alan Childs,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Fort Mitchell KY 405 Buttermilk Pike",alan.childs@usbank.com,,Salesforce
9608743,,Maurice Williams,,,marece737@gmail.com,,List import
10842176,Inactive Investor,Stephanie Darling,Chief Compliance Officer;General Counsel,"Bulldog Investors, LLP",sdarling@bulldoginvestors.com,,Salesforce
10791146,Inactive Investor,Christopher Thiel,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,christopher.thiel@fidelity.com,,Salesforce
10840547,Inactive Investor,Gary Williamson,,LPL Financial LLC Rochester MN 975 34th Ave NW,m.williamson@lpl.com,,Salesforce
220435,,Marissa Arnold,,Grayscale Investments,arnold.mariss@gmail.com,,Direct
11078053,Inactive Investor,Norma Terras,,Edward Jones Elko NV 397 Court St,lynn.terras@edwardjones.com,,Salesforce
4339677,Inactive Investor,Gabriel Potter,Senior Research Analyst,Westminster Consulting,gpotter@westminster-consulting.com,(585) 246-3750,
352739,,Jill Forgea,"Senior Executive Assistant, Human Resources Coordinator","Polen Capital Management, Llc",jforgea@polencapital.com,156-124-12425,Manual List Upload
10756207,Inactive Investor,Michael Fitz-Patrick,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",michael.fitzpatrick@ml.com,,Salesforce
11096822,Inactive Investor,Joel Edstrom,Founder;President,WESCAP Group,joel@wescapgroup.com,,Salesforce
11096772,Inactive Investor,Joseph Mann,,"IFP Securities, LLC Savannah GA 30 Little Comfort Rd",,,Salesforce
10884245,Inactive Investor,Joseph Lomax,,"Cambridge Investment Research, Inc. Mobile AL 2607 Dauphin St",,,Salesforce
10879263,Inactive Investor,Kelly Obrien,,Citigroup Global Markets Inc.,,,Salesforce
10865056,Inactive Investor,Gayle Wilson,Practice Support Associate,Thrivent Investment Management Inc. San Francisco CA 50 California St,gayle.wilson@thrivent.com,,Salesforce
9623388,,BONGWOON JANG,,,a01052366880@gmail.com,,List import
10781725,Inactive Investor,Brian Malison,Director - Corporate Client Group;Financial Advisor;First Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,brian.malison@morganstanley.com,,Salesforce
11124680,Inactive Investor,Daniel Staroski,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10929734,Inactive Investor,Gus Godchaux,Founder;Managing Member,"Lailaps Capital, L.L.C.",,,Salesforce
11254505,Inactive Investor,Martin Levine,,Evercore Group L.L.C.,,,Salesforce
9592074,,Teodora Tiron,,,teodoratiron@gmail.com,,List import
10775442,Inactive Investor,Nathan Eaton,Branch Manager,"RBC Capital Markets, LLC Norwell MA 80 Washington St",,,Salesforce
10754034,Inactive Investor,Daniel Wallach,Financial Advisor;Principal,LPL Financial LLC Wellesley MA 888 Worcester St,daniel.wallach@lpl.com,,Salesforce
9600689,,Bob Wacker,,,bob.wacker@wackerwealthpartners.com,,List import
10835598,Inactive Investor,Victoriya Grinblat,Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,victoriya.grinblat@ubs.com,,Salesforce
11035668,Inactive Investor,Elaine Garcia,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Miami FL 801 Brickell Ave",elaine.garcia@rbc.com,,Salesforce
11144310,Inactive Investor,Ryan Young,Financial Advisor,Edward Jones Fort Gratiot MI 4865 24th Ave,ryan.j.young@edwardjones.com,,Salesforce
9625766,,Dominik Nawrocki,,,dominiknawroxki@gmail.com,,List import
11194214,Inactive Investor,Ryan Serr,Investment Advisor Representative,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",ryan.serr@tfaconnect.com,,Salesforce
9549312,,Michael Markey,,,mmarkey@aicrep.com,,List import
11289058,,T G,,,cribs-00bungee@icloud.com,,Web Form Fillout
11053314,Inactive Investor,Scott Maeyaert,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",scott.p.maeyaert@ampf.com,,Salesforce
10996951,Inactive Investor,Jade Clark,,Cetera Advisor Networks LLC Guilford CT 1575 Boston Post Rd,,,Salesforce
192928,,Lynda Alcaraz,,None RETIRED RN,lyndaalcaraz15@gmail.com,6308356582,Advertising
11137966,Inactive Investor,Erica Snyder,Chief Executive Officer;Director;President,Hunter Associates LLC,snyder@hunterassociatesinc.com,,Salesforce
10819215,Inactive Investor,Briana Morris,Financial Advisor,Edward Jones Scottsdale AZ 9825 E Bell Rd,briana.morris@edwardjones.com,,Salesforce
10859191,Inactive Investor,Greg Dufala,Financial Advisor,LPL Financial LLC Erie PA 127 W 6th St,greg.dufala@lpl.com,,Salesforce
346661,,Stephen Berkenfeld,Associate,Consolidated Portfolio Review Corp,stephen@diefendorfcapital.com,631-845-5100,Manual List Upload
10966128,Inactive Investor,Joseph Dawczak,Investment Advisor Representative,Chicago Investment Advisory Group,joe@ciag.us,,Salesforce
9648433,,Infinity Stones,,,zhenwu@infinitystones.io,,List import
11179687,Inactive Investor,Geoffrey Richards,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",geoffrey.richards@raymondjames.com,,Salesforce
9599635,,Matthew Royde,,,max@kestrelip.com,,List import
10792089,Inactive Investor,Jeffrey Alejandro,,"Raymond James Financial Services, Inc. Cupertino CA 19960 Stevens Creek Blvd",jeff.alejandro@raymondjames.com,,Salesforce
10846969,Inactive Investor,Craig Tooley,Branch Manager,"Wells Fargo Clearing Services, LLC Sioux City IA 2220 Hamilton Blvd",craig.l.tooley@wellsfargo.com,,Salesforce
9543554,,Matthew Weil,,,mweil@cweil.com,,List import
11149012,Inactive Investor,Benjamin Hoffman,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
11076872,Inactive Investor,Ashley Smith,,"American Fidelity Securities, Inc.",ashley.isenbart@americanfidelity.com,,Salesforce
10981660,Inactive Investor,Seena Sartho,,"Ameriprise Financial Services, LLC Villa Park IL 1 Oakbrook Ter",,,Salesforce
10895838,Inactive Investor,Phyllis Williams,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,phyllis_williams@glic.com,,Salesforce
10926386,Inactive Investor,Matthew Cracraft,,J.P. Morgan Securities LLC Lexington KY 1824 Alysheba Way,,,Salesforce
10984091,Inactive Investor,Chris Davies,Investment Advisor Representative,Navigation Wealth Management,chris@navwm.com,,Salesforce
11096646,Inactive Investor,Stephen Tyson,,Cetera Advisor Networks LLC Boca Raton FL 225 NE Mizner Blvd,,,Salesforce
11106225,Inactive Investor,Stephen Duval,Private Wealth Advisor,"Ameriprise Financial Services, LLC South Hadley MA 551 Newton St",stephen.r.duval@ampf.com,,Salesforce
11195982,Inactive Investor,William Smith,,"Southeast Investments, N.C., Inc. Asheboro NC 535 S Cox St",gsmith@seinvestnc.com,,Salesforce
10949041,Inactive Investor,Kevin O'Donnell,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",kevin.odonnell1@usbank.com,,Salesforce
10901610,Inactive Investor,Steven Jenness,Financial Advisor,"Ameriprise Financial Services, LLC Decatur IL 2490 N Water St",steven.jenness@ampf.com,,Salesforce
11102072,Inactive Investor,Julia Porter,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
11131601,Inactive Investor,Miguel Fortuno,Director;Investment Manager,Storge Coral Gables FL 132 Minorca Ave,,,Salesforce
372196,,Kwame Paige,,United States,kwamepaige604@gmail.com,,Salesforce
10869179,Inactive Investor,David Stewart,Branch Manager;Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",david.b.stewart@wellsfargoadvisors.com,,Salesforce
11137545,Inactive Investor,Harold Myrick,,LPL Financial LLC Sikeston MO 124 E Center St,harold.myrick@lpl.com,,Salesforce
9637457,,Breaking News,,,info@breakingnews.com,,List import
11063191,Inactive Investor,Bradley Engle,Director - Research;Trading,GHP Investment Advisors Inc,bengle@ghpia.com,,Salesforce
11149648,Inactive Investor,Paul Banks,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
156108,,Ray Guo,,[Unknown],guozherui@gmail.com,,Organic Search
9633476,,Anton Belousov,,,ae.belousov0@gmail.com,,List import
9604176,,SARAH HOLLOWAY,,,sarah.holloway@moodys.com,,List import
10898303,Inactive Investor,Christopher Renfro,Financial Advisor,Edward Jones Coupeville WA 502 N Main St,chris.renfro@edwardjones.com,,Salesforce
11070636,Inactive Investor,Deauton Delgado,Associate Financial Advisor,"Ameriprise Financial Services, LLC Shreveport LA 670 Albemarle Dr",deauton.delgado@ampf.com,,Salesforce
10753556,Inactive Investor,Michael Scher,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",michael.scher@nm.com,,Salesforce
10969806,Inactive Investor,Matthew Williams,Financial Advisor,Refined Wealth Management,matthew@refinedwm.com,,Salesforce
9595294,,Tanya Allen,,,tamaat12@gmail.com,,List import
10998718,Inactive Investor,Brent Nickel,,State Farm VP Management Corp. Grinnell IA 1112 West St,,,Salesforce
9626223,,Hiresh Razmi,,,herishrazme@gmail.com,,List import
10838479,Inactive Investor,Andrea Lamarucciola,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,andy.lamarucciola.g14s@statefarm.com,,Salesforce
7742,,Keith Rice,,Rcp,whittingham1968@gmail.com,517-0601,Direct
10870907,Inactive Investor,Mark Roberts,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Cincinnati OH 9435 Waterstone Blvd",mark.roberts@mai.capital,,Salesforce
11085542,Inactive Investor,Justin Perry,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 4012 Foothills Blvd",justin.perry@ml.com,,Salesforce
10822373,Inactive Investor,George Papagianopoulos,,"Allstate Financial Services, LLC Middle Village NY 6477 Dry Harbor Rd",georgepapagianopoulos@allstate.com,,Salesforce
11044525,Inactive Investor,Andrew Mitchell,Wealth Management Specialist,J.P. Morgan Securities LLC New York NY 277 Park Ave,andrew.mitchell@jpmorgan.com,,Salesforce
11172505,Inactive Investor,Harvey Little,Investment Advisor;Owner,WH Wealth Management LLC,,,Salesforce
9629670,,Nkhumeleni Thavhiwa,,,thavhiwan@gmail.com,,List import
10876019,Inactive Investor,Brian Poulter,,Goldman Sachs & Co.,,,Salesforce
10617588,,Gregory Kamp,,,gregory.kamp@equitable.com,,List Import
9582870,,Mitchell Rubin,,,mrubin@riverparkllc.com,,List import
11088901,Inactive Investor,Paul Kohn,Advisor,Investment Advisor Group Allendale NJ Private Residence,paul@investmentadvisorgroup.com,,Salesforce
10494450,,John Kvale,"Chief Compliance Officer, Chief Information Security Officer, Founder, President","J.K. Financial, Inc.",john@jkfinancialinc.com,,List Import
11067732,Inactive Investor,Hope Woolwine,,State Farm VP Management Corp. Richmond VA 1200 Courthouse Rd,hope.woolwine.c936@statefarm.com,,Salesforce
11096436,Inactive Investor,Angela Sprenkle,Portfolio Associate,Morgan Stanley Morrisville PA 777 Township Line Rd,angela.sprenkle@morganstanley.com,,Salesforce
9702397,,Nathanael Cunha,,Transfero,nathanael_cunha@hotmail.com,21983396626,Web form fillout
11174877,Inactive Investor,Michael Peters,Associate Financial Advisor,Thrivent Investment Management Inc. West Roxbury MA 7 Oriole St,michael.peters@thrivent.com,,Salesforce
10845767,Inactive Investor,Thomas Burke,Chief Compliance Officer;Chief Executive Officer;Private Wealth Advisor,Syntegra Private Wealth Group LLC Chesterfield MO 14567 North Outer 40 Rd,tom@syntegrapwg.net,,Salesforce
11007625,Inactive Investor,Taylor Caldwell,,Country Capital Management Company Spokane WA 316 W Boone Ave,taylor.caldwell@countryfinancial.com,,Salesforce
229624,, -,,[[Unknown]],david.godau@hotmail.com,,
5483003,,Bryce Gerhardt,,,beastbmg@gmail.com,3854618308,Web Form Fillout
9584264,,Thomas Phillips,,,tom.phillips@voya.com,,List import
11209508,Inactive Investor,Kethan Kommanapalli,,William Blair,kkommanapalli@williamblair.com,,Salesforce
229521,, -,,[[Unknown]],musicktm230@gmail.com,,
10789982,Inactive Investor,Margaret Ballinger,Chief Compliance Officer;Chief Operating Officer;Managing Member;President,Oak Associates Ltd,mballinger@oakassociates.com,,Salesforce
10996040,Inactive Investor,Hualin Cui,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
248743,,K Thomas,Owner,Krysta Thomas LLC,info@krystamt.com,,Manual List Upload
10754581,Inactive Investor,Camille Walther,Financial Advisor,Morgan Stanley Mandeville LA 1261 W Causeway Approach,,,Salesforce
11187713,Inactive Investor,Jason Trichler,Senior Resident Director;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",jason.m.trichler@ml.com,,Salesforce
11163281,Inactive Investor,Michael Cerminaro,Financial Professional,LPL Financial LLC Syracuse NY 5790 Widewaters Pkwy,mike.cerminaro@lpl.com,,Salesforce
10840429,Inactive Investor,William Harris,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",bill.harris@benjaminfedwards.com,,Salesforce
11048353,Inactive Investor,John Massey,,"Kestra Investment Services, LLC Montgomery AL 7050 Fain Park Dr",,,Salesforce
9592567,,Mary Ellen Bonner,,,maryellen.bonner@outlook.con,,List import
10967880,Inactive Investor,Bryan Hale,,Edward Jones Herndon VA 754 Elden St,,,Salesforce
9591071,,Stefan Hug,,,stefan.hug@evtfa.com,,List import
10994510,Inactive Investor,Heather Skaggs,,Edward Jones Upper Sandusky OH 217 W Wyandot Ave,,,Salesforce
10919144,Inactive Investor,Benjamen Rafferty,,"Raymond James Financial Services, Inc.",,,Salesforce
332778,,Kostya Etus,,Dynamic Wealth Advisors,kostya.etus@dynamicwealthadvisors.com,,
11017130,Inactive Investor,Chance Williams,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",chance.williams@truist.com,,Salesforce
9582758,,Scott Obrien,,,s.obrien@fi.com,,List import
10814312,Inactive Investor,Victor Sibilla,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",vsibilla@wpcapital.com,,Salesforce
11196767,Inactive Investor,Kate Fong,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kate.fong@jpmorgan.com,,Salesforce
11221877,,Adhali Larios-Hernandez,,,ahdali.larios@transamerica.com,,List Import
10997402,Inactive Investor,Vicente Carrillo-Batalla,Co-Founder;Manager;Owner,Vitral Advisors LLC New York NY 114 E 25th St,,,Salesforce
11222012,,Katy Chase,,,kchase@wealthenhancement.com,,List Import
10883843,Inactive Investor,Christopher Bush,Financial Advisor,"Northwestern Mutual Investment Services, LLC Orlando FL 7380 W Sand Lake Rd",chris.bush@nm.com,,Salesforce
10929878,Inactive Investor,John Myers,Financial Advisor,LPL Financial LLC Monroe LA 1896 Hudson Cir,john.d.myers@lpl.com,,Salesforce
10788267,Inactive Investor,Eileen Holmes,Chief Financial Officer;Director;Executive Vice President;Regulatory Contact;Secretary,Churchill Management Group,eholmes@churchillmanagement.com,,Salesforce
10761717,Inactive Investor,Conrado Santiago,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",conrad.x.santiago@ampf.com,,Salesforce
11137707,Inactive Investor,Justin Meece,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11177596,Inactive Investor,Brady Dilena,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",brady.dilena@ml.com,,Salesforce
10912111,Inactive Investor,Julia James,Authorized Officer;Client Service Associate;Relationship Manager;Senior Wealth Strategy Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,julia.james@ubs.com,,Salesforce
9573349,,Bruce Begley,,,bruce.begley@pnc.com,,List import
9547284,,T B,,,tmpb23@yahoo.com,,List import
10874379,Inactive Investor,James West,,"Raymond James Financial Services, Inc. Abilene TX 400 Pine St",brice.west@raymondjames.com,,Salesforce
11092902,Inactive Investor,Mckenna Botts,,"UMB Financial Services, Inc. Denver CO 1670 Broadway",,,Salesforce
10651247,,Matthew C. Conroy,,,tineymc@gmail.com,,Web Form Fillout
9571958,,Matthew Capone,,,mcapone@massmutual.com,,List import
11053746,Inactive Investor,Matthew Nafziger,,State Farm VP Management Corp. Bradley IL 396 S Kennedy Dr,matt.nafziger.pkg7@statefarm.com,,Salesforce
347312,,Peter Fierro,Chief Financial Officer,Perceptive Advisors,peter@perceptivelife.com,(646) 205-5343,Manual List Upload
9620088,,Yichen Wu,,,yichen@tesseractinvestment.com,,List import
10952811,Inactive Investor,Micah Morris,,"Raymond James Financial Services, Inc. Baton Rouge LA 5422 Superior Dr",micah.morris@raymondjames.com,,Salesforce
11148622,Inactive Investor,Reva Shakkottai,Branch Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",,,Salesforce
10835042,Inactive Investor,John Kitevski,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Hauppauge NY 888 Veterans Hwy,john.kitevski@morganstanley.com,,Salesforce
10866537,Inactive Investor,Reed Rudkin,,"Osaic Wealth, Inc. Casper WY 300 N Forest Dr",,,Salesforce
11125719,Inactive Investor,Amanda Green,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",amanda.i.brodzinski@nm.com,,Salesforce
188513,,Keith Shealy,,[Unknown],skeiths@icloud.com,,source
10810283,Inactive Investor,Matthew Swinney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",matthew_swinney@ml.com,,Salesforce
51959,,Jeffrey Kube,Financial Consultant,Thrivent Investment Management Inc.,jeff.kube@thrivent.com,,
9639524,,Brian Jolly,,,bjolly@huntinvestment.com,,List import
11060241,Inactive Investor,Andres Gonzalez,,Goldman Sachs & Co.,andres.gonzalez@gs.com,,Salesforce
10824310,Inactive Investor,Anthony Sciuto,Associate Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",anthony.sciuto@ampf.com,,Salesforce
10813111,Inactive Investor,Steven Crespo,Financial Advisor,Edward Jones Ludlow MA 658 Center St,steven.crespo@edwardjones.com,,Salesforce
10830417,Inactive Investor,Leigh Thompson,Chief Legal Officer,PNC Investments Cleveland OH 1900 E 9th St,leigh.thompson@pnc.com,,Salesforce
11045849,Inactive Investor,Curtis Zeigler,,"Geneos Wealth Management, Inc. Denver CO 730 17th St",,,Salesforce
10790422,Inactive Investor,John Welch,,"Avantax Investment Services, Inc. Enfield CT 268 Hazard Ave",,,Salesforce
10856454,Inactive Investor,Lise Lavoie,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",lise.p.lavoie@ampf.com,,Salesforce
10603595,,Itai Lemberger,"Chief Investment Officer, Founder, Regulatory Contact","Bow Wave Capital Management, LP",itai@bowwavecap.com,,List Import
11032225,Inactive Investor,Lyndell Worthen,President,"Naviter Wealth, LLC",pworthen@naviterwealth.com,,Salesforce
10771714,Inactive Investor,Donna McMullen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",donna.mcmullen@ml.com,,Salesforce
11153552,Inactive Investor,Touria Kortobi,,"Fortune Financial Services, Inc. Melville NY Private Residence",,,Salesforce
11221800,,Brian Weverbergh,,,brian.weverbergh@blackrock.com,,List Import
239829,,Enrico Danieletto,Partner,Pairstech Capital Management LLP,enrico.danieletto@pairstech.com, +44 (0) 208 175 9300,Event
9639337,,Stan Godsky,,,stan@libertygroupllc.com,,List import
10895491,Inactive Investor,Richard Pinola,,"Osaic FA, Inc. Malvern PA 1 N Bacton Hill Rd",richard.pinola@lfg.com,,Salesforce
10941561,Inactive Investor,Constance Mortensen,,State Farm VP Management Corp. Indianapolis IN 7316 US 31 S,,,Salesforce
11120658,Inactive Investor,Eric Rislove,Financial Advisor,Edward Jones Saint Paul MN 8360 City Centre Dr,eric.rislove@edwardjones.com,,Salesforce
10940856,Inactive Investor,Alex Gass,Financial Advisor,Edward Jones Hudsonville MI 5340 Plaza Ave,alex.gass@edwardjones.com,,Salesforce
9549103,,Patrick Sullivan,,,psullivan@twocreekscapital.com,,List import
80,,,,,hwalter3895@o2.pl,,
11236132,Inactive Investor,Tasha Mckee,,Key Investment Services LLC Syracuse NY 215 Tecumseh Rd,tasha.mckee@key.com,,Salesforce
10877556,Inactive Investor,Ming Zeng,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Morrisville NC 630 Davis Dr",mike.zeng@tfaconnect.com,,Salesforce
11052607,Inactive Investor,Eric James,,State Farm VP Management Corp. Las Vegas NV 3910 S Maryland Pkwy,,,Salesforce
10728886,,Jagjit Dhillon,,,jags.dhillon@gmail.com,,Web Form Fillout
10860320,Inactive Investor,Bruce Shapiro,Chief Compliance Officer;Senior Investment Specialist,"Accountants Proprietary Financial ServiceNet, Inc. Lynbrook NY 211 Broadway",,,Salesforce
10800233,Inactive Investor,Neil Callahan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,neil.callahan@ubs.com,,Salesforce
10917135,Inactive Investor,Christopher Cowles,,PFS Investments Inc. Jewett City CT 1130 Voluntown Rd,chisrtopher.cowles@primerica.com,,Salesforce
10849181,Inactive Investor,Gregory Pittman,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 2660 Eastchase Ln",,,Salesforce
11230601,Inactive Investor,Paul Hanley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11119404,Inactive Investor,Keith Neumann,Financial Advisor,Edward Jones Green Bay WI 3000 Riverside Dr,keith.neumann@edwardjones.com,,Salesforce
11174141,Inactive Investor,Jonathan Smucker,Partner;Portfolio Manager,"Marietta Investment Partners, LLC",jsmucker@mariettallc.com,,Salesforce
10844801,Inactive Investor,Michael Clifford,Financial Consultant,Thrivent Investment Management Inc. Alpharetta GA 9875 Medlock Bridge Pkwy,michael.clifford@thrivent.com,,Salesforce
9639966,,Kevin King,,,kingjk@nationwide.com,,List import
9614661,,carlos tornes,,,tornesp1@gmail.com,,List import
10922148,Inactive Investor,Jacob Butler,Private Client Advisor,J.P. Morgan Securities LLC Columbus OH 130 N Hamilton Rd,jacob.butler@jpmorgan.com,,Salesforce
47993,,Richard Volpe,"Founder, President, Regulatory Contact, Senior Financial Planner",Asset Planning Services Ltd.,rick@assetplanningservices.com,215-256-4600,
10999977,Inactive Investor,James Trawick,,State Farm VP Management Corp. Eatonton GA 103 Harmony Xing,bo.trawick.tjzf@statefarm.com,,Salesforce
11174440,Inactive Investor,Steven Jones,,J.P. Morgan Securities LLC Dallas TX 10729 Preston Rd,steven.jones@jpmorgan.com,,Salesforce
11032938,Inactive Investor,Dallas Price,,"Pruco Securities, LLC. Midvale UT 7000 S Commerce Park Dr",dallas.price@prudential.com,,Salesforce
6721090,,James Bush,,Bush Trading LLC,j.bush@jbushlaw.com,3182183072,Web Form Fillout
11049572,Inactive Investor,Theodore Parrish,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,"Parrish Capital, LLC",ted@parrishcapital.com,,Salesforce
11164526,Inactive Investor,Ryan Beebe,,"Farmers Financial Solutions, LLC San Diego CA 1360 Rosecrans St",,,Salesforce
10834703,Inactive Investor,Anthony Segobiano,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",anthony.segobiano@ml.com,,Salesforce
9586299,,Tita Rogers,,,trogers@bahl-gaynor.com,,List import
10906383,Inactive Investor,Keith Schicker,Investment Analyst;Portfolio Manager,Zuckerman Investment Group,,,Salesforce
10893633,Inactive Investor,Ashley Haubrich,,LPL Financial LLC Middleton WI 2711 Allen Blvd,ashley.haubrich@lpl.com,,Salesforce
11135477,Inactive Investor,Frankie Gonzalez,,"Raymond James Financial Services, Inc. Miami FL 20801 Biscayne Blvd",frankie.gonzalez@raymondjames.com,,Salesforce
9550619,,John Parsons,,,ged@parcap.com,,List import
11158339,Inactive Investor,Shannah Quinn,Financial Advisor,Edward Jones Beaumont TX 3050 Dowlen Rd,shannah.quinn@edwardjones.com,,Salesforce
10971973,Inactive Investor,Daniel Martinez,,PFS Investments Inc. Houston TX 8866 Gulf Fwy,,,Salesforce
11135491,Inactive Investor,John Coats,,NYLIFE Securities LLC The Dalles OR 312 Federal St,jbcoats@ft.newyorklife.com,,Salesforce
11056135,Inactive Investor,Lesley Bryant,,"Allstate Financial Services, LLC Atlanta GA 2300 Henderson Mill Rd NE",lesleybryant@allstate.com,,Salesforce
11072898,Inactive Investor,Sonakshi Sood,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",sonakshi.sood@ml.com,,Salesforce
11197402,Inactive Investor,Eric Romano,,"Farmers Financial Solutions, LLC Cheyenne WY 3221 E Pershing Blvd",eromano@farmersagent.com,,Salesforce
11178152,Inactive Investor,George Zachary,Premier Banker,"Wells Fargo Clearing Services, LLC Chapel Hill NC 101 Banks Dr",george.zachary@wellsfargoadvisors.com,,Salesforce
11046091,Inactive Investor,Larry Hancock,,Integrated Wealth Concepts LLC East Wenatchee WA Private Residence,,,Salesforce
10890158,Inactive Investor,Lianne Valenza,Associate Financial Advisor,Davenport & Company LLC,lrecchia@investdavenport.com,,Salesforce
11188287,Inactive Investor,Robin Phillips,,"Woodmen Financial Services, Inc. Tifton GA 220 Central Ave N",rphillips@woodmen.org,,Salesforce
10932454,Inactive Investor,Julie Copelan,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",julie.copelan@valic.com,,Salesforce
9611096,,Stephanie Huang,,,stephanie.huang1@blackrock.com,,List import
11260138,Inactive Investor,Amanda Smith,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",,,Salesforce
11081444,Inactive Investor,MaeLauren Hudson,,"HighTower Securities, LLC Wichita KS 8301 E 21st St N",mhudson@hightoweradvisors.com,,Salesforce
11091852,Inactive Investor,Joseph Tobias,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,jtobias@ft.newyorklife.com,,Salesforce
10836672,Inactive Investor,Samuel Yonce,Executive Director;Financial Advisor,Morgan Stanley Middleton MA 35 Village Rd,samuel.yonce@morganstanley.com,,Salesforce
339966,,Joyce Rolfes,President,"Five Peaks Financial Consulting, Inc.",joyce@fivepeaksinc.com,602-224-2402,Manual List Upload
9550040,,Bryan Smith,,,bsmith@naplesam.com,,List import
10999337,Inactive Investor,Andrew Brandl Larsen,,"Farmers Financial Solutions, LLC Excelsior MN 261 School Ave",alarsen@farmersagent.com,,Salesforce
10619234,,Brian Katz,,,brian.n.katz@morganstanley.com,,List Import
10769301,Inactive Investor,Mitchell Solomon,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,mitch.solomon@ceterais.com,,Salesforce
11117983,Inactive Investor,Sean Marlowe,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 10917 Dylan Loren Cir",sean.x.marlowe@ampf.com,,Salesforce
229488,,Vladarz -,,Vladarz [[Unknown]],1220586641@qq.com,,
10985518,Inactive Investor,Lauren Feeney,,Vanguard Marketing Corporation,lauren_feeney@vanguard.com,,Salesforce
11007628,Inactive Investor,William Waller,Senior Financial Advisor,LPL Financial LLC Austin TX 4718 Duval St,william.waller@lpl.com,,Salesforce
78961,,Brian Freeman,,"Securities America Advisors, Inc.",brian.freeman@securitiesamerica.com,732-308-9447,
11088807,Inactive Investor,Rakesh Singh,,"Fifth Third Securities, Inc. Columbus OH 1669 Fishinger Rd",rakesh.singh@53.com,,Salesforce
24765,,J. Christopher Kerckhoff,"President, CEO","Plancorp, Llc",chris@plancorp.com,636-532-7824,Manual List Upload
10958765,Inactive Investor,Philippa Edokpayi,,"Avantax Investment Services, Inc. Houston TX 12000 Wilcrest Dr",,,Salesforce
9612419,,Daniel Conway,,,dconway@intrinsicedge.com,,List import
10810505,Inactive Investor,Douglas Melrose,Financial Advisor,"Ameriprise Financial Services, LLC Radford VA 202 3rd Ave",doug.melrose@ampf.com,,Salesforce
11183157,Inactive Investor,Joshua Beck,Chief Compliance Officer;Director - Administration,"Petersen Hastings Wealth Advisors, Inc.",joshb@petersenhastings.com,,Salesforce
11160789,Inactive Investor,Michael Sabatini,Financial Advisor;Wealth Strategy Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,michael.sabatini@ubs.com,,Salesforce
110854,,Garrett Yaun,,none,garrett.yaun+eth@gmail.com,518-339-7956,
11110526,Inactive Investor,Thomas Schryver,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Francisco CA 345 California St",thomas.schryver@rbc.com,,Salesforce
9634813,,Stormy Byorum,,,sbyorum@stephens.com,,List import
11038349,Inactive Investor,Howard Davidson,,"Farmers Financial Solutions, LLC Montrose CO 1020 S Townsend Ave",hdavidson@farmersinsurance.com,,Salesforce
9624458,,Jinyoung Ma,,,qkqhdheod5@gmail.com,,List import
9617993,,S. Kenneth Leech,,,kleech@westernasset.com,,List import
11019665,Inactive Investor,Valerie Mccord,,"Raymond James Financial Services, Inc. Lancaster PA 1 Penn Sq",valerie.mccord@raymondjames.com,,Salesforce
9610428,,Mauricio Viaud,,,mviaud@janney.com,,List import
10994464,Inactive Investor,David Reynolds,Chief Compliance Officer;Chief Financial Officer,OA Private Capital Grand Rapids MI 126 Ottawa Ave NW,davidr@oapc.com,,Salesforce
11260905,Inactive Investor,Mackenzie Nolan,,Cetera Advisor Networks LLC Martinsville NJ 792 Chimney Rock Rd,,,Salesforce
11211226,Inactive Investor,Jeffrey Lane,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Knoxville TN 265 Brookview Centre Way",jeffrey.lane@wellsfargoadvisors.com,,Salesforce
11038650,Inactive Investor,Staci Kaniszewski,,PFS Investments Inc. Standish MI 806 W Cedar St,skaniszewski@primerica.com,,Salesforce
11261105,Inactive Investor,Peter Harris,Research Analyst,"Biltmore Family Office, LLC",peter@biltmorefamilyoffice.com,,Salesforce
11161077,Inactive Investor,Jeffrey Bedell,,"Osaic Wealth, Inc. Sacramento CA 333 University Ave",,,Salesforce
10752693,Inactive Investor,Brian Hines,,"Cambridge Investment Research, Inc. Harleysville PA 425 Main St",,,Salesforce
11012831,Inactive Investor,John Tomaino,,"Allstate Financial Services, LLC Monroeville PA 2651 Monroeville Blvd",johntomaino@allstate.com,,Salesforce
10952226,Inactive Investor,Hyla Fahsholtz,Private Client Advisor,Key Investment Services LLC,hyla_k_fahsholtz@kisinvestments.com,,Salesforce
10981321,Inactive Investor,Aline Bertoli,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,aline.bertoli@safra.com,,Salesforce
10875855,Inactive Investor,Jonathan Blaisdell,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",jonathan.blaisdell@equitable.com,,Salesforce
11009953,Inactive Investor,Steven Tetens,,PlanMember Securities Corporation Fort Myers FL 4575 Via Royale,stetens@planmembersec.com,,Salesforce
10872284,Inactive Investor,James Brandau,Managing Director;Wealth Advisor,William Blair,jbrandau@williamblair.com,,Salesforce
372353,,Clara Ekang,,South Sudan,clararuth643@gmail.com,,Salesforce
200012,,Louis Macloskey,"President, director",Asset Planning Corporation,lou@fpiginc.com,561-689-5724,Manual List Upload
11046639,Inactive Investor,Michele Melendez,,"U.S. Bancorp Advisors, LLC",michele.melendez@uboc.com,,Salesforce
11009007,Inactive Investor,Debbie Julian,,LPL Financial LLC Pittsford NY 11 State St,debbie.julian@lpl.com,,Salesforce
9595445,,David Wickenhauser,,,dwickenhauser@monetagroup.com,,List import
10943385,Inactive Investor,Andrew Prehmus,,"The Strategic Financial Alliance, Inc. Peachtree Corners GA 3930 E Jones Bridge Rd",aprehmus@thesfa.net,,Salesforce
9549288,,Deglin Kenealy,,,deglin@osbornepartners.com,,List import
11064343,Inactive Investor,Paul Nash,,"Cambridge Investment Research, Inc. Ona WV 176 Old US Rte 60",,,Salesforce
11072789,Inactive Investor,Thomas Dutile,,PFS Investments Inc. Manchester NH 735 Chestnut St,thomas.dutile@primerica.com,,Salesforce
9568959,,Gene -,,,drgenescott@gmail.com,,List import
9591884,,Mark Hamilton,,,mhamilton@hirtlecallaghan.com,,List import
10617068,,Thea Reynolds,,,theareynolds@afpadvisor.com,,List Import
10964764,Inactive Investor,Linda Ruby Aguayo,Financial Advisor,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",,,Salesforce
10656055,,Elizabeth Muldowney,,,emuldowney@savantcapital.com,,List import
10846644,Inactive Investor,Susan Strasbaugh,Wealth Advisor,"Buckingham Strategic Wealth, LLC Colorado Springs CO 8580 Scarborough Dr",sstrasbaugh@buckinghamgroup.com,,Salesforce
9589718,,Laura Gordon,,,lgordon@cweil.com,,List import
9594538,,William Jacobs,,,wjacobs@jacobsadvisor.com,,List import
11065685,Inactive Investor,Wayne Simpson,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",wayne.e.simpson@wellsfargo.com,,Salesforce
9613437,,John Osborne,,,john.osborne@ubs.com,,List import
10879477,Inactive Investor,Bailey Gilligan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",bailey.gilligan@schwab.com,,Salesforce
10753036,Inactive Investor,Randall Hartley,Financial Advisor,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",randall.hartley@rbc.com,,Salesforce
10984628,Inactive Investor,Whitney Chappell,,J.P. Morgan Securities LLC Las Vegas NV 520 N Nellis Blvd,whitney.chappell@chase.com,,Salesforce
11174897,Inactive Investor,Andrew Maron,,"Osaic Wealth, Inc. Allentown PA 7540 Windsor Dr",,,Salesforce
10842531,Inactive Investor,Theodore Baseggio,,"FBL Marketing Services, LLC Alliance NE 407 E 3rd St",theodore.baseggio@fblfinancial.com,,Salesforce
10758052,Inactive Investor,Zachary Griffith,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",zacharygriffith@ml.com,,Salesforce
11118567,Inactive Investor,Allison Haslam,Regional Vice President,PFS Investments Inc. East Syracuse NY 6511 Basile Rowe,allison.haslam@primerica.com,,Salesforce
11116358,Inactive Investor,Gilbert Garcia,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,gilbert.garcia@primerica.com,,Salesforce
11186600,Inactive Investor,Iram Silva,,J.P. Morgan Securities LLC McAllen TX 920 S Jackson Rd,iram.silva@jpmorgan.com,,Salesforce
10965313,Inactive Investor,Zachary Short,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
10955822,Inactive Investor,Jessica Bennion,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11233950,Inactive Investor,Ginger Hamilton,,"OFG Financial Services, Inc. Wichita KS 7309 E 21st St N",gingerhamilton@ofgfinancial.com,,Salesforce
11207915,Inactive Investor,Noel Jacoway,,Morgan Stanley Sandy UT 200 W Civic Center Dr,noel.jacoway@morganstanley.com,,Salesforce
10762648,Inactive Investor,Bung Le,,"Martin Nelson & Co., Inc.",ble@martinnelsonco.com,,Salesforce
11120427,Inactive Investor,Bradley Hutter,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11080081,Inactive Investor,Kelli Poremba,Financial Advisor,Edward Jones Dallas TX 3100 Monticello Ave,kelli.poremba@edwardjones.com,,Salesforce
10855194,Inactive Investor,Larry Hair,Financial Advisor,"Osaic Wealth, Inc. Pineville LA 3340 Military Hwy",larryhair@royalaa.com,,Salesforce
370535,,Ryan Kasianchuk,,United States,rk426@cornell.edu,,Salesforce
11184806,Inactive Investor,Kenneth Woods,Chairman;Partner,"Asset Preservation Advisors, LLC",kwoods@assetpreservationadvisors.com,,Salesforce
11167068,Inactive Investor,Brett Efimov,,Cetera Advisor Networks LLC Tinley Park IL 6720 167th St,efimovb@ceteranetworks.com,,Salesforce
11104272,Inactive Investor,Daniella Sucato,Wealth Management Advisor,Cedrus LLC Castle Pines CO Private Residence,,,Salesforce
11056298,Inactive Investor,Derrick Walker,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,derrick_walker@vanguard.com,,Salesforce
10834904,Inactive Investor,Steven Schenck,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Leawood KS 5700 W 112th St",steven.j.schenck@ampf.com,,Salesforce
346307,,Shannon Oddi,"Associate, Director, First Impressions",Cedar Brook Group,soddi@cedarbrookfinancial.com,440-683-9200,Manual List Upload
10961697,Inactive Investor,Habib Anwar,Financial Advisor;Team Manager,"ShariaPortfolio, Inc.",habib@shariaportfolio.com,,Salesforce
10616314,,Jack Dehaven,,,jack.dehaven@lpl.com,,List Import
10776321,Inactive Investor,Thomas Gooden,Chief Compliance Officer;Financial Advisor;Member,"Cornerstone Wealth Management, LLC",,,Salesforce
11217772,,Cody Summerall,,,cody.summerall@raymondjames.com,,List Import
11031761,Inactive Investor,Kenneth Ford,,"Raymond James Financial Services, Inc. Nashville TN 20 Burton Hills Blvd",kenneth.ford@raymondjames.com,,Salesforce
9631180,,Patrick Allen,,,pa@pallen.co,,List import
9624153,,Randy Reyes,,,ranj.reyes@gmail.com,,List import
10841133,Inactive Investor,Nicholas Pollard,Financial Advisor,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,nicholas.pollard@ubs.com,,Salesforce
9544686,,Andrew Kuo,,,akuo@wisdirect.com,,List import
10947040,Inactive Investor,Joseph Soucy,,MWA Financial Services Inc. North Andover MA 50 High St,joseph.r.soucy@mwarep.org,,Salesforce
11045472,Inactive Investor,Natali Sanchez,Financial Advisor,Edward Jones Atascadero CA 7305 Morro Rd,natali.sanchez@edwardjones.com,,Salesforce
10800834,Inactive Investor,Gary Clancy,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Colts Neck NJ 182 Rte 537",gary.clancy@equitable.com,,Salesforce
10872997,Inactive Investor,Erin Doan,,State Farm VP Management Corp. Ludington MI 3408 W US Hwy 10,,,Salesforce
352263,,Jay Tibball,"ChFC, CLTC","Heritage Capital Advisors, Llc",jay@hcawealth.com,612-372-0095,Manual List Upload
9630381,,?UKASZ BARTOSZEWSKI,,,luma.bartoszewski@gmail.com,,List import
11080609,Inactive Investor,Jonathan Pittman,,Edward Jones Valrico FL 1953 E State Road 60,jonathan.pittman@edwardjones.com,,Salesforce
343802,,Warren Hastings,Portfolio Manager,"Cascade Investment Advisors, Inc.",warren.hastings@cascadeinvestors.com,503-417-1950,Manual List Upload
248348,,Michael Duffy,Business Development advisor,American Family insurance,michael.duffy.1987@gmail.com,,Manual List Upload
11113920,Inactive Investor,Lindsay Wahineokai,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,215gw@primerica.com,,Salesforce
10846773,Inactive Investor,Julie Lopes,Senior Relationship Manager - Private Client;Vice President,TD Private Client Wealth LLC Hartford CT 203 Trumbull St,julie.rickson@tdbanknorth.com,,Salesforce
10972746,Inactive Investor,Adam Dinkins,,"First Citizens Investor Services, Inc. Waynesville NC 196 Walnut St",adam.dinkins@firstcitizens.com,,Salesforce
9632824,,Mark Swaim,,,markswaim@msn.com,,List import
9590914,,David Colton,,,dcolton@greshampartners.com,,List import
10830164,Inactive Investor,Diana Casey,,State Farm VP Management Corp. Massapequa NY 1093 N Broadway,diana.casey.l907@statefarm.com,,Salesforce
76380,,Ronald Dodd,Financial Consultant,Thrivent Investment Management Inc.,eric.dodd@thrivent.com,309-517-0200,
11116652,Inactive Investor,Christine Mills,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",christine.mills@raymondjames.com,,Salesforce
11121287,Inactive Investor,Matthew Sernau,Financial Advisor,LPL Financial LLC Grand Rapids MI 607 Cascade W Pkwy SE,matthew.sernau@lpl.com,,Salesforce
9600583,,Daniel Paolucci,,,dpaolucci@vwkcapital.com,,List import
11017852,Inactive Investor,Elizabeth Baird,Senior Client Specialist,Robert W. Baird & Co. Incorporated,baird@rwbaird.com,,Salesforce
10888061,Inactive Investor,Benjamin Bankston,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",benjamin.bankston@schwab.com,,Salesforce
10916126,Inactive Investor,Eric Millican,,"Osaic Wealth, Inc. Carmel IN 11611 N Meridian St",,,Salesforce
10619348,,Derek Chatterton,,,derek.s.chatterton@morganstanley.com,,List Import
11068530,Inactive Investor,Jennifer Grayson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",jennifer.grayson@ml.com,,Salesforce
10899268,Inactive Investor,Jarrod Sleppy,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",jarrod.sleppy@tiaa.org,,Salesforce
11186352,Inactive Investor,Nichole Coons,Regional Vice President,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",coons.nichole@principal.com,,Salesforce
11114693,Inactive Investor,Bruce Goldstone,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",bruce.goldstone@wellsfargoadvisors.com,,Salesforce
11000179,Inactive Investor,Ge Vang,,J.P. Morgan Securities LLC Minneapolis MN 9801 Xenia Ave N,ge.vang@jpmorgan.com,,Salesforce
10867894,Inactive Investor,Dustin Gilliam,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,dustin.gilliam@fmr.com,,Salesforce
11130070,Inactive Investor,Anne Fuller,Trustee,Fuller & Thaler Asset Management Inc,,,Salesforce
10881220,Inactive Investor,Connie Gist,,Sigma Financial Corporation Beaumont TX Private Residence,cgist@sigmarep.com,,Salesforce
10901459,Inactive Investor,Brian Burwell,Financial Advisor,Prime Capital Financial,bburwell@pciawealth.com,,Salesforce
9616614,,William W. Harrison,,,william.harrison10@gmail.com,,List import
9627933,,Tata Mila,,,ijobbiqbixidwev@manen1.com,,List import
10828287,Inactive Investor,Thomas Bivona,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",thomas.bivona@rbc.com,,Salesforce
11130281,Inactive Investor,Avery Vanechanos,,"Next Financial Group, Inc.",,,Salesforce
10773528,Inactive Investor,Thomas Harris,Manager,"Hornor, Townsend & Kent, LLC",tharris@htk.com,,Salesforce
351744,,Gayle Prochko,Executive Assistant,"Gouldin & Mccarthy, Llc",gayle@gouldinmccarthy.com,908-630-0200,Manual List Upload
11177249,Inactive Investor,John Clarke,Managing Director,LPL Financial LLC West Milford NJ Private Residence,john.clarke@lpl.com,,Salesforce
10957712,Inactive Investor,Maurice Goins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 55 M St SE",maurice.goins@ml.com,,Salesforce
11143228,Inactive Investor,Rubens Charles,,J.P. Morgan Securities LLC Clemson SC 1075 Tiger Blvd,rubens.charles@jpmorgan.com,,Salesforce
11181376,Inactive Investor,Joseph Weintraub,,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",joseph.weintraub@prudential.com,,Salesforce
10795339,Inactive Investor,Kelly Scheetz,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Bangor ME 1 Merchants Plz,kelly.scheetz@ubs.com,,Salesforce
10985442,Inactive Investor,Justine Chon,,"Allstate Financial Services, LLC Elkins Park PA 1349 W Cheltenham Ave",justinechon@allstate.com,,Salesforce
9555311,,Kenneth Hahn,,,ken.hahn@voya.com,,List import
10856115,Inactive Investor,Leopoldo Roca,,State Farm VP Management Corp. Lake Worth FL 4163 S Congress Ave,paul.roca.bxlw@statefarm.com,,Salesforce
11100440,Inactive Investor,Ryan Smith,Financial Advisor;Head - Financial Planning;Regulatory Contact;Wealth and Investment Consultant,Paragon Financial Services,ryan@paragonfinancial.com,,Salesforce
9541946,,Scott Kuioka,,,scott@islandinsurance.com,,List import
241505,,Shane Reilly,,GYL Financial Synergies,shane.reilly@gylfinsyn.com,(844) 248-9998,Database Upload
10880777,Inactive Investor,Patrick Gaul,Investment Advisor Representative;Owner;Partner,Oceanside Advisors LLC,gaul@oceansideadvisors.com,,Salesforce
10847424,Inactive Investor,Ethan Gilbert,Chief Compliance Officer;Member;Partner,Rialto Wealth Management,,,Salesforce
10979746,Inactive Investor,Arnulfo Garcia Gutierrez,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,agutierrez@primerica.com,,Salesforce
11022689,Inactive Investor,Emily George Hubb,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,emily.george@ubs.com,,Salesforce
11156345,Inactive Investor,Bruce Hibma,Financial Advisor;Senior Vice President,Morgan Stanley Riverside CA 3750 University Ave,bruce.hibma@morganstanley.com,,Salesforce
10859667,Inactive Investor,Brittany Dean,Managing Director,LPL Financial LLC Englewood CO 5299 DTC Blvd,brittany.dean@lpl.com,,Salesforce
10818060,Inactive Investor,Joseph Miller,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,dave.miller.bzre@statefarm.com,,Salesforce
10914082,Inactive Investor,Christopher Miller,Financial Solutions Advisor,Edward Jones Honolulu HI 1600 Kapiolani Blvd,,,Salesforce
10900832,Inactive Investor,Brennan Tobin,Assistant Vice President;Equity Sales,Wedbush Securities Inc. New York NY 142 W 57th St,brennan.tobin@wedbush.com,,Salesforce
10825669,Inactive Investor,Hynson Marvel,Senior Vice President,"Raymond James & Associates, Inc. Richmond VA 5706 Grove Ave",hynson.marvel@raymondjames.com,,Salesforce
73654,,Sam Winch,President,Winch Financial,samuel.winch@winchfinancial.com,920-739-8577,Manual List Upload
10647029,,Barbara De Jong,,,barbara.dejong@edwardjones.com,,List Import
11048032,Inactive Investor,Robert Russell,,"Concourse Financial Group Securities, Inc. Birmingham AL 2700 Hwy 280 S",robert.russell@concoursefinancial.com,,Salesforce
219860,,Ben Rutt,,[Unknown],jbr1650@icloud.com,,Direct
11187050,Inactive Investor,Scott Harper,,"B.B. Graham & Company, Inc.",,,Salesforce
10930458,Inactive Investor,Bruce Cantey,,LPL Financial LLC Quarryville PA 203 Commerce Dr,bruce.cantey@lpl.com,,Salesforce
9623526,,Joshua Edwards,,,joshedwardsassets@outlook.com,,List import
10992061,Inactive Investor,Jonathan Vogel,Financial Advisor,LPL Financial LLC Birmingham AL 200 Chase Park S,jonathan.vogel@lpl.com,,Salesforce
10909484,Inactive Investor,Angie PUGA ORTIZ,,PFS Investments Inc. Phoenix AZ 3101 N Central Ave,angie.puga@primerica.com,,Salesforce
10881096,Inactive Investor,Neal Richards,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,neal.richards@fmr.com,,Salesforce
11025566,Inactive Investor,Jingke Shao,,Jefferies LLC,jshao@jefferies.com,,Salesforce
10758650,Inactive Investor,Jeffrey Duncan,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",jeffreyduncan@financialguide.com,,Salesforce
11089229,Inactive Investor,Kevin Truax,Financial Advisor,LPL Financial LLC Parkersburg IA 240 3rd St,,,Salesforce
11210096,Inactive Investor,Craig Kennedy,Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",craig.kennedy@nm.com,,Salesforce
11060377,Inactive Investor,Leona Hoag,,LPL Financial LLC Norwich NY 52 S Broad St,leona.revoir@lpl.com,,Salesforce
11208226,Inactive Investor,Ildefonso Casarez,,"Raymond James Financial Services, Inc. Mcallen TX 7906 N 10th St",ildefonso.casarez@raymondjames.com,,Salesforce
11230670,Inactive Investor,Eric Nompleggi,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",eric.nompleggi@ampf.com,,Salesforce
11092755,Inactive Investor,Nicholas Weix,Financial Advisor,"Principal Securities, Inc. Oconomowoc WI 1815 Executive Dr",weix.nicholas@principal.com,,Salesforce
10966551,Inactive Investor,Jessica Mendez-Pearsoll,,Vanguard Marketing Corporation,jessica_mendez-pearsoll@vanguard.com,,Salesforce
10944494,Inactive Investor,David Walsvick,Owner,Walsvick Wealth Management,,,Salesforce
9625651,,Pl KK,,,k265046@gmail.com,,List import
11181430,Inactive Investor,Maria Kuiper,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",kuiperm@stifel.com,,Salesforce
11063337,Inactive Investor,Bryan Willis,,LPL Financial LLC,bryan.willis@lpl.com,,Salesforce
11018431,Inactive Investor,Ryan Watermiller,Wealth Advisor,"Basepoint Wealth, LLC",ryan.watermiller@basepointwealth.com,,Salesforce
11103364,Inactive Investor,Cole Winbauer,,Cetera Advisor Networks LLC Mandan ND 4431 Memorial Hwy,,,Salesforce
9541927,,Intiyaj Ansari,,,mdaashik5372@gmail.com,,List import
10656107,,Richard Holmberg,,,rich@libertyassetmgt.com,,List import
10776121,Inactive Investor,David Eisen,Institutional Consulting Director;Senior Vice President,Morgan Stanley Conshohocken PA 100 Front St,david.eisen@msgraystone.com,,Salesforce
246297,,Not Provided,General Counsel,ProsClub Inc.,woll.robert@gmail.com,,Manual List Upload
9587594,,naiping ye,,,122451000@qq.com,,List import
11036871,Inactive Investor,Martin Cruz,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,martin.cruz@primerica.com,,Salesforce
9593994,,Jim Kennedy,,,jkennedy@engineeredhere.com,,List import
9540452,,Kelton Corcoran,,,kelton.corcoran@advicentsolutions.com,,List Import
11030620,Inactive Investor,Stacey Snow,Chief Compliance Officer,"Prism Advisors, Inc.",,,Salesforce
11094415,Inactive Investor,Steven Mckeogh,,J.P. Morgan Securities LLC Rochester MI 75 N Adams Rd,,,Salesforce
11122457,Inactive Investor,Yupeng Tong,,Jefferies LLC,ytong@jefferies.com,,Salesforce
10811795,Inactive Investor,Dean McCall,Corporate Retirement Director;Financial Advisor;First Vice President,Morgan Stanley Duluth MN 11 E Superior St,dean.mccall@morganstanley.com,,Salesforce
10773287,Inactive Investor,Mark Crowl,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",mark.crowl@raymondjames.com,,Salesforce
235645,, -,,[[Unknown]],nikoslk@yahoo.com,,Paid Search
10798891,Inactive Investor,Samanta Billauer,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",billauers@stifel.com,,Salesforce
10440554,,Jack Dille,,,jackdille@gmail.com,,Web Form Fillout
9560187,,Ferda Nia,,,bonieferdania@gmail.com,,List import
10944854,Inactive Investor,Rhonda Winter,,"First Citizens Investor Services, Inc. Greenville SC 325 W McBee Ave",rhonda.winter@firstcitizens.com,,Salesforce
11089171,Inactive Investor,Ron Herring,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Napa CA 703 Trancas St,ron.herring@ubs.com,,Salesforce
11159939,Inactive Investor,Quincy Baynes,Founder;Owner;Retirement Income Specialist,Baynes Financial LLC,,,Salesforce
11097949,Inactive Investor,Dean Smith,Chief Strategist;Portfolio Manager,"FolioBeyond, LLC",dsmith@foliobeyond.com,,Salesforce
11003422,Inactive Investor,Ezmariyah Aschik,,J.P. Morgan Securities LLC Round Lake IL 2100 N IL Rte 83,ezmariyah.aschik@jpmorgan.com,,Salesforce
9612696,,Ronee Greazel,,,rgreazel@greatlakesadvisors.com,,List import
374614,,Stewart Mama,,,,3213032171,Salesforce
347110,,Kevin Jones,Principal,Harmonic Investment Advisors,kevin@harmonicadvisors.com,208-921-8059,Manual List Upload
11084965,Inactive Investor,Howard Rowen,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,howard.rowen@jpmorgan.com,,Salesforce
11211930,Inactive Investor,Evan Wardner,Financial Advisor,LPL Financial LLC Orchard Park NY 4063 N Buffalo St,evan.s.wardner@lpl.com,,Salesforce
353294,,John DeMeester,,Revocable Trust of Lois Elaine DeMeester,jrdemeester@outlook.com,,
9550675,,patrick kenny,,,inzaro@hotmail.com,,List import
10817517,Inactive Investor,Randall Woolley,Private Wealth Advisor,"Ameriprise Financial Services, LLC Delray Beach FL 241 NE 4th St",randall.g.woolley@ampf.com,,Salesforce
10761909,Inactive Investor,Kristina Van Liew,Director - Alternative Investments;Institutional Consulting Director;Investing with Impact Director;Managing Director,Morgan Stanley Chicago IL 227 W Monroe St,kristina.vanliew@morganstanley.com,,Salesforce
11171075,Inactive Investor,Fabian Sierra,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
9577361,,Blake Rawson,,,blake.rawson@lpl.com,,List import
10870282,Inactive Investor,Justin Miller,,"Raymond James Financial Services, Inc. Saint Charles MO 60 Hill Pointe Ct",justin.w.miller@raymondjames.com,,Salesforce
10851437,Inactive Investor,Thomas Drucis,,Cetera Advisors LLC Bridgeville PA 602 Baldwin St,tom.drucis@ceteraadvisors.com,,Salesforce
10782578,Inactive Investor,James Hebets,,"Kestra Investment Services, LLC Phoenix AZ 2575 E Camelback Rd",jhebets@nfp.com,,Salesforce
10776249,Inactive Investor,Stuart White,Assistant Vice President;Private Banker,"Wells Fargo Clearing Services, LLC Roseville CA 4001 Woodcreek Oaks Blvd",stuart.white@wellsfargoadvisors.com,,Salesforce
10790325,Inactive Investor,Albert Blakes,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",al.blakes@rbc.com,,Salesforce
10922360,Inactive Investor,Briana Powell,Investment Advisor;Team Leader,Fisher Investments,,,Salesforce
9636835,,Kenneth Heck,,,kheck@heckcapital.com,,List import
11222558,,Sandy Bayne,,,sbayne@firstrepublic.com,,List Import
11081351,Inactive Investor,Nathan Walsh,,"International Assets Advisory, LLC",,,Salesforce
10771006,Inactive Investor,Jeromy Mouw,Financial Advisor,Edward Jones Cannon Falls MN 404 Mill St W,jeromy.mouw@edwardjones.com,,Salesforce
10760152,Inactive Investor,Michael Sears,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Panama City FL 1022 W 23rd St",michael_sears@ml.com,,Salesforce
10795355,Inactive Investor,Thomas Allers,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",thomas.allers@ml.com,,Salesforce
11197816,Inactive Investor,Evan Brooks,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",evan.brooks@raymondjames.com,,Salesforce
10790875,Inactive Investor,Maressia Twele,Chief Financial Officer;Co-Founder;Principal,"Twele Capital Management, Inc. Minnetonka MN 5601 Smetana Dr",maressia@twelecapital.com,,Salesforce
233231,, -,,[[Unknown]],kylie@lotusaccountants.com.au,,Other
124486,,Adam Glassberg,Financial Advisor,Savant Wealth Management,aglassberg@savantcapital.com,(630) 271-0033,
10839659,Inactive Investor,Patrick Lundy,Branch Manager;Senior Vice President,"The Oak Ridge Financial Services Group, Inc. Saint Paul MN 539 Bielenberg Dr",plundy@oakridgefinancial.com,,Salesforce
10464016,,Kirk Boylston,,,kirkboylston@gmail.com,,Web Form Fillout
11172494,Inactive Investor,Lewis Justin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lewis_justin@vanguard.com,,Salesforce
11210627,Inactive Investor,Brian White,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",brian.m.white@nm.com,,Salesforce
10942161,Inactive Investor,Justin Terrell,Relationship Manager,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",terrell.justin@principal.com,,Salesforce
11005435,Inactive Investor,Leon Curtis,,"Farmers Financial Solutions, LLC Sonora CA 149 S Shepherd St",lcurtis1@farmersagent.com,,Salesforce
10814195,Inactive Investor,William McLeer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",william.j.mcleer@ampf.com,,Salesforce
9577481,,Frank Acosta,,,frank.acosta@ihtwm.com,,List import
10927904,Inactive Investor,Melanie Mitchell,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10880950,Inactive Investor,John Vigliotti,,"The Leaders Group, Inc.",,,Salesforce
10852465,Inactive Investor,Stephen Laine,,"Principal Securities, Inc. Fort Collins CO 4823 Kitchell Way",,,Salesforce
9634406,,Ryan Cunningham,,,ryan.cunningham@rvkuhns.com,,List import
10818533,Inactive Investor,Bruce Brittingham,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",bruce.brittingham@ml.com,,Salesforce
227893,,Danna -,Financial Advisor,Wells Fargo Advisors,danna.schmidt@wellsfargoadvisors.com,,Advertising
10960814,Inactive Investor,Richard Marek,Financial Advisor,Lincoln Investment Rancho Mirage CA Private Residence,rmarek@lincolninvestment.com,,Salesforce
9570701,,Timothy Dougherty,,,tdougherty@massmutual.com,,List import
10487689,,Trey Talley,Portfolio Manager,"Fluent Financial, LLC",trey@fluentfinancial.com,,List Import
11064616,Inactive Investor,Elizabeth Groves,,"FBL Marketing Services, LLC Angola IN 1801 N Wayne St",elizabeth.groves@fblfinancial.com,,Salesforce
11209990,Inactive Investor,Charissa Ballesteros,,Edward Jones Green Valley AZ 241 W Esperanza Blvd,charissa.ballesteros@edwardjones.com,,Salesforce
10922183,Inactive Investor,Anthony Park,Chief Compliance Officer;Managing Member,"Panoptic Global Wealth Management, LLC San Tan Valley AZ Private Residence",,,Salesforce
10771609,Inactive Investor,Christine Droney,First Vice President;Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",christine.droney@ml.com,,Salesforce
10775390,Inactive Investor,Victor Joseph,Financial Advisor;Portfolio Manager,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",victor.joseph@wellsfargoadvisors.com,,Salesforce
345829,,Mark Fissel,Partner,"Beacon Hill Investment Advisory, Llc",m.fissel@bhadvisory.com,614-469-4685,Manual List Upload
346937,,Dan Campbell,Partner,"Msouth Equity Partners, Llc",dcampbell@msouth.com,404-816-3255,Manual List Upload
10765742,Inactive Investor,Joseph Foley,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,joseph.foley@fmr.com,,Salesforce
11073134,Inactive Investor,Donald Hagan,Chief Investment Strategist;Co-Founder;Financial Analyst;Managing Member;Partner;Regulatory Contact,Day Hagan Asset Management,don.hagan@dayhagan.com,,Salesforce
9551996,,Aaron Velazquez,,,aavm.docs@gmail.com,,List import
9616281,,Jeffrey Hanner,,,nineetherian@gmail.com,,List import
9585639,,Bruce Branstine,,,brucebranstine@att.net,,List import
10923420,Inactive Investor,Robert Anderson,,The Huntington Investment Company East Palestine OH 187 N Market St,robert.anderson@huntington.com,,Salesforce
10833760,Inactive Investor,Alan Margolies,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",alan.margolies@equitable.com,,Salesforce
11191688,Inactive Investor,Richard McNaught,Financial Professional,"Pruco Securities, LLC. Garden City KS 811 N Main St",richard.mcnaught@prudential.com,,Salesforce
11096480,Inactive Investor,Stephen Arnold,Chief Executive Officer,Brookstone Capital Management LLC Henderson NV 10120 S Eastern Ave,,,Salesforce
116,,,,,whetherly7983@126.com,,
11079361,Inactive Investor,Corey Benson,,"Farmers Financial Solutions, LLC Salem OR 1495 Commercial St NE",,,Salesforce
123359,,Charles Ryan,"Partner, Portfolio Manager","Evercore Wealth Management, Llc",ryan@evercore.com, +1 212 822 7624,Manual List Upload
11134862,Inactive Investor,Adam Letheby,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",adam.letheby@rbc.com,,Salesforce
10784736,Inactive Investor,Paul Graham,,Fidelity Brokerage Services LLC,,,Salesforce
10946608,Inactive Investor,Andrew Wagner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10406133,,Lee Young,,,gt505050@gmail.com,,Web Form Fillout
11004725,Inactive Investor,Carson Whiteman,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",carson.whiteman@ml.com,,Salesforce
201324,,Ethan Packard,,[Unknown],ethanpackard@gmail.com,,Content
74972,,James Stewart,,n/a,james.w.stewart@mac.com,717-982-5527,
11158486,Inactive Investor,Vincent O'Reilly,Relationship Banker,"Wells Fargo Clearing Services, LLC Hampton VA 104 Market Place Dr",,,Salesforce
9587929,,Rett Dean,,,rett@riverchasewealth.com,,List import
1003319,Inactive Investor,Lane Rettig,,Crypto NYC,lanerettig@gmail.com,,3rd Party Lead Gen
11200894,Inactive Investor,Michael Oana,,Cetera Advisor Networks LLC Columbia SC 4408 Forest Dr,,,Salesforce
9588795,,William Leitch,,,william.leitch@clpwm.com,,List import
1002640,Inactive Investor,Joe Zappia,Portfolio Manager,LVW Advisors,jzappia@lvwadvisors.com,(585) 267-4951,
10981299,Inactive Investor,Larry Shetler,Director;Wealth Advisor,"Sequoia Financial Group, L.L.C.",lshetler@sequoia-financial.com,,Salesforce
9557965,,Alexis Tabak,,,alexis.m.tabak@gmail.com,,List import
204515,,William Gibbons,,[Unknown],lacubratsy@gmail.com,,source
10903721,Inactive Investor,Tyann Boling Hollis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",tyann.hollis@ml.com,,Salesforce
10785071,Inactive Investor,Ivelisse Rivas,,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",ivelisse.sanchez@wellsfargoadvisors.com,,Salesforce
11107579,Inactive Investor,Gurpreet Kaur-Singh,Senior National Sales Director,PFS Investments Inc. Valley Stream NY 71 S Central Ave,gurpreet.kaursingh@primerica.com,,Salesforce
9630425,,Andre Fauth,,,andrehfauth@gmail.com,,List import
10873004,Inactive Investor,Ellis Barksdale,Regional Leader,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,ellis.barksdale@primerica.com,,Salesforce
11018867,Inactive Investor,Alan Lafevers,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,ajlafevers@ft.newyorklife.com,,Salesforce
10810625,Inactive Investor,Joseph Sreshta,Partner;Wealth Management Advisor,"Bleakley Financial Group, LLC Houston TX 5718 Westheimer Rd",joseph.sreshta@bleakley.com,,Salesforce
10925897,Inactive Investor,Tara Leeth,,Fidelity Brokerage Services LLC,,,Salesforce
10786004,Inactive Investor,Daniel Betts,Financial Advisor,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,daniel.e.betts@morganstanley.com,,Salesforce
10967634,Inactive Investor,Wallace Dos Santos,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9595652,,Michael Ticse,,,mticse@gmail.com,,List import
10820802,Inactive Investor,Richard Lewis,,NYLIFE Securities LLC Modesto CA 1016 12th St,ralewis@ft.newyorklife.com,,Salesforce
10781550,Inactive Investor,Clay Palmer,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated The Villages FL 1100 Canal St",clay_palmer@ml.com,,Salesforce
11231956,Inactive Investor,Charlotte Ridgway,,Fidelity Brokerage Services LLC,,,Salesforce
9561908,,Joe Iuliano,,,jiuliano2@gmail.com,,List import
9588486,,Enrique Lara,,,jelarat@gmail.com,,List import
10816152,Inactive Investor,Joseph Lucia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,joseph.lucia@fmr.com,,Salesforce
11136160,Inactive Investor,Robert Frost,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",robert.frost@schwab.com,,Salesforce
141790,,Robert Strait,,Robert Strait Sole Proprietor,rcdae5@gmail.com,469-209-9591,
10926584,Inactive Investor,Kyle Krutis,,Goldman Sachs & Co.,,,Salesforce
11102422,Inactive Investor,Karen Schotter,Financial Advisor,Edward Jones Santa Fe NM 810 Calle Mejia,karen.schotter@edwardjones.com,,Salesforce
10968504,Inactive Investor,Garland Mayerlen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9607665,,Steven Scribner,,,stevscrib@yahoo.com,,List import
10844534,Inactive Investor,Thomas Kanaley,,NYLIFE Securities LLC San Francisco CA 425 Market St,tkanaley@ft.newyorklife.com,,Salesforce
11052716,Inactive Investor,Max Haspel,Co-President;Senior Wealth Advisor,"The Colony Group, LLC Babylon NY 133 E Main St",mhaspel@thecolonygroup.com,,Salesforce
350413,, -,,[[Unknown]],naughton@insightbb.com,,Initial Salesforce Import
10880257,Inactive Investor,Douglas Mayo,,"CUSO Financial Services, L.P. Austin TX 8303 N Mopac Expy",,,Salesforce
10758057,Inactive Investor,Rosanna Tokar,Senior Client Associate,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",rosanna.tokar@wfa.com,,Salesforce
10993489,Inactive Investor,Tonya Cybuski,,NYLIFE Securities LLC Arlington TX 700 Highlander Blvd,tcybuski@ft.newyorklife.com,,Salesforce
11148728,Inactive Investor,Bryan Davis,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",bryan.davis@tiaa.org,,Salesforce
9623996,,Chris Vandermuellen,,,cvandermuellen@gmail.com,,List import
11073274,Inactive Investor,Darryl Rae,Manager - Investment Advisory,"Aspiriant, LLC Mountain View CA 2570 W El Camino Real",,,Salesforce
9623562,,Ozem Jones,,,ozem137@gmail.com,,List import
10992560,Inactive Investor,Kevin Christmon,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,kchristmon@primerica.com,,Salesforce
198532,,Keith Bailey,,investor,leak@comcast.net,6155875596,
11108772,Inactive Investor,Eric Hall,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,eahall@ft.newyorklife.com,,Salesforce
349848,,Sunwook Jin,Managing Director,Redwood Financial Network,sjin@redwoodfn.com,440-287-5020,Manual List Upload
10936619,Inactive Investor,Alissa Howard,,"RBC Capital Markets, LLC Boston MA 225 Franklin St",,,Salesforce
10896962,Inactive Investor,Jason Carter,Financial Consultant,Thrivent Investment Management Inc. Valparaiso IN 57 Franklin St,jason.carter@thrivent.com,,Salesforce
10979483,Inactive Investor,Dylan Brooks,Wealth Advisor,"Beacon Pointe Advisors, LLC",dbrooks@beaconpointe.com,,Salesforce
9556106,,Asep Sutisna,,,asepsutisna21@gmail.com,,List import
11181611,Inactive Investor,Carl Vincent,,State Farm VP Management Corp. Sulphur LA 815 S Huntington St,carl.vincent.b28l@statefarm.com,,Salesforce
170210,,Kevin Muir,,[Unknown],kevin.muir@icloud.com,416 907 2065,
11186988,Inactive Investor,Morgan Soukup,,J.P. Morgan Securities LLC Phoenix AZ 4401 E Camelback Rd,morgan.soukup@jpmorgan.com,,Salesforce
9566314,,Russell Cullivan,,,russ.cullivan@voya.com,,List import
10970960,Inactive Investor,Roger Bell,,PFS Investments Inc. Tinley Park IL 7851 185th St,,,Salesforce
11085497,Inactive Investor,David Sanderson,,The O.N. Equity Sales Company Abernathy TX Private Residence,,,Salesforce
11149488,Inactive Investor,Brian Fortune,,"Cambridge Investment Research, Inc. Asheville NC 9 Elk Mountain Rd",bfortune@cambridgesecure.com,,Salesforce
10870960,Inactive Investor,Walter Hails,,Sigma Financial Corporation,,,Salesforce
10769521,Inactive Investor,Robert Priolo,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,robert.priolo@morganstanley.com,,Salesforce
11207797,Inactive Investor,Andrew Altice,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11099231,Inactive Investor,Matthew Arnold,Executive Director;Market Director,J.P. Morgan Securities LLC Philadelphia PA 1636 Walnut St,,,Salesforce
11166193,Inactive Investor,Timothy Leslie,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",timothy.leslie@nm.com,,Salesforce
11237086,Inactive Investor,Breene Murphy,President,"Carbon Collective Investing, LLC Laguna Beach CA Private Residence",breene@carboncollective.co,,Salesforce
340374,,Naishadh Patel,,"Integrity Investment Advisors, Llc",nash@integritypartnersinc.com,217-722-160,Manual List Upload
11155095,Inactive Investor,Cynthia Schafer,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,cschafer@brileywealth.com,,Salesforce
11020462,Inactive Investor,Bethani Leger,,J.P. Morgan Securities LLC Opelousas LA 1737 S Union St,bethani.a.leger@chase.com,,Salesforce
144249,,Tait Lane,,[Unknown],tait@triad-fs.com,,source
9608311,,Brian Green,,,bnrgreen@aol.com,,List import
11192464,Inactive Investor,Barbara Woolhandler,Advisor,Robert W. Baird & Co. Incorporated Houston TX 4400 Post Oak Pkwy,bwoolhandler@rwbaird.com,,Salesforce
9579898,,James Siemonsma,,,jim.siemonsma@marinerwealthadvisors.com,,List import
9543867,,jeff davis,,,jeff.m.davis@ampf.com,,List import
10934686,Inactive Investor,Kyle Marks,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,kyle.marks@ncsecu.org,,Salesforce
9542820,,Joseph Ansah,,,ansah411@gmail.com,,List import
10851780,Inactive Investor,Emily Margolis,Senior Associate,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,emily.margolis@jpmorgan.com,,Salesforce
11221937,,Kathryn Chotiner,,,cchotiner@lcgassociates.com,,List Import
10976392,Inactive Investor,Daniel Nungesser,Regional Director,MWA Financial Services Inc. Newnan GA 2511 Hwy 34 E,daniel.nungesser.ii@mwarep.org,,Salesforce
10999112,Inactive Investor,Cullen Sheehan,,"Allstate Financial Services, LLC Altoona PA 411 S Logan Blvd",cullensheehan@allstate.com,,Salesforce
7400695,,Majid Molyani,,,majidmoliani2019@gmail.com,,Web form fillout
9593143,,Ivan Germanov,,,ivangermanov98@gmail.com,,List import
11239012,Inactive Investor,Ann Baines,,Laramide Resources. Ltd.,ann@laramide.com,,Salesforce
9634195,,Jana Langston,,,jana@newportcapitalptrs.com,,List import
10917087,Inactive Investor,Kenneth Attermann,Chief Compliance Officer;Managing Partner,Attermann Financial Planning LLC,,,Salesforce
10763007,Inactive Investor,Jeffrey Atkin,Chief Compliance Officer;Partner;President,Kunath Karren Rinne & Atkin LLC,,,Salesforce
197961,,Michael Rechan,,Michael Lauren Development LLC,mike@michaellauren.com,,
10875148,Inactive Investor,Michael Sexton,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",,,Salesforce
11005621,Inactive Investor,Amanda Charles,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
222535,,JP Pom,,[Unknown],jonathon.pomorski@gmail.com,,
10843976,Inactive Investor,Rodney Allen,,State Farm VP Management Corp. Hixson TN 8521 Hixson Pike,,,Salesforce
10987955,Inactive Investor,Christian Tulloch,,State Farm VP Management Corp. Pearland TX 5402 Broadway St,,,Salesforce
10952254,Inactive Investor,Tyler Peck,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10807105,Inactive Investor,Gary Carlson,,"Nations Financial Group, Inc. Urbandale IA Private Residence",gcarlson@nationsfg.com,,Salesforce
10657869,,Michael Marderosian,,,marderosian.michael@ntrs.com,,List Import
10793830,Inactive Investor,John Youngs,Chief Executive Officer;Chief Operations Officer;Partner,"Tiller Private Wealth, Inc. Orlando FL 1715 Oakmont Ln",,,Salesforce
248900,,Gregory Camargo,Contractor,Camargo Consulting,greg.scott.camargo@gmail.com,,Manual List Upload
4921,,Kyle Riester,,Individual Accredited,kriester802@gmail.com,8023106376,Organic Search
10603767,,Joseph Colleran,"Chief Executive Officer, President","Valley Financial Management, Inc.",joseph.colleran@leumiusa.com,,List Import
7061790,,voleak phorn,,ok,wapehin856@gpipes.com,,Web Form Fillout
8895181,,Joseph David,,,jldavis@livingcapital.com,,Web Form Fillout
10992846,Inactive Investor,Kenyuatta Overstreet,,J.P. Morgan Securities LLC Palos Heights IL 12657 S Ridgeland Ave,kenyuatta.overstreet@jpmorgan.com,,Salesforce
9584560,,Kimberly Wilder,,,kimberly.wilder@valic.com,,List import
10745641,,John Griffin,,,jbgbiscuit@gmail.com,,Web Form Fillout
10907661,Inactive Investor,William Illg,Regional Vice President,PFS Investments Inc. Dawsonville GA 32 Jack Heard Dr,william.illg@primerica.com,,Salesforce
11065228,Inactive Investor,John Houchin,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",john.houchin@raymondjames.com,,Salesforce
10963284,Inactive Investor,Rudy III,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
9610847,,Xavier Felipe,,,netadvisor1@yahoo.com,,List import
10914497,Inactive Investor,Yusef Carrillo,,"Securian Financial Services, Inc.",,,Salesforce
10799169,Inactive Investor,Steven Palmer,Financial Advisor;Founder;Partner;President;Regulatory Contact,"Atwood & Palmer, Inc.",spalmer@atwoodpalmer.com,,Salesforce
10893871,Inactive Investor,Daniel Duckett,,Fidelity Brokerage Services LLC Houston TX 6560 Fannin St,daniel.duckett@fidelity.com,,Salesforce
179467,,Maria Mauceri,Vice President and Actuary,[Unknown],mariamauceri@newyorklife.com, +1 212 576 7000,Database Upload
11091696,Inactive Investor,Kevin Tisuthiwongse,,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,kevin.tisuthiwongse@chase.com,,Salesforce
10922647,Inactive Investor,Kara Guse,,Goldman Sachs & Co.,,,Salesforce
10814785,Inactive Investor,Robert Saracco,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",robert_a_saracco@ml.com,,Salesforce
10606604,,Colleen Jones,"Partner, Portfolio Manager",Klingenstein Fields Advisors,colleen.jones@klingenstein.com,212-492-7000,List Import
11203491,Inactive Investor,Thomas Self,Associate,Thrivent Investment Management Inc. Saint Louis MO 12300 Old Tesson Rd,tommy.self@thrivent.com,,Salesforce
11093152,Inactive Investor,Reid Wight,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,reid.wight@ubs.com,,Salesforce
10979050,Inactive Investor,Chase Ferderer,,Comprehensive Wealth Management,chasef@cwmnw.com,,Salesforce
10889219,Inactive Investor,Senan Daniel,,J.P. Morgan Securities LLC San Jose CA 1866 Camden Ave,senan.s.daniel@chase.com,,Salesforce
10778522,Inactive Investor,Shelley Chidley,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seal Beach CA 2399 Seal Beach Blvd",shelley.chidley@schwab.com,,Salesforce
10848762,Inactive Investor,Margaret Ashooh,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",margaret.ashooh@ml.com,,Salesforce
5173163,,Sean Coutts,,Alexandria Development Group,smcoutts@gmail.com,3058904600,Web Form Fillout
11184814,Inactive Investor,Kevin Moravek,Investment Advisor,October Effect Ltd.,,,Salesforce
10757475,Inactive Investor,Larry Plaxe,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",lawrence.plaxe@wellsfargoadvisors.com,,Salesforce
339425,,Conrad Depinto,,None,cdepinto3@optimum.net,6312755988,
9598273,,Eleanor Wehlen,,,eleanorwehlen@coburnbarrett.com,,List import
102134,,Julian Leadbeater,Managing Director,Rockingham Capital,jules@rockingham.london,,
11012198,Inactive Investor,James Frame,Financial Consultant,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",james.frame@equitable.com,,Salesforce
10929297,Inactive Investor,Jacob Domsky,,"Northwestern Mutual Investment Services, LLC Chicago IL 1327 W Washington Blvd",jake.domsky@nm.com,,Salesforce
11095709,Inactive Investor,Shannon Makuakane,Chief Compliance Officer;Member;Vice President - Operations,"Bridge City Capital, LLC",makuakane@bridgecitycap.com,,Salesforce
10619955,,John Ward,,,jward@firstambank.com,,List Import
11206933,Inactive Investor,Conner Spaeth,,LPL Financial LLC Defiance OH 601 Clinton St,conner.spaeth@lpl.com,,Salesforce
11036820,Inactive Investor,Sharon Letalon,,Innovation Partners LLC,sletalon@innovationpartnersllc.com,,Salesforce
10919844,Inactive Investor,Christopher Lehman,,Country Capital Management Company Bemidji MN 1403 Bemidji Ave N,chris.lehman@countryfinancial.com,,Salesforce
370789,,Rob Braunack,,Australia,r.braunack@cultiogroup.com,,Event
7144312,,Tina Has,,,gf0562041@gmail.com,,Web Form Fillout
11207478,Inactive Investor,Daniel Soto,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1500 American Blvd",,,Salesforce
8555880,,Memet Yıldırım,,,memetdarica@gmail.com,,Web form fillout
10858666,Inactive Investor,James Wisdom,Investment Advisor,"Harvest Investment Services, LLC Westlake Village CA 4607 Lakeview Canyon Rd",jwisdom@harvestinvestmentservices.com,,Salesforce
11167621,Inactive Investor,Matthew Boudreaux,,"Lion Street Financial, LLC Waco TX 400 Austin Ave",mboudreaux@lionstreet.com,,Salesforce
10935323,Inactive Investor,James Jones,,"Sovran Advisors, LLC",spencer.jones@sovranpartners.com,,Salesforce
10489473,,Michael Fontenot,"Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mike.fontenot@ml.com,940-297-6964,List Import
9565409,,Richard Stang,,,rich@peakiateam.com,,List import
11170331,Inactive Investor,Elias Beniga,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",elias_beniga@ml.com,,Salesforce
10869975,Inactive Investor,Joseph Feig,,NYLIFE Securities LLC Beachwood OH Private Residence,jfeig@ft.newyorklife.com,,Salesforce
11047995,Inactive Investor,Paul Kanarek,,"Pruco Securities, LLC. Brooklyn NY 33 35th St",paul.kanarek@prudential.com,,Salesforce
10933178,Inactive Investor,Mikhail Potapov,Chief Compliance Officer;Managing Member;Principal,"Burl Investment Management, LLC",,,Salesforce
11047715,Inactive Investor,Ai Ling Toh,,"Transamerica Financial Advisors, Inc Norcross GA 3169 Holcomb Bridge Rd",,,Salesforce
10976519,Inactive Investor,Jordan Arnold,Lead Advisor,"Instrumental Wealth, LLC",jordan.arnold@instrumentalwealth.com,,Salesforce
9592146,,Brittany Gaydosh,,,brittanygaydosh55@gmail.com,,List import
11183440,Inactive Investor,Timothy Custer,,State Farm VP Management Corp. Broken Arrow OK 2311 N 9th St,,,Salesforce
11191753,Inactive Investor,Shannon Davis,,"Cambridge Investment Research, Inc. Hinckley OH 223 Walden Ridge Dr",,,Salesforce
9585625,,Resham Bk,,,reshamcseer521@gmail.com,,List import
11158202,Inactive Investor,Mae Ian Morley,,PFS Investments Inc. Brea CA 2923 Saturn St,,,Salesforce
11152386,Inactive Investor,Christopher Bolig,Senior Financial Advisor;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",christopher.bolig@ml.com,,Salesforce
11073433,Inactive Investor,Robert Bohner,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Kirkland WA 4000 Carillon Pt,robert.a.bohner@morganstanley.com,,Salesforce
10835752,Inactive Investor,Cale Van Buren,Client Advisor;Senior Vice President,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,cvanburen@rockco.com,,Salesforce
10811701,Inactive Investor,Garrett Hadley,Financial Advisor,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,garrett.hadley@morganstanley.com,,Salesforce
11112774,Inactive Investor,Kenneth Swift,Relationship Manager,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",kenny.swift@schwab.com,,Salesforce
10832953,Inactive Investor,John Herman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Galesburg IL 1181 N Henderson St",john.herman@stifel.com,,Salesforce
9551972,,Carl Maynard,,,carlitosmaynard@gmail.com,,List import
11007642,Inactive Investor,Allen Keller,,"Hornor, Townsend & Kent, LLC",akeller@htk.com,,Salesforce
11204205,Inactive Investor,Austin Stumbo,,"Northwestern Mutual Investment Services, LLC Ankeny IA 1810 SW Plaza Shops Ln",austin.stumbo@nm.com,,Salesforce
10864769,Inactive Investor,Skylar Fain,,Fidelity Brokerage Services LLC,,,Salesforce
10910810,Inactive Investor,Brian McDonald,,"Osaic Wealth, Inc. Encinitas CA 713 Dewitt Ave",,,Salesforce
1002899,Inactive Investor,Sang Nguyen,,AltoIRA,help@altoira.com,,
9600295,,Traci Grogan,,,tgrogan@investstrategic.com,,List import
11171022,Inactive Investor,Tanmika Hysmith,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD Private Residence",tanmika.hysmith@ml.com,,Salesforce
194081,,Abelardo Curdumi,"Co-Founder, Managing Member, Partner","5th Street Advisors, LLC",acurdumi@5thstreetadvisors.com,203-327-1212,
9586363,,Ross Friend,,,rfriend@financialguide.com,,List import
217860,,Ali Ahmed,,[Unknown],aliahmed61296@gmail.com,,source
11171190,Inactive Investor,Mitchell Corley,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",mitchell.corley@bankerslife.com,,Salesforce
11060814,Inactive Investor,John Shankland,,"Osaic Wealth, Inc. Chicago IL Private Residence",,,Salesforce
10813449,Inactive Investor,Angela Marlett,,State Farm VP Management Corp. Laurens SC 311 Hillcrest Dr,angela.marlett.hqab@statefarm.com,,Salesforce
11018531,Inactive Investor,Andrew Taylor,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Greensboro NC 101 Centreport Dr",ataylor@kingsview.com,,Salesforce
11113114,Inactive Investor,Beckham Wyrick,,"Cambridge Investment Research, Inc. Cincinnati OH 9545 Kenwood Rd",,,Salesforce
10841292,Inactive Investor,Joshua Crane,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",josh.crane@truist.com,,Salesforce
9633873,,Doug Roach,,,dougroach8246@comcast.net,,List import
11173575,Inactive Investor,Sean Regnier,,Edward Jones Arvada CO 5990 Kipling St,,,Salesforce
10869474,Inactive Investor,Saleemah Ahamed,Chief Compliance Officer,Halyard Asset Management LLC West Harrison NY 707 Westchester Ave,sahamed@halyardmgmt.com,,Salesforce
338227,,John Hillin,Vice President & Treasurer,"Strategic Investment Advisors, Ltd.",john@hillinandcompany.com,573-334-8200,Manual List Upload
9415733,,Adam Wildavsky,,Tameware Roth LLC,adam@tameware.com,,List Import
9588133,,Jordan Siegal,,,jsiegal23@gmail.com,,List import
11045988,Inactive Investor,Ruben Montilla,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,rubenmunoz@primerica.com,,Salesforce
11060574,Inactive Investor,Kelsey Summers,Investment Advisor,Fisher Investments,,,Salesforce
10911747,Inactive Investor,David Vanduyn,Chief Compliance Officer;President,"Patriot Mullare Associates, Inc",,,Salesforce
9619111,,R. M. Saye,,,csaye@awhcapital.com,,List import
11067264,Inactive Investor,Sean Hogan,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,sean.hogan@fidelity.com,,Salesforce
9572733,,Anthony DePalo,,,adepalo@bamfunds.com,,List import
10919485,Inactive Investor,Tracee Sapp,,Cetera Advisor Networks LLC Atlanta GA 470 E Paces Ferry Rd NE,,,Salesforce
11168211,Inactive Investor,Irving Betesh,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,irving.betesh@ubs.com,,Salesforce
11168959,Inactive Investor,Dean Sibrizzi,,"Farmers Financial Solutions, LLC Marietta GA 620 Village Trce NE",dsibrizzi@farmersagent.com,,Salesforce
11071514,Inactive Investor,Kristen Wright,Business Service Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,kristen.wright@morganstanley.com,,Salesforce
10645950,,Gregory Farber,,,gregory.s.farber@jpmorgan.com,,List Import
11121010,Inactive Investor,Tina Ranjbar,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",tina.ranjbar@ml.com,,Salesforce
11145435,Inactive Investor,Mark Chaffe,Financial Advisor,Morgan Stanley Reading PA 1350 Broadcasting Rd,mark.chaffe@morganstanley.com,,Salesforce
11056217,Inactive Investor,David Huther,,LPL Financial LLC,david.huther@lpl.com,,Salesforce
10988560,Inactive Investor,Amanda White,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,,,Salesforce
9581657,,John Barton,,,johnbartoncarton@gmail.com,,List import
10578435,,Jeffrey Craig,,,jeffbcraig@yahoo.com,,Web Form Fillout
10953112,Inactive Investor,Brock Mcneff,Financial Advisor,LPL Financial LLC Mission Viejo CA 26440 La Alameda,brock.mcneff@lpl.com,,Salesforce
10945953,Inactive Investor,Gavin Gilpin,,"Avantax Investment Services, Inc. Fort Wayne IN 10347 Dawsons Creek Blvd",,,Salesforce
10901943,Inactive Investor,David Leibowitz,,LPL Financial LLC Short Hills NJ 758 Morris Tpke,david.leibowitz@lpl.com,,Salesforce
10791745,Inactive Investor,Lisa Nekrich,Investment Associate,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",lisa.nekrich@rbc.com,,Salesforce
11122671,Inactive Investor,Robert Ernst,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",robert.ernst@bofa.com,,Salesforce
11171238,Inactive Investor,Larry Watts,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,larry.watts@primerica.com,,Salesforce
11047987,Inactive Investor,Curt Curtis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",curt.curtis@ml.com,,Salesforce
11012165,Inactive Investor,Tyler Pugh,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",tyler.pugh@nm.com,,Salesforce
10929493,Inactive Investor,Elizabeth Jessen,,PFS Investments Inc. Belton TX 204 N East St,elizabeth.jessen@primerica.com,,Salesforce
11028932,Inactive Investor,John Woodworth,,J.P. Morgan Securities LLC Bellingham WA 4279 Meridian St,,,Salesforce
10952783,Inactive Investor,Candice Lozier,,"David Lerner Associates, Inc.",candice.bethel@davidlerner.com,,Salesforce
10762274,Inactive Investor,Kelii Kiakona,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",kelii.kiakona1@wellsfargoadvisors.com,,Salesforce
9594558,,Maria Condon,,,maria.condon@stewardpartners.com,,List import
9608212,,Stephen Page,,,stevejamespage@gmail.com,,List import
10982603,Inactive Investor,Andrew Rutner,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",arutner@financialguide.com,,Salesforce
10883570,Inactive Investor,Bobby Whaley,Financial Advisor,Edward Jones Macon GA 5233 Riverside Dr,bobby.whaley@edwardjones.com,,Salesforce
9610946,,John Lagoudis,,,jlagoudis@aegeanmortgage.com,,List import
9546043,,Stephen Fung,,,steve@saratogarim.com,,List import
11135248,Inactive Investor,Timothy Haarsma,,Country Capital Management Company McMinnville OR 616 NE Baker St,timothy.haarsma@countryfinancial.com,,Salesforce
10820500,Inactive Investor,Stephen Dygos,Founding Principal;Managing Member,Schwarz Dygos Wheeler Investment Advisors LLC,dygos@sdwia.com,,Salesforce
10779212,Inactive Investor,Paul Gasparro,,J.P. Morgan Securities LLC New York NY 277 Park Ave,paul.gasparro@jpmorgan.com,,Salesforce
11140977,Inactive Investor,James Tromp,,Cetera Financial Specialists LLC Manhattan IL 110 Market Pl,james.tromp@ceterafs.com,,Salesforce
10928974,Inactive Investor,Zachary Levin,,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,zack.levin@morganstanley.com,,Salesforce
10945295,Inactive Investor,Jennifer Charmley,,Vanguard Marketing Corporation,jennifer_charmley@vanguard.com,,Salesforce
11073309,Inactive Investor,Timothy Rodgers,Managing Partner,49 Financial,tim.rodgers@49financial.com,,Salesforce
1843133,,Phyllis Willmon,,,pwillmon63@gmail.com,,
160846,,Mike Langston,,[Unknown],mikelangston@me.com,,
10910306,Inactive Investor,Charles Krahmer,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Marshfield MA 20 Congress St",,,Salesforce
10784211,Inactive Investor,Trevor Fried,Director - Senior Portfolio Management;Managing Director - Wealth Management;Wealth Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,trevor.fried@morganstanley.com,,Salesforce
11001930,Inactive Investor,Nina Rosenberg,,"Stifel, Nicolaus & Company, Incorporated",rosenbergn@stifel.com,,Salesforce
10863811,Inactive Investor,Brian Payne,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11232188,Inactive Investor,Michael Papadoulis,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",michael.papadoulis@wellsfargoadvisors.com,,Salesforce
9564981,,Alan Coid,,,filglenac12@gmail.com,,List import
11233686,Inactive Investor,Anthony Olimpio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10751469,,Jariana James,,,jane.bynearchitects@yahoo.com,,Web Form Fillout
11153862,Inactive Investor,Elvyra Milliken,,J.P. Morgan Securities LLC Marietta GA 2989 Delk Rd SE,elvyra.d.milliken@jpmorgan.com,,Salesforce
220896,,Dev Namboodiri,,[Unknown],dev.namboodiri@gmail.com,,
10934165,Inactive Investor,Kevin Cansler,,State Farm VP Management Corp. Woodward OK 1309 13th St,kevincansler@statefarm.com,,Salesforce
11025908,Inactive Investor,Barbara Savin,,"Voya Financial Advisors, Inc. Melville NY 1 Huntington Quadrangle",barbara.savin@voya.com,,Salesforce
11079734,Inactive Investor,Jason Crenshaw,Financial Advisor,Edward Jones Ferris TX 520 N Central St,jason.crenshaw@edwardjones.com,,Salesforce
9548510,,Matthew Frost,"Associate Financial Planning Advisor, Chief Compliance Officer, Regulatory Contact","Astoria Strategic Wealth, Inc.",m.frost@astoriastrategicwealth.com,,List import
11102128,Inactive Investor,Christina Shaw,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,christina.morales@primerica.com,,Salesforce
10901662,Inactive Investor,Aaron Olalude,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10982373,Inactive Investor,Joshua Alaniz,,J.P. Morgan Securities LLC Streamwood IL 1011 Sutton Rd,joshua.alaniz@chase.com,,Salesforce
9548221,,Jason Egge,,,jason.egge@securitiesamerica.com,,List import
228755,, -,,[[Unknown]],sel1555louis@aol.com,,
10896614,Inactive Investor,Jason Jacobi,Registered Principal;Wealth Advisor,LPL Financial LLC Newport Beach CA 4063 Birch St,jason.jacobi@lpl.com,,Salesforce
11143388,Inactive Investor,Matthew Wels,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",matthew.wels@ml.com,,Salesforce
11031212,Inactive Investor,Jason Silitsky,,Cetera Investment Services LLC New York NY 1430 Broadway,jason.silitsky@ceterainvestors.com,,Salesforce
9616745,,Robert Young,,,ryoung@cgf.com,,List import
10968077,Inactive Investor,Bradley Witt,,"FBL Marketing Services, LLC Winterset IA 115 W Court Ave",bradley.witt@fbfs.com,,Salesforce
10760139,Inactive Investor,Alan Feld,,"Sanford C. Bernstein & Co., LLC",alan.feld@bernstein.com,,Salesforce
10696179,,Joshua Reiss,,LibreMax Capital,jreiss@libremax.com,,List Import
11179724,Inactive Investor,Tim Beithon,Financial Advisor,Edward Jones Tucson AZ 333 N Wilmot Rd,tim.beithon@edwardjones.com,,Salesforce
11197509,Inactive Investor,Joseph Keenan,Managing Member;Owner,Hillhurst Wealth Management LLC,jkeenan@hillhurstwealth.com,,Salesforce
10978435,Inactive Investor,Patrick Bauzon,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,patrick.bauzon@fmr.com,,Salesforce
10825827,Inactive Investor,Elizabeth Ferraro,Wealth Strategy Associate,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,elizabeth.ferraro@ubs.com,,Salesforce
10913881,Inactive Investor,Greg Greer,,"CreativeOne Securities, LLC Wichita KS 12021 E 13th St N",,,Salesforce
10925306,Inactive Investor,Stephen Gentile,Financial Advisor,LPL Financial LLC Waltham MA 51 Sawyer Rd,stephen.gentile@lpl.com,,Salesforce
9544430,,Alexis Coker,,,acoker@abghouston.com,,List import
10765389,Inactive Investor,Zachary Burkhart,Financial Advisor,Edward Jones Powhatan VA Private Residence,zach.burkhart@edwardjones.com,,Salesforce
10922485,Inactive Investor,Edwin Webber,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,edwin_webber@vanguard.com,,Salesforce
10946913,Inactive Investor,Shannon Smith,,"Osaic Wealth, Inc. Florence AL 1212 Helton Dr",,,Salesforce
10834873,Inactive Investor,Jessica Cook,Wealth Advisor,Commonwealth Financial Network Columbia SC 200 Center Point Cir,jcook@commonwealth.com,,Salesforce
10904425,Inactive Investor,Aaron Givens,,"Concourse Financial Group Securities, Inc. Goshen IN 1110 N Main St",aaron.givens@concoursefinancial.com,,Salesforce
9585966,,Charles Weidman,,,charlie@heritagenj.com,,List import
11122415,Inactive Investor,Quinn Murphy,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",quinn.murphy@stewardpartners.com,,Salesforce
11168234,Inactive Investor,Ethan Greene,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,ethan.greene@fmr.com,,Salesforce
10913323,Inactive Investor,Mary Newhouse,,"Osaic Wealth, Inc. Winter Park FL 1555 Howell Branch Rd",,,Salesforce
9603619,,Justin Hodges,,,jhodges@metlife.com,,List import
10767480,Inactive Investor,Bruce Davis,,UBS Financial Services Inc. Jackson MS 100 Vision Dr,bruce.davis@ubs.com,,Salesforce
10797100,Inactive Investor,Joseph Micalizzi,Regional Vice President,PFS Investments Inc. Corona CA 255 E Rincon St,,,Salesforce
10858855,Inactive Investor,George Hoos,,"Concurrent Investment Advisors, LLC Bradenton FL Private Residence",george@poweredbyconcurrent.com,,Salesforce
341886,,Randy Carroll,Chairman,"Bip Wealth, Llc",rcarroll@buckheadinvestments.com,404-495-5230,Manual List Upload
333446,,Fred Williams,,"Hightower Advisors, Llc",fwilliams@hightoweradvisors.com,,
11036157,Inactive Investor,Gabrielle Matejcek,,"Avantax Investment Services, Inc. Allentown PA 7540 Windsor Dr",,,Salesforce
10927226,Inactive Investor,Felicity Raley,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",felicity.raley@tiaa.org,,Salesforce
11052496,Inactive Investor,Daniel Furst,,Craft Capital Management LLC,dfurst@craftcm.com,,Salesforce
10957794,Inactive Investor,Arnita Hallman,,"CliftonLarsonAllen Wealth Advisors, LLC Bellevue WA 10700 Northup Way",arnita.hallman@claconnect.com,,Salesforce
10855242,Inactive Investor,Patrick Ward,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",wardp@stifel.com,,Salesforce
10886359,Inactive Investor,Connor Hanson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",connor.hanson@ml.com,,Salesforce
11144579,Inactive Investor,Richard Nauer,Financial Advisor;Senior Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,richard.nauer@morganstanley.com,,Salesforce
10619174,,Ty Robben,,,ty.robben@morganstanley.com,,List Import
11122387,Inactive Investor,Girard Henry,,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,girard.henry@jpmorgan.com,,Salesforce
371681,,Anong Sikhonexay,,Laos,phoudtha779@gmail.com,,Salesforce
11099628,Inactive Investor,Gareth Evans,Head - Business Development,"Rose Capital Advisors, LLC",gareth@rosecapitaladvisors.com,,Salesforce
10957217,Inactive Investor,Pedro Cesa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",pedro.cesa@ml.com,,Salesforce
9605932,,Keith Braho,,,keithpb_1@yahoo.com,,List import
10781272,Inactive Investor,Gregory Barkauskas,,"Truist Investment Services, Inc. Marco Island FL 950 N Collier Blvd",gregory.barkauskas@truist.com,,Salesforce
9643859,,Susan Miley,,,barness93@yahoo.com,,List import
11072685,Inactive Investor,Kaitlin Stewart,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,kaitlin.stewart@morganstanleypwm.com,,Salesforce
11144155,Inactive Investor,John Nascimben,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10895199,Inactive Investor,Thomas Wells,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",thomas.wells@equitable.com,,Salesforce
11079004,Inactive Investor,Terrence D'Angelo,,LPL Financial LLC Buffalo NY 900 Thruway Plaza Dr,terrence.d-angelo@lpl.com,,Salesforce
10819813,Inactive Investor,Joseph Kilner,Chief Compliance Officer;Manager;Managing Member;Principal;Wealth Advisor,"Kilner Capital Advisors, LLC",joe@kilnercapital.com,,Salesforce
11201777,Inactive Investor,Steven Kellar,,LPL Financial LLC Chicago IL 123 N Wacker Dr,steve.kellar@lpl.com,,Salesforce
10893387,Inactive Investor,Kevin Sexton,Private Client Advisor,J.P. Morgan Securities LLC Grand Rapids MI 2705 Lake Michigan Dr NW,kevin.m.sexton@jpmorgan.com,,Salesforce
10932826,Inactive Investor,Camy Toth,Chief Compliance Officer;Founder;Member,"Springbrook Financial, LLC",,,Salesforce
249049,,ANTHONY DELUISE,SR MD,Versari Private Capital Advisory,adeluise@outlook.com,,Manual List Upload
9641472,,Donald Wagley,,,donwagley@gmail.com,,List import
11148213,Inactive Investor,Matthew Ekman,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
10956159,Inactive Investor,Mark Johnson,Chief Compliance Officer;Chief Executive Officer,MEJ Wealth Advisors LLC,mark@mejwealthadvisors.com,,Salesforce
9613216,,Marie Lorden,,,mlorden@fairpointecapital.com,,List import
10788540,Inactive Investor,Aimee Peltier,Partner;Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Willmar MN 2800 1st St S",aimee.peltier@wfafinet.com,,Salesforce
9639459,,Gillian Stewart,,,gillian.stewart@saga.co.uk,,List import
11125503,Inactive Investor,Skyler White,Financial Advisor,Edward Jones League City TX 2525 S Shore Blvd,skyler.white@edwardjones.com,,Salesforce
11026965,Inactive Investor,Eric Corral,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,eric.corral@primerica.com,,Salesforce
11122733,Inactive Investor,Sharan Chakravarthy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 2225 Quimby Rd",sharan.chakravarthy@ml.com,,Salesforce
10597763,,Kel Hendi,,,kel@connectivityservices.com,,Web Form Fillout
26479,,Igor Levental,President,The Electrum Group LLC,ilevental@electrum-group.com,1-646-365-1600,Initial Salesforce Import
10938483,Inactive Investor,Lisa Raimondi,Associate,Edward Jones Gig Harbor WA 3312 Rosedale St,lisa.raimondi@edwardjones.com,,Salesforce
10855520,Inactive Investor,James Winstel,Financial Planner,"MML Investors Services, LLC Fort Myers FL 6237 Presidential Ct",jwinstel@financialguide.com,,Salesforce
10798459,Inactive Investor,Michele Flanagan,,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",michele.flanagan@wellsfargoadvisors.com,,Salesforce
11005219,Inactive Investor,Sherry Madl,,Edward Jones Deland FL 138 W New York Ave,sherry.madl@edwardjones.com,,Salesforce
10758332,Inactive Investor,Julie Valenzuela,Senior Client Associate,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",julie.valenzuela@wellsfargoadvisors.com,,Salesforce
218682,,MARK WALSVICK,,United States,walsvick@att.net,,source
333846,,Lydia Toperzer,Executive Assistant,"Great Point Partners, Llc",ltoperzer@gppfunds.com,203-971-3300,Manual List Upload
11138711,Inactive Investor,Allison Sheehan,,Goldman Sachs & Co.,,,Salesforce
10822198,Inactive Investor,Randy Miles,,"Cambridge Investment Research, Inc. Tyrone PA 5523 E Pleasant Valley Blvd",,,Salesforce
9541567,,Semih YOLCU,,,semih.yolcu01@gmail.com,,List import
11099834,Inactive Investor,Christina Winters,,Lincoln Investment Irving TX 5201 N O Connor Blvd,cgears@lincolninvestment.com,,Salesforce
11108486,Inactive Investor,Fred Fern,Chairman;Chief Executive Officer;Director,Churchill Management Group,ffern@churchillmanagement.com,,Salesforce
10881413,Inactive Investor,Luca Riccioni,,Key Investment Services LLC Walnutport PA 4421 Lehigh Dr,luca_riccioni@kisinvestments.com,,Salesforce
9589765,,Jennifer Ceccarelli,,,jennifer.ceccarelli@lgam.com,,List Import
229294,, -,,[[Unknown]],corby.pryor@gmail.com,,
10889997,Inactive Investor,Mathew Ahmad,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Dallas TX 8401 N Central Expy",,,Salesforce
10590585,,todd green,,,toddgreentv@gmail.com,,Web Form Fillout
11131380,Inactive Investor,Mark Martin,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",mark.martin@wfadvisors.com,,Salesforce
11023181,Inactive Investor,John Little,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Destin FL 501 Harbor Blvd",john.little@wellsfargoadvisors.com,,Salesforce
1006316,Inactive Investor,Michael Callahan,,Michael Callahan,michael.callahan@man.com,,3rd Party Lead Gen
10969585,Inactive Investor,Ian Sikes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10909124,Inactive Investor,Brenna Saunders,Partner;Wealth Manager,Creative Planning,brenna.saunders@creativeplanning.com,,Salesforce
10785330,Inactive Investor,Yong Kim,Private Client Advisor,J.P. Morgan Securities LLC Hampton Bays NY 47 W Montauk Hwy,yong.h.kim@jpmorgan.com,,Salesforce
10878494,Inactive Investor,Andrew Schiro,President,Vere Global Wealth Management,,,Salesforce
11082266,Inactive Investor,Kellie Eggert,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,kellie.eggert@primerica.com,,Salesforce
10848062,Inactive Investor,James Callaway,Financial Advisor,"Ameriprise Financial Services, LLC Paris TX 2219 Lamar Ave",james.callaway@ampf.com,,Salesforce
11238655,Inactive Investor,Jordan Freed,,PointState,jordan.freed@pointstate.com,,Salesforce
11151268,Inactive Investor,Matthew Greiner,Financial Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",matthew.greiner@nm.com,,Salesforce
11120917,Inactive Investor,Joshua McAvay,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9550387,,Julie Miller,,,cjmiller427@msn.com,,List import
10797426,Inactive Investor,Gregory Smith,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,gregory.smith@ubs.com,,Salesforce
11229234,Inactive Investor,Christina Van Voorhis,,Edward Jones High Point NC 1517 Johnson St,,,Salesforce
11026694,Inactive Investor,John Machcinski,Chief Compliance Officer;President;Secretary,"Hantz Financial Services, Inc. Maumee OH 1540 Holland Rd",john.machcinski@hantzgroup.com,,Salesforce
10904283,Inactive Investor,Laura Sausville,Financial Advisor,Edward Jones Troy NY 105 Jordan Rd,laura.sausville@edwardjones.com,,Salesforce
9612508,,Steven Merdinger,,,smerdinger@hightoweradvisors.com,,List import
10816053,Inactive Investor,Olivia Arnold,,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,olivia.arnold@lpl.com,,Salesforce
11228669,Inactive Investor,Cesar Carrero,,J.P. Morgan Securities LLC Worcester MA 81 Gold Star Blvd,cesar.carrero@jpmorgan.com,,Salesforce
11013991,Inactive Investor,Steven Murphy,,USA Financial Securities LLC Tustin CA 17332 Irvine Blvd,,,Salesforce
10938088,Inactive Investor,Buford Glover,,"Cambridge Investment Research, Inc. Newberry SC 1508 Lindsay St",,,Salesforce
11118029,Inactive Investor,Nicholas Godfrey,Financial Advisor;Operations Manager,"Ameriprise Financial Services, LLC Fort Worth TX 9800 Hillwood Pkwy",nicholas.godfrey@ampf.com,,Salesforce
10922501,Inactive Investor,Samuel Johnson,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",,,Salesforce
10765586,Inactive Investor,Jhocelyn Schlauraff,Team Administrator,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,jhocelyn.schlauraff@ubs.com,,Salesforce
11104061,Inactive Investor,Michael Arluna,,Morgan Stanley Baltimore MD 1300 Thames St,michael.c.arluna@morganstanley.com,,Salesforce
11127852,Inactive Investor,Emily Ost,Operations Manager,"Ameriprise Financial Services, LLC Saint Paul MN 14985 Glazier Ave",emily.ost@ampf.com,,Salesforce
9575848,,Punit Barasia,,,punitbarasia@gmail.com,,List import
9567277,,Richard Murray,,,rmurray@pciawealth.com,,List import
11083949,Inactive Investor,William Costaras,,McDonald Partners LLC Beachwood OH 23811 Chagrin Blvd,wcostaras@mcdonald-partners.com,,Salesforce
11118704,Inactive Investor,Frederick Grand,Financial Advisor;Senior Vice President - Private Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,fred.grand@ubs.com,,Salesforce
10892582,Inactive Investor,Mark Kelly,Investment Advisor,"University Financial Strategies, LLC.",,,Salesforce
10845519,Inactive Investor,Denise Thomas,,State Farm VP Management Corp. Lexington SC 5370 Sunset Blvd,,,Salesforce
11133148,Inactive Investor,Colin Kilpatrick,Financial Advisor,"Centaurus Financial, Inc. Camarillo CA 5999 Ridge View St",,,Salesforce
10978965,Inactive Investor,Michael Niehaus,,"Farmers Financial Solutions, LLC Elmhurst IL 977 N Oaklawn Ave",mniehaus@farmersagent.com,,Salesforce
10765339,Inactive Investor,Brian McGlynn,Compliance Officer;CROP,Flagstar Advisors,brian.mcglynn@flagstar.com,,Salesforce
10680359,,Katherine Kirkpatrick,,,kkirkpatrick@cboe.com,,List Import
10797215,Inactive Investor,Kaleena Hale,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",kaleena_hale@ml.com,,Salesforce
9625469,,junyoung LEE,,,kia3223@naver.com,,List import
9578095,,Rama Dhani,,,ramamakers@gmail.com,,List import
9604767,,Christopher CENTRILLO,,,centrillo13@gmail.com,,List import
11196333,Inactive Investor,Collin Clarke,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,collin.clarke.u4i6@statefarm.com,,Salesforce
10957605,Inactive Investor,Kelly Webb,,"FBL Marketing Services, LLC Farmington NM 4251 E Main St",kelly.webb@fblfinancial.com,,Salesforce
11236095,Inactive Investor,Richard Villosis,Managing Member,Carnegie Wealth Management LLC La Canada CA 738 Berkshire Ave,,,Salesforce
10825690,Inactive Investor,John Rose,Financial Advisor,Edward Jones Oakland MD 12 S 3rd St,john.rose@edwardjones.com,,Salesforce
163075,,Jo Gu,,[Unknown],jangle5226@gmail.com,,Content
11157464,Inactive Investor,Michael Davis,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",michael_e_davis@ml.com,,Salesforce
11132795,Inactive Investor,Sydni Smith,,LPL Financial LLC Austin TX 4201 Bee Caves Rd,sydni.smith@lpl.com,,Salesforce
11147061,Inactive Investor,Marion Malack,,PFS Investments Inc. Staunton VA 15 Terry Ct,marion.malack@primerica.com,,Salesforce
10951448,Inactive Investor,Kathryn Vukonich,,"Parkland Securities, LLC Fergus Falls MN 1916 College Way",kavukonich@parklandrep.com,,Salesforce
10753311,Inactive Investor,Daniel Hackett,,Kovack Securities Inc. Sykesville MD Private Residence,dan@kovacksecurities.com,,Salesforce
11136234,Inactive Investor,Mercedes Clark,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9554668,,Jason Viola,,,jviola@arieswealthllc.com,,List import
10920035,Inactive Investor,Paul Saad,Chief Compliance Officer;Co-Founder;Principal,"Collabria Capital, Inc Danville CA 1036 Hill Meadow Pl",paul@collabriacapital.com,,Salesforce
10959214,Inactive Investor,Shannon Farrone,,LPL Financial LLC Hazleton PA 50 Laurel Mall,shannon.farrone@lpl.com,,Salesforce
9572122,,Joshua Kozberg,,,josh.kozberg@decade-llc.com,,List import
11120162,Inactive Investor,Francisco Caballero,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,francisco.caballero@citi.com,,Salesforce
11089504,Inactive Investor,Michael Slattery,,"ValMark Securities, Inc. Boston MA 180 Canal St",,,Salesforce
10973715,Inactive Investor,Sydney Neely,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,sneely@primerica.com,,Salesforce
11117012,Inactive Investor,Mario Segreti,,"First Georgetown Securities, Inc.",msegreti@firstgeorgetown.com,,Salesforce
11137177,Inactive Investor,Michael Martin,Financial Advisor,Edward Jones Peachtree City GA 18 Eastbrook Bnd,mike.martin@edwardjones.com,,Salesforce
10824977,Inactive Investor,Jessica Rossman,Chief Compliance Officer;General Counsel;Vice President,True Link Financial Advisors,jessica.rossman@truelinkfinancial.com,,Salesforce
9545446,,aliza heching,,,aliza@cedargg.com,,List import
11145922,Inactive Investor,Jason Delmedico,,"U.S. Bancorp Investments, Inc.",jason.delmedico@usbank.com,,Salesforce
10807318,Inactive Investor,Autumn Meredith,,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,ameredithbirch@rwbaird.com,,Salesforce
10945567,Inactive Investor,Tomer Shoval,,"Truist Investment Services, Inc. Hyattsville MD 7788 Riverdale Rd",tomer.shoval@truist.com,,Salesforce
10805084,Inactive Investor,James Moylan,Co-Chief Investment Officer;Vice President,SFE Investment Counsel Inc.,jmoylan@sfeic.com,,Salesforce
10978524,Inactive Investor,Sean Hantes,Financial Advisor,"Vanderbilt Securities, LLC Rochester NY 755 Jefferson Rd",shantes@ae.cadaretgrant.com,,Salesforce
9543918,,Tony Minami,,,tminami@royalaa.com,,List import
10763406,Inactive Investor,Lisa Schomer,Financial Advisor,LPL Financial LLC Santa Barbara CA Private Residence,lisa.schomer@lpl.com,,Salesforce
9582233,,Gene Gan,,,qgan2001@yahoo.com,,List import
10846077,Inactive Investor,Jasmine Isreal,Registered Client Service Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,jasmine.isreal@morganstanley.com,,Salesforce
10588115,,Deirdre Moore,,,celtigl40@yahoo.com,,Web Form Fillout
11210652,Inactive Investor,Lauren Berry,Financial Advisor,Edward Jones Lees Summit MO 24 NW Chipman Rd,lauren.berry@edwardjones.com,,Salesforce
11122302,Inactive Investor,Jennifer Thomas Powell,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,jrthomaspowe@ft.newyorklife.com,,Salesforce
10826214,Inactive Investor,Anthony Monks,Chief Compliance Officer;Managing Member;Owner,"CTM Financial, LLC",,,Salesforce
10917740,Inactive Investor,Wendy Weaver-Shelnut,,State Farm VP Management Corp. Lake City FL 904 SW State Road 247,wendy.shelnut.p8mz@statefarm.com,,Salesforce
11116711,Inactive Investor,Chrystal Adams,,Cetera Financial Specialists LLC Marksville LA 133 E Waddil St,,,Salesforce
10856695,Inactive Investor,Seth Grubman,Chief Compliance Officer;President,Panoramika Advisors Inc.,seth@panoramikaadvisors.com,,Salesforce
10943840,Inactive Investor,Lilliana Sosa,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11140813,Inactive Investor,David Weidner,,PFS Investments Inc. East Tawas MI 211 Newman St,david.weidner@primerica.com,,Salesforce
10812454,Inactive Investor,Paul Kavanaugh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",paul.kavanaugh@ml.com,,Salesforce
10659709,,Bradd Chignoli,,,bchignoli@metlife.com,,List Import
10846159,Inactive Investor,June Mariano-Pile,,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,jmariano@janney.com,,Salesforce
11162384,Inactive Investor,Peter Anastasian,,LPL Financial LLC Deer Park NY 724 Long Island Ave,peter.anastasian@lpl.com,,Salesforce
9543478,,guan sicong,,,keaon@qq.com,,List import
212908,,Mary Brandt,,United States,brandtmary01@gmail.com,,Organic Search
11105133,Inactive Investor,Angela Schlachter,,"Raymond James & Associates, Inc. Cincinnati OH 201 E 5th St",angie.schlachter@raymondjames.com,,Salesforce
10927181,Inactive Investor,Dallin Englund,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dallin.englund@fidelity.com,,Salesforce
9618103,,Jonathan Berger,,,jonathan.berger@alyeskagroup.com,,List import
11067558,Inactive Investor,Andrew Levesque,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,andrew.levesque@fidelity.com,,Salesforce
9614274,,Sarah Mouritzen,,,smouritzen@odlumbrown.com,,List import
9549522,,William Walker,,,william.walker@transamerica.com,,List import
11126393,Inactive Investor,Rebecca Boyd,,MWA Financial Services Inc. Anthem AZ Private Residence,rebecca.a.boyd@mwarep.org,,Salesforce
11052350,Inactive Investor,Debbie Bradford,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Huntsville AL 525 Madison St SE",debbie.bradford@wellsfargoadvisors.com,,Salesforce
10612047,,Andrew Florio,"Associate Vice President, Financial Advisor, Portfolio Manager, Second Vice President",,andrew.florio@morganstanley.com,,List Import
10755245,Inactive Investor,Flora Dong,Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,flora.dong@ubs.com,,Salesforce
10843686,Inactive Investor,James McGlone,Chief Compliance Officer;Managing Member;Senior Partner,Kerntke Otto McGlone Wealth Management Group,jim.mcglone@onekom.com,,Salesforce
11187534,Inactive Investor,John Simpson,,"Raymond James Financial Services, Inc. Elizabeth City NC 117 N Water St",dave.simpson@raymondjames.com,,Salesforce
11146331,Inactive Investor,Kyle Rolek,Chief Compliance Officer;Principal;Retirement Planning Specialist,Rolek Retirement Planning,,,Salesforce
9541058,,Fredrick Emeagwali,,,cfemeagwali@gmail.com,,List import
11229122,Inactive Investor,Elizabeth Mackey,,Goldman Sachs & Co.,,,Salesforce
246086,,Not Provided,Para planner,"Armstrong, Fleming & Moore, Inc.",ndavicino@afmfa.com,202-887-8135,Manual List Upload
11207343,Inactive Investor,Jack Burkauskas,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jack.burkauskas@equitable.com,,Salesforce
11155722,Inactive Investor,Frank Crow,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,fccrow@ft.newyorklife.com,,Salesforce
11084691,Inactive Investor,Todd Harvey,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",,,Salesforce
11171900,Inactive Investor,Scott Meyerson,,Commonwealth Financial Network Wilmington NC 3301 Tipton Ct,smeyerson@commonwealth.com,,Salesforce
334365,,Bradley Anderson,,Mercer Global Advisors Inc.,banderson@merceradvisors.com,(877) 737-3649,
10798821,Inactive Investor,Edward Tuvin,President,"Tuvin & Tuvin, Ltd.",,,Salesforce
11147770,Inactive Investor,Chase Sandera,Financial Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",chase.sandera@wellsfargoadvisors.com,,Salesforce
11105914,Inactive Investor,Douglas Brauer,Financial Advisor,Park Avenue Securities LLC Claremont CA 480 N Indian Hill Blvd,douglas_brauer@glic.com,,Salesforce
11070292,Inactive Investor,David Meckstroth,Financial Professional;Investment Advisor Representative,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
10875904,Inactive Investor,Ricardo Arteaga Espana,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11052360,Inactive Investor,Austin Buysse,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11065946,Inactive Investor,David Robinson,,State Farm VP Management Corp. Honesdale PA 114 7th St,,,Salesforce
10894676,Inactive Investor,Ryan Riggs,Financial Advisor,"MML Investors Services, LLC Virginia Beach VA 5544 Greenwich Rd",,,Salesforce
10857227,Inactive Investor,James Spencer,,"Raymond James Financial Services, Inc. Virginia Beach VA 4429 Bonney Rd",james.g.spencer@raymondjames.com,,Salesforce
10758928,Inactive Investor,Therese Slusher,Senior Client Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,therese.a.slusher@jpmorgan.com,,Salesforce
10914860,Inactive Investor,Peter Forman,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
11033915,Inactive Investor,Meera White,,State Farm VP Management Corp. Columbia MO 33 E Broadway,,,Salesforce
10810466,Inactive Investor,Malik Brown,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2540 Broadway,malik.q.brown@jpmorgan.com,,Salesforce
227355,, -,,[Unknown],ryan.lavalle@vinovest.co,,
10505865,,Justin deTray,Financial Advisor,Wealthspire,justin.detray@privateocean.com,415-526-2900,List import
8643756,,Martin Asabre,,,martinasabre3g@yahoo.com,,Web Form Fillout
10989901,Inactive Investor,Mark Mueller,,Aurora Securities Bloomfield Hills MI 1668 S Telegraph Rd,,,Salesforce
10960536,Inactive Investor,Moses Compian,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,mosescompian@primerica.com,,Salesforce
10418912,,[Unknown],,,kasanoski_ali@hotmail.com,,Web Form Fillout
11066292,Inactive Investor,Ashley Fellers,,"Cambridge Investment Research, Inc. Westerville OH 113 Commerce Park Dr",,,Salesforce
11198821,Inactive Investor,Hannes Hofmann,,Citigroup Global Markets Inc.,,,Salesforce
11154871,Inactive Investor,Amy Hessenauer,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",amy.s.hessenauer@wellsfargo.com,,Salesforce
3194424,,HP Tan,,,thpoosg@gmail.com,6376164,Web Form Fillout
11089517,Inactive Investor,Christopher Woodhouse,Financial Advisor,"Osaic Institutions, Inc. Torrington CT 129 Main St",christopher.woodhouse@osaicinstitutions.com,,Salesforce
10981161,Inactive Investor,Jerald McCarty,,"NBC Securities, Inc. Columbia MO 300 Diego Dr",,,Salesforce
11255432,Inactive Investor,Katherine Sumner,Financial Advisor,Abacus Wealth Partners,,,Salesforce
345637,,Bill Armstrong,Research Analyst,"John G. Ullman & Associates, Inc",armstrongb@jgua.com,607-936-3785,Manual List Upload
9574539,,Shu W,,,kaishuwong@gmail.com,,List import
10854631,Inactive Investor,Gary Cox,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,gary.cox@fidelity.com,,Salesforce
10829036,Inactive Investor,Selena Hemphill,Financial Advisor;Financial Planning Advisor;Financial Planning Specialist,Morgan Stanley Mobile AL 11 N Water St,selena.hemphill@morganstanley.com,,Salesforce
119195,,cameron adelipour,,AI Capital,cadelipour@gmail.com,3104409301,Organic Search
10929558,Inactive Investor,Tony Bullard,,"Truist Investment Services, Inc. Hope Mills NC 3618 N Main St",,,Salesforce
9548923,,Kent Dolenc,,,kent.dolenc@voyafa.com,,List import
370921,,Meet Bhagde,,United States,meetbhagde@gmail.com,,Salesforce
9566270,,Yasemin Under,,,yasemin.under@fidelity.com,,List import
10992097,Inactive Investor,Amy Porado,,NYLIFE Securities LLC Oakmont PA Private Residence,aporado@ft.newyorklife.com,,Salesforce
11007844,Inactive Investor,Leslie Janssen,,Park Avenue Securities LLC Franklin TN 321 Billingsly Ct,,,Salesforce
10808460,Inactive Investor,Nicholas Bevad,Wealth Advisor,LPL Financial LLC Marlton NJ 1 Holtec Dr,nick.bevad@lpl.com,,Salesforce
11114178,Inactive Investor,Michael Eggert,,"Osaic Wealth, Inc. Lake Elmo MN Private Residence",,,Salesforce
10867003,Inactive Investor,Matthew Orian,Senior Bank Financial Advisor,"Wells Fargo Clearing Services, LLC Lincoln NE 3901 Old Cheney Rd",matthew.orian@wellsfargo.com,,Salesforce
10837183,Inactive Investor,Michael Gottschalk,Director - Investments;First Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,mike.gottschalk@morganstanley.com,,Salesforce
10860235,Inactive Investor,Kauleen Daley,,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",kauleen.daley@ampf.com,,Salesforce
9553630,,larry carter,,,larrycarter13@gmail.com,,List import
11128804,Inactive Investor,Katrina Neal,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,kneal@primerica.com,,Salesforce
11114921,Inactive Investor,Paul Johnson,Assistant Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",paul.j.johnson@wellsfargoadvisors.com,,Salesforce
11080334,Inactive Investor,Mitchell Kragenbrink,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11008721,Inactive Investor,Kevin Little,,State Farm VP Management Corp. Loganville GA 367 Athens Hwy,kevin.little.rv4h@statefarm.com,,Salesforce
10819761,Inactive Investor,Marcus Adkins,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10919683,Inactive Investor,Renee Smith,Owner;Portfolio Manager;President;Regulatory Contact,Hendley & Co. Inc.,reneesmith@hendleyco.com,,Salesforce
11122088,Inactive Investor,John Mizzi,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",john_mizzi@ml.com,,Salesforce
9632540,,Perfil cophone,,,ellexmag@gmail.com,,List import
348892,,Mae Behm,Director Of Investor Relations,Jvm Capital L.l.c.,mbehm@jvmrealty.com,630-242-1000,Manual List Upload
10944075,Inactive Investor,Steve Vuong,,"Farmers Financial Solutions, LLC Carrollton TX 1212 N Josey Ln",svuong@farmersagent.com,,Salesforce
11175037,Inactive Investor,Douglas Hatcher,,"Avantax Investment Services, Inc. Phoenix AZ 4647 N 32nd St",,,Salesforce
10977827,Inactive Investor,Robert Mazza,,"Hantz Financial Services, Inc. Canton MI 44520 Michigan Ave",robert.mazza@hantzgroup.com,,Salesforce
11082151,Inactive Investor,Norris Brodsky,Financial Advisor;Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Wilmington DE 1013 Centre Rd",norris.l.brodsky@wellsfargoadvisors.com,,Salesforce
11145450,Inactive Investor,Erin Briney,Financial Advisor,"Cadaret, Grant & Co., Inc. Toledo OH 4405 Talmadge Rd",ebriney@cadaretgrant.com,,Salesforce
10996931,Inactive Investor,Brandon Trefcer,Client Service Associate,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",brandon.trefcer@ampf.com,,Salesforce
10912254,Inactive Investor,Michael Weinstat,Chief Compliance Officer;Owner;President,"Weinstat Wealth Management, Inc. Jericho NY 366 N Broadway",mweinstat@weinstatwealthmanagement.com,,Salesforce
11152105,Inactive Investor,Robert Althoff,Relationship Advisor,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,robert.althoff@us.hsbc.com,,Salesforce
10823146,Inactive Investor,Jason Linn,Financial Advisor,LPL Financial LLC Honolulu HI 1221 Kapiolani Blvd,jason.linn@lpl.com,,Salesforce
9632366,,LAN THOMPSON,,,lthompson0128@sbcglobal.net,,List import
9590856,,Rushikumar Patel,,,rushipatel.pharma@gmail.com,,List import
11064233,Inactive Investor,John Natoli,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,jenatoli@ft.newyorklife.com,,Salesforce
10993533,Inactive Investor,Julie Hessler,,Country Capital Management Company Orion IL 412 11th Ave,julie.hessler@countryfinancial.com,,Salesforce
10659087,,William Bear,,,william.bear@lpl.com,,List Import
10952611,Inactive Investor,Paul Habib,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,phabib@ft.newyorklife.com,,Salesforce
10824843,Inactive Investor,Steven Lavorando,,"Cambridge Investment Research, Inc. Carnelian Bay CA Private Residence",,,Salesforce
11100092,Inactive Investor,Andrew Hejlik,Investment Advisor,"Osaic Wealth, Inc. Webster City IA 512 2nd St",,,Salesforce
220446,,Daniel Draper,,Sapphire Blue Investment Partners,ddraper@sapphireblueip.com,,
11059521,Inactive Investor,Siyang Sun,,"Axiom Capital Management, Inc.",ssun@axiomcapital.com,,Salesforce
11066481,Inactive Investor,Colin Romer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11135287,Inactive Investor,Patrick Moore,Founder;Managing Member;Wealth Manager,"Private Group Wealth Management, LLC",,,Salesforce
10793855,Inactive Investor,Susan Koesters,Senior Financial Advisor,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,skoesters@dadco.com,,Salesforce
9623391,,chang yang,,,changjieyang@outlook.com,,List import
10612959,,Daniel Jeffers,"First Vice President, Resident Director, Senior Financial Advisor, Wealth Management Advisor",,daniel_jeffers@ml.com,,List Import
11180902,Inactive Investor,Melinda Le,Financial Advisor,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",melinda.le@prudential.com,,Salesforce
10984898,Inactive Investor,Christine Atwell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christine.atwell@fidelity.com,,Salesforce
10956553,Inactive Investor,Mack Mangalindan,,"Kestra Investment Services, LLC",mack.mangalindan@kestrafinancial.com,,Salesforce
11180274,Inactive Investor,Major Brannen,President,Brannen & Lyle Investment Company,hal@warren-brannen.com,,Salesforce
10786807,Inactive Investor,John Sexton,,Revere Securities LLC Boston MA 160 State St,jsexton@reveresecurities.com,,Salesforce
10782648,Inactive Investor,Paul Kennedy,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",paul.kennedy@wellsfargoadvisors.com,,Salesforce
10929240,Inactive Investor,Robert Groesbeck,Chief Compliance Officer;President,Groesbeck Investment Management Corp,rpg@groesbeckim.com,,Salesforce
10983645,Inactive Investor,Ian Smith,Financial Advisor,Advance Capital Management Inc Dallas TX 325 N Saint Paul St,ismith@acadviser.com,,Salesforce
11177659,Inactive Investor,Dean Karsky,,"Farmers Financial Solutions, LLC Sioux Falls SD 2500 W 46th St",,,Salesforce
9631987,,Tony Dwyer,,,tdwyer@canaccordgenuity.com,,List import
10776779,Inactive Investor,Matthew Shaw,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9557257,,Ritik Mehta,,,ritikgm01@gmail.com,,List import
11205247,Inactive Investor,Ellen Mallay,,"Osaic FA, Inc. Houston TX 1330 Post Oak Blvd",,,Salesforce
11183558,Inactive Investor,Martha Reynolds,,"IFP Securities, LLC",,,Salesforce
10896965,Inactive Investor,Joshua Williams,Investment Advisor Representative,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
9615597,,Wildwood Xu,,,yemu.xu@arpachain.io,,List import
9616901,,Sitthiphong Singphon,,,widewest02@gmail.com,,List import
9590222,,Vlada Harris,,,vlada_hudson@yahoo.com,,List import
152191,,ronny naidoo,,[Unknown],ronnynaidoo@aol.com,,
10618913,,Jason Burriss,,,jason.burriss@morganstanley.com,,List Import
8046819,,Cecilia Rey,,,yourdomainguidececil15@gmail.com,,Web form fillout
10881635,Inactive Investor,Terrence Elliott,,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",,,Salesforce
9557948,,Dennis Mendoza,,,dennis@mendozawealth.com,,List import
10644651,,Martin Meenaghan,,,mmeenaghan@williamblair.com,,List Import
10852993,Inactive Investor,Scott Hoxie,,Cetera Advisors LLC San Diego CA 655 W Broadway,scott.hoxie@ceteraadvisors.com,,Salesforce
9569837,,Mark Byra,,,mark.byra@nikon.com,,List import
11123373,Inactive Investor,Katherine Chavez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,katherine_chavez@vanguard.com,,Salesforce
11048102,Inactive Investor,Alan Baron,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,abaron@ft.newyorklife.com,,Salesforce
11150865,Inactive Investor,James Viceconte,Senior Vice President,"Citizens Securities, Inc. Westwood MA 200 Station Dr",james.viceconte@citizensbank.com,,Salesforce
10909175,Inactive Investor,Tina Jamison-Dumas,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,tinaldumas@primerica.com,,Salesforce
11232679,Inactive Investor,Kimberly Black,,"American Portfolios Financial Services, Inc. Lambertville NJ 668 Brunswick Pike",kblack@americanportfolios.com,,Salesforce
373289,,Michel Van Krimpen,,[Unknown],mcvankrimpen@yahoo.com,,source
11185852,Inactive Investor,Michael Lee,Chief Executive Officer;President,"FinDec Wealth Services, Inc.",mlee@findec.com,,Salesforce
10772125,Inactive Investor,Ronald Foster,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,ron.foster@ubs.com,,Salesforce
11147116,Inactive Investor,Austin Schmidt,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",austin.schmidt@ml.com,,Salesforce
10644829,,Thomas Walker,,,thomas.walker@bakertilly.com,,List Import
9624011,,Ryan Dalton,,,cryptoreckoning@gmail.com,,List import
187676,,Matthijs Janssen,,[Unknown],matthew1236@hotmail.com,,source
11191889,Inactive Investor,Thomas Fitzpatrick,,"Osaic Wealth, Inc. Ocean View NJ 1314 Rte 9",,,Salesforce
10970676,Inactive Investor,Brian Moss,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,brianmoss@statefarm.com,,Salesforce
9620481,,Carlos Sanchez,,,cfsanchezrj@gmail.com,,List import
10991774,Inactive Investor,Michael Weyant,,"Avantax Investment Services, Inc. Austin TX 103 Ranch Road 620 S",,,Salesforce
10939757,Inactive Investor,Timothy O'Neal,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10881898,Inactive Investor,Joseph Ward,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9555593,,Dawn Claussen,,,dawn.claussen@mutualsecurities.com,,List import
10646530,,Regina Tate,,,reginareesetate@primerica.com,,List Import
10830155,Inactive Investor,Rochelle Brodsky,,PFS Investments Inc. Cranford NJ 340 N Ave E,rochelle.brodsky@primerica.com,,Salesforce
11214048,,Alan Brady,,,bradyalan@gmail.com,,Web Form Fillout
10868680,Inactive Investor,Suzanne Johannsen,Financial Advisor,"Ameriprise Financial Services, LLC Bend OR 214 SE Vine Ln",suzanne.e.johannsen@ampf.com,,Salesforce
10984534,Inactive Investor,Marcel Trinity,,J.P. Morgan Securities LLC Dearborn Heights MI 23210 Ford Rd,,,Salesforce
11193054,Inactive Investor,Adam Coons,Chief Compliance Officer;Founder;Managing Member;Managing Principal,Outwing Private Wealth Management,adam@outwingwealth.com,,Salesforce
10927674,Inactive Investor,Travis Miller,,"Allstate Financial Services, LLC Dallas GA 110 Evans Mill Dr",,,Salesforce
9641948,,braulio nieves,ADVISOR,Pariter,bnieves@pariterwmg.com,7877812555,List import
11115704,Inactive Investor,Clayton Sanderson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10960910,Inactive Investor,Lizette Lara,,"Wells Fargo Clearing Services, LLC Henderson NV 900 N Green Valley Pkwy",lizette.lara@wellsfargo.com,,Salesforce
107390,,Vanessa N Martinez,Managing Director,The Lerner Group,vmartinez@hightoweradvisors.com,847-282-4225,
9617101,,John Hollingsworth,,,jwhollin@usc.edu,,List import
11179836,Inactive Investor,David Hardiman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,david.hardiman@fidelity.com,,Salesforce
9645661,,Cormint Data Inc,,,jamie@cormint.com,,List import
11107431,Inactive Investor,Robert Campbell,,"OFG Financial Services, Inc. Fort Scott KS 399 E Hudson St",bobcampbell@ofgfinancial.com,,Salesforce
10895338,Inactive Investor,Kyle Coiner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10795242,Inactive Investor,Micah Hopkins,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",micah.c.hopkins@ampf.com,,Salesforce
11207577,Inactive Investor,Patricia Callahan-Shular,Senior Client Service Associate,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,patricia.shular@ubs.com,,Salesforce
9612292,,Frank LI,,,frankli66@hotmail.ca,,List import
11006694,Inactive Investor,Luis Dominguez Cruz,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,ldominguez-cruz@primerica.com,,Salesforce
10885938,Inactive Investor,Warren Binstock,Financial Advisor;Retirement Planner;Vice President,"Telos Capital Management, Inc.",warren@telosinc.com,,Salesforce
9567794,,Thomas Pacchia,,,tpacchia@gmail.com,,List import
10832490,Inactive Investor,Victor Sonnier,Chief Compliance Officer;Chief Executive Officer;Managing Partner,FMSA,scott@myfmsa.com,,Salesforce
10911690,Inactive Investor,Gerardo Simion,,J.P. Morgan Securities LLC Grand Prairie TX 3061 W Camp Wisdom Rd,gerardo.a.simion@jpmorgan.com,,Salesforce
10845236,Inactive Investor,Monte Custer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Corpus Christi TX 500 N Shoreline Blvd",custerm@stifel.com,,Salesforce
9641611,,Susan Peden,,,susanbennett2261@gmail.com,,List import
11087932,Inactive Investor,Katherine Granillo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,katherine.granillo@jpmorgan.com,,Salesforce
10912276,Inactive Investor,Michael Bonfanti,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,"Bonfanti Investment Services, LLC",michael@bonfantiinvestments.com,,Salesforce
223261,,The Honorable Jacquelyne Weatherspoon,The Honorable Jacquelyne,Decisions In Democracy International,jweatherspoon@exeter.edu,,
11004571,Inactive Investor,Kevin Lynn,Account Executive,Fisher Investments,,,Salesforce
9577723,,Fabian Wasmus,,,fabian@wasmus.de,,List import
10759095,Inactive Investor,William Edwards,,Morgan Stanley Colchester VT 105 W View Rd,,,Salesforce
11181845,Inactive Investor,Caryn Rickel,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9613453,,Tim Urquhart,,,tim.urquhart@perkinsjanus.com,,List import
11085872,Inactive Investor,Matthew Disandro,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sharon MA 15 Post Office Sq",matthew.r.disandro@ml.com,,Salesforce
11169793,Inactive Investor,Reginald Green,,Edward Jones Dallas TX 8750 N Central Expy,reggie.green@edwardjones.com,,Salesforce
10934467,Inactive Investor,Coby Roberts,,PFS Investments Inc. Beaumont TX 6432 Concord Rd,coby.roberts@primerica.com,,Salesforce
11111550,Inactive Investor,Robin Neal,Financial Advisor,LPL Financial LLC Bonner Springs KS 212 E 2nd St,robin.neal@lpl.com,,Salesforce
9643446,,Andy Chen,,,2403550635@qq.com,,List import
9578954,,Karen Bean,,,karen.bean@kestrafinancial.com,,List import
11017979,Inactive Investor,David Schubert,Financial Planner;Senior Advisor,"Carrington Advisors, LLC",,,Salesforce
10768669,Inactive Investor,Geoffrey Sweitzer,,MMC Securities LLC,geoffrey.sweitzer@mmc.com,,Salesforce
372294,,Sam Nemirovsky,,[Unknown],samnemirosky@hotmail.com,,Salesforce
10866878,Inactive Investor,Brian Sandlin,,State Farm VP Management Corp. McLoud OK 603 W Broadway St,,,Salesforce
10879751,Inactive Investor,Robert Wallo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 941 SE 17th St",robert.wallo@ml.com,,Salesforce
9611561,,edward elliott jt,,,ewelliott2@aol.com,,List import
10889641,Inactive Investor,John Pettis,Financial Advisor,Edward Jones Saint Peters MO 100 Piper Hill Dr,john.pettis@edwardjones.com,,Salesforce
10867459,Inactive Investor,Julie Leichtnam,Financial Advisor,Edward Jones Wabasha MN 115 Main St E,julie.leichtnam@edwardjones.com,,Salesforce
10998233,Inactive Investor,Eduardo Velasquez,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,eduardo.velasquez@primerica.com,,Salesforce
9556078,,George Peaden,,,george.peaden@saltmarshcpa.com,,List import
10801249,Inactive Investor,Brian Smith,Financial Advisor,Edward Jones Foxboro MA 30 Mechanic St,brian.smith3@edwardjones.com,,Salesforce
11220278,,Debra Fields,,,debbie@fmbwealth.com,,Other
11025934,Inactive Investor,Alberto Barajas,,PFS Investments Inc. San Antonio TX 7461 Callaghan Rd,abarajas@primerica.com,,Salesforce
10885175,Inactive Investor,Kyle Motheral,Financial Advisor,Edward Jones Lubbock TX 6102 Chicago Ave,kyle.motheral@edwardjones.com,,Salesforce
11113625,Inactive Investor,Linda Elswick-Stocker,,PFS Investments Inc. Merrillville IN 7863 Broadway,linda.elswickstocker@primerica.com,,Salesforce
159440,,Noslo Seal,,[Unknown],thecattermat1@gmail.com,,
9596413,,James Hassell,,,jdhassell@live.com,,List import
10867708,Inactive Investor,David Carter,,Cetera Advisor Networks LLC Paradise Valley AZ 7373 N Scottsdale Rd,,,Salesforce
10768231,Inactive Investor,Douglas Petno,,J.P. Morgan Securities LLC,douglas.b.petno@jpmorgan.com,,Salesforce
372911,,Shawn Aukstakalnis,,[Unknown],salvitin@gmail.com,,source
11084703,Inactive Investor,Heena Dhruv,,LPL Financial LLC Princeton NJ 281 Witherspoon St,heena.dhruv@lpl.com,,Salesforce
11089851,Inactive Investor,John Gilcrest,,"Avantax Investment Services, Inc. Littleton CO 7180 S Penrose Ct",,,Salesforce
10924332,Inactive Investor,Mitchell Morer,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,mmorer@ft.newyorklife.com,,Salesforce
352292,,Jean-Bernard Masselin,Senior Advisor,"Sandton Capital Partners, Lp",jbmasselin@sandtoncapital.com,212-444-7200,Manual List Upload
11105609,Inactive Investor,Veronique Thurston,,"Allstate Financial Services, LLC Hayward CA 21551 Foothill Blvd",veroniquethurston@allstate.com,,Salesforce
11008164,Inactive Investor,Conner Grupe,,State Farm VP Management Corp. Mankato MN 111 Star St,,,Salesforce
10843523,Inactive Investor,Manly Church,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Mystic CT 60 Willow St,mchurch@janney.com,,Salesforce
9572687,,Murali Javvaji,,,muralinarasimharao@gmail.com,,List import
10852058,Inactive Investor,Christine Stern,Financial Consultant,LPL Financial LLC Los Angeles CA 5757 Wilshire Blvd,christine.stern@lpl.com,,Salesforce
11150634,Inactive Investor,Christina Carrington,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,christina.carrington@jpmorgan.com,,Salesforce
10487711,,Barton Goodwin,"Chief Compliance Officer, Co-Founder, Manager, Managing Director","Cypress Growth Capital, LLC",bgoodwin@cypressgrowthcapital.com,,List Import
11045544,Inactive Investor,Billy Coronel,,"Parkland Securities, LLC Riverview FL Private Residence",bcoronel@parklandrep.com,,Salesforce
11020087,Inactive Investor,Eric Jostrom,Chairman;Chief Investment Officer;Trustee,"Ipswich Investment Management Company, Inc",ejostrom@ipswichinvestment.com,,Salesforce
10615596,,Marshall Burroughs,Financial Advisor,,mburroughs@rmrwealth.com,,List Import
11059343,Inactive Investor,Grant Sims,Family Wealth Strategist,TFO Wealth Partners,gsims@tfowealth.com,,Salesforce
11135524,Inactive Investor,Jeffrey Barr,,NYLIFE Securities LLC Ankeny IA 1615 SW Main St,jwbarr@ft.newyorklife.com,,Salesforce
339901,,Dan Kanivas,Managing Member,"Triple Summit Advisors, Llc",dkanivas@triplesummit.com,917-574-2670,Manual List Upload
2490333,,Md Murshid,,,murshidalam076076@gmail.com,,
11235451,Inactive Investor,Cody Martin,Member;Partner,2260 West,cody@2260west.com,,Salesforce
9582799,,kervin smith,,,drkervin@gmail.com,,List import
338231,,Brian Schmitz,Owner,"Structured Wealth Management, Inc.",bschmitz@swmmail.com,419-517-1227,Manual List Upload
10902100,Inactive Investor,Michael Schneider,,"HighTower Securities, LLC Deerfield IL 500 Lake Cook Rd",mschneider@hightoweradvisors.com,,Salesforce
373526,,jason nik,,[Unknown],jasonnik21@gmail.com,,source
10647531,,Paula Smith,,,paula.smith@schwab.com,,List Import
10762424,Inactive Investor,Judith Seaver,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,judith.seaver@ubs.com,,Salesforce
248928,,Henel Vidal,Student,N/A,henelvidal@outlook.com,,Manual List Upload
10808296,Inactive Investor,Deanna Cardenas,Financial Advisor,Edward Jones Grove City OH 3399 McDowell Rd,deanna.sierencardenas@edwardjones.com,,Salesforce
9627394,,Jen Riva,,,jriva@cambridgeadvisors.com,,List import
231491,, -,,[[Unknown]],ashishsinghalmd@gmail.com,,Direct
11024326,Inactive Investor,Lora Bucci,Investment Associate,"RBC Capital Markets, LLC Chadds Ford PA 1 Dickinson Dr",lora.bucci@rbc.com,,Salesforce
10952627,Inactive Investor,Bahram Khafajizadeh,Financial Advisor,LPL Financial LLC Oxnard CA 1921 N Oxnard Blvd,bahram.khafajizadeh@lpl.com,,Salesforce
10796252,Inactive Investor,Gregory Miller,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC East Lansing MI 2651 Coolidge Rd",gregory.e.miller@ampf.com,,Salesforce
9548316,,Jente Clercq,,,jentedeclercq98@outlook.com,,List import
9578442,,Brian Jacklin,,,jacklinb@hotmail.com,,List import
229245,,Joseph Gallagher,,Joseph Gallagher [[Unknown]],johhgals@gmail.com,,
11199676,Inactive Investor,Brian Turner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",brian.m.turner@ml.com,,Salesforce
11121867,Inactive Investor,Sean Kelly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",seankelly@ml.com,,Salesforce
10983041,Inactive Investor,Gregory Arquette,Chief Executive Officer;Founder,Tiger Mountain Capital,greg@tigermtncap.com,,Salesforce
10931186,Inactive Investor,Kevin Scaltrito,Wealth Management Consultant,Janney Montgomery Scott LLC,kscaltrito@janney.com,,Salesforce
11133801,Inactive Investor,Gregory Girdis,,TD Private Client Wealth LLC Greenville SC 200 Carolina Pkwy,gregory.girdis@td.com,,Salesforce
11013767,Inactive Investor,Mike Vasquez,,"Farmers Financial Solutions, LLC Gilbert AZ 890 W Elliot Rd",,,Salesforce
10617625,,Sumeet Gupta,,,sgupta.xlj59@primerica.com,,List Import
10896284,Inactive Investor,Thomas Dodig,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11166230,Inactive Investor,James Gossett,,"Raymond James Financial Services, Inc. Carbondale IL 509 S University Ave",rich.gossett@raymondjames.com,,Salesforce
10818543,Inactive Investor,Karel Walker,,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",karel.j.walker@wellsfargo.com,,Salesforce
10879922,Inactive Investor,Vinayak Maheshwari,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
10983960,Inactive Investor,Michael Busin,,Cetera Investment Services LLC New Castle PA 32 N Mill St,,,Salesforce
10861250,Inactive Investor,Stephanie Allen,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",stephanie.h.allen@nm.com,,Salesforce
10863707,Inactive Investor,Paul Curran,,"Raymond James Financial Services, Inc. El Campo TX 1301 N Mechanic St",paul.curran@raymondjames.com,,Salesforce
9571722,,Coli Foster,,,cfoster@virtualservice.net,,List import
10991891,Inactive Investor,Melissa Valdez,,PFS Investments Inc. Turlock CA 321 S Thor St,mvaldez@primerica.com,,Salesforce
11115568,Inactive Investor,Rene Rocamora,,PlanMember Securities Corporation Campbell CA 901 Campisi Way,,,Salesforce
11087089,Inactive Investor,Bruce Tenenbaum,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX Private Residence,btenenbaum@rockco.com,,Salesforce
2460807,,Hasan Bhai,,,chandanbarman180180@gmail.com,,
11168110,Inactive Investor,Michelle Rodriguez,Assistant Vice President;Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
11085363,Inactive Investor,Anthony Martin,,"ValMark Securities, Inc. Savannah GA 315 Commercial Dr",,,Salesforce
9600958,,Liz Cogswell,,,lcogswell@horizoninvestments.com,,List import
10965106,Inactive Investor,Caroline Fitzpatrick,Portfolio Manager,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",caroline.fitzpatrick@nm.com,,Salesforce
10487096,,Charles DiCarlo,"Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",charles.dicarlo@ml.com,,List Import
9569699,,STEPHANE DAHAN,,,exodus713@gmail.com,,List import
9575701,,Carol Sheffield,,,csheffield@perstirling.com,,List import
10828044,Inactive Investor,Amy Armstrong,,"Wells Fargo Clearing Services, LLC Kingman AZ 3940 Stockton Hill Rd",,,Salesforce
11143066,Inactive Investor,Carl Willert,Vice President,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",willertc@stifel.com,,Salesforce
11146809,Inactive Investor,Jason Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",,,Salesforce
10973088,Inactive Investor,Stephen Harms,,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,stephen.harms@thrivent.com,,Salesforce
10927403,Inactive Investor,Mackenzie Martin,,Cetera Advisor Networks LLC West Linn OR 1800 Blankenship Rd,,,Salesforce
11085769,Inactive Investor,Derek Davidson,,NYLIFE Securities LLC Ardmore PA 40 E Montgomery Ave,ddavidson@ft.newyorklife.com,,Salesforce
63040,,Chiayu Wu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",chiayu.wu@transamerica.com,425-282-1988,
11057179,Inactive Investor,Robert Sidell,Financial Advisor,LPL Financial LLC Berlin MD Private Residence,robert.sidell@lpl.com,,Salesforce
11073273,Inactive Investor,Michael Heyman,Managing Member,Heyman Investment Counseling LLC,mick.heyman@hicsd.net,,Salesforce
11180565,Inactive Investor,Quinnlan Smith,,MWA Financial Services Inc.,quinnlan.smith@modern-woodmen.org,,Salesforce
11218708,,Joseph Calvo,,,jcalvo@pressprich.com,,Other
9611471,,Mohammad Almajali,,,ceo@jordangoldenrose.com,,List import
337705,,Henry Hoffman,"Partner, Portfolio Manager, Regulatory Contact","SL Advisors, LLC",hh@sl-advisors.com,908-232-0830,Manual List Upload
10786745,Inactive Investor,Douglas Millowitz,,Goldman Sachs & Co.,douglas.millowitz@gs.com,,Salesforce
11141634,Inactive Investor,Qutasha Brewer,,PFS Investments Inc. Colton CA 1400 E Cooley Dr,qbrewer.4nbkb@primerica.com,,Salesforce
10856886,Inactive Investor,Blake Bergeron,Vice President - Investments,"Raymond James & Associates, Inc. Houma LA 7731 Park Ave",blake.bergeron@raymondjames.com,,Salesforce
11238177,Inactive Investor,Andrew Eyerman,,"Fiduciary Advisors, Inc.",aeyerman@fiduciaryadv.com,,Salesforce
11160914,Inactive Investor,Pamela Demarco,Premier Banker,"Wells Fargo Clearing Services, LLC San Rafael CA 600 Las Gallinas Ave",pamela.demarco@wellsfargo.com,,Salesforce
10802844,Inactive Investor,Justin Guerra,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Garland TX 3200 Broadway Blvd,justin.guerra@jpmorgan.com,,Salesforce
11034849,Inactive Investor,Annette Seaberg,First Vice President;Senior Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",a_seaberg@ml.com,,Salesforce
9647967,,Prakash Chandak,,,prakash.chandak@gs.com,,List import
10947394,Inactive Investor,Linli Yang,,J.P. Morgan Securities LLC Rancho Cucamonga CA 10598 Baseline Rd,linli.yang@chase.com,,Salesforce
10906379,Inactive Investor,Tom French,Financial Advisor,"Grimes & Company, Inc.",nfrench@grimesco.com,,Salesforce
10864115,Inactive Investor,Michael Caplan,Founder;Managing Member;Managing Partner;Regulatory Contact,"Invictus Private Wealth, LLC",michael.caplan@invictuspw.com,,Salesforce
10899906,Inactive Investor,Samuel Ybarra,,J.P. Morgan Securities LLC Austin TX 12858 N Hwy 183,samuel.r.ybarra@jpmorgan.com,,Salesforce
10702285,,Hannah Jaime,,,hannah.jaime@macquarie.com,,Web Form Fillout
10812077,Inactive Investor,Elridge Emery,Senior Regional Leader,PFS Investments Inc. Durham NC 2726 Croasdaile Dr,elridge.emery@primerica.com,,Salesforce
10857838,Inactive Investor,Christopher Stokes,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 6 Concourse Pkwy",chris.stokes@raymondjames.com,,Salesforce
11091250,Inactive Investor,Joseph Camper,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
10910085,Inactive Investor,Ryan Churchfield,Investment Specialist,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",ryan.churchfield@ampf.com,,Salesforce
11177716,Inactive Investor,Dale Copeman,Financial Advisor,Edward Jones Waconia MN 121 W Main St,dale.copeman@edwardjones.com,,Salesforce
10913821,Inactive Investor,Matthew Simpson,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,matthew.j.simpson@jpmorgan.com,,Salesforce
10851967,Inactive Investor,Daryl Wong,Financial Planner,"Planned Solutions, Inc.",daryl@plannedsolutions.com,,Salesforce
9638352,,Matthew Stone,,,matt.stone@inv.uchicago.edu,,List import
9598198,,Stephanie Maufroy,,,stephanie@royalfundmanagement.com,,List import
10789205,Inactive Investor,Philip Overton,Financial Planner,"Pruco Securities, LLC. Westerly RI 53 High St",philip.overton@prudential.com,,Salesforce
248964,,Jose Martin Meza,Supervisor,Brooks Brothers,jmm343@txstate.edu,,Manual List Upload
222794,,DAMONE JOHNSON,,[Unknown],dvj6169@gmail.com,,Direct
11205802,Inactive Investor,Ian Wilson,,"Prospera Financial Services, Inc. Cincinnati OH 250 W Court St",ian.wilson@prosperafinancial.com,,Salesforce
663,,,,,johnj3089@seznam.cz,,
9609713,,Lucian Hou,,,houzhonghao2012@gmail.com,,List import
10923518,Inactive Investor,Ezzeldeen Hamdan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11001601,Inactive Investor,Rachel Kulzer,,LPL Financial LLC Albany MN 641 Railroad Ave,rachel.flint@lpl.com,,Salesforce
340587,,Torben Thordsen,Partner,Proterra Investment Partners Lp,tthordsen@proterrapartners.com,612-257-7900,Manual List Upload
10915975,Inactive Investor,Andrew Kralich,,State Farm VP Management Corp. Round Rock TX 1100 Round Rock Ave,,,Salesforce
11217530,,Vincent Barretta,,,vincent.barretta@jpmorgan.com,,Other
10921454,Inactive Investor,Trish Bauman,,NYLIFE Securities LLC Linton ND 110 N Broadway St,tglass@ft.newyorklife.com,,Salesforce
11147410,Inactive Investor,John Kearney,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,john.kearney@fidelity.com,,Salesforce
9619083,,Stephen Foulke,,,sfoulke@rimrockcapital.com,,List import
11184467,Inactive Investor,Eric Douglas,Managing Member;Partner;Wealth Advisor,Family Wealth Planning Partners,eric@fwppartners.com,,Salesforce
10758583,Inactive Investor,Aaron Rowland,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",aaron_rowland@ml.com,,Salesforce
10929888,Inactive Investor,Jason Thomas,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Portfolio Design Labs, LLC",jason.thomas@portfoliolabs.com,,Salesforce
223775,,Vicki Pollitt,,[Unknown],trader49iv@gmail.com,,Direct
10957522,Inactive Investor,Austin Norville,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11233742,Inactive Investor,Eric Coelho,,Fidelity Brokerage Services LLC,,,Salesforce
10843733,Inactive Investor,Theresa Riley,Financial Advisor,LPL Financial LLC Altoona PA 1130 12th Ave,theresa.riley@lpl.com,,Salesforce
5930368,,Mildred Smith,,,hijom76509@chnlog.com,,Web Form Fillout
11018697,Inactive Investor,Alexandra Buck,,Kovack Securities Inc. Parkesburg PA 3000 E Lincoln Hwy,alexandra@kovacksecurities.com,,Salesforce
9611909,,Rémi CABRIERES,,,remi77190@hotmail.fr,,List import
9644290,,Ernesto Romero,,,ernesto@gwcopierservices.com,,List import
10614119,,James Reilly,Financial Advisor,,james.p.reilly@wellsfargoadvisors.com,,List Import
11200010,Inactive Investor,Brigid Jones-Mook,Partner;Wealth Manager,Creative Planning,brigid.mook@creativeplanning.com,,Salesforce
10929311,Inactive Investor,Spencer Schulz,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",spencer.schulz@nm.com,,Salesforce
9620413,,Felix Hartmann,,,felix@hartmann-capital.com,,List import
9572952,,Michael Liu,,,mliu@discap.com,,List import
10975817,Inactive Investor,Lauralea Pfendler,,"Raymond James Financial Services, Inc. Lexington KY 2424 Harrodsburg Rd",lauralea.pfendler@raymondjames.com,,Salesforce
11204317,Inactive Investor,Brian Weisman,Founder;President;Principal;Regulatory Contact,"Columbia Asset Management, L.L.C.",brian@columbiaasset.com,,Salesforce
9548466,,Jerry Yeast,,,jyeast@massmutual.com,,List import
10967143,Inactive Investor,Bradley Blessen,Partner;Wealth Manager,Creative Planning,bradley.blessen@creativeplanning.com,,Salesforce
9549527,,William Maxey,,,william.maxey@securitiesamerica.com,,List import
10832481,Inactive Investor,David Pedley,Founder;Managing Principal;Member,"Treetop Wealth Management, LLC",dpedley@treetopwm.com,,Salesforce
10775780,Inactive Investor,Michael Meltzer,,Tocqueville Securities L.P.,mmeltzer@tocqueville.com,,Salesforce
10796126,Inactive Investor,John Pavlinec,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Pleasant SC 941 Houston Northcutt Blvd,john.pavlinec@ubs.com,,Salesforce
11212351,Inactive Investor,Christopher Baggini,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.baggini@jpmorgan.com,,Salesforce
10963394,Inactive Investor,Pablo Zaragoza,,"Wells Fargo Clearing Services, LLC Bakersfield CA 5401 California Ave",pablo.zaragoza@wfadvisors.com,,Salesforce
10982277,Inactive Investor,Andrew Lind,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",lind.andrew@principal.com,,Salesforce
9590285,,Adrienne Millett,,,owenj123@aol.com,,List import
11126955,Inactive Investor,Todd Haynes,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",todd.haynes@rbc.com,,Salesforce
8514825,,Misty Radcliffe,,,mistyroxannradcliffe@gmail.com,,Web Form Fillout
10946084,Inactive Investor,Andre Alexander,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",andre.alexander@nm.com,,Salesforce
10951282,Inactive Investor,Tyson Schmitt,,"AE Financial Services, LLC Topeka KS 4125 SW Gage Center Dr",,,Salesforce
10755087,Inactive Investor,Karen Burke,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",karen.burke@ml.com,,Salesforce
10868469,Inactive Investor,David Hunt,Senior Vice President,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
9548674,,James Horne,,,preston.horne3@gmail.com,,List import
241424,Inactive Investor,Kevin Nolan,,Essex Financial Services,kevin.nolan@essexfinancialservices.com,(475) 888-9041,Database Upload
9591816,,Roberta Smith,,,rjs@matrixplanning.com,,List import
10505874,,Matthew Etter,President,Signet,metter@signetfm.com,800-390-2755,List import
10658231,,Joel Callahan,,,joel.p.callahan@chase.com,,List Import
225546,, -,,[[Unknown]],michaelposner@yahoo.com,,Initial Salesforce Import
11111921,Inactive Investor,Heather Scearce,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",heather.scearce@ml.com,,Salesforce
9604552,,Orcun Calikoglu,,,orcun.calikoglu@gmail.com,,List import
11160134,Inactive Investor,Louise Mussell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",louise.mussell@ml.com,,Salesforce
10805411,Inactive Investor,Daniel Johnson,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Jacksonville FL 4887 Belfort Rd,dan.johnson@thrivent.com,,Salesforce
10999579,Inactive Investor,Curtis Meyer,,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
9606716,,Paul Wilkins,,,paulswilkins@hotmail.com,,List import
10996959,Inactive Investor,Alexander Acosta,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
9630165,,M G,,,mgohil95@gmail.com,,List import
9610308,,wei zhao,,,zhaowei80@vip.sina.com,,List import
11088441,Inactive Investor,Geoffrey Wharton,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1051 Perimeter Dr",geoffrey.t.wharton@ampf.com,,Salesforce
10872162,Inactive Investor,Michael Huisman,Financial Advisor,Edward Jones Waterloo IA 1730 W Ridgeway Ave,michael.huisman@edwardjones.com,,Salesforce
9579986,,Stephen Lynch,,,sclynch@unitedplanners.com,,List import
11170025,Inactive Investor,Kennedy Sherles,,J.P. Morgan Securities LLC Marco Island FL 103 S Barfield Dr,kennedy.sherles@chase.com,,Salesforce
9551749,,Chloe Deng,,,cdeng@tower-research.com,,List import
10871967,Inactive Investor,Todd Trexler,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",todd.trexler@nm.com,,Salesforce
10487031,,Sarah Faltot,Vice President,J.P. Morgan Securities LLC,rebecca.faltot@jpmorgan.com,,List Import
10401186,,Kimberly Macdonald,,,kmmac88@yahoo.com,,Web Form Fillout
10918443,Inactive Investor,Edward Downey,Chief Compliance Officer;Financial Advisor;Managing Member;President,"DFG Wealth Management, LLC",,,Salesforce
9575849,,Ronald Knipping,,,ron.knipping@rehmann.com,,List import
11067884,Inactive Investor,Christopher Boland,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,bud.boland@corient.com,,Salesforce
11135660,Inactive Investor,Omar Warren,,Fidelity Brokerage Services LLC,,,Salesforce
9546626,,Rachel Baroma,,,rachel.baroma@valic.com,,List import
10613819,,David Rosegarten,"Financial Advisor, Managing Director - Wealth Management",,david.rosegarten@ubs.com,,List Import
371102,,Gary Cardone,,United States,garycardone@gmail.com,,Salesforce
11105903,Inactive Investor,Donald Gregory,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Boston MA 33 Arch St",dgregory@tiaa-cref.org,,Salesforce
10619227,,Dana Delance,,,dana.delance@marinerwealthadvisors.com,,List Import
10986503,Inactive Investor,Michael Ford,,J.P. Morgan Securities LLC Kansas City MO 8435 N Booth Ave,,,Salesforce
10993335,Inactive Investor,Daniel Gaster,,Key Investment Services LLC Greensburg PA 6084 State Rte 30,daniel.gaster@key.com,,Salesforce
11191627,Inactive Investor,David Finby,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",david_finby@ml.com,,Salesforce
148921,,Tamir Ka,,[Unknown],rkmarket56@gmail.com,,
11115831,Inactive Investor,Janet Smart,,"Farmers Financial Solutions, LLC Batesville AR 3242 Harrison St",,,Salesforce
9549845,,Sameer Bhasin,,,sameer@valuepointcapital.com,,List import
10467036,,Yusbel Sanchez,,,joel.snchz@live.com,,Web Form Fillout
11231641,Inactive Investor,Carter Nelson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Douglasville GA 6976 Douglas Blvd",,,Salesforce
342410,,Cindy Mcclay,Senior Financial Planning Assistant,Investment Advisory Group Llc,cindymcclay@iagadvisors.com,781-826-1235,Manual List Upload
11216991,,Philip Fabrizio,,,philip.fabrizio@equitable.com,,Other
11111823,Inactive Investor,Ryan Kneipper,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,ryan.kneipper@ubs.com,,Salesforce
11110611,Inactive Investor,Jerry Pinilla,,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",jerry.pinilla@wellsfargoadvisors.com,,Salesforce
11053735,Inactive Investor,Frank Magri,,"Farmers Financial Solutions, LLC Park Ridge IL 100 Higgins Rd",fmagri@farmersagent.com,,Salesforce
11128881,Inactive Investor,Nathaniel Owen,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
9646762,,Sameen Ali,,,sameenali128@gmail.com,,List import
10927208,Inactive Investor,Jessica Hettick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10858934,Inactive Investor,Gina Betti,Financial Advisor,Edward Jones Akron OH 822 Kumho Dr,,,Salesforce
11000900,Inactive Investor,Alex Lazaro Urena,,J.P. Morgan Securities LLC Yonkers NY 410 S Broadway,alex.lazaro-urena@jpmorgan.com,,Salesforce
9620349,,Sean McNally,,,sfmcnally@gmail.com,,List import
11238740,Inactive Investor,Will Scherer,,ARK Invest,wscherer@ark-invest.com,,Salesforce
11038847,Inactive Investor,Brendan Breslow,ETF Analyst,"Zacks Investment Management, Inc.",,,Salesforce
11155538,Inactive Investor,Tyler Sweigart,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11024125,Inactive Investor,Silver Sibert,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
9620773,,lee j,,,lhj00322@naver.com,,List import
9632924,,Valerie Stauffer,,,stauftek@gmail.com,,List import
1910036,,Jiggs Jiggs,,,kwahmba@outlook.com,,
349199,,John Spilman,Managing Member,Union Grove Venture Partners,js@uniongrovevp.com,866-491-8550,Manual List Upload
11160314,Inactive Investor,Kyle Beerbohm,,NYLIFE Securities LLC Covington LA 614 E Boston St,kbeerbohm@ft.newyorklife.com,,Salesforce
10822864,Inactive Investor,Brett Bidwell,Director;Senior Vice President;Vice President,C.M.Bidwell & Associates Ltd,,,Salesforce
10989902,Inactive Investor,Arthur Romano,Chief Compliance Officer,Forefront Wealth Management,art@4frontwm.com,,Salesforce
7355,, -,,[[Unknown]],wtrent2@roadrunner.com,,Direct
11053677,Inactive Investor,Claudel Seide,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,claudel.seide@primerica.com,,Salesforce
9621207,,Daniel Baskin,,,daniel.baskin@wellsfargo.com,,List import
11136548,Inactive Investor,Michael Rudkin,Complex Risk Officer,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,michael.rudkin@morganstanley.com,,Salesforce
10962805,Inactive Investor,Nicholas Kelch,Financial Advisor,Edward Jones Savage MN 8766 Egan Dr,nicholas.kelch@edwardjones.com,,Salesforce
10753972,Inactive Investor,James Sandager,,LPL Financial LLC West Des Moines IA 1055 Jordan Creek Pkwy,james.sandager@lpl.com,,Salesforce
11167481,Inactive Investor,Ray Peck,Senior Vice President - Investments,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",ray.peck@raymondjames.com,,Salesforce
10836141,Inactive Investor,Ross Pearlman,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,ross.pearlman@morganstanley.com,,Salesforce
11039346,Inactive Investor,Gail Stalarow,Director - Alternative Investments;Financial Advisor;Lending Specialist;Senior Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,gail.stalarow@morganstanley.com,,Salesforce
11206903,Inactive Investor,Michael Santoro,,LPL Financial LLC Long Beach CA 301 E Bixby Rd,michael.santoro@lpl.com,,Salesforce
10637595,,Collins Mwita,,,collinsgachie9@gmail.com,,Web Form Fillout
9583666,,Carlos Jimenez,,,jimenezbenjamin15@gmail.com,,List import
11149918,Inactive Investor,Daniel Malyuk,,Cetera Investment Services LLC Meadville PA 837 Park Ave,,,Salesforce
10831537,Inactive Investor,Joseph Giordano,,LPL Financial LLC Rochester MI Private Residence,joseph.giordano@lpl.com,,Salesforce
10840231,Inactive Investor,Melinda Russell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Meridian MS 1122 22nd Ave",michelle.m.russell@ml.com,,Salesforce
10965878,Inactive Investor,Hunter Griggs,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11147552,Inactive Investor,Stephen Duhn,Client Service Associate,Morgan Stanley Middleton WI 8215 Greenway Blvd,,,Salesforce
10900537,Inactive Investor,Kelly Wilson,Financial Advisor,Edward Jones Auburn AL 660 N College St,kelly.r.wilson@edwardjones.com,,Salesforce
3803685,,rahim khoshbakht,,,rkhgh2021@gmail.com,,Web Form Fillout
9636851,,Mona Edwards,,,mona@zimmermanwealth.com,,List import
10880882,Inactive Investor,Bridget Grimes,Co-Founder;President,"Equita Financial Network, Inc. San Diego CA Private Residence",bridget@methodfinancialplanning.com,,Salesforce
334125,,Sabine Koenig,"Secretary, Treasurer","Martin Nelson & Co., Inc.",skoenig@martinnelsonco.com,206-682-6261,Manual List Upload
11211887,Inactive Investor,William Trawick,Financial Advisor,"Ameriprise Financial Services, LLC Palm Coast FL 10 Florida Park Dr N",eric.trawick@ampf.com,,Salesforce
11229584,Inactive Investor,Timothy Carroll,Financial Representative,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",,,Salesforce
11114497,Inactive Investor,Jennifer Kehler,Portfolio Associate,Morgan Stanley Seattle WA 601 Union St,jennifer.kehler@morganstanley.com,,Salesforce
9585226,,John Lio,,,thp.john@yahoo.com,,List import
10770513,Inactive Investor,James Harlow,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roanoke VA 3130 Chaparral Dr",james.a.harlow@ampf.com,,Salesforce
11071652,Inactive Investor,Alicia Mustain,,"J.W. Cole Financial, Inc. Boca Raton FL 433 Plaza Real",,,Salesforce
9611163,,Mark Ogino,,,forums.ogino@gmail.com,,List import
11213347,Inactive Investor,Grant Garvin,,Fidelity Brokerage Services LLC,grant.garvin@fmr.com,,Salesforce
9559045,,Rhonda Parker,,,rhonda.parker@53.com,,List import
9647071,,Philip Stringfellow,,,philnurse42@protonmail.com,,List import
9639360,,Jennifer Diogo,,,jdiogo@brrh.com,,List import
11008510,Inactive Investor,Parks Avery,,Commonwealth Financial Network Newnan GA 21 Lagrange St,pavery@commonwealth.com,,Salesforce
11178275,Inactive Investor,Crystal Notson,,"Farmers Financial Solutions, LLC Olympia WA 822 Sleater Kinney Rd NE",cnotson@farmersagent.com,,Salesforce
10819656,Inactive Investor,Christopher George,Regional Vice President,PFS Investments Inc. Watsonville CA 3 Hangar Way,christopher.george@primerica.com,,Salesforce
11167353,Inactive Investor,Javier Rodriguez,Financial Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,javier.a.rodriguez@morganstanley.com,,Salesforce
243769,,Nicholas Dodds,"Director, Wealth Solutions",Envestnet,nicholas.dodds@envestnet.com,14849955687,Manual List Upload
10752715,Inactive Investor,Kerrick Keenan,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Charleston SC 126 7 Farms Dr",kerrick.keenan@firstcitizens.com,,Salesforce
10965458,Inactive Investor,Christian Brown,,Edward Jones Media PA 323 W State St,,,Salesforce
11068204,Inactive Investor,Adam Jakes,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Wayzata MN 1907 Wayzata Blvd",adam.jakes@ampf.com,,Salesforce
10883650,Inactive Investor,Christine Sjoblom,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 888 SE 3rd Ave",,,Salesforce
11201090,Inactive Investor,Andrew Molnar,Analyst;Director;Owner,Thor Wealth Management Inc,,,Salesforce
10825181,Inactive Investor,James Arrison,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",james_arrison@ml.com,,Salesforce
10918635,Inactive Investor,William Winkler,,"Cambridge Investment Research, Inc. Langhorne PA 602 Corporate Dr W",,,Salesforce
10489323,,Laura Retta,"Senior Client Associate, Senior Client Service Associate",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,laura.retta@ubs.com,469-440-0530,List Import
9635218,,David Buckeridge,,,dbuckeridge@paineschwartz.com,,List import
9551439,,Arvind Bhaskar,,,bhaskar@darsana.com,,List import
11076153,Inactive Investor,Nicole Andres,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nicole.primack@ml.com,,Salesforce
1001214,Inactive Investor,Sam Ellis,,Thomson Instrument,sam.inv.ellis@gmail.com,,3rd Party Lead Gen
9586228,,Kevin Mccabe,Senior Program Manager,Fisher Investments,k.mccabe@fi.com,,List import
11029924,Inactive Investor,Mohammed Moalawi,,NYLIFE Securities LLC New York NY 285 Fulton St,mmoalawi@ft.newyorklife.com,,Salesforce
11076762,Inactive Investor,K Batchelor,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Manager,Entasis Asset Management LLC,bob@entasisam.com,,Salesforce
10957454,Inactive Investor,Erin Swim,Senior Regional Leader,PFS Investments Inc. Houston TX 738 Hwy 6 S,erin.swim@primerica.com,,Salesforce
11005275,Inactive Investor,Cameron Carlson,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9555522,,Ovidiu Schiopu,,,oschiopu@ncpim.com,,
9645469,,Kent Rohrbach,,,krohrbach69@gmail.com,,List import
11036119,Inactive Investor,Kyndal Martin,Associate Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",kyndal.martin@ampf.com,,Salesforce
9604461,,Rex Schilgen,,,rschilgen@levywealth.com,,List import
10832350,Inactive Investor,Jon Rees,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jon.j.rees@ampf.com,,Salesforce
11178685,Inactive Investor,Craig Rose,,Interactive Brokers Corp.,crose@interactivebrokers.com,,Salesforce
11182223,Inactive Investor,Quinton Pisciotta,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",quinton.pisciotta@tiaa.org,,Salesforce
10860066,Inactive Investor,Christopher Castellanos,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",christopher.castellanos@nm.com,,Salesforce
10793009,Inactive Investor,Michael Hoffmann,Financial Advisor,"Ameriprise Financial Services, LLC York PA 3995 E Market St",michael.j.hoffmann@ampf.com,,Salesforce
11049332,Inactive Investor,Adrienne Natan,,"FMSbonds, Inc.",anatan@fmsbonds.com,,Salesforce
10797360,Inactive Investor,Matthew Gold,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",matthew_gold@ml.com,,Salesforce
119406,,Jeffrey Haugse,,"Principal Securities, Inc.",haugse.jeff@principal.com,319-730-1018,
11145591,Inactive Investor,Debra Gebo,,Morgan Stanley Westport CT 500 Post Road E,debra.gebo@morganstanley.com,,Salesforce
9619155,,Venkatesh Duvvuri,,,venka.duvvuri@citadel.com,,List import
11221993,,Jake Babiuk,,,jbabiuk@wealthenhancement.com,,List Import
11147716,Inactive Investor,Frank Weiss,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,frank.weiss@fidelity.com,,Salesforce
10799152,Inactive Investor,Jeffrey Weeast,Financial Advisor,Edward Jones Santa Fe NM 510 N Guadalupe St,jeff.weeast@edwardjones.com,,Salesforce
9589816,,Omar Mubarak,,,omar.mubarak@gmail.com,,List import
11072289,Inactive Investor,John Araneo,,"Sanctuary Securities, Inc. Jersey City NJ 30 Montgomery St",jaraneo@sanctuarywealth.com,,Salesforce
10961770,Inactive Investor,Ross Champagne,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lafayette LA 1921 Kaliste Saloom Rd",ross.champagne@wfafinet.com,,Salesforce
11222654,,David Giunta,,,david.giunta@ngam.natixis.com,,List Import
10876260,Inactive Investor,Michelle Sager,Financial Advisor,"Ameriprise Financial Services, LLC Kirkland WA 340 4th St",michelle.a.sager@ampf.com,,Salesforce
11077074,Inactive Investor,John Hayhurst,,J.P. Morgan Securities LLC Fremont CA 38980 Fremont Blvd,,,Salesforce
11042109,Inactive Investor,Randolph Pagaduan,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",randolph.pagaduan@schwab.com,,Salesforce
9541443,,steve gorman,,,steve.a.gorman@gmail.com,,List import
11129162,Inactive Investor,Jake Coraggio,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jake.coraggio@jpmorgan.com,,Salesforce
10904507,Inactive Investor,Daniel Dillard,Founder,Nest Financial LLC Austin TX 5323 Levander Loop,dan@nestfinancial.net,,Salesforce
10851710,Inactive Investor,James Laqua,,"Raymond James Financial Services, Inc. Williston ND 223 Main St",james.laqua@raymondjames.com,,Salesforce
10911421,Inactive Investor,Dina Fargalla,Registered Administrative Associate,LPL Financial LLC Newport Beach CA 5000 Birch St,dina.fargalla@lpl.com,,Salesforce
11181722,Inactive Investor,Victoria Brunner,Senior Registered Associate,Morgan Stanley Sheboygan WI 2124 Kohler Memorial Dr,victoria.brunner@morganstanley.com,,Salesforce
10890374,Inactive Investor,Matthew Roche,Associate Banker,Citigroup Global Markets Inc.,matt.roche@citi.com,,Salesforce
9638633,,Randy McKinney,,,krmckinn@samford.edu,,List import
11015496,Inactive Investor,Morgan Besterman,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",morgan.besterman@nm.com,,Salesforce
11232432,Inactive Investor,Susheel Vishwa,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,svishwa@primerica.com,,Salesforce
11042383,Inactive Investor,Donald Mallow,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",donald.mallow@prudential.com,,Salesforce
9633063,,Anderson de Alencar Pinto,,,anderson.alencar.adv@gmail.com,,List import
9585707,,MOCH RIZAL,,,mochrizal2332@gmail.com,,List import
10930448,Inactive Investor,Jonathan Rawlings,,"Prospera Financial Services, Inc. Dallas TX 5956 Sherry Ln",jonathan.rawlings@prosperafinancial.com,,Salesforce
10915327,Inactive Investor,Richard Bardue,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lake Stevens WA 9623 32nd St SE",rich.bardue@wfafinet.com,,Salesforce
11221989,,Steven Mcgowan,,,smcgowan@wealthenhancement.com,,List Import
10944227,Inactive Investor,Amy Barndollar,President,PurePath Wealth Management,,,Salesforce
10824403,Inactive Investor,Michel Legrand,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",michel.legrand@nm.com,,Salesforce
9555896,,Matthew Powers,,,matt@powersinvest.com,,List import
11263527,,[Unknown],,,paul.abdenhour@mtyale.com,,Web Form Fillout
11154889,Inactive Investor,Ingrid Jolowsky,,State Farm VP Management Corp. Hibbing MN 312 E Howard St,,,Salesforce
10990953,Inactive Investor,Heath Koester,,LPL Financial LLC Providence RI 50 Kennedy Plz,heath.koester@lpl.com,,Salesforce
11140951,Inactive Investor,Stacey Blodgett,,Cetera Advisors LLC Concord NH 46 S Main St,stacey.blodgett@ceteraadvisors.com,,Salesforce
9626144,,Jimmy Grays,,,jag8864@yahoo.com,,List import
10766263,Inactive Investor,Linda Walker,Financial Advisor,LPL Financial LLC Long Beach CA 1 World Trade Ctr,linda.walker@lpl.com,,Salesforce
10864839,Inactive Investor,Kenneth Herberger,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,kenneth.herberger@primerica.com,,Salesforce
9540382,,David Jacobs,,,david.jacobs@guggenheimpartners.com,,List Import
10998996,Inactive Investor,Anu Chopra Lanagan,,LPL Financial LLC Burbank CA 3808 W Riverside Dr,anu.chopra-lanagan@lpl.com,,Salesforce
11169716,Inactive Investor,David Schwartz,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",dschwartz@fmsbonds.com,,Salesforce
11124136,Inactive Investor,Simon Lui,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",simon.lui@ml.com,,Salesforce
10867563,Inactive Investor,Rachel Meyer,Financial Advisor,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,rachel@bergerfinancial.com,,Salesforce
11044100,Inactive Investor,Christopher Scott,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,christopher.scott@ceterainvestors.com,,Salesforce
10754450,Inactive Investor,Jessica Barger,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",jessica.barger@ml.com,,Salesforce
9646838,,Elizabeth Knope,,,eak@capital-prospects.com,,List import
11014535,Inactive Investor,Adam Alfaqeeh,,Country Capital Management Company Salem OR 1291 Wallace Rd NW,adam.alfaqeeh@countryfinancial.com,,Salesforce
10888391,Inactive Investor,Leonardo Aguilar,,LPL Financial LLC Glendale CA 330 N Brand Blvd,leonardo.aguilar@lpl.com,,Salesforce
10998274,Inactive Investor,Victoria Henry,Relationship Manager,"West Financial Services, Inc.",vhenry@westfinancial.com,,Salesforce
11124028,Inactive Investor,Philip Simmons,Financial Advisor,LPL Financial LLC Melville NY 445 Broadhollow Rd,philip.simmons@lpl.com,,Salesforce
10994665,Inactive Investor,Andrew Schorr,,Advisory Services Network Port Orange FL 4240 S Ridgewood Ave,,,Salesforce
10923342,Inactive Investor,Michael Bennett,Financial Advisor,LPL Financial LLC Salt Lake City UT 488 E Winchester St,,,Salesforce
11254342,Inactive Investor,Alicia Buchanan,,PFS Investments Inc. Findlay OH 1318 N Main St,,,Salesforce
11108524,Inactive Investor,Michael Ormond,Financial Advisor,PNC Investments Sparta NJ 19 Mohawk Ave,michael.ormond@pnc.com,,Salesforce
346355,,Stephen Mandel,Managing Director,Lone Pine Capital Llc,smandel@lpcap.com,203-618-1400,Manual List Upload
9566421,,Stephen Gingerella,,,sgingerella@commonwealth.com,,List import
10897382,Inactive Investor,Charles Griffiths,Financial Associate,Thrivent Investment Management Inc. Rockwall TX 1892 Tahoe Dr,charles.griffiths@thrivent.com,,Salesforce
10656644,,Michael Johnson,,,michael.x2.johnson@jpmorgan.com,,List Import
9555515,,David Berkowitz,,,dberkowitz@lfg.com,,
10832013,Inactive Investor,Michael Combs,Regional Supervisory Principal,LPL Financial LLC Alexandria KY Private Residence,michael.combs@lpl.com,,Salesforce
10998151,Inactive Investor,Cassandra Harris,,PFS Investments Inc. Fort Valley GA 904 Knoxville St,,,Salesforce
11200443,Inactive Investor,Kathryn Edmunds,Regulatory Contact;Vice President,"The Renn Wealth Management Group, Inc. Atlanta GA 3535 Piedmont Rd NE",kedmunds@rennwealth.com,,Salesforce
11142277,Inactive Investor,Michael Balster,Financial Professional,LPL Financial LLC Durango CO 484 Turner Dr,mike.balster@lpl.com,,Salesforce
11088158,Inactive Investor,Edward O'Gorman,Chief Executive Officer;Managing Partner,River Wealth Advisors LLC,eogorman@riverwealthadvisors.com,,Salesforce
10959027,Inactive Investor,Lauren Coletto,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10853922,Inactive Investor,Stephen Nitz,,"Steward Partners Investment Solutions, LLC Andover MA 300 Brickstone Sq",,,Salesforce
10860856,Inactive Investor,Jason Ayars,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Miami Beach FL 1901 Alton Rd",jason.j.ayars@wellsfargo.com,,Salesforce
10960965,Inactive Investor,Mickenzie Koon,,Edward Jones Escanaba MI 2713 N Lincoln Rd,mickenzie.romps@edwardjones.com,,Salesforce
10861009,Inactive Investor,Mary Lott,Member,"Cropsey Asset Management, LLC",,,Salesforce
10863153,Inactive Investor,Clayton Runzo,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10915382,Inactive Investor,Siu Cheung,,"Transamerica Financial Advisors, Inc Laurel MD 14203 Park Center Dr",siu.cheung@transamerica.com,,Salesforce
9628606,,Norman LYONS SR,,,ennyg@comcast.net,,List import
10876576,Inactive Investor,Helle Skog-Allen,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,helle.skog-allen@jpmorgan.com,,Salesforce
11149445,Inactive Investor,Michael Magruder,Managing Director;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",michael.magruder@raymondjames.com,,Salesforce
11091722,Inactive Investor,William Gallagher,Financial Advisor,Commonwealth Financial Network Kennett Square PA 100 Old Forge Ln,wgallagher@commonwealth.com,,Salesforce
68959,,Calvin Chung,Associate,"MML Investors Services, LLC",cchung@massmutual.com,312-600-0128,
9604387,,Charles Cheney,,,ccheney@mgclaw.com,,List import
10983299,Inactive Investor,Danny Peacock,,"IFP Securities, LLC",danny.peacock@ifpartners.com,,Salesforce
10927991,Inactive Investor,Steven Chartier,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11176518,Inactive Investor,Marc Raymundo,Financial Advisor,Edward Jones Norco CA 1161 Hidden Valley Pkwy,marc.raymundo@edwardjones.com,,Salesforce
9558911,,Pedro Ortigao,,,poc@magnify.partners,,List import
9580325,,Han Nguyen,,,teresaoftheworld@gmail.com,,List import
10941068,Inactive Investor,Dale Jackson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11029527,Inactive Investor,Chukwuemeka Ifemesia,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",chukwuemeka.ifemesia@nm.com,,Salesforce
11005451,Inactive Investor,Christina Vasquez,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,cvasquez@primerica.com,,Salesforce
11066788,Inactive Investor,Paul Cantor,Chief Compliance Officer;Director;Founder;President;Stockholder,"Beech Hill Advisors, Inc",pcantor@bh-adv.com,,Salesforce
10909193,Inactive Investor,Alan Schreiner,Senior Investment Advisory Consultant,Edward Jones Saint Louis MO 4501 Telegraph Rd,alan.schreiner@edwardjones.com,,Salesforce
11125571,Inactive Investor,Trevor Conti,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",trevor.conti@nm.com,,Salesforce
10921392,Inactive Investor,Jeffrey Wright,,"Cambridge Investment Research, Inc. Montgomery AL 4137 Carmichael Rd",,,Salesforce
10861262,Inactive Investor,Lynnette Olson,,LPL Financial LLC Davenport IA 4500 E 53rd St,lynnette.olson@lpl.com,,Salesforce
10762486,Inactive Investor,Alan Crumley,Co-Branch Manager,"Stifel, Nicolaus & Company, Incorporated Gainesville GA 212 Green St NE",,,Salesforce
10487314,,William Jackman,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,bill.jackman@ubs.com,,List Import
11128409,Inactive Investor,Scott Brown,,"Cherry Tree & Associates, LLC",sbrown@cherrytree.com,,Salesforce
10921019,Inactive Investor,Sarah Loe,Specialist,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,mloe@rwbaird.com,,Salesforce
10792734,Inactive Investor,Theodore Mortonson,,Robert W. Baird & Co. Incorporated,tmortonson@rwbaird.com,,Salesforce
10983904,Inactive Investor,Mark Struthers,Investment Advisor,"Sona Wealth, Sona Wealth Management, Sona Wealth Advisors Chanhassen MN 7600 Walnut Curv",mark.struthers@sonafinancial.com,,Salesforce
10960524,Inactive Investor,Michael Hennessy,,NYLIFE Securities LLC Newtown Square PA 3732 W Chester Pike,mkhennessy@ft.newyorklife.com,,Salesforce
11231078,Inactive Investor,Tyler Scott,Financial Advisor,LPL Financial LLC Kennewick WA 8905 W Gage Blvd,tyler@cswsteam.com,,Salesforce
10807696,Inactive Investor,John Ruppel,Financial Advisor;Registered Principal,"Ameriprise Financial Services, LLC Toledo OH 6011 Renaissance Pl",john.e.ruppel@ampf.com,,Salesforce
10818230,Inactive Investor,Brett Wood,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",brett.wood@tiaa.org,,Salesforce
10909959,Inactive Investor,Chunan Chen,,CIBC World Markets Corp.,,,Salesforce
350670,,Brent Kulman,"Director, Business Development","Five Points Capital, Inc.",bkulman@fivepointscapital.com,336-733-0350,Manual List Upload
11188278,Inactive Investor,Henry Crosby,,"HighTower Securities, LLC Huntsville AL 200 Clinton Ave W",mcrosby@hightoweradvisors.com,,Salesforce
11056026,Inactive Investor,Catherine Lafee,Senior Relationship Manager,"Laffer Tengler Investments, Inc. Paradise Valley AZ 6730 N Scottsdale Rd",clafee@laffertengler.com,,Salesforce
11101082,Inactive Investor,Misty Garza,Financial Advisor;Vice President,"Bogart Wealth, LLC Houston TX 820 Gessner Rd",mgarza@bogartwealth.com,,Salesforce
212354,,Badis O.,,[Unknown],obadis@gmail.com,,Event
10961272,Inactive Investor,Kathryn Vickers,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11173699,Inactive Investor,Christopher Scott,Senior Vice President;Wealth Management Advisor,"Raymond James & Associates, Inc. Buffalo NY 6580 Main St",christopher_j_scott@ml.com,,Salesforce
9553322,,Matthew Miller,,,bone1535@yahoo.com,,List import
10887880,Inactive Investor,Kimberly Dale,,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",,,Salesforce
11231723,Inactive Investor,Andrea Paton,,Fidelity Brokerage Services LLC,,,Salesforce
10913223,Inactive Investor,Jason Danheiser,Relationship Manager,Key Investment Services LLC Tonawanda NY 1930 Niagara Falls Blvd,jason_d_danheiser@keybank.com,,Salesforce
11097072,Inactive Investor,Michael Mcniven,Senior Vice President;Shareholder,Cumberland Advisors,michael.mcniven@cumber.com,,Salesforce
222876,,Michael Le,,[Unknown],mickeyle3@gmail.com,,Direct
10833321,Inactive Investor,Elexis Winbush,Account Review Specialist,Morgan Stanley Columbus OH 4343 Easton Cmns,elexis.winbush@morganstanley.com,,Salesforce
11076865,Inactive Investor,Buddy Pool,,"Horace Mann Investors, Inc. Midland TX 602 N Baird St",buddy.pool2@horacemann.com,,Salesforce
9593392,,Sheng Zhao,,,s-zhao@harvard.edu,,List import
10853277,Inactive Investor,Jeffrey Mosseri,,Four Points Capital Partners LLC New York NY 99 Park Ave,jmosseri@axiomcapital.com,,Salesforce
9558412,,Darrell Brown,,,darrell.brown@suntrust.com,,List import
11152423,Inactive Investor,Wayne Tanaka,Financial Professional,"MML Investors Services, LLC Honolulu HI 1001 Bishop St",wtanaka@financialguide.com,,Salesforce
233308,,Stephanie Rangel -,,Stephanie Rangel [[Unknown]],srangel186@yahoo.com,,Direct
11000716,Inactive Investor,Francisco Tellez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,francisco.tellez@jpmorgan.com,,Salesforce
9590063,,Edgar Francisco Valencia Montiel,,,ef.vamo@gmail.com,,List import
10919447,Inactive Investor,Bradley Scott,Financial Representative;Investment Advisor,LPL Financial LLC Mansfield TX 215 E Debbie Ln,,,Salesforce
10999749,Inactive Investor,Steven Paige,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,stevenpaige@statefarm.com,,Salesforce
11198292,Inactive Investor,Daniel Lei,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,daniel.lei@jpmorgan.com,,Salesforce
351241,,Eojin Lee,Vice President,"High Road Capital Partners, Llc",elee@highroadcap.com,212-554-3265,Manual List Upload
11023565,Inactive Investor,Steven Price,,"Allstate Financial Services, LLC Irmo SC 10628 Broad River Rd",,,Salesforce
10896187,Inactive Investor,Jonathan Desautels,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,jonathan.desautels@fidelity.com,,Salesforce
10828829,Inactive Investor,Sara Farner,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,sara.farner@morganstanley.com,,Salesforce
11022061,Inactive Investor,Megan Cosgrove,Senior Associate,Neuberger Berman BD LLC,megan.cosgrove@nb.com,,Salesforce
10774923,Inactive Investor,Juan Ramirez,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Reseda CA 18400 Sherman Way",juan.l.ramirez@wellsfargo.com,,Salesforce
64151,,Ed Coleman,"Financial Advisor, Financial Services Representative","Principal Securities, Inc.",coleman.ed@principal.com,515-246-4056,
11003049,Inactive Investor,Matthew Voelker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",matthew.voelker@ml.com,,Salesforce
10915470,Inactive Investor,Harold Ryley,Financial Services Professional,"MML Investors Services, LLC Bettendorf IA 2550 Middle Rd",hryley@financialguide.com,,Salesforce
11088932,Inactive Investor,Whitney Bates,Senior Investment Analyst,"Cornerstone Advisors Asset Management, LLC",wbates@cornerstone-companies.com,,Salesforce
10824341,Inactive Investor,Timothy Smith,Financial Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",tsmith@massmutual.com,,Salesforce
11051398,Inactive Investor,Justin Read,Chief Financial Officer,PracticeCFO Investments,justin@practicecfo.com,,Salesforce
10648150,,Michael Dejager,,,mike@titlecardcapital.com,,List Import
227796,, -,,[[Unknown]],chan.lj@gmail.com,,
10831764,Inactive Investor,Cynthia Ward,Senior Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",cynthia.ward@wellsfargoadvisors.com,,Salesforce
10963100,Inactive Investor,Meera Meyer,Advisor;Chief Compliance Officer;Financial Planner;President,Life.Money.Balance.,meera@lifemoneybalance.com,,Salesforce
10951081,Inactive Investor,Rob Mathes,,"Allstate Financial Services, LLC Denver CO 2373 Central Park Blvd",robmathes@allstate.com,,Salesforce
10941315,Inactive Investor,Daniel Lancia,,Park Avenue Securities LLC,daniel_lancia@glic.com,,Salesforce
11091202,Inactive Investor,Donald Boyd,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Boulder CO 1801 13th St,lawrie.boyd@ubs.com,,Salesforce
9602766,,fabricio nagao,,,fabricio.nagao@foxbit.com.br,,List import
217863,,Oliver Araque Noriega,,[Unknown],oliver.d.araque@gmail.com,,
10943814,Inactive Investor,Dylan Adams,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10823753,Inactive Investor,Mark Matrone,,"Osaic Wealth, Inc. Plymouth MA 50 Resnik Rd",mmatrone@royalaa.com,,Salesforce
10851239,Inactive Investor,Derek Roy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9619193,,S B,,,zawip@youmails.online,,List import
10505891,,michael mcknight,registered representative/financial advisor,MMLIS,mmcknight@greaterpacificsolutions.com,7149204917,List import
3400496,,Volker Meisterjahn,,,volker.meisterjahn@gmail.com,,Web Form Fillout
11128963,Inactive Investor,Derek Meyers,,J.P. Morgan Securities LLC San Jose CA 1725 Saratoga Ave,derek.meyers@jpmorgan.com,,Salesforce
10894547,Inactive Investor,Edward Scull,,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,edward.scull@morganstanley.com,,Salesforce
10775322,Inactive Investor,Joseph Hauer,,Janney Montgomery Scott LLC Lutherville Timonium MD 2328 W Joppa Rd,jhauer@janney.com,,Salesforce
11187795,Inactive Investor,Daniel Serrano Torres,Wealth Management Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC",daniel.serrano@tiaa.org,,Salesforce
11121851,Inactive Investor,Ryan Simpson,,"FBL Marketing Services, LLC",ryan.simpson@fblfinancial.com,,Salesforce
9646831,,Nick Waters,,,nwaters87@hotmail.com,,List import
10941559,Inactive Investor,Robinah Mukasa,,PFS Investments Inc. Lynnwood WA 16521 13th Ave W,rmukasa@primerica.com,,Salesforce
10944969,Inactive Investor,Jacqueline Fisher,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11164709,Inactive Investor,Kara Krebs,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",kara.krebs@nm.com,,Salesforce
10596792,,y kernes,,,yolie.kernes@lpl.com,,Web Form Fillout
11006159,Inactive Investor,Jenny Rivard,Financial Advisor,"American Wealth Protection Financial, LLC",jenny@awplegal.com,,Salesforce
10880966,Inactive Investor,Robert Pyka,,"Horace Mann Investors, Inc. Grand Rapids MI 345 Fuller Ave NE",robert.pyka@horacemann.com,,Salesforce
10799370,Inactive Investor,Garry Weiner,,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10777257,Inactive Investor,Melissa Godinez,Team Administrator,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,melissa.cetina@ubs.com,,Salesforce
11014672,Inactive Investor,Christopher Peed,,J.P. Morgan Securities LLC Covington LA 2400 N Hwy 190,christopher.peed@jpmorgan.com,,Salesforce
10763097,Inactive Investor,Curtis White,Financial Advisor,"Ameriprise Financial Services, LLC Montclair NJ 75 Midland Ave",curtis.d.white@ampf.com,,Salesforce
10858955,Inactive Investor,Jordan Taylor,,Founders Financial Securities LLC Towson MD 1020 Cromwell Bridge Rd,,,Salesforce
11168873,Inactive Investor,Raymond Brady,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",bradyr@stifel.com,,Salesforce
10940364,Inactive Investor,Vivien Scott,,"Principal Securities, Inc. Tifton GA 2 Library Ln",,,Salesforce
10877044,Inactive Investor,Todd White,,LPL Financial LLC Redwood City CA 1733 Woodside Rd,todd.white@lpl.com,,Salesforce
10614798,,Kimberly Perez,Financial Advisor,,kimberly.perez@morganstanley.com,,List Import
9609400,,Alvaro Matilla,,,alvaro.matilla@gmail.com,,List import
11070015,Inactive Investor,Nestor Jimenez,,"U.S. Bancorp Investments, Inc. San Diego CA 16880 Bernardo Center Dr",nestor.jimenez@usbank.com,,Salesforce
10980355,Inactive Investor,Brian James,Financial Advisor,PNC Investments Battle Creek MI 65 20th St S,,,Salesforce
9557613,,Alan Popowski,,,alan.popowski@fidelity.com,,List import
9643658,,Tim WHitworth,,,timfractal@gmail.com,,List import
9565790,,James W Hamilton,,,jhamilton@pacadvisory.com,,List Import
11212987,Inactive Investor,Bradly Coyle,,Country Capital Management Company Peoria IL 5007 W American Prairie Dr,brad.coyle@countryfinancial.com,,Salesforce
11236193,Inactive Investor,Terry Cox,,"Encompass More Investments, LLC Scottsdale AZ 14300 N Scottsdale Rd",,,Salesforce
10957130,Inactive Investor,Christopher Semrod,Chief Compliance Officer;Managing Member;President,Semrod Capital LLC,csemrod@semrodcapital.com,,Salesforce
9612417,,Ying Timmermann,,,ytimmermann@ftadvisors.com,,List import
10772463,Inactive Investor,William Capell,Financial Advisor,UBS Financial Services Inc. Lafayette LA 201 Settlers Trace Blvd,william.capell@ubs.com,,Salesforce
9557596,,Alyssa Phillips,,,alyssa.phillips@voya.com,,List import
11111689,Inactive Investor,Sammy Smith,Financial Advisor,LPL Financial LLC Albany GA 1157 Dawson Rd,sammy.smithjr@lpl.com,,Salesforce
10944403,Inactive Investor,Pamela Aldsworth,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,pamela.aldsworth@jpmorgan.com,,Salesforce
11254367,Inactive Investor,Joshua Fox,,The Huntington Investment Company Rockford MI 6835 Belding Rd NE,joshua.fox@huntington.com,,Salesforce
11149332,Inactive Investor,Paul Bobal,Complex Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Houston TX 500 Dallas St",paul.bobal@raymondjames.com,,Salesforce
10656686,,Abdulraouf Noorie,,,rauf.noorie@fmr.com,,List Import
10935012,Inactive Investor,David Hirsch,Client Service Associate,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,,,Salesforce
11049592,Inactive Investor,Michael Herlihy,Chief Executive Officer;President;Regulatory Contact,RMC Investment Advisors,mherlihy@investrmc.com,,Salesforce
10820942,Inactive Investor,Shauna Bichet,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",shauna.bichet@wellsfargoadvisors.com,,Salesforce
10617932,,Neil Cooper,,,neil.cooper@wellsfargoadvisors.com,,List Import
10956057,Inactive Investor,Kevin Shilling,,"First Command Brokerage Services, Inc. Scarborough ME 306 US Rte 1",krshilling@firstcommand.com,,Salesforce
11233858,Inactive Investor,Ryan Stewart,Client Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,rj.stewart@ubs.com,,Salesforce
10784892,Inactive Investor,Erin Leonard,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,erin.leonard@fidelity.com,,Salesforce
10763583,Inactive Investor,Gerry Goldman,Financial Advisor;Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,gerry.goldman@morganstanley.com,,Salesforce
10616287,,Gregory Bork,,,gregory.bork@lpl.com,,List Import
11018631,Inactive Investor,Rupesh Baraili,,J.P. Morgan Securities LLC Berkeley CA 1870 Solano Ave,rupesh.baraili@jpmorgan.com,,Salesforce
9595496,,Jacqueline Diaz,,,jacqueline.diaz@blackrock.com,,List import
11011786,Inactive Investor,Ehab Isriwea,,J.P. Morgan Securities LLC New York NY 2099 Broadway,ehab.isriwea@jpmorgan.com,,Salesforce
10799338,Inactive Investor,Mark Mappa,,"Osaic Wealth, Inc. Northbrook IL 400 Skokie Blvd",,,Salesforce
9620676,,Charlie Liu,,,charlie.chang.liu@gmail.com,,List import
1866186,,Erly Cuadrado,,,cuadradoerlyjose@gmail.com,,
9565557,,Zachary Bauer,,,zachary.bauer@53.com,,List import
11040405,Inactive Investor,Margaret Strenk,Associate;Client Service Associate;Registered Associate,Morgan Stanley Denver CO 1550 Market St,molly.strenk@morganstanleypwm.com,,Salesforce
11205150,Inactive Investor,James Stegall,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
9576765,,Nathan Eigerman,,,neigerman@3dadvisor.com,,List import
342994,,Tom Rueger,Financial Planning Analyst,Vantage Financial Partners Limited,trueger@vantagefinancial.com,847-590-9191,Manual List Upload
10984275,Inactive Investor,Mitchell Bebus,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,mitchell.bebus@fmr.com,,Salesforce
10859353,Inactive Investor,Rebecca Cowart,Regional Vice President,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,rebecca.cowart@primerica.com,,Salesforce
333239,,Scott Desmond,,Foster Dykema Cabot,sdesmond@fdcpartners.com,,Manual List Upload
11229955,Inactive Investor,Paul Jacob Connelly,,"Northwestern Mutual Investment Services, LLC Nashua NH 45 Technology Way",,,Salesforce
11053054,Inactive Investor,Ibrahim Al Naber,,LPL Financial LLC New Freedom PA Private Residence,ibrahim.alnaber@lpl.com,,Salesforce
373132,,Daniel Sands,,[Unknown],dnlsands@gmail.com,,source
10817292,Inactive Investor,Andres Peck,,Morgan Stanley Omaha NE 13625 California St,,,Salesforce
71962,,Michael Constabile,Chief Financial Officer,"Cresset Asset Management, LLC",mcostabile@cressetcapital.com, +1 312 429 2400,
10606802,,Steven Bleier,"Co-Head - Structured Credit, Partner, Portfolio Manager","Brigade Capital Management, LP",sbbleier@aol.com,212-745-9700,
11124229,Inactive Investor,Amanda Loflin,,"Raymond James Financial Services, Inc. Asheboro NC 928 Sunset Ave",amanda.loflin@raymondjames.com,,Salesforce
9596705,,Shawn Hessing,"Chief Compliance Officer, Senior Advisor",Tailwind Advisors,shawn@tailwindadvisors.com,,List import
11161184,Inactive Investor,Lucas Gorrell,,"Northwestern Mutual Investment Services, LLC Bridgeport WV 99 Cambridge Pl",luke.gorrell@nm.com,,Salesforce
9582273,,Jennifer French,,,jenniferfrenchaz@gmail.com,,List import
10869366,Inactive Investor,Jennifer Green,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
9552394,,Daniel Tasciotti,,,dtasciotti@massmutual.com,,List import
9542890,,Brooke Haskins,,,brooke.haskins@securitiesamerica.com,,List import
352839,,Linda Jesseman,Client Relationship Manager,Eks Associates,ljesseman@eksassociates.com,609-921-1016,Manual List Upload
9632107,,Christian Farrad,,,christianfarrad360@gmail.com,,List import
10886787,Inactive Investor,Kevin McGuan,Chief Compliance Officer;Managing Member,"Kevin P. McGuan, LLC",,,Salesforce
10840720,Inactive Investor,Kelly Banner,Associate,Thrivent Investment Management Inc. Kenosha WI 6121 Green Bay Rd,kelly.banner@thrivent.com,,Salesforce
10357398,,Ilir Ilir,,,ilir@gmail.com,,Web Form Fillout
10827834,Inactive Investor,Ricardo Delsol,,VectorGlobal WMG,,,Salesforce
9630881,,M L,,,luongthanhmai@gmail.com,,List import
9600898,,Kevin Blocker,,,kblocker@horizoninvestments.com,,List import
9554172,,Guy Grant,,,guygrant1@yahoo.com,,List import
11090304,Inactive Investor,Leonard Warner,,"Osaic FS, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
9541176,,Robert Slowik,,,robert.slowik1@verizon.net,,List import
10659953,,Mary Gregoire,,,marygregoire@afpadvisor.com,,List Import
345214,,Scott Brunson,Vice President,"Christensen, King & Associates Investment Services",scott@ckacpa.com,509-943-1040,Manual List Upload
321880,,Carinthia Ruiz,,O9,ruizcarinthia@yahoo.com.mx,(552) 653-5822,Manual List Upload
10765918,Inactive Investor,Jeremiah Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Henderson NV 2831 Saint Rose Pkwy",jeremiah.x.johnson@ampf.com,,Salesforce
248559,,Mirjana Perkovic,CEO,LookStyler,info@lookstyler.com,,Manual List Upload
10811798,Inactive Investor,Philip Cupo,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10816901,Inactive Investor,Robin Sievers,Director - Client Services;Shareholder,Legacy Wealth Management Inc,rsievers@legacywealth.com,,Salesforce
10949172,Inactive Investor,Stephen Wright,Wealth Manager,"CW Advisors, LLC Miami FL 9155 S Dadeland Blvd",swright@congresswealth.com,,Salesforce
11200564,Inactive Investor,Michael Chabot,,"Saxony Securities, Inc. Castle Rock CO 115 Wilcox St",,,Salesforce
9698423,,Thomas Woodall,,,twoodall@me.com,,Web form fillout
11174475,Inactive Investor,David Condon,Financial Advisor,Edward Jones Homer Glen IL 15915 S Crystal Creek Dr,david.condon@edwardjones.com,,Salesforce
9610723,,ROBERT YARRINGTON,,,markgt750@aol.com,,List import
11054628,Inactive Investor,Katherine Martin,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,katherine.martin@ceterainvestors.com,,Salesforce
11137539,Inactive Investor,Matthew Welgat,,LPL Financial LLC Scottsdale AZ 16427 N Scottsdale Rd,matthew.welgat@lpl.com,,Salesforce
10818158,Inactive Investor,Jose Martinez,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jose.martinez9@ml.com,,Salesforce
5266555,,ja sada,,,mayabi2518@turuma.com,,Web Form Fillout
11114832,Inactive Investor,Thomas Burchhardt,Financial Advisor,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",,,Salesforce
10752414,Inactive Investor,Angela Jaeger,,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",,,Salesforce
11092852,Inactive Investor,Zhaklina Papazyan,,"Allstate Financial Services, LLC North Hills CA 8660 Woodley Ave",zhaklinapapazyan@allstate.com,,Salesforce
11094638,Inactive Investor,John Unsworth,,Advisor Resource Council Aledo TX 500 Canyon Lake Dr,,,Salesforce
10818165,Inactive Investor,Sean Sampson,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,sean.sampson@ubs.com,,Salesforce
10796488,Inactive Investor,Kenritsu Hamasaka,Financial Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,kenritsu.hamasaka@morganstanley.com,,Salesforce
10959821,Inactive Investor,Albert Wolfram,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11195308,Inactive Investor,Dana Bertrand,,"Mercer Allied Company, L.P.",dbertrand@ayco.com,,Salesforce
10658146,,Jocelin Paredes,,,jocelin.paredes@fmr.com,,List Import
11100328,Inactive Investor,Allen Slater,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9604632,,BENJAMIN GOLDBERG,,,benjamingoldberg14@gmail.com,,List import
10948195,Inactive Investor,Alec Lowell,Partner,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,alowell@allianceg.com,,Salesforce
11006526,Inactive Investor,Kevin Boehnlein,Financial Advisor,Edward Jones Clarksville IN 1401 Veterans Pkwy,kevin.boehnlein@edwardjones.com,,Salesforce
9618796,,Vijay Chetty,,,vchetty@gmail.com,,List import
10945562,Inactive Investor,Nicole Monte,,PFS Investments Inc. Hackettstown NJ 1500 County Road 517,nicole.monte@primerica.com,,Salesforce
10827306,Inactive Investor,Craig McCrindle,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",craig.a.mccrindle@wellsfargo.com,,Salesforce
11014071,,Marilyn Hayes,,,marilynhayes@comcast.net,,Web Form Fillout
10992354,Inactive Investor,Rick Frese,,Thrivent Investment Management Inc. Grant City MO 322 S Main St,rick.frese@thrivent.com,,Salesforce
10659622,,Donald Hankin,,,dhankin@farmersagent.com,,List Import
10842679,Inactive Investor,Mackenzie Wahl,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",mackenzie.wahl@ml.com,,Salesforce
10617880,,Christopher Russo,,,christopher.p.russo@ml.com,,List Import
11181457,Inactive Investor,David Rosenberg,,NYLIFE Securities LLC Baltimore MD 1425 Patapsco St,rosenbergd@ft.newyorklife.com,,Salesforce
9572099,,Bruno Leonardo Kmita de Oliveira Passos,,,bleonardo1@gmail.com,,List import
11118586,Inactive Investor,Aaron Symonette,,"International Assets Advisory, LLC Hollywood FL 11011 Sheridan St",aaron.symonette@iaac.com,,Salesforce
10859057,Inactive Investor,John Parham,Financial Advisor,LPL Financial LLC Raleigh NC 4901 Glenwood Ave,john.parham@lpl.com,,Salesforce
9617894,,Evan Scouros,,,evan.scouros@weissasset.com,,List import
11116416,Inactive Investor,Jonathan Licata,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",jonathan.licata@wellsfargoadvisors.com,,Salesforce
10806933,Inactive Investor,Bruce Gibson,Financial Professional,"Voya Financial Advisors, Inc. Wake Village TX Private Residence",bruce.gibson@voyafa.com,,Salesforce
338363,,Freddy Corona,,[Unknown],freddy@corona.io,,Advertising
11054632,Inactive Investor,John Strickler,,Cetera Investment Services LLC Pensacola FL 2185 Airport Blvd,,,Salesforce
11024321,Inactive Investor,Bren Johnson,Division Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11198428,Inactive Investor,Richard Fingerman,Co-Founder;Managing Partner;Member;Regulatory Contact,"Financial Planning Solutions, LLC",rick@planwithfps.com,,Salesforce
10781784,Inactive Investor,Martin Byrne,Managing Director,Rockefeller Financial LLC Trenton NJ 2445 Kuser Rd,,,Salesforce
215244,,Chris Lin,,[Unknown],cybercoder2009@gmail.com,,Direct
352465,,Janine Cobb,"Senior Vice President, Asset Management",Cabot Properties L.p.,jcobb@cabotprop.com,617-723-7400,Manual List Upload
4821291,,Adam Cook,,,trifectacapital@outlook.com,,Web form fillout
10850475,Inactive Investor,Ann-Louise Taylor,,"Fifth Third Securities, Inc. Nashville TN 424 Church St",ann-louise.taylor@53.com,,Salesforce
9554877,,cookie li,,,1016541817@qq.com,,List import
11111797,Inactive Investor,Dana Macaluso,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,dana.macaluso@ubs.com,,Salesforce
10864622,Inactive Investor,Michael Rosado,,Aegis Capital Corp.,,,Salesforce
9633396,,Gaz May,,,garethwmay@hotmail.com,,List import
11187166,Inactive Investor,Amy Bryant,,"Cambridge Investment Research, Inc. Webb City MO 30 S Main St",,,Salesforce
10810338,Inactive Investor,E Schroeder,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",gerry_schroeder@ml.com,,Salesforce
9636749,,Northstar Northstar,,,nnorthstar@profunds.com,,List import
11037373,Inactive Investor,Mark Stallsmith,,"Cambridge Investment Research, Inc. Butler PA 455 Pittsburgh Rd",mark@myfinancialessentials.com,724-481-1191,Salesforce
245786,,Not Provided,Washington Financial Services Division Chief,United States Agency for International Development,jguliwala@usaid.gov,,Manual List Upload
10917642,Inactive Investor,Mark Pitcher,Fixed Income Advisor,"Buckingham Strategic Partners, LLC",mpitcher@buckinghamgroup.com,,Salesforce
116733,,Matthew Lord,Financial Advisor,"Citizens Securities, Inc.",matthew.d.lord@citizenssecurities.com,,
11190685,Inactive Investor,Vickie Busswitz,Financial Advisor,Edward Jones Sioux Falls SD 3130 W 57th St,vickie.busswitz@edwardjones.com,,Salesforce
10777619,Inactive Investor,Joshua Daniel,,"Crews & Associates, Inc.",jdaniel@crewsfs.com,,Salesforce
10981478,Inactive Investor,Nikko Richardson,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,nikko.richardson@fmr.com,,Salesforce
11100249,Inactive Investor,Romelia Jones,Paraplanner,"Ameriprise Financial Services, LLC Annapolis MD 180 Admiral Cochrane Dr",romelia.jones@ampf.com,,Salesforce
10808890,Inactive Investor,Daniel Ortega,,B. Riley Wealth Management Boca Raton FL 5000 T Rex Ave,dortega@brileywealth.com,,Salesforce
10892829,Inactive Investor,Joshua Walshe,Lead Analyst,William Blair,jwalshe@williamblair.com,,Salesforce
11020262,Inactive Investor,Clermise Smith,,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,clermise.smith@primerica.com,,Salesforce
9611476,,Stephane ATANGA,,,stephane.atanga@gmail.com,,List import
11236385,Inactive Investor,John Hoover,Wealth Management Advisor,Maia Wealth Dallas TX Private Residence,john@maiawealth.com,,Salesforce
10893870,Inactive Investor,Diana Krawiec,Private Client Advisor,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,diana.krawiec@chase.com,,Salesforce
10877610,Inactive Investor,Garrick Trosper,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",garrick.trosper@ml.com,,Salesforce
10874006,Inactive Investor,James Love,,"Pruco Securities, LLC. Titusville PA 103 W Main St",james.love@prudential.com,,Salesforce
10815121,Inactive Investor,Adam Peters,,AW Securities Denver CO 8055 E Tufts Ave,,,Salesforce
11117670,Inactive Investor,Gary Kelman,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",gary.kelman@ampf.com,,Salesforce
11055671,Inactive Investor,Weston Powell,,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",weston.powell@hantzgroup.com,,Salesforce
10925382,Inactive Investor,Beau Ingledue,,"Black Oak Securities, Inc. Macomb IL 215 E Jackson St",,,Salesforce
10817900,Inactive Investor,Lynn Flanagan,,"Wells Fargo Clearing Services, LLC Athens GA 315 Hawthorne Ln",lynn.flanagan@wellsfargoadvisors.com,,Salesforce
11043224,Inactive Investor,Brandon Leblanc,Financial Consultant,LPL Financial LLC Baton Rouge LA 4626 Sherwood Common Blvd,brandon.leblanc@lpl.com,,Salesforce
9641508,,David Golob,,,drgolob@gmail.com,,List import
10752578,Inactive Investor,Michael Matthews,Managing Director,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,grant.matthews@ubs.com,,Salesforce
9572727,,Mark Brodsky,,,mbrodsky@aurelius-capital.com,,List import
10815463,Inactive Investor,Catherine Romualdez,Portfolio Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,catherine.romualdez@morganstanley.com,,Salesforce
9623207,,DWI WRAHASTO,,,dwigunturwrahasto07@gmail.com,,List import
11133400,Inactive Investor,Samuel Barker,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,samuel.barker@fidelity.com,,Salesforce
10865268,Inactive Investor,Christian Williams,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11023502,Inactive Investor,Jon Ferunaj,,J.P. Morgan Securities LLC Portland OR 1035 NW Lovejoy St,jon.ferunaj@jpmorgan.com,,Salesforce
10992866,Inactive Investor,Joelle Santos,,J.P. Morgan Securities LLC Trenton NJ 2735 S Broad St,joelle.santos@jpmorgan.com,,Salesforce
9586940,,giss neo,,,neogiss@naver.com,,List import
10645496,,Patricia Murphy,,,pmurphy@mesirowfinancial.com,,List import
10794631,Inactive Investor,David Ciprich,Vice President,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,david.ciprich@ubs.com,,Salesforce
11097497,Inactive Investor,Joel Andrews,,"GPS Wealth Strategies Group, LLC Englewood CO 333 W Hampden Ave",,,Salesforce
10763977,Inactive Investor,Dean Backer,,Goldman Sachs & Co.,dean.backer@gs.com,,Salesforce
9621839,,Ian Brown,,,ian.pbrown@breathe.com,,List import
103833,,Mark Schwartz,Chief Executive Officer And Director,"Palladin Consumer Retail Partners, Llc",mschwartz@palladincapital.com,617-585-3800,Manual List Upload
11126673,Inactive Investor,Michael Henegar,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",scott.henegar@nm.com,,Salesforce
245718,,Robert Shiller,Professor,Yale University,laurence.black@theindexstandard.com,,Manual List Upload
11185151,Inactive Investor,Paige Fowler,Financial Advisor,Edward Jones Kansas City MO 4600 Madison Ave,paige.fowler@edwardjones.com,,Salesforce
10996008,Inactive Investor,Mark Wilson,,MWA Financial Services Inc. Louisville KY 2509 Plantside Dr,mark.wilson@mwarep.org,,Salesforce
10907668,Inactive Investor,Blaine Shira,,"Raymond James Financial Services, Inc. Redlands CA 1461 Ford St",blaine.shira@raymondjames.com,,Salesforce
11125369,Inactive Investor,Billy Abando,,LPL Financial LLC Waldorf MD 11175 Mall Cir,billy.abando@lpl.com,,Salesforce
11056861,Inactive Investor,Brent Barnhart,First Vice President;Private Wealth Advisor;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,brent.barnhart@ubs.com,,Salesforce
10972479,Inactive Investor,Leslie Standridge,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9564545,,Michael Cox,,,mcox@commonwealth.com,,List import
11122584,Inactive Investor,Timothy Libby,,"Truist Investment Services, Inc. Annapolis MD 5 Church Cir",tim.libby@truist.com,,Salesforce
11034703,Inactive Investor,Grant Abrams,Managing Director;Partner,&Partners Mckees Rocks PA Private Residence,,,Salesforce
9585259,,Richard Taylor,,,richard@taylortaylorusa.com,,List import
11090100,Inactive Investor,John Renner,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",john.renner@gwrs.com,,Salesforce
11171766,Inactive Investor,Garrin Wong,,J.P. Morgan Securities LLC New York NY 176 Canal St,garrin.wong@jpmorgan.com,,Salesforce
10791173,Inactive Investor,Javier Martinez,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",javier.e.martinez@truist.com,,Salesforce
9622446,,Dominic Tommy,,,gloryyears64@gmail.com,,List import
11157713,Inactive Investor,Michael Levas,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Principal,"Olympian Capital Growth Management, LLC",,,Salesforce
9555198,,Alyssa Potter,,,apotter@mcfadvisors.com,,List import
11208892,Inactive Investor,Azar Khazin,,"Farmers Financial Solutions, LLC Calabasas CA 23901 Calabasas Rd",akhazin@farmersagent.com,,Salesforce
10823357,Inactive Investor,Michael Margolin,,Cetera Advisor Networks LLC Coralville IA 1303 5th St,mike.margolin@ceterawealth.com,,Salesforce
336683,,Michael Fiore,Operating Partner,Linden Capital Partners,mfiore@lindenllc.com,312-506-5600,Manual List Upload
11036264,Inactive Investor,Padmalatha Teppala,,J.P. Morgan Securities LLC Somerset NJ 460 Elizabeth Ave,padmalatha.teppala@jpmorgan.com,,Salesforce
9581900,,Stephen Brackett,,,sbrackett@skk-llc.com,,List import
10882214,Inactive Investor,Brett Terrell,Chief Compliance Officer;Founder;Managing Member;President,Terrell Financial Group,brett@terrellfinancial.com,,Salesforce
10892033,Inactive Investor,Matthew Lerman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
11021823,Inactive Investor,Adrienne Brenstuhl,,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",,,Salesforce
11002514,Inactive Investor,Nathaniel Smith,Financial Planner,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",nathaniel.smith@prudential.com,,Salesforce
10917881,Inactive Investor,Katherine Siino,,"Saybrus Equity Services, LLC",,,Salesforce
10779619,Inactive Investor,William Neat,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,troy.neat@morganstanley.com,,Salesforce
10937950,Inactive Investor,Sonja Magnuson,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,sonja.magnuson@primerica.com,,Salesforce
11212169,Inactive Investor,Cheryl Coyne,,LPL Financial LLC Colts Neck NJ 9 Professional Cir,cheryl.coyne@lpl.com,,Salesforce
9611671,,Gabriel Y,,,gabyfive55555@hotmail.com,,List import
11043350,Inactive Investor,Michael Perkins,Vice President,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,michael.perkins@primerica.com,,Salesforce
9628470,,christopher fox,,,chr_fox@msn.com,,List import
11204097,Inactive Investor,Ronald Williams,Chief Compliance Officer;President,"Empower Financial Advisory, LLC",rwilliams@empowerfa.com,,Salesforce
11183375,Inactive Investor,Keith Allen,Financial Professional,"MML Investors Services, LLC Milton FL 4495 Woodbine Rd",keithallen@financialguide.com,,Salesforce
11034234,Inactive Investor,Caleb Shannon,,PFS Investments Inc. Pontotoc MS 21 Lafayette St,cshannon@primerica.com,,Salesforce
10753077,Inactive Investor,Adam Lieb,,BNY Mellon Securities Corporation Chicago IL 311 S Wacker Dr,adam.lieb@bnymellon.com,,Salesforce
343978,,Richard Cancelmo,Vice President,"Bridgeway Capital Management, Llc",dcancelmo@bridgeway.com,713-661-3500,Manual List Upload
11159285,Inactive Investor,Newara Fatima,,"Wells Fargo Clearing Services, LLC Santa Rosa CA 200 B St",newara.fatima@wellsfargo.com,,Salesforce
10783836,Inactive Investor,Keith Lum,Financial Advisor;First Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,keith.lum@ubs.com,,Salesforce
9609706,,Anthony Bruno,,,anthonyjbruno3@gmail.com,,List import
10644826,,Adrian Cortes,,,adrian.cortes@primerica.com,,List Import
11235845,Inactive Investor,Haskel Weiss,Advisor,HighPoint Planning Partners Northbrook IL 400 Skokie Blvd,,,Salesforce
9620673,,Mohammad Abdollahi,,,mohammad.abdollahi.metal@gmail.com,,List import
11031726,Inactive Investor,Andre Stubbs,,"Wells Fargo Clearing Services, LLC Washington DC 5701 Connecticut Ave NW",andre.stubbs@wellsfargo.com,,Salesforce
11140095,Inactive Investor,Ethan Udrisky,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",ethan.udrisky@ml.com,,Salesforce
10770322,Inactive Investor,James Zara,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",,,Salesforce
10965198,Inactive Investor,Christopher Rittenberry,Financial Advisor,Edward Jones Lebanon TN 1050 Hamilton Station Blvd,chris.rittenberry@edwardjones.com,,Salesforce
10851295,Inactive Investor,Thomas Teschic,Financial Planning Specialist,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",thomas.m.teschic@ampf.com,,Salesforce
9622516,,Margreet van Roemburg,,,m.van.roemburg@herome.com,,List import
11107542,Inactive Investor,Albert Kantra,Business Development;Chief Operating Officer;Executive Vice President,"Sequoia Financial Group, L.L.C.",akantra@sequoia-financial.com,,Salesforce
10818604,Inactive Investor,Christopher Gumula,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
228017,, -,,[[Unknown]],k-thom@xtra.co.nz,,
11165764,Inactive Investor,Pamela Fox,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Pensacola FL 125 E Intendencia St",pamela.fox@wellsfargoadvisors.com,,Salesforce
11047171,Inactive Investor,Yohei Fukuda,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Honest Wealth LLC,yfukuda@honest-wealth.com,,Salesforce
229904,, -,,[[Unknown]],hatinvester@gmail.com,,Organic Search
11184714,Inactive Investor,Alex Mayes,,"ValMark Securities, Inc. Akron OH 33 Merz Blvd",,,Salesforce
11091361,Inactive Investor,Sean Hayden,,Cetera Financial Specialists LLC East Amherst NY 6049 Transit Rd,,,Salesforce
10889337,Inactive Investor,Michael Fredrick,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Hill CA 101 Gregory Ln",michael.fredrick@ampf.com,,Salesforce
11112099,Inactive Investor,Cheryl Barnett,Compliance Officer;Compliance Principal;Vice President,Money Concepts Capital Corp,cheryl@moneyconcepts.com,,Salesforce
10953958,Inactive Investor,Kathryn Barlow,,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,,,Salesforce
11219724,,Marc Stewart,,,marc_stewart@vanguard.com,,Other
9569187,,Jeffrey Keller,,,jfkeller2@gmail.com,,List import
10763882,Inactive Investor,Joel Basciani,,Citigroup Global Markets Inc.,joel.basciani@citi.com,,Salesforce
10883123,Inactive Investor,Jeremy Weltmer,,Goldman Sachs & Co.,,,Salesforce
11064396,Inactive Investor,Richard Ryder,,Bay Capital,rryder@baycapital.com,,Salesforce
10875713,Inactive Investor,Yukari Taguchi,,"SCF Securities, Inc.",,,Salesforce
10488104,,Frederick Rowe,"Managing Member, Regulatory Contact","Greenbrier Partners Capital Management, LLC",fredrowe3@gmail.com,,List Import
10928724,Inactive Investor,Anthony Ciccone,,"Allstate Financial Services, LLC Brooklyn NY 132 32nd St",aciccone1@allstate.com,,Salesforce
10795529,Inactive Investor,Lucy Walther,Financial Advisor,Edward Jones Newport Beach CA 4100 Newport Place Dr,lucy.walther@edwardjones.com,,Salesforce
9554006,,Lynn Hampton,,,biggesthitmusic@gmail.com,,List import
10854773,Inactive Investor,Stephanie Burdett,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,stephanie.burdett@fmr.com,,Salesforce
11219681,,Miles Franklin,,,miles.franklin@ceterafs.com,,Other
10973298,Inactive Investor,Kevin Wells,Financial Advisor,Tidwell Wealth Management LLC,,,Salesforce
10924867,Inactive Investor,Stephen Utley,,"R. F. Lafferty & Co., Inc.",,,Salesforce
11016749,Inactive Investor,Derreck Macarthur,,PFS Investments Inc. Riverside CA 3731 Tibbetts St,dmacarthur@primerica.com,,Salesforce
10977752,Inactive Investor,Gavin Patterson,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",gavin.patterson@hantzgroup.com,,Salesforce
10833405,Inactive Investor,David Vang,Advisor;Senior Partner,LPL Financial LLC Gaithersburg MD 7 Park Ave,david.vang@lpl.com,,Salesforce
10870428,Inactive Investor,Shannon Siwinski,,"R. Seelaus & Co., LLC",ssiwinski@rseelaus.com,,Salesforce
8853529,,Jeff Krajewski,,,jsklaw256@gmail.com,,Web Form Fillout
11008921,Inactive Investor,Kelsey Weber,,"Ameritas Investment Company, LLC",kelsey.weber@ameritas.com,,Salesforce
9599463,,Brent Teague,,,brent.teague@lpl.com,,List import
10811726,Inactive Investor,Michael Brotsky,,"Osaic Wealth, Inc. Bluffton SC 2 Belfair Oaks Blvd",consciouscapital@osaicwealth.com,,Salesforce
9624462,,Colin Scanes,,,colin.scanes@bitstamp.net,,List import
10888592,Inactive Investor,Zaretha Brown-Junior,,J.P. Morgan Securities LLC Mohegan Lake NY 3129 E Main St,zaretha.brown-junior@chase.com,,Salesforce
9577667,,Michael Allen,,,mallen@sagepointadvisor.com,,List import
11260353,Inactive Investor,Bryson Farley,,"MML Investors Services, LLC New Bern NC 1210F Highland Ave",,,Salesforce
10994556,Inactive Investor,Kenneth Bowman,Financial Advisor,Edward Jones Adrian MI 4490 W US Hwy 223,,,Salesforce
11072741,Inactive Investor,Gunnar Himmel,,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,ghimmel@janney.com,,Salesforce
10884294,Inactive Investor,Sean Sun,Managing Member;Managing Principal,"Huckleberry Capital Management, LLC",sean@investhuckleberry.com,,Salesforce
10618319,,Thomas Rice,,,tom.rice@ubs.com,,List Import
11212598,Inactive Investor,Michael Schuldt,Financial Advisor,Edward Jones Plattsmouth NE 341 Main St,michael.schuldt@edwardjones.com,,Salesforce
11186740,Inactive Investor,Daniel McCamey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,daniel.mccamey@fidelity.com,,Salesforce
10645274,,Christopher Donovan,,,chris.donovan@birchlake.com,,List Import
10773109,Inactive Investor,Kyle Joyce,,"Hennion & Walsh, Inc.",kjoyce@hennionandwalsh.com,,Salesforce
10428799,,Never Wei,,,wangxiaotong@yebaogame.com,,Web Form Fillout
10823214,Inactive Investor,Tonya Smith,Chief Compliance Officer;Director - Operations,"Eudaimonia Partners, LLC",,,Salesforce
11081770,Inactive Investor,Stacey McKague,Financial Professional,LPL Financial LLC Kalamazoo MI 6170 W Main St,stacey.crosby@lpl.com,,Salesforce
10782142,Inactive Investor,Kimberly Piontek,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,kimberly.piontek@morganstanley.com,,Salesforce
10822432,Inactive Investor,Gary Willis,Financial Advisor,Edward Jones Lakeland FL 2216 E County Road 540A,gary.willis@edwardjones.com,,Salesforce
11002589,Inactive Investor,John Burt,,Thrivent Investment Management Inc. Nashville TN 4900 Centennial Blvd,j.w.burt@thrivent.com,,Salesforce
11077098,Inactive Investor,Sophia Boone,,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",sophia.boone@raymondjames.com,,Salesforce
189924,,Frank Sorrentino,,[Unknown],franksorrentino1@gmail.com,,source
11068222,Inactive Investor,John Jackson,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
9616671,,Kimberly Papedis,,,kimberly9476@yahoo.com,,List import
10957072,Inactive Investor,Silvia Espinosa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Deerfield Beach FL 1701 W Hillsboro Blvd",silvia.espinosa@ml.com,,Salesforce
10762466,Inactive Investor,Michael McCallum,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Glenwood Springs CO 2520 Grand Ave",mccallum@stifel.com,,Salesforce
10939308,Inactive Investor,Michael Bury,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11147428,Inactive Investor,Kelly Ellington,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kelly.ellington@fmr.com,,Salesforce
10841890,Inactive Investor,Daniel Schiltz,,"Allstate Financial Services, LLC La Vista NE 8104 S 96th St",danielschiltz@allstate.com,,Salesforce
10804723,Inactive Investor,John Hulbert,Financial Advisor;Financial Planning Specialist;Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Bellingham WA 2200 Rimland Dr,john.hulbert@morganstanley.com,,Salesforce
10835468,Inactive Investor,Andrew Bischel,Chairman;Chief Executive Officer;Chief Investment Officer;Member,"SKBA Capital Management, LLC",bischel@skba.com,,Salesforce
10808351,Inactive Investor,Francis Goyette,Financial Professional,"Principal Securities, Inc. Jacksonville FL Private Residence",goyette.frank@principal.com,,Salesforce
10757986,Inactive Investor,Robert Cautilli,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",robert.cautilli@wellsfargo.com,,Salesforce
9573219,,Kenneth Johantges,,,kenneth.johantges@valic.com,,List import
11197844,Inactive Investor,Gregory Hicks,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",greg.hicks@stifel.com,,Salesforce
10915268,Inactive Investor,Kyle Bredice,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",kyle.bredice@schwab.com,,Salesforce
209798,,Michael Fritz,,[Unknown],michael@kintsugiventures.com,,
11123551,Inactive Investor,Courtney Rowan,Registered Client Service Associate,"Ameriprise Financial Services, LLC Tuscaloosa AL 1470 N Bank Pkwy",courtney.rowan@ampf.com,,Salesforce
10934735,Inactive Investor,Thomas Berish,,"Fortune Financial Services, Inc. Carthage NC Private Residence",,,Salesforce
9612475,,David Canfield,,,davidcanfield@graybillbartz.com,,List import
10780819,Inactive Investor,Jeremy Colvin,,"Brean Capital, LLC",,,Salesforce
10995038,Inactive Investor,Samuel Fulbright,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,samuel_fulbright@vanguard.com,,Salesforce
11115206,Inactive Investor,Joshua Watt,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 4353 Tilly Mill Rd",joshua.watt@wfafinet.com,,Salesforce
198508,,craig harper,,JB Hunt,charper345@yahoo.com,4792368104,Paid Search
10771444,Inactive Investor,Samantha Crouse,Trader,J.P. Morgan Securities LLC Windermere FL 7860 Winter Garden Vineland Rd,samantha.j.crouse@chase.com,,Salesforce
11011845,Inactive Investor,Jeanne Paradise,,"MML Investors Services, LLC North Dartmouth MA 62 State Rd",,,Salesforce
10993580,Inactive Investor,Darin Aldinger,,"Avantax Investment Services, Inc. Lexington SC Private Residence",,,Salesforce
11134693,Inactive Investor,Kelly Rushman,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",kelly.j.rushman@nm.com,,Salesforce
10930825,Inactive Investor,Richard Walsh,,Nationwide Planning Associates Inc.,rwalsh@nationwideplanning.com,,Salesforce
11015056,Inactive Investor,Nicolas Roye,,PFS Investments Inc. Hauppauge NY 150 Motor Pkwy,nroye@primerica.com,,Salesforce
11197195,Inactive Investor,Adam Schaller,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,adam.schaller@ubs.com,,Salesforce
11119188,Inactive Investor,Gregory Johnstone,Director,"Centaurus Financial, Inc. Irvine CA 6201 Oak Cyn",,,Salesforce
9588406,,Richard Czerniak,,,rick@princeassetmanagement.com,,List import
10871599,Inactive Investor,Michael Baryo,Financial Advisor,Edward Jones Wright City MO 10 Wildcat Dr,michael.baryo@edwardjones.com,,Salesforce
10823769,Inactive Investor,Eliezer Katan,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,eliezer.katan@primerica.com,,Salesforce
10921741,Inactive Investor,Tajuan Scott,,PFS Investments Inc. Petersburg VA 30 Franklin St,tajuan.scott@primerica.com,,Salesforce
11054935,Inactive Investor,Wade Rowdon,,Stonex Securities Inc. Ormond Beach FL 1230 N US Hwy 1,wade.rowdon@saswealth.com,,Salesforce
10757045,Inactive Investor,Brian Volpei,Family Wealth Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,brian.volpei@morganstanley.com,,Salesforce
11103736,Inactive Investor,William Phillips,,&Partners,wphillips@wileybros.com,,Salesforce
10946665,Inactive Investor,Remedios Manzanilla,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,remedios.manzanilla@primerica.com,,Salesforce
10990873,Inactive Investor,Sean McQueen,,Cetera Advisor Networks LLC Fairfax VA 9695 Main St,,,Salesforce
9647365,,Tim Lewkow,,,tim@hardyaka.com,,List import
10841250,Inactive Investor,Luis Zaragoza,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",luis.zaragoza@ml.com,,Salesforce
10969278,Inactive Investor,Danielle Dezeeuw,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11098175,Inactive Investor,William Bringham,,"KCD Financial, Inc.",,,Salesforce
10869720,Inactive Investor,Danielle McGarthwaite,,"Farmers Financial Solutions, LLC Saint Paul MN 10075 City Walk Dr",dmcgarthwaite@farmersagent.com,,Salesforce
9542742,,Tom Ross,,,tweldonross@comcast.net,,List import
10972965,Inactive Investor,Jade Chien,,"Zuckerman Capital Management, LLC",jchien@zuckermancapital.com,,Salesforce
10827924,Inactive Investor,Colter Card,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,colter.card@fidelity.com,,Salesforce
10990244,Inactive Investor,Alma Jensen,,"Transamerica Financial Advisors, Inc Meridian ID 3363 E Presidential Dr",alma.jensen@tfaconnect.com,,Salesforce
9623888,,HJ Kappen,,,b.kappen@science.ru.nl,,List import
11007857,Inactive Investor,Jason Eberhart,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10792373,Inactive Investor,Richard Reese,Financial Advisor,Edward Jones Suffolk VA Private Residence,richard.reese@edwardjones.com,,Salesforce
10947112,Inactive Investor,William Schultz,,"Truist Investment Services, Inc. Newtown PA 950 Newtown Yardley Rd",william.schultz@truist.com,,Salesforce
349076,,David Thomas,Managing Partner,"Atalan Capital Partners, Lp",dthomas@atalancap.com,212-672-3380,Manual List Upload
11142912,Inactive Investor,Kevin Leduff,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",kevin.leduff@ml.com,,Salesforce
10813771,Inactive Investor,Mark Ricca,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",mark_ricca@ml.com,,Salesforce
10932061,Inactive Investor,Gregory Van Arendonk,Retirement Services Manager,"Principal Securities, Inc.",,,Salesforce
10939470,Inactive Investor,Kristen Walton,,Vanguard Marketing Corporation,kristen_walton@vanguard.com,,Salesforce
10754828,Inactive Investor,Ramon Pacios,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",ramon.pacios@truist.com,,Salesforce
10486741,,Mac Hargrove,"Assistant Vice President, Client Advisor","Raymond James & Associates, Inc.",mac.hargrove@alex-brown.com,,List Import
10784550,Inactive Investor,Mark Nunn,Financial Advisor,Edward Jones Canon City CO 975 N 10th St,mark.nunn@edwardjones.com,,Salesforce
11047819,Inactive Investor,Rozanne McManus,Chief Compliance Officer;Chief Operating Officer;Executive Vice President,Sensus Wealth Management Group LLC,rozanne.mcmanus@sensuswealth.com,,Salesforce
9633674,,morrell. spencer,,,morrell.spencer@hotmail.com,,List import
10950994,Inactive Investor,Gene Nelson,,"MML Investors Services, LLC New York NY 2 Park Ave",,,Salesforce
10679516,,Yashavanth HM,,,hiremath.yashavanthhm@gmail.com,,Web Form Fillout
244885,,Brandley Tunnell,"Owner, CEO",Palmetto Wealth Planning,brad@palmettowealthplanning.com,843 2228964,Manual List Upload
10822333,Inactive Investor,Kathryn Lancaster,Financial Advisor,Edward Jones Gainesville FL 4545 NW 8th Ave,kathryn.lancaster@edwardjones.com,,Salesforce
9542146,,Andy Goldfarb,,,agoldfarb@globespancapital.com,,List import
10864040,Inactive Investor,Matthew Oppedisano,Financial Advisor,Lincoln Investment Wellington FL 12773 Forest Hill Blvd,moppedisano@lincolninvestment.com,,Salesforce
10785992,Inactive Investor,Robert Radzwich,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",robert_radzwich@ml.com,,Salesforce
10787104,Inactive Investor,Zachary Potter,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,zachary_potter@vanguard.com,,Salesforce
9620052,,Bruce Barron,,,bbarron1943@gmail.com,,List import
10958128,Inactive Investor,Steven Lombardo,Private Client Banker;Vice President - Investments,J.P. Morgan Securities LLC Monroe NY 475 State Rte 17M,steven.lombardo@jpmorgan.com,,Salesforce
237901,, -,,[[Unknown]],manredbiz@gmail.com,,Organic Search
9598488,,Mark Malouf,,,mrmalouf@gmail.com,,List import
10821813,Inactive Investor,Erin Yake,Client Service Coordinator;Paraplanner,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",erin.yake@ampf.com,,Salesforce
9640350,,Julian Liew,,,julian.liew@mcp-am.com,,List import
11189500,Inactive Investor,Julie Kellner,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Milwaukee WI 2303 N Farwell Ave",julie.kellner@usbank.com,,Salesforce
9542484,,Joe w,,,wuz@yahoo.com,,List import
10841651,Inactive Investor,Stanley Parker,Financial Advisor,"Raymond James & Associates, Inc. Rogers AR 3300 Market St",,,Salesforce
10926860,Inactive Investor,Renee Larson,,"Raymond James & Associates, Inc.",renee.larson@raymondjames.com,,Salesforce
11146316,Inactive Investor,Theodore Bugenski,Secretary,CND Financial,,,Salesforce
10789412,Inactive Investor,Stephanie Pfaffmann,Secretary,Rubicon Financial Network,stephanie@rubiconfn.com,,Salesforce
9570779,,Petalyn Swart,,,heartfueled@gmail.com,,List import
374332,,Mike Haynes,Executive Director,Truenorth Wealth,,801-274-1820,Manual List Upload
11079474,Inactive Investor,Ravin Patel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Asheville NC 1655 Hendersonville Rd",ravin.patel@schwab.com,,Salesforce
11111191,Inactive Investor,Tyler Binkley,District Leader,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,tylerblairbinkley@primerica.com,,Salesforce
11020598,Inactive Investor,Baylen Marschall,,Key Investment Services LLC Cazenovia NY 138 Albany St,baylen.marschall@key.com,,Salesforce
11179043,Inactive Investor,Monica Roman,,"Transamerica Financial Advisors, Inc Pasadena CA 1460 N Lake Ave",monica.flores@tfaconnect.com,,Salesforce
11009463,Inactive Investor,Owen Ward,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",owen.p.ward@nm.com,,Salesforce
10853065,Inactive Investor,Timothy Winterhalter,,"Wells Fargo Advisors Financial Network, LLC Orchard Park NY 240 Red Tail Rd",timothy.winterhalter@wellsfargoadvisors.com,,Salesforce
11035089,Inactive Investor,Abraham Martinez Flores,,"Raymond James Financial Services, Inc. Gilbert AZ 5238 S Power Rd",abraham.martinez-flores@raymondjames.com,,Salesforce
10817161,Inactive Investor,James Burnham,,State Farm VP Management Corp. Lake Charles LA 375 Sam Houston Jones Pkwy,,,Salesforce
10949292,Inactive Investor,Patricia Kane,Chief Compliance Officer;Managing Member;Principal,Kane Financial Planning,patti@kanefinancialplanning.com,,Salesforce
206815,,Greg Smith,,[Unknown],greg@thebodysmith.co.uk,,
10656485,,Joshua Walshe,,,jwalshe@williamblair.com,,List Import
10760915,Inactive Investor,Sean Gavin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Purchase NY 2900 Westchester Ave",sean.w.gavin@ampf.com,,Salesforce
11113124,Inactive Investor,Rickey Bowen,,"Cambridge Investment Research, Inc. San Jose CA 111 N Market St",,,Salesforce
10994129,Inactive Investor,Victor Valentino,,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,victor.valentino@jpmorgan.com,,Salesforce
10806133,Inactive Investor,John Lankford,Financial Advisor,Edward Jones Lebanon TN 1424 W Baddour Pkwy,john.lankford@edwardjones.com,,Salesforce
10830803,Inactive Investor,William Waters,Financial Advisor,"Raymond James & Associates, Inc. Saint Petersburg FL 6392 1st Ave N",william.waters@raymondjames.com,,Salesforce
170794,,Connor Sephton,,[Unknown],connorsephton@yahoo.co.uk,,
10909507,Inactive Investor,Claire Webb,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,claire.webb@primerica.com,,Salesforce
337111,,Sean Gleason,Portfolio Manager,"Octagon Credit Investors, Llc",sgleason@octagoncredit.com,212-400-8400,Manual List Upload
39902,,Stewart Mather,"Chief Compliance Officer, Founding Partner, President","The Mather Group, LLC",s.mather@themathergroup.com,630-537-1078,
10955576,Inactive Investor,Ali Memaran-Dadgar,Chief Compliance Officer;Chief Executive Officer;Owner,"Elite Wealth Management, Inc.",allan.dadgar@elitewm.com,,Salesforce
10799360,Inactive Investor,Jennifer Mitchell,,"Cambridge Investment Research, Inc. Cadillac MI 112 Beech St",,,Salesforce
10815060,Inactive Investor,Rudy Tcruz,,"Pruco Securities, LLC. Chula Vista CA 642 3rd Ave",rodolfo.tcruz@prudential.com,,Salesforce
10827424,Inactive Investor,John Gamble,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,john.gamble@morganstanley.com,,Salesforce
11230762,Inactive Investor,Jeffrey Sietstra,,LPL Financial LLC Omaha NE 9869 S 168th Ave,,,Salesforce
10929405,Inactive Investor,Christopher Monroe,Financial Advisor,"Equity Services, Inc. Peoria IL 3641 N Meadowbrook Rd",,,Salesforce
9634464,,Larry Beeman,,,lbeeman@cj-fs.com,,List import
10614331,,Joseph Carter,Financial Advisor,,joseph.carter@strategiesforwealth.com,,List Import
10643759,,Joseph Evanski,,,joe.e@airsidesheetmetal.com,,Web Form Fillout
11037136,Inactive Investor,Xinyi Xia,,J.P. Morgan Securities LLC Floyds Knobs IN 800 Highlander Point Dr,xinyi.xia@jpmorgan.com,,Salesforce
11093605,Inactive Investor,Charles Dickinson,Chief Compliance Officer,William Mack & Associates Inc,daved@wmack.com,,Salesforce
10935857,Inactive Investor,Robert Burleson,,"Keel Point Capital, LLC Greenville NC 620 Red Banks Rd",rburleson@keelpoint.com,,Salesforce
9609848,,Marcel Grimm,,,mar20cel@outlook.de,,List import
10918512,Inactive Investor,Shallan Farmer,Financial Advisor,Edward Jones Loganville GA 3540 US 78,shallan.farmer@edwardjones.com,,Salesforce
3672412,,[Unknown],,,jing.huang@bmo.com,,List Import
9632849,,Anastasia Kay,,,2anastasia.kay@gmail.com,,List import
11036623,Inactive Investor,Cesar Estrada,,J.P. Morgan Securities LLC Bell Gardens CA 7220 Eastern Ave,cesar.estrada@jpmorgan.com,,Salesforce
204857,,Joseph Jacobs,Limited Partner And President,Wexford Capital Lp,jjacobs@wexford.com,561-273-8600,Manual List Upload
11029284,Inactive Investor,Kate King,,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",kate.king@equitable.com,,Salesforce
9595395,,Johnny Koo,,,jhkoo03d@sbcglobal.net,,List import
11092632,Inactive Investor,Sam Walton,,"Equitable Advisors, LLC Overland Park KS 7171 W 95th St",sam.walton@equitable.com,,Salesforce
10883143,Inactive Investor,Zachary Neaves,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10984980,Inactive Investor,Lisa Makanvand,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,lmakanvand@primerica.com,,Salesforce
10829004,Inactive Investor,Jonathan Denowitz,,Goldman Sachs & Co.,,,Salesforce
11007773,Inactive Investor,Nadine Stephens,,PFS Investments Inc. Hollywood FL 8910 Miramar Pkwy,nstephens@primerica.com,,Salesforce
9617256,,Himadri Saha,,,saha.himadri.91@gmail.com,,List import
10759561,Inactive Investor,Brian Rothman,Financial Advisor;Senior Vice President,Morgan Stanley Warren NJ 15 Independence Blvd,brian.rothman@morganstanley.com,,Salesforce
11205626,Inactive Investor,Thomas Cosgriff,Financial Planner,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
75139,,Cathy Abbott,Portfolio Associate,William Blair,cabbott@williamblair.com,312-364-5376,
9612802,,John Doe,,,c1.grayscale@niftybox.net,,List import
11188310,Inactive Investor,Kristopher Galenski,Investment Advisor,GWN Securities Inc. Leeds MA 38 Mulberry St,kgalenski@gwnsecurities.com,,Salesforce
9633869,,Rajat Sharma,,,sh.rajat7@gmail.com,,List import
10948575,Inactive Investor,Glen Gabrielson,Vice President;Wealth Management Specialist,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,glen.gabrielson@jpmorgan.com,,Salesforce
11203051,Inactive Investor,Paul Gibson,Chief Compliance Officer;Managing Member;Partner;Portfolio Manager,HarborView Capital Management LLC,bgibson@harborviewcapital.net,,Salesforce
11110027,Inactive Investor,Daniel Katzeff,,"MML Investors Services, LLC Livingston NJ 184 S Livingston Ave",dkatzeff@financialguide.com,,Salesforce
9548410,,John Edmunds,,,jehome@hawaiiantel.net,,List import
11024723,Inactive Investor,David Jorgensen,,"RBC Capital Markets, LLC Hartford CT 20 Church St",david.jorgensen@rbc.com,,Salesforce
10997025,Inactive Investor,Nicholas Christman,,Deutsche Bank Securities Inc.,,,Salesforce
10850178,Inactive Investor,Michael Sandifer,,LPL Financial LLC Brentwood TN Private Residence,michael.sandifer@lpl.com,,Salesforce
10776339,Inactive Investor,Daniel Taormina,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
10612027,,Harold Gross,"Financial Advisor, First Vice President",,hgross@jmsonline.com,,List Import
11074493,Inactive Investor,Joshua Robinson,Private Client Banker,J.P. Morgan Securities LLC Baton Rouge LA 9031 Siegen Ln,joshua.robinson@chase.com,,Salesforce
10939711,Inactive Investor,Stacey Sherbinsky,Financial Advisor,"Voya Financial Advisors, Inc. Coral Springs FL 9825 W Sample Rd",s.sherbinsky@voyafa.com,,Salesforce
10855292,Inactive Investor,James Paterson,,"Allstate Financial Services, LLC Zelienople PA 220 S Main St",jamespaterson@allstate.com,,Salesforce
11121973,Inactive Investor,Justin Washington,,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",justin.washington@equitable.com,,Salesforce
11168268,Inactive Investor,Jose Alaniz,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11081307,Inactive Investor,Mark Niemiec,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,mark.niemiec.ucai@statefarm.com,,Salesforce
11230005,Inactive Investor,Timothy Perniciaro,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,tmperniciaro@ft.newyorklife.com,,Salesforce
11122045,Inactive Investor,Douglas Bowcock,First Vice President,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",bowcockd@stifel.com,,Salesforce
10861614,Inactive Investor,James Scott-Jenkins,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",james.scott-jenkins@ml.com,,Salesforce
10966861,Inactive Investor,Joshua Leblanc,,"Avantax Investment Services, Inc. Beaumont TX 3440 Eastex Fwy",,,Salesforce
11094974,Inactive Investor,Claudia Fitch,Financial Advisor;Managing Principal,Fitch Financial Advisors LLC,claudia@fitchadvisors.com,,Salesforce
10875691,Inactive Investor,Tre Killian,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",tre.killian@nm.com,,Salesforce
11031530,Inactive Investor,Seth Chamberlain,Managing Director,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",seth.a.chamberlain@ampf.com,,Salesforce
10901147,Inactive Investor,Rezaul Kazi,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,rezaul.kazi@jpmorgan.com,,Salesforce
10875815,Inactive Investor,Bradley Mentzer,,"Osaic Wealth, Inc. Carlisle PA 325 S Hanover St",,,Salesforce
10779076,Inactive Investor,Teresa Cowden,Financial Advisor,Edward Jones New Concord OH 4 E Main St,teresa.cowden@edwardjones.com,,Salesforce
10865008,Inactive Investor,Marc Haberman,,"Ameritas Investment Company, LLC Los Gatos CA 21520 Betty Ann Ct",mhaberman@ameritas.com,,Salesforce
11159031,Inactive Investor,Daniel Haynes,Private Client Advisor,J.P. Morgan Securities LLC Indianapolis IN 8910 US 31 S,daniel.haynes@jpmorgan.com,,Salesforce
10871144,Inactive Investor,Ashley Roddy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,ashley.roddy@fidelity.com,,Salesforce
11229721,Inactive Investor,John Doyle,,"Northwestern Mutual Investment Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",john.d.doyle@nm.com,,Salesforce
217304,,Sirrah Smith,,United States,02srsirrah.smith13@gmail.com,,
10612443,,David Friedman,Financial Advisor,,david.friedman@prudential.com,,List Import
9565938,,Sean McGill,,,smcgill@verityinvest.com,,List import
198287,,Kyle Cox,,[Unknown],kyleblake0659@gmail.com,,source
11096842,Inactive Investor,George Rettig,Chief Compliance Officer;Director;Wealth Manager,Alitus Financial Services,mrettig@alitusllc.com,,Salesforce
11161691,Inactive Investor,Christopher Long,Wealth Management Associate,Morgan Stanley Nashville TN 3102 West End Ave,chris.long@morganstanley.com,,Salesforce
11155170,Inactive Investor,Christopher Cornelius,,"Cambridge Investment Research, Inc. Fullerton CA 1561 E Orangethorpe Ave",ccornelius@cambridgesecure.com,,Salesforce
10003883,,Razzy DM,,,zetarazzy@yahoo.com,,Web Form Fillout
9561669,,Daniel Maher,,,dmaher@ft.newyorklife.com,,List import
11180567,Inactive Investor,Christopher Reardon,,"Parkland Securities, LLC Clinton NJ 65 Old Hwy 22",creardon@parklandrep.com,,Salesforce
10929685,Inactive Investor,Nathan Hermanson,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
11078983,Inactive Investor,Jose Berges,,"Finamex International, LLC",,,Salesforce
10958349,Inactive Investor,Jennifer Hall,Chief Compliance Officer,Taylor Frigon Capital Management LLC,ohall@taylorfrigon.com,,Salesforce
9588754,,Mahmoud Alkousi,,,mhkousii@gmail.com,,List import
10919401,Inactive Investor,William McKinney,Chief Compliance Officer,Homrich Berg,travis.mckinney@homrichberg.com,,Salesforce
10785092,Inactive Investor,Brian Bammerlin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.bammerlin@fidelity.com,,Salesforce
10985454,Inactive Investor,Natalie Harrelson,,Edward Jones Orangeburg SC 1170 Boulevard St,,,Salesforce
11059795,Inactive Investor,Tara Troxel,,Thrivent Investment Management Inc. Fargo ND 3575 45th St S,tara.troxel@thrivent.com,,Salesforce
10810080,Inactive Investor,Donald Bardeen,,"Avantax Investment Services, Inc.",,,Salesforce
11078890,Inactive Investor,James Belford,,Country Capital Management Company Puyallup WA 112 E Meeker,jim.belford@countryfinancial.com,,Salesforce
11234490,Inactive Investor,Hiram Bernal,,Morgan Stanley Miami FL 220 Alhambra Cir,hiram.bernal@morganstanley.com,,Salesforce
9636541,,Michael Butler,,,michael@coldstream.com,,List import
11129243,Inactive Investor,Marisa Badum,,"CUSO Financial Services, L.P. Downingtown PA 1246 Cornerstone Blvd",,,Salesforce
10648005,,Brian Roettjer,,,brian.roettjer@fmr.com,,List Import
10957433,Inactive Investor,Christopher Rea,,LPL Financial LLC Lees Summit MO 700 NE State Rte 291,christopher.rea@lpl.com,,Salesforce
11076616,Inactive Investor,David Overholser,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Raleigh NC 4313 Glenwood Ave",david.overholser@schwab.com,,Salesforce
10992407,Inactive Investor,Phillip Gilchrease,,"Prudential Annuities Distributors, Inc",phillip.gilchrease@prudential.com,,Salesforce
335559,,Fred Barnes,Shareholder,Highland Consulting Associates Inc.,fobarnes@aol.com,440-808-1500,Manual List Upload
11118826,Inactive Investor,Carrie Letsinger,Financial Advisor,LPL Financial LLC Lady Lake FL 978 Del Mar Dr,carrie.letsinger@lpl.com,,Salesforce
11176683,Inactive Investor,Leslie Arsenault Metz,Associate General Counsel;General Counsel;Regulatory Contact,"Dakota Wealth, LLC",lmetz@dakotawm.com,,Salesforce
11144054,Inactive Investor,Zachary Beckhusen,Financial Advisor,LPL Financial LLC Bellingham WA Private Residence,zachary.beckhusen@lpl.com,,Salesforce
10980557,Inactive Investor,Richard Carroll,Financial Advisor,"Ameriprise Financial Services, LLC Cordova TN 138 Timber Creek Dr",richard.carroll@ampf.com,,Salesforce
10715191,,Mian Fan,,,m@clnm.capital,,Web Form Fillout
142286,,Robert Laferriere,Investment Advisor Representative,"Voya Financial Advisors, Inc.",robert.laferriere@voyafa.com,518-738-0060,
9615289,,Michael Ross,,,rosscapital@yahoo.com,,List import
10833991,Inactive Investor,Cindy Cornette,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Montgomery AL 2835 Zelda Rd",cindy.cornette@ampf.com,,Salesforce
11210923,Inactive Investor,William Cochrane,,"Allstate Financial Services, LLC Hickory NC 365 2nd St Ne",williamcochrane@allstate.com,,Salesforce
10972177,Inactive Investor,Avraham Levitan,Chief Compliance Officer;Deputy Chief Compliance Officer;Regulatory Contact,Glass Jacobson Wealth Advisors,avraham.levitan@glassjacobson.com,,Salesforce
372419,,Braden Sherota,,United States,bradensherota@gmail.com,,Salesforce
10843568,Inactive Investor,Edward Sonnier,,Lombard Securities Incorporated Jennings LA 115 W Nezpique St,esonnier@golombard.com,,Salesforce
9545915,,Mike Howey,,,mike.howey1@gmail.com,,List import
11109660,Inactive Investor,Phillip Lippi,,"Pruco Securities, LLC. Pekin IL 1530 N 8th St",phillip.lippi@prudential.com,,Salesforce
10852092,Inactive Investor,Ronald Appler,Financial Advisor,"Independent Financial Group, LLC Sykesville MD Private Residence",,,Salesforce
11067290,Inactive Investor,Keith Huff,Financial Consultant,"Osaic Wealth, Inc. Houston TX 2525 Bay Area Blvd",keith.huff@osaicwealth.com,,Salesforce
10613092,,Robert Ward,"Financial Advisor, Resident Director, Senior Resident Director, Vice President",,robert.c.ward@ml.com,,List Import
11203341,Inactive Investor,Michael Brooks,Advisor;Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,michael.brooks@corient.com,,Salesforce
10872527,Inactive Investor,Kevin Rhodes,,Stonex Securities Inc. Orefield PA 2340 PA Rte 309,,,Salesforce
10976166,Inactive Investor,Jeb Nordby,,"Osaic Wealth, Inc. Norfolk NE 1303 Andrews Dr",,,Salesforce
11136452,Inactive Investor,Hiba Mahgoub,,"Charles Schwab & Co., Inc.",,,Salesforce
11022773,Inactive Investor,Miguel Crespo-Girona,,J.P. Morgan Securities LLC Tampa FL 12703 N Dale Mabry Hwy,miguel.crespo-girona@jpmorgan.com,,Salesforce
10614445,,Asghar Kazim,Financial Advisor,,asghar_kazim@glic.com,,List Import
11030033,Inactive Investor,Jeremy Spellmeyer,Financial Professional,LPL Financial LLC Chesterfield MO 14500 S Outer 40 Rd,jeremy.spellmeyer@lpl.com,,Salesforce
10879791,Inactive Investor,Andrew Kamensky,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",andrew.kamensky@schwab.com,,Salesforce
11032721,Inactive Investor,Amelia Beukers,Associate Financial Advisor,"Ameriprise Financial Services, LLC Salt Lake City UT 3115 E Lion Ln",amelia.beukers@ampf.com,,Salesforce
10979837,Inactive Investor,Risa Davidsmeyer,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",risa.davidsmeyer@nm.com,,Salesforce
11217757,,Philip Stone,,,philip.stone@lpl.com,,List Import
221780,,Dumitru Daniel Doce,,[Unknown],ddocedaniel@gmail.com,,Direct
11165114,Inactive Investor,Deaven Phillips,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",,,Salesforce
11242403,Inactive Investor,Phillip Oppedahl,,Phillip Oppedahl,pandkstpete@outlook.com,,Web Form Fillout
11193948,Inactive Investor,Valerie Wynter-Wilson,,PFS Investments Inc. Waterbury CT 207 Bank St,vwynterwilson@primerica.com,,Salesforce
11190716,Inactive Investor,Victor Raigoza,Financial Advisor;President,LPL Financial LLC Albuquerque NM 8500 Menaul Blvd NE,victor.raigoza@lpl.com,,Salesforce
10902755,Inactive Investor,Stephan Ihde,Financial Advisor,Edward Jones Asheville NC 900 Hendersonville Rd,stephan.ihde@edwardjones.com,,Salesforce
11085257,Inactive Investor,Jessica Kobrin,,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",jessica.kobrin@tfaconnect.com,,Salesforce
370815,,David Jamison,,United States,david.jamison100@gmail.com,,Salesforce
11182920,Inactive Investor,Robert Vaughan,First Vice President - Wealth Management;Senior Retirement Plan Consultant,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,robert.vaughan@ubs.com,,Salesforce
11230616,Inactive Investor,Thomas Vondran,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",,,Salesforce
11013800,Inactive Investor,Austin Riley,,State Farm VP Management Corp. Richardson TX 1415 State St,austin.riley.dr16@statefarm.com,,Salesforce
11147426,Inactive Investor,David Luna,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.luna@fidelity.com,,Salesforce
10887437,Inactive Investor,Nathan Cressall,Agency Owner;Agent,"Horace Mann Investors, Inc. Ogden UT 1638 N Washington Blvd",nathan.cressall@horacemann.com,,Salesforce
10851102,Inactive Investor,Jerrod Brown,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",jerrod.brown@raymondjames.com,,Salesforce
11048772,Inactive Investor,Donald Dority,Investment Advisor Representative;President,Narrow Path Financial Inc.,don@narrowpathfinancial.net,,Salesforce
9585010,,Ricardo Cadet,,,iamanewdaddy@gmail.com,,List import
10785621,Inactive Investor,Christopher Clarke,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",christopher.w.clarke@ml.com,,Salesforce
9561144,,Matt Gertz,,,mattgertz22@gmail.com,,List import
11218937,,Frank Puryear,,,fpuryear@barksdaleim.com,,Other
10893658,Inactive Investor,Wesley Dickinson,Financial Advisor Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,wesley.dickinson@ubs.com,,Salesforce
9589062,,Cjcardenas81@gmail.com Cardenas,,,cjcardenas81@gmail.com,,List import
352236,,Jason Laird,Business Development Officer,"Glenmede Investment Management, Lp",jason.laird@glenmede.com,215-419-6000,Manual List Upload
10820033,Inactive Investor,Karen Powell,,"Concourse Financial Group Securities, Inc. Atlanta GA 7 Piedmont Ctr NE",karen.powell@concoursefinancial.com,,Salesforce
9559020,,mm hhhh,,,hongmengshaonian@gmail.com,,List import
11051819,Inactive Investor,Billy Bunn,,"FBL Marketing Services, LLC Chickasha OK 2325 W Grand Ave",billy.bunn@fblfinancial.com,,Salesforce
11212202,Inactive Investor,Alyssa Heras,,J.P. Morgan Securities LLC California MD 45210 Worth Ave,alyssa.heras@jpmorgan.com,,Salesforce
10942190,Inactive Investor,Julie Trudeau,Financial Services Professional,PFS Investments Inc. Meridian ID 1404 N Main St,jtrudeau@primerica.com,,Salesforce
10755933,Inactive Investor,Michael Cascione,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,michael.cascione@morganstanley.com,,Salesforce
10770277,Inactive Investor,Ana Smalley,Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11043816,Inactive Investor,Cletis Brooks,,"Stifel, Nicolaus & Company, Incorporated",brooksc@stifel.com,,Salesforce
9590098,,Aleksei Golota,,,booster1k@ukr.net,,List import
10869685,Inactive Investor,Thomas Weiss,Financial Professional;Investment Advisor Representative,"MML Investors Services, LLC Buffalo NY 5586 Main St",tweiss@financialguide.com,,Salesforce
11053930,Inactive Investor,Arthur Stevens,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Philadelphia PA 1650 Market St,arthur.stevens@morganstanley.com,,Salesforce
10885335,Inactive Investor,Ashley Carlson,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10658993,,John Dorn,,,john.dorn@lpl.com,,List Import
9594930,,Giangi Incisa,,,giangiisboss@gmail.com,,List import
10774365,Inactive Investor,Peter Sereno,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",peter.sereno@ml.com,,Salesforce
10510330,,Jonathan Parisi,"Senior Director, Americas Head of Relationship Management",ICE,jonathan.parisi@ice.com,,List Import
9605246,,Benjamin Silverman,,,bsilverman@valleyforgecapital.com,,List import
11001914,Inactive Investor,Alison Esbeck,Associate General Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
227918,,Russell Charles Widmar,,Russell Charles Widmar,russell.widmar@gmail.com,,
11026876,Inactive Investor,Loren Harris,Financial Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",loren.harris@valic.com,,Salesforce
10489622,,John Checki,Financial Advisor,"Securities America Advisors, Inc. Plano TX 1720 Edgewater Dr",jj@checkifinancial.com,,List Import
159187,,Nerinder Sambyal,,[Unknown],nerinder.sambyal@dell.com,,
9564907,,Brahim Boukioud,,,bboukioud60@gmail.com,,List import
10998117,Inactive Investor,Daniel Dunn,,Goldman Sachs Custody Solutions Colorado Springs CO 5475 Mark Dabling Blvd,,,Salesforce
11107686,Inactive Investor,Chad Gorsuch,,"Stifel, Nicolaus & Company, Incorporated",cmgorsuch@stifel.com,,Salesforce
10986687,Inactive Investor,Liana Lachapelle,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
11163473,Inactive Investor,Caroline Sporer,,LPL Financial LLC Normandy Park WA Private Residence,caroline.sporer@lpl.com,,Salesforce
10915747,Inactive Investor,Christine Blanchard,Chief Compliance Officer;President,CDB Advisory & Consulting Irvine CA 123 Regal,,,Salesforce
11118450,Inactive Investor,Jennifer Moran,Wealth Advisor,Commonwealth Financial Network Worcester MA 370 Main St,,,Salesforce
11033897,Inactive Investor,Steve Tieu,,State Farm VP Management Corp. Rosemead CA 9011 Garvey Ave,steve.tieu.qpw2@statefarm.com,,Salesforce
9597164,,Sudipta Roy,,,bablam200@gmail.com,,List import
11090061,Inactive Investor,Ursula Hand,,"Cambridge Investment Research, Inc. Abita Springs LA 71128 Hwy 59",ursula.hand@cambridgesecure.com,,Salesforce
11210932,Inactive Investor,Robert Ford,,"Allstate Financial Services, LLC Dayton OH 689 Miamisburg Centerville Rd",rford@allstate.com,,Salesforce
11154125,Inactive Investor,Scott Keenan,Financial Advisor,"Ameriprise Financial Services, LLC Baltimore MD 6115 Falls Rd",scott.keenan@ampf.com,,Salesforce
11031672,Inactive Investor,Jonathan Heise,Investment Advisor;Managing Member,Forecast Financial LLC,,,Salesforce
9613902,,Jon Jameson,,,rowdajon@msn.com,,List import
10841532,Inactive Investor,Marshall Mennenga,Financial Advisor;Tax Advisor,"Harbour Investments, Inc. Madison WI 814 Atlas Ave",,,Salesforce
10659177,,Charles Williams,,,charles.williams@oneamerica.com,,List Import
11206127,Inactive Investor,John Countryman,,LPL Financial LLC Montrose CO Private Residence,john.countryman@lpl.com,,Salesforce
110688,,Joseph Mason,,Mayfair Advisory Group,cmason@mayfairag.com,(205) 800-4312,Paid Social
11260618,Inactive Investor,Shala Walker,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
11014199,Inactive Investor,Courtney Adler,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
9602492,,name hana,,,name@hotmail.com,,List import
10774411,Inactive Investor,Elizabeth Dornisch,,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,beth.mcnees@morganstanley.com,,Salesforce
11082722,Inactive Investor,Laura Watson,,"ICA Group Wealth Management, LLC Mineral Wells TX 115 N Oak Ave",laura.watson@icadvisorgroup.com,,Salesforce
9590370,,E Sibay,,,e_sibay@yahoo.co.uk,,List import
9627619,,jie zhang,,,1367481013@qq.com,,List import
9624377,,Anna Nekoranec,,,anna@alignprivatecapital.com,,List import
11113154,Inactive Investor,James Spruance,,"Sanford C. Bernstein & Co., LLC",james.spruance@bernstein.com,,Salesforce
10863550,Inactive Investor,Charles Fifield,,"Avantax Investment Services, Inc. Friendswood TX 1560 W Bay Area Blvd",,,Salesforce
10804897,Inactive Investor,Pamela Smith,,"OFG Financial Services, Inc. Memphis TN 1572 Poplar Ave",pamelasmith@ofgfinancial.com,,Salesforce
10895322,Inactive Investor,Richard Gruber,,"Truist Investment Services, Inc. Lakeland FL 4828 S Florida Ave",richard.gruber@truist.com,,Salesforce
9611294,,Cedric Rochat,,,crochatc@gmail.com,,List import
9547560,,Mr Chummee,,,chummee2u@gmail.com,,List import
9608494,,Frank Gao,,,gaoshouye@gmail.com,,List import
11116355,Inactive Investor,David Volpe,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",dave.volpe@wellsfargo.com,,Salesforce
338135,,Matthew Meurer,Agency Control Officer,"Ashford Advisors, Llc",mmeurer@ashfordadvisors.net,585-697-0362,Manual List Upload
11194189,Inactive Investor,Feng Luo,,"Transamerica Financial Advisors, Inc San Dimas CA 133 E Bonita Ave",feng.luo@tfaconnect.com,,Salesforce
11093629,Inactive Investor,Lisa Farrier,Advisor;Chief Compliance Officer;Managing Member;Owner,Nest Egg Financial Advisors,lisa@nesteggfa.com,,Salesforce
11094527,Inactive Investor,Joseph Arisco,,PFS Investments Inc. Port Neches TX 1019 Port Neches Ave,jarisco@primerica.com,,Salesforce
346824,,Alex Waddey,Managing Director,C-iii Investment Management Llc,awaddey@c3cp.com,212-705-5000,Manual List Upload
10613242,,Michael Wattick,"Senior Financial Advisor, Senior Vice President",,michael_wattick@ml.com,,List Import
9639230,,Wanda Cerqueira,,,wanda@fabasa.com.br,,List import
11033543,Inactive Investor,Curtis Moore,Financial Advisor,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",curtis.moore@equitable.com,,Salesforce
11139900,Inactive Investor,Ronald Anderson,,PFS Investments Inc. Miami FL 7955 NW 12th St,,,Salesforce
9594278,,Katherine Christoferson,,,kchristoferson@mccollum-christoferson.com,,List import
11002987,Inactive Investor,Keith Valdez,,J.P. Morgan Securities LLC Englewood CO 4968 S Yosemite St,keith.valdez@jpmorgan.com,,Salesforce
11200391,Inactive Investor,Cheryl Davis,Portfolio Associate,Morgan Stanley Reno NV 5390 Kietzke Ln,cheryl.davis@morganstanley.com,,Salesforce
11100118,Inactive Investor,Bert Madden,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,bert.madden@morganstanley.com,,Salesforce
11174332,Inactive Investor,David Brown,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,david.brown@nb.com,,Salesforce
371925,,Viken Eldemir,,United States,vic155@protonmail.com,,Salesforce
9624895,,Thomas Chi,,,tomhchi@gmail.com,,List import
10769603,Inactive Investor,Andrew McCormick,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",andrew.mccormick@wellsfargoadvisors.com,,Salesforce
10917354,Inactive Investor,Timothy Knotts,Chief Compliance Officer;Principal,"The Hogan-Knotts Financial Group, Inc.",t.knotts@hkfg.biz,,Salesforce
9614424,,Wendelyn Melton,,,wmelton772@gmail.com,,List import
11189444,Inactive Investor,Anton Wilson,,J.P. Morgan Securities LLC Troy MI 1050 E Long Lake Rd,,,Salesforce
9617330,,Jian Zheng,,,crypto.zj@hotmail.com,,List import
11174034,Inactive Investor,Dennis Dussik,,"Osaic Wealth, Inc. Saint Paul MN 7845 3rd St N",,,Salesforce
9619565,,Craig Lloyd,,,craig.lloyd1@sky.com,,List import
11235192,Inactive Investor,David Tetley,Financial Advisor,"Sound Income Strategies, LLC Fairfield CT 135 Shetland Rd",dtetley@soundincomestrategies.com,,Salesforce
10823653,Inactive Investor,Edward Kissinger,Financial Advisor,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",ned.kissinger@rbc.com,,Salesforce
11081727,Inactive Investor,Gregg Giboney,Portfolio Manager;President,"Timberline Investment Management, LLC",gregg@timberlineinvestment.com,,Salesforce
11050368,Inactive Investor,Craig Panarella,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,Panarella Wealth Management LLC,craig@panarellawealthmanagement.com,,Salesforce
10853325,Inactive Investor,Randolph Huiting,Partner;President,"Wells Fargo Advisors Financial Network, LLC Evergreen CO 1522 Bergen Pkwy",randolph.huiting@wfafinet.com,,Salesforce
11004307,Inactive Investor,Karen Mathiowetz,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,krmathiowetz@ft.newyorklife.com,,Salesforce
10614046,,Hang Zheng,Financial Advisor,,hang.zheng@wellsfargoadvisors.com,,List Import
10964669,Inactive Investor,Oscar Trevarthen,,Citigroup Global Markets Inc.,,,Salesforce
9585845,,Steven Dyches,,,sdyches@massmutual.com,,List import
9639752,,Kyu Il Oh,,,kyu.oh@nhwm.com,,List import
9620289,,Quan Nguyen,,,thenextepisode0405@gmail.com,,List import
10869486,Inactive Investor,Brian Self,,LPL Financial LLC Chargin Falls OH Private Residence,brian.self@lpl.com,,Salesforce
10771601,Inactive Investor,Rebecca Dorton,Assistant Vice President;Institutional Consulting Analyst,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,becky.dorton@morganstanley.com,,Salesforce
11098809,Inactive Investor,Harrison Sedmak,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,harrison.sedmak@fmr.com,,Salesforce
197195,,Brian Leitner,Chief Practice Management Officer,[Unknown],brian.leitner@marinerwealthadvisors.com, +1 913 387 2747,Database Upload
10815459,Inactive Investor,Macarther Plumart,Chief Compliance Officer;Founder;Managing Member;President,"MRP Capital Investments, LLC",mac@mrpci.com,,Salesforce
127743,,Ryan Baney,"Senior Manager, Private Client Services","Sequoia Financial Group, L.l.c.",rbaney@sequoia-financial.com,330-375-9480,Manual List Upload
11199644,Inactive Investor,Jorge Gonzalez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",jorge.a.gonzalez@ml.com,,Salesforce
9565413,,Mark Kurowski,,,mark@markkurowski.com,,List import
11108746,Inactive Investor,Thomas Olbrich,Financial Advisor,LPL Financial LLC Cherry Hill NJ 1864 Marlton Pike E,thomas.olbrich@lpl.com,,Salesforce
11149506,Inactive Investor,Jonathan Crisler,,"Allstate Financial Services, LLC Dallas TX 1350 N Buckner Blvd",jonathancrisler@allstate.com,,Salesforce
11168923,Inactive Investor,Jessica Arvanites,,"Pruco Securities, LLC. Newark NJ 213 Washington St",jessica.arvanites@prudential.com,,Salesforce
11053736,Inactive Investor,Anna Im,,NYLIFE Securities LLC Lakewood CO Private Residence,sookyim@ft.newyorklife.com,,Salesforce
10930781,Inactive Investor,Dawn Landen,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,dawn.landen@primerica.com,,Salesforce
9619397,,Thomas Mo,,,tmo@canyonpartners.com,,List import
230025,, -,,[[Unknown]],janebooneng57@gmail.com,,
10933774,Inactive Investor,Adwowa Afenyi-Annan,Chief Compliance Officer;Financial Planner;Principal,3A Financial Group LLC Charlotte NC 1001 E W T Harris Blvd,,,Salesforce
10989633,Inactive Investor,Andrew Becerra,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 111 Rayburn Dr",andrew.becerra@ml.com,,Salesforce
10387216,,Julian Azzopardi,,,julian@avail.global,,Web form fillout
9562575,,Christopher Gardner,,,christopher.gardner@fmr.com,,List import
11042428,Inactive Investor,Andrew Ames,Financial Advisor,LPL Financial LLC Arcadia FL 128 W Oak St,andrew.ames@lpl.com,,Salesforce
10800498,Inactive Investor,Patrick Fitzgerald,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,pat.fitzgerald@ubs.com,,Salesforce
215369,,Donny Cablao,,"Surftek, LLC",dncablao@comcast.net,,Webinar
11100977,Inactive Investor,Michael Tudor,Financial Advisor,"Wells Fargo Clearing Services, LLC Mission Viejo CA 27201 Puerta Real",michael.tudor@wellsfargoadvisors.com,,Salesforce
10887949,Inactive Investor,Joni Dorris,,"Geneos Wealth Management, Inc. Lamar CO 303 Woodland Dr",,,Salesforce
76777,,Carla Worsham,Senior Vice President,Frost Investment Services,cferreri@frostbank.com,,
10989722,Inactive Investor,Nicholas Shoulta,Financial Advisor,"Beacon Capital Management, LLC",nicholas.shoulta@beaconcm.com,,Salesforce
10656985,,Antoinetta Harvey-Mcfadden,,,amcfaanto@primerica.com,,List Import
11178094,Inactive Investor,Eugene Cerf,,"Transamerica Financial Advisors, Inc Honolulu HI 1360 S Beretania St",eugene.cerf@transamerica.com,,Salesforce
9637100,,George Kim,,,gkim@columbushill.com,,List import
11114638,Inactive Investor,Ryan Hostnik,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10979477,Inactive Investor,Gina Ficociello,,J.P. Morgan Securities LLC North Olmsted OH 4763 Great Northern Blvd,gina.ficociello@jpmorgan.com,,Salesforce
9612572,,Stephen Kneeley,,,skneeley@driehaus.com,,List import
6606677,,Jorgeju17 Jorge Gutiérrez,,,jorgegutierrezju497@gmail.com,,Web Form Fillout
10800322,Inactive Investor,Adam Brindza,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",adam.brindza@nm.com,,Salesforce
10757589,Inactive Investor,Stephen Hall,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Greenville SC 401 N Main St",stephen.s.hall@rbc.com,,Salesforce
9560595,,J L,,,kukubirdsong@gmail.com,,List import
10617272,,Patrick McAllister,,,patrick.mcallister@ampf.com,,List Import
11122548,Inactive Investor,Connie Pearson,Investment Advisor Representative,"Values First Advisors, Inc.",connie@valuesfirstadvisors.com,,Salesforce
10770312,Inactive Investor,Michael Miremadi,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,michael.miremadi@ubs.com,,Salesforce
11193316,Inactive Investor,Mark Anderson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,mark.s.anderson@ubs.com,,Salesforce
10960243,Inactive Investor,Brenna Andrews,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brenna.andrews@fidelity.com,,Salesforce
11060545,Inactive Investor,Brian Winebrenner,Assistant Vice President,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10926740,Inactive Investor,Clovis Van Houten,,"Cambridge Investment Research, Inc. Beaumont TX 2920 Eastex Fwy",,,Salesforce
11061259,Inactive Investor,Jesse Maldonado Muro,,"Wells Fargo Clearing Services, LLC Paramount CA 16230 Paramount Blvd",,,Salesforce
11193209,Inactive Investor,Stephen Donoghue,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11167439,Inactive Investor,Grace Valentine,Customer Service Associate,Morgan Stanley Dayton OH 4380 Buckeye Ln,,,Salesforce
10853667,Inactive Investor,Eric Slack,,LPL Financial LLC Antioch CA 4839 Lone Tree Way,eric.slack@lpl.com,,Salesforce
11023667,Inactive Investor,Michael Mock,,"Allstate Financial Services, LLC Miami FL 1000 NW 57th Ct",darrenmock@allstate.com,,Salesforce
10842524,Inactive Investor,Janis Mosley,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
7262393,,dion eli pivac,,,dpivac861@gmail.com,,Web Form Fillout
10780814,Inactive Investor,Gina Galang,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,gina.galang@jpmorgan.com,,Salesforce
9613720,,Simin Chai,,,chaisimin@gmail.com,,List import
10798787,Inactive Investor,David Holdsworth,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",david.holdsworth@wellsfargoadvisors.com,,Salesforce
10873242,Inactive Investor,Eui Lim,Manager,"Think Wealth, LLC Buena Park CA 6281 Beach Blvd",,,Salesforce
11198776,Inactive Investor,Thomas Abramson,,Key Investment Services LLC East Amherst NY 9640 Transit Rd,thomas_m_abramson@kisinvestments.com,,Salesforce
11140644,Inactive Investor,Keith Unikel,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",keith_unikel@ml.com,,Salesforce
9547435,,Roman Rudenko,,,ra.rudenko@gmail.com,,List import
10615948,,Mario Ruiz,,,mario.ruiz@lpl.com,,List Import
9637527,,Vicki Pomerleau,,,vpomerleau@amica.com,,List import
52813,,William Couchman,"EVP, COO, clo, Chief Compliance Officer",Birmingham Capital Management Co Inc,ouchmanbcm@bellsouth.ne,205-967-7062,Manual List Upload
11047761,Inactive Investor,Rhonda Siddoway,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",r.siddoway@wellsfargoadvisors.com,,Salesforce
368105,,Ronaldo C,Investor,,realronaldo@hotmail.com,,Webinar
10811300,Inactive Investor,Gregory Perrone,,"Raymond James Financial Services, Inc. Hernando FL 2657 N Forest Ridge Blvd",gregory.perrone@raymondjames.com,,Salesforce
10833086,Inactive Investor,Daniel Tomlinson,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",dwtomlinson@firstcommand.com,,Salesforce
10801611,Inactive Investor,Jason Arnett,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",jasonarnett@wellsfargoadvisors.com,,Salesforce
10603826,,Michael Lazar,"Chief Executive Officer, Limited Partner, Managing Partner, President, Regulatory Contact",Piney Lake Capital Management LP,mbl@piney-lake.com,,List Import
10926282,Inactive Investor,Peter Guglietta,,"M Holdings Securities, Inc.",peter.guglietta@mfin.com,,Salesforce
11152947,Inactive Investor,George Kovka,,LPL Financial LLC Southington CT Private Residence,george.kovka@lpl.com,,Salesforce
9587908,,Derek S,,,derek@finance.nexteva.com,,List import
10921336,Inactive Investor,Erik Damers,,"Cambridge Investment Research, Inc. West Fulton NY Private Residence",erik.damers@lfg.com,,Salesforce
248695,,Jeff Gomez,President,Lexus Power LLC,jeff@lexuspower.com,,Manual List Upload
11103500,Inactive Investor,Devin Harrigan,Chief Investment Officer;Investment Advisor Representative;Member,Ascent Capital,,,Salesforce
11110376,Inactive Investor,Shawn Necaise,,PFS Investments Inc. Diberville MS 10598 Diberville Blvd,snecaise@primerica.com,,Salesforce
370337,,Peter Jarow,Analyst,"Lakewood Capital Management, LP",pjarow@lakewoodlp.com,1-212-584-2210,Initial Salesforce Import
11207094,Inactive Investor,Alexander Scott,,LPL Financial LLC Parsippany NJ 1639 State RT 10,,,Salesforce
10638844,,Halvard Kvaale,,,halvard@mpccapitaladvisors.com,,List Import
10611543,,Joseph Norvish,Financial Advisor,,joseph.norvish@equitable.com,,List Import
11007695,Inactive Investor,Jack Rose,,"MML Investors Services, LLC Charleston SC 2265 Clements Ferry Rd",,,Salesforce
11050409,Inactive Investor,Jerrel Armstrong,Chief Investment Officer;Director;Director - Investments;Principal,IWP Wealth Management LLC,jerrel@iwpfo.com,,Salesforce
11203036,Inactive Investor,Matthew O'Connor,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",,,Salesforce
25055,,Daniel Ohrtman,Credit Analyst,Linden Advisors L.P.,dohrtman@lindenlp.com,1-646-840-3500,Initial Salesforce Import
11111997,Inactive Investor,Victoria Vidal,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11186840,Inactive Investor,Joseph Fitzsimons,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Potsdam NY 65 Market St,joseph.p.fitzsimons@morganstanley.com,,Salesforce
11228998,Inactive Investor,Jacob Varriale,,Edward Jones Fruitland ID 1112 N Vermont St,,,Salesforce
201135,,Sean Endersbe,Financial Advisor,"SagePoint Financial, Inc.",sendersbe@sagepointadvisor.com,218-525-9001,
11094300,Inactive Investor,Brandon Barile,,"International Assets Advisory, LLC Tampa FL 8309 Gunn Hwy",,,Salesforce
11213010,Inactive Investor,Vladislav Tsyn,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,vladislav.tsyn@fidelity.com,,Salesforce
9548189,,Roshan Bandara,,,roshymun@gmail.com,,List import
11176456,Inactive Investor,Brenda Ehrke,Financial Advisor,Edward Jones Largo FL 2450 W Bay Dr,brenda.ehrke@edwardjones.com,,Salesforce
10784089,Inactive Investor,George Miller,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",george.miller@schwab.com,,Salesforce
9553454,,Anthony Scott,,,anthonyscott@financialguide.com,,List import
10616004,,Anthony Ferrazzi,,,anthony.ferrazzi@ml.com,,List Import
11158825,Inactive Investor,Wilson Bullard,Financial Planning Specialist;Portfolio Associate,Morgan Stanley Boston MA 28 State St,wilson.bullard@morganstanley.com,,Salesforce
11184878,Inactive Investor,Timothy Haynal,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
9587567,,Mohamad Mahmud Erik,,,mohamad.m.erik@gmail.com,,List import
10968806,Inactive Investor,Davis Habilaj,,Vanguard Marketing Corporation,davis_habilaj@vanguard.com,,Salesforce
11096837,Inactive Investor,Erik Morgan,Co-Founder;Financial Advisor;Managing Member;Regulatory Contact,"Retirement Financial Group, LLC",erik@retirementnational.com,,Salesforce
11066313,Inactive Investor,Katherine Olson,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
11067490,Inactive Investor,Nadia Egas,,Fidelity Brokerage Services LLC New York NY 165 Broadway,nadia.egas@fmr.com,,Salesforce
10486974,,John Graham,"Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",john_s_graham@ml.com,,List Import
11213448,Inactive Investor,Julie Willis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
337723,,Brian Koepp,Managing Member,"Sonnet, Llc",bkoepp@sonnetinvest.com,281-404-4346,Manual List Upload
11050575,Inactive Investor,Daniel Divico,,"International Assets Advisory, LLC Orlando FL 20 N Orange Ave",ddivico@iaac.com,,Salesforce
11166450,Inactive Investor,Tyler Erhard,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
10844949,Inactive Investor,Tobin Calvert,Investment Advisor,Luther King Capital Management Corporation,tcalvert@lkcm.com,,Salesforce
10899419,Inactive Investor,Faith Winslow,Client Service Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
10784884,Inactive Investor,Tasha Garcia,Financial Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,tasha.garcia@morganstanley.com,,Salesforce
9634706,,Kelly Hardeman,,,khardeman@insightpartners.com,,List import
11119691,Inactive Investor,Cynthia Mann,,Commonwealth Financial Network Oak Brook IL 2215 York Rd,cmann@commonwealth.com,,Salesforce
10903338,Inactive Investor,Lindsay Loignon,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
1006193,Inactive Investor,Adam Shapiro,Co-Founder & Managing Partner,East Rock Capital,ashapiro@eastrockcap.com, +1 212 630 5000,Manual List Upload
11235024,Inactive Investor,Nicklos Naseman,Investment Advisor Representative,"Royal Fund Management, LLC Colorado Springs CO Private Residence",nnaseman@royalfundmanagement.com,,Salesforce
11131153,Inactive Investor,Shaun Murphy,,"Concourse Financial Group Securities, Inc. Lexington MA 922 Waltham St",shaun.murphy@concoursefinancial.com,,Salesforce
10996340,Inactive Investor,Ryan Miller,,"Choreo, LLC Sioux Falls SD 2101 W 41st St",ryan.miller@choreoadvisors.com,,Salesforce
69404,,Kenneth Simpson,Chief Compliance Officer,"Onyx Financial Advisors, Llc",ksimpson@onyxfinancial.com,208-522-6400,
11168017,Inactive Investor,Joshua Morris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11025368,Inactive Investor,David Turgeon,,"MML Investors Services, LLC",,,Salesforce
11117444,Inactive Investor,Lori Reeve,,PFS Investments Inc. Lihue HI 4210 Hanahao Pl,lori.reeve@primerica.com,,Salesforce
179671,,Wanying Zhang,Investment Analyst,[Unknown],wanying.zhang@primecapital-ag.com,,Database Upload
11177517,Inactive Investor,Elaine Natoli,Chief Communications Officer;Vice President,Tandem Investment Advisors Inc,enatoli@tandemadvisors.com,,Salesforce
10765464,Inactive Investor,Christopher Molessa,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",todd.molessa@nm.com,,Salesforce
11004898,Inactive Investor,Erin Stone,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,ebstone@ft.newyorklife.com,,Salesforce
10942363,Inactive Investor,Zachary Wyatt,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,zachary_wyatt@vanguard.com,,Salesforce
10824011,Inactive Investor,Charlotte Von Claparede-Crola,Client Service Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
122301,,Steven Fullerton,"Investment Advisor Representative, Managing Member, Member, President, Regulatory Contact","Kingdom Financial Group, LLC",steve@kingdom-financial.com,623-974-0300,
10969461,Inactive Investor,Zachary Sasser,,"Osaic Wealth, Inc. Austin TX 4718 Duval St",,,Salesforce
10843778,Inactive Investor,Shawn Keane,Managing Director;Vice President,"Smithbridge Asset Management, Inc.",skeane@smithbridgeasset.com,,Salesforce
10975568,Inactive Investor,Nathan Brice,,Fidelity Brokerage Services LLC,,,Salesforce
11057447,Inactive Investor,Louis Robert,Investment Advisor Representative,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",,,Salesforce
9605868,,Bruce Wiitala,,,bwiitala@reliance-financial.com,,List import
9625035,,James Phipps,,,pipps600@gmail.com,,List import
11127986,Inactive Investor,Howard Schiff,,"Farmers Financial Solutions, LLC Folsom CA 1024 Iron Point Rd",hschiff@farmersagent.com,,Salesforce
10879372,Inactive Investor,Sebastian Russell,Registered Client Service Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
10972125,Inactive Investor,Ronald Harris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,ronald.harris@fmr.com,,Salesforce
9544638,,Mike Lapointe,,,mikelapointe7@gmail.com,,List import
10926713,Inactive Investor,Mary Wingo,Owner,"Wingo Asset Management, LLC",,,Salesforce
10951281,Inactive Investor,Elliott Weeks,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10986845,Inactive Investor,Justin Bilby,,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",,,Salesforce
9647176,,Ron Stempek,,,rfscpa@stempekcpa.com,,List import
11048060,Inactive Investor,James Sterbick,Financial Advisor,LPL Financial LLC Pacific Grove CA Private Residence,jim.sterbick@lpl.com,,Salesforce
9611353,,anthony goss,,,anthonygoss@easternvalley.co.uk,,List import
228354,, -,,[[Unknown]],swansonmel@gmail.com,,
67759,,Karen Dulaney,"Client Advisor, Senior Vice President","SunTrust Advisory Services, Inc.",karen.dulaney@suntrust.com,216-479-6865,
10484969,,Benjamin Jackson,"Founder, Managing Member, Portfolio Manager","Street Light Wealth Management, LLC",broderickdjones@hotmail.com,,List Import
9600429,,Mustafa Mak,,,dou1930@gmail.com,,List import
11138279,Inactive Investor,David Templeton,,PFS Investments Inc. Springfield MO 1911 S National Ave,david.templeton@primerica.com,,Salesforce
10753726,Inactive Investor,Peter Carlo,,"First Command Brokerage Services, Inc. Silverdale WA 10049 Kitsap Mall Blvd NW",pccarlo@firstcommand.com,,Salesforce
10365416,,Chase LoPriore,Data,President Street Global,chase@presidentstreetglobal.com,7329620474,Web Form Fillout
11064722,Inactive Investor,Brett Hasenecz,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,brett.hasenecz@fidelity.com,,Salesforce
9553242,,Susanne Halusa,,,susanne@seibelconsulting.com,,List import
11013715,Inactive Investor,Kellen Moore,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10772247,Inactive Investor,Conrad Richards,,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",conrad.b.richards@wellsfargoadvisors.com,,Salesforce
11164329,Inactive Investor,Jennifer Lownsbury,Financial Advisor,LPL Financial LLC Willmar MN 331 3rd St SW,jennifer.lownsbury@lpl.com,,Salesforce
11118043,Inactive Investor,James Newman,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 3125 Springbank Ln",james.newman@ampf.com,,Salesforce
9560450,,Robert Lutz,,,robert.lutz@lfg.com,,List import
11203339,Inactive Investor,Steven Small,Financial Advisor,"Independent Advisor Alliance, LLC Napoleon OH 1036 Chelsea Ave",,,Salesforce
10928277,Inactive Investor,Brian Durbin,Chief Compliance Officer,Astor Investment Management LLC,bdurbin@astorim.com,,Salesforce
10838313,Inactive Investor,Lindsay Snyder,,"Cambridge Investment Research, Inc. Reston VA 12020 Sunrise Valley Dr",,,Salesforce
9644136,,Timothy Melton,,,timothy.melton1990@mail.com,,List import
10829485,Inactive Investor,Brian Haugen,Senior Vice President - Investments,"Raymond James & Associates, Inc. Destin FL 34851 Emerald Coast Pkwy",brian.haugen@raymondjames.com,,Salesforce
10939727,Inactive Investor,Tyler Akers,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",tyler.d.akers@nm.com,,Salesforce
9573375,,Stephen Dudek,,,steve.dudek@voya.com,,List import
11140780,Inactive Investor,Keith Feinberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Chatsworth CA Private Residence",keith.h.feinberg@wellsfargoadvisors.com,,Salesforce
341056,,Paul Graver,Associate,Fort Point Capital,pgraver@fortpointcapital.com,617-303-2123,Manual List Upload
11172923,Inactive Investor,Stefan Hackethal,,Commonwealth Financial Network Denver CO 141 Union Blvd,shackethal@commonwealth.com,,Salesforce
9575912,,yuxuan cai,,,1998@gmail.com,,List import
10996913,Inactive Investor,Matthew Pelz,Co-Chief Investment Officer;Partner;Senior Advisor,Bridgewater Advisors Inc.,mpelz@bridgewateradv.com,,Salesforce
11098756,Inactive Investor,Sandra McKeever,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;President,"Asia Pacific Financial Management Group, Inc.",smckeever@apfmg.com,,Salesforce
11092643,Inactive Investor,Jackson Mellina,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",jackson.mellina@equitable.com,,Salesforce
10875567,Inactive Investor,Jake Boyer,Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,jake.boyer@ubs.com,,Salesforce
11130918,Inactive Investor,Peter Scholla,Chief Compliance Officer;Partner,Global Investment Adviser LC Palm Beach FL 140 Royal Palm Way,,,Salesforce
10963906,Inactive Investor,Zachary Schlegel,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",zachary.j.schlegel@nm.com,,Salesforce
9606366,,Joey D Galvin,,,mozilla213@protonmil.ch,,List import
10596758,,James Austin,,,baustin@aamlive.com,,Web Form Fillout
9645641,,Ping Jiang,,,pjiang2@bloomberg.net,,List import
9646989,,James Richardson,,,byron.x.richardson@usbank.com,,List import
10824845,Inactive Investor,Lynn Dart-Nelson,Financial Advisor,LPL Financial LLC Duluth MN 11 E Superior St,lynn.dartnelson@lpl.com,,Salesforce
11097413,Inactive Investor,Ryan Musil,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ryan_musil@vanguard.com,,Salesforce
10891210,Inactive Investor,Blake Archibold,Associate Wealth Management Advisor;Director - Financial Planning,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",,,Salesforce
9613189,,David Herro,,,dherro@harrisassoc.com,,List import
10931216,Inactive Investor,Amit Patel,,"Avantax Investment Services, Inc. Sanford FL 4901 International Pkwy",,,Salesforce
9569639,,Nathan Weiner,,,nathan.weiner@citadel.com,,List import
10849856,Inactive Investor,Bradley Davis,Financial Advisor,Edward Jones Taylorville IL 927 W Spresser St,brad.davis@edwardjones.com,,Salesforce
11093269,Inactive Investor,Hugo Marrero,Financial Advisor,"Concourse Financial Group Securities, Inc. Baton Rouge LA 18212 E Petroleum Dr",hugo.marrero@concoursefinancial.com,,Salesforce
11107624,Inactive Investor,Alexis Beeson,,PFS Investments Inc. Palatka FL 924 S State Road 19,alexis.beeson@primerica.com,,Salesforce
10943806,Inactive Investor,David Minnis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10925684,Inactive Investor,Dean Macris,,"IBN Financial Services, Inc. East Syracuse NY 6320 Fly Rd",dmacris@ibrokernet.com,,Salesforce
218714,,Mehmet Beybazar,,[Unknown],mehmetbeybazar@icloud.com,,Direct
11163738,Inactive Investor,Jody Carmack,Financial Advisor,Edward Jones Saint Louis MO 4530 Lemay Ferry Rd,jody.carmack@edwardjones.com,,Salesforce
10893547,Inactive Investor,Brian Sockow,High Net Worth Representative;Senior Specialist,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",brian.sockow@schwab.com,,Salesforce
10785601,Inactive Investor,Daniel Reid,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,daniel.r.crapster@jpmorgan.com,,Salesforce
11069124,Inactive Investor,Nicholas Astle,,Commonwealth Financial Network Portland OR 2175 NW Raleigh St,nickastle@cfnmail.com,,Salesforce
10603590,,Jamie Greenwald,Co-Chief Executive Officer,Metaurus Advisors LLC,jgreenwald@metaurus.com,,List Import
10760175,Inactive Investor,Carlos Bolano,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",carlos.bolano@nm.com,,Salesforce
9127801,,Colin Teichholtz,,,cteichholtz@elementcapital.com,,List Import
10756099,Inactive Investor,Joanne Ferland,Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,joanne.pronk@ubs.com,,Salesforce
9638433,,Valeria Martinez,,,vmartinez@apfc.org,,List import
11164874,Inactive Investor,Joseph Berkel,,McNally Financial Services Corporation,jberkel@mcnallyfinancial.com,,Salesforce
9631586,,FUTT CHAN CHIN,,,futtchan.chin@gmail.com,,List import
10616671,,Todd Chalem,,,todd.chalem@lpl.com,,List Import
11040347,Inactive Investor,Rhea Ravindran,Financial Advisor,"Rappaport Reiches Capital Management,",rravindran@rrcapital.com,,Salesforce
346403,,Michael Goodman,Analyst,Corbyn Investment Management Inc,mgoodman@greenspringfund.com,410-832-5500,Manual List Upload
10695929,,Alfredo Bozo,,Bancaribe Capital,abozo@bancaribe-capital.com,,List Import
11178533,Inactive Investor,Scott Delle Donne,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,,,Salesforce
11199339,Inactive Investor,Allison Kees,Financial Professional,"Pruco Securities, LLC. Petersburg KY Private Residence",allison.kees@prudential.com,,Salesforce
11151853,Inactive Investor,Rebecca Baughman,Financial Advisor,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",rebecca.baughman@ampf.com,,Salesforce
9620362,,Elizabeth Phillips,,,liz.pak@gmail.com,,List import
10656961,,Alexander Przybylo,,,alex.przybylo@morganstanley.com,,List Import
9609286,,Narayan Penumallu,,,narayanreddy.hyd@gmail.com,,List import
10939210,Inactive Investor,Alejandro Beguiristain,,TD Private Client Wealth LLC Miami FL 2401 Ponce De Leon Blvd,alex.beguiristain@td.com,,Salesforce
9590115,,Matthew Lang,,,mrlang12@gmail.com,,List import
11228953,Inactive Investor,Janis Aldridge-Harris,,Edward Jones Knoxville IA 108 N 2nd St,,,Salesforce
197656,,Dallas Labor,,Ever Clear pools,dlabor32@gmail.com,8583377443,Organic Search
10851079,Inactive Investor,Derek Sevier,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,,,Salesforce
11130411,Inactive Investor,Richard Scotti,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",richard.scotti@empower.com,,Salesforce
10825471,Inactive Investor,Geoffrey Morris,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 170 E Spring Valley Pike",geoffrey.morris@tfaconnect.com,,Salesforce
7023086,,Gbolahan Odedeji,,,damilolaayindeodedeji8@gmail.com,,Web Form Fillout
11179507,Inactive Investor,Jeffrey McCue,,"Cambridge Investment Research, Inc. Concord NC 3630 Poplar Tent Rd",,,Salesforce
203242,,Robert Premkumar,,India,robertjamespk@hotmail.com,,
11032317,Inactive Investor,Jimmy Dao,,"Farmers Financial Solutions, LLC Houston TX 8200 Wilcrest Dr",jdao@farmersagent.com,,Salesforce
11127576,Inactive Investor,David Breese,Financial Advisor,Edward Jones Aurora IL 75 Executive Dr,david.breese@edwardjones.com,,Salesforce
10800014,Inactive Investor,Bobbie Henion-Green,,Robert W. Baird & Co. Incorporated,bheniongreen@rwbaird.com,,Salesforce
10899257,Inactive Investor,Jeffrey Gelormini,,Cetera Investment Services LLC Buffalo NY 300 Airborne Pkwy,jeffrey.gelormini@ceterainvestors.com,,Salesforce
10830237,Inactive Investor,Alissa Whittemore,Executive Director;Virtual Private Banking Team Manager,Morgan Stanley,alissa.whittemore@morganstanley.com,,Salesforce
10783216,Inactive Investor,Donna Billings,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Memphis TN 6075 Poplar Ave",donna.billings@stifel.com,,Salesforce
11195230,Inactive Investor,Katie Davis,,Mutual of America Securities LLC Minneapolis MN 8300 Norman Center Dr,katie.davis@mutualofamerica.com,,Salesforce
10865193,Inactive Investor,Heather Foley,Executive Director,Morgan Stanley,heather.foley@morganstanley.com,,Salesforce
235390,, -,,[[Unknown]],wangli19901@gmail.com,,
10656309,,Albert Miller,,,bert.miller@raymondjames.com,,List Import
207532,,Judy Ravenna,Financial Advisor,"SunTrust Advisory Services, Inc.",judy.ravenna@suntrust.com,813-448-5263,
11062018,Inactive Investor,Gina Dubinsky,President;Secretary,North Financial Inc,gina@northfinancialinc.com,,Salesforce
10645265,,Ross Haeberle,,,rhaeberle@mfs.com,,List Import
10859266,Inactive Investor,Ryan Folster,Wealth Manager,Creative Planning Leawood KS 3400 College Blvd,ryan.folster@creativeplanning.com,,Salesforce
9542064,,David Motts,,,dmotts7896@gmail.com,,List import
10899666,Inactive Investor,Diwani Biglang-Awa,Senior Client Service Associate,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,diwani.biglangawa@ubs.com,,Salesforce
10855805,Inactive Investor,Kathleen Roth,,"American Portfolios Financial Services, Inc. Pittsford NY 55 Sullys Trl",kroth@americanportfolios.com,,Salesforce
9547850,,Randall Walker,,,pnstar657@gmail.com,,List import
10805010,Inactive Investor,Melanie Colwell,Financial Planner;Owner;Principal,Galecki Financial Management Inc,melanie@galecki.com,,Salesforce
220571,,Deltrick Daniels,,[Unknown],trillionaireinvestments@gmail.com,,Direct
10947440,Inactive Investor,Langley Devane,Office Manager;Regulatory Contact,Wiregrass Asset Management,,,Salesforce
11198314,Inactive Investor,Steven Strassman,,"Allstate Financial Services, LLC Lake Mary FL 3895 Lake Emma Rd",stevenstrassman@allstate.com,,Salesforce
11020503,Inactive Investor,Yashas Gilganchi,,Goldman Sachs & Co.,,,Salesforce
10826898,Inactive Investor,Matthew Eklund,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tulsa OK 6060 S American Plaza St E",matthew.k.eklund@wellsfargoadvisors.com,,Salesforce
11080000,Inactive Investor,Shawn Harmon,,Goldman Sachs & Co. Seattle WA 401 Union St,shawn.harmon@gs.com,,Salesforce
10794549,Inactive Investor,Joseph Mandujano,Financial Advisor,LPL Financial LLC Valencia CA 27051 McBean Pkwy,joe.mandujano@lpl.com,,Salesforce
11065894,Inactive Investor,Jeff Kramer,Financial Advisor;Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,jeff.kramer@morganstanley.com,,Salesforce
10922904,Inactive Investor,Molly Scott,Financial Advisor,"Osaic Wealth, Inc. Cherry Hill NJ 1040 Kings Hwy N",,,Salesforce
11065762,Inactive Investor,John Jett,,"Brokers International Financial Services, LLC. Edinburg TX 4739 S Jackson Rd",jjett@brokersifs.com,,Salesforce
9573314,,Khushali Upadhyay,,,khushali.upadhyay@surveyor-capital.com,,List import
10831024,Inactive Investor,Julie Powers,Financial Advisor,"Ameriprise Financial Services, LLC Alpena MI 123 S Second Ave",julie.powers@ampf.com,,Salesforce
3564810,,LW Nelson,,,llnelson@pldi.net,,Web Form Fillout
10852905,Inactive Investor,Kevin Ziegler,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kevin.ziegler@fmr.com,,Salesforce
10931594,Inactive Investor,Robert White,Chief Compliance Officer,Flotilla Capital Management Inc.,,,Salesforce
106980,,Andrew Powers,"Chief Compliance Officer, owner",Powers Investment Advisory Corporation,andrew@powersiac.com,440-442-4483,
11192837,Inactive Investor,James Van,,"MML Investors Services, LLC Stamford CT Private Residence",,,Salesforce
11233107,Inactive Investor,Jarrod Reynolds,Executive Director,"Wells Fargo Clearing Services, LLC",jarrod.reynolds@wellsfargoadvisors.com,,Salesforce
10987954,Inactive Investor,John Perrot,,"Cambridge Investment Research, Inc. Columbia MD 10715 Little Patuxent Pkwy",,,Salesforce
10798132,Inactive Investor,Manuel Coroalles,Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,manuel.coroalles@ubs.com,,Salesforce
11167222,Inactive Investor,Onajh Porter,Assistant Vice President;Business Development Manager,Morgan Stanley Indianapolis IN 800 E 96th St,onajh.porter@morganstanley.com,,Salesforce
11159649,Inactive Investor,John Riley,Financial Advisor,Edward Jones Middleton WI 7427 Elmwood Ave,shannon.riley@edwardjones.com,,Salesforce
10880647,Inactive Investor,Madeline Meyer,,Goldman Sachs & Co.,,,Salesforce
9580424,,Brandon Beckham,,,bbeckham@financialguide.com,,List import
11232763,Inactive Investor,Margieric Olivos,,Insigneo International Financial Services LLC Miami FL 1221 Brickell Ave,,,Salesforce
10994005,Inactive Investor,Meredith Vanderbilt,,J.P. Morgan Securities LLC Cedar Park TX 1485 Cypress Creek Rd,meredith.vanderbilt@jpmorgan.com,,Salesforce
11079932,Inactive Investor,Deborah Silva,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,deborah.silva@fmr.com,,Salesforce
10958373,Inactive Investor,Michael Sosniak,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
10896884,Inactive Investor,William Cooper,Financial Advisor,"Raymond James & Associates, Inc. Fredericksburg VA 1671 Jefferson Davis Hwy",william.cooper@raymondjames.com,,Salesforce
11028919,Inactive Investor,Stephanie Hayes,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,stephanie.hayes@jpmorgan.com,,Salesforce
214247,,Charles Vanasse,,[Unknown],charlesvanasse1979@hotmail.com,,source
10916522,Inactive Investor,Jeremy Ziemer,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Million Pebbles,jeremy.ziemer@ziemerelevatedassets.com,,Salesforce
9621826,,Anne Dinneen,,,adinneen@hamilton.edu,,List import
9552572,,Divine Paul,,,divinepaul58@gmail.com,,List import
10890851,Inactive Investor,Adam Labi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",alabi@ml.com,,Salesforce
11053179,Inactive Investor,David Charlaff,Managing Director;Managing Member,"Core Capital Management, LLC",,,Salesforce
10645379,,Vincent Valente,,,vvalente@farmersagent.com,,List Import
10861733,Inactive Investor,Gary Detraz,Senior Vice President,"Benjamin F. Edwards & Company, Inc. Lexington KY 771 Corporate Dr",gary.detraz@benjaminfedwards.com,,Salesforce
338473,,Wesley Raper,"Chief Operating Officer, Founding Member, Manager",AB Private Credit Investors LLC,wesley.raper@alliancebernstein.com,512-721-2925,Manual List Upload
10940801,Inactive Investor,Thomas Downey,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
11082064,Inactive Investor,Alexander Heyniger,Advisor,Lindberg & Ripple West Hartford CT 29 S Main St,ash@linrip.com,,Salesforce
9562413,,Mark Brickell,,,mark@clear-markets.com,,List import
11176073,Inactive Investor,Ricardo Ramirez,,"Wells Fargo Clearing Services, LLC Pompano Beach FL 9501 Westview Dr",ricardo.a.ramirez@wellsfargo.com,,Salesforce
11098457,Inactive Investor,Jesse Woodcox,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11213232,Inactive Investor,Jacob Forman,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,jacob.forman@fmr.com,,Salesforce
10895576,Inactive Investor,Robert Ellis,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,"Amherst Financial Group, LLC",bob@amherstfinancialgroup.com,,Salesforce
10772005,Inactive Investor,Harold Teel,,"Osaic Wealth, Inc. Oracle AZ Private Residence",hteel@royalaa.com,,Salesforce
11091175,Inactive Investor,Nicholas Brothers,,"Raymond James & Associates, Inc. Memphis TN 889 Ridge Lake Blvd",nicholas.brothers@raymondjames.com,,Salesforce
10829257,Inactive Investor,Christian Backus,Senior Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Parkville MD 1952 E Joppa Rd",christian.backus@ml.com,,Salesforce
216092,,Léo Delaby,,[Unknown],delaby.leo.ld@gmail.com,,source
10945146,Inactive Investor,Angelia Wilson,Associate,Edward Jones Midland TX 2602 W Kansas Ave,angie.wilson@edwardjones.com,,Salesforce
11185398,Inactive Investor,Kristina Groff,Senior Financial Advisor,"Greenspring Advisors, LLC",kristina.groff@greenspringadvisors.com,,Salesforce
11117038,Inactive Investor,Sarrail Morales,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton NJ 1045 Clifton Ave",sarrail.morales@ml.com,,Salesforce
9582310,,Michael Kelly,,,michael.kelly@monarchlp.com,,List import
10863091,Inactive Investor,Dylan Stafford,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",dstafford@ml.com,,Salesforce
10977314,Inactive Investor,Abigail McDaris Woods,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",,,Salesforce
10963141,Inactive Investor,Richard Vassos,Chief Compliance Officer;Managing Member,"Vassos Investments, LLC",,,Salesforce
11190838,Inactive Investor,Keyan Keys,Financial Advisor,Edward Jones Childress TX 1202 7th St NW,keyan.keys@edwardjones.com,,Salesforce
10853194,Inactive Investor,Glen Michel,Co-President;Managing Director;Regulatory Contact,Advanced Portfolio Strategies,gmichel@advancedportfolios.com,,Salesforce
11102022,Inactive Investor,Jose Gomez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10988530,Inactive Investor,Payal Shukla,,"Truist Investment Services, Inc. Columbia MD 10500 Little Patuxent Pkwy",payal.shukla@truist.com,,Salesforce
9569588,,Dominic White,,,dominic.white@citadel.com,,List import
11057994,Inactive Investor,Ryan Olsen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
2026551,,cheong li thneah,,,clthneah@gmail.com,,
11120935,Inactive Investor,Jay Li,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11131506,Inactive Investor,Olympia Hunter Johnson,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,ojohnson@primerica.com,,Salesforce
10850706,Inactive Investor,Lisa Onuska,,BNY Mellon Securities Corporation Pittsburgh PA 500 Grant St,lisa.onuska@bnymellon.com,,Salesforce
10800707,Inactive Investor,William Dolly,Financial Advisor,"Leigh Baldwin & Co., LLC",,,Salesforce
11121418,Inactive Investor,Tammy Price,,J.P. Morgan Securities LLC Hesperia CA 17317 Main St,tammy.m.price@chase.com,,Salesforce
10899950,Inactive Investor,Ronnie Huskey,Investment Advisor,OverRidge Wealth Advisors,ron@overridge.com,,Salesforce
243785,,Jackie Noblett,"Senior Reporter, Ignites, Producer","ETF Insider, Financial Advisor IQ",jnoblett@money-media.com,,Manual List Upload
10863113,Inactive Investor,Michael Bernardini,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10931528,Inactive Investor,David Rabinowitz,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",david.rabinowitz@truist.com,,Salesforce
213146,,Robert Marcus,"Director, Managing Director Of Capital Markets","Fifth Third Securities, Inc.",robert.marcus@53.com,404-279-4522,Manual List Upload
211864,,Frank Fasano,"Advisor, Financial Professional","MML Investors Services, LLC",ffasano@financialguide.com,515-608-6082,
10839328,Inactive Investor,Marco Ortiz,,"Farmers Financial Solutions, LLC San Diego CA 5275 Market St",mortiz@farmersagent.com,,Salesforce
10790508,Inactive Investor,David Bachofner,Senior Investment Associate,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",david.bachofner@rbc.com,,Salesforce
10965486,Inactive Investor,Gregory Isaacs,,"Carty & Company, Inc. Charleston WV 300 Summers St",gisaacs@cartyco.com,,Salesforce
9555112,,Matthew Starkey,,,mstarkey@aspyrewealth.com,,
10785690,Inactive Investor,John Bonhomme,Managing Director,J.P. Morgan Securities LLC Morristown NJ 225 South St,,,Salesforce
346636,,Susan Staub,"Vice President, Business Development","Sterling Investment Partners Advisers, Llc",staub@sterlinglp.com,203-226-8711,Manual List Upload
9561238,,Jeffrey Vogel,,,jeff@invadv.com,,List import
11179496,Inactive Investor,David Scheetz,,"Cambridge Investment Research, Inc. Glen Allen VA 4801 Cox Rd",,,Salesforce
10895589,Inactive Investor,Mark Becker,Financial Advisor,Commonwealth Financial Network Fort Mitchell KY 2734 Chancellor Dr,mbecker@commonwealth.com,,Salesforce
11022897,Inactive Investor,Kevin Breaux,,J.P. Morgan Securities LLC New Iberia LA 906 E Admiral Doyle Dr,kevin.breaux@chase.com,,Salesforce
11089703,Inactive Investor,William Groth,Director - Estate Planning;Executive Vice President,"9258 Wealth Management, LLC Hamilton OH 223 Ross Ave",wag@9258wealth.com,,Salesforce
9629363,,Gwangwon CHOI,,,gwangwonchoi@gmail.com,,List import
10993145,Inactive Investor,Lissana Goodwin,,J.P. Morgan Securities LLC Austin TX 919 Ranch Road 620 S,lissana.goodwin@jpmorgan.com,,Salesforce
11177018,Inactive Investor,Aaron Caligiuri,,"Principal Securities, Inc.",caligiuri.aaron@principal.com,,Salesforce
10931315,Inactive Investor,Nicole Flack,,"Raymond James & Associates, Inc.",nicole.flack@raymondjames.com,,Salesforce
11161354,Inactive Investor,Cynthia Hamelman,Senior Client Associate,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",cynthia.hamelman@wellsfargoadvisors.com,,Salesforce
10505828,,Fredric Mayerson Fredric Mayerson.....restaurants +,President,Omni Financial Research,info@ofrfinancial.com,516-967-8900,List import
10825557,Inactive Investor,Jacob Stromer,Financial Professional,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",jackie.stromer@prudential.com,,Salesforce
11111232,Inactive Investor,Jason Haessig,,PFS Investments Inc. Brookfield WI 19601 W Bluemound Rd,jhaessig@primerica.com,,Salesforce
10994284,Inactive Investor,Joshua Gillin,Investment Advisor,Fisher Investments,,,Salesforce
10997139,Inactive Investor,Christine Guseth,,"Northwestern Mutual Investment Services, LLC Grosse Pointe MI 100 Kercheval Ave",,,Salesforce
9642288,,Ranjith Kumar Chetti,,,ranjith.futura@gmail.com,,List import
10960289,Inactive Investor,Barbara Parella,,"Osaic Wealth, Inc.",,,Salesforce
9584180,,Edward Robinson,,,ed@stashinvest.com,,List import
10978504,Inactive Investor,Melissa Wenger,,"Cambridge Investment Research, Inc. Rockford IL 4949 Harrison Ave",,,Salesforce
342356,,Amy Kraf,Executive Assistant,"The Capital Advisory Group Advisory Services, Llc",akraft@ipswichfinancial.com,952-831-8243,Manual List Upload
9544154,,Brent Keeton,,,bkeeton@grangecapital.com,,List import
10804198,Inactive Investor,Glenn Stoddard,Director;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",glenn.stoddard@wfafinet.com,,Salesforce
9597466,,Osman Bilal Usl?,,,osmanbuslu@hotmail.com,,List import
10959864,Inactive Investor,Adam Stewart,,LPL Financial LLC Santa Maria CA 340 E Clark Ave,adam.stewart@lpl.com,,Salesforce
11054444,Inactive Investor,Marianne Talavera,,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",marianne.talavera@wellsfargoadvisors.com,,Salesforce
11154553,Inactive Investor,George Diradour,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
9598021,,Dermot Obrien,,,fjb77@protonmail.com,,List import
11160816,Inactive Investor,Danielle Schirripa,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,danielle.schirripa@ubs.com,,Salesforce
10974545,Inactive Investor,Latisha Neal,,"First Citizens Investor Services, Inc. Raleigh NC 4400 Six Forks Rd",tisha.neal@firstcitizens.com,,Salesforce
11132324,Inactive Investor,Jerry King,Financial Consultant,Morgan Stanley Alpharetta GA 1 Edison Dr,jerry.king@morganstanley.com,,Salesforce
10874774,Inactive Investor,Bradley Brown,Financial Advisor;Financial Services Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",brown.brad@principal.com,,Salesforce
10976666,Inactive Investor,Madeline Lafave,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,mlafave.5shvn@primerica.com,,Salesforce
11218500,,Lucas Klosterman,,,lucas.klosterman@jpmorgan.com,,List Import
10758607,Inactive Investor,Seymour Zises,,"Family Management Securities, LLC",szises@familymanage.com,,Salesforce
11146418,Inactive Investor,Timothy O'Brien,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11090674,Inactive Investor,Brandon Lumbert,,Fidelity Brokerage Services LLC,,,Salesforce
10936074,Inactive Investor,Andrea Fischer,,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",fischera@stifel.com,,Salesforce
3950726,,Tracey Spencer,,,tspencer20111@live.com,,Web Form Fillout
11188463,Inactive Investor,Jonathon Stark,,J.P. Morgan Securities LLC Cypress TX Private Residence,jonathon.p.stark@jpmorgan.com,,Salesforce
10997540,Inactive Investor,Gregory Gonynor,,"Citizens Securities, Inc. Westwood MA 200 Station Dr",gregory.gonynor@citizensbank.com,,Salesforce
10783340,Inactive Investor,Victoria McKee,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,victoria.mckee@fidelity.com,,Salesforce
11144311,Inactive Investor,Brock Allen,Financial Advisor,Edward Jones Lake Zurich IL 444 S Rand Rd,brock.allen@edwardjones.com,,Salesforce
10903180,Inactive Investor,Jamie Jasinski,,PFS Investments Inc. Villa Park IL 1 Mid America Plz,jamie.jasinski@primerica.com,,Salesforce
10860146,Inactive Investor,Brent Eden,,"M Holdings Securities, Inc. Atlanta GA 2000 Riveredge Pkwy",brent.eden@mfin.com,,Salesforce
10916508,Inactive Investor,Monique Castillo,Financial Advisor,"Concourse Financial Group Securities, Inc. Wenonah NJ Private Residence",monique.castillo@concoursefinancial.com,,Salesforce
11142489,Inactive Investor,Timothy Killea,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Wayne PA 200 W Lancaster Ave",,,Salesforce
11079565,Inactive Investor,Bert Palmer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,bert.palmer@ubs.com,,Salesforce
10561018,,Ricardo Galdamez,,,rrsiete@gmail.com,,Web Form Fillout
10967348,Inactive Investor,Joshua Singer,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",joshua.singer@nm.com,,Salesforce
10996587,Inactive Investor,Jarrett Jackson,,MWA Financial Services Inc. Amarillo TX 6601 W Interstate 40,jarrett.t.jackson@mwarep.org,,Salesforce
10898380,Inactive Investor,Sarah Whiting,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10918813,Inactive Investor,Taylor Koch,Senior Client Specialist,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,tkoch@rwbaird.com,,Salesforce
10804901,Inactive Investor,Steven Sherman,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",steve.sherman@wellsfargoadvisors.com,,Salesforce
10771509,Inactive Investor,Eric Nost,,LPL Financial LLC Kilmarnock VA 100 S Main St,eric.nost@lpl.com,,Salesforce
10962119,Inactive Investor,Brooke Walthall,Associate,Edward Jones Portsmouth VA 3300 Tyre Neck Rd,brooke.walthall@edwardjones.com,,Salesforce
11149980,Inactive Investor,Craig Burgess,Financial Advisor,LPL Financial LLC Nashville TN 404 Bna Dr,craig.burgess@lpl.com,,Salesforce
11066636,Inactive Investor,Colby Hobbs,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
1001731,Inactive Investor,Carlos Herrero,Portfolio Manager,Esko Inc.,carlos@eskohl.com, +1 561 899 1065,Database Upload
11065001,Inactive Investor,Isaac Olson,,"Raymond James Financial Services, Inc. Roy UT 4695 S 1900 W",isaac.olson@raymondjames.com,,Salesforce
11190192,Inactive Investor,Richard Hale,Financial Advisor,"Ameriprise Financial Services, LLC Rogersville MO Private Residence",richard.x.hale@ampf.com,,Salesforce
1727621,,Dorothy Pavloff,,[Unknown],dorothypavloff@gmail.com,,
11136629,Inactive Investor,Hermann Carcamo,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",hermann.carcamo@nm.com,,Salesforce
11178763,Inactive Investor,Andrew Weber,,"Wells Fargo Clearing Services, LLC Novato CA 5820 Nave Dr",,,Salesforce
9644603,,Ramesh Bambhania,,,priya2004@verizon.net,,List import
9593005,,John Delaney,,,jdelaney@cboevest.com,,List import
10865550,Inactive Investor,Sean Moore,Partner;Wealth Manager,Merit Financial Advisors Boynton Beach FL 8198 S Jog Rd,khillan@meritfa.com,,Salesforce
461,,,,,BradHarrell67194@mail.ru,,
10979886,Inactive Investor,Michael Calamaras,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",michael.calamaras@nm.com,,Salesforce
9569613,,Jason Moore,,,jmoore@waterfrontcp.com,,List import
10852627,Inactive Investor,Edward DeMichele,,GWN Securities Inc. Wilkes Barre PA 48 S Washington St,,,Salesforce
10917819,Inactive Investor,Jacquelyn King,,"Raymond James Financial Services, Inc. Suffolk VA 5859 Harbour View Blvd",jacqui.king@raymondjames.com,,Salesforce
11077495,Inactive Investor,Christopher Leineweber,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11189863,Inactive Investor,Tyler Stone,Assistant Vice President;Financial Advisor;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",tyler.stone@ml.com,,Salesforce
10998811,Inactive Investor,Ansley Beaubien,,Edward Jones Statesboro GA 3 S Main St,ansley.beaubien@edwardjones.com,,Salesforce
10939121,Inactive Investor,Audra Jackson,,State Farm VP Management Corp. Kirksville MO 2121 N Baltimore St,audrajackson@statefarm.com,,Salesforce
10596148,,Robert Milburn,,,milburn.robert@gmail.com,,Web Form Fillout
9646533,,bill white,,,wilkontpurchase@gmail.com,,List import
10856460,Inactive Investor,Michele Williams,Financial Consultant,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",michele.williams@equitable.com,,Salesforce
10982676,Inactive Investor,Paul Hardin,,"Cannon Securities, Inc.",,,Salesforce
11155594,Inactive Investor,Gregg Fishman,,Park Avenue Securities LLC New York NY 355 Lexington Ave,gfishman@glic.com,,Salesforce
4271109,,Manoi Kumar,,,manojkumar90121344@gmail.com,,Web Form Fillout
10943097,Inactive Investor,Joseph Yeon,,MissionSquare Investment Services,,,Salesforce
249205,,Hussein Ibrahim,,Basharq,hussein.ibrahim@basharaq.com,,Manual List Upload
10952425,Inactive Investor,Omar Vang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 2861 Del Paso Rd",omar.vang@ml.com,,Salesforce
10824013,Inactive Investor,Linda Viglotti,Chief Operations Officer,"American Financial Advisors, LLC.",lviglotti@afainvestments.com,,Salesforce
11088099,Inactive Investor,Derick Kann,Senior Vice President;Wealth Advisor,"Index Fund Advisors, Inc.",derick@ifa.com,,Salesforce
10775131,Inactive Investor,James Wilcox,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Anchorage AK 3000 A St,andy.wilcox@ubs.com,,Salesforce
196921,,Ena Licina,,US Bank Private Wealth Management,ena.licina@usbank.com,,
10846822,Inactive Investor,Eric Baldwin,Private Client Advisor,J.P. Morgan Securities LLC Louisville KY 4111 Shelbyville Rd,eric.a.baldwin@jpmorgan.com,,Salesforce
49996,,Steven Wright,Financial Associate,Thrivent Investment Management Inc.,steven.wright@thrivent.com,217-425-8894,
11069040,Inactive Investor,Matthew Waskiewicz,Financial Advisor;Financial Planning Specialist,Morgan Stanley Saratoga Springs NY 340 Broadway,matthew.waskiewicz@morganstanley.com,,Salesforce
11158058,Inactive Investor,John Moody,,The O.N. Equity Sales Company Palos Verdes Estates CA Private Residence,,,Salesforce
10603673,,Steven Fischler,Chief Investment Officer,RMWC,stevenfischler@rmwc.com,,List Import
11001526,Inactive Investor,Tia Evans,,PFS Investments Inc. South Bend IN 22500 US Hwy 20,,,Salesforce
10938154,Inactive Investor,Randolph Miller,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",randy.miller@tfaconnect.com,,Salesforce
11020902,Inactive Investor,Scott Peltier,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,sapeltier@ft.newyorklife.com,,Salesforce
11152533,Inactive Investor,Bryan Peterson,Client Service Representative;Registered Assistant,"Osaic Wealth, Inc. Tampa FL 5601 Mariner St",,,Salesforce
10942668,Inactive Investor,Lucas Honorio,,Fidelity Brokerage Services LLC,,,Salesforce
10821038,Inactive Investor,John Patison,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",john.patison@nm.com,,Salesforce
11038222,Inactive Investor,Satyajeet Gaekwad,,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,satyajeet.gaekwad@prudential.com,,Salesforce
10800937,Inactive Investor,Darren Stearns,Financial Advisor,Edward Jones Oakhurst CA 49063 Road 426,darren.stearns@edwardjones.com,,Salesforce
10943209,Inactive Investor,Gregory Custer,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,greg.custer@lpl.com,,Salesforce
11006884,Inactive Investor,Christopher Farr,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Denver CO Private Residence,cfarr@rockco.com,,Salesforce
9542838,,Sree Chintapalli,,,chintapalli@gmail.com,,List import
10765777,Inactive Investor,Dominick Cody,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",dominick.cody@ml.com,,Salesforce
10647260,,Courtney Vysocky,,,courtney.vysocky@jpmorgan.com,,List Import
11031035,Inactive Investor,Todd Carter,,"Frost Brokerage Services, Inc.",todd.carter@frostbank.com,,Salesforce
10769225,Inactive Investor,Lesley Green,,"Wells Fargo Clearing Services, LLC New Smyrna Beach FL 1791 State Road 44",lesley.green@wellsfargoadvisors.com,,Salesforce
11195448,Inactive Investor,Howard Verfaillie,Chief Compliance Officer;Chief Executive Officer,Victory Wealth Partners,howardv@victoryasset.com,,Salesforce
11143587,Inactive Investor,Shane Pyle,,"Raymond James Financial Services, Inc. Coshocton OH 200 Main St",shane.pyle@raymondjames.com,,Salesforce
9553049,,Ellen Knezevich,,,ellen.knezevich@53.com,,List import
10659528,,Joshua Bebar,,,bebar.joshua@ntrs.com,,List Import
11230134,Inactive Investor,Luis Barbosa Castro,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,labarbosacas@ft.newyorklife.com,,Salesforce
228442,, -,,[[Unknown]],theprettyhowtown@live.com,,Direct
203238,,shashank jain,,[Unknown],shashank.jain@lombardinternational.com,,
333793,,Lori Cuneo,"Business, Relationship Manager",Hull Wealth Management,lori@hullwealth.com,615-896-1181,Manual List Upload
10489955,,Jeremy Patton,,FamilyWealth Frisco TX 6170 Research Rd,jpatton@thepattongrouponline.com,,List Import
347627,,Jay Vodofsky,"Relationship Manager, Senior Managing Director",First Manhattan Co. LLC,jvodofsky@firstmanhattan.com,212-756-3469,Manual List Upload
1002249,Inactive Investor,Katherine Rose,Vice President and Senior Investment Officer,Sentinel Trust Company,krose@sentineltrust.com, +1 512 507 1399,
11050556,Inactive Investor,Stacy Matter,,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",smatter@financialguide.com,,Salesforce
11171084,Inactive Investor,Robert Kristy,,PFS Investments Inc. Willowbrook IL 241 S Frontage Rd,robert.kristy@primerica.com,,Salesforce
1003430,Inactive Investor,Kiana Danial,,Invest Diva,kiana@investdiva.com,,3rd Party Lead Gen
11169179,Inactive Investor,Tyler Oglesby,Financial Advisor,Edward Jones Golden CO 1030 Johnson Rd,tyler.oglesby@edwardjones.com,,Salesforce
187557,,Pablo Crespo,,[Unknown],agustincrespo@gmail.com,,
9549926,,Fabio Maglio,,,fm@mvcpartners.swiss,,List import
10977286,Inactive Investor,Zachary Schut,Financial Advisor,Thrivent Investment Management Inc. Colorado Springs CO 13710 Struthers Rd,zach.schut@thrivent.com,,Salesforce
9619420,,Curtis Lane,,,clane@smithhayes.com,,List import
9628937,,steven Lewy,,,steven.lewy@gmail.com,,List import
245612,,Kevin Kroskey,Managing Partner,True Wealth Design,kkroskey@truewealthdesign.com,3307770688,Manual List Upload
333646,,Kathryn Letterle,,"Sequoia Financial Group, L.l.c.",kletterle@sequoia-financial.com,,
10510186,,David Huting,Principal,websterstreetia.com,david.huting@websterstreetia.com,,List Import
11166953,Inactive Investor,Christopher George,,Cetera Advisor Networks LLC Whittier CA 15141 Whittier Blvd,georgec@ceteranetworks.com,,Salesforce
10974617,Inactive Investor,Qui Tang,,J.P. Morgan Securities LLC Houston TX 13070 Bellaire Blvd,qui.tang@jpmorgan.com,,Salesforce
9640168,,Walter Moore,,,wmoore@openspacetrust.org,,List import
10996919,Inactive Investor,Daniel Super,,"Hantz Financial Services, Inc. Clinton Township MI 24668 William P Rosso Hwy",daniel.super@hantzgroup.com,,Salesforce
11114407,Inactive Investor,Alexander Tomei,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11047475,Inactive Investor,Sara Gross,Financial Advisor,LPL Financial LLC Jacksonville FL 76 S Laura St,sara.gross@lpl.com,,Salesforce
9564930,,Charles Smith,,,charles.f.smith@suntrust.com,,List import
10783683,Inactive Investor,Laura Smith,Senior Registered Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,laura.k.smith@morganstanley.com,,Salesforce
11059340,Inactive Investor,Jennifer Nicholson,Chief Compliance Officer;President,"Nicholson Meyer Capital Management, Inc.",jennifer@nicholsoncap.com,,Salesforce
10824354,Inactive Investor,Andrea Karafilis,President,Karafilis Investments Corporation,,,Salesforce
9554890,,Aborad Alshihab,,,boymoonwalker@gmail.com,,List import
10802527,Inactive Investor,Amy Robinson,Senior Administrative Assistant;Vice President,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",amy.robinson@wellsfargoadvisors.com,,Salesforce
370419,,Tinglu Xu,,Tx,tianjinxtl@gmail.com,123356689,Google Natural Search
9581946,,Ari Bergmann,,,abergmann@penso.com,,List import
9551211,,Yishay Harel,,,yishayh@ibi.co.il,,List import
10895660,Inactive Investor,Kelsey Althouse,,"Arete Wealth Management, LLC Long Beach CA 3444 E Anaheim St",kelsey.althouse@raymondjames.com,,Salesforce
10946893,Inactive Investor,Brock Bowden,Partner;Wealth Advisor,Dynamic Wealth Advisors Salt Lake City UT 2150 S 1300 E,bbowden@dynamicwealthadvisors.com,,Salesforce
11085732,Inactive Investor,Derek Ward,Private Client Advisor,J.P. Morgan Securities LLC Spring TX 3430 Discovery Creek Blvd,derek.ward@jpmorgan.com,,Salesforce
9642795,,ZHANG Yangyang,,,yyzhang157@gmail.com,,List import
10962874,Inactive Investor,Thomas Haggerty,,"Citizens Securities, Inc. Melville NY 859 Walt Whitman Rd",thomas.b.haggerty@citizensbank.com,,Salesforce
10877352,Inactive Investor,Adrian Sandoval,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",adrian.sandoval@ml.com,,Salesforce
10949258,Inactive Investor,Kyle Newman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11163791,Inactive Investor,Anthony Valverde,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
6983070,,kevin ki,,,edrummkhkzho@eurokool.com,,Web Form Fillout
11030451,Inactive Investor,Kelly Cook,,"Truist Investment Services, Inc. Roanoke VA 10 Franklin Rd SE",kelly.cook@truist.com,,Salesforce
11056191,Inactive Investor,Eduardo Gonzalez,,"Wells Fargo Clearing Services, LLC Novato CA 1590 Grant Ave",,,Salesforce
10948528,Inactive Investor,Jeremy Runnels,Advisor;Partner,"West Coast Financial, LLC",jeremy@wcfinc.com,,Salesforce
10787843,Inactive Investor,David Watkins,Financial Advisor,Edward Jones Louisville KY 7204 Fegenbush Ln,dave.watkins@edwardjones.com,,Salesforce
9575137,,Richard Carmel,,,rcarmel@financialguide.com,,List import
11175989,Inactive Investor,Scott Daniel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",scott.w.daniel@ml.com,,Salesforce
10977208,Inactive Investor,Kristian Landon Suson,,"Allstate Financial Services, LLC Seattle WA 11613 Rainier Ave S",kristianlandon-suson@allstate.com,,Salesforce
10960990,Inactive Investor,Bryan Buhoveckey,Associate,Edward Jones Avon Lake OH 33382 Walker Rd,,,Salesforce
10487916,,Roger Meadors,Senior Wealth Advisor,"Smith Anglin Financial, LLC",roro596940@yahoo.com,,List Import
9569182,,James Hammer,,,james.hammer@lfg.com,,List import
10972008,Inactive Investor,Mark Bishop,,PFS Investments Inc. Tulsa OK 2508 E 71st St,,,Salesforce
10764023,Inactive Investor,James Loftus,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 11911 San Vicente Blvd",james.m.loftus@ml.com,,Salesforce
11125379,Inactive Investor,Jacob Zinser,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.zinser@fidelity.com,,Salesforce
11149855,Inactive Investor,Robert Mciver,Financial Representative;Vice President,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,7mxbj@primerica.com,,Salesforce
10657060,,Jordan Oyer,,,joyer@financialguide.com,,List Import
11051903,Inactive Investor,Hayley Kennon,,Cetera Advisors LLC Oklahoma City OK 13919 Quail Pointe Dr,,,Salesforce
10796771,Inactive Investor,Ronald Loftus,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",ronald_loftus@ml.com,,Salesforce
9623316,,Elton Gashi,,,goldeliteclub@gmail.com,,List import
11181695,Inactive Investor,Brad Margison,Financial Advisor;Vice President,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",brad.margison@rbc.com,,Salesforce
10929039,Inactive Investor,Alexander Kimmel,,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
10816449,Inactive Investor,Joseph Powers,Chief Planning Officer;Founding Partner,"Great Diamond Partners, LLC",jpowers@greatdiamondpartners.com,,Salesforce
11093447,Inactive Investor,Scott Russo,,NYLIFE Securities LLC Baton Rouge LA 13441 Tiger Bend Rd,smrusso@ft.newyorklife.com,,Salesforce
10901266,Inactive Investor,Aida Del Valle,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
9595562,,Sarah Wood,"Chief Compliance Officer, Senior Vice President, Trust Officer","Turtle Creek Management, LLC",swood@turtlecreekdallas.com,,List import
236586,, -,,[[Unknown]],clear.audrey@gmail.com,,Organic Search
10836136,Inactive Investor,James Wilkie,Financial Advisor,LPL Financial LLC Greensboro NC 628 Green Valley Rd,james.wilkie@lpl.com,,Salesforce
11024064,Inactive Investor,Bryan Trimboli,,"Avantax Investment Services, Inc.",,,Salesforce
9552744,,Samson Mesghena,,,smesghena@houndpartners.com,,List import
9567569,,Timothy Coffin,,,tcoffin@breckinridge.com,,List import
10958549,Inactive Investor,Wanda Good,,"Ameriprise Financial Services, LLC New Port Richey FL 4807 US Hwy 19",wanda.good@ampf.com,,Salesforce
10891117,Inactive Investor,Daniel Wanous,Financial Advisor,Edward Jones Gresham OR 23 E Powell Blvd,daniel.wanous@edwardjones.com,,Salesforce
9644622,,RICHARD Rodriguez,,,verrodllc@aol.com,,List import
370379,,David Morgan,,,david@jmgfin.com,,List Import
10884886,Inactive Investor,Dickey Knight,,Cetera Investment Services LLC Clarksville TN 2155 Lowes Dr,dickey.knight@ceterafs.com,,Salesforce
10826062,Inactive Investor,Raja Elachkar,Chief Compliance Officer;Managing Member;Portfolio Manager,RK Asset Management Grosse Pointe MI 98 Kercheval Ave,raja@rkam.com,,Salesforce
10766789,Inactive Investor,Richard Kasprak,,"Avantax Investment Services, Inc. Mt Pleasant SC Private Residence",,,Salesforce
10943766,Inactive Investor,Parthiu Sangani,Manager;Principal,"Beacon Park Capital, LLC Los Altos CA 491 Patrick Way",,,Salesforce
10993649,Inactive Investor,Ayefoune Alagbo,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",ayefoune.alagbo@ampf.com,,Salesforce
10486445,,Carolyn Sterling,"Practice Management Consultant, Relationship Manager","Prospera Financial Services, Inc.",carolynosterling@yahoo.com,,List Import
11004611,Inactive Investor,Brian Koontz,,Goldman Sachs Custody Solutions Dallas TX 2001 Ross Ave,,,Salesforce
10993415,Inactive Investor,Steven Evensen,Financial Advisor,Gerber Kawasaki Wealth & Investment Management,steven@gerberkawasaki.com,,Salesforce
11146850,Inactive Investor,Colin Plaisance,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",colin.plaisance@ml.com,,Salesforce
10942326,Inactive Investor,Peter Darling,,Fidelity Brokerage Services LLC,,,Salesforce
10932782,Inactive Investor,Matthew Mummelthei,Financial Advisor,Edward Jones New Hampton IA 121 W Main St,matthew.mummelthei@edwardjones.com,,Salesforce
11140125,Inactive Investor,Katie Raasch,Registered Administrative Associate,LPL Financial LLC Danville CA 809 Podva Rd,katie.raasch@lpl.com,,Salesforce
9575829,,Deborah Palmer,,,dpalmer@uscallc.com,,List import
11162211,Inactive Investor,Nicholas Burnett,,"M Holdings Securities, Inc. Oxnard CA 1421 Emerson Ave",,,Salesforce
11046546,Inactive Investor,Matthew Frederick,,"Fairhaven Wealth Management, LLC",mfrederick@fairhavenw.com,,Salesforce
11060618,Inactive Investor,Jerome Kessenich,,"Osaic Wealth, Inc. Portage MI 2224 E Centre Ave",,,Salesforce
10880653,Inactive Investor,Robert Peters,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",bob.peters@schwab.com,,Salesforce
10791945,Inactive Investor,Jorge Alvarez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jorge.x.alvarez@jpmorgan.com,,Salesforce
10780602,Inactive Investor,Janice Vandervoort,,"RBC Capital Markets, LLC Colorado Springs CO 102 S Tejon St",janice.vandervoort@rbc.com,,Salesforce
11204649,Inactive Investor,Crystal Epps,District Leader,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,,,Salesforce
11046636,Inactive Investor,Todd Wangler,,"J.W. Cole Financial, Inc. Naples FL 2180 Immokalee Rd",,,Salesforce
11003401,Inactive Investor,Katherine Hernandez Montesflores,,J.P. Morgan Securities LLC Sterling VA 46910 Community Plz,katherine.hernandez-montesflores@jpmorgan.com,,Salesforce
10782787,Inactive Investor,Scott Depiazza,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntersville NC 8700 Sam Furr Rd",scott.depiazza@schwab.com,,Salesforce
9603743,,Bruce Hearon,,,bhearon@hearonadvisorygroup.com,,List import
9595425,,Matthew Spradlin,,,matthew.spradlin@stewardpartners.com,,List import
10885808,Inactive Investor,Ryan Mefford,,"Raymond James Financial Services, Inc. Charleston IL 500 W Lincoln Ave",ryan.mefford@raymondjames.com,,Salesforce
10487691,,Thomas Crichton,"Chief Compliance Officer, Founder, Managing Member, Member","Traveller Capital Advisors, LLC",dcrichton@travellercapital.com,,List Import
10760344,Inactive Investor,Lahoma Napper,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",lahoma_napper@ml.com,,Salesforce
10952403,Inactive Investor,Brandon Simmons,,Morgan Stanley New Orleans LA 1100 Poydras St,,,Salesforce
10910598,Inactive Investor,Dexter James,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC",dexter.l.james@mai.capital,,Salesforce
9593200,,Hui Steven,,,990041324@qq.com,,List import
11142533,Inactive Investor,Brooke Wimes,Senior Client Associate;Senior Investment Associate,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",brooke.wimes@rbc.com,,Salesforce
11128009,Inactive Investor,Stella Tan,,"Farmers Financial Solutions, LLC Newbury Park CA 3205 Old Conejo Rd",stan@farmersagent.com,,Salesforce
9616619,,Andrew Fenic,,,afenic@gmail.com,,List import
11115461,Inactive Investor,Caleb Howard,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10884947,Inactive Investor,Timothy Joseph,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,timothy.joseph@us.hsbc.com,,Salesforce
9615770,,Todd Wetzel,,,todd.wetzel@fmr.com,,List import
346201,,Shoshi Kimchi,Executive Assistant,Vintage Investment Partners,shoshik@vintage-ip.com,972-995-48464,Manual List Upload
10806302,Inactive Investor,Christopher Boggs,Financial Advisor;Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,christopher.s.boggs@jpmorgan.com,,Salesforce
11112007,Inactive Investor,Michael Cavanaugh,,Hilltop Securities Inc. Solana Beach CA 777 S Hwy 101,michael.cavanaugh@hilltopsecurities.com,,Salesforce
9553638,,Nick Procyk,,,quantnick@gmail.com,,List import
10854587,Inactive Investor,Bill Meador,Advisor,"The Wright Legacy Group, LLC Overland Park KS 5250 W 94th Ter",bill@wrightlegacy.com,,Salesforce
10797048,Inactive Investor,David Aronson,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",david.aronson@wellsfargoadvisors.com,,Salesforce
11075916,Inactive Investor,Andrew Kerr,Chief Compliance Officer;Chief Executive Officer,Kerr Wealth Management,akerr@kerrwealth.com,,Salesforce
9592361,,Scott Williams,,,swilliams@investmark.net,,List import
10796690,Inactive Investor,Andrew Stromwall,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Delafield WI 440 Wells St",andrew.stromwall@rbc.com,,Salesforce
9602735,,steve lee,,,leejinseok111@gmail.com,,List import
10775497,Inactive Investor,Jeff Radivan,Financial Advisor,"Ameriprise Financial Services, LLC Munster IN 931 Ridge Rd",jeff.d.radivan@ampf.com,,Salesforce
11260287,Inactive Investor,Robert Dipadua,Director,"Ameriprise Financial Services, LLC Coventry RI Private Residence",,,Salesforce
10976544,Inactive Investor,Pedro Diaz,,J.P. Morgan Securities LLC Pompano Beach FL 2285 N Federal Hwy,pedro.diaz@jpmorgan.com,,Salesforce
62812,,Stephen Bredesen,"Financial Services Representative, Investment Advisor Representative","Principal Securities, Inc.",bredesen.stephen@principal.com,952-277-4319,
11156064,Inactive Investor,Raymond Dexter,Branch Manager,LPL Financial LLC La Mesa CA 8313 La Mesa Blvd,raymond.dexter@lpl.com,,Salesforce
11183092,Inactive Investor,Robert Dillman,,"Allstate Financial Services, LLC Alvin TX Private Residence",bobdillman@allstate.com,,Salesforce
10901462,Inactive Investor,Alexandra Lawson,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,alexandra.lawson@jpmorgan.com,,Salesforce
11183913,Inactive Investor,Dale Anderson,,"Osaic Wealth, Inc. Clifton Springs NY 110 Clifton Springs Professional Park",,,Salesforce
11005954,Inactive Investor,Marcella Klosterman,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
53132,,John Kiblin,Financial Associate,Thrivent Investment Management Inc.,john.kiblin@thrivent.com,,
10875064,Inactive Investor,Timothy Kopchick,,"Avantax Investment Services, Inc. Troy MI 5700 Crooks Rd",,,Salesforce
11188106,Inactive Investor,Paul Sheinkopf,Financial Advisor,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",paul.sheinkopf@prudential.com,,Salesforce
10647599,,Austin Nielson,,,austin.nielson@tiaa.org,,List Import
10783244,Inactive Investor,Marcus Carter,,Vanguard Marketing Corporation,marcus_carter@vanguard.com,,Salesforce
9596805,,Mitchell Ahmad,,,mitchell.ahmad@svaplumb.com,,List import
10944614,Inactive Investor,Joseph Scouloukas,,"Osaic Wealth, Inc. Cleveland OH 1185 Rockside Rd",,,Salesforce
10656942,,Therese Griffiths,,,therese.l.griffiths@chase.com,,List Import
63274,,Derek Otremba,,"CBIZ Financial Solutions, Inc.",dotremba@cbiz.com,443-259-3200,
10946513,Inactive Investor,David Katz,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,david.katz@fidelity.com,,Salesforce
11222011,,Sarah Keys,,,skeys@wealthenhancement.com,,List Import
10882972,Inactive Investor,John Lee,Financial Advisor,Edward Jones Oklahoma City OK 1116 Classen Dr,john.lee2@edwardjones.com,,Salesforce
122423,,Dan Genzale,,[Unknown],dan@genzale.com,,source
11146557,Inactive Investor,Audrey Creak,Chief Compliance Officer;Financial Advisor;Investment Advisor,Oregon Pacific Wealth Management,audrey.creak@oregonpacificwealth.com,,Salesforce
9580885,,Thomas Lewis,,,tlewis@krilogy.com,,List import
10791476,Inactive Investor,Kurt Hendrickson,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",kurt.hendrickson@tiaa.org,,Salesforce
10763138,Inactive Investor,John Glover,Vice President - Wealth Management,Neuberger Berman BD LLC West Palm Beach FL 525 Okeechobee Blvd,john.glover@nb.com,,Salesforce
11051219,Inactive Investor,Giselle Espinosa Fernandez,Registered Client Service Associate,"Raymond James & Associates, Inc. West Palm Beach FL 222 Lakeview Ave",giselle.espinosa@raymondjames.com,,Salesforce
10974463,Inactive Investor,James Rosales,,State Farm VP Management Corp. Garland TX 4750 N Jupiter Rd,,,Salesforce
123325,,Kristin Patterson,Sr VP,FCI Advisors,kristin.patterson@fciadvisors.com,913-663-0651,
11030888,Inactive Investor,Sara Ashworth-Baccus,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",sara.ashworth-baccus@ml.com,,Salesforce
10978802,Inactive Investor,David Amiot,Lead Advisor,Brighton Jones LLC Denver CO 4700 S Syracuse St,,,Salesforce
11212221,Inactive Investor,David Alexander,,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",david.alexander@nm.com,,Salesforce
11136068,Inactive Investor,Gregory Wiegers,Financial Advisor,Commonwealth Financial Network Glen Carbon IL 6 Ginger Creek Pkwy,gwiegers@commonwealth.com,,Salesforce
10883386,Inactive Investor,George Kinsella,Financial Advisor,Commonwealth Financial Network Oak Brook IL 903 Commerce Dr,gkinsella@cofgroup.com,,Salesforce
9630752,,josh ford,,,joshford72@gmail.com,,List import
119107,,Juan Ayala,Vice President,"SunTrust Advisory Services, Inc.",juan.f.ayala@suntrust.com,941-951-3020,
9581080,,Stephen Witte,,,switte@midwestcap.com,,List import
11141074,Inactive Investor,Mark Goecke,,"Horace Mann Investors, Inc. Las Vegas NV 2001 S Jones Blvd",mark.goecke@horacemann.com,,Salesforce
11098370,Inactive Investor,Paul Hynes,,"Cambridge Investment Research, Inc. Frederick MD 3532 Urbana Pike",phynes@retirementplanninggrp.com,,Salesforce
10971872,Inactive Investor,Isabel Mejia,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,isabel.mejia@lpl.com,,Salesforce
11120001,Inactive Investor,Ilene Gohmert,Financial Advisor,LPL Financial LLC Cuero TX 117 E Church St,ilene.gohmert@lpl.com,,Salesforce
10762381,Inactive Investor,Peter Howard,President;Regulatory Contact,"Walter C. Flower & Co., Inc New Orleans LA 408 Magazine St",,,Salesforce
209513,,Kyle Peerless,,[Unknown],kpeerless1@gmail.com,,
11110013,Inactive Investor,Lori Galbraith,Financial Advisor,LPL Financial LLC Oswego IL Private Residence,lori.galbraith@lpl.com,,Salesforce
347350,,Stuart Wood,"Director, Financial Planning","Innovative Advisory Partners, Llc",stuart.wood@solomonwoodfa.com,423-870-2140,Manual List Upload
10931693,Inactive Investor,Lee Generous,Chief Compliance Officer;Founder,Generous Wealth Management,,,Salesforce
10760536,Inactive Investor,David Magrone,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",david_magrone@ml.com,,Salesforce
10983384,Inactive Investor,Senta Curran,,"Osaic Wealth, Inc. Pine Bush NY 2708 State Rte 52",,,Salesforce
11124679,Inactive Investor,Christina Beauchamp,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",christina.beauchamp@schwab.com,,Salesforce
9585352,,Ellen Shin,,,shine468@gmail.com,,List import
11155481,Inactive Investor,Joseph Henn,,"Private Client Services, LLC Saint Louis MO 10900 Manchester Rd",,,Salesforce
10856634,Inactive Investor,John DiMatteo,Financial Advisor,Commonwealth Financial Network Shelton CT 1000 Bridgeport Ave,,,Salesforce
10789769,Inactive Investor,Joseph Dinelli,,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,joseph.f.dinelli@ubs.com,,Salesforce
11175358,Inactive Investor,Danielle Schlech,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hurst TX 1401 Precinct Line Rd",danielle.schlech@ampf.com,,Salesforce
10879494,Inactive Investor,Jared Stapleton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jared.stapleton@fidelity.com,,Salesforce
10494235,,Brandon Harwell,,,bharwell@bchwealth.com,,Web Form Fillout
10883951,Inactive Investor,Lamar Rahden,Financial Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 110 W Lockwood Ave",lamar.rahden@pnc.com,,Salesforce
11140102,Inactive Investor,Douglas Eng,,"Independent Financial Group, LLC San Francisco CA 1250 Jones St",deng@ifgrr.com,,Salesforce
10755967,Inactive Investor,Courtney Walls,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",courtney.walls@ml.com,,Salesforce
11005473,Inactive Investor,David Sanderson,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,,,Salesforce
10974927,Inactive Investor,Virginia Lee,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,virginia.x.lee@jpmorgan.com,,Salesforce
9578389,,Taher Elgamal,,,elgamal98@yahoo.com,,List import
11160036,Inactive Investor,Andrew Conner,Financial Advisor,Madrona Financial & CPAs Everett WA 1201 Pacific Ave,andrewc@madronafinancial.com,,Salesforce
11146879,Inactive Investor,Diana Tran,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Puente CA 150 N Hacienda Blvd",diana.tran2@ml.com,,Salesforce
9635595,,Shane Twomey,,,stwomey@verdence.com,,List import
10979326,Inactive Investor,Joshua Saha,,"Saybrus Equity Services, LLC Hilliard OH Private Residence",jsaha@saybruspartners.com,,Salesforce
10943362,Inactive Investor,Ingrid Tang,Member,Halcyon Investment Advisor,,,Salesforce
11135994,Inactive Investor,William Arthur,,"ValMark Securities, Inc. Fort Mitchell KY 211 Grandview Dr",,,Salesforce
10830058,Inactive Investor,Wayne Courtney,,"The Investment Center, Inc. Mayfield KY 112 S 2nd St",wcourtney@investmentctr.com,,Salesforce
9545203,,Michael Glantz,,,michael.glantz@thrivent.com,,List import
10649062,,Sulatn Alharbi,,,y.vn@hotmail.com,,Web Form Fillout
10647017,,Edward Blackman,,,eblack@stifel.com,,List Import
10962580,Inactive Investor,Jennifer Giemza,Senior Vice President,Wealthspire Advisors Madison WI 10 Terrace Ct,jennifer.giemza@wealthspire.com,,Salesforce
9641441,,Paul Ridley,,,pridley@gmail.com,,List import
9580001,,Laurie Daven,,,daven.laurie@principal.com,,List import
11114284,Inactive Investor,Anton Roure Moulier,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,aroure-moulier@primerica.com,,Salesforce
11027171,Inactive Investor,Mary Pascarella,Investment Advisor Representative,LPL Financial LLC Parsippany NJ 2001 US Hwy 46,mary.pascarella@lpl.com,,Salesforce
10981617,Inactive Investor,Damian Foreman,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10846671,Inactive Investor,Allisha Curtis,Wealth Manager,Thor Wealth Management Inc,,,Salesforce
11161359,Inactive Investor,Timothy Desantis,Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",timothy.desantis@wellsfargo.com,,Salesforce
10456369,,Alfred Rangel,,,phred84@outlook.com,,Web Form Fillout
10891831,Inactive Investor,Maylin Lema,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,maylin.lema@fidelity.com,,Salesforce
10611159,,Joshua Carter,"Senior Financial Advisor, Vice President",,tmacskillz86@aol.com,,List Import
11004477,Inactive Investor,Eric Igleski,,PFS Investments Inc. Gilbert AZ 4365 E Pecos Rd,eric.igleski@primerica.com,,Salesforce
11069341,Inactive Investor,Justin Follmer,Founder;President,"Coastal Wealth Advisors, LLC",justin@coastalwealthadvisors.com,,Salesforce
10842138,Inactive Investor,Jill Otto,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
11115437,Inactive Investor,Elliot Hartje,Financial Advisor,Edward Jones Lafayette IN 900 Kossuth St,elliot.hartje@edwardjones.com,,Salesforce
10816791,Inactive Investor,Ronald Mills,,"Packerland Brokerage Services, Inc. Boyne City MI 335 Silver St",ronald_mills@packerlandbrokerage.com,,Salesforce
10994310,Inactive Investor,Robert Reichwein,Associate Wealth Advisor,Wealthquest Corporation,rreichwein@wqcorp.com,,Salesforce
9644114,,ken tai,,,taleyxp@hotmail.com,,List import
11106788,Inactive Investor,Stuart Birdt,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Santa Barbara CA 120 E De La Guerra St",sbirdt@cressetcapital.com,,Salesforce
11232639,Inactive Investor,Brian Diaz,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
10889569,Inactive Investor,Patrick Holmay,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,patrick_j_holmay@glic.com,,Salesforce
1908,,Andrej Vuk,,[[Unknown]],andrej.vukk@gmail.com,,Direct
9575641,,Mohammad Rahimi,,,mri.rahimi@gmail.com,,List import
9557935,,Vince Sanchez,,,vasadvisorysvcs@comcast.net,,List import
11124439,Inactive Investor,Deon James,,J.P. Morgan Securities LLC Edison NJ 2163 Oak Tree Rd,deon.james@chase.com,,Salesforce
10923993,Inactive Investor,Delia Tio,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,delia.tio@primerica.com,,Salesforce
353207,,Sean Holland,Director,New York Life,sean_j_holland@nylim.com,,Event
9638221,,Johannes Kaps,,,kaps@hsgfunds.com,,List import
9647358,,SERKAN I?IK,,,miranardino@gmali.com,,List import
10906889,Inactive Investor,Stephen Cummings,Financial Advisor;Member;Owner,Savant Wealth Management Wilmette IL 1000 Skokie Blvd,scummings@savantwealth.com,,Salesforce
10956281,Inactive Investor,Kyle Upp,,LPL Financial LLC Grand Island NE 410 Lexington Cir,kyle.upp@lpl.com,,Salesforce
10494492,,David Gurun,"Chief Compliance Officer, Chief Investment Officer, Vice President",WhiteRock Wealth Management Co.,david@whiterockwm.com,,List Import
10616366,,Craig Bolanos,,,craig.bolanos@lpl.com,,List Import
11056879,Inactive Investor,Gabriel Lajeunesse,Senior Vice President,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,gabriel.lajeunesse@ubs.com,,Salesforce
9637880,,Tressa Huddleston,,,tressa@inspiringgood.org,,List import
11099926,Inactive Investor,Tri Truong,Chief Compliance Officer;Managing Member,Elite Wealthcare LLC,,,Salesforce
10895434,Inactive Investor,Holly Geer,Investment Associate,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",holly.geer@rbc.com,,Salesforce
9572923,,Karl Kebler,,,keblerk@myavantax.com,,List import
11194690,Inactive Investor,Eric Brodwin,Chief Compliance Officer;Chief Investment Officer;Managing Member,Congress Park Capital LLC,,,Salesforce
10857463,Inactive Investor,Daniel Sburlati-Rupp,Senior Wealth Strategy Associate,UBS Financial Services Inc. Westport CT 8 Wright St,daniel.rupp@ubs.com,,Salesforce
11044671,Inactive Investor,Craig Smith,Relationship Manager,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",smith.craig@principal.com,,Salesforce
11094717,Inactive Investor,Paul Borowiak,,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,paul.borowiak@ubs.com,,Salesforce
11132947,Inactive Investor,Jacob Pentz,,LPL Financial LLC Superior WI 2817 Tower Ave,,,Salesforce
11232650,Inactive Investor,Victor Ruiz,,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",vruiz@financialguide.com,,Salesforce
349430,,Christopher Ortiz,"Branch Manager, Financial Advisor","National Asset Management, Inc.",cortiz@nationalsecurities.com,866-305-2220,
9590468,,John Brick,,,john@kruseam.com,,List import
1001738,Inactive Investor,Michael Nicolas,Assistant Controller,Union Square Investment Company,mnicolas@usqic.com, +1 415 392 9228,
11039240,Inactive Investor,Michael Weber,,"Cambridge Investment Research, Inc. Champaign IL 1701 S Prospect Ave",,,Salesforce
11002909,Inactive Investor,Bryan Wasserman,Investment Advisor Representative,"Continuum Advisory, LLC Annapolis MD 810 E College Pkwy",,,Salesforce
11111781,Inactive Investor,Becky Layton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10867949,Inactive Investor,Elijah Robinson,,J.P. Morgan Securities LLC Marana AZ 12025 N Thornydale Rd,,,Salesforce
9617230,,jim Schied,,,noshine@protonmail.com,,List import
10822860,Inactive Investor,Grace Sullivan,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",grace.sullivan@nm.com,,Salesforce
10899752,Inactive Investor,Devon Schultz,Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,devon.schultz@morganstanley.com,,Salesforce
10963035,Inactive Investor,Nicholas Cosky,Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,nicholas.cosky@corient.com,,Salesforce
10807374,Inactive Investor,Ryan Tedesco,Financial Advisor,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",ryan.tedesco@raymondjames.com,,Salesforce
11117352,Inactive Investor,Shawn Upton,,J.P. Morgan Securities LLC Menifee CA 30032 Haun Rd,shawn.m.upton@chase.com,,Salesforce
10855350,Inactive Investor,Matthew Myers,,"TIAA-CREF Individual & Institutional Services, LLC Bellevue WA 929 108th Ave NE",mmyers@tiaa-cref.org,,Salesforce
9616267,,Michael Savino,,,savino654@gmail.com,,List import
11021108,Inactive Investor,Kelly Reimer,,The Huntington Investment Company Birmingham MI 1040 E Maple Rd,kelly.a.reimer@huntington.com,,Salesforce
10819933,Inactive Investor,Leon Lieberman,Financial Advisor;Managing Partner,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",leon.lieberman@wfafinet.com,,Salesforce
10813337,Inactive Investor,Joseph Soranno,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",joseph.soranno@ampf.com,,Salesforce
10753168,Inactive Investor,Ashley May,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",,,Salesforce
10816350,Inactive Investor,Anthony Benante,Managing Member;Principal - Wealth Management,Baron Financial Group LLC Fair Lawn NJ 16-00 State RT 208,,,Salesforce
10980962,Inactive Investor,Kirk Soland,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",kirk.soland@gwrs.com,,Salesforce
11179760,Inactive Investor,Emily Martinez,,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",,,Salesforce
10648309,,Jeffrey Arnold,,,scott@impactfolio.co,,List Import
10985217,Inactive Investor,Kyley Hjeresen,,"U.S. Bancorp Investments, Inc. Bend OR 86 SW Century Dr",,,Salesforce
9552521,,Kip TRUE,,,kip@wyodiamond.com,,List import
11168735,Inactive Investor,Mathew Cremeans,Financial Advisor,Edward Jones Savannah GA 100 Blue Fin Cir,mathew.cremeans@edwardjones.com,,Salesforce
11128556,Inactive Investor,Catherine Marshall,,Huntleigh Securities Corporation,,,Salesforce
10995467,Inactive Investor,Bethany Fairfax,,"ValMark Securities, Inc. Minneapolis MN 220 S 6th St",,,Salesforce
10833568,Inactive Investor,Scott Wood,,"Concourse Financial Group Securities, Inc. Greensboro NC 7900 Triad Center Dr",scott.wood@concoursefinancial.com,,Salesforce
205281,,Trevor Wilson,,[Unknown],trvrwilson@roadrunner.com,,
10786185,Inactive Investor,Justin McCloskey,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,justin.m.mccloskey@jpmorgan.com,,Salesforce
10876803,Inactive Investor,James Swenson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10827363,Inactive Investor,William Steckelberg,,"Osaic Wealth, Inc. La Crosse WI 3626 E Ave S",bsteckelberg@osaicwealth.com,,Salesforce
9552486,,James Martin,,,jamesemartinjr@gmail.com,,List import
10968583,Inactive Investor,Nicole Evenski,,LPL Financial LLC Eden Prairie MN 775 Prairie Center Dr,nicole.evenski@lpl.com,,Salesforce
333636,,Brett Landstrom,,Mercer Global Advisors Inc.,blandstrom@merceradvisors.com,(888) 355-2151,
10946918,Inactive Investor,Erica Molina,,"Cambridge Investment Research, Inc. Phoenix AZ 2700 N Central Ave",,,Salesforce
10863954,Inactive Investor,Kathleen Schrantz,,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,,,Salesforce
9582896,,Bob Exler,,,bexler53@aol.com,,List import
11163518,Inactive Investor,Christopher Tatton,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_tatton@vanguard.com,,Salesforce
9567768,,Daniel Lee,,,danieljohn.lee@ntlworld.com,,List import
10840224,Inactive Investor,Garrett Beeley,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",garrett.beeley@ml.com,,Salesforce
11171379,Inactive Investor,Ebony Bailey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ebony_bailey@vanguard.com,,Salesforce
11156656,Inactive Investor,Susan Hedman,,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",sue.hedman@benjaminfedwards.com,,Salesforce
10646237,,Caroline Gates,,,caroline.gates@morganstanley.com,,List Import
10656673,,Albert Lerman,,,albert.lerman@horacemann.com,,List Import
11223178,,Belma Mujdzic,,,bmujdzic@brokersifs.com,,List Import
9639649,,Lillian Li,,,lillian.li@lgt.com,,List import
67736,,Cory Lienemann,Financial Associate,Thrivent Investment Management Inc.,cory.lienemann@thrivent.com,,
10825923,Inactive Investor,Mel Bannon,Private Wealth Advisor,"Osaic FA, Inc. Westlake Village CA 31111 Agoura Rd",mel.bannon@lfg.com,,Salesforce
11061543,Inactive Investor,Verkilya Hogan,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,verkilya.hogan@jpmorgan.com,,Salesforce
10975900,Inactive Investor,Ting Su,,Cetera Investment Services LLC Bellevue WA 13238 NE 20th St,,,Salesforce
11072144,Inactive Investor,Eric Newman,Executive Director - Wealth Management;Institutional Consulting Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,eric.newman@morganstanley.com,,Salesforce
9566535,,Renee Pavlik,,,rpavlik@royalaa.com,,List import
11103011,Inactive Investor,Ryan Richardson,Financial Advisor,Edward Jones Durant OK 4015 W Hwy 70,ryan.richardson@edwardjones.com,,Salesforce
371371,,Joe Kruchek,,None,jkruchek@gmail.com,6027403920,Salesforce
10911874,Inactive Investor,Parson Tang,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,parson.tang@jpmorgan.com,,Salesforce
10800984,Inactive Investor,Rongjuan Wang,,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",rongjuan.wang@transamerica.com,,Salesforce
10976174,Inactive Investor,Shu Ling Liang,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",shuling.liang@tfaconnect.com,,Salesforce
9564389,,Akin Falusi,,,falusiakin@gmail.com,,List import
11152211,Inactive Investor,Lauri Sperfslage,,"Raymond James Financial Services, Inc. Middleton WI 7781 Elmwood Ave",,,Salesforce
10950549,Inactive Investor,Thomas Stempien,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",thomas.stempien@prudential.com,,Salesforce
10884821,Inactive Investor,Gilbert Cardillo,Chief Compliance Officer;Principal,Peconic Asset Planning,gil@peconicassetplanning.com,,Salesforce
11098696,Inactive Investor,Nathanial Collins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11056401,Inactive Investor,Marc Ortega,,PFS Investments Inc. Orangeburg SC 396 Saint Paul St,marcanthony.ortega@primerica.com,,Salesforce
10925547,Inactive Investor,Justin Marcus,,Cetera Advisor Networks LLC Palm Springs CA Private Residence,justinmarcus@ceterawealth.com,,Salesforce
87513,,Mitchell Rubin,Chief Investment Officer,"Riverpark Advisors, Llc",mrubin@riverparkfunds.com,212-484-2100,Manual List Upload
11014374,Inactive Investor,Andrew Schwarz,,"Northwestern Mutual Investment Services, LLC Tucson AZ 1760 E River Rd",,,Salesforce
11057109,Inactive Investor,Caila Moed,,Goldman Sachs & Co.,,,Salesforce
346966,,Scott Utzinger,Managing Member,"Crawford Fund Management, Llc",sutzinger@crawfordfunds.com,617-274-5617,Manual List Upload
10861591,Inactive Investor,Joseph Fering,,"Cambridge Investment Research, Inc. Blue Earth MN Private Residence",,,Salesforce
4443573,,Grayscale Zoom,,,marketing@grayscale.com,,Event
10802161,Inactive Investor,Bonnie Stein,Member,Jemma Financial Services,bstein@jemmafinancial.com,,Salesforce
11197748,Inactive Investor,Chirstopher Baucom,Owner;Partner,Canopy Partners,,,Salesforce
11058567,Inactive Investor,Anthony Lapinto,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Canton OH 4481 Munson St NW",anthony.a.lapinto@ampf.com,,Salesforce
11180354,Inactive Investor,Maryann Erdman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",maryann.erdman@ml.com,,Salesforce
10770567,Inactive Investor,Raniero Cortina,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,ron.cortina@gs.com,,Salesforce
11188699,Inactive Investor,Giovanni Gallo,Financial Advisor,LPL Financial LLC Florham Park NJ 248 Columbia Tpke,giovanni.gallo@lpl.com,,Salesforce
10999421,Inactive Investor,Brandon Price,,J.P. Morgan Securities LLC New Rochelle NY 270 North Ave,brandon.price@jpmorgan.com,,Salesforce
9589367,,Stacie Koesters,,,skoesters@rwbaird.com,,List import
11232400,Inactive Investor,Rufus Taylor,,PFS Investments Inc. Wyncote PA 827 Glenside Ave,,,Salesforce
10788255,Inactive Investor,Meredith Taylor,Senior Client Associate,Neuberger Berman BD LLC Tampa FL 401 E Jackson St,meredith.taylor@nb.com,,Salesforce
11152321,Inactive Investor,Tracy Carmer,,"Raymond James Financial Services, Inc. Bethlehem PA 2005 City Line Rd",tracy.carmer@raymondjames.com,,Salesforce
10862547,Inactive Investor,David Smith,Financial Advisor,Edward Jones Bowling Green KY Private Residence,david.d.smith@edwardjones.com,,Salesforce
10758014,Inactive Investor,Callender Herman,Financial Advisor,"Wells Fargo Clearing Services, LLC New Orleans LA 1250 Poydras St",callender.herman@wfadvisors.com,,Salesforce
220434,,Carolyn Glynn,,[Unknown],carolyn.m.glynn@gmail.com,,Direct
10811909,Inactive Investor,Gary Moore,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",garypaul_moore@ml.com,,Salesforce
9540798,,Marcelo M40 Investments Ltd,,M40 Investments Ltd,mhallack@gmail.com,,List Import
11070447,Inactive Investor,Paul Saxton,Chief Compliance Officer;Chief Executive Officer;Member,"Saiph Capital, LLC",bsaxton@saiph.com,,Salesforce
9585022,,Joseph Jacques,,,joe@joejacquescpa.com,,List import
11077710,Inactive Investor,Cade Eisenzimmer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",cade.eisenzimmer@schwab.com,,Salesforce
249375,,J Randall Engwert,Partner/Attorney,"Reminger Co., LPA",rengwert@reminger.com,,Manual List Upload
9631294,,Jeffrey Lamm,,,jeffreylamm@yahoo.com,,List import
347144,,James Meredith,Executive Vice President,"Hefren-tillotson, Inc.",james.meredith@hefren.com,412-434-0990,Manual List Upload
11004480,Inactive Investor,Maurice Hyde,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,mhyde@primerica.com,,Salesforce
11062387,Inactive Investor,Ryan Mumy,Chief Executive Officer,Sollinda Capital Management LLC,,,Salesforce
10770191,Inactive Investor,Catherine Johnston,Chief Marketing Officer,Miller Howard Investments Inc,cjohnston@mhinvest.com,,Salesforce
11099180,Inactive Investor,Caroline Laiacona,Chief Compliance Officer,"Diazo, LLC",caroline.laiacona@diazo.com,,Salesforce
9636754,,Brooke Allen,,,brooke@manefm.com,,List import
11082782,Inactive Investor,Marie Groubert,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,mgroubert@primerica.com,,Salesforce
228783,, -,,[Unknown],alghalayini@aol.com,,
11196106,Inactive Investor,Brent Holcombe,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,brent.holcombe@fidelity.com,,Salesforce
10806586,Inactive Investor,William Gorgas,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",,,Salesforce
10875200,Inactive Investor,Darcy Jones,Financial Consultant;Member;Relationship Advisor;Vice President,"Charles Schwab & Co., Inc. Treasure Island FL Private Residence",darcy.jones1@schwab.com,,Salesforce
10777074,Inactive Investor,David Kelton,Managing Director,Morgan Stanley Dallas TX 2121 N Pearl St,david.kelton@morganstanley.com,,Salesforce
10835953,Inactive Investor,Melissa Horton,Wealth Management Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,melissa.horton@morganstanley.com,,Salesforce
204693,,Jan Hofmann,,Ubs,jan.hofmann@ubs.com,(653) 139-0159,
10757147,Inactive Investor,Jeffrey Fishman,,B. Riley Wealth Management Tampa FL 2901 W Busch Blvd,,,Salesforce
11114427,Inactive Investor,Douglas Duke,,Cetera Advisor Networks LLC Gautier MS Private Residence,,,Salesforce
124687,,Kurt Ringenbach,"Partner, Wealth Advisor","Stratos Wealth Partners, Ltd",kringenbach@stratoswealthpartners.com,216-849-8665,
11170654,Inactive Investor,Andrew Atakpo,,"Northwestern Mutual Investment Services, LLC Long Beach CA 100 W Broadway",andrew.atakpo@nm.com,,Salesforce
10953142,Inactive Investor,Ramon Morris,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 608 Silver Spur Rd",,,Salesforce
246450,,Nathan Kellish,,Webster Bank,nkellish@websterbank.com,,
340039,,Corinne Baughman,Partner,Moss Adams Wealth Advisors Llc,corinne.baughman@mossadams.com,206-302-6500,Manual List Upload
10792986,Inactive Investor,Jared Stricklin,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",jared.stricklin@raymondjames.com,,Salesforce
11210067,Inactive Investor,Connor Howell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10908317,Inactive Investor,Sandra Loewen,Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",sandra.loewen@aviorwealth.com,,Salesforce
11017730,Inactive Investor,Laramie Nichols,,"Osaic Wealth, Inc. Natchitoches LA 113 South Dr",,,Salesforce
10857133,Inactive Investor,Richard Seiwell,Manager,"Seiwell Advisors, LLC",,,Salesforce
348878,,Brian Cochran,Trustee,John Moore & Associates Inc,bcochran@johnmoore.com,505-881-5100,Manual List Upload
10820809,Inactive Investor,William Lafond,,"Grove Point Investments, LLC Batavia IL 230 Douglas Rd",blafond@hbeckinc.com,,Salesforce
10983072,Inactive Investor,Robert Sullivan,,PFS Investments Inc. Nanuet NY 119 Main St,rsullivan@primerica.com,,Salesforce
11091280,Inactive Investor,Parker Kenney,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9596679,,Jeff Nietz,,,jtnietz@comcast.net,,List import
11134445,Inactive Investor,Sidney Gosser,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Wyncote PA 8101 Washington Ln,sgosser@janney.com,,Salesforce
10839909,Inactive Investor,Barry Gottlieb,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley New Brunswick NJ 120 Albany St,barry.gottlieb@morganstanley.com,,Salesforce
9542420,,Derek Lisbon,,,sondracurry1@gmail.com,,List import
11024945,Inactive Investor,Naomi Graham James,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,ngraham-james@primerica.com,,Salesforce
10941514,Inactive Investor,Emmanuel Banjoko,,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,,,Salesforce
10973488,Inactive Investor,Landon Trusty,,Cetera Investment Services LLC Hot Springs National Park AR 302 Malvern Ave,,,Salesforce
10617654,,Veena Gandhi,,,veena.gandhi@tfaconnect.com,,List Import
11235985,Inactive Investor,Gabriel Wyatt,Investment Analyst;Research Analyst,"CX Institutional, LLC",gabriel.wyatt@credentwealth.com,,Salesforce
10995926,Inactive Investor,Stephen Byers,Financial Advisor,LPL Financial LLC Santa Rosa CA 3554 Round Barn Blvd,stephen.byers@lpl.com,,Salesforce
10932246,Inactive Investor,Rodney Miller,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
10894288,Inactive Investor,Ryan Marr,,Cetera Advisor Networks LLC Saint Paul MN 1048 Meadowlands Dr,marrr@ceteranetworks.com,,Salesforce
10761677,Inactive Investor,Stefanie Blaney,Branch Manager;Executive Director,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,stefanie.bermel@morganstanley.com,,Salesforce
217483,,Charles Lassiter,,"Lassiter Financial Advisors, LLC",lassiterfinancial@att.net,(770) 364-7479,
11179411,Inactive Investor,Dajilla Lemle,,"Wells Fargo Clearing Services, LLC Redlands CA 220 E State St",,,Salesforce
11199071,Inactive Investor,Paul Church,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Anderson IN 800 Main St",paul.church@stifel.com,,Salesforce
11065270,Inactive Investor,Len Graddy,,"Capital Investment Group, Inc. Hinesville GA 101 N Main St",,,Salesforce
11053154,Inactive Investor,Roger Anderson,Financial Advisor;Managing Partner,"The Capital Advisory Group Advisory Services, LLC",,,Salesforce
11007475,Inactive Investor,Maria Reid,Registered Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,maria.reid@morganstanley.com,,Salesforce
11108624,Inactive Investor,Erik Nedrud,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10946640,Inactive Investor,Nikhil Perkari,Executive Director,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10616766,,Mark Thorndyke,,,mark_w_thorndyke@ml.com,,List Import
9542782,,Doug Jungquist,,,dougj34@yahoo.com,,List import
10764401,Inactive Investor,Leon Silvestre,,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",leon.silvestre@wellsfargo.com,,Salesforce
11038751,Inactive Investor,Edward Korza,,"Allstate Financial Services, LLC East Windsor CT 29B S Main St",,,Salesforce
10777427,Inactive Investor,Anthony Desante,,Vanguard Marketing Corporation,anthony_desante@vanguard.com,,Salesforce
11075850,Inactive Investor,Jeffrey Rose,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,jrose@ft.newyorklife.com,,Salesforce
9596323,,Glenn Goldman,,,glenn@goldmanlancaster.com,,List import
10887617,Inactive Investor,Grant Stafford,,Edward Jones Washington IN 933 S State Road 57,grant.stafford@edwardjones.com,,Salesforce
9639344,,David Dietrich,,,ddietric@sbch.org,,List import
11198990,Inactive Investor,Samuel Jacobs,,J.P. Morgan Securities LLC New York NY 1003 Lexington Ave,samuel.jacobs@jpmorgan.com,,Salesforce
10753349,Inactive Investor,Connie Can,Financial Advisor,"Ameriprise Financial Services, LLC Campbell CA 1901 S Bascom Ave",connie.x.can@ampf.com,,Salesforce
11128695,Inactive Investor,Christelyn Bayerl,,"Wells Fargo Clearing Services, LLC Green Bay WI 959 Kepler Dr",christelyn.bayerl@wellsfargoadvisors.com,,Salesforce
10953196,Inactive Investor,Matthew Benson,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",matthew.benson@bofa.com,,Salesforce
11191134,Inactive Investor,Alexander Tennant,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10890302,Inactive Investor,Kathryn Garvin,Advisor,"Raymond James & Associates, Inc.",kathryn.garvin@raymondjames.com,,Salesforce
11174379,Inactive Investor,Mark Anderson,Vice President,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",,,Salesforce
11140020,Inactive Investor,Yao Tang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 3555 E Foothill Blvd",tanya.tang@ml.com,,Salesforce
10998483,Inactive Investor,Bryan Cordova,Financial Advisor,"Equitable Advisors, LLC Tucson AZ 5151 E Broadway Blvd",bj.cordova@equitable.com,,Salesforce
11080706,Inactive Investor,Christopher McCall,Chief Compliance Officer;Owner;Principal,Journey Beyond Wealth,,,Salesforce
10841602,Inactive Investor,Teresa Atkinshogan,,LPL Financial LLC San Diego CA 4707 Executive Dr,teresa.hogan@lpl.com,,Salesforce
213603,,Aaron Milano,,[Unknown],aaronmilano@gmail.com,,Content
11185875,Inactive Investor,Sarah Moore,President,Donaldson Capital Management LLC,smoore@dcmol.com,,Salesforce
11077954,Inactive Investor,John Hollingsworth,Senior Vice President - Investments,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",john.hollingsworth@raymondjames.com,,Salesforce
10941342,Inactive Investor,Nathan Dunn,Financial Associate,Thrivent Investment Management Inc. Salem OR 103 McNary Estates Dr N,,,Salesforce
171443,,Ernesto Oporto,,[Unknown],eoporto@yahoo.com,,
10899538,Inactive Investor,Shawnda Patterson,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,shawnda.jefferson@primerica.com,,Salesforce
334859,,Michael Sweet,"Secretary, Treasurer, Director","Mcalister, Sweet & Associates, Inc.",michael@msamsa.net,281-897-0700,Manual List Upload
11125985,Inactive Investor,Magdalena Alcan,Senior Registered Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,magda.alcan@morganstanley.com,,Salesforce
10808156,Inactive Investor,Billy McNeel,,"Avantax Investment Services, Inc. Louisville MS 89 N Columbus Ave",,,Salesforce
10949721,Inactive Investor,Summer Jackman,,State Farm VP Management Corp. Pocatello ID 1023 Yellowstone Ave,,,Salesforce
141595,,Frank Wagner,,INVAO AG,frank.wagner@invao.org,(423) 791-2108,
10920902,Inactive Investor,Matthew Wandrie,,PFS Investments Inc. Southfield MI 29566 Northwestern Hwy,matthew.wandrie@primerica.com,,Salesforce
3151135,,Mariano Castagnotti,,,mcasta@arex.ar,,
10794093,Inactive Investor,John Harten,Financial Advisor,LPL Financial LLC West Springfield MA 1252 Elm St,john.harten@lpl.com,,Salesforce
10659208,,Pantelis Xidias,,,pgxidias@ft.newyorklife.com,,List Import
9614733,,ZOE ZZT,,,1589613657@qq.com,,List import
10882428,Inactive Investor,Mark Riefer,,"Wise Wealth, LLC",mark@wisewealth.com,,Salesforce
10906615,Inactive Investor,Francesca Federico,Co-Founder;President;Wealth Advisor,Twelve Points Wealth Management Concord MA 9 Pond St,francesca@twelvepointswealth.com,,Salesforce
93310,,David Locher,Director - Alternative Investments and Research,CMS Wealth Management,dlocher@cms-advisors.com,610-254-0001,
11131049,Inactive Investor,Ben L Wolf,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",ben.wolf@nm.com,,Salesforce
11045117,Inactive Investor,Casey Ash,,"First Command Brokerage Services, Inc. Colorado Springs CO 615 Wooten Rd",,,Salesforce
10562063,,Ryan Kass,,,kassr30@gmail.com,,Web form fillout
10852706,Inactive Investor,Jacob Magnusson,Client Service Associate,Morgan Stanley Huntsville AL 305 Church St SW,jacob.magnusson@morganstanley.com,,Salesforce
10788469,Inactive Investor,Matthew Snyder,Financial Advisor,"Voya Financial Advisors, Inc. Toledo OH 2760 Centennial Rd",matthew.snyder@voyafa.com,,Salesforce
3793558,,Jonathan Simcic,,,jonsimcic@gmail.com,,Web Form Fillout
11094499,Inactive Investor,Lydia Harville,,State Farm VP Management Corp. Santa Cruz CA 1044 41st Ave,lydia.harville.vacqaw@statefarm.com,,Salesforce
10868431,Inactive Investor,Laurie Halvorson,,Thrivent Investment Management Inc. Charlotte NC 4530 Park Rd,laurie.halvorson@thrivent.com,,Salesforce
10838956,Inactive Investor,Jay Junior,,D.A. Davidson & Co. Irvine CA 3333 Michelson Dr,jjunior@dadco.com,,Salesforce
345090,,Trevor Holsinger,President,"Aspen Wealth Management, Inc.",trevor@aspenwealth.com,913-491-0500,Manual List Upload
11197896,Inactive Investor,Deborah Willett,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 1911 Capital Cir NE",,,Salesforce
11111499,Inactive Investor,James Scott,Financial Professional,LPL Financial LLC Tacoma WA 1102 Broadway,james.scottsr@lpl.com,,Salesforce
10825363,Inactive Investor,Harold Green,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sugar Land TX 2150 Town Square Pl",chip.green@rbc.com,,Salesforce
10606357,,Christopher Vollmer,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",christopher.vollmer@rbc.com,212-703-8231,List Import
9601070,,Danny Chan,,,danny.chan07@gmail.com,,List import
9570992,,Joshua Harness,,,jharness@wundernet.com,,List import
10768630,Inactive Investor,Daniel Stevens,Financial Advisor,Edward Jones Cody WY 1121 13th St,dan.stevens@edwardjones.com,,Salesforce
10990730,Inactive Investor,Koren Rusciano,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",,,Salesforce
10939978,Inactive Investor,Daniel Van Hemert,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10955538,Inactive Investor,Richard Gilbertson,,LPL Financial LLC Miami FL 20900 W Dixie Hwy,,,Salesforce
11193259,Inactive Investor,Charles Watson,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,charles.watson@primerica.com,,Salesforce
11171414,Inactive Investor,Mark Cowdell,Financial Advisor;Insurance Agent;Member;Owner;President,"Cowdell Investments, LLC",,,Salesforce
11141654,Inactive Investor,Julio Renteria,,"Allstate Financial Services, LLC San Diego CA 2250 Palm Ave",juliorenteria@allstate.com,,Salesforce
10771152,Inactive Investor,Adrianna Mesquita,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,adrianna.mesquita@jpmorgan.com,,Salesforce
10969148,Inactive Investor,Scott Long,,"Osaic Wealth, Inc. Lancaster PA 325 N Queen St",,,Salesforce
174420,,Tom Hubert,,[Unknown],tomhubert11@gmail.com,,Content
10973315,Inactive Investor,Caleb Sustar,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",caleb.sustar@tiaa.org,,Salesforce
10830262,Inactive Investor,Richard Carlin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",richard.carlin@rbc.com,,Salesforce
11019645,Inactive Investor,Ryan Stout,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11125537,Inactive Investor,Narciso Cherson,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",nathan.cherson@ml.com,,Salesforce
11228730,Inactive Investor,Mauricio Castro,,J.P. Morgan Securities LLC Chicago IL 550 W Adams St,mauricio.castro@jpmorgan.com,,Salesforce
10875568,Inactive Investor,Rodrigo Quintana,Associate Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 9121 W Russell Rd",rodrigo.quintana@ampf.com,,Salesforce
11133001,Inactive Investor,Bryce Bunnell,Financial Advisor,Edward Jones Yucaipa CA 33733 Yucaipa Blvd,bryce.bunnell@edwardjones.com,,Salesforce
10875187,Inactive Investor,George Tolbert,Financial Advisor,Robert W. Baird & Co. Incorporated Villa Park IL 2 Mid America Plz,gtolbert@rwbaird.com,,Salesforce
11159552,Inactive Investor,Lorena Salazar,,"Frost Brokerage Services, Inc. San Antonio TX 1155 NE Loop 410",lsalazar@frostbank.com,,Salesforce
11210166,Inactive Investor,Phillip Berge,Financial Advisor,Edward Jones Brookfield WI 2205 N Calhoun Rd,phillip.berge@edwardjones.com,,Salesforce
9627630,,Pierre Carras,,,pierre@polysign.io,,List import
11147358,Inactive Investor,Kelly Osman,,LPL Financial LLC Severna Park MD 529 Benfield Rd,kelly.osman@lpl.com,,Salesforce
36297,,Ya Meng,Financial Professional,"Transamerica Financial Advisors, Inc",ya.meng@transamerica.com,443-718-9848,
9638895,,Scott Freeman,,,sfreeman@lcgassociates.com,,List import
8480446,,Rie Shoji,,Charles Schwab,rie.shoji@schwab.com,,List Import
10834836,Inactive Investor,George Stefanou,Financial Advisor,Edward Jones Orlando FL 45 W Crystal Lake St,george.stefanou@edwardjones.com,,Salesforce
11037507,Inactive Investor,Paul Frodyma,,LPL Financial LLC,,,Salesforce
9615832,,Kamil Gancarz,,,kamil@blockchaindev.eu,,List import
9546990,,Thomas L,,,thomas_landrin@laposte.net,,List import
11203745,Inactive Investor,Jared Dickow,,Goldman Sachs & Co.,,,Salesforce
367997,,Andy Lyons,Manager,,alyons@truemarkinvestments.com,8777748783,Webinar
10828958,Inactive Investor,Jon Oravec,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jon.oravec@fidelity.com,,Salesforce
9555276,,Glenn Smith,,,glenn.smith@schwab.com,,List import
11045428,Inactive Investor,David Pekala,,"Osaic Wealth, Inc. Pompano Beach FL 71 NE 27th Ave",,,Salesforce
9609271,,wonchan park,,,bobju8264@gmail.com,,List import
9585561,,David Reilly,,,dreilly@vinprs.com,,List import
10615258,,Mark Mohtashemi,"Financial Advisor, Portfolio Manager",,mark.mohtashemi@morganstanley.com,,List Import
349882,,Conor Delaney,CEO,"Good Life Advisors, Llc",conor.delaney@goodlifefa.com,610-898-6927,Manual List Upload
11056869,Inactive Investor,Lulu Zappy,Financial Advisor;Vice President,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,lulu.zappy@ubs.com,,Salesforce
10617691,,Jonathan Evans,,,jonathan.evans@wellsfargoadvisors.com,,List Import
10892909,Inactive Investor,Eliot Bassin,,"Cambridge Investment Research, Inc. Avon CT 55 Nod Rd",,,Salesforce
11027060,Inactive Investor,Kevin Burke,Private Client Advisor,J.P. Morgan Securities LLC Woburn MA 300 Mishawum Rd,kevin.burke@jpmorgan.com,,Salesforce
10969555,Inactive Investor,Easton Dahlgren,,Edward Jones Elkhart IN 5218 Beck Dr,easton.dahlgren@edwardjones.com,,Salesforce
11217216,,Joanna Sammy-Sasiene,,,joanna.sammy@voya.com,,Other
9598577,,Emily OConnor,,,emilyoconnor.921@gmail.com,,List import
11119523,Inactive Investor,Jonathan Diehl,Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",jonathan.diehl@wellsfargoadvisors.com,,Salesforce
11143020,Inactive Investor,Daniel Grant,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10955330,Inactive Investor,Gregory Peterson,Chief Compliance Officer;Founder;President,Adaptive Financial Solutions Inc,greg@adaptivefs.com,,Salesforce
10942287,Inactive Investor,Christine Quinn,,LPL Financial LLC Hanover MD 7500B Connelley Dr,christine.quinn@lpl.com,,Salesforce
11030093,Inactive Investor,Chanler Jiang,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
11098005,Inactive Investor,Kevin Burinescu,Chief Compliance Officer;Chief Financial Officer,Mark Asset Management LP,kburinescu@markasset.com,,Salesforce
11004075,Inactive Investor,Matthew Abbott,Chief Compliance Officer;Investment Advisor;Managing Member,"Armory Capital Management, LLC",,,Salesforce
10888158,Inactive Investor,Fohn Bendele,,"Osaic Wealth, Inc. Hondo TX 1208 17th St",,,Salesforce
10827016,Inactive Investor,John Bennett,,"Truist Investment Services, Inc. Charleston WV 5560 Big Tyler Rd",john.bennettjr@truist.com,,Salesforce
10895188,Inactive Investor,Joseph Taylor,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",joe.taylor@raymondjames.com,,Salesforce
10903845,Inactive Investor,Racey Morris,Financial Advisor,LPL Financial LLC Hilliard OH Private Residence,racey.morris@lpl.com,,Salesforce
11257583,,Sebastian Walos,,,s.walos@yahoo.pl,,Web Form Fillout
10755894,Inactive Investor,Nick Paterakos,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,nick.paterakos@ubs.com,,Salesforce
10935786,Inactive Investor,Dana Rowlands,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,dana.rowlands@primerica.com,,Salesforce
11207938,Inactive Investor,Drew Case,Financial Advisor;First Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,drew.case@morganstanley.com,,Salesforce
10901275,Inactive Investor,Robert Munley,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 100 Broadway",robert.munley@schwab.com,,Salesforce
11050943,Inactive Investor,Stephen Sadler,Managing Director;Senior Wealth Advisor,"The Colony Group, LLC",ssadler@thecolonygroup.com,,Salesforce
235786,, -,,[[Unknown]],samsam002@gmail.com,,
11210368,Inactive Investor,Keith Dater,Financial Advisor,Edward Jones Wichita KS 716 N 119th St W,keith.dater@edwardjones.com,,Salesforce
11174879,Inactive Investor,Jordan Liebling,Financial Associate,Thrivent Investment Management Inc. Irvine CA 49 Discovery,jordan.liebling@thrivent.com,,Salesforce
9563999,,Thomas Snipes,,,snipesthomas@gmail.com,,List import
11172852,Inactive Investor,Christopher Brower,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",christopher.brower@ml.com,,Salesforce
215864,,Veronica Vincent,,[Unknown],veronica2v8@gmail.com,,source
10785603,Inactive Investor,Linda Graham,Investment Executive,"Fifth Third Securities, Inc. Solon OH 6445 Som Center Rd",linda.graham@53.com,,Salesforce
9580591,,Micaah Shellhorn,Vice President,Fisher Investments,m.shellhorn@fi.com,,List import
9595396,,Nicholas Doddo,,,ndoddo@lidoadvisors.com,,List import
204436,,cicada resonator,,[Unknown],cicadaresonator@gmail.com,,source
10646593,,Ian Cook,,,ian.cook@equitable.com,,List Import
10861542,Inactive Investor,Paulina McDonald,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,paulina.mcdonald.cyy2@statefarm.com,,Salesforce
11075029,Inactive Investor,John Markoff,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",john.markoff@ml.com,,Salesforce
88537,,Dan Attias,,Daniel Attias Productions Inc.,danattias@gmail.com,310-702-3551,Paid Search
10919017,Inactive Investor,Faith Anne Freel,,"Wells Fargo Clearing Services, LLC Panama City FL 2509 Thomas Dr",faith.freel@wellsfargo.com,,Salesforce
11110061,Inactive Investor,Lissette Strefner,,"World Equity Group, Inc. Villa Park IL 1801 S Meyers Rd",lstrefner@weg1.com,,Salesforce
9607903,,Mark Spitznagel,,,ms@universa.net,,List import
11173558,Inactive Investor,Scott Keith,,"OneAmerica Securities, Inc. Winter Garden FL 213 S Dillard St",,,Salesforce
10791918,Inactive Investor,Edward Langley,,NYLIFE Securities LLC Hammond LA 11133 Copper Hill Dr,elangley@ft.newyorklife.com,,Salesforce
10875644,Inactive Investor,Robert Franer,Financial Advisor;Wealth Advisor,LPL Financial LLC Cincinnati OH 8044 Montgomery Rd,,,Salesforce
10834019,Inactive Investor,Jennifer Delapaz,Member;Operations Manager;Partner,"Quad-Cities Investment Group, LLC",jdelapaz@goqcig.com,,Salesforce
11086289,Inactive Investor,Robert Gipson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,robert.gipson@jpmorgan.com,,Salesforce
10885257,Inactive Investor,Elliot Herman,"Director, Financial Planning",Edelman Financial Engines Quincy MA 1 Pine Hill Dr,elliot.herman@edelmanfinancialengines.com,,Salesforce
9560115,,Charles Cory,,,chuck.cory@voya.com,,List import
11025457,Inactive Investor,Loren Lamson,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",loren.lamson@firstcitizens.com,,Salesforce
11135835,Inactive Investor,Preston Rodriguez,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",preston.rodriguez@equitable.com,,Salesforce
10810044,Inactive Investor,Patrick Oleary,,"Ameriprise Financial Services, LLC",patrick.oleary@ampf.com,,Salesforce
162892,,Alex Kuznetsov,,[Unknown],kuznasson@gmail.com,,
10909353,Inactive Investor,John Holden,Director;Partner;Senior Portfolio Manager,Todd Asset Management LLC,jholden@toddasset.com,,Salesforce
10807909,Inactive Investor,Bradley Angeletti,Director;Managing Director;Senior Investments Consultant,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,bangeletti@rwbaird.com,,Salesforce
10791460,Inactive Investor,Eric Utesch,,J.P. Morgan Securities LLC Gilbert AZ 802 N Gilbert Rd,eric.utesch@jpmorgan.com,,Salesforce
11192421,Inactive Investor,Layla Adams,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,,,Salesforce
10656889,,Saysana Songvilay,,,saysana.songvilay@primerica.com,,List Import
10646498,,William Neuens,,,william.neuens@ubs.com,,List Import
10753350,Inactive Investor,Daniel Castaneda-Dulyx,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,daniel.dulyx@fidelity.com,,Salesforce
10821690,Inactive Investor,Brian Wruk,Chief Compliance Officer;President,"Transition Financial Advisors Group, Inc.",,,Salesforce
239248,,ashkan keyhanian,,[Unknown],ashkankeyhanian1995@gmail.com,,source
11120589,Inactive Investor,Brendan Minogue,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11196207,Inactive Investor,Todd Buonocore,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",todd.buonocore@wellsfargoadvisors.com,,Salesforce
11221099,,Brett Fingerhut,,,bfingerhut@wealthenhancement.com,,List Import
10455164,,Mehmet Aydın,,,maydin050@gmail.com,,Web Form Fillout
9571069,,Dominic Docherty,,,dominic@biosme.com,,List import
10494423,,Scott Scherer,"Branch Manager, Chief Compliance Officer, Managing Member","Scherer Financial Advisory Services, LLC",scott.scherer@sbcglobal.net,,List Import
10958616,Inactive Investor,Kenneth Sendlak,Financial Advisor,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",ksendlak@financialguide.com,,Salesforce
11090410,Inactive Investor,Richard Kolb,Managing Partner,"Inspirion Wealth Advisors, LLC",,,Salesforce
11196051,Inactive Investor,Robert Lee,,State Farm VP Management Corp. Amite LA Private Residence,,,Salesforce
11166007,Inactive Investor,Reed Monegan,,PFS Investments Inc. Charlotte NC 9700 Research Dr,rmonegan@primerica.com,,Salesforce
10894391,Inactive Investor,Colin Backert,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,cbackert@rwbaird.com,,Salesforce
11067106,Inactive Investor,Joni Anderson,,"Wells Fargo Advisors Financial Network, LLC Peoria IL 2426 W Cornerstone Ct",joni.anderson@wfafinet.com,,Salesforce
10917771,Inactive Investor,Alex Egstad,Financial Advisor,LPL Financial LLC Tomah WI 1017 Superior Ave,alex.egstad@lpl.com,,Salesforce
11003193,Inactive Investor,Ryan Heiligenthal,Financial Advisor,"Osaic Wealth, Inc. Torrance CA 21250 Hawthorne Blvd",,,Salesforce
11083938,Inactive Investor,David Willis,,Lazard Asset Management Securities LLC,david.willis@lazard.com,,Salesforce
10876967,Inactive Investor,Mohammed Khan,Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
213915,,Rick Kennedy,Senior Vice President,Fisher Investments,r.kennedy@fi.com,,
10766189,Inactive Investor,Derek Reinhold,Account Vice President;Financial Advisor,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,derek.j.reinhold@ubs.com,,Salesforce
10850597,Inactive Investor,Noelle Diak,Client Wealth Manager;Partner,"Oatley & Diak, LLC. Englewood CO 7887 E Belleview Ave",,,Salesforce
9633041,,Jonathan Hedden,,,jonathan.hedden@fmr.com,,List import
10985243,Inactive Investor,Jonhatan Velazquez,,J.P. Morgan Securities LLC Glendale AZ 5740 W Camelback Rd,jonhatan.velazquez@jpmorgan.com,,Salesforce
10916648,Inactive Investor,Jonathan Lewis,Managing Member;Member;Portfolio Manager,"Eldred Rock Partners, LLC",jonathan@eldredrock.com,,Salesforce
11221818,,Dale Woodring,,,dwoodring@commonwealth.com,,List import
10657056,,Daniel Duster,,,daniel.duster@huntington.com,,List Import
11202298,Inactive Investor,John Lawrence,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,john_lawrence@vanguard.com,,Salesforce
10845855,Inactive Investor,Jochen Diener,,J.P. Morgan Securities LLC San Rafael CA 300 Las Gallinas Ave,jochen.diener@jpmorgan.com,,Salesforce
146772,,Anneli Nowak,,[Unknown],annelinowak@gmail.com,,Event
9581813,,dave memes,,,pavul@royal-soft.net,,List import
11112941,Inactive Investor,Dana Horton,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",dana_horton@ml.com,,Salesforce
10833156,Inactive Investor,William Wade,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Brentwood TN 100 Winners Cir N",bill.wade@stifel.com,,Salesforce
11235858,Inactive Investor,Jeffrey King,,"Modern Wealth Management, LLC Knoxville TN 9717 Cogdill Rd",,,Salesforce
10902687,Inactive Investor,Richard Dawkins,,"Raymond James Financial Services, Inc. Watkinsville GA 3651 Mars Hill Rd",richard.dawkins@raymondjames.com,,Salesforce
10864893,Inactive Investor,Christopher Hopkins,Chief Compliance Officer;Co-Founder;Managing Member;Principal,"Apogee Wealth Partners, LLC Chattanooga TN 509 Sterling Ave",,,Salesforce
11029415,Inactive Investor,Nicholas Pucel,,"Raymond James Financial Services, Inc. Belchertown MA 3 Stadler St",nicholas.pucel@raymondjames.com,,Salesforce
10829350,Inactive Investor,Maria Chueh,Financial Professional,"Pruco Securities, LLC. Los Angeles CA 3530 Wilshire Blvd",maria.chueh@prudential.com,,Salesforce
10900256,Inactive Investor,Tyson Eckel,,J.P. Morgan Securities LLC Santee CA 10 Town Center Pkwy,tyson.c.eckel@chase.com,,Salesforce
11110850,Inactive Investor,Timothy Dolan,,Compass Securities Corporation Needham Heights MA 629 Highland Ave,,,Salesforce
10845453,Inactive Investor,Sonia Gross,Financial Advisor;Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Lebanon PA 600 Isabel Dr",grosss@stifel.com,,Salesforce
9595455,,Anita Humphrey,,,anita.humphrey@stewardpartners.com,,List import
10796130,Inactive Investor,Christi Carner,Client Service Associate,Morgan Stanley Wayzata MN 445 Lake St E,christi.carner@morganstanley.com,,Salesforce
11158472,Inactive Investor,Russell Herndon,Limited Partner;Partner,"Herndon Plant Oakley, Ltd.",bherndon@hpo.com,,Salesforce
9592959,,Brenton Kessel,,,bkessel@abacuswealth.com,,List import
10648403,,David Paulino,,,david.paulino@fidelity.com,,List Import
11131983,Inactive Investor,Chris Mettler,Member,Advisor.Com,chris@advisor.com,,Salesforce
9563523,,Marty Defoor,,,marty.defoor@gmail.com,,List import
10843866,Inactive Investor,Audrey Hong,Financial Advisor,LPL Financial LLC Fountain Valley CA 10540 Talbert Ave,audrey.hong@lpl.com,,Salesforce
11234283,Inactive Investor,Steven Cere,,Cary Street Partners Tampa FL 2502 N Rocky Point Dr,steven.cere@carystreetpartners.com,,Salesforce
11187237,Inactive Investor,Christian Etheridge,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9588150,,Sujeet Singh,,,sujeet.being.victorious@gmail.com,,List import
11037713,Inactive Investor,Timothy Breslin,Managing Partner;President,TJB Wealth Management LLC,,,Salesforce
9623065,,Erik Posthuma,,,erik@erikposthuma.com,,List import
11134749,Inactive Investor,Beverly Bailey,,"David Lerner Associates, Inc.",beverly.bailey@davidlerner.com,,Salesforce
10982525,Inactive Investor,Joseph Peterson,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,joseph.peterson2@fmr.com,,Salesforce
346519,,James White,"Managing Director, Portfolio Manager",Deltec Asset Management Llc,jwhite@deltec-ny.com,212-546-6200,Manual List Upload
11186574,Inactive Investor,Gregory Sperrazza,Managing Director,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,gregory.c.sperrazza@jpmorgan.com,,Salesforce
11106639,Inactive Investor,John Catalfio,Managing Director,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,jcatalfio@europac.net,,Salesforce
10816351,Inactive Investor,Thomas Rodman,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",thomas.rodman@ampf.com,,Salesforce
11025759,Inactive Investor,Paul McGovern,,"Osaic Wealth, Inc. Braintree MA 222 Forbes Rd",,,Salesforce
9587504,,Robert Fox,,,robert.fox@securitiesamerica.com,,List import
10871334,Inactive Investor,Jake Levy,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,jake.levy@leerink.com,,Salesforce
11234909,Inactive Investor,Kurt Obermiller,Wealth Advisor,"Nepsis, Inc.",,,Salesforce
11049983,Inactive Investor,Stacie Sanow,,State Farm VP Management Corp. Windom MN 1515 1st Ave N,stacie.sanow.ip1o@statefarm.com,,Salesforce
10789522,Inactive Investor,Dina Rizzo,,J.P. Morgan Securities LLC New York NY 277 Park Ave,dina.rizzo@jpmorgan.com,,Salesforce
336110,,Michael Chiodo,"Controller, Treasurer",Snowcap Capital Management,mchiodo@snowcm.com,214-739-2025,Manual List Upload
11168701,Inactive Investor,Jeffrey Callan,,"CUSO Financial Services, L.P. Fairfax VA 4097 Monument Corner Dr",,,Salesforce
11086663,Inactive Investor,Michael Hanzlik,Financial Advisor,Edward Jones Concord NC 325 McGill Ave NW,michael.hanzlik@edwardjones.com,,Salesforce
10752654,Inactive Investor,Michele Steinberg,Financial Consultant,LPL Financial LLC Studio City CA Private Residence,michele.steinberg@lpl.com,,Salesforce
11012062,Inactive Investor,Charles Principato,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",charles.principato@equitable.com,,Salesforce
6316524,,Fade Hikkie,,,9r3jlxjlu8q@temporary-mail.net,,Web Form Fillout
10761112,Inactive Investor,Douglas Carroll,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,douglas.carroll@ubs.com,,Salesforce
11115614,Inactive Investor,Kevin Hefner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10017429,,alan yeung,,,alglobal8trade@gmail.com,,Web Form Fillout
11130707,Inactive Investor,Kurt Macmillan,Financial Advisor,LPL Financial LLC Sherman Oaks CA 15060 Ventura Blvd,kurt.macmillan@lpl.com,,Salesforce
11134859,Inactive Investor,Ashley Gauvin,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",,,Salesforce
11005335,Inactive Investor,Donna Hines,,Edward Jones Coldwater MI 327 W Chicago St,donna.hines@edwardjones.com,,Salesforce
11157286,Inactive Investor,Ashley Watson,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,ashley.watson@fmr.com,,Salesforce
10992431,Inactive Investor,Brian Roberts,,"Osaic Wealth, Inc. Baton Rouge LA 115 E Greens Dr",,,Salesforce
10878227,Inactive Investor,James Meehan,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,james.j.meehan@jpmorgan.com,,Salesforce
9615619,,Serry Habash,,,serry.bizmail@gmail.com,,List import
9560466,,Robert Evans,,,hevans@levelfouradvisors.com,,List import
11101247,Inactive Investor,James Koehler,First Vice President;Senior Vice President;Wealth Advisor,Morgan Stanley Marlton NJ 303 Lippincott Dr,jim.koehler@morganstanley.com,,Salesforce
349327,,Glenn Frank,Senior Investment Consultant,Calibre Advisory Services Inc.,gfrank@calibre.com,781-392-2800,Manual List Upload
10986353,Inactive Investor,Christine Helms,Financial Advisor,PNC Investments Fleming Island FL 1500 County Road 220,christine.helms@pnc.com,,Salesforce
11054585,Inactive Investor,Jeffrey Rosen,,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,jeff.rosen1@morganstanley.com,,Salesforce
11107853,Inactive Investor,Julio Dagraca,,Citigroup Global Markets Inc.,,,Salesforce
11063029,Inactive Investor,Amol Desai,Chief Compliance Officer;Chief Investment Officer;Founder;Principal,Perceptive Wealth Advisors LLC,,,Salesforce
10858500,Inactive Investor,Sheila Menair,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Falmouth ME 56 Depot Rd,smenair@commonwealth.com,,Salesforce
9578024,,Charles Johnson,,,lee@southernadvisor.com,,List import
11102460,Inactive Investor,Leandro Martino,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,leandro.p.martino@jpmorgan.com,,Salesforce
10997504,Inactive Investor,Bailey Sheimo,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,bailey.sheimo@morganstanley.com,,Salesforce
10938987,Inactive Investor,Holden Kenedy,,Goldman Sachs & Co.,,,Salesforce
11114838,Inactive Investor,Duane Rollins,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",,,Salesforce
10833287,Inactive Investor,Tommy White,,PFS Investments Inc. Tacoma WA 7025 27th St W,tommy.white@primerica.com,,Salesforce
11267542,Inactive Investor,John Cina,"Co-Founder, Member","D'Arcangelo Financial Advisors, LLC",jcina@dfanys.com,845-473-8261,Salesforce
9545552,,Jake Rohrer,,,jrohrer@wipfli.com,,List import
10984744,Inactive Investor,Joshua Jones,,The Wealth Consulting Group Wichita KS 131 N Rock Island St,jjones@wealthcg.com,,Salesforce
10999006,Inactive Investor,Jeffrey Dennis,,"The Leaders Group, Inc.",,,Salesforce
11047901,Inactive Investor,Rudoffo Bruno,,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",,,Salesforce
11091427,Inactive Investor,Seth Taha,Private Client Financial Advisor,"Citizens Securities, Inc. Akron OH 2770 W Market St",seth.taha@citizenssecurities.com,,Salesforce
11209446,Inactive Investor,Neal Skiles,,"Portfolio Medics, LLC",nskiles@portfoliomedics.com,,Salesforce
9598083,,Alyssa Ferenz,,,aferenz@acginvestors.com,,List import
10789320,Inactive Investor,Brenton Helms,Financial Advisor,Edward Jones Lynchburg VA 101 Duncraig Dr,brent.helms@edwardjones.com,,Salesforce
10885196,Inactive Investor,Tara Pierre,Financial Advisor,Edward Jones Sturgeon Bay WI 1449 Green Bay Rd,tara.pierre@edwardjones.com,,Salesforce
11121346,Inactive Investor,Aaron Wyant,Financial Advisor,Edward Jones Gardner KS 950 E Lincoln Ln,aaron.wyant@edwardjones.com,,Salesforce
97526,,Wei Li,Executive Vice President,"Thomas White International, Ltd.",wei@thomaswhite.com,1-312-663-8352,Database Upload
11108993,Inactive Investor,Charles Buckland,Financial Advisor,"Old North State Wealth Management, LLC",cbuckland@oldnorthstatewealth.com,,Salesforce
11212954,Inactive Investor,Gerald Kehoe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 1775 Howell Mill Rd NW",,,Salesforce
10833370,Inactive Investor,Emily Malone,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",emily.malone@wellsfargo.com,,Salesforce
10810213,Inactive Investor,David Noble,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,david.noble@morganstanley.com,,Salesforce
10947475,Inactive Investor,Akemi Yokota,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",akemi.yokota@nm.com,,Salesforce
10880164,Inactive Investor,Robert Lindner,Financial Consultant,"Charles Schwab & Co., Inc. Mequon WI 11309 N Port Washington Rd",robert.lindner@schwab.com,,Salesforce
11158927,Inactive Investor,Lori Miller,Chief Compliance Officer;Vice President,"Financial Security Management, Inc",lmiller@fsm-inc.com,,Salesforce
10818952,Inactive Investor,Nicolas Trounce,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10968602,Inactive Investor,Jordan Palmer,Financial Advisor,"CUSO Financial Services, L.P. West Valley City UT 3999 W Pkwy Blvd",,,Salesforce
11109635,Inactive Investor,Chad Baldwin,,LPL Financial LLC Mooresville IN 492 N Town Center Rd,chad.baldwin@lpl.com,,Salesforce
10964244,Inactive Investor,Barry Morgan,Senior Wealth Advisor,"The Colony Group, LLC Needham MA 1253 Highland Ave",barry.morgan@thecolonygroup.com,,Salesforce
9599220,,Michael Bowers,,,mbowers@pnwam.com,,List import
352248,,Kevin Penn,Managing Director,Ascribe Management Llc,kpenn@american-securities.com,212-476-8000,Manual List Upload
11222027,,Ianthe Vipperman,,,nvipperman@tgmassociates.com,,List Import
11142870,Inactive Investor,Jennie Parisi,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",jennie.l.parisi@ampf.com,,Salesforce
10797430,Inactive Investor,Sean Hollitz,Founder;Managing Member;Managing Partner;Regulatory Contact,"BlackDiamond Wealth Management, LLC",shollitz@blackdiamondwealth.com,,Salesforce
11067270,Inactive Investor,Dekkers Davidson,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,kyle.davidson@fmr.com,,Salesforce
10494515,,Thomas Morgan,"Chief Compliance Officer, Founding Partner, Managing Member","Corps Capital Advisors, LLC",thomas.morgan@corpscapadvisors.com,,List Import
10846760,Inactive Investor,Michael Sondag,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10884410,Inactive Investor,Brady Fuhrman,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 5120 S Western Ave",brady.fuhrman@ampf.com,,Salesforce
11048918,Inactive Investor,Jordan Jones,Managing Partner,"Medora Value Equity, LLC",jjones@medorapartners.com,,Salesforce
11054208,Inactive Investor,Wendy Gorman,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 145 Pinelawn Rd",wendy.x.gorman@ampf.com,,Salesforce
11223134,,Rafael Arellano,,,rafael.arellano@merceradvisors.com,,List Import
10979427,Inactive Investor,Travis Henry,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",thenry@wisdirect.com,,Salesforce
10906189,Inactive Investor,Andrew Dejong,,"Investment Planners, Inc. Las Vegas NV 5450 W Sahara Ave",andrewd@investment-planners.com,,Salesforce
10837669,Inactive Investor,Bridget Turow,Senior Registered Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,bridget.turow@morganstanley.com,,Salesforce
219148,,Victoria Thomas,"Financial Services Representative, Special Care Planner","MML Investors Services, LLC",victoriathomas@financialguide.com,480-638-2183,
9550547,,Sherith Squires,,,sherith.squires@thrivent.com,,List import
11031407,Inactive Investor,Sreoshi Chowdhuri,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,sreoshi.chowdhuri@jpmorgan.com,,Salesforce
10850983,Inactive Investor,Michael Bruno,Financial Advisor,"Ameriprise Financial Services, LLC New Castle PA 212 Enclave Dr",michael.a.bruno@ampf.com,,Salesforce
10949900,Inactive Investor,Alice Jenkins,,"First Citizens Investor Services, Inc. Hendersonville NC 539 N Main St",alice.jenkins@firstcitizens.com,,Salesforce
10832782,Inactive Investor,Todd Panto,,LPL Financial LLC Pitman NJ 130 N Woodbury Rd,todd.panto@lpl.com,,Salesforce
10823373,Inactive Investor,Peter Allen,Financial Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",peter.allen@wellsfargoadvisors.com,,Salesforce
7013759,,Wanda Smith,,,vevali4402@wiroute.com,,Web Form Fillout
10982074,Inactive Investor,Barbara Sekely,Financial Advisor,LPL Financial LLC Odessa FL 3896 Night Star Trl,barbara.sekely@lpl.com,,Salesforce
11254035,Inactive Investor,Peter Mullen,Vice President - Investments,"Raymond James & Associates, Inc. Omaha NE 13120 Pierce St",pete.mullen@raymondjames.com,,Salesforce
9560109,,Miran Kocmur,,,kocmurmiran@gmail.com,,List import
9567994,,jose pardo,,,joselpardo2000@yahoo.com,,List import
45329,,Patricia Mack,,"SunTrust Advisory Services, Inc.",patricia.mack@suntrust.com,404-813-5913,
9563396,,Robert Maloney,,,rmaloney@e-winslow.com,,List import
10953041,Inactive Investor,Kevin Mcnamara,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11132199,Inactive Investor,Thomas Manor,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",thomas.manor@schwab.com,,Salesforce
11200372,Inactive Investor,Brian Manning,Financial Advisor;First Vice President,Morgan Stanley Sea Girt NJ 2150 Hwy 35,brian.manning@morganstanley.com,,Salesforce
10684455,,Min Wei Chew,,,mingwei_c@hotmail.com,,Web Form Fillout
10613226,,Sheena Marr,Senior Financial Advisor,,sheena.marr@ml.com,,List Import
10648256,,Roger Bowden,,,bowden@sumstrat.com,,List Import
10938756,Inactive Investor,Howard Wingfield,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennesaw GA 4400 Wade Green Rd NW",howard.wingfield@ml.com,,Salesforce
10617992,,James Wahout,,,james.wahout@wellsfargo.com,,List Import
9619632,,Matija Bartos,,,matija.bartos@piraex.hr,,List import
11163455,Inactive Investor,Lauren Housel,,LPL Financial LLC Tampa FL 3410 Henderson Blvd,brian.housel@lpl.com,,Salesforce
227476,, -,,[[Unknown]],dawgdaykr@hotmail.com,,Paid Search
10986379,Inactive Investor,Andrew Weissman,Senior Wealth Advisor;Vice President,Wealthspire Advisors,andy.weissman@wealthspire.com,,Salesforce
9587751,,George Luciani,,,gluciani@cbridgeadvisors.com,,List import
10876152,Inactive Investor,Jarris Davis,Executive Director,J.P. Morgan Securities LLC Oklahoma City OK 7400 S Pennsylvania Ave,jarris.s.davis@jpmorgan.com,,Salesforce
11162697,Inactive Investor,Joseph Rudnicki,Wealth Advisor,"Strategic Wealth Partners, Ltd.",,,Salesforce
9623724,,??? ?,,,hightop007@naver.com,,List import
10831491,Inactive Investor,Kirkland Johnson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 9921 Dupont Cir Dr W",kirkland_johnson@ml.com,,Salesforce
1001138,Inactive Investor,David Kochamba,,Homrich Berg,kochamba@homrichberg.com,,
11082752,Inactive Investor,Jack Ancevic,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10836012,Inactive Investor,Margaret Everly,Director;Director - Business Strategy;Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,margaret.b.everly@morganstanley.com,,Salesforce
10895511,Inactive Investor,John Spees,Founder;Managing Member;Managing Partner,Granite Capital,john@granitecapitalllc.com,,Salesforce
10644209,,Shireen Daniels,,,shireen.daniels@lpl.com,,List Import
10768632,Inactive Investor,Roderick Place,,Robert W. Baird & Co. Incorporated,rplace@rwbaird.com,,Salesforce
9554284,,Laura Cardinal,,,laura.cardinal@53.com,,List import
10866360,Inactive Investor,William Rye,,"Allstate Financial Services, LLC Ocala FL 2201 SE 30th Ave",williamrye@allstate.com,,Salesforce
1003161,Inactive Investor,Barry McCarthy,,Spotify,barry@spotify.com,,3rd Party Lead Gen
10844335,Inactive Investor,Daniel McCarty,,"Cadaret, Grant & Co., Inc. Albany NY 4 Pine West Plz",dmccarty@cadaretgrant.com,,Salesforce
10510585,,Megan Rust,ETFs Capital Markets Senior Analyst,Franklin Templeton,megan.rust@franklintempleton.com,,List Import
10802823,Inactive Investor,Steven Wotovich,Chief Compliance Officer;President,Lighthouse Financial,,,Salesforce
9605384,,Joseph Jordan,,,joseph.jordan@pnc.com,,List import
11053865,Inactive Investor,Lawrence Yingling,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Clarksville TN 130 Hillcrest Dr",,,Salesforce
9648198,,Gareth Jenkinson,,,gstjenks@gmail.com,,List import
10786756,Inactive Investor,Erica Gilbert,,Fidelity Brokerage Services LLC Bow NH Private Residence,erica.ouellet@fidelity.com,,Salesforce
11210930,Inactive Investor,Michael Glazer,,"Allstate Financial Services, LLC San Mateo CA 1200 Dore Ave",michaelglazer@allstate.com,,Salesforce
10656710,,William Ginsberg,,,william.ginsberg@wfadvisors.com,,List Import
9588216,,Taylor Dearden,,,taylor.dearden@fidelity.com,,List import
9638642,,Jay Senerchia,,,jay@islandcapitalfunds.com,,List import
9571772,,John Straub,,,jstraub@pfginc.com,,List import
11158466,Inactive Investor,Amanda Dyer,,"First Citizens Investor Services, Inc. Aiken SC 125 Park Ave SE",amanda.dyer@firstcitizens.com,,Salesforce
10985902,Inactive Investor,Amina Khan,,J.P. Morgan Securities LLC Bay Shore NY 840 Sunrise Hwy,,,Salesforce
10964977,Inactive Investor,Ian Lucas,,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",,,Salesforce
10985433,Inactive Investor,Justin Hager,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_hager@vanguard.com,,Salesforce
11010147,Inactive Investor,Kailee Hiss,Paraplanner,"Osaic Wealth, Inc. Dayton OH 2149 N Fairfield Rd",,,Salesforce
10934929,Inactive Investor,Laine Vongnangam,,PFS Investments Inc. Elk Grove CA 3125 Dwight Rd,laine.vongnangam@primerica.com,,Salesforce
9640318,,John Lefebvre,,,jlefebvre@co.weld.co.us,,List import
9543982,,Morten Mørch,,,morten3@gmail.com,,List import
11147303,Inactive Investor,Elijah Rothschild,Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,,,Salesforce
11001233,Inactive Investor,Austin Kyle,,State Farm VP Management Corp.,austin.kyle.vacmdi@statefarm.com,,Salesforce
11043929,Inactive Investor,Eric Bartel,,"Kestra Investment Services, LLC Arlington TX 2340 W Interstate 20",,,Salesforce
10911458,Inactive Investor,William Choat,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,william.choat@primerica.com,,Salesforce
10857395,Inactive Investor,Wesley Marshall,,"MML Investors Services, LLC",wmarshall@massmutual.com,,Salesforce
9634119,,Saras Ani,,,vanagz@yahoo.com,,List import
10988625,Inactive Investor,Elina Dmitriev,,J.P. Morgan Securities LLC Los Gatos CA 15698 Los Gatos Blvd,elina.dmitriev@jpmorgan.com,,Salesforce
10812500,Inactive Investor,Irene Rositas,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,irene.rositas@primerica.com,,Salesforce
11068249,Inactive Investor,Brian Marcukaitis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",brian_marcukaitis@ml.com,,Salesforce
9601367,,Ryan Belcher,,,belcher@tirllc.com,,List import
11116104,Inactive Investor,Galina Kolossovsky,,LPL Financial LLC Rochester NY 1688 Monroe Ave,galina.kolossovsky@lpl.com,,Salesforce
10939355,Inactive Investor,Steven Yadegari,Chief Compliance Officer,"Charles Pratt & Company, L.L.C.",yadegaris@charlespratt.com,,Salesforce
11229862,Inactive Investor,Thomas Palmer,,"Northwestern Mutual Investment Services, LLC Monterey CA 40 Ragsdale Dr",thomas.palmer@nm.com,,Salesforce
337021,,Scott Richman,Managing Partner & Chief Investment Officer,"Whitehaven Asset Management, Lp",srichman@whitehavenlp.com,212-257-4930,Manual List Upload
10953278,Inactive Investor,Carson Stephens,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,cwstephens@ft.newyorklife.com,,Salesforce
9631979,,Peter alley,,,palley4@comcast.net,,List import
9589647,,Florian Bartunek,,,florian@const.com.br,,List import
10468272,,Brett Junod,,,brettjunod@gmail.com,,Web Form Fillout
10876004,Inactive Investor,Matthew Cody,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11205382,Inactive Investor,Jack Putnam,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11183448,Inactive Investor,Jason Caples,,State Farm VP Management Corp. Cleveland OH 7378 Engle Rd,jason.caples.pfc2@statefarm.com,,Salesforce
10781988,Inactive Investor,David Walton,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",david.walton@tiaa.org,,Salesforce
10851645,Inactive Investor,Darren Bonson,,Sigma Financial Corporation Murrysville PA 4312 Old William Penn Hwy,db.bonson@sigmarep.com,,Salesforce
10934158,Inactive Investor,Lauren Etienne,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
245814,,Not Provided,Special Counsel,"U.S. Senate Committee on Agriculture, Nutrition, and Forestry",susan_keith@ag.senate.gov,,Manual List Upload
339454,,Emmanuel de La Vigne,,[Unknown],emmanuel@ama.finance,,
4936,,Michael Kratchman,,Kratchman Finaacial,mike.kratchman@gmail.com,,Advertising
11069546,Inactive Investor,Gregg Janke,Financial Advisor,Edward Jones Gilbert AZ 2487 S Gilbert Rd,gregg.janke@edwardjones.com,,Salesforce
11231170,Inactive Investor,Juliet Walker-Brown,,"W&S Brokerage Services, Inc. College Park MD 9658 Baltimore Ave",,,Salesforce
371006,,David TenEyck,,[Unknown],plantbased456@gmail.com,,Salesforce
11139336,Inactive Investor,Shane Bartholomew,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint George UT 720 S River Rd",shane.bartholomew@ml.com,,Salesforce
10940804,Inactive Investor,Debra Elgen,Financial Advisor,Edward Jones Searcy AR 1111 S Main St,debbie.elgen@edwardjones.com,,Salesforce
10785712,Inactive Investor,Kevin Donnelly,Vice President,J.P. Morgan Securities LLC San Diego CA 16861 Bernardo Center Dr,kevin.m.donnelly@jpmorgan.com,,Salesforce
10611515,,Michael Riley,Wealth Advisor,,mriley@nstarwp.com,,List Import
10986837,Inactive Investor,Mary Doyle,Division Leader,PFS Investments Inc. East Syracuse NY 6511 Basile Rowe,mdoyle@primerica.com,,Salesforce
803,,,,,ddd01vs@vadesecureseed.onmicrosoft.com,,
339513,,Kerri Ford,Member,Baker Capital Corp.,kerri.ford@nationalcity.com,212-848-2000,Manual List Upload
9542811,,Manish Patel,,,profmanish@gmail.com,,List import
11023764,Inactive Investor,Joseph Fierro,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",,,Salesforce
10805252,Inactive Investor,Jonathan Zumstein,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jonathan.zumstein@fidelity.com,,Salesforce
11089380,Inactive Investor,Joseph Stevens,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,joseph.stevens@jpmorgan.com,,Salesforce
10999098,Inactive Investor,Risha Serrano,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,risha.ittycheriah@primerica.com,,Salesforce
10763168,Inactive Investor,Kami McDonald,Client Service Associate,Morgan Stanley Fresno CA 5250 N Palm Ave,kami.mcdonald@morganstanley.com,,Salesforce
11115716,Inactive Investor,Daniel Hardt,,G. A. Repple & Company Louisville KY 4350 Brownsboro Rd,daniel.hardt@garepple.com,,Salesforce
10855545,Inactive Investor,Justin Neuberg,Owner;Partner;Portfolio Manager,"Convergence Investment Partners, LLC",justin.neuberg@investcip.com,,Salesforce
11001047,Inactive Investor,Katherine Donegan,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",katherine.donegan@equitable.com,,Salesforce
10764523,Inactive Investor,Alexander Bici,,Deutsche Bank Securities Inc.,,,Salesforce
11140277,Inactive Investor,Christopher Knowlton,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Port Huron MI 810 Michigan St,christopher.knowlton@opco.com,,Salesforce
11085078,Inactive Investor,Matthew Berhow,Member;Partner;Senior Wealth Advisor,All Star Financial,,,Salesforce
10756307,Inactive Investor,John Scally,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,john.scally@ubs.com,,Salesforce
10766941,Inactive Investor,William Cerone,Financial Advisor;Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,william.cerone@morganstanley.com,,Salesforce
11179561,Inactive Investor,Robert Wehman,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Baltimore MD 1201 Wills St,bobby.wehman@morganstanley.com,,Salesforce
10908513,Inactive Investor,Scott Fortney,Financial Advisor,LPL Financial LLC Colorado Springs CO 5390 N Academy Blvd,scott.fortney@lpl.com,,Salesforce
11254330,Inactive Investor,Noah Terrill,Client Service Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11183914,Inactive Investor,Spencer Halliday,,"Osaic Wealth, Inc. Grand Rapids MI 975 3 Mile Rd NW",,,Salesforce
9607111,,Chris Patterson,,,chrisjaypat@yahoo.com,,List import
11053792,Inactive Investor,Philip Gibbs,Chief Compliance Officer;Founder;Owner,Trella Wealth,pj@trellawealth.com,,Salesforce
11100564,Inactive Investor,Curt Green,Financial Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,curt.green@morganstanley.com,,Salesforce
10845708,Inactive Investor,Mary Wynne Estes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",marywynne.estes@ml.com,,Salesforce
9633758,,Juan nunez quezada,,,jpproyec@gmail.com,,List import
9605432,,Andrew Goins,,,agoins@brinkercapital.com,,List import
10917469,Inactive Investor,Nicholas James,Chief Compliance Officer;President,James Family Capital,,,Salesforce
11129554,Inactive Investor,Joseph Estrella,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10780761,Inactive Investor,Jaylynn Jury,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jaylynn.jury@schwab.com,,Salesforce
9602281,,Jonathan Glaser,,,jon@iowawealth.com,,List import
10934607,Inactive Investor,Roger Linn,,"Osaic Wealth, Inc. Okemos MI 4121 Okemos Rd",,,Salesforce
11232145,Inactive Investor,Andrew Ingwersen,,Thurston Springer Financial,aingwersen@thurstonspringer.com,,Salesforce
11113917,Inactive Investor,Jaylene Escalante,,PFS Investments Inc. Burbank CA 533 N Victory Blvd,escalante.jayleneivana@primerica.com,,Salesforce
9616746,,Piero Siveroni,,,psiveroni@acpsecurities.com,,List import
1003090,Inactive Investor,Adrien Treccani,,Metaco,treccani@metaco.com,,3rd Party Lead Gen
10932695,Inactive Investor,Bilal Afolabi,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",bilal.afolabi@nm.com,,Salesforce
10943169,Inactive Investor,Karen Hayn,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10992968,Inactive Investor,Jason Robinson,Relationship Manager,Key Investment Services LLC,jason.robinson@key.com,,Salesforce
10795507,Inactive Investor,Jarred Collins,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jarred_collins@ml.com,,Salesforce
10952073,Inactive Investor,Jayme Casanova,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",jayme.casanova@ml.com,,Salesforce
11164039,Inactive Investor,Matthew Lindley,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10924178,Inactive Investor,Shannon Day,Financial Advisor,Edward Jones Bellingham WA 1140 10th St,shannon.day@edwardjones.com,,Salesforce
10999669,Inactive Investor,Sebastian Merida,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10487496,,James Harvey,,Morgan Stanley,james.harvey@morganstanley.com,,List Import
229010,, -,,[[Unknown]],twocountriestrust@yahoo.com,,
11191938,Inactive Investor,Elliot Bloch,,"Raymond James & Associates, Inc. Las Vegas NV 410 S Rampart Blvd",,,Salesforce
10867174,Inactive Investor,Carolina Yoshimoto,,Goldman Sachs & Co.,carolina.yoshimoto@gs.com,,Salesforce
11049083,Inactive Investor,Alan Tellkamp,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",atellkamp@phoenixinc.com,,Salesforce
10795622,Inactive Investor,Kim Qvistorff,,"American Portfolios Financial Services, Inc. White Plains NY 202 Mamaroneck Ave",kqvistorff@americanportfolios.com,,Salesforce
11116230,Inactive Investor,Christopher Menzel,,Fidelity Brokerage Services LLC,,,Salesforce
10900616,Inactive Investor,Patrick Lodewick,Financial Advisor,LPL Financial LLC Dallas TX 8100 Lomo Alto Dr,patrick.lodewick@lpl.com,,Salesforce
10906043,Inactive Investor,Erika Constantine,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,erika.constantine@jpmorgan.com,,Salesforce
10945168,Inactive Investor,Alexandre Venot,Financial Advisor,Edward Jones Miami FL 150 Alhambra Cir,alex.venot@edwardjones.com,,Salesforce
11147078,Inactive Investor,Dana Wilkinson,,LPL Financial LLC Virginia Beach VA 2309 Mariners Mark Way,dana.wilkinson@lpl.com,,Salesforce
9563647,,Jeffrey Bernadt,,,jeff.bernadt@edwardjones.com,,List import
11033904,Inactive Investor,Tiffany Irving,,"Mesirow Financial, Inc.",tirving@mesirowfinancial.com,,Salesforce
351687,,Chris Dechant,Financial Advisor,Galloway Asset Management,chris.dechant@galloway911.com,480-325-8668,Manual List Upload
11139860,Inactive Investor,John Montgomery,Managing Director;Senior Portfolio Manager,Rockefeller Financial LLC Nashville TN Private Residence,,,Salesforce
11018338,Inactive Investor,Thomas Brandt,,"N.I.S. Financial Services, Inc.",,,Salesforce
10928163,Inactive Investor,Melissa Vander Voord,Chief Compliance Officer;Director - Operations;President,"Allegiant Financial Advisors, LLC",,,Salesforce
11064591,Inactive Investor,Madison Robidart,,NYLIFE Securities LLC Gillette WY 413 S Douglas Hwy,mrobidart@ft.newyorklife.com,,Salesforce
10937644,Inactive Investor,Josh Botana,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
11182541,Inactive Investor,Jason Kleis,Branch Director;Senior Vice President,"RBC Capital Markets, LLC North Sioux City SD 200 Gold Cir",jason.kleis@rbc.com,,Salesforce
9616851,,jeremy vaughn,,,jvaughn.ins@gmail.com,,List import
370293,,Scott Ciullo,Advisor,Kerberose,scott.ciullo@kerberrose.com,906-315-0991,
11206583,Inactive Investor,Thomas Agostinelli,,LPL Financial LLC Venice FL 10706 Ironbridge Dr,thomas.agostinelli@lpl.com,,Salesforce
11101790,Inactive Investor,Patrice Richmon,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,patrice.richmon@primerica.com,,Salesforce
11238988,Inactive Investor,Tom Grande,,Glick Foundation,tom.grande@glickco.com,,Salesforce
11029073,Inactive Investor,Jeremy Henley,,"Allstate Financial Services, LLC Fort Myers FL 9371 Cypress Lake Dr",jeremyhenley@allstate.com,,Salesforce
11080802,Inactive Investor,Jessica Fritcher,Financial Advisor,Edward Jones Pana IL 110 E 3rd St,jessica.fritcher@edwardjones.com,,Salesforce
10753845,Inactive Investor,Ted Boutis,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 445 Broadhollow Rd",ted.a.boutis@ampf.com,,Salesforce
10955266,Inactive Investor,Darren Lai,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11058172,Inactive Investor,Dale Futch,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,dale.futch@primerica.com,,Salesforce
9619749,,Kim Montgomery,,,kmontgom2400@gmail.com,,List import
11192698,Inactive Investor,Michael Zenowitz,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",michael.zenowitz@bofa.com,,Salesforce
10851863,Inactive Investor,Robert Kochakian,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Andover MA 27 Main St",robert.kochakian@ml.com,,Salesforce
11012322,Inactive Investor,Ricki Proctor,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Middleburgh NY Private Residence",rickilyn.proctor@tiaa.org,,Salesforce
10820830,Inactive Investor,Luke Nowakowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",luke.nowakowski@ml.com,,Salesforce
11099960,Inactive Investor,Chelsey Johnson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
230427,, -,,[[Unknown]],csframe@comcast.net,,
9553185,,Jason Hagen,,,jason.hagen@transamerica.com,,List import
10991671,Inactive Investor,Andrew Ryan,Financial Advisor,"Ryan Financial Solutions, LLC",andrew@ryanfinancialsolutions.com,,Salesforce
10891856,Inactive Investor,Jesse Cortez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jesse.cortez@ml.com,,Salesforce
332701,,Charles M MacInnis,,TBD,mattmacinnis@gmail.com,4155399111,
11001300,Inactive Investor,Maureen Umana Boatman,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",maureen.boatman@prudential.com,,Salesforce
11184415,Inactive Investor,David Durbin,Regional Vice President,PFS Investments Inc. Newtown PA 842 Durham Rd,david.durbin@primerica.com,,Salesforce
224321,,Jed Jenkins,,[Unknown],jreesjenkins@gmail.com,,Direct
2306836,,Gama Singh,,,gamaaingh3122@gmail.com,,
11144745,Inactive Investor,Kevin Leach,Managing Director,"Benjamin F. Edwards & Company, Inc. Conway AR 2802 College Ave",kevin.leach@benjaminfedwards.com,,Salesforce
10844141,Inactive Investor,Patrick Foy,Financial Advisor,LPL Financial LLC Winnie TX 304 E 5th St,patrick.foy@lpl.com,,Salesforce
11059717,Inactive Investor,James Alban,,NYLIFE Securities LLC Edison NJ 379 Thornall St,,,Salesforce
10776772,Inactive Investor,Larry Borlaug,Associate,Thrivent Investment Management Inc. Plymouth MN Private Residence,larry.borlaug@thrivent.com,,Salesforce
10982040,Inactive Investor,Victor Russell,,Acribus Capital LLC,,,Salesforce
11033728,Inactive Investor,Faith Holcombe,,"Raymond James Financial Services, Inc. Leesburg GA 192 Oakland Pkwy",faith.holcombe@raymondjames.com,,Salesforce
10952170,Inactive Investor,Joshua Desimone,,J.P. Morgan Securities LLC Carefree AZ 7206 E Wampum Way,joshua.desimone@jpmorgan.com,,Salesforce
11139321,Inactive Investor,Jillian Neutzler,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10768131,Inactive Investor,Cordell Blair,Financial Representative,PFS Investments Inc. Louisville KY 4229 Bardstown Rd,cordell.blair@primerica.com,,Salesforce
9551213,,Tobiasz Zarzycki,,,kryptolikeyoudo@gmail.com,,List import
10890262,Inactive Investor,Angelina Ramsey,,"Raymond James Financial Services, Inc. Gainesville FL 2550 SW 76th St",angel.hyde@raymondjames.com,,Salesforce
11104445,Inactive Investor,Frank Devito,Branch Manager;Vice President,"Charles Schwab & Co., Inc. New York NY 915 Broadway",,,Salesforce
11118700,Inactive Investor,Christy Gleason,Client Associate,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,christy.gleason@ubs.com,,Salesforce
11004164,Inactive Investor,Rekha Trivedi,Financial Advisor;Financial Planner,"MML Investors Services, LLC Warren NJ 184 Liberty Corner Rd",rtrivedi@financialguide.com,,Salesforce
10802916,Inactive Investor,James Shaw,,LPL Financial LLC Visalia CA 317 W Oak Ave,james.shaw@lpl.com,,Salesforce
10956650,Inactive Investor,Jillinn Wilson,Financial Advisor,Edward Jones Knoxville TN 11002 Kingston Pike,jillinn.wilson@edwardjones.com,,Salesforce
10976351,Inactive Investor,Bobby Meza,,State Farm VP Management Corp. Brownsville TX 3554 Boca Chica Blvd,,,Salesforce
11192675,Inactive Investor,Chase Topol,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",chase.topol@ml.com,,Salesforce
11104524,Inactive Investor,Barrett Wells,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9607725,,Sean Broadhurst,,,broadhus@gmail.com,,List import
10793583,Inactive Investor,Christopher Caputo,,"Cambridge Investment Research, Inc. Bellevue OH 301 W Main St",,,Salesforce
9555535,,Stephen Gaffey,,,stephengaffey@gmail.com,,List import
10935691,Inactive Investor,Tanner Greer,Chief Compliance Officer;Managing Member,"Hickory Wealth Management, LLC",,,Salesforce
224973,,Fatih Ozluturk,,[Unknown],fozluturk@gmail.com,,source
11105236,Inactive Investor,Katharine Desoto,Associate Vice President;Financial Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,kate.desoto@morganstanley.com,,Salesforce
1001953,Inactive Investor,John Ernst,Chairman & President,Bloomingdale Properties,jernst@bloomprop.com, +1 212 838 0211,Database Upload
11128589,Inactive Investor,Nancy Potter,Assistant Vice President;Senior Wealth Management Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",,,Salesforce
10982534,Inactive Investor,Tierra Hulsey,,Arvest Wealth Management Tulsa OK 525 S Main St,thulsey@arvest.com,,Salesforce
10885747,Inactive Investor,Andi Kang,,"Cambridge Investment Research, Inc. Costa Mesa CA 2900 Bristol St",,,Salesforce
10832136,Inactive Investor,Michael Bonnett,Financial Advisor,LPL Financial LLC Shippenville PA 21119 Paint Blvd,michael.bonnett@lpl.com,,Salesforce
11220195,,Kayla Fisher,,,kayla.fisher@claconnect.com,,Other
10999430,Inactive Investor,Tyler Powell-Kelly,,J.P. Morgan Securities LLC Buffalo NY 8160 Transit Rd,tyler.powell-kelly@jpmorgan.com,,Salesforce
11123387,Inactive Investor,Philippe Bastide,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",philippe.bastide@equitable.com,,Salesforce
10401068,,Rohit Ravariya,,,rohitravariya4@gmail.com,,Web Form Fillout
10880603,Inactive Investor,Chet Buchman,Managing Member;Managing Partner,SJHL Financial Group,chet@sjhl.com,,Salesforce
9585242,,Timothy Triolo,,,ttriolo@sagepointadvisor.com,,List import
211832,,Carol Not Provided,"Chair, Blockchain and Digital Assets Practice",Bradley,cvancleef@bradley.com,,Manual List Upload
11060402,Inactive Investor,Cara Storm,,"FBL Marketing Services, LLC Sidney MT 302 W Main St",cara.nelson@fbfs.com,,Salesforce
9585599,,Nancy Gallagher,,,ngallagher@massmutual.com,,List import
10764865,Inactive Investor,Thomas McGimpsey,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Middletown NY 90 Crystal Run Rd",thomas.j.mcgimpsey_jr@ml.com,,Salesforce
9567368,,Peirce Ward,,,pward@massmutual.com,,List import
9570540,,Christian Rolvung,,,christian.rolvung@tudor.com,,List import
11196597,Inactive Investor,Samuel Katz,Financial Representative,Park Avenue Securities LLC Scarsdale NY 111 Brook St,samuel_katz@glic.com,,Salesforce
9563176,,Charles Klimas,,,cklimas@gwnsecurities.com,,List import
9644791,,Mckenna Bires-fuday,,,kyree912@gmail.com,,List import
347134,,Patricia Rugari,"COO, CFO & CCO",Adirondack Financial Services Corp,prugari@adkfs.com,315-724-4186,Manual List Upload
11127863,Inactive Investor,Ryan Caufield,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,ryan.caufield@fidelity.com,,Salesforce
11003205,Inactive Investor,Weimin Duan,,"Transamerica Financial Advisors, Inc Saint Louis MO 12977 N 40 Dr",weimin.duan@tfaconnect.com,,Salesforce
10768584,Inactive Investor,Alejandro Plevak,Resident Branch Manager,UBS Financial Services Inc. Miami FL 100 SE 2nd St,,,Salesforce
11014686,Inactive Investor,Justin Navarro,,J.P. Morgan Securities LLC Seattle WA 4501 University Way NE,,,Salesforce
10870182,Inactive Investor,Nicholas Goode,Financial Advisor,Edward Jones Tempe AZ 605 W Knox Rd,nicholas.goode@edwardjones.com,,Salesforce
10858509,Inactive Investor,Randy Cloud,Chief Compliance Officer;Founder;Principal;Senior Advisor,R.J. Cloud Advisors & Company,randy@rjcloudadvisorsandcompany.com,,Salesforce
11155539,Inactive Investor,Trevor Mcbride,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,trevor.mcbride.dkd9@statefarm.com,,Salesforce
9597116,,Gilbert Latorre,,,glatorre24@gmail.com,,List import
9590379,,James Outland,,,joutland@newcapitalpartners.com,,List import
9588091,,Louise Reed,,,louise@louisereedcpa.com,,List import
10850304,Inactive Investor,Bruce Willard,Financial Advisor,Edward Jones Richmond VA 9533 Amberdale Dr,bruce.willard@edwardjones.com,,Salesforce
341247,,Adam Cranford,Managing Director,New Capital Partners,acranford@newcapitalpartners.com,205-939-8400,Manual List Upload
9574713,,Patrick Farren,,,patrick.farren@fidelity.com,,List import
10778960,Inactive Investor,Ronald Mercado,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",ronald.mercado@wellsfargoadvisors.com,,Salesforce
11135149,Inactive Investor,Alyssum Keefer,Financial Advisor,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,akeefer@janney.com,,Salesforce
10932413,Inactive Investor,Carl Fellhauer,,The AmeriFlex Group Colorado Springs CO 1525 N Newport Rd,,,Salesforce
9601150,,Junaid Qureshi,,,jiqureshi@hotmail.com,,List import
10856011,Inactive Investor,Giuseppe Camaioni,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
11017096,Inactive Investor,Ayushi Patel,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",ayushi.patel@tfaconnect.com,,Salesforce
9634562,,Radford Aldridge,,,radford@chirhollc.com,,List import
11129572,Inactive Investor,Daniel Herman,Financial Advisor,Janney Montgomery Scott LLC,dherman@janney.com,,Salesforce
9646365,,Yuri Samsonov,,,yuri.samsonov@bluecrestcapital.com,,List import
11222421,,Heather Hackett,,,hhackett@commonwealth.com,,List Import
9580602,,Mathew White,"Account Executive, Assistant Vice President, Sales Manager",Fisher Investments,m.white@fi.com,,List import
9579231,,Andrew Miran,,,amiran@novemgroup.com,,List import
10923141,Inactive Investor,Cameron Eades,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11197368,Inactive Investor,Sigrid Goltz,Financial Professional,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",sgoltz@financialguide.com,,Salesforce
9599922,,Christine Condeni,,,christine.condeni@thinkingbeyond.com,,List import
10838152,Inactive Investor,Ashley Moore,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,nmoore@rockco.com,,Salesforce
9622967,,Maple Universal,,,clearing@himension-invest.com,,List import
9555070,,David Huston,,,dhuston@enhancedcapital.com,,List import
10889185,Inactive Investor,Ben E Nelson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ben.nelson@fidelity.com,,Salesforce
5869870,,Dashnor Dashnor,,,daki_36@hotmail.com,,Web Form Fillout
11121206,Inactive Investor,Olivia Koenen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10831379,Inactive Investor,Mark Adler,,GMS Group Boca Raton FL 2600 N Military Trl,madler@gmsgroup.com,,Salesforce
11073480,Inactive Investor,David Kimura,,Cetera Investment Services LLC Honolulu HI 333 Queen St,,,Salesforce
10913988,Inactive Investor,Jennifer Wildman,,"Avantax Investment Services, Inc. Mount Pleasant TX 915 N Jefferson Ave",,,Salesforce
9550517,,Igor Maryasis,,,igor.maryasis@catapult-llc.com,,List import
11102235,Inactive Investor,Jonathan Fiorelli,,Cetera Advisor Networks LLC West Chester PA 3 N 5 Points Rd,,,Salesforce
10890078,Inactive Investor,Jordan Kerner,Financial Advisor,LPL Financial LLC Westport CT 495 Post Rd E,jordan.kerner@lpl.com,,Salesforce
11254923,Inactive Investor,Emily Youngblood,Family Wealth Strategist,TFO Family Office Partners,,,Salesforce
9543440,,Ralph Budd,,,Ralph@budd-e.net,,List import
10881683,Inactive Investor,William Harris,Analyst,J.P. Morgan Securities LLC Sugar Land TX 2430 Hwy 6,,,Salesforce
335650,,Gregory Bylinsky,"Managing Partner, Owner, Portfolio Manager",Bandera Partners,greg@banderapartners.com,212-232-4582,Manual List Upload
11015224,Inactive Investor,Robert Barnett,,NYLIFE Securities LLC Baton Rouge LA 2431 S Acadian Trwy,rbarnett02@ft.newyorklife.com,,Salesforce
11168440,Inactive Investor,Stewart Sanders,Premier Banker,"Wells Fargo Clearing Services, LLC Bothell WA 22707 Bothell Everett Hwy",stewart.sanders@wellsfargoadvisors.com,,Salesforce
11005059,Inactive Investor,Thomas Legel,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10813133,Inactive Investor,Stewart Roddey,Senior Vice President - Investments,Davenport & Company LLC,sroddey@investdavenport.com,,Salesforce
10999920,Inactive Investor,Travis Hartman,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
11152765,Inactive Investor,Charles Burns,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,cburns@jmsonline.com,,Salesforce
11088673,Inactive Investor,Stacey Dimond,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
9634428,,Dylan Page,,,dpage@centrepartners.com,,List import
9570057,,Avani Patel,,,avani.patel@fmr.com,,List import
10907591,Inactive Investor,Shaun Murphy,Administrative Manager;Operations Manager,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",shaun.murphy@wfafinet.com,,Salesforce
10854719,Inactive Investor,Scott Shoup,,"Vicus Capital, Inc. Sewickley PA 2591 Wexford Bayne Rd",sshoup@pfginc.com,,Salesforce
10892859,Inactive Investor,Matthew Hardy,,LPL Financial LLC Napoleon OH 1036 Chelsea Ave,matt.f.hardy@lpl.com,,Salesforce
11033398,Inactive Investor,Paul Shoquist,Financial Advisor,Prime Capital Financial Winter Park FL 444 W New England Ave,pshoquist@pciawealth.com,,Salesforce
10847252,Inactive Investor,Martin Gremm,Chief Compliance Officer;Managing Member;Managing Partner;Owner,"Pivot Point Advisors, LLC",gremm@pivotpointadvisors.com,,Salesforce
10823738,Inactive Investor,Jason Kaplan,Chief Compliance Officer;Director;Executive Vice President;Managing Partner,"Howard Capital Management Group, LLC",jkaplan@howardcapital.com,,Salesforce
10944540,Inactive Investor,Neil Kriegstein,,"Osaic Wealth, Inc. Brielle NJ 1027 Hwy 70",,,Salesforce
11032652,Inactive Investor,Charles Kimble,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,charles.kimblejr@primerica.com,,Salesforce
10873849,Inactive Investor,Rodney Jean-Baptiste,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,rodney.jeanbaptiste@primerica.com,,Salesforce
348385,,Thomas Melly,Senior Associate,Kline Hill Partners Lp,tom.melly@klinehill.com,203-987-6120,Manual List Upload
248891,,Stefan Rittmann,Portfolio Optimization Department,Armco,srittmann364@gmail.com,,Manual List Upload
11238030,Inactive Investor,K Love,,Performance Trust,klove@performancetrust.com,,Salesforce
10813609,Inactive Investor,Marty Baron,Financial Professional,"Voya Financial Advisors, Inc.",marty.baron@voyafa.com,,Salesforce
11152961,Inactive Investor,Paul Romano,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",paul.romano@ml.com,,Salesforce
11195515,Inactive Investor,Rhonda McRae,,PFS Investments Inc. Rock Hill SC 208 W Black St,rmcrae@primerica.com,,Salesforce
9610690,,Chris Watson,,,christian2037@gmail.com,,List import
10844946,Inactive Investor,Joseph Piangozza,Head - Office,United Capital Financial Advisors Bethpage NY 24 Union Ave,joe.piangozza@gs.com,,Salesforce
11158275,Inactive Investor,Mark Sherwood,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,mark.sherwood@morganstanley.com,,Salesforce
11085741,Inactive Investor,Matthew Vanek,,LPL Financial LLC Carnegie PA 137 E Main St,matthew.vanek@lpl.com,,Salesforce
9548982,,Kirstie Ward,,,kirstie@palisadeshudson.com,,List import
10657771,,Jennifer McHale,,,jmchale@williamblair.com,,List Import
9632533,,Tony Tangarone,,,ttangarone@gmail.com,,List import
9552527,,Lewis Blalock,,,wade.blalock@suntrust.com,,List import
9577039,,Dennis Sheflyand,,,dennis.sheflyand@pnc.com,,List import
10843702,Inactive Investor,Brian Marvin,Owner,Marvin & Palmer Associates,,,Salesforce
10772157,Inactive Investor,David Kenney,Financial Advisor;International Client Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Incline Village NV 917 Tahoe Blvd,david.kenney@morganstanley.com,,Salesforce
10947474,Inactive Investor,Eric Franek,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",eric.franek@nm.com,,Salesforce
11220930,,Scott Schroeder,,,scott.schroeder@empower.com,,List Import
207234,,Richard Franchella,National Sales Manager,Wedbush,richard.franchella@wedbush.com,646 468 4290,
10933408,Inactive Investor,Maelinda Sorel,,Fidelity Brokerage Services LLC,,,Salesforce
11200762,Inactive Investor,Mitchell Nonn,Regional Vice President,PFS Investments Inc. Appleton WI 2631 N Meade St,mitchell.nonn@primerica.com,,Salesforce
9548408,,Leonardo Ruiz,,,ruizleo@ymail.com,,List import
10885880,Inactive Investor,Jonathan Forbes,Financial Planner;President,Petra Financial Advisors Inc,jonathan@petrafinancial.com,,Salesforce
11100890,Inactive Investor,Donna Barba,Senior Client Service Associate,Morgan Stanley Houston TX 717 Texas St,donna.barba@morganstanley.com,,Salesforce
10806044,Inactive Investor,James Carlisle,Complex Assistant Manager;Vice President,"RBC Capital Markets, LLC Providence RI 500 Exchange St",,,Salesforce
10613212,,Brian Croutier,"Assistant Vice President, Senior Financial Advisor",,brian.j.croutier@ml.com,,List Import
10833679,Inactive Investor,Wayne Williams,Financial Advisor,LPL Financial LLC Fort Worth TX 1300 Summit Ave,wayne.williams@lpl.com,,Salesforce
11080709,Inactive Investor,Stephen Farris,,"Avantax Investment Services, Inc. Douglasville GA 8510 Hospital Dr",,,Salesforce
7402360,,LaRhonda Robinson,,,larhonda.robinson3@yahoo.com,,Web form fillout
10506004,,Drew Davis,PM,Regions,drew.davis@regions.com,318-429-1922,List import
211275,,Alison Kutler,Head of Government Affairs,Dapper Labs,alisonkutler@me.com,,Content
11099616,Inactive Investor,Jana Plaisier,Managing Member,Plaisier Financial Group LLC,,,Salesforce
10486837,,John Muschalek,"Board Director, Executive Managing Director, Senior Managing Director",Hilltop Securities Inc.,john.muschalek@hilltopsecurities.com,,List import
11134325,Inactive Investor,Jessica Poehler,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Portland OR 111 SW 5th Ave",jessica.poehler@usbank.com,,Salesforce
11070168,Inactive Investor,Nathan Lindemeyer,,"Cambridge Investment Research, Inc. Pewee Valley KY 7600 W. Hwy 146",,,Salesforce
10903373,Inactive Investor,Isaac Valles,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",isaac.valles@ml.com,,Salesforce
9621504,,Gianluca Falco,,,gfalco1@gmail.com,,List import
10943561,Inactive Investor,Malachi Bontrager,Financial Advisor,"Concourse Financial Group Securities, Inc. Harrisonburg VA 205A S Liberty St",malachi.bontrager@concoursefinancial.com,,Salesforce
9572075,,David Jeuda,,,djeuda@knottpartners.com,,List import
9589164,,A B,,,abuny_99@yahoo.com,,List import
11008563,Inactive Investor,Billie Logan,,LPL Financial LLC Muncie IN 2910 W Jackson St,billie.logan@lpl.com,,Salesforce
11006700,Inactive Investor,Justin Foster,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,jfoster@primerica.com,,Salesforce
10832067,Inactive Investor,Raymond Albano,Financial Advisor,LPL Financial LLC Eugene OR 199 E 5th Ave,raymond.albano@lpl.com,,Salesforce
11116511,Inactive Investor,Christian Sanchez Berg,,"Wells Fargo Clearing Services, LLC Henderson NV 2196 Olympic Ave",christian.sanchez-berg@wellsfargo.com,,Salesforce
10952107,Inactive Investor,Priscilla Vasquez-Groh,,LPL Financial LLC Westminster CA 13950 Milton Ave,priscilla.vasquez-groh@lpl.com,,Salesforce
10857241,Inactive Investor,Kimberly Beatty,Financial Advisor;Vice President,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",kimberly.beatty@rbc.com,,Salesforce
10766296,Inactive Investor,Terry Jackson,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,terry.jackson@morganstanley.com,,Salesforce
11160434,Inactive Investor,Mary Tanner,Private Wealth Advisor,"Synovus Securities, Inc. Chattanooga TN 800 Market St",maggietanner@synovus.com,,Salesforce
10756226,Inactive Investor,Matthew Johnson,Financial Advisor;Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",,,Salesforce
10867583,Inactive Investor,Kathleen Whitmore,,"CapFinancial Securities, LLC.",kathleen.whitmore@captrustadvisors.com,,Salesforce
10805757,Inactive Investor,Jacob Suberman,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",jacob.suberman@wellsfargoadvisors.com,,Salesforce
10887758,Inactive Investor,John Douglas,,GWN Securities Inc. Flossmoor IL 2630 Flossmoor Rd,,,Salesforce
9548584,,Eileen Carraher,,,ecarraher@williamblair.com,,List import
10759106,Inactive Investor,Ali Panahpour,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,ali.panahpour@ubs.com,,Salesforce
213792,,Mark Holder,,[Unknown],markrholder@msn.com,,
10826845,Inactive Investor,John Linsly,,"Independent Financial Group, LLC Virginia Beach VA 1605 Wright Ln",jlinsly@ifgrr.com,,Salesforce
9544320,,Todd Bertsch,,,todd@ventureconjecture.com,,List import
10899939,Inactive Investor,Catherine Allen,Financial Advisor,"HFM Investment Advisors, LLC",callencarlozo@hfmadvisors.com,,Salesforce
9551291,,Nicholas Adendorff,,,nick2812@gmail.com,,List import
238952,,William Haas,,United States,williamehaas02@gmail.com,,
11182411,Inactive Investor,James Moltz,Chairman,C.J. Lawrence,,,Salesforce
10873933,Inactive Investor,Margaret Toron,,LPL Financial LLC Fairfield NJ 100 Passaic Ave,margaret.toron@lpl.com,,Salesforce
11137798,Inactive Investor,Nicole Matsanov,,J.P. Morgan Securities LLC Summit NJ 25 Deforest Ave,nicole.matsanov@jpmorgan.com,,Salesforce
9605179,,Adam Brown,,,abrown@delinvest.com,,List import
10809773,Inactive Investor,Michael Colagiovanni,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,michael.colagiovanni@morganstanley.com,,Salesforce
11030303,Inactive Investor,Daniel Sullivan,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",,,Salesforce
11205105,Inactive Investor,John Cravens,,Cetera Financial Specialists LLC Springfield IL 29 Illmo Dr,john.cravens@ceterafs.com,,Salesforce
10896728,Inactive Investor,Edward Marshall,Financial Advisor,"Ameriprise Financial Services, LLC Raynham MA 180 Paramount Dr",edward.g.marshall@ampf.com,,Salesforce
348697,,James Hirst,Managing Director,"Prime Capital Investment Advisors, LLC",jhirst@pciawealth.com,919-795-6443,
11137314,Inactive Investor,Robert Hughes,,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,robert.hughes@lpl.com,,Salesforce
10936206,Inactive Investor,Hana Pinard,,Innovation Partners LLC,hpinard@innovationpartnersllc.com,,Salesforce
10837804,Inactive Investor,Thomas Boatswain,Financial Advisor,"Ameriprise Financial Services, LLC Freeport NY 49 W Merrick Rd",thomas.a.boatswain@ampf.com,,Salesforce
11128101,Inactive Investor,Junho Ku,,Goldman Sachs & Co.,,,Salesforce
226662,, -,,[[Unknown]],cocodirock86@gmail.com,,Initial Salesforce Import
11039757,Inactive Investor,Charles Verner,Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,charles.verner@ubs.com,,Salesforce
10865438,Inactive Investor,Michael McCall,,"MML Investors Services, LLC Oklahoma City OK 6305 Waterford Blvd",,,Salesforce
10978959,Inactive Investor,Connor Higdon,,"Private Client Services, LLC",chigdon@pcsbd.net,,Salesforce
11001117,Inactive Investor,Ian Samms,,"Robinhood Financial, LLC",ian.samms@robinhood.com,,Salesforce
9574918,,Zoom Kumar,,,zoom404hello10@gmail.com,,List import
10885328,Inactive Investor,Peter Shaw,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11116054,Inactive Investor,Alexandra Patton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11024871,Inactive Investor,Thomas Bruckner,Wealth Advisor,Thrivent Investment Management Inc. San Jose CA 2021 The Alameda,thomas.bruckner@thrivent.com,,Salesforce
11148813,Inactive Investor,Timothy Atyeo,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,tim.atyeo@opco.com,,Salesforce
11157484,Inactive Investor,James Varga,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",james_varga@ml.com,,Salesforce
10760140,Inactive Investor,Craig Wild,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,craig.wild@fidelity.com,,Salesforce
11150501,Inactive Investor,Rita Camp,Senior Relationship Banker,Santander Securities LLC Doylestown PA 797 N Broad St,,,Salesforce
9545555,,Alison Williams,,,awilliams66@bloomberg.net,,List import
10919049,Inactive Investor,Melissa Sterling,Financial Advisor,Edward Jones Carmel CA 126 Clock Tower Pl,melissa.sterling@edwardjones.com,,Salesforce
11016061,Inactive Investor,Angelo Arenal,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10964258,Inactive Investor,Sean Banks,,"U.S. Bancorp Investments, Inc. Hawthorne CA 12801 Hawthorne Blvd",sean.banks@usbank.com,,Salesforce
10615136,,Alexander Arns,"Financial Advisor, Senior Portfolio Manager, Vice President",,alexander.g.arns@morganstanley.com,,List Import
10812058,Inactive Investor,Ivonne Monnett-Pickett,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",ivonne.monnett-pickett@wellsfargoadvisors.com,,Salesforce
11076669,Inactive Investor,Russell Werkheiser,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",rwerkheiser@worldcapitalbrokerage.com,,Salesforce
11196140,Inactive Investor,John Lockhart,,LPL Financial LLC Pittsburg KS 100 S Broadway St,john.lockhart@lpl.com,,Salesforce
11197957,Inactive Investor,Vikram Natarajan,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
248225,,khadij NDIAYE,Consultante en finance islamique,KAYA IF CONSULTING FINANCE,k.ndiaye@kayafinanceconsulting.com,,Manual List Upload
99097,,Robert Radway,President/CEO,Vector Resource Funds,rjrvector@hotmail.com,,
46925,,Ryan Hans,,"National Asset Management, Inc.",rhans@nationalsecurities.com,561-981-1000,
10935004,Inactive Investor,Mary Tarczynski,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,mary.tarczynski@edwardjones.com,,Salesforce
10824620,Inactive Investor,Joseph Della Monica,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chicago IL 3013 N Ashland Ave",joseph.g.dellamonica@ampf.com,,Salesforce
10854510,Inactive Investor,Leslie Henning,,"U.S. Bancorp Investments, Inc. Concord CA 1875 Willow Pass Rd",leslie.henning@usbank.com,,Salesforce
10593803,,brad moore,,,brad.moore@morganstanley.com,,Web Form Fillout
10962616,Inactive Investor,Martin Deutsch,,State Farm VP Management Corp. Houston TX 9803 Spring Cypress Rd,,,Salesforce
9540751,,Noah noah@circle.com,,,noah@circle.com,,List Import
11020273,Inactive Investor,Gale Luster Johnson,,PFS Investments Inc. Pewaukee WI N28W23000 Roundy Dr,gale.lusterjohnson@primerica.com,,Salesforce
9643461,,Steven Towhill,,,steventowhill@yahoo.com,,List import
11169352,Inactive Investor,Lorraine Palacios-Germain,,"Samuel A. Ramirez & Company, Inc. San Antonio TX 300 Convent St",lorraine.palaciosgermain@ramirezco.com,,Salesforce
9588574,,Justin Soleimani,,,jsolaccounts@gmail.com,,List import
60464,,Craig Smaagaard,Regional Vice President,Thrivent Investment Management Inc.,craig.smaagaard@thrivent.com,317-771-0342,
10913448,Inactive Investor,Erik Bloomfeldt,Advisor;Founder,Insight Financial,,,Salesforce
11217131,,Wynton Blount,,,wblount@stephens.com,,Other
25138,,James McGovern,"Managing Member, managing Director",Franklin Park,jmcgovern@franklinparkllc.com, +1 610 822 0505,Manual List Upload
9646882,,Gordon Holman,,,gleehol@outlook.com,,List import
9638100,,Mads Pedersen,,,mads.pederson@ubs.com,,List import
10864461,Inactive Investor,Jennifer Johnsen-Nazareth,,State Farm VP Management Corp. Sewickley PA 1810 Mount Nebo Rd,,,Salesforce
10981650,Inactive Investor,Kwame Hammond,,Citigroup Global Markets Inc.,,,Salesforce
10992210,Inactive Investor,Kyle Kittel,,Thrivent Investment Management Inc. Verona WI 957 Liberty Dr,kyle.kittel@thrivent.com,,Salesforce
10804275,Inactive Investor,Elizabeth Donnelly,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
10891958,Inactive Investor,Stacey Roberts,Financial Advisor,Edward Jones Kingsport TN 3616 Netherland Inn Rd,stacey.l.roberts@edwardjones.com,,Salesforce
10812856,Inactive Investor,Michael Hankes,Branch Manager,LPL Financial LLC Downers Grove IL 3000 Woodcreek Dr,michael.hankes@lpl.com,,Salesforce
343095,,Cedric Hereng,Deputy Head Of Portfolio Management,Metropole Gestion Sa,cedric.hereng@metropolegestion.fr,331-587-11700,Manual List Upload
10788820,Inactive Investor,Joseph Schwarz,Founding Principal;Managing Member;Partner,Schwarz Dygos Wheeler Investment Advisors LLC,schwarz@sdwia.com,,Salesforce
11166881,Inactive Investor,Steve Tuchfarber,Assistant Vice President;Preferred Relationship Manager,"Fifth Third Securities, Inc. Harrison OH 10477 Harrison Ave",steve.tuchfarber@53.com,,Salesforce
10939741,Inactive Investor,Wing Leung,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,wing.leung@jpmorgan.com,,Salesforce
9589333,,Evan Wanadi,,,evan_wanadi@outlook.com,,List import
11124278,Inactive Investor,Kaelyn Armistead,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,karmistead@ft.newyorklife.com,,Salesforce
9574014,,Jeffrey Klecan,,,klecan_jeffrey@nlvmail.com,,List import
10915282,Inactive Investor,Greg Childs,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",greg.childs@schwab.com,,Salesforce
10843223,Inactive Investor,Ryan Donovan,Financial Advisor;Financial Representative,"Principal Securities, Inc. Indianapolis IN 8910 Purdue Rd",donovan.ryan@principal.com,,Salesforce
10931262,Inactive Investor,Todd Seresky,,"MML Investors Services, LLC Boston MA 280 Congress St",tseresky@financialguide.com,,Salesforce
10815184,Inactive Investor,Richard Clark,Financial Advisor,Edward Jones Kaysville UT 275 N 300 W,richard.clark@edwardjones.com,,Salesforce
11062533,Inactive Investor,Christian Karras,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10974573,Inactive Investor,Eugene Skorodinsky,,Minerva Wealth Advisory New York NY 79 Madison Ave,eskorodinsky@minervawealth.com,,Salesforce
10837455,Inactive Investor,Andrew Eddy,Chief Compliance Officer;Managing Member;President,"Eddy Financial, LLC",andrew@eddyfinancial.com,,Salesforce
80967,,Brian Vogel,"Wealth Manager, Member",Manchester Capital Management Llc,bvogel@mcmllc.com,802-362-4410,Manual List Upload
10838180,Inactive Investor,Jeffrey Cutter,Chief Compliance Officer;Managing Member;President,Cutter Financial Group LLC,jeff@cutterfinancialgroup.com,,Salesforce
10774690,Inactive Investor,Gary Cranford,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",gary.cranford@ml.com,,Salesforce
11046763,Inactive Investor,Stephen Murchison,,"St. Bernard Financial Services, Inc.",stephen.murchison@stbernardfinancial.com,,Salesforce
10761433,Inactive Investor,Curtis Deinert,Assistant Vice President;Consulting Group Analyst,Morgan Stanley Houston TX 2800 Post Oak Blvd,curt.deinert@morganstanley.com,,Salesforce
11033786,Inactive Investor,Ryan Justman,,"Empower Financial Services, Inc",ryan.justman@empower.com,,Salesforce
9602024,,Bilal Rashid,,,brashid@ofscapital.com,,List import
10856245,Inactive Investor,Thomas Pohlad,Investment Advisor;Treasurer,Murphy Pohlad Asset Management LLC,tpohlad@murphyllc.com,,Salesforce
219286,,Chad Jones,,[Unknown],tempcj0799@gmail.com,,
10790648,Inactive Investor,Bryan Lee,Chief Compliance Officer;Founder;Owner;President,"Strategic Financial Planning, Inc.",blee@strategicfp.com,,Salesforce
10829238,Inactive Investor,Justin Dausch,Chief Compliance Officer,"Windham Capital Management, LLC Boston MA 1 Federal St",,,Salesforce
10877717,Inactive Investor,Ryan Duffy,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,ryan.duffy@ubs.com,,Salesforce
42162,,Richard Ludington,,"Voya Financial Advisors, Inc.",rludington@voyafa.com,315-431-6366,
10908193,Inactive Investor,Kendra Cochran,,State Farm VP Management Corp. Colorado Springs CO 13540 Northgate Estates Dr,kendracochran@statefarm.com,,Salesforce
11074082,Inactive Investor,Nedim Saul,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Dallas TX 13455 Noel Rd,nedim.saul@opco.com,,Salesforce
343138,,Aswini Krishnan,"Director, Analyst, manager","Gia Partners, Llc.",akrishnan@giallc.com,212-893-7810,Manual List Upload
10970767,Inactive Investor,Richard Gaber,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10771875,Inactive Investor,Joseph Way,Financial Advisor,Edward Jones Arlington TX 4080 N Collins St,joe.way@edwardjones.com,,Salesforce
10809112,Inactive Investor,Robert Keith,Financial Advisor,"Osaic FS, Inc. Pawleys Island SC 241-B Willbrook Blvd",,,Salesforce
10762602,Inactive Investor,John Gilchrist,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Bonita Springs FL Private Residence,john.gilchrist@opco.com,,Salesforce
10884710,Inactive Investor,David Carr,Financial Advisor,CG Advisory Services Longview TX 406 Magrill St,davidc@mycgfinancial.com,,Salesforce
9589532,,Brian Chait,,,brian@lynxcap.com,,List import
10789786,Inactive Investor,Susan Kirk,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",susan.kirk@nm.com,,Salesforce
11150931,Inactive Investor,Guy Jardine,Senior Vice President - Investments,"Raymond James & Associates, Inc. Medina OH 784 Medina Rd",guy.jardine@raymondjames.com,,Salesforce
10843064,Inactive Investor,Nicole McGrouther,,"Raymond James Financial Services, Inc. Red Bank NJ 11 Wharf Ave",nicole.mcgrouther@raymondjames.com,,Salesforce
9647034,,Mirta Susana,,,susana_lugones@ml.com,,List import
349287,,Robert Deconcini,Director,Lazard Asset Management Canada Inc,robert.deconcini@lazard.com,212-632-6000,Manual List Upload
11094801,Inactive Investor,Jefferson Rotherham,Director - Financial Planning,Orion Capital Management LLC,,,Salesforce
10834514,Inactive Investor,Christi Frum,,LPL Financial LLC Englewood CO 5299 DTC Blvd,christi.frum@lpl.com,,Salesforce
11194721,Inactive Investor,Christopher Sutcliff,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",,,Salesforce
10772631,Inactive Investor,Indy Walton,Financial Advisor,Edward Jones Soldotna AK 43622 Sterling Hwy,indy.walton@edwardjones.com,,Salesforce
11087963,Inactive Investor,Emily Hepburn,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",emily_hepburn@ml.com,,Salesforce
11187546,Inactive Investor,Brandon Lunke,,"Raymond James Financial Services, Inc. Nashville TN 10 Burton Hills Blvd",brandon.lunke@raymondjames.com,,Salesforce
11237225,Inactive Investor,Hannah Reed,Financial Advisor,Montz Harcus Wealth Management,hannah@montzharcus.com,,Salesforce
9633313,,Yves Montaland,,,yves.montaland@yahoo.com,,List import
9608150,,Jordan Brown,,,nybred4@hotmail.com,,List import
373340,,Parul Gupta,,[Unknown],parulbytes@gmail.com,,source
9572555,,Obi Tochukwu,,,obitochukwu611@gmail.com,,List import
11103641,Inactive Investor,Michael Graham,Financial Advisor,LPL Financial LLC El Paso TX 201 E Main Dr,m.graham@lpl.com,,Salesforce
11034739,Inactive Investor,Victoria Willcoxon,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,victoria_willcoxon@vanguard.com,,Salesforce
11081419,Inactive Investor,Simone Clarke,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
10769269,Inactive Investor,Julia Bishop,,PFS Investments Inc. Tulsa OK 2508 E 71st St,julia.thompson@primerica.com,,Salesforce
220770,,stan kramarz,n/a,n/a,stanmkramarz@gmail.com,,Organic Search
10781312,Inactive Investor,Daniel Young,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",dan.young@wellsfargoadvisors.com,,Salesforce
11203812,Inactive Investor,Reginal King,,"Burch & Company, Inc",,,Salesforce
11194767,Inactive Investor,Everett Wilkerson,Investment Advisor,"Capital Investment Advisors, LLC",info@yourwealth.com,,Salesforce
11147940,Inactive Investor,Joel Coolik,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,sam.coolik@ubs.com,,Salesforce
10928293,Inactive Investor,Niki Steveson,,"Farmers Financial Solutions, LLC Indianapolis IN 8945 N Meridian St",nsteveson@farmersagent.com,,Salesforce
11094811,Inactive Investor,Maura Poiesz,Complex Director;Executive Director,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,maura.poiesz@ubs.com,,Salesforce
11055913,Inactive Investor,Aaron Buczek,Partner;Wealth Manager,Creative Planning San Diego CA 12760 High Bluff Dr,aaron.buczek@creativeplanning.com,,Salesforce
10893934,Inactive Investor,Harold Klein,,"NewEdge Securities, Inc. Seal Beach CA 12501 Seal Beach Blvd",,,Salesforce
9621933,,Gsjs Haua,,,ghsjwvs@microsoft.com,,List import
10962881,Inactive Investor,Dezaree Seeds,Director - Operations;Vice President,"Sierra Ocean, LLC",dezaree@sierraocean.com,,Salesforce
9575372,,Kevin Oconnell,,,koconnell@firstrepublic.com,,List import
9635934,,Fern Brown,,,fbrown@oldsecond.com,,List import
340842,,Albert Smith,"Senior Managing Director, Co-Founder",Blackstone Liquid Credit Strategies Llc,tripp.smith@blackstone.com,212-503-2100,Manual List Upload
11071578,Inactive Investor,Jefferson Withnell,Financial Advisor,"JGP Wealth Management, LLC",jwithnell@jgpwealth.com,,Salesforce
11034194,Inactive Investor,Benjamin Smith,,"Farmers Financial Solutions, LLC Allendale MI 11219 Brown Ave",,,Salesforce
11136605,Inactive Investor,Teresa Marriner,,"Raymond James Financial Services, Inc. Syracuse NY 400 Spencer St",teresa.marriner@raymondjames.com,,Salesforce
10970402,Inactive Investor,Jason Van Puymbroeck,,Cetera Advisors LLC Barrington IL 21660 W Field Pkwy,,,Salesforce
10884606,Inactive Investor,Matthew Tollison,Client Advisor;Vice President,Neuberger Berman BD LLC Atlanta GA 3414 Peachtree Rd NE,matthew.tollison@nb.com,,Salesforce
9640313,,Gilles Flament,,,gilles.flament@bnpparibas.com,,List import
10899124,Inactive Investor,Carter Bidwick,Financial Advisor,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",carter.bidwick@rbc.com,,Salesforce
236129,, -,,[[Unknown]],mikesback22@yahoo.com,,Paid Search
9578230,,James Rodgers MD,,,brainbiz@aol.com,,List import
9613094,,Guy Lakonishok,,,guy@lsvasset.com,,List import
340375,,Naveen Asopa,Vice President,Raine Capital Llc,nasopa@raine.com,212-603-5500,Manual List Upload
10950033,Inactive Investor,Kelly Waldrop,,LPL Financial LLC Guntersville AL 711 Gunter Ave,kelly.waldrop@lpl.com,,Salesforce
10911392,Inactive Investor,Erik Sartin,Chief Executive Officer;Financial Planner;Partner,The Planners Inc.,erik@theplannersinc.com,,Salesforce
10983878,Inactive Investor,Romona Ormsby,,J.P. Morgan Securities LLC Hollywood FL 710 N University Dr,romona.whilby@chase.com,,Salesforce
11116986,Inactive Investor,Asalyn Coachman,Financial Advisor,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",asalyn.coachman@prudential.com,,Salesforce
9618235,,Edward Hemmelgarn,,,edward@shakerinvest.com,,List import
11072884,Inactive Investor,Gabriella Martinez De Murga,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",gabriella.de_murga@ml.com,,Salesforce
10957069,Inactive Investor,Derek Marin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 1210 NE 3rd St",derek.marin@ml.com,,Salesforce
10505950,,Steven Hudgins,First VP,Stifel,steven.hudgins@stifel.com,916-201-2434,List import
11159605,Inactive Investor,Timothy Austin,,UBS Financial Services Inc.,timothy.austin@ubs.com,,Salesforce
9553997,,Kelly Ellington,,,kelly.ellington@fmr.com,,List import
11010795,Inactive Investor,Scott Ebert,,AW Securities Denver CO 8055 E Tufts Ave,,,Salesforce
10878899,Inactive Investor,Ka Leung,,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",carmen.leung@tiaa.org,,Salesforce
10615347,,Michael Sherrill,"Financial Advisor, Managing Director, Senior Portfolio Management Director, Workplace Advisor - Equity Compensation",,m.david.sherrill@morganstanley.com,,List Import
9587427,,Robin Alter,,,robinalter333@yahoo.com,,List import
11121721,Inactive Investor,Julianne Whalen,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",julianne.whalen@ml.com,,Salesforce
11016648,Inactive Investor,Lan Phan,,"Bankers Life Securities, Inc. South Burlington VT 30 Kimball Ave",lan.phan@bankerslife.com,,Salesforce
10792455,Inactive Investor,Michael Pompian,Chief Investment Officer;Founder;Managing Principal,Sunpointe Investments,michael@sunpointeinvestments.com,,Salesforce
11129956,Inactive Investor,Michael Houghton,,LPL Financial LLC Newburyport MA 7 Prince Pl,michael.houghton@lpl.com,,Salesforce
10887693,Inactive Investor,Jonathan Merrigan,Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Burlington MA 25 Mall Rd,jmerrigan@edelmanfinancialengines.com,,Salesforce
10773793,Inactive Investor,Nicholas Kass,Financial Consultant,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",nicholas.kass@wellsfargoadvisors.com,,Salesforce
11089745,Inactive Investor,Richard Stockton,,State Farm VP Management Corp. Quincy CA 70 E Main St,,,Salesforce
10954878,Inactive Investor,Justin Reckers,Chief Executive Officer;Investment Advisor Representative;Lead Financial Advisor;Managing Member,Fonte Financial Advisors,jreckers@fontefinancial.com,,Salesforce
10613041,,Michael Schneider,"Assistant Vice President, Financial Advisor",,mschneider2@ml.com,,List Import
10901740,Inactive Investor,Caleb Powers,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
9580482,,Marianne Regan,,,mregan@royalaa.com,,List import
10887388,Inactive Investor,Edward Wardle,Financial Consultant,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",ewardle@royalaa.com,,Salesforce
10774989,Inactive Investor,Jacqueline Janich,Assistant Vice President;Client Relationship Associate;Senior Client Specialist,Robert W. Baird & Co. Incorporated,jjanich@rwbaird.com,,Salesforce
10922792,Inactive Investor,William Madden,,"Allstate Financial Services, LLC Ringoes NJ 176 US Hwy 202",williammadden@allstate.com,,Salesforce
9599321,,Jordan Letendre,,,jletendre@grimesco.com,,List import
10881751,Inactive Investor,Tom Goodman,,"MML Investors Services, LLC Bucksport ME 74 Main St",,,Salesforce
10981181,Inactive Investor,Kimberly Reynolds,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,,,Salesforce
10969569,Inactive Investor,Edward Yee,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10614541,,Robert Rafford,"Financial Advisor, Managing Director",,r_rafford@yahoo.com,,List Import
337768,,Paula Harris,Director And Secretary,W.h. Cornerstone Investments Inc.,pharris@whcornerstone.com,888-797-9009,Manual List Upload
9627663,,Lamont Aikens,,,lamonteaikens@gmail.com,,List import
10886559,Inactive Investor,David Shepard,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10944538,Inactive Investor,Michael Rogers,,"Allstate Financial Services, LLC Massapequa NY 569 Broadway",michaelrogers@allstate.com,,Salesforce
10888649,Inactive Investor,Kurt Meyers,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
11040961,Inactive Investor,Craig Dennis,Financial Advisor,Edward Jones Middletown CT 138 College St,craig.dennis@edwardjones.com,,Salesforce
11161199,Inactive Investor,Rima Alexanian,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,rima.alexanian@primerica.com,,Salesforce
9640904,,Brody Dauphinee,,,brodyandfire@hotmail.com,,List import
11003183,Inactive Investor,Yuling Li,,MooMoo Financial Inc.,yuling.li@moomoo.com,,Salesforce
10646355,,Benjamin Casner,,,ben.casner@lpl.com,,List Import
11071440,Inactive Investor,Daniel Syron,,PNC Investments York PA 1511 Kenneth Rd,daniel.syron@pnc.com,,Salesforce
11004678,Inactive Investor,Niccolas Hernandez,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
10984434,Inactive Investor,Jorge Mckenzie,,"Northwestern Mutual Investment Services, LLC Laredo TX 7110 Rocio Dr",jorge.mckenzie@nm.com,,Salesforce
10865309,Inactive Investor,Mackenzie Hawkes,,Goldman Sachs & Co.,,,Salesforce
11152058,Inactive Investor,Richard Norwood,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10924979,Inactive Investor,Zackary Young,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
11020807,Inactive Investor,Rhoel Tapia,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,rtapia@primerica.com,,Salesforce
11112816,Inactive Investor,Teressa Hupfer,Financial Advisor,Edward Jones Elk Rapids MI 100 River St,teressa.hupfer@edwardjones.com,,Salesforce
10810727,Inactive Investor,Thomas Kane,,"Raymond James Financial Services, Inc. Clearwater FL 2531 Landmark Dr",tom.kane@raymondjames.com,,Salesforce
11235696,Inactive Investor,Glenn Turner,Financial Advisor,Forthright Capital Advisory Duluth GA Private Residence,,,Salesforce
10883791,Inactive Investor,Sada Geuss,Investment Manager,Trillium Asset Management,sgeuss@trilliuminvest.com,,Salesforce
77201,,Robert Pearson,,"Transamerica Financial Advisors, Inc",b.pearson@transamerica.com,503-684-4010,
11021963,Inactive Investor,Natasha Paulson,,LPL Financial LLC Saint Paul MN 14985 Glazier Ave,natasha.paulson@lpl.com,,Salesforce
10979072,Inactive Investor,Nicholas Lopez,,"Osaic Wealth, Inc.",,,Salesforce
346395,,Jeannie Seabaugh,Vice President,"Convergent Wealth Management, Llc",jeannie@convergentwm.com,636-536-1800,Manual List Upload
9570850,,Enrique Lerner,,,elerner@silverrivercapital.com,,List import
10968618,Inactive Investor,Michael Granica,,"Next Financial Group, Inc. Buffalo NY 8427 Main St",mgranica@nextfinancial.com,,Salesforce
10990018,Inactive Investor,Erin Des Jardines,,NYLIFE Securities LLC West Palm Beach FL 1615 Forum Pl,edesjardines@ft.newyorklife.com,,Salesforce
10659438,,Ravyn Johnson-Esco,,,rjohnson-esco@primerica.com,,List Import
10902349,Inactive Investor,Brett Moore,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10807620,Inactive Investor,Robert Williams,,"Capital Investment Group, Inc. Hiawassee GA 150 S Main St",rwilliams@capital-invest.com,,Salesforce
11134880,Inactive Investor,Taylor Cryer,Client Associate,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",taylor.cryer@rbc.com,,Salesforce
10756404,Inactive Investor,Gregory Kopp,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Ormond Beach FL 1414 W Granada Blvd",greg.kopp@schwab.com,,Salesforce
9548046,,Chris Liu,,,279982987@qq.com,,List import
224461,,Nicholas Gallant,,[Unknown],nicholasandrewgallant@gmail.com,,Direct
10775053,Inactive Investor,Jonathan Kimmes,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",jon.kimmes@wellsfargoadvisors.com,,Salesforce
10771279,Inactive Investor,Amber Shear,,J.P. Morgan Securities LLC Indialantic FL 503 5th Ave,amber.shear@jpmorgan.com,,Salesforce
11164806,Inactive Investor,Luke Mengwasser,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",luke.mengwasser@nm.com,,Salesforce
9597394,,Douglas Buchanan,,,dbuchanan@rempart.ca,,List import
11211948,Inactive Investor,Shane Robinson,Financial Advisor,LPL Financial LLC Jackson MI 1425 W Parnall Rd,shane.robinson@lpl.com,,Salesforce
11230491,Inactive Investor,Dejan Milev,Financial Advisor,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",dan.milev@ampf.com,,Salesforce
10900924,Inactive Investor,Sydney Marks,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",sydney.marks@rbc.com,,Salesforce
10944108,Inactive Investor,Patrick Mcconnell,Assistant Vice President;Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9621823,,Kristin Reynolds,,,kreynolds@nepc.com,,List import
9583677,,Ryuu Ken,,,maulahasanudin987@gmail.com,,List import
10948527,Inactive Investor,Mark Kirkwood,,The Huntington Investment Company Westlake OH 2055 Crocker Rd,mark.kirkwood@huntington.com,,Salesforce
11065405,Inactive Investor,Xiumin Tang,,"Transamerica Financial Advisors, Inc Bellevue WA 2330 130th Ave NE",xiumin.tang@transamerica.com,,Salesforce
80242,,Alexander Arnold,,"SunTrust Advisory Services, Inc.",alex.arnold@suntrust.com,404-926-5303,
9639132,,David Chiang,,,david.chiang@soros.com,,List import
11155535,Inactive Investor,Johnny Spillman,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,johnny.spillman.ffxa@statefarm.com,,Salesforce
10937117,Inactive Investor,Carl Hulse,,"Cadaret, Grant & Co., Inc. Glendale AZ 7075 W Bell Rd",,,Salesforce
10900201,Inactive Investor,Joseph Hegberg,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
10807078,Inactive Investor,Chad Peschke,Asset Management Specialist;Financial Advisor,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",chad.peschke@raymondjames.com,,Salesforce
10374949,,Игорь Сенаторов,,,i8833338@gmail.com,,Web form fillout
11180767,Inactive Investor,Donna Friedman,,The Huntington Investment Company Cleveland OH 6341 Mayfield Rd,donna.friedman@huntington.com,,Salesforce
226121,, -,,[[Unknown]],cmandel21@yahoo.com,,Initial Salesforce Import
352500,,John Darguzas,Vice President,"Merit Capital Partners Iv, L.l.c.",jdarguzas@meritcapital.com,312-592-6111,Manual List Upload
10979420,Inactive Investor,Jeffrey Garland,,San Blas Securities LLC Citrus Heights CA 7029 Gardenvine Ave,jeffrey.garland@sanblassecurities.com,,Salesforce
11112584,Inactive Investor,Margarita Martinez,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11008935,Inactive Investor,Anthony Serra,,Country Capital Management Company,anthony.serra@countryfinancial.com,,Salesforce
10919967,Inactive Investor,Andrew Delabarre,Financial Advisor,Edward Jones Oakes ND 412 Main Ave,andrew.delabarre@edwardjones.com,,Salesforce
10644008,,Michael Breslin,,,michael.breslin@ceterais.com,,List Import
10931397,Inactive Investor,Charles Smith,,"Kestra Investment Services, LLC Greenville SC 40 W Broad St",charles.smith@kestrafinancial.com,,Salesforce
9541920,,Lance Foerster,,,accounts@foerster.cl,,List import
11014882,Inactive Investor,Keith Fiala,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Southport CT 292 Pequot Ave,keith.m.fiala@jpmorgan.com,,Salesforce
10988087,Inactive Investor,Kevin Wortham,,"Equity Services, Inc. Van Alstyne TX Private Residence",kwortham@nationallife.com,,Salesforce
11042361,Inactive Investor,Thomas Rushin,,LPL Financial LLC Minneapolis MN 1600 Utica Ave S,thomas.rushin@lpl.com,,Salesforce
10849782,Inactive Investor,Mark Richards,,"Madison Avenue Securities, LLC Albuquerque NM 5600 Wyoming Blvd NE",mrichards@mas-bd.com,,Salesforce
10801757,Inactive Investor,Jeremy Stanberrt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11070926,Inactive Investor,Jason Taylor,Chief Compliance Officer;Chief Operations Officer;Financial Planner,Taylors Financial,jason@taylorsfinancial.com,,Salesforce
10895868,Inactive Investor,Rahul Kothari,Chief Compliance Officer;Managing Partner,"Ironview Capital Management, LLC",rkothari@ironview.com,,Salesforce
11261180,Inactive Investor,Anderson Bass,Investment Advisor;Partner,"Bass and Bell, Inc.",,,Salesforce
10932567,Inactive Investor,Andrew Lomanto,,"Osaic Wealth, Inc. Plattsburgh NY 121 Bridge St",,,Salesforce
11041966,Inactive Investor,Jazmin Gomez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11063176,Inactive Investor,Peter Babilla,Senior Wealth Consultant,Vertex Partners,pete@vertexpartners.com,,Salesforce
9634500,,Daniel Verr,,,dan.verr@aretewealth.com,,List import
10955867,Inactive Investor,Lee Schneider,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9548141,,Damian Kestel,,,damian.kestel@clsa.com,,List import
10882051,Inactive Investor,John Flint,Financial Advisor,Edward Jones Woodstock GA 8255 Main St,john.flint@edwardjones.com,,Salesforce
11100141,Inactive Investor,Steven Stapleton,Senior Investment Management Consultant;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Indianapolis IN 111 Monument Cir,steven.stapleton@morganstanley.com,,Salesforce
11193956,Inactive Investor,Tammi Halley,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,tammi.halley@ubs.com,,Salesforce
10805670,Inactive Investor,Stephanie Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC Milledgeville GA 3008 Heritage Rd NE",stephanie.johnson2@wellsfargoadvisors.com,,Salesforce
11106348,Inactive Investor,Sean Speer,Financial Advisor,"Wells Fargo Clearing Services, LLC Vero Beach FL 500 Beachland Blvd",sean.d.speer@wellsfargo.com,,Salesforce
10807192,Inactive Investor,Eric Marion,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",eric.marion@nm.com,,Salesforce
11040595,Inactive Investor,Nathan Cook,Senior Vice President,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,,,Salesforce
10940460,Inactive Investor,Valerie Chu,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
214926,,Susan Gehrke,,[Unknown],susangehrke@att.net,,Direct
9631611,,Ana Babaja,,,ana.babaja@hotmail.com,,List import
11123002,Inactive Investor,Ryan Nurnberg,,"FBL Marketing Services, LLC Ankeny IA 300 SE Delaware Ave",ryan.nurnberg@fbfs.com,,Salesforce
11121643,Inactive Investor,Stephen Sugai,,LPL Financial LLC Waialua HI Private Residence,stephen.sugai@lpl.com,,Salesforce
50250,,Marc Mast,,The Huntington Investment Company,marc.mast@huntington.com,866-754-3105,
10999071,Inactive Investor,Timothy Cunningham,,"Farmers Financial Solutions, LLC Corona CA 250 E Rincon St",,,Salesforce
10861860,Inactive Investor,Elijah Brown,Private Client Advisor,J.P. Morgan Securities LLC Englewood CO 11277 E Arapahoe Pl,elijah.brown@jpmorgan.com,,Salesforce
10804233,Inactive Investor,Samuel Collins,,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,sjcollins@rwbaird.com,,Salesforce
10986871,Inactive Investor,Kwok Choi,,J.P. Morgan Securities LLC Beaverton OR 3475 SW Cedar Hills Blvd,,,Salesforce
10966265,Inactive Investor,Anushri Fischer,Financial Advisor,Edward Jones Saint Peters MO 5301 Veterans Memorial Pkwy,anushri.thakkar@edwardjones.com,,Salesforce
11031906,Inactive Investor,Victor Alarcon,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10603771,,Richard Suarez,Chief Executive Officer,Clarfeld,rick@clarfeld.com,,List import
11029706,Inactive Investor,Ivory Weems,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,ivory.weems@primerica.com,,Salesforce
11129698,Inactive Investor,Sarah Courtad,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",sarah.courtad@ml.com,,Salesforce
10806962,Inactive Investor,John Logan,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,jtlogan@ft.newyorklife.com,,Salesforce
10753061,Inactive Investor,Colleen McCorry,Financial Advisor;Financial Planning Specialist,Morgan Stanley Barrington IL 760 W Main St,colleen.rapp@morganstanley.com,,Salesforce
11262079,Inactive Investor,David Harrison,"VP, Head of Traditional Investments",Atria Wealth Solutions,,,Salesforce
9618246,,Mary Burns,,,mburns@wayzpartners.com,,List import
10848465,Inactive Investor,Matthew Stevens,Wealth Manager,Mader & Shannon Wealth Management,matthew@madershannon.com,,Salesforce
11104822,Inactive Investor,Juan Lebrija,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",juan.lebrija@equitable.com,,Salesforce
9617034,,Johnny Foster,,,j4buyajet@gmail.com,,List import
349691,,Mitchell Davidson,Executive Officer,Post Capital Partners,mdavidson@postcp.com,212-888-5700,Manual List Upload
9584249,,Samuel Mitchell,,,smitchell@bpadvisors.com,,List import
10885053,Inactive Investor,Camelia Borzea,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,camelia.borzea@fidelity.com,,Salesforce
10944457,Inactive Investor,Elvin Spaho,,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
5843130,,Marcella Forrest,,,marcella.forrest@gmail.com,,Web Form Fillout
11156615,Inactive Investor,Rene Dierkes,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Morristown NJ 163 Madison Ave",rene.dierkes@raymondjames.com,,Salesforce
11195017,Inactive Investor,Lawrence Shields,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",lawrence.shields@ml.com,,Salesforce
11069325,Inactive Investor,Lori Gulin,Chief Compliance Officer;Principal,Atwood Financial Planning LLC,lori@atwoodfinancial.com,,Salesforce
10659396,,Eric Degnan,,,eric.degnan@lpl.com,,List Import
188928,,Cyril Tahtadjian,,[Unknown],cyriltahtadjian@yahoo.com,,source
9590604,,Tommy Neeson,,,tommieniessen@outlook.com,,List import
11134164,Inactive Investor,Del Martin,,"Packerland Brokerage Services, Inc.",del_martin@packerlandbrokerage.com,,Salesforce
10801765,Inactive Investor,Steven Franke,Financial Advisor;Partner;Portfolio Manager,"Atwood & Palmer, Inc.",sfranke@atwoodpalmer.com,,Salesforce
11081988,Inactive Investor,Cameron Serrano,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11115612,Inactive Investor,John MacDonald,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
9619246,,Raymond Saleeby,,,rsaleeby@cutterco.com,,List import
10817399,Inactive Investor,Steven Hupp,,PFS Investments Inc. Naperville IL 1776 Legacy Cir,steven.hupp@primerica.com,,Salesforce
10820845,Inactive Investor,Eric Velazquez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",eric.velazquez@ml.com,,Salesforce
11121765,Inactive Investor,Joshua Kahn,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11122712,Inactive Investor,Robert Perez,Associate Financial Advisor,"Ameriprise Financial Services, LLC Diamond Bar CA 556 N Diamond Bar Blvd",robert.perez@ampf.com,,Salesforce
10915033,Inactive Investor,Nicholas Adducci,Private Client Advisor,J.P. Morgan Securities LLC Elmhurst IL 534 W Saint Charles Rd,nicholas.a.adducci@jpmorgan.com,,Salesforce
9622618,,mason xiao,,,chauvet1234@gmail.com,,List import
10645358,,Eric Neumann,,,eric.neumann@nm.com,,List Import
11138805,Inactive Investor,Benjamin Bisgard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11202137,Inactive Investor,James McAteer,Financial Advisor;Investment Advisor Representative,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",,,Salesforce
10660009,,Claire Fitzgerald,,,claire.fitzgerald@jpmorgan.com,,List Import
11233623,Inactive Investor,Kevin Broxterman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.broxterman@fidelity.com,,Salesforce
10907804,Inactive Investor,Stephanie Underwood,,Goldman Sachs & Co.,,,Salesforce
10824082,Inactive Investor,Evan Jacobs,Family Wealth Director;Senior Portfolio Manager,Morgan Stanley New Orleans LA 1100 Poydras St,evan.jacobs@morganstanley.com,,Salesforce
343706,,Rowan Smith,Portfolio Manager,Setanta Asset Management Ltd,rowan.smith@setanta-asset.com,003-531-6124900,Manual List Upload
10941580,Inactive Investor,Jory Inama,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,joryinama@statefarm.com,,Salesforce
11001083,Inactive Investor,John Paul Brennan,Vice President,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
11233785,Inactive Investor,Miaja Raeford,,PFS Investments Inc. San Antonio TX 4243 E Piedras Dr,mraeford@primerica.com,,Salesforce
11046943,Inactive Investor,Zachary Allen,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
95323,,Eun Lee,,USA,eunjung5joy@gmail.com,6508041272,
9601962,,Hui Yu,,,huiyu0962@gmail.com,,List import
10827746,Inactive Investor,Jonathan Poster,Financial Advisor;Senior Vice President - Investments,Wedbush Securities Inc. Denver CO 4600 S Ulster St,,,Salesforce
11200684,Inactive Investor,Scott Orr,Chief Compliance Officer;President,"SFO Capital, Inc.",scott@sfocapital.com,,Salesforce
11208131,Inactive Investor,Srikanth Nagarajan,Managing Partner,Berunda Capital Management,,,Salesforce
10838919,Inactive Investor,Matthew Delaney,Chief Compliance Officer;Managing Member;Managing Partner;Wealth Advisor,"JDH Wealth Management, LLC",mdelaney@jdhwealth.com,,Salesforce
11172894,Inactive Investor,Staci Gaiser,Paraplanner,Commonwealth Financial Network Tempe AZ 4015 S Mcclintock Dr,sgaiser@commonwealth.com,,Salesforce
163521,,Stew Melrose,,[Unknown],sjamelrose@gmail.com,,
63353,,David Beissler,"Advisor, Owner",Focus Financial,dbeissler@focusfinancial.com,651-379-4804,
98207,,Gary Fielding,,"Transamerica Financial Advisors, Inc",gary.fielding@transamerica.com,435-673-8181,
11157301,Inactive Investor,Andrew Wittenberg,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9592965,,tabata rodrigues,,,tabata.mr90@gmail.com,,List import
10889760,Inactive Investor,Matthew Duhaime,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,matthew.duhaime@fmr.com,,Salesforce
10815482,Inactive Investor,John Sigmon,Financial Advisor,LPL Financial LLC Norman OK 825 Wall St,john.sigmon@lpl.com,,Salesforce
11021677,Inactive Investor,Dennis Brown,Personal Banker,"Fifth Third Securities, Inc. Dayton OH 2240 Miamisburg Centerville Rd",dennis.brown@53.com,,Salesforce
10824036,Inactive Investor,Kim Angell,Financial Advisor,"Ameriprise Financial Services, LLC Stevens Point WI 3241A Business Park Dr",kim.r.angell@ampf.com,,Salesforce
44959,,Mark McKethan,,Thrivent Investment Management Inc.,mark.mckethan@thrivent.com,254-744-9379,
199920,,John snell,,[[Unknown]],snell.john1@gmail.com,,Initial Salesforce Import
9565627,,Gabriel Farrell,,,gabrielfarrell90@gmail.com,,List import
11087802,Inactive Investor,Denise Williams,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",thecurtisteam@stifel.com,,Salesforce
10988823,Inactive Investor,Tremaine Merrill,,"Farmers Financial Solutions, LLC Joliet IL 1000 Essington Rd",,,Salesforce
10917323,Inactive Investor,Janelle Hendershot,Associate Wealth Advisor,LPL Financial LLC Bethlehem PA 3101 Emrick Blvd,janelle.hendershot@lpl.com,,Salesforce
11002728,Inactive Investor,Sean Beznicki,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,,,Salesforce
10853948,Inactive Investor,Steven Blouse,,"Raymond James Financial Services, Inc. York PA 1605 E Market St",steven.blouse@raymondjames.com,,Salesforce
11036674,Inactive Investor,Noah Arita,Premier Relationship Banker,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",noah.arita@firstcitizens.com,,Salesforce
10878492,Inactive Investor,John Kuchta,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",john.kuchta@cunamutual.com,,Salesforce
10954632,Inactive Investor,Bansi Patel,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11181907,Inactive Investor,Burns Lowry,,"ValMark Securities, Inc.",,,Salesforce
10898797,Inactive Investor,Tamara McFarland Wilson,,PFS Investments Inc. Houston TX 7211 Regency Square Blvd,tamara.martinez@primerica.com,,Salesforce
10908688,Inactive Investor,James Davis,Financial Advisor,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,jim_davis@glic.com,,Salesforce
11094380,Inactive Investor,Kevin Whitten,Financial Advisor,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",kevin.r.whitten@ampf.com,,Salesforce
9579558,,Akhmad Gani Priyantono,,,almossafeer@gmail.com,,List import
11090598,Inactive Investor,Edward Doughty,Financial Advisor,LPL Financial LLC Charlotte NC 6135 Park South Dr,edward.doughty@lpl.com,,Salesforce
11160258,Inactive Investor,Bruno Bulovas,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",bruno.bulovas@raymondjames.com,,Salesforce
9606878,,dfgkn kjnkjn,,,kjnkjn@gmail.com,,List import
10800214,Inactive Investor,Joseph Evans,Financial Advisor,"Wells Fargo Clearing Services, LLC Johnson City TN 203 Broyles Dr",joe.evans@wellsfargoadvisors.com,,Salesforce
9596001,,William Webb,,,wwebb@weg1.com,,List import
232167,, -,,[[Unknown]],kemir.genez@gmail.com,,
44486,,Gus Zefkeles,Financial Representative,"MML Investors Services, LLC",gzefkeles@massmutual.com,206-628-8800,
335713,,Nicholas Paterniti,,Capital Analysts,npaterniti@beaconplanners.com,,
9641313,,Luis Rodriguez,,,primeonestock@gmail.com,,List import
11073399,Inactive Investor,William Winsman,Financial Advisor,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",william.winsman@wellsfargoadvisors.com,,Salesforce
10959319,Inactive Investor,Erin Boch,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10770377,Inactive Investor,Curtis Lucas,,J.P. Morgan Securities LLC Spring Lake MI 101 W Savidge St,,,Salesforce
11059280,Inactive Investor,Heather Locus,Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,heather.locus@corient.com,,Salesforce
11058981,Inactive Investor,Philip Shively,Financial Advisor,LPL Financial LLC Columbus OH 1212 Summit St,philip.shively@lpl.com,,Salesforce
9610251,,IBRAHIM ATUNNISHE,,,atunnisheibrojaze@yahoo.com,,List import
9592522,,Naqib Ahmed,,,naqib_ahmed91@hotmail.co.uk,,List import
231782,,Ducat Holdings LLC,,[Unknown],ducathllc@gmail.com,,
10868263,Inactive Investor,Sharon Almeida,,Duet Advisory Services LLC Pleasanton CA 5890 Stoneridge Dr,sharon@starwealth.net,,Salesforce
10800120,Inactive Investor,Daniel Geffre,Financial Advisor,Edward Jones Fargo ND 1300 Gateway Dr S,dan.geffre@edwardjones.com,,Salesforce
374043,,yang zong,,[Unknown],zyyxymc@gmail.com,,source
11134889,Inactive Investor,Connie Taylor,,PFS Investments Inc. Muncie IN 1208 W White River Blvd,conniemichelletaylor@primerica.com,,Salesforce
11032878,Inactive Investor,Tracey Stidham,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,tracey.stidham.qg6i@statefarm.com,,Salesforce
11049336,Inactive Investor,Robert Barthen,,"Osaic Wealth, Inc. Eau Claire WI 2115 E Clairemont Ave",,,Salesforce
321973,,Michael Evans,Profgessor,University of Toronto,mevans@utstat.utoronto.ca,,Manual List Upload
11013784,Inactive Investor,James Collins,,"Osaic Institutions, Inc. Plainville CT 58 W Main St",jim.collins@osaicinstitutions.com,,Salesforce
10778383,Inactive Investor,Robert Doyle,,"Axiom Capital Management, Inc.",rdoyle@axiomcapital.com,,Salesforce
11217812,,Jake Goldberg,,,jake.goldberg@jpmorgan.com,,List Import
9573604,,Chris Rich,,,chris.rich@castlehook.com,,List import
11007950,Inactive Investor,Kimberly McLean,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",kimberly.a.mclean@ml.com,,Salesforce
10971146,Inactive Investor,Brandon Wright,,"Allstate Financial Services, LLC Canton MI 5972 N Sheldon Rd",brandonwright2@allstate.com,,Salesforce
11025138,Inactive Investor,Arthur Colon,,NYLIFE Securities LLC New York NY 420 Lexington Ave,ascolon@ft.newyorklife.com,,Salesforce
11181293,Inactive Investor,Jonathan Dawkins,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathan_dawkins@vanguard.com,,Salesforce
11235704,Inactive Investor,Steven Holland,Chief Compliance Officer;Chief Executive Officer;Founder,"The Holland Group, Retirement Wealth Advisors, LLC",elizabeth@thehollandgrp.com,,Salesforce
334266,,Timothy Wylder,,Mercer Global Advisors Inc.,twylder@merceradvisors.com,,
66747,,William Gerstner,"Partner, Chief Compliance Officer",Saw Mill Capital L.l.c.,wgerstner@sawmillcapital.com,914-741-1300,Manual List Upload
11231523,Inactive Investor,Kenneth Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Renton WA 1640 Duvall Ave NE",,,Salesforce
11203864,Inactive Investor,Scott Demouth,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",,,Salesforce
11174889,Inactive Investor,Eric Shank,,"Osaic Wealth, Inc. Waynesboro PA 11001 Anthony Hwy",,,Salesforce
153917,,Daniel Morton,,[Unknown],danielmorton001@gmail.com,,Organic Search
10979328,Inactive Investor,Robert Martino,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",robert.martino@raymondjames.com,,Salesforce
10833215,Inactive Investor,Cassandra Corbin,Financial Advisor,"Wells Fargo Clearing Services, LLC Anoka MN 2015 3rd Ave",cassandra.corbin@wellsfargoadvisors.com,,Salesforce
11060807,Inactive Investor,Jon Pecorella,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",jpecorella@phoenixinc.com,,Salesforce
10867854,Inactive Investor,Paulen Luttgeharm,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,paulen.luttgeharm.jxch@statefarm.com,,Salesforce
9549703,,Michel Tsaparlis,,,michel@kovackadvisors.com,,List Import
10984444,Inactive Investor,Kenneth Spence,,PFS Investments Inc. Troy MI 801 W Big Beaver Rd,kspence@primerica.com,,Salesforce
10777545,Inactive Investor,David Duly,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9564910,,Daniel Krzywda,,,daniel.krzywda@fidelity.com,,List import
10912189,Inactive Investor,Erick Diaz,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
11001871,Inactive Investor,Marcos Herrera Inostroza,Financial Advisor,Edward Jones Willow Street PA 226 Willow Valley Lakes Dr,,,Salesforce
10753592,Inactive Investor,Matthew Gebert,Investment Associate;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",matthew.gebert@ml.com,,Salesforce
11124248,Inactive Investor,Tate Lahey,,"Raymond James Financial Services, Inc. Redding CA 1405 Victor Ave",tate.lahey@raymondjames.com,,Salesforce
11016169,Inactive Investor,Jeffrey Lick,,Stephens,jlick@stephens.com,,Salesforce
10656861,,Ryan Zelenika,,,ryan.zelenika@fmr.com,,List Import
10762783,Inactive Investor,Lisa Chapman,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,lisa.chapman@ubs.com,,Salesforce
10939517,Inactive Investor,Curtis Smith,,United Planners' Financial Services of America A Limited Partner Fresno CA 2211 E Brandon Ln,,,Salesforce
185282,,Mary O'Toole,Senior Financial Advisor,Diastole Wealth Management,motoole@dwinvest.com,203-458-5220,
10925489,Inactive Investor,Troy Ganson,Financial Advisor,Edward Jones Independence MO 4911 S Arrowhead Dr,troy.ganson@edwardjones.com,,Salesforce
10407405,,Gregory Kichton,,,gkichto1@nycap.rr.com,,Web Form Fillout
237910,, -,,[[Unknown]],ankerb@gmail.com,,Organic Search
10778702,Inactive Investor,Ellen Herting,Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",ellen_herting@ml.com,,Salesforce
10868748,Inactive Investor,Michael Sava,Senior Financial Planner,"Synovus Securities, Inc. Alpharetta GA 8025 Westside Pkwy",michael@synovus.com,,Salesforce
11050878,Inactive Investor,Ellen Hopper,Vice President,"Northwestern Mutual Investment Services, LLC",ellenhopper@northwesternmutual.com,,Salesforce
11083206,Inactive Investor,Flynn Andrew,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Roswell GA 7313 Saint Charles Sq",flynn.andrew@concoursefinancial.com,,Salesforce
10804057,Inactive Investor,Edward Smith,,Commonwealth Financial Network Naples FL 4850 Tamiami Trl N,,,Salesforce
11198882,Inactive Investor,Agostino Pollastrone,,J.P. Morgan Securities LLC Riverdale NJ 20 Hamburg Tpke,agostino.pollastrone@jpmorgan.com,,Salesforce
10922718,Inactive Investor,Dora Plancarte,,"Allstate Financial Services, LLC Calexico CA 906 S Imperial Ave",doraplancarte@allstate.com,,Salesforce
11161914,Inactive Investor,Edmund Perry,,"M Holdings Securities, Inc. Birmingham AL 1950 Stonegate Dr",,,Salesforce
10909075,Inactive Investor,Christopher Fulton,Financial Professional,LPL Financial LLC Marshfield MA 988 Plain St,christopher.fulton@lpl.com,,Salesforce
11217972,,Alexandra McIsaac,,,alexandra.mcisaac@jpmorgan.com,,List Import
10917405,Inactive Investor,John Nielsen,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,j.nielsen@lpl.com,,Salesforce
9544924,,Mark Robnett,,,mrobnett56@gmail.com,,List import
11132709,Inactive Investor,Christopher Assimon,Financial Advisor,LPL Financial LLC Syracuse NY 231 Salina Meadows Pkwy,christopher.assimon@lpl.com,,Salesforce
150692,,julio ronchetti,,[Unknown],jr@novva.tech,,
11203918,Inactive Investor,Nicholas Stangelo,,J.P. Morgan Securities LLC Wadsworth OH 750 High St,nick.s.stangelo@jpmorgan.com,,Salesforce
10754782,Inactive Investor,Sherry Barton,,NYLIFE Securities LLC Oklahoma City OK 3030 NW Expy,sherrybarton@ft.newyorklife.com,,Salesforce
9569927,,William Bianculli,Financial Advisor,,wbianculli@nlvmail.com,,List import
9620503,,Eric Turk,,,tourband1@mac.com,,List import
9621638,,patrycja mularska,,,patrycja@mularska.com,,List import
10918759,Inactive Investor,Todd Gentile,,"Allstate Financial Services, LLC Park Ridge IL 15 S Fairview Ave",tgentile@allstate.com,,Salesforce
11058581,Inactive Investor,Stacey Pinski,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10891037,Inactive Investor,Richard Heard,,LPL Financial LLC Houston TX 18211 Katy Fwy,richard.heard@lpl.com,,Salesforce
10991675,Inactive Investor,Alex Martinez,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
9542688,,Jeffery Patterson,,,mr.patterson81@gmail.com,,List import
10999167,Inactive Investor,Daniel King,,"Kingswood Capital Partners, LLC",,,Salesforce
10764584,Inactive Investor,Mara Corley,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",mara_corley@ml.com,,Salesforce
9544329,,Bruce Kaalund,,,bakaalund@gmail.com,,List import
11148783,Inactive Investor,Anthony Slovick,Portfolio Manager,TD Private Client Wealth LLC Sarasota FL 3450 Clark Rd,anthony.slovick@td.com,,Salesforce
9572423,,Priyanshu Raj,,,rajpriyanshu0922@gmail.com,,List import
10860402,Inactive Investor,Michel Key,,"Mutual of Omaha Investor Services, Inc. Los Angeles CA 10880 Wilshire Blvd",michel.key@mutualofomaha.com,,Salesforce
10894881,Inactive Investor,Roy Nelson,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,roy.nelson.g4ik@statefarm.com,,Salesforce
11073463,Inactive Investor,Matthew Kutcher,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",matthew.kutcher@wellsfargo.com,,Salesforce
11026431,Inactive Investor,Mary Fleming,,Key Investment Services LLC Longview WA 1750 Hudson St,mary.fleming@key.com,,Salesforce
11040963,Inactive Investor,Glen Payne,Financial Advisor,Edward Jones Punta Gorda FL 4678 Tamiami Trl,mark.payne@edwardjones.com,,Salesforce
11004860,Inactive Investor,Zaynah Moen,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,zaynah.moen@chase.com,,Salesforce
10822376,Inactive Investor,Mark Hall,,United Planners' Financial Services of America A Limited Partner Paradise Valley AZ 5057 E Sky Desert Ln,,,Salesforce
141553,,Dustin Smith,"Vice President, Wealth Advisor","Wealth Enhancement Advisory Services, Llc",dsmith@wealthenhancement.com,763-417-1444,
11207728,Inactive Investor,Michael Nelson,Premier Banker,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",,,Salesforce
10824507,Inactive Investor,Perry Bacon,Partner;Wealth Advisor,William Blair Baltimore MD 100 International Dr,pbacon@williamblair.com,,Salesforce
10817171,Inactive Investor,Bryce Dalrymple,Client Service Associate,Morgan Stanley Palm Desert CA 74199 El Paseo,bryce.dalrymple@morganstanley.com,,Salesforce
11080665,Inactive Investor,Stephen Swenson,Vice President,"Wychick Investment Advisors, Inc.",,,Salesforce
11111667,Inactive Investor,Jason Crawford,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
11018464,Inactive Investor,Sandy Jimenez,,J.P. Morgan Securities LLC Harrison NY 302 Halstead Ave,sandy.c.jimenez@jpmorgan.com,,Salesforce
11203431,Inactive Investor,Peter Shenas,Chief Compliance Officer;Managing Member;President;Trustee,"Ariston Services Group, LLC",peter@aristonservicesgroup.com,,Salesforce
10774868,Inactive Investor,Donato Arguelles,Private Wealth Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,donato.arguelles@morganstanley.com,,Salesforce
9648462,,Benito Semommung,,,semommung@gmail.com,,List import
10923867,Inactive Investor,Dustin Vaughn,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",dustin.vaughn@nm.com,,Salesforce
9624584,,Tavon Ferguson,,,tavon.ferguson.6@gmail.com,,List import
10880926,Inactive Investor,Leonidas Kopulos,,"American Trust Investment Services, Inc.",l.kopulos@amtruinvest.com,,Salesforce
10396141,,Ralph Eckes,,,reckes@outlook.com,,Web Form Fillout
337812,,Samuel Austin,Partner And Member Of The Governance Board,"Nepc, Llc",saustin@nepc.com,617-374-1300,Manual List Upload
11094664,Inactive Investor,Judy Cain,,PFS Investments Inc. Cumming GA 925 Sanders Rd,jcain.54ntc@primerica.com,,Salesforce
10952750,Inactive Investor,Richard Berry,Financial Consultant,"Charles Schwab & Co., Inc. Tampa FL Private Residence",richard.berry@schwab.com,,Salesforce
7587387,,Ryan Mitchell,,,ryanshouse66@gmail.com,,Web Form Fillout
11229398,Inactive Investor,Shawn Rooney,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",,,Salesforce
10988147,Inactive Investor,Jason Lilly,,LPL Financial LLC Irvine CA 1900 Main St,jason.lilly@lpl.com,,Salesforce
1005729,Inactive Investor,Ian Clark Soutar,,TBD,isoutar@caperadiology.com,5732256674,
4780579,,Mario Becerra,,,mrb22@protonmail.com,,Web Form Fillout
11222001,,Christopher Thomas,,,cthomas@wealthenhancement.com,,List Import
9643677,,Alexander Wulff,,,alexandersonnewulff@gmail.com,,List import
10980294,Inactive Investor,Matthew Ayres,Private Client Financial Advisor,"Citizens Securities, Inc. Pottstown PA 180 Upland Sq Dr",matthew.ayres@citizensbank.com,,Salesforce
11111059,Inactive Investor,Mark Hopler,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",mark.s.hopler@ampf.com,,Salesforce
10859070,Inactive Investor,Michele Morgan,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Grand Blanc MI 9475 Holly Rd",michele.r.morgan@ampf.com,,Salesforce
10963142,Inactive Investor,Julian Brown,,LPL Financial LLC Bel Air MD 130 N Bond St,julian.brown@lpl.com,,Salesforce
10793407,Inactive Investor,Mark De Bease,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",mark.debease@equitable.com,,Salesforce
4988552,,Letitia Cross,,,crossletitia6@gmail.com,,Web Form Fillout
11113058,Inactive Investor,Sukru Saman,,Morgan Stanley New York NY 750 7th Ave,sukru.saman@morganstanley.com,,Salesforce
9607805,,Yu Bum Kim,,,switchback27@gmail.com,,List import
11196158,Inactive Investor,Araceli Rocha,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",araceli_rocha@ml.com,,Salesforce
9620860,,Antonio Girault,,,antoniogirault@yahoo.com.mx,,List import
11085919,Inactive Investor,Carmen Taylor,,Cetera Advisor Networks LLC South Hill VA 113 N Brunswick Ave,,,Salesforce
11165737,Inactive Investor,Charles Koules,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",charles.koules@equitable.com,,Salesforce
10934259,Inactive Investor,Llewllyn Hayes,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,trey.hayes@fmr.com,,Salesforce
11030501,Inactive Investor,Cody Riesterer,,NYLIFE Securities LLC Minneapolis MN 3600 Minnesota Dr,criesterer@ft.newyorklife.com,,Salesforce
10487794,,Peter Eyestone,,Tolleson Private Wealth Management,petereyestone@gmail.com,,List Import
10974739,Inactive Investor,Anthony Sola,,"Raymond James Financial Services, Inc. Gallipolis OH 349 3rd Ave",anthony.sola@raymondjames.com,,Salesforce
11111756,Inactive Investor,Chelsea Gibson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10932558,Inactive Investor,Kevin Miller,,"Osaic Wealth, Inc. Monmouth IL 115 S 1st St",,,Salesforce
10846100,Inactive Investor,Anthony Johnson,Chief Compliance Officer;Managing Member;Partner,"RossJohnson & Associates, LLC Minneapolis MN 3380 Annapolis Ln N",tony@rossjohnsonweb.com,,Salesforce
11135425,Inactive Investor,Robert Smith,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,shane.smith@gs.com,,Salesforce
9617550,,Samuel Austin,,,saustin@wppartners.com,,List import
11164563,Inactive Investor,Alexis Goines,,"Allstate Financial Services, LLC Clarksville TN 1604 Madison St",,,Salesforce
9555051,,Ron Lege,,,rlege@ahrensinvptr.com,,List import
10755287,Inactive Investor,Ryan Lester,Financial Advisor,Edward Jones Rocky Mount VA 385 S Main St,ryan.lester@edwardjones.com,,Salesforce
10907160,Inactive Investor,Sheila Hunter,Financial Advisor,Edward Jones Carlisle PA 25 State Ave,sheila.hunter@edwardjones.com,,Salesforce
10868314,Inactive Investor,Thomas Rosser,Financial Advisor,Park Avenue Securities LLC Sanford NC 503 Carthage St,thomas_rosser@glic.com,,Salesforce
10908598,Inactive Investor,Thomas Haggerty,Wealth Advisor,"Perigon Wealth Management, LLC New York NY 14 Penn Plz",tom.haggerty@perigonwealth.com,,Salesforce
11005720,Inactive Investor,Thi Ngoc Anh Tran,,J.P. Morgan Securities LLC San Jose CA 595 Coleman Ave,thi-ngoc-anh.tran@jpmorgan.com,,Salesforce
11040593,Inactive Investor,Nathan Kauffman,Senior Vice President,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,nkauffman@rwbaird.com,,Salesforce
10903445,Inactive Investor,Chad Smith,Financial Advisor,Edward Jones Newnan GA 1741 Newnan Crossing Blvd E,c.a.smith@edwardjones.com,,Salesforce
10488267,,Ryan Turner,"Chief Compliance Officer, Manager, Managing Partner, Regulatory Contact",Stronghold Resource Partners,ryan.turner@srp-ok.com,,List Import
10966635,Inactive Investor,Corinne Salera,Lead Advisor,Brighton Jones LLC Minneapolis MN 200 Southdale Ctr,corinne.salera@brightonjones.com,,Salesforce
11191056,Inactive Investor,Daniel Campos,Financial Advisor,"Osaic Wealth, Inc. Rockville MD 2401 Research Blvd",,,Salesforce
10894679,Inactive Investor,Robert Mills,,"J.W. Cole Financial, Inc. Palatka FL 117 N 2nd St",,,Salesforce
3672421,,BJ Prager,,Cowen,william.prager@cowen.com,,List Import
11172367,Inactive Investor,Kelly Hart,,J.P. Morgan Securities LLC Grand Rapids MI 2263 Wealthy St SE,kelly.m.hart@jpmorgan.com,,Salesforce
10904266,Inactive Investor,Dwayne Burge,,LPL Financial LLC Jackson GA 307 W 2nd St,dwayne.burge@countryfinancial.com,,Salesforce
10799066,Inactive Investor,Leland Burrell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4803 Deer Lake Drive W",lee_burrell@ml.com,,Salesforce
10636785,,Isah Haruna,,,isahharunaje@gmail.com,,Web Form Fillout
11122731,Inactive Investor,Brennan Wynn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",brennan.wynn@ml.com,,Salesforce
9648389,,Karida Brown-Palmer,,,karida.sociology@gmail.com,,List import
338944,,Myra Roberts,Member,Bmss Wesson Wealth Solutions,mroberts@bmss.com,205-982-5555,Manual List Upload
10831096,Inactive Investor,Mark O'Connor,Senior Financial Planner,Hinds Financial Group Inc,moconnor@hindsfg.com,,Salesforce
9642355,,PA I,,,click-it03@laposte.net,,List import
11019444,Inactive Investor,John Cumming,,"Raymond James Financial Services, Inc. Mount Dora FL 2025 W Old US Hwy 441",tim.cumming@raymondjames.com,,Salesforce
10882812,Inactive Investor,Ryan Martini,Financial Professional,"Equitable Advisors, LLC Waynesville OH Private Residence",ryan.martini@equitable.com,,Salesforce
11175938,Inactive Investor,Denise Klemens,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mequon WI 11201 N Port Washington Rd",dklemens@stifel.com,,Salesforce
11052790,Inactive Investor,Laura Hern,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,laura.hern@fmr.com,,Salesforce
10833833,Inactive Investor,Paul Dryden,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",paul.t.dryden@nm.com,,Salesforce
10802457,Inactive Investor,Susan Whitesell,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Wilkes Barre PA 613 Baltimore Dr,swhitesell@janney.com,,Salesforce
11099042,Inactive Investor,Arik Botier,,Innovation Partners LLC,abotier@innovationpartnersllc.com,,Salesforce
229122,, -,,[[Unknown]],rzak1984@icloud.com,,
10935599,Inactive Investor,Michele Freislich,,"Osaic Wealth, Inc. Watertown NY 23697 State Rte 12",,,Salesforce
9596003,,Axel Hoerger,,,axel.hoerger@t-online.de,,List import
188512,,Rashad Mcmiller,,[Unknown],rashadmtab1@gmail.com,,source
10930954,Inactive Investor,Matthew Rivers,,LPL Financial LLC Carlsbad CA 5973 Avenida Encinas,matthew.rivers@lpl.com,,Salesforce
9630279,,Michael Omisore,,,omish12000@gmail.com,,List import
241260,Inactive Investor,York Lo,,John Hancock,ylo@jhancock.com,(617) 663-2400,Database Upload
10941261,Inactive Investor,Anab Abdulahi,,"Equitable Advisors, LLC Overland Park KS 7400 W 110th St",anab.abdulahi@equitable.com,,Salesforce
10950992,Inactive Investor,Drew Hayworth,Senior Investment Analyst,Townsend,drew.hayworth@townsendretirement.com,,Salesforce
10791369,Inactive Investor,John Devaney,,Goldman Sachs & Co.,john.devaney@gs.com,,Salesforce
1001984,Inactive Investor,Stephen Chang,Chief Investment Officer & Managing Director,Acrewood,scc@acrewoodholdings.com, +1 610 525 7503,Database Upload
11156737,Inactive Investor,Steven Murray,Family Wealth Director;Financial Advisor;Lending Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Denver CO 3033 E 1st Ave,steven.s.murray@morganstanley.com,,Salesforce
10799218,Inactive Investor,Karin Bouvier,Financial Advisor,Edward Jones Exeter NH 133 Water St,karin.behrens-bouvier@edwardjones.com,,Salesforce
11079124,Inactive Investor,Michael Bordenave,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 1275 Lexington Ave",michael.bordenave@ml.com,,Salesforce
11162057,Inactive Investor,William Savage,,"GPS Wealth Strategies Group, LLC Colorado Springs CO 3505 Austin Bluffs Pkwy",,,Salesforce
10928089,Inactive Investor,Charles Fuller,,LPL Financial LLC Ellicott City MD 9125 Baltimore National Pike,charles.fuller@lpl.com,,Salesforce
9638209,,Milagros Garcia Chica,,,garciami@fiu.edu,,List import
10958072,Inactive Investor,Joseph Bendrihem,,"Ameritas Investment Company, LLC West Hempstead NY 510 Hempstead Tpke",joseph.bendrihem@ameritas.com,,Salesforce
372477,,Scott O’Callaghan,,United States,spoc11@aol.com,,Salesforce
9625447,,Jordan Ilyat,,,jordan.ilyat@gmail.com,,List import
9634335,,Ruthie Snowden,,,rdsnowden26@gmail.con,,List import
10818311,Inactive Investor,Ryan O'Keefe,Regional Vice President;Wealth Management Consultant,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",ryan.p.okeefe@ampf.com,,Salesforce
11018637,Inactive Investor,Kinston Lemaire,,J.P. Morgan Securities LLC Tulsa OK 7837 E 91st St,kinston.lemaire@jpmorgan.com,,Salesforce
11009334,Inactive Investor,Marshall Lytle,,PFS Investments Inc. Allentown PA 7310 Tilghman St,marshall.lytle@primerica.com,,Salesforce
9547161,,Liviu Bacila,,,liviusb@yahoo.com,,List import
9592834,,Denise Anderson,,,danderson@greenwoodgearhart.com,,List import
9633975,,Chatchawan Wattanachote,,,kim.chatchawan@gmail.com,,List import
9566693,,Adam Bolitho,,,abolitho@ayco.com,,List import
372271,,James Green,,United States,jlgpa@bellsouth.net,,Salesforce
11223101,,Pascale Hainline,,,phainline@firstrepublic.com,,List Import
9646329,,Dylan Bilz,,,cubsdbilz@gmail.com,,List import
11052678,Inactive Investor,Folu Ayoola,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",folu.ayoola@ml.com,,Salesforce
10766644,Inactive Investor,Robert Schermerhorn,Wealth Advisor,LPL Financial LLC Saratoga Springs NY 18 Division St,robert.schermerhorn@lpl.com,,Salesforce
11034056,Inactive Investor,Cody Ball,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,cody.ball@fidelity.com,,Salesforce
10964441,Inactive Investor,Alexandra Delcollo,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
9598372,,nicolas caffaro,,,njcaffaro@gmail.com,,List import
10812571,Inactive Investor,Steven Aylmer,,J.P. Morgan Securities LLC Melbourne FL 7797 N Wickham Rd,steven.aylmer@jpmorgan.com,,Salesforce
9549102,,Varun Varier,,,varun4946@hotmail.com,,List import
11111443,Inactive Investor,Louis Esposito,,Citigroup Global Markets Inc.,louis.esposito@citi.com,,Salesforce
10868885,Inactive Investor,Laurel Jablonski,,"Ameriprise Financial Services, LLC Greenfield MA 48 Federal St",laurel.jablonski@ampf.com,,Salesforce
9585459,,Craig Mathiesen,,,craig.mathiesen@rehmann.com,,List import
10922878,Inactive Investor,Julie Snyder,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",julie.snyder@cambridgesecure.com,,Salesforce
10865251,Inactive Investor,Caitlin Slater,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11073846,Inactive Investor,Daniel Woessner,,"Principal Securities, Inc. Solon IA 121 W Main St",woessner.dan@principal.com,,Salesforce
10892579,Inactive Investor,Karen Goddard,,"Osaic Wealth, Inc. Newburyport MA 5 Water St",,,Salesforce
11013763,Inactive Investor,Deatrice Cofield,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",deatrice.cofield@prudential.com,,Salesforce
9641881,,Ryken Harris,,,rharris@drivewealthadvisers.com,,List import
11039785,Inactive Investor,John Friday,Financial Consultant,"CUSO Financial Services, L.P. Livonia MI 37373 7 Mile Rd",jfriday@cusonet.com,,Salesforce
10979409,Inactive Investor,Charles Pratt,,Jefferies LLC,cpratt@jefferies.com,,Salesforce
11044026,Inactive Investor,Benjamin Wilson,Chief Financial Officer;President;Regulatory Contact,Hunter Capital Management,bwilson@huntercapitalmanagement.com,,Salesforce
62489,,Yuriy Shkinder,,Slovakia,godaime91@gmail.com,,
10887049,Inactive Investor,Jacob Fox,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jacob.fox@jpmorgan.com,,Salesforce
11098601,Inactive Investor,Valerie Yancey,,PFS Investments Inc. Dinwiddie VA 13626 Boydton Plank Rd,vyancey@primerica.com,,Salesforce
10396527,,Timothy Turner,,,info@companies-regional.com,,Web Form Fillout
10867738,Inactive Investor,John Patsy,Financial Advisor,LPL Financial LLC Hauppauge NY 900 Rte 111,john.patsy@lpl.com,,Salesforce
9570212,,Andrew Koogler,,,rob.koogler@huntington.com,,List import
9820903,,Steven Kokolis,,,skokolis@carcrafttruckworks.com,,Web Form Fillout
10951276,Inactive Investor,Tamara Dupont,Relationship Specialist,"Americana Partners, LLC",tdupont@americanapartners.com,,Salesforce
11012187,Inactive Investor,Joshua Nuss,,Cetera Advisor Networks LLC Champaign IL 2911 Crossing Ct,,,Salesforce
11111584,Inactive Investor,Steven Saber,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",,,Salesforce
11009155,Inactive Investor,Erin Lammert,,"First Command Brokerage Services, Inc. Wichita KS 9415 E Harry St",enlammert@firstcommand.com,,Salesforce
10908569,Inactive Investor,David Edwards,,NYLIFE Securities LLC Bethesda MD 6901 Rockledge Dr,,,Salesforce
10855828,Inactive Investor,Joseph Bayline,,Park Avenue Securities LLC Port Allegany PA 63 N Main St,,,Salesforce
11200448,Inactive Investor,Ashley Varner,Investment Advisor Representative,"TCP Asset Management, LLC Greensburg PA 1001 Tower Way",ashley@tcpasset.com,,Salesforce
11034239,Inactive Investor,Brett Gioioso,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10981465,Inactive Investor,Adam Horrigan,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",adam.horrigan@empower.com,,Salesforce
11014227,Inactive Investor,William Hurst,,"Allstate Financial Services, LLC Jesup GA 895 S 1st St",will.hurst@allstate.com,,Salesforce
9587029,,Michael Olivarez,,,mike.olivarez1992@gmail.com,,List import
11056124,Inactive Investor,Cory Driscoll,,"Equitable Advisors, LLC Binghamton NY 33 S Washington St",cory.driscoll@equitable.com,,Salesforce
9576998,,Ryan Leon,,,ryansimonleon@gmail.com,,List import
10868088,Inactive Investor,Kristin Franks,Financial Advisor,Edward Jones Black River Falls WI 133 Main St,kristin.franks@edwardjones.com,,Salesforce
9596665,,Anthony Marciano,,,akgtmarc@gmail.com,,List import
10814954,Inactive Investor,Thomas Maher,,LPL Financial LLC Phoenix AZ 2111 E Highland Ave,thomas.maher@lpl.com,,Salesforce
10922213,Inactive Investor,Eric Murtha,Financial Advisor,"MML Investors Services, LLC Morristown NJ 58 Maple Ave",emurtha@financialguide.com,,Salesforce
8481141,,Nitin GAUR,,IBM Blockchain Labs,gaurnitin@gmail.com,(512) 789-5300,List Import
11219912,,Leo Dalton,,,leo.dalton@jlem.com,,Other
9576434,,Mike Senechal,,,msenechal@dakotacommunitybank.com,,List import
11050508,Inactive Investor,John Gudino,Owner,PFS Investments Inc. Burbank CA 533 N Victory Blvd,john.gudino@primerica.com,,Salesforce
10509940,,Charles Meyers,Advisor,McNally Financial Services,charliegmeyers@gmail.com,,List Import
10796209,Inactive Investor,Randel Evleth,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",randel_evleth@ml.com,,Salesforce
10985956,Inactive Investor,Katherine Kellert,,Vanguard Marketing Corporation,katherine_kellert@vanguard.com,,Salesforce
9593168,,Gordon Amerson,,,principaledleader@gmail.com,,List import
11120381,Inactive Investor,Paul Dickey,,J.P. Morgan Securities LLC Detroit MI 18203 Fenkell St,,,Salesforce
10906924,Inactive Investor,Glenn Lyons,,"Osaic Wealth, Inc. Costa Mesa CA 695 Town Center Dr",,,Salesforce
10769041,Inactive Investor,Russell Raia,,"Parkland Securities, LLC Houston TX 510 Bering Dr",rraia@parklandrep.com,,Salesforce
10909905,Inactive Investor,Bassel Mansour,Investment Advisor Representative,"Osaic Wealth, Inc. San Carlos CA 1395 San Carlos Ave",,,Salesforce
333329,,Jim Olsen,,Malvern Capital,jim@malverncap.com,,Manual List Upload
372083,,Brandon Roth,,United States,kaytyroth@gmail.com,,Salesforce
10613568,,Thomas Condon,"Financial Advisor, Senior Vice President - Wealth Management",,thomas.condon@ubs.com,,List Import
9648417,,Nic Johnson,,,nic.johnson@pimco.com,,List import
10955226,Inactive Investor,Matthew Curry,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
9606772,,Louis Thomas,,,louisthomas93@hotmail.co.uk,,List import
11203559,Inactive Investor,Joseph Pecoraro,Chief Compliance Officer;Founder;Portfolio Manager,PVG Asset Management Corp Golden CO 24918 Genesee Trail Rd,jpecoraro@pvgasset.com,,Salesforce
11169205,Inactive Investor,Jason Kozon,Regional Leader,Edward Jones Foley AL 22394 Miflin Rd,jason.kozon@edwardjones.com,,Salesforce
10956918,Inactive Investor,Kolby Nield,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9415793,,Kevin Paley,,Kevin Paley,kevinpaley@redteamventures.io,,List Import
11057345,Inactive Investor,Nelly Ryan,,"Truist Investment Services, Inc. Bel Air MD 402 Baltimore Pike",nelly.ryan@truist.com,,Salesforce
9589095,,Dion Nixon,,,dionnixon@ymail.com,,List import
9597029,,Elaine K PIRONE,,,ekpirone@yahoo.com,,List import
202336,,Dean Fliss,"President, Global View Capital Advisors","Global View Capital Management, Ltd",dean@gvcaponline.com,262-650-1030,Manual List Upload
10791638,Inactive Investor,Matthew Cutler,Executive Financial Services Director;Financial Advisor;Vice President,Morgan Stanley Philadelphia PA 1650 Market St,matthew.cutler@morganstanley.com,,Salesforce
11125906,Inactive Investor,Nicholas Harlow,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",nicholas_harlow@ml.com,,Salesforce
10893919,Inactive Investor,Priscilla Roach,,"Osaic Wealth, Inc. Hyattsville MD 8181 Professional Pl",,,Salesforce
10659646,,Thomas Mccabe,,,tom.mccabe@lpl.com,,List Import
10796970,Inactive Investor,Joseph Steffy,Associate Director;Financial Associate,Oppenheimer & Co. Inc. Fishkill NY 300 Westage Business Ctr Dr,joseph.steffy@opco.com,,Salesforce
10854365,Inactive Investor,Robert Wrenn,Principal;Regulatory Contact;Vice President,"MidAtlantic Capital Management, Inc.",rwrenn@midatlantic-capital.com,,Salesforce
10782618,Inactive Investor,Robert Churchill,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",,,Salesforce
11192707,Inactive Investor,Matthew Anderson,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10795771,Inactive Investor,Mitchel Peterson,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Ames IA 515 Grand Ave",,,Salesforce
10613982,,Daryl Weber,Financial Advisor,,daryl.weber@wellsfargoadvisors.com,,List Import
10833460,Inactive Investor,Michael Levitt,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",michael.levitt@ml.com,,Salesforce
10937812,Inactive Investor,Jonathan Velez,,Gilder Gagnon Howe & Co. LLC,jvelez@gghc.com,,Salesforce
10789927,Inactive Investor,Angela Garza,Limited Partner,"Alamo Advisors, LP",angelag@alamoadvisors.com,,Salesforce
9639500,,Dong-jae Lee,,,dlee@hi.co.kr,,List import
10866644,Inactive Investor,Michael Ury,Private Banker,UBS Financial Services Inc.,,,Salesforce
10823606,Inactive Investor,Dominic McKenna,Financial Advisor,Edward Jones Alameda CA 887 Island Dr,dominic.mckenna@edwardjones.com,,Salesforce
10487662,,Jacob Winston,Wealth Strategist,LPL Financial LLC,jacob@winstonwealthadvisors.com,,List Import
11129789,Inactive Investor,Gabriel Bowman,Financial Advisor,Edward Jones Youngsville NC 64 Wheaton Ave,gabe.bowman@edwardjones.com,,Salesforce
237467,, -,,[[Unknown]],lisavivori@mac.com,,Paid Search
10771990,Inactive Investor,Pedro Silva,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",pedro_silva@ml.com,,Salesforce
11077024,Inactive Investor,Edward Kovac,Investment Advisor Representative,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",,,Salesforce
11206056,Inactive Investor,Susan Hoyt,Senior Financial Advisor,LPL Financial LLC York PA 2055 S Queen St,susan.hoyt@lpl.com,,Salesforce
9557397,,Melodee Thuesen,,,thuesen.melodee@principal.com,,List import
9636237,,Pieter Voorhees,,,pieterv@privateclientgroupam.com,,List import
10923211,Inactive Investor,Melanie Wright,Administrative Assistant;Member,Lee Miles LLC Ogden UT 1150 S Depot Dr,,,Salesforce
10785581,Inactive Investor,Kit Dang,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,kit.s.dang@jpmorgan.com,,Salesforce
11197150,Inactive Investor,Mark Herman,Client Advisor,"Mission Wealth Management, LP Austin TX 100 Congress Ave",mherman@missionwealth.com,,Salesforce
11052024,Inactive Investor,Jorge Serrano,,J.P. Morgan Securities LLC Harvey LA 2340 Manhattan Blvd,jorge.a.serrano@chase.com,,Salesforce
9572309,,Daniel Corrigan,,,dtcorrigan@corriganfinancialinc.com,,List import
234467,,Richard Garrett,,[[Unknown]],garrett4999@yahoo.com,,Organic Search
11178033,Inactive Investor,John Mccready,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10644753,,Paul Buchanan,,,pbuchanan@williamblair.com,,List Import
10960294,Inactive Investor,Hector Salmeron,,PFS Investments Inc. Aurora IL 11 N Edgelawn Dr,hsalmeron@primerica.com,,Salesforce
10883265,Inactive Investor,Heather Heron,,LPL Financial LLC Austin TX 11211 Taylor Draper Ln,heather.r.heron@lpl.com,,Salesforce
219010,,Ed Seng,,[Unknown],edseng@gmail.com,,Direct
11035748,Inactive Investor,Harrison Fisher,Director - Alternative Investments;Financial Advisor,Morgan Stanley Atlanta GA 5 Concourse Pkwy,harrison.fisher@morganstanley.com,,Salesforce
10612150,,Daniel Schneider,Financial Advisor,,daniel.schneider@stifel.com,,List Import
10976400,Inactive Investor,Derrick Gale,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",derrick.gale@nm.com,,Salesforce
9638117,,Nathan Peters,,,nathan.peters@fulcrumasset.com,,List import
239112,,Kamil Masiarek,,[Unknown],k4mileq88@gmail.com,,Direct
202868,,Yung Kim,,[Unknown],yungkim525@naver.com,,Organic Search
10611722,,Michael Occhiuto,"Financial Advisor, Senior Vice President",,michael.occhiuto@rbc.com,,List Import
11159712,Inactive Investor,Andrew Ferraro,,Purshe Kaplan Sterling Investments Schwenksville PA Private Residence,aferraro@pksinvest.com,,Salesforce
10929995,Inactive Investor,Stephen Hough,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
172111,,?inh M?nh,,Ä?inh Máº¡nh,manhit96@gmail.com,,
11028977,Inactive Investor,Blake Bauer,Associate Wealth Manager,Clarity Capital Partners,bbauer@claritycapitalllc.com,,Salesforce
10931638,Inactive Investor,Michael Widener,Chief Operating Officer;Financial Advisor,Widener & Asher Asset Management LLC,mwidener@waamservices.com,,Salesforce
10859542,Inactive Investor,Ishaan Shah,Vice President,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",ishaan.shah@equitable.com,,Salesforce
123459,,Michael Goss,"Consultant, Fiduciary Investment Advisors",Fiducient Advisors Llc,mgoss@fiallc.com, +1 860 697 7411,
11149896,Inactive Investor,Ian Williams,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11107965,Inactive Investor,Justin Eggenberger,,Huntleigh Securities Corporation Dwight IL 108 E Main St,,,Salesforce
10611947,,Christine Telesco,"Financial Advisor, Senior Director",,christine.telesco@opco.com,,List Import
11159826,Inactive Investor,Wayne Wong,Executive Director,"SeaCrest Wealth Management, LLC San Francisco CA 505 Montgomery St",wwong@seacrestwm.com,,Salesforce
11195309,Inactive Investor,Jacob Risavi,,"Mercer Allied Company, L.P.",,,Salesforce
11125669,Inactive Investor,Nicholas Thompson,,"CNR Securities, LLC",nicholas.thompson@cnr.com,,Salesforce
11103538,Inactive Investor,Michael Oconnor,Senior Portfolio Manager;Senior Vice President,"Windham Financial Services, Inc.",,,Salesforce
9553645,,VISHAL SAHNI,,,vishalsahni@hotmail.com,,List import
11081929,Inactive Investor,Megan Eastman,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,megan.eastman@primerica.com,,Salesforce
11145009,Inactive Investor,Allen Meschel,,Meschel Wealth Management LLC,,,Salesforce
10836961,Inactive Investor,Allen Margolin,Financial Advisor;Vice President,Morgan Stanley Conshohocken PA 100 Front St,allen.margolin@morganstanley.com,,Salesforce
10802183,Inactive Investor,Suzanne Traxler,,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,suzanne.l.frazier@morganstanley.com,,Salesforce
11006935,Inactive Investor,Sara Newburn,,Thrivent Investment Management Inc.,sara.newburn@thrivent.com,,Salesforce
11057965,Inactive Investor,Jeffrey Jackson,,"Osaic Wealth, Inc. Jenks OK 120 E A St",,,Salesforce
10804813,Inactive Investor,Marie Cannon,Registered Client Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,,,Salesforce
11185333,Inactive Investor,Brian Davis,Premier Banker,"Wells Fargo Clearing Services, LLC Hastings MN 1360 S Frontage Rd",,,Salesforce
10913346,Inactive Investor,David Martins,Financial Advisor,Edward Jones Southbury CT 88 Main St S,david.martins@edwardjones.com,,Salesforce
9598061,,Desmond How,,,desmondhow@gaotengasset.com,,List import
10510417,,Lubna Jones,"senior vice president, partner",Hackney Jones Wealth Management,lubna.jones@wfafinet.com,,List Import
11058615,Inactive Investor,Wendeline Dill,,J.P. Morgan Securities LLC New York NY 277 Park Ave,wendeline.dill@jpmorgan.com,,Salesforce
9549594,,Karen Jones,,,karenjones@financialguide.com,,List import
9600841,,Daniel Meichelbock,,,daniel@mhandassociates.com,,List import
11146494,Inactive Investor,Jeffery Smith,Financial Advisor,Park Avenue Securities LLC Troutman NC 134 N Eastway Dr,,,Salesforce
10881124,Inactive Investor,Eric Anders,Investment Executive,"Fifth Third Securities, Inc. Round Lake IL 454 E Rollins Rd",eric.anders@53.com,,Salesforce
182907,,Greg Thome,,[Unknown],gregory@canapi.com,,Organic Search
11200370,Inactive Investor,Keith Smithers,Executive Director - Wealth Management;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Cornelius NC 17505 W Catawba Ave,keith.smithers@morganstanley.com,,Salesforce
10892953,Inactive Investor,Jordan Fournier,Financial Advisor;Wealth Advisor,LPL Financial LLC Prosper TX Private Residence,jordan.fournier@lpl.com,,Salesforce
10487299,,Marilyn Page,"Assistant Market Head, Executive Director",UBS Financial Services Inc.,marilyn.page@ubs.com,,List Import
9617557,,Vahe Dombalagian,,,vdombalagian@mdcp.com,,List import
11121194,Inactive Investor,William Humphrey,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,william.humphrey@leerink.com,,Salesforce
11161800,Inactive Investor,Nicole Lee,Wealth Management Analyst,Morgan Stanley San Francisco CA 555 California St,nicole.lee@morganstanleypwm.com,,Salesforce
11132013,Inactive Investor,Janise Brooks,Chief Operations Officer;President,PAX Financial Group,,,Salesforce
10978777,Inactive Investor,Benjamin Clark,Financial Advisor,"Cornermen Financial, LLC",ben@cornermenfinancial.com,,Salesforce
10983783,Inactive Investor,Matthew Bragg,,"Osaic Wealth, Inc.",,,Salesforce
338851,,Kyle Casella,Vice President,"Prospect Hill Growth Partners, L.p.",kcasella@jwchilds.com,617-753-1100,Manual List Upload
4500438,,Ainsey Beatrix,,,abigailpink@putrajayabaya.skom.id,,Web Form Fillout
4231328,,Eleftherios Laliotis,,,lefteris@swollet.com,,Web Form Fillout
11055072,Inactive Investor,Laura Pyatsky,,IDB Capital Corp.,,,Salesforce
226127,, -,,[[Unknown]],jes324@optonline.net,,Initial Salesforce Import
11032553,Inactive Investor,Aaron Lawry,Financial Advisor,LPL Financial LLC Madison WI 278 Junction Rd,aaron.lawry@lpl.com,,Salesforce
11220316,,Clayton Burke,,,clayton_burke@vanguard.com,,Other
11081892,Inactive Investor,Edmonde Bernier,,"Allstate Financial Services, LLC New Haven CT 977 State St",edmondebernier@allstate.com,,Salesforce
10612899,,Michael Minevich,Financial Advisor,,michael.minevich@lpl.com,,List Import
10962320,Inactive Investor,David Buenaventura,Chief Compliance Officer,Dark Horse Advisors LLC,,,Salesforce
9591372,,Colin McKay,,,izzymckaymail@gmail.com,,List import
10917807,Inactive Investor,Nicholas Fragoso,,"Osaic Wealth, Inc. La Mesa CA 7777 Alvarado Rd",,,Salesforce
9645329,,Ismael Rosario,,,rosarioismael@hotmail.com,,List import
9550423,,Benjamin Hanle,,,benjamin@monterosagroup.com,,List import
10827175,Inactive Investor,Jeffrey Meader,Senior Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",jeffrey.meader@wellsfargoadvisors.com,,Salesforce
11179764,Inactive Investor,Elizabeth Reynolds,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",elizabeth.reynolds@nm.com,,Salesforce
10788428,Inactive Investor,Kerry Hanifin,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kerry.hanifin@jpmorgan.com,,Salesforce
9618618,,Saul Goodman,,,outernet.man@gmail.com,,List import
10911997,Inactive Investor,James Galloway,,"Cambridge Investment Research, Inc. East Windsor CT 1 Pasco Dr",,,Salesforce
10834972,Inactive Investor,Glen Larsen,Chief Compliance Officer;Chief Executive Officer;Owner,Financial Advisory Services,,,Salesforce
6157600,,Andy Manyvong,,,airnoymanyvong9@gmail.com,,Web Form Fillout
11010347,Inactive Investor,Frank Benites,,"Osaic FS, Inc. Phoenix AZ 1830 W Whitton Ave",,,Salesforce
10921622,Inactive Investor,Rachel Weaver,Financial Planning Analyst;Investment Analyst,Fragasso Financial Advisors,rweaver@fragassoadvisors.com,,Salesforce
10835975,Inactive Investor,Francesco Federico,Client Associate,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",frank.federico@wellsfargo.com,,Salesforce
11267004,Active Investor,Shane Neman,,Shahriyar Neman GST Exempt Trust Established Under the Guita Neman Living Trust,me@shaneneman.com,,Salesforce
10614304,,Paul Thompson,Financial Advisor,,paul.thompson@ceterafs.com,,List Import
10764218,Inactive Investor,Lawrence Schwartz,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Fe NM 315 Paseo de Peralta",lawrence.e.schwartz@wellsfargoadvisors.com,,Salesforce
10661846,,Timothy Quinn,,,tquinn@quinnfp.com,,List import
9573134,,Michael Lynch,,,mlynch@gwnsecurities.com,,List import
11063791,Inactive Investor,Zachary Krause,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10486521,,Robert Coulter,Chief Compliance Officer,"Prospera Financial Services, Inc.",robert.coulter@prosperafinancial.com,,List Import
339230,,Bruce Weinstein,President,"Premier Southwest Planning Group, Llc",bruce@psbg.org,480-661-4071,Manual List Upload
352121,,Julie Snyder,"Vice President, Asset Management, Investor Relations","Klaff Realty, Lp",investorrelations@klaff.com,312-360-1234,Manual List Upload
9586751,,Viv Chabra,,,vivchabra@gmail.com,,List import
9567119,,Michael Peart,,,mpeart@embreefinancial.com,,List import
10868219,Inactive Investor,Charley Roberts,Financial Planner;Investment Advisor Representative,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",croberts@nextfinancial.com,,Salesforce
10906372,Inactive Investor,Maria Pettys,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",maria.pettys@usbank.com,,Salesforce
11106244,Inactive Investor,Madelyn Miller,Financial Advisor;Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,madelyn.miller@jpmorgan.com,,Salesforce
9565820,,Travis Stewart,,,travis.stewart@fidelity.com,,List import
10848649,Inactive Investor,Patrick Witheril,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Westbrook CT 1551 Boston Post Rd,pwitheril@janney.com,,Salesforce
350439,,Edmund Choo,Trader,Third Point LLC,echoo@thirdpoint.com,1-212-715-3492,Initial Salesforce Import
11092325,Inactive Investor,Robert Prins,Financial Advisor,Edward Jones Escanaba MI 2713 N Lincoln Rd,robert.prins@edwardjones.com,,Salesforce
11042742,Inactive Investor,Michael Burdine,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,michael.burdine@primerica.com,,Salesforce
11024241,Inactive Investor,Sarah Fulton,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",,,Salesforce
10977180,Inactive Investor,Cole Harmon,Financial Advisor Trainee,Edward Jones Crowley TX 801 FM 1187 E,cole.harmon@edwardjones.com,,Salesforce
10951405,Inactive Investor,Angele Gerten,Regional Leader;Regional Vice President,PFS Investments Inc. Goose Creek SC 105 Central Ave,agerten@primerica.com,,Salesforce
10802751,Inactive Investor,Philip Wetzel,Financial Advisor,"Strategic Financial Concepts, LLC Fort Worth TX 515 Houston St",pwetzel@sfcria.com,,Salesforce
10998319,Inactive Investor,Ramatoulie Mboob,,J.P. Morgan Securities LLC Marietta GA 2615 Dallas Hwy SW,ramatoulie.mboob@jpmorgan.com,,Salesforce
11123995,Inactive Investor,Jeremy Belingon,,Vanguard Marketing Corporation,jeremy_belingon@vanguard.com,,Salesforce
11219519,,Patricia Davies,,,patricia.davies@lpl.com,,Other
11017820,Inactive Investor,Erin Pollestad,,LPL Financial LLC Hallock MN 157 S 2nd St S,erin.pollestad@lpl.com,,Salesforce
249040,,SEOKJIN YOON,Head of Korea Market Trading,Korea Development Bank,yops@kdb.co.kr,,Manual List Upload
11001170,Inactive Investor,Hanna Rask,,"Great Valley Advisor Group, Inc. Hopkins MN 10900 Wayzata Blvd",hrask@greatvalleyadvisors.com,,Salesforce
10931990,Inactive Investor,Mark Riden,,State Farm VP Management Corp. Cleveland TN 4681 N Lee Hwy,,,Salesforce
11079244,Inactive Investor,Kelly Garton,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",kelly_garton@ml.com,,Salesforce
11058194,Inactive Investor,Stuart Berg,,PFS Investments Inc. Patchogue NY 475 E Main St,sberg.btg74@primerica.com,,Salesforce
56785,,Mitchell Scher,,Lincoln Financial Advisors Corporation,mitch.scher@lfg.com,646-532-3957,
10919411,Inactive Investor,Jimmy Jenkins,,GWN Securities Inc.,jjenkins@gwnsecurities.com,,Salesforce
11211267,Inactive Investor,Cody Lenguyen,,"Wells Fargo Clearing Services, LLC Huntington Beach CA 19840 Beach Blvd",,,Salesforce
10869119,Inactive Investor,Stephen Seltzer,Financial Consultant,"Equitable Advisors, LLC Binghamton NY 33 S Washington St",stephen.seltzer@equitable.com,,Salesforce
11215705,,Milton Elias,,,miltonelias88@gmail.com,7782466864,Web Form Fillout
345957,,Bradley Johnson,Member,Tradition Wealth Management Llc,brad.johnson@traditionwealthmanagement.com,952-563-6500,Manual List Upload
11119508,Inactive Investor,John Wahr,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",john.wahr@usbank.com,,Salesforce
11193397,Inactive Investor,Sarah Sculley,Chief Compliance Officer;Chief Operating Officer,Eton Advisors,sarah.sculley@etonadvisors.com,,Salesforce
11096220,Inactive Investor,Daniel Machado,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 4200 SW 152nd Ave,daniel.machado@jpmorgan.com,,Salesforce
9554449,,Kerry Wong,,,kerry.wong1@gmail.com,,List import
10935710,Inactive Investor,Jacquelyn Engel,Financial Advisor,LPL Financial LLC Muskegon MI 800 E Ellis Rd,jackie.engel@lpl.com,,Salesforce
10756330,Inactive Investor,Lauren Bauer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",lauren.bauer@ml.com,,Salesforce
11272698,,Skelton Matt,,,mskelton@burnsmcd.com,,Web Form Fillout
145932,,Kevin Strandberg,,[Unknown],kevin@npstrandberg.com,,
9547074,,Jon Reynolds,,,jroeny@gmail.com,,List import
123366,,Emily West,"Director, Vice President, Director Of Wealth Planning, Portfolio Manager",Fci Advisors,emily.west@fciadvisors.com,180-061-52536,Manual List Upload
11070844,Inactive Investor,Derek Vadnais,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",derek.vadnais@ml.com,,Salesforce
10753767,Inactive Investor,Allyn Shaw,,"Raymond James Financial Services, Inc. Draper UT 13907 S Minuteman Dr",allyn.shaw@raymondjames.com,,Salesforce
10772871,Inactive Investor,Jon Vilmar,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",jon_vilmar@ml.com,,Salesforce
10928903,Inactive Investor,Philip Waelbrock,Financial Advisor,Edward Jones Elk Grove CA 2230 Longport Ct,philip.waelbrock@edwardjones.com,,Salesforce
11137280,Inactive Investor,Michael Clements,Financial Advisor,LPL Financial LLC Toledo OH 3230 Central Park W,michael.clements@lpl.com,,Salesforce
10761124,Inactive Investor,Anita Bowman-Mccormick,Financial Advisor,Edward Jones Houston TX 13455 Cutten Rd,anita.bowman-mccormick@edwardjones.com,,Salesforce
10619739,,Chad Eisenberg,,,ceisenberg@vivaldicap.com,,List Import
10817812,Inactive Investor,Michael Broujos,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,michaelbroujos@statefarm.com,,Salesforce
9542631,,Alex K,,,corporate@intelex.io,,List import
9600120,,Tres Carpenter,,,tres.carpenter@zwjic.com,,List import
10902579,Inactive Investor,Kyle Foresman,,"Apollon Wealth Management, LLC Chicago IL Private Residence",,,Salesforce
228377,, -,,[[Unknown]],jphulston@gmail.com,,
9253738,,John Alo,,Kamakiuga,kamakiuga@gmail.com,4252198099,Web Form Fillout
11211337,Inactive Investor,Gevorg Grigoryan,,"Wells Fargo Clearing Services, LLC Sacramento CA 5700 Folsom Blvd",,,Salesforce
11198629,Inactive Investor,Timothy Sittler,,"Planning Works Advisory, Inc.",,,Salesforce
10917121,Inactive Investor,Karin Blakley,Financial Advisor,LPL Financial LLC Lynnwood WA 19401 40th Ave W,karin.blakley@lpl.com,,Salesforce
9619860,,Jonathan Shippee,,,jon.shippee@hlfg.com,,List import
11161779,Inactive Investor,Michelle Oosterwijk,Financial Advisor;Financial Planning Specialist,Morgan Stanley Baltimore MD 1201 Wills St,michelle.oosterwijk@morganstanley.com,,Salesforce
10884600,Inactive Investor,Mili Bhatia,Senior Branch Manager;Vice President,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,mili.bhatia@us.hsbc.com,,Salesforce
11000511,Inactive Investor,Orlando Price,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,oprice@primerica.com,,Salesforce
11147114,Inactive Investor,Colin Boutin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",colin.boutin@ml.com,,Salesforce
11029341,Inactive Investor,Carol Biladeau,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 1408 Currier Ln",carol.e.biladeau@ampf.com,,Salesforce
79369,,Brian Futch,Financial Advisor,"SunTrust Advisory Services, Inc.",brian.futch@suntrust.com,919-695-8254,
10945784,Inactive Investor,Romaben Patel,,"Wells Fargo Clearing Services, LLC Fremont CA 39265 Paseo Padre Pkwy",,,Salesforce
8290442,,Sami Labe,,,marshallgibbson@gmail.com,,Web Form Fillout
10768560,Inactive Investor,Roslyn Carter,Financial Advisor,"Wells Fargo Clearing Services, LLC Sun City Center FL 1701 Rickenbacker Dr",roslyn.carter@wellsfargoadvisors.com,,Salesforce
10798930,Inactive Investor,Peter Jennison,Member;Partner;Portfolio Manager,Edgewood Management LLC New York NY 535 Madison Ave,peter@edgewood.com,,Salesforce
11050073,Inactive Investor,Shay Girard,Relationship Management,Crimson Wealth Management Inc.,,,Salesforce
10885516,Inactive Investor,Douglas Burns,,LPL Financial LLC Beachwood OH 3750 Park East Dr,douglas.burns@lpl.com,,Salesforce
10873007,Inactive Investor,Vanessa Wineberg,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",vanessa.wineberg@raymondjames.com,,Salesforce
10967183,Inactive Investor,Tristan Geurts,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tristan_geurts@vanguard.com,,Salesforce
10986280,Inactive Investor,Keaton Secretan,Vice President;Wealth Advisor,JRS Wealth Management LLC,,,Salesforce
11120023,Inactive Investor,James McCoy,Financial Advisor,"Ameriprise Financial Services, LLC Riverside CA 5055 Canyon Crest Dr",james.l.mccoy@ampf.com,,Salesforce
9564881,,Titus Kinyui,,,tituskinyui@gmail.com,,List import
11048012,Inactive Investor,William Vanevera,Financial Advisor,"MML Investors Services, LLC Schenectady NY Private Residence",wvanevera@financialguide.com,,Salesforce
9613465,,Jaime Olazaba,,,jolazaba@icloud.com,,List import
11097350,Inactive Investor,Paulette Callas,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd W",paulette.callas@bofa.com,,Salesforce
11100629,Inactive Investor,Karen Almond,,LPL Financial LLC Richmond VA 9100 Arboretum Pkwy,karen.almond@lpl.com,,Salesforce
10769717,Inactive Investor,Deidre Clayton,,"Stifel, Nicolaus & Company, Incorporated Vero Beach FL 3150 Cardinal Dr",claytond@stifel.com,,Salesforce
10944790,Inactive Investor,Shawn Fiske,Financial Advisor,"Osaic Wealth, Inc. Taunton MA 135 Washington St",,,Salesforce
11032957,Inactive Investor,Liam Mcconnell,,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",,,Salesforce
10941763,Inactive Investor,Andrew Combs,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11117379,Inactive Investor,Derek Bartkow,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,dbartkow@ft.newyorklife.com,,Salesforce
9640903,,WONSUK SONG,,,swonsuk347@gmail.com,,List import
10871932,Inactive Investor,Joshua Goldberg,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Chicago IL 227 W Monroe St,jgoldberg@rockco.com,,Salesforce
11076987,Inactive Investor,Saba Solaimanizadeh,,Ally Invest Securities LLC,,,Salesforce
11101814,Inactive Investor,Timothy Malarkey,,"M Holdings Securities, Inc. Newtown PA 109 Pheasant Run",timothy.malarkey@mfin.com,,Salesforce
11020059,Inactive Investor,Kaniz Fatema,,Citigroup Global Markets Inc.,,,Salesforce
11173477,Inactive Investor,Landry Stephens,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",landry.stephens@nm.com,,Salesforce
10970005,Inactive Investor,Chelsea McAuliffe,Financial Consultant,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",chelsea.magliocca@equitable.com,,Salesforce
221236,,Darío Damián Sánchez Lois,,[Unknown],damiansanchezlois@gmail.com,,source
9639131,,Donna Heitzman,,,donna.heitzman@kkr.com,,List import
11203432,Inactive Investor,Chad Simon,Sales Advisor,"Managed Asset Portfolios, LLC",,,Salesforce
11203127,Inactive Investor,Eric Wood,,Huntleigh Securities Corporation,ewood@hntlgh.com,,Salesforce
10486688,,Beverly Surratt,"Senior Client Associate, Vice President","Wells Fargo Clearing Services, LLC",beverly.surratt@wellsfargoadvisors.com,,List Import
11167585,Inactive Investor,Rebecca Watkins,Relationship Manager;Senior Vice President,Key Investment Services LLC,rebecca.watkins@key.com,,Salesforce
11000195,Inactive Investor,Rudolph Surovick,,"Allstate Financial Services, LLC Cartersville GA 7 E Cherokee Ave",rudysurovick@allstate.com,,Salesforce
53628,,Leonard Golub,"Limited Partner, Chief Compliance Officer","New Capital Management, Lp",lg@newcapitalmgmt.com,800-724-9866,Manual List Upload
10993509,Inactive Investor,Kevin Purdy,,"Allstate Financial Services, LLC Amityville NY 805 Broadway",kevinpurdy@allstate.com,,Salesforce
10487806,,Paula Davis,"Managing Director, Partner","True North Advisors, LLC",pdavis@truenorthadvisors.com,,List Import
9635797,,Corey Roe,,,croe@aligncp.com,,List import
9562232,,Charla Misse,,,charla.misse@voyafa.com,,List import
11039379,Inactive Investor,Thomas Foster,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,thomas.foster@morganstanley.com,,Salesforce
11009877,Inactive Investor,Stephen Buckman,,"Allstate Financial Services, LLC Montgomery OH Private Residence",stephenbuckman@allstate.com,,Salesforce
11168113,Inactive Investor,David Wyss,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,david.wyss@ubs.com,,Salesforce
9607201,,Vamsi Jatla,,,jatlava@gmail.com,,List import
10487862,,John Sawyer,Limited Partner,"Twin Tree Management, LP",john.sawyer@gmail.com,,List Import
11178972,Inactive Investor,Charles Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11221034,,Brian Simon,,,bsimon@hlmnet.com,,List Import
205230,,Ethan Nola,,[Unknown],ethanola98@gmail.com,,
11070931,Inactive Investor,Samuel Murray,Chief Compliance Officer;Founder;Investment Advisor;Owner,"Murray Investment Management, LLC",,,Salesforce
1003083,Inactive Investor,Yitz Greenman,,Olami,yyitz@aol.com,,3rd Party Lead Gen
10783625,Inactive Investor,Janice Janjanin,,"Centaurus Financial, Inc. Youngstown OH 1045 Tiffany S",,,Salesforce
11128537,Inactive Investor,Sean Kirwan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sean.kirwan@ml.com,,Salesforce
11077794,Inactive Investor,Gerald Peden,,"Raymond James Financial Services, Inc. Georgetown DE 21035 Dupont Blvd",gerald.peden@raymondjames.com,,Salesforce
10945970,Inactive Investor,Joseph Papandrea,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joseph_papandrea@vanguard.com,,Salesforce
10916254,Inactive Investor,Joseph Benevento,,"RBC Capital Markets, LLC",,,Salesforce
11044410,Inactive Investor,George Barrow,Vice President,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
10940393,Inactive Investor,Timothy Gavin,Chief Compliance Officer;Director - Operations;Financial Advisor,"MCF Advisors, LLC",tgavin@mcfadvisors.com,,Salesforce
10584505,,Dean White,,,deanwhite1950s@yahoo.com,,Web Form Fillout
11098740,Inactive Investor,Alfonso Duarte Rioseco,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Houston TX 717 Texas St,alfonso.duarte@morganstanley.com,,Salesforce
11114199,Inactive Investor,Michael Staehely,Financial Advisor,Edward Jones Plainfield IL 24012 W Main St,michael.staehely@edwardjones.com,,Salesforce
10919268,Inactive Investor,Marc Hirtle,Chief Compliance Officer;Chief Executive Officer;Investment Advisor,"Meridian Financial Services, Inc.",,,Salesforce
10891243,Inactive Investor,Anthony Marrazzo,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,anthony.marrazzo@primerica.com,,Salesforce
10767818,Inactive Investor,Christopher Holloway,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",christopher_holloway@ml.com,,Salesforce
10852127,Inactive Investor,Christie Rhyne,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10771726,Inactive Investor,Victor Tomassini,Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,victor.tomassini@ubs.com,,Salesforce
10936292,Inactive Investor,John Schuele,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",john.schuele@mutualofomaha.com,,Salesforce
11146612,Inactive Investor,Rhoda Emezienna,,"Transamerica Financial Advisors, Inc Laurel MD 14203 Park Center Dr",rhoda.emezienna@tfaconnect.com,,Salesforce
233206,,Yoweri Egadu -,,Yoweri Egadu [[Unknown]],joelremnant@gmail.com,,Direct
9546183,,Robert Goodenough,,,robert.goodenough@voya.com,,List import
10999637,Inactive Investor,Henry Torres,,J.P. Morgan Securities LLC Howell NJ 4001 US Hwy 9,,,Salesforce
10616411,,Jody Christman,,,jody.christman@edwardjones.com,,List Import
10956806,Inactive Investor,Luis Brandi,,"Osaic Wealth, Inc. Chico CA Private Residence",,,Salesforce
10840304,Inactive Investor,Jason Colenda,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",jason.colenda@nm.com,,Salesforce
10603721,,Timothy Yates,"Chief Executive Officer, Director, Investment Committee, President","Commonfund OCIO, Inc.",tyates@cfund.org,,List Import
9607224,,Ryan Evans,,,revans77@icloud.com,,List import
10831598,Inactive Investor,Joseph Brockway,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joseph.brockway@ml.com,,Salesforce
11143100,Inactive Investor,Stephen Stroup,Vice President,Wedbush Securities Inc. Weatogue CT Private Residence,stephen.stroup@wedbush.com,,Salesforce
9584355,,Nicole Solinga-stasi,,,nsolinga-stasi@dclainc.com,,List import
11080009,Inactive Investor,Paul Brandenburg,Financial Advisor,Edward Jones Princeton IL 620 N Main St,paul.brandenburg@edwardjones.com,,Salesforce
10785671,Inactive Investor,Edward McElroy,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",edward.mcelroy@wellsfargoadvisors.com,,Salesforce
9623722,,Najmudin Jamal,,,najjamal@gmail.com,,List import
10881099,Inactive Investor,Brian Mittelstaedt,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,brian.mittelstaedt@jpmorgan.com,,Salesforce
226218,, -,,[[Unknown]],martin.schwarz@gmail.com,,Initial Salesforce Import
237217,, -,,[[Unknown]],jamiyahwilliford07@gmail.com,,
11072918,Inactive Investor,Dominic Riccabona,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",dominic.riccabona@nm.com,,Salesforce
9610955,,NEAL SEIDEMAN,,,seid1@optonline.net,,List import
11111796,Inactive Investor,Rainey Miller,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,rainey.miller@ubs.com,,Salesforce
11138515,Inactive Investor,Lindsey Golotko,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10835265,Inactive Investor,Charles Christensen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Manteca CA 250 Cherry Ln",charles.k.christensen@ampf.com,,Salesforce
11100299,Inactive Investor,Travis Ormsby,Financial Advisor;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Woodstock IL 2424 Lake Shore Dr",travis.ormsby@wfafinet.com,,Salesforce
11183718,Inactive Investor,Monica Galinari,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11074647,Inactive Investor,Nathan White,Chief Compliance Officer;Chief Financial Officer;Operations Principal;Vice President,"Midwestern Securities Trading Company, LLC",nwhite@midwesternsecurities.com,,Salesforce
9584298,,James Reding,,,jreding@pfaclient.com,,List import
6278557,,JOHA CEVORA,,,cevako3888@fandua.com,,Web Form Fillout
10818368,Inactive Investor,E Enstice,,"Realta Equities, Inc. Linwood NJ 222 New Rd",tenstice@coastal-one.com,,Salesforce
10878607,Inactive Investor,John Routten,Investment Associate,"Centaurus Financial, Inc. Williamsburg VA 211 McLaws Cir",,,Salesforce
11028256,Inactive Investor,Emily Bartolotta,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",bartolottae@stifel.com,,Salesforce
341567,,Robert Heaton,Managing Member,Cedar Valley Wealth Advisors,bob@cedarvalleywealth.com,319-266-6507,Manual List Upload
10861327,Inactive Investor,Clarence Morton,,PFS Investments Inc. Tyler TX 3362 S Southwest Loop 323,clarence.morton@primerica.com,,Salesforce
9571063,,Aaron Fink,,,afink@centerbridge.com,,List import
11022612,Inactive Investor,Shawn Sonka,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
341685,,Paul Hopgood,Portfolio Manager,Atlas Asset Management Llc,phopgood@atlas-am.com,787-781-1301,Manual List Upload
10881422,Inactive Investor,Jennifer Nei,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jennifer.nei@schwab.com,,Salesforce
10832914,Inactive Investor,Clayton Dennis,,PFS Investments Inc. Odessa TX 1811 E 42nd St,clayton.dennis@primerica.com,,Salesforce
10658602,,Ryan Zimmerman,,,rzimmerman@btig.com,,List Import
10757701,Inactive Investor,Eron Dahl,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",eron.dahl@schwab.com,,Salesforce
10494449,,Michael Perry,"Chief Compliance Officer, Managing Member","Retirement Advisors, LLC",mcp@retirementadvisorsllc.com,,List import
344885,,Sarah Busch,"Vice President, Investor Relations",Argosy Capital,sarah@argosycapital.com,610-971-9685,Manual List Upload
11063592,Inactive Investor,James Burns,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Director;Owner;President,"J.W.Burns & Company, Inc.",jburns@jwburns.com,,Salesforce
10994262,Inactive Investor,Tyrone Taylor,,Morgan Stanley,,,Salesforce
9618308,,Christopher White,,,chris@greenstonefund.com,,List import
10752334,Inactive Investor,Robin Goff,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",goffr@stifel.com,,Salesforce
11217001,,Louis Wilson,,,lwilson@stephens.com,,Other
10909802,Inactive Investor,Stephen Abbott,,LPL Financial LLC Farmingville NY 2410 N Ocean Ave,stephen.abbott@lpl.com,,Salesforce
10762104,Inactive Investor,Joseph Byrne,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",joseph_byrne@ml.com,,Salesforce
11075179,Inactive Investor,Gregory Scott,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Panama City FL 1022 W 23rd St",gscott5@ml.com,,Salesforce
11088116,Inactive Investor,Luis Strohmeier,Partner;Wealth Advisor,"Octavia Wealth Advisors LLC Miami, FL 2980 Mcfarlane Rd",lstrohmeier@octaviawa.com,,Salesforce
11034347,Inactive Investor,Kerri Voelker,,LPL Financial LLC Windsor CO Private Residence,kerri.voelker@lpl.com,,Salesforce
10906007,Inactive Investor,Walker Herzog,Financial Advisor,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",,,Salesforce
11193332,Inactive Investor,Christopher Janusek,Registered Client Associate,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",chris.janusek@wellsfargo.com,,Salesforce
10900432,Inactive Investor,Juan Peraza Lis,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,juan.peraza@gs.com,,Salesforce
10801564,Inactive Investor,Thomas Mills,Vice President - Investments;Wealth Advisor,UBS Financial Services Inc. Denver CO 4600 S Ulster St,thomas.c.mills@ubs.com,,Salesforce
11007429,Inactive Investor,Daniel Thorson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9570655,,Michael Gonzalez,,,mgonzalez@conquestcg.com,,List import
10802892,Inactive Investor,Michael Osborn,Financial Advisor,"Wells Fargo Clearing Services, LLC Melbourne FL 1970 W New Haven Ave",michael.osborn@wellsfargo.com,,Salesforce
10830346,Inactive Investor,Kelli A Price,Senior Retirement Plan Consultant;Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,kelli.price@ubs.com,,Salesforce
1896086,,Farley Browne,,,loocallonline@gmail.com,,
10937930,Inactive Investor,Patrick Newstrom,,Thrivent Investment Management Inc.,patrick.newstrom@thrivent.com,,Salesforce
11091482,Inactive Investor,James Riel,Financial Advisor,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",james.riel@wellsfargoadvisors.com,,Salesforce
10658162,,Keith Cogswell,,,cogswellk@ceteranetworks.com,,List Import
10760662,Inactive Investor,Ryan Kaplan,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",ryan.kaplan@schwab.com,,Salesforce
11142173,Inactive Investor,Jerome Clark,,"Northwestern Mutual Investment Services, LLC Lynchburg VA 409 Court St",,,Salesforce
10489545,,Kurt Petersen,"Financial Advisor, Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",kurt_petersen@ml.com,469-294-7952,List Import
10843581,Inactive Investor,Jeffrey Peters,Financial Advisor,"Ausdal Financial Partners, Inc. Bettendorf IA 2435 Kimberly Rd",,,Salesforce
333817,,Rasmussen Lee,,Investment Management Consultants,lrasmussen@hebcpa.com,702-869-0330,Manual List Upload
10959843,Inactive Investor,William Kilbourne,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
349755,,Bradley Ridinger,Managing Member,Lionsbridge Wealth Management Llc,bradley@lbwm.net,904-562-5194,Manual List Upload
9540522,,Ricardo Salinas Pilego,,Ricardo Benjamin Salinas Pilego,egsalceda@gruposalinas.com.mx,,3rd Party Lead Gen
10943065,Inactive Investor,Jomay Ng,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",jomay.ng@prudential.com,,Salesforce
10845086,Inactive Investor,Dante Cioni,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Hill CA 101 Gregory Ln",dante.r.cioni@ampf.com,,Salesforce
9547554,,Michael Parker,,,m.parkerx00@gmail.com,,List import
10865890,Inactive Investor,Angel Miller,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11158745,Inactive Investor,Michele Munson,,"First Command Brokerage Services, Inc. Virginia Beach VA 1 Columbus Ctr",mrmunson@firstcommand.com,,Salesforce
9605488,,Christian Asmussen,,,subscriptions@cwa.to,,List import
10849329,Inactive Investor,Marc Verdi,Chief Financial Officer;Director - Tax and Financial Planning,Godsey & Gibb Wealth Management,mverdi@godseyandgibb.com,,Salesforce
10929285,Inactive Investor,Amanda Smith,Registered Administrative Assistant,LPL Financial LLC Saint Charles MO 19 Research Park Ct,amanda.cornett@lpl.com,,Salesforce
10757203,Inactive Investor,Rhodes Palmer,,"Moors & Cabot, Inc. Lockport NY 744 Davison Rd",rpalmer@moorscabot.com,,Salesforce
11067198,Inactive Investor,David Doetsch,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",david.doetsch@schwab.com,,Salesforce
10872051,Inactive Investor,Steven Rain,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9626161,,Mario Janssens,,,mario004janssens@hotmail.com,,List import
9632560,,Patrick Carino,,,pcarino@wireresources.com,,List import
11048890,Inactive Investor,Linda Pyles,Financial Advisor,"Main Street Financial Solutions, LLC Newtown PA 503 Washington Ave",lkpyles@msfsolutions.com,,Salesforce
3537019,,Mohamed Ahmed,,,hyperactivestear@hotmail.com,,Web Form Fillout
11067313,Inactive Investor,Adlai Jew,,"Transamerica Financial Advisors, Inc Redwood City CA 390 Bridge Pkwy",adlai.jew@tfaconnect.com,,Salesforce
10969027,Inactive Investor,Ian Gray,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10794514,Inactive Investor,Michael Fiorenzo,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Grand Rapids MI 3347 Eagle Run Dr NE",michael.s.fiorenzo@ampf.com,,Salesforce
11033916,Inactive Investor,Debra Anderson,Relationship Manager,"Principal Securities, Inc. East Norriton PA Private Residence",anderson.deb@principal.com,,Salesforce
11077240,Inactive Investor,Anthony Sheldon,,State Farm VP Management Corp. Gonzales LA 14609 Airline Hwy,anthonysheldon@statefarm.com,,Salesforce
9632509,,Chris Rae,,,crae@elevationsecurities.com,,List import
9607219,,Rick Ruder,,,rruder7035@gmail.com,,List import
9617755,,Matthew Benjamin,,,msbenjamin@b7invest.com,,List import
117575,,Jay Tarasaria,,[Unknown],gsoex@aol.com,,source
9619553,,Jack Sondag,,,jack.sondag4@gmail.com,,List import
11033727,Inactive Investor,Peter Mclaughlin,,"Private Client Services, LLC",pmclaughlin@pcsbd.net,,Salesforce
11196551,Inactive Investor,Judith Mcfarlane,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
9605945,,Michael Resio,,,resiomichael@gmail.com,,List import
10932828,Inactive Investor,Cesar Delacerda,Chief Compliance Officer;Chief Executive Officer;Founder,EnvisionVest,cesar@envisionvest.com,,Salesforce
11023523,Inactive Investor,Jacob Shalz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10933551,Inactive Investor,Roshan Ajanee,,"Raymond James Financial Services, Inc. Carrollton TX 1220 W Trinity Mills Rd",roshan.ajanee@raymondjames.com,,Salesforce
10752616,Inactive Investor,Maria Cacia,Investment Advisor Representative,Wealthcare Advisory Partners LLC Merion Station PA Private Residence,,,Salesforce
11228872,Inactive Investor,Rizalito Jr Labsan,,J.P. Morgan Securities LLC San Francisco CA 2166 Chestnut St,,,Salesforce
9643202,,Gürkan Cüvito?lu,,,gurkancuvitoglu@gmail.com,,List import
10859297,Inactive Investor,Daniel Watren,Investment Advisor Representative,"Osaic Wealth, Inc. Versailles OH 10511 Kley Rd",,,Salesforce
10647160,,Geoffrey Luchetta,,,grluchetta@ft.newyorklife.com,,List import
10897669,Inactive Investor,Adam Ison,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11118717,Inactive Investor,Boya Place,Senior Wealth Strategy Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,boya.place@ubs.com,,Salesforce
11184482,Inactive Investor,Christian Batchelder,Owner;Principal,"Christian Curry Batchelder, CFP",,,Salesforce
105203,,Brendan White,,Individual,brendan.white@me.com,4157475567,
11232368,Inactive Investor,Gustavo Gonzalez,,PFS Investments Inc. Niceville FL 111 Bailey Dr,,,Salesforce
10614371,,Robert Loscalzo,Financial Advisor,,robert_loscalzo@glic.com,,List Import
11197447,Inactive Investor,John Mendes,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",johnmendes@financialguide.com,,Salesforce
10782955,Inactive Investor,Michael Cosimano,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.cosimano@fidelity.com,,Salesforce
10822643,Inactive Investor,Paul Hill,Financial Advisor,"Osaic Institutions, Inc. Newton Center MA 10 Langley Rd",phill@infinexgroup.com,,Salesforce
348393,,Richard Deitz,Fund Manager,Vr Advisory Services Ltd.,rdeitz@vr-capital.com, -712319,Manual List Upload
11213500,Inactive Investor,David Klaskin,Chief Executive Officer;Chief Investment Officer;Manager;Member;Regulatory Contact,"Oak Ridge Investments, LLC",dklaskin@oakridgeinvest.com,,Salesforce
9642014,,S Nandagopal,,,snandago12@gmail.com,,List import
10867212,Inactive Investor,Stephan Wisniowski,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",stephan.wisniowski@53.com,,Salesforce
10845479,Inactive Investor,Lashanda Manson,Supervisor,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 1525 W W T Harris Blvd",lashanda.manson@wellsfargoadvisors.com,,Salesforce
10891205,Inactive Investor,Marcus Busch,,Thrivent Investment Management Inc. Jefferson City MO 520 Ellis Blvd,marcus.busch@thrivent.com,,Salesforce
10769274,Inactive Investor,Terry Collins,,"Packerland Brokerage Services, Inc. Humbird WI Private Residence",terry_collins@packerlandbrokerage.com,,Salesforce
10861160,Inactive Investor,Carey Roebuck,Chief Compliance Officer;Designated Officer;Managing Member,"Carey S. Roebuck Financial Services, LLC",carey@roebuckfinancial.com,,Salesforce
10960815,Inactive Investor,Nicholas Smith,,"FBL Marketing Services, LLC Buffalo WY 44 S Lobban Ave",nicholas.smith@fblfinancial.com,,Salesforce
11107561,Inactive Investor,Stephen Escarcega,,PFS Investments Inc. Tucson AZ 7301 E 22nd St,stephen.escarcega@primerica.com,,Salesforce
9575330,,David Thielke,,,david.thielke@thrivent.com,,List import
11187577,Inactive Investor,Nicholas Bogdan,,"Raymond James Financial Services, Inc. New Port Richey FL 5709 Tidalwave Dr",nicholas.bogdan@raymondjames.com,,Salesforce
10957359,Inactive Investor,William Poland,,"Wells Fargo Clearing Services, LLC Denver CO 3155 E 1st Ave",,,Salesforce
143152,,Patrick Nord,"Founder, Managing Member, Managing Principal","Treetop Wealth Management, LLC",rnord@treetopwm.com,847-386-6707,
1002051,Inactive Investor,Jonathan Gilliland,Principal & CIO,Keller Enterprises,jgilliland@kellerllc.com, +1 318 442 6398,
10833248,Inactive Investor,Jeffrey Stealy,,"FBL Marketing Services, LLC Clear Lake IA 18 N 8th St",jeffrey.stealy@fbfs.com,,Salesforce
10773673,Inactive Investor,John Gander,,MWA Financial Services Inc. Fort Scott KS 14 S Main St,j.scott.gander@mwarep.org,,Salesforce
11218001,,Caleb Wood,,,caleb.wood@jpmorgan.com,,List Import
10823809,Inactive Investor,Tyler Sears,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",tyler.sears@ml.com,,Salesforce
10811017,Inactive Investor,Michael Schenk,Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Annapolis MD 410 Severn Ave,michael.schenk@morganstanley.com,,Salesforce
10877622,Inactive Investor,Ruben Blaya-Leyva,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",ruben.blaya-leyva@ml.com,,Salesforce
11202368,Inactive Investor,Jackson Bratton,Vice President,PFS Investments Inc. Russellville KY 251B Hopkinsville Rd,jbratton@primerica.com,,Salesforce
11181834,Inactive Investor,Leo Guedalia,,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",lguedalia@financialguide.com,,Salesforce
11121479,Inactive Investor,Gregory Frank,Financial Advisor,Commonwealth Financial Network Reading PA 2610 Westview Dr,gfrank@commonwealth.com,,Salesforce
10646728,,Joseph Jaensen,,,joseph.jaensen@wellsfargoadvisors.com,,List Import
10874667,Inactive Investor,Brian Kern,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
9546697,,Muhammad Zaky,,,zaky.crypto@gmail.com,,List import
11053346,Inactive Investor,Richard Wilt,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",richard_wilt@ml.com,,Salesforce
234549,, -,,[[Unknown]],keskinensarberke@gmail.com,,
10760323,Inactive Investor,Kevin Millsom,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,kevin.millsom@gs.com,,Salesforce
10855794,Inactive Investor,Murphy Coble,,"Geneos Wealth Management, Inc. Charlotte NC Private Residence",,,Salesforce
10755699,Inactive Investor,Christopher Hunter,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",christopher.r.hunter@ml.com,,Salesforce
10904684,Inactive Investor,Jena Cox Backes,Financial Advisor,Edward Jones Elk River MN 9000 Quantrelle Ave NE,jena.coxbackes@edwardjones.com,,Salesforce
10775139,Inactive Investor,Christopher Bunnell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",christopher.bunnell@ml.com,,Salesforce
11121327,Inactive Investor,Stephen Schug,,The O.N. Equity Sales Company Pendleton IN Private Residence,,,Salesforce
3070457,,Sierra Fidler,,,jamaicafidler@hotmail.com,,
10860724,Inactive Investor,Matthew Carter,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,matthew.carter@gs.com,,Salesforce
10878558,Inactive Investor,Mike McCoy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverside CA 4857 Arlington Ave",mike.b.mccoy@ampf.com,,Salesforce
10826602,Inactive Investor,Cindy Bryant,Financial Consultant,The AmeriFlex Group Tempe AZ 60 E Rio Salado Pkwy,,,Salesforce
11113122,Inactive Investor,Steve Allender,,"Cambridge Investment Research, Inc. Englewood CO 5600 S Quebec St",,,Salesforce
10966027,Inactive Investor,John McManus,,Sowell Management Cayucos CA Private Residence,,,Salesforce
10615129,,Anne Rutherford,"Financial Advisor, Vice President",,anne.a.rutherford@morganstanley.com,,List Import
10939751,Inactive Investor,Bradley Baltman,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10832283,Inactive Investor,Ryan Reed,,Country Capital Management Company Kansas City MO 8835 NW 63rd St,r.reed@countryfinancial.com,,Salesforce
10875151,Inactive Investor,Tomislav Dugandzic,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",tommy.dugandzic@nm.com,,Salesforce
10973108,Inactive Investor,Nicholas Curnutt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9559541,,Sharon Arnold,,,sharonarnold534@gmail.com,,List import
10838644,Inactive Investor,Peter Derosa,,GWN Securities Inc.,pderosa@gwnsecurities.com,,Salesforce
10977738,Inactive Investor,Charity Bolick,,"Wells Fargo Clearing Services, LLC Wilmington NC 1120 Military Cutoff Rd",,,Salesforce
119123,,Donna Kuhlman,"Financial Advisor, Financial Professional, Investment Advisor Representative","Voya Financial Advisors, Inc.",donna.kuhlman@voyafa.com,563-556-0272,
11136510,Inactive Investor,Alexandria Ulrich,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
10845481,Inactive Investor,Todd Vander Veer,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Wayne NJ 1401 Valley Rd,todd.vanderveer@jpmorgan.com,,Salesforce
9602530,,Christophe De Rijcke,,,cderijcke@gmail.com,,List import
11065293,Inactive Investor,James Combs,,"Level Four Financial, LLC",,,Salesforce
335943,, -,,[[Unknown]],jgbout@yahoo.com,,Direct
338487,,Daniel Gulino,Senior Vice President; General Counsel & Secretary,Ridgewood Energy Corporation,dgulino@ridgewoodenergy.com,201-447-9000,Manual List Upload
11194185,Inactive Investor,Lauren Stine,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",lauren.stine@tfaconnect.com,,Salesforce
352111,,Ian Griffiths,Director of Investor Relations,Dynamic Beta Investments Llc,igriffiths@beachheadcapital.com,646-837-7030,Manual List Upload
11103505,Inactive Investor,Wesley Sebacher,Advisor,"Moneta Group Investment Advisors, LLC",wsebacher@monetagroup.com,,Salesforce
11106486,Inactive Investor,Robert Kennedy,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Ocala FL 2303 SE 17th St,robert.kennedy@morganstanley.com,,Salesforce
10902511,Inactive Investor,George Dreher,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,george.dreher@primerica.com,,Salesforce
10831435,Inactive Investor,Jeffrey Rhame,Managing Director;Managing Member;Regulatory Contact;Senior Wealth Manager,Rhame & Gorrell Wealth Management,jeff@rgwealth.com,,Salesforce
11002542,Inactive Investor,Tekecia Thorns,,PFS Investments Inc. Pearland TX 1506 Broadway St,tthorns@primerica.com,,Salesforce
10926428,Inactive Investor,Jesus Leon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10936934,Inactive Investor,Lesley Kilcullin,Chief Compliance Officer;Financial Advisor;Managing Member;President,"Kilcullin Financial Life Planning, LLC Troy MO Private Residence",,,Salesforce
9543578,,Daniel Gunadi,,,daniel.gunadi@transamerica.com,,List import
9582731,,Caryn Borden,Operations Manager,"Prospera Financial Services, Inc.",caryn.borden@prosperafinancial.com,,List import
11161726,Inactive Investor,Jonathan Hoffman,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jonathanhoffman@financialguide.com,,Salesforce
11030557,Inactive Investor,Kahari Anderson,,J.P. Morgan Securities LLC Chicago IL 11721 S Halsted St,kahari.anderson@jpmorgan.com,,Salesforce
10916414,Inactive Investor,Tarik Bakir,Advisor;Managing Member,"TNT Asset Management, LLC",tarik.bakir@tntfinancial.com,,Salesforce
9547957,,Sean Olesen,,,sean.olesen@investment.cornell.edu,,List import
9645769,,Joel Peterson,,,joelpeterson229@gmail.com,,List import
11182653,Inactive Investor,Guy Battaglia,,PFS Investments Inc. Upland CA 151 D St,guy.battaglia@primerica.com,,Salesforce
11211566,Inactive Investor,Rose Hall,,Goldman Sachs & Co.,,,Salesforce
1003178,Inactive Investor,Mark Tepper,,Strategic Wealth Partners,mark@swpconnect.com,,
11002947,Inactive Investor,Kevin Dolan,Financial Consultant,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",kevin.dolan@equitable.com,,Salesforce
11179752,Inactive Investor,Mark Skubic,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",mark.skubic@nm.com,,Salesforce
11151301,Inactive Investor,Syed Askari,,"Northwestern Mutual Investment Services, LLC College Station TX 1711 Crescent Pointe Pkwy",hussain.askari@nm.com,,Salesforce
11190097,Inactive Investor,Jay Blanchard,,"Peak Brokerage Services, LLC Buffalo NY 305 Spindrift Dr",,,Salesforce
11194756,Inactive Investor,Kevin O'Brien,,"Ameritas Investment Company, LLC Metairie LA 3500 N Causeway Blvd",kobrien@ameritas.com,,Salesforce
10818770,Inactive Investor,Norman Lindahl,Chief Executive Officer;Regulatory Contact,Lindahl & Mansager Inc,,,Salesforce
10881738,Inactive Investor,Daniel Klein,Chief Compliance Officer;Financial Advisor;Managing Member;Senior Partner,"Lockshield Partners, Inc.",dan@lockshieldpartners.com,,Salesforce
10792639,Inactive Investor,Jefferson Tutt,Financial Advisor,Edward Jones Peachtree Corners GA 3295 River Exchange Dr,jefferson.tutt@edwardjones.com,,Salesforce
9511,,Jason Kruzyk,,N/A,jasonkruzyk@gmail.com,(860) 795-3688,Organic Search
1003021,Inactive Investor,Laurent Benichou,,AXA Investment Managers Paris,laurent.benichou@axa.com,,3rd Party Lead Gen
11172424,Inactive Investor,Douglas Bretz,,SECU Brokerage Services Cary NC 531 Walnut St,doug.bretz@ncsecu.org,,Salesforce
11209309,Inactive Investor,Reginald Rabb,,State Farm VP Management Corp. La Crosse WI 3454 Losey Blvd S,reggie.rabb.bfkm@statefarm.com,,Salesforce
11024142,Inactive Investor,Steven Stangel,,"Horace Mann Investors, Inc. Indianapolis IN 920 N Shadeland Ave",steven.stangel@horacemann.com,,Salesforce
10851109,Inactive Investor,Tina Hollar,Client Associate,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,thollar@rwbaird.com,,Salesforce
232068,, -,,[[Unknown]],urbanlouisvillechess@yahoo.com,,Organic Search
10815431,Inactive Investor,William Deacon,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",william_deacon@ml.com,,Salesforce
10647012,,Michelle Terhark,,,michelle.terhark@raymondjames.com,,List Import
10892553,Inactive Investor,Michael Loizzi,Advisor;Senior Vice President,Rockefeller Financial LLC Oak Brook IL 701 Harger Rd,mloizzi@rockco.com,,Salesforce
10852780,Inactive Investor,James Moser,Director,"Wells Fargo Advisors Financial Network, LLC Pensacola FL 316 S Baylen St",mike.moser@wellsfargoadvisors.com,,Salesforce
5045432,,Peter Wood,,,peterwood355@gmail.com,,Web form fillout
194506,,Jim Club,,[Unknown],jim1john2@yahoo.com,,source
11164383,Inactive Investor,Eunjoo Lee,,"Farmers Financial Solutions, LLC Pomona CA 3191 W Temple Ave",elee5@farmersagent.com,,Salesforce
11128956,Inactive Investor,Mark Paschall,Wealth Advisor,J.P. Morgan Securities LLC Washington DC 875 15th St NW,mark.paschall@jpmorgan.com,,Salesforce
10758964,Inactive Investor,Natasha Cooper,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",natasha.cooper@ml.com,,Salesforce
9620331,,shawn louis,,,shawnlouis1023@gmail.com,,List import
9546958,,Konstantin Kolesnik,,,kkv0310@gmail.com,,List import
11100502,Inactive Investor,Jeffrey Matchett Robles,Financial Planner;Principal,"Gordian Advisors, LLC",,,Salesforce
10606518,,John Tyers,"Board of Managers, President","Wells Fargo Advisors Financial Network, LLC",johntyers@yahoo.com,,List Import
10951895,Inactive Investor,John Kirtley,,NYLIFE Securities LLC Covington KY Private Residence,jkirtley@ft.newyorklife.com,,Salesforce
10948792,Inactive Investor,Marlon Tucker,,J.P. Morgan Securities LLC West Palm Beach FL 10160 Northlake Blvd,marlon.s.tucker@jpmorgan.com,,Salesforce
11201048,Inactive Investor,Lawrence Lawson,Financial Advisor,"Ameriprise Financial Services, LLC Milltown NJ 161 S Main St",larry.lawson@ampf.com,,Salesforce
11030328,Inactive Investor,Brian Schultz,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
9610738,,Attanan Chantanavicharn,,,attanan.pomme@gmail.com,,List import
9572003,,Ross Silvis,,,ross.silvis@erieinsurance.com,,List import
10612519,,Craig Frank,Financial Advisor,,craig.frank@ampf.com,,List Import
77055,,Drew Najjar,,"VALIC Financial Advisors, Inc.",drew.najjar@valic.com,941-480-1280,
11220951,,Laurie Ingwersen,,,laurie.ingwersen@allworthfinancial.com,,List Import
10930460,Inactive Investor,Scott Southerland,,"Raymond James Financial Services, Inc. High Point NC 300 N Main St",scott.southerland@raymondjames.com,,Salesforce
10774681,Inactive Investor,Robert Rocha,Financial Advisor;Senior Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,robert.rocha@morganstanley.com,,Salesforce
10940343,Inactive Investor,Arkadiusz Leoniuk,,Morgan Stanley,,,Salesforce
10994706,Inactive Investor,Jordan Pence,Client Service Associate,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",jordan.pence@raymondjames.com,,Salesforce
10494178,,Mike Mundt,,Stradley Ronon,mmundt@stradley.com,,List Import
10782274,Inactive Investor,Kristin Underwood,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",kristin.underwood@schwab.com,,Salesforce
10760358,Inactive Investor,Scott Sullivan,Managing Director,Robert W. Baird & Co. Incorporated,ssullivan@rwbaird.com,,Salesforce
11035257,Inactive Investor,Patrick Buettner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",patrick_buettner@ml.com,,Salesforce
10644466,,Leah Mccrady,,,lmccrady@metlife.com,,List Import
11178841,Inactive Investor,Timothy Elliott,,LPL Financial LLC Saint Louis MO 8000 Forsyth Blvd,,,Salesforce
10942665,Inactive Investor,Derek Herring,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10912591,Inactive Investor,Diego Berrocal Dejo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Spring TX 1599 Lake Robbins Dr",diego.berrocal@schwab.com,,Salesforce
11166412,Inactive Investor,Mary Hartrich,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",mary.hartrich@ml.com,,Salesforce
10892743,Inactive Investor,Scott McClaren,,Fidelity Brokerage Services LLC,,,Salesforce
11124639,Inactive Investor,Kristin Kling,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",kristin.saine@nm.com,,Salesforce
10949884,Inactive Investor,Jose Mon Castillo,,J.P. Morgan Securities LLC Deerfield Beach FL 1100 E Hillsboro Blvd,jose.mon-castillo@jpmorgan.com,,Salesforce
9553776,,David Parienti,,,david.parienti@gmail.com,,List import
10762010,Inactive Investor,Paul Lu,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",paul.lu@wellsfargoadvisors.com,,Salesforce
10962662,Inactive Investor,Andrew Lee,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",andrew.m.lee@nm.com,,Salesforce
9586118,,Athena Chang,,,athena.chang@mcleanam.com,,List import
9625422,,Gail Drake,,,drake.gv@gmail.com,,List import
9587099,,Vahid Darbanjafari,,,visabooking0097@gmail.com,,List import
11171105,Inactive Investor,Lenny Kisin,Chief Compliance Officer;Owner;President,Applied Capital,lenny.kisin@appliedcapitalllc.com,,Salesforce
11183712,Inactive Investor,Bethany Perrotti,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",,,Salesforce
9626227,,Alyssia Crump,,,aecrump20@gmail.com,,List import
10878251,Inactive Investor,David Ritrovato,Advisor,Bluesphere Advisors LLC,,,Salesforce
246227,,Not Provided,,Inspired Teams,jaegertucker@att.net,,Manual List Upload
118313,,William Nichols,Private Wealth Advisor,Lincoln Financial Advisors Corporation,william.nichols@lfg.com,615-846-3333,
11220358,,Phillip Wilson,,,pwilson@hbkswealth.com,,Other
10758384,Inactive Investor,Angela Carracino,,HSBC Securities (USA) Inc. Forest Hills NY 11835 Queens Blvd,angela.carracino@us.hsbc.com,,Salesforce
9583711,,Darold Adami,,,dadami@massmutual.com,,List import
10952712,Inactive Investor,Nick Edson,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9589282,,Shek Mun Choy,,,shekmun@yahoo.com,,List import
11185351,Inactive Investor,Shon Norris,Chief Compliance Officer;Member;Partner;President,Altamont Capital Management,snorris@altamontcm.com,,Salesforce
10817950,Inactive Investor,David Brochu,Regional Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,david.brochu@primerica.com,,Salesforce
11200997,Inactive Investor,Fred Claghorn,Senior Investment Executive,"Good Life Advisors, LLC Mount Pleasant SC 1124 Park West Blvd",fred.claghorn@goodlifefa.com,,Salesforce
10866676,Inactive Investor,Joshua Reidinger,Chief Executive Officer;President,"Waverly Advisors, LLC Birmingham AL 2500 Acton Park Ln",josh.reidinger@waverly-advisors.com,,Salesforce
10768745,Inactive Investor,Arif Ahmed,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,arif.ahmed@jpmorgan.com,,Salesforce
10999829,Inactive Investor,David Bushman,,"Kestra Investment Services, LLC Springville UT 2277 W 700 S",,,Salesforce
10788591,Inactive Investor,Karen Barnett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",,,Salesforce
10879385,Inactive Investor,Jonathon Fellows,Partner;Senior Consultant,Fiducient Advisors LLC,,,Salesforce
52239,,Ryan Backus,,"LaSalle St. Investment Advisors, L.L.C.",rbackus@lasallest.com,507-424-6338,
11061052,Inactive Investor,David Ellman,,LPL Financial LLC Oakland CA 3400 Lakeshore Ave,david.ellman@lpl.com,,Salesforce
11121045,Inactive Investor,Xiayi Shen,,Goldman Sachs & Co.,,,Salesforce
63572,,Aaron Thayer,,Thayer Flooring llc,thayerflooringllc@yahoo.com,18106182994,
11010849,Inactive Investor,Jose Gomez,,LPL Financial LLC Tullahoma TN 1611 N Jackson St,jose.gomez@lpl.com,,Salesforce
10798533,Inactive Investor,Kenneth Graber,,"Kestra Investment Services, LLC Smithsburg MD 12019 Bayer Dr",,,Salesforce
10841530,Inactive Investor,Joseph Guyton,Principal,Park Avenue Securities LLC Portsmouth NH 1 New Hampshire Ave,joseph_guyton@glic.com,,Salesforce
9558964,,Gary Hokin,,,gary@hokinadvisors.com,,List import
9609422,,william Cusack,,,wjcusack@gmail.com,,List import
10761810,Inactive Investor,Mark Thomas,Financial Advisor,Edward Jones Elk Grove CA 2230 Longport Ct,,,Salesforce
11027877,Inactive Investor,Arthur Keegan,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,akeegan@ft.newyorklife.com,,Salesforce
9551617,,Richard Landau,,,richardilandau@me.com,,List import
10914064,Inactive Investor,Nathan Larsen,Chief Investment Officer,"Executive Wealth Management, LLC",nlarsen@ewmadvisors.com,,Salesforce
10908059,Inactive Investor,Amber Chase,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",amber.chase@ml.com,,Salesforce
9579527,,Roy Bodinus,,,bodinus_roy@cbgfinancialplanning.com,,List import
10814822,Inactive Investor,Michael Corbett,Financial Advisor,Edward Jones Saint Charles IL 202 E Main St,michael.corbett@edwardjones.com,,Salesforce
10997270,Inactive Investor,John Mein,Associate,Edward Jones Kerrville TX 337 W Water St,john.mein@edwardjones.com,,Salesforce
10832120,Inactive Investor,Russell Green,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",russell_green@ml.com,,Salesforce
10786499,Inactive Investor,Kirk Camunez,Financial Advisor,Edward Jones Rancho Cordova CA 12150 Tributary Point Dr,kirk.camunez@edwardjones.com,,Salesforce
218381,,Michael Nystrom,,[Unknown],mikenystrom@comcast.net,,Direct
9596965,,Rolando Cardenas,,,cardesatanaz@gmail.com,,List import
11000926,Inactive Investor,Louie Maser,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",louie.maser@equitable.com,,Salesforce
11223280,,Hrachya Davtyan,,,rdavtyan@merceradvisors.com,,List Import
10901883,Inactive Investor,Gregory Kennedy,Financial Advisor,The Pinnacle Financial Group Huntington NY 58 New St,,,Salesforce
10966259,Inactive Investor,Britni Ensminger,Principal;Senior Advisor,LPL Financial LLC Stockport IA Private Residence,britni.ensminger@lpl.com,,Salesforce
10812527,Inactive Investor,Mark Long,Financial Advisor,Edward Jones Monroe GA 155 Bankers Blvd,mark.long@edwardjones.com,,Salesforce
11010581,Inactive Investor,Gursharan Tiwana,,State Farm VP Management Corp. Marysville WA 1517 10th St,,,Salesforce
11172806,Inactive Investor,Erin Lloyd,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,erin.large@fidelity.com,,Salesforce
10830189,Inactive Investor,Jason Holland,Chief Compliance Officer,"Starr-Mathews Financial, LLC",jholland@starrbenefits.com,,Salesforce
11131293,Inactive Investor,Andrew Wilkin,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",andrew.wilkin@ml.com,,Salesforce
10897943,Inactive Investor,Jennifer Murphy,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
352044,,Irene Rivera,Analyst,Albright Capital Management Lp,irivera@albrightcapital.com,202-370-3500,Manual List Upload
11092736,Inactive Investor,Paul Wheaton,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",paul.j.wheaton@ampf.com,,Salesforce
10929864,Inactive Investor,Jeffrey Odum,,"Raymond James Financial Services, Inc. Lexington TN 18 S Main St",jeffrey.odum@raymondjames.com,,Salesforce
10993059,Inactive Investor,Jessica Rajala,,"Kestra Investment Services, LLC Waycross GA 102 Lee Ave",,,Salesforce
114,,,,,tomwright309@126.com,,
11210850,Inactive Investor,Kimberly Penna,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manahawkin NJ 785 Rte 72 E",kimberly.penna@ml.com,,Salesforce
322232,,Jonathan Hendrickson,Financial Consultant,Thrivent Investment Management Inc.,jonathan.hendrickson@thrivent.com,508-709-7185,
9643703,,Cj Adair,,,cjadair150@outlook.com,,List import
11030894,Inactive Investor,Denisse Perez,,J.P. Morgan Securities LLC Yorkville IL 110 E Veterans Pkwy,,,Salesforce
67081,,Gerard Buchanan,,The Huntington Investment Company,gerard.buchanan@huntington.com,800-322-4600,
10785737,Inactive Investor,Kevin O'Hare,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,kevin.ohare@fmr.com,,Salesforce
10908632,Inactive Investor,Arthur Zeidman,,"Osaic FA, Inc. Grenada MS 208 S Main St",am.zeidman@lfg.com,,Salesforce
11176155,Inactive Investor,Jose Laszlo,,"Wells Fargo Clearing Services, LLC Norco CA 140 Hidden Valley Pkwy",,,Salesforce
10907326,Inactive Investor,Lisa Kalinowski,,"Raymond James & Associates, Inc. Kalamazoo MI 125 S Kalamazoo Mall",lisa.kalinowski@raymondjames.com,,Salesforce
11074266,Inactive Investor,Monique Lopez,Investment Advisor Representative;Member;Senior Associate,"SAS Financial Advisors, LLC.",monique@sasadvisors.com,,Salesforce
11182587,Inactive Investor,Kathleen Clancy,,State Farm VP Management Corp. Pennsburg PA 669 Main St,,,Salesforce
11059977,Inactive Investor,Michael Trombley,Financial Advisor;Managing Partner,Trombley Associates,mtrombley@trombleyassociates.com,,Salesforce
10981943,Inactive Investor,Jeffrey Lehmann,Chief Compliance Officer;Director - Operations,"Ballast, Inc.",jeff@ballastplan.com,,Salesforce
10901635,Inactive Investor,Petik Petrosyan,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",petik.petrosyan@ml.com,,Salesforce
10895212,Inactive Investor,Russell Parsons,Chief Compliance Officer;Owner;President,"Parsons Capital Management, LLC",,,Salesforce
10645811,,Jeannette Miyazono,,,jeannette.miyazono@nm.com,,List Import
10990887,Inactive Investor,Aleksander Tkachenko,,LPL Financial LLC Brentwood TN 5120 Maryland Way,aleksander.tkachenko@lpl.com,,Salesforce
11108642,Inactive Investor,Heather Brountas,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,,,Salesforce
11049150,Inactive Investor,Tina Baughman,,Cetera Advisor Networks LLC Fort Wayne IN 1910 Saint Joe Center Rd,tina.baughman@ceterawealth.com,,Salesforce
11202645,Inactive Investor,Christopher Antonelli,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,christopher.antonelli@fidelity.com,,Salesforce
11169100,Inactive Investor,Brian McDaid,Private Wealth Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",brian.mcdaid@ampf.com,,Salesforce
10919901,Inactive Investor,Robert Holland,,LPL Financial LLC Grants Pass OR 204 NW E St,,,Salesforce
10998605,Inactive Investor,Elizabeth Sharabi,,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",,,Salesforce
11209510,Inactive Investor,Dehaven Becker,,"Steward Partners Investment Solutions, LLC Fort Collins CO 2950 E Harmony Rd",dehaven.becker@stewardpartners.com,,Salesforce
10915689,Inactive Investor,Adil Selimovic,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11065067,Inactive Investor,Paula Terry,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Meridian ID 220 W Cherry Ln",paula.terry@usbank.com,,Salesforce
10837875,Inactive Investor,Sanford Simmons,,"Saxony Securities, Inc. Castle Rock CO 115 Wilcox St",ssimmons@saxonysecurities.com,,Salesforce
10763274,Inactive Investor,Theodore Wood,Financial Advisor,"Wells Fargo Clearing Services, LLC Saratoga Springs NY 37 Henry St",theodore.wood@wellsfargoadvisors.com,,Salesforce
10878587,Inactive Investor,Andrew Meredith,Financial Advisor,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,ameredith@janney.com,,Salesforce
10860826,Inactive Investor,Leonard Golub,Advisor;Chief Compliance Officer;Limited Partner,"New Capital Management, LP",lg@newcapitalmgmt.com,,Salesforce
10801155,Inactive Investor,Jeanette Cox,Financial Advisor,Morgan Stanley Denver CO 1550 Market St,jeanette.cox@morganstanley.com,,Salesforce
11038269,Inactive Investor,Ana Cuadras,Client Service Associate,Morgan Stanley San Diego CA 101 W Broadway,ana.cuadras@morganstanley.com,,Salesforce
10768132,Inactive Investor,Charles Patterson,,PFS Investments Inc. Morrow GA 1115 Mount Zion Rd,charles.patterson@primerica.com,,Salesforce
10880936,Inactive Investor,John Knight,Chief Compliance Officer;Financial Advisor;Managing Member;Portfolio Manager,Lamberson Knight Wealth Management LLC,,,Salesforce
11122807,Inactive Investor,Suhrob Karimov,Financial Advisor,Edward Jones Frisco TX 8501 Wade Blvd,rob.karimov@edwardjones.com,,Salesforce
10841306,Inactive Investor,Brian Simkin,,Cetera Financial Specialists LLC Arlington Heights IL 3208 N Salk Rd,brian.simkin@ceterafs.com,,Salesforce
11152844,Inactive Investor,Amanda Blumhoff,,MWA Financial Services Inc.,a.blumhoff@mwarep.org,,Salesforce
11027290,Inactive Investor,Roger Wiltse,Assistant Vice President,LPL Financial LLC,roger.wiltse@lpl.com,,Salesforce
11092393,Inactive Investor,Deborah West,Senior Client Specialist,Robert W. Baird & Co. Incorporated Deforest WI Private Residence,dwest@rwbaird.com,,Salesforce
11069640,Inactive Investor,John Bodovitz,,"Western International Securities, Inc. Newport Beach CA 660 Newport Center Dr",jbodovitz@wisdirect.com,,Salesforce
11201191,Inactive Investor,Sarah Ponder,Chief Compliance Officer;Financial Planner;Founder,Real Wealth Planning,sarah@realestatewealthplanning.com,,Salesforce
10887407,Inactive Investor,Brian Hoffman,Private Wealth Advisor;Senior Financial Advisor,Gladstone Wealth Partners Bedminster NJ 1545 US Hwy 206,brian.hoffman@gladstonewealth.com,,Salesforce
9635272,,Daniel Segall,,,dsegall@lubertadler.com,,List import
11040241,Inactive Investor,Robert Mark,Analyst;Founder;Manager,"St. James Investment Company, LLC",robert@stjic.com,,Salesforce
11141765,Inactive Investor,Jeffrey Dahle,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,jdahle@primerica.com,,Salesforce
11046102,Inactive Investor,Daniel Uecker,Financial Advisor,Pankonin Financial Group Gaylord MN 335 Main Ave,,,Salesforce
9546088,,Joseph Scheid,,,jscheid@massmutual.com,,List import
10908951,Inactive Investor,Cory Hodyniak,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",cory.hodyniak@ml.com,,Salesforce
11143666,Inactive Investor,Bryan Schenk,,BNY Mellon Securities Corporation Boston MA 201 Washington St,bryan.schenk@bnymellon.com,,Salesforce
10910482,Inactive Investor,Brittny Allred,Analyst;Portfolio Manager;Principal;Vice President,Luther King Capital Management Corporation,ballred@lkcm.com,,Salesforce
11133446,Inactive Investor,John McGee,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,john.mcgee@ubs.com,,Salesforce
10877221,Inactive Investor,Kyle Duran,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,kyle.duran@fidelity.com,,Salesforce
11201798,Inactive Investor,Anne Jacobs,,LPL Financial LLC Atlanta GA 300 Galleria Pkwy SE,anne.jacobs@lpl.com,,Salesforce
11187699,Inactive Investor,Allan Strange,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,astrange@janney.com,,Salesforce
11087508,Inactive Investor,Nathaniel Linford,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,nathaniel.linford@fmr.com,,Salesforce
10919763,Inactive Investor,Jennifer Kahl,,"NewEdge Securities, Inc. Westlake OH 1991 Crocker Rd",,,Salesforce
11032997,Inactive Investor,Abdoulaye Diakite,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10878474,Inactive Investor,Michael Bibilos,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
37998,,Steven Clasen,Financial Consultant,Thrivent Investment Management Inc.,steve.clasen@thrivent.com,262-546-0600,
11138870,Inactive Investor,Adam Sawchak,,"Larson Financial Securities, LLC Chesterfield MO 14567 N Outer 40 Rd",adam.sawchak@larsonfinancial.com,,Salesforce
10932730,Inactive Investor,Jonathon Cooley,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10961764,Inactive Investor,Melissa Rosa,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,mrosa@primerica.com,,Salesforce
11222911,,Juda Schechter,,,jay.schechter@marinerwealthadvisors.com,,List Import
9548435,,Evan Septhian Batista,,,batistaevan90@gmail.com,,List import
10563215,,Christian Savu,,,mchlsa8@aol.com,,Web Form Fillout
160475,,Eff Ggg,,[Unknown],kanelmaki@gmail.com,,Paid Social
374032,,Mason Eways,,[Unknown],mason.eways@gmail.com,,source
10866729,Inactive Investor,Justin Filippone,,Cetera Investment Services LLC Latham NY 43 British American Blvd,justin.filippone@ceterainvestors.com,,Salesforce
10961476,Inactive Investor,Nickolas Magora,,"Signature Equity Partners, LLC Westerville OH 670 Meridian Way",,,Salesforce
10761787,Inactive Investor,Daniel Zalcman,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,daniel.zalcman@ubs.com,,Salesforce
10617407,,Priya Anna Fagan,,,priya.wad@jpmorgan.com,,List Import
10977112,Inactive Investor,John Boger,,J.P. Morgan Securities LLC Fort Wayne IN 5745 Falls Dr,johnmichael.boger@chase.com,,Salesforce
10510565,,Michael Denmark,Research Trader,First Manhattan Co.,mdenmark@firstmanhattan.com,,List Import
5186837,,Ken Smith,,,ksmithaiea@aol.com,,Web Form Fillout
10940448,Inactive Investor,Harrison Grandgenett,Client Specialist,Robert W. Baird & Co. Incorporated Saint Paul MN 30 7th St E,,,Salesforce
10994104,Inactive Investor,Usha Ganesh,,J.P. Morgan Securities LLC Huntington Woods MI 26363 Woodward Ave,usha.ganesh@chase.com,,Salesforce
11109665,Inactive Investor,Louis La Medica,Financial Professional,"Pruco Securities, LLC. Caldwell NJ 185 Fairfield Ave",ouis.lamedica@prudential.com,,Salesforce
11172598,Inactive Investor,Kevin Ma,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,,,Salesforce
9641889,,Lloyd Rochester,,,lrochester@castlehalldiligence.com,,List import
11001349,Inactive Investor,Salem Dabit,,"Wells Fargo Clearing Services, LLC San Bruno CA 875 El Camino Real",salem.f.dabit@wellsfargo.com,,Salesforce
11194873,Inactive Investor,Bryan Richter,,"Farmers Financial Solutions, LLC Port Aransas TX 2107 State Hwy 361",brichter@farmersagent.com,,Salesforce
9643084,,Dave Danckaerts,,,info@danckaerts.be,,List import
10757141,Inactive Investor,Kevin Skogsberg,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Sugar Grove IL 330 Division Dr",kevin.skogsberg@benjaminfedwards.com,,Salesforce
10979287,Inactive Investor,Kailee Olsen,,J.P. Morgan Securities LLC Sterling Heights MI 33051 Schoenherr Rd,kailee.a.olsen@chase.com,,Salesforce
9566237,,Jason Lach,,,jlach@royalaa.com,,List import
11091121,Inactive Investor,Leroy Franck,,Cetera Financial Specialists LLC Knoxville IA 110 S 2nd St,,,Salesforce
11136955,Inactive Investor,Peter Lopez,,"World Investments, Inc.",peterlopez@tfsrep.com,,Salesforce
10489016,,Thomas Miller,,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",tm91@aol.com,,List Import
10930169,Inactive Investor,Caroline Daniel,,"Farmers Financial Solutions, LLC Newhall CA 23681 Newhall Ave",,,Salesforce
343289,,Caleb Shough,,[Unknown],cshough@bkd.com,,
11098065,Inactive Investor,Keith Cho,Chief Compliance Officer;Managing Partner,Gramercy Strategic Capital LLC,,,Salesforce
348536,,Edward Hurwitz,Managing Director,Mpm Asset Management Llc,ehurwitz@mpmcapital.com,617-425-9200,Manual List Upload
10793493,Inactive Investor,Jeffrey Boone,,"Truist Investment Services, Inc. Memphis TN 3585 Hacks Cross Rd",jeff.boone@truist.com,,Salesforce
10486709,,Kelly Sculpher,Financial Advisor,Edward Jones,kohlson@bellsouth.net,,List Import
52690,,??????? ?????,,Russia,nikon03.byr@mail.ru,,
10855566,Inactive Investor,Joshua Purdy,Advisor;Lead Financial Advisor,McClarren Financial Advisors,josh@mcclarren.com,,Salesforce
11142854,Inactive Investor,Gregory Farber,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Amarillo TX 7840 Hillside Rd",,,Salesforce
11184438,Inactive Investor,Frank Gavidia,Chief Compliance Officer;Managing Partner;President,"Globe & Anchor Wealth Management & Financial Planning, LLC Walnut Creek CA 1470 Maria Ln",,,Salesforce
10758095,Inactive Investor,Christian Ellis,,"Charles Schwab & Co., Inc. Tampa FL Private Residence",christian.ellis@schwab.com,,Salesforce
10784281,Inactive Investor,Thomas Firth,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",thomas.firth@bofa.com,,Salesforce
10938239,Inactive Investor,Michael Noviello,,"Osaic Wealth, Inc. Brewster NY Private Residence",,,Salesforce
11121389,Inactive Investor,Laura Bouslough,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",laura.bouslough@nm.com,,Salesforce
11207681,Inactive Investor,Lina Parkhurst,,LPL Financial LLC New Hartford NY 6 New Hartford Shopping Ctr,lina.parkhurst@lpl.com,,Salesforce
372233,,Jon Beard,,United States,jon.m.beard@gmail.com,,Salesforce
10907768,Inactive Investor,Joseph Clark,Director,"Praetorian Guard, A Division of Praetorian Wealth Management, Inc",jclark@praetorianguard.biz,,Salesforce
11145189,Inactive Investor,Jeffrey Young,Financial Advisor;Vice President,Morgan Stanley Eugene OR 975 Oak St,jeffrey.young@morganstanley.com,,Salesforce
9641733,,John Sesta,,,allodial@verizon.net,,List import
10806713,Inactive Investor,Joel Phillippi,Chief Compliance Officer;Managing Member;President,"Valley View Management Co., LLC Eden Prairie MN 9975 Valley View Rd",,,Salesforce
9560279,,Peter Emmanuel,,,crimps-florist0u@icloud.com,,List import
5158675,,kim sok,,,vafic33860@klblogs.com,,Web Form Fillout
11146271,Inactive Investor,Curtis Harris,,"Cambridge Investment Research, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
10812167,Inactive Investor,Louis Albenga,Chief Compliance Officer,"Capital Wealth Planning, LLC Naples FL 1016 Collier Center Way",lalbenga@capitalwealthplanning.com,,Salesforce
10494486,,Brandon Lanz,Managing Partner,49 Financial,brandon.lanz@49financial.com,,List Import
40983,,Nicholas Rasmussen,Financial Consultant,Thrivent Investment Management Inc.,nicholas.rasmussen@thrivent.com,651-243-7139,
11234406,Inactive Investor,Aemilia Ferreira,Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10828453,Inactive Investor,Thomas Boudreau,Financial Advisor,Edward Jones Baton Rouge LA 14635 S Harrells Ferry Rd,tony.boudreau@edwardjones.com,,Salesforce
10927137,Inactive Investor,Parrish Mackey,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10943452,Inactive Investor,Michael Becker,Partner,"Toberman Becker Wealth, LLC",,,Salesforce
9609348,,Kent Mollenkamp,,,kmollenkamp@wisc.edu,,List import
11177733,Inactive Investor,Edward Moyzes,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",edward.moyzes@nm.com,,Salesforce
11065014,Inactive Investor,Sheryl Daugherty,,"Raymond James Financial Services, Inc. Kokomo IN 400 W Sycamore St",sheryl.daugherty@raymondjames.com,,Salesforce
11234111,Inactive Investor,Dylan Veatch,,"HighTower Securities, LLC",,,Salesforce
11143566,Inactive Investor,Ralph Rush,Senior Vice President - Investments,Davenport & Company LLC Charlottesville VA 600 E Water St,rrush@investdavenport.com,,Salesforce
11021359,Inactive Investor,Kaysie Ludewig,,Commonwealth Financial Network Willard OH 205 S Myrtle Ave,kludewig@commonwealth.com,,Salesforce
10825102,Inactive Investor,Kevin Mahoney,Managing Director - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. West Nyack NY 1 Crosfield Ave",,,Salesforce
373479,,Vishal Dutta,,[Unknown],vishal.dutta@gmail.com,,source
11074282,Inactive Investor,Kenneth Pogson,Owner;Partner;Portfolio Manager,Pogson & Matt Wealth Management Group,ken@pogsonmatt.com,,Salesforce
11107070,Inactive Investor,Christen Kiefer,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 9724 Kingston Pike",christen.e.kiefer@ampf.com,,Salesforce
11155995,Inactive Investor,Kane Wallsmith,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",kane.wallsmith@schwab.com,,Salesforce
1002557,Inactive Investor,Devon Francis,Field Consultant,DiMeo Schneider & Associates,dfrancis@dimeoschneider.com,(312) 853-1000,
10769968,Inactive Investor,Gaylord Mussman,,State Farm VP Management Corp. Fremont NE 1455 N Bell St,gaylord.mussman.b6hm@statefarm.com,,Salesforce
9584537,,Joseph Hosler,Managing Principal,Auour Investments,jhosler@auour.com,,List import
6596024,,Chris King,,,kingc@ceteranetworks.com,,Web form fillout
11191475,Inactive Investor,Benjamin Toben,Financial Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
11043478,Inactive Investor,Valentina Fickler,,Vanguard Marketing Corporation,valentina_fickler@vanguard.com,,Salesforce
11095857,Inactive Investor,Kristine Kanno,Founder;Wealth Advisor,Kanno Capital,,,Salesforce
10884737,Inactive Investor,Anthony Landau,,"Popa Financial Services, Inc. Pittsburgh PA Private Residence",,,Salesforce
11082120,Inactive Investor,Angela Klosterman,Premier Relationship Banker,"First Citizens Investor Services, Inc. Columbia SC 1212 Main St",angela.klosterman@firstcitizens.com,,Salesforce
10998197,Inactive Investor,Bret Kinzler,,"Osaic Institutions, Inc. Fargo ND 51 Broadway N",,,Salesforce
11170439,Inactive Investor,Ange Youan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9606704,,Roland Schwinn,,,roland.schwinn@mac.com,,List import
11189541,Inactive Investor,Daniel Sappenfield,,"Cambridge Investment Research, Inc. Villa Grove IL 1 N Sycamore St",,,Salesforce
9614327,,Vanessa Wan,,,vwan@phn.com,,List import
10907783,Inactive Investor,Carlos Perez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Houston TX 14400 Memorial Dr,carlos.perez@jpmorgan.com,,Salesforce
9644126,,Liao Yuecheng,,,120516445@qq.com,,List import
10820733,Inactive Investor,Worth Clark,,"Grove Point Investments, LLC Washington DC 5431 Connecticut Ave NW",,,Salesforce
11178356,Inactive Investor,Matthew Lane,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10849229,Inactive Investor,Patrick Dickey,,State Farm VP Management Corp. Pittsburgh PA 1019 Perry Hwy,pat.dickey.lnlg@statefarm.com,,Salesforce
9595302,,Jason Craig,,,jcraig@iconiqcapital.com,,List import
10818220,Inactive Investor,Anastasia Duble,Financial Advisor;Vice President,"RBC Capital Markets, LLC Marietta OH 326 3rd St",anastasia.duble@rbc.com,,Salesforce
11102866,Inactive Investor,Patricia De Haven,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",patricia.dehaven@nm.com,,Salesforce
10875398,Inactive Investor,Elizabeth Nierzwicki,Financial Advisor,"Corda Investment Management, LLC Broomfield CO 390 Interlocken Cres",elizabeth.nierzwicki@ml.com,,Salesforce
10848709,Inactive Investor,Evan Bedel,President,Bedel Financial Consulting Inc,bedel@bedelfinancial.com,,Salesforce
351329,,Cliff Brown,"Senior Vice President, Wealth Management",Evesham Capital Management,cbrown@eveshamcapital.com,856-222-0098,Manual List Upload
5312561,,Md Masum PARVEJ YASIN,,,masumparbez24@gmail.com,,Web Form Fillout
9626005,,Kyle Rogers,,,waynetechinvesting@gmail.com,,List import
11033729,Inactive Investor,Gwendolyn Crumbly,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,gcrumbly@primerica.com,,Salesforce
335364,,Jackie Narraph,Receptionist,"Monomoy Capital Management, L.p.",jnarraph@mcpfunds.com,212-225-9370,Manual List Upload
10880938,Inactive Investor,Aline Fisher,,"MML Investors Services, LLC Boca Raton FL Private Residence",afisher@financialguide.com,,Salesforce
11219915,,Mark Devaul,,,mdevaul@tlcadvisory.com,,Other
11127149,Inactive Investor,Leah Davis,Senior Client Specialist,Robert W. Baird & Co. Incorporated,lmdavis@rwbaird.com,,Salesforce
11009342,Inactive Investor,Judi Mancini,,LPL Financial LLC Sierra Vista AZ 470 E Fry Blvd,judi.mancini@lpl.com,,Salesforce
9595147,,Lynn Orr,,,lynnorr@lhocmg.com,,List import
10846335,Inactive Investor,Wilbur Mann,Financial Advisor,LPL Financial LLC Cheshire CT 908 S Meriden Rd,bill.mann@lpl.com,,Salesforce
10932282,Inactive Investor,Michael Porzucek,,"IFP Securities, LLC Fayetteville NY 208 S Manlius St",,,Salesforce
11200270,Inactive Investor,Jonathan Montgomery,Associate Vice President,"Stifel, Nicolaus & Company, Incorporated Mcallen TX 4300 N 10th St",j.montgomery@stifel.com,,Salesforce
10870246,Inactive Investor,Stephen Franko,,"Independence Capital Co., Inc. Mount Vernon OH 1215 Yauger Rd",,,Salesforce
11165138,Inactive Investor,Taylor Ferry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",taylor.ferry@ml.com,,Salesforce
10784694,Inactive Investor,Jeffrey Durkee,Market Director - Wealth Management,J.P. Morgan Securities LLC Austin TX 701 E Stassney Ln,jeffrey.w.durkee@jpmorgan.com,,Salesforce
10945674,Inactive Investor,David Lee,,LPL Financial LLC Spring TX 9 Postvine Ct,david.lee@lpl.com,,Salesforce
42572,,Sandra Lackhouse,"Client Service Manager, Vice President, Wealth Advisor","Mesirow Financial Investment Management, Inc.",slackhouse@mesirowfinancial.com,312-595-6482,
10647199,,Chris Gillard,,,chris.gillard@edwardjones.com,,List Import
9575261,,Teresa Owsley,,,towsley@stratoswealthpartners.com,,List import
10779285,Inactive Investor,Adam McConnell,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley New Orleans LA 1100 Poydras St,adam.mcconnell@morganstanley.com,,Salesforce
246358,,Not Provided,,"TCG, LLC",brucemonnier@gmail.com,,Manual List Upload
11042072,Inactive Investor,Thomas Bechtel,,J.P. Morgan Securities LLC Chicago IL 238 N State St,thomas.bechtel@jpmorgan.com,,Salesforce
10897450,Inactive Investor,David Oesch,Financial Advisor,Edward Jones Chattanooga TN 121 Forest Ave,david.oesch@edwardjones.com,,Salesforce
11104175,Inactive Investor,Donna Carpenter,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",donna.carpenter@ampf.com,,Salesforce
11068455,Inactive Investor,Zachary Banas,,"MML Investors Services, LLC Boston MA 280 Congress St",zbanas@financialguide.com,,Salesforce
349221,,Michael Malloy,Partner,"Atlanta Consulting Group Advisors, Llc",michael.malloy@theatlantaconsultinggroup.com,888-317-2810,Manual List Upload
9579141,,Bernard McCall,,,bmccall@ayco.com,,List import
11159073,Inactive Investor,Deborah Martin,,"Raymond James & Associates, Inc. Winter Haven FL 141 5th St NW",deborah.martin@raymondjames.com,,Salesforce
6429137,,kfg gyik,,,kepeto1576@brandoza.com,,Web Form Fillout
10902310,Inactive Investor,Travis Bowen,Founder;Owner;President,BLPG Investments,,,Salesforce
11254569,Inactive Investor,Alexander Choi,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,alex.choi@morganstanley.com,,Salesforce
10786256,Inactive Investor,Peter Landry,,Fidelity Brokerage Services LLC,peter.landry@fidelity.com,,Salesforce
10838557,Inactive Investor,Anil Maharaj,,PFS Investments Inc. Dallas TX 13155 Noel Rd,anil.maharaj@primerica.com,,Salesforce
10690019,,Khurshid Khoja,,,khurshid@greenbridgelaw.com,,Web Form Fillout
11018593,Inactive Investor,Sean Gray,,"Empower Financial Services, Inc",sean.gray@empower.com,,Salesforce
8834426,Inactive Investor,Yale Fowler,,Yale Fowler,yale@xperthomelending.com,,
10840708,Inactive Investor,Alina Santiago,Chief Compliance Officer,"Continuum Advisory, LLC Santa Cruz CA Private Residence",asantiago@continuumadvisory.com,,Salesforce
11008399,Inactive Investor,David Magnuson,President,"Burlingame Wealth Management, LLC",david@burlingamewealth.com,,Salesforce
11170489,Inactive Investor,Alia Freitek,,"Empower Financial Services, Inc Porter TX Private Residence",alia.freitek@empower.com,,Salesforce
11086446,Inactive Investor,Cynthia Barreira,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,cabarreira@ft.newyorklife.com,,Salesforce
10929839,Inactive Investor,Michael Mirich,,"Realta Equities, Inc. Escondido CA 500 La Terraza Blvd",mmirich@realtawealth.com,,Salesforce
11198004,Inactive Investor,Bradley Schmidt,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",,,Salesforce
10643959,,Ross Furman,,,rfurman@regalsecurities.com,,List Import
10948094,Inactive Investor,Marcus Nichols,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",marcus.nichols@nm.com,,Salesforce
9569752,,Michael -,,,inmytree108@aol.com,,List import
10612655,,Curtis White,Financial Advisor,,curtis.d.white@ampf.com,,List Import
11002547,Inactive Investor,Eric Champion,,"Robinhood Financial, LLC",,,Salesforce
10881234,Inactive Investor,Fredrick Bell,President,Bellwether Financial Advisors,fred@bellfinadv.com,,Salesforce
11007252,Inactive Investor,Melody Dutcher,,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,melody.dutcher@thrivent.com,,Salesforce
10882766,Inactive Investor,Vanessa Mann,Member,Mann Capital Management LLC Florence KY 73 Cavalier Blvd,vanessa@mcmnky.com,,Salesforce
10958246,Inactive Investor,Laura Upham,Vice President,"First Horizon Advisors, Inc. Germantown TN 2055 S Houston Levee Rd",laura.upham@firsthorizon.com,,Salesforce
11191723,Inactive Investor,Brian Lauer,,"Cambridge Investment Research, Inc. York PA 1423 E Market St",,,Salesforce
11042606,Inactive Investor,Bret Hartman,Investment Advisor Representative,"BFC Planning, Inc. Cortland NY 1 N Main St",,,Salesforce
11103027,Inactive Investor,Miles Haug-Jones,Financial Advisor,Edward Jones La Jolla CA 828 Prospect St,miles.jones@edwardjones.com,,Salesforce
11189545,Inactive Investor,Jonathan Wolfe,,"Cambridge Investment Research, Inc.",jon.wolfe@cir2.com,,Salesforce
11040155,Inactive Investor,Kristoffer Sanchez,,"Northwestern Mutual Investment Services, LLC Morgantown WV 1053 Maple Dr",kris.sanchez@nm.com,,Salesforce
9567160,,Iman Falah,,,sbeta.ios@gmail.com,,List import
222696,,John Martin,,[Unknown],waterhickory@comcast.net,,
11139897,Inactive Investor,Mildride Augustin,,PFS Investments Inc. Homestead FL 15600 SW 288th St,mildride.augustin@primerica.com,,Salesforce
10969376,Inactive Investor,Logan Tillmon,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
11065528,Inactive Investor,Kunphong Chaisaklert,,PFS Investments Inc. Los Angeles CA 5123 W Sunset Blvd,charlie.chaisaklert@primerica.com,,Salesforce
10906759,Inactive Investor,Spencer Seidler,Financial Advisor,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",spencer.seidler@valic.com,,Salesforce
10777323,Inactive Investor,Guy Tuggle,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",guy.tuggle@tiaa.org,,Salesforce
11030978,Inactive Investor,Paul Pearce,,LPL Financial LLC Carrollton TX 2106 Menton Dr,paul.pearce@lpl.com,,Salesforce
10791883,Inactive Investor,Amy Neugebauer,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,amy.neugebauer@gs.com,,Salesforce
9622393,,David Jones,,,davidresinkjones@gmail.com,,List import
11034451,Inactive Investor,Brandon Helton,,"Principal Securities, Inc.",helton.brandon@principal.com,,Salesforce
10915873,Inactive Investor,Deirdre Flaherty,,"Osaic Wealth, Inc. Missoula MT Private Residence",dflaherty@osaicwealth.com,,Salesforce
10978326,Inactive Investor,Mark Wierichs,Investment Advisor Representative,"Denali Wealth Management, Inc.",mark.wierichs@denaliwm.com,,Salesforce
10841809,Inactive Investor,Tyler Lerman,Financial Advisor,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,tlerman@janney.com,,Salesforce
9606276,,ivan grgic,,,ivangrgic@kngcapital.com,,List import
11168549,Inactive Investor,Sarah Ewen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11229405,Inactive Investor,John Desantis,,William Blair,,,Salesforce
9563689,,Michelle Prichard,,,mms97@hotmail.com,,List import
11205204,Inactive Investor,Brian McBride,Assistant Vice President;Compliance Section Manager,The Huntington Investment Company Columbus OH 7 Easton Oval,brian.mcbride@huntington.com,,Salesforce
10957489,Inactive Investor,Quyen Tompkins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10927237,Inactive Investor,Asena Ideus,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",asena.ideus@tiaa.org,,Salesforce
10847106,Inactive Investor,Karen Rudolph,Assistant Vice President;Financial Advisor,Morgan Stanley Alexandria VA 333 John Carlyle St,,,Salesforce
10794614,Inactive Investor,Charles Noegel,Financial Advisor,"Wells Fargo Clearing Services, LLC Hendersonville NC 421 S Church St",charles.noegel@wellsfargoadvisors.com,,Salesforce
11049605,Inactive Investor,Gino Poli,Vice President - Investments,A.G.P / Alliance Global Partners Chicago IL 200 W Jackson Blvd,gpoli@allianceg.com,,Salesforce
11090111,Inactive Investor,Joshua Combs,,"Empower Financial Services, Inc Verdi NV Private Residence",joshua.combs@empower.com,,Salesforce
10939806,Inactive Investor,Jaime Agostino,,"Concourse Financial Group Securities, Inc. Middletown PA Private Residence",jaime.agostino@concoursefinancial.com,,Salesforce
10922088,Inactive Investor,Nathan Waller,Financial Advisor,"Flagship Harbor Advisors, LLC Yarmouth ME 701 Rte 1",nathan.waller@flagshipharbor.com,,Salesforce
216040,,MURAT AKDA?,,[Unknown],muratakdg@gmail.com,,source
11223174,,Mandie Roark,,,mandie.roark@empower.com,,List Import
11259874,Inactive Investor,John Hutto,,D.A. Davidson & Co. Irvine CA 3333 Michelson Dr,,,Salesforce
9646496,,Alexander Harvey,,,alex@harveycapital.com,,List import
11179694,Inactive Investor,Michael Kuras,,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",michael.kuras@raymondjames.com,,Salesforce
11040656,Inactive Investor,Thomas Sledge,,"American Fidelity Securities, Inc.",tom.sledge@americanfidelity.com,,Salesforce
232395,, -,,[[Unknown]],david.robinson@ms.com,,Organic Search
64258,,Kevin Fields,,NA,fieldsk@gmail.com,15155568955,Organic Search
10960298,Inactive Investor,Cynthia Reiff,,State Farm VP Management Corp.,cynthia.fox.lcii@statefarm.com,,Salesforce
372999,,Yevgenia Zemlyakova,,[Unknown],genya@alum.mit.edu,,source
9600455,,John Lowe,,,jlowe@heritagewealth.net,,List import
10844412,Inactive Investor,Lauren Adelman,Vice President,"Morse Asset Management, Inc. New York NY 805 3rd Ave",ladelman@morseasset.com,,Salesforce
11238723,Inactive Investor,Adam Klein,,Blue Sea Capital LLC,aklein@blueseacapital.com,,Salesforce
10775611,Inactive Investor,Rui Cruz,,J.P. Morgan Securities LLC Houston TX 600 Travis St,rui.m.cruz@jpmorgan.com,,Salesforce
10848260,Inactive Investor,Michael Maresca,Financial Advisor;Senior Managing Partner,Park Avenue Securities LLC New York NY 261 Madison Ave,,,Salesforce
10645681,,Jacob Taalman,,,jacob.taalman@chase.com,,List Import
52220,,Kelli Carmichael,Financial Planner,Lincoln Financial Advisors Corporation,kelli.carmichael@lfg.com,307-235-5822,
11236165,Inactive Investor,James Murphy,,Park Avenue Securities LLC Wilkes Barre PA 670 S River St,james_murphy@glic.com,,Salesforce
11206865,Inactive Investor,Gregory Strobel,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",greg.strobel@schwab.com,,Salesforce
10772335,Inactive Investor,William Mills,Financial Advisor;Senior Vice President,Morgan Stanley Madison CT 741 Boston Post Rd,william.mills@morganstanley.com,,Salesforce
10822005,Inactive Investor,Camille Smith,,Commonwealth Financial Network Minneapolis MN 7900 International Dr,,,Salesforce
11075042,Inactive Investor,Charles Millar,Complex Director;Senior Vice President,Janney Montgomery Scott LLC Saratoga Springs NY 60 Railroad Pl,cmillar@janney.com,,Salesforce
9590897,,Kevin Watczak,,,123uber@pm.me,,List import
11132969,Inactive Investor,Sean Larkin,,LPL Financial LLC Harleysville PA 331 Ruth Rd,sean.larkin@lpl.com,,Salesforce
11070887,Inactive Investor,Charles Brighton,Co-Founder;Managing Director,Brighton Jones LLC,charles@brightonjones.com,,Salesforce
9573685,,Debbie Homan,,,debbie.homan@prudential.com,,List import
11085565,Inactive Investor,Elijah Lewis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",,,Salesforce
11134308,Inactive Investor,Nicole Wiethe,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Westerville OH 833 S State St",nicole.juniper@usbank.com,,Salesforce
11146556,Inactive Investor,Rebecca Phillips,Portfolio Manager,"Disciplined Equity Management, Inc. Atlanta GA 10 Glenlake Pkwy",,,Salesforce
11147710,Inactive Investor,Nancy Holstein,,Cetera Advisor Networks LLC Mystic CT 12 Roosevelt Ave,nancy.holstein@ceterawealth.com,,Salesforce
11199547,Inactive Investor,Skip Zwahlen,Chief Compliance Officer;Managing Member,Ocean Avenue Wealth Management,skip.zwahlen@oceanavewm.com,,Salesforce
10784867,Inactive Investor,Gregory Neino,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Troy MI 987 Wilshire Dr",greg.neino@schwab.com,,Salesforce
10981604,Inactive Investor,Catherine Frank,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11176568,Inactive Investor,Adam Foster,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,adam.foster@edwardjones.com,,Salesforce
10492325,,Yanuarius Yanuar,,,yanuariusyanuar820@gmail.com,,Web Form Fillout
10922023,Inactive Investor,Dena Weeks,,"Raymond James Financial Services, Inc. Cleveland MS 698 South St",dena.weeks@raymondjames.com,,Salesforce
11105157,Inactive Investor,Erin Wikstrom,Director;Financial Advisor,"Raymond James & Associates, Inc. Naperville IL 127 Aurora Ave",erin.patti@raymondjames.com,,Salesforce
11079612,Inactive Investor,Michael Martin,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",michaelmartin@northwesternmutual.com,,Salesforce
11113410,Inactive Investor,Paul Tomick,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,ptomick@janney.com,,Salesforce
10658875,,David Narsso,,,david.narsso@chase.com,,List Import
339449,,carine asscher,,[Unknown],carine.asscher@laposte.net,,Other
10973127,Inactive Investor,Harry Preston,,Citigroup Global Markets Inc.,,,Salesforce
11219010,,Carla Danczyk,,,carla.danczyk@sentry.com,,Other
11012425,Inactive Investor,Christopher Montag,,"Empower Financial Services, Inc Boston MA 100 Federal St",christopher.montag@empower.com,,Salesforce
11178662,Inactive Investor,Michael Deggelman,,"HighTower Securities, LLC Redwood City CA 2925 Woodside Rd",mdeggelman@hightoweradvisors.com,,Salesforce
11134176,Inactive Investor,Teryn Kuse,Associate Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Stevens Point WI 3125 John Joanis Dr",teryn.lau@claconnect.com,,Salesforce
10991655,Inactive Investor,Chad Pinney,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chad_pinney@vanguard.com,,Salesforce
11184616,Inactive Investor,Jeffrey Percy,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",jeffrey.percy@wellsfargoadvisors.com,,Salesforce
10929172,Inactive Investor,Kendra Riconosciuto,,Lincoln Investment University Place WA 5350 Orchard St W,kriconosciuto@lincolninvestment.com,,Salesforce
9547169,,Aaron Anderson,,,a.anderson@fi.com,,List import
11137082,Inactive Investor,Chad Page,Financial Advisor,Edward Jones Ozark MO 1709 James River Rd,chad.page@edwardjones.com,,Salesforce
10690938,Active Investor,Immanuel Herrmann,,Immanuel Herrmann,mannyherrmann@gmail.com,2022562493,Salesforce
9623337,,Echo Xia,,,shuoshen1997@outlook.com,,List import
11040326,Inactive Investor,Robert Kelly,Senior Vice President;Wealth Advisor,Farther Crawford NJ Private Residence,,,Salesforce
335676,,John Scott,Member,"Claris Advisors, Llc",jscott@amdfs.com,314-655-5504,Manual List Upload
11069554,Inactive Investor,Douglas Turner,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",doug.turner@nm.com,,Salesforce
10987299,Inactive Investor,Larry Connolly,,PFS Investments Inc. Bristol TN 1241 Volunteer Pkwy,larry.connolly@primerica.com,,Salesforce
10809511,Inactive Investor,Bradley Lessem,,"First Western Securities, Inc.",,,Salesforce
11045170,Inactive Investor,Maria Laigo,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",maria.laigo@ml.com,,Salesforce
9606692,,Christian Duffus,,,chris@fonbnk.com,,List import
10824238,Inactive Investor,Benjamin Carr,Financial Advisor,Thrivent Investment Management Inc. Cedarburg WI 236 Hamilton Rd,ben.carr@thrivent.com,,Salesforce
10969890,Inactive Investor,Joseph Luna,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11260997,Inactive Investor,Elliot Ries,Financial Advisor;Investment Committee,Capital Advisors Wealth Management,elliot@capitaladvisorswm.com,,Salesforce
11038916,Inactive Investor,Alan Summerfield,,Innovation Partners LLC,asummerfield@innovationpartnersllc.com,,Salesforce
11217936,,Arlo Gray,,,arlo.gray@jpmorgan.com,,List Import
10494136,,Jai Agarwal,,Jane Street,jagarwal@janestreet.com,,List Import
10489627,,Durrell Bess,Investment Advisor,Fisher Investments,daphane605@yahoo.com,,List Import
11220476,,Dwayne Calton,,,dwayne@domiinvestors.com,,Other
10995384,Inactive Investor,Francis Mazzilli,Investment Services Assistant,"CUSO Financial Services, L.P. Syracuse NY 521 Erie Blvd W",,,Salesforce
10828868,Inactive Investor,Lewis Procacci,,"Concourse Financial Group Securities, Inc. Mount Laurel NJ Private Residence",lewis.procacci@concoursefinancial.com,,Salesforce
10959910,Inactive Investor,Christopher Garozzo,,Cetera Advisor Networks LLC New York NY 1430 Broadway,,,Salesforce
11167700,Inactive Investor,William Jones,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,bill.d.jones@ubs.com,,Salesforce
10659701,,Cynthia Warner,,,cynthia.meythaler@chase.com,,List Import
239012,,Ken Daniels,,United States,kendaniels@gmail.com,,
9582686,,Daniel Ruble,,Fisher Investments,d.ruble@fi.com,,List import
9569168,,Sarah Brandt,,,sarah.brandt@securitiesamerica.com,,List import
9554194,,David Dorantes,,,thugpimpn@gmail.com,,List import
9556647,,Kristian Lamont,,,kris.lamont@securitiesamerica.com,,List import
9630731,,John Hasek,,,jhasek@gmail.com,,List import
10878199,Inactive Investor,Lisa Irwin,Assistant Branch Manager,Key Investment Services LLC Storrs Mansfield CT 596 Middle Tpke,lisa_irwin@kisinvestments.com,,Salesforce
10874403,Inactive Investor,Kristine Jorgenson,Financial Advisor,Edward Jones Austin MN 908 12th St SW,kristine.jorgenson@edwardjones.com,,Salesforce
11118968,Inactive Investor,Damon McLaughlin,,"Ameriprise Financial Services, LLC Portland OR 10260 SW Greenburg Rd",james.mclaughlin@ampf.com,,Salesforce
10850955,Inactive Investor,Samuel Alexander,,Cetera Advisors LLC Omaha NE 9290 W Dodge Rd,,,Salesforce
10889008,Inactive Investor,Laurence Bransgrove,Financial Advisor,Park Avenue Securities LLC Fort Worth TX 6000 Western Pl,,,Salesforce
11197051,Inactive Investor,Adam Epstein,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",adam.epstein@ml.com,,Salesforce
11128734,Inactive Investor,Robert Cole,,"Woodmen Financial Services, Inc.",rwcole@woodmen.org,,Salesforce
11095356,Inactive Investor,Kelli Bagley,,"Osaic Institutions, Inc. Asheville NC 10 Woodfin St",,,Salesforce
11177357,Inactive Investor,Justin Fabio,,"Farmers Financial Solutions, LLC Spokane WA 2010 N Ruby St",,,Salesforce
171904,,Thomas Damiano,,[Unknown],thomasdami75@yahoo.com,,
10769665,Inactive Investor,Veronica Lamarca,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,veronica.a.korb@jpmorgan.com,,Salesforce
10784439,Inactive Investor,Cindy Lance,Chief Compliance Officer;Chief Financial Officer,Public Safety Financial/Galloway,cindy@galloway911.com,,Salesforce
9609846,,Sergio Francis,,,themmfgroup@gmail.com,,List import
10658723,,Hope Ulicny,,,hope.ulicny@primerica.com,,List Import
10505240,,Albert Lin,PUBLIC RELATIONS,GUIDEWIRE SOFTWARE,allin@guidewire.com,6503575326,List Import
11165648,Inactive Investor,John Milia,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",john.s.milia@wellsfargo.com,,Salesforce
10614438,,James Roche,Financial Advisor,,james_roche@glic.com,,List Import
10488214,,Lisa Meagher,"Assistant Vice President, Director - Business Strategy and Wealth Management, Financial Planning Associate, Registered Associate",Morgan Stanley,lisa.meagher@morganstanley.com,,List Import
10613452,,Justin Lynch,"Senior Financial Advisor, Vice President",,j.lynch@ml.com,,List Import
10799093,Inactive Investor,Richard Twist,,PNC Investments Philadelphia PA 6855 Frankford Ave,richard.twist@pnc.com,,Salesforce
11102046,Inactive Investor,Anna Kim,,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",,,Salesforce
11193837,Inactive Investor,Eldos Maytoff,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
11130367,Inactive Investor,Wayne Kissler,,State Farm VP Management Corp. Greenwood IN 1642 Olive Branch Parke Ln,wayne.kissler.g13x@statefarm.com,,Salesforce
10864416,Inactive Investor,Shannon Davidson,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10810889,Inactive Investor,Brandon Hines,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",brandon.hines@wellsfargoadvisors.com,,Salesforce
11134955,Inactive Investor,Ian Meierdiercks,,Stonex Securities Inc. Blue Bell PA 3 Valley Sq,ian.meierdiercks@saswealth.com,,Salesforce
10986572,Inactive Investor,Yaroslava Zaitseva,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
10973141,Inactive Investor,John Rienstra,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9583789,,Kevin Mcclelland,,,kmcclelland@pcm-advisors.com,,List import
9572246,,Benjamin Durham,,,bdurham@dkpartners.com,,List import
11001022,Inactive Investor,Benjamin Deman,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",benjamin.deman@prudential.com,,Salesforce
11185023,Inactive Investor,Rodelle Zuberbuhler,,"Harbour Investments, Inc. Freeport IL 223 S Chicago Ave",,,Salesforce
11183387,Inactive Investor,James Veit,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10926514,Inactive Investor,Wallace Cook,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9580256,,Urbin McKeever,,,urbin.mckeever@frostbank.com,,List import
10930974,Inactive Investor,Brian Addis,,GWN Securities Inc. Troy OH 1204 Archer Dr,baddis@gwnsecurities.com,,Salesforce
11119115,Inactive Investor,Kathryn Hackney,Financial Advisor,LPL Financial LLC Orange CA 2512 E Chapman Ave,kathryn.hackney@lpl.com,,Salesforce
10901824,Inactive Investor,Joel Frost,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
9594303,,Robert Papa,,,rpapa@carsoninstitutional.com,,List import
11211608,Inactive Investor,Debra Schachter,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Blue Bell PA 518 Township Line Rd",debra.schachter@mutualofomaha.com,,Salesforce
10792693,Inactive Investor,Lori Carroll,Senior Client Associate,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",lori.carroll@rbc.com,,Salesforce
11044016,Inactive Investor,David James,Advisor;Managing Director,Coastal Bridge Advisors Los Angeles CA 2121 Avenue of the Stars,djames@coastalbridgeadvisors.com,,Salesforce
10865772,Inactive Investor,Patrick Kline,,State Farm VP Management Corp. Quarryville PA 54 Friendly Dr,patrick.kline.gkls@statefarm.com,,Salesforce
10907166,Inactive Investor,Matthew Copley,Chief Compliance Officer;Chief Executive Officer;President,"Copley Financial Group, Inc.",matthew@copleyfg.com,,Salesforce
11139294,Inactive Investor,James Mullins,Personal Banker,"Fifth Third Securities, Inc. Sarasota FL 6265 N Tuttle Ave",james.mullins@53.com,,Salesforce
11083779,Inactive Investor,Sylvan Ganz,,"Wells Fargo Clearing Services, LLC",s.ganz@wfadvisors.com,,Salesforce
10611325,,Richard Sinclair,Senior Financial Advisor,,richard.sinclair@ml.com,,List Import
10940050,Inactive Investor,Austin Holin,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10872065,Inactive Investor,Kimberly Shehan,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",kimberly.shehan@wellsfargoadvisors.com,,Salesforce
11228619,Inactive Investor,Nathan Stewart,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
11115800,Inactive Investor,Jim Bootsma,,"NewEdge Securities, Inc. Ontario CA 3633 Inland Empire Blvd",,,Salesforce
11071192,Inactive Investor,Kana Radin,,"Cambridge Investment Research, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
10615011,,Robert Priolo,"Financial Advisor, Senior Vice President",,robert.priolo@morganstanley.com,,List Import
11009749,Inactive Investor,Cynthia Burrows,,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",,,Salesforce
9616448,,Patrick McGirr,,,greengoldcrypto@gmail.com,,List import
10893522,Inactive Investor,Joshua Klump,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11106464,Inactive Investor,Christian Falster,,"Allstate Financial Services, LLC Crystal Lake IL 145 S Virginia St",cfalster@allstate.com,,Salesforce
10908995,Inactive Investor,Peter Klinkmueller,Financial Advisor,LPL Financial LLC Acton MA Private Residence,peter.klinkmueller@lpl.com,,Salesforce
10831999,Inactive Investor,Aaron Lowy,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,aaron.lowy@fidelity.com,,Salesforce
11234364,Inactive Investor,Jeremy Hills,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10940986,Inactive Investor,Joseph Easley,,Country Capital Management Company Spring Hill TN 2001 Campbell Station Pkwy,joe.easley@countryfinancial.com,,Salesforce
10842647,Inactive Investor,Jeremy Clark,Financial Advisor,Edward Jones Cedar Rapids IA 3136 Mount Vernon Rd SE,jeremy.clark@edwardjones.com,,Salesforce
9552040,,Saurabh Mahajan,,,smahajan@new-vernon.com,,List import
10815313,Inactive Investor,Marissa Pattison,,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",,,Salesforce
11080940,Inactive Investor,Jonathan Behrens,Assistant Market Leader;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",jon.behrens@wellsfargoadvisors.com,,Salesforce
10996398,Inactive Investor,Vlad Balyuk,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,vlad.balyuk@jpmorgan.com,,Salesforce
11181998,Inactive Investor,Christopher Hearn,,NYLIFE Securities LLC Buffalo NY 6400 Main St,cnhearn@ft.newyorklife.com,,Salesforce
11096558,Inactive Investor,Steven Haertel,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",steven.haertel@empower.com,,Salesforce
9547443,,Christopher Olejnik,,,mdas0357@outlook.com,,List import
350135,,Kenneth Arendt,Associate,Thrivent Investment Management Inc.,ken.arendt@thrivent.com,828-465-3222,
10906034,Inactive Investor,Schuyler Olson,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,schuyler.olson@fmr.com,,Salesforce
11018071,Inactive Investor,Kyung Pak,,LPL Financial LLC Torrance CA 21241 Hawthorne Blvd,kyung.pak@lpl.com,,Salesforce
11261015,Inactive Investor,Ashton Davis,Financial Advisor,"Mach-1 Financial Group, LLC",ashton@mach-1financial.com,,Salesforce
211594,,Michael Brewer,Retired,Retired,mfbrewer@att.net,,Content
11235780,Inactive Investor,Douglas Cook,Financial Advisor,M1 Capital Management LLC,,,Salesforce
9560883,,Jeffrey Massey,,,bonita1976@yahoo.com,,List import
9555573,,Nicholas Delgado,,,nick@mydignitas.com,,List import
10881301,Inactive Investor,Stephen Birbiglia,,LPL Financial LLC Huntington NY 23 Green St,stephen.birbiglia@lpl.com,,Salesforce
10978099,Inactive Investor,Carolyn Seiter,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",seiter.carolyn@principal.com,,Salesforce
11003492,Inactive Investor,Grace Ames,,J.P. Morgan Securities LLC Salt Lake City UT 1285 S 2100 E,grace.ames@jpmorgan.com,,Salesforce
166867,,James Trinkle,,[Unknown],jjftrinkle@gmail.com,,Organic Search
341620,,Steven Wykoff,Member,"Mersereau, Lazenby & Rockas, L.l.c.",swykoff@cpaml.com,770-614-6800,Manual List Upload
9569460,,Yansong Liu,,,robbieliu@raventech.com,,List import
10806859,Inactive Investor,Craig Mardi,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,mardic@ceteranetworks.com,,Salesforce
11104709,Inactive Investor,Sukru Alpay,,Fidelity Brokerage Services LLC,,,Salesforce
11176974,Inactive Investor,Brett Chipser,Chief Compliance Officer;Financial Advisor;Investment Advisor;Managing Principal;Portfolio Manager,"Chipser Wealth Management, LLC",brett.chipser@chipserwm.com,,Salesforce
11207334,Inactive Investor,Tjindiwati Suttio,Financial Advisor;Senior Vice President,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,tjindiwati.suttio@morganstanley.com,,Salesforce
10868229,Inactive Investor,James Brignall,Director - Business Development,"Ameriprise Financial Services, LLC Plymouth Meeting PA 1000 Germantown Pike",james.a.brignall@ampf.com,,Salesforce
219440,,Ben Jones,,[Unknown],benjaminwjones@gmail.com,,Direct
10971108,Inactive Investor,Alison Martin,,"Allstate Financial Services, LLC Hightstown NJ 614 US Hwy 130",alisonmartin@allstate.com,,Salesforce
10808522,Inactive Investor,Roxana Machado,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,roxana.machado@morganstanley.com,,Salesforce
11028237,Inactive Investor,Tatiana Guadron Monterrosa,,J.P. Morgan Securities LLC Pittsburg CA 670 Bailey Rd,tatiana.guadron-monterrosa@jpmorgan.com,,Salesforce
345550,,Daisy Lopez,"Executive Vice President, Director, Shareholder",Cumberland Advisors,daisy.lopez@cumber.com,800-257-7013,Manual List Upload
210459,,Nathan Osborne,President,Osborne Investment Inc,ed5557@yahoo.com,,
11137918,Inactive Investor,John Bradley,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,jsbradley@rwbaird.com,,Salesforce
11210317,Inactive Investor,Joshua Richardson,Broker,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",joshua.richardson@equitable.com,,Salesforce
10771083,Inactive Investor,Jeffrey Koch,Financial Advisor,Edward Jones Kaukauna WI 141 W Wisconsin Ave,jeff.koch@edwardjones.com,,Salesforce
10937289,Inactive Investor,Edith Aldrich,,State Farm VP Management Corp. Palatka FL 1721 Reid St,edith.aldrich.jm5h@statefarm.com,,Salesforce
11037923,Inactive Investor,Maria Montilla Gutierrez,,Mutual of America Securities LLC Westchester IL 4 Westbrook Corporate Ctr,maria.montilla-gutierrez@mutualofamerica.com,,Salesforce
11196836,Inactive Investor,Claire Bleska,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11212867,Inactive Investor,Colin Newell,,"FBL Marketing Services, LLC Ankeny IA 300 SE Delaware Ave",colin.newell@fblfinancial.com,,Salesforce
10804018,Inactive Investor,Daniel De Varona,Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,daniel.devarona@ubs.com,,Salesforce
9583380,,Lawrence Fuller,,,lawrence@fullerassetmanagement.com,,List import
10932644,Inactive Investor,Liberato Martinez,,"Farmers Financial Solutions, LLC Tustin CA 17772 Irvine Blvd",lmartinez3@farmersagent.com,,Salesforce
9639921,,Robert Maxwell,,,robert.maxwell@privateercapital.com,,List import
10900156,Inactive Investor,Yunjia Jiang,,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,,,Salesforce
9636362,,David Moore,,,dmoore@aim13.com,,List import
10892353,Inactive Investor,Rachel Small,,"Truist Investment Services, Inc. Raleigh NC 6659 Falls of Neuse Rd",rachel.small@truist.com,,Salesforce
11060686,Inactive Investor,Brent Remerowski,Financial Advisor;Wealth Manager,LPL Financial LLC Oklahoma City OK 3555 NW 58th St,brent.remerowski@lpl.com,,Salesforce
350368,,Victor Linell,Managing Member,"Cross Shore Capital Management, Llc",vlinell@xshorecap.com, +1 516 684 4042,Manual List Upload
10772442,Inactive Investor,James Kennedy,,Cetera Advisors LLC Toledo OH 5746 Park Center Ct,james.kennedy@ceteraadvisors.com,,Salesforce
9557725,,McFaddin Moise,,,mmoise@calton.com,,List import
10969046,Inactive Investor,Diva Herrera,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,diva.herrera@jpmorgan.com,,Salesforce
11043209,Inactive Investor,John Durkan,,LPL Financial LLC Berwyn PA 1235 Westlakes Dr,,,Salesforce
11113396,Inactive Investor,Carolina Mocorrea,Assistant Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11002784,Inactive Investor,Austin Tackmann,Financial Services Representative,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",,,Salesforce
10842162,Inactive Investor,James Love,Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,james.love@pnc.com,,Salesforce
9557365,,Ikramullah Ikramullah,,,ikram.game77@gmail.com,,List import
9565607,,Courtland Scaccetti,,,cscaccetti@grahampartners.net,,List import
11149410,Inactive Investor,Stephen Engle,,Stonex Securities Inc. Sunbury PA 136 Market St,,,Salesforce
9617815,,Bradford Frishberg,,,brad.frishberg@macquarie.com,,List import
9621750,,Ross jinman,,,rossesmsn@hotmail.com,,List import
11139815,Inactive Investor,John Glenn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
249208,,Yoshi Kondo,,Wax.io,yoshi.kondo@wax.io,,Manual List Upload
10814849,Inactive Investor,Jose Marrujo,Director - Sports and Entertainment;Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,jose.marrujo@morganstanley.com,,Salesforce
11142455,Inactive Investor,Michael Garrison,Financial Advisor,LPL Financial LLC Melbourne FL 6767 N Wickham Rd,michael.garrison@lpl.com,,Salesforce
343850,,Anne Paape,"General Counsel, Meristem, Meristem Trust Company",Meristem Family Wealth,apaape@meristemfw.com,952-835-2577,Manual List Upload
10757548,Inactive Investor,Gwendellyn Radloff,,Cetera Financial Specialists LLC Rutherford NJ Private Residence,gwendellyn.radloff@ceterafs.com,,Salesforce
10966914,Inactive Investor,Joseph Hahm,,"Charles Schwab & Co., Inc.",,,Salesforce
10834784,Inactive Investor,Jerome Price,,Cetera Advisors LLC Scarborough ME 7 Oak Hill Ter,jerome.price@ceteraadvisors.com,,Salesforce
11141012,Inactive Investor,Phillip Guerra,Financial Advisor,Edward Jones Lapeer MI 620 S Main St,phil.guerra@edwardjones.com,,Salesforce
1987941,,Sabin Saveluc,,[Unknown],sabin.saveluc@fitchratings.com,,
99273,,Melissa Kreps,Director of HR,Contemporary Staffing Solutions,mkreps@contemporarystaffing.com,,Event
10795799,Inactive Investor,John Magiros,Executive Director;Family Wealth Advisor;Financial Advisor,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,john.magiros@morganstanley.com,,Salesforce
160338,,Ilya Korobeynikov,,[Unknown],korobeynikov425@gmail.com,,source
9415789,,Gyanesh Maheshwar,,Gyanesh Maheshwar,gyanesh.maheshwar@gmail.com,,Organic Search
10994760,Inactive Investor,Spencer Deridder,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10969014,Inactive Investor,Samuel Christensen,,Fidelity Brokerage Services LLC,,,Salesforce
10657518,,Ruben Lomeli,,,rlomeli@primerica.com,,List Import
10531831,,karol Sierra-Yanez,Lead Counsel BD-IA Practice Group,MassMutual,ksierrayanez50@massmutual.com,8574098113,List Import
10871911,Inactive Investor,Carter Anderson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",carter.anderson@ml.com,,Salesforce
10917103,Inactive Investor,Leeann Markovitz,,"Wells Fargo Clearing Services, LLC",leeann.markovitz@wellsfargoadvisors.com,,Salesforce
10886649,Inactive Investor,Jodi Hruska,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 3038 Jeremiah Ln NW",jodi.hruska@ampf.com,,Salesforce
9638951,,Brendan OÕBrien,,,brendan@goldcoastwm.com,,List import
9571669,,Joseph Fiumara,,,joseph.fiumara@pnc.com,,List import
10767460,Inactive Investor,Daniel Rayl,,"American Portfolios Financial Services, Inc. Mentor OH 6966 Spinach Dr",drayl@americanportfolios.com,,Salesforce
10976290,Inactive Investor,Andrea Benson,,"Principal Securities, Inc.",benson.andrea@principal.com,,Salesforce
9541495,,Bala Zandam,,,balazandam74@gmail.com,,List import
9637210,,Adriane Mcknight,,,amcknight@rrcapital.com,,List import
9550515,,Sarah Kellard,,,sarah.kellard@53.com,,List import
9622241,,EDWARD OBOKOH,,,obokoh@outlook.com,,List import
11015366,Inactive Investor,Kyle Angelle,,State Farm VP Management Corp. Pearland TX 1990 Country Place Pkwy,kyle.angelle.quje@statefarm.com,,Salesforce
9634272,,Christopher Matta,,,chrisjmatta89@gmail.com,,List import
10996486,Inactive Investor,Chelsea Kessler,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,cdelamielleu@ft.newyorklife.com,,Salesforce
9546113,,Ryan Kirby,,,ryan.kirby@uboc.com,,List import
10612221,,Vincent Renda,Financial Advisor,,rendavc@msn.com,,List Import
10794103,Inactive Investor,Anthony Bittman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",anthony.bittman@ml.com,,Salesforce
11163461,Inactive Investor,Mathew Watt,Financial Advisor,LPL Financial LLC Los Angeles CA Private Residence,mathew.watt@lpl.com,,Salesforce
11053360,Inactive Investor,Leland Gross,Chief Compliance Officer;Financial Planner;Founder,PeaceLink Financial Planning,leland@peacelinkfp.com,,Salesforce
10933490,Inactive Investor,Larry Thayer,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,lthayer@primerica.com,,Salesforce
11096702,Inactive Investor,Grant Fossum,,Cetera Advisor Networks LLC Saint Michael MN 4410 MacIver Ave NE,,,Salesforce
11191107,Inactive Investor,Monica Lorimor,,"Raymond James Financial Services, Inc. Bothell WA 18323 Bothell Everett Hwy",monica.lorimor@raymondjames.com,,Salesforce
10836552,Inactive Investor,Dean Wooden,,"Raymond James Financial Services, Inc. Sikeston MO 741 N Main St",dean.wooden@raymondjames.com,,Salesforce
10996716,Inactive Investor,Yongjun Zhang,,"Transamerica Financial Advisors, Inc Rolling Meadows IL 3701 Algonquin Rd",yongjun.zhang@transamerica.com,,Salesforce
10827502,Inactive Investor,Benjamin Fortune,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Iowa City IA 204 E Washington St",ben.fortune@usbank.com,,Salesforce
10818108,Inactive Investor,Charlotte Philips,Banker;Executive Director,J.P. Morgan Securities LLC Baltimore MD 650 S Exeter St,,,Salesforce
218163,,Fay Lawrence,,[Unknown],fay_lawrence@hotmail.com,,Direct
11053922,Inactive Investor,Matthew Wormley,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Woodstock IL 11621 Catalpa Ln",matt.wormley@benjaminfedwards.com,,Salesforce
9581516,,Paul Reback,,,paul@paulreback.com,,List import
10881088,Inactive Investor,Christopher Muniz,Wealth Manager,Creative Planning San Diego CA 12760 High Bluff Dr,chris.muniz@creativeplanning.com,,Salesforce
10646436,,Harold Schwartz,,,hal.schwartz@dmkadvisorgroup.com,,List Import
9633739,,WALL STREET 360 LLC,,,overheardwallstreet@gmail.com,,List import
9603961,,Frances Wiliam,,,nettie2003@yahoo.com,,List import
11184838,Inactive Investor,Robert Ballsrud,Chief Executive Officer;Director;Executive Managing Director;Executive Vice President;President;Wealth Advisor,"Busey Capital Management, Inc.",robert.ballsrud@busey.com,,Salesforce
11207235,Inactive Investor,Molly Shrauner,Chief Compliance Officer;Chief Executive Officer;Managing Member;Portfolio Manager,"Forward Financial Advisors, LLC",molly.shrauner@forwardfinancialadv.com,,Salesforce
10879770,Inactive Investor,Daniel Winter,,"U.S. Bancorp Investments, Inc. Sheboygan WI 605 N 8th St",daniel.winter@usbank.com,,Salesforce
10620115,,Mark Kadamus,,,mkadamus@oldsecond.com,,List Import
11057805,Inactive Investor,Evan Stamos,,J.P. Morgan Securities LLC Chicago IL 2170 N Clybourn Ave,evan.g.stamos@chase.com,,Salesforce
10896635,Inactive Investor,Eduardo Silva,Registered Associate,LPL Financial LLC Claremont CA 246 N Indian Hill Blvd,eduardo.silva@lpl.com,,Salesforce
11077762,Inactive Investor,Kip Hollowell,,"Raymond James Financial Services, Inc. Terre Haute IN 3497 S US Hwy 41",kip.hollowell@raymondjames.com,,Salesforce
9549011,,John Goodwin,,,jgoodwin@aicinvest.com,,List import
11124429,Inactive Investor,Samuel Mirza,Financial Advisor,"Ameriprise Financial Services, LLC Hudsonville MI 6435 28th Ave",alan.s.mirza@ampf.com,,Salesforce
11210416,Inactive Investor,Angela Blatz,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10860369,Inactive Investor,Philip Peters,Financial Advisor;Portfolio Manager,Morgan Stanley Sarasota FL 2 N Tamiami Trl,philip.peters@morganstanley.com,,Salesforce
9601369,,Christopher Nagel,,,cnagel@hbksorce.com,,List import
120460,,Michael Stachelski,,United States,mstach66@aol.com,,
227509,, -,,[[Unknown]],billfornes@gmail.com,,Organic Search
11128613,Inactive Investor,Eric Peters,Financial Advisor,Edward Jones North Sioux City SD 400 Gold Cir,eric.peters@edwardjones.com,,Salesforce
10917413,Inactive Investor,Geneva Castaneda,,LPL Financial LLC San Diego CA 4707 Executive Dr,geneva.castaneda@lpl.com,,Salesforce
236000,, -,,[[Unknown]],dpleeter@nycap.rr.com,,Paid Search
11049622,Inactive Investor,Anthony Polidoro,,"Truist Investment Services, Inc. Spartanburg SC 380 E Main St",,,Salesforce
10864725,Inactive Investor,Renee Klaus,,PFS Investments Inc. Lapeer MI 342 W Park St,renee.klaus@primerica.com,,Salesforce
10792467,Inactive Investor,Steven Smith,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,steven.t.smith@ubs.com,,Salesforce
9632166,,Jason Cho,,,chojason1987@gmail.com,,List import
9552760,,John Kernan,,,jkernan84@yahoo.com,,List import
10841348,Inactive Investor,Steven Sovde,,"Cambridge Investment Research, Inc. Charlotte NC 11430 N Community House Rd",,,Salesforce
11174331,Inactive Investor,Brandon Naughton,Senior Vice President,Neuberger Berman BD LLC,bnaughton@nb.com,,Salesforce
9560913,,Debra Hampton,,,djhampton@voyafa.com,,List import
10809625,Inactive Investor,Christine Otterbein,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",otterbeinc@stifel.com,,Salesforce
11168122,Inactive Investor,Peter Day,Director,UBS Financial Services Inc. Sylvania OH Private Residence,peter.day@ubs.com,,Salesforce
9606847,,Jakub Kowalski,,,jakub3000@tlen.pl,,List import
214826,,Patrick Sayols,,[Unknown],psayols@gmail.com,,source
11111437,Inactive Investor,Larry Ngai,Senior Vice President,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",larry.ngai@citi.com,,Salesforce
11113443,Inactive Investor,Mark Franco,,LPL Financial LLC North Haven CT 116 Washington Ave,mark.franco@lpl.com,,Salesforce
10970946,Inactive Investor,Eddie Cargor,,"Pruco Securities, LLC. Ann Arbor MI 315 W Huron St",eddie.cargor@prudential.com,,Salesforce
10759499,Inactive Investor,Anne Niemeyer,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",anne_niemeyer@ml.com,,Salesforce
10487211,,Robert Goode,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",allen.goode@ml.com,,List Import
11070382,Inactive Investor,Fernando Germana,Chief Compliance Officer;Chief Investment Officer;Managing Member;Managing Partner,Germana Capital LLC,fgermana@germanacapital.com,,Salesforce
10774114,Inactive Investor,Michael Nobile,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11006938,Inactive Investor,Jodi Bobbett,,"Prudential Annuities Distributors, Inc",jodi.bobbett@prudential.com,,Salesforce
11044769,Inactive Investor,Kevin Cahill,,State Farm VP Management Corp. Weaverville CA 306 Trinity Lakes Blvd,,,Salesforce
248827,,Ammar Hamdan,General manager,SUNWORLD,ammar@world-3d.com,,Manual List Upload
9600113,,Sherwin Korey,,,sdk@crminvest.com,,List import
10616473,,Matthew Moran,,,mmoran@wintrustwealth.com,,List Import
11006071,Inactive Investor,Alan Iverson,Associate Representative;Financial Associate,Thrivent Investment Management Inc. Alexandria MN 1920 Turning Leaf Ln SW,alan.iverson@thrivent.com,,Salesforce
11003888,Inactive Investor,Namer Fakhoury,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Palm Desert CA 72-260 Hwy 111",namer.fakhoury@usbank.com,,Salesforce
10902926,Inactive Investor,Carlos Aleman,Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",carlos.aleman@ml.com,,Salesforce
11042827,Inactive Investor,Kimberly Chmielewski,Vice President;Wealth Advisor,Prime Capital Financial Charlotte NC 101 N Tryon St,kchmielewski@pciawealth.com,,Salesforce
9565591,,Sydney Niewierski,,,sniewierski@keybridgewm.com,,List import
9541079,,Jamil Hasan,,,jamil@irishtechnews.ie,,List import
10905213,Inactive Investor,Andrew Richardson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11018778,Inactive Investor,Salvatore Collura,,"Osaic Wealth, Inc. Waukesha WI W233N2080 Ridgeview Pkwy",,,Salesforce
10799844,Inactive Investor,Richard Zwiener,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,r.zwiener@fi.com,,Salesforce
9564533,,Matthew Whitty,,,matthew.whitty@gjsco.com,,List import
11189437,Inactive Investor,Eric Kurth,Financial Advisor,LPL Financial LLC Springfield MO 3828 S Fremont Ave,eric.kurth@lpl.com,,Salesforce
11179952,Inactive Investor,Brian Gooding,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,brian.gooding@ubs.com,,Salesforce
10966474,Inactive Investor,Nathan Duncan,,"MML Investors Services, LLC Aviston IL 4969 Old US Hwy 50",nduncan@financialguide.com,,Salesforce
10960649,Inactive Investor,Kierston Johnson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10913795,Inactive Investor,Thomas Fouret,,Citigroup Global Markets Inc.,thomas.fouret@citigroup.com,,Salesforce
10657719,,Robert Bieniek,,,rbieniek@weg1.com,,List Import
9621108,,Nicholas Piscitelli,,,grayscale@nickpiscitelli.com,,List import
10795880,Inactive Investor,Melody Sills,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",melody.sills@ml.com,,Salesforce
11136357,Inactive Investor,Matthew Mills,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,matthew.mills@fidelity.com,,Salesforce
10755152,Inactive Investor,Maha Khashan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",maha_khashan@ml.com,,Salesforce
235924,, -,,[[Unknown]],acipoletti@aol.com,,
11096352,Inactive Investor,Erin Bayly,,"Wells Fargo Clearing Services, LLC Portland ME 2 Portland Sq",erin.bayly@wellsfargoadvisors.com,,Salesforce
9597120,,Paul Parsons,,,paul@polunin.com,,List import
10648057,,Jeremy Cook,,,jcook@raisaenergy.com,,List Import
88260,,Jonathan Lavine,Managing Director And Chief Investment Officer,"Bain Capital Credit, Lp",jlavine@sankaty.com,617-516-2318,Manual List Upload
10898461,Inactive Investor,Stephen Hanak,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
10827225,Inactive Investor,Iesha Thomas,Private Client Financial Advisor,"Citizens Securities, Inc. Pittsburgh PA 1680 Washington Rd",iesha.n.thomas@citizenssecurities.com,,Salesforce
10866479,Inactive Investor,Kimberly Duke,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,k.duke@statefarm.com,,Salesforce
11141271,Inactive Investor,Noah Barker,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
11146869,Inactive Investor,Joan Giacomini,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",joan.giacomini@ml.com,,Salesforce
11157708,Inactive Investor,Mark Schreiber,,Transce3nd LLC,,,Salesforce
5065517,,Lennard El Barkawi,,,lennard.barkawi@blockflare.ch,,Web form fillout
10880489,Inactive Investor,Melanie Yepez,,Deutsche Bank Securities Inc.,melanie@deutschewealth.com,,Salesforce
10800193,Inactive Investor,Aaron Frimpong,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
219415,,Robert Riley,,[Unknown],robbriley@mac.com,,
10770200,Inactive Investor,Marc Whiteman,Financial Advisor,Edward Jones Yreka CA 106 Ranch Ln,marc.whiteman@edwardjones.com,,Salesforce
10780017,Inactive Investor,Jonathan Zeller,Financial Advisor,Edward Jones Paso Robles CA 517 13th St,jon.zeller@edwardjones.com,,Salesforce
10616923,,Timothy Woods,,,twoods@williamblair.com,,List Import
9593365,,Patrick Mcdonnell,,,pmcdonnell@cooke-bieler.com,,List import
10855854,Inactive Investor,Richard Hirsh,Regional Vice President,"Ameriprise Financial Services, LLC Fairfield CT 95 Reef Rd",,,Salesforce
10659485,,Andrea Grant,,,andrea.woodside@morganstanley.com,,List Import
10827203,Inactive Investor,Alexander Budin,Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
9613458,,Craig Semple,,,csemple29@gmail.com,,List import
11212227,Inactive Investor,Marie Grzybek,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",marie.grzybek@nm.com,,Salesforce
10644089,,Christofer Liljestrand,,,christopher.liljestrand@ms.com,,List Import
372668,,Antonio Carvalho,,United Arab Emirates,carvalho.antonio@gmail.com,,source
11182854,Inactive Investor,Rebekah Shapiro Gonzalez,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10990296,Inactive Investor,Preston Edinger,,Cetera Advisor Networks LLC Mayville ND 30 Main St E,,,Salesforce
10834843,Inactive Investor,Elisa Chan,,"Cambridge Investment Research, Inc. Millbury MA 7 S Main St",,,Salesforce
10991931,Inactive Investor,Kaleah Yearwood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",,,Salesforce
10976988,Inactive Investor,Keith Schoenheit,Financial Advisor,Lincoln Investment San Dimas CA 554 E Foothill Blvd,kschoenheit@lincolninvestment.com,,Salesforce
10845059,Inactive Investor,Paula Clemens,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 5101 S Cliff Ave",paula.clemens@wellsfargoadvisors.com,,Salesforce
9606221,,Jennifer Shagrin,,,jennshaggy@gmail.com,,List import
10816157,Inactive Investor,Sherri Christensen Prim,Investment Advisor;Wealth Manager,McMill CPA and Advisors Norfolk NE PO Box 762,sherrip@mcmill.info,,Salesforce
6356566,,Mitch Litrov,,,mitch.litrov@gmail.com,,Web Form Fillout
10927322,Inactive Investor,Isaac Coriat Saltiel,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,isaac.coriat-saltiel@safra.com,,Salesforce
11123525,Inactive Investor,Jonathan Maples,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",,,Salesforce
10859138,Inactive Investor,Jeffrey Arouth,Financial Advisor,"Ameriprise Financial Services, LLC Danvers MA 175 Andover St",jeff.arouth@ampf.com,,Salesforce
10934745,Inactive Investor,Beth Cooper,,Cetera Advisor Networks LLC Lake Arrowhead CA Private Residence,,,Salesforce
10913769,Inactive Investor,Scott O'Leary,Research Analyst,Fisher Investments,s.oleary@fi.com,,Salesforce
10814032,Inactive Investor,Bianca Ambriz,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
9621744,,Todd Ruble,,,truble930@msn.com,,List import
11043986,Inactive Investor,Wayne Lewis,Financial Advisor;Owner,"Lewis Financial, LLC",,,Salesforce
159700,,AHMET DURSUN,,[Unknown],classuscat@mail.com.tr,,Paid Social
10756206,Inactive Investor,John Carlson,,"Raymond James Financial Services, Inc. Irvine CA 2 Executive Cir",john.carlson@raymondjames.com,,Salesforce
10930091,Inactive Investor,James Farrell,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Ramsey NJ 700 Lake St",paul.farrell@ampf.com,,Salesforce
11200966,Inactive Investor,Courtney Ranstrom,Chief Compliance Officer;Co-Founder;Financial Life Planner;Managing Member;Partner,"Trailhead Planners, LLC",,,Salesforce
10823572,Inactive Investor,Lydia Borgatta,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",lydia.s.borgatta@wellsfargoadvisors.com,,Salesforce
9567916,,Elio Elio,,,3535elio@gmail.com,,List import
11103332,Inactive Investor,Adam Huebner,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",,,Salesforce
10787434,Inactive Investor,Douglas Thompson,,"Parkland Securities, LLC Rochester MN 2308 Meadow Hills Dr SW",,,Salesforce
11197959,Inactive Investor,Steven Gottlieb,,LPL Financial LLC Glens Falls NY 101 Ridge St,steven.gottlieb@lpl.com,,Salesforce
10825875,Inactive Investor,Vincent Grieco,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",vincent.grieco@ml.com,,Salesforce
10646142,,Jeffery Townsend,,,jeff@townsendretirement.com,,List import
9626891,,sangam jangid,,,jangidsangam0009@gmail.com,,List import
9544858,,Von Richard Ebron,,,vonrichardebron@yahoo.com,,List import
10772334,Inactive Investor,Richard Baker,Executive Director,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10596761,,Andrew Threadgold,,,threadgold_andrew@msn.com,,Web Form Fillout
10964346,Inactive Investor,Endy Peralta,,J.P. Morgan Securities LLC New York NY 2540 Broadway,endy.peralta@chase.com,,Salesforce
10971192,Inactive Investor,James Soong,Financial Professional,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",james.soong@prudential.com,,Salesforce
9626446,,pocathedondiva@gmail.com Green,,,pocathedondiva@gmail.com,,List import
10893873,Inactive Investor,Joseph Jarrett,,"Truist Investment Services, Inc. The Villages FL 4525 County Road 48",joseph.e.jarrett@truist.com,,Salesforce
10978458,Inactive Investor,Comischell Bradley-Rodriguez,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,comischell_bradley-rodriguez@vanguard.com,,Salesforce
9627322,,Susan Thomas,,,susanmillsthomas@cox.net,,List import
10981777,Inactive Investor,Ethan Arneson,,Robert W. Baird & Co. Incorporated,,,Salesforce
353160,,Ann Chan,Associate,R&R Investments,annjiachan@gmail.com,,Event
9611118,,Greg Drozdow,,,greg@snappykraken.com,,List import
10890005,Inactive Investor,Marcus Patterson,Private Client Advisor,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,marcus.patterson@jpmorgan.com,,Salesforce
9625666,,Rob Shaw,,,robjames111@gmail.com,,List import
11010850,Inactive Investor,Jacob Helberg,,Cetera Advisor Networks LLC Hopkins MN 110 Cheshire Ln,,,Salesforce
10874196,Inactive Investor,Graham Wright,Financial Advisor,"Osaic Institutions, Inc. Walnut Creek CA 1760 N Broadway",,,Salesforce
11005075,Inactive Investor,Sebastian Payne,,D.A. Davidson & Co. Pasadena CA 301 N Lake Ave,,,Salesforce
10905138,Inactive Investor,Stephen Gansler,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,sgansler@janney.com,,Salesforce
10754083,Inactive Investor,Harrison Campbell,Financial Advisor;First Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,harrison.campbell@morganstanley.com,,Salesforce
10975692,Inactive Investor,Daniel Goblirsch,,The Huntington Investment Company Saint Paul MN 3380 Denmark Ave,daniel.goblirsch@huntington.com,,Salesforce
11117273,Inactive Investor,Patrick Kelly,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,pkelly@primerica.com,,Salesforce
11149817,Inactive Investor,James Geary,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",james.geary@tiaa.org,,Salesforce
241625,,Anthony Campagni,INVESTMENT ADVISOR REP,"Strata Financial Group, LLC",apc@stratafinancial.com,6147988666,source
119891,,John Schmidt,Financial Advisor,"Royal Alliance Associates, Inc.",john.schmidt@royalaa.com,937-291-8660,
11204511,Inactive Investor,Sabri Hesano,Financial Advisor;First Vice President - Wealth Management;Managing Director - Wealth Management;Senior Vice President,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,sabri.hesano@ubs.com,,Salesforce
10845170,Inactive Investor,Thomas Conway,,"Osaic Wealth, Inc. Pittsburgh PA 153 Thousand Oaks Dr",,,Salesforce
11196562,Inactive Investor,Korbett Roberts,,"M Holdings Securities, Inc. Waco TX 1701 Austin Ave",korbett.roberts@mfin.com,,Salesforce
10801788,Inactive Investor,Kelly Dunagan,,JDL Securities Corporation,kelly@jdlsecurities.com,,Salesforce
241330,,David Cust,,Means Wealth Management,david.cust@meanswealth.com,(207) 947-6763,Database Upload
11222052,,Wade McFee,,,wade@mcfeefinancial.com,,List Import
11084744,Inactive Investor,John Colombo,Deputy General Counsel,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11260342,Inactive Investor,Josef Weiser,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,josef_weiser@vanguard.com,,Salesforce
11019349,Inactive Investor,Hannah Hobbes,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",hannah.n.hobbes@nm.com,,Salesforce
11020581,Inactive Investor,Robert Youngdahl,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",robert.youngdahl@nm.com,,Salesforce
11192510,Inactive Investor,John Mogk,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",john.mogk@wellsfargoadvisors.com,,Salesforce
10782592,Inactive Investor,Jeff Dodd,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,jeff.dodd@fmr.com,,Salesforce
9553144,,Ulrich Keller,,,rkeller@ff-inc.com,,List import
9545194,,Matthew Hall,,,mhall@firstrepublic.com,,List import
9595556,,Christine Finn,,,cfinn@tollesonwealth.com,,List import
11039640,Inactive Investor,Alice Ortiz,,Santander Securities LLC Johnston RI 1414 Atwood Ave,,,Salesforce
11035617,Inactive Investor,Aviv Hod,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",aviv.hod@ml.com,,Salesforce
10826929,Inactive Investor,Benjamin Kneeland,Financial Advisor,"Raymond James & Associates, Inc. Duluth MN 26 E Superior St",benjamin.kneeland@raymondjames.com,,Salesforce
11070876,Inactive Investor,Richard Baur,Financial Advisor,LPL Financial LLC Mars PA 100 Northpointe Cir,richard.baur@lpl.com,,Salesforce
11119441,Inactive Investor,Samuel Gearing,,State Farm VP Management Corp. Menomonie WI 2201 Schneider Ave SE,,,Salesforce
10980354,Inactive Investor,Kimberly Gutierrez,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,kimberly.gutierrez@jpmorgan.com,,Salesforce
10621695,,Lawrence Calcano,,,lawrence@icapitalnetwork.com,,List import
230852,, -,,[[Unknown]],minnminn2121@gmail.com,,
9632285,,scott sabbagh,,,ssabbagh@matrixrea.com,,List import
10989918,Inactive Investor,Charles Assey,,"OneAmerica Securities, Inc. West Columbia SC 104 Corporate Blvd",,,Salesforce
9560970,,Dave Meekes,,,meekes10@hotmail.com,,List import
10848931,Inactive Investor,Ted Sego,Financial Advisor,LPL Financial LLC Springdale AR 6576 Lynchs Prairie Cv,ted.sego@lpl.com,,Salesforce
9612057,,Lola Bake,,,herlina.tobing24@gmail.com,,List import
11110628,Inactive Investor,Jenifer Moore,Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 381 E Broadway",jenifer.newson@wellsfargo.com,,Salesforce
9551919,,Ronald Wright,,,ronald.wright@voyafa.com,,List import
11124713,Inactive Investor,Sarah Mcentee,,Thrivent Investment Management Inc. Georgetown TX 2955 Dawn Dr,sarah.mcentee@thrivent.com,,Salesforce
11007122,Inactive Investor,Mark Gish,,PFS Investments Inc. Jupiter FL 6650 W Indiantown Rd,mgish@primerica.com,,Salesforce
10970489,Inactive Investor,Nathan Anglin,Branch Operations Manager;Registered Client Service Associate,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",nate.anglin@raymondjames.com,,Salesforce
11004241,Inactive Investor,Andrew Dowd,,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",,,Salesforce
11113753,Inactive Investor,Molly Marren,,"Sanford C. Bernstein & Co., LLC",molly.marren@bernstein.com,,Salesforce
11095947,Inactive Investor,Christopher Regan,Chief Operating Officer,Prime Buchholz LLC,christopher.regan@primebuchholz.com,,Salesforce
10614270,,Ronald Casanova,Financial Advisor,,ronald.casanova@wellsfargoadvisors.com,,List Import
11059176,Inactive Investor,Troy Wagner,,"CliftonLarsonAllen Wealth Advisors, LLC Milwaukee WI 10401 W Innovation Dr",troy.wagner@claconnect.com,,Salesforce
6790852,,Mk Kham,,,mkk06457@gmail.com,,Web Form Fillout
9571267,,Jeffrey Wolf,"Co-Founder, Managing Member, Regulatory Contact","WealthStar Advisors, LLC",jwolf@wealthstaradvisors.com,972-372-2945,List import
10909519,Inactive Investor,Patrick Goeckner,,"Osaic Wealth, Inc. Rockford IL 129 Phelps Ave",pgoeckner@osaicwealth.com,,Salesforce
11216923,,Gregory Magnuson,,,gregory.magnuson@nb.com,,Other
11134143,Inactive Investor,Octavius Reid,Senior Vice President;Sports and Entertainment Director;Wealth Advisor,Morgan Stanley Marlton NJ 303 Lippincott Dr,octavius.reid.iii@morganstanley.com,,Salesforce
9632034,,Robert Farr,,,rfarr842@msn.com,,List import
9561418,,Kelvin Fu,,,kelvin.fu@gunungcapital.com,,List import
9589702,,Peter Haskopoulos,,,phaskopoulos@riverstonellc.com,,List import
10912164,Inactive Investor,Paul Levin,,Commonwealth Financial Network Cherry Hill NJ 112 Haddontowne Ct,plevin@commonwealth.com,,Salesforce
10617334,,Martin Lefty,,,marty.lefty@ampf.com,,List Import
10822993,Inactive Investor,Adam Loedel,,LPL Financial LLC East Syracuse NY 5900 N Burdick St,adam.loedel@lpl.com,,Salesforce
10967938,Inactive Investor,Jacob Khairallah,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9632547,,Caitlin Brodie,,,caitlin.brodie@carlyle.com,,List import
9642555,,Terry Smith,,,terry.a.smith@morganstanley.com,,List import
9586383,,James Medeiros,,,jmedeiros@grahamcapital.com,,List import
10772882,Inactive Investor,Cyrus Shabaz,Financial Advisor,AdvisorNet Wealth Partners,,,Salesforce
11194804,Inactive Investor,Timothy Welchons,Financial Advisor,"Ascent Wealth Partners, LLC",timw@ascentwp.com,,Salesforce
11220440,,Patricia Williams,,,pattiwilliams@deltaadvisors.com,,Other
11053123,Inactive Investor,Jay Wolk,,J.P. Morgan Securities LLC Walled Lake MI 2181 N Pontiac Trl,jay.wolk@jpmorgan.com,,Salesforce
10983219,Inactive Investor,Kenneth Kovalchuk,,"Osaic Wealth, Inc. Mt. Pleasant PA Private Residence",,,Salesforce
11195213,Inactive Investor,Lauren Frahn,,"Hennion & Walsh, Inc.",lfrahn@hennionandwalsh.com,,Salesforce
370689,,Keith Bertolino,,United States,keith.d.bertolino@gmai.com,,Salesforce
9588918,,Gabriele Castelli,,,gabrielecastelli@me.com,,List import
10752448,Inactive Investor,Michael Bell,,"Next Financial Group, Inc. Tallahassee FL 1331 E Lafayette St",,,Salesforce
10863042,Inactive Investor,Mitchell White,,"Farmers Financial Solutions, LLC Petaluma CA 1129 Industrial Ave",mitchell_white@farmers.com,,Salesforce
10947699,Inactive Investor,Madelyn Huhman,,Edward Jones Kingman KS 240 N Main St,,,Salesforce
11213060,Inactive Investor,Chiou-Pying Cheng,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,chiou-pying.cheng@fmr.com,,Salesforce
10798522,Inactive Investor,Lori Latey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lori.latey@fidelity.com,,Salesforce
10755512,Inactive Investor,Eric Stern,Executive Director,Morgan Stanley,eric.stern@morganstanley.com,,Salesforce
11001702,Inactive Investor,Christopher Shurney,,LPL Financial LLC,christopher.shurney@lpl.com,,Salesforce
9560862,,han ery,,,haner626@gmail.com,,List import
9643491,,Ali Moayeri,,,ali.moayeri@gmail.com,,List import
9638898,,Charles Roukema,,,croukema@beacontrust.com,,List import
9619399,,Andrew Mitchell,,,am@pacificor.com,,List import
11254483,Inactive Investor,Mark Signor,Financial Solutions Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",,,Salesforce
10977439,Inactive Investor,Gage Short,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11054122,Inactive Investor,Jeff Boyd,,"Independent Financial Group, LLC San Diego CA 8880 Rio San Diego Dr",,,Salesforce
10779610,Inactive Investor,Deborra Barbee,Portfolio Associate,Morgan Stanley Englewood CO 5251 DTC Pkwy,debbie.barbee@morganstanley.com,,Salesforce
11073343,Inactive Investor,Rocco Lafaro,Vice President - Investments,Aegis Capital Corp. Bronxville NY 26 Paxton Ave,rlafaro@aegiscap.com,,Salesforce
10758136,Inactive Investor,Tommy Porter,Managing Member;Regulatory Contact,"Founders Financial Alliance, LLC",tom.porter@foundersfa.com,,Salesforce
10506104,,Don Meade,Owner,Holy City Wealth Management,don.meade@cambridgesecure.com,8438565536,List import
236661,, -,,[[Unknown]],elfredojohnson1@gmail.com,,
10988217,Inactive Investor,Tanya Torres,,Park Avenue Securities LLC Austin TX 1250 S Capital of Texas Hwy,,,Salesforce
11217040,,Paul Charbonneau,,,pcharbonneau@nb.com,,Other
11050015,Inactive Investor,Lawrence Collins,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,scott.collins.sbj9@statefarm.com,,Salesforce
10883688,Inactive Investor,Melissa Goodman-Nissley,Financial Advisor,Edward Jones Muskogee OK 600 Emporia St,melissa.goodman-nissley@edwardjones.com,,Salesforce
9540629,,Nisa Amoils,,,nisa@republic.co,,List Import
11102225,Inactive Investor,Zachery Shiner,,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
10815176,Inactive Investor,Melanie Connelly,Financial Advisor,Edward Jones Toledo OH 4029 W Central Ave,melanie.connelly@edwardjones.com,,Salesforce
11189522,Inactive Investor,Ned Pascucci,,"1st Discount Brokerage, Inc. Providence RI 127 Dorrance St",npascucci@1db.com,,Salesforce
11208158,Inactive Investor,Travis Mays,Financial Advisor,Prime Capital Financial Little Rock AR 6325 Ranch Dr,tmays@pciawealth.com,,Salesforce
10949389,Inactive Investor,Katherine Jacobe,,Citigroup Global Markets Inc.,,,Salesforce
11081167,Inactive Investor,Timothy Kopchick,,"Avantax Investment Services, Inc. Troy MI 5700 Crooks Rd",,,Salesforce
10984742,Inactive Investor,Giuseppe Bianco,Financial Advisor,Cornerstone Planning Group,giuseppe@cspgllc.com,,Salesforce
11024272,Inactive Investor,Brian Clement,Client Service Associate;Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",brian.clement@rbc.com,,Salesforce
11122628,Inactive Investor,Colleen Baird,Financial Advisor,Edward Jones Birmingham AL 4000 Meadow Lake Dr,colleen.baird@edwardjones.com,,Salesforce
110510,,Richard Hammerness,,Self,rhammer@suddenlink.net,(979) 260-1407,
10917422,Inactive Investor,Ian Gordon,,LPL Financial LLC Moscow PA 1310 Church St,ian.p.gordon@lpl.com,,Salesforce
10938630,Inactive Investor,Reginald Smith,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,reginaldaubrysmith@primerica.com,,Salesforce
11139872,Inactive Investor,Joselito Turdanes,,PFS Investments Inc. Glendale CA 127 S Brand Blvd,jturdanes@primerica.com,,Salesforce
10770411,Inactive Investor,Daniel Smart,Financial Advisor,Citigroup Global Markets Inc. Tampa FL 3800 Citibank Ctr,daniel.r.smart@citi.com,,Salesforce
10764784,Inactive Investor,Luke Carter,,"Ameriprise Financial Services, LLC Fall River MA 275 Martine St",luke.c.carter@ampf.com,,Salesforce
11187912,Inactive Investor,Jeffrey Huntington,,State Farm VP Management Corp. Springdale PA 824 Pittsburgh St,,,Salesforce
10807396,Inactive Investor,Shannon Cully,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",shannon.mchugh@ml.com,,Salesforce
351652,,Chad Cook,Director Business Development,"Satori Capital, Llc",chad@satoricapital.com,214-390-6270,Manual List Upload
11027296,Inactive Investor,Andrew Parisi,,B. Riley Wealth Management Red Bank NJ 210 Broad St,aparisi@brileywealth.com,,Salesforce
11229931,Inactive Investor,Luz Del Alba Amirshahi,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",luzdelalba.amirshahi@nm.com,,Salesforce
10902129,Inactive Investor,Michael Persell,Partner;Private Wealth Manager,Creative Planning,michael.persell@creativeplanning.com,,Salesforce
10909995,Inactive Investor,Justin Kiesz,,MWA Financial Services Inc. Aberdeen SD 401 S Main St,justin.c.kiesz@mwarep.org,,Salesforce
11109307,Inactive Investor,Vaughn Hoban,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",vaughn.hoban@nm.com,,Salesforce
10839988,Inactive Investor,Chandra Burns,,"Ameriprise Financial Services, LLC Lindsborg KS 107 S Main St",chandra.burns@ampf.com,,Salesforce
10958297,Inactive Investor,Thomas Riegling,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",thomas.riegling@tiaa.org,,Salesforce
11192572,Inactive Investor,John Woods,Financial Advisor,"Wells Fargo Clearing Services, LLC Mesa AZ 121 S Power Rd",woodsja@wellsfargo.com,,Salesforce
11152041,Inactive Investor,Charles Cauley,,"Avantax Investment Services, Inc. Dublin GA 1300 Bellevue Ave",,,Salesforce
10893208,Inactive Investor,Ford Timms,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Albuquerque NM 2442 Louisiana Blvd NE",ford.timms@schwab.com,,Salesforce
10854799,Inactive Investor,Anusuya Barua,,Deutsche Bank Securities Inc.,anusuya@deutschewealth.com,,Salesforce
11083364,Inactive Investor,William Hampton,,"Securities Management & Research, Inc. Grand Junction CO 200 Grand Ave",whampton@smrone.com,,Salesforce
11204542,Inactive Investor,Gregory Raines,,"Cambridge Investment Research, Inc. Glen Allen VA 4801 Cox Rd",,,Salesforce
10768270,Inactive Investor,Hank Yu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Upland CA 1890 N Campus Ave",hank.yu@schwab.com,,Salesforce
11093145,Inactive Investor,Eric Looby,Client Service Associate,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,eric.looby@ubs.com,,Salesforce
11037818,Inactive Investor,Joseph O'Neill,,"Allstate Financial Services, LLC Port Jefferson NY 38 Sheep Pasture Rd",josephoneill@allstate.com,,Salesforce
11170481,Inactive Investor,Jack Gill,,Fidelity Brokerage Services LLC Ashburn VA 20465 Exchange St,jack.gill@fmr.com,,Salesforce
11168372,Inactive Investor,Meng-Ching Tsai,Financial Advisor,Morgan Stanley Irvine CA 1901 Main St,emily.tsai@morganstanley.com,,Salesforce
10843117,Inactive Investor,Paul Dedora,Chief Investment Officer;President,"DeDora Capital, Inc.",paul.dedora@dedoracapital.com,,Salesforce
10842603,Inactive Investor,William Enriquez,Financial Advisor,"Ameriprise Financial Services, LLC North Palm Beach FL 712 US Hwy 1",william.enriquez@ampf.com,,Salesforce
10847579,Inactive Investor,Stephen Merriman,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 4900 Hwy 169 N",stephen.p.merriman@ampf.com,,Salesforce
11136502,Inactive Investor,Allen Zettergren,,"Silver Oak Securities, Incorporated Hendersonville TN Private Residence",,,Salesforce
10838803,Inactive Investor,Richard Cahlin,Financial Advisor,LPL Financial LLC Miami FL 1001 Brickell Bay Dr,richard.cahlin@lpl.com,,Salesforce
10612895,,William Wu,Financial Advisor,,william.wu@lpl.com,,List Import
10765228,Inactive Investor,Douglas Seelicke,Managing Director - Institutional Equity Sales,Stephens,doug.seelicke@stephens.com,,Salesforce
11074820,Inactive Investor,Caleb Lawrence,Chief Executive Officer;Investment Advisor,Caleb Lawrence Registered Investment Adviser Inc.,caleb@clinvestments.com,,Salesforce
11004043,Inactive Investor,Patricia Alba,,LPL Financial LLC Burbank CA 2411 W Olive Ave,patricia.alba@lpl.com,,Salesforce
11073691,Inactive Investor,Jeffrey Palpant,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management,Morgan Stanley Medford OR 3103 Signature Ct,jeffrey.palpant@morganstanley.com,,Salesforce
11234415,Inactive Investor,Gina Gendrey,,Park Avenue Securities LLC Hollywood FL 4000 Hollywood Blvd,,,Salesforce
10646521,,Jennifer Edwards,,,jennifer.edwards@ubs.com,,List Import
10795426,Inactive Investor,Gregory Harned,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",greg_harned@ml.com,,Salesforce
373239,,Frederick Paulman,,[Unknown],fpaulman@gmail.com,,source
11024960,Inactive Investor,Chavannes Jr Dormevil,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,,,Salesforce
216214,,Seth Waltz,,SFP Wealth,swaltz@sfpwealth.com,,Event
10856110,Inactive Investor,Matthew Dibetta,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",matthew.dibetta@ml.com,,Salesforce
342172,,Paul Gillette,Associate,"Gennx360 Management Company, Llc",pgillette@gennx360.biz,212-257-6782,Manual List Upload
10899233,Inactive Investor,Mark Recoulley,Financial Advisor,Edward Jones Holland MI 162 E 8th St,mark.recoulley@edwardjones.com,,Salesforce
10695831,,Thomas Canals,,Franklin Templeton Financial Services,thomas.canals@osam.com,,List Import
9582625,,Bruce Laning,,,bruce.laning@wealthspire.com,,List import
10925193,Inactive Investor,Luis Prieto Uzcategui,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11220490,,Gerald Preschutti,,,preschutti@wagadvisors.com,,Other
11234572,Inactive Investor,Debra Knotts,Senior Wealth Advisor,Albion Financial Group,dknotts@albionfinancial.com,,Salesforce
10878372,Inactive Investor,Jarrett Mehalik,Preferred Program Specialist,"Fifth Third Securities, Inc. Mentor OH 6675 Center St",jarrett.mehalik@53.com,,Salesforce
11074017,Inactive Investor,Ryan Botsford,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Santa Monica CA 1333 4th St,ryan.botsford@jpmorgan.com,,Salesforce
10765762,Inactive Investor,Paul Campbell,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,paul.campbell@ubs.com,,Salesforce
9591684,,Roman Cabrera,,,cabreraroman810@gmail.com,,List import
11112316,Inactive Investor,Zachary Hammond,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Louisville KY 295 N Hubbards Ln",,,Salesforce
10840611,Inactive Investor,Donald Duffy,Financial Advisor,Edward Jones Freeport ME 5 Depot St,don.duffy@edwardjones.com,,Salesforce
11074410,Inactive Investor,Armand Spaziano,Chief Compliance Officer;Member;President;Principal,Creative Resources Investment Advisors LLC,aspaziano@criadvisors.com,,Salesforce
10862649,Inactive Investor,John Clarkson,,"Allstate Financial Services, LLC Riverview FL 12307 Boyette Rd",,,Salesforce
9572769,,Steven Schaefer,,,steven.schaefer@pnc.com,,List import
10814260,Inactive Investor,Krystal Simpkins,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",krystal_simpkins@ml.com,,Salesforce
10487846,,Matthew Sibley,"Principal, Wealth Advisor","Raymond James Financial Services Advisors, Inc",matt@mpadallas.com,,List Import
235191,, -,,[[Unknown]],5918550@qq.com,,
9621212,,Daniel Vande Lune,,,feman64@yahoo.com,,List import
10849521,Inactive Investor,Stacie Hickman,,State Farm VP Management Corp. Davidsville PA 311 S Main St,stacie.hickman.qypa@statefarm.com,,Salesforce
10972726,Inactive Investor,Samantha Olah,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,samantha.olah@jpmorgan.com,,Salesforce
10696143,,Juan Guerra,,ITAU,juanfernando.guerra@itau.us,,List Import
10772844,Inactive Investor,Adam Hromiak,Financial Advisor,Edward Jones Cape Coral FL 3571 Del Prado Blvd N,adam.hromiak@edwardjones.com,,Salesforce
11145304,Inactive Investor,Lori Neisent,Senior Registered Associate,Morgan Stanley Rapid City SD 909 Saint Joseph St,,,Salesforce
10796812,Inactive Investor,Robert Finan,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,robert.finan@morganstanley.com,,Salesforce
10793958,Inactive Investor,Marie Burnett,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7101 York Ave S",marie.a.burnett@ampf.com,,Salesforce
11165480,Inactive Investor,Jamiee Hough,,"Raymond James Financial Services, Inc. Medina OH 387 Medina Rd",jamiee.hough@raymondjames.com,,Salesforce
11219637,,Rodney Little,,,rodney.little@ceterafs.com,,Other
10764461,Inactive Investor,Joseph Clark,Field Supervisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11059282,Inactive Investor,Radene Gordonbeck,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Reading PA 945 Berkshire Blvd",rgordon-beck@kingsview.com,,Salesforce
11029829,Inactive Investor,Debra Shultz,Wealth Advisor,LPL Financial LLC Leawood KS 12405 Beverly St,debra.shultz@lpl.com,,Salesforce
10657035,,Kristin Bellamia,,,kristin.bellamia@jpmorgan.com,,List Import
10787548,Inactive Investor,Benjamin Perl,Managing Director,Neuberger Berman BD LLC,bperl@nb.com,,Salesforce
45740,,Robert Burger,Senior Vice President,"MML Investors Services, LLC",rburger@massmutual.com,212-536-6119,
10488307,,Kimberly Abmeyer,,ORG Partners,kimtdallas@yahoo.com,,List Import
8959396,,Nicholas Pastoll,,,nptech@gmail.com,,Web form fillout
11191732,Inactive Investor,Aaron Pepin,,"Cambridge Investment Research, Inc. Tulsa OK 4880 S Lewis Ave",,,Salesforce
6834558,,Shikinah Hines,,,shikinah4@gmail.com,,Web Form Fillout
230659,, -,,[[Unknown]],jeff@apex-instruments.com,,Organic Search
11157000,Inactive Investor,Matthew Alimena,Chief Executive Officer,WealthNest Capital Inc.,,,Salesforce
10852476,Inactive Investor,Christopher Flocke,,PFS Investments Inc. Fort Worth TX 6850 Manhattan Blvd,christopher.flocke@primerica.com,,Salesforce
5029076,,Matthew Pair,,Pair Properties Inc,matthewpair@yahoo.com,18505017800,Web form fillout
10873088,Inactive Investor,Thomas Shelder,,&Partners Elk Rapids MI 215 River St,,,Salesforce
11048146,Inactive Investor,Karen Acher-Howard,Senior Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,karen.acherhoward@us.hsbc.com,,Salesforce
11021388,Inactive Investor,Scott Tansley,Financial Advisor,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",scott.tansley@wellsfargo.com,,Salesforce
11210622,Inactive Investor,Samantha Holowka,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",samantha.holowka@nm.com,,Salesforce
10826518,Inactive Investor,Warren Foley,,"Allstate Financial Services, LLC Kissimmee FL 1426 E Osceola Pkwy",wfoley@allstate.com,,Salesforce
10986062,Inactive Investor,Toddrick Manning,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11179316,Inactive Investor,Robert Cafaro,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 396 Alhambra Cir",robert.cafaro@wellsfargoadvisors.com,,Salesforce
11144194,Inactive Investor,Marty Thompson,,State Farm VP Management Corp. Wrightsville GA 8660 S Marcus St,martythompson@statefarm.com,,Salesforce
10803075,Inactive Investor,Kathryn Kearney,Chief Compliance Officer;Chief Financial Officer;Partner,"Westfield Capital Management Company, L.P.",kkearney@wcmgmt.com,,Salesforce
10954124,Inactive Investor,Landon Taylor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11188548,Inactive Investor,Matthew McLaughlin,Financial Advisor,Edward Jones Morgantown WV 1427 Earl L Core Rd,matt.mclaughlin@edwardjones.com,,Salesforce
10917220,Inactive Investor,Gregory Ahrendt,,"ValMark Securities, Inc. Saint Cloud MN 2700 1st St N",,,Salesforce
9611060,,Paul Maley,,,paul.maley@db.com,,List import
10784875,Inactive Investor,Lukas Graham,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,lukas.graham@fidelity.com,,Salesforce
9647773,,Thomas Headlee,,,tom@visionplanningservices.com,,List import
11182807,Inactive Investor,Ronald Scott,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Syracuse NY 440 S Warren St,ronald.scott@ubs.com,,Salesforce
10897862,Inactive Investor,Jennifer Richy,Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,jennifer.richy@morganstanley.com,,Salesforce
11042132,Inactive Investor,James Snyder,,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",,,Salesforce
10620067,,Mayra Ontiveros,,,montiveros@hinsdalebank.com,,List Import
11171871,Inactive Investor,Gary Fox,,"Cambridge Investment Research, Inc. Westfield NJ 414 Central Ave",,,Salesforce
11004011,Inactive Investor,Becky Boylan,,J.P. Morgan Securities LLC Satellite Beach FL 1922 Hwy A1A,becky.boylan@chase.com,,Salesforce
11202664,Inactive Investor,Yarinette Flores,,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",,,Salesforce
10661679,,Gregory Moerschel,,,gregm@bpoc.com,,List Import
11200802,Inactive Investor,Andrew Spaventa,Chief Executive Officer;Founder,"TSG Alpha Partners, LLC",,,Salesforce
9645863,,Gaurav Dahake,,,gauravair1@gmail.com,,List import
11062158,Inactive Investor,Anne Sullivan,,LPL Financial LLC Morristown NJ 305 Madison Ave,anne.sullivan@lpl.com,,Salesforce
9556042,,Saif Ahmed,,,saif.r.ahmed@gmail.com,,List import
9594484,,Glen Braganza,,,gbraganza@bitpay.com,,List import
11167238,Inactive Investor,Murry Vaughan,,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",murryvaughan@synovus.com,,Salesforce
11004959,Inactive Investor,Jason Tolzman,,"Geneos Wealth Management, Inc. Scottsdale AZ 9917 E Bell Rd",,,Salesforce
10844369,Inactive Investor,Lawrence Singer,Financial Advisor,"Ameriprise Financial Services, LLC Westminster MD Private Residence",lawrence.t.singer@ampf.com,,Salesforce
9646509,,Hans Peter,,,hans.peter@gmx.net,,List import
9557402,,Stacy Graham,,,sgraham@aicrep.com,,List import
129110,,Nathan Bodart,,"Wipfli Financial Advisors, Llc",nbodart@wipflifinancial.com,,
11156716,Inactive Investor,Charlotte McGhee,Sales Associate;Senior Registered Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,charlotte.mcghee@morganstanley.com,,Salesforce
10659464,,Nihila Sivarajan,,,nihila.x.sivarajan@chase.com,,List Import
10907699,Inactive Investor,Jason Barber,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Managing Member,"Uptick Partners, LLC",jason@holisticplanning.com,,Salesforce
11178254,Inactive Investor,Blake Lenk,Associate Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Irvine CA 2875 Michelle",,,Salesforce
10996651,Inactive Investor,Debra Lafferty,,"Ameriprise Financial Services, LLC Pawtucket RI 1200 Central Ave",debra.lafferty@ampf.com,,Salesforce
11002552,Inactive Investor,Jorge Pizarro,Private Wealth Advisor,"Osaic Wealth, Inc. Manhasset NY 1615 Northern Blvd.",,,Salesforce
10778316,Inactive Investor,Logan King,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaumont TX 7675 Folsom Dr",logan.j.king@ml.com,,Salesforce
10807069,Inactive Investor,David Kincaid,Financial Advisor,Edward Jones La Crosse WI 300 2nd St N,david.kincaid@edwardjones.com,,Salesforce
10656719,,Mehmed Suta,,,mehmed.suta@fmr.com,,List Import
10645527,,Robert Brown,,,rbrown@lincolninternational.com,,List Import
11221324,,Scott Misson,,,mscott@firstrepublic.com,,List Import
11013205,Inactive Investor,Susanne Kullen,,Aurora Securities,,,Salesforce
11222273,,Brendan York,,,bryork@firstrepublic.com,,List Import
11166245,Inactive Investor,Carrie McGurkin,,UBS Financial Services Inc. Hartford CT 1 State St,carrie.mcgurkin@ubs.com,,Salesforce
10933095,Inactive Investor,Amanda Dunne,,"Sanford C. Bernstein & Co., LLC",amanda.dunne@alliancebernstein.com,,Salesforce
219569,,Rick Salinas,,[Unknown],ricksalinas639@gmail.com,,
10940923,Inactive Investor,Michael Liguori,Investment Advisor Representative,"Principal Securities, Inc. Melville NY 48 S Service Rd",liguori.michael@principal.com,,Salesforce
9639198,,Edward Chin,,,edwardckchin@gmail.com,,List import
10822719,Inactive Investor,Michael Cusick,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",michael.cusick@ml.com,,Salesforce
10876518,Inactive Investor,John Thompson,,LPL Financial LLC Cape Girardeau MO 2911 Breckenridge Dr,jp.thompson@lpl.com,,Salesforce
10882047,Inactive Investor,Brian Sanderson,Financial Advisor,Edward Jones Columbia TN 710 N Garden St,brian.sanderson@edwardjones.com,,Salesforce
10764334,Inactive Investor,Wesley Crowley,Financial Advisor;Senior Vice President,Morgan Stanley Cleveland OH 200 Public Sq,wesley.crowley@morganstanley.com,,Salesforce
9573316,,Ronald Weiss,,,rweiss@bamfunds.com,,List import
10897765,Inactive Investor,Christopher Mastley,Advisor,"JNBA Financial Advisors, LLC",cmastley@jnba.com,,Salesforce
11164739,Inactive Investor,Katie Preston,Financial Advisor,Edward Jones Dubuque IA 4840 Asbury Rd,,,Salesforce
10987418,Inactive Investor,Jaime Schimmel,,Key Investment Services LLC,,,Salesforce
10815287,Inactive Investor,Brian Onofrio,Founding Partner;Member,"Summit Asset Management, LLC",,,Salesforce
10808402,Inactive Investor,Stuart Cameron,,Cetera Advisor Networks LLC Wilmington DE Private Residence,camerons@ceteranetworks.com,,Salesforce
10868801,Inactive Investor,Keith Morris,,"Steward Partners Investment Solutions, LLC Conshohocken PA 161 Washington St",keith.morris@stewardpartners.com,,Salesforce
11221519,,James Lutz,,,jiml@efsadvisors.com,,List Import
11178618,Inactive Investor,Jade Friesell,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10988541,Inactive Investor,Nicole Blaas,,"Raymond James Financial Services, Inc. Longmont CO 2040 Terry St",nicole.blaas@raymondjames.com,,Salesforce
11123522,Inactive Investor,Justin Santangelo,Co-Founder;Financial Advisor,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",justin.santangelo@nm.com,,Salesforce
10983922,Inactive Investor,Sarah Arthur,Financial Advisor,"Valeo Financial Advisors, LLC",sarah.arthur@valeofinancial.com,,Salesforce
11166505,Inactive Investor,Chester Sobuta,,"MML Investors Services, LLC Moosic PA 52 Glenmaura National Blvd",csobuta@financialguide.com,,Salesforce
10617332,,William Lowe,,,william.lowe@ampf.com,,List Import
223146,,Mario Mercado,Founder/CEO,"BATS-TOI, INC.",mario.mercado@batstoi.com,,Manual List Upload
9566015,,Jeffrey Russel,,,jeffrey.russel@surveyor-capital.com,,List import
10843160,Inactive Investor,William Parker,Chief Compliance Officer;Owner;President,"Wychick Investment Advisors, Inc.",gparker@wychick.com,,Salesforce
10765878,Inactive Investor,James Kranz,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",james_kranz@ml.com,,Salesforce
9597666,,Charles Toole,,,ctoole@adviserinvestments.com,,List import
11042413,Inactive Investor,Brian Maxwell,,LPL Financial LLC Moose Lake MN Private Residence,brian.maxwell@lpl.com,,Salesforce
340957,,Pascal Kuenzi,Client Portfolios,Bellecapital International,pascal.kueenzi@bellecapital-intl.com,414-426-81170,Manual List Upload
10614129,,Joseph Ortolano,"Financial Advisor, Investment Officer, Senior Vice President",,joseph.a.ortolano@wellsfargoadvisors.com,,List Import
10829891,Inactive Investor,Frederick Schaefer,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",darrah.schaefer@nm.com,,Salesforce
10843242,Inactive Investor,Charles Schlegel,,Cetera Advisor Networks LLC Sunbury PA 40 N Front St,charles.schlegel@ceteranetworks.com,,Salesforce
9634084,,jake miller,,,cablepros33@gmail.com,,List import
11150561,Inactive Investor,Anthony Medeiros,,Fidelity Brokerage Services LLC,anthony.medeiros@fidelity.com,,Salesforce
10506797,,Bradley Kitzul,,,bradley@nxttechnologies.io,,Web Form Fillout
11255001,Inactive Investor,Frank Torrone,Senior Wealth Strategist,Satovsky Asset Management LLC,frank@satovsky.com,,Salesforce
234670,, -,,[[Unknown]],arambulandassociates@gmail.com,,
9567554,,Megan Fiorito,,,mfiorito@paraport.com,,List import
11007233,Inactive Investor,Shawn Sharafkah,,Thrivent Investment Management Inc.,,,Salesforce
10775203,Inactive Investor,Thomas Scala,Financial Advisor;Vice President,Citigroup Global Markets Inc. New Hyde Park NY 2301 Jericho Tpke,thomas.j.scala@citi.com,,Salesforce
11013883,Inactive Investor,Jeremy Guler,,PFS Investments Inc. Noblesville IN 802 Mulberry St,,,Salesforce
2202991,,Vme Mev,,,vmeprojects@gmail.com,,
9578087,,Dennis Yang,,,sinned@gmail.com,,List import
151211,,Richard Angelone,,[Unknown],rangelone1234@gmail.com,,Paid Search
237889,, -,,[[Unknown]],bullishfcs@verizon.net,,
10603584,,Peter Boockvar,Chief Investment Officer,"Bleakley Financial Group, LLC",peter.boockvar@bleakley.com,,List Import
239858,,Imran Hussein,,[Unknown],ih@securacapital.com,,Event
11088785,Inactive Investor,Daniel Moran,,"Smith, Moore & Co.",dmoran@smithmoore.com,,Salesforce
11039169,Inactive Investor,John Gormley,Chief Compliance Officer;Member,Goshen Capital LLC,jrgormley@goshen.capital,,Salesforce
11181163,Inactive Investor,Cynthia Cooper,Financial Advisor,Edward Jones Western Springs IL 915 55th St,cynthia.cooper@edwardjones.com,,Salesforce
10861037,Inactive Investor,Tania Kaarvand,Chief Compliance Officer;Director - Operations,Seneschal Family Office Tacoma WA 2312 N 30th St,tania.kaarvand@seneschaladvisors.com,,Salesforce
9595362,,asdf s,,,assong@gmail.com,,List import
11084401,Inactive Investor,Shane Colamarino,,LPL Financial LLC San Diego CA 4707 Executive Dr,shane.colamarino@lpl.com,,Salesforce
11208988,Inactive Investor,Girish Navare,,"Kestra Investment Services, LLC Boca Raton FL 2650 N Military Trl",,,Salesforce
10970310,Inactive Investor,John Bianchi,,Cetera Financial Specialists LLC Franksville WI Private Residence,,,Salesforce
11132047,Inactive Investor,Michael Johnson-Clyburn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesapeake VA 1801 Greenbrier Pkwy",,,Salesforce
227923,, -,,[[Unknown]],andrewrouscher@gmail.com,,Organic Search
10900934,Inactive Investor,Romany Pinto De La Paz,,UBS Financial Services Inc. Bakersfield CA 9201 Camino Media,romany.pintodelapaz@ubs.com,,Salesforce
10877504,Inactive Investor,Jay Cicone,Financial Advisor,"Chiron Capital Management, LLC",jay@chironcapital.com,,Salesforce
10937785,Inactive Investor,Christopher Ervin,,"Summit Global Investments, LLC",,,Salesforce
9543697,,Walt Dois,,,newmountainproperty@yahoo.com,,List import
11129181,Inactive Investor,Lauren Starr,Financial Advisor,Edward Jones Garland TX 625 Main St,lauren.starr@edwardjones.com,,Salesforce
9574986,,Ilona Lee,,,info@ilonalee.com,,List import
6836829,,Larry Goldstein,,,lgo838@gmail.com,,Web Form Fillout
11114002,Inactive Investor,Linwood Britton,,"Burch & Company, Inc",,,Salesforce
10791304,Inactive Investor,Jon Calluzzo,,Goldman Sachs & Co.,jon.calluzzo@gs.com,,Salesforce
342369,,Christian Cannon,Vice President And General Counsel,"Equitable Advisors, Llc",christian.cannon@axa-equitable.com,212-314-4600,Manual List Upload
10901639,Inactive Investor,Erin Resetar,Associate,Edward Jones Arvada CO 9032 W 88th Ave,,,Salesforce
9554199,,Victor Onu,,,onuvictor@gmail.com,,List import
10792561,Inactive Investor,Laura Basballe,Financial Advisor,Focus Financial Burnsville MN 1500 McAndrews Rd W,laurabasballe@focusfinancial.com,,Salesforce
10865644,Inactive Investor,Saida Volpe,Banker;Senior Associate,J.P. Morgan Securities LLC San Antonio TX 200 E Basse Rd,saida.gonzalez@jpmorgan.com,,Salesforce
10987924,Inactive Investor,Martin Wairimu,,PFS Investments Inc. Auburn WA 2020 A St SE,,,Salesforce
10780251,Inactive Investor,George Ebenhack,Executive Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,george.ebenhack@opco.com,,Salesforce
11202982,Inactive Investor,Alessandra Camille Ventresca-Barker,,"Wells Fargo Clearing Services, LLC San Jose CA 1730 Saratoga Ave",,,Salesforce
10772072,Inactive Investor,Christopher Couch,Financial Advisor,Edward Jones New Albany IN 1813 State St,christopher.couch@edwardjones.com,,Salesforce
11080101,Inactive Investor,Allison Wooldridge,Financial Advisor,Edward Jones Cedar Rapids IA 1221 Park Pl NE,allison.wooldridge@edwardjones.com,,Salesforce
9618075,,Ryan Liu,,,ryan.liu@citadel.com,,List import
9609664,,Hussein Alnuweir,,,alnuweiri@gmail.com,,List import
10811733,Inactive Investor,Lester Kotas,,Andrew Garrett Inc.,lkotas@andrewgarrett.com,,Salesforce
9560017,,Jill Rapps,,,jill@cas-naplesfl.com,,List import
10804274,Inactive Investor,Kathryn Van Loon,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,kathryn.vanloon@primerica.com,,Salesforce
10982833,Inactive Investor,Jerry Adams Shepherd,,J.P. Morgan Securities LLC Arlington TX 4330 Little Rd,jerry.adams-shepherd@jpmorgan.com,,Salesforce
10821264,Inactive Investor,Jeremy Roberts,Financial Advisor,Edward Jones Henryetta OK 504 W Main St,jeremy.roberts@edwardjones.com,,Salesforce
11168196,Inactive Investor,Michael Riera,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Florham Park NJ 216 Ridgedale Ave",michael.riera@wellsfargoadvisors.com,,Salesforce
11185310,Inactive Investor,Susan Mallery,,"Wells Fargo Clearing Services, LLC Gloversville NY 196 2nd Ave",susan.mallery@wellsfargoadvisors.com,,Salesforce
11192952,Inactive Investor,Lester Wigler,Financial Advisor;Portfolio Management Director,Morgan Stanley Plano TX 7500 Dallas Pkwy,lester.wigler@morganstanley.com,,Salesforce
10799319,Inactive Investor,Jay Brownfield,Financial Advisor,Edward Jones Asheboro NC 359 S Cox St,jay.brownfield@edwardjones.com,,Salesforce
10996292,Inactive Investor,Cody Nussbaum,,SECU Brokerage Services Dunn NC 200 Tilghman Dr,cody.nussbaum@ncsecu.org,,Salesforce
10920780,Inactive Investor,Brent Arnold,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",brent.arnold@tdameritrade.com,,Salesforce
10892137,Inactive Investor,Bradley Thomas,,J.P. Morgan Securities LLC Grand Rapids MI 200 Ottowa Ave NW,bradley.thomas@jpmorgan.com,,Salesforce
9634975,,David Veal,,,david.veal@investecmail.com,,List import
9637287,,Boogity Woogity,,,boogitywoogity453@gmail.com,,List import
11122417,Inactive Investor,Greg Overschmidt,,K. W. Chambers & Co.,,,Salesforce
9541040,,Mark Bensen,,,mark@buyusgold.com,,List import
11110045,Inactive Investor,Almira Fajardo,,BBVA Securities Inc.,,,Salesforce
10872492,Inactive Investor,Kendra Holmgren,,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 315 Manitoba Ave",,,Salesforce
11120287,Inactive Investor,Dallas George,,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",,,Salesforce
11067229,Inactive Investor,Sujata Bachan,,"Wells Fargo Clearing Services, LLC Syosset NY 137 Jackson Ave",sujata.bachan@wellsfargo.com,,Salesforce
10849859,Inactive Investor,Thomas Ostrosky,,"Kestra Investment Services, LLC Medford MA Private Residence",,,Salesforce
11164042,Inactive Investor,Christopher Cody,Financial Advisor,Edward Jones Sheridan AR 109B W Pine St,chris.cody@edwardjones.com,,Salesforce
9571331,,Jason Riley,,,jason.riley@pnc.com,,List import
10619439,,Jonathan Peters,,,jonathan.peters@morganstanley.com,,List Import
10847688,Inactive Investor,Brent Williams,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",brent.williams@equitable.com,,Salesforce
10662014,,Michael Vance,,,mcv@tenmalimited.com,,List Import
11121975,Inactive Investor,Joshua Alter,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",joshua.alter@equitable.com,,Salesforce
11229861,Inactive Investor,Jared Munson,,"Northwestern Mutual Investment Services, LLC Tacoma WA 1201 Pacific Ave",jared.munson@nm.com,,Salesforce
10995735,Inactive Investor,Dean Julian,Investment Advisor,"Fischer Investment Strategies, LLC",dean@fischerinvestmentstrategies.com,,Salesforce
9631331,,Ed Burrer,,,edburrer@gmail.com,,List import
11212313,Inactive Investor,Robert Croke,Managing Director,Neuberger Berman BD LLC,rcroke@nb.com,,Salesforce
11005423,Inactive Investor,Julaine Brown,,LPL Financial LLC,,,Salesforce
11190527,Inactive Investor,Brad Fang,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",brad.fang@schwab.com,,Salesforce
9557598,,Papa Pizza,,,679allanahkeardir679allan@alfnet.me,,List import
11023938,Inactive Investor,Carrie Vidamo,,"Nationwide Securities, LLC Gilbert AZ Private Residence",vidamc1@nationwide.com,,Salesforce
9540518,,Dan Sternberg,,Parkwood Limited,dan@parkwoodcapital.ca,,List Import
10404407,,Joseph Smith,,,steven.smith93@gmail.com,,Web Form Fillout
10823798,Inactive Investor,Sammy Lee,,"Avantax Investment Services, Inc. Berea KY 208 Pauline Dr",,,Salesforce
11033587,Inactive Investor,Matthew Waddell,,State Farm VP Management Corp. Colorado Springs CO 620 Southpointe Ct,,,Salesforce
10791934,Inactive Investor,Timothy Vasdias,,"Ameritas Investment Company, LLC Roseville CA 2530 Douglas Blvd",tvasdias@ameritas.com,,Salesforce
9557506,,Gabrielle Furgason,,,gfurgs123@gmail.com,,List import
11066496,Inactive Investor,Thiago Pinheiro,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Greenville SC 12 E Washington St",,,Salesforce
9636099,,Peter Bellocchio,,,peter@markjsnyder.com,,List import
11222009,,Edward Kozlowski,,,ekozlowski@wealthenhancement.com,,List Import
11142896,Inactive Investor,Stephen Gulley,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",sgulley@financialguide.com,,Salesforce
10860858,Inactive Investor,David Powers,Senior Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,david.k.powers@ubs.com,,Salesforce
233723,, -,,[[Unknown]],dhdjskskks@gmail.com,,
10945698,Inactive Investor,Stephen Bair,,"Allstate Financial Services, LLC Mauldin SC 14A W Pointe Blvd",stephenbair@allstate.com,,Salesforce
11069084,Inactive Investor,Spencer Croft,Service Advisor,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",spencer.croft@nm.com,,Salesforce
11172093,Inactive Investor,Tohnya Mccall,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,tmccall@primerica.com,,Salesforce
11172021,Inactive Investor,Jack Deutsch,,Deutsche Bank Securities Inc.,,,Salesforce
10989025,Inactive Investor,Sierra Gibson,Financial Planner,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",sierragibson@financialguide.com,,Salesforce
228803,, -,,[[Unknown]],fundresearch@waverton.co.uk,,Organic Search
11159275,Inactive Investor,Olajuwon Olaleye,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11078143,Inactive Investor,Enri Naka,,J.P. Morgan Securities LLC Northlake IL 100 W North Ave,enri.naka@chase.com,,Salesforce
9585435,,Donald Loveless,,,dloveless@loveless-wealth.com,,List import
10603736,,John Heppolette,"Chairman, Chief Executive Officer, Director, Managing Director, President",Citigroup Global Markets Inc.,john.d.heppolette@citi.com,,List Import
11210921,Inactive Investor,David Philbin,,"Allstate Financial Services, LLC Columbus NJ 23203 Columbus Rd",davidphilbin@allstate.com,,Salesforce
10941616,Inactive Investor,Tatiana Cooper,,Fidelity Brokerage Services LLC,,,Salesforce
10956231,Inactive Investor,Michael Zirbel,Financial Advisor;Owner,Commonwealth Financial Network Riverton WY 416 E Main St,mzirbel@commonwealth.com,,Salesforce
245949,,Not Provided,,SpaceChain,cliff@spacechain.com,,Manual List Upload
9633550,,diego fernandez,,,diegocentral000@gmail.com,,List import
10887275,Inactive Investor,Richard Coryell,Chief Compliance Officer;Managing Director;Owner;Portfolio Manager,Coryell Capital Management,,,Salesforce
209493,,Stuart Spector,,[[Unknown]],ssspector@outlook.com,,Direct
342247,,Philippe WITTMER,,[Unknown],pwittmer69@free.fr,,
9614592,,Brendon Canavan,,,brendoncanavan18@gmail.com,,List import
2996836,,test test,,test,test@dsfsdfserwrw.org,5555555555,
10941401,Inactive Investor,Markquel Taylor-Jones,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9631517,,Iskander Enikeev,,,nypsychiatric@hotmail.com,,List import
10952081,Inactive Investor,Dawn Hatch,Chief Compliance Officer;Operations Manager,Means Wealth Management,dawn.hatch@meanswealth.com,,Salesforce
10882637,Inactive Investor,Brian Morton,Financial Advisor,"Independent Financial Group, LLC Edmond OK 113 S Broadway",,,Salesforce
10878591,Inactive Investor,Charles Rogers,,"Cambridge Investment Research, Inc. Hickory NC 1155 Southgate Corporate Park SW",,,Salesforce
11108080,Inactive Investor,John Krieger,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",john_krieger@ml.com,,Salesforce
10756297,Inactive Investor,Thomas Mathison,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,thomas.mathison@morganstanley.com,,Salesforce
11182192,Inactive Investor,Robert Warren,Wealth Strategist,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,robert.t.warren@ubs.com,,Salesforce
10964753,Inactive Investor,William Lankford,,"First Command Brokerage Services, Inc. Summerville SC 208 W 7th North St",,,Salesforce
10898346,Inactive Investor,David Chilelli,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 601 N Section St",david.chilelli@ml.com,,Salesforce
11191227,Inactive Investor,Robert Gillispie,,Yes Life Financial,,,Salesforce
11105436,Inactive Investor,Stephen Trask,,IP Financial Advisory Services LLC Mechanicsburg PA Private Residence,strask@ipfinancialservicesllc.com,,Salesforce
11232875,Inactive Investor,Nicholas Konecny,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",nicholas.konecny@wellsfargo.com,,Salesforce
9643888,,Gary Murphy,,,gmurphy@financialengines.com,,List import
10884396,Inactive Investor,Alec Bogen,,"Raymond James Financial Services, Inc. Tampa FL 3010 W Azeele St",alec.bogen@raymondjames.com,,Salesforce
9565145,,William Hicks,,,williamchicks48@gmail.com,,List import
10985261,Inactive Investor,Setrak Kasparyan,,J.P. Morgan Securities LLC Valencia CA 28194 Newhall Ranch Rd,setrak.kasparyan@jpmorgan.com,,Salesforce
9616711,,Zhubing He,,,amandahe0410@gmail.com,,List import
10776122,Inactive Investor,William Lissau,Institutional Client Advisor;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 2100 S Utica Ave",william.lissau@bofa.com,,Salesforce
11097416,Inactive Investor,Jayson Howard,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jayson_howard@vanguard.com,,Salesforce
10774276,Inactive Investor,Sherri Ford,,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,sherri.ford@ubs.com,,Salesforce
11032329,Inactive Investor,Bobbie Elam,Financial Advisor,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,bobbie.elam@primerica.com,,Salesforce
9560649,,David Hynes,,,dhynes@focusfinancial.com,,List import
11080481,Inactive Investor,Seldon Clarke,Executive Director;Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,seldon.clarke@opco.com,,Salesforce
11172644,Inactive Investor,Rachel Rocklage,,J.P. Morgan Securities LLC Jupiter FL 300 S US Hwy 1,rachel.rocklage@jpmorgan.com,,Salesforce
11172841,Inactive Investor,Zach Hayes,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,zachary.hayes2@fmr.com,,Salesforce
10884941,Inactive Investor,Robert Lee,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Newtown PA 41 University Dr",,,Salesforce
10794459,Inactive Investor,Shawn Hill,Senior Wealth Strategy Associate,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,shawn.hill@ubs.com,,Salesforce
10903643,Inactive Investor,Luander McCaskill,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC New Brunswick NJ 317 George St",william.mccaskill@tiaa.org,,Salesforce
6131,, -,,[[Unknown]],mact3333@gmail.com,,Initial Salesforce Import
10968534,Inactive Investor,Rose-Ann Thompson,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",rose-ann.sumner@tiaa.org,,Salesforce
11195695,Inactive Investor,David Alvarez,Financial Advisor;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",david.alvarez2@wellsfargo.com,,Salesforce
9589109,,Lindsey Black,,,lblack@oakstreetwm.com,,List import
11060737,Inactive Investor,Mharufa Amin,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,mhamin@ft.newyorklife.com,,Salesforce
10905095,Inactive Investor,Rhonda Barclay,Financial Advisor,LPL Financial LLC Houston TX 3355 W Alabama St,rhonda.barclay@lpl.com,,Salesforce
11182272,Inactive Investor,Jeremy Bardin,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner,"Elevate Capital Management, L.L.C.",jeremy@elevatecapm.com,,Salesforce
9559607,,Andrew Hart,,,mr.hart3838@gmail.com,,List import
8480527,,Walter Hartford,,Edward Jones,walter.hartford@edwardjones.com,,List Import
10846567,Inactive Investor,Michael Morgan,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",michael.morgan@nm.com,,Salesforce
9558641,,jonson tom,,,hblpcekfpd@karenkey.com,,List import
11148731,Inactive Investor,Robert Jones,,United Planners' Financial Services of America A Limited Partner Milford OH Private Residence,rjones@unitedplanners.com,,Salesforce
10871620,Inactive Investor,Joshua Biering,Banker;Executive Director,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",joshua.biering@raymondjames.com,,Salesforce
11152907,Inactive Investor,Blake Goodman,Director - Business Development;Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,blake.goodman@morganstanley.com,,Salesforce
11184088,Inactive Investor,Susie Kaufman,Client Associate,"Wells Fargo Clearing Services, LLC Colorado Springs CO 102 S Tejon St",marie.kaufman@wellsfargoadvisors.com,,Salesforce
10870044,Inactive Investor,Michael Fraser,,Fidelity Brokerage Services LLC,michael.fraser@fidelity.com,,Salesforce
11217162,,Maxwell Kane,,,mkane@stephens.com,,Other
11115631,Inactive Investor,Ouwen Zhu,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11032443,Inactive Investor,Thomas Moeller,Assistant Vice President,Morgan Stanley,,,Salesforce
10883208,Inactive Investor,Jeffrey Fouts,Investment Advisor Representative,"Capital Management Services, Inc. Ellijay GA 572 Maddox Dr",,,Salesforce
10983451,Inactive Investor,Matthew Chambers,Chief Operating Officer,"Howard Bailey Securities, LLC",matthewchambers@howardbailey.com,,Salesforce
11207814,Inactive Investor,Whitney Walker,Senior Registered Associate,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
10972846,Inactive Investor,Jacqueline Martinez,,J.P. Morgan Securities LLC Mission Hills CA 10348 Sepulveda Blvd,jacqueline.x.martinez@chase.com,,Salesforce
10830452,Inactive Investor,Glenn Edwards,Member;Principal,"Alpine Financial Advisers, LLC",,,Salesforce
9593924,,Jenna Brown,,,jenna@cassaday.com,,List import
11177142,Inactive Investor,Cheryl Voss,,Cetera Investment Services LLC Houma LA 1830 Martin Luther King Jr Blvd,,,Salesforce
10790182,Inactive Investor,Richard Smith,Private Wealth Advisor,"Osaic FA, Inc. Westlake Village CA 31111 Agoura Rd",richard.smith@lfg.com,,Salesforce
11118623,Inactive Investor,Christopher Szot,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Carlsbad CA 1925 Palomar Oaks Way",chris.szot@wfafinet.com,,Salesforce
10942064,Inactive Investor,Kenneth Carrico,,"Osaic Wealth, Inc. Waterloo IL 229 S Main St",,,Salesforce
11043413,Inactive Investor,Justin Kuhl,,"AE Financial Services, LLC",,,Salesforce
10849192,Inactive Investor,Michael Sterling,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
11201731,Inactive Investor,George Burmann,,Cabot Lodge Securities LLC Saint Cloud FL Private Residence,george.burmann@clsecurities.com,,Salesforce
11127162,Inactive Investor,Jack Ritchay,Financial Advisor,Robert W. Baird & Co. Incorporated Green Bay WI 440 S Washington St,jaritchay@rwbaird.com,,Salesforce
9635749,,Jim Blue,,,jim@rootstockwealth.com,,List import
11156975,Inactive Investor,Jessica Rodriguez,Chief Compliance Officer,"Freestone Capital Management, LLC",jrodriguez@freestonecapital.com,,Salesforce
10662342,,Lauren Champ,,,lauren.champ@nuveen.com,,List Import
11093990,Inactive Investor,Broderick Young,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,byoung@ft.newyorklife.com,,Salesforce
11112587,Inactive Investor,Tykem Thompson,Training Financial Advisor,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,tykem.thompson@ubs.com,,Salesforce
38794,,Adrian Sisser,"Co-Chief Executive Officer, Founding Partner, Limited Partner, Regulatory Contact","Seven Eight Capital, LP",asisser@seveneightcapital.com,646-513-4350,Manual List Upload
10756719,Inactive Investor,Baerbel O'Haire,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",baerbel.ohaire@ml.com,,Salesforce
234377,, -,,[[Unknown]],wacey_silva@yahoo.com,,
11063418,Inactive Investor,Irene Morciglio,Private Client Advisor,J.P. Morgan Securities LLC Valley Stream NY 1200 West Walk,irene.morciglio@jpmorgan.com,,Salesforce
10828751,Inactive Investor,Tamara Elwell,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",tamara.elwell@wellsfargoadvisors.com,,Salesforce
11015591,Inactive Investor,Roshan Nair,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",,,Salesforce
11031621,Inactive Investor,Michael Norris,,"Farmers Financial Solutions, LLC Strongsville OH 10950 Pearl Rd",mnorris1@farmersagent.com,,Salesforce
10927813,Inactive Investor,Dallas King,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10646939,,John Crumplar,,,john.crumplar@wedbush.com,,List Import
9578216,,Francisco Jr Alcantara,,,alcantarafranciscojr@gmail.com,,List import
11128115,Inactive Investor,Joseph Sigman,,"Osaic Wealth, Inc. Saint Louis MO 12935 N 40 Dr",,,Salesforce
11198770,Inactive Investor,Aaron Litman,Registered Associate,"Northern Trust Securities, Inc. Fort Lauderdale FL 1100 E Las Olas Blvd",,,Salesforce
10835050,Inactive Investor,William Newman,President;Principal,"Newman Dignan & Sheerar, Inc",bill@newmandignan.com,,Salesforce
10989805,Inactive Investor,Michelle Tang,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
11110983,Inactive Investor,Dempster Cherry,Chief Executive Officer;Chief Investment Officer;President,"D'Arcy Wealth Management, Inc.",,,Salesforce
9597334,,Don Barbuto,,,dbarbuto@centuriongroupllc.com,,List import
9591646,,Jeffrey Lignelli,,,jlignelli@inclineglobal.net,,List import
9598912,,Paul Ochel,,,paul.ochel@hansonmcclain.com,,List import
11007532,Inactive Investor,Nom Akamine,,PFS Investments Inc. Waipahu HI 94-801 Farrington Hwy,nomakamine@primerica.com,,Salesforce
11229476,Inactive Investor,William Heston,,William Blair Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
10818643,Inactive Investor,Michael Adelman,,"Principal Securities, Inc.",adelman.mike@principal.com,,Salesforce
10782581,Inactive Investor,James Santomauro,,"Cadaret, Grant & Co., Inc. Stuart FL Private Residence",jsantomauro@cadaretgrant.com,,Salesforce
11202824,Inactive Investor,Kimberly Wells,Owner,Brookstone Capital Management LLC Columbus OH 6641 N High St,,,Salesforce
345208,,Leslie Smith,Chief Planning Officer,Chevy Chase Trust Company,lsmith@chevychasetrust.com,240-497-5000,Manual List Upload
10853395,Inactive Investor,Townsend Williams,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",townsend.williams@tiaa.org,,Salesforce
10691854,,Xana Cyphers,,,cyphersxana1@gmail.com,,Web Form Fillout
116817,,Janice McGarry,"Operations Manager, Regulatory Contact","Wealth Management Advisors, LLC",jmcgarry@wmallc.com,978-970-3400,
10963150,Inactive Investor,Steve Weinstock,Chief Compliance Officer;Chief Executive Officer,Morse Group Investment Advisors,,,Salesforce
10756519,Inactive Investor,Joseph Whitmore,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",brett.whitmore@ml.com,,Salesforce
336827,,Laura Cooley,Retirement Plan Advisor,Lawley Retirement Advisors,lcooley@lawleyretirement.com,716-849-8219,Manual List Upload
10832805,Inactive Investor,Khanh Nguyen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 2225 Quimby Rd",knguyen27@ml.com,,Salesforce
10986821,Inactive Investor,Ryan Baker,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,ryan.baker.eu0u@statefarm.com,,Salesforce
9565561,,Shawn Ring,,,sring@capstonellc.com,,List import
10819698,Inactive Investor,David Neill,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
11103300,Inactive Investor,Mark Binkley,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",braden.binkley@nm.com,,Salesforce
10510189,,David Mann,SVP-Head of ETF Product & Capital Markets,Franklin Templeton,david.mann@franklintempleton.com,,List Import
10773706,Inactive Investor,John Callea,Financial Advisor;Vice President,Morgan Stanley Hauppauge NY 888 Veterans Hwy,john.callea@morganstanley.com,,Salesforce
11203617,Inactive Investor,Corey Hall,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11052897,Inactive Investor,Bernard Blayer,,Cetera Financial Specialists LLC Chicago IL 736 N Hudson Ave,bernard.blayer@ceterafs.com,,Salesforce
342086,,Keith Williams,"Limited Partner, co-CIO","Crestline Management, L.p.",kwilliams@crestlineinc.com,817-339-7600,Manual List Upload
10962431,Inactive Investor,Michael Reid,,State Farm VP Management Corp. Richardson TX 1415 State St,michaelreid@statefarm.com,,Salesforce
10987170,Inactive Investor,Gerard Dolan,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,,,Salesforce
10780844,Inactive Investor,Edward Buckley,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Walnut Creek CA 1333 N California Blvd,ted.buckley@morganstanley.com,,Salesforce
9637379,,Manoj Ramachandran,,,manoj.k.ramachandran@bnymellon.com,,List import
10925564,Inactive Investor,Bruce Elder,Financial Advisor,"Centennial Securities Company, Inc.",bruce@centennialsec.com,,Salesforce
10769614,Inactive Investor,Stephen Adams,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC West Bridgewater MA 700 W Center St",stephen.a.adams@ampf.com,,Salesforce
242406,,Martin Hynes,Chairman,[Unknown],martin.hynes@ichec.ie, -2319182,Database Upload
9617304,,aaa bbb,,,aaa@bbb.com,,List import
11070800,Inactive Investor,Andrew Scott,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10918950,Inactive Investor,Frank Preziuso,,Lincoln Investment Independence OH 6100 Oak Tree Blvd,fpreziuso@lincolninvestment.com,,Salesforce
11054202,Inactive Investor,Brad Goldberg,,Citigroup Global Markets Inc. Chicago IL 539 N Michigan Ave,brad.goldberg@citigroup.com,,Salesforce
10755746,Inactive Investor,Jennifer Tomasino,Financial Advisor,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,jennifer.tomasino@ubs.com,,Salesforce
11221571,,Julian Pena,,,jpena@firstrepublic.com,,List Import
11042415,Inactive Investor,Jeffrey Myers,,LPL Financial LLC Lynchburg VA 2250 Murrell Rd,jeffrey.w.myers@lpl.com,,Salesforce
11033954,Inactive Investor,Ruth Garcia Palma,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",,,Salesforce
373571,,Mark Keeton,,[Unknown],mark.keeton@gmail.com,,source
11230751,Inactive Investor,Chantal Blanchard,Financial Advisor,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,,,Salesforce
10865628,Inactive Investor,Carolin Almonte,Private Client Banker,J.P. Morgan Securities LLC Tarrytown NY 64 N Broadway,carolin.r.almonte@chase.com,,Salesforce
11167163,Inactive Investor,Carol Buchman-Krutiansky,,Cetera Advisor Networks LLC New York NY 555 5th Ave,buchmankrutianskyc@ceteranetworks.com,,Salesforce
10850961,Inactive Investor,Robert Shepherd,,LPL Financial LLC Prestonsburg KY 161 S Lake Dr,,,Salesforce
11122922,Inactive Investor,Joel Steele,,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",joel.steele@ampf.com,,Salesforce
11080019,Inactive Investor,Tobias Hananda,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Prosper TX 1160 N Preston Rd",tobias.hananda@ml.com,,Salesforce
10988906,Inactive Investor,Bryan Ricci,Investment Advisor Representative,"William Joseph Capital Management, Inc. Bristol CT 171 Central St",,,Salesforce
10918891,Inactive Investor,Charles Secord,,Cetera Financial Specialists LLC Haines City FL Private Residence,charles.secord@ceterafs.com,,Salesforce
9632182,,Dave Penniall,,,drp@penniall.com,,List import
10917374,Inactive Investor,James Brejcha,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
10486634,,Christophe Dupin De Saint Cyr,,Momentum Independent Network Inc.,christophedupin@gmail.com,,List Import
11205883,Inactive Investor,Randolph Roark,,Fidelity Brokerage Services LLC,,,Salesforce
11178199,Inactive Investor,Stephanie Price,,"Osaic Institutions, Inc. Grand Rapids MI 3177 Knapp St NE",sprice@infinexgroup.com,,Salesforce
343928,,Durant Schwimmer,Managing Director Capital Markets & Origination,Churchill Asset Management Llc,durant.schwimmer@churchillam.com,212-478-9200,Manual List Upload
11172589,Inactive Investor,Stephanie Kang,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,stephanie.kang@fmr.com,,Salesforce
10776437,Inactive Investor,Jason Klager,Relationship Advisor,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,jason.klager@us.hsbc.com,,Salesforce
10822622,Inactive Investor,Jay Kaiser,Chief Executive Officer,"R & R Retirement Services, Inc Seattle WA 6023 Roosevelt Way NE",,,Salesforce
10004097,,Moses Tamakloe,,,organizedmind@gmail.com,,Web Form Fillout
9639291,,Vicky Lau,,,vlau@leia.net,,List import
11033867,Inactive Investor,Dustin Aiguier,,"American Portfolios Financial Services, Inc. South Yarmouth MA 16 Forsythe Ave",daiguier@americanportfolios.com,,Salesforce
374364,,RunLin Wang,,Farallon Capital Management,rwang@faralloncapital.com,,Salesforce
11183232,Inactive Investor,Bogdan Gard,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Gulfport MS 2555 14th St",bo.gard@wellsfargoadvisors.com,,Salesforce
9621609,,joe doe,,,johnmax85@gmail.com,,List import
10833610,Inactive Investor,Lindsey Sandy,,Cetera Financial Specialists LLC Ocala FL 704 SW 3rd Ave,lindsey.sandy@ceterafs.com,,Salesforce
10789553,Inactive Investor,Michael Shanks,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",michael.shanks@wellsfargoadvisors.com,,Salesforce
9594237,,Sidney Wigfall,,,swigfall@channingglobal.com,,List import
11041740,Inactive Investor,Daniel Milo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
11009102,Inactive Investor,Cassandra Burke,,"Raymond James & Associates, Inc.",,,Salesforce
206658,,Martina Prinz,,[Unknown],martina.s.prinz@gmail.com,,
10864049,Inactive Investor,Robert Fordham,Chief Compliance Officer;Owner;President,"Fordham Financial Services, Inc.",rob@fordhamfinancialinc.com,,Salesforce
11231343,Inactive Investor,John Jamieson,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,,,Salesforce
230826,, -,,[[Unknown]],rehal.trading@gmail.com,,Organic Search
11084312,Inactive Investor,Paul Rogers,,"Kestra Investment Services, LLC McKinney TX 2600 Eldorado Pkwy",,,Salesforce
11020779,Inactive Investor,Steven Renie,,PFS Investments Inc. Kokomo IN 3415 S Lafountain St,srenie@primerica.com,,Salesforce
232352,, -,,[[Unknown]],bobby43@gmail.com,,
11194012,Inactive Investor,Rosanne Green,,LPL Financial LLC,rosanne.green@lpl.com,,Salesforce
11028941,Inactive Investor,Bernard Edwards,,J.P. Morgan Securities LLC Downey CA 10200 Paramount Blvd,bernard.edwards@jpmorgan.com,,Salesforce
1786560,,Allison Gappa,,,marketing@viprealestateco.com,,
11056625,Inactive Investor,Genie Lebay-Short,,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",gshort@osaicwealth.com,,Salesforce
9630382,,Taylor Marshall,,,taylor.l.marshall@gmail.com,,List import
11085607,Inactive Investor,Ronald Mammen,,Cetera Advisor Networks LLC El Dorado Hills CA 1107 Investment Blvd,mammenr@ceteranetworks.com,,Salesforce
10925693,Inactive Investor,Linda Lovie,,"Brokers International Financial Services, LLC. Reno NV 1755 E Plumb Ln",llovie@brokersifs.com,,Salesforce
11077018,Inactive Investor,James Scott,,"MML Investors Services, LLC Lansdale PA 2000 Spring Valley Rd",jscottjr@financialguide.com,,Salesforce
9859159,,DAISHUN FUKUI,,,daifuku_gogo@yahoo.com,,Web form fillout
10661813,,Jenifer Ratcliffe,,,jratcliffe@lpc.com,,List Import
9618849,,Katherine Nixon,CIO,northern trust,ke26@ntrs.com,3124443598,List import
11221011,,Alan Kutsch,,,alan.kutsch@avantax.com,,List Import
11010390,Inactive Investor,Jeffery Pilate,,Fidelity Brokerage Services LLC,,,Salesforce
11155479,Inactive Investor,Robert Edler,,"Private Client Services, LLC",,,Salesforce
10946408,Inactive Investor,Jimie Holder-Ortiz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11220273,,Michael Antley,,,vantley@argentadvisors.com,,Other
11200843,Inactive Investor,Steven Mais,Chief Compliance Officer;Executive Vice President,The Chartist Los Alamitos CA 5122 Katella Ave,,,Salesforce
10838018,Inactive Investor,Scott Colton,Chief Compliance Officer;Chief Executive Officer;Founder;President,Colton Wealth Management,scott@coltonwealthmanagement.com,,Salesforce
11151805,Inactive Investor,Catherine Nakamura,,"Raymond James Financial Services, Inc. Honolulu HI 1580 Kapiolani Blvd",catherine.nakamura@raymondjames.com,,Salesforce
11026903,Inactive Investor,Evangeline Ford,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9632222,,Li Bangfei,,,libangfei@aliyun.com,,List import
11219682,,Whitney Greer,,,whitney.sisson@ceterafs.com,,Other
10976177,Inactive Investor,Joseph Scotti,,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",jscotti@nationallife.com,,Salesforce
11138793,Inactive Investor,Gabriel Lerma,Assistant Vice President;Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stafford TX 11739 W Bellfort St",gabriel.lerma@ml.com,,Salesforce
11183015,Inactive Investor,Jonathan Brunscheen,,"U.S. Bancorp Investments, Inc. Naperville IL 4455 Montgomery Rd",jonathan.brunscheen1@usbank.com,,Salesforce
10756956,Inactive Investor,Anthony Zale,Financial Advisor;Insurance Planning Director;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley East Lansing MI 2900 West Rd,anthony.zale@morganstanley.com,,Salesforce
9588699,,Amit Stavinsky,,,amit@tamarsecurities.com,,List import
9616318,,ducrot tom,,,tom.ducrot@volossoftware.com,,List import
10866773,Inactive Investor,Alexandra Felberg,Investment Specialist;Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,alexandra.felberg@jpmorgan.com,,Salesforce
11196776,Inactive Investor,Philip Han,,J.P. Morgan Securities LLC Ridgewood NJ 84 E Ridgewood Ave,philip.han@jpmorgan.com,,Salesforce
11132693,Inactive Investor,Lenae Schroeder,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",schroeder.lenae@principal.com,,Salesforce
10948516,Inactive Investor,Margaret Corridori,,J.P. Morgan Securities LLC Agoura Hills CA 5695 Kanan Rd,margaret.corridori@jpmorgan.com,,Salesforce
9646658,,Scott Andrew,,,scott.royley@wellsfargoadvisors.com,,List import
9627652,,Alexandre Rocha Vayanos,,,avayanos@gmail.com,,List import
10870005,Inactive Investor,Earnest Slade,,PFS Investments Inc. Honolulu HI 1314 S King St,earnest.slade@primerica.com,,Salesforce
9627485,,David Moore,,,bigcarptackle@gmail.com,,List import
11059130,Inactive Investor,Vivian Kaufmann,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",vivian.kaufmann@equitable.com,,Salesforce
11024310,Inactive Investor,Sara Bach,Senior Client Associate,"RBC Capital Markets, LLC Eau Claire WI 401 Pinnacle Way",sara.bach@rbc.com,,Salesforce
10974172,Inactive Investor,Antonio Fabila,,State Farm VP Management Corp. Clovis CA 3157 Fowler Ave,antonio.fabila.tb4j@statefarm.com,,Salesforce
9557436,,Michele Sullivan,,,blissfulbreeze@yahoo.com,,List import
164978,,Rodrigo Trevisan,,[Unknown],rodrigo.trevisan@gmail.com,,Direct
11173002,Inactive Investor,Yipeng Wang,,MooMoo Financial Inc. Palo Alto CA 550 California Ave,yipeng.wang@moomoo.com,,Salesforce
10874811,Inactive Investor,Matthew Cannariato,,"Wells Fargo Clearing Services, LLC Tenafly NJ 1 W Railroad Ave",matthew.cannariato@wellsfargo.com,,Salesforce
11128986,Inactive Investor,Brad Ewing,,"Osaic Wealth, Inc. Greeley CO 6500 29th St",,,Salesforce
10763932,Inactive Investor,David Morgan,Chairman;Director;Secretary,"LBMC Investment Advisors, LLC Brentwood TN 5250 Virginia Way",dmorgan@lbmc.com,,Salesforce
9543654,,David Fleer,,,dfleer@bristlecone-vp.com,,List import
10860339,Inactive Investor,David Nolan,Financial Advisor,"Wells Fargo Clearing Services, LLC Wausau WI 2620 Stewart Ave",david.nolan@wellsfargoadvisors.com,,Salesforce
11143222,Inactive Investor,Ivan Hernandez,,J.P. Morgan Securities LLC Houston TX 6910 FM 1960 Rd W,ivan.hernandez@jpmorgan.com,,Salesforce
11088899,Inactive Investor,Michael McGovern,Partner,Stonebridge Financial Group Grand Rapids MI 3333 Deposit Dr NE,michael@stonebridgefinancialgroup.com,,Salesforce
10978966,Inactive Investor,Ryan Lambert,,"OneAmerica Securities, Inc. Providence RI 2 Regency Plz",,,Salesforce
11118384,Inactive Investor,Cynthia Zickel,,"Haverford Trust Securities, Inc.",,,Salesforce
10772012,Inactive Investor,Roy Holtz,,"Next Financial Group, Inc. Patton PA 423 Marina Rd",,,Salesforce
10946764,Inactive Investor,Joshua Moskowitz,,"Ameritas Investment Company, LLC Centreville VA 13880 Braddock Rd",joshua.moskowitz@ameritas.com,,Salesforce
11172526,Inactive Investor,Keith Trauner,Member;Partner,Goodhaven Capital Management,keith@goodhavenllc.com,,Salesforce
11053561,Inactive Investor,Matthew Rodgers,Research Analyst,"Nova R Wealth, Inc.",mrodgers@novarwealth.com,,Salesforce
11153005,Inactive Investor,Neal Jackman,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",neal.jackman@tfaconnect.com,,Salesforce
10792425,Inactive Investor,Norbert Mindel,Co-Founder;Financial Advisor;Owner;Partner,"Forum Financial Management, LP",nmindel@forumfin.com,,Salesforce
10905413,Inactive Investor,Rebecca Brugnara,,"Geneos Wealth Management, Inc. Saint Louis MO 132 W Washington Ave",,,Salesforce
11041470,Inactive Investor,Tyler Fasulo,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,tyler.fasulo@fmr.com,,Salesforce
10953937,Inactive Investor,Kendra Willis,,UBS Financial Services Inc. Lafayette LA 900 E Saint Mary Blvd,,,Salesforce
11049304,Inactive Investor,Craig Pytleski,Financial Advisor;Institutional Consultant,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,craig.pytleski@ubs.com,,Salesforce
11138236,Inactive Investor,Gabriella Trujillo,,"Voya Financial Advisors, Inc. Miami FL Private Residence",gabriella.trujillo@voya.com,,Salesforce
9544295,,Marianne Isaacs,,,marianneisaacs@verizon.net,,List import
182589,,Shihan Xu,,[Unknown],xushihan37@gmail.com,,
11027632,Inactive Investor,Richard Harris,,"M Holdings Securities, Inc. Morristown NJ 67 E Park Pl",,,Salesforce
10916951,Inactive Investor,Douglas Turgeon,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10938708,Inactive Investor,David Schedler,Chief Compliance Officer;President,"Cowling Bay Wealth Management, LLC",,,Salesforce
9567440,,David Pitcher,,,dpitcher@dkcb.com,,List import
2570542,,Nasim Khandakar,,,nasimkhandakar5@gmail.com,,
10982197,Inactive Investor,Yinying Wang,,J.P. Morgan Securities LLC San Francisco CA 151 Warriors Way,michelle2.wang@chase.com,,Salesforce
10809461,Inactive Investor,Charles Mannel,Financial Advisor,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",charles.mannel@wellsfargoadvisors.com,,Salesforce
2826673,,Sabir Ali,,,sabirali89635@gmail.com,,
9614112,,Mary Petteys,,,marypetteys@gmail.com,,List import
9546750,,Jerry Woods,,,jerry.woods@transamerica.com,,List import
10606282,,John Hyland,"Financial Planner, Portfolio Manager",Oppenheimer & Co. Inc.,john.hyland@opco.com,212-859-9481,List Import
11207061,Inactive Investor,Mireille Hullings,,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",mireille.x.hullings@ampf.com,,Salesforce
11221962,,Louis Mickavicz,,,louis.mickavicz@ceterafs.com,,List Import
10657040,,Francisco Abarca,,,fabarca@primerica.com,,List Import
11118316,Inactive Investor,Bridgette Richardson,,PFS Investments Inc. Alexandria LA 3646 Government St,bridgette.richardson@primerica.com,,Salesforce
9563037,,Andrew Morgan,,,kylesmeet@icloud.com,,List import
11060958,Inactive Investor,Lewis Hamilton,,Deutsche Bank Securities Inc.,lewis@deutschewealth.com,,Salesforce
10943597,Inactive Investor,Ciarra Krist,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,ciarra.krist@fidelity.com,,Salesforce
185341,,Nicholas Schull,"Investment Consultant, Vice President",Calamos Advisors LLC,nschull@calamos.com,630-245-7200,
9638482,,David Cohen,,,dcohen@precisioncapital.com,,List import
143417,,marc wolf,Audit Partner,CohnReznick,marc.wolf@cohnreznick.com,,
10895028,Inactive Investor,David Wilkins,Investment Advisor;President,"Secure Retirement Advisors, LLC",dave@secureretirementplanning.com,,Salesforce
9570354,,Isaac Wei,,,islack@gmail.com,,List import
198847,,Kenneth Zeigler,,ZES,ken.zeigler@me.com,6094686448,Paid Search
10802426,Inactive Investor,Georgia Luce Durfee,Branch Office Administrator,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11164669,Inactive Investor,Brock Petrie,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",brock.petrie@ml.com,,Salesforce
116263,,Pascal Kummert,"Chief Investment Officer, Founder, Regulatory Contact","Calvion Capital Management, LP",pkummert@calvioncapital.com,347-791-4896,Manual List Upload
11092137,Inactive Investor,Aman Awan,Senior Financial Consultant,"CUSO Financial Services, L.P. Canton MI 1477 N Canton Center Rd",,,Salesforce
10789510,Inactive Investor,Casey Zhu,,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,,,Salesforce
10954989,Inactive Investor,Jeniffer Sebastian-Romero,,"Wells Fargo Clearing Services, LLC Colorado Springs CO 500 N Circle Dr",,,Salesforce
11015192,Inactive Investor,Kimberly Mole,,PFS Investments Inc. Miami FL 13155 SW 134th St,kimmole@primerica.com,,Salesforce
11153164,Inactive Investor,Michael Sheppard,,"Northwestern Mutual Investment Services, LLC Fort Walton Beach FL 28B Walter Martin Rd NE",michael.sheppard@nm.com,,Salesforce
9615576,,Daewon Seo,,,m@q.co.kr,,List import
119325,,Nevin Conlon,"Chief Operating Officer, Financial Planner, Vice President","Clarity Asset Management, Inc.",nconlon@investmentclarity.com,515-233-3152,
9642162,,tmartin189@aol.com Martin,,,tmartin189@aol.com,,List import
10955958,Inactive Investor,Samuel Beig,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11009363,Inactive Investor,Anthony Baldassano,,ZHP Capital LLC,,,Salesforce
11001522,Inactive Investor,Daniel Abilevitz,,"Castle Hill Capital Partners, Inc.",dabilevitz@castlehillcap.com,,Salesforce
11024586,Inactive Investor,Robert Valentin,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,robertjvalentin@primerica.com,,Salesforce
11092529,Inactive Investor,Rekha Rajani,,"Wells Fargo Clearing Services, LLC Charlotte NC 7624 Pineville Matthews Rd",rekha.rajani@wellsfargoadvisors.com,,Salesforce
11105040,Inactive Investor,Jeanne Burns,,"Cambridge Investment Research, Inc. Ridgeland MS 350 Arbor Dr",,,Salesforce
11056781,Inactive Investor,Colin Mahan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,colin.mahan@fidelity.com,,Salesforce
11217393,,Francesca Wilson,,,francesca.wilson@citigroup.com,,Other
11076088,Inactive Investor,Daniel Silver,,Closed-End Fund Advisors,,,Salesforce
11141709,Inactive Investor,Dillon Hemphill,Financial Advisor,Edward Jones Buford GA 5422 Cumming Hwy,dillon.hemphill@edwardjones.com,,Salesforce
10787526,Inactive Investor,Jill Matesic,,"Charles Schwab & Co., Inc. Evanston IL Private Residence",jill.matesic@schwab.com,,Salesforce
17010,,Stirling Levy,Security Analyst,"Hound Partners, LLC",sl@houndpartners.com,1-212-984-2432,Initial Salesforce Import
9541207,,Naiven Diaz,,,naiven.diaz@yahoo.com,,List import
10897798,Inactive Investor,Kevin Egan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10998491,Inactive Investor,Marray Harris,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,marray.harris@primerica.com,,Salesforce
10806033,Inactive Investor,Leah D'Agostino,Advisor;Senior Vice President,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,ld-agostino@rockco.com,,Salesforce
11142992,Inactive Investor,Dennis Lumm,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",dennis.lumm@schwab.com,,Salesforce
9574688,,Glenn Ward,,,gward@massmutual.com,,List import
1003565,Inactive Investor,Scott Froehlich,,Eaton Partners,sfroehlich@eaton-partners.com,,3rd Party Lead Gen
11005317,Inactive Investor,Benjamin Van Vooren,Financial Advisor,Edward Jones Northfield MN 158 Water St N,ben.vanvooren@edwardjones.com,,Salesforce
11110824,Inactive Investor,Shirley Cheng,,"Transamerica Financial Advisors, Inc Norwood MA 3 Edgewater Dr",shirley.cheng@transamerica.com,,Salesforce
5489715,,hbn tgy,,,batewon916@ceoshub.com,,Web Form Fillout
10832657,Inactive Investor,Marilin Diaz Perez,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,marilin.diaz-perez@ubs.com,,Salesforce
11062537,Inactive Investor,Mary Walker,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,mary.walker@fmr.com,,Salesforce
9617018,,Homero Rodriguez,,,homerorodriguez056@gmail.com,,List import
11187337,Inactive Investor,Ashlie Dew,,LPL Financial LLC Indianapolis IN 225 S East St,ashlie.m.dew@lpl.com,,Salesforce
11048362,Inactive Investor,Susan Stern,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,sstern@allianceg.com,,Salesforce
11089367,Inactive Investor,Wenxiu Jiang,,J.P. Morgan Securities LLC Seattle WA 350 Westlake Ave N,wenxiu.jiang@jpmorgan.com,,Salesforce
10755738,Inactive Investor,Ellen Edwards,Branch Office Administrator,Edward Jones Wimberley TX 15501 Ranch Road 12,ellen.edwards@edwardjones.com,,Salesforce
9636170,,Daniel Riley,,,driley@newmountainfinance.com,,List import
10777522,Inactive Investor,Darrel Drown,Financial Advisor;Investment Advisor,"Vicus Capital, Inc. Columbia MD 10490 Little Patuxent Pkwy",ddrown@pfginc.com,,Salesforce
11000194,Inactive Investor,Yariel Garcia,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10833350,Inactive Investor,Rameez Shad,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Elsinore CA 18291 Collier Ave",rameez.shad@ml.com,,Salesforce
10814486,Inactive Investor,Jeffrey Blackburn,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Martin KY 12579 Main St",lyle.blackburn@usbank.com,,Salesforce
11198525,Inactive Investor,Jenyfer Romero,,J.P. Morgan Securities LLC Austin TX 3267 Bee Caves Rd,jenyfer.romero@jpmorgan.com,,Salesforce
6271,,Trang Nguyen,,personal,nctrang1980@gmail.com, +84 907996135,
11051746,Inactive Investor,Daniel Fundingsland,,Cetera Advisors LLC Baxter MN 14084 Baxter Dr,daniel.fundingsland@ceteraadvisors.com,,Salesforce
11037877,Inactive Investor,Xavier Wozny,,J.P. Morgan Securities LLC Madison WI 22 E Mifflin St,xavier.wozny@jpmorgan.com,,Salesforce
10909066,Inactive Investor,Thomas Kehoe,,"Avantax Investment Services, Inc. New Port Richey,  FL Private Residence",,,Salesforce
11134220,Inactive Investor,Natalie Fontaine,,Morgan Stanley San Jose CA 225 W Santa Clara St,natalie.a.fontaine@morganstanley.com,,Salesforce
339099,,Henry Baker,Partner,Baker Capital Corp.,hbaker@bakercapital.com,212-848-2000,Manual List Upload
220933,,Tamara Eden,,[Unknown],tameden5@yahoo.com,,Direct
11167241,Inactive Investor,Stephen Bernard,,"Capitol Securities Management, Inc. Boston MA 50 Congress St",sbernard@capitolsecurities.com,,Salesforce
11194162,Inactive Investor,Steve Adams,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
9642201,,ali tahir,,,pashavillen@gmail.com,,List import
157407,,Lucas Gorodi,,[Unknown],lucasgorodi@googlemail.com,,Organic Search
10613853,,Veronica Cassamassino,Financial Advisor,,veronica.cassamassino@ubs.com,,List Import
9580737,,Jatin Ajwani,,,jatinajwani91@yahoo.com,,List import
9551315,,Frank Mithun,,,doug.mithun@suntrust.com,,List import
11146069,Inactive Investor,Jay Greer,Chief Compliance Officer,Blue Water Asset Management Grand Haven MI 41 Washington Ave,,,Salesforce
10840812,Inactive Investor,James Schleicher,Financial Advisor;Staff Manager,"W&S Brokerage Services, Inc. Willoughby OH 4230 State Rte 306",james.schleicher@wslife.com,,Salesforce
11100834,Inactive Investor,Bryce Bradley,,"Avantax Investment Services, Inc. Boise ID 6103 W State St",,,Salesforce
11231108,Inactive Investor,William Baldwin,,LPL Financial LLC Milwaukee WI 7635 W Bluemound Rd,william.baldwin@lpl.com,,Salesforce
11077256,Inactive Investor,Samuel Garbow,Wealth Planning Consultant,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
337367,,Jonathon Scotto,Associate,Tyree & D'angelo Partners Management Lp,jscotto@tdpfund.com,312-489-5050,Manual List Upload
10831815,Inactive Investor,John Maresh,Chief Compliance Officer;Partner;President,"LaSalle Investment Advisors, Inc. Pewaukee WI 1620 Silvernail Rd",,,Salesforce
11065942,Inactive Investor,Thomas Jacobs,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,thomas.jacobs.fyf7@statefarm.com,,Salesforce
10937315,Inactive Investor,David Lookadoo,Financial Advisor;Financial Representative,"Principal Securities, Inc. Memphis TN Private Residence",lookadoo.david@principal.com,,Salesforce
11091931,Inactive Investor,Shawn Velasquez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,shawn.velasquez@jpmorgan.com,,Salesforce
10776939,Inactive Investor,James Furlong,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
10775552,Inactive Investor,Tamara Fain,,"Stifel, Nicolaus & Company, Incorporated",faint@stifel.com,,Salesforce
9617427,,Shaun Kim,,,hikim269@gmail.com,,List import
10968987,Inactive Investor,Kyra Heggie,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9640303,,Arvind Bansal,,,arvind.bansal@avendus.com,,List import
10779606,Inactive Investor,Frank Chrissotimos,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",frank.chrissotimos@wellsfargoadvisors.com,,Salesforce
11060963,Inactive Investor,Kent Adams,Financial Advisor,Edward Jones Emmett ID 404 S Washington Ave,kent.adams@edwardjones.com,,Salesforce
10830435,Inactive Investor,Carlos Fabian Rodriguez Ramos,Financial Advisor;Portfolio Manager;Wealth Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
11231669,Inactive Investor,Ashley Egipciaco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",ashley.a.egipciaco@ml.com,,Salesforce
203429,,Greg Taylor,,individual,gptaylorus@gmail.com,6303193705,Organic Search
9607294,,David DeWitt,Chief,DeWitt Capital Management,dtdewitt@dewittcm.com,(610) 975-4435,List import
9617531,,Walter Chen,,,weicfinancessid@gmail.com,,List import
11004190,Inactive Investor,Christopher Cona,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10867419,Inactive Investor,Kyle Moore,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10876695,Inactive Investor,Abigail Beranek,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",,,Salesforce
10817882,Inactive Investor,Tod Faris,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,tod.faris@primerica.com,,Salesforce
10494151,,Sam Shen,,Macquarie,samuel.shen@macquarie.com,,List Import
10972010,Inactive Investor,Bennett Long,Financial Advisor,"Osaic Wealth, Inc. Overland Park KS 7101 College Blvd",,,Salesforce
10647938,,Brynna Wilson,,,bwilson@citrineandgold.com,,List Import
11064715,Inactive Investor,Eric Brezina,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,eric.brezina@fmr.com,,Salesforce
9645220,,Stephen Collier,,,scollier@gci.com,,List import
10849926,Inactive Investor,Ryan Mason,Financial Advisor,"Independent Advisor Alliance, LLC Longmont CO 940 Kimbark St",,,Salesforce
10827518,Inactive Investor,Aaron Kramer,Financial Advisor,Edward Jones,aaron.kramer@edwardjones.com,,Salesforce
11194655,Inactive Investor,Harold Pine,Chief Compliance Officer;Managing Director,Chasefield Capital Inc.,harold@chasefield.co,,Salesforce
10788707,Inactive Investor,Ronald Katigbak,Financial Advisor,"Ameriprise Financial Services, LLC North Canton OH 219 E Maple St",ronald.c.katigbak@ampf.com,,Salesforce
154607,,troy Zhao,,[Unknown],troyzechuan@outlook.com,,
11158684,Inactive Investor,Bradley Ingersoll,Financial Advisor;Vice President,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,bradley.ingersoll@morganstanley.com,,Salesforce
9564115,,Beverly pieper,,,bevpieper@yahoo.com,,List import
11037296,Inactive Investor,Jeremy Wong,,Park Avenue Securities LLC San Ramon CA 12677 Alcosta Blvd,,,Salesforce
11177893,Inactive Investor,Brent Salamone,,J.P. Morgan Securities LLC New York NY 35 E 72nd St,brent.w.salamone@jpmorgan.com,,Salesforce
10864837,Inactive Investor,Joseph Romano,,"World Investments, Inc.",jromano@tfsweb.com,,Salesforce
10840444,Inactive Investor,David Quintero,,LPL Financial LLC Sarasota FL 3277 Fruitville Rd,david.quintero@lpl.com,,Salesforce
10916631,Inactive Investor,Samuel Winter,Managing Director;Member,"Doxa Advisors, LLC Roseville MN 2780 Snelling Ave N",sam@doxadv.com,,Salesforce
10950282,Inactive Investor,Brian Quinn,,Commonwealth Financial Network Bend OR 2838 NW Crossing Dr,bquinn@commonwealth.com,,Salesforce
11233183,Inactive Investor,Doval Watson,,J.P. Morgan Securities LLC Washington DC 1212 18th St NW,,,Salesforce
10892022,Inactive Investor,Drew Smart,Financial Advisor,Edward Jones Athens OH 2101 E State St,drew.smart@edwardjones.com,,Salesforce
11114988,Inactive Investor,James Gates,Financial Professional,PlanMember Securities Corporation San Diego CA 10085 Carroll Canyon Rd,jgates@planmembersec.com,,Salesforce
10897455,Inactive Investor,Jordan Webb,,"OFG Financial Services, Inc. Salina KS 120 S Santa Fe Ave",jordanwebb@ofgfinancial.com,,Salesforce
11127463,Inactive Investor,Robert Jaffe,Financial Advisor;Wealth Manager,"Osaic Wealth, Inc. Los Angeles CA 11835 W Olympic Blvd",rjaffe@royalaa.com,,Salesforce
10811697,Inactive Investor,Daniel Sier,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",daniel.sier@valic.com,,Salesforce
11037433,Inactive Investor,Linda Gargano,,Cetera Advisor Networks LLC Wall Township NJ Private Residence,garganol@ceteranetworks.com,,Salesforce
10919216,Inactive Investor,Marjorie Johnson,,Cetera Advisors LLC Georgetown TX Private Residence,,,Salesforce
9629988,,Ted S,,,ted.graysfale@suzman.net,,List import
11021797,Inactive Investor,Paul Hendershot,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",paul.hendershot@rbc.com,,Salesforce
10921604,Inactive Investor,Gregory Brown,,"Osaic Wealth, Inc. La Mesa CA 7777 Alvarado Rd",,,Salesforce
10757779,Inactive Investor,Brian Friedman,,Jefferies LLC,bfriedman@jefferies.com,,Salesforce
10755139,Inactive Investor,Ashley Waddington,Senior Wealth Strategy Associate,UBS Financial Services Inc. Gainesville FL 4313 NW 8th Ave,ashley.waddington@ubs.com,,Salesforce
9616182,,Lobley Nick,,,nlobley@donoghueforlines.com,,List import
10956981,Inactive Investor,Matthew Rosenthal,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
10615761,,Todd Heilbrunn,,,todd.s.heilbrunn@jpmorgan.com,,List Import
11070602,Inactive Investor,Jeffrey Wright,Owner,Edward Jones Louisville KY 2010 Cherokee Pkwy,jeff.wright@edwardjones.com,,Salesforce
11201778,Inactive Investor,Jerrold Slutzky,Investment Advisor Representative,LPL Financial LLC Safety Harbor FL 853 Main St,jerrold.slutzky@lpl.com,,Salesforce
10844309,Inactive Investor,Marcia Tudor Zerlang,Associate Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",marcia.gregory@benjaminfedwards.com,,Salesforce
10953806,Inactive Investor,Margarita Reyes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9621758,,Antonio Li,,,lzz2030@hotmail.com,,List import
374430,,Sophia Liberman,,,aliber@umn.edu,6123392372,Salesforce
10817356,Inactive Investor,Sok Loh,Assistant Vice President;Business Development Associate;Financial Planning Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,jasmine.loh@morganstanley.com,,Salesforce
11138103,Inactive Investor,Ryan Eccker,Financial Advisor Intern,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",,,Salesforce
11195963,Inactive Investor,Scott Pullen,,"VALIC Financial Advisors, Inc. Levant ME Private Residence",scott.pullen@valic.com,,Salesforce
11100523,Inactive Investor,Allyn Farnsworth,,"Horace Mann Investors, Inc. Norcross GA 3040 Holcomb Bridge Rd",educatorsfirst@horacemann.com,,Salesforce
9567817,,Peter Nittmann,,,pnittmann@gmail.com,,List import
216832,,Colin Lake,,[Unknown],colin.lake@verizon.net,,Event
9558701,,Derik Schneider,,,schneider.derik@gmail.com,,List import
10800668,Inactive Investor,Damon Smith,Vice President,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",,,Salesforce
11068937,Inactive Investor,David Fryfogle,,State Farm VP Management Corp. McConnelsville OH 300 S 10th St,davidfryfogle@statefarm.com,,Salesforce
9552924,,Henry Lester,,,hblester08@pcm-net.com,,List import
10917645,Inactive Investor,Pamela McCann,,J.P. Morgan Securities LLC Pasadena TX 6901 Spencer Hwy,pamela.mccann@jpmorgan.com,,Salesforce
10998372,Inactive Investor,Sean Vanderah,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sean_vanderah@vanguard.com,,Salesforce
11068814,Inactive Investor,Tracey Perine,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",tracey_perine@ml.com,,Salesforce
10984497,Inactive Investor,Ulises Ramirez,,J.P. Morgan Securities LLC Ontario CA 2633 E Riverside Dr,ulises.ramirez@chase.com,,Salesforce
11100352,Inactive Investor,Bryan Torres,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 166 Berry St",,,Salesforce
11136666,Inactive Investor,Joshua Schilt,,"Northwestern Mutual Investment Services, LLC Laramie WY 866 N 4th St",joshua.schilt@nm.com,,Salesforce
10840806,Inactive Investor,Marc Perrault,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,marc.perrault@morganstanley.com,,Salesforce
11011789,Inactive Investor,Amy Chen,,J.P. Morgan Securities LLC New York NY 214 Broadway,amy.chen@jpmorgan.com,,Salesforce
10952719,Inactive Investor,Daniel Ghanem,,J.P. Morgan Securities LLC Miami FL 78 SW 7th St,daniel.ghanem@jpmorgan.com,,Salesforce
11232752,Inactive Investor,Thomas Ferguson,,Cetera Investment Services LLC New York NY 1430 Broadway,,,Salesforce
10798504,Inactive Investor,Kelsey Engle,,Citigroup Global Markets Inc.,kelsey.engle@citi.com,,Salesforce
9566713,,Dustin LaGrone,,,dustin.lagrone@gmail.com,,List import
10837161,Inactive Investor,David Whitney,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,david.whitney@morganstanley.com,,Salesforce
10812390,Inactive Investor,Robert Barnett,Financial Advisor,"BHK Securities, LLC",,,Salesforce
6021492,,Thomas Kysar,,Forecast Foundation Ou,tom@augur.net,,List import
11086208,Inactive Investor,Shawn Amblod,,"Empower Financial Services, Inc Franklinville NJ Private Residence",shawn.amblod@empower.com,,Salesforce
5825852,,pablo saba,,,pisabalain@hotmail.com,,Web Form Fillout
11201411,Inactive Investor,Mary Dixon,,"Avantax Investment Services, Inc. Houston TX 16830 Royal Crest Dr",,,Salesforce
10889025,Inactive Investor,Michael Faltico,,Cetera Advisor Networks LLC San Diego CA 2305 Historic Decatur Rd,michael.faltico@ceterawealth.com,,Salesforce
11001783,Inactive Investor,Israel Cortez,,J.P. Morgan Securities LLC Chicago IL 30 S Wacker Dr,israel.cortez@jpmorgan.com,,Salesforce
10481033,,frank lessfees,,,mibrian24@yahoo.com,,Web Form Fillout
10969844,Inactive Investor,Bryan Lorenz,,Interactive Brokers LLC Fort Lauderdale FL 401 E Las Olas Blvd,blorenz@interactivebrokers.com,,Salesforce
9633500,,Heather Hulderman,,,hcfmadrenaline4hh@gmail.com,,List import
9620236,,Rainer Zufall,,,pavalo8122@wedbo.net,,List import
139716,,Todd Mcfarland,,Personal Capital Advisors Corporation,tmcfarland@personalcapital.com,415-800-5922,
9545042,,Aries Jimenez,,,ajimenez@sagepointadvisor.com,,List import
10695998,,Nikki Brinkerhoff,,"Carty & Company, Inc.",nbrinkerhoff@cartyco.com,,List Import
10859981,Inactive Investor,Irina Bolotin,Financial Advisor,LPL Financial LLC Seattle WA 1500 Fairview Ave E,irina.bolotin@lpl.com,,Salesforce
205563,,David Peces Fernandez,,[Unknown],davidpeces@icloud.com,,
10955256,Inactive Investor,Jack Hauswirth,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",jack.hauswirth@tiaa.org,,Salesforce
9637127,,Jennifer Sparks,,,jsparks@friess.com,,List import
11110575,Inactive Investor,Travis Sursa,,"Concourse Financial Group Securities, Inc. Comfort TX Private Residence",travis.sursa@concoursefinancial.com,,Salesforce
10978221,Inactive Investor,Samuel Marshall,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10986236,Inactive Investor,Michael Funk,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
10917164,Inactive Investor,Hai Nguyen,,"Farmers Financial Solutions, LLC Bellaire TX 6809 Chimney Rock Rd",,,Salesforce
9578633,,fdfd dfdf,,,mikule1@gmail.com,,List import
10773648,Inactive Investor,Robert Barrett,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,rlbarrett@ft.newyorklife.com,,Salesforce
10906117,Inactive Investor,Roxanne Jones,Financial Advisor,"Osaic Wealth, Inc. Ontario CA 4141 Inland Empire Blvd",rmjones@osaicwealth.com,,Salesforce
11092346,Inactive Investor,Daniel Flanscha,,"OneAmerica Securities, Inc. Loveland CO 150 E 29th St",,,Salesforce
9606001,,Joshua Ensor,,,joshua.ensor@coinbase.com,,List import
11162459,Inactive Investor,Scott Johnson,Financial Advisor,Edward Jones Palos Hills IL 10125 S Roberts Rd,scott.w.johnson@edwardjones.com,,Salesforce
10864012,Inactive Investor,David Terres,,PFS Investments Inc. Benson MN 1325 Pacific Ave,david.terres@primerica.com,,Salesforce
10604249,,Susan Inwood,Managing Director - Investments,Wells Fargo Advisors,susan.g.inwood@gmail.com,702-269-5249,List Import
9557553,,Jose Marques,,,jose@marques.com,,List import
10852744,Inactive Investor,Jake Bertog,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jake.bertog@ml.com,,Salesforce
10505971,,Scott Critchfield,"SVP, Mgr Advisor Development and Succession Planning",Benjamin F. Edwards & Company Inc,scott.critchfield@benjaminfedwards.com,314-440-2055,List import
11169968,Inactive Investor,Debra Hanaford,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Auburn Hills MI 2450 N Opdyke Rd,debra.hanaford@jpmorgan.com,,Salesforce
10818965,Inactive Investor,Frank Cassaniti,,"Sanford C. Bernstein & Co., LLC",frank.cassaniti@alliancebernstein.com,,Salesforce
11221300,,Gail Welle,,,gailwelle@firstaffirmative.com,,List Import
10815339,Inactive Investor,Ronald Smith,Financial Advisor,Edward Jones Montrose CO 701 E Main St,,,Salesforce
10999592,Inactive Investor,Katie Gonzales,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10978297,Inactive Investor,Christopher Gaither,,"Steward Partners Investment Solutions, LLC Chattanooga TN 6111 Shallowford Rd",,,Salesforce
11005577,Inactive Investor,Saul Ruiz,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,saul_ruiz@vanguard.com,,Salesforce
10966581,Inactive Investor,Gregory Adams,Senior Consultant,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
11097295,Inactive Investor,Steven Lee,,"Raymond James Financial Services, Inc. Brea CA 3 Pointe Dr",steven.lee@raymondjames.com,,Salesforce
10786150,Inactive Investor,Anthony Bartalino,,J.P. Morgan Securities LLC Troy MI 2155 W Big Beaver Rd,anthony.j.bartalino@jpmorgan.com,,Salesforce
9574249,,Vincent Marquez,,,vincentmarquez40@yahoo.com,,List import
9608066,,Scott Ellis,,,ellis.scott@pennmutualam.com,,List import
10798713,Inactive Investor,Donald Haan,,PFS Investments Inc. Oklahoma City OK 11212 N May Ave,donald.haan@primerica.com,,Salesforce
11101343,Inactive Investor,Anthony Turcotte,Managing Partner,The Wealth Consulting Group Thousand Oaks CA 30700 Russell Ranch Rd,aturcotte@wealthcg.com,,Salesforce
9617394,,Cyril MAROT,,,perfectloop.cap10@gmail.com,,List import
9633641,,Widiyantoro Bowo,,,bowortf28@gmail.com,,List import
11231734,Inactive Investor,Willie Ramirez,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",willie.ramirez@gwrs.com,,Salesforce
10614370,,Evan Wohl,Financial Advisor,,evan_wohl@glic.com,,List Import
10823108,Inactive Investor,Caroline Lane,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",caroline.lane@ml.com,,Salesforce
11044323,Inactive Investor,Benjamin Goscha,Senior Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11207787,Inactive Investor,Richard King,,UBS Financial Services Inc. Southampton NY 8 Main St,richard.j.king@ubs.com,,Salesforce
11210173,Inactive Investor,Trevor Koehn,Financial Advisor,Edward Jones Platte SD 610 Main Ave,trevor.koehn@edwardjones.com,,Salesforce
10791902,Inactive Investor,Bryan Korman,Financial Professional,"Pruco Securities, LLC. Rockville Centre NY Private Residence",bryan.korman@prudential.com,,Salesforce
10888902,Inactive Investor,Robert Polackwich,Equity Analyst,Professional Advisory Services Inc,nathan@pa-services.com,,Salesforce
11182693,Inactive Investor,Joshua Oller,Financial Advisor,Commonwealth Financial Network Ridgeland MS 271 Trace Colony Park Dr,joller@commonwealth.com,,Salesforce
9644527,,Nam Il Park,,,namilpark54@gmail.com,,List import
10920663,Inactive Investor,Linda Clayton,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,claytonl@ceteranetworks.com,,Salesforce
10616103,,Ryan Dundon,,,ryan.dundon@ampf.com,,List Import
10646796,,Richard Rodgers,,,rrodgers@innovestinc.com,,List Import
11176320,Inactive Investor,Pablo Macias Alvarez,,Investment Placement Group,,,Salesforce
11088636,Inactive Investor,Brian Horner,Associate Representative,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,brian.horner@thrivent.com,,Salesforce
237159,, -,,[[Unknown]],richard4veterans@gmail.com,,Direct
9603173,,Michael Waldron,,,mwaldron@waldronpw.com,,List import
9595812,,Kriss Kirchhoff,,,krissk@gmail.com,,List import
11141933,Inactive Investor,Tiffany Schapero,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,tiffany.schapero@primerica.com,,Salesforce
10618958,,John Kaufman,,,john.kaufman@ms.com,,List Import
11057330,Inactive Investor,Vivian Okello,,"First Horizon Advisors, Inc.",vtokello@ftbadvisors.com,,Salesforce
10905233,Inactive Investor,Susan Gregg,,"Allstate Financial Services, LLC Roseburg OR 1122 NW Garden Valley Blvd",susan.snyder@allstate.com,,Salesforce
10994169,Inactive Investor,Dara Hoffman,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",dara.hoffman@bernstein.com,,Salesforce
11211444,Inactive Investor,Rita Defloreo,,"Osaic Wealth, Inc. Sebastian FL 9434 N US Hwy 1",,,Salesforce
10909793,Inactive Investor,David King,,"Avantax Investment Services, Inc. Mars PA 310 7 Fields Blvd",david.king@avantax.com,,Salesforce
10488141,,Marielle Robinson,Vice President,Morgan Stanley,marielle.robinson@morganstanley.com,,List Import
11238596,Inactive Investor,Rick Bauerly,,Granite Partners,rick@granite.com,,Salesforce
10857568,Inactive Investor,James Corbeau,Chief Compliance Officer;Co-Founder;Principal,"Springwater Wealth Management, LLC",jim.corbeau@springwaterwealth.com,,Salesforce
11110155,Inactive Investor,Robert Bandy,Co-Founder,Robert Stephen Capital Management LLC,rbandy@robertstephen.net,,Salesforce
240346,,John Smith,,[Unknown],jdogggl@duck.com,,Direct
11136535,Inactive Investor,Angel Medina,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,angel.medina@primerica.com,,Salesforce
10929362,Inactive Investor,Philip Mathai,,Chelsea Financial Services,pmathai@chfs.com,,Salesforce
10848724,Inactive Investor,Mohammad Vedadi,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
11012863,Inactive Investor,Michael Roth,,"Packerland Brokerage Services, Inc. Appleton WI Private Residence",michael_roth@packerlandbrokerage.com,,Salesforce
338503,,Man Ho,Director And Senior Investment Director,Value Partners Limited,man@vp.comhk,852-288-09263,Manual List Upload
10841021,Inactive Investor,Holly D'Annunzio,Chief Compliance Officer;Managing Member,"D'Annunzio Consulting Group, LLC",,,Salesforce
342132,,Nick Galanti,Controller,Alterna Capital Partners Llc,nick.galanti@alternacapital.com,203-210-7333,Manual List Upload
10892637,Inactive Investor,John Johnson,,"Osaic Institutions, Inc. Muskogee OK 135 N Anthony Rd",johnjohnson@infinexgroup.com,,Salesforce
11160091,Inactive Investor,Amy Decker,Associate Director - Investments,Oppenheimer & Co. Inc. Lakeland FL Private Residence,amy.decker@opco.com,,Salesforce
9573303,,Rishi Shah,"Chief Investment Officer, Managing Principal, President","Chalkstream Capital Group, L.P.",rishi.shah@chalkstreamcapital.com,,List import
10766729,Inactive Investor,Ashley Thomas,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha WI N19W24400 Riverwood Dr",ashley.frank@ml.com,,Salesforce
9643939,,Sean Castle,,,sean@cherrycreekinvestmentadvisors.com,,List import
10993256,Inactive Investor,Jielan Xiao,,J.P. Morgan Securities LLC San Francisco CA 1318 Stockton St,jielan.xiao@jpmorgan.com,,Salesforce
240073,,William Howard,,[Unknown],whoward@merceradvisors.com,,Database Upload
10646000,,Donald Wynter,,,donald.m.wynter@huntington.com,,List Import
10851758,Inactive Investor,Erik Larson,,Goldman Sachs & Co.,,,Salesforce
9567005,,jean-philippe chedemail,,,jpchedemail@gmail.com,,List import
11032112,Inactive Investor,Glen Duffy,Financial Advisor,Edward Jones Bedford MA 110 Great Rd,glen.duffy@edwardjones.com,,Salesforce
3928,,Curt Johnson,Chief Risk Officer,Cargill,curt_johnson@cargill.com,612 220 3263,
10423925,,Charles Roth,,,caroth2@gmail.com,,Web Form Fillout
11018333,Inactive Investor,Brennan Hollenbeck,,LPL Financial LLC Chicago IL 200 W Adams St,brennan.hollenbeck@lpl.com,,Salesforce
10904368,Inactive Investor,Sonthaya Rajaphoumi,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9602334,,Glen Park,,,glen.park@parkwealthmanagement.com,,List import
10933160,Inactive Investor,Jeffrey Rickert,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11150795,Inactive Investor,Zachary Blacka,,"Centaurus Financial, Inc. Pittsburgh PA 201 Penn Center Blvd",,,Salesforce
11174389,Inactive Investor,Joseph Potratz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",joseph.potratz@schwab.com,,Salesforce
10864068,Inactive Investor,Jennifer Isotalo,Chief Operations Officer,"Northern Capital Management, Inc.",,,Salesforce
11200931,Inactive Investor,Jon Fuller,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
11187866,Inactive Investor,Paul Foster,,"World Capital Brokerage, Inc. Saint Clairsville OH 107 Plaza Dr",,,Salesforce
10618392,,Gerald Rixie,,,gerald.rixie@bofa.com,,List Import
10926742,Inactive Investor,Lisa Grosskopf,,"Peak Brokerage Services, LLC Burbank CA 303 N Glenoaks Blvd",,,Salesforce
9549705,,Bruce Robinson,,,brobinson@maplewoodinvestments.com,,List import
339624,,Michael Tousignant,"Shareholder, CPA","Klr Investment Advisors, Llc",mtousignant@kahnlitwin.com,401-274-2001,Manual List Upload
10945283,Inactive Investor,Jonathan Wood,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
211265,,Andrea Novotny,Retiree,Retired,novotny.aj@gmail.com,,Content
10999950,Inactive Investor,Schanice Staples,Financial Advisor,"Northwestern Mutual Investment Services, LLC Bellevue WA 10655 NE 4th St",schanice.staples@nm.com,,Salesforce
10617216,,John Ravara,,,john.f.ravara@jpmorgan.com,,List Import
9632368,,Praveen Javali,,,praveenmj2001@yahoo.com,,List import
10857957,Inactive Investor,Philip Hofweber,Financial Advisor,Edward Jones Gaylord MI 100 W Main St,phil.hofweber@edwardjones.com,,Salesforce
11068351,Inactive Investor,Maria Nigro,,"Equitable Advisors, LLC Paramus NJ 80 E State RT 4",maria.nigro@equitable.com,,Salesforce
10793177,Inactive Investor,Donald Mayer,Financial Advisor,Edward Jones McAllen TX 4901 N McColl Rd,don.mayer@edwardjones.com,,Salesforce
11093178,Inactive Investor,Joshua Lieberman,Financial Professional,"MML Investors Services, LLC Chicago IL 1 N Franklin St",jlieberman@massmutual.com,,Salesforce
9616696,,Byron Yoshida,,,yosheatseverything@gmail.com,,List import
10872429,Inactive Investor,Jake Ng,,State Farm VP Management Corp. San Francisco CA 1643 Noriega St,jake.ng.b9d0@statefarm.com,,Salesforce
11134855,Inactive Investor,Craig Weber,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11228728,Inactive Investor,Samanta Luckie,,J.P. Morgan Securities LLC Brooklyn NY 891 Utica Ave,samanta.luckie@jpmorgan.com,,Salesforce
11040816,Inactive Investor,Allen Brooks,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,9mlxm@primerica.com,,Salesforce
11111009,Inactive Investor,John Kettmann,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",john.kettmann@ml.com,,Salesforce
9576935,,Dioniz Abel,,,dionizabeli20@gmail.com,,List import
9565770,,Derek DeLoreto,,,derek.deloreto@wellsfargo.com,,List import
10777700,Inactive Investor,Mark Fitzpatrick,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",,,Salesforce
11205053,Inactive Investor,Niles Parn,,"Pruco Securities, LLC. Carthage IL 59 S Adams St",emailaddressjr.parn@prudential.com,,Salesforce
11007583,Inactive Investor,Jennifer Garrison,,"Farmers Financial Solutions, LLC Owasso OK 8805 N 145th East Ave",,,Salesforce
10861943,Inactive Investor,Columbus Pollard,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,columbus.pollard@primerica.com,,Salesforce
11075603,Inactive Investor,Connor Geiger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
343682,,Roberto Lampl,"Portfolio Manager, Head Of Emerging Markets Equities Ex. Asia",Alquity Investment Management Ltd.,roberto.lampl@alquity.com, -755777826,Manual List Upload
10832924,Inactive Investor,Thomas Anderson,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",thomas.b.anderson@wellsfargo.com,,Salesforce
9644211,,Matthew Chun,,,mchun2121@gmail.com,,List import
10774665,Inactive Investor,Frederick Maclean,Partner;President;Trustee,"Heritage Investment Group, Inc.",,,Salesforce
11025740,Inactive Investor,Luella Mahoney,,"Principal Securities, Inc.",mahoney.anne@principal.com,,Salesforce
11042660,Inactive Investor,Gregory Jackson,Financial Advisor,Western Wealth Management LLC Castle Rock CO 1560 King Mick Ct,,,Salesforce
11069842,Inactive Investor,Joseph Hilzinger,,Fidelity Brokerage Services LLC New York NY 165 Broadway,joseph.hilzinger@fmr.com,,Salesforce
10876747,Inactive Investor,Janell Howard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10773990,Inactive Investor,Graham Tower,Financial Advisor,"Ameriprise Financial Services, LLC Marlborough MA 201 Boston Post Rd W",graham.m.tower@ampf.com,,Salesforce
10823322,Inactive Investor,Robert Larkin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",robert.p.larkin@ml.com,,Salesforce
10895543,Inactive Investor,Nathan Hockley,,LifeMark Securities Corp. Gettysburg PA 132 Buford Ave,nhockley@lifemark.com,,Salesforce
241556,Inactive Investor,Michele Aghassi,,AQR Capital Management,michele.aghassi@aqr.com,(203) 742-3600,Database Upload
10787020,Inactive Investor,Benjamin Seidenstein,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,benjamin.seidenstein@gs.com,,Salesforce
9552503,,John Delaney,,,johnmdelaney@comcast.com,,List import
10822819,Inactive Investor,Eunha Yi,Wealth Strategy Associate,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,megan.yi@ubs.com,,Salesforce
10844988,Inactive Investor,Robert Hanna,Investment Advisor,"Eastsound Capital Advisors, LLC Medfield MA 10 Boyden Rd",,,Salesforce
10949017,Inactive Investor,Kenneth Ottey,,LPL Financial LLC Cockeysville MD 10431 York Rd,kenneth.ottey@lpl.com,,Salesforce
10960844,Inactive Investor,Daniel Milks,Chief Executive Officer;Founder;Managing Member,"Fiduciary Organization, LLC",daniel@woodmarkwealthmanagement.com,,Salesforce
10949776,Inactive Investor,Matthew Hale,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10756525,Inactive Investor,John Peterson,Financial Advisor;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Springfield MA 1500 Main St,john.j.peterson@morganstanley.com,,Salesforce
11009854,Inactive Investor,Michael Rodriguez,Owner,PFS Investments Inc. Poughkeepsie NY 297 Mill St,michael.rodriguez@primerica.com,,Salesforce
10803343,Inactive Investor,Kenneth Pesavento,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",kenneth_a_pesavento@ml.com,,Salesforce
11099751,Inactive Investor,Jesse Hita,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",,,Salesforce
10867171,Inactive Investor,Heidi Springmann,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,heidi.springmann@fidelity.com,,Salesforce
10899646,Inactive Investor,Michael Gibson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10614877,,Brian Burke,"Financial Advisor, Vice President",,brian.burke1@morganstanley.com,,List Import
10662133,,Iain McEwan,,,iain.mcewan@envestnet.com,,List Import
10971527,Inactive Investor,Daniel Cooper,Financial Planner,"Brighter Financial Capital Management, LLC",,,Salesforce
10874995,Inactive Investor,Stacy Tjitradi,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 5455 Geary Blvd",stacy.tjitradi@wellsfargoadvisors.com,,Salesforce
11160367,Inactive Investor,Carlos Vasquez,International Client Advisor;Senior Vice President,Morgan Stanley San Diego CA 101 W Broadway,carlos.vasquez1@morganstanley.com,,Salesforce
11066057,Inactive Investor,Eyan Reeve,,"Centaurus Financial, Inc. Newport Coast CA Private Residence",ereeve@cfiemail.com,,Salesforce
11236479,Inactive Investor,Tatiana Tsoir,Investment Advisor Representative,"Broadstreet Global Advisors, Inc. Mount Kisco NY Private Residence",tatiana@broadstreetglobaladvisors.com,,Salesforce
11159332,Inactive Investor,Holly Duponte,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,holly.duponte@fidelity.com,,Salesforce
9623339,,Jean ha Park,,,jean7811@gmail.com,,List import
11195570,Inactive Investor,Marc Walker,,"Cambridge Investment Research, Inc. Alpharetta GA 11175 Cicero Dr",,,Salesforce
11135156,Inactive Investor,Justin De Luca,Financial Planner,Lincoln Investment Horsham PA 5 Walnut Grove Dr,jdeluca@lincolninvestment.com,,Salesforce
10913946,Inactive Investor,Mark Davidson,Financial Advisor;Managing Member,"Cornerstone Investment Management and Consulting, LLC",mdavidson@csimac.com,,Salesforce
11175178,Inactive Investor,Ryan Stookey,Financial Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 8711 Watson Rd",ryan.stookey@ampf.com,,Salesforce
11164041,Inactive Investor,Cien Asoera,Financial Advisor,Edward Jones Elkhart IN 240 E Jackson Blvd,cien.asoera@edwardjones.com,,Salesforce
10938859,Inactive Investor,David Nifong,,"Cambridge Investment Research, Inc. Concord NC 3630 Poplar Tent Rd",,,Salesforce
10842111,Inactive Investor,Sally Alston,Client Specialist,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,,,Salesforce
153471,,Quentin Finck,,[Unknown],quentin.finck@outlook.fr,,Organic Search
11052201,Inactive Investor,Elizabeth Agnew,,J.P. Morgan Securities LLC Sparta NJ 27 Sparta Ave,elizabeth.agnew@chase.com,,Salesforce
10918742,Inactive Investor,Jerome Wright,Financial Advisor,GWN Securities Inc. West Melbourne FL Private Residence,jwright@gwnsecurities.com,,Salesforce
10781435,Inactive Investor,Matthew Williams,Managing Director;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",matthew_williams@ml.com,,Salesforce
10895947,Inactive Investor,Joseph Hilton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10863182,Inactive Investor,Steven Hicks,,Cetera Investment Services LLC Canonsburg PA 400 Southpointe Blvd,steven.hicks@ceterainvestors.com,,Salesforce
10755276,Inactive Investor,Caren Cardin,Registered Client Service Associate,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",caren.cardin@ampf.com,,Salesforce
9593842,,Chance Finucane,,,cfinucane@oxbowadv.com,,List import
11053547,Inactive Investor,Jason Scott,Chief Compliance Officer;Chief Operating Officer;General Counsel,"L & S Advisors, Inc",jscott@lsadvisors.com,,Salesforce
10906563,Inactive Investor,Paul Green,,"American Portfolios Financial Services, Inc. Orlando FL 5401 S Kirkman Rd",pgreen@americanportfolios.com,,Salesforce
9623086,,M S,,,mstonemb@gmail.com,,List import
10811793,Inactive Investor,Sandra Graham,Shareholder,Riggs Asset Management Co Inc Wilkes Barre PA 8 W Market St,sgraham@riggsadvisors.com,,Salesforce
10765130,Inactive Investor,Dennis Brown,Retirement Benefits Consultant;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",dennis_brown@ml.com,,Salesforce
10802057,Inactive Investor,Patrick Desamours,Financial Advisor,Edward Jones Stone Mountain GA 1505 Lilburn Stone Mountain Rd,patrick.desamours@edwardjones.com,,Salesforce
10917249,Inactive Investor,Maximo Lopez,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,mlopez09@ft.newyorklife.com,,Salesforce
10494363,,Brendon Fischer,"Chief Compliance Officer, Chief Investment Officer, Managing Director, Managing Member",Fischer Capital Management LLC,bfischer@fischercap.com,,List Import
10486702,,Jodi Lutz,Senior Vice President - Investments,Wedbush Securities Inc.,jodi.lutz@wedbush.com,,List Import
11126657,Inactive Investor,Andrew Greenebaum,,Jefferies LLC,agreenebaum@jefferies.com,,Salesforce
9606838,,William Carroll,,,carrollheather57@gmail.com,,List import
9579047,,Jonathan Martin,,,jmartin@aew.com,,List import
8480456,,Bai Yuen,,CGMI,bai.yuen@citi.com,(312) 225-6619,List Import
11094581,Inactive Investor,Erin Holmes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,erin.strathdee@fidelity.com,,Salesforce
11209658,Inactive Investor,Andrew Zehnder,Private Wealth Advisor,"Executive Wealth Management, LLC",azehnder@ewmadvisors.com,,Salesforce
340645,,Jessica Mitchell,Board Of Managers,Pnc Investments,jmitchell@pnc.com,800-762-6111,Manual List Upload
10984255,Inactive Investor,Anthony Molina,,Wealthfront Brokerage LLC,anthony@wealthfront.com,,Salesforce
9568364,,Joe -,,,jr.rss.email@gmail.com,,List import
11014579,Inactive Investor,Michelo Dicandio,,"Allstate Financial Services, LLC",mdicandio1@allstate.com,,Salesforce
10971419,Inactive Investor,Karen Bassler,,LPL Financial LLC San Diego CA 4707 Executive Dr,karen.bassler@lpl.com,,Salesforce
10911030,Inactive Investor,Kim Luthy,,"Kestra Investment Services, LLC Morristown NJ 161 Madison Ave",kim@kestrafinancial.com,,Salesforce
11043954,Inactive Investor,Mark Gonzalez,Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,,,Salesforce
332412,,Guy Norman,,[Unknown],guynorman21@163.com,,
10876034,Inactive Investor,Deborah Querub Benarroch,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10489104,,Frank Zaccardo,Financial Advisor,LPL Financial LLC Plano TX 5048 Tennyson Pkwy,frank.zaccardo@lpl.com,972-521-3599,List Import
11125370,Inactive Investor,Cindy Sibila,,LPL Financial LLC Houston TX 1330 Gemini St,cindy.sibila@lpl.com,,Salesforce
10835020,Inactive Investor,Matthew Neis,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lawrence KS 4910 Corporate Centre Dr",matt.neis@stifel.com,,Salesforce
11089398,Inactive Investor,Kay Flores,,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,kay.flores@lpl.com,,Salesforce
11070082,Inactive Investor,Terry Roberts,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
373053,,levent beklen,,[Unknown],lbeklen@gmail.com,,source
11125330,Inactive Investor,John Fink,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",john.fink@tiaa.org,,Salesforce
117449,,Noe Lopez,,Frost Investment Services,noe.lopez@frostbank.com,,
9646975,,Todd Knezovic,,,toddknezovic@gmail.com,,List import
10606794,,Doojin Chung,"Portfolio Manager, Vice President","Truman Capital Advisors, LP",dchung@trucap.com,914-730-7102,
11091574,Inactive Investor,Saphia Dahal-Baker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manhattan Beach CA 3016 N Sepulveda Blvd",saphia.a.dahal-baker@ml.com,,Salesforce
11157774,Inactive Investor,John Churilla,Financial Advisor,"Wells Fargo Clearing Services, LLC Venice FL 1699 US Hwy 41 Bypass S",jack.churilla@wellsfargoadvisors.com,,Salesforce
10657041,,Melissa Forma,,,melissa.a.forma@chase.com,,List Import
11229309,Inactive Investor,Jeffrey Markham,Managing Director,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",,,Salesforce
10908398,Inactive Investor,William Gafford,,PFS Investments Inc. Mesquite TX 1675 Republic Pkwy,william.gafford@primerica.com,,Salesforce
10761719,Inactive Investor,Lester Thompson,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",scott_thompson1@ml.com,,Salesforce
9646714,,Juan Sanchez,,,sanchezjuan2020@yahoo.com,,List import
10947598,Inactive Investor,Daniel Vredeveld,Financial Advisor;Senior Financial Advisor,"Richmond Brothers, Inc.",dan@richmondbrothers.com,,Salesforce
11116806,Inactive Investor,David Mihlon,,"Cadaret, Grant & Co., Inc. Lyndhurst NJ 30 Park Ave",dmihlon@cadaretgrant.com,,Salesforce
11136686,Inactive Investor,Darren Duhnke,Financial Representative,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
9634192,,frdgrgdf dsgdfr,,,frdggd@gmail.com,,List import
11115856,Inactive Investor,Alicia Sanchez,,"Farmers Financial Solutions, LLC Covina CA 301 E Rowland St",asanchez8@farmersagent.com,,Salesforce
10984595,Inactive Investor,Nicholas Loprire,,Edward Jones Columbus OH 6797 N High St,nicholas.loprire@edwardjones.com,,Salesforce
352519,,Justin Disch,Senior Associate,Mccarthy Capital,jdisch@mccarthycapital.com,402-932-8600,Manual List Upload
10931609,Inactive Investor,Jason Opie,,"Osaic Wealth, Inc. Marshfield WI 1813 S Central Ave",,,Salesforce
11056735,Inactive Investor,Kevin Kelleher,,LPL Financial LLC Fort Lauderdale FL 1995 E Oakland Park Blvd,kevin.kelleher@lpl.com,,Salesforce
10984251,Inactive Investor,Robert Fumire,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10977599,Inactive Investor,Christian Salas,,Cetera Investment Services LLC Gainesville GA 102 E Butler Pkwy,,,Salesforce
219253,,David Smith,,[Unknown],davidgaby826@gmail.com,,
9552310,,Roman Feldman,,,roman.feldman@point72.com,,List import
11065202,Inactive Investor,Daniel Kozloski,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",daniel.kozloski@nm.com,,Salesforce
11218021,,Samantha Sparks,,,ssparks@rwbaird.com,,List Import
11135614,Inactive Investor,Yvonne Dixon,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,yvonne.dixon@primerica.com,,Salesforce
10883544,Inactive Investor,Joseph Kovar,,"Avantax Investment Services, Inc. Danville CA 3800 Blackhawk Rd",,,Salesforce
370913,,frank s,,Albania,fs5224@aol.com,,Salesforce
3033348,,Rokebul Islam,,,rokivay8@gmail.com,,
338599,,Susan Sullivan,Chief Financial Officer,Fulham & Co,susan@fulhamco.com,781-235-2266,Manual List Upload
10770374,Inactive Investor,Rachael Crane,,"CNR Securities, LLC San Francisco CA 455 Market St",rachael.crane@cnr.com,,Salesforce
9569892,,Charles Weissman,,,charlie.weissman@holoceneadvisors.com,,List import
10646357,,Dennis Palumbo,,,dennis.palumbo@lpl.com,,List Import
9542940,,Harish Shah,,,harish.shah.melbourne@gmail.com,,List import
9595751,,Bryn Torkelson,,,bryn@matissecap.com,,List import
371884,,Hiten Shah,,United States,hnshah@gmail.com,,Salesforce
11161097,Inactive Investor,Michelle Mcgee,,"Osaic Wealth, Inc.",,,Salesforce
9625153,,Paul Walia,,,walia.paul@yahoo.com,,List import
9577128,,Raymond Beckles,,,beckles1.1@gmail.com,,List import
342769,,Diane Hosie,Director And Managing Director,Morgan Stanley Investment Management Limited,diane.hosie@morganstanley.com,011-442-074258000,Manual List Upload
368157,,Jose Abreu,Self-Employed,,jrabreus2804@yahoo.com,4039090118,Webinar
9608221,,craig cloud,,,ccloud@apogeetactical.com,,List import
10884259,Inactive Investor,Loren Gottschalk,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence KS 3220 Mesa Way",loren.gottschalk@ampf.com,,Salesforce
10825583,Inactive Investor,David Stellpflug,Financial Advisor,"Packerland Brokerage Services, Inc. Eau Claire WI 2125 Brackett Ave",david_stellpflug@packerlandbrokerage.com,,Salesforce
11218940,,Timothy Ghriskey,,,tghriskey@ingalls.net,,Other
9565779,,Tony Short,,,thetonyshort@gmail.com,,List import
10777696,Inactive Investor,Maureen Tarquinio,Senior Client Associate,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 77 Kercheval Ave",,,Salesforce
11161788,Inactive Investor,Nasser Eljamal,Client Service Associate;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,nasser.eljamal@morganstanley.com,,Salesforce
11082918,Inactive Investor,Daniel Labukas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",daniel.labukas@ml.com,,Salesforce
201869,,Joel Zimmerman,,[Unknown],jz@alum.mit.edu,,source
11201409,Inactive Investor,Gary Johnson,,"Avantax Investment Services, Inc. Fargo ND 3523 45th St S",,,Salesforce
10957071,Inactive Investor,Martin Rodriguez,,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",,,Salesforce
11125338,Inactive Investor,David Walker,,United Planners' Financial Services of America A Limited Partner Santa Barbara CA 222 E Carrillo St,,,Salesforce
11219662,,Vijay Naidu,,,vnaidu@nutter.com,,Other
10870510,Inactive Investor,Myrrica Drake,Associate Financial Advisor,Edward Jones Mount Vernon WA 1616 N 18th St,myrrica.valentine@edwardjones.com,,Salesforce
11237099,Inactive Investor,Brett Hughes,Wealth Advisor,EP Wealth Advisors San Diego CA 3655 Nobel Dr,,,Salesforce
11115725,Inactive Investor,William Hawley,,Fidelity Brokerage Services LLC Fort Worth TX Private Residence,,,Salesforce
11091005,Inactive Investor,Ryan Koler,Financial Advisor,"Osaic Wealth, Inc. Cleveland OH 6400 Pearl Rd",ryan.koler@osaicwealth.com,,Salesforce
11127845,Inactive Investor,Victor Carvalho De Melo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,victor_carvalho-de-melo@vanguard.com,,Salesforce
9621559,,Stephen Sih-Choi,,,ssihchoi@gmail.com,,List import
10795174,Inactive Investor,Mary Lopez,Financial Advisor,LPL Financial LLC Eugene OR 2290 Oakmont Way,mary.lopez@lpl.com,,Salesforce
10990057,Inactive Investor,Brandon Malburg,,LPL Financial LLC Iron Mountain MI 110 E B St,brandon.malburg@lpl.com,,Salesforce
11066575,Inactive Investor,Mark Outten,,"Capitol Securities Management, Inc. Salisbury MD 31400 Winterplace Pkwy",,,Salesforce
10929216,Inactive Investor,Jennifer Schenkelberg,Chief Compliance Officer;Managing Member;Owner,"Schenkelberg Investments, LLC Omaha NE Private Residence",jj@schenkelberg.investments,,Salesforce
10776620,Inactive Investor,Keith Hamer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Waterloo IA 173 W 4th St",hamerk@stifel.com,,Salesforce
11048419,Inactive Investor,Corey Woodson,Risk Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1600 American Blvd",,,Salesforce
11218901,,Daniel Glusica,,,daniel.glusica@marshmma.com,,Other
11048397,Inactive Investor,Jason Aldrich,,"Allstate Financial Services, LLC Brooksville FL 10004 Cortez Blvd",jasonaldrich2@allstate.com,,Salesforce
11089716,Inactive Investor,Brandon Carter,Financial Advisor;Partner;Principal,"Financial Strategies Group, Inc",brandon@fsgmichigan.com,,Salesforce
11192705,Inactive Investor,Alec Randolph,,J.P. Morgan Securities LLC Houston TX 600 Travis St,alec.randolph@jpmorgan.com,,Salesforce
11090956,Inactive Investor,Tracy Garrett,Senior Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,tracy.garrett@ubs.com,,Salesforce
10936680,Inactive Investor,Ethan Wilfore,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,ethan.wilfore@edwardjones.com,,Salesforce
11061347,Inactive Investor,Roberto Nespereira,Financial Advisor,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",roberto.nespereira@nm.com,,Salesforce
11001578,Inactive Investor,Cynnamon Renfro,,Edward Jones Benton LA 207 Fairburn Ave,,,Salesforce
11182844,Inactive Investor,Michele Vanags,,State Farm VP Management Corp. Evergreen CO 3112 Evergreen Pkwy,,,Salesforce
11124949,Inactive Investor,Yemewedish Girma,,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",,,Salesforce
10836052,Inactive Investor,Michelle Irwin,Financial Advisor;Financial Planning Specialist,Morgan Stanley Minneapolis MN 225 S 6th St,michelle.irwin@morganstanley.com,,Salesforce
9620460,,John Leitch,,,johngleitch@hotmail.com,,List import
9604381,,James Roylance,,,roylance192@hotmail.com,,List import
10973010,Inactive Investor,Anthony Herbstsomer,,Fidelity Brokerage Services LLC,,,Salesforce
11100088,Inactive Investor,Brian Parness,Managing Director,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",,,Salesforce
10850557,Inactive Investor,Casey Fitzgerald,,J.P. Morgan Securities LLC Rochester NY 1 S Clinton Ave,casey.fitzgerald@jpmorgan.com,,Salesforce
11123878,Inactive Investor,Rachel Betzwieser,Service Advisor,LPL Financial LLC Raleigh NC 7000 Harps Mill Rd,rachel.betzwieser@lpl.com,,Salesforce
11008508,Inactive Investor,Andrew Zale,Financial Advisor;Wealth Advisor,LPL Financial LLC Troy MI 2050 Livernois Rd,andrew.zale@lpl.com,,Salesforce
10789578,Inactive Investor,Kimberly Henderson,Financial Advisor,"Raymond James & Associates, Inc. Norfolk VA 150 W Main St",,,Salesforce
10898126,Inactive Investor,Matthew Forman,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 200 Glastonbury Blvd",matthew.forman@ml.com,,Salesforce
9548638,,Richard Trasport,,,rich.trasport@voya.com,,List import
11229969,Inactive Investor,Drew Martin,,NYLIFE Securities LLC Honeoye Falls NY Private Residence,dmartin09@ft.newyorklife.com,,Salesforce
11038666,Inactive Investor,Dylan Mcfarland,Financial Professional,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",dylan.mcfarland@prudential.com,,Salesforce
11078878,Inactive Investor,Edward Santos,,PlanMember Securities Corporation Stockton CA 5635 Stratford Cir,,,Salesforce
11229956,Inactive Investor,Amina Razzaq,,Neuberger Berman BD LLC,amina.razzaq@nb.com,,Salesforce
152770,,Kyle Tate,,[Unknown],tatekyle93@gmail.com,,
10890825,Inactive Investor,Michelle Packer,Financial Advisor;Senior Retirement Planner,"Telos Capital Management, Inc.",michelle@telosinc.com,,Salesforce
10647203,,Lisa Anderson,,,lisa.anderson@edwardjones.com,,List Import
10657544,,Dino Gavanes,,,dino.gavanes@equitable.com,,List Import
10976700,Inactive Investor,Aubrie Doorn,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10975515,Inactive Investor,Nicholas Walker,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",nicholas.walker@nm.com,,Salesforce
10891288,Inactive Investor,Joseph Moosa,Financial Advisor,Janney Montgomery Scott LLC Fort Lauderdale FL 200 SW 1st Ave,jmoosa@janney.com,,Salesforce
11094068,Inactive Investor,Robert Speck,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
9575883,,Brandyn -,,,brandynhamilton@gmail.com,,List import
338625,,Christopher Hanssens,Managing Partner,Eureka Equity Partners,chanssens@eurekaequity.com,267-238-4200,Manual List Upload
372630,,Daffa Chandra Prasetya,,[Unknown],daffachandra44@gmail.com,,Salesforce
373684,,Al Johnson,,[Unknown],ajredcaraj@hotmail.com,,source
10965589,Inactive Investor,Alan Hulstein,Financial Advisor,Compass Financial Services,alan.hulstein@compassiowa.com,,Salesforce
10576342,,Christhian  Humberto Rodríguez,,,christihanhumbertorodriguez@gmail.com,,Web Form Fillout
10964838,Inactive Investor,Alfonso Aduna,Chief Compliance Officer;Investor;Managing Member,Aduna Capital,alfonso@adunacapital.com,,Salesforce
10988104,Inactive Investor,Joung-Hee Woo,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,joanna.woo.uusm@statefarm.com,,Salesforce
11027747,Inactive Investor,Darrell Warner,Chief Compliance Officer;Investment Advisor;Managing Member;Principal,Qmulate Simi Valley CA 6495 Sibley St,,,Salesforce
188238,,afsaneh mahdavi,,[Unknown],afsaneh.mahdavi111@gmail.com,989363953424,source
9619682,,george The Whittemore Collection,,,george@pw-inc.com,,List import
223394,,Kially Ruiz,CEO,Cibao Cloud Technologies,kially.ruiz@cibaocloud.com,,
9623056,,Dana Menard,,,dana@tcwealthstrategies.com,,List import
10364628,,Chastanet Vincent,,,chadtanetvincent@gmail.com,,Web Form Fillout
11057664,Inactive Investor,James Foley,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Atlanta GA 1200 Abernathy Rd",james.foley@ampf.com,,Salesforce
9646333,,asdasd asdasdasd,,,asdasd@asdasd.com,,List import
11205083,Inactive Investor,Douglas Ingold,,Cetera Advisors LLC Smithville OH 790 E Main St,douglas.ingold@ceteraadvisors.com,,Salesforce
11098886,Inactive Investor,Stephanie Byrd,Client Relationship Manager;Director;Financial Planner,"View Capital RIA, LP",sbyrd@view-cap.com,,Salesforce
10510506,,JOHN YONAN,Reg Rep,Lincoln Financial Securities,k.yonan@securitiesmail.com,,List Import
10866721,Inactive Investor,Daniel Perez,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,daniel.perez@fmr.com,,Salesforce
11091577,Inactive Investor,Jacy Guynes,,State Farm VP Management Corp. Weatherford TX 1711 Santa Fe Dr,,,Salesforce
9567852,,Ryan -,,,ryan.zurich@gmail.com,,List import
11098341,Inactive Investor,Sumi Leusca,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Portland OR 5505 NE M L King Blvd",sumi.leusca@usbank.com,,Salesforce
10488907,,Nisha Bhandary,"Private Client Banker, Vice President",J.P. Morgan Securities LLC Frisco TX 5375 Lebanon Rd,nisha.b.bhandary@jpmorgan.com,,List Import
10982851,Inactive Investor,Naimesh Shah,,"Avantax Investment Services, Inc. Schaumburg IL 939 N Plum Grove Rd",,,Salesforce
10826922,Inactive Investor,Christy Dryden,Senior Client Associate,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",christy.dryden@rbc.com,,Salesforce
10980827,Inactive Investor,Austin Mayhew,,J.P. Morgan Securities LLC Florham Park NJ 186 Ridgedale Ave,austin.mayhew@chase.com,,Salesforce
10960521,Inactive Investor,Marcia Sanders-Scott,,"Allstate Financial Services, LLC York SC 30 W Liberty St",marciasanders-scott@allstate.com,,Salesforce
11058890,Inactive Investor,Stephanie Felts,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,stephanie.felts@fidelity.com,,Salesforce
11177537,Inactive Investor,Romeo Bertolini,Chief Compliance Officer;Investment Advisor;Partner,"Laufer Wealth Management, LLC",rbertolini@lauferllp.com,,Salesforce
11013791,Inactive Investor,Marie Ali,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,mali@supremealliancellc.com,,Salesforce
9628255,,Edwin Wong,,,ewong@tacitacapital.com,,List import
5937491,,Eugene Smith,,,cecej82480@cmeinbox.com,,Web Form Fillout
9567756,,Phillip -,,,philattia@gmail.com,,List import
9542952,,Amber Pasley,,,monae37066@yahoo.com,,List import
11059045,Inactive Investor,Oscar Garcia,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,ojgarcia@ft.newyorklife.com,,Salesforce
11173099,Inactive Investor,Kevin Kraus,,Key Investment Services LLC Latham NY 767 New Loudon Rd,kevin_b_kraus@keybank.com,,Salesforce
11211668,Inactive Investor,Bob Williams,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",bob.williams@prudential.com,,Salesforce
11139423,Inactive Investor,Phillip Buckner,Vice President - Wealth Management Solutions,"Ameriprise Financial Services, LLC Sugar Land TX Private Residence",phillip.g.buckner@ampf.com,,Salesforce
10903041,Inactive Investor,William Bates,Financial Advisor,LPL Financial LLC Saginaw MI 3126 Davenport Ave,bill.bates@lpl.com,,Salesforce
11044156,Inactive Investor,Todd Young,Financial Advisor,Edward Jones Denver CO 650 S Cherry St,todd.young@edwardjones.com,,Salesforce
10886434,Inactive Investor,Helen Semus,Chief Compliance Officer;Chief Executive Officer;Founder;Manager,"Semus Wealth Partners, LLC",helen@semuswp.com,,Salesforce
11118183,Inactive Investor,Nicholas Ardner,,NYLIFE Securities LLC New York NY 420 Lexington Ave,fardner@ft.newyorklife.com,,Salesforce
11175779,Inactive Investor,Jeffrey Drapala,,"Raymond James Financial Services, Inc. Delray Beach FL 15200 Jog Rd",jeffrey.drapala@raymondjames.com,,Salesforce
10929250,Inactive Investor,George Miller,,"Osaic Wealth, Inc. Minocqua WI 7520 US Hwy 51s",george.miller@osaicwealth.com,,Salesforce
9612744,,Aghiles Taibi,,,aghiles_t@hotmail.com,,List import
11069464,Inactive Investor,Bryan Wagner,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lake Grove NY 2095 Smith Haven Plz",bryan.wagner@schwab.com,,Salesforce
236354,, -,,[[Unknown]],johnajijola2@gmail.com,,Direct
69455,,Dwayne Kesting,Partner,Thrivent Investment Management Inc.,dwayne.kesting@thrivent.com,715-563-2552,
9576411,,Christopher Ryhal,,,cryhal@fscadvisor.com,,List import
190801,,Eric Knight,HEAD OF CRYPTO MARKET MAKING STRATEGIES,Jane Street,eknight@janestreet.com,646-369-7317,
11086280,Inactive Investor,Bryan Bell,Business Development Associate,Oppenheimer & Co. Inc. East Lansing MI 1400 Abbot Rd,bryan.bell@opco.com,,Salesforce
9579708,,john Solamito,,,j.mediathis@gmail.com,,List import
10656717,,Alejandro Roman,,,aroman@williamblair.com,,List Import
241992,,Bill Fahey,Advisor,"Fahey Investment Planning, LLC",wfahey@fahey.co,,Event
11022901,Inactive Investor,Dylon Garza,,J.P. Morgan Securities LLC Austin TX 5700 W Slaughter Ln,dylon.garza@jpmorgan.com,,Salesforce
10999741,Inactive Investor,Steven Cacciutti,Financial Advisor,Commonwealth Financial Network Berwyn PA 1436 Lancaster Ave,scacciutti@commonwealth.com,,Salesforce
11033132,Inactive Investor,Augustine Azevedo,Financial Advisor;First Vice President - Investments;Vice President - Investments,"Wells Fargo Clearing Services, LLC Concord CA 4599 Clayton Rd",augustine.azevedo@wellsfargoadvisors.com,,Salesforce
9546842,,Nate Scott,,,nscott@gicu.org,,List import
11153966,Inactive Investor,Philippos Sifakis,Associate Director;Portfolio Management Associate,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,,,Salesforce
11221243,,Heather Ashline,,,hashline@northcountryadvisers.com,,List Import
11206062,Inactive Investor,Michael Oconnell,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,michael.oconnell@lpl.com,,Salesforce
9599757,,Jacob Kloberdanz,,,jake@onehopewine.com,,List import
9627460,,Aurélien Menant,,,aurelien@zilliqa.com,,List import
11209920,Inactive Investor,Nicholas Simone,,Vanguard Marketing Corporation,nicholas_simone@vanguard.com,,Salesforce
10783348,Inactive Investor,Pamela Dillie,,"Charles Schwab & Co., Inc. Little Rock AR 650 S Shackleford Rd",pamela.martin@schwab.com,,Salesforce
374338,,Jay Gentry,,,jay.gentry@praxisfp.com,,Salesforce
9612368,,Gregory Cole,,,gcole@harrisassoc.com,,List import
10799080,Inactive Investor,Steven Thoms,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",steven.thoms@ml.com,,Salesforce
10948732,Inactive Investor,Steven Turner,Financial Advisor,Edward Jones Coral Springs FL 829 Coral Ridge Dr,steve.turner@edwardjones.com,,Salesforce
190070,,Luis Carlos Lechuga,,[Unknown],miamisold17@gmail.com,,source
11139457,Inactive Investor,Nathaniel Massey,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",nathaniel.d.massey-jr@ampf.com,,Salesforce
10614133,,Christopher Vazquez,Financial Advisor,,cvazquez1975@gmail.com,,List Import
10959275,Inactive Investor,Emma Porter,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,emma.porter@fmr.com,,Salesforce
9578272,,Kathy Sperry,,,kathy.sperry@53.com,,List import
11042923,Inactive Investor,Howard Schachter,Financial Advisor,LPL Financial LLC Meriden CT 321 Research Pkwy,howard.schachter@lpl.com,,Salesforce
11169952,Inactive Investor,Brian Peterson,,J.P. Morgan Securities LLC Daytona Beach FL 1808 W International Speedway Blvd,brian.l.peterson@chase.com,,Salesforce
11116259,Inactive Investor,Verica Beltaseva,,J.P. Morgan Securities LLC New York NY 120 Broadway,verica.beltaseva@chase.com,,Salesforce
11140800,Inactive Investor,Jeffrey Stump,,PFS Investments Inc. York PA 4185 W Market St,jeffrey.stump@primerica.com,,Salesforce
224928,,David Watson,,[Unknown],d.benjamin.watson@gmail.com,,Direct
11005907,Inactive Investor,Vinh Ho,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",vinh.ho@equitable.com,,Salesforce
9543889,,Ashley XU,,,973481050@qq.com,,List import
222357,,Samuel Fiechter,Manager,"Walnut Green Asset Management, Llc",fiechter@walnutgreen.net,302-689-3798,Manual List Upload
9625164,,Tarik Aeta,,,tarik.aeta@gmail.com,,List import
11049945,Inactive Investor,Amanda Colledge,,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",amanda.colledge@rbc.com,,Salesforce
11135006,Inactive Investor,Edward McCluskey,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",ed.mccluskey@nm.com,,Salesforce
9577060,,Dennis Riesley,,,dennis.riesley@pnc.com,,List import
11162426,Inactive Investor,Jeffrey Brown,Principal,LPL Financial LLC Murfreesboro TN 630 S Church St,jeffreyo.brown@lpl.com,,Salesforce
10995878,Inactive Investor,Allison Fietsch,Financial Advisor,Edward Jones La Grange KY 111 E Main St,allison.fietsch@edwardjones.com,,Salesforce
346835,,Audra Wooten,Executive Assistant,"Nautic Partners, Llc",awooten@nautic.com,401-278-6770,Manual List Upload
10760113,Inactive Investor,Marina Bronstein,,Citigroup Global Markets Inc.,marina.donskaya@citi.com,,Salesforce
11177325,Inactive Investor,Jonathan Fagan,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
373216,,Gary Elwood,,[Unknown],intechpr@yahoo.com,,source
9622155,,Yilie Shen,,,yilie.shen@gmail.com,,List import
11120744,Inactive Investor,Jack Rebolledo,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,jsrebolledo@ft.newyorklife.com,,Salesforce
10878722,Inactive Investor,Kevin Dirkse,,Goldman Sachs & Co.,,,Salesforce
10978618,Inactive Investor,Donna Davis,,"Osaic Wealth, Inc. Wichita KS 125 N Market St",,,Salesforce
11076708,Inactive Investor,Asi De Silva,Chief Compliance Officer;Founder;Fund Manager;Managing Member;Managing Partner,"Rock Den Advisors, LLC",asi.desilva@rockdenadvisors.com,,Salesforce
10648031,,Robert Tremlett,,,stremlett@paramountassoc.com,,List Import
224833,,John Bruggman,,[Unknown],jombee1@gmail.com,,Direct
10800800,Inactive Investor,Brian McCarren,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Marblehead MA 40 Tioga Way",brian.mccarren@ampf.com,,Salesforce
371548,,David Schechter,,[Unknown],dgschechter@bloomberg.net,,Salesforce
10922653,Inactive Investor,Jose Rodriguez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10995438,Inactive Investor,William Young,,"Raymond James & Associates, Inc. Reston VA 1875 Explorer St",,,Salesforce
10781140,Inactive Investor,Howard Reiff,,"TIAA-CREF Individual & Institutional Services, LLC Tampa FL 14055 Riveredge Dr",hreiff@tiaa-cref.org,,Salesforce
11018698,Inactive Investor,Todd Burkhalter,,"Colton Groome Financial Advisors, LLC",tburkhalter@coltongroome.com,,Salesforce
10613752,,Jonathan Zucker,"Financial Advisor, Senior Vice President - Investments",,jonathan.h.zucker@wellsfargoadvisors.com,,List Import
346654,,Stephen Badia,Investment Analysis,Hayfin Capital Management Llc,stephen.badia@hayfin.com,646-218-9479,Manual List Upload
9546977,,Paulina Nunez,,,pnunez.g90@gmail.com,,List import
11057258,Inactive Investor,Yvette Melendez,,"Empower Financial Services, Inc Howards Grove WI Private Residence",yvette.melendez@empower.com,,Salesforce
11080007,Inactive Investor,Kristine Morcos,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",kristine.morcos@ml.com,,Salesforce
9579073,,Carl Beck,,,cbeck@hymanbeck.com,,List import
11147771,Inactive Investor,Ryan Turnquist,,"Vantage Point Financial, LLC Chesterfield MO 14755 N Outer 40 Rd",,,Salesforce
11076237,Inactive Investor,Gabriel Trevino,Financial Advisor,Edward Jones Sugar Land TX 300 Promenade Way,gabriel.trevino@edwardjones.com,,Salesforce
11167107,Inactive Investor,Bruce Tynan,,Cetera Advisor Networks LLC Salt Lake City UT 5295 S Commerce Dr,,,Salesforce
10865113,Inactive Investor,Steven Kessler,Financial Advisor,Morgan Stanley Fort Worth TX 201 Main St,steve.kessler@morganstanley.com,,Salesforce
10856071,Inactive Investor,Michael Brown,,"First Command Brokerage Services, Inc. Fort Lauderdale FL 12555 Orange Dr",mgbrown@firstcommand.com,,Salesforce
10647323,,Rodney Clark,,,rodney.clark@tfaconnect.com,,List Import
241483,,CarolAnn Williams,,Foundation of the Massachusetts Eye and Ear Infirmary,carolann_williams@meei.harvard.edu,(617) 573-3424,Database Upload
10848988,Inactive Investor,Vincent Troy,Financial Representative;Senior Financial Planner,"Grove Point Advisors, LLC",vtroy@hbeckinc.com,,Salesforce
11085167,Inactive Investor,Patrick Klozik,,NYLIFE Securities LLC Shiner TX 1507 N Avenue E,ptklozik01@ft.newyorklife.com,,Salesforce
11033763,Inactive Investor,Madison Chaney,,"Hornor, Townsend & Kent, LLC Oklahoma City OK 3030 NW Expy",mchaney@htk.com,,Salesforce
224284,,Khudadadd Bolbolan,,[Unknown],kbolbolan@gmail.com,,
10887476,Inactive Investor,Cynthia Whitman,,"Cutter & Company, Inc.",cwhitman@cutterco.com,,Salesforce
9557200,,Scott Stillman,,,sstillman@massmutual.com,,List import
11004944,Inactive Investor,Jesus Sanchez,,State Farm VP Management Corp. Arlington TX 3916 W Interstate 20,,,Salesforce
10867919,Inactive Investor,Deirdre Burgoyne,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11060292,Inactive Investor,Nicoh Alday,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,nicoh.alday@morganstanley.com,,Salesforce
10855064,Inactive Investor,James Thomas,Financial Professional,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",jethomas@financialguide.com,,Salesforce
10788775,Inactive Investor,Robert Byman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.byman@fidelity.com,,Salesforce
11025374,Inactive Investor,Jody Baruth,,PFS Investments Inc. Sioux Falls SD 3220 W 57th St,jody.baruth@primerica.com,,Salesforce
10510264,,Federico Jover,Portfolio Management Associate,Sea View Investment Managers,fjover@seaviewim.com,,List Import
10933615,Inactive Investor,Glenn Pollack,,"Osaic Wealth, Inc.",,,Salesforce
11221841,,Mary Liola,,,mliola@cfnmail.com,,List Import
9594413,,Mara Hunt,,,mara@skyknightcapital.com,,List import
10943386,Inactive Investor,Courtney Thomas,,PFS Investments Inc. Columbia SC 7499 Parklane Rd,courtney.thomas@primerica.com,,Salesforce
10825703,Inactive Investor,Michelle Kempf,,"HighTower Securities, LLC Vienna VA 1919 Gallows Rd",mkuzma@hightoweradvisors.com,,Salesforce
11055070,Inactive Investor,Elliot Poretzky,,"Valley Financial Management, Inc.",elliot.poretzky@leumiusa.com,,Salesforce
11064486,Inactive Investor,Steven Masker,Financial Advisor,LPL Financial LLC Frankenmuth MI 580 N Main St,steven.masker@lpl.com,,Salesforce
10996783,Inactive Investor,Collin Fabac,Financial Advisor,Commonwealth Financial Network San Antonio TX 1020 NE Loop 410,cfabac@commonwealth.com,,Salesforce
11079149,Inactive Investor,Daniel Zimmerman,Financial Advisor,LPL Financial LLC Moorestown NJ 7 E Main St,daniel.zimmerman@lpl.com,,Salesforce
10966720,Inactive Investor,Nikki Taylor,,Key Investment Services LLC Baldwinsville NY 10 E Genesee St,nikki_taylor@keybank.com,,Salesforce
10781895,Inactive Investor,Conor Durkin,Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
249008,,Stuart Wilson,IT Director,WaterAid,stuartwilson@wateraid.org,,Manual List Upload
11116640,Inactive Investor,Dax Mancini,,J.P. Morgan Securities LLC Forney TX 401 FM548,dax.mancini@jpmorgan.com,,Salesforce
10853349,Inactive Investor,Gloria Potts,,"Cambridge Investment Research, Inc. Charlotte NC 301 McCullough Dr",,,Salesforce
10844786,Inactive Investor,Brian Bisdorf,,Commonwealth Financial Network Fort Worth TX 201 American Concourse,bbisdorf@commonwealth.com,,Salesforce
10786274,Inactive Investor,Samuel Harpold,,Vanguard Marketing Corporation,samuel_harpold@vanguard.com,,Salesforce
10994489,Inactive Investor,Nicholas Zwirlein,,Goldman Sachs Custody Solutions Colorado Springs CO 5475 Mark Dabling Blvd,zwirleinn@foliofn.com,,Salesforce
10853209,Inactive Investor,Philip Hayes,,"Ameriprise Financial Services, LLC Hadley MA 226 Russell St",philip.hayes@ampf.com,,Salesforce
10506166,,LEROY HAYES,PRESIDENT/CEO/OWNER,HAYES INVESTMENT AGENCY,hayesleroyhayes@aol.com,281-451-0338,List import
11154573,Inactive Investor,Rebecca Goldsmith,,State Farm VP Management Corp. Columbus GA 7505 Veterans Pkwy,,,Salesforce
10810134,Inactive Investor,Kelly Brown,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",,,Salesforce
10782169,Inactive Investor,Laura Cowden,Complex Risk Officer,Morgan Stanley Dallas TX 5001 Spring Valley Rd,laura.cowden@morganstanley.com,,Salesforce
10648230,,John Seiple,,,jseiple@huntingtonindustrial.com,,List import
9599530,,Jason Werner,,,jwerner@coopermcmanus.com,,List import
10975177,Inactive Investor,Lafona Wempen,,"N.I.S. Financial Services, Inc.",,,Salesforce
10999881,Inactive Investor,Adam Grossbard,,"RBC Capital Markets, LLC",,,Salesforce
10920086,Inactive Investor,Michael Politowicz,Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",michael.politowicz@nm.com,,Salesforce
11109776,Inactive Investor,Brian Bock,,LPL Financial LLC Cedar Rapids IA 1005 Blairs Ferry Rd NE,brian.bock@lpl.com,,Salesforce
159656,,Justin Sutherland,,[Unknown],cpasrhot@gmail.com,,Paid Social
9544945,,Laura Schaefer,,,l.schaefer@fi.com,,List import
9640519,,Andre Delport,,,andre@kanaantrust.com,,List import
11217067,,David Kahal,,,david.kahal@equitable.com,,Other
10949585,Inactive Investor,Isaac Williams,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,,,Salesforce
9637048,,Martijn Canisius,,,mcanisius@ingfunds.com,,List import
11180395,Inactive Investor,Benjamin Melton,,"Osaic FA, Inc. Rockville MD 5410 Edson Ln",ben.melton@lfg.com,,Salesforce
10873318,Inactive Investor,Anna Rice,Chief Executive Officer;President;Vice President,"Brokaw Rice Investment Advisors, Incorporated",annakay@brokawrice.com,,Salesforce
11068604,Inactive Investor,Audry Verrette,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",audry.verrette@ml.com,,Salesforce
11053587,Inactive Investor,Keith Embree,,"Raymond James Financial Services, Inc. Naples FL 9115 Corsea Del Fontana Way",keith.embree@raymondjames.com,,Salesforce
10914455,Inactive Investor,Daniel Garton,Investment Advisor Representative,PFG Advisors Albuquerque NM 4910 Union Way NE,,,Salesforce
66554,,Grant Johnstone,Chief Executive Officer; Chief Compliance Officer,Johnstone Financial Advisors,grant.johnstone@johnstonefinancial.com,503-699-2929,
11043372,Inactive Investor,Kirk Rimer,Co-President,"CH Investment Partners, LLC",krimer@chinvestments.com,,Salesforce
9557929,,Wenyi Wei,,,wenyi.wei@valic.com,,List import
181400,,Douglas Abdalla,,[Unknown],doug@palmleo.com,,
10959734,Inactive Investor,Raenicia Haworth,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
10902329,Inactive Investor,Giovanni Roman,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",giovanni.roman@ml.com,,Salesforce
11114406,Inactive Investor,Bradley Gramm,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",bgramm@financialguide.com,,Salesforce
10764726,Inactive Investor,James Dwyer,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Valencia CA 25152 Springfield Ct",james.dwyer@wellsfargo.com,,Salesforce
11096478,Inactive Investor,Thomas Pritchett,Managing Partner;Partner,"APB Wealthcare Advisors, LLP",tom@apbwc.com,,Salesforce
11178206,Inactive Investor,Robert Tito,,"Osaic Institutions, Inc. Charlestown MA 62 Sullivan St",robert.tito@infinexgroup.com,,Salesforce
10776742,Inactive Investor,Raymond Nepa,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,raymond.nepa@ubs.com,,Salesforce
11099908,Inactive Investor,Jerett Gilbert,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,jerett_gilbert@glic.com,,Salesforce
9548643,,Rolando Huerta,,,rolandoh8@aol.com,,List import
10845775,Inactive Investor,Martin Friedman,Financial Advisor,LPL Financial LLC Northbrook IL 555 Skokie Blvd,martin.friedman@lpl.com,,Salesforce
10837565,Inactive Investor,Rodney Sager,,"Lion Street Financial, LLC Dallas TX 10000 N Central Expy",rsager@lionstreet.com,,Salesforce
10691687,,Cathy Reynoso,,,cathy.reynoso@lpl.com,,Web Form Fillout
11043673,Inactive Investor,Yanel Marcial Cortes,,J.P. Morgan Securities LLC Long Branch NJ 160 Brighton Ave,yanel.cortes@chase.com,,Salesforce
11233243,Inactive Investor,Connor Bauer,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,,,Salesforce
11170055,Inactive Investor,Adam Ambrogio,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 5134 N Clark St,adam.ambrogio@chase.com,,Salesforce
10883128,Inactive Investor,William Sadler,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",william.sadler@tiaa.org,,Salesforce
9635174,,Gina Griffo,,,ggriffo@excelsecurities.com,,List import
9628052,,Abhijit Kulkarni,,,abhijit.kulkarni@avantax.com,,List import
10615681,,Justin Muro,,,jmuro@lincolninvestment.com,,List import
9621488,,Anup Jose,,,vertrauenfze@gmail.com,,List import
10915162,Inactive Investor,Luke Boyd,Financial Advisor,Edward Jones Ankeny IA 1200 SW State St,luke.boyd@edwardjones.com,,Salesforce
11166274,Inactive Investor,Jason Dilorenzo,Senior Vice President;Wealth Group Executive,Citigroup Global Markets Inc. New York NY 330 Madison Ave,jason.m.dilorenzo@citi.com,,Salesforce
211730,,Nicole Manley,Legislative Director,Rep. Ben Cline,nicole.manley@mail.house.gov,,Content
9647596,,Constance Walsh,,,conniewalsh@comcast.net,,List import
10942970,Inactive Investor,Daniel Meredith,,"MML Investors Services, LLC Bettendorf IA 2550 Middle Rd",dmeredith@massmutual.com,,Salesforce
10892780,Inactive Investor,Ryan Trenz,Wealth Relationship Manager,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,ryan.trenz@citi.com,,Salesforce
10795422,Inactive Investor,Louis La Selva,Private Wealth Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",louis.a.laselva@ampf.com,,Salesforce
374686,,Charles Pawlik,"Vice President, Portfolio Manager",Beacon Trust,,973-377-8090,Manual List Upload
215399,,Dioni Pereira,,[Unknown],bl@ckbeard.org,,Paid Social
10826542,Inactive Investor,Jennifer Kao,Supervisory Control Associate,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",jennifer.kao@wellsfargo.com,,Salesforce
353093,,Kevin Baker,Owner,Black Wall Street Trading,kevin@blackwallstreettrading.com,,Event
10753088,Inactive Investor,Shelly Richards,Portfolio Associate,Morgan Stanley Winter Park FL 250 S Park Ave,shelly.richards@morganstanley.com,,Salesforce
9580124,,Rebecca John,,,rajohn@lexpartners.com,,List import
10622318,,Shannon Cox,,,naicolcox4@gmail.com,,Web Form Fillout
10912269,Inactive Investor,Allen Bass,Chief Compliance Officer;Founder;Managing Member;President,"Carolina Wealth Strategies, LLC",jamey.bass@carolinawealthstrategies.com,,Salesforce
10938410,Inactive Investor,Tatiana Laurent,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10767998,Inactive Investor,Gregory Chebuske,,"Kestra Investment Services, LLC Fairfield NJ 375 Passaic Ave",gchebuske@kestrafinancial.com,,Salesforce
11024276,Inactive Investor,Patrick Mauriello,Financial Advisor,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",patrick.mauriello@rbc.com,,Salesforce
9576123,,Sara Sugar-Anyanwu,,,sara@projectqnyc.com,,List import
10613121,,David Trinkoff,"Senior Financial Advisor, Senior Vice President",,david_trinkoff@ml.com,,List Import
4534,, -,,[[Unknown]],lpaige47@gmail.com,,Initial Salesforce Import
10922567,Inactive Investor,Wade Cooper,,"Concourse Financial Group Securities, Inc. Muskego WI 6262 S Lowell Pl",wade.cooper@concoursefinancial.com,,Salesforce
11159637,Inactive Investor,Andrew Bondar,,NYLIFE Securities LLC Sacramento CA 4366 Auburn Blvd,abondar@ft.newyorklife.com,,Salesforce
10934200,Inactive Investor,Richard Palmer,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Pinehurst NC 7 Villiage Club Ct",richard.palmer@stifel.com,,Salesforce
10979236,Inactive Investor,Joseph Pinhasov,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,,,Salesforce
10940943,Inactive Investor,Kathleen Nilsson,,LPL Financial LLC Arcata CA Private Residence,kathleen.nilsson@lpl.com,,Salesforce
11170644,Inactive Investor,Nicholas Goris,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",nicholas.goris@nm.com,,Salesforce
11001200,Inactive Investor,Doris Decker,,PFS Investments Inc. West Des Moines IA 1000 73rd St,doris.decker@primerica.com,,Salesforce
10920595,Inactive Investor,Lisa Sharpe,Financial Advisor,"Ameriprise Financial Services, LLC South Bend IN 205 W Jefferson Blvd",lisa.sharpe@ampf.com,,Salesforce
11089593,Inactive Investor,Jenee Niehaus,,Cetera Advisor Networks LLC Rapid City SD 201 Main St,,,Salesforce
11198263,Inactive Investor,Edward Harris,,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",,,Salesforce
9563036,,Dontrieze Chapman,,,trezchapman@yahoo.com,,List import
11159879,Inactive Investor,Matthew Curtis,Chief Compliance Officer;Chief Executive Officer;President;Principal,"Alpha Retirement Wealth, LLC Gold River CA 2377 Gold Meadow Way",mcurtis@alpharw.com,,Salesforce
11135289,Inactive Investor,Joshua Fisher,,"Plan A Wealth, LLC Coshocton OH 419 S Whitewoman St",josh@planawm.com,,Salesforce
10406306,,David Chappell,,,david@accounting-complete.com,,Web Form Fillout
10801914,Inactive Investor,Matthew Egge,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",matt.egge@nm.com,,Salesforce
9544769,,Jody Deaton,,,josephdeaton@hotmail.com,,List import
11035135,Inactive Investor,Kathleen Coppola,,"Raymond James Financial Services, Inc. Murrells Inlet SC 640 Morse Ave",kathleen.coppola@raymondjames.com,,Salesforce
352279,,John Beirne,"Chief Investment Officer, Founding Partner, Managing Director",Beirne.,jbeirne@beirnewealth.com,203-701-8606,Manual List Upload
9547752,,Algirdas Nakas,,,algirdas@me.com,,List import
11090628,Inactive Investor,Lesley Deas,Investment Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,lesley.deas@jpmorgan.com,,Salesforce
10830022,Inactive Investor,Gae Bergquist-Trommald,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",gae_bergquist-trommald@ml.com,,Salesforce
10752750,Inactive Investor,Thomas Anderson,Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,tanderson@investdavenport.com,,Salesforce
10658043,,James Corrigan,,,jamescorrigan@afpadvisor.com,,List Import
10840524,Inactive Investor,Fadi Ahmed,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,"De Groote Financial Group, LLC Westlake Village CA 2660 Townsgate Rd",fadi@degrootefinancial.com,,Salesforce
10951669,Inactive Investor,Andrea Thompson,,Commonwealth Financial Network Westborough MA 1700 W Park Dr,athompson@commonwealth.com,,Salesforce
10797145,Inactive Investor,Denise Farkas,Chief Investment Officer;Shareholder,Sigma Investment Counselors Cleveland OH 30195 Chagrin Blvd,dfarkas@sigmainvestments.com,,Salesforce
11122154,Inactive Investor,John Malone,,J.P. Morgan Securities LLC Pittsburgh PA 301 Grant St,john.a.malone@jpmorgan.com,,Salesforce
44681,,Matthew Yocom,Retirement Planner,Fidelity Personal and Workplace Advisors,matthew.yocom@fidelity.com,,
11206624,Inactive Investor,James Hyndman,Financial Advisor,LPL Financial LLC Hales Corners WI Private Residence,james.hyndman@lpl.com,,Salesforce
10662194,,Bonnie Griffith,,,bgriffith@brookstoneadvisor.com,,List Import
11200306,Inactive Investor,Ronald Hunt,Chief Executive Officer;President;Senior Portfolio Manager,Hunt Wealth Management,ron.hunt@huntwealthmanagement.com,,Salesforce
9631595,,Paul Mannion,,,paulmannion93@gmail.com,,List import
368243,,Martin Bednall,COO,,martin.bednall@finxcapital.com,,Webinar
10839144,Inactive Investor,Ramprasad Satagopan,Co-Founder;Director;Founder;Principal;Regulatory Contact,Everest Management Corp.,ramprasad@everest-mgmt.com,,Salesforce
11254513,Inactive Investor,Vasundhara Jain,,"RBC Capital Markets, LLC",,,Salesforce
11054887,Inactive Investor,Joseph Ghanem,Financial Advisor,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,joe.ghanem@morganstanley.com,,Salesforce
11203147,Inactive Investor,Robert Larue,Chief Compliance Officer;Chief Financial Officer;Financial Advisor;Managing Member,Owen LaRue Financial Group,ben@owenlarue.com,,Salesforce
11171661,Inactive Investor,Mary Miner,Member,"Main Management, LLC",,,Salesforce
10977981,Inactive Investor,Caryn Corbin,,J.P. Morgan Securities LLC Sherwood OR 16100 SW Tualatin Sherwood Rd,caryn.corbin@jpmorgan.com,,Salesforce
10938093,Inactive Investor,Meghan Dykstra,,"Cambridge Investment Research, Inc. Traverse City MI 900 E Front St",,,Salesforce
11012225,Inactive Investor,Elias El-Moualem,,"Akar Capital Management, Inc.",elias@akarcapital.com,,Salesforce
9605940,,Dale Turner,,,tmpw@sol.com,,List import
9628361,,Mike Cummiskey,,,mike@pvwealthmanagement.com,,List import
11218734,,Patrick Amaya,,,patrick_amaya@ajg.com,,Other
11145410,Inactive Investor,Jason Austerman,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Hamilton OH 4221 Hamilton Middletown Rd",jason.austerman@usbank.com,,Salesforce
10799444,Inactive Investor,Grigor Altunyan,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,grigor.altunyan@primerica.com,,Salesforce
11040253,Inactive Investor,Frederick Graves,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13805 Conlan Cir",frederick.graves@ml.com,,Salesforce
10488057,,Elizabeth Deluca,Chief Compliance Officer,ETC Investment Advisors LLC,ashley.deluca@energyspectrum.com,,List Import
202486,,Sam Meinrod,,[Unknown],meinrod@gmail.com,,Paid Social
11109907,Inactive Investor,Michelle Toler,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,mtoler@primerica.com,,Salesforce
349147,,Gilles Dellaert,Global Head,Blackstone Isg-ii Advisors L.l.c.,gilles.dellaert@blackstone.com,212-583-5000,Manual List Upload
11075902,Inactive Investor,John Gallagher,Financial Planner,"Integrated Wealthcare, LLC Kona HI Private Residence",john@iwcglobal.net,,Salesforce
11220712,,Ryan Chiaverini,,,rchiaverini@meritageportfolio.com,,Other
9626173,,Nicholas Williams,,,nicholas_williams@outlook.com,,List import
11048273,Inactive Investor,Albert Lucci,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Stuart FL 712 SE Ocean Blvd,albert.lucci@ubs.com,,Salesforce
10659286,,Michael Rosen,,,mrosen@aegiscap.com,,List Import
9561776,,Bruce Meredith,,,bruce.meredith@securitiesamerica.com,,List import
10662364,,Caleb Thomas,,,caleb.thomas@oneascent.com,,List Import
11074095,Inactive Investor,Shaun Verner,Financial Advisor,Edward Jones Placerville CA 4369 Golden Center Dr,shaun.verner@edwardjones.com,,Salesforce
9591303,,Linda Zhang,,,linda.zhang@purviewinvestments.com,,List import
10932864,Inactive Investor,Heather Broderick,Senior Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,heather.broderick@lpl.com,,Salesforce
11066181,Inactive Investor,Constantine Koukos,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,constantine.koukos@morganstanley.com,,Salesforce
11029798,Inactive Investor,Mark Phillips,,NYLIFE Securities LLC Gramling SC Private Residence,mphillips2@ft.newyorklife.com,,Salesforce
10952788,Inactive Investor,Ron Leibovici,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Torrance CA 990 W 190th St",ron.leibovici@usbank.com,,Salesforce
371938,,Randolph Davis,,United States,randolphrdavis@gmail.com,,Google Natural Search
10848511,Inactive Investor,James Johns,Founder;Managing Member;President,Vios Asset Management LLC San Francisco CA 115 Sansome St,,,Salesforce
10505172,,Maigue Bruno,ECONOMIC OU 2158 NDJMENA CHAD,F.I.N.D. COMMERCIAL SOLUTIONS,maigue.bruno@yahoo.fr,8664248002,List Import
9636177,,Ali Zainal,,,ali.zainal@investcorp.com,,List import
9641224,,Mark Shapiro,,,shapirom@yahoo.com,,List import
11037134,Inactive Investor,Kenneth Miller,,J.P. Morgan Securities LLC Minneapolis MN 10700 France Ave S,,,Salesforce
10942050,Inactive Investor,Brandon Lee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10810986,Inactive Investor,John Brooks,Registered Principal,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,john.brooks@lpl.com,,Salesforce
11160920,Inactive Investor,Kelly Lewis,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",klewis14@ml.com,,Salesforce
9621335,,what i,,,different@mailinator.co,,List import
10510278,,Gregory Ellston,CIO - Asset Allocation,Confluence Investment Management,gellston@confluenceim.com,,List Import
11138686,Inactive Investor,Albert Wiggin,,"Raymond James Financial Services, Inc. Myrtle Beach SC 1151 44th Ave N",albert.wiggin@raymondjames.com,,Salesforce
11202987,Inactive Investor,Rashaun Moberg,,"Wells Fargo Clearing Services, LLC Ridgeland MS 109 W Jackson St",,,Salesforce
333651,,Jeff Fronek,"Vice President, Director, Investments",Rubenstein Partners,jfronek@rubensteinpartners.com,215-563-3558,Manual List Upload
11087798,Inactive Investor,Nolan Baird,Vice President,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",bairdnd@stifel.com,,Salesforce
9637896,,Gabriele Manferdini,,,gabriele@ktscapital.ch,,List import
230129,, -,,[[Unknown]],djerina@gmail.com,,
10954333,Inactive Investor,Eric Rodell,,"Raymond James Financial Services, Inc. Smyrna TN 417 S Lowry St",eric.rodell@raymondjames.com,,Salesforce
10876348,Inactive Investor,Bronwyn Libelle,Broker,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",bronwyn.m.bouthim@ampf.com,,Salesforce
11154745,Inactive Investor,Charles Strano,,"Osaic Wealth, Inc. Woodbury NJ 6 N Broad St",,,Salesforce
11129727,Inactive Investor,Libbey Winderl,Financial Advisor,Edward Jones Great Falls MT 405 3rd St NW,libbey.winderl@edwardjones.com,,Salesforce
9624778,,Jose Manuel Tassara,,,josetassara@outlook.com,,List import
11009488,Inactive Investor,Kelsey Richins,,"Northwestern Mutual Investment Services, LLC Logan UT 45 E 200 N",kelsey.richins@nm.com,,Salesforce
10774566,Inactive Investor,Charles Boyd,Financial Advisor,LPL Financial LLC Ocean Springs MS 1001 Government St,charles.boyd@lpl.com,,Salesforce
10834738,Inactive Investor,Jeffrey Chen,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",jeffrey.x.chen@ampf.com,,Salesforce
228004,, -,,[[Unknown]],lavellporter@msn.com,,
10614159,,Steven Guglielmoni,"Financial Advisor, Senior Vice President - Investments",,steven.guglielmoni@wellsfargoadvisors.com,,List Import
11100411,Inactive Investor,Timothy Smith,Chief Executive Officer;Managing Partner;Partner;President,"Granite Harbor Advisors, Inc.",tsmith@graniteharboradvisors.com,,Salesforce
10783137,Inactive Investor,Shanna Bearden,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Oakland CA 1999 Harrison St,shanna.bearden@morganstanley.com,,Salesforce
10617543,,Paul Wawrzaszek,,,paul.wawrzaszek@wellsfargoadvisors.com,,List Import
11263744,,Yigjf Gugjf,,,degored880@voledia.com,,Web Form Fillout
10836364,Inactive Investor,Carl Orton,,"Avantax Investment Services, Inc. Maineville OH Private Residence",,,Salesforce
350271,,Debbie Carr,Executive Assistant,Invicta Financial Group,debbie@invictafg.com,928-344-8000,Manual List Upload
10828283,Inactive Investor,Todd Ellis,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",todd.ellis@rbc.com,,Salesforce
11028793,Inactive Investor,Christopher Pike,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10863196,Inactive Investor,Peter Bodnar,,Newbridge Securities Corporation Mount Sinai NY 655 Rte 25a,pbodnar@newbridgesecurities.com,,Salesforce
230460,, -,,[[Unknown]],kuanyin8@msn.com,,
10883970,Inactive Investor,Michael Stutzman,,Cetera Investment Services LLC Omaha NE 1121 N 102nd Ct,michael.stutzman@ceterainvestors.com,,Salesforce
10888871,Inactive Investor,Scott Stanfield,Partner;Wealth Manager,Creative Planning,scott.stanfield@creativeplanning.com,,Salesforce
10969695,Inactive Investor,Skyler Moore,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10991536,Inactive Investor,Charles McGuire,,"Voya Financial Advisors, Inc.",charles.mcguire@voya.com,,Salesforce
11087807,Inactive Investor,Randy Lowenberg,,"Northwestern Mutual Investment Services, LLC Keene NH 191 Washington St",randy.lowenberg@nm.com,,Salesforce
10949381,Inactive Investor,Richard Davidian,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
6297201,,tyju nika,,,difey41715@fom8.com,,Web Form Fillout
10769658,Inactive Investor,Cynthia Ruvalcaba,Registered Associate,Morgan Stanley San Diego CA 101 W Broadway,cynthia.ruvalcaba@morganstanley.com,,Salesforce
10921106,Inactive Investor,William Heidt,,"The Leaders Group, Inc.",,,Salesforce
10692214,Active Investor,Mark Rajovic,,Mark Rajovic,,,Salesforce
9579217,,Robert Bluestein,,,rbluestein@rhbco.com,,List import
10990781,Inactive Investor,Jeffrey Warbritton,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",jeff.warbritton@nm.com,,Salesforce
346925,,Doug Brown,Vice President,"Monomoy Capital Management, L.p.",dbrown@mcpfunds.com,212-225-9370,Manual List Upload
11162298,Inactive Investor,Yaakov Ringler,Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",yaakov.ringler@raymondjames.com,,Salesforce
10603789,,Ajay Mehra,"Chief Investment Officer, Founder, President","Foresight Global Investors, Inc.",amehra@foresightgi.com,,List import
182478,,Daire Goodman,,[Unknown],dairegoodman@gmail.com,,
10933156,Inactive Investor,Bruce Bird,Financial Advisor,"Wells Fargo Clearing Services, LLC Lewisville NC 6460 Shallowford Rd",bruce.a.bird@wellsfargo.com,,Salesforce
10795643,Inactive Investor,Lisa Bush,,"Sanctuary Securities, Inc. Marion OH 107 N Main St",lbush@sanctuarywealth.com,,Salesforce
8480398,,Steven May,,BUTTERFLY CAPITAL LLC,butterflycapitalgrowth@gmail.com,(954) 662-1181,List Import
9590291,,James Kitzinger,,,jimkitz@klcminc.com,,List import
11097337,Inactive Investor,Gerardo Garcia,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",,,Salesforce
10510421,,Lawrence Weller,Financial Planner,ECF Wealth,lweller@ecfwealth.com,,List import
10767014,Inactive Investor,Jeffrey Crossland,,Commonwealth Financial Network Lewisburg PA 129 Market St,jcrossland@commonwealth.com,,Salesforce
11062046,Inactive Investor,Jackson Southard,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Graybridge Capital,maddoxsouthard@graybridgecapital.com,,Salesforce
11180693,Inactive Investor,Sean Knott,Director;Family Wealth Advisor,Robert W. Baird & Co. Incorporated Janesville WI 14 N Parker Dr,sknott@rwbaird.com,,Salesforce
11255153,Inactive Investor,Nathan Despain,Investment Advisor Representative,"Arkfeld Wealth Strategies, L.L.C.",nathan@arkfeldwealth.com,,Salesforce
9627805,,Arianit Sylafeta,,,ari.sylafeta@gmail.com,,List import
9583741,,Christopher Adkinson,,,cadkinson@whiteoakpartners.com,,List import
10927864,Inactive Investor,Lisa Siegel,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
9554926,,Clayton Liscom,,,lee.liscom@veracitycapital.com,,
11059627,Inactive Investor,Tyler Richars,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tyler_richars@vanguard.com,,Salesforce
9624497,,Norris Davis,,,norris@southplatteinvestments.com,,List import
11160486,Inactive Investor,Giuliana Scagliotti,Wealth Strategy Associate,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,giuliana.scagliotti@ubs.com,,Salesforce
9575466,,Robert Schmaltz,,,rschmaltz@hoodrivercapital.com,,List import
11110627,Inactive Investor,Juanita Vales,,"Wells Fargo Clearing Services, LLC Mount Pocono PA 3244 Rte 940",juanita.vales@wellsfargoadvisors.com,,Salesforce
11150127,Inactive Investor,Dennis Highsmith,,"Osaic Wealth, Inc. Newton KS Private Residence",,,Salesforce
10946235,Inactive Investor,Brian Hertzberg,,Commonwealth Financial Network Wrentham MA 844 Franklin St,bhertzberg@commonwealth.com,,Salesforce
10811717,Inactive Investor,Barry Tallman,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",barry.tallman@schwab.com,,Salesforce
11193159,Inactive Investor,Erica Ruchman,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9571545,,Rafa? Ja?tak,,,rafaljastak1@gmail.com,,List import
9577527,,Walton Jones,,,wrjones@financialguide.com,,List import
249192,,Erik LaPaglia,,NextTech Ventures,elapaglia@typoideas.com,,Manual List Upload
372724,,brad szymczak,,United States,bradszymczak@gmail.com,,source
349879,,Winette Riesenweber,Vice President,"Cornerstone Wealth Strategies, Inc.",winette@cswsteam.com,509-396-0588,Manual List Upload
10974246,Inactive Investor,Gardner Sherrill,,Commonwealth Financial Network Bradenton FL 2520 Manatee Ave W,gsherrill@commonwealth.com,,Salesforce
10923171,Inactive Investor,Nathan Beauvais,Advisor;Investment Management Analyst,Sowa Financial Group,nbeauvais@sowafinancial.com,,Salesforce
11132544,Inactive Investor,Andrew Aran,Managing Partner,Regency Wealth Management,aaran@regencywealth.com,,Salesforce
10892241,Inactive Investor,Nikolai Acevedo,,"Arete Wealth Management, LLC Fort Lauderdale FL 55 Weston Rd",nikolai.acevedo@aretewealth.com,,Salesforce
9569812,,Howard Cohen,,,hcohen@massmutual.com,,List import
11089008,Inactive Investor,Norris Ming,,The O.N. Equity Sales Company Clarksville TN 1800 Business Park Dr,,,Salesforce
11059450,Inactive Investor,Stephen Waite,,"Great Valley Advisor Group, Inc. Morrisonville NY Private Residence",swaite@greatvalleyadvisors.com,,Salesforce
10781323,Inactive Investor,Todd Kurzhal,Financial Consultant;Senior Vice President,"NBC Securities, Inc. Decatur AL 496 Hwy 67 S",,,Salesforce
9563791,,Hal Hyman,,,halawishes@gmail.com,,List import
3137293,,IGOR DUARTE,,,igorduartework@gmail.com,,
10814545,Inactive Investor,Heekyong Lee,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
347974,,Tom First,Operating Partner,Castanea Partners Inc.,tfirst@castaneapartners.com,617-630-2400,Manual List Upload
170192,,Kruke Kevin,,[Unknown],kevin@kruke.com,,Content
9618819,,Greg Martinez,,,gmartinez@parkmanhp.com,,List import
11182709,Inactive Investor,Daniel Lombardozzi,,"Garden State Securities, Inc. Red Bank NJ 19 N Bridge Ave",lombardozzi@gardenstatesecurities.com,,Salesforce
11007609,Inactive Investor,Daniel Grosse,,"Farmers Financial Solutions, LLC Plainfield IL 15130 S Rte 59",dgrosse@farmersagent.com,,Salesforce
10782116,Inactive Investor,Chirag Patel,,Jefferies LLC,cpatel@jefferies.com,,Salesforce
11136361,Inactive Investor,Anthony Sutton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9541767,,Amir Shabrang,,,amir_lancer@yahoo.com,,List import
9604028,,SAMANTHA CHEW,,,samantha.chew@chainalysis.com,,List import
9567796,,James Moise,,,james.moise@littlehousecapital.com,,List import
10884656,Inactive Investor,Ignacio Gordillo,,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,ignacio.j.gordillo@jpmorgan.com,,Salesforce
11254309,Inactive Investor,Roger Feldman,Financial Advisor,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,,,Salesforce
10772703,Inactive Investor,Patrick Evans,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,patrick.evans@ubs.com,,Salesforce
10945956,Inactive Investor,Samayne Lawes,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 7005 N University Dr",,,Salesforce
629,,,,,jaini@250ok.in,,
9572422,,Brett Albert,,,brett.albert@surveyor-capital.com,,List import
10616376,,Robert Churchill,,,robert_churchill@ml.com,,List Import
11008666,Inactive Investor,Keeley Atterbury,Financial Advisor,PlanMember Securities Corporation Carlsbad CA 1902 Wright Pl,,,Salesforce
11210291,Inactive Investor,Catherine Abbruscato,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Spring TX 1610 Woodstead Ct",,,Salesforce
11233404,Inactive Investor,Matthew Diamond,,"OneAmerica Securities, Inc. Carlsbad CA 5857 Owens Ave",,,Salesforce
9615558,,Vi Ma,,,vivi.masella@gmail.com,,List import
10826028,Inactive Investor,Bernadette Krueger,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",lkabat@financialguide.com,,Salesforce
11017361,Inactive Investor,Patrick Ryan,,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
10799719,Inactive Investor,Holly Leonard,,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,hleonard@dadco.com,,Salesforce
10901818,Inactive Investor,Hunter Kral,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",hunter.kral@ml.com,,Salesforce
11038737,Inactive Investor,Gregory McLeod,,Newbridge Securities Corporation,gmcleod@newbridgesecurities.com,,Salesforce
121554,,Gregory Harrison,,"Securities America Advisors, Inc.",g.harrison@securitiesamerica.com,585-598-3674,
11078589,Inactive Investor,Nicolas Villarreal,,"InSight Securities, Inc. Miami FL 777 Brickell Ave",nvillarreal@insightamericas.net,,Salesforce
11238223,Inactive Investor,Sarah Sorrentino,,Meketa investment group,ssorrentino@meketagroup.com,,Salesforce
10913184,Inactive Investor,Vamshimohan Yelakanti,,"Transamerica Financial Advisors, Inc Ellicott City MD 5072 Dorsey Hall Dr",vamshimohan.yelakanti@tfaconnect.com,,Salesforce
9552759,,Tufail Shehzad,,,tufailshehzad043@gmail.com,,List import
338614,,Antonio Polegre,Member,"Dragus Capital, Llc",apolegre@draguscapital.com,786-477-5777,Manual List Upload
10882537,Inactive Investor,Holly Townsend,Assistant Vice President,LPL Financial LLC,holly.townsend@lpl.com,,Salesforce
10877060,Inactive Investor,Barbara Linnard,Vice President,"Linnard Financial Management & Planning, Inc.",bvl@linnardfinancial.com,,Salesforce
10835611,Inactive Investor,Kristen Higgins,Financial Advisor,Edward Jones Madison GA 2151 Eatonton Rd,kristen.stier@edwardjones.com,,Salesforce
11197355,Inactive Investor,Joseph Waked,,"MML Investors Services, LLC Greensboro NC 1801 Stanley Rd",jwaked@financialguide.com,,Salesforce
350624,,Dawn Lawson,"Director, Client Engagement",Ehlers,dlawson@ehlers-inc.com,800-717-9742,Manual List Upload
10783034,Inactive Investor,Stephen Murphy,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",sjmurphy@financialguide.com,,Salesforce
10917754,Inactive Investor,Bryan Todd,Financial Advisor;Investment Advisor Representative,"OneAmerica Securities, Inc. Indianapolis IN 50 E 91st St",bryan.todd@oneamerica.com,,Salesforce
11012502,Inactive Investor,Ivan Cosme,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
345678,,Cindy Yourtz,Implementation Manager,"Smart Money Group, Llc",cyourtz@ffgusa.net,254-629-3866,Manual List Upload
11205477,Inactive Investor,Clinton Rand,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",clinton.d.rand@ml.com,,Salesforce
9559488,,Hayden Orr,,,hayden.orr@valic.com,,List import
10612774,,Achilleas Psihudakis,Financial Advisor,,achilleas.psihudakis@lpl.com,,List Import
10852880,Inactive Investor,Gregory Holcomb,,Country Capital Management Company Waterloo IL 513 Park St,gregory.holcomb@countryfinancial.com,,Salesforce
228717,, -,,[[Unknown]],xx.artist@yandex.ru,,
11169130,Inactive Investor,Makala Stewart,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10662085,,Jeffrey Wright,,,jeffrey.wright@gtcr.com,,List Import
10869750,Inactive Investor,Matthew Heavener,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,matthew.heavener@fidelity.com,,Salesforce
10619911,,Justin D'Agostino,,,justin@vertexpartners.com,,List Import
10857515,Inactive Investor,Kirk Klein,Managing Member;Managing Partner,"Koss-Olinger Consulting, LLC.",kirkk@kossolinger.com,,Salesforce
11129140,Inactive Investor,Douglas Vanderstelt,,Sigma Financial Corporation Jackson MI 1339 Horton Rd,dvanderstelt@sigmarep.com,,Salesforce
10510230,,"Richard ""Chip"" Robie",COO,"Eagle Capital Management, LLC",crobie@eaglecap.com,,List Import
9540554,,Eric LaPorta,,ICS Opportunities II LLC,eric.laporta@mlp.com,,Other
11114744,Inactive Investor,Matt Paulsen,Financial Professional,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
10946280,Inactive Investor,Brent Millon,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
9562121,,Kenneth Coplen,,,kcoplen@sfccpa.com,,List import
334842,,Jaime Shechter,Chief Operating Officer,"Penso Advisors, Llc",jshechter@penso.com,212-688-8800,Manual List Upload
11128882,Inactive Investor,Kimberly Berresheim,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11190842,Inactive Investor,Leia Farmer,Advisory Compliance,"Raymond James & Associates, Inc.",leia.farmer@raymondjames.com,,Salesforce
10818584,Inactive Investor,Wanda Sears,Owner,Wanda Kilman Pittman,,,Salesforce
11213372,Inactive Investor,Miles Evans,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10996378,Inactive Investor,Kristjan Plloca,,J.P. Morgan Securities LLC New York NY 201 E 79th St,kristjan.plloca@jpmorgan.com,,Salesforce
10828422,Inactive Investor,Donald Johannes,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",djohannes@ampf.com,,Salesforce
11035787,Inactive Investor,Tyler Hammett,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",tyler.hammett@ml.com,,Salesforce
11100839,Inactive Investor,Phyllis Davis,,"Avantax Investment Services, Inc. Baytown TX 2707 W Baker Rd",davisp1@myavantax.com,,Salesforce
10613627,,Daniel Hofmann,"Financial Advisor, Senior Vice President - Wealth Management",,daniel.hofmann@ubs.com,,List Import
11011921,Inactive Investor,Anthony Richter,,"St. Bernard Financial Services, Inc.",anthony.richter@stbernardfinancial.com,,Salesforce
10792981,Inactive Investor,Evan Tripoli,Director - Alternative Investments;Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,evan.tripoli@morganstanley.com,,Salesforce
10951657,Inactive Investor,Leah Williams,,Fidelity Brokerage Services LLC,,,Salesforce
11191050,Inactive Investor,Katelyn Igneri,,HSBC Securities (USA) Inc.,,,Salesforce
10793806,Inactive Investor,William Hutchison,,"Stifel Independent Advisors, LLC Dothan AL 2558 Ross Clark Cir",,,Salesforce
10854875,Inactive Investor,William Ratcliff,Chief Compliance Officer;Managing Member;President,"Rebel Financial, LLC",phil@rebelfinancial.com,,Salesforce
10832382,Inactive Investor,Rebecca Hutchens,Senior Client Associate,"Wells Fargo Clearing Services, LLC Rogers AR 2520 Pinnacle Hills Pkwy",rebecca.hutchens@wfadvisors.com,,Salesforce
11081791,Inactive Investor,Juan George,,Citigroup Global Markets Inc.,,,Salesforce
11002986,Inactive Investor,Amarita Dhillon,,J.P. Morgan Securities LLC Berkeley CA 2301 Telegraph Ave,amarita.dhillon@jpmorgan.com,,Salesforce
9545963,,Kevin Thomas,,,kthomas@safefed.org,,List import
10841453,Inactive Investor,Brett Rogers,Financial Advisor,Edward Jones Overland Park KS 9152 W 135th St,brett.rogers@edwardjones.com,,Salesforce
10811574,Inactive Investor,Ryan Albrecht,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",ryan.t.albrecht@ampf.com,,Salesforce
10992641,Inactive Investor,John Evans,,"Osaic Wealth, Inc. Omaha NE 1065 N 115th St",,,Salesforce
10918304,Inactive Investor,Courtney Rodgers,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
74572,,Austin Summerville,,N/a,prodigy.ink0@gmail.com,2672062899,
9571900,,Adrian Mancilla,,,adrianmancillajr@gmail.com,,List import
1003441,Inactive Investor,Kush Patel,,Blackstone,kypatel7@gmail.com,,3rd Party Lead Gen
10759323,Inactive Investor,Ben Barlow,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,benjamin.barlow@fidelity.com,,Salesforce
9635515,,Wendy Bender,,,wbender@spectrumalliance.com,,List import
10827310,Inactive Investor,Heather Richelson-Hopkins,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,heather.richelson-hopkins@morganstanley.com,,Salesforce
11233904,Inactive Investor,Christopher Gilman,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
11143534,Inactive Investor,Wayne Zeien,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",zeien.wayne@principal.com,,Salesforce
11164703,Inactive Investor,William Bickel,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",bill.bickel@nm.com,,Salesforce
11165666,Inactive Investor,Jeffrey Desich,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",,,Salesforce
10961978,Inactive Investor,McKenna Masters,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
10966683,Inactive Investor,Harry Zhang,Registered Client Associate,UBS Financial Services Inc. San Francisco CA 555 California St,harry.zhang@ubs.com,,Salesforce
145065,,Kara Lilian,Chief Compliance Officer,"Select Investment Solutions, Llc",klilian@lynxinvestment.com,202-833-3700,Manual List Upload
10843846,Inactive Investor,Daniel Burns,Chief Compliance Officer;Chief Financial Officer,"Battery Global Advisors, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11181438,Inactive Investor,Darrick Hoover,,NYLIFE Securities LLC Wichita KS 245 N Waco St,,,Salesforce
11105564,Inactive Investor,Jeffrey Sprague,,"Cambridge Investment Research, Inc. Montgomery AL 8310 Crossland Loop",,,Salesforce
10859274,Inactive Investor,Eddie Patton-Gooch,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",eddie.patton-gooch@truist.com,,Salesforce
373465,,Mohamed Shafik,,[Unknown],mosafik@gmail.com,,source
10800591,Inactive Investor,Matthew Morehead,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,matthew.morehead@ubs.com,,Salesforce
11172400,Inactive Investor,Lina Diaz Luna,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,lina.diaz-luna@jpmorgan.com,,Salesforce
11191108,Inactive Investor,Scott Miller,,"Raymond James Financial Services, Inc. Rocky Hill CT 1901 Silas Deane Hwy",,,Salesforce
10870524,Inactive Investor,Eric Dye,Financial Advisor,Edward Jones Claremore OK 9382 E Hwy 20,eric.dye@edwardjones.com,,Salesforce
9608628,,Francisco Arturo,,,franarturo@gmail.com,,List import
11175567,Inactive Investor,Bryson Roof,Financial Advisor,"Fort Pitt Capital Group, LLC Harrisburg PA 507 N Front St",broof@fortpittcapital.com,,Salesforce
11033168,Inactive Investor,Elizabeth Carey,Private Wealth Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",liza.carey@ml.com,,Salesforce
349229,,David Kirr,Member,"Kirr, Marbach & Company, Llc",david@kirrmar.com,812-376-9444,Manual List Upload
9574485,,Justin Shu,,,justinshu99@gmail.com,,List import
11072661,Inactive Investor,Rebekah Hargroder,Registered Associate,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,rebekah.hargroder@ms.com,,Salesforce
96247,,Alan Weschler,,Private,alanweschler@gmail.com,56974302971,
223209,,Mo Badlani,Director - Institutional Sales,SS&C,mohitbad@gmail.com,,
11190249,Inactive Investor,Jose Balmaceda,Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11091518,Inactive Investor,Dallas Keeney,,"Raymond James & Associates, Inc.",dallas.keeney@raymondjames.com,,Salesforce
10933952,Inactive Investor,Danny Senn,,"Osaic Wealth, Inc. Jamestown NY 120 W 3rd St",,,Salesforce
10535781,,DEBRA REDLICH,,,deb.redlich@yahoo.com,,Web Form Fillout
9613810,,Fu Fu,,,jufu@jzfu.com,,List import
9616293,,Peter Bjelopetrovich,,,peter.bjelopetrovich@innovativeportfolios.com,,List import
9589238,,William White,,,wilwhite08742@gmail.com,,List import
6063438,,Daniel Leonhardt,,,yefitheworld@gmail.com,,Web Form Fillout
3575106,,Jonathan Homol,,,jonathan.homol@gmail.com,,Web Form Fillout
10939205,Inactive Investor,Grady West,,"Wells Fargo Advisors Financial Network, LLC Houston TX 2700 Post Oak Blvd",,,Salesforce
11098993,Inactive Investor,Jennifer Kukis,Financial Advisor,Edward Jones Davis CA 503 4th St,jen.kukis@edwardjones.com,,Salesforce
10892140,Inactive Investor,Emanuel Roa,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,emanuel.roa@fmr.com,,Salesforce
9551209,,Peter Roy,,,proy@argentcapital.com,,List import
11127242,Inactive Investor,Michael Mullane,,LPL Financial LLC,michael.mullane@lplfinancial.com,,Salesforce
11183283,Inactive Investor,Francis Leidinger,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",,,Salesforce
10941310,Inactive Investor,Robert Caliri,,"MML Investors Services, LLC Warwick RI 301 Metro Center Blvd",,,Salesforce
10985347,Inactive Investor,Joshua Crawford,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,joshua.crawford@primerica.com,,Salesforce
11058745,Inactive Investor,Amir Mossanen,,"Truist Investment Services, Inc. Beverly Hills CA 9777 Wilshire Blvd",amir.mossanen@truist.com,,Salesforce
11233895,Inactive Investor,Carlos Miranda,,"Allstate Financial Services, LLC Estero FL 23190 Fashion Dr",,,Salesforce
11154235,Inactive Investor,Randy Malloy,Financial Planning Consultant,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,randy.malloy@lpl.com,,Salesforce
10918619,Inactive Investor,Michael Flynn,Financial Advisor,Edward Jones Caldwell NJ 697 Bloomfield Ave,,,Salesforce
11121024,Inactive Investor,Silas Deoliveira,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading MA 20 Walkers Brook Dr",silas.deoliveira@ml.com,,Salesforce
207667,,Laura Ruiz,"Compliance Manager, Director, Director - Investment Services, Principal, Regulatory Contact",Widmann Financial Services,laura.r@widmannfinancial.com,301-262-2919,
11205760,Inactive Investor,Elaine Kraft,,LPL Financial LLC San Diego CA 4707 Executive Dr,ekraft@htk.com,,Salesforce
9579647,,Mark Paganelli,,,mpeganelli@rfgassociates.com,,List import
10954906,Inactive Investor,Christopher Williamson,,"MML Investors Services, LLC Charleston SC 2265 Clements Ferry Rd",mwilliamson@financialguide.com,,Salesforce
343171,,Lindsay Greenfield,"Director, President, & Treasurer","Opus Investment Management, Inc.",lgreenfield@opusinvestment.com,508-855-6689,Manual List Upload
10958827,Inactive Investor,Raymond Kratz,,"Allstate Financial Services, LLC Woodbury NJ 1692 Clements Bridge Rd",raymondkratz@allstate.com,,Salesforce
237168,, -,,[[Unknown]],pedro.corrado@yahoo.com,,
6855774,,Daa Lyy,,,pikaxag342@ngopy.com,,Web Form Fillout
11137923,Inactive Investor,Richard DuVal,Managing Director,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,rduval@rwbaird.com,,Salesforce
10759152,Inactive Investor,William Hair,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",hairwe@bernstein.com,,Salesforce
9541694,,Lloyd Khaner,,,khaner.capital@khanercapital.com,,List import
9600264,,Paula Rizzo,,,prizzo@investstrategic.com,,List import
11260338,Inactive Investor,Traver Davis,,Citigroup Global Markets Inc.,,,Salesforce
11086330,Inactive Investor,Phillip Montgomery,Financial Advisor,Edward Jones Covington GA 1112 Monticello St SW,joey.montgomery@edwardjones.com,,Salesforce
10866100,Inactive Investor,Travis Scribner,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,travis_scribner@glic.com,,Salesforce
11052753,Inactive Investor,David Boak,Financial Advisor,"Wiss Private Client Advisors, LLC",david.boak@wiss.com,,Salesforce
11122145,Inactive Investor,Connor Cummings,Financial Advisor,Edward Jones Arlington WA 104 S Olympic Ave,connor.cummings@edwardjones.com,,Salesforce
10935313,Inactive Investor,Gerald Nelson,Financial Representative,"Principal Securities, Inc. Oakland TN Private Residence",nelson.gerald@principal.com,,Salesforce
9630759,,Pankaj Arora,,,arorapankkaaj@gmail.com,,List import
10860548,Inactive Investor,Noelle Milestone,Business Accountability Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",noelle.c.winston@wellsfargo.com,,Salesforce
10925140,Inactive Investor,Dylan Mcgaha,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11179120,Inactive Investor,Ashley King,Associate,Edward Jones Tillamook OR 2015 10th St,,,Salesforce
11212789,Inactive Investor,David Tieu,Private Banker,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,david.t.tieu@jpmorgan.com,,Salesforce
11203166,Inactive Investor,William Smith,Wealth Planning Advisor,Integrated Wealth Concepts LLC Fairfax VA 4000 Legato Rd,,,Salesforce
10862098,Inactive Investor,Brian Guptill,Financial Advisor,Morgan Stanley Coral Springs FL 2825 N University Dr,brian.guptill@morganstanley.com,,Salesforce
9573919,,Renato Celebrone,,,renato.celebrone@terra.com.br,,List import
10951972,Inactive Investor,Cassandra Beran,Financial Professional,"Pruco Securities, LLC. Eau Claire WI 3311 Golf Rd",cassandra.eaton@prudential.com,,Salesforce
10896283,Inactive Investor,Darrien Deese,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,darrien.deese@jpmorgan.com,,Salesforce
10838238,Inactive Investor,Randall Williams,,LPL Financial LLC Henderson NV Private Residence,randy.williams@lpl.com,,Salesforce
11204941,Inactive Investor,Brennon Distefano Mercier,,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
11100688,Inactive Investor,Forest Busby,,"Raymond James Financial Services, Inc. Tomball TX 25410 Kuykendahl Rd",forest.busby@raymondjames.com,,Salesforce
11056116,Inactive Investor,Abel Serratos,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,abel.serratos@edwardjones.com,,Salesforce
11261051,Inactive Investor,Kyle Otis,Associate Financial Consultant,"Greenway Financial, LLC",kyle@investingreenway.com,,Salesforce
10967452,Inactive Investor,Duncan McPhee,,Fidelity Brokerage Services LLC El Segundo CA 2009 Park Pl,duncan.mcphee@fmr.com,,Salesforce
11205307,Inactive Investor,Aria Smith,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",aria.smith@ml.com,,Salesforce
10950185,Inactive Investor,William Ludwick,,"WestPark Capital, Inc.",wludwick@wpcapital.com,,Salesforce
10645726,,Jeffrey Corum,,,jcorum@lincolninternational.com,,List Import
10801378,Inactive Investor,Charles Holland,,"Empower Financial Services, Inc",charles.holland@gwrs.com,,Salesforce
11159898,Inactive Investor,Marc Neighbor,Financial Advisor,Convergence Financial Overland Park KS 10975 Benson Dr,marc.neighbor@convergence-financial.com,,Salesforce
11028994,Inactive Investor,Gary Birr,,"Equitable Advisors, LLC De Pere WI 340 N Wisconsin St",gary.birr@equitable.com,,Salesforce
10882801,Inactive Investor,David Thomas,,LPL Financial LLC Palmetto FL Private Residence,,,Salesforce
11148577,Inactive Investor,Ryan Grashow,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",ryan.grashow@wellsfargoadvisors.com,,Salesforce
10853593,Inactive Investor,Anju Sharma,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,anju_sharma@glic.com,,Salesforce
10805206,Inactive Investor,Steven Schwimmer,Financial Advisor;Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,steven.schwimmer@morganstanley.com,,Salesforce
11185831,Inactive Investor,Danielle Mrozek,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
232322,,Tony shall -,,Tony shall [[Unknown]],tshall33@comcast.net,,Direct
10935465,Inactive Investor,Dominic Zmarlicki,Registered Client Associate,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",,,Salesforce
51543,,Jeffrey Littrell,Financial Advisor,"TBH Advisors, LLC",jeff@tbhadvisors.com,615-690-4820,
9568505,,Hector Shibata,,,hectorsh@hotmail.com,,List import
10940596,Inactive Investor,Armando Garofalo,Financial Advisor,LPL Financial LLC Fairfield NJ 271 US Hwy 46,armando.garofalo@lpl.com,,Salesforce
10909143,Inactive Investor,Robert Railsback,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,rob.railsback.dyqv@statefarm.com,,Salesforce
11031083,Inactive Investor,Douglas Burford,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,douglas.burford@fidelity.com,,Salesforce
11201775,Inactive Investor,Robert White,Financial Advisor,LPL Financial LLC Kingwood TX 3427 Rivers Edge Trl,robert.white@lpl.com,,Salesforce
9560953,,Michael Dow,,,mdow@beaconpointe.com,,List import
10991666,Inactive Investor,Jerry Diaz,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
42688,,Scott Turnbull,,United Kingdom,scott.m.turnbull@protonmail.com,,source
11051704,Inactive Investor,Sara Cetron,,Morgan Stanley,sara.cetron@morganstanley.com,,Salesforce
6889146,,Terrance C Keel Terrance C Keel,,,japin46717@v2ssr.com,,Web Form Fillout
11052551,Inactive Investor,Brian Dohmen,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,bdohmen@primerica.com,,Salesforce
10980574,Inactive Investor,Quinn Wright,,"Osaic Wealth, Inc. Bloomfield Hills MI 33 Bloomfield Hills Pkwy",,,Salesforce
11160907,Inactive Investor,William Horn,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",william.a.horn@bofa.com,,Salesforce
11054549,Inactive Investor,Phillip Elder,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9605685,,Sharon Reese,,,sreese@snowdenlane.com,,List import
9563006,,Matthew Argetsinger,,,matthew.argetsinger@fidelity.com,,List import
10827980,Inactive Investor,Richard Fabiani,Financial Advisor,LPL Financial LLC Gainesville FL Private Residence,rick.fabiani@lpl.com,,Salesforce
371259,,Josselin Ruiz,,[Unknown],josselin.ruiz@a-c-f.fr,,Salesforce
7060001,,Edward Smith,,,vayimah758@maazios.com,,Web Form Fillout
10754588,Inactive Investor,Ana Mirandes,Financial Advisor,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,ana.mirandes@morganstanley.com,,Salesforce
10811138,Inactive Investor,Pamela Kendall Rijos,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,pamela.kendallrijos@gs.com,,Salesforce
10878658,Inactive Investor,Francis Beaudet,,"Osaic Wealth, Inc.",,,Salesforce
11057687,Inactive Investor,Jacqueline Coyne,,Vanguard Marketing Corporation,jacqueline_coyne@vanguard.com,,Salesforce
11001247,Inactive Investor,Noah Sosa,,"Osaic FS, Inc. Folsom CA 13405 Folsom Blvd",,,Salesforce
11148697,Inactive Investor,Eugene Mori,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",,,Salesforce
10957238,Inactive Investor,Jose Munoz,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Harwood Heights IL 8422 W Lawrence Ave",jose.a.munoz@ml.com,,Salesforce
10769753,Inactive Investor,Patrick Lynn,Vice President,PlanMember Securities Corporation,plynn@planmembersec.com,,Salesforce
11137104,Inactive Investor,Thomas Tousignant,,"Osaic Wealth, Inc. Wheatland WY Private Residence",,,Salesforce
11204137,Inactive Investor,Jack Oujo,,"Avantax Investment Services, Inc. Belmar NJ 1540 State Rte 138",,,Salesforce
202398,,Christopher Goergen,Senior Portfolio Manager,Allstate Investments LLC,cgoergen@allstate.com,1-847-402-3095,Database Upload
219355,,Jack O,,[Unknown],jackoko25@gmail.com,,
11088929,Inactive Investor,Mark Easley,Chief Executive Officer;Co-Founder;Limited Partner;Managing Partner;Partner,"E & G Advisors, LP",mark.easley@eandgadvisors.com,,Salesforce
10879342,Inactive Investor,Sophie Abrams,,UBS Financial Services Inc. Sherman Oaks CA 15260 Ventura Blvd,sophie.abrams@ubs.com,,Salesforce
11020296,Inactive Investor,Guy Green,,NYLIFE Securities LLC Corsicana TX Private Residence,gkgreen@ft.newyorklife.com,,Salesforce
9563881,,Sam Nash,,,snash@primerica.com,,List import
11207488,Inactive Investor,Joaquin Barrios,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",,,Salesforce
11092177,Inactive Investor,Michael Cooler,Financial Advisor;Financial Planning Specialist,Morgan Stanley Hilton Head Island SC 600 Main St,alex.cooler@morganstanley.com,,Salesforce
10910382,Inactive Investor,Thomas Levy,Wealth Management Advisor,"Good Life Advisors, LLC Denver PA 6 Jason Ave",thomas.levy@goodlifefa.com,,Salesforce
11132033,Inactive Investor,Houston Scott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",houston.scott@ml.com,,Salesforce
10772346,Inactive Investor,Gaylon Langford,Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",chace.langford@ml.com,,Salesforce
10951969,Inactive Investor,Andrew Jackson,Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",andrew.jackson@wellsfargoadvisors.com,,Salesforce
10987474,Inactive Investor,Jared Metzger,,MWA Financial Services Inc. Sapulpa OK Private Residence,jared.b.metzger@mwarep.org,,Salesforce
10647317,,Eva Green,,,eva.green@tfaconnect.com,,List Import
10884494,Inactive Investor,Andrew Zanowski,Financial Advisor,LPL Financial LLC Mexico MO 201 E Monroe St,andrew.zanowski@lpl.com,,Salesforce
11211638,Inactive Investor,Ryan Rollison,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10878305,Inactive Investor,Benjamin Dum,Senior Vice President;Wealth Advisor,River Wealth Advisors LLC,bdum@riverwealthadvisors.com,,Salesforce
10618560,,Frederick Fox,,,frederick_s_fox@ml.com,,List Import
10866891,Inactive Investor,Christian Miller,,"FBL Marketing Services, LLC Thompson IA 106 Adams St",christian.miller@fbfs.com,,Salesforce
10509848,,Adam Moldof,"Sr. Advisor, Partner",Gardens Wealth Management,adam.moldof@wfafinet.com,,List Import
10872241,Inactive Investor,Ryoichi Tsuchiya,Investment Manager,"Generations Wealth, LLC",,,Salesforce
159835,,Shailesh Baranwal,,[Unknown],shaileshbaranwal506@gmail.com,,Paid Social
11081918,Inactive Investor,Marygrace Rich,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,marygrace.rich@primerica.com,,Salesforce
10951043,Inactive Investor,Mickey Dubberly,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",mickey.dubberly@equitable.com,,Salesforce
10775483,Inactive Investor,Ryan Kunkler,,Morgan Stanley Sandy UT 200 W Civic Center Dr,ryan.kunkler@morganstanley.com,,Salesforce
10892214,Inactive Investor,James Clark,,State Farm VP Management Corp. Norfolk VA 1507 E Bayview Blvd,jim.clark.svwc@statefarm.com,,Salesforce
10825605,Inactive Investor,James Goetz,,"Churchill Financial, LLC",jgoetz@churchillfinancial.com,,Salesforce
10769144,Inactive Investor,Andre Janasik,,Cape Securities Inc.,amjanasik@capesecurities.com,,Salesforce
9574663,,James Friery,,,james.friery@securitiesamerica.com,,List import
333321,,John Wallace,,Eton Advisors,john.wallace@etonadvisors.com,,Manual List Upload
10658044,,Maria Kovass,,,mkovass@wintrustwealth.com,,List Import
10856643,Inactive Investor,Omar Baksh,,"Garden State Securities, Inc.",obaksh@gardenstatesecurities.com,,Salesforce
10611367,,Steven Nussbaum,"Managing Director, Wealth Management Advisor",,steven_nussbaum@ml.com,,List Import
10842564,Inactive Investor,Alfredo Dipinto,,"Kestra Investment Services, LLC Clinton NC 101 Wall St",,,Salesforce
11029485,Inactive Investor,Joseph Occhino,,J.P. Morgan Securities LLC Venice FL 12100 Mercado Dr,joseph.occhino@chase.com,,Salesforce
10884486,Inactive Investor,Keaton Uresti,Financial Advisor,Edward Jones Kingwood TX 12 N Main St,keaton.uresti@edwardjones.com,,Salesforce
10844797,Inactive Investor,Robert Allan,Principal,Johnson & White Wealth Management LLC,rallan@johnsonandwhite.com,,Salesforce
340522,,Shannon Contreras,"Vice President, Treasurer, And Managing Director",Jensen Investment Management Inc.,scontreras@jenseninvestment.com,503-726-4384,Manual List Upload
11004492,Inactive Investor,Christina Kolb,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11187418,Inactive Investor,John Justice,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10771522,Inactive Investor,Douglas Wells,Chief Investment Officer;Managing Director;Member,"Wells Trecaso Financial Group, LLC",doug@wellstrecaso.com,,Salesforce
11039746,Inactive Investor,James Ruboyianes,First Vice President - Wealth Management,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,james.ruboyianes@ubs.com,,Salesforce
206255,,John Ptak,"L.l.c. Member, senior Research Analyst","Gofen And Glossberg, L.l.c.",jptak@gofen.com,1-312-832-1522,
9627690,,Bradley Gross,,,service@12squaredllc.com,,List import
10871100,Inactive Investor,Marcel Pelegrin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 3211 Grand Ave",marcel.pelegrin2@ml.com,,Salesforce
9637207,,Robert Hawley,,,rhawley@fftw.com,,List import
9595005,,David Pulliam,,,dave.a.pulliam@gmail.com,,List import
10854603,Inactive Investor,Angela Pinkerton,Executive Vice President;Financial Advisor,"Holland Advisory Services, Inc.",angel.pinkerton@hollandfinancial.com,,Salesforce
11035180,Inactive Investor,Doyle Denny,Financial Advisor,Edward Jones Broken Arrow OK 2259 N 9th St,doyle.denny@edwardjones.com,,Salesforce
10898802,Inactive Investor,Jeffrey Schwingler,Wealth Advisor,"Osaic Wealth, Inc. Minneapolis MN 7241 Ohms Ln",,,Salesforce
11147352,Inactive Investor,Marlin Gillespie,Financial Services Consultant,LPL Financial LLC Amityville NY 111 Merrick Rd,marlin.g.gillespie@lpl.com,,Salesforce
10835075,Inactive Investor,Stephen Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC Santee CA 9771 Mission Gorge Rd",stephen.a.thompson@wellsfargo.com,,Salesforce
11073673,Inactive Investor,Patricia Haley,,Morgan Stanley Indianapolis IN 800 E 96th St,patty.haley@morganstanley.com,,Salesforce
10522266,,Scott Quittem,,,scottrquittem@gmail.com,,Web Form Fillout
10617496,,Oliver Whybrow,,,oliver.whybrow@raymondjames.com,,List Import
11095836,Inactive Investor,Zachary Hilty,Chief Compliance Officer;Chief Executive Officer;Investment Advisor,Hilty Wealth Management LLC,,,Salesforce
10922356,Inactive Investor,Robert Rockwell,Wealth Manager,Plan Financial,rrockwell@planfinancial.com,,Salesforce
10891454,Inactive Investor,Nicole Ventura,Senior Advisor,"Raymond James & Associates, Inc. Bettendorf IA Private Residence",nicole.lopez@raymondjames.com,,Salesforce
11084015,Inactive Investor,Barbara Abundiz,,Horizon Wealth Management Los Angeles CA 1880 Century Park E,,,Salesforce
10789354,Inactive Investor,Kevin Richardson,Financial Advisor,LPL Financial LLC Monterey CA 9699 Blue Larkspur Ln,kevin.richardson@lpl.com,,Salesforce
11131821,Inactive Investor,Adam Cox,,"Avantax Investment Services, Inc. Damascus MD Private Residence",,,Salesforce
43473,,Mark Itnyre,,Frost Investment Services,mark.itnyre@frostbank.com,,
338412,,George Phelps,,[Unknown],gphelps@dhhill.com,,Event
10868069,Inactive Investor,Heather Albright,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",,,Salesforce
368280,,Connie Hill,Other,,conniehill10@icloud.com,8019184770,Webinar
10612662,,William Tassey,Financial Advisor,,william.j.tassey@ampf.com,,List Import
10766751,Inactive Investor,Eric Schenk,Authorized Officer,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,eric.schenk@ubs.com,,Salesforce
346522,,Carl Tricoli,Managing Partner Of Denham Capital Management Lp,Denham Capital Management Lp,carl.tricoli@denhamcapital.com,617-531-7200,Manual List Upload
9624827,,Richard Chiesa,,,rchiesa@ticerie.com,,List import
11178623,Inactive Investor,Daniel Simon,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10992305,Inactive Investor,Nikita Evans,,"First Citizens Investor Services, Inc. Hendersonville NC 1700 Four Seasons Blvd",nikita.dickason@firstcitizens.com,,Salesforce
10790759,Inactive Investor,Brian Rossney,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",brian.rossney@wellsfargoadvisors.com,,Salesforce
10802938,Inactive Investor,Jeffrey Neeck,,Park Avenue Securities LLC Jericho NY 50 Jericho Quadrangle,jeffrey_neeck@glic.com,,Salesforce
9551495,,John Czajkowski,,,john.czajkowski@securitiesamerica.com,,List import
9614139,,jonathan han,,,hanjun0807@hotmail.com,,List import
11193412,Inactive Investor,Efren Bolisay,Chief Compliance Officer;Investment Advisor;Managing Member,"Sitrin Capital Management, LLC",efren@sitrincapital.com,,Salesforce
11196824,Inactive Investor,Martin Yokosawa,,"Landolt Securities, Inc. Naperville IL Private Residence",,,Salesforce
11160805,Inactive Investor,Alexander Carver,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,alexander.carver@ubs.com,,Salesforce
10994201,Inactive Investor,Whitney Redler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9415822,,Bob Mylod,,Annox Capital LLC,rmylod@annoxcapital.com,,List Import
9599299,,Nancy Mei,,,lmei1414@gmail.com,,List import
11058261,Inactive Investor,Kyle Rutledge,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
96324,,Rod Irwin,,irwin2222@gmail.com,irwin2222@gmail.com,14352292171,
9572916,,Jo Desmarteau,,,joann.desmarteau@citizenssecurities.com,,List import
11211983,Inactive Investor,Madeline Patterson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11255021,Inactive Investor,Nicole' Keane,Director - Client Relations;Senior Wealth Advisor,"Dakota Wealth, LLC Brighton MA 300 Washington St",nkeane@dakotawm.com,,Salesforce
9624161,,zhong ye,,,yz20141013@gmail.com,,List import
10797475,Inactive Investor,Brian Lake,Financial Advisor,"Ameriprise Financial Services, LLC Canton OH 4481 Munson St NW",brian.c.lake@ampf.com,,Salesforce
207560,,Scott Lissansky,Financial Services Representative,"MML Investors Services, LLC",slissansky@financialguide.com,856-802-0980,News & Research
9554555,,Timothy Mark,,,marktimothyc@gmail.com,,List import
11085414,Inactive Investor,Michael Kresl,,"Packerland Brokerage Services, Inc. Howard WI Private Residence",michael_kresl@packerlandbrokerage.com,,Salesforce
10993426,Inactive Investor,Eli Cabral,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10869415,Inactive Investor,Ryder Jensen,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,ryder.jensen@fidelity.com,,Salesforce
11061573,Inactive Investor,Thomas Wentling,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Sewickley PA 2100 Georgetown Dr,thomas.wentling@morganstanley.com,,Salesforce
241781,,Sunny Lu,"Vice President, Marketing",Grayscale Investments LLC,seres@grayscale.com,7186668980,Event
9569086,,John Cina,,,jcina@dfanys.com,,List import
10917308,Inactive Investor,Lacy Gulley,,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",lacy.gulley@nm.com,,Salesforce
11173628,Inactive Investor,Randolph Tate,Financial Advisor,"Ameriprise Financial Services, LLC Richmond VA 7500 Boulder View Dr",randolph.tate@ampf.com,,Salesforce
10897684,Inactive Investor,Trevor Arnold,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10979705,Inactive Investor,Frani Feit,Senior Wealth Advisor,"Advisors Capital Management, LLC",frani.feit@advisorscenter.com,,Salesforce
10792622,Inactive Investor,Gregory Hunter,,Cetera Advisors LLC Mountain Home AR 115 S College St,,,Salesforce
10988739,Inactive Investor,Edward Martinez,,"Farmers Financial Solutions, LLC Clovis CA 1250 Sunnyside Ave",,,Salesforce
10862345,Inactive Investor,Michael Calafati,,NYLIFE Securities LLC Harleysville PA Private Residence,mcalafati@ft.newyorklife.com,,Salesforce
11095033,Inactive Investor,Jade Rossback,,"Wealthspan Investment Management, LLC Grand Rapids MI 4981 Cascade Rd",jade@wealthspanadvisors.com,,Salesforce
10764291,Inactive Investor,Gary Mangelsdorf,Financial Consultant,Western Wealth Management LLC Denver CO 12265 Bayaud Ave,,,Salesforce
10612296,,Cristina Curiale,Financial Advisor,,cristina.curiale@raymondjames.com,,List Import
340085,,Brock Eson,,Wells Fargo Advisors,brock.eson@wellsfargoadvisors.com,205-933-0871,Database Upload
11231429,Inactive Investor,Steven Sabol,Division Client Relationship Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",steven_sabol@ml.com,,Salesforce
9793007,,Epharim Lugo,,,tee1052@yahoo.com,,Web Form Fillout
230216,, -,,[[Unknown]],daniellemjob@gmail.com,,
10695947,,Tony DeMarino,,Commerce Investment Advisors,tony.demarino@commercebank.com,,List Import
10907468,Inactive Investor,Christopher Whitley,Financial Advisor,"Johnson Sterling, Inc.",,,Salesforce
11163220,Inactive Investor,Randal Brotherhood,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,abrotherhood@rwbaird.com,,Salesforce
11052333,Inactive Investor,Djenafra Daveiga,,J.P. Morgan Securities LLC Dorchester MA 594 Columbia Rd,djenafra.daveiga@chase.com,,Salesforce
11031084,Inactive Investor,Jason Moore,,"Strategic Wealth Investment Group, LLC Atlanta GA 1100 Abernathy Rd",jmoore@swdgroup.com,,Salesforce
11127250,Inactive Investor,Wanda Brewster-Harris,,UBS Financial Services Inc. Alpharetta GA 12600 Deerfield Pkwy,,,Salesforce
11028514,Inactive Investor,Vanessa Dozier,Investment Specialist,"Ameriprise Financial Services, LLC Lake Oswego OR 334 3rd St",vanessa.dozier@ampf.com,,Salesforce
11085326,Inactive Investor,Charles Edwards,Financial Advisor,"Wells Fargo Clearing Services, LLC The Villages FL 1894 Laurel Manor Dr",charles.edwards@wellsfargoadvisors.com,,Salesforce
9562470,,thegallery2004@yahoo.com Steiner,,,thegallery2004@yahoo.com,,List import
11094426,Inactive Investor,Kaili Enger,Financial Advisor,Edward Jones Hastings MN 919 Vermillion St,kaili.enger@edwardjones.com,,Salesforce
10644579,,Alexis Vilimas,,,alexis.vilimas@ftnfinancial.com,,List Import
9643114,,Diego Carrea,,,diego.carrea87@gmail.com,,List import
11129410,Inactive Investor,Robert Arth,Financial Advisor;Senior Vice President,Morgan Stanley Davenport IA 4300 E 53rd St,robert.arth@morganstanley.com,,Salesforce
11228581,Inactive Investor,Yuhsin Tseng,,J.P. Morgan Securities LLC Fremont CA 39395 Paseo Padre Pkwy,,,Salesforce
10897788,Inactive Investor,Brett Hendricksen,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",brett.hendricksen@tiaa.org,,Salesforce
10617300,,Casey Adams,,,casey.adams@ampf.com,,List Import
11130167,Inactive Investor,Karen Caporaso,,Commonwealth Financial Network Irvine CA 20 Corporate Park,kcaporaso@commonwealth.com,,Salesforce
9567152,,Anthony Dipietro,,,adipietro@voyafa.com,,List import
10936898,Inactive Investor,Maria Valdovinos,,PFS Investments Inc. Modesto CA 101 College Ave,mariatchavez@primerica.com,,Salesforce
11167257,Inactive Investor,Valerie McWilliams,,Thornburg Securities Corporation,vmcwilliams@thornburg.com,,Salesforce
11136016,Inactive Investor,Kimberlie Karasewicz,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,kkarasewicz@pksinvest.com,,Salesforce
11260179,Inactive Investor,Sean Tomko,Financial Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",sean.tomko@nm.com,,Salesforce
9625053,,Dave Wilson,,,investa08@hotmail.com,,List import
10765778,Inactive Investor,Paul Box,Financial Advisor,Edward Jones Waxahachie TX 109 W Marvin Ave,paul.box@edwardjones.com,,Salesforce
10777448,Inactive Investor,Mande Pignataro,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",mande.pignataro@ml.com,,Salesforce
11039662,Inactive Investor,Joseph Salamo,,"Avantax Investment Services, Inc. New York NY 555 5th Ave",,,Salesforce
11205911,Inactive Investor,Sangeet Dharamsey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10999607,Inactive Investor,Debra Mcgrail,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,drmcgrail@ft.newyorklife.com,,Salesforce
11127208,Inactive Investor,Hannah Law,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",hannah.law@ml.com,,Salesforce
341355,,Chen Wu,Portfolio Manager,Bin Yuan Capital Limited,chen.wu@binyuancapital.com, -779473,Manual List Upload
230557,, -,,[[Unknown]],prejeanchris@gmail.com,,Organic Search
11207751,Inactive Investor,Michael Dietrich,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,michael.dietrich@ubs.com,,Salesforce
11071689,Inactive Investor,John Gomez,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",jgomez@wpcapital.com,,Salesforce
9711817,,Arthur Gaona,,,gaonaarthur1@gmail.com,,Web Form Fillout
11133264,Inactive Investor,Andrea Weiss,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",andrea.paul@ustrust.com,,Salesforce
11120857,Inactive Investor,Richard Olszewski,Financial Advisor,Edward Jones Gibsonia PA 5548 William Flynn Hwy,richard.olszewski@edwardjones.com,,Salesforce
10939582,Inactive Investor,John Hansen,,LPL Financial LLC Highland IN 2845 45th St,john.p.hansen@lpl.com,,Salesforce
10799954,Inactive Investor,Richard Hicks,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",richard.hicksiii@ml.com,,Salesforce
9619500,,William James Urmatam,,,wju.trader@gmail.com,,List import
10949644,Inactive Investor,Taylor Brinkerhoff,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
239984,,Brian Hoffman,,Gladstone Wealth Partners?,brian.hoffman@gladstonewealth.com,,Database Upload
11198374,Inactive Investor,Andre Jeanty,,PFS Investments Inc. Pompano Beach FL 2101 NW 33rd St,andre.jeanty@primerica.com,,Salesforce
10844540,Inactive Investor,Claudine Moscardelli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield IL 611 E Monroe St",claudine_moscardelli@ml.com,,Salesforce
11046559,Inactive Investor,Anna Pera,,Key Investment Services LLC,anne_m_pera@keybank.com,,Salesforce
11124384,Inactive Investor,Craig Cooper,Financial Advisor,LPL Financial LLC Bellingham WA 1609 12th St,craig.cooper@lpl.com,,Salesforce
236040,, -,,[[Unknown]],viettung1411@gmail.com,,Organic Search
9588670,,Elizabeth Desmond,,,elizabeth.desmond@mondrian.com,,List import
10757082,Inactive Investor,Carter Bass,Financial Advisor;First Vice President;Workplace Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,carter.bass@morganstanley.com,,Salesforce
10995533,Inactive Investor,Amanda Alvarado,,LPL Financial LLC Laporte IN 1100 Boyd Blvd,amanda.alvarado@lpl.com,,Salesforce
11061797,Inactive Investor,Adam Grantham,Financial Advisor,LPL Financial LLC Osseo MN 11290 86th Ave N,adam.grantham@lpl.com,,Salesforce
334693,,Eric Soderlund,"Managing Member, Managing Partner, Portfolio Manager, Regulatory Contact","Corre Partners Management, LLC",eric@correpartners.com,646-863-7151,Manual List Upload
10839110,Inactive Investor,Jason Duguay,,"Flagship Harbor Advisors, LLC Medway MA 165 Main St",jason.duguay@flagshipharbor.com,,Salesforce
10910274,Inactive Investor,William Fondren,Financial Advisor,Edward Jones Angleton TX 4005 Technology Rd,bill.fondren@edwardjones.com,,Salesforce
10935026,Inactive Investor,Chimenem Amadi,,"Voya Financial Advisors, Inc. Potomac MD 1515 Allview Dr",camadi@voyafa.com,,Salesforce
11087525,Inactive Investor,Robert Burns,Vice President - Consulting Services,"Raymond James & Associates, Inc.",robert.burns@raymondjames.com,,Salesforce
10967236,Inactive Investor,Nelson Perez,,Fidelity Brokerage Services LLC,,,Salesforce
10754653,Inactive Investor,Richard Butler,,L.M. Kohn & Company Braintree MA 150 Grossman Dr,,,Salesforce
10766830,Inactive Investor,Christopher Kuchmek,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",christopher.r.kuchmek@ml.com,,Salesforce
11112411,Inactive Investor,Jeremiah Miller,,"Principal Securities, Inc. Mankato MN 1400 Madison Ave",miller.jt@principal.com,,Salesforce
11067857,Inactive Investor,Jeffrey Shepard,Managing Director;Senior Advisor,Eastgate Capital Advisors LLC,mail@eastgateca.com,,Salesforce
167939,,A Wu,,[Unknown],helloangelawu@gmail.com,,
11048732,Inactive Investor,Dillon Farrell,Senior Advisor,Victory Financial Prosper TX 1605 Snowdrop Dr,,,Salesforce
10885504,Inactive Investor,Eric Abbe,,"U.S. Bancorp Advisors, LLC Woodland Hills CA 5855 Topanga Canyon Blvd",eric.abbe@uboc.com,,Salesforce
11130086,Inactive Investor,Steven Conkin,Financial Advisor;Owner;President,"Conkin Financial Group, Inc.",steve.conkin@conkinfinancial.com,,Salesforce
11024733,Inactive Investor,Heather Saunders,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 209 S Howard Ave",heather.williams@ampf.com,,Salesforce
10783541,Inactive Investor,Dennis Hearst,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,dennis.j.hearst@jpmorgan.com,,Salesforce
9562251,,Alan Grobert,,,agrobert@rseelaus.com,,List import
9573606,,Cesar Sanchez,,,cesarsanchez1936@hotmail.com,,List import
10949042,Inactive Investor,Matthew Kaplan,Managing Director,Neuberger Berman BD LLC,matthew.kaplan@nb.com,,Salesforce
45096,,Scott Troilo,Financial Advisor,PNC Investments,scott.troilo@pnc.com,215-517-6251,
10889383,Inactive Investor,Peter Manuselis,,Citigroup Global Markets Inc.,,,Salesforce
10895019,Inactive Investor,Todd Greenberg,Chief Compliance Officer;Founder;President;Principal,"Lowell Road Asset Management, Inc.",tgreenberg@lowellroad.com,,Salesforce
10863563,Inactive Investor,William Burton,,"Principal Securities, Inc.",burton.kevin@principal.com,,Salesforce
11125533,Inactive Investor,Paul Nylen,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",paul_nylen@ml.com,,Salesforce
10611951,,Darrell Marques,Financial Advisor,,dmarques@htk.com,,List Import
10801597,Inactive Investor,Mark Karpfinger,Private Wealth Advisor,"Ameriprise Financial Services, LLC Brookfield WI 175 N Patrick Blvd",mark.a.karpfinger@ampf.com,,Salesforce
11231477,Inactive Investor,Michael Martin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
9562719,,Diego Truffa,,,diego.truffa@ypf.com,,List import
10658199,,Carlos Correa,,,ccorrea@farmersagent.com,,List Import
10944168,Inactive Investor,Brian Rambo,,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
10489135,,Bradley Willis,"Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",brad.willis@ml.com,,List Import
11200899,Inactive Investor,Anna Anderson,,"Osaic Wealth, Inc. Redlands CA 1177 Idaho St",,,Salesforce
9592480,,Mark Medico,,,markjmedico@gmail.com,,List import
10849683,Inactive Investor,Benjamin Brown,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Barrington IL 303 E Main St,ben.d.brown@ubs.com,,Salesforce
10419374,,Sahavag Kumar,,,vk3004639@gmail.com,,Web form fillout
10795067,Inactive Investor,David Harris,First Vice President,"Stifel, Nicolaus & Company, Incorporated Grosse Pointe MI 17000 Kercheval Ave",,,Salesforce
9560891,,Steven Sims,,,steven.sims@fidelity.com,,List import
11055792,Inactive Investor,Hersh Bogner,,"HighTower Securities, LLC New York NY 300 Madison Ave",hbogner@hightoweradvisors.com,,Salesforce
9631889,,Zahid Ali,,,z_ali1@hotmail.co.uk,,List import
10896234,Inactive Investor,Mark Jones,Financial Consultant;Premier Banker,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",mark.e.jones@wellsfargoadvisors.com,,Salesforce
10931888,Inactive Investor,Joshua Mendelson,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10774921,Inactive Investor,Brianna Batien Zobel,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",brianna.batienzobel@wellsfargoadvisors.com,,Salesforce
11074725,Inactive Investor,Kristina Hunt-Shidler,Financial Advisor,Edward Jones Monticello IN 902 N 6th St,kristy.hunt-shidler@edwardjones.com,,Salesforce
10935852,Inactive Investor,Brian Garnets,,"The Investment Center, Inc. Hauppauge NY 330 Motor Pkwy",,,Salesforce
10841693,Inactive Investor,James Foti,Financial Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,jfoti@glic.com,,Salesforce
222592,,Zach Britton,,[Unknown],brittonzachariah@gmail.com,,
10989107,Inactive Investor,Mikaela Smith,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
9583646,,Christina Roderick,,,croderick@redw.com,,List import
145107,,Robert Copeland,,"Stratos Wealth Partners, Ltd",rcopeland@stratoswealthpartners.com,(602) 977-5587,
11206820,Inactive Investor,Brett Mcmahon,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,bmcmahon03@ft.newyorklife.com,,Salesforce
11131141,Inactive Investor,Christine Shreeve,Authorized Officer;Team Administrator,UBS Financial Services Inc. Denver CO 205 Detroit St,christine.shreeve@ubs.com,,Salesforce
9590807,,Ira Mosberg,,,ira.mosberg@hudsonexecutive.com,,List import
10990543,Inactive Investor,Nathan Bergen,,"Wells Fargo Clearing Services, LLC Santa Monica CA 2940 Ocean Park Blvd",,,Salesforce
11113775,Inactive Investor,Eduardo Calvo,Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,eduardo.calvo@morganstanley.com,,Salesforce
9560682,,Alice Stroud Stroud,,,alice.stroud89@gmail.com,,List import
11117590,Inactive Investor,Denise Thomas,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,denise_thomas@vanguard.com,,Salesforce
10804231,Inactive Investor,Winfield Smathers,,"Raymond James Financial Services, Inc. Pittsburgh PA 600 Waterfront Dr",winfield.smathers@raymondjames.com,,Salesforce
11211956,Inactive Investor,Jeffrey Moore,Investment Executive,"Fifth Third Securities, Inc. Avon IN 10595 E US Hwy 36",jeffrey.moore@53.com,,Salesforce
9599209,,Ray Prospero,,,raymond.prospero@adviceperiod.com,,List import
11206945,Inactive Investor,Joycelyn Franklin,,PFS Investments Inc. Wichita KS 1999 N Amidon Ave,jfranklin@primerica.com,,Salesforce
9562449,,Alexander Weil,,,aweil@merriongroup.net,,List import
11221473,,Dao Nguyen,,,dao_nguyen@troweprice.com,,List Import
11086158,Inactive Investor,Andrew Geyer,,"Allstate Financial Services, LLC Zanesville OH 123 N Maysville Ave",andrewgeyer1@allstate.com,,Salesforce
9596802,,Zengling Zhang,,,151419983@qq.com,,List import
10488210,,Mark Duckworth,"Financial Advisor, Financial Wellness Director, First Vice President, Senior Portfolio Manager, Workplace Advisor, Workplace Adv",Morgan Stanley,mark.duckworth@morganstanley.com,,List Import
10906872,Inactive Investor,Grant Arita,Chief Compliance Officer;Investment Advisory Specialist,Shiraishi Financial Group Advisors,grant@shiraishifinancialgroup.com,,Salesforce
11196650,Inactive Investor,Fred Fox,,"Avantax Investment Services, Inc. Lawton OK Private Residence",fred.fox@myavantax.com,,Salesforce
11082175,Inactive Investor,Samara Spearman,,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,samaralovejones@primerica.com,,Salesforce
11207780,Inactive Investor,Adam Galaburda,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,adam.galaburda@ubs.com,,Salesforce
10870085,Inactive Investor,Ryan Chapin,Director;Shareholder,Sentinel Capital Solutions,rchapin@sentinelcapitalsolutions.com,,Salesforce
11213155,Inactive Investor,Adam Kazinec,,Cetera Advisor Networks LLC Atlanta GA 7 Piedmont Ctr NE,,,Salesforce
9588444,,Natasha Zamecnik,,,natizamecnik@gmail.com,,List import
9643225,,Jordan de Geus,,,jordandegeus@gmail.com,,List import
10762053,Inactive Investor,Adam Abramowitz,Director;Senior Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",adam_abramowitz@ml.com,,Salesforce
10892978,Inactive Investor,Steven Gower,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
219307,,Daniel Aulisio,,[Unknown],daniel_aulisio@mac.com,,
10896543,Inactive Investor,Bo Sun,,NI Advisors,bo.sun@niadvisorsinc.com,,Salesforce
9610291,,Jim Haynes,,,jimhaynes58@icloud.com,,List import
9616483,,Ken Vogel,,,scanny222000@yahoo.com,,List import
10959122,Inactive Investor,Paul Morgan,,J.P. Morgan Securities LLC Yuba City CA 1054 Harter Rd,paul.x.morgan@chase.com,,Salesforce
11132421,Inactive Investor,Jason Ramski,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,jason.ramski@gs.com,,Salesforce
348524,,Michael Roth,Passive Limited Partner Of Black Maple Capital Management Lp,Black Maple Capital Management Lp,mroth@blackmaplecapital.com,414-294-7777,Manual List Upload
11088400,Inactive Investor,Tamer Knaus,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,tknaus@ft.newyorklife.com,,Salesforce
9618601,,Peter Rudnick,,,prudnick@radcliffefunds.com,,List import
11099473,Inactive Investor,Charles Mackenzie,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",charles.e.mackenzie@wellsfargoadvisors.com,,Salesforce
10902190,Inactive Investor,Montgomery Gossen,Chief Operating Officer;Director - Financial Planning,"BCM Advisors, LLC",montgomery@billeaudcapital.com,,Salesforce
9581429,,Alex Blu,,,cheaplastic@gmail.com,,List import
10927070,Inactive Investor,Timothy Doll,,"Osaic Wealth, Inc. Keene NH 99 Main St",,,Salesforce
10938701,Inactive Investor,John Petrus,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,john.petrus@lpl.com,,Salesforce
11196829,Inactive Investor,Tina Chen,,"Globalink Securities, Inc. Fremont CA 3340 Walnut Ave",tina.chen@globalinkusa.com,,Salesforce
11184864,Inactive Investor,Michael Hearn,Founding Partner;Investment Officer,"Genesee Capital Advisors, LLC",michael.hearn@geneseeadvisors.com,,Salesforce
11105526,Inactive Investor,Mary Sutton,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,mary.sutton@primerica.com,,Salesforce
11138946,Inactive Investor,Brent Shea,,"Ameriprise Financial Services, LLC Wauseon OH 1493 N Shoop Ave",,,Salesforce
11117535,Inactive Investor,David Mazzini,Financial Advisor,Edward Jones Endicott NY 609 E Main St,dave.mazzini@edwardjones.com,,Salesforce
5067059,,Trevor Hiltner,,,crypto_trev88@icloud.com,,Web Form Fillout
11066225,Inactive Investor,Tammi Beres,,Purshe Kaplan Sterling Investments Columbus OH 580 N 4th St,tberes@pksinvest.com,,Salesforce
10979981,Inactive Investor,Phillip Gibson,Chief Compliance Officer;Chief Executive Officer,"BrightHaven Financial Advisors, LLC",,,Salesforce
11052782,Inactive Investor,Barry Welch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11062648,Inactive Investor,Renato Delgadillo,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,renatodelgadillo@statefarm.com,,Salesforce
11131855,Inactive Investor,Garrett Paul,,Emerson Equity LLC Sausalito CA 80 Liberty Ship Way,garrett@emersonequity.com,,Salesforce
347670,,Tina Purvis,Secretary,"Hollingsworth Avent Averre & Purvis, Pa",tpurvis@haacpa.com,919-848-4100,Manual List Upload
10484958,,Brian Neff,"Investment Advisor Representative, President","Fiduciary Wealth Management, LLC.",brian@fiduciarywealthmgmt.com,,List Import
10905295,Inactive Investor,Karen Geer,,"Transamerica Financial Advisors, Inc Norcross GA 1770 Indian Trail Lilburn Rd",karen.geer@tfaconnect.com,,Salesforce
11017290,Inactive Investor,Martin Piedrahita,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",martin.piedrahita@ml.com,,Salesforce
9586497,,Benjamin Nunn,,,benji@valuesfirst.com,,List import
10695765,,Dean Allen,,Xtrackers by DWS,dean.allen@dws.com,,List Import
71091,,Geoffry Juviler,Managing Director,Boston Financial Management Llc,geoffj@bfminvest.com,617-275-0308,Manual List Upload
11047406,Inactive Investor,Donna Able,Private Client Assistant,Janney Montgomery Scott LLC Columbia SC 1441 Main St,dable@janney.com,,Salesforce
11192215,Inactive Investor,Louis Iovannone,Executive Vice President,Malvern Capital Management,lou@malverncap.com,,Salesforce
9540770,,John Haskell,,,john@explorador.net,,List Import
11162264,Inactive Investor,Katharine Steffens,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
10930349,Inactive Investor,Charles Sears,,"Osaic Wealth, Inc. Worcester MA 67 Millbrook St",csears@osaicwealth.com,,Salesforce
10890452,Inactive Investor,William Prestage,Wealth Advisor,"Osaic Wealth, Inc. Gallatin TN 1531 Hunt Club Blvd",,,Salesforce
11188054,Inactive Investor,Hope Gerdes,,"Smith, Moore & Co. Jefferson City MO 2422 Hyde Park Rd",hgerdes@smithmoore.com,,Salesforce
11223185,,Thomas Jahncke,,,tjahncke@concordeis.com,,List Import
9645695,,Michael Bland,,,biggroupfinancial@outlook.com,,List import
236461,, -,,[[Unknown]],suzie1450fxdwg@gmail.com,,
11124546,Inactive Investor,Megan Tebay,Financial Associate,Thrivent Investment Management Inc. Exton PA 300 N Pottstown Pike,megan.tebay@thrivent.com,,Salesforce
9631818,,GEORGIAN PARVU,,,georgian.parvu@gmail.com,,List import
11004413,Inactive Investor,Angela Shaw,Team Leader,Edward Jones Bartlett TN Private Residence,,,Salesforce
11166771,Inactive Investor,Zaire Doss,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,zaire.doss@fmr.com,,Salesforce
9640570,,Trevor Graham,,,tgraham@tiff.org,,List import
11114035,Inactive Investor,Jeffrey Lewis,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
11014961,Inactive Investor,Emily Robertson,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10992218,Inactive Investor,Julie Dorceus,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,jdorceus@primerica.com,,Salesforce
10850789,Inactive Investor,Nathan Middel,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,nathan.middel@fidelity.com,,Salesforce
10816956,Inactive Investor,Russell Runck,Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo Lake MN 105 Main St N",russ.e.runck@ampf.com,,Salesforce
9576524,,Jay Finke,,,jay.finke@lfg.com,,List import
11040972,Inactive Investor,Cary Dover,Financial Advisor,Edward Jones Grand Prairie TX 2304 Bardin Rd,cary.dover@edwardjones.com,,Salesforce
11085169,Inactive Investor,Rachel Vergari,,NYLIFE Securities LLC Millstone NJ Private Residence,rvergari@eaglestrategies.com,,Salesforce
9548992,,Bruno Chima,,,bruno@chimaenterprise.com,,List import
10881964,Inactive Investor,Cheryl Lombardoni,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
248586,,Sven Zaga?a,Owner,SZ Consulting,sven.zagala@gmail.com,,Manual List Upload
9553296,,Zakaria Talhaouy,,,zdrofkatana@gmail.com,,List import
11158135,Inactive Investor,Shuo Li,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Brooklyn NY 100 7th Ave",shuo.s.li@schwab.com,,Salesforce
10819346,Inactive Investor,Joyce Thomas,,PNC Investments Cleveland OH 1900 E 9th St,joyce.thomas@pnc.com,,Salesforce
11000429,Inactive Investor,Terrence Judy,,"J.W. Cole Financial, Inc. White Oak PA 1967 Lincoln Way",,,Salesforce
10774439,Inactive Investor,Henry Gill,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",bain.gill@rbc.com,,Salesforce
347398,,Scott Wilkins,"SVP, Director of Compliance","Nbc Securities, Inc.",swilkins@nbcsecurities.com,800-521-9390,Manual List Upload
11111426,Inactive Investor,Nicole DiPiero,,"Charles Schwab & Co., Inc. Cranberry Township PA 2080 Mackenzie Way",,,Salesforce
11194133,Inactive Investor,Jason Nemeth,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,jasonnemeth@statefarm.com,,Salesforce
11045359,Inactive Investor,David Cuestas,,"Avantax Investment Services, Inc. Colleyville TX Private Residence",,,Salesforce
10974497,Inactive Investor,Arleen Shieh,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,arleen.shieh@primerica.com,,Salesforce
10944758,Inactive Investor,Robert Sutter,,"Osaic Wealth, Inc. Tuscaloosa AL 2220 University Blvd",,,Salesforce
11049589,Inactive Investor,Joseph Calhoun,Chief Executive Officer;President;Regulatory Contact,Alhambra Investment Management LLC,jyc3@alhambrapartners.com,,Salesforce
11233753,Inactive Investor,Olivia Fildes,,"Northern Trust Securities, Inc.",,,Salesforce
11076927,Inactive Investor,Kelley Hartman,First Vice President,"Wells Fargo Clearing Services, LLC",kelley.hartman@wellsfargoadvisors.com,,Salesforce
11197658,Inactive Investor,Richard Bosco,,Citigroup Global Markets Inc.,,,Salesforce
11083570,Inactive Investor,Jeffrey Taylor,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,jrtaylor01@ft.newyorklife.com,,Salesforce
11096652,Inactive Investor,Daniel Engel,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,daniel.engel@fmr.com,,Salesforce
10983165,Inactive Investor,Peter Rothe,,"Frost Brokerage Services, Inc. Bellaire TX 6750 W Loop S",peter.rothe@frostbank.com,,Salesforce
6457114,,Brock Nael,,,cristal2007@gmail.com,,Web Form Fillout
11176781,Inactive Investor,Andrew Sullivan,Complex Manager;Senior Vice President,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",andy.sullivan@raymondjames.com,,Salesforce
9547505,,Brian Day,,,bdayud@gmail.com,,List import
10865738,Inactive Investor,Paul Dato,,"Osaic Wealth, Inc. Wheaton IL 425 W Roosevelt Rd",,,Salesforce
11132344,Inactive Investor,Christopher Wren,Assistant Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10961543,Inactive Investor,Jessica Keys,,Edward Jones Miami OK 15 1st Ave NE,jessica.keys@edwardjones.com,,Salesforce
10977839,Inactive Investor,Keith Deitering,,LPL Financial LLC Okoboji IA 1102 Sanborn Ave,keith.deitering@lpl.com,,Salesforce
10827618,Inactive Investor,Evan Harrigan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,evan.harrigan@ubs.com,,Salesforce
11074400,Inactive Investor,Gabriel Shahin,Chief Executive Officer;Founder;Principal,"Falcon Wealth Planning, Inc.",gabriel@falconwp.com,,Salesforce
10911001,Inactive Investor,Janine Farah,Senior Client Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,janine.farah@jpmorgan.com,,Salesforce
10891747,Inactive Investor,Kristin Sun,Director;Senior Wealth Manager;Shareholder,"Sand Hill Global Advisors, LLC",,,Salesforce
9596278,,Scott Shubert,,,scott@bluegranitecapital.com,,List import
10856956,Inactive Investor,Max Figueroa,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",max.a.figueroa@ml.com,,Salesforce
10888996,Inactive Investor,Christopher Dallas,,"Spartan Capital Securities, LLC",cdallas@spartancapital.com,,Salesforce
11070617,Inactive Investor,Martin Olson,Investment Advisor Representative,"Equity Services, Inc. Salt Lake City UT 3995 S 700 E",olson_martin@nlvmail.com,,Salesforce
10978172,Inactive Investor,Ema Hunt,,Cetera Advisor Networks LLC,,,Salesforce
120962,,Jeffrey Brink,,[Unknown],jeff@brinkslandimprovement.com,,source
11171335,Inactive Investor,Beatrice Lazo,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,beatrice_lazo@vanguard.com,,Salesforce
11144945,Inactive Investor,Elizabeth Aguilar,,"M Holdings Securities, Inc. Moosic PA 30 ED Preate Dr",,,Salesforce
9558447,,Brian Reid,,,reidbrian@msn.com,,List import
10899236,Inactive Investor,Marissa Kerns,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",marissa.henderson@valic.com,,Salesforce
9640782,,Dani Ben,,,danib.trade@gmail.com,,List import
11105599,Inactive Investor,Michael Cue,,"Cambridge Investment Research, Inc. Scottsdale AZ Private Residence",,,Salesforce
333405,,Andrew Molnar,,Thor Investment Management,amolnar@thorwm.com,,Manual List Upload
11153641,Inactive Investor,Sam Impellicceiri,,Park Avenue Securities LLC Brooklyn NY 1210 Kings Hwy,,,Salesforce
11206222,Inactive Investor,Wendy Blair,,"BOK Financial Securities, Inc. Milwaukee WI 1200 N Mayfair Rd",wblair@bokf.com,,Salesforce
334952,,Charles Fitzgerald,Member Llc,"Moisand Fitzgerald Tamayo, Llc",charlie@moisandfitzgerald.com,407-869-6228,Manual List Upload
10978501,Inactive Investor,Carlos Bernal,,"Allstate Financial Services, LLC Houston TX 8121 Long Point Rd",cbernal@allstate.com,,Salesforce
9612731,,Ahmed Alsuwaidi,,,7364444@gmail.com,,List import
10818284,Inactive Investor,Matthew Leblanc,Financial Advisor,Edward Jones Donaldsonville LA 508 Railroad Ave,matthew.leblanc@edwardjones.com,,Salesforce
11080293,Inactive Investor,Grant Galliford,,"Allstate Financial Services, LLC Desoto TX 275 N Interstate 35 E",grantgalliford@allstate.com,,Salesforce
10386769,,Joseph Padron,,,joseph.padron.2024@anderson.ucla.edu,,Web form fillout
10889949,Inactive Investor,Brian O'Leary,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",,,Salesforce
9622596,,Carlos Muniz,,,bluesman2004@yahoo.com,,List import
10852800,Inactive Investor,Hannah Krumreich,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
208675,,Chrima Tistikos,,chrimatistikos,chrimatistikos@protonmail.com,(046) 000-0000,Organic Search
10869916,Inactive Investor,Kyle Fitzpatrick,,"Truist Investment Services, Inc. Collegeville PA 1856 Collegeville Rd",kyle.fitzpatrick@truist.com,,Salesforce
109571,,James Loveless Loveless,Musician,Rainbow Room,jbl.rainbow@gmail.com,,Advertising
10959673,Inactive Investor,Nicole Monteith,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10766416,Inactive Investor,Kristyn Cornacchia,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",kristyn.cornacchia@ml.com,,Salesforce
11179065,Inactive Investor,Kathleen Kiebel,,The Huntington Investment Company Granville OH 222 Broadway E,kathy.kiebel@huntington.com,,Salesforce
11088049,Inactive Investor,Karif Roberts,Financial Advisor,Edward Jones Minneapolis MN 11806 Aberdeen St NE,anthony.roberts@edwardjones.com,,Salesforce
10953420,Inactive Investor,Douglas Coggins,Chief Compliance Officer;Senior Vice President,"NBT Capital Management, Inc.",dcoggins@nbtbank.com,,Salesforce
11014246,Inactive Investor,Kristine Crosley,,"Allstate Financial Services, LLC Eagle River AK 10421 Vfw Rd",sak15003@allstate.com,,Salesforce
11219815,,Adam King,,,aking@brownadvisory.com,,Other
11000983,Inactive Investor,Homero Guerra,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,hguerra@primerica.com,,Salesforce
11102385,Inactive Investor,Jeffrey Gonzales,Advisor,"Trajan Wealth, L.L.C. Austin TX 13809 N Hwy 183",,,Salesforce
10995193,Inactive Investor,Samer Eshmawy,Financial Advisor;Financial Planning Associate,"Modera Wealth Management, LLC",samere@moderawealth.com,,Salesforce
10935188,Inactive Investor,Christopher Yuskiw,Chief Compliance Officer,HYJC Capital of WNY,chris@hywealthmanagement.com,,Salesforce
9543459,,Nick Jordan,,,d.nick.jordan@gmail.com,,List import
11050975,Inactive Investor,Ludovic Thomasson,Chief Advisory Officer;Director - Wealth Management;Member;Senior Principal;Shareholder,"Ensemble Capital Management, LLC",lthomasson@ensemblecapital.com,,Salesforce
10791113,Inactive Investor,Robert Schulman,Financial Advisor,Edward Jones Novato CA 505 San Marin Dr,robert.schulman@edwardjones.com,,Salesforce
11190509,Inactive Investor,Vanessa Anguiano,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10778545,Inactive Investor,Robert Scarfo,Financial Advisor,"CUSO Financial Services, L.P. Dayton OH 3560 Pentagon Blvd",rscarfo@cusonet.com,,Salesforce
11189582,Inactive Investor,Ilan Korchmar,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",ilan.korchmar@equitable.com,,Salesforce
9618654,,Doug Munn,,,djmunn43@gmail.com,,List import
11037422,Inactive Investor,Michael Callahan,,Cetera Advisor Networks LLC Westminster CO 8471 Turnpike Dr,,,Salesforce
9626325,,seyedhosein azadi,,,seyedhoseinazadi@gmail.com,,List import
9567673,,Tom Dilullo,,,tom.dilullo@yahoo.com,,List import
346003,,Christopher Yarbrough,Chief Compliance Officer And General Counsel,"Kabouter Management, Llc",cyarbrough@kabouterfund.com,312-546-4260,
11196864,Inactive Investor,Eric Zebrowski,Financial Advisor,Edward Jones Princeton MN 900 S Rum River Dr,eric.zebrowski@edwardjones.com,,Salesforce
9600301,,Joshua Agbomedarho,,,joshymd24@gmail.com,,List import
10796858,Inactive Investor,Loren Kampschnieder,,LPL Financial LLC Lincoln NE 8025 Eiger Dr,loren.kampschnieder@lpl.com,,Salesforce
11038057,Inactive Investor,Thomas Schulgen,,United Planners' Financial Services of America A Limited Partner Voorhees NJ 701 White Horse Rd,,,Salesforce
11193218,Inactive Investor,Nick Butters,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
9626467,,Gabriel Sabados,,,86szabados@gmail.com,,List import
8788559,,Brian Ross,,Crane Detroit business,brianross698@gmail.com,9184418525,Web Form Fillout
10910251,Inactive Investor,Mark Boltres,Portfolio Manager,Gilder Gagnon Howe & Co. LLC,mboltres@gghc.com,,Salesforce
11055073,Inactive Investor,Lisa Bileydi,,IDB Capital Corp.,,,Salesforce
10803653,Inactive Investor,William Strnad,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",william.strnad@ml.com,,Salesforce
10881431,Inactive Investor,Joseph Mraz,Financial Advisor,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",joe.mraz@raymondjames.com,,Salesforce
10847663,Inactive Investor,Laszlo Vasady-Kovacs,Financial Advisor;Managing Director,Morgan Stanley New York NY 55 E 52nd St,paulvk@morganstanley.com,,Salesforce
11058095,Inactive Investor,Henry Chau,,"Osaic Wealth, Inc. Diamond Bar CA 1930 S Brea Canyon Rd",,,Salesforce
10819922,Inactive Investor,Paul Morgan,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",paul.morgan@raymondjames.com,,Salesforce
10926619,Inactive Investor,Matiias Denmon,,Fidelity Brokerage Services LLC,,,Salesforce
11201299,Inactive Investor,David Eller,,"CapFinancial Securities, LLC. Charlotte NC 4201 Congress St",,,Salesforce
10948825,Inactive Investor,Justin Delwiche,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,justin.delwiche@fmr.com,,Salesforce
10918486,Inactive Investor,Janice Heimes,,"N.I.S. Financial Services, Inc.",,,Salesforce
9586597,,bahast ismael,,,p.bahast@gmail.com,,List import
10901859,Inactive Investor,Kye Abraham,Founder;President;Shareholder,"Abraham & Co., Inc.",abeco@abrahamco.com,,Salesforce
9595791,,Noble Hansen,,,noble@olivestreetpartners.com,,List import
9585582,,Aneel Khan,,,tshanon83@gmail.com,,List import
10879692,Inactive Investor,Lindsay Luper,Financial Advisor,Edward Jones Hot Springs SD 309 S Chicago St,lindsay.luper@edwardjones.com,,Salesforce
10835333,Inactive Investor,Thomas Clifford,,Cetera Advisor Networks LLC Holbrook NY 4400 Veterans Memorial Hwy,cliffordt@ceteranetworks.com,,Salesforce
373090,,Jonathan Grasz,,[Unknown],j.grasz@verizon.net,,source
11092396,Inactive Investor,Alvaro Gomez-Mena,Registered Client Associate,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10942817,Inactive Investor,Patrick McCormick,,"MML Investors Services, LLC Haverhill MA 487 Groveland St",,,Salesforce
11133221,Inactive Investor,Jose Rubio,Private Client Advisor,"Wells Fargo Clearing Services, LLC San Luis Obispo CA 1160 Marsh St",jose.rubio@wellsfargo.com,,Salesforce
9578331,,Andrew Reid,,,areid@lbmc.com,,List import
11053365,Inactive Investor,Adam Anderson,Chief Compliance Officer;Chief Executive Officer;President,"WealthGuard Advisors, Inc.",adam@wealthguardadvisors.com,,Salesforce
10865588,Inactive Investor,Christopher Berg,Managing Director;Managing Member,"Adirondack Capital Advisors, LLC",cberg@adirondackadvisors.com,,Salesforce
10861615,Inactive Investor,William Cooper,,Morgan Stanley Southlake TX 1400 Civic Pl,,,Salesforce
10769128,Inactive Investor,Ivona Kostulak,,"Frost Brokerage Services, Inc. Austin TX 5656 Bee Caves Rd",ikostulak@frostbank.com,,Salesforce
10814502,Inactive Investor,Maureen Poplaski,Chief Compliance Officer;Financial Planner,"Lighthouse Financial Management, LLC",mjp@lighthousefm.com,,Salesforce
11110660,Inactive Investor,Richard Zito,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",richard.zito@wellsfargoadvisors.com,,Salesforce
11169498,Inactive Investor,Michael Armour,Client Associate;Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,michael.armour@jpmorgan.com,,Salesforce
11026793,Inactive Investor,Michelle Zevola,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",,,Salesforce
10925332,Inactive Investor,Ravi Narayan,,"Cambridge Investment Research, Inc. McLean VA 6764 Old McLean Village Dr",,,Salesforce
11187987,Inactive Investor,Frank Bruno Mayer,,J.P. Morgan Securities LLC Northvale NJ 271 Livingston St,frank.a.brunomayer@chase.com,,Salesforce
9574818,,Thomas Lynch,,,tomlynch35@hotmail.com,,List import
10977592,Inactive Investor,Quinston Little,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
9573868,,Carla Hellmann,,,chellmann@financialguide.com,,List import
10793857,Inactive Investor,Raymond Landry,Financial Advisor,Edward Jones Berlin NH 410 Glen Ave,raymond.landry@edwardjones.com,,Salesforce
10938884,Inactive Investor,Heather Cholette,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10761495,Inactive Investor,Howard Schwartz,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",howard.schwartz@wellsfargoadvisors.com,,Salesforce
10780363,Inactive Investor,Steve Hayward,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,steve.j.hayward@jpmorgan.com,,Salesforce
10763221,Inactive Investor,Peter Havenstein,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",peter.havenstein@wellsfargoadvisors.com,,Salesforce
11109715,Inactive Investor,Kristi Kunz,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,kristi.heims@gs.com,,Salesforce
11077092,Inactive Investor,Justin Peterman,Financial Advisor,"Raymond James & Associates, Inc. Racine WI 245 Main St",justin.peterman@raymondjames.com,,Salesforce
11113814,Inactive Investor,Hugh Dillon,Investment Advisor Representative,"The Oak Ridge Financial Services Group, Inc.",hdillon@oakridgefinancial.com,,Salesforce
11198757,Inactive Investor,Larry Joseph,,"Inverness Securities, LLC",,,Salesforce
11155725,Inactive Investor,William Thomas,,NYLIFE Securities LLC Springfield MO 3250 E Sunshine St,,,Salesforce
9566042,,Patrick McKeigue,,,patrick.mckeigue@surveyor-capital.com,,List import
11054615,Inactive Investor,Helen Wall,,Cetera Investment Services LLC,helen.wall@ceterais.com,,Salesforce
10695869,,Matthew Kubicek,,Alinity Wealth Management,matthew.kubicek@nm.com,,List Import
10768736,Inactive Investor,Edwin Sotoquinones,Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",edwin.soto-quinones@equitable.com,,Salesforce
11104099,Inactive Investor,Alexander Watts,,"Wells Fargo Clearing Services, LLC",,,Salesforce
373600,,אייל ורדי,,[Unknown],eyal@eyalvardi.com,0523133111,source
10661381,,Andrea Hosbein,,,ahosbein@cypresscapitalpartners.net,,List Import
10784931,Inactive Investor,Conrad Hindert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,conrad.hindert@fidelity.com,,Salesforce
10815657,Inactive Investor,Edward Urquidi,President;Regulatory Contact,Futura Asset Advisors LLC,,,Salesforce
9587074,,Daniel Newman,,,newman@stockbridge.com,,List import
11031863,Inactive Investor,Greg Chandler,,"Farmers Financial Solutions, LLC Spring Branch TX 160 Creekside Park Rd",gchandler@farmersagent.com,,Salesforce
11229558,Inactive Investor,Nikolas Laird,,"Northwestern Mutual Investment Services, LLC Carbondale IL 1001 E Main St",nikolas.laird@nm.com,,Salesforce
11254639,Inactive Investor,Scott Chung,,Evercore Group L.L.C.,,,Salesforce
11141295,Inactive Investor,William Walker,,"American Fidelity Securities, Inc.",will.walker@af-group.com,,Salesforce
10880909,Inactive Investor,Richard Tarango,,"Centaurus Financial, Inc. Fresno CA Private Residence",rtarango@cfiemail.com,,Salesforce
11006101,Inactive Investor,Thomas Cannon,,State Farm VP Management Corp.,,,Salesforce
9609125,,Terri Parkin,,,terriparkin1@gmail.com,,List import
11150612,Inactive Investor,Peter Foley,,Goldman Sachs & Co.,,,Salesforce
336923,,Matt Hadley,"Senior Associate, Business Development","High Road Capital Partners, Llc",mhadley@highroadcap.com,212-554-3265,Manual List Upload
10845886,Inactive Investor,Derek Erwin,Financial Advisor,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",derek.erwin@raymondjames.com,,Salesforce
10603698,,Robert Robotti,"Chief Investment Officer, Director, President, Treasurer","Robotti & Company Advisors, LLC",robotti@robotti.com,,List import
10853336,Inactive Investor,Michael Carter,Vice President;Wealth Advisor,LPL Financial LLC Evansville IN 123 Main St,mike.carter@lpl.com,,Salesforce
9596236,,John Kiley,,,john@kj-wm.com,,List import
11189562,Inactive Investor,Joseph Zolna,Financial Advisor,"Equitable Advisors, LLC Hollidaysburg PA 411 Wayne St",joseph.zolna@equitable.com,,Salesforce
10915056,Inactive Investor,Biju Maharjan,,J.P. Morgan Securities LLC Charlotte NC 500 Providence Rd,biju.maharjan@chase.com,,Salesforce
10944113,Inactive Investor,Matthew Carey,Analyst;Chief Compliance Officer,Keebeck Wealth Management LLC,mcarey@keebeck.com,,Salesforce
10875446,Inactive Investor,Thomas Zaucha,Client Service Associate,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 818 A1A N",thomas.zaucha@ampf.com,,Salesforce
10791367,Inactive Investor,Massandje Williams,,Vanguard Marketing Corporation,massandje_williams@vanguard.com,,Salesforce
10900206,Inactive Investor,Rodrigo Guevara,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,rodrigo.guevara@ubs.com,,Salesforce
10890903,Inactive Investor,Mark Tichar,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
373770,,Obi Abang,,[Unknown],obiabang1@gmail.com,,source
11195256,Inactive Investor,Emily Corona,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,emily.corona@fidelity.com,,Salesforce
10766413,Inactive Investor,Jonathan Peters,Family Wealth Director;Financial Advisor;Senior Vice President;Workplace Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,jonathan.peters@morganstanley.com,,Salesforce
10928722,Inactive Investor,Dana Baines,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",dana.baines@raymondjames.com,,Salesforce
9551170,,Sandra Bublitz,,,sbublitz@allianceadvisory.com,,List import
11204623,Inactive Investor,James Mason,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,james.mason@lpl.com,,Salesforce
10822569,Inactive Investor,David Riehl,Financial Advisor,Robert W. Baird & Co. Incorporated Greensburg PA 540 Pellis Rd,driehl@rwbaird.com,,Salesforce
11104203,Inactive Investor,Steven Cohen,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",steven.cohen@raymondjames.com,,Salesforce
11059138,Inactive Investor,Traci Foth,,"Equitable Advisors, LLC Loveland CO 2093 E 11th St",traci.foth@equitable.com,,Salesforce
11206618,Inactive Investor,Timothy Drumm,,LPL Financial LLC Albany NY Private Residence,christian.drumm@lpl.com,,Salesforce
167212,,Ivan Nunez,,[Unknown],ivannunez710@gmail.com,,Organic Search
10658614,,Dmitriy Meleshko,,,dmitriy.meleshko@equitable.com,,List Import
11174783,Inactive Investor,Scott Zopfi,Senior Investment Associate,William Blair,szopfi@williamblair.com,,Salesforce
218408,,Le Shaun Ang,,[Unknown],shaun383@gmail.com,,Direct
11114118,Inactive Investor,Victor Panos,Financial Advisor;Senior Vice President,Morgan Stanley Orlando FL 201 E Pine St,victor.panos@morganstanley.com,,Salesforce
242345,,Vasco De Sousa,CEO,[Unknown],info@desousaconsulting.com,34722633377,Database Upload
9577878,,Wyatt Schrepfer,,,wschrepfer@pciawealth.com,,List import
11261147,Inactive Investor,Sebastian Ordonez Bueno,Analyst,Element Pointe Family Office,sordonez-bueno@elementpointe.com,,Salesforce
11150875,Inactive Investor,Sandro Ramos,,"Stonecrest Capital Markets, Inc.",sramos@stonecrestpartners.com,,Salesforce
10911669,Inactive Investor,James Sylvia,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,james.sylvia@fmr.com,,Salesforce
10635694,,Aku Alasippola,,,aku.alasippola@gmail.com,,Web Form Fillout
10921310,Inactive Investor,Cheryl Lyon,Chief Compliance Officer;Investment Advisor;President,Lyon Capital Strategies,cheryllyon@lyoncapitalstrategies.com,,Salesforce
10934881,Inactive Investor,Nestor Inostroza,,PFS Investments Inc. Princeton Junction NJ 186 Princeton Hightstown Rd,ninostroza@primerica.com,,Salesforce
10906074,Inactive Investor,Justin Curry,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
9629984,,Mirza Miskon,,,mirzazcwa@gmail.com,,List import
11075307,Inactive Investor,Michael Sellars,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 2024 W Henrietta Rd",michael.sellars@ampf.com,,Salesforce
10801199,Inactive Investor,Young Chung,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Palm Desert CA 74199 El Paseo",young.chung@rbc.com,,Salesforce
11178834,Inactive Investor,Lance Giesler,,LPL Financial LLC Mason City IL 104 W Pine St,lance.giesler@lpl.com,,Salesforce
11068084,Inactive Investor,Mark Keeling,Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 80 Wolf Rd",mark.x.keeling@ampf.com,,Salesforce
10927591,Inactive Investor,Ryan Woolhiser,,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
10836990,Inactive Investor,Alice Pidgeon,Financial Consultant,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",alice.pidgeon@wellsfargoadvisors.com,,Salesforce
10823669,Inactive Investor,Meghan McGuire,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",meghan.mcguire@wellsfargoadvisors.com,,Salesforce
9582200,,April Peterson,,,april.peterson@usaa.com,,List import
11034598,Inactive Investor,Louis Preseren,,"Inverness Securities, LLC",,,Salesforce
10777022,Inactive Investor,Sheryl Massey,Financial Advisor,"Wells Fargo Clearing Services, LLC Jacksonville FL 4328 Blanding Blvd",renee.massey@wellsfargo.com,,Salesforce
11142454,Inactive Investor,Anthony Flax,,LPL Financial LLC Wichita KS 8415 E 21st St N,anthony.flax@lpl.com,,Salesforce
10919091,Inactive Investor,Elizabeth Belisle,,"J.W. Cole Financial, Inc. Mesa AZ 2855 E Brown Rd",,,Salesforce
11149735,Inactive Investor,Sonja Thompson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10903891,Inactive Investor,Tiffani Davey,,"Avantax Investment Services, Inc. Phoenix AZ 2040 W Whispering Wind Dr",,,Salesforce
10974067,Inactive Investor,Sterling Storm,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
11122994,Inactive Investor,Allen Walton,,"FBL Marketing Services, LLC Hartington NE 109 N Broadway Ave",,,Salesforce
9578236,,Lorie Brady,,,lorie.brady@fidelity.com,,List import
147779,,Bob Lightner,,[Unknown],blightner2000@gmail.com,,
181489,,Barnard Price,,[Unknown],bnkprc@gmail.com,,
11172906,Inactive Investor,Nancy Scott,Investment Advisor Representative,Commonwealth Financial Network Worcester MA 370 Main St,nscott@commonwealth.com,,Salesforce
10869538,Inactive Investor,David Carlton,,"BOK Financial Securities, Inc.",,,Salesforce
11080666,Inactive Investor,Steven Sundberg,Chief Compliance Officer;Founder;President,Wood River Consulting,ssundberg@woodriverconsulting.com,,Salesforce
11025094,Inactive Investor,EmmaLee Robinson,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,emmaleerobinson@statefarm.com,,Salesforce
10877577,Inactive Investor,Trevor Long,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 470 N Kirkwood Rd",trevor.long@usbank.com,,Salesforce
10827440,Inactive Investor,Robert Ernesto,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",robert_ernesto@ml.com,,Salesforce
11008986,Inactive Investor,Jaclyn Smith,Executive Director;Senior Wealth Strategist,"Wells Fargo Advisors Financial Network, LLC San Diego CA 4655 Executive Dr",jaclyn.smith@wellsfargo.com,,Salesforce
11097111,Inactive Investor,Peter Kirschenbaum,Executive Vice President;Portfolio Manager,Bradley Foster & Sargent Inc,pkirschenbaum@bfsinvest.com,,Salesforce
11164792,Inactive Investor,Deanne Sturm,,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,dsturm@rwbaird.com,,Salesforce
10926312,Inactive Investor,Eric Hayes,,"Sanford C. Bernstein & Co., LLC",eric.hayes@bernstein.com,,Salesforce
10791516,Inactive Investor,Timothy Panther,,State Farm VP Management Corp. Hagerstown MD 222 E Oak Ridge Dr,,,Salesforce
11082051,Inactive Investor,Alex Crane,Managing Member,Crane & Associates Wealth Management,alex@doncrane.com,,Salesforce
347657,,Michael Mecca,Vice President,Buck,michael.mecca@buck.com,212-330-1000,Manual List Upload
11155287,Inactive Investor,Mildred Lopez,,Investment Placement Group Miami FL 1111 Brickell Ave,,,Salesforce
11038464,Inactive Investor,Patrick Schultz,,Grant Williams L.P.,,,Salesforce
9631771,,Himanshu Bahuguna,,,himbahuguna@gmail.com,,List import
11006207,Inactive Investor,Evan Filak,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
11088240,Inactive Investor,Casey LaFramboise,Personal Banker,"Fifth Third Securities, Inc. Brentwood TN 1713 Mallory Ln",casey.laframboise@53.com,,Salesforce
10927990,Inactive Investor,Holly Bingham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10859137,Inactive Investor,Wayne Lottinville,Chief Investment Officer;Manager;Member;Owner,Cascadia Investment Consultants,wayne@cascadiaconsultants.com,,Salesforce
11152678,Inactive Investor,Karen Havel,Specialist,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",karen.havel@rbc.com,,Salesforce
10886909,Inactive Investor,Dean Mansavage,,"MML Investors Services, LLC Rockford IL 6785 Weaver Rd",dmansavage@financialguide.com,,Salesforce
10768194,Inactive Investor,Daniel Radtke,Financial Advisor,"Wells Fargo Clearing Services, LLC La Crosse WI 2 Copeland Ave",daniel.rdtke@wellsfargoadvisors.com,,Salesforce
348119,,David Rubenstein,Co-founder - The Carlyle Group,The Carlyle Group,david.rubenstein@carlyle.com,202-729-5626,Manual List Upload
9580093,,Sang Lee,,,slee@jzpartners.com,,List import
11135800,Inactive Investor,Steven Goodhue,Financial Advisor,Edward Jones Myerstown PA 113 W Main Ave,steven.goodhue@edwardjones.com,,Salesforce
11236184,Inactive Investor,John Pohar,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10431133,,Kate Miwa,,,katemiwa@gmail.com,,Web Form Fillout
372168,,Belal El-Atari,,[Unknown],belal@buffalowingfactory.com,,Salesforce
11055452,Inactive Investor,Carl Adkins,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",carl.adkins@wfadvisors.com,,Salesforce
11063821,Inactive Investor,Sean Galvin,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,,,Salesforce
11031129,Inactive Investor,Yuly Mero,,LPL Financial LLC,admin1.byrne@lpl.com,,Salesforce
10869752,Inactive Investor,Susan Dayley,,Fidelity Brokerage Services LLC,susan@fidelity.com,,Salesforce
10949767,Inactive Investor,Martha Messenger,,State Farm VP Management Corp.,clayre.messenger.qm08@statefarm.com,,Salesforce
11000588,Inactive Investor,Jeffrey Ahl,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",jeffrey.ahl@nm.com,,Salesforce
340590,,Charles Kline,Member,Century Equity Partners Llc,ckline@cepfunds.com,617-863-2950,Manual List Upload
10776458,Inactive Investor,Gary Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",gary.peterson@wellsfargoadvisors.com,,Salesforce
11153943,Inactive Investor,Kevin Forrest,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,kevin.forrest@morganstanley.com,,Salesforce
9590120,,Eric Patterson,,,eric@three-bell.com,,List import
9607793,,Travis Kilgore,,,traviskilgore@ymail.com,,List import
10487411,,John Shepard,,"CPMG, Inc.",js@cpmg-inc.com,,List import
10986402,Inactive Investor,Tamara Ackermann,,"U.S. Bancorp Investments, Inc. Cincinnati OH 7350 Beechmont Ave",,,Salesforce
167012,,fdas fdsa,,[Unknown],fdsafdsa@gmail.com,,Other
10859476,Inactive Investor,Bradley Adams,Recruiter;Regional Leader,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,bradley.adams@primerica.com,,Salesforce
10832893,Inactive Investor,Dominic Tobacco,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
11002156,Inactive Investor,Justine Annoreno,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,jannoreno@ft.newyorklife.com,,Salesforce
11177646,Inactive Investor,Dennis Mostyn,Complex Risk Officer;First Vice President;Senior Complex Risk Officer,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,dennis.mostyn@morganstanley.com,,Salesforce
9587424,,Kevin Colley,,,kcolley@salemadvisorygroup.com,,List import
10867741,Inactive Investor,Joshua Freeman,,"Sanctuary Securities, Inc.",jfreeman@sanctuarywealth.com,,Salesforce
218808,,Phil Newkirk,,[Unknown],pnewkirkshadowmtn1@gmail.com,,
11051713,Inactive Investor,Todd Stovall,,"Allstate Financial Services, LLC Youngstown OH 538 S Canfield Niles Rd",toddstovall@allstate.com,,Salesforce
9555492,,Donald Malloy,,,don.malloy@transamerica.com,,
9556090,,sharad patel,,,patel-sharad@cooperhealth.edu,,List import
11147711,Inactive Investor,Robert Kadilak,,Cetera Advisor Networks LLC Aliquippa PA 131 Pleasant Dr,,,Salesforce
338323,,Susan Mucciarone,President,Calibre Advisory Services Inc.,smucciarone@calibre.com,781-392-2800,Manual List Upload
10869576,Inactive Investor,Andrew Greaves,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11158593,Inactive Investor,Glenn Hermanson,Investment Advisor;Managing Partner;Portfolio Manager,Hoffmann Hermanson Denver CO 1369 Downing St,,,Salesforce
10955683,Inactive Investor,Kacie Swartz,Managing Partner,"Black Barn Financial, LLC",kacie@blackbarnfinancial.com,,Salesforce
10813033,Inactive Investor,Brad Becker,Owner,Becker Financial Services,,,Salesforce
11042739,Inactive Investor,Amy Dunn,,"Allstate Financial Services, LLC West Monroe LA 112 Bell Ln",amydunn@allstate.com,,Salesforce
10904248,Inactive Investor,Anthony Dibisceglie,Relationship Manager,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,anthony.dibisceglie@citigroup.com,,Salesforce
10559149,Active Investor,Bradford Paul,,Bradford Paul,bpaul@ardmoretoyota.com,6106561210,Salesforce
11107243,Inactive Investor,Ashley Abate,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",ashley.f.abate@ml.com,,Salesforce
11045069,Inactive Investor,Eric Uzeta,,"Farmers Financial Solutions, LLC Long Beach CA 740 E Wardlow Rd",euzeta@farmersagent.com,,Salesforce
10796928,Inactive Investor,Riad Shanawany,,"J.W. Cole Financial, Inc. Fort Lauderdale FL 6750 N Andrews Ave",,,Salesforce
10875973,Inactive Investor,David Nielsen,Financial Advisor,LPL Financial LLC Fairfax MN 100 Park St S,dj.nielsen@lpl.com,,Salesforce
9629354,,Robert Clark,,,robertnclark1@gmail.com,,List import
341011,,Paul Chew,Chief Investment Officer,Brown Advisory,pchew@brownadvisory.com,410-537-5400,Manual List Upload
10868237,Inactive Investor,Heather Herrmann,,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,hherrmann@janney.com,,Salesforce
10615114,,Ronald Oleet,"Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant, Senior Vice President",,ronald.a.oleet@morganstanley.com,,List Import
8040595,,Melvin Orsini,,,melvinorsinired99@minterp.com,,Web Form Fillout
372136,,James Boss,,United States,jbossmd@gmail.com,,Salesforce
10852539,Inactive Investor,Nicholas Roberts,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",nicholas.j.roberts@wellsfargo.com,,Salesforce
9546320,,Ashley Solgere,,,ashley.solgere@dowjones.com,,List import
11012815,Inactive Investor,Candelario Crespo,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,ccrespo@ft.newyorklife.com,,Salesforce
10897013,Inactive Investor,Danielle Landon,Financial Advisor,Commonwealth Financial Network Marion OH 454 E Center St,dlandon@commonwealth.com,,Salesforce
11118615,Inactive Investor,Grant Crane,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 13840 N Frank Lloyd Wright Blvd",grant.crane2@wfafinet.com,,Salesforce
9598970,,Suppasake Kanghinkaew,,,suppasake.kk@gmail.com,,List import
11025887,Inactive Investor,Daniel Schwartz,,"Fifth Third Securities, Inc. Fort Mitchell KY 590 Buttermilk Pike",daniel.schwartz@53.com,,Salesforce
11132723,Inactive Investor,Sarah Mercurio,Partner;Wealth Advisor,William Blair,,,Salesforce
10781102,Inactive Investor,Jeffrey Mellone,Executive Wealth Management Advisor;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",jeffrey.mellone@tiaa-cref.org,,Salesforce
9563110,,Jacob Mischke,,,jacob.m.mischke@gmail.com,,List import
162032,,Greg Eskinazi,,[Unknown],gregory.eskinazi@gmail.com,,
102774,,Natalie Philippou,Portfolio Manager,Fiduserve Asset Management,natalie.philippou@fiduserve.com,,
9551112,,Van Lam,,,van@leadersgroup.net,,List import
243761,,Maura Ryan,Mgr of Marketing Communications,Emotomy,mr468@ntrs.com,917 8210148,Manual List Upload
10826432,Inactive Investor,Christopher Johnson,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Cary NC 175 Regency Woods Pl",csjohnson@raymondjames.com,,Salesforce
9548438,,Janek Pedersen,,,jpedersen@rmbcap.com,,List import
11108039,Inactive Investor,Carolyn Kuenz,,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,carrie.kuenz@jpmorgan.com,,Salesforce
11135962,Inactive Investor,Jonathan Almonte,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jonathan.almonte@fmr.com,,Salesforce
332664,,Seyed Mohammad kabiri,,TBD,smirkabiri@gmail.com,smirkabiri@gmail.com,
11050659,Inactive Investor,Robert Newman,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11184601,Inactive Investor,Renee Wainberg,Financial Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,renee.wainberg@morganstanley.com,,Salesforce
5367,, -,,[[Unknown]],sonofpegasus@gmail.com,,Initial Salesforce Import
10984565,Inactive Investor,Laura Fernandez,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",laura.fernandez@raymondjames.com,,Salesforce
10968460,Inactive Investor,Matthew Johnson,,State Farm VP Management Corp.,matthewjohnson@statefarm.com,,Salesforce
10961745,Inactive Investor,Tyler Hartman,,NYLIFE Securities LLC Fargo ND 808 3rd Ave S,thartman01@ft.newyorklife.com,,Salesforce
11005137,Inactive Investor,Jared Michaelis,,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
11067683,Inactive Investor,Steve Pabon,,"IBN Financial Services, Inc. Huntington NY 1160 E Jericho Tpke",spabon@ibrokernet.com,,Salesforce
11038657,Inactive Investor,Matthew Dorn,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",matthew.dorn@prudential.com,,Salesforce
11190143,Inactive Investor,Juliet Gusinde-Duffy,,LPL Financial LLC Fort Collins CO 400 E Horsetooth Rd,juliet.gusinde-duffy@lpl.com,,Salesforce
7158408,,Sarita Oline,,,sarita@hotmail.ma,,Web Form Fillout
10977612,Inactive Investor,Kimberly He,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,kimberly.c.he@chase.com,,Salesforce
10936026,Inactive Investor,Massod Jamshidi,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,massod.jamshidi@fmr.com,,Salesforce
10762859,Inactive Investor,Thomas Flanagan,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Indian Wells CA 75280 US Hwy 111,thomas.flanagan@ubs.com,,Salesforce
9562561,,Matin Haghkar,,,haghkar@plusrealtors.com,,List import
10612351,,Randal Hagen,Financial Advisor,,randalhagen@yahoo.com,,List Import
10824418,Inactive Investor,Jason Florey,Financial Advisor,LPL Financial LLC Austin TX 9500 Arboretum Blvd,jason.florey@lpl.com,,Salesforce
10971428,Inactive Investor,Margit Parish,,"Ascensus Broker Dealer Services, LLC Greensboro NC 101 Centreport Dr",,,Salesforce
10888801,Inactive Investor,Brenton Matzek,,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11076162,Inactive Investor,Rick Shamblin,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",rick_shamblin@ml.com,,Salesforce
9591838,,Mary Jo Hayes,,,mhayes@mesirowfinancial.com,,List import
11053035,Inactive Investor,Timothy Fritz,,"Allstate Financial Services, LLC Camp Hill PA 3609 Gettysburg Rd",timothyfritz@allstate.com,,Salesforce
10831576,Inactive Investor,Heather Moir-Dangler,,"Cambridge Investment Research, Inc. Honolulu HI 735 Bishop St",,,Salesforce
10848854,Inactive Investor,Maria Gortaire,Assistant Vice President;Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gabriela.gortaire@chase.com,,Salesforce
9640037,,Val Bush,,,valbu@pgafamilyfoundation.org,,List import
11053643,Inactive Investor,Madeleine Underwood,Registered Assistant,LPL Financial LLC McKinney TX 119 W Virginia St,madeleine.underwood@lpl.com,,Salesforce
10974167,Inactive Investor,Catherine Lyons,,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",catherine.lyons@lfg.com,,Salesforce
11128983,Inactive Investor,Adam Harz,,"Osaic Wealth, Inc. Austin TX 4425 S MO Pac Expy",,,Salesforce
9604003,,MYLES O'NEIL,,,myles.oneil@fmr.com,,List import
9543585,,Shaquille Sarmiento,,,shaquillesarmiento@gmail.com,,List import
234589,,Progin Léon,,[[Unknown]],leon.progin@hotmail.com,,Organic Search
44355,,John Woodford,,"Synovus Securities, Inc.",ronwoodford@synovus.com,478-319-0059,
11062206,Inactive Investor,Mark Ryan,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",mark_m_ryan@ml.com,,Salesforce
11034646,Inactive Investor,Thomas Giovanoli,,"MML Investors Services, LLC Toledo OH 1 Maritime Plz",thomasgiovanoli@financialguide.com,,Salesforce
9555131,,Filippo Moor,,,filippomoor@bluewin.ch,,
11201512,Inactive Investor,Fantasia Battle,,J.P. Morgan Securities LLC Rockford IL 4425 Harrison Ave,fantasia.battle@jpmorgan.com,,Salesforce
11144944,Inactive Investor,Lawrence Polan,,"M Holdings Securities, Inc. Lutherville Timonium MD 9690 Deereco Rd",lawrence.polan@mfin.com,,Salesforce
10796127,Inactive Investor,Lance Walker,Executive Director;Family Wealth Advisor;Financial Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,lance.walker@morganstanley.com,,Salesforce
10990338,Inactive Investor,Holden Varvel,Associate Wealth Advisor,"Total Wealth Planning, LLC",holden@twpteam.com,,Salesforce
10720559,,Steven Mixer,,,b2c2a1@gmail.com,,Web Form Fillout
9609242,,Wendy Manchester,,,wendy@promosolutionsnw.com,,List import
9560189,,kavh gorji,,,kaveh139gorji62@gmail.com,,List import
11213230,Inactive Investor,Jason Scott,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10999084,Inactive Investor,Lee Warren,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,lee.warren@primerica.com,,Salesforce
10816478,Inactive Investor,Nancy Van De Berg,,"Cambridge Investment Research, Inc. Luverne MN 212 E Main St",,,Salesforce
10910450,Inactive Investor,Daniel Satz,Wealth Manager,Novi Wealth Partners,,,Salesforce
337313,, -,,[Unknown],6959914aa@nio.cum,,
10855821,Inactive Investor,Edward Huffman,Chief Compliance Officer;President;Principal,Huffman Financial Services Inc,,,Salesforce
9560613,,nick fortry,,,fortrynick@hotmail.com,,List import
9556609,,Felix daniel,,,flixdee@gmail.com,,List import
220009,,COLVIN GOREE,,None,colvingoree@gmail.com,7156516326,
10965741,Inactive Investor,Janice Bennett,,Morgan Stanley New York NY 1 New York Plz,janice.bennett@morganstanley.com,,Salesforce
11206757,Inactive Investor,Richard Shaughnessy,Personal Financial Advisor,LPL Financial LLC Belmar NJ 1967 State Rte 34,rick.shaughnessy@lpl.com,,Salesforce
10755495,Inactive Investor,Marc Petrognani,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,marc.petrognani@opco.com,,Salesforce
10822949,Inactive Investor,Cynthia Ferrell,First Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Incline Village NV 926 Incline Way",cindy.ferrell@wellsfargoadvisors.com,,Salesforce
11032987,Inactive Investor,Thomas Jennings,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10959730,Inactive Investor,Philip Kolb,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10832793,Inactive Investor,Walter Shirley,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Vaughn MS Private Residence",clif.shirley@equitable.com,,Salesforce
11004651,Inactive Investor,Howard Patchin,Financial Advisor,Edward Jones Minneapolis MN 4800 Olson Memorial Hwy,howard.patchin@edwardjones.com,,Salesforce
11219845,,John Pinto,,,john@sintracapital.com,,Other
211718,,Beth Feehan,Regional Sales Representative,Zone 7,bfeehan@freshfromzone7.com,,Content
346162,,Shari Yates,"Head, Strategy, Development",Lytle Investments,shari@lytleinvestments.com,716-773-6626,Manual List Upload
11136949,Inactive Investor,John Bedros,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
9586167,,Rex Macey,,,rex.macey@redtortoisellc.com,,List import
144824,,David Hill,"Chief Compliance Officer, Investment Advisor Representative, Managing Member, Owner","Wealth Enhancement Advisory Services, Llc",dhill@wealthenhancement.com,801-216-4811,
10870777,Inactive Investor,Ryan Mccann,,Goldman Sachs & Co.,ryan.mccann@goldmansachs.com,,Salesforce
11098751,Inactive Investor,Christine Parker,Chief Compliance Officer;Founder;Managing Director,"Parker Financial, LLC",cparke@pfadvisers.com,,Salesforce
11113351,Inactive Investor,Nigel Stearns,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",nigel.stearns@tiaa.org,,Salesforce
11057126,Inactive Investor,Neil Kanani,,Goldman Sachs & Co.,,,Salesforce
11179088,Inactive Investor,Jason Rivera,,J.P. Morgan Securities LLC Redwood City CA 1615 Woodside Rd,jason.a.rivera@chase.com,,Salesforce
11057753,Inactive Investor,Noell Williams,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,noell_williams@vanguard.com,,Salesforce
10775701,Inactive Investor,Monty Faile,Financial Advisor,Edward Jones Myrtle Beach SC 2411 N Oak St,monty.faile@edwardjones.com,,Salesforce
10921407,Inactive Investor,Jonathan Wiley,Chief Compliance Officer;Head - Investments;President;Vice President,Wiley Capital Partners,,,Salesforce
1003876,Inactive Investor,Quentin Adam,,Quentin Adam,quentinadam@gmail.com, +32479505057,
10872435,Inactive Investor,Peter Ackerson,,State Farm VP Management Corp. Amherst NH 294 State Rte 101,,,Salesforce
214602,,Charles Bourbonnais,,[Unknown],charles@pantheoncm.com,,
224640,,Larry Lee,,[Unknown],lslee56954@icloud.com,,
9638549,,Gabriele Casati,,,gabriele@arowanaam.com,,List import
9564756,,Len Laughland,,,len.laughland@gmail.com,,List import
11178983,Inactive Investor,David Frohlichstein,,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
10813376,Inactive Investor,Panos Lampros,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",panos.j.lampros@nm.com,,Salesforce
11058236,Inactive Investor,Robert Bookbinder,,B. Riley Wealth Management New York NY 515 Madison Ave,rbookbinder@brileywealth.com,,Salesforce
11197345,Inactive Investor,Hunter Luke,,Ages Financial Services Ltd. Duxbury MA 453 Washington St,hluke@tag-ages.com,,Salesforce
372461,,Laura Latella,,United States,llatella@gmail.com,,Salesforce
10811050,Inactive Investor,Albert Chappell,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",perry_chappell@ml.com,,Salesforce
11043173,Inactive Investor,Jordan Blaylock,Financial Professional,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
10857751,Inactive Investor,Jay Griffin,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Peachtree City GA 101 World Dr",jay.griffin@wfafinet.com,,Salesforce
10838929,Inactive Investor,Dale Nower,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 2290 East Ave",dale.a.nower@ampf.com,,Salesforce
9621534,,Chris Linton,,,chris.linton@duncancotterill.com,,List import
10852830,Inactive Investor,Margaret Phillips,,Goldman Sachs & Co.,margaret.phillips@gs.com,,Salesforce
10954174,Inactive Investor,Michael Birkhofer,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11199724,Inactive Investor,Krista Holappa,Registered Administrative Associate,LPL Financial LLC Osseo MN 11290 86th Ave N,krista.holappa@lpl.com,,Salesforce
10956417,Inactive Investor,Talitha Robinson,,"Wells Fargo Clearing Services, LLC New Hyde Park NY 2499 Jericho Tpke",,,Salesforce
9572693,,maxim colos,,,maximkolos88@gmail.com,,List import
9563096,,john boudeman,,,jboudeman@yahoo.com,,List import
9623646,,Patricio Vergara,,,p.vergara.lara@gmail.com,,List import
11095935,Inactive Investor,Michael Hinson,Senior Wealth Advisor,ARS Wealth Advisors,,,Salesforce
11099142,Inactive Investor,Guy Brannum,,"Allstate Financial Services, LLC Aiea HI 98-029 Hekaha St",guybrannum@allstate.com,,Salesforce
11083478,Inactive Investor,Zachary Katz,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",zachary.m.katz@nm.com,,Salesforce
336658,,Judith Rowland,"Director, Wealth Planning Strategy","Moody, Lynn & Lieberson, Llc",jrowland@moodylynn.com,617-973-0590,Manual List Upload
11044218,Inactive Investor,Andrew Heinz,,HSBC Securities (USA) Inc.,,,Salesforce
206643,,Joe Camp,,[Unknown],joseph.camp@gmail.com,,source
335684,,Todd Flott,"Member, Elected Manager And Managing Director",Scout Energy Management Llc,tflott@scoutep.com,972-277-1373,Manual List Upload
11066658,Inactive Investor,Timothy Brown,Financial Advisor,Janney Montgomery Scott LLC Uniontown PA 43 S Beeson Blvd,trbrown@janney.com,,Salesforce
9578475,,Harry D. Bean,,,harry.bean@paripassu.de,,List import
10758178,Inactive Investor,Andrew Heckenberger,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocean City NJ Private Residence",andrew_heckenberger@ml.com,,Salesforce
9550399,,Julie Cordeiro,,,julieacordeiro@gmail.com,,List import
10893223,Inactive Investor,Sean Danowski,Financial Advisor,Edward Jones Midlothian VA 336 Browns Hill Ct,sean.danowski@edwardjones.com,,Salesforce
10845073,Inactive Investor,Craig Kaufman,,J.P. Morgan Securities LLC Paramus NJ 115 W Century Rd,,,Salesforce
102404,,Februari Situmorang,,IAKN,msitumorang315@gmail.com,6.28956E+13,Paid Social
339335,,Christopher Gust,"Chief Investment Officer, Chief Executive Officer","Wolverine Asset Management, Llc",cgust@wolvefunds.com,312-884-4400,Manual List Upload
9565679,,Mark Gaines,,,mark.gaines847@gmail.com,,List import
10647869,,Benjamin Bender,,,bbender@carsonwealth.com,,List Import
10973119,Inactive Investor,Brad Nassar,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10884795,Inactive Investor,Henry Conlon,Partner;Wealth Manager,Creative Planning Leawood KS 3400 College Blvd,henry.conlon@creativeplanning.com,,Salesforce
10660068,,Susan Steele,,,steele@grayscale.com,,Web Form Fillout
11057997,Inactive Investor,Cody Ayres,,"Osaic Wealth, Inc. Wichita KS 201 S Oliver St",,,Salesforce
10890363,Inactive Investor,Matthew Smith,,Fidelity Brokerage Services LLC,,,Salesforce
9633553,,Bbosa Innocent,,,900.crypto@gmail.com,,List import
160358,,Brian Novell,,[Unknown],briannovell@gmail.com,,Direct
10701627,,JT W,,,13243178256@163.com,,Web Form Fillout
10982326,Inactive Investor,John Beste,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11260469,Inactive Investor,Liam Doyle,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9573415,,Patrick Long,,,patrick.long@suntrust.com,,List import
11058419,Inactive Investor,Christopher Walkley,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,cwalkley@janney.com,,Salesforce
11071210,Inactive Investor,Joseph Fiumara,,PNC Investments Stanhope NJ 32 Rte 206,joseph.fiumara@pnc.com,,Salesforce
11018229,Inactive Investor,Julia Masetti,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,jmasetti@ft.newyorklife.com,,Salesforce
10792100,Inactive Investor,Brook Nichols,,PlanMember Securities Corporation Grand Rapids MI 5035 Plainfield Ave NE,bnichols@planmembersec.com,,Salesforce
9618145,,Brendan Peters,,,brendan.peters@surveyor-capital.com,,List import
9561910,,Clay Keeley,,,claykeeley@argi.net,,List import
11027240,Inactive Investor,Spencer Lewis,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,spencer.lewis@lpl.com,,Salesforce
11088206,Inactive Investor,Case Hollub,Financial Advisor,LPL Financial LLC Weimar TX 2 Jackson Sq,case.hollub@lpl.com,,Salesforce
10645764,,James Owen,,,jowen@stout.com,,List Import
10694701,Active Investor,David Windish,,David Zachary Windish,dishua@gmail.com,973-557-5037,Salesforce
10816537,Inactive Investor,Donn Carmel,,"Raymond James Financial Services, Inc. Westlake OH 26600 Detroit Rd",,,Salesforce
11011413,Inactive Investor,James Bush,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
9642345,,Lars Larsen,,,lars@larsdlarsen.com,,List import
9647438,,Shaun Hawkins,,,shaun.hawkins@ubs.com,,List import
11150823,Inactive Investor,Caroline Gettys,Financial Services Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10871916,Inactive Investor,Cody Hevener,,"Cambridge Investment Research, Inc. Fort Mill SC 2752 Pleasant Rd",,,Salesforce
10872229,Inactive Investor,Lori Sutter,,"HighTower Securities, LLC Birmingham AL 2231 20th Ave S",lsutter@hightoweradvisors.com,,Salesforce
9634513,,Sara Thomas,,,sara.thomas@lanieram.com,,List import
10972223,Inactive Investor,Stephen Pileggi,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",stephen.pileggi@prudential.com,,Salesforce
9584655,,Giulianna Ruiz,,,gruiz@trilanticpartners.com,,List import
11171725,Inactive Investor,Stacy Sternportman,Financial Professional;Senior Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,stacy.sternportman@hilltopsecurities.com,,Salesforce
9638970,,Manish Mittal,,,manish.mittal@qic.com.qa,,List import
11170207,Inactive Investor,Dennis Way,Senior Vice President,PFS Investments Inc. West Des Moines IA 1000 73rd St,dennis.way@primerica.com,,Salesforce
11137872,Inactive Investor,Troy Perchal,,"FBL Marketing Services, LLC Blair NE 1565 Washington St",troy.perchal@fblfinancial.com,,Salesforce
11131449,Inactive Investor,Silvia Guangorena,,"Osaic Wealth, Inc.",,,Salesforce
11116262,Inactive Investor,Daniel Shindelbower,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 549 N McClurg Ct,daniel.shindelbower@jpmorgan.com,,Salesforce
10811075,Inactive Investor,Goran Bojovski,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",goran_bojovski@ml.com,,Salesforce
233134,, -,,[[Unknown]],mariannealicec@icloud.com,,
9609310,,Mike Halvorson,,,mhalvorson@farhills.com,,List import
11117710,Inactive Investor,Milton Warner,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Greenville NC 498A Red Banks Rd",milton.warner@wellsfargoadvisors.com,,Salesforce
4558882,,William Smith,,,draken1986@gmail.com,,Web Form Fillout
9575014,,Ethan Dunbar,,,edunbar@flextech-hs.org,,List import
11066802,Inactive Investor,John Canning,Chief Compliance Officer,"Mill Creek Capital Advisors, LLC",jcanning@millcreekcap.com,,Salesforce
11073818,Inactive Investor,Ryan Shaw,Wealth Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",ryan.shaw@schwab.com,,Salesforce
11190214,Inactive Investor,Hugh Mergan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",hugh_mergan@ml.com,,Salesforce
10832011,Inactive Investor,John Nauss,,"TIAA-CREF Individual & Institutional Services, LLC Columbia MD 10980 Grantchester Way",jnauss@tiaa-cref.org,,Salesforce
9589256,,Alan Waxman,Chief Executive Officer & Managing Partner,"Sixth Street Advisers, Llc",awaxman@tpg.com,,List import
10856208,Inactive Investor,Gregory Kershner,Financial Advisor,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",gregory.kershner@raymondjames.com,,Salesforce
10831075,Inactive Investor,Vincent Celano,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Vero Beach FL 3525 Ocean Dr,vincent.celano@morganstanley.com,,Salesforce
235032,, -,,[[Unknown]],royaugusthy@gmail.com,,
11238067,Inactive Investor,Svetla Mincheva,,Globeflex Capital Lp,smincheva@globeflex.com,,Salesforce
10429721,Inactive Investor,Deborah Querub,Head of Digital Assets,Citigroup,deborah.querub@citi.com,,Web Form Fillout
3267587,,Belisario Perrone,,,perronebelisario@gmail.com,,Web Form Fillout
10796080,Inactive Investor,Julio Gonzalez,Financial Advisor;Senior Vice President,Morgan Stanley Salt Lake City UT 60 E South Temple,,,Salesforce
11021599,Inactive Investor,Felipe Utrera-Ruiz,,J.P. Morgan Securities LLC Madison WI 3052 Cahill Main,felipe.utrera-ruiz@jpmorgan.com,,Salesforce
10897438,Inactive Investor,Laurence Buck,Financial Advisor,Edward Jones Saint Petersburg FL 4020 Park St N,larry.buck@edwardjones.com,,Salesforce
9557217,,Marisa Sacks,,,marisa@voyahawaii.com,,List import
10947361,Inactive Investor,Charissa Gorman,Director;Shareholder,Pathstone,cgorman@pathstone.com,,Salesforce
10986044,Inactive Investor,Derek Retherford,,"Northwestern Mutual Investment Services, LLC Ankeny IA 1810 SW Plaza Shops Ln",derek.retherford@nm.com,,Salesforce
11160535,Inactive Investor,Jonathan Degenhardt,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",jonathan.mitchell@wellsfargoadvisors.com,,Salesforce
10750380,Inactive Investor,Juan Del Valle-Fernandez,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
9566601,,Lisa Sehgal,,,lisa.sehgal@fmr.com,,List import
11109559,Inactive Investor,Matthew Fitzgerald,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",matthew.j.fitzgerald@ampf.com,,Salesforce
11096284,Inactive Investor,Edgar Pouch,,"Raymond James Financial Services, Inc. Travelers Rest SC 42 Plaza Dr",edgar.pouch@raymondjames.com,,Salesforce
11146578,Inactive Investor,Nickles Spryn,Associate Advisor,"Marmo Financial Group, LLC",nickles@marmofinancial.com,,Salesforce
10618258,,Patrick O'Connell,,,patrick.oconnell@ubs.com,,List Import
10928870,Inactive Investor,Gerald Hagman,Financial Advisor,"Osaic Wealth, Inc. Rice Lake WI 11 E Newton St",,,Salesforce
10797555,Inactive Investor,Jack Brown,Financial Advisor;Vice President,William Blair,jackbrown@williamblair.com,,Salesforce
10862929,Inactive Investor,Kim Fogle,Financial Advisor,"Next Financial Group, Inc. Altoona PA 322 Frankstown Rd",,,Salesforce
10962453,Inactive Investor,Johan Moreira Banchon,Investment Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,johan.moreira-banchon@jpmorgan.com,,Salesforce
9645618,,Brandon Rolfes,,,brandon.rolfes@citadelsecurities.com,,List import
9567723,,Nicholas Linthicum,,,oobiggin23@gmail.com,,List import
9561039,,Linus Ong,,,linusong@yahoo.co.uk,,List import
11148898,Inactive Investor,William Fritz,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,,,Salesforce
10508734,,Septiyadi Hermawan,,,teamgodin09@gmail.com,,Web Form Fillout
9639385,,Matthew Kelley,,,matthew_kelley@ssga.com,,List import
11144235,Inactive Investor,Daniel Rataj,,State Farm VP Management Corp. Saint Louis MO 4270 Telegraph Rd,danielrataj@statefarm.com,,Salesforce
11153614,Inactive Investor,Robert Koch,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,robert.koch@fidelity.com,,Salesforce
10966139,Inactive Investor,Jennifer Benavides,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10981870,Inactive Investor,Krystal Barcelo,,EFG Capital International,krystal.barcelo@efgcapital.com,,Salesforce
10958734,Inactive Investor,Janet Lowe,,"Taylor Securities Services, Inc.",janet@taylorretirementservices.com,,Salesforce
244427,,Jerry Orosco,Vice President,Intercontinental Wealth Advisors,jorosco@intercontl.com,17863937699,Manual List Upload
11032321,Inactive Investor,Brian Kobi,,J.P. Morgan Securities LLC Jenison MI 615 Baldwin St,brian.k.kobi@chase.com,,Salesforce
79333,,Christine Mora,"Counsel, Director, Secretary",FamilyWealth Asset Management,cmora@austincapitalllc.com,214-624-1006,
11238874,Inactive Investor,Michael Foster,,Basa Advisors,mfoster@basaresources.com,,Salesforce
11015778,Inactive Investor,Nicholas Thomas,,Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,nthomas@commonwealth.com,,Salesforce
11001872,Inactive Investor,Edwin Wincek,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",edwin.wincek@prudential.com,,Salesforce
10939871,Inactive Investor,Richard Thweatt,,LPL Financial LLC Pflugerville TX 1009 W Pecan St,richard.thweatt@lpl.com,,Salesforce
9614506,,Luke Linch,,,purecryptofeed123@gmail.com,,List import
6008775,,Chris McCabe,,,cmccabe@teksystems.com,,Web Form Fillout
333004,,Adam Hirsch,,First Republic Investment Management,ahirsch@firstrepublic.com,,
11144544,Inactive Investor,John Hall,,"Allen, Mooney & Barnes Brokerage Services, LLC Moultrie GA 116 S Main St",jm.hall@ambwealth.com,,Salesforce
11151634,Inactive Investor,Zachary O'Hayre,Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Arvada CO Private Residence",zachary.ohayre@tiaa.org,,Salesforce
10978907,Inactive Investor,Dale Stanley,,"Bankers Life Securities, Inc. Irvine CA 18022 Cowan",dale.stanley@bankerslife.com,,Salesforce
10868732,Inactive Investor,Jeremy Winters,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11222378,,Danielle Chueka,,,dchueka@jlbainbridge.com,,List Import
11028126,Inactive Investor,Eddie Stewart,Financial Professional,"Voya Financial Advisors, Inc. Nashville TN 214 2nd Ave N",ed.stewart@voyafa.com,,Salesforce
9607159,,John Sotirakis,,,jasotirakis@csslawfirm.com,,List import
10847372,Inactive Investor,Daniel Slager,Executive Director;Vice President,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,daniel.slager@jpmorgan.com,,Salesforce
11073034,Inactive Investor,Alexandra Head,,"Sanctuary Securities, Inc. Louisville KY 9300 Shelbyville Rd",ahead@sanctuarywealth.com,,Salesforce
11213135,Inactive Investor,Matthew Hight,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,matthew.hight@fidelity.com,,Salesforce
10904511,Inactive Investor,Eleni Attard,Client Service Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,eleni.attard@morganstanley.com,,Salesforce
10969521,Inactive Investor,Grace Jinning Zhang,,William Blair New York NY 1166 Avenue of the Americas,gzhang@williamblair.com,,Salesforce
10780640,Inactive Investor,Brett Langbert,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",brett.langbert@wellsfargoadvisors.com,,Salesforce
10801013,Inactive Investor,Steven Miura,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Austin TX 1708 W 6th St",steven.miura@nm.com,,Salesforce
10886035,Inactive Investor,Frances Hermes,Investment Specialist,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,frances.k.hermes@jpmorgan.com,,Salesforce
11207315,Inactive Investor,Daniel Goodman,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",daniel.goodman@equitable.com,,Salesforce
10869207,Inactive Investor,Michael Staggs,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,mike_staggs@glic.com,,Salesforce
10828966,Inactive Investor,Anna Stubblefield,,Vanguard Marketing Corporation,anna_stubblefield@vanguard.com,,Salesforce
11167864,Inactive Investor,Cristina Piccininni,,Cetera Investment Services LLC New Providence NJ 65 South St,cristina.piccininni@ceterais.com,,Salesforce
10884216,Inactive Investor,James Pittenger,Chairman;Chief Executive Officer,Pittenger & Anderson Inc,trey@pittand.com,,Salesforce
10886487,Inactive Investor,Archie Gaither,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
374110,,Thomas Harrington,,[Unknown],tharrington123@comcast.net,,Salesforce
11207393,Inactive Investor,Lane McCallum,Associate Advisor,CWA Asset Management Group Omaha NE Private Residence,lane.mccallum@capitalwealthadvisors.com,,Salesforce
10854637,Inactive Investor,Joshua Pettitt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joshua.pettitt@fidelity.com,,Salesforce
10829108,Inactive Investor,Brent Koch,Principal,"Equitable Advisors, LLC Irvine CA 2050 Main St",brent.koch@equitable.com,,Salesforce
11019597,Inactive Investor,Jack Gorsuch,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Saint Louis MO 1 N Brentwood Blvd",jack.gorsuch@rbc.com,,Salesforce
10877958,Inactive Investor,Emma Broos,Investment Associate,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",emma.broos@rbc.com,,Salesforce
11210693,Inactive Investor,Isabel Ortiz,Wealth Management Advisor,Merit Financial Advisors Maitland FL 1060 Maitland Center Commons Blvd,isabel.cardenas@meritwa.com,,Salesforce
11008585,Inactive Investor,Gregory Hall,,PFS Investments Inc. Montgomery AL 6322 Woodmere Blvd,hall.gregory@primerica.com,,Salesforce
10909904,Inactive Investor,Ashley Hougland,,LPL Financial LLC Lubbock TX 2520 81st St,ashley.hougland@lpl.com,,Salesforce
10918784,Inactive Investor,Darren Edge,Financial Advisor Associate,LPL Financial LLC Folsom CA 1117 E Bidwell St,darren.edge@lpl.com,,Salesforce
10822861,Inactive Investor,Edmond Loughlin,Financial Professional,LPL Financial LLC Portsmouth NH 118 Maplewood Ave,ned.loughlin@lpl.com,,Salesforce
10659585,,Bob Styrkowicz,,,bob.styrkowicz@nm.com,,List Import
11092573,Inactive Investor,Aaron Clark,,"First Command Brokerage Services, Inc. Williamsburg VA 461 McLaws Cir",awclark@firstcommand.com,,Salesforce
10906448,Inactive Investor,Eric Erickson,Director,Barnstone Advisors LLC,erice@barnstoneadvisors.com,,Salesforce
7476556,,Juan Kruger,,,juan.kruger@yandex.com,,Web Form Fillout
215430,,k u,,[Unknown],kiyotaka.udagawa@g.softbank.co.jp,,
10855323,Inactive Investor,Tina Mehta,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,tina.mehta@jpmorgan.com,,Salesforce
10954986,Inactive Investor,Edward Benecchi,Financial Advisor,Edward Jones New Hartford CT 4 Bridge St,,,Salesforce
10965640,Inactive Investor,Chaz Lichtenstern,Financial Professional Associate,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",chaz.lichtenstern@prudential.com,,Salesforce
10943594,Inactive Investor,Zachary Pottschmidt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10487603,,Robert Nix,Wealth Consultant,LPL Financial LLC,brian.nix@lpl.com,,List Import
10812849,Inactive Investor,Jon Stamberger,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,jmstamberger@ft.newyorklife.com,,Salesforce
350944,,Brian Rogers,Chairman,T. Rowe Price Singapore Private Ltd,brogers@troweprice.com,009-8-,Manual List Upload
11023238,Inactive Investor,Allie Bohus,,"Wells Fargo Advisors Financial Network, LLC Pocatello ID 333 S Main St",allie.bohus@wfafinet.com,,Salesforce
11034842,Inactive Investor,Heather Powell,,First Kentucky Securities Corporation,hpowell@firstky.com,,Salesforce
10787302,Inactive Investor,Stephen Kranyak,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",stephen.kranyak@nm.com,,Salesforce
10784989,Inactive Investor,Kevin Potter,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",kevin.potter@raymondjames.com,,Salesforce
10948867,Inactive Investor,Frank Cordova,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,frank_cordova@vanguard.com,,Salesforce
11052096,Inactive Investor,Robert Combs,,State Farm VP Management Corp. Dalton GA 236 N Hamilton St,,,Salesforce
10794538,Inactive Investor,Louis Gottlieb,Financial Advisor,"Osaic Wealth, Inc. Deerfield IL 707 Lake Cook Rd",lgottlieb@royalaa.com,,Salesforce
10856294,Inactive Investor,Kevin Mullins,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",kevin.mullins@valic.com,,Salesforce
10774966,Inactive Investor,Yussuf Obaid,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",yussuf.obaid@ml.com,,Salesforce
11197731,Inactive Investor,Courtney Cramer,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",courtney.cramer@wfafinet.com,,Salesforce
11232014,Inactive Investor,Samuel Grusendorf,Client Service Associate,Commonwealth Financial Network San Antonio TX 1901 NW Military Hwy,sgrusendorf@commonwealth.com,,Salesforce
9575143,,Shawn Duburg,,,shawn.duburg@unionbank.com,,List import
11014858,Inactive Investor,Connor O'Keefe,Financial Advisor,"TFB Advisors, LLC",connoro@taxfavoredbenefits.com,,Salesforce
11164270,Inactive Investor,Adam Lucart,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9578195,,Dustin Bailey,,,dustin@teambailey.net,,List import
11106619,Inactive Investor,Ashley Mackay,Client Service Associate,Morgan Stanley Longview TX 911 W Loop 281,ashley.mackay@morganstanley.com,,Salesforce
10758559,Inactive Investor,Heather Weber,Managing Director;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",heather_weber@ml.com,,Salesforce
10933698,Inactive Investor,David Stay,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,david.stay@thrivent.com,,Salesforce
10985720,Inactive Investor,Rafael Flores,,J.P. Morgan Securities LLC Edinburg TX 4203 S McColl Rd,rafael.flores@jpmorgan.com,,Salesforce
374300,,Brett Rodriguez,FA,MS,brett.rodriguez@ms.com,,Salesforce
11173168,Inactive Investor,Michael Gabriyelyan,,J.P. Morgan Securities LLC Bothell WA 912 164th St SE,,,Salesforce
11034644,Inactive Investor,Amged Yousef,,LPL Financial LLC Killeen TX 4103 E Central Texas Expy,amged.yousef@lpl.com,,Salesforce
10857500,Inactive Investor,Stevan Kafitz,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10871626,Inactive Investor,Alexis Howard,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",lexi.howard@wellsfargoadvisors.com,,Salesforce
11197987,Inactive Investor,John Trobiano,Financial Advisor,LPL Financial LLC Bedminster NJ 500 Hills Dr,john.trobiano@lpl.com,,Salesforce
9648207,,Anthony Stephens,,,antstephens675@gmail.com,,List import
10975491,Inactive Investor,Amy Stiner,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
11190666,Inactive Investor,James Fisher,Financial Advisor,Edward Jones Quincy IL 707 N 24th St,jamie.fisher@edwardjones.com,,Salesforce
11015834,Inactive Investor,Percy Avetrani,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",percy.avetrani@nm.com,,Salesforce
11053737,Inactive Investor,Jeffry Palmer,,"Concourse Financial Group Securities, Inc. Vidalia GA 207 E 3rd St",jeffry.palmer@concoursefinancial.com,,Salesforce
10945124,Inactive Investor,Sheila Ruiz,Chief Compliance Officer,Fogel Capital Management Inc,sheila@fogelcapital.com,,Salesforce
10973602,Inactive Investor,Patricia Nedland,,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,pnedland@primerica.com,,Salesforce
340975,,Patti Szczepaniak,Office Manager,Element Partners,patti@elementpartners.com,609-923-1389,Manual List Upload
10779798,Inactive Investor,Michael Schroeder,Chairman;Director,Robert W. Baird & Co. Incorporated,,,Salesforce
11049709,Inactive Investor,Brandy Mahoney,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,brandy.mahoney@fidelity.com,,Salesforce
11059722,Inactive Investor,Becky Jackson,,NYLIFE Securities LLC Monterey CA 29 Cramden Dr,bbjackson@ft.newyorklife.com,,Salesforce
10894995,Inactive Investor,Joyce Green,,LPL Financial LLC Miami Beach FL 1005 Kane Concourse,joyce.green@lpl.com,,Salesforce
11196170,Inactive Investor,William Ward,,"Concourse Financial Group Securities, Inc. Bloomfield Hills MI 43252 Woodward Ave",william.ward@concoursefinancial.com,,Salesforce
11108400,Inactive Investor,James Osterhouse,,"Bankers Life Securities, Inc. Grand Rapids MI 3350 Eagle Park Dr NE",james.osterhouse@bankerslife.com,,Salesforce
11096037,Inactive Investor,Michael Bidolli,,PFS Investments Inc. Southfield MI 24725 W 12 Mile Rd,michael.bidolli@primerica.com,,Salesforce
11040490,Inactive Investor,Candido Palomarez,,"Osaic Wealth, Inc. Minneapolis MN 11060 1st Ave N",,,Salesforce
11164394,Inactive Investor,Cody Benally,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11232304,Inactive Investor,Peyton Janto,,"Wells Fargo Clearing Services, LLC West Bend WI 1715 W Paradise Dr",,,Salesforce
11121480,Inactive Investor,Keaton Leslie,Financial Assistant,Commonwealth Financial Network Overland Park KS 10801 Mastin St,,,Salesforce
10935608,Inactive Investor,Joshua Jenkins,Chief Investment Officer,Lutz Financial,jjenkins@lutz.us,,Salesforce
10818163,Inactive Investor,Scott Ferguson,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Financial Planner;Investment Strategist;Retirement Income Pla,Financial Concepts,stf@fincon.net,,Salesforce
10647578,,Edi Crow,,,ecrow@tiaa-cref.org,,List Import
11085632,Inactive Investor,Erwin Santos,,"Wells Fargo Clearing Services, LLC Tracy CA 2600 S Tracy Blvd",erwin.santos@wellsfargoadvisors.com,,Salesforce
11090018,Inactive Investor,Augustus Spaulding,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Denver CO 1144 15th St",gspaulding@cressetcapital.com,,Salesforce
11143965,Inactive Investor,Kimberly Hardy,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",megan.hardy@ml.com,,Salesforce
10983207,Inactive Investor,Senthilkumar Padmanaban,,"World Equity Group, Inc.",,,Salesforce
10997778,Inactive Investor,William Hensler,Financial Advisor,LPL Financial LLC Madison IN 201 Clifty Dr,william.hensler@lpl.com,,Salesforce
10944915,Inactive Investor,Jennifer Graves,,UBS Financial Services Inc. Fresno CA 5200 N Palm Ave,jennifer.gibson@ubs.com,,Salesforce
10770246,Inactive Investor,Chad Hawkins,,J.P. Morgan Securities LLC Wichita Falls TX 4245 Kemp Blvd,chad.hawkins@jpmorgan.com,,Salesforce
10612187,,Steven Cangialosi,"Private Wealth Advisor, Vice President",,scangialosi@rockco.com,,List Import
9617408,,Kalle Svensson,,,stashadetillreckligt3@gmail.com,,List import
11015561,Inactive Investor,Jacqueline Anderson,,"Allstate Financial Services, LLC Lake Mary FL 3895 Lake Emma Rd",,,Salesforce
10813977,Inactive Investor,David Kelley,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",david.kelley@schwab.com,,Salesforce
11025184,Inactive Investor,Taylor Lewis,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,,,Salesforce
9589762,,Alexandru-Dan Balan,,,alexandru.d.balan@gmail.com,,List import
10887061,Inactive Investor,Gregory Neatrour,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,,,Salesforce
10876516,Inactive Investor,Richard Middleton,Financial Advisor,LPL Financial LLC Frisco TX 5850 Town and Country Blvd,richard.middleton@lpl.com,,Salesforce
11117783,Inactive Investor,Pamela Mah,Financial Advisor,"American Independent Securities Group, LLC Honolulu HI 615 Piikoi St",pamela@americanisg.com,,Salesforce
10844219,Inactive Investor,Kristen Koch,Member;Partner,"West Coast Financial, LLC",,,Salesforce
10787655,Inactive Investor,Lorraine Bishop,,"Sorrento Pacific Financial, LLC Pasadena CA 161 Sequoia Dr",lbishop@mybd.com,,Salesforce
11142388,Inactive Investor,Abraham Cabrera,Client Investment Associate,J.P. Morgan Securities LLC Fort Lauderdale FL 5500 S Flamingo Rd,abraham.j.cabrera@jpmorgan.com,,Salesforce
11077039,Inactive Investor,Vincent Villodas,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,v.timothy.villodas@jpmorgan.com,,Salesforce
9545202,,Balopi Kebapetswe,,,balopi.kebapetswe@gmail.com,,List import
9630503,,Divasdh Singh,,,divashs@gmail.com,,List import
11205147,Inactive Investor,Jordan Hawks,Client Advisor,Rockefeller Financial LLC Arlington VA 1812 N Moore St,jhawks@rockco.com,,Salesforce
335337,,Julianne Miller,Enrolled Agent,Northwest Financial Services Inc,jmiller@northwestfinancial.net,317-844-0448,Manual List Upload
11111408,Inactive Investor,Brian Shepard,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brian.shepard@schwab.com,,Salesforce
11007331,Inactive Investor,Joshua Levy,,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",joshua.levy@valic.com,,Salesforce
10905663,Inactive Investor,Julie Johnson,,State Farm VP Management Corp. Perrysburg OH 221 Louisiana Ave,juliejohnson@statefarm.com,,Salesforce
10760898,Inactive Investor,Michael Phillips,Vice President - Wealth Management,UBS Financial Services Inc. Annapolis MD 3 Park Pl,mike.phillips@ubs.com,,Salesforce
9567063,,Matthew Meek,,,matthew.meek@hdvest.net,,List import
11147383,Inactive Investor,Jon Oosting,,"Fifth Third Securities, Inc. Muskegon MI 710 Seminole Rd",,,Salesforce
10988044,Inactive Investor,Ronald Murray,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,ronmurray@primerica.com,,Salesforce
10942132,Inactive Investor,Katie Hageman,,"Horace Mann Investors, Inc. Springfield IL 103 S 7th St",,,Salesforce
11101830,Inactive Investor,Anthony Anzalone,,J.P. Morgan Securities LLC New York NY 28 Liberty St,anthony.r.anzalone@jpmorgan.com,,Salesforce
10959563,Inactive Investor,Ebony Coston,,PFS Investments Inc. Gardena CA 1225 W 190th St,ecoston@primerica.com,,Salesforce
10930098,Inactive Investor,Bradley Schwartz,Financial Advisor,Edward Jones Daytona Beach FL 1737 N Clyde Morris Blvd,,,Salesforce
10885221,Inactive Investor,Ryan Kinney,Financial Advisor,Edward Jones Chula Vista CA 900 Lane Ave,ryan.kinney@edwardjones.com,,Salesforce
10893440,Inactive Investor,Tommy Wright,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",wright.tom@principal.com,,Salesforce
11149019,Inactive Investor,Lia Cervantes,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11143171,Inactive Investor,Mengning Zhou,,"MML Investors Services, LLC Fremont CA 2201 Walnut Ave",frankmengningzhou@financialguide.com,,Salesforce
11185339,Inactive Investor,Paul Montgomery,Chief Compliance Officer;Director - Research;Portfolio Manager,"Scotia Partners, LLC",paul@scotiapartners.com,,Salesforce
10646947,,Jeffrey Swingle,,,jeffrey.swingle@edwardjones.com,,List Import
11086537,Inactive Investor,Thomas Waller,Financial Advisor,Edward Jones Janesville WI 2100 W Court St,thomas.waller@edwardjones.com,,Salesforce
9603765,,BOZ MENZALJI,,,boz@akash.network,,List import
10780213,Inactive Investor,Adriane Evans,,Hilltop Securities Inc. Sarasota FL 1990 Main St,adriane.evans@hilltopsecurities.com,,Salesforce
11162073,Inactive Investor,Mohammad Aiman Cheikhali,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",aiman.cheikhali@nm.com,,Salesforce
11204240,Inactive Investor,Phillip Tsang,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Honolulu HI 1600 Kapiolani Blvd",phillip.tsang@mutualofomaha.com,,Salesforce
9581923,,Barbara Mckenna,,,bjm@longfellowinvestment.com,,List import
11085883,Inactive Investor,Huy Nguyen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",huy_nguyen@ml.com,,Salesforce
10942883,Inactive Investor,Kevin Mooney,,"Wells Fargo Clearing Services, LLC Doylestown PA 115 W Court St",,,Salesforce
9625603,,OKHOON LEE,,,leeokhoon828@naver.com,,List import
10793460,Inactive Investor,Linda Black,,LifeMark Securities Corp. Leesburg VA 101 Loudoun St SW,lblack@lifemark.com,,Salesforce
9579371,,Gunjan Patel,,,gmpatel7@gmail.com,,List import
10990822,Inactive Investor,Colin Cady,Associate,First Kentucky Securities Corporation,ccady@firstky.com,,Salesforce
10895522,Inactive Investor,James Taylor,,Cetera Advisors LLC Peoria Heights IL 4700 N Prospect Rd,james.taylor@ceteraadvisors.com,,Salesforce
11254918,Inactive Investor,Greyson Hanna,Financial Advisor,PAX Financial Group,greyson@paxfg.com,,Salesforce
10785777,Inactive Investor,Robert Weagley,Financial Planner;Investment Advisor,Sundvold Financial Columbia MO 3610 Buttonwood Dr,rweagley@sundvold.com,,Salesforce
10938308,Inactive Investor,Alyssa Schoenfeld,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10960383,Inactive Investor,Colton Hamman,Financial Consultant Trainee;Investor Development,"Charles Schwab & Co., Inc. Los Angeles CA 355 S Grand Ave",,,Salesforce
10818957,Inactive Investor,Lucas Hemling,,Morgan Stanley Palm Beach FL 450 Royal Palm Way,lucas.hemling@morganstanley.com,,Salesforce
9608000,,Yi Li,,,ronicalee@gmail.com,,List import
348041,,Tim Greaves,"Partner, CPA","Cain, Watters & Associates, Llc",tim@cainwatters.com,972-233-3323,Manual List Upload
10810778,Inactive Investor,Keven Crabtree,,"Parkland Securities, LLC Fergus Falls MN 1916 College Way",kcrabtree@parklandrep.com,,Salesforce
9641053,,Rodney Michael,,,rodandellen@live.com,,List import
10985220,Inactive Investor,Jillian Tizapantzi,,J.P. Morgan Securities LLC Gig Harbor WA 5004 Pt Fosdick Dr NW,jillian.tizapantzi@jpmorgan.com,,Salesforce
11183596,Inactive Investor,Jaime Cuenca,,"Allstate Financial Services, LLC",jaimecuenca@allstate.com,,Salesforce
11045946,Inactive Investor,Thomas Curran,,"Sanford C. Bernstein & Co., LLC",thomas.curran@bernstein.com,,Salesforce
10618118,,John Scanlon,,,jscanlon@ceteranetworks.com,,List Import
10875688,Inactive Investor,Grace Andrus,Financial Advisor,Edward Jones Riverton WY 324 E Washington Ave,grace.andrus@edwardjones.com,,Salesforce
123228,,Frank Bain,,"Cwm, Llc",fbain@carsoninstitutional.com,,
10767530,Inactive Investor,Joseph Eppy,Investment Advisor,"MML Investors Services, LLC Fort Lauderdale FL 501 E Las Olas Blvd",jeppy@massmutual.com,,Salesforce
11211011,Inactive Investor,Donna Kahlenberg,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,donna.kahlenberg@thrivent.com,,Salesforce
10894188,Inactive Investor,Lonna Near,,Morgan Stanley Sheboygan WI 2124 Kohler Memorial Dr,,,Salesforce
9595587,,John Ryan,,,jbr@doodlerepublic.com,,List import
11100797,Inactive Investor,David Provolt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.provolt@fidelity.com,,Salesforce
10926157,Inactive Investor,Benjamin Mcpherson,Financial Advisor,Edward Jones Lockport NY 389 Davison Rd,ben.mcpherson@edwardjones.com,,Salesforce
11182057,Inactive Investor,Steven Sutton,,LPL Financial LLC Charlotte NC 5950 Fairview Rd,steven.sutton@lpl.com,,Salesforce
11157355,Inactive Investor,Theodore Vernon,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",theodore.vernon@nm.com,,Salesforce
373731,,Herry Stallings,,[Unknown],hstallings@gmail.com,,source
338493,,Mary Sisson,Vice President,"Howe And Rusling, Inc.",msisson@howeandrusling.com,585-325-4140,Manual List Upload
9565609,,Francis Bowen,,,rbowen@e-winslow.com,,List import
10985011,Inactive Investor,Joshua Sonnhalter,President;Regulatory Contact,Warther Private Wealth,josh@wartherprivatewealth.com,,Salesforce
11164060,Inactive Investor,Carson Bischoff,Financial Advisor,Edward Jones Loveland CO 1686 Topaz Dr,carson.bischoff@edwardjones.com,,Salesforce
11092364,Inactive Investor,Marc Simon-Vermot,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,marc.simonvermot@ubs.com,,Salesforce
10969428,Inactive Investor,Joseph Rodriguez,Chief Compliance Officer;Director - Operations,"Matriarch Wealth Management, LLC",joseph@matriarchwm.com,,Salesforce
10940424,Inactive Investor,Diana Lowry,Financial Advisor,Edward Jones Dewitt MI 13155 Schavey Rd,diana.lowry@edwardjones.com,,Salesforce
10871328,Inactive Investor,Clifford Hodge,Chief Investment Officer,Cornerstone Wealth,chodge@cwgadvisors.com,,Salesforce
338655,,James Gordon,Managing Director Of The Registrant,"Edgewater Services, Llc",jim@edgewaterfunds.com,312-649-5666,Manual List Upload
10753656,Inactive Investor,James Petika,Financial Advisor,UBS Financial Services Inc. Clearwater FL 311 Park Place Blvd,james.petika@ubs.com,,Salesforce
9595326,,Don Lee,,,dhlee070@gmail.com,,List import
11128618,Inactive Investor,Kristy Berger,,"APW Capital, Inc. Wichita KS 8100 E 22nd St N",,,Salesforce
11002587,Inactive Investor,Luke Lang,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",luke.lang@nm.com,,Salesforce
11184082,Inactive Investor,Brendan McNeill,,Robert W. Baird & Co. Incorporated Boston MA 125 High St,bmcneill@rwbaird.com,,Salesforce
10844860,Inactive Investor,James Corts,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,james.corts@lpl.com,,Salesforce
11163354,Inactive Investor,Dave Mendez,,"First Command Brokerage Services, Inc. Montgomery AL 1930 Berryhill Rd",damendez@firstcommand.com,,Salesforce
10873559,Inactive Investor,Patrick Svehla,,"Ameriprise Financial Services, LLC Camp Hill PA 214 Senate Ave",,,Salesforce
11157720,Inactive Investor,Giancarlo Fernandez,Investment Advisor Representative,"Fendz Asset Management, Inc.",gfernandez@fendzusa.com,,Salesforce
11168946,Inactive Investor,Paul Demil,,"Farmers Financial Solutions, LLC Petaluma CA 323 Howard St",pdemil@farmersagent.com,,Salesforce
10805351,Inactive Investor,Michael Diemer,,"American Portfolios Financial Services, Inc. Bonita Springs FL Private Residence",mdiemer@americanportfolios.com,,Salesforce
11217879,,Crystal Bowles,,,crystal.bowles@lpl.com,,List Import
9622090,,Raymond Murphy,,,bigmurf100@gmail.com,,List import
10977567,Inactive Investor,Justus Weiss,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10756305,Inactive Investor,William French,Wealth Management Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,will.french@morganstanley.com,,Salesforce
10779205,Inactive Investor,Brian Harrison,Senior Registered Associate,Morgan Stanley Baltimore MD 1201 Wills St,brian.harrison@morganstanley.com,,Salesforce
9547667,,Robert Shier,,,bshier@hpmpartners.com,,List import
9546243,,Sefani Tadesse,,,sofiet2000@yahoo.com,,List import
10979141,Inactive Investor,Fatou Kasse,,J.P. Morgan Securities LLC Berkeley CA 2352 Shattuck Ave,fatou.kasse@chase.com,,Salesforce
9647309,,Stacey Savitsky,,,ssavitsky@htk.com,,List import
201604,,Joanita Titan,,Tokenomy,joanitatitan@gmail.com,3474985023,
10877346,Inactive Investor,David Boardman,Asset Manager;Financial Planner;Managing Member;Portfolio Manager,"Diablo Investment Advisors, LLC",david@diabloinvest.com,,Salesforce
10866477,Inactive Investor,Timothy Shannon,,"Farmers Financial Solutions, LLC Simi Valley CA 5775 E Los Angeles Ave",tshannon@farmersagent.com,,Salesforce
242974,,Matt Bret,Senior PM,UBS,matt.bret@ubs.com,,Manual List Upload
9582473,,John Bailey,,,john.bailey@lumenai.net,,List import
10897962,Inactive Investor,Mignon Donegan,,"Charles Schwab & Co., Inc. Lake Grove NY 2095 Smith Haven Plz",mignon.donegan@schwab.com,,Salesforce
11159912,Inactive Investor,David Phillips,Chief Compliance Officer;Managing Member;Principal,"Templeton & Phillips Capital Management, LLC",,,Salesforce
11125373,Inactive Investor,Stephen Magana,Financial Advisor;Wealth Advisor,LPL Financial LLC Las Vegas NV 10610 Southern Highlands Pkwy,steve.magana@lpl.com,,Salesforce
10950774,Inactive Investor,Tyler Richardson,,Country Capital Management Company Franklin TN 4115 Mallory Ln,tyler.richardson@countryfinancial.com,,Salesforce
10930832,Inactive Investor,Augustus Thompson,,Cetera Financial Specialists LLC Durham NC 3622 Lyckan Pkwy,augustus.thompson@ceterafs.com,,Salesforce
11122529,Inactive Investor,Kevin Hrdlicka,Chief - Staff;Chief Operating Officer;Regulatory Contact,Savant Wealth Management,khrdlicka@savantwealth.com,,Salesforce
5171094,,Bruce Maxfield,,,bruce.maxfield@proton.me,,Web Form Fillout
10861093,Inactive Investor,Josue Edouard,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",josue.edouard@wfadvisors.com,,Salesforce
352363,,Kristi Mattiuz,Controller,Webb Financial Group,kristi@webbfinancial.com,952-837-3200,Manual List Upload
10861433,Inactive Investor,Hoan Pham,Private Client Banker;Vice President,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,hoan.pham@jpmorgan.com,,Salesforce
10766763,Inactive Investor,Ryan Palmquist,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,palmquistr@ceteranetworks.com,,Salesforce
9621629,,Jose Sanchez,,,jose.sanchez789@yahoo.com,,List import
11199694,Inactive Investor,Stephen Lawandales,Financial Advisor,LPL Financial LLC Marietta GA 732 Kennesaw Ave NW,s.lawandales@lpl.com,,Salesforce
10777691,Inactive Investor,Stephen Seiber,Senior Vice President - Wealth Management,UBS Financial Services Inc. Hailey ID Private Residence,stephen.seiber@ubs.com,,Salesforce
10796135,Inactive Investor,Seth Adams,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New London CT 2 Union Plz,seth.adams@ubs.com,,Salesforce
11207201,Inactive Investor,Patrick Sienko,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",pat.sienko@rbc.com,,Salesforce
211816,,Matthew Moon,Research Associate,KBW,moonm@kbw.com,,Content
10982791,Inactive Investor,Katina Mcdonald,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",katina.mcdonald@tiaa.org,,Salesforce
10616098,,Janice Arlington,,,janice.m.arlington@ampf.com,,List Import
10905446,Inactive Investor,Brittanie Wilk,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",bdesroches@massmutual.com,,Salesforce
10494532,,Jennifer Winters,Chief Operating Officer,"Financial Gravity Asset Management, Inc.",jennifer.winters@sofosinvestments.com,,List Import
10875206,Inactive Investor,Mark Holihan,,"Farmers Financial Solutions, LLC Park Ridge IL 3 S Prospect Ave",mark.ehamzic@farmersagency.com,,Salesforce
9555849,,Brian Hershberger,,,bhershberger@omniadvisors.com,,List import
10879024,Inactive Investor,Erik Kimoto,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Manhattan Beach CA 400 Manhattan Beach Blvd",erik.kimoto@unionbank.com,,Salesforce
10961247,Inactive Investor,Danny Sullivan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11107679,Inactive Investor,Letha Maldonado,,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",,,Salesforce
10994587,Inactive Investor,Andrew White,,State Farm VP Management Corp.,,,Salesforce
11191963,Inactive Investor,Ronald Stair,,LPL Financial LLC East Meadow NY 90 Merrick Ave,ronald.stair@lpl.com,,Salesforce
10958151,Inactive Investor,Dione Walden,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,dione.walden@fidelity.com,,Salesforce
10902178,Inactive Investor,Candelario Bermudez,,J.P. Morgan Securities LLC El Monte CA 12039 Valley Blvd,candelario.bermudez@jpmorgan.com,,Salesforce
10900658,Inactive Investor,Michael Mohl,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Sidney MT 209 S Central Ave",michael.m.mohl@ampf.com,,Salesforce
11030507,Inactive Investor,Nicole Katav,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",nicole.katav@nm.com,,Salesforce
11181261,Inactive Investor,Matteo Nadalutti,,Citigroup Global Markets Inc.,,,Salesforce
10923073,Inactive Investor,Yupeng Fu,,"Liberty Partners Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",,,Salesforce
10797535,Inactive Investor,Rick Napholz,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 325 N Corporate Dr",rick.a.napholz@ampf.com,,Salesforce
2323741,,Noel Lopez,,,gqjnl@aol.com,,
10791465,Inactive Investor,Brittany Rosenberger,Assistant Vice President;Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,brittany.bache@pnc.com,,Salesforce
10955846,Inactive Investor,Diomarvellous Nsofor,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11049139,Inactive Investor,Christopher Fagley,Chief Compliance Officer;Director - Operations,"FourThought Financial Partners, LLC.",chrisfagley@fourthought.com,,Salesforce
209155,,Katia Babbar,,[Unknown],katia@immersive-finance.com,,source
11197096,Inactive Investor,Robert Davenport,Principal;Wealth Advisor,Farther Las Vegas NV Private Residence,,,Salesforce
11175231,Inactive Investor,George Forbis,Financial Advisor,"Ameriprise Financial Services, LLC Brentwood TN 1616 Westgate Cir",george.w.forbis@ampf.com,,Salesforce
10999672,Inactive Investor,Matthew Schloemann,,J.P. Morgan Securities LLC Branford CT 1151 W Main St,,,Salesforce
11071658,Inactive Investor,Michael Haney,,"Gradient Securities, LLC Lexington KY 114 Dennis Dr",,,Salesforce
86751,,Hemant Gandre,Vice President,Deutsche Bank,hemantg@hotmail.com,,Event
11183320,Inactive Investor,Jodie Kessler,,"Wells Fargo Advisors Financial Network, LLC Orange CA 701 S Parker St",jodie.kessler@wellsfargoadvisors.com,,Salesforce
9637595,,Ben Viemeister,,,ben@osbornepartners.com,,List import
10853215,Inactive Investor,Matthew Woods,Member;Partner,Waypoint Wealth Counsel LLC,mwoods@waypointwc.com,,Salesforce
339188,,Joseph Taiber,Managing Member,Advisor Os Llc,jtaiber@advisor-os.com,312-300-4781,Manual List Upload
196242,,Robert Trujillo,,"Royal Alliance Associates, Inc.",rtrujillo@royalaa.com,919-263-8603,
11129633,Inactive Investor,Thomas Herrick,,Cary Street Partners,therrick@carystreetpartners.com,,Salesforce
10897983,Inactive Investor,David Abramson,Real Estate Analyst,"Bailard, Inc.",dabramson@bailard.com,,Salesforce
10928424,Inactive Investor,Morgan Harris,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
10618961,,Jeffrey Grange,,,jeffrey.grange@morganstanley.com,,List Import
10802287,Inactive Investor,William Kubicz,Financial Advisor,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",william.kubicz@raymondjames.com,,Salesforce
9578961,,Vernon McMiles,,,vern.mcmiles@gmail.com,,List import
10754630,Inactive Investor,Gregory Griffin,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,greg.r.griffin@morganstanley.com,,Salesforce
9594894,,James Linebarger,,,james.linebarger@hansonmcclain.com,,List import
11035924,Inactive Investor,Michael Flanagan,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MO 2804 Forum Blvd",michael_flanagan@ml.com,,Salesforce
10991410,Inactive Investor,Joshua Dunlop,Wealth Advisor,LPL Financial LLC Englewood CO 7173 S Havana St,joshua.dunlop@lpl.com,,Salesforce
10879401,Inactive Investor,Travis Knight,Partner;Private Wealth Manager,Creative Planning,travis.knight@creativeplanning.com,,Salesforce
10576581,,Alham Akhyar,,,alhamakhyar03@gmail.com,,Web Form Fillout
11192448,Inactive Investor,Brandon Fasenmyer,Financial Advisor,"Citizens Securities, Inc. Verona PA 6125 Saltsburg Rd",brandon.fasenmyer@citizenssecurities.com,,Salesforce
11213481,Inactive Investor,Phat Trang,,"Transamerica Financial Advisors, Inc Malvern PA 101 Lindenwood Dr",phat.trang@transamerica.com,,Salesforce
10823292,Inactive Investor,Brady Christensen,Client Advisor,"Raymond James & Associates, Inc.",brady.christensen@raymondjames.com,,Salesforce
9564327,,Jacqueline Sullivan,,,jacqueline561@gmail.com,,List import
10795403,Inactive Investor,Anne Southworth,Financial Planning Associate;Vice President;Wealth Management Associate,Morgan Stanley Richmond VA 901 E Byrd St,,,Salesforce
10770479,Inactive Investor,Kathryn Voegeli,,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,kathryn.voegeli@opco.com,,Salesforce
11169292,Inactive Investor,Andrew Shields,Registered Client Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,andrew.shields@ubs.com,,Salesforce
10812846,Inactive Investor,Jason Flanagan,Private Client Advisor,J.P. Morgan Securities LLC Riverside CA 10355 Magnolia Ave,jason.flanagan@jpmorgan.com,,Salesforce
9640045,,Colette Easter,,,colette.easter@fristfoundation.org,,List import
10797691,Inactive Investor,Shanon Ohlweiler,Director - Business Strategy;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,shanon.b.ohlweiler@morganstanley.com,,Salesforce
5473749,,Devendra Shrivastava,,,dev1215@gmail.com,,Web Form Fillout
10808636,Inactive Investor,Omar Latif,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",latifo@stifel.com,,Salesforce
10856680,Inactive Investor,Shawn Longley,,"Wells Fargo Advisors Financial Network, LLC Fond Du Lac WI 249 N Country Ln",shawn.longley@wellsfargoadvisors.com,,Salesforce
9612441,,David Covas,,,david.covas@oberweis.net,,List import
10776033,Inactive Investor,Gregg Sheppelman,Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10957599,Inactive Investor,Elizabeth Murillo,Financial Advisor,Edward Jones Salinas CA 201 Monterey Salinas Hwy,,,Salesforce
9549528,,Susan Knox,,,sknox@financialguide.com,,List import
11194414,Inactive Investor,Shawn Loring,Advisor,"Osaic Wealth, Inc. Livingston TX 619 N Washington Ave",,,Salesforce
10806688,Inactive Investor,Dean Ludwig,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
158524,,Nancy Bosire,,[Unknown],bozaya@hotmail.com,,
10802420,Inactive Investor,John St Pierre,Financial Advisor,Edward Jones Greenland NH 381 Portsmouth Ave,john.stpierre@edwardjones.com,,Salesforce
11006671,Inactive Investor,Johnathan Raab,,State Farm VP Management Corp. Atlanta GA 1448 Woodmont Ln NW,,,Salesforce
11024373,Inactive Investor,Terry Humes,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10987706,Inactive Investor,Jorge Fortune,,NYLIFE Securities LLC San Dimas CA 140 Via Verde,jjfortune@ft.newyorklife.com,,Salesforce
9628596,,David Varas Obiols,,,varitas10@gmail.com,,List import
11160526,Inactive Investor,John Henley,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10365366,,Thatiane Domingues,,,compras@cofratec.com.br,,Web form fillout
11108724,Inactive Investor,Richard Isaacs,Registered Principal,LPL Financial LLC Las Vegas NV Private Residence,richard.g.isaacs@lpl.com,,Salesforce
10829636,Inactive Investor,Renee Denha,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",renee.denha@nm.com,,Salesforce
10824527,Inactive Investor,Justin Roman,,Evercore Group L.L.C.,justin.roman@evercore.com,,Salesforce
5552,,Steven -,,[[Unknown]],sdn@earthlink.net,,Initial Salesforce Import
10751129,,Abuh Hussan,,,abuhhussan047@gmail.com,,Web Form Fillout
199087,,Rada Kleyman,,[Unknown],rada.kleyman@gmail.com,,Paid Social
116251,,Barclay Douglas,Partner,"Slocum, Gordon & Co. Llp",bdouglas@slocumgordon.com,401-849-4900,Manual List Upload
1002930,Inactive Investor,Savannah Campbell,Director of Research,Twin Focus Capital Partners,savannah.campbell@twinfocuscapital.com,(617) 720-4500,
10954044,Inactive Investor,Dominik Maas,,Fidelity Brokerage Services LLC,dominik.maas@fidelity.com,,Salesforce
9643734,,Argelia Vázquez,,,pal.afore@hotmail.com,,List import
11123389,Inactive Investor,Thomas Bryan,,"Equitable Advisors, LLC Bala Cynwyd PA 40 Monument Rd",thomas.bryan@equitable.com,,Salesforce
10965164,Inactive Investor,Elizabeth Sheer,,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",,,Salesforce
11060782,Inactive Investor,Carissa Leone,,Key Investment Services LLC,carissa.leone@key.com,,Salesforce
221378,,Charlie Carr,,[Unknown],carryk210@aol.com,,Direct
11218634,,Melissa Chaffee,,,chaffeem@bellehaven.com,,Other
11091333,Inactive Investor,Robert Jones,Financial Advisor,Edward Jones Russellville AL 128 Jackson Ave N,mike.jones@edwardjones.com,,Salesforce
9543246,,Emeka Ojeh,,,emeka@joonopia.com,,List import
9610506,,frederic guidi,,,gfred0404@gmail.com,,List import
10398858,,MOHAMED NOOR,,,sabirsabiah@gmail.com,,Web Form Fillout
11121286,Inactive Investor,Lindsey Tervo,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,lindsey.tervo@lpl.com,,Salesforce
11029620,Inactive Investor,Paul Sharp,,"Acorns Securities, LLC",,,Salesforce
11080517,Inactive Investor,Sean Higgins,Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,sean.higgins@jpmorgan.com,,Salesforce
10852606,Inactive Investor,Ryan Moore,Financial Advisor,Edward Jones Deer Park WA 830 S Main St,ryan.moore@edwardjones.com,,Salesforce
10825978,Inactive Investor,Randall Mason,,Cetera Advisors LLC Englewood CO 6855 S Havana St,randy.mason@ceteraadvisors.com,,Salesforce
9553174,,William Froehlich,,,froehlich.william@principal.com,,List import
351809,,Greg Hylant,Senior Associate,Sverica Capital Management,ghylant@sverica.com,617-695-0221,Manual List Upload
370549,,Innocent Obinna,,Nigeria,overdosewinner@gmail.com,,Salesforce
10505222,,William Hudelmaier,PREFERRED CLIENT SERVICE ADVISOR,Independent Financial Solutions,whudelmaier2@yahoo.com,15169846957,List Import
11141007,Inactive Investor,David Michell,,Vanguard Marketing Corporation,david_michell@vanguard.com,,Salesforce
11145271,Inactive Investor,Patricia Mackiw,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,patricia.mackiw@morganstanley.com,,Salesforce
10753462,Inactive Investor,Kristi Hammond,Financial Advisor,Edward Jones Hope Mills NC 3077 N Main St,kristi.ivey@edwardjones.com,,Salesforce
10950673,Inactive Investor,Joshua Roark,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
11077364,Inactive Investor,Adam Altman,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",adam.altman@schwab.com,,Salesforce
10952054,Inactive Investor,Joshua Saber,,"Avantax Investment Services, Inc. Valencia CA 27200 Tourney Rd",,,Salesforce
11208781,Inactive Investor,Patrick Wallschlaeger,Director;Founder;Shareholder,"Midwest Professional Planners, Ltd.",pwallschlaeger@mpplplan.com,,Salesforce
10615610,,Patricia Parsons,Senior Financial Advisor,,trish@christopherstreet.com,,List Import
10890959,Inactive Investor,Jared Daniel,Founder;Managing Member;President,"Wealth Guardian Advisory, PLLC",jared.daniel@wealthguardiangroup.com,,Salesforce
11194784,Inactive Investor,Greggory Vaughn,,"Treehouse Financial, Inc Gilbert SC Private Residence",,,Salesforce
11007229,Inactive Investor,Ricardo Villarreal,,"Farmers Financial Solutions, LLC Edinburg TX 1508 S Lone Star Way",,,Salesforce
10753847,Inactive Investor,Don Holloschutz,Financial Advisor,"Ameriprise Financial Services, LLC Wyncote PA Private Residence",don.x.holloschutz@ampf.com,,Salesforce
11096022,Inactive Investor,Larry Engholm,,PFS Investments Inc. O'Fallon IL 506 W Hwy 50,larry.engholm@primerica.com,,Salesforce
11014947,Inactive Investor,Charles Boggio,,PFS Investments Inc. Longview TX 3122 Nealy Way,cboggio@primerica.com,,Salesforce
10489465,,Kim Pearson,"Assistant Vice President, Wealth Management Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",kim_pearson@ml.com,940-297-6982,List Import
11187964,Inactive Investor,Thomas Smythe,Financial Advisor,"MML Investors Services, LLC Charleston SC 40 Calhoun St",tsmythe@financialguide.com,,Salesforce
11001003,Inactive Investor,John Lindsey,,Wedbush Securities Inc. Denver CO 4600 S Ulster St,,,Salesforce
10935700,Inactive Investor,Donato Martone,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",don.martone@ml.com,,Salesforce
11160424,Inactive Investor,Eva Hooper,,"Avantax Investment Services, Inc.",,,Salesforce
11057218,Inactive Investor,Cherie Carmena,,Morgan Stanley Baton Rouge LA 400 Convention St,,,Salesforce
11062497,Inactive Investor,Joseph Hunt,,PFS Investments Inc. Montalba TX 24 Lakeside Dr,joseph.hunt@primerica.com,,Salesforce
10487082,,Kishor Lakshminarayan,,J.P. Morgan Securities LLC,kishor.ryan.lak@jpmorgan.com,,List Import
10927847,Inactive Investor,Hunter Danforth,,Fidelity Brokerage Services LLC,,,Salesforce
10657656,,Ryan Thielen,,,ryan.thielen@fmr.com,,List Import
10798615,Inactive Investor,Cyril Goddeeris,,Goldman Sachs & Co.,cyril.goddeeris@gs.com,,Salesforce
11146221,Inactive Investor,Bradley Dunlap,,State Farm VP Management Corp. Scottsdale AZ 7949 E Acoma Dr,,,Salesforce
10661747,,Sage Farrenholz,,,sage@coherence.finance,,List Import
10776474,Inactive Investor,Justin Vaicek,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",justin.vaicek@ml.com,,Salesforce
9583468,,Edwin Erickson,,,eerickson@massmutual.com,,List import
11046322,Inactive Investor,Melanie Hummer,Chief Compliance Officer;President,Hummer Financial Advisory Services Inc,mshummer@hummerfas.com,,Salesforce
10828617,Inactive Investor,Lina Hued,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",,,Salesforce
225784,,Robert Bousmaha,,Self,dad2ambs@hotmail.com,9192438007,Initial Salesforce Import
11022205,Inactive Investor,Robert Deblasio,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",robert.deblasio@wellsfargoadvisors.com,,Salesforce
9640883,,Pierre Barber,,,pbarber@cmpa.org,,List import
249150,,Manie Eagar,CEO,DigitalFutures,manie@digitalfutures.co,(604) 313-6261,Manual List Upload
9634277,,Bridge Craven,,,bridge.craven@gmail.com,,List import
11128770,Inactive Investor,Jacquelyn Notermann,Registered Assistant,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
348350,,Tara Maurer,"Manager, Investment Management Services","Touchstone Capital, Inc.",tmaurer@touchstonecapital.com,724-933-8388,Manual List Upload
11203597,Inactive Investor,Lisa Stack,Director;Managing Partner;Secretary;Treasurer,Stack Financial Management Inc,lisas@stackfinancialmanagement.com,,Salesforce
11145464,Inactive Investor,Martin Neary,Executive Director;Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10991527,Inactive Investor,Ryan Wagner,,"MML Investors Services, LLC Boston MA 280 Congress St",,,Salesforce
3106482,,Gahhzj Gxhjsn,,,kisorbag7@gmail.com,,
11091314,Inactive Investor,Luke Mills,,"Truist Investment Services, Inc. Greensboro NC 3318 W Friendly Ave",,,Salesforce
10772860,Inactive Investor,Bruce Marche,Financial Professional,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",bmarche@financialguide.com,,Salesforce
10886291,Inactive Investor,Gerard Clark,Chief Compliance Officer;Founder;President;Principal,RJL Financial Group,,,Salesforce
10773346,Inactive Investor,Daniel Morrisey,Senior Vice President,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,dmorrisey@rwbaird.com,,Salesforce
10842580,Inactive Investor,Todd Currier,Financial Advisor,Edward Jones Coral Springs FL 9879 W Sample Rd,todd.currier@edwardjones.com,,Salesforce
10888164,Inactive Investor,Boulos Michael,Chief Compliance Officer;Managing Member;Managing Partner;Wealth Advisor,Stewardship Wealth Management Solutions,boulos.michael@stewardshipwms.com,,Salesforce
10836082,Inactive Investor,Christina Cannizzaro,Client Associate,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,christina.cannizzaro@ubs.com,,Salesforce
10915758,Inactive Investor,Diane Agostino,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9602029,,Van Lam,,,vlam@meritcapital.com,,List import
11099755,Inactive Investor,Yadira Wright,,"Charles Schwab & Co., Inc. Alvord TX Private Residence",,,Salesforce
10846996,Inactive Investor,Aletha Farrell,,PFS Investments Inc. Newark CA 39899 Balentine Dr,aletha.farrell@primerica.com,,Salesforce
10659522,,David Shin,,,dshin@ziegler.com,,List Import
10647567,,Brandon Dornseif,,,brandon.dornseif@wellsfargoadvisors.com,,List Import
10942904,Inactive Investor,Mark Martorell,,LPL Financial LLC West Palm Beach FL 777 S Flagler Dr,,,Salesforce
10894441,Inactive Investor,Randy Tam,Founder;Managing Member;Managing Partner,Beyond Wealth Advisory LLC,rtam@beyondwealthadvisory.com,,Salesforce
10859479,Inactive Investor,Gregory Weinberg,,Grant Williams L.P.,,,Salesforce
68145,,Drew Deimel,Financial Advisor,HBKS Wealth Advisors,ddeimel@hbkswealth.com,814-459-1116,
11053594,Inactive Investor,Lucy Chou,Chief Compliance Officer;Co-Founder;Managing Member,Luna Partners,lchou@luna.partners,,Salesforce
340124,,Dustin Blodgett,CEO,Insight Capital Management,dustin@insightcapmgmt.com,925-362-9571,Manual List Upload
11079819,Inactive Investor,Cicely Jaubert-Thompson,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10979730,Inactive Investor,Scott Nelson,Senior Wealth Manager,"Boulay Financial Advisors, LLC",snelson@boulaygroup.com,,Salesforce
11032497,Inactive Investor,Daryl Osmus,Financial Advisor,Thrivent Investment Management Inc. Edmond OK 1616 E 19th St,daryl.osmus@thrivent.com,,Salesforce
9613483,,John Bailey,,,jb254@ntrs.com,,List import
10986103,Inactive Investor,Milton White,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",,,Salesforce
11203441,Inactive Investor,Anthony Smith,Financial Advisor,Lodestar Private Asset Management LLC,anthony@lodestarpam.com,,Salesforce
9615876,,Samuel Lieberman,,,sammylieberman@gmail.com,,List import
11008169,Inactive Investor,Pedro Fujiwara,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,plfujiwara@ft.newyorklife.com,,Salesforce
10767088,Inactive Investor,Paul Reile,Director - Investments;Managing Member;Owner,TFG Advisors,paul@tfg-advisors.com,,Salesforce
11162553,Inactive Investor,Michael Grann,,"FBL Marketing Services, LLC Spring Hill KS 117 S Main St",michael.grann@fblfinancial.com,,Salesforce
11035018,Inactive Investor,Meyling Marin,,"Farmers Financial Solutions, LLC Riverside CA 6670 Van Buren Blvd",,,Salesforce
10648043,,Nicholas Gerber,,,ngerber@marygoldandco.com,,List Import
11177479,Inactive Investor,Julia Ford,,Citigroup Global Markets Inc.,,,Salesforce
10493172,,N M,,,spamandcrap5@gmail.com,,Web Form Fillout
9624122,,marcos Velez,,,marcos.velezocampo@canalsecurities.com,,List import
10915596,Inactive Investor,Timothy Martens,Financial Advisor,Edward Jones Mukwonago WI 121 Wolf Run,tim.martens@edwardjones.com,,Salesforce
10837057,Inactive Investor,Thomas Royce,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lisle IL 1011 Warrenville Rd",thomas.royce@ampf.com,,Salesforce
11056739,Inactive Investor,Ryan Rech,,LPL Financial LLC Jacksonville FL 12058 San Jose Blvd,ryan.rech@lpl.com,,Salesforce
10657465,,Mark Steggerda,,,mark.steggerda@countryfinancial.com,,List Import
11233021,Inactive Investor,Terry Gras,,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",,,Salesforce
10661733,,Ashley Hartman,,,ashley@bluesteinventures.com,,List Import
9626234,,Dragos Penescu,,,dragos_penescu10@yahoo.com,,List import
11119697,Inactive Investor,Kevin Gildner,,Commonwealth Financial Network Wellsville NY 343 N Main St,kgildner@commonwealth.com,,Salesforce
10810490,Inactive Investor,Mark Roach,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Chicago IL 801 N Clark St",mark.roach@usbank.com,,Salesforce
10790639,Inactive Investor,Peter McDonald,Financial Advisor,Edward Jones Rocklin CA 4275 Rocklin Rd,pete.mcdonald@edwardjones.com,,Salesforce
11013571,Inactive Investor,Carlos Gonzalez,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11057140,Inactive Investor,Thomas Turi,Financial Planning Specialist,"Ameriprise Financial Services, LLC Red Bank NJ 200 Schulz Dr",thomas.turi@ampf.com,,Salesforce
10915488,Inactive Investor,Leslie O'Malley,,"Wells Fargo Advisors Financial Network, LLC Beachwood OH 3201 Enterprise Pkwy",,,Salesforce
372707,,Tim Rowse,,[Unknown],trowses2003@gmail.com,,source
10809165,Inactive Investor,Julie Vetter,,"Sorrento Pacific Financial, LLC Mankato MN 300 Saint Andrews Dr",jvetter@mybd.com,,Salesforce
10658746,,Nicholas Georgalas,,,nicholas.georgalas@fmr.com,,List Import
11176735,Inactive Investor,Edward Dipietro,,"Next Financial Group, Inc. Gilbertsville PA Private Residence",,,Salesforce
11088698,Inactive Investor,Cameron Smith,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",,,Salesforce
11010217,Inactive Investor,Shelton Hansen,,Country Capital Management Company Liberty Lake WA 695 N Legacy Ridge Dr,shelton.hansen@countryfinancial.com,,Salesforce
10954212,Inactive Investor,Kyle Roos,Financial Advisor,Thrivent Investment Management Inc. Schenectady NY 3418 Carman Rd,kyle.roos@thrivent.com,,Salesforce
10486550,,Madison Gentsch,,Cetera Investment Advisers LLC,mbgentsch@hotmail.com,,List Import
9625721,,han Baek,,,hanback1@naver.com,,List import
11171123,Inactive Investor,David Finkelstein,Investment Advisor Representative,"Long Game Financial, LLC Chicago IL Private Residence",david@longgamefinancial.com,,Salesforce
9635958,,Beth Smith,,,smithb@pfm.com,,List import
11236440,Inactive Investor,Michelle Wilson,Investment Advisor Representative,"JGC Wealth Management, LLC",michelle@jgcwealth.com,,Salesforce
10948070,Inactive Investor,Sara Tueting,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 501 Faulconer Dr",sara.tueting@nm.com,,Salesforce
10949706,Inactive Investor,Paul Melson,,"Osaic Wealth, Inc. New Bern NC Private Residence",,,Salesforce
11014134,Inactive Investor,Madison Turley,,J.P. Morgan Securities LLC Castle Rock CO 1345 New Beale St,madison.turley@jpmorgan.com,,Salesforce
10867715,Inactive Investor,Daniel Stephen,Chief Compliance Officer;Managing Member,Servatus Capital,,,Salesforce
10815314,Inactive Investor,Suzanne Moran,Managing Director,Morgan Stanley New York NY 750 7th Ave,suzanne.lindquist@morganstanley.com,,Salesforce
36286,,Stephen Green,Financial Consultant,Thrivent Investment Management Inc.,stephen.green@thrivent.com,218-625-2277,
11181946,Inactive Investor,Sylvester Johnson,,"Frost Brokerage Services, Inc. Friendswood TX 1506 S Friendswood Dr",sylvester.johnson@frostbank.com,,Salesforce
144750,,Jacek Siwicki,"Chairman, director, President",Enterprise Investors,jacek.siwicki@ei.com.pl,121-252-14318,Manual List Upload
11096557,Inactive Investor,Mark Bono,,"Empower Financial Services, Inc Auburn MA Private Residence",mark.bono@gwrs.com,,Salesforce
236147,, -,,[[Unknown]],lorona@pm.me,,
9415818,,Dan Slavin,,"Chainview Capital Fund, LP",dan@chainviewcapital.com,,List Import
10806898,Inactive Investor,Richard Mitchell,Financial Advisor,"Ameriprise Financial Services, LLC Montclair NJ 75 Midland Ave",richard.mitchell@ampf.com,,Salesforce
9639143,,Nathalie Apchin,,,nathalie_apchin@pem.org,,List import
11232821,Inactive Investor,Jeanette Allan,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",jeanette.m.allan@wellsfargo.com,,Salesforce
10771602,Inactive Investor,Eric Korzyniowski,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",eric_korzyniowski@ml.com,,Salesforce
11218057,,Maura Miller,,,maura.miller@credit-suisse.com,,List Import
10841571,Inactive Investor,Vincent Hart,Financial Advisor,LPL Financial LLC Norman OK 2900 Adams Rd,vincent.hart@lpl.com,,Salesforce
10906385,Inactive Investor,Joi Thompson,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
10614191,,Anthony Greier,"Financial Advisor, Managing Director - Investments",,anthony.greier@wellsfargoadvisors.com,,List Import
11036084,Inactive Investor,Mark Noh,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,mnoh@ft.newyorklife.com,,Salesforce
10911699,Inactive Investor,Elizabeth Rogers,Private Wealth Advisor,Ellevest,erogers@ellevest.com,,Salesforce
10898923,Inactive Investor,John McInerney,,Key Investment Services LLC Mount Kisco NY 50 Main St,john.mcinerney@key.com,,Salesforce
10811217,Inactive Investor,Mark Lezanic,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",mark_lezanic@ml.com,,Salesforce
9557461,,Mee Jeong Kim,,,mimikim73@hotmail.com,,List import
340935,,Oliver Quintero,Associate,"The Sterling Group, L.p.",oquintero@sterling-group.com,713-877-8257,Manual List Upload
11124628,Inactive Investor,Bret Ptack,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Lakeland FL 2212 S Florida Ave",bret.ptack@nm.com,,Salesforce
10983627,Inactive Investor,Robert Filmore,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_filmore@vanguard.com,,Salesforce
184029,,Furkan CERAN,,[Unknown],furkanceran5858@gmail.com,,Direct
347545,,Bryan Colwell,Managing Partner,"Lcn Capital Management, L.p.",byc@lcnpartners.com,212-201-4076,Manual List Upload
11076279,Inactive Investor,Jonathan Duke,Financial Consultant,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",jonathanduke@synovus.com,,Salesforce
11064764,Inactive Investor,Hunter Brooks,,Arvest Wealth Management Rogers AR 5201 Village Pkwy,hbrooks@arvest.com,,Salesforce
342951,,Robert Kincade,Director,"Global View Capital Management, Ltd",rkincade@gvcaponline.com,262-650-1030,Manual List Upload
10618474,,John Sayre,,,john.sayre@wellsfargoadvisors.com,,List Import
346494,,James Danda,Vice President,"Danda Trouve Investment Management, Inc.",jdanda@dandatrouve.com,913-262-1108,Manual List Upload
10873016,Inactive Investor,Justin Steil,Financial Advisor;First Vice President - Wealth Management;Senior Retirement Plan Consultant,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,justin.steil@ubs.com,,Salesforce
222819,,Terrance Bumpus,,[Unknown],terrance.bumpus@yahoo.com,,Direct
9559913,,James Fujinaga,,,james.fujinaga@hancockwhitney.com,,List import
10876585,Inactive Investor,Robert Gleeson,Investment Specialist;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,robert.e.gleeson@jpmorgan.com,,Salesforce
46999,,Yntymak Shaiymbetov,,Kyrgyzstan,yntymak.shaiymbetov@gmail.com,,
4623848,,onu yas,,,larohix312@24rumen.com,,Web Form Fillout
11233381,Inactive Investor,Jennifer Scott,,"Northwestern Mutual Investment Services, LLC Castle Rock CO 115 Wilcox St",jennifer.scott@nm.com,,Salesforce
11037215,Inactive Investor,Karen Campbell,Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,karen.campbell@morganstanley.com,,Salesforce
10985908,Inactive Investor,Ramon Scott,,"Truist Investment Services, Inc. Washington DC 1445 New York Ave NW",ramon.scott@truist.com,,Salesforce
9549208,,Natalio Tolchinsky,,,gtolchinsky@heliosfunds.com,,List import
11064307,Inactive Investor,Gary Agne,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,gary.agne@morganstanley.com,,Salesforce
10868615,Inactive Investor,Kenneth Headley,Financial Advisor,LPL Financial LLC Daphne AL 7071 Stone Dr,kenneth.headley@lpl.com,,Salesforce
11172551,Inactive Investor,Timothy Moore,,"Cambridge Investment Research, Inc. Frederick MD Private Residence",,,Salesforce
10859072,Inactive Investor,Eric Osgood,Investment Advisor Representative,LPL Financial LLC Saint Paul MN 500 Hwy 96 W,eric.osgood@lpl.com,,Salesforce
11177855,Inactive Investor,Nicholas Cerullo,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",nick.cerullo@ampf.com,,Salesforce
6474749,,Robert Lyman,,,lyman.3769@gmail.com,,Web Form Fillout
10797808,Inactive Investor,Jerry Franklin,,"Centaurus Financial, Inc. Hemet CA 3550 E Florida Ave",jfranklin@cfiemail.com,,Salesforce
10797873,Inactive Investor,Elizabeth Westphal,Paraplanner,"Ameriprise Financial Services, LLC Council Bluffs IA 219 S Main St",elizabeth.r.westphal@ampf.com,,Salesforce
11016836,Inactive Investor,Vance Stay,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,vstay@primerica.com,,Salesforce
10591218,,hibbul watoni toni,,,ewah503@gmail.com,,Web Form Fillout
10918624,Inactive Investor,Curt Coulombe,,Cetera Advisors LLC Atlanta GA 3101 Towercreek Pkwy SE,curt.coulombe@ceteraadvisors.com,,Salesforce
9603144,,Tom Paterson,,,tpaterson@lionstonegroup.com,,List import
10907182,Inactive Investor,Matthew Geary,,Morgan Stanley San Francisco CA 555 California St,matthew.geary@morganstanley.com,,Salesforce
10825106,Inactive Investor,Joseph Zarlenga,Private Wealth Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28377 Davis Pkwy",joseph.a.zarlenga@ampf.com,,Salesforce
11008173,Inactive Investor,Stephen Cully,,PFS Investments Inc. Land O Lakes FL 3632 Land O Lakes Blvd,scully@primerica.com,,Salesforce
11099581,Inactive Investor,Amy Pearl,Chief Compliance Officer;Owner,Acorn Financial Planning,amy@acornfp.com,,Salesforce
11011376,Inactive Investor,Farzaneh Johartchi,,"Allstate Financial Services, LLC Palm Desert CA 73101 Hwy 111",farzanehjohartchi@allstate.com,,Salesforce
9585358,,Yannik Lourenco,,,ilgertua@plu.edu,,List import
225558,,King -,,King Moon,ksm8165@yahoo.com,8656840335,Organic Search
11088599,Inactive Investor,Harlan Belanger,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,hbelanger@primerica.com,,Salesforce
9632293,,Brian Walsh,,,brian.walsh@wnfg.com,,List import
10846527,Inactive Investor,Anthony Traversa,,"Voya Financial Advisors, Inc. Johnston RI 454 George Waterman Rd",tony.traversa@voya.com,,Salesforce
9633038,,Antonio Yebra,,,ayebra@gmail.com,,List import
10813732,Inactive Investor,Andrew Bennett,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",andrew.bennett@equitable.com,,Salesforce
11204518,Inactive Investor,William Nelkin,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Rochester NY 35 Celebration Dr",william.nelkin@tiaa.org,,Salesforce
10992113,Inactive Investor,Brett Costantine,,"Raymond James & Associates, Inc.",,,Salesforce
10028184,,Mark Maynard,,,verb_choice_08@icloud.com,,Web Form Fillout
7619172,,Jennifer Acker,,,jenniferleea31@gmail.com,,Web Form Fillout
5169462,,James Turman,,,homeless.miner1@gmail.com,,Web Form Fillout
10914734,Inactive Investor,Donna Leeper,,LPL Financial LLC Ephrata PA 809 Martin Ave,donna.leeper@lpl.com,,Salesforce
10758923,Inactive Investor,Maria Hackley,,Citigroup Global Markets Inc.,maria.g.hackley@citi.com,,Salesforce
11059125,Inactive Investor,Emilio Paoloni,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Stamford CT 1266 E Main St",emilio.paoloni@equitable.com,,Salesforce
10767405,Inactive Investor,John Fleck,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Westwood NJ 185 3rd Ave",john.fleck@raymondjames.com,,Salesforce
11061538,Inactive Investor,Jawad Hadid,,J.P. Morgan Securities LLC Palm Beach Gardens FL 2500 PGA Blvd,jawad.hadid@chase.com,,Salesforce
10409071,,Jason Schoepke,,,schoepke@me.com,,Web form fillout
9573289,,Carmen Corona,,,ccorona@massmutual.com,,List import
11044535,Inactive Investor,Michael Giordano,,J.P. Morgan Securities LLC Mattituck NY 10300 Main Rd,,,Salesforce
10982107,Inactive Investor,Norman Schleifer,Chief Compliance Officer;Chief Financial Officer,Dunham Lane Capital Partners LLC,norman@dunhamlanecapital.com,,Salesforce
10979439,Inactive Investor,Jason Close,Chief Compliance Officer;Co-Founder,"Motive Wealth Advisors, LLC",jay@motivewa.com,,Salesforce
11186549,Inactive Investor,Paul Gesiriech,Private Client Advisor,J.P. Morgan Securities LLC Redlands CA 555 N Eureka St,paul.f.gesiriech@jpmorgan.com,,Salesforce
11014818,Inactive Investor,Cuicui Randolph,,"First Command Brokerage Services, Inc. Lakewood WA 8820 59th Ave SW",crandolph@firstcommand.com,,Salesforce
11028906,Inactive Investor,Kendall Martin,,J.P. Morgan Securities LLC El Dorado Hills CA 4363 Town Center Blvd,kendall.martin@jpmorgan.com,,Salesforce
10970668,Inactive Investor,Shirley Cemaj,Financial Professional,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",shirley.cemaj@prudential.com,,Salesforce
11153522,Inactive Investor,Chad Wicker,,"Kestra Investment Services, LLC Toledo OH 3130 Executive Pkwy",,,Salesforce
10487550,,Julio Silva,Portfolio Associate,Morgan Stanley,julio.silva@morganstanleypwm.com,,List Import
9609995,,Srikanth Gogineni,,,mailgogineni@gmail.com,,List import
10612564,,Arlo Hanley,"Financial Advisor, Managing Director",,arlo.hanley@ampf.com,,List Import
10902600,Inactive Investor,Daniel Lemens,,"Harbour Investments, Inc. Neenah WI 145 N Commercial St",,,Salesforce
10885064,Inactive Investor,Natalie Pei,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,natalie.pei@ceterainvestors.com,,Salesforce
11152139,Inactive Investor,Justin Reich,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",justin.reich@equitable.com,,Salesforce
9546097,,David George,,,dave.george@yahoo.com,,List import
9592405,,Stan Hales,,,ssmfg@qwestoffice.net,,List import
11045975,Inactive Investor,Tonjali Frost-Daniley,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,tfrostdaniley@primerica.com,,Salesforce
10782733,Inactive Investor,Gregory Spano,,Evercore Group L.L.C.,,,Salesforce
11076367,Inactive Investor,Dmitriy Berman,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",dmitriy.berman@ml.com,,Salesforce
11126252,Inactive Investor,Paul Mendonca,Financial Advisor,Edward Jones Redlands CA 1690 Barton Rd,paul.mendonca@edwardjones.com,,Salesforce
10853877,Inactive Investor,Kenneth Young,Financial Advisor,LPL Financial LLC Wellington FL Private Residence,kenneth.young@lpl.com,,Salesforce
10772688,Inactive Investor,James Egan,Senior Portfolio Manager,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,jegan@jmsonline.com,,Salesforce
9567899,,Raúl -,,,raulsenia1217@hotmail.com,,List import
10587607,,Barclay Laborde,,,blaborde90@gmail.com,,Web Form Fillout
10952479,Inactive Investor,Michael Sprague,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,michael.sprague@fmr.com,,Salesforce
11124614,Inactive Investor,Sushma Pidikiti,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9597841,,Kareem Hout,,,khout@evokeadvisors.com,,List import
346238,,Sandy Kim,Client Relationship Lead,"Buckingham Strategic Partners, Llc",skim@bamadvisor.com,314-725-0455,Manual List Upload
11009211,Inactive Investor,Charles Venable,,NYLIFE Securities LLC Oklahoma City OK 1900 NW Expy,cvenable@ft.newyorklife.com,,Salesforce
10612849,,Amy Boyle,Financial Advisor,,amy.boyle@ampf.com,,List Import
10789027,Inactive Investor,Michael Holt,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,michael.holt@fidelity.com,,Salesforce
10806886,Inactive Investor,Joseph Thompson,Branch Manager;Managing Director - Investments,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",joe.thompson@raymondjames.com,,Salesforce
10993302,Inactive Investor,Jonathan Andreasen,,"U.S. Bancorp Investments, Inc. Santa Barbara CA 24 E Carrillo St",jonathan.andreasen@usbank.com,,Salesforce
11088684,Inactive Investor,John Pontius,,"Northwestern Mutual Investment Services, LLC Westlake OH 25125 Detroit Rd",john.l.pontius@nm.com,,Salesforce
10989186,Inactive Investor,Joseph Hall,,"RBC Capital Markets, LLC",,,Salesforce
10820781,Inactive Investor,Mark Gardner,,NYLIFE Securities LLC Frankfort KY 50 Mill Rd,mlgardner@ft.newyorklife.com,,Salesforce
10783755,Inactive Investor,Matthew Cooper,,Goldman Sachs & Co.,matthew.cooper@gs.com,,Salesforce
9629039,,Shelli Raymond,,,shellir161@gmail.com,,List import
10979123,Inactive Investor,Bryan Blackburn,Financial Planner;Wealth Advisor,Carnegie Investment Counsel,bblackburn@carnegieinvest.com,,Salesforce
11027750,Inactive Investor,Brandon Pergola,,Cetera Advisors LLC Fairfield NJ 155 Passaic Ave,,,Salesforce
11008634,Inactive Investor,Danika Glauser,,"CapFinancial Securities, LLC. Provo UT 13961 S Minuteman Dr",,,Salesforce
9603172,,Rolando Perez,,,rolando@animuswm.com,,List import
9548741,,Edwardo Gutierrez,,,edwardo.gutierrez@unionbank.com,,List import
9624615,,Jerry V Hall,,,yaddy999@gmail.com,,List import
372598,,DAVID CHOI,,United States,davidchoimd@gmail.com,,Salesforce
10986405,Inactive Investor,Carmen Palmieri,Family Office Services;Managing Director;Partner;Senior Wealth Strategist,Waldron Private Wealth,,,Salesforce
10924676,Inactive Investor,Nadira Tuergan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nadira.tuergan@ml.com,,Salesforce
9636869,,Patrick Farrell,,,patrick.farrell@stonecastlepartners.com,,List import
10908648,Inactive Investor,David Raday,,LPL Financial LLC Naperville IL 1750 N Washington St,dave.raday@lpl.com,,Salesforce
10831071,Inactive Investor,Malcolm Chace,Managing Partner;Portfolio Manager,Canton Hathaway LLC,mchace@cantonhathaway.com,,Salesforce
10829308,Inactive Investor,Yaqiong Zhong,,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,,,Salesforce
11031891,Inactive Investor,Pearl Huang,,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",pearl.huang@wellsfargo.com,,Salesforce
9639054,,Brent Ragsdale,,,brent.ragsdale@cfacorp.com,,List import
10894395,Inactive Investor,Harvey Ford,,"Next Financial Group, Inc. Austin TX 4718 Duval St",,,Salesforce
9636538,,Marc Bunting,,,marc.bunting@abrealty.com,,List import
11161404,Inactive Investor,Alexander Bavosa,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11231292,Inactive Investor,Kristyn Hartwell,,Vanguard Marketing Corporation,kristyn_hartwell@vanguard.com,,Salesforce
11200483,Inactive Investor,Angela Mckinney,Owner;Portfolio Manager,"McKinney-Ginsberg Asset Management, LLC",,,Salesforce
10795062,Inactive Investor,Preston Mcswain,Founder;Managing Partner;Regulatory Contact,"Fiduciary Wealth Partners, LLC",preston@fwp.partners,,Salesforce
11174354,Inactive Investor,Alana Mcleod,,Vanguard Marketing Corporation,alana_mcleod@vanguard.com,,Salesforce
240077,,Cameron Simonds,Senior Investment Advisor,[Unknown],csimonds@nhoffmanandco.com,404-815-5050,Database Upload
10818880,Inactive Investor,Eugene O'Connor,Senior Wealth Manager,"WNY Asset Management, LLC",eoconnor@wnyasset.com,,Salesforce
10937735,Inactive Investor,Maria Uribe,,LPL Financial LLC Indian Wells CA 74-989 Hwy 111,maria.uribe@lpl.com,,Salesforce
9576996,,Jose Blanco,,,jablanco74@yahoo.es,,List import
10754486,Inactive Investor,Robert Errico,Principal,LPL Financial LLC Newport Beach CA 3991 MacArthur Blvd,robert.errico@lpl.com,,Salesforce
336483,,Daniel Katz,Managing Member,"Revolve Wealth Partners, Llc",daniel.katz@revolvewealth.com,201-373-2163,Manual List Upload
11085388,Inactive Investor,Dave Scheiber,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,dave.scheiber.l224@statefarm.com,,Salesforce
10856107,Inactive Investor,Christopher Anderson,Financial Advisor,Edward Jones Houston TX 1800 West Loop S,christopher.anderson@edwardjones.com,,Salesforce
11079087,Inactive Investor,David Lopez-Monroy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",david.lopez-monroy@ml.com,,Salesforce
11027678,Inactive Investor,Joseph Gazda,,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",joey.gazda@mutualofomaha.com,,Salesforce
11135489,Inactive Investor,Mark Telymonde,,NYLIFE Securities LLC Edison NJ 379 Thornall St,mtelymonde@ft.newyorklife.com,,Salesforce
11128513,Inactive Investor,Geoffrey Haigler,Financial Advisor,Edward Jones Reidsville NC 1404 Front St,geoffrey.haigler2@edwardjones.com,,Salesforce
11186050,Inactive Investor,Darla Leblanc,Financial Advisor,"Osaic Institutions, Inc. Church Hill TN 441 Richmond St",dleblanc@infinexgroup.com,,Salesforce
68753,,Rafael Leon,"CEO, director",Numa,rleon@numaweb.com,786-315-4824,Manual List Upload
11140325,Inactive Investor,Gregory Denigris,,Fidelity Brokerage Services LLC,,,Salesforce
11099753,Inactive Investor,Matthew Wilson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 3314 Peachtree Rd NE",,,Salesforce
66388,,Adam Cork,Senior Client Management Consultant,CAPTRUST,adam.cork@captrustadvisors.com,919-870-6822,
10905005,Inactive Investor,Reed Willett,Investment Specialist;Vice President,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
11169990,Inactive Investor,Colton Blackman,Financial Advisor,LPL Financial LLC Rutland VT 30 Allen St,colton.blackman@lpl.com,,Salesforce
9639431,,Eytan Feldman,,,eytan@oldcitycapital.com,,List import
10835027,Inactive Investor,Jeffrey Klein,,Commonwealth Financial Network East Syracuse NY 6320 Fly Rd,jklein@commonwealth.com,,Salesforce
211510,,Brett Morrison,CEO,TrueVote,b@brettmorrison.com,,Content
10868968,Inactive Investor,Nathan Atkins,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10989115,Inactive Investor,Kevin Barringer,Market Director,Thrivent Investment Management Inc. Federal Way WA 2505 S 320th St,kevin.barringer@thrivent.com,,Salesforce
10864389,Inactive Investor,Richard Sugarman,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11183700,Inactive Investor,William Allford,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",ross.allford@rbc.com,,Salesforce
10858309,Inactive Investor,Robert Robinson,,LPL Financial LLC Coralville IA 2771 Oakdale Blvd,bob.robinson@lpl.com,,Salesforce
11022158,Inactive Investor,Nathaniel Sexton,,"First Citizens Investor Services, Inc. Concord NC 18 Lake Concord Rd NE",nathaniel.sexton@firstcitizens.com,,Salesforce
11085649,Inactive Investor,Amanda Mcdonald,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",amanda.l.mcdonald@ml.com,,Salesforce
10891392,Inactive Investor,Kayley Coyle,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,,,Salesforce
11095851,Inactive Investor,Gregory Bennett,,"IFG Advisory, LLC Mooresville NC 150 Fairview Rd",,,Salesforce
227152,, -,,[Unknown],barry718@gmail.com,,
10886284,Inactive Investor,David Kalt,Paraplanner,"Ameriprise Financial Services, LLC Aberdeen SD 1108 S Main St",david.kalt@ampf.com,,Salesforce
9560034,,???????? ????????,,,shorsa-57-212-1@mail.ru,,List import
10781100,Inactive Investor,Justin Launer,Executive Director,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,,,Salesforce
10777096,Inactive Investor,Scott Jones,,The Huntington Investment Company Auburn Hills MI 1984 N Opdyke Rd,scott.jones@huntington.com,,Salesforce
11130212,Inactive Investor,Keegan Hornbuckle,Financial Advisor,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",keegan.hornbuckle@rbc.com,,Salesforce
10976626,Inactive Investor,Jordan Haberman,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",jordan.haberman@prudential.com,,Salesforce
10909694,Inactive Investor,Verna Stitt,,J.P. Morgan Securities LLC Aurora CO 5800 S Parker Rd,verna.stitt@jpmorgan.com,,Salesforce
9643672,,OSMAN AYAZ,,,ayazosman11@gmail.com,,List import
11124085,Inactive Investor,Abby Drucker,,Oppenheimer & Co. Inc.,abby.drucker@opco.com,,Salesforce
221838,,david goldfarb,,Gems,david@gemsinvest.com,,Initial Salesforce Import
11004449,Inactive Investor,Mariko Cheng,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",mariko.budziak@nm.com,,Salesforce
10941619,Inactive Investor,Christopher Bowman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
1001535,Inactive Investor,Steven McClurg,,Paydrop,steven@paydrop.com,,
11203067,Inactive Investor,Michael Pelosi,,"Eagle Capital Advisors, LLC",,,Salesforce
10805978,Inactive Investor,Allen Brown,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",gardner.brown@nm.com,,Salesforce
11123297,Inactive Investor,Konika Banerjee,,J.P. Morgan Securities LLC New York NY 407 Broadway,konika.banerjee@jpmorgan.com,,Salesforce
10883749,Inactive Investor,Thomas Merigan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,thomas.merigan@fidelity.com,,Salesforce
10980267,Inactive Investor,John D'Amelio,Wealth Advisor,"The Mather Group, LLC Bellevue WA 1380 112th Ave NE",,,Salesforce
10959631,Inactive Investor,Daniel Moore,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9619167,,G. Patrick Dunkerley,,,pat.dunkerley@scoutinv.com,,List import
225396,,Warrior Warrior,,[Unknown],benoit.chapelon2@gmail.com,,Direct
10908324,Inactive Investor,Le Xi,,"Liberty Partners Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",lxi@libertypfs.com,,Salesforce
10902001,Inactive Investor,John Lewis,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,john.lewis.ne8v@statefarm.com,,Salesforce
11002579,Inactive Investor,Parker Miletich,Associate,Edward Jones Kirksville MO 1318 S Baltimore St,parker.miletich@edwardjones.com,,Salesforce
10881232,Inactive Investor,Brian Doak,Financial Advisor,HighPoint Planning Partners Arcadia IN Private Residence,,,Salesforce
10949523,Inactive Investor,Pashmeena Vyas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",pashmeena.vyas@ml.com,,Salesforce
11164844,Inactive Investor,Paul Schiefer,,MWA Financial Services Inc. Appleton WI 39 Park Pl,paul.h.schiefer@mwarep.org,,Salesforce
11054555,Inactive Investor,Joseph Simpson,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley San Jose CA 225 W Santa Clara St,joseph.simpson@morganstanley.com,,Salesforce
10932478,Inactive Investor,Tyler Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",tramirez3@ml.com,,Salesforce
10906933,Inactive Investor,Robert Holzbach,Investment Advisor;Principal,Red Kennedy Financial,robert@aeolusfinancial.com,,Salesforce
10773715,Inactive Investor,Holly Chandler,Financial Advisor,Edward Jones Louisville CO 1025 Cannon St,holly.chandler@edwardjones.com,,Salesforce
11136445,Inactive Investor,Kimberly Baucum,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
9617615,,Rebekah Holt,,,rebekah.holt.lu4b@statefarm.com,,List import
1924688,,Shankar Bhattacharyya,,,spb@tamu.edu,,
10836346,Inactive Investor,David Gottstein,President,"Dynamic Capital Management, Inc.",,,Salesforce
11232850,Inactive Investor,Ilyas Amlani,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10834110,Inactive Investor,Matthew Kallman,,Huntleigh Securities Corporation,mkallman@hntlgh.com,,Salesforce
10918837,Inactive Investor,Anthony Sisson,Financial Advisor,"Ameriprise Financial Services, LLC Dayton OH 10801 Yankee St",tony.sisson@ampf.com,,Salesforce
10806736,Inactive Investor,Douglas Hervey,Financial Advisor,GWN Securities Inc. Gibsonia PA 112 Golfview Dr,dhervey@gwnsecurities.com,,Salesforce
10944110,Inactive Investor,Olivia Carson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",olivia.carson@ml.com,,Salesforce
9598416,,Stephen Reh,,,steve@investwithsteve.com,,List import
11185742,Inactive Investor,Matthew Duin,,Country Capital Management Company Circle Pines MN 620 Civic Heights Dr,matthew.duin@countryfinancial.com,,Salesforce
11006464,Inactive Investor,Madiha Kayani,Financial Advisor,LPL Financial LLC Jamaica NY 17925 Hillside Ave,madiha.kayani@lpl.com,,Salesforce
232049,, -,,[[Unknown]],akinoladavidtemidayo@gmail.com,,Paid Search
229246,, -,,[[Unknown]],donna@classicrecycling.com,,Organic Search
10645607,,Jeffrey Marrone,,,jeffrey.marrone@guggenheimpartners.com,,List Import
11219672,,Richard Jeffreys,,,richard.jeffreys@ceterafs.com,,Other
9581816,,Paul Folkmann,,,paul.folkmann@yahoo.com,,List import
10603581,,Donato Settanni,"Chief Executive Officer, Managing Member, President",Settanni Financial LLC,don@settannifinancial.com,,List Import
10941669,Inactive Investor,Robin Weeks,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11132749,Inactive Investor,Paul Colligan,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,paul.colligan@opco.com,,Salesforce
11159255,Inactive Investor,Michael Burns,,"Wells Fargo Clearing Services, LLC Philadelphia PA 2005 Market St",,,Salesforce
10925938,Inactive Investor,Jeremy Cranston,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10885306,Inactive Investor,David Gibbs,,"J. Alden Associates, Inc.",dgibbs@j-alden.com,,Salesforce
11004752,Inactive Investor,Eric Mcnamara,Senior Regional Leader,PFS Investments Inc. Bradenton FL 1201 6th Ave W,ericbrettmcnamara@primerica.com,,Salesforce
199163,,Ruslan Averin,,Ukraine,ruslan.averin@yahoo.com,,source
11097104,Inactive Investor,Ronald Joyce,Treasurer;Vice President;Wealth Advisor,IVC Wealth Advisors LLC,rjoyce@ivcwealth.com,,Salesforce
11059939,Inactive Investor,David Cwalina,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",david.cwalina@schwab.com,,Salesforce
10788834,Inactive Investor,Michael Ballou,,"Raymond James Financial Services, Inc. Columbus OH 4672 Larwell Dr",michael.ballou@raymondjames.com,,Salesforce
10645003,,Angela Pope,,,apope@williamblair.com,,List Import
10790541,Inactive Investor,Charles Krause,Chief Compliance Officer;Managing Director;President,"Fairfield, Bush & Co. New Canaan CT 65 Locust Ave",charles@fairfieldbush.com,,Salesforce
9600244,,Michael Corrigan,,,mcorrigan@theadvocategroup.com,,List import
10612536,,Joseph Vicari,Financial Advisor,,joseph.vicari@ampf.com,,List Import
10510770,,Theron Mohamed,Markets and Investing Correspondent,Business Insider,tmohamed@businessinsider.com,,List Import
10879960,Inactive Investor,Kyle Meaux,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
11163926,Inactive Investor,Taylor Harkenrider,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10953784,Inactive Investor,Peter Medley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11221074,,Terry Kerber,,,tkerber@wealthenhancement.com,,List Import
10890358,Inactive Investor,William Carpenter,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
10885553,Inactive Investor,Jeffrey Mohr,Advisor;Governance,Comprehensive Financial Management LLC,,,Salesforce
11175355,Inactive Investor,Courtney Wright,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",courtney.wright@ampf.com,,Salesforce
10754336,Inactive Investor,William Genthert,Senior Vice President,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",william.genthert@raymondjames.com,,Salesforce
10916183,Inactive Investor,Cody Wojdyla,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,cody.wojdyla@lpl.com,518-621-7173 x17,Salesforce
10804895,Inactive Investor,Richard Gosselin,,Commonwealth Financial Network Cumberland Foreside ME 275 US Rte 1,rgosselin@commonwealth.com,,Salesforce
11061630,Inactive Investor,Thomas Yaneff,,State Farm VP Management Corp. South Sioux City NE 1000 W 29th St,,,Salesforce
8202574,,Behrend McGrath,,,bhrend1@msn.com,,Web Form Fillout
10762760,Inactive Investor,Richard Wagener,,"Raymond James Financial Services, Inc. Columbia MD 5950 Symphony Woods Rd",,,Salesforce
9607284,,Dave Crawley,,,dcrawley@musiccityit.com,,List import
11204876,Inactive Investor,Michele Shirey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",michele.shirey@ml.com,,Salesforce
11181770,Inactive Investor,Douglas Philibosian,Consulting Group Analyst,Morgan Stanley New York NY 55 E 52nd St,douglas.philibosian@morganstanley.com,,Salesforce
11196227,Inactive Investor,Michael Elsberry,,Cetera Advisors LLC Grand Forks ND 305 S 4th St,,,Salesforce
10866068,Inactive Investor,Alan Cobb,,Cetera Advisors LLC Caledonia MI 7115 Kalamazoo Ave SE,alan.cobb@ceteraadvisors.com,,Salesforce
11192148,Inactive Investor,William Flash,Financial Advisor,Edward Jones Brewster NY 317 Clock Tower Cmns,bill.flash@edwardjones.com,,Salesforce
9560473,,Doug Vos,,,dvosfam@gmail.com,,List import
9607814,,Patrick Wallace,,,pwallace@covingtoninvestment.com,,List import
240287,,Steven Collins,,[Unknown],scollins@xmlfg.com,5714053891,Database Upload
232371,, -,,[[Unknown]],ssa7032@nate.com,,
11080245,Inactive Investor,James Wilson,Financial Advisor,Edward Jones Dallas TX 8080 Park Ln,jay.wilson@edwardjones.com,,Salesforce
11121025,Inactive Investor,Andrea Viola,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",andrea.viola@ml.com,,Salesforce
11014194,Inactive Investor,Benaiah Hootman,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11065729,Inactive Investor,Andre Turman,Assistant Vice President;Financial Advisor,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,andre.turman@morganstanley.com,,Salesforce
10969746,Inactive Investor,Sahil Vakil,Chief Compliance Officer;Founder;Manager;President,MYRA Wealth,,,Salesforce
10798833,Inactive Investor,Graham Peterson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Bismarck ND 1400 W Century Ave",petersong@stifel.com,,Salesforce
9603111,,Dylan Koester,,,dkoester96@gmail.com,,List import
11168545,Inactive Investor,Bryce Jackson,,Country Capital Management Company Clackamas OR 8800 SE Sunnyside Rd,,,Salesforce
11107772,Inactive Investor,Jane Murphy,Managing Member;Vice President,J. Murphy Asset and Tax Management Westbrook ME 306 Bridgton Rd,jane@jmurphytax.com,,Salesforce
10989750,Inactive Investor,Eric Berkowitz,Advisor,JMG Financial Group Ltd,ericb@jmgfin.com,,Salesforce
10937097,Inactive Investor,Janet Peake,,LPL Financial LLC Nevada City CA 648 Zion St,janet.peake@lpl.com,,Salesforce
177929,,Andreas Kalusche,Board Member,[Unknown],andreas.kalusche@primecapital-ag.com, +49 (0) 699 686 9840,Database Upload
10840025,Inactive Investor,Robyn Erkel,,"Northwestern Mutual Investment Services, LLC Prior Lake MN 4719 Park Nicollet Ave SE",robyn.erkel@nm.com,,Salesforce
11230067,Inactive Investor,Carson Schumann,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,cschumann@ft.newyorklife.com,,Salesforce
10911652,Inactive Investor,Tyler Begen,,Cetera Advisor Networks LLC Windsor CT 360 Bloomfield Ave,,,Salesforce
11161537,Inactive Investor,Mathew Saltzman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",mathew.saltzman@ml.com,,Salesforce
10812264,Inactive Investor,Lance Williams,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Olympia WA 711 Capitol Way S,lwilliams@rockco.com,,Salesforce
219787,,Paul Willner,,[Unknown],triman92883@gmail.com,,Direct
11069993,Inactive Investor,Joseph Kantakevich,Director - Institutional Services;Vice President,"United Brokerage Services, Inc Washington DC 1100 Connecticut Ave NW",joseph.kantakevich@bankwithunited.com,,Salesforce
11021337,Inactive Investor,Matthew Mazza,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,mazzam@ceteranetworks.com,,Salesforce
10888448,Inactive Investor,Kirk Baeth,Financial Advisor,LPL Financial LLC Devils Lake ND 1123 College Dr N,kirk.baeth@lpl.com,,Salesforce
9645614,,Felix Rivera,,,riverabailbonds@hotmail.com,,List import
9549923,,John Rotonti,,,jrotonti@valcap.com,,List import
339687,,John Borchers,Managing Member,"Decathlon Capital Management Ii, Llc",jborchers@decathloncapital.com,435-200-1051,Manual List Upload
11079759,Inactive Investor,Adil Khan,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Minneapolis MN 8061 Brooklyn Blvd,,,Salesforce
11082740,Inactive Investor,Matthew Greenwood,,Cetera Investment Services LLC Latham NY 43 British American Blvd,matthew.greenwood@ceterainvestors.com,,Salesforce
238742,,Wayne Masuda,,[Unknown],masuda.wayne@gmail.com,,
11211385,Inactive Investor,Dat Huynh,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11140170,Inactive Investor,Scott Laslo,,Cetera Investment Services LLC Decatur AL 1209 Point Mallard Pkwy SE,,,Salesforce
11125523,Inactive Investor,Eric Anderson,Associate,Edward Jones Frankfort IN 1552 E Wabash St,eric.anderson@edwardjones.com,,Salesforce
11119935,Inactive Investor,Richard Gankofskie,Financial Advisor,LPL Financial LLC Kennesaw GA 125 Townpark Dr NW,richard.gankofskie@lpl.com,,Salesforce
9584688,,?ình nam Nguy?n,,,nguyendinhnam1290@gmail.com,,List import
11082446,Inactive Investor,Richard Lammering,Financial Advisor,"Ameriprise Financial Services, LLC Aurora IN 724 Green Blvd",richard.a.lammering@ampf.com,,Salesforce
11156979,Inactive Investor,Matthew Brown,Director - Trading;Private Wealth Manager,"Mills Wealth Advisors, LLC",,,Salesforce
11133724,Inactive Investor,Iva Mallory,,PFS Investments Inc. Macon GA 3312 Northside Dr,iva.mallory@primerica.com,,Salesforce
10786994,Inactive Investor,Kyle Glenn,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kyle.glenn@fidelity.com,,Salesforce
9554630,,Jessica Brokaw,,,jessica.brokaw@cusonet.com,,List import
10833464,Inactive Investor,Luis Montanez,Assistant Vice President;Financial Solutions Advisor,Edward Jones Jacksonville FL 1950 San Marco Blvd,luis.montanez@ml.com,,Salesforce
10792523,Inactive Investor,Mark Child,Chief Compliance Officer;Investment Advisor;Principal;Senior Vice President,Sound Investment Management Inc Marshall VA 10109 Brown Moore Ln,,,Salesforce
11172677,Inactive Investor,Preston Dixon,,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
11069702,Inactive Investor,Jeramy Lockard,,"Parkland Securities, LLC Grandville MI 3380 Fairlanes Ave SW",jlockard@parklandrep.com,,Salesforce
10899580,Inactive Investor,Julie Johnson,Private Client Advisor,J.P. Morgan Securities LLC Greenwich CT 111 W Putnam Ave,julie.johnson@jpmorgan.com,,Salesforce
11219616,,Nathan Wenner,,,nathan.wenner@creativeplanning.com,,Other
10831635,Inactive Investor,Michael Fox,Systems Administrator,Commonwealth Financial Network Providence RI Private Residence,mfox@cfnmail.com,,Salesforce
9568185,,Angela Adams,,,angelaradams@protonmail.com,,List import
10967232,Inactive Investor,Patrick Hogan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,patrick_hogan@vanguard.com,,Salesforce
10979906,Inactive Investor,Michael Albino,,Avant-Garde Trading Securities,,,Salesforce
11193142,Inactive Investor,Jennifer Ruhter,,J.P. Morgan Securities LLC Idaho Falls ID 1711 S 25th E,jennifer.ruhter@jpmorgan.com,,Salesforce
10823605,Inactive Investor,Frances Williams,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Seattle WA 601 Union St,frances.williams@morganstanley.com,,Salesforce
11135058,Inactive Investor,Jeremy Ross-Poteet,,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",jeremy.ross-poteet@ampf.com,,Salesforce
11212460,Inactive Investor,Johnathan Frankel,Private Client Advisor,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,john.x.frankel@chase.com,,Salesforce
9563451,,Vanessa Williams,,,vanessawilliams@icloud.com,,List import
11213575,Inactive Investor,Steven Cohen,Chief Executive Officer;Chief Investment Officer;Principal,"Cohen, Steven J CFA",stevenj@c-bm.biz,,Salesforce
11014311,Inactive Investor,Dominic Filippi,,J.P. Morgan Securities LLC Columbus OH 3233 Cleveland Ave,dominic.filippi@jpmorgan.com,,Salesforce
10359385,,BBCD Satoshi,,,bbcdsatoshi@gmail.com,,Web Form Fillout
11014692,Inactive Investor,Jose Tirado Baez,,J.P. Morgan Securities LLC Indianapolis IN 2370 Broad Ripple Ave,jose.tirado@jpmorgan.com,,Salesforce
9569253,,Hock Meng Tay,,,hockmtay@hotmail.com,,List import
11230035,Inactive Investor,Katherine Steifle,,"First Command Brokerage Services, Inc. Greenville SC 33 Market Point Dr",,,Salesforce
11254854,Inactive Investor,Katherine Palazzetti,,LPL Financial LLC San Diego CA 4707 Executive Dr,katherine.palazzetti@lpl.com,,Salesforce
199661,,John McArdle,,St. Michael's Security Solutions,john.mcardle730@gmail.com,5126291208,
11186301,Inactive Investor,Robert Ringler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10533032,,Lance Edwards,,,lance@millennium2g.com,,Web Form Fillout
10971442,Inactive Investor,Nancy Rogers,,J.P. Morgan Securities LLC Manhattan Beach CA 2600 N Sepulveda Blvd,nancy.l.rogers@chase.com,,Salesforce
10818135,Inactive Investor,Christopher Staten,Financial Advisor,Edward Jones Cabot AR 323 E Main St,christopher.staten@edwardjones.com,,Salesforce
10838315,Inactive Investor,Jason Ice,Financial Advisor,"Ameriprise Financial Services, LLC Ellicott City MD Private Residence",jason.ice@ampf.com,,Salesforce
11039798,Inactive Investor,James Caldwell,Financial Advisor,"CUSO Financial Services, L.P. Orlando FL 3133 N Alafaya Trl",,,Salesforce
11115884,Inactive Investor,Alan Caviani,,M. S. Howells & Co. Indianapolis IN 8275 Allison Pointe Trl,,,Salesforce
10852360,Inactive Investor,Bradley Maikranz,Investment Advisor,LifeMark Securities Corp. Haubstadt IN Private Residence,bmaikranz@lifemark.com,,Salesforce
11069716,Inactive Investor,Scott Conwell,,"Harbour Investments, Inc.",sconwell@harbourinv.com,,Salesforce
9582154,,Wight Martindale,,,bwm3@optimum.net,,List import
10778567,Inactive Investor,Michael Figurelli,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Monroeville PA 4055 Monroeville Blvd",michael.w.figurelli@ampf.com,,Salesforce
11210858,Inactive Investor,Brody Wise,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",brody.wise@ml.com,,Salesforce
10798538,Inactive Investor,Stacy Thompson,Assistant Vice President;Wealth Management Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,stacy.thompson@morganstanley.com,,Salesforce
10775542,Inactive Investor,Steven Clark,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",clarks@stifel.com,,Salesforce
11173795,Inactive Investor,Glen Nomura,Financial Consultant,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",glen.nomura@equitable.com,,Salesforce
9593770,,Michael Valley,,,michael@epp.cc,,List import
11006761,Inactive Investor,Aidan Henderson,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",aidan.henderson@equitable.com,,Salesforce
10810842,Inactive Investor,James Shelden,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,james.shelden@morganstanley.com,,Salesforce
10988798,Inactive Investor,Samuel Gonzales,,PNC Investments Helotes TX 12590 Bandera Rd,,,Salesforce
10778009,Inactive Investor,Christopher Conroy,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,christopher.conroy@ubs.com,,Salesforce
9640070,,Daniel Mundahl,,,dmundahl@blc.edu,,List import
11107194,Inactive Investor,Guy Crawford,,"R. F. Lafferty & Co., Inc.",gcrawford@rflafferty.com,,Salesforce
10957655,Inactive Investor,Matthew Hecker,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,matthew_hecker@vanguard.com,,Salesforce
9605433,,Sarah Goller,,,sarah_goller@vanguard.com,,List import
10858198,Inactive Investor,Dean Haack,Investment Advisor Representative,"Packerland Brokerage Services, Inc. Greenville WI Private Residence",dean_haack@packerlandbrokerage.com,,Salesforce
10898250,Inactive Investor,David Sardella,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11208927,Inactive Investor,Roger Patterson,Founder;Member,"The Advisory Group of San Francisco, LLC",rpatterson@advisorygroupsf.com,,Salesforce
11132408,Inactive Investor,Peta-Gay Burt,,J.P. Morgan Securities LLC Jamaica NY 9059 Sutphin Blvd,peta-gay.v.burt@jpmorgan.com,,Salesforce
11210162,Inactive Investor,Zeb Schofield,Financial Advisor,Edward Jones Selma AL 811 Selma Ave,dan.schofield@edwardjones.com,,Salesforce
10779774,Inactive Investor,Mark Mooney,Financial Advisor;Senior Vice President,Morgan Stanley Brea CA 10 Pointe Dr,mark.mooney@morganstanley.com,,Salesforce
10823661,Inactive Investor,Mark Caprio,Business Service Officer;Vice President,Morgan Stanley Boston MA 28 State St,mark.caprio@morganstanley.com,,Salesforce
10898996,Inactive Investor,Carmen Valiquette,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",,,Salesforce
10813347,Inactive Investor,Robert Stangel,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Madison WI 8010 Excelsior Dr",stangelb@stifel.com,,Salesforce
9598368,,Deborah Harmon,,,dharmon@artemisrep.com,,List import
343513,,Cliff Taylor,"Financial Planner, Partner","Trustcore Financial Services, Llc",cliff.taylor@trustcore.com,615-377-1177,Manual List Upload
10779177,Inactive Investor,Robert Shepherd,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Shepherd Financial Partners, LLC",mark.shepherd@shepherdfinancialpartners.com,,Salesforce
11006246,Inactive Investor,Yakelin Verdecia,,"Wells Fargo Clearing Services, LLC Clearwater FL 2580 N McMullen Booth Rd",,,Salesforce
9631794,,Murry Shapero,,,shaperomurry@gmail.com,,List import
11126982,Inactive Investor,Jodie Parsons,,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",jodie.moore@wellsfargoadvisors.com,,Salesforce
10907781,Inactive Investor,Jason Metcalf,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jason_metcalf@vanguard.com,,Salesforce
11232098,Inactive Investor,Cade Truscott,,UBS Financial Services Inc. Boise ID 1161 W River St,cade.truscott@ubs.com,,Salesforce
11232192,Inactive Investor,Brian Tabanski,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,btabanski@primerica.com,,Salesforce
9638316,,Michael Seid,,,seid@axxcesswealth.com,,List import
9621818,,David Morris,,,dmorris@greycourt.com,,List import
11211278,Inactive Investor,James Defilippi,Financial Advisor,"Wells Fargo Clearing Services, LLC Lodi CA 701 S Ham Ln",james.r.defilippi@wellsfargo.com,,Salesforce
327279,,David Chandler,,,dkchan01@yahoo.co,,
11182859,Inactive Investor,John Martin,,State Farm VP Management Corp. Tucker GA 2343 Main St,,,Salesforce
10987007,Inactive Investor,Jamie Williams,Wealth Advisor,Ellenbecker Investment Group,jamie@ellenbecker.com,,Salesforce
10842550,Inactive Investor,William Osher,Chief Compliance Officer;Chief Investment Officer;Manager;Managing Director;Member,"Abbrea Capital, LLC",wosher@abbrea.com,,Salesforce
11093415,Inactive Investor,Nathan Odette,,"CUSO Financial Services, L.P. Ogden UT 4768 Harrison Blvd",,,Salesforce
41185,,John Hirschauer,,"Crown Capital Securities, L.P.",jhirschauer@crownmail.net,203-790-8886,
10763410,Inactive Investor,Charles Maushardt,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,chuck.maushardt@ceterais.com,,Salesforce
11235756,Inactive Investor,Adam Stoeckler,Financial Advisor,Highland Investment Advisors LLC Brookfield WI 12545 W Burleigh Rd,astoeckler@highlandinvestmentadvisors.com,,Salesforce
10920716,Inactive Investor,Anne Ballantini-Poeppe,,"Osaic Wealth, Inc. Clive IA 1820 NW 118th St",,,Salesforce
10617598,,Michael Bleke,,,michael.bleke@equitable.com,,List Import
10596364,,Jahlyn Smith,,,jsmith@lhdretirement.com,,Web Form Fillout
11158841,Inactive Investor,Leeda Dublo,Financial Advisor;Senior Vice President,Morgan Stanley Barrington IL 760 W Main St,leeda.dublo@morganstanley.com,,Salesforce
9592054,,Yatin Chawla,,,yatinchawla95@gmail.com,,List import
11236916,Inactive Investor,Evan Hartstein,Wealth Advisor,Strategy Financial Group,,,Salesforce
11035409,Inactive Investor,Tyler Hagedorn,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
9620254,,Connor Lind,,,connor.lind4@gmail.com,,List import
9571384,,Cristian Rivas,,,cristianrivas0526@gmail.com,,List import
9549092,,Jose Visconti,,,jviscont@gmail.com,,List import
9572544,,Jeffrey Paladini,,,jpaladini@ceritypartners.com,,List import
10837125,Inactive Investor,David Pintaric,,"Osaic Wealth, Inc. Youngstown OH 4407 Belmont Ave",,,Salesforce
9609147,,manuel proquin,,,mproquin.perso@gmail.com,,List import
10942309,Inactive Investor,Jonathan Browning,Financial Planner,"Acorn Financial Advisory Services, Inc.",jbrowning@acorn-financial.com,,Salesforce
11180032,Inactive Investor,Andrew Hall,,LPL Financial LLC Chicago IL 18 S Michigan Ave,andy.hall@lpl.com,,Salesforce
10851343,Inactive Investor,Edith Reeves,,"Raymond James Financial Services, Inc. Nashville TN 7651 Hwy 70 S",,,Salesforce
234748,, -,,[[Unknown]],john2browning@gmail.com,,
10661496,,Kamalesh Desai,,,kdesai@globalaji.com,,List Import
10764804,Inactive Investor,Elizabeth Oldham Grissom,Wealth Management Associate,Morgan Stanley Sarasota FL 2 N Tamiami Trl,liz.grissom@morganstanley.com,,Salesforce
11114803,Inactive Investor,David Alger,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",david.alger@ml.com,,Salesforce
11135034,Inactive Investor,Larry Vogt,,LPL Financial LLC Dubuque IA Private Residence,larry.vogt@lpl.com,,Salesforce
11061554,Inactive Investor,Ashley Izor,,"Benjamin F. Edwards & Company, Inc. Panama City FL 2585 Huntcliff Ln",ashley.izor@benjaminfedwards.com,,Salesforce
239855,,fabien gauthier,,[Unknown],fabiengauthier884@gmail.com,,Event
9626561,,Chantelle Gilchrist,,,gilchristchantelle@yahoo.com,,List import
11084368,Inactive Investor,David Semelsberger,Manager,LPL Financial LLC,david.semelsber@lpl.com,,Salesforce
11094696,Inactive Investor,Lori Daffron,Senior Vice President - Wealth Management,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,lori.daffron@ubs.com,,Salesforce
10849870,Inactive Investor,Anthony Cordell,,"Osaic Wealth, Inc. Wichita KS 7570 W 21st St N",,,Salesforce
11074376,Inactive Investor,Richard Kirk,,Advisor Share Wealth Management Morton IL Private Residence,,,Salesforce
9564816,,David Boike,,,dave@theretirementresource.org,,List import
10828455,Inactive Investor,James Jefferson,Financial Advisor,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,mjefferson@rwbaird.com,,Salesforce
10996727,Inactive Investor,Abraham Arce,Chief Compliance Officer,Fiori Financial Group,abraham.arce@fiorifg.com,,Salesforce
9622959,,George Hoguet,,,ghoguet@hotmail.com,,List import
10494523,,John Garvey,"Chief Compliance Officer, Co-Founder, Manager, Partner","Bland Garvey Wealth Advisors, LLC",jgarvey@bgemdcapitaladvisors.com,,List Import
9579587,,Robert Cowles,,,rcowles@neirg.com,,List import
10985670,Inactive Investor,Lisa Castro,,PFS Investments Inc. Ontario CA 1801 Excise Ave,lcastro@primerica.com,,Salesforce
10852125,Inactive Investor,Adrienne Zingrich,Chief Compliance Officer;Chief Operating Officer,"The Patten Group, Inc.",adrienne@360patten.com,,Salesforce
11130497,Inactive Investor,Dylan Ray,,"Sanford C. Bernstein & Co., LLC",dylan.ray@bernstein.com,,Salesforce
10824437,Inactive Investor,Todd Dudley,,"Raymond James Financial Services, Inc. Barboursville WV 3 Chateau Grove Ln",todd.dudley@raymondjames.com,,Salesforce
10897548,Inactive Investor,Matthew Adlard,Registered Client Service Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,matthew.adlard@ubs.com,,Salesforce
11131220,Inactive Investor,Michael Spaulding,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Huntsville AL 305 Church St SW,michael.spaulding@morganstanley.com,,Salesforce
221467,,Govind TC,,[Unknown],govindtc.89@gmail.com,,
335409,,Marty Kelman,"Chairman, Co-Founder",Kelman Lazarov Inc,marty@kelman-lazarov.com,901-685-8284,Manual List Upload
10827893,Inactive Investor,Arthea Matthews,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",arthea.matthews@tiaa-cref.org,,Salesforce
11077862,Inactive Investor,Netah Osona,,Citigroup Global Markets Inc.,netah.osona@citigroup.com,,Salesforce
10801528,Inactive Investor,Stephney Gordon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",stephney.gordon@ml.com,,Salesforce
9599134,,mathew todd,,,mathew.todd@gmail.com,,List import
11138918,Inactive Investor,Paul Previte,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hingham MA 175 Derby St",paul.r.previte@ampf.com,,Salesforce
10888967,Inactive Investor,Ryan Ederle,Financial Advisor,Edward Jones Saint Louis MO 1908 Park Ave,ryan.ederle@edwardjones.com,,Salesforce
10918980,Inactive Investor,Suzanne McHugh,,"Empower Financial Services, Inc",suzanne.mchugh@empower.com,,Salesforce
11096768,Inactive Investor,Harrison Dale,Associate Vice President;Financial Analyst,Rockefeller Financial LLC,hdale@rockco.com,,Salesforce
11206661,Inactive Investor,Kevin Scorsone,,LPL Financial LLC Saginaw MI 1004 N Michigan Ave,kevin.scorsone@lpl.com,,Salesforce
10929660,Inactive Investor,Joel Bergantino,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,joel.bergantino.tizc@statefarm.com,,Salesforce
9593658,,Ashley Chong,,,ashleyreneechong@gmail.com,,List import
11255361,Inactive Investor,Ryan Heidenreich,,Sunpointe Investments,,,Salesforce
11077656,Inactive Investor,Estevan Troche,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10952996,Inactive Investor,Andrew Meyers,,Edward Jones Council Bluffs IA 103 North Ave,andrew.meyers@edwardjones.com,,Salesforce
11153603,Inactive Investor,Miguel Santiago,,Fidelity Brokerage Services LLC,miguel.santiago@fmr.com,,Salesforce
10924388,Inactive Investor,Kevin Lynch,,"MML Investors Services, LLC Chelmsford MA 233 Chelmsford St",klynch@financialguide.com,,Salesforce
10866862,Inactive Investor,Bernie Sones,,"FBL Marketing Services, LLC Hartford City IN 2203 N Walnut St",,,Salesforce
10755977,Inactive Investor,David Foreman,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,david.r.foreman@morganstanley.com,,Salesforce
10817633,Inactive Investor,Steven Addison,,The AmeriFlex Group Sikeston MO 118 E Frnt St,,,Salesforce
11223303,,Robert Mendenall,,,rmendenall@retirementwealthadvisors.com,,List Import
11114606,Inactive Investor,Noor Amirali,,"D.H. Hill Securities, LLLP",noor@dhhill.com,,Salesforce
11092775,Inactive Investor,Ruby Deans,,Davenport & Company LLC Raleigh NC 3605 Glenwood Ave,rdeans@investdavenport.com,,Salesforce
10903203,Inactive Investor,Phyllis Egan,,"Charles Schwab & Co., Inc. Northbrook IL 444 Skokie Blvd",phyllis.egan@schwab.com,,Salesforce
10824692,Inactive Investor,James Plaster,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Tuscaloosa AL 1470 N Bank Pkwy",jordan.plaster@ampf.com,,Salesforce
10910245,Inactive Investor,Jordon Jellison,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 4810 Spicewood Springs Rd",jordon.jellison@ampf.com,,Salesforce
11126517,Inactive Investor,Stephen Martino,Chief Financial Officer;Investment Advisor,"Wellesley Asset Management, Inc.",stephenmartino@wellesleyinvestment.com,,Salesforce
237005,, -,,[[Unknown]],daidior24@gmail.com,,
10800164,Inactive Investor,Frank Auletti,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,fauletti@allianceg.com,,Salesforce
10900526,Inactive Investor,Cory Lobell,Financial Advisor,Edward Jones Metairie LA 701 Metairie Rd,cory.lobell@edwardjones.com,,Salesforce
10922768,Inactive Investor,Nathan Lenz,Chief Executive Officer;Co-Founder;Founder;Founding Partner,"Concurrent Investment Advisors, LLC",,,Salesforce
10934409,Inactive Investor,Christopher Guck,,LPL Financial LLC Depew NY 4979 Transit Rd,christopher.guck@lpl.com,,Salesforce
11235634,Inactive Investor,Samuel Stacey,Associate Advisor;Wealth Advisor,"Nilsine Partners, LLC",samuelstacey@nilsinepartners.com,,Salesforce
11019717,Inactive Investor,Jarrod Pape,,Cetera Advisors LLC Akron OH 275 Springside Dr,,,Salesforce
11197198,Inactive Investor,Eloy Leal,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
335655,,Anthony Tait,Director,Baillie Gifford Overseas Ltd,anthony.tait@bailliegifford.com, -2752087,Manual List Upload
151249,,Faisal abdul sattar,,[Unknown],faisalabdulsattar13@gmail.com,,Organic Search
11154289,Inactive Investor,Amy Kopec,,State Farm VP Management Corp. Carnegie PA 915 Washington Ave,,,Salesforce
10596229,,Nolan Karfonta,,,nolan@wagenerlee.com,,Web Form Fillout
10895703,Inactive Investor,Greg Dangar,,"Latitude Advisors, LLC Woodstock GA 6355 Old Hwy 5",gdangar@latitudefinancial.net,,Salesforce
10846997,Inactive Investor,Jacinta Devoes,,PFS Investments Inc. West Point GA 815 3rd Ave,jacinta.devoes@primerica.com,,Salesforce
9604060,,ROBERT SANCHEZ,,,pippa.wiskin@lmax.com,,List import
346422,,Thomas Fritz,Executive Director,Bellecapital International,thomas.fritz@bellecapital-intl.com,414-426-81170,Manual List Upload
9555117,,James Richard,,,jrichard@snowdenlane.com,,
9644178,,Shilong Wang,,,e275919713@gmail.com,,List import
335939,, -,,[[Unknown]],woojs8972@gmail.com,,Direct
10782242,Inactive Investor,Ryan Smith,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,ryan.smith@fidelity.com,,Salesforce
11128878,Inactive Investor,Steven Gilbert,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
11094052,Inactive Investor,Myles Bayne,Service Associate,Morgan Stanley New York NY 55 E 52nd St,myles.bayne@morganstanley.com,,Salesforce
10995172,Inactive Investor,Andrew Stevenson,,"Truist Investment Services, Inc. Dawsonville GA 136 Hwy 400 S",andrew.stevenson@truist.com,,Salesforce
9578751,,Anthony Mangano,,,aamangano@ft.newyorklife.com,,List import
237876,, -,,[[Unknown]],dpimpi@verizon.net,,
10997053,Inactive Investor,Priya Sagar,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,priya.sagar@fmr.com,,Salesforce
10614342,,Amanda Salo,"Financial Advisor, Investment Advisor",,amanda_salo@glic.com,,List Import
11198734,Inactive Investor,Gary Lewis,,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",,,Salesforce
11002429,Inactive Investor,Israel Saldana,,J.P. Morgan Securities LLC Lakewood CA 5059 Lakewood Blvd,israel.saldana@jpmorgan.com,,Salesforce
10929252,Inactive Investor,Mary Brimer,Financial Planner,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
11097918,Inactive Investor,Christopher Brown,Chief Compliance Officer,"The Advisory Resource Group, LLC",christopher@cpfguide.com,,Salesforce
9579388,,William Newsome,,,william.newsome@fidelity.com,,List import
11088637,Inactive Investor,Scott Szatkowski,,Stonex Securities Inc. Webster NY 680 Ridge Rd,scott.szatkowski@saswealth.com,,Salesforce
9587713,,mcconaughey matthew,,,matthewbtcetc@gmail.com,,List import
231142,,Michael -,,RAA,mkane@raa.com,,
9571382,,Roberto Recine,,,rrecine@ft.newyorklife.com,,List import
10775118,Inactive Investor,Stephen Dirnberger,Associate Financial Advisor,"Ameriprise Financial Services, LLC Saint Joseph MI 505 Pleasant St",stephen.c.dirnberger@ampf.com,,Salesforce
11143054,Inactive Investor,Charles Vanorder,Financial Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",charles.vanorder@equitable.com,,Salesforce
10647283,,Jenifer Mutari,,,jenifer.mutari@edwardjones.com,,List Import
10866426,Inactive Investor,Jason Newnham,,"Raymond James Financial Services, Inc. Lake Oswego OR 5335 Meadows Rd",jason.newnham@raymondjames.com,,Salesforce
9645137,,Jose Ursua,,,jose.ursua@dodgeandcovx.com,,List import
10937259,Inactive Investor,Guadalupe Moncada,,PFS Investments Inc. Meridian ID 1530 W State St,guadalupe.moncada@primerica.com,,Salesforce
10902510,Inactive Investor,James Glenn,,"Raymond James & Associates, Inc.",james.glenn@raymondjames.com,,Salesforce
11235169,Inactive Investor,Andrew Abysalh,Financial Advisor,Strategy Financial Group,dabysalh@strategyfinancialgroup.com,,Salesforce
10778255,Inactive Investor,Bartley Bates,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,bart.bates@ubs.com,,Salesforce
9584728,,Sharon Ryan,,,sharon.ryan@lfg.com,,List import
10973496,Inactive Investor,Dung Le,Wealth Management Banker,"U.S. Bancorp Investments, Inc. San Jose CA 1399 Foxworthy Ave",yung.le1@usbank.com,,Salesforce
11020143,Inactive Investor,Michelle Krick,Compliance Manager;Regulatory Contact,"Miller Global Investments, L.L.C.",mkrick@millerglobalinvestments.com,,Salesforce
9615280,,Mike Mueller,,,mjmueller23@gmail.com,,List import
11223176,,John Lo,,,john.lo@empower.com,,List Import
11191891,Inactive Investor,Ryan Kunz,Financial Advisor,Commonwealth Financial Network Adell WI Private Residence,rkunz@commonwealth.com,,Salesforce
9559862,,Nathaniel Brown,,,nathaniel.brown@outlook.co.nz,,List import
10776420,Inactive Investor,Connie Phan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fountain Valley CA 17430 Brookhurst St",connie.phan@ml.com,,Salesforce
9588293,,Kevin Kauffman,,,kevin@group4610.com,,List import
10910939,Inactive Investor,Eric Maldonado,Chief Compliance Officer;Owner,Aquila Wealth Advisors,eric@aquilawealth.com,,Salesforce
11199376,Inactive Investor,Keith Sprincz,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member;President,"Sprincz Advisory Group, LLC",keith@sprinczadvisorygroup.com,,Salesforce
11210898,Inactive Investor,Joshua Boomsma,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sioux City IA 501 Pierce St",joshua.boomsma@usbank.com,,Salesforce
10825578,Inactive Investor,Bernard King,,"Concourse Financial Group Securities, Inc. Charlotte NC Private Residence",bernard.king@concoursefinancial.com,,Salesforce
11210973,Inactive Investor,Joseph Butler,,"Allstate Financial Services, LLC Angola IN 105 S Public Sq",,,Salesforce
10840219,Inactive Investor,Amy Liu,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11124275,Inactive Investor,David Deaquino,,NYLIFE Securities LLC Oklahoma City OK 3030 NW Expy,dwdeaquino@ft.newyorklife.com,,Salesforce
11110438,Inactive Investor,Eric Weinlein,Chief Compliance Officer;Chief Financial Officer;Founder,WESCAP Group,,,Salesforce
10961771,Inactive Investor,Jarrod Hodges,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,jhodges02@ft.newyorklife.com,,Salesforce
10775861,Inactive Investor,Amy Gilbert,,UBS Financial Services Inc. Henderson NV 2475 Village View Dr,amy.gilbert@ubs.com,,Salesforce
10968920,Inactive Investor,Lorrie Carter,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10870999,Inactive Investor,James Tekippe,,LPL Financial LLC New Hampton IA Private Residence,james.tekippe@lpl.com,,Salesforce
10805507,Inactive Investor,Brendan Meyer,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",brendan.meyer@nm.com,,Salesforce
10860490,Inactive Investor,Matthew Silverhardt,Financial Professional,LPL Financial LLC King of Prussia PA 630 Freedom Business Ctr Dr,matt.silverhardt@lpl.com,,Salesforce
11003158,Inactive Investor,Charles Cunningham,Associate,Edward Jones Kearney NE 3811 Central Ave,charles.cunningham@edwardjones.com,,Salesforce
226668,, -,,[[Unknown]],cvacca@msn.com,,Initial Salesforce Import
198481,,Jay mehta,,[Unknown],europamjm@outlook.com,,Direct
9643304,,Barbara Bailey,,,bwbailey@icloud.com,,List import
11236913,Inactive Investor,Matthew Haraburda,Chief Investment Officer;Financial Planner,"Bernardo Wealth Planning, LLC",,,Salesforce
9622157,,Michael Di Corpo,,,mdicorpo@ieg-america.com,,List import
9635036,,Connor Peterson,,,connor.peterson@intellicents.com,,List import
11030428,Inactive Investor,Eileen Isola,,Citigroup Global Markets Inc.,eileen.isola@citi.com,,Salesforce
9640255,,John Weimer,,,john.weimer@cshs.org,,List import
11221964,,Ryan Paylor,,,rpaylor@herzfeld.com,,List Import
9555572,,Thomas Dupree,,,tdupree@dupreefinancial.com,,List import
10617975,,Ryan McGinnis,,,ryan.p.mcginnis@wellsfargo.com,,List Import
9575260,,Diana Wint,,,dwint105@gmail.com,,List import
11254489,Inactive Investor,Muhammad Mirza,,Leerink Partners LLC San Francisco CA 255 California St,,,Salesforce
9573775,,kyong CHANG,,,dreamhouse66@gmail.com,,List import
11212148,Inactive Investor,John Farah,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Grand Blanc MI 8235 Holly Rd,,,Salesforce
10849160,Inactive Investor,Arthur Montgomery,Chief Compliance Officer;Managing Member;Owner;President,Paramount Financial LLC,,,Salesforce
11051967,Inactive Investor,Jake Pezzi,Financial Planner,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",jake.pezzi@prudential.com,,Salesforce
5867594,,abdurahman abid,,,abdurahmanwatan72@gmail.com,,Web Form Fillout
10614992,,Jeffrey Putterman,"Financial Advisor, Senior Vice President",,jeffrey.putterman@morganstanley.com,,List Import
11088510,Inactive Investor,Christopher Van Son,,"Raymond James Financial Services, Inc. Orchard Park NY 3415 Orchard Park Rd",christopher.van-son@raymondjames.com,,Salesforce
9565856,,Justin Coulam,,,beasttradinginc@gmail.com,,List import
9596682,,Brandon Navara,,,bnavara@wealthenhancement.com,,List import
10999679,Inactive Investor,Mark Rubidge,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,mark.rubidge@nb.com,,Salesforce
10510727,,Seth Rosenthal,Chief Investment Officer,Academy Asset Management,srosenthal@academyalpha.com,,List Import
10924635,Inactive Investor,Kevin Harper,Executive Vice President;Financial Planner,"RFG Advisory, LLC Birmingham AL 248 Inverness Center Dr",kharper@rfgadvisory.com,,Salesforce
11081467,Inactive Investor,Kelley Mckee,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",kelley.mckee@ml.com,,Salesforce
11031670,Inactive Investor,Joris Bastien,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Quantaraxia LLC,joris@quantaraxia.com,,Salesforce
11138851,Inactive Investor,Hyrum Allred,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11033320,Inactive Investor,Allison Cresci Callahan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",,,Salesforce
347580,,Charles Hicks,Chief Customer Officer,Sowell Management,chuck@sowellmanagement.com,501-219-2434,Manual List Upload
148050,,Rahul Ghosh,,[Unknown],rmnghosh@gmail.com,,
107926,,mortin levy levy,,private,xldad@aol.com,847-4337520,
10790026,Inactive Investor,Bradford Dinsmore,Chief Compliance Officer;Partner;President,"Cornerstone Capital, Inc.",bdinsmore@cornerstone-capital.net,,Salesforce
11072028,Inactive Investor,Daniel Allen,Wealth Management Associate,"Smith, Moore & Co. Topeka KS 3024 SW Wanamaker Rd",dallen@smithmoore.com,,Salesforce
11172197,Inactive Investor,Budd Anderson,Director;Portfolio Manager;President,BF/Anderson,andy.anderson@bfanderson.com,,Salesforce
11181963,Inactive Investor,Helen Carneal,,"Truist Investment Services, Inc. Mechanicsville VA 9283 Chamberlayne Rd",helen.carneal@truist.com,,Salesforce
9599233,,John Williams,,,john@ironwood-wealth.com,,List import
11052750,Inactive Investor,Roger Fan,Chairman;Chief Investment Officer;Founder;Managing Member,RF Capital Management,roger.fan@rfcapitalmanagement.com,,Salesforce
10794757,Inactive Investor,Phillip Sielatycki,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Cary NC 200 S Academy St",phillip.p.sielatycki@ampf.com,,Salesforce
10902894,Inactive Investor,Bryan Everhart,Associate Financial Advisor,"Ameriprise Financial Services, LLC Elizabethtown PA 160 Hershey Rd",bryan.everhart@ampf.com,,Salesforce
10812383,Inactive Investor,Denise Stuart,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",dstuart@tiaa-cref.org,,Salesforce
10599351,,Armahn Hadjian,,,armahn.hadjian@lpl.com,,Web Form Fillout
74291,,Sheila Brooks,"Financial Advisor, Financial Representative","Principal Securities, Inc.",brooks.sheila@principal.com,423-508-3022,
10853028,Inactive Investor,Shana Despres,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",sdespres@financialguide.com,,Salesforce
231643,, -,,[[Unknown]],marconijoe68@gmail.com,,Organic Search
10907803,Inactive Investor,Sergio Tellez,,J.P. Morgan Securities LLC Houston TX 13706 East Fwy,sergio.tellez@jpmorgan.com,,Salesforce
227620,, -,,[[Unknown]],wakaca@protonmail.com,,
10879929,Inactive Investor,Jorge Vega,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jorge.j.vega@jpmorgan.com,,Salesforce
11135633,Inactive Investor,Brett Clarke,Financial Advisor,"Independent Financial Group, LLC Oceanside CA 3642 Ocean Ranch Blvd",bclarke@ifgrr.com,,Salesforce
10793802,Inactive Investor,Matthew Ehinger,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",ehingerm@stifel.com,,Salesforce
11135650,Inactive Investor,Rachael Van Remortel,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,rachael.vanremortel@fidelity.com,,Salesforce
10842701,Inactive Investor,Przemyslaw Filipek,Associate Vice President;Wealth Manager,Rockefeller Financial LLC,pfilipek@rockco.com,,Salesforce
10617865,,Andrew Lucas,,,andrew_lucas1@ml.com,,List Import
10613607,,James Coan,"Associate Director, Financial Advisor, First Vice President, Senior Wealth Strategy Associate",,james.coan@ubs.com,,List Import
342851,, -,,[[Unknown]],cainkillme@163.com,,
10891242,Inactive Investor,Lynn Henderson,,MWA Financial Services Inc. Dawsonville GA 135 Prominence Ct,lynn.f.henderson@mwarep.org,,Salesforce
9633001,,Ann Haggart,,,ann@famecurrency.com,,List import
9579270,,Lyuben Belov,,,lyuben@gmail.com,,List import
11231014,Inactive Investor,Sanjay Jikaria,,Citigroup Global Markets Inc. Scarsdale NY 845 Central Park Ave,,,Salesforce
10973528,Inactive Investor,Donna McMillin,,"U.S. Bancorp Investments, Inc. Rochester MN 155 1st Ave SW",donna.mcmillin@usbank.com,,Salesforce
10767342,Inactive Investor,Thien-Hien Nguyen,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",sam_nguyen@ml.com,,Salesforce
9631707,,Andrius Su?ilovas,,,sushilovas@gmail.com,,List import
10903440,Inactive Investor,Chelsea Colvin,,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,,,Salesforce
10944993,Inactive Investor,Cody Hamilton,StockBroker,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11037230,Inactive Investor,Lori Fino,,"The Leaders Group, Inc.",lori@leadersgroup.net,,Salesforce
11077038,Inactive Investor,David Lambert,,J.P. Morgan Securities LLC Boston MA 160 Federal St,david.lambert@jpmorgan.com,,Salesforce
10895768,Inactive Investor,Brian Bertsch,,"Wells Fargo Advisors Financial Network, LLC Mercer Island WA 2731 77th Ave SE",,,Salesforce
11178115,Inactive Investor,Jeffrey Earle,Associate Vice President;Wealth Advisor,Morgan Stanley Sacramento CA 400 Capitol Mall,jeffrey.earle1@morganstanley.com,,Salesforce
9564108,,Christian Reces,,,chanx300@gmail.com,,List import
10833801,Inactive Investor,Jose Rasco,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,jose.rasco@us.hsbc.com,,Salesforce
10883902,Inactive Investor,Nicholas Philippi,Associate;Financial Advisor,"Raymond James & Associates, Inc. Boston MA 1 International Pl",nick.philippi@alexbrown.com,,Salesforce
194864,,Michal Hájek,,[Unknown],fffpro@seznam.cz,,source
10935368,Inactive Investor,Timothy Sieja,Financial Associate,Thrivent Investment Management Inc. Huntsville AL 7500 Memorial Pkwy SW,timothy.sieja@thrivent.com,,Salesforce
11086841,Inactive Investor,Guadalupe Ponciano,Senior Vice President,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,guadalupe.ponciano@primerica.com,,Salesforce
10917271,Inactive Investor,Brandi Blanchard,,"Independent Financial Group, LLC Bossier City LA 5015 Shed Rd",,,Salesforce
10777903,Inactive Investor,Lori Villegas,Senior Vice President;Wealth Advisor,Morgan Stanley Baltimore MD 1201 Wills St,lori.villegas@morganstanley.com,,Salesforce
10798877,Inactive Investor,Andrea Perryman,Financial Advisor;Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",andrea.perryman@wellsfargo.com,,Salesforce
10857416,Inactive Investor,Jayce Erwin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",jayce.erwin@ml.com,,Salesforce
11173178,Inactive Investor,Michael Benditz,Financial Advisor,Edward Jones Broken Arrow OK 2546 E Kenosha St,michael.benditz@edwardjones.com,,Salesforce
228719,,sortino mario luis,,[[Unknown]],sortinomarioluis@gmail.com,,
11164552,Inactive Investor,Edward Lehmann,,"Allstate Financial Services, LLC Plainview NY 54 Sunnyside Blvd",edwardlehmann@allstate.com,,Salesforce
8481153,,Curtiss Kaufman,"Assistant Vice President, Investment Management Specialist","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",curtiss.kaufman@ml.com,940-297-6935,List Import
11201735,Inactive Investor,Michael McCabe,Vice President;Wealth Specialist Manager,TD Private Client Wealth LLC Jacksonville FL 9715 Gate Pkwy N,michael.mccabe2@td.com,,Salesforce
11220265,,Paul Duncan,,,pduncan@asbcm.com,,Other
10795265,Inactive Investor,Stephen Hubert,,"Raymond James Financial Services, Inc. Spring TX 1330 Lake Robbins Dr",stephen.hubert@raymondjames.com,,Salesforce
348757,,Harvey Radler,Managing Director,"Fusion Family Wealth, Llc",h.radler@fusionfamilywealth.com,516-206-1320,Manual List Upload
10969799,Inactive Investor,Warren Straub,,Lincoln Investment Greenville NC 1350 E Arlington Blvd,wstraub@lincolninvestment.com,,Salesforce
242005,,Chris Ishiij,Managing Partner,Ishii Capital,chris@ishiicapital.com,,Event
11103166,Inactive Investor,Christopher Ishii,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",chris.ishii@ml.com,,Salesforce
10895196,Inactive Investor,Thomas Palmer,Chief Investment Officer;Managing Member;Regulatory Contact,"Claremont Capital Management, LLC",tpalmer@claremontcapital.com,,Salesforce
11026560,Inactive Investor,Christopher Greggs,Manager,"Raymond James & Associates, Inc.",christopher.greggs@raymondjames.com,,Salesforce
11156653,Inactive Investor,April Horton,,Santander Securities LLC Trenton NJ 950 Parkway Ave,ahorton@santander.us,,Salesforce
11107268,Inactive Investor,David Salazar,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",dsalazar6@ml.com,,Salesforce
11142901,Inactive Investor,Eric Carrillo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC 1931 High House Rd",eric_carrillo@ml.com,,Salesforce
10850768,Inactive Investor,Kevin Chapin,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,kevin.chapin@fidelity.com,,Salesforce
10920949,Inactive Investor,Matthew Carbone,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
9633820,,Bennett Drago,,,badholdings@gmail.com,,List import
10656344,,Terence Nolan,,,terry.nolan@nm.com,,List Import
192354,,Ramesh mohata,,[Unknown],rameshmohata@gmail.com,,Paid Social
182013,,Kristijan Soldo,,[Unknown],soldo.bondi@gmail.com,,
11147125,Inactive Investor,Collin Kotek,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",collin.kotek@ml.com,,Salesforce
10777513,Inactive Investor,Jeffrey Lapp,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,jeffrey.lapp@ubs.com,,Salesforce
192530,,Abdulrahman Almoayed,,[Unknown],ak@almoayed.com,,
11172332,Inactive Investor,Rebekah Berry,Associate Branch Manager;Senior Investment Consultant;Senior Vice President,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,rberry@rwbaird.com,,Salesforce
246065,,Not Provided,Partner,Baker McKenzie,peter.chan@bakermckenzie.com,,Manual List Upload
11030861,Inactive Investor,Vermond Harris,,"Raymond James Financial Services, Inc. Huntington WV 2600 5th Ave",scott.harris@raymondjames.com,,Salesforce
228707,, -,,[[Unknown]],ce1lis19@protonmail.com,,
9585894,,Jurek Kocik,,,jurekkocikmd@gmail.com,,List import
11179008,Inactive Investor,James Durand,Financial Advisor,Commonwealth Financial Network North Adams MA 85 Main St,jdurand@commonwealth.com,,Salesforce
9587191,,Drew Wieder,,,dwieder@pcminvestment.com,,List import
11170719,Inactive Investor,Erick Roshelli,,"HighTower Securities, LLC Bethesda MD 7200 Wisconsin Ave",eroshelli@hightoweradvisors.com,,Salesforce
11000916,Inactive Investor,Henryk Rawner,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",henryk.rawner@equitable.com,,Salesforce
11001253,Inactive Investor,Blake Kral,,Cetera Advisor Networks LLC Saint Cloud MN 1407 33rd St S,,,Salesforce
11063473,Inactive Investor,Corinne Huston,Chief Compliance Officer;Client Service Associate,"Matthias Private Wealth, LLC",corinne.huston@matthiaspw.com,,Salesforce
7103907,,Abu Saye,,,abusayed455098@gamil.com,,Web Form Fillout
11073889,Inactive Investor,Kerry Ernst,Branch Office Administrator;Financial Advisor,Edward Jones Salisbury NC 460 Jake Alexander Blvd W,kerry.ernst@edwardjones.com,,Salesforce
11106077,Inactive Investor,Eric Montemaggi,Chief Compliance Officer;Chief Investment Officer;President,"Aurora Pointe Capital Management, LLC",eric@aurorapointecapital.com,,Salesforce
222403,,Vanessa Harrington,,[Unknown],vharringtonkc@gmail.com,,Direct
10795103,Inactive Investor,Edward Stahley,,Morgan Stanley Melbourne FL 8150 N Wickham Rd,lenny.stahley@morganstanley.com,,Salesforce
10845922,Inactive Investor,Patrice Cresci,Principal;Regional Director;Senior Financial Advisor,"Team Hewins, LLC",patricec@teamhewins.com,,Salesforce
11142448,Inactive Investor,Fatima Ali,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,fatima.ali@nb.com,,Salesforce
11111786,Inactive Investor,Greta Watkins,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
235993,, -,,[[Unknown]],laurentpomie@sfr.fr,,Organic Search
240817,,Joseph Grogan,"Head of Distribution, Americas",WisdomTree,jgrogan@wisdomtree.com,,Event
10928418,Inactive Investor,Tony Mattioli,,Deutsche Bank Securities Inc.,tony@deutschewealth.com,,Salesforce
10935968,Inactive Investor,John Arena,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,johnny.arena@fmr.com,,Salesforce
11081429,Inactive Investor,Stephen Wigley,,MWA Financial Services Inc. Maryville TN 321 Ellis Ave,stephen.a.wigley@mwarep.org,,Salesforce
10802284,Inactive Investor,Kent Haueter,,Harold Dance Investments,kent@harolddance.com,,Salesforce
10772551,Inactive Investor,Michael Goldberg,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,michael.b.goldberg@morganstanley.com,,Salesforce
10761500,Inactive Investor,Richard Ciraco,Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,richard.m.ciraco@jpmorgan.com,,Salesforce
10921551,Inactive Investor,Daryl Tegtmeier,Chief Compliance Officer;Managing Member;Owner,Epoch Family Wealth,,,Salesforce
10758856,Inactive Investor,Peter Izzo,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",peter_izzo@ml.com,,Salesforce
11064925,Inactive Investor,Simi Bridgelal,Private Client Advisor,J.P. Morgan Securities LLC Westbury NY 201 Post Ave,simi.bridgelal@jpmorgan.com,,Salesforce
9602061,,Raman Jindal,,,ramansinghjindal@gmail.com,,List import
9629175,,Miltie Verveniotis,,,mverve1@gmail.com,,List import
11255424,Inactive Investor,Tyler Van Selow,Investment Advisor;Portfolio Manager,"Virginia Investment Advisory, Inc.",,,Salesforce
9547071,,Joseph Miniel,,,minielj@gmail.com,,List import
11106705,Inactive Investor,Andrew Burns,Owner,"Hamilton Point Investment Advisors, LLC",,,Salesforce
11008685,Inactive Investor,Evelyn Carrera,,"Charles Schwab & Co., Inc. Lake Grove NY 2095 Smith Haven Plz",,,Salesforce
10880469,Inactive Investor,John Pittman,Financial Advisor,Edward Jones Allen TX 333 E Bethany Dr,john.pittman@edwardjones.com,,Salesforce
9561439,,Denis Connolly,,,denis.connolly@ie.logicalis.com,,List import
10878865,Inactive Investor,Brenda Heitmuller,,Key Investment Services LLC New Windsor NY 119 Temple Hill Rd,brenda_heitmuller@keybank.com,,Salesforce
10613486,,Eric Wittenberg,"Financial Advisor, Managing Director - Wealth Management",,eric.wittenberg@ubs.com,,List Import
224506,,Andy M,,United States,andyme1@icloud.com,,
11155851,Inactive Investor,Ryan Bott,,"RBC Capital Markets, LLC",,,Salesforce
10813105,Inactive Investor,Tony Bright,Financial Advisor,Edward Jones Seattle WA 6840 Fort Dent Way,tony.bright@edwardjones.com,,Salesforce
11118227,Inactive Investor,Reid Anderson,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",reid.anderson@rbc.com,,Salesforce
11180039,Inactive Investor,Sandra Hamilton,,LPL Financial LLC Orland Park IL 8400 W 159th St,sandra.hamilton@lpl.com,,Salesforce
9617828,,Vivek Khanna,,,vivek@pfmlp.com,,List import
11114359,Inactive Investor,Linda Mcclanahan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
219754,,Dominick Negrotto,,[Unknown],dnegrotto33@gmail.com,,Direct
11060652,Inactive Investor,James Tappan,,"Osaic Wealth, Inc. Oklahoma City OK 211 N Robinson Ave",,,Salesforce
11119630,Inactive Investor,Emily Davis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,emily.davis@fidelity.com,,Salesforce
10930019,Inactive Investor,Richard Byron,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,rickbyron@primerica.com,,Salesforce
10900203,Inactive Investor,John Digiovanna,Premier Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",john.digiovanna@wellsfargo.com,,Salesforce
10842998,Inactive Investor,Kim Sherwood,,Cetera Advisor Networks LLC Cincinnati OH 11427 Reed Hartman Hwy,sherwoodk@ceteranetworks.com,,Salesforce
11266266,,sean wilkins,,,seanwilkins.manager@gmail.com,,Web Form Fillout
10803088,Inactive Investor,Richard Neville,Branch Manager,LPL Financial LLC Hampton NH 1 Merrill Industrial Dr,richard.neville@lpl.com,,Salesforce
10860388,Inactive Investor,Bryan Abbott,Chief Compliance Officer,"S.B. Value Partners, L.P.",bryan.abbott@sbvalue.com,,Salesforce
11073385,Inactive Investor,Michael Weston,Financial Advisor,"Wells Fargo Clearing Services, LLC Ottumwa IA 231 W 2nd St",michael.d.weston@wellsfargo.com,,Salesforce
9644135,,James King,,,thetadowteam@gmail.com,,List import
11209944,Inactive Investor,Jesus Bojorquez,,"Charles Schwab & Co., Inc. Scarsdale NY 880 Central Park Ave",,,Salesforce
9612587,,Ryan Carpenter,,,rcarpenter@driehaus.com,,List import
11129575,Inactive Investor,Mark Hantho,,Citigroup Global Markets Inc.,,,Salesforce
10696018,,Kirstin Mobyed,,Clear Harbor Asset Management LLC,kmobyed@clearharboram.com,,List Import
11031767,Inactive Investor,Nathan Van Donselaar,,"Raymond James Financial Services, Inc. Pella IA 800 Main St",nathan.vandonselaar@raymondjames.com,,Salesforce
10489885,,Kenneth Blattenbauer,"Chief Compliance Officer, Chief Executive Officer, Founder, Investment Advisor Representative, President","Kingstone Capital Partners Texas, LLC",kenny@kingstonecp.com,866-361-1600,List Import
10894603,Inactive Investor,Basit Adhami,Private Client Banker;Vice President,J.P. Morgan Securities LLC Aurora IL 4461 Fox Valley Center Dr,basit.adhami@jpmorgan.com,,Salesforce
10825051,Inactive Investor,Gregory Harkrider,Financial Advisor,Edward Jones Austin TX 5506 W Hwy 290,greg.harkrider@edwardjones.com,,Salesforce
10951004,Inactive Investor,Andrew Scott,,"T.R. Winston & Company, LLC Los Angeles CA 2049 Century Park E",,,Salesforce
10926573,Inactive Investor,Ioannis Petromichelakis,,Citigroup Global Markets Inc.,ioannis.petromichelakis@citigroup.com,,Salesforce
11095746,Inactive Investor,Stacy Ambrosini,Chief Compliance Officer,Alley Company,stacy@alleycompanyllc.com,,Salesforce
10950632,Inactive Investor,Mandy Fung,,"Allstate Financial Services, LLC San Bruno CA 715 El Camino Real",mandyfung@allstate.com,,Salesforce
10885366,Inactive Investor,Travis Byrne,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9639038,,Alifia Doriwala,,,alifia.doriwala@rockcreekgroup.com,,List import
11022875,Inactive Investor,Karina Villasenor,,J.P. Morgan Securities LLC Fullerton CA 1235 N Harbor Blvd,karina.villasenor@jpmorgan.com,,Salesforce
10837713,Inactive Investor,Michael McNally,Financial Advisor;Managing Partner,LPL Financial LLC Oak Brook IL 1111 W 22nd St,michael.j.mcnally@lpl.com,,Salesforce
9599898,,roy Blokker,,,rjblokker@hotmail.com,,List import
11164231,Inactive Investor,Gary Owens,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
10933074,Inactive Investor,Jason Fernandez,Financial Advisor Associate,Morgan Stanley Woodland Hills CA 21650 Oxnard St,,,Salesforce
11016287,Inactive Investor,Robert Fitch,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,bob.fitch.lwpj@statefarm.com,,Salesforce
11031836,Inactive Investor,Todd Penrod,Chief Compliance Officer;Registered Principal,HBW Advisory Services LLC,todd.penrod@hbwadvisory.com,,Salesforce
81974,,Jennifer Carroll,"Principal, Consultant",Investment Performance Services Llc,jcarroll@ips-net.com,912-352-2862,Manual List Upload
11183810,Inactive Investor,Letalanoamanu Storey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11111962,Inactive Investor,Christian Chapiama,,LPL Financial LLC Cupertino CA 1111A Wolfe Rd,christian.chapiama@lpl.com,,Salesforce
11072652,Inactive Investor,Scott Marcus,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Albany GA 613 Pointe North Blvd",scott.marcus@wfafinet.com,,Salesforce
11009564,Inactive Investor,Jill Landrum,,PFS Investments Inc. Madison MS 100 Depot Dr,jlandrum@primerica.com,,Salesforce
10882450,Inactive Investor,Meera Gandhi,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10867167,Inactive Investor,Brigg Sabol,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brigg_sabol@vanguard.com,,Salesforce
338563,,Gary Rosenthal,"Partner, Limited Partner","The Sterling Group, L.p.",grosenthal@sterling-group.com,713-877-8257,Manual List Upload
10829774,Inactive Investor,Frank Keogh,Financial Advisor,"Ameriprise Financial Services, LLC Grosse Pointe MI 726 Notre Dame St",john.keogh@ampf.com,,Salesforce
11080262,Inactive Investor,Melissa Thomas,,"Northwestern Mutual Investment Services, LLC Roanoke VA 4909 Brambleton Ave",,,Salesforce
10904561,Inactive Investor,Gerald Davis,,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",gerald.davis@raymondjames.com,,Salesforce
11102588,Inactive Investor,Peter Glogowski,District Manager,PFS Investments Inc. Wichita KS 515 S Main St,peter.glogowski@primerica.com,,Salesforce
11099006,Inactive Investor,Kerry Lapatta,,Key Investment Services LLC Ambler PA 732 Norristown Rd,kerry_lapatta@keybank.com,,Salesforce
11221502,,Chase Korns,,,chase@signalsecurities.com,,List Import
11120424,Inactive Investor,Keenan Blanchford,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",keenan.blanchford@nm.com,,Salesforce
9619328,,Robert Rafael,,,robert@mrminv.com,,List import
10995380,Inactive Investor,Mirabella Ninh,,J.P. Morgan Securities LLC Brooklyn NY 1640 86th St,mirabella.ninh@jpmorgan.com,,Salesforce
10647247,,Margaret Boyle,,,margaret.r.boyle@jpmorgan.com,,List Import
11196708,Inactive Investor,Jamie Rutledge,,GWN Securities Inc. Wayne PA 940 W Valley Rd,jrutledge@gwnsecurities.com,,Salesforce
10793961,Inactive Investor,Jeffrey Fink,Financial Advisor,"Wells Fargo Clearing Services, LLC Anniston AL 101 E 11th St",jeff.fink@wellsfargoadvisors.com,,Salesforce
10916541,Inactive Investor,Donnie Plyler,,Cetera Advisors LLC Rock Hill SC 596 Herrons Ferry Rd,,,Salesforce
9573502,,Karim Ansar,,,karim.ansar@citadel.com,,List import
10955025,Inactive Investor,Benjamin Bischel,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10815564,Inactive Investor,Steven Scaletty,Investment Advisor Representative,"CreativeOne Securities, LLC Lawrence KS 4840 Bob Billings Pkwy",sscaletty@client1securities.com,,Salesforce
11116375,Inactive Investor,Sandra Pruett,Vice President,"Wells Fargo Clearing Services, LLC",sandra.pruett@wfafinet.com,,Salesforce
10837249,Inactive Investor,Meena Cheng,Founder;Investment Advisor Representative,Commonwealth Financial Network Kirkland WA 11335 NE 122nd Way,mcheng@commonwealth.com,,Salesforce
10762815,Inactive Investor,Seth Coren,Family Wealth Director;Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,seth.coren@morganstanley.com,,Salesforce
9620912,,Angus O'Callaghan,,,angus@uistconsulting.com,,List import
348963,,John Brooke,Senior Partner And Member,Brooke Private Equity Associates Management Llc,jbrooke@brookepea.com,617-227-3160,Manual List Upload
11125282,Inactive Investor,Patricia Jones,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,patricia.jones@primerica.com,,Salesforce
11004318,Inactive Investor,Zoua Lee,,"W&S Brokerage Services, Inc. Sacramento CA 2710 Gateway Oaks Dr",,,Salesforce
11039069,Inactive Investor,Rashaun Challenger,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,rchallenger@primerica.com,,Salesforce
11153727,Inactive Investor,Hanna Sheppard,Wealth Management Associate,Morgan Stanley Melville NY 58 S Service Rd,hanna.sheppard@morganstanley.com,,Salesforce
10936856,Inactive Investor,Catherine Whitmire,,MMC Securities LLC Wilbraham MA Private Residence,catherine.whitmire@mmc.com,,Salesforce
10764429,Inactive Investor,Philip Raia,,"Stoever, Glass & Company Inc.",,,Salesforce
11017644,Inactive Investor,Cherron Johnson,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,cbjohnson00@ft.newyorklife.com,,Salesforce
10817754,Inactive Investor,James Zorn,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",russ.zorn@ampf.com,,Salesforce
11035492,Inactive Investor,Austin Siefers,,"Principal Securities, Inc.",siefers.austin@principal.com,,Salesforce
10921097,Inactive Investor,Steven White,,The O.N. Equity Sales Company Englewood CO 8400 E Prentice Ave,,,Salesforce
9577782,,Addison Bartlett,,,abartlett@massmutual.com,,List import
9642686,,Kushal Kumar,,,kushal@kushalkumar.com,,List import
11097272,Inactive Investor,Brian McKenna,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",bmckenna@ml.com,,Salesforce
10817313,Inactive Investor,Thomas Hall,,GWN Securities Inc. Fayetteville NC 225 Fairway Dr,thall@gwnsecurities.com,,Salesforce
10962529,Inactive Investor,John Connaughton,Chief Compliance Officer;Chief Executive Officer;President,RhodeWay Financial,kevin.connaughton@rhodeway.org,,Salesforce
237022,, -,,[[Unknown]],770507600@qq.comqq.com,,Organic Search
11271425,,Ryan Brems,,,ryan@bremswealth.com,,Web Form Fillout
10967388,Inactive Investor,Davion Wallace,,PFS Investments Inc. Saint Ann MO 500 NW Plaza Dr,davion.wallace@primerica.com,,Salesforce
11103601,Inactive Investor,Christopher Bequette,Financial Advisor,LPL Financial LLC Little Rock AR Private Residence,christopher.bequette@lpl.com,,Salesforce
9555404,,Robert Carson,,,rcarson@wealthenhancement.com,,List import
10925887,Inactive Investor,Keanea Hoover,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,keanea_hoover@vanguard.com,,Salesforce
10659170,,Gregory Gregory,,,grgregory@hightoweradvisors.com,,List Import
10767027,Inactive Investor,Paul Sansonette,Investment Advisor Representative,"Symphony Financial Services, Inc. Akron OH 529 N Cleveland Massillon Rd",paul.sansonette@symphony-financial.com,,Salesforce
11028880,Inactive Investor,Jenna Kelchner,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10894142,Inactive Investor,Christopher Casella,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,christopher.casella@primerica.com,,Salesforce
11014204,Inactive Investor,Brandon Sewers,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",brandon.sewers@equitable.com,,Salesforce
10851688,Inactive Investor,David Tedder,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",david.tedder@nm.com,,Salesforce
10874073,Inactive Investor,Kevin Durbin,,State Farm VP Management Corp. Grinnell IA 234 W St S,kevindurbin@statefarm.com,,Salesforce
11091851,Inactive Investor,Daniel Curtis,,NYLIFE Securities LLC Mount Juliet TN Private Residence,dpcurtis@ft.newyorklife.com,,Salesforce
10776719,Inactive Investor,Ross Levin,Director;Founder;Officer;Shareholder,Accredited Investors Wealth Management,ross@accredited.com,,Salesforce
10826287,Inactive Investor,Chase Kelly,Financial Advisor;Financial Planning Specialist,Morgan Stanley Ann Arbor MI 2001 Commonwealth Blvd,,,Salesforce
9632211,,Juraj Fabus,,,juraj@dubnica.sk,,List import
11049839,Inactive Investor,Carole Julien,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,carole.julien@primerica.com,,Salesforce
11098927,Inactive Investor,Thomas Cakert,Owner;President,"TC Financial Management, Co Inc. Ventnor City NJ 11 S Somerset Ave",tcakert@tcfinmgt.com,,Salesforce
11007446,Inactive Investor,Kelly Wittpenn,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",kelly.coppedge@ml.com,,Salesforce
11002801,Inactive Investor,Michael Lash,,"FBL Marketing Services, LLC Humboldt IA 308 13th St S",michael.lash@fblfinancial.com,,Salesforce
9601787,,Kenneth Mims,,,kmims@bqcapitol.com,,List import
9551150,,will Briger,,,wbriger03@gmail.com,,List import
11055337,Inactive Investor,Elizabeth Connolly,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 1010 Ohio River Blvd",econnolly@htk.com,,Salesforce
10850115,Inactive Investor,Sheldon Harber,Senior Wealth Manager,"Visionary Wealth Advisors, LLC",sheldon.harber@vwa-llc.com,,Salesforce
10791696,Inactive Investor,Antonio Aiello,Private Wealth Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",antonio.c.aiello@ampf.com,,Salesforce
9553927,,John Legan,,,john.legan@arrivatollc.com,,List import
10871356,Inactive Investor,Jeremy Jokisch,,State Farm VP Management Corp. Shelbyville IL 1821 W Main St,,,Salesforce
11086750,Inactive Investor,John Kuhns,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,john.m.kuhns@jpmorgan.com,,Salesforce
10897262,Inactive Investor,Christopher Dubos,,"Principal Securities, Inc. Stevens Point WI 1100 Frontenac Ave",,,Salesforce
10888174,Inactive Investor,Roman Herz,,"Ameritas Investment Company, LLC Avon CT Private Residence",roman.herz@ameritas.com,,Salesforce
11048671,Inactive Investor,Jeff Mcmahan,Chief Compliance Officer;Owner;Principal,McMahan Capital Management,jeff@mcmahancapital.com,,Salesforce
10768334,Inactive Investor,Samuel Dickinson,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Glasgow KY 102 E Wayne St,sdickinson@rwbaird.com,,Salesforce
11182440,Inactive Investor,Eric Thompson,Owner,"Thompson Capital Management, LLC",,,Salesforce
10788249,Inactive Investor,Mazen Abifaker,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,mazen.aboufakhr@fidelity.com,,Salesforce
10889533,Inactive Investor,James Snider,,PlanMember Securities Corporation Naperville IL 400 E Diehl Rd,,,Salesforce
10758054,Inactive Investor,Harpreet Sidhu,Financial Advisor;Financial Planning Specialist,Morgan Stanley Plano TX 7500 Dallas Pkwy,harpreet.sidhu@morganstanley.com,,Salesforce
10771060,Inactive Investor,Michael Eshoo,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",michael_eshoo@ml.com,,Salesforce
373072,,Russell Olive,,[Unknown],russellolive1@gmail.com,,source
11036985,Inactive Investor,Matthew Orth,,"Truist Investment Services, Inc. Houston TX 1400 Post Oak Blvd",matt.orth@truist.com,,Salesforce
11177530,Inactive Investor,Gregory Schiffli,Founder;Managing Member;Owner;Principal,"On Target Wealth Partners, LLC",greg@ontargetwealth.com,,Salesforce
10882620,Inactive Investor,Jayme Lemaire,,"Raymond James Financial Services, Inc. Glastonbury CT 78 Eastern Blvd",jayme.lemaire@raymondjames.com,,Salesforce
10833280,Inactive Investor,Charles Rousseau,,"MML Investors Services, LLC Waterford CT 774 Broad Street Ext",crousseau@financialguide.com,,Salesforce
10657537,,Connie Heier,,,cheier@royalaa.com,,List Import
11110721,Inactive Investor,Tunisha Collure,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,chamikara.collure@jpmorgan.com,,Salesforce
4927480,,Richard Newman,,First Capital Alliance,tut666@aol.com,8479099994,Web Form Fillout
10830967,Inactive Investor,Preetinder Lnu,,"Wells Fargo Clearing Services, LLC Katy TX 5622 3rd St",preetinder.k.lnu@wellsfargo.com,,Salesforce
11140651,Inactive Investor,Fernando Rosales,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Claremont CA 339 Yale Ave",fernando.rosales2@ml.com,,Salesforce
10969934,Inactive Investor,James Dietter,Financial Representative,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",,,Salesforce
10928872,Inactive Investor,Mohamed Kassim,,"Osaic Wealth, Inc. Minneapolis MN 11060 1st Ave N",,,Salesforce
11015339,Inactive Investor,Julie Seeley,Regional Leader,PFS Investments Inc. Akron OH 55 S Miller Rd,julie.seeley@primerica.com,,Salesforce
11050651,Inactive Investor,Thomas Cook,,"Capacuity Securities, Inc.",,,Salesforce
11185547,Inactive Investor,Tsilavina Ranaivo Rajaonarisoa,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
28182,,Jeremy Crigler,CIO,Tulane University Endowment,jcrigler@tulane.edu, +1 203 716 8470,Database Upload
10922865,Inactive Investor,John Crumrine,Chief Compliance Officer;Financial Planner;Managing Member;Managing Principal,Brunswick Financial LLC Shallotte NC 5285 Main St,,,Salesforce
1001109,Inactive Investor,Evan Feng,CIO,Tapestry Capital,evan@tapcap.fund,,Direct
10805265,Inactive Investor,James Myers,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,james.myers@fidelity.com,,Salesforce
10908331,Inactive Investor,Mark Burton,Chief Compliance Officer,Marco Investment Management LLC,mburton@marcoinv.com,,Salesforce
10832946,Inactive Investor,Rodd Berro,Co-President,Pegasus Asset Management Inc,rberro@pegasusassetmgt.com,,Salesforce
10859053,Inactive Investor,Debby Johanson,Senior Client Specialist,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,djohanson@rwbaird.com,,Salesforce
11166965,Inactive Investor,Bridget Jones,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 55 M St SE",bridget.jones@ml.com,,Salesforce
9610743,,steven ndaula,,,bitcointrading90@gmail.com,,List import
10790979,Inactive Investor,Christopher Kamnitsis,Financial Advisor,LPL Financial LLC Flemington NJ 56 Main St,christopher.kamnitsis@lpl.com,,Salesforce
10951419,Inactive Investor,Muni Bhambri,Senior Manager,"Equitable Advisors, LLC Charlotte NC 8501 IBM Dr",muni.bhambri@equitable.com,,Salesforce
345027,,Howard Haber,President,"Apollo Wealth Management, Ltd.",hshaber@apollowealth.com,610-715-2881,Manual List Upload
10645985,,Connor Vanderbrug,,,cvanderbrug@allstate.com,,List Import
9547359,,Michael Mess,,,mike.mess@veracitycapital.com,,List import
10812684,Inactive Investor,Michael Gaudet,,"Northwestern Mutual Investment Services, LLC Gardner MA 41 Lennon St",michael.a.gaudet@nm.com,,Salesforce
10808285,Inactive Investor,Brett Rosson,Financial Advisor,Edward Jones Batesville MS 171 Lakewood Dr,brett.rosson@edwardjones.com,,Salesforce
10921268,Inactive Investor,Roberta Newhouse,Managing Member,"Alturas Wealth Management, LLC",,,Salesforce
11067873,Inactive Investor,Nikki Sutcliffe,Director - Advisory Services;Director - Client Relations;Regulatory Contact,Stableford Capital LLC,nikki@stablefordcapital.com,,Salesforce
10952237,Inactive Investor,Luke Ross,Chief Operating Officer,"Canvas Wealth Advisors, LLC",luke@canvaswealthadvisors.com,,Salesforce
10914863,Inactive Investor,Christina Galvan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11023271,Inactive Investor,Robert Skuba,,LPL Financial LLC Mendham NJ 65 W Main St,robert.skuba@lpl.com,,Salesforce
10826701,Inactive Investor,Noel Wolfe,Corporate Retirement Director;Financial Advisor;First Vice President,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,noel.wolfe@morganstanley.com,,Salesforce
10656423,,Michael Smith,,,michael.t.smith@lpl.com,,List Import
11011359,Inactive Investor,Billie Vanlith,Private Client Advisor,J.P. Morgan Securities LLC Lake Havasu City AZ 1895 McCulloch Blvd N,billie.vanlith@jpmorgan.com,,Salesforce
11196568,Inactive Investor,Margaret Laughner,,"APW Capital, Inc. Beaver PA 1221 3rd St",,,Salesforce
11097484,Inactive Investor,Sean Bannon,Investment Officer,"Mill Creek Capital Advisors, LLC Pittsburgh PA 651 Holiday Dr",sbannon@millcreekcap.com,,Salesforce
10860560,Inactive Investor,Nicole Hobson,Financial Advisor;Financial Services Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",nhobson@financialguide.com,,Salesforce
11305535,Inactive Investor,Adam Grossman,Global Equity CIO Partner,"RiverFront Investment Group, LLC",agrossman@riverfrontig.com,8048361512,Salesforce
9639331,,Randy Parker,,,randyp@ctww.org,,List import
11255120,Inactive Investor,William George,Reporting Analyst,Lake Street Advisors,,,Salesforce
11183568,Inactive Investor,Austin Gutknecht,Financial Advisor,SageSpring Wealth Partners Clarinda IA 114 W Main St,austin.gutknecht@sagespring.com,,Salesforce
11196481,Inactive Investor,Meredeth Bertacco,Financial Advisor,Edward Jones Sebastopol CA 7182 Healdsburg Ave,meredeth.bertacco@edwardjones.com,,Salesforce
9618080,,Gregory Hirshman,,,ghirshman@meritagegroup.com,,List import
335840,,Joseph Raskauskas,,Personal Capital Advisors Corporation,joseph.raskauskas@personalcapital.com,,
11132472,Inactive Investor,Richard Zito,Chief Compliance Officer;Co-Founder;Managing Member,"Flynn Zito Capital Management, LLC Garden City NY 300 Garden City Plz",flynn.zito@lpl.com,,Salesforce
11026634,Inactive Investor,Andy Croucher,Financial Professional,"Equitable Advisors, LLC Overland Park KS 7400 W 110th St",andy.croucher@equitable.com,,Salesforce
344561,,Eric Shisler,Vice President & Director Of Research,"Budros, Ruhlin & Roe",eshisler@b-r-r.com,614-481-6900,Manual List Upload
9559585,,Thomas Hergott,,,thergott@sagepointadvisor.com,,List import
11123566,Inactive Investor,Kyle Bennett,Analyst Manager;Investment Specialist,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,kyle.m.bennett@jpmorgan.com,,Salesforce
10659134,,Denise Erickson,,,denise.a.erickson@morganstanley.com,,List Import
11152872,Inactive Investor,Jennifer Navarro,,"HighTower Securities, LLC",jnavarro@hightoweradvisors.com,,Salesforce
9543361,,Brian Held,,,bheld@massmutual.com,,List import
11087654,Inactive Investor,Rachel Kanter,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",rachel.kanter@bofa.com,,Salesforce
11233045,Inactive Investor,Andrew Goyhenetche,,United Planners' Financial Services of America A Limited Partner South San Francisco CA 611 Gateway Blvd,,,Salesforce
10874487,Inactive Investor,Kyle Banks,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 500 Broadway St",kyle.banks@ml.com,,Salesforce
52803,,Lucas Ahlberg,Financial Consultant,Thrivent Investment Management Inc.,lucas.ahlberg@thrivent.com,763-746-3163,
10855197,Inactive Investor,Frank Runco,Financial Advisor,LPL Financial LLC Washington PA Private Residence,frank.runco@lpl.com,,Salesforce
10858788,Inactive Investor,Gilbert Gallant,Financial Advisor,Commonwealth Financial Network Danvers MA 100 Conifer Hill Dr,ggallant@commonwealth.com,,Salesforce
9557148,,Alexander Barnes,,,alexanderbarnes450@gmail.com,,List import
10819202,Inactive Investor,Brigham Christiansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brigham.christiansen@fmr.com,,Salesforce
10930774,Inactive Investor,Glenn Cannon,,"Farmers Financial Solutions, LLC Waco TX 4800 W Waco Dr",gcannon@farmersagent.com,,Salesforce
10975332,Inactive Investor,William Apostolidis,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,william.apostolidis@primerica.com,,Salesforce
10948627,Inactive Investor,Nicole Mayer,,AW Securities Deerfield IL 2610 Lake Cook Rd,,,Salesforce
9624065,,Johannes Hankø,,,johanneshankoe@gmail.com,,List import
11017449,Inactive Investor,William Bowie,,"Cambridge Investment Research, Inc. Syossett NY Private Residence",,,Salesforce
9644438,,srfs dtgtfg,,,rxfgrs@gogo.com,,List import
10838559,Inactive Investor,John Madden,Senior Financial Representative,"Principal Securities, Inc. Maitland FL 495 N Keller Rd",madden.john@principal.com,,Salesforce
11033969,Inactive Investor,Kyle Rohrs,,"Raymond James Financial Services, Inc. Sidney OH 101 E Court St",,,Salesforce
245906,,Not Provided,Government Relations and Regulatory Strategy Director,TaxBit,john.schoenecker@taxbit.com,,Manual List Upload
11170699,Inactive Investor,Christopher Tenaglia,,"Truist Investment Services, Inc. Sarasota FL 1777 Main St",chris.tenaglia@truist.com,,Salesforce
11120219,Inactive Investor,Anna Schiffbauer,Financial Advisor,Hamilton Capital,anna.schiffbauer@hamiltoncapital.com,,Salesforce
6594382,,Melisa Considine,,,jsmith@yundt.com,,Web Form Fillout
11068718,Inactive Investor,Linda Horton,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11027173,Inactive Investor,Brian Latz,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",brian.latz@wellsfargoadvisors.com,,Salesforce
10862550,Inactive Investor,Beau Combs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 3430 Thomasville Rd",,,Salesforce
11206440,Inactive Investor,Michael Kelly,Financial Advisor,Edward Jones Lusby MD 11741 H G Trueman Rd,mike.kelly@edwardjones.com,,Salesforce
7884873,,James Yuot,,,jamesyuot@gmail.c,,Web Form Fillout
10863596,Inactive Investor,Jonathan Adolph,Portfolio Specialist;Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,jonathan.adolph@nb.com,,Salesforce
10611326,,Benjamin Seleski,"Assistant Vice President, Senior Financial Advisor",,benjamin.seleski@ml.com,,List Import
9626359,,Narendra Mali,,,narendra88222@gmail.com,,List import
11005549,Inactive Investor,Thomas Lee,,J.P. Morgan Securities LLC Anaheim CA 5791 E Santa Ana Canyon Rd,thomas.c.lee@chase.com,,Salesforce
10914704,Inactive Investor,Roger Pearson,,"Osaic Wealth, Inc. Bettendorf IA 2435 Kimberly Rd",rpearson@osaicwealth.com,,Salesforce
10917192,Inactive Investor,Debra Dickerson,,J.P. Morgan Securities LLC Sterling Heights MI 33051 Schoenherr Rd,debra.s.dickerson@jpmorgan.com,,Salesforce
226674,, -,,[[Unknown]],stpatten@netzero.com,,Initial Salesforce Import
11060085,Inactive Investor,Kevin Gorczynski,,Altruist Financial LLC Rockwall TX 1892 Tahoe Dr,kevin.gorczynski@altruist.com,,Salesforce
10656223,,Teri Shaw,,,teri.shaw@voyafa.com,,List import
10971537,Inactive Investor,Fabio Franzella,,"Allstate Financial Services, LLC Glen Head NY 1007 Glen Cove Ave",ffranzella@allstate.com,,Salesforce
11177247,Inactive Investor,Robert Rowland,Advisor,LPL Financial LLC Mountain View HI Private Residence,robert.rowland@lpl.com,,Salesforce
11036394,Inactive Investor,Daxton Broadbent,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9560389,,Duleeshan Don,,,duleeshan.chinthaka@gmail.com,,List import
11036569,Inactive Investor,Colin Fine,Financial Advisor,LPL Financial LLC Scottsdale AZ 11333 N Scottsdale Rd,colin.fine@lpl.com,,Salesforce
9615705,,Josh Waterman,,,h2oman75ak@gmail.com,,List import
10892321,Inactive Investor,Matthew Snow,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11027493,Inactive Investor,Jacqueline Gomez,,J.P. Morgan Securities LLC Lake Bluff IL 965 Rockland Rd,jacqueline.gomez@jpmorgan.com,,Salesforce
10846380,Inactive Investor,Dean Slader,Financial Advisor;Senior Operations Manager,"Wells Fargo Advisors Financial Network, LLC Parsippany NJ 181 New Rd",dgslader@wfafinet.com,,Salesforce
10841541,Inactive Investor,Ian Ruderman,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",iruderman@financialguide.com,,Salesforce
11056180,Inactive Investor,Marcel Smith,,"Wells Fargo Clearing Services, LLC Arlington VA 1500 Wilson Blvd",,,Salesforce
88957,,Susan Veligor,"Member, Principal","Cornerstone Financial Planning, Llc",susan@cornerstoneplanning.com,603-431-1133,Manual List Upload
10873761,Inactive Investor,Bryan Lawrence,Financial Advisor,LPL Financial LLC Conway AR Private Residence,bryan.lawrence@lpl.com,,Salesforce
11016929,Inactive Investor,Todd Olson,Financial Advisor,Edward Jones Onalaska WI 419 Sand Lake Rd,todd.olson@edwardjones.com,,Salesforce
10987642,Inactive Investor,Nadia Baig,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,nadia.baig@fmr.com,,Salesforce
11065411,Inactive Investor,Michael Carretta,,Commonwealth Financial Network,mcarretta@commonwealth.com,,Salesforce
9598603,,Eric Harbert,,,eharbert@mcgilladvisors.com,,List import
11254453,Inactive Investor,Adam Ibrahim,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 13560 Morris Rd",adam.ibrahim@wfafinet.com,,Salesforce
11091151,Inactive Investor,Richard Griep,Financial Advisor,Edward Jones Beaver Dam WI 203 Corporate Dr,rick.griep@edwardjones.com,,Salesforce
10808327,Inactive Investor,Joseph Balut,Financial Advisor,Edward Jones Mound MN 2305 Commerce Blvd,woody.balut@edwardjones.com,,Salesforce
10510275,,Garrett Stevens,CEO,Exchange Traded Concepts,garrett@exchangetradedconcepts.com,,List Import
9558719,,Peter Rivas,,,privas@fscadvisor.com,,List import
10509891,,Amelia Furr,"Head of Sales, Index",Morningstar,amelia.furr@morningstar.com,,List Import
11105247,Inactive Investor,Lydia Ferrer,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
147023,,Darryl Ross,,[Unknown],rosswalvera@yahoo.com,,
10916207,Inactive Investor,Andrew Panko,Chief Compliance Officer;Financial Planner;Owner,Tenon Financial,andy@tenonfinancial.com,,Salesforce
9601939,,Anis Bohra,,,anis.bohra@alchemysingapore.com,,List import
10996986,Inactive Investor,Jeffrey Hill,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",jeffrey.r.hill@nm.com,,Salesforce
10814512,Inactive Investor,Champe Andrews,Director;Financial Advisor,"Harbor Investment Advisory, LLC",candrews@harborllc.com,,Salesforce
10802945,Inactive Investor,Brendt Becker,Financial Advisor,"Ameriprise Financial Services, LLC Stuart FL 301 SW Albany Ave",brendt.e.becker@ampf.com,,Salesforce
11039102,Inactive Investor,Victor Conde,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,victor.conde@primerica.com,,Salesforce
10983590,Inactive Investor,Paul Shorter,,"Raymond James Financial Services, Inc. Charleston SC 850 Morrison Dr",paul.shorter@raymondjames.com,,Salesforce
10806891,Inactive Investor,Mark Durket,,L.M. Kohn & Company Cave Creek AZ 31625 N 66th St,,,Salesforce
10879499,Inactive Investor,Zachary Crow,,Fidelity Brokerage Services LLC Athens GA 310 Cambridge Dr,zachary.crow@fidelity.com,,Salesforce
11101062,Inactive Investor,Robert Scott,Partner;Portfolio Manager;President,Next Century Growth Investors LLC,rscott@ncgrowth.com,,Salesforce
11082783,Inactive Investor,Brandon Gannon,,PFS Investments Inc. Milford CT 185 Plains Rd,bgannon@primerica.com,,Salesforce
238487,,gefesttruck@gmail.com Denys,,[Unknown],deks-trans@i.ua,,
9592366,,Agustin Quinos,,,agustinquinos@gmail.com,,List import
10998185,Inactive Investor,Dayne Comrie,Private Client Advisor,J.P. Morgan Securities LLC Valencia CA 24000 Valencia Blvd,dayne.comrie@jpmorgan.com,,Salesforce
215709,,Louis Shaff,"Chief Financial Officer, Founder",Cabana Asset Management,louis@cabanaportfolio.com,972-239-6200,
10947574,Inactive Investor,Kevin Heuman,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
11178923,Inactive Investor,Amy Falgout,,J.P. Morgan Securities LLC Spring TX 2111 FM 2920 Rd,amy.falgout@jpmorgan.com,,Salesforce
11030983,Inactive Investor,Denise Hardin,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10616967,,Matthew Hastings,,,matthew.r.hastings@jpmorgan.com,,List Import
10597024,,Matteo Gomez,,,matteo.gomez@gmail.com,,Web form fillout
11163987,Inactive Investor,Rick Gabelman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",rick.gabelman@rbc.com,,Salesforce
11018548,Inactive Investor,Georgiy Zhikharev,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,georgiy.zhikharev@jpmorgan.com,,Salesforce
11097668,Inactive Investor,Chris Gould,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,chrisgould.team@fidelity.com,,Salesforce
10875243,Inactive Investor,Robert Lipic,,State Farm VP Management Corp. Decatur IL 1212 E Pershing Rd,robertlipic@statefarm.com,,Salesforce
11014645,Inactive Investor,Alana Brandt,,"First Command Brokerage Services, Inc. Corpus Christi TX 5700 S Staples St",abrandt@firstcommand.com,,Salesforce
11140670,Inactive Investor,Charles Porter,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",charles_porter@ml.com,,Salesforce
10966865,Inactive Investor,Kenneth Pickett,Financial Advisor;Financial Planning Specialist,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",kenneth.pickett@nm.com,,Salesforce
11170244,Inactive Investor,Linda Godfrey,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
11077502,Inactive Investor,Gabe Dewerff,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11120641,Inactive Investor,Addie Hohlen,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",,,Salesforce
160807,,David Sharpe,,[Unknown],sharpey04@aol.com,,
10809793,Inactive Investor,Richard Heller,,"Charles Schwab & Co., Inc. Austin TX 11601 Alterra Pkwy",rich.heller@schwab.com,,Salesforce
10836266,Inactive Investor,Anthony Cavlov,Chief Compliance Officer;Member;Partner;Portfolio Manager,Delta Capital Management LLC,acavlov@delta-capital.com,,Salesforce
9638251,,Abdulwahab Al-Bader,,,al-bader@kuwait-fund.org,,List import
11062605,Inactive Investor,Lisa Lynn,Chief Compliance Officer;Managing Director,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",llynn@tiaa.org,,Salesforce
11033790,Inactive Investor,William Deemer,,LPL Financial LLC South Burlington VT 1001 Shelburne Rd,william.deemer@lpl.com,,Salesforce
10937533,Inactive Investor,Richard Kos,Agency Recruiter,Sursum Financial LLC,,,Salesforce
9588417,,SEYANDRO SILVA,,,seyandrosilva1@gmail.com,,List import
10752406,Inactive Investor,Christopher Heerdegen,Financial Planner,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",cheerdegen@financialguide.com,,Salesforce
11229674,Inactive Investor,Fred Makobongo,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
11199043,Inactive Investor,James Brock,,"Principal Securities, Inc. Knoxville TN 924 Scenic Dr",,,Salesforce
11071129,Inactive Investor,Samuel Richmond,Financial Advisor,LPL Financial LLC Lawrenceville GA 195 W Pike St,samuel.richmond@lpl.com,,Salesforce
346233,,Stephen Kenney,Vice President Of Business Development,Agis Management Llc,skenney@agiscapital.com,617-350-9894,Manual List Upload
10819394,Inactive Investor,John Williams,,"Raymond James Financial Services, Inc. Indianapolis IN 3315 E 96th St",john.c.williams@raymondjames.com,,Salesforce
11133245,Inactive Investor,Jason Allen,Private Client Advisor,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,jason.d.allen@jpmorgan.com,,Salesforce
9616320,,Dare Shabi,,,dareshabi@gmail.com,,List import
11173667,Inactive Investor,Maria Astorga,,J.P. Morgan Securities LLC Austin TX 9901 N Lamar Blvd,maria.g.astorga@jpmorgan.com,,Salesforce
10927903,Inactive Investor,Wesley Boudreaux,,LPL Financial LLC Montgomery TX Private Residence,wesley.boudreaux@lpl.com,,Salesforce
10760477,Inactive Investor,Brian Krueger,Complex Manager,Morgan Stanley Woodland Hills CA 21650 Oxnard St,brian.krueger@morganstanley.com,,Salesforce
11091667,Inactive Investor,John Wang,,J.P. Morgan Securities LLC Los Angeles CA 3731 Wilshire Blvd,john.p.wang@chase.com,,Salesforce
10893284,Inactive Investor,Michael McNulty,,"Cambridge Investment Research, Inc. Newport News VA 171 Walt Whitman Ave",,,Salesforce
10786895,Inactive Investor,Dean Ingvalson,Financial Advisor,"Advanced Advisor Group, LLC Hopkins MN 12301 Whitewater Dr",,,Salesforce
10911260,Inactive Investor,Brett Anderson,Director;Investment Advisor;Portfolio Manager,Cozad Asset Management Inc,brett@cozadassetmgmt.com,,Salesforce
11111413,Inactive Investor,Garrett Lupro,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10841814,Inactive Investor,Anthony Lanzone,Financial Advisor,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,alanzone@janney.com,,Salesforce
11041236,Inactive Investor,Seth Radow,,"Apollon Wealth Management, LLC Brentwood TN Private Residence",seth.radow@apollonwealth.com,,Salesforce
10915128,Inactive Investor,William Crowe,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 9375 Kingston Pike",william.a.crowe@ml.com,,Salesforce
9584321,,Brian Raleigh,,,brian@truwealth.us,,List import
10896377,Inactive Investor,John Cranston,Chief Compliance Officer;Founder;Investment Advisor;Managing Member,"Cranston Capital Management, LLC",john@cranstonfinancial.com,,Salesforce
10839638,Inactive Investor,Dawn Walker,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
10879715,Inactive Investor,Michael Lewis,Financial Advisor,Edward Jones Leesburg VA 1602 Village Market Blvd SE,michael.c.lewis@edwardjones.com,,Salesforce
11171987,Inactive Investor,Christine Lawson,,NYLIFE Securities LLC Murrieta CA Private Residence,cmlawson@ft.newyorklife.com,,Salesforce
11110590,Inactive Investor,Devon Ferdon,,"Wells Fargo Clearing Services, LLC The Villages FL 1894 Laurel Manor Dr",,,Salesforce
10917731,Inactive Investor,Todd Weiss,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,tweiss@pksinvest.com,,Salesforce
9595421,,Eloise Chandler,,,echandler@vantageconsultinggroup.com,,List import
10618029,,Eileen Clune,,,eileen@clune.biz,,List Import
9622124,,Joshua Kim,,,kimj0304@gmail.com,,List import
11101134,Inactive Investor,Bradly Tharp,Financial Consultant,LPL Financial LLC Excelsior Springs MO 1600 Rainbow Blvd,bradly.tharp@lpl.com,,Salesforce
10645765,,David Roehr,,,david.roehr@ceterafs.com,,List Import
10855459,Inactive Investor,Robert Wechter,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",mike.wechter@nm.com,,Salesforce
10918208,Inactive Investor,Mitchell Meyers,Financial Advisor,LPL Financial LLC Wenatchee WA 124 E Penny Rd,mitchell.meyers@lpl.com,,Salesforce
11045111,Inactive Investor,Gregory Larson,,"First Command Brokerage Services, Inc. Fayetteville NC 2153 Valleygate Dr",gplarson@firstcommand.com,,Salesforce
11017655,Inactive Investor,Jaynene Landrum,,SECU Brokerage Services Gastonia NC 584 Cox Rd,jaynene.langlais@ncsecu.org,,Salesforce
214476,,J T,,[Unknown],jmt@jmt-llc.com,,Organic Search
10659026,,Steven Simon,,,steven.bsimon@farmersagency.com,,List Import
11174430,Inactive Investor,Michael Branham,,J.P. Morgan Securities LLC North Las Vegas NV 6895 Aliante Pkwy,michael.branham@jpmorgan.com,,Salesforce
10889505,Inactive Investor,Billy Apodaca,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",billy.apodaca@ml.com,,Salesforce
11080363,Inactive Investor,Patric Mesot,Executive Director;Private Wealth Advisor,UBS Financial Services Inc. Miami FL 550 Biltmore Way,patric.mesot@ubs.com,,Salesforce
10618714,,Jason Spears,,,jpspears@ft.newyorklife.com,,List Import
10971881,Inactive Investor,Jonathan Joss,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
11079929,Inactive Investor,Anne Halvorsen,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,anne.halvorsen@jpmorgan.com,,Salesforce
10713591,,Adriana Carolina,,,adrianacls2663@gmsil.com,,Web Form Fillout
11193802,Inactive Investor,Paul Carpenter,,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",pcarpenter@nationallife.com,,Salesforce
11104938,Inactive Investor,Dan Topping,,"Raymond James Financial Services, Inc. Wichita KS 3500 N Rock Rd",dan.topping@raymondjames.com,,Salesforce
5219892,,Jazmin Serra,,,jazmin.serra@gmail.com,4076035629,Web Form Fillout
10815627,Inactive Investor,Robert Davidson,Financial Advisor,LPL Financial LLC Terre Haute IN 4675 S US Hwy 41,robert.davidson@lpl.com,,Salesforce
11106228,Inactive Investor,Christian Hammer-Huber,Financial Advisor,"Ameriprise Financial Services, LLC North Royalton OH Private Residence",christian.t.hammer-huber@ampf.com,,Salesforce
10817326,Inactive Investor,Duke Dierks,,"N.I.S. Financial Services, Inc.",,,Salesforce
10989816,Inactive Investor,Maxine Seif,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
10811384,Inactive Investor,Jeffrey Schoenekase,Investment Advisor Representative;Senior Financial Services Representative,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",schoenekase.jeff@principal.com,,Salesforce
10941080,Inactive Investor,Krystal Almaraz,,Fidelity Brokerage Services LLC,,,Salesforce
9567536,,Andrew Hoppin,,,andrew.hoppin@gmail.com,,List import
10818095,Inactive Investor,Jason Bolt,,J.P. Morgan Securities LLC Portland OR 1211 SW 5th Ave,jason.bolt@jpmorgan.com,,Salesforce
10952527,Inactive Investor,Savannah Howard,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
9555662,,Michael Everritt,,,meverritt@financialguide.com,,List import
334511,,Jerel Klue,"Managing Director, Investments",Citymark Capital Management Company Llc,jklue@citymarkcapital.com,216-453-8080,Manual List Upload
9562583,,Daniel Cooney,,,Chibreck6336@gmail.com,,List import
11255323,Inactive Investor,Michael Schelle,Wealth Advisor,"The Mather Group, LLC Cincinnati OH 10300 Alliance Rd",m.schelle@themathergroup.com,,Salesforce
11002467,Inactive Investor,Matthew Jones,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Minneapolis MN 9801 Xenia Ave N,,,Salesforce
353387,,David Basner,"Chief Executive Officer, Regulatory Contact",TAG Associates LLC,dbasner@tagassoc.com,(212) 275-1500,List Import
11160262,Inactive Investor,Joel Solomon,Managing Director;Member;Officer,Rothschild Investment LLC,,,Salesforce
10870281,Inactive Investor,Jessica Dunning,Assistant Vice President,LPL Financial LLC Land O Lakes FL Private Residence,jessica.carter@lpl.com,,Salesforce
10884603,Inactive Investor,Ping Wu,,Cetera Investment Services LLC Arcadia CA 200 E Duarte Rd,,,Salesforce
10823987,Inactive Investor,Jasmine Wiley,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10869191,Inactive Investor,Christopher Staub,,Purshe Kaplan Sterling Investments Bethesda MD 6270 Rockledge Dr,cstaub@pksinvest.com,,Salesforce
10757638,Inactive Investor,John Pelham,,"Ameritas Investment Company, LLC Birmingham AL 2718 20th St S",jpelham@ameritas.com,,Salesforce
10820380,Inactive Investor,Neil Davies,Member;Senior Private Wealth Advisor,Cap Strat,ndavies@capstratig.com,,Salesforce
11004878,Inactive Investor,Carmen Meza Ramirez,,J.P. Morgan Securities LLC Las Vegas NV 8174 Las Vegas Blvd S,carmen.meza-ramirez@jpmorgan.com,,Salesforce
11157148,Inactive Investor,Whitney Brady,Financial Professional,PlanMember Securities Corporation Odessa TX 1010 E 8th St,whitney_brady@planmembersec.com,,Salesforce
10993802,Inactive Investor,Rachel Gustafson,,PFS Investments Inc. Oxnard CA 3401 W 5th St,rgustafson@primerica.com,,Salesforce
11197745,Inactive Investor,Loren Downs,Investment Advisor Representative;Senior Vice President,SPG Advisors LLC,loren@spgadvisors.com,,Salesforce
10903005,Inactive Investor,Floriberta Sario Perez,,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,,,Salesforce
336220,,Scott Hartz,Director,Manulife Investment Management Private Markets (us,shartz@jhancock.com,617-572-0693,Manual List Upload
11222200,,Charis Ellis,,,charis.ellis@timothyfinancial.com,,List Import
10816236,Inactive Investor,Frank Gomez,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",frank.gomez@wellsfargoadvisors.com,,Salesforce
373555,,Matthew Snow,,[Unknown],mattsnowoahu@gmail.com,,Website
10950124,Inactive Investor,Erik Hukriede,,"Wells Fargo Clearing Services, LLC Saint Cloud MN 200 33rd Ave S",,,Salesforce
215079,,Zachary Feingold,Chief Legal Officer,"Coatue Management, L.l.c.",zfeingold@coatue.com,212-715-5160,Manual List Upload
218158,,Sean Spaulding,,[Unknown],sspaulding@acadian-asset.com,,Direct
11005138,Inactive Investor,Jacob Nusinow,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jacob.nusinow@jpmorgan.com,,Salesforce
11017054,Inactive Investor,Victor Marcelo,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9607402,,David Arthur,,,dartdc96@gmail.com,,List import
11158128,Inactive Investor,Chadi Majed,Private Client Advisor,J.P. Morgan Securities LLC Sun City AZ 10116 W Bell Rd,chadi.majed@jpmorgan.com,,Salesforce
10864077,Inactive Investor,David Bautista,,"Wells Fargo Clearing Services, LLC Ventura CA 5751 Telephone Rd",david.bautista@wellsfargoadvisors.com,,Salesforce
10883356,Inactive Investor,Samuel Kline,,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",,,Salesforce
10960336,Inactive Investor,Steven Tran,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11237272,Inactive Investor,Krystal Daibes,Vice President - Equity Research,"Ferguson Wellman Capital Management, Inc.",,,Salesforce
11078561,Inactive Investor,Claudio Salazar,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",claudio.salazar@raymondjames.com,,Salesforce
10872444,Inactive Investor,Gary Charlon,,State Farm VP Management Corp. Ridgecrest CA 995 N Norma St,,,Salesforce
9558419,,Don Winans,,,don.winans@att.net,,List import
11076599,Inactive Investor,Barry Mione,,"Kapitall Generation, LLC",,,Salesforce
10784339,Inactive Investor,Milton Karafilis,Director;Owner,Karafilis Investments Corporation,,,Salesforce
11193887,Inactive Investor,Jonathan Bifulco,Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11117824,Inactive Investor,Patrick Fitzgerald,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10822169,Inactive Investor,Kyle Wells,Financial Advisor,D.A. Davidson & Co. Bend OR 360 SW Bond St,kwells@dadco.com,,Salesforce
9565166,,Rao K Garuda,,,rgaruda@aca-incorp.com,,List import
9601061,,Joseph Sirgy,,,joseph.sirgy@trilogyfs.com,,List import
11112784,Inactive Investor,Dori Peters,,"Principal Securities, Inc. Kaukauna WI 311 E Ann St",,,Salesforce
2462190,,Özcan Serin,,,wapamca@hotmail.com,,
10826957,Inactive Investor,Matthew Conant,Client Associate;Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Cockeysville MD 307 International Cir,matthew.conant@ubs.com,,Salesforce
10903634,Inactive Investor,Vincent Marchione,,"Ameriprise Financial Services, LLC Dallas TX 8850 Boedeker Dr",,,Salesforce
5188506,,Tamara Taylor,,,ttaylor220@yahoo.com,,Web Form Fillout
10890990,Inactive Investor,Michael Frauenknecht,Financial Advisor,Edward Jones Reno NV 5255 Longley Ln,michael.frauenknecht@edwardjones.com,,Salesforce
11200641,Inactive Investor,Harriet Higgins,Chief Compliance Officer;Chief Executive Officer;President,Mayflower Capital,,,Salesforce
10802664,Inactive Investor,Kevin Gourrier,Managing Director,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",kevin.gourrier@raymondjames.com,,Salesforce
11175706,Inactive Investor,Joshua Bonilla,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9565078,,Joe Andreozzi,,,jandreozziksc@hotmail.com,,List import
10881515,Inactive Investor,James O'Brien,Chief Compliance Officer;President,JMO Financial Carlsbad CA 2121 Palomar Airport Rd,,,Salesforce
10872226,Inactive Investor,John Heaney,,"Latitude Advisors, LLC Laconia NH 206 Fair St",jheaney@latitudefinancial.net,,Salesforce
185303,,Craig Wong,,Droga5,craig.scott.wong@gmail.com,5163843409,
11218741,,Virag Shah,,,virag.shah@lpl.com,,Other
11139737,Inactive Investor,John Thomas,Financial Advisor,Edward Jones High Point NC 1403 Eastchester Dr,john.thomas2@edwardjones.com,,Salesforce
9615322,,Carell Mejias,,,mcarell@yahoo.com,,List import
11237943,Inactive Investor,Stephen Roth,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",sroth@performancetrust.com,,Salesforce
9569543,,John Richardson,,,john.richardson@valic.com,,List import
10856539,Inactive Investor,Brian Clark,,"Cadaret, Grant & Co., Inc. Little Silver NJ 44 Church St",,,Salesforce
11133597,Inactive Investor,Joseph Calandra,Investment Advisor Representative,"Cadaret, Grant & Co., Inc.",jcalandra@cadaretgrant.com,,Salesforce
10614489,,Gregg Heller,Financial Advisor,,gheller@hennionandwalsh.com,,List Import
10824798,Inactive Investor,Deena Rini,,LPL Financial LLC Cleveland OH 1100 Superior Ave E,deena.rini@lpl.com,,Salesforce
9603479,,Francis Murray,,,fmurray@murraylegalservice.com,,List import
10816615,Inactive Investor,Trent Bryson,,LPL Financial LLC Long Beach CA 3777 Long Beach Blvd,trent.bryson@lpl.com,,Salesforce
10658889,,Joseph Mendes,,,joseph.mendes@chase.com,,List Import
321715,,Michael Borrelli,COO,Comvex,borrelli@convex.world,,Manual List Upload
11111458,Inactive Investor,Stephen Deletto,,Deutsche Bank Securities Inc.,,,Salesforce
9632904,,Xiaomei Qian,,,xqian99@gmail.com,,List import
11062061,Inactive Investor,Marla Hinman,Financial Advisor,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",marla.hinman@raymondjames.com,,Salesforce
10611892,,Vincent Mancuso,"Executive Director, Family Wealth Director, Financial Advisor, Lending Specialist, Managing Director, Senior Portfolio Managemen",,vincent.j.mancuso.jr@morganstanley.com,,List Import
141106,,Faiz Rehman,,Australia,faizman@gmail.com,,source
11031881,Inactive Investor,John Parr,,"Allstate Financial Services, LLC Allen Park MI 6537 Allen Rd",johnparr@allstate.com,,Salesforce
11129419,Inactive Investor,Daniel Antigua,Senior Client Associate,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",daniel.antigua@wellsfargo.com,,Salesforce
10878526,Inactive Investor,Christopher Bohn,Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,chris.bohn@morganstanleypwm.com,,Salesforce
11085147,Inactive Investor,Hank Goranson,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,,,Salesforce
10646325,,Timothy McHale,,,timothy.mchale@prudential.com,,List Import
10617838,,Patricia Ciebien,,,patricia_ciebien@ml.com,,List Import
9638655,,Rosemary Elly Guillette,,,rguillette@segalmarco.com,,List import
10790625,Inactive Investor,Michael Murphy,Financial Advisor,Edward Jones Wimberley TX 15501 Ranch Road 12,michael.murphy@edwardjones.com,,Salesforce
10999957,Inactive Investor,Lawrence Jan Serrano,Financial Advisor,"VALIC Financial Advisors, Inc. Honolulu HI 2 Waterfront Plz",,,Salesforce
10762455,Inactive Investor,Raymond Faupel,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chesterfield MO 16401 Swingley Ridge Rd,ray.faupel@opco.com,,Salesforce
10954129,Inactive Investor,John Di Bartolomeo,,Citigroup Global Markets Inc. Fairfield NJ Private Residence,,,Salesforce
9644611,,bryan stebel,,,bryan@stebelfg.com,,List import
11013892,Inactive Investor,Daniel Olson,,J.P. Morgan Securities LLC Rocky River OH 20780 Center Ridge Rd,daniel.olson@jpmorgan.com,,Salesforce
11012353,Inactive Investor,Darren Fabric,,Integrated Wealth Concepts LLC Highland Park IL 1160 Hilary Ln,,,Salesforce
10893846,Inactive Investor,Thomas Bennett,,J.P. Morgan Securities LLC Punta Gorda FL 911 Tamiami Trl,thomas.e.bennett@jpmorgan.com,,Salesforce
10834908,Inactive Investor,Nilos Sakellariou,,"Arete Wealth Management, LLC Annapolis MD 61 Cornhill St",nilos.sakellariou@aretewealth.com,,Salesforce
350628,,Diane Leung,General Counsel,Peppertree Capital Management Inc.,dleung@peppertreecapital.com,440-528-0333,Manual List Upload
11059976,Inactive Investor,Jared Hall,Investment Advisor,Fisher Investments,,,Salesforce
10990915,Inactive Investor,Cristina Kidwell,,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
9597660,,Mike Harper,,,mjharper00@gmail.com,,List import
11076909,Inactive Investor,Benjamin Nickles,,"Robinhood Financial, LLC",benjamin.nickles@robinhood.com,,Salesforce
10838886,Inactive Investor,David Grokhowsky,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,david.grokhowsky.p2vc@statefarm.com,,Salesforce
10786125,Inactive Investor,Troy Evans,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,troy.evans@fidelity.com,,Salesforce
230256,, -,,[[Unknown]],zaber101@hotmail.com,,Initial Salesforce Import
9566573,,Jayson Deangelis,,,jdeangelis@ballentinepartners.com,,List import
10920173,Inactive Investor,Bradden Kimes,,LPL Financial LLC Columbia TN 813 S Garden St,bradd.kimes@lpl.com,,Salesforce
9604799,,Alper Ünal,,,alper.unal@gmail.com,,List import
9546889,,Robert McGillicuddy,,,bmcgillicuddy@fdic.gov,,List import
374372,,Mark Jelley,Managing Director,Orbimed Advisors Llc,,212-739-6400,Manual List Upload
334574,,Meet Lynn,Senior Consultant,Intellicents Investment Solutions Inc,lynn.kermes@intellicents.com,507-377-2919,Manual List Upload
10765605,Inactive Investor,Christopher Lazos,Financial Advisor;Managing Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,christopher.lazos@opco.com,,Salesforce
10754226,Inactive Investor,Maria Maloney,Wealth Management Client Associate,"NewEdge Securities, Inc. Boca Raton FL 980 N Federal Hwy",maria.maloney@ml.com,,Salesforce
11200780,Inactive Investor,Noelle Newman,Financial Advisor,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",noelle.newman@wellsfargoadvisors.com,,Salesforce
11135878,Inactive Investor,Adelina Vela,Financial Advisor,LPL Financial LLC Saint Clairsville OH 100 W Main St,adelina.bartolovich@lpl.com,,Salesforce
10767615,Inactive Investor,Stephen Heller,Financial Advisor,Edward Jones Kingwood TX 800 Rockmead Dr,steve.heller@edwardjones.com,,Salesforce
10771371,Inactive Investor,Gerard Tavella,Financial Representative;Managing Partner,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
11096605,Inactive Investor,Gabrielle Ortman,,"Empower Financial Services, Inc Lowell MA Private Residence",gabrielle.ortman@empower.com,,Salesforce
11045902,Inactive Investor,Grant Keenan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,grant_keenan@vanguard.com,,Salesforce
9607781,,David Gross,,,davidgross@me.com,,List import
9556863,,Jarrett Richards,,,jarrettrichards@yahoo.com,,List import
10851525,Inactive Investor,Robert Seamans,Senior Financial Advisor,"Nations Financial Group, Inc. Scottsdale AZ 6991 E Camelback Rd",rseamans@nationsfg.com,,Salesforce
11116662,Inactive Investor,Kerrie Egan,,"Raymond James & Associates, Inc. Clermont FL 2670 E Hwy 50",kerrie.egan@raymondjames.com,,Salesforce
10830572,Inactive Investor,Kenneth Rapp,Financial Advisor,"Ameriprise Financial Services, LLC Camp Hill PA 4661 Trindle Rd",kenneth.l.rapp@ampf.com,,Salesforce
11219622,,Jason Spivey,,,jason.spivey@ceterafs.com,,Other
11128146,Inactive Investor,Kimberly Taylor,,PFS Investments Inc. Madison MS 109 Executive Dr,,,Salesforce
11133077,Inactive Investor,Cecilia Mercado,,Kovack Securities Inc.,cecilia@kovacksecurities.com,,Salesforce
10950967,Inactive Investor,Earl Pedersen,Financial Advisor,LPL Financial LLC Clinton NJ 16 Harrison St,earl.pedersen@lpl.com,,Salesforce
10847080,Inactive Investor,David Bott,,"Avantax Investment Services, Inc. Oklahoma City OK 9212 N Rockwell Ave",,,Salesforce
10916333,Inactive Investor,Shane Bilka,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
332812,,Jared Lopez,,EP Wealth Advisors,jlopez@epwealth.com,,
333665,,Jeremy Glass,Controller,"Centeroak Adviser, L.p.",jglass@centeroakpartners.com,214-301-4201,Manual List Upload
9590770,,Phil Lueken,,,phillueken@duboiswood.com,,List import
11045851,Inactive Investor,Leslie Merritt,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
9594196,,Brett Walker,,,bwalker@stratoswealthpartners.com,,List import
10914646,Inactive Investor,Jonathan Koperniak,,"Cambridge Investment Research, Inc. Portland ME 19 Commercial St",,,Salesforce
11081956,Inactive Investor,Stephen Coughlin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9554896,,William Mccollum,,,wmccollum@eaglefms.net,,List import
11211657,Inactive Investor,Joseph Polcino,,"Pruco Securities, LLC. Doylestown PA 1980 S Easton Rd",joseph.polcino@prudential.com,,Salesforce
10823391,Inactive Investor,Jon Ellefson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated La Crosse WI 201 Main St",ellefsonj@stifel.com,,Salesforce
173804,,Michael Kelly,,[Unknown],mpkelly44@gmail.com,,
9579798,,William Giles,,,maverick_zx6@yahoo.com,,List import
11090375,Inactive Investor,Michael Johnson,Chief Compliance Officer;Managing Partner,MCJ Capital Partners,carter@mcjcapitalpartners.com,,Salesforce
10941074,Inactive Investor,Abdinajib Osman,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
11070119,Inactive Investor,Jaime Gerber,,"Raymond James Financial Services, Inc. Geneva IN 408 E Line St",jaime.gerber@raymondjames.com,,Salesforce
10779472,Inactive Investor,Traci Havens,,"Truist Investment Services, Inc. Palm Beach FL 125 Worth Ave",traci.b.havens@truist.com,,Salesforce
440,,,,,lsmith@godaddy.250ok.net,,
11208580,Inactive Investor,Gonzalo Mendoza,Chief Financial Officer;Manager;Owner;Partner;Regulatory Contact,Valor Advisors LLC,gonzalo.mendoza@valorad.com,,Salesforce
10848859,Inactive Investor,Bahram Tabesh,,J.P. Morgan Securities LLC Scottsdale AZ 20871 N Scottsdale Rd,bahram.s.tabesh@jpmorgan.com,,Salesforce
9607841,,Farhat Awan,,,farhat101@hotmail.com,,List import
10932136,Inactive Investor,Nathan Neighbour,Financial Representative,MWA Financial Services Inc. Davenport IA 247 Research Pkwy,nathan.w.neighbour@mwarep.org,,Salesforce
10841536,Inactive Investor,John Rogers,Financial Advisor,LPL Financial LLC Essex MD 532 Eastern Blvd,scott.rogers@lpl.com,,Salesforce
10612410,,Lawrence Schimel,"Financial Advisor, Managing Director",,lawrence.schimel@ampf.com,,List Import
75274,,Brian Mcguigan,President And Chief Compliance Officer,"Mcguigan Financial, Llc",brian@mcguiganfinancial.com,603-249-6535,Manual List Upload
11096047,Inactive Investor,Miles Webb,Advisor;Chief Compliance Officer,Unifimoney RIA,,,Salesforce
11182954,Inactive Investor,Jacquelyn Lafond,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11196297,Inactive Investor,Lucinda Papandreas,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,cindy.papandreas.cir2@statefarm.com,,Salesforce
181473,,Simon Green,,[Unknown],simon.green@thielsen.co.uk,,
11040640,Inactive Investor,Ani Ordookhanian,,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",ani.ordookhanian@wfadvisors.com,,Salesforce
10772738,Inactive Investor,Randall Childress,Financial Advisor,Edward Jones Tyler TX 1377 Dominion Plz,randall.childress@edwardjones.com,,Salesforce
11095711,Inactive Investor,John Lame,Wealth Manager,Creative Planning Cincinnati OH 9340 Montgomery Rd,john.lame@creativeplanning.com,,Salesforce
9551347,,Adrian Moreno,,,adrian.flda@gmail.com,,List import
333633,,Douglas Fabian,,Mercer Global Advisors Inc.,dfabian@merceradvisors.com,(800) 391-1118,
373620,,mark Hannafey,,[Unknown],mhannafey@gmail.com,,source
9582359,,John Goetz,,,goetz@pzena.com,,List import
11116994,Inactive Investor,Andrew Keane,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",andrew.keane@prudential.com,,Salesforce
9553590,,Brooks Hamblett,,,beh926@icloud.com,,List import
10863028,Inactive Investor,Donald Monroe,,"Wells Fargo Clearing Services, LLC Columbia MD 10400 Little Patuxent Pkwy",donald.monroe2@wellsfargo.com,,Salesforce
11018652,Inactive Investor,Cefanee Kanneh-Kesselly,,PFS Investments Inc. Upper Darby PA 6754 Market St,ckanneh-kesselly@primerica.com,,Salesforce
10785148,Inactive Investor,Kristin Sullivan,Senior Financial Consultant;Vice President,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",kristin.sullivan@schwab.com,,Salesforce
9571988,,Alvin Hsia,,,alvinhsia@gmail.com,,List import
10792032,Inactive Investor,Carrie Hamen,,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",carrie.hamen@rbc.com,,Salesforce
9564870,,Bob Zalokar,,,bob@elifegoals.com,,List import
10942590,Inactive Investor,Ki Ahn,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,keith.ahn.fl4v@statefarm.com,,Salesforce
9601548,,van vibber,,,vanvibber@gmail.com,,List import
11233372,Inactive Investor,Josephine Drake,,William Blair Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
10659324,,Ryan Rymarzak,,,ryan.rymarzak@fmr.com,,List Import
10852455,Inactive Investor,Henry Dembowski,Financial Advisor,LPL Financial LLC Milton MA Private Residence,s.dembowski@lpl.com,,Salesforce
11163404,Inactive Investor,James Fitze,Financial Planner,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",jfitze@financialguide.com,,Salesforce
184530,,Yancey Mbolda,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",yancey.mbolda@tfaconnect.com,337-849-4875,
11175086,Inactive Investor,Michael McCabe,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,michael.mccabe@fmr.com,,Salesforce
9612574,,Maximilian Heitner,,,mheitner@driehaus.com,,List import
10879501,Inactive Investor,Eduardo Cordero,,Fidelity Brokerage Services LLC,,,Salesforce
11022969,Inactive Investor,Kenneth Head,Financial Planning Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",kenneth.head@equitable.com,,Salesforce
11127608,Inactive Investor,Shant Goubrial,Chief Operating Officer;Chief Operations Officer;Managing Partner;Regulatory Contact,Sandhill Investment Management,sgoubrial@sandhill-im.com,,Salesforce
332348,,Alexander Getta,,[Unknown],headoffice@securetrustcapital.com,,
11096406,Inactive Investor,Thomas Hunt,Financial Services Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10474514,,MOHAMED FARAH,,,m.almokhtargroup@gmail.com,,Other
10981022,Inactive Investor,Delaney McCoy,,"Strategic Financial Concepts, LLC Norman OK 808 24th Ave NW",dmccoy@sfcria.com,,Salesforce
10864067,Inactive Investor,Cory Youngs,,"Raymond James Financial Services, Inc. Mason OH 6210 Snider Rd",cory.youngs@raymondjames.com,,Salesforce
10775550,Inactive Investor,Amanda Akin,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",amanda.akin@ml.com,,Salesforce
11174934,Inactive Investor,Frank Johnston,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Eugene OR 975 Oak St,frank.johnston@morganstanley.com,,Salesforce
11146510,Inactive Investor,Samuel Buxton,International Client Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,samuel.c.buxton@morganstanley.com,,Salesforce
10939619,Inactive Investor,Mary Heinsinger,,"Allstate Financial Services, LLC Clifton Heights PA 110 W Baltimore Ave",maryheinsinger@allstate.com,,Salesforce
100329,,Daniel Jago,,Main Street Wealth Management,djago@mswealth.com,,
11116340,Inactive Investor,Michael Neville,Financial Advisor,"Wells Fargo Clearing Services, LLC Brookhaven GA 2725 Clairmont Rd NE",mike.a.neville@wellsfargo.com,,Salesforce
11129615,Inactive Investor,Nicholas Grasberger,,Citigroup Global Markets Inc.,,,Salesforce
11046029,Inactive Investor,Eric Stewart,,"OFG Financial Services, Inc.",ericstewart@ofgfinancial.com,,Salesforce
11051747,Inactive Investor,Peter Scheffler,,&Partners New Prague MN Private Residence,peter.scheffler@andpartners.com,,Salesforce
11232644,Inactive Investor,Andrew Friedman,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",andrew.friedman@empower.com,,Salesforce
10807775,Inactive Investor,Charles Youngman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilkes Barre PA 600 Baltimore Dr",,,Salesforce
11132540,Inactive Investor,Angela Smith,Member;Partner,Maslow Wealth Advisors,,,Salesforce
9607882,,andrea padovani,,,andrea.padovani@swan-am.ch,,List import
10908933,Inactive Investor,Suzannah Rako Bsaiso,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Galveston TX 306 22nd St",,,Salesforce
4223349,,Mike Fujii,,Bay Reef Capital,mf@fujiipartners.com,9179919679,Web Form Fillout
11176438,Inactive Investor,Seamus Nelson,,"American Portfolios Financial Services, Inc. Fairfield NJ 271 US Hwy 46",snelson@americanportfolios.com,,Salesforce
11185959,Inactive Investor,Stephen Gribben,Financial Advisor,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",,,Salesforce
9562222,,Matthew Bragg,,,matthew.bragg@securitiesamerica.com,,List import
10949120,Inactive Investor,Tatum Amato,,Fidelity Brokerage Services LLC,,,Salesforce
10920263,Inactive Investor,Sean Coughlin,,"Prudential Annuities Distributors, Inc",sean.m.coughlin@prudential.com,,Salesforce
10885031,Inactive Investor,Zhenjiang Gu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",allan.gu@schwab.com,,Salesforce
10802004,Inactive Investor,Thomas Lagana,Branch Manager;Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Hazleton PA 631 Airport Rd,tlagana@janney.com,,Salesforce
165028,,Anthony Stav,,[Unknown],anthonystavrakis@yahoo.com,,Paid Social
10842760,Inactive Investor,Craig Flagg,Private Wealth Advisor,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",craig.flagg@lfg.com,,Salesforce
10784679,Inactive Investor,Norman Lautrup,Managing Director;Senior Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 100 Fillmore St",d_lautrup@ml.com,,Salesforce
11150138,Inactive Investor,Maria Concepcion De Vera,,"Transamerica Financial Advisors, Inc San Ramon CA 2010 Crow Canyon Pl",,,Salesforce
10813883,Inactive Investor,Victor Guerra,,"Global Financial Services, L.L.C.",,,Salesforce
9638194,,Katy Arnold,,,karnold@chambersfund.org,,List import
10931655,Inactive Investor,David Fragomeni,,"Osaic Wealth, Inc. Saratoga Springs NY 3257 Rte 9",,,Salesforce
11235785,Inactive Investor,Eric Giacobba,Financial Advisor,Blueline Advisors,eric@blueline-advisors.com,,Salesforce
202366,,Jimmy Morrison,,[Unknown],jimmorri19@gmail.com,,Paid Social
9594094,,Jason Farler,,,jfarler@johnsoninv.com,,List Import
10882333,Inactive Investor,Ashia Powers,Financial Advisor,Edward Jones Chesterfield MO 16690 Swingley Ridge Rd,ashia.powers@edwardjones.com,,Salesforce
10954421,Inactive Investor,Lance Stoppenhagen,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11055783,Inactive Investor,Barry Moss,,"Parkland Securities, LLC Holiday FL Private Residence",,,Salesforce
9559148,,Harold Jarvis,,,hjarvis@massmutual.com,,List import
10827038,Inactive Investor,Benjamin Moore,Financial Advisor,Edward Jones Little Rock AR 425 W Capitol Ave,benjamin.moore@edwardjones.com,,Salesforce
10614475,,Syed Nishat,Financial Advisor,,snishat@wallstreetag.com,,List Import
9614283,,Richard Wong,,,richard_wong@hsbc.ca,,List import
11112984,Inactive Investor,Mark Warmka,,LifeMark Securities Corp. Wells MN 98 3rd St SE,mwarmka@lifemark.com,,Salesforce
226935,, -,,[[Unknown]],aolamer@gmail.com,,
10993663,Inactive Investor,Chad Wright,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 465 Division St NE",chad.wright@ampf.com,,Salesforce
10613764,,Anthony Pellarin,Financial Advisor,,anthony.pellarin@wellsfargoadvisors.com,,List Import
9542638,,xxx yyy,,,xxxyyy.twy@gmail.com,,List import
10510690,,Stephen Gardner,VP - Senior ETF Specialist,Amplify ETFs,sgardner@amplifyetfs.com,,List Import
9638525,,Richard Cheung,,,rcheung@altinv.com,,List import
11079094,Inactive Investor,Meredith Duffy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",meredith.duffy@ml.com,,Salesforce
3522367,,Ana Paula Ramirez,,,anapaula.pereira@cointelegraph.com,,Web Form Fillout
11111100,Inactive Investor,Elaine Kollar,Founder;Member;President,"Kollar Wealth Advisors, LLC",,,Salesforce
9562922,,Colton Herrington,,,cherrington@ft.newyorklife.com,,List import
10657467,,Joyecstacy Bannister-Crawford,,,jbannistercrawfor@primerica.com,,List Import
10945569,Inactive Investor,Cassandra Horne,,Country Capital Management Company Henderson NV 1070 W Horizon Ridge Pkwy,cassandra.horne@countryfinancial.com,,Salesforce
10904527,Inactive Investor,Cristian Landry,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",cristian.landry@ml.com,,Salesforce
9644855,,Salvador Contreras,,,chavacan2@sbcglobal.net,,List import
10791659,Inactive Investor,Timothy McCormick,,"Frost Brokerage Services, Inc.",tim.mccormick@frostbank.com,,Salesforce
10838939,Inactive Investor,Terry Ellis,Financial Advisor,Edward Jones Muskogee OK 1411 S York St,tj.ellis@edwardjones.com,,Salesforce
10832250,Inactive Investor,Steven Oras,,"Raymond James & Associates, Inc.",,,Salesforce
11218874,,Erin Baskett,,,erin.e.baskett@dmkadvisorgroup.com,,Other
9598251,,Kim Kantor,,,kimk@cas-naplesfl.com,,List import
10773494,Inactive Investor,Andrew Girard,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,andrew.girard@jpmorgan.com,,Salesforce
11147120,Inactive Investor,Lundyn Cuellar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 8507 Main St",lundyn.cuellar@ml.com,,Salesforce
10976353,Inactive Investor,Heather Schumacher,,"The Leaders Group, Inc.",,,Salesforce
9601591,,JOHN SAM,,,johntsam@gmail.com,,List import
10351334,,Megan Waters,,,megan.waters116@gmail.com,,List Import
9547291,,Brian Emde,,,brian.emde@voya.com,,List import
241422,,Anthony Russo,,Essex Financial Services,anthony.russo@essexfinancialservices.com,(475) 888-9041,Database Upload
9619562,,Ghhhbb Hhhh,,,hackerwewo@gmail.com,,List import
10953277,Inactive Investor,Pamela Weber,,Commonwealth Financial Network New Bern NC 602 Pollock St,pweber@commonwealth.com,,Salesforce
10972019,Inactive Investor,Chelsea Sones,,"Cambridge Investment Research, Inc.",,,Salesforce
11124758,Inactive Investor,Shane Roth,,"Harbour Investments, Inc. Verona WI 110 Enterprise Dr",,,Salesforce
11164785,Inactive Investor,Rebecca Ross,Financial Advisor;Vice President;Vice President - Private Wealth Management,Robert W. Baird & Co. Incorporated Cape Coral FL Private Residence,rross@rwbaird.com,,Salesforce
11111744,Inactive Investor,Perrin Price,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10659127,,Cynthia Mitchell,,,cynthia.vazquez@chase.com,,List Import
194240,,John Kim,"Portfolio Manager, Principal, Regulatory Contact","Night Owl Capital Management, LLC",john@nightowlcapital.com,203-302-3870,
11039651,Inactive Investor,Larry Slabotsky,,"Kestra Investment Services, LLC Troy MI 1111 W Long Lake Rd",,,Salesforce
11193118,Inactive Investor,Justin Hills,,J.P. Morgan Securities LLC Roscoe IL 11440 Main St,justin.j.hills@jpmorgan.com,,Salesforce
11043632,Inactive Investor,Scott North,,Fidelity Brokerage Services LLC,,,Salesforce
11003277,Inactive Investor,Gil Eli,,"Allstate Financial Services, LLC Maplewood NJ 1707 Springfield Ave",gileli@allstate.com,,Salesforce
9622865,,Katherine Gilfus,,,katherinegilfus369@gmail.com,,List import
11107650,Inactive Investor,Sam Namiri,Analyst;Partner;Portfolio Manager,Ridgewood Investments Beverly Hills CA Private Residence,sam@ridgewoodinvestments.com,,Salesforce
11156556,Inactive Investor,Bradley Curtsinger,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",bradley.curtsinger@53.com,,Salesforce
10925279,Inactive Investor,John Warekois,,"Avantax Investment Services, Inc. Central Point OR 250 E Pine St",,,Salesforce
352183,,Maryam Jalal,Analyst,Ironwood Capital Advisors Iii Llc,jalal@ironwoodcap.com,860-409-2100,Manual List Upload
194261,,Elisabeth Talbot,"Managing Director, Senior Wealth Advisor","The Colony Group, LLC",ltalbot@thecolonygroup.com,,
11220057,,Bao Pham,,,bao.pham@tfaconnect.com,,Other
11112913,Inactive Investor,Mark Prowell,Chief Compliance Officer;Managing Member,"Prowell Financial Management, LLC",mark@prowell-financial.com,,Salesforce
10959975,Inactive Investor,Elizabeth Bosken,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10865235,Inactive Investor,Jeffrey Jennings,,State Farm VP Management Corp. Oak Grove MO 1706 S Broadway,,,Salesforce
11145224,Inactive Investor,Venezla Ramirez,,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",venezla.ramirez@wellsfargoadvisors.com,,Salesforce
10510434,,Marc Mahon,Chief Operating Officer,Parnassus Investments,marc.mahon@parnassus.com,,List Import
10936254,Inactive Investor,Glenn Seibel,,"Cambridge Investment Research, Inc. Bemidji MN 1223 Bemidji Ave N",,,Salesforce
11237215,Inactive Investor,Jack Baron,Investment Analyst,"Revolve Wealth Partners, LLC",jack.baron@revolvewealth.com,,Salesforce
11155979,Inactive Investor,Jaclyn Schmidt,Senior Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9633154,,Ashish Vaid,,,aashish_vaid@yahoo.com,,List import
11078162,Inactive Investor,Krishna Samperio,,J.P. Morgan Securities LLC Coronado CA 1000 Orange Ave,krishna.samperio@jpmorgan.com,,Salesforce
10849842,Inactive Investor,John Aguilera,,"Osaic Wealth, Inc. Vista CA 122 Civic Center Dr",,,Salesforce
10830963,Inactive Investor,Simarpreet Kalra,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9553619,,matt slodden,,,mslodden@apollo.com,,List import
11023632,Inactive Investor,Clayton Mckenzie,,"Osaic Wealth, Inc. Spring TX 10001 Woodloch Forest Dr",,,Salesforce
9577990,,Jeff Augen,,,jaugen2@gmail.com,,List import
10787171,Inactive Investor,Kyle Turner,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,k.turner@fi.com,,Salesforce
10788104,Inactive Investor,Kevin Carmody,,Goldman Sachs & Co.,kevin.carmody@gs.com,,Salesforce
10894407,Inactive Investor,Roy Cranman,,"The Leaders Group, Inc.",,,Salesforce
9621428,,haohan hong,,,826555875@qq.com,,List import
11160786,Inactive Investor,Kristen Ellsworth,,UBS Financial Services Inc. Nashville TN 315 Deaderick St,kristen.ellsworth@ubs.com,,Salesforce
11080773,Inactive Investor,Nicholas Chambers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10935488,Inactive Investor,Matthew Moreno,,Evercore Group L.L.C.,,,Salesforce
11201760,Inactive Investor,Scott Salisbury,,NYLIFE Securities LLC Charlotte NC 7900 Matthews Mint Hill Rd,ssalisbury@ft.newyorklife.com,,Salesforce
11072491,Inactive Investor,Jeffrey Jensen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11143267,Inactive Investor,Alexandra Simons,Financial Professional,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",alexandra.simons@prudential.com,,Salesforce
10936314,Inactive Investor,Jenna Faiella,,"Avantax Investment Services, Inc. Staten Island NY 516 Industrial Loop",,,Salesforce
10858927,Inactive Investor,Jeffrey Rendinaro,,Darwood Associates Incorporated Plattsburgh NY 125 Bridge St,jeff.rendinaro@darwoodassociates.com,,Salesforce
10921652,Inactive Investor,Mary Mclaughlin-Craskey,Associate Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1 Righter Pkwy",mary.mclaughlin@ampf.com,,Salesforce
9544447,,Peter Barile,,,petebarile@outlook.com,,List import
11049318,Inactive Investor,Stephen Lindsley,Investment Advisor Representative,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",slindsley@nationallife.com,,Salesforce
9563109,,Shailesh Agarwal,,,suchianita01@gmail.com,,List import
10646924,,Kean Boucher,,,kean.boucher@lpl.com,,List Import
11181629,Inactive Investor,Olivia Dolan,,PFS Investments Inc. Indianapolis IN 8383 Craig St,odolan@primerica.com,,Salesforce
10935673,Inactive Investor,Joseph Sholley,,Cetera Financial Specialists LLC New Holland PA 301 E Main St,joseph.sholley@ceterafs.com,,Salesforce
10916564,Inactive Investor,Michael De Los Santos,,Edward Jones Dallas TX 8350 N Central Expy,,,Salesforce
10900136,Inactive Investor,Randall Preuss,,"The Leaders Group, Inc.",randall@leadersgroup.net,,Salesforce
10787701,Inactive Investor,Jason Nunnally,,J.P. Morgan Securities LLC Levittown NY 3737 Hempstead Tpke,jason.s.nunnally@jpmorgan.com,,Salesforce
11045765,Inactive Investor,Charles Bubeck,Financial Advisor,Commonwealth Financial Network Columbia MD 9881 Broken Land Pkwy,cbubeck@commonwealth.com,,Salesforce
10646087,,Edward Krule,,,ekrule@lincolninternational.com,,List Import
10912340,Inactive Investor,Constance Green,Financial Advisor,"Hornor, Townsend & Kent, LLC Shreveport LA Private Residence",cgreen@htk.com,,Salesforce
10857369,Inactive Investor,Richard Lonie,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
10976030,Inactive Investor,Um Ume,,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,um.e.rabab@chase.com,,Salesforce
11031381,Inactive Investor,Kyle Laube,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",kyle.laube@ampf.com,,Salesforce
10848785,Inactive Investor,David Hernandez,,NYLIFE Securities LLC Snohomish WA 605 2nd St,dhernandez@ft.newyorklife.com,,Salesforce
11228681,Inactive Investor,Anamaria Bello,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11183397,Inactive Investor,Ryan Culpepper,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",ryan.culpepper@wellsfargoadvisors.com,,Salesforce
11193036,Inactive Investor,Kasey Gaines,Chief Compliance Officer;Managing Member,PSALM Capital,,,Salesforce
9637362,,Steve S,,,genbox99@pm.me,,List import
10763159,Inactive Investor,Lynne Sebastian,Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,lynne.sebastian@ubs.com,,Salesforce
10729547,,John Test James Test,,,johnjamestest@gmail.com,,Web Form Fillout
10838916,Inactive Investor,Assaf Shpigel,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5881 Glenridge Dr",allen.a.shpigel@ampf.com,,Salesforce
11055411,Inactive Investor,William Lewis,Senior Vice President;Wealth Advisor,Morgan Stanley Vero Beach FL 3525 Ocean Dr,w.lewis@morganstanley.com,,Salesforce
11028370,Inactive Investor,Daniel Orduz Gonzalez,,J.P. Morgan Securities LLC Tampa FL 7319 W Waters Ave,daniel.orduz-gonzalez@jpmorgan.com,,Salesforce
10788685,Inactive Investor,Bruce Kalbrosky,,"Brean Capital, LLC Summit NJ 382 Springfield Ave",,,Salesforce
11030606,Inactive Investor,Richard Collins,,"American Portfolios Financial Services, Inc. Richmond VA 2216 E Broad St",rcollins@americanportfolios.com,,Salesforce
10614705,,Joseph Heyer,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,joseph.heyer@morganstanley.com,,List Import
10894230,Inactive Investor,A Koplan,Chief Compliance Officer;Managing Member,Koplan & Associates,,,Salesforce
10970992,Inactive Investor,Evan Pappazisis,Compliance Administrator,Commonwealth Financial Network,epappazisis@commonwealth.com,,Salesforce
9603794,,Ishan Bhatt,,,ishanbhatt.1989@gmail.com,,List import
10753446,Inactive Investor,Kathryn Braun,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",katie.braun@ampf.com,,Salesforce
11231384,Inactive Investor,Anglea Graf-Vucic,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,angela_vucic@vanguard.com,,Salesforce
10956634,Inactive Investor,Michael Young,Financial Advisor,Edward Jones Visalia CA 527 S Pinkham St,,,Salesforce
347725,,Pamela Hannan,Vice President,"Independence Financial Advisors, Llc",hannan@ifa-nh.com,603-934-4445,Manual List Upload
11100197,Inactive Investor,James Greno,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,,,Salesforce
10833523,Inactive Investor,Gary Ryberg,,"Kestra Investment Services, LLC Williston ND 125 Main St",,,Salesforce
11193649,Inactive Investor,Mara Glassel,,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,mara.glassel@ubs.com,,Salesforce
11093911,Inactive Investor,Lori Tipple,,Edward Jones Gig Harbor WA 3312 Rosedale St,,,Salesforce
10932621,Inactive Investor,Brittany Grabner,Financial Security Planning Specialist,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",,,Salesforce
10996289,Inactive Investor,Lorraine Ansman,,J.P. Morgan Securities LLC Hampton Bays NY 47 W Montauk Hwy,lorraine.ansman@chase.com,,Salesforce
11186518,Inactive Investor,Nathaniel Mclaughlin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10920848,Inactive Investor,Dante Crosa,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 11200 Westheimer Rd",dante.crosa@tfaconnect.com,,Salesforce
10881778,Inactive Investor,Thomas Crow,Manager;Owner;President,Crow Financial Advisors,tom@crowfa.com,,Salesforce
10832222,Inactive Investor,Patti Grooms,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10761831,Inactive Investor,Karen Decker,Senior Client Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,karen.decker@ubs.com,,Salesforce
10983065,Inactive Investor,Melanie Carvalho,,LPL Financial LLC Huntington Beach CA 7561 Center Ave,melanie.carvalho@lpl.com,,Salesforce
10921983,Inactive Investor,Arthur Garofalo,,"Osaic Institutions, Inc. Lexington MA 52 Waltham St",agarofalo@infinexgroup.com,,Salesforce
9546216,,E M,,,e.w.manche@gmail.com,,List import
11081482,Inactive Investor,Alaguradha Senthil,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alaguradha_senthil@vanguard.com,,Salesforce
348324,,Michael Campagna,"Partner, Research Analyst",Moerus Capital Management Llc,mcampagna@moeruscap.com,121-246-14088,Manual List Upload
10915195,Inactive Investor,David Stackpole,Chief Compliance Officer;Managing Member;Owner,Stackpole Wealth Planning and Research,,,Salesforce
11156220,Inactive Investor,Robert Kunde,,"Grove Point Investments, LLC Seattle WA Private Residence",,,Salesforce
11049625,Inactive Investor,Christopher Pierce,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",christopher.a.pierce@truist.com,,Salesforce
11051645,Inactive Investor,Lewis Leflar,Chief Compliance Officer;Managing Director,"Water Tower Wealth Management, Inc.",lleflar@watertowerwealth.com,,Salesforce
9567593,,?? ?,,,dbsdn9632@naver.com,,List import
10755911,Inactive Investor,Shannon Strickland,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",shannon_strickland@ml.com,,Salesforce
10804395,Inactive Investor,Brent Rea,Financial Advisor,Edward Jones Atlanta GA 4360 Chamblee Dunwoody Rd,brent.rea@edwardjones.com,,Salesforce
11209989,Inactive Investor,Adam Brewer,Financial Advisor,Edward Jones Waterloo IL 710 N Market St,adam.brewer@edwardjones.com,,Salesforce
121520,,Alejandro Jerez,Private Wealth Advisor,Lincoln Financial Advisors Corporation,alejandro.jerez@lfg.com,800-237-3813,
10964048,Inactive Investor,Juan Gaytan,Financial Advisor,Edward Jones South Elgin IL 2000 Mcdonald Rd,juan.gaytan@edwardjones.com,,Salesforce
153451,,Chris Higginson,,[Unknown],chris@telltale-capital.com,,
11237127,Inactive Investor,Joseph Cella,Wealth Advisor,Mosaic Family Wealth,,,Salesforce
11088890,Inactive Investor,John Bucher,Financial Advisor,"Pruco Securities, LLC. York PA 2200 S George St",john.bucher@prudential.com,,Salesforce
10913044,Inactive Investor,Kristopher Green,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",kristopher.green@ml.com,,Salesforce
11138956,Inactive Investor,Kenneth Gula,Vice President,LPL Financial LLC,kenneth.gula@lpl.com,,Salesforce
10776718,Inactive Investor,Sheryl Parks,Director - Financial Planning;Partner;Senior Financial Advisor,The Marshall Financial Group LLC Cockeysville MD 225 International Cir,sheryl@marshallfinancialgroup.com,,Salesforce
10787744,Inactive Investor,Don Webb,Financial Advisor,"Wells Fargo Clearing Services, LLC High Point NC 1725 N Main St",don.webb@wellsfargoadvisors.com,,Salesforce
9643985,,marc dien,,,angkoradvisors@earthlink.net,,List import
11161313,Inactive Investor,Steven Ogle,Financial Advisor;Managing Director,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",steve.ogle@rbc.com,,Salesforce
10785215,Inactive Investor,Brandon Perry,Software Engineer,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,brandon.p.perry@jpmorgan.com,,Salesforce
11187730,Inactive Investor,Robert Tweeddale,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",robert.tweeddale@ml.com,,Salesforce
10806358,Inactive Investor,Thomas Grogan,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",thomas.grogan@raymondjames.com,,Salesforce
10956730,Inactive Investor,Jared Leclair,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
219495,,Chau Tran,,[Unknown],tranminhchau9999@gmail.com,,
11063741,Inactive Investor,Richard Fenger,,"Avantax Investment Services, Inc. Mesa AZ 3740 E Southern Ave",,,Salesforce
10891156,Inactive Investor,Belinda Van Sickle,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",,,Salesforce
11084647,Inactive Investor,Charles Smith,,State Farm VP Management Corp. Des Moines IA 3801 Douglas Ave,charlessmith@statefarm.com,,Salesforce
10775533,Inactive Investor,Bari Kramer,Senior Client Associate,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,bkramer@ubs.com,,Salesforce
10969812,Inactive Investor,Michael Fernandes,,J.P. Morgan Securities LLC Boston MA 280 Huntington Ave,michael.fernandes@chase.com,,Salesforce
1001809,Inactive Investor,Atif Ali,Director of Alternative Investments,G Family Office,aali@timeequities.com, +1 212 206 6148,Database Upload
11071269,Inactive Investor,Thomas Newkirk,,Innovation Partners LLC Roswell GA 10930 Crabapple Rd,tnewkirk@innovationpartnersllc.com,,Salesforce
9648005,,Kyle Thoma,,,kyle.thoma.personal@gmail.com,,List import
10729323,,Irial Ramadhani,,,mbastian45@gmail.com,,Web Form Fillout
10934726,Inactive Investor,Tyler Keegan,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10845357,Inactive Investor,Paminder Gujral,Owner,Robert Gujral CPA,,,Salesforce
9608018,,Chris Anderson,,,canderson@tiff.org,,List import
11104480,Inactive Investor,Robert Brown,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",robert.j.brown@nm.com,,Salesforce
11150130,Inactive Investor,Clayton St George,,"Osaic Wealth, Inc. Lake Elmo MN Private Residence",,,Salesforce
234921,, -,,[[Unknown]],kingofbitcoins@mail.com,,
202300,,Louis Butera,,[Unknown],louis@buterawm.com,,source
10913706,Inactive Investor,John Moller,Financial Advisor,Edward Jones Petaluma CA 26 4th St,john.moller@edwardjones.com,,Salesforce
9549598,,Stephen Schatzman,,,sschatzman@thirdpoint.com,,List import
9642021,,SHIN UN,,,shinyongun1@gmail.com,,List import
142429,,Samson Koo,,"Advisors Asset Management, Inc.",skoo@aamportfolios.com,212-518-0610,
11211791,Inactive Investor,Marcus Welborn,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 825 Juniper St NE",marcus.w.welborn@ampf.com,,Salesforce
220943,,Tim Wendland,,United States,twendland@gmail.com,,
351530,,Chad Brown,"Director, Research",The Circumference Group Llc,chad.brown@circumferencegroup.com,501-492-8400,Manual List Upload
11097597,Inactive Investor,Ben Meadows,Chief Growth Officer;Financial Advisor,"Grace Capital Management, LLC",ben@grace-cap.com,,Salesforce
9557850,,Renee Morrell,,,rmorrell@gunnchamberlain.com,,List import
10510260,,Fernando Germana,Chief Investment Officer,Germana Capital,fgermana@germanacapital.com,,List Import
11031006,Inactive Investor,Marcy Morgan,,"Wells Fargo Clearing Services, LLC Ansonia CT 211 Main St",,,Salesforce
10815972,Inactive Investor,Maya Philipson,Chief Compliance Officer;Chief Operations Officer;Co-Founder;Corporate Secretary;Principal,Adasina Social Capital San Francisco CA 870 Market St,maya@adasina.com,,Salesforce
11188243,Inactive Investor,Lauren Ladd,Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
10934427,Inactive Investor,Latchmin Persaud,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,latchmin.persaud@primerica.com,,Salesforce
223859,,Seongmin Hong,,[Unknown],dynamichong@onestx.com,,
213179,,Jeffrey Jensen,"Investment Executive, Vice President","Fifth Third Securities, Inc.",jeffrey.jensen@53.com,419-843-5595,
10477942,,Kerry White,,,kwhitetheman@gmail.com,,Web Form Fillout
10855223,Inactive Investor,Christie Autry,Portfolio Consultant,"Raymond James & Associates, Inc. Dallas TX 5956 Sherry Ln",christie.autry@raymondjames.com,,Salesforce
10965670,Inactive Investor,Lilian Acom-Mcclung,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,lacom-mcclung@primerica.com,,Salesforce
10960958,Inactive Investor,Jacqueline Perdomo,,"Wells Fargo Clearing Services, LLC Las Vegas NV 2420 E Sunset Rd",,,Salesforce
9558782,,Sebastain?s n Holmes,,,sebastainhomes4@gmail.com,,List import
9584695,,Kent Clark,,,kent.clark@fmr.com,,List import
11110474,Inactive Investor,Kevin Condon,,State Farm VP Management Corp. Holland MI 897 Washington Ave,,,Salesforce
9647753,,Robert Serec,,,serecrohi@yahoo.com,,List import
6512222,,????? ??? ?????,,,ombanna7773sarkar@gmail.com,,Web Form Fillout
11114524,Inactive Investor,Danielle Bolton,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,dbolton@primerica.com,,Salesforce
10764272,Inactive Investor,Jacob Short,Financial Consultant,Commonwealth Financial Network Ingram TX 4524 Junction Hwy,jshort@cfnmail.com,,Salesforce
6968202,,Kidy kidist,,,kidymesi15@gmail.com,,Web form fillout
10988433,Inactive Investor,Ariano Barbosa,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,abarbosa@ft.newyorklife.com,,Salesforce
10824633,Inactive Investor,Barry Sykora,Financial Advisor,Edward Jones Rapid City SD 1301 W Omaha St,barry.sykora@edwardjones.com,,Salesforce
11177869,Inactive Investor,Eric Ellis,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",,,Salesforce
230847,, -,,[[Unknown]],andrei.vrabtchev@gmail.com,,
11157228,Inactive Investor,Howard Senescu,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,howard.senescu@morganstanley.com,,Salesforce
11089103,Inactive Investor,Wesley Pruitt,Partner,Pruitt Richmond Wealth Management LLC,,,Salesforce
11064880,Inactive Investor,Robert Massaroni,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",bob.massaroni@ampf.com,,Salesforce
11037901,Inactive Investor,Joseph Misenti,,J.P. Morgan Securities LLC Prescott AZ 746 Miller Valley Rd,joseph.misenti@jpmorgan.com,,Salesforce
11131861,Inactive Investor,Anny Pena,,Standard Chartered Securities North America LLC,anny.pena@sc.com,,Salesforce
9550523,,Evan Prevost,,,evanprevost97@gmail.com,,List import
10979570,Inactive Investor,Felicia Gounraj-Boodhoo,,J.P. Morgan Securities LLC Orlando FL 11969 Ferris State Way,felicia.r.gounrajboodhoo@chase.com,,Salesforce
220062,,Paul Osorio,,[[Unknown]],o32549@yahoo.com,,Direct
227165,, -,,[Unknown],joeshaia@gmail.com,,
10974333,Inactive Investor,Joy Malone,,J.P. Morgan Securities LLC Eastlake OH 35400 Vine St,joy.malone@jpmorgan.com,,Salesforce
10506092,,Michael Witsberger,Financial Professional,Equitable Advisors,michael.witsberger@equitable.com,201-777-7381,List import
227202,, -,,[[Unknown]],vallecico@gmail.com,,Organic Search
11140794,Inactive Investor,Tommy Pitser,Vice President,Robert W. Baird & Co. Incorporated Naples FL 5811 Pelican Bay Blvd,tpitser@rwbaird.com,,Salesforce
11065772,Inactive Investor,Eleanor Butler,Investment Advisor,The Fiduciary Group,bess@tfginvest.com,,Salesforce
10953995,Inactive Investor,Marina Smith,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10966617,Inactive Investor,Wade Dugan,,J.P. Morgan Securities LLC Joliet IL 2500 W Jefferson St,wade.dugan@jpmorgan.com,,Salesforce
10995757,Inactive Investor,George Argiropoulos,,Citigroup Global Markets Inc.,,,Salesforce
10761608,Inactive Investor,Coleman Wortham,Chairman;Director,Davenport & Company LLC,cwortham@investdavenport.com,,Salesforce
11105649,Inactive Investor,Julie Meyer,,Cetera Advisor Networks LLC Hopkins MN 130 Cheshire Ln,meyerj@ceteranetworks.com,,Salesforce
11081734,Inactive Investor,Jennifer Davidson,Member;Shareholder,"CPA Group Investment Management, LLC",jennifer.davidson@cpagroup.com,,Salesforce
10837947,Inactive Investor,Chad Olivier,,Cetera Advisor Networks LLC Baton Rouge LA 4609 Bluebonnet Blvd,,,Salesforce
11019526,Inactive Investor,Keith Hardman,Financial Advisor,Prudent Management Associates,khardman@prudentmanagement.com,,Salesforce
10960281,Inactive Investor,Aaron Smith,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",aaron.smith@prudential.com,,Salesforce
10769407,Inactive Investor,Rosaura Parsons,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Ontario CA 4141 Inland Empire Blvd",rosaura.parsons@wellsfargoadvisors.com,,Salesforce
10885093,Inactive Investor,Michael Kryger,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,michael.kryger@fidelity.com,,Salesforce
245280,,Jose Carvalhinho,Director & Founder,Silcarv Consulting Limited,jtc@silcarvconsulting.com,4.47468E+11,Manual List Upload
9629300,,A Mc,,,thisisalexc@gmail.com,,List import
9626801,,Naser Ranjbar,,,toround@yahoo.com,,List import
10868376,Inactive Investor,Fadwa Dahhan,Registered Principal,LPL Financial LLC Woodland Hills CA 22900 Ventura Blvd,fadwa.al-dahhan@lpl.com,,Salesforce
9638741,,Nabil Mezouar,,,nabil.mezouar@ag2rlamondiale.fr,,List import
349435,,Christopher Bond,,"National Asset Management, Inc.",cbond@nationalsecurities.com,866-305-2220,
10818646,Inactive Investor,Bill Walton,Chief Executive Officer;Founder;President;Principal,Accelerated Wealth Advisors LLC,billw@acceleratedwealth.com,,Salesforce
10867646,Inactive Investor,Robert Barnes,,"Avantax Investment Services, Inc. Mars PA 310 7 Fields Blvd",,,Salesforce
10943805,Inactive Investor,Scott Norris,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
34984,,David Cole,"Chief Financial Officer, Vice President","Calton & Associates, Inc.",dcole@calton.com,(813) 264-0440 ext. 208,Manual List Upload
10892091,Inactive Investor,Joshua Fossnock,Financial Advisor,Edward Jones Frankfort IN 1552 E Wabash St,joshua.fossnock@edwardjones.com,,Salesforce
10894870,Inactive Investor,Travis Tiell,,LPL Financial LLC Fostoria OH 893 N Countyline St,travis.tiell@lpl.com,,Salesforce
347585,,Joseph Favorito,Managing Member,"Landmark Wealth Management, Llc",jfavorito@landmarkwealthmgmt.com,631-923-2485,Manual List Upload
10934127,Inactive Investor,Jerry Bailey,,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
11183462,Inactive Investor,Mario Afram,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",mario.afram@wellsfargoadvisors.com,,Salesforce
9590595,,Michael Marino,,,michael.marino@morganstanley.com,,List import
9620923,,Goeun Nam,,,theselinanam@gmail.com,,List import
10923462,Inactive Investor,Giovanni Afanasiev,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",,,Salesforce
233631,, -,,[[Unknown]],brianna296@gmail.com,,
11083207,Inactive Investor,Mitchell Griffin,,"Concourse Financial Group Securities, Inc. Starkville MS 303 Hwy 12 W",mitchell.griffin@concoursefinancial.com,,Salesforce
11076424,Inactive Investor,Stephanie Brandon,,"MML Investors Services, LLC Fort Lauderdale FL 8151 Peters Rd",,,Salesforce
10783146,Inactive Investor,Kimberly Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,kimberly.smith@fidelity.com,,Salesforce
10851491,Inactive Investor,Lorenzo Ruiz,Financial Advisor,LPL Financial LLC Oklahoma City OK 815 NW 58th St,lorenzo.ruiz@lpl.com,,Salesforce
10882516,Inactive Investor,Nicole Nyboer-Halliwill,Financial Advisor,Edward Jones Lansing MI Private Residence,nicole.nyboer-halliwill@edwardjones.com,,Salesforce
10773982,Inactive Investor,Mary Schimweg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",,,Salesforce
10606280,,Michael Kozik,"Account Executive, Branch Manager",Janney Montgomery Scott LLC,mkozik@janney.com,203-256-4531,List Import
10857071,Inactive Investor,Ronald Castrogiovanni,,Fidelity Brokerage Services LLC Middleton WI 8235 Greenway Blvd,ron.castrogiovanni@fmr.com,,Salesforce
10849991,Inactive Investor,Megan Pafford,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",megan.rasmussen@hantzgroup.com,,Salesforce
11033881,Inactive Investor,Garland Waller,,PFS Investments Inc. Winter Park FL 676 Formosa Ave,garland.waller@primerica.com,,Salesforce
10619360,,Jeffrey Cardwell,,,jeffrey.cardwell@morganstanley.com,,List Import
10454987,,Marvin Stalling,,,marvstall@gmail.com,,Web Form Fillout
10776580,Inactive Investor,Kelly Heppe,Associate Financial Advisor;Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,kheppe@rwbaird.com,,Salesforce
9551986,,Michael Pierce,,,mpierce@melvincapital.com,,List import
11094166,Inactive Investor,Ariel Olyan,,Evercore Group L.L.C.,ariel.olyan@evercore.com,,Salesforce
11103956,Inactive Investor,Samantha Melching,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,samantha.melching@lpl.com,,Salesforce
10968515,Inactive Investor,Jeremy Ybarra,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11134619,Inactive Investor,William Neuens,First Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,william.neuens@ubs.com,,Salesforce
342698,,David Ganitsky,Managing Director,"Ncp Group, Lp",dganitsky@nonantumcapital.com,617-245-8050,Manual List Upload
63964,,Ashley Woodard,Financial Advisor,Eagle Strategies LLC,awoodard@ft.newyorklife.com,864-678-7071,
10980036,Inactive Investor,Charles Pratt,,The Huntington Investment Company Hamilton OH 3333 Princeton Rd,charles.pratt@huntington.com,,Salesforce
9567840,,John -,,,johnmackey96@gmail.com,,List import
10924184,Inactive Investor,Jesse Higbee,,"Wells Fargo Clearing Services, LLC San Diego CA 3445 Del Mar Heights Rd",jesse.j.higbee@wellsfargo.com,,Salesforce
10840223,Inactive Investor,Brian Ogent,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10844038,Inactive Investor,Abanti Pakrasi,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",avanti_pakrasi@ml.com,,Salesforce
11149677,Inactive Investor,Scott McLaughlin,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,scott.mclaughlin@edwardjones.com,,Salesforce
11165937,Inactive Investor,Donna Bellamy,Financial Advisor,"Madison Avenue Securities, LLC Crestwood IL 14170 Cicero Ave",dbellamy@madisonreps.com,,Salesforce
9559349,,Daniel Rauschert,,,creeseva@gmail.com,,List import
11051125,Inactive Investor,Landon Lancaster,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",landon.lancaster@nm.com,,Salesforce
10800143,Inactive Investor,Kevin McCoy,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,k.mccoy@ubs.com,,Salesforce
11160564,Inactive Investor,Danielle Williams,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,dwilliams.8plba@primerica.com,,Salesforce
232251,, -,,[Unknown],stigleriii@yahoo.com,,
9569201,,Andre Jacques,,,amjacques40@gmail.com,,List import
10757491,Inactive Investor,Brian Willenborg,,NWF Advisory Services Inc San Mateo CA 1777 Borel Pl,,,Salesforce
11117043,Inactive Investor,Rebecca Fassbender,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",rebecca.fassbender@ml.com,,Salesforce
10393509,,Jason Daulton,,,jason@daultoncre.com,,Web Form Fillout
10999248,Inactive Investor,Jared Petska,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",jared.petska@nm.com,,Salesforce
10780286,Inactive Investor,John Mallach,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",john_mallach@ml.com,,Salesforce
11088077,Inactive Investor,Anna Read,Senior Associate - Client Services,Chicago Partners Investment Group LLC,anna.read@chicagopartnersllc.com,,Salesforce
11111758,Inactive Investor,Shivam Shah,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
10813115,Inactive Investor,Robert Lepa,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",robert.lepa@ampf.com,,Salesforce
10893788,Inactive Investor,Stephanie Ruehl,,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,stephanie.ruehl@morganstanley.com,,Salesforce
11197837,Inactive Investor,Samuel Russell,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Stevenson Ranch CA 25644 Elmwood Ln",russells@stifel.com,,Salesforce
11007377,Inactive Investor,Rafal Swiatkiewicz,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,rafal.swiatkiewicz@jpmorgan.com,,Salesforce
10989720,Inactive Investor,Michael Debottis,Branch Manager,Key Investment Services LLC,michael.debottis@key.com,,Salesforce
10835147,Inactive Investor,Charles Schilleci,Managing Partner,Wealthcare Advisory Partners LLC Knoxville TN 11826 Kingston Pike,,,Salesforce
10993161,Inactive Investor,Grant Martin,,J.P. Morgan Securities LLC Chicago IL 150 N Michigan Ave,grant.martin@jpmorgan.com,,Salesforce
10961357,Inactive Investor,Connor Sofield,,Commonwealth Financial Network Maplewood NJ Private Residence,csofield@commonwealth.com,,Salesforce
11171139,Inactive Investor,Marcus Bickle,Owner;Portfolio Manager,Naples Money Management LLC Naples FL 10001 Tamiami Trl N,marcus@naplesmoneymanagers.com,,Salesforce
11115545,Inactive Investor,Beth Renner,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10974734,Inactive Investor,Stormy Burns,,Edward Jones Austin TX 12700 Hill Country Blvd,,,Salesforce
11255052,Inactive Investor,David Rivkin,Private Wealth Manager,Creative Planning,david.rivkin@creativeplanning.com,,Salesforce
9627257,,Angelo Roldan,,,anroldan@gmail.com,,List import
11238195,Inactive Investor,Lane Jones,,Evensky & Katz / Foldes Financial Wealth Management,ljones@evensky.com,,Salesforce
10771089,Inactive Investor,William Olinger,Managing Member;Managing Partner,"Koss-Olinger Consulting, LLC.",,,Salesforce
11160613,Inactive Investor,Andrew Benton,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Lincoln NE 4101 Pioneer Woods Dr",andy.benton3@benjaminfedwards.com,,Salesforce
11080159,Inactive Investor,Timothy Rauwald,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chapel Hill NC 317 W Barbee Chapel Rd,tim.rauwald@ubs.com,,Salesforce
245578,,Jack Swift,President and CRO,Tifin,jack@tifin.com,,Manual List Upload
11123224,Inactive Investor,Kenneth Shook,,"First Command Brokerage Services, Inc.",krshook@firstcommand.com,,Salesforce
10767303,Inactive Investor,Mark Dalton,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",mark.dalton@wellsfargoadvisors.com,,Salesforce
10886304,Inactive Investor,Raymond Thompson,Branch Manager,"Prospera Financial Services, Inc. Metairie LA 2121 Airline Dr",,,Salesforce
9615740,,Tommy Simon,,,wogep16909@pubpng.com,,List import
10523814,,Matthew Yarbrough,,,matt.yarbrough@encompasswa.com,,Web Form Fillout
11103702,Inactive Investor,Joseph Schurer,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,joseph.schurer@nb.com,,Salesforce
11145459,Inactive Investor,Kerma Brunecker,Client Service Associate;Senior Private Client Associate,Morgan Stanley Jericho NY 2 Jericho Plz,kerma.m.brunecker@morganstanley.com,,Salesforce
10756597,Inactive Investor,Tara Guhy,Senior Client Service Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,tara.guhy@morganstanley.com,,Salesforce
11131454,Inactive Investor,James McDonnell,,Cetera Advisor Networks LLC Foxboro MA 16 Chestnut St,,,Salesforce
9645019,,Logan Guinaugh,,,lbguinaugh@gmail.com,,List import
10904729,Inactive Investor,Lucy Yang,,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",,,Salesforce
345128,,Ethan Jackson,Investment Associate,"Cassady Schiller Wealth Management, Llc",ejackson@cassadyschillerwealth.com,513-483-6652,Manual List Upload
11071435,Inactive Investor,Andrew Tyson,,PNC Investments Bryn Mawr PA 18 S Bryn Mawr Ave,andrew.tyson@pnc.com,,Salesforce
10962983,Inactive Investor,Sandy Cha,Financial Advisor,Edward Jones Cambria CA 1073 Main St,sandy.cha@edwardjones.com,,Salesforce
11205193,Inactive Investor,Sandra Film,,The Huntington Investment Company Bay Village OH Private Residence,sandra.film@huntington.com,,Salesforce
9602801,,Herman Hermawan,,,herman.hermawan@outlook.com,,List import
10616068,,Michael Bernberg,,,michael.bernberg@ampf.com,,List Import
11091382,Inactive Investor,Julie Palmer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,julie.palmer@fidelity.com,,Salesforce
11208286,Inactive Investor,Robert Casolaro,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",robert.casolaro@tiaa.org,,Salesforce
10929664,Inactive Investor,Lisa Frankovich,Financial Professional,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",lfrankovich@financialguide.com,,Salesforce
9576752,,Brent Affolter,,,baffolter@financialguide.com,,List import
9609967,,Van Panos,,,navson15@icloud.com,,List import
105732,,Austin Bloom,Equities Investor,Self employed,austinabloom@gmail.com,,
11157398,Inactive Investor,Howard Lin,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,howard.lin@jpmorgan.com,,Salesforce
10758124,Inactive Investor,William Oakley,Alternative Investment Director;Family Wealth Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice Pre,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,lawrence.oakley@morganstanley.com,,Salesforce
10922533,Inactive Investor,Jeffrey Valoria,,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",jeff.valoria@wellsfargoadvisors.com,,Salesforce
11230763,Inactive Investor,Terri Normington,Financial Professional,LPL Financial LLC Deerfield WI Private Residence,terri.normington@lpl.com,,Salesforce
11257921,Inactive Investor,Anita Heisl,Chief Engagement Officer,4U Platform LLC,anita.heisl@4uplatform.com,,Salesforce
9578072,,Martin Hummel,,,mhummel@gareppleinvestments.com,,List import
10920095,Inactive Investor,James Burkhart,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,jimmy.burkhart.jm86@statefarm.com,,Salesforce
10815220,Inactive Investor,Max Miracle,Financial Advisor,LPL Financial LLC Chico CA 2452 Lakewest Dr,dennis.miracle@lpl.com,,Salesforce
10951001,Inactive Investor,Robert Keane,,"Farmers Financial Solutions, LLC Wenonah NJ 1038 Mantua Pike",,,Salesforce
11167709,Inactive Investor,Brian Kettmann,Financial Advisor;Vice President,Morgan Stanley San Diego CA 16644 W Bernardo Dr,brian.kettmann@morganstanley.com,,Salesforce
11073254,Inactive Investor,Sergey Zaytsev,Chief Compliance Officer;Managing Member,"zQuant Advisory, LLC",,,Salesforce
9603678,,Adam Munera,,,adam.munera.s@gmail.com,,List import
10809841,Inactive Investor,Kelly Varnum,Client Service Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,kelly.varnum@ubs.com,,Salesforce
11146669,Inactive Investor,Lauren Best,Assistant Vice President;Financial Planning Analyst,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,lauren.best@morganstanley.com,,Salesforce
10991113,Inactive Investor,Ryan Hamlin,Paraplanner,LPL Financial LLC Brighton MI 110 E Main St,ryan.hamlin@lpl.com,,Salesforce
10807310,Inactive Investor,Alexis Williams,Chartered Retirement Planning Counselor;Client Associate;Wealth Management Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10948112,Inactive Investor,Pam Gao,Chief Compliance Officer;Managing Member;Principal,"AsterBright Capital Management, LLC",pam@asterbright.com,,Salesforce
11043078,Inactive Investor,Jacob Salazar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9621140,,Christopher Cross,,,christopherwaynecross@yahoo.com,,List import
10800762,Inactive Investor,Frank Downey,Director;Senior Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,fdowney@rwbaird.com,,Salesforce
10948164,Inactive Investor,Jeffrey Lukowiak,Private Wealth Advisor,"Osaic FA, Inc. Vancouver WA 1498 SE Tech Center Pl",jeffrey.lukowiak@lfg.com,,Salesforce
10833095,Inactive Investor,Michael Shannon,,Robert W. Baird & Co. Incorporated,mrshannon@rwbaird.com,,Salesforce
9594296,,Ezekiel Charlesworth,,,zeke.charlesworth@gmail.com,,List import
10813679,Inactive Investor,Thomas Nee,,"Osaic Wealth, Inc. Wakefield MA 500 Edgewater Dr",,,Salesforce
9543116,,Hans Peter Godiksen,,,hpgodiksen@mac.com,,List import
321861,,Harold Paredes-Frigolett,Director,N=Pulse,harold.paredes-frigolett@n-pulse.de,,Manual List Upload
11066189,Inactive Investor,Dean Howard,,Morgan Stanley Rochester MI 1108 N Main St,dean.howard@morganstanley.com,,Salesforce
236183,,Bailey Wilson -,,Bailey Wilson [[Unknown]],shofladrake@gmail.com,,
11003139,Inactive Investor,Nicholas Davis,Financial Advisor,Edward Jones Crossville TN 56 Genesis Rd,nicholas.davis2@edwardjones.com,,Salesforce
10805598,Inactive Investor,Andrea Bird,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11185968,Inactive Investor,Dana Borgschatz,Personal Banker,"Wells Fargo Clearing Services, LLC Red Wing MN 401 Plum St",,,Salesforce
10888222,Inactive Investor,Samuel Sekine,Chief Operations Officer,"JSF Financial, LLC",,,Salesforce
10842890,Inactive Investor,Valice Watters,Wealth Planning Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",val.watters@wellsfargoadvisors.com,,Salesforce
10815977,Inactive Investor,Michael Hall,,NYLIFE Securities LLC Loveland OH 600 W Loveland Ave,mthall@ft.newyorklife.com,,Salesforce
372347,,Mirko Scarcella,,United States,office@lionadv.us,,Salesforce
9607834,,Christopher Cantwell,,,ctcantwells@sbcglobal.net,,List import
10888390,Inactive Investor,Michael Russo,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",mjrusso@financialguide.com,,Salesforce
10963529,Inactive Investor,Lin Yan,Financial Advisor,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,lin.yan@morganstanley.com,,Salesforce
10989774,Inactive Investor,Skyler Sweeney,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,,,Salesforce
10611509,,Daniel Velazquez,Financial Advisor,,daniel.velazquez@lpl.com,,List Import
10878788,Inactive Investor,Nader Shafti,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5171 San Felipe St",nader.shafti@ml.com,,Salesforce
11093936,Inactive Investor,Tahitta Diaz-Resto,,"Equity Services, Inc. Southlake TX 950 E State Hwy 114",tdiaz-resto@nationallife.com,,Salesforce
372211,,Jonathan Kellner,,United States,kellnerpublic@gmail.com,,Salesforce
10837199,Inactive Investor,Brian Premo,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",brian_premo@ml.com,,Salesforce
11082453,Inactive Investor,Veronica Reed,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",,,Salesforce
11006112,Inactive Investor,Rachael Hagginbothom,Financial Professional,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",,,Salesforce
11195716,Inactive Investor,Christopher Cox,Financial Advisor,"Ameriprise Financial Services, LLC Mechanicsville VA 9097 Atlee Station Rd",wrenn.cox@ampf.com,,Salesforce
8480748,,Steven Prumo,,Merrill Lynch,steven.prumo@ml.com,(410) 321-4339,List Import
11182200,Inactive Investor,Robert Ballard,First Vice President;Portfolio Management Director,Morgan Stanley Virginia Beach VA 222 Central Park Ave,bob.ballard@morganstanley.com,,Salesforce
11222144,,Michelle Cortes-Harkins,,,mcortes-harkins@commonwealth.com,,List Import
10618283,,Michael Greene,,,michael.greene@ubs.com,,List Import
11069173,Inactive Investor,Douglas Stockman,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,douglas_stockman@glic.com,,Salesforce
10956091,Inactive Investor,Walter Jessee,Chief Compliance Officer;Founder;Owner,"Impact Financial, LLC",taylor@impactfinancialva.com,,Salesforce
10773751,Inactive Investor,William Whelan,Financial Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,william_whelan@glic.com,,Salesforce
11217975,,Brandon Short,,,brandon.short@jpmorgan.com,,List Import
9614741,,Tucker Preston,,,tucker@tucker.pw,,List import
9573932,,archibald annan,,,archibaldannan@gmail.com,,List import
11009802,Inactive Investor,Christopher Wiebusch,,J.P. Morgan Securities LLC Fremont CA 39395 Paseo Padre Pkwy,christopher.wiebusch@jpmorgan.com,,Salesforce
11036538,Inactive Investor,Matthew Keegan,Associate,Thrivent Investment Management Inc. Agawam MA 67 Hunt St,,,Salesforce
10505934,,Howard Townsend,IAR,Osaic Wealth,htownsend@osaicwealth.com,(760) 630-1220,List import
213993,,Sachin Mohan,,[[Unknown]],send.sachin@yahoo.com,,Initial Salesforce Import
10904657,Inactive Investor,Hannah Wilson,Financial Advisor,Edward Jones Grinnell IA 707 West St S,hannah.wilson@edwardjones.com,,Salesforce
10949075,Inactive Investor,Jimmy Garcia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10758871,Inactive Investor,Mary Haislip,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
9543559,,Courtney Stone,,,cobastone@gmail.com,,List import
213082,,rocco arbitell,,peoples choice mobil,speed2pass@yahoo.com,2035253160,Organic Search
10922944,Inactive Investor,James Mcgurren,Client Advisor;Managing Director;Principal,"Simon Quick Advisors, LLC New York NY 12 E 49th St",jmcgurren@simonquickadvisors.com,,Salesforce
335736,,Robert Ricci,,Creative Planning,robert.ricci@thinkingbeyond.com,,
10891278,Inactive Investor,Maria Bermejo Gutierrez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 6370 Magnolia Ave",,,Salesforce
9578523,,Douglas Koch,,,82868d76@opayq.com,,List import
10832638,Inactive Investor,Lisa Davidson,Chief Operating Officer;Principal,"Parkway Advisors, L.P.",lisa.davidson@parkwayadvisors.com,,Salesforce
10802375,Inactive Investor,Christina Lutz,Financial Advisor,Morgan Stanley Cincinnati OH 221 E 4th St,christina.lutz@morganstanley.com,,Salesforce
10916880,Inactive Investor,Neil Mcelroy,Financial Advisor,Edward Jones Monticello GA 139 Maple St,neil.mcelroy@edwardjones.com,,Salesforce
10882037,Inactive Investor,Daniel Hedge,,"Benjamin F. Edwards & Company, Inc. Saint Charles IL 50 S 1st St",dan.hedge@benjaminfedwards.com,,Salesforce
11117885,Inactive Investor,D Key,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 4023 Finn Way",keith.key@ml.com,,Salesforce
11206154,Inactive Investor,Lance Nekota,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,lance.nekota@lpl.com,,Salesforce
9604551,,Thierry Peps,,,thierry@pepin.me,,List import
11005340,Inactive Investor,Amanda Rainey,,LPL Financial LLC Evansville IN 123 Main St,amanda.rainey@lpl.com,,Salesforce
10866571,Inactive Investor,Ben Loeffler,Chief Compliance Officer;Chief Executive Officer;Managing Director;President,Acorn Creek Capital LLC,ben_loeffler@acorncreekcapital.com,,Salesforce
11158913,Inactive Investor,Daniel Wolfson,Owner;Senior Investment Advisor,Walter Keenan Wealth Management,dwolfson@walterandkeenan.com,,Salesforce
10777962,Inactive Investor,Brian Schaub,,Vanguard Marketing Corporation,brian_schaub@vanguard.com,,Salesforce
11097027,Inactive Investor,David Foret,Partner;Regulatory Contact;Senior Financial Advisor,"Blue Chip Partners, LLC",dsforet@bluechippartners.com,,Salesforce
10900611,Inactive Investor,James Capen,,"Raymond James Financial Services, Inc. Brick NJ 74 Brick Blvd",james.capen@raymondjames.com,,Salesforce
10917209,Inactive Investor,Vedran Nazor,,"Western International Securities, Inc. Massapequa NY Private Residence",,,Salesforce
10929416,Inactive Investor,Shahbaz Sabeti,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10952526,Inactive Investor,Nolan Davis,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10904571,Inactive Investor,James Losey,,"Osaic Wealth, Inc. Westlake Village CA 2629 Townsgate Rd",,,Salesforce
10777714,Inactive Investor,William Smith,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Portland ME 100 Middle St,william.p1.smith@morganstanley.com,,Salesforce
9543637,,evan marks,,,emarks72@gmail.com,,List import
10910282,Inactive Investor,Jonathan Mull,Financial Advisor;Financial Professional,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",jmull@financialguide.com,,Salesforce
11076000,Inactive Investor,Tyler Layne,Senior Client Associate;Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",,,Salesforce
10850054,Inactive Investor,Elizabeth Sawyer,,"Equitable Advisors, LLC Edmond OK 805 E 33rd St",elizabeth.sawyer@equitable.com,,Salesforce
10820361,Inactive Investor,Christopher Macfarlane,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Naples FL 5801 Pelican Bay Blvd",chris.macfarlane@wellsfargoadvisors.com,,Salesforce
10990109,Inactive Investor,Andrew Ferrari,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",andrew.ferrari@equitable.com,,Salesforce
10832801,Inactive Investor,Wayne Burnett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2555 W Chandler Blvd",,,Salesforce
11193938,Inactive Investor,Michael Bradbury,,PFS Investments Inc. Redlands CA 721 Nevada St,,,Salesforce
10876671,Inactive Investor,Christopher Alvarez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anaheim CA 5640 E Santa Ana Canyon Rd",,,Salesforce
10824025,Inactive Investor,Tonia Kaminsky,Principal;Senior Managing Director,"Shufro, Rose & Co., LLC",,,Salesforce
10992438,Inactive Investor,Chen Cheah,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",chenkin.cheah@tfaconnect.com,,Salesforce
9630664,,bao ruian,,,806890080@qq.com,,List import
10688118,,Oke Chukwuebuka,,,ogbaokechukwuebuka@gmail.com,,Web Form Fillout
10914309,Inactive Investor,Michael Hintz,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,michael.hintz@fmr.com,,Salesforce
9576647,,William Bulow,,,bulow3205@gmail.com,,List import
10753958,Inactive Investor,Richard Jackson,,LPL Financial LLC Richmond VA 9100 Arboretum Pkwy,rich.w.jackson@lpl.com,,Salesforce
10907308,Inactive Investor,Jaimie Corcoran,Financial Planner,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",jaimie.corcoran@prudential.com,,Salesforce
11134329,Inactive Investor,Lisette Fernandez,,"Allstate Financial Services, LLC Lutz FL 4935 Van Dyke Rd",lisettefernandez@allstate.com,,Salesforce
10901936,Inactive Investor,Belinda Butler,,"Truist Investment Services, Inc. Greenville NC 514 Greenville Blvd SE",belinda.butler@truist.com,,Salesforce
11015942,Inactive Investor,Jeffrey Cowart,,PFS Investments Inc. Carrollton GA 522 Newnan St,jcowart@primerica.com,,Salesforce
9605262,,Mark Schnell,,,mark.schnell@blackrock.com,,List import
11077383,Inactive Investor,Raul Guerrero,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
10974449,Inactive Investor,Aaron Cruz,,"Independent Financial Group, LLC Ontario CA 3633 Inland Empire Blvd",,,Salesforce
222835,,Darren Hernandez,,[Unknown],adhdeej92@gmail.com,,
10945054,Inactive Investor,Raymond Salcido,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",raymond.salcido@ml.com,,Salesforce
11208640,Inactive Investor,Michael Smith,Financial Professional,PlanMember Securities Corporation Grover Beach CA Private Residence,michael_smith@planmembersec.com,,Salesforce
10905144,Inactive Investor,Chan Kang,Financial Advisor,"Ameriprise Financial Services, LLC Winnetka IL 1 Northfield Plz",chan.h.kang@ampf.com,,Salesforce
10658310,,Robert Lewis,,,rlewis@pmanetwork.com,,List Import
10931716,Inactive Investor,Stephen Santangelo,Chief Compliance Officer;Founder;Owner;President,"Matriarch Wealth Management, LLC",stephen@matriarchwm.com,,Salesforce
11092455,Inactive Investor,Christopher Kramer,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",christopherkramer@financialguide.com,,Salesforce
11115509,Inactive Investor,Priyanka Kanth Singh,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",priyanka.singh@ml.com,,Salesforce
10879270,Inactive Investor,Alyssa Renney,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,alyssa.renney@fidelity.com,,Salesforce
11081382,Inactive Investor,Mark Bulluck,,"Osaic Wealth, Inc. Costa Mesa CA 695 Town Center Dr",,,Salesforce
10821006,Inactive Investor,Megan McNealy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",megan_mcnealy@ml.com,,Salesforce
10890185,Inactive Investor,Amy Tucker,Financial Advisor,Edward Jones Suffolk VA 5501 Bennetts Pasture Rd,amy.tucker@edwardjones.com,,Salesforce
9626673,,FERNANDO ANTONIO FONTANA,,,infoantony04@gmail.com,,List import
9623747,,Jesse Powell,,,jesse@kraken.com,,List import
10820089,Inactive Investor,Malcolm Street,Investment Advisor Representative,"Osaic Wealth, Inc. Greenville SC 25 Woods Lake Rd",,,Salesforce
11135375,Inactive Investor,Craig Riggs,Managing Member;Partner;Vice President,"Riggs Capital Management, LLC Orem UT 584 S State St",,,Salesforce
11012658,Inactive Investor,Brent Tatum,Financial Advisor,Edward Jones Summerville SC 1520 Old Trolley Rd,brent.tatum@edwardjones.com,,Salesforce
10783794,Inactive Investor,Bryan Orris,,Vanguard Marketing Corporation,bryan_orris@vanguard.com,,Salesforce
11209904,Inactive Investor,Lauren Cooper,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 5195 W Woodmill Dr",lauren.x.cooper@ampf.com,,Salesforce
10773800,Inactive Investor,William Salter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",alf_salter@ml.com,,Salesforce
11208724,Inactive Investor,Melissa Mathey,,J.P. Morgan Securities LLC Fresh Meadows NY 18708 Horace Harding Expy,melissa.mathey@jpmorgan.com,,Salesforce
11043304,Inactive Investor,Ken Adams,,Cetera Advisor Networks LLC Fort Mill SC 111 Spratt St,,,Salesforce
10782448,Inactive Investor,Michael Ramsdell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.ramsdell@fidelity.com,,Salesforce
11163062,Inactive Investor,Richard Wilkins,Investment Advisor Representative,ThePARTNERS Wealth Management Ponte Verde Beach FL 848 Mill Stream Rd,,,Salesforce
10768802,Inactive Investor,David Alter,Financial Advisor,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,david_alter@glic.com,,Salesforce
10811589,Inactive Investor,Peter Louviere,,"Avantax Investment Services, Inc. Cut Off LA Private Residence",,,Salesforce
346941,,Devon Cheshire,Vice President,Rubenstein Partners,dcheshire@rubensteinpartners.com,215-563-3558,Manual List Upload
10648410,,Daniel Bergay,,,daniel.bergay@fidelity.com,,List Import
10950506,Inactive Investor,Gayle Forner,,"Centennial Securities Company, Inc.",gayle@centennialsec.com,,Salesforce
10613315,,Paul Goldsmith,"Senior Financial Advisor, Vice President",,paul.goldsmith@ml.com,,List Import
10900327,Inactive Investor,Michael Scattolini,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",michael.scattolini@equitable.com,,Salesforce
11040098,Inactive Investor,Jodie Less,,Morgan Stanley Denver CO 250 Fillmore St,jodie.less@morganstanley.com,,Salesforce
9595600,,Alan Cohn,,,acohn@sagefinancial.com,,List import
11099062,Inactive Investor,John Wiens,Investment Consultant;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.wiens@morganstanley.com,,Salesforce
10803342,Inactive Investor,Michael Kosmak,,Cetera Advisor Networks LLC Hopkins MN 130 Cheshire Ln,kosmakm@ceteranetworks.com,,Salesforce
11099371,Inactive Investor,Kimberly Lewis,,PFS Investments Inc. Houston TX 6200 Savoy Dr,klewis@primerica.com,,Salesforce
11134328,Inactive Investor,Jefferson Rogers,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,jefferson.rogers@morganstanley.com,,Salesforce
9644277,,Kenneth Elliott,,,kennethelliott27@gmail.com,,List import
10888773,Inactive Investor,Staci Schiltz,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",staci.schiltz@nm.com,,Salesforce
10782726,Inactive Investor,Timothy Machenheimer,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,tim.machenheimer@fmr.com,,Salesforce
9543042,,Elizabeth Alper,,,ewalper100@gmail.com,,List import
11104191,Inactive Investor,Neyat Tafere,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11198190,Inactive Investor,Autumn Schultz,Chief Compliance Officer,"RoseCap Investment Advisors, LLC",autumn.schultz@rosecap.com,,Salesforce
11001618,Inactive Investor,Tara Blair,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,tblair@ft.newyorklife.com,,Salesforce
11101531,Inactive Investor,William Mackeeman,Director,"Raymond James & Associates, Inc.",william.mackeeman@raymondjames.com,,Salesforce
10771685,Inactive Investor,Scott Berry,,"Regal Securities, Inc.",sberry@regalsecurities.com,,Salesforce
10760516,Inactive Investor,Philip Howlett,Financial Advisor;Senior Vice President - Investments;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,philip.howlett@ubs.com,,Salesforce
344871,,Sandy Wallis,"Co-Founder, Managing Director","Weathergage Capital, Llc",sandy.wallis@weathergagecapital.com,650-440-3630,Manual List Upload
11203704,Inactive Investor,Jon Munson,Managing Member;Principal,"Montlake Financial Services, LLC",jmunson@montlakefinancial.com,,Salesforce
10944751,Inactive Investor,Janet Ramsey,Advisory Representative;Financial Advisor,LPL Financial LLC Durham NC Private Residence,janet.ramsey@lpl.com,,Salesforce
214837,,Billy Mkhasibe,,[Unknown],partykrushers@gmail.com,,source
11206682,Inactive Investor,Troy Forgette,Financial Advisor,Edward Jones Temperance MI 7319 Lewis Ave,troy.forgette@edwardjones.com,,Salesforce
10826221,Inactive Investor,Kari Williams,,"Raymond James Financial Services, Inc. Waterville OH 1200 Michigan Ave",kari.williams@raymondjames.com,,Salesforce
9550251,,William Graves,,,will@boardmanbay.com,,List import
11017021,Inactive Investor,Elizabeth Cooperstone,,"DriveWealth, LLC",,,Salesforce
11169728,Inactive Investor,Hoyt Spearman,Associate,William Blair New York NY 1166 Avenue of the Americas,hoytspearman@williamblair.com,,Salesforce
10940901,Inactive Investor,Jeffrey Hollifield,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Parrish FL Private Residence",jhollifield@financialguide.com,,Salesforce
4141060,,hakan güneş,,hakan fotoğrafçılık,ha-gunes@yandex.com,05070070775,Web form fillout
11022308,Inactive Investor,Bonnie Harris,,"Voya Financial Advisors, Inc. Raleigh NC 4600 Marriott Dr",blharris@voyafa.com,,Salesforce
9577458,,John Cress,,,jtc88@hotmail.com,,List import
10759797,Inactive Investor,Brian Gates,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",brian.gates@truist.com,,Salesforce
10853462,Inactive Investor,Nathaniel Tilton,Private Wealth Advisor,Commonwealth Financial Network Newburyport MA 10 Inn St,ntilton@commonwealth.com,,Salesforce
10805422,Inactive Investor,Gary Gould,,"Empower Financial Services, Inc Minneapolis MN 7209 Bristol Cir",gary.gould@gwrs.com,,Salesforce
10808237,Inactive Investor,Edward Herring,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Hunt Valley MD 11350 McCormick Rd",edward.l.herring@ampf.com,,Salesforce
11089210,Inactive Investor,Donald Borella,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",donald.borella@prudential.com,,Salesforce
11040245,Inactive Investor,Mark Behrens,Chief Financial Officer;Corporate Secretary;Director,Johnson Wealth Inc. Milwaukee WI 100 E Wisconsin Ave,mbehrens@johnsonfinancialgroup.com,,Salesforce
249285,,Emily Liu,,Standard Chartered bank,emily.liu2@sc.com,,Manual List Upload
10983115,Inactive Investor,Mark Evans,,PFS Investments Inc. Wyoming MI 747 44th St SW,evans.mark@primerica.com,,Salesforce
11136558,Inactive Investor,Robert Allen,Financial Advisor;Financial Planning Specialist,Morgan Stanley Fort Worth TX 201 Main St,craig.allen@morganstanley.com,,Salesforce
10616895,,Paul Jesinskis,,,paul.jesinskis@raymondjames.com,,List Import
11148528,Inactive Investor,Piero Silvestri,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,pvsilvestri@ft.newyorklife.com,,Salesforce
428,,,,,cfaroux01@laposte.net,,
10824396,Inactive Investor,Chris Dumford,Financial Advisor,LPL Financial LLC Westlake Village CA 2801 Townsgate Rd,christopher.dumford@lpl.com,,Salesforce
9637341,,Ilir Sabo,,,test@gmail.com,2034456677,List import
10977531,Inactive Investor,Brian Yost,Managing Director;Senior Wealth Advisor,Alpine Private Wealth,,,Salesforce
9581983,,Russ Andrews,,,randrews@waterfallam.com,,List import
10949486,Inactive Investor,Zachary Lind,,"Cambridge Investment Research, Inc. Kearney NE 29 Camelot Way",,,Salesforce
11071093,Inactive Investor,James Kelble,Financial Advisor,LPL Financial LLC North Reading MA 350 Park St,james.kelble@lpl.com,,Salesforce
10894687,Inactive Investor,Chrystal Goland,Registered Administrative Associate,LPL Financial LLC North Hampton NH 155 Lafayette Rd,chrystal.goland@lpl.com,,Salesforce
11054363,Inactive Investor,Craig Canard,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",craig.canard@wellsfargoadvisors.com,,Salesforce
351565,,Elizabeth Berg,"Vice President, Ignite",Insight Venture Partners,evandenberg@insightpartners.com,212-230-9200,Manual List Upload
10907989,Inactive Investor,Joseph Kendron,,"MML Investors Services, LLC Uniontown OH 3575 Forest Lake Dr",jkendron@financialguide.com,,Salesforce
11060032,Inactive Investor,Michael Raitt,,"Gradient Securities, LLC Plano TX 1800 Preston Park Blvd",mraitt@gradientsecurities.com,,Salesforce
9629585,,Alex Bryant,,,akbryant111@gmail.com,,List import
11054692,Inactive Investor,Patrick Muldary,Regional Vice President,PFS Investments Inc. Auburn WA 2020 A St SE,pmuldary@primerica.com,,Salesforce
11254474,Inactive Investor,Justin Roberts,,"Allstate Financial Services, LLC New Albany MS 115 State Hwy 15 S",,,Salesforce
11233357,Inactive Investor,Carla Greenough,Senior Client Service Associate,"Raymond James & Associates, Inc. Idaho Falls ID 1570 Elk Creek Dr",carla.greenough@raymondjames.com,,Salesforce
11109752,Inactive Investor,Brittany Hendry,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,blhendry@ft.newyorklife.com,,Salesforce
9582064,,Brent Christian,,,bchristian@massmutual.com,,List import
11020021,Inactive Investor,Paul Reyes,,Key Investment Services LLC Norwalk CT 79 New Canaan Ave,paul.reyes@key.com,,Salesforce
338305,,Christopher Lewis,General Partner,Wedge Capital Management Llp,clewis@wedgecapital.com,704-334-6475,Manual List Upload
11130521,Inactive Investor,Brock Bertrand,,"Parkland Securities, LLC Fayetteville AR 133 W Sunbridge Dr",,,Salesforce
9633068,,Josh Miller,,,josh.a.miller@gmail.com,,List import
39401,,Timothy Rennicke,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,timothy.rennicke@thrivent.com,262-432-0817,
11148692,Inactive Investor,Timothy Anema,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",timothy.anema@ml.com,,Salesforce
11219967,,Fazley Rashid,,,fazley.rashid@allworthfinancial.com,,Other
10813197,Inactive Investor,Cynthia Zapp,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",cindy_zapp@ml.com,,Salesforce
226922,, -,,[[Unknown]],eprzywara@comcast.net,,
10817737,Inactive Investor,Michael McDermott,Chief Executive Officer;President,"Kathmere Capital Management, LLC",mmcdermott@kathmere.com,,Salesforce
10820425,Inactive Investor,Gerardo Baltazar,,"Northwestern Mutual Investment Services, LLC Chicago IL 224 N Desplaines St",andres.baltazar@nm.com,,Salesforce
11091896,Inactive Investor,Jeremy Witt,Financial Advisor Associate;Vice President - Investments,J.P. Morgan Securities LLC Covington LA 70430 Hwy 21,jeremy.r.witt@chase.com,,Salesforce
10839666,Inactive Investor,Timothy Stilb,,"Equity Services, Inc. Tucson AZ 6300 E El Dorado Plz",stilb_timothy@nlvmail.com,,Salesforce
10863829,Inactive Investor,Wesley Wheelis,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,blake.wheelis.nt1v@statefarm.com,,Salesforce
10801505,Inactive Investor,Michael Cott,Financial Advisor;First Vice President,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,michael.cott@morganstanley.com,,Salesforce
10950978,Inactive Investor,Clinton Jones,,LPL Financial LLC Fort Worth TX 1300 Summit Ave,clinton.jones@lpl.com,,Salesforce
10902065,Inactive Investor,Matthew Kunnen,Partner;Wealth Manager,JVL Wealth Strategies,matt@jvlwealth.com,,Salesforce
10702297,,Kent Kuss,,,kentkuss7@gmail.com,,Web Form Fillout
74331,,Brigham Barker,,Fidelity Personal and Workplace Advisors,brigham.barker@fmr.com,,
10353853,,Jordan Achilli,,,jordanachilli@gmail.com,,Web form fillout
9551763,,Constantine Leonida,,,ted.leonida@securitiesamerica.com,,List import
9551334,,Andre Szasz,,,andre.szasz@gmail.com,,List import
10844969,Inactive Investor,Robert Seiler,Financial Advisor;Vice President,Brookstone Capital Management LLC Allentown PA 4949 Liberty Ln,,,Salesforce
9570222,,William DeRosa,,,billd@anthemasset.com,,List import
197806,,Ryan Wilday,,[[Unknown]],ryan.wilday@gmail.com,,Organic Search
4748683,,Jeffrey Howard,,,jeffreyhoward1119@gmail.com,,Web Form Fillout
11078838,Inactive Investor,Don Giovanello,,"Raymond James Financial Services, Inc. Morristown NJ 130 Washington St",don.giovanello@raymondjames.com,,Salesforce
11093863,Inactive Investor,Guy Sobierajski,,LPL Financial LLC,guy.sobierajski@lpl.com,,Salesforce
10620049,,Rob Borowy,,,rborowy@greatbanctrust.com,,List Import
9614461,,Ahak Gah,,,miraclepositive1990@gmail.com,,List import
10956176,Inactive Investor,Diana Apostolova,Chief Compliance Officer;Investment Consultant;President,Rochester Investments,dsa@rochesterinvestments.com,,Salesforce
10780600,Inactive Investor,Carmen Casale,Financial Advisor;Vice President,Citigroup Global Markets Inc. Ridgewood NJ 28 E Ridgewood Ave,carmen.casale@citigroup.com,,Salesforce
119892,,Jacob Hermans,Client Advisor,"SunTrust Advisory Services, Inc.",jake.hermans@suntrust.com,843-579-4894,
9552009,,Jay Harrison,,,creston2db@gmail.com,,List import
245663,,Anup Varkey,Chief Growth Officer,Velox Clearing LLC,avarkey@velox-global.com,949 3524704,Manual List Upload
11028118,Inactive Investor,David Thomas,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",david.k.thomas@prudential.com,,Salesforce
11080304,Inactive Investor,Suzanne Desent,,PFS Investments Inc. Johnston RI 1404 Atwood Ave,suzanne.desent@primerica.com,,Salesforce
11031612,Inactive Investor,Philip Vitalbo,,"Ameritas Investment Company, LLC Indiana PA 1730 Philadelphia St",philip.vitalbo@ameritas.com,,Salesforce
10896677,Inactive Investor,David Perigo,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,dperigo@rwbaird.com,,Salesforce
9599724,,Jennifer Carlson,,,jennifer.carlson@gouldcapital.net,,List import
10982663,Inactive Investor,Brian Kowalski,,"MML Investors Services, LLC",bkowalski@massmutual.com,,Salesforce
10964031,Inactive Investor,Daniel Blake,Chief Operating Officer;Director;Principal,"Resonant Capital Advisors, LLC",dblake@resonantcapital.com,,Salesforce
10840596,Inactive Investor,James Mcbrayer,,"Bessemer Investor Services, Inc. Stuart FL 1002 SE Monterey Commons Blvd",,,Salesforce
10925381,Inactive Investor,Scott Wetherbee,,Cetera Advisor Networks LLC Doylestown PA 215 Farm Ln,,,Salesforce
9611580,,Alex Nascimento,,,assistant@7ccinvest.com,,List import
11022697,Inactive Investor,Maurice Carr,Financial Advisor,Edward Jones Gretna LA 401 Whitney Ave,mo.carr@edwardjones.com,,Salesforce
10967174,Inactive Investor,Dae Young,,J.P. Morgan Securities LLC Hazlet NJ 2983 State Rte 35,john.x.young@chase.com,,Salesforce
10827500,Inactive Investor,Tina Zemba,,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,tina.zemba@ubs.com,,Salesforce
10756570,Inactive Investor,Jie Zhang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jelena.zhang@ml.com,,Salesforce
9634915,,Thomas Livingston,,,tlivingston@hallidayfinancial.com,,List import
9588323,,? ?,,,guwei0809@gmail.com,,List import
11237999,Inactive Investor,Caleb Demoss,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",cdemoss@performancetrust.com,,Salesforce
10797961,Inactive Investor,Andrew Mullins,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",andy.mullins@nm.com,,Salesforce
10921810,Inactive Investor,Shannon Rohrbach,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9621678,,Mica Caruso,,,fortydelore@gmail.com,,List import
10767018,Inactive Investor,David Gaynes,Financial Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,david.gaynes@lpl.com,,Salesforce
10839730,Inactive Investor,Amelia Samuel,Director - Corporate Compliance,"Pruco Securities, LLC. Newark NJ 213 Washington St",amelia.samuel@prudential.com,,Salesforce
9588308,,Jase Johnson,,,johnson.jase@principal.com,,List import
11110190,Inactive Investor,Ralph Horn,,Aston Capital Management,,,Salesforce
11076458,Inactive Investor,Nicholas Beauvais,Investment Advisory Consultant,"Osaic Wealth, Inc.",,,Salesforce
11029417,Inactive Investor,Craig Thompson,,Cetera Advisor Networks LLC New York NY 1430 Broadway,,,Salesforce
11196994,Inactive Investor,Christopher Karschnik,,Lincoln Investment San Marcos TX 2200 Old Ranch Road 12,ckarschnik@lincolninvestment.com,,Salesforce
10806526,Inactive Investor,Jeremy Kober,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",jeremy.kober@ml.com,,Salesforce
9554166,,Evan Parke,,,espbuy@gmail.com,,List import
9633384,,Brandon Morgan,,,brandon.morgan2177@gmail.com,,List import
10988350,Inactive Investor,Torrec Hawkins,Private Client Advisor;Vice President,J.P. Morgan Securities LLC The Villages FL 2335 Parr Dr,rick.t.hawkins@jpmorgan.com,,Salesforce
11145402,Inactive Investor,Amy France,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Newport TN 301 E Main St",amy.france@usbank.com,,Salesforce
10784075,Inactive Investor,Jamie Duval,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Management Director;Senior Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,jamie.blanchard@morganstanley.com,,Salesforce
10992664,Inactive Investor,Jacqueline James,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11219480,,Bruce Garrison,,,bgarrison@chiltoncapital.com,,Other
10815063,Inactive Investor,Michael Sendowski,Principal,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",michael.sendowski@equitable.com,,Salesforce
9602419,,Scott Leavitt,,,scottleavittnj@gmail.com,,List import
10799023,Inactive Investor,Penny Galloway,,PFS Investments Inc. Costa Mesa CA 2980 Mcclintock Way,penny.galloway@primerica.com,,Salesforce
346151,,Robert Thomas,"CEO, Advisory Board Member","Great Point Partners, Llc",rthomas@gppfunds.com,203-971-3300,Manual List Upload
9644100,,urso long,,,zhang.long@hashlong.com,,List import
11229501,Inactive Investor,Danielle Bradstreet,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",danielle.bradstreet@nm.com,,Salesforce
11067777,Inactive Investor,Shirin Khorsandian-Smith,,State Farm VP Management Corp. Wesley Chapel FL 5833 Argerian Dr,shirin.khorsandian.lb2u@statefarm.com,,Salesforce
11035378,Inactive Investor,Jeff Vail,,"Wells Fargo Clearing Services, LLC Winston-Salem NC 100 N Main St",,,Salesforce
10995008,Inactive Investor,Frances Abrevaya,Private Client Banker,J.P. Morgan Securities LLC Scott Depot WV 210 Great Teays Blvd,frances.abrevaya@jpmorgan.com,,Salesforce
10761674,Inactive Investor,Ray Doxey,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",raymond_doxey@ml.com,,Salesforce
11081211,Inactive Investor,Kristie Elstrom,,"Bankers Life Securities, Inc.",,,Salesforce
11121783,Inactive Investor,Kimberly Nguyen,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11147701,Inactive Investor,Ryan Myers,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,ryan.myers@fidelity.com,,Salesforce
11030157,Inactive Investor,Matthew McCarter,,"Regulus Financial Group, LLC Exton PA 120 Arrandale Blvd",,,Salesforce
11177572,Inactive Investor,Michael Fantasia,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael.fantasia@bofa.com,,Salesforce
346068,,Deborah George,Chief Compliance Officer,Beacon Financial Advisory Llc,dgeorge@beaconplanners.com,216-910-1850,Manual List Upload
11255098,Inactive Investor,Charles Leedy,Chief Investment Officer;Founder;Investment Advisor,Hunter Street Investment Advisors LLC,cleedy@hsiadvisors.net,,Salesforce
10891173,Inactive Investor,Jenna Myrick,,"Wells Fargo Clearing Services, LLC Macon GA 1425 Bass Rd",,,Salesforce
9607323,,Michael Baittinger,,,mike.baittinger@andesafm.com,,List import
10604237,,Nicholas Fitzgerald,Portfolio Manager,"Moody, Lynn, Lieberson & Walker, LLC",nfitzgerald@moodylynn.com,617-973-0590,List Import
10981743,Inactive Investor,Ward Johnson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10997112,Inactive Investor,Anna Hilditch,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
11010444,Inactive Investor,Ilene Fairchild,,Newbridge Securities Corporation,ifairchild@newbridgesecurities.com,,Salesforce
9617042,,Shyam Joshi,,,99shyamjoshi@gmail.com,,List import
11210543,Inactive Investor,Megan Young,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,megan.young@gs.com,,Salesforce
10812922,Inactive Investor,Stephen Nohowel,,"Capitol Securities Management, Inc. Reston VA 12100 Sunset Hills Rd",snohowel@capitolsecurities.com,,Salesforce
11173535,Inactive Investor,Randall Robichaud,Financial Advisor,Edward Jones Mukilteo WA 11601 Harbour Pointe Blvd,randy.robichaud@edwardjones.com,,Salesforce
10803422,Inactive Investor,Suzette McIntyre,Financial Advisor,Edward Jones Lexington NC 223 S Main St,suzette.mcintyre@edwardjones.com,,Salesforce
9548103,,Sherrill Bambauer,,,sbambauer@sagepointadvisor.com,,List import
9617274,,Robert McDonald,,,nevothelegend@gmail.com,,List import
10965167,Inactive Investor,Jacob Bugica,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",bugica.jacob@principal.com,,Salesforce
10811876,Inactive Investor,Jeffrey Cole,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wilmington NC 1985 Eastwood Rd,jeffrey.cole@ubs.com,,Salesforce
9590607,,Valerie Araujo,,,varaujo@mmpc-cpa.com,,List import
10864146,Inactive Investor,Mitchell Sands,Advisor;Founding Partner;Lead Advisor,"Catalyst Private Wealth, LLC San Francisco CA 455 Market St",mitch@catalystprivatewealth.com,,Salesforce
11029259,Inactive Investor,Christian Gallagher,,"U.S. Bancorp Investments, Inc. Johnstown CO 4949 Larimer Pkwy",,,Salesforce
10971799,Inactive Investor,Brandi Cahill,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9631433,,Karim Ghatas,,,karimghatas@videotron.ca,,List import
373966,,Nina Nisbet,,[Unknown],wecarecorp9@gmail.com,,source
11053874,Inactive Investor,Christopher Koufos,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11165368,Inactive Investor,Nancy Fain,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,nfain@primerica.com,,Salesforce
11068300,Inactive Investor,Robert Sall,,"Equitable Advisors, LLC Toluca Lake CA Private Residence",robert.sall@equitable.com,,Salesforce
234614,, -,,[[Unknown]],inspirenow77@gmail.com,,
11137791,Inactive Investor,Yiwei Li,,J.P. Morgan Securities LLC Marina del Rey CA 4676 Admiralty Way,yiwei.li@jpmorgan.com,,Salesforce
11158643,Inactive Investor,Cathy Jackson-Gent,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,Global Investment Company,cathy@globalinvestmentco.net,,Salesforce
9647540,,Cuneyt U?uro?lu,,,cuguroglu@yahoo.com,,List import
9581406,,Ajay Salhotra,,,ajay.salhotra@pdtpartners.com,,List import
10617006,,Patricia Paulik,,,patricia.paulik@lpl.com,,List Import
10926801,Inactive Investor,Charles Dahlgren,Financial Professional;Sales Assistant,"Equitable Advisors, LLC Oklahoma City OK 4801 Gaillardia Pkwy",charles.dahlgren@equitable.com,,Salesforce
10857382,Inactive Investor,Ronda Faggart,Financial Advisor,Edward Jones High Point NC 3750 Admiral Dr,ronda.faggart@edwardjones.com,,Salesforce
10924980,Inactive Investor,Thomas Wagner,Senior Wealth Advisor;Wealth Management Advisor,"Alera Investment Advisors, LLC Downers Grove IL 1901 Butterfield Rd",thomas.wagner@aleragroup.com,,Salesforce
9643649,,Amanda Smith,,,amanda.smith0022@outlook.com,,List import
11037133,Inactive Investor,Jessica Ramirez Leon,,J.P. Morgan Securities LLC La Verne CA 2086 Foothill Blvd,jessica.ramirez-leon@jpmorgan.com,,Salesforce
11059873,Inactive Investor,Sean Clark,,"Royal Fund Management, LLC Wilmington NC 321 N Front St",,,Salesforce
10825081,Inactive Investor,Sean Dudley,Financial Advisor,Edward Jones Winchester VA 1705 Amherst St,sean.dudley@edwardjones.com,,Salesforce
11206244,Inactive Investor,Vincent Lane,,PFS Investments Inc. Chicago IL 10540 S Western Ave,vincent.lane@primerica.com,,Salesforce
11144840,Inactive Investor,David Vanyo,,Edward Jones Grand Forks ND 4700 S Washington St,dave.vanyo@edwardjones.com,,Salesforce
9588905,,Igor Tiguy,,,iggytventures@gmail.com,,List import
10804784,Inactive Investor,Robert Lore,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bridgewater NJ 610 Commons Way",robert.lore@schwab.com,,Salesforce
11207527,Inactive Investor,Zachary Doxtater,Financial Advisor,LPL Financial LLC Stanwood MI 24 Jefferson St W,zachary.doxtater@lpl.com,,Salesforce
11111354,Inactive Investor,Robert Botschka,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",robert.botschka@53.com,,Salesforce
9560777,,Matt Brawley,,,matt.page.brawley@googlemail.com,,List import
11216926,,Darren Carter,,,darren.carter@nb.com,,Other
10837737,Inactive Investor,Kent Johansson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,kent.johansson@ubs.com,,Salesforce
10764911,Inactive Investor,John Gamblin,Senior Vice President;Wealth Advisor,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",john.gamblin@wellsfargoadvisors.com,,Salesforce
11072993,Inactive Investor,Yamilex Jimenez Ojeda,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,yamilex.jimenez-ojeda@jpmorgan.com,,Salesforce
10788030,Inactive Investor,James Halsey,,"Allstate Financial Services, LLC Englewood OH 119 N Main St",a098698@allstate.com,,Salesforce
10983600,Inactive Investor,Gary Aiken,Chief Investment Officer,Concord Wealth Partners,,,Salesforce
11149128,Inactive Investor,Jamie Wannamaker,Personal Financial Advisor,Edward Jones Melbourne FL 7370 Cabot Ct,jamie.wannamaker@edwardjones.com,,Salesforce
10827883,Inactive Investor,Daniel Murphy,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11091642,Inactive Investor,Sergii Olkhovskyi,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",,,Salesforce
11199878,Inactive Investor,Linde Carroll,Chief Compliance Officer;Financial Planner;Investment Consultant;Managing Member;Shareholder,Sustainable Wealth Management,linde@sustainablewealthmgt.com,,Salesforce
11125142,Inactive Investor,Ronald Thakur,Premier Banker,"Wells Fargo Clearing Services, LLC Salem OR 580 State St",,,Salesforce
10838612,Inactive Investor,David Patton,,"Raymond James Financial Services, Inc. Maumee OH 1745 Indian Wood Cir",david.patton@raymondjames.com,,Salesforce
11067116,Inactive Investor,Hollie Vanek,,"Farmers Financial Solutions, LLC Salem OR 3295 Triangle Dr SE",,,Salesforce
9577989,,Penka Pol,,,penkapol@protonmail.com,,List import
10702555,,Oleg Druga,,,oleginod@gmail.com,,Web Form Fillout
9643785,,Stephen Roland,,,sroland342@gmail.com,,List import
204610,,lev akhnazarov,,[Unknown],levakhnazarov@gmail.com,,Paid Social
9625513,,Janine Santaromita,,,jcolon196@yahoo.com,,List import
10618513,,Frank Oddo,,,frank.oddo@ubs.com,,List Import
9567401,,Alex Wan,,,cuke@live.com,,List import
11155311,Inactive Investor,Mark Dickens,Senior Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11141430,Inactive Investor,Ashley Agee-Rose,,PFS Investments Inc. Grapevine TX 124 W State Hwy 114,aagee-rose@primerica.com,,Salesforce
10936639,Inactive Investor,William Gebhardt,,UBS Financial Services Inc. Boston MA 1 Post Ofc Sq,,,Salesforce
9624943,,Judah Chakoff,,,ychakoff@gmail.com,,List import
10879303,Inactive Investor,Sarah Ma,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sarah.ma@jpmorgan.com,,Salesforce
11086890,Inactive Investor,Treacy Krisztinicz,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11140279,Inactive Investor,Douglas Jones,,Oppenheimer & Co. Inc. Minneapolis MN 100 S 5th St,,,Salesforce
11061657,Inactive Investor,Ryan Dansby,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,ryan.dansby@ubs.com,,Salesforce
10893003,Inactive Investor,Marlene Hubert,,Morgan Stanley,,,Salesforce
373758,,Randy Tapper,,[Unknown],randy.tapper@gmail.com,,source
11096751,Inactive Investor,Kisa Konrad,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,kisa.konrad@fmr.com,,Salesforce
9584851,,Berry SilSucksBalks,,,fuck@you.com,,List import
11097236,Inactive Investor,Jenna Hebing,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11012511,Inactive Investor,Eric Zarmanian,,PFS Investments Inc. Wilmington DE 2055 Limestone Rd,ezarmanian@primerica.com,,Salesforce
11168837,Inactive Investor,Terrance Ostrander,,"Calton & Associates, Inc. Manitowoc WI 540 N 8th St",tostrander@calton.com,,Salesforce
10841260,Inactive Investor,Brenton Haupt,Financial Advisor;Financial Advisor Associate,Janney Montgomery Scott LLC Reading PA 645 Penn St,bhaupt@janney.com,,Salesforce
10752353,Inactive Investor,William Maar,Wealth Advisor,Thrivent Investment Management Inc. Valparaiso IN 331 W 806 N,bill.maar@thrivent.com,,Salesforce
10904885,Inactive Investor,Morgan Ruby,Financial Advisor,Edward Jones Scottsdale AZ 14354 N Frank Lloyd Wright Blvd,morgan.ruby@edwardjones.com,,Salesforce
103675,,Vincent Thulare,Sales and Manager,FNB,vincentthulare@yahoo.co.za,,
10871453,Inactive Investor,Colton Sparks,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,colton.sparks@fmr.com,,Salesforce
11189744,Inactive Investor,Nicholas Norris,,"Allstate Financial Services, LLC Lansing MI 6540 Millennium",nicholasnorris@allstate.com,,Salesforce
10801218,Inactive Investor,Randall Rosenberg,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,randall.rosenberg@morganstanley.com,,Salesforce
11144202,Inactive Investor,James Parks,,PFS Investments Inc. Louisville KY 350 Evergreen Rd,james.parks@primerica.com,,Salesforce
9556521,,Michael Bricker,,,mbricker@gwnsecurities.com,,List import
9544896,,Kristin Chambers,,,kchambers25@gmail.com,,List import
9558931,,Philip Grimm,,,pgrimm@sigmarep.com,,List import
11170039,Inactive Investor,Ann-Marie Cudzilo,,"First Command Brokerage Services, Inc. Oak Brook IL 1900 Spring Rd",abcudzilo@firstcommand.com,,Salesforce
11163870,Inactive Investor,Tweed Bogache,Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,pendleton.bogache@morganstanleypwm.com,,Salesforce
9564876,,Bart Conner,,,conner.bart@principal.com,,List import
10753292,Inactive Investor,David Lennon,Financial Advisor,"Forum Financial Management, LP",dlennon@forumfinancial.com,,Salesforce
11037037,Inactive Investor,Brian Mulvaney,,"U.S. Bancorp Investments, Inc. Newport Beach CA 4100 Newport Place Dr",,,Salesforce
10797246,Inactive Investor,Randolph Davis,Regional Vice President;Senior Vice President,PFS Investments Inc. Plainfield IN 2680 E Main St,randolph.davis@primerica.com,,Salesforce
11096134,Inactive Investor,Stephen Kasher,,"Independent Financial Group, LLC Schaumburg IL 1375 E Woodfield Rd",skasher@ifgrr.com,,Salesforce
11174115,Inactive Investor,Roger Deets,Chief Executive Officer;Regulatory Contact,Advisors Management Group Inc,,,Salesforce
11057123,Inactive Investor,Yewon Do,,Goldman Sachs & Co.,,,Salesforce
10646014,,Monica Rainey,,,monica.b.rainey@chase.com,,List Import
10805024,Inactive Investor,Matthew Miller,Chief Financial Officer;Partner,"Armor Investment Advisors, LLC",mmiller@armorinvestmentadvisors.com,,Salesforce
11212068,Inactive Investor,Anna Osborne,,"W&S Brokerage Services, Inc. Miamisburg OH 2 Prestige Pl",anna.osborne@wslife.com,,Salesforce
225345,,Jon Henshue,,Johnson Financial Group,jhenshue@johnsonfinancialgroup.com,(414) 270-2255,Organic Search
11208833,Inactive Investor,Lauren Locker,Managing Member;Owner;Regulatory Contact,"Locker Financial Services, LLC",lauren@lockerfinancial.com,,Salesforce
11193238,Inactive Investor,Matthew Hickman,,PFS Investments Inc. Knoxville TN 6500 Papermill Dr,mhickman@primerica.com,,Salesforce
9634,,Rajan Kohli,,United States,rajan.kohli@aol.com,,
9641024,,Fred Lusan,,,freddyzplace@gmail.com,,List import
9581732,,Margaret Boyle,,,mmb@cpa4dds.com,,List import
10779751,Inactive Investor,Linda Brightman,Senior Client Associate,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",linda.brightman@wellsfargoadvisors.com,,Salesforce
10935036,Inactive Investor,Robert Thomas,Financial Advisor,GWN Securities Inc.,rthomas@gwnsecurities.com,,Salesforce
10907289,Inactive Investor,Jamie Peterson,,"Saybrus Equity Services, LLC Southington CT Private Residence",jhollway@saybruspartners.com,,Salesforce
10939030,Inactive Investor,Frank Kunker,Investment Advisor,LPL Financial LLC Albany NY 1832 Western Ave,frank.kunker@lpl.com,,Salesforce
10880339,Inactive Investor,Mark Avallone,,Commonwealth Financial Network Rockville MD 15245 Shady Grove Rd,mavallone@commonwealth.com,,Salesforce
11123697,Inactive Investor,David Pulliam,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",david_pulliam@ml.com,,Salesforce
11150257,Inactive Investor,Henry Strayer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11221723,,Shea McCabe,,,shea.mccabe@bernstein.com,,List Import
11221645,,Ellie Killian,,,elliek@efsadvisors.com,,List Import
10846610,Inactive Investor,Justin Hunter,Premier Banker,"Wells Fargo Clearing Services, LLC Hayden ID 204 W Hayden Ave",justin.hunter@wellsfargoadvisors.com,,Salesforce
11068859,Inactive Investor,Robert Burris,Financial Advisor,Edward Jones Austin TX 11215 S Interstate 35,bobby.burris@edwardjones.com,,Salesforce
10833932,Inactive Investor,Chad Troxclair,Financial Advisor,LPL Financial LLC Ponchatoula LA Private Residence,chad.troxclair@lpl.com,,Salesforce
10999710,Inactive Investor,Chris Howell,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",,,Salesforce
10984167,Inactive Investor,Trevor Pickett,,"Raymond James Financial Services, Inc. Webster TX 711 W Bay Area Blvd",trevor.pickett@raymondjames.com,,Salesforce
11261284,Inactive Investor,Madison Blalock,Associate Wealth Advisor,Greenwood Gearhart Inc.,mblalock@greenwoodgearhart.com,,Salesforce
10914051,Inactive Investor,Alyse Ehrmantrout,Financial Advisor,Edward Jones Sandpoint ID 1305 Hwy 2,alyse.ehrmantrout@edwardjones.com,,Salesforce
9630506,,Fff Zzzz,,,dfgh@gmx.de,,List import
10793469,Inactive Investor,David Spence,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.spence@fidelity.com,,Salesforce
158456,,Monika Proffitt,,[Unknown],monikaproffitt@me.com,,Email
11229497,Inactive Investor,Shawn Murphy,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",shawn.murphy@nm.com,,Salesforce
10790936,Inactive Investor,Jeff Warren,Member,Mercury Investment Group,,,Salesforce
11039420,Inactive Investor,Abdiel Rivas,,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
10834673,Inactive Investor,William Roberts,Financial Advisor,"Ameriprise Financial Services, LLC Hinsdale IL 15 Spinning Wheel Rd",william.roberts@ampf.com,,Salesforce
10784825,Inactive Investor,Eric Koller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 100 W Old Wilson Bridge Rd",eric.j.koller@ampf.com,,Salesforce
10997198,Inactive Investor,Evan Pie,,William Blair New York NY 1166 Avenue of the Americas,epie@williamblair.com,,Salesforce
9622021,,Kashif Raza,,,kashifsolan@gmail.com,,List import
211343,,Brian Benko,Associate,Targeted Victory,bbenko@targetedvictory.com,,Content
11049259,Inactive Investor,Aaron Moulton,Branch Manager;Managing Director,"Wells Fargo Advisors Financial Network, LLC Issaquah WA 1180 NW Maple St",aaron.moulton@wellsfargoadvisors.com,,Salesforce
10796995,Inactive Investor,Steven Urban,Chief Compliance Officer;Owner;President,Urban Financial Advisory Corporation Evanston IL 1601 Sherman Ave,surban@ufinadv.com,,Salesforce
11036120,Inactive Investor,Julie Hankes,Financial Advisor,LPL Financial LLC Downers Grove IL 3000 Woodcreek Dr,julie.hankes@lpl.com,,Salesforce
9586246,,Jeffrey Moore,,,j.moore@fi.com,,List import
11111094,Inactive Investor,Richa Garg,,J.P. Morgan Securities LLC Sugar Land TX 4997 Sweetwater Blvd,richa.garg@jpmorgan.com,,Salesforce
11128410,Inactive Investor,Sally Perkins,,"Parkland Securities, LLC Rainier OR Private Residence",,,Salesforce
11073033,Inactive Investor,McKay Burg,Comprehensive Wealth Planner;Registered Client Associate,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,mburg@dadco.com,,Salesforce
11127901,Inactive Investor,Robin Gibbons,Financial Advisor,"Citizens Securities, Inc. East Providence RI 622 Taunton Ave",robin.gibbons@citizenssecurities.com,,Salesforce
11077741,Inactive Investor,Gregory Mabee,Financial Advisor,Edward Jones Cumberland MD 917 Seton Dr,greg.mabee@edwardjones.com,,Salesforce
10993086,Inactive Investor,Robert Hobson,,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
11174696,Inactive Investor,Brendan Summary,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",brendan.summary@schwab.com,,Salesforce
11118219,Inactive Investor,Kevin Moore,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",kevin.moore@ml.com,,Salesforce
10996465,Inactive Investor,John Hoffman,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10487836,,Bill Callis,"Financial Advisor, Managing Director","Raymond James Financial Services Advisors, Inc",callis@raymondjames.com,,List Import
11138087,Inactive Investor,Gregory Smith,Consumer Investments Market Leader;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 1211 Murfreesboro Rd",,,Salesforce
10613784,,Edward Jefferys,"Financial Advisor, First Vice President, Investment Officer",,ed.jefferys@wellsfargoadvisors.com,,List Import
9551271,,Frederick Miller,,,fmiller@seia.com,,List import
10863250,Inactive Investor,Dustin Padgett,Chief Compliance Officer;Divisional President;Wealth Manager,Big Sioux Wealth Management,dustin@bigsiouxwealth.com,,Salesforce
10846311,Inactive Investor,Timothy McClurg,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 941 Glenwood Station Ln",tim.mcclurg@ampf.com,,Salesforce
10806926,Inactive Investor,Robert Roy,,"Pruco Securities, LLC. Brewster MA Private Residence",robert.roy@prudential.com,,Salesforce
11132462,Inactive Investor,Daniel Braverman,Chief Compliance Officer;Chief Operating Officer,Steven Charles Capital Ltd,,,Salesforce
10966033,Inactive Investor,James Kelley,,"TIAA-CREF Individual & Institutional Services, LLC Canton GA Private Residence",james.kelley@tiaa.org,,Salesforce
11197366,Inactive Investor,Julie Thai,,"MML Investors Services, LLC San Jose CA 2150 N 1st St",jthai@financialguide.com,,Salesforce
61731,,Aaron Kim,Financial Professional,"Voya Financial Advisors, Inc.",aaron.kim@voyafa.com,630-245-4031,
11021588,Inactive Investor,Brandon Allred,,"Osaic Institutions, Inc. Byron Center MI 2261 84th St SW",,,Salesforce
11118943,Inactive Investor,Amonda Gayle,,J.P. Morgan Securities LLC Bedford NY 420 Old Post Rd,,,Salesforce
10990999,Inactive Investor,Tian Weng,,"Globalink Securities, Inc. Fremont CA 3340 Walnut Ave",tian.weng@globalinkusa.com,,Salesforce
11151832,Inactive Investor,Margaret Jabbour,,Southstate|DuncanWilliams Securities Corp.,margaret.jabbour@duncanw.com,,Salesforce
180374,,lee hyunjin,,[Unknown],jinhost1@naver.com,,Organic Search
11233466,Inactive Investor,Parth Parikh,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",,,Salesforce
10803156,Inactive Investor,Betty Andrews,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,betty.andrews@lpl.com,,Salesforce
236682,,??? -,,ê¹€ì—°ì¤€ [[Unknown]],yaho115@naver.com,,
9566962,,Max Kasanda,,,max.kasanda@ms.com,,List import
10913954,Inactive Investor,Jaime Barretta,Financial Advisor,LPL Financial LLC Folsom CA 63 Natoma St,jaime.barretta@lpl.com,,Salesforce
9597579,,Julie Cummings,,,jcummings@bkd.com,,List import
338953,,Mike Smith,Executive Vice President,Stephens,mrsmithsr@stephens.com,501-377-2000,Manual List Upload
95783,,Don McClatchy,Executive Director,"UBS Asset Management (Americas), Inc.",don.mcclatchy@ubs.com,1-312-525-7100,Database Upload
9588508,,Ronald Metcalf,,,ron.metcalf@voya.com,,List import
4839203,,William Porter,,,wporter4@gmail.com,4136585254,Web Form Fillout
4957451,,tuk key,,,jowesi9356@corylan.com,,Web Form Fillout
98893,,Daniel Tilton,"President, CEO",Tilton Asset Management,dtilton@tiltonasset.com,781-373-2244,Manual List Upload
10487127,,William Gilbert,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",cameron.gilbert@ml.com,,List Import
11099599,Inactive Investor,Johnathan Brocker,Chief Compliance Officer;Chief Information Officer;Chief Investment Officer,Legacy Wealth,john.brocker@legacywealthwisdom.com,,Salesforce
9599164,,Scott Smith,,,scott@pacwealthmgmt.com,,List import
1003922,Inactive Investor,Riley Kinser,,Riley Kinser,rileywkinser@gmail.com,5419742817,
10763958,Inactive Investor,Timothy Malz,Financial Advisor,Edward Jones Park Ridge IL 416 W Talcott Rd,tim.malz@edwardjones.com,,Salesforce
9594161,,Erik Blumenkranz,,,erik.blumenkranz@gmail.com,,List import
10831023,Inactive Investor,Gary Bouch,Financial Advisor;Partner,Oxinas Partners Wealth Management,gbouch@oxinaspartners.com,,Salesforce
11153657,Inactive Investor,Steven Theising,,Cetera Advisor Networks LLC Evansville IN 101 Plaza East Blvd,,,Salesforce
11047860,Inactive Investor,Brett Levy,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",brett.levy@wellsfargoadvisors.com,,Salesforce
9613320,,Cristina Baldim,,,cristina@kawa.com,,List import
11103888,Inactive Investor,Walter Ebner,Chief Compliance Officer;Founder;Manager,Echo Prudent Capital LLC,,,Salesforce
228249,, -,,[[Unknown]],mgammon421@live.com,,Direct
10880725,Inactive Investor,Nicholas Selca,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Troy MI 987 Wilshire Dr",nicholas.selca@schwab.com,,Salesforce
9617713,,Jason Yeung,,,jason.yeung@morganstanley.com,,List import
10946973,Inactive Investor,Brett Dipasquale,Financial Planner,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
11019611,Inactive Investor,Donald Harris,Shareholder;Vice President,Beaird Harris Dallas TX 12221 Merit Dr,donh@bh-co.com,,Salesforce
10820772,Inactive Investor,Bryan Hostnick,Paraplanner;Portfolio Manager,"Ameriprise Financial Services, LLC Clearwater FL 2500 NE Coachman Rd",,,Salesforce
10834395,Inactive Investor,Brady McIntyre,Financial Advisor,SCS,brady.mcintyre@northwestscs.com,,Salesforce
11183952,Inactive Investor,Craig Brooks,Chief Compliance Officer;Managing Director,"Spielberger & Brooks, Inc.",craig@thespielbergergroup.com,,Salesforce
10968384,Inactive Investor,Reece Eddy,Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",reece.eddy@equitable.com,,Salesforce
10992543,Inactive Investor,Daniel Simpson,,"Pruco Securities, LLC. Wilmington NC 1602 Harbour Dr",daniel.g.simpson@prudential.com,,Salesforce
322229,,Matthew Russell,"Assistant General Counsel, Chief Compliance Officer","Ferris Capital, LLC",mrussell@ferris-capital.com,508-281-5200,
7432283,,Abdul Jabbar Rubel,,,abduljabbar3551583@gmail.com,,Web Form Fillout
11081518,Inactive Investor,Jonathan Garza,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,jonathan.garza@fidelity.com,,Salesforce
11139474,Inactive Investor,Kevin Peterson,Financial Advisor,"Ameriprise Financial Services, LLC Baxter MN 7658 Design Rd",kevin.peterson@ampf.com,,Salesforce
10970178,Inactive Investor,Jacob Boucher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jacob.boucher@fmr.com,,Salesforce
11098646,Inactive Investor,James Fogarty,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portsmouth NH 40 Congress St,james.fogarty@ubs.com,,Salesforce
10826444,Inactive Investor,Christopher Hodges,Financial Advisor,LPL Financial LLC Lebanon TN 1032 W Main St,christopher.hodges@lpl.com,,Salesforce
9593308,,Baborza Waiter,,,baborza@yahoo.com,,List import
10842289,Inactive Investor,David Wells,Chief Compliance Officer;Managing Member;President,"Wells Financial Management, LLC",davidwells@wellsfm.com,,Salesforce
10487537,,Kole Bosworth,"Complex Risk Officer, Vice President",Morgan Stanley,kole.bosworth@morganstanley.com,,List Import
10925499,Inactive Investor,Francisco Linares,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,francisco.linares@morganstanley.com,,Salesforce
10859835,Inactive Investor,Kathryn Hite,Financial Advisor,"AllGen Financial Advisors, Inc.",hite@allgenfinancial.com,,Salesforce
11205305,Inactive Investor,David Wagner,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",davidwagner@ml.com,,Salesforce
71217,,Eugene Joly,,Retired,genejoly@gmail.com,2132594577,Organic Search
1132245,,AL? RIZA ÇO?KUN,,[Unknown],aliriza2440@gmail.com,,
11058558,Inactive Investor,Mathew Harrington,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",maharrington@ampf.com,,Salesforce
10895930,Inactive Investor,Kevin Anderson,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
10767808,Inactive Investor,Mark Carlson,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",mark_carlson@ml.com,,Salesforce
10870754,Inactive Investor,Anothip Zimmerman,Senior Vice President,"Raymond James & Associates, Inc. Vienna VA 1850 Towers Crescent Plz",thip.zimmerman@raymondjames.com,,Salesforce
10816632,Inactive Investor,Adina Flynn,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 1400 NW Irving St",adina.r.flynn@ampf.com,,Salesforce
10753703,Inactive Investor,Christopher Knutson,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,cknutson@aegiscap.com,,Salesforce
10994182,Inactive Investor,Christopher Greywoode,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
205737,,Matthew Giess,,[Unknown],matthew_giess@hotmail.com,,
10992752,Inactive Investor,Matthew Dickson,Associate Advisor,Littlejohn Financial Services Inc,matthew@littlejohnfs.com,,Salesforce
11058005,Inactive Investor,Lisa Stephens,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10795684,Inactive Investor,Randy Hurst,Financial Advisor,Edward Jones Dothan AL 1411 W Main St,janet.phillips@edwardjones.com,,Salesforce
10617770,,Natalie Kott,,,natalie.errichiello@ubs.com,,List Import
9621210,,Martin NANCE,,,martin.nance@quadrantdpc.com,,List import
11073882,Inactive Investor,Stacy Mikolajczyk,Financial Advisor,Edward Jones La Vernia TX 101 Woodbridge Dr,stacy.mikolajczyk@edwardjones.com,,Salesforce
10923355,Inactive Investor,Samantha Huber,Client Service Manager;Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 959 Old Hwy 8 NW",samantha.huber@ampf.com,,Salesforce
9637160,,Kenneth Brusda,,,kbrusda@northstarinvestments.com,,List import
11080275,Inactive Investor,Bryan Smith,Financial Advisor,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",bryan.w.smith@nm.com,,Salesforce
10914459,Inactive Investor,Anne Tahim,Chief Compliance Officer;Owner;President,"Capstone Wealth Management, Inc",,,Salesforce
10877762,Inactive Investor,Jonathan Vanderveen,Financial Advisor,"Wells Fargo Clearing Services, LLC West Palm Beach FL 1615 Palm Beach Lakes Blvd",jonathan.vanderveen@wellsfargoadvisors.com,,Salesforce
11103730,Inactive Investor,Shannon Singleton,,"First Command Brokerage Services, Inc. Bossier City LA 1325 Barksdale Blvd",smsingleton@firstcommand.com,,Salesforce
10838156,Inactive Investor,David Ragan,Chief Compliance Officer;Vice President;Vice President - Financial Planning,"Grunden Financial Advisory, Inc.",dragan@grunden.com,,Salesforce
11154159,Inactive Investor,Brian Jennings,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",brian.jennings@lfg.com,,Salesforce
9613279,,Efrain Chavez,,,emc@incaco.com,,List import
9544706,,Jonathan Peters,,,jonathanepeters@gmail.com,,List import
10880322,Inactive Investor,Michael Green,Investment Advisor;Owner;Principal,TGA Capital Management Plymouth MA 285 Center Hill Rd,mgreen@tgacapitalmanagement.com,,Salesforce
11306351,Inactive Investor,John Braeseke,Partner,Chicago Partners Investment Group LLC,john.braeseke@chicagopartnersllc.com,312-284-6363,Salesforce
10859632,Inactive Investor,Larry Tomaszewski,,"Allstate Financial Services, LLC Loves Park IL 6248 E Riverside Blvd",larrytomaszewski@allstate.com,,Salesforce
10959235,Inactive Investor,Terry Lin,,LPL Financial LLC South Pasadena CA 1119 Fremont Ave,terry.lin@lpl.com,,Salesforce
10752532,Inactive Investor,Daniel Green,Financial Advisor;First Vice President;Vice President - Investments,"Wells Fargo Clearing Services, LLC Orlando FL 4876 S Apopka Vineland Rd",daniel.r.green@wellsfargo.com,,Salesforce
211099,,Marc Woodward,,[Unknown],marc@apollocap.io,,Organic Search
11092457,Inactive Investor,Victor Tomasulo,Financial Advisor,"MML Investors Services, LLC Lake View NY Private Residence",vtomasulo@financialguide.com,,Salesforce
37614,,Stefan Cautino,Investment Advisor Representative,"Voya Financial Advisors, Inc.",scautino@voyafa.com,781-356-3233,
11153928,Inactive Investor,David McAlister,Financial Advisor,"Osaic Wealth, Inc. Carlisle PA 64 S West St",,,Salesforce
9582330,,Nicholas Pontecorvo,,,npontecorvo@btig.com,,List import
10995272,Inactive Investor,Conner Popa,,Wedbush Securities Inc. San Francisco CA 600 Montgomery St,conner.popa@wedbush.com,,Salesforce
11104501,Inactive Investor,Taylor Donovan,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",taylor.m.donovan@nm.com,,Salesforce
11107934,Inactive Investor,Grahm Porozni,,"Equitable Advisors, LLC Portland OR 1616 SW Sunset Blvd",grahm.porozni@equitable.com,,Salesforce
11229361,Inactive Investor,Mckenna Weiner,,William Blair,,,Salesforce
10988165,Inactive Investor,David Yi,Registered Client Service Associate,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",david.yi@raymondjames.com,,Salesforce
9066,,Christina Bulaong,,[[Unknown]],heldin99@yahoo.com,,Direct
145608,,Steven Kaplan,"Financial Advisor, Financial Services Representative","MML Investors Services, LLC",stevenkaplan@financialguide.com,610-325-6268,
10611863,,Maria Laviola,"Financial Advisor, Portfolio Manager, Vice President - Wealth Management",,maria.laviola@morganstanley.com,,List Import
10947269,Inactive Investor,Pamela Adams,,"Wells Fargo Clearing Services, LLC Atlanta GA 5060 Old Bill Cook Rd",pam.adams@wellsfargo.com,,Salesforce
10983557,Inactive Investor,Keisha Blanks,,PFS Investments Inc. Carson CA 454 E Carson Plaza Dr,keisha.blanks@primerica.com,,Salesforce
59773,,Andrew Tyson,,PNC Investments,andrew.tyson@pnc.com,610-520-5151,
11078124,Inactive Investor,Cole Kendrick,,Edward Jones Port Charlotte FL 13435 S McCall Rd,,,Salesforce
10868173,Inactive Investor,Ed Maisonet,,Kovack Securities Inc. Coral Springs FL 3000 N University Dr,ed@kovacksecurities.com,,Salesforce
10889917,Inactive Investor,Karen Maes,Branch Manager,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",,,Salesforce
11102852,Inactive Investor,Christopher Fahim,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",christopher.fahim@nm.com,,Salesforce
240237,,Luis Vegas,,Snowden Lane Partners,lvegas@snowdenlane.com,312-580-4000,Database Upload
11037515,Inactive Investor,Stuart Iritani,,"Osaic Wealth, Inc. Danville CA 871 Richard Ln",,,Salesforce
10800706,Inactive Investor,Anh Tran,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,attran@ft.newyorklife.com,,Salesforce
10910345,Inactive Investor,Randy Geci,,"Cambridge Investment Research, Inc. Saint Marys PA 101 Madison St",,,Salesforce
11200447,Inactive Investor,Michael Ryan,Financial Advisor;Vice President,Broadway Wealth Solutions,,,Salesforce
10996127,Inactive Investor,Harold Rupp,,The Tavenner Company,,,Salesforce
9629436,,Wax Wane,,,wane976@gmail.com,,List import
10999149,Inactive Investor,Tessa Jackson,,Edward Jones La Grande OR 1910 Adams Ave,,,Salesforce
11152166,Inactive Investor,Christopher Litty,Financial Advisor,"Ameriprise Financial Services, LLC El Segundo CA 205 E El Segundo Blvd",chris.litty@ampf.com,,Salesforce
9626430,,Shin jie Liew,,,lshinj96@gmail.com,,List import
10596059,,Eric Filippone,,,eric.filippone@gmail.com,,Web Form Fillout
10889092,Inactive Investor,Cara Colvert,,State Farm VP Management Corp. Fremont NE 544 N Main St,cara.colvert.i0fb@statefarm.com,,Salesforce
9634918,,Michael Jones,,,mjones@federatedinv.com,,List import
9576134,,Kelly Gormley,,,kgormley@i-w.org,,List import
11074005,Inactive Investor,Ann Chadwick,,Davenport & Company LLC Williamsburg VA 5400 Discovery Park Blvd,,,Salesforce
11180917,Inactive Investor,Kyle Dunham,Client Service Associate,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",kyle.dunham@raymondjames.com,,Salesforce
10905433,Inactive Investor,George McAvoy,,"Osaic Wealth, Inc. Clifton Park NY 5 Executive Park Dr",,,Salesforce
10772610,Inactive Investor,David Reicks,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",david.reicks@ml.com,,Salesforce
10960263,Inactive Investor,Alexis Perez Guillen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11154256,Inactive Investor,Rebekah Triethart,,LPL Financial LLC Chaska MN 566 Bavaria Ln,rebekah.triethart@lpl.com,,Salesforce
10864662,Inactive Investor,Arthur Lustgarten,,"Raymond James Financial Services, Inc. Ithaca NY 106 E Court St",art.lustgarten@raymondjames.com,,Salesforce
10889064,Inactive Investor,Pouria Dehghanpour,Chief Compliance Officer;President,"Axia Asset Management, LLC Hastings-On-Hudson NY Private Residence",pouria@axiainvest.com,,Salesforce
11114295,Inactive Investor,Sean Corey,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",sean.corey@ml.com,,Salesforce
10817395,Inactive Investor,Antony Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",antony.k.thomas@ml.com,,Salesforce
9588058,,Jeff Shaw,,,j.shaw@bridgeig.com,,List import
11015717,Inactive Investor,Monica Brede,,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,monica.brede@primerica.com,,Salesforce
11134517,Inactive Investor,Arthur Veyna,Investment Advisor,Park Avenue Securities LLC Costa Mesa CA 949 S Coast Dr,,,Salesforce
9597008,,Robert Spaeth,,,robert.spaeth@orgelwealth.com,,List import
9611489,,emily m,"Member, Manager, President, CCO","The Fig Group, Llc",emily@thefiggroup.com,,List import
11208203,Inactive Investor,Kelli Puhl,Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,kelli.puhl@ubs.com,,Salesforce
10899172,Inactive Investor,Anthony Landi,Co-Founder;Financial Planner,Sterling Bridge Financial Group LLC,anthony@sterlingbridgefg.com,,Salesforce
9644391,,Michael Bryant,,,bryantmf@hotmail.com,,List import
11234743,Inactive Investor,Peter Rozman,Senior Associate;Wealth Advisor,"MAI Capital Management, LLC",peter.rozman@mai.capital,,Salesforce
10821257,Inactive Investor,Fred Escobedo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canyon Country CA 19120 Soledad Canyon Rd",fred.escobedo@ml.com,,Salesforce
9547237,,Keith Poch,,,keith.poch@valic.com,,List import
10777329,Inactive Investor,Brett Peavy,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,brett.peavy@morganstanley.com,,Salesforce
10896171,Inactive Investor,Ann Pauley,,"Cambridge Investment Research, Inc. Columbia SC 2700 Middleburg Dr",apauley@cambridgesecure.com,,Salesforce
10790789,Inactive Investor,Paul Bracaglia,Founding Member;Member;Partner;Senior Partner,"myCIO Wealth Partners, LLC",paul.bracaglia@myciowp.com,,Salesforce
11020672,Inactive Investor,Ting Gong,,J.P. Morgan Securities LLC Fremont CA 39395 Paseo Padre Pkwy,ting.gong@jpmorgan.com,,Salesforce
11235722,Inactive Investor,Sigurd Bue,Investment Advisor,First Affirmative Financial Network LLC Westport CT 1B River Oaks Rd,davebue@firstaffirmative.com,,Salesforce
11124509,Inactive Investor,Brian Mair,,"Allstate Financial Services, LLC Midway UT 206 W Main St",,,Salesforce
9613945,,Hung Huynh,,,huynhhung24723@gmail.com,,List import
9563393,,Gybret@gmail.com Williams,,,gybret@gmail.com,,List import
10782699,Inactive Investor,Thomas Mertensmeyer,,Cetera Advisor Networks LLC Sun City AZ 10145 W Loma Blanca Dr,mertensmeyert@ceteranetworks.com,,Salesforce
10997486,Inactive Investor,Patrick Brennan,Financial Advisor,Edward Jones Lexington KY 3061 Fieldstone Way,patrick.brennan@edwardjones.com,,Salesforce
10952616,Inactive Investor,Nicholas Dichiera,,"Wells Fargo Clearing Services, LLC Clearwater FL 2580 N McMullen Booth Rd",nicholas.dichiera@wellsfargo.com,,Salesforce
9571026,,Michael Gordon,,,mgordon@massmutual.com,,List import
335909,,Michael Preston,Managing Member,"New Harbor Financial Group, Llc",mpreston@newharborfinancial.com,978-537-7701,Manual List Upload
9593046,,Andrew Davis,,,andrewdavis21203@gmail.com,,List import
9563476,,Jeff Ubben,,,jeff@in-cap.com,,List import
11232891,Inactive Investor,Christopher Travis,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9648387,,Travis Holmstrom,,,travisholmstrom@gmail.com,,List import
10845205,Inactive Investor,Bradley Davies,President;Regulatory Contact,Investment Management Consultants,,,Salesforce
11054683,Inactive Investor,Litia Shappie,,"Farmers Financial Solutions, LLC Sequim WA 346 N Sequim Ave",litia.dshappie@farmersagency.com,,Salesforce
11030588,Inactive Investor,Edward Herreres,,J.P. Morgan Securities LLC La Habra CA 1901 W Whittier Blvd,edward.herreres@jpmorgan.com,,Salesforce
228258,, -,,[[Unknown]],jrfarron90@gmail.com,,Direct
10858123,Inactive Investor,Melvin Miller,Financial Advisor,"Ameriprise Financial Services, LLC Fairhope AL 218 Greeno Rd N",fred.miller@ampf.com,,Salesforce
9628257,,Justin Lam,,,justin.lam@wedbush.com,,List import
9623263,,Risna Noviardi,,,risnanoviardi53@gmail.com,,List import
9626169,,Muhammad Faisal Aziz,,,muhammadfaisalaziz@outlook.com,,List import
11108144,Inactive Investor,Daniel Kempf,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11105023,Inactive Investor,Sean Jowers,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",sean.jowers@wellsfargoadvisors.com,,Salesforce
11124092,Inactive Investor,Steven Yang,,Oppenheimer & Co. Inc. Newport Beach CA 620 Newport Center Dr,steven.yang@opco.com,,Salesforce
1927214,,test test,,,seth@test.com,,
10898984,Inactive Investor,Marisa Gardette,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,marisa.enokian@fmr.com,,Salesforce
11013299,Inactive Investor,Daniel Mercer,,"ValMark Securities, Inc. Charlotte NC 5955 Carnegie Blvd",,,Salesforce
11295657,,Steve Rose,,,rosehomerenos@hotmail.com,,Web Form Fillout
10814408,Inactive Investor,Wendell Pribila,Financial Advisor,LPL Financial LLC Titusville NJ Private Residence,wendell.pribila@lpl.com,,Salesforce
11135636,Inactive Investor,Joshua Tschirgi,,"Independent Financial Group, LLC West Linn OR 31031 SW River Lane Rd",,,Salesforce
10810062,Inactive Investor,Paul Regard,Chief Executive Officer;Director;President,PFS Investments Inc.,pregard@primerica.com,,Salesforce
11236950,Inactive Investor,Nicholas Lombardo,Financial Advisor;Financial Planner,Blue Rock Financial Group Wilmington DE 112 S French St,,,Salesforce
351076,,Brad Shoger,Associate,Blue Point Capital Partners Llc,bshoger@bluepointcapital.com,216-535-4700,Manual List Upload
11172543,Inactive Investor,Marshall Wright,Managing Director;Senior Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",mfelton_wright@ml.com,,Salesforce
11221051,,Christopher Harris,,,cjharris@wealthenhancement.com,,List Import
11162115,Inactive Investor,Michael Lehman,Financial Advisor,LPL Financial LLC Brandon FL 3419 Brook Crossing Dr,mike.lehman@lpl.com,,Salesforce
184,,,,,jewel8934@alice.it,,
10780440,Inactive Investor,Christopher Mullery,Assistant Vice President;Director - Business Development;Financial Planning Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,christopher.mullery@morganstanley.com,,Salesforce
10849018,Inactive Investor,Marshall Williams,,Cetera Advisor Networks LLC Louisville KY 4600 Outer Loop,,,Salesforce
11065206,Inactive Investor,Duane Lara,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
3830514,,seongdeok yang,,,ysd9306@gmail.com,,Web Form Fillout
10875755,Inactive Investor,James Vande Logt,Financial Advisor,LPL Financial LLC Downers Grove IL 4912 Main St,james.vandelogt@lpl.com,,Salesforce
10938375,Inactive Investor,Brayson Laney,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",brayson.laney@nm.com,,Salesforce
10990889,Inactive Investor,Brady Bassford,Regional Director,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",brady.bassford@prudential.com,,Salesforce
9550407,,anthony shifteh,,,anthony.shifteh7@hotmail.com,,List import
11144070,Inactive Investor,Mathew Parsons,,LPL Financial LLC Allentown PA 682 N Brookside Rd,mathew.parsons@lpl.com,,Salesforce
10796705,Inactive Investor,Viney Sethy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",viney.sethy@ml.com,,Salesforce
9621527,,fred rickey,,,frederick.rickey@morganstanley.com,,List import
10881689,Inactive Investor,Garland Davis,,"Raymond James Financial Services, Inc. Staunton VA 129 Fairway Ln",garland.davis@raymondjames.com,,Salesforce
9618316,,Barbara McKee,,,bmckee@whiteoaksf.com,,List import
11031133,Inactive Investor,Christopher Lewis,,"MML Investors Services, LLC San Jose CA 1735 N 1st St",chrislewis@financialguide.com,,Salesforce
11106349,Inactive Investor,Benjamin Thomas,,"Wells Fargo Clearing Services, LLC Fort Mill SC 403 Tom Hall St",benjamin.thomas@wellsfargo.com,,Salesforce
11021297,Inactive Investor,Lynn Dobrowsky,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
11020378,Inactive Investor,Heather Williams,,J.P. Morgan Securities LLC Toledo OH 3301 Secor Rd,heather.williams@jpmorgan.com,,Salesforce
9623283,,Gabe Lazar,,,mrgabriellazar@yahoo.com,,List import
11058928,Inactive Investor,Dylan Daggett,,"Raymond James Financial Services, Inc. Houston TX 1400 Post Oak Blvd",dylan.daggett@raymondjames.com,,Salesforce
10645486,,William Green,,,william.green@primerica.com,,List Import
11108679,Inactive Investor,Brett Blackwelder,,"Raymond James Financial Services, Inc. Pensacola FL 220 E 9 Mile Rd",brett.blackwelder@raymondjames.com,,Salesforce
10764601,Inactive Investor,Cynthia Pinto,,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,cynthia.pinto@opco.com,,Salesforce
10839742,Inactive Investor,Jamie Casey,,"Valley Financial Management, Inc.",jamie.rabuano@leumiusa.com,,Salesforce
9622318,,George Bruer,,,vetalliancegroup@gmail.com,,List import
10920776,Inactive Investor,Pedro Diaz,,Newbridge Securities Corporation,pdiaz@newbridgesecurities.com,,Salesforce
10777211,Inactive Investor,Franklin Gutierrez,Senior Vice President,Citigroup Global Markets Inc. Miami FL 7795 W Flagler St,,,Salesforce
10828400,Inactive Investor,Dave McKinney,Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",dave.mckinney@raymondjames.com,,Salesforce
11024686,Inactive Investor,Christopher Andreach,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",chris.andreach@rbc.com,,Salesforce
11040384,Inactive Investor,David Sheiman,Portfolio Manager,The Ellerson Group Inc,dsheiman@ellersongroup.com,,Salesforce
336314,,Jeffrey Battaglia,Executive Director And Chief Operating Officer,"Cullen Capital Management, Llc",jbattaglia@schafer-cullen.com,212-644-1800,Manual List Upload
10877735,Inactive Investor,Nathaniel Leach,Chief Compliance Officer;Co-Founder;Founder;Managing Member;Portfolio Manager,"Leach, Bickmore & Weiss Wealth Management, LLC",nmleach@lbw-wealth.com,,Salesforce
10766451,Inactive Investor,Linda Bailey,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",linda.a.bailey@ml.com,,Salesforce
11056500,Inactive Investor,Kristen Nielsen,Financial Professional,Park Avenue Securities LLC Austin TX 1250 S Capital of Texas Hwy,guardianatx@glic.com,,Salesforce
10596256,,[Unknown],,,michael.bronson@morganstanley.com,,Web Form Fillout
10802588,Inactive Investor,Carl Scott,,"Raymond James Financial Services, Inc. Houston TX 1220 Augusta Dr",carl.scott@raymondjames.com,,Salesforce
10774573,Inactive Investor,Elena Newton,Senior Registered Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,elena.johnson@morganstanley.com,,Salesforce
156673,,Eman Jade,,[Unknown],emanualjade@gmail.com,,Organic Search
9605095,,Bryan Thomas,,,altville321@gmail.com,,List import
10858677,Inactive Investor,Charles Rusmisel,,"Truist Investment Services, Inc. Covington VA 1201 S Craig Ave",charles.rusmisel@truist.com,,Salesforce
9581129,,James Fallows,,,jmfallows@shaw.ca,,List import
11032090,Inactive Investor,Vincent Cagnina,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",vincent.cagnina@nm.com,,Salesforce
11070478,Inactive Investor,Silveria Hufstedler,Financial Advisor,LPL Financial LLC Murphy TX Private Residence,silveria.hufstedler@lpl.com,,Salesforce
9548157,,Richard otto,,,rotto592@gmail.com,,List import
10943040,Inactive Investor,Edmund Mccluskey,,Fidelity Brokerage Services LLC,,,Salesforce
10772180,Inactive Investor,Nabil Farhat,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",nabil.farhat@wellsfargo.com,,Salesforce
10827187,Inactive Investor,Adrian Petcu,,"Wells Fargo Clearing Services, LLC Littleton CO 8500 W Bowles Ave",adrian.petcu@wellsfargoadvisors.com,,Salesforce
204667,,Matt P,,[Unknown],skiandhike@mac.com,,Direct
9591350,,Carlos Lambaren,,,c.lambaren90@yahoo.com,,List import
11164299,Inactive Investor,John Nail,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",john.nail@ml.com,,Salesforce
225628,, -,,[[Unknown]],justhumbs@gmail.com,,Initial Salesforce Import
11208322,Inactive Investor,Cortney Kitchen,Partner,United Planners' Financial Services of America A Limited Partner Fort Wayne IN 4315 Flagstaff Cv,,,Salesforce
10907864,Inactive Investor,Casandrah Arellano,,PFS Investments Inc. Riverside CA 647 Main St,casandrah.carreon@primerica.com,,Salesforce
11231811,Inactive Investor,Jeffery Rudd,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9594820,,thinh tran,,,thinhtran99@gmail.com,,List import
350612,,Diane Kotil,Client Relations Associate,Perritt Capital Management Inc,dkotil@perrittcap.com,312-669-1650,Manual List Upload
11164717,Inactive Investor,James Forcella,Branch Manager,LPL Financial LLC Redding CA 1600 Victor Ave,jim.forcella@lpl.com,,Salesforce
9589398,,Donald Hebert,,,donheb47@gmail.com,,List import
11170727,Inactive Investor,Lawrence Just,,"American Capital Partners, LLC",,,Salesforce
9611293,,Jiyoung Ahn,,,axxjiyoung@gmail.com,,List import
11126915,Inactive Investor,Ramon Vasquez,,"Allstate Financial Services, LLC Tucson AZ 2900 E Broadway Blvd",ramonvasquez@allstate.com,,Salesforce
10905896,Inactive Investor,John Chiappetta,,Cetera Advisor Networks LLC Kenosha WI 6905 Green Bay Rd,,,Salesforce
9633564,,tony lee,,,rlove132@naver.com,,List import
11231937,Inactive Investor,Kodi Kaelin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9584616,,Michael Sanders,"Chief Investment Officer, Principal, Regulatory Contact","5C Capital Management, LLC",msanders@5cwealth.com,,List import
237448,, -,,[[Unknown]],andlocksecmark@gmail.com,,
10967733,Inactive Investor,Gilbert Rodriguez Rosales,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,gilbert.rodriguez-rosales@jpmorgan.com,,Salesforce
10981287,Inactive Investor,Caedyn Feehan,,J.P. Morgan Securities LLC Portland OR 7515 SW Barnes Rd,caedyn.feehan@jpmorgan.com,,Salesforce
10795080,Inactive Investor,Dennis Laird,Senior Vice President - Wealth Management,"RFG Advisory, LLC Birmingham AL 248 Inverness Center Dr",rlaird@rfgadvisory.com,,Salesforce
348999,,Bruce Falbaum,Non-managing Member,Cohanzick Management Llc,bfalbaum@cohanzick.com,914-741-9600,Manual List Upload
10904630,Inactive Investor,Kenny Liu,,J.P. Morgan Securities LLC Brooklyn NY 8418 Bay Pkwy,kenny.liu@jpmorgan.com,,Salesforce
374166,,Norma Nixon,,[Unknown],norma.j.nixon@gmail.com,,Salesforce
167657,,Jordon Orozco,,[Unknown],jordonorozco84@gmail.com,,Paid Social
11103416,Inactive Investor,Daniel West,Principal,"Moneta Group Investment Advisors, LLC",dwest@monetagroup.com,,Salesforce
11030943,Inactive Investor,Kyle Martin,,Citigroup Global Markets Inc.,,,Salesforce
11101252,Inactive Investor,Stephen Collazo,,PFS Investments Inc. Lumberton TX 347 S Main St,stephen.collazo@primerica.com,,Salesforce
11052368,Inactive Investor,Hipolito Diaz,,"The Investment Center, Inc. Englewood Cliffs NJ Private Residence",hdiaz@investmentctr.com,,Salesforce
10489251,,Katrina Spinato,Operations Manager,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",solangel720@yahoo.com,,List Import
10898529,Inactive Investor,Christopher Chapin,Financial Advisor,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,christopher.chapin@ubs.com,,Salesforce
10847344,Inactive Investor,Ashley King,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11067258,Inactive Investor,Sammy Carrasquillo,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,sam.carrasquillo@fmr.com,,Salesforce
10910959,Inactive Investor,Anthony Saltarski,Senior Wealth Advisor,Exencial Wealth Advisors Plano TX 5601 Granite Pkwy,asaltarski@exencialwealth.com,,Salesforce
9543995,,Bill Atmip,,,billatnip@gmail.com,,List import
11292965,Inactive Investor,Drew Woodard,Research Analyst,Thor Wealth Management Inc,awoodard@thorwm.com,513-271-6777,Salesforce
11171730,Inactive Investor,Nicholas Damico,Manager,Hilltop Securities Inc.,,,Salesforce
11210824,Inactive Investor,John Cusick,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",john.cusick@ml.com,,Salesforce
10658324,,Abide Kakou,,,abide.kakou@jpmorgan.com,,List Import
9547150,,Sachindra Maharjan,,,sachindra.maharjan@db.com,,List import
236074,, -,,[[Unknown]],pmleoutre@gmail.com,,
11184805,Inactive Investor,Robert Harvey,Chairman,Harvey Capital Management Inc,rharvey@harveycapital.com,,Salesforce
10804375,Inactive Investor,Kevin Maxwell,,"Samuel A. Ramirez & Company, Inc.",kevin.maxwell@ramirezco.com,,Salesforce
10695967,,Gina Jurecki,,Broadridge,gina.jurecki@broadridge.com,,List Import
9593891,,Gary Beyer,,,garyabeyer@aol.com,,List import
11209532,Inactive Investor,Olasunkanmi Asunmonu,,Jefferies LLC,oasunmonu@jefferies.com,,Salesforce
10759951,Inactive Investor,Thomas Faris,Private Bank Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 9280 Montgomery Rd",thomas.faris@53.com,,Salesforce
340229,,Jim Collins,,Clark University,jcollins@clarku.edu,(508) 793-7252,Database Upload
10857928,Inactive Investor,David Baumann,Investment Advisor Representative;Member;Partner;Senior Vice President,Quantum Financial Partners LLC Omaha NE 3803 N 153rd St,dbaumann@qfp-llc.com,,Salesforce
10614698,,Hugh Mariaca,"Family Wealth Advisor, Financial Advisor, International Client Advisor, Senior Portfolio Management Director, Senior Vice Presid",,hugh.mariaca@morganstanley.com,,List Import
10784536,Inactive Investor,Thomas Thomas,Financial Advisor,Edward Jones Parsons KS 107 Main St,tom.thomas@edwardjones.com,,Salesforce
11220589,,Amanda Mahland,,,amahland@hbkswealth.com,,Other
10896819,Inactive Investor,Jose Banda,,J.P. Morgan Securities LLC Austin TX 5407 N Interregional Hwy,jose.v.banda@jpmorgan.com,,Salesforce
11173957,Inactive Investor,Susan Mann,Financial Advisor,Edward Jones Fredericksburg VA 4300 Plank Rd,susan.mann@edwardjones.com,,Salesforce
10883377,Inactive Investor,James Dailey,,"Sentinel Securities, Inc.",james.dailey@sentinelbenefits.com,,Salesforce
10890871,Inactive Investor,Patrick Mcgough,Chief Compliance Officer;Principal;Wealth Advisor,"Geometric Wealth Advisors, LLC",pmcgough@geometricadvisors.com,,Salesforce
10529921,Active Investor,Mark Harvey,,Mark Harvey,ramizeyent@hotmail.com,9176420193,Salesforce
11107180,Inactive Investor,Christine Chase,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,christine.chase@fmr.com,,Salesforce
11104082,Inactive Investor,Jared Shaft,Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",jared.shaft@wellsfargoadvisors.com,,Salesforce
10658197,,Willard Einspar,,,will.einspar@lpl.com,,List Import
11077773,Inactive Investor,Stephen Hanvey,,"Raymond James Financial Services, Inc. Austin TX 1705 S Capital of Texas Hwy",stephen.hanvey@raymondjames.com,,Salesforce
11069801,Inactive Investor,Eric Connor,,Commonwealth Financial Network Lockport NY 5860 Snyder Dr,econnor@commonwealth.com,,Salesforce
11190174,Inactive Investor,Patrick Laborde,Financial Advisor,Hilltop Securities Inc. Austin TX 7000 N Mo Pac Expy,patrick.laborde@hilltopsecurities.com,,Salesforce
11095383,Inactive Investor,Robert Manning,Executive Director;Financial Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,robert.manning@morganstanley.com,,Salesforce
9546550,,Kelly kong,,,249952040@qq.com,,List import
10923940,Inactive Investor,Shannon Michaels,Financial Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,shannon.michaels@morganstanley.com,,Salesforce
11089202,Inactive Investor,James Williamson,Financial Advisor,Edward Jones River Falls WI 2 Riverside Dr,jim.m.williamson@edwardjones.com,,Salesforce
11031508,Inactive Investor,Irene Tsang,,"Farmers Financial Solutions, LLC San Francisco CA 1629 Irving St",itsang@farmersagent.com,,Salesforce
11104134,Inactive Investor,Halley Plourde,,"Wells Fargo Clearing Services, LLC Casper WY 3500 CY Ave",,,Salesforce
11004065,Inactive Investor,Erica Anderson,,"ValMark Securities, Inc. Wayzata MN 282 Wayzata Blvd E",,,Salesforce
238432,,jasbirjoon85@gmail.com Joon,,[Unknown],jasbirjoon85@gmail.com,,
10769325,Inactive Investor,Yongqing Zhang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",ezhang2@ml.com,,Salesforce
10896297,Inactive Investor,Eduardo Montiel,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",eduardo.montiel1@schwab.com,,Salesforce
11077348,Inactive Investor,Erin Ecker,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",erin.ecker@nm.com,,Salesforce
11229894,Inactive Investor,Marcelle Folk,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",marcelle.folk@nm.com,,Salesforce
9626964,,Ömer Çelik,,,78makarov78@gmail.com,,List import
9619703,,Andrew Cheyne,,,archeyne@hotmail.com,,List import
10899597,Inactive Investor,Ryan Nisbet,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10872315,Inactive Investor,Ryan Dwyer,Financial Advisor,Edward Jones Carmel IN 890 E 116th St,ryan.dwyer@edwardjones.com,,Salesforce
5999841,,Arian Talehakimi,,,arian.talehakimi@gmail.com,8184258641,Web Form Fillout
9621956,,Malk Wilson,,,mlk.fsw@gmail.com,,List import
9564403,,Marcus Jackson,,,muggsy1997@yahoo.com,,List import
11164574,Inactive Investor,Javier Tapia,,"Farmers Financial Solutions, LLC Houston TX 16010 Barkers Point Ln",jtapia@farmersagent.com,,Salesforce
9627428,,Georg Couturier,,,gcouturier@web.de,,List import
10979038,Inactive Investor,Kathryn Thornton,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
1906269,,Jeetukumar Jeetu,,,jeetukumar59880@gmail.com,,
11158854,Inactive Investor,Matthew Thompson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10753620,Inactive Investor,Jennifer Le Clair-Bemis,Financial Advisor,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,jleclair-bemis@rwbaird.com,,Salesforce
11222999,,Frank Angella,,,fa@grovestreetadvisors.com,,List Import
9566528,,Lisa Baker,,,lisa.baker@securitiesamerica.com,,List import
10513350,,Gugulethu Mthembu,,,luciamthembu81@gmail.com,,Web Form Fillout
10903805,Inactive Investor,Jack Roland,,"Cambridge Investment Research, Inc. Kingwood TX Private Residence",,,Salesforce
8941489,,Paul van den Boogaard,,,paulvandenboogaard@yahoo.com,,Web Form Fillout
10802450,Inactive Investor,Gregory Murray,Chief Compliance Officer;Investment Advisor;Senior Vice President,Kelly Financial Services LLC,gregmurray@kellyfinancial.org,,Salesforce
10942628,Inactive Investor,Emily Hernandez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10757134,Inactive Investor,Robert Hassan,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",,,Salesforce
11125151,Inactive Investor,Kimberly Ary,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",kimberly.ary@wellsfargoadvisors.com,,Salesforce
10868213,Inactive Investor,Douglass Burgdorf,,"KCD Financial, Inc. Franklin MI 24255 W 13 Mile Rd",doug@kcdfinancial.com,,Salesforce
10875174,Inactive Investor,David Weaver,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",david.p.weaver@ml.com,,Salesforce
10900961,Inactive Investor,Rebecca Davis,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11027806,Inactive Investor,Jacob Gardner,Chief Compliance Officer;Co-Founder;Financial Planner;Managing Member,Defining Wealth,jake@definingwealth.com,,Salesforce
10854683,Inactive Investor,Scott Buttfield,Financial Planner;Owner,Buttfield & Associates,scott@buttfieldandassociates.com,,Salesforce
10821487,Inactive Investor,Kristina Elfering,Associate Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 1036 Centerville Cir",kristina.j.elfering@ampf.com,,Salesforce
9648364,,Prakash Singh,,,capri.prakash@gmail.com,,List import
10908189,Inactive Investor,Marta Snapp,,"American Fidelity Securities, Inc.",marta.snapp@af-group.com,,Salesforce
10807493,Inactive Investor,Patrick Ehsan,,"Independent Financial Group, LLC Stateline NV 216 Terrace Vw",,,Salesforce
11082657,Inactive Investor,Francis Todd,,Goldman Sachs & Co.,,,Salesforce
11083481,Inactive Investor,Keilah Sutton,Associate Wealth Management Advisor;Financial Advisor;Investment Operations Manager,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",keilah.sutton@nm.com,,Salesforce
11076867,Inactive Investor,John Solomon,,"American Fidelity Securities, Inc.",john.solomon@americanfidelity.com,,Salesforce
11164701,Inactive Investor,Scott Marschall,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",,,Salesforce
11234672,Inactive Investor,Craig Dumas,,Baldwin Brothers LLC Glendale RI Private Residence,,,Salesforce
11083393,Inactive Investor,Rasa Petrauskaite,,J.P. Morgan Securities LLC Redwood City CA 2300 Broadway St,rasa.petrauskaite@jpmorgan.com,,Salesforce
10875969,Inactive Investor,Elizabeth Brittingham,,Cetera Advisors LLC Salisbury MD 953 Mount Hermon Rd,,,Salesforce
11232214,Inactive Investor,Tiffany Cederlind,Specialist,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",tiffany.cederlind@wellsfargoadvisors.com,,Salesforce
10917352,Inactive Investor,Brent Conway,Financial Advisor,Park Avenue Securities LLC San Ramon CA 12677 Alcosta Blvd,todd_conway@glic.com,,Salesforce
10861818,Inactive Investor,Corey Miller,Mutual Fund Specialist,LPL Financial LLC,corey.miller@lpl.com,,Salesforce
9570630,,Michael Murray,,,michael.murray@securitiesamerica.com,,List import
9576498,,Gary Kramer,,,gary.kramer@pnc.com,,List import
10875680,Inactive Investor,Katherine Mumaw,Private Wealth Advisor,"Ameriprise Financial Services, LLC Harrisonburg VA 4030 Quarles Ct",katherine.mumaw@ampf.com,,Salesforce
11041420,Inactive Investor,Ruairi Songer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11004624,Inactive Investor,Nancy Chaplicki Sullivan,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",nancy.chaplicki-sullivan@empower.com,,Salesforce
352424,,Kevin Schindel,Managing Director,"Harbourvest Partners, Llc",kwarnschindel@harbourvest.com,617-348-3707,Manual List Upload
96362,,charity oberdier,,Don’t,chrtyobrd@aol.com,8458934413,
11001971,Inactive Investor,Lavonda McNeil,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,lavondapsmith@primerica.com,,Salesforce
10486772,,Lance Whitworth,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated",lance.whitworth@stifel.com,,List Import
199028,,Andy LaPointe,,[Unknown],lapointeandy@yahoo.com,,
11125570,Inactive Investor,Matthew Aaron,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",matthew.aaron.jr@nm.com,,Salesforce
10933986,Inactive Investor,Kyle Miller,,Cetera Advisor Networks LLC Lincoln NE 3600 Village Dr,,,Salesforce
11033081,Inactive Investor,Samuel Miller,Compliance Associate;Financial Wealth Advisor;Regulatory Contact,ADK Wealth Advisory Group,smiller@adkinc.com,,Salesforce
10905217,Inactive Investor,Yan Jiang,Financial Advisor,J.P. Morgan Securities LLC Renton WA 13033 Newcastle Way,yan.jiang@jpmorgan.com,,Salesforce
10948745,Inactive Investor,Nicolas Boulton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 4101 Bridgeport Way W",,,Salesforce
345099,,Julian Steinberg,Member,"Alliance Consumer Growth, Llc",jsteinberg@acginvestors.com,212-940-9630,Manual List Upload
11115045,Inactive Investor,Sarah Bomgardner,,The Huntington Investment Company Akron OH 3451 Manchester Rd,,,Salesforce
11067370,Inactive Investor,Bibi Razack,,"Osaic Wealth, Inc. Ridgewood NY 6851 Fresh Pond Rd",,,Salesforce
10826094,Inactive Investor,Patrick Essian,,"Raymond James Financial Services, Inc. Bad Axe MI 1 E Huron Ave",patrick.essian@raymondjames.com,,Salesforce
10790692,Inactive Investor,James Brooks,,"Northwestern Mutual Investment Services, LLC Buffalo NY 5488 Sheridan Dr",jim.brooks@nm.com,,Salesforce
10758380,Inactive Investor,Lana St. John,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",lana.stjohn@schwab.com,,Salesforce
10792699,Inactive Investor,Robert Redmond,Founder;Managing Member;Partner;Regulatory Contact,"Redmond Asset Management, LLC",scott@redmondassetmanagement.com,,Salesforce
11054469,Inactive Investor,Trevor Pinkston,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
9619932,,Jesse Kuhns,,,jessekuhns@yahoo.com,,List import
11032202,Inactive Investor,Kristen Euretig,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Principal,Brooklyn Plans LLC Beacon NY Private Residence,,,Salesforce
11065424,Inactive Investor,Matthew Pitrola,,Commonwealth Financial Network Depew NY 4990 Transit Rd,mpitrola@commonwealth.com,,Salesforce
225791,,Virgilio Silveira,Ditector,Es Finance,virgilio@silveira.com,4.47747E+11,Initial Salesforce Import
1535,,Pamela Stevens,VP Finance/CFO,Shepherd University Foundation,pstevens@shepherd.edu, +1 304 876 5490,Database Upload
11063861,Inactive Investor,Shawn Lester,,PFS Investments Inc. Houston TX 7171 Hwy 6 N,shawn.lester@primerica.com,,Salesforce
11143333,Inactive Investor,Nicholas Roop,Financial Professional,"MML Investors Services, LLC Burlington VT 65 Main St",nroop@financialguide.com,,Salesforce
9591541,,Robert Goldstein,,,rgoldstein@sonencapital.com,,List import
10942047,Inactive Investor,Dong Hyun Kim,,Evercore Group L.L.C.,,,Salesforce
10863935,Inactive Investor,Edward Spraberry,Financial Advisor;Retirement Plan Specialist,LPL Financial LLC Flower Mound TX Private Residence,edward.spraberry@lpl.com,,Salesforce
11093489,Inactive Investor,Shaun Hampton,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Grosse Pointe MI 726 Notre Dame St",shaun.hampton@ampf.com,,Salesforce
11179338,Inactive Investor,William Barton,,"Cambridge Investment Research, Inc.",,,Salesforce
10888439,Inactive Investor,Andrew Atherton,,"Osaic Wealth, Inc. Flint MI G3339 Van Slyke Rd",,,Salesforce
10791122,Inactive Investor,Regis Moxley,Managing Member;Managing Partner,"Smith Anglin Financial, LLC",rmoxley@smithanglin.com,,Salesforce
10896453,Inactive Investor,Matthew Hoesly,Financial Advisor;Owner,"Resource 1, Inc.",matt@r1advisor.com,,Salesforce
157955,,T H,,[Unknown],jjape@yahoo.com,,Organic Search
5472380,,hong dara,,,sexiyim704@dmonies.com,,Web Form Fillout
11217050,,Bernard Rawlins,,,bernard.rawlins@nb.com,,Other
11049290,Inactive Investor,Gideon Carmeli,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
11174412,Inactive Investor,Michael Gregory,,Vanguard Marketing Corporation,michael_gregory@vanguard.com,,Salesforce
9613238,,Daniel Byrnes,,,daniel.byrnes@aamcompany.com,,List import
10968262,Inactive Investor,Alyssa Stansfield,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
348154,,Philip Malakoff,"Director - Research, Executive Managing Director, Member","First Long Island Investors, LLC",philip@fliinvestors.com,516-935-1200,Manual List Upload
11228835,Inactive Investor,Mia Maginn,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,mia.maginn@jpmorgan.com,,Salesforce
11189576,Inactive Investor,Sean Burke,Financial Consultant,"Equitable Advisors, LLC Paradise Valley AZ 6720 N Scottsdale Rd",sean.burke@equitable.com,,Salesforce
10801818,Inactive Investor,Justin McLaughlin,,"American Fidelity Securities, Inc. Reno NV 1890 Donald St",justin.mclaughlin@af-group.com,,Salesforce
11018554,Inactive Investor,H Dale Goembel,,Archer Investment Corporation Longwood FL Private Residence,,,Salesforce
11203173,Inactive Investor,Jay Liao,Chief Compliance Officer;Managing Member;Managing Principal,"Mandala Wealth Management, LLC",jay@mandalawealth.com,,Salesforce
11077278,Inactive Investor,Ann Kitchel,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",ann.buck@rbc.com,,Salesforce
10893278,Inactive Investor,James Bassotti,,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",jbassotti@financialguide.com,,Salesforce
11091559,Inactive Investor,Abree Leach,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",,,Salesforce
10912134,Inactive Investor,Gilbert Good,Financial Advisor,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",ggood@wisdirect.com,,Salesforce
9604151,,TIMOTHY LUONG,,,tim@stocknavigators.com,,List import
10855226,Inactive Investor,William Mccartin,Investment Advisor;Member;Owner,"First Financial Security, LLC Pottstown PA 1976 E High St",,,Salesforce
10851423,Inactive Investor,Bryan Fenn,,"Osaic Wealth, Inc. Concord NH 57 School St",,,Salesforce
9638616,,Paul Leung,,,paul.leung@quamgroup.com,,List import
11064645,Inactive Investor,Monique Fullenwilder,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",monique.fullenwilder@schwab.com,,Salesforce
10945714,Inactive Investor,Adrienne Radakovic,,Cetera Advisor Networks LLC San Francisco CA 3635 Webster St,,,Salesforce
10935688,Inactive Investor,Thomas Stephen,Chief Compliance Officer;Director - Planning;Principal,"Glenwood Investment Group, LLC",thomas@glenwoodinvestment.com,,Salesforce
11106820,Inactive Investor,Merideth Dickerson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11098162,Inactive Investor,Michael Thompson,,"Halo Securities, LLC",,,Salesforce
10919716,Inactive Investor,Keith Gilbert,Financial Advisor,LPL Financial LLC Houston TX 4200 Kolb St,van.gilbert@lpl.com,,Salesforce
10845984,Inactive Investor,Jeffrey Anderson,,"MML Investors Services, LLC Tampa FL 4830 W Kennedy Blvd",jeffanderson@financialguide.com,,Salesforce
11196576,Inactive Investor,Alexander Talley,Financial Consultant,"First Citizens Investor Services, Inc. Charlotte NC 6808 Northlake Mall Dr",alex.talley@firstcitizens.com,,Salesforce
11074007,Inactive Investor,Thomas Prunty,,Grove Point Investments LLC Englewood FL 6470 Mechler St,tprunty@hbeckinc.com,,Salesforce
10908838,Inactive Investor,Ilse Heflin,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10822694,Inactive Investor,Susan Dabney,Financial Consultant,LPL Financial LLC Lawton OK 6425 NW Cache Rd,susan.dabney@lpl.com,,Salesforce
10936907,Inactive Investor,Scott Abramson,Managing Member,"Olympus Capital, LLC",,,Salesforce
10844228,Inactive Investor,Ryan Bittner,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,bittner.r@dreyfus.com,,Salesforce
10759409,Inactive Investor,Adam Fannin,,"Truist Investment Services, Inc. Ponte Vedra Beach FL 814 A1A N",adam.fannin@truist.com,,Salesforce
11192914,Inactive Investor,Fabian John,Executive Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,fabian.john@morganstanley.com,,Salesforce
10978940,Inactive Investor,Parker Lenamon,,"Avantax Investment Services, Inc.",,,Salesforce
10885495,Inactive Investor,Michael Wyman,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11151514,Inactive Investor,Evan Pantucci,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",evan.pantucci@ml.com,,Salesforce
11207446,Inactive Investor,Desi Dimaio,Wealth Advisor,"Alliance Wealth Management Group, LLC",ddimaio@alliancewmg.com,,Salesforce
11209132,Inactive Investor,Malinda Beckham,,"Farmers Financial Solutions, LLC Houston TX 11767 Katy Fwy",mbeckham1@farmersagent.com,,Salesforce
10788393,Inactive Investor,Russell Roush,First Vice President - Investments,"Raymond James & Associates, Inc. Gainesville GA 340 Jesse Jewell Pkwy SE",russ.roush@raymondjames.com,,Salesforce
370520,,Rick Hulbert,,United States,rjhulbert@sbcglobal.net,,Salesforce
10901234,Inactive Investor,Leah Oliver,Financial Advisor,Edward Jones Bastrop TX 815 Hwy 71 W,leah.taylor@edwardjones.com,,Salesforce
351578,,Elizabeth Wilkins,Associate,Thompson Street Capital Manager Llc,ewilkins@tscp.com,314-727-2112,Manual List Upload
10783906,Inactive Investor,Hope Anderson,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,hpanderson@ft.newyorklife.com,,Salesforce
10846048,Inactive Investor,Courtney Raney,Divisional Leader,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",courtney.raney@wellsfargoadvisors.com,,Salesforce
10770692,Inactive Investor,Kurtis Volk,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Boston MA 28 State St,kurtis.volk@morganstanley.com,,Salesforce
10778530,Inactive Investor,Rajeev Chellapilla,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",rajeev_chellapilla@ml.com,,Salesforce
9541028,,Bora Choi,,,qwerbr023@gmail.com,,List import
10884880,Inactive Investor,Vincent Bowery,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10843528,Inactive Investor,Heath Rainwater,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,Firewall Capital Management Enumclaw WA 1634 Porter St,heath@firewallcapital.com,,Salesforce
11131272,Inactive Investor,Todd Conocchia,,"Osaic Institutions, Inc.",,,Salesforce
11076360,Inactive Investor,Lachezara Docheva,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",lachezara.docheva@ml.com,,Salesforce
11064673,Inactive Investor,Merralee Thorpe,Financial Advisor,Edward Jones Southern Pines NC 420 SW Broad St,merralee.obenrader@edwardjones.com,,Salesforce
11070043,Inactive Investor,Jeremy Handley,,J.P. Morgan Securities LLC Orlando FL 7674 Dr Phillips Blvd,jeremy.a.handley@jpmorgan.com,,Salesforce
11008086,Inactive Investor,Julia Arrighi,,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",julia.arrighi@raymondjames.com,,Salesforce
10594284,,Surendar R,,,rssurendar1990@gmail.com,,Web Form Fillout
10964156,Inactive Investor,Matthew Del Rosario,Relationship Banker,"Wells Fargo Clearing Services, LLC Woodbridge VA 16300 Navigation Dr",,,Salesforce
11196704,Inactive Investor,Karen Ho,,GWN Securities Inc. Houston TX 1200 Post Oak Blvd,hok@gwnsecurities.com,,Salesforce
10757778,Inactive Investor,Timothy White,Chief Compliance Officer;Managing Director;Principal,Johnson & White Wealth Management LLC,twhite@johnsonandwhite.com,,Salesforce
10982843,Inactive Investor,Khalid Elmazouni,,J.P. Morgan Securities LLC Addison TX 14250 Marsh Ln,khalid.elmazouni@jpmorgan.com,,Salesforce
10832376,Inactive Investor,David Cunn,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,david.s.cunn@jpmorgan.com,,Salesforce
232109,, -,,[Unknown],fireworkslvr9@gmail.com,,
10871698,Inactive Investor,Christopher Ronkese,,LPL Financial LLC Hadley MA 245 Russell St,,,Salesforce
336984,,Timothy Bray,Director,Ns Partners Ltd,tbray@ns-partners.co.uk, -5358259,Manual List Upload
11156420,Inactive Investor,Jeffrey Imlay,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",jeff.imlay@nm.com,,Salesforce
10972556,Inactive Investor,Brady Hood,,"First Command Brokerage Services, Inc. Dayton OH 51 Plum St",behood@firstcommand.com,,Salesforce
11145076,Inactive Investor,Margaret Slattery,Senior Client Service Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,margaret.slattery@morganstanley.com,,Salesforce
11124622,Inactive Investor,Hans Bendeck,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",hans.bendeck@nm.com,,Salesforce
11129280,Inactive Investor,Seth Edgil,,"Ameritas Investment Company, LLC Trussville AL 8178 Gadsden Hwy",seth.edgil@ameritas.com,,Salesforce
10506043,,Paul Schieber,MD,Principal Asset Management,schieber.paul@principal.com,415-359-4055,List import
10882283,Inactive Investor,Benjamin Magoun,Investment Advisor,Commonwealth Financial Network Duxbury MA 25 Bay Rd,bmagoun@commonwealth.com,,Salesforce
10931159,Inactive Investor,Gary Ross,,"Realta Equities, Inc. Palm Harbor FL 1025 Ohio Ave",,,Salesforce
11192187,Inactive Investor,Douglas Becker,,Cetera Advisor Networks LLC Hanover PA 40 York St,,,Salesforce
11122612,Inactive Investor,Richard Albanese,Financial Advisor,Edward Jones Somerville NJ 1018 US Hwy 202 S,richard.albanese@edwardjones.com,,Salesforce
11014972,Inactive Investor,John Steiger,,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",,,Salesforce
11208777,Inactive Investor,H Thompson,Financial Advisor,"Independent Advisor Alliance, LLC Coshocton OH 448 Main St",,,Salesforce
9583977,,Chad Kelley,,,ckelley@umafs.org,,List import
11021040,Inactive Investor,Chad Colpitts,,"Fortune Financial Services, Inc. Weymouth MA Private Residence",,,Salesforce
11222405,,Michael Santelli,,,msantelli@invernesswealth.com,,List Import
9609539,,Rahmat Dwi Putra,,,rahmatdwiputra@hotmail.com,,List import
11194934,Inactive Investor,Robert McGann,,"Avantax Investment Services, Inc. Westborough MA 18 Lyman St",,,Salesforce
11048216,Inactive Investor,Paul Ganassini,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",,,Salesforce
10873648,Inactive Investor,Travis Bator,Chief Compliance Officer,"Independent Financial Group, LLC",tbator@ifgsd.com,,Salesforce
11208517,Inactive Investor,Peter Gobis,Financial Advisor,Edward Jones East Greenwich RI 264 Main St,peter.gobis@edwardjones.com,,Salesforce
9640196,,Feng Li Zhang,,,zhanglf@wealsol.com,,List import
10898237,Inactive Investor,Danielle Perugini,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11050723,Inactive Investor,Robert Nicoletti,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Wesley Chapel FL 1747 Bruce B Downs Blvd,robert.a.nicoletti@jpmorgan.com,,Salesforce
11157474,Inactive Investor,Demetrios Koutsidis,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",demetrios.koutsidis@equitable.com,,Salesforce
11059842,Inactive Investor,Daniel Thornton,Wealth Advisor,Concord Wealth Partners,daniel@concordwealthpartners.com,,Salesforce
359,,,,,raboss929@bol.com.br,,
10905334,Inactive Investor,Case Wilson,Financial Advisor,Edward Jones Scottsdale AZ 16700 N Thompson Peak Pkwy,case.wilson@edwardjones.com,,Salesforce
9582997,,Andy Liu,,,13857105918@163.com,,List import
10957723,Inactive Investor,Noah Holthaus,,Edward Jones Windsor Heights IA 1100 73rd St,noah.holthaus@edwardjones.com,,Salesforce
10875047,Inactive Investor,Bradley Nolan,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",bradley.nolan@nm.com,,Salesforce
10814068,Inactive Investor,Scott Abell,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",scott.abell@rbc.com,,Salesforce
10938651,Inactive Investor,Victor Medina,Chief Compliance Officer;Chief Executive Officer;Founder,"Palante Wealth Advisors, LLC",,,Salesforce
11193819,Inactive Investor,Amanda Ahl,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11030696,Inactive Investor,Apris Walker,,PFS Investments Inc. Wyncote PA 827 Glenside Ave,,,Salesforce
10902143,Inactive Investor,Jason Coburger,,J.P. Morgan Securities LLC Hightstown NJ 392 US Hwy 130,jason.r.coburger@chase.com,,Salesforce
10865616,Inactive Investor,Sara Moreno,,J.P. Morgan Securities LLC Redlands CA 555 N Eureka St,sara.moreno@jpmorgan.com,,Salesforce
10936541,Inactive Investor,William McNally,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",william.mcnally@prudential.com,,Salesforce
11190199,Inactive Investor,Sandy Jukel,Financial Advisor;Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Miami FL 2 Alhambra Plz",sandy.jukel@ampf.com,,Salesforce
10780385,Inactive Investor,Jeffrey Roberts,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,jeffrey.roberts@gs.com,,Salesforce
10924177,Inactive Investor,Vincent Maiorano,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,vmaiorano@brileywealth.com,,Salesforce
10827735,Inactive Investor,Geordie Hrdlicka,,"ValMark Securities, Inc. Houston TX 3555 Timmons Ln",,,Salesforce
9630633,,strahinja savic,,,strah.savic@frnt.io,,List import
9638907,,Peter Shenas,,,peter@aristonservicesgroup.com,,List import
10923938,Inactive Investor,Stefano Rosellini,Financial Advisor,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",stefano.rosellini@raymondjames.com,,Salesforce
11208601,Inactive Investor,William Buss,Founder;President,"He'e Nalu Investing, Inc. Thousand Oaks CA 2508 Vista Wood Cir",david.buss@heenaluinvesting.com,,Salesforce
10975813,Inactive Investor,Terry Kimball,,PFS Investments Inc. Longmont CO 424 Kimbark St,terry.kimball@primerica.com,,Salesforce
11197441,Inactive Investor,Shane Hadden,,"MML Investors Services, LLC Metter GA 64 N Rountree St",smhadden@financialguide.com,,Salesforce
9586769,,Scott Nuttall,"Co-Chief Executive Officer, Co-Chief Operating Officer",Kohlberg Kravis Roberts & Co. L.P.,scott.nuttall@kkr.com,,List import
11085351,Inactive Investor,Okita Sevi,,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",okita.sevi@wfa.com,,Salesforce
11254708,Inactive Investor,Danta Wright,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9561352,,Stephanie Bunday,,,stephanie.bunday@valic.com,,List import
9549489,,James Clary,,,james.clary@lfg.com,,List import
9644547,,Patrick Porteus,,,rightawaylandscape@gmail.com,,List import
11090702,Inactive Investor,Joseph Varga,Senior Vice President - Wealth Management,UBS Financial Services Inc. Mishawaka IN 4330 Edison Lakes Pkwy,joseph.varga@ubs.com,,Salesforce
11180968,Inactive Investor,Michael Wells,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",michael.wells@cunamutual.com,,Salesforce
11011028,Inactive Investor,Elisha Caston,,PFS Investments Inc. Orange Park FL 793 Blanding Blvd,ecaston@primerica.com,,Salesforce
10893476,Inactive Investor,Alain Farrelly,,Morgan Stanley New York NY 750 7th Ave,alain.farrelly@morganstanley.com,,Salesforce
10796356,Inactive Investor,Tracy Redmon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 295 N Hubbards Ln",tracy.m.redmon@ampf.com,,Salesforce
11167810,Inactive Investor,William Phelan,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,wphelan@primerica.com,,Salesforce
11040189,Inactive Investor,Patricia Jamieson,Chief Financial Officer;Executive Vice President,"Boyd Watterson Asset Management, LLC",pjamieson@boydwatterson.com,,Salesforce
10850767,Inactive Investor,Adegbolahan Shokunbi,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,adegbolahan.shokunbi@jpmorgan.com,,Salesforce
10877056,Inactive Investor,Latchme Ramnarine,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",latchme.ramnarine@rbc.com,,Salesforce
9635398,,Patricia Groschadl,,,pgroschadl@sagerutty.com,,List import
10845028,Inactive Investor,Nicholas Paccione,Investment Advisor Representative,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,npaccione@primerica.com,,Salesforce
11208511,Inactive Investor,Sarah Mazza,Client Service Associate;Private Wealth Management Associate,Morgan Stanley New York NY 101 Park Ave,sarah.e.mazza@morganstanley.com,,Salesforce
10975976,Inactive Investor,Logan Kannes,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,logan_kannes@vanguard.com,,Salesforce
233323,, -,,[[Unknown]],u.abasute@yahoo.com,,Direct
345468,,Paul Violette,"Managing Partner, Coo","Sv Health Investors, Llc",sfeldmann@svhealthinvestors.com,617-367-8100,Manual List Upload
11062949,Inactive Investor,Kevin Yoneda,,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",,,Salesforce
11181077,Inactive Investor,Ho Hui,,NYLIFE Securities LLC Walnut CA Private Residence,hhui@ft.newyorklife.com,,Salesforce
10874780,Inactive Investor,Joseph Ferguson,Financial Planning Advisor,LPL Financial LLC Casper WY 904 S Center St,joseph.ferguson@lpl.com,,Salesforce
10791570,Inactive Investor,Elisia Pearson,Senior Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,epearson@sovereigngrp.com,,Salesforce
211928,,Sam Droulias,private investor,individual investor,sam@droulias.com,917-783-6448,
10985982,Inactive Investor,Andrew Zender,Associate Advisor,"Financial Plan, Inc.",andrew.zender@financialplaninc.com,,Salesforce
9639275,,Steven Resnick,,,fof@nav-capital.com,,List import
338863,,Kim Curbelo,Executive Assistant,Saw Mill Capital L.l.c.,kcurbelo@sawmillcapital.com,914-741-1300,Manual List Upload
11108881,Inactive Investor,Kevin Connell,Chief Compliance Officer;Managing Director,Lyell Wealth Management LP,kevin@lyellwealth.com,,Salesforce
10988245,Inactive Investor,Adam Wiener,,PFS Investments Inc. Tulsa OK 2508 E 71st St,awiener@primerica.com,,Salesforce
9617449,,Eyal Gutman,,,egutman@brack-capital.com,,List import
10864908,Inactive Investor,Angela Hughes,Sales Assistant;Senior Client Service Associate,"Raymond James & Associates, Inc. Tavares FL 531 W Main St",angie.hughes@raymondjames.com,,Salesforce
11094021,Inactive Investor,Brian Peters,Client Service Associate,Morgan Stanley Dublin OH 545 Metro Pl S,,,Salesforce
11066784,Inactive Investor,Jason Priebe,Partner | Wealth Advisor,Magnetic North Tax & Accounting,jpriebe@priebewealth.com,,Salesforce
11131083,Inactive Investor,James Wooten,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10842324,Inactive Investor,Michael Gordon,Wealth Manager,"Osaic Wealth, Inc. Winter Park FL 1555 Howell Branch Rd",,,Salesforce
11093553,Inactive Investor,Ila Sud,Senior Investment Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",ila.sud@rbc.com,,Salesforce
10823502,Inactive Investor,Andrew Crowell,,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",andrew.crowell@wellsfargo.com,,Salesforce
10855831,Inactive Investor,Kevin Latty,,"Raymond James Financial Services, Inc. Alpharetta GA 41 Church St",kevin.latty@raymondjames.com,,Salesforce
10764782,Inactive Investor,Susan Biehl,,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,suzy.biehl@ubs.com,,Salesforce
192647,,Jose Melvin Caballero,,[[Unknown]],jmcaballero7047@gmail.com,,Initial Salesforce Import
11082207,Inactive Investor,Taylor Hammond,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,taylor_hammond@vanguard.com,,Salesforce
11198567,Inactive Investor,Jonathan Spafford,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",jonathan.spafford@ampf.com,,Salesforce
10911141,Inactive Investor,James Hayes,Founder;President,Constellation Wealth Advisors Cincinnati OH 8044 Montgomery Rd,jon.hayes@constellation-wealth.com,,Salesforce
11233433,Inactive Investor,Craig Robinette,Consultant,"OneAmerica Securities, Inc. Columbus OH 4016 Townsfair Way",,,Salesforce
11060151,Inactive Investor,Daniel Klemkosky,Chief Investment Strategist,Wallington Asset Management,dklemkosky@wallingtonasset.com,,Salesforce
10773687,Inactive Investor,Filomena Manganiello,,"Wells Fargo Clearing Services, LLC Katonah NY 262 Katonah Ave",filomena.m.manganiello@wellsfargo.com,,Salesforce
10970051,Inactive Investor,Andrea Gerbrand,Investment Associate,J.P. Morgan Securities LLC Dallas TX 6251 Greenville Ave,andrea.gerbrand@jpmorgan.com,,Salesforce
9575350,,Sabin Raj,,,enline2003@yahoo.com,,List import
9560245,,EJ Riley,,,ejrileyhockey@hotmail.com,,List import
7883,,Peter -,,[[Unknown]],prupcic50@gmail.com,,Direct
10896747,Inactive Investor,Jeremy Hill,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",jeremy.hill@wellsfargo.com,,Salesforce
9640326,,Steven Loman,,,sloman@greshampartners.com,,List import
11259931,Inactive Investor,Viktor Holyanych,Strategy Analyst,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",viktor.holyanych1@nm.com,,Salesforce
11074216,Inactive Investor,Lisa Ford,Financial Advisor,Money Concepts Capital Corp Dallas TX 9330 Lyndon B Johnson Fwy,lford@moneyconcepts.com,,Salesforce
10993149,Inactive Investor,Griffin Venditti,,Key Investment Services LLC Lockport NY 5737 S Transit Rd,,,Salesforce
10831679,Inactive Investor,Stephen Gladstone,Investment Advisor;President,Gladstone Financial LLC Breckenridge CO 61 Co Rd 533,,,Salesforce
9581397,,Michael Lehoisky,,,mlehoisky@permcap.com,,List import
11042832,Inactive Investor,Steven Tardiff,Investment Advisor;President,Advisory Financial Services LLC Dana Point CA 8 Corniche Dr,steve@advisoryfs.com,,Salesforce
11129525,Inactive Investor,Dillon Austin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11063040,Inactive Investor,Sean Shannon,Co-Managing Member;Managing Member,"Monograph Wealth Advisors, LLC",,,Salesforce
11011731,Inactive Investor,Crystal Hall,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,,,Salesforce
10965083,Inactive Investor,Daniel Edwards,Owner,"Dan Edwards Investment Advisory Services, LLC",,,Salesforce
10772768,Inactive Investor,Nepeta Godec,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",nepeta.godec@rbc.com,,Salesforce
10898011,Inactive Investor,Matthew Roach,,"Allen, Mooney & Barnes Brokerage Services, LLC",matthew.roach@ambwealth.com,,Salesforce
10909262,Inactive Investor,Maureen Bigger,Owner,Chesapeake Investment Management LLC,mbigger@chesapeakeim.com,,Salesforce
10928479,Inactive Investor,Patricia Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",patricia.jackson@tiaa.org,,Salesforce
10880617,Inactive Investor,Jane Stark,Owner,Boulder Asset Management,,,Salesforce
9636027,,Farah Fehaili,,,ffehaili@metropolegestion.fr,,List import
9581325,,Eric Brigham,,,ebrigham@trucoin.com,,List import
10858713,Inactive Investor,Andrew Roberts,Wealth Advisor,Financial Advisory Corporation Grand Rapids MI 660 Cascade West Pkwy SE,,,Salesforce
10619107,,Robert Carson,,,robert.carson@morganstanley.com,,List Import
10983279,Inactive Investor,Carolyn Townsend,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",carolyn.townsend@nm.com,,Salesforce
1561,,Rob Pennoyer,,[Unknown],info@robpennoyer.com,,
10822755,Inactive Investor,Erin Barr,,"Raymond James Financial Services, Inc. Akron OH 350 Springside Dr",erin.barr@raymondjames.com,,Salesforce
10959901,Inactive Investor,Leonard Curcio,Senior Regional Leader,PFS Investments Inc. Middletown NY 19 Dewitt St,lennycurcio@primerica.com,,Salesforce
9608709,,David Spack,,,dspack@gmail.com,,List import
9611535,,Robine Tran,,,robine.tran@gmail.com,,List import
9559660,,Alicia Lewis,,,alewis@bamadvisor.com,,List import
11080389,Inactive Investor,Brian Hepburn,,UBS Financial Services Inc.,brian.hepburn@ubs.com,,Salesforce
11195238,Inactive Investor,Connie Maness,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10641290,,Jawad Ahamed,,,jawadalghzy7@gmail.com,,Web Form Fillout
10646196,,Jodi Fleisher,,,jodi.fleisher@morganstanley.com,,List Import
239274,,Roberto Flores,,[Unknown],rafr.personal@gmail.com,,Direct
11186189,Inactive Investor,Peter Lim,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,plim@rwbaird.com,,Salesforce
340524,,Michael Marinic,Chief Operating Officer,Trexquant Investment Lp,michael.marinic@trexquant.com,203-817-0551,Manual List Upload
11095592,Inactive Investor,Anne Cammarata,Registered Associate,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
10995773,Inactive Investor,James Hudson,Portfolio Manager,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
10836326,Inactive Investor,Clay Buttrey,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Franklin TN 725 Cool Springs Blvd,cbuttrey@rwbaird.com,,Salesforce
9559737,,Tribal nation Running wolf,,,nativehawkeyetrucking@gmail.com,,List import
10859373,Inactive Investor,Christopher Brune,President,Cornerstone Financial Consulting LLC,,,Salesforce
11005131,Inactive Investor,Jim Besecker,,J.P. Morgan Securities LLC Houston TX 3203 Southwest Fwy,jim.besecker@chase.com,,Salesforce
9541301,,Ken Stanley,,,stanktwo@gmail.com,,List import
9591769,,Alan Stukalsky,,,alan_stukalsky@yahoo.com,,List import
11044074,Inactive Investor,Kyle Capasso,Chief Operating Officer,CV Advisors LLC,kyle@cv-advisors.com,,Salesforce
11211447,Inactive Investor,Tom Brattain,Financial Advisor,"Osaic Wealth, Inc. Portland OR 10250 SW Greenburg Rd",,,Salesforce
11174512,Inactive Investor,Matthew Dillon,,LPL Financial LLC Lancaster PA 2050 Columbia Ave,,,Salesforce
11178720,Inactive Investor,Janelle Norman,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
10487954,,James Koestner,Senior Vice President - Investments,"RBC Capital Markets, LLC",ernie.koestner@rbc.com,,List Import
10864018,Inactive Investor,William Patterson,Founder;Regulatory Contact,"Silverleafe Capital Partners, LLC",,,Salesforce
10774554,Inactive Investor,Patricia Collie,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Fayetteville NC 1990 Fordham Dr,patricia.collie@morganstanley.com,,Salesforce
9598202,,Claire Mork,,,cmork@financialengines.com,,List import
11148020,Inactive Investor,Gregory Lamonica,Financial Advisor,Edward Jones Tempe AZ 4450 S Rural Rd,greg.lamonica@edwardjones.com,,Salesforce
11022370,Inactive Investor,Jonathan Corteen,,"OneAmerica Securities, Inc. Lincolnshire IL 100 Tri State Intl",,,Salesforce
10803450,Inactive Investor,Candice Chalmers,,"American Fidelity Securities, Inc.",candice.chalmers@af-group.com,,Salesforce
9553219,,Jeremy Hazen,,,jhazen@massmutual.com,,List import
9636059,,Penney Swanson,,,penneyswanson@ashfordadvisors.net,,List import
11105916,Inactive Investor,Anne Ding,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,anne_ding@glic.com,,Salesforce
6837662,,Mohsin Masud,,,mohsinmasud87@gmail.com,,Web Form Fillout
10828119,Inactive Investor,Charles Orban,General Partner,Edward Jones,chuck.orban@edwardjones.com,,Salesforce
10994351,Inactive Investor,Shawn Williams,,PFS Investments Inc. Union NJ 1767 Morris Ave,,,Salesforce
11220051,,Joseph Smith,,,joseph.smith@cbre.com,,Other
11128171,Inactive Investor,Michael Chai,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,mike.chai.lo2i@statefarm.com,,Salesforce
339073,,Donald Gogel,Chairman,"Clayton, Dubilier & Rice, Llc",dgogel@cdr-inc.com,212-407-5200,Manual List Upload
11129164,Inactive Investor,Lawrence Brown,Financial Advisor,Wedbush Securities Inc. Tarzana CA Private Residence,lawrence.brown@wedbush.com,,Salesforce
9583615,,William Sneed,,,william.sneed@dhgwa.com,,List import
4848614,,John Friesen,,,johnpfriesen@gmail.com,,Web Form Fillout
9607336,,Michelle Barry,,,mbarry.blog@pennmutual.com,,List import
10760647,Inactive Investor,Stephen Kohlhofer,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,stephen.kohlhofer@fidelity.com,,Salesforce
11155602,Inactive Investor,Nicholas Panagiotakis,Investment Advisor,Park Avenue Securities LLC Newton PA Private Residence,,,Salesforce
11193442,Inactive Investor,Christian Sabio,,"Raymond James & Associates, Inc. Columbus OH Private Residence",christian.sabio@raymondjames.com,,Salesforce
10808591,Inactive Investor,Christopher Jenkins,Vice President - Wealth Management,UBS Financial Services Inc. Johnson City TN 214 E Mountcastle Dr,chris.jenkins@ubs.com,,Salesforce
10750374,Inactive Investor,Daniel Soto-Alicea,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11227904,,Richard Kos,,Sursum Financial LLC,rkos@sursumfinancial.com,,Web Form Fillout
10964336,Inactive Investor,Khanh Le,,"City National Securities, Inc. New York NY 400 Park Ave",khanh.le@cnb.com,,Salesforce
10926935,Inactive Investor,Nicholas Speldrich,,Fidelity Brokerage Services LLC Henderson NV 27 Candlewyck Dr,,,Salesforce
9556586,,Micah Ethridge,,,micah.ethridge@transamerica.com,,List import
9636085,,Jim Alfaro,,,jalfaro@maximgrp.com,,List import
10841103,Inactive Investor,Jeffrey Watson,,"Avantax Investment Services, Inc. Indianapolis IN 9840 Westpoint Dr",,,Salesforce
11006148,Inactive Investor,Michael Doby,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,mdoby@primerica.com,,Salesforce
11058793,Inactive Investor,Jameson Taunton,Financial Advisor,"Geneos Wealth Management, Inc. Greenville NC 127 Oakmont Dr",,,Salesforce
10835444,Inactive Investor,Michael Enz,Senior Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,michael.enz@ubs.com,,Salesforce
10959322,Inactive Investor,Will Cockett,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,will.cockett@jpmorgan.com,,Salesforce
10803397,Inactive Investor,Antonio Garcia,,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
10780445,Inactive Investor,Matthew Do,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",matthew.do@transamerica.com,,Salesforce
9583573,,Jeremy Lack,,,jlack@athyrium.com,,List import
148528,,MAURICE KENDALL,,[Unknown],mokendall@cox.net,7142317295,
9629704,,Mms Bsna,,,nsodjx@hskks.com,,List import
11029573,Inactive Investor,Brandon Thompson,,"Transamerica Financial Advisors, Inc Reno NV 10775 Double R Blvd",brandon.thompson@tfaconnect.com,,Salesforce
9562794,,Daryna Kravchenko,,,darinakravchenko@gmail.com,,List import
10986854,Inactive Investor,Cassandra Mccullough,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,cmccullough@primerica.com,,Salesforce
10896795,Inactive Investor,William Jenney,Investment Consultant,PNC Investments Schellsburg PA Private Residence,william.jenney@pnc.com,,Salesforce
10432730,,Andrew Kim,,,kims218@wfu.edu,,Web Form Fillout
10771344,Inactive Investor,Roger Paton,,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,,,Salesforce
10944987,Inactive Investor,Julia Ruth,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
11183433,Inactive Investor,Philip Mills,,State Farm VP Management Corp. Saratoga CA 14500 Big Basin Way,phil.mills.jymk@statefarm.com,,Salesforce
10839842,Inactive Investor,Christopher Paoletti,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlottesville VA 650 Peter Jefferson Pkwy",chris.paoletti@tiaa-cref.org,,Salesforce
10921977,Inactive Investor,Richard Siminou,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
10831078,Inactive Investor,Anthony Hough,Branch Manager;Principal,LPL Financial LLC Harlan IA 803 Durant St,tony.l.hough@lpl.com,,Salesforce
11157969,Inactive Investor,Gregory McGuire,,"Raymond James Financial Services, Inc. Chattanooga TN 835 Georgia Ave",greg.mcguire@raymondjames.com,,Salesforce
11034677,Inactive Investor,Bonnie Huff,Regional Leader,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,bonnie.huff@primerica.com,,Salesforce
10974982,Inactive Investor,David Swaney,Financial Planner,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",david.swaney@prudential.com,,Salesforce
9622949,,Michael Shallal,,,webdevshallal@gmail.com,,List import
10647872,,Jerry Reiff,,,jerry.reiff@morganstanley.com,,List Import
10949828,Inactive Investor,Liam Ohrvall,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,liam.ohrvall@fmr.com,,Salesforce
11236060,Inactive Investor,Austin Ballenger,Financial Service Advisor,Blue Ridge Wealth Planners,austin@blueridgewealth.com,,Salesforce
10619243,,Scott Tucker,,,scott.f.tucker@morganstanley.com,,List Import
10948116,Inactive Investor,Braxton Scales,Financial Advisor,"Ameriprise Financial Services, LLC Henderson KY 238 2nd St",,,Salesforce
11113372,Inactive Investor,Todd Persico,,"Calton & Associates, Inc.",todd.persico@calton.com,,Salesforce
10989600,Inactive Investor,Nicholas Martino,Financial Advisor;Financial Planner,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10774977,Inactive Investor,Thomas Moore,Financial Advisor,Edward Jones Jefferson WI 1325 S Rockwell St,thomas.moore@edwardjones.com,,Salesforce
10889349,Inactive Investor,Stacey Nelson,Financial Advisor,Edward Jones Minneapolis MN 3800 American Blvd W,stacey.nelson@edwardjones.com,,Salesforce
11217235,,Bridget Larsen,,,bridget.wherley@psc.com,,Other
10782595,Inactive Investor,Melissa Corrado-Harrison,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor;Senior Portfolio Manager,UBS Financial Services Inc. Denver CO 205 Detroit St,melissa.harrison@ubs.com,,Salesforce
10760930,Inactive Investor,Bradley Backus,Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,bradley.backus@morganstanley.com,,Salesforce
11189996,Inactive Investor,Joshua Buckamneer,,"Charles Schwab & Co., Inc. Tulsa OK 2005 E 21st St",,,Salesforce
10881793,Inactive Investor,Todd Rosenblatt,Financial Advisor;Wealth Advisor,"Private Portfolio Partners, LLC Holmdel NJ 960 Holmdel Rd",,,Salesforce
10920746,Inactive Investor,John Moore,,LPL Financial LLC San Antonio TX 211 N Loop 1604 E,,,Salesforce
10990689,Inactive Investor,Kathleen Barlow,Financial Advisor,Journey Strategic Wealth LLC Midway UT Private Residence,kathleenbarlow@journeysw.com,,Salesforce
9563054,,Mateusz Klosinski,,,cj.mati@wp.pl,,List import
11146934,Inactive Investor,Matthew Kechely,,State Farm VP Management Corp. Rochester MN 1712 37th St NW,matt.kechely.rfrk@statefarm.com,,Salesforce
11133684,Inactive Investor,Daniel Levy,Director;Financial Advisor,UBS Financial Services Inc. Melbourne FL 6905 N Wickham Rd,daniel.levy@ubs.com,,Salesforce
9614214,,Jorg Steyskal,,,blaspina@hotmail.com,,List import
9550027,,Michael Allen,,,mallen@carsoninstitutional.com,,List import
10774438,Inactive Investor,Katherine Knowlton,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Portland OR 121 SW Morrison St",knowltonk@stifel.com,,Salesforce
10978026,Inactive Investor,Rogerio Carvalho,Chief Operations Officer,Aston Capital Management,,,Salesforce
11099597,Inactive Investor,Jerry Bagby,Chief Compliance Officer;Investment Consultant;Investment Manager;Manager;Portfolio Manager,Bagby Wealth Management,jmikebagby@bagbywealth.com,,Salesforce
10797339,Inactive Investor,Rocco Totino,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley New York NY 1 Penn Plz,rocco.v.totino@morganstanley.com,,Salesforce
11013235,Inactive Investor,Samantha Cast,,LPL Financial LLC Mooresville IN 46 Spring Mill Ct,samantha.cast@lpl.com,,Salesforce
42808,,Trenton Geringer,Wealth Management Advisor,"MML Investors Services, LLC",tgeringer@financialguide.com,413-737-8400,
10802930,Inactive Investor,Salvatore Viso,,"Osaic Wealth, Inc. Thousand Oaks CA 100 E Thousand Oaks Blvd",,,Salesforce
11216908,,Edward Gabel,,,edward.gabel@nb.com,,Other
11061638,Inactive Investor,Patrick Thompson,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,patrick.thompson@ubs.com,,Salesforce
77059,,Eric Bilger,Lead Financial Consultant,Thrivent Investment Management Inc.,eric.bilger@thrivent.com,516-997-8282,
374845,,geoffrey cross,,United Commonwealth Bank,gcross@unitedcommonwealth.com,,List Import
10849665,Inactive Investor,Nora Cahue,,"Bessemer Investor Services, Inc. Chicago IL 70 W Madison St",cahue@bessemer.com,,Salesforce
9622087,,Tomás Espinosa,,,jtespinosao@gmail.com,,List import
10893764,Inactive Investor,Joseph Reid,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
10761115,Inactive Investor,John Pacifico,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10647827,,Jahndavid Teschler,,,jteschler@westernwealthgroup.com,,List Import
10967573,Inactive Investor,Kevin Parker,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",,,Salesforce
11054059,Inactive Investor,Kevin Grall,,State Farm VP Management Corp. Oak Creek WI 7003 S Howell Ave,,,Salesforce
11006831,Inactive Investor,Samantha Herrick,,"Northwestern Mutual Investment Services, LLC Alexandria MN 220 22nd Ave E",sam.herrick@nm.com,,Salesforce
10875391,Inactive Investor,Michael Kleekamp,,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",michael.kleekamp@wellsfargoadvisors.com,,Salesforce
11231736,Inactive Investor,Miguel Marin,,"Empower Financial Services, Inc",miguel.marin@empower.com,,Salesforce
11049282,Inactive Investor,Nicole Epelbaum,,UBS Financial Services Inc.,nicole.epelbaum@ubs.com,,Salesforce
10930945,Inactive Investor,Steven Hecht,Chief Compliance Officer;Founder;Investment Advisor;President,"Steven Hecht Investments, Inc.",,,Salesforce
10825507,Inactive Investor,Caroline Burns,,LPL Financial LLC Olive Branch MS 6543 Goodman Rd,caroline.burns@lpl.com,,Salesforce
11124873,Inactive Investor,Gene Barner,Financial Advisor,Edward Jones Oak Harbor WA 144 NE Ernst St,gene.barner@edwardjones.com,,Salesforce
11235484,Inactive Investor,James Murphy,Senior Financial Advisor,Northstar Investment Advisory LLC Provo UT Private Residence,james@northstarmoney.com,,Salesforce
11168972,Inactive Investor,Christopher Merrifield,Director,Flagstar Advisors Beverly Hills CA 9665 Wilshire Blvd,christopher.merrifield@flagstar.com,,Salesforce
370624,,Jake Smith,,United States,jakes4146@gmail.com,,Salesforce
206439,,Sumit Panjwani,,[Unknown],sumitpanjwani111@gmail.com,,source
10756575,Inactive Investor,Tobias Leonardos,Financial Advisor;Financial Planning Specialist,Morgan Stanley San Francisco CA 555 California St,tobias.leonardos@morganstanley.com,,Salesforce
234260,, -,,[[Unknown]],cjonesw62@gmail.com,,
11185145,Inactive Investor,Timothy Sprung,Financial Advisor,Edward Jones Watertown SD 2013 Willow Creek Dr,tim.sprung@edwardjones.com,,Salesforce
10882170,Inactive Investor,Jodi Green,,LPL Financial LLC Salt Lake City UT 3165 E Millrock Dr,jodi.green@lpl.com,,Salesforce
10790608,Inactive Investor,Ryan Souligny,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",ryan.souligny@rbc.com,,Salesforce
9548186,,Casey Clark,,,clark.casey@principal.com,,List import
9575879,,Christian Strzelecki,,,christian@muntzfinancial.com,,List import
11134948,Inactive Investor,Barbara Ellich,Financial Advisor,Thrivent Investment Management Inc. Salem OR 103 McNary Estates Dr N,barbara.ellich@thrivent.com,,Salesforce
10831818,Inactive Investor,Robert Giannini,,"Raymond James Financial Services, Inc. Southport CT 107 John St",robert.giannini@raymondjames.com,,Salesforce
10981674,Inactive Investor,Elaine Doyle,Associate Investment Counselor,Fisher Investments,,,Salesforce
10931490,Inactive Investor,Andrew Walker,Financial Advisor,LPL Financial LLC Orem UT 580 S State St,andy.walker@lpl.com,,Salesforce
10837806,Inactive Investor,Jeffrey White,,LPL Financial LLC El Segundo CA 1730 E Holly Ave,,,Salesforce
10998402,Inactive Investor,Anderson Gue,,J.P. Morgan Securities LLC Oceanside CA 3748 Mission Ave,anderson.gue@chase.com,,Salesforce
11211446,Inactive Investor,Robert Opfer,,"Osaic Wealth, Inc. Cedar Rapids IA 4403 1st Ave SE",,,Salesforce
229073,, -,,[[Unknown]],johnroche.roche@gmail.com,,Organic Search
10886397,Inactive Investor,Jonathan Wynkoop,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",jack.wynkoop@ml.com,,Salesforce
11187828,Inactive Investor,Gary Strangis,Financial Advisor,Edward Jones Burbank CA 3500 W Olive Ave,gary.strangis@edwardjones.com,,Salesforce
10539317,,Brendon whittleston,,,brendonwhittleston@gmail.com,,Web Form Fillout
11023420,Inactive Investor,David Taylor,,"Farmers Financial Solutions, LLC Prattville AL 696 Silver Hills Dr",dtaylor@farmersagent.com,,Salesforce
11202788,Inactive Investor,Suzanne Aerni,Owner,"Vantage Financial Group, Inc.",saerni@vanfin.com,,Salesforce
10757737,Inactive Investor,Lewis Medlin,,"Calton & Associates, Inc. Carthage MO 2102A S Garrison Ave",lmedlin@calton.com,,Salesforce
10909939,Inactive Investor,Scott Hocker,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,scotthocker@statefarm.com,,Salesforce
10980891,Inactive Investor,Chad Steiner,,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",chad.steiner@oneamerica.com,,Salesforce
10785707,Inactive Investor,Wanda Vasse Koerner,,J.P. Morgan Securities LLC Croton on Hudson NY 171 S Riverside Ave,wanda.x.vasse@jpmorgan.com,,Salesforce
10877286,Inactive Investor,Lance Huckaby,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10767854,Inactive Investor,Christopher Vasques,Financial Advisor,Edward Jones Valencia CA 25152 Springfield Ct,chris.vasques@edwardjones.com,,Salesforce
10803742,Inactive Investor,William Seibert,Branch Manager;Managing Director,"Raymond James & Associates, Inc. Houma LA 7731 Park Ave",colin.seibert@raymondjames.com,,Salesforce
9642784,,anton romulo,,,research@strongview.com.ph,,List import
10614524,,Jonathan Dreskin,Financial Advisor,,jdreskin@nationwideplanning.com,,List Import
10966505,Inactive Investor,Tyler Bonitz,Client Service Associate,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",tyler.bonitz@raymondjames.com,,Salesforce
11254242,Inactive Investor,Kenneth Park,Wealth Relationship Manager,Citigroup Global Markets Inc. Thousand Oaks CA 3967 E Thousand Oaks Blvd,,,Salesforce
10900310,Inactive Investor,Jeffrey Wester,,"Osaic Wealth, Inc. Palmetto FL Private Residence",,,Salesforce
11154595,Inactive Investor,Lori Johnson,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,lori.johnson.nt0q@statefarm.com,,Salesforce
11082629,Inactive Investor,Sherry Schock,Associate,Edward Jones Midland MI 700 S Saginaw Rd,sherry.schock@edwardjones.com,,Salesforce
11144814,Inactive Investor,William Oliver,,"The Leaders Group, Inc. Monroe GA 1190 W Spring St",,,Salesforce
11098390,Inactive Investor,William Hester,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. Arden NC 2106 Hendersonville Rd",will.hesteriii@firstcitizens.com,,Salesforce
11169077,Inactive Investor,Nancy Haase,,NYLIFE Securities LLC Tulsa OK 2431 E 61st St,nzanotelli@ft.newyorklife.com,,Salesforce
11158875,Inactive Investor,Jennifer Feeney,Portfolio Associate,Morgan Stanley Denver CO 3033 E 1st Ave,jennifer.feeney@morganstanley.com,,Salesforce
11205545,Inactive Investor,Lynnea Kutcka,Investment Advisor Representative,LPL Financial LLC Highland IN 2845 45th St,lynnea.kutcka@lpl.com,,Salesforce
10866651,Inactive Investor,Lisa Ruelas,,PFS Investments Inc. Ventura CA 701 E Santa Clara St,lisa.ruelas@primerica.com,,Salesforce
11161823,Inactive Investor,Adam Eichler,,"Saybrus Equity Services, LLC Greer SC Private Residence",aeichler@saybruspartners.com,,Salesforce
11020190,Inactive Investor,Brandon McGlothlin,,"W&S Brokerage Services, Inc. Kingsport TN 300 Professional Park Dr",,,Salesforce
11050086,Inactive Investor,Michael Hullen,Investment Advisor Representative;Wealth Advisor,"Liberty Wealth Management, LLC",mhullen@libertygroupllc.com,,Salesforce
372546,,Cezary Odolak,,[Unknown],cezary.odolak@gmail.com,,Salesforce
11107212,Inactive Investor,Mark Erickson,,"Northwestern Mutual Investment Services, LLC Sparta WI 921 W Wisconsin St",mark.erickson@nm.com,,Salesforce
11014654,Inactive Investor,Cameron Smith,,Edward Jones Great Bend KS 1904 Broadway Ave,,,Salesforce
11007608,Inactive Investor,Nicholas Klanke,Financial Advisor,"Osaic Wealth, Inc. Bloomfield Hills MI 33 Bloomfield Hills Pkwy",,,Salesforce
11297097,,KEVIN WU,,,kevintwu11@gmail.com,,Web Form Fillout
10965667,Inactive Investor,Matthew Krugman,,LPL Financial LLC Lafayette IN 100 Executive Dr,,,Salesforce
10843431,Inactive Investor,Tracy Dostal,Financial Advisor,LPL Financial LLC Decorah IA 202 E Water St,tracy.dostal@lpl.com,,Salesforce
10782103,Inactive Investor,David Shih,,Goldman Sachs & Co.,david.shih@gs.com,,Salesforce
2224876,,None None,,,otda_uncounted@aleeas.com,,
10934563,Inactive Investor,Ryan Gill,,The O.N. Equity Sales Company Saint Charles MO 571 Jefferson St,ryangill@onesco.net,,Salesforce
11040249,Inactive Investor,Mark Samel,Member,Choice Asset Management LLC,moshe@choiceam.com,,Salesforce
10895516,Inactive Investor,Christopher Donabedian,Chief Compliance Officer;Chief Executive Officer;Portfolio Manager;Principal,"Ardent Capital Management, Inc. Milford OH 200 Techne Center Dr",chris@ardentcm.com,,Salesforce
11108493,Inactive Investor,Catalina Franco-Cicero,Wealth Advisor,Tobias Financial Advisors,catalina@tobiasfinancial.com,,Salesforce
10645690,,Mahesh Rajagopalan,,,mahesh.rajagopalan@capitalone.com,,List Import
11009054,Inactive Investor,Christie Duggan,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",christie.duggan@nm.com,,Salesforce
10931747,Inactive Investor,Robert Zarrelli,,PFS Investments Inc. Newton NJ 93 Spring St,robert.zarrelli@primerica.com,,Salesforce
11190154,Inactive Investor,Loy Johnson,,"Pruco Securities, LLC. Greenville SC 31 Boland Ct",tripp.johnson@prudential.com,,Salesforce
9555857,,Chad Lackey,,,chad@beaconfa.net,,List import
11234505,Inactive Investor,Anahi Marcos Salvador,,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
11116590,Inactive Investor,Olivia Bloomgarden,,Goldman Sachs & Co.,,,Salesforce
340755,,Elizabeth Bartlett,Chief Business Development Officer,"Pinnacle Capital Management, Llc",lizbartlett@pinnacle-llc.com,315-234-9716,Manual List Upload
11261953,Inactive Investor,Kevin O'Brien,Field Consultant,Dimeo Schneider & Associates LLC,kobrien@dimeoschneider.com,(312) 853-1000,Salesforce
9602885,,Kyle Stacey,,,kyle.stacey@purefinancial.com,,List import
10847784,Inactive Investor,Donald Donnelly,,"Osaic Wealth, Inc. East Setauket NY 3 Mondavi Ln",ddonnelly@royalaa.com,,Salesforce
10915157,Inactive Investor,Justin Shaw,Financial Advisor,Edward Jones North Myrtle Beach SC 1021 Sea Mountain Hwy,,,Salesforce
10979558,Inactive Investor,Stephen Hessinger,,BBVA Securities Inc.,,,Salesforce
10983766,Inactive Investor,Danielle Waton,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",dwaton@financialguide.com,,Salesforce
11031611,Inactive Investor,Joshua Schaubach,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",joshua.schaubach@nm.com,,Salesforce
10933849,Inactive Investor,Alan Wright,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,atwright@ft.newyorklife.com,,Salesforce
9614429,,Brian Glatz,,,brian@capitalwealthllc.com,,List import
11080480,Inactive Investor,Michael Doherty,Executive Director - Investments;Financial Consultant,Oppenheimer & Co. Inc. Melville NY 401 Broadhollow Rd,michael.doherty@opco.com,,Salesforce
9576792,,Chase Williams,,,chase.williams114@gmail.com,,List import
10859003,Inactive Investor,Paul Mcnair,Chief Compliance Officer;Financial Advisor;President,"The Monitor Group, Inc.",paul@themonitorgroup.net,,Salesforce
9629784,,Jan Setet,,,nadi0008@gmail.com,,List import
11128978,Inactive Investor,Aimee Meier,,"Osaic Wealth, Inc. La Crosse WI 3167 Berlin Dr",,,Salesforce
9617436,,Charles Nettleton,,,charlie@healthcorgroup.com,,List import
10882292,Inactive Investor,Matthew Gigstad,Financial Consultant,Thrivent Investment Management Inc. Tucson AZ 5930 E Pima St,matthew.gigstad@thrivent.com,,Salesforce
10983985,Inactive Investor,Alexander Roach,,PFS Investments Inc. Carrollton GA 522 Newnan St,alexander.roach@primerica.com,,Salesforce
168437,,Del Wright,,[Unknown],del.wright.jr@gmail.com,,
10941347,Inactive Investor,Ana Mendez Boanos,Managing Member,"Inversso, LLC",,,Salesforce
10662019,,Michael Sullivan,,,joe@borealisstratcap.com,,List Import
10815414,Inactive Investor,Arnold Riley,,"Raymond James Financial Services, Inc. Sugar Land TX 2245 Texas Dr",rick.riley@raymondjames.com,,Salesforce
9639761,,Fran Lepore,,,flepore@jfed.net,,List import
10885280,Inactive Investor,Michael Nix,Chief Investment Officer,Verity Investment Partners,michael@verityvip.com,,Salesforce
10869303,Inactive Investor,Timothy Stark,Financial Advisor,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",tstark@financialguide.com,,Salesforce
11114343,Inactive Investor,Mitchell Mays,,"MML Investors Services, LLC Lynchburg VA 202 Archway Ct",mmays@massmutual.com,,Salesforce
39880,,Lisa Sandlin,,"Transamerica Financial Advisors, Inc",l.sandlin@transamerica.com,513-326-7000,
10567727,,David Kelley,,,dkelley202020@gmail.com,,Web Form Fillout
11235851,Inactive Investor,Emily Leslie,Financial Advisor,"Hoxton Planning & Management, LLC",emily.leslie@hoxtonpm.com,,Salesforce
10781779,Inactive Investor,Alex Stetter,Head - Lending Advisory,Morgan Stanley,alex.stetter@morganstanley.com,,Salesforce
11055426,Inactive Investor,Jason Oates,Financial Advisor,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 1505 N Hwy 17",jason.oates@wellsfargo.com,,Salesforce
11076097,Inactive Investor,Rachelle Dal Monte,Financial Advisor,"Clarity Wealth Management, L.L.C.",,,Salesforce
11057185,Inactive Investor,James Craig,Financial Planner,LPL Financial LLC Mystic CT Private Residence,douglas.craig@lpl.com,,Salesforce
10644931,,Winita Lau,,,winita.lau@wellsfargo.com,,List Import
11070108,Inactive Investor,Stephen Cote,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",stephen.cote@ml.com,,Salesforce
9602942,,Heather Krengel,,,heatherdavis30@gmail.com,,List import
332908,,Mark Doyle,Founding Partner,Clement Street Capital Llc,mark@clementstreetcapital.com,630-701-9359,Manual List Upload
10804503,Inactive Investor,Tiffany Le,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Campbell CA 30 S 1st St",tiffany.le@schwab.com,,Salesforce
11212927,Inactive Investor,Jerod Bray,Financial Advisor Trainee,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",jerod.bray@ml.com,,Salesforce
10867931,Inactive Investor,Aja Conway,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11131442,Inactive Investor,Amanda Orton,,"Osaic Wealth, Inc. Vista CA 122 Civic Center Dr",aorton@osaicwealth.com,,Salesforce
10774034,Inactive Investor,Luke Karr,,"Northwestern Mutual Investment Services, LLC Mount Pleasant MI 114 E Broadway St",luke.karr@nm.com,,Salesforce
11156850,Inactive Investor,Brian Falls,,LPL Financial LLC Elgin IL 1707 N Randall Rd,,,Salesforce
11195573,Inactive Investor,Richard Hern,,"Cambridge Investment Research, Inc. Stoughton MA Private Residence",,,Salesforce
11016908,Inactive Investor,Tiffany Walls,Senior Client Associate,UBS Financial Services Inc. Napa CA 703 Trancas St,tiffany.walls@ubs.com,,Salesforce
11141211,Inactive Investor,Collin Jewett,Chief Compliance Officer;Managing Member;Owner,Jewett Investments LLC,,,Salesforce
10994722,Inactive Investor,Jeffrey Henderson,,"Ameritas Investment Company, LLC Harrisburg PA 887 S Arlington Ave",jeffrey.henderson@ameritas.com,,Salesforce
9609356,,Modibo Hylton,,,dibohylton@yahoo.com,,List import
10940838,Inactive Investor,Keaton Dolan,Financial Advisor,Edward Jones Wichita Falls TX 4214 Kell Blvd,keaton.dolan@edwardjones.com,,Salesforce
11060995,Inactive Investor,Kevin Kase,Regional Leader,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,kevin.kase@primerica.com,,Salesforce
10820417,Inactive Investor,Philip Caso,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",philip_caso@ml.com,,Salesforce
11045750,Inactive Investor,Kay Demito,Practice Support Associate,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,kay.demito@thrivent.com,,Salesforce
9605041,,David Honold,,,dhonold@patriotfp.com,,List import
10805116,Inactive Investor,Douglas Lockwood,,LPL Financial LLC Manasquan NJ 2424 Hwy 34,doug.lockwood@wfafinet.com,,Salesforce
218845,,Todd Welhoelter,,[Unknown],toddwelhoelter@gmail.com,,Direct
9590021,,Scott Burg,,,sburg@deerparkrd.com,,List import
10867058,Inactive Investor,Blake Jordan,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fairfax VA 11350 Random Hills Rd",blake.jordan@tfaconnect.com,,Salesforce
10820499,Inactive Investor,Julianna Conlan,,Janney Montgomery Scott LLC Berwyn PA 1235 Westlakes Dr,jconlan@janney.com,,Salesforce
10960380,Inactive Investor,Connor Hutchinson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
336036,,John Rich,Partner,Fulham & Co,johnr@fulhamco.com,781-235-2266,Manual List Upload
9563734,,Tiffany Delisi,,,tdelisi@massmutual.com,,List import
10829884,Inactive Investor,Garnett Keith,Chairman;Chairman Emeritus,Seabridge Investment Advisors LLC Brookhaven GA 1777 Northeast Expy NE,gkeith@seabridge.com,,Salesforce
10603641,,Dominic Napolitano,"Chief Executive Officer, Founder, Limited Partner, Managing Member, Regulatory Contact",Talson Capital Management L.P.,dom@talsonpartners.com,,List import
11093449,Inactive Investor,Linda Silver,,NYLIFE Securities LLC Bettendorf IA 2705 Kimberly Rd,llsilver@ft.newyorklife.com,,Salesforce
10860647,Inactive Investor,Fabian Aviles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3480 E Broadway Blvd",fabian.aviles2@ml.com,,Salesforce
10787980,Inactive Investor,Robert Purvis,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Springfield MO 1815 S Holland Ave",robert.purvis@valic.com,,Salesforce
10814491,Inactive Investor,Gregory Timbas,Financial Advisor,Edward Jones Manchester NH 68 Webster St,greg.timbas@edwardjones.com,,Salesforce
10782229,Inactive Investor,Adam Carlin,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Miami FL 220 Alhambra Cir,adam.carlin@morganstanley.com,,Salesforce
10799950,Inactive Investor,John Shaw,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",john_d_shaw@ml.com,,Salesforce
10932773,Inactive Investor,Andrew Filler,Financial Consultant,Thrivent Investment Management Inc. Coopersburg PA 23 S Main St,andrew.filler@thrivent.com,,Salesforce
11061991,Inactive Investor,Nathaniel Kaup,Chief Compliance Officer;Partner,M. Austin Investments,,,Salesforce
11042773,Inactive Investor,Brian Stiff,,"Allstate Financial Services, LLC Louisville KY 201 Townepark Cir",bstiff@allstate.com,,Salesforce
9581788,,Arjun Raghavan,,,arjun.raghavan@partners-cap.com,,List import
10606400,,Fraj Lazreg,"Portfolio Manager, Regional Director",Money Concepts,flazreg@moneyconcepts.com,845-398-0097,List Import
159763,,Sonny Shah,,[Unknown],s2sonny@yahoo.com,,Paid Social
151513,,gonzalo Cavenaghi,,[Unknown],gcavenaghi@gmail.com,,Organic Search
10933886,Inactive Investor,Marchel Rogers,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,marchel.rogers@primerica.com,,Salesforce
9563867,,Spiro Nanakos,,,snanakos@jhme.net,,List import
11061312,Inactive Investor,Richard Barnes,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
11064269,Inactive Investor,Bruce Ward,,NYLIFE Securities LLC Mount Vernon WA Private Residence,bward@ft.newyorklife.com,,Salesforce
11014315,Inactive Investor,James Beckstrom,,J.P. Morgan Securities LLC Clarkston MI 6670 Dixie Hwy,,,Salesforce
10756777,Inactive Investor,Patrick Dunbar,Registered Associate,Morgan Stanley Richmond VA 901 E Byrd St,holt.dunbar@msgraystone.com,,Salesforce
11012123,Inactive Investor,Joshua Spears,,State Farm VP Management Corp. Saint Albans WV 120 Walnut St,,,Salesforce
10788511,Inactive Investor,Douglas Pelz,,NYLIFE Securities LLC Nampa ID Private Residence,dpelz@ft.newyorklife.com,,Salesforce
11055604,Inactive Investor,William Amatuzzo,,Commonwealth Financial Network Pleasantville NY 427 Bedford Rd,wamatuzzo@commonwealth.com,,Salesforce
10799999,Inactive Investor,Edward Reames,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Florence SC 1831 W Evans St,ereames@janney.com,,Salesforce
11235776,Inactive Investor,Jennifer Murray,Principal;Wealth Manager,"Modera Wealth Management, LLC New Providence NJ 139 South St",jenniferm@moderawealth.com,,Salesforce
10753907,Inactive Investor,Kathrina Papio,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",papiok@stifel.com,,Salesforce
10950017,Inactive Investor,John Pivirotto,,LPL Financial LLC Burlingame CA 233 Bloomfield Rd,john.pivirotto@lpl.com,,Salesforce
11163070,Inactive Investor,Douglas Evans,Chief Investment Officer;Partner,"Callan Family Office, LLC Radnor PA 201 King of Prussia Rd",,,Salesforce
11108509,Inactive Investor,Kelly Lynch,Vice President - Investments,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",kelly.lynch@wfa.com,,Salesforce
9544458,,Dan Hu,,,dhu@newhollandcapital.com,,List import
337914,,Grant Hulse,"Chief Financial Officer, Chief Operating Officer","Steelhead Partners, Llc",grant@steelhead.com,206-307-0910,Manual List Upload
11209396,Inactive Investor,John Botrous,Financial Advisor,Edward Jones Riverside CA 4187 Flat Rock Dr,john.botrous@edwardjones.com,,Salesforce
11002720,Inactive Investor,Betty Ludeke,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,bludeke@moneyconcepts.com,,Salesforce
11206341,Inactive Investor,Roger Sims,,NYLIFE Securities LLC High Point NC 2023 La Dora Dr,rdsims@ft.newyorklife.com,,Salesforce
10842584,Inactive Investor,Ralph Scott,Chief Investment Officer;Executive Vice President;Portfolio Manager;Trustee,"L & S Advisors, Inc Los Angeles CA 12121 Wilshire Blvd",rscott@lsadvisors.com,,Salesforce
10880677,Inactive Investor,Anthony Furnari,,"Allstate Financial Services, LLC Westbury NY 239 Post Ave",anthonyfurnari@allstate.com,,Salesforce
10961560,Inactive Investor,Todd Hyatt,Chief Compliance Officer,"Torren Management, LLC San Diego CA 5173 Waring Rd",,,Salesforce
11200671,Inactive Investor,Gregory Murphy,Financial Consultant,"New Century Financial Group, LLC",gmurphy@ncfg.com,,Salesforce
9581488,,James Kruzan,,,jim.kruzan@kaydanwealth.com,,List import
10960593,Inactive Investor,Momin Khan,,"Osaic FA, Inc. Seabrook NH 19 Batchelder Rd",momin.khan@lfg.com,,Salesforce
10871074,Inactive Investor,Michael Helke,Chief Compliance Officer,"Sage Advisors, LLC",mhelke@sageadvisorsllc.com,,Salesforce
348463,,Eric Capp,Partner,Pemberton Capital Advisors Llp,eric.capp@pembertonam.com,440-207-9939300,Manual List Upload
42266,,Ronald Wood,Senior Vice President - Investments,"Synovus Securities, Inc.",ronwood@synovus.com,256-551-3346,
371253,,bernd berg,,[Unknown],bernd@spiritblockchain.com,,Salesforce
10647585,,Elizabeth Thorpe,,,betsy.thorpe@wellsfargoadvisors.com,,List Import
11105121,Inactive Investor,Crystal LaRocca,,Edward Jones Las Vegas NV 10620 Southern Highlands Pkwy,crystal.larocca@edwardjones.com,,Salesforce
10505836,,John Laughlin,CEO,"Summit Asset Management, LLC",john@summitassetmanagement.com,901-729-8100,List import
11255462,Inactive Investor,Benjamin Hoffmann,Financial Advisor,"Marcum Wealth, LLC Philadelphia PA 1601 Market St",ben.hoffmann@marcumwealth.com,,Salesforce
235982,, -,,[[Unknown]],shaodongpoon@yahoo.com,,
209038,,Dave Berreth,,[Unknown],david_berreth@hotmail.com,,source
11190069,Inactive Investor,Charlotte Moore,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10783785,Inactive Investor,Colleen Laudermilch,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,colleen_laudermilch@vanguard.com,,Salesforce
10816952,Inactive Investor,Barry Wood,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 4718 Duval St",barry.c.wood@ampf.com,,Salesforce
9550759,,Jessie Tran,,,jessie.tran@transamerica.com,,List import
10758536,Inactive Investor,Andre Goddard,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Visalia CA 400 E Main St",andre.goddard@wellsfargoadvisors.com,,Salesforce
10987251,Inactive Investor,Kathleen Lippold,,"Brokers International Financial Services, LLC. West Des Moines IA Private Residence",klippold@brokersifs.com,,Salesforce
11004383,Inactive Investor,Beth Hahn,,"Osaic Wealth, Inc. Milwaukee WI 7111 W Edgerton Ave",,,Salesforce
9582241,,Gregg Dawson,,,g.dawson@kmsfinancial.com,,List import
10766601,Inactive Investor,Laura Hopson,Financial Advisor,Edward Jones Ballwin MO 16497 Clayton Rd,laura.hopson@edwardjones.com,,Salesforce
11169813,Inactive Investor,Scott Hurt,,"Raymond James Financial Services, Inc. Evansville IN 123 NW 4th St",scott.hurt@raymondjames.com,,Salesforce
11104500,Inactive Investor,Tyler West,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",tyler.k.west@nm.com,,Salesforce
10972224,Inactive Investor,Louis Mantush,Financial Advisor,McAdam LLC Chicago IL 230 W Monroe St,louis.mantush@mcadamfa.com,,Salesforce
10837440,Inactive Investor,Jody Duncan,Financial Planner;Managing Member,"Insight Advisors NW, LLC",jody@insightadvisorsnw.com,,Salesforce
119543,,Ashish Mathews,,FSC Securities Corporation,amathews@fscadvisor.com,770-916-6500,
10755154,Inactive Investor,Peter Anderson,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",,,Salesforce
9543038,,Kintu .,,,sangwnakintu@gmail.com,,List import
198093,,Mark Manson,,[Unknown],mark0251@yahoo.com,,
11148558,Inactive Investor,Patrick Lawrence,Financial Planner;Investment Advisor Representative,"Equitable Advisors, LLC Lewes DE Private Residence",patrick.lawrence@equitable.com,,Salesforce
245790,,Not Provided,Government Relations Consultant,Becker,cfana@beckerlawyers.com,,Manual List Upload
10770681,Inactive Investor,Jill Barkley,Senior Client Service Associate,Morgan Stanley Indianapolis IN 800 E 96th St,jill.barkley@morganstanley.com,,Salesforce
11126170,Inactive Investor,Eric Croft,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11126740,Inactive Investor,Jorge Valdes,Chief Executive Officer;President,Financial Designs Wealth Management,,,Salesforce
11132825,Inactive Investor,Vivian Cosio,,NYLIFE Securities LLC Cincinnati OH Private Residence,vcosio@ft.newyorklife.com,,Salesforce
10644231,,Michael Van Etten,,,mike.vanetten@schwab.com,,List Import
10855927,Inactive Investor,Shyamli Milam,Partner,Perennial,smilam@perennial.com,,Salesforce
11204482,Inactive Investor,Edwin Baldrige,,"Modera Wealth Management, LLC Allentown PA 7540 Windsor Dr",ebaldrige@moderawealth.com,,Salesforce
238189,, -,,[[Unknown]],sunjoe88@gmail.com,,Organic Search
11118770,Inactive Investor,Brendan Morrison,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,bmorrison03@ft.newyorklife.com,,Salesforce
11231177,Inactive Investor,Christopher Direnzo,,"Raymond James Financial Services, Inc. Reading PA 2747 Century Blvd",christopher.direnzo@raymondjames.com,,Salesforce
10770212,Inactive Investor,Gretchen Nowag,Regional Vice President,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,gretchen.nowag@primerica.com,,Salesforce
9543742,,Michael Terrery,,,mjtdmd@ptd.net,,List import
10842764,Inactive Investor,Wynn Fortner,,LPL Financial LLC Omaha NE 1824 N 169th Plz,,,Salesforce
10877592,Inactive Investor,Giovanni Olomo,,Lazard Asset Management Securities LLC,olomog@lazard.com,,Salesforce
11065481,Inactive Investor,Alexsa Donoghue,,Mutual of America Securities LLC Glastonbury CT 95 Glastonbury Blvd,alexsa.donoghue@mutualofamerica.com,,Salesforce
11103024,Inactive Investor,Michael Delaney,Financial Advisor,Edward Jones Litchfield IL 614 W Union Ave,mike.delaney@edwardjones.com,,Salesforce
11048713,Inactive Investor,Griffin Sivret,Director - Operations;Member;Regulatory Contact;Wealth Manager,Manchester Capital Management LLC,gsivret@mcmllc.com,,Salesforce
4487321,,Tamara McLendon-Coleman,,,tmclendoncoleman@tradestation.com,,Web Form Fillout
10850221,Inactive Investor,Timothy Videnka,Chief Compliance Officer;Chief Investment Officer;Managing Member;Principal,Forza Wealth Management,videnka@forzawealth.com,,Salesforce
10894877,Inactive Investor,Gregory Hollander,,"Raymond James Financial Services, Inc. Saratoga Springs NY 358 Broadway",gregory.hollander@raymondjames.com,,Salesforce
11138527,Inactive Investor,Madison Clement,Registered Client Service Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,,,Salesforce
11149100,Inactive Investor,Zihao Yang,,Jefferies LLC,zyang@jefferies.com,,Salesforce
11221017,,Brett Christensen,,,bchristensen@wealthenhancement.com,,List Import
11154694,Inactive Investor,Michal Danziger,,Citigroup Global Markets Inc.,,,Salesforce
10867257,Inactive Investor,Iris Kuwaye,,State Farm VP Management Corp. Hilo HI 9 Lei St,iris.kuwaye.gawg@statefarm.com,,Salesforce
10898356,Inactive Investor,Dennis Hou,Financial Advisor,"MML Investors Services, LLC Hacienda Heights CA Private Residence",dhou@financialguide.com,,Salesforce
11126603,Inactive Investor,Adam Parker,Investment Consultant,"Charles Schwab & Co., Inc. Greenville SC 12 E Washington St",,,Salesforce
10802212,Inactive Investor,Patrick Lampe,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC The Villages FL Private Residence",dean.lampe@wfafinet.com,,Salesforce
10822189,Inactive Investor,Andrew Cowan,Financial Advisor;Vice President,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",andrew.cowan@rbc.com,,Salesforce
10781424,Inactive Investor,Robert Flermoen,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,robert.flermoen@morganstanley.com,,Salesforce
9600333,,Diego Roma,,,droma@hotmail.com,,List import
11168609,Inactive Investor,Alena Bruster,,J.P. Morgan Securities LLC Lawrence Township NJ 3373 US Hwy 1,alena.bruster@chase.com,,Salesforce
10851750,Inactive Investor,Lauren Hejl,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,lauren.hejl@fidelity.com,,Salesforce
11095350,Inactive Investor,Joseph Heyer,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,joseph.heyer@morganstanley.com,,Salesforce
11119288,Inactive Investor,Matthew Hennig,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,matthewhennig@statefarm.com,,Salesforce
10913205,Inactive Investor,Jason Kyzer,Financial Advisor,Edward Jones Lexington SC 127 Library Hill Ln,jason.kyzer@edwardjones.com,,Salesforce
11105377,Inactive Investor,Edward Melton,Financial Advisor,Edward Jones Hartsville SC 1025 W Carolina Ave,edward.melton@edwardjones.com,,Salesforce
9552297,,Robert Cole,,,rob.cole@surveyor-capital.com,,List import
10761334,Inactive Investor,Steven Lvovsky,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",steve_lvovsky@ml.com,,Salesforce
10900617,Inactive Investor,Douglas Richey,Financial Advisor,LPL Financial LLC Pittsburgh PA 9043 Perry Hwy,douglas.richey@lpl.com,,Salesforce
10787295,Inactive Investor,Dino Bryant,Regional Vice President,PFS Investments Inc. Ambler PA 1012 N Bethlehem Pike,dino.bryant@primerica.com,,Salesforce
9619472,,Robert Mitchell,,,rmitchell@bamadvisor.com,,List import
10876696,Inactive Investor,Kiara Love,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
352792,,Laura Guttman,Vice President,"Bruce S. Brickman & Associates, Inc.",lguttman@brickmanre.com,212-541-5500,Manual List Upload
11102051,Inactive Investor,James Horst,,"Osaic Wealth, Inc. Spencer IA Private Residence",,,Salesforce
5322639,,DAVIN VISAAL,,,cotewom129@teknowa.com,,Web Form Fillout
10658702,,Richard Batliner,,,richardbatliner@afpadvisor.com,,List Import
11146162,Inactive Investor,Lee Minsk,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",lee.minsk@wellsfargoadvisors.com,,Salesforce
10785807,Inactive Investor,Laura Davila,,"Frost Brokerage Services, Inc. San Marcos TX 221 Wonder World Dr",ldavila@frostbank.com,,Salesforce
237626,, -,,[[Unknown]],accounts@broxted.io,,
240580,,Deborah Heindel,"Vice President, Public Relations",State Street Global Advisors,dheindel@statestreet.com,,Event
10837205,Inactive Investor,Geoffrey Japchen,Senior Vice President - Investments,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",geoffrey.japchen@raymondjames.com,,Salesforce
11155737,Inactive Investor,Justin Pucci,,"Raymond James & Associates, Inc. Goshen NY 500 Canal St",justin.pucci@raymondjames.com,,Salesforce
11097192,Inactive Investor,Guy Ellison,Financial Advisor,Thrivent Investment Management Inc. Puyallup WA 437 29th St NE,guy.ellison@thrivent.com,,Salesforce
10945290,Inactive Investor,Casey Moag,,"Bankers Life Securities, Inc. Ocala FL 1700 SE 17th St",casey.moag@bankerslife.com,,Salesforce
11112749,Inactive Investor,Connie Hertzler,,"Kestra Investment Services, LLC Chesterfield MO 16020 Swingley Ridge Rd",,,Salesforce
11090971,Inactive Investor,Lovella McKim,Wealth Strategy Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,,,Salesforce
10807372,Inactive Investor,Taylor Gobble,First Vice President,"Stifel, Nicolaus & Company, Incorporated Las Cruces NM 4400 N Sonoma Ranch Blvd",taylor.gobble@stifel.com,,Salesforce
11128593,Inactive Investor,Keith Lacroix,Financial Advisor,Edward Jones Barre VT 1 Conti Cir,keith.lacroix@edwardjones.com,,Salesforce
11147334,Inactive Investor,Craig Miller,Wealth Advisor,LPL Financial LLC Murfreesboro TN 215 Castlewood Dr,,,Salesforce
10884114,Inactive Investor,Derek Newton,,"Allstate Financial Services, LLC Moline IL 3311 Avenue of the Cities",derek.newton@allstate.com,,Salesforce
10935983,Inactive Investor,Frederick Ballenger,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,frederick.ballenger@fmr.com,,Salesforce
9621397,,Shawn Sazegari,,,greatlife2be@gmail.com,,List import
10761668,Inactive Investor,Barbara Nelson,,Robert W. Baird & Co. Incorporated,bnelson@rwbaird.com,,Salesforce
10841387,Inactive Investor,Alfons Grace,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,alfons.grace@primerica.com,,Salesforce
10955810,Inactive Investor,Brian Connelly,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10914712,Inactive Investor,Douglas McCowen,,"Osaic Wealth, Inc. Trabuco Canyon CA Private Residence",,,Salesforce
11218441,,Charles Horvath,,,charles.horvath@jpmorgan.com,,List Import
9608570,,Michael Feldman,,,michaelefeldman@gmail.com,,List import
10961286,Inactive Investor,Shruti Prabhu,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10924174,Inactive Investor,Joshua Christianson,Financial Advisor,Edward Jones Casper WY 210 S Wolcott St,josh.christianson@edwardjones.com,,Salesforce
11083289,Inactive Investor,Kenward Stone,,"Osaic Wealth, Inc. Cincinnati OH 10101 Alliance Rd",,,Salesforce
10805169,Inactive Investor,Alan Skidmore,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",alan_skidmore@ml.com,,Salesforce
11150289,Inactive Investor,Martin Gewing,Financial Advisor,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",martin.gewing@prudential.com,,Salesforce
10852549,Inactive Investor,Judson Mallini,Co-Founder;Financial Planner;Member;Regulatory Contact,Together Planning,jmallini@togetherplanning.com,,Salesforce
11020484,Inactive Investor,Som Mohapatra,Chief Compliance Officer;Chief Investment Officer;Co-Founder,Quantbase,som@getquantbase.com,,Salesforce
11197590,Inactive Investor,Warren Schliiter,,"Sila Financial, LLC Ketchum ID Private Residence",,,Salesforce
11044012,Inactive Investor,Dorothy Palfini,Investment Advisor,Cavalot Capital Redding CA 448 Redcliff Dr,dorothy@cavalotcapital.com,,Salesforce
9632295,,David Anderson,,,dcanderson031@gmail.com,,List import
234210,, -,,[[Unknown]],59839200@qq.com,,
9600179,,Richard Nelson,,,rnelson@richardnelson.com,,List import
9560065,,Daniel Chamberlin,,,daniel.chamberlin@securitiesamerica.com,,List import
11212260,Inactive Investor,Phillip Wengrovitz,Financial Planner;Senior Vice President - Investments,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",phil.wengrovitz@raymondjames.com,,Salesforce
11007888,Inactive Investor,Aaron Grahlman,Financial Advisor,United Advisor Group,,,Salesforce
345969,,Vadim Fishman,CEO & Co-Founder,Turing Technology Advisors,dim27@comcast.net,,
10931413,Inactive Investor,Andrew Urkowitz,,CIBC World Markets Corp.,,,Salesforce
10828832,Inactive Investor,Shirley Stoneman,Senior Vice President - Investments,"Raymond James & Associates, Inc. Asheville NC 60 N Market St",shirley.stoneman@raymondjames.com,,Salesforce
11200749,Inactive Investor,Sandra Barron,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,sandra.barron@primerica.com,,Salesforce
9611764,,Brandon Primeau,,,primeau100th@gmail.com,,List import
10967181,Inactive Investor,Fabian Montoya,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,fabian.montoya@jpmorgan.com,,Salesforce
10659685,,Neil Riordan,,,nriordan@federallife.com,,List Import
11068657,Inactive Investor,Erik Lembcke,Chief Compliance Officer;President;Wealth Advisor,URS Advisory,erik@ursadvisory.com,,Salesforce
9547162,,Charlie Manger,,,charlie@development-investment.com,,List import
11158808,Inactive Investor,Louise Wong,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,louise.wong@jpmorgan.com,,Salesforce
10596976,,Clare Suereth,,,clarer.suereth@gmail.com,,Web Form Fillout
11072866,Inactive Investor,Raghavendra Datla,,Citigroup Global Markets Inc.,,,Salesforce
10618355,,David Salamone,,,d_salamone@ml.com,,List Import
11216865,,Kerrick Bubb,,,kerry.bubb@lpl.com,,List Import
9606684,,sesharao paruchuri,,,psesharao@hotmail.com,,List import
11136169,Inactive Investor,Gail Gunter,,LPL Financial LLC Louisville KY 6801 Dixie Hwy,gail.gunter@lpl.com,,Salesforce
11260372,Inactive Investor,Christian Tingle,,Evercore Group L.L.C.,,,Salesforce
9549118,,Dawn Wolfgram,,,wolfgram.dawn@principal.com,,List import
10885661,Inactive Investor,Andre Solis,,Lincoln Investment Tucson AZ 2850 N Swan Rd,asolis@lincolninvestment.com,,Salesforce
10885698,Inactive Investor,Thomas Stadum,Chief Compliance Officer;Chief Executive Officer;Founder,Fjell Capital,tstadum@fjellcapital.com,,Salesforce
10822970,Inactive Investor,Joel Morawski,,LPL Financial LLC Buffalo NY 1967 Wehrle Dr,joel.morawski@lpl.com,,Salesforce
10658282,,Brent Stephens,,,brent_stephens@keybank.com,,List Import
11060692,Inactive Investor,Andrew Schantz,,NYLIFE Securities LLC Fresno CA Private Residence,aschantz@ft.newyorklife.com,,Salesforce
11236418,Inactive Investor,Silvio Bettinelli,Financial Advisor,Fermata Advisors,,,Salesforce
9946401,,Ricardo Garcia,,,rr2837704@gmail.com,,Web Form Fillout
10857852,Inactive Investor,Thomas Kelly,,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",thomas.kelly@prudential.com,,Salesforce
229653,, -,,[[Unknown]],jgokana@yahoo.com,,
10988716,Inactive Investor,Joseph Duran,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,josephdduran@primerica.com,,Salesforce
10923412,Inactive Investor,Ellen Long,Chief Compliance Officer;Co-Founder;Consultant,Long Family Office Wilmington NC 5101 Dunlea Ct,ellen@longinvestmentadvisory.com,,Salesforce
50831,,Greg Garabedian,"CEO, President, Founder, & Chief Compliance Officer",Garabedian Wealth Management Group,greg@garabedianwealth.com,626-795-7200,Manual List Upload
10613462,,Vania Markarian,"Financial Advisor, Vice President",,vania.markarian@ubs.com,,List Import
10810723,Inactive Investor,Ilona Box,Managing Director,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",ilona.sawin@raymondjames.com,,Salesforce
10770011,Inactive Investor,Ben J Shrider,Compliance Testing Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilliard OH Private Residence",ben.j.shrider@bofa.com,,Salesforce
11077886,Inactive Investor,Jamison Banna,,Cape Securities Inc. Missoula MT 210 N Higgins Ave,,,Salesforce
10696147,,Monica CALABRESE,,MIURA CAPITAL LLC,mcalabrese@lifeinvestwealth.com,,List Import
10985289,Inactive Investor,Tenesha Carter,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,tenesha.carter@ncsecu.org,,Salesforce
11143832,Inactive Investor,Steven Jones,,"Raymond James Financial Services, Inc. Longmont CO 477 Main St",steven.jones@raymondjames.com,,Salesforce
9576309,,Pamela Young,,,pyoung@pksinvest.com,,List import
10510873,,Rishi Rajan,Senior Vice President,Vest Financial,rrajan@vestfin.com,,List Import
11122274,Inactive Investor,Christopher Larue,,"Raymond James & Associates, Inc.",christopher.larue@raymondjames.com,,Salesforce
10863121,Inactive Investor,Joseph Viola,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",,,Salesforce
11066477,Inactive Investor,Tyler Hicks,,"Charles Schwab & Co., Inc. Saint Louis MO Private Residence",,,Salesforce
11044082,Inactive Investor,Harry Mullen,Wealth Advisor,"IFG Advisory, LLC",,,Salesforce
9580054,,Richard Cuccioli,,,rcuccioli@gmail.com,,List import
10756243,Inactive Investor,Brian Percy,Senior Client Service Associate,Morgan Stanley Traverse City MI 300 E Front St,brian.percy@morganstanley.com,,Salesforce
10871931,Inactive Investor,Nathan High,Financial Advisor,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",nathan.high@ampf.com,,Salesforce
11060189,Inactive Investor,Mark White,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,mark.white3@fmr.com,,Salesforce
11130124,Inactive Investor,David Bossio,Financial Advisor,Park Avenue Securities LLC Princeton NJ 5 Vaughn Dr,david_m_bossio@glic.com,,Salesforce
10510525,,Kevin Gopaul,CEO,ETF Solutions Inc.,kevin.gopaul@etfsolutions.ca,,List Import
10878812,Inactive Investor,Carol Trueg,Financial Advisor,Edward Jones Glendale AZ 8160 W Union Hls Dr,carol.trueg@edwardjones.com,,Salesforce
10880465,Inactive Investor,Kristina Huh,,"PHX Financial, Inc.",khuh@phoenixinc.com,,Salesforce
10876821,Inactive Investor,Nicholas Deneault,Financial Advisor,LPL Financial LLC Charlotte NC 5950 Fairview Rd,nicholas.deneault@lpl.com,,Salesforce
10658381,,Ryan Dahl,,,rdahl@aam.us.com,,List Import
10759626,Inactive Investor,Matthew Zepp,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",matthew.zepp@schwab.com,,Salesforce
10878545,Inactive Investor,Dennis Clark,,"Cambridge Investment Research, Inc. Littleton CO 13984 W Bowles Ave",,,Salesforce
127524,,Phoebe Addice,"Property, Casualty Advisor","Signaturefd, Llc",phoebe.addice@signaturefd.com,404-253-7600,Manual List Upload
11236322,Inactive Investor,Rebekah Stever,Financial Wellness Consultant,Creative Planning,rebekah.stever@creativeplanning.com,,Salesforce
11238254,Inactive Investor,Ashley Harris,,The Molpus Woodlands Group,aharris@molpus.com,,Salesforce
9617296,,michael collett,,,michael@ibizablockchain.com,,List import
10987405,Inactive Investor,Guadalupe Pulido,,J.P. Morgan Securities LLC Fort Worth TX 9440 Clifford St,guadalupe.pulido@jpmorgan.com,,Salesforce
11173582,Inactive Investor,Matthew Rotella,Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",matthew.r.rotella@ampf.com,,Salesforce
11183581,Inactive Investor,Evelyn Ignacio,,PFS Investments Inc. Los Angeles CA 145 S Fairfax Ave,evelyn.ignacio@primerica.com,,Salesforce
10611759,,Scott Phelps,Financial Advisor,,scott.phelps@wellsfargoadvisors.com,,List Import
10824455,Inactive Investor,Jason Bowens,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",jason.bowens@ml.com,,Salesforce
10880745,Inactive Investor,Yusleydis Morrison,Premier Banker,"Wells Fargo Clearing Services, LLC Miami FL 8550 Coral Way",yusleydis.morrison@wellsfargo.com,,Salesforce
11122615,Inactive Investor,Mary Biles,Director - Field Supervision,Edward Jones Tempe AZ 8620 S River Pkwy,mary.radcliff@edwardjones.com,,Salesforce
10951249,Inactive Investor,Jacqueline Armstrong,Relationship Manager,"Oxford Financial Group, Ltd",jarmstrong@ofgltd.com,,Salesforce
9602097,,Giuseppe Piazza,,,capellicrespi@gmail.com,,List import
9642364,,Jack Oliver,,,jack@jackloliver.com,,List import
10947774,Inactive Investor,Joseph Impastato,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,joseph.impastato@jpmorgan.com,,Salesforce
11079305,Inactive Investor,Adam Ahrenholz,Financial Advice Sales Consultant;Senior Regional Financial Advice Sales Consultant,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",adam.ahrenholz@ampf.com,,Salesforce
11034771,Inactive Investor,Karen Benedict,,LPL Financial LLC Herndon VA 200 Spring St,karen.benedict@lpl.com,,Salesforce
11187686,Inactive Investor,Stephanie Osum,,Goldman Sachs & Co.,,,Salesforce
10765067,Inactive Investor,Richard Dellarusso,Financial Advisor;Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,richard.dellarusso@ubs.com,,Salesforce
11152476,Inactive Investor,Brian Kaufman,,"Osaic Wealth, Inc. Farmington MI 28470 W 13 Mile Rd",,,Salesforce
11114861,Inactive Investor,Amanda Eickhoff,,The Huntington Investment Company Flint MI 328 S Saginaw St,amanda.eickhoff@huntington.com,,Salesforce
11151255,Inactive Investor,David Siegel,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",david.siegel@nm.com,,Salesforce
346454,,James Kaplan,Managing Member,"Cubic Asset Management, Llc",jkaplan@cubic-am.com,617-456-1373,Manual List Upload
10856762,Inactive Investor,Thomas Roberts,,"Raymond James Financial Services, Inc. Lexington KY 3101 Mapleleaf Dr",,,Salesforce
7086307,,sedf yujhg,,23,yasesib866@luxeic.com,8009874569,Web Form Fillout
10971792,Inactive Investor,Kirsten Comment,Investment Specialist,J.P. Morgan Securities LLC Cincinnati OH 8044 Montgomery Rd,kirsten.comment@jpmorgan.com,,Salesforce
10829354,Inactive Investor,Terry Jones,,"Avantax Investment Services, Inc. Falls Church VA 211 Katie Ct",,,Salesforce
10908457,Inactive Investor,Arden Godshall,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",arden.godshall@ml.com,,Salesforce
10611190,,Robert Disabato,"Senior Vice President - Wealth Management, Wealth Management Advisor",,bob_disabato@ml.com,,List Import
10815868,Inactive Investor,Donald Schofield,Financial Advisor,"Ameriprise Financial Services, LLC Martinsville IN Private Residence",donald.b.schofield@ampf.com,,Salesforce
11178345,Inactive Investor,Celia Martin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
86347,,Darryl Hicks,Financial Advisor,"MML Investors Services, LLC",dhicks@massmutual.com,404-261-8900,
11022581,Inactive Investor,Tia Tomlin,Financial Consultant,Momentum Independent Network Inc.,ttomlin@momentumin.com,,Salesforce
11124074,Inactive Investor,Alexandra Grence,,BNY Mellon Securities Corporation Pittsburgh PA 500 Ross St,alexandra.grence@bnymellon.com,,Salesforce
9646089,,Harry Songhurst,,,harry.c.songhurst@gmail.com,,List import
9638465,,Antonio Jose D' Aguiar,,,antonio-jose.aguiar@basf.com,,List import
9607274,,Joni Rahn,,,jonirahn@gmail.com,,List import
9576204,,Ari Teplitz,,,ateplitz@teplitzfinancial.com,,List import
11061353,Inactive Investor,Craig Carper,Financial Advisor,LPL Financial LLC Temecula CA 43980 Margarita Rd,craig.carper@lpl.com,,Salesforce
11089352,Inactive Investor,Brandon Cholagh,,J.P. Morgan Securities LLC Bloomfield Hills MI 1116 W Long Lake Rd,brandon.g.cholagh@jpmorgan.com,,Salesforce
9600781,,Sonja Cashion,,,sonja.cashion@thinkingbeyond.com,,List import
11097652,Inactive Investor,Terry Whiddon,,"Avantax Investment Services, Inc. Beaumont TX 1150 N 11th St",,,Salesforce
10787634,Inactive Investor,Hugh Armstrong,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,hugh.armstrong@fidelity.com,,Salesforce
10761343,Inactive Investor,Daniel Benninghoff,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",daniel_benninghoff@ml.com,,Salesforce
10917346,Inactive Investor,Richard Treta,,PlanMember Securities Corporation Fort Worth TX 4200 S Hulen St,rtreta@planmembersec.com,,Salesforce
11219243,,Kim Churchill,,,kim.churchill@ceterafs.com,,Other
10806049,Inactive Investor,Michael McCauley,,"PHX Financial, Inc.",mmccauley@phoenixinc.com,,Salesforce
10856493,Inactive Investor,Brandy Merriam,Regional Vice President,LPL Financial LLC Englewood CO 7700 E Arapahoe Rd,bmerriam@householdergroup.com,,Salesforce
11092945,Inactive Investor,Willard Tuck,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",amos.tuck@valic.com,,Salesforce
10975079,Inactive Investor,Robert Green,,"Osaic Wealth, Inc. Homer AK Private Residence",,,Salesforce
10884524,Inactive Investor,Taylor Fervida,Investment Advisor Representative,"Osaic Wealth, Inc. Elkhart IN 24005 US Hwy 33",,,Salesforce
10787686,Inactive Investor,Tanya Heyn,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",tanya.heyn@schwab.com,,Salesforce
218427,,Daniel Diaz,Managing Director,"Finaccess Advisors, Llc",ddiaz@finaccess.com,305-377-1112,Manual List Upload
10922842,Inactive Investor,Vernadine Crespo,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",vernadine.crespo@raymondjames.com,,Salesforce
9627916,,Michael Snider,,,mikesnider@sniderconsultancy.com,,List import
10999807,Inactive Investor,Willie Sandifer,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,wsandifer@primerica.com,,Salesforce
207724,,Christopher Holthaus,"Financial Advisor, Financial Services Representative","Principal Securities, Inc.",holthaus.chris@principal.com,,
11179570,Inactive Investor,William Bowman,Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Vice President,Morgan Stanley Boulder CO 1800 Broadway,bill.t.bowman@morganstanley.com,,Salesforce
121913,,Nelson Sparks,,none,nsparks3@aol.com,14138548013,Organic Search
10980740,Inactive Investor,Kevin Nelson,Senior Financial Advisor,Financial Synergies,knelson@finsyn.com,,Salesforce
11095574,Inactive Investor,James Cunningham,,Morgan Stanley Alpharetta GA 3 Edison Dr,jamesc@morganstanley.com,,Salesforce
11023513,Inactive Investor,Sean Palmer,,"Rechter Wealth Management, LLC",seanpalmer@rechterwealth.com,,Salesforce
11048341,Inactive Investor,David Gabay,,Commonwealth Financial Network Tarrytown NY 520 White Plains Rd,dgabay@commonwealth.com,,Salesforce
371504,,Douglas Yntema,,[Unknown],dougyntema@gmail.com,,Salesforce
11000573,Inactive Investor,Gary Garvin,Financial Advisor;Foundations Associate,Robert W. Baird & Co. Incorporated,ggarvin@rwbaird.com,,Salesforce
10778698,Inactive Investor,Diane Costello,Financial Advisor,LPL Financial LLC Binghamton NY Private Residence,diane.costello@lpl.com,,Salesforce
9641363,,hyewon shin,,,hyewonshin@naver.com,,List import
10971275,Inactive Investor,Christian Kulczytzky,,Vanguard Marketing Corporation,christian_kulczytzky@vanguard.com,,Salesforce
10778106,Inactive Investor,Thomas Maggio,Financial Advisor,LPL Financial LLC Lafayette LA 1720 Kaliste Saloom Rd,thomas.maggio@lpl.com,,Salesforce
11114869,Inactive Investor,Randy Myers,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",rdmyers@firsthorizon.com,,Salesforce
11102258,Inactive Investor,Robert Fry,Partner,Commonwealth Financial Network Roanoke VA 2630 Electric Rd,rfry@commonwealth.com,,Salesforce
10881000,Inactive Investor,Rebekah Allison,Chief Compliance Officer;Manager,"Allison & Company Financial Counselors, LLC Milwaukee WI 250 W Coventry Ct",,,Salesforce
11146239,Inactive Investor,Thomas Rohn,,"Moloney Securities Co., Inc. Indianapolis IN 3950 Priority Way South Dr",,,Salesforce
240824,,Key John,,[Unknown],john@valkyrieinvest.com,,Event
9566556,,Theo RP,,,stoicpilule@protonmail.com,,List import
11103029,Inactive Investor,Arthur Fahrner,Financial Advisor,Edward Jones Alton IL 2305 State St,art.fahrner@edwardjones.com,,Salesforce
11235064,Inactive Investor,Thomas Smith,Managing Director;Senior Wealth Manager,Bridge Advisory LLC,hal@bridgeadvisory.com,,Salesforce
11028725,Inactive Investor,Mark Younger,,PFS Investments Inc. Valencia CA 25350 Magic Mountain Pkwy,mark.younger@primerica.com,,Salesforce
9624325,,Walter Lacey,,,urban007wwl@gmail.com,,List import
10909251,Inactive Investor,Agustin Acosta,,J.P. Morgan Securities LLC Woodhaven NY 8401 Jamaica Ave,agustin.acosta@jpmorgan.com,,Salesforce
10755475,Inactive Investor,Kimberly Nies,,"RBC Capital Markets, LLC Saint Cloud MN 1015 W Saint Germain St",kim.nies@rbc.com,,Salesforce
9632054,,David Shivery,,,dshivery69@gmail.com,,List import
11140840,Inactive Investor,Brianna Thomas,Independent Representative,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,brianna.thomas@primerica.com,,Salesforce
11201344,Inactive Investor,Ted Karren,Financial Advisor,Edward Jones Smithfield UT 878 S Main St,ted.karren@edwardjones.com,,Salesforce
10908696,Inactive Investor,Jay Rabinowitz,,"The Leaders Group, Inc.",jay@leadersgroup.net,,Salesforce
11144688,Inactive Investor,Stanley Mckinney,,"Truist Investment Services, Inc. Cordova TN 1136 N Germantown Pkwy",,,Salesforce
9594257,,Susan Holin,,,sholin@investab.com,,List import
10617764,,Micah Nathan,,,micah.nathan@wellsfargoadvisors.com,,List Import
10948784,Inactive Investor,Lily Beitel-Horton,Advisor;Financial Advisor,BSW Wealth Partners,lily@bsw.com,,Salesforce
10984087,Inactive Investor,Kate Sigler,Chief Compliance Officer,"Pettyjohn, Wood & White, Inc.",ksigler@pwandw.com,,Salesforce
11055280,Inactive Investor,Rachael Molitor,,"Ameriprise Financial Services, LLC Howell MI 1600 Town Commons Dr",,,Salesforce
10830147,Inactive Investor,Ryan Ferguson,,NYLIFE Securities LLC Lake Charles LA 3105 Lake St,rferguson@ft.newyorklife.com,,Salesforce
10505916,,James Lorenzen,Owner,The Independent Financial Group,info@indfin.com,805-265-5416,List import
10778026,Inactive Investor,Brett Grau,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brett.grau@schwab.com,,Salesforce
10869897,Inactive Investor,Brice Hara,,"Bankoh Investment Services, Inc.",brice.hara@boh.com,,Salesforce
9645880,,H S,,,hsung816@gmail.com,,List import
10955888,Inactive Investor,Fiona Coupe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,fiona_coupe@vanguard.com,,Salesforce
9630546,,Alex van Duist,,,alexandervanduist@hotmail.com,,List import
9549533,,Evan Zimmerman,,,evan.zimmerman@greenarrow-llc.com,,List import
10983802,Inactive Investor,Shelby Heitzman,,"Saybrus Equity Services, LLC Southington CT Private Residence",sheitzman@saybruspartners.com,,Salesforce
11169637,Inactive Investor,Charlton Bulkin,Agency Supervisory Officer,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",cbulkin@financialguide.com,,Salesforce
11156894,Inactive Investor,Matthew Labarbera,,Vanguard Marketing Corporation,matthew_labarbera@vanguard.com,,Salesforce
11041374,Inactive Investor,Juan Mejia,,Fidelity Brokerage Services LLC,,,Salesforce
221221,,Eric Denton,,[Unknown],erdenton@gmail.com,,Paid Social
10946770,Inactive Investor,Robert Schultz,,"Raymond James Financial Services, Inc. Snohomish WA 417 Maple Ave",robert.schultz@raymondjames.com,,Salesforce
11056115,Inactive Investor,Donovan Brooks,Chief Compliance Officer;Financial Planner;Founder;President,Prospurpose Wealth,dbrooks@storylinefinancial.com,,Salesforce
242549,,Dan Feaheny,Principal,[Unknown],dan@feeneyventures.com,,Database Upload
9642271,,Prakit Chantarojsiri,,,chantarojsiri@gmail.com,,List import
11192749,Inactive Investor,Donna Moy-Waletzki,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Allendale NJ 9 De Mercurio Dr",donna.moy-waletzki@wellsfargo.com,,Salesforce
9578201,,Amendeep Mann,,,amenmann@gmail.com,,List import
11235953,Inactive Investor,Renee Lee,Chief Executive Officer;Chief Financial Officer,The Wealth Consulting Group Albuquerque NM 4901 McLeod Rd NE,mlee@wealthcg.com,,Salesforce
10852023,Inactive Investor,Kevin Smith,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Edmonds WA 100 2nd Ave S",kevin.c.smith@ampf.com,,Salesforce
215509,,Victor Efrem,,[Unknown],vefremenko@aol.com,,
10841474,Inactive Investor,David Burgett,Financial Advisor,Edward Jones Sunbury OH 700 W Cherry St,dave.burgett@edwardjones.com,,Salesforce
201534,,Stefan Teis,,[Unknown],stefan.teis@gmx.de,,Paid Social
10965418,Inactive Investor,Alexander Goodkind,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Simsbury CT 740 Hopmeadow St",alexander.goodkind@ml.com,,Salesforce
10488966,,Robert Harty,"Financial Advisor, Senior Vice President",Hilltop Securities Inc. Plano TX 5601 Granite Pkwy,robert.harty@hilltopsecurities.com,972-624-6332,List Import
349451,,David Foley,Wealth Management Advisor,Cadent Capital Advisors,dave@cadcapital.com,918-935-3450,
10961669,Inactive Investor,Jonila Becolli,,J.P. Morgan Securities LLC Staten Island NY 1275 Woodrow Rd,jonila.becolli@chase.com,,Salesforce
11085781,Inactive Investor,Vicente Iniguez,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,viniguez@ft.newyorklife.com,,Salesforce
10812015,Inactive Investor,Scott Hammond,Financial Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,scott.c.hammond@morganstanley.com,,Salesforce
11078100,Inactive Investor,Lisa Keckler,,"Principal Securities, Inc.",keckler.lisa@principal.com,,Salesforce
238275,,braddavis2004@gmail.com Davis,,[Unknown],braddavis2004@gmail.com,,
11232601,Inactive Investor,Christopher Consoli,,"Empower Financial Services, Inc",christopher.consoli@empower.com,,Salesforce
9646166,,Joachim Drachmann,,,joachimdrachmann@hotmail.com,,List import
11048936,Inactive Investor,Christopher McGee,Managing Partner;Regulatory Contact,"Endeavor Private Wealth, Inc.",chris@endeavorpw.com,,Salesforce
11057020,Inactive Investor,Melanie McCready,,LPL Financial LLC Fountain Valley CA 10055 Slater Ave,melanie.mccready@lpl.com,,Salesforce
11082292,Inactive Investor,Vivian Reeves,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,vivian.reeves@primerica.com,,Salesforce
10696113,,Kevin Farrell,,"RPS Financial Group, Inc.",kbfarrell@yahoo.com,,List Import
9587308,,do do,,,buynowdoge@gmail.com,,List import
9544253,,Howard Kern,,,howard.kern@wedbush.com,,List import
11071273,Inactive Investor,Elizabeth Raines,,"Avantax Investment Services, Inc. Morro Bay CA 895 Shasta Ave",,,Salesforce
340716,,Joe Dinunno,Manager Of Research,"Fiduciaryvest, Llc",joe.dinunno@fiduciaryvest.com,404-446-1270,Manual List Upload
11255388,Inactive Investor,Roger Beutler,Senior Investment Officer,"Heritage Family Offices, LLP",,,Salesforce
10881386,Inactive Investor,James Baker,Managing Director,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",,,Salesforce
11140642,Inactive Investor,Shifone Moore,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10800895,Inactive Investor,Charles Stanton,Retirement Planning Specialist,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",charles.stanton@equitable.com,,Salesforce
238949,,gian carlo,,United States,kohlerceramictile@yahoo.com,,
9555383,,Guy Spier,,,gspier@aquamarinefund.com,,List import
42338,,Melanie Harada,Financial Advisor,"MML Investors Services, LLC",mharada@massmutual.com,973-237-4341,
10815457,Inactive Investor,Adam Hawks,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",adam.hawks@raymondjames.com,,Salesforce
9550425,,Maria Sanchez,,,maria.v.sanchez@suntrust.com,,List import
10981431,Inactive Investor,Jaquette Dawson,,PFS Investments Inc. New York NY 1430 Broadway,jdawson.19ntn@primerica.com,,Salesforce
10779723,Inactive Investor,Jonathan Shaw,,"Truist Investment Services, Inc. Bonita Springs FL 26731 S Tamiami Trl",jonathan.shaw@truist.com,,Salesforce
10910015,Inactive Investor,Reynaldo Martinez,Financial Professional,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",reynaldomartinez@financialguide.com,,Salesforce
10769146,Inactive Investor,Michelle Gams,,NYLIFE Securities LLC Billings MT 178 S 32nd St W,mgams@ft.newyorklife.com,,Salesforce
11205664,Inactive Investor,James Robinson,,"Wells Fargo Advisors Financial Network, LLC Hanover PA 4 Center Sq",,,Salesforce
11200832,Inactive Investor,Gary Huband,Financial Educator,"Pure Financial Advisors, LLC",scott.huband@purefinancial.com,,Salesforce
10963287,Inactive Investor,Esther Dunigan,,"Equitable Advisors, LLC Irvine CA 2050 Main St",esther.dunigan@equitable.com,,Salesforce
10768797,Inactive Investor,Vernon Trexler,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",vernon.trexler@wellsfargoadvisors.com,,Salesforce
1003517,Inactive Investor,Jeff Perelman,COO,Sterling Partners,jperelman@sterlingpartners.com, +1 312 465 7000,Content
11091069,Inactive Investor,Deborah Anselmo,,"Centaurus Financial, Inc. Baton Rouge LA 115 E Greens Dr",danselmo@cfiemail.com,,Salesforce
11036579,Inactive Investor,George Myers,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth IN 401 E Jefferson St",george.myers@ampf.com,,Salesforce
10804065,Inactive Investor,Mark Sprtel,Chief Compliance Officer;Investment Officer,Schaper Benz & Wise Investment Counsel Inc,msprtel@sbw-invest.com,,Salesforce
6954572,,Keith V Urso Gary,,,yapef26598@wiroute.com,,Web Form Fillout
10505821,,Caiju He,RR,TFA,caiju.he@tfaconnect.com,614-783-3063,List import
11186226,Inactive Investor,Ronald Morales,Financial Representative;Vice President,PFS Investments Inc. Orange CA 2230 W Chapman Ave,ronald.morales@primerica.com,,Salesforce
11161044,Inactive Investor,Paul Kim,Branch Manager;Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated San Jose CA 550 S Winchester Blvd",kimp@stifel.com,,Salesforce
10604494,,Derek Thomas,Associate Financial Advisor,"Ameriprise Financial Services, LLC",derek.thomas@ampf.com,612-671-3131,List Import
10868186,Inactive Investor,Gregory Kramer,,"Allstate Financial Services, LLC Newtown PA 130 S State St",gregorykramer@allstate.com,,Salesforce
11138867,Inactive Investor,Richard Miller,,"Regulus Financial Group, LLC Columbia SC 6000 Garners Ferry Rd",,,Salesforce
11056774,Inactive Investor,Eugenia Serratti,,J.P. Morgan Securities LLC McKinney TX 5201 W University Dr,,,Salesforce
10954052,Inactive Investor,Chloe Henson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10774136,Inactive Investor,Michael Pope,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
332522,,Ankur Sood,,[Unknown],ankur@savvymoney.io,,
222351,,nader afshar,,[Unknown],nader@bastiatpartners.com,,
243677,,Julie Dematteo,Global Head of Sales,CoinDesk Indices,julie@condesk-indices.com,13123750246,Manual List Upload
9626677,,Sofyan Gazali,,,jerapahasu5@gmail.com,,List import
11235255,Inactive Investor,Joseph Duncan,Investment Advisor Representative,SPG Advisors LLC,,,Salesforce
10819010,Inactive Investor,Megan Sazdanoff,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,megan.sazdanoff@gs.com,,Salesforce
10986467,Inactive Investor,Joshua Etheridge,,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",,,Salesforce
10977510,Inactive Investor,Robert Huth,Investment Advisor,Fisher Investments,,,Salesforce
10780423,Inactive Investor,Noah Levine,Senior Vice President - Wealth Management,UBS Financial Services Inc. Ketchum ID 206 East Ave,noah.levine@ubs.com,,Salesforce
10832055,Inactive Investor,Robin Dillon,Vice President,"Stifel, Nicolaus & Company, Incorporated Colorado Springs CO 102 S Tejon St",robin.dillon@stifel.com,,Salesforce
10614893,,Michael Lupia,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,michael.lupia@morganstanley.com,,List Import
11194161,Inactive Investor,Jill Slayton,,"Osaic Wealth, Inc. Rockwall TX 6710 Horizon Rd",,,Salesforce
9612972,,John Abendroth,,,john.abendroth@nb.com,,List import
10919856,Inactive Investor,Robert Anderson,Financial Advisor,"MML Investors Services, LLC Brentwood TN 10 Cadillac Dr",,,Salesforce
11233797,Inactive Investor,Howard Klick,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,hklick@primerica.com,,Salesforce
11154935,Inactive Investor,Carol Griffin,,"Parsonex Securities, Inc.",carol.griffin@parsonexsecurities.com,,Salesforce
9621574,,Paul Manfredi,,,paul@manfredi.us,,List import
9619732,,Parker Spann,,,parker.m.spann@gmail.com,,List import
10612485,,Thomas Easow,"Financial Advisor, Managing Director",,thomas.easow@ampf.com,,List Import
10877498,Inactive Investor,Francis Schuler,Investment Advisor Representative,"DWD Portfolio Solutions, Inc.",fschuler@dwdportfolios.com,,Salesforce
11222762,,David Simpson,,,dsimpson@merceradvisors.com,,List Import
10945582,Inactive Investor,Lisa Tracy,,"Northland Securities, Inc.",,,Salesforce
10910453,Inactive Investor,Andrew Prignitz,Partner;Wealth Advisor,Creative Planning,andrew.prignitz@creativeplanning.com,,Salesforce
27977,,Maurice Bardowell,,Byoplanet,mpbardowell@yahoo.com,9546813791,
11201838,Inactive Investor,Heydy Gamboa,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,hgamboa@primerica.com,,Salesforce
10961130,Inactive Investor,Ami Patel,,Cetera Investment Services LLC Nacogdoches TX 3000 N University Dr,,,Salesforce
10829225,Inactive Investor,Stephanie Jones,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10661749,,Richard Babjak,,,rbabjak@midwaywp.com,,List Import
11175296,Inactive Investor,Douglas Bielefeld,,"Raymond James Financial Services, Inc. Dallas TX 10670 N Central Expy",douglas.bielefeld@raymondjames.com,,Salesforce
11150888,Inactive Investor,Brian Cunning,Wealth Advisor,LPL Financial LLC Las Vegas NV 750 E Warm Springs Rd,brian.cunning@lpl.com,,Salesforce
11037035,Inactive Investor,David Eaton,,Advisory Services Network Draper UT 12012 S 700 E,,,Salesforce
85672,,Alberto Melon,,Spain,alberto.mfh@gmail.com,,
9633379,,? ?,,,12668246@qq.com,,List import
9625976,,Gatot Dharmawan,,,gatotbudha73@gmail.com,,List import
11036728,Inactive Investor,Collin Miller,Financial Advisor,LPL Financial LLC West Des Moines IA 4201 Westown Pkwy,collin.miller@lpl.com,,Salesforce
228919,, -,,[[Unknown]],vitalisbig@gmail.com,,Content
243230,,Jonathan Bauman,"CFA, Vice President, Senior Client Portfolio Manager",American Century Investments,jonathan_bauman@americancentury.com,,Manual List Upload
370399,,Greg Mayer,,Google,gtmayer1@gmail.com,4087679539,Google Natural Search
11176515,Inactive Investor,Zachary Beiermann,,Edward Jones,,,Salesforce
10786273,Inactive Investor,Pu Zhang,,Citigroup Global Markets Inc. Naperville IL 1195 E Ogden Ave,pu.zhang@citi.com,,Salesforce
11154689,Inactive Investor,Avinash Patel,,Citigroup Global Markets Inc.,,,Salesforce
10645762,,Richard Olson,,,rolson@lincolninternational.com,,List Import
9567751,,Denis Rumiantcev,,,rumyantsevda@gmail.com,,List import
10407664,,Jake Bryant,,,jbryant@veritionfund.com,,Web Form Fillout
10993227,Inactive Investor,Grant Lambert,,J.P. Morgan Securities LLC Nashville TN 1121 Gallatin Ave,grant.lambert@jpmorgan.com,,Salesforce
225703,, -,,[[Unknown]],mycckp@gmail.com,,Initial Salesforce Import
10851488,Inactive Investor,Joshua Olds,Member;Partner,New Potomac Partners LLC,jolds@newpotomacpartners.com,,Salesforce
9628069,,Kevin MacMillan,,,kevin.macmillan@usbank.com,,List import
237281,, -,,[[Unknown]],186cm85kg@gmail.com,,
10840762,Inactive Investor,Robert Bostelman,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",robert.bostelman@ml.com,,Salesforce
11232560,Inactive Investor,Timothy Bruin,,"Ameritas Investment Company, LLC Canton OH 3988 Miles Ave NW",timothy.bruin@ameritas.com,,Salesforce
10770865,Inactive Investor,Ezequiel Sporleder,Senior Vice President,UBS Financial Services Inc. Miami FL 100 SE 2nd St,ezequiel.sporleder@ubs.com,,Salesforce
10765651,Inactive Investor,Ryan Brady,Investment Strategy Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,rbrady@rockco.com,,Salesforce
11073259,Inactive Investor,Addison Fluent,Chief Compliance Officer;Managing Director,"Iron Gate Wealth Advisors, LLC",,,Salesforce
10779245,Inactive Investor,Darren Miller,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11047377,Inactive Investor,Sativa Sopraseuth,,J.P. Morgan Securities LLC Punta Gorda FL 911 Tamiami Trl,southiva.sopraseuth@chase.com,,Salesforce
10989526,Inactive Investor,Theo Malone,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
10876637,Inactive Investor,Swetha Chatla,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10859834,Inactive Investor,Gregory Ditlinger,,Key Investment Services LLC Noblesville IN 480 Sheridan Rd,gregory_ditlinger@keybank.com,,Salesforce
11156392,Inactive Investor,Jonathan White,,Edward Jones Henderson NC 232 Dabney Dr,,,Salesforce
10912386,Inactive Investor,Edward Kovac,,NYLIFE Securities LLC Lopatcong NJ Private Residence,ejkovac@ft.newyorklife.com,,Salesforce
11219331,,Patrick Kelly,,,patrick.a.kelly@ubs.com,,Other
11180928,Inactive Investor,William Smith,Financial Advisor,"Raymond James & Associates, Inc. Medina OH 784 Medina Rd",,,Salesforce
373260,,Michael DePuy,,[Unknown],mdepuy@gmail.com,,source
11186286,Inactive Investor,Olurotimi Sulaiman,,Fidelity Brokerage Services LLC,,,Salesforce
10941124,Inactive Investor,Eric Tarkanian,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10870449,Inactive Investor,Daphine Ates,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11190830,Inactive Investor,Sara Davis,Financial Advisor,Edward Jones Corbin KY 1470 Cumberland Falls Hwy,beth.s.davis@edwardjones.com,,Salesforce
10995581,Inactive Investor,Rrezearta Jashanica,,J.P. Morgan Securities LLC Cheshire CT 202 Highland Ave,rrezearta.jashanica@jpmorgan.com,,Salesforce
10831682,Inactive Investor,David Patrick,,"Next Financial Group, Inc. Saint George UT 235 E Tabernacle St",,,Salesforce
9541787,,Damian Hayes,,,damian.hayes@uboc.com,,List import
211859,,Sheri Dozier Owens,CNY Regional Director,OSC,sdozierowens@osc.ny.gov,,Content
10979999,Inactive Investor,David Current,,"Raymond James Financial Services, Inc. Frankfort KY 142 Consumer Ln",david.current@raymondjames.com,,Salesforce
9592626,,Neal Schear,,,nschear@schearandschear.com,,List import
10975662,Inactive Investor,Matthew Borriello,Wealth Advisor,"Transcend Capital Advisors, LLC",mborriello@transcendcapital.com,,Salesforce
11207807,Inactive Investor,Becky Gladney,Associate Director;Team Administrator,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,becky.gladney@ubs.com,,Salesforce
11112012,Inactive Investor,William Mastalski,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,wmastalski@janney.com,,Salesforce
9581097,,Jennifer Rose,,,jennifer.rose@hdvest.net,,List import
9591520,,Mohsen Moslehi,,,mohsen2222@yahoo.com,,List import
10755717,Inactive Investor,Dennis Watzke,,LPL Financial LLC New Orleans LA Private Residence,dennis.watzke@lpl.com,,Salesforce
9580071,,Dominika Nestarcova,,,dominika.nestarcova@spartangroup.io,,List import
10923513,Inactive Investor,Naafe Hakeem,Private Client Investment Associate,J.P. Morgan Securities LLC Santa Monica CA 226 26th St,naafe.hakeem@jpmorgan.com,,Salesforce
11219232,,Andrew Hess,,,andrew.hess@creativeplanning.com,,Other
10931520,Inactive Investor,Edward Lavalle,,"Farmers Financial Solutions, LLC Riverside CA 1700 Iowa Ave",elavalle@farmersagent.com,,Salesforce
11101606,Inactive Investor,Kirk Meckem,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
10947499,Inactive Investor,Emily Boster,Senior Advisor,"Raymond James & Associates, Inc.",emily.boster@raymondjames.com,,Salesforce
11100011,Inactive Investor,Edmund Rhinehart,,McClurg Capital Corporation,erhinehart@mcclurgcapital.com,,Salesforce
10980625,Inactive Investor,Emily Patlan Lara,,Edward Jones Flower Mound TX 2221 Justin Rd,,,Salesforce
10981366,Inactive Investor,Christopher Schmidt,Premier Banker,"Wells Fargo Clearing Services, LLC Richmond VA 4901 W Broad St",,,Salesforce
11186737,Inactive Investor,Jason Payne,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,jasonpayne.team@fidelity.com,,Salesforce
10962699,Inactive Investor,Collin Latsko,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",collin.latsko@ml.com,,Salesforce
10884616,Inactive Investor,Donna Hennessey,,"CUSO Financial Services, L.P. Winston Salem NC 1691 Westbrook Plaza Dr",dhennessey@cusonet.com,,Salesforce
11069994,Inactive Investor,Oswaldo Ramos,Senior Vice President,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",oramos@wisdirect.com,,Salesforce
11137310,Inactive Investor,Joel Barron,Financial Professional,LPL Financial LLC Dallas TX 4925 Greenville Ave,joel.barron@lpl.com,,Salesforce
10980028,Inactive Investor,Christopher Mansen,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,christopher.mansen@jpmorgan.com,,Salesforce
237056,,????????????? -,,à¹€à¸­à¸?à¸Šà¸±à¸¢â€‹à¹?à¸ªà¸‡â€‹à¸§à¸´ [[Unknown]],armnutty888@gmail.com,,Other
11184119,Inactive Investor,Fay Fruin-Jameson,Team Administrator,UBS Financial Services Inc. San Jose CA 355 Santana Row,fay.fruinjameson@ubs.com,,Salesforce
11081105,Inactive Investor,Jeannette Martin,Senior Client Service Associate,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",jeannette.martin@alexbrown.com,,Salesforce
10914521,Inactive Investor,Andrew Turner,Financial Advisor,Edward Jones Raleigh NC 7920 Acc Blvd,,,Salesforce
11237059,Inactive Investor,David Carroll,Chief Operating Officer;Founding Partner;Partner;Senior Private Wealth Advisor,"Fairvoy Private Wealth, LLC",david@fairvoypw.com,,Salesforce
10869634,Inactive Investor,Kendra Odom,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,kendra.odom@primerica.com,,Salesforce
11216867,,Donald Gartlan,,,donald.gartlan@lpl.com,,List Import
10619225,,Jerome Gillespie,,,jerome.gillespie@morganstanley.com,,List Import
10921864,Inactive Investor,Rachael Lavoie,,"Raymond James Financial Services, Inc. Spring TX 25511 Budde Rd",rachael.trevino@raymondjames.com,,Salesforce
10801998,Inactive Investor,Andrew Kopjak,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",andrew_kopjak@ml.com,,Salesforce
11114895,Inactive Investor,Jonathan Lloyd,,"Truist Investment Services, Inc. Pensacola FL 220 W Garden St",jonathan.lloyd@truist.com,,Salesforce
9572867,,Laura Gorton,,,laura.gorton@valic.com,,List import
10804239,Inactive Investor,Jason Bourque,,NYLIFE Securities LLC Hanover MA 2048 Washington St,bourquej@ft.newyorklife.com,,Salesforce
11006793,Inactive Investor,Jennifer Osborne,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",osborne.jennifer@principal.com,,Salesforce
11130511,Inactive Investor,Joshua Leung,Financial Representative,MWA Financial Services Inc. Laguna Hills CA 23441 S Pointe Dr,joshua.e.leung@mwarep.org,,Salesforce
9584525,,Michelle Disney,,,michelle.disney@adamschetwood.com,,List import
116949,,Chad Durgin,Lead Financial Consultant,Thrivent Investment Management Inc.,chad.durgin@thrivent.com,507-424-2331,
11087603,Inactive Investor,Jeffrey Barrera,,"Raymond James Financial Services, Inc. Cypress CA 4501 Cerritos Ave",jeffrey.barrera@raymondjames.com,,Salesforce
10767112,Inactive Investor,Patrick Kearney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",patrick.kearney2@ml.com,,Salesforce
10813638,Inactive Investor,Geal Talbert,Financial Advisor,Morgan Stanley Honolulu HI 733 Bishop St,geal.talbert@morganstanley.com,,Salesforce
10834919,Inactive Investor,George Webb,Chief Compliance Officer;Chief Executive Officer;Managing Partner;President,Pension & Wealth Management Advisors,,,Salesforce
9601708,,Bill Brinson,,,whbhiram2011@gmail.com,,List import
10990708,Inactive Investor,Richard Rugel,,"The Leaders Group, Inc.",,,Salesforce
9627751,,Ashley Hesse,,,ashley@indigenouspact.com,,List import
9640592,,Don Parker,,,valentinoenterprisesinc@gmail.com,,List import
11206723,Inactive Investor,William Sadler,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Naperville IL 263 Shuman Blvd",,,Salesforce
9624450,,Wayne Cordi,,,cordifootball@gmail.com,,List import
11005806,Inactive Investor,Skye Hamilton,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",skye.hamilton@equitable.com,,Salesforce
10955377,Inactive Investor,Graziano Rotellini,,J.P. Morgan Securities LLC Commack NY 60 Veterans Memorial Hwy,graziano.rotellini@jpmorgan.com,,Salesforce
10868051,Inactive Investor,Stacy Russo Nichols,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",stacy.russo@nm.com,,Salesforce
234855,, -,,[[Unknown]],ljubo@admaforvaltning.se,,
9622486,,Yusupha Harding,,,kankasaw@gmail.cm,,List import
10922617,Inactive Investor,Robert Hein,Financial Advisor,LPL Financial LLC Utica MI 7669 Auburn Rd,robert.hein@lpl.com,,Salesforce
9553703,,HOLLY BAXTER,,,holly@hollybaxterandassociates.com,,List import
9638572,,Nancy Mazza,,,nancy.mazza@msmc.edu,,List import
10961869,Inactive Investor,Jordan Sprague,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10892862,Inactive Investor,Randall Fulks,,"Osaic Wealth, Inc.",,,Salesforce
9622931,,Joe Henry,,,j.henry.0522@gmail.com,,List import
8401046,,sdfsf sdfsf,,,sfdsfd@sdfdsf.cm,,Web Form Fillout
9643747,,Trey Pezzetti,,,treypezzetti@gmail.com,,List import
11183029,Inactive Investor,Jacob Cote,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Appleton WI 200 N Durkee St",jacob.cote@usbank.com,,Salesforce
10942215,Inactive Investor,Lee Tuazon,,"Wells Fargo Clearing Services, LLC Henderson NV 2461 Hampton Rd",lee.a.tuazon@wellsfargo.com,,Salesforce
11231038,Inactive Investor,Liana Bekelian,Advisor,LPL Financial LLC Burlington MA 1 Garfield Cir,liana.bekelian@lpl.com,,Salesforce
11210455,Inactive Investor,Mark Varo,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",mark.varo@ml.com,,Salesforce
11189085,Inactive Investor,Stephanie Feldman,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",sfeldman@mesirowfinancial.com,,Salesforce
11113926,Inactive Investor,Morgan Scott,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,morgannicholescott@primerica.com,,Salesforce
9555649,,Oscar v vargad,,,oscarvarsal00000@gmail.com,,List import
9591001,,Juan Marco,,,coyawines@yahoo.com,,List import
9618436,,Aric Wang,,,awang@bamfunds.com,,List import
9556242,,Jesse Evans,,,9bgenhln6sk8@opayq.com,,List import
10659880,,Matthew Walton,,,matthew.walton@fidelity.com,,List Import
10932127,Inactive Investor,Dana Dauletbayeva,,Morgan Stanley,dana.dauletbayeva@morganstanley.com,,Salesforce
340806,,Richard Green,Financial Advisor,"Pinnacle Capital Management, Llc",rgreen@pinnacle-llc.com,315-234-9716,Manual List Upload
10918391,Inactive Investor,Ronald Sultzbach,,"Cambridge Investment Research, Inc. Lancaster PA Private Residence",,,Salesforce
230810,, -,,[[Unknown]],sweet6817@naver.com,,
10869331,Inactive Investor,Kent Mitchell,Financial Advisor,Edward Jones Marshall IL 201 N Michigan Ave,kent.mitchell@edwardjones.com,,Salesforce
10657432,,William Ociepka,,,william.r.ociepka@chase.com,,List Import
9593426,,Dan Tate,,,dtate1221@gmail.com,,List import
10892759,Inactive Investor,Todd Skogen,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10785470,Inactive Investor,Alan Brachfeld,,Commonwealth Financial Network New York NY 25 W 43rd St,abrachfeld@commonwealth.com,,Salesforce
11123053,Inactive Investor,Cindy Hyde,,LPL Financial LLC New Market MD 164 W Main St,cindy.engle@lpl.com,,Salesforce
10985765,Inactive Investor,Ken Tsang,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,,,Salesforce
9602758,,Aaron Freeman,,,afreeman@oakrivergroup.com,,List import
11057715,Inactive Investor,Sung Cho,,Vanguard Marketing Corporation,sung_cho@vanguard.com,,Salesforce
9553334,,Richard Rang,,,rrang@fmncc.com,,List import
240716,,Paul Spyropoulos,ETF Product Manager,Citi,paul.spyropoulos@citi.com,,Event
7572291,,Matt Horne,,,matthew.horne@fmr.com,,Web Form Fillout
11132901,Inactive Investor,Holly Mccreight,Financial Advisor,Edward Jones Baytown TX 4518 N Main St,holly.mccreight@edwardjones.com,,Salesforce
10793339,Inactive Investor,Melissa Montoya Aldana,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,melissa_montoyaaldana@vanguard.com,,Salesforce
9632569,,Jens Robatzek,,,jens.robatzek@duffandphelps.com,,List import
10863576,Inactive Investor,Maurice Schutte,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",maurice.schutte@stifel.com,,Salesforce
2535906,,Golu Gour,,,gourg1160@gmail.com,,
11125937,Inactive Investor,William Scroggins,,"Dempsey Lord Smith, LLC",,,Salesforce
10815854,Inactive Investor,Jason Tholander,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",jason.tholander@raymondjames.com,,Salesforce
9637325,,HK Hall,,,worldmerchantsinc@yahoo.com,,List import
10976756,Inactive Investor,Tara Cooksey,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tara_cooksey@vanguard.com,,Salesforce
11104993,Inactive Investor,Israel Anteby,Assistant Vice President,Morgan Stanley New York NY 1585 Broadway,israel.anteby@morganstanley.com,,Salesforce
10871373,Inactive Investor,Debora Stranman,Senior Financial Advisor,NFP Retirement Inc. Beachwood OH 28601 Chagrin Blvd,,,Salesforce
92725,,Carl Frazier,,United States,carl@livestocklisting.com,,source
9550417,,Brian Mapes,,,bmapes88@hotmail.com,,List import
11086874,Inactive Investor,Deanna Dipierro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11103748,Inactive Investor,Jeffrey Loperfido,,"Allstate Financial Services, LLC Fort Lauderdale FL 7300 W Mcnab Rd",jeffreyloperfido@allstate.com,,Salesforce
11129311,Inactive Investor,John Scheck,Executive Director;Financial Advisor;Resident Manager,Morgan Stanley Winter Haven FL 250 3rd St NW,john.scheck@morganstanley.com,,Salesforce
10806446,Inactive Investor,Amerigo Romano,Senior Vice President;Wealth Advisor,Morgan Stanley Geneva IL 10 W State St,rick.romano@morganstanley.com,,Salesforce
10990650,Inactive Investor,Thomas Allen,Senior Benefits Consultant,RIA Advisors,thomas@riaadvisors.com,,Salesforce
11261104,Inactive Investor,Robert Ricci,Financial Advisor,"IAMS Wealth Management, LLC Marlton NJ 1 Eves Dr",r.ricci@iamswm.com,,Salesforce
10882054,Inactive Investor,Chelsia Satterfield,Financial Advisor,Edward Jones Corryton TN Private Residence,chelsia.satterfield@edwardjones.com,,Salesforce
9602878,,Phillip Jones,,,pjones@cavuwm.com,,List import
11154824,Inactive Investor,Jennifer Nava,Senior Client Associate,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,jnava@rwbaird.com,,Salesforce
10788607,Inactive Investor,Mark De Merritt,,"Hornor, Townsend & Kent, LLC Antioch IL 1229 Blue Heron Cir",mdemerritt@htk.com,,Salesforce
222689,,Karon Aron,,[Unknown],kdaaron923@yahoo.com,,
50778,,Tim Reinke,Lead Financial Consultant,Thrivent Investment Management Inc.,tim.reinke@thrivent.com,,
11066810,Inactive Investor,Joshua Pacheco,Financial Advisor,"Axis Wealth Partners, LLC Westport MA 909 State Rd",jpacheco@axiswp.com,,Salesforce
10924540,Inactive Investor,Lashly Speights,Financial Advisor,"Pruco Securities, LLC. Colorado Springs CO 4905 N Union Blvd",ted.speights@prudential.com,,Salesforce
10980750,Inactive Investor,Jason Kramar,,"Osaic Wealth, Inc. Manitowoc WI 2415 Western Ave",,,Salesforce
9580569,,Wallace Weitz,,,wweitz@weitzinvestments.com,,List import
10986321,Inactive Investor,Jacob Bromley,,The Huntington Investment Company Grand Rapids MI 3970 Plainfield Ave NE,jacob.bromley@huntington.com,,Salesforce
166561,,Chris Reedy,,[Unknown],creedyjd@gmail.com,,Paid Social
10956315,Inactive Investor,Andrew Wood,Associate Wealth Planner,"Citizens Securities, Inc. Westwood MA 200 Station Dr",andrew.wood@citizenssecurities.com,,Salesforce
11041303,Inactive Investor,David Clarke,,"Farmers Financial Solutions, LLC Costa Mesa CA 735 Baker St",,,Salesforce
10976222,Inactive Investor,Anuvind Iyer,,Citigroup Global Markets Inc.,,,Salesforce
10978195,Inactive Investor,Rodrigo Troya,,PFS Investments Inc. Houston TX 738 Hwy 6 S,rtroya@primerica.com,,Salesforce
5128783,,Eduardo Jauriqui,,Eduardo Jauriqui Enterprise,eddiejauriqui6@gmail.com,515 500 4310,Web Form Fillout
10821558,Inactive Investor,Robert Glasgow,,NYLIFE Securities LLC Yukon OK Private Residence,rglasgow@ft.newyorklife.com,,Salesforce
9562155,,Gary -,,,johnson-gj@comcast.net,,List import
10951139,Inactive Investor,Michael Yaekle,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
231175,,Pat Parsons -,,Pat Parsons [[Unknown]],patparsons43@yahoo.com,,product
11078363,Inactive Investor,James Ingenluyff,Client Service Manager,"Ameriprise Financial Services, LLC Walnut Creek CA 1255 Treat Blvd",james.ingenluyff@ampf.com,,Salesforce
11167139,Inactive Investor,Travis Moore,,Intervest International Equities Corporation Summerville SC 810 Travelers Blvd,travis.moore@intervestintl.com,,Salesforce
205220,,Conor O'Dwyer,,Battery Global Advisors,codwyer@batteryglobaladvisors.com,(702) 237-0304,Organic Search
9616384,,Carlos Williamson,,,cewilliamson@axiscapital.com.mx,,List import
10912037,Inactive Investor,Dwayne Jenkins,Private Client Advisor,J.P. Morgan Securities LLC Dallas TX 18320 Preston Rd,dwayne.jenkins@jpmorgan.com,,Salesforce
10816407,Inactive Investor,Ronald Ochal,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,ronald.ochal@opco.com,,Salesforce
10775792,Inactive Investor,Jennifer Palakiko,Financial Advisor,Edward Jones Tehachapi CA 709 W Valley Blvd,jennifer.palakiko@edwardjones.com,,Salesforce
10944189,Inactive Investor,Richard Hogan,,"Avantax Investment Services, Inc. Annandale VA 4312 Evergreen Ln",,,Salesforce
9565317,,Pierrick BEGON,,,cosmicfrog16@gmail.com,,List import
188843,,Samuel Mundia,,[Unknown],gizzyfashionhouse@gmail.com,,source
10844535,Inactive Investor,Cassondra Johnson,Financial Advisor,"VALIC Financial Advisors, Inc. Portland OR 1800 SW 1st Ave",cassondra.johnson@valic.com,,Salesforce
11120066,Inactive Investor,Jordan Lamantia,,"Osaic Wealth, Inc. Chesterfield MO 16100 Chesterfield Pkwy W",,,Salesforce
10864761,Inactive Investor,Kevin Gormally,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,kevin.gormally@fmr.com,,Salesforce
11156821,Inactive Investor,Scott Klahn,Financial Advisor,LPL Financial LLC Cedar Rapids IA 3600 1st Ave NE,,,Salesforce
239089,,Joel Campbell,,[Unknown],joelpcampbell@gmail.com,,source
11116599,Inactive Investor,Aidan Yee,,Goldman Sachs & Co.,,,Salesforce
9550744,,alex -,,,metzger.alexander@gmail.com,,List import
11195492,Inactive Investor,Cynthia Barron Cochran,,PFS Investments Inc. Merrillville IN 7847 Taft St,cbarron-cochran@primerica.com,,Salesforce
11070412,Inactive Investor,Matthew Seidel,Chief Compliance Officer;Managing Member;President;Wealth Advisor,"Delta Wealth Solutions, LLC",,,Salesforce
10754433,Inactive Investor,Alexander Rosenfield,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",alex.rosenfield@ml.com,,Salesforce
5277227,,? ?,,,1878721761@qq.com,,Web Form Fillout
1004971,Inactive Investor,Erik Cordova,,Pacific Premier Trust,ecordova@pacificpremiertrust.com,303-658-3263,
11003887,Inactive Investor,Aletta Marsans,,First Manhattan Securities LLC,,,Salesforce
1001467,Inactive Investor,Coyn Mateer,,Secondary Investor Emails,coyn@utxo.management,,
10882501,Inactive Investor,Clayton Frishkorn,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10909917,Inactive Investor,Daniel Lattu,Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",daniel.lattu@ampf.com,,Salesforce
11161309,Inactive Investor,Michele Arbogast,Assistant Manager;Vice President,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",michele.arbogast@rbc.com,,Salesforce
9626503,,Bernardo Manangan,,,skydom2005@gmail.com,,List import
10816595,Inactive Investor,Hassan Fawaz,Financial Planner,LPL Financial LLC Knoxville TN 500 Clyde St,john.fawaz@lpl.com,,Salesforce
11000269,Inactive Investor,Alfons Marku,,PFS Investments Inc. New York NY 1430 Broadway,amarku@primerica.com,,Salesforce
10946409,Inactive Investor,Briana Sharp,,J.P. Morgan Securities LLC New York NY 277 Park Ave,briana.sharp@jpmorgan.com,,Salesforce
10999183,Inactive Investor,Noel Guzman,,J.P. Morgan Securities LLC Bronx NY 11 Hugh J Grant Cir,noel.guzman@jpmorgan.com,,Salesforce
10618321,,Mcguire Saffin,,,mcguire.saffin@ml.com,,List Import
117473,,Alyx Cox,Financial Advisor,"Royal Alliance Associates, Inc.",acox@royalaa.com,508-647-0830,
11222822,,Theodore Mulligan,,,ted@fsrp.net,,List Import
11013318,Inactive Investor,Yanet Rosales Alfonso,,J.P. Morgan Securities LLC Miami FL 2000 SW 57th Ave,yanet.rosales-alfonso@jpmorgan.com,,Salesforce
11008885,Inactive Investor,Justin Skudder,,Greenbird Capital LLC,jskudder@mygreenbird.com,,Salesforce
11132018,Inactive Investor,Mirian Trejo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Parker CO 13085 Copperhead Trl",mirian.trejo@ml.com,,Salesforce
11182073,Inactive Investor,Lee Samson,Partner,"Lindbrook Capital, LLC New York NY 712 5th Ave",lee@lindbrookcapital.com,,Salesforce
11199621,Inactive Investor,Scott Williams,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,"S. Williams Capital, LLC",scott.williams@swilliamscapital.com,,Salesforce
11040414,Inactive Investor,Andrew Axelson,Senior Vice President,Morgan Stanley San Diego CA 16644 W Bernardo Dr,,,Salesforce
10927064,Inactive Investor,Russell Whidbee,Financial Advisor,LPL Financial LLC Bellingham WA 909 Squalicum Way,russell.whidbee@lpl.com,,Salesforce
11020348,Inactive Investor,David Chouinard,Chief Compliance Officer;Chief Information Security Officer;Chief Technology Officer;Co-Founder,Candor Financial LLC,david@candor.co,,Salesforce
9597025,,Julie Hein,,,jhein@roypapp.com,,List import
9559274,,Steven Araneo,,,steven.araneo@securitiesamerica.com,,List import
9550541,,Thomas Wynn,,,twynn@wynncapital.com,,List import
11001110,Inactive Investor,Garrett Luetkemeyer,,Edward Jones Jefferson City MO 1003 E McCarty St,,,Salesforce
11084159,Inactive Investor,Kristen Babel,,HSBC Securities (USA) Inc.,,,Salesforce
10926613,Inactive Investor,Wesley Rolan,Financial Advisor,Edward Jones Marlin TX 1017 N State Hwy 6,wesley.rolan@edwardjones.com,,Salesforce
11154930,Inactive Investor,Anthony Joslin,,"Garden State Securities, Inc.",ajoslin@gardenstatesecurities.com,,Salesforce
10948199,Inactive Investor,William Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10754886,Inactive Investor,Eugene Anastasio,Branch Office Manager;Vice President,Janney Montgomery Scott LLC Lemoyne PA 20 Erford Rd,eanastasio@janney.com,,Salesforce
10790403,Inactive Investor,Jeffrey Link,,"Wells Fargo Advisors Financial Network, LLC Baltimore MD 401 E Pratt St",jeff.link@wfafinet.com,,Salesforce
9636896,,Jeffrey Serra,,,jserra@ovationpartners.com,,List import
11056184,Inactive Investor,Erik Nybro,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11180672,Inactive Investor,Brock Tidball,Financial Advisor,Edward Jones Warsaw IN 1928 E Center St,,,Salesforce
11192828,Inactive Investor,Christopher Montgomery,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Houston TX 2800 Post Oak Blvd,chris.montgomery@morganstanley.com,,Salesforce
9642899,,brandon willingham,,,brandonwillingham@yahoo.com,,List import
10822307,Inactive Investor,Curtis Kunde,Financial Advisor,Edward Jones Milbank SD 1303 E 4th Ave,curt.kunde@edwardjones.com,,Salesforce
11183179,Inactive Investor,Justin Pitcock,Chief Compliance Officer;Wealth Advisor,Goodwin Investment Advisory,jpitcock@goodwininvestment.com,,Salesforce
10968049,Inactive Investor,Joshua Tindel,,PFS Investments Inc. Orlando FL 6220 S Orange Blossom Trl,joshua.tindel@primerica.com,,Salesforce
11154229,Inactive Investor,Todd Franza,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
21512,,Winston Pat,Analyst,MIT Investment Management Company,wpat@mitimco.mit.edu, +1 617 253 4900,Database Upload
10904440,Inactive Investor,Susan Spangler,,"World Equity Group, Inc. Melbourne FL 3159 Alzante Cir",,,Salesforce
10782971,Inactive Investor,Sara Blackham,,Morgan Stanley South Jordan UT 680 W 10000 S,sara.blackham@morganstanley.com,,Salesforce
9597125,,Michael Thornton,,,michael@millcreek-mgmt.com,,List import
10657708,,Julie Gritzenbach,,,jsowinski@williamblair.com,,List Import
10934895,Inactive Investor,Edward Barfield,,"Geneos Wealth Management, Inc. Saint Louis MO 132 W Washington Ave",,,Salesforce
458,,,,,safewater2014@mail.com,,
9629129,,Jeremy Brace,,,jeremy@shoprefit.com,,List import
10953578,Inactive Investor,Sarah Chang,,Paulson Investment Company LLC New York NY 40 Wall St,schang@paulsoninvestment.com,,Salesforce
10979377,Inactive Investor,Noelle Daversa,Client Associate,Neuberger Berman BD LLC,,,Salesforce
200698,,Caroline Hajost,Relationship Manager,Fidelity Personal and Workplace Advisors,caroline.hajost@fidelity.com,,
11094010,Inactive Investor,Michael Donnellan,,L.M. Kohn & Company North Royalton OH 17601 W 130th St,,,Salesforce
9550651,,Harley Sturgill,,,harley.sturgill@valic.com,,List import
11078972,Inactive Investor,Miye Wire,,"Osaic Wealth, Inc. Reston VA 1818 Library St",,,Salesforce
10827181,Inactive Investor,Jeffrey Hammer,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",jeff.hammer@nm.com,,Salesforce
11049995,Inactive Investor,Praveen Nair,,"Farmers Financial Solutions, LLC Federal Way WA 33305 1st Way S",pnair@farmersagent.com,,Salesforce
9612825,,Nathan Danilowicz,,,danilowicz@gmail.com,,List import
11087029,Inactive Investor,Jack Kahaian,Financial Advisor,Thrivent Investment Management Inc. Delaware OH 18 W William St,jack.kahaian@thrivent.com,,Salesforce
10820667,Inactive Investor,Jeremy Strand,Financial Associate,Thrivent Investment Management Inc. Mayville ND 35 1/2 Main St W,jeremy.strand@thrivent.com,,Salesforce
11230190,Inactive Investor,Brian Bertelli,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,,,Salesforce
9548714,,Krysta Cordill,,,krysta@darcycapital.com,,List import
11130177,Inactive Investor,John McCormack,,Commonwealth Financial Network Middletown NJ Private Residence,jmccormack@commonwealth.com,,Salesforce
165109,,Lars Seemann,,[Unknown],larsseemann.main@gmail.com,,Organic Search
9541861,,Dack LaMarque,,,dack@lamarqueatlas.com,,List import
11174218,Inactive Investor,Kelli Phifer,Financial Advisor,Edward Jones Colorado Springs CO 13710 Struthers Rd,kelli.phifer@edwardjones.com,,Salesforce
11193052,Inactive Investor,Mark Henke,Partner;Wealth Manager,Creative Planning,henke@thinkingbeyond.com,,Salesforce
10809389,Inactive Investor,Andrew Lucas,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",andrew_lucas1@ml.com,,Salesforce
11168687,Inactive Investor,Kevin Greene,Owner;Regional Vice President,PFS Investments Inc. Union NJ 1767 Morris Ave,lt025@primerica.com,,Salesforce
10940748,Inactive Investor,Amelia Connors,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11080475,Inactive Investor,Ahmad Hasan,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
10941507,Inactive Investor,Tomer Mizrahi,Financial Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,,,Salesforce
11233108,Inactive Investor,Maredith Houk,,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",,,Salesforce
10754360,Inactive Investor,Barbara Miller,Financial Advisor,"Ameriprise Financial Services, LLC Hot Springs SD 646 Jennings Ave",barbara.j.miller@ampf.com,,Salesforce
10836563,Inactive Investor,Donald Conrad,Chief Compliance Officer;Chief Executive Officer;Director;President,"Conrad Capital Management, Inc. Hauppauge NY 1300 Veteran's Memorial Hwy",dconrad@conradcapital.com,,Salesforce
9640152,,Davide Tinelli,,,davide.tinelli@compagnia.torino.it,,List import
10935485,Inactive Investor,Monica Jaramillo Tatis,Financial Advisor,Morgan Stanley Charleston SC 850 Morrison Dr,,,Salesforce
11003368,Inactive Investor,Daniel Ramirez,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10785778,Inactive Investor,Mark Stofko,Private Client Advisor,J.P. Morgan Securities LLC New York NY 405 Lexington Ave,mark.g.stofko@jpmorgan.com,,Salesforce
232891,, -,,[[Unknown]],victorhaak@gmail.com,,
10613965,,Michael Levine,Financial Advisor,,mike.levine@wellsfargoadvisors.com,,List Import
11063249,Inactive Investor,Cheryl Youngblood,,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",cheri.youngblood@raymondjames.com,,Salesforce
10942781,Inactive Investor,Todd Hawke,,"Ameriprise Financial Services, LLC North Canton OH 8710 Cleveland Ave NW",todd.hawke@ampf.com,,Salesforce
11082222,Inactive Investor,Ryan Vandenberg,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,ryan.vandenberg@fidelity.com,,Salesforce
10946583,Inactive Investor,Victoria Consoles,Financial Advisor,"Modera Wealth Management, LLC Boston MA 535 Boylston St",victoriac@moderawealth.com,,Salesforce
10792471,Inactive Investor,Frederick Miller,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,"Sensible Financial Planning and Management, LLC",rick.miller@sensiblefinancial.com,,Salesforce
351451,,Chris Cao,Managing Director,Barings Llc,ccao@babsoncapital.com,704-805-7200,Manual List Upload
9599231,,Matthieu Gervis,,,mg@reachx.co,,List import
9560693,,Scott Gillespie,,,sgillespie@artemisadvisors.net,,List import
9572974,,Jon Sablowsky,,,jsablowsky@wearebig.com,,List import
11184867,Inactive Investor,Leilani Walkush,Chief Compliance Officer;Managing Partner,"Breakwater Investment Group, LLC",,,Salesforce
10764893,Inactive Investor,Daniel Maggio,Financial Advisor,LPL Financial LLC Lafayette LA 1720 Kaliste Saloom Rd,daniel.maggio@lpl.com,,Salesforce
1002023,Inactive Investor,Meredith Bowen Waterman,Managing Director,Seven Bridges Advisors,mwaterman@sevenbridgesadvisors.com, +1 212 490 6339,
10969748,Inactive Investor,Rigoberto Flores,,"Allstate Financial Services, LLC Cypress TX 25202 Northwest Fwy",rigobertoflores@allstate.com,,Salesforce
11180706,Inactive Investor,Carla Thompson,Financial Advisor;Managing Director - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,carla.thompson@ubs.com,,Salesforce
9626690,,Kaleb McCarty,,,kaleb@truvestments.com,,List import
11122012,Inactive Investor,John Schreiber,,"Raymond James Financial Services, Inc. Mukwonago WI 801 Main St",john.schreiber@raymondjames.com,,Salesforce
10836333,Inactive Investor,Nick Konakis,Managing Member;Partner;Regulatory Contact,"Read & Powell Financial Services, LLC",nick@readandpowell.com,,Salesforce
9624504,,RIA MA,,,kimgun91@naver.com,,List import
11026951,Inactive Investor,Daniel Toronto,Financial Advisor,LPL Financial LLC Rhinebeck NY 6740 Rte 9,daniel.toronto@lpl.com,,Salesforce
10755138,Inactive Investor,Brian Derry,Financial Advisor,"Ameriprise Financial Services, LLC Vestal NY 1550 Vestal Pkwy E",brian.j.derry@ampf.com,,Salesforce
10657622,,Glenn Baker,,,glenn.baker@ceterafs.com,,List Import
10866144,Inactive Investor,Tyler Lovett,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",tyler_lovett@navyfederal.org,,Salesforce
10818155,Inactive Investor,Jeffrey Willard,Financial Advisor,"Wells Fargo Clearing Services, LLC Riverton UT Private Residence",jeffrey.willard@wellsfargoadvisors.com,,Salesforce
10954546,Inactive Investor,Klodiana Sina Gjikondi,,J.P. Morgan Securities LLC Peabody MA 210 Andover St,klodiana.sina@jpmorgan.com,,Salesforce
11195737,Inactive Investor,Bret Lutz,Financial Advisor,LPL Financial LLC Topeka KS 2120 SW Belle Ave,bret.lutz@lpl.com,,Salesforce
186283,,Zenon Vargas,,[Unknown],rubiel55@gmail.com,,source
9583442,,Jason Cooprider,,,jcooprider@massmutual.com,,List import
11160173,Inactive Investor,Jason Bartlett,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11162833,Inactive Investor,Lawrence Fairall,Financial Advisor,PNC Investments Toledo OH 3205 Secor Rd,lawrence.fairall@pnc.com,,Salesforce
9585673,,Mohammad Rehan,,,mohammad.rehan@pnc.com,,List import
9626067,,William Weight,,,williamwright45@gmail.com,,List import
11210287,Inactive Investor,Dmitriy Meleshko,,"Equitable Advisors, LLC Northbrook IL 425 Huehl Rd",dmitriy.meleshko@equitable.com,,Salesforce
10810210,Inactive Investor,Chad Winklepleck,Financial Advisor,Edward Jones Oregon WI 165 W Netherwood St,chad.winklepleck@edwardjones.com,,Salesforce
9557497,,Chi Fung,,,fungus8a@gmail.com,,List import
10954011,Inactive Investor,Colton Bouher,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11184142,Inactive Investor,Ty Chambers,,"Benjamin F. Edwards & Company, Inc. Midland MI 400 Ashman St",ty.chambers@benjaminfedwards.com,,Salesforce
10913177,Inactive Investor,Caitlin Baney,Financial Advisor,Edward Jones Pryor OK 100 SE 9th St,caitlin.baney@edwardjones.com,,Salesforce
10837879,Inactive Investor,Peggy Ward,,NYLIFE Securities LLC Charlotte NC Private Residence,peggyward@ft.newyorklife.com,,Salesforce
11129513,Inactive Investor,Jacob Filiatrault,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11198134,Inactive Investor,Caroline Hurst,,"Geneos Wealth Management, Inc.",churst@geneoswealth.com,,Salesforce
10666959,,Patrick Mandizha,,,pmandizha60@gmail.com,,Web Form Fillout
11202175,Inactive Investor,Tiffany Stoner,Wealth Manager,Badgley Phelps Wealth Managers,tiffs@badgley.com,,Salesforce
10849922,Inactive Investor,Barbara Sacharow,Wealth Advisor,"LWM Advisory Services, LLC",neelie.sacharow@lwmfl.com,,Salesforce
11158832,Inactive Investor,Justin Trivisonno,Financial Advisor;Senior Vice President,Morgan Stanley Westlake OH 159 Crocker Park Blvd,justin.trivisonno@morganstanley.com,,Salesforce
143475,,James Harrison,,IndexIQ,jharrison@indexiq.com,,Other
9600892,,Chad Simon,,,chad.simon@fiwealth.com,,List import
9560718,,Stuart Rosenthal,,,stuart@thebeaconnewspapers.com,,List import
9612676,,Richard Rokus,,,rrokus@greatlakesadvisors.com,,List import
11238925,Inactive Investor,Emmanuel Matte,,Presima Inc.,emmanuel.matte@presima.com,,Salesforce
11000830,Inactive Investor,Justin Rasbach,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
10929988,Inactive Investor,Jennifer Scholfield,,Cetera Advisors LLC Bella Vista AR Private Residence,,,Salesforce
11111221,Inactive Investor,Ashley Anchor,Financial Specialist,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,ashley_anchor@glic.com,,Salesforce
10925835,Inactive Investor,Jordan Zehr,Financial Professional,"Equitable Advisors, LLC Syracuse NY 100 Madison St",jordan.zehr@equitable.com,,Salesforce
11132530,Inactive Investor,Emily Koonce,Associate Wealth Advisor,Boyle Capital,ekoonce@boylecapital.com,,Salesforce
9620284,,Agustinus Pandu,,,cupandhodl@gmail.com,,List import
10783883,Inactive Investor,Kermit McDaniel,,"Avantax Investment Services, Inc. Oxford MS 1008 N Lamar Blvd",,,Salesforce
10994470,Inactive Investor,Francis D'Alia,,"Principal Securities, Inc. Austin TX 8310 N Capital of Texas Hwy",,,Salesforce
11048493,Inactive Investor,Jacob Czaja,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10813675,Inactive Investor,Peter Fogarty,,Paulson Investment Company LLC Walnut Creek CA 1255 Treat Blvd,pfogarty@paulsoninvestment.com,,Salesforce
11132988,Inactive Investor,Samantha Kersten,,LPL Financial LLC Carlton MN Private Residence,samantha.kersten@lpl.com,,Salesforce
10581682,,Baha Dakhli,,,baha.dakhli@proton.me,,Web Form Fillout
10929724,Inactive Investor,Deborah Rounick,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",drounick@ampf.com,,Salesforce
10873877,Inactive Investor,Jeffrey Sporkin,,"Farmers Financial Solutions, LLC Burbank CA 2214 W Burbank Blvd",jsporkin@farmersagent.com,,Salesforce
11015626,Inactive Investor,Chaston Horelka,,Cetera Investment Services LLC New Braunfels TX 162 W Mill St,,,Salesforce
10772621,Inactive Investor,LuAnn Maner,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Raleigh NC 3800 Glenwood Ave,luann.maner@morganstanley.com,,Salesforce
9545944,,Cole Durkin,,,cdurkin@insight2wealth.com,,List Import
11125031,Inactive Investor,Emma Rives,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",emma.rives@wellsfargo.com,,Salesforce
10603717,,Thomas Galvin,Chief Investment Officer,City National Rochdale,tom.galvin@cnr.com,,List Import
11060185,Inactive Investor,Sarah Carr,,Belpointe Asset Management LLC Towanda PA Private Residence,sarah.carr@belpointeasset.com,,Salesforce
10946363,Inactive Investor,William French,,"Oakwood Capital Securities, Inc Pasadena CA 141 W Green St",,,Salesforce
9566708,,Paul Boucher,,,peb2360@gmail.com,,List import
11045886,Inactive Investor,Richard Brown,,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",,,Salesforce
221611,,Rod Thompson,,[Unknown],rod.thompson@live.com,,
9598886,,Robert Main,,,rmain@skyboxcapital.com,,List import
10953791,Inactive Investor,Johnny Ruffin,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,johnny_ruffin@vanguard.com,,Salesforce
10916077,Inactive Investor,Janet Ferguson,,"Cambridge Investment Research, Inc. Frederick MD 5100 Buckeystown Pike",,,Salesforce
10875641,Inactive Investor,Corina Hughes,Financial Advisor;Vice President,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",corina.hughes@rbc.com,,Salesforce
10769512,Inactive Investor,Sarah Lem,,"RBC Capital Markets, LLC",sarah.lem@rbc.com,,Salesforce
10912442,Inactive Investor,Edward Oudenne,,"Osaic Wealth, Inc. Morrisville PA 301 Oxford Valley Rd",,,Salesforce
9562189,,Daniel Schainen,,,daniel@carivino.com,,List import
11140262,Inactive Investor,Sophia Despaigne,,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10878370,Inactive Investor,Richard Megica,Senior Wealth Advisor,"The Mather Group, LLC Dallas TX 5420 Lyndon B Johnson Fwy",r.megica@themathergroup.com,,Salesforce
10924839,Inactive Investor,Gary Benefiel,,"Osaic FS, Inc. Anderson IN Private Residence",,,Salesforce
11028121,Inactive Investor,Shawn Miller,,"Equitable Advisors, LLC McCall ID 409 S 3rd St",shawn.miller@equitable.com,,Salesforce
9560584,,James Krueger,,,jkrueger@financialguide.com,,List import
11126284,Inactive Investor,Michael Rowland,Vice President,"Raymond James & Associates, Inc. Melbourne FL 709 S Harbor City Blvd",michael.rowland@raymondjames.com,,Salesforce
9609097,,Jon Goodwin,,,jgoodwin@protonmail.ch,,List import
141893,,An Tran,,[Unknown],tranvu.thuyan311@gmail.com,,source
9543134,,Jay Derusso,,,jderusso@firstrepublic.com,,List import
11055844,Inactive Investor,Brian Peterson,Portfolio Associate,Morgan Stanley Hartford CT 225 Asylum St,brian.peterson@morganstanley.com,,Salesforce
11126769,Inactive Investor,Daniel Nelson,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",daniel.nelson@hantzgroup.com,,Salesforce
10946029,Inactive Investor,Marlana Splettstosser,Senior Compliance Officer;Senior Vice President,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10834627,Inactive Investor,Jae Waters,Financial Advisor,"Osaic Wealth, Inc. Brentwood TN 750 Old Hickory Blvd",jwaters@royalaa.com,,Salesforce
9628971,,Randy Lewarchik,,,randylewarchik@gmail.com,,List import
10812319,Inactive Investor,David Walker,Financial Professional,"Equitable Advisors, LLC Toledo OH 3450 W Central Ave",,,Salesforce
11136774,Inactive Investor,Revell Coy,,"Farmers Financial Solutions, LLC The Dalles OR 706 E 3rd St",,,Salesforce
9541407,,Michael Maher,,,new.england.tax@gmail.com,,List import
10800203,Inactive Investor,Robert Gauvin,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,robert.gauvin@primerica.com,,Salesforce
11065490,Inactive Investor,John Walsh,,"World Equity Group, Inc. Morristown NJ 10 Wilrich Glenn Rd",jwalsh@weg1.com,,Salesforce
11033484,Inactive Investor,Andrew Pedone,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
9546740,,Daniel Johnston,,,dan.johnston@lfg.com,,List import
340644,,Ferdinand Jahnel,Treasurer,Mercer Investments Llc,ferdinand.jahnel@mercer.com,617-747-9500,Manual List Upload
10960116,Inactive Investor,Miguel Rivas Rosado,,"Bankers Life Securities, Inc. Orlando FL 6277 Sea Harbor Dr",,,Salesforce
169373,,Henri Roussez,,[Unknown],henri.roussez@gmail.com,,Other
9637898,,Pierre Bouhanna,,,pierre.bouhanna@igeafinance.com,,List import
11140925,Inactive Investor,Matthew Moore,Financial Advisor,Edward Jones Alexandria VA 728 Jefferson St,matt.moore@edwardjones.com,,Salesforce
11165474,Inactive Investor,Mark Vuono,,"Raymond James Financial Services, Inc. Pittsburgh PA 9380 McKnight Rd",,,Salesforce
11154672,Inactive Investor,Jamie Reynolds,,Fidelity Brokerage Services LLC,jamie.reynolds@fidelity.com,,Salesforce
9630354,,Khurrum Mian,,,khurrum.mian@gmail.com,,List import
9605344,,Beth Zug,,,beth.zug@calibre.com,,List import
11132155,Inactive Investor,John Hauser,,"VIE Invest, LLC",,,Salesforce
9607640,,Admin Invicta,,,isehgal@gmail.com,,List import
11162737,Inactive Investor,Elizabeth Novak,,"Wells Fargo Clearing Services, LLC Rutherford NJ 5 Sylvan St",elizabeth.a.ramos@wellsfargo.com,,Salesforce
10606632,,Joseph Bove,Portfolio Manager,City National Rochdale,joseph.bove@cnr.com,800-245-9888,List Import
347071,,Amy Damman,Assistant Treasurer,Guggenheim Investments,amy.damman@guggenheiminvestments.com,212-739-0700,Manual List Upload
9556983,,Ulises Blando,,,relulisesblando@gmail.com,,List import
344566,,Donald Burkett,Member,"Burkett Financial Services, Llc",dburkett@burkettcpas.com,803-980-3232,Manual List Upload
11102435,Inactive Investor,Tara Bianchino,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",tara.bianchino@nm.com,,Salesforce
11047745,Inactive Investor,Christopher Zimmer,,"Bessemer Investor Services, Inc. Palm Beach FL 222 Royal Palm Way",zimmer@bessemer.com,,Salesforce
9593131,,Jérémy Houde,,,jeremy.houde29@outlook.com,,List import
9611769,,Kenneth Parsley,,,kmparsley@gmail.com,,List import
10990227,Inactive Investor,Jillian Sutton,,"N.I.S. Financial Services, Inc.",,,Salesforce
246097,,Not Provided,,BenDoverllc,hoyas49@yahoo.com,,Manual List Upload
10765141,Inactive Investor,George Bellos,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 2 Logan Sq",george.bellos@wellsfargo.com,,Salesforce
11018624,Inactive Investor,Brittney Griffin,,J.P. Morgan Securities LLC Denham Springs LA 1440 S Range Ave,brittney.griffin@jpmorgan.com,,Salesforce
10862642,Inactive Investor,Kim Sliger,Financial Associate,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",kim.h.sliger@wellsfargo.com,,Salesforce
10851807,Inactive Investor,Robert Benjamin Holland,Vice President,"Charles Schwab & Co., Inc. Pittsford NY 1250 Pittsford Victor Rd",robert-benjamin.holland@schwab.com,,Salesforce
11005930,Inactive Investor,Gina Nunez,,"Osaic Wealth, Inc. Miami FL 5730 SW 74th St",,,Salesforce
10904625,Inactive Investor,Alicia Poleski,,Fidelity Brokerage Services LLC,alicia.vargas@fidelity.com,,Salesforce
11186233,Inactive Investor,Theodore Mehlman,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,theodore.mehlman@primerica.com,,Salesforce
10856286,Inactive Investor,Thomas Kepley,Independent Advisor Representative,"Capitol Securities Management, Inc. Columbia SC 4408 Forest Dr",tkepley@capitolsecurities.com,,Salesforce
10972669,Inactive Investor,Michael Owens,,J.P. Morgan Securities LLC Indianapolis IN 7120 Emblem Dr,michael.owens@chase.com,,Salesforce
9595783,,Robert Nii,,,rnii@borrisnii.com,,List Import
11101833,Inactive Investor,Manuel Rios,,J.P. Morgan Securities LLC Cranford NJ 40 S Ave W,manuel.rios@chase.com,,Salesforce
9584505,,Gustavo Diaz,,,martavo769@gmail.com,,List import
232933,, -,,[[Unknown]],captjack2652@gmail.com,,Content
11019464,Inactive Investor,Timothy Vanderloo,Financial Advisor,Gladstone Wealth Partners Omaha NE 12801 Pierce St,timothy.vanderloo@gladstonewealth.com,,Salesforce
10943803,Inactive Investor,Arturo Bedolla,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,arturo_bedolla@vanguard.com,,Salesforce
11176085,Inactive Investor,Allen Cho,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",allen.cho@ml.com,,Salesforce
11205673,Inactive Investor,Bart Leach,Partner,"Wells Fargo Advisors Financial Network, LLC Boise ID 401 W Front St",bart.leach@wfafinet.com,,Salesforce
10968050,Inactive Investor,Peter Ried,,PFS Investments Inc. Portage MI 1595 W Centre Ave,peter.ried@primerica.com,,Salesforce
10966282,Inactive Investor,Torben Seear,Financial Advisor,Edward Jones Greenville SC 30 Patewood Dr,jensen.seear@edwardjones.com,,Salesforce
9554342,,Shuja Naib,,,tiger.shuja@yahoo.com,,List import
10861742,Inactive Investor,Justin Morris,,"Raymond James Financial Services, Inc. Suffolk VA 5859 Harbour View Blvd",justin.morris@raymondjames.com,,Salesforce
10821294,Inactive Investor,Louis Orazio,Financial Planner,Commonwealth Financial Network Suffern NY 4 Executive Blvd,lorazio@commonwealth.com,,Salesforce
11101623,Inactive Investor,Darryl Andrews,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,darryl.andrews.gxot@statefarm.com,,Salesforce
10812676,Inactive Investor,Lee Degeronimo,First Vice President;Manager,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",lee.degeronimo@wellsfargo.com,,Salesforce
10849215,Inactive Investor,Thomas Johnston,President,"Johnston Investment Advisory Services, LLC",,,Salesforce
9594921,,Dennis Udeme Akpan,,,tradewithelephant@gmail.com,,List import
9599356,,Douglas Springer,,,dspringer@helmsmanfinancial.com,,List import
11159750,Inactive Investor,Margaret Flores,Regional Vice President,PFS Investments Inc. San Antonio TX 6800 Park 10 Blvd,margaret.flores@primerica.com,,Salesforce
10755989,Inactive Investor,Cody George,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Workplace Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,cody.george@ms.com,,Salesforce
11160268,Inactive Investor,Joellen Wheeler,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
368094,,Adithya Attawar,Director,,adithya.attawar@blackrock.com,14156869625,Webinar
352679,,Jen Milam,,Mustard Seed Wealth Management,jen@msfwm.com,870-234-1618,Manual List Upload
235846,, -,,[[Unknown]],tectumltd@protonmail.com,,
9549829,,Salvador Briseno,,,salvador.briseno@53.com,,List import
10953617,Inactive Investor,Anthony Fazio,Chief Executive Officer;Director,Regency Investment Advisors Inc,,,Salesforce
11028813,Inactive Investor,Michael Milano,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9575328,,Diana Woon,,,dianawoon91@gmail.com,,List import
11106678,Inactive Investor,Akbar Pataudi,Vice President,Morgan Stanley,akbar.pataudi@morganstanley.com,,Salesforce
11063551,Inactive Investor,Alhajie Dumbuya,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
348141,,Steven Condon,Director,"Davidson Investment Advisors, Inc.",scondon@dadco.com,406-727-6111,Manual List Upload
9557771,,Matthew Teschner,,,matthew.teschner@fmr.com,,List import
123460,,Leonard Lewin,Executive Vice President,"Fiduciary Trust International, Llc",llewin@athenacapital.com, +1 781 274 9300,Manual List Upload
9591482,,Jose Minski,,,jm@wmplp.com,,List import
349907,,Jonathan Lawton,"Member, investment Advisor Representative","Openair Financial, Llc",jon@openairadvisers.com,214-233-6059,Manual List Upload
11017566,Inactive Investor,Pierce Leasca,Financial Advisor;Financial Planning Specialist,Morgan Stanley Worcester MA 100 Front St,pierce.leasca@morganstanley.com,,Salesforce
10843777,Inactive Investor,Dennis Daye,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Blue Bell PA 731 Skippack Pike",dennis.e.daye@ampf.com,,Salesforce
10867457,Inactive Investor,Markku Happonen,President;Regulatory Contact,Wealth Management Solutions,th@wmsplan.com,,Salesforce
10887108,Inactive Investor,Irvin Rentschler,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11039159,Inactive Investor,Chad Fulton,,"Farmers Financial Solutions, LLC Yukon OK 877 S Mustang Rd",,,Salesforce
11030182,Inactive Investor,Jacob Rosalez,,"Avantax Investment Services, Inc. Dubuque IA 3390 Asbury Rd",jacob.rosalez@avantax.com,,Salesforce
11034142,Inactive Investor,Bonnie Greer,,"Principal Securities, Inc. Miami FL 703 NW 62nd Ave",greer.bonnie@principal.com,,Salesforce
11159274,Inactive Investor,Frank Burkhardt,Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,frank.burkhardt@morganstanley.com,,Salesforce
351859,,Gordon Rubenstein,Managing Partner,Raine Capital Llc,gordon@raine.com,212-603-5500,Manual List Upload
11069398,Inactive Investor,Courtney Burrell,,"Empower Financial Services, Inc",courtney.burrell@empower.com,,Salesforce
5248580,,Dennis Magill,,,dmagill@payresource.com,,Web Form Fillout
10946210,Inactive Investor,Kaedan Rivera,Financial Advisor,LPL Financial LLC Salt Lake City UT 2210 S State St,kaedan.rivera@lpl.com,,Salesforce
11047427,Inactive Investor,Daniel Bass,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 1 Perimeter Park S",danny.bass@ampf.com,,Salesforce
11095953,Inactive Investor,John Martfeld,Senior Financial Advisor,"Mach-1 Financial Group, LLC",john@mach-1financial.com,,Salesforce
10857086,Inactive Investor,Franklin Taylor,Financial Professional,"MML Investors Services, LLC Sherman Oaks CA Private Residence",ftaylor@financialguide.com,,Salesforce
10949271,Inactive Investor,Heather Howell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10596381,,Dan Martin,,,dan@weststar-financial.com,,Web Form Fillout
5195066,,Don Gattis,,,don@fascile.com,7049303178,Web Form Fillout
10914351,Inactive Investor,Andrew Woudwyk,,J.P. Morgan Securities LLC Rockford MI 23 S Main St,andrew.s.woudwyk@jpmorgan.com,,Salesforce
118775,,Lucas Flores,,"MML Investors Services, LLC",lflores@financialguide.com,503-542-9420,
10827590,Inactive Investor,Michael Modica,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Port Saint Lucie FL 1800 SW Gatlin Blvd",michael.modica@ml.com,,Salesforce
10634433,,Khwaja Mujib Haque,,,dr.haque@gmail.com,,Web Form Fillout
10913052,Inactive Investor,Nico Devito,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11042961,Inactive Investor,Melissa Ramirez,,"Farmers Financial Solutions, LLC Zapata TX 902 N US Hwy 83",,,Salesforce
10832238,Inactive Investor,Gregorio Morabito,,LifeMark Securities Corp. Pearl River NY 1 Blue Hill Plz,gmorabito@lifemark.com,,Salesforce
11135037,Inactive Investor,Barry Streeter,Financial Advisor,LPL Financial LLC Seal Beach CA 3010 Old Ranch Pkwy,barry.streeter@lpl.com,,Salesforce
10841688,Inactive Investor,Morris Mayerfeld,Financial Advisor,LPL Financial LLC Lakewood NJ 713 W Kennedy Blvd,morris.mayerfeld@lpl.com,,Salesforce
11140806,Inactive Investor,Josh Halulko,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,josh.halulko@primerica.com,,Salesforce
11060934,Inactive Investor,Taran Katta,,Jefferies LLC San Francisco CA 101 California St,tkatta@jefferies.com,,Salesforce
177228,,Reto Heldstab,"Consultant, PPCmetrics",[Unknown],reto.heldstab@ppcmetrics.ch, +41 (0)44 204 31 11,Database Upload
10969297,Inactive Investor,Michael Prentice,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",michael.prentice@tiaa.org,,Salesforce
10933249,Inactive Investor,Nathan Schultz,,The Huntington Investment Company Medina OH 3460 Medina Rd,nathan.schultz@huntington.com,,Salesforce
10968366,Inactive Investor,Hunter Rex,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",hunter.rex@usbank.com,,Salesforce
9591536,,Michael Rezendes,,,michaelrezendes53@gmail.com,,List import
11217880,,Paul Soranno,,,paul.soranno.@ampf.com,,List Import
10995170,Inactive Investor,Jacob Holland,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11067744,Inactive Investor,Ronald Andre,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,ron.andre.b8rn@statefarm.com,,Salesforce
11192901,Inactive Investor,Kory Johnson,,"VALIC Financial Advisors, Inc. Portland OR 1800 SW 1st Ave",kory.johnson@valic.com,,Salesforce
11043431,Inactive Investor,Monte Malhotra,Chief Compliance Officer;Founder;President,Money Intelligence,monte@moneyintel.com,,Salesforce
10845804,Inactive Investor,Kristin Hull,Board Member,Nia Impact Capital Oakland CA 341 El Cerrito Ave,kristin@niaimpactcapital.com,,Salesforce
10964209,Inactive Investor,Heidi Hansen,,"FBL Marketing Services, LLC Walnut Grove MN 100 US Hwy 14",heidi.hansen@fbfs.com,,Salesforce
11107145,Inactive Investor,Zachary King,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,zachary_king@vanguard.com,,Salesforce
11206229,Inactive Investor,Peter Erl,,"The Investment Center, Inc. Downers Grove IL 1431 Opus Pl",perl@investmentctr.com,,Salesforce
11187797,Inactive Investor,Dustin Benning,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11052524,Inactive Investor,Germaine Watson,Independent Representative,PFS Investments Inc. Long Beach CA 3605 Long Beach Blvd,germainelaricewatson@primerica.com,,Salesforce
10760965,Inactive Investor,David Comito,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",david_comito@ml.com,,Salesforce
9605871,,Laura Hinton,,,lhinton@reliance-financial.com,,List import
9619947,,Dan Lawrence,,,ginny140@gmail.com,,List import
10658757,,Joseph Rodriguez,,,joseph.rodriguez@transamerica.com,,List Import
10835337,Inactive Investor,Michael Nunnelee,Chairman;President;Regulatory Contact,"City National Securities, Inc.",michael.nunnelee@cnb.com,,Salesforce
10978819,Inactive Investor,Adriana Munoz,,"Truist Investment Services, Inc. Silver Spring MD 12325 Georgia Ave",,,Salesforce
232776,, -,,[[Unknown]],dearlhy@hotmail.com,,
10616952,,Matthew Troutman,,,matthew.troutman@jpmorgan.com,,List Import
11182412,Inactive Investor,Kimberly Woody,Senior Portfolio Manager;Vice President,GLOBALT Investments LLC,kwoody@globalt.com,,Salesforce
9626100,,Sharon Ludher-Chandra,,,sharon.ludher@gmail.com,,List import
9541759,,Gerald Katzman,,,g_katzman@yahoo.com,,List import
11065926,Inactive Investor,Alec Chan,,"Transamerica Financial Advisors, Inc San Gabriel CA 121 S Del Mar Ave",alec.chan@transamerica.com,,Salesforce
9642275,,Josh Heenan,,,jheenan@advancedtherapyperformance.com,,List import
10825352,Inactive Investor,Samuel Torrez,,"Cambridge Investment Research, Inc. Aurora CO 3131 S Vaughn Way",,,Salesforce
10926715,Inactive Investor,Paul Holtan,,Thrivent Investment Management Inc. Fargo ND 2605 42nd St S,paul.holtan@thrivent.com,,Salesforce
240409,,Patrick Kellner,,[Unknown],pakellner@gmail.com,,Direct
10505143,,Masako Hirose,CONSULTANT,Self Employed,mhirose001@hotmail.com,5108540506,List Import
11117378,Inactive Investor,Jeanmarie Deliso,,NYLIFE Securities LLC Agawam MA 540 Meadow Street Ext,jdeliso@ft.newyorklife.com,,Salesforce
242902,,Paula Andrea Garzon,Student,Georgia State University,paulaa.garzon@gmail.com,,Manual List Upload
11157126,Inactive Investor,Kyle Van Hecke,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mokena IL 19060 Everett Blvd",kyle.vanhecke@wellsfargoadvisors.com,,Salesforce
219072,,Mark Freeborg,,[Unknown],markfreeborg@gmail.com,,Direct
10916807,Inactive Investor,Jordan Dunsmore,Vice President,LPL Financial LLC Export PA 4000 Triangle Ln,jordan.dunsmore@lpl.com,,Salesforce
90358,,Jeffrey Becker,"Chairman, Director & Chief Executive Officer",Jennison Associates,jbecker@jennison.com,212-421-1000,Manual List Upload
10934843,Inactive Investor,Andres Casillas,,"Wells Fargo Clearing Services, LLC Yorba Linda CA 20375 Yorba Linda Blvd",andres.casillas@wellsfargo.com,,Salesforce
11035850,Inactive Investor,Daniel Lotts,Financial Advisor,"Ameriprise Financial Services, LLC Altoona WI 1520 Front Porch Pl",daniel.lotts@lpl.com,,Salesforce
11011134,Inactive Investor,Jennifer Schroer,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",,,Salesforce
10891361,Inactive Investor,Saira Khan,Investment Consultant,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",saira.khan@schwab.com,,Salesforce
10918808,Inactive Investor,Camille Coke,Financial Advisor,"Ameriprise Financial Services, LLC Ocala FL 6 Poplar Trl",camille.coke@ampf.com,,Salesforce
11052385,Inactive Investor,Danielle Vander Vegt,,"U.S. Bancorp Investments, Inc. Littleton CO 2401 E Arapahoe Rd",,,Salesforce
11117139,Inactive Investor,Allen Parel,,PFS Investments Inc. Louisville KY 13279 O'Bannon Station Way,allen.parel@primerica.com,,Salesforce
10991911,Inactive Investor,Kimberly Carroll,,"Ameritas Investment Company, LLC Pittsburgh PA 7 Parkway Ctr",kimberly.carroll@ameritas.com,,Salesforce
11139126,Inactive Investor,Rasha Attia,,"Pruco Securities, LLC. Louisville KY 9300 Shelbyville Rd",rasha.attia@prudential.com,,Salesforce
10644864,,Tobias Eng,,,toby.eng@nm.com,,List Import
10959811,Inactive Investor,Kale Johnson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10955547,Inactive Investor,Ricardo Roberto,Financial Advisor,"Ameriprise Financial Services, LLC Coppell TX 580 S Denton Tap Rd",ricardo.roberto@ampf.com,,Salesforce
9561306,,Jeremy White,,,jeremy.white@lpl.com,,List import
9541346,,Ledell Green,,,ledell.green@outlook.com,,List import
10829894,Inactive Investor,Ronald Costello,,"M Holdings Securities, Inc. Red Bank NJ 331 Newman Springs Rd",ronald.costello@mfin.com,,Salesforce
11039543,Inactive Investor,Nanci Zamlen,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth MN 222 W Superior St",nanci.green@wellsfargo.com,,Salesforce
10959669,Inactive Investor,Colby Christian,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11222707,,David Schaen,,,david.schaen@nwasset.com,,List Import
11028654,Inactive Investor,John Bruggemann,Financial Advisor,"Advisors Capital Management, LLC",john.bruggemann@advisorscenter.com,,Salesforce
1001628,Inactive Investor,Brian Traynor,Senior Research Analyst,MB Investments,btraynor@mboffice.com, +1 312 960 2513(2513),
11230201,Inactive Investor,Nathan Carinci,,NYLIFE Securities LLC New York NY 420 Lexington Ave,ncarinci@ft.newyorklife.com,,Salesforce
9605469,,Lara Coviello,,,lcoviello@brinkercapital.com,,List import
11033210,Inactive Investor,Lisa Kopis,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",lisa.kopis@usbank.com,,Salesforce
10827256,Inactive Investor,Gregory Moore,,J.P. Morgan Securities LLC Nashville TN 3811 Hillsboro Pike,gregory.moore@jpmorgan.com,,Salesforce
213142,,David Nanus,Co-President,"Ls Power Equity Advisors, Llc",dnanus@lspower.com,212-615-3456,Manual List Upload
11114912,Inactive Investor,Matthew Chase,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,matthew.chase@fidelity.com,,Salesforce
340787,,Nick Letter,"Co-Director, Financial Planning",Advisors Management Group Inc,nickl@amgteam.com,608-782-0200,Manual List Upload
9538981,,Grich smitr,,,sgrich@gmail.com,,Web form fillout
10807419,Inactive Investor,David Williams,,"Cambridge Investment Research, Inc. Santa Rosa CA 1058 Wikiup Dr",,,Salesforce
10851520,Inactive Investor,Elliot Weissmark,Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 3655 N Dixie Hwy",elliot.weissmark@raymondjames.com,,Salesforce
10824058,Inactive Investor,John-Paul Pawlowski,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",john-paul_pawlowski@ml.com,,Salesforce
11018615,Inactive Investor,Faisal Amin,,J.P. Morgan Securities LLC San Clemente CA 905 N El Camino Real,faisal.amin@jpmorgan.com,,Salesforce
10897304,Inactive Investor,Kerri Conner,,"Farmers Financial Solutions, LLC Smyrna TN 697 President Pl",kconner@farmersagent.com,,Salesforce
11162054,Inactive Investor,Louis Cuomo,Financial Advisor,"TSG Alpha Partners, LLC Jersey City NJ 35 Journal Sq",,,Salesforce
121130,,Jeffrey Ruffing,,Lincoln Financial Advisors Corporation,jeffrey.ruffing@lfg.com,412-983-5545,
11035107,Inactive Investor,Yvonne Loar,,"Cambridge Investment Research, Inc. Clarksburg WV 607 E Pike St",,,Salesforce
10915497,Inactive Investor,Philip Gocke,Chief Compliance Officer;Investment Advisor;Managing Director,Opus Investments,pgocke@opusinvestment.com,,Salesforce
2419674,,Sandip kumar Kumar,,,guptasandipkumar46@gimal.com,,
11176964,Inactive Investor,Laura West,Chief Compliance Officer;Lead Advisor;Managing Member;Managing Partner,"West Financial Advisors, L.L.C. Des Moines IA 300 E Locust St",,,Salesforce
9594781,,Shalini Vaid,,,vaid.shalini@gmail.com,,List import
9578003,,jeff chester,,,jeff.chester@hotmail.com,,List import
10930521,Inactive Investor,Marcia Griesmeyer,Vice President,Wealth Management Group,,,Salesforce
10964266,Inactive Investor,Darartu Shafi,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11037196,Inactive Investor,Rodrigo Diaz,,Purshe Kaplan Sterling Investments Warrendale PA 200 Pinewood Ln,rdiaz@pksinvest.com,,Salesforce
11103156,Inactive Investor,Charles McPherson,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,charles.mcpherson@primerica.com,,Salesforce
11202541,Inactive Investor,Jeanne Miser,Chief Compliance Officer,Miser Asset Management,,,Salesforce
10970961,Inactive Investor,Matthew Bohannon,Regional Vice President,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,mbohannon@primerica.com,,Salesforce
9608911,,Steve Spartan,,,steve.spartan@sbcglobal.net,,List import
10967400,Inactive Investor,David Downey,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,david.downey@primerica.com,,Salesforce
11000126,Inactive Investor,Jabari Butler,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",jabari.butler@tiaa.org,,Salesforce
10853143,Inactive Investor,William Wallace,Chief Investment Officer;Managing Member;Partner,"Basepoint Wealth, LLC",allen.wallace@basepointwealth.com,,Salesforce
11053044,Inactive Investor,Joseph Arbolaez,,GWN Securities Inc. Miami FL 5251 SW 64th Ave,jarbolaez@gwnsecurities.com,,Salesforce
10978594,Inactive Investor,Thomas Thomsen,,"Farmers Financial Solutions, LLC West Jordan UT 8732 S Redwood Rd",tthomsen@farmersagent.com,,Salesforce
9569760,,Evan Reich,,,ereich@bluemountaincapital.com,,List import
11113579,Inactive Investor,Tyson Scofield,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Daly City CA 329 Gellert Blvd",tyson.scofield@usbank.com,,Salesforce
9605045,,Jacob Reiter,,,jreiter@verdecapitalcorp.com,,List import
11196524,Inactive Investor,Daniela Melendez,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,danielamelendez@statefarm.com,,Salesforce
10807703,Inactive Investor,Carole Caldwell,Portfolio Associate;Senior Registered Associate,Morgan Stanley Westport CT 500 Post Road E,,,Salesforce
10937736,Inactive Investor,Scott Grooters,,"American Fidelity Securities, Inc.",scott.grooters@af-group.com,,Salesforce
10813594,Inactive Investor,Cosmo Fontana,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,cosmo.fontana@ubs.com,,Salesforce
10899394,Inactive Investor,Joshua Griffin,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
209170,,Sharon Conforti,,Conforti investments Ltd,sharon.conforti@icloud.com,9.72548E+11,
9622142,,ANGEL DE LA HOZ,,,angeldlh98@gmail.com,,List import
10826300,Inactive Investor,Cole Milbrath,Financial Representative,LPL Financial LLC Spencer IA 509 Grand Ave,cole.milbrath@lpl.com,,Salesforce
8481082,,Ryan Connor,,Gm advisory group,rconnor@gmagwealth.com,,List Import
10994568,Inactive Investor,Cindy Wallace,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,cindylwallace@primerica.com,,Salesforce
9614762,,fds dsf,,,dsf@fds.com,,List import
10795686,Inactive Investor,Victor McLeod,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spartanburg SC 295 E Main St",chip_mcleod@ml.com,,Salesforce
38258,,William Brunson,,Fisher Investments,w.brunson@fi.com,,
10657360,,Michael Castillo,,,michael.castillo@atiswealth.com,,List Import
11065915,Inactive Investor,Steve Yang,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10817177,Inactive Investor,Alison Veldhuizen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cedar Rapids IA 1065 Sierra Ct NE",alison.veldhuizen@ml.com,,Salesforce
10896329,Inactive Investor,Congqun Jian,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Waltham MA 230 2nd Ave",congqun.jian@tfaconnect.com,,Salesforce
122890,,Timothy Foster,Executive Vice President,Bradley Foster & Sargent Inc,tfoster@bfsinvest.com,860-527-8050,
10644704,,Patrick Allen,,,patrick.allen@psc.com,,List Import
11162760,Inactive Investor,Jonathan Moore,Relationship Banker,"Wells Fargo Clearing Services, LLC Cockeysville MD 11234 York Rd",jonathan.moore@wellsfargo.com,,Salesforce
10618032,,Alex Lee,,,alex.lee@ceterawealth.com,,List Import
11121583,Inactive Investor,Travis Guzik,,NYLIFE Securities LLC Wenatchee WA 1301 Walla Walla Ave,tguzik01@ft.newyorklife.com,,Salesforce
335828,,Bryan Knoebel,,Personal Capital Advisors Corporation,bryan.knoebel@personalcapital.com,303-694-2280,
10662124,,John Johnson,,,michael.johnson@plantemoran.com,,List Import
10489523,,Kyle Shipley,"Assistant Vice President, Financial Solutions Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 425 Main St",kyle.m.shipley@ml.com,972-853-5231,List Import
11149118,Inactive Investor,Melissa Logan,,LPL Financial LLC Ontario OR 153 SW 1st St,melissa.logan@lpl.com,,Salesforce
10859503,Inactive Investor,Eric Carmichael,Financial Advisor,Edward Jones Bend OR 695 NW York Dr,eric.carmichael@edwardjones.com,,Salesforce
11141314,Inactive Investor,Roger Hodge,,Country Capital Management Company,roger.hodge@countryfinancial.com,,Salesforce
11136646,Inactive Investor,Prasan Knotek,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",prasan.knotek@nm.com,,Salesforce
9646485,,Charless Perelman,,,chuck_perelman@usa.net,,List import
10960925,Inactive Investor,Robert Schneeweis,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer,Yes Wealth Management,,,Salesforce
11041613,Inactive Investor,Iain Reilly,,Cetera Advisors LLC San Diego CA 1011 Camino Del Rio S,iain.reilly@ceteraadvisors.com,,Salesforce
9607601,,Van Wynn,,,forthecrown@sbcglobal.net,,List import
10923927,Inactive Investor,Joel Christner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",joel.christner@ml.com,,Salesforce
11010736,Inactive Investor,Ross Davidson,,PFS Investments Inc. Chalfont PA 31 Oak Ave,ross.davidson@primerica.com,,Salesforce
11093239,Inactive Investor,David Roche,,Cetera Investment Services LLC Latham NY 43 British American Blvd,david.roche@ceterais.com,,Salesforce
11094280,Inactive Investor,David Turlington,Financial Advisor;Financial Services Professional,Modern Capital Securities Inc.,dturlington@financialguide.com,,Salesforce
7148747,,Helen Partz,,,helen.partz@cointelegraph.com,,Web form fillout
9627807,,Angel RodriguezGonzalez,,,linconl67@yahoo.com,,List import
10799682,Inactive Investor,Fabrizio Fabrizio,,LPL Financial LLC Fairfield CT 1055 Post Rd,fabrizio.fabrizio@lpl.com,,Salesforce
226462,, -,,[[Unknown]],partner66777@mail.ru,,Initial Salesforce Import
10659912,,Thirupathy Nathan,,,thirupathy.nathan@ceterafs.com,,List Import
336463,,Eric Aber,"Partner, llc Member",Renaissance Investment Management,ema@reninv.com,513-723-4500,Manual List Upload
201642,,Fred Hoffmeister,,[Unknown],fredhoffmeister@gmail.com,,source
8715693,,Dale Davenport,,,dalewdavenport@gmail.com,,Web form fillout
9638152,,J Bryan Watts,,,bwatts@winstonpartners.com,,List import
10828734,Inactive Investor,William Reilly,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",wreilly@ml.com,,Salesforce
11176856,Inactive Investor,Daniel Trost,Investment Advisor Representative,D.A. Davidson & Co. Helena MT 40 W 14th St,dtrost@dadco.com,,Salesforce
10849324,Inactive Investor,Genny Pignatiello,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",genny.pignatiello@wellsfargoadvisors.com,,Salesforce
10772727,Inactive Investor,Jeffrey Piepgras,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",j_piepgras@ml.com,,Salesforce
10617174,,Michael Vera,,,michael.j.vera@chase.com,,List Import
10773279,Inactive Investor,John Zimmerlink,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",j.zimmerlink@ml.com,,Salesforce
173987,,Rick Coker,,[Unknown],riccoker@gmail.com,,Organic Search
11202269,Inactive Investor,Michael Merlin,Founder,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mmerlin@rockco.com,,Salesforce
10842999,Inactive Investor,William Stoskopf,,"Osaic Wealth, Inc. East Lansing MI 200 Woodland Pass",,,Salesforce
11148668,Inactive Investor,Jose Roura Gil De Lamadrid,,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
9622772,,Eduardo Barbosa,,,ed_barbosa@msn.com,,List import
222642,,Luis Ramones,,[Unknown],ldanielr133@gmail.com,,Direct
11228897,Inactive Investor,Joseph Hensel,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10613327,,Mark Sudol,"Financial Advisor, Senior Vice President - Wealth Management",,mark.sudol@ubs.com,,List Import
10645145,,Forest Suber,,,forest.suber@chase.com,,List Import
10897883,Inactive Investor,Daniel Stewart,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",daniel.j.stewart@ml.com,,Salesforce
10840827,Inactive Investor,Susan Quirk,,"Stifel, Nicolaus & Company, Incorporated Boston MA 20 Custom House St",bransfields@stifel.com,,Salesforce
11153306,Inactive Investor,Kenton Mickley,,"ValMark Securities, Inc. Mount Vernon OH 710B S Main St",,,Salesforce
11075711,Inactive Investor,Daniel Baca,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,daniel.baca@jpmorgan.com,,Salesforce
9553951,,Richard Tescione,,,richietesh@comcast.net,,List import
9570525,,Juan Carlos Muñoz Cárdenas,,,juancmc1970@gmail.com,,List import
10876969,Inactive Investor,Zach Specht,,"M Holdings Securities, Inc. Houston TX 2001 Kirby Dr",zach.specht@mfin.com,,Salesforce
10862664,Inactive Investor,Maurice Braswell,,GWN Securities Inc.,mbraswell@gwnsecurities.com,,Salesforce
11208072,Inactive Investor,John Benson,,"City National Securities, Inc. Los Angeles CA 2029 Century Park E",benson@cnb.com,,Salesforce
9647000,,Antonio Lotta,,,antolotta@gmail.com,,List import
10611870,,Robert Dewaele,"Financial Advisor, Financial Planning Specialist",,rob.dewaele@morganstanley.com,,List Import
11116958,Inactive Investor,Trent Davis,,Paulson Investment Company LLC,tdavis@paulsoninvestment.com,,Salesforce
10488406,,Callie Mcfall,Client Associate,Rockefeller Financial LLC,cmcfall@rockco.com,,List Import
10615428,,Stephen Wentz,"Financial Advisor, Vice President",,stephen.wentz@morganstanley.com,,List Import
11144457,Inactive Investor,Rashmi Dhankhar,Premier Banker,"Wells Fargo Clearing Services, LLC Rockville MD 502 Hungerford Dr",rashmi.dhankhar@wellsfargo.com,,Salesforce
339439,,Mariah Dehaven,,Financial Engines Advisors L.l.c.,mdehaven@edelmanfinancialengines.com,(703) 969-8337,
10882447,Inactive Investor,Landon Graff,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9560534,,stephen cassel,,,sbcassel5@gmail.com,,List import
11234273,Inactive Investor,Nadine Kureghian,,"Farmers Financial Solutions, LLC Pasadena CA 36 S Kinneloa Ave",,,Salesforce
10867215,Inactive Investor,Thomas Danko,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10807889,Inactive Investor,Paul Prewitt,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 207 E Livingston St",paul.c.prewitt@ampf.com,,Salesforce
351201,,Emily Fuchs,Bam Billing Support Specialist,"Buckingham Strategic Partners, Llc",efuchs@bamadvisor.com,314-725-0455,Manual List Upload
10774455,Inactive Investor,Barbra Delvecchio,Portfolio Associate,Morgan Stanley Middleton MA 35 Village Rd,barbra.delvecchio@morganstanley.com,,Salesforce
11008503,Inactive Investor,Evan Kahn,Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Portfolio Management Director;Wor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,evan.kahn@morganstanley.com,,Salesforce
11112361,Inactive Investor,Annette Principio,,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",,,Salesforce
11074267,Inactive Investor,Richard Lauer,Chief Compliance Officer;Director,Lauer Capital Management Ltd,rich@lauercapital.com,,Salesforce
10847608,Inactive Investor,Stephen Coville,Chief Compliance Officer;President,"ALCO Advisors, Inc. Marshfield MA 1 Snow Rd",,,Salesforce
11254626,Inactive Investor,Jack Edelman,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
11254113,Inactive Investor,Taylor Mavrakos,,LPL Financial LLC Safety Harbor FL 335 9th Ave N,taylor.mavrakos@lpl.com,,Salesforce
11074381,Inactive Investor,Robert Walker,Vice President,Robert M Walker & Associates,,,Salesforce
11210218,Inactive Investor,Alicia O'Donel,Financial Advisor,Edward Jones Lancaster PA 555 Greenfield Rd,,,Salesforce
11014828,Inactive Investor,Thomas Buckholt,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
11192595,Inactive Investor,Jonathan Montgomery,Investment Advisor;Managing Partner;Partner;Regulatory Contact,"Waters, Parkerson & Co., LLC New Orleans LA 228 Saint Charles Ave",bmontgomery@watersparkerson.com,,Salesforce
11054664,Inactive Investor,Guadalupe Flores,,"Farmers Financial Solutions, LLC Oxnard CA 183 Montgomery Ave",lflores5@farmersagent.com,,Salesforce
11003575,Inactive Investor,Corey Lacoppola,,"MML Investors Services, LLC Warren NJ 184 Liberty Corner Rd",clacoppola@financialguide.com,,Salesforce
11208101,Inactive Investor,Matthew Sims,,"Allstate Financial Services, LLC Andover KS 608 N Andover Rd",mattsims@allstate.com,,Salesforce
10763325,Inactive Investor,Timothy Brennan,Audit Director,J.P. Morgan Securities LLC New York NY 253 Broadway,timothy.a.brennan@jpmorgan.com,,Salesforce
10836165,Inactive Investor,Kenneth Rosenbaum,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,kenneth.rosenbaum@opco.com,,Salesforce
10844717,Inactive Investor,Michael Thomas,,"Raymond James Financial Services, Inc. Templeton CA 317 S Main St",michael.thomas@raymondjames.com,,Salesforce
10964825,Inactive Investor,Thomas Minnick,Associate Advisor,LPL Financial LLC Hudson OH 5697 Darrow Rd,thomas.minnick@lpl.com,,Salesforce
11094250,Inactive Investor,Reilly Smith,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10879790,Inactive Investor,Phillip Miller,,"First Horizon Advisors, Inc. Memphis TN 4385 Poplar Ave",rmiller@firsthorizon.com,,Salesforce
9575010,,George Breuninger,,,gbreuninger@pennadvisors.com,,List import
1791409,,Alexis Siriani,,,alexis.siriani@gmail.com,,
11050405,Inactive Investor,Daniel Hawley,Chief Investment Officer;Owner;President,Hawley Advisors,dan@hawleyadvisors.com,,Salesforce
11132442,Inactive Investor,Radha Moffitt,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9611403,,Paul Zettl,,,pzettl@cohenandsteers.com,,List import
9637878,,Steven Reeder,,,sreeder@bbandt.com,,List import
9631943,,allan normington,,,anormington@bloomberg.net,,List import
10900798,Inactive Investor,Walter Mack,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",walter.mack@rbc.com,,Salesforce
11163647,Inactive Investor,Benjamin Armstrong,Chief Compliance Officer;President,Conifer Bay Capital LLC Winnetka IL Private Residence,ben@coniferbay.com,,Salesforce
9547015,,Dan Morgan,,,dmorgan@secureinvestmentmanagement.com,,List import
11260719,Inactive Investor,Connor Kirkwood,Markets Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10906586,Inactive Investor,Sharon Jennings,,"Geneos Wealth Management, Inc. Knoxville TN 924 Scenic Dr",,,Salesforce
10928042,Inactive Investor,Peter Inman,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,painman@ft.newyorklife.com,,Salesforce
9561114,,David Rutherford,,,david.rutherford@outlook.com,,List import
10656970,,Ruben Soler,,,ruben.x.soler@ampf.com,,List Import
10914522,Inactive Investor,Jessica Eisemann,Financial Advisor,Edward Jones Salisbury MD 106 Milford St,jessica.eisemann@edwardjones.com,,Salesforce
11038704,Inactive Investor,Heath Burch,Director - Wealth Management,Copper Financial Leawood KS 10601 Mission Rd,hburch@cacu.com,,Salesforce
10862740,Inactive Investor,Guy Young,Owner,Young Financial & Insurance Services,guy@youngfinancial.com,,Salesforce
11018188,Inactive Investor,James Austin,Financial Advisor;Vice President,UBS Financial Services Inc. Franklin TN 6100 Tower Cir,james.austiniii@ubs.com,,Salesforce
10811862,Inactive Investor,Michael Preisz,Founder;President,Preisz Financial,michael@preisz.com,,Salesforce
10878052,Inactive Investor,Justin Bruzzese,,"New England Schooner, Inc.",jbruzzese@neschooner.com,,Salesforce
10939114,Inactive Investor,John Rhode,,The O.N. Equity Sales Company Chicago Heights IL 448 Dixie Hwy,jrhode@onesco.net,,Salesforce
11132566,Inactive Investor,Joseph Gerharz,Chief Financial Officer,"TIAA Kaspick, LLC",jgerharz@kaspick.com,,Salesforce
11159106,Inactive Investor,James Moyer,Associate Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",jm.moyer@raymondjames.com,,Salesforce
9633867,,Justin Brantley,,,justin.brantley@us.bnpparibas.com,,List import
10619543,,Richard Von Loewe,,,richard.von.loewe@morganstanley.com,,List Import
11095770,Inactive Investor,Mike Mickels,Chief Compliance Officer;Managing Partner;President,CochranMickels Retirement Specialist,mmickels@cochranmickels.com,,Salesforce
11212840,Inactive Investor,Karen Aston,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,kraston@ft.newyorklife.com,,Salesforce
10488895,,Katherine Canon,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,katherine.canon@jpmorgan.com,,List Import
10881649,Inactive Investor,Samuel Robinson,,Park Avenue Securities LLC Dothan AL 170 Belmont Dr,,,Salesforce
10645846,,Susan Darby,,,susan.darby@morganstanley.com,,List Import
9601228,,Spencer Ellis,,,spencer@townsquarecapital.com,,List import
11099882,Inactive Investor,Joseph Calabrasi,Managing Member,"Lionsight Capital, LLC",jcalabrasi@lionsightcapital.com,,Salesforce
10845471,Inactive Investor,Edward Byrd,Financial Advisor,Edward Jones Fort Worth TX 6620 Bryant Irvin Rd,ed.byrd@edwardjones.com,,Salesforce
9569791,,Kevin Dunn,,,kevin@nishkama.com,,List import
374144,,Randall Trigg,,retired,rtrigg3@att.net,6157945308,Google Natural Search
10976536,Inactive Investor,Christina Anderson,,Cetera Investment Services LLC Clarksville TN 2155 Lowes Dr,,,Salesforce
11114400,Inactive Investor,William Meyer,Private Wealth Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",bill_meyer@ml.com,,Salesforce
65519,,Alexa Dean,,The Huntington Investment Company,alexa.dean@huntington.com,800-543-7517,
11076719,Inactive Investor,William Monroe,Partner,Aull & Monroe,,,Salesforce
9554940,,Mark Pappa,,,mark@frplan.com,,
121968,,Rory Robison,Financial Advisor,Eagle Strategies LLC,rcrobison@ft.newyorklife.com,541-349-8752,
10915509,Inactive Investor,Peter Cirignano,,LPL Financial LLC Bedminster NJ 500 Hills Dr,peter.cirignano@lpl.com,,Salesforce
11095844,Inactive Investor,Matthew Manies,Advisor,"Moneta Group Investment Advisors, LLC",mmanies@monetagroup.com,,Salesforce
10658582,,Harriet Kensek,,,hkensek@calamos.com,,List Import
11210789,Inactive Investor,Lisa Baverso,,"Truist Investment Services, Inc. Hickory NC 2727 S NC 127 Hwy",,,Salesforce
103130,,Derek Doran,Chief Compliance Officer,Capra Ibex Advisors Llc,ddoran@capraibex.com,212-621-4700,Manual List Upload
11180811,Inactive Investor,Michael Burch,Branch Manager,"Wells Fargo Clearing Services, LLC Port Huron MI 522 Huron Ave",michael.burch@wfadvisors.com,,Salesforce
11064989,Inactive Investor,Michael Fries,,"Raymond James Financial Services, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
10756192,Inactive Investor,Micheal Wasson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",micheal.wasson@ml.com,,Salesforce
11116228,Inactive Investor,Liam Fitzgerald,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
11090047,Inactive Investor,Erik Roberts,Chief Compliance Officer;Chief Executive Officer;Founder,Infinitus Wealth Management LLC,erik.roberts@infinituswealth.com,,Salesforce
337999,,Jeff Welch,Management Consulting,"Chatham Investment Advisors, Llc",jwelch@chathamfinancial.com,610-925-3120,Manual List Upload
10421867,,BEN BEHE SONIA,,,sonia571@hotmail.com,,Web Form Fillout
10855940,Inactive Investor,Kenneth Krey,Managing Member;Partner;Vice President,"Financial Independence Advisors, LLC",,,Salesforce
11174324,Inactive Investor,Wesley Sharp,,LPL Financial LLC Fredericktown MO 101 S Mine La Motte St,wesley.sharp@lpl.com,,Salesforce
10983487,Inactive Investor,Kenneth Mcquay,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nottingham MD 7990 Honeygo Blvd",kenneth.mcquay@ml.com,,Salesforce
345163,,George Mccall,"CFP, partner",Investment Advisory Group Llc,georgemccall@iagadvisors.com,781-826-1235,Manual List Upload
374708,Inactive Investor,Mike Rashes,Principal,Bracebridge,mike@brcap.com,6179477607,Salesforce
210282,,Benjamin Fernandez,,United States,bfernandez2424@gmail.com,,Organic Search
9556571,,Timothy Sturdy,,,tim.sturdy@fciadvisors.com,,List import
9639393,,nanny Zhang,,,zhangnanxi789@163.com,,List import
11125981,Inactive Investor,Suzanne Cleypool,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
10659377,,Debra Greening,,,debra.l.greening@morganstanley.com,,List Import
11009741,Inactive Investor,Melissa Nehrt,Chief Compliance Officer;Director - Operations,"Powers Advisory Group, LLC",melissa@powersinvest.com,,Salesforce
10918225,Inactive Investor,Jacob Cross,,"HighTower Securities, LLC Mission KS 2001 Shawnee Mission Pkwy",jcross@hightoweradvisors.com,,Salesforce
11202690,Inactive Investor,Joseph Gross,,Vanguard Marketing Corporation,joseph_gross@vanguard.com,,Salesforce
10647461,,Brendan Thompson,,,brendan.thompson@tiaa.org,,List Import
9598914,,??????? ??????????????,,,pinprapar@gmail.com,,List import
11061009,Inactive Investor,C Venkatesh,Chief Compliance Officer;President,"CN Wealth Management, LLC",,,Salesforce
9634726,,David Jack,"Product Specialist, Director",Snowcap Capital Management,djack@snowcm.com,,List import
237518,, -,,[[Unknown]],lpj99vv@gmail.com,,
11028975,Inactive Investor,Joshua Edson,,Key Investment Services LLC Burlington WA 711 Haggen Dr,joshua.edson@key.com,,Salesforce
11104618,Inactive Investor,Evelyn Birbilas,,Key Investment Services LLC Denver CO 2305 S Colorado Blvd,evelyn.birbilas@key.com,,Salesforce
10955154,Inactive Investor,Alisa Epperson,Financial Advisor,Edward Jones Lake City FL 221 SW Stonegate Ter,alisa.epperson@edwardjones.com,,Salesforce
11013232,Inactive Investor,Otto Gindler,,"Concourse Financial Group Securities, Inc. Austin TX 100 E Anderson Ln",otto.gindler@concoursefinancial.com,,Salesforce
10842854,Inactive Investor,John Lupario,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
10883273,Inactive Investor,Leticia Sanchez,Financial Advisor,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,leticia.sanchez@lpl.com,,Salesforce
11133706,Inactive Investor,Erich Fischer,Financial Advisor,Money Concepts Capital Corp Libertyville IL 1509 N Milwaukee Ave,efischer@moneyconcepts.com,,Salesforce
11159556,Inactive Investor,Robert Malina,,"Frost Brokerage Services, Inc.",robert.malina@frostbank.com,,Salesforce
10837632,Inactive Investor,Zak Shapiro,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",zak.shapiro@ampf.com,,Salesforce
194106,,Liam Cosgrove,,[Unknown],liammcosgrove@gmail.com,,source
11057493,Inactive Investor,Gregory Vaughn,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,gregory.vaughn@chase.com,,Salesforce
10758708,Inactive Investor,Joseph Muziani,Senior Registered Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,joseph.m.muziani@morganstanley.com,,Salesforce
9564946,,Michael Metts,,,michael.metts@morganstanley.com,,List import
11210625,Inactive Investor,Siddharth Subramanyam,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",sid.subramanyam@nm.com,,Salesforce
10926672,Inactive Investor,Timothy Friedrich,Associate Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 2 Righter Pkwy",timothy.friedrich@ampf.com,,Salesforce
11000463,Inactive Investor,James Cahlik,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,jamescahlik@statefarm.com,,Salesforce
9540497,,Corey Hendershot,,,chendershot@bamadvisor.com,,List Import
11106748,Inactive Investor,Timothy Quinn,Chief Compliance Officer;Chief Executive Officer;Owner,"Quinn Financial Planning, LLC",tquinn@quinnfp.com,,Salesforce
11146035,Inactive Investor,Kyle Hanlon,Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",kyle.hanlon@wellsfargoadvisors.com,,Salesforce
10892514,Inactive Investor,Brian Skinner,Financial Advisor,LPL Financial LLC Milford CT 472 Wheelers Farms Rd,brian.skinner@lpl.com,,Salesforce
9597725,,Michael Scarola,,,mscarola@altai.com,,List import
10852647,Inactive Investor,Anthony Smyrneos,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Wautoma WI 925A E Division St,asmyrneos@commonwealth.com,,Salesforce
10867525,Inactive Investor,Scott Halpern,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9573166,,Julie Luther,,,julie.luther@tfaconnect.com,,List import
9545490,,Joshua Pace,,,jlpace@firstrepublic.com,,List import
10803808,Inactive Investor,Raymond Bold,,"Raymond James Financial Services, Inc. Arlington TX 1615 W Abram St",raymond.bold@raymondjames.com,,Salesforce
11115029,Inactive Investor,Daniel Dickman,,PFS Investments Inc. Eden NC 451 Longhook Rd,daniel.dickman@primerica.com,,Salesforce
11087070,Inactive Investor,Adamson Wright,Financial Advisor,"Intercarolina Financial Services, Inc.",,,Salesforce
11136108,Inactive Investor,Gerrit Shuffstall,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",gerrit.shuffstall@ml.com,,Salesforce
9567008,,Mark Teodosio,,,mteodosio@wradvisors.com,,List import
11238545,Inactive Investor,Rachel Spasser,,Accel-kkr,rspasser@accel-kkr.com,,Salesforce
9633286,,J Dillon Schoff,,,dillonschoff1@gmail.com,,List import
10780211,Inactive Investor,William Hjerpe,Financial Advisor,"Ameriprise Financial Services, LLC Napa CA 1766 3rd St",william.j.hjerpe@ampf.com,,Salesforce
11167885,Inactive Investor,Gabriel Aguilar,Financial Advisor,Edward Jones Cypress TX 10242 Greenhouse Rd,gabriel.aguilar@edwardjones.com,,Salesforce
11088004,Inactive Investor,Kelly Eisch,Financial Advisor,"Ameriprise Financial Services, LLC De Pere WI 444 Reid St",kelly.eisch@ampf.com,,Salesforce
11132111,Inactive Investor,Alexander Means,Financial Advisor;Vice President,Means Wealth Management Greenville SC 325 Augusta St,,,Salesforce
10894014,Inactive Investor,Marilyn Sullivan,President,TD Private Client Wealth LLC Hartford CT 203 Trumbull St,marilyn.sullivan@td.com,,Salesforce
11202290,Inactive Investor,Memo Martinez,,PFS Investments Inc. Concord CA 1800 Sutter St,guillermo.martinez@primerica.com,,Salesforce
10898874,Inactive Investor,Robert Rowe,Chief Compliance Officer;Managing Member;Managing Partner,"Rowe Consulting Group, LLC",,,Salesforce
10988312,Inactive Investor,Zachary Pohlenz,Wealth Advisor,Clayton Wealth Partners,,,Salesforce
11165396,Inactive Investor,Michael Darby,Financial Advisor,LPL Financial LLC Hattiesburg MS 6440 US Hwy 98,mike.darby@lpl.com,,Salesforce
10781872,Inactive Investor,Ryan Murdock,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,ryan.murdock@fidelity.com,,Salesforce
10612724,,Daniel Robinson,Financial Advisor,,dan.robinson@lpl.com,,List Import
230028,, -,,[[Unknown]],krystyn271@gmail.com,,
9628616,,Noël Lachance,,,noel.lachance11@gmail.com,,List import
195032,,Joseph Henderson,,"Johnson Investment Counsel, Inc.",jhenderson@johnsoninv.com,(734) 668-4040,
10866691,Inactive Investor,Vincent Villani,,"PHX Financial, Inc.",vvillani@phoenixinc.com,,Salesforce
9542475,,JACKSON MCGONAGLE,,,jackson.mcgonagle@fmr.com,,List import
11091909,Inactive Investor,Nicholas Eyl,Private Client Advisor,J.P. Morgan Securities LLC Parker CO 13151 S Parker Rd,nick.eyl@jpmorgan.com,,Salesforce
11027154,Inactive Investor,Tanya Rodriguez,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11118339,Inactive Investor,Allison Gormier,,"Mason Securities, Inc.",agormier@masoncompanies.com,,Salesforce
10805539,Inactive Investor,James Fantaski,,"Cambridge Investment Research, Inc. Fresno CA 7110 N Fresno St",,,Salesforce
10798448,Inactive Investor,David Ying,,Evercore Group L.L.C.,,,Salesforce
10913705,Inactive Investor,Diana Estrella Velastegui,Premier Banker,"Wells Fargo Clearing Services, LLC Lansdale PA 1758 Allentown Rd",,,Salesforce
11094757,Inactive Investor,Steven Wagner,Chief Executive Officer;Co-Founder;Managing Member,"Omnia Family Wealth, LLC",swagner@omniawealth.com,,Salesforce
10617362,,Sunita Malhotra,,,sunita.malhotra@prudential.com,,List Import
10907298,Inactive Investor,Kirandeep Kaur,,PFS Investments Inc. Newburgh NY 1662 Rte 300,kirandeep.kaur@primerica.com,,Salesforce
11191602,Inactive Investor,Matthew Canning,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sudbury MA 22 Union Ave",matthew.canning@ml.com,,Salesforce
11020195,Inactive Investor,Carissa Casagrande,,"Avantax Investment Services, Inc. Melville NY 324 S Service Rd",,,Salesforce
9572268,,Dennis Crilly,,,dennis.crilly@dacfunds.com,,List import
10646240,,King Cavalier,,,sutton.cavalier@raymondjames.com,,List Import
10805177,Inactive Investor,David Poulin,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Boston MA 53 State St",david.poulin@rbc.com,,Salesforce
371774,,Jorge Cueto,,United States,jcueto@cs.stanford.edu,,Salesforce
11298449,Inactive Investor,Gautam Chhada,Portfolio Manager,Brown Advisory,gchhada@brownadvisory.com,,news
10856424,Inactive Investor,William Ryan,Co-Branch Office Manager;Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Cincinnati OH 8044 Montgomery Rd,johnryan@janney.com,,Salesforce
8785260,,Mark Chapman,,,m.online@ms-jn.com,2143730563,Web Form Fillout
10658960,,Bruce Young,,,byoung@mesirowfinancial.com,,List import
9644835,,mihaly szilagyi,,,misiwins@gmail.com,,List import
10821458,Inactive Investor,Jimmie Summers,,San Blas Securities LLC,jim.summers@sanblassecurities.com,,Salesforce
11236329,Inactive Investor,Carson Perkins,Associate Advisor,"Heritage Retirement Advisors, LLC",carson@heritage-retirement.com,,Salesforce
11057184,Inactive Investor,Robert Anderson,,LPL Financial LLC Lyons KS 201 East Ave S,robert.anderson@lpl.com,,Salesforce
10787770,Inactive Investor,Billy Mcgriff,Founder,The McGriff Alliance Pisgah AL 111D Thornton St,,,Salesforce
9641668,,David Fragale,,,dfragale@alum.mit.edu,,List import
9596796,,Sean Butson,,,sean@dc-cm.com,,List import
38283,,James Pace,Financial Consultant,Thrivent Investment Management Inc.,james.pace@thrivent.com,561-843-6856,
10944125,Inactive Investor,William Davis,,"The Leaders Group, Inc.",,,Salesforce
10838628,Inactive Investor,Renee Brusky,Client Service Associate,Morgan Stanley Green Bay WI 111 N Washington St,renee.brusky@msgraystone.com,,Salesforce
9627806,,Gökhan Solmaz,,,roselejyonhappy@gmail.com,,List import
11034991,Inactive Investor,Matthew Naylor,Wealth Advisor,LPL Financial LLC American Fork UT 893 W State Rd,matthew.naylor@lpl.com,,Salesforce
11132406,Inactive Investor,Ashley Dunbar,,J.P. Morgan Securities LLC Bridgeport WV 1507 Johnson Ave,ashley.m.james@jpmorgan.com,,Salesforce
10752496,Inactive Investor,Clayton Perkins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
11109610,Inactive Investor,John Dunlap,Financial Advisor,Edward Jones Nixa MO 729 W Center Cir,john.dunlap@edwardjones.com,,Salesforce
53858,,Geoffrey Grenert,Chief Compliance Officer And Managing Member,Cypress Strategies,geoff@cypressnv.com,775-322-4500,Manual List Upload
11073572,Inactive Investor,Chris Fraijo,Financial Advisor,"Navy Federal Investment Services, LLC San Bernardino CA 1049 Harriman Pl",chris_fraijo@navyfederal.org,,Salesforce
10761044,Inactive Investor,Danny Pham,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fremont CA 3161 Stevenson Blvd",danny.pham@schwab.com,,Salesforce
10967005,Inactive Investor,Caitlyn Dunbar,Financial Advisor,Edward Jones Evergreen CO 31207 Keats Way,caitlyn.dunbar@edwardjones.com,,Salesforce
11098399,Inactive Investor,Mildred Hyder,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,mhyder@supremealliancellc.com,,Salesforce
9586030,,Atul Goswami,,,akgoswami.sbi@gmail.com,,List import
11006886,Inactive Investor,Jeffrey Funderburk,,"Cambridge Investment Research, Inc. Grand Junction CO 372 Ridges Blvd",,,Salesforce
11172774,Inactive Investor,Sarah Lowrey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
11039599,Inactive Investor,Chad Gerbig,,Cetera Investment Services LLC,,,Salesforce
10765426,Inactive Investor,Samuel Quinn,Managing Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,samuel.h.quinn@jpmorgan.com,,Salesforce
11024113,Inactive Investor,Karla Condor Iglesias,,PFS Investments Inc. Chantilly VA 14120 Newbrook Dr,kcondor-iglesias@primerica.com,,Salesforce
235820,, -,,[[Unknown]],esegura1470@gmail.com,,Paid Search
11182897,Inactive Investor,Joshua Murray,National Sales Director,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,joshua.murray@primerica.com,,Salesforce
10999702,Inactive Investor,Traci Bjorklund,Financial Advisor,Edward Jones Bellingham WA 1200 Old Fairhaven Pkwy,traci.bjorklund@edwardjones.com,,Salesforce
9616890,,Alan Gunshor,,,gunshor@gmail.com,,List import
10880475,Inactive Investor,Eric Williams,Financial Advisor,Edward Jones Chapel Hill NC 190 Chatham Downs,eric.c.williams@edwardjones.com,,Salesforce
9630343,,matthew Horton,,,matthew.k.horton@gmail.com,,List import
334877,,John Click,Senior Vice President,"Meeder Asset Management, Inc.",jclick@pfadm.com,800-325-3539,Manual List Upload
11064204,Inactive Investor,Erica Sellers,Financial Advisor,Edward Jones Chapin SC 425 Lexington Ave,erica.sellers@edwardjones.com,,Salesforce
10910022,Inactive Investor,Daniel Zajac,,Commonwealth Financial Network Exton PA 740 Springdale Dr,dzajac@commonwealth.com,,Salesforce
9591164,,Peter L,,,peterthewisdomrock@gmail.com,,List import
11044435,Inactive Investor,Martin Chipps,Regional Vice President,"Principal Securities, Inc.",,,Salesforce
9558932,,Nathan Harper,,,nathanharper67@outlook.com,,List import
10659552,,Ryan Watson,,,rwatson@farmersagent.com,,List Import
11032763,Inactive Investor,Sean Scanlon,,Citigroup Global Markets Inc.,,,Salesforce
10973086,Inactive Investor,Jovaan Volcy,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
10832905,Inactive Investor,Velma Bowen,Financial Advisor,"Ameriprise Financial Services, LLC Bowling Green MO 1214 E Champ Clark Dr",velma.s.bowen@ampf.com,,Salesforce
11054711,Inactive Investor,Jose Avila,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,javila.uxng4@primerica.com,,Salesforce
10957488,Inactive Investor,Trenton Walker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9641303,,Phillip Washington,,,phillip@stonehillwm.com,,List import
11197636,Inactive Investor,Robert Stutch,Chief Executive Officer;Founder,Fidere,robert@fidere.co,,Salesforce
11220749,,Linh Pham,,,lpham@ayco.com,,Other
10828268,Inactive Investor,Jeffrey Cornell,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",jeffrey.cornell@raymondjames.com,,Salesforce
10870252,Inactive Investor,Jean Desrosiers,,NYLIFE Securities LLC Westport MA 948 American Legion Hwy,jpdesrosiers@ft.newyorklife.com,,Salesforce
10769317,Inactive Investor,Mick Rognlien,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",mick.rognlien@ml.com,,Salesforce
10757912,Inactive Investor,James Higgins,Financial Advisor,"Wells Fargo Clearing Services, LLC Coralville IA 501 12th Ave",j.scott.higgins@wellsfargoadvisors.com,,Salesforce
62176,,Karen House,Chief Compliance Officer,"Pinnacle Wealth Management, Llc",karen@pinnacle-wealthmanagement.com,731-287-4646,Manual List Upload
11073074,Inactive Investor,Jerry Van Ausdle,,"Osaic Wealth, Inc. Lewiston ID 828 8th Ave",,,Salesforce
9602214,,Michael Levy,,,mlevys@aol.com,,List import
10992092,Inactive Investor,Adam Harris,,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,,,Salesforce
11200960,Inactive Investor,Donald Leeds,,"Von Kohorn Research & Advisory, Inc.",,,Salesforce
11103925,Inactive Investor,Glenn Sweeten,Financial Advisor,LPL Financial LLC Georgetown DE 120 S Bedford St,glenn.sweeten@lpl.com,,Salesforce
11049796,Inactive Investor,Timothy Stetson,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,timothy.stetson@fidelity.com,,Salesforce
11254517,Inactive Investor,Timothy Linaugh,,"The Leaders Group, Inc.",,,Salesforce
10643939,,Kevin Wales,,,kevin.wales@lfg.com,,List Import
11036831,Inactive Investor,Charles Weinstein,,"The Leaders Group, Inc.",,,Salesforce
9546857,,Jan Stastny,,,likepeas@gmail.com,,List import
10910285,Inactive Investor,Joshua Post,Financial Advisor,Edward Jones Salem OH 2380 Southeast Blvd,joshua.post@edwardjones.com,,Salesforce
10958426,Inactive Investor,Joseph Hillebrand,,"Empower Financial Services, Inc Topeka KS 800 SW Jackson St",joseph.hillebrand@empower.com,,Salesforce
11166999,Inactive Investor,Kevin Knisley,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,kevin.knisley@ubs.com,,Salesforce
11075131,Inactive Investor,Heather Simone,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",heather.simone@ml.com,,Salesforce
10992005,Inactive Investor,Ashley Ethridge,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,aethridge@ft.newyorklife.com,,Salesforce
10645457,,Katherine Dombroski,,,katherine.e.moran@jpmorgan.com,,List Import
9615606,,Anthony Kosinski,,,akosinski@gwwade.com,,List import
10931689,Inactive Investor,Edward Frelly,Financial Advisor,LPL Financial LLC Colorado Springs CO 6805 Corporate Dr,ed.frelly@lpl.com,,Salesforce
11011718,Inactive Investor,Kylee Bowden,,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
9599288,,Gary Wedbush,,,gwedbush@wedbush.com,,List import
10810587,Inactive Investor,Joseph Roccia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joseph.roccia@ml.com,,Salesforce
10976799,Inactive Investor,Corey Ingram,Relationship Banker,J.P. Morgan Securities LLC Sugar Land TX 2410 Hwy 6,corey.ingram@jpmorgan.com,,Salesforce
11136029,Inactive Investor,Narsai Toma,Registered Associate;Second Vice President,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",narsai.toma@northerntrust.com,,Salesforce
10918932,Inactive Investor,Mohamad Hussein,Financial Advisor,Edward Jones Marshall MI 333 S Kalamazoo Ave,mo.hussein@edwardjones.com,,Salesforce
11095786,Inactive Investor,Christopher Russo,Assistant Portfolio Manager;Member,Gardner Russo & Quinn LLC,,,Salesforce
10983650,Inactive Investor,Patrick Rykwalder,,"Greenwell Capital Management, LLC",,,Salesforce
10862895,Inactive Investor,Emilo Gancayco,Financial Advisor,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,sonny.gancayco@morganstanley.com,,Salesforce
10947335,Inactive Investor,Lisa Rookaird,Wealth Management Affluent Banker,"U.S. Bancorp Investments, Inc. Bothell WA 16412 9th Ave SE",,,Salesforce
9541384,,Jen Senhaji,,,jennifer@makergrowth.com,,List import
11080862,Inactive Investor,Sean Ovelmen,,J.P. Morgan Securities LLC Goleta CA 5787 Calle Real,sean.ovelmen@jpmorgan.com,,Salesforce
11100526,Inactive Investor,Lawrence Liebman,Financial Advisor;First Vice President;Senior Investment Management Consultant,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,lawrence.liebman@morganstanley.com,,Salesforce
10838797,Inactive Investor,Charles Laughridge,,Cetera Advisor Networks LLC Greenville NC Private Residence,,,Salesforce
10912094,Inactive Investor,Caleb Frankart,Financial Advisor,"Blue Jay Financial Group, LLC",caleb.frankart@bluejayfg.com,,Salesforce
10798094,Inactive Investor,Scott Zoldan,Branch Manager;Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,scott.m.zoldan@morganstanley.com,,Salesforce
10829196,Inactive Investor,Gay Benn,Senior Registered Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,rashaun.benn@morganstanley.com,,Salesforce
10918641,Inactive Investor,Amy Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",amy.2.johnson@ampf.com,,Salesforce
9639006,,Christopher Zyda,,,chris@mozaic-llc.com,,List import
10888647,Inactive Investor,Cynthia Gutz,,"U.S. Bancorp Investments, Inc.",,,Salesforce
9647047,,Tu Pham,,,phamanhtu17295@gmail.com,,List import
11219386,,Kate Hostetter,,,kate.weil@lpl.com,,Other
10791615,Inactive Investor,Stephen Gressett,,Commonwealth Financial Network Medford OR 3560 Excel Dr,sgressett@commonwealth.com,,Salesforce
9614886,,Anna Korepanova,,,anya325@gmail.com,,List import
11083669,Inactive Investor,Aimee Carlisle,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10959681,Inactive Investor,Milan Thompson,,Fidelity Brokerage Services LLC,,,Salesforce
10489590,,Keith Lisonbee,Account Executive,Fisher Investments,k.lisonbee@fi.com,,List Import
10977375,Inactive Investor,Daniel Oaklief,Investment Advisor Representative,B.A. Schrock Wealth Management,,,Salesforce
11128312,Inactive Investor,Phillip Summersett,,Thrivent Investment Management Inc. Van Wert OH 10730 Lincoln Hwy,phillip.summersett@thrivent.com,,Salesforce
9559382,,Evan Purkiss,,,evan.purkiss@fidelity.com,,List import
11035634,Inactive Investor,William Sterling,Investment Consultant,"Raymond James & Associates, Inc. Boston MA 1 International Pl",will.sterling@alexbrown.com,,Salesforce
248173,,Joann Canosa,Head of BD - NFT Americas,Nuvei,joann.canosa@gmail.com,,Manual List Upload
204736,,R Lawrence Vandenberg,,[Unknown],rlvdberg@yahoo.com,,Content
10899797,Inactive Investor,Matthew Chanda,,Fidelity Brokerage Services LLC,,,Salesforce
11029972,Inactive Investor,Scott Hackl,,"Cambridge Investment Research, Inc. Appleton WI 540 S Westland Dr",,,Salesforce
10826329,Inactive Investor,Russell Munn,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3761 Westerre Pkwy",,,Salesforce
9549024,,Jim Hunter,,,jim.hunter@securitiesamerica.com,,List import
9548594,,Nestor Saavedra,,,saavfox@gmail.com,,List import
11142178,Inactive Investor,Payton Jutte,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",payton.jutte@nm.com,,Salesforce
10807475,Inactive Investor,Thomas Mahoney,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,thomas.n.mahoney@ubs.com,,Salesforce
9590471,,Laurean Nardone,,,laurean.nardone@shiragroup.com,,List import
10874998,Inactive Investor,Diana Marcin,,Purshe Kaplan Sterling Investments Melville NY 105 Broadhollow Rd,dmarcin@pksinvest.com,,Salesforce
7165347,,Seby Ouseph,,,cryparenaworld@gmail.com,,Web form fillout
10505941,,Penny Di Giovanna,Wealth Advisor,Financial Planning By Design,penny@financialplanningbydesign.com,321-999-7250,List import
10958747,Inactive Investor,Marco Brandimarte,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11115401,Inactive Investor,Lashawn Hayes,Senior Registered Associate,Morgan Stanley Santa Barbara CA 1111 Coast Village Rd,lashawn.hayes@morganstanley.com,,Salesforce
11218539,,Christopher Mackenzie,,,chris.mackenzie@gjsco.com,,List Import
9637348,,Hugo Knuesel,,,knuesel1@icloud.com,,List import
9620266,,Wayne Poller,,,wspjr1975@gmail.com,,List import
11038641,Inactive Investor,Noemi Bravo Rebollar,,LPL Financial LLC Richardson TX 1271 W Campbell Rd,noemi.bravo-rebollar@lpl.com,,Salesforce
2077482,,fan he,,,879796443@qq.com,,
11006411,Inactive Investor,Jeff Costello,Financial Associate,Thrivent Investment Management Inc. Sonora CA Private Residence,jeff.costello@thrivent.com,,Salesforce
11091379,Inactive Investor,Cathy Yance,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,,,Salesforce
10811686,Inactive Investor,Ranauldo Wright,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,ranauldo.wright@primerica.com,,Salesforce
10806491,Inactive Investor,Kathryn Josey,Financial Solutions Advisor;Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11260004,Inactive Investor,Julie Soulek,,"Raymond James Financial Services, Inc. Chamberlain SD 201 N Courtland St",,,Salesforce
9641790,,Dhirendra Simanshu,,,simanshu@gmail.com,,List import
10882103,Inactive Investor,Ronald Cantalupo,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",rcantalupo@phoenixinc.com,,Salesforce
10616597,,Curt Magurean,,,curtis.magurean@lpl.com,,List Import
10903782,Inactive Investor,Blake Davidson,Registered Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,blake.davidson@morganstanley.com,,Salesforce
11191794,Inactive Investor,Michelle Estanol-Ulicki,,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",michelle.estanol@schwab.com,,Salesforce
10826686,Inactive Investor,Richard Canestraro,Financial Professional,Money Concepts Capital Corp Kent OH 3982 State Rte 43,rcanestraro@moneyconcepts.com,,Salesforce
10850280,Inactive Investor,John Hibshman,Financial Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",john.hibshman@lfg.com,,Salesforce
11229795,Inactive Investor,Robert Bruce,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,,,Salesforce
10885974,Inactive Investor,Samuel Fulmer,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,samuel.fulmer@jpmorgan.com,,Salesforce
10937666,Inactive Investor,Jennifer Lucius,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,jennifer.lucius@fidelity.com,,Salesforce
10619226,,Dylan Lustig,,,dylan.lustig@marinerwealthadvisors.com,,List Import
11177997,Inactive Investor,Malena Madariaga,,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,malena.madariaga@jpmorgan.com,,Salesforce
9926473,,Socaciu Nicolae,,,hotflame79@gmail.com,,Web form fillout
10898050,Inactive Investor,Marissa Vandenberg,Senior Client Associate,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",marissa.vandenberg@wellsfargoadvisors.com,,Salesforce
11030270,Inactive Investor,Todd Wartman,Supervising Principal,Lincoln Investment Union KY Private Residence,twartman@lincolninvestment.com,,Salesforce
11061723,Inactive Investor,Lawrence Papagni,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11070354,Inactive Investor,Bruce Gross,Financial Advisor,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",bruce.gross@wellsfargo.com,,Salesforce
11204370,Inactive Investor,Stuart Lesser,Financial Advisor,Edward Jones Englishtown NJ 300 Gordons Corner Rd,stuart.lesser@edwardjones.com,,Salesforce
10835925,Inactive Investor,Michael Garlisi,Vice President,"Raymond James & Associates, Inc. Ocala FL 2701 SW 34th St",michael.garlisi@raymondjames.com,,Salesforce
10904830,Inactive Investor,Christopher Ganoe,Assistant Vice President,LPL Financial LLC,christopher.ganoe@lpl.com,,Salesforce
10853426,Inactive Investor,Justin Leslein,,"Northern Trust Securities, Inc.",justin.leslein@northerntrust.com,,Salesforce
10826911,Inactive Investor,John Banko,,"Osaic Wealth, Inc. Palmerton PA 502 Delaware Ave",johnbanko@royalaa.com,,Salesforce
9635301,,Kristin Norton,,,kristin.norton@50southcapital.ntrs.com,,List import
10934142,Inactive Investor,Timothy Mccollum,,NYLIFE Securities LLC Naples FL 4524 Silver Fox Dr,tmccollum@ft.newyorklife.com,,Salesforce
11139667,Inactive Investor,Hagop Malatian,Investment Specialist,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",hagop.malatian@ampf.com,,Salesforce
10618907,,Michael Wise,,,michael.wise1@morganstanley.com,,List Import
11037497,Inactive Investor,Paul Klosterman,,"Osaic Wealth, Inc. Marco Island FL Private Residence",,,Salesforce
9552722,,Jeffery Gunderson,,,jeffery.gunderson@securitiesamerica.com,,List import
10837128,Inactive Investor,Roger McChesney,Financial Advisor;Financial Representative;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",roger.mcchesney@nm.com,,Salesforce
11081189,Inactive Investor,Joshua Hall,,"Robinhood Financial, LLC Denver CO 2373 15th St",joshua.hall@robinhood.com,,Salesforce
11059494,Inactive Investor,Brandon Sass,District Leader,PFS Investments Inc. San Jose CA 3031 Tisch Way,brandon.sass@primerica.com,,Salesforce
9596417,,brandon baltazor,,,brandon.baltazor@yahoo.com,,List import
11100283,Inactive Investor,Steven Boyer,,"Allstate Financial Services, LLC Kingwood TX 1800 Northpark Dr",stevenboyer@allstate.com,,Salesforce
11132725,Inactive Investor,Ginny Robinson,Senior Investment Specialist,William Blair Denver CO 201 Columbine St,grobinson@williamblair.com,,Salesforce
10806214,Inactive Investor,Eileen Hochstadt,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",hochstadte@stifel.com,,Salesforce
11128871,Inactive Investor,Antonio Villarreal,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10835129,Inactive Investor,Randy Packett,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;President,"Chesapeake Capital Management, LLC",rpackett@chesapeakecm.com,,Salesforce
11136568,Inactive Investor,Palmer Ogden,Financial Advisor;First Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,palmer.ogden@morganstanley.com,,Salesforce
9543438,,Jimmy Lee,,,drlee@jwclee.com,,List import
4092501,,Avnish Rai,,,mittwa@gmail.com,,Web Form Fillout
11093855,Inactive Investor,Steven Hasenmueller,Investment Executive,LPL Financial LLC Ballwin MO 518 Holshire Way,steve.hasenmueller@lpl.com,,Salesforce
11172671,Inactive Investor,Tashia Joseph,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Melbourne FL 6769 N Wickham Rd",,,Salesforce
10918005,Inactive Investor,Tullen Bach,,LPL Financial LLC Grass Valley CA 420 Sierra College Dr,tullen.bach@lpl.com,,Salesforce
11164280,Inactive Investor,Robert Roy,Chief Executive Officer;Founder;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",robert.roy@nm.com,,Salesforce
10935628,Inactive Investor,Wilfredo Miranda,,"Ausdal Financial Partners, Inc. Villa Park IL 1S 443 Summit Ave",,,Salesforce
10975297,Inactive Investor,Jeremy Myrum,Wealth Manager,Creative Planning Minneapolis MN 8500 Normandale Lake Blvd,jeremy.myrum@creativeplanning.com,,Salesforce
10857379,Inactive Investor,Jared Sosa,Investment Advisor Representative,LPL Financial LLC Castle Pines CO Private Residence,jared.sosa@lpl.com,,Salesforce
11070101,Inactive Investor,John Carnes,,"Raymond James Financial Services, Inc. Denver CO 3190 S Wadsworth Blvd",john.carnes@raymondjames.com,,Salesforce
10884767,Inactive Investor,Serge Avizov,,J.P. Morgan Securities LLC New York NY 109 Delancey St,serge.x.avizov@chase.com,,Salesforce
10860488,Inactive Investor,Timothy Mayben,Principal,United Planners' Financial Services of America A Limited Partner Plano TX 5409 Grasmere Dr,,,Salesforce
10784830,Inactive Investor,Marshall Jaffe,Managing Director,Neuberger Berman BD LLC,marshall.jaffe@nb.com,,Salesforce
10789355,Inactive Investor,Martin Yocum,Financial Advisor,Commonwealth Financial Network Lebanon PA 23 S 4th St,myocum@commonwealth.com,,Salesforce
10890089,Inactive Investor,Patrick Belniak,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",patrick.belniak@equitable.com,,Salesforce
10942603,Inactive Investor,Daniel Russell,Chief Compliance Officer,"Naviter Wealth, LLC",drussell@naviterwealth.com,,Salesforce
11197001,Inactive Investor,John Marian,,"Fifth Third Securities, Inc. Tampa FL 201 E Kennedy Blvd",,,Salesforce
10922059,Inactive Investor,Kaitlyn Monson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Rochester MN 3147 Superior Dr NW",kaitlyn.dewitz@ampf.com,,Salesforce
10830522,Inactive Investor,Matthew Bragg,Director;Executive Vice President;Vice President,"Smith, Moore & Co. Moberly MO 520 N Morley St",mbragg@smithmoore.com,,Salesforce
7585849,,Mark Acuff,,,mark.acuff1@outlook.com,,Web Form Fillout
11034750,Inactive Investor,Edwin Altamirano,,Vanguard Marketing Corporation,edwin_altamirano@vanguard.com,,Salesforce
11003916,Inactive Investor,Zane Kennedy,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",zane.kennedy@tiaa.org,,Salesforce
10763740,Inactive Investor,Susana Rosello,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 5701 Legacy Dr",susana.rosello@ml.com,,Salesforce
9604589,,James Andre,,,jandrestsuri@gmail.com,,List import
9586052,,shireen Reddy,,,shireenareddy@gmail.com,,List import
11142041,Inactive Investor,Joseph Schroen,,Cetera Advisors LLC Salisbury MD 953 Mount Hermon Rd,joseph.schroen@ceteraadvisors.com,,Salesforce
10937245,Inactive Investor,Allen Zutz,,Cetera Financial Specialists LLC Bemidji MN 4701 Stacy Ann Dr NW,,,Salesforce
11013188,Inactive Investor,Charles O'Neill,,PFS Investments Inc. Bohemia NY 1650 Sycamore Ave,charles.oneill@primerica.com,,Salesforce
11087297,Inactive Investor,Patrick Topper,Financial Planner,"Pruco Securities, LLC. Buffalo NY 5477 Main St",pat.topper@prudential.com,,Salesforce
10489374,,Robert Smith,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",allen.smith@rbc.com,972-612-2918,List Import
11131583,Inactive Investor,John Billy,Chief Compliance Officer;Managing Member;Managing Partner,"Portfolio Medics, LLC",jbilly@portfoliomedics.com,,Salesforce
9549635,,Jake Dotson,,,jake@ohanaadvisors.com,,List import
11138430,Inactive Investor,Jeffrey Harring,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc.",jeff.harring@raymondjames.com,,Salesforce
10920808,Inactive Investor,Jeffrey Pereira,Chief Compliance Officer;Owner,"Pereira, Jeffrey Brian",,,Salesforce
336624,,Jonathan Price,"Vice President, Asset Management",Axium Infrastructure Us Inc.,jprice@axiuminfra.com,646-449-9058,Manual List Upload
11150471,Inactive Investor,Geffrey Miller,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",geffrey.miller@gwrs.com,,Salesforce
183456,,Satoshi Nachamoto,,[Unknown],satoshinachamoto@gmail.com,,Organic Search
10863287,Inactive Investor,John Marcelia,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;Principal,M Group,john@planwithm.com,,Salesforce
11158225,Inactive Investor,Arend Warmerdam,,"First Citizens Investor Services, Inc. San Francisco CA 222 2nd St",,,Salesforce
11026688,Inactive Investor,Daniel Heenan,Senior Financial Associate,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",daniel.p.heenan@rbc.com,,Salesforce
11191762,Inactive Investor,William Hangan,Private Client Advisor,"Citizens Securities, Inc. Woonsocket RI 67 Cumberland St",william.j.hangan@citizenssecurities.com,,Salesforce
11201328,Inactive Investor,David Bernacchia,,"Steward Partners Investment Solutions, LLC New York NY 140 E 45th St",david.bernacchia@stewardpartners.com,,Salesforce
9415760,,Alex Sopak Nominees ATF The Sentosa Trust,,Sopak Nominees ATF The Sentosa Trust,ahill789@gmail.com, +61401639080,List Import
10890192,Inactive Investor,Travis Jackson,Financial Advisor,Edward Jones Sacramento CA 3301 Watt Ave,travis.jackson@edwardjones.com,,Salesforce
10489000,,John Liekar,Vice President,Federated Securities Corp. Plano TX Private Residence,jliekar@federatedinv.com,,List Import
10509852,,Michael Daudelin,President,"Allegiance Financial Services, Inc.",advisor@allegianceinvest.com,,List Import
11174789,Inactive Investor,Kenneth Roban,,"Steward Partners Investment Solutions, LLC New York NY 140 E 45th St",kenneth.roban@stewardpartners.com,,Salesforce
10765798,Inactive Investor,Brian Golden,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8425 Pulsar Pl",,,Salesforce
199509,,Edward Dinaro,,NUTTER INVESTMENT ADVISORS,edinaro@aol.com,(617) 439-2535,Organic Search
10949439,Inactive Investor,Soon Christian,Chief Executive Officer,"RChristianFinancial Consultants, LLC",soon@rchristianfinancial.com,,Salesforce
11231653,Inactive Investor,Ashley Bollman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10781663,Inactive Investor,Roman Korkmazsky,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,roman.f.korkmazsky@jpmorgan.com,,Salesforce
10798920,Inactive Investor,Sabrina Rhodes,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated College Station TX 1509 Emerald Pkwy",sabrina_rhodes@ml.com,,Salesforce
11036740,Inactive Investor,Nicholas Lupo,,LPL Financial LLC Irvine CA 3 Park Plz,nicholas.lupo@lpl.com,,Salesforce
11199735,Inactive Investor,John Musni,Financial Advisor,Edward Jones Salinas CA 201 Monterey Salinas Hwy,john.musni@edwardjones.com,,Salesforce
10812349,Inactive Investor,Joseph Dobbs,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",joe.dobbs@nm.com,,Salesforce
11101952,Inactive Investor,Mark Grande,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 160 Federal St,mark.grande@jpmorgan.com,,Salesforce
11094467,Inactive Investor,William Schiffman,,"ValMark Securities, Inc. Columbus OH 890 Proprietors Rd",,,Salesforce
11125983,Inactive Investor,Kwadwo Adutwum,Vice President,Morgan Stanley San Francisco CA 555 California St,kojo.adutwum@morganstanley.com,,Salesforce
10834279,Inactive Investor,David Helverson,,"Wells Fargo Advisors Financial Network, LLC Chicago IL 10 S Wacker Dr",david.helverson@wfafinet.com,,Salesforce
9634704,,Andrew Derslice,,,drew.vanderslice@epne.net,,List import
10890496,Inactive Investor,Jonathan Hamby,,"Northwestern Mutual Investment Services, LLC Saint Simons Island GA 20 Market St",jonathan.hamby@nm.com,,Salesforce
9578157,,Shunichi Sueno,,,ssueno@hotmail.com,,List import
10877290,Inactive Investor,Nikolas Sutherland,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9572434,,Arthur Williams,,,awilliams@ssvfunds.com,,List import
10959559,Inactive Investor,Jeffrey Comer,,MissionSquare Investment Services,,,Salesforce
237298,, -,,[[Unknown]],halinapotter@yahoo.com,,Advertising
11157759,Inactive Investor,Craig Sullivan,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",craig.sullivan@wellsfargoadvisors.com,,Salesforce
11028586,Inactive Investor,Sarah Shivers,Chief Compliance Officer;Managing Member;Principal,Simplify Financial Planning,sarah@simplifyfinancial.com,,Salesforce
9610099,,A Morley,,,anthonyvzmorley@protonmail.com,,List import
11229176,Inactive Investor,Alexander Jackson,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11012281,Inactive Investor,Alex Friedlander Ergas,,CGIS Securities LLC,,,Salesforce
341717,, -,,[[Unknown]],2998572437@qq.com,,
11028691,Inactive Investor,Greg Winter,,Thurston Springer Financial,gwinter@thurstonspringer.com,,Salesforce
10831797,Inactive Investor,Brent Bartell,Financial Associate;Investment Analyst,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,brent.bartell@thrivent.com,,Salesforce
11042763,Inactive Investor,Trang Nguyen,,"Allstate Financial Services, LLC San Jose CA 2003 Tully Rd",trangnguyen@allstate.com,,Salesforce
10782679,Inactive Investor,Ann Dybalski,,Vanguard Marketing Corporation,ann_dybalski@vanguard.com,,Salesforce
10774193,Inactive Investor,Kelly Johnson,,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",kelly.johnson@wellsfargoadvisors.com,,Salesforce
10905652,Inactive Investor,Joseph Barton,Division Leader,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,joseph.barton@primerica.com,,Salesforce
11236400,Inactive Investor,Daniel Huston,Investment Analyst,Chequers Financial Management LLC,daniel.huston@chequersfinancial.com,,Salesforce
232535,, -,,[[Unknown]],patrickgergen1993@gmail.com,,
10797060,Inactive Investor,Guy Ben Ari,Financial Advisor,Edward Jones Alameda CA 1050 Marina Village Pkwy,guy.benari@edwardjones.com,,Salesforce
11078981,Inactive Investor,Joshua Lewis,,"Barnabas Capital, LLC",,,Salesforce
9590205,,Daren Wolf,,,daren@merchdesigngroup.com,,List import
10999984,Inactive Investor,Brian Peckham,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",brian.peckham@gwrs.com,,Salesforce
10837706,Inactive Investor,Tina Moore,,"Cambridge Investment Research, Inc. Appleton WI 540 S Westland Dr",,,Salesforce
11141233,Inactive Investor,Stephen Gagne,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",stephen.r.gagne1@wellsfargoadvisors.com,,Salesforce
10785096,Inactive Investor,Clinton Cooper,,"Citizens Securities, Inc.",clinton.n.cooper@ccoinvest.com,,Salesforce
212137,,Daniel Howard,,[Unknown],dh@10tfund.com,,
11137938,Inactive Investor,Scott Buchanan,Financial Advisor Trainee,"Stifel, Nicolaus & Company, Incorporated Succasunna NJ 15 Commerce Blvd",buchanans@stifel.com,,Salesforce
11016608,Inactive Investor,Brenda Jurado,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,brenda.jurado@fidelity.com,,Salesforce
10977093,Inactive Investor,Mark Tsoulos,Financial Advisor;Financial Professional,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",mtsoulos@financialguide.com,,Salesforce
9563586,,Mariam Makishvili,,,makishvili.mariam@gmail.com,,List import
10765046,Inactive Investor,Eleanor Barnes,Financial Advisor,Morgan Stanley Madison CT 741 Boston Post Rd,eleanor.barnes@morganstanley.com,,Salesforce
9647095,,marek zejda,,,mzejda@rblt.com,,List import
10951820,Inactive Investor,Robert Graham,,Key Investment Services LLC Fishkill NY 738 Rte 9,robert_graham@keybank.com,,Salesforce
11088859,Inactive Investor,Angel Gulizio,Financial Professional Associate,"Pruco Securities, LLC. Babylon NY 60 Fire Island Ave",angel.gulizio@prudential.com,,Salesforce
11121538,Inactive Investor,Karin Eshelman,,"Principal Securities, Inc.",eshelman.karin@principal.com,,Salesforce
10897093,Inactive Investor,Paul Day,Financial Advisor,LPL Financial LLC Chesapeake VA 1317 Executive Blvd,paul.day@lpl.com,,Salesforce
11013884,Inactive Investor,Justin Mosher,,"Wells Fargo Advisors Financial Network, LLC Reno NV 595 Humboldt St",,,Salesforce
11012609,Inactive Investor,Mabel Acosta,,J.P. Morgan Securities LLC Miami FL 12001 SW 26th St,mabel.acosta@chase.com,,Salesforce
9466542,,Branislav Novak,,Branislav Novak,nbrano@hotmail.com,,Organic Search
11173301,Inactive Investor,Eric Purdy,,LPL Financial LLC Candler NC Private Residence,eric.purdy@lpl.com,,Salesforce
10955852,Inactive Investor,Alycea Vitela,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9609077,,Jam Zovein,,,jam@anchor.la,,List import
370868,,alireza shahmir barzoki,,Iran,alirezashahmiir@gmail.com,,Salesforce
10761150,Inactive Investor,Joseph Bartholomew,Advisor;Managing Director,Rockefeller Financial LLC Richmond VA 200 S 10th St,jbartholomew@rockco.com,,Salesforce
10992328,Inactive Investor,Anissa Nourse,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,anissa.nourse@jpmorgan.com,,Salesforce
10907636,Inactive Investor,Jeremiah Oliver,,"Farmers Financial Solutions, LLC Bothell WA 22232 17th Ave SE",joliver1@farmersagent.com,,Salesforce
10792157,Inactive Investor,James McNamara,,Citigroup Global Markets Inc.,james.b.mcnamara@citigroup.com,,Salesforce
10894063,Inactive Investor,Joseph Truscott,Private Client Advisor,J.P. Morgan Securities LLC Sun City AZ 10300 W Thunderbird Blvd,joseph.truscott@jpmorgan.com,,Salesforce
11208638,Inactive Investor,Jessica Jones,,"American Fidelity Securities, Inc.",jessica.jones@americanfidelity.com,,Salesforce
2930157,,Michael Meschede,,,michael@alphawealth.co.za,,
11051560,Inactive Investor,Matt Buersmeyer,Investment Advisor,Fisher Investments,m.buersmeyer@fi.com,,Salesforce
11005020,Inactive Investor,Katelyn Clark,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",,,Salesforce
10779170,Inactive Investor,Chrystina Gibson,,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",,,Salesforce
11133669,Inactive Investor,Ken Ho,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11105796,Inactive Investor,Jose Guzman,,NYLIFE Securities LLC Tulsa OK 2431 E 61st St,jdguzmanjr@ft.newyorklife.com,,Salesforce
10834004,Inactive Investor,Matthew Fields,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Lake Oswego OR 5400 Meadows Rd,mfields@rwbaird.com,,Salesforce
10865382,Inactive Investor,Anthony Alleca,Financial Advisor,Edward Jones Hamburg NY 3040 Amsdell Rd,anthony.alleca@edwardjones.com,,Salesforce
10995793,Inactive Investor,Charles Christensen,Chief Financial Officer;President,"Christensen Group Financial, LLC",cchristensen@christensengroup.com,,Salesforce
9626515,,Mark Koppelmann,,,markkoppelmann@gmail.com,,List import
11051487,Inactive Investor,Eric Efron,Co-Portfolio Manager;Member;Portfolio Manager,"Texas Institutional Investment Management, LLC",,,Salesforce
11039023,Inactive Investor,Shruti Mehta,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
11220671,,Vishnu Lekraj,,,vishnu.lekraj@onedigital.com,,Other
9605160,,Charles Minter,,,minter@comstockfunds.com,,List import
11058866,Inactive Investor,David Melendy,Managing Director;Vice President;Vice President - Advisory Services,"Silver Oak Securities, Incorporated Knoxville TN 9729 Cogdill Rd",dmelendy@silveroaksecurities.com,,Salesforce
10829728,Inactive Investor,Nannette Lewis,Senior Client Associate,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,nannette.lewis@ubs.com,,Salesforce
11009101,Inactive Investor,Jeffrey Finlayson,,Cetera Advisor Networks LLC Boca Raton FL 7284 W Palmetto Park Rd,,,Salesforce
9572183,,Michael Kaufman,,,mkaufman@makcap.com,,List import
1002660,Inactive Investor,Colby Harlow,"Chief Compliance Officer, Portfolio Manager, President",Harlow Capital Management,colby@harlow-capital.com,1-214-754-0800,3rd Party Lead Gen
10977896,Inactive Investor,Jakob Nines,,Vanguard Marketing Corporation,jakob_nines@vanguard.com,,Salesforce
11019922,Inactive Investor,Brandon Wong,,J.P. Morgan Securities LLC Sacramento CA 4450 Florin Rd,brandon.wong@jpmorgan.com,,Salesforce
10877736,Inactive Investor,Richard Harris,Chief Compliance Officer;Financial Advisor,Aspire Growth Partners LLC,rick@aspiregrowthpartners.com,,Salesforce
10958404,Inactive Investor,David Lewis,Chief Compliance Officer;Member;President,"Montlake Capital Management, LLC Dallas TX 13155 Noel Rd",,,Salesforce
10946961,Inactive Investor,Miriam Baresh,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,miriam.baresh@primerica.com,,Salesforce
11159102,Inactive Investor,Clinton Graves,Vice President,"Raymond James & Associates, Inc. San Francisco CA 101 California St",clinton.graves@raymondjames.com,,Salesforce
11124784,Inactive Investor,Steven Sklover,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",steven.sklover@wellsfargoadvisors.com,,Salesforce
10974549,Inactive Investor,Shanna Mirfakhraei,,J.P. Morgan Securities LLC Foothill Ranch CA 26791 Portola Pkwy,shanna.mirfakhraei@chase.com,,Salesforce
10805082,Inactive Investor,Orlando Maldonado,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Morrisville PA 385 Oxford Valley Rd",orlando.maldonado@wfafinet.com,,Salesforce
11096113,Inactive Investor,Kevin Durkin,Chief Compliance Officer;Chief Investment Officer;Founder;Manager,"Ballina Capital, LLC",,,Salesforce
11057303,Inactive Investor,Peter Sartori,Advisor,"Ashton Thomas Securities, LLC Rochester NY 2243 Lyell Ave",,,Salesforce
11124779,Inactive Investor,Michael Miskel,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Oxnard CA 300 E Esplanade Dr",michael.miskel@wellsfargoadvisors.com,,Salesforce
9635671,,Conor Horowitz,Investment Analyst,"Banner Oak Capital Partners, Lp",chorowitz@banneroak.com,,List import
9552840,,Aaron Kwan,,,ak@peakstreet.com,,List import
11006856,Inactive Investor,Sonia Hicks,Private Wealth Advisor,"Ameriprise Financial Services, LLC McPherson KS 100 S Main St",sonia.m.hicks@ampf.com,,Salesforce
9560819,,Isaac Commodore,,,gufuuu731@gmail.com,,List import
10871831,Inactive Investor,Shawn Pursell,,Park Avenue Securities LLC Drums PA 3 E Butler Dr,shawn_pursell@glic.com,,Salesforce
11233092,Inactive Investor,Jordan Johnson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Knoxville TN 800 S Gay St",,,Salesforce
10995267,Inactive Investor,Joshua Wittenauer,Associate,Edward Jones,,,Salesforce
11010611,Inactive Investor,Zandra Johnson,,PFS Investments Inc. Kansas City MO 1301 Oak St,,,Salesforce
10611939,,Suzanne Weiser,"Assistant Vice President, Financial Advisor, Financial Planning Specialist, Portfolio Management Director",,suzanne.weiser@morganstanley.com,,List Import
10924543,Inactive Investor,John Barnes,Financial Planner,LPL Financial LLC Riverside CA Private Residence,john.barnes@lpl.com,,Salesforce
10557992,,Joseph Gunter,,,josephgunter95@gmail.com,,Web Form Fillout
9633363,,Mansour Ahmadi,,,mansourahmadi154@gmail.com,,List import
10841865,Inactive Investor,Douglas Waire,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,douglaswaire@statefarm.com,,Salesforce
10752389,Inactive Investor,Thomas Kirchner,,&Partners Terre Haute IN 4600 S Springhill Jct,thomas.kirchner@andpartners.com,,Salesforce
10986969,Inactive Investor,Jessica Smith,Relationship Manager,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",smith.jessica.j@principal.com,,Salesforce
9558945,,John Barry,,,john.barry@voyafa.com,,List import
11085653,Inactive Investor,Paul Binsfield,Financial Advisor,Edward Jones Mount Vernon IA 203 1st St NW,mark.binsfield@edwardjones.com,,Salesforce
9585093,,Brian Gevry,,,bgevry@boydwatterson.com,,List import
10848116,Inactive Investor,Marty Harari,,"Sunbelt Securities, Inc. Dallas TX 8360 Lbj Fwy",marty.harari@sunbeltsecurities.com,,Salesforce
10900307,Inactive Investor,Katherine White,Financial Professional,"Equitable Advisors, LLC Elyria OH 5077 Waterford Dr",katherine.white@equitable.com,,Salesforce
10875597,Inactive Investor,Elizabeth Barefoot,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",elizabeth.barefoot@ampf.com,,Salesforce
9545101,,Pickett Prather,,,pickettprather@outlook.com,,List import
11157562,Inactive Investor,Jordan Spicer,,"FBL Marketing Services, LLC Layton UT 1528 Woodland Park Dr",jordan.spicer@fblfinancial.com,,Salesforce
11234429,Inactive Investor,Benjamin Cheaney,,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
9634062,,Charles Hancock,,,charlesehancock@gmail.com,,List import
10917713,Inactive Investor,Kenneth Silver,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10839167,Inactive Investor,Robert Lyons,,Momentum Independent Network Inc. Corpus Christi TX Private Residence,rlyons@hilltopnetwork.com,,Salesforce
10975044,Inactive Investor,Della Arant,,LPL Financial LLC Ocean Springs MS 6007 Washington Ave,della.arant@lpl.com,,Salesforce
11165704,Inactive Investor,Meghan Nugent,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",meghan.nugent@equitable.com,,Salesforce
11184265,Inactive Investor,Dean Riley,Financial Advisor,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,dean.riley@ubs.com,,Salesforce
10952757,Inactive Investor,Xiaojuan Qian,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",sarah.qian@prudential.com,,Salesforce
9600448,,Ermin Milanovic,,,ermin.milanovic@hotmail.com,,List import
10759509,Inactive Investor,Robert Outtrim,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",bob.outtrim@ml.com,,Salesforce
11018845,Inactive Investor,William Cummings,Wealth Advisor,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10977041,Inactive Investor,William Galvin,Investment Consultant,"Charles Schwab & Co., Inc. Webster TX 19205 Gulf Fwy",,,Salesforce
10876755,Inactive Investor,Josue Funes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10844550,Inactive Investor,Kelly Steiner,Financial Advisor,Edward Jones Litchfield IL 108 E Columbian Blvd S,kelly.steiner@edwardjones.com,,Salesforce
10810786,Inactive Investor,David Carpenter,Board of Managers;Chairman,"InvesTrust Consulting, LLC",,,Salesforce
11028690,Inactive Investor,Cynthia Mulonas,,Thurston Springer Financial Bloomfield Hills MI 39520 Woodward Ave,,,Salesforce
9574268,,Richard Byrd,,,rndbyrd@gmail.com,,List import
10621684,,Jamie Casey,,,jamie.rabuano@leumiusa.com,,List import
11213419,Inactive Investor,Emily Haskey,,Cetera Investment Services LLC Milwaukee WI 600 E Green Tree Rd,,,Salesforce
10856854,Inactive Investor,Ted Devoe,Owner;Principal,Millennium Portfolio Advisors Aurora CO 6945 S Riviera St,robert@millenniumportfolioadvisors.com,,Salesforce
10355731,,Vidhit Patel,,,patelvidhit@gmail.com,,Web Form Fillout
11178887,Inactive Investor,Alexander Niznak,,Edward Jones Alma MI 525 W Warwick Dr,alexander.niznak@edwardjones.com,,Salesforce
11154120,Inactive Investor,Robert Samson,,&Partners Deerfield IL Private Residence,,,Salesforce
10489968,,Thomas Knippa,,"CX Institutional, LLC Plano TX 7500 Dallas Pkwy",tomknippa@hotmail.com,260-333-5123,List Import
9543747,,Pedro Lopes,,,coimbrag8@gmail.com,,List import
9553885,,Nicholas Lancaster,,,nicholas.lancaster@transamerica.com,,List import
11168008,Inactive Investor,Amanda Henry,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9550963,,Ryan Bowers,,,rbowers@envisocapital.com,,
242140,,Sean Tudor,Director of Investment Operations,Garden State Investment Advisory,studor@gardenstatesecurities.com,,Event
10825877,Inactive Investor,Christal Generoso,Practice Associate,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",christal.generoso@ampf.com,,Salesforce
11190529,Inactive Investor,Kaylee Hall,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",kaylee.hall@schwab.com,,Salesforce
10779310,Inactive Investor,Howard Matson,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",howard.matson@wellsfargoadvisors.com,,Salesforce
9601607,,Prithvi Lal Mohanlal,,,prithvilal123@gmail.com,,List import
11117559,Inactive Investor,Nathan Hamsik,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11102929,Inactive Investor,Edgar Arreola,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
1001370,Inactive Investor,Carlos Ochoa,,AI8 Ventures,carlos@ai8ventures.com,,3rd Party Lead Gen
10813491,Inactive Investor,Lawrence Lo,Financial Advisor;Financial Planning Specialist,Morgan Stanley San Jose CA 225 W Santa Clara St,lawrence.lo@morganstanley.com,,Salesforce
6528916,,cfxfgd mjn,,,recovav218@bymercy.com,,Web Form Fillout
9635942,,Peter Vutz,,,pvutz@dwight.com,,List import
10768750,Inactive Investor,Kathryn Potter,,Jack V. Butterfield Investment Company,katie.potter@jvbco.com,,Salesforce
11171911,Inactive Investor,Jaime Brandon,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",jaime.brandon@ml.com,,Salesforce
248366,,John Lee,Investment Analyst,Davidson Kempner,jlee@dkp.com,,Manual List Upload
11162587,Inactive Investor,James Okeefe,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,okeefej@ceteranetworks.com,,Salesforce
11172853,Inactive Investor,John Cole,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",jcole@ml.com,,Salesforce
10614532,,Sandeep Patel,Financial Advisor,,sandeep@questfinancialservices.com,,List Import
10847463,Inactive Investor,Mark Brice,Member;Partner;Senior Financial Planner;Vice President,Mindful Asset Planning,mark@mindfulplanning.com,,Salesforce
10986256,Inactive Investor,Raymond Miller,,PFS Investments Inc. Wichita KS 550 N 159th St E,,,Salesforce
172081,,Dylan Ayers,,[Unknown],ayers.m.dylan@gmail.com,,
10637396,,Nicki Moore,,,nikatinac@hotm.com,,Web Form Fillout
11171990,Inactive Investor,Kurtis Dyer,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,kdyer00@ft.newyorklife.com,,Salesforce
10789269,Inactive Investor,Amanda Miller,,"Wells Fargo Clearing Services, LLC",amanda.smith@wellsfargoadvisors.com,,Salesforce
10929584,Inactive Investor,Robert Amos,,"Pruco Securities, LLC. Des Plaines IL 10275 W Higgins Rd",roberta@prudential.com,,Salesforce
10816667,Inactive Investor,Mark Compton,Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",mark.a.compton@wellsfargoadvisors.com,,Salesforce
11073885,Inactive Investor,Nancy Girard,Financial Advisor;Registered Branch Associate,Edward Jones Roswell GA 2500 Old Alabama Rd,nancy.girard@edwardjones.com,,Salesforce
11081809,Inactive Investor,Thomas Soyars,Financial Advisor,Edward Jones Waynesboro VA 3278 Stuarts Draft Hwy,fields.soyars@edwardjones.com,,Salesforce
11237155,Inactive Investor,Luke Messer,Investment Advisor Representative,"Forefront Asset Management, LLC",luke@forefrontam.com,,Salesforce
10774907,Inactive Investor,Judd Frank,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",judd.frank@wellsfargoadvisors.com,,Salesforce
10848316,Inactive Investor,Michael Weil,Chief Executive Officer;President;Shareholder,"Weil Associates, Inc.",,,Salesforce
10782760,Inactive Investor,Brian Werbrich,,"Fifth Third Securities, Inc. Cincinnati OH 9280 Montgomery Rd",brian.werbrich@53.com,,Salesforce
10841460,Inactive Investor,Timothy Skarecky,Member,Pebble Management Group,,,Salesforce
10796548,Inactive Investor,Lee Coomler,,"Raymond James Financial Services, Inc. Indianapolis IN 135 N Pennsylvania St",lee.coomler@raymondjames.com,,Salesforce
11074230,Inactive Investor,Frederick Sumter,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,neal.sumter@morganstanley.com,,Salesforce
9577773,,sfaddegon@gmail.com Faddegon,,,sfaddegon@gmail.com,,List import
106033,,Erik Tomas,,.,eriktomas.hh90@gmail.com,1162520812,
10772343,Inactive Investor,Lori Scott,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",lori.scott1@ml.com,,Salesforce
234621,, -,,[[Unknown]],mattmludmer@gmail.com,,
128400,,Cindy Carpenter,,"Matson Money, Inc.",cindy.carpenter@matsonmoney.com,(602) 221-1510,
116328,,Kevin Mohr,Financial Planner,Lincoln Financial Advisors Corporation,kevin.mohr@lfg.com,608-268-5100,
11122616,Inactive Investor,Douglas Fishman,Financial Advisor,Edward Jones Tampa FL 2906 W Bay to Bay Blvd,doug.fishman@edwardjones.com,,Salesforce
11138768,Inactive Investor,Diana Ortiz,,"Raymond James Financial Services, Inc. Gig Harbor WA 5303 Point Fosdick Dr",diana.ortiz@raymondjames.com,,Salesforce
11191104,Inactive Investor,Michael Cox,,"Raymond James Financial Services, Inc. New Port Richey FL 5709 Tidalwave Dr",michael.cox@raymondjames.com,,Salesforce
11094152,Inactive Investor,Tammera Nevins,Financial Professional,Thrivent Investment Management Inc. Grand Rapids MI 161 Ottawa Ave NW,tammera.nevins@thrivent.com,,Salesforce
142743,,Graham Bougen,,[Unknown],g.bougen@gmail.com,,source
10782934,Inactive Investor,Thomas Steinbeck,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10973788,Inactive Investor,Gary Wadsworth,,NYLIFE Securities LLC Watertown SD 204 E Kemp Ave,gwadsworth@ft.newyorklife.com,,Salesforce
11204898,Inactive Investor,Clark Hoff,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Olathe KS 15025 W 119th St",clark.hoff@ml.com,,Salesforce
11092574,Inactive Investor,Abby Randall,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",alrandall@firstcommand.com,,Salesforce
10926125,Inactive Investor,Nicole Gorman,Financial Advisor,Edward Jones Greenfield MA 269 Main St,nicole.sargent@edwardjones.com,,Salesforce
11230955,Inactive Investor,Cole Harrington,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",cole.harrington@raymondjames.com,,Salesforce
10958258,Inactive Investor,Sean Mullen,Investment Advisor Representative,"Plan To Invest Capital Management, Inc.",,,Salesforce
11137516,Inactive Investor,Joseph Lamberti,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",joseph_lamberti@ml.com,,Salesforce
11131203,Inactive Investor,Jose Rivera,Wealth Management Associate,Morgan Stanley New York NY 399 Park Ave,xavier.rivera@morganstanley.com,,Salesforce
11065216,Inactive Investor,Robert Merrill,Financial Representative,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",robert.merrill@nm.com,,Salesforce
11033002,Inactive Investor,Thomas Strouse,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",strouse.thomas@principal.com,,Salesforce
10761954,Inactive Investor,Diane Sullivan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",,,Salesforce
11065487,Inactive Investor,Eric Westall,Financial Advisor,"Stifel Independent Advisors, LLC Chesterfield MO 1544 Woodlake Dr",westalle@stifelindependence.com,,Salesforce
9619719,,Billy Ferguson,,,billy@charlottecheaptowing.com,,List import
10883098,Inactive Investor,Gabriel Olivas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,gabriel.olivas@fidelity.com,,Salesforce
11075649,Inactive Investor,James Urich,Financial Advisor,LPL Financial LLC Columbia MD 10500 Little Patuxent Pkwy,james.urich@lpl.com,,Salesforce
9627515,,raphael kumar,,,r.kumar@crisaliacapital.com,,List import
11146808,Inactive Investor,Victoria Seica,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",victoria.seica@ml.com,,Salesforce
10868753,Inactive Investor,Richard Kelly,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,rgkelly@ft.newyorklife.com,,Salesforce
9625163,,Chris Day,,,chris@firstlinecons.com,,List import
9545923,,JEFF NORMAN,,,jlnnq6@mail.umkc.edu,,List import
11054465,Inactive Investor,Jessica Fitzgerald,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,jessica.fitzgerald.lzpv@statefarm.com,,Salesforce
11180578,Inactive Investor,Josefina Wong,,"Truist Investment Services, Inc. Miami FL 777 Brickell Ave",betty.wong@truist.com,,Salesforce
11144109,Inactive Investor,Jose Quinones,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,jose.quinones@primerica.com,,Salesforce
10989343,Inactive Investor,Emily James,,"ValMark Securities, Inc. Bend OR 550 NW Franklin Ave",,,Salesforce
9591505,,Tran Quyet,,,tranminhquyet20@gmail.com,,List import
10985215,Inactive Investor,Cody Siffren,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cody_siffren@vanguard.com,,Salesforce
11062643,Inactive Investor,Lori Madden,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,lori.ramil.mo2m@statefarm.com,,Salesforce
9576329,,Charles Rogers,,,alex.rogers@huntington.com,,List import
11088701,Inactive Investor,Bailey Mcmahon,,"Northwestern Mutual Investment Services, LLC Baxter MN 8365 Brandon Rd",,,Salesforce
11052481,Inactive Investor,Richard Purkiss,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Purkiss Capital Advisors, LLC",allen@pcapadvisors.com,,Salesforce
11048416,Inactive Investor,Lauster Adkins,,"Allstate Financial Services, LLC Pompano Beach FL 7537 N State Road 7",lausteradkins@allstate.com,,Salesforce
9647706,,Julian Gingold,,,juliangingold@gmail.com,,List import
10982824,Inactive Investor,Ethan Dong,,J.P. Morgan Securities LLC Las Vegas NV 6001 Spring Mountain Rd,ethan.dong@chase.com,,Salesforce
10855870,Inactive Investor,Michael Devincentis,Financial Advisor,LPL Financial LLC Lutherville Timonium MD 201 W Padonia Rd,michael.devincentis@lpl.com,,Salesforce
9541463,,Tyler Martin,,,tmartnn29@gmail.com,,List import
10894446,Inactive Investor,William Chisholm,Chief Compliance Officer;Managing Member;Managing Partner,Tidewater Wealth Advisors LLC,bill@tidewaterllc.com,,Salesforce
11157858,Inactive Investor,Paul Joseph,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Los Angeles CA 444 S Flower St,paul.joseph@morganstanley.com,,Salesforce
9541638,,Christine Randin,,,paco1213@sbcglobal.net,,List import
333078,,Gabe bryan,Partner,Bridgewater Advisors Inc.,gbryan@bridgewateradv.com,212-221-5300,Manual List Upload
10842329,Inactive Investor,James Stenbeck,Financial Advisor,Edward Jones Idaho Falls ID 1498 Midway Ave,jim.stenbeck@edwardjones.com,,Salesforce
11192988,Inactive Investor,Myrissa Nearman,,Cetera Investment Services LLC Hattiesburg MS 202 S 40th Ave,,,Salesforce
11064072,Inactive Investor,Maria Vigil,Regional Vice President,PFS Investments Inc. Orlando FL 7800 Southland Blvd,marie.vigil@primerica.com,,Salesforce
11230073,Inactive Investor,Samuel Furna,,"First Command Brokerage Services, Inc. Jacksonville NC 200 Valencia Dr",,,Salesforce
10914387,Inactive Investor,Douglas Wilde,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Wilde Capital Management, LLC",dmwilde@wildecapitalmgmt.com,,Salesforce
248761,,YY Ng,Analyst,HSBC,balance2560@icloud.com,,Manual List Upload
106848,,Asim ayaz,,Pulsatilecare,asim.ayaz@yahoo.com,,
11046591,Inactive Investor,Todd Zirkle,Chief Operating Officer;Managing Director;Vice President,"Terminus, LLC Geismar LA Private Residence",tzirkle@terminusinvestment.com,,Salesforce
9599862,,Heidi Wilson,,,hdwilson@palladiumllc.com,,List import
341613,,Lawrence Stoller,Member And General Counsel,"Lord, Abbett & Co. Llc",lstoller@lordabbett.com,201-827-2000,Manual List Upload
10789128,Inactive Investor,Vickey Webster,,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",vickey.webster@stifel.com,,Salesforce
10931125,Inactive Investor,Allegra Swan,,AW Securities Campbell CA 2105 S Bascom Ave,,,Salesforce
11032067,Inactive Investor,Isabel Webb,,"Northwestern Mutual Investment Services, LLC Boulder CO 2060 Broadway",isabel.webb@nm.com,,Salesforce
10797406,Inactive Investor,Joseph Rosenbaum,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",jrosenbaum@ampf.com,,Salesforce
11025497,Inactive Investor,Mainul Hassan,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,mainul.hassan@citigroup.com,,Salesforce
10871349,Inactive Investor,Shannon Zoller,,Innovation Partners LLC,szoller@innovationpartnersllc.com,,Salesforce
11014035,Inactive Investor,Holly Newton,,Key Investment Services LLC Lowville NY 7647 State St,holly.newton@key.com,,Salesforce
349823,,Jennifer Pieronek,"Director Of Advisory Compliance, Non-member","Fundamentum, Llc",jpieronek@stratoswp.com,866-553-9882,Manual List Upload
10606406,,Alicia Whearty,Field Support Manager,"Wells Fargo Clearing Services, LLC",alicia.whearty@wellsfargoadvisors.com,203-221-7980,List Import
3757678,,Tiago Salamanca,,,tiago.salamanca.ts@gmail.com,,Web Form Fillout
9643261,,Khalid Masoud,,,lidcrypton@gmail.com,,List import
9591211,,Kurt Rozman,,,krozman@freedomwealthalliance.com,,List import
10808019,Inactive Investor,John Farren,Managing Principal;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC St Pete Beach FL 100 Corey Ave",john.farren@wellsfargoadvisors.com,,Salesforce
11116710,Inactive Investor,Tamara Miller,,Cetera Financial Specialists LLC Lapeer MI 1100 S Lapeer Rd,tamara.miller@ceterafs.com,,Salesforce
162541,,Kyle Roberts,,[Unknown],kzrob3rts@gmail.com,,Paid Social
238242,,stomaticsteve4@gmail.com AGBOOLA,,[Unknown],stomaticsteve4@gmail.com,,
9583620,,Catherine Fleming,,,cfleming@aaclp.com,,List import
10614978,,Roxanne Grise,"Associate Vice President, Financial Advisor, Financial Planning Specialist, Global Sports and Entertainment Director, Wealth Man",,roxanne.grise@morganstanley.com,,List Import
10804804,Inactive Investor,Jeremy Bosch,Financial Planner,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",jbosch@financialguide.com,,Salesforce
9577271,,Masoud Wahedi,,,masoud_wahedi@yahoo.com,,List import
10924248,Inactive Investor,Dennis Rustad,Financial Professional,"MML Investors Services, LLC West Des Moines IA 5550 Wild Rose Ln",drustad@financialguide.com,,Salesforce
10816781,Inactive Investor,Stephanie Davis,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,stephanie.davis@edwardjones.com,,Salesforce
11231640,Inactive Investor,Zachary Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11145084,Inactive Investor,Joseph Scott,Branch Manager;Executive Director,Morgan Stanley Barrington IL 760 W Main St,joseph.b.scott@morganstanley.com,,Salesforce
11031281,Inactive Investor,Matthew Pepe,Financial Advisor,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",matthew.pepe@prudential.com,,Salesforce
8526633,,Gabriel Trousdale,,,gtrousdale@gmail.com,,Web Form Fillout
11086784,Inactive Investor,Rosanna Tantillo,,J.P. Morgan Securities LLC,rosanna.tantillo@jpmorgan.com,,Salesforce
10816499,Inactive Investor,Freddie Blumenfeld,,"Latitude Advisors, LLC Skokie IL 5215 Old Orchard Rd",fblumenfeld@latitudefinancial.net,,Salesforce
332700,,Mark Hutchins,,TBD,mrhutchins@gmail.com,5109723211,
11044273,Inactive Investor,Jake Punzenberger,Financial Advisor,"Wells Fargo Clearing Services, LLC West Bend WI 1715 W Paradise Dr",jake.punzenberger@wellsfargoadvisors.com,,Salesforce
11126476,Inactive Investor,Jordan Samelson,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 666 3rd Ave",jordan.samelson@wellsfargo.com,,Salesforce
10662101,,Louis Ressler,,,lressler@fiducient.com,,List Import
11272068,Inactive Investor,Jake Tullis,,Bleeding Edge Capital,jake@gaelios.com,513-325-8690,Salesforce
9584743,,Gökhan Murat Bürge,,,burge71@gnail.com,,List import
9588717,,Joseph Wells,,,jwells@brooker-cpa.com,,List import
10619765,,Howard Goodfriend,,,howard.goodfriend@raymondjames.com,,List Import
10657012,,Ayesha Monserrate,,,ayesha.m.monserrate@jpmorgan.com,,List Import
10929858,Inactive Investor,Michael Atterberry,,"Northwestern Mutual Investment Services, LLC Eugene OR 1200 Executive Pkwy",michael.atterberry@nm.com,,Salesforce
11109134,Inactive Investor,Joshua Umberger,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,joshua.umberger@primerica.com,,Salesforce
11226585,Inactive Investor,Mike Mayer,,"Orin Green Financial, LLC",mikemayer@oringreenfinancial.com,858-634-3232,Salesforce
11148941,Inactive Investor,Toby Pepper,,"Trustmont Financial Group, Inc. Muncy PA 973 Lycoming Mall Dr",,,Salesforce
10827335,Inactive Investor,Timothy Holt,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,timothy.holt@ubs.com,,Salesforce
9617608,,Michael Tipsord,,,michael.tipsord.cdrf@statefarm.com,,List import
9645857,,Stephen Manella,,,slmanella2@gmail.com,,List import
11270222,,Megan Rasa,,,mn_rasaei@yahoo.com,,Web Form Fillout
346503,,Gary Tyc,"Vice President, Chief Financial Officer",Davis Selected Advisers Lp,gtyc@dsaco.com,180-027-92279,Manual List Upload
11091303,Inactive Investor,David Applegate,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11168173,Inactive Investor,Diane Timpany,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",diane.timpany@ml.com,,Salesforce
228083,, -,,[[Unknown]],franck@murialdo.com,,Direct
11012757,Inactive Investor,Tyler Carroll,,"FBL Marketing Services, LLC Grand Junction CO 360 Grand Ave",tyler.carroll@fblfinancial.com,,Salesforce
10971532,Inactive Investor,Robert Sir Louis,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,,,Salesforce
10488922,,Courtney Harris,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,charrisnewyork@aol.com,,List Import
11197423,Inactive Investor,Jesse Koepp,,"Fenimore Securities, Inc. Albany NY 142 Wolf Rd",jkoepp@famfunds.com,,Salesforce
11157251,Inactive Investor,Tyler Graham,Regional Vice President,PFS Investments Inc. Fairhope AL 561 Fairhope Ave,tyler.graham@primerica.com,,Salesforce
10531744,,Michael DeTone,Wealth Manager,Corebridge Financial,michael.detone@corebridgfinancial.com,2483091508,List Import
10928873,Inactive Investor,Samuel Sylvester,,"Osaic Institutions, Inc. Barrington RI 26 Bosworth St",ssylvester@infinexgroup.com,,Salesforce
11233222,Inactive Investor,Kevin Berenzon,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,,,Salesforce
549,,,,,erin2grider50@yahoo.com,,
11007336,Inactive Investor,Emmie Ashwell,Financial Consultant,LPL Financial LLC Sterling Heights MI 35353 Dodge Park Rd,emmie.ashwell@lpl.com,,Salesforce
10616186,,Bradford Walker,,,bwalker@wintrustwealth.com,,List Import
9604301,,Robert Statler,,,drbobstatler@gmail.com,,List import
9639218,,Stacey Ables,,,sables@hpops.org,,List import
373411,,Myron and Kathy Bernstein,,[Unknown],docmzb10@gmail.com,,source
10884094,Inactive Investor,Michelle Anthony,Financial Advisor,"Centaurus Financial, Inc. Tucson AZ 3567 E Sunrise Dr",,,Salesforce
10930413,Inactive Investor,Sandra Wagner,Chief Compliance Officer;Principal,Wagner Planning,sandra@wagnerplanning.com,,Salesforce
9566473,,Shezad Syed,,,shezad.syed@btinternet.com,,List import
11047800,Inactive Investor,Willliam McNair,,"Kestra Investment Services, LLC Fairfield NJ 375 Passaic Ave",,,Salesforce
10644252,,Jessica Dunda,,,jessica.dunda@ubs.com,,List Import
11170260,Inactive Investor,Donald Newton,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",donald.newton@ml.com,,Salesforce
10777052,Inactive Investor,Eduardo De Carvalho,,Morgan Stanley Miami FL 200 S Biscayne Blvd,eduardo.decarvalho@morganstanley.com,,Salesforce
11071954,Inactive Investor,Emmanuel Castaneda,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",emmanuel.castaneda@schwab.com,,Salesforce
10830017,Inactive Investor,Heather Fleming,Wealth Management Associate,Morgan Stanley Bellevue WA 500 108th Ave NE,heather.fleming@morganstanley.com,,Salesforce
9644151,,David Fan,,,davidrfan@gmail.com,,List import
9593571,,?? ?,,,zzangpam@gmail.com,,List import
9614662,,Jamey Stout,,,jameystout@gmail.com,,List import
11059163,Inactive Investor,Charles Shanberg,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",,,Salesforce
11086415,Inactive Investor,Lynn Sileski,,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,lynn.sileski@jpmorgan.com,,Salesforce
10935159,Inactive Investor,Jennie Osga,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,,,Salesforce
10955485,Inactive Investor,Kathleen Gude,,J.P. Morgan Securities LLC Green Bay WI 935 Pilgrim Way,kathleen.gude@chase.com,,Salesforce
11021617,Inactive Investor,Nemesis Salinas,,J.P. Morgan Securities LLC West Valley City UT 4065 W 3500 S,nemesis.salinas@jpmorgan.com,,Salesforce
10489029,,Mark Kim,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",mark.kim@prudential.com,214-505-2848,List Import
11109662,Inactive Investor,Anthony De Bellis,Regional Director,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",anthony.debellis@prudential.com,,Salesforce
10882470,Inactive Investor,Allison Jacques,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11027207,Inactive Investor,Nicholas Swigart,,LPL Financial LLC Wooster OH 202 N Market St,nicholas.swigart@lpl.com,,Salesforce
10827844,Inactive Investor,Srdjan Knezevic,,Jefferies LLC,sknezevic@jefferies.com,,Salesforce
11053210,Inactive Investor,Charles Pyle,Financial Advisor,Empirical Wealth Management Los Angeles CA 11150 W Olympic Blvd,cpyle@empirical.net,,Salesforce
11065218,Inactive Investor,Patrick Furey,Financial Advisor,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",patrick.furey@nm.com,,Salesforce
11219756,,Nathan Pfeiffer,,,pfeiffer@troweprice.com,,Other
11041343,Inactive Investor,Debra Sood,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,debra.sood@fidelity.com,,Salesforce
11134014,Inactive Investor,Shannon Coram,Associate;Financial Advisor,Edward Jones Fayetteville NC 6985 Nexus Ct,shannon.coram@edwardjones.com,,Salesforce
148229,,Shaun Hillin,,[Unknown],shaunhillin@gmail.com,,Other
31356,,Jose Escobar,,Ecuador,pepe_roberto96@hotmail.es,,
11121297,Inactive Investor,William Collins,,"Voya Financial Advisors, Inc.",william.collins@voya.com,,Salesforce
10836013,Inactive Investor,Gregory Williams,Financial Advisor,Edward Jones Traverse City MI 513 S Union St,greg.williams@edwardjones.com,,Salesforce
9595346,,John Raymond,,,jraymond@emgtx.com,,List import
11197567,Inactive Investor,James Carps,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Akron OH 3600 Embassy Pkwy",,,Salesforce
10862950,Inactive Investor,Zimbabwe Barnes,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
52281,,Mark Ruggles,"COO, CCO",Cws Capital Partners Llc,mruggles@cwscapital.com,800-466-0020,Manual List Upload
183827,,Kaowei Nee,,[Unknown],kaowei@gmail.com,,Direct
10882793,Inactive Investor,Alexander Potter,,"Cambridge Investment Research, Inc. Farmington MI 28555 Orchard Lake Rd",,,Salesforce
10657020,,Marie McJilton,,,mcm@upsecurities.com,,List Import
10925945,Inactive Investor,Tara Showalter,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",tara.j.showalter@ampf.com,,Salesforce
219227,,Manaf Alkadi,,[Unknown],manaf.alkadi@gmail.com,,Direct
9606167,,Alvin Tay,,,alvin_tay@yahoo.com,,List import
10911229,Inactive Investor,Melissa Hodge,,SecureVest Financial Group Pompano Beach FL 7525 NW 61st Ter,mpedretti@securevest.com,,Salesforce
10946206,Inactive Investor,Bradley Good,,PFS Investments Inc. Lawton OK 501 SW C Ave,bgood@primerica.com,,Salesforce
10843662,Inactive Investor,James Brogan,Chief Investment Officer;Founder;President;Regulatory Contact,Brogan Financial Knoxville TN 8351 E Walker Springs Ln,jim@broganfinancial.com,,Salesforce
10813166,Inactive Investor,Kendrick White,Managing Director;Private Wealth Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Princeton NJ 902 Carnegie Ctr",rick.white@raymondjames.com,,Salesforce
10832807,Inactive Investor,Kari Kuykendall,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",kari.rice@wellsfargoadvisors.com,,Salesforce
10969474,Inactive Investor,Ronald Robinson,Financial Advisor,"Pruco Securities, LLC. Hastings MN 1313 S Frontage Rd",ronald.robinson@prudential.com,,Salesforce
10941455,Inactive Investor,Marcus Coleman,Associate,Edward Jones Moorestown NJ 67 E Main St,,,Salesforce
10826421,Inactive Investor,James Smith,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Boston MA 28 State St,james.s.smith@morganstanley.com,,Salesforce
10808383,Inactive Investor,Bonnie Keller,Financial Consultant,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",bonnie.keller@wfadvisors.com,,Salesforce
9622262,,Isfandiyar Shaheen,,,isfandiyar.shaheen@gmail.com,,List import
9576620,,James McGoldrick,,,jmcgoldrick@massmutual.com,,List import
9615407,,Yudai Suzuki,,,990z77ik@gmail.com,,List import
342169,,Patrick Gahagan,Director,"Sc&h Financial Advisors, Inc.",pgahagan@schgroup.com,410-403-1500,Manual List Upload
11010132,Inactive Investor,Benjamin Crane,,"Avantax Investment Services, Inc. Mount Pleasant SC 1205 Two Island Ct",,,Salesforce
10531846,,Blaine Lourd,Founder and CEO,LourdMurray,blourd@lourdmurray.com,3102107711,List Import
10827582,Inactive Investor,Noah St Mary,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",noah.st._mary@ml.com,,Salesforce
11170409,Inactive Investor,Granville Jordan,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,mark.jordan@fmr.com,,Salesforce
11205978,Inactive Investor,Noah Kendrick,,"Raymond James Financial Services, Inc. Carefree AZ 36600 N Pima Rd",noah.kendrick@raymondjames.com,,Salesforce
11181395,Inactive Investor,Jeffrey Caghan,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Canton OH 220 Market Ave S",,,Salesforce
11055944,Inactive Investor,Donatella Malitsky,Director,"Fortis Capital Advisors, LLC Reno NV 500 Damonte Ranch Pkwy",donatella@fortiscapitaladvisors.com,,Salesforce
10962036,Inactive Investor,Ian McCann,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
338717,,Ramona Deboo,Personal Banker,Investment Management Group,rdeboo@stockmanbank.com,406-655-3960,Manual List Upload
11045080,Inactive Investor,Nathaniel Dutkewych,,Cetera Advisor Networks LLC Hudson MA 1 Cabot Rd,,,Salesforce
10818809,Inactive Investor,Thomas Freeman,Family Office Consultant;Managing Director,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",tfreeman@wfafinet.com,,Salesforce
11222366,,Judy Smith,,,jsmith@arielinvestments.com,,List Import
9632452,,Wee Kuo,,,kuowee@googlemail.com,,List import
10862674,Inactive Investor,Todd Lytle,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",todd.lytle@nm.com,,Salesforce
10907425,Inactive Investor,Miguel Alvarez,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
11164185,Inactive Investor,Gabriel Barrantes,Financial Advisor,LPL Financial LLC Woodside NY 6020 Woodside Ave,gabriel.barrantes@lpl.com,,Salesforce
11051353,Inactive Investor,Sandra Javelly,,PNC Investments Odessa TX 3809 E 42nd St,sandra.javelly@pnc.com,,Salesforce
4718499,,Aanza Mana,,,jwnzqsszabtxixk@spacehotline.com,,Web Form Fillout
119292,,Paul Callander,"Financial Professional, Investment Advisor Representative","Voya Financial Advisors, Inc.",callander.p@voyafa.com,843-849-7600,
45751,,Steven Zeinemann,Financial Associate,Thrivent Investment Management Inc.,steven.zeinemann@thrivent.com,715-355-0676,
10898469,Inactive Investor,Tess Mcevoy,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10891151,Inactive Investor,Brandon Graves,Financial Advisor,Edward Jones Chattanooga TN 1510 Gunbarrel Rd,brandon.graves@edwardjones.com,,Salesforce
11217938,,Emmett Halloran,,,emmett.halloran@jpmorgan.com,,List Import
10762799,Inactive Investor,Jacqueline Larson,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",jackie.larson@rbc.com,,Salesforce
10806607,Inactive Investor,Robert Preston,Chief Compliance Officer;Managing Member,Sonoran Capital Management LLC Cave Creek AZ 31625 N 66th St,,,Salesforce
9635682,,Susan Carrillo,,,susan.carrillo@moneymatters.net,,List import
10968836,Inactive Investor,Anthony Lagomarsino,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",tony.lagomarsino@nm.com,,Salesforce
10959971,Inactive Investor,Stan Casey,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11208806,Inactive Investor,Sara Sokolowski,Financial Advisor,"New England Private Wealth Advisors, LLC",sara.sokolowski@nepwealth.com,,Salesforce
9646312,,Daniel Zaterman,,,dzaterman@bluecrestcapital.com,,List import
11118972,Inactive Investor,Edward Davis,,"Ameriprise Financial Services, LLC Billings MT 303 N 28th St",,,Salesforce
11047802,Inactive Investor,Cory Elk,,Lincoln Investment,celk@lincolninvestment.com,,Salesforce
9599139,,Pablo Gatto,,,bucefalocapital@gmail.com,,List import
10806762,Inactive Investor,Francesco Burzotta,,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,franc.burzotta@morganstanley.com,,Salesforce
11234934,Inactive Investor,Brett Coons,Investment Advisor,"Edelman Financial Engines Fort Worth, Texas TX Private Residence",bcoons@edelmanfinancialengines.com,,Salesforce
10935576,Inactive Investor,Samuel Weining,,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,,,Salesforce
11102730,Inactive Investor,Brandon Fried,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brandon.a.fried@jpmorgan.com,,Salesforce
10919100,Inactive Investor,George Ioannou,,LPL Financial LLC Reston VA 12170 Sunset Hills Rd,george.ioannou@lpl.com,,Salesforce
9585646,,Stanley Ehrlich,"Chief Executive Officer, President","S.F. Ehrlich Associates, Inc.",stan@sfehrlich.com,,List import
350824,,Danielle Paporello,Member,"Chadler Investment Advisory Solutions, Llc",dpaporello@chadlersolutions.com,732-595-2200,Manual List Upload
239109,,Abdiaziz Mohamed Abdi,,Somalia,abdiazizfx@gmail.com,,
11082157,Inactive Investor,Megan Tarpley,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC San Jose CA 1091 Lincoln Ave",megan.n.tarpley@wellsfargoadvisors.com,,Salesforce
10758459,Inactive Investor,Frank Rigdon,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",frank_rigdonjr@ml.com,,Salesforce
10825832,Inactive Investor,James Scott,Financial Advisor,"Osaic Wealth, Inc. Cherry Hill NJ 1040 Kings Hwy N",,,Salesforce
11048741,Inactive Investor,Jonathan Deweese,Analyst;Portfolio Manager;Principal;Vice President,Luther King Capital Management Corporation,jdeweese@lkcm.com,,Salesforce
10790433,Inactive Investor,John Verano,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 8120 Lake Underhill Rd",john.verano@wellsfargo.com,,Salesforce
11099161,Inactive Investor,Patrick DiNuzzo,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Director;Founder;President,"DiNuzzo Private Wealth, Inc.",pjdinuzzo@dinuzzo.com,,Salesforce
10932057,Inactive Investor,Dana Oller,,Momentum Independent Network Inc.,dana.oller@hilltopsecurities.com,,Salesforce
10996047,Inactive Investor,Christopher Freeman,,"Principal Securities, Inc. Bettendorf IA 5207 Competition Dr",freeman.chris@principal.com,,Salesforce
341464,,Brian Lenhardt,"Chief Operating Officer, Investment Division","Putnam Investment Management, Llc",brian_lenhardt@putnam.com,617-292-1000,Manual List Upload
10917737,Inactive Investor,Marsha Mitchell,,"Ameriprise Financial Services, LLC Oklahoma City OK 6701 Broadway Ext",marsha.mitchell@ampf.com,,Salesforce
10812717,Inactive Investor,David Walters,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Battle Creek MI 4625 Beckley Rd,dwalters@rwbaird.com,,Salesforce
11103243,Inactive Investor,Jeffrey Shoemaker,Financial Advisor,Edward Jones Lake Jackson TX 202 This Way St,jeff.shoemaker@edwardjones.com,,Salesforce
11182325,Inactive Investor,Lisa Arrington,Chief Compliance Officer,"Howard Capital Management, Inc.",lisa@howardcm.com,,Salesforce
10880201,Inactive Investor,John Stephens,Senior Vice President,Stephens,jstephens@stephens.com,,Salesforce
9623050,,Nick lu,,,usa4.nicholas@gmail.com,,List import
10644721,,Marina Cato,,,marina.m.cato@jpmorgan.com,,List Import
10865571,Inactive Investor,Christopher Price,Chief Compliance Officer;Chief Executive Officer,Investment Advisor Group Hancock NY 2406 State Highway 268,christopher@investmentadvisorgroup.com,,Salesforce
10866911,Inactive Investor,Walter Holley,,"Farmers Financial Solutions, LLC Saint Louis MO 9378 Olive Blvd",,,Salesforce
11045864,Inactive Investor,Fany Hirales,,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",fhirales@osaicwealth.com,,Salesforce
11108508,Inactive Investor,Eric Caindec,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",eric.caindec@wellsfargoadvisors.com,,Salesforce
334197,,Scott Strasser,Managing Partner,Perennial,sstrasser@perennial.com,212-652-3900,Manual List Upload
34765,,Timothy Demuth,,"Thrivent Advisor Network, LLC",timothy.demuth@thrivent.com,,
11105420,Inactive Investor,Winston Lee,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",,,Salesforce
11015568,Inactive Investor,Kathleen Kaminski,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",kathleen.kaminski@prudential.com,,Salesforce
11006261,Inactive Investor,Holly Liebl,,LPL Financial LLC Owatonna MN 211 22nd St SE,holly.liebl@lpl.com,,Salesforce
9621144,,Pretar Harris,,,pretarharris@icloud.com,,List import
11173630,Inactive Investor,Steven Engel,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 675 Peter Jefferson Pkwy",steven.j.engel@ampf.com,,Salesforce
10912703,Inactive Investor,Rachelle Vanderzanden,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
9648404,,paul wendler,,,pw@longtailalpha.com,,List import
10658779,,Kerry Schwarcz,,,kerry.schwarcz@ubs.com,,List Import
10811763,Inactive Investor,Casey Lipscomb,General Counsel;Regulatory Contact,"MIO Partners, Inc. New York NY 245 Park Ave",casey_lipscomb@miopartners.com,,Salesforce
11014596,Inactive Investor,Peyton Nordness,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",peyton.nordness@nm.com,,Salesforce
10903438,Inactive Investor,Oscar Balderrama,Financial Advisor,Edward Jones San Antonio TX 13300 Old Blanco Rd,oscar.balderrama@edwardjones.com,,Salesforce
370433,,Chau Nguyen,,NYSA LLC,cnguyen54@nysallc.com,3019635079,Salesforce
10787495,Inactive Investor,Gregory Shaddix,,"Avantax Investment Services, Inc. Redding CA 2757 Churn Creek Rd",,,Salesforce
10770636,Inactive Investor,Laura Torres,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",laura_torres@ml.com,,Salesforce
11192745,Inactive Investor,William Orlando,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",william.orlando@wellsfargoadvisors.com,,Salesforce
11139053,Inactive Investor,Adrian Lorenzana,,J.P. Morgan Securities LLC Austin TX 221 W 6th St,adrian.lorenzana@jpmorgan.com,,Salesforce
10834073,Inactive Investor,Peter Marmaras,,"Vicus Capital, Inc. Bethlehem PA 3101 Emrick Blvd",,,Salesforce
11207086,Inactive Investor,Nicholas Roth,,LPL Financial LLC Mankato MN 810 Madison Ave,nicholas.roth@lpl.com,,Salesforce
9542655,,Yahya Misbah,,,misbah.yahya98@gmail.com,,List import
9580470,,Paul Gregorchuk,,,psg@forbesfamilytrust.com,,List import
9597720,,Eric Marshall,"President, co. CIO",Hodges Capital Management Inc,emarshall@hodgescapital.com,,List import
10915850,Inactive Investor,Hans Manseth,Investment Advisor Representative,"Equity Services, Inc. Portland OR 825 NE Multnomah St",manseth_hans@nlvmail.com,,Salesforce
9625286,,Brian WEHNER,,,brianw7128@gmail.com,,List import
10793125,Inactive Investor,Benjamin Foster,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",ben.foster@ml.com,,Salesforce
9647901,,Glenn Cunningham,,,gcunningham@navigationfinancial.com,,List import
10791796,Inactive Investor,Frank Wattelet,Financial Advisor,LPL Financial LLC Joplin MO 1801 W 32nd St,frank.wattelet@lpl.com,,Salesforce
11175333,Inactive Investor,Carl Bailey,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 1200 Westlake Ave N",carl.bailey@ampf.com,,Salesforce
11231174,Inactive Investor,Kristina Hernandez,,"Raymond James Financial Services, Inc. Eagle ID 47 E Riverside Dr",kristina.hernandez@raymondjames.com,,Salesforce
10953682,Inactive Investor,Peyton Edwards,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11091974,Inactive Investor,Florie Smith,,"Wells Fargo Clearing Services, LLC Weatherford TX 181 E B B Fielder Rd",florie.underwood@wellsfargoadvisors.com,,Salesforce
10846787,Inactive Investor,Katie Biggs,,"Charles Schwab & Co., Inc. Atlanta GA Private Residence",katie.green@schwab.com,,Salesforce
10969766,Inactive Investor,Matthew Osher,,PFS Investments Inc. San Antonio TX 911 Isom Rd,matthew.osher@primerica.com,,Salesforce
10902660,Inactive Investor,Ashley Bloom,Financial Advisor,Edward Jones Colleyville TX 1117 Glade Rd,ashley.bloom@edwardjones.com,,Salesforce
9557875,,Michael DAmbrosio,,,michael.dambrosio@fmr.com,,List import
10759291,Inactive Investor,Nancy Harrison,Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Woodstock GA Private Residence,nancy.harrison@morganstanley.com,,Salesforce
9568213,,Benjamin Cox,,,benjamin.cox@53.com,,List import
11185418,Inactive Investor,Casey Bumgarner,Financial Advisor,"Wells Fargo Clearing Services, LLC North Wilkesboro NC 205 10th St",blake.bumgarner@wellsfargoadvisors.com,,Salesforce
11232007,Inactive Investor,Amanda Mcguire,,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,amcguire@rwbaird.com,,Salesforce
9582020,,Victoria Leavitt,,,victoria.leavitt@fidelity.com,,List import
10773384,Inactive Investor,Stephen Goldstein,,Evercore Group L.L.C. Westport CT 20 Ketchum St,stephen.goldstein@evercore.com,,Salesforce
10800442,Inactive Investor,Daniel Lash,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,lashd@ceteranetworks.com,,Salesforce
9598229,,Mary Sigler,,,mary@tarboxgroup.com,,List import
11049121,Inactive Investor,Joseph Montagne,,Santander Securities LLC Florham Park NJ 200 Park Ave,joseph.montagne@ubs.com,,Salesforce
10951224,Inactive Investor,Nicholas Gums,,LPL Financial LLC Oakland CA 6300 College Ave,nicholas.gums@lpl.com,,Salesforce
351089,,Becca Tessin,Director Of Finance,"Acuitas Investments, Llc",btessin@acuitasinvestments.com,206-299-2070,Manual List Upload
10957847,Inactive Investor,Angel Brown,Financial Advisor,Edward Jones Joplin MO 2228 S Maiden Ln,angel.brown@edwardjones.com,,Salesforce
11037569,Inactive Investor,Claire Ricks,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",claire.ricks@equitable.com,,Salesforce
11255268,Inactive Investor,Robert Fazio,Associate Wealth Advisor,"Regent Peak Wealth Advisors, LLC",nfazio@regentpeakwealth.com,,Salesforce
9617643,,Thomas Bremner,,,tbremner@adamsstreetpartners.com,,List import
10944601,Inactive Investor,Jennifer Williams,Paraplanner,"Ameriprise Financial Services, LLC Staunton VA 125 S Augusta St",jennifer.h.williams@ampf.com,,Salesforce
10857160,Inactive Investor,Michael Chandler,,"World Equity Group, Inc. Fayetteville NC 2921 Damascus Rd",,,Salesforce
11116460,Inactive Investor,Juliana Alano,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
11118101,Inactive Investor,Jeffrey Lenz,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Green Bay WI 200 S Washington St",,,Salesforce
10659404,,John Vandervoorn,,,todd.vandervoorn@lpl.com,,List Import
10907543,Inactive Investor,Shawn Walton,,LPL Financial LLC Orange City FL 921 Town Center Dr,shawn.walton@lpl.com,,Salesforce
9604936,,ahmed hasien,,,ahmedhasien82@gmail.com,,List import
9550120,,Lingxiao Yang,,,lxyang@tradeterminal.io,,List import
11239127,Inactive Investor,Patricia Hammond,,"Raymond James Financial Services, Inc.",patty.hammond@raymondjames.com,,Salesforce
11099438,Inactive Investor,Laura Golubev,Financial Advisor,"VALIC Financial Advisors, Inc. Jacksonville FL 10151 Deerwood Park Blvd",laura.golubev@valic.com,,Salesforce
11209760,Inactive Investor,Matthew Tarantino,Financial Advisor,LPL Financial LLC Novato CA 1615 Hill Rd,matthew.tarantino@lpl.com,,Salesforce
10952838,Inactive Investor,Matthew Palmere,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,matthew.palmere@fmr.com,,Salesforce
372460,,Tom Denboer,,United States,tdenboer@bellsouth.net,,Salesforce
10834082,Inactive Investor,Scott Zollo,,Mutual Funds Associates Inc.,,,Salesforce
11042461,Inactive Investor,Jesus Arellano,,J.P. Morgan Securities LLC Chicago IL 3033 N Pulaski Rd,jesus.arellano@jpmorgan.com,,Salesforce
10779126,Inactive Investor,Charles Brennan,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,charles.brennan@morganstanley.com,,Salesforce
9573853,,Matthew Wilcox,,,matthew.wilcox@citizensbank.com,,List import
9604128,,ASEN KOSTADINOV,,,asen.kostadinov@copper.co,,List import
10763476,Inactive Investor,Donald Caron,Managing Director;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,don.caron@morganstanleypwm.com,,Salesforce
10928263,Inactive Investor,Stewart Schutte,Financial Advisor,LPL Financial LLC Robinson IL Private Residence,stewart.schutte@lpl.com,,Salesforce
10856215,Inactive Investor,Joseph Potash,,LPL Financial LLC Pittsfield MA 378 South St,joseph.potash@lpl.com,,Salesforce
10862928,Inactive Investor,Ramon Ordonez,,Credicorp Capital LLC,,,Salesforce
11234243,Inactive Investor,Brandon Maggio,Private Client Banker,Key Investment Services LLC Syracuse NY 3550 Brewerton Rd,,,Salesforce
11085055,Inactive Investor,Rosario Burns,Wealth Management Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,rosi.burns@morganstanley.com,,Salesforce
10772921,Inactive Investor,Christopher Sylvia,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,christopher.sylvia@ubs.com,,Salesforce
11112174,Inactive Investor,Marcos Palma Garcia,Financial Advisor,Edward Jones Walnut Creek CA 3021 Citrus Cir,marcos.palmagarcia@edwardjones.com,,Salesforce
11059462,Inactive Investor,Jarrod Winkcompleck,Chief Executive Officer;Owner;Senior Financial Planner,Gap Financial Services,jarrod@gapfinancialservices.com,,Salesforce
10767226,Inactive Investor,Larry Wanerman,,UBS Financial Services Inc. Philadelphia PA 1735 Market St,larry.wanerman@ubs.com,,Salesforce
334960,,James Martin,Assistant Secretary,Psc Capital Partners Llc,jmartin@piperjaffray.com,612-303-6000,Manual List Upload
10808347,Inactive Investor,Chad Lea,Wealth Advisor,Strategic Wealth Group,chad.l@strategicwg.net,,Salesforce
11001020,Inactive Investor,Tuyen Ly,,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",tuyen.ly@tfaconnect.com,,Salesforce
10931092,Inactive Investor,David Cohen,,Craft Capital Management LLC,dcohen@craftcm.com,,Salesforce
507,,,,,EricAshley45791@yandex.com,,
11236298,Inactive Investor,Lynn Berlenbach,Private Wealth Manager,"Buck Wealth Strategies, LLC Honolulu HI 55 Merchant St",lberlenbach@eabuck.com,,Salesforce
10855110,Inactive Investor,Susan Riser Whitlock,Chairperson,NAMCOA,,,Salesforce
11092898,Inactive Investor,Chad Allemon,,The Huntington Investment Company Akron OH 3 Cascade Plz,chad.r.allemon@huntington.com,,Salesforce
11057817,Inactive Investor,Kevin Gipson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10882196,Inactive Investor,Marshall Dean,Financial Advisor,"CUSO Financial Services, L.P. American Fork UT 611 W Pacific Dr",,,Salesforce
9597149,,Richard Nitido,,,rnitido@gmail.com,,List import
11188589,Inactive Investor,Todd Elizalde,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",todd.elizalde@schwab.com,,Salesforce
11199707,Inactive Investor,Richard Dearinger,Financial Advisor,LPL Financial LLC Columbia SC 1817 Pickens St,zak.dearinger@lpl.com,,Salesforce
10657258,,Christin Zindrick,,,czindrick@williamblair.com,,List Import
10781766,Inactive Investor,Stephen Nicholson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",stephen_nicholson@ml.com,,Salesforce
9618450,,David Farber,,,dfarber@onefincapital.com,,List import
211198,,Jim McGuire,,Retired,jimmymac0313@gmail.com,,Webinar
10833213,Inactive Investor,Nathan Brown,Financial Advisor,Edward Jones Columbia MO 1206 Business Loop 70 W,nathan.j.brown@edwardjones.com,,Salesforce
10489710,,Stephen Trousdale,Wealth Advisor,"Buckingham Strategic Wealth, LLC Plano TX 5810 Tennyson Pkwy",strousdale@bamadvisor.com,,List Import
10753454,Inactive Investor,Michael Hoffman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",michael.hoffman@nm.com,,Salesforce
10886034,Inactive Investor,Meredith Doty,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,meredith.doty@jpmorgan.com,,Salesforce
10973505,Inactive Investor,Jessica Geist,,J.P. Morgan Securities LLC Denver CO 1038 E 6th Ave,jessica.geist@jpmorgan.com,,Salesforce
10811401,Inactive Investor,Jeffrey Diel,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",jeffrey.diel@wellsfargoadvisors.com,,Salesforce
10860114,Inactive Investor,Brandon Lincoln,,The O.N. Equity Sales Company Arvada CO 7878 Wadsworth Blvd,,,Salesforce
11113182,Inactive Investor,David D'Amico,,"HighTower Securities, LLC New York NY 505 5th Ave",ddamico@hightoweradvisors.com,,Salesforce
11156117,Inactive Investor,Jennifer Carns,Financial Advisor,Edward Jones,jennifer.carns@edwardjones.com,,Salesforce
10935079,Inactive Investor,Ravishankar Balasubramaniam,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 308 Pisgah Church Rd",ravi.balan@wellsfargoadvisors.com,,Salesforce
119092,,Joseph Cheop,,William Blair,jcheop@williamblair.com,312-364-8416,
10973537,Inactive Investor,Danielle Lara,,J.P. Morgan Securities LLC Chicago IL 2790 N Clybourn Ave,danielle.lara@chase.com,,Salesforce
10613748,,Michael Donohue,Senior Financial Advisor,,michael_j_honohue@prusec.com,,List Import
10779672,Inactive Investor,Twain Wellons,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,twain.wellons@edwardjones.com,,Salesforce
11044815,Inactive Investor,Donald Johnson,,"Raymond James Financial Services, Inc. Sebring FL 2031 US Hwy 27 S",,,Salesforce
10771045,Inactive Investor,Alvaro Gonzalez,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",al_gonzalez@ml.com,,Salesforce
11096193,Inactive Investor,Joel Rotkow,Financial Consultant,"Equitable Advisors, LLC Savannah GA 37 W Fairmont Ave",joel.rotkow@equitable.com,,Salesforce
11196652,Inactive Investor,Bryce Kershner,,"Avantax Investment Services, Inc. Wilder ID Private Residence",bryce.kershner@myavantax.com,,Salesforce
11194656,Inactive Investor,Matthew Elsenbeck,Private Wealth Manager,Creative Planning Southborough MA 118 Turnpike Rd,matthew.elsenbeck@creativeplanning.com,,Salesforce
9626551,,Mona Jain,,,jain.mona9045@gmail.com,,List import
9629531,,S B,,,sbandaruk@gmail.com,,List import
10992531,Inactive Investor,William Burns,,Morgan Stanley,,,Salesforce
11107852,Inactive Investor,Adam Kramer,Director,Citigroup Global Markets Inc. Bryn Mawr PA Private Residence,,,Salesforce
10767429,Inactive Investor,David Wilner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",,,Salesforce
10779956,Inactive Investor,Edward Prewitt,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Fayetteville AR 217 E Dickson St",edward.e.prewitt@wellsfargoadvisors.com,,Salesforce
9617229,,Adam Lane -,,,adam5662@aol.com,,List import
10661509,,Steven Guyer,,,sguyer@wellspringcap.com,,List import
10787245,Inactive Investor,Bernadette Hoffmann,,J.P. Morgan Securities LLC Indianapolis IN 1420 W Southport Rd,bernadette.p.espejo@jpmorgan.com,,Salesforce
9638396,,Steven Keating,,,keatings@stjohns.edu,,List import
225754,,Edouard -,,[[Unknown]],edouardbrauer@gmail.com,,Initial Salesforce Import
11165894,Inactive Investor,Frank Mcguigan,,Vanguard Marketing Corporation,frank_mcguigan@vanguard.com,,Salesforce
10896952,Inactive Investor,David Trainor,Financial Advisor,Edward Jones Oxford PA 16 S 3rd St,david.trainor@edwardjones.com,,Salesforce
9542310,,Ruben Roy,,,ruben.x.roy@gmail.com,,List import
10804192,Inactive Investor,Thomas Mayper,,"HighTower Securities, LLC Westport CT 10 Wright St",tmayper@hightoweradvisors.com,,Salesforce
9551265,,Baxter Hines,,,baxter@honeycombdigital.io,,List import
10793512,Inactive Investor,Amanda Cain,Principal,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,amanda.cain@edwardjones.com,,Salesforce
10798681,Inactive Investor,James Michaels,Investment Advisor,Everest Financial Group,jmichaels@everestfg.us,,Salesforce
10906287,Inactive Investor,Brian Shepardson,Chief Financial Officer;Portfolio Manager;Treasurer;Vice President,James Investment Research Inc,brian@jir-inc.com,,Salesforce
10994208,Inactive Investor,Connor Chambers,Financial Advisor,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",,,Salesforce
86570,,Lea Aga,Interaction Designer,AdColony,leah.ea15@gmail.com,,
11047133,Inactive Investor,Thomas Niver,,"Buck Wealth Strategies, LLC",,,Salesforce
10880748,Inactive Investor,Alex Graham,Chief Compliance Officer;Managing Director;Managing Member;Regulatory Contact,"Graham Capital Wealth Management, LLC",alex.graham@grahamcapitalwealth.com,,Salesforce
10876010,Inactive Investor,Joseph Splendido,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
11217564,,Katrina Lessard,,,katrina.lessard@lpl.com,,Other
372582,,Jeffrey Stone,,United States,jeffstone1@swbell.net,,Salesforce
10987424,Inactive Investor,Tyler Page,,Jackson Wealth Inc,,,Salesforce
10863721,Inactive Investor,Christopher Cannon,,"Kestra Investment Services, LLC Bridgeville PA 1370 Washington Pike",,,Salesforce
374318,,Dennis Davis,,Personal individual,davde.avis@gmail.com,2148923117,Google Ad
10807430,Inactive Investor,James Aycock,,LPL Financial LLC,james.aycock@lpl.com,,Salesforce
10907529,Inactive Investor,Adam Lee,Chief Investment Officer;Partner,Castlepoint Wealth Advisors,adam@castlepointwealth.com,,Salesforce
10850408,Inactive Investor,Steven Vannostrand,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",steve.vannostrand@raymondjames.com,,Salesforce
10905546,Inactive Investor,Robert McNicholas,,Cetera Advisors LLC Buffalo NY 8060 Wehrle Dr,,,Salesforce
112547,,tommy estevez,,abtm,traaanquilo@gmail.com,9294132027,
10994416,Inactive Investor,Levi Garza,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,levi.garza@altruist.com,,Salesforce
10836234,Inactive Investor,Einar Tangen,,"1st Discount Brokerage, Inc. Frisco TX Private Residence",etangen@1db.com,,Salesforce
9613848,,Brian Zhao,,,bxzhao88@gmail.com,,List import
11033674,Inactive Investor,Melanie Eldeen,,PFS Investments Inc. Burnsville MN 900 W 128th St,melanie.eldeen@primerica.com,,Salesforce
10851202,Inactive Investor,Stephen Hartman,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11103290,Inactive Investor,Aubrey Strippy,,LPL Financial LLC Strongsville OH 7979 Pearl Rd,aubrey.strippy@lpl.com,,Salesforce
10925429,Inactive Investor,Shawn Gordon,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Russellville AR 701 W Main St",shawn.gordon@wellsfargoadvisors.com,,Salesforce
11237885,Inactive Investor,Kevin Fitzpatrick,,Stern Brothers & Co.,kfitzpatrick@sternbrothers.com,,Salesforce
10965877,Inactive Investor,Morgan Goodrich,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
10825309,Inactive Investor,Eric Johnson,,Cetera Advisor Networks LLC Farmington UT 1361 N 1075 W,johnsone@ceteranetworks.com,,Salesforce
10509886,,Amanda Stankiewicz,"Senior Manager, Industry Sponsorships","Charles Schwab & Co., Inc.",amanda.stankiewicz@schwab.com,,List Import
10777473,Inactive Investor,Mark Epley,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10834425,Inactive Investor,Lindsey Hendrickson,,"Great Valley Advisor Group, Inc. Altoona WI 1565 Blue Stem Blvd",lhendrickson@greatvalleyadvisors.com,,Salesforce
11168666,Inactive Investor,Denis Oleary,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
341287,,Stephen Cooper,Managing Member,Cooper Investment Partners Llc,scooper@cooperinvest.net,212-275-2800,Manual List Upload
11164935,Inactive Investor,Daniel Hummel,,"Parkland Securities, LLC Lawrenceburg IN 142 Walnut St",,,Salesforce
10998862,Inactive Investor,Gavriel Unger,Private Client Advisor,J.P. Morgan Securities LLC Los Angeles CA 6161 W Pico Blvd,gavriel.unger@jpmorgan.com,,Salesforce
10923198,Inactive Investor,Dustin Sauter,Analyst;Wealth Advisor,Commonwealth Financial Network North Mankato MN 1651 Commerce Dr,dsauter@commonwealth.com,,Salesforce
9604296,,Wyman Schiller Wyman Schiller,,,taryn.zulauf@mcglynn.com,,List import
11073416,Inactive Investor,Matthew Clauss,Financial Advisor;Senior Vice President,Morgan Stanley Cornelius NC 17505 W Catawba Ave,matt.clauss@morganstanley.com,,Salesforce
11192323,Inactive Investor,Kevin Roberts,Chief Compliance Officer;Managing Member;Owner,Lifetime Wealth Design LLC,,,Salesforce
10796098,Inactive Investor,Timothy Wallender,Owner,"Wallender, Timothy Joseph",tim@strategicindex.com,,Salesforce
11296117,,Azam Safwan,,,azamsafwan08@gmail.com,,Web Form Fillout
10788542,Inactive Investor,Gary McCrummen,,PFS Investments Inc. Henderson NV 1489 W Warm Springs Rd,gary.mccrummen@primerica.com,,Salesforce
10805580,Inactive Investor,Michael Martinez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",,,Salesforce
11097096,Inactive Investor,Shane Fleury,Chief Investment Officer;Managing Member,Elevate Capital Advisors,shane@elevatecapitaladvisors.com,,Salesforce
9554687,,Halee Abdul jel,,,haleemabduljeleel@gmail.com,,List import
9622908,,Joseph Keller,,,jokel0052@gmail.com,,List import
9628343,,Kerron Manwaring,,,kerron.manwaring@gmail.com,,List import
10612403,,Daniel Buckley,Financial Advisor,,daniel.buckley@ampf.com,,List Import
10848028,Inactive Investor,Mark Lynch,Founder;President;Regulatory Contact,"Lynch Asset Management, Inc.",mark.lynch@lynchassetmanagement.com,,Salesforce
10830202,Inactive Investor,James Howrey,Compliance Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC",james.howrey@wellsfargoadvisors.com,,Salesforce
344381,,Ada Lubanski,Financial Planner,"Blb & B Advisors, Llc",alubanski@blbb.com,215-643-9100,Manual List Upload
11073030,Inactive Investor,Edward Losty,,D.A. Davidson & Co. Irvine CA 3333 Michelson Dr,elosty@dadco.com,,Salesforce
11209703,Inactive Investor,James Rollins,Financial Advisor,Edward Jones Mansfield LA 117 Jefferson St,jamie.rollins@edwardjones.com,,Salesforce
11223158,,Margaret Caster,,,margaret@mcastercpa.com,,List Import
10994890,Inactive Investor,Trevor Cepas,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,trevor.cepas@jpmorgan.com,,Salesforce
9567141,,Dale Korman,,,dalejkorman@gmail.com,,List import
10926156,Inactive Investor,Kevin Lewis,Financial Advisor,Edward Jones Loogootee IN 402 W Williams St,kevin.lewis2@edwardjones.com,,Salesforce
9619425,,Charles Leykum,,,charlie@cslenergy.com,,List import
10993481,Inactive Investor,Christopher Chapman,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,chris.chapman.eflx@statefarm.com,,Salesforce
11134172,Inactive Investor,David Heiges,,"Global Brokerage Services, Inc. Gettysburg PA 22 E Middle St",,,Salesforce
10752805,Inactive Investor,Jordan Scher,,"Mesirow Financial, Inc.",jscher@mesirowfinancial.com,,Salesforce
9622815,,Fred Lint,,,flintii59@gmail.com,,List import
9546069,,Carl Jackson,,,cjjackson@financialguide.com,,List import
10617804,,Christopher Marzec,,,christopher.marzec@wellsfargoadvisors.com,,List Import
10969504,Inactive Investor,Maxine Hamilton,,Edward Jones Portland OR 5331 S Macadam Ave,,,Salesforce
11204244,Inactive Investor,Daniel Marino,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11070802,Inactive Investor,Richard Lane,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10984983,Inactive Investor,Joshua Katyl,,"Allstate Financial Services, LLC Kingston PA 976 Wyoming Ave",joshuakatyl@allstate.com,,Salesforce
10871895,Inactive Investor,Russell Fujii,Financial Advisor,Edward Jones Carlsbad CA 300 Carlsbad Village Dr,russell.fujii@edwardjones.com,,Salesforce
11119151,Inactive Investor,Jason Scott,,Mutual of America Securities LLC Walnut Creek CA 1646 N California Blvd,jason.scott@mutualofamerica.com,,Salesforce
11103543,Inactive Investor,Corneluis Mathews,Chief Compliance Officer;Chief Executive Officer;Founder,UisOneT Moore OK 2101 NE 7th St,cmathews@uisonet.com,,Salesforce
11142249,Inactive Investor,Jassmine Andersson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10802672,Inactive Investor,Julia Jablonski,,"HighTower Securities, LLC New York NY 505 5th Ave",jjablonski@hightoweradvisors.com,,Salesforce
9627326,,Jose Gallegos,,,eljoegs@msn.com,,List import
11016119,Inactive Investor,Robert Smith,,PFS Investments Inc. Peoria AZ 9210 W Peoria Ave,,,Salesforce
10826455,Inactive Investor,Stansfield Fries,,"Cambridge Investment Research, Inc. Sacramento CA 2180 Harvard St",,,Salesforce
10644628,,Richard Conklin,,,rconklin@firstanalysis.com,,List Import
10790522,Inactive Investor,Amanda Kosbab,Financial Advisor,Edward Jones Fairmont MN 116 N State St,mandi.kosbab@edwardjones.com,,Salesforce
11202173,Inactive Investor,Jonathan Wimbish,Chief Investment Officer;Member;Partner;Portfolio Manager,Kensington Investment Counsel Carpinteria CA 1160 Eugenia Pl,,,Salesforce
11085750,Inactive Investor,Chrissie Martin,Financial Advisor,LPL Financial LLC Oregon IL 101 N 4th St,chrissie.martin@lpl.com,,Salesforce
11222743,,John Singleton,,,jsingleton@merceradvisors.com,,List Import
9553930,,Anthony Spears,,,anthony.spears@fmr.com,,List import
10855193,Inactive Investor,Traci Engelman,,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",traci.s.engelman@ampf.com,,Salesforce
11124517,Inactive Investor,Matthew Siebert,,"Allstate Financial Services, LLC Edmond OK 1900 S Broadway",matthewsiebert@allstate.com,,Salesforce
11193057,Inactive Investor,Zachery Saunders,Wealth Manager,Confluence Financial Partners,zac.saunders@confluencefp.com,,Salesforce
10945126,Inactive Investor,Dana Marshall,,Edward Jones Greenwood MS 125 Howard St,,,Salesforce
11112557,Inactive Investor,David Priebe,Wealth Strategy Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,hunter.priebe@ubs.com,,Salesforce
9594530,,Gregory Herman,,,gherman@lbmc.com,,List import
9622590,,D??ng Nguy?n,,,moneyusd11@gmail.com,,List import
9628675,,Thomas Hu,,,epoquehu@kybercap.com,,List import
10852648,Inactive Investor,Jesse Wachs,Chief Compliance Officer;Chief Investment Officer,"Powell Investment Advisors, LLC",jwachs@powellinvestmentadvisors.com,,Salesforce
11128674,Inactive Investor,Peter Rosa,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11106212,Inactive Investor,Glenn Rusler,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 715 Old Hwy 8 NW",glenn.a.rusler@ampf.com,,Salesforce
9598515,,CUI ZIJIAN,,,q245986@gmail.com,,List import
348695,,Brent Henkelman,Wealth Advisor,"Thrivent Advisor Network, LLC",brent.henkelman@thrivent.com,952-229-5000,
10806965,Inactive Investor,Paul Saks,Senior Wealth Advisor,"World Investments, Inc.",paulsaks@tfsrep.com,,Salesforce
10872595,Inactive Investor,Richard Behan,Financial Advisor,LPL Financial LLC South Elgin IL 630 Schneider Dr,rich.behan@lpl.com,,Salesforce
9630839,,Joaquin Guridi,,,joaquin.guridi16@gmail.com,,List import
10812738,Inactive Investor,Michael Stelter,,"Hornor, Townsend & Kent, LLC Saginaw MI 5090 State St",mstelter@htk.com,,Salesforce
11193180,Inactive Investor,Austin Norris,Financial Advisor,Edward Jones Oskaloosa IA 716 A Ave W,austin.norris@edwardjones.com,,Salesforce
10696148,,D'Alfonso D'Alfonso,,Miura Capital Llc,idalfonso@miurausa.com,,List Import
10790071,Inactive Investor,John Becker,Financial Professional,"Equitable Advisors, LLC East Grand Rapids MI Private Residence",,,Salesforce
10875036,Inactive Investor,Andrew Radziwon,Financial Advisor,"Ameriprise Financial Services, LLC Orchard Park NY 240 Red Tail Rd",andrew.radziwon@ampf.com,,Salesforce
348944,,George Siguler,Managing Director; Partner Of Holding Company And Its General Partner,Siguler Guff Advisers Llc,gsiguler@sigulerguff.com,212-332-5100,Manual List Upload
10947904,Inactive Investor,Derek Fraley,Investment Advisor,LCM Capital Management Inc,dfraley@lcmcapital.com,,Salesforce
10845367,Inactive Investor,William Parrott,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Parrott Wealth Management, LLC",bill@parrottwealth.com,,Salesforce
9619666,,Chris Ott,,,rcott@falcap.com,,List import
11026461,Inactive Investor,Matthew Hassler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9628377,,Andrew Davies,,,andrew.davies52@gmail.com,,List import
10615750,,Cesar Gonzalez,,,cesar.gonzalez@jpmorgan.com,,List Import
11149196,Inactive Investor,Jeff Judson,,"Northwestern Mutual Investment Services, LLC Coeur D Alene ID 2100 Northwest Blvd",jeff.judson@nm.com,,Salesforce
11055495,Inactive Investor,Len Fukushima,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",len.fukushima@ml.com,,Salesforce
10949483,Inactive Investor,Allison Miller,Financial Advisor,"Ameriprise Financial Services, LLC Longview TX 911 W Loop 281",allison.miller@ampf.com,,Salesforce
10818674,Inactive Investor,Nicholas Mason,Financial Advisor,Edward Jones Fort Mill SC 1515 Onyx Rdg,nicholas.mason@edwardjones.com,,Salesforce
10973693,Inactive Investor,Travis Poodiack,,"Steward Partners Investment Solutions, LLC Keene NH 149 Emerald St",travis.poodiack@stewardpartners.com,,Salesforce
373137,,Ali Rajabian,,[Unknown],alirajabian666@gmail.com,,source
10769736,Inactive Investor,Campbell Gerrish,,"M Holdings Securities, Inc. New York NY 60 E 42nd St",campbell.gerrish@mfin.com,,Salesforce
10967289,Inactive Investor,Denise Wray,,State Farm VP Management Corp. Ord NE 1514 J St,,,Salesforce
11217589,,Syed Hussain,,,syed.hussain@lpl.com,,Other
10942443,Inactive Investor,Robert Maalouf Kassouf,,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
10645532,,James Kilbane,,,jkilbane@mesirowfinancial.com,,List Import
10898498,Inactive Investor,Timothy Olson,Wealth Management Analyst,Morgan Stanley Dallas TX 2121 N Pearl St,tim.olson@morganstanleypwm.com,,Salesforce
11123270,Inactive Investor,Christina Macmillan,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,tina.macmillan@fmr.com,,Salesforce
11034610,Inactive Investor,Charles Ehnot,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,,,Salesforce
342958,,Ron Labrum,Operating Partner,Linden Capital Partners,rlabrum@lindenllc.com,312-506-5600,Manual List Upload
9602520,,emre deveci,,,emredeveci@sozcu.com.tr,,List import
11228664,Inactive Investor,Jose Alvarez Zamora,,J.P. Morgan Securities LLC Belmont CA 1888 Ralston Ave,jose.alvarez-zamora@jpmorgan.com,,Salesforce
11057249,Inactive Investor,Jennifer Merida,,"Empower Financial Services, Inc Lancaster PA Private Residence",,,Salesforce
11008619,Inactive Investor,Andrew Atalla,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",andrew.atalla@nm.com,,Salesforce
11053904,Inactive Investor,Charles Bahr,,Perella Weinberg Partners LP,cbahr@pwpartners.com,,Salesforce
9588937,,Garland Faist,,,gfaist@fcpdc.com,,List import
10646197,,Nicholas Lombardi,,,nicholas.lombardi@morganstanley.com,,List Import
341919,,Laura Tyson,"Chief Operating Officer, General Counsel, Managing Director, Regulatory Contact",The Energy & Minerals Group,ltyson@emgtx.com,713-579-5000,Manual List Upload
11185761,Inactive Investor,William Daniels,,PFS Investments Inc. Garner NC 2339 Timber Dr,bdaniels.nn921@primerica.com,,Salesforce
10777868,Inactive Investor,Richard Falso,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,richard.falso@fidelity.com,,Salesforce
11127661,Inactive Investor,Patricia Jennerjohn,Managing Member;Managing Partner;Owner;Principal,"Focused Finances, LLC Oakland CA 286 Santa Clara Ave",,,Salesforce
10760432,Inactive Investor,Jocelyn Smith,Retirement Solutions and Annuity Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",jocelyn_smith@bofa.com,,Salesforce
11151599,Inactive Investor,Jose Rodriguez,,J.P. Morgan Securities LLC Austin TX 5700 W Slaughter Ln,,,Salesforce
11185813,Inactive Investor,Roderick Espino,,"Allstate Financial Services, LLC Chicago IL 5245 N Clark St",respino@allstate.com,,Salesforce
9594668,,Min E,,,lohminen@gmail.com,,List import
9592166,,Thomas Nugent,,,tom@vcm.us.com,,List import
10760836,Inactive Investor,Mark Sargon,Financial Consultant,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11196871,Inactive Investor,Matthew Henry,Financial Planner,Edward Jones Stanley NC 1172 S NC 16 Business Hwy,matthew.henry@edwardjones.com,,Salesforce
1582389,,Dwight Silva,,[Unknown],mydellwidowscell@icloud.com,,
10865499,Inactive Investor,Billy Patrikios,,Spencer-Winston Securities Corporation,,,Salesforce
10763591,Inactive Investor,Esther Valdivia,Portfolio Associate,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,esther.valdivia@morganstanley.com,,Salesforce
11091350,Inactive Investor,John Yeager,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,john.yeager@ubs.com,,Salesforce
11113997,Inactive Investor,Jon Hymer,,"SCF Securities, Inc. Abilene TX 5701 Buffalo Gap Rd",,,Salesforce
349141,,Paul Stepan,Head Of Banking,Loancore Capital Credit Advisor Llc,pstepan@loancore.com,203-861-6000,Manual List Upload
11208693,Inactive Investor,Carey Perkins,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",carey.perkins@schwab.com,,Salesforce
373740,,Paul Baillie,,[Unknown],paulmbaillie@hotmail.com,,source
10798509,Inactive Investor,Steven Firenze,,"Wells Fargo Clearing Services, LLC Charlotte NC 401 N Tryon St",steven.firenze@wellsfargoadvisors.com,,Salesforce
10817992,Inactive Investor,Donald Holley,,State Farm VP Management Corp. Lanett AL 2105 S Broad Ave,,,Salesforce
11203983,Inactive Investor,Robert Pratt,Associate Investment Advisor,The Burney Company,rpratt@burney.com,,Salesforce
11127244,Inactive Investor,Beverly Wilbanks,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,beverly.wilbanks@lpl.com,,Salesforce
10858860,Inactive Investor,Jesse Beckermann,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Hayward WI 10617 Main St",jesse.a.beckermann@ampf.com,,Salesforce
11155696,Inactive Investor,Matthew Scarano,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,mscarano@ft.newyorklife.com,,Salesforce
9541377,,Bronal Gary,,,bronal.gary@outlook.com,,List import
11020130,Inactive Investor,Hector Salinas Fernandez Dav,,J.P. Morgan Securities LLC Tomball TX 8507 W New Harmony Trl,hector.salinas-fernandez-dav@jpmorgan.com,,Salesforce
10793732,Inactive Investor,Richard Puckett,Financial Advisor,Edward Jones Goshen IN 2020 Elkhart Rd,scott.puckett@edwardjones.com,,Salesforce
11162824,Inactive Investor,Bruce Marger,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",bruce.marger@wellsfargo.com,,Salesforce
10796476,Inactive Investor,Christine Min,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",christine.fong@nm.com,,Salesforce
337174,,Scott Blick,Managing Partner & Portfolio Manager,Logan Equity Partners,sblick@loganequity.com,,
11039734,Inactive Investor,Jennifer Haldemann,Financial Advisor,Robert W. Baird & Co. Incorporated,jhaldemann@rwbaird.com,,Salesforce
10883944,Inactive Investor,Jason Ebding,Financial Advisor,LPL Financial LLC Palm Coast FL 1 Florida Park Dr S,jason.ebding@lpl.com,,Salesforce
11050464,Inactive Investor,Daniel Mitchell,,"Fiorile & Associates, LLC",,,Salesforce
11036577,Inactive Investor,Robert Burke,,Cetera Advisors LLC Baton Rouge LA 15015 Jamestown Blvd,,,Salesforce
11093376,Inactive Investor,Andres Echeverri,Executive Director;Financial Advisor,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
11100447,Inactive Investor,Traci Kaas,,Probitas Financial,traci@probitasfinancial.com,,Salesforce
11153107,Inactive Investor,Albert Hooper,Managing Director,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,hhooper@rwbaird.com,,Salesforce
11063360,Inactive Investor,Stacey Williams,Financial Planner,LPL Financial LLC Hilo HI 80 Pauahi St,stacey.a.williams@lpl.com,,Salesforce
11019685,Inactive Investor,Albert King,,NYLIFE Securities LLC Salem OR 500 Liberty St SE,abking@ft.newyorklife.com,,Salesforce
10878744,Inactive Investor,Cristina Phillips,Financial Advisor,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,cristina.phillips@wellsfargoadvisors.com,,Salesforce
10920054,Inactive Investor,Stacey Willenbring,Client Service Manager;Paraplanner,"Ameriprise Financial Services, LLC Dubuque IA 6601 Boulder Brook Ct",stacey.a.willenbring@ampf.com,,Salesforce
11101123,Inactive Investor,Shelley Moncrief,Financial Advisor,LPL Financial LLC Lafayette LA 3909 Ambassador Caffery Pkwy,shelley.moncrief@lpl.com,,Salesforce
4749,, -,,[[Unknown]],trcy2911@yahoo.com,,Initial Salesforce Import
9597398,,Sara Gardner,,,sgardner@epwealth.com,,List import
10867993,Inactive Investor,Michaela Barker,,"Raymond James Financial Services, Inc. Santa Rosa CA 2500 Mendocino Ave",michaela.paul@raymondjames.com,,Salesforce
10857799,Inactive Investor,Arvind Mallik,Co-Founder;Managing Member;Managing Partner,"KMF Investments Management, LLC",arvind.mallik@kmfinvestments.com,,Salesforce
11078903,Inactive Investor,Arlene Menicucci,,"U.S. Bancorp Investments, Inc. Walnut Creek CA 1555 Mt Diablo Blvd",arlene.menicucci@usbank.com,,Salesforce
11068909,Inactive Investor,Sylvie Raffray,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Duluth GA 2731 Meadow Church Rd",sylvie.sayavongsa@wellsfargo.com,,Salesforce
9605264,,Justin Schwartz,,,justin_schwartz@vanguard.com,,List import
11185760,Inactive Investor,Maria Prato,,PFS Investments Inc. Miami FL 10300 SW 72nd St,maria.prato@primerica.com,,Salesforce
9545079,,Rob Braunack,,,r.braunack@cultiogroup.com,,List import
11212179,Inactive Investor,Joi Libsack,,LPL Financial LLC Spokane WA 917 S Monroe St,joi.libsack@lpl.com,,Salesforce
11167079,Inactive Investor,Shellee Pietras,,Cetera Advisor Networks LLC Franklin IN 175 N Main St,shellee.pietras@ceterawealth.com,,Salesforce
10488592,,Desmond Lynch,Partner,River Canyon Fund Management Llc,dlynch@canyonpartners.com,,List import
11020556,Inactive Investor,Joseph Markim,Vice President,"Capitol Securities Management, Inc. Glastonbury CT 11 Naubuc Ave",jmarkim@capitolsecurities.com,,Salesforce
9623192,,Christopher Gaytan,,,christopher.gaytan@yahoo.com,,List import
11048267,Inactive Investor,Gavin Esposito,Financial Advisor,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
2172542,,Robert Bain,,[Unknown],bainmail@gmail.com,,
9580044,,John Bachman,,,john.bachman@pnc.com,,List import
10832389,Inactive Investor,Michael Bautista,,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",michael.bautista@equitable.com,,Salesforce
222253,,Gayathri Ramanujam,,[Unknown],gayathri_jag@yahoo.com,,source
11137265,Inactive Investor,Michael Tumolo,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",michael.tumolo@davidlerner.com,,Salesforce
11230537,Inactive Investor,Rachel Black,Client Service Associate;Practice Manager,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",rachel.black@ampf.com,,Salesforce
11164415,Inactive Investor,Thomas Bonnington,,"Regulus Financial Group, LLC",,,Salesforce
9553295,,Will Chen,,,willchan1026@hotmail.com,,List import
9599785,,Tamara Lowenberg,,,tamara.lowenberg@thinkingbeyond.com,,List import
244577,,Timothy Ralph,Managing Partner,Merit Financial Advisors,tralph@meritfa.com,609 6888701,Manual List Upload
10968605,Inactive Investor,Donna Mcelwain,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,donna.mcelwain@ceterais.com,,Salesforce
9546018,,Oliver F,,,oliver@froelich.net,,List import
11236728,Inactive Investor,Alex Shigeta,Associate Financial Advisor,ATHOS Private Wealth LLC,alex@athoswealth.com,,Salesforce
10823279,Inactive Investor,Harry Virunurm,Financial Advisor,LPL Financial LLC Mount Laurel NJ 305 Fellowship Rd,harry.virunurm@lpl.com,,Salesforce
10928426,Inactive Investor,Hunter Bufkin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
248354,,Chris Jennings,CFO,STM,christopher.t.jennings@gmail.com,,Manual List Upload
11051254,Inactive Investor,Danilo Ercole,,Vanguard Marketing Corporation,danilo_ercole@vanguard.com,,Salesforce
10876915,Inactive Investor,Alan Heckert,Financial Advisor,Edward Jones Mount Vernon IN 431 E 4th St,alan.heckert@edwardjones.com,,Salesforce
9616881,,Vidhyashankar sathya,,,vidhyashankar.s@ninestars.in,,List import
11270534,,Michael White,,,mwhite@crainco.com,,Web Form Fillout
9645071,,Giancarlo Cudrig,,,capital.gian@gmail.com,,List import
11013694,Inactive Investor,Cecil Whisenton,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,cecil.whisenton.ecke@statefarm.com,,Salesforce
10970495,Inactive Investor,Marielle Termine,,"Moors & Cabot, Inc.",mtermine@moorscabot.com,,Salesforce
11015917,Inactive Investor,Grant Pierce,Investment Advisor,"Osaic Wealth, Inc. Kimberly WI 717 Eisenhower Dr",,,Salesforce
11206562,Inactive Investor,Jose Nedumpurath,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,jose.nedumpurath@primerica.com,,Salesforce
11254166,Inactive Investor,Jason Foy,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,jason.foy@fidelity.com,,Salesforce
10613208,,Michael Pizzutello,"Senior Financial Advisor, Senior Vice President",,michael_pizzutello@ml.com,,List Import
119145,,Aaron Greene,,Fidelity Personal and Workplace Advisors,aaron.greene@fidelity.com,,
11143714,Inactive Investor,Darien Kintner,,"Farmers Financial Solutions, LLC Newport Beach CA 1500 W Balboa Blvd",dkintner@farmersagent.com,,Salesforce
11232878,Inactive Investor,Mark Munday,,"Signature Estate Securities, Inc.",,,Salesforce
236361,, -,,[[Unknown]],kxkxcoin@gmail.com,,Organic Search
11140960,Inactive Investor,James Richards,Financial Advisor,"Wells Fargo Clearing Services, LLC Bettendorf IA 2001 Spruce Hills Dr",james.t.richards@wellsfargo.com,,Salesforce
10888520,Inactive Investor,Mark Peterson,Financial Advisor,Edward Jones Little Rock AR 1700 Kirk Rd,mark.peterson@edwardjones.com,,Salesforce
9598791,,Kevin Earley,,,kearley@mairsandpower.com,,List import
9576030,,Michael Birenbach,,,mbirenbach@orchestralfinancial.com,,List import
9544658,,Greg Spievak,,,spievak@rebootcommunication.com,,List import
11191195,Inactive Investor,Paul Brock,,"Northeast Planning Associates, Inc. Chandler AZ 2231 E Pecos Rd",,,Salesforce
11066202,Inactive Investor,Yoni Bolanos,,VectorGlobal WMG,,,Salesforce
235928,, -,,[[Unknown]],ysf4mkona@yahoo.com,,
9580371,,Timothy Dwyer,,,dwyer.timothy@principal.com,,List import
5720012,,Casey Gehrer,,,gehrerc@gmail.com,,Web Form Fillout
11014213,Inactive Investor,Evan Sinda,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",evan.sinda@prudential.com,,Salesforce
11163279,Inactive Investor,Rick Stone,,LPL Financial LLC Denver CO 3000 Youngfield St,,,Salesforce
1002216,Inactive Investor,Alexandre Speaker,Managing Partner,Moriah Capital,aspeaker@moriahcapital.com, +1 646 660 9625,
11124226,Inactive Investor,Vivin Mattamana,,J.P. Morgan Securities LLC,vivin.v.mattamana@jpmorgan.com,,Salesforce
10926831,Inactive Investor,Shane Lanning,,"Farmers Financial Solutions, LLC Hastings MN 1350 S Frontage Rd",,,Salesforce
10949317,Inactive Investor,Jose Guerra Mena,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jose_guerra-mena@vanguard.com,,Salesforce
10975736,Inactive Investor,Scott Lombardo,,Key Investment Services LLC,scott_lombardo@keybank.com,,Salesforce
9641117,,Kurt Willi,,,kurtw@iinet.net.au,,List import
10779163,Inactive Investor,Perry Werner,,LPL Financial LLC Du Quoin IL 109 E Main St,perry.werner@lpl.com,,Salesforce
10752799,Inactive Investor,John Maffe,Investment Advisor Representative,"Equity Services, Inc. Glastonbury CT 119-C Griswold St",maffe_jay@nlvmail.com,,Salesforce
10934762,Inactive Investor,Valri Murata,,"Osaic Wealth, Inc. Honolulu HI 876 Curtis St",,,Salesforce
9648029,,Anthonie Campbell,,,campbell876@gmail.com,,List import
9577921,,Scott Ream,,,swream@gmail.com,,List import
11049427,Inactive Investor,Arthur Grizzle,Co-Founder;Managing Partner,"Martello Investments, LLC",agrizzle@martelloinvestments.com,,Salesforce
11080449,Inactive Investor,McKenzie Hopper,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11052020,Inactive Investor,Tim Bryson,Financial Advisor,Edward Jones Claremont NC 3332 E Main St,tim.bryson@edwardjones.com,,Salesforce
9586801,,Wasim Ahmed,,,waqlord@hotmail.com,,List import
11159877,Inactive Investor,Candy Palugi,Chief Compliance Officer,3Chopt Investment Partners LLC,cpalugi@3choptinvest.com,,Salesforce
11197405,Inactive Investor,Kelly Lamarche,,"Farmers Financial Solutions, LLC Antigo WI 805 5th Ave",kgreig@farmersagent.com,,Salesforce
11120813,Inactive Investor,Benjamin Barillon,,J.P. Morgan Securities LLC Tampa FL 5205 Cypress Preserve Dr,benjamin.c.barillon@chase.com,,Salesforce
9543465,,Bárður Háskor,,,bhaskor@gmail.com,,List import
11231378,Inactive Investor,Isabella Steele,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,isabella_steele@vanguard.com,,Salesforce
11009380,Inactive Investor,Timothy Smith,,"MML Investors Services, LLC Oklahoma City OK 6305 Waterford Blvd",,,Salesforce
10612954,,Nicholas Diolosa,Financial Advisor,,nicholas.diolosa@equitable.com,,List Import
9546606,,George Buruschkin,,,jangar.futsal@gmail.com,,List import
10938909,Inactive Investor,Lisa Storey,StockBroker,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10695915,,TERRENCE BRITT,,Ashton Thomas Securities,tbritt@at-pw.com,,List Import
1004395,Inactive Investor,Sid John Leopold,,Sid John Leopold,leopold@vinter.capital,,Paid Social
11153715,Inactive Investor,Ana Ramirez,,Cetera Advisor Networks LLC El Dorado Hills CA 1107 Investment Blvd,ramireza@ceteranetworks.com,,Salesforce
9552321,,Richard Murphy,,,rmurphy@cross-river.com,,List import
335307,,Jonathan Marlow,Vice President,Midocean Credit Partners,jmarlow@midoceanpartners.com,212-497-1400,Manual List Upload
11148754,Inactive Investor,Brian Gallagher,,Santander Securities LLC Conshohocken PA 625 W Ridge Pike,,,Salesforce
10890473,Inactive Investor,Bradley Burcham,,"MML Investors Services, LLC Chattanooga TN 7213 Noah Reid Rd",bburcham@massmutual.com,,Salesforce
11254552,Inactive Investor,Clair Breece,,MWA Financial Services Inc. Ottawa OH 1331 E 4th St,clair.breece@modern-woodmen.org,,Salesforce
11007912,Inactive Investor,Lourdes Alvan Ore,,J.P. Morgan Securities LLC Oakland CA 3438 Fruitvale Ave,lourdes.alvan-ore@jpmorgan.com,,Salesforce
11147764,Inactive Investor,Jacob Gold,,Cetera Advisor Networks LLC Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
11077991,Inactive Investor,Robbie Mccall,,Citigroup Global Markets Inc.,,,Salesforce
69069,,Jeffrey Biernat,Advisor,Allstate Financial,jbiernat01@gmail.com,,
6282669,,sen toj,,,beremin911@fom8.com,,Web form fillout
11293167,,Walter Foley,,,wfoley1978@gmail.com,4788415169,Web Form Fillout
11020455,Inactive Investor,Steve Robledo,,J.P. Morgan Securities LLC Batavia IL 5 N Randall Rd,steve.robledo@chase.com,,Salesforce
10801685,Inactive Investor,Andrew Hooper,,NYLIFE Securities LLC Montesano WA 200 S 1st St,athooper@ft.newyorklife.com,,Salesforce
11023438,Inactive Investor,Fernando Del Llano Sobrino,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
10943076,Inactive Investor,Randy Lemert,,LPL Financial LLC Walkerton IN 449 Liberty St,randy.lemert@lpl.com,,Salesforce
11058067,Inactive Investor,David Miller,,"Fortune Financial Services, Inc. Washington DC 3233 M St NW",dnm@fortunefinancialservices.com,,Salesforce
11156169,Inactive Investor,John Yencik,,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",john.j.yencik@ampf.com,,Salesforce
11114486,Inactive Investor,Naida Castro,,PFS Investments Inc. Baldwin Park CA 14135 Francisquito Ave,naida.castro@primerica.com,,Salesforce
11188693,Inactive Investor,Steven Mengyan,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",steve.mengyan@nm.com,,Salesforce
10946109,Inactive Investor,Joni Deakins,,Cetera Advisor Networks LLC Encino CA 16133 Ventura Blvd,joni.deakins@ceterawealth.com,,Salesforce
10837207,Inactive Investor,Albert Chevalier,,L.O. Thomas & Co. Inc.,,,Salesforce
6896529,,SHARON Johnson,,,johnson3630@hotmail.com,,Web form fillout
11230664,Inactive Investor,Blake Bergstrom,Associate Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",blake.bergstrom@ampf.com,,Salesforce
9569191,,Bill Keller,,,taxrangerreturns@gmail.com,,List import
11183517,Inactive Investor,William Decker,Chief Investment Officer;Founder;Managing Member,"Decker Wealth Management, LLC",,,Salesforce
11050986,Inactive Investor,Kristen Melendy,Senior Client Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,kristen.melendy@ubs.com,,Salesforce
9632391,,Sabine Schoenberg,,,sabine@sabinesnewhouse.com,,List import
10917239,Inactive Investor,Suzanne Loporto,,"Principal Securities, Inc.",,,Salesforce
11069038,Inactive Investor,Chase Villers,,Morgan Stanley Huntington WV 1200 3rd Ave,chase.villers@morganstanley.com,,Salesforce
10866918,Inactive Investor,Mark Aridgides,,"Kestra Investment Services, LLC South Burlington VT 620 Hinesburg Rd",,,Salesforce
10604567,,Diane Finazzo,Advisor,Morgan Stanley,diane_finazzo@morganstanley.com,631-755-1612,List Import
10659526,,Rick Carlson,,,rsc@fortunefinancialservices.com,,List Import
9560572,,Frank Beck,,,frank@frankbeck.com,,List import
10988273,Inactive Investor,Evgenia Lando,,Thornburg Securities Corporation,elando@thornburg.com,,Salesforce
10959486,Inactive Investor,Woohee Han,,Citigroup Global Markets Inc.,,,Salesforce
11185496,Inactive Investor,Erin Levan,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
9553361,,jim m,,,jim@jim.com,,List import
9575463,,Moses Solemon,,,management@cbhppp.com,,List import
10972424,Inactive Investor,Timothy Barry,Financial Professional,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",timothy.barry@equitable.com,,Salesforce
11152435,Inactive Investor,Michael Delaney,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",delaney.michael@ntrs.com,,Salesforce
11088707,Inactive Investor,Peter Drake,,LPL Financial LLC Howard OH Private Residence,peter.drake@lpl.com,,Salesforce
219443,,Richard P,,[Unknown],morisonminded@gmail.com,,
11059277,Inactive Investor,Ronald Sanville,,"Empower Financial Services, Inc Somerset NJ Private Residence",ronald.sanville@gwrs.com,,Salesforce
11142107,Inactive Investor,Kenneth McIntosh,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",ken_mcintosh@ml.com,,Salesforce
10657982,,Charlie Barrios,,,charlie.a.barrios@huntington.com,,List Import
11066409,Inactive Investor,Joel Dovi,,"Raymond James Financial Services, Inc. Edgewater MD 137 Mitchells Chance Rd",joel.dovi@raymondjames.com,,Salesforce
9597487,,Gerald Holman,,,gerald.holman@raymondjames.com,,List import
9638161,,Nicolas Salomon,,,nicolas.salomon@cern.ch,,List import
10830793,Inactive Investor,Maureen Shuler,First Vice President;Institutional Consultant,Morgan Stanley Potomac MD 12505 Park Potomac Ave,maureen.m.coogan@morganstanley.com,,Salesforce
11074180,Inactive Investor,Andrew Gilson,Operations Manager;Regulatory Contact;Shareholder,Colorado Capital Management,andy@coloradocap.com,,Salesforce
11141276,Inactive Investor,Malachy Doyle,,Fidelity Brokerage Services LLC,,,Salesforce
9601908,,Samuel Arnott,,,samuel.arnott@kestrafinancial.com,,List import
10951558,Inactive Investor,Jennifer Ceterko,Financial Advisor,LPL Financial LLC Wayne NJ Private Residence,jennifer.ceterko@lpl.com,,Salesforce
9647084,,Shaun Gentry,,,info.bombzquad@gmail.com,,List import
10822740,Inactive Investor,Jorge Rosas,Financial Advisor,"Raymond James & Associates, Inc. Tucson AZ 5285 E Williams Cir",adalberto.rosas@raymondjames.com,,Salesforce
9613705,,Josephine Jimenez,,,jjimenez@channingglobal.com,,List import
10789517,Inactive Investor,Andrew Crock,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,andrew.crock@fidelity.com,,Salesforce
10923011,Inactive Investor,Sally Lee,,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",sally.lee@tfaconnect.com,,Salesforce
10616147,,Nicholas Trulis,,,nick.trulis@chase.com,,List Import
11034124,Inactive Investor,James Patton,Chief Executive Officer;Founding Partner;Regulatory Contact,"Patton Albertson Miller Group, LLC",jimmy@pamwealth.com,,Salesforce
11103047,Inactive Investor,Michael Ferrier,Wealth Management Advisor,LPL Financial LLC Redding CA 400 Redcliff Dr,michael.ferrier@lpl.com,,Salesforce
10799521,Inactive Investor,Craig Colby,Financial Advisor,Edward Jones Mount Pleasant SC 966 Houston Northcutt Blvd,,,Salesforce
10814713,Inactive Investor,Robert Hanson,Financial Advisor,"Wells Fargo Clearing Services, LLC Defiance OH 419 5th St",jay.hanson@wellsfargoadvisors.com,,Salesforce
11048919,Inactive Investor,Robert Requard,,Connolly Financial Dripping Springs TX Private Residence,robert@connolly-financial.com,,Salesforce
11079576,Inactive Investor,James Campbell,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Altoona PA 180 Charlotte Dr",james.campbell@stifel.com,,Salesforce
5382431,,Aran Freestone,,,aranfreestone@gmail.com,,Web Form Fillout
215998,,Clyde Buff,,[Unknown],chihawks982014@gmail.com,,source
10968140,Inactive Investor,Todd Brown,,Cetera Advisor Networks LLC Bulverde TX Private Residence,todd.brown@ceterawealth.com,,Salesforce
11134846,Inactive Investor,Daniel Driggs,,"RBC Capital Markets, LLC Houston TX 609 Main St",daniel.driggs@rbc.com,,Salesforce
11017017,Inactive Investor,Nicole Best,,NYLIFE Securities LLC Camp Hill PA 300 Corporate Center Dr,nbest01@ft.newyorklife.com,,Salesforce
9603796,,Scott McGhie,,,smcghie@telusplanet.net,,List import
10860658,Inactive Investor,Jesus Horton,Financial Advisor,Edward Jones El Paso TX 6006 N Mesa St,jesus.horton@edwardjones.com,,Salesforce
10899431,Inactive Investor,Jesse Folus,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",jesse.folus@ml.com,,Salesforce
230861,, -,,[Unknown],giovannigiorgio45@gmail.com,,
11122084,Inactive Investor,Stephen Mackenzie,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",stephen.mackenzie@ml.com,,Salesforce
11036169,Inactive Investor,Stephen Park,Financial Advisor,LPL Financial LLC Saddle River NJ 600 E Crescent Ave,stephen.park@lpl.com,,Salesforce
10968620,Inactive Investor,Allen Stein,Divisional Manager,PFS Investments Inc. Miami FL 2811 SW 3rd Ave,allen.stein@primerica.com,,Salesforce
10993906,Inactive Investor,Kevin Chang,,Cetera Advisor Networks LLC Issaquah WA 22500 SE 64th Pl,,,Salesforce
10976710,Inactive Investor,Kristen Barbour,Co-Founder;Director - Operations,"Fountainhead Fiduciary, LLC Reston VA 12355 Sunrise Valley Dr",kristen@fountainheadwa.com,,Salesforce
11031228,Inactive Investor,Steven Selip,,"Cambridge Investment Research, Inc. Wexford PA 10475 Perry Hwy",,,Salesforce
10983598,Inactive Investor,James Chouteau,,"Bankers Life Securities, Inc. Lees Summit MO 100 NE Tudor Rd",james.chouteau@bankerslife.com,,Salesforce
10903983,Inactive Investor,Victor Ochaney,Senior Vice President - Risk Management,Citigroup Global Markets Inc. New York NY 399 Park Ave,,,Salesforce
9612272,,Trottier Julien,,,trottier.julien@hotmail.fr,,List import
11172274,Inactive Investor,William Rogers,Private Wealth Advisor,"Ameriprise Financial Services, LLC Evans GA 601 N Belair Sq",will.rogers@ampf.com,,Salesforce
11234266,Inactive Investor,Fajkon Djonbalaj,Associate Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Colorado Springs CO 90 S Cascade Ave",,,Salesforce
11238118,Inactive Investor,C Denmark,,Siguler Guff Advisers LLC,cdenmark@sigulerguff.com,,Salesforce
10796073,Inactive Investor,Vernee Bonacci-Saar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",vernee.bonacci-saar@ml.com,,Salesforce
10784898,Inactive Investor,Douglas Walters,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",doug.walters@wellsfargoadvisors.com,,Salesforce
10774301,Inactive Investor,Danielle Herman-Knotz,Assistant Vice President;Chief - Staff,Morgan Stanley Shrewsbury NJ 1030 Broad St,danielle.herman@morganstanley.com,,Salesforce
10881899,Inactive Investor,Kimberly Crook,,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
11156076,Inactive Investor,Matthew Balasingham,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
9560391,,kathy daigneudt,,,ernestina1995@yahoo.com,,List import
9561718,,DIBYA DAS,,,dibyamaahi@gmail.com,,List import
10945382,Inactive Investor,Kevin Hegarty,Chief Compliance Officer;Principal,"Hegarty Advisors, LLC",kevin@hegartyadvisors.com,,Salesforce
9557209,,Ross Gates,,,charles@primelab.app,,List import
10892565,Inactive Investor,Christopher Wiedmar,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",chris.wiedmar@nm.com,,Salesforce
11076546,Inactive Investor,Danilo Ibner,Financial Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,,,Salesforce
10880382,Inactive Investor,Tyler Petty,Wealth Manager,Windward Private Wealth Management Inc.,,,Salesforce
9546001,,KARL M HUDSON,,,karl.hudson@salesforce.com,,List import
50763,,Timothy Regan,Wealth Advisor,"Thrivent Advisor Network, LLC",tim.regan@thrivent.com,708-326-4750,
10869801,Inactive Investor,Max Delance,,Fidelity Brokerage Services LLC Ogden UT 4973 Partridge Way,,,Salesforce
10975318,Inactive Investor,Michael Collier,,"Frost Brokerage Services, Inc. Austin TX 401 Congress Ave",michael.collier@frostbank.com,,Salesforce
10762814,Inactive Investor,James Ambrose,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",j_ambroseii@ml.com,,Salesforce
11158326,Inactive Investor,Katherine Dale,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10895886,Inactive Investor,Leslie Warren,Financial Advisor,LPL Financial LLC Clackamas OR 10121 SE Sunnyside Rd,leslie.warren@lpl.com,,Salesforce
10782716,Inactive Investor,Luc Droal,,J.P. Morgan Securities LLC New York NY 988 8th Ave,luc.droal@jpmorgan.com,,Salesforce
9611036,,Orien Management,,,orienproperty@outlook.com,,List import
9632357,,xiaofei li,,,81585031@qq.com,,List import
11087318,Inactive Investor,Andrew Grannis,,"IFP Securities, LLC Cleveland OH Private Residence",,,Salesforce
10779781,Inactive Investor,Cherie Bond,Alternative Investment Director;Financial Advisor;Financial Planning Specialist;Lending Specialist;Managing Director - Wealth Ma,Morgan Stanley Glenview IL 2700 Patriot Blvd,cherie.b.wardrop@morganstanley.com,,Salesforce
11007320,Inactive Investor,Marco Anaya Marmolejo,,LPL Financial LLC Sacramento CA 3610 American River Dr,marco.anaya-marmolejo@lpl.com,,Salesforce
11060549,Inactive Investor,Hollis Montgomery,Director - Corporate Cash Investments;Director - Investments;Executive Director;Financial Advisor;Managing Director;Portfolio Ma,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,hollis.hart@morganstanley.com,,Salesforce
11017329,Inactive Investor,Chace Schornstein,Relationship Manager;Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,chace.schornstein@ubs.com,,Salesforce
10833344,Inactive Investor,Nicholas Schweigert,Financial Solutions Advisor;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",nick.schweigert@ml.com,,Salesforce
9543282,,Donald Magdon,,,don.magdon@lfg.com,,List import
10612078,,Thomas Cagganello,"Director - Alternative Investments, Executive Director, Family Wealth Director, Financial Advisor, Lending Specialist, Senior Po",,thomas.cagganello@morganstanley.com,,List Import
10945024,Inactive Investor,Sohil Shah,,Citigroup Global Markets Inc.,,,Salesforce
10910314,Inactive Investor,Darien Lewie,,"Osaic Institutions, Inc. Granby CT 15R Hartford Ave",dlewie@infinexgroup.com,,Salesforce
9575961,,Jeff Swavely,,,jeff.swavely@fisglobal.com,,List import
11195851,Inactive Investor,John Wisenbaker,,"Osaic Wealth, Inc. Huntington Beach CA 5500 Bolsa Ave",,,Salesforce
10963325,Inactive Investor,Garret Colao,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
9558348,,Chris tian,,,blackpinkid.420@gmail.com,,List import
10867309,Inactive Investor,Elizabeth Marshall,Managing Director;Member;Private Equity Research,Hall Capital Partners LLC,emarshall@hallcapital.com,,Salesforce
11042369,Inactive Investor,Steven McGovern,Registered Principal,LPL Financial LLC Sea Girt NJ Private Residence,steven.mcgovern@lpl.com,,Salesforce
9466626,,Ravinder AltoIRA FBO Ravinder N Bhalla IRA,,Ravinder Bhalla,drravibhalla@gmail.com,,source
10766759,Inactive Investor,Sandra Davis,Team Administrator,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sandra.davis@ubs.com,,Salesforce
10993075,Inactive Investor,Marcus Salinas,,PFS Investments Inc. Bakersfield CA 1401 19th St,msalinas@primerica.com,,Salesforce
11169889,Inactive Investor,Cheyenne Burbank,Financial Advisor,Edward Jones Eugene OR 1955B Empire Park Dr,cheyenne.burbank@edwardjones.com,,Salesforce
9598294,,Jaime Eckels,,,jaime.eckels@plantemoran.com,,List import
11008745,Inactive Investor,Samuel Fitch,Financial Advisor,Park Avenue Securities LLC Jamestown NY 513 W 3rd St,,,Salesforce
10494398,,Corey Winten,"Chief Compliance Officer, Investment Advisor, Managing Member, Owner","Winten Investment Partners, LLC",cbwinten@hotmail.com,,List Import
11139915,Inactive Investor,Scott Cain,Senior Client Advisor;Vice President,Arvest Wealth Management Bentonville AR 405 S Walton Blvd,scain@arvest.com,,Salesforce
11106534,Inactive Investor,Charles Sudduth,,"Raymond James Financial Services, Inc. Hernando MS 2600 Panola St",charles.sudduth@raymondjames.com,,Salesforce
221204,,Carlos Souza,,[Unknown],cacau41@hotmail.com,,
10826225,Inactive Investor,Mark Bruscianelli,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,mbruscianelli@brileywealth.com,,Salesforce
11143225,Inactive Investor,Geraldo Mendoza,,J.P. Morgan Securities LLC Miami Beach FL 1801 Alton Rd,geraldo.mendoza@jpmorgan.com,,Salesforce
9605122,,wong ks,,,ed88ks@gmail.com,,List import
10788111,Inactive Investor,Jeffrey Knudson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeffrey.knudson@fidelity.com,,Salesforce
11212681,Inactive Investor,Morgan Bonifazi,,"Raymond James & Associates, Inc. New Haven CT 265 Church St",,,Salesforce
11092591,Inactive Investor,Briana Pugh,,J.P. Morgan Securities LLC Downers Grove IL 6241 Main St,brie.pugh@chase.com,,Salesforce
11120058,Inactive Investor,Edward O'Connell,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",edward.oconnell@ampf.com,,Salesforce
334346,,Melissa Pinkerton,,Mercer Global Advisors Inc.,mpinkerton@merceradvisors.com,(727) 896-0848,
10979460,Inactive Investor,Carley Colaw,,Vanguard Marketing Corporation,carley_hawkins@vanguard.com,,Salesforce
10791650,Inactive Investor,Erin Smith,Financial Advisor;Wealth Advisor,LPL Financial LLC Kennewick WA 7401 W Grandridge Blvd,erin.n.smith@lpl.com,,Salesforce
11067492,Inactive Investor,Delilah Taylor,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,delilah.taylor@fidelity.com,,Salesforce
11140156,Inactive Investor,Randal Osterloo,,Cetera Investment Services LLC Sioux Falls SD 500 S Minnesota Ave,randal.osterloo@ceterais.com,,Salesforce
10804225,Inactive Investor,Theodore Rich,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Minden NV 1644 US Hwy 395 N,trich@dadco.com,,Salesforce
11111639,Inactive Investor,Daniel DeChellis,,"The Leaders Group, Inc.",,,Salesforce
11024597,Inactive Investor,Jonathan Boraski,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",jonathan.boraski@nm.com,,Salesforce
11113689,Inactive Investor,Dennis Brewster,,"Osaic Wealth, Inc. San Diego CA 9820 Willow Creek Rd",,,Salesforce
9642123,,Eduardo Sotomayor,,,esotomayor@pariterwmg.com,,List import
10930860,Inactive Investor,Janet Clark,,"Pruco Securities, LLC. Sarasota FL 1605 Main St",janet.clark@prudential.com,,Salesforce
10986566,Inactive Investor,Jerrod Zens,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",jerrod.m.zens@nm.com,,Salesforce
9626573,,Saif Khan,,,saif.khan@mayar.com,,List import
370416,,Lisa Willenzik,,United States,lisawaustin@icloud.com,,dianomi
11109655,Inactive Investor,George Sutphen,Financial Professional,"Pruco Securities, LLC. Des Plaines IL 10275 W Higgins Rd",george.sutphen@prudential.com,,Salesforce
351128,,Carlos Salazar,Building Engineer,Bridge Investment Group,c.salazar@bridgeig.com,801-716-1463,Manual List Upload
10970615,Inactive Investor,Angela Mendy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",angela.mendy@schwab.com,,Salesforce
10505105,,Gavin Pannu,Financial Adviser,Tradfi,gaganpannu@msn.com,7852124443,List Import
210847,,Yuko Yokota,,[Unknown],yokotay@intelligenceunit.jp,,
9618489,,Jean Murphy,,,jmurphy@valueact.com,,List import
11103648,Inactive Investor,Lillie Lindsay,,LPL Financial LLC Saint Peters MO 7417 Mexico Rd,lillie.powell@lpl.com,,Salesforce
9543983,,Deborah Frankel,,,dfrankel@wisdirect.com,,List import
10860240,Inactive Investor,Erika Borman,Financial Advisor,PlanMember Securities Corporation Reno NV 1890 Donald St,eborman@planmembersec.com,,Salesforce
10928776,Inactive Investor,Peter Schmidt,Director,LPL Financial LLC Madison WI 216 Price Pl,,,Salesforce
10998555,Inactive Investor,Raneeta Singh,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,raneeta.singh@fmr.com,,Salesforce
11173372,Inactive Investor,Theodore Dunham,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",theodore_dunham@ml.com,,Salesforce
10962175,Inactive Investor,Connie Mosley,,"Osaic Wealth, Inc. Riverview FL Private Residence",cmosley@osaicwealth.com,,Salesforce
9466561,,Daniel The Daniel A Dwelle Management Trust,,Daniel Dwelle,dd7320sf@icloud.com,,source
9571645,,Drew Frazee,,,drew.frazee@fidelity.com,,List import
11219997,,Frank Woloschak,,,f_a_woloschak@vanguard.com,,Other
218856,,Joseph Metelski,,[Unknown],joemet4@verizon.net,,
10486808,,David Russakov,"Senior Financial Consultant, Vice President","Charles Schwab & Co., Inc.",david.russakov@schwab.com,,List Import
10947485,Inactive Investor,Sajra Hill,Regional Vice President,PFS Investments Inc. Cedar Rapids IA 4211 Glass Rd NE,sajra.vunic@primerica.com,,Salesforce
10760484,Inactive Investor,Desiree Ruiz,,Oppenheimer & Co. Inc.,desiree.ruiz@opco.com,,Salesforce
10647139,,Amy Betts,,,abetts@beamwealth.com,,List Import
11087806,Inactive Investor,James Lebaron,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",,,Salesforce
10996424,Inactive Investor,Terran Kidner,Sales Assistant,"Equitable Advisors, LLC Chattanooga TN 1200 Premier Dr",terran.kidner@equitable.com,,Salesforce
10997245,Inactive Investor,Beatriz Dominquez,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,beatriz.dominquez@primerica.com,,Salesforce
11145074,Inactive Investor,Joseph Heil,Financial Advisor,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,joseph.heil@morganstanley.com,,Salesforce
11038461,Inactive Investor,Felix Meier,,Jefferies LLC,,,Salesforce
11018327,Inactive Investor,Kathleen Hassenfeldt,Associate;Associate Vice President,"RBC Capital Markets, LLC Canonsburg PA 2400 Ansys Dr",kathleen.hassenfeldt@rbc.com,,Salesforce
11041124,Inactive Investor,Cynthia D'Amico,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,cynthia.damico.c399@statefarm.com,,Salesforce
11086675,Inactive Investor,Eric Ferguson,Associate,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,eferguson@commonwealth.com,,Salesforce
10790938,Inactive Investor,Coleen Hohn,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Sioux Falls SD 6300 S Old Village Pl",coleen.hohn@rbc.com,,Salesforce
9588405,,Jay Quolas,,,qball71@gmail.com,,List import
11152611,Inactive Investor,Paul Giusti,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",blake.giusti@ampf.com,,Salesforce
218195,,Darrin Keene,,[Unknown],lites-website0o@icloud.com,,Direct
10878061,Inactive Investor,Alex Davison,Associate Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 80 Wolf Rd",alex.davison@ampf.com,,Salesforce
10825031,Inactive Investor,Felix Erbring,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",felix.erbring@ml.com,,Salesforce
10789207,Inactive Investor,Timothy Placke,,"Wells Fargo Clearing Services, LLC",timothy.placke@wellsfargoadvisors.com,,Salesforce
10806759,Inactive Investor,John Netherland,,Institutional Securities Corporation,jnetherland@iscgroup.com,,Salesforce
11228947,Inactive Investor,David Nagy,Advisor;Financial Advisor,Edward Jones Scottsdale AZ 10733 N Frank Lloyd Wright Blvd,david.nagy@edwardjones.com,,Salesforce
10822811,Inactive Investor,Michael Videll,Financial Advisor,Thrivent Investment Management Inc. Little Rock AR 11400 Executive Center Dr,michael.videll@thrivent.com,,Salesforce
9565846,,Jeanne Miller,,,jmiller@hazlettburt.com,,List import
7192468,,Fuad Vegas,,,fuadvegas73@gmail.com,,Web Form Fillout
10959774,Inactive Investor,Alexandra Ortoleva,,Fidelity Brokerage Services LLC,,,Salesforce
10936232,Inactive Investor,Andrew O'Connor,Chief Compliance Officer;Financial Advisor;Owner;President,Upside Lab Advisors Inc. Huntington NY 70 Sammis St,,,Salesforce
11125489,Inactive Investor,Gregory Hiatt,Financial Advisor,Edward Jones Vancouver WA 5512 NE 109th Ct,greg.hiatt@edwardjones.com,,Salesforce
10980584,Inactive Investor,Damon Yee,Investment Advisor,"Centaurus Financial, Inc. San Jose CA 1580 Oakland Rd",,,Salesforce
11074239,Inactive Investor,Bryan Nielson,,"IFP Securities, LLC Englewood CO 6635 S Dayton St",,,Salesforce
11048186,Inactive Investor,Mark Hutchinson,,TD Private Client Wealth LLC Mount Laurel NJ 12000 Horizon Way,mark.hutchinson@td.com,,Salesforce
372638,,Supahmit Suppha,,Thailand,supahmit.pae@gmail.com,,Salesforce
11074782,Inactive Investor,Michael Morrone,Financial Advisor,"Ameriprise Financial Services, LLC Kenosha WI 5027 Green Bay Rd",michael.g.morrone@ampf.com,,Salesforce
9606679,,Enrico Susanto,,,enrico.susanto@gmail.com,,List import
10763794,Inactive Investor,Anthony Stais,Managing Director - Private Wealth Management,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",tstais@stifel.com,,Salesforce
373564,,Renee Majcherek,,[Unknown],renee3536@icloud.com,,source
10991088,Inactive Investor,Maryelizabeth Stone,,Cetera Advisors LLC Reading PA 34 W Lancaster Ave,,,Salesforce
11123575,Inactive Investor,Donald Stoner,Director - Operations;Senior Vice President,"Ameriprise Financial Services, LLC Chicago IL 105 W Madison St",donald.stoner@ampf.com,,Salesforce
11212291,Inactive Investor,Danielle Hayes,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10843771,Inactive Investor,Kenneth Jackson,,MWA Financial Services Inc. Amarillo TX 6601 W Interstate 40,kenneth.d.jackson@mwarep.org,,Salesforce
9621797,,John Anagnos,,,john.anagnos@aetoliacapital.com,,List import
10950627,Inactive Investor,Jason Banks,,"American Portfolios Financial Services, Inc.",,,Salesforce
10885877,Inactive Investor,Robert Mastin,Financial Advisor,Edward Jones Desoto TX 530 E Pleasant Run Rd,robert.mastin@edwardjones.com,,Salesforce
9545830,,James Marchetti,,,jbmarchetti@firstrepublic.com,,List import
224625,,Michael Baxter,,[Unknown],micbaxter18@gmail.com,,Organic Search
10695928,,Ina Toderita,,Balentine,itoderita@balentine.com,,List Import
10659886,,Caitlin Dahl,,,caitlin.dahl@morganstanley.com,,List Import
224319,,JENNIFER MURPHY,CEO AND FOUNDER,"RUNA DIGITAL ASSETS, LLC",jennifer@runadigitalassets.com,6268182191,Organic Search
11020777,Inactive Investor,Jerome Loreto,,PFS Investments Inc. Houston TX 5225 Katy Fwy,jloreto@primerica.com,,Salesforce
11232139,Inactive Investor,Christopher Bertrand,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,cbertrand@primerica.com,,Salesforce
10861695,Inactive Investor,Bradley Ohmes,Investment Advisor Representative,LPL Financial LLC Sarasota FL 3277 Fruitville Rd,bradley.ohmes@lpl.com,,Salesforce
10576865,,Miguel Angel Romero,,,mromeroruiz@yahoo.es,,Web Form Fillout
9629370,,Jonathan Nunes,,,jonathannunes224@gmail.com,,List import
10935094,Inactive Investor,Omar Zayed,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",omar.zayed@prudential.com,,Salesforce
11143056,Inactive Investor,Hunter Gall,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",hunter.gall@equitable.com,,Salesforce
344704,,Patti Creaton,Human Resources Generalist,"John G. Ullman & Associates, Inc",creatonp@jgua.com,607-936-3785,Manual List Upload
11056749,Inactive Investor,Thomas Mazzochi,Manager,LPL Financial LLC,thomas.mazzochi@lpl.com,,Salesforce
11093562,Inactive Investor,Amanda Bell,,"MML Investors Services, LLC",avigneault@massmutual.com,,Salesforce
11183682,Inactive Investor,John McCormack,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
9593445,,James Hoeland,,,jhoeland@exeterpg.com,,List import
10922527,Inactive Investor,Ryan Burden,,"FBL Marketing Services, LLC Papillion NE 818 Tara Plz",ryan.burden@fblfinancial.com,,Salesforce
10849429,Inactive Investor,Robert Roberts,,LPL Financial LLC Richmond KY 527 W Main St,robert.roberts@lpl.com,,Salesforce
11028032,Inactive Investor,Serge Louis,Chief Compliance Officer;Managing Member,"LFG Wealth Management, LLC Miramar FL 7971 Riviera Blvd",sergelouis@louisfinancial.com,,Salesforce
10927733,Inactive Investor,Dalton Wilson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10860455,Inactive Investor,Marcos Madril,,Money Concepts Capital Corp,mmadril@moneyconcepts.com,,Salesforce
11173333,Inactive Investor,Alex Tynan,Senior Investment Consultant;Vice President,BNY Mellon Securities Corporation New York NY 240 Greenwich St,alex.tynan@bnymellon.com,,Salesforce
11107304,Inactive Investor,David Koki,,J.P. Morgan Securities LLC Bloomfield Hills MI 1116 W Long Lake Rd,david.koki@jpmorgan.com,,Salesforce
224109,,Brett Wells,,[Unknown],bdwells2004@gmail.com,,
11017088,Inactive Investor,Evan Rich,,Thrivent Investment Management Inc. Hiawatha IA 1625 Boyson Rd,,,Salesforce
9561441,,Jon Melander,,,jmelander@boulaygroup.com,,List import
10958731,Inactive Investor,Michael Petticord,,"Portfolio Medics, LLC Winston-Salem NC 205 S Stratford Rd",,,Salesforce
10619257,,Gilbert Mauro,,,gilbert.mauro@morganstanley.com,,List Import
11043043,Inactive Investor,Philip Tse,Financial Advisor,Edward Jones Shrewsbury NJ 1129 Broad St,philip.tse@edwardjones.com,,Salesforce
11022853,Inactive Investor,Jeremiah Mills,,J.P. Morgan Securities LLC Columbus OH 2660 E Main St,jeremiah.mills@jpmorgan.com,,Salesforce
10777102,Inactive Investor,Thomas Amadio,Director,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,thomas.amadio@opco.com,,Salesforce
9599165,,Darren Turner,,,darren@jaffetilchin.com,,List import
371156,,David Hunter,,United States,dhunter33@aol.com,,source
10760665,Inactive Investor,Michael Kearney,Vice President,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,michael.j.kearney@jpmorgan.com,,Salesforce
9605062,,AA BBCV,,,abbbsd@dffeg.sdsds.com,,List import
11025393,Inactive Investor,Shannon Taji,,Compass Securities Corporation Newport RI 1 Mill St,,,Salesforce
10979515,Inactive Investor,Claudia Gaete,,J.P. Morgan Securities LLC Miami FL 11720 SW 104th St,claudia.gaete@jpmorgan.com,,Salesforce
11055090,Inactive Investor,Matthew Simpson,,HSBC Securities (USA) Inc. Chicago IL 227 W Monroe St,,,Salesforce
10757504,Inactive Investor,Louis Graham,Associate Vice President;Financial Advisor;Resident Manager,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,lou.graham@morganstanley.com,,Salesforce
10869506,Inactive Investor,Daniel Leary,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",dan.leary@nm.com,,Salesforce
11128662,Inactive Investor,Frank Kelly,,Morgan Stanley Melville NY 58 S Service Rd,frank.kelly@morganstanley.com,,Salesforce
11228909,Inactive Investor,Lauren Ostendorf,,J.P. Morgan Securities LLC Canandaigua NY 130 S Main St,,,Salesforce
10950762,Inactive Investor,Eric Barta,,"FBL Marketing Services, LLC Bettendorf IA 3705 Utica Ridge Rd",eric.barta@fbfs.com,,Salesforce
9642393,,Umesh Daswani,,,udaswani@ifpc.co.uk,,List import
9639305,,Stefan Zellmer,,,s.zellmer@accumuluscapital.com,,List import
10644118,,Patrick Sands,,,patrick.sands@schwab.com,,List Import
10832445,Inactive Investor,Kevin King,,Thrivent Investment Management Inc. Duluth MN 4884 Miller Trunk Hwy,kevin.king@thrivent.com,,Salesforce
10780320,Inactive Investor,William Boynton,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Boston MA 28 State St,william.boynton@morganstanley.com,,Salesforce
11169463,Inactive Investor,Edward Blatz,Senior Resident Director - Wealth Management;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",ed_blatz@ml.com,,Salesforce
11080584,Inactive Investor,Craig Archer,Financial Advisor,Edward Jones Aiken SC 156 University Pkwy,craig.archer@edwardjones.com,,Salesforce
10875199,Inactive Investor,William Zerkle,,Cetera Advisors LLC Dublin OH 6065 Frantz Rd,william.zerkle@ceteraadvisors.com,,Salesforce
11117684,Inactive Investor,John Merendino,Private Wealth Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Westbury NY 1600 Stewart Ave",,,Salesforce
9566048,,Tim Urie,,,urietimothy@gmail.com,,List import
10879387,Inactive Investor,Mark Curth,,J.P. Morgan Securities LLC Findlay OH 500 S Main St,mark.a.curth@jpmorgan.com,,Salesforce
10981015,Inactive Investor,Justin Moura,Investment Advisor Representative,LPL Financial LLC Tulsa OK 2250 E 73rd St,justin.moura@lpl.com,,Salesforce
11070061,Inactive Investor,Igor Krichevskiy,,J.P. Morgan Securities LLC Brooklyn NY 1987 Flatbush Ave,igor.krichevskiy@jpmorgan.com,,Salesforce
11000532,Inactive Investor,Nickolas Rudholm,Financial Professional,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
9613086,,Brian Sanderson,,,bsanderson@lsvasset.com,,List import
10788178,Inactive Investor,Kathryn Burke,,Goldman Sachs & Co.,kathryn.burke@gs.com,,Salesforce
11235726,Inactive Investor,Robyn Krahn,Financial Advisor;Senior Wealth Advisor,"Resource Consulting Group, Inc.",robyn@finishwell.biz,,Salesforce
210698,,Eleni Mersiadis,,N/a,eleni49@hotmail.com,2038937658,
11193698,Inactive Investor,Dre'Onna Adkins,Associate,Edward Jones Oklahoma City OK 5115 N Shartel Ave,,,Salesforce
11179553,Inactive Investor,Barbara Shaker,,Morgan Stanley Paramus NJ 61 S Paramus Rd,barbara.shaker@morganstanley.com,,Salesforce
10908132,Inactive Investor,Brian McQuoid,,"Allstate Financial Services, LLC Feasterville Trevose PA 7 Interplex Dr",brianmcquoid@allstate.com,,Salesforce
9645011,,Kobe CHEN,,,kobechen108@gmail.com,,List import
9612951,,Christopher Oshewolo,,,christopher.oshewolo@nb.com,,List import
9644027,,Betty HICKEY-WRIGHT,,,info@insightconsultingassociates.com,,List import
8481161,,dean murray,,Mercer Advisors,dmurray@merceradvisors.com,,List import
216997,,Scott Tanis,,[Unknown],tanisscott3@gmail.com,,Direct
9611529,,Nathan Florin,,,nathan08.nf@gmail.com,,List import
11204733,Inactive Investor,Craig Leiderman,Financial Advisor;Managing Director - Investments,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,craig.leiderman@ubs.com,,Salesforce
10892057,Inactive Investor,Steven Cole,Financial Advisor;Founder;Portfolio Manager,"Salmon Bay Wealth Management, LLC",info@salmonbaywealthmanagement.com,,Salesforce
10818826,Inactive Investor,Holly Breeden,Chief Compliance Officer;Compliance Officer;Director - Compliance;Portfolio Analyst,"Fort Vancouver Investment Management, LLC",hbreeden@fortvancouverim.com,,Salesforce
10904093,Inactive Investor,Beau Bryant,Registered Investment Associate,"Stifel, Nicolaus & Company, Incorporated Wenatchee WA 1 5th St",,,Salesforce
11222806,,Benton Rowse,,,browse@merceradvisors.com,,List Import
10843071,Inactive Investor,David Hirons,Senior Vice President - Investments,Wedbush Securities Inc. San Diego CA 401 W A St,david.hirons@wedbush.com,,Salesforce
1001368,Inactive Investor,Randy Norton,,Green Mesa Capital,randycnorton@gmail.com,,3rd Party Lead Gen
11128835,Inactive Investor,Cecilia Miles,,"Sorrento Pacific Financial, LLC Newport Beach CA 5000 Birch St",cmiles@mybd.com,,Salesforce
11201592,Inactive Investor,Joseph Kuethe,,"Raymond James Financial Services, Inc. Loveland OH 6361 Branch Hill Guinea Pike",joe.kuethe@raymondjames.com,,Salesforce
9640299,,Daniel Jacoby,,,djacoby@stratoswealthpartners.com,,List import
1021909,,Christopher Sinkula,,,cdsinkula@gmail.com,7726782796,Web Form Fillout
9562970,,Peter Kellner,,,peter.kellner@rglobal.com,,List import
185840,,Hunter Smith,,[Unknown],huntercsmith68@icloud.com,,Organic Search
10993589,Inactive Investor,Austin Tharp,Investment Advisor Representative;Vice President,"Aventail Wealth Management, LLC",austintharp@aventailwm.com,,Salesforce
10812071,Inactive Investor,Apsari Martin,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",apsari.martin@nm.com,,Salesforce
1001443,Inactive Investor,Connie Huang,,Pinpoint Asset Management Limited,operation@pinpointfund.com,,
9617709,,Carlos Signoret,,,csignoret@hcpcompany.com,,List import
11092565,Inactive Investor,Andrew Dill,,"SunStreet Securities, LLC",,,Salesforce
10844648,Inactive Investor,Matthew Dollar,Financial Advisor,Edward Jones Waco TX 801 Washington Ave,matthew.dollar@edwardjones.com,,Salesforce
10832933,Inactive Investor,Susan Cooke,,"Wells Fargo Advisors Financial Network, LLC Evansville IN 25 NW Riverside Dr",susan.cooke@wellsfargoadvisors.com,,Salesforce
371285,,Franklin Santana,,Self,franklin.santana@gmail.com,201-519-7970,Website
9644608,,Tony Bobo,,,tony.bobo@hotmail.fr,,List import
162360,,Rachel Ford,,[Unknown],rachelford@ford-financial.com,,Advertising
9552808,,Matthew. Parmalee,,,matthewparmalee710@gmail.com,,List import
343600,,Cory Heck,Vice President,"Cid Capital Ii, Inc.",cory@cidcap.com,317-818-5030,Manual List Upload
1003287,Inactive Investor,Ben Canet,,Arrowgrass Capital Partners,ben.canet@arrowgrass.com,,3rd Party Lead Gen
10839024,Inactive Investor,Christopher Estevez,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,christopher.estevez@opco.com,,Salesforce
11053436,Inactive Investor,Debora Majher,Chief Compliance Officer;Financial Advisor;Financial Services Professional;Investment Advisor Representative;Managing Member,Evergreen Retirement Services,deb@evergreenrs.net,,Salesforce
371409,,SAMUEL WINSTON,,United States,sbwinston@gmail.com,,Google Natural Search
10905151,Inactive Investor,Luke Cummings,Financial Advisor,LPL Financial LLC Nevada City CA 202 Providence Mine Rd,luke.cummings@lpl.com,,Salesforce
11129692,Inactive Investor,John Christman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",,,Salesforce
10828266,Inactive Investor,Nancy Bello,Senior Investment Associate;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",nancy_l_bello@ml.com,,Salesforce
10942756,Inactive Investor,Tyler McCabe,Financial Advisor,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,,,Salesforce
10489469,,John Jones,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",john.jones@ml.com,469-294-7090,List Import
10902192,Inactive Investor,Tyrone Dinneen,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",tyrone.p.dinneen@nm.com,,Salesforce
11012342,Inactive Investor,William Cole,,State Farm VP Management Corp. Grand Rapids MI 2169 Wealthy St SE,,,Salesforce
11205454,Inactive Investor,Dean Silverman,,"MML Investors Services, LLC New York NY 200 Vesey St",dsilverman@financialguide.com,,Salesforce
11178953,Inactive Investor,Lori-Ann Argent,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Coral Springs FL 2740 N University Dr",lori.argent@wellsfargoadvisors.com,,Salesforce
10850933,Inactive Investor,R Edmonson,Director,"Lee-Way Financial Services, Inc",chip@leewayfinancial.com,,Salesforce
10930845,Inactive Investor,John Marasco,Financial Services Professional,"Cadaret, Grant & Co., Inc. Elkhorn NE Private Residence",,,Salesforce
11203882,Inactive Investor,Richard Marcolla,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",richard_marcolla@ml.com,,Salesforce
9609442,,ankit Shar,,,ankitsharma130@rediffmail.com,,List import
10645638,,Joseph Krogedal,,,joseph.krogedal@gs.com,,List Import
11166887,Inactive Investor,Willie Mccaulley,Preferred Program Specialist,"Fifth Third Securities, Inc. Daytona Beach FL 1030 W International Speedway Blvd",willie.mccaulley@53.com,,Salesforce
10779686,Inactive Investor,Brian Atkinson,Operations Manager,PNC Investments Ambler PA 1015 S Bethlehem Pike,brian.atkinson@pnc.com,,Salesforce
11255151,Inactive Investor,Matthew Kavanagh,,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",mkavanagh@greatvalleyadvisors.com,,Salesforce
335121,,Benjamin Huneke,"Co-Chief Executive Officer, Co-President",Eaton Vance Management,benjamin.huneke@morganstanley.com,914-225-5510,Manual List Upload
10615568,,Anne Lambert,Financial Advisor,,anne.lambert@lpl.com,,List Import
10658111,,Patrick Gaitens,,,patrick.gaitens@wellsfargoadvisors.com,,List Import
351123,,Benjamin Yarbrough,Managing Director,"Merit Capital Partners Iv, L.l.c.",byarbrough@meritcapital.com,312-592-6111,Manual List Upload
10982295,Inactive Investor,Tammie De Los Santos,,Edward Jones Roswell NM 2602 N Main St,,,Salesforce
10494571,,Daniel Snover,"Chief Investment Officer, President, Regulatory Contact","PMV Capital Advisers, LLC",daniel.snover@pmvadvisers.com,,List Import
10658312,,John Fiore,,,john.h.fiore@jpmorgan.com,,List Import
11174693,Inactive Investor,Alexandra Cruz,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",alexandra.mora@schwab.com,,Salesforce
10902870,Inactive Investor,Dennis Cepress,Financial Advisor,Edward Jones Kennesaw GA 5150 Stilesboro Rd NW,dennis.cepress@edwardjones.com,,Salesforce
11085701,Inactive Investor,Nancy Fong,,J.P. Morgan Securities LLC New York NY 2540 Broadway,nancy.fong@jpmorgan.com,,Salesforce
9581282,,Patrick Kirwan,,,pkirwan100@msn.com,,List import
10926737,Inactive Investor,Robert Solimano,Chief Compliance Officer;Founder;Managing Member,Angel Oak Financial Services LLC,rob@angeloakfinancial.com,,Salesforce
9552511,,Mark Keith,,,mark.v.keith@huntington.com,,List import
9573745,,Holland Snyder,,,hsnyder@tigerglobal.com,,List import
9622987,,Rahul Patel,,,rahulio8@hotmail.com,,List import
9564239,,Myles Lewis,,,myleslewis@bishopcapitalmgmt.com,,List import
9624558,,manfredo Pozzuoli,,,mlpozzuoli@yahoo.ca,,List import
11261200,Inactive Investor,Justin Radke,,OneDigital Investment Advisors Houston TX Private Residence,,,Salesforce
11120733,Inactive Investor,Joseph Maguire,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jmaguire@ft.newyorklife.com,,Salesforce
11157431,Inactive Investor,Michael D'Amore,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
352619,,Lisa Burton,Financial Planner,"Core Wealth Advisors, Inc.",lburton@corewealthadvisorsinc.com,863-904-4745,Manual List Upload
10823397,Inactive Investor,Jeffrey McFarlin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",jeff.mcfarlin@rbc.com,,Salesforce
11003992,Inactive Investor,Robin Dawson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",robin.dawson@tdameritrade.com,,Salesforce
11105575,Inactive Investor,Timothy Merchant,,"Cambridge Investment Research, Inc. Overland Park KS 8700 Indian Creek Pkwy",,,Salesforce
11054869,Inactive Investor,Michael Kish,Financial Planner;Investment Advisor Representative;Partner,"Osaic FA, Inc. Irvine CA 17400 Laguna Canyon Rd",mike.kish@lfg.com,,Salesforce
10612178,,Donald Nemeth,Investment Advisor Representative,,dbrasco781@yahoo.com,,List Import
9643493,,Wilber Hardy,,,eaglelee63@outlook.com,,List import
347616,,Christina Harrison,"Vice President, Shareholder",First Kentucky Securities Corp,harrisonc@firstky.com,502-893-7288,Manual List Upload
10956320,Inactive Investor,Teddy Nganga,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,teddy_nganga@vanguard.com,,Salesforce
11017040,Inactive Investor,Dennis Parks,,NYLIFE Securities LLC Atlanta GA 7 Piedmont Ctr NE,dlparks@ft.newyorklife.com,,Salesforce
10903046,Inactive Investor,Timothy Gendron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southern Pines NC 105 W Morganton Rd",timothy.gendron@ml.com,,Salesforce
10831839,Inactive Investor,Brad Kreiner,,Sigma Financial Corporation Troy MI 755 W Big Beaver Rd,,,Salesforce
11233221,Inactive Investor,Luz Cruz Tejada,,J.P. Morgan Securities LLC Bronx NY 2126 White Plains Rd,,,Salesforce
11152534,Inactive Investor,Matthew Rounds,,"Osaic Wealth, Inc. Pierre SD 224 E Capitol Ave",,,Salesforce
11030339,Inactive Investor,Gregory Nash,Financial Advisor,Edward Jones New Albany IN 133 E Spring St,greg.nash@edwardjones.com,,Salesforce
11104228,Inactive Investor,Christopher Baker,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC",christopher.baker@mai.capital,,Salesforce
11091954,Inactive Investor,Ruby Lam,,J.P. Morgan Securities LLC San Marino CA 2270 Huntington Dr,ruby.lam@jpmorgan.com,,Salesforce
9643026,,Vishal Devarabhavi,,,vishal.devarabhavi@gmail.com,,List import
10923206,Inactive Investor,Aaron Lyon,Financial Planner,Commonwealth Financial Network Lutz FL 16524 Pointe Village Dr,alyon@commonwealth.com,,Salesforce
10998478,Inactive Investor,Jack Wolger,,Edward Jones Lodi CA 115 S School St,,,Salesforce
9612241,,fdtfdg fdg,,,sr@gmail.com,,List import
10965682,Inactive Investor,Travis Jensen,,Commonwealth Financial Network West Union IA 116 S Vine St,tjensen@commonwealth.com,,Salesforce
10659250,,Jonathan Parr,,,jparr@moneyblock.com,,List Import
10818421,Inactive Investor,Randin Yagi,Financial Advisor,Edward Jones Aiea HI 98-1247 Kaahumanu St,randin.yagi@edwardjones.com,,Salesforce
11152622,Inactive Investor,Orie Augsburger,,"CFD Investments, Inc. Bluffton OH 117 E Elm St",oaugsburger@cfdinvestments.com,,Salesforce
10959222,Inactive Investor,Nakia Martin,Assistant Vice President,LPL Financial LLC Wyncote PA Private Residence,nakia.martin@lpl.com,,Salesforce
11138760,Inactive Investor,Mark Garrett,Co-Chairman;Director;Executive Chairman;Trustee,"Moors & Cabot, Inc. Boston MA 111 Devonshire St",mgarrett@moorscabot.com,,Salesforce
11205516,Inactive Investor,Fabian Damian,,J.P. Morgan Securities LLC Montgomery TX 18801 Hwy 105 W,fabian.damian@jpmorgan.com,,Salesforce
9634483,,Gabby Urquizo,,,gabby@ellenbecker.com,,List import
10859252,Inactive Investor,Duncan Parsley,,TD Private Client Wealth LLC,duncan.parsley@td.com,,Salesforce
9560321,,Giro Maddaluna,,,gmmaddaluna@ft.newyorklife.com,,List import
10821033,Inactive Investor,Richard Peel,Financial Advisor,Edward Jones Jesup GA 248 E Cherry St,rick.peel@edwardjones.com,,Salesforce
52968,,Christopher Schaefer,Senior Financial Advisor,"MV Capital Management, Inc.",cschaefer@mvfinancial.com,301-656-6545,
10971680,Inactive Investor,Meghan Phillips,,"Osaic Wealth, Inc. Freehold NJ 178 South St",,,Salesforce
4373489,,Misty Camp,,,mistytcamp@dayrep.com,,Web Form Fillout
11095704,Inactive Investor,Peter Lucas,Managing Principal;Partner;Principal,"Legacy Financial Advisors, Inc.",lucas@legacyfinancialadvisors.com,,Salesforce
11219367,,Paul Donahue,,,pdonahue@manulifeam.com,,Other
11109659,Inactive Investor,Rebecca Martin,Financial Planner,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",rebecca.martin@prudential.com,,Salesforce
10793406,Inactive Investor,Timothy Cartwright,Member;Partner,Fifth Avenue Family Office,tim@fifthavenuefamily.com,,Salesforce
6637739,,Jamar Russell,,,russelljamar939@gmail.com,,Web Form Fillout
10926631,Inactive Investor,Craig Casazza,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,craig.casazza@fidelity.com,,Salesforce
10920159,Inactive Investor,Jared Lowe,Insurance Specialist,"Ameriprise Financial Services, LLC",jared.b.lowe@ampf.com,,Salesforce
11118711,Inactive Investor,Randale Honaker,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,randale.honaker@ubs.com,,Salesforce
10600629,,Eliyas Mustafa,,,mustafaeliyas8@gmail.com,,Web Form Fillout
10822460,Inactive Investor,Jonathan Vargo,Financial Advisor,Edward Jones Kalamazoo MI 4798 Campus Dr,jonathan.vargo@edwardjones.com,,Salesforce
10459710,,Vernon Keyser,,,keyv7@msn.com,,Web Form Fillout
9561506,,Moisés Liplewski,,,moises@sky18capital.com,,List import
10925842,Inactive Investor,Monica Smolder,,"Wells Fargo Clearing Services, LLC Saint Augustine FL 1919 US 1 S",monica.smolder@wellsfargo.com,,Salesforce
11117042,Inactive Investor,Harrison Mcdougal,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",taylor.mcdougal@ml.com,,Salesforce
11078063,Inactive Investor,Kevin Kaminski,Financial Advisor,Edward Jones Flossmoor IL 19801 Governors Hwy,kevin.kaminski@edwardjones.com,,Salesforce
11242152,,Vicky Lee,,,vicky@co-rock.com,,Web Form Fillout
10886355,Inactive Investor,Chloe Crist,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",chloe.crist@ml.com,,Salesforce
11052839,Inactive Investor,Lydell Thompson,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Clemmons NC 2565 Lewisville Clemmons Rd",lydell.thompson@wellsfargo.com,,Salesforce
11009532,Inactive Investor,Preston Duppins,,"Osaic Wealth, Inc. New Port Richey FL 3622 Galileo Dr",,,Salesforce
10767107,Inactive Investor,Lawrence Levy,Chief Compliance Officer;Managing Member;President;Principal,"Ike Capital, LLC Roslyn NY 77 The Intervale",larry@ikecapital.com,,Salesforce
241189,Inactive Investor,Michael Nathanson,,The Colony Group,mnathanson@thecolonygroup.com,(617) 723-8200,Database Upload
10870522,Inactive Investor,Stephanie McNickle,Senior Regional Supervisory Principal,LPL Financial LLC Papillion NE Private Residence,stephanie.mcnickle@lpl.com,,Salesforce
10969416,Inactive Investor,Raquel Naranjo,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,raquel_naranjo@glic.com,,Salesforce
10757298,Inactive Investor,Jeffrey Rubin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,jeffrey.rubin@ubs.com,,Salesforce
11238002,Inactive Investor,Jordan Wear,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jwear@performancetrust.com,,Salesforce
11179996,Inactive Investor,Jack Cohen,Managing Director,Robert W. Baird & Co. Incorporated Alpharetta GA 555 N Point Ctr E,jscohen@rwbaird.com,,Salesforce
9621457,,bryant nieto,,,bryantnieto89@gmail.com,,List import
11067292,Inactive Investor,Steven Sell,,"Osaic Wealth, Inc. Omaha NE 6910 Pacific St",ssell@osaicwealth.com,,Salesforce
10759455,Inactive Investor,Robert Kushel,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,robert.kushel@jpmorgan.com,,Salesforce
9619524,,Achim Illner,,,a.illner@gcofund.com,,List import
11237097,Inactive Investor,Brandon Peterson,Advisor,Coppell Advisory Solutions LLC Gainesville FL 9127 SW 52nd Ave,,,Salesforce
10871534,Inactive Investor,Jonathan Aires,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",jonathan.aires@nm.com,,Salesforce
39150,,Stephanie Kuehne,Vice President,Fisher Investments,s.kuehne@fi.com,,
9558736,,Lindsay Campbell,,,lindsay@vasforagencies.com,,List import
10838187,Inactive Investor,Ashvin Chheda,,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,ashvin_chheda@glic.com,,Salesforce
10782922,Inactive Investor,Trevor Norton,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,trevor.norton@fidelity.com,,Salesforce
10838480,Inactive Investor,Andrea Cockerham,,State Farm VP Management Corp. Burlington NC 2430 S Church St,,,Salesforce
9598960,,Benjamin Grieco,,,bizzben@gmail.com,,List import
11076900,Inactive Investor,Christopher Seear,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,christopher.seear@td.com,,Salesforce
10612681,,Joseph Lisanti,Financial Advisor,,joseph.lisanti@ampf.com,,List Import
10875708,Inactive Investor,Matthew Urbanski,,Cetera Advisor Networks LLC South Bend IN 17535 Generations Dr,,,Salesforce
11091710,Inactive Investor,Kevin Marin,,Commonwealth Financial Network Clifton Park NY 951 Rte 146,kmarin@commonwealth.com,,Salesforce
10907723,Inactive Investor,Tiffany Won,,State Farm VP Management Corp. San Francisco CA 1250 Missouri St,tiffany.won.fc4x@statefarm.com,,Salesforce
11166102,Inactive Investor,Tiffany Hootman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11203349,Inactive Investor,Angela Neumann,Advisor,"Sequoia Financial Group, L.L.C. Columbus OH 5000 Horizons Dr",aneumann@sequoia-financial.com,,Salesforce
11052208,Inactive Investor,Nathaniel Williams,,"First Command Brokerage Services, Inc. Marietta GA 1640 Powers Ferry Rd SE",,,Salesforce
79323,,David Rankin,Vice President,Fisher Investments,d.rankin@fi.com,800-851-8845,
10850625,Inactive Investor,Gina Palanzi,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",gina.palanzi@rbc.com,,Salesforce
11213640,Inactive Investor,Richard Laskin,,Cetera Advisors LLC East Brunswick NJ 23 Brunswick Woods Dr,rich.laskin@ceteraadvisors.com,(732) 238-9181 x100,Salesforce
10968481,Inactive Investor,William Deters,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9563790,,stan allred,,,stan@allredcap.com,,List import
11117076,Inactive Investor,Melody Sandahl,,State Farm VP Management Corp. Lewiston ID 1442 Idaho St,,,Salesforce
11074126,Inactive Investor,William Daniel,Financial Consultant,"Equitable Advisors, LLC Somerset NJ Private Residence",william.daniel@equitable.com,,Salesforce
10897691,Inactive Investor,Julia McCoy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
8006758,,test me,,,vmoore@core.tech,,Web Form Fillout
10807019,Inactive Investor,Karen Kasper,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",karen_kasper@ml.com,,Salesforce
9561274,,Brian Pyne,,,bpyne@goelzerinc.com,,List import
9633597,,Kurtis Bell,,,kurtisbell6@gmail.com,,List import
10809818,Inactive Investor,Robert Les,Complex Risk Officer;Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,robert.les@morganstanley.com,,Salesforce
10643979,,Rebecca Klody,,,rebecca.smith@raymondjames.com,,List Import
11017161,Inactive Investor,James Metzger,Chief Investment Officer,Farnsley Advisors,jmetzger@bahefarnsley.com,,Salesforce
6599158,,Barnes Mcdaniel,,,pixire1848@ekcsoft.com,,Web Form Fillout
11219360,,Michael Ivers,,,michael.ivers@lpl.com,,Other
11124054,Inactive Investor,William Blackford,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Spartanburg SC 135 N Church St,wblackford@janney.com,,Salesforce
11031599,Inactive Investor,Marcus Gold,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,mgold01@ft.newyorklife.com,,Salesforce
9589419,,Chung Wu,,,chung@cw-investmentgroup.com,,List import
10873633,Inactive Investor,Nina O'Neal,Chief Compliance Officer;Investment Advisor;Managing Member;Partner,"AIM Advisors, LLC",noneal@aimnc.com,,Salesforce
341480,,Sumit Sablok,"Senior Analyst, portfolio Manager - Tech And Innovation Capital","Brigade Capital Management, Lp",ss@brigadecapital.com,212-745-9700,Manual List Upload
10868452,Inactive Investor,Roger Noguera,,"Allstate Financial Services, LLC Fresno CA 3032 W Bullard Ave",rogernoguera@allstate.com,,Salesforce
9558689,,Lawrence Edwards,,,lawrence.edwards@tfaconnect.com,,List import
11051389,Inactive Investor,Alex Rootes,,"Advanced Advisor Group, LLC Minneapolis MN 9210 Wyoming Ave N",,,Salesforce
10601231,,Steven Story,,,truestorybaby27@gmail.com,,Web Form Fillout
10790862,Inactive Investor,Teresa Shumila-Wilder,,"Cambridge Investment Research, Inc. Attleboro MA Private Residence",,,Salesforce
10926225,Inactive Investor,Aaron Gummer,Founding Partner;Managing Member,"Royal Road Wealth Partners, LLC",aaron@royalroadwealth.com,,Salesforce
11021082,Inactive Investor,Brett Greenspan,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC",bgreenspan@cressetcapital.com,,Salesforce
9636782,,Christopher Hull,,,christopher.hull@fuerstfinancialgroup.com,,List import
10897897,Inactive Investor,Elijah Hawkes,Senior Client Associate,Morgan Stanley McLean VA 1650 Tysons Blvd,,,Salesforce
11180483,Inactive Investor,Kathryn Nusbaum,Director,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,knusbaum@rwbaird.com,,Salesforce
10994165,Inactive Investor,Alexander Kendall,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",,,Salesforce
11028651,Inactive Investor,Keith Maier,Financial Advisor,"Queenbridge Capital, LLC",,,Salesforce
9558089,,Frank Ferro,,,frank@polysign.io,,List import
11143736,Inactive Investor,Yigal Marcus,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10791064,Inactive Investor,Michael Toutant,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Eau Claire WI 3704 Oakwood Hills Pkwy",michael.p.toutant@stifel.com,,Salesforce
9605486,,Peter Bremberg,,,pbremberg@gmail.com,,List import
10835065,Inactive Investor,David Loder,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",david.loder@ampf.com,,Salesforce
9558640,,Marc Bens,,,starboardtour@hotmail.com,,List import
11004573,Inactive Investor,Alexandra Mcquade,,J.P. Morgan Securities LLC Minneapolis MN 219 County Road 10 NE,alexandra.mcquade@jpmorgan.com,,Salesforce
11189601,Inactive Investor,Noah Mussman,Wealth Management Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",noah.mussman@equitable.com,,Salesforce
236233,, -,,[[Unknown]],attiehsamer@icloud.com,,
11208049,Inactive Investor,Scott Zedeker,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,,,Salesforce
10794334,Inactive Investor,Daniel Berglund,,Commonwealth Financial Network Saint Louis MO 1001 Craig Rd,dberglund@commonwealth.com,,Salesforce
11092617,Inactive Investor,Julie Moriarty,Financial Advisor;Retirement Plan Specialist,"Equitable Advisors, LLC Marthasville MO Private Residence",julie.moriarty@equitable.com,,Salesforce
9548174,,Shyam Mohammed,,,shyammohammed@financialguide.com,,List import
6945699,,ABU SAHID,,,abusahid505050@gmail.com,,Web Form Fillout
11031944,Inactive Investor,Maria Slater,,J.P. Morgan Securities LLC Boca Raton FL 1850 N Federal Hwy,,,Salesforce
230765,, -,,[[Unknown]],score.avshai@gmail.com,,Organic Search
11135035,Inactive Investor,Richard Walsh,,LPL Financial LLC Pittsford NY Private Residence,richard.walsh@lpl.com,,Salesforce
10983399,Inactive Investor,Anthony Zitella,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",azitella@financialguide.com,,Salesforce
11132383,Inactive Investor,Michael Dunne,Investment Advisor Representative;Owner;President,"Raleigh Investment Advisors, Inc. Raleigh NC 505 Oberlin Rd",mikedunne@raleighinvest.com,,Salesforce
205444,,Ronnie Sherfey,,ReggieNoble,noblereggie0622@gmail.com,5403336783,
9644142,,Majid Alshlani,,,majidedu1@gmail.com,,List import
11034650,Inactive Investor,Huiling Wang,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,hwang12@ft.newyorklife.com,,Salesforce
10887324,Inactive Investor,Michael Purdy,Financial Advisor,LPL Financial LLC Saint James MN 504 1st Ave S,michael.purdy@lpl.com,,Salesforce
9640839,,Nicholas Bottos,,,nicholas.bottos@btcmerchantservices.com,,List import
11110885,Inactive Investor,Matthew Ulsas,Partner;Wealth Advisor,Corient Indianapolis IN 500 E 96th St,matt.ulsas@corient.com,,Salesforce
10763797,Inactive Investor,David Johnston,Financial Advisor,"Wells Fargo Clearing Services, LLC Rockville MD 110 Congressional Ln",david.johnston@wellsfargo.com,,Salesforce
11181519,Inactive Investor,Jenny Castro,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jenny.castro@tiaa.org,,Salesforce
11095131,Inactive Investor,Stacy Hess,Financial Advisor,Edward Jones Saint Charles MO 3764 Elm St,stacy.hess@edwardjones.com,,Salesforce
141167,,smain mehiguene,,Morocco,geekgame092@gmail.com,,
11131458,Inactive Investor,Tricia De Haan,,Cetera Advisor Networks LLC Pella IA 702 Washington St,,,Salesforce
10796934,Inactive Investor,Daniel Uribe,,LPL Financial LLC Harrisonburg VA 544 S Main St,daniel.uribe@lpl.com,,Salesforce
11186288,Inactive Investor,Mitchell Peltier,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
204983,,Helene Kohn,,[Unknown],helenekohn@comcast.net,,Direct
10996881,Inactive Investor,Amanda Gadacz,Financial Advisor,Edward Jones Granger IN 50710 Princess Way,amanda.gadacz@edwardjones.com,,Salesforce
10950155,Inactive Investor,David Hunter,Chief Compliance Officer;Founder,First Light Wealth,,,Salesforce
10775580,Inactive Investor,Mark Miller,Financial Advisor,Edward Jones Haymarket VA 15125 Washington St,,,Salesforce
10619900,,Christopher Huston,,,chris@vertexpartners.com,,List Import
11072317,Inactive Investor,Javier Ramos,Financial Advisor,LPL Financial LLC San Juan TX Private Residence,javier.ramos@lpl.com,,Salesforce
10769555,Inactive Investor,Michael Hay,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",michael.hay@wellsfargoadvisors.com,,Salesforce
11075446,Inactive Investor,Stephen Enoch,,"Lion Street Financial, LLC Nashville TN Private Residence",senoch@lionstreet.com,,Salesforce
10927656,Inactive Investor,Kitty Chung,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11059681,Inactive Investor,Victoria James,,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",victoria.james@equitable.com,,Salesforce
11120391,Inactive Investor,David Gonzalez,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,david.gonzalez@gs.com,,Salesforce
9641090,,Hank Altkin,,,qurado@aol.com,,List import
11105977,Inactive Investor,Balema Smalls,,"Grove Point Investments, LLC Baton Rouge LA 2245 Virginia St",,,Salesforce
11094954,Inactive Investor,Linda Boone,Chief Compliance Officer;Financial Advisor;Founder;President,Meira Wealth,linda@meirawealth.com,,Salesforce
9618992,,Chondanai Tiankanon,,,chondanai.t@gmail.com,,List import
11055797,Inactive Investor,Alayne Picinic,,"HighTower Securities, LLC",apicinic@hightoweradvisors.com,,Salesforce
11082970,Inactive Investor,Daniel Brown,Financial Advisor,Commonwealth Financial Network Columbia MD 10500 Little Patuxent Pkwy,dbrown@commonwealth.com,,Salesforce
11199474,Inactive Investor,Liberty Ziegahn,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,,,Salesforce
9574819,,Regina Saio,,,regina.salgado@fidelity.com,,List import
11254699,Inactive Investor,Pamela King,,Rockefeller Financial LLC Hartford CT 100 Pearl St,pking@rockco.com,,Salesforce
11255455,Inactive Investor,Gregory Lucente,Investment Research Analyst;Team Lead,"GYL Financial Synergies, LLC",glucente@gylfinsyn.com,,Salesforce
8193221,,Kiet Thai,,,kiet.thai@gmail.com,,Web form fillout
9647477,,Ryan Safko,,,rsafko@briaud.com,,List import
10768841,Inactive Investor,Dina Milo,,"Stifel, Nicolaus & Company, Incorporated Palm Beach FL 140 Royal Palm Way",dina.milo@stifel.com,,Salesforce
11174087,Inactive Investor,Nicholas Newell,Investment Analyst;Trader,"MCF Advisors, LLC",nnewell@mcfadvisors.com,,Salesforce
10929091,Inactive Investor,Hunter Chappell,Assistant,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",hunter.chappell@ampf.com,,Salesforce
11120478,Inactive Investor,Augustine Jessamy,,PFS Investments Inc. Englewood Cliffs NJ 560 Sylvan Ave,augustine.jessamy@primerica.com,,Salesforce
10830911,Inactive Investor,Jason Ledermann,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,jason.ledermann@lpl.com,,Salesforce
11058736,Inactive Investor,Cynthia Woods,,"Truist Investment Services, Inc. Columbus GA 1246 1st Ave",kay.woods@truist.com,,Salesforce
9605732,,Donna M Dudley,,,donnamdudley@yahoo.com,,List import
10439316,,Chris Brown,,,chrisb@adventureairsports.com,,Web Form Fillout
11017587,Inactive Investor,Joel Parrish,Financial Advisor,Edward Jones Petaluma CA 204 G St,joel.parrish@edwardjones.com,,Salesforce
10948947,Inactive Investor,Kenneth Hodgdon,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",kenneth.hodgdon@tiaa.org,,Salesforce
11176323,Inactive Investor,Richard Gardner,,"Capital Investment Group, Inc. Raleigh NC 3605 Glenwood Ave",,,Salesforce
11160240,Inactive Investor,Richard Berry,,PFS Investments Inc. Tyler TX 3362 S Southwest Loop 323,rberry@primerica.com,,Salesforce
9641619,,ROBERT mackenzie,,,osxanalyst@gmail.com,,List import
11132782,Inactive Investor,Gregory Achard,,LPL Financial LLC San Francisco CA 2299 Market St,gregory.achard@lpl.com,,Salesforce
10911610,Inactive Investor,Marc Warren,,LPL Financial LLC Seattle WA 701 5th Ave,,,Salesforce
5466150,,ihjk cvbvb,,,wrxtdei@karenkey.com,,Web Form Fillout
7698401,,sok nang,,,riyepa7650@ippals.com,,Web Form Fillout
11169573,Inactive Investor,Rahsaan Shareef,Client Relationship Specialist,"Charles Schwab & Co., Inc. Louisville KY 295 N Hubbards Ln",,,Salesforce
10615714,,James Paul,,,paulj@stifel.com,,List Import
10875444,Inactive Investor,Shelley Finnestad,Financial Advisor,Edward Jones Leavenworth KS 205 Delaware St,shelley.finnestad@edwardjones.com,,Salesforce
10918010,Inactive Investor,Jessica Johnson,,"Raymond James Financial Services, Inc. Minneapolis MN 3033 Campus Dr",jessica.sombrio@raymondjames.com,,Salesforce
10824908,Inactive Investor,Douglas Johnson,,LPL Financial LLC Winona MN Private Residence,doug.johnson@lpl.com,,Salesforce
9550384,,Madalys Rosario,,,madalys.rosario@lfg.com,,List import
11011122,Inactive Investor,Omar Aburadi,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",omar.aburadi@prudential.com,,Salesforce
10973393,Inactive Investor,Gerald Smith,,"Associated Investment Services, Inc. Neenah WI 100 W Wisconsin Ave",,,Salesforce
11050370,Inactive Investor,Ketu Desai,Chief Compliance Officer;Chief Financial Officer;Founding Partner;Principal,"I-Squared Wealth Management, Inc.",ketu@isquaredwealth.com,,Salesforce
10799125,Inactive Investor,Anthony Jasen,Investment Advisor Representative,LPL Financial LLC West Bend WI 143 S Main St,tony.jasen@lpl.com,,Salesforce
11047366,Inactive Investor,Peggy Wilson,,The Huntington Investment Company Tallmadge OH 27 Northeast Ave,peggy.wilson@huntington.com,,Salesforce
197486,,Thomas Moonshower,,"SunTrust Advisory Services, Inc.",thomas.moonshower@suntrust.com,615-748-5326,product
10824020,Inactive Investor,Michael Henshaw,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Goshen NY 17 West St",henshawm@stifel.com,,Salesforce
11169266,Inactive Investor,Robert Johnston,Private Client Banker,J.P. Morgan Securities LLC Oconomowoc WI 138 E Wisconsin Ave,robert.a.johnston@jpmorgan.com,,Salesforce
11104670,Inactive Investor,Jeanne Varwig,Client Associate,UBS Financial Services Inc. Barrington IL 303 E Main St,jeanne.varwig@ubs.com,,Salesforce
11130882,Inactive Investor,Edward Labanara,Chief Compliance Officer;Founder;Owner;President,"Seattle Asset Management, Inc. Bainbridge Island WA The Dockside Bldg",sam@seattleasset.com,,Salesforce
10876872,Inactive Investor,Timothy O'Dell,,Cetera Advisor Networks LLC Shorewood IL 621 Rollingwood Dr,,,Salesforce
10508711,,April H,,,april@detectvisitors.com,,Web Form Fillout
121026,,Lisa Pimentel,,[Unknown],newulifellc@gmail.com,,
10772327,Inactive Investor,Joel Thorp,Senior Registered Associate,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,,,Salesforce
10878215,Inactive Investor,Bryan Granja,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Ridgewood NY 5115 Metropolitan Ave,bryan.j.granja@jpmorgan.com,,Salesforce
10769433,Inactive Investor,Tracy Shelton,,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",,,Salesforce
9631624,,Eric Ercole,,,lavoroeric@libero.it,,List import
11105359,Inactive Investor,Barry Carron,Partner,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,barry_carron@glic.com,,Salesforce
11162773,Inactive Investor,Zhiyang Ling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",zhiyang.ling@ml.com,,Salesforce
9637499,,Detlef Weismantel,,,weismantel@germanasset.com,,List import
11007975,Inactive Investor,Jeffrey Cohan,,"Cambridge Investment Research, Inc. Farmington CT 74 Batterson Park Rd",,860.521.4751,Salesforce
9613946,,kupa slonia,,,szot124@o2.pl,,List import
11127647,Inactive Investor,Kaley Pogrelis,Portfolio Advisor;Senior Portfolio Advisor,"Acropolis Investment Management, L.L.C.",kp@acrinv.com,,Salesforce
10477419,,ASAD Sherazi,,,asadsherazi@gmail.com,,Web Form Fillout
9565209,,Michelle Howell,,,michelle.howell@fidelity.com,,List import
10889622,Inactive Investor,Theresa Mott,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",lynn.mott@ml.com,,Salesforce
11189917,Inactive Investor,Stefanie Schodzinski,,"Allstate Financial Services, LLC Clarksville MD 12447 Clarksville Pike",stefanieschodzinski@allstate.com,,Salesforce
10793696,Inactive Investor,Andrew Link,Investment Advisor,Park Avenue Securities LLC Missoula MT 1014 S Ave W,andrew_link@glic.com,,Salesforce
11037884,Inactive Investor,Jarrod Cashion,,"BOK Financial Securities, Inc.",,,Salesforce
11035506,Inactive Investor,Ismael Robledo,,"Steward Partners Investment Solutions, LLC New York NY 140 E 45th St",,,Salesforce
10823655,Inactive Investor,S Shaw,Financial Advisor,LPL Financial LLC Louisville KY 500 N Hurstbourne Pkwy,butch.shaw@lpl.com,,Salesforce
10950793,Inactive Investor,Christine McNutt,,PFS Investments Inc. Houston TX 11767 Katy Fwy,christine.mcnutt@primerica.com,,Salesforce
10964323,Inactive Investor,William Davis,Partner,"Charles Schwab & Co., Inc. Mount Pleasant SC 962 Houston Northcutt Blvd",,,Salesforce
11163462,Inactive Investor,Lora Schuler,,LPL Financial LLC Seaford DE 22920 Sussex Hwy,lora.schuler@lpl.com,,Salesforce
368070,,Warren West,Director,,grntree234@aol.com,8563956518,Webinar
10869028,Inactive Investor,Nevin Shah,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,nevin.shah@bnymellon.com,,Salesforce
10857789,Inactive Investor,Wayne Walgenbach,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",wayne.walgenbach@nm.com,,Salesforce
10959381,Inactive Investor,Georgina Rodriguez,,J.P. Morgan Securities LLC El Paso TX 1533 N Lee Trevino Dr,georgina.rodriguez@jpmorgan.com,,Salesforce
10998527,Inactive Investor,Jonathan Petersen,Financial Advisor,"Onyx Financial Advisors, LLC",jpetersen@onyxfinancial.com,,Salesforce
10866921,Inactive Investor,Brent Howard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brent.howard@fmr.com,,Salesforce
209961,,Harsh Rungta,,[Unknown],hvr13@outlook.com,,
10914327,Inactive Investor,Michael Beroza,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_beroza@vanguard.com,,Salesforce
10852678,Inactive Investor,William Gregory,Vice President,"Benjamin F. Edwards & Company, Inc. Dothan AL 1276 Westgate Pkwy",greg.gregory@benjaminfedwards.com,,Salesforce
10494270,,James Braden,President,"Brownlie & Braden Advisors, LLC",jbraden@brownliebraden.com,,List Import
10770338,Inactive Investor,Patricia Dmytrow,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 101 N Federal Hwy",patricia.a.vasallo@ampf.com,,Salesforce
11200164,Inactive Investor,Justin Thomason,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
39385,,Richard Peranton,,Fisher Investments,r.peranton@fi.com,,
11022635,Inactive Investor,John Sergent,Senior Vice President,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",john.sergent@firsthorizon.com,,Salesforce
11231155,Inactive Investor,Gabriel Jewell,,"Northern Trust Securities, Inc.",gabriel.jewell@northerntrust.com,,Salesforce
10773710,Inactive Investor,Brian Latinovich,,"The Leaders Group, Inc.",,,Salesforce
11086191,Inactive Investor,William Salmen,,"The Oak Ridge Financial Services Group, Inc.",,,Salesforce
9570101,,Cynthia Golub,,,cindy@gsquaredadvisory.com,,List import
10892053,Inactive Investor,Adam Obluck,Senior Advisor,"Raymond James & Associates, Inc. Waterford WI Private Residence",adam.obluck@raymondjames.com,,Salesforce
10889363,Inactive Investor,Yuan Conde,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",yuan.conde@tfaconnect.com,,Salesforce
10949897,Inactive Investor,Amy Hall,Investment Advisor Representative,"CPR Financial & Insurance Services, Inc.",amy@cprfinancial.net,,Salesforce
10941859,Inactive Investor,Paul Dewey,,"Empower Financial Services, Inc Boston MA 100 Federal St",paul.dewey@gwrs.com,,Salesforce
9566979,,David Devai,,,daviddevai@gmail.com,,List import
11205761,Inactive Investor,Barry Burchfield,Financial Professional,"Hornor, Townsend & Kent, LLC Crossett AR 109 Pine St",bburchfield@htk.com,,Salesforce
11234219,Inactive Investor,Mykel Haney,Client Solutions Specialist,PNC Investments,mykel.haney@pnc.com,,Salesforce
11118568,Inactive Investor,Spiro Stilianessis,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,spiro.stilianessis@primerica.com,,Salesforce
9645083,,Reginald Venson,,,reginald.venson@tfaconnect.com,,List import
107306,,Jeff Psaki,,N/a,jeffpsaki@gmail.com,9175019560,Organic Search
11147068,Inactive Investor,Donald Moffitt,Financial Advisor,LPL Financial LLC Paris TX 36 West Plz,don.moffitt@lpl.com,,Salesforce
11154575,Inactive Investor,Amy Greer,,State Farm VP Management Corp. Trenton TN 308 S College St,,,Salesforce
9607787,,Stephen Ye,,,stephen.ye@brandywineglobal.com,,List import
10941164,Inactive Investor,Joseph Lebouff,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,joseph.lebouff@jpmorgan.com,,Salesforce
10954115,Inactive Investor,Suleyka Garcia Rivera,,Fidelity Brokerage Services LLC,,,Salesforce
9556520,,Daniel Quinones,,,peanutquinones9@gmail.com,,List import
9564409,,Daniel Grant,,,dpg.kjg@gmail.com,,List import
10718282,,Ryan Parker,,,ryanparker1173@gmail.com,,Web Form Fillout
10776404,Inactive Investor,Kathleen Pezzuoli,Registered Associate,Morgan Stanley Berwyn PA 899 Cassatt Rd,kathy.pezzuoli@morganstanley.com,,Salesforce
10967263,Inactive Investor,Moises Zurita,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,moises.zurita@primerica.com,,Salesforce
11081737,Inactive Investor,James Benfield,,"Hornor, Townsend & Kent, LLC Gastonia NC Private Residence",jbenfield@htk.com,,Salesforce
11113864,Inactive Investor,Eric Pyles,,"Hornor, Townsend & Kent, LLC Chandler AZ 2450 S Gilbert Rd",epyles@htk.com,,Salesforce
9565380,,Michael Morgia,,,mmorgia@hightoweradvisors.com,,List import
11151626,Inactive Investor,John Aldebot,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC",john.aldebot@tiaa-cref.org,,Salesforce
11034150,Inactive Investor,Cassandra Scott-Lopez,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,cscott-lopez@primerica.com,,Salesforce
10978270,Inactive Investor,Srishti Saxena,,Goldman Sachs & Co.,,,Salesforce
9547759,,Richard Wright,,,richardwright@financialguide.com,,List import
11230973,Inactive Investor,Michael Ward,,LPL Financial LLC Scottsdale AZ 17787 N Perimeter Dr,,,Salesforce
11038202,Inactive Investor,Raquel Silva-Martinez,,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,raquel.silva-martinez@thrivent.com,,Salesforce
11002329,Inactive Investor,Verenice Gomez,,J.P. Morgan Securities LLC Houston TX 6560 Fannin St,verenice.gomez@jpmorgan.com,,Salesforce
10843594,Inactive Investor,William O'Connell,Personal CFO;Vice President,The Wealth Consulting Group San Diego CA 7676 Hazard Center Dr,woconnell@wealthcg.com,,Salesforce
11165216,Inactive Investor,Kerrolyn Greenland,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",kerrolyn.greenland@ml.com,,Salesforce
10645584,,Gerald Giovannelli,,,gerald.giovannelli@nm.com,,List Import
9629990,,ranjan mazumder,,,ranjanctg@gmail.com,,List import
11260749,Inactive Investor,Dan Wang,,American Fundstars,dan.wang@americanfundstars.com,,Salesforce
9600550,,Caroline Egan,,,caroline@destinationwm.com,,List import
10797250,Inactive Investor,Mario Tripicchio,Financial Advisor;Vice President;Vice President - Wealth Management,Morgan Stanley,mario.tripicchio@morganstanley.com,,Salesforce
10768348,Inactive Investor,Juston Dobbs,Financial Advisor;Managing Director - Investments;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Sherman TX 600 E Taylor St",juston.dobbs@wellsfargoadvisors.com,,Salesforce
11128345,Inactive Investor,Tetsu Katono,,Deutsche Bank Securities Inc.,tetsu@deutschewealth.com,,Salesforce
11017213,Inactive Investor,Antoinette Naghavi,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,annie.naghavi@fmr.com,,Salesforce
159393,,Okko Kruijshoop,,[Unknown],okkook@home.nl,,
10826319,Inactive Investor,Jeremy Arian,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",jeremy.arian@ml.com,,Salesforce
11143543,Inactive Investor,Lawrence Stidham,Financial Advisor;Financial Representative,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",stidham.graham@principal.com,,Salesforce
4595382,,Ziyaad Aboo,,,ziyaadaboo@ymail.com,,Web Form Fillout
10787400,Inactive Investor,Christopher Komnick,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11074219,Inactive Investor,Klinton Silvey,Financial Professional,Money Concepts Capital Corp Saint Peters MO 5600 Mexico Rd,ksilvey@moneyconcepts.com,,Salesforce
11138498,Inactive Investor,Gary James,Vice President,Commonwealth Financial Network Meridian MS 4815 N Park Dr,gjames@commonwealth.com,,Salesforce
10648151,,Donald Moenning,,,dmoenning@claruswealthadvisors.com,,List Import
11183236,Inactive Investor,Kimberly Shores,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",kim.shores@wellsfargo.com,,Salesforce
11237085,Inactive Investor,Terrence Purcell,Co-Chief Investment Officer;Partner;Portfolio Manager,Longwall Family Office,tpurcell@longwallfamilyoffice.com,,Salesforce
11239195,Inactive Investor,Mark Vanderberg,,TBC,markv@burney.com,,Salesforce
11130847,Inactive Investor,Nicholas Joesten,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",,,Salesforce
9601586,,Robert Rinek,,,rrinek@piperjaffray.com,,List import
10990074,Inactive Investor,Andrew Nguyen,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",andrew.w.nguyen@nm.com,,Salesforce
10985076,Inactive Investor,Kyle Overturf,Research Analyst,"C & S Capital Management, Inc.",,,Salesforce
10845778,Inactive Investor,Leslie Garrett,,"Level Four Financial, LLC Saint Cloud FL 1321 13th St",,,Salesforce
9586268,,Tammie Lenzner,,,tammie.lenzner@wealthspire.com,,List import
10810965,Inactive Investor,Melody Zerbe,Financial Advisor,Edward Jones Custer SD 245 Mount Rushmore Rd,kris.zerbe@edwardjones.com,,Salesforce
11182256,Inactive Investor,William Ryan,,"Osaic Wealth, Inc. Melrose MA 653 Main St",,,Salesforce
9541127,,Alex VanScoyk,,,advanscoyk@gmail.com,,List import
10824022,Inactive Investor,Christopher Caledonia,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",christopher_caledonia@ml.com,,Salesforce
10855447,Inactive Investor,William Berigan,Wealth Advisor,Commonwealth Financial Network Saint Paul MN 991 Sibley Memorial Hwy,wberigan@commonwealth.com,,Salesforce
11205328,Inactive Investor,Erik Feldhaus,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10962523,Inactive Investor,Brett Ciarlo,Investment Advisor Representative,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",bciarlo@brokersifs.com,,Salesforce
11191876,Inactive Investor,Dallas Collins,,"Madison Avenue Securities, LLC Martinsville IN 458 S Main St",,,Salesforce
9633209,,Tony Polk,,,mp63ap@yahoo.com,,List import
11135572,Inactive Investor,Scott Windsor,,"Osaic Institutions, Inc. Leesburg FL 800 W North Blvd",swindsor@infinexgroup.com,,Salesforce
10945253,Inactive Investor,Christopher Wong,Research Analyst,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,,,Salesforce
10940483,Inactive Investor,Achraf Moussaddak,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11012648,Inactive Investor,Brian Spezialetti,,"WesBanco Securities, Inc. Zelienople PA 251 S Main St",,,Salesforce
10923997,Inactive Investor,Janet Franklin,,LPL Financial LLC Valencia CA 27918 Franklin Pkwy,janet.franklin@lpl.com,,Salesforce
11138903,Inactive Investor,Marco Nunez,,TD Private Client Wealth LLC,marco.nunez@td.com,,Salesforce
9574443,,James Robertson,,,jdrobertson2498@gmail.com,,List import
10785175,Inactive Investor,Meghan Kristensen,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",meghan.m.kristensen@ml.com,,Salesforce
10816463,Inactive Investor,Christopher Chiarelli,Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10943016,Inactive Investor,Michael Kelly,,Vanguard Marketing Corporation,michael_kelly@vanguard.com,,Salesforce
10912217,Inactive Investor,Angeles Burgos,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11124391,Inactive Investor,Andrea Zundel,,LPL Financial LLC Idaho Falls ID 3456 E 17th St,andrea.zundel@lpl.com,,Salesforce
9623782,,Tom Albright,,,tom.albright.sf@gmail.com,,List import
10901368,Inactive Investor,Linda Marcum,,J.P. Morgan Securities LLC Logan WV 755 Stratton St,linda.k.marcum@jpmorgan.com,,Salesforce
9566427,,lyle perlmutter,,,lyleperlmutter@gmail.com,,List import
9618349,,Peter Fletcher,,,pfletcher@castle-creek.com,,List import
10939102,Inactive Investor,Alice Kwon,,State Farm VP Management Corp. Ellicott City MD 3454 Ellicott Center Dr,,,Salesforce
28109,,Robert Thomas,,Private Investor,robert.leslie.thomas@gmail.com,61423714899,
11084263,Inactive Investor,Robert Howerter,Wealth Advisor,"Osaic Wealth, Inc. Middletown NY 12 Evergreen Dr",,,Salesforce
10869861,Inactive Investor,Mathew Gouras,Associate Vice President;Portfolio Manager,"RBC Capital Markets, LLC Seattle WA 401 Union St",matt.gouras@rbc.com,,Salesforce
11182158,Inactive Investor,Ainsley Carbone,,UBS Financial Services Inc.,,,Salesforce
10984535,Inactive Investor,Alexander Davenport,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",alexander.davenport@bernstein.com,,Salesforce
10796295,Inactive Investor,John Dyer,Financial Advisor,Edward Jones Tracy CA 2880 N Tracy Blvd,john.dyer@edwardjones.com,,Salesforce
211293,,Renaye Manley,Deputy Director,Service Employees International Union,renaye.manley@seiu.org,,Content
11096075,Inactive Investor,Laurie Faille,Principal;Private Client Advisor,F L Putnam Investment Management Co.,lfaille@flputnam.com,,Salesforce
11003750,Inactive Investor,Samantha Dutto,,PFS Investments Inc. Cumming GA 925 Sanders Rd,9jfpt@primerica.com,,Salesforce
11097078,Inactive Investor,Colton Lawler,Account Executive,Fisher Investments,,,Salesforce
10787259,Inactive Investor,Tracey Cramer,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",tracey.cramer@ampf.com,,Salesforce
11062726,Inactive Investor,James Lockhart,,PFS Investments Inc. Trenton OH 608 W State St,james.lockhart@primerica.com,,Salesforce
10819893,Inactive Investor,Daryl Regenauer,,"Cambridge Investment Research, Inc. Louisville KY 9900 Corporate Campus Dr",,,Salesforce
338510,,Robert Duncan,Chairman,"Transwestern Investment Management, Llc",robert.duncan@transwestern.com,214-572-9817,Manual List Upload
10987663,Inactive Investor,Donna Seymour,,PFS Investments Inc. Talbott TN 6158 W Andrew Johnson Hwy,dseymour@primerica.com,,Salesforce
10983737,Inactive Investor,Whitney Persick,,"Northwestern Mutual Investment Services, LLC Wichita Falls TX 2405 Kell Blvd",whitney.persick@nm.com,,Salesforce
10787013,Inactive Investor,John Bunn,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,john.bunn@fidelity.com,,Salesforce
10757060,Inactive Investor,Roger McGlynn,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,roger.mcglynn@morganstanley.com,,Salesforce
11228572,Inactive Investor,Carissa Alexander,,J.P. Morgan Securities LLC New York NY 850 3rd Ave,,,Salesforce
10952966,Inactive Investor,Jeffrey Zenisek,Financial Advisor,Edward Jones Casper WY 130 N Ash St,jeffrey.zenisek@edwardjones.com,,Salesforce
11149094,Inactive Investor,Meghan Palumbo,,LPL Financial LLC Buffalo NY 285 Delaware Ave,meghan.palumbo@lpl.com,,Salesforce
9580110,,Russell Appel,"Founding Principal, Manager",The Praedium Group LLC,rappel@praediumgroup.com,212-224-5666,List import
9619997,,abdullah kar??n,,,abdullah.kargin@hotmail.com,,List import
11133867,Inactive Investor,Andrew Cooper,Financial Advisor,Lincoln Investment Greenville NC 1350 E Arlington Blvd,acooper@lincolninvestment.com,,Salesforce
10611577,,Joseph Falcone,Financial Advisor,,joseph.falcone@lpl.com,,List Import
10907021,Inactive Investor,Jeremy Burnett,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Tempe AZ 315 W Elliot Rd,jeremy.burnett@jpmorgan.com,,Salesforce
9612812,,v k,,,vanshaj.dechamp@gmail.com,,List import
9580074,,Mark Mcevily,,,mmcevily@commonwealth.com,,List import
11035726,Inactive Investor,Sheri Hoble,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 7707 N University Dr",sheri.l.hoble@ampf.com,,Salesforce
10943686,Inactive Investor,Philip Kong,Financial Planner,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",pkong@nextfinancial.com,,Salesforce
11226751,,Jennifer Kelly,,,jenniferrkelly@aol.com,,Web Form Fillout
10804133,Inactive Investor,Russell McAlister,Financial Advisor,Edward Jones Richmond KY 1212 W Main St,rusty.mcalister@edwardjones.com,,Salesforce
352571,,Lauchlin Hines,Financial Advisor,"Private Client Services, Llc",lauchhines@targetretire.com,502-451-0600,Manual List Upload
9590212,,Kirt Beckes,,,kirtbeckes@mac.com,,List import
11131864,Inactive Investor,Jonathan Kisch,,Ally Invest Securities LLC,,,Salesforce
10920007,Inactive Investor,John Roewe,,"Cambridge Investment Research, Inc. Pottsboro TX Private Residence",,,Salesforce
11192778,Inactive Investor,Gregory Briscoe,,Cetera Investment Services LLC Elberton GA 125 Heard St,,,Salesforce
9633123,,Timothy Paulhus,,,timpaulhus@gmail.com,,List import
9557236,,Kyle Niimi,,,kyle.niimi05@gmail.com,,List import
10777202,Inactive Investor,Lawrence Zelen,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",lawrence_n_zelen@ml.com,,Salesforce
10888880,Inactive Investor,Bobbie Chapman,,Global View Capital Management LLC,bchapman@gvcaponline.com,,Salesforce
11217777,,Donald Winton,,,dwinton@crewsfs.com,,List Import
10802396,Inactive Investor,Joshua Grotheer,Financial Advisor,Edward Jones Madison WI 950 John Nolen Dr,josh.grotheer@edwardjones.com,,Salesforce
9625279,,Julie Baustad,,,wjbaustad@hotmail.com,,List import
11127135,Inactive Investor,Monique Ryan,,"Cambridge Investment Research, Inc. Fort Mill SC 111 Clebourne St",,,Salesforce
9595122,,Anthony H,,,sangyoon.han2@gmail.com,,List import
10945036,Inactive Investor,Ray Wai Man Chan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 2485 San Bruno Ave",,,Salesforce
225663,, -,,[[Unknown]],rulibeef83@yahoo.co.uk,,Initial Salesforce Import
10760387,Inactive Investor,Anna Dickinson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",ann.dickinson@schwab.com,,Salesforce
10800833,Inactive Investor,William Wilkinson,Managing Principal;President,"360 Wealth Management, Inc.",william.wilkinson@360wealthmanagement.com,,Salesforce
10912508,Inactive Investor,Maria Sanchez,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
10917127,Inactive Investor,Robert Stroud,,"Farmers Financial Solutions, LLC Santa Rosa CA 1275 4th St",rstroud@farmersagent.com,,Salesforce
11190171,Inactive Investor,David Gotz,Financial Professional,Hilltop Securities Inc. San Diego CA 750 B St,david.gotz@hilltopsecurities.com,,Salesforce
9609154,,Maddy Yamazaki,,,myamazaki@friedmanllp.com,,List import
10971132,Inactive Investor,Joshua Carapina,,Mutual of America Securities LLC Metairie LA 3838 N Causeway Blvd,josh.carapina@mutualofamerica.com,,Salesforce
11086764,Inactive Investor,Kyle Hambright,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kyle.hambright@jpmorgan.com,,Salesforce
10836900,Inactive Investor,John Litscher,,"Osaic FA, Inc. Madison WI 406 Science Dr",john.litscher@lfg.com,,Salesforce
11053974,Inactive Investor,Jack Saviage,Financial Advisor,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,jack.saviage@thrivent.com,,Salesforce
11098575,Inactive Investor,Eric Young,,PFS Investments Inc. Casper WY 341 E E St,eyoung@primerica.com,,Salesforce
9586276,,Gary Young,,,gyoung@diamond-hill.com,,List import
11028173,Inactive Investor,Sophia Serrao,,HSBC Securities (USA) Inc.,,,Salesforce
10866257,Inactive Investor,Christopher Mead,,Perella Weinberg Partners LP Los Angeles CA 2029 Century Park E,christopher.mead@pwpartners.com,,Salesforce
9607542,,Ruslan Bagauov,,,rub@stasis.net,,List import
11106973,Inactive Investor,Michael Piel,Financial Advisor,Focus Financial Wausau WI 3530 Stewart Ave,mpiel@focusfinancial.com,,Salesforce
10936015,Inactive Investor,Brett Mohler,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,brett.mohler@fidelity.com,,Salesforce
9577910,,Aaron Geller,,,acg@relleg.com,,List import
201203,,muzi li,,[Unknown],248490438@qq.com,,Direct
10868147,Inactive Investor,Joanne Mungall,Investment Advisor,Commonwealth Financial Network Los Altos CA Private Residence,jmungall@commonwealth.com,,Salesforce
11029937,Inactive Investor,Bryan Green,Financial Advisor,Edward Jones Tustin CA 17592 17th St,bryan.green@edwardjones.com,,Salesforce
9611900,,Karsten Müller,,,realdomebit@gmail.com,,List import
10796519,Inactive Investor,Jennifer Kirchner,,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",jenniferziemacki@wellsfargoadvisors.com,,Salesforce
11039008,Inactive Investor,Kirk Michel,,"WesBanco Securities, Inc. Bowie MD 1525 Pointer Ridge Pl",,,Salesforce
11068043,Inactive Investor,Gregory Taylor,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Kingsport TN 125 W Center St",greg.taylor@wfafinet.com,,Salesforce
10644763,,Anthony Dolan,,,adolan@prairiecap.com,,List Import
11146511,Inactive Investor,Carole Epstein,Financial Advisor;Senior Vice President,Morgan Stanley,carole.r.epstein@morganstanley.com,,Salesforce
10789198,Inactive Investor,Mark Malone,Managing Director,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,mark.a.malone@jpmorgan.com,,Salesforce
10488882,,Edwin Bonds,Private Client Investment Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,edwin.m.bonds@jpmorgan.com,,List Import
10924284,Inactive Investor,Rachel Rosen,Client Service Associate,"Raymond James & Associates, Inc. Hackensack NJ 401 Hackensack Ave",rachel.rosen@raymondjames.com,,Salesforce
11061196,Inactive Investor,Thomas Cunningham,,Fidelity Brokerage Services LLC,,,Salesforce
10873773,Inactive Investor,Roland Zee,Chief Executive Officer,ZRCOR Inc. Monterey CA 125 Surf Way,,,Salesforce
9611911,,Maxime LE BAUD,,,maxm92@gmail.com,,List import
10982648,Inactive Investor,Scott Spicer,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",scott.spicer@prudential.com,,Salesforce
191852,,Benjamin Wheeler,"Managing Member, Chief Compliance Officer",Schwarz Dygos Wheeler Investment Advisors Llc,wheeler@sdwia.com,612-355-4360,Manual List Upload
11148091,Inactive Investor,Ozgur Mert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ozgur.mert@fidelity.com,,Salesforce
10965272,Inactive Investor,Gabriel Charney,Financial Consultant;Investment Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",gabriel.charney@schwab.com,,Salesforce
11229268,Inactive Investor,Charles Mulfinger,,"Raymond James & Associates, Inc. Tampa FL 1646 W Snow Ave",,,Salesforce
73950,,David Alerhand,Owner - Galileo Investment Management (canada) Lp,Galileo Investment Management,david.alerhand@galileoinvestment.com,212-308-2891,Manual List Upload
245281,,Lee Siler,"President, Chief Compliance Officer",Siler Wealth Management,stockdr@stockdr.com,14078318002,Manual List Upload
10812957,Inactive Investor,Sidney Soria,Wealth Advisor,LPL Financial LLC Salt Lake City UT 5899 S State St,sidney.soria@lpl.com,,Salesforce
179073,,Kenneth Diller,Corporate Director of Retirement & Benefits Compliance,[Unknown],ken.diller@excellus.com, +1 585 454 1700,Database Upload
11069678,Inactive Investor,Martin Grant,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
11169284,Inactive Investor,Joseph Phillips,Private Client Advisor,J.P. Morgan Securities LLC Woodinville WA 13425 NE 175th St,joseph.phillips@jpmorgan.com,,Salesforce
10768263,Inactive Investor,Darleen Boyle,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",darleen.boyle@wellsfargoadvisors.com,,Salesforce
11031512,Inactive Investor,J Wallace,,"Farmers Financial Solutions, LLC Oklahoma City OK 13140 N Macarthur Blvd",,,Salesforce
10488963,,Marcus Orr,"Financial Advisor, Investment Advisor Representative",Edward Jones Plano TX 680 Independence Pkwy,marcus.orr@edwardjones.com,972-881-5200,List Import
11121615,Inactive Investor,Thomas Maltese,,Vanguard Marketing Corporation,thomas_maltese@vanguard.com,,Salesforce
10988962,Inactive Investor,Tiffany Kennedy,,J.P. Morgan Securities LLC Brooklyn NY 127 7th Ave,tiffany.kennedy@jpmorgan.com,,Salesforce
10867109,Inactive Investor,William Trice,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,wrtrice@ft.newyorklife.com,,Salesforce
371704,,Mark Mathieu,,United States,markmathieu72@yahoo.com,,Salesforce
10859027,Inactive Investor,Laura Wilson,Chief Compliance Officer;Office Manager;Owner,Generational Wealth Management,lwilson@gen-wealth.com,,Salesforce
11121419,Inactive Investor,Justin Newman,Client Service Leader,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9626537,,Luther Lucas,,,lutherlucas36@gmail.com,,List import
172867,,Tomas Tempir,,[Unknown],unq.crypto@gmail.com,,
10755075,Inactive Investor,Jonathan Knight,Financial Advisor,"Ameriprise Financial Services, LLC Ballston Spa NY 3 Hemphill Pl",jonathan.r.knight@ampf.com,,Salesforce
11234144,Inactive Investor,Michael Dugan,,"Alexander Capital, L.P. Staten Island NY 5379 Arthur Kill Rd",,,Salesforce
10916555,Inactive Investor,Robert Idol,,"Kestra Investment Services, LLC Cincinnati OH 7424 Jager Ct",,,Salesforce
9547964,,Hossam Yusuf,,,hossam.yusuf@hotmail.com,,List import
10923840,Inactive Investor,Michael Franchino,Financial Advisor,Edward Jones Ocean View DE 111 Atlantic Ave,michael.franchino@edwardjones.com,,Salesforce
9632505,,David Wyatt,,,davidwyatt700@gmail.com,,List import
11005176,Inactive Investor,Sara Sas,Financial Advisor,Edward Jones Auburn WA 7084 Lakeland Hills Way SE,sara.sas@edwardjones.com,,Salesforce
11230971,Inactive Investor,Shawna Green,,Fidelity Brokerage Services LLC,shawna.green@fidelity.com,,Salesforce
10489654,,Arin Holliman,Investment Advisor,Fisher Investments,holliman.arin@pennmutual.com,,List Import
11009527,Inactive Investor,Ankit Agarwal,,William Blair,aagarwal@williamblair.com,,Salesforce
10930497,Inactive Investor,Justin Neuwirt,Chief Compliance Officer;Chief Executive Officer;Founder,Neu Wealth Group,,,Salesforce
11116010,Inactive Investor,Darren Watson,,"Osaic Wealth, Inc. San Diego CA 3530 Camino Del Rio N",,,Salesforce
10920991,Inactive Investor,Chelsea Vingoe,Relationship Management,UBS Financial Services Inc.,chelsea.vingoe@ubs.com,,Salesforce
11017305,Inactive Investor,Cody Bower,Financial Advisor,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,cody.bower@morganstanley.com,,Salesforce
298,,,,,ryanp250@tpg.com.au,,
9614348,,Thomas Suggitt,,,tsuggitt@zlc.net,,List import
11028531,Inactive Investor,Kale Gideon,Financial Advisor,LPL Financial LLC Kearney NE 2217 1st Ave,kale.gideon@lpl.com,,Salesforce
9646440,,Mathias Bärtschi,,,mathias.baertschi@gmail.com,,List import
11091747,Inactive Investor,Nelson Tan,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fremont CA 39210 State St",nelson.tan@tfaconnect.com,,Salesforce
10865855,Inactive Investor,Benjamin Norton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10899896,Inactive Investor,Benjamin Rudy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,benjamin.rudy@fidelity.com,,Salesforce
11033616,Inactive Investor,James Robertson,,Cetera Advisor Networks LLC Raleigh NC 2840 Plaza Pl,,,Salesforce
11184610,Inactive Investor,Eileen Kanoski,,Cetera Investment Services LLC Mascoutah IL 121 E Main St,eileen.kanoski@ceterais.com,,Salesforce
11001386,Inactive Investor,Gregory Schraufnagel,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 11990 Aberdeen St NE,gregory.schraufnagel@thrivent.com,,Salesforce
10853781,Inactive Investor,John Walsh,Senior Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Palm Beach Gardens FL 3835 Pga Blvd",,,Salesforce
11096381,Inactive Investor,Benjamin Whitford,Investment Advisor Representative,"MML Investors Services, LLC Buffalo NY 65 Bryant Woods S",,,Salesforce
10822299,Inactive Investor,Carl Hess,,"First Command Brokerage Services, Inc. Norfolk VA 101 W Main St",cwhess@firstcommand.com,,Salesforce
10772092,Inactive Investor,Lisa Banning,,FMN Capital Corporation,lbanning@fmncc.com,,Salesforce
11115502,Inactive Investor,Alexandria Beale,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cypress TX 9649 Barker Cypress Rd",alexandria.beale@ml.com,,Salesforce
11199801,Inactive Investor,Richard Rogers,Managing Director,Stephens Winston Salem NC 101 S Stratford Rd,,,Salesforce
11098497,Inactive Investor,Piotr Galus,Financial Advisor;Senior Vice President;Workplace Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,piotr.galus@morganstanley.com,,Salesforce
105047,,Robert Kuhn,President And Chief Compliance Officer,Kuhn Capital Partners,robert@kuhncp.com,800-674-3217,
11078422,Inactive Investor,Sara Smyth,,Vanguard Marketing Corporation,sara_smyth@vanguard.com,,Salesforce
11235545,Inactive Investor,Jasen Benton,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,"OneLegacy Advisors, LLC",,,Salesforce
210603,,Richmond Oduro,,[Unknown],richmondoduro@hotmail.com,,
10486472,,Michael Elias,,"Wells Fargo Advisors Financial Network, LLC",mfelias@wfafinet.com,,List Import
9630748,,randall lu,,,randalllu02@gmail.com,,List import
11180912,Inactive Investor,Kristen Ray,,J.P. Morgan Securities LLC Merritt Island FL 760 E Merritt Island Cswy,kristen.ray@jpmorgan.com,,Salesforce
10841316,Inactive Investor,Michelle Whitlock,Chief Financial Officer;Compliance Officer;Consultant;Regulatory Contact,AOG Wealth Management,mwhitlock@aogwealth.com,,Salesforce
10487160,,Einat Sadka,,Citigroup Global Markets Inc.,einat.sadka@citigroup.com,,List Import
10606180,,Alan Kurtz,"Managing Director, Portfolio Manager","Lord, Abbett & Co. LLC",akurtz@lordabbett.com,201-827-2269,List Import
10645937,,David Leshuk,,,dleshuk@firstanalysis.com,,List import
11142211,Inactive Investor,Kevin Cheng,Private Client Banker,J.P. Morgan Securities LLC Carlsbad CA 7176 Avenida Encinas,kevin.k.cheng@jpmorgan.com,,Salesforce
10935562,Inactive Investor,Dawson Carpenter,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",dawson.carpenter@raymondjames.com,,Salesforce
9604917,,Thierry VENANT,,,venantthierry@gmail.com,,List import
347665,,Robert Hobaica,Executive Vice President,Hnp Capital Llc,rhobaica@hnp-capital.com,585-461-6085,Manual List Upload
11082792,Inactive Investor,Tonya Yearick,,PFS Investments Inc. Greenville SC 355 S Main St,tyearick@primerica.com,,Salesforce
10856485,Inactive Investor,Gary Fossum,,LPL Financial LLC Madison WI 401 Charmany Dr,gary.fossum@lpl.com,,Salesforce
11127158,Inactive Investor,Susan Anderson,Senior Client Specialist,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10902464,Inactive Investor,Alexandre Cosman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10833530,Inactive Investor,Gregory Garvin,,"Cambridge Investment Research, Inc. Duluth GA 6470 E Johns Xing",,,Salesforce
1002215,Inactive Investor,Daniel Tierney,,Wicklow Capital,dan@wicklowcapital.com,,
10812566,Inactive Investor,Michael Ulaszek,Financial Advisor,Edward Jones Geneva IL 39W250 Herrington Blvd,mike.ulaszek@edwardjones.com,,Salesforce
10646339,,Jeremy Davis,,,jeremy.davis@ampf.com,,List Import
11206669,Inactive Investor,Nicole Cook,,LPL Financial LLC Medina OH 1093 Medina Rd,nicole.cook@lpl.com,,Salesforce
10858532,Inactive Investor,Richard Fitzgerald,Member;Partner,"Beck, Mack & Oliver LLC",r.fitzgerald@beckmack.com,,Salesforce
10847728,Inactive Investor,Marco Fattorini,Financial Advisor,"Ameriprise Financial Services, LLC Fairfax VA 3050 Chain Bridge Rd",marco.x.fattorini@ampf.com,,Salesforce
11097157,Inactive Investor,John Fagan,,"Allstate Financial Services, LLC Hampton VA 135 Kings Way",johnfagan@allstate.com,,Salesforce
10828415,Inactive Investor,Mark Ishibashi,,LPL Financial LLC San Jose CA 1340 Lincoln Ave,mark.ishibashi@lpl.com,,Salesforce
11087797,Inactive Investor,Kevin Bay,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Brookfield WI 18000 W Sarah Ln",,,Salesforce
9611248,,MICHAEL BRENNAN,,,mjbmd58@aol.com,,List import
10828069,Inactive Investor,Xiaolu Yan,Financial Advisor;First Vice President;International Client Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,lucy.yan@morganstanley.com,,Salesforce
10949943,Inactive Investor,John Occhipinti,Financial Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",john.occhipinti@ampf.com,,Salesforce
11188164,Inactive Investor,Raul Ferrao Robles,,"Wells Fargo Clearing Services, LLC Miami Beach FL 1901 Alton Rd",raul.ferrao@wellsfargo.com,,Salesforce
10885744,Inactive Investor,Patricia Williams,Chief Executive Officer;Co-Founder;Managing Director;Regulatory Contact,"Silicon Private Wealth, LLC",pat@siliconprivatewealth.com,,Salesforce
10895523,Inactive Investor,Thomas Spalding,Financial Consultant,LPL Financial LLC Chicago IL 320 S Canal St,thomas.spalding@lpl.com,,Salesforce
11084725,Inactive Investor,James McLendon,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
10943465,Inactive Investor,Steven Fairchild,Chief Compliance Officer;President;Regulatory Contact,"Fairchild Financial Advisors, Inc.",steve@fairchildfinancial.com,,Salesforce
1001717,Inactive Investor,Gabriel Garcia,Head of Research and Direct Investments,Stelac Advisory Services,gabriel.garcia@stelac.com, +1 212 920 3890,
11184899,Inactive Investor,Sindu Gopalakrishnan,,PNC Investments Wayne PA 200 W Lancaster Ave,sindu.gopalakrishnan@pnc.com,,Salesforce
5339770,,Michael Harabaglia,,,mharabaglia@gmail.com,,Web form fillout
11180683,Inactive Investor,Ryan Miller,,Robert W. Baird & Co. Incorporated Peoria IL Private Residence,,,Salesforce
10839068,Inactive Investor,Christopher Schembri,Managing Member,"P3 Financial Management, LLC Scottsdale AZ 8630 E San Esteban Dr",,,Salesforce
11000020,Inactive Investor,Aaron Cappilla,,"Farmers Financial Solutions, LLC Borger TX 1320 S Florida St",acappilla@farmersagent.com,,Salesforce
238402,,rickywebb777@juno.com Webb,,[Unknown],rickywebb777@juno.com,,
10852966,Inactive Investor,Justin Golkowski,,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,justin.golkowski@citi.com,,Salesforce
10606527,,Dana Macaluso,"Senior Portfolio Manager, Senior Vice President - Wealth Management, Wealth Advisor",UBS Financial Services Inc.,dana.macaluso@ubs.com,212-713-3603,List Import
10942194,Inactive Investor,Nicholas Liverio,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",nicholas.liverio@nm.com,,Salesforce
11022578,Inactive Investor,Brandon Vowinkle,,"BOK Financial Securities, Inc. Denver CO 1600 Broadway",bvowinkle@bokf.com,,Salesforce
11028381,Inactive Investor,Yuritzi Chavez,,J.P. Morgan Securities LLC Sun Valley CA 8301 Laurel Canyon Blvd,yuritzi.chavez@jpmorgan.com,,Salesforce
11202116,Inactive Investor,Andrew Lamis,Financial Advisor,Edward Jones Fort Worth TX 2501 Parkview Dr,,,Salesforce
11190741,Inactive Investor,Stephen Johnson,Founder;President,Great Bay Wealth Management,sjohnson@greatbaywealthmanagement.com,,Salesforce
9645110,,Adrian Nomura,,,akai.yuuyake@gmail.com,,List import
11155408,Inactive Investor,Nicholas Meinhardt,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,nick.meinhardt@morganstanley.com,,Salesforce
9610245,,Mehmet Onat Caglayan,,,onatcaglayan@gmail.com,,List import
10881631,Inactive Investor,Man Dee Alevizos,Financial Advisor,Edward Jones Michigan City IN 411 Franklin St,mandee.alevizos@edwardjones.com,,Salesforce
4696533,,Olakunle Jolayemi,,,jolamerica@gmail.com,,Web Form Fillout
10859220,Inactive Investor,Gerard Schiro,,J.P. Morgan Securities LLC New Orleans LA 637 S Carrollton Ave,gerard.j.schiro.jr@chase.com,,Salesforce
11070593,Inactive Investor,Jeanine Morris,,Edward Jones New Albany IN 3833 Charlestown Rd,jeanine.morris@edwardjones.com,,Salesforce
10888421,Inactive Investor,Timothy Vorel,,"Osaic Wealth, Inc. Rincon GA 111 Aquaduct Dr",,,Salesforce
10696187,,Martin Hofstadter,,Lord Abbett,mhofstadter@lordabbett.com,,List Import
11171474,Inactive Investor,Frederick Haas,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",frederick.l.haas@ml.com,,Salesforce
11109772,Inactive Investor,Rodney Meyer,,LPL Financial LLC Mankato MN 503 Long St,rod.meyer@lpl.com,,Salesforce
11118288,Inactive Investor,Carter Farley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
370784,,Todd Moyer,,United States,tkmoyer@gmail.com,,Salesforce
10596219,,Dieynaba Sy,,,dieynaba.sy@lazard.com,,Web Form Fillout
189537,,Levene Leblanc,,Seia,lleblanc@seia.com,,
9608042,,Rukayya Sidi,,,rhukayyah@icloud.com,,List import
10619352,,Bradley Bass,,,bradley.bass@morganstanley.com,,List Import
10819557,Inactive Investor,Garron Bond,Regional Vice President,PFS Investments Inc. Tempe AZ 2245 W University Dr,garron.bond@primerica.com,,Salesforce
10893723,Inactive Investor,Susan Sergi,,Morgan Stanley,susan.sergi@morganstanley.com,,Salesforce
9541253,,John Coyle,"Director - Alternative Investments, Family Wealth Director, Financial Advisor, Managing Director - Wealth Management, Senior Investment Management Consultant",,john.coyle@morganstanley.com,,List import
11015169,Inactive Investor,Tammy Greene,,PFS Investments Inc. Aurora CO 6105 S Main St,tgreene.blju3@primerica.com,,Salesforce
10924594,Inactive Investor,Brian Moss,Chief Executive Officer;Founder,"Soaring Capital Management, LLC",,,Salesforce
9614352,,Renato GBETCHI,,,gbetchirenato@gmail.com,,List import
11080082,Inactive Investor,Brian McAfee,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,brian.mcafee@edwardjones.com,,Salesforce
11035357,Inactive Investor,Jamie Racine,Senior Vice President,"Hantz Financial Services, Inc.",,,Salesforce
11162680,Inactive Investor,Elizabeth Hart,Bond Specialist,"Charles Schwab & Co., Inc. Brielle NJ Private Residence",,,Salesforce
11083435,Inactive Investor,Kristine Odonnell,,"Fifth Third Securities, Inc. Holland MI 800 E 16th St",kristine.odonnell@53.com,,Salesforce
10824956,Inactive Investor,Robert Torris,,"Raymond James Financial Services, Inc. Saint Petersburg FL 700 Central Ave",bob.torris@raymondjames.com,,Salesforce
11210372,Inactive Investor,Sheilina Sperry,Financial Advisor,Edward Jones New Prague MN 207 Chalupsky Ave SE,sheilina.sperry@edwardjones.com,,Salesforce
10927785,Inactive Investor,Gene Vallecorsa,,"VALIC Financial Advisors, Inc. Pittsburgh PA 3 Penn Ctr W",gene.vallecorsa@valic.com,,Salesforce
9599117,,Kyle Kersting,,,kkersting@janiczek.com,,List import
10750632,Inactive Investor,Roberto Guardiola-Diaz,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11034999,Inactive Investor,Lee Roberts,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",,,Salesforce
335293,,Jacqueline Lenihan,Executive Assistant,Saw Mill Capital L.l.c.,jlenihan@sawmillcapital.com,914-741-1300,Manual List Upload
9601597,,GURJ Singh,,,gurjsingh0079@gmail.com,,List import
9636939,,Eric Wulff,,,ewulff@aurumadvisory.com,,List import
10875798,Inactive Investor,Kristina Summers,,"Kestra Investment Services, LLC San Antonio TX 11503 NW Military Hwy",,,Salesforce
10843352,Inactive Investor,Barry Levin,,A.G.P / Alliance Global Partners Chicago IL 200 W Jackson Blvd,blevin@allianceg.com,,Salesforce
10656264,,Heidi Bayer,,,heidi.bayer@morganstanley.com,,List Import
11087253,Inactive Investor,Justin Dams,Vice President - Wealth Management,LPL Financial LLC Waterloo IA 1827 Ansborough Ave,justin.dams@lpl.com,,Salesforce
9636061,,Jim Tierney,,,jtierney@mainstreetadv.com,,List import
9604911,,eric simonians,,,esimonians@fordfg.com,,List import
10849406,Inactive Investor,Wayne Hoffmann,Managing Director,"Silver Lake Advisors, LLC",,,Salesforce
9555698,,Rodney Beary,,,mbeary@balboawealth.com,,List import
9636533,,Saket Kumar,Senior Research Analyst,"Cushing Asset Management, Lp",skumar@swankcapital.com,,List import
10752972,Inactive Investor,Robert Winter,Branch Manager;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Southlake TX 550 Reserve St",robert.winter@stifel.com,,Salesforce
10777282,Inactive Investor,Bonnye Paul,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",bonnye_paul@ml.com,,Salesforce
10885837,Inactive Investor,Lori Stephenson,Relationship Manager,Exencial Wealth Advisors,lstephenson@exencialwealth.com,,Salesforce
9638107,,Rick Buhrman,,,rbuhrman@nd.edu,,List import
11015143,Inactive Investor,Adam Werthmuller,,"Banyan Tree Securities, LLC",,,Salesforce
10799287,Inactive Investor,John Langer,Founding Partner;Member,"Sterling Investment Counsel, LLC",jlanger@sterinv.com,,Salesforce
11121054,Inactive Investor,Amy Micik,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",amy.micik@ml.com,,Salesforce
10921990,Inactive Investor,Aprel German,,LPL Financial LLC Golden CO 14143 Denver West Pkwy,aprel.german@lpl.com,,Salesforce
9626694,,Yusuf Hendrawan,,,ysfhdr241196@gmail.com,,List import
9579235,,Farrel Liger,,,fliger@nationalsecurities.com,,List import
10885023,Inactive Investor,Sangita Gandhi,Principal,Shanti Capital LLC,,,Salesforce
11117699,Inactive Investor,Jack Wegh,Managing Director,"Wells Fargo Advisors Financial Network, LLC New York NY 250 W 34th St",jack.wegh@wfafinet.com,,Salesforce
11057798,Inactive Investor,Sonya Huyck,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",sonya.huyck@schwab.com,,Salesforce
11100374,Inactive Investor,Bailey Clark,Financial Representative,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",bailey.clark@nm.com,,Salesforce
10989888,Inactive Investor,Jose Valle Fernandez,Financial Consultant,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10791373,Inactive Investor,Keith Traynor,Chief Compliance Officer;Chief Executive Officer;Founder;President;Shareholder,Traynor Capital Management,keith@traynorcapitalmanagement.com,,Salesforce
10766915,Inactive Investor,Charles Dullea,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,charles.dullea@ubs.com,,Salesforce
10909297,Inactive Investor,John Mueller,,"Osaic Wealth, Inc. Saint Paul MN Private Residence",,,Salesforce
11159753,Inactive Investor,Jocelyn Rabagosmith,,"Bankoh Investment Services, Inc.",jocelyn.rabagosmith@boh.com,,Salesforce
2296182,,Martha Miranda,,,mirandamartha8469@gmail.com,,
10864242,Inactive Investor,David Chambers,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Scarborough ME 10 Plaza Dr",david.r.chambers@ampf.com,,Salesforce
5132362,,Jim Sullivan,,Self,jimsullivan20@gmail.com,770-329-3710,Web Form Fillout
197082,,Arnold Langendoerfer,,retired,arnoldlangendoerfer@yahoo.com,541-915-2008,
11023465,Inactive Investor,Cirla Yaari,Senior Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9635562,,Miranda Kornfeld,,,mkornfeld@ta.com,,List import
10770892,Inactive Investor,Lisa Shaw,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",lisa1.shaw@ml.com,,Salesforce
10839847,Inactive Investor,Lisa Cook,Chief Operating Officer;Partner,"Pacific Portfolio Consulting, LLC",lcook@pacific-portfolio.com,,Salesforce
10767532,Inactive Investor,Chung Kim,,NYLIFE Securities LLC Apopka FL Private Residence,chungheekim@ft.newyorklife.com,,Salesforce
10887006,Inactive Investor,John Dubinsky,Chief Compliance Officer;President,North Financial Inc,,,Salesforce
215147,,WALTER L RUSSELL,,[Unknown],walter@russellandcompany.com,,source
11003834,Inactive Investor,Dmytro Ivanov,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,divanov@primerica.com,,Salesforce
11094433,Inactive Investor,Scott Ricca,Private Client Advisor,J.P. Morgan Securities LLC Westhampton Beach NY 154 Main St,scott.ricca@jpmorgan.com,,Salesforce
11098647,Inactive Investor,William Booker,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,bill.booker@ubs.com,,Salesforce
11219606,,Daniel Weingeist,,,dweingeist@kaynecapital.com,,Other
192215,,Joe Hebert,,JCE LLC,nemesis@jphebert.com,3376547912,
10791230,Inactive Investor,Andrea Sigler,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,andrea.sigler@jpmorgan.com,,Salesforce
10799168,Inactive Investor,Monica Arnolde,Portfolio Associate,Morgan Stanley Lake Forest IL 207 E Westminster,monica.arnolde@morganstanley.com,,Salesforce
11085704,Inactive Investor,Todd Stewart,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Northbrook IL 2370 Waukegan Rd,todd.e.stewart@jpmorgan.com,,Salesforce
10911571,Inactive Investor,Ross Thompson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",ross.thompson@schwab.com,,Salesforce
11172080,Inactive Investor,Johann Hernandez,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,jhernandez.3kawf@primerica.com,,Salesforce
11029275,Inactive Investor,Robin Miller,Commercial Banker;Vice President,"First Citizens Investor Services, Inc. Winston Salem NC 3001 Trenwest Dr",robin.miller2@firstcitizens.com,,Salesforce
10882477,Inactive Investor,Ryan Dowling,,Deutsche Bank Securities Inc.,,,Salesforce
11097247,Inactive Investor,Vianny Minaya,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11235924,Inactive Investor,Gregory Lanier,Wealth Advisor,"Buckingham Strategic Wealth, LLC Southlake TX 1900 W Kirkwood Blvd",,,Salesforce
10660014,,Jason Rashbaum,,,jason.rashbaum@chase.com,,List Import
11119316,Inactive Investor,Matthew Walters,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11198325,Inactive Investor,Jeffrey Adams,,"Allstate Financial Services, LLC Irvine CA 4860 Irvine Blvd",jeffreyadams@allstate.com,,Salesforce
336133,,Matthew Dennett,Vice President,Court Square Capital,mdennett@courtsquare.com,212-752-6110,Manual List Upload
11139617,Inactive Investor,Myles Easter,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",myles.easter@bankerslife.com,,Salesforce
10823876,Inactive Investor,Paul Haye,,NYLIFE Securities LLC Maumee OH 1683 Woodlands Dr,,,Salesforce
11059401,Inactive Investor,Damon White,Chief Operating Officer;Chief Operations Officer;Co-Founder;Regulatory Contact,"Evermay Wealth Management, LLC",dwhite@evermaywealth.com,,Salesforce
11160871,Inactive Investor,Denise Toscano,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,denise.toscano@fidelity.com,,Salesforce
11230947,Inactive Investor,Valerie Cianfaro,,Vanguard Marketing Corporation,valerie_cianfaro@vanguard.com,,Salesforce
11160852,Inactive Investor,Beth Roberts,,Fidelity Brokerage Services LLC Little Rock AR 17400 Chenal Pkwy,,,Salesforce
10285999,,JB Banning,,,grayscale.zy8b4@simplelogin.com,,Web Form Fillout
7458197,,[Unknown],,,garyprice@worthingtonbank.com,,Web form fillout
10917849,Inactive Investor,Jesse Carlucci,Chief Compliance Officer;Chief Investment Officer;Managing Member,Arrow Investment Management LLC,jesse@arrowinvestmentmanagement.com,,Salesforce
10966136,Inactive Investor,Benjamin Ott,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Hammonton NJ 231 Fairview Ave",bott@kingsview.com,,Salesforce
9604247,,Crysten Johnson,,,fannakater@gmail.com,,List import
10814156,Inactive Investor,Randall Koenes,,LPL Financial LLC Grand Rapids MI 2025 E Beltline Ave SE,,,Salesforce
121774,,James Lee,Financial Advisor,"Per Stirling Capital Management, LLC",jlee@perstirling.com,512-628-2309,
341377,,Michael King,Director And Secretary,"Trustmark Investment Advisors, Inc.",mking@trustmark.com,601-208-7663,Manual List Upload
11096403,Inactive Investor,Mary Leonard,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,mary.leonard@morganstanley.com,,Salesforce
10880386,Inactive Investor,Callum Krach,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",callum.krach@ml.com,,Salesforce
10883777,Inactive Investor,John Noto,Senior Relationship Manager;Vice President,TD Private Client Wealth LLC Princeton NJ 255 Nassau St,john.noto@td.com,,Salesforce
10979545,Inactive Investor,Richard Roberg,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,richard_roberg@vanguard.com,,Salesforce
11046690,Inactive Investor,Mark Jenson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Alexandria MN 324 Broadway St,mark.v.jenson@ubs.com,,Salesforce
11232980,Inactive Investor,Mitchell Custenborder,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
10961401,Inactive Investor,Alma Cendejas,,"Wells Fargo Clearing Services, LLC Riverside CA 6189 Magnolia Ave",,,Salesforce
10764125,Inactive Investor,Judith Tocco,Financial Advisor,LPL Financial LLC Tucson AZ 1647 N Swan Rd,judy.tocco@lpl.com,,Salesforce
10940241,Inactive Investor,Ho Tam,Premier Banker,"Wells Fargo Clearing Services, LLC Walnut CA 368 N Lemon Ave",ho.y.tam@wellsfargo.com,,Salesforce
10779428,Inactive Investor,Linda Holmberg,Financial Advisor;Financial Planning Specialist,Morgan Stanley Davenport IA 4300 E 53rd St,linda.m.holmberg@morganstanley.com,,Salesforce
11026201,Inactive Investor,Everton Mc Farlane,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,everton.mcfarlane@primerica.com,,Salesforce
11174838,Inactive Investor,Jasen Agee,Financial Advisor,Edward Jones Pauls Valley OK 111 E Paul Ave,jasen.agee@edwardjones.com,,Salesforce
11029702,Inactive Investor,John Berning,,"Farmers Financial Solutions, LLC Sulphur Springs TX 400 Gilmer St",jberning@farmersagent.com,,Salesforce
10752455,Inactive Investor,Jennifer Boisky,Senior Client Service Associate,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,jennifer.boisky@ubs.com,,Salesforce
9550076,,Eric Blaustein,,,eblaustein@lionstonecapital.com,,List import
11122772,Inactive Investor,George Aber,,J.P. Morgan Securities LLC Coshocton OH 120 S 4th St,george.aber@jpmorgan.com,,Salesforce
352206,,Jamie Krichbaum,Financial Planning Assistant,Marquis Wealth Management Group,jamiek@marquiswealthgroup.com,239-454-1117,Manual List Upload
343504,,Amanda Deeb,Client Relationship Manager,"The Planning Center, Inc.",amanda@theplanningcenter.com,309-797-4030,Manual List Upload
11208637,Inactive Investor,Troy Reis,,"American Fidelity Securities, Inc.",troy.reis@af-group.com,,Salesforce
9552230,,Colin Bristow,,,colin.bristow@mlp.com,,List import
11179947,Inactive Investor,Matthew Albin,,"Avantax Investment Services, Inc. Independence MO 19201 E Valley View Pkwy",,,Salesforce
9597520,,David Stringer,Co-CEO,"Prospera Financial Services, Inc.",dstringer@prosperafinancial.com,,List import
10989961,Inactive Investor,Adam Leggett,,State Farm VP Management Corp. Wylie TX 600 E Brown St,adam.leggett.pgoi@statefarm.com,,Salesforce
10832088,Inactive Investor,Craig Kilmer,Secretary;Treasurer;Vice President,"Hancock Capital Management, Inc.",ckilmer@thehancockgroup.com,,Salesforce
10822840,Inactive Investor,Gentry Buchan,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilson NC 2315 Airport Blvd NW",gentry.buchan@ml.com,,Salesforce
10508692,,Stas Diinega,,,exc3pt1on@protonmail.com,,Web Form Fillout
10795463,Inactive Investor,Matthew Doyle,Financial Advisor,Edward Jones North Palm Beach FL 11891 US Hwy 1,matt.doyle@edwardjones.com,,Salesforce
10982753,Inactive Investor,Trey Book,Financial Professional,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",trey.book@equitable.com,,Salesforce
10846057,Inactive Investor,Korey Kletschke,Associate Vice President;Branch Manager,"Stifel, Nicolaus & Company, Incorporated Sioux City IA 700 4th St",kletschkeko@stifel.com,,Salesforce
11231870,Inactive Investor,Ellis Le,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10787629,Inactive Investor,Miranda Ravin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10762611,Inactive Investor,Michael Licari,International Wealth Advisor;Senior International Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",michael_licari@ml.com,,Salesforce
10894381,Inactive Investor,Chad Halpin,Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",chad.halpin@ampf.com,,Salesforce
371394,,Amily Wang,,Self,amilywang39@gmail.com,\+1 6043495617,Google Natural Search
10938964,Inactive Investor,Amanda Drouin,,Fidelity Brokerage Services LLC,,,Salesforce
11212917,Inactive Investor,Adama Diallo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 5704 Buckeystown Pike",,,Salesforce
10944287,Inactive Investor,Aram Gamboa,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,aram.gamboa@primerica.com,,Salesforce
11088631,Inactive Investor,Kristina Kelm,Financial Advisor,Thrivent Investment Management Inc. Saint Cloud MN 2700 1st St N,kristina.kelm@thrivent.com,,Salesforce
9543997,,Eric Gross,,,egross@massmutual.com,,List import
11157498,Inactive Investor,Kevin Lynch,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",kevin.lynch@equitable.com,,Salesforce
10659180,,Hieu Donahue,,,hieu.donahue@jpmorgan.com,,List Import
11106581,Inactive Investor,Benjamin Little,,"Raymond James Financial Services, Inc. Fort Thomas KY 1220 S Fort Thomas Ave",benjamin.little@raymondjames.com,,Salesforce
11167671,Inactive Investor,Jerry Tuma,,"Independent Financial Group, LLC Dallas TX 4851 Lyndon B Johnson Fwy",jtuma@ifgrr.com,,Salesforce
10905327,Inactive Investor,Derek Strange,Financial Advisor,Edward Jones Cartersville GA 31 S Public Sq,derek.strange@edwardjones.com,,Salesforce
10819612,Inactive Investor,Jennifer Lucariello,,UBS Financial Services Inc. Westfield NJ 109 N Ave W,jennifer.lucariello@ubs.com,,Salesforce
10833681,Inactive Investor,Robert Lester,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",robert.lester@ampf.com,,Salesforce
10488393,,Timothy Thurston,Managing Director,Accelerate Retirement,tim.thurston@accelerateretirement.com,,List Import
227660,, -,,[[Unknown]],mranik31@outlook.com,,Paid Search
10900214,Inactive Investor,Christopher Coppola,,Morgan Stanley Poughkeepsie NY 2678 South Rd,christopher.coppola@morganstanley.com,,Salesforce
10854424,Inactive Investor,Timothy Frank,,"Leigh Baldwin & Co., LLC",tfrank@leighbaldwin.com,,Salesforce
10785747,Inactive Investor,Brandon Shearon,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brandon.shearon@tiaa.org,,Salesforce
10880231,Inactive Investor,Lawrence Hagan,Private Client Financial Advisor,"Citizens Securities, Inc. Glenshaw PA 1704 Mount Royal Blvd",lawrence.m.hagan@citizenssecurities.com,,Salesforce
10822804,Inactive Investor,Glen McNeil,Financial Advisor,Edward Jones Saugatuck MI 3219 Blue Star Hwy,glen.mcneil@edwardjones.com,,Salesforce
10849604,Inactive Investor,James Gasparotto,Managing Principal;Regional Director,"Osaic FA, Inc. Southfield MI 2000 Town Ctr",james.gasparotto@lfg.com,,Salesforce
352382,,Kelly Schaffer,Vice-President,"Schaffer & Company Asset Management, Inc.",kschaffer@gregoryschaffer.com,585-621-3300,Manual List Upload
10918848,Inactive Investor,Tim Smith,,"Packerland Brokerage Services, Inc.",tim_smith@packerlandbrokerage.com,,Salesforce
10792391,Inactive Investor,Thomas Hood,Chief Compliance Officer;Managing Member,"Alternative Investment Advisors, LLC",thomas@aiadvisors.us,,Salesforce
9617476,,William Wasson Wasson,,,wassonb2@gmail.com,,List import
11017656,Inactive Investor,Mark Davis,,NYLIFE Securities LLC Baldwin MD Private Residence,madavis04@ft.newyorklife.com,,Salesforce
9589573,,Tomas Petronis,,,petronistomas64@gmail.com,,List import
11110951,Inactive Investor,Scott Wood,Chief Executive Officer;Co-Founder;Managing Member,"True North Advisors, LLC",swood@truenorthadvisors.com,,Salesforce
11202657,Inactive Investor,Deanna Sekovski,Premier Banker,"Wells Fargo Clearing Services, LLC Oakton VA 2946 Chain Bridge Rd",,,Salesforce
10999531,Inactive Investor,Kelly Horseman,,"Allstate Financial Services, LLC Somerset KY 312 Sallee St",kellyhorseman@allstate.com,,Salesforce
11169795,Inactive Investor,Scott Hillary,Financial Advisor;Financial Consultant,"Ameriprise Financial Services, LLC Grand Rapids MI 99 Monroe Ave NW",scott.hillary@ampf.com,,Salesforce
11166086,Inactive Investor,Jonathan Cardoza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9561617,,Ryan Cook,,,rcook@pughcapital.com,,List import
11111991,Inactive Investor,Michael Towhidi,,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",michael.towhidi@prudential.com,,Salesforce
9582163,,Max Ginossi,,,ginossim@yahoo.com,,List import
11117412,Inactive Investor,Adam Sowell,Senior Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,adam.sowell@ubs.com,,Salesforce
9571230,,Leal Deddens,,,leal.deddens@lpl.com,,List import
10804305,Inactive Investor,David Capo,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",david.capo@nm.com,,Salesforce
10920198,Inactive Investor,Robert Flink,Lead Planner;Partner;Regulatory Contact,Goepper Burkhardt LLC,,,Salesforce
10764844,Inactive Investor,Sarah Merkle,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",sarah.j.merkle@ml.com,,Salesforce
10982467,Inactive Investor,Richard Quense,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10757495,Inactive Investor,George Thornhill,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Haven FL 295 1st St S,conley.thornhill@ubs.com,,Salesforce
11113093,Inactive Investor,Eric Leibundgut,,"Leigh Baldwin & Co., LLC Hampton NH Private Residence",eric@leighbaldwin.com,,Salesforce
10793946,Inactive Investor,Stephen Marotto,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",stephen.marotto@ml.com,,Salesforce
11138596,Inactive Investor,Julia Rhea,Investment Advisor Representative,Commonwealth Financial Network San Diego CA 9988 Hibert St,julia.rhea@lfg.com,,Salesforce
10783136,Inactive Investor,Daniel Volk,Vice President,Wintrust Investments LLC Grayslake IL 50 Commerce Dr,dvolk@wintrustwealth.com,,Salesforce
10927812,Inactive Investor,Anne Dimon,,LPL Financial LLC Columbus OH 291 E Livingston Ave,anne.dimon@lpl.com,,Salesforce
10984861,Inactive Investor,Lindsey Sprague,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,,,Salesforce
10656972,,Peter Rupcich,,,prupcich@ft.newyorklife.com,,List Import
11010367,Inactive Investor,Rick Greenlee,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,,,Salesforce
9609454,,sangkyu choi,,,zeldasky79@gmail.com,,List import
9611485,,Morgan McGovern,,,morgan.mcgovern@bnymellon.com,,List import
160935,,Frans Scholten,,[Unknown],fjdscholten@gmail.com,,Paid Social
11162227,Inactive Investor,Nidaa Kalasho,,"First Citizens Investor Services, Inc. San Diego CA 3580 Carmel Mountain Rd",nidaa.kalasho@firstcitizens.com,,Salesforce
10613558,,Eric Soos,"Financial Advisor, Managing Director - Wealth Management",,eric.soos@ubs.com,,List Import
10489776,,Patrick Brosnahan,"Managing Member, Managing Partner","Westpark Management, LLC",pat@westparkfund.com,,List Import
10804627,Inactive Investor,Benjamin Sokol,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,benjamin.sokol@fmr.com,,Salesforce
10488427,,Emily Lumley,Senior Client Associate,Rockefeller Financial LLC,elumley@rockco.com,,List Import
344825,,Ryan Zebro,Senior Financial Analyst,Cabot Properties L.p.,rzebro@cabotprop.com,617-723-7400,Manual List Upload
10917639,Inactive Investor,Thomas Mooney,Partner;Wealth Manager,Creative Planning Philadelphia PA 1835 Market St,thomas.mooney@creativeplanning.com,,Salesforce
9606072,,Yonggu Lee,,,og499823@naver.com,,List import
11068511,Inactive Investor,Valentine Cooler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,valentine.cooler@fidelity.com,,Salesforce
11024044,Inactive Investor,James Baty,,PlanMember Securities Corporation Redmond OR Private Residence,jpbaty@planmembersec.com,,Salesforce
10980264,Inactive Investor,Elza Mlivic,,"U.S. Bancorp Investments, Inc. Overland Park KS 10100 W 119th St",elza.mlivic@usbank.com,,Salesforce
9563997,,Jeffrey Davis,,,jeffreyc.davis@lfg.com,,List import
10494060,,Alastair Barrie,,Polar Capital,alastair.barrie@polarcapital.co.uk,,List Import
11146644,Inactive Investor,Maria Benel Se,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",mariabenel.se@tfaconnect.com,,Salesforce
11074967,Inactive Investor,Austin Stratton,,Morgan Stanley,austin.stratton@morganstanley.com,,Salesforce
10823471,Inactive Investor,Lawrence Mcdonald,Founder;Managing Director;President,"Tricord Investment Advisors, Inc. Kennesaw GA 1275 Shiloh Rd NW",mcdonald@tricordadvisor.com,,Salesforce
10929378,Inactive Investor,Natalie Sklenka,,"Voya Financial Advisors, Inc.",natalie.sklenka@ingfa.com,,Salesforce
141611,,Nicolas Scheuermann,,Scheuermann & Co AG,nicolas@scheuermannco.ch,,Content
9609611,,Dexter Washington,,,scotts_wb@outlook.com,,List import
222534,,Tim Black,,[Unknown],silobuilder44@yahoo.com,,
10824468,Inactive Investor,William Rapp,Anti-Money Laundering Compliance Officer;Chief Compliance Officer;Chief Operating Officer;President,Capital Synergy Partners,wrapp@capitalsynergypartners.com,,Salesforce
11191260,Inactive Investor,Eduard Hamamjian,Chief Compliance Officer;Managing Member;Principal,Alpha Dog Advisors,eduard@geasphere.com,,Salesforce
10794803,Inactive Investor,Marc Schoonbrood,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,marc.schoonbrood@jpmorgan.com,,Salesforce
11180074,Inactive Investor,Angela Keiser,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11168395,Inactive Investor,Greg Miner,,"Raymond James Financial Services, Inc. Beverly MA 900 Cummings Ctr",greg.miner@raymondjames.com,,Salesforce
9640491,,Eva Hua Cheng,,,eva.cheng@johnahartford.org,,List import
10843246,Inactive Investor,Victor Israel,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 9821 Katy Fwy",victor.m.israel@ampf.com,,Salesforce
11021968,Inactive Investor,Alondra Velasco,,J.P. Morgan Securities LLC Hawthorne CA 12645 Hawthorne Blvd,alondra.velasco@jpmorgan.com,,Salesforce
10616592,,James Obrien,,,jim.obrien@lpl.com,,List Import
9587714,,Mohammad Alamin,,,islamin99@gmail.com,,List import
11041175,Inactive Investor,Leon Jones,,PFS Investments Inc. Silver Spring MD 8115 Fenton St,leon.jones@primerica.com,,Salesforce
10823335,Inactive Investor,Ataollah Azarshahi,Chief Executive Officer;President,"Equity Services, Inc.",aazarshahi@nationallife.com,,Salesforce
11122553,Inactive Investor,James Bunting,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Charlotte NC 4725 Piedmont Row Dr",jbunting@firsthorizon.com,,Salesforce
346683,,Steve Michael,Senior Financial Advisor,"Marietta Wealth Management, Llc",steve@mariettawealth.com,404-549-6930,Manual List Upload
11001851,Inactive Investor,Michael Cimorelli,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",michael.cimorelli@nm.com,,Salesforce
10897838,Inactive Investor,Carolyn Trammell,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,carolyn.trammell@jpmorgan.com,,Salesforce
11133036,Inactive Investor,Cliff Boehl,,J.P. Morgan Securities LLC Mokena IL 11205 Lincoln Hwy,cliff.boehljr@chase.com,,Salesforce
11085190,Inactive Investor,Michael Titus,,NYLIFE Securities LLC Fairbanks AK 100 Cushman St,mtitus@ft.newyorklife.com,,Salesforce
11187414,Inactive Investor,Brandon Larsen,,"Equity Services, Inc. Green Bay WI 1500 River Pines Dr",blarsen@nationallife.com,,Salesforce
9625742,,Steven Hirsch,,,shirsch@hirschcorp.com,,List import
9572401,,Kamyar Khajavi,,,cameron.khajavi@mikcapital.com,,List import
10867401,Inactive Investor,Joseph Nilles,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,joseph.nilles@fidelity.com,,Salesforce
11057241,Inactive Investor,Stefan Chrzanowski,,Money Concepts Capital Corp Tampa FL 5619 Harney Rd,schrzanowski@moneyconcepts.com,,Salesforce
10970628,Inactive Investor,Ron Koren,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",ron.koren@tiaa.org,,Salesforce
10963310,Inactive Investor,Andrew Brown,,"Crews & Associates, Inc.",abrown@crewsfs.com,,Salesforce
11009379,Inactive Investor,James Cunningham,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,jay.cunningham@fmr.com,,Salesforce
10777189,Inactive Investor,Erica Perez,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10949342,Inactive Investor,Mark Toguchi,,J.P. Morgan Securities LLC Houston TX 8536 Hwy 6 N,mark.toguchi@jpmorgan.com,,Salesforce
9622110,,Damla Mutlu,,,b.damlahizli@gmail.com,,List import
11219919,,Anthony McLean,,,anthony.mclean@lpl.com,,Other
10963559,Inactive Investor,Sara Hellman,Financial Advisor,Edward Jones Laurens SC 101 Ashley Ln,sara.hellman@edwardjones.com,,Salesforce
11109906,Inactive Investor,Suzanne Bennett,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",suzanne_bennett@ml.com,,Salesforce
11203885,Inactive Investor,Michael Miller,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",trentmiller@ml.com,,Salesforce
11174068,Inactive Investor,Jordan Wexler,Chief Compliance Officer;Chief Executive Officer;Co-Founder,EarlyBird Central Inc. Chicago IL 171 N Aberdeen St,jordan@getearlybird.io,,Salesforce
10954998,Inactive Investor,Kimberly Storie,Financial Advisor,Edward Jones Venice FL 375 Commercial Ct,,,Salesforce
9614210,,Sean Christopher,,,schristopher@phn.com,,List import
11073985,Inactive Investor,Bradley Thompson,Financial Planner,"Next Financial Group, Inc. Plainfield IL Private Residence",,,Salesforce
11035273,Inactive Investor,Kimberly Faucette,Financial Advisor;First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Burlington NC 210 Alamance Rd",kimberly.faucette@wellsfargoadvisors.com,,Salesforce
10901514,Inactive Investor,Peter Snow,Director - Research;Senior Investment Advisor,NFP Retirement Inc. Minneapolis MN 9655 Schmidt Lake Rd,peter.snow@nfp.com,,Salesforce
10914078,Inactive Investor,Christopher Gibson,Financial Advisor,Edward Jones Lewisville TX 113 N Poydras St,chad.gibson@edwardjones.com,,Salesforce
10916553,Inactive Investor,John Moran,,"Osaic Wealth, Inc. Park Ridge IL 1580 N Northwest Hwy",,,Salesforce
11157711,Inactive Investor,Beverly Kaltenbach,Managing Member,"Signature Resources Capital Management, LLC Irvine CA 19900 Macarthur Blvd",,,Salesforce
11049237,Inactive Investor,Aaron Burleson,Financial Advisor,LPL Financial LLC Severna Park MD 568 Ritchie Hwy,aaron.burleson@lpl.com,,Salesforce
10615423,,Krishnan Ramachandran,"Financial Advisor, International Client Advisor, Senior Vice President",,krishnan.ramachandran@morganstanley.com,,List Import
11155452,Inactive Investor,Sharon Hackstadt,Senior Client Associate,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",sharon.hackstadt@wellsfargoadvisors.com,,Salesforce
11026899,Inactive Investor,James Stewart,,State Farm VP Management Corp. Birmingham AL 270 Olde Towne Rd,jimmy.stewart.st1g@statefarm.com,,Salesforce
9577040,,Valerie Robertson,,,valeriebkk@gmail.com,,List import
10806984,Inactive Investor,James Boora,Financial Advisor,Edward Jones Hoquiam WA 717 Levee St,james.boora@edwardjones.com,,Salesforce
9588084,,Francine Rosenberger,,,frosenberger@transamerica.com,,List import
11037508,Inactive Investor,Russell Buckstaff,,"Osaic Wealth, Inc. Longview TX 1511 Judson Rd",,,Salesforce
10915546,Inactive Investor,Dena Morgan,Financial Advisor,Edward Jones Martinsburg WV 300 Foxcroft Ave,dena.morgan@edwardjones.com,,Salesforce
11177843,Inactive Investor,Elijah Strosnider,,PFS Investments Inc. Omaha NE 10110 Nicholas St,estrosnider@primerica.com,,Salesforce
9627612,,Michelle Thomas,,,mthomas@communitynationalbank.net,,List import
11178448,Inactive Investor,Jennifer Wolf,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10753057,Inactive Investor,Robin Boone,Financial Advisor;Principal,"Ameriprise Financial Services, LLC Fredericksburg TX 414 W Austin St",robin.2.boone@ampf.com,,Salesforce
11088913,Inactive Investor,Coleman Levy,Associate Wealth Advisor,Earned Wealth Castle Pines CO Private Residence,,,Salesforce
10615310,,Pamela Chasin,"Financial Advisor, Senior Institutional Consultant, Vice President",,pamelatc@gmail.com,,List Import
10916186,Inactive Investor,Joseph Frost,Financial Advisor,LPL Financial LLC Maryville TN 329 E Broadway Ave,joseph.frost@lpl.com,,Salesforce
333987,,Jan Parsons,Chairman,"Pier Capital, Llc",jan.parsons@piercap.com,203-425-1450,Manual List Upload
11014572,Inactive Investor,Walton Anderson,,"Farmers Financial Solutions, LLC Fremont CA 40083 Mission Blvd",wanderson@farmersagent.com,,Salesforce
11066933,Inactive Investor,Matthew Brunner,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Shareholder,Compass,mbrunner@compass-ltd.com,,Salesforce
11196252,Inactive Investor,Harold Oshima,Chief Compliance Officer;President,Oshima & Associates,,,Salesforce
11028417,Inactive Investor,Brent Seggebruch,,Country Capital Management Company Amboy IL 37 S East Ave,brent.seggebruch@countryfinancial.com,,Salesforce
10911417,Inactive Investor,Michael Salomon,Chief Compliance Officer;Managing Member,Annecy LLC,,,Salesforce
10645976,,Charles Freemon,,,cfreemon@ft.newyorklife.com,,List Import
352277,,Judy Carmichael,"Executive Assistant, Financial Planning Assistant","William Howard & Co Financial Advisors, Inc.",jbcarmichael@whcfa.com,901-761-5068,Manual List Upload
11153194,Inactive Investor,Jeremy Parker,,"Raymond James Financial Services, Inc. West Monroe LA 3421 Cypress St",jeremy.parker@raymondjames.com,,Salesforce
9640787,,michael simms,,,michaelgsimms@hotmail.com,,List import
11132853,Inactive Investor,Kelsey Bottoms,Client Service Associate,Davenport & Company LLC,,,Salesforce
10809867,Inactive Investor,Jeffrey Deissler,,"Avantax Investment Services, Inc. Southampton PA 130 Buck Rd",,,Salesforce
9579520,,James Clark,,,clark_jim@cbgfinancialplanning.com,,List import
9551553,,Maria Shen,,,maria.shen91@gmail.com,,List import
230745,, -,,[[Unknown]],mticooter@aol.com,,Organic Search
9620766,,David Neale,,,daveneale.phd@gmail.com,,List import
11143496,Inactive Investor,Sarah Draper,Director,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
9563140,,Burton Sheaffer,,,burton.sheaffer@gmail.com,,List import
11011521,Inactive Investor,Michael Ceccato,,LPL Financial LLC Buffalo NY 6460 Main St,michael.ceccato@lpl.com,,Salesforce
9573544,,Kathryn Satterthwaite,,,kwilliams@firsttennessee.com,,List import
11092681,Inactive Investor,Nicolas Firment,,"Stifel, Nicolaus & Company, Incorporated Westlake OH 27476 Detroit Rd",firmentn@stifel.com,,Salesforce
11025971,Inactive Investor,Natchalie Pacheco,,PFS Investments Inc. Foxboro MA 124 Washington St,natchalie.pacheco@primerica.com,,Salesforce
11102147,Inactive Investor,Elizabeth McNair,Advisor,PFS Investments Inc. Orlando FL 5401 S Kirkman Rd,elizabeth.mcnair@primerica.com,,Salesforce
10880090,Inactive Investor,Harold Philipsen,Wealth Management Advisor,"Bleakley Financial Group, LLC Williamsburg VA 1215 S Mount Vernon Ave",harold.philipsen@bleakley.com,,Salesforce
11016054,Inactive Investor,Brandon Azargoon,,LPL Financial LLC,brandon.azargoon@lpl.com,,Salesforce
9626944,,Heath Stradley,,,heathstradley9502@gmail.com,,List import
10944693,Inactive Investor,Ryan Purificacion,Financial Advisor,Edward Jones Savannah GA 101B W Park Ave,ryan.purificacion@edwardjones.com,,Salesforce
9547269,,Michael Guilsher,,,michael@meldfinancial.com,,List import
337625,,Derek Dobecki,,Scs Capital Management Llc,ddobecki@scsfinancial.com,617-204-6400,Manual List Upload
10901904,Inactive Investor,Nathaniel Armistead,,"Securities Research, Inc. of Florida Richmond VA 1910 Byrd Ave",narmistead@securitiesresearch.com,,Salesforce
9613204,,Jeffrey Corbin,,,jcorbin@harrisassoc.com,,List import
11220653,,Tracey Stofa,,,tracey.stofa@fortwashington.com,,Other
9565850,,Timothy Holic,,,ltholic@hotmail.com,,List import
10922674,Inactive Investor,Joshua Lunn,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9641212,,Jahlil Higgs,,,jahdagreat2323@gmail.com,,List import
10859430,Inactive Investor,Peter Seligman,Chief Compliance Officer;Founder;Managing Member;President,"Adaero Capital Management, LLC",,,Salesforce
10991683,Inactive Investor,Austen Lui,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11230036,Inactive Investor,Nathan Bowman,,"Osaic FS, Inc. Chattanooga TN 2305 Hickory Valley Rd",,,Salesforce
371251,,David Buchewicz,,[Unknown],buchewicz.d@comcast.net,,Salesforce
10613655,,Patrick Mackessy,Financial Advisor,,patrick.mackessy@wellsfargoadvisors.com,,List Import
160958,,Federico Fischer,,[Unknown],juan.fischer@uy.andersen.com,,
10909363,Inactive Investor,Angelica Walter,Senior Client Service Associate,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",angelica.walter@raymondjames.com,,Salesforce
11144484,Inactive Investor,Patrick Chirchirillo,Financial Advisor,McAdam LLC,pat.chirchirillo@mcadamfa.com,,Salesforce
336935,,Mollie Heller,Actuarial Associate,"Hooker & Holcombe Investment Advisors, Inc.",mheller@hhconsultants.com,860-521-8400,Manual List Upload
11141555,Inactive Investor,Theodore Grippo,Financial Advisor;Senior Vice President;Sports and Entertainment Director,Morgan Stanley Jericho NY 2 Jericho Plz,theodore.grippo@morganstanley.com,,Salesforce
9546435,,Chad Robinson,,,chadillac7819@gmail.com,,List import
11149739,Inactive Investor,Max Rappleye,Associate Financial Consultant,"Charles Schwab & Co., Inc. Jackson MI 209 W Louis Glick Hwy",max.rappleye@schwab.com,,Salesforce
11008708,Inactive Investor,Danilo Francis Mendoza,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,danilo.mendoza@primerica.com,,Salesforce
10849178,Inactive Investor,Robert Coady,Advisor;Managing Member;Owner,"WealthMark Advisory Group, LLC",bobcoady@wealthmark.com,,Salesforce
11066028,Inactive Investor,William Nevius,Financial Advisor,L.M. Kohn & Company Louisville KY 4350 Brownsboro Rd,,,Salesforce
9550516,,Sasha Lauzon,,,sasha.lauzon@suntrust.com,,List import
11114132,Inactive Investor,Christian Gweth,Financial Advisor,Morgan Stanley Seattle WA 601 Union St,christian.gweth@morganstanley.com,,Salesforce
11093409,Inactive Investor,Elizabeth Scott,Brokerage Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",elizabeth.scott@wellsfargoadvisors.com,,Salesforce
9620941,,Jake Simmons,,,cryptonewsflash@protonmail.com,,List import
10801115,Inactive Investor,Joseph Porcelli,,Cetera Advisor Networks LLC Boca Raton FL 7284 W Palmetto Park Rd,,,Salesforce
10952351,Inactive Investor,William Parry,,"Calton & Associates, Inc. Morrisville NY 2 W Main St",wparry@calton.com,,Salesforce
11032327,Inactive Investor,Christopher Krupp,,"Centaurus Financial, Inc. Centralia IL 600 S Poplar St",ckrupp@cfiemail.com,,Salesforce
11022584,Inactive Investor,Kevin Zappia,,"The Investment Center, Inc. Manlius NY Private Residence",kzappia@investmentctr.com,,Salesforce
10945766,Inactive Investor,Alexis Dehaan,,Edward Jones Wyoming MI 2380 Health Dr SW,lexi.kiefer@edwardjones.com,,Salesforce
11108093,Inactive Investor,Jason Kuerschner,Financial Advisor,Edward Jones Norwood Young America MN 515 Faxon Rd N,jason.kuerschner@edwardjones.com,,Salesforce
11042330,Inactive Investor,Alexander Moore,Financial Advisor;First Vice President - Wealth Management,"Raymond James & Associates, Inc. Seattle WA 2288 W Commodore Way",alexander.moore@raymondjames.com,,Salesforce
9641466,,Alex Valentino,,,ambersmithej654@gmail.com,,List import
10863912,Inactive Investor,Jennifer LeMessena,,Cetera Advisors LLC North Royalton OH 5171 Wallings Rd,jennifer.lemassena@ceteraadvisors.com,,Salesforce
11183336,Inactive Investor,Bertha Jones,,"Wells Fargo Advisors Financial Network, LLC Miami FL 3350 Virginia St",bertha.jones@wellsfargoadvisors.com,,Salesforce
10876741,Inactive Investor,Nicholas Galvagno,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11014108,Inactive Investor,Rocio Aguayo,Preferred Program Specialist,"Fifth Third Securities, Inc. Cicero IL 6018 W Cermak Rd",rocio.aguayo@53.com,,Salesforce
11111043,Inactive Investor,Peter Jung,Financial Advisor,"Ameriprise Financial Services, LLC Campbell CA 1700 Winchester Blvd",peter.t.jung@ampf.com,,Salesforce
229166,,Mary J Robinson -,,Mary J Robinson [[Unknown]],chelsaoasis@gmail.com,,Direct
10753030,Inactive Investor,Yoil Awabdeh,Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",joel.awabdeh@wellsfargo.com,,Salesforce
11164498,Inactive Investor,Timothy McNamara,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",tmcnamara@ml.com,,Salesforce
10847202,Inactive Investor,Matthew Simmons,Financial Advisor,Edward Jones Westminster CO 8825 Eaton St,matte.simmons@edwardjones.com,,Salesforce
11162260,Inactive Investor,Jessica Kahler,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9617475,,Matthew Corcoran,,,mwcorcoran@yahoo.com,,List import
10778658,Inactive Investor,David Gottlieb,Financial Advisor,Edward Jones Cleveland OH 31100 Pinetree Rd,david.gottlieb@edwardjones.com,,Salesforce
10784533,Inactive Investor,Susan Rice,Financial Advisor;Financial Planning Specialist,Morgan Stanley Bellingham WA 2200 Rimland Dr,susan.rice@morganstanley.com,,Salesforce
11236273,Inactive Investor,Juan Dominguez,Banking Officer;Registered Client Service Associate,"BCI Securities, Inc.",,,Salesforce
373343,,Doug Dravininkas,,[Unknown],dodravin@alumni.iu.edu,,source
11217865,,Richard Tyler Dietrich,,,richard-tyler.dietrich@jpmorgan.com,,List Import
10792603,Inactive Investor,John Ekeanyanwu,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Little Rock AR 22 Rahling Cir",john.c.ekeanyanwu@ampf.com,,Salesforce
11180930,Inactive Investor,Brianna Fratila,,"Raymond James & Associates, Inc.",brianna.fratila@raymondjames.com,,Salesforce
11167437,Inactive Investor,Stephen Delgado-Mccollum,Wealth Management Analyst,Morgan Stanley,stephen.delgado-mccollum@morganstanley.com,,Salesforce
11050182,Inactive Investor,Stephanie Demuesy,Financial Advisor,"MML Investors Services, LLC Uniontown OH 1549 Boettler Rd",sdemuesy@financialguide.com,,Salesforce
9611397,,Travis Walker,,,travis.walker@allianzlife.com,,List import
11087546,Inactive Investor,Lisa Goretsas,Branch Operations Manager;Financial Advisor,"Raymond James & Associates, Inc. Westminster MD 12 Locust Ln",,,Salesforce
11155616,Inactive Investor,David Thompson,,"Silver Oak Securities, Incorporated Newport VT 653 E Main St",dthompson@silveroaksecurities.com,,Salesforce
11163218,Inactive Investor,Austin Hays,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,ahays@rwbaird.com,,Salesforce
340614,,Joey Wylie,Vice President And Secretary,"Element Retirement & Investment Consultants, L.l.c",joey@elementconsultants.com,979-693-3742,Manual List Upload
11134796,Inactive Investor,Alexander Rashid,,"Wells Fargo Clearing Services, LLC Ladera Ranch CA 27702 Crown Valley Pkwy",alexander.rashid@wellsfargo.com,,Salesforce
11016464,Inactive Investor,Patricia Devito,,LPL Financial LLC Warren NJ 101 Town Center Dr,patricia.devito@lpl.com,,Salesforce
10894590,Inactive Investor,Amy Groff,,Vanguard Marketing Corporation,amy_groff@vanguard.com,,Salesforce
9632319,,Jeffrey Ryan,,,jryan1157@aol.com,,List import
11187380,Inactive Investor,Christopher Villegas,,J.P. Morgan Securities LLC Santa Clara CA 2200 El Camino Real,christopher.villegas@jpmorgan.com,,Salesforce
11119980,Inactive Investor,Mark Lebovitz,Financial Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,mark.lebovitz@lpl.com,,Salesforce
11036476,Inactive Investor,Cynthia Nyarko,,"Transamerica Financial Advisors, Inc New York NY 1120 Avenue of the Americas",cynthia.nyarko@tfaconnect.com,,Salesforce
10870615,Inactive Investor,Ryan O'Malley,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,ryan.omalley@gs.com,,Salesforce
11175551,Inactive Investor,Patrick Church,Owner;Principal,"Church Capital, LLC",,,Salesforce
11101439,Inactive Investor,Rosemary Segura-Dethomas,,Cetera Advisor Networks LLC Albuquerque NM 7770 Jefferson St NE,seguradethomasr@ceteranetworks.com,,Salesforce
335549,,Mark Deblois,Managing Partner,Bunker Hill Management Llc,mark.deblois@bunkerhillcapital.com,617-720-4030,Manual List Upload
11020805,Inactive Investor,John Supple,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",john.supple@nm.com,,Salesforce
10828177,Inactive Investor,David Graff,Financial Advisor,Edward Jones Zephyrhills FL 6949 Gall Blvd,david.graff@edwardjones.com,,Salesforce
11261081,Inactive Investor,Alexander Vetrano,Associate Wealth Advisor,"Pugh Wealth Management, LLC Knoxville TN 315 N Cedar Bluff Rd",,,Salesforce
9561261,,John Deves,,,john.deves@sagepointadvisor.com,,List import
11129067,Inactive Investor,Edward Garbarino,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",edward_garbarino@ml.com,,Salesforce
11025222,Inactive Investor,Melissa Hilley,Operations Manager;Registered Client Service Associate,"Raymond James & Associates, Inc. Valparaiso IN 1351 Silhavy Rd",melissa.hilley@raymondjames.com,,Salesforce
10899434,Inactive Investor,Michael Segalo,Private Wealth Manager,Creative Planning,michael.segalo@creativeplanning.com,,Salesforce
9631876,,Lola Astrum,,,lolaastrum@gmail.com,,List import
10773443,Inactive Investor,Randy Herr,Private Wealth Advisor,"Ameriprise Financial Services, LLC Sacramento CA 2150 River Plaza Dr",randy.m.herr@ampf.com,,Salesforce
9635575,,Lew Raibley,,,lraibley@courtsquare.com,,List import
10994777,Inactive Investor,Jonathan Gengle,Financial Advisor,"Bayntree Wealth Advisors, LLC",jgengle@bayntree.com,,Salesforce
9637428,,Senk Kinta,,,seres@gmail.com,,List import
10824754,Inactive Investor,Jonathan Wright,Financial Advisor,"Geneos Wealth Management, Inc. Sellersburg IN 8509 Hwy 60",,,Salesforce
11110418,Inactive Investor,Carlos Perez,Investment Advisor Representative,"Logic Wealth Management, LLC",carlosperez@logicwm.com,,Salesforce
10980314,Inactive Investor,Christopher Hauser,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,,,Salesforce
10975105,Inactive Investor,Nicholas Cavallaro,,"RBC Capital Markets, LLC",,,Salesforce
10935762,Inactive Investor,Lucius Safford,,PFS Investments Inc. Inglewood CA 110 S La Brea Ave,lucius.safford@primerica.com,,Salesforce
11207163,Inactive Investor,Anthony Riley-Barrett,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
11056714,Inactive Investor,Nancy Hafford,,State Farm VP Management Corp. Wells ME 960 Sanford Rd,nancy.hafford.jw68@statefarm.com,,Salesforce
9637366,,Richard Harkleroad,,,teamhark@outlook.com,,List import
10792648,Inactive Investor,Marisa Canapi,,"Axiom Capital Management, Inc.",mcanapi@axiomcapital.com,,Salesforce
11068549,Inactive Investor,Kyle Wright,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",kyle.wright@nm.com,,Salesforce
10760250,Inactive Investor,Michele Hubley,Co-Chief Operating Officer;Director - Human Resources;Regulatory Contact;Senior Vice President;Treasurer,"Appleton Partners, Inc.",mhubley@appletonpartners.com,,Salesforce
11102173,Inactive Investor,Scott Elger,Financial Advisor,"Wells Fargo Clearing Services, LLC Peoria IL 6810 N Knoxville Ave",,,Salesforce
11011726,Inactive Investor,Oscar Hernandez,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,ohernandez.funl2@primerica.com,,Salesforce
10815500,Inactive Investor,Gene Griffin,,"CFD Investments, Inc. Terre Haute IN 1190 E Canvasback Dr",gene.griffin@cfdinvestments.com,,Salesforce
11096142,Inactive Investor,Anthony Laesch,,Country Capital Management Company Pekin IL 1505 Valle Vista Blvd,anthony.laesch@countryfinancial.com,,Salesforce
10796818,Inactive Investor,Timothy Stasko,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Hazleton PA 4001 Hollywood Blvd",timothy.j.stasko@ampf.com,,Salesforce
3518,,Shane Kokkines,Managing Director,MCP Asset Management Company Limited,shane.kokkines@mcp-am.com,1-312-245-9771,Database Upload
10816432,Inactive Investor,Frank Lockwood,Senior Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,frank.lockwood@ubs.com,,Salesforce
9625249,,Richard Kirishian,,,richard@kirishianrugs.com,,List import
9639481,,Amitava Neogi,,,amitava.neogi@centrum.co.in,,List import
3905792,,Read Fi,,,readfi50@gmail.com,,Web Form Fillout
9570401,,Jerri Hodge,,,wurmbunna94@gmail.com,,List import
11220471,,Peter Kazmierczak,,,peter.kazmierczak@nottinghamadvisors.com,,Other
11198910,Inactive Investor,Ashley Rodriguez,,J.P. Morgan Securities LLC Philadelphia PA 3583 Aramingo Ave,ashley.rodriguez@jpmorgan.com,,Salesforce
244152,,Jim McCoy,Head of Sales,Harbor Capital,jim.mccoy@harborcapital.com,18476919297,Manual List Upload
174081,,John Cena,,[Unknown],weirdtoast@gmail.com,,
11235716,Inactive Investor,Timothy Dwight,Chief Compliance Officer;President;Principal,Fireside Capital Advisors,tdwight@firesidecapital.com,,Salesforce
9639238,,Sheila LaBarbera,,,sheila@berkshireretirement.com,,List import
96199,,Bradley Rosley,President,"Fortune Financial Group, Inc.",brad@fortunefinancialgroup.com,630-942-9007,Manual List Upload
11083998,Inactive Investor,Cindy Everly,Member;Partner,Founders Financial Securities LLC Williamsport MD Private Residence,,,Salesforce
10757087,Inactive Investor,Timothy Bishoff,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",timothy.bishoff@ml.com,,Salesforce
11065089,Inactive Investor,Rhett Bailey,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10799105,Inactive Investor,Margaret Guzman,Compliance Officer;Support Center Manager,"Wells Fargo Clearing Services, LLC New York NY 150 E 42nd St",margaret.guzman@wellsfargoadvisors.com,,Salesforce
9631903,,clay lawrence,,,4clay.lawrence.2@gmail.com,,List import
9635428,,Michael Essig,,,messig@citymarkcapital.com,,List import
10996575,Inactive Investor,Gregg Mealiff,,"Pruco Securities, LLC. Carthage IL 59 S Adams St",gregg.mealiff@prudential.com,,Salesforce
10647746,,Linda Smith,,,lsmith@crescat.net,,List import
11136953,Inactive Investor,Melcia Greenidge,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",melcia.greenidge@tiaa.org,,Salesforce
9572053,,Lars Johansson,,,ljohansson@newmountaincapital.com,,List import
211457,,David Fellner,managing member,BAF Associates,fellner@verizon.net,,Content
11234073,Inactive Investor,Christine Gonzalez,,"Bankers Life Securities, Inc. Hauppauge NY 1393 Veterans Hwy",,,Salesforce
9547821,,Pedro Diaz,,,tigerslairinfo@gmail.com,,List import
10955324,Inactive Investor,Joseph Larsen,President,"Joseph M. Larsen, C.P.A., P.C.",,,Salesforce
11033359,Inactive Investor,Maria Blessing,Wealth Relationship Manager,Citigroup Global Markets Inc. Mohegan Lake NY 3149 E Main St,maria.blessing@citi.com,,Salesforce
10938222,Inactive Investor,Jeffrey Heinen,Financial Advisor,LPL Financial LLC Sheboygan WI 1441 N Taylor Dr,jeffrey.heinen@lpl.com,,Salesforce
10505210,,Jordan Herwig,Associate Wealth Advisor,RIA,jordan.herwig@gen4wealth.com,9138020608,List Import
10392180,,Youness elassadi,,,elassadiyouness10@gmail.com,,Web Form Fillout
10931723,Inactive Investor,James King,Financial Advisor,LPL Financial LLC Merritt Island FL 415 Fortenberry Rd,jim.king1@lpl.com,,Salesforce
9645675,,usman cheema,,,usman196@yahoo.co.uk,,List import
10984009,Inactive Investor,Blanca Fernandez,,Cetera Investment Services LLC Ocala FL 1700 SW 17th St,,,Salesforce
10817762,Inactive Investor,Eric Borg,,"Osaic Wealth, Inc. Hopkins MN 10900 Wayzata Blvd",,,Salesforce
11046759,Inactive Investor,Anthony Del Prete,,Kovack Securities Inc. Deer Park NY 2070 Deer Park Ave,,,Salesforce
9545196,,Virágh András,,,endlesspampas@gmail.com,,List import
10945549,Inactive Investor,Karen Dalmau,,Edward Jones Ventura CA 1101 Seal Ct,karen.dalmau@edwardjones.com,,Salesforce
10959853,Inactive Investor,Claudia Berman,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",claudia.berman@empower.com,,Salesforce
11050448,Inactive Investor,Jacob Silverstein,Investment Advisor Representative;Trader,All Terrain Financial Advisors,jsilverstein@alltfa.com,,Salesforce
11042624,Inactive Investor,Wade Catlin,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10795196,Inactive Investor,Gerald Morse,Financial Advisor,LPL Financial LLC Grand Blanc MI 8275 Holly Rd,gerald.morse@lpl.com,,Salesforce
10750245,Inactive Investor,Jose Collazo-Cintron,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
9603449,,william ordon,,,ordowj56@optonline.net,,List import
10815807,Inactive Investor,Marc Schultz,Senior Vice President - Investments,"Raymond James & Associates, Inc. Marion IN 1800 N Wabash Rd",marc.schultz@raymondjames.com,,Salesforce
9642942,,Yossi Hasson,,,yossi@venturein.vc,,List import
9640282,,Fran?ois Fontaine,,,f.fontaine@sfpi-fpim.be,,List import
11042029,Inactive Investor,James Berliner,Chairman;Founder,"Westmount Partners, LLC",jberliner@westmount.com,,Salesforce
10995311,Inactive Investor,Jonathan Mintz,Founding Partner;Senior Managing Director,Bespoke Advisory,,,Salesforce
235552,, -,,[[Unknown]],clif2016@yahoo.com,,
10988746,Inactive Investor,Gregory Beal,Senior Investment Advisor,Western Wealth Management LLC,,,Salesforce
116181,,Ryan Nixon,"Program Manager, Vice President",Fisher Investments,r.nixon@fi.com,,
10993840,Inactive Investor,Brian Luce,,United Planners' Financial Services of America A Limited Partner Raleigh NC 1 Glenwood Ave,,,Salesforce
9573025,,Kerry Hueston,,,kerry.hueston@citadel.com,,List import
10970123,Inactive Investor,Lynn King,Executive Director,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,,,Salesforce
10876197,Inactive Investor,Lubna Ahmed,Field Supervisor,Edward Jones Gilbert AZ Private Residence,lubna.ahmed@edwardjones.com,,Salesforce
10766139,Inactive Investor,Michael Adamski,,"Mesirow Financial, Inc.",madamski@mesirowfinancial.com,,Salesforce
344691,,Charles Preston,Managing Director,"Harris Preston & Partners, Llc",cpreston@harrispreston.com,512-320-4111,Manual List Upload
9640824,,Mahad Tahlil Mohamed,,,mahadtm2011@gmail.com,,List import
10895115,Inactive Investor,Karl Nyberg,,Fidelity Brokerage Services LLC,,,Salesforce
10900993,Inactive Investor,Cesar Arellano,,J.P. Morgan Securities LLC Santa Barbara CA 1302 State St,cesar.a.arellano@jpmorgan.com,,Salesforce
9628807,,Joshua Levin,,,joshua.h.levin@gmail.com,,List import
10656361,,John Cahill,,,john.cahill@edwardjones.com,,List Import
10661965,,Stephen Beavis,,,stephen@stackedinvest.com,,List Import
11038382,Inactive Investor,Alycen Lucy,,"Farmers Financial Solutions, LLC Austin TX 8700 Manchaca Rd",adelrie@farmersagent.com,,Salesforce
10918245,Inactive Investor,Kyle Anderson,Financial Advisor,LPL Financial LLC Fort Collins CO 1336 Oakridge Dr,kyle.g.anderson@lpl.com,,Salesforce
10808531,Inactive Investor,Patrick Hayes,Chief Compliance Officer,"Wealth Dimensions Group, Ltd.",phayes@wealthdimensions.com,,Salesforce
11260527,Inactive Investor,Natalie Payne,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
11180833,Inactive Investor,Michael Lyons,,Citigroup Global Markets Inc.,michael.s.lyons@citi.com,,Salesforce
7075216,,Arlene Smith,,,bafab18802@orgria.com,,Web Form Fillout
10957479,Inactive Investor,Marcus Johns,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10646916,,Douglas Smooke,,,dsmooke@lpl.com,,List Import
11071801,Inactive Investor,Jeannine Ordway,,"Allstate Financial Services, LLC Ocala FL 409 E Fort King St",jeannineordway@allstate.com,,Salesforce
207053,,Daniel Sarubin,,[Unknown],drdanny@smilebaltimore.com,,source
11016801,Inactive Investor,Katheryn Jones,Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",katheryn.jones@ml.com,,Salesforce
10921699,Inactive Investor,Alexander Fidler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11162626,Inactive Investor,Ian Miller,,Morgan Stanley Reading PA 1350 Broadcasting Rd,,,Salesforce
343056,,Tyrone Golatt,,Mutual Of America Life Insurance Company,tyrone.golatt@mutualofamerica.com,212-224-1600,Manual List Upload
10800677,Inactive Investor,Maritza Cardenas,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,maritza.cardenas@ubs.com,,Salesforce
11052272,Inactive Investor,Bradley Beckmann,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",beckmannb@stifel.com,,Salesforce
11058778,Inactive Investor,Gayle Johnson,,"HighTower Securities, LLC Santa Fe NM 2218 Old Arroyo Chamiso",gjohnson@hightoweradvisors.com,,Salesforce
11211484,Inactive Investor,Nicholas Wright,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",nick.wright@nm.com,,Salesforce
10778586,Inactive Investor,Stephen Laddy,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,stephen.laddy@ubs.com,,Salesforce
11003674,Inactive Investor,John Sanders,,Commonwealth Financial Network Glastonbury CT 701 Hebron Ave,jsanders@commonwealth.com,,Salesforce
10754145,Inactive Investor,Kevin Hay,Financial Advisor,"Wells Fargo Clearing Services, LLC Bartlesville OK 4160 SE Adams Rd",kevin.hay@wellsfargoadvisors.com,,Salesforce
11077695,Inactive Investor,Howard Storm,,"Charles Schwab & Co., Inc. Manhasset NY 1900 Northern Blvd",,,Salesforce
11188390,Inactive Investor,Scott Huston,,"Osaic FA, Inc.",scott.huston@lfg.com,,Salesforce
11053883,Inactive Investor,Valerie Smith,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,,,Salesforce
11142969,Inactive Investor,Natallee Zufelt,,J.P. Morgan Securities LLC Salt Lake City UT 3020 S Highland Dr,natallee.zufelt@jpmorgan.com,,Salesforce
9623497,,Cat Mathews,,,cat@konseptualdesign.com,,List import
10879349,Inactive Investor,Jason Awtrey,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9620720,,Sang Lee,,,arkistan@naver.com,,List import
9612999,,Blake Harper,,,bh@orchardinvestments.com,,List import
205614,,Lloyd Baxter,,"Securities America Advisors, Inc.",lloyd.baxter@securitiesamerica.com,228-385-1055,
10526286,,Marco Amiotti,,,maamiot@tin.it,,Web Form Fillout
10845346,Inactive Investor,David Yucius,Chief Compliance Officer;President,Aurora Investment Counsel,david@aurora-invest.com,,Salesforce
9557507,,Trevon Lowe,,,trevony1@hotmail.com,,List import
11054561,Inactive Investor,Thomas Kahle,Director - Corporate Client Group;Financial Advisor;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Columbus OH 4449 Easton Way,thomas.kahle@morganstanley.com,,Salesforce
11146070,Inactive Investor,Mary Slane,Wealth Advisor,"TCP Asset Management, LLC",mary@tcpasset.com,,Salesforce
11030293,Inactive Investor,Kevin Northam,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,kevin.northam@primerica.com,,Salesforce
10893292,Inactive Investor,Michael Warne,,"Moors & Cabot, Inc. Fort Collins CO 215 W Oak St",mwarne@moorscabot.com,,Salesforce
10759293,Inactive Investor,Michael Anderson,Financial Advisor,Morgan Stanley Reading PA 1350 Broadcasting Rd,michael.ward.anderson@morganstanley.com,,Salesforce
11184681,Inactive Investor,Feng Zheng,,"MML Investors Services, LLC New York NY 2 Mott St",fzheng@financialguide.com,,Salesforce
9577317,,isaac choi,,,choijoon76@yahoo.com,,List import
10936080,Inactive Investor,Christopher Darnell,Wealth Advisor,LPL Financial LLC Monument CO Private Residence,christopher.darnell@lpl.com,,Salesforce
10997292,Inactive Investor,Zachary Farrer,,Stephens Atlanta GA 3344 Peachtree Rd NE,zfarrer@stephens.com,,Salesforce
10979336,Inactive Investor,Alexis Davis,,NYLIFE Securities LLC,adavis@eaglestrategies.com,,Salesforce
10883256,Inactive Investor,Van Whiting,Chief Compliance Officer;Principal,OneMoney,,,Salesforce
11004336,Inactive Investor,Kamila Kowalska,,PFS Investments Inc. Saint Petersburg FL 150 Pinellas Bayway S,,,Salesforce
11167121,Inactive Investor,Amanda Moerch,,Thrivent Investment Management Inc.,amanda.moerch@thrivent.com,,Salesforce
9623698,,asdf sdfdsaf,,,dsafds@sdsaf.com,,List import
10977444,Inactive Investor,Niyaa Hill,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",niyaa.hill@tiaa.org,,Salesforce
10990768,Inactive Investor,Ting Xu,,J.P. Morgan Securities LLC Lutherville Timonium MD 2446 York Rd,ting.xu@jpmorgan.com,,Salesforce
232050,, -,,[[Unknown]],dcjgonza@hotmail.com,,
10798182,Inactive Investor,Robert Walker,,The O.N. Equity Sales Company Westlake Village CA 32515 Bowman Knoll Dr,bobwalker@onesco.net,,Salesforce
10964284,Inactive Investor,Thyjuan Minor-Jones,,J.P. Morgan Securities LLC Inglewood CA 3520 W Century Blvd,thyjuan.minor-jones@jpmorgan.com,,Salesforce
10922705,Inactive Investor,Michael Illenberger,,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",michael.illenberger@firsthorizon.com,,Salesforce
11062982,Inactive Investor,Gail Fernandez,Financial Advisor,"Osaic Wealth, Inc. Chesterfield MO 16020 Swingley Ridge Rd",,,Salesforce
233457,, -,,[[Unknown]],dconnor972@gmail.com,,Event
11056935,Inactive Investor,Cindy Aguilera,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",cindy.aguilera@robinhood.com,,Salesforce
9615273,,shinchul park,,,sc93zzang@naver.com,,List import
11059372,Inactive Investor,Angel Mcclarey,Chief Compliance Officer;Investment Advisor;Member;Principal,"Milestone Investment Advisors, LLC",angel@milestoneia.com,,Salesforce
11190868,Inactive Investor,Lin Shen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",cshen@ml.com,,Salesforce
9610964,,Kami Tsang,,,kami.zeng@elitecapital-group.com,,List import
9319670,,Tanvir Ahmed,,,jannahandeesa@gmail.com,,Web Form Fillout
10619647,,Joy Wink,,,joy.wink@northrockpartners.com,,List Import
11196005,Inactive Investor,Eric Foster,Director - Institutional Services;Member,"PYA Waltman Capital, LLC",efoster@pyawaltman.com,,Salesforce
10943900,Inactive Investor,Charles Saunders,,"MML Investors Services, LLC San Jose CA 2150 N 1st St",charlessaunders@financialguide.com,,Salesforce
11229365,Inactive Investor,Alvaro Flores Flores,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
9603936,,Dinesh Nagar,,,dishimd@gmail.com,,List import
9585067,,Dan Weisman,,,daniel.s.weisman@jpmorgan.com,,List import
10856309,Inactive Investor,James Orzech,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",james.orzech@raymondjames.com,,Salesforce
11054970,Inactive Investor,Jason Maniscalco,Financial Advisor,Morgan Stanley Winter Park FL 250 S Park Ave,,,Salesforce
11021258,Inactive Investor,Richard Harwood,,"MML Investors Services, LLC Walpole MA 896 Main St",,,Salesforce
10907381,Inactive Investor,Jason Baird,Investment Advisor Representative,"Osaic Wealth, Inc. Utica MI 8300 Hall Rd",,,Salesforce
10756140,Inactive Investor,Christian Giardini,,"Northwestern Mutual Investment Services, LLC Westlake OH 159 Crocker Park Blvd",christian.giardini@nm.com,,Salesforce
10857661,Inactive Investor,Richard Ward,Chief Investment Officer;Managing Member,"Curated Wealth Partners, LLC",,,Salesforce
9632693,,janet wolff,,,janetlmwolff@gmail.com,,List import
10927628,Inactive Investor,Matthew Gross,,State Farm VP Management Corp. Western Springs IL 800 Hillgrove Ave,matt.gross.m7en@statefarm.com,,Salesforce
11103720,Inactive Investor,Catherine Hopper,Financial Consultant,Stephens,chopper@stephens.com,,Salesforce
10996217,Inactive Investor,Shaunita Kelly,,J.P. Morgan Securities LLC West Palm Beach FL 2959 N Military Trl,shaunita.kelly@jpmorgan.com,,Salesforce
11064295,Inactive Investor,Tony Wu,,J.P. Morgan Securities LLC Seattle WA 600 5th Ave S,tony.wu@jpmorgan.com,,Salesforce
158694,,Marcin Wojtaszczyk,,[Unknown],mwojtaszczyk@gmail.com,,Organic Search
10487124,,Antonio Loeza,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",antonio.loeza@ml.com,,List Import
10979432,Inactive Investor,Willie Bell,,Innovation Partners LLC,wbell@innovationpartnersllc.com,,Salesforce
11002072,Inactive Investor,Jonathan Renshaw,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",jonathan.renshaw@nm.com,,Salesforce
11077839,Inactive Investor,Ngozi Ifesineke,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9634749,,Emily Guthrie,,,eguthrie@financialfair.com,,List import
349337,,Jay Pinto,Professional Experience,"Summit Asset Management, Llc",jay@summitplanninggroup.com,203-483-3313,Manual List Upload
10871470,Inactive Investor,Leondre Quallo,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9609600,,hay Xu,,,kiwiousmetal@gmail.com,,List import
10846094,Inactive Investor,Mark Beatini,Senior Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,mark.m.beatini@jpmorgan.com,,Salesforce
10798883,Inactive Investor,Michael Curatolo,Financial Advisor,"Osaic Wealth, Inc. Buffalo NY 5350 Main St",,,Salesforce
9642949,,Ben Slavin,,,bslavin23@yahoo.com,,List import
9626528,,Nigel Vennell,,,nigelvennell@protonmail.com,,List import
10936154,Inactive Investor,Nicholas Fischer,Financial Advisor,Brighton Securities Corp.,nfischer@brightonsecurities.com,,Salesforce
148539,,Baner Banex,,[Unknown],banevidakovic@yahoo.com,,
10962099,Inactive Investor,Amani Abdelhamid,,"Wells Fargo Clearing Services, LLC Hollywood FL 2603 N Hiatus Rd",,,Salesforce
10861791,Inactive Investor,Miguel Sotelo Jaime,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Palma CA 5531 La Palma Ave",mike.jaime@ml.com,,Salesforce
124933,,Titus Harris,Managing Director of the Wealth Management Group,"U.s. Capital Wealth Advisors, Llc",tharris@uscallc.com,713-366-0583,
9638915,,Thorne Perkin,,,tperkin@papamarkou.com,,List import
11098914,Inactive Investor,William Beynon,Chief Executive Officer;Managing Member;President,CWA Asset Management Group,amanda@capitalwealthadvisors.com,,Salesforce
11148513,Inactive Investor,Marc Friedman,,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",,,Salesforce
11091567,Inactive Investor,Kevin Rice,,Fidelity Brokerage Services LLC,kevin.rice@fidelity.com,,Salesforce
9603394,,Gary Chamberlain,,,garypchamberlain@gmail.com,,List import
9635342,,Elliot Bell,,,ebell@ta.com,,List import
10872723,Inactive Investor,Nicolas Park,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10868559,Inactive Investor,Peter Wilson,Executive Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,peter.j.wilson@jpmorgan.com,,Salesforce
11007143,Inactive Investor,Theresa Rose Bolen,,LPL Financial LLC Knoxville TN 107 Dalton Place Way,theresa-rose.bolen@lpl.com,,Salesforce
11221840,,Michael Sedam,,,msedam@commonwealth.com,,List Import
11034895,Inactive Investor,Ronald Less,,"Allstate Financial Services, LLC North Royalton OH 6052 Royalton Rd",ronlessjr@allstate.com,,Salesforce
10646595,,Philip Hyatt,,,philip.hyatt@equitable.com,,List Import
11060513,Inactive Investor,Dillon Deantonio,Financial Advisor,Edward Jones Collegeville PA 400 Campus Dr,dillon.deantonio@edwardjones.com,,Salesforce
9609328,,David Draper,,,dwdraper11@gmail.com,,List import
10804993,Inactive Investor,Bruce Risler,,LPL Financial LLC Blue Bell PA 5 Valley Sq,bruce.risler@lpl.com,,Salesforce
125171,,Emily Smith,,"Williams Jones Wealth Management, Llc",emilysmith808@gmail.com,14157577441,
11064144,Inactive Investor,Larry McCarty,Financial Advisor,Commonwealth Financial Network Anaheim CA 180 N Riverview Dr,lmccarty@commonwealth.com,,Salesforce
10936256,Inactive Investor,Warren Locke,Financial Advisor,"Ameriprise Financial Services, LLC Chico CA 2064 Talbert Dr",warren.locke@ampf.com,,Salesforce
11157912,Inactive Investor,Jacob Hybert,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jacob_hybert@vanguard.com,,Salesforce
10776039,Inactive Investor,Anne Johnson,,"Citizens Securities, Inc. Belleville MI 105 Main St",anne.johnson@citizenssecurities.com,,Salesforce
11059791,Inactive Investor,Turner Yount,,Thrivent Investment Management Inc. Concordia MO 730 S Main St,turner.yount@thrivent.com,,Salesforce
348738,,Tyler Hollis,Relationship Manager,"SunTrust Advisory Services, Inc.",tyler.hollis@suntrust.com,615-748-5007,
11061689,Inactive Investor,Kathy Barrett,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,kathy.barrett@primerica.com,,Salesforce
11177487,Inactive Investor,Lorilee Leong,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lorilee_leong@vanguard.com,,Salesforce
11081217,Inactive Investor,Edward Venezia,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",ed.venezia@wellsfargoadvisors.com,,Salesforce
223473,,Tariq Zahir,CIO,Tyche Capital,tzahir@tycheadvisors.com,,
10837026,Inactive Investor,Gary Dunco,Private Wealth Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",gdunco@ampf.com,,Salesforce
10825887,Inactive Investor,Carol Sandlin,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",carol.a.sandlin@ml.com,,Salesforce
9579072,,Mitchell Berman,,,mitchell.berman@huntington.com,,List import
11011400,Inactive Investor,John Riggs,,"Lion Street Financial, LLC",jriggs@lionstreet.com,,Salesforce
10997785,Inactive Investor,Ivey Lopez,Associate,Edward Jones Phoenix AZ 25155 N 67th Ave,,,Salesforce
10887196,Inactive Investor,Guy Thompson,,LPL Financial LLC Searcy AR Private Residence,marty.thompson@lpl.com,,Salesforce
9642806,,Justin Witkin,,,jwitkin@awkolaw.com,,List import
10760699,Inactive Investor,Kory Altheide,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",kory.altheide@wellsfargoadvisors.com,,Salesforce
10833167,Inactive Investor,Kenneth Hopkins,Financial Advisor,Edward Jones Washington DC 470-490 Lenfant Plz SW,kenneth.hopkins@edwardjones.com,,Salesforce
10892892,Inactive Investor,Stuart Morrice,Associate Financial Advisor;Financial Advisor;Portfolio Manager,"RBC Capital Markets, LLC Portland OR Private Residence",stuart.morrice@rbc.com,,Salesforce
9544967,,Daniel Schwartz,,,dlschwartz18@gmail.com,,List import
9632223,,Randall Ekvall,,,rekvall@gmail.com,,List import
10944029,Inactive Investor,Philip Milner,Managing Member,"Norberg Capital Management, LLC",phil@norbergcapital.com,,Salesforce
242693,,Stefan Nigam,Legal and Regulatory Counsel,[Unknown],stefan.nigam@kambi.com,,Database Upload
11117704,Inactive Investor,John Horner,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mobile AL 532 Boulevard Park W",jhorner@wfafinet.com,,Salesforce
11034886,Inactive Investor,Alex Johnson,,PFS Investments Inc. Las Vegas NV 7955 W Sahara Ave,alex.johnson@primerica.com,,Salesforce
9625240,,Edward May Jr,,,edmayjr@hotmail.com,,List import
11233737,Inactive Investor,Jordan Tahi,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9643229,,David Goodrich,,,davidmgoodrichsr@gmail.com,,List import
10989747,Inactive Investor,Patricia Piceno Mendez,,J.P. Morgan Securities LLC Harbor City CA 920 Sepulveda Blvd,patricia.piceno@jpmorgan.com,,Salesforce
10494139,,Kevin Toscano,,Jane Street,ktoscano@janestreet.com,,List Import
9556300,,Louis Lauliac,,,louis.lauliac@gmail.com,,List import
11016040,Inactive Investor,Sunggeun Kim,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,skim28@ft.newyorklife.com,,Salesforce
11234257,Inactive Investor,William Ramires,,"B.B. Graham & Company, Inc. Lake Forest CA 27 Orch",,,Salesforce
241186,Inactive Investor,Marina Girshin,,State Street Global Advisors,marina_girshin@ssga.com,(203) 326-2300,Database Upload
10758096,Inactive Investor,Vahe Baban,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,vahe.baban@morganstanley.com,,Salesforce
10505889,,Andrew Gregory,Financial Advisor,IFP,Gregory@LMFG.net,405-562-4528,List import
10489596,,Harry Chamness,"Group Manager, Investment Advisor, Investment Counselor",Fisher Investments,h.chamness@fi.com,,List Import
10722977,,shimin chan,,,chenshimin96@yahoo.com.hk,,Web Form Fillout
11003628,Inactive Investor,Gerald Gugger,,"Manning & Napier Investor Services, Inc.",ggugger@manning-napier.com,,Salesforce
11237164,Inactive Investor,Ansel Davis,Managing Director;Senior Wealth Advisor,"Edge Capital Group, LLC Nashville TN Private Residence",adavis@edgecappartners.com,,Salesforce
10959191,Inactive Investor,John Fink,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,,,Salesforce
9592287,,Chris Hendrickson,,,icuski2@yahoo.com,,List import
10844799,Inactive Investor,Gilbert Cervelli,Associate Financial Advisor;Senior Vice President;Vice President,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,gcervelli@rwbaird.com,,Salesforce
10622763,,Tokyo also,,,tokyoalso@outlook.com,,Web Form Fillout
9573696,,Christopher Manivong,,,cmanivong90@yahoo.com,,List import
10787103,Inactive Investor,Audrey Blardone,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,audrey.neverauskas@gs.com,,Salesforce
11128107,Inactive Investor,Francisco Marin,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9590426,,Seth Priestle,,,spriestle@pencorp.com,,List import
202019,,Don Nowak,,[Unknown],donnowakjr@gmail.com,,Direct
10879214,Inactive Investor,Manohar Khatri,,"Charles Schwab & Co., Inc. Brookfield WI 15375 W Bluemound Rd",,,Salesforce
10900848,Inactive Investor,Lori Whitt,,"Empower Financial Services, Inc Wilbraham MA Private Residence",lori.whitt@empower.com,,Salesforce
9640406,,Joe Smith,,,smithj@gonzaga.edu,,List import
9575713,,Charles Jimerson,,,buddy.jimerson@sunbeltsecurities.com,,List import
9602578,,Eli Zapata,,,elizapata505@gmail.com,,List import
11212907,Inactive Investor,Hannah Zwemke,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",hannah.zwemke@ml.com,,Salesforce
234753,, -,,[[Unknown]],joel.d.beckett@gmail.com,,
10890965,Inactive Investor,Joe Bright,,"Cambridge Investment Research, Inc. Friendwood TX Private Residence",,,Salesforce
11038070,Inactive Investor,Craig Patterson,,"Osaic Wealth, Inc. Lancaster PA 22 Millersville Rd",,,Salesforce
9563087,,Paul Ellis,,,paul@paulellisconsulting.com,,List import
11147392,Inactive Investor,Kourosh Kamy,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",,,Salesforce
9603724,,Tom Garner,,,tommyg76@gmail.com,,List import
9599389,,Ashish Dwivedi,,,electronicmail.ashish@gmail.com,,List import
57586,,Thomas Stclair,Senior Financial Advisor,"VALIC Financial Advisors, Inc.",thomas.stclair@valic.com,850-477-0063,
10757490,Inactive Investor,Richard Walters,Chief Compliance Officer;Founder;President;Super Account Administrator,Comprehensive Financial Planning Inc,rwalters@compcos.com,,Salesforce
11091792,Inactive Investor,Frank Scozzafava,Financial Professional,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",frank.scozzafava@prudential.com,,Salesforce
11182277,Inactive Investor,John Feroldi,Managing Director,Abraham Financial Advisors LLC,john.feroldi@abrahamfinancialadvisorsllc.com,,Salesforce
9625010,,Dario Ovejero,,,ovejeromd@gmail.com,,List import
11232804,Inactive Investor,Tina Harmier,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",tina.harmier@wellsfargoadvisors.com,,Salesforce
341857,,Raymond Bell,Advanced Insurance Consultant,The Wealth Consulting Group,rbell@wealthcg.com,702-263-1919,Manual List Upload
11025159,Inactive Investor,Jessica Sechrist,,PFS Investments Inc. Ventura CA 701 E Santa Clara St,jsechrist@primerica.com,,Salesforce
9612062,,Hai Nguyen,,,androidcoder.vn@gmail.com,,List import
10899701,Inactive Investor,Jens Fonnesbeck,,"Raymond James Financial Services, Inc. Denver CO 3773 E Cherry Creek North Dr",jens.fonnesbeck@raymondjames.com,,Salesforce
10756417,Inactive Investor,Kimby O'Briant,Vice President,Stephens Conway AR 703 Chestnut St,kobriant@stephens.com,,Salesforce
11137665,Inactive Investor,Gregory Rhines,Chief Compliance Officer;Managing Member;President,Wealth Builders Financial Group LLC,,,Salesforce
11084262,Inactive Investor,Joseph Cook,,"Osaic Wealth, Inc. Johns Island SC Private Residence",,,Salesforce
11092563,Inactive Investor,Kenneth Eilers,,"Pinnacle Investments, LLC East Granby CT 5 Creamery Brk",keilers@pinnacle-llc.com,,Salesforce
11203136,Inactive Investor,Berkley Forbes,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,berkley.forbes@primerica.com,,Salesforce
9570334,,Matthew Mark,,,mattmark@jet-capital.com,,List import
10901653,Inactive Investor,James Ortega,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",james.ortega@wellsfargo.com,,Salesforce
11034569,Inactive Investor,Andrew Eaton,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,andrew.eaton@primerica.com,,Salesforce
11165877,Inactive Investor,Jeffery Atwell,Financial Advisor,LPL Financial LLC Burleson TX 279 W Hidden Creek Pkwy,jeffery.atwell@lpl.com,,Salesforce
10975773,Inactive Investor,Maria Grieco,Financial Representative,"Principal Securities, Inc. Houston TX 1900 West Loop S",grieco.maria@principal.com,,Salesforce
9575287,,Karen Holmes,,,krnhlms@gmail.com,,List import
11191584,Inactive Investor,Eric Loeza-Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 10700 Midlothian Tpke",,,Salesforce
10786217,Inactive Investor,Anita Niefeldt,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,anita.niefeldt@fmr.com,,Salesforce
10790869,Inactive Investor,Jeffrey Brisben,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",jeff_brisben@ml.com,,Salesforce
9575100,,JB DeGroft,,,jb.degroft@fundstrat.com,,List import
10825259,Inactive Investor,Rachael Nimmo,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Janesville WI 22 S Jackson St",,,Salesforce
10887515,Inactive Investor,Geoffrey Sebold,,OneDigital Investment Advisors Newbury Park CA 973 Via Heraldo,,,Salesforce
10869584,Inactive Investor,Yu Ying,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10954947,Inactive Investor,William Philpott,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",william.philpott@tiaa.org,,Salesforce
349298,,Kevin Gormley,Chief Financial Officer,Leading Edge Financial Planning Llc,kevin@leadingedgeplanning.com,865-240-2292,Manual List Upload
9580888,,Leslie Jones,,,ljones@towerwealthmanagers.com,,List import
9573447,,Nico Morgia,,,nmorgia@hightoweradvisors.com,,List import
10882520,Inactive Investor,Daniel Bosarge,,Edward Jones Rome GA 200 E 11th St SE,daniel.bosarge@edwardjones.com,,Salesforce
10606351,,Christopher Lazos,"Financial Advisor, Managing Director - Investments, Portfolio Manager",Oppenheimer & Co. Inc.,christopher.lazos@opco.com,212-699-7800,List Import
10796048,Inactive Investor,Christopher Dacey,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,christopher.dacey@lpl.com,,Salesforce
10935932,Inactive Investor,Allen Yee,,United Planners' Financial Services of America A Limited Partner South Pasadena CA 1499 Huntington Dr,,,Salesforce
11036438,Inactive Investor,Richard O'Connor,,"Allstate Financial Services, LLC Saint Augustine FL 157 Hampton Point Dr",richardoconnor@allstate.com,,Salesforce
11016590,Inactive Investor,Anthony Meyer,,"Osaic Institutions, Inc. Grand Forks ND 401 Demers Ave",,,Salesforce
10916754,Inactive Investor,Quincey Glupker,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,quincey.glupker@fmr.com,,Salesforce
9623016,,Jahmarley Palmer,,,drewfro5t890@gmail.com,,List import
11067494,Inactive Investor,Elisa Agosto,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,elisa.agosto@fidelity.com,,Salesforce
10833942,Inactive Investor,Zachary Wild,Financial Advisor,Edward Jones Erie PA 2701 Evanston Ave,zachary.wild@edwardjones.com,,Salesforce
9605231,,Elise Lee,,,elee@federatedinv.com,,List import
10869152,Inactive Investor,Alexander Elkin,Financial Consultant,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,alexander.elkin@lpl.com,,Salesforce
11034491,Inactive Investor,Kristin Daniel,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,kbyrd@ft.newyorklife.com,,Salesforce
10357930,,Rafael Gomez,,,demanuel@gmail.com,,Web Form Fillout
11259865,Inactive Investor,Nicholas Scalora,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
10646025,,Nicholas Clementi,,,nclementi@peakstone.com,,List Import
10809141,Inactive Investor,Edward Jonaitis,,LPL Financial LLC Grand Rapids MI 5242 Plainfield Ave NE,ed.jonaitis@lpl.com,,Salesforce
9580858,,Jesus Boysselle,,,jesus.boysselle@usaa.com,,List import
11231664,Inactive Investor,Jaeden Flagg,,Fidelity Brokerage Services LLC,,,Salesforce
10486751,,Joseph Marshall,Senior Vice President - Investments,"Raymond James & Associates, Inc.",joe.marshall@raymondjames.com,,List Import
10792036,Inactive Investor,Paul Coldagelli,,"Raymond James Financial Services, Inc. Brookfield WI 13890 Bishops Dr",paul.coldagelli@raymondjames.com,,Salesforce
9604636,,Mohammad ali,,,mdali17@gmail.com,,List import
11201768,Inactive Investor,Steven Herrmann,Financial Consultant,LPL Financial LLC Chicago IL 200 W Adams St,steven.herrmann@lpl.com,,Salesforce
10881451,Inactive Investor,Jenna Burke,Client Partner;Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,,,Salesforce
86589,,Greg Roemer,Financial Consultant,Thrivent Investment Management Inc.,greg.roemer@thrivent.com,202-249-9886,
10768409,Inactive Investor,Holly Huebsch,Financial Advisor,"Ameriprise Financial Services, LLC Henrico VA 3951 Westerre Pkwy",holly.a.huebsch@ampf.com,,Salesforce
10616755,,James Ruddy,,,james.r.ruddy@ml.com,,List Import
10487530,,Sands Chipman,,Morgan Stanley,sands.chipman@morganstanley.com,,List Import
11209016,Inactive Investor,Daniel Duffy,Financial Advisor,"CUSO Financial Services, L.P. Las Vegas NV 3630 E Tropicana Ave",,,Salesforce
11139545,Inactive Investor,John Hannan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jack.hannan@fmr.com,,Salesforce
348864,,Jo Crofford,Vice President,"Jma Financial Advisors, Inc.",jcrofford@jmafinancialadvisors.com,972-541-1121,Manual List Upload
9556056,,Jora Cardan,,,bbboldur@gmail.com,,List import
11211408,Inactive Investor,James Bogdan,Financial Advisor,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",jbogdan@royalaa.com,,Salesforce
334856,,Brent Brinker,Financial Advisor,"Mbe Wealth Management, Llc",brent.brinker@mbewealth.com,608-372-5521,Manual List Upload
10887051,Inactive Investor,Cameron Cole,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",cameron.cole@bernstein.com,,Salesforce
9599906,,Michael Latinis,,,michael.latinis@thinkingbeyond.com,,List import
11112433,Inactive Investor,Daphne Martin,Senior Vice President,D.A. Davidson & Co. Encino CA 16130 Ventura Blvd,dcmartin@dadco.com,,Salesforce
11162802,Inactive Investor,William Hudson,Financial Advisor,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",bill.f.hudson@wellsfargo.com,,Salesforce
11158544,Inactive Investor,Adam Goldenberg,Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,adam.goldenberg@corient.com,,Salesforce
10852165,Inactive Investor,Braden Botkin,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,brady.botkin@lpl.com,,Salesforce
11117600,Inactive Investor,Frank Longobardi,Financial Advisor,LPL Financial LLC Glastonbury CT 180 Glastonbury Blvd,frank.longobardi@lpl.com,,Salesforce
11017113,Inactive Investor,Thomas Hayes,,J.P. Morgan Securities LLC Brooklyn NY 2100 Linden Blvd,thomas.hayes@jpmorgan.com,,Salesforce
10781700,Inactive Investor,Nathan Gibson,Financial Consultant,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",nathan.gibson@wellsfargoadvisors.com,,Salesforce
11059893,Inactive Investor,Ingrid Morgan,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,ingrid.e.morgan@jpmorgan.com,,Salesforce
10976463,Inactive Investor,Jose Chavez,,PFS Investments Inc. San Diego CA 3954 Murphy Canyon Rd,jchavez@primerica.com,,Salesforce
173940,,Jeffey Sun,,[Unknown],zsuswy@gmail.com,,Paid Social
9627351,,Noel Knaepen,,,noelknaepen74@gmail.com,,List import
11135985,Inactive Investor,Dakotah Hutkin,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
11011876,Inactive Investor,Douglas Blas,,Edward Jones,douglas.blas@edwardjones.com,,Salesforce
11039759,Inactive Investor,Jeffrey Mull,,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,jeffrey.mull@ubs.com,,Salesforce
9542077,,Bahram Khandan,,,bkhandan@gmail.com,,List import
11121080,Inactive Investor,Colleen Kelley,,State Farm VP Management Corp. Sandy UT 10923 S State St,,,Salesforce
11172718,Inactive Investor,David Triezenberg,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",dave.triezenberg@nm.com,,Salesforce
10782671,Inactive Investor,Christopher Stagnone,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.stagnone@fidelity.com,,Salesforce
10996713,Inactive Investor,Mateaia Lovejoy,,"Wells Fargo Clearing Services, LLC",,,Salesforce
334150,,Debra Minkler,Managing Member,Paladin Wealth Partners,dminkler@paladinwp.com,515-348-6080,Manual List Upload
9586851,,Lant Webb,,,lant.webb@stokerostler.com,,List import
10805207,Inactive Investor,Dayle Scheinman,Retirement Plan Consultant,LPL Financial LLC Frisco TX Private Residence,dayle.scheinman@lpl.com,,Salesforce
11004457,Inactive Investor,Oscar Rodriguez,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",oscar.w.rodriguez@nm.com,,Salesforce
9636815,,Jonathan Cahill,,,cahillj@meetgirard.com,,List import
10823018,Inactive Investor,Francis Adams,,"Raymond James Financial Services, Inc.",francis.adams@raymondjames.com,,Salesforce
10810664,Inactive Investor,James Vicenzi,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Portland ME 1 City Ctr,james.vicenzi@ubs.com,,Salesforce
10815209,Inactive Investor,Adam Ehrlich,Financial Advisor;First Vice President,Morgan Stanley Hauppauge NY 888 Veterans Hwy,adam.ehrlich@morganstanley.com,,Salesforce
11195993,Inactive Investor,Suzanne Brodersen,,State Farm VP Management Corp. Warsaw MO 1605 Sunchase Dr,suzie.brodersen.l02m@statefarm.com,,Salesforce
10966795,Inactive Investor,Nadeen Allen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11124844,Inactive Investor,Robert Bakos,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
10962451,Inactive Investor,Michael Cweigenberg,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
1002339,Inactive Investor,Xian Wong,"Tax, Financial Services Manager","Cooper/haims Advisors, Llc",xwong@cooperhaims.com,(585) 248-6400,Manual List Upload
11170984,Inactive Investor,Sonya Legg,,Cetera Advisor Networks LLC Lavonia GA 215 Hartwell Rd,leggs@ceteranetworks.com,,Salesforce
11196352,Inactive Investor,James Valenzuela,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11115815,Inactive Investor,Scott Thomas,,Cetera Advisors LLC Greensboro NC 400 Bellemeade St,scott.thomas@ceteraadvisors.com,,Salesforce
332879,,Nathan Norman,"Director, Alternative Investments",Pin Oak Investment Advisors,nathan@pinoak.com,,
10891549,Inactive Investor,Armando Campos,,"Wells Fargo Clearing Services, LLC Santa Barbara CA 1482 E Valley Rd",armando.campos@wellsfargo.com,,Salesforce
9582610,,Erica Gulick,,,erica@amiinvestment.com,,List import
9611401,,Paul Yates,,,pyates@cfgllc.com,,List import
9571551,,Raelynn Harlach,,,raelynn.harlach@valic.com,,List import
10776476,Inactive Investor,Steven Moore,,"Raymond James Financial Services, Inc. Towson MD 505 Baltimore Ave",steven.moore@raymondjames.com,,Salesforce
10785963,Inactive Investor,Craig Bolanos,Chief Executive Officer;Founding Partner;Regulatory Contact;Wealth Advisor,"Wealth Management Group, L.L.C.",craig.bolanos@investwithwmg.com,,Salesforce
11181733,Inactive Investor,Jordan Hamilton,,Morgan Stanley Oak Brook IL 2211 York Rd,,,Salesforce
11231388,Inactive Investor,Maria Dellaerochamorro,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,maria_dellaerochamorro@vanguard.com,,Salesforce
9633805,,Michael Tantleff,,,michaelt@mtsb.com,,List import
11224959,Inactive Investor,Joshua Burgan,"Director, Alternatives",Sapient Capital LLC,jburgan@sapientcapital.com,317-719-0157,Salesforce
11125649,Inactive Investor,Mark Person,,Stonex Securities Inc. Richmond VA Private Residence,,,Salesforce
11006280,Inactive Investor,Michael Cristiano,,National Bank of Canada Financial Inc.,,,Salesforce
10875181,Inactive Investor,Andrew Phillips,Financial Advisor,"Ameriprise Financial Services, LLC Severna Park MD 877 Baltimore Annapolis Blvd",andrew.phillips@ampf.com,,Salesforce
11229421,Inactive Investor,Alex Guggisberg,,William Blair,,,Salesforce
11006853,Inactive Investor,Jennifer Iranon,Financial Advisor,Morgan Stanley Tacoma WA 1301 A St,jennifer.iranon@morganstanley.com,,Salesforce
10795352,Inactive Investor,Cort Meinelschmidt,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President;Shareholder,Sentinel Capital Solutions,cortm@sentinelcapitalsolutions.com,,Salesforce
9600564,,Dianne Martin,,,dianne@maringroup.com,,List import
10765581,Inactive Investor,Kimberly Kessing,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,kimberly.a.kessing@morganstanley.com,,Salesforce
10950736,Inactive Investor,Sarah Stineman,,"FBL Marketing Services, LLC Davenport IA 2720 W Locust St",sarah.stineman@fblfinancial.com,,Salesforce
11079130,Inactive Investor,A Brown,,Huntleigh Securities Corporation Greenwood AR 14 Town Sq,acbrown@hntlgh.com,,Salesforce
10999188,Inactive Investor,Mellonie Warren,,PFS Investments Inc. Palm Beach Gardens FL 7711 N Military Trl,melloniei.warren@primerica.com,,Salesforce
195794,,Nathan Payne,,[Unknown],nathancpayne@hotmail.com,,source
11174453,Inactive Investor,Katie Barnes,,J.P. Morgan Securities LLC Oak Hill WV 215 Main St,katie.a.barnes@jpmorgan.com,,Salesforce
346211,,Siobhan Flannery,Vice President,"Timessquare Capital Management, Llc",siobhan.flannery@tscmllc.com,180-054-15156,Manual List Upload
10951070,Inactive Investor,Heidi Neuberg,,"The Investment Center, Inc. Chester NJ 245 Main St",hneuberg@investmentctr.com,,Salesforce
9586579,,Gregory Addison,,,greg.addison@suntrust.com,,List import
209576,,Scott Ahn,,Main Street Advisors,sahn@mainstreetadvisors.com,(310) 778-2232,Organic Search
11161614,Inactive Investor,Robert Silverman,,Cetera Advisor Networks LLC San Francisco CA 1250 Jones St,silvermanr@ceteranetworks.com,,Salesforce
351679,,Courtney Hoyes,Private Wealth Associate,"Verdence Capital Advisors, Llc",choyes@verdence.com,410-472-5380,Manual List Upload
9583827,,Don Burpee,,,donburpee@gmail.com,,List import
9546274,,Barry DeBruin,,,debruinconsulting@gmail.com,,List import
11078328,Inactive Investor,Jorje Godina,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10826284,Inactive Investor,Ryan Sheppard,Client Service Associate,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,ryan.sheppard@ubs.com,,Salesforce
9647501,,Michael C,,,michael.choe99@gmail.com,,List import
11019572,Inactive Investor,Laura Lightbourn,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10896311,Inactive Investor,Thomas Grant,Private Client Advisor,J.P. Morgan Securities LLC Lansing MI 201 S Washington Sq,thomas.b.grant@jpmorgan.com,,Salesforce
11000227,Inactive Investor,Heesam Park,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,hpark02@ft.newyorklife.com,,Salesforce
10906325,Inactive Investor,Nicholas Pateros,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,nicholas.pateros@jpmorgan.com,,Salesforce
10806058,Inactive Investor,Brian Lacrosse,,GWN Securities Inc. Torrance CA 21515 Hawthorne Blvd,blacrosse@gwnsecurities.com,,Salesforce
9639379,,Goto Raito,,,r.goto@blackhills.co.jp,,List import
11221095,,Derek Platt,,,dplatt@wealthenhancement.com,,List Import
11204702,Inactive Investor,Chris Tabay,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",chris_tabay@ml.com,,Salesforce
10885312,Inactive Investor,Tyler Green,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
11099710,Inactive Investor,Nicole Boike,Chief Operating Officer;Director - Planning,"Woodmont Investment Counsel, LLC",nicole@woodmontcounsel.com,,Salesforce
10989842,Inactive Investor,Thomas Taplin,,Key Investment Services LLC Liverpool NY 301 2nd St,thomas_taplin@keybank.com,,Salesforce
11190503,Inactive Investor,Alexander Smith,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
217460,,Ryan Kim,,[Unknown],ryan.kim@falconx.io,,
10596249,Inactive Investor,Kevin Corbett,,Mariner Wealth,kevin.corbett@marinerwealth.com,,Web Form Fillout
11067895,Inactive Investor,Thomas Johnson,Private Wealth Manager,Evolution Wealth Management Inc.,,,Salesforce
204484,,E D,,[Unknown],eduard.fidler12@gmail.com,6178954444,
10817635,Inactive Investor,Marc Maguire,,J.P. Morgan Securities LLC Clovis CA 1117 N Willow Ave,marc.a.maguire@chase.com,,Salesforce
148457,,david schmid,,[Unknown],davidmarcusschmid@yahoo.ca,,
11129339,Inactive Investor,Allen Weaver,Investment Advisor;Owner,"J. H. McKewen III & Associates, LLC",weavera@jhmckewen.com,,Salesforce
11020133,Inactive Investor,David Reyes,Financial Planning Director;Wealth Advisor,"Intelligence Driven Advisers, LLC",david.reyes@idawealth.com,,Salesforce
10914994,Inactive Investor,Robert Marlow,,NYLIFE Securities LLC Spring TX 19627 Holzwarth Rd,rmarlow@ft.newyorklife.com,,Salesforce
10959367,Inactive Investor,Julie Patterson-D'Angelo,,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
10815636,Inactive Investor,William Tarallo,Managing Principal;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",bill.tarallo@wfafinet.com,,Salesforce
10696028,,John Hourigan,,BNY Mellon,john.hourigan@bnymellon.com,,List Import
11163771,Inactive Investor,Raymond Tenpenny,Financial Advisor,Edward Jones Scottsdale AZ 16435 N Scottsdale Rd,raymond.tenpenny@edwardjones.com,,Salesforce
11207281,Inactive Investor,Ian Beresford,,"Raymond James Financial Services, Inc.",ian.beresford@raymondjames.com,,Salesforce
11141815,Inactive Investor,Christopher Cochrane,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",chris.cochrane@wellsfargoadvisors.com,,Salesforce
10860734,Inactive Investor,Paul Eiting,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Omaha NE Private Residence",paul.eiting@tiaa.org,,Salesforce
9585760,,Joshua Togger,,,jtogger@heritagewealth.net,,List import
10779304,Inactive Investor,Daniel Hord,Partner;Vice President,Rothschild Investment LLC,,,Salesforce
10997230,Inactive Investor,William Chronister,Financial Advisor,Edward Jones Delmar NY 5 Elm Ave,william.chronister@edwardjones.com,,Salesforce
11052568,Inactive Investor,Kevin Quiros,President;Wealth Manager,HFM Wealth Management,kcquiros@hfmonline.com,,Salesforce
11255471,Inactive Investor,Joshua Gardner,Wealth Management Advisor,"Summit Global Investments, LLC Philadelphia PA Private Residence",,,Salesforce
9623543,,Jacqui McLoughlin,,,jacquimcloughlin@hotmail.co.uk,,List import
10846458,Inactive Investor,Jessica Arana,,J.P. Morgan Securities LLC Las Vegas NV 6920 Arroyo Crossing Pkwy,jessica.arana@jpmorgan.com,,Salesforce
11205829,Inactive Investor,Marvin Peterson,Senior Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Saint Louis MO 231 S Bemiston Ave",marvin.peterson@wellsfargoadvisors.com,,Salesforce
10878535,Inactive Investor,Matthew Scott,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",,,Salesforce
10790344,Inactive Investor,James Earhart,Financial Advisor,Park Avenue Securities LLC Memphis TN 6060 Primacy Pkwy,j_david_earhart@glic.com,,Salesforce
10845029,Inactive Investor,Henry McGee,,NYLIFE Securities LLC Greenville SC 1228 S Pleasantburg Dr,hmcgee@ft.newyorklife.com,,Salesforce
11211845,Inactive Investor,Molly Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",molly.g.wilson@ampf.com,,Salesforce
236530,, -,,[[Unknown]],emilroc@aol.com,,Paid Social
10823851,Inactive Investor,Ashley McNeely,Chief Financial Officer,SouthernSun Asset Management LLC,amcneely@southernsunam.com,,Salesforce
10780080,Inactive Investor,Sylvia Rodriguez,,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,sylvia.rodriguez@morganstanley.com,,Salesforce
221169,,Wieslawa Sieradzki,,[Unknown],wsieradzki@yahoo.com,,
9589594,,Willy Rosas,,,interaccionsocialgams@gmail.com,,List import
11057927,Inactive Investor,Bryan Misajon,,"Wells Fargo Advisors Financial Network, LLC Santa Ana CA 1551 N Tustin Ave",bryan.misajon@wfafinet.com,,Salesforce
10765410,Inactive Investor,Mauludin Ghafari,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Santa Clara CA 2200 El Camino Real,mauludin.ghafari@jpmorgan.com,,Salesforce
11219768,,Todd Martin,,,tmartin@timucuan.com,,Other
10644018,,Walter Gondeck,,,wgondeck@hightoweradvisors.com,,List Import
11231402,Inactive Investor,Emma Coleman,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,emma_coleman@vanguard.com,,Salesforce
11165093,Inactive Investor,Robert Coats,Retirement Planning Specialist,"Equitable Advisors, LLC Mount Vernon IL 4114 N Water Tower Pl",robert.coats@equitable.com,,Salesforce
10612084,,Kyle Nolan,"Financial Advisor, Financial Planning Specialist",,kyle.nolan@morganstanley.com,,List Import
338241,,Ellen Weed,Vice President,"Summit Financial Advisors, Inc.",ellen@sfadvisorsinc.com,513-424-6300,Manual List Upload
11058930,Inactive Investor,Brady Rouse,,"Raymond James Financial Services, Inc. Newport News VA 1 Old Oyster Point Rd",brady.rouse@raymondjames.com,,Salesforce
11025383,Inactive Investor,Maria Yusay,,"Farmers Financial Solutions, LLC Dublin CA 11700 Dublin Blvd",,,Salesforce
9562913,,Jose Hiber Orozco,,,jhiber@gmail.com,,List import
10889983,Inactive Investor,Natallia Parsons-Hrebneva,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,natalliaparsons.team@fidelity.com,,Salesforce
10644476,,Michael Weber,,,mjweber@lincolninternational.com,,List Import
11216925,,David Mizrachi,,,dmizrachi@nb.com,,Other
10825865,Inactive Investor,Jenna Dempewolf,,"Raymond James Financial Services, Inc. Hays KS 1200 Main St",jenna.dempewolf@raymondjames.com,,Salesforce
8047773,,Scott Olmsted,,,solmsted@gmail.com,7604878370,Web form fillout
9630469,,Tchaikawsky Samuels,,,tec.samuels@gmail.com,,List import
11026648,Inactive Investor,Craig James,,Cetera Financial Specialists LLC Garden City NY 600 Old Country Rd,,,Salesforce
11007547,Inactive Investor,Renz Vergara,,"Empower Financial Services, Inc Anchorage AK 3601 C St",renz.vergara@empower.com,,Salesforce
11229332,Inactive Investor,Theo Coughlin,,William Blair,,,Salesforce
10753734,Inactive Investor,Tien Cheek,Financial Advisor,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,tcheek@dadco.com,,Salesforce
10992072,Inactive Investor,Christine Jorge,,"Allstate Financial Services, LLC Hialeah FL 14750 NW 77th Ct",,,Salesforce
11173406,Inactive Investor,Ivan Sliva,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",ivan.sliva@schwab.com,,Salesforce
10658556,,Thomas Schaub,,,tschaub@calamos.com,,List Import
10900420,Inactive Investor,John Wagner,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10990745,Inactive Investor,Brian McCurdy,Financial Professional,LPL Financial LLC Rochester MI 1751 Jason Cir,brian.mccurdy@lpl.com,,Salesforce
11116113,Inactive Investor,Kyndra Landgraff,Financial Advisor;Sales Assistant,LPL Financial LLC Lagrange IN 516 S Detroit St,k.landgraff@lpl.com,,Salesforce
10785815,Inactive Investor,Jerome Zimmerer,Chief Compliance Officer;Director;Senior Advisor;Vice President,"D. Scott Neal, Inc. Louisville KY 3004 Taylorsville Rd",jerry@dsneal.com,,Salesforce
370507,,Jonathan Mueller,,United States,jrm3p@alumni.virginia.edu,,Salesforce
9621479,,rez burchenson,,,rezburch@yahoo.com,,List import
10919903,Inactive Investor,Kathleen Liiste,Owner,Context Financial Group,,,Salesforce
9573631,,Eric Pai,,,epai@skybridgecapital.com,,List import
11236909,Inactive Investor,Trevor Klugh,Associate Investment Advisor,Petso Financial Consultants LLC,,,Salesforce
9571415,,Tracy Sobehart,,,gracan.tracy@principal.com,,List import
10878112,Inactive Investor,Jason Self,Chief Compliance Officer;Founder;Managing Member;Wealth Manager,"Resonance Financial, LLC",jason@rezfin.com,,Salesforce
203765,,Christopher Steward,Owner,Steward Capital,cstewardcapital@gmail.com,4258182231,Event
11160691,Inactive Investor,Lourdes St George,,PFS Investments Inc. Montclair CA 5405 Arrow Hwy,lst-george@primerica.com,,Salesforce
4095329,,John Cameron,,,didocameron@gmail.com,,Web Form Fillout
9647956,,WALTER FLETCHER,,,wfletcher@summitfn.com,,List import
9576658,,Steven Hoffman,,,steven@pythonglobalventures.com,,List import
9540879,,Craig Schlanger,,Craig Schlanger,cschlanger@appleseedsplay.com,,List Import
9647450,,Pavel Komarovskii,,,pavel.komarovskiy@gmail.com,,List import
10909320,Inactive Investor,Gennaro Savarese,,"Independent Financial Group, LLC Maricopa AZ Private Residence",gsavarese@ifgrr.com,,Salesforce
9541445,,? ??,,,893097053@qq.com,,List import
350198,,Bob Dillon,Director,"Sc&h Financial Advisors, Inc.",bdillon@schgroup.com,410-403-1500,Manual List Upload
10866042,Inactive Investor,Laura Sillen,Founding Principal;Investment Advisor;Managing Member,"Purus Wealth Management, LLC",lsillen@puruswm.com,,Salesforce
10989788,Inactive Investor,Sean Campbell,,Fidelity Brokerage Services LLC Rockville MD 402 King Farm Blvd,,,Salesforce
10824172,Inactive Investor,William Thompson,Financial Professional,LPL Financial LLC Dayton OH Private Residence,william.s.thompson@lpl.com,,Salesforce
11129681,Inactive Investor,Scott Zelniker,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,scott.zelniker@ubs.com,,Salesforce
11081220,Inactive Investor,Todd Vucenich,Financial Advisor;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",todd.m.vucenich@wellsfargo.com,,Salesforce
10884142,Inactive Investor,Chris Cochran,,"Avantax Investment Services, Inc. Sparks NV 979 Pyramid Way",,,Salesforce
9635564,,MARK KING,,,mking@cj-fs.com,,List import
10763554,Inactive Investor,Lynn Appelman,,"Trustmont Financial Group, Inc. Bloomsburg PA 250 Schoolhouse Rd",,,Salesforce
10838680,Inactive Investor,Mark Ballew,,NYLIFE Securities LLC Auburn CA Private Residence,mballew@ft.newyorklife.com,,Salesforce
10903516,Inactive Investor,Joseph Mathew,,"Allstate Financial Services, LLC Upper Darby PA 6449 Market St",josephmathew@allstate.com,,Salesforce
10925970,Inactive Investor,Tanya Frisbee,,"Raymond James Financial Services, Inc. Asheville NC 61 N Merrimon Ave",tanya.frisbee@raymondjames.com,,Salesforce
9545507,,Niji Adelagun,,,nijiadelagun@gmail.com,,List import
11014304,Inactive Investor,Joseph Ward,Associate Financial Advisor,Financial Synergies,joe@finsyn.com,,Salesforce
10636153,,Ali Usman,,,usmanalikishimi@gmail.com,,Web Form Fillout
11013322,Inactive Investor,Ronald Ayala,,J.P. Morgan Securities LLC Beaverton OR 11190 NE Evergreen Pkwy,ronald.ayala@jpmorgan.com,,Salesforce
339128,,Benjamin Fanger,Shareholder,"Shoreline Capital Management, Ltd.",ben@shoreline-capital.com, -5607110,Manual List Upload
10869785,Inactive Investor,Christian Lloyd,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
10819371,Inactive Investor,Brian Barton,Managing Member,Guardian Wealth Management,brian@investgwm.com,,Salesforce
10948866,Inactive Investor,Jamal Saad,,J.P. Morgan Securities LLC La Jolla CA 8807 Villa la Jolla Dr,jamal.saad@chase.com,,Salesforce
11041295,Inactive Investor,Jason Faust,,LPL Financial LLC Belleville IL 3424 S Belt W,jason.faust@lpl.com,,Salesforce
10934065,Inactive Investor,Brian Windsor,Financial Advisor;Vice President,"Bogart Wealth, LLC",bwindsor@bogartwealth.com,,Salesforce
186930,,Dan Pogue,,Asset Consulting Group,dan.pogue@acgnet.com,,Organic Search
11089895,Inactive Investor,Shamyra Newton,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,shamyra.vanterpool@ncsecu.org,,Salesforce
11017455,Inactive Investor,Noah Nardone,Client Relationship Associate,William Blair New York NY 1166 Avenue of the Americas,nnardone@williamblair.com,,Salesforce
10963459,Inactive Investor,Ivan Dolz De Espejo,Chief Executive Officer;Regulatory Contact,Andbanc Advisory LLC,idolz@andbancadvisory.com,,Salesforce
11119352,Inactive Investor,Brooke O'Brien,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10797385,Inactive Investor,John Fleenor,,"Stifel, Nicolaus & Company, Incorporated",fleenorj@stifel.com,,Salesforce
11182987,Inactive Investor,Samuel Orr,,"Truist Investment Services, Inc. Nashville TN 3322 West End Ave",,,Salesforce
10837068,Inactive Investor,Denise Werner,,Commonwealth Financial Network Pittsford NY 1478 Marsh Rd,dwerner@commonwealth.com,,Salesforce
11013632,Inactive Investor,Jared Lane,,"Equitable Advisors, LLC Erie PA 100 State St",jared.lane@equitable.com,,Salesforce
341155,,Andrea Proctor,Special Projects Manager,Proctor Financial,a.proctor@proctorfinancial.com,781-235-0405,Manual List Upload
10797320,Inactive Investor,Shelton Bouknight,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
103922,,Adam White,Director,AWC international,ag.white@bigpond.com,,
11071622,Inactive Investor,Daniel Landry,,"The Benchmark Company, LLC Ketchum ID 335 Spruce Ave",dlandry@benchmarkcompany.com,,Salesforce
10926570,Inactive Investor,Ikem Mbalewe,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ikem.mbalewe@jpmorgan.com,,Salesforce
9639169,,yu cheng,,,yucheng706@icloud.com,,List import
11122092,Inactive Investor,Herbert Ponder,Private Wealth Advisor;Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",bert_ponder@ml.com,,Salesforce
11066919,Inactive Investor,David Sutphin,Chief Compliance Officer;Partner,"Financial Advisory Partners, LLC",,,Salesforce
11157550,Inactive Investor,Klay Schmeisser,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",klay.schmeisser@53.com,,Salesforce
9544664,,Anthony Garibaldi,,,aggaribaldi@ft.newyorklife.com,,List import
9571293,,Daniel Balogh,,,dbalogh@swbc.com,,List import
11213193,Inactive Investor,Maximilian Kendall,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
10837100,Inactive Investor,James Stahl,,Purshe Kaplan Sterling Investments Cumberland MD 28A Washington St,jstahl@pksinvest.com,,Salesforce
373672,,Lipi Saikia Mittal,,[Unknown],lipisaikia@gmail.com,,source
10766709,Inactive Investor,Anne Heekin,Portfolio Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,anne.heekin@morganstanley.com,,Salesforce
10993962,Inactive Investor,Frederick Owusu-Sekyere,Wealth Management Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",frederick.owusu-sekyere@ml.com,,Salesforce
9613790,,George Colvin,,,annhamm96@gmail.com,,List import
10759476,Inactive Investor,George Schrenk,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,mitch.schrenk@ubs.com,,Salesforce
10865692,Inactive Investor,Wilfred Purchase,,"N.I.S. Financial Services, Inc.",,,Salesforce
9576141,,Richard Peterson,,,richard@professormoney.com,,List import
11066914,Inactive Investor,Michael Carey,Financial Advisor,Kahn Financial Group,,,Salesforce
11078618,Inactive Investor,Mary Gavin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",mary.gavin@ml.com,,Salesforce
10611719,,Anne Debowes,"Financial Advisor, First Vice President - Investments",,anne.debowes@wellsfargoadvisors.com,,List Import
10859184,Inactive Investor,Daniel Goldberg,Chief Compliance Officer;Financial Planner;Founder;Investment Advisor;Managing Member;Portfolio Manager,"Goldberg Financial Advisors, LLC",dan@goldbergfinancialadvisors.com,,Salesforce
10978937,Inactive Investor,Shannon Olson,,"Parkland Securities, LLC Saint Francis MN 23624 Saint Francis Blvd NW",,,Salesforce
10958596,Inactive Investor,Jason Jeffers,,"Equity Services, Inc. Rowley MA 172 Main St",,,Salesforce
10765245,Inactive Investor,David Pritikin,Investment Consultant,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10943922,Inactive Investor,Paul Gayso,,"Osaic Wealth, Inc. Terre Haute IN 2901 Ohio Blvd",pgayso@royalallianceadvisors.com,,Salesforce
10942858,Inactive Investor,Tianzuo Bai,,"Wells Fargo Clearing Services, LLC Diamond Bar CA 1150 S Diamond Bar Blvd",tianzuo.bai@wellsfargo.com,,Salesforce
9628834,,Robert Freeman,,,robert.freeman@firstmidwest.com,,List import
9636414,,Vanessa Curran,,,vcurran@arielwealth.com,,List import
333722,,Joanne Hoover,Client Support Team,Eks Associates,jhoover@eksassociates.com,609-921-1016,Manual List Upload
11234244,Inactive Investor,Kyle Klinger,,"Allen, Mooney & Barnes Brokerage Services, LLC",kyle.klinger@ambwealth.com,,Salesforce
9593781,,Jayson Stovall,,,jstovall@financialengines.com,,List import
9581555,,Darryl Layne,,,dlayne@tlcadvisory.com,,List import
9595779,,Ross Yukolis,,,ryukolis@yahoo.com,,List import
10615699,,David Council,,,david.a.council@jpmorgan.com,,List Import
10908218,Inactive Investor,Nicholas Bernhardt,Financial Advisor,LPL Financial LLC Vineland NJ 3071 E Chestnut Ave,nicholas.bernhardt@lpl.com,,Salesforce
9567313,,seungyeob lee,,,1006zxc@naver.com,,List import
11167114,Inactive Investor,Alberto Vitela,,"Wells Fargo Clearing Services, LLC Lake Oswego OR 15955 Boones Ferry Rd",,,Salesforce
9560990,,kehinde Majolagbe,,,itiya2003@gmail.com,,List import
6296350,,Adam Mik,,,fajter@yahoo.com,,Web form fillout
9577556,,Rom Hurst,,,shurst@alleghenyfinancial.com,,List import
11221592,,Dennis Murray,,,dmurray@firstrepublic.com,,List Import
11192560,Inactive Investor,Michael Mara,,Cetera Investment Services LLC Hauppauge NY 160 Adams Ave,,,Salesforce
11114935,Inactive Investor,Kimberly Boucher,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,kimberly.boucher@fidelity.com,,Salesforce
9620608,,Sky Norton,,,skyguynorton@gmail.com,,List import
9561073,,James Fonda,,,jfonda@gmail.com,,List import
10790164,Inactive Investor,Andrew Clarke,,MMC Securities LLC,andrew.clarke@mmc.com,,Salesforce
10864441,Inactive Investor,Elizabeth Stinson,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11127141,Inactive Investor,Mattia Anderson,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
9415834,,Joe IDEO CoLab Distributed Web Fund I LP,,IDEO CoLab Ventures,jgerber@ideo.com,,List Import
10829814,Inactive Investor,Nicholas Smaldino,,NYLIFE Securities LLC Fresno CA 3392 W Shaw Ave,nsmaldino@ft.newyorklife.com,,Salesforce
10865484,Inactive Investor,David Pryor,,"First Heartland Capital, Inc. San Mateo CA 1650 Borel Pl",dpryor@firstheartland.com,,Salesforce
11133660,Inactive Investor,Alexander Lade,,"Wells Fargo Clearing Services, LLC",alexander.lade@wfadvisors.com,,Salesforce
10861983,Inactive Investor,Mark Anderson,,"OneAmerica Securities, Inc. Corona CA 4160 Temescal Canyon Rd",,,Salesforce
10806942,Inactive Investor,William Walters,Financial Advisor,Founders Financial Securities LLC Chadds Ford PA 133 Commons Ct,,,Salesforce
11046409,Inactive Investor,Robert O'Donnell,Financial Advisor,"Osaic Wealth, Inc. San Francisco CA 1806 Belles St",,,Salesforce
5337844,,Katie Jimenez,,,podatat453@rubeshi.com,,Web Form Fillout
11011706,Inactive Investor,Nathan Rivas,,Edward Jones Juneau AK 8800 Glacier Hwy,nathan.rivas@edwardjones.com,,Salesforce
10917997,Inactive Investor,Laurel Kutler,Financial Advisor,"ABLE Financial Group, LLC",laurel@ablefinancialgroup.com,,Salesforce
351784,,Greg Feltus,Senior Executive Vice President,Stephens,gfeltus@stephens.com,501-377-2000,Manual List Upload
10913831,Inactive Investor,Mouna Kammoun,Senior Relationship Manager;Senior Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,mouna.kammoun@us.hsbc.com,,Salesforce
10989912,Inactive Investor,Jenny Aydelott,,J.P. Morgan Securities LLC Walnut Creek CA 1994 Tice Valley Blvd,jenny.aydelott@chase.com,,Salesforce
10814342,Inactive Investor,William Kovacs,General Counsel,"Summit Wealth Partners, LLC",wkovacs@mysummitwealth.com,,Salesforce
11212107,Inactive Investor,Ryan Antkowiak,Financial Advisor,Robert W. Baird & Co. Incorporated Hopkins MN 601 Carlson Pkwy,rantkowiak@rwbaird.com,,Salesforce
10958720,Inactive Investor,Christian Kurian,,Morgan Stanley Melbourne FL 8150 N Wickham Rd,,,Salesforce
9634443,,Julian Garcia-woods,,,julian.garcia-woods@oceanwoodcapital.com,,List import
11103281,Inactive Investor,Kimberly Rasmussen,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",kimberly.rasmussen@nm.com,,Salesforce
10818107,Inactive Investor,Morgan Kelly,,"Kestra Investment Services, LLC Frederick MD 154 N Market St",,,Salesforce
65495,,Ann Ocone,Financial Advisor,New England Capital Financial Advisors LLC,annocone@newenglandcapital.com,203-935-0265,
10925719,Inactive Investor,Arturo Villacorta,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,arturo.villacorta@primerica.com,,Salesforce
11078204,Inactive Investor,Danielle Rich,Senior Client Service Associate,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",danielle.rich@raymondjames.com,,Salesforce
10993928,Inactive Investor,Kevens Grammont,Portfolio Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11032549,Inactive Investor,Jonathan Wells,Associate Financial Advisor,"Ameriprise Financial Services, LLC New Prague MN 212 Lady Slipper Ave NE",jonathan.w.wells@ampf.com,,Salesforce
10917777,Inactive Investor,Joseph Connell,Financial Planner,"Osaic Wealth, Inc. Nazareth PA 112 S Broad St",,,Salesforce
11152068,Inactive Investor,Matthew Sablatura,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11022869,Inactive Investor,Kayanna Jacobs,,J.P. Morgan Securities LLC Savannah GA 35 Meeting St,,,Salesforce
11165412,Inactive Investor,Robert Quinn,,Goldman Sachs & Co.,robert.quinn@gs.com,,Salesforce
11193281,Inactive Investor,Gregory Sommersberger,Managing Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,gsommersberger@rwbaird.com,,Salesforce
371120,,etanTTT TT,,China,404367965@qq.com,,Salesforce
10981488,Inactive Investor,Madeleine Mathis,Manager;Senior Associate Advisor,Johnson Financial Group LLC,,,Salesforce
5165324,,mii na ly na,,,menone1876@kixotic.com,,Web Form Fillout
616,,,,,CraigParker56973@rambler.ru,,
9584232,,Rich Florin,,,richflorin@hotmail.com,,List import
10925036,Inactive Investor,Diana Harris,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",diana.harris@nm.com,,Salesforce
9611494,,Piotr Kantecki,,,gip7881@gmail.com,,List import
10984890,Inactive Investor,Chelsea Laroche,Associate Financial Strategist;Financial Strategist,"McKinley Carter Wealth Services, Inc.",claroche@mc-ws.com,,Salesforce
10791717,Inactive Investor,Lyman Delano,Member;Partner,"Beck, Mack & Oliver LLC New York NY 360 Madison Ave",l.delano@beckmack.com,,Salesforce
10615727,,Francis Williams,,,frank.williams@opco.com,,List Import
10782885,Inactive Investor,Michael Cook,Chairman;Chief Executive Officer;Founder;Management Committee;Management Committee Member;Principal,SouthernSun Asset Management LLC,mcook@southernsunam.com,,Salesforce
11151138,Inactive Investor,Alana Wilson,,J.P. Morgan Securities LLC Spring TX 9590 Six Pines Dr,,,Salesforce
10780171,Inactive Investor,Kevin Rubin,Senior Consultant;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",kevin_rubin@ml.com,,Salesforce
11010787,Inactive Investor,Timothy Monteildoucette,,"Parkland Securities, LLC Highland CA 7586 Lochinvar Ct",,,Salesforce
9585520,,Corey Boller,,,corey.boller@rehmann.com,,List import
223413,,Rudy Beutell,Partner,Amerika Direkt Finance,rudy@amerikadirekt.de,,Manual List Upload
11188444,Inactive Investor,Angelena Mascilli,Managing Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,angelena.dicicco@jpmorgan.com,,Salesforce
10827911,Inactive Investor,Bradford Ryan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bradford.ryan@fidelity.com,,Salesforce
11087718,Inactive Investor,Miguel Ballesteros,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",miguel.ballesteros@prudential.com,,Salesforce
11063924,Inactive Investor,Jean-Andre Numa,,PFS Investments Inc. Lake Zurich IL 365 Surryse Rd,jeanandre.numa@primerica.com,,Salesforce
4967316,,Karim Wahib,,,kwahib72@gmail.com,,Web Form Fillout
10821599,Inactive Investor,Mark Leimberger,Chief Executive Officer;Financial Advisor;Partner,"Alpha Advisors, LLC",mleimberger@alpha-advisors.com,,Salesforce
10818089,Inactive Investor,Camille Meeks Stevens,Senior Client Associate,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",camille.meeks@wfadvisors.com,,Salesforce
2809573,,Ashish Ashish yadav,,,ashishyv117@gmail.com,,
11004903,Inactive Investor,Victor Morris,,PFS Investments Inc. Gainesville FL 200 NE 1st St,vmorris@primerica.com,,Salesforce
10994557,Inactive Investor,Daniel Stier,Chief Investment Officer;President;Regulatory Contact,Operose Advisors LLC,,,Salesforce
11190784,Inactive Investor,Fred Diehl,Financial Advisor,Edward Jones York ME 15 Woodbridge Rd,fred.diehl@edwardjones.com,,Salesforce
10694652,,Susan Steele,,,susan_m_steele@hotmail.com,,Web Form Fillout
10797081,Inactive Investor,Laurence Montello,Chief Compliance Officer;Managing Director;President,"Montello Wealth Management, Inc.",larry@montellowealth.com,,Salesforce
10817392,Inactive Investor,Daniel Hughes,Financial Advisor;Managing Member;Managing Partner,"Hughes Financial Services, LLC",shughes@h4fs.com,,Salesforce
10852406,Inactive Investor,William Carter,,Cetera Advisor Networks LLC Middleton TN Private Residence,leon.carter@ceterawealth.com,,Salesforce
10973857,Inactive Investor,Rhiannon Kaulitzke,,J.P. Morgan Securities LLC Colorado Springs CO 7390 Duryea Dr,rhiannon.kaulitzke@jpmorgan.com,,Salesforce
11255418,Inactive Investor,Phylyp Wagner,Wealth Planning Advisor,Integrated Wealth Concepts LLC Fairfax VA 4000 Legato Rd,phylyp.wagner@ifpadvisor.com,,Salesforce
9557629,,Craig Novek,,,cnovek@massmutual.com,,List import
10978378,Inactive Investor,Mary Kuehn,,"Osaic Wealth, Inc. Buffalo NY 388 Evans St",,,Salesforce
10947136,Inactive Investor,Shawn Vonderscher,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11061568,Inactive Investor,Michael Gladwin,,GuideStone Financial Services,michael.gladwin@guidestone.org,,Salesforce
10981141,Inactive Investor,Annette Silvestri,,"U.S. Bancorp Investments, Inc. Saint Louis MO 12688 Olive Blvd",annette.silvestri@usbank.com,,Salesforce
9626438,,Charlie Conlon,,,cbconlon32@ymail.com,,List import
9542151,,LEE JOOYONG,,,nikedong1@naver.com,,List import
10901785,Inactive Investor,Scott Ferguson,Financial Advisor,"Cadaret, Grant & Co., Inc. Clifton Park NY 2 Executive Park Dr",scottferguson@ae.cadaretgrant.com,,Salesforce
11045357,Inactive Investor,Deborah Jones,,"Avantax Investment Services, Inc. Houston TX 16842 Royal Crest Dr",deborah.jones@avantax.com,,Salesforce
11017819,Inactive Investor,David Burgio,Comprehensive Wealth Planner,Commonwealth Financial Network Depew NY 4990 Transit Rd,,,Salesforce
11004283,Inactive Investor,Peter Deluca,,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",,,Salesforce
118055,,Nan Cohen,,"Securities America Advisors, Inc.",nan.cohen@securitiesamerica.com,216-342-3381,
10832774,Inactive Investor,Carl DiCesare,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
9603011,,Joseph Lynch,,,jlynch@personalcapital.com,,List import
11045539,Inactive Investor,Victor Nwaba,Financial Services Representative,MWA Financial Services Inc. Culver City CA 5841-A Uplander Way,victor.c.nwaba@mwarep.org,,Salesforce
10966091,Inactive Investor,Shelondie Crowder,,Mutual of America Securities LLC Atlanta GA 5 Concourse Pkwy,shelondie.crowder@mutualofamerica.com,,Salesforce
9635612,,Jerry Patterson,,,patterson.jerry@principal.com,,List import
11117221,Inactive Investor,Brant McGettrick,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",brant.mcgettrick@bofa.com,,Salesforce
11203646,Inactive Investor,Sean Keller,Client Associate,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",,,Salesforce
11090477,Inactive Investor,Jeffrey Converse,Principal,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,jeffrey.converse@us.hsbc.com,,Salesforce
10949180,Inactive Investor,Joseph Hubbard,,J.P. Morgan Securities LLC Menlo Park CA 650 Santa Cruz Ave,joseph.hubbardiii@chase.com,,Salesforce
11015147,Inactive Investor,Vitor Augusto,,Avenue Securities LLC,vitor.augusto@avenue.us,,Salesforce
11187473,Inactive Investor,Pamela Williard,,"Ameriprise Financial Services, LLC Dallas TX 8850 Boedeker Dr",pamela.williard@ampf.com,,Salesforce
11116191,Inactive Investor,Jack Hallak,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",jack.hallak@prudential.com,,Salesforce
10167786,,Beau Sherwood,,,beausherwood1@gmail.com,,Web Form Fillout
11132983,Inactive Investor,Lynn Schmitt,,LPL Financial LLC Dubuque IA 3999 Pennsylvania Ave,lynn.schmitt@lpl.com,,Salesforce
11150386,Inactive Investor,Tiffanii Willis,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,tiffaniiwillis@primerica.com,,Salesforce
10978887,Inactive Investor,Cole Rumrill,,Fidelity Brokerage Services LLC Boise ID 7940 W Rifleman St,,,Salesforce
349195,,Kellen Cooney,Member,"Ground Swell Capital, Llc",kellen@groundswellcap.com,843-588-5169,Manual List Upload
11180037,Inactive Investor,Daniel Coil,,LPL Financial LLC Oak Brook IL 2021 Midwest Rd,daniel.coil@lpl.com,,Salesforce
11187127,Inactive Investor,Delores Thomsen,,"Capital Investment Group, Inc. Greenville SC 1541 Wade Hampton Blvd",dthomsen@capital-invest.com,,Salesforce
9647756,,Arthur Caione,Financial Advisor,OPPENHEIMER,arthur.caione@opco.com,212-667-4235,List import
11143861,Inactive Investor,Todd Hogan,Financial Advisor,Edward Jones Columbiana OH 1 S Main St,todd.hogan@edwardjones.com,,Salesforce
10994682,Inactive Investor,Marilyn Kissner,Investment Advisor,MK Strategic Equities,,,Salesforce
11209514,Inactive Investor,Hunter Gottwald,Associate Vice President - Investments,Davenport & Company LLC,hgottwald@investdavenport.com,,Salesforce
353193,,Hang Giang,Executive Assistant to Vice Chairwoman of Vingroup and Global CEO of Vinfast,Vingroup JSC,v.hanggtm1@vingroup.net,,Event
183223,,Eric Lin,,[Unknown],ericplin68@gmail.com,,Organic Search
104620,,Daniel Graves,,DWG Inc.,dan.w.graves@outlook.com,(214) 914-6378,
9561026,,Sergii Khoruzhyi,,,khoruzhyi.s@gmail.com,,List import
11063404,Inactive Investor,Terry Doyle,Private Wealth Advisor,"Ameriprise Financial Services, LLC Richardson TX 2435 N Central Expy",terry.d.doyle@ampf.com,,Salesforce
10824447,Inactive Investor,John Laskey,,Sigma Financial Corporation Sarasota FL Private Residence,jlaskey@sigmarep.com,,Salesforce
9566649,,Jack Priebe,,,jpriebe@massmutual.com,,List import
350692,,Bradley Lummis,"Portfolio Manager, Analyst","Lummis Asset Management, L.p.",blummis@flash.net,817-348-0577,Manual List Upload
11062322,Inactive Investor,John Sellers,Financial Advisor,Edward Jones Franklin TN 2000 Meridian Blvd,jay.sellers@edwardjones.com,,Salesforce
9615678,,Robert Juxon,,,robjuxon@gmail.com,,List import
9570378,,Derek Zhou,,,derek.zhou@citadel.com,,List import
9578987,,Zeid Essaid,,,zeid.essaid@gfplp.com,,List import
9561700,,Yan Yeung,,,yan.yeung@fidelity.com,,List import
10753911,Inactive Investor,Elaine Powell,Advisor;Managing Director,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,epowell@rockco.com,,Salesforce
11197095,Inactive Investor,Darlene Maza,Chief Compliance Officer;Operations Manager,Seaside Financial & Insurance Services,,,Salesforce
9563711,,Christopher Ethier,,,christopher.w.ethier@citizenssecurities.com,,List import
11200486,Inactive Investor,Michael Jeans,Wealth Manager,United Capital Financial Advisors Boca Raton FL 980 N Federal Hwy,michael.jeans@unitedcapitalwealth.com,,Salesforce
10870175,Inactive Investor,Justin Grossinger,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",justin.grossinger@nm.com,,Salesforce
10505811,,Martha Ramos,Financial Advisor,Independent,martha_a_ramos@yahoo.com,917-667-6325,List import
9598897,,Robert Morgan,,,rmorgan@coretrustcapital.com,,List import
10923738,Inactive Investor,Kyle Preston,,LPL Financial LLC Rochester NY 100 Canal View Blvd,kyle.preston@lpl.com,,Salesforce
249304,,Peter Gistelinck,,Wharton Institute for the Performing Arts,peter.gistelinck@whartonarts.org,,Manual List Upload
10762111,Inactive Investor,Jeffrey Klotz,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jeffrey.klotz@ubs.com,,Salesforce
10976326,Inactive Investor,Coy Carrick,,PFS Investments Inc. Forest City NC 179 W Main St,ccarrick@primerica.com,,Salesforce
10997023,Inactive Investor,Michael Harris,,EntreWealth,,,Salesforce
11043577,Inactive Investor,Kyle Robertson,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",kyle.robertson@ampf.com,,Salesforce
11179639,Inactive Investor,Karrie Risko,Senior Financial Associate;Vice President,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",karrie.risko@rbc.com,,Salesforce
9647497,,Dwight Lemmon,,,dhlemmon@yahoo.com,,List import
10885396,Inactive Investor,Riley Cheevers,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10912219,Inactive Investor,Jacob Delamater,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Cruces NM 505 S Main St",,,Salesforce
10788732,Inactive Investor,Patrick Hagan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",patrick.j.hagan@ampf.com,,Salesforce
127,,,,,agriffee8094@126.com,,
11102192,Inactive Investor,Brian Bannister,,"Osaic Wealth, Inc. Fair Oaks CA 7844 Madison Ave",,,Salesforce
11118903,Inactive Investor,Sareeka Halbert,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sareeka.halbert@tiaa-cref.org,,Salesforce
10878306,Inactive Investor,Peter Wooldridge,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",peter.wooldridge@umb.com,,Salesforce
11149632,Inactive Investor,Christine Sorensen,Team Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",christine.sorensen@schwab.com,,Salesforce
11048299,Inactive Investor,Earl Dyke,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,earl.dyke@ubs.com,,Salesforce
9569767,,James Irwin,,,jirwin@mooncapital.com,,List import
116520,,Mark Collinsworth,"Chief Compliance Officer, Chief Investment Officer, President, Shareholder",Vere Global Wealth Management,mark@vereglobal.com,832-390-2375,
11101603,Inactive Investor,Deanna Ahlenstorf,,J.P. Morgan Securities LLC Redding CA 974 Dana Dr,deanna.ahlenstorf@jpmorgan.com,,Salesforce
4453769,,Alex Cand,,,peggyblue@putrajayabaya.skom.id,,Web Form Fillout
11003071,Inactive Investor,Justin Gibbs,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10800695,Inactive Investor,Charles Albanese,Financial Advisor;Senior Vice President,Morgan Stanley Warren NJ 15 Independence Blvd,charles.albanese@morganstanley.com,,Salesforce
9639742,,Jens Brueckner,,,jens.brueckner@efginternational.com,,List import
162157,,Carole Laizet,,[Unknown],carolebutruille@yahoo.fr,,Other
11023201,Inactive Investor,Jesse Siggard,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11234324,Inactive Investor,Hayden Cutler,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
1001389,Inactive Investor,Nathan Houser,,Mohican Financial Management,nhouser@absoluteadvisers.com,,3rd Party Lead Gen
10752536,Inactive Investor,Aaron Farnsley,Chief Compliance Officer,"Farnsley Wealth Management, LLC Port Saint Joe FL 505 Reid Ave",aaron.farnsley@farnsley.com,,Salesforce
10846915,Inactive Investor,Robert Earl,Financial Advisor;First Vice President,"Wells Fargo Advisors Financial Network, LLC Midvale UT 6985 S Union Park Ctr",robert.earl@wfafinet.com,,Salesforce
9646794,,Paolo Buonora,,,p.buonora@layer7.app,,List import
10001418,,James Gefucia,,Muskoka Living Realty Corp.,jim@muskokaliving.ca,7058018345,Web form fillout
11205219,Inactive Investor,Jordan Brackman,Financial Advisor,"Pruco Securities, LLC. Minster OH 96 W 4th St",jordan.brackman@prudential.com,,Salesforce
11136289,Inactive Investor,Joseph Ryan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1105 Hammond Dr",joe.ryan@schwab.com,,Salesforce
10865035,Inactive Investor,William Dagit,,"Osaic Wealth, Inc. Cornelius NC 18127 W Catawba Ave",wdagit@royalaa.com,,Salesforce
11149578,Inactive Investor,Juan Velazquez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
11041176,Inactive Investor,Peter Pius,Financial Advisor,Thrivent Investment Management Inc. Kalispell MT 30 2nd St E,peter.pius@thrivent.com,,Salesforce
10808101,Inactive Investor,Susan Battistella,Senior Registered Associate,Morgan Stanley New Orleans LA 1100 Poydras St,susan.battistella@morganstanley.com,,Salesforce
230537,, -,,[[Unknown]],antandd@hotmail.com,,
10863709,Inactive Investor,Michael Hartmeyer,Financial Advisor;Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,michael.hartmeyer@ubs.com,,Salesforce
10906721,Inactive Investor,Christian Weiss,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cambridge MA 727 Massachusetts Ave",christian.weiss@ml.com,,Salesforce
9591100,,Rushd Ilyas,,,irushd@hotmail.com,,List import
10991679,Inactive Investor,Alexander Martin,Partner;Wealth Advisor,Corient Boston MA 1 Post Office Sq,,,Salesforce
11184102,Inactive Investor,Sidhaarth Chandrasekar,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
9551789,,Barron Song,,,song.barron@principal.com,,List import
10920486,Inactive Investor,Kathleen Heim,Investment Representative,Commonwealth Financial Network Beaver Dam WI 115 Front St,,,Salesforce
9574943,,Dustin Miller,,,dustin.miller@suntrust.com,,List import
11071059,Inactive Investor,Thomas Neess,,LPL Financial LLC Mason OH 8118 Corporate Way,thomas.neess@lpl.com,,Salesforce
10661668,,Mark Barham,,,mbarham@flexpointford.com,,List Import
11055155,Inactive Investor,Michael Cavendish,,"Axxcess Wealth Management, LLC Beckley WV 101 N Kanawha St",,,Salesforce
9551435,,Alan Brosz Brosz,,,alan.brosz@gmail.com,,List import
7682135,,Donald Hern,,,dhbuilders@comcast.net,,Web Form Fillout
10754409,Inactive Investor,Rocco Fiato,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",rocco.fiato@ml.com,,Salesforce
10619954,,John Olsen,,,jolsen@firstambank.com,,List Import
9593134,,Ronald Gross,,,rgross@mgo-inc.com,,List import
10899054,Inactive Investor,Joanne McKenzie,Financial Advisor,Edward Jones Springfield MO 2117 S Eastgate Ave,joanne.mckenzie@edwardjones.com,,Salesforce
11135396,Inactive Investor,Elizabeth Schroeder,Chief Compliance Officer;Vice President,"Plunkett & Associates, Inc.",ems@plunkettassociates.com,,Salesforce
10696371,,Mike McGrath,,HTK,mikemcgrath0918@gmail.com,,List Import
11208044,Inactive Investor,Charles Rack,,Boreal Capital Securities LLC,charles.rack@borealcm.com,,Salesforce
11049517,Inactive Investor,Jerry Woods,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Fresno CA 1100 W Shaw Ave",jerry.woods@tfaconnect.com,,Salesforce
11210140,Inactive Investor,Robert Meyers,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11130445,Inactive Investor,Thomas Dougherty,,Cetera Advisor Networks LLC Melville NY 200 Broadhollow Rd,,,Salesforce
11163716,Inactive Investor,Brandon Copley,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,brandon.copley@fmr.com,,Salesforce
10921900,Inactive Investor,Maria Garza De A,,LPL Financial LLC Mission TX 121 S Shary Rd,carmen.garza@lpl.com,,Salesforce
10937643,Inactive Investor,Blerina Mucaj,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,blerina.mucaj@fmr.com,,Salesforce
10831543,Inactive Investor,Bijan Kohan,,"Equitable Advisors, LLC Ventura CA 1865 Knoll Dr",bijan.kohan@equitable.com,,Salesforce
11187036,Inactive Investor,John Rekasie,Financial Advisor,"Citizens Securities, Inc. Warrendale PA 101 Commonwealth Dr",john.w.rekasie@citizenssecurities.com,,Salesforce
11085242,Inactive Investor,Xiaohong Shi,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",xiaohong.shi@tfaconnect.com,,Salesforce
10779613,Inactive Investor,Janice Kass,Wealth Management Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,janice.kass@morganstanley.com,,Salesforce
10648039,,John Basler,,,john@baslercapital.com,,List Import
10612428,,Daniel Peterson,"Associate Financial Advisor, Financial Consultant",,kuttinwealthmanagement@ampf.com,,List Import
213344,,Jigar Patel,,CIBC,jigar78@gmail.com,(617) 357-9600,Organic Search
10759921,Inactive Investor,William Beck,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",william_beck@ml.com,,Salesforce
11083936,Inactive Investor,Benjamin Tunney,Financial Advisor,PNC Investments Cincinnati OH 7044 Colerain Ave,benjamin.tunney@pnc.com,,Salesforce
10861499,Inactive Investor,Steven Berry,Financial Advisor,LPL Financial LLC International Falls MN 503 4th St,steven.berry@lpl.com,,Salesforce
10882077,Inactive Investor,Loretta Norsten,,Cetera Advisors LLC Saint Paul MN 880 Blue Gentian Rd,,,Salesforce
10941944,Inactive Investor,Joshua Howard,Principal,"Ameriprise Financial Services, LLC New Durham NH 170 Pine Pt",,,Salesforce
11049918,Inactive Investor,Toon Fuhtrakoon,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",toon.fuhtrakoon@tfaconnect.com,,Salesforce
10931734,Inactive Investor,Nancy Laug-Sholin,Managing Member;Owner,"Keystone Financial Services, LLC",nancy@keystonefinancial.us,,Salesforce
11087484,Inactive Investor,Isaac Savard,,PFS Investments Inc. Topsham ME 63 Elm St,isavard@primerica.com,,Salesforce
10979040,Inactive Investor,Andres Fernandez,Personal Financial Advisor,PFS Investments Inc. Miami FL 7955 NW 12th St,andres.fernandez@primerica.com,,Salesforce
10489361,,Nathan Smith,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,nathan.smith@ubs.com,469-440-0573,List Import
11216864,,Dicran Haidostian,,,dicran.haidostian@lpl.com,,List Import
11119302,Inactive Investor,Kimberly Mays,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10966757,Inactive Investor,James Robson,,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,andrew.robson@lplfinancial.com,,Salesforce
11091556,Inactive Investor,Anthony Okrasinski,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",,,Salesforce
10820698,Inactive Investor,Taylor Ally,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
9616920,,John Shanley,,,jshanley@ctwealthmgmt.com,,List import
11138665,Inactive Investor,Robert Streit,Financial Advisor,LPL Financial LLC Bryn Mawr PA 100 Chetwynd Dr,robert.streit@lpl.com,,Salesforce
10884785,Inactive Investor,Steven Rake,,The Huntington Investment Company Indianapolis IN 45 N Pennsylvania St,steven.rake@huntington.com,,Salesforce
9641030,,Arthur Cahoon,,,acahoon@rockcreekcapital.com,,List import
10571521,Inactive Investor,jackiebarth@yahoo.com,,Jacqueline Barth,jackiebarth@yahoo.com,19172822351,Salesforce
11120834,Inactive Investor,John Cairns,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",dan.cairns@nm.com,,Salesforce
10841624,Inactive Investor,Gary Steer,,OxenFree Financial,gsteer@cadaretgrant.com,,Salesforce
10963425,Inactive Investor,Ernest Blair,Advisor Trainee;Engagement Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10768109,Inactive Investor,David Smith,,"Avantax Investment Services, Inc. Miami FL 7765 SW 87th Ave",,,Salesforce
10902629,Inactive Investor,Peyton Williams,Financial Advisor,Edward Jones Lewisville TX 2785 Rockbrook Dr,peyton.williams@edwardjones.com,,Salesforce
4236257,,Nivesh Gandhi,,,gandhinivesh@gmail.com,,Web Form Fillout
11092499,Inactive Investor,Giovanna Swisher,Financial Planner,Robert W. Baird & Co. Incorporated Lake Jackson TX 208 Parking Way St,,,Salesforce
10816541,Inactive Investor,Antonio Oliveira,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,antonio.oliveira@ubs.com,,Salesforce
11130858,Inactive Investor,Joseph Duffy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mamaroneck NY 1160 W Boston Post Rd",,,Salesforce
344018,,Ron Burns,Managing Director,"Pinnacle Peak Private Client Group, Llc",ron@pinpeakpcg.com,480-771-4301,Manual List Upload
344479,,Garrett Ahrens,Managing Member,"Ahrens Investment Partners, Llc",gahrens@ahrensinvptr.com,337-981-1376,Manual List Upload
11136627,Inactive Investor,Carrie Gunderson,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",carrie.gunderson@nm.com,,Salesforce
234987,, -,,[[Unknown]],amieses25@gmail.com,,
11165447,Inactive Investor,Xinyun Peng,,Goldman Sachs & Co.,,,Salesforce
10885532,Inactive Investor,Kelley Lee,,"Wells Fargo Clearing Services, LLC Carlsbad CA 6961 El Camino Real",kelley.lee@wellsfargoadvisors.com,,Salesforce
11121100,Inactive Investor,Angie Foster,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,angie.floyd.rjl5@statefarm.com,,Salesforce
10760444,Inactive Investor,Richard Hans,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",richard_hans@ml.com,,Salesforce
10824934,Inactive Investor,Jodie Orel,Vice President,PFS Investments Inc. Blue Springs MO 1200 NW South Outer Rd,jodie.orel@primerica.com,,Salesforce
11188942,Inactive Investor,Kevin Hirschfeld,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",kevin.hirschfeld@ml.com,,Salesforce
9638567,,Michelle Fehn,,,mfehn@thecatholicfoundation.com,,List import
11169202,Inactive Investor,Shawn Mangum,Financial Advisor,Edward Jones La Grande OR 1117 Adams Ave,shawn.mangum@edwardjones.com,,Salesforce
11141352,Inactive Investor,William Stamaton,,"Allstate Financial Services, LLC",williamstamaton@allstate.com,,Salesforce
9612607,,Robert Bridges,,,robert.bridges@cibcatlantictrust.com,,List import
9597889,,Crystal Bryant,,,bryantcg7@gmail.com,,List import
10960642,Inactive Investor,Paul Seitz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10829109,Inactive Investor,Glen Kauffman,,"Concourse Financial Group Securities, Inc. Harrisonburg VA 841 Mount Clinton Pike",glen.kauffman@concoursefinancial.com,,Salesforce
11138549,Inactive Investor,Patrick Brown,,"Farmers Financial Solutions, LLC Mount Juliet TN 105 Industrial Dr",pbrown3@farmersagent.com,,Salesforce
11130211,Inactive Investor,Colin Mcgaugh,Client Associate,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",,,Salesforce
10957010,Inactive Investor,Wendy Wittke,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
7493826,,Cynthia Smith,,,hebesov847@marikuza.com,,Web Form Fillout
9645839,,Micah Zahler,,,micahazahler@gmail.com,,List import
10995356,Inactive Investor,Dean Icopini,,J.P. Morgan Securities LLC West Roxbury MA 1744 Centre St,dean.icopini@jpmorgan.com,,Salesforce
336682,,Michael Finneran,Associate,"Spp Management Services, Llc",mfinneran@summitparkllc.com,704-654-3400,Manual List Upload
11174037,Inactive Investor,Laura Barberian,Financial Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,laura.barberian@morganstanley.com,,Salesforce
11082248,Inactive Investor,Roxanna Basetvat,Senior Vice President;Senior Wealth Strategist,"Wells Fargo Advisors Financial Network, LLC El Segundo CA 2141 Rosecrans Ave",,,Salesforce
11160941,Inactive Investor,Trisha Robinson,,Commonwealth Financial Network Westborough MA 3 Oak St,trobinson@cfnmail.com,,Salesforce
11135766,Inactive Investor,Cambria Lamantia,,Fidelity Brokerage Services LLC,,,Salesforce
11027113,Inactive Investor,Huan Wang,,"Avantax Investment Services, Inc. Rosemead CA 8450 Garvey Ave",,,Salesforce
9597366,,Scott Kanai,,,skanai@carsoninstitutional.com,,List import
228820,, -,,[[Unknown]],sammywashman@gmail.com,,Advertising
10585607,,Carrie Crisell,,,cc@crisellcpa.com,7146127683,Web Form Fillout
10866526,Inactive Investor,Paul Morris,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Florence AL 201 N Court St",paul.morris@wellsfargoadvisors.com,,Salesforce
11129810,Inactive Investor,Timothy O'Shea,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",timothy.oshea@ampf.com,,Salesforce
11001015,Inactive Investor,Xiaobing Zhao,,"Transamerica Financial Advisors, Inc Beaverton OR 4900 SW Griffith Dr",xiaobing.zhao@tfaconnect.com,,Salesforce
11114108,Inactive Investor,Samuel Earle,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11230428,Inactive Investor,Taylor Stepanek,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,tcstepanek@ft.newyorklife.com,,Salesforce
11067775,Inactive Investor,Chad Slimmer,,State Farm VP Management Corp. Waynesboro PA 11875 N Landis Ave,,,Salesforce
9555667,,Paula Hilchey,,,philchey@berkshirebank.com,,List import
245730,,Andrew White,,[Unknown],andreww@billgoodmarketing.com,907-315-6996,Manual List Upload
9590353,,Robert Williams,,,robertlewiswilliams60@gmail.com,,List import
11044867,Inactive Investor,Fady Maghak,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,,,Salesforce
11018030,Inactive Investor,Ridge Tefft,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11040399,Inactive Investor,Chantana Suwansiri,Portfolio Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,chantana.suwansiri@morganstanley.com,,Salesforce
10865165,Inactive Investor,Margaret Daul,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,,,Salesforce
230069,, -,,[[Unknown]],freddie@stoopinbox.com,,
10841004,Inactive Investor,Sanford Steinberg,Managing Director,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,ssteinberg@allianceg.com,,Salesforce
10911555,Inactive Investor,Amy Hamric,,"Farmers Financial Solutions, LLC San Diego CA 4241 Jutland Dr",ahallquist@farmersagent.com,,Salesforce
10957108,Inactive Investor,Roni Chase,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Short Hills NJ 830 Morris Tpke",roni.chase@wellsfargo.com,,Salesforce
10807597,Inactive Investor,Michael Finizio,Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,michael.finizio@morganstanley.com,,Salesforce
11025555,Inactive Investor,Jeffrey Vogt,,"FBL Marketing Services, LLC English IN 303 Indiana Ave",,,Salesforce
239853,,Michael Walsh,"CEO Ireland, and Head of Distribution",Zodia Markets,michael@zodia-markets.com,,Event
11098820,Inactive Investor,Melissa Gehman,,"Concourse Financial Group Securities, Inc. Lancaster PA 2160 Lincoln Hwy E",melissa.gehman@concoursefinancial.com,,Salesforce
11027206,Inactive Investor,Michael Metzger,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",,,Salesforce
9610518,,Joey Sasson,,,joeysasson21@gmail.com,,List import
9637923,,Jose Leyte,,,joseleyte@gruporosp.com,,List import
10619921,,Karen Palmberg,,,kapalmberg@covenanttrust.com,,List Import
10813728,Inactive Investor,Barry Sobel,Client Advisor,"Raymond James & Associates, Inc. Atlanta GA 3414 Peachtree Rd NE",barry.sobel@raymondjames.com,,Salesforce
10909349,Inactive Investor,Lorelle Farber,Financial Advisor,"Osaic Wealth, Inc. Issaquah WA 1595 NW Gilman Blvd",,,Salesforce
11088813,Inactive Investor,Brian Kirkland,Investment Executive,"Fifth Third Securities, Inc. Calumet City IL 925 Burnham Ave",brian.kirkland@53.com,,Salesforce
9564262,,Gregg Levi,,,gregg.levi0719@yahoo.com,,List import
10999915,Inactive Investor,Justin Newman,,"Raymond James Financial Services, Inc. Nashville TN 150 3rd Ave S",justin.newman@raymondjames.com,,Salesforce
10849551,Inactive Investor,Raymond Nash,,PFS Investments Inc. Manchester NH 735 Chestnut St,raymond.nash@primerica.com,,Salesforce
11093251,Inactive Investor,Timothy Daniels,,Cetera Investment Services LLC Baton Rouge LA 445 North Blvd,,,Salesforce
9613482,,Timothy Blair,,,timothy.blair@ntrs.com,,List import
11111449,Inactive Investor,John Warme,Investment Advisor;Senior Vice President,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
9583205,,'?? '?,,,241561717@qq.com,,List import
11199511,Inactive Investor,Miguel Taveras,,Innovation Partners LLC,mtaveras@innovationpartnersllc.com,,Salesforce
9642785,,Matthew Kimmell,,,mjk2867@utexas.edu,,List import
9646255,,Evan Logsdon,,,evanmarklogsdon@gmail.com,,List import
338308,,Shannon Wegner,President,"Wegner Asset Management, Llc",shannon@wegnerassetmgmt.com,608-441-9711,Manual List Upload
11228482,Inactive Investor,Anthony Rutkowski,Financial Advisor,"Ameriprise Financial Services, LLC Franklin MI 31700 Telegraph Rd",anthony.m.rutkowski@ampf.com,,Salesforce
11095237,Inactive Investor,Jeroen Van Leersum,Chief Compliance Officer;Financial Advisor;President;Principal,"Wyoming Wealth Management, LLC",jeroen@wyomingwm.com,,Salesforce
9639127,,Kristin Robinson,,,info@wyncotefoundation.org,,List import
10786486,Inactive Investor,Julie Lambert,,"Wells Fargo Clearing Services, LLC",julie.lambert@wellsfargoadvisors.com,,Salesforce
9648424,,Michael Peacock,,,michael@hhpatlanta.com,,List import
11304575,Inactive Investor,Kevin O'Donnell,"Executive Managing Director, Cresset Private Capital","Cresset Asset Management, LLC",kodonnell@cressetcapital.com,312-429-2400,Salesforce
11031089,Inactive Investor,Deborah Kerr,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,deborah_kerr@vanguard.com,,Salesforce
10885248,Inactive Investor,Walter Ziffer,,OneDigital Investment Advisors Gaithersburg MD 9711 Washingtonian Blvd,walter.ziffer@onedigital.com,,Salesforce
11105127,Inactive Investor,Trevor Denney,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10954939,Inactive Investor,Benjamin Roberts,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9566220,,Ken Wayne,,,prosperfaster@gmail.com,,List import
9583290,,Wallace Bennett,,,wallace@bennettwealthadvisors.com,,List import
10797888,Inactive Investor,James Cowgill,Financial Advisor,Edward Jones Wilmington NC 265 Racine Dr,jamie.cowgill@edwardjones.com,,Salesforce
10647438,,Jacob Litzau,,,jacob.litzau@tiaa.org,,List Import
11220495,,Paul Cimino,,,paul.cimino@empower.com,,Other
11112872,Inactive Investor,Jose Sarmiento Coronado,,"Farmers Financial Solutions, LLC Orting WA 102 Washington Ave S",jsarmiento@farmersagent.com,,Salesforce
9630511,,JUAN QUEZADA,,,marvinantonio20@gmail.com,,List import
11067436,Inactive Investor,Charles Croft,,PlanMember Securities Corporation Agoura Hills CA 28720 Roadside Dr,ccroft@planmembersec.com,,Salesforce
10973695,Inactive Investor,Mark Chrobak,Financial Advisor,Edward Jones Troy MI 4064 Livernois Rd,mark.chrobak@edwardjones.com,,Salesforce
11072116,Inactive Investor,Charles Kern,,Fidelity Brokerage Services LLC,,,Salesforce
11182098,Inactive Investor,William Marks,Chief Compliance Officer;Member,"Security Financial Advisors, LLC Ann Arbor MI 1945 Pauline Blvd",,,Salesforce
343447,,Alex Darden,Partner,Eqt Partners Inc.,alex.darden@eqtpartners.com,917-281-0850,Manual List Upload
10963029,Inactive Investor,Clayton Moyer,Wealth Advisor,"Avidian Wealth Solutions, LLC",claytonmoyer@avidianwealth.com,,Salesforce
10766603,Inactive Investor,Kimberly Smetana,,"Raymond James & Associates, Inc.",kimberly.smetana@raymondjames.com,,Salesforce
10932787,Inactive Investor,Nicolas Galarza,Chief Compliance Officer;Chief Executive Officer,Quiena Inversiones,nicolasgalarza@quiena.com,,Salesforce
9606819,,ander neo,,,467862882@qq.com,,List import
7498099,,roijoihgdf otijytoij,,,horinog608@jthoven.com,,Web form fillout
10841377,Inactive Investor,Brian McCarver,Director;Managing Director,"Stonebridge Financial Group, LLC",,,Salesforce
11182748,Inactive Investor,Andrew Gustafson,,Fidelity Brokerage Services LLC,,,Salesforce
372921,,Ahmad Farooq,,[Unknown],primegroupofnt@gmail.com,,source
11206750,Inactive Investor,Matthew Mueller,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,matthew.mueller@lpl.com,,Salesforce
10764681,Inactive Investor,Judith Gannon,,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,judith.gannon@ubs.com,,Salesforce
334043,,Allan Dwyer,Shareholder,Epg Incorporated,adwyer@epgadv.com,781-235-2666,Manual List Upload
10816194,Inactive Investor,Chad Thomas,Financial Advisor,"Wells Fargo Clearing Services, LLC Berkeley Heights NJ 350 Springfield Ave",chad.thomas@wellsfargo.com,,Salesforce
9633153,,Casey Gordon,,,kcbgordon@gmail.com,,List import
10888290,Inactive Investor,Jason Arayata,,J.P. Morgan Securities LLC Irvine CA 13128 Jamboree Rd,jason.arayata@jpmorgan.com,,Salesforce
9592196,,Joy Watkins,,,jwatkins@anchorinvestmentmanagement.com,,List import
9557440,,D F,,,xiaolin619@gmail.com,,List import
11002258,Inactive Investor,Joseph Pledger,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,joseph.c.pledger.rlj9@statefarm.com,,Salesforce
10861139,Inactive Investor,Johnson Jimison,,PFS Investments Inc.,,,Salesforce
10962225,Inactive Investor,Bryan Goodfried,,LPL Financial LLC Kalispell MT 2 Main St,bryan.goodfried@lpl.com,,Salesforce
11178352,Inactive Investor,Abigail Smith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9631618,,Lueu Poly,,,viyow37727@jentrix.com,,List import
10890046,Inactive Investor,Ryan Tenry,,"Cambridge Investment Research, Inc. Knoxville TN 300 N Forest Park Blvd",,,Salesforce
11127755,Inactive Investor,James Luffey,,LPL Financial LLC Gulfport MS 1302 Magnolia St,james.luffey@lpl.com,,Salesforce
10987426,Inactive Investor,Craig Adcock,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9610544,,ATIF MUMTAZ,,,mumtazatif12@gmail.com,,List import
11010361,Inactive Investor,Robert Draper,Chief Compliance Officer;Portfolio Manager,"McAlvany Wealth Management, LLC",rdraper@mwealthm.com,,Salesforce
11020577,Inactive Investor,Stacey Grachek,,Thrivent Investment Management Inc. Jupiter FL 725 N Hwy A1A,stacey.grachek@thrivent.com,,Salesforce
6227140,,Ronald Victor,,,ron.a.victor@gmail.com,,Web Form Fillout
240896,,Winther Kristen,,[Unknown],kwinther@tifin.com,,Event
11045136,Inactive Investor,Stephen McGoldrick,Financial Planner,"Osaic FA, Inc. Urbandale IA 2900 100th St",steve.mcgoldrick@lfg.com,,Salesforce
11255237,Inactive Investor,Michael Cochran,Chief Investment Officer,BentOak Capital Fort Worth TX 5000 Overton Plz,michael@bentoakcapital.com,,Salesforce
11016674,Inactive Investor,Yee Vue,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,yvue@ft.newyorklife.com,,Salesforce
110951,,Barry Cynoweic,,[Unknown],b413@yahoo.com,,
11008520,Inactive Investor,Fernando Ramirez,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,fernando.ramirez@primerica.com,,Salesforce
10921066,Inactive Investor,Julia Fogel,Co-Owner;Office Manager,"Fogel Investment Advisory Group, Inc.",,,Salesforce
9647860,,Thomas Hartsell,,,thartsell@uwharrie.com,,List import
9618373,,John Force,,,jforce@millraceasset.com,,List import
11028791,Inactive Investor,Elizabeth Curry,,Fidelity Brokerage Services LLC,,,Salesforce
10968763,Inactive Investor,Matthew Weyel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10826782,Inactive Investor,Robert Friedman,Assistant Vice President - Wealth Management,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,robert.j.friedman@morganstanley.com,,Salesforce
11086009,Inactive Investor,Jadderly Hiciano,,PFS Investments Inc. New York NY 1430 Broadway,jadderly.hiciano@primerica.com,,Salesforce
10764337,Inactive Investor,Steven Lee,,"BFC Planning, Inc. Lake Forest IL 707 Buena Rd",,,Salesforce
11132533,Inactive Investor,Marilou Davido,Chief Compliance Officer;Vice President,WFA Asset Management Corp,marilou@wfa-asset.com,,Salesforce
11005483,Inactive Investor,Eric Vargas,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",,,Salesforce
10911106,Inactive Investor,Joe Faulk,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Crestview FL 301 S Ferdon Blvd",jfaulk@kingsview.com,,Salesforce
11155581,Inactive Investor,John Meagher,,Kovack Securities Inc. Roswell GA 515 E Crossville Rd,,,Salesforce
9634792,,Mike Keller,,,mike.keller@ceteraadvisors.com,,List import
10799671,Inactive Investor,William Lezama,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,william.lezama@ubs.com,,Salesforce
10804166,Inactive Investor,Mark Shepherd,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fresno CA 5200 N Palm Ave,mark.shepherd@ubs.com,,Salesforce
11081229,Inactive Investor,Harrison Williams,,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,harrison.williams@ubs.com,,Salesforce
11036543,Inactive Investor,Jason Woodall,Operations Manager,"Ameriprise Financial Services, LLC Woodbridge VA 12848 Harbor Dr",,,Salesforce
11056515,Inactive Investor,Robert Kinney,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,rkinney@primerica.com,,Salesforce
10844592,Inactive Investor,Carol Bieber,Chief Compliance Officer;Partner;Secretary;Shareholder;Treasurer;Vice President,Professional Advisory Services Inc,carol@pa-services.com,,Salesforce
9603814,,TARYN WIDEN,,,taryn.widen@moelis.com,,List import
9576945,,mayer levy,,,mlevy907@gmail.com,,List import
10787266,Inactive Investor,Michael Keeney,,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,michael.j.keeney@jpmorgan.com,,Salesforce
11221830,,Gregory King,,,gking@johnsonfinancialgroup.com,,List Import
10645704,,Michael Ferconio,,,michael.ferconio@alexbrown.com,,List Import
11198508,Inactive Investor,Blake Hoffpauir,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
2145136,,gongyi zhu,,,elvinw@qq.com,,
9580007,,Bruce Katz,,,bkatz@atlantictrust.com,,List Import
10805882,Inactive Investor,Jimmy Medlin,Vice President - Investments;Wealth Management Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",,,Salesforce
9638293,,Ravi Singh,,,ravi.singh@kedgecapital.com,,List import
11064216,Inactive Investor,James Remington,Financial Advisor,Edward Jones Okmulgee OK 300 S Central Ave,james.remington@edwardjones.com,,Salesforce
11199230,Inactive Investor,Fernando Remigio,,J.P. Morgan Securities LLC New City NY 2 New Hempstead Rd,fernando.a.remigiojr@jpmorgan.com,,Salesforce
5138909,,George Reinhardt,,,george.reinhardt@prodigy.net,,Web form fillout
373760,,Halvard Kvaale,,[Unknown],hkvaale@icloud.com,,source
333342,,James Kahle,,Wesbanco Trust,kahle@wesbanco.com,,Manual List Upload
9567709,,Adam Blumberg,,,adam@interaxis.io,,List import
10997423,Inactive Investor,Brandon Hudson,,PFS Investments Inc. Kamuela HI 65-1204 Lindsey Rd,brandon.hudson@primerica.com,,Salesforce
11091227,Inactive Investor,Blake Webb,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,,,Salesforce
11114900,Inactive Investor,Teresa Shaffer,,"Truist Investment Services, Inc. Ashburn VA 43865 Freedom Station Plz",teresa.shaffer@truist.com,,Salesforce
11050064,Inactive Investor,David Penniall,Chairman;Chief Executive Officer;President,Bridge Advisory LLC,dave@bridgeadvisory.com,,Salesforce
10985963,Inactive Investor,David Hamel,Associate Advisor,Phillips Financial,david@1phillips.com,,Salesforce
10491308,,Joe Lyons,,,jlyons@lamar.com,,Web Form Fillout
10860117,Inactive Investor,Gaurav Batra,,Edward Jones Gilbert AZ Private Residence,,,Salesforce
10879689,Inactive Investor,Landon Pierce,Financial Advisor,Edward Jones Fort Smith AR 3510 S 79th St,kyle.pierce@edwardjones.com,,Salesforce
10873897,Inactive Investor,Christy Verenski,,"Osaic Wealth, Inc. New Castle PA 10 N Mill St",,,Salesforce
10855660,Inactive Investor,Matthew Davis,,"Osaic Wealth, Inc. Plano TX 5465 Legacy Dr",,,Salesforce
9608816,,Rita Santos Rocha,,,rita.r.walsvik@gmail.com,,List import
10596243,,THOMAS CIFELLI,,,thomas.cifelli@ms.com,,Web Form Fillout
197449,,Thomas Marbury,,United States,tmarbury@ocrc.net,,Organic Search
371827,,Marrc Vara,,[Unknown],marc@towerwestcapital.com,,Salesforce
11093035,Inactive Investor,Tanja Ivovic,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,tanja.ivovic@ubs.com,,Salesforce
205081,,Roberta Boland,,[Unknown],rhb935@yahoo.com,,
11033659,Inactive Investor,Aruna Sriram,Private Client Advisor,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,aruna.x.sriram@jpmorgan.com,,Salesforce
10982296,Inactive Investor,Kristopher Wright,,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,kristopher.wright@ubs.com,,Salesforce
10762495,Inactive Investor,Henry Gerlach,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Westlake OH 27476 Detroit Rd",gerlachh@stifel.com,,Salesforce
11133097,Inactive Investor,Joseph Sciabica,Financial Advisor,Park Avenue Securities LLC Beacon NY 6 Eliza St,joseph_sciabica@glic.com,,Salesforce
10930923,Inactive Investor,Marc Panaro,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,mpanaro@lincolninvestment.com,,Salesforce
11213089,Inactive Investor,Diane Santonino,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
10781108,Inactive Investor,Nan Xu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10898058,Inactive Investor,Scott Desantis,,"Northwestern Mutual Investment Services, LLC Boston MA 20 Newbury St",scott.j.desantis@nm.com,,Salesforce
9567650,,Bayly Winder,,,bayly@polygonim.com,,List import
11228667,Inactive Investor,Brandon Basal,,J.P. Morgan Securities LLC Laguna Niguel CA 28131 Crown Valley Pkwy,brandon.basal@jpmorgan.com,,Salesforce
9579038,,Elaine Ou,,,elaine.ou@gmail.com,,List import
9629898,,Matthew Zimmerman,,,matthew_zimmerman@hotmail.com,,List import
9640836,,Patrick Bradley,,,patrick.l.bradley@gmail.com,,List import
11033217,Inactive Investor,Esther Lee,,"Farmers Financial Solutions, LLC Aurora CO 1930 S Havana St",,,Salesforce
11182114,Inactive Investor,Kent Wilson,President,"Wilson Financial Advisors, Inc. Salt Lake City UT 50 S 600 E",kwilson@wilsonfeeonly.com,,Salesforce
11069888,Inactive Investor,Daniel Schwenker,Chief Compliance Officer;President,"D.A. Schwenker & Assoc.'s, Inc. Columbus OH 6797 N High St",,,Salesforce
10815506,Inactive Investor,Michael Brusso,Financial Advisor,"Wells Fargo Clearing Services, LLC Bradenton FL 1700 59th St W",michael.brusso@wellsfargoadvisors.com,,Salesforce
11173859,Inactive Investor,Jaimie Palmer,Chief Compliance Officer,"Beacon Capital Management, LLC",jaimie.palmer@beaconcm.com,,Salesforce
11210307,Inactive Investor,James Gaughran,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",james_gaughran@ml.com,,Salesforce
9583834,,Gerald Radican,,,gradican@massmutual.com,,List import
10879759,Inactive Investor,Carlos Naslausky,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11024796,Inactive Investor,Issac Gao,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,issac.gao.yzpb@statefarm.com,,Salesforce
11195947,Inactive Investor,Walter Sommerfelt,,"Fortune Financial Services, Inc. Lenoir City TN 1500 Simpson Rd W",,,Salesforce
11082471,Inactive Investor,Gabriela Mercado Candia,Associate Banker,Citigroup Global Markets Inc.,,,Salesforce
11008235,Inactive Investor,Thomas Laka,,"Halo Securities, LLC",,,Salesforce
11154664,Inactive Investor,Donald Riddle,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,donald.riddle@fidelity.com,,Salesforce
9626681,,Rano Dinata Rano,,,ranodinata22@gmail.com,,List import
11065311,Inactive Investor,Gabriela Perez Cantu,,"Invex, LLC.",,,Salesforce
11235207,Inactive Investor,Steven Jacobsmeier,Financial Advisor,"Milestone Financial Planning, LLC",,,Salesforce
9611929,,Christophe Poitevin,,,christophepoitevin69@gmail.com,,List import
11164920,Inactive Investor,Toufic Beydoun,,"Allstate Financial Services, LLC Westland MI 27852 Warren Rd",terrybeydoun@allstate.com,,Salesforce
9623361,,Memey You,,,meme5@gmail.com,,List import
11092809,Inactive Investor,Dale White,,"Sunbelt Securities, Inc. Lexington KY 2365 Harrodsburg Rd",dale.white@sunbeltsecurities.com,,Salesforce
9559049,,Robert Burleson,,,rburleson@keelpoint.com,,List import
11097261,Inactive Investor,Christine Sanor,,"Raymond James Financial Services, Inc. Navarre OH 4790 Erie Ave SW",chris.sanor@raymondjames.com,,Salesforce
10956425,Inactive Investor,Neha Dixit,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hollister CA 320 San Benito St",ndixit2@ml.com,,Salesforce
9846758,,Ian Mellen,,,ianlmellen@gmail.com,,Web Form Fillout
10902840,Inactive Investor,Andrew Fairbanks,Financial Advisor,LPL Financial LLC Sacramento CA 1301 Exposition Blvd,andrew.fairbanks@lpl.com,,Salesforce
225468,,Jon -,Sales-Owner,Lifelongevity International,nationaltruck@att.net,(918) 991-8930,Initial Salesforce Import
321821,,William Kimball,None,Law Office of William H. Kimball,wkimball@wkimball.com,,Manual List Upload
10845192,Inactive Investor,Gwendolyn Scott,,LPL Financial LLC Atlanta GA 3715 Northside Pkwy NW,,,Salesforce
10909424,Inactive Investor,Allen Perry,,"American Fidelity Securities, Inc.",allen.perry@af-group.com,,Salesforce
242160,,Travis Champion,Vice President,IncestorCOM,tchampion@investorcom.com,,Event
196557,,David Featherston,Investment Advisor Representative,"Shadowridge Asset Management, LLC",david@shadowridgeinvest.com,888-434-1427,
9570899,,Andrew Golicz,,,agolicz@bluemountaincapital.com,,List import
10952801,Inactive Investor,Stephen Fallon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10781028,Inactive Investor,Joseph Fulkerson,,NYLIFE Securities LLC Herndon VA 625 Elden St,jafulkerson@ft.newyorklife.com,,Salesforce
11177856,Inactive Investor,Stephanie Arensdorf,Private Wealth Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 2813 Terrace Dr",stephanie.l.arensdorf@ampf.com,,Salesforce
11146828,Inactive Investor,Laura Collins,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",laura.hay@wellsfargoadvisors.com,,Salesforce
11151179,Inactive Investor,Anna Aramouni,,PFS Investments Inc. West Palm Beach FL 470 Columbia Dr,aaramouni@primerica.com,,Salesforce
10987487,Inactive Investor,Edward Seidl,,"FBL Marketing Services, LLC Overland Park KS 10865 Grandview Dr",edward.seidl@fblfinancial.com,,Salesforce
10821511,Inactive Investor,Sean Kilbride,Associate Vice President - Investments,"Raymond James & Associates, Inc. Westport CT 285 Riverside Ave",sean.kilbride@raymondjames.com,,Salesforce
9588876,,Hitesh Rajpurohit,,,mehitesh3@gmail.com,,List import
10999100,Inactive Investor,Tracy Gran,,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",gran.tracy@principal.com,,Salesforce
11007687,Inactive Investor,Anthony Vote,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,anthony.vote.yeg2@statefarm.com,,Salesforce
61448,,Stephanie Fine,Chief Compliance Officer,Prophet Equity Management Ii Llc,sfine@prophetequity.com,817-898-1500,Manual List Upload
11056245,Inactive Investor,Kaden Halverson,Client Relationship Manager,"Ameriprise Financial Services, LLC Cambridge MN 105 Garfield St S",,,Salesforce
9624078,,tyler rattray,,,rattr002@umn.edu,,List import
11079504,Inactive Investor,Julie Osladil,Financial Advisor,"Packerland Brokerage Services, Inc. Kiel WI 505 State Road 67",julie_osladil@packerlandbrokerage.com,,Salesforce
9587314,,Gary Firebaugh,,,gary.firebaugh@suntrust.com,,List import
11137874,Inactive Investor,Jason Smith,,"FBL Marketing Services, LLC Omaha NE 11713 M Cir",jason.smith@fbfs.com,,Salesforce
11085971,Inactive Investor,Margaret Wilkin,Director,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,mwilkin@rwbaird.com,,Salesforce
10884136,Inactive Investor,William Fletcher,Chief Compliance Officer;President,"Fletcher Wealth Management, Inc.",andrew@fletcherwm.com,,Salesforce
343924,,Anthony Maroon,Member,"Glasfunds, Llc",amaroon@glasfunds.com,216-862-1300,Manual List Upload
25406,,Richard Farr,Chief Market Strategist,Merion Capital Group,rfarr@merioncapital.com,1-610-440-3790,Direct
10759191,Inactive Investor,Michael Eckrich,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9544484,,Brenda Coyle,,,brenda@c3financialstrategies.com,,List import
11116897,Inactive Investor,Randi Denofa,,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,rdenofa@janney.com,,Salesforce
240372,,Richard Perroset,,[Unknown],calcycologist@gmail.com,,Direct
10988887,Inactive Investor,Megan Smoots,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11225832,,James Ketchum,,,Ketchblkjk69@gmail.com,,Web Form Fillout
11166396,Inactive Investor,Yonatan Fessehaye,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,yonatan.fessehaye@fmr.com,,Salesforce
10780394,Inactive Investor,Jonathan Siegel,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",jonathan.siegel@stifel.com,,Salesforce
10647202,,Eric Schranck,,,eric.schranck@edwardjones.com,,List Import
10849863,Inactive Investor,Kurt Anderson,Co-Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Port Angeles WA 917 E Front St,kanderson@dadco.com,,Salesforce
10776006,Inactive Investor,William West,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",todd.west@wellsfargoadvisors.com,,Salesforce
10861858,Inactive Investor,Irina Evans,,J.P. Morgan Securities LLC San Francisco CA 98 W Portal Ave,irina.k.avanesyan@chase.com,,Salesforce
11077545,Inactive Investor,Kay Song,Preferred Relationship Manager,"Fifth Third Securities, Inc. Glenview IL 2823 Pfingsten Rd",kay.song@53.com,,Salesforce
9621008,,Seungjae Kang,,,seungjae0108@gmail.com,,List import
10861286,Inactive Investor,Stephen Siegle,,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",stephen.siegle@rbc.com,,Salesforce
10772766,Inactive Investor,Nolan Karras,Chairman;Chief Executive Officer,"The Karras Company, Inc.",,,Salesforce
11199286,Inactive Investor,Matthew Clarke,Private Client Advisor,J.P. Morgan Securities LLC Rocky Point NY 346 Rte 25A,matthew.j.clarke@jpmorgan.com,,Salesforce
11150481,Inactive Investor,Manuel Mares,,"Empower Financial Services, Inc Conroe TX Private Residence",manuel.mares@empower.com,,Salesforce
10792428,Inactive Investor,David Friezo,,"Lion Street Financial, LLC Fort Lauderdale FL 2929 E Commercial Blvd",dfriezo@lionstreet.com,,Salesforce
10979043,Inactive Investor,Stephen Rathbun,,"Principal Securities, Inc. New Braunfels TX Private Residence",,,Salesforce
10957241,Inactive Investor,Warren Black,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",warren.black@ml.com,,Salesforce
9577442,,Chan SunWoo,,,sunwoochan@gmail.com,,List import
221172,,Gabriella Almeida,,[Unknown],gabriella.j.almeida@pwc.com,,
10644822,,Kate Brown,,,whui@williamblair.com,,List Import
10646466,,Mark Lembeck,,,mark.lembeck@ubs.com,,List Import
10939797,Inactive Investor,Jordan Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10976025,Inactive Investor,Yianni Skourtis,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
10828409,Inactive Investor,Victor Rickman,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",victor.rickman@wellsfargoadvisors.com,,Salesforce
9577886,,Jonathan Martin,,,jonathan.martin@greensquarecap.com,,List import
10889246,Inactive Investor,Lance Murphy,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",lance.murphy@raymondjames.com,,Salesforce
11166101,Inactive Investor,Marcus Medina,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9558118,,George Enyi,,,enyigeorge76@gmail.com,,List import
10836646,Inactive Investor,Brian Weisman,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",bweisman@fmsbonds.com,,Salesforce
11190062,Inactive Investor,Doug Wollney,Director - Alternative Investments;Executive Director;Financial Advisor;Portfolio Management Director;Workplace Advisor,Morgan Stanley Barrington IL 760 W Main St,douglas.wollney@morganstanley.com,,Salesforce
10488284,,Sammy Abdullah,"Chairman, Founder, Managing Partner, Owner","BSV Fund Managers, LLC",sammy@blossomstreetventures.com,,List Import
10867312,Inactive Investor,Rydan Case,Founding Partner;Partner;Senior Wealth Advisor,"Ironwood Wealth Management, LLC Laguna Niguel CA 30011 Ivy Glenn Dr",rcase@ironwoodwm.com,,Salesforce
10954586,Inactive Investor,Haruka Endo,,Citigroup Global Markets Inc.,,,Salesforce
339623,,Margien Tolson,"Securities Research, Portfolio Implementation","Boston Common Asset Management, Llc",mtolson@bostoncommonasset.com,617-720-5557,Manual List Upload
2729,,Sanjay Ghandikota,Senior Research Analyst,"Onex Credit Partners, LLC",sghandikota@onexcredit.com,1-201-541-2121,Initial Salesforce Import
374526,,Alan Roycroft,Senior Vice President—Investments,Baystate Financial,,617-239-8101,Manual List Upload
142042,,Mary Gilligan,Financial Services Representative,"MML Investors Services, LLC",mgilligan@financialguide.com,216-621-5680,
11040330,Inactive Investor,Tamera Pinckney,,RCH Securities,tpinckney@rch1.com,,Salesforce
10943346,Inactive Investor,Peter Kranzler,Chief Compliance Officer;Chief Executive Officer;Managing Member,San Mateo Capital Management LLC,,,Salesforce
10769100,Inactive Investor,Brad Davis,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,brad.davis@fidelity.com,,Salesforce
9615875,,Isaac Romano,,,iromanob@gmail.com,,List import
10846512,Inactive Investor,John Dodds,,"Kestra Investment Services, LLC Milwaukee WI 757 N Broadway",,,Salesforce
10985192,Inactive Investor,Stephen Bush,,"Empower Financial Services, Inc North Royalton OH Private Residence",steve.bush@empower.com,,Salesforce
11081773,Inactive Investor,Michael Massengale,Financial Advisor,LPL Financial LLC Lubbock TX 8008 Slide Rd,michael.massengale@lpl.com,,Salesforce
10914124,Inactive Investor,Paul Niemiec,Financial Professional,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",paul.niemiec@ml.com,,Salesforce
10936218,Inactive Investor,Jeffrey Brooks,,The AmeriFlex Group Phoenix AZ 4647 N 32nd St,,,Salesforce
10777150,Inactive Investor,Patrick Keane,Financial Advisor,Edward Jones Quincy IL 4531 Maine St,pete.keane@edwardjones.com,,Salesforce
10408060,,KATIE SCOTT,,,katie_6_tall@yahoo.com,,Web Form Fillout
9572664,,Albert Kantra,,,akantra@sequoia-financial.com,,List Import
10758192,Inactive Investor,Cari Pakula,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",pakulac@stifel.com,,Salesforce
10876555,Inactive Investor,Evan Stevens,Financial Representative;Managing Director,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",grant.stevens@nm.com,,Salesforce
10821114,Inactive Investor,Andrew Kim,Partner;Shareholder,"District Capital Management, LLC Arlington VA 4201 Wilson Blvd",akim@districtcapm.com,,Salesforce
346051,,Martin Ruiz,President,Carter Bain Wealth Management,martin.ruiz@carterbain.com,575-526-1455,
343146,,Juan Elizalde,Portfolio Manager,"Pichardo Asset Management, S.a. De C.v.",jelizalde@paminversion.com,525-552-614600,Manual List Upload
337525,,Mike Simpson,Investment Advisor Representative,"Visionary Horizons, Llc",mike@visionaryhorizons.com,865-675-8496,Manual List Upload
10927171,Inactive Investor,Justin Walsh,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_walsh@vanguard.com,,Salesforce
10835562,Inactive Investor,Carol Furtado,Financial Advisor,Edward Jones Rockingham NC Private Residence,carol.furtado@edwardjones.com,,Salesforce
9625960,,sanjay Kumar,,,sanjay.sah63@gmail.com,,List import
10646112,,Michael Polakovic,,,mpolakovic@legionce.com,,List Import
9580836,,Brian Cohen,,,bcohen@nationalsecurities.com,,List import
11203724,Inactive Investor,Sara Africk,,Goldman Sachs & Co.,sara.africk@gs.com,,Salesforce
11138775,Inactive Investor,Richard Hendry,,"Raymond James Financial Services, Inc. Englewood CO 9800 Pyramid Ct",rich.hendry@raymondjames.com,,Salesforce
11045344,Inactive Investor,Glenn Vandine,,"Farmers Financial Solutions, LLC Denver CO 387 N Corona St",gvandine@farmersagent.com,,Salesforce
10882649,Inactive Investor,Jason Radakovich,Financial Advisor,Financial Advocates Investment Management Rock Springs WY 1575 Dewar Dr,jradakovich@financialadvocates.com,,Salesforce
11010242,Inactive Investor,Pamela Terry,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
11232913,Inactive Investor,Andrew Wilson,,"Wells Fargo Clearing Services, LLC Burnsville MN 100 W Burnsville Pkwy",,,Salesforce
11103083,Inactive Investor,Ryan Hastie,,Commonwealth Financial Network Salinas CA 307 Main St,rhastie@commonwealth.com,,Salesforce
11068599,Inactive Investor,Kathy Bickhaus,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",kathy_bickhaus@ml.com,,Salesforce
236438,, -,,[[Unknown]],frozencookiecrum@gmail.com,,
11183419,Inactive Investor,James Pyles,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Bellingham WA 23 Bellwether Way",james.pyles@wellsfargoadvisors.com,,Salesforce
10918757,Inactive Investor,Kelli Taylor,,"Northwestern Mutual Investment Services, LLC Pensacola FL 108 Palafox Pl",kelli.taylor@nm.com,,Salesforce
10878982,Inactive Investor,Michael Schneider,,"TIAA-CREF Individual & Institutional Services, LLC",,,Salesforce
239973,,Keisha Starks,"Investment Operations, Office Manager","Elser Financial Planning, Inc.",admin@elserfp.com,317-731-5615,Manual List Upload
11050293,Inactive Investor,Patti Daly,Advisor;Senior Vice President,BankPlus Wealth Advisors,pattidaly@bankplus.net,,Salesforce
11140944,Inactive Investor,Joel Tepp,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",joel.tepp@wellsfargoadvisors.com,,Salesforce
11207624,Inactive Investor,Michelle Morris,Chief Compliance Officer;Owner,Brio Financial Planning,michelle@briofp.com,,Salesforce
206753,,Zachary Rosen,,[Unknown],zack@ribbit.com,,Organic Search
10855725,Inactive Investor,Jeffrey Oetman,,"Wells Fargo Advisors Financial Network, LLC San Luis Obispo CA 1319 Marsh St",jeffrey.oetman@wellsfargoadvisors.com,,Salesforce
11173621,Inactive Investor,Colin Mckey,Financial Advisor,Edward Jones Spring Lake MI 518 W Savidge St,colin.mckey@edwardjones.com,,Salesforce
9636480,,James Cook,,,james.cook@shcp.com,,List import
9619106,,Christopher Lively,,,clively@axiom-investors.com,,List import
11232061,Inactive Investor,Mitchel Fortin,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
10813555,Inactive Investor,John Sommers,Co-Founder;Director;Executive Chairperson,Income Research + Management Boston MA 100 Federal St,john@incomeresearch.com,,Salesforce
9544841,,Oscar Bean,,,ombwv@hotmail.com,,List import
11154371,Inactive Investor,James Jump,,"Osaic Wealth, Inc. Westlake OH 1650 Crossings Pkwy",,,Salesforce
11121374,Inactive Investor,David Lewis,Financial Advisor,Edward Jones Bar Harbor ME 71 Cottage St,david.lewis@edwardjones.com,,Salesforce
11017194,Inactive Investor,Bryan Morgan,Financial Advisor;Senior Client Service Associate,"Raymond James & Associates, Inc. Wyandotte MI 3003 Biddle Ave",bryan.morgan@raymondjames.com,,Salesforce
11169366,Inactive Investor,Brandon Craig,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11073115,Inactive Investor,Tyler Demge,Private Client Banker,J.P. Morgan Securities LLC Germantown WI W156N11251 Pilgrim Rd,tyler.demge@chase.com,,Salesforce
245361,,Curt Meyer,Managing Director,Syntax,cmeyer@syntaxadvisors.com,401 954 7220,Manual List Upload
11002203,Inactive Investor,Bjorn Anderson,,"Empower Financial Services, Inc Saint Cloud MN 4150 2nd St S",bjorn.anderson@empower.com,,Salesforce
9618560,,Colin Weiner,,,cweiner@thecypressfunds.com,,List import
9584144,,Eddy Abraham,,,eddy.abraham@gmail.com,,List import
11187636,Inactive Investor,Meghan McFarland Anderson,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Minocqua WI 9433 County J",meghan.m.anderson@ampf.com,,Salesforce
10957731,Inactive Investor,Brandon Tieso,Chief Compliance Officer;Operations Manager,"Intrack Investment Management, Inc. South Burlington VT 6 Dubois Dr",btieso@intrackinvest.com,,Salesforce
9589786,,Ron Zeff,,,rzeff@carmelpartners.com,,List import
11124402,Inactive Investor,Damian Saenz,,LPL Financial LLC McAllen TX 520 E Nolana Ave,damian.saenz@lpl.com,,Salesforce
10840563,Inactive Investor,Dominic Rebelo,Financial Advisor,LPL Financial LLC Woburn MA 10 Cedar St,dominic.rebelo@lpl.com,,Salesforce
10804986,Inactive Investor,Jonathan Allen,Branch Manager;Chief Compliance Officer;Financial Advisor;Member;Owner,"Allen Wealth Management, LLC",jonathan.allen@allenwealthmanagement.com,,Salesforce
11203128,Inactive Investor,Daniel Lecure,,Huntleigh Securities Corporation Jefferson City MO 3216 N 10 Mile Dr,,,Salesforce
11081534,Inactive Investor,Justin Martinez,Financial Advisor,"Osaic Wealth, Inc. Riverside CA 16099 Hillsmont Ln",jrmartinez@osaicwealth.com,,Salesforce
11074697,Inactive Investor,Jeffrey Kolzow,Wealth Advisor,Thrivent Investment Management Inc. Mesa AZ 2941 N Power Rd,jeff.kolzow@thrivent.com,,Salesforce
9592288,,Ernie Galliani,,,efgalliani@gmail.com,,List import
9602587,,Aleksander Kavs,,,sashakavs@hotmail.com,,List import
10613574,,Gerald McGinley,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,gerry.mcginley@ubs.com,,List Import
10896072,Inactive Investor,Kristofer Kline,,Country Capital Management Company,kris.kline@countryfinancial.com,,Salesforce
337279,,?? ?,,[Unknown],iq9999kr@hanmail.net,,source
10896009,Inactive Investor,Cody Atherton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,cody.atherton@fidelity.com,,Salesforce
9598376,,1 1,,,1111111111@163.com,,List import
11236395,Inactive Investor,Nicholas Schilkey,Financial Advisor,Oceanside Advisors LLC,,,Salesforce
11260480,Inactive Investor,Sarah Sabi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",,,Salesforce
10791381,Inactive Investor,Jason Vajda,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11182602,Inactive Investor,Travis Snyder,,State Farm VP Management Corp. Ashland OH 1650 Eagle Way,travissnyder@statefarm.com,,Salesforce
10784818,Inactive Investor,Kapila Morgan,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10864257,Inactive Investor,Holmes Osborne,Principal,"Osborne Global Investors, Inc. Odessa MO 201 N 2nd St",holmes@holmesosborne.com,,Salesforce
11152631,Inactive Investor,Michael Aberle,,"Osaic Wealth, Inc. Fort Lauderdale FL 900 S Pine Island Rd",,,Salesforce
11145941,Inactive Investor,James Samselski,,"MML Investors Services, LLC Moosic PA 52 Glenmaura National Blvd",jsamselski@financialguide.com,,Salesforce
9583679,,Julie Thomas,,,jthomas@feg.com,,List import
349255,,Geleg Kyarsip,"CFP(r) Principal, manager",Kyarsip Financial Advisors Llc,gelegkyarsip@gmail.com,206-686-3306,Manual List Upload
10828406,Inactive Investor,Oscar Lopez,Senior Financial Advisor,Commonwealth Financial Network Laredo TX 121 Calle Del Norte,olopez@commonwealth.com,,Salesforce
10822557,Inactive Investor,Bernadette Salazar,,LPL Financial LLC Buena Vista CO 301 E Main St,bernadette.bifano@lpl.com,,Salesforce
11056680,Inactive Investor,John Pimental,,Cetera Advisors LLC North Attleboro MA 16 Mason Ave,,,Salesforce
245682,,Allison Dirksen,"SVP, Head of Wealth Solutions Sales",Voya Financial,allison.dirksen@voya.com,16122704701,Manual List Upload
10871934,Inactive Investor,Kevin McLaughlin,Financial Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",kevin.mclaughlin@ampf.com,,Salesforce
11114800,Inactive Investor,Armando Olivier,Financial Advisor;First Vice President;Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",armando.olivieri@ml.com,,Salesforce
9634722,,Ken Alen,,,kalen@mwmgroup.com,,List import
11170354,Inactive Investor,Sidney Linehan,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,sidney.linehan@fidelity.com,,Salesforce
11081438,Inactive Investor,Dennis Cunningham,,"Parkland Securities, LLC Irvine CA 9890 Research Dr",,,Salesforce
11057862,Inactive Investor,Athena Gatan,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 1333 Stewart St",athena.gatan@ampf.com,,Salesforce
10793776,Inactive Investor,Kevin Foster,,LPL Financial LLC Chandler AZ 5720 W Chandler Blvd,kevin.foster@lpl.com,,Salesforce
9617882,,Cindy New,,,cnew@rvx-am.com,,List import
11089061,Inactive Investor,Juan Chavez,Wealth Advisor,TLWM Financial,,,Salesforce
10794905,Inactive Investor,Shelley Davidson,Senior Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
10640337,,Amir Garibovic,,,amir.garibovic@icloud.com,,Web Form Fillout
11046899,Inactive Investor,Robert Mitchell,Relationship Partner,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11091635,Inactive Investor,Aaron Farthing,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",aaron.farthing@nm.com,,Salesforce
10942574,Inactive Investor,Yu Chou,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,ychou@gwnsecurities.com,,Salesforce
10774932,Inactive Investor,David Youngman,Compliance Specialist,"Wells Fargo Advisors Financial Network, LLC",david.youngman@wfafinet.com,,Salesforce
11017136,Inactive Investor,Sahil Varma,,Citigroup Global Markets Inc.,,,Salesforce
11044804,Inactive Investor,Josefina Vasquez,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
10916061,Inactive Investor,Justin Blackard,Associate Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 606 S 9th St",justin.c.blackard@ampf.com,,Salesforce
11023854,Inactive Investor,Jhett Urie,Financial Advisor,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,,,Salesforce
10994827,Inactive Investor,Devante Williams,Investment Consultant,"Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",,,Salesforce
10925478,Inactive Investor,John Palma,,"Spartan Capital Securities, LLC",jpalma@spartancapital.com,,Salesforce
11001981,Inactive Investor,Chad Allen,,"American Portfolios Financial Services, Inc. Niagara Falls NY 345 Buffalo Ave",callen@americanportfolios.com,,Salesforce
124877,,Peter Loring,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, Llp",ploring@lwcotrust.com,617-523-6531,Manual List Upload
10937719,Inactive Investor,Wesley Cooper,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Sulphur Springs TX 323 Gilmer St",wes.cooper@nm.com,,Salesforce
9552068,,Dino Ghoussias,,,dino.ghoussias@rkminefinance.com,,List import
11041349,Inactive Investor,Joshua Newsom,,Fidelity Brokerage Services LLC San Francisco CA 44 Montgomery St,joshua.newsom@fmr.com,,Salesforce
11154194,Inactive Investor,Michael Donnelly,Investment Advisor Representative,"Equity Services, Inc. Vergennes VT 11 Main St",donnelly_michael@nlvmail.com,,Salesforce
11185726,Inactive Investor,Ernest Bates,,Country Capital Management Company Milledgeville IL 323 N Main Ave,ernest.bates@countryfinancial.com,,Salesforce
11083631,Inactive Investor,Ted Rolf,Preferred Relationship Manager,"Fifth Third Securities, Inc. Troy OH 825 W Market St",ted.rolf@53.com,,Salesforce
373092,,Yuxuan Chen,,[Unknown],yxchen@tuta.io,,source
10618780,,Craig Eyler,,,craig.r.eyler@morganstanley.com,,List Import
10764426,Inactive Investor,Atif Sakrani,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Miami FL 2525 Ponce De Leon Blvd",atif.sakrani@tiaa.org,,Salesforce
10967084,Inactive Investor,Guanyi Zheng,,"Wells Fargo Clearing Services, LLC Union City CA 34356 Alvarado Niles Rd",,,Salesforce
9593920,,Frederick Rispoli,,,fred@rispolilaw.com,,List import
10956110,Inactive Investor,Christopher Yeagle,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,Honeygo Financial,chris@honeygofinancial.com,,Salesforce
11054660,Inactive Investor,Ronald Johnson,,"Farmers Financial Solutions, LLC Walnut Creek CA 1700 N Broadway",rjohnson4@farmersagent.com,,Salesforce
9605640,,Rome Kal,,,romello5785@gmail.com,,List import
11045387,Inactive Investor,Richard Zyczkiewicz,,"Avantax Investment Services, Inc. Chapel Hill NC 210 N Columbia St",,,Salesforce
10859389,Inactive Investor,Steven Hafner,,"Kestra Investment Services, LLC Sandusky OH 5004 Timber Commons Dr",steven.hafner@kestrafinancial.com,,Salesforce
11146904,Inactive Investor,Paul Raper,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10934265,Inactive Investor,Worth Conner,,Cetera Investment Services LLC Lafayette IN 437 South St,,,Salesforce
10934287,Inactive Investor,Peter Kelly,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Harrisburg PA 10 S 2nd St,peter.d.kelly@jpmorgan.com,,Salesforce
10826018,Inactive Investor,Max Scholfield,,Cetera Advisors LLC Bella Vista AR Private Residence,,,Salesforce
10869213,Inactive Investor,Nicholas Snyder,Financial Advisor,LPL Financial LLC Bowling Green OH 1302 Brim Rd,nick.snyder@lpl.com,,Salesforce
11027689,Inactive Investor,Kenyetta Stewart,,PFS Investments Inc. Canton GA 270 E Main St,7hnmg@primerica.com,,Salesforce
11261233,Inactive Investor,Christian Swan,Analyst,"Swan Global Investments, LLC",christian.swan@swanglobalinvestments.com,,Salesforce
10843308,Inactive Investor,Michael Franklin,Financial Advisor,Edward Jones Fort Lauderdale FL 4711 N Ocean Dr,mike.franklin@edwardjones.com,,Salesforce
224412,,? ?,,ä¸€ é—«,528792517@qq.com,,
9619243,,Meme Officer,,,shaun@nuke.africa,,List import
9637495,,Kells Kina,,,helena@gmail.com,,List import
10784327,Inactive Investor,Laura Papera,,"Cambridge Investment Research, Inc.",,,Salesforce
10940621,Inactive Investor,Kelly Curtis,,LPL Financial LLC Buffalo NY 285 Delaware Ave,,,Salesforce
10761016,Inactive Investor,Harold Astorquiza,Financial Advisor;Resident Manager;Senior Vice President,Morgan Stanley Tampa FL 18302 Highwoods Preserve Pkwy,harold.astorquiza@morganstanley.com,,Salesforce
10996495,Inactive Investor,Michael Johnson,Financial Planner,"Pruco Securities, LLC. Fort Washington PA 580 Virginia Dr",michael.johnson@prudential.com,,Salesforce
9614272,,John Newell,,,john.newell@fieldhousecap.com,,List import
11222585,,Gustavo Zarate,,,gzarate@cfnmail.com,,List Import
9648312,,Muhamad Fuad Harun,,,mfuad.harun@gmail.com,,List import
11018572,Inactive Investor,Eduard Douglass Fearon,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",,,Salesforce
9575323,,Derek Snider,,,dsnider@massmutual.com,,List import
11173537,Inactive Investor,David Winand,Financial Advisor,Edward Jones Mount Gilead OH 6174 Commerce Dr,,,Salesforce
10656580,,Richard Debruin,,,pete.debruin@lpl.com,,List Import
10752960,Inactive Investor,Paul Vanecek,Wealth Advisor,LPL Financial LLC Villa Park IL 1 W Roosevelt Rd,p.vanecek@lpl.com,,Salesforce
10926762,Inactive Investor,Raymond Dondero,,LPL Financial LLC Ridgewood NJ 171 E Ridgewood Ave,raymond.dondero@lpl.com,,Salesforce
10812865,Inactive Investor,Robert Ziller,Financial Advisor,LPL Financial LLC Rochester MN 2308 Meadow Hills Dr SW,robert.ziller@lpl.com,,Salesforce
11051628,Inactive Investor,Grayson Hofferber,Chief Compliance Officer;Financial Advisor;President,"Millennial Wealth Management, LLC",grayson@millennialwealthmanagement.com,,Salesforce
10782925,Inactive Investor,Mark Maddock,,J.P. Morgan Securities LLC Belleville MI 465 Main St,mark.o.maddock@jpmorgan.com,,Salesforce
11203706,Inactive Investor,Gabriel Rowe,Financial Advisor,"Covenant Asset Management, LLC",growe@covasset.com,,Salesforce
10831985,Inactive Investor,Travis Brown,Financial Advisor,Edward Jones Grayslake IL 10 N Lake St,travis.brown@edwardjones.com,,Salesforce
63965,,Brett Hulse,,"Securities America Advisors, Inc.",brett.hulse@securitiesamerica.com,402-399-9111,
10489386,,Christopher McNeal,First Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",cmcneal@elitefm.net,,List Import
9598707,,Gary Gardner,,,gary@lwadvice.com,,List import
240842,,Moriarty Kathleen,,[Unknown],moriarty@chapman.com,,Event
11095783,Inactive Investor,Thomas Healy,Senior Investment Analyst,Private Family Wealth Advisors,thomas@pfwadvisors.com,,Salesforce
10794323,Inactive Investor,David Evensky,Management Committee;Management Committee Member;Wealth Manager,Evensky & Katz,david@evensky.com,,Salesforce
11113934,Inactive Investor,Jenifer Gamiao,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,jgamiao@primerica.com,,Salesforce
11139427,Inactive Investor,Stacey Stivers,,"Ameriprise Financial Services, LLC Alachua FL 14520 Main St",,,Salesforce
10811595,Inactive Investor,Anthony Mensik,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
11255461,Inactive Investor,Christopher Sneed,Financial Advisor,"Procyon Advisors, LLC New York NY 750 Lexington Ave",csneed@procyonpartners.net,,Salesforce
11156372,Inactive Investor,Deborah Graham,,"The Leaders Group, Inc.",deborah@leadersgroup.net,,Salesforce
11094554,Inactive Investor,Antonio Camino,Regional Vice President,PFS Investments Inc. Myrtle Beach SC 4600 Oleander Dr,antonio.camino@primerica.com,,Salesforce
348019,,Taylor Holland,Senior Associate,Arsenal Capital Management Lp,tholland@arsenalcapital.com,212-771-1717,Manual List Upload
9587108,,Trina Tracy,,,trina.tracy@raymondjames.com,,List import
9611935,,Fraser Reid,,,fraser@hexadic.co.uk,,List import
11143439,Inactive Investor,James Schroeder,Financial Advisor;Investment Officer,The Huntington Investment Company Cincinnati OH 734 Ohio Pike,james.j.schroeder@huntington.com,,Salesforce
9620273,,Marcel Jortay,,,marcel.jortay@icloud.com,,List import
10930990,Inactive Investor,Boone Lancaster,Investment Advisor Representative,"Osaic Wealth, Inc. Nashville TN 104 Woodmont Blvd",,,Salesforce
10903794,Inactive Investor,Lyle Fisher,,"Moloney Securities Co., Inc.",lfisher@moseco.com,,Salesforce
11081595,Inactive Investor,Elise Bidwell,Financial Advisor,Edward Jones Columbia SC 1020 Wildwood Centre Dr,elise.bidwell@edwardjones.com,,Salesforce
10986976,Inactive Investor,Christin Cordova,,"Osaic Wealth, Inc. Littleton CO 2 W Dry Creek Cir",,,Salesforce
11170773,Inactive Investor,Vicki Moffatt,,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,vmoffatt@primerica.com,,Salesforce
9600538,,Engi Doga,,,engindogan446@yahoo.co.uk,,List import
10974221,Inactive Investor,Alexander Hinson,Financial Advisor,LPL Financial LLC Macon GA 609 Cherry St,alex.hinson@lpl.com,,Salesforce
10806388,Inactive Investor,Gary Slauter,,Sigma Financial Corporation,gslauter@sigmarep.com,,Salesforce
10879058,Inactive Investor,Brett Moyer,Associate Manager,"Ameriprise Financial Services, LLC Winston Salem NC 2150 Country Club Rd",brett.d.moyer@ampf.com,,Salesforce
11090173,Inactive Investor,David Hinderstein,,OneDigital Investment Advisors Armonk NY 80 Business Park Dr,dhinderstein@onedigital.com,,Salesforce
11262427,Inactive Investor,George Lucas,,UBS-FINSVC CDN FBO George Grayson Lucas Traditional IRA,,,Salesforce
10849331,Inactive Investor,Ernest Cho,Assistant Vice President;Private Client Banker,Morgan Stanley Santa Ana CA 2677 N Main St,,,Salesforce
11031994,Inactive Investor,Mary Potthast,,"Raymond James Financial Services, Inc. Granite City IL 3502 Maryville Rd",mary.potthast@raymondjames.com,,Salesforce
11236861,Inactive Investor,Ashley Davis,Chief Financial Officer;Founding Partner;Partner;Senior Private Wealth Advisor,"Fairvoy Private Wealth, LLC",ashley@fairvoypw.com,,Salesforce
11212946,Inactive Investor,Timothy Flake,,"Horace Mann Investors, Inc. Yadkinville NC 505 E Main St",timothy.flake@horacemann.com,,Salesforce
11073404,Inactive Investor,Jonathan Rochlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",jonathan.rochlin@wellsfargoadvisors.com,,Salesforce
10994434,Inactive Investor,Joel Damiani,Chief Investment Officer,Ducenta Squared Asset Management,joel.damiani@ducentasquared.com,,Salesforce
10865332,Inactive Investor,Kathy Jones,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,kjones@ft.newyorklife.com,,Salesforce
9567154,,Paul Lee,,,paul.e.lee@ubs.com,,List import
74614,,Eric Brodwin,"Managing Member, Chief Investment Officer & Chief Compliance Officer",Congress Park Capital Llc,eric@congressparkcapital.com,518-339-4335,Manual List Upload
11003728,Inactive Investor,Ryan Snell,,"Wells Fargo Clearing Services, LLC Windsor CO 1069 Main St",,,Salesforce
9626128,,matthew Heil,,,matthew.heil@outlook.com,,List import
11197009,Inactive Investor,Kathryn Saylor,,"Fifth Third Securities, Inc. Grand Blanc MI 12900 S Saginaw St",kathryn.saylor@53.com,,Salesforce
10850348,Inactive Investor,Erin McMann,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11125187,Inactive Investor,Alexander Long,,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",,,Salesforce
11154228,Inactive Investor,Natalie Hulet,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
48863,,Shai Glicksman,,Israel,shai.glic@gmail.com,,
11019241,Inactive Investor,Eric Anderson,Chief Technology Officer;Owner,Walkthrough,,,Salesforce
9634932,,Teresa Adams,,,tadams@cgcfinancialservices.com,,List import
10870641,Inactive Investor,Shawn Mazander,,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",shawn.mazander@nm.com,,Salesforce
335129,,Jason Stipanov,Chief Risk Officer,Element Capital Management Llc,jason.stipanov@elementcapital.com,212-993-7000,Manual List Upload
11138406,Inactive Investor,John Edwards,,"Fifth Third Securities, Inc. Naples FL 999 Vanderbilt Beach Rd",,,Salesforce
10773455,Inactive Investor,Charles Stieff,Financial Advisor,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",charlie.stieff@wellsfargoadvisors.com,,Salesforce
10977330,Inactive Investor,Michael Morgan,Advisor,LPL Financial LLC San Antonio TX 16170 Jones Maltsberger Rd,,,Salesforce
11038251,Inactive Investor,Edgar Lopez,Financial Professional,LPL Financial LLC Bridgeport CT 850 Main St,edgar.lopez@equitable.com,,Salesforce
11209555,Inactive Investor,Marco Vasquez,Financial Advisor,Edward Jones Palos Verdes Peninsula CA 501 Deep Valley Dr,marco.vasquez@edwardjones.com,,Salesforce
11112354,Inactive Investor,John Juliano,,Vanguard Marketing Corporation,john_juliano@vanguard.com,,Salesforce
10915044,Inactive Investor,Montserrat Flores,Private Client Advisor,J.P. Morgan Securities LLC Bethesda MD 4701 Sangamore Rd,montserrat.flores@jpmorgan.com,,Salesforce
11054262,Inactive Investor,Anthony Arndt,,Cetera Investment Services LLC Minneapolis MN 7301 Ohms Ln,anthony.arndt@ceterainvestors.com,,Salesforce
10817230,Inactive Investor,Teresa Malzahn,Financial Advisor,Edward Jones Oklahoma City OK 14620 Bogert Pkwy,teresa.malzahn@edwardjones.com,,Salesforce
10612112,,Philip Quagliariello,"Financial Advisor, Financial Planning Specialist",,philip.quagliariello@morganstanley.com,,List Import
10974926,Inactive Investor,Andrea Prince,,J.P. Morgan Securities LLC Sacramento CA 1585 W El Camino Ave,andrea.t.prince@chase.com,,Salesforce
11070743,Inactive Investor,Michelle Hinton,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
11185840,Inactive Investor,To Gia Phu Dang,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11070013,Inactive Investor,Israel Perez Vazquez,,"U.S. Bancorp Investments, Inc. Portland OR 17650 NE Sandy Blvd",israel.perez1@usbank.com,,Salesforce
10811489,Inactive Investor,Heather Ostrowski,Chief Financial Officer,"D.B. Root & Company, LLC",hostrowski@dbroot.com,,Salesforce
11131678,Inactive Investor,Michelle Berry,,"J.W. Cole Financial, Inc. Traverse City MI 601 S Garfield Ave",,,Salesforce
11073879,Inactive Investor,Lorann Cook,Financial Advisor,Edward Jones Walterboro SC 304 Jefferies Blvd,lorann.cook@edwardjones.com,,Salesforce
11090795,Inactive Investor,Thomas Francomano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",tj.francomano@ml.com,,Salesforce
11039883,Inactive Investor,James Kelley,,"Osaic Wealth, Inc. Saint Charles MO 5988 Mid Rivers Mall Dr",,,Salesforce
10487584,,Joel Barron,Financial Professional,LPL Financial LLC,joel.barron@lpl.com,,List Import
10806226,Inactive Investor,Jens Thomas Jung,,Citigroup Global Markets Inc.,,,Salesforce
10897671,Inactive Investor,Felicia Williams,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,felicia.williams@jpmorgan.com,,Salesforce
10853900,Inactive Investor,David Prushan,,Cetera Advisors LLC Franklin Lakes NJ 221 Greenridge Rd,,,Salesforce
10959763,Inactive Investor,Melissa Thompson,,"OneAmerica Securities, Inc. Castle Rock CO Private Residence",,,Salesforce
10606645,,Joseph Proscia,"Director, Regional Manager, Vice President",AllianceBernstein L.P.,joseph.proscia@alliancebernstein.com,212-969-1337,List Import
11142283,Inactive Investor,Bryan Hendrickson,Financial Advisor;Wealth Management Advisor,LPL Financial LLC Lynnwood WA 19401 40th Ave W,bryan.hendrickson@lpl.com,,Salesforce
10914247,Inactive Investor,Nathan Rumford,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11208388,Inactive Investor,Kristina Bolhouse,Chief Financial Officer;Regulatory Contact;Shareholder;Vice President,"The Arkansas Financial Group, Inc.",kristinab@arfinancial.com,,Salesforce
228774,, -,,[[Unknown]],ramd_83@yahoo.com,,Organic Search
10753323,Inactive Investor,Holly Stallworth,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",holly.stallworth@raymondjames.com,,Salesforce
9616756,,Maia Brownson,,,maia@aim13.com,,List import
9571607,,Smith Akenzua,,,osesmith1011@gmail.com,,List import
10872290,Inactive Investor,Ahmed Khatib,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",ahmed.khatib@ml.com,,Salesforce
10911144,Inactive Investor,Victoria Naranjo,,J.P. Morgan Securities LLC Pompano Beach FL 10585 Wiles Rd,victoria.naranjo@jpmorgan.com,,Salesforce
11231151,Inactive Investor,Jessica Dill,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10863271,Inactive Investor,Brian Click,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,Cornerstone Wealth Management Group,brian.click@cornerstonewealthtn.com,,Salesforce
242659,,Walrer Talledo,Owner,[Unknown],walt@inglesame.com,34916547719,Database Upload
343054,,Tyler Tasset,Certified Financial Planner,"Atlasmark Financial, Inc.",tyler@eip.net,512-258-4040,Manual List Upload
372352,,Michael Froehlich,,United States,michael.froehlich@gmail.com,,Salesforce
11204562,Inactive Investor,William Shinen,,"Raymond James Financial Services, Inc. Westminster CA Private Residence",william.shinen@raymondjames.com,,Salesforce
10796125,Inactive Investor,John Brendel,Chief Compliance Officer;Chief Executive Officer;Managing Member;Managing Partner,Brendel Financial Advisors LLC,john@brendelfinancial.com,,Salesforce
10807049,Inactive Investor,Herbert Hoffman,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,herbert.hoffman@ubs.com,,Salesforce
10492771,,Andre Kess,,,andrekess02@gmail.com,,Web Form Fillout
10848899,Inactive Investor,Allen O'Brian,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,allen.obrian@opco.com,,Salesforce
10966263,Inactive Investor,Matthew Anderson,Financial Advisor;Financial Professional,"Osaic Wealth, Inc. Muncie IN 3503A W Fox Ridge Ln",,,Salesforce
232,,,,,jeffbrown@250ok.co,,
11118318,Inactive Investor,Patricia Nelson,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,patricia.nelson@primerica.com,,Salesforce
9593532,,WILLIAM GUIDA,,,billpguida@gmail.com,,List import
9586460,,Thanh Nguyen,,,ttnguyen14@ft.newyorklife.com,,List import
9613037,,John Harris,,,johnh@ruanecunniff.com,,List import
4336455,,Richard Barta,,,mavereic@aol.com,9893702389,Web Form Fillout
10986422,Inactive Investor,Raymond Dyches,Senior Investment Officer;Vice President,Arvest Wealth Management Fayetteville AR 75 N East Ave,rdyches@arvest.com,,Salesforce
200974,,Jeffrey Sarnoff,,NA,sarnoff27@verizon.net,,Content
339881,,Kim James,Vice President,"Jotkoff Financial Services, Inc.",kjames@jotkoff.com,321-984-7345,Manual List Upload
9582476,,Bono Tshivhase,,,bontwistbonfam@gmail.com,,List import
11052550,Inactive Investor,Stacy Allgood Smith,,PFS Investments Inc. Frederick MD 5300 Westview Dr,sallgood-smith@primerica.com,,Salesforce
10758722,Inactive Investor,Douglas Crandall,Director;Senior Vice President,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,dcrandall@rwbaird.com,,Salesforce
234769,, -,,[[Unknown]],melodie77christopher@gmail.com,,Organic Search
11001282,Inactive Investor,Michel Del Buono,Chief Investment Officer,"a16z Perennial Management, L.P. Menlo Park CA 2865 Sand Hill Rd",,,Salesforce
9586191,,Yusuf Il yasin,,,wedan5962@gmail.com,,List import
9640587,,Brian Johnson,,,bjhc247@gmail.com,,List import
10936446,Inactive Investor,Peter Girolamo,Chief Investment Officer;Founder;President,Retirement Wealth Center Inc,,,Salesforce
10925786,Inactive Investor,Jake Matysek,Financial Consultant;Vice President,J.P. Morgan Securities LLC Washington DC 875 15th St NW,jake.matysek@schwab.com,,Salesforce
10898511,Inactive Investor,Ronald Motta,Financial Advisor,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,ronald.motta@ubs.com,,Salesforce
10830173,Inactive Investor,Scott Thompson,,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",,,Salesforce
10887140,Inactive Investor,Zachary Schimmel,,"Raymond James Financial Services, Inc. Chippewa Falls WI 11 E Central St",zach.schimmel@raymondjames.com,,Salesforce
10755622,Inactive Investor,John Scuorzo,,Evercore Group L.L.C.,john.scuorzo@evercore.com,,Salesforce
11003148,Inactive Investor,Kareem Streeter,,"Empower Financial Services, Inc Phoenix AZ 1137 E Redfield Rd",kareem.streeter@empower.com,,Salesforce
11082411,Inactive Investor,Reid Kimura,,Oppenheimer & Co. Inc.,reid.kimura@opco.com,,Salesforce
10819666,Inactive Investor,Alfred Mayes,,"VALIC Financial Advisors, Inc.",alfred.mayes@valic.com,,Salesforce
10973025,Inactive Investor,Navdeep Singh,Financial Advisor,TD Private Client Wealth LLC New York NY 1995 Broadway,navdeep.singh@td.com,,Salesforce
11008446,Inactive Investor,Dale Gambell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dale_gambell@vanguard.com,,Salesforce
227979,, -,,[[Unknown]],jimbaldwin859@hotmail.com,,
10793650,Inactive Investor,Gregory Loyacano,Financial Advisor,LPL Financial LLC Cypress TX 14518 Miscindy Pl,gregory.loyacano@lpl.com,,Salesforce
11078118,Inactive Investor,Timothy Haygood,Financial Services Representative,"Principal Securities, Inc. Kahului HI 173 Hoohana St",haygood.tim@principal.com,,Salesforce
10925321,Inactive Investor,Chad Centorbi,Chief Compliance Officer;Chief Executive Officer;President,"Centorbi Financial Group, Inc.",,,Salesforce
10980171,Inactive Investor,Timothy Huemann,,"Allstate Financial Services, LLC",tim.huemann@allstate.com,,Salesforce
11001686,Inactive Investor,Christopher Bieler,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",cbieler@financialguide.com,,Salesforce
10883685,Inactive Investor,John Steenis,Financial Advisor,Edward Jones Hudson WI 811 1st St,john.steenis@edwardjones.com,,Salesforce
11132813,Inactive Investor,Claire Gallagher,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",cgallagher@htk.com,,Salesforce
11009514,Inactive Investor,Bryce Barteck,,"Hantz Financial Services, Inc.",bryce.barteck@hantzgroup.com,,Salesforce
11136767,Inactive Investor,Timothy Carr,,"Farmers Financial Solutions, LLC Nashville TN 2200 21st Ave S",gcarr@farmersagent.com,,Salesforce
240684,,Rogala Diane,,[Unknown],drogala@etfflows.com,,Event
10780010,Inactive Investor,Brad Peltier,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",brad.peltier@ml.com,,Salesforce
11139898,Inactive Investor,Melissa Pronto,,PFS Investments Inc. Clifton Park NY 258 Ushers Rd,mpronto@primerica.com,,Salesforce
11184868,Inactive Investor,David Erskine,Director;Executive Vice President,AspenTree Capital Corporation Durham NC 6 Davis Dr,,,Salesforce
11082455,Inactive Investor,Liza Hottel,,"Northwestern Mutual Investment Services, LLC Birmingham AL 2801 2nd Ave S",,,Salesforce
9578338,,Larry Ellis,,,alex@valuesfirstadvisors.com,,List import
11038469,Inactive Investor,Ashley Romans,,"AE Financial Services, LLC",,,Salesforce
11082007,Inactive Investor,William Santora,Assistant Vice President;Senior Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",william.santora@ml.com,,Salesforce
10928364,Inactive Investor,Sharon Hallax,,"Grove Point Investments, LLC",shallax@hbeckinc.com,,Salesforce
11070994,Inactive Investor,Jamie Wanless,Senior Vice President,"Ameriprise Financial Services, LLC Victoria MN Private Residence",jamie.l.wanless@ampf.com,,Salesforce
11128005,Inactive Investor,Brett Moore,,"Farmers Financial Solutions, LLC Monticello GA 126 N Warren St",,,Salesforce
10757240,Inactive Investor,Brad Crow,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",brad.crow@ml.com,,Salesforce
10795369,Inactive Investor,Jeffrey Geraci,,Intervest International Equities Corporation Virginia Beach VA 2309 Mariners Mark Way,jeff.geraci@intervestintl.com,,Salesforce
11088860,Inactive Investor,Anthony Lucchesi,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",anthony.lucchesi@prudential.com,,Salesforce
10791840,Inactive Investor,Barbara Horvath,Wealth Advisor,LPL Financial LLC Naples FL 4524 Silver Fox Dr,barbara.horvath@lpl.com,,Salesforce
11238621,,Grayson Witcher,,,gwitcher@mawer.com,,Salesforce
9602146,,alex Yu,,,1040121727@qq.com,,List import
11061511,Inactive Investor,Riley Hinz,,J.P. Morgan Securities LLC Madison WI 2251 W Broadway,riley.hinz@chase.com,,Salesforce
9543994,,Kim Wheelock,,,kimw@midamerican.coop,,List import
10988196,Inactive Investor,Joshua Miller,,"Cambridge Investment Research, Inc.",,,Salesforce
348280,,Tracy Rogers,Vice President,"Old Port Advisors, Inc",trogers@oldportadvisors.com,207-774-6552,Manual List Upload
6873633,,sata thuka,,,nana@hajii.com,,Web Form Fillout
10837986,Inactive Investor,Antonio Ramirez,Chief Compliance Officer;Chief Executive Officer;President;Wealth Advisor,Concert Investment Advisory LLC San Juan 100 Calle del Muelle,tony@concertiai.com,,Salesforce
9581853,,Mark Brooks,,,mark.brooks@securitiesamerica.com,,List import
10393989,,Şahin Bayzan,,,sahinbayzan@gmail.com,,Web Form Fillout
10986267,Inactive Investor,Terry Donlan Welker,,Lombard Securities Incorporated,twelker@golombard.com,,Salesforce
11075956,Inactive Investor,Brian Rose,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,brose@ft.newyorklife.com,,Salesforce
10618058,,Jason Ortiz,,,jason_ortiz@ml.com,,List Import
11020095,Inactive Investor,Gary Bryant,,"Parkland Securities, LLC Rockfield KY Private Residence",,,Salesforce
4327010,,Fqfqgay Fqfagaha,,,ddqdqd@gmail.com,,Web Form Fillout
11234418,Inactive Investor,Cali Byrn,,AW Securities,,,Salesforce
9647620,,Jeremy Robert,,,jrobert@bakertilly.com,,List import
11090007,Inactive Investor,Daniel Antoine,Chief Compliance Officer;Founder;Managing Member;President,Antoine Wealth Management,,,Salesforce
10996279,Inactive Investor,Aditya Sharma,,Goldman Sachs & Co.,,,Salesforce
233042,, -,,[[Unknown]],anaragg268@gmail.com,,Database Upload
204583,,Sean Kelly,,[Unknown],skelly215@gmail.com,,
11158761,Inactive Investor,Eric Cardenas,,"Sanctuary Securities, Inc. Southlake TX 601 State St",ecardenas@sanctuarywealth.com,,Salesforce
10922751,Inactive Investor,Kisha Madison,,LPL Financial LLC Atlanta GA 7000 Central Pkwy,kisha.madison@lpl.com,,Salesforce
10999631,Inactive Investor,Shawn Checkeroski,,J.P. Morgan Securities LLC East Lansing MI 639 E Grand River Ave,shawn.checkeroski@jpmorgan.com,,Salesforce
10613651,,Steven Press,Financial Advisor,,steven.press@wellsfargoadvisors.com,,List Import
10935494,Inactive Investor,Xirun Ye,,Evercore Group L.L.C.,,,Salesforce
11238332,Inactive Investor,Catherine Newman,,"Income & Asset Advisory, Inc.",catherine@theadvisory.com,,Salesforce
10961816,Inactive Investor,Samuel Mitchell,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10977454,Inactive Investor,Devin Lafrance,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11056958,Inactive Investor,John Lewis,Advisor;Managing Director,Rockefeller Financial LLC Richmond VA 200 S 10th St,jlewis@rockco.com,,Salesforce
62773,,Andrew Martini,Client Advisor,"SunTrust Advisory Services, Inc.",drew.martini@suntrust.com,423-757-3348,
10931971,Inactive Investor,Jeremy Radabaugh,,"Allstate Financial Services, LLC Morgantown WV 1775 Grafton Rd",jeremyradabaugh@allstate.com,,Salesforce
9574155,,Dark Star,,,darkstarranch@gmail.com,,List import
10757368,Inactive Investor,Shane Drumm,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,shane.drumm@morganstanley.com,,Salesforce
11052427,Inactive Investor,Louis Kouri,Supervisory Control Specialist,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
117169,,Heidi Davis,"Executive Vice President, Wealth Advisor",Linscomb & Williams,hdavis@linscomb-williams.com,713-840-1000,
9550534,,Hugh Anderson,,,handerson@hightoweradvisors.com,,List import
9569280,,Gavin Sibbald,,,gjgs35@outlook.com,,List import
11175949,Inactive Investor,David Kratz,Financial Consultant,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,david.kratz@thrivent.com,,Salesforce
10966215,Inactive Investor,Carissa Guernsey,,Robert W. Baird & Co. Incorporated Anchorage AK 3800 Centerpoint Dr,cguernsey@rwbaird.com,,Salesforce
11042860,Inactive Investor,Brian Ryals,Co-Founder;Executive Vice President;Wealth Manager,"RFG Advisory, LLC Orange Beach AL 27844 Canal Rd",aryals@rfgadvisory.com,,Salesforce
10778092,Inactive Investor,Mario Barone,,LPL Financial LLC Dallas TX 1845 Woodall Rodgers Fwy,mario.barone@lpl.com,,Salesforce
11182537,Inactive Investor,Donald Sonsalla,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",donald.sonsalla@rbc.com,,Salesforce
10644678,,Suzanne Sharp,,,suzanne.sharp@equitable.com,,List Import
11148261,Inactive Investor,Chad Barrett,,PFS Investments Inc. Tarrytown NY 303 S Broadway,chad.barrett@primerica.com,,Salesforce
10613899,,Hollanda Iwanski,Financial Advisor,,hollanda.iwanski@ubs.com,,List Import
10853714,Inactive Investor,Christopher Landa,,The O.N. Equity Sales Company Missoula MT Private Residence,,,Salesforce
10817994,Inactive Investor,Lawrence Rodman,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
10833614,Inactive Investor,Henry Ilyasov,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9606068,,Mark S,,,mark.strefford@gmail.com,,List import
11235689,Inactive Investor,Trent Heckman,Vice President;Wealth Advisor,Terra Wealth Harrisburg PA Private Residence,trent@terrawealth.com,,Salesforce
9555159,,steve chen,,,stevegochen@gmail.com,,
11014289,Inactive Investor,Paige Stephens,,"Horace Mann Investors, Inc. Fort Worth TX 1616 Wabash Ave",paige.stephens@horacemann.com,,Salesforce
9580767,,Robyn Harper,,,robyn.harper@huntington.com,,List import
10620010,,Joyce Madsen,,,jmadsen@emarquettebank.com,,List Import
9542376,,David Gerics,,,davidgerics@aol.com,,List import
10891228,Inactive Investor,Derek Watkins,,"Kestra Investment Services, LLC Springboro OH 250 Dalfaber Ln",,,Salesforce
11179797,Inactive Investor,Kristopher Koenig,Partner;Wealth Advisor,Prime Capital Financial,kkoenig@pciawealth.com,,Salesforce
11029201,Inactive Investor,Clifton Hume,,"Eastsound Capital Advisors, LLC Greeley CO Private Residence",,,Salesforce
10982527,Inactive Investor,Scott Rethford,,"TIAA-CREF Individual & Institutional Services, LLC Reno NV 200 S Virginia St",,,Salesforce
11146951,Inactive Investor,Steven Hill,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,steven.hill.u0ky@statefarm.com,,Salesforce
241707,,[[Unknown]],,[Unknown],timothy1957@protonmail.com,,
344513,,Eric Moessing,Manager,"Seven Canyons Advisors, Llc",eric@scadvs.com,801-349-2718,Manual List Upload
10780418,Inactive Investor,Corey Sanborn,,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",corey.sanborn@raymondjames.com,,Salesforce
5762749,,Rian Ardiana,,,0x7d431be16cc6b72fc3b6794b37928e471047e5ea@ethermail.io,,Web Form Fillout
11108338,Inactive Investor,Adriane Shaw,,"Raymond James Financial Services, Inc. Bonney Lake WA 19925 State Rte 410 E",adriane.shaw@raymondjames.com,,Salesforce
240033,,Pauline Nygaard,"Assistant Vice President, Personal Banker",Investment Management Group,pnygaard@stockmanbank.com,406-655-3960,Manual List Upload
9623485,,Yang Webb,,,yangwebb520@gmail.com,,List import
10918429,Inactive Investor,Anthony Nicolich,Managing Member,"Veritas Wealth Advisors, LLC",anicolich@veritaswealth.com,,Salesforce
10757888,Inactive Investor,Arthur Segall,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Englewood CO 5251 DTC Pkwy,arthur.segall@morganstanley.com,,Salesforce
10858862,Inactive Investor,Kelly Ferguson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",kelly.ferguson@ml.com,,Salesforce
10935728,Inactive Investor,Lon Merritt,,CS Planning Corp New Hartford NY 16 Kellogg Rd,lon@csplanningcorp.com,315-732-2701,Salesforce
11156873,Inactive Investor,Daniel McBride,,Vanguard Marketing Corporation,daniel_mcbride@vanguard.com,,Salesforce
10811914,Inactive Investor,Guy Leman,Owner;Shareholder,Compass Financial Services,guy.leman@compassiowa.com,,Salesforce
11189049,Inactive Investor,Justin Boudreaux,Client Advisor,Arvest Wealth Management Joplin MO 3201 McClelland Blvd,sboudreaux@arvest.com,,Salesforce
11047413,Inactive Investor,Ron Penney,Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield MO 2609B E Sunshine St",ron.c.penney@ampf.com,,Salesforce
11026450,Inactive Investor,Lara Ford,,"WesBanco Securities, Inc. Columbus OH 1818 W Lane Ave",,,Salesforce
11054275,Inactive Investor,John Edwards,,State Farm VP Management Corp. McKinney TX 7651 Eldorado Pkwy,,,Salesforce
10814824,Inactive Investor,Lee Wilson,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",lee.wilson@ml.com,,Salesforce
9548929,,Lernard Brown,,,lernard.brown@gmail.com,,List import
11233710,Inactive Investor,Parker Hewit,,Fidelity Brokerage Services LLC,,,Salesforce
11198319,Inactive Investor,Julie Dow-Udy,,"Allstate Financial Services, LLC Marysville WA 122 State Ave",juliedow-udy@allstate.com,,Salesforce
11202746,Inactive Investor,Mark Donaldson,Investment Advisor;Managing Director;Managing Partner;Partner;Regulatory Contact,"Providence Financial Advisors, LLC Overland Park KS 6240 W 135th St",mdonaldson@pfa-llc.com,,Salesforce
9610551,,Yahm Levi,,,yahmlevi@gmail.com,,List import
11066183,Inactive Investor,Michael Troncale,Executive Director;Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant,Morgan Stanley New York NY 55 E 52nd St,michael.w.troncale@morganstanley.com,,Salesforce
9642096,,DAVID KOCH,,,davidmkoch33@yahoo.com,,List import
9576860,,Trien Dai,,,kysutrien@gmail.com,,List import
9547016,,Farid Shidfar,,,farid@2362ventures.com,,List import
10958650,Inactive Investor,Marco Guevara,Investment Advisor,PNC Investments Austin TX 1703 W 5th St,marco.guevara@pnc.com,,Salesforce
235604,, -,,[[Unknown]],angel.robinson141@gmail.com,,
10926425,Inactive Investor,Gamal Aburdene Marcos,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Washington DC 2200 Martin Luther King Jr Ave SE,gamal.aburdene@jpmorgan.com,,Salesforce
10754787,Inactive Investor,Abner Coen,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",abner.coen@wellsfargo.com,,Salesforce
11209843,Inactive Investor,Caleb Medley,Private Client Advisor,J.P. Morgan Securities LLC Georgetown TX 1027 W University Ave,caleb.medley@jpmorgan.com,,Salesforce
10835297,Inactive Investor,Stephen Ethridge,Chief Compliance Officer;Member;Partner;Principal;Senior Portfolio Manager,Guardian Investment Management,steve@guardinv.com,,Salesforce
10932305,Inactive Investor,Facundo Zalazar,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",facundo.zalazar@nm.com,,Salesforce
11144264,Inactive Investor,Thomas Holdsworth,,NYLIFE Securities LLC Sparta NJ Private Residence,tholdsworth@ft.newyorklife.com,,Salesforce
11141731,Inactive Investor,Albert Bender,Partner,"Stifel Independent Advisors, LLC Saint Louis MO 9630 Clayton Rd",bendera@centurysecurities.com,,Salesforce
10814699,Inactive Investor,John Thrower,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",john.m.thrower@ampf.com,,Salesforce
10994519,Inactive Investor,Gregory Frese,,"Ameriprise Financial Services, LLC Leesburg VA 307 E Market St",gregory.frese@ampf.com,,Salesforce
11159821,Inactive Investor,John Barnes,Financial Professional,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",bbarnes@financialguide.com,,Salesforce
10912884,Inactive Investor,Patricia Marusarz,Financial Advisor,LPL Financial LLC Oak Brook IL 1220 Kensington Rd,patricia.marusarz@lpl.com,,Salesforce
10881058,Inactive Investor,William Herr,Director - Investment;Founder;Manager;Wealth Manager,"Trader Wealth Management, LLC",bherr@traderwm.com,,Salesforce
10774570,Inactive Investor,Scott O'Dell,Financial Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,scott.odell@morganstanley.com,,Salesforce
10903950,Inactive Investor,Robert Ritrovato,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,robert.ritrovato@jpmorgan.com,,Salesforce
10870469,Inactive Investor,Michael Branda,,"Equity Services, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10612033,,Abby McElroy,"Financial Advisor, Investing with Impact Director, Senior Portfolio Management Director, Senior Vice President",,abby.mcelroy@morganstanley.com,,List Import
11031523,Inactive Investor,Lisa Matherne,,"Allstate Financial Services, LLC Gretna LA 1430 Lafayette St",lisamatherne@allstate.com,,Salesforce
10913098,Inactive Investor,Edward Sporl,Chief Compliance Officer;Chief Investment Officer;Owner;President,Sporl & Company,,,Salesforce
11160669,Inactive Investor,Cindy Chin,,Cooper McManus,cchin@coopermcmanus.com,,Salesforce
198507,,Shawn Jackson,,PPAC,shawntheodore@gmail.com,2672751009,
224955,,Sarah Milby,,[Unknown],sarah@theblockchainassociation.org,,
11193291,Inactive Investor,Zachary Gustafson,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,zgustafson@rwbaird.com,,Salesforce
10970131,Inactive Investor,Camille Toschi,Investment Advisor Representative,LifeMark Securities Corp. Carefree AZ 37555 N Hum Rd,cjohnson@lifemark.com,,Salesforce
11137521,Inactive Investor,Christopher Hoagland,Private Client Assistant,Janney Montgomery Scott LLC Williamsport PA 25 W 3rd St,choagland@janney.com,,Salesforce
10938178,Inactive Investor,Alan Jilka,Investment Consultant,"United Capital Management of Kansas, Inc.",,,Salesforce
11177595,Inactive Investor,Dillon Geelan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",dillon.geelan@ml.com,,Salesforce
11024760,Inactive Investor,Joann Ziegler,,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,joann.ziegler@ubs.com,,Salesforce
11134774,Inactive Investor,Luis Pelaez,Premier Banker,"Wells Fargo Clearing Services, LLC Richmond TX 8003 W Grand Pkwy S",,,Salesforce
223910,,David Cole,,[Unknown],davidcolejr@gmail.com,,
10856488,Inactive Investor,Ronald Patterson,,"Cambridge Investment Research, Inc. Eagle River WI 930 US Hwy 45 S",,,Salesforce
9621857,,David Espinosa,,,daespinosa@gmail.com,,List import
9557723,,James Noe,,,jnoe@lincolninvestment.com,,List import
10853283,Inactive Investor,George Sellers,,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,george.sellers@ubs.com,,Salesforce
10841612,Inactive Investor,Scott Werdebaugh,,"Osaic Wealth, Inc. Morgantown WV 1283 Suncrest Towne Centre",,,Salesforce
11036560,Inactive Investor,Hunter Brockway,Chief Compliance Officer;Chief Executive Officer,Boca Retirement Strategies Inc.,,,Salesforce
10756158,Inactive Investor,Wayne Rubinas,Managing Director,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",curt.rubinas@rbc.com,,Salesforce
10897418,Inactive Investor,James Lefever,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC West Chester PA 999 Paoli Pike",,,Salesforce
9618668,,George HODGE,,,love6411@windstream.net,,List import
11106119,Inactive Investor,Joseph Sroka,Chief Investment Officer;Principal;Regulatory Contact,NovaPoint Capital LLC,jsroka@novapointcapital.com,,Salesforce
10860768,Inactive Investor,Melissa Behrman,Financial Advisor,The Huntington Investment Company Avon IN 7717 E US Hwy 36,melissa.behrman@huntington.com,,Salesforce
11140474,Inactive Investor,Thomas Lombardo,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,tlombardo@rwbaird.com,,Salesforce
10488426,,Michael Armondo,Divisional Director,Rockefeller Financial LLC,marmondo@rockco.com,,List Import
10907222,Inactive Investor,Joseph Miller,,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
11136716,Inactive Investor,Jason Maetani,Financial Advisor;Financial Planning Specialist,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,jason.maetani@morganstanley.com,,Salesforce
10920581,Inactive Investor,David Pinto,Financial Advisor,"Ameriprise Financial Services, LLC Woodland CA 431 Cleveland St",david.pinto@ampf.com,,Salesforce
10855812,Inactive Investor,Curtis Stilley,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",curtis.stilley@nm.com,,Salesforce
10891180,Inactive Investor,Neal Eckerlin,Financial Advisor,Edward Jones Burbank CA 3500 W Olive Ave,neal.eckerlin@edwardjones.com,,Salesforce
11127700,Inactive Investor,Michael Burke,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,michael.burke4@fmr.com,,Salesforce
4843253,,John Khadem,,,jjk19@outlook.com,9176099101,Web Form Fillout
11182520,Inactive Investor,Joanne Germak,Senior Client Associate,"RBC Capital Markets, LLC Saint Petersburg FL 100 2nd Ave S",joanne.germak@rbc.com,,Salesforce
11178190,Inactive Investor,Ali Aref,,"Wells Fargo Clearing Services, LLC West Hills CA 6460 Platt Ave",ali.aref@wellsfargo.com,,Salesforce
10811400,Inactive Investor,Shahan Avakian,Executive Director;Investment Management Consultant;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Walnut Creek CA 1333 N California Blvd,shahan.avakian@morganstanley.com,,Salesforce
10760296,Inactive Investor,Gaye Erwin,Investment Advisor Representative,LPL Financial LLC Wichita KS 3165 W Maple St,gaye.erwin@lpl.com,,Salesforce
10991526,Inactive Investor,Alisa Levine,,"Wells Fargo Clearing Services, LLC Glen Mills PA 1101 Byers Dr",,,Salesforce
11127408,Inactive Investor,John Jarvis,,PFS Investments Inc. Wixom MI 28221 Beck Rd,johnjarvisjr@primerica.com,,Salesforce
10777404,Inactive Investor,Carrie McEachin,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Fayetteville NC 1990 Fordham Dr,kalele.mceachin@morganstanley.com,,Salesforce
11173155,Inactive Investor,Lucas Decker,Financial Advisor,Edward Jones Charlotte NC 1800 Central Ave,lucas.decker@edwardjones.com,,Salesforce
11019652,Inactive Investor,John Glass,,NYLIFE Securities LLC Paradise Valley AZ 5057 E Sky Desert Ln,jglass@ft.newyorklife.com,,Salesforce
9605622,,Lee Drucker,,,lddrucker@gmail.com,,List import
11131923,Inactive Investor,Charles Pilecki,Investment Advisor Representative,Charter Advisory Corporation,cpilecki@charteradvisory.com,,Salesforce
10792313,Inactive Investor,James Johnson,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11181531,Inactive Investor,Richard Morgenstern,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",richard.morgenstern@wellsfargoadvisors.com,,Salesforce
9587790,,Priyanshu Tiwari,,,tiwaripriyanshu1022@gmail.com,,List import
10857645,Inactive Investor,Justin Breece,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 15169 N Scottsdale Rd",justin.breece@wfafinet.com,,Salesforce
11177498,Inactive Investor,Howard Gottlieb,Managing Director;Member;Owner;Portfolio Management Director;Regulatory Contact,Sage Capital Management LLC,,,Salesforce
164830,,Matthew Eckerson,,[Unknown],eckersonmatthew@yahoo.com,,Direct
11106568,Inactive Investor,Jennifer Mccarthy,,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,jennifer.mccarthy@ubs.com,,Salesforce
11001761,Inactive Investor,Timothy Krueger,Financial Advisor,United Advisors America Eau Claire WI Private Residence,tkrueger@unitedadvisors.com,,Salesforce
11069578,Inactive Investor,Jonathan Davidson,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",jonathan.davidson@nm.com,,Salesforce
10909328,Inactive Investor,James Laughlin,,"The Leaders Group, Inc.",,,Salesforce
216599,,MITCHEL SALMERE,,[Unknown],salmere@bellsouth.net,,Event
10976981,Inactive Investor,John Scott,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",,,Salesforce
10986201,Inactive Investor,Michael Mckay,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",michael.mckay@empower.com,,Salesforce
235213,, -,,[[Unknown]],successunstoppable@gmail.com,,
10967180,Inactive Investor,Martin Weiss,,"Gibbs Wealth Management, LLC",,,Salesforce
11060113,Inactive Investor,Peter Santoriello,President,Pasco Investment Advisors Inc,,,Salesforce
41460,,Don McClure,Chief Financial Officer,Aethon Energy Management,dmcclure@aethonenergy.com,(214) 750-3392,Manual List Upload
10942275,Inactive Investor,Benjamin Joiner,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
11100385,Inactive Investor,Sandeep Pandya,Chief Compliance Officer;Chief Executive Officer;President;Principal,SP Asset Management LLC,sandeep@spassetmanagement.net,,Salesforce
10869617,Inactive Investor,Christopher Neal,,State Farm VP Management Corp. Mishawaka IN 1620 E Day Rd,chris.neal.j0ko@statefarm.com,,Salesforce
10867344,Inactive Investor,Debra Mele-Blanchard,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",debra.mele-blanchard@bofa.com,,Salesforce
10606941,,Mario Kasteljan,,,mariohiteon8@gmail.com,0981669217,Web Form Fillout
10877223,Inactive Investor,Mira Dalal,,Goldman Sachs & Co.,,,Salesforce
11074611,Inactive Investor,Erin Lenihan,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",erin_lenihan@ml.com,,Salesforce
10817773,Inactive Investor,Norman Nicolson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
9611838,,Cyril Gouin,,,gouin.cyril6942@gmail.com,,List import
10806858,Inactive Investor,Cynthia Astorga,Senior Client Service Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,cynthia.astorga@morganstanley.com,,Salesforce
9557520,,Judith Land,,,jland@nationalsecurities.com,,List import
109509,,Mark Harris,,Private investor,markaharra@yahoo.com,(413) 237-2743,
11124120,Inactive Investor,John Meinhold,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",john_meinhold@ml.com,,Salesforce
11106083,Inactive Investor,Colby Berg,Member;Senior Wealth Advisor,Guardian Wealth Management,colby@investgwm.com,,Salesforce
10827336,Inactive Investor,Barry Olszewski,Financial Advisor,Edward Jones Canton OH 4518 Fulton Dr NW,barry.olszewski@edwardjones.com,,Salesforce
9625906,,James Clay,,,jimclay604@gmail.com,,List import
10764259,Inactive Investor,Thomas Schlender,Senior Vice President,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,tschlender@rwbaird.com,,Salesforce
10773208,Inactive Investor,Thomas Hands,,"Dawson James Securities, Inc.",thands@dawsonjames.com,,Salesforce
213942,,charan cherukuri,,[Unknown],charan.cherukuri@gmail.com,,Paid Social
11088058,Inactive Investor,Brett Hobbs,Chief Compliance Officer;Chief Operating Officer,"Cadent Capital Advisors, LLC",brett@cadcapital.com,,Salesforce
11041705,Inactive Investor,David Fitch,Senior Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,david.fitch@ubs.com,,Salesforce
337961,,Jay Um,Director,Loancore Capital Credit Advisor Llc,jum@loancore.com,203-861-6000,Manual List Upload
10950030,Inactive Investor,James White,,"Osaic Wealth, Inc. Tyler TX 3527 S Broadway Ave",,,Salesforce
11097622,Inactive Investor,Daniel Youngs,Chief Compliance Officer;President,HFG Advisors Inc.,,,Salesforce
10908543,Inactive Investor,Gerard Downey,Member;President,Linden Wealth Management LLC,gadowney@lindenwm.com,,Salesforce
10895537,Inactive Investor,Stephen Albritton,,Cetera Investment Services LLC Hiram GA 4271 Jimmy Lee Smith Pkwy,,,Salesforce
11107917,Inactive Investor,Laura Dowe,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10950455,Inactive Investor,Keri O'Brien,,"Securian Financial Services, Inc.",,,Salesforce
10794288,Inactive Investor,Jeffrey Bobrowicz,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",,,Salesforce
11123431,Inactive Investor,Tyson Lashley,Financial Advisor,"Ameriprise Financial Services, LLC Westborough MA 1400 Computer Dr",tyson.lashley@ampf.com,,Salesforce
9576888,,Muhammet Ali ?enocak,,,muhammetalisenocak2323@gmail.com,,List import
10979361,Inactive Investor,Gary Range,,Country Capital Management Company Greenfield IL 504 Chestnut St,adam.range@countryfinancial.com,,Salesforce
11011761,Inactive Investor,Catherine Rhoades,Treasurer;Trustee,"Scholar Financial, LLC",,,Salesforce
9568618,,chris Fields,,,cfields4311@outlook.com,,List import
11027361,Inactive Investor,Manuel Burgos,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,manuel.burgos@primerica.com,,Salesforce
10825072,Inactive Investor,Ronald Simpson,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,ronnie.simpson@morganstanley.com,,Salesforce
9557533,,Michael Johnson,,,mjohnson@monetagroup.com,,List import
11115917,Inactive Investor,Ryan Kelly,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10919402,Inactive Investor,Lindsay Garber,,"FBL Marketing Services, LLC Salina KS 145 N Ohio St",lindsay.garber@fblfinancial.com,,Salesforce
9644779,,Alice Hard,,,alicehardmark@gmail.com,,List import
11037734,Inactive Investor,David Walters,Private Banker,"First Citizens Investor Services, Inc. Wilmington NC 440 S College Rd",david.walters@firstcitizens.com,,Salesforce
10877090,Inactive Investor,Irina Parker,,"Wells Fargo Clearing Services, LLC Merritt Island FL 100 S Sykes Creek Pkwy",irina.parker@wellsfargo.com,,Salesforce
5520259,,Armand Ngadou,,,armand.ngadou@atozcrypto.org,,Web Form Fillout
11004669,Inactive Investor,Sasa Gligorijevic,,Sprott Global Resource Investments Ltd,,,Salesforce
10776284,Inactive Investor,Joseph Kelly,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",joseph.b.kelly@ml.com,,Salesforce
242668,,Charles Rue,"Global Head of Recruitment, Ratings & ESG",[Unknown],charles.rue@spglobal.com,4.42032E+11,Database Upload
10787115,Inactive Investor,Joseph Maertzig,,"Cadaret, Grant & Co., Inc. Horsham PA 375 Horsham Rd",jmaertzig@cadaretgrant.com,,Salesforce
10903196,Inactive Investor,Bruce Jones,Insurance Specialist,Precision Financial Services,bruce.jones@pfs-inc.com,,Salesforce
10766689,Inactive Investor,Jonathan Adams,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 260 Forbes Ave",,,Salesforce
10923699,Inactive Investor,Kimberly Wagner,,"Avantax Investment Services, Inc. Southampton PA 130 Buck Rd",,,Salesforce
10980731,Inactive Investor,Erica Neuhauser,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",erica.neuhauser@schwab.com,,Salesforce
9573272,,Calvon Drew,,,gagibs7@aol.com,,List import
11167252,Inactive Investor,Germon Mosley,,"U.S. Bancorp Advisors, LLC",,,Salesforce
10816330,Inactive Investor,Angelica Herrmann,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10598989,,Richard Carlton,,,richardcoffshore@gmail.com,,Web Form Fillout
41643,,Melissa Knippa,Wealth Advisor,Thrivent Investment Management Inc.,melissa.knippa@thrivent.com,,
10985825,Inactive Investor,Jeffery Martin,Business Coach,"Osaic Wealth, Inc.",,,Salesforce
11182248,Inactive Investor,Jeffrey Thure,Senior Vice President,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,jthure@aegiscap.com,,Salesforce
339866,,Rita Sawyer,CFO And CCO,"Klaff Realty, Lp",rsawyer@klaff.com,312-360-1234,Manual List Upload
10822876,Inactive Investor,Ronald Kramer,,B. Riley Wealth Management,rkramer@wundernet.com,,Salesforce
10876206,Inactive Investor,Marianne Lehman,Owner;President,"William S. Orchison, Inc.",,,Salesforce
11001162,Inactive Investor,Stephen Zeffren,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",stephen.zeffren@nm.com,,Salesforce
9603409,,Joshua Nunn,,,joshnunnja@gmail.com,,List import
9597859,,Mark Fleck,,,mark@patteninc.com,,List import
11155382,Inactive Investor,Craig Attanasio,,Cetera Financial Specialists LLC Orange CA 1224 E Katella Ave,,,Salesforce
11210209,Inactive Investor,James Brooker,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",,,Salesforce
10884986,Inactive Investor,Marc Bertram,Operations Manager,Commonwealth Financial Network La Crosse WI 700 3rd St N,mbertram@commonwealth.com,,Salesforce
10914073,Inactive Investor,Stanley Worrell,Financial Advisor,Edward Jones Greenville SC 1011 Grove Rd,stanley.worrell@edwardjones.com,,Salesforce
11087772,Inactive Investor,Scott Cimo,Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,scott.cimo@lpl.com,,Salesforce
10775413,Inactive Investor,Tracy Burke,Director;Investment Consultant;Partner,Conrad Siegel Investment Advisors,tracyburke@conradsiegel.com,,Salesforce
10927250,Inactive Investor,Caprice Clarke,,Citigroup Global Markets Inc. Boca Raton FL 101 E Camino Real,caprice.clarke@citi.com,,Salesforce
10912375,Inactive Investor,Maxine Mankovitz,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,maxine.mankovitz@primerica.com,,Salesforce
11062638,Inactive Investor,Kelly Siebrands,,State Farm VP Management Corp. Fort Morgan CO 325 W Platte Ave,kelly.siebrands.nt2h@statefarm.com,,Salesforce
246335,,Not Provided,Writer,Self-employed,bill.curtis@mindwatering.net,,Manual List Upload
11046555,Inactive Investor,Mark Szwagulinski,,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,mark.szwagulinski@td.com,,Salesforce
11103055,Inactive Investor,Steven Stolz,Financial Advisor,Edward Jones Naples FL 12980 Tamiami Trl N,steve.stolz@edwardjones.com,,Salesforce
10911076,Inactive Investor,Scott Zindler,,Morgan Stanley Houston TX 717 Texas St,scott.zindler@morganstanley.com,,Salesforce
10831091,Inactive Investor,Laurence Poplack,Chief Executive Officer;President,Cooper Point Advisors LLC,,,Salesforce
9611366,,Darlene Deremer,Managing partners,Grail partners,dderemer@grailpartners.com,,List import
117011,,George Mongell,,"MML Investors Services, LLC",gmongell@massmutual.com,412-562-1600,
10909127,Inactive Investor,Juanita Fahrendorf,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",juanita.fahrendorf@schwab.com,,Salesforce
11024003,Inactive Investor,David McCool,,"Avantax Investment Services, Inc. Dallas TX 3010 Lbj Fwy",,,Salesforce
9593379,,Salvatore Puliafico,,,spuliafico@tolisadvisors.com,,List import
10991124,Inactive Investor,Yuliya Sklyarova Rivera,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",yuliya.rivera@nm.com,,Salesforce
11010245,Inactive Investor,Jennifer Gawin,,Nicol Investors Corporation Springfield MO 2200 E Sunshine St,jgawin@nicolfinancial.com,,Salesforce
10925592,Inactive Investor,Jesus Martinez,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10900902,Inactive Investor,Aaron Hudson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
10487195,,Mark McMahon,"Financial Advisor, Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",mark.c.mcmahon@ml.com,,List Import
11147548,Inactive Investor,Benjamin Dawson,Financial Advisor,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,benjamin.dawson@morganstanley.com,,Salesforce
11171035,Inactive Investor,Ana Marmann,,Citigroup Global Markets Inc.,ana.rosu@citigroup.com,,Salesforce
10616914,,Vince Marino,,,vince.marino@jpmorgan.com,,List Import
9565661,,Joshua Hodge,,,joshua.hodge@53.com,,List import
10854731,Inactive Investor,Sterling May,,B. Riley Wealth Management Tampa FL 2901 W Busch Blvd,,,Salesforce
11021275,Inactive Investor,Michael Palcic,,Cetera Investment Services LLC Dublin OH 545 Metro Pl S,michael.palcic@ceterainvestors.com,,Salesforce
11182030,Inactive Investor,Brian Cooper,,"FBL Marketing Services, LLC Newburgh IN 8833 High Pointe Dr",brian.cooper@fblfinancial.com,,Salesforce
9584719,,Riddhidev Banerjee,,,banerjeechem@gmail.com,,List import
11262103,Inactive Investor,Kenneth Maschhoff,,Broadview Capital Holdings LLC,,8644356947,Salesforce
11210844,Inactive Investor,George Montgomery,Financial Advisor,LPL Financial LLC Tyler TX 3915 S Southwest Loop 323,lee.montgomery@lpl.com,,Salesforce
11221283,,Laurie Tinnell,,,ltinnell@moseleyinvestment.com,,List Import
10505266,,Justin Ryder,CEO,PRIZM ENTERPRIZE,justin@theprizmeffect.com,8084454680,List Import
10753744,Inactive Investor,Margaret Capehart,Private Wealth Advisor,"Ameriprise Financial Services, LLC McAllen TX 5407 N McColl Rd",margaret.m.capehart@ampf.com,,Salesforce
10950521,Inactive Investor,Michael Dolphin,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",mike.dolphin@prudential.com,,Salesforce
10817960,Inactive Investor,Bradley Miller,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton MD 114 Bay St",bmiller16@ml.com,,Salesforce
9636928,,Albert Dean,,,albert@riverchasewealth.com,,List import
228500,, -,,[[Unknown]],painterskip@gmail.com,,
11041844,Inactive Investor,Juan Castro,,J.P. Morgan Securities LLC Plano TX 206 W FM 544,juan.castro@jpmorgan.com,,Salesforce
10808728,Inactive Investor,Jeremy Williams,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeremy.williams@fidelity.com,,Salesforce
11060240,Inactive Investor,Randal Regoli,Relationship Manager,"Fifth Third Securities, Inc. Hilliard OH 5079 Cemetery Rd",randal.regoli@53.com,,Salesforce
11208272,Inactive Investor,Cris Moore,Wealth Advisor,Thrivent Investment Management Inc. Luck WI 137 W 1st Ave,cris.moore@thrivent.com,,Salesforce
11144321,Inactive Investor,Kenneth Weeks,Financial Advisor;Private Wealth Advisor,LPL Financial LLC Severna Park MD 900 Ritchie Hwy,ken.weeks@lpl.com,,Salesforce
9553148,,Charles Weber,,,gfs777@att.net,,List import
10795700,Inactive Investor,David Gray,Director - Alternative Investments;Family Wealth Director;Managing Director;Private Wealth Advisor,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,david.b.gray@morganstanley.com,,Salesforce
10839598,Inactive Investor,William McCoy,Counsel;Managing Director,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,,,Salesforce
10785573,Inactive Investor,Brian Merkt,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,brian.merkt@pnc.com,,Salesforce
248892,,Jos? Manuel Mateu de Ros,Vice president,PagoNxt (Santander),jmmateu@pagonxt.com,,Manual List Upload
9554944,,se ke,,,sebastian_kestler@yahoo.de,,
10781094,Inactive Investor,Aylisa Pakhchanian,Principal;Vice President,"U.S. Bancorp Advisors, LLC",aylisa.minassian@uboc.com,,Salesforce
9608579,,chong teik hing,,,teikhingchong@gmail.com,,List import
9630239,,Paper Boy,,,anthonylunz@gmail.com,,List import
10852155,Inactive Investor,Thomas Currie,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9557186,,John Stoneman,,,jstoneman74@gmail.comj,,List import
10991474,Inactive Investor,Mario Tate,Investment Analyst,Millennial Wealth Advisors Chicago IL 231 S la Salle St,,,Salesforce
10816949,Inactive Investor,Carla Genelly,,"Sanctuary Securities, Inc. Chicago IL 209 S La Salle St",cgenelly@danoyes.com,,Salesforce
10758942,Inactive Investor,Demetra Pace,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",demetra_pace@ml.com,,Salesforce
10836481,Inactive Investor,Michael Wyatt,Financial Advisor,Edward Jones Saint Charles MO 2101 Bluestone Dr,,,Salesforce
9631670,,Max g,,,maxbg@hotmai.co.uk,,List import
9556663,,Janessa Hawk,,,janessa.hawk@fmr.com,,List import
9548297,,Steve Bailey,,,steveb@frazierhealthcare.com,,List import
11144958,Inactive Investor,Russell Hewitt,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",rhewitt@financialguide.com,,Salesforce
11128519,Inactive Investor,Henry Clifton,Financial Advisor,Edward Jones Franklin IN 600 Ironwood Dr,,,Salesforce
11018945,Inactive Investor,Angel Davis,,"Centaurus Financial, Inc. Roseville CA 2540 Douglas Blvd",,,Salesforce
10759601,Inactive Investor,Richard Keller,Financial Advisor,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",richard.keller@wellsfargoadvisors.com,,Salesforce
9646025,,Steven Morrow,,,karenmorrow@gmail.com,,List import
9642356,,Jonathan Berlent,,,jsberlent@gmail.com,,List import
10646876,,Jeffrey Donahue,,,jeffrey.donahue@lpl.com,,List Import
11045280,Inactive Investor,John Tuten,,PFS Investments Inc. Durham NC 2726 Croasdaile Dr,john.tuten@primerica.com,,Salesforce
10618112,,John Pezzullo,,,john.pezzullo@ceterafs.com,,List Import
10828964,Inactive Investor,Richard McMurtrie,,Vanguard Marketing Corporation,richard_mcmurtrie@vanguard.com,,Salesforce
11021652,Inactive Investor,Rima Berro,,J.P. Morgan Securities LLC Detroit MI 17733 W Warren Ave,,,Salesforce
334217,,William Nemetz,"Director; Executive Vice President, Chief Operating Officer",Primerica Advisors,wnemetz@primerica.com,800-544-5445,Manual List Upload
10762395,Inactive Investor,Michael Scoma,Financial Advisor,Edward Jones Southlake TX 530 E Southlake Blvd,michael.scoma@edwardjones.com,,Salesforce
11066610,Inactive Investor,Mitchell Byrd,,Stonex Securities Inc. Florence AL 210 E Tennessee St,mitchell.byrd@saswealth.com,,Salesforce
11146108,Inactive Investor,Nancy Siegel,Chief Compliance Officer;President,Citiwest Capital Corporation,nancy@citiwestcapital.com,,Salesforce
10752903,Inactive Investor,Michelle Elliott,Client Service Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
10827956,Inactive Investor,Lawrence Hubert,,"Trustmont Financial Group, Inc. Haddonfield NJ 510 W Redman Ave",,,Salesforce
11181694,Inactive Investor,Marc Harwood,Associate Vice President;Financial Advisor;Vice President,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",marc.harwood@rbc.com,,Salesforce
9642310,,Keith Brennan,,,kbddmi@yahoo.com,,List import
10894998,Inactive Investor,Marie Ahola,Senior Client Specialist,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,mahola@rwbaird.com,,Salesforce
10883616,Inactive Investor,Anthony Valentini,,Goldman Sachs & Co.,,,Salesforce
9542924,,Lincoln Sorensen,,,lincoln@myvista.us,,List import
11009906,Inactive Investor,Carter Bugg,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10843169,Inactive Investor,Daniel Bertolet,Manager;Vice President,Wedbush Securities Inc. Scottsdale AZ 14851 N Scottsdale Rd,daniel.bertolet@wedbush.com,,Salesforce
11099577,Inactive Investor,William Donner,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative,Donner's Financial Services Inc. Port Saint Lucie FL 240 NW Peacock Blvd,,,Salesforce
11021742,Inactive Investor,Thomas Parlon,,"Cambridge Investment Research, Inc. West Roxbury MA 7 Oriole St",,,Salesforce
9562574,,Jon Wickman,,,avionshay@gmail.com,,List import
11189532,Inactive Investor,Michael Cice,,"Cambridge Investment Research, Inc. Newtown PA 16 N State St",,,Salesforce
11221632,,Brandon Grubbs,,,bhgrubbs@fmioffice.com,,List Import
11031291,Inactive Investor,Khamini Leston,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,kleston@primerica.com,,Salesforce
11045161,Inactive Investor,Bruce Deppoliti,Financial Planner,"Pruco Securities, LLC. Vestal NY 400 Plaza Dr",bruce.deppoliti@prudential.com,,Salesforce
9545609,,Thomas Burnor,,,burnor.tom@principal.com,,List import
10813876,Inactive Investor,Jennifer Paris,,State Farm VP Management Corp. Longmont CO 1325 Dry Creek Dr,jennifer.paris.ltwd@statefarm.com,,Salesforce
10772338,Inactive Investor,Michael Wisman,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",michael.wisman@ml.com,,Salesforce
10943469,Inactive Investor,Sean Fahey,,"Cambridge Investment Research, Inc. Grafton WI 1019 Cedar St",,,Salesforce
11119465,Inactive Investor,Stacy Smith,,"U.S. Bancorp Advisors, LLC",stacy.smith@uboc.com,,Salesforce
11097593,Inactive Investor,Thomas Burke,Investment Advisor Representative,Novem Group Rochester NY 100 Linden Oaks,tburke@novemgroup.com,,Salesforce
10789253,Inactive Investor,Juli Marstall,,NYLIFE Securities LLC Gold Beach OR 29724 Ellensburg Ave,jbmarstall@ft.newyorklife.com,,Salesforce
10886798,Inactive Investor,John Koshy,Chief Compliance Officer;Managing Partner,Symphony Retirement Partners LLC Round Rock TX 1 Chisholm Trl,jkoshy@symphonyretirement.com,,Salesforce
9635739,,Cheryl Evans,,,cevans@horizoninvestment.com,,List import
219598,,Maurice Hoo,,[Unknown],maurice@bankdeoro.com,,Direct
167866,,faisal rehman,,[Unknown],rehman.f@hotmail.com,,
11085411,Inactive Investor,Thomas Weyl,,Celadon Financial Group LLC Fort Lauderdale FL 2409 N Atlantic Blvd,tweyl@celadonfinancial.com,,Salesforce
10943736,Inactive Investor,Michael Torino,,PFS Investments Inc. New York NY 1430 Broadway,,,Salesforce
11195720,Inactive Investor,Trisha Archey,Associate Financial Advisor,"Ameriprise Financial Services, LLC Richardson TX 2435 N Central Expy",trisha.archey@ampf.com,,Salesforce
10840308,Inactive Investor,Bret Bledsoe,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,bret.bledsoe@morganstanley.com,,Salesforce
10644368,,Francisco Pena,,,fpena@interactivebrokers.com,,List Import
11198206,Inactive Investor,Christopher Schulenburg,Chairman,"Clark Financial Services Group, Inc.",cschulenburg@clarkfin.com,,Salesforce
11156130,Inactive Investor,Michael Sesan,Financial Advisor,Edward Jones Kennesaw GA 1350 Wooten Lake Rd NW,mike.sesan@edwardjones.com,,Salesforce
10921876,Inactive Investor,William Martin,Consultant,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,wmartin@commonwealth.com,,Salesforce
217731,,Asif Siddiqui,,[Unknown],asiddiq@gmail.com,,Direct
11110248,Inactive Investor,Samuel Carlson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",sam.carlson@schwab.com,,Salesforce
11002528,Inactive Investor,Taylor Hara,,"Robinhood Financial, LLC",taylor.hara@robinhood.com,,Salesforce
10901117,Inactive Investor,Neriah Lucas,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",neriah.olson@schwab.com,,Salesforce
10866634,Inactive Investor,Eric Froistad,Financial Advisor,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,efroistad@rwbaird.com,,Salesforce
11116684,Inactive Investor,Crystal Gomez,,PFS Investments Inc. Houston TX 363 N Sam Houston Pkwy E,crystaladavidsogomez@primerica.com,,Salesforce
10801424,Inactive Investor,Bita Mesdaghi,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,bita.bakhshandehpour@fidelity.com,,Salesforce
9577331,,Susan Tamaki,,,stamaki@remyinvestors.com,,List import
11032928,Inactive Investor,Koy Jasperson,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
6960898,,Nelson Ferreira,,,nacf@yahoo.com,,Web Form Fillout
10894370,Inactive Investor,Jason Huber,Financial Advisor,LPL Financial LLC Grand Rapids MI 4500 Cascade Rd SE,jason.huber@lpl.com,,Salesforce
9577052,,anastasia Abent,,,anastasiaabent@web.de,,List import
10510351,,Jeff Kernagis,Sr. Portfolio Manager,Vident Asset Management,jkernagis@videntam.com,,List Import
11063445,Inactive Investor,Robert Pascarella,,Peerless Wealth Spring TX Private Residence,rpascarella@peerless-wealth.com,,Salesforce
10903166,Inactive Investor,Wendy Morasco,,"Osaic FA, Inc. Auburn NY 2 South St",wendy.morasco@lfg.com,,Salesforce
11154900,Inactive Investor,Robert Woodard,,State Farm VP Management Corp. Sweeny TX 702 N Main St,,,Salesforce
11167221,Inactive Investor,Evangeline Greer,,Morgan Stanley Franklin TN 2000 Meridian Blvd,,,Salesforce
340467,,Gregory Warnock,"Managing Member, Mercato Management, Llc",Mercato Partners,gwarnock@mercatopartners.com,801-220-0055,Manual List Upload
11005195,Inactive Investor,Benjamin Karst,Financial Advisor,Edward Jones Chillicothe OH 28 N Mulberry St,,,Salesforce
11011958,Inactive Investor,Chad Dean,Financial Advisor,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",chad.dean@prudential.com,,Salesforce
348443,,Michael Greene,Managing Partner,"Ae Industrial Partners, Lp",mgreene@aeroequity.com,561-372-7820,Manual List Upload
10813660,Inactive Investor,Gregory Moser,,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,greg.moser@ubs.com,,Salesforce
9635413,,Teresa Ramos,,,teresa@hilltopwa.com,,List import
10612990,,Michael Alviar,"Senior Financial Advisor, Vice President",,michael_alviar@ml.com,,List Import
10906018,Inactive Investor,William Wilmer,,"Osaic Wealth, Inc. Charlotte NC 310 Arlington Ave",,,Salesforce
9602549,,Peter Lenart,,,plenart@sigmafinancial.com,,List import
10787711,Inactive Investor,Stephen Spratley,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Lake Charles LA 127 W Broad St,steve.spratley@chase.com,,Salesforce
10903270,Inactive Investor,Kirk Mullen,Assistant Vice President,J.P. Morgan Securities LLC Greenwich CT 231 Greenwich Ave,kirk.a.mullen@jpmorgan.com,,Salesforce
10931421,Inactive Investor,Larren Odom,Chief Compliance Officer;Founder;President,Chastain Wealth Management,larren@chastainwealth.com,,Salesforce
10768240,Inactive Investor,Yvette Bryan,Regional Director;Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Johnson City TN 2112 N Roan St",yzbryan@firsthorizon.com,,Salesforce
11085723,Inactive Investor,Laura Chittick,,J.P. Morgan Securities LLC,laura.v.chittick@jpmorgan.com,,Salesforce
11199128,Inactive Investor,Matthew Verel,,Key Investment Services LLC Buffalo NY 274 Elmwood Ave,matthew_verel@kisinvestments.com,,Salesforce
11058900,Inactive Investor,Todd O'Sullivan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,todd.osullivan@fmr.com,,Salesforce
10618322,,John Weinzelbaum,,,john.weinzelbaum@ml.com,,List Import
9608530,,Geoffrey Gordon,,,agordo1@pride.hofstra.edu,,List import
10783515,Inactive Investor,Richard O'Brien,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Coventry RI Private Residence",robrien@tiaa.org,,Salesforce
10893127,Inactive Investor,Andrew Heckaman,Preferred Relationship Manager,"Fifth Third Securities, Inc. Cincinnati OH 7101 Miami Ave",andrew.heckaman@53.com,,Salesforce
11097494,Inactive Investor,Michael Williams,Chief Compliance Officer;Managing Partner;Member,Truvestments Capital LLC,mike@truvestments.com,,Salesforce
10861584,Inactive Investor,Loren Merkle,Chief Compliance Officer;Founder;Manager,Merkle Retirement Planning,loren@merkleplan.com,,Salesforce
11045481,Inactive Investor,John Greene,,"Raymond James Financial Services, Inc. Winter Park FL 601 N New York Ave",jack.greene@raymondjames.com,,Salesforce
9542152,,Salil Manga,,,salilmanga@me.com,,List import
10510882,,Russell Ingram,,ID Wealth,russell@idwadvisors.com,,List Import
10921981,Inactive Investor,Steven Fretthold,Retirement Planning Specialist,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",steven.fretthold@equitable.com,,Salesforce
11036827,Inactive Investor,Thomas Barton,,"Packerland Brokerage Services, Inc. Oconomowoc WI 784 Summit Ave",tom_barton@packerlandbrokerage.com,,Salesforce
10865265,Inactive Investor,Benjamin Falls,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,benjamin.falls@fidelity.com,,Salesforce
10889365,Inactive Investor,Ilya Gindin,Personal Banker,Citigroup Global Markets Inc.,ilya.gindin@citigroup.com,,Salesforce
10874573,Inactive Investor,Alyssa Thornton,Financial Advisor,Edward Jones Palm Coast FL 21 Old Kings Rd N,alyssa.thornton@edwardjones.com,,Salesforce
9590853,,Andre Kherlakian,,,akherlakian@newfcap.com,,List import
9548883,,Brandon Walters,,,bburgbruin81@gmail.com,,List import
11207522,Inactive Investor,Jesse Garshak,,LPL Financial LLC Bridgeville PA 445 Washington Ave,j.garshak@lpl.com,,Salesforce
85089,,"Chanda L. Frenton, CPCU, CLU, FLMI, PHR","Learning, Development Director, VP",Park National Bank,chanda.frenton@parknationalbank.com,,Event
11193792,Inactive Investor,Jianjun Zheng,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",,,Salesforce
10822401,Inactive Investor,William Baldwin,Financial Advisor,Edward Jones Oak Harbor WA Private Residence,bill.baldwin@edwardjones.com,,Salesforce
228197,, -,,[[Unknown]],beetwyza@gmail.com,,Advertising
11231821,Inactive Investor,Sean Mcfarland,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
11135741,Inactive Investor,Anisea Baltzgar,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
144148,,Muhammad Izzat Iskandar Safarudin,,[Unknown],izzatiskandarsafarudin@gmail.com,,source
216493,,Paris Ba,,[Unknown],parisb@sjcera.org,,Event
11046959,Inactive Investor,Erica Traulsen,,"Concorde Investment Services, LLC Sacramento CA 1906 21st St",,,Salesforce
10986095,Inactive Investor,Douglas Walters,Chief Compliance Officer;Managing Member,"Walters Strategic Advisors, LLC Sarasota FL 3277 Fruitville Rd",,,Salesforce
141476,,Edwin Colvin,,Individual consumer,ecolvin@me.com,4042177724,
10855965,Inactive Investor,Michael Doherty,Financial Advisor,LPL Financial LLC Uncasville CT 860 Norwich New London Tpke,michael.doherty@lpl.com,,Salesforce
9631554,,R R,,,rudo.roman@gmail.com,,List import
11222598,,John Hauserman,,,jhauserman@commonwealth.com,,List Import
11106164,Inactive Investor,Dale Veitch,Chief Compliance Officer;Chief Executive Officer;Founder,"Lexington Investment Consulting, LLC",dale@lex-life.com,,Salesforce
10617041,,Michelle Griffith,,,michelle1.griffith@citi.com,,List Import
10919738,Inactive Investor,Victoria Schofield,,LPL Financial LLC Jacobus PA 1 N Main St,vickie.schofield@lpl.com,,Salesforce
9546494,,Mikkel Kjaer,,,mikkelkjaer@protonmail.com,,List import
10935955,Inactive Investor,Bruce Lubatkin,,LPL Financial LLC Delray Beach FL Private Residence,bruce.lubatkin@lpl.com,,Salesforce
92890,,Malina Amortoaie,Legal/Operations Executive,N/a,malinaioanaamortoaie@gmail.com,,
11122670,Inactive Investor,Sarah Cammiso,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
231906,,EE Holdings Limited,,[Unknown],nick.karangizi@eislercapital.com,,
11044377,Inactive Investor,Cari Weaver,Associate,Edward Jones Franklin TN 218 4th Ave N,cari.weaver@edwardjones.com,,Salesforce
10911916,Inactive Investor,Matthew Brandt,Associate Financial Advisor,"Ameriprise Financial Services, LLC Rockford IL 7160 Argus Dr",matthew.brandt@ampf.com,,Salesforce
10938192,Inactive Investor,Michael Lesney,Financial Consultant,"Equitable Advisors, LLC Johnstown PA 999 Eisenhower Blvd",michael.lesney@equitable.com,,Salesforce
348881,,Derrick Johnson,Member,"Johnson Wealth Management, Llc",derrick@johnsonwealth.com,701-746-8310,Manual List Upload
10800691,Inactive Investor,Christopher Pankratz,Financial Advisor,"Financial Dimensions Group, Inc.",chris@fdg-advisors.com,,Salesforce
11150251,Inactive Investor,Michael Mcclure,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_mcclure@vanguard.com,,Salesforce
248814,,Leonard Tan,Private Equity Summer Analyst,Viva Partners,ftan22@uwo.ca,,Manual List Upload
11015373,Inactive Investor,Bruce Laird,Investment Advisor Representative,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,bruce.laird@primerica.com,,Salesforce
205794,,Byoungjun Jo,,[Unknown],byoungjunjo@gmail.com,,Paid Social
1005548,Inactive Investor,Marc Cohen,,Marc Cohen,marc@mdc-ventures.com,,source
10905395,Inactive Investor,Daryl Hesselink,,"Osaic Wealth, Inc. Cheboygan MI 10595 N Straits Hwy",,,Salesforce
11050915,Inactive Investor,Camie Quigley,,"Petros Family Wealth, LLC",,,Salesforce
10806267,Inactive Investor,Hanna Koss,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Wausau WI 1 Corporate Dr",kossh@stifel.com,,Salesforce
9576011,,Seth Bittner,,,sbittner@almanackip.com,,List import
10826543,Inactive Investor,John Schaeffer,,"Cambridge Investment Research, Inc. Laramie WY Private Residence",,,Salesforce
10817525,Inactive Investor,Erik Morgan,Client Advisor;Manager;Senior Partner,"Freestone Capital Management, LLC",erik@freestonecapital.com,,Salesforce
340808,,Richard England,Press Manager,Aberdeen Standard Alternative Funds Limited,richard_england@standardlife.com,004-413-12252345,Manual List Upload
11105198,Inactive Investor,Vincent Thompson,,J.P. Morgan Securities LLC Chicago IL 238 N State St,vincent.j.thompson@chase.com,,Salesforce
236955,, -,,[[Unknown]],mariomartini@att.net,,Organic Search
11174609,Inactive Investor,Brighton Hollis,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",brighton.hollis@equitable.com,,Salesforce
11003483,Inactive Investor,Theodore Vestal,,The Huntington Investment Company Indianapolis IN 3938 E 82nd St,theodore.vestal@huntington.com,,Salesforce
10763336,Inactive Investor,Elizabeth Quesenberry,Financial Advisor,Edward Jones Fayetteville AR 3729 N Crossover Rd,liz.quesenberry@edwardjones.com,,Salesforce
10802243,Inactive Investor,Ian Arellano,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV Private Residence",ian_arellano@ml.com,,Salesforce
11082691,Inactive Investor,Tod Marcus,Chief Compliance Officer;Managing Member,Honolulu Capital Management,,,Salesforce
11182253,Inactive Investor,Thomas Lenze,,"Osaic Wealth, Inc. Hailey ID Private Residence",,,Salesforce
10900803,Inactive Investor,Donald Froehling,,"LaSalle St Securities, L.L.C. Chicago IL 8770 W Bryn Mawr Ave",dfroehling@lasallest.com,,Salesforce
11009824,Inactive Investor,Christina Cuffari,,"Prudential Annuities Distributors, Inc",christina.cuffari@prudential.com,,Salesforce
10809739,Inactive Investor,Darryl Grayson,Managing Director;Managing Director - Financial Intermediaries,"ACR Alpine Capital Research, LLC Mount Laurel NJ 3000 Atrium Way",dgrayson@acr-invest.com,,Salesforce
11104777,Inactive Investor,Edward Yen,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Columbus OH 4449 Easton Way",,,Salesforce
11159515,Inactive Investor,Robert Pickels,Chief Investment Officer;Partner,Whitney & Company,rpickels@whitneycompany.net,,Salesforce
11076292,Inactive Investor,Kudakwashe Chinyanya,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Phoenix AZ Private Residence",kudakwashe.chinyanya@unionbank.com,,Salesforce
10867857,Inactive Investor,Michael Rapelyea,Chief Executive Officer;Regulatory Contact,"Bosun Asset Management, LLC",mrapelyea@bosunam.com,,Salesforce
10893812,Inactive Investor,Brian Follen,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",brian.follen@schwab.com,,Salesforce
10750384,Inactive Investor,Jose Rivera Caamano,Investment Advisor,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
10616249,,Eric Andresen,,,eric.andresen@lpl.com,,List Import
10967136,Inactive Investor,Chase Hyatt,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",chase.hyatt@tiaa-cref.org,,Salesforce
9636570,,Tracy Gustafson,,,tgustafson@plannersfinancialservices.com,,List import
10900535,Inactive Investor,Lucas Winthrop,Chief Operating Officer;Elected Manager;Wealth Advisor,Winthrop Wealth,lucas.winthrop@winthropwealth.com,,Salesforce
10939429,Inactive Investor,Jeffrey Craig,,"Lion Street Financial, LLC Austin TX 3907 Medical Pkwy",jcraig@lionstreet.com,,Salesforce
11135921,Inactive Investor,Thomas Geer,,Fidelity Brokerage Services LLC,,,Salesforce
10765193,Inactive Investor,Jennifer Marlowe,Financial Advisor;Senior Financial Consultant,Wintrust Investments LLC,,,Salesforce
11217532,,Gavin Murrey,,,gavin.murrey@raymondjames.com,,Other
230823,, -,,[[Unknown]],adriansky@protonmail.com,,
11193237,Inactive Investor,Marlon Josephs,,PFS Investments Inc. Phoenix AZ 645 E Missouri Ave,marlon.josephs@primerica.com,,Salesforce
10861197,Inactive Investor,Eric Wigton,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",,,Salesforce
10768720,Inactive Investor,Stuart Hansen,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shansen@tiaa-cref.org,,Salesforce
9645352,,Peter Baumann,,,martinpbaumann@gmail.com,,List import
11185923,Inactive Investor,Hoda Dadbin,,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",hoda.dadbin@wellsfargo.com,,Salesforce
9583441,,Jeffrey Sciscilo,,,jeff@4jwealth.com,,List import
10788620,Inactive Investor,Bret Elliott,Manager,"Elliott Financial, LLC",,,Salesforce
11060161,Inactive Investor,Fallon Peace,Portfolio Associate,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,fallon.peace@morganstanley.com,,Salesforce
339054,,Robert Small,Managing Director,Berkshire Partners Llc,rsmall@berkshirepartners.com,617-227-0050,Manual List Upload
10831545,Inactive Investor,Ronald Winkler,Managing Director - Investments,Wedbush Securities Inc. New York NY 142 W 57th St,ron.winkler@wedbush.com,,Salesforce
10941716,Inactive Investor,Vanessa McDill,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,vanessa.mcdill.rwn8@statefarm.com,,Salesforce
9556484,,Noah Gonzales,,,noah.gonzales@hdvest.net,,List import
10813394,Inactive Investor,William Johnson,Financial Advisor,Edward Jones Austin TX 11044 Research Blvd,billy.johnson@edwardjones.com,,Salesforce
10826715,Inactive Investor,Robert Taylor,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Boston MA 53 State St",rob.taylor@rbc.com,,Salesforce
333592,,Stefani Bucifal,,Mercer Global Advisors Inc.,sbucifal@merceradvisors.com,,
10875963,Inactive Investor,Brooke Grimes,Financial Advisor,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",brooke.grimes@rbc.com,,Salesforce
11039063,Inactive Investor,Terri Sheridan,,PFS Investments Inc. Danielsville GA 122 Courthouse Sq,tsheridan@primerica.com,,Salesforce
11103924,Inactive Investor,Eric Barrett,Financial Advisor,LPL Financial LLC Riverside CA 4210 Riverwalk Pkwy,ebarrett@lpl.com,,Salesforce
10914310,Inactive Investor,Christopher Milligan,Equity Research Analyst,"Alpha Omega Wealth Management, LLC",,,Salesforce
10946172,Inactive Investor,Nathaniel Donohue,Chief Compliance Officer;Partner,"Consilio Wealth Advisors, LLC Scottsdale AZ 4250 N Drinkwater Blvd",,,Salesforce
10949563,Inactive Investor,Elizabeth Gonzalez,,"Allstate Financial Services, LLC Hesperia CA 15923 Bear Valley Rd",elizabethgonzalez@allstate.com,,Salesforce
11234349,Inactive Investor,Kahlil Adam,Managing Director,Itau International Securities Inc.,kahlil.adam@itauinternational.com,,Salesforce
10866454,Inactive Investor,Donald Braun,Investment Advisor Representative,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",donald.braun@transamerica.com,,Salesforce
10927156,Inactive Investor,John Insley,,L.O. Thomas & Co. Inc.,,,Salesforce
8057,,Philip Francis,,dCentral Assets,phil.francis11@gmail.com,,Initial Salesforce Import
195456,,Arman Mousavi,,[Unknown],armaan.mousavi@gmail.com,,source
10661525,,Daniel Rotter,,,drotter@hamptonfs.com,,List Import
10935888,Inactive Investor,Michael Acio,Senior Compliance Analyst,Commonwealth Financial Network San Diego CA 600 W Broadway,macio@commonwealth.com,,Salesforce
10618059,,Donna Bellamy,,,dbellamy@madisonreps.com,,List Import
11023022,Inactive Investor,Florant Ajdini,,J.P. Morgan Securities LLC Milford MA 7 Medway Rd,florant.ajdini@jpmorgan.com,,Salesforce
349182,,Stuart Greenfield,Managing Member,"Greenfield Seitz Capital Management, Llc",stuart@gscapital.net,214-367-6170,Manual List Upload
11011953,Inactive Investor,Trevor Fultz,Financial Professional,"Equitable Advisors, LLC Everett WA Private Residence",trevor.fultz@equitable.com,,Salesforce
5919861,,Omran Eed,,,omranco700@gmail.com,,Web Form Fillout
11041263,Inactive Investor,Andrew Holpe,Managing Member,"Richmond Quantitative Advisors, LLC",aholpe@richmondquant.com,,Salesforce
10888023,Inactive Investor,Alejandra Hernandez Duque,Wealth Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11169505,Inactive Investor,Jonathan Heim,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
10966797,Inactive Investor,Matthew Chrisman,Securities Supervision Principal,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",matt.chrisman@mutualofomaha.com,,Salesforce
11009408,Inactive Investor,Jackson Hanna,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",jackson.hanna@nm.com,,Salesforce
10916636,Inactive Investor,David Zaegel,Chief Compliance Officer;Co-Founder;President,CWOs For Hire LLC,,,Salesforce
10970115,Inactive Investor,Shari Leiner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11191456,Inactive Investor,Eric Lieberman,Chief Compliance Officer;Chief Financial Officer,Intrinsic Asset LLC Lantana FL 111 Moorings Dr,ericlieberman@intrinsicassetfund.com,,Salesforce
11116479,Inactive Investor,Margaret Avant,Financial Consultant,"Wells Fargo Clearing Services, LLC El Reno OK 2100 S Country Club Rd",margaret.m.avant@wellsfargoadvisors.com,,Salesforce
10931669,Inactive Investor,Aaron Zauner,Wealth Management Advisor,"Caldwell Advisors, LLC",azauner@caldwellgroupllc.com,,Salesforce
214438,,Charlie Waldburger,,[Unknown],charlie@charliew.co,,Other
10918101,Inactive Investor,Dana Decknadel,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",dana.decknadel@tfaconnect.com,,Salesforce
10964144,Inactive Investor,Joshua Broadwater,Financial Advisor,Edward Jones Cumberland MD 118 Baltimore St,josh.broadwater@edwardjones.com,,Salesforce
11117192,Inactive Investor,Anshul Sharma,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10555032,,Victor Chiang,,,vic@tiberiusfo.com,,Web Form Fillout
11104379,Inactive Investor,Grant Goeglein,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",grant.goeglein@nm.com,,Salesforce
226985,, -,,[Unknown],j.d.delvecchio@gmail.com,,Paid Social
9571588,,Gerald McIlhon,,,jerry@beckcapitalmanagement.com,,List import
10787832,Inactive Investor,Daniel Kern,Senior Vice President,Robert W. Baird & Co. Incorporated West Bend WI 111 N Main St,dkern@rwbaird.com,,Salesforce
11131200,Inactive Investor,Christopher Vordemesche,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,chris.vordemesche@ms.com,,Salesforce
10816118,Inactive Investor,Devin Mendoza,Relationship Banker,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,devin.mendoza@morganstanley.com,,Salesforce
11052996,Inactive Investor,Marie Moiforay,,"Transamerica Financial Advisors, Inc Laurel MD 14203 Park Center Dr",marie.moiforay@transamerica.com,,Salesforce
11219630,,Roger Husbands,,,rhusbands@supremealliancellc.com,,Other
11154331,Inactive Investor,Juviel Gama,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,jgama@primerica.com,,Salesforce
11283270,Inactive Investor,Ashish Phansopkar,Investment Analyst,"Cambridge Investment Research, Inc.",ashish.phansopkar@cir2.com,877-688-2369,Salesforce
11036867,Inactive Investor,Jason Baskett,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,jason.baskett@primerica.com,,Salesforce
238172,, -,,[[Unknown]],ecabi@nku.edu.tr,,Paid Social
344457,,Andrew Frank,Vice President,Trive Capital Management Llc,andrewfrank@trivecapital.com,214-499-9715,Manual List Upload
10904241,Inactive Investor,Philip Nelson,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3300 PGA Blvd",philip.nelson@raymondjames.com,,Salesforce
10970910,Inactive Investor,James Klein,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
11177182,Inactive Investor,John Lewis,,JDL Securities Corporation,john@jdlsecurities.com,,Salesforce
10758186,Inactive Investor,Anthony Polak,,Aegis Capital Corp.,tpolak@aegiscap.com,,Salesforce
9629560,,Yiorgos Athineos,,,yiorgos.bmw@gmail.com,,List import
10807326,Inactive Investor,David Aquilina,Executive Director;Financial Advisor,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,,,Salesforce
9612235,,Jon Roadfeldt,,,jon@spescoinc.com,,List import
9615534,,annemarie curtin,,,annemarie.curtin@citi.com,,List import
10977033,Inactive Investor,Christopher Jett,,"Raymond James & Associates, Inc.",christopher.jett@raymondjames.com,,Salesforce
10820948,Inactive Investor,Beryl Ball,,"CapFinancial Securities, LLC.",beryl.ball@captrustadvisors.com,,Salesforce
9543998,,Afsana Shaikh,,,mcreation62@gmail.com,,List import
10716447,Active Investor,Jeff Moore,,Jeff Moore,jm5134@hotmail.com,6163044508,Salesforce
10763290,Inactive Investor,Raymond Lejano,Investment Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,raymond.lejano@ubs.com,,Salesforce
11032427,Inactive Investor,Taylour Schutter,,"Raymond James Financial Services, Inc. Mount Pleasant SC 534 Johnnie Dodds Blvd",taylour.schutter@raymondjames.com,,Salesforce
10987858,Inactive Investor,Rena Scott,,PFS Investments Inc. Garden City ID 412 E 41st St,rena.maggard@primerica.com,,Salesforce
11043902,Inactive Investor,James Signorile,Financial Planning Consultant,"Raymond James & Associates, Inc. New York NY 320 Park Ave",james.signorile@raymondjames.com,,Salesforce
11110724,Inactive Investor,David Bacchetta,Financial Advisor,"Ameriprise Financial Services, LLC Shrewsbury MA 415 Boston Tpke",david.a.bacchetta@ampf.com,,Salesforce
9604033,,SIMON REN,,,simon.ren@okcoin.com,,List import
10917543,Inactive Investor,Jacob Czarnick,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",jacob.czarnick@raymondjames.com,,Salesforce
11233913,Inactive Investor,Devonte Joy,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
218176,,wiebe kokje,,[Unknown],wiebekokje@gmail.com,,
164386,,Devin Daniels,,[Unknown],devdaniels360@gmail.com,,Direct
10889284,Inactive Investor,John Dikun,Financial Advisor,LPL Financial LLC Wayne NJ 1700 State Rte 23,john.dikun@lpl.com,,Salesforce
11236903,Inactive Investor,Montana Lutz,Equity Research Analyst,Enhancing Capital LLC,montana.lutz@enhancingcapital.com,,Salesforce
11036154,Inactive Investor,Heather Havighurst,,"Northwestern Mutual Investment Services, LLC West Chester PA 200 N High St",heather.havighurst@nm.com,,Salesforce
9611406,,Radhika Bansal,,,radhbansal@deloitte.ca,,List import
10926010,Inactive Investor,Mark Foris,,Goldman Sachs & Co.,,,Salesforce
10859291,Inactive Investor,Timothy Cunningham,Senior Team Manager - Fraud Risk Operations,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",tim.cunningham@schwab.com,,Salesforce
208854,,Charles Caverne,,[Unknown],cavernec@gmail.com,,Paid Social
99909,,Jason Joffe,"Manager, CCO","West Elk Capital, Llc",jason.joffe@westelkcapital.com,404-551-3551,Manual List Upload
11097234,Inactive Investor,John Carlson,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.carlson@schwab.com,,Salesforce
10967794,Inactive Investor,Xue Xue,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,xue.xue@jpmorgan.com,,Salesforce
371476,,Harvey Joseph,,United States,hjoseph3007@gmail.com,,Salesforce
9552267,,Rohan Saikia,,,rsaikia@gppfunds.com,,List import
9564229,,Judith Perez Monasterio,,,judith.perezmonasterio@bso.co,,List import
11044601,Inactive Investor,Austin Schattenberg,Associate,Edward Jones Mesa AZ 1058 N Higley Rd,,,Salesforce
9572473,,Joseph Ware,,,joseph.ware@fidelity.com,,List import
10772893,Inactive Investor,Jaime McCauley,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",jaime.mccauley@wellsfargoadvisors.com,,Salesforce
10802339,Inactive Investor,Gregory Burgett,Financial Advisor,"Principal Securities, Inc. Sheboygan WI Private Residence",burgett.greg@principal.com,,Salesforce
11159968,Inactive Investor,Shannon Loughery,,"Blackridge Asset Management, LLC North Bend WA Private Residence",,,Salesforce
10817256,Inactive Investor,Daniel Lee,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,daniel.lee@jpmorgan.com,,Salesforce
11105399,Inactive Investor,Matthew Couch,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10834814,Inactive Investor,Pietro Razzino,Financial Advisor,"Ameriprise Financial Services, LLC Shelton CT 4 Corporate Dr",pietro.x.razzino@ampf.com,,Salesforce
11135979,Inactive Investor,Daniel Wheeler,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
11107640,Inactive Investor,Doni Mooberry,Advisor;Member,"Mooberry Financial Management, LLC",jand@mooberryfinancial.com,,Salesforce
11115402,Inactive Investor,Stephen Lucas,Executive Director;Executive Financial Services Director;Financial Advisor,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,stephen.lucas@morganstanley.com,,Salesforce
11134532,Inactive Investor,Kyle Weitekamp,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC East Lansing MI 4660 S Hagadorn Rd",kyle.weitekamp@tiaa.org,,Salesforce
9556335,,Charles Journey,,,videogamer7566@gmail.com,,List import
11025433,Inactive Investor,Kenneth Liebelt,,Cetera Advisor Networks LLC Lenexa KS 8700 Monrovia St,,,Salesforce
10787740,Inactive Investor,David Culler,Financial Advisor,Park Avenue Securities LLC Campbell CA 910 E Hamilton Ave,david_culler@glic.com,,Salesforce
10861257,Inactive Investor,Karen Boykin,Financial Advisor,"Osaic Wealth, Inc. Ballwin MO 615 Shadowridge Dr",,,Salesforce
347731,,Ryan Ansted,Member,Scarborough Capital Management,ransted@scmadvice.com,410-573-5700,Manual List Upload
11112721,Inactive Investor,Steven Lewis,,"Verity Investments, Inc.",slewis@verityinvest.com,,Salesforce
11079079,Inactive Investor,Mick Santa,,J.P. Morgan Securities LLC Ridgewood NY 71-04 Woodhaven Blvd,mick.santa@jpmorgan.com,,Salesforce
6497119,,Bikash baidya,,,bikashbaidya935@gmail.com,,Web form fillout
10869125,Inactive Investor,Marc Hammer,Financial Planner,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",mhammer@financialguide.com,,Salesforce
338663,,Glenn Rieger,"Partner, Vice-President (nsg Iv Management Company, Llc)",Newspring Capital,grieger@newspringcapital.com,610-567-2387,Manual List Upload
10984521,Inactive Investor,Brianna Bunton,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10999548,Inactive Investor,Maribel Medina,,PFS Investments Inc. Conshohocken PA 1100 E Hector St,,,Salesforce
9582724,,John Dennis,,,dennis.john@principal.com,,List import
10928056,Inactive Investor,Tom Stephens,,"Farmers Financial Solutions, LLC Oakley CA 3775 Main St",tstephens1@farmersagent.com,,Salesforce
11013992,Inactive Investor,Daniel Gage,Associate Financial Advisor,"Ameriprise Financial Services, LLC Auburndale MA 450 Lexington St",daniel.gage@ampf.com,,Salesforce
10891900,Inactive Investor,Scott Whytock,Principal,August Wealth Management,scott@augustwealthmanagement.com,,Salesforce
10972420,Inactive Investor,Joshua Finley,,Country Capital Management Company Mount Vernon IL 814 Harrison St,josh.finley@countryfinancial.com,,Salesforce
11149190,Inactive Investor,Alicia McMachan,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",alicia.mcmachan@nm.com,,Salesforce
10850048,Inactive Investor,William Humbarger,,NYLIFE Securities LLC Indianola MS 1454 Hwy 82 E,wbhumbarger@ft.newyorklife.com,,Salesforce
201513,,Michelle Cooper,,XML Financial Group,mcooper@xmlfg.com,703-827-2300,
9548027,,Mary Fiflis,,,fiflis.maryellen@principal.com,,List import
11094185,Inactive Investor,Clifton Mahon,,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,cmahon@primerica.com,,Salesforce
9639414,,Stacy Cunningham,,,sfcunnin@gannett.com,,List import
9563784,,David Parish,,,david.parish@lfg.com,,List import
10806465,Inactive Investor,Brian Battle,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 6100 Fairview Rd",brian.c.battle@ampf.com,,Salesforce
10925024,Inactive Investor,Earl Davis,,"Woodmen Financial Services, Inc. Paducah KY 100 Fountain Ave",ewdavis@woodmen.org,,Salesforce
41478,,Joseph Mattia,Wealth Advisor,RSM US Wealth Management LLC,joe.mattia@rsmus.com,847-517-7070,
10950683,Inactive Investor,Robert Warden,,"Wells Fargo Clearing Services, LLC South Boston VA 3300 Halifax Rd",,,Salesforce
10780168,Inactive Investor,Thomas Reichert,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",thomas.reichert@ml.com,,Salesforce
11194345,Inactive Investor,Cherie Logan,,State Farm VP Management Corp. Yukon OK 1221 Holly Ave,,,Salesforce
11175464,Inactive Investor,Terry Rogers,,"Ameriprise Financial Services, LLC Memphis TN 5100 Poplar Ave",terry.rogers@ampf.com,,Salesforce
10998358,Inactive Investor,Jennifer Lau,,J.P. Morgan Securities LLC San Francisco CA 265 Winston Dr,jennifer.lau@jpmorgan.com,,Salesforce
10912852,Inactive Investor,Laurence DiCicco,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",laurence.dicicco@ampf.com,,Salesforce
10797658,Inactive Investor,Mark Scott,,"Osaic Wealth, Inc. La Vista NE 12325 Port Grace Blvd",,,Salesforce
10991628,Inactive Investor,Sarah Holtzinger,Strategic Advisor,Brown Advisory,sarah.holtzinger@signaturefamilywealth.com,,Salesforce
243615,,Rick Shoff,Managing Director,CAPTRUST,rick.shoff@captrust.com,,Manual List Upload
10916857,Inactive Investor,Lisa Baker,Financial Advisor,Edward Jones Norman OK 500 Merchant Dr,lisa.a.baker@edwardjones.com,,Salesforce
8351499,,Saeid Khabbazi,,,saeidkhabbaazii@gmail.com,,Web form fillout
10810129,Inactive Investor,Michael Cook,,LPL Financial LLC Syracuse NY Private Residence,,,Salesforce
11146592,Inactive Investor,Thomas Zimmer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",,,Salesforce
11133144,Inactive Investor,Ricky Mantei,Branch Manager,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",rmantei@cfiemail.com,,Salesforce
176296,,William Goslee,Managing Principal & Head of Sales and Marketing,[Unknown],wgoslee@feg.com, +1 513 719 5074,Database Upload
9606718,,Alexander Janofsky,,,ajanofsky@decade-llc.com,,List import
11230764,Inactive Investor,Nicholas Poe,,LPL Financial LLC Paducah KY 3326 N Friendship Rd,nicholas.r.poe@lpl.com,,Salesforce
336408,,David Rappaport,Manager & Member,"Rappaport Reiches Capital Management,",drappaport@rrcapital.com,847-832-0030,Manual List Upload
235938,, -,,[[Unknown]],jlewisozdemir0359@gmail.com,,Organic Search
9629701,,Manny Aw,,,eawasom@gmail.com,,List import
11129124,Inactive Investor,Spencer Wood,,"Avantax Investment Services, Inc. Rochester MI 800 W University Dr",,,Salesforce
11093453,Inactive Investor,Derrick Barnes,,NYLIFE Securities LLC New York NY 420 Lexington Ave,debarnes@ft.newyorklife.com,,Salesforce
10881576,Inactive Investor,Ivan Olmos,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",ivan.m.martinez@wellsfargo.com,,Salesforce
233265,, -,,[[Unknown]],fradinhojordan@yahoo.fr,,
9639859,,Don Stracke,,,dstracke@nepc.com,,List import
11171550,Inactive Investor,Daniel Hawk,Financial Advisor,Edward Jones Longmont CO 6964 N 79th St,dan.hawk@edwardjones.com,,Salesforce
11073099,Inactive Investor,Diana Momin,,J.P. Morgan Securities LLC Houston TX 712 Main St,diana.momin@jpmorgan.com,,Salesforce
11011038,Inactive Investor,Nicholas Bruno,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
10752366,Inactive Investor,LaGina Nicholas,Associate Vice President;Senior Business Associate,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",lagina.nicholas@rbc.com,,Salesforce
10758800,Inactive Investor,John Thompson,Managing Member,JW Thompson Investments LLC,,,Salesforce
11212742,Inactive Investor,Valerie Wynn,,NYLIFE Securities LLC Lubbock TX 6121 79th St,vwynn@ft.newyorklife.com,,Salesforce
9641176,,Stewart Fleming,,,sfleming@bankersinsurance.net,,List import
9601843,,Stacia Balog,,,staciabalog@gmail.com,,List import
11080251,Inactive Investor,Nancy Voiland,,Edward Jones Raleigh NC 5000 Falls of Neuse Rd,nancy.voiland@edwardjones.com,,Salesforce
10809238,Inactive Investor,Matthew Biddinger,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",matthew_biddinger@ml.com,,Salesforce
10898940,Inactive Investor,Steven Scornajenghi,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",steven.scornajenghi@citizenssecurities.com,,Salesforce
10783122,Inactive Investor,Paul Baranivsky,Financial Advisor,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,paul.baranivsky@morganstanley.com,,Salesforce
9599259,,Jeanne Barrett,,,jbarrett@bostonprivatebank.com,,List import
11053910,Inactive Investor,Lucas Turco,,"PHX Financial, Inc.",lturco@phoenixinc.com,,Salesforce
9550265,,Sunghyun Kim,,,kerocrow@gmail.com,,List import
10794623,Inactive Investor,Michael Fitzhugh,Director - Wealth Management;Partner,"Aspiriant, LLC",mfitzhugh@aspiriant.com,,Salesforce
10938659,Inactive Investor,Todd Iglehart,Chief Compliance Officer;Chief Financial Officer;Financial Advisor;Investment Advisor Representative;Managing Member;Senior Mana,"Family Legacy Financial Solutions, LLC",,,Salesforce
9646905,,Bee Robinson,,,predato9559@gmail.com,,List import
11254251,Inactive Investor,Keith Devine,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",,,Salesforce
11132203,Inactive Investor,Clifford Brown,,"Charles Schwab & Co., Inc. Butler KY Private Residence",,,Salesforce
10928876,Inactive Investor,Shawn Bragdon,,"The Leaders Group, Inc.",,,Salesforce
11037430,Inactive Investor,Brian Sokol,,"Cambridge Investment Research, Inc. Toledo IA 1003 S County Rd",,,Salesforce
10799420,Inactive Investor,Neil Kirk,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Old Greenwich CT 190 Sound Beach Ave",,,Salesforce
10494277,,Neal Scott,"Chief Compliance Officer, Head - Investment Committee, Managing Member, Principal",Brookmont Capital Management,nealscott@brookmont.com,,List import
10932898,Inactive Investor,Curtis LeValley,,"Osaic Wealth, Inc. Lincoln NE 5700 Old Cheney Rd",,,Salesforce
9546596,,Liselotte Richards,,,lrichards@seia.com,,List import
9579866,,John Maloney,"Chairman, Chief Executive Officer, Regulatory Contact",M&R Capital Management Inc,jmaloney@mrcapco.com,,List import
10489476,,Courtney Johnston,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",courtney_johnston@ml.com,940-297-6917,List Import
49984,,Lance Palmer,"Research, Practice",Elwood & Goetz,lance@elwoodgoetz.com,706-548-1025,Manual List Upload
10923991,Inactive Investor,Charles Haynes,,"Osaic Wealth, Inc. Culpeper VA Private Residence",,,Salesforce
11090471,Inactive Investor,Yeong-Keng Chien,,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,yeongkeng.chien@us.hsbc.com,,Salesforce
10932975,Inactive Investor,Frank Santos,,LPL Financial LLC Ridgewood NY Private Residence,frank.santos@lpl.com,,Salesforce
66218,,Graham Ross,"Financial Advisor, Financial Professional","Transamerica Financial Advisors, Inc",g.ross@transamerica.com,937-474-9336,
11026194,Inactive Investor,Jean Lee,,Stonex Securities Inc. Brooklyn NY 122 Ashland Pl,jean.lee@saswealth.com,,Salesforce
10616793,,Joseph Murphy,,,jmurphy@wintrustwealth.com,,List Import
10657548,,Jon Roulo,,,jon.roulo@lplfinancial.com,,List Import
11211200,Inactive Investor,Gregory Owen,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",gregory.owen@wellsfargoadvisors.com,,Salesforce
11104898,Inactive Investor,James Barr,,"Raymond James Financial Services, Inc. Fountain Valley CA 17220 Newhope St",james.barr@raymondjames.com,,Salesforce
10950519,Inactive Investor,Robert Herman,,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",,,Salesforce
11035437,Inactive Investor,Anita Roberts,Assistant Vice President;Financial Advisor,"AdviceOne Advisory Services, LLC",aroberts@adviceonellc.com,,Salesforce
248606,,David Schwartz,Partner,Raines Feldman LLP,dschwartz@raineslaw.com,,Manual List Upload
11220502,,Mary Pugh,,,mpugh@pughcapital.com,,Other
10596276,,Robert Whitcomb,,,robert.whitcomb@lpl.com,,Web Form Fillout
10761754,Inactive Investor,Janet Cleveland,Senior Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,janet.cleveland@morganstanley.com,,Salesforce
11160761,Inactive Investor,Jill Watson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jill_watson@vanguard.com,,Salesforce
11098524,Inactive Investor,Ignacio Gomez,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11200021,Inactive Investor,Morris Armstrong,Owner,Armstrong Financial Strategies,eamoe@armstrong-financial.com,,Salesforce
11056769,Inactive Investor,Kaleb Widmier,,J.P. Morgan Securities LLC Milwaukee WI 209 W Silver Spring Dr,kaleb.widmier@chase.com,,Salesforce
11010675,Inactive Investor,Shawn Dunn,,State Farm VP Management Corp. Bullard TX 151 Doctor M Roper Pkwy N,shawndunn@statefarm.com,,Salesforce
10885543,Inactive Investor,Ryan Hass,Co-President;Investment Advisor;Member;Regulatory Contact,"RF&L Wealth Management, LLC",,,Salesforce
9595192,,Sam Todd,,,samtodd1993@gmail.com,,List import
10789877,Inactive Investor,Mark Brown,Financial Advisor,LPL Financial LLC Denver CO 250 Fillmore St,mark.brown@lpl.com,,Salesforce
9564884,,Suresh & Charu joint DESAI,,,sd2878@yahoo.com,,List import
10487318,,Shawn Cantrell,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,shawn.cantrell@ubs.com,,List Import
10998603,Inactive Investor,Maria Bautista,,Cetera Advisors LLC Pleasant Hill CA 3478 Buskirk Ave,,,Salesforce
10909642,Inactive Investor,Farrah Stephan,,J.P. Morgan Securities LLC Racine WI 5815 21st St,farrah.j.stephan@chase.com,,Salesforce
10489819,,Prem Suhalka,,Eagle Strategies LLC Frisco TX 2600 Network Blvd,pksuhalka@ft.newyorklife.com,,List Import
11012261,Inactive Investor,Sandra Lloyd,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,sandra.lloyd@primerica.com,,Salesforce
10612814,,Gregory Hummer,Financial Advisor,,gregory.hummer@ampf.com,,List Import
10909925,Inactive Investor,Roland Gonzalez,,"Cambridge Investment Research, Inc. McAllen TX 1516 W Dove Ave",,,Salesforce
11075942,Inactive Investor,Reginald Maxfield,Chief Compliance Officer;Managing Partner;President,"Olympus Peaks Financial, LLC",tmaxfield@olympuspeaks.com,,Salesforce
11178081,Inactive Investor,George Currence,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9647511,,Scot Wilks,,,scot.wilks@fmr.com,,List import
9557343,,David Lamorte,,,dlcollegefind@gmail.com,,List import
10778548,Inactive Investor,Joseph Chase,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",joseph.chase@schwab.com,,Salesforce
11102287,Inactive Investor,Diane Rooney,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",diane.rooney@ml.com,,Salesforce
10955366,Inactive Investor,Kena Contractor,Investment Advisor Representative,"Equity Services, Inc. Chicago IL 1 N Franklin St",kcontractor@nationallife.com,,Salesforce
202162,,suhas chauha,,[Unknown],sachauhan@aol.com,,
10889199,Inactive Investor,Narind Sugrim,,J.P. Morgan Securities LLC Pennington NJ 795 Denow Rd,narind.sugrim@jpmorgan.com,,Salesforce
235062,, -,,[[Unknown]],48jerry48@gmail.com,,
9550609,,John Kuzmirek,,,jkuzmirek@polishfalcons.org,,List import
10778993,Inactive Investor,Joseph Gemmell,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,joseph.gemmell@morganstanley.com,,Salesforce
159885,,Paul DeRousseau,,[Unknown],pderousseau@protonmail.com,,
10925666,Inactive Investor,Robert Gump,,"Oak Tree Securities, Inc. Carpinteria CA 5320 Carpinteria Ave",rgump@oaktreesecurities.net,,Salesforce
9588053,,Angela Donato,,,donatoagent@gmail.com,,List import
9597265,,Awo Dikput,,,fnaticpro11@gmail.com,,List import
11035314,Inactive Investor,Milissa Perry,,LPL Financial LLC Osseo MN 11915 Elm Creek Blvd N,milissa.perry@lpl.com,,Salesforce
11193605,Inactive Investor,David Dassell,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",david.dassell@valic.com,,Salesforce
10862002,Inactive Investor,Deanna Hoyt,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",deanna.hoyt@raymondjames.com,,Salesforce
10921294,Inactive Investor,Daniel Bertuzzi,Associate Banker,Citigroup Global Markets Inc.,,,Salesforce
10789809,Inactive Investor,Charles Hawkins,Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,chawkins@rwbaird.com,,Salesforce
40348,,Taylor Kaleikau,,Thrivent Investment Management Inc.,taylor.kaleikau@thrivent.com,808-262-0070,
10472393,,Robert Boyk,,,bobbyzwurld@gmail.com,,Web Form Fillout
9608552,,Daniel Karin,,,dan_in_dallas@yahoo.com,,List import
10804732,Inactive Investor,Micaela Ornelas,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
185376,,Gokhan Koyu,,[Unknown],gokhankoyu11@gmail.com,,source
10909618,Inactive Investor,Michael Brin,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",michael.brin@truist.com,,Salesforce
9629885,,Josh Price,,,josh@meatmap.com,,List import
9556585,,Tram Tran,,,trantram2000@yahoo.com,,List import
9639213,,Ajit Singh,,,ajit@hfrrf.org,,List import
11123664,Inactive Investor,Sara Sadresfahani-Beck,Client Associate;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",sara.sadresfahani-beck@ml.com,,Salesforce
11195137,Inactive Investor,Steven Zurlis,Chief Compliance Officer;Executive Director;Partner,Astra Wealth Management Group,stevezurlis@astrawmg.com,,Salesforce
10765154,Inactive Investor,Troy Griepp,Managing Director,Morgan Stanley San Francisco CA 555 California St,troy.griepp@morganstanley.com,,Salesforce
11067619,Inactive Investor,Thomas Munshower,Client Associate,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",,,Salesforce
10843112,Inactive Investor,Michael Murray,Investment Executive,"Stifel Independent Advisors, LLC O Fallon MO 1073 E Terra Ln",murraym@stifelindependence.com,,Salesforce
10656906,,Michael Wirtz,,,michael.wirtz@morganstanley.com,,List Import
11183244,Inactive Investor,Matthew Roffers,Wealth Management Banker,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",,,Salesforce
10761560,Inactive Investor,Alexander Gorman,Financial Advisor;Financial Planning Specialist;Senior Vice President;Vice President,Morgan Stanley New York NY 1 Penn Plz,alexander.gorman@morganstanley.com,,Salesforce
10964059,Inactive Investor,George Karolis,,Presidio Merchant Partners LLC Peachtree Corners GA 3930 E Jones Bridge Rd,gkarolis@thepresidiogroup.com,,Salesforce
235310,, -,,[[Unknown]],krains69@aol.com,,
10938130,Inactive Investor,Scott Stalter,,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",scott.stalter@nm.com,,Salesforce
10971905,Inactive Investor,Jess Carr,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",jess.carr@schwab.com,,Salesforce
11031806,Inactive Investor,William Mitchell,,"Raymond James Financial Services, Inc. Peoria IL 6699 N Sheridan Rd",,,Salesforce
10987262,Inactive Investor,Innis Glover,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",innis.glover@frostbank.com,,Salesforce
368179,,Antwain Jroberson,CFO,,antwainjroberson@gmail.com,6198385780,Webinar
10821531,Inactive Investor,Janet Ross,,GWN Securities Inc. Orchard Park NY Private Residence,jross@gwnsecurities.com,,Salesforce
11190937,Inactive Investor,Sharon Herman,Investment Advisor Representative,"Independent Advisor Alliance, LLC Dunedin FL Private Residence",,,Salesforce
352752,,Laura Eichman,Benefits Consultant,Oaktree Advisors Llc,leichman@pksinvest.com,610-882-5670,Manual List Upload
10814504,Inactive Investor,Dwayne Clendaniel,Financial Advisor,LPL Financial LLC Charlotte NC 7422 Carmel Executive Park Dr,dwayne.clendaniel@lpl.com,,Salesforce
9613090,,Yu-Chen Lin,,,yuchen.lin@ubs.com,,List import
11232589,Inactive Investor,Jonathan Plaster,,"Empower Financial Services, Inc",jonathan.plaster@empower.com,,Salesforce
11181682,Inactive Investor,Richard Van Epps,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,richard.vanepps@fidelity.com,,Salesforce
11111668,Inactive Investor,Becky Groves,,"Moloney Securities Co., Inc.",,,Salesforce
10819782,Inactive Investor,Jonathon Marosi,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",jonathon.marosi@wellsfargoadvisors.com,,Salesforce
10762582,Inactive Investor,Kevin Frye,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",kevin_frye@ml.com,,Salesforce
10887257,Inactive Investor,Jessica McNamee,Wealth Management Advisor,LPL Financial LLC Bellefontaine OH Private Residence,jessica.mcnamee@lpl.com,,Salesforce
11232252,Inactive Investor,Carmelita Fuentes,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,cfuentes@primerica.com,,Salesforce
10836224,Inactive Investor,Nicholas Tibaldi,,"Raymond James Financial Services, Inc. Willoughby OH 36 Public Sq",nicholas.tibaldi@raymondjames.com,,Salesforce
10824250,Inactive Investor,Andrew Chambers,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley Peoria IL 401 Main St,andrew.j.chambers@morganstanley.com,,Salesforce
107412,,Marcin Rzetecki,Lead Blockchain & Consultant at Espeo,Espeo Software,marcin.rzetecki@espeo.eu,,
11129832,Inactive Investor,Edward Landau,Financial Advisor,"Ameriprise Financial Services, LLC Florham Park NJ 25A Hanover Rd",edward.w.landau@ampf.com,,Salesforce
8539852,,rihan gour,,,gourrihan395@gmail.com,,Web form fillout
11086391,Inactive Investor,Andrew Nassif,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
9566418,,Scott Shames,,,sshames@nationalsecurities.com,,List import
11023351,Inactive Investor,Reed Preston,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,rpreston.jr@primerica.com,,Salesforce
11205667,Inactive Investor,Peter Robertiello,Partner,"Wells Fargo Advisors Financial Network, LLC Parsippany NJ 90 E Halsey Rd",p.robertiello@wellsfargoadvisors.com,,Salesforce
10851751,Inactive Investor,William Murphree,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,william.murphree@fidelity.com,,Salesforce
10800450,Inactive Investor,Sue Badgett,Branch Manager;Senior Vice President,Robert W. Baird & Co. Incorporated Clarksville TN 212 Madison St,sbadgett@rwbaird.com,,Salesforce
11202227,Inactive Investor,Sotirios Keros,Chief Compliance Officer;Managing Member;Owner,"STKeros Financial Planning, LLC",sotirios@stkplanning.com,,Salesforce
10523724,,Scott Johnson,,,scottjohnsonmarketing@gmail.com,,Web Form Fillout
11101524,Inactive Investor,David Young,,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",david.young@raymondjames.com,,Salesforce
232218,, -,,[[Unknown]],37332898@qq.com,,Organic Search
10613324,,David Coleman,"Financial Advisor, Senior Vice President - Wealth Management",,david.s.coleman@ubs.com,,List Import
11154756,Inactive Investor,Patrick Mongin,,"Harbour Investments, Inc. Green Bay WI 2301 Riverside Dr",,,Salesforce
9629322,,Rob Erwin,,,rerwin@omsoft.com,,List import
10818389,Inactive Investor,Robert Holaday,,Infinity Financial Services El Cajon CA 1010 Pioneer Way,,,Salesforce
11082240,Inactive Investor,Matthew Nicolaides,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,matthew.nicolaides@fidelity.com,,Salesforce
10647713,,Marc Kessler,,,marc.kessler@benjaminfedwards.com,,List Import
10869899,Inactive Investor,Hal Rutledge,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,hal.rutledge@fmr.com,,Salesforce
10647130,,Timothy Cook,,,timcook@attcook.com,,List Import
352326,,Jon Cameron,Senior Municipal Advisor,Ehlers,jcameron@ehlers-inc.com,800-717-9742,Manual List Upload
23638,,Robert Wrobel,Chairman,AmalgaTrust,rwrobel@aboc.com,1-312-822-3000,Database Upload
229552,,Umnik -,,[[Unknown]],umniktech@gmail.com,,Direct
11177080,Inactive Investor,David Widell,,Cetera Advisor Networks LLC Jacksonville FL 8367 Baymeadows Way,widelld@ceteranetworks.com,,Salesforce
11183917,Inactive Investor,Lisa Dickholtz,Wealth Advisor,"Osaic Wealth, Inc. Carefree AZ 7301 E Sundance Trl",,,Salesforce
1004283,Inactive Investor,Vanessa Morgan,,Vanessa Morgan,vmorgan@mmainvestments.com,,3rd Party Lead Gen
11039366,Inactive Investor,John Ayers,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Providence RI 1 Financial Plz,john.ayers@morganstanley.com,,Salesforce
10866204,Inactive Investor,Daniel Leaman,,PFS Investments Inc. Pittsburgh PA 109 Dewalt Ave,daniel.leaman@primerica.com,,Salesforce
11135257,Inactive Investor,Sheik Sattaur,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
230790,, -,,[[Unknown]],karinpiotroski@gmail.com,,Organic Search
352729,,Jacob Fee,Financial Planning Specialist,Vector Wealth Management,jfee@vectorwealth.com,612-378-7560,Manual List Upload
10805920,Inactive Investor,Jonathan Greer,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",jonathan.greer@ml.com,,Salesforce
10998621,Inactive Investor,Wesley Hayford,,SECU Brokerage Services Wilmington NC 2721 Northchase Pkwy SE,wesley.hayford@ncsecu.org,,Salesforce
11044203,Inactive Investor,Todd Maddison,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10860373,Inactive Investor,Kristopher Sevcenko,Financial Advisor;Financial Planner,Davidson Wealth Management LLC,ksevcenko@davidsonwealthmgmt.com,,Salesforce
11040951,Inactive Investor,William Brown,Financial Advisor,Edward Jones Murfreesboro TN 2706 Old Fort Pkwy,,,Salesforce
10781660,Inactive Investor,Isaac Dayan,,Goldman Sachs & Co.,,,Salesforce
11122641,Inactive Investor,Ernest Repice,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",ernest.repice@equitable.com,,Salesforce
4558163,,ry yanas,,,bavaf74173@ilusale.com,,Web Form Fillout
11020707,Inactive Investor,Fran Scharf,Financial Advisor,"Raymond James & Associates, Inc. Westport CT 285 Riverside Ave",fran.scharf@raymondjames.com,,Salesforce
10874985,Inactive Investor,Timothy Weaton,Financial Consultant,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",timothy.weaton@equitable.com,,Salesforce
9608592,,Baek Siin,,,bsi05067@gmail.com,,List import
11071778,Inactive Investor,Brian Smith,,"Citizens Securities, Inc. Quincy MA 1200 Hancock St",brian.smith@citizensbank.com,,Salesforce
10908599,Inactive Investor,Brian Collins,Chief Compliance Officer;President,Collins Advisors,,,Salesforce
11105554,Inactive Investor,Timothy Kowalski,,"Raymond James & Associates, Inc. Southfield MI 25900 Telegraph Rd",timothy.kowalski@raymondjames.com,,Salesforce
11208464,Inactive Investor,Peter Burbank,Partner,"Wells Fargo Advisors Financial Network, LLC Wellesley Hills MA 60 William St",peter.burbank2@wellsfargoadvisors.com,,Salesforce
10837084,Inactive Investor,Stanley Gordon,,"Concourse Financial Group Securities, Inc. Vilonia AR 1135 Main St",stanley.gordon@concoursefinancial.com,,Salesforce
10858807,Inactive Investor,Scott Gibson,,"Wells Fargo Advisors Financial Network, LLC Charlottesville VA 314 E Water St",scott.gibson@wfafinet.com,,Salesforce
11041629,Inactive Investor,Dan Hayley,,Cetera Advisors LLC Broken Arrow OK 3101 N Hemlock Cir,,,Salesforce
10989653,Inactive Investor,Santiago Escallon,,Morgan Stanley Orlando FL 201 E Pine St,santiago.escallon@morganstanley.com,,Salesforce
10790089,Inactive Investor,Mindy Kyzer,Financial Advisor,Edward Jones Lexington SC 109 Old Rapids Rd,mindy.kyzer@edwardjones.com,,Salesforce
10891754,Inactive Investor,Joey Tyson,,NYLIFE Securities LLC Wadesboro NC 118 E Wade St,jktyson@ft.newyorklife.com,,Salesforce
10862777,Inactive Investor,Scott Johnson,Chief Compliance Officer;Managing Member;Partner;Senior Financial Planner,"DecisionPoint Financial, LLC",scott@dpplanners.com,,Salesforce
11162491,Inactive Investor,Sandra Duley,Financial Advisor,Edward Jones Plymouth MI Private Residence,sandy.duley@edwardjones.com,,Salesforce
11125116,Inactive Investor,Joy Stenger,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,joy.stenger@edwardjones.com,,Salesforce
11161106,Inactive Investor,James Collins,,MissionSquare Investment Services,jcollins@icmarc.org,,Salesforce
11189609,Inactive Investor,James Aldendifer,,"Raymond James Financial Services, Inc. Plano TX 2500 Dallas Pkwy",james.aldendifer@raymondjames.com,,Salesforce
11144342,Inactive Investor,Ma Lar,Financial Advisor,PNC Investments Plano TX 108 S Murphy Rd,,,Salesforce
352879,,Alberto Mu?oz Se?a,Socio gerente,K&A G�NIE INGENIERIA,amsalenit22@gmail.com,,Event
10937296,Inactive Investor,Ahmed Namoury,,"Equitable Advisors, LLC Dana Point CA 32722 Camaron",ahmed.namoury@equitable.com,,Salesforce
10895096,Inactive Investor,Ryan Herbin,Financial Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,ryan.herbin@pnc.com,,Salesforce
11106301,Inactive Investor,Golikai Sreenath,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",,,Salesforce
11169355,Inactive Investor,Mark Sutain,Client Service Associate,Morgan Stanley Boca Raton FL 595 S Federal Hwy,mark.sutain.jr@morganstanley.com,,Salesforce
9614880,,Iris Maczura,,,irismaczura@yahoo.com,,List import
9562933,,Richard Kruse,,,elwynkruse444@yahoo.com,,List import
11076407,Inactive Investor,Peter Zonino,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9579130,,alvin payus,,,alvin_onizuka@yahoo.com,,List import
11172892,Inactive Investor,Jennifer Williams,,Commonwealth Financial Network Fresno CA 1350 E Spruce Ave,jwilliams@commonwealth.com,,Salesforce
10826258,Inactive Investor,Jeremy Lathrop,Private Client Financial Advisor,"Citizens Securities, Inc. Goffstown NH 11 Church St",jeremy.m.lathrop@citizenssecurities.com,,Salesforce
11131696,Inactive Investor,John Malcolm,,GWN Securities Inc. Chatham NJ Private Residence,jmalcolm@gwnsecurities.com,,Salesforce
10646859,,Timothy Gomez,,,timothy.gomez@lpl.com,,List Import
10899604,Inactive Investor,Aldo Severson,Senior Client Service Associate,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,aldo.severson@jpmorgan.com,,Salesforce
9598628,,Eric Nikssarian,,,enikssarian@epwealth.com,,List import
11083550,Inactive Investor,Yuli Ramirez,,J.P. Morgan Securities LLC Spring TX 8855 Spring Cypress Rd,yuli.ramirez@jpmorgan.com,,Salesforce
348010,,Theo Zhang,Associate,Leeds Equity Partners,theo.zhang@leedsequity.com,212-835-2000,Manual List Upload
11193458,Inactive Investor,Ryan Nugent,Director;Vice President - Investments,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",ryan.nugent@raymondjames.com,,Salesforce
9545531,,brian ladin,,,brianladin@yahoo.com,,List import
11218997,,Rebecca Sterling,,,rebecca.sterling@ubs.com,,Other
208964,,HUYETTE SPRING,"PRINCIPAL, PRODUCT MANAGEMENT",BNY MELLON,huyette.spring@bnymellon.com,2128152542,Organic Search
10911445,Inactive Investor,Rachel Stahl,Financial Advisor,"Ameriprise Financial Services, LLC Akron OH 972 E Turkeyfoot Lake Rd",rachel.stahl@ampf.com,,Salesforce
11094130,Inactive Investor,Mark Schlueter,Wealth Advisor,Thrivent Investment Management Inc. Sioux Falls SD 3901 W Technology Cir,mark.schlueter@thrivent.com,,Salesforce
11180997,Inactive Investor,Philip Beethoven-Wilson,,"Cambridge Investment Research, Inc. Henrico VA 2550 Gaskins Rd",,,Salesforce
11180088,Inactive Investor,Jenny Paradis,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Colorado Springs CO 5555 Erindale Dr,jenny.paradis@lpl.com,,Salesforce
11170131,Inactive Investor,Denise Absher,,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",denise.absher@wellsfargo.com,,Salesforce
10877459,Inactive Investor,Ryan Knoll,Financial Advisor,"Ameriprise Financial Services, LLC Sewickley PA 2100 Georgetown Dr",ryan.knoll@ampf.com,,Salesforce
207971,,Michael Tedesco,,Morgan Stanley,michael.tedesco@morganstanley.com,(858) 643-5061,
11228814,Inactive Investor,Henrietta Farley,,BNY Mellon Securities Corporation New York NY 200 Park Ave,,,Salesforce
10780370,Inactive Investor,John Newman,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,john.newman@fidelity.com,,Salesforce
10760504,Inactive Investor,Paula Arrojo,,Goldman Sachs & Co.,paula.arrojo@gs.com,,Salesforce
11100149,Inactive Investor,Melissa Cannizzaro,,"Cambridge Investment Research, Inc. Paramus NJ 12 N State RT 17",,,Salesforce
11049510,Inactive Investor,Kia Streater,Financial Advisor,"Wells Fargo Clearing Services, LLC High Point NC 1725 N Main St",kia.noble@wellsfargoadvisors.com,,Salesforce
11255483,Inactive Investor,Chris Brefeld,Advisor,"Trajan Wealth, L.L.C. Tampa FL 4830 W Kennedy Blvd",chris.brefeld@trajanwealth.com,,Salesforce
11129543,Inactive Investor,Zachary Boeving,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
4879040,,Raquella Pricillia,,,pricillia321@gmail.com,2406811161,Web Form Fillout
10794879,Inactive Investor,Diana Nott,,Deutsche Bank Securities Inc.,,,Salesforce
10959368,Inactive Investor,John Harezlak,,"Harbour Investments, Inc. Loves Park IL 4001 N Perryville Rd",,,Salesforce
10487467,,Ross Morgan,,"Cambridge Investment Research Advisors, Inc.",rachel.morgan@sbcglobal.net,,List Import
10879870,Inactive Investor,Dawn Buczko,,Cetera Investment Services LLC Beaver PA 747 Corporation St,dawn.buczko@ceterais.com,,Salesforce
10986268,Inactive Investor,Darcus Breneman,,"Osaic Institutions, Inc. Winchester VA 1835 Valley Ave",,,Salesforce
11207610,Inactive Investor,Michael George,Chief Compliance Officer;Investment Advisor,George Financial Services,michael@georgefinancialservices.com,,Salesforce
10975569,Inactive Investor,Landon Mcallister,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10976849,Inactive Investor,Hannah Ziegler,,Fidelity Brokerage Services LLC,hannah.ziegler@fmr.com,,Salesforce
11230010,Inactive Investor,Charles Kaufman,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,cakaufman@ft.newyorklife.com,,Salesforce
11212462,Inactive Investor,Francis Parson,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,francis.parson@jpmorgan.com,,Salesforce
10929313,Inactive Investor,Mitchell Arner,,"Cambridge Investment Research, Inc. Saginaw MI 3570 Fortune Blvd",,,Salesforce
10969143,Inactive Investor,Katie Stephan,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10971573,Inactive Investor,Kristy Park,,Key Investment Services LLC,kristy.park@key.com,,Salesforce
10825985,Inactive Investor,Drewe Robinson,,LPL Financial LLC Saginaw MI 7763 Gratiot Rd,drewe.robinson@lpl.com,,Salesforce
237468,, -,,[[Unknown]],1unicon95@gmail.com,,Organic Search
10797975,Inactive Investor,Anthony Dacruz,Managing Director - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,anthony.dacruz@morganstanley.com,,Salesforce
346334,,Mansoor Zakaria,"Member, Manager",New Vernon Wealth Management Llc,mzakaria@nv-wm.com,847-926-5700,Manual List Upload
10777929,Inactive Investor,Christopher Andrews,Executive Director;Wealth Partner,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,christopher.andrews@jpmorgan.com,,Salesforce
9562687,,Dounia Agharbi,,,dounia.agharbi@consensys.net,,List import
10808179,Inactive Investor,James Macpherson,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",jamesmacpherson@northwesternmutual.com,,Salesforce
10644970,,John Doell,,,doell.john@ntrs.com,,List Import
11074388,Inactive Investor,Michael Abeshaus,Advisor;Shareholder,"TCI Wealth Advisors, Inc. Flagstaff AZ 150 W Dale Ave",mickey.abeshaus@tciwealth.com,,Salesforce
10852121,Inactive Investor,Macario Ruano,,"Transamerica Financial Advisors, Inc Oxnard CA 1801 Solar Dr",macario.ruano@tfaconnect.com,,Salesforce
10891472,Inactive Investor,Tamara Julien,Financial Advisor,LPL Financial LLC Loveland CO 2903 Aspen Dr,tamara.julien@lpl.com,,Salesforce
215446,,John Tang,,[Unknown],jt@sperofund.com,,source
147241,,Edward Soltys,,[Unknown],soltysfamily@verizon.net,,Organic Search
10858834,Inactive Investor,William Hawkins,,Sigma Financial Corporation Winchester IN 120 N Main St,whawkins@sigmarep.com,,Salesforce
11053347,Inactive Investor,Vuk Bulajic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",vuk.bulajic@ml.com,,Salesforce
10779152,Inactive Investor,Jeffrey Thomas,,"Raymond James Financial Services, Inc. Dallas TX 15150 Preston Rd",jeff.thomas@raymondjames.com,,Salesforce
10905242,Inactive Investor,Ronald Trahan,,Edward Jones Turner ME 7 Cobblestone Dr,ronald.trahan@edwardjones.com,,Salesforce
11129506,Inactive Investor,Eric Price,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10839345,Inactive Investor,Antonio Suarez-Borelli,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
11028671,Inactive Investor,William Moran,,Citigroup Global Markets Inc.,william.moran@citigroup.com,,Salesforce
11054079,Inactive Investor,James Shields,Head - Private Funds;Portfolio Manager;Secretary,Towle & Co,james@towleco.com,,Salesforce
10785974,Inactive Investor,Angela King,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",angela.king@tiaa-cref.org,,Salesforce
9562006,,Azad Esmail,,,azadesmail@aol.com,,List import
10980278,Inactive Investor,Brenna Race,Senior Team Manager,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",brenna.race@schwab.com,,Salesforce
9613498,,Paul Edwards,,,dtchimou@capriafrica.com,,List import
10895735,Inactive Investor,Peter Vanetten,Regional Leader,PFS Investments Inc. Middletown NY 19 Dewitt St,peter.vanetten@primerica.com,,Salesforce
10903033,Inactive Investor,Frederick Atiyeh,,LPL Financial LLC Milan MI 36 W Michigan Ave,frederick.atiyeh@lpl.com,,Salesforce
11047801,Inactive Investor,Todd Mccarthy,,"TastyTrade, Inc. Chicago IL 1000 W Fulton Market",,,Salesforce
10662037,,Shelby Pruett,,,spruett@capri-egm.com,,List Import
9564734,,Heather Perlmutter,,,hjp@tocqueville.com,,List import
9640614,,Minsu Park,,,mizepark@gmail.com,,List import
11191453,Inactive Investor,Eric White,Financial Advisor,"Independent Advisor Alliance, LLC Sussex WI W248N5233 Executive Dr",eric@independentadvisoralliance.com,,Salesforce
10612705,,Jerome Williams,"Financial Advisor, Financial Planner, Financial Services Representative, Investment Advisor Representative",,jerry93us@yahoo.com,,List Import
10881652,Inactive Investor,Kevin Halifax,First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Sarasota FL 6076 N Lockwood Ridge Rd",kevin.halifax@wellsfargo.com,,Salesforce
10990272,Inactive Investor,Carl Runnels,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",carl.runnels@nm.com,,Salesforce
10955823,Inactive Investor,Paul Loffarelli,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,paul_loffarelli@vanguard.com,,Salesforce
10983007,Inactive Investor,Zachary Wolfson,Chief Compliance Officer;Managing Member;Owner,"Wolfson Private Wealth, LLC",,,Salesforce
10996752,Inactive Investor,Keith Watkins,,"Osaic Wealth, Inc. W. Winfield NY Private Residence",,,Salesforce
10814843,Inactive Investor,Timothy Roach,Personal Banker,"Wells Fargo Clearing Services, LLC Gilbert AZ 1495 E Warner Rd",,,Salesforce
10658468,,Courtney Lach,,,courtney.lach@benjaminfedwards.com,,List Import
9608853,,Eduard Brodsky,,,bestdoggroom@gmail.com,,List import
2910223,,Mo Salauddin,,,salauddinmd80348@gmail.com,,
10967943,Inactive Investor,Zachary Southcott,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11167856,Inactive Investor,Alan Witt,,"CUSO Financial Services, L.P. Newport News VA 12891 Jefferson Ave",,,Salesforce
10874156,Inactive Investor,Thomas Loper,Wealth Advisor,"Cornerstone Wealth Management, LLC Tulsa OK 2738 E 51st St",,,Salesforce
9558528,,Justin Bae,,,justinjbae11@gmail.com,,List import
9554937,,Shawna Theriault,,,stheriault@henssler.com,,
11199382,Inactive Investor,Richard Effress,Chief Investment Officer;Managing Partner;Regulatory Contact,"CoastEdge Partners, LLC",rich@coastedge.com,,Salesforce
11156322,Inactive Investor,Louis Czerwinski,,Purshe Kaplan Sterling Investments Southington CT Private Residence,lczerwinski@pksinvest.com,,Salesforce
10924391,Inactive Investor,Robert Shannon,,LPL Financial LLC King William VA Private Residence,,,Salesforce
10853290,Inactive Investor,Steven Cook,,PFG Advisors,,,Salesforce
11026437,Inactive Investor,Thomas Mead,Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,,,Salesforce
10826049,Inactive Investor,David Penn,,"Raymond James Financial Services, Inc. Brea CA 3 Pointe Dr",dave.penn@raymondjames.com,,Salesforce
11058391,Inactive Investor,Zia Memon,,Deutsche Bank Securities Inc.,zia@deutschewealth.com,,Salesforce
10866812,Inactive Investor,Anthony Ivener,,"The Leaders Group, Inc.",anthony.ivener@leadersgroup.net,,Salesforce
10753915,Inactive Investor,John Abiuso,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",jack.abiuso@wellsfargoadvisors.com,,Salesforce
10774559,Inactive Investor,Eileen Russo,Financial Advisor;Financial Planning Specialist;Senior Vice President;Workplace Advisor,Morgan Stanley Shrewsbury NJ 1030 Broad St,eileen.russo@morganstanley.com,,Salesforce
10979478,Inactive Investor,Patrick Durbin,Director,Edelman Financial Engines Ellicott City MD 6031 University Blvd,pdurbin@edelmanfinancialengines.com,,Salesforce
72809,,Diana Dominguez,"Senior Financial Officer, Treasurer",USAA Investment Services Company,diana.dominguez@usaa.com,210-498-0226,
10831019,Inactive Investor,Jeffrey Parsons,Registered Principal,"Cambridge Investment Research, Inc. Concord NH 24 S State St",jeff@parsonsfinancial.org,603-224-9906,Salesforce
11204100,Inactive Investor,Lyle Remington,Member,"Oregon Financial Products & Services, LLC",,,Salesforce
11048083,Inactive Investor,Stacey Hoffman,Relationship Director,"OneAmerica Securities, Inc. Leawood KS Private Residence",stacey.hoffman@oneamerica.com,,Salesforce
11017317,Inactive Investor,Brittney-Louise Bell,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",brittney.bell@ml.com,,Salesforce
10784029,Inactive Investor,Lynette Fast,,"Stifel, Nicolaus & Company, Incorporated Richmond VA 1021 E Cary St",fastl@stifel.com,,Salesforce
9608436,,MaryRose Cleere,,,amaryrosecleere@gmail.com,,List import
11156876,Inactive Investor,Jessica Arias,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jessica_arias@vanguard.com,,Salesforce
11179659,Inactive Investor,Brian Amster,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",brian.amster@rbc.com,,Salesforce
11038977,Inactive Investor,Paul Robertson,Partner;Senior Financial Advisor,"Edge Capital Group, LLC",probertson@edgecappartners.com,,Salesforce
11055145,Inactive Investor,Donald Dormeier,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Fort Wayne IN 10431 Illinois Rd",ddormeier@kingsview.com,,Salesforce
10777293,Inactive Investor,Daniel Richardson,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,daniel.richardson@morganstanley.com,,Salesforce
10981539,Inactive Investor,David Hunter,,"Osaic Wealth, Inc. Bismarck ND 4023 State St",,,Salesforce
11050305,Inactive Investor,Eric Franklin,Co-Founder;Managing Principal,"Prospero Wealth, LLC",eric@prosperowealth.com,,Salesforce
10487875,,Braden Howell,Associate Wealth Advisor,"Raymond James Financial Services Advisors, Inc",braden73@hotmail.com,,List Import
10908109,Inactive Investor,Frederick Veeder,,NYLIFE Securities LLC Aiken SC Private Residence,fveeder@ft.newyorklife.com,,Salesforce
10962189,Inactive Investor,Christopher Toler,,"Lion Street Financial, LLC Gallipolis OH 1564 State Rte 160",ctoler@lionstreet.com,,Salesforce
9643606,,Bob Porter,,,bob@sharpergraphics.com,,List import
11017430,Inactive Investor,Eric Sommers,Wealth Manager,LPL Financial LLC Davenport IA 5153 Utica Ridge Rd,eric.sommers@lpl.com,,Salesforce
10510095,,Darren Taube,Principal,GTS Securities,dtaube@gtsmischler.com,,List Import
10811179,Inactive Investor,John Woodhead,,"Alliant Securities, Inc. Turner, Nord, Kienbaum",john@alliantsecurities.com,,Salesforce
10975888,Inactive Investor,Robert Hansen,Financial Advisor;Private Banker,"FSB Premier Wealth Management, Inc.",bhansen@fsbfs.com,,Salesforce
4916711,,Manwela Angela,,,oliviana@gmail.com,,Web Form Fillout
341974,,David Lack,"Managing Partner, Member",Tritium Partners,dlack@tritiumpartners.com,512-493-4100,Manual List Upload
371389,,Steven Montplaisir,,[Unknown],stevemont64@hotmail.com,,Salesforce
11000692,Inactive Investor,Mark McBride,,State Farm VP Management Corp. Belton MO 708 E North Ave,mark.mcbride.rxor@statefarm.com,,Salesforce
11142159,Inactive Investor,Lesley Sy,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",lesley_sy@ml.com,,Salesforce
11180721,Inactive Investor,Kenneth Drake,,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,kenneth.drake@ubs.com,,Salesforce
10871745,Inactive Investor,Mary Susan Van Bergen,Wealth Advisor,"The Colony Group, LLC Boca Raton FL 5100 Town Center Cir",,,Salesforce
11094647,Inactive Investor,Paul McLemore,,HFG Advisors Aurora CO 4411 S Abilene Cir,,,Salesforce
10927154,Inactive Investor,Richard Rodd,,"J.W. Cole Financial, Inc. Grand Junction CO 289 Chinle Ct",rick.rodd@jwcemail.com,,Salesforce
10856848,Inactive Investor,Thomas Barko,,Stonex Securities Inc. Fairhope AL 22787 US Hwy 98,thomas.barko@saswealth.com,,Salesforce
372605,,Azsxdc Bandara,,Sri Lanka,tharindudimethra@gmail.com,,Salesforce
10798391,Inactive Investor,Cole Turley,,"Allstate Financial Services, LLC Billings MT 19 36th St W",cturley@allstate.com,,Salesforce
11037019,Inactive Investor,Cary Daly,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",cary.daly@truist.com,,Salesforce
11133701,Inactive Investor,Carletta Sisson,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,carletta.sisson@primerica.com,,Salesforce
371931,,Jizhou Yang,,China,joe@hoored.net,,Salesforce
10876266,Inactive Investor,Robert Hollo,Financial Advisor,Edward Jones Abingdon VA 293 W Main St,robert.hollo@edwardjones.com,,Salesforce
9571036,,darshan jesrani,,,dmjesrani@gmail.com,,List import
10986059,Inactive Investor,Sean Gelt,Chief Compliance Officer,"Hafnia Financial, Inc.",sean@hafniafin.com,,Salesforce
11152942,Inactive Investor,William Willes,Financial Consultant,LPL Financial LLC Covington LA Private Residence,william.willes@lpl.com,,Salesforce
10900497,Inactive Investor,Charles Reyes,,"Charles Schwab & Co., Inc. Jersey City NJ 525 Washington Blvd",,,Salesforce
10921936,Inactive Investor,Dawn Talmadge,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,dawn.talmadge@primerica.com,,Salesforce
9609469,,Rob Fr,,,rfpresents@yahoo.com,,List import
9542709,,Jeffery Buabeng-yeboah,,,jeffyeboah51@gmail.com,,List import
10779635,Inactive Investor,Rod Loewenthal,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,rod.loewenthal@ubs.com,,Salesforce
10832119,Inactive Investor,Matthew Cunningham,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 4750 Venture Dr",matthew.s.cunningham@ampf.com,,Salesforce
10927033,Inactive Investor,R Flowers,,"Osaic Wealth, Inc. Fairmont WV 407 6th St",,,Salesforce
10918197,Inactive Investor,Charles Kassatly,,Cetera Investment Services LLC Merrick NY 31 Merrick Ave,charles.kassatly@ceterais.com,,Salesforce
10775490,Inactive Investor,Scott Young,Financial Advisor;Vice President,Morgan Stanley Fresno CA 5250 N Palm Ave,scott.p.young@morganstanley.com,,Salesforce
9633615,,Christopher Cooke,,,mech.secure@protonmail.ch,,List import
221546,,Sharon Lam,,[Unknown],sharonlam8688@gmail.com,,Direct
10892286,Inactive Investor,Jenny Lin,Private Client Investment Associate,J.P. Morgan Securities LLC Houston TX 6560 Fannin St,jenny.c.lin@jpmorgan.com,,Salesforce
11186114,Inactive Investor,Jeffrey Andra,Financial Advisor,Edward Jones Riverside MO 5015 NW Canal St,jeff.andra@edwardjones.com,,Salesforce
346788,,Annette Sotelo,Executive Assistant,"Intercontinental Wealth Advisors, Llc",asotelo@intercontl.com,210-271-7947,Manual List Upload
9584545,,Michael Sluhan,,,mike@genexstl.com,,List import
10896321,Inactive Investor,Lindsay Landin,Director - Business Development,"Hornor, Townsend & Kent, LLC Addison TX 15851 Dallas Pkwy",llandin@htk.com,,Salesforce
10925849,Inactive Investor,Richard Loud,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10955271,Inactive Investor,Paige Dickerson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10991222,Inactive Investor,Christine Simek,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",christine.simek@prudential.com,,Salesforce
11202458,Inactive Investor,Kyle Martin,Advisor;Chief Compliance Officer,Kapela San Antonio TX 4040 Broadway,kyle@oasisadvisers.com,,Salesforce
9550531,,Bill -,,,billxing94@gmail.com,,List import
10845158,Inactive Investor,Ross Wolf,Chief Compliance Officer;President,Pacific Financial Advisors,ross@pacificfa.com,,Salesforce
11024059,Inactive Investor,Kevin Logan,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,klogan@lincolninvestment.com,,Salesforce
11174825,Inactive Investor,Andrea Andric,,Deutsche Bank Securities Inc.,,,Salesforce
10646815,,Jesse Neerdaels,,,jneerdaels@thornburg.com,,List Import
10922947,Inactive Investor,Stephen Chambers,Investment Advisor Representative,"Linch Financial, LLC Frisco TX 4760 Preston Rd",steve@linchfinancial.com,,Salesforce
11118001,Inactive Investor,Steven Parolini,Associate Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 5500 Corporate Dr",steven.j.parolini@ampf.com,,Salesforce
11108116,Inactive Investor,Kristina Jensen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
9633383,,Shashikanth Shetty,,,pratham.media@yahoo.com,,List import
370703,,Lorcan Lucey,,United States,lorcan@luceymortgage.net,,Salesforce
10973267,Inactive Investor,Andrew Morton,,Cetera Investment Services LLC Lexington NC 23 W Center St,,,Salesforce
9557522,,Ryan Buszka,,,ryanabuszka@gmail.com,,List import
11149340,Inactive Investor,Sharon Combs,,NYLIFE Securities LLC Lake Mary FL 610 Crescent Executive Ct,skcombs@ft.newyorklife.com,,Salesforce
11234642,Inactive Investor,John Cernero,,"Valley Financial Management, Inc.",,,Salesforce
9559832,,?? ?,,,heroych@naver.com,,List import
10789421,Inactive Investor,John Cafone,,J.P. Morgan Securities LLC Northport NY 54 Main St,john.m.cafone@jpmorgan.com,,Salesforce
39688,,Kevin Fetzer,"Business Development Associate, Consultant Relations, Partner",William Blair,kfetzer@williamblair.com,312-364-8863,
11193750,Inactive Investor,Vincent Bartolotta,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,vincent.bartolotta@gs.com,,Salesforce
11042821,Inactive Investor,Aaron Krasney,Wealth Advisor,"Abundance Wealth Counselors, LLC",akrasney@abundancellc.com,,Salesforce
11185271,Inactive Investor,David Tarrio,,"Wells Fargo Clearing Services, LLC New York NY 150 E 42nd St",,,Salesforce
11145184,Inactive Investor,Charles Johnson,Equity Plan Specialist;Executive Director;Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Oakland CA 1999 Harrison St,mort.johnson@morganstanley.com,,Salesforce
10927328,Inactive Investor,Nathaniel Clements,Vice President,J.P. Morgan Securities LLC Delaware OH 61 N Sandusky St,nathaniel.clements@jpmorgan.com,,Salesforce
10898850,Inactive Investor,Brendan Gallagher,Senior Wealth Advisor,LPL Financial LLC Pittsburgh PA 1580 McLaughlin Run Rd,brendan.p.gallagher@lpl.com,,Salesforce
10619972,,Douglas Regan,,,dregan@cressetcapital.com,,List Import
10967878,Inactive Investor,Jake Hammond,Financial Advisor,Edward Jones Bedford NH 166 S River Rd,,,Salesforce
9612414,,Samuel Scherman,,,sam@apslabsllc.com,,List import
10750122,Inactive Investor,Stephen Boush,,"The Investment Center, Inc. Panama City Calle Alberto Boyd",,,Salesforce
168821,,Josh Porter,,[Unknown],joshpstocks@gmail.com,,
11146202,Inactive Investor,James Richardson,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley Charlotte NC 13024 Ballantyne Corporate Pl,mike.richardson@morganstanley.com,,Salesforce
11000683,Inactive Investor,Brittany Weaver,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
9556672,,Troy Kuhn,,,troy.kuhn@thinkingbeyond.com,,List import
10606776,,Steven Shaw,Investment Manager,"Clear Harbor Asset Management, LLC",sshawedward@aol.com,212-867-7310,
10875977,Inactive Investor,Trevor Yee,Associate Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",trevor.yee@ampf.com,,Salesforce
9549660,,Johnathan Reyes,,,jreyes706@yahoo.com,,List import
10824335,Inactive Investor,James Chapman,Financial Consultant,"Equitable Advisors, LLC Birmingham AL 201 Office Park Dr",james.chapman@equitable.com,,Salesforce
9544766,,T.J. McConville,,,tmcconville@beckercap.com,,List import
11149640,Inactive Investor,Christopher Mckinley,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10773197,Inactive Investor,Jeffrey Sleeper,,NYLIFE Securities LLC Yarrow Point WA Private Residence,jsleeper@ft.newyorklife.com,,Salesforce
10894245,Inactive Investor,Gabriella Lundqvist,Wealth Advisor,"Golden State Wealth Management, LLC Granite Bay CA 5930 Granite Lake Dr",gabriella.lundqvist@goldenstatewm.com,,Salesforce
10939699,Inactive Investor,Joshua James,,Edward Jones Tulsa OK 3311 S Yale Ave,,,Salesforce
11066126,Inactive Investor,Randall Tepatti,,"Avantax Investment Services, Inc. Statesboro GA Private Residence",,,Salesforce
10823226,Inactive Investor,Samuel Abernathy,Financial Advisor,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",sam.abernathy@raymondjames.com,,Salesforce
9597363,,Jack Selber,,,jack@scottandselber.com,,List import
10871546,Inactive Investor,Joel Berg,,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,jberg@rwbaird.com,,Salesforce
10847697,Inactive Investor,Lawrence Wiswall,President,"TCS Financial Services, Inc.",jr@tcsfinancial.com,,Salesforce
11077939,Inactive Investor,Cheryl Gazso,,"Fifth Third Securities, Inc. Chardon OH 349 Center St",cheryl.gazso@53.com,,Salesforce
9565797,,Daniel Long,,,daniel.long@hdvest.net,,List import
9584231,,Shannon Day,,,dayshannon30@gmail.com,,List import
11210720,Inactive Investor,Laurie Moore,,The Huntington Investment Company Cadillac MI 103 N Mitchell St,laurie.moore@huntington.com,,Salesforce
10855146,Inactive Investor,Drasko Kovrlija,Chief Compliance Officer;President,"Kastel Capital Advisors, LLC",draskok@kastelcapital.com,,Salesforce
11143577,Inactive Investor,Donald Sorensen,Financial Advisor,Edward Jones Blair NE 1729 Washington St,don.sorensen@edwardjones.com,,Salesforce
11097822,Inactive Investor,Josephine Yang,,Cetera Investment Services LLC Bellevue WA 13238 NE 20th St,,,Salesforce
11076891,Inactive Investor,Chantee Hutchcraft,,Country Capital Management Company,chantee.hutchcraft@countryfinancial.com,,Salesforce
10804486,Inactive Investor,William Smith,Financial Advisor;Managing Director;Private Wealth Advisor;Wealth Advisor,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,bill.smith@ubs.com,,Salesforce
10789575,Inactive Investor,Andrew Bonjean,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Miramar Beach FL 625 Grand Blvd",andy.bonjean@wellsfargoadvisors.com,,Salesforce
10879461,Inactive Investor,Sean Touhey,Director;Investment Consultant,Canterbury Consulting Incorporated,stouhey@canterburyconsulting.com,,Salesforce
224866,,robin todd,,[Unknown],robin.todd@ludwigplus.com,,source
10854288,Inactive Investor,Adam Laaker,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,adam.laaker@fidelity.com,,Salesforce
9609977,,Nora Powers,,,nspow26@gmail.com,,List import
9571147,,Teresa Unick,,,tlunick@ftbadvisors.com,,List import
11078125,Inactive Investor,Luis Pineda,Financial Advisor,Edward Jones Katy TX 2721 FM 1463 Rd,luis.pineda@edwardjones.com,,Salesforce
218811,,Howard Schwartz,,[Unknown],hschwartz1@usf.edu,,Direct
11091695,Inactive Investor,Rueliza Palo,,J.P. Morgan Securities LLC Las Vegas NV 6920 Arroyo Crossing Pkwy,rueliza.a.palo@chase.com,,Salesforce
10797584,Inactive Investor,Ira Materetsky,Chief Compliance Officer;Financial Advisor;Principal,Materetsky Financial Group,,,Salesforce
11133954,Inactive Investor,Karla Taylor,Client Specialist,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,kvtaylor@rwbaird.com,,Salesforce
11130815,Inactive Investor,Amir Hossein Moshaee,Premier Banker;Vice President,LPL Financial LLC Phoenix AZ 4835 E Warner Rd,amir-hossein.moshaee@lpl.com,,Salesforce
11208009,Inactive Investor,James Fountain,,Kovack Securities Inc. Moultrie GA 15 5th St SE,jfountain@ksifa.com,,Salesforce
11162225,Inactive Investor,Brittany Miller,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",brittany.miller@firstcitizens.com,,Salesforce
9557811,,Juan Rodriguez,,,juanrodriguezprofessional@gmail.com,,List import
9632700,,Liz Storer,,,liz@storerfoundation.org,,List import
10890815,Inactive Investor,Kelsey Heimbigner,Private Client Investment Associate,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,kelsey.heimbigner@jpmorgan.com,,Salesforce
10817402,Inactive Investor,Julie Babcock,,Snowden Account Services LLC Pasadena CA 225 S Lake Ave,jbabcock@snowdenlane.com,,Salesforce
11159245,Inactive Investor,Eric Proszek,Vice President,The Huntington Investment Company Bay Village OH Private Residence,eric.proszek@huntington.com,,Salesforce
10993648,Inactive Investor,Mitchell Brown,,"Raymond James Financial Services, Inc. Elizabeth City NC 117 N Water St",mitchell.brown@raymondjames.com,,Salesforce
10802856,Inactive Investor,Corey Wilson,Financial Professional,LPL Financial LLC Fort Myers FL 12800 University Dr,corey.wilson@lpl.com,,Salesforce
10646352,,Katarzyna Zak-Szynakiewicz,,,kasia.zak@ampf.com,,List Import
370897,,dan zagorin,,[Unknown],dzagorin@aol.com,,news
9635881,,Michele Milewski,,,mmilewski@oldsecond.com,,List import
10972943,Inactive Investor,Mauri Ross,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,mauri.ross@primerica.com,,Salesforce
371255,,John Prue,,[Unknown],jlprue@aol.com,,Website
9616093,,Fank Sjaks,,,fcessa148@gmail.com,,List import
11146838,Inactive Investor,Paul Becht,Branch Manager,"Wells Fargo Advisors Financial Network, LLC West Bend WI 120 N Main St",paul.c.becht@wellsfargoadvisors.com,,Salesforce
11169056,Inactive Investor,Craig Copeland,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",craig.copeland@nm.com,,Salesforce
10659976,,Amy Kraynak,,,amy.wright@nb.com,,List Import
10866550,Inactive Investor,Shai Rikon,Financial Advisor,Edward Jones Littleton CO 9200 W Cross Dr,shai.rikon@edwardjones.com,,Salesforce
2090808,,Luis Alberto Onofre Cisneros,,,luisbeto9051@gmail.com,,
10837258,Inactive Investor,Rosemarie Laughter,,Commonwealth Financial Network Dalton GA 115 W King St,llaughter@commonwealth.com,,Salesforce
10807624,Inactive Investor,Richard Crosby,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wayzata MN 701 Lake St E",crosbyr@stifel.com,,Salesforce
10974232,Inactive Investor,Paul Melzer,,Country Capital Management Company Murphysboro IL 220 N 10th St,paul.melzer@countryfinancial.com,,Salesforce
10831613,Inactive Investor,Jean-Carlos Baez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
6426681,,DA pol,,,xowiy35951@chotunai.com,,Web Form Fillout
11062840,Inactive Investor,Barry Strickland,,"Raymond James Financial Services, Inc.",bert.strickland@raymondjames.com,,Salesforce
234051,, -,,[[Unknown]],aap_perez@yahoo.com,,Organic Search
198920,,Cato Stephen,,CatoCoins,tsminin@gmail.com,5307134568,Paid Search
11169220,Inactive Investor,Michael Knipe,Financial Advisor;Regional Director,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",mike.knipe@prudential.com,,Salesforce
10791383,Inactive Investor,Ryan Graves,Financial Advisor,"Wells Fargo Clearing Services, LLC Corvallis OR 2273 NW Professional Dr",ryan.graves@wellsfargoadvisors.com,,Salesforce
9600836,,John Heilman,,,john@mhandassociates.com,,List import
11023440,Inactive Investor,Michael Mulcahy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10894005,Inactive Investor,George Sechrist,,"Allstate Financial Services, LLC Littleton CO 5944 S Kipling Pkwy",georgesechrist@allstate.com,,Salesforce
9575763,,Lori Bogatz,,,lori.bogatz@securitiesamerica.com,,List import
11163607,Inactive Investor,Deann Cross,Chief Compliance Officer;Chief Operating Officer,Integrity Financial Corporation Bellevue WA 2620 Bellevue Way NE,dcross@integrity.financial,,Salesforce
11195865,Inactive Investor,Jason Colaiaco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9558324,,Marlin McNair,,,marlin.mcnair@suntrust.com,,List import
10789939,Inactive Investor,Carter Smith,Financial Advisor;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,carter.smith@morganstanley.com,,Salesforce
9613770,,Aaron Conne11r,,,aaronburner1@gmail.com,,List import
9579127,,ho tim wong,,,tim515520@hotmail.com,,List import
10646480,,John Nimock,,,john.nimock@ubs.com,,List Import
11012135,Inactive Investor,Mason Coffey,Financial Advisor,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",mason.coffey@equitable.com,,Salesforce
9610128,,vishnu kumar,,,vsk2111@columbia.edu,,List import
10781791,Inactive Investor,Constantina Lambrou,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10695807,,Roderick Carolan,,"Financial Focus Group, LLC",rcarolan@ffgus.com,,List Import
9569796,,No I Fong,,,hlfo718@hotmail.com,,List import
11123282,Inactive Investor,Jorge Thaureaux,,J.P. Morgan Securities LLC Rochester NY 1575 E Henrietta Rd,jorge.thaureaux@jpmorgan.com,,Salesforce
9635344,,Rueven Michelson,,,rmichelson@tninvestors.com,,List import
225532,,Ronald -,Director of Research,Craig Drill Capital Corporation,rmiterko@cdccorp.com,1-212-508-5706,Initial Salesforce Import
10995696,Inactive Investor,Christopher Martinez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10882613,Inactive Investor,Charlene Yonker,,LPL Financial LLC Lubbock TX Private Residence,charlene.yonker@lpl.com,,Salesforce
11030437,Inactive Investor,Andre Markusfeld,,"Stonebridge Financial Solutions, Inc",,,Salesforce
9563378,,john smith,,,rss11274@zwoho.com,,List import
10753357,Inactive Investor,Teresa Nash,,Cetera Advisors LLC Cincinnati OH 10250 Alliance Rd,teresa.nash@ceteraadvisors.com,,Salesforce
11146660,Inactive Investor,Kenneth Rozwodowski,,"Osaic Wealth, Inc. Miami FL 2937 SW 27th Ave",,,Salesforce
10997291,Inactive Investor,Stevie Williams,,"U.S. Bancorp Investments, Inc. Prairie Village KS 6940 Mission Rd",stevie.williams@usbank.com,,Salesforce
10758293,Inactive Investor,Allison Nelson,Officer;Registered Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC Eugene OR 975 Oak St",allison.nelson@wellsfargoadvisors.com,,Salesforce
11180355,Inactive Investor,Kenneth Ng,Compliance Testing Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ Private Residence",,,Salesforce
239745,,Charlie NA,,[Unknown],cabezon2099@gmail.com,,
9645738,,saf asf,,,hugovox@yahoo.com,,List import
11116397,Inactive Investor,Megan Justice,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,megan.justice@fidelity.com,,Salesforce
11148724,Inactive Investor,Mark Koo,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",mark.koo@tiaa.org,,Salesforce
11115803,Inactive Investor,Thomas Caruso,Financial Advisor,"Prospera Financial Services, Inc. McLean VA 1660 International Dr",thomas.caruso@prosperafinancial.com,,Salesforce
10995370,Inactive Investor,Sean Lynch,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,sean.lynch@jpmorgan.com,,Salesforce
10854528,Inactive Investor,Randall Cohen,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",randall.cohen@tiaa.org,,Salesforce
10769036,Inactive Investor,John Duane,Private Client Advisor;Senior Vice President,LPL Financial LLC Melville NY 538 Broadhollow Rd,john.duane@bofa.com,,Salesforce
9557275,,Paul Hatfield,,,paul.hatfield@cfdinvestments.com,,List import
10946930,Inactive Investor,Salvatore Lauri,Agency Manager;Financial Advisor;Registered Principal,"W&S Brokerage Services, Inc. Wayne PA 460 E Swedesford Rd",salvatore.lauri@wslife.com,,Salesforce
11130225,Inactive Investor,Scott Sorenson,,"First Heartland Capital, Inc. Oronoco MN Private Residence",ssorenson@firstheartland.com,,Salesforce
10473120,,KRIS CHENG,,,kris.cheng@outlook.com,,Web Form Fillout
10784530,Inactive Investor,Matthew Olson,Financial Advisor,"Ameriprise Financial Services, LLC Sandy UT 7440 S Creek Rd",,,Salesforce
11201183,Inactive Investor,Martin Schafer,,"The Leaders Group, Inc.",,,Salesforce
352159,,Jackie Byers,Cfo,Centerfield Capital Partners,jackie@centerfieldcapital.com,317-237-2323,Manual List Upload
11052402,Inactive Investor,Hyunwoo Cho,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,preston.cho@ms.com,,Salesforce
10928863,Inactive Investor,Hayden Taylor,,J.P. Morgan Securities LLC Bronx NY 725 E 233rd St,hayden.taylor@jpmorgan.com,,Salesforce
9638822,,Kit Ghirardi,,,kit.ghirardi@nyp.org,,List import
11232406,Inactive Investor,Antonio Jenkinsharris,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,ajenkinsharris@primerica.com,,Salesforce
11031027,Inactive Investor,Michael Primo,Financial Advisor,"Blackridge Asset Management, LLC",,,Salesforce
236439,, -,,[[Unknown]],cscanlan@lihtcgroup.com,,Organic Search
9632529,,Robert Glass,,,recglass@gmail.com,,List import
11153559,Inactive Investor,Janice Faith Serrano-Pierre,,Evercore Group L.L.C.,,,Salesforce
9617107,,Wenjing Li,,,wenjing@cormorant-asset.com,,List import
10950366,Inactive Investor,Brendan Murray,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,brendan.murray@fidelity.com,,Salesforce
11166742,Inactive Investor,Shenye Hu,,J.P. Morgan Securities LLC Santa Clara CA 808 Kiely Blvd,shenye.hu@jpmorgan.com,,Salesforce
11042250,Inactive Investor,Andrew Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",,,Salesforce
10510308,,henry montag,PRINCIPAL,TOLI,henry@thetolicentereast.com,,List Import
11228735,Inactive Investor,Tamara Caquias Amezquita,,J.P. Morgan Securities LLC Tucson AZ 728 W Ajo Way,tamara.caquias-amezquita@jpmorgan.com,,Salesforce
10861969,Inactive Investor,Paula Sheffield,Client Service Associate,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,paula.sheffield@lpl.com,,Salesforce
242870,,Afsal Mohammed,Mr,Adskart,afsalmohammed7522@gmail.com,,Manual List Upload
9587224,,John Dobson,,,john.dobson@wealthspire.com,,List import
11151189,Inactive Investor,Ronald Flohr,Financial Advisor,Morgan Stanley Easton MD 28601 Marlboro Ave,ronald.flohr@morganstanley.com,,Salesforce
9586335,,Beverly Cox,,,bcox@scfsecurities.com,,List import
10860438,Inactive Investor,Stephen Dalfino,Financial Advisor,Lincoln Investment Lutz FL 16241 N Florida Ave,sdalfino@lincolninvestment.com,,Salesforce
10893803,Inactive Investor,Robert Ernst,Preferred Program Specialist,"Fifth Third Securities, Inc. Hebron KY 3095 N Bend Rd",robert.ernst@53.com,,Salesforce
10932958,Inactive Investor,Carole McNichol,Investment Advisor Representative,"Osaic Wealth, Inc. Suwanee GA Private Residence",,,Salesforce
10813839,Inactive Investor,Jon Neuhaus,Executive Director;Managing Director;Private Wealth Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,jon.neuhaus@morganstanley.com,,Salesforce
11235794,Inactive Investor,Illya Bermant,Financial Advisor,"Walser Wealth Management Company, A Limited Liability Company",ibermant@walserwealth.com,,Salesforce
72315,,Kenneth Hopkins,"Chief Compliance Officer, Managing Member, President",Orion Wealth Management LLC,ken.hopkins@lpl.com,972-421-1360,Manual List Upload
11081310,Inactive Investor,Ryan Williams,,State Farm VP Management Corp. Chicago IL 5433 W Addison St,ryan.williams.m47r@statefarm.com,,Salesforce
10696448,,William Nemetz,,PRIMERICA BROKERAGE SERVICES INC,bill.nemetz@primerica.com,,List Import
10830311,Inactive Investor,John Floyd,Director,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,tfloyd@rwbaird.com,,Salesforce
10992296,Inactive Investor,Min Chen,,J.P. Morgan Securities LLC Flushing NY 4028 College Point Blvd,min.chen@jpmorgan.com,,Salesforce
10802298,Inactive Investor,Cindy Arter,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",cindy_arter@ml.com,,Salesforce
28179,,Ryan Vaccaro,Investment Manager,Dietrich Foundation,ryanv@dietrichfoundation.net, +1 412 261 2766,Database Upload
10793096,Inactive Investor,Marc Kramer,Portfolio Associate,Neuberger Berman BD LLC,marc.kramer@nb.com,,Salesforce
11254689,Inactive Investor,Bethany Flint,Client Service Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,bethany.flint@morganstanley.com,,Salesforce
10802726,Inactive Investor,James Klunder,Financial Advisor;Owner;Senior Vice President,"Centennial Securities Company, Inc. Jenison MI 7678 Cottonwood Dr",jim@centennialsec.com,,Salesforce
10986481,Inactive Investor,Diane Lloyd,,United Planners' Financial Services of America A Limited Partner Phoenix AZ 7210 N 16th St,,,Salesforce
10867022,Inactive Investor,Angela Lucania,,"Farmers Financial Solutions, LLC Naperville IL 1220 Iroquois Ave",alucania@farmersagent.com,,Salesforce
10976548,Inactive Investor,Chawn Honkomp,Investment Advisor;Retirement Planner,Merkle Retirement Planning,chawn@merkleplan.com,,Salesforce
11158536,Inactive Investor,Andrew Wellington,Chief Investment Officer;Founder;Managing Partner,Lyrical Asset Management LP,,,Salesforce
10969561,Inactive Investor,Peter Shields,,Fidelity Brokerage Services LLC,,,Salesforce
9638958,,Jeremy Bell,,,jbell@conwayir.com,,List import
11175369,Inactive Investor,Traci Nelson,Financial Advisor,Edward Jones Fife WA 6040 20th St E,traci.nelson@edwardjones.com,,Salesforce
10877499,Inactive Investor,Lori Stanger,Associate Wealth Advisor,"The Colony Group, LLC",lstanger@thecolonygroup.com,,Salesforce
9558205,,Félix Durand-Saint-Amour,,,fel.dsat@gmail.com,,List import
10838122,Inactive Investor,Daniel Pessy,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,daniel.pessy@ubs.com,,Salesforce
10940951,Inactive Investor,Elizabeth Wilcox,,Cetera Advisor Networks LLC Saint Clairsville OH 68000 Bayberry Dr,,,Salesforce
10914516,Inactive Investor,Jason Egger,Financial Advisor,Edward Jones Guymon OK 206 NW 5th St,mitch.egger@edwardjones.com,,Salesforce
9546652,,Adam Moskowitz,,,adam.moskowitz@transamerica.com,,List import
11036220,Inactive Investor,Daniel Cass,Financial Advisor,"Osaic Institutions, Inc. Parker CO 18448 Lincoln Ave",,,Salesforce
10658538,,Rena Leinberger,,,leinberger.rena@ntrs.com,,List Import
10945630,Inactive Investor,Ryan Jennings,,"Allstate Financial Services, LLC Norfolk VA 1312 E Little Creek Rd",rjennings@allstate.com,,Salesforce
217866,,June Hobby,,[Unknown],junehobby@gmail.com,,Direct
10841940,Inactive Investor,Angela Thames,Managing Director - Investments,&Partners Columbia SC 508 Hampton St,,,Salesforce
11194094,Inactive Investor,Ancel Carlon,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,ancel.carlon.b2vm@statefarm.com,,Salesforce
10806550,Inactive Investor,Daniel Gardner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Forest IL 780 N Western Ave",daniel_gardner@ml.com,,Salesforce
11103044,Inactive Investor,Kristin Erickson,Financial Advisor,LPL Financial LLC Tualatin OR 8215 SW Tualatin Sherwood Rd,kristin.erickson@lpl.com,,Salesforce
10662298,,Nathan Leonardelli,,,nathan.leonardelli@fbfs.com,,List Import
371021,,ARCHIE PENNOH,,United States,apennoh518@gmail.com,,Salesforce
10957692,Inactive Investor,Jason Soukup,Representative,"Stifel, Nicolaus & Company, Incorporated Sioux Falls SD 2401 W Trevi Pl",soukupj@stifel.com,,Salesforce
11184647,Inactive Investor,John Whitmire,,NYLIFE Securities LLC Greenville SC 8 McAdoo Ave,jwhitmire@ft.newyorklife.com,,Salesforce
11059392,Inactive Investor,Kathleen Kane,Investment Committee;Partner,"Beacon Financial Planning, Inc",katie@bfpcc.com,,Salesforce
10914476,Inactive Investor,Christopher Tanke,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Owner,"Strategic Financial Group, L.L.C.",ct@strategicfg.net,,Salesforce
10884926,Inactive Investor,Emily Evans,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,emily.destrampe@fidelity.com,,Salesforce
10924956,Inactive Investor,Anton Halka,,"Transamerica Financial Advisors, Inc Scottsdale AZ Private Residence",,,Salesforce
9639953,,Rik Imhof,,,imhof@instituutgak.nl,,List import
9547451,,Dawn Asis,,,dasis@ayco.com,,List import
11205363,Inactive Investor,Joseph Martin,,"Truist Investment Services, Inc. Palm Beach FL 125 Worth Ave",jemartin@truist.com,,Salesforce
11194168,Inactive Investor,Michael Anastasia,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
10931544,Inactive Investor,Grant Gentry,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",,,Salesforce
10939689,Inactive Investor,Gustavo Rivera,Financial Advisor,LPL Financial LLC Brea CA 1 Pointe Dr,gustavo.rivera@lpl.com,,Salesforce
42199,,Susan Curry,"Financial Advisor, First Vice President - Investments","SunTrust Advisory Services, Inc.",susan.curry@suntrust.com,678-505-2816,
10914335,Inactive Investor,Amy Lee,,J.P. Morgan Securities LLC Dayton OH 3075 Woodman Dr,amy.p.lee@jpmorgan.com,,Salesforce
11033274,Inactive Investor,Cherie Walker,Division Leader,PFS Investments Inc. Dublin OH 565 Metro Pl S,,,Salesforce
9571313,,Lawrence Barocas,,,lbarocas@snowdenlane.com,,List import
10864038,Inactive Investor,Robby Pitts,,"Allen, Mooney & Barnes Brokerage Services, LLC",robby.pitts@ambwealth.com,,Salesforce
10978750,Inactive Investor,Meghan Brown,,Wealthfront Brokerage LLC,meghan@wealthfront.com,,Salesforce
11168612,Inactive Investor,Omar Olivares,,J.P. Morgan Securities LLC Houston TX 13706 East Fwy,omar.olivares@jpmorgan.com,,Salesforce
10780892,Inactive Investor,Arnelle Filsaime-Johnson,,"Truist Investment Services, Inc. Apollo Beach FL 5090 N US Hwy 41",arnelle.johnson@truist.com,,Salesforce
10758936,Inactive Investor,Sheila Mase,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",sheila_mase@ml.com,,Salesforce
10923535,Inactive Investor,Caroline Logozzo,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
10957968,Inactive Investor,Anna Miller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10820397,Inactive Investor,Stephen McGinn,,"Cambridge Investment Research, Inc. Malvern PA 1600 Paoli Pike",,,Salesforce
10973325,Inactive Investor,Kraag Pedersen,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",krpedersen@firstcommand.com,,Salesforce
10982528,Inactive Investor,Lung Chan,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,,,Salesforce
11217075,,Taylor Nesnay,,,taylor.nesnay@nb.com,,Other
11061444,Inactive Investor,Benjamin Carter,Chief Compliance Officer;Elected Manager,"Turtle Creek Wealth Advisors, LLC",bcarter@turtlecreekwealthadvisors.com,,Salesforce
11152484,Inactive Investor,Donna Jenkins,Financial Planner,"Osaic Wealth, Inc. Cedar Rapids IA 151 5th Ave SE",,,Salesforce
11197370,Inactive Investor,Ross Poole,Investment Advisor Representative,USA Financial Securities LLC Port Orange FL 5889 S Williamson Blvd,,,Salesforce
11011217,Inactive Investor,Rod Hurowitz,Investment Advisor Representative,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",rhurowitz@nationallife.com,,Salesforce
10896995,Inactive Investor,Austin Braun,,"Raymond James Financial Services, Inc. Orlando FL 720 Rugby St",austin.braun@raymondjames.com,,Salesforce
11128864,Inactive Investor,James Leiken,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,james.leiken.sq8s@statefarm.com,,Salesforce
10877796,Inactive Investor,Robert Goldberg,Wealth Advisor,"Insight Advisors, LLC",,,Salesforce
10494347,,Thomas Atkins,Managing Member,Advisor Resource Council,chad.atkins@lpl.com,,List Import
11193427,Inactive Investor,Travis Stolcis,Financial Planner,Financial Advocates Investment Management Spokane WA 427 W Sinto Ave,tstolcis@financialadvocates.com,,Salesforce
10816127,Inactive Investor,David Steffenhagen,,Country Capital Management Company Lake Villa IL 31 Cedar Ave,david.steffenhagen@countryfinancial.com,,Salesforce
9543461,,Shempeele Hardnett,,,shemhardnette@gmail.com,,List import
339263,,Rashmi Badwe,"Chief Operating Officer, Elected Manager","TIAA-CREF Individual & Institutional Services, LLC",rbadwe@tiaa-cref.org,800-842-2733,Manual List Upload
11175669,Inactive Investor,Neepa Shah,,J.P. Morgan Securities LLC Frisco TX 3127 Main St,neepa.shah@jpmorgan.com,,Salesforce
122356,,Kari Anderson,Financial Advisor,Eagle Strategies LLC,kaanderson@ft.newyorklife.com,605-878-2090,
9588415,,Jamie Smart,,,jbsmart54@gmail.com,,List import
9581800,,Adrian Picar -,,,adriancarpicz4@gmail.com,,List import
10487588,,Jonathan Stearns,Partner,LPL Financial LLC,jonathan.stearns@lpl.com,,List Import
10913354,Inactive Investor,Charles Lewandowski,Financial Planner,Lincoln Investment Lutz FL 16241 N Florida Ave,clewandowski@lincolninvestment.com,,Salesforce
11006431,Inactive Investor,David Tanner,,"Osaic Wealth, Inc. Ackworth IA Private Residence",,,Salesforce
10853599,Inactive Investor,Jeffrey Bruneau,Vice President - Community Banking,"Wells Fargo Clearing Services, LLC Cheshire CT 311 Highland Ave",jeffrey.bruneau@wellsfargoadvisors.com,,Salesforce
10805916,Inactive Investor,Thomas Parr,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,thomas.parr@morganstanley.com,,Salesforce
11217332,,Terrie Wiedenheft,,,terrie.wiedenheft@wslife.com,,Other
9572420,,Shubham Singh,,,imkk719@hotmail.co.uk,,List import
10840033,Inactive Investor,Charlotte Hooks,,"Allstate Financial Services, LLC Boynton Beach FL 3960 Hypoluxo Rd",charlottehooks@allstate.com,,Salesforce
10870253,Inactive Investor,Jamie Millett,,Purshe Kaplan Sterling Investments Niskayuna NY Private Residence,jmillett@pksinvest.com,,Salesforce
10845258,Inactive Investor,Michael Tedesco,,Robert W. Baird & Co. Incorporated,mtedesco@rwbaird.com,,Salesforce
11118761,Inactive Investor,Ryan Harris,,"Truist Investment Services, Inc. Sarasota FL 5900 Katie Ln",,,Salesforce
10908927,Inactive Investor,Joseph Brown,,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",,,Salesforce
11164237,Inactive Investor,James McCrea,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10787077,Inactive Investor,Jayant Kacholiya,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jayant.kacholiya@fidelity.com,,Salesforce
9584224,,Edward Secrest,,,esecrest@sefgroup.com,,List import
10949216,Inactive Investor,Nicky Leger,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10994771,Inactive Investor,Stephen Westfall,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,stephen_westfall@vanguard.com,,Salesforce
196083,,Kadir Sekha,,[Unknown],kadir@sekha.io,,source
10958560,Inactive Investor,Barrington Hewitt,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,bhewitt01@ft.newyorklife.com,,Salesforce
11059353,Inactive Investor,Justin Van Houten,Chief Executive Officer;Financial Advisor,Compass Financial Services,justin.vanhouten@compassiowa.com,,Salesforce
11133047,Inactive Investor,Ricardo Gutierrez,,J.P. Morgan Securities LLC Spring Valley CA 619 Sweetwater Rd,ricardo.gutierrez@jpmorgan.com,,Salesforce
11178650,Inactive Investor,Erika Greathouse,Team Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",erika.greathouse@schwab.com,,Salesforce
11138280,Inactive Investor,Francis Miller,,PFS Investments Inc. Loveland CO 1401 S Taft Ave,francis.miller@primerica.com,,Salesforce
10658985,,Mark Mazman,,,mark.mazman@raymondjames.com,,List Import
10951212,Inactive Investor,Jenni Kimber,Program Manager,"Pruco Securities, LLC. Superior CO Private Residence",jenni.kimber@prudential.com,,Salesforce
9640224,,Deborah Shaw,,,dshaw2@una.edu,,List import
10807238,Inactive Investor,John Dunk,Private Wealth Advisor,"Ameriprise Financial Services, LLC Gurnee IL 5101 Washington St",john.m.dunk@ampf.com,,Salesforce
10788993,Inactive Investor,Justin Coop,Senior Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",justin.coop@schwab.com,,Salesforce
10898064,Inactive Investor,Beatriz Alvarez,,PFS Investments Inc. West Covina CA 142 N Grand Ave,beatriz.alvarez@primerica.com,,Salesforce
11147958,Inactive Investor,Christel Smit,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christel.smit@fidelity.com,,Salesforce
10927849,Inactive Investor,Meng Zhang,,Jefferies LLC,mzhang@jefferies.com,,Salesforce
10922208,Inactive Investor,Stanley Pena,,"Osaic Wealth, Inc. Spring TX 10001 Woodloch Forest Dr",,,Salesforce
10813510,Inactive Investor,Lora Carlon,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,lora.carlon@opco.com,,Salesforce
10803206,Inactive Investor,James Magid,Founder;Member,Capital Counsel LLC,,,Salesforce
9543248,,Kareem Moustafa,,,kmoustafa1@yahoo.com,,List import
10817846,Inactive Investor,Scott Rosa,Financial Professional,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",scott.rosa@prudential.com,,Salesforce
10778689,Inactive Investor,Jay Kellett,Chief Executive Officer;Chief Investment Officer;Founder,KCM Investment Advisors San Rafael CA 750 Lindaro St,jak@kcmadvisors.com,,Salesforce
10644744,,Dario Cosic,,,dcosic@interactivebrokers.com,,List Import
10659876,,Nivedita Chakrabarti,,,nivedita.chakrabarti@chase.com,,List Import
9543429,,Beth Ziccardi,,,combinedvision@yahoo.com,,List import
10604574,,Kristen Fong,Wealth Planner,JP Morgan Chase,krifong@firstrepublic.com,4159715233,List Import
10905420,Inactive Investor,Gustavo Melendez,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
11150899,Inactive Investor,Paula Fike,,"Raymond James & Associates, Inc. Jacksonville FL 9822 Tapestry Park Cir",paula.fike@raymondjames.com,,Salesforce
10955465,Inactive Investor,Justin Thomas,,J.P. Morgan Securities LLC Wayne MI 35011 W Michigan Ave,justin.j.thomas@jpmorgan.com,,Salesforce
11239107,,Ryan Bell,,,ryan@rockbwm.com,,Salesforce
334268,,Paola Ramos,,Mercer Global Advisors Inc.,pramos@merceradvisors.com,(415) 986-5500,
9587953,,Kanubhai Vasant,,,kanubhaisvasani@gmail.com,,List import
10982704,Inactive Investor,Ryan Coburn,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
10791575,Inactive Investor,Jeffrey King,Wealth Management Advisor,LPL Financial LLC Cleveland TN 4245 Ocoee St N,jeff.king@lpl.com,,Salesforce
11073952,Inactive Investor,Sarah Nolan,Client Service Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,sarah.nolan@morganstanley.com,,Salesforce
4339552,Inactive Investor,Kathryn Pizzi,Field Consultant,Dimeo Schneider & Associates LLC,kpizzi@dimeoschneider.com,(312) 853-1000,
10846515,Inactive Investor,Sharon Perhac,,"MML Investors Services, LLC New York NY 6 Stone St",,,Salesforce
10764741,Inactive Investor,Sharon Martin,Franchise Consultant;Private Wealth Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",sharon.r.martin@ampf.com,,Salesforce
10767673,Inactive Investor,Jeremiah Evarts,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Manchester Center VT 647 Depot St",,,Salesforce
10657002,,Scott English,,,scott.english@countryfinancial.com,,List Import
11054884,Inactive Investor,Jonathan Hope,Financial Advisor,"VALIC Financial Advisors, Inc. Columbia SC 3710 Landmark Dr",jonathan.hope@valic.com,,Salesforce
9549618,,Nwilo Chidera,,,vincentnwilochidera@gmail.com,,List import
10757975,Inactive Investor,Robin Miller,Chief Compliance Officer;Chief Financial Officer,Cookson Peirce Wealth Management Pittsburgh PA 555 Grant St,rm@cooksonpeirce.com,,Salesforce
10885527,Inactive Investor,Ryan Daly,,Morgan Stanley,ryan.daly@morganstanley.com,,Salesforce
11052436,Inactive Investor,David McMurtrie,,"Horace Mann Investors, Inc. Greensboro NC 1113 E Wendover Ave",,,Salesforce
11177412,Inactive Investor,Judith Cassidy,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11180419,Inactive Investor,Howard Wein,Financial Advisor,"Hornor, Townsend & Kent, LLC Wilton CT 187 Danbury Rd",hwein@htk.com,,Salesforce
11132870,Inactive Investor,April McCarthy,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",april.mccarthy@ml.com,,Salesforce
11141813,Inactive Investor,Christopher Dwyer,,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",,,Salesforce
11031184,Inactive Investor,Donald Haynes,,MWA Financial Services Inc. Philip SD 165 Center Ave,donald.w.haynes@mwarep.org,,Salesforce
10924558,Inactive Investor,Thomas Kendra,Financial Advisor,"Pruco Securities, LLC. Muskegon MI 433 Seminole Rd",tom.kendra@prudential.com,,Salesforce
10920771,Inactive Investor,Diego Jimenez,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 5101 4th Ave,diego.f.jimenez@chase.com,,Salesforce
10975913,Inactive Investor,Shqipron Cami,,HSBC Securities (USA) Inc.,,,Salesforce
11198979,Inactive Investor,Samir Murty,Member;Principal;Senior Relationship Manager,"Orgel Wealth Management, LLC",samir.murty@orgelwealth.com,,Salesforce
10849349,Inactive Investor,Daniel Dales,,"Equitable Advisors, LLC Tucson AZ 7560 N La Cholla Blvd",daniel.dales@equitable.com,,Salesforce
116720,,Lindsey Allard,Advisor,"Beirne Wealth Consulting Services, LLC",lallard@beirnewealth.com,203-701-8606,
10645986,,Shantea Mansour,,,shantea.mansour@chase.com,,List Import
9582293,,Richard Harris,,,richard.harris@lfg.com,,List import
10891802,Inactive Investor,Drew Wilder,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,drew.wilder@jpmorgan.com,,Salesforce
11060746,Inactive Investor,Douglas Norman,,LPL Financial LLC Brea CA 512 E Imperial Hwy,douglas.norman@lpl.com,,Salesforce
10959529,Inactive Investor,Spencer Lee,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11172202,Inactive Investor,Erik Bjorvik,,Lindberg & Ripple Portland OR Private Residence,,,Salesforce
11104009,Inactive Investor,Ana Vergel Gandia-Gordon,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,ana.vergel@morganstanley.com,,Salesforce
9579984,,Robert Watt,,,rob@thing.net,,List import
11077487,Inactive Investor,Kayleigh Bennett,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9561760,,Gerard Patin,,,gpatin@financialguide.com,,List import
10824039,Inactive Investor,Matthew Prucha,Financial Advisor,Edward Jones Kingwood TX 1710 W Lake Houston Pkwy,matt.prucha@edwardjones.com,,Salesforce
11213704,Inactive Investor,Richard Kidd,,Trident Partners Ltd.,rkidd@tridentpartnersltd.com,800-341-1990 x2260,Salesforce
10891711,Inactive Investor,David Wilcox,,PFS Investments Inc. Meadows of Dan VA 6242 Jeb Stuart Hwy,david.wilcox@primerica.com,,Salesforce
9603205,,Anup Vasudevan,,,anup.vasudevan.84@gmail.com,,List import
11062788,Inactive Investor,Louis Dicerbo,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",ldicerbo@htk.com,,Salesforce
11205365,Inactive Investor,Evan Farrell,,"Truist Investment Services, Inc. Boca Raton FL 5350 Town Center Rd",evan.farrell@truist.com,,Salesforce
11230819,Inactive Investor,John Recine,,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",john.recine@equitable.com,,Salesforce
10874479,Inactive Investor,Diana Menaker,Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,diana.i.menaker@jpmorgan.com,,Salesforce
11193638,Inactive Investor,Francely Ang,,PFS Investments Inc. Canton GA 270 E Main St,francely.ang@primerica.com,,Salesforce
11144022,Inactive Investor,Adam Hartung,,"J.W. Cole Financial, Inc. Lakeville MN 17316 Kenyon Ave",,,Salesforce
195262,,amir torkian,,[Unknown],amirerfant.1377@gmail.com,,source
9627562,,Jon Brosnahan,,,jbrosnahan@investvoyager.com,,List import
11074681,Inactive Investor,Heather Cator,,"Allstate Financial Services, LLC Clackamas OR 10001 SE Sunnyside Rd",hcator@allstate.com,,Salesforce
10831150,Inactive Investor,Brian Watson,Financial Advisor;Second Vice President,Morgan Stanley Houston TX 717 Texas St,brian.watson@morganstanley.com,,Salesforce
10986228,Inactive Investor,Claudio Mastroianni,,"Osaic Institutions, Inc. Albany NY 103 Wolf Rd",,,Salesforce
10829928,Inactive Investor,Thomas Ruggiero,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
9593465,,Patrick Kung,,,drpckung@aol.com,,List import
10883962,Inactive Investor,Tyler Farrell,,J.P. Morgan Securities LLC Palmdale CA 1261 W Rancho Vista Blvd,tyler.l.farrell@jpmorgan.com,,Salesforce
11220391,,Lisa Newman,,,lnewman@oakridgefinancial.com,,Other
10764331,Inactive Investor,Ruth Wilde,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. San Angelo TX 610 S Bryant Blvd,ruth.wilde@ubs.com,,Salesforce
10784897,Inactive Investor,Anne Murray,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11019919,Inactive Investor,Clayton Pine,,Jefferies LLC,cpine@jefferies.com,,Salesforce
11137808,Inactive Investor,Marc Warnecke,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,marc.warnecke@jpmorgan.com,,Salesforce
11143481,Inactive Investor,Dan Pirir Soriano,,J.P. Morgan Securities LLC Mesa AZ 61 N Country Club Dr,,,Salesforce
11097211,Inactive Investor,Erin Wambangco,Financial Advisor,Edward Jones Itasca IL 300 Park Blvd,erin.wambangco@edwardjones.com,,Salesforce
10984589,Inactive Investor,Brian Rossen,,"American Fidelity Securities, Inc.",brian.rossen@af-group.com,,Salesforce
10875788,Inactive Investor,Vincent Chan,,NYLIFE Securities LLC Los Angeles CA Private Residence,vchan03@ft.newyorklife.com,,Salesforce
11047342,Inactive Investor,Alfred Avazis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 2308 Broadway",,,Salesforce
9559540,,yut tom,,,miled25382@dmonies.com,,List import
350263,,David Dyckman,Operating Partner,Greenbriar Equity Group,ddyckman@greenbriarequity.com,914-925-9600,Manual List Upload
10980246,Inactive Investor,Jason Wintersteen,Private Wealth Manager,Stevens Capital Partners,,,Salesforce
10829376,Inactive Investor,Stephen Perrine,,State Farm VP Management Corp. Albany GA 537 N Westover Blvd,steve.perrine.lez3@statefarm.com,,Salesforce
9565523,,Steven Caron,,,steve@oldschoolcapital.com,,List import
11016513,Inactive Investor,Patrick Cohen,,LPL Financial LLC Omaha NE 15750 W Dodge Rd,patrick.cohen@lpl.com,,Salesforce
10851368,Inactive Investor,Steven Fair,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11198934,Inactive Investor,Jillian Lancour,,J.P. Morgan Securities LLC Stayton OR 1089 N 1st Ave,jillian.lancour@jpmorgan.com,,Salesforce
11046410,Inactive Investor,Curtis Morrow,,"Osaic Wealth, Inc. Dublin OH 435 Metro Pl S",,,Salesforce
556,,,,,quincyjonas@tiscali.it,,
370454,,Brett Spector,,t24 Capital LP,brett.spector@runurfund.com,(191) 758-9485,Salesforce
11048924,Inactive Investor,James Humphries,Advisor;Founder;Managing Partner,"Mindset Wealth Management, LLC",,,Salesforce
10825282,Inactive Investor,Christian Whitehead,Financial Planner,CG Advisory Services,christianw@mycgfinancial.com,,Salesforce
9580408,,Terry Hill,,,thill@lincolndouglas.net,,List import
11106861,Inactive Investor,Kristopher Matheson,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
11024432,Inactive Investor,Karen Christiansen,Paraplanner,"Ameriprise Financial Services, LLC Riverside CA 3390 University Ave",karen.l.christiansen@ampf.com,,Salesforce
10826989,Inactive Investor,Danielle Papandrea,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",danielle.papandrea@ml.com,,Salesforce
11032565,Inactive Investor,Leonard Marte,Chief Compliance Officer;Founder;Senior Financial Advisor,"Abundant Advisors, LLC Huntersville NC 11730 Brightpine Ln",,,Salesforce
9609031,,Qinwen Wang,,,qinwen@web3.foundation,,List import
10869915,Inactive Investor,Jameel Kalimah,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
10927479,Inactive Investor,Yue Chu,,Citigroup Global Markets Inc.,,,Salesforce
196947,,Marco D,,[Unknown],marco@spokecapital.com,,
9570887,,Leslie Zafra,,,lzafra@sagepointadvisor.com,,List import
10768517,Inactive Investor,Joseph Moschella,Branch Manager;Executive Director,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,joseph.moschella@morganstanley.com,,Salesforce
10978955,Inactive Investor,Anne Criscione,,"Empower Financial Services, Inc Saint Charles MO Private Residence",anne.criscione@empower.com,,Salesforce
11018600,Inactive Investor,Benjamin Biddy,,"Northwestern Mutual Investment Services, LLC Murfreesboro TN 1639 Medical Center Pkwy",benjamin.biddy@nm.com,,Salesforce
11128961,Inactive Investor,Benjamin Frick,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,,,Salesforce
11133511,Inactive Investor,Linda Perkins,,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,linda.l.perkins@ubs.com,,Salesforce
9569858,,Hernando Martínez Herrero,,,hernando.mh@gmail.com,,List import
11167335,Inactive Investor,Kim Allen,,"Ameritas Investment Company, LLC Watertown NY 19607 State Rte 3",kim.allen@ameritas.com,,Salesforce
4669504,,Tracy gallman,CIO,Axos Invest,tgallman@axosbank.com,8582139981,Web Form Fillout
11157637,Inactive Investor,Nelson Turner,Financial Advisor,LPL Financial LLC Kensington MD 3015 University Blvd W,t.turner@lpl.com,,Salesforce
11092379,Inactive Investor,Ryan Iannuzzo,Senior Wealth Strategy Associate,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,ryan.iannuzzo@ubs.com,,Salesforce
11007653,Inactive Investor,Kersha Parker,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,kersha.rostallon.dodf@statefarm.com,,Salesforce
10770739,Inactive Investor,Gerardo Moya,International Wealth Advisor;Managing Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",gerardo_moya@ml.com,,Salesforce
10847397,Inactive Investor,Carl Chaikin,President,Chaikin Capital Management Inc.,carl@chaikincapital.com,,Salesforce
11103833,Inactive Investor,Christian Johnson,Financial Advisor,LPL Financial LLC Glendale CA 700 N Brand Blvd,christian.johnson@lpl.com,,Salesforce
11124336,Inactive Investor,Kelly Starry,Associate,Edward Jones Mount Pleasant MI 1425 S Mission Rd,,,Salesforce
221751,,Michael Walliser,,[Unknown],michaelw@condorcapital.com,,product
11134130,Inactive Investor,Gordon Polly,Financial Advisor;Financial Planning Specialist,Morgan Stanley Tulsa OK 2200 S Utica Pl,gordon.polly@morganstanley.com,,Salesforce
10937851,Inactive Investor,Steven Milwich,,"Allstate Financial Services, LLC Levittown NY 3601 Hempstead Tpke",stevenmilwich@allstate.com,,Salesforce
11070927,Inactive Investor,Josh Rummonds,Wealth Advisor,"Beacon Pointe Advisors, LLC Fresno CA 5260 N Palm Ave",jrummonds@beaconpointe.com,,Salesforce
11045525,Inactive Investor,Jennifer Hansard,,"Sanctuary Securities, Inc. Diboll TX 303 S Temple Dr",jhansard@sanctuarywealth.com,,Salesforce
10865156,Inactive Investor,Kathrine Thurston,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,kathy.bowden.b50q@statefarm.com,,Salesforce
11002104,Inactive Investor,Matthew Susino,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",matthew.susino@nm.com,,Salesforce
10996003,Inactive Investor,Richard Millis,,"Securian Financial Services, Inc.",richard.millis@securian.com,,Salesforce
11123762,Inactive Investor,Abram Shaffner,Financial Advisor,"Ameriprise Financial Services, LLC Lebanon PA 1536 Cornwall Rd",abram.m.shaffner@ampf.com,,Salesforce
10861948,Inactive Investor,Kenneth Molnar,,Fidelity Brokerage Services LLC West Chester OH Private Residence,,,Salesforce
199190,,Emre Basar,,[Unknown],ebasar@bwequities.com.au,,Other
5802281,,Anis Anis,,,anisanishalaluddin@gmail.com,,Web Form Fillout
10928084,Inactive Investor,William Smith,Financial Advisor,Money Concepts Capital Corp Woodbridge VA 1346 Old Bridge Rd,wasmith@moneyconcepts.com,,Salesforce
9563659,,Tim Stickney,,,timothy.stickney@lfg.com,,List import
9571993,,Er Hoe,,,erchuenhoe@gmail.com,,List import
58224,,Anthony Antoniello,Financial Advisor,"Voya Financial Advisors, Inc.",tony.antoniello@voya.com,,
11114723,Inactive Investor,Josef Weber,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",josef.h.weber@ml.com,,Salesforce
11120033,Inactive Investor,Jeffrey Clarke,Business Financial Advisor;Financial Advisor;Financial Consultant,LPL Financial LLC Myrtle Beach SC Private Residence,jeff.clarke@ampf.com,,Salesforce
11219929,,Alicia Barry,,,alicia.barry@wellsfargoadvisors.com,,Other
10954696,Inactive Investor,James Stiles,,&Partners New Haven MO 9760 Hwy 100,,,Salesforce
9611312,,Why Lin,,,xyz22abc@gmail.com,,List import
10826376,Inactive Investor,Nicholas Choman,,A.G.P / Alliance Global Partners Rochelle Park NJ 365 W Passaic St,nchoman@allianceg.com,,Salesforce
214858,,ali mandvi,,[Unknown],ali_mandvi@hotmail.com,,source
10926261,Inactive Investor,Teresa White,Wealth Manager,LPL Financial LLC Saint Peters MO 1272 Jungermann Rd,teresa.m.white@lpl.com,,Salesforce
5211833,,Joshua Proud,,,farmerjosh40@gmail.com,,Web form fillout
346578,,Sherree Richards,Compliance Officer,Allegheny Financial Group Ltd,srichards@alleghenyfinancial.com,412-367-3880,Manual List Upload
10760525,Inactive Investor,David Herman,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",david_herman@ml.com,,Salesforce
9581785,,Susan Judd,,,sjudd@massmutual.com,,List import
10922477,Inactive Investor,Jon Nee,Client Advisor,Eastover Capital Management,jnee@eastovercapital.com,,Salesforce
11096051,Inactive Investor,Sheila Miller,Chief Compliance Officer;President,Outlook Financial Services,,,Salesforce
10853313,Inactive Investor,Bedford Kirkland,Financial Advisor;Financial Consultant,LPL Financial LLC Lebanon TN 1032 W Main St,bedford.kirkland@lpl.com,,Salesforce
11147004,Inactive Investor,Ashley Reeves,Branch Manager,Morgan Stanley Newport News VA 701 Town Center Dr,ashley.reeves@morganstanley.com,,Salesforce
10755308,Inactive Investor,Hasan Nock,Financial Advisor,"Wells Fargo Clearing Services, LLC Annandale VA 7620 Little River Tpke",hasan.nock@wellsfargo.com,,Salesforce
11146175,Inactive Investor,Jeremy Ohlinger,Director;Wealth Management Associate,Morgan Stanley Columbus OH 41 S High St,jeremy.r.ohlinger@morganstanley.com,,Salesforce
11172678,Inactive Investor,Esther Bullard,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",bullarde@stifel.com,,Salesforce
10840963,Inactive Investor,Joseph Nagy,Senior Managing Director,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",nagy.joe@principal.com,,Salesforce
11159878,Inactive Investor,Ronald Roge,Chairman;Chief Executive Officer;Founder;President;Regulatory Contact,"R.W. Roge & Company, Inc",ron@rwroge.com,,Salesforce
11130987,Inactive Investor,Michael Brown,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10988043,Inactive Investor,Erica Nolan,,"Osaic Wealth, Inc. Damascus MD 26005 Ridge Rd",,,Salesforce
11033156,Inactive Investor,Alexandro Gonzalez,Assistant Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. River Forest IL 7221 Lake St,alex.gonzalez2@citi.com,,Salesforce
10904882,Inactive Investor,Carson Burke,Financial Advisor,Edward Jones Independence MO 4200 Little Blue Pkwy,carson.burke@edwardjones.com,,Salesforce
11158015,Inactive Investor,Rushil Patel,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10833861,Inactive Investor,Zachary Feltenstein,,"Wells Fargo Clearing Services, LLC",zachary.feltenstein@wellsfargoadvisors.com,,Salesforce
10950937,Inactive Investor,Esther Egbeyode,,Fidelity Brokerage Services LLC,,,Salesforce
11165612,Inactive Investor,Christopher Kovarik,,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",christopher.kovarik@wellsfargoadvisors.com,,Salesforce
10935097,Inactive Investor,Henry Conkle,,"Kestra Investment Services, LLC",henry.conkle@kestrafinancial.com,,Salesforce
10646769,,David Schoep,,,david.schoep@ceterafs.com,,List Import
11063538,Inactive Investor,Nicholas Burk,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
220417,,Jerry Koberlein,,[Unknown],jerrykoberlein@gmail.com,,
11162766,Inactive Investor,Daniel Leary,,"Wells Fargo Clearing Services, LLC New York NY 437 Madison Ave",,,Salesforce
10494410,,Matthew Mckinney,President,Arcon Wealth Management,matt@arconwm.com,,List Import
10871731,Inactive Investor,Penny Salamida,Financial Advisor,"Cypress Wealth Services, LLC",penny@cypressws.com,,Salesforce
10829882,Inactive Investor,Katrina Dudley,Manager,Wedbush Securities Inc. La Jolla CA 1200 Prospect St,katrina.dudley@wedbush.com,,Salesforce
167762,,Juli La Porte,,[Unknown],julilaporte.me@gmail.com,,
11092738,Inactive Investor,Gregory Thoemke,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",gregory.j.thoemke@ampf.com,,Salesforce
10898032,Inactive Investor,Clay Cochran,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",clay.cochran@ampf.com,,Salesforce
10756608,Inactive Investor,Rachel Arata,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",rachel.arata@ml.com,,Salesforce
10918324,Inactive Investor,Ryan Robertson,Financial Advisor,"Osaic Institutions, Inc. Derry PA 200 S Chestnut St",rrobertson@infinexgroup.com,,Salesforce
10857931,Inactive Investor,Harry Overton,Investment Advisor Representative,LPL Financial LLC Altamonte Springs FL 215 N Westmonte Dr,harry.overton@lpl.com,,Salesforce
11122903,Inactive Investor,Gabriel Rossi,,Jefferies LLC,grossi@jefferies.com,,Salesforce
9595627,,Elaine Snyder,,,elaine@bakerstreetadvisors.com,,List import
9616632,,Alexander Baptiste,,,workhorsecapital@bell.net,,List import
10659609,,Rhonda Jenkins,,,rhonda.jenkins@primerica.com,,List Import
11192585,Inactive Investor,Christopher Anthony,Chief Compliance Officer;President;Secretary;Treasurer,"Anthony Wealth Management, Inc.",,,Salesforce
11084866,Inactive Investor,William Hardin,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",bill.hardin@wellsfargo.com,,Salesforce
10826801,Inactive Investor,Andrew Tempelis,Managing Director;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",andrew.tempelis@wellsfargo.com,,Salesforce
11160742,Inactive Investor,Alexandria Goodson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alexandria_goodson@vanguard.com,,Salesforce
11048151,Inactive Investor,Doug Zator,Financial Advisor,Emerson Equity LLC,dzator@emersonequity.com,,Salesforce
11254425,Inactive Investor,John Cassidy,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,,,Salesforce
11029147,Inactive Investor,Brandon Kubitza,Financial Associate,Thrivent Investment Management Inc. Woodway TX 115 Burnett Ct,brandon.kubitza@thrivent.com,,Salesforce
9638492,,Richard Statuto,,,rstatuto@bonsecours.com,,List import
10990425,Inactive Investor,Sarah Buehler,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
10617244,,Ronald Schammert,,,ron.schammert@edwardjones.com,,List Import
11116738,Inactive Investor,Kevin Paasch,,"MML Investors Services, LLC Virginia Beach VA 919 1st Colonial Rd",kpaasch@financialguide.com,,Salesforce
11095106,Inactive Investor,Bradley Ely,Financial Advisor,Edward Jones Hearne TX 1207 S Market St,bradley.ely@edwardjones.com,,Salesforce
10931625,Inactive Investor,Nicole Broussard,Director - Operations,"Ameriprise Financial Services, LLC Prairieville LA 37283 Swamp Rd",nicole.barbour@ampf.com,,Salesforce
11062078,Inactive Investor,Dennis Dashner,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sioux City IA 700 4th St",dashnerd@stifel.com,,Salesforce
10919218,Inactive Investor,William Ryon,,LPL Financial LLC Stevensville MD 721 Main St,william.ryon@lpl.com,,Salesforce
10820390,Inactive Investor,Michael Hornek,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Greenville SC 12 E Washington St",michael.hornek@schwab.com,,Salesforce
11069950,Inactive Investor,Kisha Ellerbe,,SECU Brokerage Services Rockingham NC 114 W Franklin St,kisha.ellerbe@ncsecu.org,,Salesforce
10789659,Inactive Investor,Daniel Schloff,,J.P. Morgan Securities LLC Northville MI 39820 8 Mile Rd,daniel.r.schloff@jpmorgan.com,,Salesforce
9631541,,Brian Ginsler,,,bginsler@ginsler.ca,,List import
10659003,,Kelly Oliven,,,koliven@williamblair.com,,List Import
11132016,Inactive Investor,Eric Gonzalez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",eric.gonzalez2@ml.com,,Salesforce
10990695,Inactive Investor,Hoa Duong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
44091,,Ryan Malec,Senior Wealth Manager,Acg Wealth Inc.,rmalec@acgwealth.com,404-893-4100,Manual List Upload
10753370,Inactive Investor,Christopher Brereton,,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
9600390,,Steven Smith,"Chief Compliance Officer, Founder, President, Principal","RightPath Investments & Financial Planning, Inc.",steve@rightpathinvestments.com,,List import
11111623,Inactive Investor,Ricardo Llanos,,"Private Portfolio, Inc.",rllanos@privateportfolio.com,,Salesforce
10657935,,Paul Pulera,,,ptpulera@hirep.net,,List Import
10970969,Inactive Investor,Maureen Garcia,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,maureenkentongarcia@primerica.com,,Salesforce
10823236,Inactive Investor,Andrew Venrick,Financial Advisor,Morgan Stanley Sioux Falls SD 300 Cherapa Pl,andrew.venrick@morganstanley.com,,Salesforce
11231115,Inactive Investor,Alayna Costello,,LPL Financial LLC Lake Saint Louis MO 1301 Hrc Plaza Dr,alayna.costello@lpl.com,,Salesforce
11133648,Inactive Investor,Alexander Sayavongsa,,"Truist Investment Services, Inc. Atlanta GA 121 Perimeter Ctr W",alexander.sayavongsa@truist.com,,Salesforce
10970520,Inactive Investor,Natalie Medina,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Orlando FL 225 E Robinson St",,,Salesforce
152108,,Lance Krueger,,[Unknown],norfolkpa@gmail.com,,
11120046,Inactive Investor,Linda Doster,,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",linda.e.doster@ampf.com,,Salesforce
9631751,,Alex Madlener,,,almadlener@yahoo.com,,List import
11146014,Inactive Investor,Cary Hendrickson,,Country Capital Management Company Freeburg IL 11 W Apple St,cj.hendrickson@countryfinancial.com,,Salesforce
7295965,,Bernard Hamutenya,,Individual,babajaro777@gmail.com,,Web Form Fillout
10774855,Inactive Investor,Rachel Kurtz,Financial Advisor,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",rachel.kurtz@wellsfargoadvisors.com,,Salesforce
11094861,Inactive Investor,Brian Mulley,Executive Director,Morgan Stanley New York NY 750 7th Ave,brian.mulley@morganstanley.com,,Salesforce
11146137,Inactive Investor,Ranga Srinivasan,Chief Compliance Officer;Director;Founder,Everest Management Corp.,rsrinivasan@everest-mgmt.com,,Salesforce
11296612,,Michael Becker,,,m.becker13@comcast.net,,Web Form Fillout
10933499,Inactive Investor,Michael Elders,,"MML Investors Services, LLC Daytona Beach FL 1673 Mason Ave",melders@financialguide.com,,Salesforce
11065330,Inactive Investor,Jordan Balmforth,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,jordan.balmforth@fidelity.com,,Salesforce
11293006,,Cade Tuschl,,,tuschlcade@gmail.co,,Web Form Fillout
11177195,Inactive Investor,Isaac Levy,,"Centaurus Financial, Inc. La Jolla CA 7608 La Jolla Blvd",ilevy@cfiemail.com,,Salesforce
9542943,,Andrey Petrov,,,abpdnepr@gmail.com,,List import
9617294,,prasant kantamsetty,,,prasant@hotmail.com,,List import
10788221,Inactive Investor,Elizabeth Rahn,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,elizabeth.rahn@fidelity.com,,Salesforce
9614564,,Sean Kaplan,,,skaplan@tigfunds.com,,List import
10661665,,Nicole Moy,,,nmoy@equityinternational.com,,List Import
11228921,Inactive Investor,Matthew Flyger,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11125129,Inactive Investor,Steven Barbas,Premier Banker,"Wells Fargo Clearing Services, LLC Lake Oswego OR 15955 Boones Ferry Rd",steven.barbas@wfadvisors.com,,Salesforce
202485,,Ashley Louis,,Not a company,ashlouis@gmail.com,201-693-7895,Organic Search
10927353,Inactive Investor,Hayden Foley,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,hayden.foley@fmr.com,,Salesforce
10510931,,Ulrike Bittenbinder,"Chief Executive Officer, Chief Investment Officer","Sapphire Wealth Consulting, Inc.",uli@sapphirewealth.net,,List Import
10945816,Inactive Investor,Victor Abendano,Financial Advisor,Edward Jones Ocean Springs MS 2900 Government St,victor.abendano@edwardjones.com,,Salesforce
66822,,Christopher Decola,"Financial Advisor, Manager - Sales","MML Investors Services, LLC",cdecola@massmutual.com,315-671-4389,
10852130,Inactive Investor,Stephen Brubaker,,The AmeriFlex Group Englewood CO 7009 S Potomac St,,,Salesforce
9592712,,Shiva Boyapati,,,boyapati.shiva@gmail.com,,List import
1001875,Inactive Investor,Jin Park,Managing Director,Spring Creek Investment Management,jin@nextegg.org, +1 215 569 1640,Database Upload
11125546,Inactive Investor,Claudia Gluck,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho NY 100 Jericho Quadrangle",claudia.gluck@ml.com,,Salesforce
11094095,Inactive Investor,Brent Moskiewicz,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11193704,Inactive Investor,Leslie Brownlee,Financial Advisor,Edward Jones Carrollton TX 4425 Plano Pkwy,chip.brownlee@edwardjones.com,,Salesforce
10820544,Inactive Investor,Marc Freitag,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 132 Royal Palm Way",marc.freitag@bofa.com,,Salesforce
10617072,,Russell Smith,,,russ.smith@ampf.com,,List Import
11006379,Inactive Investor,Caleb Kesler,,"Allstate Financial Services, LLC Texarkana TX 515 Main St",calebkesler@allstate.com,,Salesforce
9567228,,Charles Yamasaki,,,charles.yamasaki@gmail.com,,List import
225491,,Dan -,,EDRIS,dannyron10@gmail.com,9.72544E+11,Initial Salesforce Import
10854691,Inactive Investor,James Thompson,,MWA Financial Services Inc. Webster MA 135 Thompson Rd,james.m.thompson@mwarep.org,,Salesforce
9568690,,Michael Rutland,,,mrutland90@gmail.com,,List import
10784995,Inactive Investor,Albert Miller,Financial Advisor,"Ameriprise Financial Services, LLC Augusta GA 2918 Professional Pkwy",albert.l.miller@ampf.com,,Salesforce
11109719,,Kirk Fiereck,,,k.j.fiereck@gmail.com,,Web Form Fillout
9625420,,Nicholas Walker,,,nowy2k@outlook.com,,List import
10786476,Inactive Investor,Eric Coffman,,"ValMark Securities, Inc. Akron OH 33 Merz Blvd",,,Salesforce
11143399,Inactive Investor,Denise Delaney,Senior Vice President;Wealth Advisor,"Index Fund Advisors, Inc.",denise@ifa.com,,Salesforce
9612400,,Matthew Raque,,,matthew.raque@avivainvestors.com,,List import
9595513,,Annie Roth,,,annie@bakerstreetadvisors.com,,List import
10991858,Inactive Investor,Kendric Hughes,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",kendric.hughes@raymondjames.com,,Salesforce
10895918,Inactive Investor,Zachary Taylor,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11015429,Inactive Investor,Minnie Wong,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",minnie_wong@ml.com,,Salesforce
10860460,Inactive Investor,Jason Roberts,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 9821 Katy Fwy",jason.w.roberts@ampf.com,,Salesforce
10865202,Inactive Investor,Deborah Johnson,,"First Horizon Advisors, Inc. Germantown TN 7640 Poplar",dcjohnson@ftbadvisors.com,,Salesforce
11051360,Inactive Investor,Edward Schnepf,,Henley & Company LLC,,,Salesforce
11013239,Inactive Investor,Torrin Polk,,PFS Investments Inc. Houston TX 3200 Wilcrest Dr,tpolk@primerica.com,,Salesforce
10920956,Inactive Investor,Emily Peters,,LPL Financial LLC Raleigh NC 3701 Lake Boone Trl,emily.peters@lpl.com,,Salesforce
10943390,Inactive Investor,Charles Enamorado Cabrera,,"Wells Fargo Clearing Services, LLC Miami FL 1700 NW 87th Ave",charles.enamorado@wellsfargo.com,,Salesforce
343942,,Peter Bortel,Managing Member,"Bortel Investment Management, Llc",pbortel@bim1.net,253-858-7866,Manual List Upload
11132431,Inactive Investor,Jennifer Van Daley,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10617895,,William Gomolinski,,,william.gomolinski@ml.com,,List Import
204527,,Kenneth Whitehead,,[Unknown],kjwhite1026@gmail.com,,
10948742,Inactive Investor,Annie Cao,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rowland Heights CA 1501 Nogales St",annie.cao@ml.com,,Salesforce
10799458,Inactive Investor,Kaye Hayes,,PFS Investments Inc. Paris IL 804 Grandview St,kaye.hayes@primerica.com,,Salesforce
11089016,Inactive Investor,Michael Rouse,,"First Command Brokerage Services, Inc.",marouse@firstcommand.com,,Salesforce
10643950,,Jean Smith,,,jean.smith@guggenheimfunds.com,,List Import
11154067,Inactive Investor,Frank Waugh,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",frank.waugh@schwab.com,,Salesforce
9583594,,Gregg Abella,,,gabella@investmentpartners.com,,List import
2815160,,Jason Davis,,,gandhrealestate@yahoo.com,,
10845651,Inactive Investor,Peter Signor,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Clara CA 1111 Washington St",peter.signor@wellsfargo.com,,Salesforce
10998785,Inactive Investor,Abigail Robinson,Financial Professional,"Equitable Advisors, LLC Cincinnati OH 4000 Smith Rd",abigail.buchs@equitable.com,,Salesforce
11146138,Inactive Investor,Charles Lewis,Chief Compliance Officer;Partner;Portfolio Manager,Lewis Capital Management Naples FL 400 Charleswood Ln,,,Salesforce
11081426,Inactive Investor,Lynn Walstad,,MWA Financial Services Inc. Platte SD 700 Main Ave,lynn.j.walstad@mwarep.org,,Salesforce
10918100,Inactive Investor,Theresa Carmagnola,,Cetera Advisor Networks LLC Fairfield NJ Private Residence,,,Salesforce
10885569,Inactive Investor,Mamadou-Abou Sarr,Chief Executive Officer;Manager;Member;President,V-Square Quantitative Management Chicago IL 875 N Michigan Ave,,,Salesforce
9542933,,Reynald John,,,darkside312@gmail.com,,List import
9620464,,Charkes Mills,,,thereal.bradmills@gmail.com,,List import
11137857,Inactive Investor,Brian Donelon,Financial Advisor,Edward Jones Saint Louis MO 130 E Lockwood Ave,brian.donelon@edwardjones.com,,Salesforce
337022,,Evan Morgan,Manager,Radcliff Management Llc,evan@radcliffcompanies.com,212-858-0448,Manual List Upload
9572799,,Derek Zucco,,,derek.zucco@surveyor-capital.com,,List import
10865308,Inactive Investor,Aundre Venters,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,aundre.venters@fidelity.com,,Salesforce
11193418,Inactive Investor,Fredrick Troendle,Financial Advisor,Focus Financial Saint Charles MN 949 Whitewater Ave,ftroendle@focusfinancial.com,,Salesforce
11037339,Inactive Investor,Laura Abels,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",laura.g.abels@ml.com,,Salesforce
77160,,Toni Belli,,United States,tonibelli11@gmail.com,,
11098203,Inactive Investor,Peter Quackenbush,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,squackenbush@rockco.com,,Salesforce
11041752,Inactive Investor,Shpetim Berbati,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10802301,Inactive Investor,Adam Heaton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,adam.heaton@fidelity.com,,Salesforce
11177516,Inactive Investor,Suzette Carrier,Investment Manager;Operations Manager,"JP Wealth Management, Inc.",suzette@jpwm.com,,Salesforce
9596360,,Cameron Turner,,,cturner@jm2capital.com,,List import
11217036,,Michael Foster,,,mfoster@nb.com,,Other
9551955,,Logan Hemphill,,,logan.hemphill@maverickcap.com,,List import
11060128,Inactive Investor,David Salazar,Chief Compliance Officer;Founder;Managing Member;Wealth Management Advisor,"Armis Financial, LLC",david@armisfinancial.com,,Salesforce
10851378,Inactive Investor,Barbara Larkin,,"Allstate Financial Services, LLC La Verne CA 2210 Foothill Blvd",blarkin@allstate.com,,Salesforce
11033803,Inactive Investor,Wesley Skarpness,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
9552331,,Tobias Buschmann,,,t.buschmann@me.com,,List import
10779259,Inactive Investor,Jennifer Graff,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
10971956,Inactive Investor,Kenneth Nunley,,"FBL Marketing Services, LLC Tooele UT 210 Millpond",kenneth.nunley@fblfinancial.com,,Salesforce
10351341,,Scott Ahroni,,,scott.ahroni@gmail.com,,List Import
10924374,Inactive Investor,Dimitrios Georgakopoulos,,"Packerland Brokerage Services, Inc. Westwood MA 384 Washington St",dimitrios_georgakopoulos@packerlandbrokerage.com,,Salesforce
10993936,Inactive Investor,Matthew Norton,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9643036,,t tt,,,traktuomis@gmail.com,,List import
9583731,,Charisse Haislop,,,charisse.e.haislop@huntington.com,,List import
10847339,Inactive Investor,Alan Nygren,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,alan.nygren@fidelity.com,,Salesforce
11068140,Inactive Investor,Mark Giordano,Associate Financial Advisor,"Ameriprise Financial Services, LLC Valhalla NY 100 Summit Lake Dr",mark.p.giordano@ampf.com,,Salesforce
11179347,Inactive Investor,David Beaty,,GWN Securities Inc. Cedar Falls IA 2302 W 1st St,dbeaty@gwnsecurities.com,,Salesforce
11065506,,PAULO ALMEIDA,,,cubabr@hotmail.com,,Web Form Fillout
9544758,,Glenda Santizo,,,glenda.santizo@yahoo.com,,List import
11236548,Inactive Investor,Ryan Quinn,Wealth Advisor,"The Mather Group, LLC",r.quinn@themathergroup.com,,Salesforce
10919951,Inactive Investor,Ryan Butsavich,Financial Advisor,Edward Jones Milford MI 800 N Milford Rd,ryan.butsavich@edwardjones.com,,Salesforce
228247,, -,,[[Unknown]],rainedale02@gmail.com,,Direct
11069632,Inactive Investor,David Wampler,,"Moloney Securities Co., Inc. Kerrville TX 222 Sidney Baker St S",dwampler@moseco.com,,Salesforce
11026003,Inactive Investor,Logan Hamrick,,"MML Investors Services, LLC Tallahassee FL 259 John Knox Rd",,,Salesforce
163298,,Oleh Ishchenko,,[Unknown],otherishchenko@gmail.com,,
10875383,Inactive Investor,Rochelle Levy,Chief Compliance Officer;Investment Advisor,"City National Securities, Inc. New York NY 400 Park Ave",rochelle.levy@cnb.com,,Salesforce
101387,,alejandro villegas,,n/a,titanicpacking@gmail.com,954-328-7871,
11088386,Inactive Investor,Christine McCoy,Financial Advisor,Edward Jones Prior Lake MN 4719 Park Nicollet Ave SE,christy.mccoy@edwardjones.com,,Salesforce
11093730,Inactive Investor,John Lomax,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Bel Air MD 115 N Main St",john.lomax@stifel.com,,Salesforce
10531816,,Vincent Matrisciano,MD,Colgate Group,vincentm@colgategroup.us,2127399249,List Import
10840436,Inactive Investor,Robert Wolchuk,,Sigma Financial Corporation Chicago IL 6650 N Northwest Hwy,,,Salesforce
339001,,John Goff,Chairman,Crescent Real Estate Llc,jgoff@goffcp.com,817-321-2100,Manual List Upload
10873610,Inactive Investor,Hugh Owens,,Cetera Advisor Networks LLC Chipley FL 1378 N Railroad Ave,,,Salesforce
352805,,Libby Glaser,Investment Advisor,"Iowa Wealth Management, Llc",libby@iowawealth.com,515-225-1924,Manual List Upload
11119438,Inactive Investor,Lance Cornelius,,State Farm VP Management Corp. Shenandoah IA 1009 S Fremont St,lancecornelius@statefarm.com,,Salesforce
10911955,Inactive Investor,James Van Diest,,"Osaic Wealth, Inc. Webster City IA 522 2nd St",,,Salesforce
221000,,Mike Brady,,[Unknown],michael.brady02@gmail.com,,
1987960,,Alison Roth,,[Unknown],ali.roth@marinerplatform.com,,
11082864,Inactive Investor,Amy Villarreal,,"Avantax Investment Services, Inc. Baytown TX 2707 W Baker Rd",amy.villarreal@avantax.com,,Salesforce
11182072,Inactive Investor,Seth Goldberg,Managing Director,United Capital Financial Advisors Scottsdale AZ 16427 N Scottsdale Rd,seth.goldberg@gs.com,,Salesforce
10971233,Inactive Investor,Wade Hartman,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,wade_hartman@vanguard.com,,Salesforce
10821173,Inactive Investor,Phillip Gribbons,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 6550 N Federal Hwy",phillip.gribbons@raymondjames.com,,Salesforce
10856924,Inactive Investor,Max Guenther,Financial Advisor,Edward Jones Floyds Knobs IN 3620 Paoli Pike,max.guenther@edwardjones.com,,Salesforce
10861738,Inactive Investor,Alfred McNevin,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
192259,,Gene Diederich,,"Moneta Group Investment Advisors, Llc",diederich@monetagroup.com,(314) 726-2300,
10957987,Inactive Investor,Autra McKinstry,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,autra.mckinstry@jpmorgan.com,,Salesforce
11083497,Inactive Investor,Justin Bortner,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 3302 Mallard Cove Ln",justin.bortner@nm.com,,Salesforce
11183837,Inactive Investor,Jay Collins,,Fidelity Brokerage Services LLC,,,Salesforce
10837115,Inactive Investor,Brian Lauer,,MWA Financial Services Inc. Waterford WI 228C N Milwaukee St,brian.d.lauer@mwarep.org,,Salesforce
10986894,Inactive Investor,Guohua Li,,J.P. Morgan Securities LLC Daly City CA 326 Gellert Blvd,guohua.li@jpmorgan.com,,Salesforce
239850,,Charlie Murray,COO,Xnumia Fund,charlie@xnumia.com,,Event
10987368,Inactive Investor,Max Goepel,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10525544,,scott boyd,,,scottboyd.md@gmail.com,,Web Form Fillout
11101246,Inactive Investor,Caroline Kline,Financial Advisor,Morgan Stanley Allentown PA 515 Hamilton St,caroline.kline@morganstanley.com,,Salesforce
9634191,,Mark Shoichet,,,markelliott1@comcast.net,,List import
10970975,Inactive Investor,Mary Grayle Camacho,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,mcamacho.7ymvm@primerica.com,,Salesforce
11004008,Inactive Investor,Kathleen Walsh,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kathleen_walsh@vanguard.com,,Salesforce
10921207,Inactive Investor,Brendan Collins,Financial Advisor,LPL Financial LLC Irvine CA 300 Spectrum Center Dr,brendan.collins@lpl.com,,Salesforce
46292,,Larry Vandeventer,,"LaSalle St. Investment Advisors, L.L.C.",lvandeventer@lasallest.com,,
227834,, -,,[[Unknown]],auronnessa458@gmail.com,,
9591955,,Napadon Srirut,,,napadonsrirut@gmail.com,,List import
10808471,Inactive Investor,Russell Peterson,Financial Consultant;Member;Partner;Wealth Consultant,"IAG Wealth Partners, LLC",rpeterson@iagwealthpartners.com,,Salesforce
11194743,Inactive Investor,Joseph Eades,,"Capital Investment Group, Inc. Easley SC 110 W 1st Ave",reades@capital-invest.com,,Salesforce
10836410,Inactive Investor,Allen Builder,President,Builder Investment Group Atlanta GA 520 Kenbrook Dr,abuilder@big-inc.com,,Salesforce
11133994,Inactive Investor,Joseph Hladik,Regional Vice President,"Equitable Advisors, LLC Oklahoma City OK 4801 Gaillardia Pkwy",joseph.hladik@equitable.com,,Salesforce
11126816,Inactive Investor,Adam Duff,,Innovation Partners LLC,aduff@innovationpartnersllc.com,,Salesforce
10879274,Inactive Investor,Marcus Gavino,Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,marcus.j.gavino@jpmorgan.com,,Salesforce
371268,,mark kinsella,,[[Unknown]],markwkinsella@gmail.com,,Initial Salesforce Import
10795343,Inactive Investor,Samuel Myhre,Financial Advisor,"Wells Fargo Clearing Services, LLC Lincoln NE 6003 Old Cheney Rd",sam.myhre@wellsfargoadvisors.com,,Salesforce
10910162,Inactive Investor,Juan Sonzini,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,juan.sonzini@morganstanley.com,,Salesforce
9571953,,Paul Houldsworth,,,thehouldsworths@gmail.com,,List import
11260656,Inactive Investor,Timothy Hebert,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
11209717,Inactive Investor,David Goodman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.goodman@fmr.com,,Salesforce
10990575,Inactive Investor,Garret Campbell,Financial Consultant,Thrivent Investment Management Inc. Santee CA 9510 Cuyamaca St,garret.campbell@thrivent.com,,Salesforce
11113507,Inactive Investor,Michael Bryan,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sun Prairie WI 2311 Windsor St",mike.bryan@usbank.com,,Salesforce
11193905,Inactive Investor,Shaun Flegal,Vice President,Morgan Stanley New York NY 1 New York Plz,shaun.flegal@morganstanley.com,,Salesforce
11191174,Inactive Investor,Samantha Alewine,Client Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,salewine@rockco.com,,Salesforce
9597941,,Raymond Belles,,,rbelles@bkd.com,,List import
10996448,Inactive Investor,Joxavier Jackson,Personal Banker,"Wells Fargo Clearing Services, LLC Atlanta GA 3235 Peachtree Rd NE",joxavier.jackson@wellsfargo.com,,Salesforce
10975264,Inactive Investor,Jeremy Kovacevich,Director - Business Development;Partner;Senior Wealth Advisor,"HoyleCohen, LLC",jeremy.kovacevich@hoylecohen.com,,Salesforce
10879139,Inactive Investor,Matthew Beery,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",matthew.beery@ml.com,,Salesforce
11059184,Inactive Investor,Trevor Lewis,,"Heim, Young & Associates, Inc. Saint Louis MO 633 Norfolk Dr",,,Salesforce
9587313,,Bryce Peters,,,bryce@blackcranecap.com,,List import
10611440,,Fran Scharf,Financial Advisor,,fran.scharf@raymondjames.com,,List Import
10988115,Inactive Investor,Todd Roberts,Financial Advisor,"Ameriprise Financial Services, LLC Lake Worth FL 7570 S Federal Hwy",todd.roberts@ampf.com,,Salesforce
11126863,Inactive Investor,James Moore,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",jim.moore@rbc.com,,Salesforce
11254891,Inactive Investor,James Ferrin,Financial Advisor,"Shilanski & Associates, Inc.",james@shilanski.com,,Salesforce
10928900,Inactive Investor,Teresa Esposito,,LPL Financial LLC Bakersfield CA 5301 Office Park Dr,teresa.m.esposito@lpl.com,,Salesforce
9545959,,Philip Wisener,,,philipwisener@aol.com,,List import
10881796,Inactive Investor,Thomas Lydon,,"Avantax Investment Services, Inc. Rockville MD 9401 Key West Ave",,,Salesforce
220552,,Beverly Fuller,,[Unknown],beverlyfuller@me.com,,
11157107,Inactive Investor,Michael Mummert,,"Allstate Financial Services, LLC York PA 1826 N Susquehanna Trl",michaelmummert@allstate.com,,Salesforce
11065247,Inactive Investor,FERNANDO ERENETA,,"Raymond James Financial Services, Inc. Warrenville IL 4200 Cantera Dr",fernando.ereneta@raymondjames.com,,Salesforce
10915189,Inactive Investor,John Holman,Chief Compliance Officer;Owner;President,Holman Wealth Management,,,Salesforce
10944952,Inactive Investor,Joel Okuniewski,,"Allstate Financial Services, LLC Mountain Top PA 136 N Mountain Blvd",joelokuniewski@allstate.com,,Salesforce
10656963,,Omasan Etuwewe,,,omasan.etuwewe@chase.com,,List Import
10614734,,Olga Pereira,Financial Advisor,,olga.pereira@morganstanley.com,,List Import
10991907,Inactive Investor,Patricia Davies,Financial Advisor,"Maryland Financial Group, Inc. Frederick MD 50 Citizens Way",,,Salesforce
9636770,,Tobanext Tobanext,,,tobanext.tobanext@tobam.fr,,List import
9599121,,Galen Moore,,,galen@wealthgatetrust.com,,List import
10769447,Inactive Investor,Thomas Foley,,"Kestra Investment Services, LLC Fairfax VA 4025 Williamsburg Ct",,,Salesforce
10967673,Inactive Investor,Joseph Hewitt,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joseph.hewitt@jpmorgan.com,,Salesforce
10908295,Inactive Investor,Nicolas Zalles,Chief Investment Officer,Welcy Capital Advisors LLC,,,Salesforce
194949,,Adnan gumus,,[Unknown],adnangumus01@gmail.com,,source
11105901,Inactive Investor,Lori O'neil,,Park Avenue Securities LLC Lake Oswego OR 5 Centerpointe Dr,lori_oneil@glic.com,,Salesforce
10855975,Inactive Investor,Roger Markle,President,"RGM Financial Group, Inc. Orlando FL 5912 Lakeville Rd",,,Salesforce
10966676,Inactive Investor,Amber Yamamoto,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",amber.yamamoto@ampf.com,,Salesforce
10917788,Inactive Investor,Devin Hughes,Chief Compliance Officer;Investment Advisor;Manager;Managing Member,"Hughes Capital Management, LLC",devin@hughescapitalmanagement.com,,Salesforce
9620235,,Woohyun Chun,,,wchun26@gmail.com,,List import
9597441,,Scott Keegan,,,skeegan@carsoninstitutional.com,,List import
372808,,Christine Thompson,,United States,cethompson1118@yahoo.vom,,source
10612924,,Joshua Stratton,Financial Advisor,,joshua.stratton@lpl.com,,List Import
11088132,Inactive Investor,Mitchell Grushen,Senior Wealth Advisor,"Mission Wealth Management, LP Los Angeles CA 2029 Century Park E",,,Salesforce
11133112,Inactive Investor,Jordan Kanter,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
10816973,Inactive Investor,Molly McMillen Miles,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Grand Haven MI 1 S Harbor Dr",milesm@stifel.com,,Salesforce
9601357,,Louis Rieger,,,lgr@greenwichinvestmentmgt.com,,List import
10867478,Inactive Investor,Timothy Fabek,,PFS Investments Inc. Youngstown OH 5437 Mahoning Ave,timothy.fabek@primerica.com,,Salesforce
373589,,Michael Ho,,[Unknown],18@1318.com.sg,,source
10767452,Inactive Investor,Paul Cloutier,,"Osaic Institutions, Inc. Swansea MA 330 Swansea Mall Dr",,,Salesforce
11219432,,Linda Hoard,,,linda.hoard@tpfg.com,,Other
11154593,Inactive Investor,John Quien,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,johnquien@statefarm.com,,Salesforce
11297643,Inactive Investor,Lewis Young,,"CWM, LLC",lyoung@carsongroup.com,402-330-0808,Salesforce
10882868,Inactive Investor,Michael Dopazo,Managing Partner,Strategic Wealth Solutions LLC,,,Salesforce
11127333,Inactive Investor,Daniel Makosky,,Reid & Rudiger LLC New York NY 55 Broad St,,,Salesforce
10824835,Inactive Investor,Linda Wenker,Financial Advisor,"Western International Securities, Inc. Campbell CA 900 E Hamilton Ave",lwenker@wisdirect.com,,Salesforce
9570364,,Paul Muret,,,muretp@hdvest.com,,List import
9620549,,Adam Henderson,,,adamhendohenderson@gmail.com,,List import
11035358,Inactive Investor,Joshua Funsch,,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",josh.funsch@hantzgroup.com,,Salesforce
9585791,,Nikolas Kamarados,,,nikolas.kamarados@prudential.com,,List import
229831,, -,,[[Unknown]],shixianjin@me.com,,Organic Search
5133377,,har nad,,,gowagat249@invodua.com,,Web Form Fillout
11036392,Inactive Investor,Patricia Nicole Young,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9576615,,Curt Podd,,,cjpodd@gmail.com,,List import
9612681,,Thomas Napholz,,,tnapholz@allstate.com,,List import
10884662,Inactive Investor,Bradley Barrett,Managing Director,"One Capital Management, LLC",bbarrett@onecapital.com,,Salesforce
10943350,Inactive Investor,Eric Corbeg,Financial Advisor,LPL Financial LLC Waukesha WI N19W24075 Riverwood Dr,eric.corbeg@lpl.com,,Salesforce
10819477,Inactive Investor,Charles Provow,Principal,"M Holdings Securities, Inc. Murfreesboro TN 315 Robert Rose Dr",charles.provow@mfin.com,,Salesforce
10846319,Inactive Investor,Rod Cushing,,Kovack Securities Inc. Salt Lake City UT Private Residence,rod@kovacksecurities.com,,Salesforce
11166736,Inactive Investor,Justin Devilbiss,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11230984,Inactive Investor,Marlin Musser,,LPL Financial LLC Ephrata PA 360 N Reading Rd,,,Salesforce
11198653,Inactive Investor,Ginny Neal,Chief Executive Officer;Founder;Manager,"Springtru, LLC",,,Salesforce
10931582,Inactive Investor,Dario Saintus,Chief Executive Officer;Managing Director,Acribus Capital LLC Dallas TX 12001 N Central Expy,dsaintus@portraitfinancialllc.com,,Salesforce
9550252,,Moshe Sarfaty,,,msarfaty@murchinsonltd.com,,List import
10906190,Inactive Investor,Rylan Devalois,Financial Advisor,"Nations Financial Group, Inc. Iowa City IA 404 E College St",,,Salesforce
10618010,,Dragos Stoicescu,,,dragos.stoicescu@ml.com,,List Import
11043861,Inactive Investor,Ryan Fisher,Investment Advisor,J.P. Morgan Securities LLC Rancho Cordova CA 11200 Gold Express Dr,ryan.x.fisher@jpmorgan.com,,Salesforce
11005985,Inactive Investor,Ward Irish,Wealth Advisor,"Buckingham Strategic Wealth, LLC Grand Ledge MI 11973 Sweetwater Dr",wjirish@buckinghamgroup.com,,Salesforce
11044170,Inactive Investor,Ronald Etie,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11154917,Inactive Investor,Christopher Alfaro Flores,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10939382,Inactive Investor,Ethan Fischel,Financial Advisor,LPL Financial LLC Newport OR 1007 SW Bayley St,ethan.fischel@lpl.com,,Salesforce
11051015,Inactive Investor,Kelly Furlong,Owner,"Furlong Investment Solutions, LLC",kelly@furlonginvestments.com,,Salesforce
11024929,Inactive Investor,Robert Wirthwein,Financial Planning Associate,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",robert.wirthwein@nm.com,,Salesforce
10825913,Inactive Investor,William Johnston,,Cetera Advisor Networks LLC Webster City IA 505 2nd St,johnstonw@ceteranetworks.com,,Salesforce
10833884,Inactive Investor,Joshua Faaborg,Practice Developer,Thrivent Investment Management Inc. Belmond IA 248 E Main St,,,Salesforce
11020949,Inactive Investor,Daniel Shipley,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,morgan.shipley.klla@statefarm.com,,Salesforce
11205048,Inactive Investor,Jody Raymond,,"Pruco Securities, LLC. Canonsburg PA 161 Waterdam Rd",jody.raymond@prudential.com,,Salesforce
11174703,Inactive Investor,Valerie Pate,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11129004,Inactive Investor,Annice Fisher,,"GLP Investment Services, LLC",,,Salesforce
11151123,Inactive Investor,Charles Sanford,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",andy.sanford@ampf.com,,Salesforce
10759520,Inactive Investor,Terrie Rudolph,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",terrie_rudolph@ml.com,,Salesforce
10659764,,Brandon Tucek,,,btucek@primerica.com,,List Import
10873780,Inactive Investor,Michael Schumacher,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",michael.a.schumacher@ampf.com,,Salesforce
9572088,,Callum Schora,,,schoracallum@yahoo.com,,List import
11073196,Inactive Investor,Eric Walters,Founder;Investment Advisor Representative;Managing Member;Managing Partner,"Summit Hill Wealth Management, LLC Greenwood Village CO 5619 DTC Pkwy",ewalters@summithillwealth.com,,Salesforce
236884,, -,,[[Unknown]],maria318@gmail.com,,
11203636,Inactive Investor,David Martin,,Fidelity Brokerage Services LLC,,,Salesforce
11084131,Inactive Investor,John Delahaye,Financial Advisor,Morgan Stanley Orinda CA 2 Theatre Sq,john.delahaye@morganstanley.com,,Salesforce
11127839,Inactive Investor,Lorenzo Lemise,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lorenzo_lemise@vanguard.com,,Salesforce
10604428,,Kevin Shelton,Financial Planner,"Pruco Securities, LLC.",kevin.shelton@prudential.com,800-201-6690,List Import
11060170,Inactive Investor,Amanda Moorman,Financial Advisor;First Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,amanda.moorman@morganstanley.com,,Salesforce
10852068,Inactive Investor,Howard Scherr,Financial Planner,"Osaic FA, Inc. Baltimore MD 1425 Patapsco St",scott.scherr@lfg.com,,Salesforce
11228860,Inactive Investor,Judah Medina Reininger,,J.P. Morgan Securities LLC Santa Barbara CA 1302 State St,judah.medina-reininger@jpmorgan.com,,Salesforce
9541509,,Richard DeChaineau,,,rickdechaineau@gmail.com,,List import
11130954,Inactive Investor,Augustine Sahr,,Fidelity Brokerage Services LLC,,,Salesforce
10971890,Inactive Investor,Katherine Angert,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,katherine.angert@jpmorgan.com,,Salesforce
11106014,Inactive Investor,Thomas Regenski,Financial Advisor,Edward Jones Hawley PA 2591 Rte 6,tom.regenski@edwardjones.com,,Salesforce
9570457,,John Lin,,,lynette.loh@tilde.sg,,List import
9571912,,Eric Leal,,,eric.leal@usaa.com,,List import
11229544,Inactive Investor,James Makowski,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",,,Salesforce
11071756,Inactive Investor,Deborah Sipes,,"Cambridge Investment Research, Inc. Buffalo NY 300 International Dr",,,Salesforce
9576380,,Michael Knittel,,,michaelknittel62@gmail.com,,List import
10993792,Inactive Investor,Airlangga Wiragalih,,J.P. Morgan Securities LLC Boston MA 280 Huntington Ave,,,Salesforce
10788230,Inactive Investor,Christopher Tischner,,Fidelity Brokerage Services LLC Lexington KY 161 Lexington Green Cir,christopher.tischner@fidelity.com,,Salesforce
11113223,Inactive Investor,Helen Mccall,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,,,Salesforce
9590654,,Chris Myong,,,chrismyong@gmail.com,,List import
10825508,Inactive Investor,Karen Burt,,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",karen.burt@raymondjames.com,,Salesforce
11121018,Inactive Investor,Tyler Troiano,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Warwick RI 900 Bald Hill Rd",tyler.troiano@ml.com,,Salesforce
11198195,Inactive Investor,G-Woon Choe,Shareholder,Kera Capital Partners,,,Salesforce
10918604,Inactive Investor,Vincent Van Doorn,Chief Compliance Officer;Chief Executive Officer;Portfolio Manager;President,i-Cthru Inc. Sint Maarten Private Residence,vincent@i-cthru.com,,Salesforce
10758309,Inactive Investor,Peter Ross,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Montvale NJ 200 Market St,pross@janney.com,,Salesforce
10871183,Inactive Investor,Amanda Ross,,Goldman Sachs & Co.,,,Salesforce
3062862,,Abdulrehman Abdulrehman,,,rehmans1123@gmail.comr,,
10789555,Inactive Investor,Glenn Epting,Financial Advisor,Edward Jones Westerville OH 111 Westerville Plz,glenn.epting@edwardjones.com,,Salesforce
9569631,,Benjamin Swomley,,,ben.swomley@citadel.com,,List import
11203337,Inactive Investor,Robert Maher,Chief Compliance Officer;Chief Executive Officer;Founder,Virgil Wealth Advisory,,,Salesforce
10755710,Inactive Investor,Howard Hunt,Financial Advisor,Edward Jones Johnson City TN 4018 N Roan St,howard.hunt@edwardjones.com,,Salesforce
233213,, -,,[[Unknown]],vfw123_99@yahoo.com,,Organic Search
11128815,Inactive Investor,Danton Marriott,,PFS Investments Inc. Lodi NJ 89 US Hwy 46 W,dmarriott@primerica.com,,Salesforce
337510,,Michael Musuraca,"Strategic Advisor, Esg, Labour",Blue Wolf Capital Partners Llc,mike@bluewolfcapital.com,212-488-1340,Manual List Upload
238423,,david.workman@lpl.com Workman,,LPL Financial,david.workman@lpl.com,,
241726,,Christian Stangier,,[Unknown],christian@stangier.email,,Direct
11184301,Inactive Investor,Edgar Asatryan,,"Allstate Financial Services, LLC Canoga Park CA 22151 Sherman Way",edgarasatryan@allstate.com,,Salesforce
10895414,Inactive Investor,Brian Henning,Financial Advisor,Edward Jones Fernandina Beach FL 95766 Amelia Concourse,brian.henning@edwardjones.com,,Salesforce
10894703,Inactive Investor,Catherine Buckley,,"Raymond James Financial Services, Inc. Bohemia NY 640 Johnson Ave",cathy.buckley@raymondjames.com,,Salesforce
10775166,Inactive Investor,Richard Soper,Investment Executive,LPL Financial LLC Bremerton WA 6651 State Hwy 303 NE,rick.soper@lpl.com,,Salesforce
11007318,Inactive Investor,Raymond Goskowski,,Park Avenue Securities LLC New Haven CT 555 Long Wharf Dr,,,Salesforce
10960761,Inactive Investor,Brian Popiel,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11197252,Inactive Investor,Joseph Schulz,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",joseph.i.schulz@nm.com,,Salesforce
10944297,Inactive Investor,Courtney Rogers,,State Farm VP Management Corp. Beaverton OR 10029 SW Nimbus Ave,courtneyrogers@statefarm.com,,Salesforce
10903833,Inactive Investor,Lance Keesling,Chief Compliance Officer;Managing Partner,"Indy Advisors, LLC.",,,Salesforce
10815368,Inactive Investor,Jacob Lorang,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Havre MT 125 3rd Ave,jlorang@dadco.com,,Salesforce
11160936,Inactive Investor,Robert Tubridy,Financial Advisor;Partner,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,,,Salesforce
9599103,,Apo Erza,,,gerswiss@gmail.com,,List import
9543033,,David Gaßner,,,dg@sfcm.de,,List import
11017271,Inactive Investor,Nathan Epping,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",nathan.epping@ml.com,,Salesforce
9619789,,ni sa,,,nr.sander@gmail.com,,List import
10847354,Inactive Investor,Andrew Falla,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9589600,,martin c bean,,,trimart5311@gmail.com,,List import
9580404,,Henry Molloy,,,hmolloy@heinzgam.com,,List import
11045834,Inactive Investor,John Morrissey,,"HighTower Securities, LLC",jmorrissey@hightoweradvisors.com,,Salesforce
11062858,Inactive Investor,Richard Siefert,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
342665,,Martyn Bott,Head Of Finance,Schroders Capital Management (us) Inc.,martyn.bott@adveq.com,121-248-85330,Manual List Upload
9555189,,Kenneth Meister,,,kmeister@evanstoncap.com,,List Import
11151508,Inactive Investor,Caleb Augustt,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",caleb.augustt@ml.com,,Salesforce
11042564,Inactive Investor,Kristen Waggoner,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tulsa OK 2005 E 21st St",kristen.lierly@schwab.com,,Salesforce
10835395,Inactive Investor,Christopher Hill,,Colliers Securities LLC,christopher.hill@colliers.com,,Salesforce
11238103,Inactive Investor,Farah Alam,,"Plancorp, LLC",farah.alam@plancorp.com,,Salesforce
10606426,,Stephen Beninati,"Financial Advisor, First Vice President, Senior Portfolio Manager","RBC Capital Markets, LLC",stephen.beninati@rbc.com,212-703-6063,List Import
10755143,Inactive Investor,Stephanie Meeks,Client Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,stephanie.koppmeeks@ubs.com,,Salesforce
351430,,Erica Patrick,Executive Assistant,"Amberjack Capital Partners, L.p.",erica@intervalecapital.com,281-605-3900,Manual List Upload
11100086,Inactive Investor,Eric Owen,,"Osaic Wealth, Inc. Midlothian VA 6500 Harbour View Ct",,,Salesforce
10991609,Inactive Investor,Brittaney Leigh,,SECU Brokerage Services High Point NC 10309 N Main St,brittaney.leigh@ncsecu.org,,Salesforce
209504,,Chris Pollard,,[Unknown],redtan@pm.me,,
9572220,,Alexander Litwora,,,litwora.dan@principal.com,,List import
337247,,Maurice Medina,,[Unknown],independentone@icloud.com,,source
10969043,Inactive Investor,Ieshia Hall,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10967479,Inactive Investor,Jonathon Vickery,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathon_vickery@vanguard.com,,Salesforce
10868661,Inactive Investor,Amanda Silkwood,,LPL Financial LLC Englewood CO 385 Inverness Pkwy,amanda.silkwood@lpl.com,,Salesforce
10646203,,John Hiles,,,christian.hiles@morganstanley.com,,List Import
1001727,Inactive Investor,Dorothy Weaver,"Co-Founder, Principal, Chairman & CEO",Collins Capital Investments,dcweaver@collinscap.com, +1 305 666 3319,
10981437,Inactive Investor,Mark Houtz,,"Raymond James Financial Services, Inc. Ephrata PA 108 N Reading Rd",mark.houtz@raymondjames.com,,Salesforce
9636339,,Gene Chang,,,gchang@himalayacapital.com,,List import
10823679,Inactive Investor,Fatima Munoz Huerta,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",fatima.munoz@ml.com,,Salesforce
10891986,Inactive Investor,Richard Gallacher,,LPL Financial LLC Salt Lake City UT 111 S Main St,rick.gallacher@lpl.com,,Salesforce
10659303,,Laurie Cull,,,laurie.cull@morganstanley.com,,List Import
1002790,Inactive Investor,Bartholomew Earley,"Managing Director,Research & Partner",Manchester Capital Management LLC,bearley@mcmllc.com, +1 802 362 4410,Manual List Upload
11035972,Inactive Investor,Christopher Edwards,,J.P. Morgan Securities LLC Tampa FL 11650 Countryway Blvd,christopher.s.edwards@chase.com,,Salesforce
11001127,Inactive Investor,Mari Gallegos,,"Raymond James Financial Services, Inc. Bonita Springs FL 27299 Riverview Center Blvd",mari.gallegos@raymondjames.com,,Salesforce
11074615,Inactive Investor,Brian Schwalbach,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mitchell KY 300 Buttermilk Pike",brian_schwalbach@ml.com,,Salesforce
11212798,Inactive Investor,Mark Alford,,J.P. Morgan Securities LLC Lakeland FL 4820 S Florida Ave,mark.alford@jpmorgan.com,,Salesforce
10878197,Inactive Investor,Arti Thakkar,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,arti.thakkar@jpmorgan.com,,Salesforce
11217665,,Nathan Stading,,,nate.stading@lpl.com,,List Import
10773273,Inactive Investor,Paul Covington,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",paul.covington@ml.com,,Salesforce
10848695,Inactive Investor,Mary Yoder,,"Osaic Wealth, Inc. Knoxville TN 9729 Cogdill Rd",,,Salesforce
10828725,Inactive Investor,Helen Eglentowicz,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",helen.eglentowicz@ml.com,,Salesforce
10796639,Inactive Investor,Naushad Virji,Chief Executive Officer;Portfolio Manager,"ShariaPortfolio, Inc.",naushad@shariaportfolio.com,,Salesforce
10930101,Inactive Investor,Scott Stanley,Financial Advisor,LPL Financial LLC San Rafael CA 1579 Lincoln Ave,scott.stanley@lpl.com,,Salesforce
10924503,Inactive Investor,Heather Verity,,"Farmers Financial Solutions, LLC McKinney TX 3900 S Stonebridge Dr",hverity@farmersagent.com,,Salesforce
240531,,DiBiasio Rick,,LPL Financial,rick.dibiasio@lpl.com,,Event
10991327,Inactive Investor,Tucker Kunzeman,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",tucker.kunzeman@nm.com,,Salesforce
11080383,Inactive Investor,Ian Hamilton,Senior Wealth Strategy Associate,UBS Financial Services Inc. Denver CO 205 Detroit St,ian.hamilton@ubs.com,,Salesforce
11186108,Inactive Investor,Rebecca Meyers,,LPL Financial LLC Seattle WA 19439 1st Ave S,beckie.meyers@lpl.com,,Salesforce
10967909,Inactive Investor,Jackson Keran,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jackson_keran@vanguard.com,,Salesforce
370918,,Robert Bolt,,United States,robertcbolt@gmail.com,,Salesforce
9570848,,G Fransen,,,gfransen@massmutual.com,,List import
11035860,Inactive Investor,Stefanie Starling,Financial Advisor,LPL Financial LLC Macclenny FL 1168 S 6th St,stefanie.starling@lpl.com,,Salesforce
9582552,,Yos N,,,yoshuanorza@gmail.com,,List import
194973,,Nima Hosseinifar,,[Unknown],nimahoseinifar@gmail.com,,source
9553433,,Bob Johnson,,,nickfin2014@gmail.com,,List import
10611383,,John Deleo,"Financial Advisor, Vice President",,john.deleo@ml.com,,List Import
11050143,Inactive Investor,Cindy Trosclair,,Park Avenue Securities LLC Metairie LA 3300 W Esplanade Ave S,cindy_trosclair@glic.com,,Salesforce
340839,,Tom Broderick,Partner,Moss Adams Wealth Advisors Llc,tom.broderick@mossadams.com,206-302-6500,Manual List Upload
199925,,Travis Melton,,[Unknown],tmelton@atsu.edu,,source
10789520,Inactive Investor,Ralitsa Delgado,Private Client Advisor,J.P. Morgan Securities LLC Hastings on Hudson NY 565 Warburton Ave,ralitsa.v.delgado@jpmorgan.com,,Salesforce
10954300,Inactive Investor,Scott Snyder,Chief Compliance Officer;Chief Executive Officer;Founder;President,Acadia Legacy Group,scott@acadialegacygroup.com,,Salesforce
11147601,Inactive Investor,Clayton Turner,,"CreativeOne Securities, LLC Overland Park KS 8900 Indian Creek Pkwy",,,Salesforce
10957926,Inactive Investor,Abigail Newcomb,,Vanguard Marketing Corporation,abigail_newcomb@vanguard.com,,Salesforce
9583800,,Stephen Fauer,,,sfauer@pcm-advisors.com,,List import
11148638,Inactive Investor,Federico Gitron-Beer,Financial Advisor;Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,federico.gitron@morganstanley.com,,Salesforce
11044380,Inactive Investor,David Daly,Financial Advisor,Edward Jones Arlington TX 3909 W Green Oaks Blvd,dave.daly@edwardjones.com,,Salesforce
11139009,Inactive Investor,Edmond McKone,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,edmond.mckone@lpl.com,,Salesforce
10855672,Inactive Investor,Paul Puro,,"Cambridge Investment Research, Inc. Holly MI 115 Battle Aly",,,Salesforce
11024876,Inactive Investor,Alexandra Moran,Financial Advisor;Portfolio Management Director,"Ameriprise Financial Services, LLC Orland Park IL 15255 S 94th Ave",alexandra.j.moran@ampf.com,,Salesforce
11161654,Inactive Investor,Adam Clay,,Morgan Stanley Baltimore MD 1300 Thames St,adam.clay@morganstanley.com,,Salesforce
9592636,,Peter Heumann,,,peterhdolphin@yahoo.com,,List import
10782694,Inactive Investor,Ezequiel Lazcano,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ezequiel.lazcano@jpmorgan.com,,Salesforce
9636528,,Richard Heelis,,,rheelis@pictet.com,,List import
11065870,Inactive Investor,Linda Rice,,PFS Investments Inc. Loveland CO 1616 W 16th St,lrice@primerica.com,,Salesforce
10974964,Inactive Investor,Stephanie Esposito,,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,,,Salesforce
190601,,George Viener,,United States,george@viener.com,,source
10861240,Inactive Investor,Colin Hartley,,Evercore Group L.L.C.,colin.hartley@evercore.com,,Salesforce
10805714,Inactive Investor,Stephen Raupp,Senior Financial Advisor,LPL Financial LLC Chatham IL 1140 Commercial Ct,stephen.raupp@lpl.com,,Salesforce
11105009,Inactive Investor,Frank Mercado,,"Allstate Financial Services, LLC Campbell CA 257 E Campbell Ave",frank.mercado@allstate.com,,Salesforce
10805494,Inactive Investor,Meredith Tabbone,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Chicago IL 303 E Wacker Dr",meredith.a.tabbone@ampf.com,,Salesforce
10979436,Inactive Investor,David Younis,,"Osaic Wealth, Inc. Rochester NY 150 State St",,,Salesforce
11060596,Inactive Investor,Brian Gowell,Chief Compliance Officer;Vice President,"Moody, Lynn, Lieberson & Walker, LLC",bgowell@moodylynn.com,,Salesforce
11142124,Inactive Investor,Maria Victoria Adlawan,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,madlawan@primerica.com,,Salesforce
11019280,Inactive Investor,Heather Zika,,Thrivent Investment Management Inc. Bloomsburg PA 417 W Main St,heather.zika@thrivent.com,,Salesforce
10964789,Inactive Investor,Daniel Raglin,,"Peak Brokerage Services, LLC",,,Salesforce
11001146,Inactive Investor,Sirak Tegbaru,,"Farmers Financial Solutions, LLC El Cerrito CA 10810 San Pablo Ave",stegbaru@farmersagent.com,,Salesforce
10935692,Inactive Investor,Brian Griffin,Chief Compliance Officer;Co-Founder;Regulatory Contact;Treasurer;Wealth Manager,Friday Financial,,,Salesforce
10776764,Inactive Investor,Anna Getzinger,Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Augusta GA 1 10th St",anna.getzinger@wellsfargoadvisors.com,,Salesforce
11061119,Inactive Investor,Lauren Reed,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",lauren.m.reed@ml.com,,Salesforce
240608,,Kushwaha Saurabh,,Barclays,saurabh.kushwaha@barclays.com,,Event
10618308,,Todd Bracy,,,todd.bracy@wellsfargoadvisors.com,,List Import
10894530,Inactive Investor,John Howells,Financial Professional,"Equitable Advisors, LLC Vista CA 3530 Camino de Las Lomas",john.howells@equitable.com,,Salesforce
10659871,,Yat Hong Leung,,,yat.hong.thomas.leung@citi.com,,List Import
11107652,Inactive Investor,Nathan Guy,Associate Director;Shareholder,Pathstone Potomac MD 12505 Park Potomac Ave,nguy@pathstone.com,,Salesforce
11099307,Inactive Investor,Theresa Bursey,Vice President,"Raymond James & Associates, Inc.",theresa.bursey@raymondjames.com,,Salesforce
229756,, -,,[[Unknown]],ffreedman13@gmail.comp,,
10879009,Inactive Investor,James Johnson,,"Cade Group, Inc.",james@truewealthstewards.com,,Salesforce
10906948,Inactive Investor,Aaron Byrd,President,Inkwell Capital Miami FL 3150 SW 38th Ave,aaron.byrd@inkwellcapital.com,,Salesforce
10838579,Inactive Investor,Donald Helwig,,PFS Investments Inc. Shoemakersville PA 10 Zions Church Rd,donald.helwig@primerica.com,,Salesforce
11185846,Inactive Investor,Swatantra Jain,Founder,"EMC Capital Management, LLC",,,Salesforce
10854885,Inactive Investor,Guy Corcoran,,Wedbush Securities Inc. New York NY 142 W 57th St,guy.corcoran@wedbush.com,,Salesforce
10932119,Inactive Investor,Ryan Neal,,LPL Financial LLC McKinney TX 119 W Virginia St,ryan.neal@lpl.com,,Salesforce
10616769,,Sean O'Shea,,,sean.oshea@lpl.com,,List Import
11090964,Inactive Investor,Michael Kanigher,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,michael.kanigher@ubs.com,,Salesforce
10910272,Inactive Investor,Matthew Hylland,Financial Advisor;Owner;Regulatory Contact,Arnold and Mote Wealth Management,matt@arnoldmote.com,,Salesforce
10813640,Inactive Investor,Scott Householder,Chief Executive Officer;Compliance Director;Founder;Regulatory Contact,Householder Group Estate & Retirement Specialists,dkresojevich@householdergroup.com,,Salesforce
10790317,Inactive Investor,Neil Nehring,Financial Advisor,Edward Jones Tipp City OH 1460 W Main St,neil.nehring@edwardjones.com,,Salesforce
129098,,John Shevlin,,"Wipfli Financial Advisors, Llc",jshevlin@wipflifinancial.com,(952) 896-3820,
9638878,,David Williams,,,david.williams@leics.gov.uk,,List import
10817687,Inactive Investor,Don Boyd,,"Calton & Associates, Inc. Amarillo TX 615 SW 8th Ave",dboyd@calton.com,,Salesforce
9550125,,Genevieve George,,,ggeorge@hbkswealth.com,,List import
10801636,Inactive Investor,Patrick Shields,Financial Advisor;Senior Vice President,Morgan Stanley Huntsville AL 305 Church St SW,patrick.shields@morganstanley.com,,Salesforce
238940,,Robert Christian Gajudo,,[Unknown],rcgajudo@gmail.com,,
10617960,,Wei Yang,,,wyang@financialguide.com,,List Import
11190927,Inactive Investor,Scott McEwen,Financial Advisor,LPL Financial LLC Wichita KS 3122 N Cypress St,scott.mcewen@lpl.com,,Salesforce
11011561,Inactive Investor,Marcus Mcginniss,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,marcus_mcginniss@vanguard.com,,Salesforce
9621028,,Zach Collin,,,zcollin88@gmail.com,,List import
10830645,Inactive Investor,Andrew Mac Laren,Financial Advisor,LPL Financial LLC Austin TX 9500 Arboretum Blvd,andrew.maclaren@lpl.com,,Salesforce
10877882,Inactive Investor,Steven Friese,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New Ulm MN 710 N Broadway St",frieses@stifel.com,,Salesforce
11181575,Inactive Investor,Andrew Perry,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",andrew.perry@wfadvisors.com,,Salesforce
9597103,,Westley King,,,wking@cfiemail.com,,List import
11230891,Inactive Investor,Lindsy Partridge,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",,,Salesforce
11061839,Inactive Investor,Laurence Riseling,,"Allstate Financial Services, LLC Dumas TX 201 E 19th St",,,Salesforce
9545178,,Marjorie Grace,,,mgrace@royalaa.com,,List import
9629117,,James Henry,,,jimmy1108075@gmail.com,,List import
11056857,Inactive Investor,Lindsay Davis,,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,lindsay.tagerman@ubs.com,,Salesforce
11156666,Inactive Investor,Mark Becker,,"Kestra Investment Services, LLC Sacramento CA 4765 J St",mbecker@nfp.com,,Salesforce
10977653,Inactive Investor,Patrick Murray,Associate Advisor,O'Brien Wealth Partners LLC,pmurray@obrienwp.com,,Salesforce
11163029,Inactive Investor,Ronald Vioni,Chief Compliance Officer;Managing Member;President,"Vioni Capital Management, LLC",,,Salesforce
208425,,Robert Chiodo,Self,Self,robertlchiodo@hotmail.com,,
11232181,Inactive Investor,Juan Garcia,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,,,Salesforce
10789330,Inactive Investor,William Davis,,"Pinnacle Capital Securities, LLC",,,Salesforce
11143907,Inactive Investor,Gary Davis,Financial Advisor,Edward Jones Clinton SC 100 Plaza Cir,gary.davis@edwardjones.com,,Salesforce
9599182,,Alison Roth,,,alison.roth@adviceperiod.com,,List import
5583156,,efren gutierrez,,407 S Missouri Ave,efren1964@gmail.com,5753170553,Web Form Fillout
10785572,Inactive Investor,Celeste Center,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",celeste.center@bofa.com,,Salesforce
11135023,Inactive Investor,Joseph Faragasso,Financial Representative,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",,,Salesforce
11231841,Inactive Investor,Garrett Klinger,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,,,Salesforce
10596161,,Jake Bossert,,,jake.bossert@fortuneadv.com,,Web Form Fillout
10868126,Inactive Investor,Mahir Desai,Financial Advisor;Managing Partner;Shareholder,"Macro Advisors, Inc.",mjdesai@macroadv.com,,Salesforce
9586733,,William Wade,,,pat_wade@cox.net,,List import
10932015,Inactive Investor,Tonya Carrien,,"Equity Services, Inc.",tcarrien@nationallife.com,,Salesforce
10995656,Inactive Investor,Krystian Negron,,Cetera Investment Services LLC Miami FL 2800 Ponce De Leon Blvd,,,Salesforce
10802313,Inactive Investor,Brian Probst,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 3101 Arden Way",bprobst@ml.com,,Salesforce
10644887,,David Evatz,,,devatz@stout.com,,List Import
10978058,Inactive Investor,Matthew Melgar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",matthew.melgar@ml.com,,Salesforce
11045504,Inactive Investor,Daniel Reber,Financial Advisor,Edward Jones Poulsbo WA 19980 10th Ave NE,dan.reber@edwardjones.com,,Salesforce
11065399,Inactive Investor,Richard Wheeler,Financial Advisor,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",richard.wheeler@tfaconnect.com,,Salesforce
9590131,,Sam Bainbridge,,,samjohnbainbridge@googlemail.com,,List import
10489921,,Jeffrey Hein,Managing Partner,H2R Group LLC,jeff@theh2rgroup.com,214-282-4347,List Import
10814481,Inactive Investor,Donna Negus,,Cetera Advisor Networks LLC Goodlettsville TN Private Residence,,,Salesforce
11165828,Inactive Investor,Taekyung Yoon,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annandale VA 7400 Little River Tpke",taekyung.yoon@ml.com,,Salesforce
11222048,,Anthony Petsis,,,tony@apetsis.com,,List Import
9548170,,Rex Mendoza,,,rmendo6473@yahoo.com,,List import
10647503,,Kevin Mitchell,,,kjm@lariatpartners.net,,List Import
9584173,,Jeffrey Bailey,,,jeffreybailey@financialguide.com,,List import
11079396,Inactive Investor,Geronal Hurdle,,Newbridge Securities Corporation,churdle@newbridgesecurities.com,,Salesforce
10614516,,Vincent Di Stefano,Financial Advisor,,vince.distefano@raymondjames.com,,List Import
9611164,,Sharon Tuccitto,,,sharon.tuccitto@schwab.com,,List import
10811933,Inactive Investor,Paul Baader,Financial Advisor,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",pbaader@financialguide.com,,Salesforce
10966143,Inactive Investor,Christopher Delos-Santos,,J.P. Morgan Securities LLC Irvine CA 4543 Campus Dr,christopher.c.delos-santos@jpmorgan.com,,Salesforce
9595725,,Mark Chang,,,m_chang@msn.com,,List import
10763637,Inactive Investor,Richard Linhart,Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Senior Portfolio Management Direc,Morgan Stanley New York NY 55 E 52nd St,richard.linhart@morganstanley.com,,Salesforce
11073376,Inactive Investor,Lyne Craig,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",lyne.craig@wellsfargoadvisors.com,,Salesforce
11206259,Inactive Investor,Glen Fullerton,,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,glen.fullerton@primerica.com,,Salesforce
10905338,Inactive Investor,Quincey Bernard,Wealth Consultant,AdamsBrown Wealth Consultants LLC Overland Park KS 10990 Quivira Rd,quincey.bernard@ml.com,,Salesforce
11152948,Inactive Investor,Mark Blubaugh,,LPL Financial LLC Plymouth IN 2113 N Michigan St,mark.blubaugh@lpl.com,,Salesforce
10615314,,Alan Rutchik,"Financial Advisor, Lending Specialist, Senior Vice President",,alan.rutchik@morganstanley.com,,List Import
8268835,,Gobind Ram Aggarwal,,,agarwal.govind1@gmail.com,,Web Form Fillout
11197818,Inactive Investor,Jana McGregor,,"Raymond James & Associates, Inc. Fort Collins CO 2950 E Harmony Rd",jana.mcgregor@raymondjames.com,,Salesforce
11013008,Inactive Investor,Jason Earl,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jason_earl@vanguard.com,,Salesforce
194754,,Alex Sarkissian,,[Unknown],alex@sixpine.com,,source
11042960,Inactive Investor,Jan Zwerver,,"Farmers Financial Solutions, LLC Flower Mound TX 3419 Cross Timbers Rd",jzwerver@farmersagent.com,,Salesforce
11188620,Inactive Investor,Ryan Dugan,Financial Services Professional,"MML Investors Services, LLC Lansing MI 4039 Legacy Pkwy",rdugan@financialguide.com,,Salesforce
11173277,Inactive Investor,Sandra McDearman,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",sandra.mcdearman@ml.com,,Salesforce
11120806,Inactive Investor,Fred Robinson,,J.P. Morgan Securities LLC Mandeville LA 3500 Hwy 190,fred.robinson@chase.com,,Salesforce
10425887,,Michael Spencer,,,mkjcspencer@verizon.net,,Web Form Fillout
11103393,Inactive Investor,Seth Repko,,"Avantax Investment Services, Inc. Bonita Springs FL Private Residence",,,Salesforce
10897180,Inactive Investor,Daniel Kenny,,Citigroup Global Markets Inc.,,,Salesforce
10807132,Inactive Investor,Christopher Guillen,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,christopher.guillen@morganstanley.com,,Salesforce
9565110,,D M,,,dmuranda237@gmail.com,,List import
10830690,Inactive Investor,Edward Ramolt,,Janney Montgomery Scott LLC,eramolt@janney.com,,Salesforce
10832257,Inactive Investor,Jules Axelrod,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Venice FL 871 Venetia Bay Blvd",jules.axelrod@ml.com,,Salesforce
10764566,Inactive Investor,Eileen Schempp,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",eileen_schempp@ml.com,,Salesforce
11020248,Inactive Investor,Lincoln Bach,Chief Compliance Officer;Wealth Advisor,"Delap Wealth Advisory, LLC",lbach@delapwa.com,,Salesforce
10817987,Inactive Investor,Michael Pazera,President,"Pazera Capital Management, Inc.",mike@pazera.com,,Salesforce
11088485,Inactive Investor,Braxton King,Financial Professional,"Equitable Advisors, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",braxton.king@equitable.com,,Salesforce
11141507,Inactive Investor,Georgios Moukas,,BBVA Securities Inc.,,,Salesforce
11092194,Inactive Investor,Fady Mansour,Portfolio Management Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,,,Salesforce
11018467,Inactive Investor,Bojana Dimcheska,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,dimcheska.bojana@chase.com,,Salesforce
10954765,Inactive Investor,Jesse Nazgiewicz,,Fidelity Brokerage Services LLC,,,Salesforce
10865622,Inactive Investor,Michael Jenny,Private Client Advisor,J.P. Morgan Securities LLC Los Angeles CA 2175 Colorado Blvd,michael.j.jenny@jpmorgan.com,,Salesforce
245308,,David Reynolds,Spearhead Administrative Svcs,Spearhead Administrative Svcs,dreynolds@spearheadllc.com,,Manual List Upload
10941470,Inactive Investor,Scott Nielson,Financial Advisor,Edward Jones Maryville MO 2412 S Main St,scott.nielson@edwardjones.com,,Salesforce
11150569,Inactive Investor,John Donius,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
11039156,Inactive Investor,Michael Daniel,,"Farmers Financial Solutions, LLC Sparks NV 4838 Sparks Blvd",mdaniel@farmersagent.com,,Salesforce
10916002,Inactive Investor,Lynne Whitehead,Senior Manager,"Raymond James & Associates, Inc.",lynne.abrahams@raymondjames.com,,Salesforce
9632260,,Chris Maggio,,,maggioc36@hotmail.com,,List import
10758003,Inactive Investor,Sharon Brand,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",sharon_brand@ml.com,,Salesforce
11179310,Inactive Investor,Scott Thomas,,"CapFinancial Securities, LLC. Sacramento CA 740 University Ave",,,Salesforce
203622,,Gary Wu,,Myself,thegarywu@gmail.com,9293076682,
10932428,Inactive Investor,David Guier,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tulsa OK 6060 S American Plaza St E",david.k.guier@wellsfargoadvisors.com,,Salesforce
11174688,Inactive Investor,Martin Kurtz,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naples FL 5295 Tamiami Trl N",martin.kurtz@schwab.com,,Salesforce
10808632,Inactive Investor,Drenzo Johnson,Registered Client Service Associate,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
9635307,,Bernadette Dempsey,,,bernadette@racm.us,,List import
9639898,,Andrew Aviles,,,andrew.aviles@morganstanleygraystone.com,,List import
11111460,Inactive Investor,Aaron Saperstein,,Deutsche Bank Securities Inc.,,,Salesforce
9559346,,Lauryn Weaver,,,lweaver@commonwealth.com,,List import
10943290,Inactive Investor,Kerry Monif,Financial Advisor,LPL Financial LLC Bellevue NE Private Residence,kerry.monif@lpl.com,,Salesforce
11153373,Inactive Investor,Eric Jordan,Wealth Management Advisor,"Gold Coast Securities, Inc. San Bernardino CA 225 W Hospitality Ln",ejordan@gcsec.com,,Salesforce
11140588,Inactive Investor,Eric Delagarza,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Watertown NY 215 Washington St,eric.delagarza@ubs.com,,Salesforce
11056831,Inactive Investor,Roya Moltaji,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",rmoltaji@financialguide.com,,Salesforce
9606505,,Robert Guerra,,,robert@guerrapanadvisors.com,,List import
11220199,,Bennett Greer,,,bennett.greer@claconnect.com,,Other
10616574,,Sijo Job,,,sijo.job@lpl.com,,List Import
11157638,Inactive Investor,Michael McManus,Senior Financial Advisor,LPL Financial LLC Charlotte NC Private Residence,kieran.mcmanus@lplfinancial.com,,Salesforce
5983450,,nyada bellez,,,pofisa4439@chnlog.com,,Web Form Fillout
11207012,Inactive Investor,Bradley Fugate,Chief Compliance Officer;Managing Director;Regulatory Contact,Blue Ridge Wealth Planners,brad@blueridgewealth.com,,Salesforce
9582879,,Dylan Roberts,,,greaser89@protonmail.com,,List import
11069337,Inactive Investor,Daniel Foxen,,"Apollon Financial, LLC Hinsdale IL 15 Spinning Wheel Rd",,,Salesforce
9575075,,Stephen Camilli,,,stephen.camilli@valic.com,,List import
9632821,,Ben Seidenstein,,,ben.seidenstein@gs.com,,List import
9565161,,Thomas Nilsson,,,tommynil@gmail.com,,List import
9577036,,Alessandro Mecle,,,alemecle@hotmail.com,,List import
10884184,Inactive Investor,Patrice O'Malley,,J.P. Morgan Securities LLC,patrice.m.omalley@jpmorgan.com,,Salesforce
372793,,ehsan rezvani,,Iran,ehsanrezvani85@gmail.com,,source
11036482,Inactive Investor,Joseph Pericht,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
9647392,,Richard Anthony,,,richard.critelli@53.com,,List import
10915913,Inactive Investor,Allen Beck,,Edward Jones Hutchinson KS 2409 N Main St,beck@edwardjones.com,,Salesforce
9642600,,David Sherman,,,suremanatr@yahoo.com,,List import
11160734,Inactive Investor,Heather Kennedy,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,heather_kennedy@vanguard.com,,Salesforce
10770406,Inactive Investor,Lynnae Atkinson,Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,lynnae.atkinson@jpmorgan.com,,Salesforce
9605487,,Ever Traveller,,,evertraveller@gmail.com,,List import
10881636,Inactive Investor,Charles Thomas Alvey,,G. A. Repple & Company Louisville KY 4350 Brownsboro Rd,charles-thomas@garepple.com,,Salesforce
189966,,Aaron Moore,,"Optimized Talent, LLC",ritchie.moore@hotmail.com,,
10758795,Inactive Investor,Susan Lahay,,Oppenheimer & Co. Inc. Sterling Heights MI 12900 Hall Rd,susan.lahay@opco.com,,Salesforce
184601,,Tyler Vanderbeek,"Investment Adviser Representative, CCO (04, 2019)",Keystone Wealth Advisors,tyler@keystone-wealth.com,435-713-4220,Manual List Upload
10938526,Inactive Investor,Stephen Mccue,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,shmccue@ft.newyorklife.com,,Salesforce
11153410,Inactive Investor,Denise Negron,,"Amerant Investments, Inc.",,,Salesforce
373671,,Prince Frank,,[Unknown],princefrank2017@yahoo.com,,source
11040181,Inactive Investor,Thomas Norris,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",thomas.norris@valic.com,,Salesforce
10616403,,Ledion Isufi,,,ledion.isufi@lpl.com,,List Import
9586490,,Brandon Covey,,,brandon.b.covey@suntrust.com,,List import
9640857,,Gys Ekker,,,gekker@orientacapital.com,,List import
9565395,,Jordan Gerlach,,,jhgerlach@gmail.com,,List import
10847631,Inactive Investor,Matthew Benson,Financial Professional,"MML Investors Services, LLC Brentwood TN 10 Cadillac Dr",mbenson@massmutual.com,,Salesforce
11172708,Inactive Investor,Jamison Moore,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",jamison.moore@nm.com,,Salesforce
9629592,,Pedro Juan Flores,,,pjf2020@protonmail.com,,List import
9618765,,Daryl Kost,,,daryl@pfmlp.com,,List import
374375,,Jeff Fong,,N/A,jeffrey.fong@gmail.com,4082210003,Google Natural Search
9564947,,Juhyoung Ra,,,rajuhyoung@gmail.com,,List import
11182647,Inactive Investor,Alonso Moran,,PFS Investments Inc. San Marcos CA 340 Rancheros Dr,alonso.moran@primerica.com,,Salesforce
11004815,Inactive Investor,Daniel Schwoegl,,"Fifth Third Securities, Inc. Pickerington OH 1010 Old Diley Rd",daniel.schwoegl@53.com,,Salesforce
11098621,Inactive Investor,John Mackie,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,jmackie@rwbaird.com,,Salesforce
9606598,,John Camele,,,camelej@outlook.com,,List import
10752512,Inactive Investor,Eric Benson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",eric.benson@rbc.com,,Salesforce
350130,,Steven Smith,Financial Advisor,"Creative Financial Solutions, LLC",steve@cfsplanning.com,304-302-0272,
11140308,Inactive Investor,Caleb Clayton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11176147,Inactive Investor,Nicholas Perry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",nicholas.perry@ml.com,,Salesforce
11149427,Inactive Investor,Thomas Rice,,"Osaic Wealth, Inc. Ridgeland MS 591 Northpark Dr",,,Salesforce
10931847,Inactive Investor,Ginny Dell,Managing Partner;Wealth Manager,Infinity Advisory Group,,,Salesforce
11065536,Inactive Investor,Eric Garcia,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,eric.garcia@primerica.com,,Salesforce
9540365,,Rehana Cole,,Lightning Capital,rehana@lightning.capital,,List Import
10938670,Inactive Investor,Niki Woodworth,Managing Partner,EverNest Financial Advisors,nwoodworth@evernestfa.com,,Salesforce
9604136,,VICTORIA KULBANSKA,,,victoria@bitwiseinvestments.com,,List import
11149011,Inactive Investor,Aiden Glancy,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,,,Salesforce
10785004,Inactive Investor,Robert Wolf,Financial Advisor,USA Financial Securities LLC Saint Joseph MI 728 Pleasant St,,,Salesforce
10967160,Inactive Investor,Darren Petty,President,Tucker Asset Management LLC,darren.petty@tuckeradvisors.com,,Salesforce
11186939,Inactive Investor,Jon Robb,,"Farmers Financial Solutions, LLC Libertyville IL 704 Florsheim Dr",,,Salesforce
243391,,Kathryn Rooney,Head of Research and Strategy,Bulltick,krooneyvera@gmail.com,,Manual List Upload
11007682,Inactive Investor,Cindy Berrios,,"Raymond James Financial Services, Inc. North Palm Beach FL 11770 Us Hwy 1",,,Salesforce
9605367,,Eric Thorne,,,ethorne@bmtc.com,,List import
220727,,Bismar Lopez,,[Unknown],bismarlc@gmail.com,,Direct
10767658,Inactive Investor,Ronald Barnes,,PFS Investments Inc. Chattanooga TN 6783 Lee Hwy,ronald.barnes@primerica.com,,Salesforce
10824057,Inactive Investor,William Canning,Chartered Financial Analyst;Financial Advisor;First Vice President;Senior Vice President - Wealth Management,Morgan Stanley Mystic CT 12 Coogan Blvd,william.canning@morganstanley.com,,Salesforce
9580254,,Joseph Brooks,,,joseph.brooks@validusholdings.com,,List import
10853259,Inactive Investor,Jeanne Pepper,Trustee,"Leisure Capital Management, Inc.",,,Salesforce
11084090,Inactive Investor,Scott Marburger,Financial Advisor,Edward Jones Mansfield TX 2421 Callender Rd,scott.marburger@edwardjones.com,,Salesforce
11167012,Inactive Investor,James Carleton,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,james.carleton@ubs.com,,Salesforce
9566406,,James Dipaola,,,jdipaola@sigmarep.com,,List import
11126693,Inactive Investor,Mary Conroy,Financial Consultant;Risk Management;Senior Specialist,"Charles Schwab & Co., Inc. Fort Liberty NC Private Residence",mary.conroy@schwab.com,,Salesforce
10862009,Inactive Investor,Scott Stevens,,NYLIFE Securities LLC Naperville IL Private Residence,sastevens@ft.newyorklife.com,,Salesforce
373129,,Michael Litwin,,[Unknown],mjlitwin@ameritech.net,,source
11179442,Inactive Investor,Justin Richards,Risk Officer,Morgan Stanley South Jordan UT 680 W 10000 S,justin.richards@morganstanley.com,,Salesforce
9547774,,Thomas Bulloch,,,thomas.bulloch@lfg.com,,List import
11144379,Inactive Investor,Christopher Moore,Managing Partner,"Simon Quick Advisors, LLC",chris.moore@masseyquick.com,,Salesforce
11063849,Inactive Investor,Patrice Jean-Philippe,,PFS Investments Inc. Lincoln RI 1525 Old Louisquisset Pike,pjean-philippe@primerica.com,,Salesforce
11064489,Inactive Investor,Edmund Speck,,LPL Financial LLC Minneapolis MN 7625 Metro Blvd,ed.speck@lpl.com,,Salesforce
10620111,,Penelope Johns-Thompsen,,,pjohns@wintrustwealth.com,,List Import
11069256,Inactive Investor,Greg D'Esposito,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
9628125,,Daniel Clark,,,skydoc@centurytel.net,,List import
9601271,,Marcel Quiroga,,,marcel@tqmwealthpartners.com,,List import
11235403,Inactive Investor,Melissa Latifi,Financial Advisor,Berger Financial Group Sun City West AZ 13517 W Camino Del Sol,mlatifi@bergerfinancialgroup.com,,Salesforce
10831273,Inactive Investor,Steven Rustik,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,srustik@dadco.com,,Salesforce
10924346,Inactive Investor,Stephen Zuber,,"Raymond James Financial Services, Inc. Tamaqua PA 107 E Broad St",stephen.zuber@raymondjames.com,,Salesforce
47520,,Lorie Schappert,Vice President,"AdviceOne Advisory Services, LLC",lschappert@adviceonellc.com,860-659-4900,
88808,,Douglas Ambrose,,Lincoln Financial Advisors Corporation,douglas.ambrose@lfg.com,216-591-2354,
10926028,Inactive Investor,Laura Markoff,Vice President,"Wells Fargo Advisors Financial Network, LLC Potomac MD 12435 Park Potomac Ave",laura.markoff@wfafinet.com,,Salesforce
11201573,Inactive Investor,Joseph Sinopoli,Chief Compliance Officer;Member;Vice President,"Sinopoli & Sinopoli Financial Services, LLC",,,Salesforce
9624786,,Douglas Chan,,,douglas168hk@gmail.com,,List import
10617898,,Robert O'Neill,,,robert.s.oneill@ml.com,,List Import
350438,,Joshua Brown,Senior Vice President,Paulson & Co. Inc.,joshua.brown@paulsonco.com,1-212-956-2221,Initial Salesforce Import
11122713,Inactive Investor,Jennifer Jedda,,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",,,Salesforce
10969505,Inactive Investor,Yosr El Gharbi Valle,,"Wells Fargo Clearing Services, LLC Rowlett TX 2601 Lakeview Pkwy",,,Salesforce
10618559,,John Ruddy,,,john_e_ruddy@ml.com,,List Import
9645700,,tim pool,,,resolute27@protonmail.com,,List import
229701,, -,,[[Unknown]],maximuslrm@gmail.com,,
11077700,Inactive Investor,Michael Westra,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mike.westra@schwab.com,,Salesforce
11235257,Inactive Investor,Andres Bonell,Senior Financial Advisor;Vice President,"Bryn Mawr Capital Management, LLC Boca Raton FL 980 N Federal Hwy",,,Salesforce
10662297,,Vito Della Polla,,,vito.dellapolla@fmr.com,,List Import
11167636,Inactive Investor,Sachiko Yagi,,"Transamerica Financial Advisors, Inc Anaheim CA 300 S Harbor Blvd",sachiko.yagi@tfaconnect.com,,Salesforce
232058,, -,,[[Unknown]],nytedu0953@gmail.com,,
11234394,Inactive Investor,Alexander Gow,Analyst;Client Associate,Rockefeller Financial LLC,agow@rockco.com,,Salesforce
11231046,Inactive Investor,Michael Doty,,LPL Financial LLC Tucson AZ 1980 E River Rd,,,Salesforce
10979905,Inactive Investor,Judy Rudnick,Compliance Advisor,"Osaic FA, Inc. Hartford CT 350 Church St",judy.rudnick@lfg.com,,Salesforce
9584633,,John Jordan,,,johnjordan@financialguide.com,,List import
11046833,Inactive Investor,Steven Baumhoff,,"U.S. Bancorp Advisors, LLC San Francisco CA 350 California St",steven.baumhoff@uboc.com,,Salesforce
10820926,Inactive Investor,Evan Lieberman,Chief Compliance Officer;Senior Vice President;Vice President,GeoWealth Management LLC,evan.lieberman@geowealth.com,,Salesforce
11162246,Inactive Investor,Tyler Sauer,,Fidelity Brokerage Services LLC,,,Salesforce
9549915,,Jeremy Banker,,,jbanker@unicomcapital.com,,List import
10901723,Inactive Investor,Charles Cummings,Client Service Associate,Morgan Stanley Lexington KY 444 E Main St,,,Salesforce
339464,,Mike Goumas,,Fidelity,mike.goumas@fmr.com,6033403199,
10976896,Inactive Investor,Ashley Oliva,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
4435961,,Mona Na,,,mona@gml.com,,Web Form Fillout
10812359,Inactive Investor,Robert Smith,,Emerson Equity LLC Newberg OR 22210 NE Sunnycrest Rd,,,Salesforce
11181429,Inactive Investor,Morgan Bowerman,,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",,,Salesforce
11057868,Inactive Investor,Jacob Cortes,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10841168,Inactive Investor,Matthew Sangalli,Associate Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Columbus OH 100 W Old Wilson Bridge Rd",matthew.sangalli@ampf.com,,Salesforce
11095776,Inactive Investor,Allen Berg,Managing Member;Regulatory Contact,"Waveland Family Office, LLC",,,Salesforce
9629943,,Nikko Wheeler,,,wheelernikko@gmail.com,,List import
10892840,Inactive Investor,Elizabeth Whitteberry,,"J.W. Cole Financial, Inc. Colleyville TX Private Residence",,,Salesforce
11142141,Inactive Investor,Thomas Fuller,,Cetera Advisors LLC Nashville TN Private Residence,thomas.fuller@ceteraadvisors.com,,Salesforce
9582882,,? ?,,,1003645652@qq.com,,List import
10838764,Inactive Investor,Jeffrey Engel,,"Ceros Financial Services, Inc. New York NY Private Residence",jengel@cerosfs.com,,Salesforce
10813004,Inactive Investor,Assumpta Kiang,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",assumpta_kiang@ml.com,,Salesforce
11125988,Inactive Investor,James Davis,Private Wealth Advisor;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,james.w.davis@morganstanley.com,,Salesforce
11037668,Inactive Investor,Wade Rineman,,"Empower Financial Services, Inc Dubuque IA Private Residence",wade.rineman@empower.com,,Salesforce
10940724,Inactive Investor,Amy VanMeter,,"Kestra Investment Services, LLC Fort Wayne IN 7635 W Jefferson Blvd",,,Salesforce
9541392,,Laurel Stitzhal,,,laurel@fullcircleenvironmental.com,,List import
9615811,,Amber Roberts,,,amber@fullyvested.com,,List import
10763837,Inactive Investor,Henry Cooperman,Financial Advisor;Senior Vice President,Morgan Stanley Ridgefield CT 90 Grove St,henry.cooperman@morganstanley.com,,Salesforce
338116,,Mike Mcclelland,"Director, Retirement Plans","Harvest Investment Services, Llc",mmcclelland@harvestinvestmentservices.com,630-613-9230,Manual List Upload
10821928,Inactive Investor,Russell LaPoint,Wealth Advisor,Thrivent Investment Management Inc. Rice Lake WI 2902 S Wisconsin Ave,russell.lapoint@thrivent.com,,Salesforce
11115866,Inactive Investor,Michael Ciaccio,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
10764171,Inactive Investor,Jeffrey Wagner,Branch Manager,LPL Financial LLC Chesapeake VA 505 Independence Pkwy,jeff.wagner@lpl.com,,Salesforce
11195471,Inactive Investor,Satish Dharwadkar,Chief Compliance Officer;Managing Member;President,"MangoTree Capital, LLC Tampa FL 3030 N Rocky Point Dr W",sdharwadkar@mangotreecapital.com,,Salesforce
10818722,Inactive Investor,Kathleen Short,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
9576265,,Craig Lodge,,,craiglodge@wundernet.com,,List import
10960974,Inactive Investor,Ziqi Wong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",,,Salesforce
11170874,Inactive Investor,Luis Carrizosa,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",luis.carrizosa@ml.com,,Salesforce
10912969,Inactive Investor,Peter Augustin,Wealth Advisor,"Dakota Wealth, LLC Akron OH 275 Springside Dr",paugustin@dakotawm.com,,Salesforce
73796,,Brandon Langley,"Chief Compliance Officer, Founding Partner, Managing Member",Blueprint Investment Partners LLC,brandon.langley@blueprintinv.com,336-609-7522,
11111101,Inactive Investor,Peter Burton,Principal;Senior Advisor,Burton Enright Welch Walnut Creek CA 1333 N California Blvd,peterburton@burtonenright.com,,Salesforce
11054788,Inactive Investor,Taylor Hansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10949789,Inactive Investor,Joshua Allen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10775740,Inactive Investor,Mark Little,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,mark.little@fidelity.com,,Salesforce
70,,,,,mattjones250@netzero.com,,
10941225,Inactive Investor,Rachna Asrani,,Fidelity Brokerage Services LLC,,,Salesforce
10900029,Inactive Investor,Radia Hunter,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 12626 High Bluff Dr",radia.bencheikh@ampf.com,,Salesforce
10923177,Inactive Investor,Kelsey Varty,Financial Advisor,"Ameriprise Financial Services, LLC Detroit Lakes MN 1135 Washington Ave",kelsey.varty@ampf.com,,Salesforce
10798500,Inactive Investor,Thomas Vaccaro,Financial Advisor,Edward Jones Bourbonnais IL 761 Main St NW,tom.vaccaro@edwardjones.com,,Salesforce
344538,,John Spears,Member Of Management Committee,"Tweedy, Browne Company Llc",jspears@tweedy.com,203-703-0600,Manual List Upload
11044858,Inactive Investor,Paul Stanley,Member,"Granite Bay Wealth Management, LLC",pstanley@granitebaywm.com,,Salesforce
10644490,,Timothy Carroll,,,tcarroll@mfs.com,,List Import
373084,,Tyler Lang,,[Unknown],tyler@journeyadvisory.group,,source
11006576,Inactive Investor,Marion Smith,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11183494,Inactive Investor,James Brown,Division Leader,PFS Investments Inc. Overland Park KS 8500 W 110th St,,,Salesforce
10905033,Inactive Investor,Brian Witherby,Financial Advisor,"W&S Brokerage Services, Inc. Cincinnati OH 3860 Race Rd",brian.witherby@wslife.com,,Salesforce
11124553,Inactive Investor,Kirk Quaschnick,,NYLIFE Securities LLC Frisco TX 14111 King Rd,kquaschnick@ft.newyorklife.com,,Salesforce
10836619,Inactive Investor,Wayne Fourman,,"CFD Investments, Inc. Greenville OH 425 Memorial Dr",wayne.fourman@cfdinvestments.com,,Salesforce
9592220,,Charles Foss,,,cfoss@corewealthadvisorsinc.com,,List import
9545900,,Kasyap Seethamraju,,,kseeth@yahoo.com,,List import
11037599,Inactive Investor,Christopher Huntowski,,State Farm VP Management Corp.,,,Salesforce
371308,,r kl,investor,none,ohrats99@gmail.com,,Event
10995290,Inactive Investor,Adam Rajter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",adam.rajter@ml.com,,Salesforce
11003306,Inactive Investor,Laura Pray,,"Allstate Financial Services, LLC Manhattan KS 409 Poyntz Ave",,,Salesforce
10779218,Inactive Investor,Claudia Martin,,Maxim Group LLC Woodbury NY 100 Crossways Park Dr W,cmartin@maximgrp.com,,Salesforce
11297052,Inactive Investor,Kit Prestridge,,"Wealthview Capital, LLC",kprestridge@wealthviewcapital.com,601-981-4040,Salesforce
10770682,Inactive Investor,Nina McCoy,Portfolio Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,nina.mccoy@morganstanley.com,,Salesforce
10970026,Inactive Investor,Amudha Balasubramanian,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
46674,,Richard Krombach,"Financial Consultant, Lead Financial Consultant",Thrivent Investment Management Inc.,rick.krombach@thrivent.com,614-626-5553,
11193079,Inactive Investor,Andrew Adams,Wealth Management Advisor,"Alera Investment Advisors, LLC Chicago IL 410 N Michigan Ave",andrew.adams@aleragroup.com,,Salesforce
10647090,,John Warren,,,jwarren@williamblair.com,,List Import
10831127,Inactive Investor,Keith Richardson,Regional Vice President,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,keith.richardson@primerica.com,,Salesforce
10832818,Inactive Investor,Casey Carlson,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10771427,Inactive Investor,Alan Lovi,Head - Investments;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alan.j.lovi@jpmorgan.com,,Salesforce
10617092,,Thomas Plummer,,,tplummer@ampf.com,,List Import
10998686,Inactive Investor,Maria Duncan,,PFS Investments Inc. Hialeah FL 3462 W 84th St,maria.duncan@primerica.com,,Salesforce
9542413,,Shushank Soni,,,shushanksoniaiims@gmail.com,,List import
9602511,,Ryan Snyder,,,rsnyder@metlife.com,,List import
11113445,Inactive Investor,Steven Banaletti,Financial Advisor,LPL Financial LLC Higganum CT Private Residence,steven.banaletti@lpl.com,,Salesforce
11223068,,Kevin Astry,,,kastry@hbkswealth.com,,List Import
11067508,Inactive Investor,Evan Heiner,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10882932,Inactive Investor,Sean McAllister,,"Cadaret, Grant & Co., Inc. Cobleskill NY 2457 State Rte 7",smcallister@ae.cadaretgrant.com,,Salesforce
11187265,Inactive Investor,Richard Prybyl,Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,richard.prybyl@morganstanley.com,,Salesforce
11086393,Inactive Investor,Kyle Briggs,Vice President,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,kyle.briggs@jpmorgan.com,,Salesforce
9585710,,Howard Rothman,"Chief Executive Officer, Manager","Vision Investment Advisors, LLC",hrothman@advicewithvision.com,203-388-2700,List import
9591290,,Anditya Anditya,,,anditya27@gmail.com,,List import
11019183,Inactive Investor,Jaime Wong Wen,,J.P. Morgan Securities LLC Brooklyn NY 5101 4th Ave,jaime.wong-wen@jpmorgan.com,,Salesforce
11074437,Inactive Investor,Jeremy Hawkins,Financial Advisor;Investment Advisor,"CUSO Financial Services, L.P. Vancouver WA 108 Grand Blvd",,,Salesforce
10648158,,Kaili Purviance,,,kaili@kingstonecp.com,,List Import
11045955,Inactive Investor,Ashley Brence,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",ashley.brence@frostbank.com,,Salesforce
237190,,Luis -,,Luis [[Unknown]],lmmassive@yahoo.com,,
342606,,Randall Kam,Trustee,"L.j. Brey, Inc.",randall.kam@ljbreyinc.com,808-526-2644,Manual List Upload
10908556,Inactive Investor,Conrad Banspach,,"Cambridge Investment Research, Inc. Saint Petersburg FL 112 44th Ave N",,,Salesforce
10434118,,Michael Creedon,,,michael@starcb.com,,Web Form Fillout
11128359,Inactive Investor,Richard Korengold,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",rkorengold@mesirowfinancial.com,,Salesforce
10813735,Inactive Investor,William Higgins,Financial Advisor,"Ameriprise Financial Services, LLC De Pere WI 721 Main Ave",william.t.higgins@ampf.com,,Salesforce
9577469,,r m,,,ricardo6tb@gmail.com,,List import
11043419,Inactive Investor,Kevin Murphy,Wealth Advisor,Commonwealth Financial Network Ann Arbor MI 3053 Miller Rd,kmurphy@commonwealth.com,,Salesforce
9575013,,Grant Butson,,,grant.butson@lpl.com,,List import
244393,,Jack Hills,Chief Investment Officer,Icono Capital,jack@iconocapital.com,15855041616,Manual List Upload
10962689,Inactive Investor,Janet Marshall,,Edward Jones Dothan AL 137 N Saint Andrews St,janet.marshall@edwardjones.com,,Salesforce
11165990,Inactive Investor,Ranus Williams,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,rwilliams.jr@primerica.com,,Salesforce
10969529,Inactive Investor,Kurt Reyes-Cedo,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
11213133,Inactive Investor,Jeffrey Dunkle,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,jeffreydunkle.team@fidelity.com,,Salesforce
9607695,,Ioan-Iustin Vadana,,,iustin.vadana@gmail.com,,List import
9557114,,Travis Kania,,,tkania@calton.com,,List import
10859197,Inactive Investor,John Deegan,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,john.deegan@morganstanley.com,,Salesforce
10950401,Inactive Investor,Keith Peyser,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,,,Salesforce
10889712,Inactive Investor,Shannon Poynter,,Fidelity Brokerage Services LLC,shannon.poynter@fidelity.com,,Salesforce
11145893,Inactive Investor,Patricia Robinson,,PFS Investments Inc. Union NJ 1767 Morris Ave,patriciarobinson@primerica.com,,Salesforce
171577,,Ann Chittenden,,[Unknown],anndc1@gmail.com,,Content
10907368,Inactive Investor,John Scanlon,,Cetera Advisor Networks LLC Villa Park IL 160 S Myrtle Ave,jscanlon@ceteranetworks.com,,Salesforce
11039657,Inactive Investor,John Ross,,"Kestra Investment Services, LLC Springfield IL 2609 Montega Dr",,,Salesforce
10757647,Inactive Investor,Gary Sampson,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Bakersfield CA 5401 California Ave",gary.sampson@wellsfargo.com,,Salesforce
11036179,Inactive Investor,Edward Berra,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",eberra@tiaa-cref.org,,Salesforce
170937,,Istvan Jocsak,,[Unknown],jocsakisti@gmail.com,,
11170269,Inactive Investor,Craig Harris,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",craig_r_harris@ml.com,,Salesforce
11231617,Inactive Investor,Lance Stanchel-Skyler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",,,Salesforce
10860516,Inactive Investor,Amber Wallis,Chief Compliance Officer;Investment Advisor Representative,"Heritage Financial Solutions, LLC",,,Salesforce
10897472,Inactive Investor,Alejandro Vallejo,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",alejandro.vallejo@ml.com,,Salesforce
10837805,Inactive Investor,Richard Galen,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,richard.galen@hilltopsecurities.com,,Salesforce
11025650,Inactive Investor,Bridget Mchugh,,"Allstate Financial Services, LLC",,,Salesforce
3740443,,Isadora Solon,,,ativosboms@gmail.com,,Web Form Fillout
10849865,Inactive Investor,Christopher Long,Owner,Long Financial Planning Chicago IL 1286 N Milwaukee Ave,chris@longfinancialplanning.com,,Salesforce
10858136,Inactive Investor,Douglas McCulloch,Financial Advisor,"Ameriprise Financial Services, LLC Williamsport PA 407 W Southern Ave",doug.mcculloch@ampf.com,,Salesforce
42580,,Mark Koch,Financial Consultant,Thrivent Investment Management Inc.,mark.koch@thrivent.com,,
212589,,David Page,Financial Advisor,LPL Financial,david.page@lpl.com,,Advertising
10942524,Inactive Investor,Laura Kerr,,LPL Financial LLC Spring TX 21 Waterway Ave,laura.kerr@lpl.com,,Salesforce
228128,, -,,[[Unknown]],ellieward57@gmail.com,,
197172,,Eric Wilson,,"Hightower Advisors, Llc",ewilson@hightoweradvisors.com,(203) 348-1000,
10761254,Inactive Investor,Thomas Magee,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,tom.magee@fmr.com,,Salesforce
10957545,Inactive Investor,Jonathan Lord,,"OneAmerica Securities, Inc.",jonathan.lord@oneamerica.com,,Salesforce
11127294,Inactive Investor,Diane Graca,Financial Advisor,"Osaic Wealth, Inc. Attleboro MA 155 N Main St",,,Salesforce
10958398,Inactive Investor,Jameson Moore,,J.P. Morgan Securities LLC Louisville KY 12016 Shelbyville Rd,jameson.g.moore@jpmorgan.com,,Salesforce
10982500,Inactive Investor,Ciera Wieczorkowski,,J.P. Morgan Securities LLC Mishawaka IN 5315 N Main St,ciera.l.wieczorkowski@jpmorgan.com,,Salesforce
10869137,Inactive Investor,Andrew Marcus,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",andrew.marcus@ml.com,,Salesforce
9555068,,Bob Billiam,,,wbk2104@columbia.edu,,List import
11219535,,Phillip Curtis,,,patrick.curtis@lpl.com,,Other
11151842,Inactive Investor,David Kathman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mitchell KY 300 Buttermilk Pike",david.kathman@ml.com,,Salesforce
334940,,David Costello,Partner,Tanager Wealth Management,dcostello@tanagerwealth.com,020-396-56330,Manual List Upload
11062940,Inactive Investor,Scott Butler,,Stonex Securities Inc. Nazareth PA 25 E Center St,scott.butler@saswealth.com,,Salesforce
9640865,,Martin P?hland,,,martin.poehland@win.ch,,List import
10778649,Inactive Investor,Joann Weingartz,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",joann.weingartz@wellsfargoadvisors.com,,Salesforce
221443,,myriam ghazi,,[Unknown],mghazi@mac.com,,
9607490,,Tim Hussar,,,tim@whartonhillia.com,,List import
10916340,Inactive Investor,Jessica Naber,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10777159,Inactive Investor,Christine Ostapiak,,Cetera Advisors LLC Parsippany NJ 50 Parsippany Rd,christy.ostapiak@ceteraadvisors.com,,Salesforce
9578891,,Scott Demaagd,,,scott.demaagd@ctfa.com,,List import
10645317,,Adam O'Connor,,,adam.oconnor@williamblair.com,,List Import
11234148,Inactive Investor,Kirby Ososki,,"Kestra Investment Services, LLC Lutherville Timonium MD 16 Greenmeadow Dr",,,Salesforce
11005341,Inactive Investor,Stephen Rice,,"Allstate Financial Services, LLC Easley SC 6606 Calhoun Memorial Hwy",srice@allstate.com,,Salesforce
6747287,,Clarkson Alfred,,,kicaga5083@ngopy.comv,,Web Form Fillout
158085,,S G,,[Unknown],sng2cz@virginia.edu,,Organic Search
11043048,Inactive Investor,Salvador Salazar,Financial Advisor,Edward Jones Fort Stockton TX 104 E 1st St,sal.salazar@edwardjones.com,,Salesforce
10977198,Inactive Investor,Richard Failoo-Velasquez,,"Wells Fargo Clearing Services, LLC East Hartford CT 18 Main St",,,Salesforce
11080566,Inactive Investor,Lee Sells,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
166978,,Tim May,,[Unknown],tim@hartforthmill.co.uk,,
11121046,Inactive Investor,Bhakti Kothary,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,bhakti.kothary@gs.com,,Salesforce
11013671,Inactive Investor,Lucas Toone,,"Stifel, Nicolaus & Company, Incorporated",toonel@stifel.com,,Salesforce
9618153,,Jonathan Philpot,,,jphilpot@bamfunds.com,,List import
11221764,,James Clifford,,,james.clifford@firsthorizon.com,,List Import
11052172,Inactive Investor,Randall Harris,,"First Command Brokerage Services, Inc. Layton UT 2307 N Hill Field Rd",rwharris@firstcommand.com,,Salesforce
11053484,Inactive Investor,Scott Jackson,Chief Investment Officer,"Ravenwood Capital Management, LLC",,,Salesforce
10595993,,Joseph Wilder,,,joseph.wilder@lpl.com,901-763-6363,Web Form Fillout
10960537,Inactive Investor,Lydia Palmer,Financial Representative,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,lydia_palmer@glic.com,,Salesforce
10902891,Inactive Investor,Christian Thomas,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",thomasch@stifel.com,,Salesforce
11066354,Inactive Investor,Michael Weichbrodt,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,michael.weichbrodt@morganstanley.com,,Salesforce
11100240,Inactive Investor,Victoria Morales,,"Ameriprise Financial Services, LLC Baytown TX 2830 N FM 565 Rd",victoria.morales@ampf.com,,Salesforce
10892098,Inactive Investor,Alexandra Sexton,,Edward Jones Deltona FL 2783 Elkcam Blvd,alexandra.sexton@edwardjones.com,,Salesforce
10888677,Inactive Investor,Robert Lowney,,"Avantax Investment Services, Inc. Hadley MA Private Residence",,,Salesforce
337892,,Gregory Cleare,"Director, CFO",Holowesko Partners Ltd.,gcleare@holoweskofunds.com,242-362-7800,Manual List Upload
10938184,Inactive Investor,Ann Kerr,Field Supervision Director,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,ann.kerr@edwardjones.com,,Salesforce
9627788,,Nelson Bernardo,,,nebernardo2903@gmail.com,,List import
9625340,,Benjamin Arnold,,,ben.r.arnold@gmail.com,,List import
11192953,Inactive Investor,David Marulli,Financial Advisor,Morgan Stanley Rochester NY 300 Linden Oaks,david.marulli@morganstanley.com,,Salesforce
11161645,Inactive Investor,Patrick Ogara,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,patrick_ogara@glic.com,,Salesforce
174969,,Frank Spencer,Supervisor,[Unknown],fgspencer@aol.com, +1 856 428 1650,Database Upload
11013064,Inactive Investor,Michael Telesco,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
9583025,,George Scouras,,,gscouras@gmail.com,,List import
10766180,Inactive Investor,Heather Da Cunha,Client Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",heather.dacunha@rbc.com,,Salesforce
10773118,Inactive Investor,Hongmin Lu,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Senior Portfolio Manager;Senior Vice Pr,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,hongmin.lu@morganstanley.com,,Salesforce
11049594,Inactive Investor,Julianne Erhart Graves,President;Regulatory Contact,"Worley Erhart-Graves Financial Advisors, Inc.",juli@wefinancialadvisors.com,,Salesforce
10848041,Inactive Investor,Benn Feltheimer,,"Osaic Wealth, Inc. Chicago IL 53 W Jackson Blvd",,,Salesforce
10851768,Inactive Investor,Thomas Wang,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
343503,,Amanda Powell,Controller,"Stadtler Capital Management, Llc",amanda@stadtlercapital.com,817-984-4600,Manual List Upload
8480769,,Charles Chmielewski,,Principal,chmielewski.chuck@principal.com,(612) 437-3329,List Import
11114102,Inactive Investor,William Brewer,Financial Advisor;Financial Planning Specialist,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
10900582,Inactive Investor,Donald Smeznik,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 33493 W 14 Mile Rd",chance.smeznik@ampf.com,,Salesforce
10837052,Inactive Investor,Michael Olmsted,Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,michael.olmsted@ubs.com,,Salesforce
10955033,Inactive Investor,Brandon Malone,,Vanguard Marketing Corporation,brandon_malone@vanguard.com,,Salesforce
10849008,Inactive Investor,Terri-Ann Lindo,Investment Advisor Representative,LPL Financial LLC Durham NC 4819 Emperor Blvd,terri.lindo@lpl.com,,Salesforce
11061244,Inactive Investor,Chase Lowden,Financial Advisor,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
197956,,Gerri Moten,,Gemini,gerri6277@gmail.com,12404751852,Paid Social
11186400,Inactive Investor,Julianna Morales,,LPL Financial LLC Greenwood IN 1696 Meridian Oaks Dr,julie.morales@lpl.com,,Salesforce
10923762,Inactive Investor,Suzanne Mui-Good,,Fidelity Brokerage Services LLC,,,Salesforce
10962103,Inactive Investor,Alexandra Armour,Associate;Financial Advisor,Edward Jones Issaquah WA 1580 NW Gilman Blvd,alex.armour@edwardjones.com,,Salesforce
11005750,Inactive Investor,Grant Hallstrom,,"Bankers Life Securities, Inc. Tulsa OK 7633 E 63rd Pl",grant.hallstrom@bankerslife.com,,Salesforce
9586046,,Michael Leslie,,,michael.a.leslie@suntrust.com,,List import
11099114,Inactive Investor,Christopher Dodd,Executive Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,chris.dodd@morganstanley.com,,Salesforce
10852167,Inactive Investor,Nicholas Sage,,State Farm VP Management Corp. Henderson NV 780 Coronado Center Dr,,,Salesforce
9622611,,Scott Stephens,,,scott.stephens@outlook.com,,List import
9643180,,Andres Uribe Gonzalez,,,andresuribe87@gmail.com,,List import
11102793,Inactive Investor,Jackson Glodowski,,Edward Jones North Sioux City SD 400 Gold Cir,jackson.glodowski@edwardjones.com,,Salesforce
9587979,,Anggi Giantoro,,,gigieant@gmail.com,,List import
9562597,,José Perez,,,info.temp@gmail.com,,List import
10833659,Inactive Investor,Mengfen Ruan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",mengfen.ruan@ml.com,,Salesforce
11057166,Inactive Investor,Candace Moon,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",candace.moon@ampf.com,,Salesforce
11103406,Inactive Investor,Dillon Carrino,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10893869,Inactive Investor,Philip Diperna,Vice President - Wealth Management,Citigroup Global Markets Inc. New York NY 974 3rd Ave,,,Salesforce
11260152,Inactive Investor,James Grace,,&Partners Jackson MI 100 S Jackson St,,,Salesforce
10971648,Inactive Investor,Adam Belusko,,"Osaic Wealth, Inc. Oklahoma City OK 101 Park Ave",,,Salesforce
9547771,,Uday Desai,,,uddesai57@gmail.com,,List import
334175,,Tony Coffey,Chief Financial Officer,Parthenon Llc,tcoffey@parthenonllc.com,502-327-5660,Manual List Upload
11099000,Inactive Investor,Johnathan Beavers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10837414,Inactive Investor,Rebecca Terrazas,,"Quincy Cass Associates, Incorporated",rebeccat@quincycass.com,,Salesforce
11072820,Inactive Investor,Danny Ehmer,Regional Leader,PFS Investments Inc. Akron OH 55 S Miller Rd,danny.ehmer@primerica.com,,Salesforce
10931728,Inactive Investor,Charles Lee,Branch Manager,LPL Financial LLC Pawleys Island SC 237C Willbrook Blvd,charles.lee@lpl.com,,Salesforce
9616097,,1 2,,,34@dd.com,,List import
11010439,Inactive Investor,Kyle Ruggio,,LPL Financial LLC Homer Glen IL 15939 S Bell Rd,kyle.ruggio@lpl.com,,Salesforce
9566226,,Joseph Higgins,INVESTOR,HigLou Advisors LLC,joe_higgins_155@yahoo.com,2127259688,List import
11180783,Inactive Investor,William O'Quinn,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",,,Salesforce
144495,,Jeremy Schipp,Investment Executive,"Fifth Third Securities, Inc.",jeremy.schipp@53.com,,
10846198,Inactive Investor,Jason Atwater,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Oak Creek WI 7940 S 6th St",jason.atwater@schwab.com,,Salesforce
11123650,Inactive Investor,Rudolph Schreyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
234768,, -,,[[Unknown]],plazma1_85737@msn.com,,
11198956,Inactive Investor,Benjamin Hladilek,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11235784,Inactive Investor,Krista Brooks,Chief Compliance Officer,Sentara Capital,,,Salesforce
10758912,Inactive Investor,John Stockard,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",john_stockard@ml.com,,Salesforce
337855,,James Cassady,Chief Operating Officer,Monroe Capital Management Advisors Llc,jcassady@monroecap.com,312-258-8300,Manual List Upload
1001400,Inactive Investor,Desmond Kinch,,Overseas Asset Management,desmond@oam.com.ky,,3rd Party Lead Gen
11029471,Inactive Investor,Michael Molitor,,"Allstate Financial Services, LLC Glenview IL 1920 Waukegan Rd",michaelmolitor@allstate.com,,Salesforce
10877011,Inactive Investor,Robert Trent,Financial Advisor;Senior Vice President,LPL Financial LLC Santa Rosa CA 3510 Unocal Pl,bob.trent@lplfinancial.com,,Salesforce
11109453,Inactive Investor,Creg Canalizo,,"Northwestern Mutual Investment Services, LLC Irving TX 5605 N Macarthur Blvd",creg.canalizo@nm.com,,Salesforce
11113118,Inactive Investor,Robert Harris,,"Cambridge Investment Research, Inc. Fenton MI 1115 N Leroy St",,,Salesforce
11107729,Inactive Investor,Dennis Haywood,Chief Executive Officer;Financial Advisor,PurePath Wealth Management,,,Salesforce
10816520,Inactive Investor,Christopher Slajchert,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",chris.slajchert@nm.com,,Salesforce
11189360,Inactive Investor,Bryan Herring,,"American Fidelity Securities, Inc.",bryan.herring@af-group.com,,Salesforce
11105779,Inactive Investor,Emile Babin,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,ejbabin@ft.newyorklife.com,,Salesforce
371115,,Ntokozo Zuke,,South Africa,ntokozozuke@gmail.com,,Salesforce
11119493,Inactive Investor,Bradley Mayeda,,"Zions Direct, Inc.",bradley.mayeda@zionsbank.com,,Salesforce
11026763,Inactive Investor,James Martin,,"Cambridge Investment Research, Inc. Dresden OH 9930 Dresden Rd",,,Salesforce
10882192,Inactive Investor,Gilbert Rodriguez,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",gilbert.rodriguez@wellsfargo.com,,Salesforce
10618080,,Erin Towey,,,erin.towey@ml.com,,List Import
241504,Inactive Investor,Karen Lexow,Senior Investment Research Analyst,"GYL Financial Synergies, LLC",klexow@gylfinsyn.com,203-226-8262,Database Upload
10903726,Inactive Investor,Christopher Filicky,Financial Advisor,Janney Montgomery Scott LLC Uniontown PA 43 S Beeson Blvd,cfilicky@janney.com,,Salesforce
214903,,Stephen Tripodi,,"Argus Equity Partners, LLC",steve@aep-ria.com,(716) 838-5504,Organic Search
11089665,Inactive Investor,Donald Jaquin,,LPL Financial LLC Syracuse NY 109 S Warren St,donald.jaquin@lpl.com,,Salesforce
9620395,,Carl Meister,,,carl.meister@ampf.com,,List import
9642992,,AMRAM DIAZ,,,esauamme2018@gmail.com,,List import
11084544,Inactive Investor,Douglas Ebner,,Money Concepts Capital Corp New Hill NC Private Residence,debner@moneyconcepts.com,,Salesforce
10813667,Inactive Investor,Gregg Stupinski,Regional Director,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",gregg.stupinski@raymondjames.com,,Salesforce
9574728,,Jack Yu,,,booage1228@gmail.com,,List import
10899307,Inactive Investor,Gregory Karis,Chief Compliance Officer;Chief Executive Officer;President,Inflection Advisors,,,Salesforce
9567801,,chris Pandolfi,,,corephysicaltherapy@gmail.com,,List import
11068420,Inactive Investor,Michael Bates,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",michael_bates@ml.com,,Salesforce
11235463,Inactive Investor,Heather Pacheco,,The AmeriFlex Group Denver CO 789 N Sherman St,,,Salesforce
11151573,Inactive Investor,Jennifer Hilgers,,J.P. Morgan Securities LLC Newport Beach CA 1000 Irvine Ave,jennifer.hilgers@jpmorgan.com,,Salesforce
233913,, -,,[[Unknown]],bbirish74@aol.com,,
10999515,Inactive Investor,David Da Tan,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC San Francisco CA 44 Montgomery St",david.x.tan@ampf.com,,Salesforce
10838754,Inactive Investor,Richard Alge,,NYLIFE Securities LLC Norwalk OH Private Residence,ralge@ft.newyorklife.com,,Salesforce
10977885,Inactive Investor,Andrew Lusk,,BBVA Securities Inc.,,,Salesforce
11197720,Inactive Investor,Tyler Jones,Financial Advisor,Edward Jones Hopkinsville KY 104 Forbes Dr,tyler.jones@edwardjones.com,,Salesforce
11139141,Inactive Investor,Marco Razon,,J.P. Morgan Securities LLC Las Vegas NV 9911 W Charleston Blvd,marco.razon@jpmorgan.com,,Salesforce
353334,,Thomas Turney,,Thomas W Turney,turney@newcap.com,,Initial Salesforce Import
10836511,Inactive Investor,Michael Donahue,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",michael.donahue2@wellsfargo.com,,Salesforce
10908310,Inactive Investor,Charles Vergara,Financial Advisor,LPL Financial LLC West Lafayette IN 2827 US Hwy 52 W,charlie.vergara@lpl.com,,Salesforce
10783200,Inactive Investor,Barry Green,,Cetera Financial Specialists LLC Columbia MD 5807 Humblebee Rd,barry.green@ceterafs.com,,Salesforce
11168180,Inactive Investor,Daniel Wilbert,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",danny.wilbertii@wellsfargoadvisors.com,,Salesforce
9573816,,Jairo Mendoza,,,jairoeduardomendoza@gmail.com,,List import
10908579,Inactive Investor,Thomas Mclean,Founder;Managing Member;Principal,Advitica Financial Planning LLC,thomas@adviticafp.com,,Salesforce
10619460,,Daniel Guerrero,,,daniel.guerrero@morganstanley.com,,List Import
10961652,Inactive Investor,Patrick Corcoran,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10613519,,Jason Feldman,"Financial Advisor, Senior Vice President - Wealth Management",,j.feldman@ubs.com,,List Import
11192888,Inactive Investor,Michael Bueche,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley San Antonio TX 7600 Broadway,michael.bueche@morganstanley.com,,Salesforce
11197986,Inactive Investor,Matthew Coonley,Financial Advisor,LPL Financial LLC Fort Collins CO 4101 S Taft Hill Rd,matthew.coonley@lpl.com,,Salesforce
11021903,Inactive Investor,Caren Hamilton,,"Allstate Financial Services, LLC Bellevue NE 418 Fort Crook Rd N",careyhamilton@allstate.com,,Salesforce
10806806,Inactive Investor,Brian Katz,Complex Director;Senior Managing Director,"RBC Capital Markets, LLC Boston MA 53 State St",brian.katz@rbc.com,,Salesforce
11142428,Inactive Investor,Rakesh Agrawal,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",rakesh.agrawal@prudential.com,,Salesforce
10981260,Inactive Investor,Anna Malia,,SECU Brokerage Services Arden NC 2631 Hendersonville Rd,anna.malia@ncsecu.org,,Salesforce
10604310,,Steven Kienzle,Managing Director,Kienzle Wealth Consulting,steve@kienzlewealthconsulting.com,9419542129,List Import
11185983,Inactive Investor,Stephen Eudy,,SECU Brokerage Services Albemarle NC 1600 NC 24 27 Byp W,stephen.eudy@ncsecu.org,,Salesforce
11234125,Inactive Investor,Pauline Woodhouse-Smith,,"Brokers International Financial Services, LLC. Bettendorf IA 5123 Middle Rd",,,Salesforce
10837383,Inactive Investor,Shane Swift,Branch Manager;Co-Founder;Financial Advisor,LPL Financial LLC Moline IL 615 35th Ave,shane.swift@lpl.com,,Salesforce
11207659,Inactive Investor,Alexander Smit,Wealth Advisor,Withum Wealth Management,asmit@withumwealth.com,,Salesforce
10974089,Inactive Investor,Yenis Savere,,PFS Investments Inc. Houston TX 738 Hwy 6 S,yenis.savere@primerica.com,,Salesforce
10752549,Inactive Investor,Julie Mize,Client Associate,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,julie.mize@ubs.com,,Salesforce
11122367,Inactive Investor,Jose Rivera,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,jose.m.rivera@ubs.com,,Salesforce
11176713,Inactive Investor,Stephen Kiley,,Park Avenue Securities LLC,steve_kiley@glic.com,,Salesforce
10659390,,Mark Dice,,,mark.dice@jpmorgan.com,,List Import
9605503,,T. Ryan Harkins,,,harkins@chartwellip.com,,List import
10754571,Inactive Investor,Xiuying Jin,Financial Advisor;Financial Planning Specialist;International Client Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,xiuying.jin@morganstanley.com,,Salesforce
11138509,Inactive Investor,Maren Zidek,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11123922,Inactive Investor,Ramona Rodriguez,,J.P. Morgan Securities LLC Peoria AZ 9873 W Happy Valley Rd,ramona.rodriguez@jpmorgan.com,,Salesforce
10761148,Inactive Investor,Tomas Gedminas,First Vice President;Senior Complex Risk Officer,Morgan Stanley Tampa FL 100 N Tampa St,tomas.gedminas@morganstanley.com,,Salesforce
11184443,Inactive Investor,Nathan Torinus,Chief Compliance Officer;Chief Executive Officer;Founder,"TOR Wealth Advisors, LLC",,,Salesforce
9626695,,Burak Karamete,,,burak.karamete@einkorncapital.com,,List import
10618437,,Marcello Sobrinho,,,msobrinho@financialguide.com,,List Import
9591500,,Giovanne Araujo,,,giovannebrazil2011@gmail.com,,List import
11007399,Inactive Investor,Neal Hansen,Financial Advisor,"Net Worth Advisory Group, LLC",neal@networthadvice.com,,Salesforce
10868719,Inactive Investor,Dean Straub,,Thrivent Investment Management Inc. Soldier KS 25985 State Hwy 62,dean.straub@thrivent.com,,Salesforce
11183948,Inactive Investor,James Vitiello,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Member,Fifth Avenue Wealth Advisors LLC,jim@fifthavenuewealth.com,,Salesforce
333826,,Lawrence Sadaka,Senior Analyst,Dynamic Beta Investments Llc,lsadaka@beachheadcapital.com,646-837-7030,Manual List Upload
11024290,Inactive Investor,Alicia Courville,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",alicia.courville@ml.com,,Salesforce
10646458,,Lawrence Nazarenus,,,lnazarenus@cusonet.com,,List Import
11038366,Inactive Investor,Thomas Roach,,"Farmers Financial Solutions, LLC Butler AL 106 S Mulberry Ave",troach@farmersagent.com,,Salesforce
10885606,Inactive Investor,Jay Bradley,,"Avantax Investment Services, Inc. Boise ID 6103 W State St",,,Salesforce
11080885,Inactive Investor,Stefanie Vargas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lee NJ 2200 Fletcher Ave",stefanie.vargas@ml.com,,Salesforce
9597369,,Robert Scharar,,,rscharar@fcacorp.com,,List import
11181094,Inactive Investor,Changwei Lee,,NYLIFE Securities LLC Glendora CA Private Residence,changweilee@ft.newyorklife.com,,Salesforce
11035013,Inactive Investor,Kevin Gannon,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",kevin.gannon@ml.com,,Salesforce
11030477,Inactive Investor,Nagib Massoud,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,,,Salesforce
10990246,Inactive Investor,Adrianna Dunn,,"Next Financial Group, Inc.",,,Salesforce
10778412,Inactive Investor,Robert Owen,,"Equitable Advisors, LLC Berwyn PA 20 Miller Ave",robert.owen@equitable.com,,Salesforce
333292,,Andrew Davis,Director of Research,West Capital,adavis@westcapital.com,,
11097598,Inactive Investor,Michael Baldwin,Advisor;Founder;Partner,Baldwin Brothers LLC,mbaldwin@baldwinbrothersinc.com,,Salesforce
173494,,casey henry,,[Unknown],casey@cryptocasey.com,,
10900665,Inactive Investor,David Eastes,,Cetera Investment Services LLC McMinnville TN 1035 Smithville Hwy,,,Salesforce
11033323,Inactive Investor,Michael Estabrook,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Aspen CO 301 E Hopkins Ave",michael.t.estabrook@ml.com,,Salesforce
9637426,,Maxine Zhang,,,maxinez@dugganinvestments.com,,List import
10950524,Inactive Investor,Timothy Martin,,Van Clemens & Co. Incorporated,tmartin@vanclemens.com,,Salesforce
11186100,Inactive Investor,Justin Efimetz,,Deutsche Bank Securities Inc.,,,Salesforce
143631,,Thomas Barber,,[[Unknown]],tombarber29@gmail.com,,Initial Salesforce Import
11157070,Inactive Investor,Robert Johnston,,"Western International Securities, Inc. El Segundo CA 2041 Rosecrans Ave",rjohnston@wisdirect.com,,Salesforce
10922058,Inactive Investor,Vincent Fierro,Financial Advisor,Edward Jones Redondo Beach CA 129 Palos Verdes Blvd,vince.fierro@edwardjones.com,,Salesforce
116841,,Shane Richolson,Financial Planner,Lincoln Financial Advisors Corporation,shane.richolson@lfg.com,713-552-7900,
10613233,,Robert Bostelman,Senior Financial Advisor,,robert.bostelman@ml.com,,List Import
9555627,,Bruce Fielitz,,,bruce.fielitz@chathamcapitalgroup.com,,List import
9584985,,Michael O Brien,Investment Advisor,Fisher Investments,m.obrien@fi.com,,List import
11049478,Inactive Investor,Kelly Rosenbush,Private Banker,"Wells Fargo Clearing Services, LLC Hudson WI 600 2nd St",kellyrosenbush@wellsfargoadvisors.com,,Salesforce
11050204,Inactive Investor,Nicholas Trifiro,,Aegis Capital Corp. Rochester NY 110 Allens Creek Rd,,,Salesforce
10953522,Inactive Investor,Gregory Fields,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,gregory.fields@fmr.com,,Salesforce
10801968,Inactive Investor,Jennifer McCann,Senior Client Service Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,jennifer.mccann@ubs.com,,Salesforce
9546181,,Chungfu Hsieh,,,c.hsieh@transamerica.com,,List import
10826533,Inactive Investor,Sonya Cardwell,,MWA Financial Services Inc. Bowling Green KY 1823 McIntosh St,sonya.b.cardwell@mwarep.org,,Salesforce
214062,,Peter Kok,,Idealnet products (hk) Ltd,peterkok@idealnet.com.hk,96487774,
10818828,Inactive Investor,Kent Bailey,Financial Advisor,Edward Jones Hurricane WV 3845 Teays Valley Rd,kent.bailey@edwardjones.com,,Salesforce
10882485,Inactive Investor,Ashani Rivers,,Goldman Sachs & Co.,,,Salesforce
10523774,,Chad Palman,,,cpalman@hotmail.com,,Web Form Fillout
11062259,Inactive Investor,Craig Umbrell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",craig_umbrell@ml.com,,Salesforce
11063469,Inactive Investor,Robert Everett,Chief Compliance Officer;Manager,FSC Advisors LLC,,,Salesforce
11162232,Inactive Investor,Matthew Yaeger,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
371447,,Michael Rabie,,IBS,mrabieusa@gmail.com,8328602020,Website
351050,,Ebonie Hazle,Associate General Counsel,"First Long Island Investors, Llc",ebonie@fliinvestors.com,516-935-1200,Manual List Upload
10945615,Inactive Investor,Jonathan Vasgar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10782810,Inactive Investor,Luther Wells,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",luther.wells@tiaa.org,,Salesforce
11035041,Inactive Investor,Grant Dodge,,"Allstate Financial Services, LLC Virginia Beach VA 1300 Kempsville Rd",,,Salesforce
166472,,T King,,[Unknown],flasteelersfan@cfl.rr.com,,
9563475,,Ramsha Patel,,,ramshapatel@gmail.com,,List import
343169,,Gary Montgomery,Partner,Garcia Hamilton & Associates Lp,gary@garciahamiltonassociates.com,713-853-2322,Manual List Upload
9648320,,John Murphy,,,jjohnmurphyy@gmail.com,,List import
10936379,Inactive Investor,Travis Hilsabeck,Regional Vice President,"Principal Securities, Inc.",,,Salesforce
9626156,,Koen Willems,,,koenwillems910@gmail.com,,List import
10792847,Inactive Investor,Charles Biancosino,Senior Regional Leader,PFS Investments Inc. Cranford NJ 340 N Ave E,charles.biancosino@primerica.com,,Salesforce
10812525,Inactive Investor,H Juckett,Chief Compliance Officer;Chief Executive Officer,Columbus Investment Advisory Inc.,cjuckett@ciaadvisory.net,,Salesforce
10976817,Inactive Investor,Austin Frazier,Financial Advisor,"Capital Strategies Group, LLC",austin@csgplanners.com,,Salesforce
11196850,Inactive Investor,Benjamin Echeverri,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,,,Salesforce
9569607,,Andrew Mahony,,,amahony@gweiss.com,,List import
10645429,,Richard Brandt,,,tbrandt@marathon-cap.com,,List Import
10898947,Inactive Investor,Kevin Miller,,"Charles Schwab & Co., Inc. Albuquerque NM 2442 Louisiana Blvd NE",kevin.p.miller@schwab.com,,Salesforce
11017322,Inactive Investor,Arlenis Torres,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",arlenis.torres@ml.com,,Salesforce
11011205,Inactive Investor,Franklin Denton,,"MML Investors Services, LLC Knoxville TN 9729 Cogdill Rd",cdenton@financialguide.com,,Salesforce
11161394,Inactive Investor,David Wix,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11217441,,Erica Anastos,,,erica.anastos@raymondjames.com,,Other
11238092,Inactive Investor,Daniel Pace,,Tcw Investment Management Company LLC,daniel.pace@tcw.com,,Salesforce
10825224,Inactive Investor,Dana Potts,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Hinsdale IL 40 E Hinsdale Ave",dana.potts@nm.com,,Salesforce
10661814,,Sara Dasse,,,sdasse@adamsstreetpartners.com,,List Import
11217712,,Bishnu Dhar,,,bishnu.dhar@ampf.com,,List Import
11232169,Inactive Investor,Keagan Doyle,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,kdoyle@primerica.com,,Salesforce
10812218,Inactive Investor,Roman Jarosh,,"Cadaret, Grant & Co., Inc. Queensbury NY Private Residence",jaroshr4@ae.cadaretgrant.com,,Salesforce
248234,,Geet Sehgal,India Regional Manager,Dacoco GmbH,geet.s@dacoco.io,,Manual List Upload
10666354,,[Unknown],,,christianpaul2706@gmail.com,,Web Form Fillout
11155022,Inactive Investor,Carrie Brewer,,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",carrie.brewer@schwab.com,,Salesforce
10957887,Inactive Investor,Jay Morrison,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",jay.morrison@ml.com,,Salesforce
11063153,Inactive Investor,Anthony Cardinal,Managing Director,NFP Retirement Inc. Minneapolis MN 9655 Schmidt Lake Rd,anthony.cardinal@nfp.com,,Salesforce
10930801,Inactive Investor,Rhymes Regan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",rhymes.regan@ml.com,,Salesforce
11099361,Inactive Investor,Donta Clebourn,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,dclebourn@primerica.com,,Salesforce
11135174,Inactive Investor,John Abney,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Midland TX 4305 N Garfield St",gene.abney@mutualofomaha.com,,Salesforce
10902253,Inactive Investor,Hai Phan,Financial Advisor,Edward Jones Fountain Valley CA 18426 Brookhurst St,hai.phan@edwardjones.com,,Salesforce
10839831,Inactive Investor,Ankur Chawla,Senior Vice President,PFS Investments Inc. Richmond Hill NY 8715 115th St,ankur.chawla@primerica.com,,Salesforce
1873915,,hexiang lu,,,luhexiang810802@gmail.com,,Web Form Fillout
214880,,deborah rols,,[Unknown],deborahrols@hotmail.fr,,Organic Search
10862420,Inactive Investor,Mark Ansara,,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",mark.ansara@wfafinet.com,,Salesforce
10853138,Inactive Investor,Suzan Halsey,Financial Advisor,Edward Jones Ridgecrest CA 1525 N Norma St,suzan.halsey@edwardjones.com,,Salesforce
10941321,Inactive Investor,Michael Brasington,,"Raymond James Financial Services, Inc. Drayton SC 1802 Drayton Rd",,,Salesforce
11002304,Inactive Investor,Maria Perea,,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,maria.f.perea@chase.com,,Salesforce
11172146,Inactive Investor,Blake Douglas,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,blake.douglas@fidelity.com,,Salesforce
47457,,Maria McCool,"Director, Member, Partner","SignatureFD, LLC",mariam@signaturefd.com,404-253-7670,
11116667,Inactive Investor,Kerry Mangano,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10941540,Inactive Investor,Paul Kuhn,,"Avantax Investment Services, Inc. Boulder City NV Private Residence",,,Salesforce
10792123,Inactive Investor,Richard Farell,Financial Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
10805649,Inactive Investor,John Gogolin,Financial Advisor,Edward Jones Roseburg OR 2030 NW Newcastle St,john.gogolin@edwardjones.com,,Salesforce
10952976,Inactive Investor,Valentina Candiales Fortoul,Registered Client Service Associate,UBS Financial Services Inc. Miami FL 550 Biltmore Way,valentina@ubs.com,,Salesforce
10938616,Inactive Investor,Joseph Pikulinski,,NYLIFE Securities LLC Rochester NY Private Residence,jpikulins@ft.newyorklife.com,,Salesforce
10877413,Inactive Investor,Justin Pierce,Financial Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",justin.m.pierce@ml.com,,Salesforce
10865536,Inactive Investor,Chad Hedzik,Managing Member;Wealth Advisor,Rainier Wealth Management LLC,chad@rainierwm.com,,Salesforce
156595,,Peter O?Brien,,Peter Oâ€™Brien,obrien3475@yahoo.com,,source
10561715,,Diogo Marques,,,diogofigueiredomarques@gmail.com,,Web Form Fillout
10999584,Inactive Investor,Dillon Horst,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",,,Salesforce
10880269,Inactive Investor,Jacob Ellis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.ellis@fidelity.com,,Salesforce
9544294,,Antonio Contreras,,,contreras150@msn.com,,List import
10918400,Inactive Investor,Charlene Guisasola,Financial Advisor,"Hornor, Townsend & Kent, LLC Miami FL 121 Alhambra Plz",cguisasola@htk.com,,Salesforce
11203966,Inactive Investor,David Beaver,,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",david.beaver@nm.com,,Salesforce
9629823,,pepe oscar,,,salsafribourg@gmail.com,,List import
10861569,Inactive Investor,Thomas O'Grady,Associate Managing Director,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",tom.ogrady@prudential.com,,Salesforce
11006664,Inactive Investor,Joseph Greenfield,,State Farm VP Management Corp. New Lenox IL 201 W Maple St,,,Salesforce
10831432,Inactive Investor,Robert Hellman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Waukesha WI W233N2080 Ridgeview Pkwy",,,Salesforce
10954761,Inactive Investor,Eric Henderson,,Fidelity Brokerage Services LLC,,,Salesforce
10941891,Inactive Investor,Guy Murray,,PFS Investments Inc. Jupiter FL 222 S US Hwy 1,gmurray@primerica.com,,Salesforce
10973941,Inactive Investor,Christopher Dechant,Financial Advisor,Public Safety Financial/Galloway,chris.dechant@galloway911.com,,Salesforce
11004302,Inactive Investor,Alexander Derghazian,Financial Advisor,Edward Jones Glendale CA 700 N Brand Blvd,,,Salesforce
11219902,,Richard Taden,,,richard.taden@lpl.com,,Other
9598516,,Nathan Bardin,,,nbardin@financialengines.com,,List import
9554207,,Craig Litman,,,craig.litman@lgam.com,,List import
11080669,Inactive Investor,William Loftus,Founding Partner;Manager,Coastal Bridge Advisors,bloftus@coastalbridgeadvisors.com,,Salesforce
11115235,Inactive Investor,Anna Jones,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11029276,Inactive Investor,Steven Holt,Financial Consultant,"First Citizens Investor Services, Inc. Roanoke VA 3862 Electric Rd",steven.holt@firstcitizens.com,,Salesforce
11216947,,Thomas Anastos,,,tanastos@nb.com,,Other
11087722,Inactive Investor,Jennifer Varga,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",jennifer.varga@prudential.com,,Salesforce
9626728,,Yatheesh Bellam,,,yatheesh.bellam@gmail.com,,List import
11179805,Inactive Investor,Paul Kruger,Advisor,"Ashton Thomas Securities, LLC Delmar NY 2 Howard Pl",,,Salesforce
11079600,Inactive Investor,Timothy O'Connell,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",,,Salesforce
10977358,Inactive Investor,Cody Carlson,Wealth Advisor,RWA Wealth Partners Chicago IL 415 N La Salle Dr,ccarlson@rwawealth.com,,Salesforce
11230383,Inactive Investor,Mark Thomas,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10785376,Inactive Investor,Christopher Bush,Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,christopher.c.bush@jpmorgan.com,,Salesforce
10618745,,Nicholas Klupchak,,,nicholas.klupchak@morganstanley.com,,List Import
9591622,,Sonal Sethi,,,sonalsethi1998@gmail.com,,List import
11050521,Inactive Investor,Anisah Crosby,,PFS Investments Inc. Charlotte NC 10130 Mallard Creek Rd,anisah.rasheed@primerica.com,,Salesforce
10831629,Inactive Investor,Rom Rabin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",rom.rabin@ml.com,,Salesforce
10788129,Inactive Investor,Ryan Johnson,Financial Advisor;Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Indian Land SC Private Residence",,,Salesforce
10994192,Inactive Investor,Jordan Lee,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11086847,Inactive Investor,Laura Kelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
5494431,,Edward Pritchard,,,edwardp@advocationresearch.com,,Web Form Fillout
10870506,Inactive Investor,Michael Villafane,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 165 Cabot St",michael.villafane@ml.com,,Salesforce
9569931,,Daniel Wetta,,,dan.wetta@voya.com,,List import
9647950,,Cassandra Egan,,,cegan@etfflows.com,,List import
10606581,,Gerald Demeo,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,gerald.demeo@ubs.com,631-420-6474,List Import
10882899,Inactive Investor,Stephen Ogden,Financial Advisor,Edward Jones Gunnison CO 321 N Main St,steve.ogden@edwardjones.com,,Salesforce
9563479,,Richard Holle,,,rich.holle@wealthplan.partners,,List import
10645571,,Daniel Liebovich,,,daniel.liebovich@chase.com,,List Import
245573,,Kelly Caffrey,"Head of Marketing, Thrivent Advisor",Thrivent Advisor Network,kelly.caffrey@thrivent.com,19085911024,Manual List Upload
11161910,Inactive Investor,John Bumgarner,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10994123,Inactive Investor,Atanacio Ruybal,,J.P. Morgan Securities LLC Arvada CO 8155 Sheridan Blvd,atanacio.ruybal@jpmorgan.com,,Salesforce
10918465,Inactive Investor,Robert Angelo,,LPL Financial LLC North Wales PA 1501 Lower State Rd,robert.angelo@lpl.com,,Salesforce
11121469,Inactive Investor,Joseph Francisco,Wealth Advisor,Commonwealth Financial Network Jupiter FL 2141 S Alternate A1A,jfrancisco@commonwealth.com,,Salesforce
10906990,Inactive Investor,Wendell Graham,,J.P. Morgan Securities LLC San Carlos CA 845 Laurel St,wendell.graham@jpmorgan.com,,Salesforce
9644081,,Ray McDonald,,,rayjmc@xplornet.ca,,List import
9570856,,Jeffrey Hanson,,,jeffrey.hanson@fidelity.com,,List import
11020756,Inactive Investor,Kendra Bronstein,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,bronstein@ft.newyorklife.com,,Salesforce
10882193,Inactive Investor,Vance Layne,,LPL Financial LLC Bentonville AR 1101 Mallard Pl,vance.layne@lpl.com,,Salesforce
11079166,Inactive Investor,Lisa Huong,,CIBC World Markets Corp.,,,Salesforce
10881487,Inactive Investor,Victoria Cone,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,victoria.cone@morganstanley.com,,Salesforce
10778851,Inactive Investor,Dean Anderson,Financial Advisor,Edward Jones Burlington WI 101 N Dodge St,dean.anderson@edwardjones.com,,Salesforce
11057485,Inactive Investor,Jason O'Brien,Financial Advisor,Edward Jones Galesburg IL 76 S Prairie St,jason.obrien@edwardjones.com,,Salesforce
10757307,Inactive Investor,Frederick Stanske,Board Member;Partner;Portfolio Manager;Senior Vice President,Fuller & Thaler Asset Management Inc,fstanske@fullerthaler.com,,Salesforce
10560113,,Kris Crnomarkovic,,,kris@crnomarkovic.com,,Web Form Fillout
10766368,Inactive Investor,Nicholas Simakas,Financial Advisor;Institutional Consultant,Morgan Stanley Sewickley PA 2100 Georgetown Dr,,,Salesforce
9546491,,Henry George,,,henrygeorge@gmail.com,,List import
10995444,Inactive Investor,Rafael Roque-Espinosa,,"Empower Financial Services, Inc Congers NY Private Residence",rafael.roque-espinosa@empower.com,,Salesforce
9548495,,milton bills,,,miltonbills2012@gmail.com,,List import
11167067,Inactive Investor,Sally Stone,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,sally.stone@ubs.com,,Salesforce
9556063,,Jack Mackormack,,,jackmacormack@aol.com,,List import
10950162,Inactive Investor,Heather Moore,Director,Impact Wealth Management,heather@letsimpactwealth.com,,Salesforce
10848638,Inactive Investor,Kathleen Jackson,Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",kathleen.jackson@nm.com,,Salesforce
9554785,,Brandon Shaw,,,bshaw@massmutual.com,,List import
11115204,Inactive Investor,Cary Kelly,Supervisor;Vice President,"Wells Fargo Advisors Financial Network, LLC",cary.kelly@wfafinet.com,,Salesforce
10835738,Inactive Investor,Chris Libutti,Financial Consultant,LPL Financial LLC Barrington RI 262 County Rd,chris.libutti@lpl.com,,Salesforce
10768445,Inactive Investor,Mary Totaro,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,mary.totaro@opco.com,,Salesforce
9550710,,Joshua Masse,,,j.masse@fi.com,,List import
9547408,,Randolph Miller,,,randolph.miller@transamerica.com,,List import
11004865,Inactive Investor,Nisbeny Ricardo,,J.P. Morgan Securities LLC Melbourne FL 7797 N Wickham Rd,,,Salesforce
10868759,Inactive Investor,Joseph Stassi,,LPL Financial LLC Sugar Land TX 19901 Southwest Fwy,joseph.stassi@lpl.com,,Salesforce
10826361,Inactive Investor,Christen Gibbons,,"Northwestern Mutual Investment Services, LLC Ithaca NY 95 Brown Rd",christen.gibbons@nm.com,,Salesforce
11029510,Inactive Investor,Jodi Miller-Hammes,Private Wealth Advisor,"Ameriprise Financial Services, LLC Rochester MN 3038 Jeremiah Ln NW",jodi.k.miller-hammes@ampf.com,,Salesforce
10772822,Inactive Investor,Mark Womack,Financial Advisor;Senior Vice President,Morgan Stanley Greensburg PA 520 Pellis Rd,mark.womack@morganstanley.com,,Salesforce
11022339,Inactive Investor,Joseph Corcoran,,"Avantax Investment Services, Inc. Cranford NJ 340 N Ave E",,,Salesforce
11014503,Inactive Investor,Begum Shakila Ali,,J.P. Morgan Securities LLC Dublin OH 6275 Frantz Rd,,,Salesforce
340639,,Leonard Pangburn,Member,Abbott Capital Management Llc,lpangburn@abbottcapital.com,212-757-2700,Manual List Upload
9549784,,Eric Pessagno,,,epessagno@luminusmgmt.com,,List import
10661471,,Steven Engelberg,,,steve@sandboxindustries.com,,List Import
11079906,Inactive Investor,Kevin Arronez,,J.P. Morgan Securities LLC Gardena CA 1310 W Artesia Blvd,,,Salesforce
9598581,,Wendy Paskin-jordan,,,wendy.paskin-jordan@paskincapitaladvisors.com,,List import
10893460,Inactive Investor,Troy Welsch,,"Osaic Wealth, Inc. Findlay OH 1601 Tiffin Ave",,,Salesforce
11083665,Inactive Investor,Laurance Kubler,,"Raymond James & Associates, Inc.",laurance.kubler@raymondjames.com,,Salesforce
9581030,,Drew Kellner,,,d.kellner@lumbard.com,,List import
215264,,william roach,President,GLOBALT,wroach@globalt.com,404*364*2188,
10984759,Inactive Investor,Daniel Morales,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
11029443,Inactive Investor,Jeff Williams,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,,,Salesforce
11137307,Inactive Investor,James Kirk,Lead Financial Advisor,LPL Financial LLC Goshen IN 4330 Elkhart Rd,james.kirk@lpl.com,,Salesforce
10661860,,Michael Calzolano,,,michael@encompassyourwealth.com,,List Import
10837535,Inactive Investor,James Cook,Financial Advisor;Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,james.cook@morganstanley.com,,Salesforce
9647525,,Peter Kurt,,,peter.k.frederick@wellsfargoadvisors.com,,List import
213156,,Stephanie Tippenhauer,Assistant Center Manager,"Fifth Third Securities, Inc.",stephanie.tippenhauer@53.com,513-699-0214,
11186123,Inactive Investor,Curtis Paul,,B. Riley Wealth Management Beachwood OH 3201 Enterprise Pkwy,,,Salesforce
9613888,,Azali Shahdan,,,azali2110@yahoo.com.sg,,List import
248146,,Jade Lefebvre,Architectural Designer/Student,HEX Group,jadelusa@gmail.com,,Manual List Upload
10946700,Inactive Investor,Michael Eilander,,Cetera Advisors LLC West Bloomfield MI 6573 Alden Dr,,,Salesforce
374688,,Adam Jordan,,[Unknown],adamj@paulried.com,,source
10758924,Inactive Investor,Oliver Chau,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",oliver.chau@schwab.com,,Salesforce
11292318,,Jacob Erwin,,,jake.erwin0326@gmail.com,,Web Form Fillout
11186424,Inactive Investor,Marcelo Ratafia,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,marcelo.ratafia@gs.com,,Salesforce
11164305,Inactive Investor,Suzanne Tonelli,,LPL Financial LLC Madison WI 629 Gately Ter,suzanne.loehnertz@lpl.com,,Salesforce
11058018,Inactive Investor,Harold Jaeger,,"Calton & Associates, Inc.",hjaeger@calton.com,,Salesforce
10938189,Inactive Investor,John Vehslage,,"Northwestern Mutual Investment Services, LLC Irving TX 5605 N Macarthur Blvd",john.vehslage@nm.com,,Salesforce
11194447,Inactive Investor,Rafael De La Hoz,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,rafael.delahoz.eony@statefarm.com,,Salesforce
9574097,,Richard Wagner,,,richard.wagner@privateadvisorgroup.com,,List import
10875843,Inactive Investor,Jerry Frady,Regional Vice President,PFS Investments Inc. Queen Creek AZ Private Residence,jerry.frady@primerica.com,,Salesforce
9625706,,Yair Yona Hamburger,,,dannyalex@gmail.com,,List import
10844391,Inactive Investor,Joseph Bobbitt,,"Northwestern Mutual Investment Services, LLC Rocky Mount NC 111 Candlewood Rd",joseph.bobbitt@nm.com,,Salesforce
10839023,Inactive Investor,William Bradley,Financial Advisor;Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",william.bradley@wellsfargoadvisors.com,,Salesforce
11236050,Inactive Investor,Mark Benavides,Financial Advisor,"Tamar Securities, LLC",mark@tamarsecurities.com,,Salesforce
11034064,Inactive Investor,Sayeef Huq,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
167452,,Joshua Starr,,[Unknown],joshuarstarr@gmail.com,,
10841962,Inactive Investor,Matthew Parker,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,mparker@laidlawltd.com,,Salesforce
10829825,Inactive Investor,Robert Smith,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
10978604,Inactive Investor,Julia Smith,Financial Advisor,PNC Investments Humble TX 7525 FM 1960 Rd E,,,Salesforce
10838493,Inactive Investor,Michael Tash,,Cetera Advisor Networks LLC Haddon Heights NJ 213 White Horse Pike,mtash@ceteranetworks.com,,Salesforce
10773009,Inactive Investor,Brad Knight,Complex Risk Officer,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10776148,Inactive Investor,Victoria Santoro,Private Wealth Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",victoria.r.santoro@ml.com,,Salesforce
11169428,Inactive Investor,William Ingram,,PFS Investments Inc. Carrollton GA 522 Newnan St,william.ingram@primerica.com,,Salesforce
10801945,Inactive Investor,Mark Thompson,,Morgan Stanley,,,Salesforce
10766696,Inactive Investor,Nancy Braun Romo,Senior Client Associate,"Wells Fargo Clearing Services, LLC Riverside CA 3880 Lemon St",nancy.braun.romo@wellsfargoadvisors.com,,Salesforce
11189924,Inactive Investor,Gilbert Evers,,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",gilbert.evers@valic.com,,Salesforce
9602006,,James Hedstrom,,,jhedstrom@carrollfinancial.com,,List import
11194418,Inactive Investor,George Foglesong,,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
11093149,Inactive Investor,Katherine Ryan,,UBS Financial Services Inc. Denver CO 4600 S Ulster St,katherine.ryan@ubs.com,,Salesforce
10804947,Inactive Investor,Richard Dooley,Chief Compliance Officer;Head - Risk,Savoie Capital LLC,rdooley@savoiecapital.com,,Salesforce
344926,,Yomaris Masterton,Controller,"Harris Preston & Partners, Llc",ymasterton@harrispreston.com,512-320-4111,Manual List Upload
11063992,Inactive Investor,Anna Sohm,,"Kestra Investment Services, LLC Chatham IL 450 N Main Plz",,,Salesforce
182758,,Ryan Weber,,[Unknown],rweb415@gmail.com,,
10538123,,Sidharth Sogani,,,sidharthsogani@hotmail.com,,Web Form Fillout
10949213,Inactive Investor,Habibe Hakiqi,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,"Metier Capital, LLC",,,Salesforce
11138085,Inactive Investor,Fabio Concesi,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",fabio.concesi@ml.com,,Salesforce
11219073,,Stephen Bowery,,,sbowery@clearstead.com,,Other
11135815,Inactive Investor,Jacqueline Garol,Financial Advisor,Edward Jones Reno NV 3590 W Plumb Ln,jacqueline.garol@edwardjones.com,,Salesforce
9553545,,Kevin Wright,,,kkylewright@gmail.com,,List import
10797435,Inactive Investor,James Alfieri,,"Raymond James Financial Services, Inc. Trenton NJ 1540 Kuser Rd",james.alfieri@raymondjames.com,,Salesforce
189909,,Toby Sorrels,,[Unknown],globaltoby@gmail.com,,source
11048009,Inactive Investor,Glenn Woodlief,,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",glenn.woodlief@equitable.com,,Salesforce
10799946,Inactive Investor,David Adam,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",david.adam@wellsfargoadvisors.com,,Salesforce
9559584,,Michael Schwartz,,,mischwartz28@gmail.com,,List import
9616333,,Chin Chris,,,pfg@portico-financial.com,,List import
9594524,,Charles Slatery,,,cslatery@nfcinvestments.com,,List import
11159353,Inactive Investor,Victoria Burch,,J.P. Morgan Securities LLC Flint MI 111 E Court St,victoria.burch@jpmorgan.com,,Salesforce
11044909,Inactive Investor,Jeffrey Hahn,Chief Compliance Officer;Founder;Managing Member,Buttonwood Wealth,jhahn@bwlegacy.com,,Salesforce
9628793,,Juri Gagarin,,,juri.gagarin2017@yandex.com,,List import
11199854,Inactive Investor,Scott Bell,Founder;Managing Member,"Gross Domestic Product, Inc",scott@gdpwealth.com,,Salesforce
11166375,Inactive Investor,Lorena Frank,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,lorena.frank@fmr.com,,Salesforce
11219888,,Emil Haque,,,ehaque@northstarinvestments.com,,Other
11150977,Inactive Investor,Austin Hebig,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",austin.hebig@nm.com,,Salesforce
211595,,Victoria Rostow,SVP &Deputy GC,Nareit,vrostow@nareit.com,,Content
9553513,,Alonzo Barnes,,,barnes.al@principal.com,,List import
10997845,Inactive Investor,Christopher Lepsch,,J.P. Morgan Securities LLC Pittsburgh PA 10 Anchor Dr,,,Salesforce
11086733,Inactive Investor,Kristopher Squires,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,kristopher.squires@jpmorgan.com,,Salesforce
11237916,Inactive Investor,Robert Rickett,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",rrickett@performancetrust.com,,Salesforce
10782351,Inactive Investor,Johnny Chung,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,johnny.chung@fidelity.com,,Salesforce
11016210,Inactive Investor,Curtis Matson,,Lincoln Investment Land O Lakes FL 2660 Stonewood Park Loop,cmatson@lincolninvestment.com,,Salesforce
10860691,Inactive Investor,Sandra Newman,Co-Founder;President;Special Advisor,"Reap Financial Group, LLC",snewman@reapfinancial.com,,Salesforce
10887206,Inactive Investor,Kathy Weese,Chief Compliance Officer;Founder;Managing Member,Nora Wealth,,,Salesforce
11233654,Inactive Investor,Victor De Medeiros,,Fidelity Brokerage Services LLC,,,Salesforce
10821391,Inactive Investor,Philip Blum,,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",pblum@financialguide.com,,Salesforce
10773892,Inactive Investor,Shai Har-El,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",shai.har-el@equitable.com,,Salesforce
11172327,Inactive Investor,Jacqueline Taradash-Bennett,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11179650,Inactive Investor,Jamie Tam,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Palos Verdes Peninsula CA 608 Silver Spur Rd",jamie.tam@rbc.com,,Salesforce
11122357,Inactive Investor,Michelle Griffin,Financial Advisor,LPL Financial LLC Needham Heights MA 75 2nd Ave,michelle.griffin@lpl.com,,Salesforce
11033855,Inactive Investor,Julianne Oshinomi,Financial Solutions Advisor;Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 608 Silver Spur Rd",julianne.oshinomi@ml.com,,Salesforce
10760228,Inactive Investor,John Reinsberg,,Lazard Asset Management Securities LLC,john.reinsberg@lazard.com,,Salesforce
10922542,Inactive Investor,Stephanie Shaw,,Lincoln Investment Carmel IN 1980 E 116th St,sshaw@lincolninvestment.com,,Salesforce
371427,,PETER KANE,,United States,pokoneill@yahoo.com,,Salesforce
9637528,,Ben Kiley,,,bkiley@w-gem.org,,List import
11126129,Inactive Investor,Michael Castro,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11234284,Inactive Investor,Wendy Fricks,Financial Advisor,PNC Investments Birmingham AL 1819 5th Ave N,wendy.fricks@pnc.com,,Salesforce
9583344,,Janice Gage,,,jgage@carystreetpartners.com,,List import
11033656,Inactive Investor,Hallie Drinkwater,,State Farm VP Management Corp. Alexandria LA 1512 Texas Ave,hallie.drinkwater.hwhu@statefarm.com,,Salesforce
11050695,Inactive Investor,Elizabeth Pendergast,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,elizabeth.pendergast@jpmorgan.com,,Salesforce
11140869,Inactive Investor,Brian Musto,,Goldman Sachs & Co.,brian.musto@gs.com,,Salesforce
10911701,Inactive Investor,Jason Wilke,Senior Vice President,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",jason.wilke@associatedbank.com,,Salesforce
11086251,Inactive Investor,Kevin Chase,,"Sanctuary Securities, Inc.",kchase@sanctuarywealth.com,,Salesforce
11233523,Inactive Investor,Peter Porterfield,,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",peter.porterfield@prudential.com,,Salesforce
1002009,Inactive Investor,Young Chang,Partner,Potenza Capital,young@potenzacap.com, +1 212 260 6080,
9568922,,sdsds AASASA,,,saada@msn.com,,List import
343561,,Colin Neville,Managing Director,Raine Capital Llc,cneville@raine.com,212-603-5500,Manual List Upload
11118140,Inactive Investor,Allison Balch,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10799183,Inactive Investor,Robert Neill,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,robert.neill@ubs.com,,Salesforce
10924759,Inactive Investor,Steven Sensiba,,"Osaic Wealth, Inc. Brookfield WI 16800 W Greenfield Ave",,,Salesforce
10911684,Inactive Investor,Andrew Marcoux,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,andrew_marcoux@vanguard.com,,Salesforce
11237074,Inactive Investor,Alexander Jones,Financial Advisor,"Eudaimonia Partners, LLC Franklin TN 554 Franklin Rd",,,Salesforce
10960575,Inactive Investor,Linh Nguyen,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",linh.g.nguyen@ml.com,,Salesforce
10971457,Inactive Investor,Masood Niazi,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,masood.niazi@citi.com,,Salesforce
10984239,Inactive Investor,John Brachtenbach,,"Farmers Financial Solutions, LLC Vinita OK 314 S Wilson St",jbrachtenbach@farmersagent.com,,Salesforce
10647718,,Peter Lampert,,,plampert@lampertllc.com,,List Import
10762838,Inactive Investor,Patrick Duff,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New Haven CT 265 Church St,patrick.duff@ubs.com,,Salesforce
11086884,Inactive Investor,Hope Golden,Registered Associate,Morgan Stanley New York NY 1585 Broadway,hope.golden@morganstanley.com,,Salesforce
9558222,,Brian Brandt,,,brandt.brian@principal.com,,List import
11132897,Inactive Investor,Gerard Roche,Investment Consultant,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",,,Salesforce
180526,,alexandre Pinquier,,[Unknown],alexandre.pinquier@gmail.com,,Organic Search
9557427,,Kate Nguyen,,,nguyenthikhanh09@gmail.com,,List import
10844718,Inactive Investor,Christis Georgiou,,"Raymond James Financial Services, Inc. Independence OH 4600 Rockside Rd",christis.georgiou@raymondjames.com,,Salesforce
238576,,rtomlinson1@hotmail.com Tomlinson,,[Unknown],rtomlinson1@hotmail.com,,Direct
11117712,Inactive Investor,Michael Schjeldahl,,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",michael.schjeldahl@wellsfargo.com,,Salesforce
9555815,,Amy Helmuth,,,amy.purifoy@fidelity.com,,List import
10874929,Inactive Investor,Sandra Tiemens,Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,sandra.tiemens@morganstanley.com,,Salesforce
10871244,Inactive Investor,Jonathan Lapine,Financial Planner,Commonwealth Financial Network Youngstown OH 4308 Belmont Ave,jlapine@commonwealth.com,,Salesforce
10895541,Inactive Investor,Joseph Ullrich,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",joe.ullrich@ampf.com,,Salesforce
11217524,,Jordan Greene,,,jordan.greene@jpmorgan.com,,Other
11223051,,Eugene Hayes,,,ehayes@boltonglobal.com,,List Import
350903,,Brett Miller,Analyst,Alterna Capital Partners Llc,brett.miller@alternacapital.com,203-210-7333,Manual List Upload
10810104,Inactive Investor,Juvenal Gaspar,,PFS Investments Inc. Cranford NJ 340 N Ave E,juvenal.gaspar@primerica.com,,Salesforce
10797399,Inactive Investor,Paul Massey,,"Raymond James Financial Services, Inc. Plano TX 7500 Dallas Pkwy",paul.h.massey@raymondjames.com,,Salesforce
11142943,Inactive Investor,Douglas Labrosse,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",douglas.labrosse@ml.com,,Salesforce
9601955,,Scott Dopp,,,scottdopp1@gmail.com,,List import
11054324,Inactive Investor,Theodore Crowley,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",ted.crowley@rbc.com,,Salesforce
11017877,Inactive Investor,Jeffrey Greco,Financial Advisor,LPL Financial LLC Brentwood NY 500 Express Dr S,,,Salesforce
10616133,,Peter Bentler,,,pbentler@wintrustwealth.com,,List Import
10786681,Inactive Investor,Judith James,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,judith.james@fidelity.com,,Salesforce
11031544,Inactive Investor,Michael Mccardle,,Oppenheimer & Co. Inc.,michael.mccardle@opco.com,,Salesforce
11196761,Inactive Investor,Ariel Duran,,J.P. Morgan Securities LLC Brooklyn NY 490 Fulton St,ariel.duran@jpmorgan.com,,Salesforce
11026829,Inactive Investor,Tracy Ford,Financial Advisor,Normandy Investment Advisors,tracy@normandyia.com,,Salesforce
57830,,Charles Wang,,"Transamerica Financial Advisors, Inc",charles.wang@transamerica.com,908-333-5530,
10510763,,Trevor Hull,Senior Financial Advisor,Valais Wealth Management,trevor_h1900@yahoo.com,,List Import
11090593,Inactive Investor,Julie Scull,,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,julie.a.scull@chase.com,,Salesforce
11054815,Inactive Investor,Kaye Cwach,Financial Advisor,"Ameriprise Financial Services, LLC Yankton SD 115 Broadway Ave",kaye.cwach@ampf.com,,Salesforce
9554183,,Steven Romero,,,steven.romero@gmail.com,,List import
9608622,,William Herrmann,,,bill@wilshirephoenix.com,,List import
11191746,Inactive Investor,Dennis Bradberry,,"Cambridge Investment Research, Inc. Athens GA 595 S Milledge Ave",,,Salesforce
10937927,Inactive Investor,Mark Taliaferro,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,mark.taliaferro@fidelity.com,,Salesforce
11137994,Inactive Investor,Lannie Cropper,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",will.cropper@nm.com,,Salesforce
9763636,,ge feng,,,fenggg@hotmail.com,,Web form fillout
11087155,Inactive Investor,Kelly Jager,Compliance Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,kelly.jager@edwardjones.com,,Salesforce
11230854,Inactive Investor,Joseph Pay,Financial Advisor,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,joseph.pay@lpl.com,,Salesforce
10844343,Inactive Investor,Kenneth Pope,Chief Compliance Officer;Managing Member;Owner,"Peak Investment Solutions, LLC",kpope@peakis.net,,Salesforce
11127790,Inactive Investor,Lauren Doodeman,Financial Advisor;Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",lauren.battista@ampf.com,,Salesforce
10950473,Inactive Investor,Gwenn Kessler,,"Hornor, Townsend & Kent, LLC Woodstock GA 980 Woodstock Pkwy",gkessler@htk.com,,Salesforce
11176161,Inactive Investor,Gloria Ramirez,Branch Relationship Banker,"Wells Fargo Clearing Services, LLC Williamsburg VA 4690 Monticello Ave",,,Salesforce
10941106,Inactive Investor,Jesus Salazar,,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",jesus.salazar@equitable.com,,Salesforce
197948,,Mark Thabet,,none,mthabet2001@yahoo.com,9196376930,
11210184,Inactive Investor,Anthony Mohar,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",anthonymohar@northwesternmutual.com,,Salesforce
9637600,,Douglass Sims,,,d.sims@nrdc.org,,List import
11191678,Inactive Investor,Branden Minuth,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",,,Salesforce
9616633,,Matthew Slodden,,,sloddenm@gmail.com,,List import
11008028,Inactive Investor,Jonathan Garza,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,jgarza@primerica.com,,Salesforce
11167518,Inactive Investor,Charles Crews,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",crews.alan@principal.com,,Salesforce
11180467,Inactive Investor,Brian Valentin Zepeda,Client Service Associate,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
9564039,,Ken Dorsett,,,kdors22306@aol.com,,List import
11049537,Inactive Investor,Pablo Palomino,Solicitor,Global Vantage Wealth Management San Diego CA 6050 Santo Rd,,,Salesforce
11092281,Inactive Investor,Russell Marsh,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10911314,Inactive Investor,Lynn Zak,,"Fifth Third Securities, Inc. Waukegan IL 702 N Green Bay Rd",lynn.zak@53.com,,Salesforce
11010287,Inactive Investor,Elizabet Beltran Fitz,,MWA Financial Services Inc. Whittier CA 7355 Greenleaf Ave,elizabet.beltran-fitz@modern-woodmen.org,,Salesforce
11142745,Inactive Investor,Michael Ide,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11078503,Inactive Investor,Mark Larson,Financial Consultant,Thrivent Investment Management Inc. Bullhead City AZ 2020 Silver Creek Rd,mark.d.larson@thrivent.com,,Salesforce
10648044,,Paul Gunderson,,,paul.gunderson@icadvisorgroup.com,,List Import
11166149,Inactive Investor,Craig Leonard,Financial Advisor,Edward Jones Eugene OR 2300 Oakmont Way,craig.leonard@edwardjones.com,,Salesforce
10906284,Inactive Investor,Marquis Wallace,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",marquis.wallace@tiaa.org,,Salesforce
345788,,Lycourgos Tsirakis,Limited Partner,Tenaron Capital Management Lp,ltsirakis@tenaroncapital.com,212-951-0595,Manual List Upload
11182312,Inactive Investor,Johnny Pak,Chief Compliance Officer;Financial Planner;Managing Member,"Otium Advisory Group, LLC",,,Salesforce
6710889,,Monir Hossain,,,monir70466156@gmail.com,,Web Form Fillout
11036011,Inactive Investor,Jorge Chico,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jorge.chico@jpmorgan.com,,Salesforce
11117884,Inactive Investor,Neil Kessel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",neil_kessel@ml.com,,Salesforce
11070476,Inactive Investor,Cooper Tonniges,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",cooper.tonniges@nm.com,,Salesforce
10832985,Inactive Investor,Sergio Kokubo,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,sergio.kokubo@ubs.com,,Salesforce
11085490,Inactive Investor,Melissa Morris,Client Advisor;Senior Vice President,Neuberger Berman BD LLC,melissa.oberman@nb.com,,Salesforce
374081,,Dzunisani Mnisi,,[Unknown],dzuneciamnisi34@gmail.com,,source
10818139,Inactive Investor,Robert McConnell,Financial Advisor,Edward Jones Del Norte CO 665 Grand Ave,rob.mcconnell@edwardjones.com,,Salesforce
11162619,Inactive Investor,David Blumenthal,,Morgan Stanley,,,Salesforce
9573146,,Julie Zeigler,,,julie.zeigler@huntington.com,,List import
11191161,Inactive Investor,Vanessa Morales,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11111006,Inactive Investor,William Merriam,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11113841,Inactive Investor,Richard Hunter,Financial Advisor,LPL Financial LLC Tampa FL Private Residence,richard.hunter@lpl.com,,Salesforce
10795477,Inactive Investor,Edward Kearney,Managing Partner;Member,Chequers Financial Management LLC,edward.kearney@chequersfinancial.com,,Salesforce
11175448,Inactive Investor,Bruce Kimball,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",bruce.kimball@ampf.com,,Salesforce
10827321,Inactive Investor,Ceil Madden,Senior Client Service Associate,Morgan Stanley Baltimore MD 1201 Wills St,ceil.madden@ms.com,,Salesforce
11160641,Inactive Investor,Mario Vasquez,,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",mario.vasquez@goldenstatewm.com,,Salesforce
10786427,Inactive Investor,Miguel Munoz,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",miguel.munoz@ml.com,,Salesforce
11192899,Inactive Investor,Allison Hudson,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",allison.hudson@valic.com,,Salesforce
9578175,,David Fleming,,,eircoin@gmail.com,,List import
10950530,Inactive Investor,Patricia Byrdfranklin,,"IFP Securities, LLC Cincinnati OH 4350 Glendale Milford Rd",,,Salesforce
10945692,Inactive Investor,John Baldi,,"Cambridge Investment Research, Inc. Hauppauge NY 200 Motor Pkwy",john.baldi@lpl.com,,Salesforce
9638498,,Antonio Carneiro Alves,,,antonio.alves@prece.com.br,,List import
10964933,Inactive Investor,David Gagnon,,"M Holdings Securities, Inc. Reading MA 281 Main St",,,Salesforce
10984927,Inactive Investor,Grant Williams,Founder;Managing Director,"Precedent Wealth Partners, LLC",,,Salesforce
10822747,Inactive Investor,Sharon Austin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 3811 4th St N",shari.lynne@ml.com,,Salesforce
10875666,Inactive Investor,Robert Sikich,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",robert.sikich@rbc.com,,Salesforce
11077932,Inactive Investor,Luis Markin,Preferred Relationship Manager,"Fifth Third Securities, Inc. Westmont IL 640 Pasquinelli Dr",luis.markin@53.com,,Salesforce
10919633,Inactive Investor,Myriam Guerra,,"Allstate Financial Services, LLC Weslaco TX 909 W Business 83",myriamguerra@allstate.com,,Salesforce
11082159,Inactive Investor,Daniel Short,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Poughkeepsie NY 2649 South Rd",daniel.short@wfafinet.com,,Salesforce
10791317,Inactive Investor,Anthony Mauro,,"Avantax Investment Services, Inc. Des Moines IA 3512 Ingersoll Ave",,,Salesforce
9560406,,Lee Robinson,,,lee.robinson@altanawealth.com,,List import
11027267,Inactive Investor,Janice Onyrscuk,,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,janice.onyrscuk@primerica.com,,Salesforce
10946291,Inactive Investor,Julia Nece,,J.P. Morgan Securities LLC Wauconda IL 488 Liberty St,julia.d.kaban@chase.com,,Salesforce
9571130,,MARINA BAZZANA,,,marinabazzana@gmail.com,,List import
10778455,Inactive Investor,David O'Connor,Financial Advisor,Edward Jones Madison CT 837 Boston Post Rd,david.oconnor@edwardjones.com,,Salesforce
346490,,Ulrik Trampe,Member,Odin Capital Management,utrampe@odincapitalmanagement.com,860-255-0324,Manual List Upload
10989766,Inactive Investor,Jeffrey Horton,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
9598573,,Robert Hamrin,,,rdhamrin@gmail.com,,List import
10999406,Inactive Investor,Margaret Dempsey,,"Charles Schwab & Co., Inc. Beachwood OH 511 Park Ave",,,Salesforce
336976,,David Fletcher,"Partner, Non-executive Chairman",Odey Asset Management Llp,d.fletcher@odey.com,020-720-81400,Manual List Upload
9627989,,Andrew Chow,,,andrew.chow@time.com,,List import
228201,, -,,[[Unknown]],johnphd2@verizon.net,,
10489932,,Thomas Morris,Financial Consultant,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,thomas.morris@fidelity.com,,List Import
10767906,Inactive Investor,Karen Wendell,Chief Compliance Officer;Chief Executive Officer;Owner;President;Treasurer,"David Wendell Associates, Inc.",,,Salesforce
11052165,Inactive Investor,Julie Tener,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
11004121,Inactive Investor,William Sergio,,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",wsergio@financialguide.com,,Salesforce
11079247,Inactive Investor,Daniel Mulligan V,Financial Consultant,"Equitable Advisors, LLC Erie PA 100 State St",daniel.mulligan2@equitable.com,,Salesforce
11210276,Inactive Investor,Carter O'Neil,,Vanguard Marketing Corporation,carter_o-neil@vanguard.com,,Salesforce
9647343,,Fandi Rahman,,,bromosunriseholiday@gmail.com,,List import
10871681,Inactive Investor,Nicholas Paleocrassas,,"CapFinancial Securities, LLC.",nick.paleocrassas@captrustadvisors.com,,Salesforce
11114679,Inactive Investor,George Covo,,HSBC Securities (USA) Inc.,george.a.covo@us.hsbc.com,,Salesforce
10644733,,Juluis Walker,,,juluis.walker@primerica.com,,List Import
11062280,Inactive Investor,Mark Ingle,,NYLIFE Securities LLC Frederick MD 5283 Corporate Dr,maingle@ft.newyorklife.com,,Salesforce
9646918,,Robert Vallejo,,,robert.vallejo@ey.com,,List import
10769215,Inactive Investor,Jeffrey Stremmel,Director - Retail Retirement Plans Sales Consulting,"Ameriprise Financial Services, LLC",jeffrey.d.stremmel@ampf.com,,Salesforce
11156897,Inactive Investor,Chang-Hsin Sun,,"Equitable Advisors, LLC Irvine CA 2050 Main St",chang.sun@equitable.com,,Salesforce
10816438,Inactive Investor,Pamela Savelli,,"Osaic Wealth, Inc. Princeton NJ 1 Airport Pl",,,Salesforce
11178646,Inactive Investor,Kristen Mitchell,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10983205,Inactive Investor,Jianhong Zhou,,"Farmers Financial Solutions, LLC San Ramon CA 6101 Bollinger Canyon Rd",jzhou1@farmersagent.com,,Salesforce
11034226,Inactive Investor,Doris Guardiola,,PFS Investments Inc. Surprise AZ 12213 W Bell Rd,dguardiola@primerica.com,,Salesforce
9593232,,victor malvin,,,victormalvin7@gmail.com,,List import
10866890,Inactive Investor,Shauna Mickens,,State Farm VP Management Corp. Boise ID 5266 W State St,shauna.mickens.l4wf@statefarm.com,,Salesforce
10970508,Inactive Investor,Eric Hoover,,Fidelity Brokerage Services LLC,,,Salesforce
10889499,Inactive Investor,Blake Marion,Chief Financial Officer;Financial Advisor;Shareholder,Team Financial Strategies,bmarion@teamstrategiesonline.com,,Salesforce
10684338,,Nick N,,,slednick77@icloud.com,,Web Form Fillout
11046084,Inactive Investor,Michael Mcgreevy,Senior Wealth Advisor,AlphaCore Capital LLC Indian Wells CA 75280 US Hwy 111,,,Salesforce
11001732,Inactive Investor,Jeff Wilson,,Comerica Securities Dallas TX 1717 Main St,jwilson@comerica.com,,Salesforce
10936482,Inactive Investor,Timothy McSweeney,,Cetera Advisor Networks LLC Palm Desert CA 38377 Nasturtium Way,,,Salesforce
11112105,Inactive Investor,Austin Huntsman,Private Client Advisor,J.P. Morgan Securities LLC Bountiful UT 510 S 200 W,austin.huntsman@jpmorgan.com,,Salesforce
11188240,Inactive Investor,Kay Van Sluytman,,Thrivent Investment Management Inc. Manitowoc WI 1632 N 18th St,kay.vansluytman@thrivent.com,,Salesforce
11188517,Inactive Investor,David Sproles,,"Ameriprise Financial Services, LLC Murfreesboro TN 714 S Church St",david.sproles@ampf.com,,Salesforce
10885994,Inactive Investor,Maryann Lim,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,maryann.lim@fmr.com,,Salesforce
10974569,Inactive Investor,Claudia Rodriguez,Associate Director,Cenacle Partners,,,Salesforce
11005055,Inactive Investor,John Millet,Chief Financial Officer;Chief Operating Officer,Bouchey Financial Group Ltd,jmillet@bouchey.com,,Salesforce
10772137,Inactive Investor,Lawrence Boytano,Investment Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,lawrence.boytano@jpmorgan.com,,Salesforce
4560810,,Ronald Gerhards,,,rgdoczzz@gmail.com,7138257044,Web Form Fillout
10615160,,Helen Rothlein,"Financial Advisor, Senior Vice President",,helen.rothlein@morganstanley.com,,List Import
11229210,Inactive Investor,Xavier Kon Lopez,Investment Executive,"Fifth Third Securities, Inc. Chicago Heights IL 3307 Chicago Rd",,,Salesforce
11100470,Inactive Investor,Bryan Wilson,Advisor;Founding Partner;Lead Advisor,"Catalyst Private Wealth, LLC San Francisco CA 455 Market St",bryan@catalystprivatewealth.com,,Salesforce
11236908,Inactive Investor,Chyenne Hayes,Financial Advisor,"Gibbs Wealth Management, LLC Troy MI 363 W Big Beaver Rd",,,Salesforce
11132811,Inactive Investor,Carol Brian,,"Hornor, Townsend & Kent, LLC Lancaster PA 313 W Liberty St",cbrian@htk.com,,Salesforce
11116438,Inactive Investor,William Stiles,Client Associate,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
10604407,,Dean Kunihiro,FA,Elite Financial Network,d.kunihiro@lpl.com,8187811008,List Import
10847637,Inactive Investor,Brad Larsen,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",brad.m.larsen@ustrust.com,,Salesforce
9626461,,TOMOYA OKANO,,,blackwork1211@gmail.com,,List import
11185230,Inactive Investor,Lawrence Weber,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",lawrence.k.weber@ml.com,,Salesforce
232752,, -,,[[Unknown]],gtj527@gmail.com,,
9640578,,dustin gan,,,157362225@qq.com,,List import
9561470,,Leticia (Leti) Bidó,,,bidol@lineasystem.com,,List import
1004909,Inactive Investor,Jonathan Smith,,Jonathan Smith,jbradsmith@juno.com,,source
221652,,HARRY MCKNIGHT,,[Unknown],mcknighth60@gmail.com,,Direct
10487548,,Jonathan Bassham,"Financial Advisor, Vice President - Wealth Management",Morgan Stanley,jonathan.bassham@morganstanley.com,,List Import
11219807,,Micah Ballew,,,micah.ballew@creativeplanning.com,,Other
10775235,Inactive Investor,Michael Russo,Private Wealth Advisor,"Ameriprise Financial Services, LLC Irvine CA 4 Venture",michael.j.russo@ampf.com,,Salesforce
9545520,,Deejay Jaisinghani,,,119220334@umail.ucc.ie,,List import
67,,,,,ostackhouse@two50ok.com,,
11110780,Inactive Investor,Andre Rivers,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",andre.rivers@wellsfargoadvisors.com,,Salesforce
11231574,Inactive Investor,Michelle Grant,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",,,Salesforce
9648223,,Yen Lee,,,yenjui_lee@hotmail.com,,List import
11001623,Inactive Investor,Jose Martinez,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",,,Salesforce
10895856,Inactive Investor,Daniel Leonetti,,LPL Financial LLC Marlton NJ Private Residence,daniel.leonetti@lpl.com,,Salesforce
238580,,allencheyette@goliquid.net Cheyette,,[Unknown],allencheyette@goliquid.net,,Direct
11183409,Inactive Investor,Richard Cudahy,Director;Managing Director;Partner,Robert W. Baird & Co. Incorporated,rcudahy@rwbaird.com,,Salesforce
9582901,,Brian Cohen,,,bcohen@1901lp.com,,List import
348951,,Seth Rosen,Managing Partner; Trustee - Rosen Family Trust,"Nitorum Capital, L.p.",srosen@nitorumcapital.com,212-356-6300,Manual List Upload
10897715,Inactive Investor,Nicholas Blanchette,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,nicholas.blanchette@fmr.com,,Salesforce
10765525,Inactive Investor,Laurie King,,"Raymond James & Associates, Inc. Palm Desert CA 73130 El Paseo",laurie.king@raymondjames.com,,Salesforce
11015586,Inactive Investor,Mackenzie Seibel,,Edward Jones New Baltimore MI 32901 23 Mile Rd,,,Salesforce
10887455,Inactive Investor,Candace Delaney,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,candace_delaney@vanguard.com,,Salesforce
11235876,Inactive Investor,Nataliya Zook,Financial Advisor,Savant Wealth Management Dover DE 220 Beiser Blvd,nzook@savantwealth.com,,Salesforce
11081305,Inactive Investor,Ryan Cockrum,,State Farm VP Management Corp. Stroud OK 714 W 4th St,,,Salesforce
10797680,Inactive Investor,Olga Vaillant,,UBS Financial Services Inc. San Francisco CA 555 California St,olga.yusupova@ubs.com,,Salesforce
9629949,,Raymond Chan,,,raymondechan@gmail.com,,List import
11128888,Inactive Investor,James Mitchell,,State Farm VP Management Corp. Independence MO 14901 E 42nd St S,,,Salesforce
10851318,Inactive Investor,Randall Schauer,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,randy.schauer.b9f0@statefarm.com,,Salesforce
10757680,Inactive Investor,Michael Peters,,"Truist Investment Services, Inc. Orlando FL 3800 S Semoran Blvd",michael.peters@truist.com,,Salesforce
9553501,,Brandon Kuhn,,,bkuhn@financialguide.com,,List import
11047206,Inactive Investor,Clayton Maner,Financial Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,clay.maner@morganstanley.com,,Salesforce
10761686,Inactive Investor,Richard Lafferty,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,richard.lafferty@ubs.com,,Salesforce
10530776,,Christine Rios,,,christine@grayscale.com,,Web Form Fillout
10842573,Inactive Investor,Nathan Love,,&Partners Florence SC 217 Dozier Blvd,nathan.love@andpartners.com,,Salesforce
9547151,,Arkady Milgram,,,amilgram@massmutual.com,,List import
10763171,Inactive Investor,Kevin Kaylor,Financial Advisor,"Wells Fargo Clearing Services, LLC Pawleys Island SC 227 Business Center Dr",kevin.kaylor@wellsfargoadvisors.com,,Salesforce
11151912,Inactive Investor,Seth Walston,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
10935037,Inactive Investor,Eluterio Gonzalez,,Edward Jones Grand Blanc MI 3017 E Hill Rd,,,Salesforce
9639636,,Claudia Perez,,,cperez@hcfdn.org,,List import
9558678,,Denys Myziuk,,,denis.mizyuk@gmail.com,,List import
10757682,Inactive Investor,Scott Bassler,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,scott.bassler@fidelity.com,,Salesforce
9584137,,Joseph Duncan,,,jduncan@pinevalleyinvestments.com,,List import
10835584,Inactive Investor,Brendan Clancy,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",brendan.clancy@ml.com,,Salesforce
11177754,Inactive Investor,Edward Mehren,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",,,Salesforce
10792660,Inactive Investor,Hermes Del-Sette,Chief Compliance Officer;Managing Member,"Del-Sette Capital Management, LLC",bill@del-sette.com,,Salesforce
11162862,Inactive Investor,Frank Golightly,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,frank.golightly@fmr.com,,Salesforce
11065612,Inactive Investor,Jason McFaul,Investment Advisor Representative,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
10645354,,Dennis Tom,,,dennis_tom@keybank.com,,List Import
10915154,Inactive Investor,Jeffrey Crawford,Financial Advisor,Edward Jones Kendallville IN 739 E North St,jeff.m.crawford@edwardjones.com,,Salesforce
10915225,Inactive Investor,Adam Bowling,Financial Advisor,Thrivent Investment Management Inc. Eaton OH 101 N Barron St,adam.bowling@thrivent.com,,Salesforce
10909263,Inactive Investor,Kelly Fong,Financial Advisor,"Bankoh Investment Services, Inc. Honolulu HI 4634 Kilauea Ave",kelly.fong@boh.com,,Salesforce
10800883,Inactive Investor,Michael Kaiser,,"VALIC Financial Advisors, Inc. Marion IL Private Residence",michael.kaiser@valic.com,,Salesforce
10963210,Inactive Investor,Shuyi Yu,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,shuyi_yu@vanguard.com,,Salesforce
10934313,Inactive Investor,Kathy Kring,,Ally Invest Securities LLC,,,Salesforce
10781896,Inactive Investor,Elaine Fenters,Financial Advisor,"Wells Fargo Clearing Services, LLC Franklin VA 116 N Main St",elaine.fenters@wellsfargoadvisors.com,,Salesforce
10786090,Inactive Investor,David Yoder,Financial Advisor,"Wells Fargo Clearing Services, LLC Pinehurst NC 110 Turnberry Way",david.yoder@wellsfargoadvisors.com,,Salesforce
7072283,,Bob Mery,,,gowemi4322@luxeic.com,,Web Form Fillout
10604580,,Fazal Muhammad,Financial Advisor,Mass Mutual,fmuhammad@financialguide.com,516 3267001,List Import
9582323,,Andrew Gordon,,,agordon@octagoncredit.com,,List import
10755543,Inactive Investor,Rebekah Boettcher,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,rebekah.boettcher@ubs.com,,Salesforce
10829913,Inactive Investor,Thomas Vanderheiden,Chief Compliance Officer;Investment Coach;Owner,VanderHeiden Financial,tom@vanderheidenfinancial.com,,Salesforce
10856458,Inactive Investor,David Easterla,,Cetera Advisor Networks LLC Citrus Heights CA 6939 Sunrise Blvd,easterlad@ceteranetworks.com,,Salesforce
11160004,Inactive Investor,James Olson,President,"Olson Wealth Management, Inc.",,,Salesforce
11199328,Inactive Investor,Thomas McCormick,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",tom.mccormick@prudential.com,,Salesforce
11254825,Inactive Investor,Drew Nemeth,Director;Supervisory Principal,"Great Valley Advisor Group, Inc.",matiltodnemeth@greatvalleyadvisors.com,,Salesforce
11066271,Inactive Investor,James Duplisea,,"Cambridge Investment Research, Inc. Canton MA Private Residence",,,Salesforce
11190796,Inactive Investor,Jason Brumley,Financial Advisor,Edward Jones Shepherdsville KY 189 Adam Shepherd Pkwy,jason.brumley@edwardjones.com,,Salesforce
10929787,Inactive Investor,Mitchell Nelson,,PFS Investments Inc. Charlotte NC 9700 Research Dr,mitchellgnelson@primerica.com,,Salesforce
11134180,Inactive Investor,Derek Fautsch,,"Corinthian Partners, L.L.C.",dfautsch@corinthianpartners.com,,Salesforce
9561020,,Adib Széplaki,,,adib_97@yahoo.fr,,List import
9634415,,Craig Steinke,,,steinke@sterlinglp.com,,List import
10965645,Inactive Investor,Kevin Farrell,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
11113482,Inactive Investor,Donna McPhillips,,"Truist Investment Services, Inc. Ocala FL 3500 E Silver Springs Blvd",,,Salesforce
9543811,,Kirk Hatton,,,kirk_hatton@hotmail.com,,List import
10870900,Inactive Investor,Mary Bakhaus,,"Kovitz Investment Group Partners, LLC Ann Arbor MI 524 S Main St",mbakhaus@kovitz.com,,Salesforce
9584672,,Howie Jacobs,,,hjjok@aol.com,,List import
10796888,Inactive Investor,Steven Anderson,Director,Robert W. Baird & Co. Incorporated Saginaw MI 4835 Town Centre,steanderson@rwbaird.com,,Salesforce
9589859,,Bruce Graham,,,bgraham@bbgraham.com,,List import
10914289,Inactive Investor,Brock Dunlevie,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,brock.dunlevie@fidelity.com,,Salesforce
11172719,Inactive Investor,Russell Johns,Financial Advisor,Edward Jones Tooele UT 6777 N Hwy 36,rusty.johns@edwardjones.com,,Salesforce
11179388,Inactive Investor,Madison Besaw,,"First Horizon Advisors, Inc. Chattanooga TN 2034 Hamilton Place Blvd",madison.besaw@firsthorizon.com,,Salesforce
11154519,Inactive Investor,Ryan Brown,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",ryan.brown@valic.com,,Salesforce
11024112,Inactive Investor,Michael Barton,,J.P. Morgan Securities LLC Lafayette LA 600 Jefferson St,michael.barton@jpmorgan.com,,Salesforce
11088666,Inactive Investor,William Worrell,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,britt.worrell@fmr.com,,Salesforce
10947634,Inactive Investor,Lillian Stell,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lillian.stell@tiaa.org,,Salesforce
10931510,Inactive Investor,Megan Hammer,,Edward Jones Independence MO 4731 S Cochise Dr,megan.hammer@edwardjones.com,,Salesforce
10862164,Inactive Investor,Robert McCreery,Chief Executive Officer;Manager,CM Wealth Advisors LLC,rmccreery@cmwealthadvisors.com,,Salesforce
10645215,,J. Laurn,,,alaurn@rwbaird.com,,List Import
11169525,Inactive Investor,Caitlyn Brophy,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",caitlyn.brophy@schwab.com,,Salesforce
10858559,Inactive Investor,Robert Spadano,Investment Advisor Representative,LPL Financial LLC Walpole MA 1600 Providence Hwy,bob7pt@lpl.com,,Salesforce
10909081,Inactive Investor,Bradford Carman,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10801375,Inactive Investor,Ginger Baker,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Buffalo NY 6779 Main St",ginger.baker@wfafinet.com,,Salesforce
9644261,,John Johnson,,,jmail135@aol.com,,List import
11019836,Inactive Investor,Loren Hord,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",loren.hord@nm.com,,Salesforce
9612878,,Gregory Dear,,,gregorywdear@gmail.com,,List import
10763104,Inactive Investor,William Frisco,Executive Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley Houston TX 1330 Post Oak Blvd,william.frisco@morganstanley.com,,Salesforce
11175845,Inactive Investor,Sanjeev Segan,,NYLIFE Securities LLC Edison NJ 379 Thornall St,ssegan@ft.newyorklife.com,,Salesforce
10614180,,Richard Shuster,Financial Advisor,,richard.shuster@wellsfargoadvisors.com,,List Import
243664,,Joe Murphy,Sales Director,Clout by TIFIN,joe@myclout.com,17207048930,Manual List Upload
10927749,Inactive Investor,Jeffrey Reisel,,"Allstate Financial Services, LLC Clark NJ 1065 Raritan Rd",jeffreyreisel@allstate.com,,Salesforce
10954920,Inactive Investor,Garet Tarvin,Chief Compliance Officer;Chief Financial Officer;Secretary;Treasurer,Alpha Initiative,,,Salesforce
11085443,Inactive Investor,Daniel Matheny,,"Northwestern Mutual Investment Services, LLC Columbus OH 7700 Rivers Edge Dr",jackson.matheny@nm.com,,Salesforce
10790497,Inactive Investor,Charles Bowes,Co-Founder;Founder;Partner;Senior Wealth Manager,Waypoint Wealth Partners,chuck@waypointwp.com,,Salesforce
11134536,Inactive Investor,Steven Held,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",steven.held@tiaa.org,,Salesforce
10761540,Inactive Investor,Edward Persia,Financial Advisor;First Vice President - Wealth Management,"Ameriprise Financial Services, LLC Houston TX 2777 Allen Pkwy",edward.persia@ubs.com,,Salesforce
10809241,Inactive Investor,Perla Londres,,"Private Client Services, LLC Villa Park IL 1 S 450 Summit Ave",plondres@kfg.com,,Salesforce
11232840,Inactive Investor,Timmie Ho,,"Wells Fargo Clearing Services, LLC Fontana CA 11205 Sierra Ave",,,Salesforce
211554,,Mandy Gunasekara,Principal,Section VII Strategies,mandy@sectionvii.com,,Content
11181090,Inactive Investor,Marcel Frey,,NYLIFE Securities LLC Sugar Land TX 13135 Dairy Ashford Rd,mrfrey@ft.newyorklife.com,,Salesforce
11186713,Inactive Investor,Brianne Wolf,,"Avantax Investment Services, Inc. Orland Park IL 9611 165th St",,,Salesforce
9551580,,Gonzalo Cortes,,,gonzalo.cortes@iam-advisors.com,,List import
9602505,,timothy barney,,,timbarney62@gmail.com,,List import
51233,,E Lawrence Smith,Wealth Planning Advisor,Lincoln Financial Advisors Corporation,lawrence.smith@lfg.com,800-237-3813,
11000544,Inactive Investor,Brandon Stane,Financial Advisor,Edward Jones Jacksonville AR 104B N James St,brandon.stane@edwardjones.com,,Salesforce
10793181,Inactive Investor,Matthew Harris,Financial Advisor,Edward Jones Lake Saint Louis MO 3401 Technology Dr,matt.harris@edwardjones.com,,Salesforce
10647552,,Michael West,,,mwest@mbclp.com,,List Import
10958464,Inactive Investor,James Neubauer,,"OneAmerica Securities, Inc.",james.neubauer@oneamerica.com,,Salesforce
9632233,,Beom seok Gu,,,penzer0730@gmail.com,,List import
10795440,Inactive Investor,Katherine Figus,Director - Business Strategy;Vice President - Wealth Management,Morgan Stanley Chicago IL 233 S Wacker Dr,kathy.figus@morganstanley.com,,Salesforce
11024270,Inactive Investor,Johanna Van Scoy,,"RBC Capital Markets, LLC Edmonds WA 303 5th Ave S",johanna.vanscoy@rbc.com,,Salesforce
11063783,Inactive Investor,Christopher Danksewicz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
1004483,Inactive Investor,Jake Eitzen,,Jake Eitzen,jake.eitzen@opco.com,,3rd Party Lead Gen
9564009,,Oskar Tueuer,,,oskar1337228@gmail.com,,List import
11117303,Inactive Investor,Forrest Six,,Cetera Advisor Networks LLC Austin TX 7200 N Mo Pac Expy,,,Salesforce
11113040,Inactive Investor,Elena Lujan,,"Wells Fargo Clearing Services, LLC Golden CO 6330 McIntyre Pkwy",,,Salesforce
10886938,Inactive Investor,Jacob Rohrer,Client Service Associate,Morgan Stanley Boulder CO 1800 Broadway,,,Salesforce
10937126,Inactive Investor,David Bruno,Financial Consultant;Financial Services Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1075 Peachtree St NE",dave.bruno@schwab.com,,Salesforce
9598739,,Xiaoxi Tang,,,xiaoxi@rundeinvestmentmanagement.com,,List import
10818391,Inactive Investor,Stephen Canakes,,Cetera Advisors LLC Urbandale IA 2400 86th St,stephen.canakes@ceteraadvisors.com,,Salesforce
11060848,Inactive Investor,Joshua Wyatt,Branch Manager,"Wells Fargo Clearing Services, LLC Selma AL 2605 Citizens Pkwy",,,Salesforce
9620694,,Lay Seng Khoo,,,layseng.khoo@gmail.com,,List import
11051074,Inactive Investor,Matthew Chang,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",matthew.chang@wellsfargoadvisors.com,,Salesforce
374797,,Jay Pillalamarri,,,meleoben@gmail.com,,Salesforce
9552460,,Caleb Kelly,,,caleb.kelly@citadel.com,,List import
333973,,Richard Relyea,Treasurer,3i Corporation,richard.relyea@3i.com,121-284-81400,Manual List Upload
11009512,Inactive Investor,Ashley Dutta,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
340922,,Ozge Balkanli,Finance Associate,"Glouston Capital Partners, Llc",obalkanli@glouston.com,617-587-5300,Manual List Upload
10811506,Inactive Investor,Yong Koh,,"Transamerica Financial Advisors, Inc Ann Arbor MI 2890 Carpenter Rd",yong.koh@tfaconnect.com,,Salesforce
10881685,Inactive Investor,Peter Martin,Chief Compliance Officer;Managing Member,"Martin Financial Solutions, LLC Scottsdale AZ 9445 N 94th Pl",,,Salesforce
10976384,Inactive Investor,Michael Smith,,"Osaic Wealth, Inc. Burleson TX 388 SW Johnson Ave",,,Salesforce
9542231,,Paul Bradley,,,paul.bradley@cornerstoneglobalmgt.com,,List import
10896325,Inactive Investor,Jon Vallaro,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jon.vallaro@ubs.com,,Salesforce
2690,,Herman Singh,Analyst,"Holocene Advisors, LP",herman.singh@holoceneadvisors.com,1-646-779-6420,Database Upload
11209202,Inactive Investor,Matthew Buckland,Financial Advisor,Edward Jones Orlando FL 808 Virginia Dr,matt.buckland@edwardjones.com,,Salesforce
10777528,Inactive Investor,Susannah Drevers,Complex Risk Officer,Morgan Stanley Allentown PA 515 Hamilton St,susannah.drevers@morganstanley.com,,Salesforce
9579993,,Moritz Kaminski,,,moritz.kaminski@gmx.ch,,List import
9604438,,RACHEL JACOBSON,,,rachel@droneracingleague.com,,List import
10993270,Inactive Investor,Randi Duncan-Tyner,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,,,Salesforce
10949890,Inactive Investor,Jared Smith,,J.P. Morgan Securities LLC Plainview NY 404 Woodbury Rd,jared.smith@jpmorgan.com,,Salesforce
11123679,Inactive Investor,Ramin Naghshineh,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Beach CA 299 Ocean Ave",ramin.naghshineh@ml.com,,Salesforce
10818840,Inactive Investor,Lenz Gutierrez,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,lenz.gutierrez@fidelity.com,,Salesforce
371294,,Robert MacMurray,,American Mexican properties,bobbysbaja@yahoo.com,7606634021,Website
342709,,Dirk Lienemann,Managing Director,Portfolio Advisors Llc,dlienemann@portad.com,203-662-3456,Manual List Upload
10956136,Inactive Investor,Benjamin Engel,Financial Advisor,LPL Financial LLC Irvine CA 9841 Irvine Center Dr,benjamin.engel@lpl.com,,Salesforce
9626282,,Sharad Patney,,,sharad@vlinkinfo.com,,List import
10996562,Inactive Investor,Eric Lam,Branch Associate;Investment Analyst,"Cassedy Financial Group, Inc.",elam@cassedyfinancialgroup.com,,Salesforce
10442075,,SIMON WILLIAMS,,,swb7410@gmail.com,,Web Form Fillout
10934739,Inactive Investor,Karen Hillegas,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",karen.hillegas@equitable.com,,Salesforce
9641748,,sam reynolds,,,sam@forkast.news,,List import
226151,, -,,[[Unknown]],daverumrill@gmail.com,,Initial Salesforce Import
10796991,Inactive Investor,Cynthia Diccianni,Chief Executive Officer;Founder;Owner;Principal,"Diccianni Financial Group, Inc.",,,Salesforce
11198597,Inactive Investor,Gerard Clunan,Financial Advisor;Founder,"Hershey Financial Advisers, LLC",jerry@hersheyfinancialadvisers.com,,Salesforce
11117224,Inactive Investor,Elizabeth Shanley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",elizabeth.shanley@ml.com,,Salesforce
10873003,Inactive Investor,Stephanie Howard,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",stephanie.a.howard@nm.com,,Salesforce
10818603,Inactive Investor,Ruben Ruiz,Financial Professional,Money Concepts Capital Corp San Marcos TX 1920A Corporate Dr,,,Salesforce
10978735,Inactive Investor,Elizabeth Resnikoff,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
10614207,,Peter Santulli,Financial Advisor,,peter.santulli@wellsfargoadvisors.com,,List Import
11022003,Inactive Investor,Michael Sullivan,,J.P. Morgan Securities LLC Lakewood OH 14615 Detroit Ave,,,Salesforce
4319804,,Joy Luis,,,jimibera1@gmail.com,,Web Form Fillout
10815563,Inactive Investor,Joseph Bonura,Financial Professional,LPL Financial LLC Smithtown NY 240 E Main St,joseph.bonura@lpl.com,,Salesforce
9542946,,Aljanon Myers,,,undertakeram560@gmail.com,,List import
11163053,Inactive Investor,Karim Armand,Chief Compliance Officer;President,Colbert Investment Management Co Miami FL 1221 Brickell Ave,ka@colbertinvestment.com,,Salesforce
213632,,Oleg Zaytsev,,[Unknown],olegzaytsev@hotmail.com,,source
10846490,Inactive Investor,Steven Ghelardini,Financial Advisor;Financial Consultant,"Ameriprise Financial Services, LLC Lexington SC 311 Meetze Ave",steven.ghelardini@ampf.com,,Salesforce
10895318,Inactive Investor,Allison Moritz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10994448,Inactive Investor,Debra Manjarrez,,"Farmers Financial Solutions, LLC Yakima WA 3800 Fruitvale Blvd",,,Salesforce
373098,,Mike Shapiro,,[Unknown],mikeshapiromd@gmail.com,,source
9551910,,Rebecca Hueser,,,hueser.rebecca@principal.com,,List import
9594507,,Susan Shoemaker,Chief Compliance Officer,Riggs Asset Management Co Inc,sshoemaker@riggsadvisors.com,,List import
10926611,Inactive Investor,James Hill,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10983727,Inactive Investor,Taunya Abaya,Chief Executive Officer;Founder;Owner,Abaya Wealth Management LLC,taunya@taunyaabaya.com,,Salesforce
11177313,Inactive Investor,Robert Klarman,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
11176823,Inactive Investor,Linna Wu,Associate Banker;Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10907670,Inactive Investor,Todd Ganton,Financial Professional,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",todd.ganton@equitable.com,,Salesforce
11050847,Inactive Investor,Terry Gordy,,"Osaic Wealth, Inc. Hollywood CA Private Residence",,,Salesforce
10803353,Inactive Investor,Craig Ciarlelli,,Hinds Financial Group Inc,,,Salesforce
10985480,Inactive Investor,Michael Rapay,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Norfolk VA 150 Granby St,,,Salesforce
11143081,Inactive Investor,Richard Williams,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",,,Salesforce
188944,,Rustam Botashev,,[Unknown],manpower392@gmail.com,,
220507,,Irene Turnbull,,[Unknown],ireneturnbull@ymail.com,,Direct
10939257,Inactive Investor,Robert Shiner,,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
10773725,Inactive Investor,Francine Pena,,Cetera Advisor Networks LLC Belen NM 511 W Reinken Ave,penaf@ceteranetworks.com,,Salesforce
10770127,Inactive Investor,Maralyn Ferrer,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,maralyn.ferrer@morganstanley.com,,Salesforce
9620599,,Reem Sal,,,reemsal29@gmail.com,,List import
11109673,Inactive Investor,Rhonda Fitzwater,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",rhonda.fitzwater@prudential.com,,Salesforce
11029300,Inactive Investor,Salvatore Tavolilla,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",salvatore.tavolilla@equitable.com,,Salesforce
11030107,Inactive Investor,Bobby Hardin,,"MML Investors Services, LLC West Point MS 26241 W Main St",ghardin@financialguide.com,,Salesforce
10890906,Inactive Investor,Todd Paris,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",tparis@financialguide.com,,Salesforce
11012681,Inactive Investor,Lindy Barillas Hernandez,,J.P. Morgan Securities LLC Jacksonville FL 1140 Dunn Ave,,,Salesforce
10844657,Inactive Investor,Robert Waddell,Financial Professional,"Voya Financial Advisors, Inc. Houston TX 17000 El Camino Real",rob.waddell@voya.com,,Salesforce
10612821,,Christopher Fucci,Financial Advisor,,christopher.j.fucci@ampf.com,,List Import
9586287,,Jeffrey Bradley,,,jbradley@alescoadvisors.com,,List import
10877046,Inactive Investor,James Taylor,,LPL Financial LLC Houston TX 1717 West Loop S,james.r.taylor@lpl.com,,Salesforce
10200847,,ธงชัย วันอ้น,,,thongchaiwanon@gmail.com,,Web Form Fillout
11104020,Inactive Investor,Maria Teran,Branch Manager;Managing Director,Morgan Stanley New York NY 399 Park Ave,gabriela.teran@morganstanley.com,,Salesforce
10980319,Inactive Investor,Amy Beardain,,J.P. Morgan Securities LLC Plano TX 3720 State Hwy 121,,,Salesforce
11046766,Inactive Investor,David Peterson,Financial Consultant,"Equitable Advisors, LLC Irvine CA 2338 Scholarship",,,Salesforce
11088093,Inactive Investor,Jordan Arnold,,OneAscent Financial Services LLC Bluffton IN 1127 N Main St,jordan.arnold@oneascent.com,,Salesforce
11067012,Inactive Investor,Derek Evans,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",derek.evans@wellsfargoadvisors.com,,Salesforce
10982919,Inactive Investor,Dylan Giles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Universal City TX 3000 Pat Booker Rd",dylan.giles@ml.com,,Salesforce
9642010,,tayreffcox@gmail.com Cox,,,tayreffcox@gmail.com,,List import
10845754,Inactive Investor,Douglas Downer,Chief Compliance Officer;Founder;Managing Member;President,Sundowner Capital Management LLC,,,Salesforce
245852,,Not Provided,Reporter,CyberScoop,suzanne.smalley@cyberscoop.com,,Manual List Upload
9622010,,Darren Edmonds,,,dedmond1@uci.edu,,List import
10796327,Inactive Investor,James Finley,Portfolio Associate,Morgan Stanley New York NY 1 Penn Plz,james.finley@morganstanley.com,,Salesforce
11208609,Inactive Investor,Lisa Chacon,Co-Founder;Managing Member,"Chacon Diaz & Di Virgilio Wealth Management, LLC",lchacon@cddwealth.com,,Salesforce
10997316,Inactive Investor,Megan Duchesneau,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,megan.duchesneau@jpmorgan.com,,Salesforce
10954505,Inactive Investor,Dustin Farish,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dustin.farish@fidelity.com,,Salesforce
10794272,Inactive Investor,John Kaline,,Oppenheimer & Co. Inc.,,,Salesforce
11185404,Inactive Investor,William Mann,Senior Associate,"Beacon Pointe Advisors, LLC Greensboro NC 703 Green Valley Rd",,,Salesforce
10803608,Inactive Investor,Julia Battaglia,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",julia.battaglia@ml.com,,Salesforce
10662186,,Daniel Hamburger,,,dan.berg@sikich.com,,List Import
11051853,Inactive Investor,Brian Merrill,Director - Marketing;Investment Committee;Partner;Vice President,"Tanglewood Total Wealth Management, Inc.",bmerrill@tanglewoodwealth.com,,Salesforce
212828,,michael heleva,,retired,michael.heleva@outlook.com,4843883119,Content
9595263,,Ashley Franklin,,,existentialpimp@gmail.com,,List import
10754251,Inactive Investor,Ali Rahimi,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Claremont CA 456 W Foothill Blvd,ali.rahimi@morganstanley.com,,Salesforce
9588644,,Scott Darling,,,sdarling@aracapital.com,,List import
14923,,Jason Lu,,[Unknown],jason@gfru.it,,
11175301,Inactive Investor,Michael Perez,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3490 Piedmont Rd NE",,,Salesforce
11054934,Inactive Investor,Jeffrey Vaughn,,Stonex Securities Inc. Kannapolis NC 708 McLain Rd,jeff.vaughn@saswealth.com,,Salesforce
9579758,,Richard Sheffield,,,rsheffield@massmutual.com,,List import
10990322,Inactive Investor,Karl Timmerman,,"First Command Brokerage Services, Inc. New London CT 400 Bayonet St",katimmerman@firstcommand.com,,Salesforce
11202081,Inactive Investor,James Sonneborn,Partner;Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,james.sonneborn@corient.com,,Salesforce
10839571,Inactive Investor,Matthew Holtz,,"Next Financial Group, Inc. Patton PA 423 Marina Rd",matthew.holtz@nextfinancial.com,,Salesforce
11002937,Inactive Investor,David Morrow,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",davidmorrow@financialguide.com,,Salesforce
10647727,,Carole Pfeifer,,,carole.pfeifer@raymondjames.com,,List Import
10883455,Inactive Investor,John Chapman,Financial Planner;Partner;Wealth Manager,WorthPointe Newport Beach CA 895 Dove St,,,Salesforce
10883489,Inactive Investor,Donald Duncan,Financial Advisor;Managing Director,Savant Wealth Management,dduncan@savantwealth.com,,Salesforce
10798443,Inactive Investor,Frank Ocello,,"American Portfolios Financial Services, Inc.",focello@americanportfolios.com,,Salesforce
11183228,Inactive Investor,Jose Molina,,"Wells Fargo Clearing Services, LLC Sparks NV 1200 Disc Dr",jose.g.molina@wellsfargo.com,,Salesforce
10955105,Inactive Investor,Ryan Heyman,Financial Advisor,Edward Jones Beachwood OH 3355 Richmond Rd,ryan.heyman@edwardjones.com,,Salesforce
10973762,Inactive Investor,Corbin Larsen,,LPL Financial LLC Denver CO 2000 S Colorado Blvd,corbin.larsen@lpl.com,,Salesforce
9613172,,Gregory O'Leary,,,g.oleary@chesleytaft.com,,List import
347051,,Page Pennell,Vice President,"Equitable Advisors, Llc",page.pennell@axa-equitable.com,212-314-4600,Manual List Upload
10658314,,Susan Hedman,,,sue.hedman@benjaminfedwards.com,,List Import
10915550,Inactive Investor,Gregory Faust,Financial Advisor,Edward Jones Cincinnati OH 9654 Kenwood Rd,greg.faust@edwardjones.com,,Salesforce
10816054,Inactive Investor,Andrew Minnich,Managing Principal,Commonwealth Financial Network Fort Wayne IN 10319 Dawsons Creek Blvd,minnich@commonwealth.com,,Salesforce
10937441,Inactive Investor,Brett McMillan,Financial Advisor,"Osaic Wealth, Inc. Fort Smith AR 622 S 21st St",,,Salesforce
11159413,Inactive Investor,Jasmine Sehgal,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",jasmine.sehgal@ml.com,,Salesforce
10851737,Inactive Investor,James Moore,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",jdmoore@ml.com,,Salesforce
10830035,Inactive Investor,Matthew Sohns,Financial Advisor;Financial Planning Specialist;Government Entity Specialist;Senior Investment Management Consultant;Senior Vice,Morgan Stanley Utica NY 106 Business Park Dr,matthew.j.sohns@morganstanley.com,,Salesforce
11118491,Inactive Investor,Michael Gbur,,PFS Investments Inc. Harbor Springs MI 8468 M 119,michael.gbur@primerica.com,,Salesforce
11192403,Inactive Investor,Shelley Maxted,,"Wells Fargo Advisors Financial Network, LLC Oklahoma City OK 9150 N May Ave",shelley.sanders@wellsfargoadvisors.com,,Salesforce
10899113,Inactive Investor,Evan Eidelberg,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",evan.eidelberg@ml.com,,Salesforce
10908640,Inactive Investor,John English,Chief Compliance Officer;Managing Member,J W English Investment Management Services LLC,,,Salesforce
374037,,James Hadd,,[Unknown],jim@jimhadd.com,,source
10895366,Inactive Investor,Barbara Armstrong,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10831612,Inactive Investor,Ziya Agdamski,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11195462,Inactive Investor,Brian Jacobus,,Financial Advocates Investment Management,bjacobus@financialadvocates.com,,Salesforce
10952879,Inactive Investor,Maeve Grant,,Fidelity Brokerage Services LLC,,,Salesforce
10875173,Inactive Investor,John Kopp,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",john.r.kopp@nm.com,,Salesforce
10787292,Inactive Investor,Eric Leve,Director;Executive Vice President,"Bailard, Inc.",eleve@bailard.com,,Salesforce
10813434,Inactive Investor,Samuel Jacobs,,"Lion Street Financial, LLC Margate City NJ 6 N Pembroke Ave",sjacobs@lionstreet.com,,Salesforce
10866772,Inactive Investor,Alexander Crawford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,alexander.crawford@fidelity.com,,Salesforce
10833699,Inactive Investor,Michael Mullarney,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",mike.mullarney@nm.com,,Salesforce
203581,,Sean Everett,,[[Unknown]],sean@everettadvisors.com,,Database Upload
10961785,Inactive Investor,Bryce Carney,Financial Advisor,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",,,Salesforce
11037732,Inactive Investor,Susan Faust,Registered Associate,"Bill Few Associates, Inc.",sfaust@billfew.com,,Salesforce
10817385,Inactive Investor,Douglas Berl,Client Advisor,"Raymond James & Associates, Inc. San Francisco CA 101 California St",doug.berl@alex-brown.com,,Salesforce
11156134,Inactive Investor,Emma Nelson,,LPL Financial LLC Chaska MN 301 N Chestnut St,emma.nelson@lpl.com,,Salesforce
11175142,Inactive Investor,Jennifer Pahlke,,"Allstate Financial Services, LLC",,,Salesforce
10774321,Inactive Investor,Shubina Mathur,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",shubina.mathur@ml.com,,Salesforce
10887875,Inactive Investor,Calvin Jones,,"St. Bernard Financial Services, Inc.",cjones@stbernardfinancial.com,,Salesforce
333279,,Gordon Shearer,,CRA Financial,gsshearer@crafinancial.com,,
11075936,Inactive Investor,Brian Bobby,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Falls Church VA 2941 Fairview Park Dr",bbobby@kingsview.com,,Salesforce
10944626,Inactive Investor,Adham Kaibni,,LPL Financial LLC Miami FL 3350 Virginia St,adham.kaibni@lplfinancial.com,,Salesforce
9631167,,Andrew L,,,andrewccedu@gmail.com,,List import
11067209,Inactive Investor,Manju Tuladhar,,"Wells Fargo Clearing Services, LLC Woodland CA 444 Court St",manju.tuladhar@wellsfargo.com,,Salesforce
10888005,Inactive Investor,Ambreen Haider,Private Client Advisor,J.P. Morgan Securities LLC Sarasota FL 8373 Lockwood Ridge Rd,ambreen.haider@jpmorgan.com,,Salesforce
10915682,Inactive Investor,Kavya Naraparaju,,Goldman Sachs & Co.,,,Salesforce
10505863,,Eric Scheel,Individual,Individual,office87418@gmail.com,612-845-8898,List import
10965975,Inactive Investor,Justice Talas,,Edward Jones Bay City TX 1744 6th St,,,Salesforce
10990698,Inactive Investor,Peter Grassel,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,,,Salesforce
10880268,Inactive Investor,Michael Lamb,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,michael.lamb@fidelity.com,,Salesforce
10767599,Inactive Investor,Robert Riley,Wealth Advisor,LPL Financial LLC Hattiesburg MS 6440 US Hwy 98,bob.riley@lpl.com,,Salesforce
11189036,Inactive Investor,Nicholas Riotto,,"Kestra Investment Services, LLC",,,Salesforce
9565292,,Twedy Gusianto,,,twedyg5758@gmail.com,,List import
11210371,Inactive Investor,Brett Wacha,Financial Advisor,Edward Jones Kansas City MO 601 E 63rd St,brett.wacha@edwardjones.com,,Salesforce
11187652,Inactive Investor,Paola Walker,,J.P. Morgan Securities LLC Yorktown Heights NY 720 Lee Blvd,paola.macias@chase.com,,Salesforce
9547491,,Lawrence Lopez,,,larrylopezocala@gmail.com,,List import
11111179,Inactive Investor,Forest Fox,,Fox & Holland Investing LLC,,,Salesforce
10936170,Inactive Investor,Alyssa Heath,Chief Compliance Officer;Chief Operating Officer;Regulatory Contact,"Fire Capital Management, LLC San Francisco CA 237 Kearny St",,,Salesforce
11103286,Inactive Investor,Ann MacNaughton,Wealth Advisor,LPL Financial LLC Houston TX 3355 W Alabama St,ann.macnaughton@lpl.com,,Salesforce
11148009,Inactive Investor,Victoria Jackson,,NYLIFE Securities LLC Wichita KS 125 N Market St,vtjackson@ft.newyorklife.com,,Salesforce
11123436,Inactive Investor,Jose Garcia,Financial Advisor,"Ameriprise Financial Services, LLC Norwell MA 101 Longwater Cir",jose.l.garcia@ampf.com,,Salesforce
9575977,,James Roth,,,jim.roth@oysterllc.com,,List import
10977310,Inactive Investor,Dinon Hughes,Financial Consultant,"Nvest Financial, LLC Kennebunk ME 69 York St",dinon@nvestfinancial.com,,Salesforce
10787531,Inactive Investor,Paula Dailer,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",paula.dailer@schwab.com,,Salesforce
10781757,Inactive Investor,Stephen Kula,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,stephen.kula@ubs.com,,Salesforce
10969994,Inactive Investor,Timothy McNamara,Financial Advisor;Investment Advisor,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",tmcnamara@financialguide.com,,Salesforce
9549687,,duy nguyen,,,timlaimuoingin@gmail.com,,List import
9561742,,Leo Good,,,leogoodgoodleo@gmail.com,,List import
10852563,Inactive Investor,Zachary Gray,Chief Compliance Officer;Founder;Owner;President,Rooted Wealth Advisors,zach@rootedretirement.com,,Salesforce
248816,,Asem Qamhiyeh,Sales manager,FIS,asem.qamhiyeh@fisglobal.com,,Manual List Upload
11019468,Inactive Investor,Chadwick Weber,,Commonwealth Financial Network Portland ME 254 Commercial St,cweber@commonwealth.com,,Salesforce
9631329,,Joe Sadik,,,jfsother64@gmail.com,,List import
9615206,,Kamal Kazi,,,kamalkazi@hotmail.com,,List import
10885027,Inactive Investor,Brian Dixon,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Marion OH 165 W Center St",brian.dixon@wellsfargoadvisors.com,,Salesforce
11135726,Inactive Investor,Jessica Meyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11019235,Inactive Investor,Landon Young,,"Raymond James Financial Services, Inc. Paducah KY 84 Plantation Dr",,,Salesforce
9577477,,David Oddi,,,doddi@goodepartners.com,,List import
11128594,Inactive Investor,Mary Hoffman,Financial Advisor,Edward Jones San Diego CA 5230 Carroll Canyon Rd,mary.hoffman@edwardjones.com,,Salesforce
9615727,,james prieto,,,jjmp6000@gmail.com,,List import
11183398,Inactive Investor,Jennifer Gregory,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",jennifer.gregory@wfadvisors.com,,Salesforce
11072543,Inactive Investor,Martin Friel,Financial Advisor,"Ameriprise Financial Services, LLC Saint Charles IL 619 W Main St",martin.t.friel@ampf.com,,Salesforce
9544003,,Jason Marchant,,,jason.marchant@fidelity.com,,List import
10940997,Inactive Investor,Jon Bartholomew,Financial Advisor,GWN Securities Inc. West Chester PA 1233 Waterford Rd,jbartholomew@gwnsecurities.com,,Salesforce
11194126,Inactive Investor,Deborah George,,State Farm VP Management Corp. Mentor OH 7340 Center St,deborahgeorge@statefarm.com,,Salesforce
10989237,Inactive Investor,Iver Galarza,,"Robinhood Financial, LLC Denver CO 2373 15th St",iver.galarza@robinhood.com,,Salesforce
9588766,,jason moe,,,jason.moe25@gmail.com,,List import
10914370,Inactive Investor,Anne Werth,Financial Advisor,Lincoln Investment Pittsburgh PA Private Residence,awerth@lincolninvestment.com,,Salesforce
9632409,,Jermaine Simmons,,,archlandholdings@gmail.com,,List import
11077434,Inactive Investor,Matthew Smith,Senior Consultant,LPL Financial LLC Leominster MA 24 Monument Sq,matthew.c.smith@lpl.com,,Salesforce
10803711,Inactive Investor,Luke Tracy,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Seattle WA 601 Union St,luke.tracy@morganstanley.com,,Salesforce
11159030,Inactive Investor,Peter Callahan,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,peter.callahan@jpmorgan.com,,Salesforce
10871318,Inactive Investor,Daniel Molluzzo,Private Client Advisor,J.P. Morgan Securities LLC Pelham NY 35 5th St,daniel.molluzzo@jpmorgan.com,,Salesforce
10851689,Inactive Investor,Vicky Steffenhagen,Senior Registered Associate,Morgan Stanley Olean NY 202 W State St,vicky.steffenhagen@morganstanley.com,,Salesforce
11229710,Inactive Investor,Jason Hopkins,,"First Command Brokerage Services, Inc. Chesapeake VA 870 Greenbriar Cir",,,Salesforce
11164598,Inactive Investor,Leigh Murphy,,Cetera Investment Services LLC Latham NY 43 British American Blvd,leigh.murphy@ceterais.com,,Salesforce
11193254,Inactive Investor,Kevin Conant,,PFS Investments Inc. Toledo OH 3601 W Alexis Rd,kevin.conant@primerica.com,,Salesforce
11104672,Inactive Investor,Janet S. Berry,,UBS Financial Services Inc. New Haven CT 265 Church St,janet.berry@ubs.com,,Salesforce
233560,, -,,[[Unknown]],marianfuller@hotmail.com,,
11197454,Inactive Investor,Brian Dougher,,"MML Investors Services, LLC Wilkes Barre PA 1140 Hwy 315",,,Salesforce
352427,,Kellen West,Vice President Of Portfolio Management,Agis Management Llc,kwest@agiscapital.com,617-350-9894,Manual List Upload
10991215,Inactive Investor,Nicholas Laughton,Investment Advisor Representative;Managing Member;Principal,Diversified Capital Group,,,Salesforce
11212420,Inactive Investor,Albert Singleterry,Private Client Advisor,J.P. Morgan Securities LLC Azusa CA 1188 E Alosta Ave,albert.singleterry@jpmorgan.com,,Salesforce
10755646,Inactive Investor,Michael Passante,Financial Advisor,Commonwealth Financial Network Tempe AZ 4015 S Mcclintock Dr,mpassante@commonwealth.com,,Salesforce
9646015,,Kyle Verma,,,kyleverma@yahoo.com,,List import
10834821,Inactive Investor,Tammy Earles,Financial Advisor,Edward Jones Ponchatoula LA 18435 Hwy 22,tammy.earles@edwardjones.com,,Salesforce
10895697,Inactive Investor,Meaghan Schulte,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated O Fallon IL 475 Regency Park",,,Salesforce
11119884,Inactive Investor,Tracey Buonarota,Senior Client Associate,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",tracey.buonarota@rbc.com,,Salesforce
10926750,Inactive Investor,John Yerkes,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",jyerkes@financialguide.com,,Salesforce
10619068,,Jennifer Shifrin,,,jennifer.frazin@morganstanley.com,,List Import
9540526,,Peter GoldenCoin TS LLC,,GoldenCoin TS LLC,palderman@goldentree.com,,List Import
10848160,Inactive Investor,Brent Lee,,"Concorde Investment Services, LLC Williston ND 125 Main St",blee@concordeis.com,,Salesforce
9587758,,Michael Natale,,,mike@myfcm.com,,List import
9608067,,Inemikaye Christian,,,inemso@gmail.com,,List import
11002997,Inactive Investor,Cayetano Calderon,,J.P. Morgan Securities LLC Oak Park IL 800 Madison St,cayetano.calderon@jpmorgan.com,,Salesforce
10505998,,Rick Butler,Principal,RAM Investments,rbutler614@yahoo.com,312-623-4413,List import
10961025,Inactive Investor,Carissa Awakian,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,carissa.awakian@jpmorgan.com,,Salesforce
10942769,Inactive Investor,Elena Voin,,LPL Financial LLC Medford OR 33 N Central Ave,elena.voin@lpl.com,,Salesforce
10879518,Inactive Investor,Olivia Busch,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9632867,,Tim Meredith-Golan,,,dventures16@gmail.com,,List import
347856,,Michael Ball,,United Planners' Financial Services of America A Limited Partner,maball@unitedplanners.com,480-991-0225,
10858299,Inactive Investor,Terry Heinrichs,,"Sanctuary Securities, Inc. Madison WI 401 Charmany Dr",theinrichs@sanctuarywealth.com,,Salesforce
10487678,,Michael Walden,,LPL Financial LLC,dd7673_2000@yahoo.com,,List Import
11052007,Inactive Investor,Denise Hannula,,J.P. Morgan Securities LLC Brick NJ 499 Rte 70,denise.hannula@jpmorgan.com,,Salesforce
10795760,Inactive Investor,Meliha Stevanovic,Senior Client Associate,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",meliha.stevanovic@wellsfargoadvisors.com,,Salesforce
11205976,Inactive Investor,Stacy Seeger,,"Raymond James Financial Services, Inc. Chattanooga TN 801 Broad St",stacy.seeger@raymondjames.com,,Salesforce
11103094,Inactive Investor,Alan Wolf,Financial Advisor,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,awolf@rwbaird.com,,Salesforce
11011062,Inactive Investor,Travis Mcginnis,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,tmcginnis@primerica.com,,Salesforce
10805055,Inactive Investor,Aaron Meisner,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",aaron.meisner@ml.com,,Salesforce
5999568,,William E Johnson,,,xegotoj920@kaftee.com,,Web Form Fillout
10997211,Inactive Investor,Juan Arcila,,"CNR Securities, LLC",juan.arcila@cnr.com,,Salesforce
11233078,Inactive Investor,Deborah Solomon,,"Empower Financial Services, Inc",deborah.solomon@empower.com,,Salesforce
10947625,Inactive Investor,Christopher Clark,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10952485,Inactive Investor,Brian Hilderbrand,Portfolio Manager;Research Analyst,"VELA Investment Management, LLC",bhilderbrand@vela-im.com,,Salesforce
11183741,Inactive Investor,Ingrid Galindo,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,ingrid.galindo@primerica.com,,Salesforce
11137059,Inactive Investor,Bryan Anderson,Financial Advisor,Edward Jones Camas WA 19221 SE 34th St,bryan.anderson@edwardjones.com,,Salesforce
10883093,Inactive Investor,Ryan Havicon,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11016058,Inactive Investor,Eric Goodrich,,"FBL Marketing Services, LLC Schuyler NE 1035 Road E",eric.goodrich@fblfinancial.com,,Salesforce
10793593,Inactive Investor,Crystal Walker,Financial Advisor,LPL Financial LLC Chattanooga TN 345 Frazier Ave,crystal.walker@lpl.com,,Salesforce
9542959,,giri chakravarthi,,,halcyonadv@yahoo.com,,List import
10798230,Inactive Investor,Donald Nurkala,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",don_nurkalaiii@ml.com,,Salesforce
10966434,Inactive Investor,Natasha-Christina Akda,Chief Compliance Officer;Chief Legal Counsel;Chief Legal Officer;Chief Operating Officer;General Counsel,Cordoba Advisory Partners LLC,nca@cordobapartners.co,,Salesforce
10891999,Inactive Investor,Raymond McGrath,,"CapFinancial Securities, LLC. New York NY 40 Wall St",,,Salesforce
10954298,Inactive Investor,James Whiddon,Chief Executive Officer;Co-Founder;Manager;Member,"Evidence Wealth, LLC",,,Salesforce
11230771,Inactive Investor,Nicholas Retzlaff,,LPL Financial LLC Saint Paul MN 652 Bielenberg Dr,nicholas.retzlaff@lpl.com,,Salesforce
371392,,Jane B Smoot,,[Unknown],jbsmoot@gmail.com,,Salesforce
10850226,Inactive Investor,Jean-Paul Chenette,Financial Advisor,"Osaic Wealth, Inc. Senoia GA Private Residence",,,Salesforce
10955798,Inactive Investor,Melanie McGirr,Financial Advisor,Edward Jones Denver CO 8340 E Northfield Blvd,melanie.lutz@edwardjones.com,,Salesforce
11171527,Inactive Investor,Joshua Baker,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",joshua.baker@nm.com,,Salesforce
10993329,Inactive Investor,Stacy Colonna,Financial Advisor,"Sound Income Strategies, LLC",,,Salesforce
11105822,Inactive Investor,Shand Hardy,,"FBL Marketing Services, LLC Coalville UT 30 S Main St",shand.hardy@fbfs.com,,Salesforce
10780416,Inactive Investor,Jessica Dejager,Assistant Vice President;Relationship Manager;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",jessica.dejager@ml.com,,Salesforce
10801898,Inactive Investor,Gilbert Marababol,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,gilbert.marababol@primerica.com,,Salesforce
10853053,Inactive Investor,Mark Rowen,Managing Member;Principal,"Rowen Capital Management, LLC",,,Salesforce
64684,,Alfred Vanliew,Managing Partner,Van Liew Capital Inc,avanliew@vanliewtrust.com,401-272-2510,Manual List Upload
3270147,,ryan cresswell,,,ryan@mycresswell.com,,Web Form Fillout
11178860,Inactive Investor,Matylda Kiljan,,LPL Financial LLC Rochester NY 1400 Miracle Mile Dr,,,Salesforce
11092260,Inactive Investor,Michael Makara,,State Farm VP Management Corp. Garland TX 828 Belt Line Rd,mike.makara.j15x@statefarm.com,,Salesforce
11048955,Inactive Investor,Andrew Lester,,"Ceros Financial Services, Inc. Armonk NY Private Residence",alester@cerosfs.com,,Salesforce
10854754,Inactive Investor,Vivian Maass,Private Client Advisor,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,vivian.maass@jpmorgan.com,,Salesforce
11043318,Inactive Investor,Chiahwei Ku,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",chiahwei.ku@ml.com,,Salesforce
11020865,Inactive Investor,Ryan Walton,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,ryan.walton@ncsecu.org,,Salesforce
11139252,Inactive Investor,Charles Pinigis,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Duluth GA 2180 Satellite Blvd",cpinigis@ampf.com,,Salesforce
10909440,Inactive Investor,Mary Ishikawa,,"Allstate Financial Services, LLC Arroyo Grande CA 705 E Grand Ave",mishikawa@allstate.com,,Salesforce
11149066,Inactive Investor,Tyler Kahl,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10870072,Inactive Investor,David Bailey,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,davidbaileyii.team@fidelity.com,,Salesforce
10839354,Inactive Investor,Adam Todd,,"Lion Street Financial, LLC Tyler TX 1828 E Southeast Loop 323",atodd@lionstreet.com,,Salesforce
353278,,Jeff Van Harte,,Van Harte-Smith Revocable Trust,vanharte@comcast.net,,Organic Search
9607403,,Charlotte De Brabandt,,,cdebraba@its.jnj.com,,List import
11163001,Inactive Investor,Kenneth Long,Executive Vice President;Vice President,Heritage Investors Management Corp,klong@heritageinvestors.com,,Salesforce
10811765,Inactive Investor,Nicholas Connor,Director;Division Chief Operating Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",nicholas_connor@ml.com,,Salesforce
11158880,Inactive Investor,Susan Weitzman,Director - Alternative Investments;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,susan.g.weitzman@morganstanley.com,,Salesforce
11182250,Inactive Investor,Matthew Cieslik,,"Prudential Annuities Distributors, Inc",matthew.cieslik@prudential.com,,Salesforce
11188539,Inactive Investor,Tyler Cruz,,J.P. Morgan Securities LLC Bedford TX 2204 Harwood Rd,tyler.cruz@jpmorgan.com,,Salesforce
10825540,Inactive Investor,Ray Schoonover,Chief Compliance Officer;Investment Advisor;President,S2O Capital Management,ray@s2ocapital.com,,Salesforce
10988373,Inactive Investor,Maxwell Galligan,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10831788,Inactive Investor,Scott Breslow,,"The Investment Center, Inc. Highlands NJ Private Residence",sbreslow@investmentctr.com,,Salesforce
9594561,,Michael Moran,,,mike@behnkenfinancial.com,,List import
10779921,Inactive Investor,Arthur Shad,Executive Director;Wealth Advisor,Morgan Stanley Jacksonville FL 50 N Laura St,arthur.shad@morganstanley.com,,Salesforce
9642621,,Marc Moore,,,marc_tabatha@yahoo.com,,List import
11128795,Inactive Investor,Toan Nguyen,,PFS Investments Inc. La Mirada CA 14241 Firestone Blvd,,,Salesforce
10611357,,Luigi Veltri,"Senior Financial Advisor, Vice President",,luigi.f.veltri@ml.com,,List Import
11029592,Inactive Investor,David Vogan,Manager,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9609333,,Qasim Ali,,,qqqasimali05@gmail.com,,List import
10646608,,Kerry Farr,,,kerry_farr@ml.com,,List Import
224103,,Brendan Newell,,[Unknown],bnewell@prottonmail.com,,
10988123,Inactive Investor,Denis Moiseyev,,Safra Securities LLC,denis.moiseyev@safra.com,,Salesforce
9541345,,Abhi Jajur,,,abhishank.jajur@merchant-edge.com,,List import
10618770,,Peter Dubois,,,peter.dubois@morganstanley.com,,List Import
10986540,Inactive Investor,Shamina Beasley,,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,sbeasley@primerica.com,,Salesforce
9622701,,Candi Garrett,,,candi@moneymoveslive.com,,List import
11187946,Inactive Investor,Ben Moss Lauderdale,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11073301,Inactive Investor,Stephen Tichacek,,The Yanker Group,,,Salesforce
11053634,Inactive Investor,Stratton Harrison,Associate Financial Advisor,AW Securities Glenview IL 4350 DI Paolo Ctr,sharrison@rwbaird.com,,Salesforce
11197481,Inactive Investor,John Barnes,Financial Advisor;Senior Vice President,"Wilmington Capital Securities, LLC Naples FL 365 5th Ave S",jbarnes@wilmingtoncap.com,,Salesforce
11020739,Inactive Investor,John Frye,Senior Advisor,Carnegie Investment Counsel Los Angeles CA 1875 Century Park E,jfrye@carnegieinvest.com,,Salesforce
218583,,Christina Lynn,,[Unknown],christina@christinalynn.net,,
243365,,William Bruckner,Managing Director,BNY Mellon,wbruckner@pershing.com,12014132141,Manual List Upload
11222612,,James Buckingham,,,buckingham@tarealty.com,,List Import
53003,,Kelly McDonald,,"Securities America Advisors, Inc.",kelly.mcdonald@securitiesamerica.com,731-660-6439,
9563644,,Reza Azizian,,,azizianus@gmail.com,,List import
9591685,,Kevin Power,,,kpower@pantheon.com,,List import
372852,,Jeremy Stoll,,[Unknown],jeds_243@hotmail.com,,source
10844016,Inactive Investor,Stephen Cuneo,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville FL 2850 NW 43rd St",stephen.cuneo@ml.com,,Salesforce
10998617,Inactive Investor,Sabrina Gatewood,,"MML Investors Services, LLC Winston Salem NC 406 Harvey St",sgatewood@financialguide.com,,Salesforce
11082294,Inactive Investor,Julia Ragland,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,ff285@primerica.com,,Salesforce
10995884,Inactive Investor,Richard Hamilton,,"MML Investors Services, LLC Franklin TN Private Residence",richardhamilton@financialguide.com,,Salesforce
11183372,Inactive Investor,Kenneth Krammes,Financial Services Representative,"MML Investors Services, LLC Schuylkill Haven PA 1660 Long Run Rd",kkrammes@financialguide.com,,Salesforce
10943788,Inactive Investor,Debra Geddes,Operations Manager;Vice President,"Wells Fargo Advisors Financial Network, LLC Zanesville OH 1380 Brandywine Blvd",debra.geddes@wfafinet.com,,Salesforce
11220473,,Duane Oakes,,,doakes@seic.com,,Other
10874653,Inactive Investor,Andres Manjarres,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",andres.manjarres@ml.com,,Salesforce
10766395,Inactive Investor,Joseph Evanovich,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Dubuque IA 3100 Cedar Crest Rdg",joseph.2.evanovich@ampf.com,,Salesforce
348751,,Lynn Ferraina,Financial Advisor,Ciccarelli Advisory Services Inc,lynn@cas-naplesfl.com,239-262-6577,Manual List Upload
9585914,,Mark Maloney,,,mmaloney@paladincapgroup.com,,List import
11124579,Inactive Investor,Dimitris Lorandos,,"Cambridge Investment Research, Inc. Hendersonville TN Private Residence",,,Salesforce
10801425,Inactive Investor,Lloyd Kearl,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lloyd.kearl@fidelity.com,,Salesforce
10870526,Inactive Investor,Shea Curtin,Associate Director;Financial Advisor;Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,shea.curtin@morganstanley.com,,Salesforce
9628637,,Yichen Wu,,,yichen0228@gmail.com,,List import
11045197,Inactive Investor,Scott Burns,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",scott.burns@bofa.com,,Salesforce
10939213,Inactive Investor,Carla Leegaard,,"Mutual Securities, Inc. Lake Mills IA 402 W Main St",carla.leegaard@mutualsecurities.com,,Salesforce
10954095,Inactive Investor,Fawas Onifade,,Fidelity Brokerage Services LLC,,,Salesforce
10918309,Inactive Investor,Constantina Cox,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Allen TX 908 W McDermott Dr,constantina.cox@jpmorgan.com,,Salesforce
9561015,,John Siciliano,,,jsiciliano@cambridgesecure.com,,List import
10858026,Inactive Investor,Christopher Phillips,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",chris.phillips2@ml.com,,Salesforce
10756789,Inactive Investor,Beatriz Gomez,Private Wealth Relationship Manager;Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",beatriz1.gomez@ml.com,,Salesforce
10935078,Inactive Investor,Jose Di Raimondo,,PFS Investments Inc. Los Angeles CA 1800 Vine St,jose.diraimondo@primerica.com,,Salesforce
11095596,Inactive Investor,Hilary Bryson,Client Service Associate;Portfolio Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,hilary.bryson@morganstanley.com,,Salesforce
228053,, -,,[Unknown],doganoncul@protonmail.com,,
11058220,Inactive Investor,Levi Palomo,,"Osaic Wealth, Inc. Oak Brook IL 900 Jorie Blvd",,,Salesforce
11236119,Inactive Investor,Amy Seamon,,"M Holdings Securities, Inc. Moosic PA 30 ED Preate Dr",,,Salesforce
11124504,Inactive Investor,Javier Hernandez,,"Allstate Financial Services, LLC Hollywood FL 8936 Taft St",javierhernandez@allstate.com,,Salesforce
372679,,Paul Guelpa,,Canada,paul.guelpa@gmail.com,,source
11014789,Inactive Investor,Carolina Machado,,"Robinhood Securities, LLC",carolina.machado@robinhood.com,,Salesforce
8480984,,Nathan Kunkel,,Mariner Wealth Advisors,nate.kunkel@marinerwealthadvisors.com,(859) 496-9338,List Import
10619187,,Curtis Loveday,,,curtis.loveday@benjaminfedwards.com,,List Import
11213215,Inactive Investor,Janice Jeffers,,Fidelity Brokerage Services LLC,janice.miksch@fidelity.com,,Salesforce
2375872,,Omsaran Omsaran,,,omsaran088@gmail.com,,
11059378,Inactive Investor,Ryan Leamy,Financial Analyst,"EPIQ Capital Group, LLC",rleamy@epiqcg.com,,Salesforce
10659760,,Deborah Serpico,,,deborah.serpico@primerica.com,,List Import
10931071,Inactive Investor,David Seay,Wealth Management Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,david.seay@morganstanley.com,,Salesforce
10997585,Inactive Investor,Regis Bingham,Investment Advisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Chesapeake VA 1403 Greenbrier Pkwy",regis.bingham@tfaconnect.com,,Salesforce
10779944,Inactive Investor,Peter Bouley,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",peter.bouley@ml.com,,Salesforce
10801960,Inactive Investor,Jeanne Duncan,Financial Advisor,Edward Jones Maryville TN 722 W Lamar Alexander Pkwy,jeanne.duncan@edwardjones.com,,Salesforce
11103041,Inactive Investor,Spencer Olson,Financial Advisor,LPL Financial LLC Fort Collins CO 2420 E Harmony Rd,spencer.olson@lpl.com,,Salesforce
11209623,Inactive Investor,Joshua Hollar,Financial Advisor,Edward Jones Easley SC 1818 E Main St,josh.hollar@edwardjones.com,,Salesforce
10882745,Inactive Investor,Sonia Rebollo-Mccloskey,Financial Advisor,Edward Jones Broomfield CO 9035 Wadsworth Pkwy,sonia.mccloskey@edwardjones.com,,Salesforce
10980211,Inactive Investor,Rebecca Wesselmann,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11151266,Inactive Investor,John Ertle,Financial Advisor,Edward Jones Toms River NJ 173 Rte 37 W,john.ertle@edwardjones.com,,Salesforce
140191,,Bradley Wilson,,Boston Private Wealth,bwilson@bostonprivatebank.com,201-352-7110,
10773617,Inactive Investor,Bahram Behray,Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",bob.behray@wellsfargoadvisors.com,,Salesforce
11069239,Inactive Investor,Maria Humphrey,,Wealthfront Brokerage LLC La Center WA Private Residence,maria@wealthfront.com,,Salesforce
10960733,Inactive Investor,Matthew Liegl,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,matthew_liegl@vanguard.com,,Salesforce
9553460,,Yuvraj Sisodia,,,ysisodia@gwnsecurities.com,,List import
10984179,Inactive Investor,Alfred Jackson,,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
10884417,Inactive Investor,Christian Cichan,Financial Advisor;Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",christian.cichan@ml.com,,Salesforce
10770211,Inactive Investor,Theodore De Giacomo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",,,Salesforce
11176461,Inactive Investor,Elizabeth Olney,Financial Advisor,Edward Jones San Antonio TX 1846 N Loop 1604 W,elizabeth.olney@edwardjones.com,,Salesforce
10754982,Inactive Investor,Jason Lee,Financial Advisor;First Vice President,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,jason.y.lee@morganstanley.com,,Salesforce
10798851,Inactive Investor,Tamilla Simpson,Financial Advisor,LPL Financial LLC Manhattan MT 116 W Main St,tamilla.simpson@lpl.com,,Salesforce
10868704,Inactive Investor,Roberto Torres,Financial Professional,"Equitable Advisors, LLC El Paso TX 1005 E Yandell Dr",roberto.torres@equitable.com,,Salesforce
9596474,,Rebecca Sierp,"Chief Compliance Officer, Compliance Officer, Director - Operations",WPWealth LLP,rebecca.sierp@wpwealth.com,,List Import
11043036,Inactive Investor,Christopher Hooper,Financial Advisor,Edward Jones Rochester NH 120 Washington St,chris.hooper@edwardjones.com,,Salesforce
11159324,Inactive Investor,Mark Allen,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,mark.allen@fidelity.com,,Salesforce
9599940,,Tyler Fortney,,,tyler.fortney@thinkingbeyond.com,,List import
5514,, -,,[[Unknown]],dr_fatboy@hotmail.com,,Initial Salesforce Import
11098245,Inactive Investor,John Guilds,,Emerson Equity LLC Irvine CA 9940 Research Dr,jguilds@emersonequity.com,,Salesforce
9629686,,Jamil Chowdhury,,,ryomaj89@gmail.com,,List import
10809171,Inactive Investor,Summer Maxwell,Associate Financial Advisor;Financial Advisor;Foundations Associate,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,smaxwell@rwbaird.com,,Salesforce
11261522,Inactive Investor,Kathy Vorisek,Board Director;Chief Investment Officer;Head - Equity Management;Portfolio Manager;Senior Managing Director,"Mesirow Financial Investment Management, Inc.",kvorisek@outlook.com,,Google Ad
11004290,Inactive Investor,Austin Walther,Financial Associate,Thrivent Investment Management Inc. Freeport IL 524 W Stephenson St,austin.walther@thrivent.com,,Salesforce
11145347,Inactive Investor,Chris McCrary,,"Wells Fargo Advisors Financial Network, LLC Los Gatos CA 20 S Santa Cruz Ave",chris.mccrary@wfafinet.com,,Salesforce
10657936,,Terry Milou,,,terry.milou@db.com,,List Import
10954035,Inactive Investor,Tracy Jackola,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11235106,Inactive Investor,Anthony Mlachnik,Advisor,"NorthRock Partners, LLC Milwaukee WI 520 W Juneau Ave",anthony.mlachnik@northrockpartners.com,,Salesforce
9648366,,Carlos Huerta,,,carlosehuerta@gmail.com,,List import
9607060,,William Kortepeter,,,bkortepeter@gmail.com,,List import
10614286,,Ezekiel Zimmerman,Financial Advisor,,ezimmerman26@gmail.com,,List Import
10479591,,Steven Lubka,,,blockchaininnovations@gmail.com,,Web Form Fillout
9584910,,Thomas Sullivan,,,tom@sullivanfinancialadvisors.com,,List import
11156032,Inactive Investor,Geoffrey Barnhouse,,"Ameriprise Financial Services, LLC Richmond VA 7500 Boulder View Dr",geoffrey.barnhouse@ampf.com,,Salesforce
11199748,Inactive Investor,David Biney,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9628676,,Chip Gerstenmaier,,,cgerstenmaier@harbert.net,,List import
12752,,Quinn Kiley,Managing Director,"Advisory Research, Inc.",qkiley@famcomlp.com,,Database Upload
11234661,Inactive Investor,Matthew Mantooth,Financial Advisor;Managing Director,Morgan Stanley Huntsville AL 305 Church St SW,,,Salesforce
10788671,Inactive Investor,James Cote,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,james.cote@fidelity.com,,Salesforce
11135057,Inactive Investor,Kimberly Kent,,"Ameriprise Financial Services, LLC Cranston RI 1150 New London Ave",kimberly.kent@ampf.com,,Salesforce
10980711,Inactive Investor,Hunter Smith,Advisor;Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,Cornerstone Investment Services,hsmith@cornerstoneinvestmentservices.com,,Salesforce
9635951,,Todd Solomon,,,tsolomon@hallidayfinancial.com,,List import
10895355,Inactive Investor,Tara Seidel,,Goldman Sachs & Co.,,,Salesforce
10871617,Inactive Investor,Beth Robak,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",beth.robak@ml.com,,Salesforce
10950798,Inactive Investor,Kimborah Speir,Private Client Banker,J.P. Morgan Securities LLC Lexington KY 727 E Euclid Ave,kimborah.speir@jpmorgan.com,,Salesforce
10928153,Inactive Investor,Linda Greenfield,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10772836,Inactive Investor,Ronald Kummerer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",ronald_kummerer@ml.com,,Salesforce
10648459,,Brian Harvey,,,brian.harvey@fmr.com,,List Import
11208017,Inactive Investor,Andrew Renz,Financial Advisor,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",andrew.renz@hantzgroup.com,,Salesforce
10657570,,Jaron Jordan,,,jaron.jordan@chase.com,,List Import
9559767,,Jerry Miller,,,michealflores440@gmail.com,,List import
9547601,,Christopher Virtue,,,csvirtue@gmail.com,,List import
10931919,Inactive Investor,Grant Runyan,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",grant.runyan@mutualofomaha.com,,Salesforce
10782559,Inactive Investor,Frank Sierra,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Tampa FL 100 N Tampa St,frank.r.sierra@morganstanley.com,,Salesforce
11090508,Inactive Investor,Chris Lalande,Financial Advisor,Edward Jones Seattle WA 14400 Ambaum Blvd SW,chris.lalande@edwardjones.com,,Salesforce
11128353,Inactive Investor,Steve Marin,,B. Riley Wealth Management Boca Raton FL 5000 T Rex Ave,,,Salesforce
10614993,,Howard Harrow,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,howard.harrow@morganstanley.com,,List Import
11131140,Inactive Investor,Cathleen Adams,,UBS Financial Services Inc. Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10799677,Inactive Investor,Eric Weissman,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10781680,Inactive Investor,David Nelson,Executive Vice President;Regional Manager,Arvest Wealth Management Bartlesville OK 100 SE Frank Phillips Blvd,dnelson@arvest.com,,Salesforce
10852259,Inactive Investor,Cody Nesbitt,Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,cody.nesbitt@ubs.com,,Salesforce
335716,,Emily Reidenouer,,Carroll Financial Associates Inc,ereidenouer@carrollfinancial.com,,
10866530,Inactive Investor,John Brown,,LPL Financial LLC Beachwood OH 3750 Park East Dr,john.brown@lpl.com,,Salesforce
9614199,,Tak Hara,,,takayuki_h@nifty.com,,List import
10900271,Inactive Investor,Rosalba Salinas,Senior Wealth Relationship Manager,Citigroup Global Markets Inc. Fresno CA 1010 E Perrin Ave,rosie.salinas@citi.com,,Salesforce
11072429,Inactive Investor,Francis Gillis,Advisor;Financial Planner;Retirement Plan Manager,Dynamic Wealth Advisors Fort Collins CO 155 Boardwalk Dr,fgillis@dwaria.com,,Salesforce
10799588,Inactive Investor,James Capuano,Financial Professional,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",james.capuano@prudential.com,,Salesforce
10905862,Inactive Investor,Casey Griesemer,,LPL Financial LLC Bonney Lake WA Private Residence,casey.griesemer@lpl.com,,Salesforce
10954517,Inactive Investor,Anthony Iacovelli,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,anthony.iacovelli@fidelity.com,,Salesforce
60318,,David Morgan,Managing Member & Chief Compliance Officer,"Morganrosel Wealth Management, Llc",david.morgan@morganrosel.com,303-647-3801,Manual List Upload
11195500,Inactive Investor,Dee Darrington,,Cetera Investment Services LLC Burley ID 397 Overland Ave,dee.darrington@ceterais.com,,Salesforce
10840513,Inactive Investor,John Shillingford,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,zach.shillingford@morganstanley.com,,Salesforce
11255478,Inactive Investor,Mark Vandenburg,Financial Advisor,Prepared Retirement Institute LLC,,,Salesforce
216393,,Simon Lack,,simon lack,slack@millenniumglobal.com,,Event
11228750,Inactive Investor,Uma Hemrajani,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,uma.hemrajani@jpmorgan.com,,Salesforce
213879,,ANDRE HONORATO,,[Unknown],andrehonorato1@gmail.com,,
10890109,Inactive Investor,Perry Zhang,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",zhangp@stifel.com,,Salesforce
11100329,Inactive Investor,Patricia Saam,,State Farm VP Management Corp. Allentown PA 1050 S Cedar Crest Blvd,patty.saam.qdb1@statefarm.com,,Salesforce
9596643,,Larry Krause,,,larry@tessaraadvisors.com,,List import
10980542,Inactive Investor,John Todd Clemons,,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,john-todd.clemons@lpl.com,,Salesforce
342549,,Tom Hartley,Vice President,Hartley Advisors Corp.,tomh@hartleyadvisors.com,215-801-4830,Manual List Upload
11145440,Inactive Investor,Peter Schimmel,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
9615521,,Rafael Lajeunesse,,,rsl@reachx.co,,List import
11006874,Inactive Investor,James McCormick,Investment Associate,Davenport & Company LLC Williamsburg VA 5400 Discovery Park Blvd,imccormick@investdavenport.com,,Salesforce
11173945,Inactive Investor,Aleksandar Stoiljkovic,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aleksandar_stoiljkovic@vanguard.com,,Salesforce
10962306,Inactive Investor,Jessica Sutcliffe,,State Farm VP Management Corp. Fort Madison IA 2623 Avenue L,jessica.n.steenberg.un9d@statefarm.com,,Salesforce
9593110,,Jacob Asparian,,,jacob@soldbyjacob.com,,List import
11059716,Inactive Investor,Larry Barnes,,NYLIFE Securities LLC Clinton NC 312 College St,lbarnes@ft.newyorklife.com,,Salesforce
11045335,Inactive Investor,Pamela Glaser,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",pamela.glaser@wellsfargoadvisors.com,,Salesforce
11080454,Inactive Investor,Stewart Dagnon,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10969815,Inactive Investor,Christopher Jones,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. Charleston SC 152 E Bay St",chris.jones@firstcitizens.com,,Salesforce
9617704,,Ryan Adams,,,radams@radcliffefunds.com,,List import
9565081,,Elie -,,,borgerfinancial@aol.com,,List import
11126911,Inactive Investor,Jessica Campbell,,"Allstate Financial Services, LLC Marrero LA 2201 Barataria Blvd",jessicacampbell@allstate.com,,Salesforce
11169969,Inactive Investor,Ronald Lamb,,J.P. Morgan Securities LLC Orlando FL 450 S Orange Ave,ronald.lamb@jpmorgan.com,,Salesforce
9560322,,JoseAguayo Aguayo,,,bewareurdevil@gmail.com,,List import
10680342,,William Eustis,,,weustis@pacificpremiertrust.com,,List Import
10798918,Inactive Investor,Pamela Mellor,Associate General Agent,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,pamela_mellor@glic.com,,Salesforce
11159851,Inactive Investor,Jennifer Chan,Shareholder;Wealth Manager,LNW,jchan@lnwadvisors.com,,Salesforce
11038512,Inactive Investor,Alexander Lau,Financial Services Representative,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
10862521,Inactive Investor,Margaret Reid,,Cetera Advisor Networks LLC Irvine CA 17500 Red Hill Ave,reidm@ceteranetworks.com,,Salesforce
10951572,Inactive Investor,Mona Bokor,,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",bokor.mona@principal.com,,Salesforce
10903281,Inactive Investor,John Schriever,Financial Advisor,"MML Investors Services, LLC Hancock MD 79 W Main St",jschriever@massmutual.com,,Salesforce
11083090,Inactive Investor,Cristopher Valladares,Financial Advisor,PNC Investments Naperville IL 9 E Ogden Ave,cristopher.valladares@pnc.com,,Salesforce
337514,,Mike Hughes,Chartered Financial Consultant,"Innovative Financial Solutions, Inc.",mike@ifsincaz.com,480-345-8540,Manual List Upload
11012567,Inactive Investor,Alvin Tan,,"Equitable Advisors, LLC Irvine CA 2050 Main St",alvin.tan@equitable.com,,Salesforce
11260707,Inactive Investor,Richard Failoo-Velasquez,,Key Investment Services LLC Glastonbury CT 2510 Main St,,,Salesforce
3074221,,Raju Rajuvai,,,rajuvairaju62@gmail.com,,
10928999,Inactive Investor,Jennifer Adams,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9556283,,James Schoenmaker,,,jamess@slavic.net,,List import
10539175,,TOM ERASMUS,,,hballwall@yahoo.com,,Web Form Fillout
11002980,Inactive Investor,Christian Corral,,J.P. Morgan Securities LLC Manhattan Beach CA 700 S Sepulveda Blvd,christian.corral@jpmorgan.com,,Salesforce
10990073,Inactive Investor,Gwyneth Brown,,William Blair,,,Salesforce
10908348,Inactive Investor,Diana Bender,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11223039,,Michael Mullins,,,mmullins@gardnerfinancialmn.com,,List Import
10823418,Inactive Investor,Scott Anderson,Director;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,scott.l.anderson@morganstanley.com,,Salesforce
10903467,Inactive Investor,Daniel Watkins,Financial Advisor,Edward Jones Eugene OR 3067 W 11th Ave,dan.watkins@edwardjones.com,,Salesforce
11076408,Inactive Investor,Bradford Ritchie,,"MML Investors Services, LLC Kennett Square PA 699 Unionville Rd",bgritchie@financialguide.com,,Salesforce
10982348,Inactive Investor,Kaitlin Carlson,Financial Advisor,"WMS Partners, LLC",,,Salesforce
11045621,Inactive Investor,Florence Isaac,,"Pruco Securities, LLC. Chicago IL 20 N Wacker Dr",florence.isaac@prudential.com,,Salesforce
11071933,Inactive Investor,Tysean Carroll,,J.P. Morgan Securities LLC Washington DC 1401 14th St NW,tysean.carroll@jpmorgan.com,,Salesforce
11182360,Inactive Investor,Shawn Murphy,Chief Compliance Officer;Managing Member,Right Brain Money,smurphy@murphisfinancial.com,,Salesforce
11010638,Inactive Investor,John Kapitan,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",john.kapitan@equitable.com,,Salesforce
10963851,Inactive Investor,Denise Crawford,,MissionSquare Investment Services,dcrawford@icmarc.org,,Salesforce
208393,,Mirela Pascal,,[Unknown],mirelapascal13@gmail.com,,source
9640887,,Sheila Doyle,,,sdoyle@binghamton.edu,,List import
11161255,Inactive Investor,Tory Nixon,Client Service Representative,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,tory.nixon1@morganstanley.com,,Salesforce
11039382,Inactive Investor,Douglas Harlow,,"Allstate Financial Services, LLC Santa Barbara CA 1215 De La Vina St",douglasharlow@allstate.com,,Salesforce
9584922,,Michael Sloyer,,,michael@sequoiafund.com,,List import
10896794,Inactive Investor,Jeremy Doorn,Relationship Manager,"Core Wealth Management, LLC Tulsa OK 8139 E 74th Pl",jdoorn@coregroupus.com,,Salesforce
10878895,Inactive Investor,Sarah Mwangi,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10755611,Inactive Investor,Spencer Neal,,"Cambridge Investment Research, Inc. Annapolis MD 2007 Tidewater Colony Dr",,,Salesforce
10770124,Inactive Investor,Aaron Steinle,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11190274,Inactive Investor,Michael Anderson,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9595511,,Johanna Hynes-Maleki,,,johannamaleki@gmail.com,,List import
339333,,Erik Wolfers,Managing Member,Wolfers Asset Management Llc,ew@wolfersam.com,510-601-1935,Manual List Upload
11100177,Inactive Investor,Troy Ryder,,Cetera Advisors LLC San Mateo CA 55 E 3rd Ave,troy.ryder@ceteraadvisors.com,,Salesforce
9597516,,Bonginhlahla Maphanga,,,maphangashamiah1@gmail.com,,List import
11029848,Inactive Investor,Edward Everitt,Financial Advisor,LPL Financial LLC Federal Way WA Private Residence,edward.everittjr@lpl.com,,Salesforce
10838373,Inactive Investor,Steven Zarr,Financial Professional,LPL Financial LLC Minot ND 1 Main St N,steven.zarr@lpl.com,,Salesforce
11175278,Inactive Investor,James Franson,,NYLIFE Securities LLC Racine WI Private Residence,jfranson@ft.newyorklife.com,,Salesforce
11176390,Inactive Investor,Nathan Varjavandi,Financial Advisor,LPL Financial LLC Des Plaines IL 1401 E Oakton St,nathan.varjavandi@lpl.com,,Salesforce
10792319,Inactive Investor,Willie Hover,,PFS Investments Inc. Moreno Valley CA 24099 Postal Ave,willie.hover@primerica.com,,Salesforce
9640700,,James Browning,,,jamesbrowning91@gmail.com,,List import
10768115,Inactive Investor,Kelly Penn,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",kelly.penn@nm.com,,Salesforce
11164497,Inactive Investor,Zachary Zelman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",zachary.zelman@ml.com,,Salesforce
11210157,Inactive Investor,Caleb Durst,Financial Advisor,Edward Jones Ravenswood WV 905 Washington St,caleb.durst@edwardjones.com,,Salesforce
11207846,Inactive Investor,Victoria Webb,,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,victoria.webb@primerica.com,,Salesforce
10843783,Inactive Investor,Branda Allen,Chief Compliance Officer;Director - Wealth Management;Owner;Partner;Regulatory Contact,"TCP Asset Management, LLC",branda@trendencycapital.com,,Salesforce
11187754,Inactive Investor,Leslie Bavaro,Senior Vice President,"Citizens Securities, Inc. Lake Worth FL Private Residence",leslie.bavaro@citizensbank.com,,Salesforce
10778074,Inactive Investor,Michael Harkins,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
4020765,,sam bridgers,,RWMG,sam@redwoodwmg.com,8565002900,Web Form Fillout
10830566,Inactive Investor,Thomas Higgins,,Cetera Advisor Networks LLC Mechanicsburg PA 5 Kacey Ct,higginst@ceteranetworks.com,,Salesforce
50236,,Jeremy Sandler,Financial Advisor,"Pruco Securities, LLC.",jeremy.sandler@prudential.com,913-381-6622,
9634801,,Alec Haesler,,,ahaesler@carlmarks.com,,List import
11029106,Inactive Investor,David Black,,"Farmers Financial Solutions, LLC El Reno OK 419 S Rock Island Ave",dblack@farmersagent.com,,Salesforce
10967544,Inactive Investor,Mark Van Etten,Financial Advisor,Edward Jones Portage WI 2910 New Pinery Rd,mark.vanetten@edwardjones.com,,Salesforce
10888913,Inactive Investor,Jill Crawford,Wealth Manager,Merit Financial Advisors,,,Salesforce
11027864,Inactive Investor,Victor Salcido,,PFS Investments Inc. Pasadena CA 959 E Colorado Blvd,victor.salcido@primerica.com,,Salesforce
9594186,,Jeremy Mincks,,,jmincks@stratoswealthpartners.com,,List import
9585013,,Ezra Blackmon,,,ezra.blackmon@gmail.com,,List import
10860681,Inactive Investor,Jasdeep Cheema,Private Client Advisor,J.P. Morgan Securities LLC Elk Grove CA 8725 Elk Grove Blvd,jasdeep.s.cheema@jpmorgan.com,,Salesforce
11062118,Inactive Investor,Patricia Freiwald,Financial Advisor,LPL Financial LLC Orono ME 15 Main St,p.freiwald@lpl.com,,Salesforce
10805780,Inactive Investor,Stefen Blount,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",stefen.blount@ml.com,,Salesforce
9601317,,Anand Desai,,,adesai1983@gmail.com,,List import
10859227,Inactive Investor,Pablo Mon,Risk Advisor,Citigroup Global Markets Inc.,,,Salesforce
9604127,,Landon Bryd,,,tre.sipes2005@gmail.com,,List import
10850156,Inactive Investor,Jeffrey Armstrong,Wealth Planning Advisor,Integrated Wealth Concepts LLC Fairfax VA 4000 Legato Rd,jeffrey.armstrong@ifpadvisor.com,,Salesforce
10789498,Inactive Investor,Jason Carlson,,Key Investment Services LLC Fife WA 5306 Pacific Hwy E,jason_carlson@kisinvestments.com,,Salesforce
11167866,Inactive Investor,Michael Vogt,Financial Advisor,Edward Jones Olathe KS 14020 W 119th St,michael.vogt@edwardjones.com,,Salesforce
10774518,Inactive Investor,Manon Champagne,Wealth Management Associate,Morgan Stanley Hartford CT 225 Asylum St,,,Salesforce
11044833,Inactive Investor,Kendall Wright,,"Cambridge Investment Research, Inc. Flint MI 2337 Stonebridge Dr",,,Salesforce
10958145,Inactive Investor,Megan Gray,,Stephens Fayetteville AR 3425 N Futrall Dr,megan.gray@stephens.com,,Salesforce
10832773,Inactive Investor,Cameron Clark,Financial Advisor,LPL Financial LLC Albuquerque NM 3707 Juan Tabo Blvd NE,cameron.clark@lpl.com,,Salesforce
9604919,,Grant Hummer,,,grant@chromatic.capital,,List import
334061,,Erik Bjorvik,"Director, vice President","M Financial Asset Management, Inc.",erik.bjorvik@mfin.com,503-232-6960,Manual List Upload
11007752,Inactive Investor,Dawson Jones,,"Pruco Securities, LLC. Overland Park KS 10801 Mastin St",dawson.jones@prudential.com,,Salesforce
9607272,,Dennis Chou,,,dennischou@gmail.com,,List import
9635108,,Matthias Cordier,,,mcordier@madisonint.com,,List import
10720066,,Craig Lifschutz,,,craig@avocationendeavors.com,,Web Form Fillout
120337,,Christopher Barry,,CFB1 LLc,cfbarry@verizon.net,9176730057,
222549,,Frweek Janssennn,,[Unknown],07windups_hitch@icloud.com,,
10848565,Inactive Investor,Lily Li,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Alhambra CA 726 E Valley Blvd",lily.li@wellsfargo.com,,Salesforce
10824090,Inactive Investor,Daniel Peterson,,"The Leaders Group, Inc.",,,Salesforce
9555726,,Jeffery Corey,,,jcorey@blairfoot.com,,List import
10915084,Inactive Investor,Solomon Chou,,J.P. Morgan Securities LLC Englewood CO 3435 S University Blvd,solomon.s.chou@jpmorgan.com,,Salesforce
10907129,Inactive Investor,George Lucke,Financial Advisor,Edward Jones Knoxville TN 2043 Castaic Ln,george.lucke@edwardjones.com,,Salesforce
11237261,Inactive Investor,William Moffly,Advisor,Validus Capital LLC,,,Salesforce
10806517,Inactive Investor,Christopher Rakow,Financial Advisor;General Partner,Edward Jones Franklin PA 1240 Liberty St,christopher.rakow@edwardjones.com,,Salesforce
10935120,Inactive Investor,James Iglewski,President,"Courier Capital, LLC",jiglewski@couriercapital.com,,Salesforce
10235522,,Chris Cooper,,,ccooper1775@gmail.com,5857277335,Web Form Fillout
10828178,Inactive Investor,James Alberts,Financial Advisor,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,james.alberts@jpmorgan.com,,Salesforce
10775750,Inactive Investor,Stephen Augustin,,Jefferies LLC,saugustin@jefferies.com,,Salesforce
9565599,,David Delekta,,,ddelekta@clausaadvisorygroup.com,,List import
11007149,Inactive Investor,Jonah Kaplan,,"Cambridge Investment Research, Inc. Plymouth MA 17 Whitney Ln",,,Salesforce
10792096,Inactive Investor,Reece Nichols,Financial Advisor,Edward Jones Kilgore TX 1100 Stone Rd,reece.nichols@edwardjones.com,,Salesforce
10646740,,Caroline Hanzlik,,,caroline.faraino@wellsfargoadvisors.com,,List Import
221032,,Matthew Reid,,[Unknown],matthewreid@hotmail.co.uk,,Direct
217158,,Frank Woodbery,FA,Evergreen Capital,vancwa@comcast.net,13605217418,Event
10831433,Inactive Investor,David Powell,Chief Compliance Officer;Managing Director;President,Powell Wealth,,,Salesforce
10987384,Inactive Investor,Luis Alvarez,,J.P. Morgan Securities LLC Riverside CA 6245 Riverside Ave,,,Salesforce
10896438,Inactive Investor,Robert Eickmeyer,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
11090392,Inactive Investor,Curtis Pouyer,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Montgomery Wealth Management, LLC Woodland Park CO 1067 E US Hwy 24",cpouyer@montgomerywealth.net,,Salesforce
227744,, -,,[[Unknown]],abiezerp521@gmail.com,,
10943071,Inactive Investor,Richard Alfieri,Financial Advisor,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",rich.alfieri@prudential.com,,Salesforce
9609221,,Marianella Vanci,,,mvanci@criptonoticias.com,,List import
10788768,Inactive Investor,Frank Fisher,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Greenville NC Private Residence",frank.fisher@rbc.com,,Salesforce
11131350,Inactive Investor,Brianna Ead,,J.P. Morgan Securities LLC Greenville RI 438 Putnam Pike,brianna.ead@jpmorgan.com,,Salesforce
9622894,,Gonzalo Raggio,,,graggiog@gmail.com,,List import
11016140,Inactive Investor,Guillermo Avila Ramirez,,Goldman Sachs & Co.,,,Salesforce
11112312,Inactive Investor,Matthew Allen,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",matt.allen@schwab.com,,Salesforce
235694,, -,,[[Unknown]],drac_julien@outlook.com,,
10871917,Inactive Investor,Trevor Holen,Financial Advisor,LPL Financial LLC Englewood CO 5299 DTC Blvd,trevor.holen@lpl.com,,Salesforce
10769729,Inactive Investor,Alan Folz,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,alan.folz@morganstanley.com,,Salesforce
240540,,Edgar Warren,,[Unknown],wedgar@assante.com,,Event
202650,,Larry Young,,[Unknown],ldyoung37@gmail.com,,Direct
11112894,Inactive Investor,Karen Paolozzi,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",karen.paolozzi@wellsfargoadvisors.com,,Salesforce
349766,,Marvin Kline,Retired Owner,"Logan Capital Management, Inc.",mikline@logancapital.com,215-569-1100,Manual List Upload
10776708,Inactive Investor,John Fitzpatrick,Executive Director;Wealth Advisor,Morgan Stanley Port Jefferson NY 414 Main St,john.p.fitzpatrick@morganstanley.com,,Salesforce
10788854,Inactive Investor,James Eixenberger,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",james.eixenberger@schwab.com,,Salesforce
10888327,Inactive Investor,Jose Padilla,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 915 Broadway",,,Salesforce
10788556,Inactive Investor,Scott Mann,Founder;Managing Member,Mann Capital Management LLC,scm@mcmnky.com,,Salesforce
11231005,Inactive Investor,Laura Scholz,Financial Planner,LPL Financial LLC Canonsburg PA 135 Technology Dr,laura.weider@lpl.com,,Salesforce
11160425,Inactive Investor,James Hollifield,,"Avantax Investment Services, Inc. Gainesville GA 726 S Enota Dr NE",,,Salesforce
10820407,Inactive Investor,Phillip Irvin,Director - Alternative Investments;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,phillip.irvin@morganstanley.com,,Salesforce
9647549,,Pawan Neupane,,,pawan@blockxnet.com,,List import
10906976,Inactive Investor,Natalie Tenney,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9610406,,Dudubot Robojen,,,adr455@mail.usask.ca,,List import
11115001,Inactive Investor,Archer Honea,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,archer.honea@primerica.com,,Salesforce
10927278,Inactive Investor,Benjamin Hutchins,,Fidelity Brokerage Services LLC,,,Salesforce
10809486,Inactive Investor,Paul Roa,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",paul.roa@nm.com,,Salesforce
11189331,Inactive Investor,Craig Christo,,LPL Financial LLC Braintree MA 100 Grandview Rd,craig.christo@lpl.com,,Salesforce
11075460,Inactive Investor,Renee Szu,President;Senior Analyst,"WESPAC Advisors, LLC Oakland CA 519 17th St",,,Salesforce
10804855,Inactive Investor,James Kimball,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",james.kimball@nm.com,,Salesforce
11119922,Inactive Investor,Phillip Emory,Vice President - Investments,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",ryan.emory@raymondjames.com,,Salesforce
10885751,Inactive Investor,Steven Hamant,,"Cambridge Investment Research, Inc. Glen Allen VA 4050 Innslake Dr",,,Salesforce
11177095,Inactive Investor,Jennifer Elkins,,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,jelkins@rwbaird.com,,Salesforce
10861620,Inactive Investor,William Martin Castillo,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11043987,Inactive Investor,Kenneth Lindh,Chief Compliance Officer;Partner,"Slocum, Gordon & Co. LLP",klindh@slocumgordon.com,,Salesforce
11049070,Inactive Investor,Sarajean Palese,Registered Client Associate,"Wells Fargo Clearing Services, LLC Melville NY 58 S Service Rd",sarajean.palese@wellsfargoadvisors.com,,Salesforce
10774485,Inactive Investor,Stephanie Hoffmann,,Morgan Stanley New York NY 55 E 52nd St,stephanie.hoffmann@morganstanley.com,,Salesforce
11034560,Inactive Investor,Jessica Rrumbullaku,,"W&S Brokerage Services, Inc. Willoughby OH 4230 State Rte 306",,,Salesforce
10948221,Inactive Investor,Jonathan Panigel,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",jonathan.panigel@ml.com,,Salesforce
10943486,Inactive Investor,Donald Gaskell,,LPL Financial LLC Marlborough MA 5 Mount Royal Ave,don.gaskell@lpl.com,,Salesforce
10900796,Inactive Investor,Samuel Greco,,"Osaic Wealth, Inc. Madison WI 6515 Grand Teton Plz",,,Salesforce
9646109,,samir kerbage,,,samir@hashdex.com,,List import
11141676,Inactive Investor,Demond Cook,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,demond.cook@primerica.com,,Salesforce
10957570,Inactive Investor,Sean Fite,,"Fortune Financial Services, Inc. Independence MO 101 S Main St",sdf@fortunefinancialservices.com,,Salesforce
11065485,Inactive Investor,Thomas Thibeault,Board Director;Director;Senior Vice President - Investments,"Chapin, Davis",tthibeault@chapindavis.com,,Salesforce
9542240,,Trish Pittman,,,tbone95762@gmail.com,,List import
10613266,,Renee Vanek,Financial Advisor,,renee.vanek@ml.com,,List Import
10988653,Inactive Investor,Volha Lugo,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,volha.lugo@chase.com,,Salesforce
11122736,Inactive Investor,Tok Son,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2608 Pleasant Hill Rd",tok.son@ml.com,,Salesforce
11151161,Inactive Investor,Samantha Abusada Strohmeier,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,samantha.abusada-strohmeier@jpmorgan.com,,Salesforce
9556786,,Stephen Micelotta,,,micelotta_stephen@nlvmail.com,,List import
9599685,,J Garcia,,,jarizabel98@gmail.com,,List import
9626732,,volkan sark,,,sarkvolkan@gmail.com,,List import
11038705,Inactive Investor,Christopher Cole,,"Lighthouse Capital Group, LLC",ccole@jrw.com,,Salesforce
10764303,Inactive Investor,Peter Shelp,Financial Advisor;First Vice President - Investments,"Ameriprise Financial Services, LLC Kingston PA 575 Pierce St",pshelp@janney.com,,Salesforce
11002583,Inactive Investor,William Green,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10996079,Inactive Investor,Ghanwa Murra,,"Wells Fargo Clearing Services, LLC Northridge CA 10225 Balboa Blvd",,,Salesforce
11023467,Inactive Investor,Anthomy Vallos,,New York Life,avallos@ft.newyorklife.com,,Salesforce
9616933,,Dave Givler,,,dgivler@corbenicpartners.com,,List import
10615789,,Alondra Pitones,,,alondra.x.pitones@jpmorgan.com,,List Import
10782924,Inactive Investor,Svitlana Girone,Financial Advisor,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,svitlana.sholominsky@us.hsbc.com,,Salesforce
9639787,,Marcel Nadig,,,marcel.nadig@llb.li,,List import
9567545,,Andrew Bloom,,,andrew@merriman.com,,List import
11012976,Inactive Investor,Chandrika Christie,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9576870,,John Teeter,,,mailteeter@gmail.com,,List import
11130287,Inactive Investor,Craig Railo,,Chelsea Financial Services Fuquay-Varina NC Private Residence,crailo@chfs.com,,Salesforce
10994758,Inactive Investor,Jacob Bridwell,Financial Advisor,"Cornerstone Wealth Management, LLC Washington MO 820 E 6th St",,,Salesforce
10780762,Inactive Investor,Gemma Secoquian-Wu,,J.P. Morgan Securities LLC Vallejo CA 972 Admiral Callaghan Ln,gemma.wu@jpmorgan.com,,Salesforce
11048468,Inactive Investor,Gustavo De La Roca,,Connectus Wealth Glendale CA 3200 Bucikingham Rd,,,Salesforce
11073223,Inactive Investor,Alfred Slayton,,Core Wealth Partners LLC Lyons CO Private Residence,,,Salesforce
11017556,Inactive Investor,Pieter Nova,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,pieter.nova@ubs.com,,Salesforce
11034651,Inactive Investor,James Johnson,,"Raymond James Financial Services, Inc. McKinney TX 1833 W Hunt St",,,Salesforce
11193439,Inactive Investor,Donna Faircloth,Vice President,"Raymond James & Associates, Inc.",donna.faircloth@raymondjames.com,,Salesforce
10996439,Inactive Investor,Alexis Simonson,,Edward Jones Sonora CA 133 Old Wards Ferry Rd,alexis.simonson@edwardjones.com,,Salesforce
11145523,Inactive Investor,Lisa Sims,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
225732,, -,,[[Unknown]],kkelley64@gmail.com,,Initial Salesforce Import
11142172,Inactive Investor,Nicholas Lindgren,,"Northwestern Mutual Investment Services, LLC Ankeny IA 1810 SW Plaza Shops Ln",nick.lindgren@nm.com,,Salesforce
10981523,Inactive Investor,Scott Clary,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",tyler.clary@nm.com,,Salesforce
10808797,Inactive Investor,Nikola Savich,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",nikola.savich@ml.com,,Salesforce
10818590,Inactive Investor,Gregory Brown,Financial Advisor,Focus Financial Wausau WI 3530 Stewart Ave,gbrown@focusfinancial.com,,Salesforce
9544875,,Andrew Potievsky,,,andrew22@gmail.com,,List import
10803492,Inactive Investor,Caroline Sorokos,,MissionSquare Investment Services,csorokos@icmarc.org,,Salesforce
10809078,Inactive Investor,David Bittermann,Branch Manager;Director - Investments;Senior Portfolio Manager,Oppenheimer & Co. Inc. Fort Worth TX 201 Main St,david.bittermann@opco.com,,Salesforce
9644004,,Friso Haerens,,,friso.haerens@gmail.com,,List import
11211108,Inactive Investor,Robert Boltax,Financial Advisor,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",robert.boltax@wellsfargoadvisors.com,,Salesforce
9587718,,Nick Humphrey,,,nick@equiuspartners.com,,List import
10511836,,Rajneesh Kapur,,,rk647@yahoo.com,4082500625,Web Form Fillout
11019285,Inactive Investor,Eric Martin,Chief Compliance Officer;President,"Oxford Martin, LLC",eric@oxfordmartin.com,,Salesforce
11070053,Inactive Investor,Simran Singh,,J.P. Morgan Securities LLC Torrance CA 21660 Hawthorne Blvd,simran.singh@jpmorgan.com,,Salesforce
152583,,Evan Fishkin,,[Unknown],evan.fishkin@us.gt.com,,Organic Search
347928,,Vincent Strobel,Financial Advisor,"VALIC Financial Advisors, Inc.",vincent.strobel@valic.com,770-395-4714,
11009775,Inactive Investor,Rocky Xi,,J.P. Morgan Securities LLC Irvine CA 17585 Harvard Ave,rocky.xi@jpmorgan.com,,Salesforce
9559735,,Laura Thai,,,thai.laura@principal.com,,List import
9548882,,Peter Monks,,,pmonks@kovackadvisors.com,,List import
11164740,Inactive Investor,Randall Trimm,Financial Advisor,Edward Jones Southport NC 4870 Long Beach Rd SE,randy.trimm@edwardjones.com,,Salesforce
10849645,Inactive Investor,William Metzler,,"Ausdal Financial Partners, Inc. Chicago IL 736 N Hudson Ave",williammetzler@afpadvisor.com,,Salesforce
11062143,Inactive Investor,James Blalock,Financial Advisor,LPL Financial LLC Provo UT 4778 N 300 W,james.blaylock@lpl.com,,Salesforce
9642892,,Mohammed Mohammed,,,lerecson90000@gmail.com,,List import
10891757,Inactive Investor,Gregory Pargas,Financial Professional,LPL Financial LLC Savannah MO 301 S US Hwy 71,gregory.pargas@lpl.com,,Salesforce
11033123,Inactive Investor,Alexander Kim,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,alexander.kim@morganstanley.com,,Salesforce
345772,,Michael Levine,President,"B & L Asset Management, Llc",mlevine@blasset.net,412-642-6666,Manual List Upload
9637787,,Saurav Rathi,,,saurav.rathi@gmail.com,,List import
11213840,,TUGRUL ATAK,,,ataktr@hotmail.com,,Web Form Fillout
11163329,Inactive Investor,Lawrence Hathaway,Financial Consultant,LPL Financial LLC Escanaba MI 430 N Lincoln Rd,larry.hathaway@lpl.com,,Salesforce
248895,,Sandy Francis,Investors,Keystone group,sandi_f333@yahoo.com,,Manual List Upload
117270,,Timothy Ernst,Financial Planner,Lincoln Financial Advisors Corporation,tim.ernst@lfg.com,301-569-3411,
10832441,Inactive Investor,Venessa Van Schalkwyk,Advisor,LPL Financial LLC Saint Louis MO 7730 Carondelet Ave,venessa.vanschalkwyk@lpl.com,,Salesforce
11004930,Inactive Investor,Robin Walker,,LPL Financial LLC Golden CO 14143 Denver West Cir,robin.walker@lpl.com,,Salesforce
11111427,Inactive Investor,Alexander Wickham,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11174597,Inactive Investor,Robert Linzay,Financial Advisor,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",mike.linzay@ampf.com,,Salesforce
10963753,Inactive Investor,Alexis Garcia,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,alex.garcia@chase.com,,Salesforce
9599327,,Scott Fawcett,,,sfawcett0057@gmail.com,,List import
9557998,,Davit Luis,,,ac.alvaro@azola.my.id,,List import
10925158,Inactive Investor,Benjamin Bandy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
222057,,William Smith,,[Unknown],william.smith@alliancebernstein.com,,
11190292,Inactive Investor,James Periord,Financial Advisor,"Ameriprise Financial Services, LLC Saline MI 4205 Saline Waterworks Rd",,,Salesforce
10873367,Inactive Investor,Michael Dempsey,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",michael.dempsey@raymondjames.com,,Salesforce
10953245,Inactive Investor,Tiki Sperl,,"Transamerica Financial Advisors, Inc Blackfoot ID 220 N Meridian St",tiki.sperl@tfaconnect.com,,Salesforce
11206897,Inactive Investor,James Lottes,,LPL Financial LLC Geneva IL 115 Campbell St,james.lottes@lpl.com,,Salesforce
10793998,Inactive Investor,Loreen Washburn,Senior Client Associate,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,lwashburn@rockco.com,,Salesforce
9626566,,Jason Kasdiran,,,jn.kasdiran@gmail.com,,List import
11205800,Inactive Investor,Carmen Hurley,,"Prospera Financial Services, Inc. Metairie LA 2121 Airline Dr",carmen.hurley@prosperafinancial.com,,Salesforce
11006658,Inactive Investor,Michael Strawhorn,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11098141,Inactive Investor,Michael Tracy,,"Cambridge Investment Research, Inc. West Des Moines IA 6600 Westown Pkwy",,,Salesforce
10760286,Inactive Investor,Donald Chamberlain,,Morgan Stanley Red Bank NJ 20 Linden Pl,donald.chamberlain@morganstanley.com,,Salesforce
350081,,Jennifer Lake,,Fidelity Personal and Workplace Advisors,jennifer.lake@fmr.com,800-358-5204,
78125,,Michael Esquenazi,"Chief Compliance Officer, Treasurer Of Registrant","Bruce S. Brickman & Associates, Inc.",mike@brickmanre.com,212-541-5500,Manual List Upload
241575,,Ferhat ACIBALIK,,[Unknown],frhtacibalik@gmail.com,,Direct
11018286,Inactive Investor,Jamie Grupe,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hudson WI 86 Coulee Rd",jamie.m.grupe@ampf.com,,Salesforce
11075575,Inactive Investor,Laurie Benchot,Financial Advisor,PNC Investments Conroe TX 1000 N Loop 336 W,laurie.benchot@pnc.com,,Salesforce
9620007,,Nicoló Zuccarelli,,,nicolzuccarelli@gmail.com,,List import
11254410,Inactive Investor,Christian Sposta,,PFS Investments Inc. Corona CA 255 E Rincon St,schristian@primerica.com,,Salesforce
10775521,Inactive Investor,Robert Landon,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",bob.landon@wellsfargoadvisors.com,,Salesforce
11203665,Inactive Investor,Frank Deluca,Financial Advisor,"Osaic Institutions, Inc. Dunellen NJ 263 US Hwy 22",,,Salesforce
10824185,Inactive Investor,Richard Williams,Financial Advisor,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,rick.williams@ubs.com,,Salesforce
9595138,,Ezra Field,,,efield@roarkcapital.com,,List import
248293,,Jennifer Qian,"Practice Lead, Solutions Consulting",Adobe,jeqian@adobe.com,,Manual List Upload
9622295,,Bernardus Roelofs,,DRW,broelofs@DRWUK.COM,,List import
10789860,Inactive Investor,Jeffery Reese,Financial Advisor,LPL Financial LLC Seattle WA 1121 NE 45th St,jeffery.reese@lpl.com,,Salesforce
10950322,Inactive Investor,Matthew Romano,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10969798,Inactive Investor,Stephen Becker,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,stephen_becker@vanguard.com,,Salesforce
1002189,Inactive Investor,Andrea Kareem,,Imran Kareem Andrea L Kareem JT,albrooks79@hotmail.com,,
11213172,Inactive Investor,Edmond Coxe,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
11049153,Inactive Investor,Alvin Traylor,,PFS Investments Inc. Ruston LA 201 S Vienna St,alvin.traylor@primerica.com,,Salesforce
10890230,Inactive Investor,Joseph Park,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
63300,,Michael Helling,Financial Consultant,Thrivent Investment Management Inc.,michael.helling@thrivent.com,,
10873798,Inactive Investor,Jeffrey Delcorse,,LPL Financial LLC Lisle IL 1011 Warrenville Rd,jeff.delcorse@lpl.com,,Salesforce
241995,,Brad Dugdale,Portfolio Manager,D. A. Davidson,bdugdale@dadco.com,,Event
9591483,,Harry William,,,hw9715574+1@gmail.com,,List import
10900417,Inactive Investor,Michael Pinto,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,michael.pinto@fmr.com,,Salesforce
10809425,Inactive Investor,Thomas Dufresne,,Cetera Advisor Networks LLC Hopkins MN 110 Cheshire Ln,dufresnet@ceteranetworks.com,,Salesforce
11200730,Inactive Investor,Kevin Williams,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,ggfs2@primerica.com,,Salesforce
9595297,,Zhuo Wang,,,cykorr@gmail.com,,List import
10798535,Inactive Investor,Kenneth Sendelweck,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jasper IN 246 3rd Ave",ken.sendelweck@ml.com,,Salesforce
351132,,Colby Adcock,Vice President,Gcp Capital Partners Llc,cadcock@gcpcapital.com,212-894-0600,Manual List Upload
11134380,Inactive Investor,Hunter Lunsford,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
349821,,Michael Dedda,Managing Partner,"Great Valley Advisor Group, Inc.",mdedda@greatvalleyadvisors.com,302-483-7200,Manual List Upload
10959007,Inactive Investor,Tanner Smith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10883402,Inactive Investor,Jeremy Carver,Financial Advisor;Practice Manager,"Ameriprise Financial Services, LLC Gulf Breeze FL 3044 Gulf Breeze Pkwy",jeremy.carver@ampf.com,,Salesforce
11109397,Inactive Investor,Kathryn Keenan,Relationship Manager,"Sage, Rutty & Co., Inc.",kkeenan@sagerutty.com,,Salesforce
10892755,Inactive Investor,Sarah Nierode,,"Charles Schwab & Co., Inc.",,,Salesforce
11174853,Inactive Investor,William Maegerlein,Financial Advisor,Edward Jones Bedford IN 1516 H St,bill.maegerlein@edwardjones.com,,Salesforce
11157688,Inactive Investor,Kevin Angney,Operating Manager,CCF Advisors LLC,kevin@ccfadvisors.com,,Salesforce
9602019,,Jennifer Stone,,,jstone@petsofinancial.net,,List import
9622864,,y dw,,,yediwu19@gmail.com,,List import
10930503,Inactive Investor,David Fry,Member;Owner,Unify Wealth Management LLC,,,Salesforce
11054247,Inactive Investor,Joseph Kleinwachter,,"Associated Investment Services, Inc. Chicago IL 525 W Monroe St",,,Salesforce
11068401,Inactive Investor,Wilfredo Gil,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",wilfredo.gil@equitable.com,,Salesforce
11061235,Inactive Investor,Joshua Gorra,,"OneAmerica Securities, Inc. Providence RI 2 Regency Plz",,,Salesforce
11089707,Inactive Investor,Mary McMahon,Chief Compliance Officer;Founder;Managing Director;Managing Member,"MSM Advisory, LLC",mary@msmadvisory.com,,Salesforce
9561765,,Andrea Garcia,,,agarcia@prcg.com,,List import
9632250,,steven poole-mckenzie,,,stevenpoolemckenzie@gmail.com,,List import
11000085,Inactive Investor,Thomas McKeown,Director;Wealth Advisor,"Cresset Asset Management, LLC",tmckeown@cressetcapital.com,,Salesforce
11009585,Inactive Investor,Caitlen Clemens,,State Farm VP Management Corp. Independence IA 110 3rd Ave SE,,,Salesforce
10848573,Inactive Investor,Jalal Noori,,"Principal Securities, Inc. West Hills CA Private Residence",noori.jalal@principal.com,,Salesforce
10875712,Inactive Investor,Scott Cathers,,"MML Investors Services, LLC West Warwick RI 207 Quaker Ln",scathers@financialguide.com,,Salesforce
10792070,Inactive Investor,Brian Omiecinski,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,brian.omiecinski@jpmorgan.com,,Salesforce
9587869,,billian suharto,,,billyan1210@gmail.com,,List import
11067002,Inactive Investor,Nicholas Lapenna,Associate Vice President - Investment Officer;Financial Advisor,&Partners Saint Louis MO 7701 Forsyth Blvd,nicholas.lapenna@wellsfargoadvisors.com,,Salesforce
11026711,Inactive Investor,Pandelis Chryssostomides,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster CA 2566 W Avenue K",pandelis.chryssostomides@ampf.com,,Salesforce
351528,,Connor Greenlees,Associate,"Industrial Opportunity Partners, Llc",cgreenlees@iopfund.com,847-556-3460,Manual List Upload
9588049,,Geovany Roque,,,geovanyroque@gmail.com,,List import
10968040,Inactive Investor,Juan Coronado,,PFS Investments Inc. Houston TX 16225 Park 10 Pl,jcoronado@primerica.com,,Salesforce
123467,,David Ankrom,Vice President - Investor Services,Financial Engines Advisors L.l.c.,dankrom@financialengines.com,,
11209957,Inactive Investor,Chrys Papachristou,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10826813,Inactive Investor,Patrick Srebnick,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",pat.srebnick@nm.com,,Salesforce
10619908,,Angela Hart,,,ahart@bylinebank.com,,List Import
11111882,Inactive Investor,James Kiwiet,Financial Professional,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,james.kiwiet@thrivent.com,,Salesforce
10864648,Inactive Investor,Kristin Thompson,,"Nationwide Securities, LLC Columbus OH 3 Nationwide Plz",thompk19@nationwide.com,,Salesforce
10833916,Inactive Investor,Aliston Hinojos,Financial Advisor,Edward Jones Alpine TX 208 N 6th St,aliston.hinojos@edwardjones.com,,Salesforce
10842389,Inactive Investor,Thomas Hardgrove,,"CapFinancial Securities, LLC. Fort Worth TX 300 Throckmorton St",,,Salesforce
10967655,Inactive Investor,Joel Henry,,Fidelity Brokerage Services LLC,,,Salesforce
11165448,Inactive Investor,Maria Fabregas-Iglesias,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10811868,Inactive Investor,Adam Saunders,Financial Advisor,Morgan Stanley Newtown Square PA 3803 W Chester Pike,adam.saunders@morganstanley.com,,Salesforce
10959424,Inactive Investor,Matthew Seymour,,"Acorn Capital Partners, LLC",,,Salesforce
11076305,Inactive Investor,Michael Chestaro,,"Ameritas Investment Company, LLC Mount Sinai NY 271 Rte 25a",michael.chestaro@ameritas.com,,Salesforce
11119186,Inactive Investor,Kapil Bhatnagar,,"Centaurus Financial, Inc. Cupertino CA 20380 Town Center Ln",,,Salesforce
9645177,,Omar Madi,,,info@findcradle.com,,List import
10847412,Inactive Investor,Sean Flynn,Portfolio Strategist;Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",sean.flynn@schwab.com,,Salesforce
10933026,Inactive Investor,Anthony Sanders,Financial Advisor,Edward Jones Port Angeles WA 802 E 1st St,anthony.sanders@edwardjones.com,,Salesforce
10834124,Inactive Investor,Dawn Jurkovich,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,Releve Financial Group,dawn@relevefinancialgroup.com,,Salesforce
10819275,Inactive Investor,Todd Ackermann,President;Regulatory Contact;Secretary;Vice President,Stewardship Trust Advisors,,,Salesforce
11096799,Inactive Investor,Tori Ten Hagen,,"Brindle & Bay Financial Advisors, LLC",tori@brindleandbay.com,,Salesforce
10934145,Inactive Investor,Frank Winters,,"St. Bernard Financial Services, Inc. Tucson AZ 65197 E Rocky Mesa Dr",frank.winters@stbernardfinancial.com,,Salesforce
11109296,Inactive Investor,Thomas Mercurio,,Fidelity Brokerage Services LLC,,,Salesforce
10839643,Inactive Investor,Jacqueline Woodson,,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 5011 Gate Pkwy",jacqueline.woodson@wellsfargoadvisors.com,,Salesforce
11190766,Inactive Investor,Gregory Johnson,Chief Compliance Officer;Founder;President,"Vision Financial Services, Inc",gjohnson@visionfinancialadvisors.com,,Salesforce
10839925,Inactive Investor,Robert Reni,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",robert.reni@nm.com,,Salesforce
11049324,Inactive Investor,Andrea Paradise,Wealth Planner,Robert W. Baird & Co. Incorporated,aparadise@rwbaird.com,,Salesforce
10794984,Inactive Investor,Patricia Estopinal,Director,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,pestopinal@rwbaird.com,,Salesforce
11111248,Inactive Investor,Behzod Roziqov,,J.P. Morgan Securities LLC Astoria NY 3105 30th Ave,behzod.roziqov@jpmorgan.com,,Salesforce
10900690,Inactive Investor,James McDonald,,"Wise Wealth Management, LLC Ft. Lauderdale FL Private Residence",,,Salesforce
9575794,,Christopher Creahan,,,ccreahan@sequoia-financial.com,,List Import
10888348,Inactive Investor,Thomas Goldsmith,Investment Analyst;President,Flagship Capital Management Inc,pgoldsmith@flagshipcap.com,,Salesforce
11098380,Inactive Investor,Ferdinand Perez,,"Cambridge Investment Research, Inc. Virginia Beach VA 4429 Bonney Rd",,,Salesforce
11157242,Inactive Investor,Matthew Herod,,"Wells Fargo Clearing Services, LLC Florence SC 104 David H McLeod Blvd",matthew.herod@wellsfargoadvisors.com,,Salesforce
11080064,Inactive Investor,Jacques Mitchell,,PFS Investments Inc. Montgomery AL 6322 Woodmere Blvd,jmitchell@primerica.com,,Salesforce
10911630,Inactive Investor,Andreas Koustis,Chief Compliance Officer,Beach Benefits Group,,,Salesforce
64279,,Peter Krussel,Supervisor,FSC Securities Corporation,pkrussel@fscadvisor.com,,
10954890,Inactive Investor,Daniel Oh,Financial Professional,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
11110557,Inactive Investor,Matthew Salvitti,Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",,,Salesforce
8481146,,Jared Jallans,,Charles Schwab,jared.jallans@schwab.com,(855) 943-6180,List Import
10935901,Inactive Investor,Curtis Bowersox,Financial Advisor,"Pruco Securities, LLC. Wichita KS 8110 E 32nd St N",curtis.bowersox@prudential.com,,Salesforce
10940644,Inactive Investor,Ulrich Kahlow,,J.P. Morgan Securities LLC West Harrison NY 100 Corporate Park Dr,ulrich.x.kahlow@chase.com,,Salesforce
10980794,Inactive Investor,Robert Hembree,Relationship Manager,"Osaic Wealth, Inc. San Angelo TX 3433 Johnson Ave",,,Salesforce
9608831,,Moses Sagin,,,saginonokerhomoses@gmail.com,,List import
10471094,,Kruyel Devan,,,azapov780@gmail.com,,Web Form Fillout
10970013,Inactive Investor,Katie Gowan,Financial Advisor,Thrivent Investment Management Inc. Grand Forks ND 3535 S 31st St,katie.horob@thrivent.com,,Salesforce
2058772,,Morgan Xu,,,mojiecpd@m.cubox.pro,,
9631035,,Morris Lee,,,azby8776@outlook.com,,List import
11140256,Inactive Investor,John Collopy,,"Carl M. Hennig, Inc.",john@cmhennig.com,,Salesforce
11009993,Inactive Investor,Roberto Ripari,,Quiena Inversiones,roberto@quiena.com,,Salesforce
11198157,Inactive Investor,Wendall Corley,,"Gradient Securities, LLC Redlands CA 1776 W Park Ave",wcorley@gradientsecurities.com,,Salesforce
11193072,Inactive Investor,Karen Fadzen,Senior Client Advisor,"XPYRIA Investment Advisors, Inc.",,,Salesforce
10817630,Inactive Investor,Richard Geriner,,"Northwestern Mutual Investment Services, LLC Savannah GA 617 Stephenson Ave",,,Salesforce
11145027,Inactive Investor,Joseph Byrne,Chief Executive Officer;Financial Advisor,"Byrne Financial Freedom, LLC",,,Salesforce
9625348,,William Walker,,,williamwlkr575@gmail.com,,List import
11078762,Inactive Investor,Jonathan Fine,,Goldman Sachs & Co.,jonathan.fine@gs.com,,Salesforce
10992670,Inactive Investor,Sharon Paratte,,"Traveka Wealth, LLC",,,Salesforce
11140772,Inactive Investor,Stanley Alpert,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",stan.alpert@wellsfargoadvisors.com,,Salesforce
11111048,Inactive Investor,Karl Campbell,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 6700 Alexander Bell Dr",karl.l.campbell@ampf.com,,Salesforce
10941436,Inactive Investor,Devin Brown,,Fidelity Brokerage Services LLC,,,Salesforce
10936084,Inactive Investor,Anthony Maestri,,State Farm VP Management Corp. Rohnert Park CA 364 Rohnert Park Expy W,,,Salesforce
9577690,,Jimmy Orman,,,jorman@thoroughbredfinancial.com,,List import
10807473,Inactive Investor,Christopher Hutchinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Sewickley PA 1606 Carmody Ct",christopher.hutchinson@wellsfargoadvisors.com,,Salesforce
10803103,Inactive Investor,Andrew Petty,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 10917 Dylan Loren Cir",andrew.r.petty@ampf.com,,Salesforce
11172966,Inactive Investor,Hayward Adams,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
206117,,KC Mitsui,,New York Life,kcmitsui@ft.newyorklife.com,,
10891187,Inactive Investor,Joseph Corsino,Financial Advisor,Edward Jones Napa CA 1300 Main St,joseph.corsino@edwardjones.com,,Salesforce
10564449,,Nur Laila,,,ellacitra67@gmail.com,,Web Form Fillout
10812378,Inactive Investor,Peter Von Lehe,Managing Director,Neuberger Berman BD LLC,peter.vonlehe@nb.com,,Salesforce
10880563,Inactive Investor,Ann Stojanovic,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
11109496,Inactive Investor,John Patrick,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",,,Salesforce
9577108,,Maya Sari,,,mayasetiasari07@gmail.com,,List import
6997464,,al fort,,,afort1109@gmail.com,,Web Form Fillout
10886440,Inactive Investor,Larry Folmar,,Cetera Advisor Networks LLC Southfield MI 24901 Northwestern Hwy,,,Salesforce
11111780,Inactive Investor,Ruth Wodajeneh,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,ruth.wodajeneh@fmr.com,,Salesforce
10977216,Inactive Investor,Steven Snoha,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,steven.snoha.tnah@statefarm.com,,Salesforce
11017400,Inactive Investor,Saesha Herrell,,NYLIFE Securities LLC Fayetteville GA Private Residence,sbherrell@ft.newyorklife.com,,Salesforce
11057981,Inactive Investor,Douglas Thompson,,"Osaic Wealth, Inc. Lincoln NE 7431 O St",,,Salesforce
11000472,Inactive Investor,Luis Garcia Simbaqueba,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,lsimbaqueba@primerica.com,,Salesforce
10876434,Inactive Investor,Michael Lyon,,"First Command Brokerage Services, Inc. Layton UT 2307 N Hill Field Rd",malyon@firstcommand.com,,Salesforce
9630756,,Bill Willett,,,elevatedsar@gmail.com,,List import
10824755,Inactive Investor,Marcus Elliott,,LPL Financial LLC Spartanburg SC 390 E Henry St,marc.elliott@lpl.com,,Salesforce
143308,,John Choi,,[Unknown],jchoiva@yahoo.com,,source
11221697,,Michael Cropper,,,mcropper@gibraltar-capital.com,,List Import
11025691,Inactive Investor,Michael Geczi,Financial Advisor,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,michael_geczi@glic.com,,Salesforce
9642404,,Aaron Diefenthaler,,,aaron.diefenthaler@rlicorp.com,,List import
10916996,Inactive Investor,Eric Mcdowell,Financial Advisor,LPL Financial LLC Evergreen Park IL 9730 S Western Ave,eric.mcdowell@lpl.com,,Salesforce
9581616,,DAVID VAN SLEE,,,alexander.vanslee@gmail.com,,List import
10879567,Inactive Investor,Justin Krauss,,J.P. Morgan Securities LLC Salt Lake City UT 201 S Main St,,,Salesforce
11199776,Inactive Investor,Bryan Nobs,Financial Advisor,Edward Jones Wayzata MN 3600 Shoreline Dr,bryan.nobs@edwardjones.com,,Salesforce
10975785,Inactive Investor,Holly Bowers,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",hgarman@financialguide.com,,Salesforce
9574047,,David Lysenko,,,lysenko@sb-im.com,,List import
10903748,Inactive Investor,Edward Moreland,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",ted.moreland@ml.com,,Salesforce
10816117,Inactive Investor,David Beagle,,Vanguard Marketing Corporation,david_beagle@vanguard.com,,Salesforce
11148170,Inactive Investor,Alan Fountain,,Morgan Stanley Sandy UT 200 W Civic Center Dr,alan.fountain@morganstanley.com,,Salesforce
11034385,Inactive Investor,Paul Corrigan,Financial Advisor,Edward Jones Belmont MA 48 Trapelo Rd,jeff.corrigan@edwardjones.com,,Salesforce
9575291,,Michael Melito,,,mmelito@massmutual.com,,List import
173979,,Chris Popper,,[Unknown],chrispopper@comcast.net,,Other
11071414,Inactive Investor,Joseph Weger,,"CapFinancial Securities, LLC.",joe.weger@captrustadvisors.com,,Salesforce
9645951,,Kelly Klein,,,kellykleinuk@gmail.com,,List import
11115487,Inactive Investor,Gregory Hart,Financial Advisor,LPL Financial LLC Waltham MA 51 Sawyer Rd,gregory.hart@lpl.com,,Salesforce
11168385,Inactive Investor,William Zufall,,"Raymond James Financial Services, Inc. Medina OH 387 Medina Rd",william.zufalliii@raymondjames.com,,Salesforce
9545262,,Jolene Macpherson,,,jolene.macpherson@thrivent.com,,List import
11064471,Inactive Investor,Julie Carpenter,,LPL Financial LLC Ogden UT 5929 Fashion Point Dr,julie.carpenter@lpl.com,,Salesforce
11049098,Inactive Investor,Donna Sudyn,,"Osaic Wealth, Inc. Buffalo NY 5190 Sheridan Dr",,,Salesforce
10792303,Inactive Investor,Paul Barnes,,Cetera Advisors LLC Coral Springs FL 210 N University Dr,paul.barnes@ceteraadvisors.com,,Salesforce
10974867,Inactive Investor,Ryan Thomas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10896445,Inactive Investor,Robert Schwenk,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Succasunna NJ 15 Commerce Blvd",robert.schwenk@ml.com,,Salesforce
10948541,Inactive Investor,Lakaya Gant,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lakaya_gant@vanguard.com,,Salesforce
11112883,Inactive Investor,Christopher Palmer,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Redlands CA 1447 Ford St",chris.palmer@wfafinet.com,,Salesforce
11076188,Inactive Investor,Kiefer Krause,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kiefer.s.krause@chase.com,,Salesforce
10647629,,Joseph Lammers,,,joseph.lammers@wellsfargoadvisors.com,,List Import
10847386,Inactive Investor,Michael Krupa,,The Huntington Investment Company Akron OH 3 Cascade Plz,michael.krupa@huntington.com,,Salesforce
10993271,Inactive Investor,Karen Dins,,Terra Wealth Wausau WI 1488 Merrill Ave,karen@terrawealth.com,,Salesforce
10985375,Inactive Investor,Joseph Williams,,"N.I.S. Financial Services, Inc.",,,Salesforce
11229359,Inactive Investor,Ayushi Uppal,,William Blair,,,Salesforce
10933960,Inactive Investor,Marni McManus,,Citigroup Global Markets Inc.,marni.mcmanus@citi.com,,Salesforce
9598282,,Ranie Verby,,,ranie.verby@plancorp.com,,List import
333235,,Sean Lynch,,First Citizens Bank,sean.lynch@firstcitizens.com,,Manual List Upload
11097217,Inactive Investor,Waldebert Raquel,,"Charles Schwab & Co., Inc. Lynnwood WA 19020 33rd Ave W",,,Salesforce
9553551,,Adam Townsend,,,atownsend@financialguide.com,,List import
321727,,Karsten Stroyberg,Senior Banker,Danske Bank,home@kstroyberg.com,,Manual List Upload
10850828,Inactive Investor,Alka Oberoi,Founder;Managing Member;President,"Leading Edge Wealth Management, LLC Schaumburg IL 1701 E Woodfield Rd",alka@lewmllc.com,,Salesforce
11008037,Inactive Investor,Cameron Richall,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",cameron.richall@nm.com,,Salesforce
247998,,Ron Redell,President,Doubleline Capital,michelle.orantes2@doubleline.com,,Manual List Upload
11078078,Inactive Investor,Robert Myers,Financial Planner;Portfolio Manager,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10836112,Inactive Investor,Matthew Eckberg,Senior Wealth Strategy Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,matthew.eckberg@ubs.com,,Salesforce
11260630,Inactive Investor,Zachary Shepard,,"Cambridge Investment Research, Inc. Columbus OH 4942 Reed Rd",,,Salesforce
11152613,Inactive Investor,Terra Milander,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",terra.milander@ampf.com,,Salesforce
11010035,Inactive Investor,Roel Guerra,,"Voya Financial Advisors, Inc. Edinburg TX 1524 S 7th Ave",roel.guerra@voyafa.com,,Salesforce
9632048,,Christopher Lockwood,,,clockwood3@netscape.net,,List import
10887689,Inactive Investor,Lechelle Shanks,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
11003103,Inactive Investor,Jo Ann Massicott,Financial Advisor,Edward Jones Lompoc CA 3839 Constellation Rd,joann.boortz@edwardjones.com,,Salesforce
10758615,Inactive Investor,Leticia Pagan,,William Blair,lpagan@williamblair.com,,Salesforce
11035697,Inactive Investor,Stephanie Tomblin,,Jefferies LLC,stomblin@jefferies.com,,Salesforce
11167000,Inactive Investor,Grant Nishio,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,grant.nishio@ubs.com,,Salesforce
11081757,Inactive Investor,Terrie Clark,Financial Advisor,LPL Financial LLC Stockbridge GA 165 Burke St,terrie.clark@lpl.com,,Salesforce
10887692,Inactive Investor,Rachel Rabinovich,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,rachel.rabinovich@fmr.com,,Salesforce
11035021,Inactive Investor,Christopher Goggins,,"Allstate Financial Services, LLC Grand Rapids MI 6886 Cascade Rd SE",,,Salesforce
11254481,Inactive Investor,Benjamin House,Associate,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",,,Salesforce
10605677,,Robin Kalish,,,robin.kalish@gmail.com,,Web Form Fillout
10853705,Inactive Investor,Paul Vega,,"Osaic Wealth, Inc. Los Angeles CA 1150 S Olive St",,,Salesforce
9571344,,Travis Brousseau,,,traviswb@myfairpoint.net,,List import
10611361,,Lindsey Chiarelli,Senior Financial Advisor,,lindsey.chiarelli@ml.com,,List Import
9629054,,Luke Byrne,,,lb@strategos.dk,,List import
10696062,,David Coyle,,SmartRIA,david@smart-ria.com,,List Import
11205511,Inactive Investor,Thomas O'Dekirk,,LPL Financial LLC Bloomingdale IL 170 S Bloomingdale Rd,tom.odekirk@lpl.com,,Salesforce
10772837,Inactive Investor,Kristen Hahn,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",kristen_hahn@ml.com,,Salesforce
9577819,,Don Steinbrugge,,,donsteinbrugge@agecroftpartners.com,,List import
11058940,Inactive Investor,Karen Lawrence,,Citigroup Global Markets Inc.,,,Salesforce
9599812,,Daniel Stampf,,,dstampf@personalcapital.com,,List import
11176899,Inactive Investor,Thuy-Linh Nguyen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",thuy-linh.nguyen@schwab.com,,Salesforce
11088469,Inactive Investor,Gregory Smith,Financial Advisor,Edward Jones Oak Harbor WA 275 SE Cabot Dr,gregory.smith@edwardjones.com,,Salesforce
11041754,Inactive Investor,Nathaniel Booth,Financial Planning Assistant,"Northwestern Mutual Investment Services, LLC Barboursville WV 102 Meadow Pointe",nathan.booth@nm.com,,Salesforce
11050641,Inactive Investor,Nathan Novotny,,Cetera Investment Services LLC Mobile AL 9885 Airport Blvd,,,Salesforce
10796634,Inactive Investor,John Fenton,,"Flagship Harbor Advisors, LLC Franklin MA 31 Hayward St",john.fenton@flagshipharbor.com,,Salesforce
9606582,,Jun Foo,,,wahtun_foo@yahoo.com,,List import
9584846,,Kathleen Donnelly,,,kathleen.donnelly@ifpadvisor.com,,List import
337633,,James Johnston,Managing Director,"Wealth Management Associates, Inc.",jjohnston@wealthmanage.net,856-424-2350,Manual List Upload
11115196,Inactive Investor,Lawrence Hensle,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Vienna VA 8500 Leesburg Pike",lawrence.hensle@wfafinet.com,,Salesforce
10958132,Inactive Investor,Jack Salisbury,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
9637708,,Kristin Agatone,,,kra216@lehigh.edu,,List import
10403039,,Dhaval Chudasama,,,dhavalchudasamap@gmail.com,,Web Form Fillout
10811698,Inactive Investor,Michael Saunders,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,mike.saunders@ubs.com,,Salesforce
10951063,Inactive Investor,Julie Walsh,Chief Compliance Officer,"The De Burlo Group, Inc.",jwalsh@deburlogroup.com,,Salesforce
10917318,Inactive Investor,Jed Wilkerson,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",,,Salesforce
9619349,,Lee Miller,,,lee.miller@citadel.com,,List import
10941952,Inactive Investor,Angel Santiago Torres,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,8cftk@primerica.com,,Salesforce
10897375,Inactive Investor,Jessica Barba,,LPL Financial LLC Blue Bell PA 980 Jolly Rd,jessica.barba@lpl.com,,Salesforce
11153037,Inactive Investor,Barbara Webster,,Commonwealth Financial Network Morristown NJ 1099 Mount Kemble Ave,bwebster@commonwealth.com,,Salesforce
10846134,Inactive Investor,James Clardy,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",jim.clardy@wellsfargo.com,,Salesforce
10828248,Inactive Investor,Jeffrey Mossbarger,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Cincinnati OH 8044 Montgomery Rd,jmossbarger@janney.com,,Salesforce
10840322,Inactive Investor,Cheryl Langdon,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,renee.langdon.hx9w@statefarm.com,,Salesforce
10800610,Inactive Investor,Ray Abernathy,Portfolio Management Director;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,ray.abernathy@morganstanley.com,,Salesforce
11169270,Inactive Investor,Stefanie Smykowski,Financial Advisor,Edward Jones Watertown SD 210 5th St SE,stefanie.smykowski@edwardjones.com,,Salesforce
11040344,Inactive Investor,Matthew Heckler,,"Kovitz Investment Group Partners, LLC Chicago IL 230 W Monroe St",mheckler@kovitz.com,,Salesforce
11004843,Inactive Investor,Brenda Fagundes,,J.P. Morgan Securities LLC Boca Raton FL 240 E Palmetto Park Rd,brenda.fagundes@jpmorgan.com,,Salesforce
9579992,,David Nemecek,,,david.nemecek@ccoinvest.com,,List import
9544289,,mahdi Taghvi,,,jalaltaghvi23@gmail.com,,List import
11192765,Inactive Investor,Robert Sackerson,Financial Advisor,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",robert.sackerson@wellsfargoadvisors.com,,Salesforce
10921366,Inactive Investor,Kevin Webb,,"OFG Financial Services, Inc. New Braunfels TX 355 Main Plz",,,Salesforce
10878763,Inactive Investor,Christopher Miehe,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11254444,Inactive Investor,Melissa Murray Rush,,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",melissa.m.rush@wfadvisors.com,,Salesforce
9568159,,Alan -,,,alan@tokenfunder.com,,List import
11063109,Inactive Investor,Harold Simansky,Managing Member,"Simansky Investments, LLC",harold@simansky.org,,Salesforce
10924550,Inactive Investor,Michael Krisman,,"Northwestern Mutual Investment Services, LLC Mahomet IL 408 S Division St",michael.krisman@nm.com,,Salesforce
9577678,,Claudio Alberti,,,claudio.alberti@gmail.com,,List import
11066138,Inactive Investor,Allison Nathe,,"Avantax Investment Services, Inc. Wenatchee WA 175 E Penny Rd",,,Salesforce
11096993,Inactive Investor,Jeffrey Schmeltekopf,Chief Compliance Officer;Chief Executive Officer;Owner;Partner;President,"Dean, Jacobson Financial Services",jeff@deanjacobson.com,,Salesforce
9556498,,Donny Baby,,,donnybaby@gmail.com,,List import
10948250,Inactive Investor,John Luckett,,"Ameriprise Financial Services, LLC",john.luckett@ampf.com,,Salesforce
10574693,,Hermes Freire,,,anthonyjosuefreirefranco@gmail.com,,Web Form Fillout
9561753,,Stamen Gorchev,,,stamen@hash.bg,,List import
9643820,,Walter Thorne,,,walterthorne@icloud.com,,List import
9578998,,Ali Agha,,,aagha@ft.newyorklife.com,,List import
9597236,,Kerry Bradley,,,kbradley@garrisonfinancial.com,,List import
9591920,,Susan Linkous,,,susan@linkousgroup.com,,List import
11118315,Inactive Investor,Jacqueline Martell,,PFS Investments Inc. West Palm Beach FL 2240 Palm Beach Lakes Blvd,jacqueline.martell@primerica.com,,Salesforce
11231375,Inactive Investor,Cameron Hee,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cameron_hee@vanguard.com,,Salesforce
11076716,Inactive Investor,David Bradley,Chief Compliance Officer;Managing Director;Managing Member,Spectrum Financial Advisors LLC,david@spectrumfinancialadvisors.com,,Salesforce
11052334,Inactive Investor,Terese Larrue,Relationship Banker,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,terese.larrue@jpmorgan.com,,Salesforce
10761128,Inactive Investor,Lorraine Anderson,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",lorraine.anderson@wellsfargoadvisors.com,,Salesforce
10775485,Inactive Investor,Jaclyn Leo,Senior Client Associate,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",jaclyn.leo@wellsfargo.com,,Salesforce
10780425,Inactive Investor,Claire Meade,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley McLean VA 1650 Tysons Blvd,claire.meade@ms.com,,Salesforce
11009012,Inactive Investor,Yahweh Khao Sok,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,,,Salesforce
226419,, -,,[[Unknown]],jovan.stojcetovik@gmail.com,,Initial Salesforce Import
9584578,,Jamie Lawhorne,,,jlawhorne@financialguide.com,,List import
10765887,Inactive Investor,Joseph Bartell,Financial Advisor,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,joseph.bartell@ubs.com,,Salesforce
9169881,,(618)531-6668 Corwin Gibbons,,,corwin.gibbons@prudential.com,,Web form fillout
11000565,Inactive Investor,Eunjoo Kim,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",,,Salesforce
11072641,Inactive Investor,Ralston Turner,Financial Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,ralston.turner@morganstanley.com,,Salesforce
7086558,,Carol Johnson,,,spvjomckcxut@eurokool.com,,Web Form Fillout
9627348,,Mardy Jones,,,mojones1@aol.com,,List import
10613006,,Frank Aimetti,"First Vice President, Senior Financial Advisor",,frank_aimetti@ml.com,,List Import
11172460,Inactive Investor,Jacqueline Coniker,,"The Leaders Group, Inc. Steubenville OH 225 Franciscan Sq",jacqueline@leadersgroup.net,,Salesforce
10805367,Inactive Investor,Joseph Chrobak,Financial Advisor,Edward Jones Greenville NC 1429 E Fire Tower Rd,joe.chrobak@edwardjones.com,,Salesforce
7106802,,Lekiethie Walker,,Joyful Crypto Database,lekiethie73@gmail.com,4697755336,Web Form Fillout
10934691,Inactive Investor,Thomissa Burchfield,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,thomissa_burchfield@vanguard.com,,Salesforce
11029844,Inactive Investor,Dale Von Hoffmann,Financial Advisor,LPL Financial LLC Saint Louis MO 425 N New Ballas Rd,dale.vonhoffmann@lpl.com,,Salesforce
11060787,Inactive Investor,Tanyajo Brock,,Key Investment Services LLC Dayton OH 4401 Far Hills Ave,tanyajo.brock@key.com,,Salesforce
11018494,Inactive Investor,Elliott Lockett,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,elliott.lockett@fmr.com,,Salesforce
10618704,,Charles Russ,,,charles_russ@glic.com,,List Import
11085758,Inactive Investor,Aaron Elkins,Senior Financial Advisor,LPL Financial LLC Maple Grove MN Private Residence,aaron.elkins@lpl.com,,Salesforce
9619708,,james richards,,,jim@jcrinvesting.com,,List import
368199,,Keith Davis,Financial Advisor,,keith.davis@ampf.com,,Webinar
9586397,,Shannon Farley,,,sfarley@roundhillmusic.com,,List import
11059150,Inactive Investor,Daniel Moreno,,"Equitable Advisors, LLC Fort Lauderdale FL 2409 N Atlantic Blvd",,,Salesforce
11190807,Inactive Investor,Laura Delahanty,Investment Specialist,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
9641940,,Eric Zipfel,Senior Vice President,Beacon Financial Group,ezipfel@beaconfg.com,,List import
9596024,,Brian Phillips,"Chief Compliance Officer, Director, Partner, President, Principal, Treasurer","Phillips Ray Capital Management, Inc.",bphillips@phillipsray.com,,List import
332622,,adnan azam,,TBD,adnanazam175@gmail.com, +923480588195,
10927016,Inactive Investor,Kyle Shaw,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kyle_shaw@vanguard.com,,Salesforce
9639161,,Rhea Suh,,,r.suh@nrdc.org,,List import
10613284,,Harvey Rudowitz,Financial Advisor,,harvey_rudowitz@ml.com,,List Import
11117591,Inactive Investor,Ashley Nawrocki,,Vanguard Marketing Corporation,ashley_soden@vanguard.com,,Salesforce
10993284,Inactive Investor,Eric Larison,Private Wealth Manager,"DayMark Wealth Partners, LLC",eric.larison@daymarkwp.com,,Salesforce
11088915,Inactive Investor,Jack Henschel,Associate Advisor,Focus Financial,jhenschel@focusfinancial.com,,Salesforce
10824902,Inactive Investor,Andrew Groat,Chief Compliance Officer;President,Aldemar Research Corporation,agroat@aldemarresearch.com,,Salesforce
10790339,Inactive Investor,John Alex,Executive Director;Financial Advisor;Lending Specialist,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,john.alex@morganstanley.com,,Salesforce
11106139,Inactive Investor,John Vaughn,,PNC Investments Zionsville IN 1395 W Oak St,john.vaughn@pnc.com,,Salesforce
11042512,Inactive Investor,Mark Beck,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",mark.beck@ampf.com,,Salesforce
11212173,Inactive Investor,Charles Maher,Financial Advisor,LPL Financial LLC Sturgis MI Private Residence,,,Salesforce
371902,,Dushyant Gandhi,,United States,dushyantgandhi@gmail.com,,Salesforce
10539961,,Prava Sedai,,,arjunpant13@gmail.com,,Web Form Fillout
10981670,Inactive Investor,Crystal To,,J.P. Morgan Securities LLC Monterey Park CA 459 S Atlantic Blvd,crystal.to@jpmorgan.com,,Salesforce
10852111,Inactive Investor,Terry Thompson,,"Pruco Securities, LLC. Spring Hill KS 21890 S Webster St",terry.thompson@prudential.com,,Salesforce
10951660,Inactive Investor,Barbara Bradford,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10882039,Inactive Investor,Jonathan Harrington,Manager;Owner;Senior Advisor,"Milestone Financial Planning, LLC",,,Salesforce
9553731,,va hbj,,,huyguo@f.com,,List import
10617180,,Gerald Semko,,,gerald.a.semko@chase.com,,List Import
10943299,Inactive Investor,Steven Nida,,"Osaic Wealth, Inc. Cedar Falls IA Private Residence",,,Salesforce
11096235,Inactive Investor,Luis Hernandez Escoffie,,J.P. Morgan Securities LLC Houston TX 600 Travis St,luis.escoffie@jpmorgan.com,,Salesforce
10927756,Inactive Investor,Kenneth Stire,,"Parkland Securities, LLC Oxford MI Private Residence",,,Salesforce
11221589,,Darren Williams,,,dwilliams@martin-co.com,,List Import
10939969,Inactive Investor,Leah Edwards,,Fidelity Brokerage Services LLC,,,Salesforce
190859,,Michael Forszt,,[Unknown],michaelforszt@hotmail.com,,source
11103896,Inactive Investor,Blake Estess,Chief Compliance Officer;Principal,"Wallace Capital Management, Inc.",bestess@wallacecapital.com,,Salesforce
11191384,Inactive Investor,Michael Shatsky,Chief Information Officer;Chief Investment Officer;Managing Partner,Sky Alpha Asset Advisors LLC,michael.shatsky@skyalphaadvisors.com,,Salesforce
9548185,,Wyck Brown,,,hiwan711@gmail.com,,List import
10752356,Inactive Investor,Walter Schwartz,,"Raymond James Financial Services, Inc. Louisville KY 4165 Westport Rd",,,Salesforce
10979536,Inactive Investor,Kathryn Peyton,Financial Advisor,Abacus Wealth Partners Sebastopol CA 101 S Main St,kathryn@abacuswealth.com,,Salesforce
11180761,Inactive Investor,Vickie Litwinovich,,The Huntington Investment Company New Castle PA 2699 Wilmington Rd,vickie.litwinovich@huntington.com,,Salesforce
9631051,,Aziz memon,,,memonaziz777@gmail.com,,List import
219311,,Robert A George,,Robert A. George M.D.,drbob2e@yahoo.com,5032978039,
10911084,Inactive Investor,Sungki Leemaster,,"Osaic Wealth, Inc. Akron OH 567 E Turkeyfoot Lake Rd",sleemaster@royalaa.com,,Salesforce
229385,, -,,[[Unknown]],robynmajor@mac.com,,
11127542,Inactive Investor,Benjamin Salaba,Financial Advisor,Edward Jones Waseca MN 1101 2nd St NE,ben.salaba@edwardjones.com,,Salesforce
11170441,Inactive Investor,John McCullough,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooksville FL 9231 Cortez Blvd",john_mccullough@ml.com,,Salesforce
10758435,Inactive Investor,Melissa Spickler,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",melissa_spickler@ml.com,,Salesforce
11119200,Inactive Investor,Louie Devega,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11078009,Inactive Investor,Timothy Smigielski,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,timothy_smigielski@vanguard.com,,Salesforce
10573862,,Lugas Anegah,,,lanegah@gmail.com,,Web Form Fillout
9614862,,Mark Olsen,,,markolsen13@gmail.com,,List import
11261095,Inactive Investor,Steven Chambers,Senior Wealth Manager,"Willis Johnson & Associates, Inc.",schambers@wjohnsonassociates.com,,Salesforce
9602191,,Adam Peak,,,apeak@sigmafinancial.com,,List import
11078490,Inactive Investor,Javier Ledesma,,Money Concepts Capital Corp San Marcos TX 311 Cheatham St,jledesma@moneyconcepts.com,,Salesforce
10923365,Inactive Investor,Stephanie Ingram,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",stephanie.ingram@ampf.com,,Salesforce
11168721,Inactive Investor,Kimberly Weston,,"Voya Financial Advisors, Inc. Palm Coast FL Private Residence",kimberly.weston@voya.com,,Salesforce
9541796,,Damian Mossbarger,,,damian.mossbarger@uboc.com,,List import
11181973,Inactive Investor,Gary Firebaugh,,"Truist Investment Services, Inc. Radford VA 1201 E Main St",gary.firebaugh@truist.com,,Salesforce
10946991,Inactive Investor,Aaron Kniss,Financial Consultant,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",aaron.kniss@equitable.com,,Salesforce
10760671,Inactive Investor,Julianne Kaputa,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,julianne.kaputa@fidelity.com,,Salesforce
9610941,,RAYMOND ABRAMSON,,,singdancer17@gmail.com,,List import
10984352,Inactive Investor,Todd Mann,,J.P. Morgan Securities LLC Liverpool NY 424 7th North St,todd.mann@chase.com,,Salesforce
11089147,Inactive Investor,Nancy Torres,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nancy.torres@fidelity.com,,Salesforce
337857,,Philip Lee,Portfolio Manager,Agfiq,plee@ffcmllc.com,617-292-9804,Manual List Upload
10850177,Inactive Investor,Justin Spring,Owner;Partner;President,"Golden Reserve Retirement, LLC Dublin OH 6037 Frantz Rd",justin.spring@goldenreserve.com,,Salesforce
10920542,Inactive Investor,David Gonzalez,,"MML Investors Services, LLC Sacramento CA 1435 River Park Dr",davidegonzalez@financialguide.com,,Salesforce
11048634,Inactive Investor,Andrea Dinkel,Financial Representative,PFS Investments Inc. Hays KS 207 E 7th St,andrea.dinkel@primerica.com,,Salesforce
9633161,,Andrew Gallagher,,,drew@akaricapital.com,,List import
10647808,,Scott Bennewitz,,,sbennewitz@rkcap.com,,List import
10923559,Inactive Investor,Rodney Van Buren,,LPL Financial LLC Melbourne FL 1901 S Harbor City Blvd,rodney.van-buren@lpl.com,,Salesforce
11143108,Inactive Investor,Catherine Stout,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",cstout@financialguide.com,,Salesforce
11196690,Inactive Investor,Ann Leddy,,"CapFinancial Securities, LLC. New York NY 40 Wall St",,,Salesforce
11223060,,Nathan Thomas,,,regulatory@nyc.deshaw.com,,List Import
9644886,,an tuon,,,109050453@qq.com,,List import
9591618,,Shaz Khan,,,khan007@gmail.com,,List import
11131751,Inactive Investor,Jill Gassensmith,,Cetera Financial Specialists LLC Joliet IL 323 Springfield Ave,jill.gassensmith@ceterafs.com,,Salesforce
156405,,Bruno Raso,,[Unknown],raso.cs145@gmail.com,,Organic Search
10805512,Inactive Investor,Daniel Harty,,"Principal Securities, Inc.",harty.dan@principal.com,,Salesforce
9629399,,changhwan Lee,,,mimic0815@nate.com,,List import
11157643,Inactive Investor,Christina Henderson,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",christina.b.henderson@ml.com,,Salesforce
11144638,Inactive Investor,Virginia Carrero,Registered Client Associate,Morgan Stanley New York NY 1 Penn Plz,virginia.carrero@morganstanley.com,,Salesforce
11140625,Inactive Investor,Robert Blake,Financial Advisor,"Equity Services, Inc. Lexington SC 203 W Main St",rblake@nationallife.com,,Salesforce
9615085,,kevin chen,,,260189668@qq.com,,List import
10759379,Inactive Investor,Laure Driscoll,Complex Risk Officer,Morgan Stanley Lisle IL 4225 Naperville Rd,laure.driscoll@morganstanley.com,,Salesforce
9619808,,Jake Posner,,,jakepcrypto@gmail.com,,List import
11004946,Inactive Investor,Kayla Hufstetler,,"Farmers Financial Solutions, LLC Massillon OH 2400 Wales Ave NW",khennis@farmersagent.com,,Salesforce
333799,,Lauren Loughlin,Portfolio Analyst,"Equitycompass Investment Management, Llc",loughlinl@stifel.com,443-224-1231,Manual List Upload
220298,,Paul Soderlund,,First Command Advisory Services,paul@linkedin.com,,
10954334,Inactive Investor,Laura Tuttle,,Boston Family Advisors LLC,,,Salesforce
10779776,Inactive Investor,Cory Davis,Director,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,,,Salesforce
11040925,Inactive Investor,Joy Ellison,Vice President - Wealth Management,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,joy.ellison@ubs.com,,Salesforce
9583200,,Eugene Harris,,,ewh@stepchangeadvisors.com,,List import
11027252,Inactive Investor,Norma Quiroga,Relationship Manager,"Principal Securities, Inc.",quiroga.norma@principal.com,,Salesforce
9466720,,Dominick Blackrock Acquisitions Capital Fund XVII LLC,,Blackrock Acquisitions Capital Fund XVII LLC,dgrande@bracquisitionscapital.com,,News & Research
11102653,Inactive Investor,William Hocutt,,"Cambridge Investment Research, Inc. Tuscaloosa AL Private Residence",,,Salesforce
10924181,Inactive Investor,Katrina Romney,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Hellertown PA 659 Main St",katrina.dennis@wfadvisors.com,,Salesforce
10949260,Inactive Investor,Jeremiah Garcia,,Fidelity Brokerage Services LLC,,,Salesforce
11167023,Inactive Investor,Andrew Wintermute,,Thrivent Investment Management Inc. Bottineau ND 605 Thompson St,andy.wintermute@thrivent.com,,Salesforce
7370071,,Michael Ma,,Bank of Singapore,michael.ma@bankofsingapore.com,,Web form fillout
11023384,Inactive Investor,Jennifer Stokely,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10905702,Inactive Investor,James Weston,,Cetera Investment Services LLC Oklahoma City OK 1037 SW 19th St,,,Salesforce
9648292,,Davia Coutcher,,,simplydavia@gmail.com,,List import
9580603,,Todd Brown,,,todd.brown@voyafa.com,,List import
11070210,Inactive Investor,Andrew Sullivan,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",andrew.sullivan@truist.com,,Salesforce
11012964,Inactive Investor,Zawadi Anglin,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,zanglin@primerica.com,,Salesforce
11201440,Inactive Investor,Kathleen Kovar,,"Avantax Investment Services, Inc. Danville CA 3800 Blackhawk Rd",,,Salesforce
117230,,Edwin Safir,"Member, Principal","Safir Wealth Advisors, Llc",ted@safiradvisors.com,603-430-6001,Manual List Upload
11094188,Inactive Investor,Steven Brogan,,PFS Investments Inc. Muncie IN 1208 W White River Blvd,steven.brogan@primerica.com,,Salesforce
10820507,Inactive Investor,Steven Depaul,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",steven.depaul@wellsfargoadvisors.com,,Salesforce
337637,,John Mackimm,Member,Everest Financial Group,jmackimm@everestfg.us,763-923-7525,Manual List Upload
214237,,Brett Reeves,,[Unknown],brettareeves@gmail.com,,source
9577593,,Chris Adelsbach,,,chrisadelsbach@gmail.com,,List import
11003610,Inactive Investor,Travis Goff,,PFS Investments Inc. Vancouver WA 3305 Main St,tgoff@primerica.com,,Salesforce
9587329,,sajad sharif,,,sajadsharif994@gmail.com,,List import
11150709,Inactive Investor,Joseph Gass,,NYLIFE Securities LLC Fort Lauderdale FL 4300 N University Dr,jgass@ft.newyorklife.com,,Salesforce
10758321,Inactive Investor,Gregory Berg,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Saint Charles IL 522 W Main St",gregory.j.berg@ampf.com,,Salesforce
11096725,Inactive Investor,Daniel Matthews,,Cetera Advisor Networks LLC Littleton CO 5595 S Sycamore St,,,Salesforce
11067044,Inactive Investor,Scott Chikuma,,MM Ascend Life Investor Services LLC,schikuma@gaig.com,,Salesforce
11044009,Inactive Investor,David Riback,Chief Compliance Officer;Managing Partner;President,"Oswego Wealth Management, Inc.",,,Salesforce
10890438,Inactive Investor,Jenna Lee,Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",jenna.c.lee@wellsfargoadvisors.com,,Salesforce
11095938,Inactive Investor,Tulena Hernandez,Executive Director;Owner,"Areti Capital Advisors, LLC Miami FL 19790 W Dixie Hwy",,,Salesforce
194370,,Ruth Mullen,Investment Manager,Parsons Capital Management Inc,ruth@parcap.com,401-521-2440,
9576166,,Thomas Udelson,,,tudelson@wundernet.com,,List import
91981,,Ethan Stewart,Investment Advisor Representative,"Voya Financial Advisors, Inc.",ethan.stewart@voyafa.com,814-536-4200,
10874802,Inactive Investor,Megan Simmons,Senior Client Service Associate,"Raymond James & Associates, Inc. Lafayette IN 201 Main St",megan.simmons@raymondjames.com,,Salesforce
10893043,Inactive Investor,Robert Machado,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,bob.machado.b8ud@statefarm.com,,Salesforce
10959578,Inactive Investor,Jay Friedt,,"Concourse Financial Group Securities, Inc. Hallock MN 215 2nd St NE",jay.friedt@concoursefinancial.com,,Salesforce
11266309,Active Investor,Kayonne Markes,,Kayonne Markes,kmarkes22@gmail.com,2035592520,Salesforce
11166780,Inactive Investor,Rick Hartl,Compliance Analyst,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",rick.hartl@raymondjames.com,,Salesforce
10827832,Inactive Investor,Brandon Bailey,Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10604267,,Craig Foster,Principal Consultant,Mainstreet Resource Group,craig@mainstreetresourcegroup.com,4022134841,List Import
11112413,Inactive Investor,Andrew Scott,Financial Representative,"Principal Securities, Inc. Carthage MO 303 S Main St",,,Salesforce
9588143,,Lee Rosenberg,,,lee@americaninvestmentplanners.com,,List import
9559557,,Justin Kix,,,jkix87@gmail.com,,List import
10914475,Inactive Investor,Stephen Martin,Chief Compliance Officer;Managing Member;President;Principal,Martin Wealth Management,steve@purposefulfinancialplanning.com,,Salesforce
11109521,Inactive Investor,Erik Jorgensen,Financial Advisor,Edward Jones Oviedo FL 3208 W State Road 426,erik.jorgensen@edwardjones.com,,Salesforce
10897732,Inactive Investor,Kerri McLean,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10619462,,Michael Kite,,,mkite@forumfinancial.com,,List Import
10872850,Inactive Investor,Penney Sick,,"Raymond James Financial Services, Inc. Visalia CA 303 E Caldwell Ave",penney.sick@raymondjames.com,,Salesforce
10774345,Inactive Investor,Gregory Hoernschemeyer,Senior Vice President;Vice President,"Horan Securities, Inc.",gregh@horanassoc.com,,Salesforce
11144917,Inactive Investor,Carroll Folse,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,carrollfolse@statefarm.com,,Salesforce
337731,,Daryl Seaton,President,Sowell Management,daryl.seaton@sowellmanagement.com,501-219-2434,Manual List Upload
11170460,Inactive Investor,Samuel Van Leuven,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
10833862,Inactive Investor,Christopher Cook,,"DFPG Investments, LLC",,,Salesforce
11109441,Inactive Investor,Shonna Parker,,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",,,Salesforce
9560557,,Scott Bianco,,,scottbianco89@gmail.com,,List import
11179924,Inactive Investor,James Wagoner,,"Lebenthal Financial Services, Inc.",,,Salesforce
9577211,,Robert Smith,,,robert.smith@securitiesamerica.com,,List import
9616437,,Sven Brülls,,,mcbeth303@gmail.com,,List import
11101905,Inactive Investor,James Aldo,,NYLIFE Securities LLC Westborough MA 1500 W Park Dr,jaldo@ft.newyorklife.com,,Salesforce
10977745,Inactive Investor,Robert Doebler,Premier Banker,"Wells Fargo Clearing Services, LLC Lexington SC 200 Columbia Ave",,,Salesforce
10905199,Inactive Investor,Andrew Thompson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
10990387,Inactive Investor,Stuart Rayl,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,,,Salesforce
10980224,Inactive Investor,Bridget Karr,Financial Advisor,Edward Jones Fort Worth TX 6618 Fossil Bluff Dr,bridget.karr@edwardjones.com,,Salesforce
11066283,Inactive Investor,Curtis Goddard,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
10855232,Inactive Investor,Jeffrey Cobb,Chief Compliance Officer;Managing Member;Principal,"Cobb Wealth Management, LLC Overland Park KS 8655 College Blvd",,,Salesforce
9625627,,Todd Barrett,,,barrettodd@gmail.com,,List import
10879911,Inactive Investor,Diana Erickson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,diana.erickson@fidelity.com,,Salesforce
10874107,Inactive Investor,Colleen Banks,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",colleen.banks@prudential.com,,Salesforce
9582832,,Diana Harrison,,,diana@fi-team.com,,List import
10864562,Inactive Investor,John Colegrove,Financial Advisor,LPL Financial LLC Suwanee GA 4485 Tench Rd,john.colegrove@lpl.com,,Salesforce
9554532,,Mark Massey,,,mmassey@altarockpartners.com,,List import
200066,,Vincent Kotarski,"Financial Services Representative, Investment Advisor Representative","Principal Securities, Inc.",kotarski.vince@principal.com,317-891-1114,
10816444,Inactive Investor,Steven Wilbur,Managing Director;Member;Principal;Senior Wealth Advisor,"Allen Capital Group, LLC Omaha NE 10050 Regency Cir",steve@allencapgroup.com,,Salesforce
9552954,,Brandon Wu,,,bbbrandonwu@gmail.com,,List import
10656352,,Rachel Tomasek,,,rachel.tomasek@wellsfargoadvisors.com,,List Import
10806989,Inactive Investor,Shahid Syed,,"Ameritas Investment Company, LLC Roslyn Heights NY 7 Schoolhouse Ln",ssyed@ameritas.com,,Salesforce
10752936,Inactive Investor,Steven Moats,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",steve.moats@nm.com,,Salesforce
163656,,Jung Choi,,[Unknown],choij02@hotmail.com,,
11146105,Inactive Investor,John Peak,Investment Advisor Representative,"RIA Advisory Group, LLC Ames IA Private Residence",jpeak@riaadvisorygroup.com,,Salesforce
101915,,David Shepherd,Co-CEO,Shepherd Kaplan Llc,dshepherd@sk-llc.com,617-896-1600,Manual List Upload
10798846,Inactive Investor,P Albano,Corporate Secretary;President,Jefferson Asset Management,ppa@jaminvestors.com,,Salesforce
10761400,Inactive Investor,Kevin Dickey,Managing Director;Private Wealth Advisor,Morgan Stanley Dallas TX 5001 Spring Valley Rd,kevin.dickey@morganstanley.com,,Salesforce
10779740,Inactive Investor,Richard Olson,Financial Advisor,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,richard.olson@morganstanley.com,,Salesforce
9590083,,Mark Seeback,,,mark@seebeckassociates.com,,List import
11027807,Inactive Investor,Meagan Matich,,Thrivent Investment Management Inc. Redwood Falls MN 809 E Bridge St,meagan.matich@thrivent.com,,Salesforce
10921334,Inactive Investor,Jennifer Beecher,,Edward Jones Falmouth ME 251 US Rte 1,,,Salesforce
11095288,Inactive Investor,Caleb Fournier,,J.P. Morgan Securities LLC Bend OR 600 NE Greenwood Ave,caleb.fournier@jpmorgan.com,,Salesforce
11041188,Inactive Investor,Kelly Hene,,"LaSalle St Securities, L.L.C. Downers Grove IL 6739 Bradley Ct",khene@lasallest.com,,Salesforce
11202845,Inactive Investor,Evan Powers,Financial Planner;Principal,Cypress Financial Planning Charlottesville VA 700 Harris St,evan.powers@cypressplanning.com,,Salesforce
11077563,Inactive Investor,Avis Chandler,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",avis.chandler@ml.com,,Salesforce
10993667,Inactive Investor,Adam Villalpando,Relationship Banker,"Wells Fargo Clearing Services, LLC Wimberley TX 14650 Ranch Road 12",,,Salesforce
10762585,Inactive Investor,Stephen Wile,Director - Alternative Investments;Executive Director;Family Wealth Advisor;Senior Portfolio Management Director;Senior Portfoli,Morgan Stanley Boise ID 101 S Capitol Blvd,stephen.wile@morganstanley.com,,Salesforce
9586233,,Jeffrey Miller,,,jmiller@millertabak.com,,List import
10956621,Inactive Investor,Wesley Watts,Financial Advisor,Edward Jones Brusly LA 309 S Vaughn Dr,,,Salesforce
11086307,Inactive Investor,James Curran,Wealth Advisor,LPL Financial LLC West Hartford CT Private Residence,james.curran@lpl.com,,Salesforce
9614055,,John Pietanza,,,jpietanza@cormacteam.com,,List import
10928351,Inactive Investor,Steve Lambrinakos,,Ages Financial Services Ltd. Stamford CT Private Residence,slambrinakos@tag-ages.com,,Salesforce
11210827,Inactive Investor,Bao Nguyen,Financial Advisor,Edward Jones Hamilton OH 350 N 3rd St,bao.nguyen@edwardjones.com,,Salesforce
11039415,Inactive Investor,Anne Bolton,Financial Advisor;First Vice President;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",anne.bolton@morganstanley.com,,Salesforce
10925320,Inactive Investor,Kwesi Coleman,Chief Compliance Officer;Founder;President,"Nequit Wealth & Investment Management, LLC Denver CO 945 S Birch St",kwesi@nequitco.com,,Salesforce
11102831,Inactive Investor,David Jernigan,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10510170,,Robert Raab,FA,Trustmont Advisory Group,braab@trustmontgroup.com,,List Import
10874100,Inactive Investor,Christopher Coyne,,"Allstate Financial Services, LLC Pompano Beach FL 5561 N University Dr",chriscoyne@allstate.com,,Salesforce
10973471,Inactive Investor,John Gillen,,Vanguard Marketing Corporation,,,Salesforce
11011419,Inactive Investor,Katie Kelbrants,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",katie.kelbrants@nm.com,,Salesforce
10927432,Inactive Investor,Jennifer Mitchell,,Avant-Garde Trading Securities,,,Salesforce
11160460,Inactive Investor,Michael Arthurs,,"Ameritas Investment Company, LLC Folsom CA 620 Coolidge Dr",marthurs@ameritas.com,,Salesforce
9560547,,Charles Giardina,,,cgiardina@financialguide.com,,List import
346900,,Dayne Wendling,Investment Advisory Service,"Pinnacle Wealth Planning Services, Inc.",daynew@pinnacleadvisors.com,419-526-5226,Manual List Upload
9127802,,Daan Struyven,,,daan.struyven@gs.com,,List Import
10757591,Inactive Investor,Steven Trusso,,"Buckman, Buckman & Reid, Inc.",,,Salesforce
9567346,,Martin Braun,,,martin_braun@rogers.com,,List import
10784921,Inactive Investor,David Lees,Managing Member;Senior Partner,"myCIO Wealth Partners, LLC Philadelphia PA 2929 Arch St",david.lees@myciowp.com,,Salesforce
9608401,,Oscar Vasquez,,,oscar.vasquez@outlook.com,,List import
10807230,Inactive Investor,Jordan Ciaramitaro,Financial Professional,"Equitable Advisors, LLC Troy MI 2701 Troy Center Dr",,,Salesforce
10813633,Inactive Investor,Alan Breed,Board of Managers;Portfolio Manager;President,Edgewood Management LLC New York NY 535 Madison Ave,abreed@edgewood.com,,Salesforce
11181753,Inactive Investor,Sandra Guerrant,Assistant Vice President;Director;Registered Associate;Senior Client Service Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,sandra.guerrant@morganstanley.com,,Salesforce
10870426,Inactive Investor,Jeffrey Higgins,,"IFP Securities, LLC San Antonio TX 4079 De Zavala Rd",jeffrey.higgins@ifpartners.com,,Salesforce
11038190,Inactive Investor,Jordan Taylor,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9580121,,Chetan Ray,,,mrchetanray@gmail.com,,List import
351713,,Fraser Wood,Institutional Relationship Management Head,First Sentier Investors International Im Limited,fwood@firststate.co.uk,440-131-4732200,Manual List Upload
10997635,Inactive Investor,Scott Houghton,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",scott.houghton@nm.com,,Salesforce
10774141,Inactive Investor,Ryan Newby,Risk Analyst,Morgan Stanley South Jordan UT 680 W 10000 S,ryan.newby@morganstanley.com,,Salesforce
10972949,Inactive Investor,Corey Maire,,"Allstate Financial Services, LLC Jacksonville FL 1309 Saint Johns Bluff Rd N",coreymaire@allstate.com,,Salesforce
11184898,Inactive Investor,Mirna Salazar,,PNC Investments Laredo TX Private Residence,mirna.salazar@pnc.com,,Salesforce
9607579,,Pascal Mabuye,,,pmabuye@gmail.com,,List import
10914624,Inactive Investor,Alex Wieme,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",,,Salesforce
10807066,Inactive Investor,Joseph Papandrea,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,joseph.papandrea@ubs.com,,Salesforce
10871319,Inactive Investor,Patrick Tylander,Co-Chief Executive Officer;Co-Founder;Founder;Managing Partner,SlateStone Wealth LLC Jupiter FL 4495 Military Trl,ptylander@slatestone.com,,Salesforce
10940071,Inactive Investor,Jeffrey Hewitt,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,,,Salesforce
10900477,Inactive Investor,Benny Vallejo,Private Client Banker,J.P. Morgan Securities LLC Elk Grove CA 8451 Elk Grove Florin Rd,benny.vallejo@jpmorgan.com,,Salesforce
10876688,Inactive Investor,Matthew Kristire,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11146387,Inactive Investor,Tina Saracino,,State Farm VP Management Corp. Birdsboro PA 6580 Perkiomen Ave,tina.saracino.iy0v@statefarm.com,,Salesforce
228850,, -,,[[Unknown]],perez15400@comcast.net,,
10777671,Inactive Investor,William Strong,Family Wealth Advisor;Managing Director,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,wstrong@rwbaird.com,,Salesforce
9634736,,Mark Dieter,,,markd@efsadvisors.com,,List import
11113778,Inactive Investor,Bruce Robinson,Associate,Morgan Stanley Baltimore MD 1300 Thames St,,,Salesforce
10987343,Inactive Investor,Kyle LaCroix,,"St. Bernard Financial Services, Inc. Fayetteville AR 237 E Millsap Rd",kyle.lacroix@stbernardfinancial.com,,Salesforce
10780288,Inactive Investor,Dominic Calvani,Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,dominic.calvani@ubs.com,,Salesforce
373048,,Jose Rodriguez,,[Unknown],jrvpops@gmail.com,,source
10486599,,Daniel Corello,,AllianceBernstein L.P.,dcorello@gmail.com,,List Import
9560360,,Brian Desoye,,,bdesoye@financialguide.com,,List import
10851932,Inactive Investor,Jonathan Stoner,Financial Advisor,The AmeriFlex Group Albuquerque NM 5951 Jefferson St NE,,,Salesforce
10895261,Inactive Investor,William Mendel,,Cetera Advisor Networks LLC Overland Park KS 4901 W 136th St,,,Salesforce
9582946,,Ryan Byrne,,,rbyrne@pandionmetals.com,,List import
10910257,Inactive Investor,Preston Neumann,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,pneumann@eaglestrategies.com,,Salesforce
10837545,Inactive Investor,Nathan Goodwin,Member;Partner;Senior Financial Advisor,"BCS Wealth Management, LLC",ngoodwin@bcswealth.com,,Salesforce
10806080,Inactive Investor,Christopher Cunningham,,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
10646783,,Amleset Desta,,,amleset.desta@ceterafs.com,,List Import
1005015,Inactive Investor,Daniel Dovgan,,Daniel Dovgan,dandovgan@comcast.net,,
9544919,,hector villatoro,,,hvillatoro@arvy.com,,List import
10876157,Inactive Investor,Joshua Gonzalez,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,jagonzalez01@ft.newyorklife.com,,Salesforce
4452584,,Benley Brend,,,deenablue@putrajayabaya.skom.id,,Web Form Fillout
10987772,Inactive Investor,Rajan Mehta,,Perella Weinberg Partners LP,rmehta@pwpartners.com,,Salesforce
10949513,Inactive Investor,Jason Doi,Investment Advisor Representative,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10783846,Inactive Investor,Brent Sawrie,Branch Manager;Director,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,brent.sawrie@ubs.com,,Salesforce
10910414,Inactive Investor,Lawrence Salberg,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3475 Lenox Rd NE",lawrence.salberg@ampf.com,,Salesforce
10836406,Inactive Investor,Robert Granner,Financial Consultant,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,rob.granner@thrivent.com,,Salesforce
10927942,Inactive Investor,Amanda King,Financial Advisor,LPL Financial LLC Tulsa OK 1924 S Utica Ave,amanda.king@lpl.com,,Salesforce
345046,,Joseph Arsenault,Managing Partner,"Arbor Wealth Management, Llc",joe@arborfirm.com,480-818-8300,Manual List Upload
11060556,Inactive Investor,Juan Gachet,Executive Financial Services Director;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley San Francisco CA 555 California St,juan.gachet@morganstanley.com,,Salesforce
11130943,Inactive Investor,Ryan Linnerooth,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",ryan.linnerooth@ml.com,,Salesforce
9642222,,Cory Tatum,,,coryltatum@gmail.com,,List import
9554531,,john rambo,,,john@mail.ru,,List import
226785,, -,,[[Unknown]],myazri@gmail.com,,Initial Salesforce Import
9609536,,Budi Sadikin,,,budi.sadik@gmail.com,,List import
9544670,,Al Chen,,,ac3401502@gmail.com,,List import
10835511,Inactive Investor,Eric Cardenas,,"Kingswood Capital Partners, LLC",,,Salesforce
11030626,Inactive Investor,Coley Eckenrode,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10934050,Inactive Investor,Lenardo Colvin,,"Empower Financial Services, Inc Lancaster PA Private Residence",lenardo.colvin@empower.com,,Salesforce
10989820,Inactive Investor,George Johnson,,Citigroup Global Markets Inc. New Canaan CT 175 Elm St,,,Salesforce
11153082,Inactive Investor,James Schultz,Financial Advisor,Robert W. Baird & Co. Incorporated Palm Harbor FL Private Residence,jaschultz@rwbaird.com,,Salesforce
10770158,Inactive Investor,David Brand,Analyst - Wealth Management;Financial Advisor,Morgan Stanley Tampa FL 100 N Tampa St,david.f.brand@morganstanley.com,,Salesforce
11039225,Inactive Investor,Matthew Rieger,,"Avantax Investment Services, Inc. Loganville GA 1920 Hwy 81",,,Salesforce
11041830,Inactive Investor,Derik Moon,,Key Investment Services LLC Lakewood WA 10439 Gravelly Lake Dr SW,derik.moon@key.com,,Salesforce
11218891,,Amanda Cooney,,,acooney@berthelrep.com,,Other
11160924,Inactive Investor,Michael Homuth,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",,,Salesforce
10918421,Inactive Investor,John Kosmicki,,"Osaic Wealth, Inc. Fort Collins CO 8010 S County Road 5",,,Salesforce
10767022,Inactive Investor,Tonya Thompson,Financial Advisor,LPL Financial LLC Roseburg OR 555 SE Kane St,tonya.thompson@lpl.com,,Salesforce
11025041,Inactive Investor,Denise Regnani,,"Allstate Financial Services, LLC Yuba City CA 1040 Lincoln Rd",deniseregnani@allstate.com,,Salesforce
9639553,,Reeves Pearce,,,rpearce@lasersonline.org,,List import
334208,,Robert Shapiro,Senior Vice President,Cannell & Co.,rshapiro@peterbcannell.com,212-752-5255,Manual List Upload
10901601,Inactive Investor,Rodney Griffin,,"Northwestern Mutual Investment Services, LLC Bowie MD 16701 Melford Blvd",rodney.griffin@nm.com,,Salesforce
9598789,,Sherin Whitfield,,,swhitfield@carsoninstitutional.com,,List import
9562454,,Friedemann Dorn,,,friedemann.dorn@gmail.com,,List import
11099574,Inactive Investor,Stuart Quint,Compliance Officer,"Ambassador Wealth Management, LLC",stuart@ambassadorwm.com,,Salesforce
11083632,Inactive Investor,James Malarkey,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",james.malarkey@53.com,,Salesforce
10873568,Inactive Investor,Swee Tan,,"Transamerica Financial Advisors, Inc Saint Paul MN 2277 Hwy 36 W",swee.tan@tfaconnect.com,,Salesforce
10851334,Inactive Investor,Willie Anderson,,State Farm VP Management Corp. Thorndale PA 3000 C G Zinn Rd,will.anderson.c5sh@statefarm.com,,Salesforce
10489289,,Casey Waits,,"Prospera Financial Services, Inc. Frisco TX 7110 Pecan St",casey.waits@prosperafinancial.com,,List Import
9548184,,Dennis Thurman,,,dennis.thurman@aretewealth.com,,List import
9578006,,Karl Brantley,,,karl.brantley@lfg.com,,List import
11119605,Inactive Investor,James Vandenberg,Financial Advisor;Vice President,"RBC Capital Markets, LLC Cedar Rapids IA 201 1st St SE",james.vandenberg@rbc.com,,Salesforce
10837677,Inactive Investor,Crawford McGill,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 5718 Westheimer Rd",crawford.m.mcgill@ampf.com,,Salesforce
10970967,Inactive Investor,Anthea Tjuanakis Cox,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
10797738,Inactive Investor,Kenneth Harasym,,"American Portfolios Financial Services, Inc. Fort Meyers FL Private Residence",kharasym@americanportfolios.com,,Salesforce
11118527,Inactive Investor,Dyllon Whitaker,District Leader,PFS Investments Inc. Upland CA 151 D St,dyllon.whitaker@primerica.com,,Salesforce
11146249,Inactive Investor,Maximilien Glasser,,"TradeStation Securities, Inc.",mglasser@tradestation.com,,Salesforce
199180,,Cynthia Menker,President,Contour Financial,cindy@contourfinancial.com,708-460-3800,Manual List Upload
10920192,Inactive Investor,Daniel Ringer,Chief Compliance Officer;Founder;Member;Principal,"Breakwater Financial, LLC",,,Salesforce
10792735,Inactive Investor,Telmo Galvao,,PFS Investments Inc. Braintree MA 150 Wood Rd,telmo.galvao@primerica.com,,Salesforce
10948068,Inactive Investor,Kade Hammes,Chief Compliance Officer;Founder;Owner,Storybook Financial,kade@storybookfinancial.com,,Salesforce
11147469,Inactive Investor,Oscar Lopez,,"Empower Financial Services, Inc Woodinville WA Private Residence",oscar.lopez@empower.com,,Salesforce
9609666,,Widjoyo Prawirohardjo,,,w.prawiro@gmail.com,,List import
9601659,,Dana Levit,,,dana@paragonfeeonly.com,,List import
11126121,Inactive Investor,Greyson Mckenzie,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10867435,Inactive Investor,Cynthia Hetner,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",cynthia.hetner2@equitable.com,,Salesforce
6100117,,Beverly J Smith,,,racix76780@kaftee.com,,Web Form Fillout
5158568,,hon hoeun,,,tctfapz613@jpgintopdf.com,,Web Form Fillout
9640731,,Jon Mears,,,jon@jonmears.co.uk,,List import
10839552,Inactive Investor,Mary Marett,,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",mary.marett@wellsfargoadvisors.com,,Salesforce
11082799,Inactive Investor,Paul Good,,Cetera Investment Services LLC Hollidaysburg PA 224 Allegheny St,paul.good@ceterais.com,,Salesforce
11157577,Inactive Investor,Nicholas Heflin,,"Fifth Third Securities, Inc. Los Angeles CA 1901 Avenue of the Stars",nicholas.heflin@53.com,,Salesforce
11048262,Inactive Investor,William Bearden,,"MML Investors Services, LLC Winder GA 75 N Broad St",,,Salesforce
11101446,Inactive Investor,Paul Champlin,,Cetera Advisor Networks LLC Logan UT 195 W 1600 N,champlinp@ceteranetworks.com,,Salesforce
10877383,Inactive Investor,James Sullivan,Wealth Advisor,LPL Financial LLC Albany NY 80 Wolf Rd,,,Salesforce
333384,,Carl Noble,,Congress Wealth,cnoble@congresswealth.com,,Manual List Upload
10941201,Inactive Investor,Andrew Spremulli,,Fidelity Brokerage Services LLC,,,Salesforce
11034139,Inactive Investor,Dale Bartlett,Managing Director,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",bartlett.duane@principal.com,,Salesforce
11204012,Inactive Investor,Nathaniel Gehring,Financial Planner;Owner,"Kahler Financial Group, Inc. Boca Raton FL Private Residence",,,Salesforce
11098510,Inactive Investor,Victor Goh,,J.P. Morgan Securities LLC Staten Island NY 666 Forest Ave,victor.s.goh@jpmorgan.com,,Salesforce
11166488,Inactive Investor,George Ellison,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10347619,,William Paul,,,wpaul2714@gmail.com,,Web Form Fillout
11147329,Inactive Investor,Lynn Brix,,LPL Financial LLC Glendale AZ Private Residence,lynn.brix@lpl.com,,Salesforce
10830513,Inactive Investor,James Sporrer,Financial Consultant;Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",james.sporrer@rbc.com,,Salesforce
10915551,Inactive Investor,Mary Xavier,Financial Advisor,Edward Jones Newtown CT 19 Church Hill Rd,maria.xavier@edwardjones.com,,Salesforce
9558167,,Pablo---n Colon--jr,,,cecolonce@gmail.com,,List import
243373,,Jonathan Story,Vice President,BNY Mellon Pershing,jstory@pershing.com,17044242067,Manual List Upload
215103,,Umit Sami,,[Unknown],umit.sami@qabacus.com,,News & Research
11084243,Inactive Investor,Benjamin Leung,,Cetera Financial Specialists LLC Vienna VA 2102A Gallows Rd,benjamin.leung@ceterafs.com,,Salesforce
10921710,Inactive Investor,Gurpreet Singh,,Fidelity Brokerage Services LLC Scottsdale AZ 7047 E Greenway Pkwy,gurpreet.singh@fmr.com,,Salesforce
11037132,Inactive Investor,Raymond Holden,,J.P. Morgan Securities LLC Snellville GA 1875 Scenic Hwy N,raymond.holden@jpmorgan.com,,Salesforce
10862089,Inactive Investor,Maxwell Elbe,,Morgan Stanley Edwardsville IL 6181 Bennett Dr,,,Salesforce
11207584,Inactive Investor,Victoria Fredericks,Assistant Vice President;Wealth Management Associate,Morgan Stanley Rockville MD 702 King Farm Blvd,victoria.j.fredericks@morganstanley.com,,Salesforce
350813,,Douglas Preiser,"COO, Keybanc Capital Markets",Key Investment Services Llc,douglas_preiser@keybank.com,888-547-2968,Manual List Upload
10838960,Inactive Investor,Vasile Panait,,PFS Investments Inc. Miami FL 9360 SW 72nd St,vasile.panait@primerica.com,,Salesforce
10787646,Inactive Investor,Andrew Entwisle,Financial Advisor,PNC Investments Greensburg PA 200 Greengate Centre Cir,a.entwisle@pnc.com,,Salesforce
10616704,,Jeffrey Morse,,,jeffrey.morse@ml.com,,List Import
10935794,Inactive Investor,Matthew Walker,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,mwalker08@ft.newyorklife.com,,Salesforce
10956961,Inactive Investor,Ailish Sullivan,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,,,Salesforce
9595730,,John Youngs,,,jyoungs@youngsag.com,,List import
11018304,Inactive Investor,Sara Botkin,,LPL Financial LLC Canonsburg PA 2948 Washington Rd,sara.botkin@lpl.com,,Salesforce
235721,, -,,[[Unknown]],bigtimmy68@gmail.com,,
11187609,Inactive Investor,Ryan Weaver,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",ryan.weaver@ampf.com,,Salesforce
9597756,,Gideon Hicks,,,ghicks@wealthenhancement.com,,List import
11198024,Inactive Investor,Robert Petix,,"Wells Fargo Advisors Financial Network, LLC Austin TX 111 Congress Ave",,,Salesforce
10957783,Inactive Investor,Konstantin Chrenow,,Kovack Securities Inc. Spring Hill TN Private Residence,konstantin@kovacksecurities.com,,Salesforce
11034968,Inactive Investor,Ryan Ealy,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,ryanealy.team@fidelity.com,,Salesforce
10762208,Inactive Investor,Esteban Prellezo,Managing Director;Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",steve_prellezo@ml.com,,Salesforce
11191706,Inactive Investor,Stephen Picazio,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Venice FL 871 Venetia Bay Blvd",steve_picazio@ml.com,,Salesforce
10961604,Inactive Investor,Dean Cushing,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",dean.cushing@tiaa.org,,Salesforce
10659331,,Eric Miller,,,eric.miller@countryfinancial.com,,List Import
245891,,Not Provided,Associate,FS Vector,mmoore@fsvector.com,,Manual List Upload
9560253,,Andrew Hunter,,,andrew@b2c2.com,,List import
9630060,,Matt D'Agostino,,,matt.dagostino@gmail.com,,List import
10807783,Inactive Investor,Brian Heapps,,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
10862377,Inactive Investor,Thomas Kelly,,Aegis Capital Corp.,,,Salesforce
9608852,,Steven Pleas,,,skpleas6@yahoo.com,,List import
11054256,Inactive Investor,James Mbithi,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,jmmbithi@ft.newyorklife.com,,Salesforce
11218899,,Navika Kuchakulla,,,navika.kuchakulla@ubs.com,,Other
11151288,Inactive Investor,Jacob Hoffstatter,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",jacob.hoffstatter@nm.com,,Salesforce
11006522,Inactive Investor,Phuong Do,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",priscilla.do@ml.com,,Salesforce
10849335,Inactive Investor,Patrick Price,,J.P. Morgan Securities LLC Fishers IN 11610 Olio Rd,patrick.t.price@jpmorgan.com,,Salesforce
10827702,Inactive Investor,Sam Bellamy,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,sam.bellamy@ubs.com,,Salesforce
10989476,Inactive Investor,Brendan Spilsbury,Associate Financial Advisor,"Sensible Financial Planning and Management, LLC",bspilsbury@sensiblefinancial.com,,Salesforce
11255064,Inactive Investor,Cain Martin,Wealth Management Associate,MB Gen Wealth,,,Salesforce
10957543,Inactive Investor,Joela Powell,,"CUSO Financial Services, L.P. West Chester PA 1209 W Chester Pike",,,Salesforce
11107249,Inactive Investor,Feaster Hampton,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 1381 Weston Rd",,,Salesforce
11193444,Inactive Investor,William Bell,Vice President,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",william.bell@raymondjames.com,,Salesforce
5205510,,Milton Balbuena,,Ronald T Davis Trust UA 01-02-1990,milton@bluehallcap.com,,Organic Search
10956610,Inactive Investor,Brian Evans,Relationship Banker,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",,,Salesforce
10814299,Inactive Investor,Rick Wood,,PFS Investments Inc. Russellville AR 310 S Boston Ave,rick.wood@primerica.com,,Salesforce
10816534,Inactive Investor,David Haddad,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",ellis.haddad@raymondjames.com,,Salesforce
10978405,Inactive Investor,Peter Sobecki,,"Farmers Financial Solutions, LLC Lisle IL 801 Warrenville Rd",peter.sobecki@farmersinsurance.com,,Salesforce
11211008,Inactive Investor,Victor Hildebrand,Wealth Advisor,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,vic.hildebrand@thrivent.com,,Salesforce
10837833,Inactive Investor,Kenneth Mcguire,Chief Compliance Officer;President,"McGuire Financial Services, Inc. West Yarmouth MA 349 Rte 28",ken@mcguirefs.com,,Salesforce
9618239,,Timothy McCandless,,,tmccandless@bamfunds.com,,List import
11216518,,Ronen Tanchum,,,tanchum.ronen@gmail.com,,Web Form Fillout
10767153,Inactive Investor,Lesa Sroufe,Chief Financial Officer;Chief Investment Officer;Managing Director;President,"Lesa Sroufe & Company, Inc.",,,Salesforce
10859495,Inactive Investor,Serkan Uygur,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",serkan.uygur@wellsfargo.com,,Salesforce
371214,,john melot,,[Unknown],disakjhdisahjdsajkdsa@cock.li,,source
10983644,Inactive Investor,James Gulledge,Wealth Advisor,Foster Victor Wealth Advisors,ggulledge@fostervictorwa.com,,Salesforce
371791,,MARK LEWIS,,United States,markwlewis@gmail.com,,Twitter
9602750,,Gunhwa Bae,,,coin100won@gmail.com,,List import
9547713,,Joshua Burchfield,,,burchfield.joshua@principal.com,,List import
11073314,Inactive Investor,Paul Saunders,,"Portside Wealth Group, LLC Providence UT 286 N Gateway Dr",,,Salesforce
10829071,Inactive Investor,Milford Quinn,Senior Vice President - Wealth Management,UBS Financial Services Inc. Wilmington NC 1985 Eastwood Rd,townsend.quinn@ubs.com,,Salesforce
10986645,Inactive Investor,Nicholas Petrucelli,,Park Avenue Securities LLC Roslyn NY 17 Lumber Rd,,,Salesforce
9550150,,Xi Chen,,,xi.chen@transamerica.com,,List import
10832765,Inactive Investor,Cheryl David,,"Avantax Investment Services, Inc. Greensboro NC 528 College Rd",,,Salesforce
340814,,Richard Willinger,Managing Director,"Mercadien Asset Management, Llc",rwillinger@mercadien.com,609-689-9700,Manual List Upload
11039060,Inactive Investor,Allison Phillips,,PFS Investments Inc. Little Rock AR 2020 W 3rd St,aphillips.vfmx6@primerica.com,,Salesforce
9637031,,Matthew Kirr,,,matthew@kirrmar.com,,List import
11201387,Inactive Investor,Mandi Lehmkuhler,,GWN Securities Inc. Lexington NE Private Residence,mlehmkuhler@gwnsecurities.com,,Salesforce
9579297,,Lauri Funk,,,lauri.funk@arthurbellcpas.com,,List import
11114510,Inactive Investor,Christopher Harbuck,,"Osaic Wealth, Inc. Shreveport LA 8518 Line Ave",,,Salesforce
10940884,Inactive Investor,David McClurg,,"Farmers Financial Solutions, LLC Chula Vista CA 294 F St",,,Salesforce
11148397,Inactive Investor,Michelle Derouen,,"Avantax Investment Services, Inc. New Iberia LA 103 E Main St",,,Salesforce
11122958,Inactive Investor,Robert Schueller,,J.P. Morgan Securities LLC,robert.schueller@jpmorgan.com,,Salesforce
11015119,Inactive Investor,Alisha Manekshaw,Senior Investment Analyst,"Financial Integrity Advisors, LLC",alisha@firmadvisor.com,,Salesforce
11044968,Inactive Investor,Jeremy Downin,,"Stifel, Nicolaus & Company, Incorporated Galesburg IL 1181 N Henderson St",jt.downin@stifel.com,,Salesforce
224201,,Kevin Breault,,[Unknown],kevin999575@gmail.com,,Organic Search
11234251,Inactive Investor,Trent Folk,,Evercore Group L.L.C.,,,Salesforce
11063225,Inactive Investor,Jeremy Taylor,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",jeremy.taylor@raymondjames.com,,Salesforce
11002447,Inactive Investor,Kevin Christoff,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11140403,Inactive Investor,Jacob Ford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10934682,Inactive Investor,Christopher Poindexter,,"Commerce Brokerage Services, Inc. Kansas City MO 1000 Walnut St",christopher.poindexter@commercebank.com,,Salesforce
188682,,amanda b,,[Unknown],suziejohnson595@yahoo.com,,source
11156882,Inactive Investor,Benson Hathaway,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,benson_hathaway@vanguard.com,,Salesforce
10926786,Inactive Investor,Jacqueline LeVoir,,"Raymond James Financial Services, Inc. Fort Mitchell KY 545 Centre View Blvd",jacqueline.levoir@raymondjames.com,,Salesforce
11230717,Inactive Investor,Geoffrey Brown,Financial Professional,LPL Financial LLC Glen Allen VA 4860 Cox Rd,geoff.brown@lpl.com,,Salesforce
11082951,Inactive Investor,Jennifer Robinson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",jrobinson34@ml.com,,Salesforce
11036473,Inactive Investor,Andrea Alderman,,"RBC Capital Markets, LLC",,,Salesforce
341490,,Christopher Remondi,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,christopher.remondi@bbh.com,212-483-1818,Manual List Upload
11032850,Inactive Investor,Paul Hoang,,"Farmers Financial Solutions, LLC Houston TX 12320 Bellaire Blvd",phoangdao@farmersagent.com,,Salesforce
11074728,Inactive Investor,Olivia Price,,Edward Jones Dallas TX 2711 Lyndon B Johnson Fwy,,,Salesforce
10932141,Inactive Investor,Stephen Fitzgerald,Financial Advisor,LPL Financial LLC Brooklyn NY 8008 20th Ave,steve.fitzgerald@lpl.com,,Salesforce
9630712,,David Kaul,,,david.kaul@qualiscapital.com,,List import
2260405,,Johan Vandevoorde,,[Unknown],jvandevoorde@gmail.com,,
11033097,Inactive Investor,Mark Degregorio,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cambridge MA 1414 Massachusetts Ave",mark.degregorio@ml.com,,Salesforce
7715615,,MRR LEAK,,,refund@markettraders.com,,Web Form Fillout
10839235,Inactive Investor,Nicole Schofield,,Citigroup Global Markets Inc. Palo Alto CA 2401 El Camino Real,nicole.schofield@citi.com,,Salesforce
9630243,,S L,,,itzourshopping@gmail.com,,List import
10797661,Inactive Investor,Brian Chait,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;President,Lynx Capital Group Ltd,brian@lynxcap.com,,Salesforce
10894025,Inactive Investor,Anthony Lazzaro,,J.P. Morgan Securities LLC Glen Cove NY 100 Village Sq,anthony.lazzaro@jpmorgan.com,,Salesforce
350913,,Brian Lewis,Probate Manager,Rathbones,brian.lewis@rathbones.com, -2366773,Manual List Upload
9637380,,Rehan Ali,,,re5800877@gmail.com,,List import
11184073,Inactive Investor,Paul Mariano,,"MML Investors Services, LLC Southbury CT 555 Heritage Rd",pmariano@massmutual.com,,Salesforce
350191,,Brian D'Amico,Managing Partner,"Summer Street Capital Partners, Llc",bdamico@summerstreetcapital.com,716-566-2900,Manual List Upload
10494332,,Paul Greenwell,"Analyst, Portfolio Manager, Principal, Vice President",Luther King Capital Management Corporation,pgreenwell@lkcm.com,,List Import
10990134,Inactive Investor,Aaron Dahl,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
11112310,Inactive Investor,Alexander Gurin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",alexander.gurin@schwab.com,,Salesforce
9554382,,Christopher Weil,,,cweil@cweil.com,,List import
11172567,Inactive Investor,Andrew Beaudry,,"Cambridge Investment Research, Inc. South Hadley MA 87 Willimansett St",,,Salesforce
11017736,Inactive Investor,Nathan Crumback,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
10961420,Inactive Investor,Ryan Leitzinger,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
9580830,,William Plumstead,,,wplumstead1027@gmail.com,,List import
10917954,Inactive Investor,Chong Fu,,Citigroup Global Markets Inc.,,,Salesforce
10941778,Inactive Investor,Jonah Lewis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11043790,Inactive Investor,David Hilton,Investment Advisor Representative,"Voya Financial Advisors, Inc. Los Angeles CA 8700 Beverly Blvd",david.hilton@voyafa.com,,Salesforce
10924113,,Abigail Tovar,,,abbie@grayscale.com,,List Import
10979032,Inactive Investor,Tibab Delisser,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,tibab.whittaker@primerica.com,,Salesforce
11058061,Inactive Investor,Kyle Moore,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10788975,Inactive Investor,Derek Christian,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",derek_christian@ml.com,,Salesforce
11069856,Inactive Investor,Steven Mennella,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,steven.mennella@fidelity.com,,Salesforce
11208764,Inactive Investor,Tanner Steele,Investment Research Analyst,Affiance Financial LLC Saint Paul MN Private Residence,tanner.steele@affiancefinancial.com,,Salesforce
341220,,Adrienne Butler,Managing Director,Barings Llc,abutler@babsoncapital.com,704-805-7200,Manual List Upload
9623583,,Laurent Bremond,,,laurent.bremond@gmail.com,,List import
9585904,,Benjamin Thistlethwaite,,,b.thistlethwaite@fi.com,,List import
11059917,Inactive Investor,Ron Roff,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",ron.roff@schwab.com,,Salesforce
10615387,,Peter McCarthy,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,peter.t.mccarthy@morganstanley.com,,List Import
10659672,,Christopher Cousins,,,ccousins@tradestation.com,,List Import
9567853,,dan diekneite,,,ddiekneite@gmail.com,,List import
10797199,Inactive Investor,Brad Bouse,,"Stifel, Nicolaus & Company, Incorporated Rolla MO 100 S Bishop Ave",,,Salesforce
11178027,Inactive Investor,Timothy Mettler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,timothy_mettler@vanguard.com,,Salesforce
10844681,Inactive Investor,Henry Gallardo,,"Osaic Wealth, Inc. El Paso TX 123 W Mills Ave",,,Salesforce
1003912,Inactive Investor,Sanjiv Chhahira,,Sanjiv Chhahira,sanjivchhahira@gmail.com,914-439-9396,
10805809,Inactive Investor,Kenneth Johnson,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 123 N 7th St",kenneth_r_johnson@ml.com,,Salesforce
11110235,Inactive Investor,Jennifer Ganschow,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jennifer.ganschow@schwab.com,,Salesforce
10970082,Inactive Investor,Matthew Behler,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11073836,Inactive Investor,Jay Chang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
10994687,Inactive Investor,Angelica Bolisay,,"U.S. Bancorp Investments, Inc. La Quinta CA 78435 Hwy 111",angelica.bolisay@usbank.com,,Salesforce
9557547,,Press Enquiry Marcoulet,,,nmarcoulet@bwconfidential.com,,List import
10988056,Inactive Investor,Tiffany Micale,,LPL Financial LLC Birdsboro PA 248 N Mill St,tiffany.micale@lpl.com,,Salesforce
11094077,Inactive Investor,Jacob Duren,,"Larson Financial Securities, LLC",,,Salesforce
11148440,Inactive Investor,Jackie Wells,,"Farmers Financial Solutions, LLC Harker Heights TX 106 E FM 2410 Rd",,,Salesforce
11033501,Inactive Investor,Steve Verhasselt,,"Principal Securities, Inc. Freedom WI Private Residence",verhasselt.steve@principal.com,,Salesforce
10619617,,Jonathan Kruger,,,jonathan.kruger@sentinus.com,,List Import
10953370,Inactive Investor,Matthew Cosman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
217996,,Andri Hartanto,,[Unknown],andrihuang196@gmail.com,,Direct
10911218,Inactive Investor,Adam Ghantous,Financial Advisor,LPL Financial LLC Peoria IL 240 SW Jefferson Ave,adam.ghantous@lpl.com,,Salesforce
11106541,Inactive Investor,Jordan Fuerst,,"Raymond James Financial Services, Inc. Erie CO 671 Mitchell Way",jordan.fuerst@raymondjames.com,,Salesforce
10826804,Inactive Investor,James Wandzilak,Financial Advisor,Edward Jones Sonoma CA 10 Maple St,james.wandzilak@edwardjones.com,,Salesforce
11088097,Inactive Investor,Jon Bernier,Chief Compliance Officer;Chief Investment Officer;Founder;Member;President;Wealth Advisor,"TandemGrowth Financial Advisors, LLC",jbernier@tandemgrowth.com,,Salesforce
11123947,Inactive Investor,Marcin Krol,,J.P. Morgan Securities LLC Harwood Heights IL 5050 N Cumberland Ave,marcin.krol@jpmorgan.com,,Salesforce
9598950,,Samantha Provost,,,samantha.provost@ifpadvisor.com,,List import
10916193,Inactive Investor,Erik Swenson,,"Ameriprise Financial Services, LLC",erik.x.swenson@ampf.com,,Salesforce
11078265,Inactive Investor,Olivia Rollins,,"Northwestern Mutual Investment Services, LLC Denver CO 3875 N Steele St",olivia.rollins@nm.com,,Salesforce
9613692,,James E. Roberts -,,,jameseroberts@gmail.com,,List import
9617096,,Jason Bidwell,,,jason@gamecreekcapital.com,,List import
9601313,,Gregory Slater,,,gslater@altiumwealth.com,,List import
243706,,Dave Basich,Director Corporate Partners Group,Davis Advisors,dbasich@dsaco.com,12128915504,Manual List Upload
11190484,Inactive Investor,Lauren Conigliaro,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley New Brunswick NJ 120 Albany St,lauren.conigliaro@morganstanley.com,,Salesforce
7229219,,Abdul kadir Shovo,,,mdabdulkadirshovo3@gmail.com,,Web Form Fillout
9589567,,John Balcerzak,,,jbalcerzak@a4wealth.com,,List import
10811843,Inactive Investor,Glenn Livingston,,LPL Financial LLC Owings Mills MD 300 Redland Ct,glenn.livingston@lpl.com,,Salesforce
10487238,,Debra Young,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",debra_young@ml.com,,List Import
11119754,Inactive Investor,Connie Berg,,"Ameriprise Financial Services, LLC Roseau MN 201 3rd Ave NW",connie.j.berg@ampf.com,,Salesforce
11136025,Inactive Investor,Robert Joseph,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",,,Salesforce
10849721,Inactive Investor,Gregory Litts,Member;Partner;Senior Wealth Advisor,"Avidian Wealth Solutions, LLC",,,Salesforce
9643402,,Tim French,,,tfsojourner@yahoo.com,,List import
10994232,Inactive Investor,Leila Sulaimon,,"Transamerica Financial Advisors, Inc Long Beach CA 4500 E Pacific Coast Hwy",leila.sulaimon@tfaconnect.com,,Salesforce
342728,,Alan Morgan,Chief Operating Officer,Overlook Investments L.p.,amorgan@overlookinv.com,345-949-2648,Manual List Upload
10984611,Inactive Investor,Mary Arrington,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",mary.arrington@empower.com,,Salesforce
11094013,Inactive Investor,Karen Bostick,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,bostickk@ceteranetworks.com,,Salesforce
9543597,,Adrian Pantea,,,apantea@cox.net,,List import
348290,,Franz Amussen,Managing Member,Iron Gate Global Advisors,franz@igga.com,801-575-6427,Manual List Upload
11182862,Inactive Investor,Chad Kingery,,State Farm VP Management Corp. Mansfield OH 929 Ashland Rd,chadkingery@statefarm.com,,Salesforce
4878164,,Asai Afa,,,luxadh@gmail.com,9156586652,Web Form Fillout
10968380,Inactive Investor,Michael Skelton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10814730,Inactive Investor,Donald Martin,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10992910,Inactive Investor,Kyle Grofsick,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
11071716,Inactive Investor,Nancy Arango,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",nancy.a.arango@ml.com,,Salesforce
10902890,Inactive Investor,Andrew Ward,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 90 Linden Oaks",andrew.ward@ampf.com,,Salesforce
9617520,,Takumi Uehara,,,rmiexception@gmail.com,,List import
11087972,Inactive Investor,Tiffany Even,Financial Advisor,"Ameriprise Financial Services, LLC Spearfish SD 712 N 12th St",tiffany.c.carr@ampf.com,,Salesforce
10797905,Inactive Investor,James O'Connor,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",chip_oconnor@ml.com,,Salesforce
227100,, -,,[[Unknown]],martinez8179@gmail.com,,
11113729,Inactive Investor,Oltion Kadiu,,"Farmers Financial Solutions, LLC Clawson MI 710 S Main St",okadiu@farmersagent.com,,Salesforce
368146,,Kyle Etsebeth,Manager,,etskyl001@outlook.com,,Webinar
11254329,Inactive Investor,Cole Stephens,,Cetera Advisors LLC Flint MI 2501 S Dye Rd,,,Salesforce
10904292,Inactive Investor,Brandon Goodrich,,"Allstate Financial Services, LLC Memphis TN 3725 Riverdale Rd",brandongoodrich@allstate.com,,Salesforce
10842053,Inactive Investor,Michael Tormey,Financial Advisor,Edward Jones Tampa FL 9902 W Linebaugh Ave,michael.tormey@edwardjones.com,,Salesforce
10884288,Inactive Investor,Aaron Milledge,Chief Compliance Officer;Founding Partner;Founding Principal;Member,Targeted Wealth Solutions,aaron@targetedwealthsolutions.com,,Salesforce
10809813,Inactive Investor,Sean Fox,Financial Advisor,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,sean.m.fox@morganstanley.com,,Salesforce
10897550,Inactive Investor,Mika Geringer,Registered Associate,Morgan Stanley Honolulu HI 733 Bishop St,mika.geringer@morganstanley.com,,Salesforce
10808801,Inactive Investor,Kimberly Muska,Director;Private Wealth Relationship Manager,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,kimberly.muska@ubs.com,,Salesforce
10778027,Inactive Investor,Scott Fellows,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",scott.fellows@schwab.com,,Salesforce
226883,, -,,[[Unknown]],bok8978@naver.com,,Organic Search
11115652,Inactive Investor,Mark Grieshop,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,mark.grieshop@fidelity.com,,Salesforce
11127121,Inactive Investor,Lyly Obayashi,,"Cambridge Investment Research, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
11091878,Inactive Investor,Joseph Facenda,,NYLIFE Securities LLC Sunland CA Private Residence,jfacenda@ft.newyorklife.com,,Salesforce
10941983,Inactive Investor,Jessica Ping Hausman,Financial Professional,"Equitable Advisors, LLC Ann Arbor MI Private Residence",,,Salesforce
190219,, -,,[Unknown],will@polychain.capital,,
10795891,Inactive Investor,Andrew Hager,Chief Compliance Officer;Investment Advisor;Managing Partner,"Hager Investment Management Services, LLC",,,Salesforce
11160632,Inactive Investor,Julie Pribble,Financial Advisor;Portfolio Manager,"Peak Asset Management, LLC",juliepribble@peakam.com,,Salesforce
11098260,Inactive Investor,Nolan Hoff,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9568625,,Nico Pantelis,,,nico.pantelis@gmail.com,,List import
10982970,Inactive Investor,Brandy Defeo,,Vanguard Marketing Corporation,brandy_weldon@vanguard.com,,Salesforce
9577608,,Traci Byrge,,,traci.byrge@53.com,,List import
11124294,Inactive Investor,Colin Barrow,,Deutsche Bank Securities Inc.,,,Salesforce
11106687,Inactive Investor,Sean Murphy,,PFS Investments Inc. Overland Park KS 4901 W 136th St,sean.murphy@primerica.com,,Salesforce
9578846,,Walter Brosman,,,wbrosman@royalaa.com,,List import
11002189,Inactive Investor,Victoria Sizhuk,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,vpahodskaya@primerica.com,,Salesforce
186234,,Daniel Martinez,,[Unknown],daniel@nopestack.dev,,source
11011186,Inactive Investor,Mark Gendy,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,mark.gendy@jpmorgan.com,,Salesforce
337470,,Michele Lopez,Managing Partner,"Mellig Group, Llc",michele.lopez@mellig.us,786-953-0475,Manual List Upload
116097,,Jacob Wick,"Senior Vice President, Vice President - Marketing",NorthCoast Asset Management LLC,jwick@northcoastam.com,203-532-7000,
11218612,,Malia Haskins,,,malia.haskins@rbc.com,,Other
11132030,Inactive Investor,Abraham Moosa,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",abraham.moosa@ml.com,,Salesforce
11185241,Inactive Investor,Kirstin Chavez,,Cetera Advisor Networks LLC Salt Lake City UT Private Residence,,,Salesforce
10819062,Inactive Investor,Alonzo Adams,,Fidelity Brokerage Services LLC,alonzo.adams@fmr.com,,Salesforce
10988060,Inactive Investor,Allison Ditullio,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,allisonditullio@statefarm.com,,Salesforce
10900544,Inactive Investor,Ilya Dayter,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",ilya.dayter@ml.com,,Salesforce
248944,,Bahieh Yaish,Project Manager,Testing Environment,a.althani@qfc.qa,,Manual List Upload
10782251,Inactive Investor,Ira Holowell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,ira.holowell@fidelity.com,,Salesforce
349138,,Luke Stellini,Director,Wellington Management International Ltd,lstellini@wellington.com,442-071-266000,Manual List Upload
9604233,,Griffin McKenzie,,,gmcken1289@gmail.com,,List import
9550274,,Seth Glasser,,,seth.glasser@decade-llc.com,,List import
9590612,,Brice Tarling,,,bricebdt@gmail.com,,List import
9550085,,Tim Baumgärtner,,,timbaumgaertner@gmx.net,,List import
10752982,Inactive Investor,Javier Larrea,,Cary Street Partners Austin TX 7000 N Mo Pac Expy,jlarrea@carystreetpartners.com,,Salesforce
11153432,Inactive Investor,Linda Tucker,,"Western International Securities, Inc. Woodland Hills CA 5900 Canoga Ave",ltucker@wisdirect.com,,Salesforce
11134105,Inactive Investor,Alfred Marsicano,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 221 Commercial Blvd",afmarsicano@raymondjames.com,,Salesforce
10917859,Inactive Investor,Wesley Febus,,"Osaic Wealth, Inc. Grand Rapids MI 4519 Cascade Rd SE",,,Salesforce
9632909,,Brett Holey,,,brettholey@gmail.com,,List import
9645056,,Steve Nivens,,,steve@sknivens.com,,List import
9618697,,Michael Whittington,,,michael@passportcapital.com,,List import
348630,,Gregory Rankin,Financial Advisor,"MML Investors Services, LLC",grankin@financialguide.com,859-223-4141,
9612989,,Richard Greenwood,,,rgreenwood@madisonadvisorygroup.com,,List import
11017543,Inactive Investor,Ronda Ashe,,"N.I.S. Financial Services, Inc.",,,Salesforce
11077127,Inactive Investor,Liam Dalton,,"Axiom Capital Management, Inc.",,,Salesforce
11069653,Inactive Investor,Michael Moloney,,"Cambridge Investment Research, Inc. Saint Louis MO 142 W Monroe Ave",,,Salesforce
11216832,,Gary Wallace,,,gary.wallace@lpl.com,,List Import
11127459,Inactive Investor,Matthew Partusch,,"Osaic Wealth, Inc.",,,Salesforce
11081218,Inactive Investor,Michelle Fenaoui,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Alexandria VA 8723 Cooper Rd",michelle.fenaoui@wellsfargoadvisors.com,,Salesforce
11013942,Inactive Investor,Jordan Teicheira,,J.P. Morgan Securities LLC Benicia CA 802 Southampton Rd,jordan.teicheira@jpmorgan.com,,Salesforce
10658010,,Robert Bolser,,,robert.bolser@countryfinancial.com,,List Import
10818446,Inactive Investor,Matthew Markle,Chief Investment Officer;Senior Investment Advisor,Donaldson Capital Management LLC,kmarkle@dcmol.com,,Salesforce
9605138,,Jeff Kostermans,,,jeff.kostermans@gmail.com,,List import
11070262,Inactive Investor,David Gauthier,,PlanMember Securities Corporation Sun City Center FL 772 Cortaro Dr,,,Salesforce
346615,,Stephan Stenger,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",sstenger@chadlersolutions.com,732-595-2200,Manual List Upload
11106411,Inactive Investor,Christopher Chaplin,,"Cambridge Investment Research, Inc. Missouri City TX Private Residence",chris.chaplin@cambridgesecure.com,,Salesforce
188087,,Jason Edmonds,Member,"Edmonds Duncan Registered Investment Advisors, Llc",jason@edmondsduncan.com,785-856-2357,Manual List Upload
1004932,Inactive Investor,Troy Hoekstra,,Troy Hoekstra,hoekstratroy@gmail.com,,source
11005571,Inactive Investor,Calum Pontin,,Citigroup Global Markets Inc.,,,Salesforce
11207808,Inactive Investor,Ryan Hollaender,Executive Director;Market Director,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,ryan.hollaender@ubs.com,,Salesforce
9577536,,Bryce Daifuku,,,bryce_d@yahoo.com,,List import
9630309,,Najeeb Zaidi,,,najeeb.zaidi@gmail.com,,List import
10872059,Inactive Investor,Danielle Mileto,,Goldman Sachs & Co.,,,Salesforce
11103706,Inactive Investor,Erin Noel,Vice President,Neuberger Berman BD LLC,erin.noel@nb.com,,Salesforce
11196489,Inactive Investor,Richard Hicks,,Edward Jones Maryland Heights MO 170 Edward Jones Blvd,,,Salesforce
11159848,Inactive Investor,Daniel Peacock,,Brookstone Capital Management LLC Muskegon MI 2112 N Roberts Rd,,,Salesforce
9646604,,Jonathan Nook,,,j@no.co,,List import
11083099,Inactive Investor,Jordan Greenlee,,PNC Investments Urbana IL 507 S Broadway Ave,jordan.greenlee@pnc.com,,Salesforce
10787527,Inactive Investor,Christopher Doherty,Wealth Management Advisor,Citigroup Global Markets Inc. Hastings on Hudson NY 65 Main St,christopher.doherty@citi.com,,Salesforce
11030256,Inactive Investor,Heath Goldman,,"World Equity Group, Inc. Sherman Oaks CA Private Residence",,,Salesforce
10801367,Inactive Investor,Johanna Alter,,Stonex Securities Inc. Englewood Cliffs NJ 550 Sylvan Ave,johanna.alter@saswealth.com,,Salesforce
9611638,,Raphaël Blairon,,,raphaelpullara@gmail.com,,List import
5122796,,Harold Janecek,,,hjanecek@sbcglobal.net,,Web Form Fillout
9563960,,Dale Robl,,,dale.m.robl@gmail.com,,List import
9631100,,Niraj Paul,,,eelectroguy@gmail.com,,List import
10476739,,Otmar Ehlers,,,stoned12321@gmail.com,,Web Form Fillout
11038333,Inactive Investor,Joseph Runyan,Financial Advisor,Morgan Stanley Modesto CA 1020 10th St,,,Salesforce
101550,,Patrick Lanza,,Cambridge Investment Research/ TAG,patrick@lanzafinancial.com,(850) 484-2900,
10872058,Inactive Investor,Conor Prunty,,Jefferies LLC,cprunty@jefferies.com,,Salesforce
9631871,,Alyssa W,,,alyssali.nyc@gmail.com,,List import
10658187,,Barbara Streeter,,,barbara.streeter@morganstanley.com,,List Import
11051547,Inactive Investor,James Yost,Partner;Wealth Advisor,"SignatureFD, LLC",james.yost@signaturefd.com,,Salesforce
11134523,Inactive Investor,Myles McGee,,SECU Brokerage Services Greensboro NC 405 N Murrow Blvd,myles.mcgee@ncsecu.org,,Salesforce
9582466,,Byron Ellis,,,byron.ellis@unitedcp.com,,List import
11032334,Inactive Investor,Robert Mahler,,PFS Investments Inc. Sheboygan WI 1320 N Taylor Dr,robert.mahler@primerica.com,,Salesforce
10905880,Inactive Investor,Thomas Peters,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
9571118,,Lan Ma,,,lxm218@gmail.com,,List import
10832980,Inactive Investor,Jennifer Ellman,,"Wells Fargo Clearing Services, LLC Ambler PA 1977 Norristown Rd",jennifer.ellman@wellsfargoadvisors.com,,Salesforce
11102289,Inactive Investor,Scott Minichiello,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",scott.minichiello@ml.com,,Salesforce
10841679,Inactive Investor,Alan Williams,,"Raymond James Financial Services, Inc. Brentwood TN 112 Westwood Pl",alan.williams@raymondjames.com,,Salesforce
11107230,Inactive Investor,Vickie Muckenthaler,,"Northwestern Mutual Investment Services, LLC Emporia KS 2530 W 15th Ave",vickie.muckenthaler@nm.com,,Salesforce
11210165,Inactive Investor,Emma Strong,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10510470,,Kristi LeVasseur,Senior ETF Marketing Strategist,Vanguard,kristiana_levasseur@vanguard.com,,List Import
10615926,,Matthew Simpson,,,matthew.j.simpson@jpmorgan.com,,List Import
171753,,opeyemi Dos,,[Unknown],dosumuyemi@gmail.com,,
11153622,Inactive Investor,Iviana Hornedo,,Fidelity Brokerage Services LLC Berkley MI Private Residence,,,Salesforce
10951321,Inactive Investor,Monica Tolliver,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
11054297,Inactive Investor,Kenper Miller,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,kenper.w.miller@morganstanley.com,,Salesforce
10973535,Inactive Investor,Michael Yates,,J.P. Morgan Securities LLC Elmwood Park IL 7180 W Grand Ave,michael.e.yates@chase.com,,Salesforce
11183001,Inactive Investor,Mitchell Liesmann,,Momentum Independent Network Inc.,mitchell.liesmann@momentumin.com,,Salesforce
9591529,,Mark Sletten,,,msleten@xmission.com,,List import
10812956,Inactive Investor,Denise Li Brizzi,Financial Advisor;First Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,denise.librizzi@morganstanley.com,,Salesforce
10846456,Inactive Investor,Monica Sachs,,J.P. Morgan Securities LLC San Antonio TX 10680 Culebra Rd,monica.sachs@jpmorgan.com,,Salesforce
10822483,Inactive Investor,Jeremiah Boynton,Founder;Managing Member,"Laureate Wealth Management, LLC",jboynton@laureate-wealth.com,,Salesforce
10805327,Inactive Investor,Alvin Spencer,Regional Director,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",alvin.spencer@stifel.com,,Salesforce
10929444,Inactive Investor,Ginger Brea,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9560815,,Edward Uittenbroek,,,24uittenbroek@gmail.com,,List import
9564143,,gustavo gonzalez,,,g.uzcanga95@gmail.com,,List import
10921799,Inactive Investor,Brian Barker,Financial Advisor,"VALIC Financial Advisors, Inc. Eugene OR 488 E 11th Ave",,,Salesforce
10876880,Inactive Investor,Bradley Lange,Financial Advisor,"Wells Fargo Clearing Services, LLC Circle Pines MN 640 Apollo Dr",bradley.lange@wellsfargo.com,,Salesforce
11059630,Inactive Investor,Peter Gavin,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",peter.gavin@equitable.com,,Salesforce
10615318,,Lee Neugebauer,"Financial Advisor, Portfolio Manager, Senior Vice President",,lee.neugebauer@morganstanley.com,,List Import
11032504,Inactive Investor,Robert Armstrong,Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 805 N Whittington Pkwy",robert.armstrong@ampf.com,,Salesforce
11132282,Inactive Investor,Anne Gouthro,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,anne.gouthro@fmr.com,,Salesforce
10913607,Inactive Investor,Samuel Hawkinson,,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",,,Salesforce
10486645,,Joseph Icon,Financial Advisor,"Wells Fargo Clearing Services, LLC",joseph.icon@wellsfargoadvisors.com,,List Import
10991535,Inactive Investor,John Checki,Financial Advisor,"Osaic Wealth, Inc. Plano TX 1720 Edgewater Dr",,,Salesforce
11200669,Inactive Investor,Paul Sydlansky,Chief Compliance Officer;Founder;Member;President;Senior Advisor,"Lake Road Advisors, LLC",paul@lakeroadadvisors.com,,Salesforce
11148717,Inactive Investor,Kristen Horvath,,"TIAA-CREF Individual & Institutional Services, LLC Riverview MI Private Residence",kristen.horvath@tiaa.org,,Salesforce
11106165,Inactive Investor,Ronald Tamayo,Financial Advisor;Member;Principal,"Moisand Fitzgerald Tamayo, LLC Orlando FL 200 S Orange Ave",ron@moisandfitzgerald.com,,Salesforce
10695804,,Elisabeth Coffey,,Fern,bcoffey@fernexpo.com,,List Import
10833930,Inactive Investor,John Case,Financial Advisor,Edward Jones Grosse Pointe MI 21115 Mack Ave,john.case@edwardjones.com,,Salesforce
11140373,Inactive Investor,Michael Demarco,Financial Advisor,Edward Jones Ballston Spa NY 220 Church Ave,michael.demarco@edwardjones.com,,Salesforce
11096304,Inactive Investor,Ryan Antonacci,Financial Advisor;First Vice President - Wealth Management;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",ryan_antonacci@ml.com,,Salesforce
238481,,cizinu@autowb.com -,,cizinu@autowb.com cizinu@autowb.com,cizinu@autowb.com,,Direct
11235070,Inactive Investor,Claudine Schrock,Senior Financial Advisor,"Montis Financial, LLC",cschrock@montisfinancial.com,,Salesforce
10907698,Inactive Investor,Durema Bacchus,,Kovack Securities Inc. Kennesaw GA 4286 Bells Ferry Rd NW,durema@kovacksecurities.com,,Salesforce
11197728,Inactive Investor,Neil Gargiulo,Financial Advisor,Edward Jones Bedford Hills NY 23 Depot Plz,neil.gargiulo@edwardjones.com,,Salesforce
9571773,,Fifield Whitman,,,fwhitman@johnlockecap.com,,List import
10797336,Inactive Investor,Gianni Giordano,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Alexandria VA 333 John Carlyle St,gianni.giordano@morganstanley.com,,Salesforce
10804284,Inactive Investor,James Epifano,,"SunStreet Securities, LLC Englewood FL 1451 Lemon Bay Dr",jepifano@sunstreetsecurities.com,,Salesforce
9591863,,King NSN,,,itzkingdavido@gmail.com,,List import
9550789,,Jay Sheth,,,j.sheth@amlp.com,,List import
10989675,Inactive Investor,Sidney Kabah,Relationship Banker,"Wells Fargo Clearing Services, LLC Grand Forks ND 2610 S Columbia Rd",,,Salesforce
10854105,Inactive Investor,Michael Palermo,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11254455,Inactive Investor,David Peck,,Cetera Advisor Networks LLC Grove City PA 4 Village Park Dr,,,Salesforce
11003317,Inactive Investor,Ronald Kutruff,,State Farm VP Management Corp. Jacksonville FL 14158 Marsh Woods Ct,,,Salesforce
10773439,Inactive Investor,Steve Hahn,Financial Advisor;Senior Vice President,Citigroup Global Markets Inc. Cerritos CA 410 Los Cerritos Mall,steve.s.hahn@citigroup.com,,Salesforce
236879,, -,,[[Unknown]],keywealth1214@yahoo.com,,Organic Search
11053935,Inactive Investor,Arthur Tuttle,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Greenwich CT 1 Fawcett Pl,arthur.w.tuttle@morganstanley.com,,Salesforce
11148571,Inactive Investor,Eric Stuart,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",eric.m.stuart@wellsfargo.com,,Salesforce
9606824,,Samuel Clay,,,samuelclay50@gmail.com,,List import
9549402,,Alexander Cross,,,alexander.cross@mutualsecurities.com,,List import
9596445,,Daniel Nestlerode,,,dnestlerode@nestlerode.com,,List import
11134403,Inactive Investor,Craig Scholtes,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Zionsville IN 1414 W Oak St,craig.a.scholtes@jpmorgan.com,,Salesforce
11020550,Inactive Investor,Jeffrey Sinder,Chief Compliance Officer;Principal,AVK Partners,,,Salesforce
10956676,Inactive Investor,Leon Daniels,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",leon.daniels@tiaa.org,,Salesforce
11064417,Inactive Investor,Andrew Broughman,Financial Advisor,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
11053340,Inactive Investor,Deborah Christopher,Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 4 Atrium Dr",deborah.christopher@ampf.com,,Salesforce
9612378,,Erica Wiggins,,,ewiggins@clearperspectiveadvisors.com,,List import
11046356,Inactive Investor,James Mullins,Chief Compliance Officer;Chief Investment Officer;Director;President,Carlson Investments,,,Salesforce
10845463,Inactive Investor,Tatyana Kravtsova,,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",tatyana.kravtsova@wellsfargoadvisors.com,,Salesforce
11083929,Inactive Investor,John Barker,Financial Advisor;Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",johnbarker@financialguide.com,,Salesforce
11119777,Inactive Investor,Guy Nagahama,,"Samuel A. Ramirez & Company, Inc. Boston MA 100 Cambridge St",,,Salesforce
9602611,,John Radtke,,,jonrdtke@gmail.com,,List import
11052299,Inactive Investor,Timothy McParland,,"Principal Securities, Inc. Melville NY 48 S Service Rd",mcparland.tim@principal.com,,Salesforce
10596234,,Mike Wilburn,Owner,"J. Michael Wilburn, CFP",jmw5161@gmail.com,3188687699,Web Form Fillout
3945551,,Okorie Ifeoma Joy,,,okorieifeomajoy19@gmail.com,,Web Form Fillout
11237060,Inactive Investor,Luke Kulma,Advisor,"HoyleCohen, LLC Santa Monica CA 2120 Colorado Ave",,,Salesforce
10951470,Inactive Investor,Robert Waters,Financial Planner;Private Wealth Advisor,"Osaic FA, Inc. Richmond VA 6641 W Broad St",logan.waters@lfg.com,,Salesforce
11044041,Inactive Investor,Joshua Standeven,Chief Compliance Officer;Operations Manager,"Selective Wealth Management, Inc.",jstandeven@selectivewm.com,,Salesforce
11161219,Inactive Investor,Linda Hill,,PFS Investments Inc. Lancaster PA 440 Running Pump Rd,linda.hill@primerica.com,,Salesforce
10783747,Inactive Investor,Rachel Schwarz,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,rachel.schwarz@ubs.com,,Salesforce
145674,,Harry Heise,,[Unknown],harryheise@yahoo.com,,
6223261,,Arlie N Smith,,,dosepo2512@webonoid.com,,Web Form Fillout
10956631,Inactive Investor,Deric Milligan,Financial Advisor,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",deric.milligan@raymondjames.com,,Salesforce
11110540,Inactive Investor,Jeffery Carloni,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",jeffrey.carloni@rbc.com,,Salesforce
183406,,Andrew Geroge,,[Unknown],q7dtbt1000m@gmail.com,,
10771672,Inactive Investor,Laura Forlines,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",laura_forlines@ml.com,,Salesforce
88601,,Jennifer English,Chief Compliance Officer,Act Advisors,jennifer.english@lpl.com,828-398-2802,Manual List Upload
10800500,Inactive Investor,Daniel Clark,Financial Advisor,"Ameriprise Financial Services, LLC Naples FL Private Residence",daniel.r.clark@ampf.com,,Salesforce
11136575,Inactive Investor,Judith Battaglia,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Management Director,Morgan Stanley,judith.battaglia@morganstanley.com,,Salesforce
147656,,Kyle Crump,,[Unknown],crump_kyle@yahoo.com,,Paid Social
11042246,Inactive Investor,Thomas Burrell,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10985070,Inactive Investor,Natalie Baziotis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,natalie_baziotis@vanguard.com,,Salesforce
10615249,,Arlene Scozzaro,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President - Wealth Management",,arlene.scozzaro@morganstanley.com,,List Import
10973411,Inactive Investor,Richard Middleton,Financial Advisor;Investment Advisor;Investment Advisor Representative,Financial Enhancement Group Rohnert Park CA 6050 Commerce Blvd,rmiddleton@yourlifeafterwork.com,,Salesforce
10754298,Inactive Investor,Eileen Stenhoff,,Morgan Stanley Kirkland WA 4000 Carillon Pt,eileen.stenhoff@morganstanley.com,,Salesforce
10898771,Inactive Investor,Brad Wittusen,,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",brad.wittusen@raymondjames.com,,Salesforce
9576436,,Fresno Limited,,,mikhail2005@gmail.com,,List import
10765054,Inactive Investor,George McGuire,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",george.mcguire@nm.com,,Salesforce
10833019,Inactive Investor,Benjamin Searer,Client Service Associate,LPL Financial LLC Scottsdale AZ 11120 E Mission Ln,benjamin.searer@lpl.com,,Salesforce
10867349,Inactive Investor,Nancy Long,Associate Financial Advisor,Edward Jones South Boston VA 541 N Main St,nancy.long@edwardjones.com,,Salesforce
332843,,Darol Ryan,Managing Partner,Main Management,ryan@mainmgt.com,,
11107525,Inactive Investor,Stephen Shelvey,Advisor,"Trajan Wealth, L.L.C. Frisco TX 5285 Dallas Pkwy",,,Salesforce
11034319,Inactive Investor,Ryan Weigle,,LPL Financial LLC Palmyra PA 1048 E Main St,ryan.weigle@lpl.com,,Salesforce
9633475,,Damien Cousens,,,damiencousens@hotmail.com,,List import
9553052,,Roland Shafer,,,accustrike@gmail.com,,List import
9639679,,Jeff Seibel,,,jeff.seibel@morganstanley.com,,List import
10488115,,John Howard,"Chief Compliance Officer, Chief Executive Officer","Carrollton Mineral Partners GP, LP",jrh@carres.com,,List Import
11129053,Inactive Investor,Christopher Beverage,Financial Advisor,Edward Jones Waynesboro VA 100 Community Dr,chris.beverage@edwardjones.com,,Salesforce
9638300,,Loesje Myron,,,myron@instituutgak.nl,,List import
10891977,Inactive Investor,Leah Lezanic,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",leah.e.lezanic@ml.com,,Salesforce
11080907,Inactive Investor,Harsh Mehra,Investment Advisor Representative,Commonwealth Financial Network Atlanta GA 3630 Peachtree Rd NE,hmehra@commonwealth.com,,Salesforce
10982732,Inactive Investor,Xinyue Li,,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",xinyue.li@tfaconnect.com,,Salesforce
11123021,Inactive Investor,Pitts Gaskins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",randy.gaskins@schwab.com,,Salesforce
10853861,Inactive Investor,Tracey Collins,,"Truist Investment Services, Inc. Charlottesville VA 1425 Seminole Trl",tracey.collins@truist.com,,Salesforce
343684,,Roberto Avila,Vice President,Sageview Capital Lp,roberto@sageviewcapital.com,203-625-4200,Manual List Upload
10938988,Inactive Investor,Sidharth Thakur,,Citigroup Global Markets Inc.,,,Salesforce
10888535,Inactive Investor,Timothy Faughnan,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
10856887,Inactive Investor,David Rindal,Financial Advisor,LPL Financial LLC Euless TX 3001 State Hwy 121,david.rindal@lpl.com,,Salesforce
11162953,Inactive Investor,Charles Stoner,Senior Vice President - Wealth Management,Morgan Stanley Cornelius NC 17505 W Catawba Ave,charles.stoner@morganstanley.com,,Salesforce
11213327,Inactive Investor,Thomas Reeder,,"Coordinated Capital Securities, Inc. Canfield OH Private Residence",,,Salesforce
42744,,Lisa Gallagher,,"Securities America Advisors, Inc.",lisa.gallagher@securitiesamerica.com,,
9568221,,Rachel Burks,,,rachelburks@financialguide.com,,List import
10830254,Inactive Investor,Holly Mallory,Chief Compliance Officer,"Wela Strategies, Inc.",,,Salesforce
11122831,Inactive Investor,Danielle Payne,Financial Advisor,LPL Financial LLC Babylon NY 180 W Main St,danielle.payne@lpl.com,,Salesforce
345559,,Mark Hauser,"Partner, member","Hpe Capital Management Ii, Llc",mhauser@hauserprivateequity.com,513-745-9200,Manual List Upload
10859726,Inactive Investor,Gary Myles,,PFS Investments Inc. Waco TX 4800 W Waco Dr,gary.myles@primerica.com,,Salesforce
9575590,,terry -,,,tv@paiss.co.uk,,List import
11045778,Inactive Investor,Gena Gooding,Client Specialist,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,ggooding@rwbaird.com,,Salesforce
240441,,Cristian Ionescu,,[Unknown],cri.ione@gmail.com,,Direct
11234400,Inactive Investor,Justin Defina,,Leerink Partners LLC,,,Salesforce
10863782,Inactive Investor,Jamie Bressler,Financial Advisor,PNC Investments Reynoldsburg OH 8079 E Broad St,jamie.bressler@pnc.com,,Salesforce
11087080,Inactive Investor,Arreyl Wilson,,"Bankers Life Securities, Inc. Grand Rapids MI 3350 Eagle Park Dr NE",arreyl.wilson@bankerslife.com,,Salesforce
11075128,Inactive Investor,Jiten Patel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jiten.patel@ml.com,,Salesforce
83323,,Cris Moore,Wealth Advisor,Thrivent Investment Management Inc.,cris.moore@thrivent.com,715-472-8107,
10981619,Inactive Investor,Jared Brill,,J.P. Morgan Securities LLC Willoughby OH 4850 Robinhood Dr,jared.brill@jpmorgan.com,,Salesforce
9607842,,Paul Weisman,,,paulw11657@aol.com,,List import
10921438,Inactive Investor,Andrea Ortiz,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,andrea.loretto@primerica.com,,Salesforce
10990394,Inactive Investor,Robert Albrecht,Limited Partner;Shareholder,Toce Financial Group Lafayette LA 969 Coolidge Blvd,,,Salesforce
10974656,Inactive Investor,Pablo Luna Martinez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9597364,,David Abbs,,,dabbs@carsoninstitutional.com,,List import
11139302,Inactive Investor,Suzanne Difrancesco,,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",suzanne.difrancesco@raymondjames.com,,Salesforce
11158788,Inactive Investor,David Sailor,Financial Advisor,Edward Jones Londonderry NH 25 Nashua Rd,david.sailor@edwardjones.com,,Salesforce
11078870,Inactive Investor,Cody Merrill,,"Horace Mann Investors, Inc. Presque Isle ME 34 North St",cody.merrill@horacemann.com,,Salesforce
11123379,Inactive Investor,Lydia Drabik,,Vanguard Marketing Corporation,lydia_drabik@vanguard.com,,Salesforce
11083942,Inactive Investor,Melinda Leishman,,Emerson Equity LLC,mleishman@emersonequity.com,,Salesforce
9624749,,Pamela Sams,,,pamela@jacksonsams.com,,List import
10959870,Inactive Investor,Tally Zand,,IDB Capital Corp.,,,Salesforce
11135620,Inactive Investor,Edwin Aldana,,PFS Investments Inc. Hollywood FL 11820 Miramar Pkwy,ealdana.brs99@primerica.com,,Salesforce
9597976,,Katie Mcmahon,,,katie@heronbridge.com,,List import
11030312,Inactive Investor,Michael Canfield,Financial Advisor,Commonwealth Financial Network Westborough MA 3 Oak St,mcanfield@commonwealth.com,,Salesforce
10970998,Inactive Investor,Garrett Tolley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,garrett.tolley@fmr.com,,Salesforce
11058058,Inactive Investor,Lin Murphy,,Morgan Stanley San Diego CA 16644 W Bernardo Dr,lin.murphy@morganstanley.com,,Salesforce
3384851,,John M Williamson,,,williamsonjohn7@gmail.com,,Web Form Fillout
11129325,Inactive Investor,Peter Birmingham,Director,Morgan Stanley Waukesha WI 20975 Swenson Dr,peter.birmingham@morganstanley.com,,Salesforce
10935324,Inactive Investor,Lisa Werner,,"Cambridge Investment Research, Inc. Neenah WI 109 E Bell St",,,Salesforce
11022007,Inactive Investor,Carminna Zarate,,J.P. Morgan Securities LLC Houston TX 2900 Woodridge Dr,carminna.zarate@jpmorgan.com,,Salesforce
5790220,,Ian Patrick Friedrich,,,ianpatrickfriedrich@live.com,,Web Form Fillout
9623300,,? ?,,,liulu412321@gmail.com,,List import
11193506,Inactive Investor,Amanda Millen,,UBS Financial Services Inc. Mount Pleasant SC 941 Houston Northcutt Blvd,amanda.millen@ubs.com,,Salesforce
350283,,Delia Roges,"Regional Head, Us Institutional Sales Managing Director","Invesco Private Capital, Inc.",delia.roges@invesco.com,212-826-1100,Manual List Upload
7823039,,Alice Kim,,,qweasdzxc1597532023@outlook.com,,Web Form Fillout
9603701,,Stacci Lawson,,,staccilache@gmail.com,,List import
10756859,Inactive Investor,Kevin Vanhaaster,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",kevin.vanhaaster@wellsfargoadvisors.com,,Salesforce
9636162,,Glenn Harrison,,,gharrison@praesidian.com,,List import
11232873,Inactive Investor,Mario Di Stefano,Associate;Premier Banker,"Wells Fargo Clearing Services, LLC Sebastian FL 1524 US Hwy 1",mario.distefano@wellsfargo.com,,Salesforce
11171098,Inactive Investor,Bruce Prindle,,PFS Investments Inc. Hamden CT 105 Sanford St,bruce.prindle@primerica.com,,Salesforce
10789090,Inactive Investor,Douglas Myers,Financial Advisor,Edward Jones Des Moines WA 22211 Marine View Dr S,doug.myers@edwardjones.com,,Salesforce
11212464,Inactive Investor,Jorge Valencia,,J.P. Morgan Securities LLC New York NY 410 Park Ave,jorge.a.valencia@jpmorgan.com,,Salesforce
10984856,Inactive Investor,William Hayden,,J.P. Morgan Securities LLC Louisville KY 8141 Bardstown Rd,william.hayden@jpmorgan.com,,Salesforce
10917504,Inactive Investor,Justin Arnold,Private Wealth Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",justin.arnold@ml.com,,Salesforce
11083601,Inactive Investor,Christopher Lapiana,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,cmlapiana@ft.newyorklife.com,,Salesforce
10921731,Inactive Investor,Elizabeth Hodson,,Fidelity Brokerage Services LLC,ellie.hodson@fmr.com,,Salesforce
10942832,Inactive Investor,Mahabaduge Jayasuriya,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",rohitha.jayasuriya@ampf.com,,Salesforce
3321857,,Bruce Peck,,,peckrfc@gmail.com,,Web Form Fillout
10999488,Inactive Investor,Matthew Partin,,"Allstate Financial Services, LLC Birmingham AL 2008 Old Montgomery Hwy",matthewpartin@allstate.com,,Salesforce
9560684,,Mitchell Marshall Marshall,,,gqmm62@gmail.com,,List import
228942,, -,,[[Unknown]],mittulsheth@gmail.com,,
10897235,Inactive Investor,James Hotchkiss,Financial Advisor,LPL Financial LLC Broadway VA Private Residence,bo.hotchkiss@lpl.com,,Salesforce
10838104,Inactive Investor,Victoria Sorrell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",vicki.sorrell@ml.com,,Salesforce
10825851,Inactive Investor,Frank Wheeler,,"First Command Brokerage Services, Inc. Woodbridge VA 13625 Office Pl",fewheeler@firstcommand.com,,Salesforce
10878742,Inactive Investor,Domenic Valluzzi,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,domenic.valluzzi@fidelity.com,,Salesforce
11125215,Inactive Investor,Tyler Clark,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9605833,,Olav Vetterstad,,,olav.vetterstad@gmail.com,,List import
9622614,,Domenic Sfreddo,,,nicktwn525@gmail.com,,List import
11090417,Inactive Investor,Katherine Reed,Chief Compliance Officer;Operations Manager,"Enza Financial, LLC",kreed@enzafinancial.com,,Salesforce
11165553,Inactive Investor,Sarah-Jane Velasquez,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",sarah.jane.velasquez@wellsfargoadvisors.com,,Salesforce
11066791,Inactive Investor,Paul Rold,Regulatory Contact,Cedrus LLC,prold@cedrusfinancial.com,,Salesforce
10969345,Inactive Investor,Jonathan Heppner,,"First Command Brokerage Services, Inc. Lakewood WA 8820 59th Ave SW",,,Salesforce
10934312,Inactive Investor,Terry Light,,"Equitable Advisors, LLC Lewisburg PA 112 Market St",terry.light@equitable.com,,Salesforce
11219513,,Lawrence Herold,,,larryh@heroldlantern.com,,Other
11182489,Inactive Investor,Christopher Brostrom,Financial Professional,LPL Financial LLC Lincoln NE 8540 Executive Woods Dr,christopher.brostrom@lpl.com,,Salesforce
10903681,Inactive Investor,Chris Brady,Chief Executive Officer;Founder;Managing Member,"BLVD Private Wealth, LLC",cbrady@blvdpw.com,,Salesforce
9555939,,Alden Mergenthal,,,alden@elwoodgoetz.com,,List import
10881960,Inactive Investor,Jude Johnston,Financial Advisor,Edward Jones Rayville LA 403 Spencer St,jude.johnston@edwardjones.com,,Salesforce
11078809,Inactive Investor,Aaron Francis,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,aaron.francis@fidelity.com,,Salesforce
10616191,,Barbara Franks,,,barb.franks@edwardjones.com,,List Import
10968571,Inactive Investor,Joseph Ridinger,Chief Compliance Officer;Financial Advisor;Member,"Ridinger Wealth Management, LLC",joseph@ridingerwm.com,,Salesforce
11087715,Inactive Investor,Mason Gasbarre,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",mason.gasbarre@prudential.com,,Salesforce
174585,,Bryan Blevins,,[Unknown],qmed_98@yahoo.com,,
11197793,Inactive Investor,Theodore Spinardi,Chief Compliance Officer;Founder;Senior Managing Director,"Summit Wealth Group, LLC",ted@summitwealth.net,,Salesforce
10921179,Inactive Investor,Jeffrey Campbell,Financial Advisor,LPL Financial LLC Englewood CO 66 Inverness Ln E,jeffrey.campbell@lpl.com,,Salesforce
11062557,Inactive Investor,Jill Mostek,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,jill.mostek.jvll@statefarm.com,,Salesforce
11180388,Inactive Investor,Charles O'Quinn,Financial Advisor,Edward Jones Chelsea MI 1100 S Main St,michael.oquinn@edwardjones.com,,Salesforce
9643621,,Joel McKenzie,,,jomkzjc@gmail.com,,List import
11187944,Inactive Investor,Brennan Mccullough,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11059435,Inactive Investor,Aaron Parrish,Chief Compliance Officer;President,Level Wealth Management LLC,aaron@levelwm.com,,Salesforce
11029240,Inactive Investor,Scott Butterfield,Board Member;Chief Client Service Officer,LNW,sbutterfield@lnwadvisors.com,,Salesforce
10984104,Inactive Investor,Elizabeth Darling,Senior Client Advisor,Levatus LLC,ldarling@levatuswealth.com,,Salesforce
11137974,Inactive Investor,Mark Pearce,Vice President - Investments,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",,,Salesforce
9636361,,Jeff Himawan,,,paloalto@ewhv.com,,List import
9556568,,Camila Moulin,,,oliveira.camila@principal.com,,List import
9632592,,Ashi Varia,,,avaria@p2capital.com,,List import
9597238,,Warren Lawson,,,wlawson95@comcast.net,,List import
221153,,Brandon Tio,,[Unknown],bdtio79@gmail.com,,
9628492,,Vart Basmadjian,,,vartouhi@roadrunner.com,,List import
241137,Inactive Investor,Timothyq Wasgatt,,NEPC,twasgatt@nepc.com,(617) 374-1300,Database Upload
10646234,,Kyle Zeller,,,kyle.zeller@morganstanley.com,,List Import
341442,,Simon Davies,"Chief Investment Officer, Founder",Sand Grove Capital Management Llp,simon@sandgrovecapital.com,442-037-708610,Manual List Upload
10892002,Inactive Investor,Michael Dipenta,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",michael.dipenta@tiaa.org,,Salesforce
9861009,,BOKYANGANA RICHARD,,,bokyangana@gmail.com,,Web Form Fillout
11077498,Inactive Investor,Jackson Ingram,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10432755,,Pin Xu,,,pinxu@live.cn,,Web Form Fillout
343776,,Vinod Paidipalli,,"Lubert-adler Management Company, L.p.",vpaidipalli@lubertadler.com,215-972-2200,Manual List Upload
11088052,Inactive Investor,James Dvorak,Financial Advisor,Edward Jones Kahului HI 153 Maa St,james.dvorak@edwardjones.com,,Salesforce
223374,,Jeff Parker,Partner,Eisner Advisory Group LLC,jeffrey.parker@eisneramper.com,,
11066813,Inactive Investor,Russell Sanderson,Chairman;Chief Information Officer;Chief Investment Officer,Hanseatic Management Services Inc,russ@hanseaticgroup.com,,Salesforce
10780545,Inactive Investor,Kelli Springer,,Oppenheimer & Co. Inc. Kansas City MO 4717 Grand Ave,kelli.springer@opco.com,,Salesforce
11017087,Inactive Investor,Jackson Austin,,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",jackson.austin@equitable.com,,Salesforce
10882395,Inactive Investor,Robert Kaspar,Partner,Corient Austin TX Private Residence,bob.kaspar@corient.com,,Salesforce
10940274,Inactive Investor,Daniel Hall,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pinellas Park FL 5100 Park Blvd N",,,Salesforce
11188554,Inactive Investor,Scott McKee,Financial Advisor,Edward Jones Bellefonte PA 125 N Allegheny St,scott.mckee@edwardjones.com,,Salesforce
11203084,Inactive Investor,Nicholas Hoffman,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,"Nicholas Hoffman & Company, LLC",nhoffman@nhoffmanandco.com,,Salesforce
10924168,Inactive Investor,Jonathan Grundman,Chief Investment Officer,"Adaptive Financial Consulting, LLC San Diego CA 13236 Haxton Pl",jgrundman@adaptivefc.com,,Salesforce
11178872,Inactive Investor,Megan Kirchner,Financial Advisor,Edward Jones Harvard IL 100 S Ayer St,megan.kirchner@edwardjones.com,,Salesforce
11015384,Inactive Investor,Zachary Miller,,"Bankers Life Securities, Inc. Okemos MI 2149 Jolly Rd",zachary.miller@bankerslife.com,,Salesforce
11221407,,John Warren,,,jwarren@faralloncapital.com,,List import
10766908,Inactive Investor,Matthew LaCasse,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",matthew.lacasse@ml.com,,Salesforce
10757456,Inactive Investor,Sherri Fuhrman,,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,sherri.fuhrman@morganstanley.com,,Salesforce
10832485,Inactive Investor,Daniel Mulheran,Chief Compliance Officer;President,Abbey Street,dmulheran@abbeystreet.com,,Salesforce
11106163,Inactive Investor,Charles Potter,Managing Member,Simple Wealth LLC,chuck50@thesimplewealthsolution.com,,Salesforce
10612327,,Steven Keane,Financial Advisor,,steve.keane@prudential.com,,List Import
10790222,Inactive Investor,Ryan Sanders,Financial Advisor,Edward Jones Colleyville TX 4109 Brown Trl,ryan.sanders@edwardjones.com,,Salesforce
9601961,,Jhon Erlon Cocjin,,,erlonmayan08@gmail.com,,List import
10952439,Inactive Investor,Eduardo Lemus Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 5851 Balboa Ave",,,Salesforce
10975634,Inactive Investor,Alexander Fowler,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Bellaire TX 5104 Bellaire Blvd,alexander.fowler@jpmorgan.com,,Salesforce
10985760,Inactive Investor,Michael Desimone,,"Charles Schwab & Co., Inc. Huntington Station NY 50 W Jericho Tpke",,,Salesforce
10817872,Inactive Investor,Nick Magone,,"World Investments, Inc. Parsippany NJ 4 Century Dr",,,Salesforce
10915099,Inactive Investor,Alexander Bullock,Financial Advisor,Edward Jones Mount Vernon OH 124 S Main St,alex.bullock@edwardjones.com,,Salesforce
9614883,,Daniel Mu,,,dmu1313@gmail.com,,List import
11062529,Inactive Investor,Penelope Bell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11125368,Inactive Investor,Ryan Obst,,LPL Financial LLC Clifton Park NY 306A Grooms Rd,ryan.obst@lpl.com,,Salesforce
11098284,Inactive Investor,Sally Conneway,,PFS Investments Inc. Dothan AL 2266 Montgomery Hwy,sally.conneway@primerica.com,,Salesforce
10934084,Inactive Investor,Erika Kurachi,,Evercore Group L.L.C.,,,Salesforce
9582510,,John Fox,,,j.fox@fi.com,,List import
11133182,Inactive Investor,David Voysey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",david_voysey@ml.com,,Salesforce
11093291,Inactive Investor,Michael Brown,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,mbrown.mckg4@primerica.com,,Salesforce
237140,, -,,[[Unknown]],livinggospel4@gmail.com,,
232216,, -,,[[Unknown]],kdh7308@icloud.com,,
11175395,Inactive Investor,John Zammiello,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 488 Freedom Plains Rd",john.zammiello@nm.com,,Salesforce
11041791,Inactive Investor,Tyler Stewart,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",tyler.stewart@bernstein.com,,Salesforce
10829219,Inactive Investor,James Laprade,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,wilson.laprade@jpmorgan.com,,Salesforce
10769763,Inactive Investor,Cynthia Wheeler,,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
8416511,,Edward Arich,,,tedarich@gmail.com,,Web Form Fillout
10612857,,Sebastian Bulfamante,Financial Advisor,,s.bulfamante@lpl.com,,List Import
10895275,Inactive Investor,Anne Topping,,"Osaic Wealth, Inc. Rossville GA Private Residence",,,Salesforce
11131188,Inactive Investor,David Le,,"Transamerica Financial Advisors, Inc Plano TX 1255 W 15th St",david.le@tfaconnect.com,,Salesforce
11208791,Inactive Investor,Joseph Giambrone,Financial Advisor;Managing Member,"JPG Wealth Management, LLC",,,Salesforce
10937837,Inactive Investor,Patrick Rich,Financial Advisor,Edward Jones Hartford WI 110 N Pike Lake Dr,patrick.rich@edwardjones.com,,Salesforce
9575931,,andrea padovani,,,padovani.andrea89@gmail.com,,List import
10794607,Inactive Investor,Jose Rosado,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",jose.rosado@53.com,,Salesforce
10794873,Inactive Investor,Brandon Tatum,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brandon.tatum@fidelity.com,,Salesforce
10752495,Inactive Investor,Karin Kahlbaugh,,Cetera Advisor Networks LLC Mechanicsburg PA 5 Kacey Ct,kahlbaughk@ceteranetworks.com,,Salesforce
9570964,,Lawrence Feder,,,lawrence.feder@pnc.com,,List import
10988209,Inactive Investor,Wesley Alexander,,"Allstate Financial Services, LLC Arlington TX 4300 SW Green Oak Blvd",,,Salesforce
10892875,Inactive Investor,Michael Mortenson,Executive Vice President;Senior Financial Advisor,Keystone Private Wealth,michael@cypressprivate.com,,Salesforce
10818670,Inactive Investor,Eric Tang,,"Allstate Financial Services, LLC Greensboro NC 3816 N Elm St",eric.tang@allstate.com,,Salesforce
11056471,Inactive Investor,Christopher Mayo,,"Transamerica Financial Advisors, Inc Cullman AL 214 2nd Ave SE",christopher.mayo@transamerica.com,,Salesforce
11027529,Inactive Investor,Hunter Herschell,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10822656,Inactive Investor,William Bauer,,PFS Investments Inc. Pomona CA 3503 W Temple Ave,william.bauer@primerica.com,,Salesforce
11165761,Inactive Investor,Karen Lam,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",karen.lam@wellsfargoadvisors.com,,Salesforce
11102559,Inactive Investor,Keith Dupree,,Fidelity Brokerage Services LLC,,,Salesforce
11072773,Inactive Investor,Dalia Nusser,,"Wells Fargo Clearing Services, LLC Anaheim CA 2350 W Lincoln Ave",,,Salesforce
10875139,Inactive Investor,David Wright,Investment Manager;Wealth Advisor,LPL Financial LLC Salem OR 1124 Cornucopia St NW,,,Salesforce
10893092,Inactive Investor,Erik Naslund,,Cetera Investment Services LLC Bellevue WA 10500 NE 8th St,erik.naslund@ceterais.com,,Salesforce
202501,,Michael Ho,,[Unknown],michaelho@gmail.com,,Paid Social
11070326,Inactive Investor,Alessandro Chiade Merjam,Managing Director,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
9618382,,Austin Mansur,,,amansur@mansurco.com,,List import
10842970,Inactive Investor,Stephen Frederick,Financial Advisor,Edward Jones Marietta GA 140 Vann St NE,steve.frederick@edwardjones.com,,Salesforce
10873001,Inactive Investor,Craig Feld,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",craig.feld@nm.com,,Salesforce
10606764,,Belinda Tsui,Wealth Manager,Heller Wealth Management,belindatsui@yahoo.com,631-293-2806,
9579756,,Esam Saidmuratov,,,esam@flatrockglobal.com,,List import
10847121,Inactive Investor,Carl Serafino,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",carl.serafino@nm.com,,Salesforce
10881978,Inactive Investor,Andrew Hoffman,Financial Advisor,Edward Jones Trinidad CO 134 W Main St,andrew.hoffman@edwardjones.com,,Salesforce
22904,,Kenneth Chang,Portfolio Manager,"Alyeska Investment Group, L.P.",ken.chang@alyeskagroup.com,1-312-899-7932,Database Upload
10817019,Inactive Investor,Welton Smith,,"Capital Investment Group, Inc. Easley SC 157 Old Market Sq",,,Salesforce
10817778,Inactive Investor,Yuk-Fong Tsang,,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,yukfong.tsang@primerica.com,,Salesforce
11003249,Inactive Investor,Ashley See,,State Farm VP Management Corp. Marshall VA 8358 W Main St,ashley.see.rig7@statefarm.com,,Salesforce
41119,,Jeffrey Gitterman,Co-founding Partner,"Gitterman Wealth Management, Llc",jgitterman@gittermanwealth.com,848-248-4864,Manual List Upload
9550042,,Angelyn Russell,,,angelyn.russell@wfadvisors.com,,List import
10922612,Inactive Investor,Chandler Smith,Client Service Associate;Financial Analyst,Four Financial Management,chandler.smith@fourfinancial.com,,Salesforce
9643697,,hongchang ren,,,707854580@qq.com,,List import
11068834,Inactive Investor,John Walter,Financial Advisor,Edward Jones Pittsburgh PA 105 Freeport Rd,john.walter@edwardjones.com,,Salesforce
11229910,Inactive Investor,Paulette Guajardo,,NYLIFE Securities LLC Corpus Christi TX 5350 S Staples St,,,Salesforce
10831602,Inactive Investor,Eldeen Sylvester,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10841147,Inactive Investor,Jasmine Butler,Financial Advisor,Edward Jones Tampa FL 1121 Marbella Plaza Dr,jasmine.butler@edwardjones.com,,Salesforce
10787685,Inactive Investor,Earl Wright,Financial Advisor,Edward Jones Brandenburg KY 425 Broadway St,earl.wright@edwardjones.com,,Salesforce
10618193,,Jason Gena,,,jason.gena@thrivent.com,,List Import
9599201,,Dana Norton,,,hoplitewarrior@hotmail.com,,List import
10980018,Inactive Investor,Bruce Abrams,Financial Advisor,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,bruce.abrams@thrivent.com,,Salesforce
11069232,Inactive Investor,Larry Jenkins,,"CreativeOne Securities, LLC Ewing NJ Private Residence",ljenkins@c1s.net,,Salesforce
10695992,,Gregory Aroneo,,Carapace Financial Advisors,garoneo@carapacefinancial.com,,List Import
11124576,Inactive Investor,Todd Freeman,,"Cambridge Investment Research, Inc. Belmont CA 1601 El Camino Real",,,Salesforce
9622434,,Naveen M,,,navinmalyam55@gmail.com,,List import
9622594,,Emilio Arevalo,,,emilioarevaloguevara@gmail.com,,List import
11181731,Inactive Investor,Patricia Zepeda,Portfolio Associate,Morgan Stanley Woodland Hills CA 21650 Oxnard St,patricia.zepeda@morganstanley.com,,Salesforce
10892138,Inactive Investor,Jose Barraza,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
10807141,Inactive Investor,Jordan Peterson,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jordan.denter@fidelity.com,,Salesforce
10846927,Inactive Investor,Margaret Youch,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",margaret.youch@ampf.com,,Salesforce
10657409,,Wayne Ford,,,wayne.ford@primerica.com,,List Import
10875613,Inactive Investor,Eric Hasselberger,,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",eric.1.hasselberger@ampf.com,,Salesforce
10780514,Inactive Investor,Cynthia Young,,"Wells Fargo Clearing Services, LLC Augusta GA 1 10th St",cynthia.young1@wellsfargo.com,,Salesforce
11003777,Inactive Investor,Quentin Lazaro,,LPL Financial LLC Lincoln NE 3201 Pioneers Blvd,quentin.lazaro@lpl.com,,Salesforce
10770949,Inactive Investor,Garth Wallace,,J.P. Morgan Securities LLC Rancho Santa Margarita CA 22391 Antonio Pkwy,garth.a.wallace@jpmorgan.com,,Salesforce
11217104,,Joseph Monk,,,josephmonk@statefarm.com,,Other
10866015,Inactive Investor,Laurence Santagata,,"Avantax Investment Services, Inc. Cleveland OH 6690 Beta Dr",,,Salesforce
11098277,Inactive Investor,Holly Ruckel,,Cetera Advisor Networks LLC Austin TX 1601 S Mopac Expy,,,Salesforce
10846021,Inactive Investor,Allison Mahoney,Managing Director,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,allison.mahoney@us.hsbc.com,,Salesforce
11160989,Inactive Investor,Asia Pimentel,,NYLIFE Securities LLC New York NY 420 Lexington Ave,apimentel01@ft.newyorklife.com,,Salesforce
10953595,Inactive Investor,Adam Gilbert,Financial Advisor,Edward Jones Cheraw SC 224 Market St,adam.gilbert@edwardjones.com,,Salesforce
221334,,Daryl g,,[Unknown],planforcash@gmail.com,,Direct
11201435,Inactive Investor,Kristin Stagemeyer,,"Avantax Investment Services, Inc. Mc Cook NE 801 W C St",,,Salesforce
10820709,Inactive Investor,Thomas Bush,,Lazard Asset Management Securities LLC,thomas.bush@lazard.com,,Salesforce
11158117,Inactive Investor,Michael Brady,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC Lake Forest IL 300 E Illinois Rd,michael.j.brady@jpmorgan.com,,Salesforce
11109362,Inactive Investor,Scott Beckley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",scott_beckley@ml.com,,Salesforce
10799642,Inactive Investor,Laura Strosnider,Financial Advisor,Morgan Stanley Baltimore MD 1201 Wills St,laura.strosnider@morganstanley.com,,Salesforce
11028730,Inactive Investor,Tara Luther,,Money Concepts Capital Corp Farmington MO 206 Hyler Dr,,,Salesforce
11070048,Inactive Investor,Allison Graham,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,allison.graham@jpmorgan.com,,Salesforce
9645627,,Charles Chastain,,,crchas@outlook.com,,List import
11060150,Inactive Investor,Brent Jesko,Director - Equities;Principal;Senior Portfolio Manager,"Reinhart Partners, LLC Mequon WI 1500 W Market St",bjesko@reinhart-partnersinc.com,,Salesforce
10818183,Inactive Investor,Timothy Batten,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,timothy.batten@jpmorgan.com,,Salesforce
10948869,Inactive Investor,Trung Le,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Los Angeles CA 7151 W Manchester Ave,trung.le@chase.com,,Salesforce
10757574,Inactive Investor,Lane Gans,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 2805 Dodd Rd",lane.c.gans@ampf.com,,Salesforce
11017242,Inactive Investor,Robert West,Chief Compliance Officer;Managing Member,"Midwest Financial Management, LLC",,,Salesforce
11012802,Inactive Investor,Sara Pinder,,Lincoln Investment Cobleskill NY 2668 State Rte 7,spinder@lincolninvestment.com,,Salesforce
9544191,,Denis Ryan,,,denisryan@interwealthmanagement.com,,List import
371423,,Robert Farrar,,H7MN6T,bobfarrar@aol.com,9737442865 (fax),Salesforce
10811104,Inactive Investor,Jeff Cullman,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,jeffrey.cullman@ubs.com,,Salesforce
9544426,,John Adamovich,,,johnnyadamovich@gmail.com,,List import
11069509,Inactive Investor,Timothy Eckman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",timothy.eckman@ml.com,,Salesforce
9568495,,Bob Schafer,,,rschafer1@goeaston.net,,List import
1006012,Inactive Investor,Mark Kennedy,,Wake Asset Management,mark.kennedy@wakeam.com,,3rd Party Lead Gen
374362,,Alex Baudoin,"Director, Global Macro & Tactical Strategies",Titan Advisors,,,Salesforce
11009740,Inactive Investor,Ryan Weeks,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",ryan.weeks@tfaconnect.com,,Salesforce
9545580,,Jessica Justh,,,jjusth@aiacorporation.com,,List import
10955565,Inactive Investor,Cydne Butler,,LPL Financial LLC Salt Lake City UT 111 S Main St,cydne.butler@lpl.com,,Salesforce
9641860,,Felix Hui,,,felix.hui@pbiactuarial.ca,,List import
10806640,Inactive Investor,Kevin Van De Steene,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MI 321 E 2nd St",vandesteenek@stifel.com,,Salesforce
10929291,Inactive Investor,James Rose,,"Raymond James Financial Services, Inc. Beloit WI 400 Broad St",jim.rose@raymondjames.com,,Salesforce
11032667,Inactive Investor,Zion Osner,Financial Advisor,"Raymond James Financial Services, Inc. Muncie IN 700 W White River Blvd",,,Salesforce
11205974,Inactive Investor,Daniel Gillins,,"Raymond James Financial Services, Inc. Elko NV 993 Court St",danny.gillins@raymondjames.com,,Salesforce
10822315,Inactive Investor,Billy Chick,Financial Advisor,Edward Jones Blowing Rock NC 7535 Valley Blvd,billy.chick@edwardjones.com,,Salesforce
10998347,Inactive Investor,Carlos Florez,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,carlos.florez@jpmorgan.com,,Salesforce
11029812,Inactive Investor,Robert Reid,,NYLIFE Securities LLC Birmingham AL 2311 Highland Ave S,rreid@ft.newyorklife.com,,Salesforce
11213079,Inactive Investor,Daniel Palmer,,Cetera Advisor Networks LLC Orem UT 305 W 800 N,,,Salesforce
9578497,,Eric Ball,,,eball@am1st.com,,List import
11114866,Inactive Investor,Sara VanderWall,,The Huntington Investment Company Hamilton MI 3614 Lincoln Rd,sara.vanderwall@huntington.com,,Salesforce
10869846,Inactive Investor,Nathanial Phillips,Financial Consultant,LPL Financial LLC West Point NE 116 N Main St,nathanial.phillips@lpl.com,,Salesforce
11019049,Inactive Investor,Britt Fossum,,Cetera Investment Services LLC Austin MN 201 W Oakland Ave,britt.fossum@ceterais.com,,Salesforce
9546194,,Carla Jenkins,,,c.jenkins@fi.com,,List import
10966749,Inactive Investor,William Garrard,Executive Vice President,"Optimum Financial Services, LLC",,,Salesforce
11037936,Inactive Investor,Victor Turbes,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",victor.turbes@nm.com,,Salesforce
11137227,Inactive Investor,Elizabeth Goins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,elizabeth.goins@fidelity.com,,Salesforce
10865864,Inactive Investor,Alexandra Arp,Private Client Banker,J.P. Morgan Securities LLC Fountain Hills AZ 16744 E Avenue of the Fountains,alexandra.arp@jpmorgan.com,,Salesforce
10764305,Inactive Investor,Gary Sieburg,Financial Advisor;Registered Principal,LPL Financial LLC Garland TX Private Residence,gary.sieburg@lpl.com,,Salesforce
10863278,Inactive Investor,Richard Costa,Financial Advisor;Vice President,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",richard.costa@rbc.com,,Salesforce
11164447,Inactive Investor,Paul Haulbrook,,"Farmers Financial Solutions, LLC Oregon City OR 2264 Molalla Ave",,,Salesforce
10953409,Inactive Investor,Stuart Burden,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,stuart.burden@jpmorgan.com,,Salesforce
11030845,Inactive Investor,Maria Petrungaro,,"Raymond James Financial Services, Inc. Elmwood Park IL 7708 W North Ave",maria.petrungaro@raymondjames.com,,Salesforce
336006,,John Meystrik,Senior Vice President,Central Trust Bank,john.meystrik@centralbank.net,573-556-6813,Manual List Upload
11008326,Inactive Investor,Joseph Reyes,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",,,Salesforce
11095241,Inactive Investor,William Fay,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",william.fay@ampf.com,,Salesforce
11023567,Inactive Investor,Robert Norton,Vice President,PFS Investments Inc. Gillette WY 1901 Energy Ct,rnorton@primerica.com,,Salesforce
11027513,Inactive Investor,Aayushi Patel,,J.P. Morgan Securities LLC Rego Park NY 9741 Queens Blvd,aayushi.patel@jpmorgan.com,,Salesforce
11232037,Inactive Investor,Rebekah Backman,,Thrivent Investment Management Inc. Beaver Bay MN 1014 Main St,,,Salesforce
102545,,Bradford Nichols,"Member, Chief Compliance Officer",Nefpg,brad.nichols@raymondjames.com,781-272-2200,Manual List Upload
371158,,Yasir Qureshi,,[Unknown],yq@a1labs.net,,source
10849920,Inactive Investor,Stewart Hayes,Chief Compliance Officer;Owner,"Willamette Valley Wealth Management, LLC",,,Salesforce
11116465,Inactive Investor,Danielle Gordon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
248186,,Valerie Lozada,Student,Usil,valoritovaleska@gmail.com,,Manual List Upload
333783,,Libby Nelson,Senior Associate,"Westfield Capital Management Company, L.p.",lnelson@wcmgmt.com,617-428-7100,Manual List Upload
11130523,Inactive Investor,Alvie Burdine,,"Saxony Securities, Inc. Arlington TX 2340 W Interstate 20",,,Salesforce
9637244,,John O'neil,,,joneil@hanys.org,,List import
9570085,,Daliso Jawe,,,jawedaliso2@gmail.com,,List import
10962057,Inactive Investor,Michael Mitchell,Chief Operating Officer;Regulatory Contact,"Hardy Reed, LLC",mmitchell@hardyreed.com,,Salesforce
11198007,Inactive Investor,Michael Hemken,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",hemkenm@stifel.com,,Salesforce
9593312,,Howard Fife,,,hfife@westportcp.com,,List import
11170217,Inactive Investor,Andrew Pisechko,Financial Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,andrew.pisechko@morganstanley.com,,Salesforce
344005,,Nancy Bryant,President,"Bryant Financial Advisory, Inc.",nancy@bryantfinancialadvisory.com,443-281-8010,Manual List Upload
10994445,Inactive Investor,Adam Rayburg,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 118 Bakery Square Blvd",adam.rayburg@tiaa.org,,Salesforce
10886045,Inactive Investor,Ankit Desai,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",raj.desai@nm.com,,Salesforce
11082140,Inactive Investor,Kristin Crockett,First Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 13560 Morris Rd",kristi.crockett@wellsfargoadvisors.com,,Salesforce
9569643,,lee joobang,,,hii5074@gmail.com,,List import
10487179,,Daniel Greene,"Account Executive, Director","Merrill Lynch, Pierce, Fenner & Smith Incorporated",daniel.greene@ml.com,,List Import
10842986,Inactive Investor,Emmett Christie,,"The Investment Center, Inc. Melville NY 145 Pinelawn Rd",echristie@investmentctr.com,,Salesforce
9541481,,Don Hendrix,,,don.hendrix15@gmail.com,,List import
9590477,,Justin Weeks,,,justin@jmweeks.com,,List import
11163833,Inactive Investor,Jim Ostach,Financial Advisor;Wealth Manager,LPL Financial LLC Northbrook IL 650 Dundee Rd,jim.ostach@lpl.com,,Salesforce
11037864,Inactive Investor,Tangyishui Wang,,Deutsche Bank Securities Inc.,tangyishui@deutschewealth.com,,Salesforce
833,,,,,mariosecultopardo@infinitummail.com,,
10898986,Inactive Investor,Ryan Pozniak,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",,,Salesforce
9591485,,Sabin Saveluc,,,savelucsabin.a@gmail.com,,List import
11058840,Inactive Investor,Robert Goings,,"Next Financial Group, Inc. Fort Wayne IN 1001 Chestnut Hills Pkwy",,,Salesforce
9612189,,Prasad Karcherla,,,prasad.k@aretewealth.com,,List import
10869113,Inactive Investor,Grant Podsednik,,"Avantax Investment Services, Inc. Bedford TX 2700 Tibbets Dr",,,Salesforce
10788948,Inactive Investor,Jacob Clarkson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.clarkson@fidelity.com,,Salesforce
1004691,Inactive Investor,Daniel Jorian Schutz,,Daniel Janoff,dan.janoff@gmail.com,,Other
11156558,Inactive Investor,Adam Tyler,Investment Executive,"Fifth Third Securities, Inc. East Lansing MI 2501 Coolidge Rd",adam.tyler@53.com,,Salesforce
11180397,Inactive Investor,John Dimonda,Chief Executive Officer;Director;President,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",,,Salesforce
373251,,Andrew BEGGS,,[Unknown],andy.beggs@gmail.com,,source
196799,,Edwin Sailer,,[Unknown],edwinsailer@icloud.com,,source
10771417,Inactive Investor,Aaron Tatro,,Morgan Stanley Chicago IL 10 S Riverside Plz,aaron.tatro@morganstanley.com,,Salesforce
350916,,Brian Moore,Wealth Manager,"Zions Capital Advisors, Inc.",brian.moore@contangoadvisors.com,800-608-3202,Manual List Upload
11100750,Inactive Investor,Walter Casagrande,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",walter.casagrande@ml.com,,Salesforce
10765707,Inactive Investor,William Goodwin,Financial Advisor,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",william.goodwin@wellsfargoadvisors.com,,Salesforce
11209402,Inactive Investor,Teresa Lebo,Financial Advisor,Edward Jones New Haven IN 969 Werling Rd,teri.lebo@edwardjones.com,,Salesforce
11034762,Inactive Investor,Devon Cristales,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,devon_cristales@vanguard.com,,Salesforce
11123456,Inactive Investor,Matthew Halverson,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 6919 Chancellor Dr",matthew.halverson@ampf.com,,Salesforce
11021894,Inactive Investor,Trevor Sprowl,,"MML Investors Services, LLC Tuscaloosa AL 1657 McFarland Blvd N",tsprowl@financialguide.com,,Salesforce
11202026,Inactive Investor,Kevin Jeffers,Owner,Three Jay Partners Beverly Hills CA 8383 Wilshire Blvd,,,Salesforce
9634762,,James Caruso,,,jcaruso@southfieldcapital.com,,List import
11021673,Inactive Investor,Brian Hernandez,,"U.S. Bancorp Investments, Inc. Orange CA 500 S Main St",,,Salesforce
10859555,Inactive Investor,Jeffrey Felton,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",jeff.felton@prudential.com,,Salesforce
11115113,Inactive Investor,Anne Buck,Financial Advisor,"Osaic Wealth, Inc. New Braunfels TX 137 Landa St",,,Salesforce
10909271,Inactive Investor,Gregory Mikesell,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",gregory.mikesell@schwab.com,,Salesforce
11103360,Inactive Investor,Scott Dukes,,Cetera Advisor Networks LLC Houston TX 2925 Richmond Ave,,,Salesforce
10823927,Inactive Investor,Tracey Davis,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",tracey.davis@ampf.com,,Salesforce
10871352,Inactive Investor,Jonathan Paul,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",,,Salesforce
9565565,,Raymond Clifford,,,rclifford@lincolninvestment.com,,List import
11201218,Inactive Investor,Arnold Van Den Berg,Chairman;Chief Executive Officer;Co-Chief Investment Officer;Portfolio Manager;Principal,Century Management Financial Advisors,avandenberg@centman.com,,Salesforce
10841218,Inactive Investor,Ashley Hules,Financial Consultant,LPL Financial LLC Scranton PA 1230 Oneill Hwy,ashley.hules@lpl.com,,Salesforce
10959813,Inactive Investor,Haley Tucker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11130096,Inactive Investor,William Broder,Managing Member,BMB Advisers LLC,,,Salesforce
333701,,Julie Hawk,Office Specialist,Prometheus Capital Management Corp.,jhawk@procap.net,215-321-9312,Manual List Upload
10873411,Inactive Investor,Travis Hesser,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11205018,Inactive Investor,Roger Grefe,Senior Vice President - Investments,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",roger.grefe@raymondjames.com,,Salesforce
11066727,Inactive Investor,Melissa Brand,,"FMSbonds, Inc.",mbrand@fmsbonds.com,,Salesforce
144200,,Adam Lodge,Wealth Advisor,Mariner Wealth Advisors,adam.lodge@marinerwealthadvisors.com,918-991-6903,
10976761,Inactive Investor,Luis Menjivar,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",luis.menjivar@nm.com,,Salesforce
10956822,Inactive Investor,Michael Schug,,Cetera Advisor Networks LLC Manitowoc WI 405 N Rapids Rd,,,Salesforce
10613289,,Michael Spellman,"Senior Financial Advisor, Senior Vice President",,m_spellman@ml.com,,List Import
10764101,Inactive Investor,Matthew Rodgers,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",mrodgers7@ml.com,,Salesforce
11009289,Inactive Investor,Francis Choi,,"Robinhood Financial, LLC Menlo Park CA 85 Willow Rd",francis.choi@robinhood.com,,Salesforce
11103064,Inactive Investor,Cassie Miller,Financial Advisor,Edward Jones Anchorage AK 3545 Arctic Blvd,cassie.miller@edwardjones.com,,Salesforce
10839205,Inactive Investor,Theresa Bush,,State Farm VP Management Corp. Columbus OH 2284 E Main St,theresa.bush.jtjp@statefarm.com,,Salesforce
343105,,Cecile Lesage,Director,Bnp Paribas Asset Management Uk Limited,cecile.lesage@bnpparibas.com,442-070-637265,Manual List Upload
9552855,,Karl -,,,powerkid64@gmail.com,,List import
11199557,Inactive Investor,Christopher Emery,,GuideStone Financial Services,christopher.emery@guidestone.org,,Salesforce
11128191,Inactive Investor,Jason Lamont,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,jasonlamont@statefarm.com,,Salesforce
11103196,Inactive Investor,Janine Giordano,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,janine.giordano@jpmorgan.com,,Salesforce
10859074,Inactive Investor,Dale McCandless,,"Osaic Wealth, Inc. Lehighton PA Private Residence",,,Salesforce
11165506,Inactive Investor,Aurea Antunes,Private Banker,Citigroup Global Markets Inc.,,,Salesforce
10759538,Inactive Investor,Michael Rubino,Financial Advisor;Owner;President,LPL Financial LLC Rochester MI 414 East St,mrubino@cfiemail.com,,Salesforce
11170908,Inactive Investor,Erik Bunderson,Financial Advisor,LPL Financial LLC Janesville WI 4323 Milton Ave,erik.bunderson@lpl.com,,Salesforce
10909616,Inactive Investor,Deborah Lee-Kavousi,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Los Gatos CA 127 N Santa Cruz Ave",debbie.leekavousi@usbank.com,,Salesforce
11024081,Inactive Investor,Brian Snowhill,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,briansnowhill@primerica.com,,Salesforce
10996045,Inactive Investor,James Walsh,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,james.walsh.fpgl@statefarm.com,,Salesforce
9641475,,Dicky Mahendra Prasetya Dicky,,,dickymemets@gmail.com,,List import
225573,, -,,[[Unknown]],coreycasbarro@gmail.com,,Initial Salesforce Import
10613316,,Melissa Lovell,Financial Advisor,,melissa.lovell@ubs.com,,List Import
10901285,Inactive Investor,Dennis Houlihan,Partner,Houlihan Asset Management LLC,dennis@houlihanassetmanagement.biz,,Salesforce
9547736,,Thomas Naylor,,,enaylor@financialguide.com,,List import
10691838,,Jeremy Read,,,readindustries5@gmail.com,,Web Form Fillout
11180822,Inactive Investor,Laura Nelson,Financial Professional,LPL Financial LLC Twin Falls ID 1146 Eastland Dr N,laura.nelson@lpl.com,,Salesforce
10883994,Inactive Investor,Steven Lerit,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",lerits@stifel.com,,Salesforce
233292,, -,,[[Unknown]],justkat12@aol.com,,
10774255,Inactive Investor,Paul Hebert,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management,Morgan Stanley Glens Falls NY 86 Glen St,paul.c.hebert@morganstanley.com,,Salesforce
11084471,Inactive Investor,Mark Berger,Board Member;Chief Compliance Officer;Financial Advisor;Owner;Principal,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,mark@bergerfinancialgroup.com,,Salesforce
10792548,Inactive Investor,Joseph Zdeb,Financial Advisor,Prime Capital Financial,,,Salesforce
10796982,Inactive Investor,Paul Baboolal,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",paul.baboolal@nm.com,,Salesforce
9636070,,Dick Dudley,,,ddudley@pinnacleprivatewealth.com,,List import
11113238,Inactive Investor,Patrycja Gelenberg,,"Raymond James Financial Services, Inc. High Point NC 2630 Eastchester Dr",patrycja.gelenberg@raymondjames.com,,Salesforce
11070674,Inactive Investor,Thomas Schmidtke,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sheboygan WI 1450 S 12th St",thomas.schmidtke@usbank.com,,Salesforce
10915040,Inactive Investor,Eliza Gazett,,"Securian Financial Services, Inc.",,,Salesforce
10898776,Inactive Investor,Eric Wilby,,LPL Financial LLC Allentown PA 1620 W Highland St,eric.wilby@lpl.com,,Salesforce
11156565,Inactive Investor,Logan Jones,Preferred Relationship Manager,"Fifth Third Securities, Inc. Cuyahoga Falls OH 2335 2nd St",logan.jones@53.com,,Salesforce
9577225,,Bonnie Passannante,,,bpassannante@ft.newyorklife.com,,List import
10988484,Inactive Investor,Isaiah Deregt,,Cetera Investment Services LLC Sioux Center IA 525 N Main Ave,,,Salesforce
10999765,Inactive Investor,Alexis Cannon,,Commonwealth Financial Network San Diego CA 600 W Broadway,acannon@commonwealth.com,,Salesforce
10927094,Inactive Investor,Joshua Cook,Chief Compliance Officer;Managing Member;Wealth Manager,"Cook Financial, LLC",,,Salesforce
11207165,Inactive Investor,Dane Zaher,Financial Consultant,"Ameriprise Financial Services, LLC Middleton WI 6405 Century Ave",dane.zaher@equitable.com,,Salesforce
9581501,,Scott Pettyjohn,,,spettyjohn@massmutual.com,,List import
10882776,Inactive Investor,Lance Graber,Financial Advisor,LPL Financial LLC Wichita KS Private Residence,lance.graber@lpl.com,,Salesforce
10848946,Inactive Investor,Miguel Zarate,Chief Operating Officer;Managing Director,"Marquette Associates, Inc.",mzarate@marquetteassociates.com,,Salesforce
11143816,Inactive Investor,Jason Hegarty,Vice President,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,jason_hegarty@glic.com,,Salesforce
11121709,Inactive Investor,Daniel Ceriano,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",daniel_ceriano@ml.com,,Salesforce
9589197,,Patrick Phillips,,,pphillips@riseoppf.org,,List import
11025762,Inactive Investor,Rustin Moses,,"Farmers Financial Solutions, LLC Broomfield CO 6363 W 120th Ave",rmoses1@farmersagent.com,,Salesforce
9611817,,Gabriel Llaurado,,,gllaurado@oigwealth.com,,List import
9647114,,Daisuke Taniguchi,,,d.taniguchi710@gmail.com,,List import
10902759,Inactive Investor,Iftikhar Ahmed,Co-Founder;Managing Member;Managing Partner;Principal Advisor;Regulatory Contact,"Kaizen Financial Strategies, LLC",iahmed@kfstrategies.us,,Salesforce
10872593,Inactive Investor,Monica Comer,Supervisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",monica_weekley@navyfederal.org,,Salesforce
10830194,Inactive Investor,Shane Rebert,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",reberts@stifel.com,,Salesforce
9546686,,Matt Nemcic,,,mattenem23@yahoo.com,,List import
10772493,Inactive Investor,Lisa Phillips,Senior Registered Associate,Morgan Stanley Binghamton NY 50 Front St,lisa.phillips@morganstanley.com,,Salesforce
10757602,Inactive Investor,Daniel Mayer,,Cetera Advisor Networks LLC Englewood CO 16 Inverness Pl E,dmayer@ceteranetworks.com,,Salesforce
10834380,Inactive Investor,Beth Young,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Akron OH 3600 Embassy Pkwy",beth.young@stifel.com,,Salesforce
9611368,,Kaylin Thornton,,,kaylinthornton1@gmail.com,,List import
9557166,,Daniel Helander,,,daniel.helander@voyafa.com,,List import
9569494,,Cacey Tang,,,ctang@highlinecap.com,,List import
10760666,Inactive Investor,Laura Fitzpatrick,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",laura.fitzpatrick@truist.com,,Salesforce
10662222,,Christopher Reardon,,,creardon@fourstarwealth.com,,List Import
11213203,Inactive Investor,Brandon Krauss,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,brandon.krauss@fidelity.com,,Salesforce
9549441,,Frank Loehmann,,,frank@resmgtcorp.com,,List import
11184055,Inactive Investor,Larry Wright,,Cetera Financial Specialists LLC Chambersburg PA 182 Topaz Dr,larry.wright@ceterafs.com,,Salesforce
11220404,,Marlena Lee,,,marlena.lee@dfafunds.com,,Other
11229839,Inactive Investor,Arsalan Arabani,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",arsalan.arabani@nm.com,,Salesforce
10837086,Inactive Investor,David Marrone,Owner;President,"Financial Synergy, Inc. Champaign IL 2110 Clearlake Blvd",marrone@financialsynergy.com,,Salesforce
11119880,Inactive Investor,Kevin Nolan,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Indian River Shores FL Private Residence",kevin.m.nolan@rbc.com,,Salesforce
11231512,Inactive Investor,Kianna Fiouzi,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11056524,Inactive Investor,James Verlander,,PFS Investments Inc. Colton CA 1400 E Cooley Dr,,,Salesforce
10862964,Inactive Investor,Katherine Husman,,J.P. Morgan Securities LLC Dallas TX 6437 Hillcrest Ave,katherine.husman@jpmorgan.com,,Salesforce
371572,,Jeff Ji,,[Unknown],us3896371099@qq.com,,Salesforce
10766749,Inactive Investor,Joseph Ilg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",joseph.d.ilg@ml.com,,Salesforce
10775963,Inactive Investor,Jason Dickerman,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",jason.dickerman@wellsfargoadvisors.com,,Salesforce
10850879,Inactive Investor,Stephen Hyde,Chief Compliance Officer;Chief Executive Officer;President,"HFM Investment Advisors, Inc.",shyde@hfmadvisors.com,,Salesforce
10797301,Inactive Investor,Morgan Chong,Chief Compliance Officer,Andersen,morgan.l.chong@andersentax.com,,Salesforce
10997646,Inactive Investor,Jared Ageson,,"Northwestern Mutual Investment Services, LLC Rock Rapids IA 710 S Union St",jared.ageson@nm.com,,Salesforce
10971548,Inactive Investor,Helena Lee,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,jli22@ft.newyorklife.com,,Salesforce
11154471,Inactive Investor,James Rathje,Vice President,"Wells Fargo Clearing Services, LLC Davenport IA 5407 Victoria Ave",james.rathje@wellsfargoadvisors.com,,Salesforce
10962779,Inactive Investor,Anne Taylor,Chief Compliance Officer;Executive Assistant;Financial Assistant;Office Manager,"Lester Financial Group, LLC Mahomet IL 1308 Ridgefield Dr",,,Salesforce
9597308,,ebi hali,,,faustinohali390@gmail.com,,List import
11140165,Inactive Investor,David Mahlan,,Cetera Investment Services LLC Fort Wayne IN 215 W Main St,david.mahlan@ceterais.com,,Salesforce
11020535,Inactive Investor,Joshua Pilgreen,Chief Compliance Officer;Managing Member,Arbor Portfolio Management,,,Salesforce
10766974,Inactive Investor,Jeffrey Gembis,Managing Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
10820655,Inactive Investor,Frank Hill,,"Kestra Investment Services, LLC Louisville KY 10200 Forest Green Blvd",,,Salesforce
10809759,Inactive Investor,Dan Roberts,,Commonwealth Financial Network Alpine UT Private Residence,droberts@commonwealth.com,,Salesforce
10826007,Inactive Investor,Anthony Lagotta,,PFS Investments Inc. Edison NJ 2015 State Rte 27,anthony.lagotta@primerica.com,,Salesforce
10814215,Inactive Investor,Amy Stone,Financial Advisor,Edward Jones Hardy VA 12787 Booker T Washington Hwy,amy.stone@edwardjones.com,,Salesforce
333161,,Najam Qasim,,Finemark Bank,nqasim@finemarkbank.com,,
10924634,Inactive Investor,Richard Davis,Financial Advisor,LPL Financial LLC West Des Moines IA 3636 Westown Pkwy,richard.davis@lpl.com,,Salesforce
10939923,Inactive Investor,Francis Duignan,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,,,Salesforce
11158183,Inactive Investor,Allan Baker,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,,,Salesforce
9542336,,Saeid Akhavan Ghorbani,,,es.akhavan@gmail.com,,List import
11092328,Inactive Investor,Brent Peterson,Financial Advisor,Edward Jones Hancock MI 101 E Quincy St,brent.peterson@edwardjones.com,,Salesforce
11025587,Inactive Investor,Lucia Bravo-Lopez,,J.P. Morgan Securities LLC Houston TX 3636 Old Spanish Trl,lucia.bravo-lopez@jpmorgan.com,,Salesforce
11212687,Inactive Investor,Tanner Helsel,Senior Paraplanner,"Raymond James & Associates, Inc.",tanner.helsel@raymondjames.com,,Salesforce
9642133,,Alonzo Charles,,,alonzometro123@icloud.com,,List import
11047226,Inactive Investor,Dale Young,,Cetera Advisor Networks LLC Dallas TX 5420 Lyndon B Johnson Fwy,youngd@ceteranetworks.com,,Salesforce
11176675,Inactive Investor,David Stevens,Chief Compliance Officer;President,Stevens Capital Partners,,,Salesforce
10883607,Inactive Investor,Alex Nestertsov,Private Client Investment Advisor,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,alex.nestertsov@td.com,,Salesforce
11183164,Inactive Investor,Stephen Mendel,President,"Vested Legacy Wealth Management, L.P.",,,Salesforce
9608766,,Chata Singh,,,chatasingh@yahoo.com,,List import
10989373,Inactive Investor,Victoria Fischetto,,"Northwestern Mutual Investment Services, LLC Ormond Beach FL 1275 W Granada Blvd",,,Salesforce
10839919,Inactive Investor,Barry Todd,Chief Executive Officer;Financial Advisor;Owner;Regulatory Contact,Invicta Financial Group,barry@invictafg.com,,Salesforce
9598783,,Jesse Lopez,,,jesselopez.investments@gmail.com,,List import
11041329,Inactive Investor,Joseph Carroll,,PFS Investments Inc. Hurricane WV 104 Brent Way,joseph.carroll@primerica.com,,Salesforce
10782151,Inactive Investor,Gavin Borzello,Anti-Money Laundering Compliance Officer;Chief Compliance Officer;Investment Advisor;Operations Officer;Principal;Regulatory Con,"American Wealth Management, Inc. Atlanta GA 1050 Crown Pointe Pkwy",gavinborzello@awminc.biz,,Salesforce
11238646,Inactive Investor,Michael Barack,,Cip Capital,mbarack@cip-capital.com,,Salesforce
10923696,Inactive Investor,Gregory Strunk,Client Service Specialist;Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 860 Blue Gentian Rd",gregory.j.strunk@ampf.com,,Salesforce
10750589,Inactive Investor,Ricardo Cruz Emmanuelli,Financial Professional,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
9594234,,Margaret Mcdowell,,,mmcdowell@arborwealth.net,,List import
10925027,Inactive Investor,Christopher Sladek,,"Allstate Financial Services, LLC Plano TX 5068 W Plano Pkwy",christophersladek@allstate.com,,Salesforce
9584921,,Tal Halaf,,,thalaf95@gmail.com,,List import
10763347,Inactive Investor,Eric Norris,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",eric.j.norris@wellsfargoadvisors.com,,Salesforce
11161570,Inactive Investor,Arthur Matthias,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",arthur.matthias@ml.com,,Salesforce
11039927,Inactive Investor,Connor Mcginty,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",connor.mcginty@nm.com,,Salesforce
11000253,Inactive Investor,Michael Seeds,Investment Advisor,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,mseeds@primerica.com,,Salesforce
10961305,Inactive Investor,Alibek Tupushev,Chief Compliance Officer;Director;Investment Advisor,American Investment Management Group LLC,,,Salesforce
10658068,,Alan Creech,,,alan.creech@raymondjames.com,,List Import
10850430,Inactive Investor,Mark Wilder,,J.P. Morgan Securities LLC Marysville OH 406 W 5th St,mark.a.wilder@chase.com,,Salesforce
342206,,Younhee Im,,E Z Health Incorporated,wanyoun@optonline.net,5162251887,
10842621,Inactive Investor,Patrick Dempsey,Financial Planner,Commonwealth Financial Network San Antonio TX 8000 IH 10 W,pdempsey@commonwealth.com,,Salesforce
11084208,Inactive Investor,Seth Ingersoll,,Cetera Advisors LLC Albuquerque NM 8206 Louisiana Blvd NE,,,Salesforce
9577273,,Gerald Kroeger,,,gerry.kroeger@kmsfinancial.com,,List import
10646099,,Kyle Brunk,,,kyle.brunk@empower-retirement.com,,List Import
10920419,Inactive Investor,Clarissa Padula de Posada,Chief Operating Officer;Regulatory Contact,Stelac Advisory Services LLC,clarissa.padula@stelac.com,,Salesforce
9546587,,Ann Cheu,,,anncheu@sageviewadvisory.com,,List import
10905380,Inactive Investor,David Metzger,,LPL Financial LLC Broadview Heights OH 20 Eagle Valley Ct,dave.metzger@lpl.com,,Salesforce
10860144,Inactive Investor,Michael Durham,Financial Advisor,LPL Financial LLC Marietta OH 428 2nd St,michael.durhamii@lpl.com,,Salesforce
117486,,Gregory Cismoski,"Financial Services Representative, Investment Advisor Representative","Principal Securities, Inc.",cismoski.greg@principal.com,402-401-2326,
11139525,Inactive Investor,Christopher Levitt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11230847,Inactive Investor,Barbara Bassoff,,Purshe Kaplan Sterling Investments,barbara.bassoff@lpl.com,,Salesforce
11066920,Inactive Investor,David Lindau,,"Lauterbach Financial Advisors, LLC",dlindau@lfa-ia.com,,Salesforce
9634574,,Ariane Fricke,Finance Director,Level Four Advisory Services,africke@levelfouradvisors.com,,List import
10980020,Inactive Investor,Payton Miller,Registered Administrative Associate,LPL Financial LLC Hutchinson KS 15 Compound Dr,payton.miller@lpl.com,,Salesforce
11003028,Inactive Investor,Trebor Powell,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,bo.powell@primerica.com,,Salesforce
11172098,Inactive Investor,Victor Moran,,Vanguard Marketing Corporation,victor_moran@vanguard.com,,Salesforce
11040057,Inactive Investor,George Tzimas,Financial Advisor;First Vice President,Morgan Stanley Manchester NH 1155 Elm St,george.tzimas@morganstanley.com,,Salesforce
9622545,,?? ?,,,yjkang601@hanmail.net,,List import
10794557,Inactive Investor,Delmer Carter,Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Melbourne FL 8150 N Wickham Rd,joseph.carter@morganstanley.com,,Salesforce
167882,,Conor Moloney,,[Unknown],conor.moloney2@gmail.com,,
11222175,,Cole Brownell,,,cole.brownell@seia.com,,List Import
10823894,Inactive Investor,Linda Vogeley,Registered Support Assistant,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",linda.k.vogeley@ampf.com,,Salesforce
11046510,Inactive Investor,Daniel Starr,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10856289,Inactive Investor,Sharon Croenlein,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Melbourne FL 5700 N Hwy 1",sharoncroenlein@wfafinet.com,,Salesforce
6998501,,mukila muko,,,mepej62121@wireps.com,,Web Form Fillout
10997587,Inactive Investor,John Wernke,,"Berthel, Fisher & Company Financial Services, Inc. Harrison OH 1012 Harrison Ave",john.wernke@berthelrep.com,,Salesforce
10837563,Inactive Investor,Todd Schlichting,,"Concourse Financial Group Securities, Inc. Pearl City IL 515 S Summit St",todd.schlichting@concoursefinancial.com,,Salesforce
11048698,Inactive Investor,Matt Vorst,Chief Compliance Officer;Managing Member;Member;Principal;Wealth Advisor,"Sirius Wealth Management Strategies, LLC",mvorst@siriuswm.com,,Salesforce
10833165,Inactive Investor,Robert Fears,Financial Advisor,Edward Jones Mattoon IL 921 Lake Land Blvd,rob.fears@edwardjones.com,,Salesforce
10985818,Inactive Investor,Julia Chitiyo,,LPL Financial LLC West Haverstraw NY 26 S Rte 9w,julia.chitiyo@lpl.com,,Salesforce
11211705,Inactive Investor,Irina Tamarova,,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",irina.tamarova@prudential.com,,Salesforce
11056133,Inactive Investor,Christopher Adams,,"Allstate Financial Services, LLC Hurst TX 669 Airport Fwy",christopheradams@allstate.com,,Salesforce
11260727,Inactive Investor,Fernando Velasquez,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
345071,,Frank Cannon,Managing Member,Artesa Financial Group,fcannon@artesafinancialgroup.com,936-760-2215,Manual List Upload
10861024,Inactive Investor,Emil Aldaddah,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Winnetka IL 598 Green Bay Rd",emil.aldaddah@schwab.com,,Salesforce
10836056,Inactive Investor,Steven Burkhalter,,"Raymond James Financial Services, Inc. Ann Arbor MI 24 Frank Lloyd Wright Dr",steven.burkhalter@raymondjames.com,,Salesforce
10928704,Inactive Investor,Misty Stathos,,State Farm VP Management Corp. Lexington SC 1207 N Lake Dr,,,Salesforce
219632,,Seby _139,,[Unknown],artimonsebastian@gmail.com,,Direct
11049393,Inactive Investor,Leslie Reynoso,Partner;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Dallas TX 5960 Berkshire Ln",lreynoso@beaconpointe.com,,Salesforce
10818142,Inactive Investor,Sydney Cotton,Portfolio Associate,Morgan Stanley Dayton OH 7777 Washington Village Dr,sydney.seitz@morganstanley.com,,Salesforce
10906387,Inactive Investor,Christine Carlton,President,EPS Wealth Management,christine.carlton@epswealthmanagement.com,,Salesforce
9578713,,? ?,,,hristiyan.hristov1991@gmail.com,,List import
9618717,,Arinjoy Ganguly,,,arinjoy.ganguly@surveyor-capital.com,,List import
11152000,Inactive Investor,Pasqual Yung,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9612520,,David Klaskin,,,dklaskin@oakridgeinvest.com,,List import
11057620,Inactive Investor,James Aldige,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Clio Asset Management LLC,james@clioam.com,,Salesforce
11051582,Inactive Investor,Ralph Freibert,Chief Compliance Officer;Managing Member;Planning Officer,"Planning Associates Wealth Management, LLC",ralph@planning-associates.com,,Salesforce
10756520,Inactive Investor,Thomas Cowan,Financial Advisor,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,thomas.cowan@morganstanley.com,,Salesforce
11211326,Inactive Investor,Charles Kayl,,"Wells Fargo Clearing Services, LLC Chicago IL 33 W Chicago Ave",,,Salesforce
10893122,Inactive Investor,Ryan McCarty,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ryan_mccarty@vanguard.com,,Salesforce
11119876,Inactive Investor,Morgan Gough,Financial Advisor;Wealth Advisor,"Arkenstone Financial, LLC Monument CO 19210 6 Penny Ln",morgan@arkfi.com,,Salesforce
10977490,Inactive Investor,Priyanka Gandhi,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,priyanka.gandhi@jpmorgan.com,,Salesforce
11131886,Inactive Investor,Timothy Pang,Equity Analyst;Trader,Sargent Investment Group,tpang@sargentinvestmentgroup.com,,Salesforce
9595199,,Arnaldo Rocha,,,arnaldo.rocha@dealmaker.com.br,,List import
9645579,,hoi fung,,,bryanhoifung@gmail.com,,List import
10879085,Inactive Investor,Thomas Mirra,,LPL Financial LLC New York NY 1140 Avenue of the Americas,thomas.mirra@lpl.com,,Salesforce
11001404,Inactive Investor,Lauren O'Connell,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",lauren.oconnell@prudential.com,,Salesforce
9549834,,Sharon Adams,,,sadams@crownmail.net,,List import
10892695,Inactive Investor,Skyler Marchand,Financial Advisor,Edward Jones Rowlett TX 3705 Lakeview Pkwy,skyler.marchand@edwardjones.com,,Salesforce
10997144,Inactive Investor,Matthew Robison,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,mrobison@primerica.com,,Salesforce
9617730,,Andrew Rosenfeld,,,arosenfeld@meritagegroup.com,,List import
10993654,Inactive Investor,Cecilia Mcglothlin,,"Wells Fargo Clearing Services, LLC Atlanta GA 1605 Monroe Dr NE",cecilia.mcglothlin@wellsfargo.com,,Salesforce
199006,,Sanjay Basu,,United States,sanjay.basu@gmail.com,,
10969917,Inactive Investor,Ester Padilla,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10946741,Inactive Investor,Chad Trevithick,Financial Analyst,Southeast Financial Group,chad@sefgroup.com,,Salesforce
10875409,Inactive Investor,Joselyn Pfeil,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",joselyn.pfeil@ml.com,,Salesforce
9605785,,Nicholas Besh,,,nicholas.besh@pnc.com,,List import
11230044,Inactive Investor,Vance Mccollum,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",vance.mccollum@nm.com,,Salesforce
11053202,Inactive Investor,Rhonda Kerkhoff,Financial Advisor,Focus Financial Redwood Falls MN 1500 E Bridge St,rkerkhoff@focusfinancial.com,,Salesforce
73382,,Bruce Kohls,,Fidelity Personal and Workplace Advisors,bruce.kohls@fidelity.com,,
10980011,Inactive Investor,Elizabeth Gillis,Client Service Associate,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",liz.schutte@raymondjames.com,,Salesforce
11171038,Inactive Investor,Carolyn Uriarte,Associate Banker,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9622801,,Ivan Fartunov,,,fartunov.subscribe@protonmail.com,,List import
11192222,Inactive Investor,Jeffrey Moss,Chief Compliance Officer;President,"Moss & Company, P.A.",jeff@mossandcompanypa.com,,Salesforce
10870887,Inactive Investor,Andrew Heilman,Vice President,MH & Associates Securities Management Corporation,,,Salesforce
11147719,Inactive Investor,Adrian Marshall,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,adrian.marshall@fidelity.com,,Salesforce
11235842,Inactive Investor,Roy Hyde,Financial Advisor,Strategic Advisory Partners,,,Salesforce
11041737,Inactive Investor,Yu Omiya,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",yu.omiya@ml.com,,Salesforce
1874288,,Mary-Beth Gardner,,,meah.gardner@gmail.com,,
10999685,Inactive Investor,Mathew Moschovas,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,mmoschovas@laidlawltd.com,,Salesforce
11006643,Inactive Investor,Jagoda Janiszewska,,"W&S Brokerage Services, Inc. Des Plaines IL 9450 Bryn Mawr Ave",jagoda.janiszewska@wslife.com,,Salesforce
11218862,,Ruhan Inanoglu,,,ruhan.inanoglu@citizensbank.com,,Other
9557866,,Andrew Jeknavorian,,,andrewj27000@gmail.com,,List import
11052817,Inactive Investor,Paul Cardinale,Branch Manager;Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Warren PA 200 Liberty St",paul.cardinale@wellsfargoadvisors.com,,Salesforce
189773,,Ben Djelassi Djelassi,Wealth Manager,Creative Planning,ben.djelassi@creativeplanning.com,857-331-3889,
10951675,Inactive Investor,Beronica Pacheco,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,beronica.pacheco@primerica.com,,Salesforce
346336,,Joseph Fields,Management Committee Member,"Friess Associates, Llc",jfields@friess.com,302-656-3017,Manual List Upload
11125547,Inactive Investor,Kim Pearson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",kim_pearson@ml.com,,Salesforce
10759213,Inactive Investor,Judith Brown,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,judie.brown@fmr.com,,Salesforce
10647511,,Brian Rorick,,,br@aveocapital.com,,List Import
10853111,Inactive Investor,Michael Sly,Founder;Managing Member;Principal,"Strategic Financial Alliance, LLC",msly@sfallc.biz,,Salesforce
10830294,Inactive Investor,Mark Ralston,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,mark.ralston@morganstanley.com,,Salesforce
9590943,,Eric Schopf,,,eric@tuftoncapital.com,,List import
240006,,Edward Meier,,[Unknown],emeier@hfw1.com,,Database Upload
10992420,Inactive Investor,Stacey Otterstrom,Financial Consultant,LPL Financial LLC Helena MT 800 E 6th Ave,stacey.otterstrom@lpl.com,,Salesforce
10847149,Inactive Investor,Ted Orzehoskie,,State Farm VP Management Corp. Crystal Lake IL 6207 Northwest Hwy,,,Salesforce
11134658,Inactive Investor,Philip Turner,,PFS Investments Inc. Houston TX 7211 Regency Square Blvd,philip.turner@primerica.com,,Salesforce
10766824,Inactive Investor,Cary Koh,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",cary.koh@ml.com,,Salesforce
9621244,,Erica Nourjian,,,erica_nourjian@brown.edu,,List import
11219170,,Aziz Hamzaogullari,,,ahamzaogullari@loomissayles.com,,Other
11063531,Inactive Investor,Michael Cooke,Associate;Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
11174323,Inactive Investor,Devan Lowe,Financial Advisor;Partner,LPL Financial LLC Salina KS 100 S Santa Fe Ave,devan.lowe@lpl.com,,Salesforce
10779943,Inactive Investor,John Kokolis,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,john.j.kokolis@morganstanley.com,,Salesforce
10771612,Inactive Investor,Mark O'Donnell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",mark_odonnell@ml.com,,Salesforce
10970844,Inactive Investor,Jared Christy,,State Farm VP Management Corp. Spokane WA 420 N Evergreen Rd,,,Salesforce
10763383,Inactive Investor,Steven Grabarczyk,,"Regal Securities, Inc. Fort Myers FL 4300 Ford St",sgrabarczyk@regalsecurities.com,,Salesforce
10869988,Inactive Investor,Cynthia Lowry,,"Avantax Investment Services, Inc. Richmond VA 4801 Hermitage Rd",,,Salesforce
9572021,,Charles Gunn,,,cgunn@royalaa.com,,List import
9591309,,Afsar Akal,,,afsar@bvdigital.io,,List import
10939058,Inactive Investor,Maxwell Lloyd,Financial Advisor,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",maxwell.lloyd@nm.com,,Salesforce
235773,, -,,[[Unknown]],jestebanhsa@gmail.com,,
371296,,Justin Walworth,,[Unknown],jw.universalx@gmail.com,,Internet Search
10374612,,Heinz Iwen,,,heinz@keystoneprod.com,,Web Form Fillout
10774610,Inactive Investor,Shannon Kolton,Senior Registered Associate,Morgan Stanley Cleveland OH 200 Public Sq,shannon.kolton@morganstanley.com,,Salesforce
11131515,Inactive Investor,David Young,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",david_c_young@ml.com,,Salesforce
11067294,Inactive Investor,Terry Mebane,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
10950406,Inactive Investor,Fredric Westerberg,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11188746,Inactive Investor,John Fiore,First Vice President - Wealth Management,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,jfiore@janney.com,,Salesforce
10770906,Inactive Investor,Sean Moreland,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",sean.moreland@ml.com,,Salesforce
10928653,Inactive Investor,Janelle Coolbaugh,Financial Advisor,Edward Jones New Oxford PA 430 Lincoln Way E,janelle.coolbaugh@edwardjones.com,,Salesforce
11112369,Inactive Investor,Eddie Fung,Senior Vice President,Wedbush Securities Inc.,,,Salesforce
11086832,Inactive Investor,Zach Miner,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",zach.miner@ml.com,,Salesforce
11232464,Inactive Investor,Alexandria Butler,,"Wells Fargo Clearing Services, LLC Marina del Rey CA 13400 Washington Blvd",,,Salesforce
11049863,Inactive Investor,John Mercer,,State Farm VP Management Corp. Yukon OK 301 Cornwell Dr,,,Salesforce
9574579,,Vincent Scozzari,Product Strategy Specialist,RBA,vscozzari@rbadvisors.com,,List import
11050679,Inactive Investor,Kai Stanton,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",kstanton@financialguide.com,,Salesforce
10855042,Inactive Investor,Khanh Ngo,Investment Associate,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",khanh.ngo@rbc.com,,Salesforce
11187162,Inactive Investor,Nathan Nelson,,"Cambridge Investment Research, Inc. Newport Beach CA 4695 Macarthur Ct",,,Salesforce
10827744,Inactive Investor,Adam Weirich,Investment Advisor Representative,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",adam.weirich@equitable.com,,Salesforce
10858646,Inactive Investor,Sasan Faiz,Managing Director,Morton Wealth,sfaiz@mortoncapital.com,,Salesforce
10795885,Inactive Investor,Curtis McClure,Financial Advisor,Edward Jones Greenwood IN 1638 W Smith Valley Rd,curtis.mcclure@edwardjones.com,,Salesforce
10894923,Inactive Investor,Eddie Lindo,,PFS Investments Inc. San Diego CA 1455 Frazee Rd,eddie.lindo@primerica.com,,Salesforce
346764,,Arta Isufaj,Receptionist,Trive Capital Management Llc,artaisufaj@trivecapital.com,214-499-9715,Manual List Upload
10962895,Inactive Investor,Bradley Ritzel,,"TastyTrade, Inc.",,,Salesforce
10871269,Inactive Investor,Adam Tilley,Financial Advisor,Edward Jones Sedalia MO 718 W 16th St,adam.tilley@edwardjones.com,,Salesforce
10760758,Inactive Investor,Thomas Brinker,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11236189,Inactive Investor,Byron Lorenti,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
10945759,Inactive Investor,Levi Smith,Associate,Edward Jones Jenks OK 9222 S Elwood Ave,levi.smith@edwardjones.com,,Salesforce
11136753,Inactive Investor,Virgil Biggs,,"Avantax Investment Services, Inc. Saranac MI 356 Main St",,,Salesforce
344516,,Harvey Jenkins,Member,Altamont Capital Management,hjenkins@altamontcapitalmgmt.com,828-236-0610,Manual List Upload
233507,, -,,[[Unknown]],eric.m.otterbein@gmail.com,,Content
10764180,Inactive Investor,Nicholas Taverna,,"Osaic Wealth, Inc. Miller Place NY Private Residence",,,Salesforce
11127190,Inactive Investor,Amanda Whitley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11221328,,Leonard Thomlison,,,sthomlison@firstrepublic.com,,List Import
10617020,,Evienna Escanilla,,,evienna.lee.escanilla@ml.com,,List Import
10974495,Inactive Investor,Wendy Simon,,"VALIC Financial Advisors, Inc. Pensacola FL 17 W Government St",wendy.simon@valic.com,,Salesforce
10815341,Inactive Investor,Jodi Perez,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",jodi.perez@raymondjames.com,,Salesforce
10611922,,Dupree Johnson,Financial Advisor,,ddavid.johnson@morganstanley.com,,List Import
6371875,,Samuel Mthunzie,,,samuelmthunzie@gmail.com,,Web Form Fillout
161789,,Mikkel Gross-Nielsen,,[Unknown],mgn@gl21.dk,,Organic Search
10934658,Inactive Investor,Justin Morgan,Regulatory Contact;Vice President,"Capital Advisory Group, Inc.",,,Salesforce
350908,,Brian Deal,Sales Partner,Alphacentric Advisors Llc,brian.deal@multifunds.com,787-334-1781,Manual List Upload
10867180,Inactive Investor,Christopher Hoose,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11213228,Inactive Investor,Brendan Rogan,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
10895430,Inactive Investor,Jason Driver,Financial Advisor,"Ameriprise Financial Services, LLC Rock Hill SC 1615 Progress Way",,,Salesforce
9598116,,Sharon Koh,,,sharon@1839am.com,,List import
10813452,Inactive Investor,Jacob Franco,Financial Advisor,"Wells Fargo Clearing Services, LLC El Paso TX 6175 Gateway Blvd W",jacob.franco@wellsfargo.com,,Salesforce
1003005,Inactive Investor,Alex Batlin,,Trustology,alex.batlin@trustology.io,,3rd Party Lead Gen
9552516,,Mark Fuhrman,,,markfuhrman12@voyafa.com,,List import
11211892,Inactive Investor,Ella Hennen,Associate Financial Advisor;Program Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",ella.hennen@ampf.com,,Salesforce
11217746,,Robert Klein,,,robert.f.klein@citi.com,,List Import
11117986,Inactive Investor,Stephen Black,Financial Advisor,"Ameriprise Financial Services, LLC Ridgefield CT Private Residence",stephen.r.black@ampf.com,,Salesforce
10840735,Inactive Investor,Matthew Turpin,Financial Advisor,Edward Jones Middlesboro KY 1012 N 12th St,matt.turpin@edwardjones.com,,Salesforce
11217522,,Zachary Weinstein,,,zachary.weinstein@citi.com,,Other
10755235,Inactive Investor,Cassandra Waitkunas,Branch Manager;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Canton OH 4455 Dressler Rd NW,cassandra.waitkunas@morganstanley.com,,Salesforce
10696321,,Manuel DEL,,INSIGNEO SECURITIES LLC,mdelcanal@oceanfinancial.com,,List Import
11036886,Inactive Investor,Michael Krochalis,,PFS Investments Inc. Denver CO 1776 S Jackson St,michael.krochalis@primerica.com,,Salesforce
10946914,Inactive Investor,Kristi Acree,Financial Professional,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",kacree@financialguide.com,,Salesforce
352721,,Jessica Sorg,Director,"Legacy Capital Wealth Partners, Llc",jessicas@lcgar.com,501-376-7878,Manual List Upload
10997784,Inactive Investor,Jennifer Laverghetta,,Edward Jones Lenoir City TN 730 Hwy 321 N,jennifer.laverghetta@edwardjones.com,,Salesforce
10963199,Inactive Investor,Michelle Houston,,J.P. Morgan Securities LLC Goshen NY 100 Canal St,michelle.rosehouston@chase.com,,Salesforce
9591224,,Akos Herczenik,,,herczenik.akos@gmail.com,,List import
11125778,Inactive Investor,Michael Gandolfini,,LPL Financial LLC Rocky Hill CT 2189 Silas Deane Hwy,michael.gandolfini@lpl.com,,Salesforce
10928615,Inactive Investor,Ryan Norton,,"Cambridge Investment Research, Inc. Marion IA 880 13th St",,,Salesforce
11082054,Inactive Investor,Paul Krsek,Chief Executive Officer;Chief Investment Officer;Co-Founder,"5T Wealth, LLC",,,Salesforce
11178840,Inactive Investor,Ashton Urda,,LPL Financial LLC Napa CA 1001 2nd St,ashton.j.urda@lpl.com,,Salesforce
11138252,Inactive Investor,Randy Barmache,,"American Trust Investment Services, Inc. Thousand Oaks CA 4035 E Thousand Oaks Blvd",r.barmache@amtruinvest.com,,Salesforce
11107765,Inactive Investor,Denise Williams,Chief Compliance Officer;Chief Operating Officer;Vice Chairman,Clark Capital Management Group Inc Philadelphia PA 1650 Market St,dwilliams@ccmg.com,,Salesforce
10899974,Inactive Investor,John Laudadio,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",john.laudadio@cunamutual.com,,Salesforce
11206334,Inactive Investor,Julie Redfern,,NYLIFE Securities LLC Billings MT 178 S 32nd St W,jredfern@ft.newyorklife.com,,Salesforce
10927948,Inactive Investor,Ryan Eller,,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",ryan.eller@nm.com,,Salesforce
10894542,Inactive Investor,Michael Lewis,Chief Compliance Officer,Lewis Advisory Group,mike@lewisadvisorygroup.com,,Salesforce
11175680,Inactive Investor,Neal Facciuto,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",neal.facciuto@schwab.com,,Salesforce
9566218,,Jonathan Munson,,,jonathan.munson@thrivent.com,,List import
10948906,Inactive Investor,Matthew Villers,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10855115,Inactive Investor,Daniel Kostaroff,Executive Committee Member;Owner;President,LSIA,dkostaroff@lsinvestmentadvisors.com,,Salesforce
11153780,Inactive Investor,Joey Ryburn,,State Farm VP Management Corp.,,,Salesforce
9545082,,Joseph Silverberg,,,jobrwn8@hotmail.com,,List import
231228,, -,,[Unknown],tonybam70@gmail.com,,
11185396,Inactive Investor,David Reyes,Chief Financial Architect;Founder;Investment Advisor Representative;Regulatory Contact,Reyes Financial Architecture Inc.,david@reyesplan.com,,Salesforce
6757,,Francis Wisniewski,,[[Unknown]],cboewiz@aol.com,,Initial Salesforce Import
11098265,Inactive Investor,Roger Anderson,Financial Advisor,Key Investment Services LLC Rochester NY 3225 Monroe Ave,roger_anderson@kisinvestments.com,,Salesforce
9601387,,Ryan Hawk,,,rhawk@hbksorce.com,,List import
10928714,Inactive Investor,Cliff Sulcer,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,cliff.sulcer@fmr.com,,Salesforce
10859224,Inactive Investor,Shandalyn Garrett,,PNC Investments Houston TX 2200 Post Oak Blvd,shandalyn.garrett@pnc.com,,Salesforce
11192840,Inactive Investor,Cheryl Tompkins,,"MML Investors Services, LLC Cape Coral FL Private Residence",,,Salesforce
10894882,Inactive Investor,David Murray,Financial Advisor,"Voya Financial Advisors, Inc. Portland ME 188 State St",david.murray@voyafa.com,,Salesforce
10766410,Inactive Investor,Henry Boyce,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,worth.boyce@ubs.com,,Salesforce
11187963,Inactive Investor,Zachary Hogentogler,Financial Advisor,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",zhogentogler@financialguide.com,,Salesforce
11174007,Inactive Investor,Sarah Araya,,"Osaic Wealth, Inc. Fort Lauderdale FL 2699 Stirling Rd",,,Salesforce
11026209,Inactive Investor,Jesus Garza,Registered Principal,"Osaic Wealth, Inc. San Antonio TX 111 Soledad St",,,Salesforce
10909339,Inactive Investor,Michael Voltz,Chief Compliance Officer;President,Voltz Asset Management Inc.,,,Salesforce
339753,,Ronald Schrager,Vice President Of Sw7 Partners Gp Llc,"Eightfold Real Estate Capital, L.p.",rschrager@eightfoldcapital.com,305-503-4050,Manual List Upload
10935772,Inactive Investor,Robert White,,"Farmers Financial Solutions, LLC Greenfield CA 108 El Camino Real",bwhite4@farmersagent.com,,Salesforce
11022475,Inactive Investor,Colleen Padoleski,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",colleen.padoleski@nm.com,,Salesforce
9550160,,Amarish Mehta,,,amehta@tenorcapital.com,,List import
10494438,,Michael Pendleton,"Member, Shareholder","Daniels & Erickson Financial Advisors, LLC",mc_pendleton@yahoo.com,,List Import
9557116,,Scott Pittman,,,spittman@calton.com,,List import
10936421,Inactive Investor,Mark Weg,Financial Advisor,LPL Financial LLC Staten Island NY 26 Watchogue Rd,mark.weg@lpl.com,,Salesforce
3948913,,Amancio Junior,,,netanojohhny@gmail.com,,Web Form Fillout
9602744,,Adam Makkai,,,amakkai@metlife.com,,List import
11134822,Inactive Investor,Daniel Thouvenot,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,daniel.thouvenot@fidelity.com,,Salesforce
11033337,Inactive Investor,Frederick Magenheimer,Financial Advisor,LPL Financial LLC Canby OR 486 NW 2nd Ave,mitch.magenheimer@lpl.com,,Salesforce
11194844,Inactive Investor,Luis Vergara,,PFS Investments Inc. Miami FL 7955 NW 12th St,lvergara@primerica.com,,Salesforce
11118199,Inactive Investor,Carlo Mendoza,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",carlo.mendoza@ml.com,,Salesforce
227700,, -,,[Unknown],paulleemx@gmail.com,,
10923482,Inactive Investor,Brendan Stone,Financial Advisor,LPL Financial LLC Walnut Creek CA 1735 N Broadway,brendan.stone@lpl.com,,Salesforce
9641457,,moshe Fisher,,,mosheafisher@gmail.com,,List import
10791689,Inactive Investor,Douglas Shrieve,Advisor;Chief Compliance Officer;Financial Consultant;Member,"Gimbal Financial, LLC",dshrieve@gimbalfinancial.com,,Salesforce
9582707,,Aster Getahun,,,aster@sidneyfinkelsteinpa.com,,List import
10879322,Inactive Investor,Renato Dos Santos,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9586484,,Jack Owens,,,jack@jeowens.com,,List import
10873315,Inactive Investor,Ryan Billups,,GuideStone Financial Services,ryan.billups@guidestone.org,,Salesforce
368124,,Bill Leung,Vice President,,bill.leung123@gmail.com,,Webinar
10913097,Inactive Investor,Derek Hoggett,Chief Compliance Officer;Chief Executive;Chief Executive Officer;Chief Investment Officer,Investa Asset Management LLC,derek.hoggett@investa.com,,Salesforce
9556825,,Shane Donoher,,,shane@assetsdigital.agency,,List import
10919966,Inactive Investor,Aaron Kliethermes,Financial Advisor,Edward Jones Columbia MO 2509 Bernadette Dr,aaron.kliethermes@edwardjones.com,,Salesforce
11149256,Inactive Investor,Gregory Schultze,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orland Park IL 15424 S Harlem Ave",gregory.a.schultze@ampf.com,,Salesforce
10794564,Inactive Investor,Sheila Leblanc,,LPL Financial LLC Thibodaux LA 501 Canal Blvd,sheila.leblanc@lpl.com,,Salesforce
350585,,Deborah Imperatore,Fund Manager,"Himco, Llc",dimperatore@hampshireco.com,973-292-9595,Manual List Upload
10888870,Inactive Investor,Sharon Bowen,,Snowden Account Services LLC Pittsburgh PA 2000 Smallman St,sbowen@snowdenlane.com,,Salesforce
10835753,Inactive Investor,Anthony Leonardi,,"Osaic FA, Inc. Sandy Hook CT Private Residence",anthony.leonardi@lfg.com,,Salesforce
11222745,,Flaurine St Louis,,,fstlouis@taconiccap.com,,List Import
214612,,Erik Grabowski,,[Unknown],erikgrabowski73@gmail.com,,source
10997944,Inactive Investor,Connor Barresi,,"Robinhood Financial, LLC",connor.barresi@robinhood.com,,Salesforce
10998520,Inactive Investor,Hicham Nasreddine,Chief Investment Officer,Emerald Blue Advisors,,,Salesforce
11050865,Inactive Investor,David Fowler,,"Empower Financial Services, Inc Ludlow MA Private Residence",david.fowler@empower.com,,Salesforce
10988409,Inactive Investor,Michael McDonough,Lead Advisor,"Brokers International Financial Services, LLC.",mmcdonough@brokersifs.com,,Salesforce
206714,,Corby Pryor,,[Unknown],corby@witter.nyc,,Other
10908272,Inactive Investor,Scott Alford,Financial Advisor,Edward Jones Prince Frederick MD 162 Main St,scott.alford@edwardjones.com,,Salesforce
11211476,Inactive Investor,Austin Lewis,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",austin.j.lewis@nm.com,,Salesforce
10976615,Inactive Investor,Chang Kim,,J.P. Morgan Securities LLC Diamond Bar CA 2717 S Diamond Bar Blvd,shane.kim@jpmorgan.com,,Salesforce
11232956,Inactive Investor,Ken Nguyen,,"Wells Fargo Clearing Services, LLC Peoria AZ 8281 W Lake Pleasant Pkwy",,,Salesforce
11008301,Inactive Investor,Matthew Bell,,LPL Financial LLC Salt Lake City UT 1 S Main St,matthew.bell@lpl.com,,Salesforce
348787,,Donald Crider,Managing Member,"Georgia Wealth Partners, Llc",dcrider@georgiawealthpartners.com,678-510-5280,Manual List Upload
10938474,Inactive Investor,Bryan Hines,Financial Advisor,Edward Jones Wichita Falls TX 1401 Holliday St,bryan.hines@edwardjones.com,,Salesforce
10978081,Inactive Investor,Antonio Cortez,,PFS Investments Inc. San Diego CA 3954 Murphy Canyon Rd,,,Salesforce
66888,,Michel Ange Lucas,,United States,angemichel94@yahoo.com,,
11038668,Inactive Investor,Nathan Fletcher,Financial Advisor,LPL Financial LLC Muncie IN 320 S High St,nathan.fletcher@lpl.com,,Salesforce
10869495,Inactive Investor,Jose Velasco,Executive Partner;Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",miguel.velasco@equitable.com,,Salesforce
238751,,weller218@gmail.com weller,,[Unknown],weller218@gmail.com,,
10832857,Inactive Investor,Gustavo Gertzenstein,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10770776,Inactive Investor,James Froehlich,,"Concourse Financial Group Securities, Inc.",james.froehlich@concoursefinancial.com,,Salesforce
10757067,Inactive Investor,Harry Clark,Director;Executive Chairman,Clark Capital Management Group Inc Philadelphia PA 1735 Market St,hclark@ccmg.com,,Salesforce
10998333,Inactive Investor,Juan Lopez-Ona,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
10878877,Inactive Investor,Derek Ralston,Investment Advisor Representative,"NCM Capital Management, LLC",derek@theadvisory.com,,Salesforce
10644493,,George Walden,,,george.drasmussen1@farmersagency.com,,List Import
11001188,Inactive Investor,Conwell Sylakhom,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,conwell.sylakhom@primerica.com,,Salesforce
11178610,Inactive Investor,Robert Peralta,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",robert.peralta@schwab.com,,Salesforce
11076969,Inactive Investor,Lindsay Bennett,Client Solutions Specialist;Financial Advisor,PNC Investments Princeton NJ 76 Nassau St,lindsay.bennett@pnc.com,,Salesforce
207970,,Justin Kaplan,Alternative Asset Analyst,[Unknown],kaplan.justin@pennmutualam.com, +1 215 956 8354,Database Upload
10851969,Inactive Investor,Joseph Branca,Financial Advisor,"Ameriprise Financial Services, LLC Fergus Falls MN 111 E Lincoln Ave",joseph.w.branca@ampf.com,,Salesforce
10487412,,James Traweek,,"CPMG, Inc.",jtraweek@cpmg-inc.com,,List import
10900789,Inactive Investor,Joseph Jones,Brokerage Director,"MML Investors Services, LLC Lehi UT 2901 W Blue Grass Blvd",jrjones@financialguide.com,,Salesforce
11261079,Inactive Investor,Thomas Green,,PFG Advisors Austin TX 13609 N Interstate 35,,,Salesforce
9612340,,Sergei Andronikov,,,aa@ligopartners.com,,List import
11065223,Inactive Investor,Gina Stauffer,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",gina.stauffer@nm.com,,Salesforce
10967643,Inactive Investor,Kevin Fisher,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10558868,,kyle lorence,,,kyle.lorence6@gmail.com,,Web Form Fillout
11006563,Inactive Investor,Philip Strunk,,Commonwealth Financial Network Dallas TX 12222 Merit Dr,pstrunk@commonwealth.com,,Salesforce
11103532,Inactive Investor,Nicholas Yeakle,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder,NobleYield,,,Salesforce
11077752,Inactive Investor,Ryan Snodgrass,Financial Advisor,Edward Jones Marshall MN 311 S Oconnell St,ryan.snodgrass@edwardjones.com,,Salesforce
10849370,Inactive Investor,Douglas Frevert,,"Raymond James Financial Services, Inc. West Palm Beach FL 2475 Mercer Ave",,,Salesforce
11011175,Inactive Investor,Alain Elkhoury,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,alain.elkhoury@jpmorgan.com,,Salesforce
11158035,Inactive Investor,Tiffany Cao Sidoti,Financial Advisor,"Voya Financial Advisors, Inc. Houston TX 2925 Richmond Ave",tiffany.cao@voyafa.com,,Salesforce
11085768,Inactive Investor,James Nealis,,NYLIFE Securities LLC South Lake Tahoe CA Private Residence,jrnealis@ft.newyorklife.com,,Salesforce
10881193,Inactive Investor,Maureen Evans,Senior Client Service Associate,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,maureen.evans@ubs.com,,Salesforce
10787496,Inactive Investor,David Viane,Private Client Advisor,J.P. Morgan Securities LLC Farmington MI 23309 Farmington Rd,david.viane@jpmorgan.com,,Salesforce
11098217,Inactive Investor,Jeanne Comer,,PNC Investments Cincinnati OH 11100 Reading Rd,jeanne.comer@pnc.com,,Salesforce
10790521,Inactive Investor,Philip McMurray,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwood SC 345 Bypass 72 NW",philip.mcmurray@wellsfargoadvisors.com,,Salesforce
10826012,Inactive Investor,Colette Bitzas,,"American Portfolios Financial Services, Inc.",cbitzas@americanportfolios.com,,Salesforce
11138024,Inactive Investor,Jasmine Sims,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jasmine_sims@vanguard.com,,Salesforce
9630164,,Ryan Parker,,,ryanpark88.rp@gmail.com,,List import
9605169,,Nikhil Lalvani,,,nlalvani@delinvest.com,,List import
11054186,Inactive Investor,Abraham Robertson,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",abraham.robertson@ampf.com,,Salesforce
11036863,Inactive Investor,Merlyn Lirio,,PFS Investments Inc. National City CA 22 W 35th St,merlyn.lirio@primerica.com,,Salesforce
11145145,Inactive Investor,Daniela Gerhard,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10882739,Inactive Investor,Carrie Ward,,Cetera Advisor Networks LLC Dayton OH 259 Regency Ridge Dr,wardc@ceteranetworks.com,,Salesforce
10801428,Inactive Investor,Richard Arduengo,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",,,Salesforce
10851298,Inactive Investor,Erich Schwerd,Investment Manager;Member,"CIGX, LLC",e.schwerd@ecigx.com,,Salesforce
10958054,Inactive Investor,Justin McCoy,,"Bankers Life Securities, Inc. Lincoln NE 1001 S 70th St",justin.mccoy@bankerslife.com,,Salesforce
10970538,Inactive Investor,Elizabeth Revenko,Wealth Manager,"Ensemble Capital Management, LLC",,,Salesforce
10911180,Inactive Investor,Chelsea Starkowski,,"Allstate Financial Services, LLC Winsted CT 40 Park Pl",chelseastarkowski@allstate.com,,Salesforce
10785634,Inactive Investor,Benjamin Blaisdell,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11032580,Inactive Investor,Kristina Holloran,,"Cambridge Investment Research, Inc. Ballwin MO 615 Shadowridge Dr",,,Salesforce
9615444,,Ingemar Martin,,,ingemarmartin0@gmail.com,,List import
11207462,Inactive Investor,Peter Hill,,"Samuel A. Ramirez & Company, Inc.",peter.hill@ramirezco.com,,Salesforce
9612689,,Michael Moran,,,mmoran1@allstate.com,,List import
10603760,,Kenneth Burgess,"Chief Investment Officer, Management Committee, Management Committee Member, Portfolio Manager",Systematic Financial Management LP,kburgess@sfmlp.com,201-708-1682,List import
10859046,Inactive Investor,Dennis Rowland,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",dennis.rowland@ampf.com,,Salesforce
10762506,Inactive Investor,Gelardina Maramonte,Vice President;Wealth Management Lending Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
9616568,,Shawn Wilderom,,,shawn.wilderom@gmail.com,,List import
10884610,Inactive Investor,Chad Cohen,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,chad.cohen@jpmorgan.com,,Salesforce
11103342,Inactive Investor,Buffy Mangus,,Cary Street Partners,buffy.mangus@carystreetpartners.com,,Salesforce
10818411,Inactive Investor,Jason Lee,,"Parkland Securities, LLC New Albany OH 6525 W Campus Oval",,,Salesforce
10820459,Inactive Investor,Charles Gray,,"MML Investors Services, LLC",cgray@massmutual.com,,Salesforce
10855795,Inactive Investor,Steven Dobler,Financial Advisor,"Stifel Independent Advisors, LLC Lithia FL 10511 Mary Rose Way",sdobler@stifelindependence.com,,Salesforce
10807113,Inactive Investor,James Nicholson,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,james.nicholson@opco.com,,Salesforce
10814493,Inactive Investor,Tony Proctor,Chief Compliance Officer;President,Proctor Financial Wellesley MA 66 Central St,t.proctor@proctorfinancial.com,,Salesforce
9545799,,Charlotte Smith,,,cmsmith1700@gmail.com,,List import
11208697,Inactive Investor,Jarrod Friedson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jarrod.friedson@schwab.com,,Salesforce
9624918,,andrew becker,,,smith@sent.com,,List import
9593520,,Kellie Cozzens,,,kcozzens@financialengines.com,,List import
86696,,Joseph Kiely,"President, CEO","Kiely Wealth Advisory Group, Inc.",jkiely@thekielygroup.com,252-439-1888,Manual List Upload
10850951,Inactive Investor,James Eller,Financial Advisor,LPL Financial LLC San Antonio TX 8000 IH 10 W,james.eller@lpl.com,,Salesforce
11069572,Inactive Investor,Hunter Hickey,,"Northwestern Mutual Investment Services, LLC Reno NV 200 S Virginia St",hunter.hickey@nm.com,,Salesforce
10956566,Inactive Investor,Sunshine Maroney,Premier Banker,"Wells Fargo Clearing Services, LLC Seattle WA 800 SW 152nd St",,,Salesforce
10777889,Inactive Investor,Sung Choi,,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,sung.choi@us.hsbc.com,,Salesforce
10900714,Inactive Investor,Kendra Biller,Financial Advisor,"JGP Wealth Management, LLC",kbiller@jgpwealth.com,,Salesforce
11218620,,William Morrissey,,,wmorrissey@cadaretgrant.com,,Other
10785240,Inactive Investor,Christie Treat,Senior Investment Associate,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",christie.treat@rbc.com,,Salesforce
11019647,Inactive Investor,Troy Davis,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9552510,,Mark Kutzin,,,mkutzin@angelogordon.com,,List import
10869414,Inactive Investor,Jennifer Filkins,Manager,Key Investment Services LLC,jfilkins@kisinvestments.com,,Salesforce
10909046,Inactive Investor,Brian Goetz,,State Farm VP Management Corp. Coeur D Alene ID 840 W Kathleen Ave,brian.goetz.jxed@statefarm.com,,Salesforce
143143,,tal alroy,,none,d1talroy@gmail.com,9.72526E+11,
10770884,Inactive Investor,Lorne Keller,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley New York NY 399 Park Ave,lorne.keller@morganstanley.com,,Salesforce
232525,, -,,[[Unknown]],luis1969costa@hotmail.com,,
10850418,Inactive Investor,Samuel Barker,Financial Advisor,Edward Jones Tulsa OK 10108 E 79th St,sam.barker@edwardjones.com,,Salesforce
11142060,Inactive Investor,Marcus Alley,,Cetera Advisors LLC Cleveland TN Private Residence,marcus.alley@ceteraadvisors.com,,Salesforce
10966833,Inactive Investor,Kyle Thompson,Chief Compliance Officer;Financial Planner;Founder,Leetown Advisors,,,Salesforce
170180,,Emil Henriksson,,[Unknown],emil.henriksson83@live.com,,Paid Social
11201196,Inactive Investor,Janet Schorey,Investment Advisor Representative;President,Portlandia Investment Management,,,Salesforce
11008358,Inactive Investor,Richard Rosenthal,,"Securities Management & Research, Inc. Lansing MI Private Residence",,,Salesforce
9639397,,Marc Nadas,,,marc@hbk.ch,,List import
10820717,Inactive Investor,Vincent Fishbaugh,Chief Executive Officer;President,StyleTrack Investment Advisors,vince@styletrackinvest.com,,Salesforce
11204415,Inactive Investor,Margaret Sucre'-Vail,Chief Compliance Officer;President;Wealth Advisor,Sucre'-Vail Wealth Advisors,margaret@sucrevailwa.com,,Salesforce
11150742,Inactive Investor,Jeffrey Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",jeffrey.t.jones@wellsfargoadvisors.com,,Salesforce
11180662,Inactive Investor,Guillermo Olmedillo,Regional Vice President,PFS Investments Inc. Miami FL 9360 SW 72nd St,guillermo.olmedillo@primerica.com,,Salesforce
11084550,Inactive Investor,Kristi Traylor,Financial Advisor,Morgan Stanley Fort Worth TX 201 Main St,kristi.traylor@morganstanley.com,,Salesforce
11104254,Inactive Investor,Daniel Suiter,Financial Planner;Vice President,"The Schamber Group, Inc.",dan@schambergroup.com,,Salesforce
10798241,Inactive Investor,John Gannon,,NYLIFE Securities LLC North Wales PA 515 W Walnut St,jjgannon@ft.newyorklife.com,,Salesforce
9608269,,Rami Gal,,,ramireddygali1@gmail.com,,List import
11101872,Inactive Investor,Alphonso Brady,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,abrady@ft.nyl.com,,Salesforce
11216855,,Alan Parker,,,alan.parker@ampf.com,,List Import
10615500,,Ronald Valinotti,"Financial Advisor, Senior Portfolio Manager, Vice President",,ronald.valinotti@morganstanley.com,,List Import
10978430,Inactive Investor,Jarrett Suddarth,Financial Advisor,Panoramic Financial Lincoln NE Private Residence,jarrett@panoramicfinancial.com,,Salesforce
344001,,David Churchill,Chief Operating Officer,Brown Advisory Investment Solutions Group Llc,churchill@brownadvisory.com,410-537-5400,Manual List Upload
11205537,Inactive Investor,Michelle Correa,,J.P. Morgan Securities LLC Orlando FL 4167 W Town Center Blvd,michelle.correa@jpmorgan.com,,Salesforce
11054954,Inactive Investor,Candice Friedland,,"American Portfolios Financial Services, Inc. Lynbrook NY 303 Merrick Rd",cfriedland@americanportfolios.com,,Salesforce
11047163,Inactive Investor,John Melvin,Owner,"Dartmouth Capital Advisors, Inc.",,,Salesforce
11213220,Inactive Investor,Patricia Flagg,,"Avantax Investment Services, Inc. Gardiner ME 6 Central Maine Xing",flaggp@myavantax.com,,Salesforce
11114039,Inactive Investor,John Desalva,,Cetera Advisor Networks LLC Georgetown CT 73 Redding Rd,desalvaj@ceteranetworks.com,,Salesforce
9589945,,Douglas Lynch,,,dlynch@lynchfinancialgroup.com,,List import
11115845,Inactive Investor,Josh Fussy,,Cetera Advisor Networks LLC Hopkins MN 130 Cheshire Ln,,,Salesforce
11069092,Inactive Investor,Christa Canavan,Financial Advisor,Commonwealth Financial Network Medway MA 165 Main St,ccanavan@commonwealth.com,,Salesforce
226996,, -,,[Unknown],petersend@yahoo.com,,
10853226,Inactive Investor,Cory Bittner,,"HighTower Securities, LLC Mission KS 1900 Shawnee Mission Pkwy",cory.bittner@hightoweradvisors.com,,Salesforce
10861929,Inactive Investor,Lawrence Bevis,,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,lawrence.bevis@ubs.com,,Salesforce
9551300,,Daniel Burkott,,,daniel.burkott@voya.com,,List import
10876184,Inactive Investor,Katrina Helle,Financial Advisor,Edward Jones Waterloo IA 211 E San Marnan Dr,katrina.helle@edwardjones.com,,Salesforce
10937801,Inactive Investor,Kimberly Dennin,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,kimberly.pickeral@primerica.com,,Salesforce
11140596,Inactive Investor,Jean Gannon,Managing Director - Wealth Management,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,jean.gannon@ubs.com,,Salesforce
10843959,Inactive Investor,Jason Crane,Chief Compliance Officer;Managing Director;Managing Partner,"Capital West Partners, LLC",jcrane@capitalwestpartners.com,,Salesforce
10909932,Inactive Investor,Frank Crosby,Owner,Jamerson-Crosby Investment Advisors LLC,,,Salesforce
11050071,Inactive Investor,Ted Earle,Owner,Ted C. Earle,,,Salesforce
10941679,Inactive Investor,Tony Harutyunian,,"Wells Fargo Clearing Services, LLC Los Angeles CA 11836 San Vicente Blvd",tony.harutyunian@wfadvisors.com,,Salesforce
128677,,Kevin Kingston,,Savant Wealth Management,kkingston@savantcapital.com,,
10895327,Inactive Investor,Kelly Gillikin,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10952912,Inactive Investor,John Morgan,Investment Advisor,Blacktower Financial Management (US) LLC New York NY 125 Park Ave,john.morgan@blacktowerfm.com,,Salesforce
187146,,Fabio Mattos,,[Unknown],fmattos@mac.com,,source
11000939,Inactive Investor,Forrest Minx,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
211348,,Hank Naughton,Attorney,Napoli Shkolnik Law,hnaughton@napolilaw.com,,Content
3415467,,Deborah Manning,,,debbysmanning@outlook.com,,Web Form Fillout
9642898,,paul DeBusschere,,,pilotpaul@gmail.com,,List import
11136425,Inactive Investor,James Coshun,,"LaSalle St Securities, L.L.C. Mesa AZ 10714 E Tillman Ave",jcoshun@lasallest.com,,Salesforce
10847191,Inactive Investor,Susan Moffat,Chief Compliance Officer;Managing Member;President,"Curated Wealth Partners, LLC El Segundo CA 2321 Rosecrans Ave",sm@curatedwealthpartners.com,,Salesforce
10861852,Inactive Investor,Taylor Korb,,J.P. Morgan Securities LLC Houston TX 6560 Fannin St,taylor.korb@jpmorgan.com,,Salesforce
10646746,,Weston Millner,,,weston.m.millner@wellsfargo.com,,List Import
9619948,,Shanker Ramamurthy,,,sramamurthy60@hotmail.com,,List import
9549874,,Julia Maxwell,,,juliamaxwell100@gmail.com,,List import
10812129,Inactive Investor,Britton Jones,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",,,Salesforce
10954670,Inactive Investor,Steven Dillhoff,Financial Advisor,LPL Financial LLC Dayton OH 7026 Corporate Way,steven.dillhoff@lpl.com,,Salesforce
11170944,Inactive Investor,Lauren Erwin,,Wintrust Investments LLC Morris IL 201 Liberty St,lerwin@wintrustwealth.com,,Salesforce
11113606,Inactive Investor,Emily Bast,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",emily.bast@wfadvisors.com,,Salesforce
10797448,Inactive Investor,Corey Lorent,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,corey.lorent@fmr.com,,Salesforce
349976,,Sanjiv Mirchandani,Elected Manager,Fidelity Institutional Wealth Adviser LLC,sanjiv.mirchandani@fidelity.com,617-563-6986,
11049101,Inactive Investor,Timothy Knapp,,United Planners' Financial Services of America A Limited Partner Bothell WA 22722 29th Dr SE,,,Salesforce
11110036,Inactive Investor,Joann Palmere,,"Level Four Financial, LLC",jpalmere@levelfourfinancial.com,,Salesforce
11046600,Inactive Investor,Richard Albert,Private Wealth Advisor,Advisory Services Network West Palm Beach FL 700 S Rosemary Ave,,,Salesforce
6630982,,Rokon khalashi,,,hossenr316@gmail.com,,Web Form Fillout
11195607,Inactive Investor,David Loughlin,Assistant Vice President;Financial Advisor,"Citizens Securities, Inc.",david.loughlin@citizenssecurities.com,,Salesforce
10510135,,Autumn Soltysiak,Partner,Hemming& Wealth Management,autumn@hemmingwm.com,,List import
10870792,Inactive Investor,Peter Kane,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11062663,Inactive Investor,David Koldras,Financial Advisor,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",david.koldras@wellsfargoadvisors.com,,Salesforce
10979568,Inactive Investor,Heather Periana,Client Services Manager;Personal Banker,Key Investment Services LLC,heather.periana@key.com,,Salesforce
9559022,,James Ellowitch,,,jim.ellowitch@lfg.com,,List import
11012896,Inactive Investor,Keith Manning,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",keith.manning@prudential.com,,Salesforce
9571068,,Daniel Oudiz,,,oudizdaniel@gmail.com,,List import
9569289,,Richard Hoyt,,,rhoyt@analyticsllc.net,,List import
9577399,,Jennifer Lewis,,,jennifer.lewis@transamerica.com,,List import
10925471,Inactive Investor,Nabila Khan,Registered Client Associate,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",,,Salesforce
10811692,Inactive Investor,Mark Reilly,,"David Lerner Associates, Inc.",,,Salesforce
10824044,Inactive Investor,Ryan Genz,Financial Advisor,Edward Jones Sycamore IL 1170 Dekalb Ave,ryan.genz@edwardjones.com,,Salesforce
11261209,Inactive Investor,Arley Gonzalez,,"Koa Wealth Management, LLC San Diego CA Private Residence",,,Salesforce
9632843,,Lewis Koflowitz,,,lewkof@hotmail.com,,List import
10758308,Inactive Investor,Scott Nash,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",snash3@ml.com,,Salesforce
10619703,,Jay Warren,,,jay.warren@ihtwm.com,,List Import
11183859,Inactive Investor,James Cain,Director,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,,,Salesforce
10832075,Inactive Investor,Americo Santella,Senior Vice President,"Wells Fargo Clearing Services, LLC Philadelphia PA 2227 S Broad St",rick.santella@wellsfargo.com,,Salesforce
11199091,Inactive Investor,Kevin Karrh,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",,,Salesforce
11073160,Inactive Investor,John Thompson,Chief Compliance Officer;President,Invest Inc.,,,Salesforce
11046056,Inactive Investor,Julia Eggleston,,LPL Financial LLC Cedar Rapids IA 915 Bell Dr SW,julia.chavez@lpl.com,,Salesforce
10884375,Inactive Investor,Brian Kessler,,Citigroup Global Markets Inc.,brian.kessler@citigroup.com,,Salesforce
11157376,Inactive Investor,Jaime Arrastia,,Rothschild & Co US Inc.,,,Salesforce
10514596,,Michael Jones,,SBC Global,michael.l.jones@sbcglobal.net,,List Import
10494253,,D B,,,team@dbnewswire.com,,Web Form Fillout
11153494,Inactive Investor,Vincent Thornton,Financial Advisor,"Citizens Securities, Inc. Pittsburgh PA 525 William Penn Pl",vincent.thornton@ccoinvest.com,,Salesforce
11073594,Inactive Investor,Gregory Zini,Senior Vice President - Investments;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Concord NH 70 Commercial St",greg.zini@benjaminfedwards.com,,Salesforce
10767622,Inactive Investor,William Sydor,Regional Vice President,Householder Group Estate & Retirement Specialists University Place WA 6927 Lakewood Dr W,bsydor@householdergroup.com,,Salesforce
11066600,Inactive Investor,Andrea Gibbons,,"Ameritas Investment Company, LLC Toledo OH 3400 Executive Pkwy",andrea.gibbons@ameritas.com,,Salesforce
11233299,Inactive Investor,Michael Mcmurtry,,"Fifth Third Securities, Inc. Hendersonville TN 1044 Glenbrook Way",michael.mcmurtry@53.com,,Salesforce
9543979,,Shamim Kabir,,,oni.kabir@gmail.com,,List import
11136551,Inactive Investor,Lorin Rollins,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10780888,Inactive Investor,Dean Russo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Medford OR Private Residence",dean.russo@schwab.com,,Salesforce
10596835,Inactive Investor,Dean Kunihiro,Financial Advisor,Dean Kunihiro,,,Salesforce
345893,,Trent Bowers,Member And Chief Investment Strategist,"Narus Financial Partners, Llc",trent@narusfinancial.com,866-534-0530,Manual List Upload
11174466,Inactive Investor,Thomas Stewart,Financial Advisor,Edward Jones Willis TX 604 W Worsham St,thomas.stewart@edwardjones.com,,Salesforce
11100519,Inactive Investor,Jorel Aaron Pasahol,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10789681,Inactive Investor,Maryann Distasio,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",distasiom@stifel.com,,Salesforce
10994535,Inactive Investor,Casey Barraza,,"Spartan Capital Securities, LLC",,,Salesforce
10967893,Inactive Investor,Eoghan Shields,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10763217,Inactive Investor,Robert Morgan,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Walnut Creek CA 1880 Tice Valley Blvd",robert.morgan1@wellsfargoadvisors.com,,Salesforce
11187256,Inactive Investor,Daniel Shannon,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,daniel.shannon@morganstanley.com,,Salesforce
11091048,Inactive Investor,Rory Glenn,Chief Revenue Officer;Managing Director,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",rory.b.glenn@ccoinvest.com,,Salesforce
10864117,Inactive Investor,Jordan Szekely,Chief Compliance Officer;Managing Member,"Cherrydale Wealth Management, LLC New York NY 17 Stuyvesant St",jszekely@cherrydalewm.com,,Salesforce
10950662,Inactive Investor,Brandon Hobson,Chief Compliance Officer;Chief Investment Officer;Director - Investments,PracticeCFO Investments,brandon.hobson@practicecfo.com,,Salesforce
10856329,Inactive Investor,David Lutsch,,"Cambridge Investment Research, Inc. Oak Brook IL 2625 Butterfield Rd",,,Salesforce
9642635,,Douglas LeConey,,,deleconey@gmail.com,,List import
183970,,Craig McChesney,,[Unknown],auto@craigmcc.com,,Other
10866383,Inactive Investor,Antonette Consalvi,,State Farm VP Management Corp. Chicago IL 200 S Michigan Ave,antonette.consalvi.hawv@statefarm.com,,Salesforce
11134392,Inactive Investor,Gerry Huckaby,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10828939,Inactive Investor,Daniel Knake,,Momentum Independent Network Inc. Conroe TX Private Residence,dknake@hilltopnetwork.com,,Salesforce
10961817,Inactive Investor,Thomas Callaway,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10947213,Inactive Investor,Bryan Keller,Chief Compliance Officer;Founder;President,Social Impact Investments Inc.,bryan.keller@socialimpactinvestments.com,,Salesforce
10878217,Inactive Investor,Thomas Hosty,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",thomas.hosty@schwab.com,,Salesforce
9636937,,Edward Foss,,,efoss@mdtadvisers.com,,List import
10818995,Inactive Investor,Michele Litwinski,Client Advisor;Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,michele.litwinski@ubs.com,,Salesforce
10933099,Inactive Investor,Michael Short,,"Allstate Financial Services, LLC Morris Plains NJ 999 Tabor Rd",mshort@allstate.com,,Salesforce
10978550,Inactive Investor,Alejandro Gacita Diaz,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,agacita-diaz@primerica.com,,Salesforce
11189644,Inactive Investor,Jeffrey Ardantz,Financial Advisor,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",jeff.ardantz@raymondjames.com,,Salesforce
11033675,Inactive Investor,Kevin Gwozdz,,"Allstate Financial Services, LLC Fort Wayne IN 5721 Covington Rd",kevingwozdz@allstate.com,,Salesforce
11139424,Inactive Investor,Ari Frazer,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 5 E Germantown Pike",ari.m.frazer@ampf.com,,Salesforce
9601372,,Michael Ringler,,,mringler@hbksorce.com,,List import
9544074,,Arthur Feather,,,arthur.feather@transamerica.com,,List import
10835945,Inactive Investor,Michael Meniktas,Financial Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,michael.meniktas@ubs.com,,Salesforce
10949661,Inactive Investor,Hannah Racle,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
193030,,Paul Darrigo,,[Unknown],fedguy2@pacbell.net,,
6116226,,MOHAMMAD ALZAGHAL,,,hamudzagal@gmail.com,0778939005,Web Form Fillout
10659332,,David Chang,,,david.chang@jpmorgan.com,,List Import
10973766,Inactive Investor,William Serota,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",,,Salesforce
11069274,Inactive Investor,Anthony Tumea,,Cetera Financial Specialists LLC Downers Grove IL 6739 Bradley Ct,anthony.tumea@ceterafs.com,,Salesforce
9648165,,Ross Garing,,,rossgaring75@gmail.com,,List import
373017,,Geoff Gardner,,[Unknown],geoff@purdue.edu,,source
349073,,Brian Huber,Managing Member,"Bridgefront Capital, Llc",bhuber@bridgefront.capital,512-623-7700,Manual List Upload
9647199,,a k,,,azurevastness@gmail.com,,List import
9566929,,Thomas Tracy,,,thomas.tracy@fmr.com,,List import
11143935,Inactive Investor,Brendan Tucker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10870101,Inactive Investor,Ruben Munoz,,J.P. Morgan Securities LLC Laredo TX 10720 International Blvd,ruben.munoz@jpmorgan.com,,Salesforce
203350,,Terry Letsinger,,[Unknown],tletsinger@gmail.com,,
11136253,Inactive Investor,Cara Buettner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11070749,Inactive Investor,John Leacock,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",john.leacock@schwab.com,,Salesforce
11069130,Inactive Investor,Jacob Rivas,Financial Advisor,Commonwealth Financial Network San Antonio TX 1901 NW Military Hwy,jrivas@commonwealth.com,,Salesforce
9577196,,Gregg Ridge,,,gridge@sagefinancial.com,,List import
9565274,,Evan Kaplan,,,ekaplan@daintreeadvisors.com,,List import
10779959,Inactive Investor,Janice Arlington,Financial Advisor,"Ameriprise Financial Services, LLC Naperville IL 2323 Naperville Rd",janice.m.arlington@ampf.com,,Salesforce
10934553,Inactive Investor,Vincent Crapelli,Financial Advisor,"Ameriprise Financial Services, LLC Manasquan NJ 147 Union Ave",vincent.crapelli@ampf.com,,Salesforce
11024994,Inactive Investor,Maria Langan,,"Ameritas Investment Company, LLC",mlangan@ameritas.com,,Salesforce
9616402,,Oliver Blakey,,,oliver@ascensiveassets.com,,List import
10868144,Inactive Investor,Ralph Evans,Financial Advisor,LPL Financial LLC Orange Park FL 165 Wells Rd,ralph.evans@lpl.com,,Salesforce
9639526,,Barry Steichen,,,bsteichen@saintfrancis.com,,List import
10904924,Inactive Investor,Jay Ambroson,Chief Compliance Officer;President,Invictus Timing Service Ltd,jayaambroson@itslpro.net,,Salesforce
10854985,Inactive Investor,Christopher Schwartz,,J.P. Morgan Securities LLC Bronx NY 2130 Bartow Ave,christopher.schwartz@jpmorgan.com,,Salesforce
10967601,Inactive Investor,Brittany Waterson,Financial Advisor;Registered Associate,LPL Financial LLC Grand Blanc MI 8313 Holly Rd,brittany.waterson@lpl.com,,Salesforce
11093357,Inactive Investor,Nikhiltej Guddeti,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,nguddeti@rwbaird.com,,Salesforce
9544302,,John Nielsen,,,jnielsen@stratoswp.com,,List import
10617016,,Stephen Diltz,,,stephen_t_diltz@ml.com,,List Import
11192081,Inactive Investor,Capiz Calloway,,"Raymond James Financial Services, Inc. Atlanta GA 200 Ashford Ctr N",capiz.calloway@raymondjames.com,,Salesforce
11193282,Inactive Investor,Joshua Carstens,Financial Planner,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,jcarstens@rwbaird.com,,Salesforce
11156787,Inactive Investor,Cyril Friend,Financial Advisor,LPL Financial LLC Riverside IL 12 E Quincy St,cyril.friend@lpl.com,,Salesforce
10816567,Inactive Investor,James Pence,Financial Advisor;Vice President,Hilltop Securities Inc. Norman OK 704 Wall St,james.pence@hilltopsecurities.com,,Salesforce
10869006,Inactive Investor,Antonio Rodriguez-Lopez,,PFS Investments Inc. Arecibo PR 11 Calle Gonzalo Marin,antonio.rodriguezlopez@primerica.com,,Salesforce
11255539,Inactive Investor,Mercedes Petrellis,Financial Planner;Investment Advisor,"Comprehensive Investment Management, LLC North Wales PA Private Residence",mercedes@cimontheweb.com,,Salesforce
10837780,Inactive Investor,Gerald Dahlander,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,gdahlander@rockco.com,,Salesforce
2062460,,Nurradin Abdo,,,nidoabdo@gmail.com,,
373267,,Eric Zijdenbos,,[Unknown],zijdenboseric@gmail.com,,source
10881064,Inactive Investor,Craig Selimotic Danforth,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",,,Salesforce
10913437,Inactive Investor,Chun Mei Chen,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,cmchen@ft.newyorklife.com,,Salesforce
9582174,,David Johnson,,,davejohnsonjr@gmail.com,,List import
10839603,Inactive Investor,Jon Blair,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",jon.blair@raymondjames.com,,Salesforce
9637378,,Jim Hall,,,ironcustoms@hotmail.com,,List import
11114534,Inactive Investor,Carlos Santos,,Morgan Stanley Miami FL 20807 Biscayne Blvd,carlos.santos@morganstanley.com,,Salesforce
10487020,,Ryan Stewart,"Managing Director, Wealth Partner",J.P. Morgan Securities LLC,ryan.j.stewart@jpmorgan.com,,List Import
11206826,Inactive Investor,Attar Chalif,,NYLIFE Securities LLC Plymouth MA 34 Main Street Ext,achalif@eaglestrategies.com,,Salesforce
9597597,,Andrea Cipriani,,,acipriani@newstatecp.com,,List import
9586464,,Taimia Ameer,,,taimiaameer@gmail.com,,List import
211656,,Cynthia Lo Bessette,SVP,Fidelity Investments,cynthia.lo.bessette@fmr.com,,Content
11211372,Inactive Investor,William Hall,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",bill.hall@tiaa.org,,Salesforce
11019133,Inactive Investor,Genevieve Kowalczyk,,The Huntington Investment Company Lakewood OH 15111 Detroit Ave,genevieve.kowalczyk@huntington.com,,Salesforce
10873010,Inactive Investor,Laura Flanagan,General Counsel,"BPP Wealth Solutions, LLC",lflanagan@bppwealth.com,,Salesforce
9548290,,Bernard Middleton,,,blmiddleton@me.com,,List import
11126778,Inactive Investor,Marifran Creed,Trustee,Provident Trust Company,,,Salesforce
10886846,Inactive Investor,Gregory Kenzik,,"Kestra Investment Services, LLC Beverly Hills CA 301 N Canon Dr",,,Salesforce
11130334,Inactive Investor,Joseph Grimaldi,,Morgan Stanley New York NY 1585 Broadway,joseph.grimaldi@morganstanley.com,,Salesforce
10812356,Inactive Investor,Patricia Howard,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",pat.howard@nm.com,,Salesforce
10989452,Inactive Investor,Jeffrey Schober,,"Osaic Wealth, Inc. Manhattan KS 215 Southwind Pl",,,Salesforce
10933425,Inactive Investor,Tyler Littlefield,Wealth Advisor,LPL Financial LLC Logan UT 1425 N 200 E,tyler.littlefield@lpl.com,,Salesforce
9632703,,Nikit Patel,,,nikitpatel@eiu.com,,List import
9607711,,J Duque,,,jerzyduque@hotmail.com,,List import
10841949,Inactive Investor,Marvin Deaver,,"USI Securities, Inc. Dallas TX 14241 Dallas Pkwy",marvin_deaver@usicg.com,,Salesforce
223673,,Kathy Gillen,,[Unknown],kathygillen@gmail.com,,Direct
10800271,Inactive Investor,Gregory Pearson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10482602,,Emre Guzin,,,emreguzin@gmail.com,,Web Form Fillout
11044184,Inactive Investor,Tyler Baer,Financial Advisor,Edward Jones Crawfordsville IN 218 Hamilton St,tyler.baer@edwardjones.com,,Salesforce
346512,,Gregory Defelice,Managing Member CCO,Defelice Capital Management Llc,gdefelice@defelicecapital.com,646-833-7684,Manual List Upload
10807385,Inactive Investor,Peter Stern,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Hanover NH 7 Allen St,peter.a.stern@morganstanley.com,,Salesforce
10868220,Inactive Investor,Tina Mesecher,,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,tina.mesecher@ubs.com,,Salesforce
11041287,Inactive Investor,Grace Karisli,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,grace.karisli.lxlr@statefarm.com,,Salesforce
11116033,Inactive Investor,Hunter Rieth,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,hunter.rieth@fmr.com,,Salesforce
333909,,Michael Psaros,"Managing Partner, limited Partner","Kps Capital Partners, Lp",mpsaros@kpsfund.com,212-338-5100,Manual List Upload
11004621,Inactive Investor,Brady Woelfel,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11051058,Inactive Investor,Drew Glantz,Financial Advisor,"Wells Fargo Clearing Services, LLC Spokane WA 41 W Riverside Ave",drew.glantz@wellsfargoadvisors.com,,Salesforce
10793944,Inactive Investor,Michael Morchower,,"Stifel, Nicolaus & Company, Incorporated Richmond VA 1021 E Cary St",,,Salesforce
11172711,Inactive Investor,Matthew Muralt,,"Northwestern Mutual Investment Services, LLC Bend OR 550 NW Franklin Ave",matt.muralt@nm.com,,Salesforce
11213048,Inactive Investor,Harold Lewis,,"Empower Financial Services, Inc",harold.lewis@empower.com,,Salesforce
5338951,,yut Fqtq,,,ciwos52817@nubotel.com,,Web Form Fillout
11125953,Inactive Investor,Patricia Rosson,Client Service Associate,Morgan Stanley Hot Springs National Park AR 4262 Central Ave,tricia.rosson@morganstanley.com,,Salesforce
236260,,Bandzak -,,Bandzak [[Unknown]],mban42@gmail.com,,
11219028,,Tatiana Eckel,,,teckel@seic.com,,Other
10979846,Inactive Investor,Robert Malik,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,rmalik01@ft.newyorklife.com,,Salesforce
10657190,,Scott Adamovich,,,scott.a.adamovich@chase.com,,List Import
93405,,Ramasamy Selvaraju,,Freelance Consultant,selvarajur@yahoo.com,9.17598E+11,
11073512,Inactive Investor,William Lemnitzer,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",william.lemnitzer@wellsfargoadvisors.com,,Salesforce
10954826,Inactive Investor,Justin Hyler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11018418,Inactive Investor,Jared Van Moorlehem,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",,,Salesforce
10820289,Inactive Investor,Samuel Morton,Financial Advisor,LPL Financial LLC Louisville KY 503 Washburn Ave,samuel.morton@lpl.com,,Salesforce
10505818,,Brian McGrath,investor,ribbit,brian@ribbitcap.com,203-490-9305,List import
10926820,Inactive Investor,Brooklyn Young,,Robert W. Baird & Co. Incorporated Wichita KS 8535 E 21st St N,byoung@rwbaird.com,,Salesforce
10914306,Inactive Investor,Joseph Pollard-Vithanage,Analyst;Portfolio Manager,Saratoga Research & Investment Management,joe@saratogarim.com,,Salesforce
10960456,Inactive Investor,Reymundo Contreras,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
339757,,Ian Fair,Director,Holowesko Partners Ltd.,ifair@holoweskofunds.com,242-362-7800,Manual List Upload
9544050,,Christopher Mayo,,,christopher.mayo@transamerica.com,,List import
10872871,Inactive Investor,Matthew Darpel,,"Independent Advisor Alliance, LLC Fort Mitchell KY 509 Centre View Blvd",,,Salesforce
11104761,Inactive Investor,Estefana Flores,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",estefana.flores@raymondjames.com,,Salesforce
10860570,Inactive Investor,Mavi Thorpe,Financial Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,mavi.thorpe@morganstanley.com,,Salesforce
10611720,,James Palavras,Wealth Management Advisor,,james.palavras@tiaa.org,,List Import
10825137,Inactive Investor,Angela Grabovsky,Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",angela.x.grabovsky@ampf.com,,Salesforce
10849452,Inactive Investor,Harry Sherdil,,LPL Financial LLC San Ramon CA 2010 Crow Canyon Pl,harry.sherdil@lpl.com,,Salesforce
10772449,Inactive Investor,William Sabo,Client Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",william.j.sabo@ml.com,,Salesforce
10867619,Inactive Investor,Michael Nickler,Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",michael.nickler@ampf.com,,Salesforce
10901047,Inactive Investor,Lily Mohre,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",lily.mohre@schwab.com,,Salesforce
11008260,Inactive Investor,Sharyl Morris,,"Kestra Investment Services, LLC Oklahoma City OK 12436 Saint Andrews Dr",,,Salesforce
8431843,,Alan Respicio,,,respicioalan81@gmail.com,0273429391,Web form fillout
10606277,,Arash Ganjian,"Member, Portfolio Manager",Gilder Gagnon Howe & Co. LLC,aganjian@gghc.com,212-424-0306,List import
10922764,Inactive Investor,Thanh Nguyen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",thanh.nguyen3@ml.com,,Salesforce
340738,,Kathleen Knaul,Financial Advisor,"Pinnacle Capital Management, Llc",kknaul@pinnacle-llc.com,315-234-9716,Manual List Upload
11231969,Inactive Investor,Roman Elmore,,"U.S. Bancorp Investments, Inc. Glenview IL 936 Harlem Ave",,,Salesforce
10872189,Inactive Investor,Trevor Eliason,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9615933,,Anik Chowdhury,,,anik_chy@yahoo.com,,List import
11070475,Inactive Investor,Audrey Pred,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",,,Salesforce
10855175,Inactive Investor,Deborah Higel,,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,deborah.higel@lplfinancial.com,,Salesforce
10794368,Inactive Investor,James Leyhew,Financial Advisor;Wealth Advisor,LPL Financial LLC Murfreesboro TN 630 S Church St,james.leyhew@lpl.com,,Salesforce
353283,,Math Prophecy,,The Math Prophecy LP,mathprophecy.ops@polychain.capital,,Other
9601857,,Angel Padilla,,,angelpadillah@gmail.com,,List import
10796305,Inactive Investor,Michael Howell,Financial Advisor,LPL Financial LLC Sparta IL 1101 N Market St,michael.howell@lpl.com,,Salesforce
10891555,Inactive Investor,Robert Sells,Financial Advisor,Edward Jones New Lebanon OH 580 W Main St,robert.sells@edwardjones.com,,Salesforce
156422,,Eric Scales,,[Unknown],eric.scales@mandiant.com,,source
11030267,Inactive Investor,Donna Lameka,,Cetera Advisor Networks LLC Cedar Lake IN Private Residence,donna.lameka@ceterawealth.com,,Salesforce
10949806,Inactive Investor,Duane Hall,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11026553,Inactive Investor,Noe Lumbreras,,"Allstate Financial Services, LLC Happy Valley OR 12900 SE 162nd Ave",noelumbreras@allstate.com,,Salesforce
10901535,Inactive Investor,Carlos Batista Gutierrez,,Neuberger Berman BD LLC,carlos.batista-gutierrez@nb.com,,Salesforce
11199205,Inactive Investor,Ryan Monge,Vice President,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
10925179,Inactive Investor,Darmel Fernandez,,Fidelity Brokerage Services LLC,darmel.fernandez@fidelity.com,,Salesforce
10797725,Inactive Investor,Paula Boyka,Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",,,Salesforce
10646831,,Ryan Groves,,,rgroves@sheltoncap.com,,List Import
11101705,Inactive Investor,Susan Marks,Private Client Advisor,J.P. Morgan Securities LLC Vernon Hills IL 1840 N Milwaukee Ave,sue.marks@jpmorgan.com,,Salesforce
9620552,,s l,,,slehner22@gmail.com,,List import
11110401,Inactive Investor,Carol Johnson,Investment Advisor,Prudent Man Investment Management,cjohnson@prudentman.com,,Salesforce
9612561,,Mark Kirincich,,,mkirincich@cabreracapital.com,,List import
11071587,Inactive Investor,William Kantner,Chief Compliance Officer;Owner;President;Senior Advisor,Chartered Advisory Group,,,Salesforce
10614221,,Robert Ritchie,Financial Advisor,,bobritchie9@aol.com,,List Import
11008079,Inactive Investor,Zachary Gibson,,Cetera Advisors LLC Morrisville PA 301 Oxford Valley Rd,zachary.gibson@ceteraadvisors.com,,Salesforce
10487570,,Jennifer Reynolds,Portfolio Associate,Morgan Stanley,jen.lyon@morganstanley.com,,List Import
10955979,Inactive Investor,Matthew Goodwin,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10776000,Inactive Investor,Donald Cavalcanto,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,dcavalcanto@janney.com,,Salesforce
10808303,Inactive Investor,Lawrence Messina,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,lawrence.messina@hilltopsecurities.com,,Salesforce
11205236,Inactive Investor,Danielle Bobo,,"Pruco Securities, LLC. Louisville KY 9300 Shelbyville Rd",danielle.bobo@prudential.com,,Salesforce
372398,,Herrieo Camille,,United States,camilleherrieo@gmail.com,,Salesforce
11155398,Inactive Investor,Rebecca Levy,Executive Director,Morgan Stanley,,,Salesforce
11024458,Inactive Investor,Michael Neill,Financial Advisor,Edward Jones Clyde OH 137 W Buckeye St,mike.neill@edwardjones.com,,Salesforce
11157795,Inactive Investor,Mark Smith,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
10829674,Inactive Investor,William Lymangood,Executive Director,Morgan Stanley Lisle IL 4225 Naperville Rd,william.lymangood.jr@morganstanley.com,,Salesforce
10750165,Inactive Investor,Devanand Persaud,,BMO Nesbitt Burns Securities Ltd.,,,Salesforce
9608345,,Kassandra Padron,,,kassandra@miamifipo.org,,List import
10658362,,Hardings Porri,,,hardings.porri@prudential.com,,List Import
10876450,Inactive Investor,Ryan Bailey,Wealth Advisor,Redwood Financial Network,rbailey@redwoodfn.com,,Salesforce
10955758,Inactive Investor,John Fleming,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",john.fleming@equitable.com,,Salesforce
10999187,Inactive Investor,Jason Hergenreder,Financial Advisor,Lincoln Investment,jhergenreder@lincolninvestment.com,,Salesforce
345924,,Alan Polsky,"EVP, Board Member",Colliers Securities Llc,apolsky@doughertymarkets.com,612-376-4000,Manual List Upload
200945,,robert pyrce,,[Unknown],robertpyrce@aol.com,,source
9552181,,Toby Hudson,,,thudson@streamam.com,,List import
10938857,Inactive Investor,Milan Madhani,,"Vanderbilt Securities, LLC Lombard IL 200 W 22nd St",,,Salesforce
10992090,Inactive Investor,Deon Cleveland,,United Planners' Financial Services of America A Limited Partner Independence IA 231 1st St E,ddcleveland@unitedplanners.com,,Salesforce
185428,,Thomas Johnson,,[Unknown],tcjmail@gmail.com,,source
9647232,,Downie Terence,,,terence@dacfp.com,,List import
10927685,Inactive Investor,Andrew Rogers,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10886665,Inactive Investor,Krystal Lopez,Senior Registered Associate,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,krystal.lopez@morganstanley.com,,Salesforce
11042349,Inactive Investor,Chelsea Cellamare,Financial Advisor,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",chelsea.cellamare@raymondjames.com,,Salesforce
229536,, -,,[[Unknown]],tim.tontis@gmail.com,,
11128412,Inactive Investor,Robert Haran,,"Parkland Securities, LLC Grosse Pointe Farms MI Private Residence",,,Salesforce
11058206,Inactive Investor,Aronissa Harris,,PFS Investments Inc. Philadelphia PA 1516 N 5th St,aronissa.reid@primerica.com,,Salesforce
11008992,Inactive Investor,David Rodriguez,,State Farm VP Management Corp. Richardson TX 1415 State St,david.rodriguez.mpkd@statefarm.com,,Salesforce
10688402,,Yekaterina Kartashova,,,ykartashova@gmail.com,,Web Form Fillout
11230621,Inactive Investor,Seth Sullivant,,"Pruco Securities, LLC. Naples FL 1575 Pine Ridge Rd",,,Salesforce
10829538,Inactive Investor,Caleb Tso,,"The Investment Center, Inc. Great Neck NY 5 Wilwade Rd",ctso@investmentctr.com,,Salesforce
11102213,Inactive Investor,Isaac Paden,,"Osaic Wealth, Inc. Fremont NE 1835 E Military Ave",,,Salesforce
11189815,Inactive Investor,Sarah Mullane Becker,,Park Avenue Securities LLC Pound Ridge NY 38 Westchester Ave,sarah_becker@glic.com,,Salesforce
9609830,,Markl Jenkins,,,markl.jenkins@protonmail.com,,List import
38354,,James Oconnor,"Chief Compliance Officer, Managing Member","O'Connor Capital Advisory, LLC",joc@occapadvisory.com,480-729-6260,
10895548,Inactive Investor,Louise Schwehr,,LPL Financial LLC Tualatin OR 12205 SW Tualatin Rd,louise.schwehr@lpl.com,,Salesforce
11039238,Inactive Investor,Philip Clesi,,General Securities Corp,,,Salesforce
10858168,Inactive Investor,Drew Dioguardi,,LPL Financial LLC Seaford NY 3887 Merrick Rd,drew.dioguardi@lpl.com,,Salesforce
11107387,Inactive Investor,Jeffrey Bush,Financial Professional,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",jbush@financialguide.com,,Salesforce
11192740,Inactive Investor,Duane Bogie,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",scott.bogie@wellsfargo.com,,Salesforce
9583149,,Bonnie Seagle,,,bonnie.seagle@suntrust.com,,List import
159917,,seojoon kim,,[Unknown],simon@hashed.com,,Paid Social
1750227,,Brijpal pal Jamnagar road merath,,,kumarnel515@gmail.com,,
11135670,Inactive Investor,Lindsey Cook Doss,Financial Advisor,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",lindsey.doss@raymondjames.com,,Salesforce
11020042,Inactive Investor,Mark Dragone,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10968341,Inactive Investor,Bella Genao Calvo,,J.P. Morgan Securities LLC Elmhurst NY 7906 Broadway,bella.d.genao@chase.com,,Salesforce
9595614,,Jenny Woodworth,,,jenny@bakerstreetadvisors.com,,List import
11004023,Inactive Investor,Grant Horton,,J.P. Morgan Securities LLC Madison WI 4225 E Towne Blvd,grant.horton@jpmorgan.com,,Salesforce
9610511,,Massimo Rodella,,,massimo.rodella@lyrique.com,,List import
10757100,Inactive Investor,Molly Summers,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",molly_summers@ml.com,,Salesforce
10466585,,Sharna Boyce,,,sharnaboyce809@gmail.com,,Web Form Fillout
11183551,Inactive Investor,Steven Stillwater,Financial Advisor;Portfolio Manager,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,steven.stillwater@morganstanley.com,,Salesforce
10999781,Inactive Investor,Matthew Fiore,Financial Advisor,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",matthewfiore@financialguide.com,,Salesforce
102374,,Brent Owens,"President, Director","Creative Financial Designs, Inc.",brent.owens@cfdinvestments.com,765-453-9600,Manual List Upload
3237409,,Nunnaphat Yuepuy,,Condition,ladbli25@gmail.com,662820705944,Web Form Fillout
10904969,Inactive Investor,Michael Short,Financial Advisor,LPL Financial LLC Maumee OH 1715 Indian Wood Cir,mike.short@lpl.com,,Salesforce
11046233,Inactive Investor,Kevin Ducie,Senior Vice President;Senior Wealth Strategy Associate,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,kevin.p.ducie@ubs.com,,Salesforce
10941204,Inactive Investor,Madison Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11028221,Inactive Investor,Jaqueline Serna,,J.P. Morgan Securities LLC Woodinville WA 13425 NE 175th St,jaqueline.serna@jpmorgan.com,,Salesforce
11144037,Inactive Investor,Laurie Turney,,GWN Securities Inc. Penfield NY Private Residence,lturney@gwnsecurities.com,,Salesforce
6284774,,Dara sok,,,pelippdara@gmail.com,,Web Form Fillout
10955144,Inactive Investor,Shawn Gage,,Innovation Partners LLC,sgage@innovationpartnersllc.com,,Salesforce
11102732,Inactive Investor,Jose Suarez,,J.P. Morgan Securities LLC New York NY 535 Columbus Ave,jose.e.suarez@chase.com,,Salesforce
10611114,,Lisa Montalto,"Senior Vice President, Wealth Management Advisor",,lisa_cerbone-montalto@ml.com,,List Import
10826705,Inactive Investor,Valerie Walter,Senior Financial Associate;Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",valerie.walter@rbc.com,,Salesforce
9615827,,Roger Harris,,,rgharris82@gmail.com,,List import
27,,,,,DavidMyers67432@mail.ru,,
10965759,Inactive Investor,Gregory Iaquinta,,PFS Investments Inc. Quakertown PA 101 E Mill St,giaquinta@primerica.com,,Salesforce
11008384,Inactive Investor,Mark Gregor,Financial Advisor,"Midwestern Securities Trading Company, LLC Saint Louis MO 1690 Lemay Ferry Rd",mgregor@midwesternsecurities.com,,Salesforce
9639517,,Samir Sidani,,,sidani.3@osu.edu,,List import
9615637,,Kelvien Kurniawan,,,kelvien.kurniawan@gmail.com,,List import
9615952,,Michael Gregory,,,me@moneyfreedom.de,,List import
10828527,Inactive Investor,Kelly Burkholder,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Harrisonburg VA 560 Neff Ave",kelly.burkholder@ampf.com,,Salesforce
10784035,Inactive Investor,Sherwin Najand,,"Truist Investment Services, Inc. Rockville MD 1445 Research Blvd",sherwin.najand@truist.com,,Salesforce
10788874,Inactive Investor,Derek Green,,LPL Financial LLC Folsom CA 2600 E Bidwell St,derek.green@lpl.com,,Salesforce
207392,,Daniel Zraly,,[Unknown],dzraly@gmail.com,,Organic Search
9634501,,Daniel Barry,,,dan.barry@antares.com,,List import
10784933,Inactive Investor,Jodi Timmons,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",jodi.timmons@wellsfargoadvisors.com,,Salesforce
10952725,Inactive Investor,Jermeka Harris,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
11132851,Inactive Investor,William Hershey,Chief Financial Officer;Director;Senior Vice President,Davenport & Company LLC,whershey@investdavenport.com,,Salesforce
10918889,Inactive Investor,Richard Dansby,,"Raymond James Financial Services, Inc. Abilene TX 3444 N 1st St",richard.dansby@raymondjames.com,,Salesforce
11207414,Inactive Investor,Patrick Freeman,Chief Executive Officer;President,"Freeman, Will & Niemeier, Inc.",pfreeman@fwnadvisors.com,,Salesforce
10769746,Inactive Investor,Thomas Jackson,Managing Director;Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",thomas.f.jackson@ml.com,,Salesforce
351271,,Carol Neal,Receptionist,"Wingate Wealth Advisors, Inc.",carol.neal@wingatewealthadvisors.com,781-862-7100,Manual List Upload
11032843,Inactive Investor,Ivy Luong,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",ivy.p.luong@ml.com,,Salesforce
9618984,,Danny Wong,,,cyboda@gmail.com,,List import
10978537,Inactive Investor,Matthew Rigby,,"DFPG Investments, LLC",,,Salesforce
184468,,Thomas Hamilton,,[Unknown],tkhamilton@outlook.com,,source
10966761,Inactive Investor,Steven Smith,,LPL Financial LLC Baltimore MD 1 Light St,steven.smith@lpl.com,,Salesforce
10848596,Inactive Investor,Cheryl Olsen,,Edward Jones Titusville FL 815 Cheney Hwy,,,Salesforce
9604421,,NICHOLAS HORBACZEWSKI,,,nhh@droneracingleague.com,,List import
10931345,Inactive Investor,Anthony Briles,,"FBL Marketing Services, LLC Monticello IN 316 N Main St",,,Salesforce
11084747,Inactive Investor,Mark Hammond,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New London NH 276 Newport Rd",,,Salesforce
11142760,Inactive Investor,James Ryan,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,james.ryan@morganstanley.com,,Salesforce
10867638,Inactive Investor,Irma Amador,Financial Advisor,LPL Financial LLC Farmingville NY 696 Horseblock Rd,irma.amador@lpl.com,,Salesforce
11078407,Inactive Investor,Manuel Williams,,"Equitable Advisors, LLC Bronx NY Private Residence",manuel.williams@equitable.com,,Salesforce
10806796,Inactive Investor,Scott Milam,,"Raymond James Financial Services, Inc. Issaquah WA 963 NE Discovery Dr",scott.milam@raymondjames.com,,Salesforce
11081766,Inactive Investor,Tai Liu,,LPL Financial LLC Little Falls MN 113 E Broadway,tai.liu@lpl.com,,Salesforce
10658161,,Thomas Roderick,,,roderickt@stifel.com,,List Import
10858756,Inactive Investor,Ronald Sorensen,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11053223,Inactive Investor,Ann Bond,,LPL Financial LLC San Diego CA 4499 Ruffin Rd,ann.bond@lpl.com,,Salesforce
9631498,,Jared Toren,,,jared.toren@properguidance.com,,List import
10927207,Inactive Investor,Cheyanne Overton,,Fidelity Brokerage Services LLC,,,Salesforce
11178585,Inactive Investor,Bradley Hargrave,Private Client Advisor,J.P. Morgan Securities LLC Parlin NJ 7 Ernston Rd,bradley.j.hargrave@jpmorgan.com,,Salesforce
11056301,Inactive Investor,Muhammad Shanzer Khan,,LPL Financial LLC Lansing MI 2400 Lake Lansing Rd,,,Salesforce
9577932,,Alex Matviychuk,,,alexmat@gmail.com,,List import
11123235,Inactive Investor,Kenneth Farrow,,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,kenneth.farrow@lpl.com,,Salesforce
10881534,Inactive Investor,Jeffrey Markewich,Investment Advisor Representative,LPL Financial LLC Colorado Springs CO 6385 Corporate Dr,jeffrey.markewich@lpl.com,,Salesforce
10894702,Inactive Investor,Todd Gautreaux,,"Harger and Company, Inc.",tgautreaux@hargerandcompany.com,,Salesforce
11106785,Inactive Investor,Douglas Rogers,Chief Financial Officer;Co-Founder;Member,Sonora Investment Management,drogers@invmgmt.com,,Salesforce
10968440,Inactive Investor,Savannah Shepard,,PFS Investments Inc. Burbank CA 533 N Victory Blvd,savannah.shepard@primerica.com,,Salesforce
10800386,Inactive Investor,Michael Mattes,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11018937,Inactive Investor,Amanda Teeson,,Commonwealth Financial Network Newtown PA 54 Friends Ln,ateeson@commonwealth.com,,Salesforce
11053786,Inactive Investor,James Owens,Member;Senior Financial Advisor,"Journey Advisory Group, LLC Covington KY 15 W 5th St",jim.owens@journeyadvisory.group,,Salesforce
10494058,,Lars Jensen,,FDS Partners,ljensen@fdspartners.com,,List Import
10135103,,Vikas Aditya,,,viktrades20203@gmail.com,,Web Form Fillout
11132999,Inactive Investor,Crystal Masincupp,Associate,Edward Jones Columbia SC 620 Gervais St,crystal.masincupp@edwardjones.com,,Salesforce
11085876,Inactive Investor,Alexander Wood,Financial Advisor,"Wells Fargo Clearing Services, LLC Spanish Fork UT 251 E 1000 N",alexander.wood@wellsfargo.com,,Salesforce
11011955,Inactive Investor,Jeffrey Shoemaker,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,jshoemaker@primerica.com,,Salesforce
10840544,Inactive Investor,Roger Clark,Chairman;President;Vice President,"Flood, Bumstead, McCready & McCarthy, Inc.",duane_clark@fbmm.com,,Salesforce
11032637,Inactive Investor,Kiley Snyder,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",,,Salesforce
10596770,,Anton F,,,antonf@atg.wa.gov,,Web Form Fillout
159639,,Ali Nav,,[Unknown],anavid1304@icloud.com,,Paid Social
10613264,,Todd Gordon,"Senior Financial Advisor, Senior Vice President",,tgordon4@ml.com,,List Import
11103433,Inactive Investor,Anne Smith,Chief Compliance Officer;Chief Financial Officer;Client Advocate;Partner,"Smith Partners Wealth Management, LLC",anne@smithpartnerswealth.com,,Salesforce
9563373,,Hannah Damia Abdullah,,,amadeusemmiley@yahoo.com.my,,List import
11188676,Inactive Investor,Scott Johnston,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Syracuse NY 250 S Clinton St,scott.d.johnston@morganstanley.com,,Salesforce
10777817,Inactive Investor,Natalie Auzenne-Swan,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10798235,Inactive Investor,Paul Lee,Senior Vice President - Wealth Management,UBS Financial Services Inc. Barrington IL 303 E Main St,,,Salesforce
235217,, -,,[[Unknown]],wrightmd1@icloud.com,,
10932920,Inactive Investor,Nicholas Bruner,,"Avantax Investment Services, Inc. Gainesville GA 726 S Enota Dr NE",,,Salesforce
213727,,John Meditz,,[Unknown],jcmeditz@yahoo.com,,
11060773,Inactive Investor,Reid Meyer,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
10785083,Inactive Investor,Anthony Juozapavich,Branch Manager;Executive Director,Morgan Stanley Chicago IL 227 W Monroe St,anthony.juozapavich@morganstanley.com,,Salesforce
10830563,Inactive Investor,Gary Bush,,"Avantax Investment Services, Inc. West Warwick RI Private Residence",,,Salesforce
10799226,Inactive Investor,David Coney,Financial Advisor,Edward Jones Friendswood TX 1309 W Parkwood Ave,david.coney@edwardjones.com,,Salesforce
10938620,Inactive Investor,Jeffrey Farmer,,NYLIFE Securities LLC Tucson AZ 2460 W Los Alamos,jfarmer@ft.newyorklife.com,,Salesforce
10924127,,Brian McGrath,,,brian@grayscale.com,,List Import
11014175,Inactive Investor,Claudian Anderson,,PFS Investments Inc. Orlando FL 6220 S Orange Blossom Trl,,,Salesforce
11239001,Inactive Investor,Craig Ross,,Itrust advisors,craigross@itppartners.com,,Salesforce
11196967,Inactive Investor,Jorge Oliveira,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,jorge.oliveira@opco.com,,Salesforce
10994210,Inactive Investor,Chantal White,,"Prudential Annuities Distributors, Inc",chantal.white@prudential.com,,Salesforce
10612915,,Anthony Passerino,Financial Advisor,,anthony@lanzafg.com,,List Import
10991789,Inactive Investor,Keith Delaporte,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,kdelaporte@primerica.com,,Salesforce
11171795,Inactive Investor,Genesis Perez,,J.P. Morgan Securities LLC Northridge CA 10207 Balboa Blvd,genesis.perez@jpmorgan.com,,Salesforce
11166592,Inactive Investor,Drew Williamson,Senior Vice President,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,drew.williamson@ubs.com,,Salesforce
9645719,,Jonathan Wolf,,,jwolf@tectaamerica.com,,List import
10847101,Inactive Investor,Kathy Chesney,Financial Advisor,LPL Financial LLC Oceanside CA 1278 Rocky Point Dr,kathy.chesney@lpl.com,,Salesforce
11046790,Inactive Investor,Gerald Cathell,,LPL Financial LLC Canonsburg PA Private Residence,gerald.cathell@lpl.com,,Salesforce
11005119,Inactive Investor,Taylor Sutterfield,Financial Advisor,Dentist Advisors,,,Salesforce
11232384,Inactive Investor,Megan Hawkins,,Country Capital Management Company Tucson AZ 200 W Magee Rd,megan.hawkins@countryfinancial.com,,Salesforce
10772215,Inactive Investor,Carol Doran-Timmins,First Vice President - Wealth Management;Senior Complex Risk Officer,Morgan Stanley Red Bank NJ 20 Linden Pl,carol.doran-timmins@morganstanley.com,,Salesforce
10928879,Inactive Investor,Michael King,,"St. Bernard Financial Services, Inc. Williamstown KY 1300 N Main St",michael.king@stbernardfinancial.com,,Salesforce
172356,,Raj Chandaria,,[Unknown],rajchandaria@me.com,,
9600976,,James Kruif,,,james.dekruif@neacelukens.com,,List import
9542127,,James Dugan,,,jim@ocaventures.com,,List import
11165488,Inactive Investor,Eric Taylor,,"Raymond James Financial Services, Inc. Modesto CA 1700 Standiford Ave",eric.m.taylor@raymondjames.com,,Salesforce
11000433,Inactive Investor,Pamela Jar-Everhart,,Park Avenue Securities LLC Southfield MI 29800 Telegraph Rd,pamela_jar@glic.com,,Salesforce
2496498,,Mohamed Ali Mohamed Ali,,,ali-mhd@hotmail.com,,
10917513,Inactive Investor,Katherine Corigliano,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",katherine.corigliano@bofa.com,,Salesforce
10942550,Inactive Investor,Patrick Reilly,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",patrick.reilly@valic.com,,Salesforce
9598186,,Kevor Bowen,,,kecorbowen@gmail.com,,List import
235669,, -,,[[Unknown]],cryptoquin@outlook.com,,
11009586,Inactive Investor,Greta Gleiter,Compliance Coordinator,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",,,Salesforce
54887,,Kevin Landauer,Associate,Thrivent Investment Management Inc.,kevin.landauer@thrivent.com,612-844-7208,
11158463,Inactive Investor,Rachel Summerton,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",rachel.summerton@firstcitizens.com,,Salesforce
10831762,Inactive Investor,Matthew Casey,Financial Advisor,LPL Financial LLC New Richmond WI 355 S Knowles Ave,matthew.casey@lpl.com,,Salesforce
9625825,,Herb Beyenbach,,,herby325@gmail.com,,List import
248214,,Ana Telleria,Co-Founder & Director of Investor Relations,North Node Capital,ana@northnodecapital.com,,Manual List Upload
10982761,Inactive Investor,Kevin Madden,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",kevin.madden@equitable.com,,Salesforce
11143161,Inactive Investor,Madeline Vraa,Financial Advisor;Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",madeline.vraa@ml.com,,Salesforce
10971246,Inactive Investor,Thomas Randt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11048031,Inactive Investor,John Zegeer,,"Centaurus Financial, Inc. Leesburg VA 540 Fort Evans Rd",jzegeer@cfiemail.com,,Salesforce
11029006,Inactive Investor,Christopher Brown,,LPL Financial LLC Discovery Bay CA 5103 Cabrillo Pt,christopher.a.brown@lpl.com,,Salesforce
10926395,Inactive Investor,Stephen Taylor,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
10945930,Inactive Investor,Ryan Florence,Financial Advisor,Ferguson Shapiro LLC,ryan@fergusonshapiro.com,,Salesforce
11195898,Inactive Investor,Erron Wilson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10891114,Inactive Investor,Savannah Hanepen,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,savannah.hanepen@ceterainvestors.com,,Salesforce
9633246,,johnny baque,,,johnnybaque64@msn.com,,List import
10993188,Inactive Investor,Jordain Smith,,Cetera Investment Services LLC Monroe MI 10 Washington St,,,Salesforce
11145876,Inactive Investor,Marcy Munro,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,marcy.musselman@primerica.com,,Salesforce
11167776,Inactive Investor,Andrew Pearlman,,"Bankers Life Securities, Inc. Tampa FL 2203 N Lois Ave",andrew.pearlman@bankerslife.com,,Salesforce
4360237,,Sazal Baidya,,,missionctg1000@gmail.com,,Web Form Fillout
10657978,,Jennifer Jasinski,,,jennifer.jasinski@benjaminfedwards.com,,List Import
10904983,Inactive Investor,August Malekovich,Financial Advisor,LPL Financial LLC Rostraver Twp PA Private Residence,august.malekovich@lpl.com,,Salesforce
10832165,Inactive Investor,David Wolke,Senior Wealth Strategy Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,david.wolke@ubs.com,,Salesforce
10904931,Inactive Investor,Michael Harken,Financial Advisor,"Principal Securities, Inc. Camdenton MO Private Residence",harken.mike@principal.com,,Salesforce
9594346,,James Rafoth,,,jim@beardpension.com,,List import
11169804,Inactive Investor,Emily Case,,"Raymond James Financial Services, Inc. Arlington VA 2300 Wilson Blvd",emily.bott@raymondjames.com,,Salesforce
45314,,Mark Mackewich,,PNC Investments,mark.mackewich@pnc.com,412-531-7553,
346630,,Stacy Zimmermann,Office Manager,"Richardson Capital Management, Llc",stacy@richardson-financial.com,262-255-4100,Manual List Upload
11003031,Inactive Investor,Natalie Mcginley,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,nmalikyan@ft.newyorklife.com,,Salesforce
9634208,,Matt Chambers,,,mchambers@eellp.com,,List import
9587247,,Leondreh Philippeaux,,,leondrehp7@gmail.com,,List import
10929377,Inactive Investor,Maynard Miller,,Park Avenue Securities LLC Philadelphia PA 1800 John F Kennedy Blvd,,,Salesforce
10842965,Inactive Investor,Ryan Gordon,,"Raymond James Financial Services, Inc. Manhattan Beach CA 1300 Highland Ave",,,Salesforce
11013485,Inactive Investor,Christopher Waterman,,State Farm VP Management Corp. Hemet CA 760 W Acacia Ave,chris.waterman.nbxv@statefarm.com,,Salesforce
9637516,,Aliasgar Motagam,,,aliasgar.motagam@nig.com.kw,,List import
9579749,,Paul Tziros,,,arcos.association@gmail.com,,List import
10954702,Inactive Investor,Jeffrey Johnson,,Nova Financial Services,jeff.johnson@investwithnova.com,,Salesforce
11201240,Inactive Investor,Gloria Scott,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,gloria.scott@primerica.com,,Salesforce
9624755,,Bhargava Poosarla,,,dendi12111@gmail.com,,List import
373341,,Diana DiMenna,,[Unknown],ddimenna@dimennanyc.com,,source
10786749,Inactive Investor,Gerald Middel,,"M Holdings Securities, Inc. Denver CO 7979 E Tufts Ave",gerald.middel@mfin.com,,Salesforce
11111565,Inactive Investor,Todd Venturini,,LPL Financial LLC Modesto CA 4101 Tully Rd,todd.venturini@lpl.com,,Salesforce
10798566,Inactive Investor,LaShell Lentz,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Middleton WI 8215 Greenway Blvd,lashell.lentz@morganstanley.com,,Salesforce
10995458,Inactive Investor,Pamela Reed,Division Leader;Investment Advisor Representative,PFS Investments Inc. Janesville WI 4323 Milton Ave,preed@primerica.com,,Salesforce
10933533,Inactive Investor,Ami Arnold,Owner,"BMA Advisors, LLC El Segundo CA 2321 Rosecrans Ave",ami@bmaadvisors.com,,Salesforce
10820839,Inactive Investor,Melia Campbell,Registered Associate,Morgan Stanley Seattle WA 601 Union St,melia.campbell@morganstanley.com,,Salesforce
10971742,Inactive Investor,Jessica Crawford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10603649,,Keitha Kinne,"Chief Investment Officer, Chief Operating Officer",AMG Funds LLC,keitha.kinne@amg.com,,List import
11064656,Inactive Investor,Armand Cote,Financial Advisor;Managing Partner,Commonwealth Financial Network Whitinsville MA 1279 Providence Rd,acote@commonwealth.com,,Salesforce
10814758,Inactive Investor,Kevin Nichols,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wichita KS 1635 N Waterfront Pkwy,kevin.nichols@ubs.com,,Salesforce
11126607,Inactive Investor,Brandon Roarty,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
198976,,Douglas Stewart,,Serco,clanstewart10@me.com,7525775241,
9545315,,Elaine Cancelliere,,,elaine@amplifiedeventstrategy.com,,List import
10829074,Inactive Investor,Emily Mulka,Private Wealth Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,emily.mulka@morganstanley.com,,Salesforce
11085462,Inactive Investor,Joseph James,,LPL Financial LLC College Station TX 201 Southwest Pkwy E,joe.james@lpl.com,,Salesforce
11162031,Inactive Investor,David Paustian,Chief Executive Officer;Managing Member,"JGP Wealth Management, LLC Portland OR 14115 NW Charlton Rd",jpaustian@jgpwealth.com,,Salesforce
11230272,Inactive Investor,Blaise Weaver,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,brweaver@ft.newyorklife.com,,Salesforce
9606841,,JOSEPH COSTA,,,jcostacpa@gmail.com,,List import
10769237,Inactive Investor,Gerald Boyle,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 16901 Bernardo Center Dr",gerald.boyle@wellsfargoadvisors.com,,Salesforce
10510385,,John Keller,ETF Specialist,Morgan Stanley Investment Management,john.keller@morganstanley.com,,List Import
9590903,,Robert Bender,,,robert@robertbender.com,,List import
10494149,,Sebastien Thiebault,,Latour,sthiebault@latourtrading.com,,List Import
11190014,Inactive Investor,Stacy Gregory,Senior Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10954414,Inactive Investor,Kevin Knitter,,"First Command Brokerage Services, Inc. Evans GA 3015 Allen Dr",krknitter@firstcommand.com,,Salesforce
10902477,Inactive Investor,Marijo Murphy,,NYLIFE Securities LLC White Plains NY 44 S Broadway,mfmurphy@ft.newyorklife.com,,Salesforce
10991172,Inactive Investor,Brandon Reish,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 27319 Hawthorne Blvd,brandon.t.reish@jpmorgan.com,,Salesforce
9578527,,Alison Segall,,,asegall@pensionmark.com,,List import
10995191,Inactive Investor,Melissa Jordan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
37890,,Stephen Yager,,"SagePoint Financial, Inc.",syager@sagepointadvisor.com,800-552-3319,
9633156,,John DeLuca,,,johndeluca32@gmail.com,,List import
10647305,,Chad Gildig,,,cgildig@wfafinet.com,,List Import
10784681,Inactive Investor,William Sims,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",william_sims@ml.com,,Salesforce
11218366,,Allen Grimes,,,agrimes@dupree-funds.com,,List Import
11118212,Inactive Investor,Thomas Pink,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",thomas.pink@rbc.com,,Salesforce
11061159,Inactive Investor,Jared Beke,Assistant Vice President;Investment Management Specialist;Relationship Partner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",jared_beke@ml.com,,Salesforce
11107860,Inactive Investor,Leroy Wilbers,,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",lwilbers@c1s.net,,Salesforce
11029687,Inactive Investor,Preston Jackson,,PFS Investments Inc. Roseville CA 1200 Melody Ln,preston.jackson@primerica.com,,Salesforce
11077113,Inactive Investor,Benjamin Walton,Financial Planner;Financial Professional,"MML Investors Services, LLC Albuquerque NM 8100 Lang Ave NE",benjaminwalton@financialguide.com,,Salesforce
10648061,,Ryan Walls,,,rwalls@cedrusfinancial.com,,List Import
9580967,,James Pierson,,,james__pierson@hotmail.com,,List import
9623334,,John Brunson,,,jobrunso@live.com,,List import
11176372,Inactive Investor,Eric Lau,,LPL Financial LLC Burlingame CA 149 Park Rd,eric.lau@lpl.com,,Salesforce
10271182,,Kevin Jere,,,kevinjere32@gmail.com,,Web form fillout
11138160,Inactive Investor,Christopher Harris,Financial Advisor,Edward Jones Northbrook IL 1200 Shermer Rd,chris.harris@edwardjones.com,,Salesforce
10894200,Inactive Investor,Carolina Ramirez,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11009682,Inactive Investor,Reza Shah,,LPL Financial LLC Newport Beach CA 4000 Macarthur Blvd,reza.shah@lpl.com,,Salesforce
10995114,Inactive Investor,Gavin Ahlers,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11140294,Inactive Investor,Michael Ritterpusch,,Fidelity Brokerage Services LLC,,,Salesforce
9632299,,Armand Tatevossian,,,armand.tatevossian@verizon.net,,List import
10975187,Inactive Investor,Lukas Mcelhenie,,"MML Investors Services, LLC Madison WI 1241 John Q Hammons Dr",lmcelhenie@financialguide.com,,Salesforce
242244,,Sufjan Kelvan,,[Unknown],sufjankelvan@gmail.com,,source
11119773,Inactive Investor,Bree Soileau,,Edward Jones San Antonio TX 13750 San Pedro Ave,,,Salesforce
9606671,,Omar Benjamin,,,omar.benjamin377@gmail.com,,List import
85883,,Joseph Carwardine,Senior Benefits and Planning Counselor,"Principal Securities, Inc.",carwardine.joseph@principal.com,952-277-4348,
11049708,Inactive Investor,Alessandro Sinfonico,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alessandro.sinfonico@fidelity.com,,Salesforce
11086325,Inactive Investor,Chad Boyette,,Edward Jones,chad.boyette@edwardjones.com,,Salesforce
11260501,Inactive Investor,Jean Viala,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,nsuu8@primerica.com,,Salesforce
9583285,,Sara Downing,,,sara@twru.com,,List import
372332,,Lonnie Burnham,,[Unknown],lcmblonnie@gmail.com,,Salesforce
10944997,Inactive Investor,Jeffrey Corser,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jeffrey_corser@vanguard.com,,Salesforce
10775825,Inactive Investor,Henry Reifsnyder,,The O.N. Equity Sales Company Orrville OH 461 Wadsworth Rd,henry_reifsnyder@ohionational.com,,Salesforce
11158428,Inactive Investor,Paul Walker,Investment Advisor Representative,"Osaic Wealth, Inc. Waycross GA 317 Plant Ave",,,Salesforce
11014218,Inactive Investor,Phillip Simpson,,"Farmers Financial Solutions, LLC Tell City IN 543 Main St",,,Salesforce
9598271,,William Evanoff,,,william.evanoff@gmail.com,,List import
9624882,,As Bb,,,dangerousman_102@hotmail.com,,List import
11199810,Inactive Investor,Kelly Gorreck,,"First Command Brokerage Services, Inc. New London CT 400 Bayonet St",klgorreck@firstcommand.com,,Salesforce
152068,,Adam Schepps,,[Unknown],adam@adamschepps.com,,
10759958,Inactive Investor,Raymond Cooper,,Citigroup Global Markets Inc.,raymond.cooper@citi.com,,Salesforce
10854505,Inactive Investor,Walgenia George,,J.P. Morgan Securities LLC Hastings on Hudson NY 565 Warburton Ave,walgenia.george@jpmorgan.com,,Salesforce
11114750,Inactive Investor,Nicholas Maloney,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",nmaloney@financialguide.com,,Salesforce
10975043,Inactive Investor,Mark Anderson,,"P.J. Robb Variable, LLC Tucson AZ Private Residence",,,Salesforce
11019739,Inactive Investor,Jacqueline Zaranda Hernandez,,J.P. Morgan Securities LLC Santa Maria CA 2200 S Broadway,jacqueline.zaranda-hernandez@jpmorgan.com,,Salesforce
10991236,Inactive Investor,Susana Vidan,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
10619697,,David Bonifield,,,dbonifield@fourstarwealth.com,,List Import
11212799,Inactive Investor,Chris Teodori,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,chris.teodori@jpmorgan.com,,Salesforce
11201925,Inactive Investor,Anna Terebus,,Citigroup Global Markets Inc.,,,Salesforce
11019105,Inactive Investor,Daniel Biddix,,"First Citizens Investor Services, Inc. Candler NC 975 Smokey Park Hwy",daniel.biddix@firstcitizens.com,,Salesforce
10787718,Inactive Investor,Gordon Fowler,Director;Strategic Advisor,"Glenmede Investment Management, LP",gordon.fowler@glenmede.com,,Salesforce
9626413,,john pellegrin,,,mrjohnpellegrin@gmail.com,,List import
10968399,Inactive Investor,Alexandra Stanton,,"Cambridge Investment Research, Inc. Eden Prairie MN 9531 W 78th St",,,Salesforce
10787121,Inactive Investor,Judith Vereen,,NYLIFE Securities LLC Columbia MD 5807 Humblebee Rd,jvereen@ft.newyorklife.com,,Salesforce
10757361,Inactive Investor,Carl Hattermann,Senior Vice President,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",carl.hattermann@rbc.com,,Salesforce
10762005,Inactive Investor,Ronald Hodges,Financial Advisor,Edward Jones Wauseon OH 135 S Fulton St,ron.hodges@edwardjones.com,,Salesforce
10992970,Inactive Investor,Matthew Masin,Associate Wealth Advisor,"Strategic Wealth Advisors, LLC",,,Salesforce
10799863,Inactive Investor,Shannon Waggoner,,"Raymond James Financial Services, Inc. Uniontown OH 1575 Corporate Woods Pkwy",shannon.waggoner@raymondjames.com,,Salesforce
11222659,,Steven Greenspan,,,sgreenspan@segalmarco.com,,List Import
11009057,Inactive Investor,Brian Oosterhouse,,"OneAmerica Securities, Inc. Grand Rapids MI 3333 Deposit Dr NE",,,Salesforce
10959818,Inactive Investor,Ellen Peterson,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10942846,Inactive Investor,Erika Wilm-Knapp,,"Securian Financial Services, Inc.",erika.wilm-knapp@securian.com,,Salesforce
11238035,Inactive Investor,Matthew Sheehan,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",msheehan@performancetrust.com,,Salesforce
9632156,,ECAME Mora,,,antararush@yahoo.com.mx,,List import
10778384,Inactive Investor,Vickie Barrow,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",vickie.barrow@wellsfargoadvisors.com,,Salesforce
9541117,,Nick Phillips,,,phillips.nickj@gmail.com,,List import
230421,, -,,[[Unknown]],sdc59faith@gmail.com,,
11073782,Inactive Investor,Annalucia Freda,,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,,,Salesforce
11150495,Inactive Investor,Cindy Sipkin,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
10488887,,David Kettlewell,Private Client Advisor,J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,david.t.kettlewell@jpmorgan.com,,List Import
10612612,,Arnel Gonzales,"Financial Advisor, Vice President",,arnel.c.gonzales@ampf.com,,List Import
10952820,Inactive Investor,Eric Chan,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9555952,,Joann May,,,joannm@forestasset.com,,List import
9548001,,Dennis Korjenek,,,dkorjenek@gmail.com,,List import
11134115,Inactive Investor,Sarah Porter,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Boston MA 28 State St,sarah.porter@morganstanley.com,,Salesforce
11208102,Inactive Investor,Joseph Zullo,,"Allstate Financial Services, LLC Rome NY 241 E Dominick St",josephzullo@allstate.com,,Salesforce
10888584,Inactive Investor,Michelle Harris,,Fidelity Brokerage Services LLC,,,Salesforce
11073636,Inactive Investor,Sheila Denzler,Financial Planning Associate,Morgan Stanley Richmond VA 901 E Byrd St,sheila.denzler@morganstanley.com,,Salesforce
10990636,Inactive Investor,Diane Bittner,,Park Avenue Securities LLC Columbus OH 8425 Pulsar Pl,,,Salesforce
10922013,Inactive Investor,Andrew Wright,Senior Wealth Advisor,Wellspring Wealth Management LLC,awright@wellspringwealth.com,,Salesforce
9645986,,Rifki Manal,,,manal.rifki95@gmail.com,,List import
10831221,Inactive Investor,Samuel Nunez,,Bolton Global Capital San Diego CA 7922 Entrada de Luz W,snunez@boltonglobal.com,,Salesforce
10800106,Inactive Investor,Stephen Defilippis,,Cetera Financial Specialists LLC Wheaton IL 1751 S Naperville Rd,stephen.defilippis@ceterafs.com,,Salesforce
9565316,,Alexander Lim,,,alexlim@limfinancialgroup.com,,List import
11237014,Inactive Investor,Michelle Gaye,Investment Advisor,"New Harbor Financial Group, LLC",mgaye@newharborfinancial.com,,Salesforce
10889856,Inactive Investor,Samuel Bruning,Chief Compliance Officer;Founder;Principal,Southern Magnolia Investment Management LLC,,,Salesforce
11145527,Inactive Investor,Matthew Harkins,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10773858,Inactive Investor,Carrie French,Senior Vice President,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,carrie.l.french@jpmorgan.com,,Salesforce
9560428,,Ken Lin,,,losesong@hotmail.com,,List import
11174197,Inactive Investor,Robert Rall,Founder;President,"Rall Capital Management, Inc. Merritt Island FL 2405 N Courtenay Pkwy",bob@rallcapital.com,,Salesforce
10782305,Inactive Investor,Larry Groce,Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,larry.groce@morganstanley.com,,Salesforce
9646024,,Masafumi Usui,,,usui@ifa-japan.co.jp,,List import
10759284,Inactive Investor,Andrew Buchta,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",andy.buchta@wellsfargoadvisors.com,,Salesforce
10859847,Inactive Investor,Alejandro Ortiz,,J.P. Morgan Securities LLC East Setauket NY 1395 Rte 25A,alejandro.x.ortiz@chase.com,,Salesforce
9572445,,mark ralph,,,m.ralph@banquehavilland.com,,List import
10615254,,Zachary Goldberg,"Associate Vice President, Family Wealth Advisor, Financial Advisor, Insurance Planning Director",,zachary.z.goldberg@morganstanley.com,,List Import
10777307,Inactive Investor,Eugene Gillmor,,NYLIFE Securities LLC Medina OH 801 E Washington St,emgillmor@ft.newyorklife.com,,Salesforce
9626738,,Kate Burke,,,kburke@altoira.com,,List import
10953071,Inactive Investor,Hart Ponder,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
215008,,SAC Consulting,,[[Unknown]],syac10@gmail.com,,Initial Salesforce Import
10999733,Inactive Investor,Darwin Lozano,,PFS Investments Inc. Newark CA 39899 Balentine Dr,darwin.lozano@primerica.com,,Salesforce
10909715,Inactive Investor,Nathan Whitson,Senior Wealth Advisor,Maner Wealth,,,Salesforce
10967840,Inactive Investor,Sebastian Apahidean,,"Wells Fargo Clearing Services, LLC Anaheim CA 2099 S State College Blvd",,,Salesforce
11261121,Inactive Investor,Parker Maxwell,Financial Advisor,"Valeo Financial Advisors, LLC Littleton CO 26 W Dry Creek Cir",pmaxwell@valeofinancial.com,,Salesforce
11047414,Inactive Investor,Larry McDonald,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",larry.mcdonald@ampf.com,,Salesforce
11189152,Inactive Investor,Sandra Ferraguti,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,sandra.ferraguti@jpmorgan.com,,Salesforce
10645591,,Chloe Holst,,,chloe.r.holst@chase.com,,List Import
11260663,Inactive Investor,Joshua Figueroa,,Evercore Group L.L.C.,,,Salesforce
10962669,Inactive Investor,Jean Almonte,,"Wells Fargo Clearing Services, LLC Hollywood FL 18499 Miramar Pkwy",,,Salesforce
9584599,,Brian Bensch,,,bbensch@nationalsecurities.com,,List import
10987270,Inactive Investor,Christopher York,,"Ascensus Broker Dealer Services, LLC Greensboro NC 101 Centreport Dr",,,Salesforce
10883239,Inactive Investor,Timothy Donaldson,,LPL Financial LLC Tampa FL 601 Bayshore Blvd,tim.donaldson@lpl.com,,Salesforce
10970565,Inactive Investor,Victoria Dyson,Senior Advisor,"Westmount Partners, LLC",,,Salesforce
9629328,,Marco Almeida,,,malmeida8281@gmail.com,,List import
9610311,,Me 10bo,,,mehdiboussour@hotmail.com,,List import
10941183,Inactive Investor,Samantha Bertke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10618530,,Rachel Irons,,,rachel.jobe@ubs.com,,List Import
9605881,,Counce Drinkard,,,cdrinkard@reliance-financial.com,,List import
10936471,Inactive Investor,Leslie Stevens,,Cetera Advisors LLC Auburn ME 134 Main St,leslie.stevens@ceteraadvisors.com,,Salesforce
9604280,,DAVE D'AMICO,,,ddamico@signatureny.com,,List import
9608645,,Gavin Ma,,,gmai95h@gmail.com,,List import
10969638,Inactive Investor,Daniel Reichman,Investment Advisor Representative,"Friedenthal Financial, LLC",daniel@friedenthalfinancial.com,,Salesforce
11070686,Inactive Investor,Nicholas Jordan,Relationship Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 7525 Currell Blvd",,,Salesforce
9544681,,Alan Fronke,,,alan.fronke@thrivent.com,,List import
11012272,Inactive Investor,Eric Wolfe,,"Equity Services, Inc. Melville NY 225 Broadhollow Rd",ewolfe@nationallife.com,,Salesforce
11197206,Inactive Investor,Gary Almiron,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11038951,,Paul De Balincourt,,,pdebalincourt-1fp-axkae@inbox.omnivore.app,,Web Form Fillout
11105674,Inactive Investor,Mariko Wilcox,,"Northwestern Mutual Investment Services, LLC Grand Junction CO 521 Rood Ave",mariko.wilcox@nm.com,,Salesforce
10923,,Matthew Tavroff,,[[Unknown]],stephweiss@optonline.net,,Database Upload
10661424,,Michael Thrasher,,,michael.thrasher@timothyfinancial.com,,List Import
11211632,Inactive Investor,Taylor Ireland,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10822365,Inactive Investor,Cyrus Phyfer,,NYLIFE Securities LLC Plano TX 5409 Grasmere Dr,cphyfer@ft.newyorklife.com,,Salesforce
9614772,,John Nalewajk,,,johnnalewajk1969@gmail.com,,List import
11233295,Inactive Investor,Anthony Kersey,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10830511,Inactive Investor,Patrick Kilcoyne,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",patrick.kilcoyne@rbc.com,,Salesforce
11106572,Inactive Investor,William Akins,Client Service Associate,UBS Financial Services Inc. Montgomery AL 4001 Carmichael Rd,,,Salesforce
10881555,Inactive Investor,Kurt Murphy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",,,Salesforce
10912404,Inactive Investor,Julie Sharnowski,,LPL Financial LLC Chicago IL Private Residence,julie.sharnowski@lpl.com,,Salesforce
10662344,,Matthew Barbera,,,mbarbera@onedigital.com,,List Import
10891164,Inactive Investor,Dail Eastman,Financial Advisor,Edward Jones Scottsbluff NE 416 Valley View Dr,dail.eastman@edwardjones.com,,Salesforce
11027417,Inactive Investor,Garrett Donnelly,Chief Compliance Officer;Chief Executive Officer;Founder,Donnelly Investments Corporation,gdonnelly@donnellyinvest.com,,Salesforce
6133507,,Laurel Moore,,,laurelmoorewr@gmail.com,,Web form fillout
11063626,Inactive Investor,Steven Hardardt,Wealth Advisor,Precision Financial Services Denver CO 4600 S Syracuse St,steven.hardardt@pfs-inc.com,,Salesforce
9567792,,CHRIS KIm,,,cjkim721@gmail.com,,List import
10765527,Inactive Investor,Scott Perry,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",scott_perry@ml.com,,Salesforce
11199693,Inactive Investor,Freddie Brown,Financial Advisor,LPL Financial LLC Brea CA 1 Pointe Dr,freddie.brown@lpl.com,,Salesforce
11020068,Inactive Investor,Kevin Lacaj,,HSBC Securities (USA) Inc. Scarsdale NY 901 Central Park Ave,,,Salesforce
11193265,Inactive Investor,Deborah Rambeck,,PFS Investments Inc. Salem OR 3281 Concomly Rd S,deborah.rambeck@primerica.com,,Salesforce
10880073,Inactive Investor,Yu Mei,,J.P. Morgan Securities LLC New York NY 176 Canal St,yuqun.mei@chase.com,,Salesforce
9564739,,Glenn Downing,Chief Operating Officer,CameronDowning,gdowning@cameron-downing.com,,List import
10614376,,Daniel Paikin,Financial Advisor,,daniel_paikin@glic.com,,List Import
10962727,Inactive Investor,Pavel Alonso-Elizondo,,"Wells Fargo Clearing Services, LLC Miami FL 12200 SW 8th St",pavel.alonso@wellsfargo.com,,Salesforce
10768612,Inactive Investor,Denis Higgins,Chief Compliance Officer;Director;Member;Partner,EWM Wealth Management LLC,,,Salesforce
9633034,,Murt Abuwala,,,murt@orbytelgroup.com,,List import
10644531,,Stephen Royko,,,sroyko@peakstone.com,,List Import
10765001,Inactive Investor,Radha Narayan,,UBS Financial Services Inc. Hillsborough CA Private Residence,radha.narayan@ubs.com,,Salesforce
10781903,Inactive Investor,Kyle Williams,,Fidelity Brokerage Services LLC,kyle.williams@fidelity.com,,Salesforce
348364,,Takayuki Nakazato,Vice President,Olympus Capital Holdings Asia Llc,tnakazato@olympuscap.com,212-201-8533,Manual List Upload
11081616,Inactive Investor,Andrew Murdoch,Financial Advisor,Edward Jones Ames IA 2615 Northridge Pkwy,andrew.murdoch@edwardjones.com,,Salesforce
238095,, -,,[[Unknown]],ali73watson@gmail.com,,Organic Search
10945646,Inactive Investor,Vince King,,"FBL Marketing Services, LLC Mediapolis IA 645 Main St",vincent.king@fbfs.com,,Salesforce
10788709,Inactive Investor,Andrew Brachey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,andrew.brachey@fidelity.com,,Salesforce
10995557,Inactive Investor,Cody Struss,,NYLIFE Securities LLC Hudson WI 2910 Enloe St,cstruss@ft.newyorklife.com,,Salesforce
10844704,Inactive Investor,Terry Seely,,Cetera Financial Specialists LLC Grand Rapids MI 4201 Richmond St NW,,,Salesforce
9633221,,Zhenying Wu,,,trendspike@gmail.com,,List import
10775773,Inactive Investor,Margaret Goldfarb,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd W",margaret.f.goldfarb@bofa.com,,Salesforce
10936864,Inactive Investor,Kevin Kruchko,,LPL Financial LLC Campbell CA 900 E Hamilton Ave,kevin.kruchko@lpl.com,,Salesforce
10488238,,Francisco Prieto,,Frost Investment Services,fmpprieto@gmail.com,,List Import
337781,,Jeffrey Dowden,Executive Vice President,Wallington Asset Management,jdowden@wallingtonasset.com,317-575-8670,Manual List Upload
10967690,Inactive Investor,Miranda Bohm,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9605027,,Willard Kwak,,,wkwak@copelandcapital.com,,List import
9604338,,Yu?a Güne?,,,yusagunes36@gmail.com,,List import
11237977,Inactive Investor,Martin Lorentsen,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",mlorentsen@performancetrust.com,,Salesforce
11085457,Inactive Investor,Christian Nelson,Financial Advisor;Wealth Advisor,LPL Financial LLC Chaska MN 301 N Chestnut St,christian.nelson@lpl.com,,Salesforce
10801169,Inactive Investor,Diane Hill,Financial Advisor,Edward Jones Circleville OH 214 W Main St,diane.hill@edwardjones.com,,Salesforce
11106940,Inactive Investor,Michael Turner,Chief Compliance Officer;Owner,Strategic Asset Planning,,,Salesforce
9610951,,PETER MIMNAUGH,,,pmimnaugh@gmail.com,,List import
9591694,,Jason Widjaja,,,jcwidjaja@gmail.com,,List import
9567653,,Thomas Taylor,,,tatayloriii@gmail.com,,List import
11190734,Inactive Investor,Nicholas Arcand,Investment Advisor Representative,"Independent Advisor Alliance, LLC Chesapeake VA 644 Independence Pkwy",,,Salesforce
11073234,Inactive Investor,Daniel Bender,Principal,MBR Financial,,,Salesforce
11006449,Inactive Investor,Amit Patel,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",amit.d.patel@nm.com,,Salesforce
10775821,Inactive Investor,Eric Winkler,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",,,Salesforce
10784209,Inactive Investor,Carol Dohr,,William Blair,cdohr@williamblair.com,,Salesforce
9573953,,sina alavi,,,sina.alavi@gmail.com,,List import
11175432,Inactive Investor,Erick Garcia,,J.P. Morgan Securities LLC Southlake TX 2300 W Southlake Blvd,,,Salesforce
10960767,Inactive Investor,Mark Ferracane,,"Principal Securities, Inc. Latham NY 637 New Loudon Rd",ferracane.mark@principal.com,,Salesforce
9628295,,James DeJaeger,,,james@innoviawealth.com,,List import
11170393,Inactive Investor,Neelam Bhamani,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",neelam.allaudin@ml.com,,Salesforce
11069309,Inactive Investor,Craig Bane,Managing Partner,Bane O'Leary LLC,craig@baneoleary.com,,Salesforce
10967665,Inactive Investor,Jenna Davis,Client Associate,Stephens Fayetteville AR 3425 N Futrall Dr,,,Salesforce
10770986,Inactive Investor,Vito DePalo,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",vito_depalo@ml.com,,Salesforce
11147632,Inactive Investor,Jarrod Biebel,Managing Director,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",jarrod.biebel@raymondjames.com,,Salesforce
10940973,Inactive Investor,Anthony Cosme,Investment Advisor Representative,PFS Investments Inc. Seattle WA 15111 8th Ave SW,anthonycosme@primerica.com,,Salesforce
9625981,,jeffery crain,,,americanauditors@gmail.com,,List import
10780713,Inactive Investor,Heather Hubert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",heather.a.hubert@ml.com,,Salesforce
11159569,Inactive Investor,John Thomas,,"Truist Investment Services, Inc. Knightdale NC 6612 Knightdale Blvd",john.thomas@truist.com,,Salesforce
11041960,Inactive Investor,Barbara Signorelli Domingues,,Citigroup Global Markets Inc.,,,Salesforce
10976537,Inactive Investor,Kyle Biever,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,kyle.biever@jpmorgan.com,,Salesforce
371947,,kmann-999@hotmail.com Mann,,[Unknown],kmann-999@hotmail.com,,Salesforce
10847521,Inactive Investor,Simon Rupard,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",simon.n.rupard@ampf.com,,Salesforce
11042558,Inactive Investor,Charissa Gowl,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",charissa.gowl@nm.com,,Salesforce
10794983,Inactive Investor,Kenneth Sutherland,Owner,LifePlan Group,ken@lifeplangroup.com,,Salesforce
11083848,Inactive Investor,Elizabeth Charron,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",beth_charron@ml.com,,Salesforce
10766347,Inactive Investor,Brian Wilborn,Financial Advisor,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",,,Salesforce
11145514,Inactive Investor,Nicholas Dexheimer,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",,,Salesforce
7552308,,Kari Johnson,,,pojica7328@hrisland.com,,Web Form Fillout
10961982,Inactive Investor,Roxanne Donahue,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
229527,, -,,[[Unknown]],bachmann1941@gmail.com,,
10765718,Inactive Investor,Teresa Perryman,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",teresa_perryman@ml.com,,Salesforce
11098062,Inactive Investor,Guy Eckman,,Diversified Management Inc,geckman@diversifiedmanagement.com,,Salesforce
11183635,Inactive Investor,Phillip Anton,,"Calton & Associates, Inc. Yorba Linda CA Private Residence",panton@calton.com,,Salesforce
9572579,,Steven Yesua,,,stevenyesua@gmail.com,,List import
117,,,,,13918146500@139.com,,
10922172,Inactive Investor,Patrick Jorgensen,Administrative Assistant;Client Service Specialist,"Ameriprise Financial Services, LLC Henrico VA 3951 Westerre Pkwy",patrick.jorgensen@ampf.com,,Salesforce
11053549,Inactive Investor,Roderick Hennek,Consultant;Partner,"Atlanta Consulting Group Advisors, LLC Atlanta GA 309 E Paces Ferry Rd NE",roderick.hennek@theatlantaconsultinggroup.com,,Salesforce
9648127,,Ryan Colgan,,,theryancolgan@gmail.com,,List import
10965884,Inactive Investor,Daniel Sanchez,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,daniel.sanchez@fmr.com,,Salesforce
11131900,Inactive Investor,Ronald Lederkramer,,"Ronald A. Lederkramer, CPA, CFP",,,Salesforce
11148330,Inactive Investor,Carlo Mantica,,NYLIFE Securities LLC Brooklyn NY 2711 Coney Island Ave,cmantica@ft.newyorklife.com,,Salesforce
9609834,,Ron Richards,,,askronrichards@gmail.com,,List import
9551327,,Minjung Son,,,ms@acrinv.com,,List import
9631304,,Mike Stoddard,,,mikestoddard@gmail.com,,List import
9565751,,Elionelo Elmazaj,,,elmazaj93@gmail.com,,List import
11076199,Inactive Investor,Saverio Galati,,J.P. Morgan Securities LLC Tampa FL 12703 N Dale Mabry Hwy,saverio.n.galatiii@chase.com,,Salesforce
11063479,Inactive Investor,Jacob Millican,Chief Compliance Officer;Founder;Managing Member,"9M Investments, LLC",jacob@9minvestmentsllc.com,,Salesforce
10797552,Inactive Investor,Betsy Davis,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,betsy.davis@morganstanley.com,,Salesforce
9612801,,Bradley Tolchard,,,btolchard2014@gmail.com,,List import
11197905,Inactive Investor,Edward Fabela,,J.P. Morgan Securities LLC San Antonio TX 7959 Fredericksburg Rd,edward.fabela@jpmorgan.com,,Salesforce
10786473,Inactive Investor,Charlene Larsen,Financial Consultant,LPL Financial LLC Shawano WI 1273 S Main St,char.larsen@lpl.com,,Salesforce
11100214,Inactive Investor,Tony Tessitore,,Cetera Advisor Networks LLC Englewood CO 5350 S Roslyn St,,,Salesforce
10646375,,Tonimarie Vaughan,,,tvaughan@synergyinvestments.com,,List Import
10762717,Inactive Investor,Michael McPhail,,"Osaic FA, Inc.",michael.mcphail@lfg.com,,Salesforce
11163432,Inactive Investor,Craig Hellmer,Investment Advisor Representative,LPL Financial LLC Jackson TN Private Residence,craig.hellmer@lpl.com,,Salesforce
10648142,,David Johanson,,,david@scopewealth.com,,List Import
38734,,Lori Fox,,"Thrivent Advisor Network, LLC",lori.fox@thrivent.com,,
10850240,Inactive Investor,Stephanie Rothermich,Financial Advisor,"MML Investors Services, LLC Columbia MO 110 N 10th St",srothermich@financialguide.com,,Salesforce
9614974,,Mark Kress,,,mark@ardenadvisory.com,,List import
11143135,Inactive Investor,Kellie Stewart,,"MML Investors Services, LLC Toledo OH 7659 Kings Pointe Rd",kelliestewart2@financialguide.com,,Salesforce
9582343,,Cory McCune,,,mccune.cory@principal.com,,List import
11102512,Inactive Investor,Carol Hughes,Client Service Associate,LPL Financial LLC Lakeland FL 1401 S Florida Ave,carol.hughes@lpl.com,,Salesforce
11070438,Inactive Investor,Ryan Mclaughlin,Co-Founder;Secretary;Treasurer;Vice President,"McLaughlin Asset Management, Inc.",,,Salesforce
10758753,Inactive Investor,Anthony Palasota,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,anthony.palasota@fidelity.com,,Salesforce
241082,,joe dyer,,[Unknown],joedyer1@gmail.com,,
221224,,jonathan naimon,,[Unknown],jnaimon@lightgreen.com,,Direct
10813081,Inactive Investor,Alexander Fernberger,Managing Director;Wealth Advisor,William Blair Wyncote PA 145 Greenwood Ave,afernberger@williamblair.com,,Salesforce
11022228,Inactive Investor,Todd Bergstrom,Financial Advisor,Edward Jones Cupertino CA 21710 Stevens Creek Blvd,todd.bergstrom@edwardjones.com,,Salesforce
10614766,,Michael Kowal,"Financial Advisor, Vice President, Wealth Advisor, Workplace Advisor",,michael.kowal@morganstanley.com,,List Import
11120153,Inactive Investor,Nathan Daugherty,Financial Advisor,"Ameriprise Financial Services, LLC Dublin OH 5860 Venture Dr",nathan.m.daugherty@ampf.com,,Salesforce
10890492,Inactive Investor,Ryan Ocken,,"Empower Financial Services, Inc",,,Salesforce
11052022,Inactive Investor,Crystal Hollar,Financial Advisor,Edward Jones Strasburg VA 113-4 Founders Way,crystal.hollar@edwardjones.com,,Salesforce
11088964,Inactive Investor,Mary Saylor,Wealth Advisor,"Choreo, LLC Blue Bell PA 518 Township Line Rd",mary.saylor@choreoadvisors.com,,Salesforce
11054902,Inactive Investor,Darla Haines Mills,,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",darla.hainesmills@valic.com,,Salesforce
11036224,Inactive Investor,Kevin Mancini,Senior Vice President,"Osaic Institutions, Inc.",kmancini@infinexgroup.com,,Salesforce
10775629,Inactive Investor,Kevin Riley,Assistant Vice President;Private Wealth Analyst - Relationship Management;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10842167,Inactive Investor,Christine Gonzalez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,christine.gonzalez@morganstanley.com,,Salesforce
10872738,Inactive Investor,Jaime Perez Montes,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,jaime.perez.montes@morganstanley.com,,Salesforce
10892691,Inactive Investor,Taylor Schumacher,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",taylor.schumacher@ml.com,,Salesforce
10980043,Inactive Investor,Paul Moore,Wealth Advisor,"Trilogy Capital, Inc. Denver CO 101 University Blvd",paul.moore@trilogyfs.com,,Salesforce
11023222,Inactive Investor,John Wilber,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
9547479,,Walter Lozano Garcia-Naranjo,,,wglozano@yahoo.es,,List import
9557229,,Wendy Johnson,,,wmj@jfgllc.net,,List import
10937945,Inactive Investor,Matthew Mcinerney,Chief Compliance Officer;Vice President,"Insight Advisors, LLC",mattmcinerney@myinsightadvisors.com,,Salesforce
10824018,Inactive Investor,Andrew Gall,Family Wealth Director;Senior Vice President;Wealth Advisor,Morgan Stanley Orinda CA 2 Theatre Sq,andrew.gall@morganstanley.com,,Salesforce
10844078,Inactive Investor,Warren Strauss,,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,warren.strauss@lpl.com,,Salesforce
118428,,Ronadev Mitra,"Financial Advisor, Wealth Advisor",William Blair,rmitra@williamblair.com,312-364-5427,
8480381,,Evan Markovich,,Fisher Investments,ivanmar00305@gmail.com,(305) 330-2234,List Import
9559522,,T O,,,perceptionmarketingio@gmail.com,,List import
248217,,JiaMin Chong,Business Development Manager,Seba,jiamin.chong@seba.swiss,,Manual List Upload
11166763,Inactive Investor,Angela Kunze,Financial Advisor,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",angela.kunze@raymondjames.com,,Salesforce
11175537,Inactive Investor,Phillip Susi,Director - Wealth Management;Investment Advisor Representative;Member;Owner;Partner,"TCP Asset Management, LLC",psusi@trendencycapital.com,,Salesforce
11088303,Inactive Investor,Elizabeth Coronato,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",elizabeth.coronato@ml.com,,Salesforce
11108739,Inactive Investor,David Elwell,Financial Advisor,LPL Financial LLC Des Moines IA 1056 26th St,david.elwell@lpl.com,,Salesforce
11152168,Inactive Investor,Michael Sabo,,"Raymond James Financial Services, Inc. Greensburg PA 200 Brush Run Rd",michael.sabo@raymondjames.com,,Salesforce
10897057,Inactive Investor,Jason Sechrist,,"Cambridge Investment Research, Inc. North Andover MA 865 Turnpike St",,,Salesforce
11095443,Inactive Investor,Lauren Banaszak,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,laurenbanaszak@statefarm.com,,Salesforce
10909629,Inactive Investor,Julie Hamm,,PNC Investments Charlotte NC 4720 Piedmont Row Dr,julie.hamm@pnc.com,,Salesforce
240089,,David Hale,Wealth Advisor,Perigon Wealth Management,david.hale@perigonpartners.com,,Database Upload
10907280,Inactive Investor,Robert Minor,,"Midwestern Securities Trading Company, LLC Sterling IL 3319 E Lincolnway",,,Salesforce
220245,,Vari T,,[Unknown],ernie5428@gmail.com,,Direct
11055182,Inactive Investor,Kionna Jensen,,Fidelity Brokerage Services LLC,,,Salesforce
8729735,,Brett Arends,,,barends@marketwatch.com,,Web form fillout
9563224,,Brett Branstrom,,,brett.branstrom@thrivent.com,,List import
10883212,Inactive Investor,Joseph O'Connor,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11052816,Inactive Investor,Mark Dahlke,Financial Advisor,"Wells Fargo Clearing Services, LLC La Crosse WI 2 Copeland Ave",mark.dahlke@wellsfargoadvisors.com,,Salesforce
10997759,Inactive Investor,Charlotta Stroud,Client Associate,"Wells Fargo Clearing Services, LLC Pittsburg KS 201 S Broadway St",,,Salesforce
10646457,,Michelle Rosenberg,,,michelle.rosenberg@janus.com,,List Import
9558501,,Puja Madan,,,pmadan@gurtin.com,,List import
11146410,Inactive Investor,Alicia Horne,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10647138,,Clifford Stanton,,,cstanton@frontierasset.com,,List Import
10823814,Inactive Investor,Allison Stolicker,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",allison.stolicker@ml.com,,Salesforce
219306,,Loretta Tepedino,,[Unknown],doctortep@gmail.com,,
10430454,,CHEE LIK SEN,,,chee.liksen@gmail.com,,Web Form Fillout
9578359,,Ayodeji -,,,deji@tanjalo.com,,List import
9640357,,Robert Speer,,,rspeer@carlmarks.com,,List import
11100003,Inactive Investor,Cullen Smith,,Fidelity Brokerage Services LLC,,,Salesforce
10908145,Inactive Investor,Daniel Stroh,,LPL Financial LLC Athens OH 5 Depot St,daniel.stroh@lpl.com,,Salesforce
10953002,Inactive Investor,Faizan Bilal Habib,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
10766916,Inactive Investor,Steven Ching,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",steven.t.ching@wellsfargoadvisors.com,,Salesforce
10847289,Inactive Investor,Dheepu Nambiar,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11206543,Inactive Investor,Patricia Silguero,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,patricia.silguero@primerica.com,,Salesforce
10795521,Inactive Investor,Christopher Cadieux,,Commonwealth Financial Network Anchorage AK 405 W 36th Ave,ccadieux@commonwealth.com,,Salesforce
10883670,Inactive Investor,Chad Tritz,,"Empower Financial Services, Inc Peoria AZ Private Residence",chad.tritz@empower.com,,Salesforce
341800,,Paul Teske,Managing Director,Atl Advisor Lp,pteske@atlpartners.com,212-497-1381,Manual List Upload
10920824,Inactive Investor,Curtis Vorachek,,"Raymond James Financial Services, Inc. Decatur IL 225 N Water St",curt.vorachek@raymondjames.com,,Salesforce
10950580,Inactive Investor,Angela Jamar,,"Osaic Wealth, Inc. Novato CA 1500 Grant Ave",,,Salesforce
11038011,Inactive Investor,Christopher Donisi,Senior Client Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,christopher.donisi@morganstanley.com,,Salesforce
10817044,Inactive Investor,Wayne Meland,Financial Advisor;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Naples FL 850 Park Shore Dr",wayne.meland@benjaminfedwards.com,,Salesforce
10965026,Inactive Investor,John Senchak,,LPL Financial LLC Hyde Park NY 4011 Albany Post Rd,john.senchak@lpl.com,,Salesforce
10811921,Inactive Investor,Karen Yasukawa,Senior Institutional Consultant;Senior Vice President - Investments,"Raymond James & Associates, Inc. Honolulu HI 1001 Bishop St",karen.yasukawa@raymondjames.com,,Salesforce
9647975,,John Tanaka,,,tanakajohn@gmail.com,,List import
11012474,Inactive Investor,Teresa Abston,,PFS Investments Inc. Dickson TN 301 S Main St,teresa.abston@primerica.com,,Salesforce
10816918,Inactive Investor,Michael Andrews,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",michael_andrews@ml.com,,Salesforce
10614229,,Justo Valladares,Financial Advisor,,justo.valladares@wellsfargo.com,,List Import
11171227,Inactive Investor,Travis Propst,Advisor;Managing Director,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,tpropst@rockco.com,,Salesforce
9570588,,James Tjosvold,,,jtjosvold@gmail.com,,List import
11103561,Inactive Investor,Afia Brown-Jean Pierre,,PFS Investments Inc. New York NY 469 7th Ave,abrown-jean-pierre@primerica.com,,Salesforce
11077795,Inactive Investor,Kristen Allen,,"Raymond James Financial Services, Inc. Silverdale WA 4102 NW Anderson Hill Rd",kristen.allen@raymondjames.com,,Salesforce
9593604,,Holly Hedemark,,,holly.hedemark@plantemoran.com,,List import
10867105,Inactive Investor,Xi Ruan,,"Transamerica Financial Advisors, Inc Burlingame CA 500 Airport Blvd",xi.ruan@transamerica.com,,Salesforce
10899406,Inactive Investor,Peter Samurkas,Customer Service Associate,Morgan Stanley Rochester MI 1108 N Main St,,,Salesforce
10835658,Inactive Investor,Carl Uehling,Senior Vice President - Wealth Management,UBS Financial Services Inc. Newtown PA 411 S State St,carl.uehling@ubs.com,,Salesforce
10805329,Inactive Investor,Colleen Gormley,Financial Advisor;Vice President,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",colleen.gormley@rbc.com,,Salesforce
11045283,Inactive Investor,Paul Sacco,,"MML Investors Services, LLC Naples FL 4524 Silver Fox Dr",psacco@financialguide.com,,Salesforce
10895782,Inactive Investor,William Magnusson,,"Grove Point Investments, LLC Englewood CO 10637 E Briarwood Cir",wmagnusson@hbeckinc.com,,Salesforce
9627944,,Angel But,,,iwoagibawacsey@sabul1.com,,List import
139889,,Keith Brant,,Personal Capital Advisors Corporation,keith.brant@personalcapital.com,,
10859096,Inactive Investor,Stephen Kovach,Chief Compliance Officer;Chief Executive Officer,"Global Advisers, LLC",,,Salesforce
11063897,Inactive Investor,Jodie Holland,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,jodie.holland@primerica.com,,Salesforce
9562427,,Nadine Teychenne,,,nadine.teychenne@citi.com,,List import
11039591,Inactive Investor,Kaylee Henderson,,Cetera Investment Services LLC Picayune MS 229 Memorial Blvd,,,Salesforce
10955486,Inactive Investor,Thomas Leechin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11076202,Inactive Investor,Alex Yeon,Vice President,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10936294,Inactive Investor,Miguel Deleon,,NYLIFE Securities LLC Austin TX 4718 Duval St,madeleon@ft.newyorklife.com,,Salesforce
11029392,Inactive Investor,Selwyn Lawrence,,Citigroup Global Markets Inc.,,,Salesforce
9572879,,Tyler MacLeod,,,tylergeorgeedwardmacleod@gmail.com,,List import
335800,,Jason Storjohann,,Horizon Investments Llc,jstorjohann@horizoninvestments.com,,
10824655,Inactive Investor,Stefanie Andors,Assistant Vice President;Associate Director - Portfolio Management,Morgan Stanley Jericho NY 2 Jericho Plz,stefanie.andors@morganstanley.com,,Salesforce
11134489,Inactive Investor,Debra Mitchell,,"First Citizens Investor Services, Inc. Danville VA 130 Collins Dr",debra.mitchell@firstcitizens.com,,Salesforce
11026943,Inactive Investor,Victoria Krylov,Lead Compliance Officer,"Wells Fargo Clearing Services, LLC",,,Salesforce
10685406,,N'GUESSAN FABRICE KOUADIO,,,victoirenguessanknf580@gmail.com,,Web form fillout
11188686,Inactive Investor,Eric Gustafson,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,eric.gustafson@morganstanley.com,,Salesforce
10817878,Inactive Investor,Nathan McClure,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11119875,Inactive Investor,John Winn,Wealth Management Advisor,Rubicon Advisors Redding CA 1260 Pine St,,,Salesforce
11025384,Inactive Investor,Felicia Nunn,,PFS Investments Inc. Highland IN 2646 Hwy Ave,felicia.nunn@primerica.com,,Salesforce
11095264,Inactive Investor,Larry Edwards,,"Ameriprise Financial Services, LLC Galax VA 7526 Carrollton Pike",larry.edwards@ampf.com,,Salesforce
9640509,,rY RY,,,mapleinv2015@gmail.com,,List import
11102857,Inactive Investor,Caden Degreen,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",caden.degreen@nm.com,,Salesforce
10921842,Inactive Investor,Olivia Kaplan,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Sacramento CA 300 University Ave,olangs@rwbaird.com,,Salesforce
10913340,Inactive Investor,Bryan Glancy,Chief Compliance Officer;Managing Member;Owner,"Spinnaker Financial Group, LLC",bglancy@spinnakerfinancialgroup.com,,Salesforce
11107444,Inactive Investor,Andrew Seta,Registered Client Service Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,andrew.seta@morganstanley.com,,Salesforce
11101835,Inactive Investor,William Slayne,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,william.slayne@jpmorgan.com,,Salesforce
336121,,Michelle Crume,"Vice President, Ohio Regional Director","Infinex Investments, Inc.",mcrume@infinexgroup.com,203-599-6000,Manual List Upload
9635861,,Abbey Shupe,,,abbeys@marquiswealthgroup.com,,List import
10950685,Inactive Investor,Joseph Dallo,Financial Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,joseph.dallo@lpl.com,,Salesforce
11014376,Inactive Investor,Stacey Caruthers,,"Farmers Financial Solutions, LLC Loveland CO 2114 N Lincoln Ave",scaruthers@farmersagent.com,,Salesforce
11069463,Inactive Investor,Andrew Bennett,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11054349,Inactive Investor,David Storer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Austin TX 300 W 6th St",david.storer@rbc.com,,Salesforce
9631213,,Juan Padilla,,,juanantoniopadillazafra@gmail.com,,List import
10832321,Inactive Investor,Laurence Shafiroff,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11076166,Inactive Investor,Jonathan High,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",jonathan.high@ml.com,,Salesforce
11166836,Inactive Investor,Michael Hurley,Senior Investment Consultant,BNY Mellon Securities Corporation New York NY 240 Greenwich St,hurley.mm@dreyfus.com,,Salesforce
11108599,Inactive Investor,Cynterri Roberts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2505 W Chandler Blvd",,,Salesforce
10816837,Inactive Investor,Jacob Werner,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Bozeman MT 1101 E Main St,jjwerner@dadco.com,,Salesforce
337315,,Anthony Miller,,[Unknown],tmiller@bmcssumcoin.com,,
215958,,Siva Prakash,,[Unknown],sivaprakash236123@gmail.com,,source
52404,,Philip McWilliams,,"Berthel, Fisher & Company Financial Services, Inc.",pmcwilliams@berthelrep.com,785-865-1371,
10932259,Inactive Investor,Cathleen Sullivan,Operations Manager;Owner,"Sullivan Retirement Resources, LLC",cathleen@sullivanretirement.com,,Salesforce
10791248,Inactive Investor,April Bush,Portfolio Associate;Senior Registered Associate,Morgan Stanley Albany GA 2421 Westgate Dr,april.bush@morganstanley.com,,Salesforce
11053606,Inactive Investor,Mark Zelenika,Relationship Manager,"Leslie Global Wealth, LLC",mzelenika@leslieglobalwealth.com,,Salesforce
11127298,Inactive Investor,Joseph Diciolla,,"Osaic Wealth, Inc. Elmwood Park IL 7747 W Belmont Ave",,,Salesforce
11237919,Inactive Investor,Douglas Wilding,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",dwilding@performancetrust.com,,Salesforce
11229869,Inactive Investor,John Hampton,,&Partners Olympia WA 606 Columbia St NW,,,Salesforce
11131926,Inactive Investor,Dennis White,Financial Advisor,"WMG Financial Advisors, LLC",,,Salesforce
10915503,Inactive Investor,Gregg Georgantas,,"BFC Planning, Inc. Channaon IL Private Residence",,,Salesforce
9564741,,Alex Currie,,,acurrie@acme-nc.com,,List import
10904235,Inactive Investor,Stephen Ference,,Stonex Securities Inc. Blue Bell PA 3 Valley Sq,,,Salesforce
11163861,Inactive Investor,David Morris,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",david.morris@schwab.com,,Salesforce
10795590,Inactive Investor,Douglas Owens,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",doug.owens@prudential.com,,Salesforce
11043833,Inactive Investor,Monika Yeole,,J.P. Morgan Securities LLC Farmington MI 33200 W 12 Mile Rd,,,Salesforce
11002274,Inactive Investor,Tyler Kruse,,NYLIFE Securities LLC North Sioux City SD 330 Oak Tree Ln,tkruse@ft.newyorklife.com,,Salesforce
49029,,Kasey Sipiorski,,"MML Investors Services, LLC",ksipiorski@financialguide.com,413-737-8400,
11092167,Inactive Investor,Nancy Van Gomple,,Country Capital Management Company Appleton WI 5765 W Grande Market Dr,nancy.vangomple@countryfinancial.com,,Salesforce
11029975,Inactive Investor,Joshua Childers,,LPL Financial LLC Huntsville AL 220 Providence Main St NW,joshua.childers@lpl.com,,Salesforce
1005640,Inactive Investor,Nick Carmi,CEO BITGO PRIME,BitGo,nick@bitgo.com,9176890543,3rd Party Lead Gen
11133051,Inactive Investor,Dhruvil Pinalkumar Shah,,"RBC Capital Markets, LLC",,,Salesforce
11008868,Inactive Investor,Bingfang Lin,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,tracy.lin.kiwo@statefarm.com,,Salesforce
10857738,Inactive Investor,Scott Nachtigal,Financial Planner;Member,Stonebridge Wealth Systems LLC,scott@stonebridgeiwm.com,,Salesforce
11174611,Inactive Investor,Ky Fiser,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dallas TX 4144 N Central Expy",ky.fiser@ampf.com,,Salesforce
11075814,Inactive Investor,Kenneth Villano,,"Raymond James Financial Services, Inc. Basking Ridge NJ 11 S Finley Ave",ken.villano@raymondjames.com,,Salesforce
10973084,Inactive Investor,Tymothy Mcdonell,,"First Command Brokerage Services, Inc. O'Fallon IL 639 N Main St",tjmcdonell@firstcommand.com,,Salesforce
10897272,Inactive Investor,Ernesto Santos,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,ernesto.santos@primerica.com,,Salesforce
11078290,Inactive Investor,Brent Duman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brent.duman@schwab.com,,Salesforce
10782966,Inactive Investor,Ronald Gardner,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10984794,Inactive Investor,Blake Pitts,Investment Advisor Representative,IQ Capital Strategy LLC,blake@iqcapitalstrategy.com,,Salesforce
11254905,Inactive Investor,Addison Dascombe,Client Advisor,New Republic Partners Raleigh NC 4242 Six Forks Rd,addison.dascombe@newrepublicpartners.com,,Salesforce
10824787,Inactive Investor,Robert Ritchie,Financial Advisor,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10819863,Inactive Investor,Kimberly Ferry,Vice President,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,kimberly.ferry@jpmorgan.com,,Salesforce
10611774,,Lauren Rowland,"Principal, Senior Financial Advisor",,laurenr@rzhadvisors.com,,List Import
10879018,Inactive Investor,Robert Pajak,Investment Advisor Representative,First Affirmative Financial Network LLC West Newton MA 34 Dearborn St,bpajak@firstaffirmative.com,,Salesforce
10891903,Inactive Investor,Frank Crowe,,LPL Financial LLC Ashburn VA 44870 Rivermont Ter,frank.crowe@lpl.com,,Salesforce
11138897,Inactive Investor,Christopher Walker,,"Farmers Financial Solutions, LLC Henderson NV 375 N Stephanie St",cwalker1@farmersagent.com,,Salesforce
11196550,Inactive Investor,Browning Nagle,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10858102,Inactive Investor,Joseph Colman,Compliance Consultant;Compliance Officer;Financial Planner;President;Regulatory Contact,"Colman Knight Advisory Group, LLC",knight@colmanknight.com,,Salesforce
10851708,Inactive Investor,Daniel Lloyd,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",,,Salesforce
11008225,Inactive Investor,Slay Wagoner,Financial Advisor,LPL Financial LLC Ocean Springs MS 1001 Government St,slay.wagoner@lpl.com,,Salesforce
10486922,,Christopher Myers,Senior Wealth Management Lending Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",christophermyers22@msn.com,,List Import
10800016,Inactive Investor,Elizabeth Roberts,Executive Director;Financial Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,elizabeth.roberts@morganstanley.com,,Salesforce
11016520,Inactive Investor,Christina Emory,,"M Holdings Securities, Inc. Oxnard CA 1421 Emerson Ave",,,Salesforce
10994814,Inactive Investor,Scott Svoboda,Investment Advisor Representative,"Royal Fund Management, LLC Hoffman Estates IL 2815 Forbs Ave",,,Salesforce
8885,,Scott Harrington,,[[Unknown]],harringtonct@aol.com,,Database Upload
11142343,Inactive Investor,Alexander Napoli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",alexander_napoli@ml.com,,Salesforce
9574954,,Denver Nelson,,,dnelson@sigmarep.com,,List import
11069877,Inactive Investor,Kenneth Polley,Chief Compliance Officer;Chief Executive Officer;Managing Principal;Private Wealth Manager,Polley Wealth Management LLC,sean.polley@polleywealth.com,,Salesforce
10869968,Inactive Investor,Elizabeth Cooper,,"Avantax Investment Services, Inc. Jericho NY 33 S Service Rd",,,Salesforce
10891934,Inactive Investor,Richard Bartlett,Wealth Advisor,LPL Financial LLC Kennewick WA 7401 W Grandridge Blvd,richard.bartlett@lpl.com,,Salesforce
11082896,Inactive Investor,Onisa Treibs,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,onisa.treibs@fidelity.com,,Salesforce
10797932,Inactive Investor,Thomas Hilldore,Vice President,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,tehilldore@rwbaird.com,,Salesforce
10809340,Inactive Investor,Michael Cheslock,Financial Consultant,LPL Financial LLC Vestal NY 3121 Vestal Pkwy E,michael.cheslock@lpl.com,,Salesforce
11061600,Inactive Investor,Matthew Mast,Financial Associate,Thrivent Investment Management Inc. Saint Joseph MI 715 Market St,matthew.mast@thrivent.com,,Salesforce
11080182,Inactive Investor,Tiffany Budke,Senior Client Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,tiffany.budke@ubs.com,,Salesforce
11099819,Inactive Investor,Rachael Hanan,,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,rhanan@janney.com,,Salesforce
10853866,Inactive Investor,Nathan Allen,Senior Financial Advisor,"WMS Partners, LLC",,,Salesforce
10996401,Inactive Investor,Tahkieyanna Chillis,,J.P. Morgan Securities LLC Germantown TN 7708 Poplar Ave,tahkieyanna.chillis@jpmorgan.com,,Salesforce
9593635,,Taylor Hargett,,,thargett@financialengines.com,,List import
11053439,Inactive Investor,Harold Best,,"Pruco Securities, LLC. Monroe LA 1900 N 18th St",steve.best@prudential.com,,Salesforce
10644860,,Troy Melstrom,,,troy.melstrom@gs.com,,List Import
9571591,,Dennis Jones,,,djxkrs@gmail.com,,List import
11142466,Inactive Investor,Spencer Weaver,,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",,,Salesforce
10901167,Inactive Investor,Jacob Fischer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11000464,Inactive Investor,Kevin Spada,Financial Advisor,"Osaic Wealth, Inc. South Windsor CT 152 Deming St",,,Salesforce
11158468,Inactive Investor,Kevin Early,,Kovack Securities Inc. Apopka FL Private Residence,kearly@ksifa.com,,Salesforce
9561728,,Anthony Sacchetti,,,anthony.sacchetti@lfg.com,,List import
9615856,,Matt Case,,,mattcase70@gmail.com,,List import
11049059,Inactive Investor,Alan Weintraub,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",alan.weintraub@wellsfargoadvisors.com,,Salesforce
10919514,Inactive Investor,Jonathan Polson,,"Silver Oak Securities, Incorporated Greenville SC 33 Market Point Dr",,,Salesforce
9633211,,WEI XU,,,anitaxu50@hotmail.com,,List import
11183056,Inactive Investor,Joseph Ferrigno,,"Allstate Financial Services, LLC Manchester Township NJ 2118 Rte 70",josephferrigno@allstate.com,,Salesforce
10811770,Inactive Investor,Scott La Dore,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",scott.2.ladore@ampf.com,,Salesforce
10987347,Inactive Investor,Kristoffer Kaminski,Financial Representative,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",,,Salesforce
10799989,Inactive Investor,Mark Raney,Vice President - Wealth Management,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",mark.raney@raymondjames.com,,Salesforce
10872832,Inactive Investor,Christopher Reid,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",christopher.reid@ampf.com,,Salesforce
11090433,Inactive Investor,Robert Swires,,"Ameritas Investment Company, LLC San Francisco CA 847 Sansome St",rswires@ameritas.com,,Salesforce
9591770,,Olivier simonnet,,,olivier.simonnet.25@gmail.com,,List import
11058993,Inactive Investor,Russell Kincaid,,LPL Financial LLC Morgantown WV 507 Burroughs St,russell.kincaid@lpl.com,,Salesforce
9584338,,Gregory Gullickson,,,ggullickson@minotdeblois.com,,List import
10975289,Inactive Investor,Paul Dauron,,"U.S. Bancorp Investments, Inc. Seattle WA 504 Bell St",,,Salesforce
10944037,Inactive Investor,Michelle Jones,,Cetera Advisors LLC Wenatchee WA 1301 Walla Walla Ave,,,Salesforce
10875794,Inactive Investor,Francis Macri,,Cetera Advisor Networks LLC Bethlehem PA 70 E Broad St,macrif@ceteranetworks.com,,Salesforce
10814230,Inactive Investor,Dana Davis,Portfolio Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,dana.davis@morganstanley.com,,Salesforce
10869577,Inactive Investor,Hector Murillo,,J.P. Morgan Securities LLC Dublin CA 7600 Dublin Blvd,hector.e.murillo@jpmorgan.com,,Salesforce
11114591,Inactive Investor,Kyle Tate,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Omaha NE 8800 W Center Rd",kyle.tate@usbank.com,,Salesforce
11164385,Inactive Investor,Barrington Pryce,,"Farmers Financial Solutions, LLC San Antonio TX 6750 Tezel Rd",bpryce@farmersagent.com,,Salesforce
9574059,,Patti Wubbels,,,pwubbels@srmcorp.com,,List import
9552736,,Reginald Tucker,,,rtucker@ocers.org,,List import
10989551,Inactive Investor,Marygrace Dunleavy,Financial Planner,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
10801908,Inactive Investor,Elaine Habif,Financial Advisor;Senior Vice President,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,elaine.habif@morganstanley.com,,Salesforce
10795635,Inactive Investor,Denison Webster,Executive Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,reed.webster@morganstanley.com,,Salesforce
10844168,Inactive Investor,William Hicks,Co-Branch Manager,"Stifel, Nicolaus & Company, Incorporated Gainesville GA 212 Green St NE",hicksw@stifel.com,,Salesforce
10923628,Inactive Investor,Carolyn Duquen Higgins,,"Osaic Institutions, Inc. Smithtown NY 91 Rte 111",chiggins@infinexgroup.com,,Salesforce
11059784,Inactive Investor,Fred Shocket,,Cetera Advisor Networks LLC Southampton PA Private Residence,,,Salesforce
11009259,Inactive Investor,Andrew Leeman,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,aleeman@ft.newyorklife.com,,Salesforce
10987903,Inactive Investor,Jacob Large,,"Allstate Financial Services, LLC Grand Rapids MI 89 54th St SW",jacoblarge@allstate.com,,Salesforce
9574797,,Tom St.,,"MIDWEST FINANCIAL PARTNERS
INVESTMENTS INC",tom@mfpmn.com,,List import
10831107,Inactive Investor,Martin Lader,,LPL Financial LLC Charlestown RI 119 Prosser Trl,martin.lader@lpl.com,,Salesforce
9575754,,Alisha Merkel,,,alisha.merkel@53.com,,List import
11018457,Inactive Investor,Breanna Gates,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10861101,Inactive Investor,Mary Wilkinson,Vice President,"MML Investors Services, LLC Boston MA Private Residence",,,Salesforce
10802902,Inactive Investor,Charles Poggi,Financial Advisor,Janney Montgomery Scott LLC Hackensack NJ 505 Main St,cpoggi@janney.com,,Salesforce
10851015,Inactive Investor,Christopher Rhyne,Principal,Sargent Investment Group,crhyne@sargentinvestmentgroup.com,,Salesforce
11172090,Inactive Investor,Christopher Harris,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,christopher.harris@primerica.com,,Salesforce
10906637,Inactive Investor,Adam Colby,Chief Compliance Officer;Chief Financial Officer;Financial Planner;Owner;Senior Financial Planner,The Wealth Group - Austin B. Colby & Associates Franklin TN 725 Cool Springs Blvd,adam@wealthgroupmn.com,,Salesforce
10774235,Inactive Investor,Philip Pellegrino,Executive Director,UBS Financial Services Inc.,philip.pellegrino@ubs.com,,Salesforce
9567781,,joseph -,,,joshields@comcast.net,,List import
11144672,Inactive Investor,Ryan Box,,"Commerce Brokerage Services, Inc. Kansas City MO 1000 Walnut St",ryan.box@commercebank.com,,Salesforce
11087830,Inactive Investor,Anthony West,,J.P. Morgan Securities LLC Arlington Heights IL 300 E Rand Rd,anthony.j.west@jpmorgan.com,,Salesforce
10914032,Inactive Investor,Justin Rollins,,"Wells Fargo Clearing Services, LLC Henderson NV 2461 Hampton Rd",justin.rollins@wfadvisors.com,,Salesforce
11260205,Inactive Investor,Evan Speir,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11235844,Inactive Investor,Christopher Johnson,Senior Wealth Advisor,"Vantage Financial Partners, LLC Columbus OH 2875 W Dublin Granville Rd",,,Salesforce
10875944,Inactive Investor,Korrie Frank,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Altoona WI 1520 Front Porch Pl",korrie.trier@ampf.com,,Salesforce
10957458,Inactive Investor,Alicia Arciniega,Administrative Assistant;Corporate Secretary;Investment Advisor;Investment Advisor Representative,Smart Investments Advisory Incorporated,aarciniega@smart-advisory.com,,Salesforce
9600695,,Scott Greene,,,scott.greene@clsinvest.com,,List import
9642521,,Brian Strong,,,bcschessnyc@gmail.com,,List import
11101504,Inactive Investor,Justin Moore,Financial Advisor,Edward Jones Richmond KY 100 Keystone Dr,justin.moore@edwardjones.com,,Salesforce
11026678,Inactive Investor,Ileana Ille,Financial Advisor,Morgan Stanley Manchester NH 1155 Elm St,ileana.ille@morganstanley.com,,Salesforce
371266,,John Carlson,,John Carlson Living Trust,seafront@comcast.net,,Initial Salesforce Import
10776401,Inactive Investor,Stephen Sherman,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,stephen.sherman@morganstanley.com,,Salesforce
11078840,Inactive Investor,Sean Thomas,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10796339,Inactive Investor,Michael O'Shaughnessey,Wealth Strategy Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,michael.c.oshaughnessey@ubs.com,,Salesforce
10845690,Inactive Investor,Frank Caputo,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",frank.caputo@equitable.com,,Salesforce
11067435,Inactive Investor,Elizabeth Park,,"American Fidelity Securities, Inc.",elizabeth.park@af-group.com,,Salesforce
10773630,Inactive Investor,Adam Solano,,"MML Investors Services, LLC Grayslake IL 33185 N Island Ave",asolano@financialguide.com,,Salesforce
10841906,Inactive Investor,April Martin,Financial Advisor,LPL Financial LLC Earlysville VA Private Residence,april.martin@lpl.com,,Salesforce
11232238,Inactive Investor,John Maceranka,Chief Compliance Officer;Chief Financial Officer;FINOP;President,"The Windmill Group, Inc.",,,Salesforce
11058274,Inactive Investor,Kristine Guisao-Barreto,Account Executive,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,kguisao@janney.com,,Salesforce
10945070,Inactive Investor,Michelle Pham,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
10850370,Inactive Investor,Michael Brown,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
11088546,Inactive Investor,Bradley Finnigan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",bradley.finnigan@rbc.com,,Salesforce
11027159,Inactive Investor,Cristina Mateo,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,,,Salesforce
10878672,Inactive Investor,John Le Berthon,Client Service Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
10848462,Inactive Investor,Timothy Carr,Financial Advisor,"Pinnacle Investments, LLC Auburn NY 110 Genesee St",licensng@pinnacle-llc.com,,Salesforce
10834099,Inactive Investor,David Neal,,"CapFinancial Securities, LLC. Wichita KS 1625 N Waterfront Pkwy",,,Salesforce
11106561,Inactive Investor,Karen Crnkovich,,"Raymond James Financial Services, Inc. Brookfield WI 13890 Bishops Dr",karen.crnkovich@raymondjames.com,,Salesforce
11169152,Inactive Investor,Jess Panichi,,"Raymond James Financial Services, Inc. Duluth MN 4135 Richard Ave",jess.panichi@raymondjames.com,,Salesforce
10862397,Inactive Investor,Katherine Griffin,Registered Administrative Associate,LPL Financial LLC Portsmouth NH 75 Portsmouth Blvd,katherine.griffin@lpl.com,,Salesforce
11165195,Inactive Investor,Gregory Hood,,LPL Financial LLC Columbia TN 813 S Garden St,grant.hood@lpl.com,,Salesforce
9622513,,SEBASTIAN ATTHA ARRAZY,,,attha.ns11@gmail.com,,List import
48534,,Scott Berghaus,Partner,Thrivent Investment Management Inc.,scott.berghaus@thrivent.com,216-898-2262,
10787552,Inactive Investor,Christopher Rodriguez,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,christopher.a.rodriguez@jpmorgan.com,,Salesforce
219920,,Rachel Smith,,[Unknown],rjsmith1222@yahoo.com,,
10890869,Inactive Investor,Jacob Williams,Financial Advisor,Edward Jones Hopkinsville KY 3201 Lafayette Rd,jake.williams@edwardjones.com,,Salesforce
10820597,Inactive Investor,Jack Bruscianelli,,B. Riley Wealth Management Villa Park IL 1 Tower Ln,,,Salesforce
9576803,,Andrew Chrisman,,,achrisman@ft.newyorklife.com,,List import
11091861,Inactive Investor,Steven Taub,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,smtaub@ft.newyorklife.com,,Salesforce
11096072,Inactive Investor,Rebecca Garrow,Financial Advisor,"First Pacific Financial, Inc.",rebecca@fp-financial.com,,Salesforce
9632655,,Gail Covney,,,gac0421@optonline.net,,List import
10938406,Inactive Investor,Grant Benson,,Goldman Sachs & Co.,,,Salesforce
11146475,Inactive Investor,Paul Dowd,Financial Advisor,Park Avenue Securities LLC Raleigh NC 2626 Glenwood Ave,,,Salesforce
10817587,Inactive Investor,John Peluso,Senior Managing Director,"Wells Fargo Advisors Financial Network, LLC Melville NY 68 S Service Rd",jack.peluso@wfafinet.com,,Salesforce
11057348,Inactive Investor,Molly Wilson,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
10918816,Inactive Investor,Nicholas Champagne,Financial Advisor,LPL Financial LLC Kent WA 1140 W Meeker St,nicholas.champagne@lpl.com,,Salesforce
9595311,,Madiyou Diallo,,,madiyou@bassirahconsulting.com,,List import
10854669,Inactive Investor,Steven Perry,Financial Advisor,"Concourse Financial Group Securities, Inc. Hesston KS 357 N Old US Hwy 81",steven.perry@concoursefinancial.com,,Salesforce
9624611,,Julie Graefen,,,graefj1@aol.com,,List import
10761501,Inactive Investor,Peter Vickery,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",peter_vickery@ml.com,,Salesforce
10840389,Inactive Investor,Prafullkumar Shah,,PFS Investments Inc. San Jose CA 3031 Tisch Way,prafull.shah@primerica.com,,Salesforce
10955521,Inactive Investor,Matthew Wilson,Director - Sports and Entertainment,"Northwestern Mutual Investment Services, LLC Birmingham AL 2801 2nd Ave S",matt.wilson@nm.com,,Salesforce
11129497,Inactive Investor,Dante Conzonere,,J.P. Morgan Securities LLC Mandeville LA 3500 Hwy 190,dante.conzonere@jpmorgan.com,,Salesforce
10812731,Inactive Investor,Timothy Stearns,Compliance Officer;Compliance Principal;Regulatory Contact;Vice President,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
11044980,Inactive Investor,Sarah Pierce,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",sarah.m.pierce@nm.com,,Salesforce
11065654,Inactive Investor,Andrea Hageman,Client Service Associate,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,andrea.hageman@ubs.com,,Salesforce
11235853,Inactive Investor,Christopher Chaves,Director - Investments;Wealth Advisor,"Beacon Bridge Wealth Partners, LLC Conshohocken PA 101 W Elm St",chris@beaconbridgewealth.com,,Salesforce
11034972,Inactive Investor,Matthew Nobles,Vice President,LPL Financial LLC,matthew.nobles@lpl.com,,Salesforce
10931333,Inactive Investor,Brent Mace,,"Raymond James Financial Services, Inc. Bridgeport WV 1000 Johnson Ave",brent.mace@raymondjames.com,,Salesforce
11114177,Inactive Investor,Roderick Arnst,,"Osaic Wealth, Inc. Okemos MI 4121 Okemos Rd",,,Salesforce
11155473,Inactive Investor,Anthony Gardini,,"American Capital Partners, LLC",agardini@acpweb.com,,Salesforce
9637873,,Tanganyika Grayson,,,tgrayso@southernco.com,,List import
11053889,Inactive Investor,David Kates,,"MML Investors Services, LLC New York NY 90 Park Ave",dkates@massmutual.com,,Salesforce
10858195,Inactive Investor,David Kelly,Chief Compliance Officer;Founder;President;Treasurer,"Three Lakes Advisors, Inc.",,,Salesforce
10990845,Inactive Investor,Gifty Annan,,LPL Financial LLC West Haven CT 220 Captain Thomas Blvd,gifty.annan@lpl.com,,Salesforce
10919061,Inactive Investor,Thomas Fuest,Financial Advisor,Edward Jones Lockport NY 26A Davison Ct,thomas.fuest@edwardjones.com,,Salesforce
9569753,,William Dagit,,,wdagit@royalaa.com,,List import
10996323,Inactive Investor,Kylee Gagne,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10811724,Inactive Investor,Wyatt Crowell,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,wyatt.crowell@us.hsbc.com,,Salesforce
10774005,Inactive Investor,Ann Kenik,Portfolio Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,ann.marie.kenik@morganstanley.com,,Salesforce
10979407,Inactive Investor,Liwen Wang,,Jefferies LLC,lwang@jefferies.com,,Salesforce
11065678,Inactive Investor,Jarrod Byers,Client Service Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,jarrod.byers@ubs.com,,Salesforce
10964538,Inactive Investor,Damien Ruybal,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",damien.ruybal@empower.com,,Salesforce
9578608,,David Sobol,,,dsobol@mooncapital.com,,List import
11023114,Inactive Investor,Sean Heslin,Financial Advisor,LPL Financial LLC Palm Springs CA 777 E Tahquitz Canyon Way,sean.heslin@lpl.com,,Salesforce
11011189,Inactive Investor,Erica Pimental,,J.P. Morgan Securities LLC Providence RI 234 Thayer St,erica.pimental@jpmorgan.com,,Salesforce
11001852,Inactive Investor,Cody Kenny,,"Northwestern Mutual Investment Services, LLC Oklahoma City OK 6301 Waterford Blvd",cody.kenny@nm.com,,Salesforce
10835939,Inactive Investor,Michael White,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Greenville SC 201 E McBee Ave,michael.r.white@morganstanley.com,,Salesforce
10823590,Inactive Investor,Justin Cattoor,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",justin.cattoor@nm.com,,Salesforce
10807665,Inactive Investor,Sandra Dee,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmel CA 3775 Via Nona Marie",sandra.dee@ml.com,,Salesforce
10842655,Inactive Investor,Kenneth Lutz,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5905 S Virginia St",kenneth.lutz@ml.com,,Salesforce
11070436,Inactive Investor,Anam Sadarangani,Director;Owner,Amphora Advisors,anam@amphorany.com,,Salesforce
10829651,Inactive Investor,Andrew Croop,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,andrew.croop@jpmorgan.com,,Salesforce
10784667,Inactive Investor,Richard Juergensen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hunt Valley MD 11350 McCormick Rd",richard.k.juergensen@ampf.com,,Salesforce
10878382,Inactive Investor,G Lundby-Thomas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",g.s.lundby_-_thomas@ml.com,,Salesforce
11163407,Inactive Investor,Erik Bodurtha,,"MML Investors Services, LLC",ebodurtha@massmutual.com,,Salesforce
59229,,Julie Lipsky,"President, Senior Wealth Advisor",Ellenbecker Investment Group,julie@ellenbecker.com,262-691-3200,Manual List Upload
10880323,Inactive Investor,Thomas Martin,Senior Portfolio Manager,GLOBALT Investments LLC,tmartin@globalt.com,,Salesforce
11199536,Inactive Investor,Samuel Blum,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member;President,"Blum Capital Management, LLC",,,Salesforce
231353,,Mary -,,Mary [[Unknown]],goodmood19802000@gmail.com,,Direct
10615682,,Daniel Judd,,,juddd@stifel.com,,List Import
9591908,,Christian Mussard,,,cmussard@hotmail.co.uk,,List import
9624628,,michael sia,,,miketsia@yahoo.com,,List import
9591197,,Mari Buechner,,,mari@ccsmadison.com,,List import
11295211,,Jomar Talbert,,,jomartalbert.jt@gmail.com,7044607047,Web Form Fillout
11183974,Inactive Investor,Cristopher Cuevas,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Senior Financial Advisor,Bright Legacy LLC,cris@brightlegacyamg.com,,Salesforce
11137176,Inactive Investor,David Cappozzo,Financial Advisor,Edward Jones Madison WI 2820 Walton Commons Ln,dave.cappozzo@edwardjones.com,,Salesforce
11092942,Inactive Investor,Kendra Plueard,Financial Advisor,"VALIC Financial Advisors, Inc. Eugene OR 488 E 11th Ave",kendra.plueard@valic.com,,Salesforce
10648414,,Philip Yanaros,,,philip.yanaros@fmr.com,,List Import
10489057,,Gary Grahnquist,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",gary.c.grahnquist@ampf.com,214-445-0605,List Import
10961998,Inactive Investor,Fred Dao,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,,,Salesforce
11017387,Inactive Investor,Jeffrey Bricco,Vice President,Robert W. Baird & Co. Incorporated,jbricco@rwbaird.com,,Salesforce
10981309,Inactive Investor,Yichao Huang,,J.P. Morgan Securities LLC Seattle WA 1919 N 45th St,yichao.huang@jpmorgan.com,,Salesforce
9547087,,asdadasd asdadasd,,,asdaasda@asdasd.com,,List import
10806045,Inactive Investor,David Dieal,Financial Advisor,LPL Financial LLC Ardmore PA 40 E Montgomery Ave,david.dieal@lpl.com,,Salesforce
11031789,Inactive Investor,Julie David,,"Raymond James Financial Services, Inc. Forest VA 312 Brook Park Pl",julie.david@raymondjames.com,,Salesforce
196472,,George Costakis,Financial Advisor,Eagle Strategies LLC,costakis@eaglestrategies.com,847-317-8770,product
10981483,Inactive Investor,Lori Meier,,J.P. Morgan Securities LLC Nutley NJ 351 Centre St,lori.meier@chase.com,,Salesforce
10814681,Inactive Investor,Stephen Renie,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",stephen.renie@ml.com,,Salesforce
10933273,Inactive Investor,Bond Bell,,Cetera Advisor Networks LLC Ft Wayne IN Private Residence,,,Salesforce
339528,,Kevin Lalor,Director,"Global Portfolio Strategies, Inc.",kevin.lalor@prudential.com,860-534-7790,Manual List Upload
11218551,,David Koning,,,dkoning@rwbaird.com,,List Import
11231266,Inactive Investor,Edward Agoglia,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
10890036,Inactive Investor,Allison O'Brien,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,,,Salesforce
172739,,TaeHyeok Jang,,[Unknown],taehyeok-jang@naver.com,,Organic Search
9597893,,Philip Wunderlich,,,pwunderlich@wundernet.com,,List import
10968936,Inactive Investor,Paul Gran,,"Farmers Financial Solutions, LLC Westmont IL 414 Plaza Dr",pgran@farmersagent.com,,Salesforce
10861165,Inactive Investor,Glenn McKinney,,"Cambridge Investment Research, Inc. Clearwater FL 2454 N McMullen Booth Rd",,,Salesforce
10955549,Inactive Investor,Matthew McKay,Chief Compliance Officer;Lead Advisor;Managing Member,McKay Wealth Management Group LLC,matt@mckaywealthgroup.com,,Salesforce
11013375,Inactive Investor,Matthew Delaney,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,madelaney@ft.newyorklife.com,,Salesforce
9565657,,Matthew Granite,,,mattg@glcapitaladvisors.com,,List import
9589430,,Robert Rexford,,,rrexford@rexfordcapital.com,,List import
11051693,Inactive Investor,Glenn Rank,Chief Compliance Officer;Managing Member;President,"GSR Capital Management, Inc.",glenn.rank@gsrcapitalmanagement.com,,Salesforce
9565669,,Jeremy Altfeder,,,jeremy.altfeder@captrustadvisors.com,,List import
10977181,Inactive Investor,Morgan Pazos,,Morgan Stanley New York NY 1585 Broadway,morgan.pazos@morganstanley.com,,Salesforce
10999775,Inactive Investor,Matthew Kupferer,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10855345,Inactive Investor,Brannon Ozark,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,brannonozark.team@fidelity.com,,Salesforce
9579159,,Angela Raitzin,,,araitzin@firstrepublic.com,,List import
10939056,Inactive Investor,Cullen Hayes,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,cullen.hayes.qrcq@statefarm.com,,Salesforce
11146779,Inactive Investor,Frederick Shropshire,Division Leader,PFS Investments Inc. Edison NJ 2015 State Rte 27,frederick.shropshire@primerica.com,,Salesforce
10911608,Inactive Investor,John Sukovaty,,"Parkland Securities, LLC Hillrose CO Private Residence",,,Salesforce
9616552,,sdffd sdfsfd,,,sdfsfd@sdgg.com,,List import
10934664,Inactive Investor,John Pagnotta,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
11033707,Inactive Investor,Michael Petrone,Financial Advisor,Park Avenue Securities LLC Princeton NJ 5 Vaughn Dr,michael_petrone@glic.com,,Salesforce
10900314,Inactive Investor,Chukwuemek Emecheta,,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,chukwuemek.emecheta@primerica.com,,Salesforce
9636208,,Dariusz Wojnar,,,dwojnar@ntrs.com,,List import
10845212,Inactive Investor,Christina Shellenbarger,Vice President,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,christina.shellenbarger@jpmorgan.com,,Salesforce
11041598,Inactive Investor,Helen Nix,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",helen.nix@ml.com,,Salesforce
11123098,Inactive Investor,Jennifer Gamma,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",jennifer.gamma@ml.com,,Salesforce
10954398,Inactive Investor,Caitlin Moody,,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",,,Salesforce
11161621,Inactive Investor,Peter Rohn,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",pete.rohn@wellsfargoadvisors.com,,Salesforce
9628879,,Keith Sines,,,designsbysines@outlook.com,,List import
11171536,Inactive Investor,Christopher Godbold,Financial Advisor,Edward Jones Lowell MI 206 E Main St,christopher.godbold@edwardjones.com,,Salesforce
11234384,Inactive Investor,Neil McDonald,,MooMoo Financial Inc.,,,Salesforce
10531797,,Richard MacDonald,National Accounts,Resolute Managers,richard.macdonald@resolutemanagers.com,5086866347,List Import
212223,,Leo Pike,,[Unknown],leopike@gmail.com,,
10775273,Inactive Investor,James Suger,Financial Advisor;Vice President;Workplace Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,james.suger@morganstanley.com,,Salesforce
10879057,Inactive Investor,Jeffrey Allen,,"HighTower Securities, LLC Naples FL 999 Vanderbilt Beach Rd",jsallen@hightoweradvisors.com,,Salesforce
348375,,Todd Mcdonald,Registered Sales Assistant,Horizon Technology Finance,todd@horizontechfinance.com,860-676-8654,Manual List Upload
10645448,,Matthew Copeland,,,matthew.copeland@ubs.com,,List Import
11059469,Inactive Investor,James Morris,,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,jamespmorris@primerica.com,,Salesforce
11229817,Inactive Investor,Gino Dodd,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",,,Salesforce
9624679,,GLENN FREDRICK,,,gfredrick@me.com,,List import
10905670,Inactive Investor,Robert Enright,Principal;Senior Advisor,Burton Enright Welch Walnut Creek CA 1333 N California Blvd,renright@bewinvest.com,,Salesforce
11019219,Inactive Investor,Connie Lee,,J.P. Morgan Securities LLC Fort Lee NJ 188 Main St,,,Salesforce
11008851,Inactive Investor,Christopher Burke,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10487301,,Patrick Carrigan,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,patrick.carrigan@ubs.com,,List Import
11119634,Inactive Investor,Jackson Spires,,Fidelity Brokerage Services LLC,,,Salesforce
10870059,Inactive Investor,Vladimir Martynov,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,vladimir.martynov@fmr.com,,Salesforce
9614681,,ryo golgo,,,minato93400@gmail.com,,List import
10924846,Inactive Investor,Philip Faulk,,"Raymond James Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",michael.faulk@raymondjames.com,,Salesforce
11234290,Inactive Investor,Sheldon Green,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11216965,,Marilyn Mantziaris,,,mmantziaris@janney.com,,Other
11222925,,Gabriel Lapito,,,glapito@cfnmail.com,,List Import
11142889,Inactive Investor,Peyman Pezeshkian,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
11189023,Inactive Investor,Peter Acciavatti,,"Osaic Wealth, Inc.",,,Salesforce
11054031,Inactive Investor,Ryan Heider,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C.",rheider@sequoia-financial.com,,Salesforce
9553995,,Baylor Landry,,,baylorlandry@tamu.edu,,List import
10858004,Inactive Investor,Lindsay Hughes,,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",lindsay.hughes@wellsfargoadvisors.com,,Salesforce
10858976,Inactive Investor,Daniel Moseley,Managing Director,"Northwestern Mutual Investment Services, LLC Duluth MN 11 E Superior St",daniel.j.moseley@nm.com,,Salesforce
10768644,Inactive Investor,Kent Beard,Financial Advisor,Edward Jones Houston TX 1500 S Dairy Ashford Rd,kent.beard@edwardjones.com,,Salesforce
10799298,Inactive Investor,Thomas Scampini,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Kalamazoo MI 277 S Rose St,thomas.scampini@morganstanley.com,,Salesforce
9550953,,Joseph Peterson,,,josephrpeterson@financialguide.com,,
10838189,Inactive Investor,Brian Babb,Financial Advisor,Financial Advocates Investment Management,bbabb@financialadvocates.com,,Salesforce
10835765,Inactive Investor,Brian Dorn,Chief Investment Officer,"Leelyn Smith, LLC",bdorn@theretirementnetwork.com,,Salesforce
9617396,,Patrick Tenney,,,ptenney@emrosecapital.com,,List import
10999449,Inactive Investor,Samuel Marcus,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10983325,Inactive Investor,Carolyn Burgin,Financial Planner,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",cburgin@nationallife.com,,Salesforce
340845,,Viki Haas,,Exencial Wealth Advisors,vhaas@exencialwealth.com,405-478-1971,Manual List Upload
11199930,Inactive Investor,Paul Seiferle,Chief Compliance Officer;Managing Member,Lega Z Advisory LLC,paolo@legazadvisory.com,,Salesforce
10826426,Inactive Investor,Brian Langan,Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,brian.langan@morganstanley.com,,Salesforce
10757578,Inactive Investor,Marvin Schwartz,Senior Portfolio Manager,Neuberger Berman BD LLC,marvin.schwartz@nb.com,,Salesforce
1895849,,mike oz,,[Unknown],defitheoz@gmail.com,,
11025712,Inactive Investor,Michelle Theresias,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",,,Salesforce
11166119,Inactive Investor,Andrew Reitzner,Financial Advisor,Edward Jones Altoona WI 2411 N Hillcrest Pkwy,andrew.reitzner@edwardjones.com,,Salesforce
6224984,,kol Perry,,,kigaxic827@unicsite.com,,Web Form Fillout
10759404,Inactive Investor,Richard Case,,Goldman Sachs & Co.,richard.case@gs.com,,Salesforce
10763940,Inactive Investor,David Peck,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",david.a.peck@truist.com,,Salesforce
10816641,Inactive Investor,Monica Marti,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",martim@stifel.com,,Salesforce
212111,,Nader Akhnoukh,,[Unknown],nader@novawulf.io,,
10821964,Inactive Investor,Laura Riley,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Warren NJ 184 Liberty Corner Rd",lriley@financialguide.com,,Salesforce
10983609,Inactive Investor,James Joseph,Investment Advisor,Fisher Investments,,,Salesforce
9572724,,Scott Broder,,,scott@basswoodpartners.com,,List import
10611662,,Daniel Dodderidge,Financial Advisor,,daniel.dodderidge@wellsfargoadvisors.com,,List Import
10888882,Inactive Investor,Patrick Latta,Associate Wealth Advisor;Financial Advisor,ACT Advisors,pat@act-advisors.com,,Salesforce
11032359,Inactive Investor,Brian Pahnke,Financial Advisor,Thrivent Investment Management Inc. Escanaba MI 1612 Ludington St,brian.pahnke@thrivent.com,,Salesforce
47689,,Joshua Beck,Financial Consultant,Thrivent Investment Management Inc.,joshua.beck@thrivent.com,763-633-5300,
10933240,Inactive Investor,Scott Gonzales,,Key Investment Services LLC Ogden UT 2491 Washington Blvd,scott_gonzales@kisinvestments.com,,Salesforce
9576185,,Thomas Hodges,,,thomas.hodges@suntrust.com,,List import
11198441,Inactive Investor,Sean Tabone,,"Spire Securities, LLC",,,Salesforce
9601219,,Misae Ogishima,,,ogi74@hotmail.com,,List import
9634780,,Timothy Waller,,,timothy.waller@alcentra.com,,List import
9626084,,Rye Rye,,,asurorye@yahoo.ca,,List import
9545681,,Peter Marron,,,pmarron@pinnacle-ny.com,,List import
4327106,,Yulids Yubn,,,julisa@gmail.com,,Web Form Fillout
10764922,Inactive Investor,Carter Beck,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10778072,Inactive Investor,George Gish,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,gishg@ceteranetworks.com,,Salesforce
11208298,Inactive Investor,Kevin Hough,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lakewood CO Private Residence",kevin.hough@tiaa.org,,Salesforce
9578683,,Ahmed Humaid,,,ahmed.humaid6677@gmail.com,,List import
340336,,Kimberly Merry,Business Manager,Seneca Financial Advisors Llc,kmerry@senecafinancialadvisors.com,585-203-1211,Manual List Upload
11002106,Inactive Investor,Dusan Stevanovic,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
25176,,Simphiwe Ngema,,[Unknown],ngemasimphiwe@rocketmail.com,,Direct
11057471,Inactive Investor,Jeffrey McCloskey,,"Principal Securities, Inc. Columbus OH 580 S High St",,,Salesforce
10941274,Inactive Investor,Jose Del Valle,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
11150149,Inactive Investor,Edward Lord,,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10852933,Inactive Investor,Charles Pollock,,Jefferies LLC Dallas TX 300 Crescent Ct,cpollock@jefferies.com,,Salesforce
9541710,,Barry Higgins,,,bhiggins@hfr.com,,List import
10806957,Inactive Investor,Todd Hanneman,Relationship Manager,UBS Financial Services Inc. Wayzata MN 681 Lake St E,todd.hanneman@ubs.com,,Salesforce
10902736,Inactive Investor,William Ryan,Senior Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,wryan@rwbaird.com,,Salesforce
11018514,Inactive Investor,Bernard Atkins,Chief Investment Officer;Head - Training,"First Advisors National, LLC Atlanta GA 2222 Peachtree Rd NW",,,Salesforce
217161,,Ali C,CEO,HNC analytic solution,max061611@hotmail.com,,Event
11194482,Inactive Investor,Andrew Sanborn,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",asanborn@financialguide.com,,Salesforce
9542269,,Erwin Baeza,,,ideerwin@gmail.com,,List import
10920533,Inactive Investor,Patrick Bolger,Chief Compliance Officer;Owner,PB Capital,pbolger@pbcbolger.com,,Salesforce
11237067,Inactive Investor,Michael Shaul,Partner;Wealth Manager,Creative Planning Memphis TN 700 Colonial Rd,,,Salesforce
10852144,Inactive Investor,Phillip Calandra,Member;Senior Financial Advisor,Apella Wealth Atlanta GA 600 Galleria Pkwy SE,,,Salesforce
11232530,Inactive Investor,Kevin Oneill,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10901891,Inactive Investor,Michael Letorney,,"Horace Mann Investors, Inc. Hingham MA 37 Derby St",michael.letorney@horacemann.com,,Salesforce
10853703,Inactive Investor,Jeffrey Thompson,,"Kingswood Capital Partners, LLC New York NY 126 E 56th St",,,Salesforce
9591970,,Ronnie Moody,,,ron.moody@lpl.com,,List import
11115261,Inactive Investor,Patricia Vanleeuwen,,PFS Investments Inc. Crestline CA 580 Forest Shade Rd,pvanleeuwen@primerica.com,,Salesforce
10903283,Inactive Investor,Brandi Beghtel,,Fidelity Brokerage Services LLC,brandi.beghtel@fidelity.com,,Salesforce
9645869,,kang sun,,,tjdrud3013@gmail.com,,List import
10830974,Inactive Investor,Shannon Baker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11103983,Inactive Investor,John Strasburger,,LPL Financial LLC Center Valley PA 4505 Saucon Creek Rd,john.strasburger@lpl.com,,Salesforce
10918526,Inactive Investor,Samuel Heath,Financial Advisor,Edward Jones Buford GA 4536 Nelson Brogdon Blvd,sam.heath@edwardjones.com,,Salesforce
6184645,,Joe Zheng,,iCapital,jzheng@icapitalnetwork.com,,Web Form Fillout
10917517,Inactive Investor,Meredith Moreland,Assistant Vice President;Senior Client Service Assistant,"Wells Fargo Advisors Financial Network, LLC Elizabeth City NC 113 S Water St",,,Salesforce
11049084,Inactive Investor,Darnel Webster,,"PHX Financial, Inc.",dwebster@phoenixinc.com,,Salesforce
10696312,,Julie Kousen,,Insigneo,julie.kousen@insigneo.com,,List Import
9606071,,Jason Plontz,,,jason@plontzies.com,,List import
10971700,Inactive Investor,Jake Kooyman,,Oppenheimer & Co. Inc.,jake.kooyman@opco.com,,Salesforce
11221560,,Alex Shoker,,,ashoker@shoker.com,,List Import
11118788,Inactive Investor,Ismael Falcon,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,ifalcon@ft.newyorklife.com,,Salesforce
8630,,Albet CAI,,[[Unknown]],dajian18@gmail.com,,Organic Search
5789814,,Michael McCoy,,,mikemccoy2@mac.com,,Web Form Fillout
226757,, -,,[[Unknown]],gazabinham2012@gmail.com,,Initial Salesforce Import
10797172,Inactive Investor,Martin Cuilla,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,martin.cuilla@fidelity.com,,Salesforce
349314,,Mary Kurtz,Managing Member,"Tlc Group Investment Advisors, Llc",mary@tlcgroupadvisors.com,814-231-2265,Manual List Upload
10953504,Inactive Investor,Jacob Yallof,,Vanguard Marketing Corporation,jacob_yallof@vanguard.com,,Salesforce
10847182,Inactive Investor,Jose Costa,,"XP Investments US, LLC",,,Salesforce
10615879,,Brian Paone,,,brian.paone@jpmorgan.com,,List Import
11037720,Inactive Investor,Wayne Walden,Founder;Portfolio Manager,City Different Investments,wayne@citydifferentinvestments.com,,Salesforce
11152882,Inactive Investor,Herman Johnson,,"Avantax Investment Services, Inc. Hillsborough NJ Private Residence",,,Salesforce
11229367,Inactive Investor,Christopher Kane,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
11118692,Inactive Investor,Mark Medairy,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,mmedairy@ft.newyorklife.com,,Salesforce
10966961,Inactive Investor,Kira La Sage,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",,,Salesforce
11261120,Inactive Investor,Kyle Conner,Client Service Representative;Wealth Advisor,"Curran Financial Partners, LLC",kyle@mlinvestmentgroup.com,,Salesforce
11165922,Inactive Investor,Rebecca Hunt,,"Osaic Wealth, Inc. Morristown NJ 163 Madison Ave",,,Salesforce
11152006,Inactive Investor,William Behling,Consulting Group Analyst;Financial Analyst,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,william.t.behling@morganstanley.com,,Salesforce
9633861,,Ariel Ramirez,,,arielramirez95@gmail.com,,List import
219659,,David Highberg,,[Unknown],dmhighberg@gmail.com,,Organic Search
10895617,Inactive Investor,Brooke Rose,Financial Advisor,"Ameriprise Financial Services, LLC Marinette WI 3905 Hall Ave",brooke.x.rose@ampf.com,,Salesforce
10855829,Inactive Investor,Vicki Belotti,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",,,Salesforce
10914276,Inactive Investor,Qiuyu Wang,,Citigroup Global Markets Inc.,,,Salesforce
10926565,Inactive Investor,Carina Diaz,,"Frost Brokerage Services, Inc. Austin TX 5800 N Mopac",carina.diaz@frostbank.com,,Salesforce
11015941,Inactive Investor,Nathanael Pfeil,,"Nations Financial Group, Inc. Cedar Rapids IA 3053 Center Point Rd NE",,,Salesforce
11079500,Inactive Investor,William Parsons,,State Farm VP Management Corp. Fort Collins CO 2121 Midpoint Dr,,,Salesforce
11130960,Inactive Investor,James Humphrey,,Fidelity Brokerage Services LLC Johnson City TN 3018 Peoples St,james.humphrey@fmr.com,,Salesforce
10845828,Inactive Investor,Robert Edwards,Financial Advisor,"Valeo Financial Advisors, LLC",rjedwards@valeofinancial.com,,Salesforce
10938508,Inactive Investor,Cristina Scheid,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
11140152,Inactive Investor,Michael Gieseke,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,michael.gieseke@ceterainvestors.com,,Salesforce
11183150,Inactive Investor,Wilbert Hamilton,Chief Compliance Officer;Financial Advisor;Founder;Member,Hamilton Capital Advisors LLC Huntsville AL 1525 Perimeter Pkwy NW,wilbert@hamiltoncapitaladv.com,,Salesforce
9613190,,John Cobb,,,jcobb@ventasreit.com,,List import
10804661,Inactive Investor,Kai Fung,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",kaion.fung@tfaconnect.com,,Salesforce
10802960,Inactive Investor,Barbara Leclerc,Chief Investment Officer;Co-Chief Investment Officer;Senior Advisor,Bridgewater Advisors Inc.,bleclerc@bridgewateradv.com,,Salesforce
9639714,,James Walton,,,james.walton@shropshire.gov.uk,,List import
11016137,Inactive Investor,Carlos Curbelo,,J.P. Morgan Securities LLC Tucson AZ 10310 N la Canada Dr,carlos.curbelo@jpmorgan.com,,Salesforce
11200244,Inactive Investor,Sergio Gorno,Financial Advisor;Financial Professional,J.P. Morgan Securities LLC New York NY 988 8th Ave,sergio.gorno@equitable.com,,Salesforce
9606942,,Carol Zhang,,,carol.zhang@blackrock.com,,List import
10913621,Inactive Investor,Carl Dice,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9632638,,Peter Arthur-Smith,,,peter@ileadershipsolutions.com,,List import
10810265,Inactive Investor,Carl Jensen,Financial Advisor,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,carl.jensen@morganstanley.com,,Salesforce
10886515,Inactive Investor,Kelsey Pruett,Private Client Investment Associate,J.P. Morgan Securities LLC Louisville KY 12016 Shelbyville Rd,kelsey.pruett@jpmorgan.com,,Salesforce
9640210,,Gregory Allen,,,g.allen@sharpe4.com,,List import
11092268,Inactive Investor,Ryan Shubin,,Purshe Kaplan Sterling Investments Midway UT 149 S 550 E,rshubin@pksinvest.com,,Salesforce
161138,,Benjamin Mutel,,[Unknown],mutel.benjamin@gmail.com,,
10850268,Inactive Investor,John White,Financial Planner,"Osaic FA, Inc. Alpharetta GA Private Residence",john.white@lfg.com,,Salesforce
11197056,Inactive Investor,Elizabeth White,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",elizabeth.white1@ml.com,,Salesforce
11020770,Inactive Investor,Sameer Nagdev,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",sameer.r.nagdev@nm.com,,Salesforce
11069925,Inactive Investor,Robert David,Financial Advisor;Portfolio Manager,Advisory Services Network Farmington MI 33604 Grand River Ave,,,Salesforce
11034117,Inactive Investor,Stephen Sherman,,J.P. Morgan Securities LLC Hingham MA 421 Lincoln St,,,Salesforce
10893675,Inactive Investor,Jordan Ramirez,,"Raymond James Financial Services, Inc. Virginia Beach VA 2101 Parks Ave",jordan.ramirez@raymondjames.com,,Salesforce
10772881,Inactive Investor,Carmine Lopresti,,"American Portfolios Financial Services, Inc. Holmdel NJ 42 Stoney Brook Rd",clopresti@americanportfolios.com,,Salesforce
10929926,Inactive Investor,Dale Rosenthal,Manager,"Wells Fargo Advisors Financial Network, LLC Jefferson City MO 3325 Emerald Ln",dale.rosenthal@wellsfargoadvisors.com,,Salesforce
11104821,Inactive Investor,Sean Schmid,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",sean.schmid@equitable.com,,Salesforce
11221787,,Christopher Rockey,,,christopher.rockey@creativefinancialdesigns.com,,List Import
9540375,,Terrance Choo,,Alameda Research Ltd,terence@alameda-research.com,,List Import
10928067,Inactive Investor,Lawrence Welsch,,State Farm VP Management Corp. Waipahu HI 94-429 Ukee St,,,Salesforce
10837221,Inactive Investor,Allan Proske,,Cetera Advisors LLC Freehold NJ 3425 US Hwy 9,,,Salesforce
10843753,Inactive Investor,John Winchek,,LPL Financial LLC Oswego NY Private Residence,scott.winchek@lpl.com,,Salesforce
10785399,Inactive Investor,Kyle Liebich,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kliebich@jpmorgan.com,,Salesforce
11117891,Inactive Investor,James Rubinton,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Naples FL 800 Laurel Oak Dr",james.rubinton@rbc.com,,Salesforce
6318655,,Zafar khan Afghanistan,,,zafarkhanafghan@g.mail,,Web Form Fillout
10864099,Inactive Investor,Casey Lysaght,Managing Partner;Wealth Manager,"Eukles Asset Management, LLC",casey.lysaght@eukleswm.com,,Salesforce
10986943,Inactive Investor,Olivia Dix,,D.A. Davidson & Co. New York NY 757 3rd Ave,,,Salesforce
10763901,Inactive Investor,Ian Davis,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbia MD 5850 Waterloo Rd",ian.w.davis@ampf.com,,Salesforce
10929160,Inactive Investor,Kelsey Bankey,,"Osaic Wealth, Inc. Kansas City MO 7280 NW 87th Ter",,,Salesforce
11033435,Inactive Investor,Sloan Ellison,,"Farmers Financial Solutions, LLC Provo UT 13961 S Minuteman Dr",,,Salesforce
10909184,Inactive Investor,Miguel Maria,Financial Advisor,LPL Financial LLC Athens TN 106 Washington Ave,miguel.maria@lpl.com,,Salesforce
10832875,Inactive Investor,Elisa Stark-Rifkin,Associate Financial Advisor,"Ameriprise Financial Services, LLC Glastonbury CT 224 New London Tpke",elisa.l.stark-rifkin@ampf.com,,Salesforce
11221844,,Yvette Duenas,,,yvette.duenas@garciahamiltonassociates.com,,List Import
9612615,,Richard Thies,,,rthies@driehaus.com,,List import
9556119,,Andrew Sperry,,,asperry@fscadvisor.com,,List import
10782762,Inactive Investor,James Blalock,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,james.blalock@ubs.com,,Salesforce
10781213,Inactive Investor,Mark Koch,Financial Advisor,Edward Jones Custer SD 27 N 6th St,mark.koch@edwardjones.com,,Salesforce
10617528,,John Cutler,,,jcutler@williamblair.com,,List Import
10950968,Inactive Investor,Scott Sechler,,"Lincoln Douglas Investments, LLC Rockwood PA 145 Bridge St",,,Salesforce
10831586,Inactive Investor,Danny Rejman,,"Northwestern Mutual Investment Services, LLC Sheboygan WI 2124 Kohler Memorial Dr",danny.rejman@nm.com,,Salesforce
10975590,Inactive Investor,Grady Nichols,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11041072,Inactive Investor,Maya Mikaele,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",maya.johnson2@tiaa.org,,Salesforce
9557296,,Richard Rodrigo,,,richardcrodrigo@gmail.com,,List import
249243,,Mike Trezza,,CoinRoutes Inc,mike.trezza@coinroutes.com,,Manual List Upload
9575413,,John Sellani,,,john.sellani@pnc.com,,List import
9639516,,Takuma Yoshida,,,takuma.yoshida@seiryuam.com,,List import
11255541,Inactive Investor,Treshon Ingram,Associate Planner;Investment Advisor Representative;Wealth Advisor,"Liberty Wealth Management, LLC Newport Beach CA 4675 Macarthur Ct",tingram@libertygroupllc.com,,Salesforce
10893949,Inactive Investor,Donna Barker,,"MML Investors Services, LLC Oklahoma City OK 1601 NW Expy",donnabarker@financialguide.com,,Salesforce
11159545,Inactive Investor,Nathan Green,Vice President,"First Horizon Advisors, Inc. Orlando FL 315 E Robinson St",nathan.green@firsthorizon.com,,Salesforce
337384,,Joe Siu,Managing Director,"Chatham Investment Advisors, Llc",jsiu@chathamfinancial.com,610-925-3120,Manual List Upload
9633435,,neel sharma,,,ssharmz@gmail.com,,List import
10811073,Inactive Investor,Sarah Gregory,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",sarah_a_gregory@ml.com,,Salesforce
11188795,Inactive Investor,Shirley Clawson,,PFS Investments Inc. Rexburg ID 1120 Stocks Ave,shirley.clawson@primerica.com,,Salesforce
10862348,Inactive Investor,Glenn Evans,,"MML Investors Services, LLC Los Alamitos CA 11021 Winners Cir",glennevans@financialguide.com,,Salesforce
10991084,Inactive Investor,Mackenzie Sherrard,,Commonwealth Financial Network Morehead City NC 712 Bridges St,msherrard@commonwealth.com,,Salesforce
11126304,Inactive Investor,Nicola Rand,,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",nicola.palomo@raymondjames.com,,Salesforce
9631103,,dadadsd retefsdf,,,vihexew722@poetred.com,,List import
11090116,Inactive Investor,Michael Nichols,,"Empower Financial Services, Inc Olathe KS Private Residence",michael.nichols@empower.com,,Salesforce
10888495,Inactive Investor,Eric Felsenfeld,,"Ameriprise Financial Services, LLC Rockville MD 2600 Tower Oaks Blvd",eric.felsenfeld@ampf.com,,Salesforce
10847330,Inactive Investor,Allison Coward,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Morehead City NC 5003 Executive Dr",allison.coward@wellsfargo.com,,Salesforce
352064,,Gregory Hayday,Partner,Farallon Capital Europe Llp,ghayday@faralloncapital.com,011-442-073957200,Manual List Upload
10952764,Inactive Investor,Terry Tsolakis,,"Wells Fargo Clearing Services, LLC El Segundo CA 2321 Rosecrans Ave",terry.tsolakis@wfadvisors.com,,Salesforce
342571,,Tracey Polito,"Vice President, Counsel",Stone Point Capital Llc,tpolito@stonepoint.com,203-862-2900,Manual List Upload
9585314,,David Williams,,,davywill34@gmail.com,,List import
10801277,Inactive Investor,Marguerite Platt,Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",marguerite_platt@ml.com,,Salesforce
11157609,Inactive Investor,Matthew Nies,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",matthew.p.nies@ml.com,,Salesforce
9635592,,Marie Morem,,,marie.morem@intellicents.com,,List import
10814543,Inactive Investor,Dariusz Caputa,,Cetera Financial Specialists LLC Des Plaines IL 2454 E Dempster St,dariusz.caputa@ceterafs.com,,Salesforce
10796586,Inactive Investor,Elizabeth Messick,Financial Advisor;First Vice President;Investment Management Consultant;Portfolio Management Director,Morgan Stanley Carlsbad CA 5796 Armada Dr,elizabeth.messick@morganstanley.com,,Salesforce
10779197,Inactive Investor,Richard Samolovitch,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Bethel Park PA 2000 Oxford Dr",richard.samolovitch@stifel.com,,Salesforce
9641034,,Jon Jochims,,,jonjochims@yahoo.com,,List import
350143,,Ben Chaya,Mhs Job Superintendent,Alatus Capital Ltd,bachaya@alatusllc.com,412-273-50011,Manual List Upload
10927467,Inactive Investor,Daniel Cormier,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10793807,Inactive Investor,Benjamin Albaitis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",benjamin.w.albaitis@ml.com,,Salesforce
7108925,,Chelsie Cain,,,chelsie.cain@discountcreditline.com,,Web Form Fillout
9643309,,ahmed denguir,,,ahmed.denguir@gmail.com,,List import
182038,,stefano bic,,[Unknown],steffbic@icloud.com,,
10612234,,Michael Margarites,"Executive Director - Investments, Financial Advisor",,michael.margarites@opco.com,,List Import
11140504,Inactive Investor,Junpeng Zhou,,Oppenheimer & Co. Inc.,junpeng.zhou@opco.com,,Salesforce
9556481,,Witold Dietrich,,,dietrichwitold@gmail.com,,List import
10842722,Inactive Investor,Walter Cinocco,Financial Advisor,LPL Financial LLC Colorado Springs CO 6385 Corporate Dr,walter.cinocco@lpl.com,,Salesforce
10869386,Inactive Investor,Stephen Heitzmann,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Member,Bauer Wealth Management Inc. Colorado Springs CO 7680 Goddard St,stephen@bauerwealthmanagement.com,,Salesforce
11091869,Inactive Investor,Jaclyn Magbitang,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,jmagbitang@nyl.com,,Salesforce
9616875,,oscar marron,,,oscar@oscarmarron.com,,List import
10948923,Inactive Investor,David Bigler,Wealth Advisor,Squire Wealth Advisors,drewb@squire.com,,Salesforce
11164508,Inactive Investor,Brandon Katz,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",brandon.katz@ml.com,,Salesforce
10645793,,John Kane,,,jkane@harrisassoc.com,,List Import
10893041,Inactive Investor,Daniel Dole,Financial Advisor,"Ameriprise Financial Services, LLC Chapel Hill NC 40140 Moring",daniel.dole@ampf.com,,Salesforce
10909396,Inactive Investor,Misty Pittman,,"Cambridge Investment Research, Inc. Atlanta GA 3101 Towercreek Pkwy SE",,,Salesforce
11007225,Inactive Investor,Chiatong Lee,,PFS Investments Inc. Minneapolis MN 8505 Wyoming Ave N,,,Salesforce
10880448,Inactive Investor,Kenneth Covington,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",cash.covington@schwab.com,,Salesforce
11100705,Inactive Investor,Logan Stone,,"Raymond James Financial Services, Inc. Mountain Home AR 1216 Hwy 62 E",logan.stone@raymondjames.com,,Salesforce
10857085,Inactive Investor,Cheryl Ciaglia,,"Blackridge Asset Management, LLC Sarasota FL Private Residence",,,Salesforce
11047031,Inactive Investor,Derek Ifasi,Chief Compliance Officer;Managing Member,"RetireSharp Wealth Management, LLC",derekifasi@retiresharp.com,,Salesforce
11230163,Inactive Investor,Joseph Prinzivalli,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,jpprinzivall@ft.newyorklife.com,,Salesforce
11238978,Inactive Investor,Debra Silversmith,,First Western Trust,debbie.silversmith@myfw.com,,Salesforce
9559514,,Andrew Cook,,,acook@nfp.com,,List import
10818763,Inactive Investor,Mary Topping,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,mary.hogan@morganstanley.com,,Salesforce
11189623,Inactive Investor,Katherine Beckham,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",katherine.beckham@ml.com,,Salesforce
11009260,Inactive Investor,Joseph Buckles,,"Empower Financial Services, Inc",joseph.buckles@empower.com,,Salesforce
9589329,,Susan Hallgren,,,shallgren@one01cap.com,,List import
10909604,Inactive Investor,Pauline Honecker,,J.P. Morgan Securities LLC New City NY 2 New Hempstead Rd,pauline.m.honecker@jpmorgan.com,,Salesforce
9632820,,Annie Guo,,,2annieguo@gmail.com,,List import
11133219,Inactive Investor,Janell Daquilante-Akers,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Sun City AZ 9928 W Bell Rd",janell.m.daquilante@wellsfargo.com,,Salesforce
10891494,Inactive Investor,Eric Sweeney,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",eric.sweeney@stewardpartners.com,,Salesforce
10862409,Inactive Investor,Victoria Brialmont,,"American Portfolios Financial Services, Inc. North Palm Beach FL 840 US Hwy 1",vbrialmont@americanportfolios.com,,Salesforce
10619164,,Christopher Collins,,,christopher.collins@rbc.com,,List Import
220809,,Tian Zeng,,NA,t.zeng.sky@gmail.com,7036288812,Organic Search
9545903,,Jeffrey Lorenz,,,jeffrey.lorenz@mutualsecurities.com,,List import
11140632,Inactive Investor,Ariss Mitchell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",reese.fonseca@ml.com,,Salesforce
9590090,,Nirankush Das,,,kush.stats@hotmail.com,,List import
10874491,Inactive Investor,Shahnaz Mokhtari,,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",shahnaz.mokhtari@transamerica.com,,Salesforce
9642566,,Paul Johnson,,,paulwjohnsondo@yahoo.com,,List import
10476863,,Yohanes Agnespenitrisnowati,,,agnestrisnowati@gmail.com,,Web Form Fillout
10782280,Inactive Investor,Kristen McConville,,J.P. Morgan Securities LLC New Orleans LA 2331 S Carrollton Ave,kristen.l.mcconville@chase.com,,Salesforce
11026166,Inactive Investor,Ronnie Bentoff,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10795335,Inactive Investor,David Salsburg,Founder;Partner;President,"Gresham Partners, LLC",salsburg@greshampartners.com,,Salesforce
11206881,Inactive Investor,Justin Smith,,LPL Financial LLC Rochester NY 1627 Monroe Ave,,,Salesforce
11176983,Inactive Investor,Michael Lewis,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11141952,Inactive Investor,Kimberly Blaylock,,Edward Jones Tucson AZ 65197 E Rocky Mesa Dr,,,Salesforce
10845466,Inactive Investor,Robert Jones,,"RBC Capital Markets, LLC Wilmington DE 2751 Centerville Rd",bob.g.jones@rbc.com,,Salesforce
9636936,,Mendel Silber,,,mendel@rentec.com,,List import
11208761,Inactive Investor,Chad Budden,Financial Advisor,Edward Jones Pipestone MN 113 W Main St,chad.budden@edwardjones.com,,Salesforce
10866807,Inactive Investor,Edwina Bordman,,Stonex Securities Inc. Eureka CA 2839 F St,edwina.bordman@saswealth.com,,Salesforce
10876702,Inactive Investor,Peter Mcgaffigan,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
10895927,Inactive Investor,Maximillian Carlson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10839527,Inactive Investor,Brian Meeks,Financial Advisor,"Wells Fargo Clearing Services, LLC Floresville TX 538 10th St",brian.p.meeks@wellsfargo.com,,Salesforce
11148842,Inactive Investor,David Meyer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Marshfield WI 1204 S Oak Ave",david.s.meyer@ampf.com,,Salesforce
10930197,Inactive Investor,Ross Steinberg,,"Fortune Financial Services, Inc. Chandler AZ 179 W Harrison St",rhs20@fortunefinancialservices.com,,Salesforce
9641436,,zhiy li,,,thomasfishh@gmail.com,,List import
10915063,Inactive Investor,Lane Kimbro,,Goldman Sachs & Co.,,,Salesforce
10855111,Inactive Investor,Sheena Hanson,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Uncommon Cents Investing,sheena@uncommoncentsinvesting.com,,Salesforce
11079275,Inactive Investor,Jackson English,Wealth Management Associate,"Equitable Advisors, LLC Lynchburg VA 121 Goldenrod Pl",jackson.english@equitable.com,,Salesforce
11095952,Inactive Investor,Hong-Tsun Simon,Elected Manager;Founding Partner,Forthright Partners LLC,htsimon@forthrightinvestments.com,,Salesforce
11136660,Inactive Investor,Chimmy Power,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",chimmy.power@nm.com,,Salesforce
11108406,Inactive Investor,David Loeffler,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",david.loeffler@wellsfargoadvisors.com,,Salesforce
10768196,Inactive Investor,Alireza Moazezi,,LPL Financial LLC,alireza.moazezi@lpl.com,,Salesforce
10993228,Inactive Investor,Saleh Miro,,J.P. Morgan Securities LLC San Leandro CA 1601 E 14th St,saleh.miro@jpmorgan.com,,Salesforce
11094454,Inactive Investor,Amy Lawin,,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",,,Salesforce
10953582,Inactive Investor,Niko Tesvich,Financial Advisor,Edward Jones Chalmette LA 2201 Paris Rd,niko.tesvich@edwardjones.com,,Salesforce
11205010,Inactive Investor,Robert Curtis,,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",robert.curtis@raymondjames.com,,Salesforce
351399,,Ena Gong,"Associate Director, Executive Assistant, Office Manager","O'shaughnessy Asset Management, Llc",ena.gong@osam.com,203-975-3333,Manual List Upload
11156193,Inactive Investor,Steven Renn,Operations Manager,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",mike.renn@ampf.com,,Salesforce
10927308,Inactive Investor,Robert Knelson,,Fidelity Brokerage Services LLC,,,Salesforce
10965686,Inactive Investor,Joseph Thraikill,Analyst;Client Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,jthraikill@rockco.com,,Salesforce
10875192,Inactive Investor,Stephen Mcintee,Associate Financial Advisor,"Ameriprise Financial Services, LLC Clemson SC 100 Shorecrest Dr",stephen.mcintee@ampf.com,,Salesforce
10755927,Inactive Investor,Kerri Duffey,Registered Associate,Morgan Stanley Punta Gorda FL 117 Herald Ct,kerri.duffey@morganstanley.com,,Salesforce
10645097,,Sarah Cyphers,,,sarahcyphers@chaunersecurities.com,,List Import
9591081,,TOM UM,,,tomum8858@yahoo.com,,List import
11020972,Inactive Investor,Cole Babcock,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
11132729,Inactive Investor,Joshua Berry,,William Blair,jberry@williamblair.com,,Salesforce
9635462,,Lofton Spencer,,,lofton.spencer@antares.com,,List import
10928857,Inactive Investor,Ulysses Barksdale,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,ulysses.barksdale@primerica.com,,Salesforce
10882583,Inactive Investor,Joseph Wright,Financial Advisor,Edward Jones Kilgore TX 1100 Stone Rd,joseph.wright@edwardjones.com,,Salesforce
10845112,Inactive Investor,Jonathan Lynch,Managing Director;Member,Boston Financial Management LLC,jonathan@bostonfinancialmanagement.com,,Salesforce
11131502,Inactive Investor,Dianna Myers,,PFS Investments Inc. Miami FL 520 NW 165th St,diannaimyers@primerica.com,,Salesforce
10981084,Inactive Investor,Brent Pressentin,Senior Wealth Counselor,"Versant Capital Management, Inc.",brentp@versantcm.com,,Salesforce
11109612,Inactive Investor,Christopher Wright,Financial Advisor,Edward Jones Wimberley TX 12589 Ranch Road 12,cade.wright@edwardjones.com,,Salesforce
9606532,,Archie Downing,,,boogercooley1945@gmail.com,,List import
11047704,Inactive Investor,Samuel Tenzer,,Aegis Capital Corp. Hillsdale NJ Private Residence,,,Salesforce
10870292,Inactive Investor,Jean Cocinescu,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9573402,,josh singerman,,,jadamsingerman@gmail.com,,List import
10857766,Inactive Investor,Jane Miller,Wealth Advisor,LPL Financial LLC Portland OR 7185 SW Sandburg St,jane.miller@lpl.com,,Salesforce
10855601,Inactive Investor,Jorge Morales,Wealth Advisor,LPL Financial LLC Santa Barbara CA 3802 State St,jorge.morales@lpl.com,,Salesforce
11101043,Inactive Investor,Anthony Jurado,Financial Advisor;Managing Partner;Principal;Regulatory Contact,Lodestar Private Asset Management LLC,tony@lodestarpam.com,,Salesforce
10938495,Inactive Investor,Justin Smith,Chief Investment Strategist;Financial Planner,"Smith Partners Wealth Management, LLC",justin.smith@smithpartnerswealth.com,,Salesforce
9588788,,Renee LaRocca,,,laroccarenee@gmail.com,,List import
10864095,Inactive Investor,David Rasmussen,Co-Owner;Financial Representative;Regulatory Contact;Shareholder,Catalyst Financial NW Corporation,,,Salesforce
11057539,Inactive Investor,Brandon Haase,,"Steward Partners Investment Solutions, LLC Albany NY 677 Broadway",brandon.haase@stewardpartners.com,,Salesforce
11167855,Inactive Investor,Michael Smeenge,Financial Advisor,"CUSO Financial Services, L.P. Holland MI 1037 Washington Ave",msmeenge@cusonet.com,,Salesforce
11180084,Inactive Investor,William Bohne,Wealth Advisor,LPL Financial LLC Leawood KS 5440 W 110th St,william.bohne@lpl.com,,Salesforce
11136773,Inactive Investor,Christine Degele,,"Farmers Financial Solutions, LLC Frisco TX 4645 Wyndham Ln",cdegele@farmersagent.com,,Salesforce
6005739,,Jose Carlos Checoli,,,research-list@arch.finance,,Web Form Fillout
9576191,,Pascal Guertin,,,pascalguertin@mac.com,,List import
11032107,Inactive Investor,Hannah Davis,Financial Advisor,"Ameriprise Financial Services, LLC Dayton OH 67 Marydale Dr",hannah.davis@ampf.com,,Salesforce
10859953,Inactive Investor,Jody Mansfield,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",jody.wallace@ml.com,,Salesforce
10859902,Inactive Investor,Kenneth Moore,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,kenneth.moore@primerica.com,,Salesforce
11038891,Inactive Investor,Emma Blaustein,,"Sanford C. Bernstein & Co., LLC",emma.blaustein@bernstein.com,,Salesforce
10884220,Inactive Investor,Carlos Bigott,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",,,Salesforce
10487220,,Deborah Shepherd,"Managing Director, Senior Market Executive","Merrill Lynch, Pierce, Fenner & Smith Incorporated",deborah_shepherd@ml.com,,List Import
248830,,Luciano Lucenti,Risk Manager,Schroeders,luciano.lucenti@schroders.com,,Manual List Upload
11201553,Inactive Investor,Christopher Nadler,Investment Advisor Representative,"Whitcomb & Hess, Inc.",cnadler@whitcomb.com,,Salesforce
11080058,Inactive Investor,Mark Baldassini,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
11034271,Inactive Investor,Brian Weepie,,"Pruco Securities, LLC. Fernandina Beach FL 5299 S Fletcher Ave",,,Salesforce
10766345,Inactive Investor,Brynn Buswell,Client Associate,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,bbuswell@dadco.com,,Salesforce
10883912,Inactive Investor,Carrie Katzaroff Hennessey,Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,carrie.katzaroff-hennessey@ubs.com,,Salesforce
10801539,Inactive Investor,Randall Kim,Financial Advisor;Wealth Advisor,Merit Financial Advisors Issaquah WA 6415 E Lake Sammamish Pkwy SE,,,Salesforce
10645146,,James Connelly,,,jconnelly@mesirowfinancial.com,,List Import
10871211,Inactive Investor,Averyanna Evans,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11080026,Inactive Investor,Maximillian Peddie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",maximillian.peddie@ml.com,,Salesforce
11064058,Inactive Investor,Leland Shaw,Senior Regional Leader,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,leland.shaw@primerica.com,,Salesforce
121001,,Christian Solomine,,United States,csolomin@yahoo.com,,
9553782,,Michael Fitzgerald,,,mike.fitzgerald@thrivent.com,,List import
11144926,Inactive Investor,Alen Suklje,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
11129456,Inactive Investor,Christopher Brito,,"Wells Fargo Clearing Services, LLC New York NY 2415 Broadway",,,Salesforce
11138901,Inactive Investor,Nicholas Pitterle,,"Farmers Financial Solutions, LLC Menomonee Falls WI N88W15125 Main St",npitterle@farmersagent.com,,Salesforce
10856630,Inactive Investor,Michael Sappington,Chief Compliance Officer;Chief Financial Officer;Managing Member,"Ascension Wealth Partners, LLC",msappington@ascensionwp.com,,Salesforce
10879559,Inactive Investor,Seth Waltman,,"Eudaimonia Partners, LLC Athens GA 2470 Daniels Bridge Rd",,,Salesforce
10991850,Inactive Investor,Jessica Paredes,,"Ameriprise Financial Services, LLC San Diego CA 350 10th Ave",,,Salesforce
11208051,Inactive Investor,Colton Mendenhall,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
9547724,,Christopher Felton,,,christopher.felton@transamerica.com,,List import
11002706,Inactive Investor,Allison Tuthill,Financial Consultant,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",allison.tuthill@ampf.com,,Salesforce
11063746,Inactive Investor,Yi Chou,,Emerson Equity LLC Sunnyvale CA Private Residence,,,Salesforce
11104635,Inactive Investor,Tirso De Anda,Financial Advisor,Edward Jones Brea CA 3 Pointe Dr,tirso.deanda@edwardjones.com,,Salesforce
11034256,Inactive Investor,Matthew Ruffolo,,L.M. Kohn & Company,,,Salesforce
10618724,,Mark Pietsch,,,mark_pietsch@glic.com,,List Import
10776159,Inactive Investor,Jonathan Madsen,Financial Advisor,Edward Jones Maize KS 4041 N Maize Rd,jon.madsen@edwardjones.com,,Salesforce
10950219,Inactive Investor,David Dipasquale,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
11180041,Inactive Investor,Tyler Naumann,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,tyler.naumann@fidelity.com,,Salesforce
10890414,Inactive Investor,James Boltz,Financial Advisor,Edward Jones Manassas VA 9408 Grant Ave,jim.boltz@edwardjones.com,,Salesforce
9619960,,Hector Rosekrans,,,hrosekrans@gmail.com,,List import
10758441,Inactive Investor,Debra Jorgensen,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",debbie_jorgensen@ml.com,,Salesforce
11109703,Inactive Investor,Kathryn Isernhagen,,LPL Financial LLC Oklahoma City OK 4801 Gaillardia Pkwy,kathryn.isernhagen@lpl.com,,Salesforce
163792,,Ai John,,[Unknown],bestguitarist@gmail.com,,Organic Search
9628323,,Jeffrey Meyer,,,jmeyer@seacrestwm.com,,List import
11140648,Inactive Investor,Nissim Afriat,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",nissim.afriat@ml.com,,Salesforce
10510347,,John Roppolo,ETF Specialist,John Hancock Investment Management,jroppolo@jhancock.com,,List Import
11067852,Inactive Investor,Jeffrey Severtson,,AdvisorNet Wealth Partners,jsevertson@advisornet.com,,Salesforce
11160714,Inactive Investor,Mario Guzman,,PFS Investments Inc. Whittier CA 12727 Philadelphia St,6wnhs@primerica.com,,Salesforce
11157406,Inactive Investor,Xcyl Ruiz Lorenzo,,J.P. Morgan Securities LLC Emeryville CA 5747 Christie Ave,xcylruiz.f.lorenzo@chase.com,,Salesforce
10586447,,Adiaman Velnambi,,,adiaman@yahoo.com,,Web Form Fillout
11105572,Inactive Investor,Richard Butler,,"Cambridge Investment Research, Inc. Biddeford ME Private Residence",,,Salesforce
10955094,Inactive Investor,Corey Harding,Financial Advisor,Edward Jones Raleigh NC 2245 Gateway Access Pt,corey.harding@edwardjones.com,,Salesforce
10758281,Inactive Investor,Olivia Baldwin,Financial Advisor,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,olivia.baldwin@morganstanley.com,,Salesforce
10828902,Inactive Investor,Steve Burch,,"Raymond James Financial Services, Inc. West Linn OR 22400 Salamo Rd",steve.burch@raymondjames.com,,Salesforce
10796861,Inactive Investor,Michael Lighthart,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",michael_j_lighthart@ml.com,,Salesforce
10842583,Inactive Investor,David Yeske,Director;Managing Director,Yeske Buie Inc. San Francisco CA 220 Montgomery St,david@yebu.com,,Salesforce
11138337,Inactive Investor,Howard Rosen,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,howard.rosen@ubs.com,,Salesforce
10805511,Inactive Investor,Jodi Padgett,,"Independent Financial Group, LLC Prescott AZ 1555 Plaza West Dr",,,Salesforce
11068154,Inactive Investor,Jennifer Casto,,J.P. Morgan Securities LLC Hemet CA 4642 W Florida Ave,jennifer.casto@chase.com,,Salesforce
10964431,Inactive Investor,Daniel Kwiatkowski,,Morgan Stanley,,,Salesforce
10792748,Inactive Investor,Gregory Rolen,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",grolen@ampf.com,,Salesforce
11134986,Inactive Investor,Erick Buckley,,NYLIFE Securities LLC Henderson NV 27 Candlewyck Dr,ebuckley@ft.newyorklife.com,,Salesforce
10948426,Inactive Investor,Andrew Sullivan,,"Avantax Investment Services, Inc. Lexington SC 123 Library Hill Ln",andrew.sullivan@myavantax.com,,Salesforce
11071168,Inactive Investor,Justice Langford,,J.P. Morgan Securities LLC Mishawaka IN 5315 N Main St,justice.langford@jpmorgan.com,,Salesforce
11016263,Inactive Investor,Michael Kowalski,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",michael.kowalski@nm.com,,Salesforce
11171713,Inactive Investor,Anthony Sain,,J.P. Morgan Securities LLC Dallas TX 6310 E Mockingbird Ln,anthony.sain@jpmorgan.com,,Salesforce
11092802,Inactive Investor,Michael Lin,,"CUSO Financial Services, L.P. Seattle WA 14647 Ambaum Blvd SW",,,Salesforce
10930833,Inactive Investor,Amy Marty,Financial Advisor,Edward Jones Sandy UT 150 W Civic Center Dr,amy.marty@edwardjones.com,,Salesforce
11039567,Inactive Investor,Christopher Sitek,Financial Advisor,"Wells Fargo Clearing Services, LLC Green Bay WI 959 Kepler Dr",christopher.sitek@wellsfargoadvisors.com,,Salesforce
2559629,,Michael Cox,,,macjr@umich.edu,,
11229121,Inactive Investor,Ganesh Sekharipuram Lakshminaray,,Goldman Sachs & Co.,,,Salesforce
9554812,,Daniel Blum,,,dblum@massmutual.com,,List import
11042178,Inactive Investor,Mcrae Kirmse,Relationship Manager,"Osaic Wealth, Inc. Orange CA 625 The City Dr S",,,Salesforce
9626453,,Justin Phung,,,jsphung624@gmail.com,,List import
374523,,Tasha Shadle,Founder,Crossover Capital Advisors,,215.396.5511,Salesforce
10510508,,Karin Wise,"CCO, Founder",Wise Asset Management l.l.c.,karin.financialservices@gmail.com,,List Import
9562857,,Kerri Allen,,,kallen@tfcfinancial.com,,List import
11029757,Inactive Investor,Jackson Simon,Investment Executive,"Fifth Third Securities, Inc. Louisville KY 2900 N Hurstbourne Pkwy",jackson.simon@53.com,,Salesforce
10879248,Inactive Investor,Geoffrey Turner,Wealth Advisor,RWA Wealth Partners,gturner@rwawealth.com,,Salesforce
10618354,,Margaret Horan,,,peggy.horan@ml.com,,List Import
9625300,,William Anderson,,,investmentinformation777@gmail.com,,List import
10787071,Inactive Investor,Tracy Schmuhl,Partner,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",,,Salesforce
11144112,Inactive Investor,Steven Hall,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,,,Salesforce
10510745,,Steve Cohen,Managing Director of Strategic Products,Proshares,scohen@proshares.com,,List Import
11109008,Inactive Investor,Kirk Bryant,,PFS Investments Inc. South Holland IL 900 E 162nd St,kirk.na@primerica.com,,Salesforce
11097525,Inactive Investor,Christopher Hohlstein,Senior Managing Director,Seabridge Investment Advisors LLC Brookhaven GA 1777 Northeast Expy NE,chohlstein@seabridge.com,,Salesforce
10906277,Inactive Investor,Emilio Mariano,,J.P. Morgan Securities LLC Brooklyn NY 6510 Avenue U,emilio.x.mariano@chase.com,,Salesforce
10615783,,Lisa Davidson,,,lisa.c.davidson@jpmorgan.com,,List Import
335397,,Mark Cecil,Financial Advisor,"Wealth Advisors Group, Llc",mark@wealthadvisorsgroupllc.com,319-626-3589,Manual List Upload
10971399,Inactive Investor,Sofia Trivino Mejia,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
9606641,,Scott Snyder,,,scott.rire@gmail.com,,List import
10976659,Inactive Investor,Victor Diffee,,"Allstate Financial Services, LLC El Reno OK 1681 E Interstate 40",victordiffee@allstate.com,,Salesforce
9559841,,Laura Cushing,,,cushing.dp@gmail.com,,List import
9631420,,Paul Chameli,,,paul.chameli@gmail.com,,List import
11096004,Inactive Investor,Michael Curtis,Investment Advisor Representative,Cornerstone Investment Services,mcmc@cornerstoneri.com,,Salesforce
10938364,Inactive Investor,Lavonne Sprague,,D.A. Davidson & Co. Fayetteville NC 2940 Breezewood Ave,,,Salesforce
10899830,Inactive Investor,Aaron Vest,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,aaron.vest@fmr.com,,Salesforce
9618993,,Michael Rickett,,,rickett3@hotmail.com,,List import
10906730,Inactive Investor,Tanner Sloan,,Morgan Stanley Yakima WA 3909 Castlevale Rd,tanner.sloan@morganstanley.com,,Salesforce
344785,,Ruth Guden,"Head, Us Institutional Relationship Management Managing Director","Invesco Private Capital, Inc.",ruth_hughes-guden@invesco.com,212-826-1100,Manual List Upload
10890101,Inactive Investor,Edgar Acosta,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,edgar.acosta@lpl.com,,Salesforce
11051692,Inactive Investor,Joseph Lambert,Owner;Portfolio Manager;Principal,Lambert Capital Management Solvang CA PO Box 6,joe@lambertcapitalmanagement.com,,Salesforce
10488586,,William Skeeters,"President, director, owner","William Roane Skeeters, Inc.",wskeeters@lincolninvestment.com,,List import
10793836,Inactive Investor,Brianne Erickson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Austin MN 329 N Main St",brianne.n.erickson@ampf.com,,Salesforce
11038305,Inactive Investor,Muhammed Syed,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10864286,Inactive Investor,Roger Clendenning,President,Pine Cone Capital,,,Salesforce
10596741,,Matt Hightower,,,matt@momentumwealth.us,,Web Form Fillout
9576043,,Jamie Knall,,,knallj@stifel.com,,List import
9563332,,Joseph Hanley,,,joseph.hanley@fidelity.com,,List import
9574654,,James Day,,,jimday@cambridgeresource.com,,List import
11083223,Inactive Investor,Les Frate,,"Stifel Independent Advisors, LLC Mentor OH 9930 Johnnycake Ridge Rd",fratel@stifelindependence.com,,Salesforce
10974291,Inactive Investor,Rhonda Vanderslice,,"FBL Marketing Services, LLC Casa Grande AZ 408 N Sacaton St",rhonda.vanderslice@fblfinancial.com,,Salesforce
10801467,Inactive Investor,Andrew Vantienderen,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,andrew.vantienderen@fidelity.com,,Salesforce
9616884,,Jerry Adams,,,jerryadams531@gmail.com,,List import
9641772,,Irma McMillon,,,ilmac10@hotmail.com,,List import
11217834,,Valerie Hung,,,valerie.hung@jpmorgan.com,,List Import
11105479,Inactive Investor,Anthony Cosey,Chief Compliance Officer;President,"Cosey Financial Services, Inc.",tcosey@coseyfinancial.com,,Salesforce
11003604,Inactive Investor,Damianna Folse,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,dsfolse@ft.newyorklife.com,,Salesforce
11095862,Inactive Investor,Sally Lieb,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,"Curated Wealth Solutions, LLC",,,Salesforce
9628651,,Joe Lagrasta,,Virtu,jlagrasta@virtu.com,,List import
10861088,Inactive Investor,Raymond Mckenney,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seminole FL 6801 Seminole Blvd",raymond.mckenney@ml.com,,Salesforce
10978796,Inactive Investor,Samia Elias,Private Client Financial Advisor,"Citizens Securities, Inc. Sharon MA 720 S Main St",samia.elias@citizensbank.com,,Salesforce
10902386,Inactive Investor,Madeline Ortiz,Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,,,Salesforce
11086274,Inactive Investor,Feng Shen,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,feng.shen@opco.com,,Salesforce
10948933,Inactive Investor,Carlene Wint-Campbell,,Cetera Investment Services LLC Fort Lauderdale FL 13450 W Sunrise Blvd,carlene.wint-campbell@ceterais.com,,Salesforce
11211939,Inactive Investor,Thomas Alten,Financial Professional,LPL Financial LLC Delray Beach FL Private Residence,tom.alten@lpl.com,,Salesforce
10662253,,Edward Edens,,,eedens@kovitz.com,,List Import
10506150,,Sean Wade,Analyst,McCaskill Financial,sean@mccaskill-financial.com,301-668-7366,List import
230180,, -,,[[Unknown]],brian@btorvik.com,,
187560,,Luke Tobis,,[Unknown],lrtobis@gmail.com,,source
10958136,Inactive Investor,Raymundo-Othon Galvez,Private Client Banker,J.P. Morgan Securities LLC Greenbrae CA 401 Sir Francis Drake Blvd,ray.galvez@jpmorgan.com,,Salesforce
10946046,Inactive Investor,Justin Baldwin,,"Empower Financial Services, Inc",justin.baldwin@empower.com,,Salesforce
11219165,,John Escario,,,john_escario@troweprice.com,,Other
11068659,Inactive Investor,Monica Chandra,Limited Partner;Managing Partner;President,"3EDGE Asset Management, LP Boston MA 225 Franklin St",,,Salesforce
11156953,Inactive Investor,Gary Deese,Financial Advisor,"Independent Advisor Alliance, LLC Lexington SC 111 Library Hill Ln",,,Salesforce
11212012,Inactive Investor,Chris Degiralomo,,Commonwealth Financial Network North Canton OH 139 Wilbur Dr NE,cdegiralomo@commonwealth.com,,Salesforce
10970171,Inactive Investor,Exton Bassett,Associate Broker,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11029266,Inactive Investor,David Navarro,Director - Research,"Bryn Mawr Capital Management, LLC",,,Salesforce
11015672,Inactive Investor,Andre Williams,Financial Advisor;First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",andre.k.williams@wellsfargo.com,,Salesforce
442,,,,,wsousley@godaddy.250ok.net,,
10917748,Inactive Investor,Charles Davee,Financial Planner,LPL Financial LLC Baker City OR 1915 Broadway St,charles.davee@lpl.com,,Salesforce
11219487,,Eugene Gardner,,,egardner@grglancaster.com,,Other
5474450,,Jon Serty,,,kageki7604@cosaxu.com,8009512478,Web Form Fillout
11200831,Inactive Investor,Donald Bechter,Managing Director;Partner;President,"Curi RMB Capital, LLC Denver CO 44 Cook St",dbechter@rmbcap.com,,Salesforce
10795510,Inactive Investor,Matthew Barker,Director - Alternative Investments;Executive Financial Services Director;Family Wealth Director;Financial Advisor;Insurance Plan,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,matthew.barker@morganstanley.com,,Salesforce
9640102,,Daniel Harris,,,daniel@borealisstratcap.com,,List import
10926629,Inactive Investor,Quinn Gruber,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,quinn.gruber@fidelity.com,,Salesforce
10907316,Inactive Investor,Grant Scofield,,State Farm VP Management Corp.,grantscofield@statefarm.com,,Salesforce
10820584,Inactive Investor,Mark Caticchio,Financial Advisor,"Equitable Advisors, LLC Lebanon IL 1204 Redleaf Ct",mark.caticchio@equitable.com,,Salesforce
11222975,,Ronald Wilson,,,ronald.wilson@raymondjames.com,,List Import
11025620,Inactive Investor,Steve Hemby,,GWN Securities Inc. Jacksonville NC 1692 Piney Green Rd,shemby@gwnsecurities.com,,Salesforce
10796500,Inactive Investor,David Papale,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",david.papale@wellsfargoadvisors.com,,Salesforce
11115837,Inactive Investor,Jeremy Panczenko,,"Farmers Financial Solutions, LLC Waukesha WI 1427 E Racine Ave",,,Salesforce
11136261,Inactive Investor,Gayle Conrad,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",gayle.conrad@schwab.com,,Salesforce
11176048,Inactive Investor,Malcolm Knowles,,"Empower Financial Services, Inc Liberty MO Private Residence",malcolm.knowles@empower.com,,Salesforce
11131778,Inactive Investor,Ben Sarsozo,Wealth Management Advisor,"MML Investors Services, LLC Littleton CO 7180 S Penrose Ct",,,Salesforce
11052880,Inactive Investor,Kyle Frederickson,Financial Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,kyle.frederickson@ubs.com,,Salesforce
9569206,,Kieran Patel,,,patel.kieran@gmail.com,,List import
11198839,Inactive Investor,Jiaobei Zhang,,Citigroup Global Markets Inc.,,,Salesforce
11044573,Inactive Investor,Brandy Calderon De La Cruz,,J.P. Morgan Securities LLC Brooklyn NY 12 Graham Ave,,,Salesforce
10907550,Inactive Investor,Shawn Tydlaska,Chief Compliance Officer;Chief Executive Officer;Founder,"Ballast Point Financial Planning, LLC",shawn@ballastpointfp.com,,Salesforce
10873770,Inactive Investor,Brian Carlson,Managing Director,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",,,Salesforce
11033998,Inactive Investor,Matthew Costello,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,mlcostello@ft.newyorklife.com,,Salesforce
11239134,Inactive Investor,Paul Emata,,J.P. Morgan Private Wealth Advisors LLC,pemata@firstrepublic.com,,Salesforce
10904365,Inactive Investor,Grant Finney,Client Service Associate,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,,,Salesforce
11019116,Inactive Investor,Kyle Downey,,J.P. Morgan Securities LLC Miami FL 19495 Biscayne Blvd,kyle.downey@jpmorgan.com,,Salesforce
50063,,Kent Kysar,,"Transamerica Financial Advisors, Inc",kent.kysar@transamerica.com,,
11194009,Inactive Investor,Anthony Tsang,Financial Advisor,LPL Financial LLC San Francisco CA Private Residence,anthony.tsang@lpl.com,,Salesforce
163620,,Noah Samuels,,[Unknown],noahlsamuels@gmail.com,,
10988425,Inactive Investor,Conrad Torriani,,J.P. Morgan Securities LLC Tomball TX 24191 State Hwy 249,conrad.torriani@jpmorgan.com,,Salesforce
10776098,Inactive Investor,Donald Patrick,Chief Strategic Officer;Founder,"IFG Advisory, LLC",dpatrick@intfingroup.com,,Salesforce
11171810,Inactive Investor,Steven Villeda,,J.P. Morgan Securities LLC North Hollywood CA 10050 Riverside Dr,,,Salesforce
9604146,,Josh Lim,,,jlim@genesistrading.com,,List import
9579566,,Philip Roventini,,,philip@roventinicpa.com,,List import
9564932,,Stephen Deschenes,,,svld@capgroup.com,,List import
11043997,Inactive Investor,Brian Delfs,Financial Advisor,Public Safety Financial/Galloway,brian@galloway911.com,,Salesforce
10903230,Inactive Investor,Gary McHugh,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",gary.mchugh@tiaa.org,,Salesforce
10827411,Inactive Investor,Ira Chernick,Financial Professional,LPL Financial LLC Jericho NY 33 S Service Rd,ira.chernick@aretewealth.com,,Salesforce
11201253,Inactive Investor,Anna Uecker,,PFS Investments Inc. Aurora CO 6105 S Main St,auecker@primerica.com,,Salesforce
11194108,Inactive Investor,Stephen Takacs,Assistant Vice President;Wealth Management Analyst,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,stephen.takacs@morganstanley.com,,Salesforce
11028704,Inactive Investor,James Hardin,,PFS Investments Inc. Jeffersonville IN 605 Watt St,james.hardin@primerica.com,,Salesforce
9609344,,Darryl Ha,,,darrylltha@gmail.com,,List import
10767522,Inactive Investor,David Brecher,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,dbrecher@ft.nyl.com,,Salesforce
10808121,Inactive Investor,Talonda Howard,,"Empower Financial Services, Inc Dubuque IA Private Residence",talonda.howard@empower.com,,Salesforce
10882808,Inactive Investor,Ema Wilburn,,"Level Four Financial, LLC Sadieville KY Private Residence",,,Salesforce
339662,,Michael Yip,Director of Investor Relations,Olympus Capital Holdings Asia Llc,myip@olympuscap.com,212-201-8533,Manual List Upload
11077339,Inactive Investor,David Mann,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",david.mann@nm.com,,Salesforce
10850813,Inactive Investor,Mark Roberts,Chief Investment Officer;Manager;Managing Member;Regulatory Contact,"Ironsides Asset Advisors, LLC",,,Salesforce
11113345,Inactive Investor,Lisa Petronio,Senior Director;Senior Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Buffalo NY 100 Corporate Pkwy",lisa.petronio@tiaa.org,,Salesforce
11071643,Inactive Investor,Daniel Pfeffer,,Maxim Group LLC Miami Beach FL 555 Washington Ave,dpfeffer@maximgrp.com,,Salesforce
11134179,Inactive Investor,William Holowatuk,,"Moloney Securities Co., Inc.",wholowatuk@moseco.com,,Salesforce
11158251,Inactive Investor,Joseph Mantione,,"Cambridge Investment Research, Inc. Rochester NY Private Residence",,,Salesforce
10797852,Inactive Investor,Frank Finch,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",ffinch@hallidayfinancial.com,,Salesforce
10796731,Inactive Investor,Benjamin Edwards,Chairman;Chief Executive Officer;President,"Benjamin F. Edwards & Company, Inc.",tad.edwards@benjaminfedwards.com,,Salesforce
11037013,Inactive Investor,Jerome Kahn,,HighPoint Planning Partners,,,Salesforce
11190040,Inactive Investor,Taylor Putman,,"Northwestern Mutual Investment Services, LLC Champaign IL 4120 Belmont Pt",taylor.stark@nm.com,,Salesforce
11104924,Inactive Investor,John Ahearn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Annapolis MD 3 Park Pl,john.ahearn@ubs.com,,Salesforce
11013836,Inactive Investor,Minh Pham,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,mdpham01@ft.newyorklife.com,,Salesforce
11159448,Inactive Investor,Brandon Kovaleski,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",brandon.d.kovaleski@ml.com,,Salesforce
11166436,Inactive Investor,Matthew Tierney,,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",peyton.tierney@nm.com,,Salesforce
10990372,Inactive Investor,Dennis Gur,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,dennis.gur@fidelity.com,,Salesforce
11090601,Inactive Investor,John Gifford,Financial Advisor,LPL Financial LLC Taylors SC 4324 Wade Hampton Blvd,john.gifford@lpl.com,,Salesforce
9594755,,Keith Blankemeyer,,,kblank@coonsadvisors.com,,List Import
9560783,,Brenda Cooper Dunham,,,brenda.cooperdunham@securitiesamerica.com,,List import
10875651,Inactive Investor,Troy Okumura,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",troy.okumura@ampf.com,,Salesforce
10845750,Inactive Investor,Christopher McCampbell,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",chris.mccampbell@raymondjames.com,,Salesforce
10494452,,Phil Wheat,"Advisor, Co-Owner, Owner, Regulatory Contact","Wheat Givens Financial, LLC",pdwheat@wheatgivens.com,,List Import
11217374,,Michael Wessel,,,mwessel@commonwealth.com,,Other
11147823,Inactive Investor,Jason Ferrie,Regional Vice President,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,jason.ferrie@primerica.com,,Salesforce
11261062,Inactive Investor,Meghan Lee,Wealth Manager,"CW Advisors, LLC New York NY 6 Stone St",mlee@cwadvisorsgroup.com,,Salesforce
11136813,Inactive Investor,James Lee,,"Western International Securities, Inc. Campbell CA 900 E Hamilton Ave",,,Salesforce
10940721,Inactive Investor,Christopher Taylor,,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
10769761,Inactive Investor,Tom Yi,,"Regal Securities, Inc.",tyi@regalsecurities.com,,Salesforce
11000360,Inactive Investor,Vikash Sharma,,"Kotak Mahindra, Inc.",vikash.sharma@kotak.com,,Salesforce
9540575,,Bryce Paul,,,bryce@xy.company,,List Import
11045050,Inactive Investor,David Borden,,Cetera Advisors LLC Westborough MA 1800 W Park Dr,david.borden@ceteraadvisors.com,,Salesforce
11157845,Inactive Investor,Christopher Rush,,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",christopher.rush@wfadvisors.com,,Salesforce
10969945,Inactive Investor,Drew Tschumper,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",drew.tschumper@nm.com,,Salesforce
10924146,Inactive Investor,Camilla Spears,,J.P. Morgan Securities LLC Middletown OH 1401 S Breiel Blvd,camilla.j.spears@jpmorgan.com,,Salesforce
10870225,Inactive Investor,Gregory Lindahl,Financial Advisor,LPL Financial LLC San Jose CA 1100 Lincoln Ave,gregory.lindahl@lpl.com,,Salesforce
11076052,Inactive Investor,Mark Choate,Chief Executive Officer;Portfolio Manager;Principal,"Malaga Cove Capital, LLC",,,Salesforce
10529534,,Satoshi Nakamoto,,,satoshinakamoto@gmx.com,,Web Form Fillout
11152428,Inactive Investor,Edi Mustafallari,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11123170,Inactive Investor,Glen Liuzza,,"Allstate Financial Services, LLC Gretna LA 2550 Belle Chasse Hwy",,,Salesforce
10980864,Inactive Investor,Alexander Black,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,,,Salesforce
11019003,Inactive Investor,Aldian Isaacs,,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10818616,Inactive Investor,Courtney Kalist,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",,,Salesforce
10800046,Inactive Investor,Morton Levey,Financial Advisor;Financial Planning Associate;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,morton.h.levey@morganstanley.com,,Salesforce
10796709,Inactive Investor,Craig Wenning,Chief Executive Officer;Regulatory Contact,"Annandale Capital, LLC",cwenning@annandalecap.com,,Salesforce
10911930,Inactive Investor,Cullen Cusack,,"Raymond James Financial Services, Inc. Johnson City TN 3028 Peoples St",cullen.cusack@raymondjames.com,,Salesforce
9637515,,Chris Valerio,,,cvalerio@hirtlecallaghan.com,,List import
10843222,Inactive Investor,Michael Hathaway,Assistant Chief Financial Officer;Financial Advisor,"Epsilon Financial Group, Inc.",,,Salesforce
10967177,Inactive Investor,Theresa Sdrakas,Assistant Vice President;Preferred Program Specialist;Preferred Relationship Manager,"Fifth Third Securities, Inc. Westlake OH 30532 Detroit Rd",theresa.sdrakas@53.com,,Salesforce
11232636,Inactive Investor,Kevin Quinn,,"MML Investors Services, LLC Blackwood NJ 4151 Rte 42",kevinquinn@financialguide.com,,Salesforce
52089,,Timothy Gerler,Lead Financial Consultant,Thrivent Investment Management Inc.,tim.gerler@thrivent.com,636-493-9220,
10848661,Inactive Investor,Mark Knox,Branch Manager,Lincoln Investment Hauppauge NY Private Residence,mknox@lincolninvestment.com,,Salesforce
11112033,Inactive Investor,Eric Savage,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,ericsavage@primerica.com,,Salesforce
11199526,Inactive Investor,Jeremy Sharp,Financial Planner;Managing Member;Managing Partner;Owner,Redeem Wealth Management,,,Salesforce
10911651,Inactive Investor,David Wharram,Financial Consultant,LPL Financial LLC Santa Fe NM 2100 Calle de la Vuelta,david.wharram@lpl.com,,Salesforce
10558043,,Chokri Dahouaz,,,chokrimahdia25@gmail.com,,Web Form Fillout
9569733,,Todd Jones,,,todd.jones@captrustadvisors.com,,List import
8507946,,christopher pollet,,,pollet75@gmail.com,0629882463,Web form fillout
11109693,Inactive Investor,William Roberts,,J.P. Morgan Securities LLC Nutley NJ 351 Centre St,,,Salesforce
10973656,Inactive Investor,Derek Henze,Financial Advisor,Edward Jones Milton WI 691 S Janesville St,derek.henze@edwardjones.com,,Salesforce
9544699,,Brad Muehlbauer,,,bmuehlbauer@kochair.com,,List import
11111457,Inactive Investor,Edward Sibilia,,Deutsche Bank Securities Inc.,edward.sibilia@db.com,,Salesforce
11034211,Inactive Investor,Shereen Ries,,PFS Investments Inc. Lindale TX 1414 S Main St,sries@primerica.com,,Salesforce
11100266,Inactive Investor,Nicholas Trotman,Chief Compliance Officer;Head - Fixed Income;Managing Director;Partner;Regulatory Contact,Canton Hathaway LLC,ntrotman@cantonhathaway.com,,Salesforce
11017993,Inactive Investor,Gage Warren,,Lincoln Investment Belleview FL 11316 SE 62nd Ave,gwarren@lincolninvestment.com,,Salesforce
10839186,Inactive Investor,Michael Kimbell,,"Lion Street Financial, LLC Mission KS 5925 Nall Ave",mkimbell@lionstreet.com,,Salesforce
11201325,Inactive Investor,Kate Elisha,Client Relationship Associate,William Blair,kelisha@williamblair.com,,Salesforce
10876586,Inactive Investor,Brittany Reynolds,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
10778911,Inactive Investor,Sterling Dalatri,Financial Advisor;Senior Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,sterling.dalatri@morganstanley.com,,Salesforce
10970700,Inactive Investor,Jesse Andujar,,PFS Investments Inc. Lodi NJ 2 State RT 17 S,jesse.andujar@primerica.com,,Salesforce
10646116,,Eric Johnson,,,eric.johnson@pbswm.com,,List Import
9542186,,Kwasi Asare,,,kwasi@esaiyo.com,,List import
11025976,Inactive Investor,Peter A,,NYLIFE Securities LLC San Francisco CA 425 Market St,pha01@ft.newyorklife.com,,Salesforce
11219576,,Jack Dunnigan,,,jack.dunnigan@lpl.com,,Other
244149,,Peter Wolf,Partnerships & Communications,Halo Investing,peter.wolf@haloinvesting.com,773 7264555,Manual List Upload
9580870,,Jared Snider,,,jsnider@exencialwealth.com,,List import
11162547,Inactive Investor,Steven Bermel,,"FBL Marketing Services, LLC Muscatine IA 207 Lake Park Blvd",steven.bermel@fblfinancial.com,,Salesforce
192439,,Luis Alberto Brea Bestard,,[Unknown],luisbreabestard85@gmail.com,,source
9602385,,EHAB WADIE IBRAHIM,,,ehabwi12@gmail.com,,List import
9572211,,Paul Elliot,"Chief Executive Officer, Founder, Managing Member","ELCO Management Company, LLC",pelliot@elcomanagement.com,,List import
10992461,Inactive Investor,Ethan Cowf,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",ethan.cowf@equitable.com,,Salesforce
10877843,Inactive Investor,Lisa Carey,Financial Advisor,"GEM Asset Management, LLC",lisa@gemasset.net,,Salesforce
10795075,Inactive Investor,Louis Gardner,,"Lion Street Financial, LLC San Clemente CA Private Residence",lgardner@lionstreet.com,,Salesforce
11071994,Inactive Investor,Krystle Pierce,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,krystle.pierce@jpmorgan.com,,Salesforce
11088738,Inactive Investor,Janice Swickard,,LPL Financial LLC Evansville IN 7144 E Virginia St,,,Salesforce
10818775,Inactive Investor,Richard Cooney,,LPL Financial LLC Syracuse NY 250 S Clinton St,richard.cooney@lpl.com,,Salesforce
240559,,Garry Rachel,,[Unknown],rachelgarry@verizon.net,,Event
202276,,Chris McDonnell,,[Unknown],chrismcdonnell254@gmail.com,,source
10830127,Inactive Investor,Jeffrey Porter,Financial Advisor,LPL Financial LLC Pasadena CA 2500 E Colorado Blvd,jeffrey.porter@lpl.com,,Salesforce
3791357,,Martin York,,,martinyork10@gmail.com,,Web Form Fillout
342053,,Jennifer Ellis,Chief Financial Officer,Boston Trust Walden Inc.,jellis@bostontrust.com,617-726-7250,Manual List Upload
10777499,Inactive Investor,James Rackley,First Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington NC 1123 Military Cutoff Rd",jim_rackleyjr@ml.com,,Salesforce
10875516,Inactive Investor,Bradford Smith,Financial Advisor,Lincoln Investment Beverly MA 50 Dunham Rd,bpsmith@lincolninvestment.com,,Salesforce
11152833,Inactive Investor,Mordechai Dubrowski,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10962873,Inactive Investor,Wanda Truax,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10894665,Inactive Investor,Reginald Tolbert,Wealth Management Advisor,"Independent Advisor Alliance, LLC Ponte Vedra Beach FL 330 A1A N",reginald@independentadvisoralliance.com,,Salesforce
9541662,,E Powlowsky,,,epowlowsky@gmail.com,,List import
371662,,Shing Chi Jacky Chu,,Hong Kong SAR,grayscale@intelliz.com,,Bing Natural Search
10800904,Inactive Investor,Cheryl Werner,Financial Advisor,Edward Jones Midland TX 5115 W Wadley Ave,cheryl.werner@edwardjones.com,,Salesforce
11011230,Inactive Investor,Nicole Sutter,Senior Compliance Analyst,Thrivent Investment Management Inc.,nicole.sutter@thrivent.com,,Salesforce
11153538,Inactive Investor,Jeffrey Clements,Investment Advisor,"CUSO Financial Services, L.P. Taylor MI 22415 Wick Rd",,,Salesforce
10752494,Inactive Investor,Jonathan Poblete,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Antonio TX 10659 Culebra Rd",jonathan.poblete@wellsfargo.com,,Salesforce
10820898,Inactive Investor,Susan Lombardo,Financial Advisor,LPL Financial LLC Columbus GA 4 Bradley Park Ct,susan.lombardo@lpl.com,,Salesforce
9556293,,"James Baker, MBA, CWS®",,,jim@thefoxalliance.com,,List import
11212029,Inactive Investor,John Farris,,Commonwealth Financial Network Dallas TX 12222 Merit Dr,jfarris@commonwealth.com,,Salesforce
238795,,viktor9676595998@mail.ru ??????,,viktor9676595998@mail.ru Ñ‰ÐµÑ‚Ð¸Ð½Ð°,viktor9676595998@mail.ru,,
10804248,Inactive Investor,Alejandro Garcia,,"Intercam Securities, Inc.",,,Salesforce
11173275,Inactive Investor,Nicole Rutigliano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",nicole.rutigliano@ml.com,,Salesforce
10770850,Inactive Investor,David Belinkie,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",dbelinkie@financialguide.com,,Salesforce
9578391,,Bradley Davis,,,bradley.davis@valic.com,,List import
9626882,,Jan Donée,,,rddonee@gmail.com,,List import
9587613,,Kimberly Lundgren,,,klundgren@matrixcapital.com,,List Import
207619,,James Fortune,,"MML Investors Services, LLC",jfortune@financialguide.com,800-542-6767,
9560243,,Anthony Boulanger,,,antho1818@hotmail.com,,List import
10933972,Inactive Investor,Joshua Jones,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",josh.jones@nm.com,,Salesforce
350507,,Brian Himot,Vice President,Dynamic Beta Investments Llc,bhimot@beachheadcapital.com,646-837-7030,Manual List Upload
11123817,Inactive Investor,Min-Chieh Ho,,NYLIFE Securities LLC Cupertino CA 20480 Pacifica Dr,mho@ft.newyorklife.com,,Salesforce
11196389,Inactive Investor,Christopher Dorsett,Shareholder,Seamount Financial Group Inc,chrisd@seamountfinancial.com,,Salesforce
166814,,Karol Piwowarczyk,,[Unknown],kpiwowarczyk90@gmail.com,,Paid Social
11133435,Inactive Investor,Micah Moscovis,Financial Planner;Special Care Planner,"MML Investors Services, LLC Lafayette LA 102 Versailles Blvd",mmoscovis@financialguide.com,,Salesforce
11022459,Inactive Investor,Kensy Landaverde,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11208494,Inactive Investor,Andrew Harrison,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
10843915,Inactive Investor,Mark Nortman,President;Regulatory Contact;Wealth Manager,"Capitol Family Office, Inc.",marknortman@capitolcfo.com,,Salesforce
10840367,Inactive Investor,Kelvin Lau,,"The Strategic Financial Alliance, Inc. Keaau HI Private Residence",klau@thesfa.net,,Salesforce
10659310,,Samuel Levy,,,samuel_levy@ohionational.com,,List Import
11030892,Inactive Investor,Timothy Salveson,,J.P. Morgan Securities LLC Lake Charles LA 610 Sam Houston Jones Pkwy,timothy.salveson@jpmorgan.com,,Salesforce
10792396,Inactive Investor,Kenneth Ezell,Executive Vice President;Portfolio Manager,Marco Investment Management LLC,,,Salesforce
11260207,Inactive Investor,Amanda Fenenbock,,Goldman Sachs & Co.,,,Salesforce
10646766,,John Baker,,,john.baker@creativeplanning.com,,List Import
11180279,Inactive Investor,Charles Martin,Financial Advisor;Portfolio Manager;Secretary,Circle Advisers Inc,,,Salesforce
10873349,Inactive Investor,Amy Hamasaki,Chief Compliance Officer;Founder;Owner,Mountain Wealth Planning,,,Salesforce
11170838,Inactive Investor,David Gold,,Commonwealth Financial Network Jupiter FL 4425 Military Trl,dgold@commonwealth.com,,Salesforce
11143685,Inactive Investor,Dean McKibbin,,"Farmers Financial Solutions, LLC Tillamook OR 1914 4th St",dmckibbin@farmersagent.com,,Salesforce
11233546,Inactive Investor,Casey Sackman,,LPL Financial LLC Waukegan IL 37164 N Green Bay Rd,,,Salesforce
10982274,Inactive Investor,Amber Cao,,Commonwealth Financial Network,acao@commonwealth.com,,Salesforce
10941478,Inactive Investor,Wan Ru Low,,"RBC Capital Markets, LLC",,,Salesforce
10619984,,Michael-Anne Peck,,,michaelannepeck@itascabank.com,,List Import
10756555,Inactive Investor,Dave Lubkemann,Managing Director,UBS Financial Services Inc.,dave.lubkemann@ubs.com,,Salesforce
9561113,,Zachary Gabrielli,,,zgabrielli@hotmail.com,,List import
10921415,Inactive Investor,Patricia Campbell,,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",patricia.a.campbell@ampf.com,,Salesforce
9645547,,gris lee,,,ai382493804@gmail.com,,List import
10955022,Inactive Investor,Matthew Nastasi,Consultant,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",,,Salesforce
10645045,,David Deegan,,,david.deegan@nm.com,,List Import
10799425,Inactive Investor,Jennifer Flanary,,LPL Financial LLC Paducah KY 3390 Park Ave,jennifer.flanary@lpl.com,,Salesforce
10975603,Inactive Investor,Caroline Ma,,Citigroup Global Markets Inc.,,,Salesforce
9580773,,Chris Bell,,,christoferbell@protonmail.com,,List import
11153219,Inactive Investor,James Ehrett,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
9540784,,Virgil Alagon,,Luxor Capital Partners LP,valagon@luxorcap.com,,List Import
11128514,Inactive Investor,Marci Lindmeir,Financial Advisor,Edward Jones Enid OK 215 Kenwood Blvd,marci.lindmeir@edwardjones.com,,Salesforce
351101,,Brett Varsov,Partner,Raine Capital Llc,bvarsov@raine.com,212-603-5500,Manual List Upload
9590865,,David Yang,,,strifedavid@gmail.com,,List import
10931360,Inactive Investor,Nathan Rorick,,Mutual of America Securities LLC Houston TX 3040 Post Oak Blvd,nathan.rorick@mutualofamerica.com,,Salesforce
11090430,Inactive Investor,Joseph Mole,,Sigma Financial Corporation Lansing MI 109 E Cesar E Chavez Ave,,,Salesforce
11113199,Inactive Investor,Brandon Danielson,,Edward Jones Jacksonville FL 13241 Bartram Park Blvd,brandon.danielson@edwardjones.com,,Salesforce
11049560,Inactive Investor,Timothy Hughes,Chief Financial Officer;Managing Member,American Wealth Administration Group LLC,,,Salesforce
11062264,Inactive Investor,Robert Walker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",bob_walker@ml.com,,Salesforce
10893233,Inactive Investor,Paul Affeldt,Financial Advisor,Edward Jones Wayzata MN 3600 Shoreline Dr,paul.affeldt@edwardjones.com,,Salesforce
11209943,Inactive Investor,Vernon McClelland,Financial Advisor,"Charles Schwab & Co., Inc. Land O Lakes FL Private Residence",vernon.mcclelland@schwab.com,,Salesforce
233916,, -,,[[Unknown]],c.ignoffo@att.net,,
11011720,Inactive Investor,Taylor Jandik,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",taylor.jandik@nm.com,,Salesforce
11209921,Inactive Investor,Amy Dilissio,,Vanguard Marketing Corporation,amy_dilissio@vanguard.com,,Salesforce
10788145,Inactive Investor,Adam Ritter,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,adamritter.team@fidelity.com,,Salesforce
373088,,David Zink,,[Unknown],davidzink@bellsouth.net,,source
10944909,Inactive Investor,Sarah Wickerham,,State Farm VP Management Corp. Zanesville OH 833 Adair Ave,sarahbaker@statefarm.com,,Salesforce
10766028,Inactive Investor,Matthew Cooper,Branch Manager;Executive Director,Morgan Stanley New Haven CT 545 Long Wharf Dr,matthew.cooper@morganstanley.com,,Salesforce
9623651,,Derrick Gomes,,,gomesderrick@yahoo.ca,,List import
236876,, -,,[[Unknown]],pressy222@yahoo.co.uk,,Organic Search
10963316,Inactive Investor,Daniel Coccia,,"Avantax Investment Services, Inc. Rochester NY 1200A Scottsville Rd",,,Salesforce
10851516,Inactive Investor,Charles Rucker,Financial Advisor,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",charles.g.rucker@ampf.com,,Salesforce
10984816,Inactive Investor,John Leahey,,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",,,Salesforce
10989386,Inactive Investor,Natalie Raatz,Financial Producer,Thrivent Investment Management Inc. Newton NC 726 W C St,natalie.raatz@thrivent.com,,Salesforce
10761923,Inactive Investor,Matthew Hendren,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",matthew.hendren@wellsfargoadvisors.com,,Salesforce
9602781,,Matt Mcdonald,,,matt@ajwealthllc.com,,List import
11149699,Inactive Investor,Ayodeji Ijaola,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,ayodeji.ijaola@fidelity.com,,Salesforce
11155887,Inactive Investor,Kevin Treacy,Investment Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",kevin.treacy@rbc.com,,Salesforce
10844941,Inactive Investor,Allen Holeman,,"David Lerner Associates, Inc.",allen.holeman@davidlerner.com,,Salesforce
82429,,Dustin Whiteside,Financial Associate,Thrivent Investment Management Inc.,dustin.whiteside@thrivent.com,605-399-9373,
10982316,Inactive Investor,Melissa Panning,,"Wells Fargo Advisors Financial Network, LLC Omaha NE 13305 Birch Dr",melissa.panning@wellsfargo.com,,Salesforce
10857180,Inactive Investor,Brett Neal,Investment Advisor Representative,"Lincoln Capital, LLC",brett@thelincolncapitalgroup.com,,Salesforce
10888014,Inactive Investor,Diana Ramirez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,diana_ramirez@vanguard.com,,Salesforce
11218736,,Irene Walters,,,rwalters@ancora.net,,Other
10760950,Inactive Investor,Roger Krueger,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",tim_krueger@ml.com,,Salesforce
10825713,Inactive Investor,Robert Arnold,Financial Advisor,Edward Jones Conroe TX 1406 Wilson Rd,rob.arnold@edwardjones.com,,Salesforce
11108045,Inactive Investor,Daniel Rose,,J.P. Morgan Securities LLC Barrington RI 280 County Rd,daniel.r.rose@jpmorgan.com,,Salesforce
11038466,Inactive Investor,Yan Chen,,"TradeUp Securities, Inc.",,,Salesforce
11138412,Inactive Investor,Antoinetta Freeman,Investment Executive;Vice President,"Fifth Third Securities, Inc. Grand Rapids MI 2201 Wealthy St SE",antoinetta.freeman@53.com,,Salesforce
10856278,Inactive Investor,Jeffrey Lavin,Financial Advisor,LPL Financial LLC Gardena CA 1025 W 190th St,jeffrey.lavin@lpl.com,,Salesforce
374159,,Zachary Odom,,Great Point Capital,the-odoms@hotmail.com,5126266288,Salesforce
10847748,Inactive Investor,Amy Sibley Jones,Chief Compliance Officer;Wealth Planner,"Barlow Wealth Partners, LLC",amy@barlowwealth.com,,Salesforce
9563558,,Heather Hastey,,,hhastey@seacrestwm.com,,List import
9636569,,Jo-Ann Holst,,,joann@joannholstadvisers.com,,List import
9583219,,Rob Ballan,,,rob@rbcapitalmanagement.com,,List import
10997809,Inactive Investor,Enesa Pollard,,J.P. Morgan Securities LLC Syracuse NY 3400 W Genesee St,enesa.pollard@jpmorgan.com,,Salesforce
10691541,,steve pasharikov,,,evalsgpar@gmail.com,,Web Form Fillout
10967420,Inactive Investor,Ryan Kirschner,,"Pruco Securities, LLC. Newark NJ 213 Washington St",ryan.kirschner@prudential.com,,Salesforce
46305,,Michael Pratico,"Financial Advisor, Senior Vice President",CAPTRUST,michael.pratico@captrustadvisors.com,207-781-3205,
10968442,Inactive Investor,Elizabeth Barnes,Associate,Edward Jones Rocky Mount NC 212 N Winstead Ave,elizabeth.barnes@edwardjones.com,,Salesforce
10870430,Inactive Investor,Dave Hylton,,PFS Investments Inc. Land O Lakes FL 3632 Land O Lakes Blvd,dave.hylton@primerica.com,,Salesforce
9544552,,Jason Benedetti,,,jasonbenedetti@financialguide.com,,List import
10928050,Inactive Investor,Stephanie Featherstone,,State Farm VP Management Corp. Georgetown TX 950 W University Ave,,,Salesforce
11171624,Inactive Investor,Brian Fisher,Chief Compliance Officer;Director - Operations;Manager;Managing Member,JB Wealth Advisors LLC,brian@jbwealthadvisors.com,,Salesforce
10644575,,Michael Willis,,,mwillis@mesirowfinancial.com,,List Import
11029286,Inactive Investor,Robert Caesar,Financial Consultant,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",robert.caesar@equitable.com,,Salesforce
10950225,Inactive Investor,Richard Disho,Financial Advisor,Edward Jones Walnut Creek CA 1333 N California Blvd,richard.disho@edwardjones.com,,Salesforce
9576665,,Benjamin Muirhead,,,bmuirhead@massmutual.com,,List import
11014343,Inactive Investor,Tyler Grob,,Key Investment Services LLC Pittsburgh PA 10 Old Clairton Rd,tyler.grob@key.com,,Salesforce
10837717,Inactive Investor,Reid Johnson,Owner,Big Sioux Wealth Management,reid@bigsiouxwealth.com,,Salesforce
156953,,Syn Quorum,,[Unknown],synquorum@gmail.com,,
118224,,Aaron Jackson,Financial Planning Advisor,"VALIC Financial Advisors, Inc.",aaron.jackson@valic.com,561-684-3775,
10997967,Inactive Investor,Leslie Robinson,,State Farm VP Management Corp. Durham NC 5315 Highgate Dr,leslie.miller.qc8b@statefarm.com,,Salesforce
11106796,Inactive Investor,Michael Russell,Executive Benefits Consultant,"MML Investors Services, LLC Charlotte NC 4350 Congress St",mrussell@financialguide.com,,Salesforce
10799402,Inactive Investor,Carmen Hernaez,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,chernaez@ft.newyorklife.com,,Salesforce
9640619,,Ron Bassinger,,,ronbassinger@gmail.com,,List import
210543,,Kang JU HYEON,,South Korea,qr0201@gmail.com,,
9554139,,Steven Blanc,,,blancysteve@gmail.com,,List import
9588959,,Tomas Hoyos,,,tjhoyos@gmail.com,,List import
9598496,,Albert Herzog,,,aherzog@ewmadvisors.com,,List import
11106738,Inactive Investor,Darren Schuringa,Chief Compliance Officer;Chief Executive Officer,Yorkville Capital Management LLC,dschuringa@yorkvillecapital.com,,Salesforce
11143459,Inactive Investor,John Hauser,,"RBC Capital Markets, LLC",,,Salesforce
10766271,Inactive Investor,Andrew Jaramillo,Financial Consultant,PlanMember Securities Corporation Victorville CA 15428 Civic Dr,ajaramillo@planmembersec.com,,Salesforce
9547704,,John Maggisano,,,john.maggisano@td.com,,List import
146166,,Caio Jobim,,[Unknown],caiojobim@gmail.com,,Event
10900131,Inactive Investor,Michael Tiffany,,"Allstate Financial Services, LLC Kansas City MO 1152 W 103rd St",michaeltiffany@allstate.com,,Salesforce
10769246,Inactive Investor,James Reilly,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,james.m.reilly@jpmorgan.com,,Salesforce
10896178,Inactive Investor,Susanne Howard,Chief Compliance Officer;Director;President;Treasurer,L.F. Howard Associates Inc,,,Salesforce
11001270,Inactive Investor,Joshua Sherrard,Chief Executive Officer,"Strategic Navigators Asset Management, LLC",,,Salesforce
9608721,,Peter Vallely,,,connect@nfreit.io,,List import
11006306,Inactive Investor,Christopher Milligan,Financial Advisor,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,christopher_milligan@glic.com,,Salesforce
9560296,,Enrique Sanchez,,,3.sanchezp@gmail.com,,List import
11082186,Inactive Investor,James Ezekiel,,PFS Investments Inc. Tallahassee FL 3365 N Monroe St,,,Salesforce
11133700,Inactive Investor,Bradley Rolfs,,PFS Investments Inc. Brighton CO 29 N Main St,bradley.rolfs@primerica.com,,Salesforce
11218485,,Nia Priest,,,nia.priest@jpmorgan.com,,List Import
10881767,Inactive Investor,Patrick Harding,Financial Advisor;Senior Financial Advisor;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC New City NY 17 Squadron Blvd",patrick.a.harding@wfafinet.com,,Salesforce
10856299,Inactive Investor,Mark Menard,,"Cambridge Investment Research, Inc. Houston TX 1880 S Dairy Ashford Rd",,,Salesforce
10764240,Inactive Investor,James Marroquin,,"Osaic Wealth, Inc. Austin TX 4102 Marathon Blvd",jmarroquin@royalaa.com,,Salesforce
10959416,Inactive Investor,Justin Vestman,Investment Advisor,Wealthtech Partners LLC,,,Salesforce
10860517,Inactive Investor,Thomas Knott,Portfolio Manager;Senior Vice President,Wintrust Investments LLC Winnetka IL 576 Lincoln Ave,aknott@wintrustwealth.com,,Salesforce
220897,,Eileen Wade-Stein,,[Unknown],eileenwadestein@gmail.com,,
11010213,Inactive Investor,Anthony Italiano,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",anthony.italiano@equitable.com,,Salesforce
11169384,Inactive Investor,Morgan Bates,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
371193,,MANUEL FERNANDES,,[Unknown],manuelf@gmail.com,,source
9564295,,Steven Morse,,,smorse@sigmarep.com,,List import
10838683,Inactive Investor,Daniel Joyce,Registered Vice President;Senior Regional Leader,PFS Investments Inc. San Antonio TX 11550 W Interstate 10,daniel.joyce@primerica.com,,Salesforce
11047465,Inactive Investor,Thomas Furey,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,thomas.furey@lpl.com,,Salesforce
10755537,Inactive Investor,Benjamin Kyes,Client Relationship Manager;Product Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",benjamin.kyes@ampf.com,,Salesforce
11116919,Inactive Investor,James Desanctis,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,jdesanctis@lincolninvestment.com,,Salesforce
10908393,Inactive Investor,Hillary Carnley,,"Allstate Financial Services, LLC Columbus GA 3884 Warm Springs Rd",hillarycarnley@allstate.com,,Salesforce
11119329,Inactive Investor,Kendra Weatherholt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9623963,,Steve Slome,,,steve@cryptocake.com,,List import
10961654,Inactive Investor,Kyle Linton,,J.P. Morgan Securities LLC San Diego CA 1000 Garnet Ave,kyle.linton@chase.com,,Salesforce
11020177,Inactive Investor,Valerie Kimble,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,vkimble@primerica.com,,Salesforce
236041,, -,,[[Unknown]],andriangutu@gmail.com,,
10930093,Inactive Investor,Arin Torabian,Investment Advisor,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",arin.torabian@tfaconnect.com,,Salesforce
9561615,,Bruce Morris,,,michael.scotti37@gmail.com,,List import
11013254,Inactive Investor,Laten Wayer,,"Pruco Securities, LLC. Centralia IL 435 S Elm St",laten.wayer@prudential.com,,Salesforce
343662,,Rob Martin,Wealth Advisor,Rainier Wealth Management Llc,rob@rainierwm.com,425-493-2500,Manual List Upload
11026750,Inactive Investor,Matthew Ridler,,LPL Financial LLC Brook Park OH 5850 Smith Rd,matthew.ridler@lpl.com,,Salesforce
9540736,,Worth Wray,,"Corriente Master Fund II, LP",worth@corrientecapital.com,,List Import
11019330,Inactive Investor,Devon Pedrick,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",,,Salesforce
11041428,Inactive Investor,Patricia Weir,Senior Client Service Associate,"Raymond James & Associates, Inc. Allentown PA 740 Hamilton St",patricia.weir@raymondjames.com,,Salesforce
9573787,,Michael Connole,,,mconnole@financialguide.com,,List import
197631,,Yongki Ade Saputra,,Indonesia,yongki437@gmail.com,,
10856126,Inactive Investor,Paul Johnson,,State Farm VP Management Corp. Lincoln NE 5533 S 27th St,,,Salesforce
10753563,Inactive Investor,Ian Rosenfield,,"Raymond James Financial Services, Inc. San Francisco CA 1160 Battery St",ian.rosenfield@raymondjames.com,,Salesforce
10979574,Inactive Investor,Catherine Acevedo,,J.P. Morgan Securities LLC Winter Park FL 301 S New York Ave,cathy.dilorenzo@chase.com,,Salesforce
11100614,Inactive Investor,Kevin Hosey,Private Banking Client Manager;Vice President,"UMB Financial Services, Inc. Kansas City MO 1010 Grand Blvd",kevin.hosey@umb.com,,Salesforce
10871013,Inactive Investor,Kenneth Apking,,Cetera Financial Specialists LLC Cincinnati OH Private Residence,kenneth.apking@ceterafs.com,,Salesforce
9560770,,Georgi Chakhbazov,,,georgie@gpltech.com,,List import
10844005,Inactive Investor,Audrey Flamio,,"Osaic Wealth, Inc. Mount Kisco NY 359 Main St",,,Salesforce
10775198,Inactive Investor,Karla Frascarelli,Senior Registered Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,,,Salesforce
9606324,,James Harrison,,,jharrison@reliance-financial.com,,List import
10797854,Inactive Investor,Dennis Baum,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,dennis.baum@opco.com,,Salesforce
11039730,Inactive Investor,Carly Ellis,Assistant Vice President;Financial Planner,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,,,Salesforce
9559059,,Nathan Freer,,,nate.freer@voya.com,,List import
10886129,Inactive Investor,Jonathon Krempa,Private Client Advisor,J.P. Morgan Securities LLC Waterford MI 4750 Dixie Hwy,jonathon.krempa@jpmorgan.com,,Salesforce
10905905,Inactive Investor,Robert Kern,,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",robert.kern@oneamerica.com,,Salesforce
9544355,,Vijai Venkatraman,,,vijaichit06@yahoo.co.in,,List import
11233708,Inactive Investor,Liam McHale,,Fidelity Brokerage Services LLC,,,Salesforce
10828148,Inactive Investor,Jonas Ferris,Manager,MAXadvisor Private Management,jferris@maxadvisor.com,,Salesforce
10878396,Inactive Investor,Christopher Yates,Financial Professional,"Voya Financial Advisors, Inc. Rocky City Falls NY Private Residence",chris.yates@voya.com,,Salesforce
11072142,Inactive Investor,Millicent Eubanks,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,millicent.p.eubanks@morganstanley.com,,Salesforce
11099375,Inactive Investor,Kyla Brunner,,PFS Investments Inc. Gaithersburg MD 9841 Washingtonian Blvd,kbrunner@primerica.com,,Salesforce
9628356,,Shawn Hoyt,,,shawnhoyt@gmail.com,,List import
10915739,Inactive Investor,April Park,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11078074,Inactive Investor,Rocco Russo,Financial Advisor,Edward Jones Falls Church VA 3110 Fairview Park Dr,rocco.russo@edwardjones.com,,Salesforce
11152377,Inactive Investor,Frederick Snell,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,frederick.snell@fidelity.com,,Salesforce
11077669,Inactive Investor,Mae Patton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10778894,Inactive Investor,Dilina Isho,Portfolio Associate,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,dilina.isho1@morganstanley.com,,Salesforce
228945,, -,,[[Unknown]],mark.barbero@att.net,,
10849389,Inactive Investor,Thomas Dickens,,PFS Investments Inc. Winston Salem NC 3540 Vest Mill Rd,thomas.dickens@primerica.com,,Salesforce
9575368,,Matthew Williams,,,mcwilliams@ayco.com,,List import
240202,,Anne Chilton,Senior Portfolio Manager,"Sendero Wealth Management, Llc",achilton@sendero.com,210-805-0171,Manual List Upload
9646100,,Monil Punjabi,,,monilpunjabi@gmail.com,,List import
10806231,Inactive Investor,William Dineen,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lee NJ 2200 Fletcher Ave",william_v_dineen@ml.com,,Salesforce
9551977,,Felix Provost,,,fprovost2003@yahoo.ca,,List import
10777111,Inactive Investor,William Henning,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10842213,Inactive Investor,Ryan Foley,Senior Wealth Manager,Mayflower Advisors,ryan.foley@mayfloweradvisors.com,,Salesforce
349880,,Paul Ward,"Managing Partner, Financial Advisor",Iht Wealth Management Llc,paul.e.ward@lpl.com,855-295-2828,Manual List Upload
11239101,,Tamla Groce,,,tgroce@bridgeway.com,,Salesforce
11256323,,Tuấn Nguyễn Anh,,,natuan852005@gmail.com,,Other
10696198,,Tom Hind,,Markets Group,tom.hind@marketsgroup.org,,List Import
9633910,,Ir Hardi yoman,,,initarimin@gmail.com,,List import
10755146,Inactive Investor,Robert Duffield,Financial Advisor,Edward Jones Santa Rosa CA 5761 Mountain Hawk Dr,robert.duffield@edwardjones.com,,Salesforce
10510636,,Nick Carter,Sales,SS&C Eze,nicholas.carter@sscinc.com,,List Import
10985935,Inactive Investor,Eric Boguslawski,Investment Consultant,"Charles Schwab & Co., Inc. Framingham MA 161 Worcester Rd",eric.boguslawski@schwab.com,,Salesforce
11050572,Inactive Investor,Leo White,,"Cadaret, Grant & Co., Inc. Wellesley Hills MA 57 River St",,,Salesforce
236133,, -,,[[Unknown]],drmapleleaf@gmail.com,,
11135417,Inactive Investor,Milissa Crist,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,milissa.sinnett@gs.com,,Salesforce
11216799,,Michael Antosca,,,michael.antosca@lpl.com,,List Import
9629639,,gon zalo,,,nomorealias@gmail.com,,List import
9623848,,a v,,,djdd@dd.tt,,List import
10658666,,Jude Mertes,,,jude.mertes@countryfinancial.com,,List Import
11044680,Inactive Investor,Jeremy Bishop,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Spartanburg SC 101 N Pine St",jeremy.bishop@wellsfargo.com,,Salesforce
10828140,Inactive Investor,Ahmad Lajevardi,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,ahmad.lajevardi@morganstanley.com,,Salesforce
10855270,Inactive Investor,John Funk,Financial Professional,"MML Investors Services, LLC Exton PA 111 E Uwchlan Ave",jdfunk@financialguide.com,,Salesforce
10831572,Inactive Investor,Ted Ong,Principal;Regulatory Contact,Prudent Investors,ted@prudentnetwork.com,,Salesforce
10951354,Inactive Investor,Sidney Morris,Client Service Associate,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,sidney.morris@ubs.com,,Salesforce
11005488,Inactive Investor,Emilie Arcidiacono,,"Osaic Wealth, Inc. Spring Hill FL 258 Mariner Blvd",,,Salesforce
10896231,Inactive Investor,Cynthia Barbieri,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",cynthia.barbieri@ml.com,,Salesforce
10877040,Inactive Investor,Gary Miskell,,"Farmers Financial Solutions, LLC Sun City CA 27851 Bradley Rd",,,Salesforce
9647957,,Mary Harris,,,mharris@quadcapwm.com,,List import
9637549,,Brian Igoe,,,brian.igoe@rainingroup.com,,List import
11182882,Inactive Investor,Ryan Cheng,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,ryan.cheng@ubs.com,,Salesforce
237499,, -,,[[Unknown]],jashanrulz@yahoo.in,,
10774241,Inactive Investor,Dean Labelle,,Cetera Financial Specialists LLC Zion IL 2623 Elisha Ave,dean.labelle@ceterafs.com,,Salesforce
9554863,,Jona Husbands,,,jona@archerconsulting.com,,List import
10893534,Inactive Investor,Henry Clark,Senior Vice President - Wealth Advisor,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,henry.clark@nb.com,,Salesforce
10786039,Inactive Investor,Dan Hidraj,Private Client Advisor,J.P. Morgan Securities LLC New York NY 26 Astor Pl,dan.x.hidraj@jpmorgan.com,,Salesforce
11185974,Inactive Investor,Elliot Honan,Premier Banker,"Wells Fargo Clearing Services, LLC Charleston SC 828 Orleans Rd",,,Salesforce
10846431,Inactive Investor,David Melchor,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,david.melchor@fidelity.com,,Salesforce
11118088,Inactive Investor,Mark Conway,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",mark.conway@prudential.com,,Salesforce
9595021,,Gautam Seshadri,,,seshadri.gautam@gmail.com,,List import
176323,,Michael Kelly,CIO,[Unknown],michael.kelly@mfco.com.au, +61 (0)3 9605 9500,Database Upload
10966117,Inactive Investor,Ernest Anderson,,LFN Advisors Inc. Grand Rapids MI 1676 Viewpond Dr SE,,,Salesforce
10901643,Inactive Investor,James Vanek,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Troy MI 2701 Troy Center Dr",james.vanek@equitable.com,,Salesforce
10770748,Inactive Investor,John Stewart,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",john.g.stewart@bofa.com,,Salesforce
11075727,Inactive Investor,Christopher Cruz,,J.P. Morgan Securities LLC Ojai CA 1215 Maricopa Hwy,christopher.cruz@jpmorgan.com,,Salesforce
10769777,Inactive Investor,Kenneth Beck,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",kenneth.beck@wellsfargoadvisors.com,,Salesforce
9636350,,Michael Mcfetridge,,,edgar@gfplp.com,,List import
11157169,Inactive Investor,Roger Elton,,Country Capital Management Company Burlington WA 127 E Hazel Ave,roger.elton@countryfinancial.com,,Salesforce
11201070,Inactive Investor,Jeffery Isaacson,Financial Advisor,"Ameriprise Financial Services, LLC Merrill WI 3210 E Main St",jeff.isaacson@ampf.com,,Salesforce
10766673,Inactive Investor,Charles Ingle,Financial Advisor,Edward Jones Alpena MI 421 S Ripley Blvd,chuck.ingle@edwardjones.com,,Salesforce
11205043,Inactive Investor,Jeffrey Ferry,Financial Professional,"Pruco Securities, LLC. Trenton NJ 850 Bear Tavern Rd",jeffrey.ferry@prudential.com,,Salesforce
10936445,Inactive Investor,Mauro Ferman,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founding Partner,Abacus Capital Advisors,,,Salesforce
11189819,Inactive Investor,Alan Nathan,,Park Avenue Securities LLC New Haven CT 555 Long Wharf Dr,,,Salesforce
10868889,Inactive Investor,Joseph Lisanti,Financial Advisor,"Ameriprise Financial Services, LLC Rockville Centre NY 265 Sunrise Hwy",joseph.lisanti@ampf.com,,Salesforce
10785481,Inactive Investor,Cindy Miller,,"Avantax Investment Services, Inc. Vestal NY Private Residence",,,Salesforce
10486889,,William Foulk,Financial Advisor,Lincoln Financial Securities Corporation,wfoulk@securitiesmail.com,,List Import
11208560,Inactive Investor,John Zeidler,Financial Advisor,"Wall Street Financial Group, Inc.",john@wallstfinancialgroup.com,,Salesforce
11156738,Inactive Investor,Elizabeth Gidge,Senior Registered Associate,Morgan Stanley Jericho NY 2 Jericho Plz,elizabeth.gidge@morganstanley.com,,Salesforce
10825983,Inactive Investor,Riccardo Rainieri,Managing Director,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,,,Salesforce
10929736,Inactive Investor,Konstantinos Argyropoulos,Member,"Hilbert 8, LLC",konstantinos@hilbert8.com,,Salesforce
9374,,Princess Joy Palarca,,[[Unknown]],cesspalarca@gmail.com,,Direct
10977100,Inactive Investor,Jason Bishop,Financial Professional,"MML Investors Services, LLC Lancaster PA 114 Foxshire Dr",jbishop@financialguide.com,,Salesforce
10900963,Inactive Investor,Kyle Ballard,Principal,Bolgiano Capital Management,kballard@bolgianocapital.com,,Salesforce
11144475,Inactive Investor,Robert Panza,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Westport CT 500 Post Road E,robert.panza@morganstanley.com,,Salesforce
11100201,Inactive Investor,Anthony Harris,,Cetera Advisor Networks LLC Orland Park IL 15255 S 94th Ave,harrisa@ceteranetworks.com,,Salesforce
10929815,Inactive Investor,Mary Travis,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11075293,Inactive Investor,Brian Becker,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 6060 Renaissance Pl",brian.becker@ampf.com,,Salesforce
11135495,Inactive Investor,Rajesh Sanchala,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,rrsanchala@ft.newyorklife.com,,Salesforce
11006714,Inactive Investor,Nicholas Marinelli,Financial Services Representative,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
10900874,Inactive Investor,Mary Dolan,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",,,Salesforce
38031,,Mark Prestwood,Financial Professional,"Voya Financial Advisors, Inc.",mark.prestwood@voyafa.com,913-469-8800,
9605070,,Jeff Lo,,,jefflo928@aol.com,,List import
9581954,,Vincent Gouverneur,,,vgouverneur@deloitte.lu,,List import
11201431,Inactive Investor,Lori Matus,,"DAI Securities, LLC",,,Salesforce
9579356,,Patrik Neuenfeldt,,,bnncapital@gmail.com,,List import
10932900,Inactive Investor,Destinee Chupp,Financial Advisor,LPL Financial LLC Elkhart IN 1801 E Bristol St,destinee.chupp@lpl.com,,Salesforce
9579140,,George Audi,,,gaudi@interaudibank.com,,List import
10873826,Inactive Investor,Stacy Hefty,President,"CX Institutional, LLC",stacy.hefty@credentwealth.com,,Salesforce
10848434,Inactive Investor,Michelle Meisner,Senior Trust Officer;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Apple Valley CA 19095 Bear Valley Rd",michelle.meisner@ml.com,,Salesforce
9621154,,Guillaume Charron,,,guillaume.charron@outlook.com,,List import
11172881,Inactive Investor,Stelianos Papadopoulos,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
11101016,Inactive Investor,Alex Adegunsoye,,"Osaic Wealth, Inc.",,,Salesforce
9640545,,Craig Carlson,,,ccarlson@dorchestercapital.com,,List import
11160279,Inactive Investor,Steven Bullard,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",bullards@stifel.com,,Salesforce
10977878,Inactive Investor,Matthew McCann,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10776127,Inactive Investor,George Friedman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",george.friedman@stifel.com,,Salesforce
10767596,Inactive Investor,Joseph Maye,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,,,Salesforce
9562281,,Amanda Tang,,,tmhoney@gmail.com,,List import
11204438,Inactive Investor,Patrick McGinn,Financial Advisor,Leading Edge Financial Planning,patrick@leadingedgefp.com,,Salesforce
228498,, -,,[[Unknown]],pakhyun@yahoo.com,,Organic Search
10969426,Inactive Investor,Samuel Bohmiller,Financial Specialist,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
9579133,,Peter Blake,,,peter@allbondportfolios.com,,List import
10990653,Inactive Investor,Joseph Zuccaro,Associate Partner;Wealth Advisor,Corient Birmingham MI 260 E Brown St,joe.zuccaro@corient.com,,Salesforce
10768090,Inactive Investor,Todd Haacke,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 9999 Carver Rd",todd.haacke@stifel.com,,Salesforce
11191060,Inactive Investor,Kelly Taillefer,Financial Advisor,"Osaic Wealth, Inc. Fond Du Lac WI N6687 Wrightway Dr",,,Salesforce
11086854,Inactive Investor,Minh Doan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockwall TX 2450 Horizon Rd",,,Salesforce
77960,,Clint Meyer,Financial Professional,"Voya Financial Advisors, Inc.",clintgmeyer@voyafa.com,605-722-1965,
11175396,Inactive Investor,Eugene Forsythe,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",eugene.forsythe@nm.com,,Salesforce
10789920,Inactive Investor,Jeremy St Croix,Branch Manager;Private Wealth Advisor,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",jeremy.st.croix@ampf.com,,Salesforce
9613788,,phosphor lo,,,luoluoxj@foxmail.com,,List import
10901002,Inactive Investor,John Schipper,Junior Research Analyst;Partner;Trader,"Conestoga Capital Advisors, LLC",jschipper@conestogacapital.com,,Salesforce
10910182,Inactive Investor,Dana Atkinson,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",dana.atkinson@nm.com,,Salesforce
10878068,Inactive Investor,Jeremy Bivens,Financial Advisor,LPL Financial LLC Springfield IL 3400 Wabash Ave,jeremy.bivens@lpl.com,,Salesforce
10993789,Inactive Investor,Paul Zablotney,,J.P. Morgan Securities LLC Philadelphia PA 1717 N 12th St,paul.zablotney@jpmorgan.com,,Salesforce
11091103,Inactive Investor,Richard Kincheloe,Investment Officer;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC O Fallon IL 1405 N Green Mount Rd",richard.kincheloe@wellsfargoadvisors.com,,Salesforce
9560654,,Allan Smith,,,asmith@commonwealth.com,,List import
11164699,Inactive Investor,Sean Pickett,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",sean.pickett@nm.com,,Salesforce
10899436,Inactive Investor,Rong Lin,,Citigroup Global Markets Inc. Englewood NJ 89 Engle St,,,Salesforce
11179370,Inactive Investor,John Doyle,,GWN Securities Inc.,jdoyle@gwnsecurities.com,,Salesforce
10814217,Inactive Investor,Patrick Sledz,Consultant;First Vice President,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,patrick.sledz@ubs.com,,Salesforce
9579225,,Robert Klein,,,rklein@clarion-capital.com,,List import
10796244,Inactive Investor,Jessica Kartzinel,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Henderson NV 2475 Village View Dr,jessica.kartzinel@ubs.com,,Salesforce
10983248,Inactive Investor,Laura Celis,,"First Command Brokerage Services, Inc. El Paso TX 4712 Woodrow Bean",lacelis@firstcommand.com,,Salesforce
10847119,Inactive Investor,Chauvon McFadden,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,cmcfadden@ft.newyorklife.com,,Salesforce
9593130,,John Matune,,,jmatune@matunebasile.com,,List import
10917487,Inactive Investor,Samer Dhillon,Chief Executive Officer,Quest Investment Firm,,,Salesforce
11087038,Inactive Investor,John Calvano,,Stonex Securities Inc.,john.calvano@saswealth.com,,Salesforce
11076468,Inactive Investor,Matthew Berler,Co-Chief Executive Officer;Managing Member,"Paskin & Berler Capital Advisors, LLC San Francisco CA 100 Pine St",matthew@paskinberler.com,,Salesforce
10851941,Inactive Investor,Brendan Canavan,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,bcanavan@ft.newyorklife.com,,Salesforce
10869387,Inactive Investor,Gregory Call,Retirement Planning Specialist,"Equitable Advisors, LLC Eagle ID 776 E Riverside Dr",gregory.call@equitable.com,,Salesforce
10793006,Inactive Investor,Lauren Shaughnessy,Financial Advisor,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,lshaughnessy@rwbaird.com,,Salesforce
10868768,Inactive Investor,Brenda Immink,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,brenda.immink@primerica.com,,Salesforce
11177543,Inactive Investor,Christopher Hagen,,"Independent Advisor Alliance, LLC Montgomery AL 8116 Old Federal Rd",,,Salesforce
10961943,Inactive Investor,Lindsay Erickson,Private Client Banker,J.P. Morgan Securities LLC Vail CO 141 E Meadow Dr,,,Salesforce
9588760,,Mark Frugoni,,,mark.frugoni@focus-wa.com,,List import
11024383,Inactive Investor,Mario Desantiago,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10777768,Inactive Investor,Dennis Birdsall,Financial Advisor,"Wells Fargo Clearing Services, LLC Stuart FL 789 SW Federal Hwy",dennis.a.birdsall@wellsfargoadvisors.com,,Salesforce
9600763,,Dana Norton,,,dananorton@rocketmail.com,,List import
11220082,,Damon Joyner,,,djoyner@americanportfolios.com,,Other
10929760,Inactive Investor,Andrew Rogers,,LPL Financial LLC Toledo OH 4149 N Holland Sylvania Rd,andrew.rogers@lpl.com,,Salesforce
10948808,Inactive Investor,Aldo Alay,,J.P. Morgan Securities LLC Hollywood FL 390 S Flamingo Rd,aldo.a.alay@jpmorgan.com,,Salesforce
10922089,Inactive Investor,Matthew Merrick,Financial Associate,Thrivent Investment Management Inc. Circle Pines MN 6687 Blue Heron Dr,matthew.merrick@thrivent.com,,Salesforce
11109810,Inactive Investor,Julie Sandberg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",julie_sandberg@ml.com,,Salesforce
9564676,,Tim Lynch,,,tlynch10@gmail.com,,List import
11175877,Inactive Investor,Melissa Garcia,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,melissa.garcia@fmr.com,,Salesforce
11135940,Inactive Investor,Austin Wang,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10980440,Inactive Investor,Emma Dajani,,J.P. Morgan Securities LLC Charleston SC 177 Meeting St,emma.dajani@jpmorgan.com,,Salesforce
11090381,Inactive Investor,David McDonald,Chief Compliance Officer;President,"MFG Capital, Inc.",,,Salesforce
9555470,,Bla? Matoh,,,blaz44.barcelona@gmail.com,,
11064054,Inactive Investor,Monroe Weeks,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,monroe.weeks@primerica.com,,Salesforce
10947802,Inactive Investor,Patrick Shanley,Financial Services Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10877310,Inactive Investor,Kaden Collins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kaden.collins@fmr.com,,Salesforce
11109226,Inactive Investor,Lora Williams,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",lora_williams@ml.com,,Salesforce
10968948,Inactive Investor,James Shaffer,Financial Advisor,Terra Wealth York PA Private Residence,jim@terrawealth.com,,Salesforce
10805090,Inactive Investor,Timothy Holcombe,Senior Vice President - Investments,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",tim.holcombe@raymondjames.com,,Salesforce
9612152,,Tracy Pamperl,,,tpamperl@aegonusa.com,,List import
9573558,,Maximilian Cascante,,,maximilian.cascante@castlehook.com,,List import
11070419,Inactive Investor,Joanna Fetter,Wealth Advisor,Corient Houston TX 2929 Allen Pkwy,joanna.fetter@corient.com,,Salesforce
10839019,Inactive Investor,John Struckhoff,,"FBL Marketing Services, LLC Smith Center KS 126 S Main St",john.struckhoff@fbfs.com,,Salesforce
10896942,Inactive Investor,James Walker,Chief Executive Officer;President,"James W. Walker, P.A.",james@jameswalkercpa.com,,Salesforce
28021,,Ray Thomas,,4TheCultr,rayt1958@hotmail.com,7703130132,
10833893,Inactive Investor,Colby Valenta,,"Cambridge Investment Research, Inc. Denver CO 12245 Pecos St",,,Salesforce
10965490,Inactive Investor,Martha Ramos Jimenez,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",martha.ramos-jimenez@prudential.com,,Salesforce
11010670,Inactive Investor,Verna Heggie Urso,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,verna.heggieurso@primerica.com,,Salesforce
11164484,Inactive Investor,Lois Plaisted,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anderson SC 3005 N Main St",lois.f.plaisted@ml.com,,Salesforce
9584491,,Roberto wagner Ferreira Silva,,,regianeferreira12478@gmail.com,,List import
11141928,Inactive Investor,Charles Northrup,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",charles.r.northrup@ml.com,,Salesforce
9638623,,Debra McConnell,,,debra_mcconnell@tjx.com,,List import
11211571,Inactive Investor,Jenny Ma,,Goldman Sachs & Co.,,,Salesforce
10898684,Inactive Investor,Anthony Assadi,Financial Advisor,Alere Planning LLC,tassadi@alereplanning.com,,Salesforce
11074547,Inactive Investor,John Black,,LPL Financial LLC Morganton NC 205 N King St,chip.black@lpl.com,,Salesforce
9627266,,hiroko shimada,,,hirokoflora924@yahoo.com.au,,List import
11014047,Inactive Investor,Forest Ferguson-Rorie,,J.P. Morgan Securities LLC Pacifica CA 1215 Linda Mar Shopping Ctr,forest.ferguson-rorie@jpmorgan.com,,Salesforce
11234341,Inactive Investor,Brooke Myers,Registered Client Associate,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,brooke.myers@morganstanley.com,,Salesforce
11166381,Inactive Investor,Ashlee Carr,,Fidelity Brokerage Services LLC Palm Coast FL Private Residence,,,Salesforce
10912120,Inactive Investor,Brandon Tse,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",brandon.tse@ml.com,,Salesforce
11023419,Inactive Investor,Angela Roth,,"Nations Financial Group, Inc. Independence IA 305 Enterprise Dr",amiller@nationsfg.com,,Salesforce
9595669,,Brian Mcgivern,,,bmcg57@aol.com,,List import
340974,,Patricia Archambault,Client Relationship Specialist,"Access Financial Services, Inc.",patti@accessafs.com,952-885-2732,Manual List Upload
11255287,Inactive Investor,Timothy Mcintosh,Economist;Portfolio Manager,"Visionary Horizons, LLC Tampa FL 401 E Jackson St",,,Salesforce
10535623,,Vikrant Sharma,,,vik@cakewallet.com,,Web Form Fillout
11221578,,Joseph Beattie,,,jbeattie@firstrepublic.com,,List Import
11060563,Inactive Investor,John Huffman,Corporate Secretary;Founder;Principal;Regulatory Contact;Vice Manager,"Reliant Investment Management, LLC",jhuffman@reliantllc.com,,Salesforce
10841212,Inactive Investor,Kyle Martin,Wealth Advisor,Commonwealth Financial Network Wheaton IL 310 S Hale St,kyle@murphyfingroup.com,,Salesforce
10779953,Inactive Investor,Luann Losito,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Utica NY 102 Business Park Dr",luann_losito@ml.com,,Salesforce
10769280,Inactive Investor,Robert Ward,,"Parkland Securities, LLC Grand Rapids MN 21 NW 2nd St",,,Salesforce
11137423,Inactive Investor,Robert Williams,Senior Vice President - Wealth Management,UBS Financial Services Inc. Manchester NH 1155 Elm St,robert.m.williams@ubs.com,,Salesforce
10990213,Inactive Investor,Jana Fong,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,jana.s.fong.qx7g@statefarm.com,,Salesforce
10757324,Inactive Investor,Ricardo Alonso,Financial Advisor;First Vice President;Investment Officer;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",rick.alonso@wellsfargoadvisors.com,,Salesforce
10656999,,Andy Erler,,,andy.erler@countryfinancial.com,,List Import
11152492,Inactive Investor,John Neighbours,,"Osaic Wealth, Inc.",,,Salesforce
11040697,Inactive Investor,Jeffery Schaff,Principal;Vice President,Ardor Investment Management Consulting,,,Salesforce
10778799,Inactive Investor,Leonard Metzl,,Cetera Financial Specialists LLC Elmhurst IL 110 N York St,leonard.metzl@ceterafs.com,,Salesforce
52621,,Thomas Herrick,"Board Manager; Chief Investment Officer, Managing Director (cspf)",Cary Street Partners Asset Management,therrick@luxonglobal.com,804-340-8100,Manual List Upload
11126910,Inactive Investor,Robert Laney,,"Allstate Financial Services, LLC Novi MI 43343 Grand River Ave",rlaney@allstate.com,,Salesforce
10895687,Inactive Investor,Zaheer Edoo,Chief Compliance Officer;Chief Executive Officer;Member,Cardinal Advisers LLC,zedoo@cadfl.com,,Salesforce
11174729,Inactive Investor,Mitchell Bailey,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10905179,Inactive Investor,John Loehnert,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11079987,Inactive Investor,Ben Mccormack,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
237875,, -,,[[Unknown]],veronicamihai@protonmail.com,,
11024676,Inactive Investor,Gerard Binder,Assistant Vice President - Private Client Group;Financial Advisor,Janney Montgomery Scott LLC Wyncote PA 8101 Washington Ln,gbinder@jmsonline.com,,Salesforce
11084632,Inactive Investor,Joseph Janet,,State Farm VP Management Corp. North Las Vegas NV 5514 Camino Al Norte,joe.janet.l4u1@statefarm.com,,Salesforce
10929561,Inactive Investor,Dennis Bailey,,Cetera Investment Services LLC Mount Pleasant SC 847 Coleman Blvd,,,Salesforce
10619254,,James Alexander,,,james@edgefa.com,,List Import
10842268,Inactive Investor,Elliot Forsyth,,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",elliot.forsyth@wellsfargoadvisors.com,,Salesforce
11046649,Inactive Investor,Aaron Vanhorenbeck,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",aaron.vanhorenbeck@jwcemail.com,,Salesforce
10486536,,Deborah Petruzzelli,Portfolio Manager,Barrow Hanley Global Investors,dpetruzzelli@barrowhanley.com,,List Import
9625030,,Daniel Kon,,,daniel.kon@live.com,,List import
10510487,,Julie Bonomo,,Bonomo Advisors,julie@n6pug.com,,List Import
10753713,Inactive Investor,Michael Hebert,Chief Operating Officer;Investment Advisor;President,First National Advisors LLC,mike@fncadvisor.com,,Salesforce
10978294,Inactive Investor,Amber Whitford,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Rapid City SD 701 Saint Joseph St",amber.whitford@usbank.com,,Salesforce
248377,,Brizet Dayanna Carhuas Gamarra,Student,UNMSM,brizet.carhuas@unmsm.edu.pe,,Manual List Upload
10813590,Inactive Investor,John Schwind,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",john.w.schwind@nm.com,,Salesforce
10847013,Inactive Investor,Tyron Williams,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,tyron.williams@primerica.com,,Salesforce
9615765,,Jake Rapaport,,,jake.rapaport@nasdaq.com,,List import
9622830,,Sam Emms,,,sam-emms@outlook.com,,List import
10834941,Inactive Investor,Steven Girard,Chief Executive Officer;Principal,"Northstar Financial Companies, Inc.",steve@nstarfinco.com,,Salesforce
11068051,Inactive Investor,Mason Rodill,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",mason.rodill@wellsfargo.com,,Salesforce
11176184,Inactive Investor,Anthony Harris,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,harrisan@ceteranetworks.com,,Salesforce
10839939,Inactive Investor,Brant Shrimplin,Managing Director;Managing Member;Regulatory Contact,"626 Financial, LLC",bshrimplin@626financial.com,,Salesforce
9593389,,Evgeniy Sizov,,,buscatio@gmail.com,,List import
199228,,Calvin Shen,,Hex Trust,calvin.shen@hextrust.com,(000) 000-0000,Other
10974896,Inactive Investor,Chase Grundy,Senior Financial Planner,Facet Fort Collins CO Private Residence,chase.grundy@facet.com,,Salesforce
10921933,Inactive Investor,David Peterson,Financial Professional,"Equitable Advisors, LLC Akron OH 3057 W Market St",,,Salesforce
11026085,Inactive Investor,Nicole Long,,"Allegheny Investments, Ltd.",nlong@alleghenyfinancial.com,,Salesforce
10613232,,Justin Alexander,Financial Advisor,,justin_alexander@ml.com,,List Import
10754384,Inactive Investor,Jonathan Monson,Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,jonathan.monson@ubs.com,,Salesforce
11196248,Inactive Investor,Donna Kendrick,,Cetera Financial Specialists LLC Glenside PA 8200 Flourtown Ave,,,Salesforce
372095,,Steve Hogan,,United States,steve.hogan@usprecovery.com,,Google Natural Search
10828460,Inactive Investor,Jing Chien,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",jing.x.chien@ampf.com,,Salesforce
248905,,Fatima Alam,Principal Product Strategist,UKG,alam.fatima@gmail.com,,Manual List Upload
10865115,Inactive Investor,Mark Byrd,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10963138,Inactive Investor,Matthew Neve,Chief Compliance Officer;Founder;Owner;President,Maximus Wealth Advisors,,,Salesforce
11130343,Inactive Investor,Melissa De Brino,Wealth Management Associate,Morgan Stanley Fairfield CT 1229 Post Rd,melissa.debrino@morganstanley.com,,Salesforce
11112666,Inactive Investor,Nelson Menjivar,,PFS Investments Inc. Palmdale CA 1605 E Palmdale Blvd,nelson.menjivar@primerica.com,,Salesforce
11221970,,Michael Nobile,,,mnobile@crescentsterling.com,,List Import
9555643,,Jeff Gregory,,,jgregory@rqsi.com,,List import
11070928,Inactive Investor,Ginny Colarusso,Chief Compliance Officer,"Jeffrey Matthews Wealth Management, LLC",,,Salesforce
10765888,Inactive Investor,Philip Farese,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",philip.farese@wellsfargoadvisors.com,,Salesforce
11003507,Inactive Investor,Haley Owens,,"CUSO Financial Services, L.P. Winston Salem NC 3200 Truliant Way",,,Salesforce
11004292,Inactive Investor,Todd Myers,,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,toddcmyers@primerica.com,,Salesforce
10858849,Inactive Investor,Alan Turner,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",alanturner@financialguide.com,,Salesforce
11169824,Inactive Investor,Melissa Schachner,,"Raymond James Financial Services, Inc. Hinsdale IL 32 E 1st St",melissa.schachner@raymondjames.com,,Salesforce
10796056,Inactive Investor,John Cavaliere,Financial Advisor,LPL Financial LLC Elizabeth CO Private Residence,john.cavaliere@lpl.com,,Salesforce
10662113,,Kipp Cormier,,,kipp.cormier@envestnet.com,,List Import
9599011,,Jonathan Cohen,,,jcohen@ticc.com,,List import
9618857,,Tammy Miller,,,tmiller@eightbridges.com,,List import
11152796,Inactive Investor,Cole Robertson,,"Farmers Financial Solutions, LLC Junction City KS 602 N Jefferson St",crobertson@farmersagent.com,,Salesforce
11061467,Inactive Investor,James Exley,Chief Compliance Officer;Manager,Wealth Science Advisors LLC,jim.exley@wealthscienceatlanta.com,,Salesforce
10757931,Inactive Investor,Victoria Oliveira,Registered Associate,Morgan Stanley New York NY 1585 Broadway,victoria.oliveira@morganstanleypwm.com,,Salesforce
10783101,Inactive Investor,Robert Wright,,Cetera Advisors LLC,robert.wright@ceteraadvisors.com,,Salesforce
10946248,Inactive Investor,Gregory Harm,,"Wells Fargo Clearing Services, LLC Ambler PA 1977 Norristown Rd",,,Salesforce
11148625,Inactive Investor,Gary Cecchett,Financial Advisor;Vice President,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,gary.cecchett@morganstanley.com,,Salesforce
10930971,Inactive Investor,Joseph Rich,,"Wells Fargo Clearing Services, LLC",joseph.rich@wellsfargoadvisors.com,,Salesforce
10839137,Inactive Investor,Christopher Wang,Director - Research;Managing Partner;Senior Vice President,Runnymede Capital Management Inc Morristown NJ 10 Wilrich Glenn Rd,cwang@runnymede.com,,Salesforce
11049969,Inactive Investor,Ladislaus Trojacek,,"Farmers Financial Solutions, LLC Schulenburg TX 501 Summit St",ltrojacek@farmersagent.com,,Salesforce
11181844,Inactive Investor,Glory Toups,Financial Professional,"MML Investors Services, LLC Gretna LA 407 Huey P Long Ave",gtoups@financialguide.com,,Salesforce
10839596,Inactive Investor,Patricia Stout,Financial Advisor,Edward Jones Saint Peters MO 1242 Jungermann Rd,patricia.stout@edwardjones.com,,Salesforce
10892785,Inactive Investor,Jeannine Tran,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
10985087,Inactive Investor,Tsz Yeung,,HSBC Securities (USA) Inc. Arcadia CA 1107 S Baldwin Ave,,,Salesforce
10761225,Inactive Investor,James Squillante,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Orlando FL 201 E Pine St,james.squillante@morganstanley.com,,Salesforce
11144102,Inactive Investor,Robert Friedman,Financial Advisor,Edward Jones Pompano Beach FL 1821 NE 24th St,robert.friedman@edwardjones.com,,Salesforce
10619986,,Adam Liebman,,,adamliebman@yahoo.com,,List Import
10850975,Inactive Investor,Kyle Presson,Financial Advisor,LPL Financial LLC Williston VT 380 Hurricane Ln,kyle.presson@lpl.com,,Salesforce
10964863,Inactive Investor,Michael Culhane,Financial Advisor,The Huntington Investment Company Beaver PA 671 3rd St,michael.culhane@huntington.com,,Salesforce
352364,,Kristian Bagger,Managing Director,Moelis Capital Partners Llc,kristian.bagger@moelis.com,917-719-5700,Manual List Upload
9548840,,Renee Sheivachman,,,reneesheiv@gmail.com,,List import
125,,,,,y-704-1002776@seed.250ok.net,,
9645282,,Gregg Solomon,,,gmsolomon5@aol.com,,List import
11199261,Inactive Investor,Simons Chase,Chief Investment Officer;Owner,SC Capital Management LLC Hallandale FL Private Residence,,,Salesforce
343547,,Clayton Milburn,Vice President,Thompson Street Capital Manager Llc,cmilburn@tscp.com,314-727-2112,Manual List Upload
10917265,Inactive Investor,Bryan Tayona,,LPL Financial LLC Wailuku HI 127 Central Ave,bryan.tayona@lpl.com,,Salesforce
10978299,Inactive Investor,Lisa Nelson,Senior Vice President,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,lisa.nelson@td.com,,Salesforce
10923792,Inactive Investor,Chelsea Carlton,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10644725,,Thomas Coverick,,,thomas_coverick@keybank.com,,List Import
10980872,Inactive Investor,Jason Hudgens,Private Client Advisor,J.P. Morgan Securities LLC Minnetonka MN 4799 County Road 101,jason.hudgens@jpmorgan.com,,Salesforce
10871700,Inactive Investor,Lance Barbre,Financial Consultant,"Osaic Wealth, Inc. Carmi IL 207 E Main St",,,Salesforce
10943975,Inactive Investor,Earl Borders,,"Investments For You, Inc.",,,Salesforce
332965,,Steve Reeves,,Approach Capital Partners,steve@approachcp.com,,
219823,,Bertrand Darnault,,[Unknown],bdarnault@gmail.com,,Direct
11063066,Inactive Investor,Nicholas Yrizarry,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Align Wealth Advisors,nick@alignwealthadvisors.com,,Salesforce
10925480,Inactive Investor,Christopher Auclair,Financial Advisor,Edward Jones Savannah GA 315 Commercial Dr,chris.auclair@edwardjones.com,,Salesforce
228841,, -,,[[Unknown]],jjkeri@gmail.com,,
10777944,Inactive Investor,Stephen Bernstein,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,stephen.bernstein@morganstanley.com,,Salesforce
227762,, -,,[[Unknown]],casual72@gmail.com,,Paid Search
10611812,,Thomas O'Shea,Financial Advisor,,tomoshea@claddaghllc.com,,List Import
9608808,,Pual Junes,,,doramon42@hotmail.com,,List import
11026845,Inactive Investor,Ric Ochman,,J.P. Morgan Securities LLC,ric.ochman@jpmorgan.com,,Salesforce
7403334,,MD mister Electrician,,,mdmistermister1990@gmail.com,,Web Form Fillout
248342,,Dianjina Moreno Cordova,Economista,UNMSM,dianjina.moreno@unmsm.edu.pe,,Manual List Upload
11050545,Inactive Investor,Viviana Hernandez,,"MML Investors Services, LLC El Paso TX 701 Post Oak Ct",,,Salesforce
11259997,Inactive Investor,Anne Edwards,,D.A. Davidson & Co. New York NY 757 3rd Ave,,,Salesforce
10659884,,Rene Galvan,,,rgalvan@williamblair.com,,List Import
11185320,Inactive Investor,Craig Jeffrey,,"Wells Fargo Clearing Services, LLC Wallingford CT 872 N Colony Rd",craig.jeffrey@wellsfargoadvisors.com,,Salesforce
10844100,Inactive Investor,Patrick Suprise,Financial Advisor,LPL Financial LLC Appleton WI 15 Park Pl,patrick.suprise@lpl.com,,Salesforce
11155367,Inactive Investor,Vika Schuhart,,"Raymond James & Associates, Inc.",vika.schuhart@raymondjames.com,,Salesforce
11155399,Inactive Investor,Coleman Wurzer,Financial Advisor;Insurance Planning Director,Morgan Stanley Fargo ND 2000 44th St S,cole.wurzer@morganstanley.com,,Salesforce
11085504,Inactive Investor,Carol Matracea,,Stephens Memphis TN 6075 Poplar Ave,crichardson@stephens.com,,Salesforce
10985860,Inactive Investor,Edson Nieto Ramirez,,PFS Investments Inc. Ontario CA 1801 Excise Ave,enietoramirez@primerica.com,,Salesforce
10838089,Inactive Investor,Paul Towner,Advisor;Managing Director,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,jtowner@rockco.com,,Salesforce
11191224,Inactive Investor,Natalie Shirley,Chief Compliance Officer,"West Wealth Group, LLC",natalie@westwealthgroup.com,,Salesforce
10949071,Inactive Investor,Gregory Starkey,,"Charles Schwab & Co., Inc. Carlsbad CA Private Residence",greg.starkey@schwab.com,,Salesforce
11220277,,Guido Berardi,,,guido.b.berardi@ccoinvest.com,,Other
9544743,,Aaron Shroyer,,,aaron.shroyer@jw-cole.com,,List import
11009620,Inactive Investor,Mario Brown,,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",,,Salesforce
10789757,Inactive Investor,Richard Arnitz,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
10940837,Inactive Investor,Curt Galitz,Financial Advisor,Edward Jones Riverton WY 1900 W Sunset Drive C,curt.galitz@edwardjones.com,,Salesforce
11080131,Inactive Investor,Kimberly Pritts,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,kimberly.pritts@fmr.com,,Salesforce
10950957,Inactive Investor,Michael Yoken,,Park Avenue Securities LLC Middleton MA 35 Village Rd,,,Salesforce
10784781,Inactive Investor,Elizabeth De Montigny,,Goldman Sachs & Co. Boston MA 125 High St,elizabeth.demontigny@gs.com,,Salesforce
11085040,Inactive Investor,Henry Danzig,Financial Advisor;Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,henry.j.danzig@morganstanley.com,,Salesforce
222362,,Adam Matty,,[Unknown],adam_matty@yahoo.com,,
11183191,Inactive Investor,James Byers,Partner;Wealth Manager,Merit Financial Advisors Atlanta GA 7000 Central Pkwy,,,Salesforce
11165929,Inactive Investor,Joshua Falatovich,,"Osaic Wealth, Inc. Lake Worth FL 1111 Hypoluxo Rd",,,Salesforce
10951403,Inactive Investor,Mauricio Alves,,Bradesco Investments Inc.,,,Salesforce
11050772,Inactive Investor,Beth Trueman,Senior Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",beth.trueman@wellsfargoadvisors.com,,Salesforce
10753884,Inactive Investor,Nicholas Pizii,First Vice President,"Wells Fargo Advisors Financial Network, LLC Paradise Valley AZ 8501 N Scottsdale Rd",nick.pizii@wellsfargoadvisors.com,,Salesforce
350570,,Debbie Holmes,Business Analyst,Ehlers,dholmes@ehlers-inc.com,800-717-9742,Manual List Upload
10991922,Inactive Investor,Christian Lehrmann,,"American Fidelity Securities, Inc.",christian.lehrmann@americanfidelity.com,,Salesforce
10856655,Inactive Investor,David Brady,Chief Investment Officer;President,Brady Investment Counsel LLC Chicago IL 1844 N Cleveland Ave,,,Salesforce
11116586,Inactive Investor,Weifeng Zhi,,Goldman Sachs & Co.,,,Salesforce
10778156,Inactive Investor,David Mann,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
380,,,,,mholts3435@volny.cz,,
9552918,,Abhay Kamble,,,abhayak@gmail.com,,List import
11033278,Inactive Investor,Kasey Coon,,"FBL Marketing Services, LLC Albuquerque NM 4343 Pan American Fwy NE",kasey.coon@fblfinancial.com,,Salesforce
9625866,,Adam Oppenheimer,,,adamoppe@gmail.com,,List import
11190815,Inactive Investor,Matthew Cruz,,J.P. Morgan Securities LLC Morrisville PA 940 Vansant Dr,matthew.cruz@jpmorgan.com,,Salesforce
11098417,Inactive Investor,Oswaldo Hernandez,,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
11170052,Inactive Investor,Derek Lamaide,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,derek.lamaide@chase.com,,Salesforce
220587,,Hannah Willson,,[Unknown],hannah.elizabeth.adams@gmail.com,,Direct
10856608,Inactive Investor,Jessica Rauscher,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",jessica.l.modic@nm.com,,Salesforce
9637250,,Dennis Reimer,,,dennis.reimer@mutualofamerica.com,,List import
10991021,Inactive Investor,Makendy Genelien,,PFS Investments Inc. Pompano Beach FL 2300 W Sample Rd,mgenelien@primerica.com,,Salesforce
11000468,Inactive Investor,Dennis Kronenwetter,,LPL Financial LLC,dennis.kronenwetter@lpl.com,,Salesforce
9540758,,Charles Winkler,,Hudson Bay,cwinkler@hudsonbaycapital.com,,Initial Salesforce Import
10840894,Inactive Investor,Peter Helland,Financial Advisor,"Ameriprise Financial Services, LLC Pine Island MN 104 S Main St",,,Salesforce
10846604,Inactive Investor,Anthony Filberto,Chief Investment Officer,"Candace Shira Associates, LLC",jfilberto@candaceshira.com,,Salesforce
11136438,Inactive Investor,Justin Allen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",justin.allen@schwab.com,,Salesforce
11051865,Inactive Investor,Arati Godbole,Member,"Opulent Strategies, LLC",,,Salesforce
9600183,,Jack Fritts,,,jack@jackfritts.com,,List import
10958529,Inactive Investor,Jack Molitor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Elmhurst IL 205 N Addison Ave",jack.molitor@ml.com,,Salesforce
11034979,Inactive Investor,Christopher Smith,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,christopher.smith4@fmr.com,,Salesforce
10935840,Inactive Investor,Brian Lehner,,"The Strategic Financial Alliance, Inc. Perrysburg OH 900 E Boundary St",blehner@thesfa.net,,Salesforce
10600916,,Imam Hidayat,,,pendopoprovit.my.id@gmail.com,,Web Form Fillout
10932569,Inactive Investor,Lana Hurley,Project Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9595784,,Michael Mink,,,mmink@meritasadvisors.com,,List import
10727322,,Bongani Ngwenya,,,bmngwwenya@gmail.com,,Web Form Fillout
6971249,,Aditya Jha,,,siterank4@gmail.com,,Web Form Fillout
11219422,,Martha Fox,,,mfox@iridian.com,,Other
11238706,Inactive Investor,Cameron Adamiyatt,,Bluerock,cadamiyatt@bluerock.com,,Salesforce
11047494,Inactive Investor,Eric Hansen,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,eric.hansen@fidelity.com,,Salesforce
205921,,Michael Caplovitz,,[Unknown],mcap@flash.net,,Content
11095716,Inactive Investor,Charles Johnson,Chief Investment Officer;Managing Member;Managing Partner;Regulatory Contact,"Southern Capital Advisors, LLC Jackson TN 3801 Hwy 45 N",lee@southernadvisor.com,,Salesforce
10988773,Inactive Investor,Daniel Medina,,LPL Financial LLC Thousand Oaks CA 200 N Westlake Blvd,d.medina@lpl.com,,Salesforce
10987932,Inactive Investor,Yvonne Grant Appleton,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,ygrant-appleton@primerica.com,,Salesforce
11133282,Inactive Investor,Julian Natelli,Financial Professional Associate,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,julian.natelli@opco.com,,Salesforce
11170828,Inactive Investor,Cameron Litwiller,,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",cameron.l.litwiller@nm.com,,Salesforce
11111272,Inactive Investor,Daniel Rickelman,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",dan.rickelman@schwab.com,,Salesforce
11103182,Inactive Investor,Joseph Novian,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",joseph.novian@ml.com,,Salesforce
2498,,Austin Stephen,Managing Director,Tremblant Capital Group,astephen@tremblantcapital.com,1-212-735-7432,Initial Salesforce Import
11144861,Inactive Investor,Todd Bloom,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",todd.j.bloom@ampf.com,,Salesforce
9571553,,Chris -,,,chris@leer-financial.com,,List import
10829688,Inactive Investor,Nikita Malliarakis,Financial Advisor;First Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,nikita.malliarakis@morganstanley.com,,Salesforce
11154957,Inactive Investor,Zachary Kim,,Citigroup Global Markets Inc.,,,Salesforce
10919422,Inactive Investor,Brian Behrens,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",brian.behrens@prudential.com,,Salesforce
9623709,,Daniel Napoles,,,dnapoles100@yahoo.com,,List import
235272,, -,,[[Unknown]],leon5168@gmail.com,,
372811,,Alex Reiss,,[Unknown],areiss08@gmail.com,,source
10813906,Inactive Investor,Richard Shane,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,richard.b.shane@jpmorgan.com,,Salesforce
11180977,Inactive Investor,Stephen Taylor,Financial Advisor;Vice President - Investments,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",stephentaylor@synovus.com,,Salesforce
10755293,Inactive Investor,Scott Royley,Financial Advisor,"Wells Fargo Clearing Services, LLC Providence RI 1 Citizens Plz",scott.royley@wellsfargoadvisors.com,,Salesforce
10943240,Inactive Investor,Julie Wurst,Chief Compliance Officer;Investment Advisor;Manager;Member,"Julie A. Wurst, CFP, LLC",,,Salesforce
10659373,,Allen Capp,,,acapp@farmersagent.com,,List Import
240751,,Yebio Michael,,[Unknown],mike@snappykraken.com,,Event
11073502,Inactive Investor,Toireasa Moran,,"Cambridge Investment Research, Inc. Chicago IL 736 N Hudson Ave",treasa.moran@morganstanley.com,,Salesforce
10510455,,Mary Avella,Managing Member,"Avella Private Wealth, LLC",maryavella@avellaprivatewealth.com,,List Import
11174718,Inactive Investor,Jessie Bishop,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10802149,Inactive Investor,Anmarie Rizzo,Financial Advisor;Second Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,anmarie.n.rizzo@morganstanley.com,,Salesforce
10787863,Inactive Investor,Kevin Bailey,,NYLIFE Securities LLC Santa Barbara CA Private Residence,klbailey@ft.newyorklife.com,,Salesforce
10888437,Inactive Investor,Shane Charlesworth,,"Allstate Financial Services, LLC Clearfield UT 2179 W 1800 N",shanecharlesworth@allstate.com,,Salesforce
9602114,,Neal Genge,,,campgboss@gmail.com,,List import
9556134,,Nodar BAGHISHVILI,,,nodar.baghishvili@degustate.com,,List import
11176686,Inactive Investor,Cort Haber,Executive Managing Director,New Republic Partners Atlanta GA 3400 Peachtree Rd NE,cort.haber@newrepublicpartners.com,,Salesforce
11229550,Inactive Investor,Tyler Scritchfield,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",tyler.scritchfield@nm.com,,Salesforce
61836,,Anshul Sharma,Co-Founder & Chief Technology Officer,Optamo,anshul@optamo-llc.com,(610) 849-5032,
10797818,Inactive Investor,Lindsay Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",lindsay.a.johnson@ml.com,,Salesforce
11059815,Inactive Investor,Jessica Lee,Partner;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,,,Salesforce
10859922,Inactive Investor,Phillip Doherty,,"MML Investors Services, LLC Jupiter FL Private Residence",phillipdoherty@financialguide.com,,Salesforce
11123630,Inactive Investor,James Oertling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1400 American Blvd",james.m.oertling@ml.com,,Salesforce
11136110,Inactive Investor,Stephen Tapp,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10657519,,Sean Quirk,,,sean.quirk@countryfinancial.com,,List Import
10987827,Inactive Investor,Litonya Salmon,,PFS Investments Inc. Beachwood OH 26949 Chagrin Blvd,lsalmon@primerica.com,,Salesforce
9557827,,William Nixon,,,bill.nixon@voya.com,,List import
181717,,William Watts,,[Unknown],willywatts@gmail.com,,
9633348,,David Martinez,,,mtzghost18769@gmail.com,,List import
11197479,Inactive Investor,Alfred Englander,,Standard Chartered Securities North America LLC,,,Salesforce
10914288,Inactive Investor,Randal Wiss,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11089975,Inactive Investor,Heidi Mulling,Chief Financial Officer;Chief Investment Officer;Owner,"Stonewall Asset Mgmt., Inc.",heidi.mulling@stonewallasset.com,,Salesforce
9623682,,Peter Barnidge,,,peterbarnidge@gmail.com,,List import
10756754,Inactive Investor,Kristopher Nintzel-O'Hare,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",kristopher.ohare@ml.com,,Salesforce
63304,,Aaron Ramirez,Financial Advisor,"Voya Financial Advisors, Inc.",aaron.ramirez@voyafa.com,956-380-6475,
10760132,Inactive Investor,Robert Cabeceiras,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc.",robert.cabeceiras@schwab.com,,Salesforce
9633696,,Zincom Zinberg,,,judd@zincom.la,,List import
10863983,Inactive Investor,Guy Walker,,NYLIFE Securities LLC Santa Ynez CA 3681 Sagunto St,gwalker@ft.newyorklife.com,,Salesforce
9580985,,Eric Piesnikowski,,,eric.piesnikowski@fidelity.com,,List import
10900866,Inactive Investor,Andrew Evola,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10963535,Inactive Investor,Li Dong,,"Pruco Securities, LLC. Pleasanton CA 4695 Chabot Dr",li.ma@tfaconnect.com,,Salesforce
11079251,Inactive Investor,David Burroughs,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
9603404,,Tahsin MUTLU,,,tahsinmutlu@windowslive.com,,List import
341977,,Rowan Taylor,"Limited Partner Of Liberty Hall Capital Partners, L.p.","Liberty Hall Capital Partners, L.p.",rtaylor@libertyhallcapital.com,646-779-0442,Manual List Upload
10485023,,Chad Bailey,President,Guidestone Advisors,chad.bailey@guidestone.org,,List import
11158445,Inactive Investor,Allison Rebich,,"Stifel Independent Advisors, LLC Edinboro PA 220 W Plum St",rebicha@stifelindependence.com,,Salesforce
10853612,Inactive Investor,Jason Wilderson,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",jason.wilderson@nm.com,,Salesforce
11055144,Inactive Investor,Brannigan Judge,Chief Compliance Officer;Co-Owner;Financial Planner;Owner,Decisional Wealth Advisors LLC,brannigan@dwa-llc.com,,Salesforce
11114345,Inactive Investor,Vernon Buchman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",vernon_buchman@ml.com,,Salesforce
10933882,Inactive Investor,Chelsea Mcgraw,Associate Financial Advisor,"Ameriprise Financial Services, LLC West Linn OR 1660 Willamette Falls Dr",chelsea.mcgraw@ampf.com,,Salesforce
9568712,,John Burnham,,,jburnham@nationalsecurities.com,,List import
10798521,Inactive Investor,Patricia Washabaugh,,"Wells Fargo Clearing Services, LLC Winston-Salem NC 100 N Main St",patricia.washabaugh@wellsfargoadvisors.com,,Salesforce
10986441,Inactive Investor,Elisha Rodriguez,,"Osaic Wealth, Inc.",,,Salesforce
9561083,,Alan Niesciur,,,alniesciur@gmail.com,,List import
398,,,,,kendra2cox50@aol.com,,
9646465,,Sengguruh Nilowardono,,,sengguruh@gmail.com,,List import
9554913,,Sudhir Warrier,,,ssw@reninv.com,,
10927949,Inactive Investor,Ronald Riggan,,"Osaic Wealth, Inc. Santa Rosa CA 1058 Wikiup Dr",,,Salesforce
11154934,Inactive Investor,Braydon Atlas,,"PHX Financial, Inc.",batlas@phoenixinc.com,,Salesforce
9581111,,Suhail Rizvi,,,srizvi@rizvitraverse.com,,List import
10583133,,minglin liu,,,liuminglin69@gmail.com,,Web Form Fillout
10938205,Inactive Investor,Daniel Guillen,Chief Compliance Officer;Managing Member;Regulatory Contact,International Private Wealth Advisors LLC,daniel@ipwadvisors.com,,Salesforce
10796975,Inactive Investor,Thomas Kloeckner,Financial Advisor,Edward Jones Oshkosh WI 1020 W 20th Ave,,,Salesforce
9610103,,Joan Tello,,,joan.galindotello@gmail.com,,List import
11045576,Inactive Investor,John High,,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",,,Salesforce
9590774,,Iketut Wiradana,,,gusaryadwipayana1@gmail.com,,List import
11259934,Inactive Investor,Ansuk Cho,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,acho@ft.newyorklife.com,,Salesforce
11228812,Inactive Investor,Rachel Kellmann,Client Associate,D.A. Davidson & Co. Colorado Springs CO 121 S Tejon St,,,Salesforce
10970897,Inactive Investor,Noah Webb,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,,,Salesforce
11050060,Inactive Investor,James Baccarini,Advisor;Owner,"Aggregate Financial Services, Inc.",,,Salesforce
10616444,,Mark Reynolds,,,mark.reynolds@opco.com,,List Import
62548,,David Elrod,,SPC,delrod@sigmarep.com,419-931-8800,
1004512,Inactive Investor,Mark Eshman,,Mark Eshman,mark@clearrockcapital.com,,3rd Party Lead Gen
10973184,Inactive Investor,Tiffany Cram,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11029382,Inactive Investor,Melissa Hernandez,,J.P. Morgan Securities LLC Stockbridge GA 440 Country Club Dr,,,Salesforce
10612333,,Shown Kumar,Financial Advisor,,shown.kumar@prudential.com,,List Import
11234316,Inactive Investor,Christopher Wood,,"Arete Wealth Management, LLC",,,Salesforce
9640089,,Mary Fant Donnan,,,maryd@alleghanyfoundation.org,,List import
10763292,Inactive Investor,Marcus Vergeront,Financial Advisor,Edward Jones Polson MT 103 Whitewater St,marcus.vergeront@edwardjones.com,,Salesforce
10953962,Inactive Investor,Eli Ben Shushan,,Evercore Group L.L.C.,eli.ben-shushan@evercore.com,,Salesforce
11199390,Inactive Investor,Howard Lu,Chief Executive Officer;Portfolio Manager;President,"First Wilshire Securities Management, Inc.",hlu@firstwilshire.com,,Salesforce
11102288,Inactive Investor,Ian McCormick,Assistant Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 9921 Dupont Cir Dr W",ian.mccormick@ml.com,,Salesforce
353126,,Gerald Ghambi,President,GhambiAdvisors,geraldghambi@icloud.com,,Event
10455648,,ML Seena,,,mlsrini@gmail.com,,Web Form Fillout
220343,,Alex Tello,,[Unknown],cj1pilot@yahoo.com,,
11088579,Inactive Investor,John Rial,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",john_rial@ml.com,,Salesforce
10849816,Inactive Investor,Richard Bintliff,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",mike.bintliff@ampf.com,,Salesforce
11129255,Inactive Investor,John Flavin,,"IBN Financial Services, Inc. Ridgefield CT Private Residence",,,Salesforce
63966,,Bernadette Kim,,"Transamerica Financial Advisors, Inc",bernadette.kim@transamerica.com,956-451-4302,
11079613,Inactive Investor,Zachary Howard,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",zach.howard@nm.com,,Salesforce
11127335,Inactive Investor,Stephen Derengowski,,"SCF Securities, Inc.",,,Salesforce
10657220,,Sandra Prince,,,sandi.prince@opco.com,,List Import
11150034,Inactive Investor,Thomas Betzig,,LPL Financial LLC Orange CT 247 Boston Post Rd,thomas.betzig@lpl.com,,Salesforce
10783329,Inactive Investor,Sergio Fuentes,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sergio_fuentes@vanguard.com,,Salesforce
11122972,Inactive Investor,Charles Freemon,,NYLIFE Securities LLC Wood Dale IL Private Residence,cfreemon@ft.newyorklife.com,,Salesforce
11126785,Inactive Investor,Sandra Cho,Founder;President,"Golden State Wealth Management, LLC Encino CA 16130 Ventura Blvd",sandra.cho@goldenstatewm.com,,Salesforce
350795,,Dan Stewart,"President, CIO",Revere Asset,don@revereasset.com,855-732-5932,Manual List Upload
10954937,Inactive Investor,Shaunee Michaud,,Fidelity Brokerage Services LLC,,,Salesforce
10801864,Inactive Investor,Karen Greb,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",karen_greb@ml.com,,Salesforce
350210,,Becky Gillette,Portfolio Manager,"Lynnleigh & Company, Llc",becky@lynnleighco.com,585-623-5970,Manual List Upload
9598896,,Deric Shonuga,,,dshonuga@gmail.com,,List import
10906530,Inactive Investor,Gary Shickora,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",gary.shickora@nm.com,,Salesforce
11176802,Inactive Investor,Dustin Lottman,,"FBL Marketing Services, LLC Lincoln NE 5455 Red Rock Ln",dustin.lottman@fbfs.com,,Salesforce
9634786,,Rajeev Bhaman,,,rbhaman@oppenheimerfunds.com,,List import
29602,,Sean Scruggs,"Lead Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,sean.scruggs@thrivent.com,,
11012879,Inactive Investor,Kevin Gonzalez,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",kevin.gonzalez@tfaconnect.com,,Salesforce
11254254,Inactive Investor,Diego Polar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 150 E Palmetto Park Rd",,,Salesforce
11188657,Inactive Investor,Michael Balsom,Financial Advisor;Vice President,Morgan Stanley Dayton OH 7777 Washington Village Dr,brad.balsom@morganstanley.com,,Salesforce
10644799,,Anthony Montemurro,,,anthony.montemurro@raymondjames.com,,List Import
11077037,Inactive Investor,Maureen Kerr,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,maureen.kerr@jpmorgan.com,,Salesforce
9624064,,tjasa klembs,,,tjasa.klembas@gmail.com,,List import
11007400,Inactive Investor,Chhavi Sharma,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
6197,,James Dedman,,[[Unknown]],james.dedman@cazadoresinvestments.com,,Initial Salesforce Import
10950647,Inactive Investor,Shelley James,,"Osaic Wealth, Inc. Carlsbad CA 1917 Palomar Oaks Way",,,Salesforce
11149979,Inactive Investor,William Howe,,LPL Financial LLC Middleboro MA Private Residence,william.howe@lpl.com,,Salesforce
11156458,Inactive Investor,Zaire Keyes,,J.P. Morgan Securities LLC Kent WA 23630 104th Ave SE,zaire.keyes@jpmorgan.com,,Salesforce
11118005,Inactive Investor,Sara Colton,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",sara.colton@ampf.com,,Salesforce
110607,,SIMON SPUR,,self employed,spur.bitcoin@gmail.com,(386) 418-8715,Organic Search
10812385,Inactive Investor,Lisa Miller,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,lisa.m.miller.c9ou@statefarm.com,,Salesforce
10884441,Inactive Investor,Allen Laya,,Lincoln Investment Lombard IL 500 Waters Edge,alaya@lincolninvestment.com,,Salesforce
10933978,Inactive Investor,Daniel Mullaney,Financial Advisor,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,daniel_mullaney@glic.com,,Salesforce
10657038,,Daniel Jage,,,djage@cambridgeresource.com,,List Import
10991401,Inactive Investor,Joshua Nelms,Regional Director,MWA Financial Services Inc. Tacoma WA 1201 Pacific Ave,joshua.m.nelms@mwarep.org,,Salesforce
11043786,Inactive Investor,Jorge Cordova,Financial Advisor,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
11135199,Inactive Investor,John Toomey,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,john.f.toomey@morganstanley.com,,Salesforce
11170401,Inactive Investor,Jeffrey Stark,Financial Advisor;Registered Principal,LPL Financial LLC Claremont CA 246 N Indian Hill Blvd,jeffrey.k.stark@lpl.com,,Salesforce
11217210,,Mark Flisek,,,mflisek@federatedinv.com,,Other
11187070,Inactive Investor,James Carey,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
373553,,reid Valfer,,[Unknown],reidvalfer@gmail.com,,source
10770408,Inactive Investor,Trenton McGhee,Mutual Fund Trader,LPL Financial LLC,trenton.mcghee@lpl.com,,Salesforce
11078380,Inactive Investor,Eugenio Dearriba,,"Grove Point Investments, LLC Seal Beach CA 610 Pacific Coast Hwy",,,Salesforce
10924641,Inactive Investor,Suzanne Johnson,,"Osaic Wealth, Inc. State College PA 2125 E College Ave",,,Salesforce
11015168,Inactive Investor,Cynthia Aguirre,,"Allstate Financial Services, LLC San Antonio TX 5805 Callaghan Rd",cynthiaaguirre@allstate.com,,Salesforce
10975460,Inactive Investor,Michelle Vetovis,,Fidelity Brokerage Services LLC,,,Salesforce
11208043,Inactive Investor,Sam Deaver,,"DFPG Investments, LLC Orem UT 462 E 800 N",,,Salesforce
11136247,Inactive Investor,Joel Dunham,Financial Advisor,Edward Jones Pensacola FL 2180 Creighton Rd,joel.dunham@edwardjones.com,,Salesforce
372089,,James Larkin,,United States,jamescoin2017@outlook.com,,Salesforce
10807146,Inactive Investor,Patrick Dunston,Financial Advisor,Edward Jones Locust NC 111 Ray Kennedy Dr,patrick.dunston@edwardjones.com,,Salesforce
11070536,Inactive Investor,Adam Vietmeier,,J.P. Morgan Securities LLC Elgin IL 270 S Randall Rd,adam.vietmeier@jpmorgan.com,,Salesforce
11170971,Inactive Investor,Kevin Casper,,Cetera Advisor Networks LLC Marinette WI 2017 Marinette Ave,,,Salesforce
10837443,Inactive Investor,Daniel Livingston,Financial Advisor,LPL Financial LLC Salisbury MD 715 Eastern Shore Dr,daniel.livingston@lpl.com,,Salesforce
10793572,Inactive Investor,Frank Lawrence,,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",dee.lawrence@wfafinet.com,,Salesforce
10824254,Inactive Investor,Robert Warren,,"HighTower Securities, LLC Huntsville AL 200 Clinton Ave W",rwarren@hightoweradvisors.com,,Salesforce
10945576,Inactive Investor,Asmah Dar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9576285,,Charles Topley,,,charles.topley@pnc.com,,List import
10832128,Inactive Investor,John Gadonniex,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",john_gadonniex@ml.com,,Salesforce
9569574,,Job Ward,,,job.ward@huntington.com,,List import
11085259,Inactive Investor,Jonathan Tran,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",jonathan.tran@tfaconnect.com,,Salesforce
11178088,Inactive Investor,Matthew Short,,"Transamerica Financial Advisors, Inc Saint Louis MO 1034 S Brentwood Blvd",matthew.short@tfaconnect.com,,Salesforce
11108728,Inactive Investor,David Hojlo,,LPL Financial LLC Needham Heights MA 687 Highland Ave,dave.hojlo@lpl.com,,Salesforce
10962866,Inactive Investor,Diane Diprinzio,,"Haverford Trust Securities, Inc.",,,Salesforce
9568964,,Anthony Gagliano,,,gagliaaj@gmail.com,,List import
10990146,Inactive Investor,Dorian Harris,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",,,Salesforce
10776463,Inactive Investor,Joseph Patton,Chief Executive Officer;Founder,"J.P. Marvel Wealth Management, Inc.",,,Salesforce
10656833,,Nancy Keilman,,,nancy.keilman@edwardjones.com,,List Import
11131166,Inactive Investor,Susan Mullins,Portfolio Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,,,Salesforce
10916325,Inactive Investor,Katherine Conniff,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10835923,Inactive Investor,Grant Mein,Financial Advisor,Edward Jones Kerrville TX 1234 Bandera Hwy,grant.mein@edwardjones.com,,Salesforce
10754323,Inactive Investor,Robert Monte,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Monte Financial Group, LLC",robert.j.monte@montefinancialgroup.com,,Salesforce
10754452,Inactive Investor,Nicholas Nappi,Assistant Vice President;Wealth Management Analyst,Morgan Stanley New York NY 399 Park Ave,nicholas.nappi@morganstanleypwm.com,,Salesforce
121601,,Judy Finch,Investment Management Consultant,Avantax Advisory Services,finchj@hdvest.net,,
11002475,Inactive Investor,Wesley Frady,,SECU Brokerage Services Carrboro NC 100 NC 54,wes.frady@ncsecu.org,,Salesforce
11107582,Inactive Investor,Carl Jones,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,carl.jones@primerica.com,,Salesforce
11097162,Inactive Investor,Paul Bolden,,"Allstate Financial Services, LLC Dallas TX 1111 W Mockingbird Ln",pbolden@allstate.com,,Salesforce
10768125,Inactive Investor,Duane Horne,Financial Advisor,"Pruco Securities, LLC. Houston TX 13831 Northwest Fwy",duane.horne@prudential.com,,Salesforce
9580782,,Rett Anderson,,,rettanderson@mac.com,,List import
10989427,Inactive Investor,Timothy Jones,Financial Advisor,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",tjones@financialguide.com,,Salesforce
10934129,Inactive Investor,James Speights,Partner,"Capital Wealth Management, LLC",jen@capitalwealthllc.com,,Salesforce
202694,,Trent Barnes,,[Unknown],trent@zerocap.io,,
216985,,Michael Jones,,[Unknown],michael@lfs-ky.com,,Event
11035459,Inactive Investor,Robert Boling,Private Client Advisor,J.P. Morgan Securities LLC Lewis Center OH 8681 Columbus Pike,robert.boling@jpmorgan.com,,Salesforce
10840097,Inactive Investor,Parker Lobb,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,parker.lobb@fidelity.com,,Salesforce
11083069,Inactive Investor,Michael Dorn,,"WEA Investment Services, Inc.",mdorn@weabenefits.com,,Salesforce
11003150,Inactive Investor,Jeffrey Wamsley,,"Wells Fargo Clearing Services, LLC Seattle WA 1701 N 45th St",,,Salesforce
9626925,,Monsi Chelemu,,,rchelemu@gmail.com,,List import
10947168,Inactive Investor,Hope Sandusky,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10923256,Inactive Investor,Clinton Brady,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",clint.brady@nm.com,,Salesforce
10654917,,Cheyenne Smith,,,shaechey8899@gmail.com,3188215055,Web Form Fillout
10848559,Inactive Investor,Salvatore Diciaccio,Financial Advisor,LPL Financial LLC Rochester NY 525 University Ave,sal.diciaccio@lpl.com,,Salesforce
10816120,Inactive Investor,Dejan Novakovich,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10982083,Inactive Investor,Ricky Tawil,Associate;Chief Operating Officer;Member;Regulatory Contact,Domani Advisors,ricky@domaniadvisors.com,,Salesforce
10813235,Inactive Investor,Janice Uberecken,Financial Advisor,"Pruco Securities, LLC. Saint Cloud MN 14 7th Ave N",janice.uberecken@prudential.com,,Salesforce
10851571,Inactive Investor,David Jones,Chief Planning Officer;Principal,"Trail Ridge Investment Advisors, LLC",chad.jones@trailridgewm.com,,Salesforce
353384,,Avi Gelboim,Founder & Principal,Scher Capital Management,agelboim@schercapital.com,(212) 332-7182,List Import
10943425,Inactive Investor,Nicholas Hassler,Financial Advisor,"Osaic Wealth, Inc. Brookfield WI 2515 N 124th St",nicholas.hassler@lpl.com,,Salesforce
235889,, -,,[[Unknown]],fundbliz@gmail.com,,Paid Search
10824735,Inactive Investor,John Troutman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaufort SC 700 Bay St",john.troutman@ml.com,,Salesforce
11123913,Inactive Investor,Kent Hinders,Regional Vice President,"Principal Securities, Inc.",hinders.kent@principal.com,,Salesforce
10927000,Inactive Investor,Alek Christensen,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,alek.christensen@jpmorgan.com,,Salesforce
229571,, -,,[[Unknown]],hyulotus@gmail.com,,Organic Search
2015201,,Ronald Leboreiro,,,leboreiroronald@gmail.com,,
9609874,,Joseph Rutigliano,,,jrutigl@gmail.com,,List import
11030521,Inactive Investor,Bincy Sines,Financial Advisor;Financial Representative,"Principal Securities, Inc. Grand Rapids MI 3196 Kraft Ave SE",teodorescu.bincy@principal.com,,Salesforce
9547175,,W Franklin,,,crusader758@gmail.com,,List import
11183003,Inactive Investor,Gary Medley,,"The Investment Center, Inc. Bonita Springs FL 27499 Riverview Center Blvd",gmedley@investmentctr.com,,Salesforce
10871841,Inactive Investor,Matthew Denny,,"Avantax Investment Services, Inc. Valencia CA 23929 Valencia Blvd",,,Salesforce
10657784,,Frank Kalinoski,,,frank.kalinoski@countryfinancial.com,,List Import
10886370,Inactive Investor,Jesse Sailer,Financial Advisor;Senior Vice President,Morgan Stanley Bismarck ND 4207 Boulder Ridge Rd,jesse.sailer@morganstanley.com,,Salesforce
10904100,Inactive Investor,Lisa Gemaehlich,Financial Advisor,Edward Jones Johnstown CO 4450 Union St,lisa.gemaehlich@edwardjones.com,,Salesforce
11044243,Inactive Investor,Patrick Cecil,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",patrick.cecil@ml.com,,Salesforce
9596938,,Ken McGuire,,,kmcguire@sbcglobal.net,,List import
10531872,,Logan Fisher,Principal,Bressler,lfisher@bressler.com,973-660-4472,List Import
10789530,Inactive Investor,Bradley Sottong,,J.P. Morgan Securities LLC Indianapolis IN 702 E 86th St,brad.s.sottong@jpmorgan.com,,Salesforce
11131750,Inactive Investor,Mark Parks,,Cetera Financial Specialists LLC West Palm Beach FL 1615 Forum Pl,,,Salesforce
11176149,Inactive Investor,Bryan Young,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",bryan.young@ml.com,,Salesforce
11027068,Inactive Investor,Brandon Nguyen,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,,,Salesforce
10918747,Inactive Investor,Cotton Sears,Financial Services Advisor,LPL Financial LLC Pullman WA Private Residence,cotton.sears@lpl.com,,Salesforce
11260922,Inactive Investor,Kathryn Tuemmler,,"Cambridge Investment Research, Inc. Walnut Creek CA 1550 Parkside Dr",,,Salesforce
9574213,,Signe Conway,,,signec1@gmail.com,,List import
231266,, -,,[[Unknown]],kramerlou@ymail.com,,Organic Search
10658866,,David Farina,,,dfarina@roth.com,,List Import
10833839,Inactive Investor,Heather Turner,,PNC Investments Sun City AZ 9915 W Bell Rd,heather.turner@pnc.com,,Salesforce
11168304,Inactive Investor,Jawahn Ware,,PFS Investments Inc. Macon GA 3312 Northside Dr,jawahn.ware@primerica.com,,Salesforce
11118719,Inactive Investor,Graham Holt,Client Associate;Client Service Associate,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,graham.holt@ubs.com,,Salesforce
216207,,Mathieu St-Jean,,[[Unknown]],matalexstjean@gmail.com,,Event
10695990,,Aaron Petersen,,Capital Group Private Client Services,arrp@capgroup.com,,List Import
10867331,Inactive Investor,Gallardo Ngojo,,PFS Investments Inc. East Rutherford NJ 1 Madison St,gallardo.ngojo@primerica.com,,Salesforce
11124555,Inactive Investor,George Ridings,,NYLIFE Securities LLC Richmond KY 920 Barnes Mill Rd,gridings@ft.newyorklife.com,,Salesforce
10902463,Inactive Investor,Jack Krug,Training Financial Advisor,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,jack.krug@ubs.com,,Salesforce
11058070,Inactive Investor,Kevin Flavin,,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",,,Salesforce
10852207,Inactive Investor,Mark Triscik,Senior Vice President,"Raymond James & Associates, Inc. Naperville IL 620 N River Rd",mark.triscik@raymondjames.com,,Salesforce
10785468,Inactive Investor,Larry Tarleton,Financial Advisor,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 75 Mathews Dr",larry.tarleton@wellsfargoadvisors.com,,Salesforce
10965178,Inactive Investor,Diony Victorin,,Edward Jones Bellevue WA 989 112th Ave NE,diony.victorin@edwardjones.com,,Salesforce
10998916,Inactive Investor,Cameron Mango,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
10835764,Inactive Investor,Martin Weiss,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,mweiss@allianceg.com,,Salesforce
9613065,,Mathew Spencer,,,mathew.spencer@heitman.com,,List import
11008682,Inactive Investor,Sandra Sanchez,,PFS Investments Inc. Wildomar CA 36330 Hidden Springs Rd,sandra.marmolejo@primerica.com,,Salesforce
10919147,Inactive Investor,Charles Hill,Financial Advisor,Edward Jones Lubbock TX 6400 Quaker Ave,todd.hill@edwardjones.com,,Salesforce
11021300,Inactive Investor,David Ballantyne,,Kovack Securities Inc. Shelby Township MI Private Residence,david.ballantyne@ksifa.com,,Salesforce
10877324,Inactive Investor,Evan Kirkpatrick,Financial Advisor,LPL Financial LLC Davenport IA 2322 E Kimberly Rd,evan.kirkpatrick@lpl.com,,Salesforce
11075196,Inactive Investor,Mark Cotroneo,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",mark.cotroneo@ml.com,,Salesforce
9612964,,Mark Guzauskas,,,mark.guzauskas@allstate.com,,List import
10757021,Inactive Investor,Cassie Malchus Thomson,Senior Client Associate,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",cassie.thomson@wfa.com,,Salesforce
9564182,,Stephen Ambrose,,,stephen.m.ambrose@gmail.com,,List import
339197,,Brian Merrill,Vice President,"Tanglewood Total Wealth Management, Inc.",bmerrill@tanglewoodwealth.com,713-840-8880,Manual List Upload
10911151,Inactive Investor,Estelle Gould,,J.P. Morgan Securities LLC Huntington Beach CA 16917 Algonquin St,bridget.gould@chase.com,,Salesforce
10800563,Inactive Investor,Jonathan Woods,,"Kestra Investment Services, LLC Charleston SC 215 E Bay St",jonathan.woods@kestrafinancial.com,,Salesforce
9576780,,Sam Bezek,,,sbezek@corvexcap.com,,List import
10818426,Inactive Investor,Michael Schwartz,Chief Executive Officer;Wealth Management Advisor,Magnus Financial Group LLC,michael.schwartz@magnusfinancial.com,,Salesforce
11061602,Inactive Investor,Soren Lancaster,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Reno NV 1005 Terminal Way,soren.lancaster@thrivent.com,,Salesforce
238676,,afl5ea@virginia.edu Lynch,,[Unknown],afl5ea@virginia.edu,,
9632443,,Chris Mullaly,,,chrismullaly19@gmail.com,,List import
9546058,,Teresita Fontanilla,,,teresita.fontanilla@transamerica.com,,List import
159523,,Ben Lee,,[Unknown],benedictmichaellee@gmail.com,,Paid Social
10813558,Inactive Investor,David Bashaw,,Commonwealth Financial Network Norton MA Private Residence,dbashaw@commonwealth.com,,Salesforce
10938121,Inactive Investor,Brent Lowe,Chief Compliance Officer;Founder;Member;Principal,Granite Wealth Advisors,,,Salesforce
11210709,Inactive Investor,Jeffrey Carbone,Managing Partner;Partner,Cornerstone Wealth,jcarbone@cwgadvisors.com,,Salesforce
11031685,Inactive Investor,Bradford Spangler,Financial Advisor;Financial Representative,LPL Financial LLC Midlothian VA 5309 Commonwealth Centre Pkwy,bradford.spangler@lpl.com,,Salesforce
11195378,Inactive Investor,Mansel Smith,,"FBL Marketing Services, LLC Oklahoma City OK 800 SW 134th St",mansel.smith@fblfinancial.com,,Salesforce
10979202,Inactive Investor,Shane Oconnor,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",shane.oconnor2@lfg.com,,Salesforce
10821110,Inactive Investor,James Fowkes,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",jim.fowkes@stewardpartners.com,,Salesforce
11236219,Inactive Investor,Jack Holmes,Investment Advisor,Driven Investments LLC Chubbuck ID Private Residence,jack@thedriveninvestments.com,,Salesforce
10934854,Inactive Investor,William Ferren,,"Wells Fargo Clearing Services, LLC Greeley CO 5801 W 11th St",william.ferren@wfadvisors.com,,Salesforce
11085213,Inactive Investor,Jason Kuhnle,Financial Advisor,LPL Financial LLC Sandusky OH 100 E Water St,jason.kuhnle@lpl.com,,Salesforce
10943898,Inactive Investor,Gregory Bertagna,,LPL Financial LLC Eatontown NJ 766 Shrewsbury Ave,greg.bertagna@lpl.com,,Salesforce
10790247,Inactive Investor,Andrew White,,Evercore Group L.L.C.,andrew.white@evercore.com,,Salesforce
10814346,Inactive Investor,Patrick Hutchinson,Chief Compliance Officer;Managing Member;Member,Sector Analysts LLC,patrick@sectoranalysts.com,,Salesforce
11065790,Inactive Investor,Jeffrey Ross,Chief Compliance Officer;Managing Member;Owner,The Planner's Edge LLC,,,Salesforce
232292,,Abram Barragan -,,Abram Barragan [[Unknown]],abarragan1029@yahoo.com,,Direct
10857911,Inactive Investor,Gina Pagan,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",gina.pagan@nm.com,,Salesforce
10644160,,Michael Ianni,,,michael.ianni@nuveen.com,,List Import
11139268,Inactive Investor,Anjani Prabhu,Financial Advisor,"Ameriprise Financial Services, LLC Lowville NY 7518 S State St",anjani.x.prabhu@ampf.com,,Salesforce
10644662,,Janet Holsclaw,,,jholsclaw@rwbaird.com,,List Import
9631798,,Tyler Thurman,,,tylerhthurman99@gmail.com,,List import
11200892,Inactive Investor,Daniel Rickett,,Cetera Advisor Networks LLC Saint Paul MN 85 7th Pl E,,,Salesforce
10837828,Inactive Investor,Caroline Mann,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,caroline.mann@ubs.com,,Salesforce
11137523,Inactive Investor,Jeff Russo,Account Executive;Associate Vice President,Janney Montgomery Scott LLC Montvale NJ 200 Market St,jrusso@janney.com,,Salesforce
10938788,Inactive Investor,William Kan,Chief Compliance Officer;Founder;Managing Member,"Candent Capital, LLC",bill.kan@candentcap.com,,Salesforce
11175645,Inactive Investor,Elizabeth Lambert,Division Leader,PFS Investments Inc. Winthrop Harbor IL 1100 Sheridan Rd,elizabeth.lambert@primerica.com,,Salesforce
10962665,Inactive Investor,Morgan Woughter,,"Wells Fargo Clearing Services, LLC Colorado Springs CO 9649 Prominent Pt",,,Salesforce
10486480,,Daniel Drabinski,,"MML Investors Services, LLC",ddrabinski@financialguide.com,,List Import
11145049,Inactive Investor,Mark McGinn,Complex Manager;Executive Director,Morgan Stanley Colchester VT 105 Westview Rd,mark.mcginn@morganstanley.com,,Salesforce
9621808,,Edward Groden,,,egroden@nettipf.com,,List import
10881066,Inactive Investor,Steven Bodwin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,steven_bodwin@vanguard.com,,Salesforce
10904793,Inactive Investor,Monica Moura,,PFS Investments Inc. Santa Rosa CA 2790 Coleman Glen Ln,monica.moura@primerica.com,,Salesforce
11043918,Inactive Investor,Zachary Johnston,,Morgan Stanley Eugene OR 975 Oak St,zach.johnston@morganstanley.com,,Salesforce
10817219,Inactive Investor,Bryan Orvis,Financial Advisor,Edward Jones Loves Park IL 4059 N Perryville Rd,bryan.orvis@edwardjones.com,,Salesforce
10798862,Inactive Investor,Danielle Ligon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",danielle.l.ligon@ml.com,,Salesforce
11054109,Inactive Investor,Brian Steele,,The Huntington Investment Company Pickerington OH 125 Postage Cir,brian.steele@huntington.com,,Salesforce
10910185,Inactive Investor,Joshua Zahn,,Cetera Advisor Networks LLC Gilbert AZ 313 N Gilbert Rd,,,Salesforce
11030986,Inactive Investor,Jonathan Schultz,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Green Bay WI Private Residence,jonathan.schultz@lpl.com,,Salesforce
10796536,Inactive Investor,Stefan Williams,Chief Compliance Officer;Chief Executive Officer;President,STW Associates,,,Salesforce
11132864,Inactive Investor,Timothy Glennon,,"Grove Point Investments, LLC Batavia IL 230 Douglas Rd",,,Salesforce
349020,,Conor Bastable,Managing Member; Limited Partner,Davidson Kempner Capital Management Lp,cbastable@dkpartners.com,212-446-4000,Manual List Upload
10860122,Inactive Investor,Joleen Yelton,,Commonwealth Financial Network Lynnwood WA 19105 36th Ave W,jyelton@commonwealth.com,,Salesforce
9546154,,Boyd Pederson,,,boyd.pederson@transamerica.com,,List import
10852671,Inactive Investor,John Sias,,LPL Financial LLC Bartlett IL 137 S Oak Ave,john.sias@lpl.com,,Salesforce
9648298,,Inako N'dine,,,cherifdine72@gmail.com,,List import
11045363,Inactive Investor,Doreen Inserra,,"Avantax Investment Services, Inc. Staten Island NY Private Residence",,,Salesforce
10821074,Inactive Investor,Andrew Burke,Client Service Manager,"Capitol Securities Management, Inc. Reston VA 12100 Sunset Hills Rd",aburke@capitolsecurities.com,,Salesforce
10887639,Inactive Investor,David Lin,Head - Investment Research;Managing Director;Member,"Altair Advisers, LLC",dlin@altairadvisers.com,,Salesforce
10486787,,Trishana Dailey,Financial Advisor,Edward Jones,dionne.dailey@edwardjones.com,,List Import
10762477,Inactive Investor,Nancy Young,,UBS Financial Services Inc. Seattle WA 925 4th Ave,nancy.young@ubs.com,,Salesforce
244075,,Richard Gilbertson,Wealth Management Service Associate,Frye Financial Center,rich@fryefinancial.com,13059313200,Manual List Upload
11014822,Inactive Investor,Joshua Blumensteel,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
11085885,Inactive Investor,Benjamin Fabrizi,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",benjamin.fabrizi@ml.com,,Salesforce
11193547,Inactive Investor,Mark Monbeck,Financial Consultant,"Wells Fargo Clearing Services, LLC Dayton OH 540 Lincoln Park Blvd",mark.monbeck@wellsfargoadvisors.com,,Salesforce
230320,, -,,[[Unknown]],2avastuniverse@gmail.com,,
9642427,,lars schlichting,,,lschlichting@bitmax.ch,,List import
10977741,Inactive Investor,Paras Kumar,,"Wells Fargo Clearing Services, LLC Saint Paul MN 1827 Grand Ave",,,Salesforce
9596081,,Glenn Michael,,,glenn@thecaprockgroup.com,,List import
10933288,Inactive Investor,Janine Cutler,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,janine.cutler@primerica.com,,Salesforce
11222076,,Rayman Bovell,,,rayman.bovell@us.hsbc.com,,List Import
10840905,Inactive Investor,Tara Findlay,Client Relationship Manager;Vice President,"First Horizon Advisors, Inc. Johnson City TN 2112 N Roan St",tlbyrne@firsthorizon.com,,Salesforce
10812768,Inactive Investor,Jonathan Smith,Division Leader,PFS Investments Inc. Knoxville TN 112 Glenleigh Ct,jonathan.smith@primerica.com,,Salesforce
9549127,,Kunal Karki,,,kkarki@eminencecapital.com,,List import
10851349,Inactive Investor,Joseph Youngman,,Country Capital Management Company Peoria IL 1300 W Commerce Dr,,,Salesforce
9588764,,Ruben Lasuy,,,ruben@infobliss.eu,,List import
10962801,Inactive Investor,Glenna Etchison,Financial Advisor,Thrivent Investment Management Inc.,annette.etchison@thrivent.com,,Salesforce
9642434,,Berkay Duru,,,berkayduru21@gmail.com,,List import
11181423,Inactive Investor,Christopher Barley,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",chris.barley@ampf.com,,Salesforce
346139,,David Wetsman,Managing Member And Chief Compliance Officer,"Pasi Investments, Llc",dwetsman@pasiusa.com,860-284-6880,Manual List Upload
10794634,Inactive Investor,William Wolfe,Financial Advisor;Investment Officer;Portfolio Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",william.wolfe@wellsfargoadvisors.com,,Salesforce
10942116,Inactive Investor,Jorge Cobian,,Boreal Capital Securities LLC,jorge.cobian@borealcm.com,,Salesforce
11235137,Inactive Investor,Jacob Gingell,,"Royal Oak Financial Advisors, LLC",,,Salesforce
10836878,Inactive Investor,Jeannette Cabrera,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miami FL 550 Biltmore Way,jeannette.cabrera@ubs.com,,Salesforce
10856175,Inactive Investor,Denise Drobnick,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11095163,Inactive Investor,Brandon Cuenca,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami Beach FL 7474 Collins Ave",,,Salesforce
10755026,Inactive Investor,Joseph Frierson,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",joseph_friersonjr@ml.com,,Salesforce
11221361,,Michael Zaremsky,,,zaremskym@hallcapmgt.com,,List Import
11127955,Inactive Investor,Michelle Square,,"Avantax Investment Services, Inc.",michelle.square@avantax.com,,Salesforce
10489733,,Christopher Colon,Financial Advisor,"Raymond James Financial Services Advisors, Inc Plano TX 5550 Granite Pkwy",chris.colon@raymondjames.com,,List Import
9567427,,Emily Bargabos,,,emily.bargabos@bienvillecapital.com,,List import
11158161,Inactive Investor,Darius Sharpe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,darius.sharpe@fidelity.com,,Salesforce
10398941,,Shan Sawant,,,shansawant@gghc.com,,Web Form Fillout
207087,,Chris McGovern,,[Unknown],christopherpmcgovern@gmail.com,,
220617,,Karen. Mcilroy,,[Unknown],kkaymcilroy@gmail.com,,Direct
10655145,,Ashlee Schultz,,,y5fd4a158z@pirolsnet.com,,Web Form Fillout
10970811,Inactive Investor,Asher Booz,,"HighTower Securities, LLC New York NY 1 United Nations Plz",abooz@hightoweradvisors.com,,Salesforce
11094201,Inactive Investor,Rickie Smith,,PFS Investments Inc. Plano TX 500 N Central Expy,,,Salesforce
11195049,Inactive Investor,Jason Lewer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",j_lewer@ml.com,,Salesforce
9556872,,Tait Nalley,,,nalleytait@yahoo.com,,List import
11122319,Inactive Investor,Michael Costelloe,Financial Advisor,LPL Financial LLC Reno NV 1575 Delucchi Ln,michael.costelloe@lpl.com,,Salesforce
6093362,,yousaf baghlan,,,baghlan47@gmail.com,,Web form fillout
11221489,,Russell Thompson,,,r.thompson@regalfin.com,,List Import
10979924,Inactive Investor,Randy Kitzmiller,,"First Palladium, LLC",,,Salesforce
10834257,Inactive Investor,Mitchell Glover,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Petoskey MI 113 Howard St",mitch.glover@nm.com,,Salesforce
11037931,Inactive Investor,Robert Simpson,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10908900,Inactive Investor,Mark Jarvi,,CIBC World Markets Corp.,,,Salesforce
350279,,David Eckenrode,"Director, Equity Management",Stonebridge Capital Advisors Llc,deckenrode@stonebridgecap.com,651-251-1000,Manual List Upload
228915,, -,,[[Unknown]],brandonisbrandon@msn.com,,
9625138,,zhoupeng jiang,,,827986054@qq.com,,List import
11255509,Inactive Investor,Andrew Stout,Private Wealth Advisor;Senior Portfolio Manager,"Tactivest, LLC Beverly Hills CA 9595 Wilshire Blvd",andrew.stout@tactivest.com,,Salesforce
10769663,Inactive Investor,Ian Goertz,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",ian.goertz@wellsfargo.com,,Salesforce
11164629,Inactive Investor,John Erlandson,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
9553876,,Robert Miller,,,buckmiller@voyafa.com,,List import
11210388,Inactive Investor,Matthew Vogt,Associate,Edward Jones Lawrence KS 1311 Wakarusa Dr,,,Salesforce
9588954,,Jean Loïc Frost,,,frostjl974@gmail.com,,List import
181354,,Yeshua Babilonia Martinez,,[Unknown],yeshuadavid9402@gmail.com,,
9644504,,Randall Cottrell,,,randall@bluejireh.com,,List import
10999213,Inactive Investor,Nicholas Guyer,,Davenport & Company LLC,,,Salesforce
11077587,Inactive Investor,Kristen Etling,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",kristen.etling@ml.com,,Salesforce
10832341,Inactive Investor,Stephen Brophy,Chief Compliance Officer;Managing Partner;Senior Wealth Manager,"Brophy Wealth Management, LLC",sbrophy@brophywealth.com,,Salesforce
11043879,Inactive Investor,Jeff Robin,Financial Advisor,LPL Financial LLC Baton Rouge LA 8568 Goodwood Blvd,jeff.robin@lpl.com,,Salesforce
11183079,Inactive Investor,Mary Payne,,"Allstate Financial Services, LLC Fort Pierce FL 4001 Virginia Ave",a031643@allstate.com,,Salesforce
10782171,Inactive Investor,Jonathan Miller,,"TIAA-CREF Individual & Institutional Services, LLC Fort Worth TX Private Residence",jomiller@tiaa-cref.org,,Salesforce
9575058,,Danh Tran,,,danh.tran@fmr.com,,List import
11177890,Inactive Investor,Irene Collado,,J.P. Morgan Securities LLC Millburn NJ 279 Millburn Ave,,,Salesforce
11082423,Inactive Investor,Ronald McKelvy,Financial Advisor,"Ameriprise Financial Services, LLC Ringgold GA 1573 N 3 Notch Rd",ronald.e.mckelvy@ampf.com,,Salesforce
10963810,Inactive Investor,Sarah Lott,Financial Advisor,LPL Financial LLC Gainesville FL 1900 SW 34th St,sarah.lott@lpl.com,,Salesforce
345936,,William Schuetter,"Director, svp, COO, CFO","Commerce Investment Advisors, Inc.",bill.schuetter@commercebank.com,816-234-2000,Manual List Upload
10906198,Inactive Investor,Christie Lane,,Country Capital Management Company Ely NV 705 Aultman St,christie.lane@countryfinancial.com,,Salesforce
11063322,Inactive Investor,Roselyn Antonio,Vice President,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,roselyn.antonio@lpl.com,,Salesforce
158488,,Daniel Schlaepfer,,[Unknown],daniel@selectvantage.com,,
10906834,Inactive Investor,Richard Wilmarth,,Fidelity Brokerage Services LLC,,,Salesforce
9575079,,Douglas Hervey,,,dhervey@gwnsecurities.com,,List import
10611139,,Philip Gottlick,"Senior Financial Advisor, Vice President",,philip_gottlick@ml.com,,List Import
10788354,Inactive Investor,David Schultz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11168121,Inactive Investor,Christen Plotkin,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,christen.baillie@ubs.com,,Salesforce
348070,,Timothy Kennedy,Director,"Wiss Private Client Advisors, Llc",tkennedy@wiss.com,973-577-2872,Manual List Upload
9604809,,Manuel Clement,,,latnluv@yahoo.com,,List import
10979617,Inactive Investor,Evangelia Frankis,,"RBC Capital Markets, LLC",,,Salesforce
10897474,Inactive Investor,William Eldridge,,"First Command Brokerage Services, Inc. Manhattan KS 1121 Hudson Ave",weeldridge@firstcommand.com,,Salesforce
9587868,,Ritchie SINGER,,,ritchiesinger13@gmail.com,,List import
10966429,Inactive Investor,Thomas Shields,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",thomas.shields@robinhood.com,,Salesforce
9641561,,Adam Tarlowski,,,tarlowski.adam@gmail.com,,List import
11133719,Inactive Investor,John Williams,,PFS Investments Inc. Roseburg OR 1562 NE Vine St,john.williams@primerica.com,,Salesforce
9601310,,Carla Martinez,,,carlamartinezrovira@gmail.com,,List import
10878104,Inactive Investor,John Pugliano,Chief Compliance Officer;Managing Member,"Investable Wealth, LLC",john@investablewealth.com,,Salesforce
11140796,Inactive Investor,David Savides,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,dsavides@rwbaird.com,,Salesforce
11141409,Inactive Investor,Timothy Ozanne,General Partner;Managing Member,"Firethorn Capital, LLC",tjozanne@firethorncapital.com,,Salesforce
10839960,Inactive Investor,Tobias Meek,Wealth Advisor,LPL Financial LLC Winter Garden FL 13207 W Colonial Dr,tobias.meek@lpl.com,,Salesforce
10970696,Inactive Investor,Jennifer Kveton,,"Empower Financial Services, Inc Thornton CO Private Residence",jennifer.kveton@gwrs.com,,Salesforce
11001600,Inactive Investor,Suzy Zeng,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",suzy.zeng@tfaconnect.com,,Salesforce
10842115,Inactive Investor,Steven Roth,Financial Advisor,Commonwealth Financial Network Annapolis MD 1610 West St,sroth@commonwealth.com,,Salesforce
2999209,,Ngokere Stanley,,,standiogo49@gmail.com,,
10816380,Inactive Investor,Joseph Preddy,Financial Advisor,LPL Financial LLC Barre VT 316 N Main St,joe.preddy@lpl.com,,Salesforce
10959144,Inactive Investor,Sarah Gustafson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
11095038,Inactive Investor,Jack Marino,Chief Compliance Officer;Founding Partner;Managing Member;Private Wealth Advisor,"Lake Hills Wealth Management, LLC",jack@lakehillswm.com,,Salesforce
11199398,Inactive Investor,Wendy Dominguez,Co-Founder;President;Principal,Innovest Portfolio Solutions LLC,wdominguez@innovestinc.com,,Salesforce
10888244,Inactive Investor,Daniel O'Connell,Chief Compliance Officer;Managing Partner;Partner;President,PKS Investment Advisors LLC,doconnell@pkscpa.com,,Salesforce
10604273,,Gavin Meredith,Financial Advisor,"Northwestern Mutual Investment Services, LLC",gavin.meredith@nm.com,7313007186,List Import
10870258,Inactive Investor,Nicole Foreman,,LPL Financial LLC Maitland FL 1060 Maitland Center Commons Blvd,nicole.foreman@lpl.com,,Salesforce
11054311,Inactive Investor,Cortino Garcia,,"Centaurus Financial, Inc. Eagle ID 3509 W Bavaria St",,,Salesforce
11026729,Inactive Investor,Timothy Ehler,,"Principal Securities, Inc. La Crosse WI 505 King St",ehler.timothy@principal.com,,Salesforce
11068570,Inactive Investor,Christopher Deleon,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",christopher.deleon@nm.com,,Salesforce
9545321,,Jon West,,,jon.west@vercey.com,,List import
88901,,Cody Fackler,,Wildland Trekking,codyfackler@gmail.com,6617038834,
11121750,Inactive Investor,Jason Voss,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jason.voss@schwab.com,,Salesforce
11090251,Inactive Investor,Norbert Rudek,Portfolio Manager;President,"Portfolio Income Advisers, Inc",nrudek@portfolio-advisers.com,,Salesforce
11035438,Inactive Investor,Nikita Kibardin,Wealth Manager,"Annex Wealth Management, LLC Delafield WI 2301 Sun Valley Dr",nkibardin@annexwealth.com,,Salesforce
11089589,Inactive Investor,Cinthya Fernandes,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,cinthya.fernandes@safra.com,,Salesforce
186048,,Allen Chapracki,,Chartwell Investment Partners,allenchapracki@yahoo.com,(610) 407-4820,Organic Search
9577433,,Jamie King,,,jamie.king@voyafa.com,,List import
10854095,Inactive Investor,Graydon Harder,,"Securian Financial Services, Inc.",,,Salesforce
11228940,Inactive Investor,Michael Barcia,,Edward Jones Reno NV 401 Court St,,,Salesforce
9586668,,Sunit Bhalla,,,sbhalla@oaktreefp.com,,List import
10795571,Inactive Investor,Ryan Feldman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",ryan_feldman@ml.com,,Salesforce
11018298,Inactive Investor,Daniel Fais,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",daniel.fais@wellsfargo.com,,Salesforce
11120739,Inactive Investor,James Collins,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,jcollins06@ft.newyorklife.com,,Salesforce
9624284,,Szymon Spy,,,limonik12@o2.pl,,List import
10812725,Inactive Investor,Manh Le,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",manh.le@tfaconnect.com,,Salesforce
11123027,Inactive Investor,Jayme Cross,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jayme.cross@schwab.com,,Salesforce
11154103,Inactive Investor,Kyle Borneman,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",kyle.k.borneman@ampf.com,,Salesforce
11087071,Inactive Investor,Eric Ng,,"Intercarolina Financial Services, Inc.",,,Salesforce
11174581,Inactive Investor,Lorin Elizalde,Sales Assistant,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",lorin.elizalde@equitable.com,,Salesforce
9589413,,?? ?,,,zengmingliang1@gmail.com,,List import
10911068,Inactive Investor,Trevis Rucci,,"Raymond James Financial Services, Inc. Encino CA 16133 Ventura Blvd",trevis.rucci@raymondjames.com,,Salesforce
11006665,Inactive Investor,Joshua Price,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
9643310,,zhigang huang,,,molianxinyu@outlook.com,,List import
10956216,Inactive Investor,Paul Horan,,LPL Financial LLC Gaithersburg MD 7 Park Ave,paul.horan@lpl.com,,Salesforce
10769015,Inactive Investor,Jason Brandt,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",jason.brandt@alliancebernstein.com,,Salesforce
10997030,Inactive Investor,Amy Way,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10840876,Inactive Investor,Christopher Hunter,Chief Compliance Officer;Chief Legal Officer;Principal,IWP Wealth Management LLC,chunter@iwpfo.com,,Salesforce
9639928,,Gary Ratliff,,,gratliff@copera.org,,List import
9604586,,Davit Gvelesiani,,,davit.gvelesiani@ge.ey.com,,List import
10487197,,Michael Shearer,"Managing Director, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",mike.shearer@ml.com,,List Import
10899722,Inactive Investor,Ben Wright,,Commonwealth Financial Network Warrenton VA 28 Blackwell Park Ln,bwright@commonwealth.com,,Salesforce
1005125,Inactive Investor,Ralph Pascualy,,Ralph Pascualy,mrpxlpro@gmail.com,206 484 8777,
11095355,Inactive Investor,Elizabeth Newcombe,,"Osaic Institutions, Inc. Keene NH 84 Marlboro St",,,Salesforce
230439,, -,,[[Unknown]],mgsjk100@gmail.com,,
11164911,Inactive Investor,Christopher Tafaro,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",christopher.tafaro@bernstein.com,,Salesforce
10614356,,Alessandra Grassi,Financial Advisor,,agrassi@grassicpas.com,,List Import
11058663,Inactive Investor,Ralph Martinez,,"Raymond James Financial Services, Inc. Richmond VA 9000 W Huguenot Rd",ralph.martinez@raymondjames.com,,Salesforce
221101,,Marc Baumann,,[Unknown],marc.baumann@bitcoinsuisse.com,,
8480510,,John Cory,,"AAPPT,LLC",jcory@aptjac.com,(770) 874-0083,List Import
11219565,,Lisa Colyer,,,lcolyer@aam.us.com,,Other
9568841,,Christian Ouedraogo,,,chrisoue@gmail.com,,List import
9553555,,Naarda Yao,,,ralfshell@outlook.com,,List import
11136477,Inactive Investor,Rachel Novak,Financial Advisor,Park Avenue Securities LLC Lake Oswego OR 5 Centerpointe Dr,,,Salesforce
9620401,,Hamad Dar,,,hamaddar@gmail.com,,List import
10695973,,Riley Gessner,,CAIS,rgessner@caisgroup.com,,List Import
10953488,Inactive Investor,Robert Shampine,Wealth Management Advisor,"Mainstay Capital Management, LLC",,,Salesforce
10617292,,Jeff Radivan,,,jeff.d.radivan@ampf.com,,List Import
88997,,Arthur Korff,,NA,korff1@hotmail.com,,
7291200,,Jeff Gibbs,,,jeff@jgibbsrealty.com,,Web Form Fillout
10961896,Inactive Investor,George Monroy,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",george.monroy@nm.com,,Salesforce
10841082,Inactive Investor,Steven Kruger,Chief Investment Strategist,Foresight Investing Framingham MA 38 Garvey Rd,,,Salesforce
11071853,Inactive Investor,Kelly Boyington,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11173599,Inactive Investor,Nick Pietrocola,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Westlake OH 2035 Crocker Rd",nick.pietrocola@ampf.com,,Salesforce
11003061,Inactive Investor,Ryan Oakes,Chief Compliance Officer,Compass Investments LLC Williamsport PA 1513 Walnut St,ryan@compassinvestmentsllc.com,,Salesforce
340388,,Nancy Baquero,Special Projects Manager,"Portfolio Resources Advisor Group, Inc.",nbaquero@prginc.net,305-372-0299,Manual List Upload
10989686,Inactive Investor,Daniel Chi,,Jefferies LLC,dchi@jefferies.com,,Salesforce
11218000,,Jonah Wexler,,,jonah.wexler@jpmorgan.com,,List Import
11034197,Inactive Investor,Patrick Budy,,"FBL Marketing Services, LLC Bonner Springs KS 129 N Nettleton Ave",patrick.budy@fblfinancial.com,,Salesforce
10935181,Inactive Investor,Ronald Deese,,"St. Bernard Financial Services, Inc. Farmington AR 85 S Double Springs Rd",ronald.deese@stbernardfinancial.com,,Salesforce
238392,,'@ cronic,,[Unknown],cronic@horizenlabs.io,,
10758511,Inactive Investor,Sharon Kracke,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",sharon_kracke@ml.com,,Salesforce
11120489,Inactive Investor,Timothy Heaton,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,timothy.heaton@primerica.com,,Salesforce
9602739,,Michael Ferraro,,,mikejf6@gmail.com,,List import
9608676,,Nelson Medina,,,nelson97@gmail.com,,List import
10613483,,John Loughran,"Financial Advisor, Managing Director - Wealth Management",,john.loughran@ubs.com,,List Import
10643946,,Mark Strefner,,,mstrefner@weg1.com,,List Import
9542944,,Carolyn Young,,,ctowneryoung1@gmail.com,,List import
11029759,Inactive Investor,Kimberly Jennings,Relationship Manager,"Fifth Third Securities, Inc. Cleveland OH 1209 Som Center Rd",,,Salesforce
11175147,Inactive Investor,Zunaib Yousuf,,"Allstate Financial Services, LLC Plano TX 3013 W Spring Creek Pkwy",zunaibyousuf@allstate.com,,Salesforce
11120160,Inactive Investor,Michael Harripersaud,,Citigroup Global Markets Inc. Fresh Meadows NY 17650 Union Tpke,michael.harripersaud@citigroup.com,,Salesforce
11068294,Inactive Investor,Steven Selig,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 608 Silver Spur Rd",steve.selig@ml.com,,Salesforce
10656182,,Kathryn Humecki,,,humeckik@hdvest.com,,List import
10943523,Inactive Investor,Cynthia Kilts,,LPL Financial LLC Mount Dora FL 19010 US Hwy 441,cindy.kilts@lpl.com,,Salesforce
10857277,Inactive Investor,Robert Budziszewski,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,robert.budziszewski@fmr.com,,Salesforce
10766033,Inactive Investor,Sara Moyer,Senior Client Service Associate,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,sara.moyer@ubs.com,,Salesforce
10762334,Inactive Investor,Jon Meyer,Board of Directors;President;Wealth Partner,BGM Wealth Management,jmeyer@bgmwealth.com,,Salesforce
11042667,Inactive Investor,Eric Bunker,,"BEAM Wealth Advisors, Inc. Penngrove CA Private Residence",,,Salesforce
11065193,Inactive Investor,Erika Lenart,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10868364,Inactive Investor,Karalyn Carlton,,"Independent Financial Group, LLC Seattle WA 2107 Elliott Ave",,,Salesforce
10890376,Inactive Investor,Jared Cotton,,Citigroup Global Markets Inc.,,,Salesforce
11146084,Inactive Investor,Kurt Dorr,Chief Compliance Officer;Corporate Secretary;Secretary;Treasurer,"Water Valley Investment Advisors, Inc. Naperville IL 1505 Wedgefield Cir",,,Salesforce
346474,,Mark Dodson,Member,"Cypress Capital, Llc",mark@cypresscapital.com,615-467-6075,Manual List Upload
9548577,,Nicholas Kaiser,,,nfk@saturna.com,,List import
1004348,Inactive Investor,Jeff Leung,,Jeff Leung,jeff.leung@c-venturesfund.com,,3rd Party Lead Gen
11073377,Inactive Investor,Cinda Collins,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",cinda.collins@wellsfargoadvisors.com,,Salesforce
11171698,Inactive Investor,Lisa Winkler,,J.P. Morgan Securities LLC Prudenville MI 898 W Houghton Lake Dr,,,Salesforce
110247,,Brendan Kirkpatrick,,Ashmore,bkirkpatrick5@hotmail.com,,Organic Search
10828516,Inactive Investor,Michael Drainville,Vice President - Investments,"Raymond James & Associates, Inc. Fenton MI 102 W Silver Lake Rd",michael.drainville@raymondjames.com,,Salesforce
9624861,,Kevin Fultz,,,kfultz@jmpsecurities.com,,List import
11157323,Inactive Investor,Salvatore Abbatiello,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",abbatiellos@stifel.com,,Salesforce
4336615,,Jeff McKneely,,,mckneelyj@yahoo.com,7707601966,Web Form Fillout
9641193,,Shashi Kumar,,,mercataur@live.com,,List import
10993680,Inactive Investor,Justin Pape,Wealth Management Associate,Morgan Stanley New York NY 1 New York Plz,justin.pape@morganstanley.com,,Salesforce
218052,,Cary Levine,Financial Advisor,"National Asset Management, Inc.",clevine@nationalsecurities.com,561-625-1070,
337511,,Michael Gill,Portfolio Manager,Cornerstone Advisory,mike@cornerstoneadvisory.com,410-468-1693,Manual List Upload
11091545,Inactive Investor,Terrance Blessing,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",blessingt@stifel.com,,Salesforce
10960607,Inactive Investor,Kimberly Daniels,,LPL Financial LLC Pitman NJ 130 N Woodbury Rd,kimberly.monaghan@lpl.com,,Salesforce
11079041,Inactive Investor,Gunnar Bowling,,J.P. Morgan Securities LLC Palm Harbor FL 2800 Alt 19,gunnar.bowling@jpmorgan.com,,Salesforce
246072,,Not Provided,,Brownstein,djoseph@bhfs.com,,Manual List Upload
10701556,,Daniil Safiullin,,,dan@xdao.app,,Web Form Fillout
9619918,,Linda Fox,,,lindafox1@yahoo.com,,List import
9593338,,sfsdf dsfdsf,,,dsfdsf@gmail.com,,List import
10974873,Inactive Investor,Rachel Foss,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
215668,,Igor Gavrilenko,,[Unknown],sribnyiobriifund@gmail.com,,
11199512,Inactive Investor,Lyles Knox,,Innovation Partners LLC,lknox@innovationpartnersllc.com,,Salesforce
9566758,,gaga gugu,,,gagagag@gmail.com,,List import
10878938,Inactive Investor,Iviz Loucks,,J.P. Morgan Securities LLC Huntley IL 12130 Princeton Dr,iviz.loucks@jpmorgan.com,,Salesforce
10842121,Inactive Investor,John Lyle,,"Jeffrey Matthews Wealth Management, LLC",jlyle@jeffreymatthews.com,,Salesforce
11154998,Inactive Investor,Daniel Skees,,LPL Financial LLC Genoa OH 626 Main St,daniel.skees@lpl.com,,Salesforce
9598967,,Janet Allan,,,jeffjanpacker@gmail.com,,List import
10657989,,Patrick Jarzembowski,,,p.jarzembowski@equitable.com,,List Import
11060837,Inactive Investor,Jonathan Olsen,Associate,Edward Jones Alexandria VA 1700 Diagonal Rd,jonathan.olsen@edwardjones.com,,Salesforce
10987147,Inactive Investor,Mallory Keith,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",mallory.keith@nm.com,,Salesforce
9546705,,Lee Jones,,,ljones@stratoswp.com,,List import
11167630,Inactive Investor,Kimberly Quinonez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Springs CA 588 S Palm Canyon Dr",kimberly.quinonez@ml.com,,Salesforce
11036111,Inactive Investor,Gerald Graham,,Cetera Advisors LLC Aurora CO Private Residence,,,Salesforce
11171135,Inactive Investor,Andrea Beidl,Shareholder,"Matrix Private Wealth Solutions, Corp. Irvine CA 7700 Irvine Center Dr",,,Salesforce
10968804,Inactive Investor,Niaz Uddin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10907469,Inactive Investor,Christian Gallo,,Snowden Account Services LLC,cgallo@snowdenlane.com,,Salesforce
10938190,Inactive Investor,Derek Budd,Financial Advisor,Commonwealth Financial Network Jasper IN 3420 Newton St,dbudd@commonwealth.com,,Salesforce
9591130,,Marko Dabovic,,,markodabovic69@gmail.com,,List import
202123,,Mark Weber,,[Unknown],finspbg@gmail.com,,source
11162166,Inactive Investor,Pamela Baird,Financial Advisor,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",pamela.baird@raymondjames.com,,Salesforce
11151774,Inactive Investor,Curtis Malone,,LPL Financial LLC West Des Moines IA 5910 University Ave,curtis.malone@lpl.com,,Salesforce
351087,,Bill Tedford,Executive Vice President,Stephens,btedford@stephens.com,501-377-2000,Manual List Upload
11041250,Inactive Investor,Teresa Conley,Chief Financial Officer;Director;Financial Planner;Principal;Vice President,Premier Financial Group Inc,,,Salesforce
11185314,Inactive Investor,Dale Heely,Vice President;Wealth Management Banker,"Truist Investment Services, Inc. Virginia Beach VA 948 Laskin Rd",dale.heely@wellsfargoadvisors.com,,Salesforce
9645905,,Henry Lin,,,henrylin@fb.com,,List import
11154885,Inactive Investor,John Williams,,State Farm VP Management Corp. Alpharetta GA 5445 McGinnis Village Pl,jaywilliams@statefarm.com,,Salesforce
11049002,Inactive Investor,John Cunningham,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,john_cunningham@glic.com,,Salesforce
11102608,Inactive Investor,Maximilian Ortiz,,"First Citizens Investor Services, Inc. San Francisco CA 222 2nd St",,,Salesforce
9636279,,Christopher Snyder,,,christopher.snyder@fortlp.com,,List import
11145171,Inactive Investor,Clifford Stewart,,"VALIC Financial Advisors, Inc. Macon GA 125 Plantation Centre Dr S",clifford_stewart@valic.com,,Salesforce
11074378,Inactive Investor,David Trifon,Founder,Koinonia Financial,david@koinoniafinancial.com,,Salesforce
10784274,Inactive Investor,Clay Rockett,,"Wells Fargo Clearing Services, LLC Hickory NC 1377 N Center St",clay.rockett@wellsfargoadvisors.com,,Salesforce
10875108,Inactive Investor,Joseph Ramondini,Financial Advisor;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sparta NJ 13 Main St",joseph.ramondini@ml.com,,Salesforce
9625751,,Brittany Mcknight,,,baileysilvan@yahoo.com,,List import
11043589,Inactive Investor,Collin Seymour,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",collin.seymour@ml.com,,Salesforce
11167219,Inactive Investor,Earl Morales,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10959650,Inactive Investor,Touchnorra Nguon,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9559216,,Paul Janco,,,pjanco@massmutual.com,,List import
220213,,Tim Duncan,founder,Cambridge Fintech,tim@duncanhub.com,,Content
10986907,Inactive Investor,Cameron Reavis,,J.P. Morgan Securities LLC Boise ID 1575 S Five Mile Rd,cameron.reavis@jpmorgan.com,,Salesforce
11157404,Inactive Investor,Francisco Gorrin Boccardo,Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,francisco.gorrin-boccardo@jpmorgan.com,,Salesforce
9586404,,John Bombara,,,jcbomb@icloud.com,,List import
11187886,Inactive Investor,Kenneth Fatur,,J.P. Morgan Securities LLC Houston TX 600 Travis St,kenneth.j.fatur@jpmorgan.com,,Salesforce
10982496,Inactive Investor,Dina Leader,Wealth Manager,Fairway Wealth Management LLC,dleader@fairwaywealth.com,,Salesforce
10812858,Inactive Investor,Gregory Freeman,Founder;Member;President;Regulatory Contact,"Wellington Wealth Strategies, LLC Indianapolis IN 5901 N Meridian St",gfreeman@twealth.com,,Salesforce
9553417,,Zarak Anwar,,,zarak.anwar@gmail.com,,List import
10838301,Inactive Investor,Miste Cliadakis,Chief Compliance Officer;Financial Planner;Managing Director;Managing Member,Altum Wealth Advisors,miste@altumwealth.com,,Salesforce
10983652,Inactive Investor,Jennifer Hicks,Financial Advisor,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",jhicks@monetagroup.com,,Salesforce
11103647,Inactive Investor,Robert Curtis,,LPL Financial LLC Leominster MA 11 Park St,robert.curtis@lpl.com,,Salesforce
10985419,Inactive Investor,Carl Bayha,,PFS Investments Inc. Portage MI 1595 W Centre Ave,carl.bayha@primerica.com,,Salesforce
11109702,Inactive Investor,Robert Brodsky,Financial Advisor,LPL Financial LLC Arcadia CA 250 W Colorado Blvd,bob.brodsky@lpl.com,,Salesforce
2620238,,Neha Sawant,,,neha.v.s@zebpay.com,,
9594962,,peter quistgard,,,flavourc@gmx.net,,List import
11167201,Inactive Investor,Arthur Lam,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
144928,,Frederick Turner,"Vice President, Wealth Management Advisor","Fifth Third Securities, Inc.",frederick.turner@53.com,513-534-7421,
11090729,Inactive Investor,Colleen Kirkpatrick,,UBS Financial Services Inc. New Orleans LA 909 Poydras St,colleen.kirkpatrick@ubs.com,,Salesforce
9618204,,Cameron Smalls,,,csmalls@silver-rockllc.com,,List import
11066115,Inactive Investor,Rachel Kral,Investment Associate,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",rachel.kral@rbc.com,,Salesforce
10615736,,Christopher Lago,,,christopher.lago@53.com,,List import
11186238,Inactive Investor,James Cumming,Regional Vice President,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,james.cumming@primerica.com,,Salesforce
9614335,,Catherine Heath,,,catherineh@leithwheeler.com,,List import
11031647,Inactive Investor,Brett Jensen,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
371441,,Michael Fearnow,,Go Public Institute,mike@gopublic.com,17133018921,Salesforce
11182971,Inactive Investor,Bennett Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",bennett.smith@wellsfargoadvisors.com,,Salesforce
9589393,,Nicholas Brock,,,nb2820brock@gmail.com,,List import
228359,, -,,[[Unknown]],zurdich@gmail.com,,
10917567,Inactive Investor,Donna Litty,,"Osaic Wealth, Inc.",donna.litty@triad-advisors.com,,Salesforce
10489573,,Jared Sink,,Fisher Investments,jared.sink98@gmail.com,,List Import
11001716,Inactive Investor,Jordyn Isikow,,Jefferies LLC,jisikow@jefferies.com,,Salesforce
1795,,Laila Srouji,"Managing Director, Investor Relations","King Street Capital Management, L.P.",lsrouji@kingstreet.com,2128123139,Direct
11142505,Inactive Investor,Yan Yu,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",yan.y.yu@ml.com,,Salesforce
10811614,Inactive Investor,Socorro Bustos,,PFS Investments Inc. Chicago IL 10540 S Western Ave,socorro.bustos@primerica.com,,Salesforce
11073872,Inactive Investor,Sidh Chaudhary,,William Blair,schaudhary@williamblair.com,,Salesforce
11138579,Inactive Investor,Tracy Howard,,"Osaic FS, Inc.",tracy.howard@lfg.com,,Salesforce
10834011,Inactive Investor,Alicia Botti,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 28175 Haggerty Rd",alicia.a.botti@ampf.com,,Salesforce
11008078,Inactive Investor,Eric Arbogast,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",eric.arbogast@nm.com,,Salesforce
11099295,Inactive Investor,Patrick Devlin,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
9568641,,tomb osly,,,tombosly321@hotmail.com,,List import
11073739,Inactive Investor,Brea Morrison Dantin,Chief Operations Officer;Retirement Plan Advisor,MJ Retirement,bdantin@procourseadv.com,,Salesforce
10766661,Inactive Investor,Douglas Quartner,Director - Alternative Investments;Financial Advisor;Senior Vice President;Workplace Advisor,Morgan Stanley New York NY 101 Park Ave,douglas.quartner@morganstanley.com,,Salesforce
9548261,,jianfei zhao,,,jianfei@babel.finance,,List import
10773019,Inactive Investor,Robert Wade,Financial Advisor,LPL Financial LLC Perrysburg OH 28300 Kensington Ln,robert.wade@lpl.com,,Salesforce
11069446,Inactive Investor,Yuanyuan Zhao,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10807627,Inactive Investor,Kyle Strickland,Client Service Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,kyle.strickland@morganstanley.com,,Salesforce
11177896,Inactive Investor,Justin Burge,,J.P. Morgan Securities LLC Carmel IN 200 E Carmel Dr,justin.s.burge@jpmorgan.com,,Salesforce
10951936,Inactive Investor,Pei Fen Lee,,J.P. Morgan Securities LLC San Leandro CA 1320 Fairmont Dr,pei.f.lee@chase.com,,Salesforce
10913429,Inactive Investor,Keith Graves,President,USA First Financial,,,Salesforce
9622246,,David Maddux,,,david.maddux@brightwateradvisory.com,,List import
11048069,Inactive Investor,Leroy Simpson,Financial Advisor,LPL Financial LLC Redding CA 1640 E Cypress Ave,leroy.simpson@lpl.com,,Salesforce
11038984,Inactive Investor,Jason Bugg,Anti-Money Laundering Compliance Officer,Santander Securities LLC,,,Salesforce
9574961,,Douglas Rechtine,,,drechtine@financialguide.com,,List import
194886,,Lily Beecher,,[Unknown],lilyilybeecher@gmail.com,,source
168228,,20 tempo,,[Unknown],mtb605@outlook.com,,
10618139,,Tracy Lepore,,,tracy.lepore@ceterainvestors.com,,List Import
9577053,,Stephan Jarvie,,,stephan.jarvie@huntington.com,,List import
11019001,Inactive Investor,William Roebuck,Associate Representative;Financial Professional,Thrivent Investment Management Inc. Chattanooga TN 118 Lee Pkwy Dr,william.roebuck@thrivent.com,,Salesforce
228487,, -,,[[Unknown]],larry.roberts.mail@gmail.com,,
9568541,,Paul Nunes,,,paul.nunes@securitiesamerica.com,,List import
5663681,,James Fox,,,jamesfox1970cal@gmail.com,,Web Form Fillout
9902615,,Kavindu Jith,,,kavindujith65@gmail.com,,Web form fillout
10850347,Inactive Investor,Carmine Mazzeo,,Morgan Stanley,carmine.mazzeo@morganstanley.com,,Salesforce
10965003,Inactive Investor,Nicholas Durfee,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami Beach FL 930 Washington Ave",nicholas.durfee@ml.com,,Salesforce
10647592,,Jesse Nichols,,,jesse.nichols@wellsfargoadvisors.com,,List Import
347982,,Taylor Garguilo,Client Associate,"Beirne Wealth Consulting Services, Llc",tgarguilo@beirnewealth.com,203-701-8606,Manual List Upload
10930133,Inactive Investor,Jennifer Paci,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",jennifer.paci@ml.com,,Salesforce
10967314,Inactive Investor,Michael Procaccio,,Cetera Financial Specialists LLC Roselle IL 24 E Irving Park Rd,michael.procaccioii@ceterafs.com,,Salesforce
11003519,Inactive Investor,Jermaine Jones,,J.P. Morgan Securities LLC San Francisco CA 2300 16th St,jermaine.jones@jpmorgan.com,,Salesforce
10804254,Inactive Investor,Arthur Davis,Financial Advisor,LPL Financial LLC Lawrence KS 300 W 9th St,arthur.davis@lpl.com,,Salesforce
10853655,Inactive Investor,Francis Vetere,,Cape Securities Inc.,fvetere@capesecurities.com,,Salesforce
244008,,Allie Antonowicz,Relationship Manager,Fidelity ESG Pro,alexandra.antonowicz@fmr.com,14018080579,Manual List Upload
9591717,,Christy Claymore,,,christy@christyclaymore.com,,List import
37399,,Sabino Ranaudo,,"MML Investors Services, LLC",sranaudo@massmutual.com,814-466-6295,
11053412,Inactive Investor,Joshua Potter,Managing Member,Simple Wealth LLC,josh1@thesimplewealthsolution.com,,Salesforce
9571569,,Richard Coffey,,,richardcoffey@financialguide.com,,List import
11205863,Inactive Investor,Alec Britte,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10898937,Inactive Investor,Nick Tuschen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10795902,Inactive Investor,Kimberly Cutler,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President;Vice President;Workplace Adv,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,kimberly.cutler@morganstanley.com,,Salesforce
244584,,David Stoler,"Senior Financial Advisor, Senior Vice President",Meryll Lynch,david.stoler@ml.com,,Manual List Upload
11153382,Inactive Investor,William King,,MWA Financial Services Inc. Roanoke VA Private Residence,william.h.king@mwarep.org,,Salesforce
9550850,,Shelley Penstein,,,shelley@eaglecapital.net,,List import
10863266,Inactive Investor,David Meyers,Owner;President,Meyers Wealth Management,david@meyersmoney.com,,Salesforce
10970976,Inactive Investor,Bradford Latta,,"The Leaders Group, Inc.",,,Salesforce
10986065,Inactive Investor,Daniela Sandoval-Reynolds,,J.P. Morgan Securities LLC Houston TX 600 Travis St,daniela.sandoval-reynolds@jpmorgan.com,,Salesforce
11104122,Inactive Investor,Nicole Silberstein,Client Service Associate;Senior Client Service Associate,Morgan Stanley The Villages FL 832 Lake Sumter Lndg,nicole.silberstein@morganstanley.com,,Salesforce
11204859,Inactive Investor,Robert Chanpong,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",robert_chanpong@ml.com,,Salesforce
11064819,Inactive Investor,Heather Sahrbeck,,Evercore Group L.L.C.,,,Salesforce
10792771,Inactive Investor,Paul Lewis,,NYLIFE Securities LLC Stockton CA 3255 W March Ln,palewis@ft.newyorklife.com,,Salesforce
11006909,Inactive Investor,James Normington,Financial Advisor,Edward Jones Westford MA 225A Groton Rd,james.normington@edwardjones.com,,Salesforce
10975288,Inactive Investor,Robert Bradford,Investment Advisor,Affinity Capital Advisors LLC,robby@affinitycapadv.com,,Salesforce
9577423,,Diego Sánchez Monforte,,,disanchez90@gmail.com,,List import
11100759,Inactive Investor,Madison Freeman,,"Raymond James Financial Services, Inc. Bangor ME 77 Exchange St",madison.freeman@raymondjames.com,,Salesforce
11033363,Inactive Investor,Shelly Baker,Wealth Strategist,"Waddell & Associates, LLC",,,Salesforce
10914053,Inactive Investor,Neil Holmes,,"Wells Fargo Clearing Services, LLC Scotts Valley CA 100 Kings Village Rd",neil.holmes@wfadvisors.com,,Salesforce
10801543,Inactive Investor,George Todd,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",gcarroll_toddjr@ml.com,,Salesforce
11164791,Inactive Investor,Robert Banister,Financial Advisor,Robert W. Baird & Co. Incorporated Columbus IN 380 Plaza Dr,bbanister@rwbaird.com,,Salesforce
11057794,Inactive Investor,Marcel Draper,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9594390,,Quebe Block,,,quebe@grr.la,,List import
10851459,Inactive Investor,Matthew Bennitt,Co-Founder;Managing Director,Lyell Wealth Management LP,matt@lyellwealth.com,,Salesforce
9544113,,Tyler Jordan,,,tjordan03@ft.newyorklife.com,,List import
9596128,,Faisal Iqbal,,,iqbalfaisal1990@gmail.com,,List import
10907431,Inactive Investor,Aaron Moberg,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Des Moines IA 5901 Mills Civic Pkwy",aaron.moberg@schwab.com,,Salesforce
11069740,Inactive Investor,Igor Braginsky,,"Farmers Financial Solutions, LLC Walnut Creek CA 1661 Botelho Dr",ibraginsky@farmersagent.com,,Salesforce
9623806,,Sino Cept,,,sinocept@gmail.com,,List import
11087857,Inactive Investor,Taylor Mcphail,,"Northwestern Mutual Investment Services, LLC Muskegon MI 800 E Ellis Rd",taylor.mcphail@nm.com,,Salesforce
10871693,Inactive Investor,Paul Gallardo,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11047122,Inactive Investor,Christopher Lipper,Managing Director;Wealth Manager,"CX Institutional, LLC Plano TX 7500 Dallas Pkwy",christopher.lipper@credentwealth.com,,Salesforce
10952702,Inactive Investor,Christopher Barbata,,J.P. Morgan Securities LLC Temecula CA 29640 Rancho California Rd,cj.barbata@jpmorgan.com,,Salesforce
10960602,Inactive Investor,Melissa Willoughby,,"BCG Securities, Inc. Springfield IL 1 Horace Mann Plz",,,Salesforce
11007729,Inactive Investor,Greg Gowens,,"Allstate Financial Services, LLC Cartersville GA 803 N Tennessee St",,,Salesforce
11128343,Inactive Investor,Segun Ajiboye,,Deutsche Bank Securities Inc.,segun@deutschewealth.com,,Salesforce
11193169,Inactive Investor,Jessica Joswick,Senior Branch Office Administrator,Edward Jones Hudsonville MI 7559 36th Ave,jessica.joswick@edwardjones.com,,Salesforce
10859357,Inactive Investor,Marvin Miller,,"Southeast Investments, N.C., Inc. Nixa MO Private Residence",,,Salesforce
10789954,Inactive Investor,Frank Johnson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",frank_johnson@ml.com,,Salesforce
10833718,Inactive Investor,Joanne Schiefer,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",joanne.schiefer@wellsfargoadvisors.com,,Salesforce
10773776,Inactive Investor,Michael Conklin,,"Muriel Siebert & Co., LLC Boca Raton FL 4400 N Federal Hwy",mconklin@siebertnet.com,,Salesforce
10767142,Inactive Investor,Harold Bindreiter,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Akron OH 3600 Embassy Pkwy",bindreiterh@stifel.com,,Salesforce
9598891,,Guez Alon,,,alonguez@hotmail.com,,List import
9610790,,Jesus Fernandez,,,jesus@frkinvestments.com,,List import
11229124,Inactive Investor,Jessica Ventura,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,jventura@janney.com,,Salesforce
10849367,Inactive Investor,Jerry Goodman,,"Prospera Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",jerry.goodman@prosperafinancial.com,,Salesforce
11204648,Inactive Investor,Doreen Collado,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,32kgm@primerica.com,,Salesforce
10837923,Inactive Investor,Jeffrey Johnson,,NYLIFE Securities LLC Somerset PA 531 N Center Ave,jjohnson39@ft.newyorklife.com,,Salesforce
9591669,,Chad Bailey,,,chad@intrepidfinancial.com,,List import
233280,,Jimmy Castro -,,Jimmy Castro [[Unknown]],jaycastro1217@gmail.com,,
205995,,David Kyazze,,[Unknown],soneoo@gmail.com,,source
11085131,Inactive Investor,Krista Meronek,,"Northwestern Mutual Investment Services, LLC Wausau WI 2100 Stewart Ave",krista.meronek@nm.com,,Salesforce
11087928,Inactive Investor,Melissa Toorani,Assistant Vice President;Financial Solutions Advisor,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,melissa.toorani@jpmorgan.com,,Salesforce
11148234,Inactive Investor,Amy Lightner,Senior Regional Leader,PFS Investments Inc. Tucson AZ 1955 W Grant Rd,amy.lightner@primerica.com,,Salesforce
10981753,Inactive Investor,Devin Trotter,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10773771,Inactive Investor,Lynne Cook,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,lynne.cook@primerica.com,,Salesforce
11069336,Inactive Investor,Ryan Mason,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Owner,Mason Wealth Strategies,,,Salesforce
10896797,Inactive Investor,Nicolas Bascunan,Advisor,WE Family Offices,nbascunan@wefamilyoffices.com,,Salesforce
10614230,,Stephen Luthmann,"First Vice President, Senior Financial Advisor",,stephen.luthmann@wellsfargo.com,,List Import
10814157,Inactive Investor,Thomas Grim,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",thomas.grim1@wellsfargoadvisors.com,,Salesforce
11148436,Inactive Investor,Michael Bubel,,AW Securities Houston TX 1800 West Loop S,,,Salesforce
2316667,,Ummid Rza,,,ummidrza@gmail.com,,
9566194,,King Kearns,,,kkearns@everestfg.us,,List import
9608472,,nikki shields,,,nikkilarkin8064@gmail.com,,List import
10612259,,Thomas Mullooly,Financial Advisor,,thomas.mullooly@edwardjones.com,,List Import
9543293,,Pat Clemens,,,pclemens@stoneadvisors.com,,List import
11139868,Inactive Investor,Inisha Hallums,,PFS Investments Inc. Plainville CT 146 New Britain Ave,ihallums@primerica.com,,Salesforce
11159033,Inactive Investor,Garyfalia Kastanis,,J.P. Morgan Securities LLC Brooklyn NY 177 Montague St,garyfalia.kostorizos@jpmorgan.com,,Salesforce
10928646,Inactive Investor,David Pike,,"HighTower Securities, LLC Wichita KS 8301 E 21st St N",dpike@hightoweradvisors.com,,Salesforce
9595795,,Ehret Kowalk,,,aekowalk@gmail.com,,List import
9612355,,Connor Millay,,,connor.millay@orion.com,,List import
9605347,,Brian Green,,,brian.green@glenmede.com,,List import
1364047,,Qing Dou,,,douqing@gmail.com,,Web form fillout
10816832,Inactive Investor,Mark Schmiedel,Financial Representative,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",mark.schmiedel@nm.com,,Salesforce
11045518,Inactive Investor,Danielle Gerbracht,Financial Advisor,"Keystone Financial Group, LLC",danielle.gerbracht@keystoneky.com,,Salesforce
10846158,Inactive Investor,Benjamin Kehl,,"Northwestern Mutual Investment Services, LLC Glastonbury CT 437 Naubuc Ave",benjamin.kehl@nm.com,,Salesforce
10753206,Inactive Investor,Andrew Schrank,,Thrivent Investment Management Inc. Salt Lake City UT 4190 S Highland Dr,andy.schrank@thrivent.com,,Salesforce
11059418,Inactive Investor,Daniel Herr,Managing Member,Herr Investment Group LLC,dherr@herrinvest.com,,Salesforce
10764063,Inactive Investor,Michael Pfeffer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Destrehan LA 104 Campus Dr E",michael.t.pfeffer@ampf.com,,Salesforce
9626701,,KAdir TUTAK,,,info@inkjet.com.tr,,List import
10823956,Inactive Investor,Alberto Bamaca,,Morgan Stanley Alpharetta GA 3 Edison Dr,alberto.bamaca@morganstanley.com,,Salesforce
11175824,Inactive Investor,B Stokes,,NYLIFE Securities LLC Sellyville DE Private Residence,cbstokes@ft.newyorklife.com,,Salesforce
10860267,Inactive Investor,Freda Macaisa,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,freda.macaisa@primerica.com,,Salesforce
10884320,Inactive Investor,Michael Bernard,Advisor,Bernard & Johnson Family Wealth Management,michael.bernard@bernardandjohnson.com,,Salesforce
11109851,Inactive Investor,Eugene Spitzer,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,eugene.spitzer@lpl.com,,Salesforce
10866590,Inactive Investor,Brad Drager,Chief Compliance Officer;Owner;President,Bond Tech Inc,,,Salesforce
116725,,Jorge Garcia,Senior Relationship Manager,"Principal Securities, Inc.",garcia.jorge@principal.com,515-247-0601,
11175545,Inactive Investor,Elizabeth Otto,Shareholder,"Otto & Associates, Inc. Katonah NY 200 Katonah Ave",elizabeth@ottoandassociates.com,,Salesforce
10995268,Inactive Investor,Will Schroeder,,"Sanctuary Securities, Inc. Des Moines IA 2580 Fleur Dr",wschroeder@sanctuarywealth.com,,Salesforce
9638811,,Jim Smizer,,,jim_smizer@ibew.org,,List import
9633267,,heinrich jacobs,,,heinrich.jacobs@lightbulbwealth.com.au,,List import
10861213,Inactive Investor,Alexander Zachary,Vice President;Wealth Management Specialist,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10932216,Inactive Investor,Brent Willis,Financial Advisor;Financial Representative,"Principal Securities, Inc. Mason City IA 520 S Pierce Ave",willis.brent@principal.com,,Salesforce
11232961,Inactive Investor,Alexis Szathmary,,"TIAA-CREF Individual & Institutional Services, LLC Tampa FL 14055 Riveredge Dr",alexis.szathmary@tiaa.org,,Salesforce
10933951,Inactive Investor,Kresha Brems,,State Farm VP Management Corp. Sandy UT 10269 S 1300 E,,,Salesforce
9648174,,Paulo Alves,,,pauloabalves@gmail.com,,List import
11179795,Inactive Investor,Eric Johnson,Chief Compliance Officer;Director - Investment Management;Financial Advisor,Roth Financial Partners LLC,eric.johnson@rothfinancialpartners.com,,Salesforce
11177431,Inactive Investor,Jamey Toney,Financial Advisor,LPL Financial LLC Snellville GA 2154 North Rd,jamey.toney@lpl.com,,Salesforce
10990379,Inactive Investor,Gabriel Mccloskey,Private Client Advisor,J.P. Morgan Securities LLC Spokane WA 9604 N Newport Hwy,gabriel.mccloskey@jpmorgan.com,,Salesforce
10931410,Inactive Investor,Kang-Ning Hwang,,State Farm VP Management Corp. Fullerton CA 285 Imperial Hwy,kang-ninghwang@statefarm.com,,Salesforce
11003906,Inactive Investor,Maureen Hennon,,The Huntington Investment Company Canton OH 4481 Munson St NW,maureen.hennon@huntington.com,,Salesforce
10617361,,Kristine Ford,,,kristine.f.ford@ampf.com,,List Import
10932507,Inactive Investor,Nick Miranda,Financial Advisor,Edward Jones Westlake OH 1991 Crocker Rd,miranda@edwardjones.com,,Salesforce
10839608,Inactive Investor,Gaylen Harms,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
10977187,Inactive Investor,Mars Bishop,,"Bessemer Investor Services, Inc. Denver CO 3200 E Cherry Creek South Dr",,,Salesforce
111309,,Peter Nathanial,Partner & Principal,Kilimanjaro Advisors,pnathanial@kafunds.com,,
11182945,Inactive Investor,Patrick Sullivan,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,,,Salesforce
11196796,Inactive Investor,Gina Cereda,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",gina.cereda@wellsfargoadvisors.com,,Salesforce
10766396,Inactive Investor,Dawn Aquilina,Team Administrator,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,dawn.aquilina@ubs.com,,Salesforce
10890136,Inactive Investor,Amy Qian,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2263 Colorado Blvd",,,Salesforce
112917,,Allegra Heidelinde,,none,allegra.heidelinde@gmail.com,5033806024,
10984328,Inactive Investor,Emily Luna,,J.P. Morgan Securities LLC Rancho Cucamonga CA 9700 19th St,emily.c.figueroa@chase.com,,Salesforce
10803050,Inactive Investor,Eric Milhoua,Financial Advisor,Edward Jones Westerly RI 110 Airport Rd,eric.milhoua@edwardjones.com,,Salesforce
10947207,Inactive Investor,Travis Barker,Client Specialist,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,tbarker@rwbaird.com,,Salesforce
10992511,Inactive Investor,Joshua Dalafu,,MissionSquare Investment Services,,,Salesforce
10765756,Inactive Investor,Sean Bradshaw,Financial Advisor,Edward Jones Naperville IL 263 Shuman Blvd,sean.bradshaw@edwardjones.com,,Salesforce
10826529,Inactive Investor,Brian Hutson,,"Cambridge Investment Research, Inc. Nashville NC 221 S Barnes St",,,Salesforce
11010138,Inactive Investor,Sean Harris,,"Empower Financial Services, Inc",,,Salesforce
9552092,,John Kent,,,john.kent@suntrust.com,,List import
10897738,Inactive Investor,Neha Vora,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,neha.vora@fidelity.com,,Salesforce
11057115,Inactive Investor,Rebecca Jin,Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,rebecca.jin@jpmorgan.com,,Salesforce
11160743,Inactive Investor,Brevin Moser,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brevin_moser@vanguard.com,,Salesforce
9587450,,Steven Baughman,,,steve@divisarmanagement.com,,List import
10876428,Inactive Investor,Alice Evans,Financial Advisor,Edward Jones Corvallis OR 761 NW Harrison Blvd,bronwyn.evans@edwardjones.com,,Salesforce
11017524,Inactive Investor,Gabriel Perez Casado,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,gperez-casado@primerica.com,,Salesforce
10869355,Inactive Investor,Niall O'Malley,Managing Director;Portfolio Manager,Blue Point Investment Management,,,Salesforce
11175170,Inactive Investor,Annmarie Trombino,,"First Command Brokerage Services, Inc. Lexington Park MD 22289 Exploration Dr",akmorgan@firstcommand.com,,Salesforce
11072066,Inactive Investor,Daniel Evans,Financial Advisor,Edward Jones Everett WA 2927 Colby Ave,d.evans@edwardjones.com,,Salesforce
9594830,,Jared Walsh,,,jared@walshadvisor.com,,List import
11075919,Inactive Investor,Kyle Crystal,Portfolio Manager;Principal,"Crystal Capital Advisors, LLC",kyle@crystalcapitaladvisors.com,,Salesforce
11114530,Inactive Investor,Patrick Evans,Financial Advisor;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Houston TX 2800 Post Oak Blvd,patrick.evans@morganstanley.com,,Salesforce
10801550,Inactive Investor,Van J Hauswirth,Branch Manager;Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",van.hauswirth@raymondjames.com,,Salesforce
11182324,Inactive Investor,Lillian Hillin,Chief Compliance Officer;Corporate Secretary,"Strategic Investment Advisors, Ltd.",,,Salesforce
10941271,Inactive Investor,Glenn Graff,,"Osaic FA, Inc. Allentown PA 4972 Medical Center Cir",glenn.graff@lfg.com,,Salesforce
11053214,Inactive Investor,Tara Roman,Relationship Manager,"Bison Investment Advisors, LLC",tara@bisoninvestmentadvisors.com,,Salesforce
9540608,,Peter Yuen,,,peteryuen@gmail.com,,List Import
11135067,Inactive Investor,Michael Powell,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",mike.powell@ampf.com,,Salesforce
10874733,Inactive Investor,Paul Hayek,,"Northland Securities, Inc.",phayek@northlandsecurities.com,,Salesforce
11126671,Inactive Investor,Scott Thompson,,LPL Financial LLC Halifax PA 3703 Peters Mountain Rd,,,Salesforce
10897232,Inactive Investor,Francis Antalek,Chief Portfolio Strategist;Managing Member;Owner;President;Regulatory Contact,Sage Hill Advisory and Management LLC Saratoga Springs NY 18 Division St,fantalek@sagehilladvisory.com,,Salesforce
9644065,,Kamlesh Tewary,,,ktewary@gmail.com,,List import
10759527,Inactive Investor,Richard Auck,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9635694,,Steven Veydt,,,sveydt@ipswichfinancial.com,,List import
10798240,Inactive Investor,Patrick Alexander,,NYLIFE Securities LLC Fresno CA 659 W Shaw Ave,palexander@ft.newyorklife.com,,Salesforce
11042881,Inactive Investor,Timothy Curry,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Orion MI 1391 S Lapeer Rd",timothy.curry@ml.com,,Salesforce
10894894,Inactive Investor,Nicholas Obiri,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,nicholas.obiri@primerica.com,,Salesforce
11075830,Inactive Investor,Ronna Lao,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 8751 W Broward Blvd",ronna.lao@raymondjames.com,,Salesforce
9641405,,Stephen Moskowitz,,,stephen@domcapllc.com,,List import
9573856,,Tanner Drain,,,tdrain56@gmail.com,,List import
11175563,Inactive Investor,Christopher Kilrain,Financial Advisor;Financial Planner,"Sovran Advisors, LLC",christopher.kilrain@sovranpartners.com,,Salesforce
10752391,Inactive Investor,Scott Hanna,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",,,Salesforce
10768607,Inactive Investor,Richard Leatherbarrow,,"Wells Fargo Clearing Services, LLC",richard.leatherbarrow@wfadvisors.com,,Salesforce
11067362,Inactive Investor,Richard Tassiello,Financial Advisor,"Osaic Wealth, Inc. San Diego CA 3530 Camino Del Rio N",,,Salesforce
10973575,Inactive Investor,Zepyur Vardanyan,Private Client Banker,J.P. Morgan Securities LLC La Crescenta CA 2963 Foothill Blvd,zepyur.vardanyan@chase.com,,Salesforce
10975999,Inactive Investor,Zhanxiao Pan,Private Client Advisor,J.P. Morgan Securities LLC Phoenix AZ 4040 E Chandler Blvd,zhanxiao.pan@jpmorgan.com,,Salesforce
229255,, -,,[[Unknown]],devinloconnor@outlook.com,,
10865607,Inactive Investor,Michelle Alfano,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,michelle.alfano@jpmorgan.com,,Salesforce
11239211,Inactive Investor,THOMAS LITTLE,,LPL Financial LLC,thomas.little@lpl.com,,Salesforce
9632884,,Michael Lohmeier,,,mlohmeier@impactcapital.net,,List import
10832396,Inactive Investor,Luis Carrera,,LPL Financial LLC La Quinta CA 78075 Main St,luis.carrera@lpl.com,,Salesforce
11149669,Inactive Investor,Sara Kobe,Financial Advisor Trainee,Edward Jones Lansing KS 712 1st Ter,sara.kobe@edwardjones.com,,Salesforce
10794509,Inactive Investor,Stephanie Fries,Senior Client Associate,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",stephanie.fries@wfadvisors.com,,Salesforce
10900443,Inactive Investor,Erin Alves,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Providence RI 15 Park Row W",erin.alves@tiaa.org,,Salesforce
11030885,Inactive Investor,Amy Maley,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",amy_maley@ml.com,,Salesforce
11010648,Inactive Investor,Taylor Noble,,PFS Investments Inc. Lehi UT 3300 N Triumph Blvd,tnoble@primerica.com,,Salesforce
11105940,Inactive Investor,Jeffrey Kearns,Chief Compliance Officer;Member;President,"Kearns and Associates, LLC Palos Verdes Peninsula CA 46 Peninsula Ctr",jeffrey@kearnsllc.com,,Salesforce
11060769,Inactive Investor,Laura Hickman,,Key Investment Services LLC Washington PA 200 W Beau St,laura_hickman@keybank.com,,Salesforce
9594445,,Edward Cruickshank,,,ecruickshank@savantcapital.com,,List import
10884882,Inactive Investor,David Borowy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11198611,Inactive Investor,Christian Smaistrla,Associate Wealth Manager;Director,"Symphony Financial, Ltd. Co.",smaistrla@symphonyplanning.com,,Salesforce
11129468,Inactive Investor,Faris El Gosa-Nagle,Advisor,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",farisnagle@financialguide.com,,Salesforce
11229855,Inactive Investor,Jennifer Barrow,,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",,,Salesforce
10758819,Inactive Investor,Christopher Jacobi,Financial Advisor,"Ameriprise Financial Services, LLC Pensacola FL 5101 N 12th Ave",christopher.j.jacobi@ampf.com,,Salesforce
10855777,Inactive Investor,Syed Lateef,Owner,"ShariaPortfolio, Inc.",syed@shariaportfolio.com,,Salesforce
9575187,,James O'Leary,"Chief Executive Officer, Chief Investment Officer, Portfolio Manager, Regulatory Contact, Senior Portfolio Manager","Henry James International Management, Inc.",joleary@hj-intl.com,917-951-5170,List import
10779264,Inactive Investor,Bruce Horne,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",bruce.c.horne@wellsfargo.com,,Salesforce
10978683,Inactive Investor,Gregory Carnes,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Hartford CT 11 S Main St",,,Salesforce
10884015,Inactive Investor,Alec Berens,Managing Partner;Partner;Regulatory Contact,Attessa Capital LLC,aberens@bgkcapital.com,,Salesforce
10929063,Inactive Investor,Erin Anglin,,LPL Financial LLC La Crosse WI 444 Main St,erin.anglin@lpl.com,,Salesforce
10904151,Inactive Investor,Marshal Baggett,,"Osaic Wealth, Inc. Lake Charles LA 647 W Prien Lake Rd",,,Salesforce
10838178,Inactive Investor,Jason Maassel,,"Raymond James Financial Services, Inc. Napoleon OH 2255 Scott St",jason.maassel@raymondjames.com,,Salesforce
10866861,Inactive Investor,John Jalil,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Woodland Hills CA 5900 Canoga Ave",john.jalil@tfaconnect.com,,Salesforce
11066993,Inactive Investor,Timothy Terzaken,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",timothy.terzaken@wellsfargoadvisors.com,,Salesforce
11023230,Inactive Investor,Albert Garcia,,State Farm VP Management Corp. Chicago IL 3045 W 59th St,,,Salesforce
236211,, -,,[[Unknown]],626388088@qq.com,,
10924528,Inactive Investor,Jonathan Conrad,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",jonathan.conrad@nm.com,,Salesforce
10916066,Inactive Investor,Padee Sayaovong,Client Assistant,Robert W. Baird & Co. Incorporated West Bend WI 111 N Main St,psayaovong@rwbaird.com,,Salesforce
10824588,Inactive Investor,Vincenzo Mccaffrey,Financial Advisor,Edward Jones Peachtree City GA 2004 Commerce Dr N,vince.mccaffrey@edwardjones.com,,Salesforce
10777821,Inactive Investor,Geoffrey Wilson,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,geoffrey.wilson@bnymellon.com,,Salesforce
10908901,Inactive Investor,George Morakis,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,george_morakis@vanguard.com,,Salesforce
11064923,Inactive Investor,Brennen Duke,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,brennen.duke@jpmorgan.com,,Salesforce
11031282,Inactive Investor,Jennifer Bullock,,Mutual of America Securities LLC Metairie LA 3838 N Causeway Blvd,jennifer.bullock@mutualofamerica.com,,Salesforce
214740,,Dan Cole,,Very HNWI,dancole2016@hotmail.com, +44 7883583684,Organic Search
9572621,,Julio Cesar Torres,,,jtorresc071990@gmail.com,,List import
9584692,,Mamta Rai,,,mamta.rai@securitiesamerica.com,,List import
11200333,Inactive Investor,Mark Johnson,Financial Advisor,"Concurrent Investment Advisors, LLC",mark.johnson@poweredbyconcurrent.com,,Salesforce
10814476,Inactive Investor,David Brinkman,,"Wells Fargo Clearing Services, LLC",david.brinkman@wellsfargoadvisors.com,,Salesforce
11064754,Inactive Investor,Maria Ojeda Rentas,,PFS Investments Inc. Guaynabo Camino Alejandrino,maria.ojedarentas@primerica.com,,Salesforce
10934391,Inactive Investor,Dwayne Jackson,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,dwayne.jackson.gjbp@statefarm.com,,Salesforce
10644172,,Ivy Leggero,,,ivy.leggero@ubs.com,,List Import
11234951,Inactive Investor,Gregory Giardino,Advisor,Advisory Services Network Overland Park KS 8716 W 151st St,,,Salesforce
10489748,,Lawrence Lee,"Senior Vice President, Wealth Advisor",Morgan Stanley Plano TX 7500 Dallas Pkwy,lawrence.lee@morganstanley.com,972-943-7216,List Import
10793547,Inactive Investor,Vicki DeMenno,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",vicki.demenno@ml.com,,Salesforce
11208222,Inactive Investor,Monika Nemeth,Financial Advisor,UBS Financial Services Inc. Westfield NJ 109 N Ave W,onika.nemeth@ubs.com,,Salesforce
9614374,,ghffg gfhfg,,,gfh@dfsdf.com,,List import
10891357,Inactive Investor,Marianna O'Carroll,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11151097,Inactive Investor,Kathleen Lindquist,,United Planners' Financial Services of America A Limited Partner San Diego CA 6265 Greenwich Dr,,,Salesforce
10942202,Inactive Investor,Todd Loudenslager,,"J.W. Cole Financial, Inc. Minneapolis MN 7400 Metro Blvd",,,Salesforce
11170702,Inactive Investor,Stephen Shaffer,,"Truist Investment Services, Inc. Raleigh NC 611 Oberlin Rd",rshaffer@truist.com,,Salesforce
9611557,,Scott Tumang,,,scott.tumang@envestnet.com,,List import
9616156,,Michael Willis,President,ONEFUND,mike@onefund.io,,List import
10782720,Inactive Investor,Jeffrey Enfield,Financial Advisor,"Ameriprise Financial Services, LLC Washington IA 123 W Washington St",jeffrey.a.enfield@ampf.com,,Salesforce
10779377,Inactive Investor,John Szuchan,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Raleigh NC 3800 Glenwood Ave,john.szuchan@morganstanley.com,,Salesforce
9619544,,Steven Kaiserman,,,stevenkaiserman@newindow.net,,List import
11160295,Inactive Investor,Hong Liu,,NYLIFE Securities LLC Brooklyn NY 6405 7th Ave,hliu@ft.newyorklife.com,,Salesforce
11003008,Inactive Investor,Andrew Schwartz,,J.P. Morgan Securities LLC Moraga CA 1299 School St,,,Salesforce
10929173,Inactive Investor,Michelle Wilson-Stecher,,"Farmers Financial Solutions, LLC Las Cruces NM 2990 N Main St",mstecher@farmersagent.com,,Salesforce
10597719,,Catherine Calandra,Financial Advisor,,cmac67@gmail.com,,Web Form Fillout
11209176,Inactive Investor,Ronald Volpe,Manager,HSBC Securities (USA) Inc. Chatham NJ 407 Main St,ronald.volpe@us.hsbc.com,,Salesforce
10970775,Inactive Investor,Kenneth Garcia,,J.P. Morgan Securities LLC Austin TX 919 Ranch Road 620 S,kenneth.garcia@jpmorgan.com,,Salesforce
10881697,Inactive Investor,Paul Hendricks,Managing Director,Laird - Altman Holdings LLC,,,Salesforce
11104996,Inactive Investor,Colleen D'Antonio,Senior Client Service Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,colleen.l.dantonio@morganstanley.com,,Salesforce
215608,,David Rearick,Financial Advisor,"Allegheny Investments, Ltd.",drearick@alleghenyinvestments.com,724-548-8638,
10897972,Inactive Investor,Paul Merck,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10836070,Inactive Investor,Antonio Bastos,Financial Advisor,Commonwealth Financial Network Ludlow MA 535 East St,abastos@commonwealth.com,,Salesforce
353048,,stan Pearson,CEO,PCG,spearson@pearsoncg.com,,Event
11156119,Inactive Investor,Hoyte Cole,Financial Advisor,Edward Jones Virginia Beach VA 3020 Shore Dr,hoyte.cole@edwardjones.com,,Salesforce
10760607,Inactive Investor,Lisa Miller,Investment Executive,"Fifth Third Securities, Inc. West Chester OH 8975 Lakota Dr W",lisa.miller@53.com,,Salesforce
11195159,Inactive Investor,Kyle Reese,Chairman;Chief Compliance Officer;Founder;Manager;President;Principal,"Sprout Capital Management, LLC",kyle@sproutcapitalmanagement.com,,Salesforce
10946197,Inactive Investor,Michele Berteotti,Financial Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
10858818,Inactive Investor,David Ayala,,"Raymond James Financial Services, Inc. Phoenix AZ 20860 N Tatum Blvd",david.ayala@raymondjames.com,,Salesforce
10831511,Inactive Investor,Csilla Daloia,Assistant Vice President;Portfolio Management Associate,Morgan Stanley New Brunswick NJ 120 Albany St,csilla.m.daloia@morganstanley.com,,Salesforce
225196,,Raman Luchyna,,[Unknown],luchinaroman8@gmail.com,,Direct
11221912,,Steven Cooper,,,scooper@mcmva.com,,List Import
11110950,Inactive Investor,Calvin Mccutchen,Director - Investments,Corient Seattle WA 925 4th Ave,calvin.mccutchen@corient.com,,Salesforce
9630161,,a r,,,fbi_wog77@hotmail.com,,List import
10846214,Inactive Investor,Susan Vinson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,susan.vinson@fidelity.com,,Salesforce
9564393,,Blake Ford,,,blakedillon777@icloud.com,,List import
11147791,Inactive Investor,Jacob Hurtado,,"Wells Fargo Clearing Services, LLC Las Vegas NV 6110 W Cheyenne Ave",,,Salesforce
11050639,Inactive Investor,Ting Wang,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
9587144,,Dalton Hilton,,,daltonhilton33@yahoo.com,,List import
11198831,Inactive Investor,Deborah Divito Welch,Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10811173,Inactive Investor,David Steele,Managing Partner;Member,"One Wealth Advisors, LLC",dsteele@onewealth.net,,Salesforce
337771,,Edward Nordberg,Senior Managing Director And Member Of Board Of Managers,"Alex. Brown Realty, Llc",ed.nordberg@abrealty.com,410-727-4083,Manual List Upload
10847997,Inactive Investor,Frank Bellar,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cookeville TN 1420 Neal St",,,Salesforce
10494123,,Pat Thomson,,Virtu,pthomson@virtu.com,,List Import
11089585,Inactive Investor,Scott Vanderlinden,,Chelsea Financial Services,svanderlinden@chfs.com,,Salesforce
11169684,Inactive Investor,Kristin Manno,,Lincoln Investment Tallahassee FL 1410 Piedmont Dr E,kmanno@lincolninvestment.com,,Salesforce
11143562,Inactive Investor,John Ferguson,,"Steward Partners Investment Solutions, LLC Mobile AL 161 W I65 Service Rd N",john.ferguson@stewardpartners.com,,Salesforce
10777488,Inactive Investor,Breagan Webb,Private Wealth Advisor,"Ameriprise Financial Services, LLC Sandy UT 8915 S 700 E",breagan.r.webb@ampf.com,,Salesforce
10841822,Inactive Investor,Jacob Boone,Client Associate,"RBC Capital Markets, LLC Westminster MD 15 S Cranberry Rd",jacob.boone@rbc.com,,Salesforce
10999028,Inactive Investor,Judy Hur,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,jlee15@ft.newyorklife.com,,Salesforce
10727026,,Tedi Alfazar,,,tedyalfazar1997@gmail.com,,Web Form Fillout
10931400,Inactive Investor,Lindsey Okstad,Financial Advisor,LPL Financial LLC Duluth MN 130 W Superior St,lindsey.okstad@lpl.com,,Salesforce
11235420,Inactive Investor,Sam Cook,Financial Planner;Wealth Manager,Fort Advisors Inc Fort Worth TX 4200 S Hulen St,sam@fortwm.com,,Salesforce
10922243,Inactive Investor,Wanda Shenk,,"Ameriprise Financial Services, LLC Lebanon PA 1536 Cornwall Rd",wanda.shenk@ampf.com,,Salesforce
10950125,Inactive Investor,Robert Rittenhouse,Financial Advisor,LPL Financial LLC Cedar Rapids IA Private Residence,rob.rittenhouse@lpl.com,,Salesforce
11162710,Inactive Investor,Frank Rehhaut,,LPL Financial LLC Woodland Hills CA 21440 Victory Blvd,f.rehhaut@lpl.com,,Salesforce
9543136,,Robert Helm,,,r.helm@securitiesamerica.com,,List import
9564102,,Joseph Skerness II,,,joe@bluebirdroofs.com,,List import
11047675,Inactive Investor,Kenneth Elliott,Director;Partner,Quantum Portfolio Management,,,Salesforce
4994165,,??????? ?????????,,,ugilbekovibragim998@gmail.com,,Web Form Fillout
9563155,,Thomas McGowan,,,tmcgowan@zieglercap.com,,List import
10761696,Inactive Investor,Dennis Williams,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director,Morgan Stanley Kansas City MO 4520 Main St,dennis.williams@morganstanley.com,,Salesforce
10775175,Inactive Investor,Rob Hayworth,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 3302 Mallard Cove Ln",rob.hayworth@nm.com,,Salesforce
11180214,Inactive Investor,Blake Brown,Associate Financial Advisor,Edward Jones Oklahoma City OK 13701 S Santa Fe Ave,,,Salesforce
10818464,Inactive Investor,Frank Tehel,Chief Compliance Officer;Chief Executive Officer;Managing Member;President;Senior Portfolio Manager,October Effect Ltd.,,,Salesforce
9616066,,Lynn Nichols,,,deernick@yahoo.com,,List import
10914841,Inactive Investor,Alexander Coyle,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,alexander.coyle@fmr.com,,Salesforce
10647359,,Logan Killpack,,,lkillpack@financialguide.com,,List Import
11050888,Inactive Investor,Ryan Jex,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10764792,Inactive Investor,Michael Gregory,Associate Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7101 York Ave S",michael.m.gregory@ampf.com,,Salesforce
10803993,Inactive Investor,Laura Pilz,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",laura_pilz@ml.com,,Salesforce
9589180,,Enrique Araiza,,,enrique@titleistassetmanagement.com,,List import
11089247,Inactive Investor,Shawn Hochuli,Financial Advisor;Wealth Advisor,LPL Financial LLC Irvine CA 3 Park Plz,shawn.hochuli@lpl.com,,Salesforce
11126456,Inactive Investor,Debra Cosgrave,Customer Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",debra_cosgrave@ml.com,,Salesforce
10858117,Inactive Investor,Kevin O'Grady,Financial Advisor,LPL Financial LLC Pittsford NY 65 Monroe Ave,kevin.o-grady@lpl.com,,Salesforce
11065105,Inactive Investor,Rodney Poldrack,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,rodney.poldrack@fidelity.com,,Salesforce
9589976,,louis russo,,,lourusso58@gmail.com,,List import
10907948,Inactive Investor,Janet Divelbiss,,Key Investment Services LLC Olympia WA 8303 Martin Way E,janet.divelbiss@key.com,,Salesforce
11096755,Inactive Investor,Sadiq Mosleh,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,sadiq.mosleh@fidelity.com,,Salesforce
10759983,Inactive Investor,Renee Mancinelli,Senior Client Associate,"Wells Fargo Clearing Services, LLC Coeur D Alene ID 2100 Northwest Blvd",renee.mancinelli@wellsfargoadvisors.com,,Salesforce
10656335,,Timothy Scannell,,,tscannell@hightoweradvisors.com,,List import
10876105,Inactive Investor,Kerry Hegarty,,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",kerry.hegarty@ampf.com,,Salesforce
9574687,,Gerald Villacarlos,,,gerald@yahaay.com,,List import
9574149,,Mark Hahn,,,markhahn@voyafa.com,,List import
10919077,Inactive Investor,John Kaighn,Investment Advisor Representative,"Osaic Wealth, Inc. Woodbine NJ Private Residence",,,Salesforce
231829,, -,,[[Unknown]],bradthehaas@yahoo.com,,
10942667,Inactive Investor,Greyson Iszler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10913420,Inactive Investor,Steven Tiner,Financial Advisor,"Ameriprise Financial Services, LLC Haines City FL 135 N 6th St",steven.m.tiner@ampf.com,,Salesforce
11017636,Inactive Investor,Jennifer Tinsley,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9574769,,Nur Hadi,,,hadiwkwkwk22@gmail.com,,List import
11094086,Inactive Investor,Stephen Miller,,TD Private Client Wealth LLC Fort Lauderdale FL 5900 N Andrews Ave,stephen.miller@td.com,,Salesforce
8480581,,John Hauck,,VanEck,jhauck@vaneck.com,(781) 329-8293,List Import
11093033,Inactive Investor,Jose Rincon-Gallardo Romo,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,jose.rincongallardoromo@ubs.com,,Salesforce
10964684,Inactive Investor,Cassidy Murie,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
160758,,Ty Richert,,[Unknown],twr85bu09@gmail.com,,Organic Search
10558410,,Maxi Ozyilmaz,,,maxiozyilmaz@gmail.com,,Web Form Fillout
9579348,,Regis Bingham,,,regis.bingham@tfaconnect.com,,List import
350832,,Diamond Pollard,Advisor Service Associate,"Independent Advisor Alliance, Llc",dpollard@iaaria.com,888-430-1555,Manual List Upload
11118773,Inactive Investor,Colson Cripps,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,ccripps@ft.newyorklife.com,,Salesforce
11152148,Inactive Investor,Mason Holt,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",mason.holt@equitable.com,,Salesforce
10954995,Inactive Investor,Sadia Khan,,"Wells Fargo Clearing Services, LLC New York NY 138 Clinton St",,,Salesforce
10792337,Inactive Investor,Robert Hetherington,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",robert.hetherington@ml.com,,Salesforce
249103,,Philippe Archambault,Director Transactional Risks,EgR Inc.,archambault.philippe34@gmail.com,,Manual List Upload
9641240,,Ross Marzarella,,,rossmarz123@gmail.com,,List import
11140821,Inactive Investor,Robert Connolly,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10510084,,David Miller,"Chief Compliance Officer, Managing Member, Managing Partner, Principal",Auctus Advisors,dmiller@auctusadvisors.com,,List Import
10863705,Inactive Investor,James Davis,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue OH 1110 Castalia St",james.davis@ampf.com,,Salesforce
11126710,Inactive Investor,Christopher Tipton,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",christopher.tipton@schwab.com,,Salesforce
10998912,Inactive Investor,Brenda Santana Matis,,PFS Investments Inc. Derwood MD 7642 Standish Pl,bsantana-matis@primerica.com,,Salesforce
10943133,Inactive Investor,Andrew Sommers,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,andrew_sommers@vanguard.com,,Salesforce
11042426,Inactive Investor,Randall Saulnier,Wealth Consultant,LPL Financial LLC Littleton NH 189 Cottage St,randall.saulnier@lpl.com,,Salesforce
186608,,Jonathan Schaffer-Goddard,,[Unknown],jfschaffergoddard@gmail.com,,source
9550548,,Michael Mella,,,mmella@cantella.com,,List import
10973510,Inactive Investor,Edgar Monroy,,J.P. Morgan Securities LLC Durham NC 725 9th St,edgar.monroy@chase.com,,Salesforce
10756634,Inactive Investor,Wesley Hayward,Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,wesley.hayward@morganstanley.com,,Salesforce
10891432,Inactive Investor,Lauren Silva,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 1001 S MacDill Ave",,,Salesforce
10924698,Inactive Investor,Sheona Ahuja,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10780268,Inactive Investor,Mark Reitman,Financial Advisor;Senior Investment Management Consultant;Vice President,Morgan Stanley Ridgefield CT 90 Grove St,m.reitman@morganstanley.com,,Salesforce
10793182,Inactive Investor,John Gillis,,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,john.m.gillis@jpmorgan.com,,Salesforce
10783120,Inactive Investor,Elizabeth Walker,,Edward Jones Saint Charles MO Private Residence,liz.walker@edwardjones.com,,Salesforce
9572570,,John Burns,,,john.burns@fidelity.com,,List import
11233884,Inactive Investor,Daniel Mueller,,"Zions Direct, Inc. El Segundo CA 200 N Pacific Coast Hwy",,,Salesforce
9566583,,G R,,,guimind@gmail.com,,List import
11234390,Inactive Investor,Srikant Nair,,"RBC Capital Markets, LLC",,,Salesforce
10916874,Inactive Investor,Diana Garibay,,"Wells Fargo Clearing Services, LLC Clackamas OR 12072 SE Sunnyside Rd",,,Salesforce
9603437,,Non-Accredit Investor,,,jabbering99@gmail.com,,List import
341612,,Daria Foster,Non-executive Member,"Lord, Abbett & Co. Llc",dfoster@lordabbett.com,201-827-2000,Manual List Upload
9617678,,Raymond Zucaro,,,rzucaro@rvx-am.com,,List import
10883579,Inactive Investor,Eric Schrott,,"Grove Point Investments, LLC Ellicott City MD Private Residence",eschrott@hbeckinc.com,,Salesforce
11189794,Inactive Investor,Brian Wilder,Financial Advisor;Insurance Planning Director;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Boston MA 28 State St,brian.wilder@morganstanley.com,,Salesforce
9562241,,Willynn Ng,,,willynn@wynne.sg,,List import
11044877,Inactive Investor,Russell Allen,,"Raymond James Financial Services, Inc. Ada OK 115 S Broadway Ave",russell.allen@raymondjames.com,,Salesforce
336326,,Joseph Murphy,"Director, Portfolio Management","Nisa Investment Advisors, Llc",joe.murphy@nisanet.com,314-721-1900,Manual List Upload
11009880,Inactive Investor,Krisztina Furst,,LPL Financial LLC Arnold MD 1250 Bay Dale Dr,krisztina.furst@lpl.com,,Salesforce
11022414,Inactive Investor,Charles Mckenna,Wealth Advisor,"McKenna Capital, Inc.",charles@mckennacorp.com,,Salesforce
11043418,Inactive Investor,Michael Desepoli,Financial Advisor,Commonwealth Financial Network Smithtown NY 180 E Main St,mdesepoli@commonwealth.com,,Salesforce
10907517,Inactive Investor,Christopher Jernstrom,Chief Compliance Officer;Chief Investment Officer;President,"Ironstream Capital, LLC",,,Salesforce
10938475,Inactive Investor,Jacquelyn Hayes,Financial Advisor,Edward Jones Paso Robles CA 210 Oak Hill Rd,jacquelyn.hayes@edwardjones.com,,Salesforce
10990027,Inactive Investor,Michael Foster,,"Allstate Financial Services, LLC Hermitage PA 2956 E State St",mfos0@allstate.com,,Salesforce
10510349,,Jimmy McGrail,"Managing Director, Business Development & Liquidity Strategy",IntelligentCross,jimmy.mcgrail@intelligentcross.com,,List Import
10837340,Inactive Investor,Jessica Skelton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jessica.vanderputten@fidelity.com,,Salesforce
11013249,Inactive Investor,Owen Workman,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11043069,Inactive Investor,Todd Klein,,LPL Financial LLC Rapid City SD 1241 E Saint Joseph St,todd.klein@lpl.com,,Salesforce
7658583,,Shaun Chew,,,shaunchew@coingecko.com,,
2571151,,Chris Krueger,,,chris.krueger@sourceadvice.com,,
11019072,Inactive Investor,Nirmal Patel,,J.P. Morgan Securities LLC Jacksonville FL 7301 Bay Meadows Way,,,Salesforce
9604267,,MICHAEL STROFF,,,michael.stroff@apifiny.com,,List import
9602874,,Peter Stokes,,,peter.stokes@purefinancial.com,,List import
11016791,Inactive Investor,Cullen Hughes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",cullen.hughes@ml.com,,Salesforce
10752398,Inactive Investor,Julie Apple,Account Administration;Vice President - Investments,Davenport & Company LLC,japple@investdavenport.com,,Salesforce
11005575,Inactive Investor,Lillian Homer,Director - Private Client Group,SCS Capital Management LLC,lhomer@scsfinancial.com,,Salesforce
10916994,Inactive Investor,Minyi Chen,Managing Member;Principal,"Qubed Capital, LLC",mchen@wellsbay.com,,Salesforce
9641028,,Lafontant Julien,,,lafontantjulien4@gmail.com,,List import
10970526,Inactive Investor,Ryan Krantz,Wealth Advisor,EP Wealth Advisors,rkrantz@epwealth.com,,Salesforce
11208094,Inactive Investor,Stephen Demaio,,"Allstate Financial Services, LLC Bethpage NY 195 Park Ave",stephendemaio@allstate.com,,Salesforce
10952361,Inactive Investor,Michael Stine,Compliance Advisor,Lincoln Investment,mstine@lincolninvestment.com,,Salesforce
9647524,,Roslyn Mynda,,,roslyn.guben@wellsfargoadvisors.com,,List import
10988959,Inactive Investor,Nathan Buches,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10958435,Inactive Investor,Nancy Fox,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",nancy.fox@nm.com,,Salesforce
9573136,,Heath Burch,,,burchheath@gmail.com,,List import
10943634,Inactive Investor,Abdullah Adi,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9637815,,Steven Heminger,,,stetastrafe07@gmail.com,,List import
11012335,Inactive Investor,Jenny Logsdon,Financial Advisor,LPL Financial LLC Severna Park MD 568 Ritchie Hwy,jenny.logsdon@lpl.com,,Salesforce
10888513,Inactive Investor,Jodi Jones,,State Farm VP Management Corp. Gambrills MD 1117 State Rte 3 N,,,Salesforce
11261088,Inactive Investor,Gavan Griesmeyer,Financial Analyst,Wealth Management Group Beavercreek OH Private Residence,,,Salesforce
11015449,Inactive Investor,Julie Kearney,Client Service Coordinator;Paraplanner,"Ameriprise Financial Services, LLC Hopkins MN 12900 Whitewater Dr",julie.c.kearney@ampf.com,,Salesforce
10888213,Inactive Investor,Curtis Ladd,,"DFPG Investments, LLC Dallas TX 17110 Dallas Pkwy",,,Salesforce
10822725,Inactive Investor,Nathaniel Coats,,Cetera Advisor Networks LLC Raleigh NC 4141 Parklake Ave,coatsn@ceteranetworks.com,,Salesforce
9564865,,Sean Polley,CEO,Polley Wealth,sean.polley@polleywealth.com,,List import
9609481,,leonard nyarko,,,leonardnyarko@gmail.com,,List import
9647060,,Timothy Michael,,,tnovak@janney.com,,List import
10790702,Inactive Investor,Douglas Regan,Co-Chairman;Executive Managing Director;Founding Partner,"Cresset Asset Management, LLC",dregan@cressetcapital.com,,Salesforce
10823754,Inactive Investor,David Robinson,Director;President,"Howard Capital Management Group, LLC",drobinson@howardcapital.com,,Salesforce
11104287,Inactive Investor,John Choe,Analyst,"FinArc Investments, Inc.",john.choe@finarc.com,,Salesforce
11068079,Inactive Investor,Andrew Catalfamo,Financial Advisor,"Ameriprise Financial Services, LLC Worcester MA 255 Park Ave",andrew.j.catalfamo@ampf.com,,Salesforce
10791889,Inactive Investor,Timothy Guthrie,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated O Fallon IL 475 Regency Park",guthriet@stifel.com,,Salesforce
10756563,Inactive Investor,Jennifer Barry,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jennifer.barry@ubs.com,,Salesforce
11164046,Inactive Investor,Brian Sliney,Financial Advisor,Edward Jones Dover NH 100 First St,brian.sliney@edwardjones.com,,Salesforce
11167046,Inactive Investor,Mark Robertshaw,,Cetera Advisors LLC Ballston Spa NY Private Residence,mark.robertshaw@ceteraadvisors.com,,Salesforce
11058139,Inactive Investor,Christine Frazier,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",,,Salesforce
11058731,Inactive Investor,Eric Hoogstra,,G. A. Repple & Company Zeeland MI Private Residence,,,Salesforce
10894607,Inactive Investor,Daniel Polk,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",daniel.polk@tiaa.org,,Salesforce
11032309,Inactive Investor,Brian Boedeker,,"Osaic Wealth, Inc. Tipton IA 122 W 5th St",,,Salesforce
11211561,Inactive Investor,Riley Michel,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10865515,Inactive Investor,Amy Roers,,State Farm VP Management Corp. Glenwood MN 610 Franklin St N,,,Salesforce
10614177,,Arthur Chan,Financial Advisor,,arthur.q.chan@wellsfargoadvisors.com,,List Import
11064302,Inactive Investor,Stephen Guiney,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management;Sports and Entertainment Director,Morgan Stanley San Francisco CA 555 California St,stephen.guiney@morganstanley.com,,Salesforce
10780323,Inactive Investor,Bruce Hartzmark,Director - Investments,Oppenheimer & Co. Inc. Beachwood OH 25550 Chagrin Blvd,bruce.hartzmark@opco.com,,Salesforce
11023399,Inactive Investor,Amy Mcconnell-Salmento,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",amy.mcconnell-salmento@empower.com,,Salesforce
9615158,,tian pengfei,,,16425909@qq.com,,List import
10764160,Inactive Investor,Thomas Hermann,,PNC Investments Cincinnati OH 415 Ludlow Ave,thomas.hermann@pnc.com,,Salesforce
1001619,Inactive Investor,William DeButts,Partner & Senior Financial Advisor,Edge Capital Partners,wdebutts@edgecappartners.com, +1 404 890 7707,
225057,,Mark Menges,President And Chief Compliance Officer,"Compass Financial Group, Inc.",mmenges@compassfg.com,614-791-0093,Manual List Upload
10911854,Inactive Investor,Amy Spiker,,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,amy.spiker@jpmorgan.com,,Salesforce
10856878,Inactive Investor,Maja Sobolewska,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",maja.sobolewska@prudential.com,,Salesforce
10979210,Inactive Investor,Thomas Davis,,Cabot Lodge Securities LLC Kingsport TN Private Residence,,,Salesforce
10808227,Inactive Investor,Brian Lemieux,,Cetera Advisors LLC Baxter MN 8378 Brandon Rd,brian.lemieux@ceteraadvisors.com,,Salesforce
11099284,Inactive Investor,Michael Bergman,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10957378,Inactive Investor,Dennis Wilson,,"MML Investors Services, LLC New Hartford NY 600 French Rd",denniswilson@financialguide.com,,Salesforce
10985219,Inactive Investor,Justin Gomez,,J.P. Morgan Securities LLC Austin TX 140 W Slaughter Ln,,,Salesforce
11147582,Inactive Investor,Diana Molski,,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,,,Salesforce
11118673,Inactive Investor,Tyler Camp,,"OneAmerica Securities, Inc.",,,Salesforce
11097149,Inactive Investor,Garth Goetz,,"Farmers Financial Solutions, LLC Downers Grove IL 1311 Butterfield Rd",ggoetz@farmersagent.com,,Salesforce
11222220,,Robin Roberts,,,rroberts@hbkswealth.com,,List Import
10775515,Inactive Investor,Florina Shutin,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",florina.shutin@wellsfargoadvisors.com,,Salesforce
9628893,,Alek Mahjoubian,,,21am2161@medinabees.org,,List import
10881816,Inactive Investor,Christopher Ellis,,"Raymond James Financial Services, Inc. Garden City ID 7761 W Riverside Dr",christopher.ellis@raymondjames.com,,Salesforce
10914479,Inactive Investor,Lindsay Mills,,"HighTower Securities, LLC Lebanon PA 718 Poplar St",lmills@hightoweradvisors.com,,Salesforce
10944630,Inactive Investor,Kristen Wilson,Financial Advisor,LPL Financial LLC Seal Beach CA 3030 Old Ranch Pkwy,kristen.wilson@lpl.com,,Salesforce
11188863,Inactive Investor,Debra Clark,,"Kestra Investment Services, LLC Teaneck NJ Private Residence",,,Salesforce
10941570,Inactive Investor,Jaque Wallace,,Edward Jones Gallup NM 110 W Hill Ave,,,Salesforce
11108288,Inactive Investor,Herbert Taylor,,B. Riley Wealth Management,htaylor@brileywealth.com,,Salesforce
9557749,,Matthew Marone,,,mattm@mutualtrustco.com,,List import
9555843,,Daniel Lindenberg,,,dlindenberg@ayco.com,,List import
10876038,Inactive Investor,Christopher West,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11108875,Inactive Investor,Michael Brokaw,Chief Compliance Officer;Managing Director - Trading;Managing Director - Trading and Operations,"Zega Financial, LLC Omaha NE 13220 California St",mick.brokaw@zegafinancial.com,,Salesforce
9609954,,Vineet Khanna,,,vineetstock100@gmail.com,,List import
9594154,,Daniel Loughlin,,,dloughlin@stratoswealthpartners.com,,List import
9610515,,Luis Parodi,,,larparodi@yahoo.com.ar,,List import
10804217,Inactive Investor,Colleen Stevens,,NYLIFE Securities LLC Oklahoma City OK 211 N Robinson Ave,cmstevens@ft.newyorklife.com,,Salesforce
9554824,,Lance Miller,,,lance.miller@compasswm.net,,List import
10927980,Inactive Investor,Elijah Parks,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,elijah.parks@jpmorgan.com,,Salesforce
9606634,,C.M. Macgowan,,,cmacgowan3@gmail.com,,List import
9626661,,Shawn Cormier,,,handyycsrc@seperateways.com,,List import
10813920,Inactive Investor,Mark Thomley,,NYLIFE Securities LLC Black River Falls WI 8 E Main St,ymthomley@ft.newyorklife.com,,Salesforce
9566259,,John Herrera,,,john.herrera@cusonet.com,,List import
10790750,Inactive Investor,Joseph Piazza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",joseph.piazza@ml.com,,Salesforce
10615434,,Michael Kislin,"Financial Advisor, Senior Vice President",,michaelkislin@hotmail.com,,List Import
11192687,Inactive Investor,Jessica Lopez,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",,,Salesforce
217580,,Brent Elliott,,[Unknown],brente357@gmail.com,,
10919528,Inactive Investor,Kathryn Allen,Chief Compliance Officer;Financial Advisor;Founder;Owner,Allen Wealth Advisors,,,Salesforce
11032164,Inactive Investor,Kelly Cirbo,,Country Capital Management Company Englewood CO 7500 E Arapahoe Rd,kelly.cirbo@countryfinancial.com,,Salesforce
10870321,Inactive Investor,Peter Amling,Chief Compliance Officer;Owner;Personal Wealth Advisor,Amling Investments LLC,peter@amlinginvestments.com,,Salesforce
11169427,Inactive Investor,Mark Klocke,Senior Regional Leader,PFS Investments Inc. Buffalo NY 1299 Union Rd,mklocke@primerica.com,,Salesforce
11131648,Inactive Investor,Michael Sailor,Chief Compliance Officer;Founder;President,Aspen Asset Management Inc.,michael@aspenassetmgmt.com,,Salesforce
11009214,Inactive Investor,Janice Bennett,Financial Representative;Senior Vice President,PFS Investments Inc. Niceville FL 4534 E Hwy 20,janice.bennett@primerica.com,,Salesforce
10778129,Inactive Investor,Christopher Lissner,Managing Member;Partner;President,"Acropolis Investment Management, L.L.C. Chesterfield MO 14755 N Outer 40 Rd",cl@acrinv.com,,Salesforce
10611164,,Michael Iacobelli,"Assistant Vice President, Financial Advisor",,michael.iacobelli@ml.com,,List Import
10838881,Inactive Investor,Keith Hearns,,Cetera Advisor Networks LLC New Lenox IL 600 E Lincoln Hwy,,,Salesforce
11089442,Inactive Investor,George Ly,,LPL Financial LLC La Mirada CA 14752 Beach Blvd,g.ly88@lpl.com,,Salesforce
11142386,Inactive Investor,Roberto Aletto,,J.P. Morgan Securities LLC Boca Raton FL 20441 State Road 7,roberto.aletto@jpmorgan.com,,Salesforce
10955920,Inactive Investor,Meghan Martinez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9549392,,Kenneth Cheong,,,kenneth.cheong@tudor.com,,List import
10644939,,Thomas Alexander,,,thomas.c.alexander@jpmorgan.com,,List Import
10908941,Inactive Investor,Genaro Argenio,,UBS Financial Services Inc.,genaro.argenio@ubs.com,,Salesforce
11137328,Inactive Investor,Robert Fragnito,Financial Advisor;Managing Principal,"Cutter & Company, Inc. Laguna Hills CA 23010 Lake Forest Dr",rfragnito@cutterco.com,,Salesforce
11198712,Inactive Investor,Rishab Pokale,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11208542,Inactive Investor,Ignacio Martinez,Investment Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",ignacio.martinez@schwab.com,,Salesforce
11131848,Inactive Investor,Edna Williams,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,ewilliams@primerica.com,,Salesforce
10790809,Inactive Investor,Clinton Williams,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;First Vice President,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,clinton.williams@morganstanley.com,,Salesforce
11045052,Inactive Investor,Larry Peterson,,Cetera Advisors LLC Appleton WI Private Residence,larry.peterson@ceteraadvisors.com,,Salesforce
9603251,,tekisha whitehead,,,foxypie21@gmail.com,,List import
10786093,Inactive Investor,James Soholt,,"TIAA-CREF Individual & Institutional Services, LLC Minneapolis MN 8000 Norman Center Dr",jsoholt@tiaa.org,,Salesforce
11187994,Inactive Investor,Cuong Le Huynh,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,cuong.huynh@jpmorgan.com,,Salesforce
11043665,Inactive Investor,Louis Pelliccioni,Financial Advisor,LPL Financial LLC Morgantown WV 3345 University Ave,lou.pelliccioni@lpl.com,,Salesforce
10566292,,esma savur,,,esmasavur2015@gmail.com,,Web Form Fillout
11167470,Inactive Investor,Robert Packer,Executive Director;Financial Advisor,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,robert.packer@ubs.com,,Salesforce
10950240,Inactive Investor,Marshall Moushigian,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,marshall.moushigian@primerica.com,,Salesforce
11175088,Inactive Investor,Barbara Roberts,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",barbara_g_roberts@ml.com,,Salesforce
11231803,Inactive Investor,Elizabeth Willett,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11034816,Inactive Investor,Rayeann Ison,Client Relationship Specialist;Registered Client Service Associate,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",rayeann.ison@ampf.com,,Salesforce
10933516,Inactive Investor,Henry Jones,,"Cambridge Investment Research, Inc. Virginia Beach VA 4445 Corporation Ln",,,Salesforce
10957452,Inactive Investor,Matthew Westberry,,"SCF Securities, Inc. Marion IA 1725 Blairs Ferry Rd",,,Salesforce
11223002,,Shannon Davis,,,sdavis@retirementplanadvisors.com,,List Import
11164859,Inactive Investor,Matthew Harris,,"HighTower Securities, LLC Beverly Hills CA 3193 Benedict Canyon Dr",mharris@hightoweradvisors.com,,Salesforce
11086204,Inactive Investor,Roy Sefton,Financial Advisor,Money Concepts Capital Corp Flushing MI 5220 Pasadena Ave,rsefton@moneyconcepts.com,,Salesforce
10858175,Inactive Investor,Michael Sgobbo,,Cape Securities Inc. Charleston SC 852 Orleans Rd,mcsgobbo@capesecurities.com,,Salesforce
9595331,,Hari Maddali,,,hari.maddali@gmail.com,,List import
11064051,Inactive Investor,Ripon Poole,,PFS Investments Inc. Charlotte NC 1101 Tyvola Rd,ripon.poole@primerica.com,,Salesforce
10750655,,sonia Li,,,soraonecash@gmail.com,,Web Form Fillout
11154486,Inactive Investor,Vincent D'Agostino,,"Cambridge Investment Research, Inc. Cleveland OH 6120 Parkland Blvd",,,Salesforce
9594133,,Beth Sweeney,,,beth.sweeney@stewardpartners.com,,List import
10933114,Inactive Investor,Timothy Barlow,Financial Advisor,LPL Financial LLC Buchanan MI Private Residence,tim.e.barlow@lpl.com,,Salesforce
11212577,Inactive Investor,Richard Cawthorne,,NYLIFE Securities LLC Winthrop MA 207 Hagman Rd,rjcawthorne@ft.newyorklife.com,,Salesforce
11211017,Inactive Investor,Brittany Lawson,Wealth Advisor,Thrivent Investment Management Inc. Lexington KY 1031 Wellington Way,brittany.lawson@thrivent.com,,Salesforce
11057663,Inactive Investor,Warren Kindrick,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",scott.x.kindrick@ampf.com,,Salesforce
10360516,,Scot Ringa,,,scotringa23@gmail.com,,Web Form Fillout
10795980,Inactive Investor,Joy Rockwood,,"Raymond James Financial Services, Inc. Cheyenne WY 4012 Laramie St",joy.rockwood@raymondjames.com,,Salesforce
9612001,,Hytyck Krypto,,,ryandeprez97@gmail.com,,List import
10932846,Inactive Investor,Jeffrey Minkos,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",,,Salesforce
11102099,Inactive Investor,Ami Baxter,,"Perryman Securities, Inc.",abaxter@billperryman.com,,Salesforce
11297174,Inactive Investor,Mira Vasani,,Morningstar Investment Services LLC,mira.vasani@morningstar.com,,Salesforce
11121342,Inactive Investor,William Gonzalez,Financial Advisor,Edward Jones Acton CA 33328 Santiago Rd,will.gonzalez@edwardjones.com,,Salesforce
10596280,,David Aanderud,,,david.aanderud@lpl.com,,Web Form Fillout
10772549,Inactive Investor,Edward Deane,,"Ameriprise Financial Services, LLC Plymouth MA 15 Caswell Ln",ned.deane@ampf.com,,Salesforce
9567237,,Jeon YoungJae,,,wjsdudwo0116@naver.com,,List import
11154785,Inactive Investor,Mary Stockinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Lenoir NC 1005 Blowing Rock Blvd",janice.stockinger@wellsfargo.com,,Salesforce
10889864,Inactive Investor,Kevin Byrne,,"Packerland Brokerage Services, Inc. Traverse City MI 1129 E Eighth St",kevin_byrne@packerlandbrokerage.com,,Salesforce
10882749,Inactive Investor,Ryan McCray,Financial Advisor,Edward Jones Murrieta CA 25186 Hancock Ave,ryan.mccray@edwardjones.com,,Salesforce
11051439,Inactive Investor,Linda Hickman,Senior Client Service Associate,Morgan Stanley San Antonio TX 7600 Broadway,linda.hickman@morganstanley.com,,Salesforce
9589581,,Lavonne Riley,,,lavonne.riley@gmail.com,,List import
11036100,Inactive Investor,Kevin Benson,,"Avantax Investment Services, Inc. High Point NC 4035 Premier Dr",,,Salesforce
10997275,Inactive Investor,Manuel Cuaresma,,"VALIC Financial Advisors, Inc.",,,Salesforce
10852152,Inactive Investor,Sara Scholl,Financial Advisor,GWN Securities Inc. Basking Ridge NJ Private Residence,sscholl@gwnsecurities.com,,Salesforce
11123698,Inactive Investor,Derek Ashcraft,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",derek_ashcraft@ml.com,,Salesforce
10905899,Inactive Investor,Benjamin Capers,,GWN Securities Inc. Ridgeland SC Private Residence,bcapers@gwnsecurities.com,,Salesforce
10849494,Inactive Investor,Christopher Werner,,Commonwealth Financial Network Lake Oswego OR 696 McVey Ave,cwerner@commonwealth.com,,Salesforce
11030249,Inactive Investor,Albert Diary,,NYLIFE Securities LLC Brooklyn NY 122 Ashland Pl,adiary@ft.newyorklife.com,,Salesforce
10797688,Inactive Investor,Jennifer Myers,Associate Vice President;Business Development Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,jennifer.myers@morganstanley.com,,Salesforce
9640292,,Pierre Hoebrechts,,,pierre@arowanaam.com,,List import
11055336,Inactive Investor,Andrew Coleman,Financial Planner,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",drew.coleman@lfg.com,,Salesforce
165157,,Nikolay Ludnikov,,[Unknown],nludnikov@mail.ru,,
10857921,Inactive Investor,Shannon Grimes,Senior Client Associate,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",shannon.grimes@rbc.com,,Salesforce
9574864,,Timothy Curry,,,tim.curry@voya.com,,List import
9542569,,Moein Moghani ghahremanlou,,,hakhamanesh.pers@gmail.com,,List import
54081,,Robert Duckworth,Financial Professional,"Voya Financial Advisors, Inc.",chris.duckworth@voyafa.com,614-718-5001,
11176555,Inactive Investor,Alexis Reeves,Associate,Edward Jones Winston Salem NC 3288 Robinhood Rd,alexis.reeves@edwardjones.com,,Salesforce
11011209,Inactive Investor,Amy Henley,Compliance Consultant;Regulatory Contact,"Voya Financial Advisors, Inc.",amy.henley@voya.com,,Salesforce
9640608,,Arsany Farag,,,arsanyfarag@gmail.com,,List import
11231189,Inactive Investor,Ankush De,,LPL Financial LLC,,,Salesforce
10593436,,Steven Townsend,,,stownsend9@gmail.com,,Web Form Fillout
10524141,,Diana Staneszewski,,,dlstaneszewski@yahoo.com,,Web Form Fillout
11121335,Inactive Investor,Patrick Ousterout,Financial Advisor,Edward Jones Owego NY 248 Front St,patrick.ousterout@edwardjones.com,,Salesforce
10800881,Inactive Investor,Enrique Galang,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",enrique.galang@wellsfargoadvisors.com,,Salesforce
11055515,Inactive Investor,William Murphy,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",william.h.murphy@wellsfargo.com,,Salesforce
10790677,Inactive Investor,Julie Papacek,,Cetera Advisors LLC San Diego CA 655 W Broadway,julie.papacek@ceteraadvisors.com,,Salesforce
10920203,Inactive Investor,James Devico,Chief Compliance Officer;Founder;President,Mountain Pass Planning,jim@mountainpassplanning.com,,Salesforce
11150830,Inactive Investor,Michael Graham,,"Wells Fargo Clearing Services, LLC Sacramento CA 5700 Folsom Blvd",,,Salesforce
10816169,Inactive Investor,Michael Calawerts,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",lucas.calawerts@ml.com,,Salesforce
10914752,Inactive Investor,Desiree Paour,,"KCD Financial, Inc.",desiree@kcdfinancial.com,,Salesforce
10803023,Inactive Investor,Brian Wong,,LPL Financial LLC San Carlos CA 1150 White Oak Way,brian.wong@lpl.com,,Salesforce
9629368,,Thierry Habonimana,,,habonimana.thierry@gmail.com,,List import
85872,,hadi mousavi,,mana,hadi.mo48@gmail.com,9.89134E+11,Organic Search
9617950,,Tyler Boone,,,tboone@rgmcapital.com,,List import
202939,,Vladimir Kolishchuk,,[Unknown],vkolishchuk@yahoo.com,,
11009668,Inactive Investor,Sally Spieldenner,,"Transamerica Financial Advisors, Inc Houston TX 2901 Wilcrest Dr",sally.spieldenner@tfaconnect.com,,Salesforce
11102639,Inactive Investor,Andrew Feldman,,"Cambridge Investment Research, Inc. Long Beach NY 20 W Park Ave",,,Salesforce
11183533,Inactive Investor,Celeste Beale,Chief Compliance Officer;Client Service Representative,Charles D. Hyman & Company,celeste@charlesdhyman.com,,Salesforce
9621938,,Akash Raj Yt King Raj,,,ajayrajakodara@gmail.com,,List import
10789602,Inactive Investor,Rashik Aryal,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,rashik.aryal@fidelity.com,,Salesforce
195557,,Waris khan Tukhi,,[Unknown],waris.khan717@gmail.com,,source
11200944,Inactive Investor,Brian Donovan,,Trade Capital Markets (TCM) North America LLC Ft Mill SC Private Residence,,,Salesforce
179564,,Neal Richard,Managing Director,RICHARD BROTHERS FINANCIAL ADVISORS,nrichard@richardbrothersfinancial.com, +1 207 879 2352,Manual List Upload
10943701,Inactive Investor,Kimberlee Benes-Stanley,,GWN Securities Inc. Titusville FL Private Residence,kbenes-stanley@gwnsecurities.com,,Salesforce
10918732,Inactive Investor,Brian Nolan,,Purshe Kaplan Sterling Investments Princeton NJ 475 Wall St,bnolan@pksinvest.com,,Salesforce
11231858,Inactive Investor,Ya-Yi Tseng,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",,,Salesforce
10898215,Inactive Investor,Nathan Mosier,,"Osaic Wealth, Inc. Erie PA 2205 W Grandview Blvd",nathan_mosier@vanguard.com,,Salesforce
11080750,Inactive Investor,Benjamin Remsbecker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
9632898,,Frank Magnani,,,fmagnani@interactivebrokers.com,,List import
4604499,,Rory Carney,,"Hygge Advisors, LLC",rory@hyggeadvisors.com,7273449160,Web Form Fillout
11067565,Inactive Investor,Elena Bogomolova,,"Wells Fargo Clearing Services, LLC Denver CO 260 W 136th Ave",,,Salesforce
11219980,,Blake Davelaar,,,blake.davelaar@allworthfinancial.com,,Other
10839311,Inactive Investor,Michelle Swenson,,"Raymond James Financial Services, Inc. Fargo ND 1444 45th St SW",michelle.swenson@raymondjames.com,,Salesforce
10823179,Inactive Investor,Fredrick Brown,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",spencer.brown@wellsfargoadvisors.com,,Salesforce
11089099,Inactive Investor,Arch Spencer,President,Spencer Financial Advisors,,,Salesforce
11086771,Inactive Investor,Vincent Zappola,Wealth Manager,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,vincent.zappola@jpmorgan.com,,Salesforce
10916755,Inactive Investor,Cameron Brockhoff,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,cameron.brockhoff@jpmorgan.com,,Salesforce
10828487,Inactive Investor,Stanford Baer,First Vice President;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",stanford_baer@ml.com,,Salesforce
10958120,Inactive Investor,Nicholas Davis,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
9557750,,Russ Leonard,,,r.leonard@wellcentrex.com,,List import
9600849,,Michael Genovese,,,mgenovese@flputnam.com,,List import
10617348,,Gina Van Baren,,,gina.vanbaren@ampf.com,,List Import
11121859,Inactive Investor,Andrew Cecil,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
9561755,,Dung Do trung,,,dodungsav@gmail.com,,List import
372940,,Ainsley Rattray,,[Unknown],ainsleyr@gmail.com,,source
10876142,Inactive Investor,Peter Webb,,State Farm VP Management Corp. Rockville MD 15215 Shady Grove Rd,peter.webb.r3nh@statefarm.com,,Salesforce
11118813,Inactive Investor,Ann Schoenberg,Financial Advisor,LPL Financial LLC Fargo ND 2280 45th St S,ann.schoenberg@lpl.com,,Salesforce
11035566,Inactive Investor,John Rockford,,"Raymond James & Associates, Inc.",john.rockford@raymondjames.com,,Salesforce
10898788,Inactive Investor,Jeremy Hilton,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,jeremyhilton@statefarm.com,,Salesforce
10871862,Inactive Investor,Eric Miner,,"MML Investors Services, LLC Ladera Ranch CA 999 Corporate Dr",edminer@financialguide.com,,Salesforce
1005732,Inactive Investor,Brian William Chung,,TBD,brianwchung@gmail.com,7209389754,
10975589,Inactive Investor,Kevin Stepuszek,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",kevin.stepuszek@northerntrust.com,,Salesforce
11042984,Inactive Investor,Austin Edenfield,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10838123,Inactive Investor,James Sandfort,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,jsandfort@rockco.com,,Salesforce
9622771,,Anvesh Rangrej,,,anvesh.rangrej@gmail.com,,List import
10979513,Inactive Investor,Erica Dominguez,,J.P. Morgan Securities LLC Temecula CA 32105 State Hwy 79,erica.dominguez@jpmorgan.com,,Salesforce
1006040,Inactive Investor,Daniel Rascoe,,Secondary Investor Emails,daniel.us@protonmail.ch,,
11178927,Inactive Investor,Stefan Mahadeo,,J.P. Morgan Securities LLC New York NY 51 W 51st St,stefan.mahadeo@jpmorgan.com,,Salesforce
10814122,Inactive Investor,Bernard Lau,Client Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",bernard_lau@ml.com,,Salesforce
11048810,Inactive Investor,Brett Roper,Relationship Manager,Rembert Pendleton Jackson,brett@rpjadvisors.com,,Salesforce
9544304,,Kenneth Clinkscale,,,clinksk@gmail.com,,List import
9565253,,Louise Monahan,,,lmonahan@focusfinancial.com,,List import
11055857,Inactive Investor,Shannon Smithwick,Investment Advisor Representative;Partner,"Osaic Wealth, Inc. Rockledge FL 3188 Suntree Blvd",,,Salesforce
238013,, -,,[[Unknown]],akizatrading@gmail.com,,
11206423,Inactive Investor,Angelika Mercado,,Fidelity Brokerage Services LLC,,,Salesforce
11217853,,Sophia Digesualdo,,,sophia.digesualdo@jpmorgan.com,,List Import
9633220,,Eneko Knorr,,,enekok@me.com,,List import
1004577,Inactive Investor,Kyle Textor,,Kyle Textor,ktextor279@gmail.com,,Organic Search
10880885,Inactive Investor,Joseph Hadsell,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",joseph.hadsell@rbc.com,,Salesforce
10832507,Inactive Investor,Christopher Sullivan,Financial Advisor,"Ameriprise Financial Services, LLC Fremont NE 509 N D St",christopher.j.sullivan@ampf.com,,Salesforce
10761713,Inactive Investor,Vincent Daigneault,Financial Advisor;Senior Vice President,Morgan Stanley Brea CA 10 Pointe Dr,vincent.daigneault@morganstanley.com,,Salesforce
10759057,Inactive Investor,Michael Strosnider,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Financial Planning Specialist;Global Sports and Ente,Morgan Stanley Marco Island FL 928 N Collier Blvd,kent.strosnider@morganstanley.com,,Salesforce
11128573,Inactive Investor,William Yates,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",bill.w.yates@ml.com,,Salesforce
10903428,Inactive Investor,Durron Bell,,"Wells Fargo Clearing Services, LLC Citrus Heights CA 6047 Sunrise Blvd",durron.bell@wellsfargo.com,,Salesforce
11096019,Inactive Investor,Marc Wishkoff,Head - Business Development;Senior Managing Director,Chevy Chase Trust Company,mwishkoff@chevychasetrust.com,,Salesforce
11111805,Inactive Investor,Shaun Rowles,Senior Vice President - Wealth Management,UBS Financial Services Inc. Franklin TN 6100 Tower Cir,shaun.rowles@ubs.com,,Salesforce
11118002,Inactive Investor,Jeremy Folk,Financial Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10237 W Lincoln Hwy",jeremy.folk@ampf.com,,Salesforce
9592158,,Nathalie Wuta,,,wutanathalie@yahoo.fr,,List import
11105730,Inactive Investor,Alana Oplawski,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",,,Salesforce
10924767,Inactive Investor,Kenneth Scott,,"Voya Financial Advisors, Inc. Tampa FL 2202 NW Shore Blvd",ken.scott@voya.com,,Salesforce
11218592,,Steven Sabol,,,steven.sabol@ampf.com,,Other
11011573,Inactive Investor,Andrew Eaton,,"Cambridge Investment Research, Inc. Quincy IL 201 S 5th St",,,Salesforce
10618719,,Brian Mulberry,,,bmulberry@zacks.com,,List import
10933338,Inactive Investor,James Keller,,Goldman Sachs & Co.,,,Salesforce
10764412,Inactive Investor,Wilson Ma,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 725 Irving St",wilson.ma@wellsfargo.com,,Salesforce
10989409,Inactive Investor,Carlos Figueroa,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,carlos.figueroa@primerica.com,,Salesforce
10780993,Inactive Investor,Daren Epley,Financial Advisor;Financial Planning Specialist;Managing Director,Morgan Stanley Peoria IL 401 Main St,daren.f.epley@morganstanley.com,,Salesforce
10837461,Inactive Investor,John Turman,Chief Compliance Officer;Owner;Principal,"Turman Financial Group, LLC Corvallis OR 660 NW Harrison Blvd",john@turmanfinancial.com,,Salesforce
10541367,,Jimmy Young,,,jimmyoungsyd@gmail.com,,Web Form Fillout
10910373,Inactive Investor,Jonathan McKenzie,,LPL Financial LLC Salt Lake City UT 111 S Main St,jonathan.mckenzie@lpl.com,,Salesforce
10944306,Inactive Investor,Carrie Adamski,Financial Advisor,The Huntington Investment Company Mentor OH 9100 Mentor Ave,carrie.adamski@huntington.com,,Salesforce
223502,,Bruce Goldberg,CEO/Founder,Goldberg Group,bruce@goldberggrp.com,,
10803952,Inactive Investor,Jack Stonebraker,Financial Advisor,Edward Jones Casa Grande AZ 1609 E Florence Blvd,jack.stonebraker@edwardjones.com,,Salesforce
10985683,Inactive Investor,Nadia Abu-Gheida,,"Allstate Financial Services, LLC Westlake Village CA 32107 Lindero Canyon Rd",nadiaabugheida@allstate.com,,Salesforce
10990411,Inactive Investor,Sintia Raymond,,PFS Investments Inc. Houston TX 505 N Sam Houston Pkwy E,sintia.raymond@primerica.com,,Salesforce
10853225,Inactive Investor,Jeffrey Zavoda,Financial Advisor,Edward Jones Harrisburg PA 4400 Derry St,jeff.zavoda@edwardjones.com,,Salesforce
11104190,Inactive Investor,Andrew Jostworth,Investment Specialist,"Ameriprise Financial Services, LLC Fort Mitchell KY 740 Centre View Blvd",andrew.jostworth@ampf.com,,Salesforce
10877042,Inactive Investor,John Akoury,Investment Advisor,Park Avenue Securities LLC Topsfield MA 58 Main St,john_akoury@glic.com,,Salesforce
11009227,Inactive Investor,Christian Hauter,,NYLIFE Securities LLC Mission Viejo CA 26050 Acero,chauter@ft.newyorklife.com,,Salesforce
11063705,Inactive Investor,Shauton Anderson,,PFS Investments Inc. Carson CA 1145 E Dominguez St,sanderson@primerica.com,,Salesforce
11103316,Inactive Investor,Andrei Junge,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",andrei.junge@prudential.com,,Salesforce
11168924,Inactive Investor,Hisashi Sano,Financial Advisor,"Pruco Securities, LLC. Pleasant Hill CA 140 Gregory Ln",hisashi.sano@prudential.com,,Salesforce
11104763,Inactive Investor,Florence Smith,Financial Advisor;Investment Advisor Representative,"Raymond James & Associates, Inc. Chapel Hill NC 101 Glen Lennox Dr",florence.smith@raymondjames.com,,Salesforce
10911787,Inactive Investor,Joseph Sweeney,Chief Compliance Officer;Managing Member;Principal,"Seal Rock Wealth Management, LLC",,,Salesforce
10895757,Inactive Investor,Joseph Benedetti,Financial Advisor,LPL Financial LLC Saint Johns FL Private Residence,joseph.benedetti@lpl.com,,Salesforce
10896585,Inactive Investor,Kevin Montgomery,Financial Professional,LPL Financial LLC Hollywood SC Private Residence,k.montgomery@lpl.com,,Salesforce
10982211,Inactive Investor,Andrew Breasure,,"Truist Investment Services, Inc. Cornelius NC 19315 W Catawba Ave",andrew.breasure@truist.com,,Salesforce
10909993,Inactive Investor,Kevin Lutz,Wealth Advisor,"CreativeOne Securities, LLC Owings Mills MD 100 Painters Mill Rd",,,Salesforce
10940302,Inactive Investor,Andrew Hill,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",,,Salesforce
11098773,Inactive Investor,Daniel Ross,Investment Advisor Representative;Wealth Advisor,"Liberty Wealth Management, LLC Sacramento CA 2009 V St",,,Salesforce
11094601,Inactive Investor,Robert Toth,,"American Portfolios Financial Services, Inc. Boca Raton FL 6751 N Federal Hwy",rtoth@americanportfolios.com,,Salesforce
11056019,Inactive Investor,Rita Abel,Founder,Abel Financial Management Co.,rabel@abel-financial.com,,Salesforce
210908,,dave buckwald,,[Unknown],dave@oneteamfinancial.com,,
11018890,Inactive Investor,Audrey Jammes,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,amjammes@ft.newyorklife.com,,Salesforce
11036393,Inactive Investor,Nyieta Charlot,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10855061,Inactive Investor,Elizabeth Newman,Financial Representative Intern,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",elizabeth.newman@nm.com,,Salesforce
10886270,Inactive Investor,Debra Osifat,Wealth Manager,Commonwealth Financial Network Morrisville PA 15 W Afton Ave,dosifat@commonwealth.com,,Salesforce
11066153,Inactive Investor,Timothy Gupton,,"Avantax Investment Services, Inc.",,,Salesforce
230152,, -,,[[Unknown]],jhair4813@gmail.com,,
11075471,Inactive Investor,George Williams,Chief Compliance Officer;Managing Member,SATX Wealth Management LLC,cwilliams@wcmtexas.com,,Salesforce
9625885,,Rob Park,,,park.rob@gmail.com,,List import
10596595,,Doug Sarkissian,,,doug@guardsmenresources.com,,Web Form Fillout
10657243,,Timothy Hranka,,,timothy.hranka@countryfinancial.com,,List Import
10874000,Inactive Investor,Paul Pollatz,,"The Strategic Financial Alliance, Inc. Mount Pleasant MI 210 Court St",ppollatz@thesfa.net,,Salesforce
11196077,Inactive Investor,Jamie Hoch,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nottingham MD 7912 Belair Rd",jamie.hoch@ml.com,,Salesforce
10957944,Inactive Investor,Ji Hae Oh,,Citigroup Global Markets Inc.,,,Salesforce
10893325,Inactive Investor,Heather Shaw,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",,,Salesforce
10901210,Inactive Investor,Andrew Lenda,Vice President,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",,,Salesforce
73909,,Alan Metz,Financial Consultant,Thrivent Investment Management Inc.,alan.metz@thrivent.com,800-964-2284,
10805912,Inactive Investor,Nicholas Garramone,Financial Advisor,Edward Jones Duluth MN 2820 Piedmont Ave,nick.garramone@edwardjones.com,,Salesforce
11177285,Inactive Investor,Lindsey Coe,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10791629,Inactive Investor,Robert Newman,Senior Advisor,"Aperio Group, LLC",bnewman@aperiogroup.com,,Salesforce
11052733,Inactive Investor,George Greer,Investment Advisor,"Sheeley & Partners Wealth Management, LLC",george@sheeleypartners.com,,Salesforce
9590192,,Timothy Slavin,,,timothy.slavin@broadridge.com,,List import
11003476,Inactive Investor,Amanda Ponce,,J.P. Morgan Securities LLC El Paso TX 12244 Montana Ave,,,Salesforce
10847910,Inactive Investor,Mark Vander Veen,Business Development Associate;Retirement Planning Counselor,Morgan Stanley Cockeysville MD 303 International Cir,mark.vanderveen@morganstanley.com,,Salesforce
4226380,,Jori Matthijssen,,,jori88@gmail.com, +14038182251,Web form fillout
7472709,,Andreea Martin,,,andreea@varlog.com,,Web form fillout
9542260,,Don Stanner,,,djstanner@gmail.com,,List import
10762778,Inactive Investor,Mark Thorndyke,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",mark_w_thorndyke@ml.com,,Salesforce
4508364,,Albert Roberto,,,elvirapink@putrajayabaya.skom.id,,Web Form Fillout
10506098,,Justin Briscoe,Financial Advisor,Edward Jones,justin.briscoe@edwardjones.com,909-287-6196,List import
11064632,Inactive Investor,Timothy Smith,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
170464,,Bong Go,,[Unknown],bonggo@gmail.com,,Organic Search
10611822,,Peter Purcell,Wealth Management Advisor,,pepurcell@tiaa.org,,List Import
10876836,Inactive Investor,Jaime Carmona,Financial Advisor,LPL Financial LLC Wake Forest NC Private Residence,jaime.carmona@lpl.com,,Salesforce
9567300,,Amos Goh,,,gohjiashengamos@gmail.com,,List import
10797673,Inactive Investor,Jason Lail,Associate Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hickory NC 205 2nd St NW",jason_lail@ml.com,,Salesforce
10778319,Inactive Investor,Zachary Hancock,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",clay.hancock@ml.com,,Salesforce
346930,,Daniel Budde,Senior Managing Director,Manulife Investment Management Private Markets (us,dbudde@jhancock.com,617-572-0693,Manual List Upload
10998471,Inactive Investor,Michael Burrell,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,mburrell@primerica.com,,Salesforce
10898291,Inactive Investor,Izabella Wszolek,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,izabella.wszolek@ubs.com,,Salesforce
10900586,Inactive Investor,Jessica Wood,Financial Advisor;Financial Planning Specialist,Morgan Stanley Augusta GA 1 10th St,jessica.wood@morganstanley.com,,Salesforce
9614823,,Joaquina Diaz,,,joaquidiaz@hotmail.com,,List import
10796046,Inactive Investor,Christopher Dougall,President;Regulatory Contact,Dunnavan & Co.,,,Salesforce
11195129,Inactive Investor,Kevin Toler,Managing Member;Managing Principal;Partner;Private Wealth Advisor,Hill Island Financial LLC,kevin@hillislandfinancial.com,,Salesforce
10875042,Inactive Investor,Casey Johnson,Financial Professional,"MML Investors Services, LLC Fort Lauderdale FL 8151 Peters Rd",,,Salesforce
11016970,Inactive Investor,Paul Eichman,Chief Compliance Officer;Financial Advisor;Principal,Oaktree Advisors LLC,,,Salesforce
10814798,Inactive Investor,Brian Gill,,State Farm VP Management Corp. Huntington NY 18 W Carver St,brian.gill.gj0c@statefarm.com,,Salesforce
9589399,,Craig Horwitz,,,hhco@flash.net,,List import
10806042,Inactive Investor,Steven Vermeer,Regional Vice President,PFS Investments Inc. Pella IA 713 E 1st St,steven.vermeer@primerica.com,,Salesforce
9560232,,Ashley Gragtmans,,,awoodring@parsecfinancial.com,,List import
10886377,Inactive Investor,Stuart Smick,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
1006171,Inactive Investor,Alex Jones,,TBD,gehace8323@hhmel.com, +13001002320,
11159940,Inactive Investor,David Yoshioka,Financial Advisor;Managing Director;Wealth Advisor,Highline Wealth Partners,dyoshioka@highlinewp.com,,Salesforce
11173348,Inactive Investor,Gary Smith,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",gary_smith1@ml.com,,Salesforce
9612500,,James DeYoung,,,jamie@goudyparkcapital.com,,List import
9563988,,Ann Thibodeau,,,athibodeau@bridgewateradv.com,,List import
230689,, -,,[[Unknown]],mawaid@yahoo.com,,
11081849,Inactive Investor,Donald Suriano,Director,"Synovus Securities, Inc. Orlando FL 8910 Conroy Windermere Rd",donaldsuriano@synovus.com,,Salesforce
10899441,Inactive Investor,Alexander Korniyenko,,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,aleksandr.x.korniyenko@chase.com,,Salesforce
11033697,Inactive Investor,Katherine Spearman,,"Madison Avenue Securities, LLC Clover SC 1474 Hwy 55 E",,,Salesforce
9634261,,Jamaal Johnson,,,jamaalrjohnson@gmail.com,,List import
11155340,Inactive Investor,Elaine Agather,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,elaine.b.agather@jpmorgan.com,,Salesforce
8481142,,Bevrly Breaux,,Law Offices of BLBreaux,bevbreaux@earthlink.net,713789161,List Import
9630967,,Andreas Hoffmann,,,grayscale@theafh.net,,List import
11177976,Inactive Investor,Mitchell Doppelt,Investment Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mitchell.k.doppelt@jpmorgan.com,,Salesforce
10955687,Inactive Investor,Chad Dilday,Financial Advisor,LPL Financial LLC Bentonville AR 1104 SW 2nd St,chad.dilday@lpl.com,,Salesforce
10917586,Inactive Investor,Jeffrey Youngs,,"First Command Brokerage Services, Inc.",jdyoungs@firstcommand.com,,Salesforce
10993552,Inactive Investor,Amir Modarres,Private Client Banker,J.P. Morgan Securities LLC New York NY 2540 Broadway,amir.modarres@jpmorgan.com,,Salesforce
11104338,Inactive Investor,Michael Brennan,Chairman;Chief Compliance Officer;Financial Advisor;Managing Principal;Owner,Brennan Capital Management LLC,,,Salesforce
9568001,,Michael Bria,,,mikebria@sbcglobal.net,,List import
10767999,Inactive Investor,Laura Van Peenan,,William Blair,lvanpeenan@williamblair.com,,Salesforce
11073002,Inactive Investor,Casey Tear,,J.P. Morgan Securities LLC Portland OR 2364 W Burnside St,casey.tear@jpmorgan.com,,Salesforce
10998771,Inactive Investor,Michael Diaz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11124762,Inactive Investor,Katie Wong,,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,katie.wong@us.hsbc.com,,Salesforce
11157939,Inactive Investor,Donald Peterson,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,dpeterson12@ft.newyorklife.com,,Salesforce
10796180,Inactive Investor,Scott Wilcox,Financial Advisor,"Ameriprise Financial Services, LLC Thousand Oaks CA 250 N Westlake Blvd",scott.a.wilcox@ampf.com,,Salesforce
11185401,Inactive Investor,Manuel Gutierrez,Chief Compliance Officer;Chief Financial Officer;Senior Vice President,Genter Advisors LLC,mgutierrez@rncgenter.com,,Salesforce
10793411,Inactive Investor,Prem Saini,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,prem.saini@primerica.com,,Salesforce
9590067,,Roderick Hostetler,,,rhostetler@cambiar.com,,List import
9574465,,Christopher Hayes,,,christopher.hayes@53.com,,List import
10885474,Inactive Investor,Sarah Kotys,Chief Financial Officer,Kotys Wealth Professionals Valparaiso IN 175 Lincolnway,sarah@kotyswealthpro.com,,Salesforce
11188403,Inactive Investor,Mark Ruark,Financial Advisor,Edward Jones Chanhassen MN 600 Market St,mark.ruark@edwardjones.com,,Salesforce
11011112,Inactive Investor,Jesse Erickson,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",jesse.erickson@nm.com,,Salesforce
344648,,Keith Kowalczyk,Member & Vice President,"Ekon Advisors, Llc",keith.kowalczyk@ekonadvisors.com,314-367-6327,Manual List Upload
10847154,Inactive Investor,Jennifer Chatterton,,B. Riley Wealth Management Ocala FL 2603 SE 17th St,jchatterton@brileywealth.com,,Salesforce
11113013,Inactive Investor,Denise Henk,,"Frost Brokerage Services, Inc.",denise.henk@frostbank.com,,Salesforce
10856578,Inactive Investor,Josh Riekena,,Country Capital Management Company Peoria IL 5408 W Landens Way,josh.riekena@countryfinancial.com,,Salesforce
10780083,Inactive Investor,Allen Johnson,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
10803396,Inactive Investor,Janice Henderson,Chief Compliance Officer;Chief Executive Officer;Treasurer,Law & Associates Inc,janice@lawandassociates.com,,Salesforce
10971288,Inactive Investor,Ayesha Naseem,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Spokane WA 818 W Riverside Ave",,,Salesforce
11162134,Inactive Investor,Jordan St Jean,,"Voya Financial Advisors, Inc.",jordan.st-jean@voya.com,,Salesforce
11035164,Inactive Investor,Lyudmyla Baranov,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11184715,Inactive Investor,James Werner,,"Halliday Financial, LLC",jwerner@hallidayfinancial.com,,Salesforce
9634967,,Elina Belyayeva,,,elinab@omega-financial.com,,List import
11173230,Inactive Investor,David Spak,Financial Advisor,Edward Jones Bullhead City AZ 2580 Hwy 95,david.spak@edwardjones.com,,Salesforce
9595533,,Jisu Cha,,,wltnck8573@naver.com,,List import
10990805,Inactive Investor,Veronica Curry,,PFS Investments Inc. Sacramento CA 1321 Howe Ave,vcurry@primerica.com,,Salesforce
10658552,,Susan Bronzell,,,sbronzell@rwbaird.com,,List Import
10898812,Inactive Investor,Charles Robshaw,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,charles.robshaw@primerica.com,,Salesforce
10992229,Inactive Investor,Robert Hairston,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",robert.hairston@bankerslife.com,,Salesforce
10823786,Inactive Investor,Samuel Valentin,,PFS Investments Inc. Bayamon PR 3-B-32 Avenida Nogal,samuel.martinezvalentin@primerica.com,,Salesforce
11020910,Inactive Investor,Amber Sams,,PFS Investments Inc.,amber.sams@primerica.com,,Salesforce
337515,,Mike Johnson,Financial Planner,"N.e.w. Advisory Services, Llc",mike@johnsonwealth.net,920-712-7800,Manual List Upload
2808351,,Sameer Ansari,,,sameersjchbcl@gmail.com,,
10978471,Inactive Investor,Christopher Bettonville,Associate Wealth Advisor;Portfolio Advisor,"Claris Advisors, LLC",cbettonville@claris-advisors.com,,Salesforce
11153262,Inactive Investor,Xiuyuan Li,Financial Advisor,Edward Jones Seattle WA 19270 Aurora Ave N,,,Salesforce
10804665,Inactive Investor,William Taylor,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
10789620,Inactive Investor,Justin Nevitt,Senior Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",justin.nevitt@schwab.com,,Salesforce
9598748,,M D,,,info2206@cox.net,,List import
11103347,Inactive Investor,Patrick Bello,,GWN Securities Inc. Wayne PA 940 W Valley Rd,pbello@gwnsecurities.com,,Salesforce
11037191,Inactive Investor,Dominick Chicago,Financial Professional,"Osaic Institutions, Inc. Fort Myers FL 8695 College Pkwy",,,Salesforce
11146533,Inactive Investor,Clay Brooks,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;President;Principal,Abound Wealth Strategies,,,Salesforce
341551,,Peter Stone,Chief Financial Officer,Columbia Threadneedle Investments,peter.stone@threadneedle.co.uk,050-00-,Manual List Upload
10931008,Inactive Investor,Matthew Heward,,"Transamerica Financial Advisors, Inc Orem UT 493 S Orem Blvd",matt.heward@tfaconnect.com,,Salesforce
9622813,,Ruben German,,,ragerman1@aol.com,,List import
11114036,Inactive Investor,Michael Jarvis,,Cetera Advisor Networks LLC McKinney TX 8951 Collin McKinney Pkwy,,,Salesforce
11189349,Inactive Investor,Stephen Horrell,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 14624 N Scottsdale Rd",,,Salesforce
11110377,Inactive Investor,Kizzy Sims,,PFS Investments Inc. Chester NY 1108 Kings Hwy,ksims@primerica.com,,Salesforce
10864933,Inactive Investor,Maribel Perez,Senior Relationship Manager,"Principal Securities, Inc. Rockaway NJ Private Residence",perez.maribel@principal.com,,Salesforce
10964531,Inactive Investor,Matthew Bastis,,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",,,Salesforce
10941175,Inactive Investor,William Vese,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11127245,Inactive Investor,Charles Smithers,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,charles.smithers@ubs.com,,Salesforce
11147488,Inactive Investor,Ashlyn Arett,Financial Advisor,Morgan Stanley Green Bay WI 111 N Washington St,ashlyn.arett@morganstanley.com,,Salesforce
11198603,Inactive Investor,Chris Folgmann,Owner,Folgmann Financial Group LLC,,,Salesforce
10400918,,Giuseppe Falvo,,,ingfalvo@gmail.com,,Web Form Fillout
346934,,Dana Colon,Research Assistant,"Sandalwood Securities, Inc.",dc@sandalwoodsecurities.com,973-233-8800,Manual List Upload
10797728,Inactive Investor,Victor Fiano,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Greensburg PA 530 Pellis Rd",victor.m.fiano@wellsfargoadvisors.com,,Salesforce
8480996,,justin schreiber,,td ameritrade,justin.schreiber@tdameritrade.com,,List Import
10907112,Inactive Investor,Blake Street,Chief Investment Officer;Founding Partner;Managing Member;Owner;Regulatory Contact,"Warren Street Wealth Advisors, LLC",blake@warrenstreetwealth.com,,Salesforce
10992356,Inactive Investor,Aaron Farver,,MWA Financial Services Inc. Lincoln NE 201 N 8th St,aaron.c.farver@mwarep.org,,Salesforce
11109641,Inactive Investor,Brian Slattery,,LPL Financial LLC Albany NY 1843 Western Ave,brian.slattery@lpl.com,,Salesforce
11136845,Inactive Investor,Gregory Gunderson,,"Cambridge Investment Research, Inc. New Braunfels TX 193 Keith Foster Dr",,,Salesforce
10778359,Inactive Investor,Joel Javer,Chief Compliance Officer;President;Principal,Sharkey Howes & Javer Inc,,,Salesforce
11169074,Inactive Investor,Maram Nashar,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,mnashar@ft.newyorklife.com,,Salesforce
11166272,Inactive Investor,Tana Lee,,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
10926394,Inactive Investor,Zachary Bock,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,zachary.bock@fidelity.com,,Salesforce
10799875,Inactive Investor,Kenneth White,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kenneth.m.white@ubs.com,,Salesforce
10926825,Inactive Investor,Eric Stroehle,,"Osaic Wealth, Inc. Oakville CT Private Residence",,,Salesforce
10794362,Inactive Investor,Sammi Goldstein,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,sammi.goldstein@fmr.com,,Salesforce
10961963,Inactive Investor,Connor Joy,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,connor.joy@fidelity.com,,Salesforce
10952575,Inactive Investor,Samantha Groppe,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11005763,Inactive Investor,Danielle Duncan,Licensed Insurance Agent,PFS Investments Inc. Jacksonville FL 4613 Phillips Hwy,,,Salesforce
9555790,,James Thompson,,,jim.thompson@aicinvest.com,,List import
351887,,Greg Lesoine,Senior Valuation Analyst,Bcas,grl@bcfinance.com,603-668-4353,Manual List Upload
10994729,Inactive Investor,William Cook,Financial Advisor,Edward Jones Monroe GA 155 Bankers Blvd,daniel.cook@edwardjones.com,,Salesforce
7072503,,tyjila sancho,,,kaworan526@maazios.com,,Web Form Fillout
341474,,Gordon Yeager,"Limited Partner, EVP, Chief Risk Officer And Chief Operating Officer",Solus Alternative Asset Management Lp,gyeager@soluslp.com,212-284-4300,Manual List Upload
9579539,,Amos Meron,,,ameron@empyrean.com,,List import
10835676,Inactive Investor,Paul Mandel,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,paul.s.mandel@morganstanley.com,,Salesforce
10846083,Inactive Investor,Kevin Hurst,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10754744,Inactive Investor,Edward Freeman,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",,,Salesforce
219233,,Thomas Murphy,,[Unknown],tomtom5644@gmail.com,,Direct
11182126,Inactive Investor,Mark Pingree,Chief Compliance Officer;Managing Member,"Fog City Advisors, LLC",mark@fogcityadvisors.com,,Salesforce
9555897,,Esteban Endere,,,eendere@acpcapitalmanagement.com,,List import
232885,, -,,[[Unknown]],sebastiaan@wordproof.com,,Organic Search
233033,, -,,[[Unknown]],drbuddy@yahoo.com,,Organic Search
7702805,,sam san,,,tovepis706@momoshe.com,,Web Form Fillout
11160738,Inactive Investor,Bennett Kaplan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,bennett_kaplan@vanguard.com,,Salesforce
10905037,Inactive Investor,Morgan Hyslop,,"Raymond James Financial Services, Inc. Spokane WA 4102 S Regal St",morgan.hyslop@raymondjames.com,,Salesforce
9576372,,Christopher Bush,,,christopher.bush@53.com,,List import
9578953,,Al Palkovich,,,apalkovich@ayco.com,,List import
9578612,,Ann Brown,,,ann.brown@securitiesamerica.com,,List import
124437,,Reid Smith,"Consultant, Mercer Investments",R M Davis Inc,rsmith@rmdavis.com,(207) 774-0022,
11186789,Inactive Investor,Justin Villagracia,,PFS Investments Inc. Sacramento CA 1600 Sacramento Inn Way,justin.villagracia@primerica.com,,Salesforce
11110047,Inactive Investor,William Deprospero,,Mutual of America Securities LLC Westchester IL 4 Westbrook Corporate Ctr,william.deprospero@mutualofamerica.com,,Salesforce
10794597,Inactive Investor,Duane Dorazio,Chief Compliance Officer;Co-Founder;Managing Partner;Partner,"Conestoga Capital Advisors, LLC",ddorazio@conestogacapital.com,,Salesforce
11143132,Inactive Investor,Michael Anderson,,"MML Investors Services, LLC Boston MA 10 Fan Pier Blvd",,,Salesforce
11019672,Inactive Investor,Alex Barnard,,Mutual of America Securities LLC Kirkland WA 10230 NE Points Dr,alex.barnard@mutualofamerica.com,,Salesforce
192382,,Douglas Littlewood,Senior Wealth Advisor,"Hightower Advisors, Llc",dlittlewood@hightoweradvisors.com,312-962-3800,
338531,,George Carleton,Executive Managing Director,C-iii Investment Management Llc,gcarleton@c3cp.com,212-705-5000,Manual List Upload
11164334,Inactive Investor,Kathleen Woods,,LPL Financial LLC Midland MI 2401 Eastlawn Dr,,,Salesforce
10849134,Inactive Investor,Laura Lubbers,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 3347 Eagle Run Dr NE",laura.m.lubbers@ampf.com,,Salesforce
9648383,,Gilad Cohen,,,gilad.cohen@jcapitalex.com,,List import
10612111,,Gregory Keefer,Financial Advisor,,gregory.keefer@morganstanley.com,,List Import
11162561,Inactive Investor,Richard Pflanz,Financial Advisor,Edward Jones Huntingburg IN 431 E 4th St,rick.pflanz@edwardjones.com,,Salesforce
11034793,Inactive Investor,Jeremy Blackburn,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,jeremy.blackburn@lpl.com,,Salesforce
9633488,,Sean Jackson,,,spj1625@gmail.com,,List import
333940,,Matthew Janchar,Managing Director,Berkshire Partners Llc,mjanchar@berkshirepartners.com,617-227-0050,Manual List Upload
11235123,Inactive Investor,Katrina Martin,Investment Committee;Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC O Fallon IL 1405 N Green Mount Rd",katie.martin@vwa-llc.com,,Salesforce
204868,,Brad Williams,"Founding President, CEO, Investment Advisor Representative","Sound Income Strategies, Llc",brad@askbradwilliams.com,954-487-1860,Manual List Upload
10978981,Inactive Investor,Christiana Hamlin,,"Allstate Financial Services, LLC Denver CO 1165 S Pennsylvania St",christianahamlin@allstate.com,,Salesforce
10905570,Inactive Investor,Christopher Canfield,,"Raymond James Financial Services, Inc. Murfreesboro TN 745 S Church St",christopher.canfield@raymondjames.com,,Salesforce
10870187,Inactive Investor,Timothy O'Halloran,President,"Blue Point Financial, Inc.",,,Salesforce
10913283,Inactive Investor,Sean Kearney,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,s.kearney@fi.com,,Salesforce
11221726,,Michael Heneghan,,,michael.heneghan@bernstein.com,,List Import
10895341,Inactive Investor,Karan Sayal,,Fidelity Brokerage Services LLC New York NY 165 Broadway,karan.sayal@fmr.com,,Salesforce
9628144,,David Wolf,,,dpmwolf@gmail.com,,List import
11047459,Inactive Investor,Mathew Roper,Investment Advisor Representative,Lincoln Investment Renton WA 3900 E Valley Rd,mroper@lincolninvestment.com,,Salesforce
1003130,Inactive Investor,Michael Shambon,,Soapstone Management,mshambon@gmail.com,,3rd Party Lead Gen
9631350,,Ashton Hetti,,,ashton.h@gda.fund,,List import
10992777,Inactive Investor,Jairus Cloer,,PFS Investments Inc. Grandview TX 800 E Criner St,jcloer@primerica.com,,Salesforce
9599119,,Christopher Mcdonnell,,,chris@mcdonnellwealth.com,,List import
9633487,,Adam Kelsey,,,adam.kelsey@craig-hallum.com,,List import
11154732,Inactive Investor,Randolf Scritchfield,,"Osaic Wealth, Inc. Damascus MD 26005 Ridge Rd",,,Salesforce
9582842,,Rajah Lomuro,,,fadhionmimi11@yahoo.com,,List import
10825652,Inactive Investor,Brad Whitman,,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
10955678,Inactive Investor,Dennis Prociuk,,Cetera Advisor Networks LLC Addison IL 45 N Church St,,,Salesforce
11110214,Inactive Investor,Pedro Fiuza,Chief Compliance Officer;Chief Executive Officer;Owner,NDure Global LLC,pfiuza@ndureglobal.com,,Salesforce
9606353,,Bill Lee,,,blee@stockmanbank.com,,List import
10661467,,Robin Gerth,,,robin@emccta.com,,List Import
9599091,,John Lynch,,,johnlynch4003@gmail.com,,List import
9568351,,Stephen Colson,,,scolson@massmutual.com,,List import
10992915,Inactive Investor,Jessica Haukedahl,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
9626028,,Andre Mayfield,,,mayfield2111@gmail.com,,List import
11117457,Inactive Investor,Ryan McLaughlin,Market Head,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,ryan.mclaughlin@ubs.com,,Salesforce
352214,,Jane Walsh,,Long Wharf Capital Llc,jane.walsh@longwharf.com,617-250-7260,Manual List Upload
11236669,Inactive Investor,Kent Christensen,Financial Advisor;Partner,Haynie Wealth Management LLC West Valley City UT 1785 W 2300 S,kentc@hayniewealth.com,,Salesforce
11131493,Inactive Investor,Joan Estacio,,PFS Investments Inc. Rancho Mirage CA 71703 Hwy 111,joan.estacio@primerica.com,,Salesforce
9621697,,Adrien Hascour,,,adrien.hascour@gmail.com,,List import
10761195,Inactive Investor,Kurt Dressler,,"Capital Investment Brokerage, Inc.",kdressler@capital-invest.com,,Salesforce
9613208,,David Fording,,,dfording@williamblair.com,,List import
9618119,,Irwin Smith,,,ismith@nakomacapital.com,,List import
10906059,Inactive Investor,David Kielsmeier,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11218635,,Nadir Sezgin,,,nsezgin@andrewgarrett.com,,Other
11156997,Inactive Investor,Richard Mccarthy,Co-Portfolio Manager;Founding Partner;Member;Portfolio Manager,16th Amendment Advisors LLC,,,Salesforce
10774023,Inactive Investor,Donald Coulter,Financial Advisor;Senior Vice President,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,donald.coulter@morganstanley.com,,Salesforce
11051132,Inactive Investor,Kevin O'Gara,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",kevin.ogara@nm.com,,Salesforce
11049920,Inactive Investor,Micah Dixon,Associate Director,"Transamerica Financial Advisors, Inc Bardstown KY 1000 Granite Dr",micah.dixon@tfaconnect.com,,Salesforce
11137792,Inactive Investor,Taylor Bessner,,J.P. Morgan Securities LLC Austin TX 12713 Shops Pkwy,taylor.bessner@jpmorgan.com,,Salesforce
10950249,Inactive Investor,Melinda Lee,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11123449,Inactive Investor,Dylan Miyasaki,Operations Manager,"Ameriprise Financial Services, LLC Seattle WA 723 Broadway E",dylan.miyasaki@ampf.com,,Salesforce
10931187,Inactive Investor,Zachary Hamilton,,"Lion Street Financial, LLC Bellevue WA 500 108th Ave NE",zhamilton@lionstreet.com,,Salesforce
10988618,Inactive Investor,Mardie Dotseth,Lead Advisor,"Soltis Investment Advisors, LLC",mardie@soltisadvisors.com,,Salesforce
11130767,Inactive Investor,Rob Tehrani,,J.P. Morgan Securities LLC Walnut Creek CA 2819 Ygnacio Valley Rd,rob.tehrani@jpmorgan.com,,Salesforce
9560793,,Christopher Maclennan,,,christopher.maclennan@securitiesamerica.com,,List import
240593,,Jirachaikitti Derek,,[Unknown],derekjirachaikitti@gmail.com,,Event
214973,,Michael Hutchinson,Financial Advisor,Eagle Strategies LLC,mchutchinson@ft.newyorklife.com,,
10924975,Inactive Investor,Jean Nishihara,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,jnishihara@primerica.com,,Salesforce
10785945,Inactive Investor,John Serpe,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.c.serpe@jpmorgan.com,,Salesforce
10750505,Inactive Investor,Georgios Psomas,,Trade Capital Markets (TCM) North America LLC Strovolos 148 Strovolos Ave,,,Salesforce
10862908,Inactive Investor,Jeffrey Bulger,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",jbulger@truist.com,,Salesforce
11040782,Inactive Investor,Pondre Davis,,PFS Investments Inc. Carson CA 454 E Carson Plaza Dr,pondredavis@primerica.com,,Salesforce
9585271,,David Gabree,,,gabree_d@bellsouth.net,,List import
11218926,,William Bachert,,,wbachert@usafinancial.com,,Other
11051921,Inactive Investor,Parke Blundon,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eugene OR 800 Willamette St",parke.blundon@ml.com,,Salesforce
10949870,Inactive Investor,Jayson Chick,,Vanguard Marketing Corporation,jayson_chick@vanguard.com,,Salesforce
10942746,Inactive Investor,Daniel Bellet,,LPL Financial LLC Nashville TN 20 Burton Hills Blvd,daniel.bellet@lpl.com,,Salesforce
10906494,Inactive Investor,Brian Sutton,Financial Advisor,Edward Jones Gladstone OR 820 Portland Ave,brian.sutton@edwardjones.com,,Salesforce
11013459,Inactive Investor,Jane Meyer,,"Pruco Securities, LLC. Centralia IL 435 S Elm St",jane.meyer@prudential.com,,Salesforce
11024200,Inactive Investor,Bernadette Daun,,State Farm VP Management Corp. Fond Du Lac WI 409 S Main St,bernadette.daun.lb88@statefarm.com,,Salesforce
10932502,Inactive Investor,Justin Johnson,Financial Advisor,Edward Jones Baraboo WI 123 2nd St,justin.johnson2@edwardjones.com,,Salesforce
11075972,Inactive Investor,Bryan Henrick,Vice President,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,bryan.henrick@jpmorgan.com,,Salesforce
11211241,Inactive Investor,James Valenti,,"Wells Fargo Clearing Services, LLC",,,Salesforce
370408,,Amir Keren,,CONFORTO LIMITED,amir@keren.name,544497649,Google Natural Search
11201288,Inactive Investor,Monica Busch,,"J.W. Cole Financial, Inc. Buffalo NY Private Residence",busch.investments@jwcemail.com,,Salesforce
11084386,Inactive Investor,Wendy Hammond,,LPL Financial LLC Reno NV 10599 Double R Blvd,wendy.hammond@lpl.com,,Salesforce
10759732,Inactive Investor,Todd DiScala,International Wealth Advisor;Managing Director - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",todd_discala@ml.com,,Salesforce
10985180,Inactive Investor,Stephen Lawandy,,Adelphi Stock Brokers New York NY 575 5th Ave,,,Salesforce
10953400,Inactive Investor,Jordan Casillas Amador,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
11122834,Inactive Investor,Jason Stahl,Financial Professional,LPL Financial LLC Griffith IN 237 N Broad St,jason.r.stahl@lpl.com,,Salesforce
11163300,Inactive Investor,Erin Hempelman,,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,erin.hempelman@lpl.com,,Salesforce
10612130,,Benjamin Davis,"Financial Advisor, Senior Director - Investments",,ben.davis@opco.com,,List Import
11254509,Inactive Investor,Karen Formby-Hernandez,,Nationwide Planning Associates Inc. San Juan PR 268 Ave Munoz Rivera,,,Salesforce
10965625,Inactive Investor,Michael Bergland,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
9646661,,Ning Ni,,,nining@gmail.com,,List import
10967761,Inactive Investor,Stuart Reckord,Client Specialist,"First Horizon Advisors, Inc. Memphis TN 5931 Stage Rd",ssreckord@ftbadvisors.com,,Salesforce
10846799,Inactive Investor,Arti Mehta,,J.P. Morgan Securities LLC Carlsbad CA 699 Grand Ave,arti.mehta@jpmorgan.com,,Salesforce
10974517,Inactive Investor,Bobby Hartley,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,bobby.hartley.u295@statefarm.com,,Salesforce
10822770,Inactive Investor,Gian Paolella,,LPL Financial LLC Morristown NJ 130 Washington St,gian.paolella@raymondjames.com,,Salesforce
10899960,Inactive Investor,Phyllis Lowe,,"TIAA-CREF Individual & Institutional Services, LLC Rockville MD 11810 Grand Park Ave",,,Salesforce
9631683,,Blake Peterson,,,bla@grr.la,,List import
10764680,Inactive Investor,Amy Gibson,Senior Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,,,Salesforce
229410,, -,,[[Unknown]],randybarenburg@msn.com,,
10860644,Inactive Investor,Mark Lehrkamp,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Simons Island GA 103 Main St",mark.lehrkamp@ml.com,,Salesforce
10807020,Inactive Investor,John Kearney,Managing Director;Resident Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oxnard CA 300 E Esplanade Dr",j_kearney@ml.com,,Salesforce
9614340,,Fang Zhou,,,fang.zhou@paml.ca,,List import
10979075,Inactive Investor,Daisy Mujica,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,dmujica@primerica.com,,Salesforce
11046416,Inactive Investor,Steven Glenn,Financial Advisor,"MML Investors Services, LLC Fleming Island FL Private Residence",sglenn@financialguide.com,,Salesforce
11155562,Inactive Investor,William Schantz,,"M Holdings Securities, Inc. Allentown PA 600 Hamilton St",william.schantz@mfin.com,,Salesforce
11153436,Inactive Investor,Kelvin Chen,,"Cambridge Investment Research, Inc. Livonia MI 15431 Middlebelt Rd",,,Salesforce
9645933,,Evan Saunders,,,saundersevan44@gmail.com,,List import
11035620,Inactive Investor,Troy Teitsma,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",troy.teitsma@ml.com,,Salesforce
11061414,Inactive Investor,Mark Swingle,Chief Compliance Officer;Managing Partner;Principal,Westfield Financial Planning,mark@westfieldfinancialplanning.com,,Salesforce
11077157,Inactive Investor,Sean Rose,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",sean.rose@bankerslife.com,,Salesforce
9568551,,Phillip Whitehead,,,prwhitehead@ft.newyorklife.com,,List import
236499,, -,,[[Unknown]],jquarterman66@gmail.com,,
10892227,Inactive Investor,Arifa Forbes,,"Wells Fargo Clearing Services, LLC Valencia CA 24301 Magic Mountain Pkwy",arifa.forbes@wellsfargoadvisors.com,,Salesforce
165760,,Juan L Aristizabal,,[Unknown],jl.aristizabal@icloud.com,,
10820947,Inactive Investor,Mariano Pinto,Financial Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. New York NY 460 Park Ave,mariano.pinto@citi.com,,Salesforce
56220,,Luis Rosa,Founder/Financial Planner,Build a Better Financial Future LLC,luis@buildabetterfinancialfuture.com,646-397-6292,
372191,,arshad rajper,,United States,arshadrajper.msi@gmail.com,,Salesforce
11029210,Inactive Investor,Scott Leddy,,Jefferies LLC,sleddy@jefferies.com,,Salesforce
10775913,Inactive Investor,David Braun,Senior Vice President,Morgan Stanley New York NY 1585 Broadway,david.braun@morganstanley.com,,Salesforce
11255320,Inactive Investor,Brian Short,Senior Wealth Advisor,Spectrum Wealth Management,bshort@spectrum-mgmt.com,,Salesforce
10889072,Inactive Investor,James Casey,Branch Manager,LPL Financial LLC Hamilton MI Private Residence,james.casey@lpl.com,,Salesforce
9587388,,Emma Rodriguez-ayala,,,emma.rodriguez-ayala@lgima.com,,List import
10968286,Inactive Investor,Benjamin Posin,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9595880,,Samuel Koopman,,,skoopman@bahl-gaynor.com,,List import
9646725,,?? ?,,,610170594@qq.com,,List import
9633753,,Santiago Romero,,,santiago.romero33@gmail.com,,List import
10808935,Inactive Investor,Richard Myers,,Morgan Stanley Columbus OH 4449 Easton Way,richard.myers@morganstanley.com,,Salesforce
11148132,Inactive Investor,Julie Bortner,Senior Regional Leader,PFS Investments Inc. York PA 4188 Lincoln Hwy,julie.bortner@primerica.com,,Salesforce
10962629,Inactive Investor,Kelly Klingaman,Chief Compliance Officer;Financial Planner;Founder;President,Kelly Klingaman Financial Planning LLC,,,Salesforce
9614224,,Brian Pultman,,,brian@correctcap.com,,List import
11046977,Inactive Investor,Rhondi Sandblom,Member,"ClearView Investment Partners, LLC",rhondi@cviewip.com,,Salesforce
214549,,Ezgi Ceylan Ozdemir,,United States,ceylan@lincolndynamicgroup.com,,
10976103,Inactive Investor,Michael Moulton,,"Robinhood Financial, LLC",,,Salesforce
10961617,Inactive Investor,Mason Heeg,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9547577,,Brian King,,,brian.king878@gmail.com,,List import
9645022,,Andrew Shapiro,,,andrew@coastwisetradeadvisors.com,,List import
9625546,,Michael Duke,,,michael.duke@live.co.uk,,List import
11031936,Inactive Investor,Dustyn Debernardo,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,,,Salesforce
11026298,Inactive Investor,George Smith,,Stonex Securities Inc. Agua Dulce CA Private Residence,gar.smith@saswealth.com,,Salesforce
11194194,Inactive Investor,Lyndsae Hunter,Private Wealth Management Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,lyndsae.hunter@morganstanley.com,,Salesforce
11062343,Inactive Investor,Eric Domingues,Investment Advisor Representative,RetirementAdvice | JKA,eric@jackkeeter.com,,Salesforce
9556289,,Kayne Correa,,,kayne.c.correa@gmail.com,,List import
168666,,N L,,[Unknown],nicco.lupo05@gmail.com,,Organic Search
11236702,Inactive Investor,Chandler Tso,Financial Advisor,"Kelsey Financial, LLC Albany OR Private Residence",chandler@kelseyfinancial.net,,Salesforce
10956043,Inactive Investor,George Trinh,,"Wells Fargo Clearing Services, LLC San Jose CA 130 Blossom Hill Rd",george.trinh@wellsfargo.com,,Salesforce
10792108,Inactive Investor,Dale Baldwin,Investment Advisor Representative,"Osaic Wealth, Inc. Missoula MT 2419 Mullan Rd",,,Salesforce
11142539,Inactive Investor,Jacob Salzman,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",jake.salzman@rbc.com,,Salesforce
10763016,Inactive Investor,Robert Wochele,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Doylestown PA 14 E Court St,bob.wochele@opco.com,,Salesforce
10787030,Inactive Investor,Robert Burnam,,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",bburnam@bokf.com,,Salesforce
11136721,Inactive Investor,Sandra Gordon,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,sandra.reck@morganstanley.com,,Salesforce
10904687,Inactive Investor,Jeremy Noel,Financial Advisor,Edward Jones Warrenton VA 559 Frost Ave,jeremy.noel@edwardjones.com,,Salesforce
10897118,Inactive Investor,Jeffrey Connolly,Portfolio Manager;Research Analyst,"East End Financial Group, Inc.",jconnolly@eefgcorp.com,,Salesforce
10464922,,Brian Muigai,,,gbriandollz@gmail.com,,Web Form Fillout
11131668,Inactive Investor,A Carroll,,"Geneos Wealth Management, Inc. Roanoke VA 3140 Chaparral Dr",,,Salesforce
11222697,,Cliff Richards,,,crichards@missionsq.org,,List Import
9647655,,Henry Poulton,,,hpoulton@primexe.com,,List import
10617032,,John Jermak,,,greg.jermak@lpl.com,,List Import
11222642,,Charlsie Ashlock,,,charlsiea@columncapital.com,,List Import
10829980,Inactive Investor,William Tate,Financial Advisor,Edward Jones El Reno OK 1500 W Elm St,lynn.tate@edwardjones.com,,Salesforce
11167124,Inactive Investor,Brandon Bouldin,,Thrivent Investment Management Inc. Glendale CA 505 N Brand Blvd,brandon.bouldin@thrivent.com,,Salesforce
204341,,George George,Executive Managing Director,"Slick Rock Capital Partners, Inc.",g.lange@slickrockcapital.com,,
11195742,Inactive Investor,Evan Pawloski,Financial Advisor,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,evan.pawloski@lpl.com,,Salesforce
10958981,Inactive Investor,Rania Israel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",rania.israel@schwab.com,,Salesforce
10810990,Inactive Investor,Luigi Mazza,Executive Director - Investments;Financial Advisor;Senior Finance Director,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,luigi.mazza@opco.com,,Salesforce
10953735,Inactive Investor,Joseph Prendiville,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joseph_prendiville@vanguard.com,,Salesforce
9572363,,Jose De La Vega,,,jose.delavega@transamerica.com,,List import
10973986,Inactive Investor,Andrew Ellis,,Key Investment Services LLC Salt Lake City UT 15 W South Temple,andrew_ellis@keybank.com,,Salesforce
10851247,Inactive Investor,Christopher Matlock,Chief Investment Officer,Goodman Financial Corporation,cmatlock@goodmanfinancial.com,,Salesforce
9624785,,cheryl cai,,,yituanmaodun@gmail.com,,List import
10886405,Inactive Investor,James McGee,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Augusta GA 1325 Greene St",james.mcgee@raymondjames.com,,Salesforce
11149250,Inactive Investor,Kenneth Beiter,Financial Advisor,LPL Financial LLC Murrieta CA 38800 Sky Canyon Dr,kenneth.r.beiter@ampf.com,,Salesforce
10870576,Inactive Investor,Alice Harbeke,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",alice.harbeke@schwab.com,,Salesforce
10785987,Inactive Investor,Christopher Capezuto,,"Centaurus Financial, Inc. Larkspur CA 700 Larkspur Landing Cir",,,Salesforce
373280,,David Hall,,[Unknown],dhallfever@me.com,,source
11229224,Inactive Investor,Pei Ivins,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",pei.ivins@raymondjames.com,,Salesforce
2883379,,Pacific Premier Trust FBO Barry Silbert Roth IRA,,,hq0001@hqdigital.com,,
11292860,,[Unknown],,,chris.mickel@valeofinancial.com,,Web Form Fillout
11037025,Inactive Investor,Timothy Blaisdell,,"Empower Financial Services, Inc Honolulu HI 1100 Alakea St",timothy.blaisdell@empower.com,,Salesforce
9640346,,Brendan George,,,bgeorge@georgeandbell.com,,List import
10847620,Inactive Investor,Justin Kreis,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",justin.kreis@raymondjames.com,,Salesforce
10971930,Inactive Investor,Juan Valera,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,juan_valera@vanguard.com,,Salesforce
10855010,Inactive Investor,Laura Stevens,Financial Center Manager,"Fifth Third Securities, Inc. Franklin TN 1105 Murfreesboro Rd",laura.kaczor@53.com,,Salesforce
10895972,Inactive Investor,Bryan Donovan,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,bryan.donovan@fmr.com,,Salesforce
10767549,Inactive Investor,Susan Ellis,,"Stifel, Nicolaus & Company, Incorporated Memphis TN 8245 Tournament Dr",,,Salesforce
10948974,Inactive Investor,Tim Boyle,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,tim.boyle@ceterainvestors.com,,Salesforce
10774633,Inactive Investor,David Tarke,Financial Advisor,Edward Jones Yuba City CA 1103 Butte House Rd,david.tarke@edwardjones.com,,Salesforce
10931849,Inactive Investor,William Davis,Financial Advisor;Managing Member;Managing Partner,"Vericrest Private Wealth, LLC",william@vericrestprivatewealth.com,,Salesforce
9646297,,Nathaniel Banks,,,natebanks390@gmail.com,,List import
10812178,Inactive Investor,Margarita San Juan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",margarita.sanjuan@ml.com,,Salesforce
9561627,,Mario Didomenico,,,mdidomenico@siebertnet.com,,List import
9593980,,Marc Hoffrichter,,,marc@mdhinv.com,,List import
9624718,,Gary Glockzin,,,gary@wealthgurus.com,,List import
11068496,Inactive Investor,Blake Winick,Senior Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10790848,Inactive Investor,James Ward,,Wedbush Securities Inc. Federal Way WA Private Residence,james.ward@wedbush.com,,Salesforce
11138987,Inactive Investor,Daryl King,Partner,LPL Financial LLC Canonsburg PA 1700 Ashwood Dr,daryl.king@lpl.com,,Salesforce
344192,,Mathai Davis,Chairman,"Shepherd Kaplan Krochuk, Llc",wmd@sk-llc.com,617-896-1600,Manual List Upload
11104586,Inactive Investor,Jason Kobilka,Financial Advisor,PNC Investments Bryn Mawr PA 18 S Bryn Mawr Ave,jason.kobilka@pnc.com,,Salesforce
9554419,,Stephen Stelljes,,,stephen.stelljes@thecolonygroup.com,,List import
11031302,Inactive Investor,Nicholas Disney-Fairchild,Financial Advisor,LPL Financial LLC Henderson NV 1080 Wigwam Pkwy,nick.disneyfairchild@lpl.com,,Salesforce
11125319,Inactive Investor,Cecil Nutall,,"Allstate Financial Services, LLC Arlington TX 4801 Little Rd",cecilnutall@allstate.com,,Salesforce
10962094,Inactive Investor,Haley Jackson,Wealth Management Analyst,UBS Financial Services Inc.,,,Salesforce
11154927,Inactive Investor,Jacob Schedlock,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
343500,,Amanda Grande,,"Integrity Investment Advisors, Llc",amanda@integritypartnersinc.com,217-722-160,Manual List Upload
10982125,Inactive Investor,Armond Herndon,Wealth Manager,"Alpha Cubed Investments, LLC",aherndon@alphacubedinvestments.com,,Salesforce
351372,,Ellen Gold,Executive Director and Portfolio Manager,Invesco Investment Advisers Llc,ellen.gold@invesco.com,713-214-1919,Manual List Upload
10978310,Inactive Investor,James Bernard,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9642935,,William Jennings,,,donrn1997@gmail.com,,List import
10903104,Inactive Investor,Akiko Sakamoto,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",akiko.sakamoto@nm.com,,Salesforce
9545528,,Robert Miller,,,robert-lax.miller@lfg.com,,List import
11096631,Inactive Investor,Jonathan Abbett,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
11081285,Inactive Investor,Christopher Morrison,,State Farm VP Management Corp. Farmington MO 316 W Columbia St,,,Salesforce
343400,, -,,[[Unknown]],fumingyuedong@163.com,,
9579243,,Frank Lavalla,,,flavallajr@ft.newyorklife.com,,List import
9591762,,Emin Yasinov,,,emin.yasinov@greenlight.com.az,,List import
10820093,Inactive Investor,Jeanne Helmar,,"Avantax Investment Services, Inc. Lansdale PA 1816 W Point Pike",,,Salesforce
10947378,Inactive Investor,Kari Wolfson,Wealth Advisor,RWA Wealth Partners,kwolfson@adviserinvestments.com,,Salesforce
11009894,Inactive Investor,Francisco Gomez,,LPL Financial LLC Fate TX Private Residence,francisco.gomez@lpl.com,,Salesforce
10611914,,Derek Angus,Financial Advisor,,derek.angus@morganstanley.com,,List Import
11086827,Inactive Investor,Justin Tompkins,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",justin.tompkins@ml.com,,Salesforce
11091527,Inactive Investor,Christopher Buccheri,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Naples FL 3777 Tamiami Trl N",christopher.buccheri@stifel.com,,Salesforce
9554237,,Stanley Philip,,,sphiliprtt@gmail.com,,List import
11069396,Inactive Investor,Ana Montenegro,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10843509,Inactive Investor,David Kirk,,"Raymond James Financial Services, Inc. Saint Petersburg FL 409 Pasadena Ave S",david.kirk@raymondjames.com,,Salesforce
11211897,Inactive Investor,Michael Batchelor,Financial Planning Specialist,"Ameriprise Financial Services, LLC Temecula CA 41973 6th St",michael.batchelor@ampf.com,,Salesforce
11073415,Inactive Investor,Shawn Rubin,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley New York NY 399 Park Ave,shawn.rubin@morganstanley.com,,Salesforce
10811292,Inactive Investor,Jeffrey Holloway,,"Raymond James Financial Services, Inc. Liberty MO 9 Westowne St",jeff.holloway@raymondjames.com,,Salesforce
9542752,,Tamekia Hodges,,,segdohm2021@gmail.com,,List import
9568673,,Illya Melnyk,,,caddionme@gmail.com,,List import
11103747,Inactive Investor,Patricia Moeslein,,"Allstate Financial Services, LLC Parkville MD 9622 Harford Rd",pmoeslein@allstate.com,,Salesforce
11132742,Inactive Investor,Sierra Froilan,,"Sanctuary Securities, Inc.",sfroilan@sanctuarywealth.com,,Salesforce
1001791,Inactive Investor,James Field,President & CEO,Okabena Advisors,jfield@okabena.com, +1 612 217 6225,
10984997,Inactive Investor,Joseph Maukonen,,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,,,Salesforce
11104249,Inactive Investor,Peter Joers,Chief Compliance Officer;Managing Member,"Avos Capital Management, LLC",peter@avos.co,,Salesforce
11177652,Inactive Investor,Richard Zurek,,"Farmers Financial Solutions, LLC Phoenix AZ 2432 W Peoria Ave",rzurek@farmersagent.com,,Salesforce
10872400,Inactive Investor,Jinying Shaw,,"Berthel, Fisher & Company Financial Services, Inc. Davis CA Private Residence",jshaw@berthel.com,,Salesforce
335030,,Robert Brown,Limited Partner,Apexium Financial Lp,robert.brown@apexiumfin.com,212-225-9500,Manual List Upload
11133178,Inactive Investor,William Ervin,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",billy_ervinjr@ml.com,,Salesforce
10871042,Inactive Investor,Lawrence Turow,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",lawrence.turow@ampf.com,,Salesforce
10782064,Inactive Investor,Sheryl Lieberman,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",sheryl.lieberman@wellsfargoadvisors.com,,Salesforce
10874543,Inactive Investor,Dane Doty,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pacific Palisades CA 15314 W Sunset Blvd",dane.p.doty@ml.com,,Salesforce
11185424,Inactive Investor,Susan Boyd,,"Wells Fargo Clearing Services, LLC Oxford MS 265 N Lamar Blvd",susan.boyd@wellsfargoadvisors.com,,Salesforce
10924687,Inactive Investor,Andrew Stoller,Financial Advisor,Edward Jones Bedford NH 166 S River Rd,andrew.stoller@edwardjones.com,,Salesforce
10931806,Inactive Investor,David Graf,,"Cambridge Investment Research, Inc. Traverse City MI 309 E Front St",,,Salesforce
11206584,Inactive Investor,Steven Malfitano,Senior Vice President,LPL Financial LLC,steven.malfitano@lpl.com,,Salesforce
10933133,Inactive Investor,Chad Rayborn,,"J.W. Cole Financial, Inc. Grand Rapids MI 4981 Cascade Rd SE",,,Salesforce
11140573,Inactive Investor,Rachel Cromar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10899692,Inactive Investor,Jennifer Tindall,Financial Advisor,Edward Jones Somerset KY 3834 S Hwy 27,jennifer.dykes@edwardjones.com,,Salesforce
2505922,,thugs characters,,[Unknown],thugscharacters@gmail.com,,
10617972,,Philip Allen,,,phil.allen@wellsfargoadvisors.com,,List Import
10907187,Inactive Investor,Matthew Pozzi,Client Service Associate,Morgan Stanley Boston MA 28 State St,matt.pozzi@morganstanley.com,,Salesforce
4827,,Greg Godec,,[[Unknown]],ggodec@yahoo.com,,Initial Salesforce Import
1003225,Inactive Investor,Julie Rice,,SoulCycle,dragonflycelebrations@gmail.com,,3rd Party Lead Gen
11036990,Inactive Investor,Elizabeth Loda,,Women's Worth Advisors Hilton Head Island SC 15 Hospital Center Cmns,,,Salesforce
218360,,James Enlow,,[Unknown],jre5212@gmail.com,,
9549648,,Joseph Garrel,,,jmgarrel@ft.newyorklife.com,,List import
116901,,Bruce Woodruff,Financial Professional,"Voya Financial Advisors, Inc.",bruce.woodruff@voyafa.com,407-894-2321,
11047613,Inactive Investor,Thomas Hall,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley State College PA 720 S Atherton St,thomas.hall@morganstanley.com,,Salesforce
11200550,Inactive Investor,Nathaniel Edwards,,MWA Financial Services Inc. Newport AR 2200 Hwy 367 N,nathaniel.edwards@modern-woodmen.org,,Salesforce
9559155,,Ravi Balasubramanian,,,ravibala1@gmail.com,,List import
10870644,Inactive Investor,Timothy Sweeney,Director - Investment Services,"Northwestern Mutual Investment Services, LLC Oklahoma City OK 6301 Waterford Blvd",tim.sweeney@nm.com,,Salesforce
9612775,,Will Zhou,,,clark0515@hotmail.com,,List import
9646451,,Tim Foley,,,tim@coreincome.com,,List import
9600687,,Kenneth Woods,,,kwoods@assetpreservationadvisors.com,,List import
10841028,Inactive Investor,Christine Mchugh,Partner,Gump and McHugh Asset Management,,,Salesforce
10780337,Inactive Investor,Jeremiah Coronado,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
229847,, -,,[[Unknown]],libbykitty1991@gmail.com,,
11038001,Inactive Investor,Robert Patzak,,Morgan Stanley Alpharetta GA 3 Edison Dr,robert.patzak@morganstanley.com,,Salesforce
11137013,Inactive Investor,Douglas Christensen,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lehi UT 3600 N Outlet Pkwy",doug.christensen@bofa.com,,Salesforce
11088508,Inactive Investor,William Jones,,"Raymond James Financial Services, Inc. Louisville KY 10200 Forest Green Blvd",richardjones@raymondjames.com,,Salesforce
10860434,Inactive Investor,Patrick Infante,Financial Advisor,"CUSO Financial Services, L.P. Van Nuys CA 16150 Sherman Way",patrick.infante@cusonet.com,,Salesforce
11060330,Inactive Investor,Christine Parman,,NYLIFE Securities LLC Reno NV 5340 Kietzke Ln,chlorusso@ft.newyorklife.com,,Salesforce
10618848,,Michael Fisherman,,,mf@zuckermaninvestmentgroup.com,,List Import
10853572,Inactive Investor,Thomas McCue,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",thomas.mccue@usbank.com,,Salesforce
10780609,Inactive Investor,Carol Steele,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10791456,Inactive Investor,Joseph Marone,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,joseph.marone@fmr.com,,Salesforce
10875381,Inactive Investor,Kyle Diaz,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,kyle.diaz@ubs.com,,Salesforce
11234387,Inactive Investor,Carolyn Smith,,"RBC Capital Markets, LLC Chicago IL 227 W Monroe St",,,Salesforce
11191148,Inactive Investor,Zachary Crogan,,"Bankers Life Securities, Inc. Onalaska WI 9540 E 16 Frontage Rd",zachary.crogan@bankerslife.com,,Salesforce
11131235,Inactive Investor,Shannon Dubuisson,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,shannon.dubuisson@wellsfargoadvisors.com,,Salesforce
9564635,,Marius Tudor,,,mftudor7@yahoo.com,,List import
10876162,Inactive Investor,Cory Clair,,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",cclair@financialguide.com,,Salesforce
10836202,Inactive Investor,Thomas Lane,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",thomas.r.lane@ml.com,,Salesforce
10646350,,Timothy Maestas,,,timothy.j.maestas@ampf.com,,List Import
11172698,Inactive Investor,Miles Moore,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",miles.moore@nm.com,,Salesforce
10924665,Inactive Investor,Chasity Bell,Financial Advisor,Edward Jones Jacksonville FL 3578 Saint Johns Ave,chasity.bell@edwardjones.com,,Salesforce
11121377,Inactive Investor,Ian Dilts,Managing Director,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,ian.g.dilts@jpmorgan.com,,Salesforce
10756986,Inactive Investor,Vincent Grennan,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",vincent.grennan@ml.com,,Salesforce
11194093,Inactive Investor,Carolyn Jourdan,,"Transamerica Financial Advisors, Inc Ellicott City MD 5072 Dorsey Hall Dr",carolyn.jourdan@tfaconnect.com,,Salesforce
10996903,Inactive Investor,Daniel Alcantar,Executive Director,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",,,Salesforce
11203533,Inactive Investor,William Wilde,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,william.wilde@ceteraadvisors.com,,Salesforce
11235549,Inactive Investor,Kyle Moriyama,Wealth Advisor,"Wealth Management CPAs, LLC",kyle@wealthcpas.com,,Salesforce
11138106,Inactive Investor,Aiesha Mills,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9551741,,Jennifer Bretnitz,,,jennifer.bretnitz@pnc.com,,List import
10831621,Inactive Investor,Sean Cook,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
123186,,Ashley Sowers,,"Cwm, Llc",asowers@carsoninstitutional.com,301-739-8505,
10494511,,Keith Kennedy,"Director, Managing Partner, Vice President",Five Keys Capital Advisors Inc.,kwk@kennedylegalfirm.com,,List Import
11133802,Inactive Investor,Mark Jacobson,,"Lion Street Financial, LLC Chicago IL 21 E Huron St",mjacobson@lionstreet.com,,Salesforce
10882095,Inactive Investor,Samantha Clark,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",samanthaclark@financialguide.com,,Salesforce
10505145,,Eve Iya,Financial Consultant,O,steveoniya@outlook.com,2888101961,List Import
11221327,,Jamie Wright,,,jwright@firstrepublic.com,,List Import
10952515,Inactive Investor,Katarina Weir,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",katarina.weir@bernstein.com,,Salesforce
11002114,Inactive Investor,Darlecia Johnson,,"Securian Financial Services, Inc. New York NY 280 Park Ave",,,Salesforce
11003556,Inactive Investor,Florita Beltejar,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",florita.beltejar@tfaconnect.com,,Salesforce
10933012,Inactive Investor,Richard Bowling,,Institutional Securities Corporation Grand Rapids MI Private Residence,rbowling@iscgroup.com,,Salesforce
11303615,Inactive Investor,Cole Pearson,,OneAscent Wealth Management,,205-313-9142,Salesforce
9638671,,James Kim,,,jkim@altcapadvisers.com,,List import
208869,,Gregory Koehler,Co-Leader - Wealth Management,"Sageview Advisory Group, LLC",gkoehler@sageviewadvisory.com,816-744-4960,
10888831,Inactive Investor,Gal Sherman,,The Wealth Consulting Group Agoura Hills CA 5016 Chesebro Rd,gsherman@wealthcg.com,,Salesforce
10893575,Inactive Investor,Nicholas Larson,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,nicholas.larson@fidelity.com,,Salesforce
10815124,Inactive Investor,Robin McConn,Financial Advisor,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,rmcconn@rwbaird.com,,Salesforce
10951640,Inactive Investor,Weston Christensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9602719,,Derek Hoyte,,,dhwnsz@gmail.com,,List import
10983558,Inactive Investor,Milan Suri,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
10961761,Inactive Investor,Bryan Halicki,,Aspire Capital Advisors LLC Saint Paul MN 690 Cleveland Ave S,,,Salesforce
11131281,Inactive Investor,Lincoln Koike,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 745 Fort St",lincoln.k.koike@ampf.com,,Salesforce
9617554,,Samuel Mencoff,,,smencoff@mdcp.com,,List import
11115075,Inactive Investor,Harold Saunders,,"Osaic Wealth, Inc. Midlothian VA 2805 Annakay Xing",,,Salesforce
11219886,,Haley Grotbeck,,,haley.grotbeck@jnba.com,,Other
9588579,,Ryan Hunter,,,ryan@alphaverse.io,,List import
11155778,Inactive Investor,Bryce Roufs,Financial Planning Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",bryce.roufs@ampf.com,,Salesforce
11005666,Inactive Investor,Daniel Ladd,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11138102,Inactive Investor,Jane Benjes,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",jane.benjes@ml.com,,Salesforce
9619827,,Jaco Rust,,,jacorust@gmail.com,,List import
232359,, -,,[[Unknown]],pay2point@gmail.com,,
9618138,,Robert Ruland,"Director - Research, Member, Portfolio Manager, Senior Vice President","Atalanta Sosnoff Management, LLC",rfr@atalantasosnoff.com,212-867-5000,List import
10867628,Inactive Investor,Andrew Foote,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
10769195,Inactive Investor,Lisa Pollock,,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,lisa.pollock@morganstanley.com,,Salesforce
9638011,,Eliza Lau,,,elizalau@synergyfmg.com,,List import
11081726,Inactive Investor,Ian Celecia,Associate General Counsel;Counsel;General Counsel;Regulatory Contact;Senior Director,"TIAA Kaspick, LLC",ian.celecia@tiaa.org,,Salesforce
11153031,Inactive Investor,Marc Froebel,Client Advisor,The Huntington Investment Company,marc.froebel@huntington.com,,Salesforce
10980219,Inactive Investor,Daniel Zentner,,"Osaic Wealth, Inc. Cedar Rapids NE Private Residence",,,Salesforce
10861689,Inactive Investor,Ryan Richards,,"Raymond James Financial Services, Inc. Draper UT 13907 S Minuteman Dr",,,Salesforce
10785845,Inactive Investor,Gregory Velho,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Winter Springs FL 5600 Red Bug Lake Rd",gregory.velho@wellsfargo.com,,Salesforce
11062246,Inactive Investor,Mark Hanson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",mark_hanson@ml.com,,Salesforce
9566096,,Robert Fry,,,robert.fry@lfg.com,,List import
10944690,Inactive Investor,Michael Gosciminski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saco ME 534 Main St",,,Salesforce
9561267,,Benton Ayo,,,benton_ayo@hancockbank.com,,List import
10954232,Inactive Investor,Carl Flanagan,,"Kestra Investment Services, LLC San Antonio TX 4901 Broadway St",,,Salesforce
11164148,Inactive Investor,Fitzroy Whyte,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,fitzroy.whyte@morganstanley.com,,Salesforce
11018388,Inactive Investor,David Robbins,Financial Advisor,Eagle Financial Strategies,,,Salesforce
11057353,Inactive Investor,Bradley Simonson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bradley.simonson@fidelity.com,,Salesforce
10829118,Inactive Investor,Jeanne Badeaux-Carnline,,"Cambridge Investment Research, Inc. Alexandria LA Private Residence",servicecenter@retirementplanadvisors.com,8772846837,Salesforce
10882424,Inactive Investor,John Herrera,Financial Associate,"CUSO Financial Services, L.P. Glendale CA 300 S Glendale Ave",john.herrera@cusonet.com,,Salesforce
10986809,Inactive Investor,Sadik Gokcil,,J.P. Morgan Securities LLC New York NY 26 Astor Pl,sadik.gokcil@jpmorgan.com,,Salesforce
10800879,Inactive Investor,Douglas Bonnie,Financial Advisor;First Vice President;Senior Portfolio Director,Morgan Stanley Denver CO 1550 Market St,douglas.r.bonnie@morganstanley.com,,Salesforce
10851902,Inactive Investor,Leah Burnett,Chief Executive Officer;Financial Advisor;Managing Member;President;Regulatory Contact,Aurora Wealth Advisors,leah@aurorawealth.com,,Salesforce
120689,,Kristine Buchband,Financial Advisor,FSC Securities Corporation,kbuchband@fscadvisor.com,716-667-5009,
10978398,Inactive Investor,Chad Muehlbauer,,"Osaic Wealth, Inc. Fond Du Lac WI N6687 Wrightway Dr",,,Salesforce
374600,,Timothy Low,President,"Forte Asset Management, Llc",tlow@forteassets.com,914-234-0281,Manual List Upload
11188475,Inactive Investor,Karen Anaya Moran,,J.P. Morgan Securities LLC Cincinnati OH 8201 Weller Rd,karen.anaya-moran@jpmorgan.com,,Salesforce
334181,,Larry Forbus,Managing Member,"Paul Manners & Associates, Inc.",lforbus@paulmanners.net,404-231-8611,Manual List Upload
9645151,,Muhammad Qubbaj,,,muhammad.qubbaj@gs.com,,List import
10892180,Inactive Investor,Arthur Eglington,Chief Compliance Officer;Financial Advisor;Managing Member,Niche Investment Advisors LLC,rick@nichefinancial.com,,Salesforce
9597552,,Evan Shorten,,,evan@paragonfinancialpartners.com,,List import
9556856,,Timothy Ashley,,,timothy.ashley@transamerica.com,,List import
348179,,Lance Donenberg,Head Of Strategic Business Development,"Evanston Capital Management, Llc",ldonenberg@evanstoncapitalmanagement.com,847-328-4961,Manual List Upload
10977239,Inactive Investor,Ronald Steed,,"Allstate Financial Services, LLC Smyrna TN 429 Nissan Dr",ronaldsteed@allstate.com,,Salesforce
383,,,,,xman19892@volny.cz,,
11104119,Inactive Investor,David Birnbaum,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,david.birnbaum@morganstanley.com,,Salesforce
11084073,Inactive Investor,Dale Bedell,Financial Advisor,Edward Jones Fort Smith AR 9103 Ra Young Jr Dr,dale.bedell@edwardjones.com,,Salesforce
11163832,Inactive Investor,William Kopp,Financial Advisor,LPL Financial LLC Latham NY 3 Lear Jet Ln,bill.kopp@lpl.com,,Salesforce
11001831,Inactive Investor,Joshua Jones,Financial Consultant,Thrivent Investment Management Inc. Ridgeland MS 571 Hwy 51,joshua.jones@thrivent.com,,Salesforce
9548503,,Ritish Sambyal,,,ritishsambyal@gmail.com,,List import
10880383,Inactive Investor,Brett Costanzo,Financial Consultant,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",brett.costanzo@wfadvisors.com,,Salesforce
11072923,Inactive Investor,Andrew Crooks,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",andrew.crooks@nm.com,,Salesforce
333668,,Jennifer Godfrey,Executive Assistant,"Roark Capital Management, Llc",jgodfrey@roarkcapital.com,404-591-5200,Manual List Upload
11218307,,Carrie Jones,,,carrie_jones@ml.com,,List Import
9548890,,Anuj Parikh,,,aparikh@kynikos.com,,List import
10998452,Inactive Investor,Amy Harrington,,J.P. Morgan Securities LLC Livonia MI 37458 6 Mile Rd,amy.m.bialorucki@jpmorgan.com,,Salesforce
11205253,Inactive Investor,Art Parry,Financial Planner,"Osaic FA, Inc. San Diego CA 2020 Camino del Rio N",art.parry@lfg.com,,Salesforce
11259893,Inactive Investor,David Vonbank,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
352163,,Jacob Broff,Trader,Newbrook Capital Advisors Lp,jacob@newbrookcapital.com,212-916-8965,Manual List Upload
76772,,Don Khieu,"Branch Office Manager, Financial Professional","Transamerica Financial Advisors, Inc",don.khieu@transamerica.com,214-336-9941,
11085246,Inactive Investor,Nancy Kamimura,,"Transamerica Financial Advisors, Inc Buena Park CA 6131 Orangethorpe Ave",nancy.kamimura@tfaconnect.com,,Salesforce
11023002,Inactive Investor,Lisa Robinson,Senior Director;Wealth Advisor,"CUSO Financial Services, L.P. Martinez CA 538 Center Ave",,,Salesforce
10829202,Inactive Investor,Jonathan Zelin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jonathan.zelin@ml.com,,Salesforce
10932500,Inactive Investor,Douglas Palmer,Financial Advisor,Edward Jones Ocoee FL 1530 Citrus Medical Ct,douglas.palmer@edwardjones.com,,Salesforce
11200229,Inactive Investor,Hristos Gallios,Financial Consultant,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",chris.gallios@equitable.com,,Salesforce
11237928,Inactive Investor,Diane Short,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",dshort@performancetrust.com,,Salesforce
11005961,Inactive Investor,Cole Munge,,"Farmers Financial Solutions, LLC East Peoria IL 100 N Main St",,,Salesforce
11204398,Inactive Investor,Christopher Leyda,Financial Professional,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",christopher.leyda@equitable.com,,Salesforce
11037692,Inactive Investor,Keith Walker,Financial Advisor Manager,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,keith.walker@td.com,,Salesforce
10846926,Inactive Investor,Steven Clott,Manager;Owner,Dedicated Investment Advisers LLC,,,Salesforce
10884929,Inactive Investor,Kristy O'Driscoll,,Key Investment Services LLC Willimantic CT 6 Storrs Rd,kristy_odriscoll@kisinvestments.com,,Salesforce
11037157,Inactive Investor,Edith Lupu,Member,Lupu Financial Boise ID 950 W Bannock St,,,Salesforce
237256,, -,,[[Unknown]],riverakn51@gmail.com,,Advertising
11116454,Inactive Investor,Katarina Rodas,,"Wells Fargo Clearing Services, LLC Elk Grove CA 5120 Laguna Blvd",,,Salesforce
9611999,,hdh00 hdh,,,hho.hdh00@gmail.com,,List import
11208936,Inactive Investor,Jonpaul Mcbride,Wealth Advisor,"The Colony Group, LLC Wellesley MA 180 Linden St",jmcbride@thecolonygroup.com,,Salesforce
210234,,V Y,,[Unknown],vyeh103@gmail.com,,source
11133533,Inactive Investor,Claire Caprio,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10961532,Inactive Investor,Michael Wolf,,Edward Jones Wisconsin Rapids WI 940 Pepper Ave,,,Salesforce
6567026,,Paul Saini,,,paul@lapsoflux.com,,Web Form Fillout
10903770,Inactive Investor,Yajaira Serrano,Client Associate,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,yserrano@rockco.com,,Salesforce
10884468,Inactive Investor,Domini Allison,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
232892,, -,,[[Unknown]],edyoussef33@gmail.com,,Organic Search
10994117,Inactive Investor,Kevin Primich,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
11173144,Inactive Investor,Matthew Fitzgerald,Senior Financial Representative,"Principal Securities, Inc. Saint Louis MO 625 Maryville Centre Dr",fitzgerald.matt@principal.com,,Salesforce
11123345,Inactive Investor,Courtney Tenaglia,,Vanguard Marketing Corporation,courtney_tenaglia@vanguard.com,,Salesforce
9567200,,Jonathan Jones,,,jjones2895@gmail.com,,List import
9589423,,Michael Hackman,,,mhackman@hackmanfinancial.com,,List import
10766582,Inactive Investor,Peter Rouzzo,Financial Advisor,Edward Jones Port Charlotte FL 13435 S McCall Rd,pete.rouzzo@edwardjones.com,,Salesforce
1002069,Inactive Investor,Kate Ottino,Managing Director,Seven Bridges Advisors,kottino@sevenbridgesadvisors.com, +1 212 490 6339,
199607,,Harsh Choudhary,,[Unknown],uniqueharsh@gmail.com,,source
10787541,Inactive Investor,Charles Clark,,"BOK Financial Securities, Inc. Tulsa OK 6036 S Yale Ave",cclark@bokf.com,,Salesforce
10606260,,Donald Boyd,Wealth Manager,LPL Financial LLC,donald.a.boyd@lpl.com,917-865-3592,List Import
10828732,Inactive Investor,Jeffrey Antoniotti,Managing Director - Wealth Management,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,jeff.antoniotti@morganstanley.com,,Salesforce
9620578,,Jason Wolin,,,jwolin@verizon.net,,List import
10871748,Inactive Investor,Thomas Raleigh,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
11145346,Inactive Investor,Heide Murray,Vice President - Operations,"Wells Fargo Advisors Financial Network, LLC Highland Park IL 1849 Green Bay Rd",heide.murray@wfafinet.com,,Salesforce
9629465,,joel Gilrane,,,joelgilrane@icloud.com,,List import
10657747,,Scott Boat,,,scott.boat@chase.com,,List Import
10992213,Inactive Investor,Jeffrey Crum,,"MML Investors Services, LLC Winston Salem NC 3779 Vest Mill Rd",jcrum@financialguide.com,,Salesforce
10810443,Inactive Investor,Donald Rich,Wealth Advisor,LPL Financial LLC Kalispell MT 60 4 Mile Dr,donald.rich@lpl.com,,Salesforce
10854979,Inactive Investor,Judy Ballard,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,judy_ballard@vanguard.com,,Salesforce
10841743,Inactive Investor,Alexander Borsuk,Financial Advisor,"Ameriprise Financial Services, LLC Princeton NJ 101 College Rd E",alexander.borsuk@ampf.com,,Salesforce
66155,,Gary Hurlbut,Senior Portfolio Manager,"Ziegler Capital Management, LLC",ghurlbut@zieglercap.com,,
10662313,,Anes Kadiric,,,akadiric@performancewealthpartners.com,,List Import
10815192,Inactive Investor,Jay Goldberg,Managing Partner;Partner,Mosaic Advisors,jay@mosaicadvisors.com,,Salesforce
339559,,Kenny Hall,"Director, Support Services","Independent Advisor Alliance, Llc",khall@iaaria.com,888-430-1555,Manual List Upload
10916416,Inactive Investor,Mark Chapman,,"Raymond James Financial Services, Inc. Scottsboro AL 601 E Laurel St",mark.chapman@raymondjames.com,,Salesforce
11216881,,Craig Dickey,,,craig.dickey@ampf.com,,Other
10794919,Inactive Investor,Wilson Lea,Financial Planner,"Osaic FA, Inc. Los Angeles CA 777 S Alameda St",,,Salesforce
11093155,Inactive Investor,Omrum Pesemen,,Edward Jones Healdsburg CA 1270 Healdsburg Ave,,,Salesforce
11066756,Inactive Investor,Francois Rodriguez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",francois_rodriguez@ml.com,,Salesforce
10822208,Inactive Investor,Samuel Tvedt,Financial Advisor,Robert W. Baird & Co. Incorporated Cedar Rapids IA 200 5th Ave SE,stvedt@rwbaird.com,,Salesforce
10987571,Inactive Investor,Brandon Fowler,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9595255,,Douglas Foreman,,,dforeman@kayne.com,,List import
11096124,Inactive Investor,Peter Sharpe,,PlanMember Securities Corporation,psharpe@planmember.com,,Salesforce
55263,,Carol Camp,,Frost Investment Services,carol.camp@frostbank.com,817-420-5200,
10929539,Inactive Investor,Karl Kulaitis,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11171841,Inactive Investor,James Dario,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11161807,Inactive Investor,Christopher Papadopoulos,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9573372,,Christopher Pappano,,,cpappano@barington.com,,List import
11132551,Inactive Investor,George Livadas,Chief Compliance Officer;Managing Member;Portfolio Manager,"Upslope Capital Management, LLC",george@upslopecapital.com,,Salesforce
10782295,Inactive Investor,Joseph Kraft,Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,jwkraft@rwbaird.com,,Salesforce
10920763,Inactive Investor,Lauren Hensley,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10876456,Inactive Investor,Thomas Sharwarko,,"Cambridge Investment Research, Inc. South Haven MI 404 Broadway St",,,Salesforce
370368,,Mark Miller,,,,208-863-1877,Salesforce
11084664,Inactive Investor,Kamran Pazdel,Financial Advisor;Senior Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,kamran.pazdel@morganstanley.com,,Salesforce
9557009,,John Heinrich,,,j.scott.heinrich@suntrust.com,,List import
11116625,Inactive Investor,Kurt Schummer,Financial Advisor,"Pruco Securities, LLC. Sussex WI W232N6160 Waukesha Ave",kurt.schummer@prudential.com,,Salesforce
10811034,Inactive Investor,Paul Benson,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Plymouth MI 505 S Main St",paul.benson@raymondjames.com,,Salesforce
11093948,Inactive Investor,Douglas Smith,Financial Advisor,"Ameriprise Financial Services, LLC Brentwood TN 213 Overlook Cir",,,Salesforce
9551764,,Charles C. Zhang,,,charles.zhang@zhangfinancial.com,888-777-0126,List Import
11165823,Inactive Investor,Stephen Wilde,,"Allstate Financial Services, LLC Bangor ME 609 Hammond St",stephenwilde@allstate.com,,Salesforce
11060647,Inactive Investor,Lynn Sanders,,"Osaic Wealth, Inc. Clayton GA 5598 Persimmon Rd",,,Salesforce
10858869,Inactive Investor,Sayeed Hasnat,Senior Vice President,"Ameriprise Financial Services, LLC Los Angeles CA Private Residence",sayeed.hasnat@ampf.com,,Salesforce
10892502,Inactive Investor,Clode Moradi,Chief Compliance Officer;Founder;Managing Member,Brilliant Financial Strategies LLC,clode@brilliantfinancialplanning.com,,Salesforce
9565226,,matthew bennage,,,matt@wellergroupllc.com,,List import
11239201,Inactive Investor,David Henry,,Morgan Stanley,david.henry@morganstanley.com,,Salesforce
9546989,,Brian Sauter,,,brian.sauter@purefinancial.com,,List import
10531276,,Emily Smith,,,emilysmith@rocketlawyer.com,,Web Form Fillout
10850862,Inactive Investor,Thomas Welch,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",twelch@stifel.com,,Salesforce
9577008,,advisor active,,,advisor@active2.pl,,List import
11201781,Inactive Investor,Michael Sutherland,Financial Planner,LPL Financial LLC Bountiful UT 280 N 200 W,brett.sutherland@lpl.com,,Salesforce
11118678,Inactive Investor,Paul Allen,,"Raymond James Financial Services, Inc. Brentwood TN 5500 Maryland Way",paul.allen@raymondjames.com,,Salesforce
10810651,Inactive Investor,Rebecca Moreland,Financial Advisor,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,bmoreland@rwbaird.com,,Salesforce
11152720,Inactive Investor,Vernon Bodelson,Financial Advisor;Financial Planning Specialist,Morgan Stanley Santa Fe NM 150 Washington Ave,ansel.bodelson@morganstanley.com,,Salesforce
10786374,Inactive Investor,William Bueker,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",wbueker@tiaa-cref.org,,Salesforce
10923163,Inactive Investor,Jacquelyn Cloutier,Investment Advisor Representative,LPL Financial LLC Nashua NH 34 Broad St,jacquelyn.cloutier@lpl.com,,Salesforce
11028823,Inactive Investor,Vickie Dahm,,"M Holdings Securities, Inc. Saint Louis MO 7700 Bonhomme Ave",vickie.dahm@mfin.com,,Salesforce
10788118,Inactive Investor,Samuel Haverstick,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,samuel.a.haverstick@jpmorgan.com,,Salesforce
9600657,,David Morgante,,,david.morgante@variantpw.com,,List import
9594517,,Francesco Piovanetti,,,fpiovanetti@arcocapital.com,,List import
10618073,,Amir Jafariaria,,,amir.jafariaria@ml.com,,List Import
11045960,Inactive Investor,Dion Knafo,,J.P. Morgan Securities LLC Charlotte NC 13733 Conlan Cir,dion.knafo@jpmorgan.com,,Salesforce
9632885,,Harold Singleton III,,,hsingleton3@gmail.com,,List import
11183106,Inactive Investor,Kwame Mukong,,"Allstate Financial Services, LLC Germantown MD 19508 Amaranth Dr",kwamemukong@allstate.com,,Salesforce
11059546,Inactive Investor,Cheyenne Del Savio,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,cheyenne.del-savio@jpmorgan.com,,Salesforce
10873320,Inactive Investor,Antonia Espey,,State Farm VP Management Corp. Pompano Beach FL 5300 W Hillsboro Blvd,toni.espey.bp4d@statefarm.com,,Salesforce
9545320,,Shannon Gausepohl,,,sgausepohl@picacreditunion.com,,List import
10806952,Inactive Investor,Matthew Mollhagen,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",matthew.mollhagen@nm.com,,Salesforce
11235604,Inactive Investor,Lynn Thurgood,Private Wealth Manager,"Buck Wealth Strategies, LLC Rio Rancho NM 481 Quantum Rd NE",lthurgood@eabuck.com,,Salesforce
10911353,Inactive Investor,Amy Riss,,"U.S. Bancorp Investments, Inc. Franklin TN 2040 Mallory Ln",,,Salesforce
10979177,Inactive Investor,Kartik Patel,Chief Executive Officer;Investment Advisor Representative,Simplify Investments,,,Salesforce
10764087,Inactive Investor,Juana Caicedo-Selinger,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,juana.caicedoselinger@ubs.com,,Salesforce
10926596,Inactive Investor,Jordan Wilkins,Financial Advisor,Edward Jones Alpine UT 15 E 200 N,jordan.wilkins@edwardjones.com,,Salesforce
371416,,Jesn Enersen,,United States,enersenholdings@gmail.com,,Google Natural Search
10846723,Inactive Investor,Charles O'Neil,Senior Financial Associate,"RBC Capital Markets, LLC Lake Forest IL 950 N Western Ave",charles.oneil@rbc.com,,Salesforce
11037526,Inactive Investor,Thomas Barbaccia,,"Osaic Wealth, Inc. West Palm Beach FL 1615 Forum Pl",,,Salesforce
10846137,Inactive Investor,Jennifer Heims,Financial Advisor,"Ameriprise Financial Services, LLC Farmington CT 30 Waterside Dr",jennifer.heims@ampf.com,,Salesforce
10993213,Inactive Investor,Savannah Cordova,,J.P. Morgan Securities LLC Englewood CO 11277 E Arapahoe Pl,savannah.cordova@jpmorgan.com,,Salesforce
9644536,,Runzhou Li,,,runzhou.li@yahoo.de,,List import
246254,,Not Provided,Owner,LisaJacobiDesign.com,lisajacobidesign@gmail.com,,Manual List Upload
11160923,Inactive Investor,James Dowdell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 1135 62nd Ave N",james.dowdell2@ml.com,,Salesforce
11206916,Inactive Investor,Kory Labarga,Registered Administrative Assistant,LPL Financial LLC Vacaville CA 190 S Orchard Ave,kory.labarga@lpl.com,,Salesforce
111924,,James Serianni,,I am retired,serianjj@hotmail.com,7604191720,
11007740,Inactive Investor,Melody Brown,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,,,Salesforce
10909102,Inactive Investor,Christina Wiege,,Aegis Capital Corp. Portland OR 1000 SW Broadway,cwiege@aegiscap.com,,Salesforce
11074588,Inactive Investor,Robert Schwarz,Financial Advisor,LPL Financial LLC Lyons KS 201 East Ave S,cole.schwarz@lpl.com,,Salesforce
10778592,Inactive Investor,Joseph Karas,Institutional Consulting Director;Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
209052,,Gregory Callender,,Individual Investor,black_ambition@yahoo.com,9175872243,Organic Search
10754045,Inactive Investor,William Willett,Wealth Management Associate,Morgan Stanley Greensburg PA 520 Pellis Rd,william.j.willett@morganstanley.com,,Salesforce
11044414,Inactive Investor,Tuananh Vu,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Washington DC 1776 I St NW",vut@stifel.com,,Salesforce
10955003,Inactive Investor,Andy Ogide,Associate,Edward Jones Denver CO 141 Union Blvd,,,Salesforce
10874123,Inactive Investor,Michael Goostree,Financial Advisor,Commonwealth Financial Network Overland Park KS 14115 Manor Dr,,,Salesforce
11108075,Inactive Investor,Stefan Muoio,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",stefan.muoio@equitable.com,,Salesforce
11146439,Inactive Investor,Daniel Warnke,,"Osaic Wealth, Inc. Wichita KS 10011 W 21st St N",,,Salesforce
11207053,Inactive Investor,Vivian Leung,Wealth Management Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,vivian.leung@jpmorgan.com,,Salesforce
11152897,Inactive Investor,John Russell,,"Osaic Wealth, Inc. Highland Beach FL Private Residence",,,Salesforce
10916866,Inactive Investor,Douglas Springer,Financial Advisor,Edward Jones Manhattan KS 335 S Seth Child Rd,doug.springer@edwardjones.com,,Salesforce
11055373,Inactive Investor,Fadia Hadeed,,"Farmers Financial Solutions, LLC Clackamas OR 14210 SE Sunnyside Rd",,,Salesforce
10847616,Inactive Investor,Andrew Trivero,,"Wells Fargo Clearing Services, LLC Wappingers Falls NY 1863 South Rd",,,Salesforce
10869765,Inactive Investor,Adam Legler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adam_legler@vanguard.com,,Salesforce
9633888,,Patrick May,,,han.rsk@gmail.com,,List import
11164398,Inactive Investor,Shawna Dopp,,"Farmers Financial Solutions, LLC Canyon Country CA 27225 Camp Plenty Rd",sdopp@farmersagent.com,,Salesforce
10907744,Inactive Investor,David Hohmann,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9546138,,Hiep Hoang,,,ieph42@gmail.com,,List import
11111143,Inactive Investor,Mark Rehn,Chief Compliance Officer;Chief Financial Officer,Stableford Capital LLC,markr@stablefordcapital.com,,Salesforce
224930,,Curtid Myers,,[Unknown],blockchain.relativity@gmail.com,,Direct
9643947,,Terrance Dove,,,trrdv69@gmail.com,,List import
11064385,Inactive Investor,Phillip Ramsey,Chief Compliance Officer;Co-Founder;Owner;President,"Uncommon Wealth Partners, LLC",phillip@uncommonwealth.com,,Salesforce
11212147,Inactive Investor,James Phelan,Financial Advisor,LPL Financial LLC Parkville MD Private Residence,james.phelan@lpl.com,,Salesforce
11128946,Inactive Investor,Benjamin Burkhardt,,"Raymond James Financial Services, Inc. Honesdale PA 614 Church St",benjamin.burkhardt@raymondjames.com,,Salesforce
11118126,Inactive Investor,Jeff Schimmelpfennig,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bourbonnais IL 875 Main St NW",jeff.schimmelpfennig@stifel.com,,Salesforce
218963,,Jon Lasater,,[Unknown],jonlasater@att.net,,
205698,,Nancy Duffy,Owner,Retired,nabornduffy@gmail.com,,product
11050141,Inactive Investor,Ambia Peoples,,Park Avenue Securities LLC Saint Augustine FL 559 W Twincourt Trl,ambia_peoples@glic.com,,Salesforce
9624267,,Zach Justein,,,zachjustein@gmail.com,,List import
11011932,Inactive Investor,Cara Archer,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,cwhisted@ft.newyorklife.com,,Salesforce
248680,,Greg Parets,Seeking new position,N/A,gregparets@gmail.com,,Manual List Upload
9625282,,Warren Lackland,,,warrenl55@comcast.net,,List import
11044363,Inactive Investor,William Erskine,Financial Advisor,Edward Jones Olney MD 17904 Georgia Ave,david.erskine@edwardjones.com,,Salesforce
9565861,,Alex Gault,,,agault@hightoweradvisors.com,,List import
10811803,Inactive Investor,Craig Lesser,,"Aventura Securities, LLC",clesser@aventuracap.com,,Salesforce
10916797,Inactive Investor,Mark Szymankiewicz,,PFS Investments Inc. Englewood Cliffs NJ 560 Sylvan Ave,mszymankiewicz.ybs65@primerica.com,,Salesforce
9579989,,Martin Ortiz,,,mortiz289@gmail.com,,List import
9616056,,Halil Güngör,,,halilgungor511@gmail.com,,List import
344355,,Eckert DeNinno,,United States,edeninno@wyoming.com,,
10822899,Inactive Investor,Thomas Blalock,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,thomas.blalock@ubs.com,,Salesforce
9619426,,Claude Leveille,,,claude@courantinvestment.com,,List import
10798881,Inactive Investor,Grant Ostrom,Financial Advisor,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
11218013,,Trevor Johnson,,,trevor.a.johnson@lpl.com,,List Import
11147438,Inactive Investor,Andrew Gracan,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",andrew.gracan@gwrs.com,,Salesforce
11100280,Inactive Investor,Steven Lechmanik,,"Allstate Financial Services, LLC Emmaus PA 195 Main St",stevenlechmanik@allstate.com,,Salesforce
10885381,Inactive Investor,Rose Licup,,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",celine.licup@wellsfargo.com,,Salesforce
11006096,Inactive Investor,Gregory Manukian,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,gjmanukian@ft.newyorklife.com,,Salesforce
11231088,Inactive Investor,David Meyers,,LPL Financial LLC Fargo ND 3409 45th St S,david.meyers@lpl.com,,Salesforce
9557631,,Ceci Ho,,,ceci@bitcoinabc.org,,List import
9567068,,Michael Cox,,,mcox@golombard.com,,List import
10612623,,Daniel Masiello,Financial Advisor,,daniel.masiello@ampf.com,,List Import
199205,,San duel,,[Unknown],bettingstrong@gmail.com,,Paid Social
11106595,Inactive Investor,Salvatore Ferrando,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11114694,Inactive Investor,John Lobianco,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",jack.lobianco@wellsfargoadvisors.com,,Salesforce
236975,, -,,[[Unknown]],markdwolf118@gmail.com,,
11020995,Inactive Investor,Swaroop Agrawal,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,swaroop_agrawal@vanguard.com,,Salesforce
11003980,Inactive Investor,Marisol Solis,,J.P. Morgan Securities LLC Rancho Santa Margarita CA 22391 Antonio Pkwy,marisol.berg@jpmorgan.com,,Salesforce
11169449,Inactive Investor,Kenneth Dorris,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",ken.dorris@ml.com,,Salesforce
11054485,Inactive Investor,Karen Dacek,,"M Holdings Securities, Inc. Seattle WA 600 University St",,,Salesforce
10813562,Inactive Investor,Janet Martinusen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Visalia CA 221 N Encina St",janet.w.martinusen@ampf.com,,Salesforce
10833687,Inactive Investor,Robert Mortimer,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,,,Salesforce
10798351,Inactive Investor,Joshua Rawe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,joshua.rawe@fidelity.com,,Salesforce
11043037,Inactive Investor,Windy Peavey,Financial Advisor,Edward Jones Bluffton SC 878 Fording Island Rd,wendy.peavey@edwardjones.com,,Salesforce
11156906,Inactive Investor,Ting Yeung,,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",ting.yeung@equitable.com,,Salesforce
10752317,Inactive Investor,David Stockton,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",david.stockton@stewardpartnersis.com,,Salesforce
10984449,Inactive Investor,Lisa Hensarling,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,lisa.hensarling@lpl.com,,Salesforce
11055930,Inactive Investor,Kenneth Corlett,Chief Compliance Officer;Owner;President,"Corlett Financial, Inc.",ken@corlettfinancial.com,,Salesforce
9572616,,Sender Cohen,,,sender.cohen@soros.com,,List import
11221057,,Andrew Gipson,,,agipson@wealthenhancement.com,,List Import
11048852,Inactive Investor,Aleta Johnson,,Morgan Stanley San Antonio TX 7600 Broadway,aleta.johnson@morganstanley.com,,Salesforce
7367876,,Mary J Smith,,,binajo8429@marikuza.com,,Web Form Fillout
10985900,Inactive Investor,Chikasi Obiegbu,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,cobiegbu@ft.newyorklife.com,,Salesforce
228493,, -,,[[Unknown]],patrickapaulo@gmail.com,,
337789,,David Washburn,Vice President - Chief Financial Officer,Washburn Capital Management Inc.,david@washburncapital.com,772-564-7291,Manual List Upload
10877004,Inactive Investor,Joe Dahm,,"GLP Investment Services, LLC Holland MI 199 W 34th St",,,Salesforce
4676269,,vongsoumey mey,,,hacemac745@cadolls.com,,Web Form Fillout
10885242,Inactive Investor,Taylor Faw,Chief Compliance Officer,Strathmore Capital Advisors,tcf@strathmorecapadv.com,,Salesforce
11069567,Inactive Investor,Jeffrey Billings,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",kyle.billings@nm.com,,Salesforce
10938273,Inactive Investor,Donna Becker,,"The Leaders Group, Inc.",donna@leadersgroup.net,,Salesforce
9557442,,Kenan Godfrey,,,kenan.godfrey@tfaconnect.com,,List import
10904253,Inactive Investor,Marisa Brahms,,Development Corporation For Israel New York NY Temporarily Unavailable,marisa.brahms@israelbonds.com,,Salesforce
9593855,,Jeff Urquhart,,,jeffurquhart@icloud.com,,List import
11027815,Inactive Investor,Bradley Shear,Investment Advisor Representative,"Good Life Advisors, LLC Monroeville PA 2520 Mosside Blvd",bradley.shear@goodlifefa.com,,Salesforce
8250213,,Casper Yonel,,,casper@blue.fi,,Web form fillout
10950423,Inactive Investor,Rose Colvin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11254225,Inactive Investor,Christian Bautista,Investment Manager;Wealth Strategist,LPL Financial LLC Billings MT 404 N 31st St,,,Salesforce
11135986,Inactive Investor,Heather Stacy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9624107,,Abdulaziz Alzaid,,,simon.247277@gmail.com,,List import
11220706,,William Regenscheid,,,wregenscheid@advisornet.com,,Other
10486589,,Raye White,"Chief Compliance Officer, Executive Vice President, Investment Committee",Sarofim Realty Advisors LLC,rgwhite@sarofim.com,,List Import
11057331,Inactive Investor,James Anderson,Client Relationship Manager,"First Horizon Advisors, Inc. Chattanooga TN 2034 Hamilton Place Blvd",jhanderson@firsthorizon.com,,Salesforce
11139882,Inactive Investor,Bryan Demps,,PFS Investments Inc. Long Beach CA 3605 Long Beach Blvd,bryandempshood@primerica.com,,Salesforce
10779918,Inactive Investor,John Dannies,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Colchester VT 105 W View Rd,john.f.dannies@morganstanley.com,,Salesforce
9553110,,Son Le,,,sonle@financialguide.com,,List import
10867473,Inactive Investor,Kelly West,,"Principal Securities, Inc.",,,Salesforce
11087161,Inactive Investor,Arthur Walsh,Financial Advisor,Edward Jones Payson AZ 411 S Beeline Hwy,chris.walsh@edwardjones.com,,Salesforce
9581038,,Bernadette Conway,,,bconway@elmwoodasset.com,,List import
11061716,Inactive Investor,Paul Behnke,Financial Advisor,"Independent Financial Group, LLC Oshkosh WI 805 N Main St",,,Salesforce
10856788,Inactive Investor,Craig Hall,,"Farmers Financial Solutions, LLC Longmont CO 246 1/2 E 5th Ave",chall2@farmersagent.com,,Salesforce
11134444,Inactive Investor,Vivien Hasan,,Goldman Sachs & Co.,,,Salesforce
10873944,Inactive Investor,Shani Hatcher,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 555 California St,shani.hatcher@morganstanley.com,,Salesforce
10829002,Inactive Investor,Anne Shapiro,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11163548,Inactive Investor,Evan Lavoie,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",evan.lavoie@lfg.com,,Salesforce
9590655,,Joel Bakos,,,joelbakos@gmail.com,,List import
10881031,Inactive Investor,Kathryn Schwartz,Chief Executive Officer;Portfolio Manager,"Pawleys Investment Advisors, LLC",kschwartz@pawleysadvisors.com,,Salesforce
11099399,Inactive Investor,Alan Rechtschaffen,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alan.rechtschaffen@ubs.com,,Salesforce
11000230,Inactive Investor,Ahmed Hussain,,"HighTower Securities, LLC",ahussain@hightoweradvisors.com,,Salesforce
9647154,,Maureen Forrester,,,mforrester@bentley.edu,,List import
10988827,Inactive Investor,Brian Orner,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",brian.orner@valic.com,,Salesforce
10758404,Inactive Investor,John Olivo,,Goldman Sachs & Co.,john.olivo@gs.com,,Salesforce
11089588,Inactive Investor,Sheldon Kirsh,,Safra Securities LLC,sheldon.kirsh@safra.com,,Salesforce
9569600,,Andrew O'Connor,,,aoconnor@gweiss.com,,List import
11109724,Inactive Investor,Brendan Jones,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
10777472,Inactive Investor,Mely Ramoran-Hughes,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Palm Springs CA 543 S Palm Canyon Dr",hughesmr@wellsfargo.com,,Salesforce
148338,,miki Beks,,[Unknown],mb@blockexpo.at,,
11202412,Inactive Investor,Ashley Burrell,Financial Advisor;Investment Operations Manager,"Meld Financial, Inc.",ashley@meldfinancial.com,,Salesforce
10983726,Inactive Investor,Donovan Carson,Founder;Principal;Wealth Manager,Carson Capital Saint Louis Park MN Private Residence,donovan@carson.capital,,Salesforce
10823431,Inactive Investor,John Findley,Financial Planner;Investment Advisor Representative,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",john.findley@lfg.com,,Salesforce
10824365,Inactive Investor,John Vitale,Investment Advisor;Owner,Palisades Research Systems,jvitale@stocmarket.com,,Salesforce
11080606,Inactive Investor,Jake Burke,Financial Advisor,Edward Jones Lemont IL 15333 E 127th St,jake.burke@edwardjones.com,,Salesforce
10613620,,Michael Kanouse,"Financial Advisor, Vice President - Wealth Management",,michael.kanouse@ubs.com,,List Import
11164836,Inactive Investor,Samuel Kunau,,"Sanford C. Bernstein & Co., LLC Miami FL 701 Brickell Ave",samuel.kunau@bernstein.com,,Salesforce
11018559,Inactive Investor,Christopher Brooks,,"IFP Securities, LLC",,,Salesforce
11093728,Inactive Investor,Michael O'Keefe,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",okeefem@stifel.com,,Salesforce
10896984,Inactive Investor,Laura Rolling,,LPL Financial LLC Louisville KY 9300 Shelbyville Rd,laura.rolling@lpl.com,,Salesforce
10879430,Inactive Investor,Mary Purvis,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,mary.purvis@jpmorgan.com,,Salesforce
238154,, -,,[[Unknown]],luchesi007@gmail.com,,Organic Search
10795633,Inactive Investor,Alison Bower,Portfolio Associate,Morgan Stanley Reading PA 1350 Broadcasting Rd,alison.kline@morganstanley.com,,Salesforce
10763394,Inactive Investor,Shannon Sullivan,Financial Advisor,LPL Financial LLC Alpharetta GA 5755 N Point Pkwy,andrew.sullivan@lpl.com,,Salesforce
11179907,Inactive Investor,Ronie Drori,,Modern Capital Securities Inc.,,,Salesforce
11046282,Inactive Investor,Donald Bratcher,Financial Professional,"MML Investors Services, LLC Bowling Green KY 996 Wilkinson Trce",dbratcher@massmutual.com,,Salesforce
10940883,Inactive Investor,Michel Swartzendruber,Financial Advisor,Edward Jones Iowa Falls IA 310 Oak St,mike.swartzendruber@edwardjones.com,,Salesforce
10827660,Inactive Investor,Todd Shobert,Financial Advisor,LPL Financial LLC Olympia WA 575 Trosper Rd SW,todd.shobert@lpl.com,,Salesforce
10930290,Inactive Investor,Adam Weisberg,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",adam.weisberg@prudential.com,,Salesforce
11136161,Inactive Investor,Maria Cielo Intal,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
233946,, -,,[[Unknown]],rwtrimiew@gmail.com,,
11102649,Inactive Investor,Vinton Hartmann,,"Cambridge Investment Research, Inc. Englewood CO 7200 S Alton Way",,,Salesforce
342472,,Roger Cole,Senior Vice President,Novus Advisors,rcole@novusadvs.com,864-272-3579,Manual List Upload
10867062,Inactive Investor,Richard Saavedra,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,richard.saavedra@primerica.com,,Salesforce
10774863,Inactive Investor,Moses Obeidi,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",moses.obeidi@wellsfargoadvisors.com,,Salesforce
10861795,Inactive Investor,John Nelson,Financial Advisor,Edward Jones Houghton MI 901 W Sharon Ave,john.w.nelson@edwardjones.com,,Salesforce
235180,, -,,[[Unknown]],ha3135172@gmail.com,,
11207042,Inactive Investor,Dawn Morris,Financial Planning Specialist;Insurance Specialist,"Ameriprise Financial Services, LLC Davenport IA 4840 Utica Ridge Rd",dawn.morris@ampf.com,,Salesforce
9614870,,Karen Kerr,,,kkerr@phn.com,,List import
9588931,,Rajmiel Odinec,,,rodinec@sol-capital.com,,List import
11031087,Inactive Investor,Gregory Ellis,,State Farm VP Management Corp. Norman OK 2224 36th Ave NW,greg.ellis.cmfr@statefarm.com,,Salesforce
11007709,Inactive Investor,Sarah Curtsinger,,State Farm VP Management Corp. Bardstown KY 101 Manor Ave,sarah.curtsinger.ffdu@statefarm.com,,Salesforce
11074189,Inactive Investor,Ryan Poage,Chief Compliance Officer;Managing Member,Ryan Poage & Co.,ryan@ryanpoage.com,,Salesforce
11092658,Inactive Investor,John Sloan,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",john.sloan@equitable.com,,Salesforce
9608855,,Dan Hughes,,,mrquickfix@hotmail.com,,List import
10761025,Inactive Investor,Hunter Wilder,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,hunter.wilder@fidelity.com,,Salesforce
11129979,Inactive Investor,Ryan Forster,,Cetera Advisors LLC Overland Park KS 7200 W 132nd St,ryan.forster@ceteraadvisors.com,,Salesforce
9620474,,Benjamin Lin,,,benjamin.k.p.lin@gmail.com,,List import
9586828,,francois farhat,,,farhat.francois@gmail.com,,List import
11191540,Inactive Investor,Zachary Phillips,Financial Planner,"LVZ, Inc. Clarkesville GA 138 E Water St",,,Salesforce
9562679,,Janelle Rodrigue,,,jrodrigue@ft.newyorklife.com,,List import
9629727,,Joaquín Beza,,,dosxbeza@gmail.com,,List import
10919373,Inactive Investor,Dennis Ludwig,,"Advanced Advisor Group, LLC Mount Vernon IA Private Residence",,,Salesforce
11199052,Inactive Investor,Cindy Tsou,,J.P. Morgan Securities LLC,min.tsou@jpmorgan.com,,Salesforce
11043023,Inactive Investor,Thomas Hickman,Wealth Strategist,LPL Financial LLC Madison MS 147 Republic St,t.hickman@lpl.com,,Salesforce
11131938,Inactive Investor,Joel Busboom,Chief Compliance Officer;Investment Advisor,"Joel Busboom Financial, LLC",,,Salesforce
11188239,Inactive Investor,Harvey Senn,,Thrivent Investment Management Inc. Sidney MT 1050 S Central Ave,harvey.senn@thrivent.com,,Salesforce
10795968,Inactive Investor,Ralph Trecaso,Family Wealth Advisor;Managing Director;Managing Member;Member;Regulatory Contact,"Wells Trecaso Financial Group, LLC",ralph@wellstrecaso.com,,Salesforce
10887850,Inactive Investor,Robert Heintz,Investment Advisor,"Planning Associates Wealth Management, LLC Pearland TX Private Residence",robert@planning-associates.com,,Salesforce
11152810,Inactive Investor,Scott Steiner,,Cetera Financial Specialists LLC Bradenton FL 8131 Lakewood Main St,,,Salesforce
10996082,Inactive Investor,Joshua Buckland,Financial Advisor,Edward Jones Glandorf OH 105 Dr Thatye Dr,,,Salesforce
10618908,,Nisa Salins,,,nisa.kwall@morganstanley.com,,List Import
11028050,Inactive Investor,Andrew Pacala,,"United Brokerage Services, Inc Vienna VA 2071 Chain Bridge Rd",andrew.pacala@bankwithunited.com,,Salesforce
11144017,Inactive Investor,John Pickarski,,"J.W. Cole Financial, Inc. Springfield OH 2754 E Main St",,,Salesforce
10900296,Inactive Investor,Michael Mitchell,Investment Analyst;Portfolio Manager,"Values First Advisors, Inc. Greenville IL 991 IL Rte 140",mike@valuesfirstadvisors.com,,Salesforce
9554866,,William Hylton,,,william.hylton@suntrust.com,,List import
9557467,,Luciano Junior,,,luciano1907@icloud.com,,List import
9543522,,Andrea McSwain,,,amcswain2@gmail.com,,List import
11011102,Inactive Investor,Martha Steed,,PFS Investments Inc. Charlotte NC 1338 100 Oaks Dr,msteed@primerica.com,,Salesforce
10957037,Inactive Investor,Jose Rodriguez,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10755041,Inactive Investor,Charlotte Logann,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",charlotte_logann@ml.com,,Salesforce
11217889,,Andrew O'Connell,,,aoconnell@rwbaird.com,,List Import
89990,,Michael Mcardle,Chief Compliance Officer - Owner,Galecki Financial Management Inc,brady@galecki.com,260-436-8525,Manual List Upload
11096502,Inactive Investor,Bryant Andrus,Chief Compliance Officer;Manager;President,"SBC Investment Management, LLC",bandrus@sbcinvestmentmanagement.com,,Salesforce
5729969,,Terri Franks,,,foreverinspired2017@gmail.com,,Web Form Fillout
10791110,Inactive Investor,Roger Frank,,LPL Financial LLC Lincoln NE 8055 O St,roger.frank@lpl.com,,Salesforce
10791874,Inactive Investor,Ryan Wittig,,LPL Financial LLC Chicago IL 123 N Wacker Dr,ryan.wittig@lpl.com,,Salesforce
10695955,,Courtney Williams,,"BOK Financial Securities, Inc.",courtney.williams@bokf.com,,List Import
11150772,Inactive Investor,Jason Earl,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",jasonearl@weg1.com,,Salesforce
10826887,Inactive Investor,Michael Cope,Financial Advisor,LPL Financial LLC Seneca SC 530 By Pass 123,eric.cope@lpl.com,,Salesforce
9542445,,Oleksandr Biruk,,,sahabiruk911@gmail.com,,List import
9642682,,Brian Shin,,,lovevirusy123456@gmail.com,,List import
10853549,Inactive Investor,Bradley Sharp,Partner;Senior Wealth Advisor,RWA Wealth Partners,bsharp@rwawealth.com,,Salesforce
10822950,Inactive Investor,Stanley Zurawski,,"Cambridge Investment Research, Inc. Brookfield WI 2525 N 124th St",,,Salesforce
9644994,,Clint Swan,,,mattiss730@gmail.com,,List import
10612017,,Frank Carpentiere,Financial Advisor,,frankerin5@verizon.net,,List Import
10955995,Inactive Investor,Jared Davis,,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,jared.davis@jpmorgan.com,,Salesforce
248139,,Calvin Campos,Community Manager,Trade the chain,calvin9293@gmail.com,,Manual List Upload
11030466,Inactive Investor,Andrew Gustafson,Financial Advisor,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",,,Salesforce
10618598,,Steven Zohn,,,steven.zohn@ubs.com,,List Import
10786344,Inactive Investor,Patricia Swartz,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10761822,Inactive Investor,Veronica Hammond,,"First Command Brokerage Services, Inc.",vdgrimes@firstcommand.com,,Salesforce
9572818,,Michael Meagher,,,michael.meagher@armoryfunds.com,,List import
11005192,Inactive Investor,Jereicah Hess,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Portland OR 6785 SW Beaverton Hillsdale Hwy",,,Salesforce
11118849,Inactive Investor,Sandy Soliman,,Fidelity Brokerage Services LLC,sandy.soliman@fmr.com,,Salesforce
11173772,Inactive Investor,Edward Pizzo,,Edward Jones Joliet IL 1508 Essington Rd,,,Salesforce
11222304,,Victoria Burress,,,victoria@austinasset.com,,List Import
10984174,Inactive Investor,Samantha Cockrum,,"Raymond James Financial Services, Inc. Ketchikan AK 307 Stedman St",samantha.cockrum@raymondjames.com,,Salesforce
10940473,Inactive Investor,Michella Albright,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
9577445,,Dara Demaree,,,ddemaree@sagepointadvisor.com,,List import
11234431,Inactive Investor,Michael Newman,,"Silver Oak Securities, Incorporated Alamo TN 96 S Bells St",,,Salesforce
9608412,,Denise Garcia,,,deamiga10@yahoo.com,,List import
11064799,Inactive Investor,Chan Park,,Evercore Group L.L.C.,,,Salesforce
11183111,Inactive Investor,Aaron Lounsbury,,"Allstate Financial Services, LLC Owego NY 82 North Ave",aaronlounsbury@allstate.com,,Salesforce
11087567,Inactive Investor,Kenneth Sanders,,"Osaic FS, Inc. Frazier Park CA Private Residence",,,Salesforce
10936193,Inactive Investor,Lynn Williams,,"The Leaders Group, Inc.",,,Salesforce
11031578,Inactive Investor,Joe Davis,Financial Advisor,Thrivent Investment Management Inc. Gig Harbor WA 3413 56th St,joe.davis@thrivent.com,,Salesforce
10975873,Inactive Investor,James Wilhelmsen,,"Farmers Financial Solutions, LLC Idaho Falls ID 715 S Old Butte Hwy",jamesw@farmersagent.com,,Salesforce
10854497,Inactive Investor,Matthew Svirida,Chief Operating Officer;Vice President,American Investment Services Inc,,,Salesforce
10568327,,Lưu Văn Bắc,,,luubactvtk@gmail.com,,Web Form Fillout
11080595,Inactive Investor,Andrew Lotz,Financial Advisor,Edward Jones Lima OH 2304 Harding Hwy,andrew.lotz@edwardjones.com,,Salesforce
11175880,Inactive Investor,Christopher Houlihan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,christopher.houlihan@fidelity.com,,Salesforce
11157172,Inactive Investor,Duane Schmedeke,,Country Capital Management Company Springfield IL 2631 Beechler Ct,duane.schmedeke@countryfinancial.com,,Salesforce
9635333,,Emily Chan,,,echan@newharborcap.com,,List import
9641324,,Kelvin Wong,,,kelvin.wong@berninagroup.com,,List import
11143664,Inactive Investor,James Greenwood,,BNY Mellon Securities Corporation Boston MA 201 Washington St,james.greenwood@bnymellon.com,,Salesforce
11165164,Inactive Investor,Ernest Luster,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",ernest.luster@ml.com,,Salesforce
9625494,,Gaurav masram,,,gaurav.masram@gmail.com,,List import
11180724,Inactive Investor,Caroline Brodersen,First Vice President - Wealth Management;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. San Jose CA 355 Santana Row,denise.brodersen@ubs.com,,Salesforce
9582990,,Jacqueline Manley,,,jcqlmanl@gmail.com,,List import
11203328,Inactive Investor,Jonathan Althage,Regional Director;Wealth Advisor,"Capital Advisors, Inc.",jalthage@capitaladv.com,,Salesforce
11052796,Inactive Investor,Gordon Vetas,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11186332,Inactive Investor,Cynthia Rose,,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 221 E 4th St",rosec@stifel.com,,Salesforce
9585896,,Jo San,,,jdeca@pm.me,,List import
9604496,,Karanbir Singh,,,urtech22@gmail.com,,List import
10913695,Inactive Investor,Timothy Brown,Financial Advisor,Edward Jones Katy TX 23501 Cinco Ranch Blvd,tim.brown2@edwardjones.com,,Salesforce
9617897,,Neville Shah,,,neville.shah@citadel.com,,List import
9632339,,Jeffrey Oliverio,,,joliverio74@mac.com,,List import
10861173,Inactive Investor,Brian Bower,Financial Advisor,Edward Jones Tampa FL 6706 E Fowler Ave,brian.bower@edwardjones.com,,Salesforce
11105954,Inactive Investor,Timothy Okeefe,President,"Okeefe & Associates, P.C.",,,Salesforce
10658225,,Michael Dearth,,,michael.dearth@invesco.com,,List Import
9541264,,Abid Aku,,,akuabid682@gmail.com,,List import
9641334,,Aki Takahashi,,,aki_takahashi@live.jp,,List import
11108915,Inactive Investor,Gregory Goodman,Chief Compliance Officer;Managing Member,"Emro Asset Management, LLC",,,Salesforce
11077744,Inactive Investor,Charles Cox,Financial Advisor;General Partner;Regional Leader,Edward Jones Leander TX 6400 Lohmans Ford Rd,trey.cox@edwardjones.com,,Salesforce
11007987,Inactive Investor,Richard Cepak,,"Avantax Investment Services, Inc. Ennis TX 300 W Crockett St",,,Salesforce
11077250,Inactive Investor,Paul Giglio,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Norwell MA 80 Washington St",paul.giglio@rbc.com,,Salesforce
10890564,Inactive Investor,Kristen Gratton,Financial Advisor,"MML Investors Services, LLC Mars PA Private Residence",kgratton@financialguide.com,,Salesforce
167343,,Tim Carpentaria,,[Unknown],tim.carpentaria@gmail.com,,Paid Social
334748,,Timothy Devlin,"Portfolio Manager, Member, Class A Shares","Rex Capital Advisors, Llc",tdevlin@rexcapital.com,401-383-5370,Manual List Upload
9563088,,Granda Schultz,,,grandaschultz62@gmail.com,,List import
10929921,Inactive Investor,Lance Altheide,,"American Independent Securities Group, LLC Olympia WA 1107 W Bay Dr NW",lance@americanisg.com,,Salesforce
11203763,Inactive Investor,Randall Kolarik,,"Packerland Brokerage Services, Inc. Denmark WI Private Residence",randall_kolarik@packerlandbrokerage.com,,Salesforce
10880670,Inactive Investor,Steven Bragg,,"Grove Point Investments, LLC Warrington PA Private Residence",sbragg@hbeckinc.com,,Salesforce
11027508,Inactive Investor,Sterling Burns,Associate,Stephens,sburns@stephens.com,,Salesforce
11074055,Inactive Investor,Linda Martin,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",linda_g_martin@ml.com,,Salesforce
9587261,,Mark Barry,,,mbarry@centerpointadvisors.net,,List import
10951686,Inactive Investor,Jason Sangekar,,Purshe Kaplan Sterling Investments Summit NJ 47 Maple St,jsangekar@pksinvest.com,,Salesforce
11201140,Inactive Investor,James Murray,Chief Compliance Officer;Managing Member;President,"JADIM Wealth Management, LLC",jmurray@jdmwealth.com,,Salesforce
11080889,Inactive Investor,Tanner Brady,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",tanner.j.brady@ml.com,,Salesforce
11060510,Inactive Investor,Michael Mendenhall,Financial Advisor,Edward Jones Spanish Fork UT 230 N Main St,mike.mendenhall@edwardjones.com,,Salesforce
11152858,Inactive Investor,Patrick Hogan,,"Saxony Securities, Inc. Hamilton OH 1502 University Blvd",phogan@saxonysecurities.com,,Salesforce
11103242,Inactive Investor,Timothy Murphy,Financial Advisor,Edward Jones Overland Park KS 10975 Grandview Dr,tim.murphy@edwardjones.com,,Salesforce
10656697,,Scott Gengler,,,scott.gengler@raymondjames.com,,List Import
174029,,Marc Lustig,,[Unknown],lustigfamily1922@gmail.com,,
11100681,Inactive Investor,Jacob Morales,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11092895,Inactive Investor,Melissa Curran,Relationship Specialist,The Huntington Investment Company Columbus OH 1600 Bethel Rd,melissa.curran@huntington.com,,Salesforce
10866666,Inactive Investor,Yale Long,,"Farmers Financial Solutions, LLC Riverside CA 1700 Iowa Ave",ylong@farmersagent.com,,Salesforce
9560485,,Nadeem Karim,,,nkarim999@hotmail.com,,List import
9540596,,Patrick Hughes,,,patrick.hughes@iraservices.com,,List Import
11304408,Inactive Investor,Joseph Higgins,,HigLou Advisors LLC,joe_higgins_155@yahoo.com,(212) 725-9688,product
9593012,,Jacob Smith,,,beardseyeview@icloud.com,,List import
11027753,Inactive Investor,Taylor Venanzi,Chief Compliance Officer;Financial Planner;Founder;Owner,Activate Wealth LLC,,,Salesforce
11029228,Inactive Investor,Todd Ruble,Wealth Advisor,"Beacon Pointe Advisors, LLC Scottsdale AZ 6263 N Scottsdale Rd",truble@beaconpointe.com,,Salesforce
10847518,Inactive Investor,Fredric Fisher,Chief Compliance Officer;Managing Member;President,"Trinity Capital Management, LLC",fred@trinitycm.com,,Salesforce
10894307,Inactive Investor,Troy Dawson,,Lincoln Investment Des Moines WA 21804 Marine View Dr S,tdawson@lincolninvestment.com,,Salesforce
10845203,Inactive Investor,Rex Thatcher,,LPL Financial LLC Lakewood CO Private Residence,rex.thatcher@lpl.com,,Salesforce
10904076,Inactive Investor,Brian Engle,,IP Financial Advisory Services LLC Brighton CO 30 S 7th Ave,bengle@innovationpartnersllc.com,,Salesforce
10661465,,Jordan Licht,,,jlicht@burfordcapital.com,,List Import
11106347,Inactive Investor,Tamira Scratch,,"Wells Fargo Clearing Services, LLC Charlotte NC 839 Providence Rd",tamira.scratch@wellsfargo.com,,Salesforce
9580272,,Cedric Jeanson,,,cedric@bitspread.co.uk,,List import
9585347,,Gabriel Brogden,,,gabe.brogden@cusonet.com,,List import
10786897,Inactive Investor,Mary Rogers,,HSBC Securities (USA) Inc.,maryjosephine.rogers@us.hsbc.com,,Salesforce
10915893,Inactive Investor,Nicholas Suire,Financial Advisor,Edward Jones Youngsville LA 624 Lafayette St,nick.suire@edwardjones.com,,Salesforce
9631548,,Anthony Gill,,,amakigill@gmail.com,,List import
11236215,Inactive Investor,Margaret Mckinney,Associate Fixed Income Analyst,"Moneta Group Investment Advisors, LLC Saint Louis MO 1 N Brentwood Blvd",mmckinney@monetagroup.com,,Salesforce
72259,,Joseph Driscoll,,United States,driscoll.recording@gmail.com,,
11061373,Inactive Investor,Florence Torson-Hart,Assistant Vice President;Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",florence.torsonhart@ml.com,,Salesforce
174261,,James Ozanne,,[Unknown],jho@jhozanne.com,,source
10875075,Inactive Investor,Casey Stick,,"Wells Fargo Clearing Services, LLC",casey.stick@wellsfargo.com,,Salesforce
10845863,Inactive Investor,Kelly Proctor,,"U.S. Bancorp Investments, Inc. Chicago IL 6100 N Northwest Hwy",kelly.proctor@usbank.com,,Salesforce
9629745,,ANAEL ICHANE,,,anael.ichane@gmail.com,,List import
9559920,,Thomas -,,,tblees@firstnationaltaxliens.com,,List import
11024698,Inactive Investor,Michelle Kennedy,,Cetera Advisor Networks LLC Rochester MN 130 23rd Ave SW,kennedym@ceteranetworks.com,,Salesforce
11181365,Inactive Investor,John Westbee,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bismarck ND 1400 W Century Ave",westbeej@stifel.com,,Salesforce
10815870,Inactive Investor,Martin Cole,Chief Compliance Officer;Managing Member,"Cole Wealth Management, LLC",mcole@colewealthmanagement.com,,Salesforce
11014163,Inactive Investor,Antonio Williams,,PFS Investments Inc. Memphis TN 5220 Park Ave,,,Salesforce
11013497,Inactive Investor,George Rizos,Financial Advisor;Senior Vice President,Wintrust Investments LLC Arlington Heights IL 150 E Rand Rd,,,Salesforce
10657827,,Antonio Murphy,,,antonio.x.murphy@chase.com,,List Import
10758055,Inactive Investor,Luis Revuelta,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",luis.revuelta@ml.com,,Salesforce
11110425,Inactive Investor,Shanan Doherty,Investment Advisor Representative,The AmeriFlex Group Sterling CO 226 S 2nd St,,,Salesforce
344801,,Rick Whalen,Financial Advisor,Choice Wealth Advisors Llc,rwhalen@choicewealthadv.com,207-873-0996,Manual List Upload
11035038,Inactive Investor,Jamal Khatib,,"Hoopoe Capital Markets, LLC",jamal@hoopoeadvisors.com,,Salesforce
11036758,Inactive Investor,Joseph Larson,Client Service Representative;Financial Advisor,LPL Financial LLC West Chester OH 8194 Liberty Way,,,Salesforce
11037236,Inactive Investor,Damon Silverstein,Financial Advisor;Private Wealth Advisor,Morgan Stanley Locust Valley NY Private Residence,damon.silverstein@morganstanleypwm.com,,Salesforce
10913104,Inactive Investor,Richard Zaegel,,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,richard.zaegel@lpl.com,,Salesforce
10789682,Inactive Investor,Roy Goldberg,,"Avantax Investment Services, Inc. Rancho Palos Verdes CA Private Residence",,,Salesforce
10980331,Inactive Investor,Rezso Spruch,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,rezso.spruch@jpmorgan.com,,Salesforce
9561861,,Vern Sumnicht (advisor on behalf of my client who is accredited),,,vern@sumnicht.com,,List Import
11047398,Inactive Investor,Karin Conroy,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,,,Salesforce
10967187,Inactive Investor,Hannah Ripperger,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11077931,Inactive Investor,Colene Bradley,Preferred Relationship Manager,"Fifth Third Securities, Inc. Milford MI 115 E Liberty St",colene.bradley@53.com,,Salesforce
10981398,Inactive Investor,Meredith Graf,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,mlgraf@ft.newyorklife.com,,Salesforce
347691,,Ross Morrow,Vice President,"Howard Financial Services, Ltd.",ross.morrow@hfs-wm.com,214-346-0785,Manual List Upload
10904750,Inactive Investor,Matthew Asciutto,Advisor,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",masciutto@financialguide.com,,Salesforce
9544388,,Winston Buckley,,,buckleysvcs@gmail.com,,List import
9605444,,meredith rose,,,meredith.rose@cox.net,,List import
10790516,Inactive Investor,Edward Friedman,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",ed.friedman@nm.com,,Salesforce
11211984,Inactive Investor,Danielle Coombs,,Fidelity Brokerage Services LLC,,,Salesforce
10996967,Inactive Investor,Tristan Mohn,,"Coldstream Securities, Inc. Seattle WA 1200 Westlake Ave N",tristan.mohn@coldstream.com,,Salesforce
11155681,Inactive Investor,Joy Hurst,Financial Advisor,LPL Financial LLC Warner Robins GA 209 Independence Dr,joy.hurst@lpl.com,,Salesforce
11203632,Inactive Investor,John Burbidge,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,john.burbidge@fmr.com,,Salesforce
10818647,Inactive Investor,Mitchel Macnguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",mitchel.macnguyen@wellsfargoadvisors.com,,Salesforce
4251626,,Lazim Alipour,,,lazim.alipour@gmail.com,,Web Form Fillout
11065240,Inactive Investor,Robert Brust,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 814 A1A N",robbie.brust@raymondjames.com,,Salesforce
11064114,Inactive Investor,Pete Ponich,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11101645,Inactive Investor,Vernon Pierce,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11026145,Inactive Investor,Steven Splittstoesser,,PFS Investments Inc. Saint Paul MN 7300 Hudson Blvd N,steven.splittstoesser@primerica.com,,Salesforce
10758755,Inactive Investor,Jeremy Jones,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",jeremy.jones@schwab.com,,Salesforce
11206829,Inactive Investor,Alexander Dalton,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,acdalton@ft.newyorklife.com,,Salesforce
10770888,Inactive Investor,Chad Danforth,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",chad.danforth@raymondjames.com,,Salesforce
10999935,Inactive Investor,Arley Blair,,State Farm VP Management Corp.,arley.blair.u23j@statefarm.com,,Salesforce
10606546,,Regina Stuzin,"Authorized Officer, Relationship Manager, Senior Wealth Strategy Associate",UBS Financial Services Inc.,regina.stuzin@ubs.com,212-713-2043,List Import
11137412,Inactive Investor,John Stewart,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",john.stewart@tiaa.org,,Salesforce
4454298,,Ringfd Gagga,,,hahaha@gmail.com,,Web Form Fillout
10920062,Inactive Investor,Sarah Caravia,,"Raymond James Financial Services, Inc. Fairview Heights IL 832 Lincoln Hwy",,,Salesforce
236539,, -,,[[Unknown]],press@cvj.ch,,
10984060,Inactive Investor,Peipei Ding,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 5442 Peachtree Blvd",,,Salesforce
10808204,Inactive Investor,Daniel Ronis,Financial Advisor,Janney Montgomery Scott LLC Alexandria VA 1800 Diagonal Rd,dronis@janney.com,,Salesforce
11151172,Inactive Investor,Mark Duricky,Financial Advisor;Portfolio Manager;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,mark.duricky@morganstanley.com,,Salesforce
10753872,Inactive Investor,Elizabeth Dunsworth,Financial Advisor,Edward Jones Minneapolis MN 3988 Central Ave NE,betsy.dunsworth@edwardjones.com,,Salesforce
11094622,Inactive Investor,Christopher Gibbs,,"Osaic Wealth, Inc. Charlotte NC 10800 Sikes Pl",,,Salesforce
10855634,Inactive Investor,John Paciorek,,"Allstate Financial Services, LLC Yorkville IL 624 W Veterans Pkwy",johnpaciorek@allstate.com,,Salesforce
9627816,, -- --,,, --@gmail.com,,List import
10849657,Inactive Investor,Aaron Brandt,Financial Advisor,Edward Jones Felton CA 6630 Hwy 9,aaron.brandt@edwardjones.com,,Salesforce
10802441,Inactive Investor,Danielle Witherill,Financial Advisor,Edward Jones Grand Rapids MN 432 NE 3rd Ave,danielle.witherill@edwardjones.com,,Salesforce
10886762,Inactive Investor,Andrew Pesha,,"Osaic Wealth, Inc. Reno NV Private Residence",,,Salesforce
10756582,Inactive Investor,Christine Rutherford,Financial Advisor,"Wells Fargo Clearing Services, LLC Toledo OH 7335 Crossleigh Ct",christine.rutherford@wellsfargoadvisors.com,,Salesforce
11083162,Inactive Investor,Sarah White,Financial Planner;Financial Professional,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",sarahwhite@financialguide.com,,Salesforce
9634253,,Jay Moore,,,jnaik83@gmail.com,,List import
10804353,Inactive Investor,Duane Roth,Investment Advisor Representative,RDA Financial Network O Fallon IL 4925 Stone Falls Ctr,,,Salesforce
344508,,Rob Nicoski,Lead Portfolio Manager,Disciplined Growth Investors Inc,robn@dginv.com,612-317-4100,Manual List Upload
9575374,,Zhikang Chen,,,chenzhikang_r@163.com,,List import
10615562,,Daniel Giaimo,Financial Advisor,,dgiaimo@itistrategies.com,,List Import
11124895,Inactive Investor,Nicholas Clarke,,Vanguard Marketing Corporation,nicholas_clarke@vanguard.com,,Salesforce
10510663,,Paul Larkin,Executive Director,JPMorgan Chase,paul.larkin@jpmorgan.com,,List Import
8585963,,Alexandre Aubert,,,alexandreaubert@hotmail.com,,Web Form Fillout
9543083,,James Smolinski,,,j.smolinski@fi.com,,List import
9567883,,Ronald Maxfield,,,ronald.maxfield@lfg.com,,List import
10926845,Inactive Investor,David Arakelyan,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,arakelyand@ceteranetworks.com,,Salesforce
11153044,Inactive Investor,Maria Concilio,Senior Wealth Strategy Associate,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,maria.concilio@ubs.com,,Salesforce
9625822,,Vladimir Walko,,,vwalko@hatchbiofund.com,,List import
10756565,Inactive Investor,Russell Andersen,,"Northern Trust Securities, Inc. Bonita Springs FL 26790 S Tamiami Trl",ra18@ntrs.com,,Salesforce
10986463,Inactive Investor,Terry Vanwinkle,,MWA Financial Services Inc. Norman OK Private Residence,terry.w.vanwinkle@mwarep.org,,Salesforce
11188971,Inactive Investor,Rickie Johnson,Financial Advisor,"Equitable Advisors, LLC Baton Rouge LA 4242 Harding Blvd",rickie.johnson@equitable.com,,Salesforce
10768862,Inactive Investor,Adam Perkins,,"UMB Financial Services, Inc. Saint Louis MO 7700 Forsyth Blvd",adam.perkins@umb.com,,Salesforce
11136631,Inactive Investor,John Bellino,,"Northwestern Mutual Investment Services, LLC Ottawa IL 110 E Main St",john.a.bellino@nm.com,,Salesforce
10489429,,Sergio Badillo,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",sergio.badillo@tiaa.org,,List Import
10657260,,Alpeshkumar Patel,,,20akpatel@ft.newyorklife.com,,List Import
9647782,,Zoe Brunson,,,zoe.brunson@assetmark.com,,List import
10760365,Inactive Investor,Michael Kuruzovich,Financial Advisor,"Wells Fargo Clearing Services, LLC Largo FL 14147 Walsingham Rd",mike.kuruzovich1@wellsfargo.com,,Salesforce
10810716,Inactive Investor,John Derosa,First Vice President - Wealth Management,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",john.derosa@raymondjames.com,,Salesforce
10874472,Inactive Investor,Daniel Petty,Owner,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,daniel.petty@primerica.com,,Salesforce
11171420,Inactive Investor,Connell Lennon,,Vanguard Marketing Corporation,connell_lennon@vanguard.com,,Salesforce
10833700,Inactive Investor,David Tod,,Newbridge Securities Corporation Norwalk CT 101 Merritt 7,dtod@newbridgesecurities.com,,Salesforce
118525,,Bruce Browar,,"SunTrust Advisory Services, Inc.",bruce.browar@suntrust.com,954-745-9302,
11098275,Inactive Investor,David Wire,,Cetera Advisor Networks LLC Camarillo CA 333 N Lantana St,,,Salesforce
10797482,Inactive Investor,Andrew Moen,Chief Compliance Officer,"Newman Ladd Capital Advisors, LLC.",,,Salesforce
10970249,Inactive Investor,Zakia Zimmerman,,J.P. Morgan Securities LLC Brooklyn NY 127 7th Ave,zakia.m.zimmerman@chase.com,,Salesforce
11296297,Inactive Investor,Fred Warburg,,"Fernwood Investment Management, LLC",fwarburg@fernwoodinvestment.com,617-376-4750,Salesforce
10883841,Inactive Investor,Matthew Leclair,,"Osaic Wealth, Inc. Rhinelander WI Private Residence",,,Salesforce
10754062,Inactive Investor,Nathan Reusser,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,nathan.reusser@lpl.com,,Salesforce
11201152,Inactive Investor,Jay Cherry,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11149501,Inactive Investor,Denise Taylor,,"Allstate Financial Services, LLC Greenwood SC 1421 Calhoun Rd",dtaylor@allstate.com,,Salesforce
10802211,Inactive Investor,Joseph Bonfiglio,,"Avantax Investment Services, Inc. Holmdel NJ 36 Main St",,,Salesforce
11048425,Inactive Investor,Birte Koors,,"Farmers Financial Solutions, LLC Westlake Village CA 2535 Townsgate Rd",bkoors@farmersagent.com,,Salesforce
9591889,,Maryann Falduto,,,mfaldut@gmail.com,,List import
341270,,Claudia Green,General Counsel & Senior Analyst,"Fermat Capital Management, Llc",claudia@fcm.com,203-454-6811,Manual List Upload
246419,,Gregory Hertzig,,Sculptor,gregory.hertzig@sculptor.com,,
9594865,,J. Lawrence Manley,,,lmanley@manleyasset.com,,List import
10781198,Inactive Investor,Dylan Jordan,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 4922 E Bell Rd,dylan.x.jordan@chase.com,,Salesforce
11234098,Inactive Investor,Gina Blair,,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",,,Salesforce
10836682,Inactive Investor,Christopher Pesce,First Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,christopher.pesce@ubs.com,,Salesforce
73600,,Denis Damiens,,Alliance Trust Company,denisdamiens@yahoo.com,(601) 720-7825,Organic Search
11120987,Inactive Investor,Nicole Royce,,LPL Financial LLC Vernon Rockville CT 20 Hyde Ave,nicole.vasseur@lpl.com,,Salesforce
10957761,Inactive Investor,Eugene Costello,,LifeMark Securities Corp. Mentor OH 6979 Chairmans Ct,ecostello@lifemark.com,,Salesforce
11159410,Inactive Investor,Zachary Romig,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",zachary.romig@ml.com,,Salesforce
9609369,,Alex Bertier,,,sullivanilla@protonmail.com,,List import
10941190,Inactive Investor,Kurt Goodlitt,,Fidelity Brokerage Services LLC,,,Salesforce
350007,,Kenneth Gilmore,Investment Advisor,"National Asset Management, Inc.",kgilmore@nationalsecurities.com,973-507-0707,
11033628,Inactive Investor,Ethan Mass,,LPL Financial LLC Kingston NY 108 N Front St,ethan.mass@lpl.com,,Salesforce
11093383,Inactive Investor,Jonathan Galindo,,"Kestra Investment Services, LLC",jonathan.galindo@kestrafinancial.com,,Salesforce
11006810,Inactive Investor,Jedidiah Dehart,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,jed.dehart.w89x@statefarm.com,,Salesforce
10868864,Inactive Investor,Jonathan Gardey,Chief Executive Officer;President;Regulatory Contact;Shareholder,Gardey Financial Advisors Inc,jgardey@gardey.com,,Salesforce
10931895,Inactive Investor,Raul Castillo,,"Farmers Financial Solutions, LLC Federal Way WA 33650 6th Ave S",rcastillo2@farmersagent.com,,Salesforce
10772492,Inactive Investor,Peter Grassi,Managing Member;Managing Partner,"Grassi Investment Management, LLC",,,Salesforce
9632264,,vickie smith,,,smithnik79@gmail.com,,List import
10996863,Inactive Investor,Giuseppe Viviano,Relationship Banker,J.P. Morgan Securities LLC Detroit MI 2941 Russell St,giuseppe.viviano@jpmorgan.com,,Salesforce
9569547,,Michaelangelo Anglero Vazquez,,,noticemichael@gmail.com,,List import
9634138,,Peter Cusumano,,,peter@theheartlandteam.com,,List import
11201754,Inactive Investor,Frank Gaccione,,NYLIFE Securities LLC Center Moriches NY Private Residence,fagaccione@ft.newyorklife.com,,Salesforce
9637637,,Stephanie Connor Arkof,,,sconnor@sbcapitalmanagement.com,,List import
9567578,,Kevin Rodriguez,,,kevinrodriguez1987@gmail.com,,List import
11150887,Inactive Investor,Erik Boyme,Financial Advisor,LPL Financial LLC Auburn CA Private Residence,erik.boyme@lpl.com,,Salesforce
10955428,Inactive Investor,Nicolas D'Amico,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10801876,Inactive Investor,Cole Kelly,,Cetera Advisor Networks LLC Chanhassen MN Private Residence,kellyc@ceteranetworks.com,,Salesforce
11198453,Inactive Investor,Aigul Aubakirova,,J.P. Morgan Securities LLC North Miami Beach FL 17760 Collins Ave,aigul.aubakirova@chase.com,,Salesforce
10756945,Inactive Investor,David Klein,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",david.klein@nm.com,,Salesforce
10883274,Inactive Investor,James Culp,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",james.culp@aretewealth.com,,Salesforce
10858957,Inactive Investor,George Nordstrom,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,nordstromg@ceteranetworks.com,,Salesforce
9611735,,Mariano Bacigalupo,,,marianobacigalupo@gmail.com,,List import
11185297,Inactive Investor,Crystal Crawford,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",crystal.crawford@wellsfargoadvisors.com,,Salesforce
10793278,Inactive Investor,Robert Singer,Financial Advisor,Edward Jones Cranberry Township PA 2009 Mackenzie Way,robert.singer@edwardjones.com,,Salesforce
9545439,,Luis Saucedo,,,lsaucedo@massmutual.com,,List import
11261302,Inactive Investor,Rachel Vonbank,Chief Compliance Officer,"Falcon Wealth Planning, Inc.",rachel@falconwp.com,,Salesforce
11143624,Inactive Investor,Julia Kimber,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
9618872,,Lawrence Speidell,,,larry@frontierglobalpartners.com,,List import
11015964,Inactive Investor,Christopher Burke,,TradeWeb L.L.C,christopher.burke@tradeweb.com,,Salesforce
10763014,Inactive Investor,Laurence Weisz,Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,laurence.weisz@morganstanley.com,,Salesforce
11165169,Inactive Investor,Matthew Pollard,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",matthew.pollard@ml.com,,Salesforce
10611562,,David Zellner,"Senior Financial Advisor, Senior Vice President",,david_zellner@ml.com,,List Import
206849,,Peter Grant,,[Unknown],dubtra@hotmail.com,,source
9629552,,Sean Alsup,,,salsup@connectria.com,,List import
11113856,Inactive Investor,Frank Aceves,,LPL Financial LLC Walnut Creek CA 2890 N Main St,frank.aceves@lpl.com,,Salesforce
10910789,Inactive Investor,John Bliss,,"Kingswood Capital Partners, LLC Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11076728,Inactive Investor,Anika Jones,Chief Compliance Officer,The Kelly Group,,,Salesforce
10614544,,Richard Beneduci,"Financial Advisor, Partner",,rbeneduci@ecapwealth.com,,List Import
9550229,,Marios Theofanopoulos,,,marios.theofanopoulos@gmail.com,,List import
9582457,,Jonathan Beckstead,Financial Advisor,Fisher Investments,j.beckstead@fi.com,,List import
11220876,,Courtney Raatz,,,courtney.raatz@lpl.com,,List Import
11100025,Inactive Investor,Casey Walker,Financial Consultant,Thrivent Investment Management Inc. De Witt IA 908 6th Ave,casey.walker@thrivent.com,,Salesforce
10998411,Inactive Investor,Andrew Ramsey,Investment Officer,"Hirtle, Callaghan & Co., LLC Denver CO 3200 E Cherry Creek South Dr",aramsey@hirtlecallaghan.com,,Salesforce
10770962,Inactive Investor,Jon Morten,,D.A. Davidson & Co. Lincoln NE 5701 S 34th St,jmorten@dadco.com,,Salesforce
11043215,Inactive Investor,Thomas Pilch,,LPL Financial LLC Redford MI 13938 Inkster Rd,thomas.g.pilch@lpl.com,,Salesforce
11088171,Inactive Investor,Heath Hamrick,Chief Compliance Officer;Managing Member,H Cubed Financial Solutions,,,Salesforce
11166724,Inactive Investor,Salesi Vehikite,,J.P. Morgan Securities LLC San Jose CA 1725 Saratoga Ave,salesi.vehikite@jpmorgan.com,,Salesforce
1986545,,Govind Kumar Govind Kumar,,,govindkumar39891@gmail.com,,
10760221,Inactive Investor,Shaun McKeever,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",shaun.mckeever@wellsfargoadvisors.com,,Salesforce
11012121,Inactive Investor,Richard Tyler,,"Avantax Investment Services, Inc.",,,Salesforce
10764400,Inactive Investor,Danielle Brooks,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 1819 Bay Ridge Ave",danielle.n.brooks@ampf.com,,Salesforce
228687,, -,,[[Unknown]],jonasdigregorio@gmail.com,,
11040665,Inactive Investor,Hollie Butler,Chief Compliance Officer;Client Services Manager,"Wealth Management Partners, LLC",hollie.butler@wmpaz.com,,Salesforce
11013660,Inactive Investor,Clarence Mercatoris,,"Cambridge Investment Research, Inc. Brookville PA Private Residence",,,Salesforce
8429190,,Cory Freeman,,,cory@maple.finance,,Web Form Fillout
10755650,Inactive Investor,Gregory Gray,Financial Advisor,"Ameriprise Financial Services, LLC Wichita Falls TX 2629 Plaza Pkwy",leah.m.gray@ampf.com,,Salesforce
11055076,Inactive Investor,Angela Phillips,,Union Capital Company Punta Gorda FL 150 W McKenzie St,aphillips@unioncapital.com,,Salesforce
10895734,Inactive Investor,Nathan Larrick,,"Raymond James Financial Services, Inc. Cambridge OH 845 Wheeling Ave",nathan.larrick@raymondjames.com,,Salesforce
10895245,Inactive Investor,Christopher Radu,,LPL Financial LLC Traverse City MI 12930 SW Bay Shore Dr,christopher.radu@lpl.com,,Salesforce
11064913,Inactive Investor,Tony Coleman,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",tony.coleman@ampf.com,,Salesforce
10879760,Inactive Investor,Timothy Casino,,J.P. Morgan Securities LLC Las Vegas NV 2311 W Charleston Blvd,timothy.casino@jpmorgan.com,,Salesforce
9646299,,Simon Thomas,,,simon@clearfly.co.uk,,List import
10927188,Inactive Investor,Jacob Dilcher,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.dilcher@fmr.com,,Salesforce
10807543,Inactive Investor,Darryl Dyche,Chief Compliance Officer;President,"Dyche Wealth Management, Inc",darryl@dychewm.com,,Salesforce
10902112,Inactive Investor,Taurean Collins,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11180393,Inactive Investor,Joyce Davis,,"Osaic FS, Inc. Attleboro MA 228 County St",,,Salesforce
10830791,Inactive Investor,Todd Sheets,,"Raymond James Financial Services, Inc. Urbana IL 201 W Main St",todd.sheets@raymondjames.com,,Salesforce
10857796,Inactive Investor,Jeffrey Wiyninger,Managing Member;Partner;President,"Pathway Advisors, LLC",jeff@pathway-advisor.com,,Salesforce
11184596,Inactive Investor,Andre Coudsi,Financial Advisor,Morgan Stanley San Francisco CA 555 California St,andre.coudsi@morganstanley.com,,Salesforce
216220,,Leo Takeda,,[Unknown],takeda.leo@gmail.com,,Event
11082897,Inactive Investor,Benjamin Weaver,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,benjamin.weaver@fidelity.com,,Salesforce
10965785,Inactive Investor,Derek Botwinick,Senior Financial Advisor,Lumiere Financial,rick.botwinick@lumierefg.com,,Salesforce
348144,,Daniel Lindquist,Managing Director,First Trust Advisors Lp,dlindquist@ftportfolios.com,630-765-8000,Manual List Upload
10915363,Inactive Investor,Jimmy Grigsby,Financial Advisor,Edward Jones Fort Worth TX 6001 Bridge St,jimmy.grigsby@edwardjones.com,,Salesforce
11032583,Inactive Investor,Eric Jensen,,Cetera Advisor Networks LLC Westminster CO 8471 Turnpike Dr,,,Salesforce
11074620,Inactive Investor,Robert Mclane,,LPL Financial LLC Garden City NY 585 Stewart Ave,robert.mclane@lpl.com,,Salesforce
8384169,,Alex McCardell,,,alex@alexmcc.com,,Web Form Fillout
10944672,Inactive Investor,Eliza Gould,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria MN 304 Maple St",eliza.j.chyba@wellsfargo.com,,Salesforce
10865742,Inactive Investor,Gary Blake,,"Mutual of Omaha Investor Services, Inc. Fairfax VT 1193 Ethan Allen Hwy",gary.blake@mutualofomaha.com,,Salesforce
4531946,,Ghea Adr,,,jackieyorn@putrajayabaya.skom.id,,Web Form Fillout
220767,,Alice Liu,,[Unknown],alice.liu.2014@gmail.com,,
11072762,Inactive Investor,Francesca Fassino,Client Associate,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",francesca.fassino@wellsfargo.com,,Salesforce
9563906,,alberto bettencourt,,,alberto@mcmediasia.com,,List import
11220022,,Chenyu Cai,,,cai@pzena.com,,Other
9552617,,James H,,,james@blockbankglobal.com,,List import
11106031,Inactive Investor,Mallory D'Augustine,Financial Advisor,Edward Jones Massillon OH Private Residence,,,Salesforce
11090255,Inactive Investor,Hunter Lloyd,Founding Partner,49 Financial,,,Salesforce
10877711,Inactive Investor,Alyssa Shelton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",alyssa.m.shelton@ml.com,,Salesforce
10985844,Inactive Investor,Ralph Verdugo,,J.P. Morgan Securities LLC Peoria AZ 8280 W Lake Pleasant Pkwy,ralph.verdugo@jpmorgan.com,,Salesforce
217024,,Henry Gong,,[Unknown],lizhhego@yahoo.com,,
10901092,Inactive Investor,Andrew Lowe,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9586321,,John Masserant,,,johcmasserant@gmail.com,,List import
10870314,Inactive Investor,Avi Ashkenazy,,"MML Investors Services, LLC New York NY 622 3rd Ave",aashkenazy@financialguide.com,,Salesforce
10830759,Inactive Investor,Marko Tubic,Financial Advisor,Edward Jones Seattle WA 150 Nickerson St,,,Salesforce
10821839,Inactive Investor,Ralph Boeckmann,,"First Command Brokerage Services, Inc. Fairfax VA 12150 Monument Dr",rboeckmann@firstcommand.com,,Salesforce
10981695,Inactive Investor,John Roberts,,J.P. Morgan Securities LLC Knoxville TN 11242 Kingston Pike,,,Salesforce
10825864,Inactive Investor,Amanda Vance-Giangola,Financial Advisor,"United Brokerage Services, Inc Winchester VA 1447 N Frederick Pike",,,Salesforce
236556,, -,,[[Unknown]],andym1@comcast.net,,
340421,,Neal Costello,Managing Director,Alpinvest Partners B.v.,neal.costello@alpinvest.com,312-054-07575,Manual List Upload
244917,,Peter Nolan,Director of Strategic Accounts,Pontera,peter@pontera.com,,Manual List Upload
11034316,Inactive Investor,Maria Wolf,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 12381 W Sunrise Blvd",,,Salesforce
11117838,Inactive Investor,Joyce Vogt,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,joyce.vogt.i31h@statefarm.com,,Salesforce
9552937,,Travis meyers,,,travismeyers1278@hotmail.com,,List import
10657855,,Kurtis Iseminger,,,kurtis.e.iseminger@mwarep.org,,List Import
11138948,Inactive Investor,Rocky Rohde,Financial Advisor,"Ameriprise Financial Services, LLC Victoria TX 5606 N Navarro St",rocky.rohde@ampf.com,,Salesforce
10947690,Inactive Investor,Blayne Fugere,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11234253,Inactive Investor,Robert Orbin,Private Client Financial Advisor;Vice President,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",robert.c.orbin@citizenssecurities.com,,Salesforce
11120613,Inactive Investor,Mario Velarde,Private Client Advisor,J.P. Morgan Securities LLC Carmel by the Sea CA San Carlos & 6th St,mario.velarde@jpmorgan.com,,Salesforce
11051019,Inactive Investor,Simmerpal Bains,Private Wealth Advisor,"White Knight Strategic Wealth Advisors, LLC",simmerpal@wkswa.com,,Salesforce
11013797,Inactive Investor,Kari Grogan,,"FBL Marketing Services, LLC",kari.grogan@fbfs.com,,Salesforce
11125165,Inactive Investor,Quentin Garcia,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",quentin.garcia@wellsfargoadvisors.com,,Salesforce
11135992,Inactive Investor,Christopher Carey,,"RBC Capital Markets, LLC Boston MA 225 Franklin St",,,Salesforce
10869797,Inactive Investor,Erika Carter,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,erika_carter@vanguard.com,,Salesforce
10763103,Inactive Investor,Stephen Taft,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",stephen_taft@ml.com,,Salesforce
10782075,Inactive Investor,James Clark,,PNC Investments Washington DC 1913 Massachusetts Ave NW,james.clark@pnc.com,,Salesforce
9593923,,NASIMI AGHAYEV,,,agayevnsimi704@gmail.com,,List import
10930289,Inactive Investor,Joy Nagle,,"Raymond James Financial Services, Inc. Minneapolis MN 5270 W 84th St",joy.nagle@raymondjames.com,,Salesforce
10937326,Inactive Investor,Gregory Von Berg,Financial Advisor,LPL Financial LLC Colorado Springs CO 4783 Farmingdale Dr,gregory.von-berg@lpl.com,,Salesforce
10768389,Inactive Investor,Kevin Burnett,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",kevin.b.burnett@wellsfargo.com,,Salesforce
11206547,Inactive Investor,Keith Hawkins,,PFS Investments Inc. Hernando MS 180 W South St,keith.hawkins@primerica.com,,Salesforce
10786611,Inactive Investor,Katharine Biernacki,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",katharine_biernacki@ml.com,,Salesforce
9590732,,Michael Tierney,,,mtierney@rscapital.com,,List Import
10940619,Inactive Investor,Derrick Parker,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,,,Salesforce
9559992,,Erick M,,,erickdaniel.mgalindo@gmail.com,,List import
9580079,,Rajib Chanda,,,rchanda@gmail.com,,List import
10954893,Inactive Investor,Michael Short,,LPL Financial LLC Cincinnati OH 2000 Madison Rd,michael.short@lpl.com,,Salesforce
10929165,Inactive Investor,Bryan Biagioli,,"Cambridge Investment Research, Inc. Manchester Center VT 106 Center Hill Rd",,,Salesforce
9643714,,Chris Hermida,,,chermida@jstcap.com,,List import
9644016,,Richard Anderson,,,richard998877@live.com,,List import
10828673,Inactive Investor,Corey Milewski,Retirement Consultant,"Voya Financial Advisors, Inc.",corey.milewski@voyafa.com,,Salesforce
9641370,,Jinxw Wizard,,,jinxwizard@gmail.com,,List import
10878879,Inactive Investor,Marla Lopez-Martinez,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11055994,Inactive Investor,Stanley Nieminski,,"Fortis Capital Advisors, LLC Barrington IL 10 Executive Ct",,,Salesforce
11234907,Inactive Investor,John Taylor,Sales Development Representative;Wealth Advisor,"Perigon Wealth Management, LLC Wilmington DE 5806 Kennett Pike",jtaylor@perigonwealth.com,,Salesforce
9540733,,Daniel Aristides Fund LP,,Aristides Fund,daniel@aristidescapital.com,,Organic Search
11066019,Inactive Investor,Bradford Billings,,"Cresap, Inc.",bbillings@cresap.com,,Salesforce
10924906,Inactive Investor,Anna Perasso,,"Avantax Investment Services, Inc.",anna.perasso@avantax.com,,Salesforce
11116392,Inactive Investor,Emmett Murray,,PFS Investments Inc. Forest City NC 179 W Main St,emmett.murray@primerica.com,,Salesforce
10956125,Inactive Investor,Gregory Kimack,,Cetera Advisors LLC Saint Louis MO 2200 W Port Plaza Dr,,,Salesforce
11127005,Inactive Investor,Joy Pickering,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
235269,, -,,[[Unknown]],patrickahearninvest@gmail.com,,Organic Search
10790721,Inactive Investor,Ada Edwards,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11095265,Inactive Investor,Stuart Smith,Client Service Associate;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",stuart.smith@ampf.com,,Salesforce
215981,,Dave Nadig,Director of Research & Chief Investment Officer,ETF Trends,dnadig@etfflows.com,,Organic Search
9596568,,Jennifer Adams,,,jadams@renewablegroup.com,,List import
9614062,,B.C. Robb,,,robbinsb1983@gmail.com,,List import
10765383,Inactive Investor,Justin Fuery,,Morgan Stanley Boston MA 28 State St,justin.r.fuery@morganstanley.com,,Salesforce
9568530,,Calvin Lyons,,,clyons@midwesternsecurities.com,,List import
10916110,Inactive Investor,Amy Daley,,"Raymond James Financial Services, Inc. Sandusky OH 300 E Water St",amy.daley@raymondjames.com,,Salesforce
10999440,Inactive Investor,Brian Wholey,,"Sanford C. Bernstein & Co., LLC",brian.wholey@bernstein.com,,Salesforce
11144528,Inactive Investor,Andrew Nadeau,Senior Wealth Advisor,"Bigelow Investment Advisors, LLC",anadeau@bigelowadvisors.com,,Salesforce
11033765,Inactive Investor,William Demopolis,,LPL Financial LLC Troy MI 2050 W Big Beaver Rd,william.demopolis@lpl.com,,Salesforce
9626136,,Anna Katie,,,anusri_k@yahoo.com,,List import
11080554,Inactive Investor,Weston Norton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10857875,Inactive Investor,Roger Williams,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Madison WI 2901 W Beltline Hwy",roger.williams@tfaconnect.com,,Salesforce
11017662,Inactive Investor,Michael Delong,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",michael.delong@equitable.com,,Salesforce
9632113,,and miller,,,andrew@redlabtech.com,,List import
10845793,Inactive Investor,Jack Susser,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",jsusser@financialguide.com,,Salesforce
11076620,Inactive Investor,Penni Evenden,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",penni.evenden@schwab.com,,Salesforce
150164,,Gabriela Smarandache,,[Unknown],g.gabrielagaby@yahoo.com,,Webinar
9601054,,Frank Giancarli,,,fgiancarli@brightlightcapital.com,,List import
11029148,Inactive Investor,Jason Stern,,LPL Financial LLC West Warwick RI 1300 Division Rd,jason.stern@lpl.com,,Salesforce
11002788,Inactive Investor,Mateusz Zajchowski,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,mzajchowski@ft.newyorklife.com,,Salesforce
10914937,Inactive Investor,Jose Cortez,,J.P. Morgan Securities LLC Las Vegas NV 7204 W Craig Rd,joseluis.g.cortez@chase.com,,Salesforce
9541457,,Venugopal Arvabhumi,,,avreddy@yahoo.com,,List import
11026038,Inactive Investor,Anne O'Brien,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",,,Salesforce
10941069,Inactive Investor,Heather Martin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10819639,Inactive Investor,Jenna Muscarella,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,jenna.muscarella@morganstanley.com,,Salesforce
9595987,,Vincent Gurrea,,,vicent.gurrea@gmail.com,,List import
10787359,Inactive Investor,Sharon Brown,,"Wells Fargo Clearing Services, LLC",sharon.brown@wellsfargoadvisors.com,,Salesforce
10807611,Inactive Investor,Maurice Mathy,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",maurice.mathy@benjaminfedwards.com,,Salesforce
10775959,Inactive Investor,Nichole Griffin,,Morgan Stanley Raleigh NC 3800 Glenwood Ave,nichole.griffin@morganstanley.com,,Salesforce
9603285,,Parvez Khambatta,,,ufparveznk@gmail.com,,List import
11076387,Inactive Investor,Thomas McKinnon,,Cetera Financial Specialists LLC Hingham MA 175 Derby St,thomas.mckinnon@ceterafs.com,,Salesforce
11067754,Inactive Investor,John Moreno,,State Farm VP Management Corp. North Las Vegas NV 2225 Civic Center Dr,,,Salesforce
339025,,Otello Stampacchia,Manager,"Omega Fund Management, Llc",otello.stampacchia@omegafunds.net,617-502-6530,Manual List Upload
10886341,Inactive Investor,Conner Stewart,,Morgan Stanley Sandy UT 200 W Civic Center Dr,conner.stewart@morganstanley.com,,Salesforce
11022564,Inactive Investor,Bradford Ellis,Financial Advisor;Managing Partner;Vice President - Investments,"Wells Fargo Clearing Services, LLC Fredericksburg VA 1671 Emancipation Hwy",bradford.ellis@wellsfargo.com,,Salesforce
11044847,Inactive Investor,Molly Vielweber,Wealth Advisor,Bridgewater Asset Management LLC,molly.vielweber@bwam.net,,Salesforce
9628719,,Henrik Nilsen,,,fullstackyo@outlook.com,,List import
11077181,Inactive Investor,Claire Rinehart,Client Associate,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,crinehart@rockco.com,,Salesforce
10886451,Inactive Investor,Marco Moros,,"B.B. Graham & Company, Inc.",,,Salesforce
11154733,Inactive Investor,George McCleary,,"Osaic Wealth, Inc. Morrisville PA 800 Township Line Rd",,,Salesforce
10757023,Inactive Investor,Lindsay Reichert,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",lindsay.reichert@ml.com,,Salesforce
10995566,Inactive Investor,Lili Peng,,Goldman Sachs & Co.,,,Salesforce
10899779,Inactive Investor,Jeffrey Fancher,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",jeffrey.fancher@rbc.com,,Salesforce
10920690,Inactive Investor,Marci Ernst,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10933675,Inactive Investor,Kyle Thorpe,,&Partners Buffalo Grove IL 1130 W Lake Cook Rd,kyle.thorpe@andpartners.com,,Salesforce
25706,,Jason Post,,[[Unknown]],jason@postinvestmentgroup.com,,Initial Salesforce Import
154118,,Zameer Issa,,[Unknown],zameerissa1@gmail.com,,
10914156,Inactive Investor,Jeffrey Schenkel,,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",jeff.schenkel@nm.com,414-271-1444,Salesforce
10925030,Inactive Investor,Zachary Youngblood,Financial Professional,LPL Financial LLC Hoffman Estates IL 885 Harrison Ln,zach.youngblood@lpl.com,,Salesforce
11064213,Inactive Investor,Shawn Fowler,Financial Advisor,Edward Jones Auburn WA 1410 Lake Tapps Pkwy SE,shawn.fowler@edwardjones.com,,Salesforce
11254955,Inactive Investor,Yousef Khan,Financial Planner,"Bleakley Financial Group, LLC Houston TX 5718 Westheimer Rd",,,Salesforce
10792048,Inactive Investor,Adam Tobin,Owner,LPL Financial LLC North Andover MA 809 Turnpike St,adam.tobin@lpl.com,,Salesforce
11112814,Inactive Investor,Kerianne Rayment,Financial Advisor,Edward Jones Sedro Woolley WA 108 N Township St,keri.rayment@edwardjones.com,,Salesforce
10932328,Inactive Investor,Benjamin Zureick,Practice Associate;Practice Manager,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",benjamin.zureick@ampf.com,,Salesforce
7194474,,Yvette Stout,,,ys@stoutcaldwell.com,,Web Form Fillout
9578571,,Christopher Strickland,,,cstrickland@fscadvisor.com,,List import
11100400,Inactive Investor,James Petitpren,Chief Investment Officer;Private Wealth Advisor,"ORBA Wealth Advisors, LLC",jpetitpren@orbawealthadvisors.com,,Salesforce
11112608,Inactive Investor,Nathan Potts,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11059052,Inactive Investor,Jim Pinkston,,LPL Financial LLC Fishers IN 10100 Lantern Rd,jim.pinkston@lpl.com,,Salesforce
11208948,Inactive Investor,Jeffery Miloszewski,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9544893,,Maroun Allam,,,m.allam@fi.com,,List import
10867133,Inactive Investor,Andrea Arias Turriago,,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,andrea.ariasturriago@ubs.com,,Salesforce
11144028,Inactive Investor,Philip Kelton,,"CapFinancial Securities, LLC. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
10613868,,Michele Meilamed,"Financial Advisor, Vice President",,brokermichele@yahoo.com,,List Import
10857248,Inactive Investor,Curtis Snyder,Chief Compliance Officer;Managing Member;Managing Partner,"Towercrest Capital Management, LLC",curt.snyder@towercrestcapital.com,,Salesforce
9566563,,Jeery Dufoir,,,jpdddp@gmail.com,,List import
216933,,Michael Daty,President,Henry I. Daty Inc.,michael.daty@gmail.com,191-457-2814,Event
10932534,Inactive Investor,John Murphy,,"Farmers Financial Solutions, LLC Roseburg OR 652 W Umpqua St",,,Salesforce
9620731,,ewvfe eefef,,,eewfwef@gmail.com,,List import
9570151,,Brian Reilly,,,breilly@financialguide.com,,List import
11200809,Inactive Investor,Renee Morrell,Client Relationship Officer;Regulatory Contact;Vice President,"Gunn & Company Investment Management, Inc. Jacksonville FL 4350 Pablo Professional Ct",,,Salesforce
10822664,Inactive Investor,Gary Debuhr,,PFS Investments Inc. Pewaukee WI N28W23000 Roundy Dr,gary.debuhr@primerica.com,,Salesforce
11014610,Inactive Investor,Abraham Atari,Financial Advisor,Robert W. Baird & Co. Incorporated,aatari@rwbaird.com,,Salesforce
11181956,Inactive Investor,Janet Fisher,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",janet.fisher@truist.com,,Salesforce
10815630,Inactive Investor,Bruce Farman,,"Osaic FA, Inc. Watkinsville GA Private Residence",bruce.farman@lfg.com,,Salesforce
11137833,Inactive Investor,Jerry Troger,Financial Advisor,Edward Jones Ellsworth ME 409 High St,jerry.troger@edwardjones.com,,Salesforce
225318,,TIM WEIN,,SELF EMPLOYED,redwein@nemarinepilots.com,(401) 595-7178,
10978096,Inactive Investor,Ian Mackinnon,,Cetera Advisor Networks LLC Plymouth Meeting PA 620 W Germantown Pike,,,Salesforce
11037978,Inactive Investor,Ismael Rojo,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,irojo@primerica.com,,Salesforce
10768747,Inactive Investor,Sean Case,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",scase@phoenixinc.com,,Salesforce
10885125,Inactive Investor,Michael Glaser,Financial Consultant;Vice President,Stephens Memphis TN 6075 Poplar Ave,michael.glaser@stephens.com,,Salesforce
9572573,,Niloufar Sadighian,,,n.sadighian@yahoo.com,,List import
9567231,,Ed Sawicki,,,edisme1@att.net,,List import
10912972,Inactive Investor,Matthew Sallee,Executive Committee Member;President,"Tortoise Capital Advisors, L.L.C.",msallee@tortoiseadvisors.com,,Salesforce
10760697,Inactive Investor,Robert Cerasia,Family Wealth Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,robert.l.cerasia@morganstanley.com,,Salesforce
9570327,,Gary Claar,,,gary@claar-advisors.com,,List import
333348,Inactive Investor,Jack Chartier,Senior Manager Research Analyst,"Fifth Third Bank, National Association",jack.chartier@53.com,(513) 534-3191,Manual List Upload
11255426,Inactive Investor,John Hounsell,Manager - Wealth Management,"Wiss Private Client Advisors, LLC",jhounsell@wiss.com,,Salesforce
10849942,Inactive Investor,Laurie Page,Financial Advisor;Wealth Advisor,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,laurie.e.page@lpl.com,,Salesforce
10645245,,Lawrence Chapa,,,lawrence.a.chapa@jpmorgan.com,,List Import
10916496,Inactive Investor,Evan Hirsh,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,evan.hirsh@lpl.com,,Salesforce
9632089,,Chris Grant,,,cgrant@wasatchglobal.com,,List import
9567339,,Gary Pohl,,,gpohl@sigmarep.com,,List import
11220649,,Robert Printz,,,robert.printz@avmltd.com,,Other
10531826,,Cindi Perez,"CIO, Investment Products & Services",Stifel,perezc@stifel.com,415-364-6088,List Import
63461,,Kevin Fain,Director,Avantax Advisory Services,faink@hdvest.com,972-870-6000,
10934064,Inactive Investor,Brian Blackwell,Senior Vice President;Senior Wealth Manager,Lido Atlanta GA 3500 Lenox Rd NE,bblackwell@lidoadvisors.com,,Salesforce
10823180,Inactive Investor,Ronald Morrison,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,,,Salesforce
11127903,Inactive Investor,Nathan Kaufman,Financial Advisor,"Citizens Securities, Inc. Westlake OH 30159 Detroit Rd",nathan.a.kaufman@ccoinvest.com,,Salesforce
9608470,,Alexander Padron,,,padronalex862@gmail.com,,List import
11125346,Inactive Investor,Brett Stewart,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brett_stewart@vanguard.com,,Salesforce
11176040,Inactive Investor,Virginia Gray,,Searle & Co.,vgray@searleco.com,,Salesforce
9565980,,Victoria Black,,,vblack@ampf.com,,List import
9541997,,Alena Rudnitskaya,,,alena.rudnitskaya@gmail.com,,List import
10782482,Inactive Investor,Matthew Kelleher,,Goldman Sachs & Co.,matthew.kelleher@gs.com,,Salesforce
9605948,,ari zhorifiandi,,,arizho16@gmail.com,,List import
11232349,Inactive Investor,John Streett,Advisor,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
11099712,Inactive Investor,Ryan Callan,Chief Executive Officer;Managing Partner;Regulatory Contact,"Callan Capital, LLC",,,Salesforce
11233250,Inactive Investor,Creag Fuentes,Financial Advisor,Edward Jones Austin TX 6836 Austin Center Blvd,,,Salesforce
10770255,Inactive Investor,Jeffrey Adams,Financial Advisor,Edward Jones Carrollton MO 712 Harvest Hills Dr,jeff.adams@edwardjones.com,,Salesforce
10772898,Inactive Investor,Kevin Garnick,Vice President,PFS Investments Inc. Nashua NH 154 Broad St,kevin.garnick@primerica.com,,Salesforce
240541,,Edmondson Jane,,[Unknown],jedmonds@san.rr.com,,Event
9590406,,Huseyin A,,,altunlu@gmail.com,,List import
11207110,Inactive Investor,Steven Reiss,,LPL Financial LLC Orlando FL 13705 International Dr S,steven.reiss@lpl.com,,Salesforce
10899321,Inactive Investor,Jonathan Plumb,Member;Regulatory Contact;Senior Partner,Integra Global Advisors LLC Stamford CT 243 Tresser Blvd,jonathan.plumb@integraga.com,,Salesforce
11291522,Inactive Investor,Harrison Geldermann,PM,Pine Ridge Advisers LLC,harrison@pineridgeadvisers.com,212-273-0463,Salesforce
11232643,Inactive Investor,Kirk Seo,,"Empower Financial Services, Inc Glendale CA 3200 Buckingham Rd",kirk.seo@empower.com,,Salesforce
9551691,,Rath Radian,,,rath.radian@gmail.com,,List import
11168031,Inactive Investor,Garrett Dunahugh,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10615165,,Henry Sackler,"Associate Vice President, Financial Advisor",,henry.sackler@morganstanley.com,,List Import
10791003,Inactive Investor,Leticia Perkins,Financial Advisor;Financial Planning Associate;Vice President - Wealth Management,Morgan Stanley Pasadena CA 55 S Lake Ave,leticia.perkins@morganstanley.com,,Salesforce
336787,,Michael Schroeder,Director,Robert W. Baird & Co. Incorporated,mschroeder@rwbaird.com,414-765-3500,Manual List Upload
351765,,Gene Weber,Partner,Mma Asset Management Llc,genew@centuriongroupllc.com,610-684-3200,Manual List Upload
11218332,,Jennifer Bryer,,,jennifer.bryer@jpmorgan.com,,List Import
10802995,Inactive Investor,James Frash,Private Wealth Advisor,"Ameriprise Financial Services, LLC Liverpool NY 7672 Oswego Rd",james.r.frash@ampf.com,,Salesforce
10823086,Inactive Investor,Edward Liang,Chief Legal Officer;General Counsel;Regulatory Contact,"Select Equity Group, L.P.",eliang@selectequity.com,,Salesforce
10952438,Inactive Investor,Babak Zaringhalam,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 468 N Beverly Dr",babak.zaringhalam@ml.com,,Salesforce
9557491,,Joshua Woodard,,,jwoodard@seia.com,,List import
237477,,Richard Smith -,,Richard Smith [[Unknown]],pops.pups.care@gmail.com,,
10923220,Inactive Investor,Daniel Edmonds,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",daniel.edmonds@nm.com,,Salesforce
9638952,,Alex Wiggins,,,alex_d_wiggins@rush.edu,,List import
10893935,Inactive Investor,David Levy,Chief Compliance Officer;Owner;Senior Investment Advisor,Spirit Investment Advisors Henderson NV 1357 Enchanted River Dr,david.levy@spiritgia.com,,Salesforce
10946164,Inactive Investor,Claudia Herrera,,"Kestra Investment Services, LLC San Diego CA 9191 Towne Centre Dr",,,Salesforce
10983164,Inactive Investor,Shelly Bednar,,Edward Jones Montevideo MN 590 E Hwy 7,shelly.bednar@edwardjones.com,,Salesforce
10851636,Inactive Investor,Jeffery Hughes,,LPL Financial LLC West Des Moines IA 4200 University Ave,jeffery.hughes@lpl.com,,Salesforce
11218311,,Jay Schwister,,,jschwister@rwbaird.com,,List Import
9639548,,Melissa Higgins,,,melissa.higgins@kodak.com,,List import
332787,,Kristin Nicholson,Wealth Manager/Team Lead,First Republic - San Francisco,knicholson@firstrepublic.com,,
10646643,,Mollie Savage,,,mdesavage@rwbaird.com,,List Import
371625,,Ricardo Serafim,,Brazil,ricarodimy@gmail.com,,Salesforce
9637563,,David Scudder,,,dscudder@aureus-asset.com,,List import
241058,,Margaret Leung,Head of ETF Distribution,[Unknown],margaret.leung@nuveen.com,,Event
10765472,Inactive Investor,Eric Lutz,Private Banking Manager,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",eric.lutz@wellsfargoadvisors.com,,Salesforce
10779209,Inactive Investor,Megan Meade,Co-Chief Executive Officer;Managing Member,"The Pacific Financial Group, Inc. Bellevue WA 777 108th Ave NE",megan@tpfg.com,,Salesforce
10911810,Inactive Investor,Jordan Cohen,Financial Advisor,"Thrive Capital Management, LLC",jordan.cohen@thrivefinancialservices.com,,Salesforce
10925494,Inactive Investor,Todd Flocchini,Financial Advisor,Edward Jones Klamath Falls OR 2358 Shasta Way,todd.flocchini@edwardjones.com,,Salesforce
11005097,Inactive Investor,Martin Rodriguez,,"Wells Fargo Clearing Services, LLC Apache Junction AZ 2891 W Apache Trl",,,Salesforce
11175815,Inactive Investor,Alan Kramer,,NYLIFE Securities LLC East Brunswick NJ 6 Auer Ct,ajkramer@ft.newyorklife.com,,Salesforce
9617410,,Satoshi Naka,,,z.saruultugs@gmail.com,,List import
11015807,Inactive Investor,Gina Tulao,,LPL Financial LLC La Mesa CA 5520 Wellesley St,gina.financialplandesign@lpl.com,,Salesforce
10907408,Inactive Investor,Bradley Siddons,Financial Planner,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11172465,Inactive Investor,Amy Duncan,,"Moloney Securities Co., Inc. Denver CO 1551 N Ogden St",,,Salesforce
10753771,Inactive Investor,Meghan McIntyre,Financial Advisor,"Ameriprise Financial Services, LLC King Of Prussia PA 610 Freedom Business Center Dr",meghan.x.casey@ampf.com,,Salesforce
10833106,Inactive Investor,Daniel De Jong,,LPL Financial LLC Alma MI 200 W Center St,dan.dejong@lpl.com,,Salesforce
10889172,Inactive Investor,Alicia Gil,,J.P. Morgan Securities LLC Miller Place NY 385 Rte 25a,alicia.gil@jpmorgan.com,,Salesforce
9648186,,aa bb,,,gahija9162@academail.net,,List import
11149631,Inactive Investor,Chastin Egbert,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Eugene OR 975 Oak St",chaz.egbert@schwab.com,,Salesforce
11084239,Inactive Investor,Diane Herrington,,Cetera Financial Specialists LLC Lakeland FL Private Residence,diane.herrington@ceterafs.com,,Salesforce
10776836,Inactive Investor,Sheri Johnnie,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Ketchum ID 111 N Main",johnnies@stifel.com,,Salesforce
11189312,Inactive Investor,Carol Badstebner,Financial Advisor,LPL Financial LLC Saint Louis MO 8860 Ladue Rd,carol.badstebner@lpl.com,,Salesforce
9642969,,Derek Trabilcy,,,patchguytrabilcy@aol.com,,List import
10782386,Inactive Investor,John Vanengelenhoven,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10644700,,Shahab Fatheazam,,,sfatheazam@lincolninternational.com,,List Import
9634888,,David Kilpatrick,,,dkilpatrick@trccs.com,,List import
10972491,Inactive Investor,Chia Strickland-Bryan,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chia_strickland-bryan@vanguard.com,,Salesforce
11113543,Inactive Investor,James Schlag,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Roseland NJ 5 Becker Farm Rd",jschlag@tiaa-cref.org,,Salesforce
9466559,,David Feinberg,,David Feinberg,feinbergedavid@gmail.com,,3rd Party Lead Gen
11065725,Inactive Investor,Angela Valvano,Director;Financial Advisor;Vice President,Morgan Stanley,angela.valvano@morganstanley.com,,Salesforce
231309,,Yangjaeyoung -,,Yangjaeyoung [[Unknown]],yjy95391@naver.com,,Paid Social
10956572,Inactive Investor,Nathaniel Walsh,,Edward Jones Rifle CO 450 West Ave,,,Salesforce
9571922,,Keenan Irvin-Benning,,,kirvinb@pm.me,,List import
10947374,Inactive Investor,Juan Giraldo,,J.P. Morgan Securities LLC Wellington FL 10100 Forest Hill Blvd,juan.a.giraldo@chase.com,,Salesforce
11220755,,Martin Burke,,,martyburke@vancleefinc.com,,Other
9561691,,Andrew Belastock,,,abelastock@thecolonygroup.com,,List import
10994739,Inactive Investor,Ahmed Elmaghraby,Relationship Banker,"Wells Fargo Clearing Services, LLC Hastings NE 747 N Burlington Ave",,,Salesforce
10939451,Inactive Investor,Michael Meads,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10833951,Inactive Investor,Jonathan Wylie,Financial Advisor,"BCU Wealth Advisors, LLC",jon.wylie@bcu.org,,Salesforce
9548893,,David Schiavo,,,schiavo.david@principal.com,,List import
10869790,Inactive Investor,Lieneke Ross,,Citigroup Global Markets Inc.,,,Salesforce
10974095,Inactive Investor,Ruth Watts,,Cetera Advisor Networks LLC Honolulu HI 745 Fort Street Mall,,,Salesforce
11234993,Inactive Investor,Brian Martin,Client Strategist;Director;Executive Director,Sterling Capital Management LLC,,,Salesforce
220721,,Brett VanTil,,[Unknown],bvantil@gmail.com,,
10886876,Inactive Investor,Keith Splain,,"American Portfolios Financial Services, Inc. Rochester NY 2000 Winton Rd S",ksplain@americanportfolios.com,,Salesforce
11135298,Inactive Investor,Jonathan Chin,Owner,Private Management Group Inc,jchin@pmgadvisory.com,,Salesforce
9626881,,raz leshem,,,raz8426@gmail.com,,List import
10578738,,Michael Kustermann,,,michael.kustermann@gmx.de,,Web Form Fillout
11031127,Inactive Investor,Amanda Turner,,"Raymond James & Associates, Inc.",amanda.turner@raymondjames.com,,Salesforce
11111339,Inactive Investor,Patricia Elwood,,"Fifth Third Securities, Inc. Fort Myers FL 13350 Metro Pkwy",patricia.elwood@53.com,,Salesforce
11116393,Inactive Investor,Veronica Cofer,,PFS Investments Inc. Sacramento CA 1600 Sacramento Inn Way,veronica.cofer@primerica.com,,Salesforce
10619519,,Donald Kitchell,,,donald.kitchell@morganstanley.com,,List Import
10997303,Inactive Investor,Zachary Pepper,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,zachary_pepper@vanguard.com,,Salesforce
11076580,Inactive Investor,Robert Matina,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11178725,Inactive Investor,Thomas Buhl,,"Wells Fargo Advisors Financial Network, LLC Grosse Pointe MI 718 Notre Dame St",thomas.buhl@wellsfargoadvisors.com,,Salesforce
10899318,Inactive Investor,Christina Bernal,Financial Advisor;Founder;Member,"Blue Jay Financial Group, LLC",,,Salesforce
231436,, -,,[[Unknown]],wadesee@hotmail.com,,
10998695,Inactive Investor,Randolph Brown,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,randolph.brown@primerica.com,,Salesforce
9582710,,Masaya Miura,,,m-miura@nomura-am.co.jp,,List import
9625004,,Vincent Thompson,,,georgemachiavellijr@gmail.com,,List import
11192303,Inactive Investor,Craig Montanye,Senior Wealth Advisor;Wealth Planner,The Coury Firm,,,Salesforce
192000,,Stanley Starr,,[Unknown],avidstarr@aol.com,,
11161608,Inactive Investor,Michael Digiacinto,,Worth Financial Group Inc. Colorado Springs CO Private Residence,,,Salesforce
10731112,,Mitchell Pickens,,,pickensmitchell83@gmail.com,,Web Form Fillout
9587851,,Ryan Williamson,,,ryan.williamson@lpl.com,,List import
334914,,Todd Schrade,Equity Analyst And Vp Finance,Midway Capital Research & Management Llc,todd@midwaymgt.com,312-445-8562,Manual List Upload
10806051,Inactive Investor,Rohan Mehta,Financial Advisor,"Ameriprise Financial Services, LLC Marlborough MA Private Residence",rohan.h.mehta@ampf.com,,Salesforce
10996032,Inactive Investor,Alexander King,,"International Assets Advisory, LLC Groveland FL 3501 Lazy Ln",,,Salesforce
10914223,Inactive Investor,Jason Coney,,"Osaic Institutions, Inc. Holland MI 141 E 8th St",jconey@infinexgroup.com,,Salesforce
10990596,Inactive Investor,Tara Ozkan,,J.P. Morgan Securities LLC New York NY 305 Bowery,tara.ozkan@jpmorgan.com,,Salesforce
9578791,,Steven Rinn,,,srinn@hbkswealth.com,,List import
11053452,Inactive Investor,David Cassel,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10949793,Inactive Investor,Maxwell Miner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9597457,,Kelvin Leung,,,kelvin@sivestgroup.com,,List import
374146,,Dennis Nehamen,,Dennis A Nehamen,dnehamen@gmail.com,18189862563,Salesforce
11163156,Inactive Investor,Evan Johnson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11119968,Inactive Investor,Robert Litwin,Financial Advisor,LPL Financial LLC Ocean City NJ Private Residence,rob.litwin@lpl.com,,Salesforce
10661776,,Thomas Koleski,,,thomas.koleski@cedarcapital.com,,List Import
11236264,Inactive Investor,Christopher Diaz,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
117969,,Lisa Bryer,,"Securities America Advisors, Inc.",lisa.bryer@securitiesamerica.com,215-953-9444,
9566415,,Markos Solomou,,,markos.solomou@gmail.com,,List import
11001531,Inactive Investor,Kibria Choudhury,,PFS Investments Inc. Rego Park NY 63112 Woodhaven Blvd,kchoudhury@primerica.com,,Salesforce
11097001,Inactive Investor,John Coleman,Co-Chief Investment Officer;Managing Director,"Live Oak Private Wealth, LLC",bill.coleman@liveoakprivatewealth.com,,Salesforce
11002662,Inactive Investor,Rachel Mcdermott,Financial Advisor,"Equity Services, Inc. Clifton Park NY 7 Executive Park Dr",rmcdermott@nationallife.com,,Salesforce
351690,,Christopher Langley,Managing Partner,Rubinbrown Advisors Llc,chris.langley@rubinbrown.com,314-290-3300,Manual List Upload
10646326,,Brittany Dean,,,brittany.dean@lpl.com,,List Import
10825691,Inactive Investor,Jennifer Ramey,Portfolio Associate,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,jennifer.ramey@morganstanley.com,,Salesforce
11191977,Inactive Investor,Bruce Doran,,"Raymond James & Associates, Inc.",bruced@raymondjames.com,,Salesforce
11112159,Inactive Investor,Patrick Clarkin,Financial Advisor,Edward Jones Chesterfield MO 400 S Woods Mill Rd,patrick.clarkin@edwardjones.com,,Salesforce
10772633,Inactive Investor,John Miller,,Kovack Securities Inc. Marietta OH 538 4th St,jmiller@ksifa.com,,Salesforce
10891777,Inactive Investor,Jacob Neuhofer,Wealth Service Associate,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11098491,Inactive Investor,Sarkis Karapetyan,,"Wells Fargo Clearing Services, LLC Pacific Palisades CA 15240 W Sunset Blvd",,,Salesforce
11089351,Inactive Investor,Cheryl King,,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,,,Salesforce
9603366,,Michael Primavera,,,michaelprimavera@yahoo.com,,List import
11199204,Inactive Investor,Ramy Iskandar,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Moorestown NJ 232 W Main St,ramy.iskandar@jpmorgan.com,,Salesforce
10945910,Inactive Investor,Christopher Beste,Director,"Pinnacle Family Advisors, LLC Saint Louis MO 1001 Craig Rd",chris@pinnaclefamilyadvisors.com,,Salesforce
9607907,,nucky Yan,,,91dahu@gmail.com,,List import
10797152,Inactive Investor,Thomas O'Rourke,Managing Director;Wealth Advisor,Morgan Stanley Newtown Square PA 3803 W Chester Pike,thomas.j.orourke.jr@ms.com,,Salesforce
351364,,Liz Hardy,Office Manager,Investmenthunter Wealth Services,elizabeth_hardy@investmenthunter.net,972-977-6428,Manual List Upload
9574969,,Bradford Pine,,,bpine@cantella.com,,List import
10884663,Inactive Investor,Jennifer Nahikian,,Vanguard Marketing Corporation,jennifer_nahikian@vanguard.com,,Salesforce
11140531,Inactive Investor,Andrew Thorne,Preferred Program Specialist,"Fifth Third Securities, Inc. Powell OH 3949 Powell Rd",andrew.thorne@53.com,,Salesforce
11172683,Inactive Investor,Jack O'Neil,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10781751,Inactive Investor,Eric Wiegandt,,"Fifth Third Securities, Inc. Columbus OH 1819 W Lane Ave",,,Salesforce
9639575,,Robert Wolford,,,robw@hollencrest.com,,List import
9542578,,Demetrius Ford,,,demet8@gmail.com,,List import
11027858,Inactive Investor,Brendon Mostek,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,brendon.mostek.mdko@statefarm.com,,Salesforce
10807341,Inactive Investor,Ghassan Howell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",ghassan.howell@ml.com,,Salesforce
10930639,Inactive Investor,Dean Diamond,,"Equity Services, Inc. Charlotte NC 5925 Carnegie Blvd",ddiamond@nationallife.com,,Salesforce
10972082,Inactive Investor,Melinda Pinheiro Downs,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,melinda.pinheirodowns@fidelity.com,,Salesforce
11094582,Inactive Investor,Stephen Settle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9626043,,Jared Maites,,,jaredmaites@gmail.com,,List import
10965681,Inactive Investor,Rachel Toner,Private Client Associate,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,rtoner@janney.com,,Salesforce
10949842,Inactive Investor,Nathan Roderick,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathan.roderick@fmr.com,,Salesforce
10900966,Inactive Investor,Stephanie Boeke,Investment Advisor;Senior Client Relations Manager,BirdRock Wealth,,,Salesforce
11021883,Inactive Investor,Jennifer Chun,,"Osaic Wealth, Inc. Honolulu HI 615 Piikoi St",chunj@royalaa.com,,Salesforce
10758515,Inactive Investor,David Conrad,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",david_p_conrad@ml.com,,Salesforce
11197618,Inactive Investor,Jeffrey Siegel,Manager,"Pyramid Peak Capital, LLC Snowmass Village CO Private Residence",jpsiegel@pyramidpeakcapital.com,,Salesforce
11039313,Inactive Investor,John Standefer,,"Allstate Financial Services, LLC Godfrey IL 3015 Godfrey Rd",jstandefer@allstate.com,,Salesforce
236318,, -,,[[Unknown]],kirralivly21@gmail.com,,Advertising
11142968,Inactive Investor,Austin Wagoner,,J.P. Morgan Securities LLC Marietta GA 1088 Johnson Ferry Rd,,,Salesforce
11206929,Inactive Investor,Brian Burnett,,LPL Financial LLC Long Beach CA 4001 N Lakewood Blvd,brian.burnett@lpl.com,,Salesforce
10790132,Inactive Investor,Christopher Brown,Chief Compliance Officer,BLBB Advisors,cbrown@blbb.com,,Salesforce
10889582,Inactive Investor,Steven Johnson,Chief Compliance Officer;Chief Investment Officer;President,Ashton Royce & Co.,steven@ashtonroyce.com,,Salesforce
11154116,Inactive Investor,William Slack,,"First Command Brokerage Services, Inc. Havelock NC 206 Stonebridge Sq",wgslack@firstcommand.com,,Salesforce
9597318,,Jay Flower,,,jof@hmpayson.com,,List import
11033236,Inactive Investor,Matthew Kochen,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",,,Salesforce
11006053,Inactive Investor,Crystal Ang,,Adelphi Stock Brokers New York NY 575 5th Ave,,,Salesforce
10656655,,Zachary Pickren,,,zachary.s.pickren@jpmorgan.com,,List Import
11168333,Inactive Investor,Jennifer Canazaro,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11181123,Inactive Investor,John Parson,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,john.d.parson@jpmorgan.com,,Salesforce
10990097,Inactive Investor,Michael Guerra,,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,michael.guerra@thrivent.com,,Salesforce
9573188,,Alexander Bao,,,abao@bluemountaincapital.com,,List import
10963924,Inactive Investor,Sergey Poghosyan,Branch Relationship Banker,"Wells Fargo Clearing Services, LLC Seattle WA 4100 University Way NE",,,Salesforce
128778,,Troy Erickson,,"Steward Partners Investment Advisory, Llc",troy.erickson@stewardpartners.com,(617) 439-8220,
10878628,Inactive Investor,Harry Kitter,Financial Planner,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,harry.kitter@lpl.com,,Salesforce
9626209,,Trang Duong Thuy,,,amyduongparis@gmail.com,,List import
10852664,Inactive Investor,Craig Tomasek,Financial Advisor,Edward Jones Conroe TX 150 Pine Forest Dr,craig.tomasek@edwardjones.com,,Salesforce
11156444,Inactive Investor,Brian Hicks,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",brian.k.hicks@nm.com,,Salesforce
10974557,Inactive Investor,Zachary Mumau,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10979132,Inactive Investor,Daniel Shapero,,Fidelity Brokerage Services LLC Exton PA 300 Main St,daniel.shapero@fmr.com,,Salesforce
10646274,,David Barry,,,david.barry@lpl.com,,List Import
9566497,,Erik Bloomfield,,,ebloomfield@massmutual.com,,List import
11132971,Inactive Investor,Daisy Rojas,Financial Professional,LPL Financial LLC Charlottesville VA 154 Hansen Rd,daisy.rojas@lpl.com,,Salesforce
10785730,Inactive Investor,John Lander,Financial Advisor,LPL Financial LLC San Antonio TX 17806 W Interstate 10,j.lander@lpl.com,,Salesforce
11141876,Inactive Investor,Terry Johnson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",terry.johnson@ml.com,,Salesforce
10841165,Inactive Investor,Gregory Nappo,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,gknappo@janney.com,,Salesforce
10877214,Inactive Investor,Payton Miller,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",payton.miller@ml.com,,Salesforce
11089893,Inactive Investor,Marleny Duran,,"Wells Fargo Clearing Services, LLC Boca Raton FL 975 S Federal Hwy",,,Salesforce
339607,,Michael Strzelecki,Senior Portfolio Manager,Manulife Investment Management Timberland And Agri,mstrzelecki@hnrg.com,617-747-1600,Manual List Upload
11107587,Inactive Investor,Citadel Penn,Chief Operating Officer,AWM Global Advisors,cpenn@awmga.com,,Salesforce
10771578,Inactive Investor,David Gore,Member;Senior Portfolio Manager,"West Coast Financial, LLC",dgore@wcfinc.com,,Salesforce
225466,,Aneme -,,[[Unknown]],anemedlamini@gmail.com,,Initial Salesforce Import
10890971,Inactive Investor,James Love,,"Raymond James Financial Services, Inc. Gastonia NC 3270 Robinwood Rd",jim.love@raymondjames.com,,Salesforce
10901186,Inactive Investor,Adrian Ozarchievici,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 781 Broadway",adrian.ozarchievici@wellsfargo.com,,Salesforce
10806623,Inactive Investor,Carmen Cox,Senior Client Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11046643,Inactive Investor,Mark Ricklefs,,"Ameritas Investment Company, LLC Andover KS 1400 Terradyne Dr",mricklefs@ameritas.com,,Salesforce
11235697,Inactive Investor,Sabrina Hayes,Investment Advisor,Forthright Capital Advisory,,,Salesforce
248273,,yulia Niu,strategy manager,OPPO,yulianiu@outlook.com,,Manual List Upload
10899754,Inactive Investor,Brandon Chase,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",brandon.chase@wellsfargo.com,,Salesforce
11007076,Inactive Investor,Justin Arnold,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,jarnold05@ft.newyorklife.com,,Salesforce
11231393,Inactive Investor,Timothy Foster,Senior Relationship Manager;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",timothy_foster@ml.com,,Salesforce
10813547,Inactive Investor,Stanton Jacobs,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Knoxville TN 608 Mabry Hood Rd,stan.jacobs@ubs.com,,Salesforce
9571310,,Dennis Weldon,,,dennis.weldon@kestrafinancial.com,,List import
11039039,Inactive Investor,Jeffery Depalma,,Fidelity Brokerage Services LLC Center Valley PA 2945 Center Valley Pkwy,jeffery.depalma@fidelity.com,,Salesforce
10770820,Inactive Investor,Neal Faught,,"MML Investors Services, LLC Nashville TN Private Residence",afaught@financialguide.com,,Salesforce
10895022,Inactive Investor,Jonathan Loer,Chief Planning Officer;Co-Founder;Managing Member;Principal,"Renaissance Wealth Advisors, LLC",jloer@rw-advisors.com,,Salesforce
10921766,Inactive Investor,Scott Slusser,,NYLIFE Securities LLC Tacoma WA 1201 Pacific Ave,sslusser@ft.newyorklife.com,,Salesforce
11057608,Inactive Investor,Jessica Gober,,Cetera Advisor Networks LLC Bellevue WA 626 120th Ave NE,,,Salesforce
9591949,,Curtis Owens,,,ginnuwinne@gmail.com,,List import
10950873,Inactive Investor,Alvia Wilcox,,HSBC Securities (USA) Inc.,,,Salesforce
11049580,Inactive Investor,Jeremy Watson,Financial Advisor,Mid Michigan Insurance and Financial Services LLC Auburn IN 408 S Main St,,,Salesforce
9567745,,Verner Khederian,,,verner.khederian@verizon.net,,List import
228735,,Frank Fernandez,,[[Unknown]],clearone89@yahoo.com,,
10889157,Inactive Investor,Karen Fountain,,"Wells Fargo Clearing Services, LLC Anniston AL 101 E 11th St",karen.fountain@wfa.com,,Salesforce
11130587,Inactive Investor,James Park,Branch Manager,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",james.j.park@ampf.com,,Salesforce
348219,,William Forsyth,"President, Treasurer, assistant Secretary, director, partner",Frontegra Asset Management Inc,bforsyth@frontier-partners.com,847-509-9860,Manual List Upload
9622920,,Delreo Newman,,,delreonewman@hotmail.com,,List import
10973727,Inactive Investor,George Clark,,NYLIFE Securities LLC Hampton GA Private Residence,gclark01@ft.newyorklife.com,,Salesforce
10844076,Inactive Investor,George Steel,,"Moloney Securities Co., Inc. Indianapolis IN 3950 Priority Way South Dr",gsteel@moseco.com,,Salesforce
10817358,Inactive Investor,Jason Hemeon,Senior Vice President,"Raymond James & Associates, Inc. Vienna VA 1850 Towers Crescent Plz",jason.hemeon@raymondjames.com,,Salesforce
11057083,Inactive Investor,Jasmine Tran,Associate;Senior Client Associate,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,jasmine.k.tran@jpmorgan.com,,Salesforce
10973794,Inactive Investor,Joshua Sprunger,Financial Associate,Thrivent Investment Management Inc. Traverse City MI 515 W Fourteenth St,joshua.sprunger@thrivent.com,,Salesforce
9556085,,Patrick Smith,,,psmith@sfadvisors.com,,List import
10842455,Inactive Investor,Gayle Terry,,USCA Securities LLC Dallas TX 300 Crescent Ct,gterry@uscallc.com,,Salesforce
11081975,Inactive Investor,Claudia Kindred,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,claudia.kindred@fidelity.com,,Salesforce
11142791,Inactive Investor,Tommy Kung,,"Transamerica Financial Advisors, Inc Torrance CA 21151 S Western Ave",tommy.kung@tfaconnect.com,,Salesforce
10944293,Inactive Investor,Anthony Gallant,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,anthony.gallant.m7du@statefarm.com,,Salesforce
10791194,Inactive Investor,Ronald Smith,Managing Member;Principal;Vice President,Blue Ocean Capital,ronald@blueoceancpa.com,,Salesforce
10959809,Inactive Investor,Aaron Garcia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10824704,Inactive Investor,Robert Nichols,Financial Advisor,LPL Financial LLC Phoenix AZ 2355 W Pinnacle Peak Rd,robert.nichols@lpl.com,,Salesforce
11025629,Inactive Investor,Terry Sullivan,,LPL Financial LLC Metairie LA 1 Galleria Blvd,terry.sullivan@lpl.com,,Salesforce
11163026,Inactive Investor,Anne Delaney,Partner;Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,anne.delaney@corient.com,,Salesforce
11055132,Inactive Investor,Carrin Wester,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Columbus OH 1650 Lake Shore Dr",,,Salesforce
9647099,,Ravil Yakupov,,,monofactura@icloud.com,,List import
10755891,Inactive Investor,Mark Felder,Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Baltimore MD 1201 Wills St,mark.felder@morganstanley.com,,Salesforce
11075550,Inactive Investor,Ian Vernon,,"CapFinancial Securities, LLC. Sanford NC 603 Carthage St",,,Salesforce
9554252,,JE Stephen Horn,,,stephen@athessentials.com,,List import
349518,,William Gentry,Vice President,"SunTrust Advisory Services, Inc.",will.gentry@suntrust.com,404-813-5913,
11102715,Inactive Investor,Cody Staroscik,Financial Services Representative,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11042775,Inactive Investor,Su Yu,Director;Financial Professional,"Transamerica Financial Advisors, Inc Duluth GA 3805 Crestwood Pkwy NW",su.yu@tfaconnect.com,,Salesforce
190694,,James Horn,,Financial Engines Advisors L.l.c.,jhorn@financialengines.com,(585) 246-4600,
11050870,Inactive Investor,David Dedonato,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9578209,,Irwin Chua,,,waywalker@gmail.com,,List import
9606531,,Ken Rudominer,,,krudominer@fortlauderdale.gov,,List import
10828169,Inactive Investor,Troy Brewer,,"Raymond James Financial Services, Inc. Towson MD 1122 Kenilworth Dr",troy.brewer@raymondjames.com,,Salesforce
10950371,Inactive Investor,Davis Lareau,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9578242,,Kalervo Raustiala,,,kraustiala@gwnsecurities.com,,List import
11163554,Inactive Investor,Faith Baker,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,faith_baker@vanguard.com,,Salesforce
10939527,Inactive Investor,Mark Miller,,"Ameritas Investment Company, LLC Paragould AR 117 W Court St",,,Salesforce
11092293,Inactive Investor,Bryan Ludgate,Financial Advisor,Edward Jones Craig CO 12 W Victory Way,bryan.ludgate@edwardjones.com,,Salesforce
7061119,,moo kii,,,bovixic140@proexbol.com,,Web Form Fillout
11202276,Inactive Investor,Brian Simpson,,Vanguard Marketing Corporation,brian_simpson@vanguard.com,,Salesforce
10948609,Inactive Investor,Juan Salazar,Chief Compliance Officer;Investment Advisor Representative;Owner;President,Fiducia Wealth Management,juan.salazar@fiduciafis.com,,Salesforce
10844031,Inactive Investor,David Charnot,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
10966697,Inactive Investor,Eric Oppenheim,,"Kovitz Investment Group Partners, LLC Southfield MI 2 Towne Sq",eoppenheim@kovitz.com,,Salesforce
9573126,,Josh Plavner,,,jsp@whiteelmcap.com,,List import
10760458,Inactive Investor,Jack Smithwick,Managing Director;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",bo_smithwickjr@ml.com,,Salesforce
11179444,Inactive Investor,Felicia Distasio,Senior Client Service Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
11132962,Inactive Investor,William Lynch,Financial Advisor,Edward Jones Kingsland TX 1305 Ranch Road 1431,,,Salesforce
10798369,Inactive Investor,Robert Strange,Complex Administrative Manager,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",robert.strange@raymondjames.com,,Salesforce
11261123,Inactive Investor,John Costello,Financial Advisor,"Marcum Wealth, LLC Hartford CT 185 Asylum St",john.costello@marcumwealth.com,,Salesforce
10938573,Inactive Investor,Remon Wasfi,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,remon.wasfi.k0w3@statefarm.com,,Salesforce
10816734,Inactive Investor,Barry Elkins,,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,barry.elkins@ubs.com,,Salesforce
9540692,,Catherine Gao,,,catherine@magnoliacapitalgroup.com,,List Import
11127519,Inactive Investor,Scott Creel,,"Osaic Wealth, Inc. Chattanooga TN 5726 Marlin Rd",screel@osaicwealth.com,,Salesforce
9577252,,Dan Kelly,,,dankkelly@gmail.com,,List import
11148918,Inactive Investor,Howard Woodrow,,PlanMember Securities Corporation Palm Beach Gardens FL Private Residence,hwoodrow@planmembersec.com,,Salesforce
9604191,,RICH ELDH,,,richard.eldh@circle.com,,List import
9586266,,Dushyant Shahrawat,,,madras31@yahoo.com,,List import
11107742,Inactive Investor,David Lanham,Chairman;Co-Founder;Managing Director,LOC Investment Advisers,davel@lanhamodell.com,,Salesforce
11157502,Inactive Investor,Mark Eidlin,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",mark_eidlin@ml.com,,Salesforce
9592511,,Jerry Peterson,,,jeterson575@gmail.com,,List import
10969134,Inactive Investor,Anne Harvey,,Brookfield Oaktree Wealth Solutions LLC,anne.harvey@brookfieldoaktree.com,,Salesforce
11039178,Inactive Investor,Hayley Newman,,"Raymond James Financial Services, Inc. Bothell WA 17921 Bothell Everett Hwy",hayley.newman@raymondjames.com,,Salesforce
9580696,,Ryan Myers,,,rmyers@sandhill-im.com,,List import
11016662,Inactive Investor,Brandon Coley,,Standard Chartered Securities North America LLC,brandon.coley@sc.com,,Salesforce
10861693,Inactive Investor,Caren Merson,Financial Advisor,Edward Jones Stowe VT 394 Mountain Rd,caren.merson@edwardjones.com,,Salesforce
9563252,,Joseph Garrison,,,jgarrison@swealth.com,,List import
9648371,,Austin Adams,,,aadams345678@yahoo.com,,List import
11202259,Inactive Investor,Arthur Totti,,"Bull Market Securities, Inc.",atotti@bullmarketus.com,,Salesforce
9639596,,Tom Gallagher,,,tom.gallagher@smurfitkappa.com,,List import
11101500,Inactive Investor,Jonathan Glaser,Financial Advisor,Edward Jones Yorktown Heights NY 345 Kear St,jonathan.glaser@edwardjones.com,,Salesforce
9613576,,Shakhawat Hussain,,,shakhawat.mirai@gmail.com,,List import
368052,,Richard Muller,Investor,,trmuller@gmail.com,,Webinar
10833518,Inactive Investor,John Negrete,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",john.negrete@ml.com,,Salesforce
11213334,Inactive Investor,Kristen Chirhart,,"Ameritas Investment Company, LLC San Francisco CA 847 Sansome St",kchirhart@ameritas.com,,Salesforce
9604619,,Walter Blank,,,evflyzxzfpuadw@eurokool.com,,List import
9640559,,Thomas Bostwick,,,tbostwick@bostwickcap.com,,List import
11020136,Inactive Investor,Blake Webster,Investment Consultant,"Charles Schwab & Co., Inc. Minneapolis MN 6996 France Ave S",,,Salesforce
7944894,,Jerome Hall,,,hjerome863@gmail.com,,Web Form Fillout
11228867,Inactive Investor,Jack Sutton,,J.P. Morgan Securities LLC Fallbrook CA 1091 S Mission Rd,jack.sutton@jpmorgan.com,,Salesforce
11094984,Inactive Investor,Charles Truhlar,Chief Compliance Officer;Chief Investment Officer;President,"Acrylic Financial, Inc.",charles.truhlar@brokersalliance.com,,Salesforce
9601267,,Dana Norman,,,dana@dananorman.com,,List import
10603786,,Stephan Plagemann,"Chief Executive Officer, Chief Financial Officer, Managing Director",Mount Street Portfolio Advisers LLC,stephan.plagemann@mountstreetllp.com,,List Import
11038691,Inactive Investor,David Rodriguez,,"Cambridge Investment Research, Inc. Berlin MD 10441 Racetrack Rd",,,Salesforce
10798502,Inactive Investor,John Pautler,,"Raymond James Financial Services, Inc. Green Valley AZ 210 W Continental Rd",john.pautler@raymondjames.com,,Salesforce
11027942,Inactive Investor,Selma Mustabasic,,J.P. Morgan Securities LLC Vernon Rockville CT 35 Talcottville Rd,selma.mustabasic@jpmorgan.com,,Salesforce
10955741,Inactive Investor,Tyler Todd,,"Robinhood Financial, LLC",tyler.todd@robinhood.com,,Salesforce
11011796,Inactive Investor,Michelle Marquez,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,mmarquez01@ft.newyorklife.com,,Salesforce
10917221,Inactive Investor,Richard Speziale,,"Bruce A. Lefavi Securities, Inc.",richard@lefavi.com,,Salesforce
244989,,Ryan Ady,"Director of Operations, BillFin",Redi2 Technologies,ryan.ady@redi2.com,18573026023,Manual List Upload
10801581,Inactive Investor,David Joe,First Vice President - Investments,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",david.joe@raymondjames.com,,Salesforce
10849487,Inactive Investor,Brian Massey,,"Raymond James Financial Services, Inc. Barboursville WV 5982 US Rte 60 E",brian.massey@raymondjames.com,,Salesforce
11014257,Inactive Investor,Bryan Ledet,,"Allstate Financial Services, LLC Houma LA 258 Enterprise Dr",bryanledet1@allstate.com,,Salesforce
10985470,Inactive Investor,John Montgomery,Assistant Vice President;Financial Advisor,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,john.montgomery@td.com,,Salesforce
95385,,Tom Geib,,United States,slgmthr@aol.com,,
206632,,Alagarsamy Kuppamuthu,Director,Alrich uk consulting services ltd,alagarsamy.uk@gmail.com,,product
11109601,Inactive Investor,Steven Schulte,Private Wealth Advisor,"Ameriprise Financial Services, LLC Yuma AZ 3150 S Catalina Dr",steve.schulte@ampf.com,,Salesforce
339191,,Kristopher Heck,Managing Partner,Tanager Wealth Management,kheck@tanagerwealth.com,020-396-56330,Manual List Upload
11202613,Inactive Investor,Veronica Blakely,,PFS Investments Inc. Atlanta GA 1003 Virginia Ave,vblakely@primerica.com,,Salesforce
10618242,,Bradley Summers,,,bradley.summers@wellsfargoadvisors.com,,List Import
11039232,Inactive Investor,James Cady,,"J. Alden Associates, Inc. Red Bank NJ 3 Harding Rd",jcady@j-alden.com,,Salesforce
10768991,Inactive Investor,Rochelle Dukas,,Morgan Stanley Glenview IL 2700 Patriot Blvd,,,Salesforce
10919495,Inactive Investor,Timothy Pollard,Financial Advisor,Edward Jones Lexington NC 123 N Talbert Blvd,timothy.pollard@edwardjones.com,,Salesforce
11108404,Inactive Investor,Brian Weinkle,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",brian.weinkle@wellsfargoadvisors.com,,Salesforce
11168328,Inactive Investor,Kyle Trammell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10868997,Inactive Investor,Robert Walker,,MWA Financial Services Inc. Orange Park FL 151 College Dr,robert.v.walker@mwarep.org,,Salesforce
9606435,,Tarasov Nikita,,,tarasik8911@gmail.com,,List import
345747,,Danni Barker,"Agency Control Office, Jackson, Memphis Offices","Ashford Advisors, Llc",danni.barker@ashfordadvisors.net,585-697-0362,Manual List Upload
11155606,Inactive Investor,Stephen Kelly,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,stephen_kelly@glic.com,,Salesforce
10644119,,Marco Diaz,,,marco.a.diaz@jpmorgan.com,,List Import
10963127,Inactive Investor,Isiah Williams,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Managing Member,Audible Wealth Management,isiah@audiblewealth.com,,Salesforce
6942519,,Anthony Green,,,anthony@traffic-tool.com,,Web Form Fillout
10978392,Inactive Investor,Douglas Giddings,,"First Command Brokerage Services, Inc.",,,Salesforce
4829921,,Seaver Lasson,,,lasson57@gmail.com,4154845513,
10850160,Inactive Investor,Eric Bicknese,,Nationwide Planning Associates Inc. Johns Island SC Private Residence,ebicknese@nationwideplanning.com,,Salesforce
11202866,Inactive Investor,James Powers,Chief Compliance Officer;Director - Investment Research;Director - Research;Regulatory Contact;Vice President - Investments,"Delegate Advisors, LLC Chapel Hill NC 1335 Environ Way",jim@delegateadvisors.com,,Salesforce
11122953,Inactive Investor,Kevin Mahan,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
9629441,,Nasib Mahmud,,,nasibm@gmail.com,,List import
11190392,Inactive Investor,Jayden Snyder,,Thrivent Investment Management Inc. Marietta GA 850 Kennesaw Ave NW,jayden.snyder@thrivent.com,,Salesforce
11171863,Inactive Investor,David Farbman,,"Cambridge Investment Research, Inc. Mt Pleasant SC Private Residence",,,Salesforce
10759808,Inactive Investor,Brian Kahn,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",brian.p.kahn@wellsfargoadvisors.com,,Salesforce
10903220,Inactive Investor,Christopher Troseth,Director - Financial Planning;Senior Wealth Manager,"The Watchman Group, Inc.",christopher@watchmangroup.com,,Salesforce
10824585,Inactive Investor,Thomas Pesek,Chief Administrative Officer;Governor,"Carlson Capital Management, LLC",tom.pesek@carlsoncap.com,,Salesforce
9647748,,Vera Krahmal,,,vera.krahmal@times03.com,,List import
80704,,Richard Nowak,,none,agelessmountain@yahoo.com,440-338-8282,
372566,,James Garbacz,,United States,garbacz@centurytel.net,,Salesforce
10875759,Inactive Investor,Angel Galan,Financial Advisor;Senior Vice President,LPL Financial LLC Marietta GA 200 Cherokee St NE,angel.galan@lpl.com,,Salesforce
10964050,Inactive Investor,Sandi Bullock,,"First Command Brokerage Services, Inc. Fayetteville NC 2153 Valleygate Dr",smbullock@firstcommand.com,,Salesforce
9607068,,Andrew Lewis,,,andrew.lewis21@outlook.com,,List import
174023,,Leo Chen,,[Unknown],775314780@qq.com,,Organic Search
9545094,,Ken Yap,,,ken.yap@transamerica.com,,List import
10960071,Inactive Investor,Joseph Johnston,Financial Advisor,Everest Financial Group,jjohnston@everestfg.us,,Salesforce
10882688,Inactive Investor,David Yu,,"IFP Securities, LLC Fort Lauderdale FL 3343 W Commercial Blvd",,,Salesforce
9588528,,Joe Costanzo,,,joecostanzo1957@gmail.com,,List import
9646411,,daniel canel,,,dancanel@hotmail.com,,List import
10891632,Inactive Investor,David Gregory,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10765386,Inactive Investor,Angela Kelly,Senior Client Service Associate,UBS Financial Services Inc. Westport CT 8 Wright St,angela.kelly@ubs.com,,Salesforce
10938911,Inactive Investor,Garrett Leahy,Assistant Vice President;Wealth Advisor,Citigroup Global Markets Inc. Mamaroneck NY 711 E Boston Post Rd,,,Salesforce
9634303,,yuti oh,,,mizki16@naver.com,,List import
9612298,,bony mathew,,,bony@crinto.com,,List import
10613555,,William Booker,"Financial Advisor, Senior Vice President",,bill.booker@ubs.com,,List Import
11094091,Inactive Investor,Charles Klein,,"Lion Street Financial, LLC Morrisville PA 910 Floral Vale Blvd",cklein@lionstreet.com,,Salesforce
10985369,Inactive Investor,Christina Garafola,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,cscalco@ft.newyorklife.com,,Salesforce
10844294,Inactive Investor,Edward Mandrin,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",edward.mandrin@nm.com,,Salesforce
10961883,Inactive Investor,Kevin Wenger,Paraplanner,"Ameriprise Financial Services, LLC Ellicott City MD 3300 N Ridge Rd",kevin.wenger@ampf.com,,Salesforce
223245,,Dalton Skach,Investment Analyst,American Express Ventures,dalton.r.skach@aexp.com,,
11017617,Inactive Investor,Brock Lloyd,Financial Advisor,Edward Jones Valparaiso IN 1251 Eastport Centre Dr,brock.lloyd@edwardjones.com,,Salesforce
10809020,Inactive Investor,Jonathan Knowles,,"Brown, Lisle/Cummings, Inc.",jknowles@brownlc.com,,Salesforce
11161669,Inactive Investor,Maria Brouwer,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Fresno CA 5250 N Palm Ave,maria.kotman@morganstanley.com,,Salesforce
11114991,Inactive Investor,London Arashiro,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10871989,Inactive Investor,Jake Owens,,"Osaic Wealth, Inc. Denver CO Private Residence",,,Salesforce
10804130,Inactive Investor,Daniel Krul,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11202072,Inactive Investor,Rajnikant Patel,Chief Compliance Officer;Owner,Lavya Investing LLC,,,Salesforce
11107935,Inactive Investor,Walter Herbert,,"Equitable Advisors, LLC Tavares FL Private Residence",walter.herbert@equitable.com,,Salesforce
9553114,,Greg Hawthorne,,,greg.hawthorne@gmail.com,,List import
10942176,Inactive Investor,Jason Vander Pol,Chief Compliance Officer,Lord and Richards,jason.vanderpol@lordandrichards.com,,Salesforce
11063908,Inactive Investor,Tami Wells,,PFS Investments Inc. Saint Charles MO 2850 W Clay St,tami.wells@primerica.com,,Salesforce
11226903,,Changmin Choi,,,udc_speaker@upbit.com,,Web Form Fillout
1886754,,Santiago Harker,,,santiago.harker@trademate.tech,,
9602855,,Lewis Gridley,,,lgridley@gridleyassociates.com,,List import
231907,,Winslow Strong,,[Unknown],winslow.strong+invest@gmail.com,,
10799204,Inactive Investor,Donald Rausch,Associate Vice President - Investments,"Raymond James & Associates, Inc. Crystal River FL 2101 SE US Hwy 19",don.rausch@raymondjames.com,,Salesforce
248767,,Alwi Chan,SVP,Equitable,alwi.chan@equitable.com,,Manual List Upload
9623222,,Donald ODOM,,,symaninc@ix.netcom.com,,List import
10489758,,Miles Kellum,Partner,"Moss, Luse & Womble, LLC",mkellum1@gmail.com,,List Import
249022,,Sanjeev Bhatti,Principal,BNY Mellon,sanjeev.bhatti@bnymellon.com,,Manual List Upload
1960177,,Ruben Rodri,,,ruben.rodrig92@gmail.com,,
11167398,Inactive Investor,Teresa Powell,Financial Advisor,Thrivent Investment Management Inc. Marriottsville MD 11100 Barnsley Way,teresa.powell@thrivent.com,,Salesforce
11049433,Inactive Investor,James Aulenti,Chief Compliance Officer;Managing Member;President,"Atlantic Wealth Advisory Services, LLC",,,Salesforce
11208703,Inactive Investor,Louis Dissel,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Middletown OH 6862 Liberty Plaza Dr",louis.dissel@schwab.com,,Salesforce
10997793,Inactive Investor,Kyle Friedrich,Financial Advisor;Financial Consultant,Edward Jones Londonderry NH 1 Verani Way,kyle.friedrich@edwardjones.com,,Salesforce
10833748,Inactive Investor,Brian Hagmeier,,NYLIFE Securities LLC Topeka KS Private Residence,bhagmeier@ft.newyorklife.com,,Salesforce
11008231,Inactive Investor,Satya Rangaraju,,NYLIFE Securities LLC Barrington IL Private Residence,srangaraju@ft.newyorklife.com,,Salesforce
9596914,,Sandra Ingols,,,sandra.ingols@lpl.com,,List import
334519,,Jake Kramer,Associate,"Halifax Investment Management, L.l.c.",jkramer@thehalifaxgroup.com,202-530-8300,Manual List Upload
11004416,Inactive Investor,Kevin Bonnette,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
372329,,ehsan mohamadie,,Afghanistan,ehsanmohamadi.tms@gmail.com,,Salesforce
11020769,Inactive Investor,Tory Carmon,,PFS Investments Inc. Houston TX 8313 Southwest Fwy,tory.carmon@primerica.com,,Salesforce
10755048,Inactive Investor,Thomas Murray,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",thomas.murray@schwab.com,,Salesforce
11055517,Inactive Investor,Reynaldo Camacho,,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",reynaldo.camacho@wellsfargoadvisors.com,,Salesforce
10979817,Inactive Investor,Jermaine Matthews,,"Allstate Financial Services, LLC Middle Village NY 6477 Dry Harbor Rd",jermainematthews@allstate.com,,Salesforce
10785626,Inactive Investor,Robert Stewart,Vice President,Wintrust Investments LLC Skokie IL 7800 Lincoln Ave,rstewart@wintrustwealth.com,,Salesforce
10797966,Inactive Investor,Paul Fortin,Chief Compliance Officer;Member;Owner,Harbor Island Capital LLC,,,Salesforce
10909623,Inactive Investor,Elsie Campbell,,J.P. Morgan Securities LLC Port Hueneme CA 619 W Channel Islands Blvd,elsie.p.campbell@chase.com,,Salesforce
10997020,Inactive Investor,Erik Bagley,Wealth Advisor,Kotys Wealth Professionals Folsom CA Private Residence,erik@kotyswealthpro.com,,Salesforce
11149117,Inactive Investor,James Northam,,LPL Financial LLC Floresville TX Private Residence,james.northam@lpl.com,,Salesforce
10874721,Inactive Investor,Jeffrey Curry,,State Farm VP Management Corp.,,,Salesforce
11179609,Inactive Investor,Orlando Campos,Financial Specialist,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",,,Salesforce
10849569,Inactive Investor,Briana Oltmann,,"Avantax Investment Services, Inc. Johnstown OH 27 E Coshocton St",,,Salesforce
10807700,Inactive Investor,William Saunders,,"Cambridge Investment Research, Inc. Henrico VA 2550 Gaskins Rd",,,Salesforce
238596,,dsilvacasta@gmail.com silva castañeda,,dsilvacasta@gmail.com silva castaÃ±eda,dsilvacasta@gmail.com,,Direct
243790,,Emma Smith,Director of Communications,Ethic,emma@ethic.com,19172003303,Manual List Upload
11036066,Inactive Investor,Anthony Ciambrone,,"Allstate Financial Services, LLC Virginia Beach VA 2726 Virginia Beach Blvd",aciambrone@allstate.com,,Salesforce
10768640,Inactive Investor,Matthew Larsen,Financial Advisor,Edward Jones Sacramento CA 3620 American River Dr,matt.larsen@edwardjones.com,,Salesforce
11041898,Inactive Investor,Daniel Nestlerode,Investment Advisor;Owner,"Nestlerode & Loy, Inc.",danielj@nestlerode.com,,Salesforce
10894555,Inactive Investor,Kevin Ridley,,GWN Securities Inc. Murrieta CA 22005 Via Entrada,kridley@gwnsecurities.com,,Salesforce
10949020,Inactive Investor,Ashley Anderson,Financial Advisor,LPL Financial LLC Maryville TN 636 W Lamar Alexander Pkwy,ashley.anderson@lpl.com,,Salesforce
10799234,Inactive Investor,Bruce Rinne,Partner;Secretary;Treasurer,Kunath Karren Rinne & Atkin LLC,rinne@kkra.com,,Salesforce
10780020,Inactive Investor,Monica Park,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",mpark3@ml.com,,Salesforce
9567562,,John McCoy,,,jmccoy+greyscale@minturnpartners.com,,List import
11023374,Inactive Investor,Thomas Landers,,"Ameriprise Financial Services, LLC Pottsville PA 121 Progress Ave",,,Salesforce
11207613,Inactive Investor,Tony Smith,Chief Executive Officer;Chief Investment Officer,"Stonegate Investment Group, LLC",tsmith@stonegateig.com,,Salesforce
11060017,Inactive Investor,Lisa Quadrini,Partner;Private Wealth Manager,Brandywine Oak Private Wealth LLC Kiawah Island SC Private Residence,lquadrini@brandywineoak.com,,Salesforce
11029327,Inactive Investor,Brian Werdesheim,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,brian.werdesheim@opco.com,,Salesforce
10946547,Inactive Investor,Angel Tejeda,,J.P. Morgan Securities LLC Manhasset NY 330 Plandome Rd,angel.tejeda@jpmorgan.com,,Salesforce
10783373,Inactive Investor,Edward Swan,Relationship Manager;Vice President,TD Private Client Wealth LLC Bensalem PA 3220 Tillman Dr,edward.swan@td.com,,Salesforce
11143723,Inactive Investor,Amber Kesmarki,,"Farmers Financial Solutions, LLC Scottsdale AZ 9332 E Raintree Dr",,,Salesforce
9642768,,Francesca Henning,,,littlebug1964@gmail.com,,List import
10941281,Inactive Investor,Stephen Digennaro,,"Kingswood Capital Partners, LLC Rochester NY 1100 University Ave",,,Salesforce
222975,,Ira Bernstein,,[Unknown],ijberns@gmail.com,,Paid Social
11129290,Inactive Investor,Ellen Coppinger,,Cetera Investment Services LLC Oak Ridge TN 501 Lafayette Dr,ellen.coppinger@ceterais.com,,Salesforce
11018771,Inactive Investor,Shaun Mcnulty,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
226525,,Mark Lachmann,,[[Unknown]],mark.lachmann@thrivent.com,,Initial Salesforce Import
10772308,Inactive Investor,Adam Snider,Senior Portfolio Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",,,Salesforce
10784494,Inactive Investor,Joseph Johnston,,J.P. Morgan Securities LLC Newton NJ 120 Hampton House Rd,joseph.w.johnston@jpmorgan.com,,Salesforce
9581193,,Mark Rosenbaum,,,mark@rosenbaumfinancial.com,,List import
10974803,Inactive Investor,Susan Finefrock,,"Osaic Wealth, Inc. Columbus OH 132 Northwoods Blvd",,,Salesforce
187788,,Paul Brown,,[Unknown],paulbrownnj@gmail.com,,News & Research
10914111,Inactive Investor,Melissa Boniface,Financial Advisor,Edward Jones Knoxville TN 8905 Linksvue Dr,melissa.boniface@edwardjones.com,,Salesforce
372093,,Genevieve Laquerre,,Canada,jhenneviev@gmail.com,,Salesforce
10959109,Inactive Investor,Anyah Hayes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11216879,,Theodore Baer,,,ted.baer@lpl.com,,Other
10960040,Inactive Investor,Marco Alvarez Hernandez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11141624,Inactive Investor,Pearl Wales,,PFS Investments Inc. Brandon MS 1054 Lake Village Cir,pwales@primerica.com,,Salesforce
11080296,Inactive Investor,Dana Wheeler,,"Allstate Financial Services, LLC",danawheeler@allstate.com,,Salesforce
11078675,Inactive Investor,Adam Birmingham,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11203844,Inactive Investor,Sandra Rudolf,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",sandra_rudolf@ml.com,,Salesforce
10802254,Inactive Investor,Anne Emmerich,Senior Registered Associate,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,anne.emmerich@morganstanley.com,,Salesforce
11130647,Inactive Investor,Craig Jensen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chicago IL 303 E Wacker Dr",craig.e.jensen@ampf.com,,Salesforce
10922905,Inactive Investor,Guillermo Bautista,,"Raymond James Financial Services, Inc. Huntington NY 75 Prospect St",guillermo.bautista@raymondjames.com,,Salesforce
2856047,,Off uri Ogh,,,rajdipdas6029@gmail.com,,
10991377,Inactive Investor,Sarah Dory,,"Osaic Wealth, Inc. Winterset IA 108 W Jefferson St",,,Salesforce
10647058,,Timothy Bellora,,,timothy.bellora@schwab.com,,List Import
10930725,Inactive Investor,George Kamel,Financial Planner,"Pruco Securities, LLC. Virginia Beach VA 3916 Vanderhorst Dr",george.kamel@prudential.com,,Salesforce
11098991,Inactive Investor,Emily Lanning,,Edward Jones West Chester PA 535 N Church St,emily.brock@edwardjones.com,,Salesforce
11085145,Inactive Investor,Nhan Ha,,NYLIFE Securities LLC Arlington TX 700 Highlander Blvd,,,Salesforce
9628357,,Tee Tran,,,tee.tran@schwab.com,,List import
10963526,Inactive Investor,Sanjin Mohorovic,,EFG Capital International,,,Salesforce
11089657,Inactive Investor,Rodolfo Cuahutle,,J.P. Morgan Securities LLC Orlando FL 315 Avalon Park Blvd S,rodolfo.cuahutlealvarado@jpmorgan.com,,Salesforce
51396,,Corey Saft,Managing Member - CCO,"Sivia Capital Partners, Llc",corey@siviacapital.com,415-231-7490,Manual List Upload
10909080,Inactive Investor,Thomas Bailey,,"Packerland Brokerage Services, Inc.",thomas_bailey@packerlandbrokerage.com,,Salesforce
10645218,,Peter Hurtgen,,,pnhurtgen@city-cap.com,,List Import
10999769,Inactive Investor,Mary Schulz,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,mary.schulz@primerica.com,,Salesforce
352984,,Natalie Billon,Managing Director,Centurion Global Management,natalie.billon@gmail.com,,Event
10922351,Inactive Investor,Shane Allen,,"Cambridge Investment Research, Inc. Cedar Park TX 3001 Glacier Pass",,,Salesforce
11084238,Inactive Investor,Douglas Postma,,Cetera Financial Specialists LLC Grandville MI 4250 Chicago Dr SW,douglas.postma@ceterafs.com,,Salesforce
9642383,,Tu Tran,,,tranphuoctu@gmail.com,,List import
10881856,Inactive Investor,Philip Hackleman,Chief Compliance Officer;Financial Consultant;Partner,Tiempo Capital Partners,,,Salesforce
9610749,,Jaideep Reddy,,,jaideep.reddy@nishithdesai.com,,List import
10885728,Inactive Investor,Alison Weinberger,Director - Operations;Investment Advisor Representative;Regulatory Contact;Trustee,"Weinberger Asset Management, Inc",ali@wamasset.com,,Salesforce
94616,,Terry Sylvester Charron,,BNY Mellon,sylvestercharron@yahoo.com,7814548032,
242135,,Sarah Jones,Marketing Specialist,Cannon Financial Institute,sjones@cannonfinancial.com,,Event
10944432,Inactive Investor,Thomas Zavadil,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
333829,,Logan Schwartz,Bond Sale Coordinator,Ehlers,lschwartz@ehlers-inc.com,800-717-9742,Manual List Upload
11208354,Inactive Investor,Christopher Still,Wealth Advisor,Financial Advisory Corporation,,,Salesforce
245327,,Prachi Parikh-Doshi,ETF Capital Markets,State Street Global Advisors,prachi_parikhdoshi@ssga.com,8622216372,Manual List Upload
10774205,Inactive Investor,Tasha Way,Portfolio Associate,Morgan Stanley Modesto CA 1020 10th St,tasha.way@morganstanley.com,,Salesforce
10813862,Inactive Investor,Thomas Curran,Complex Manager;Senior Vice President,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",thomas.curran@raymondjames.com,,Salesforce
9608296,,David Decker,,,ddecker999@aol.com,,List import
11091087,Inactive Investor,Keith Lanzoni,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",keith.lanzoni@rbc.com,,Salesforce
10796006,Inactive Investor,Thomas Wise,Director,"Wise Wealth Solutions, LLC Colorado Springs CO 2 N Cascade Ave",tom@wisewealthsolutions.com,,Salesforce
10935567,Inactive Investor,Jessica Voci,,"Raymond James Financial Services, Inc. Ephrata PA 108 N Reading Rd",jessica.voci@raymondjames.com,,Salesforce
11005757,Inactive Investor,Eduardo Moreira Dischinger,,Avenue Securities LLC,,,Salesforce
11054038,Inactive Investor,Casey Pate,Owner,"The Journeys Group, Inc.",,,Salesforce
10829521,Inactive Investor,William Meserve,,"Osaic Wealth, Inc. Indianapolis IN 3500 Depauw Blvd",wmeserve@osaicwealth.com,,Salesforce
10947306,Inactive Investor,Margaret Coker,Chief Compliance Officer;Compliance and Operations Coordinator;Operations Coordinator;Regulatory Contact,"Beaumont Asset Management, LLC",mmeaux@beaumontasset.com,,Salesforce
244472,,Jennifer Kahane,Vice President,John Hancock Investment Management,jkahane@jhancock.com,18572103609,Manual List Upload
11135744,Inactive Investor,Parker Spendlove,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11132546,Inactive Investor,Richard Loek,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Onesta Wealth Management, LLC",,,Salesforce
11175413,Inactive Investor,Terri Crowley,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",terri.crowley@nm.com,,Salesforce
10887700,Inactive Investor,Jesse Elliott,,Fidelity Brokerage Services LLC,,,Salesforce
10801910,Inactive Investor,Luis Serrano,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,luis.serrano@ubs.com,,Salesforce
10766403,Inactive Investor,Gregory Hale,Financial Advisor;Financial Planning Specialist,Morgan Stanley Eureka CA 2421 Buhne St,gregory.hale@morganstanley.com,,Salesforce
11234750,Inactive Investor,Catherine Patrick,,"Corda Investment Management, LLC Dallas TX 15660 Dallas Pkwy",,,Salesforce
11155024,Inactive Investor,Robert Siebers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10818055,Inactive Investor,Chuck Edelstein,,Cetera Financial Specialists LLC Saint Louis MO Private Residence,chuck.edelstein@ceterafs.com,,Salesforce
187766,,jim nardone,,[Unknown],jim@nardone.com,,
9601255,,Larry Bennett,,,larry.bennett@personalcapital.com,,List import
10957182,Inactive Investor,Olivia Combs,,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,ncombs@investdavenport.com,,Salesforce
10855748,Inactive Investor,Gino Callisto,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",gcallisto@financialguide.com,,Salesforce
11166970,Inactive Investor,Nicholas Cooper,,Fidelity Brokerage Services LLC,,,Salesforce
340622,,Ruairi O'healai,Director & Managing Director,Morgan Stanley Investment Management Limited,ruairi.ohealai@morganstanley.com,011-442-074258000,Manual List Upload
9563250,,Tyrus Pendergrass,,,tpendergrass@argentadvisors.com,,List import
10917578,Inactive Investor,Jason Payne,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,"Timpanogos Financial Advisors, Inc.",,,Salesforce
10813289,Inactive Investor,Kristopher Henrikson,Financial Advisor,Edward Jones Sequim WA 436 S Sequim Ave,kristopher.henrikson@edwardjones.com,,Salesforce
220506,,Robert Cieplicki,,[Unknown],crob@poczta.onet.pl,,Direct
11151095,Inactive Investor,Edward Goldberg,,"Westminster Financial Securities, Inc. West Hartford CT 433 S Main St",egoldberg@westminsterfinancial.com,,Salesforce
11109196,Inactive Investor,Gilbert Vela,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,gilbert.vela@primerica.com,,Salesforce
10773641,Inactive Investor,Matthew Waldman,Director - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",,,Salesforce
10948029,Inactive Investor,Giscard Chery,,HSBC Securities (USA) Inc. Scarsdale NY 901 Central Park Ave,giscard.j.chery@us.hsbc.com,,Salesforce
10813484,Inactive Investor,Robert Boland,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",robert.boland@rbc.com,,Salesforce
11093331,Inactive Investor,Todd Simons,,Robert W. Baird & Co. Incorporated,tsimons@rwbaird.com,,Salesforce
11034985,Inactive Investor,Daniel Davis,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
10830263,Inactive Investor,Timothy Shanahan,,Compass Securities Corporation,tim@compasssecurities.com,,Salesforce
10883451,Inactive Investor,Sarah Schattner,Client Service;Director - Marketing;Director - Marketing and Client Services,"Deroy & Devereaux Private Investment Counsel, Inc.",sschattner@deroydevereaux.com,,Salesforce
10917162,Inactive Investor,Mohammed Esmail,,"Osaic Wealth, Inc. Lombard IL 101 W 22nd St",,,Salesforce
22109,,Michael Tierney,Portfolio Manager,Surveyor Capital Management,michael.tierney@surveyor-capital.com,1-972-892-1700,Database Upload
10876716,Inactive Investor,Kristin Balder,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10783962,Inactive Investor,Joseph Krugel,Financial Advisor,"Ameriprise Financial Services, LLC Wilkes Barre PA 100 N Wilkes Barre Blvd",joseph.p.krugel@ampf.com,,Salesforce
11238388,Inactive Investor,Nicole Dutkus,,Biondo Investment Advisors LLC,ndutkus@thebiondogroup.com,,Salesforce
9585042,,Robert Kleinschmidt,,,rkleinschmidt@tocqueville.com,,List import
11014124,Inactive Investor,Matthew Mabin,,Citigroup Global Markets Inc.,,,Salesforce
10891244,Inactive Investor,Joshua Amundsen,Assistant Manager;Supervisory Risk Principal,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9572319,,Tammy Tieu,,,tammy.tieu@pointstate.com,,List import
10956831,Inactive Investor,Kristine Abdelmalak,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10915150,Inactive Investor,Douglas Peterson,Chief Compliance Officer;Financial Advisor,"Keystone Financial Services, LLC",blake@keystonefinancial.us,,Salesforce
11194362,Inactive Investor,Brent Folland,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fresno CA 5200 N Palm Ave,brent.folland@ubs.com,,Salesforce
11020892,Inactive Investor,Mengyu Lan,,"TradeUp Securities, Inc.",,,Salesforce
11232278,Inactive Investor,Elvie Jess Tampus,,PFS Investments Inc. East Rutherford NJ 1 Madison St,etampus@primerica.com,,Salesforce
10941789,Inactive Investor,Dominique Starks,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10935552,Inactive Investor,Joshua Mounce,,"Cambridge Investment Research, Inc. Sewickley PA 2605 Nicholson Rd",,,Salesforce
11232235,Inactive Investor,Leonard Lindsay,,PFS Investments Inc. Lawrence NY 700 Rockaway Tpke,,,Salesforce
10878777,Inactive Investor,Colin Tracy,Financial Advisor,Edward Jones Austin TX 901 S Mo Pac Expy,colin.tracy@edwardjones.com,,Salesforce
9644115,,Francisco Marino,,,fmarino@noctuapartners.com,,List import
11130103,Inactive Investor,Ryan Finn,,"Apis Financial Group, LLC",,,Salesforce
10969985,Inactive Investor,Camille Forde,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",camille.forde@ml.com,,Salesforce
10866898,Inactive Investor,Anna Demaccino,Investment Portfolio Associate,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",anna.demaccino@raymondjames.com,,Salesforce
10973284,Inactive Investor,Gabriel Faunce,,J.P. Morgan Securities LLC Marina CA 264 Reservation Rd,gabriel.faunce@jpmorgan.com,,Salesforce
10845897,Inactive Investor,Brian Copeland,,"HighTower Securities, LLC New York NY 505 5th Ave",bcopeland@hightoweradvisors.com,,Salesforce
100955,,Sam Forester,,Retired,sjf648@aol.com,9543366252,
10808563,Inactive Investor,Patrick Friesen,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Omaha NE 13625 California St,patrick.friesen@morganstanley.com,,Salesforce
11065312,Inactive Investor,Matthew Lindland,,"Guggenheim Investor Services, LLC Chicago IL 227 W Monroe St",matthew.lindland@guggenheimpartners.com,,Salesforce
217433,,Harry Whitton,ETF Sales and Trading,Old Mission Capital,harry.whitton@oldmissioncapital.com,,
332514,,Fayez Majzoub,,[Unknown],fmajzoub@hotmail.comf,,Direct
9578160,,Beige Chen,,,beige.chen@transamerica.com,,List import
11117007,Inactive Investor,Philipp Ponomarev,Financial Advisor,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",philipp.ponomarev@prudential.com,,Salesforce
10791461,Inactive Investor,Richard Brady,,Key Investment Services LLC Hilliard OH 5390 Cemetery Rd,richard.brady@key.com,,Salesforce
10888556,Inactive Investor,Steven Trustey,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
11087291,Inactive Investor,Anthony Schifano,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",anthony.m.schifano@nm.com,,Salesforce
10999274,Inactive Investor,Kevin St John,Financial Advisor,Edward Jones Sarasota FL 2601 Cattlemen Rd,kevin.stjohn@edwardjones.com,,Salesforce
11192270,Inactive Investor,Kyle Shoemaker,Chief Compliance Officer;Portfolio Manager,Fifth Avenue Family Office,kyle@fifthavenuefamily.com,,Salesforce
10983381,Inactive Investor,David Rich,,Cetera Advisor Networks LLC Layton UT 2509 E Sunset Dr,,,Salesforce
10606774,,Christopher Shackleton,"Co-Founder, Manager, Managing Partner","Coliseum Capital Management, LLC",cshackelton@ccap-llc.com,203-883-0100,
10848844,Inactive Investor,Aaron Dobbs,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,aaron.dobbs@fidelity.com,,Salesforce
10848613,Inactive Investor,Audrey Nesvold,,"Avantax Investment Services, Inc. Yucaipa CA 12189 7th St",,,Salesforce
222717,,George Margar,,[Unknown],anogvo@yahoo.com,,Paid Search
231847,, -,,[[Unknown]],ofirat1@gmail.com,,Organic Search
10764677,Inactive Investor,Sheryl Hale,,Morgan Stanley Troy MI 101 W Big Beaver Rd,sheryl.hale@morganstanley.com,,Salesforce
11155633,Inactive Investor,Daniel Priest,,"Farmers Financial Solutions, LLC Lumberton TX 347 S Main St",dpriest@farmersagent.com,,Salesforce
10960954,Inactive Investor,Imagbe Igbinedion,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",imagbe.igbinedion@ml.com,,Salesforce
10879095,Inactive Investor,Joseph Kelly,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,joseph.kelly2@fmr.com,,Salesforce
10864128,Inactive Investor,Eric Birch,Financial Advisor,LPL Financial LLC Utica MI 6300 22 Mile Rd,eric.birch@lpl.com,,Salesforce
10801177,Inactive Investor,Steven Zimmerman,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Lake Forest IL 207 E Westminster,steve.zimmerman@morganstanley.com,,Salesforce
10910480,Inactive Investor,Christene Mcnew,Associate Financial Advisor,"Osaic Institutions, Inc. Abingdon VA 350 W Main St",chris.mcnew@osaicinstitutions.com,,Salesforce
11127696,Inactive Investor,Alexis Safie,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,alexis.wright@fidelity.com,,Salesforce
9589167,,Craig Rogers,"Chief Executive Officer, President, Regulatory Contact","Rogers Wealth Group, Inc.",crogers@rogersco.com,,List import
10774037,Inactive Investor,Raymond Runia,Private Wealth Advisor,Morgan Stanley Provo UT 5255 N Edgewood Dr,scott.runia@morganstanleypwm.com,,Salesforce
226388,, -,,[[Unknown]],pannrobert@aol.com,,Initial Salesforce Import
45858,,Peter Sheahan,"Senior Relationship Manager, Vice President",Fisher Investments,p.sheahan@fi.com,,
11260395,Inactive Investor,Diego Mejiacardenas,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11040667,Inactive Investor,Scott Wayne,,"M Holdings Securities, Inc. Knoxville TN 9700 Westland Dr",,,Salesforce
9628200,,Jane Prugsanapan,,,jprugsanapan@cfiemail.com,,List import
10984376,Inactive Investor,Emmanuel Pacheco,,J.P. Morgan Securities LLC Hanover Park IL 1640 Irving Park Rd,emmanuel.j.pacheco@chase.com,,Salesforce
10779416,Inactive Investor,William Muskat,,Commonwealth Financial Network Simi Valley CA 990 Enchanted Way,bmuskat@commonwealth.com,,Salesforce
9548013,,Corvin Wimmer,,,mail@corv.in,,List import
11016790,Inactive Investor,Elisabetta Strada,Client Service Associate;Portfolio Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10834246,Inactive Investor,Charles Manning,Director - Tax Services;President,"Charles Manning & Associates, Inc.",,,Salesforce
10781611,Inactive Investor,James Wallace,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,james.wallace@fmr.com,,Salesforce
11007674,Inactive Investor,Carl Riffey,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,criffey@primerica.com,,Salesforce
10975335,Inactive Investor,Quinton Branch,Investment Advisor Representative,PFS Investments Inc. Overland Park KS 8500 W 110th St,quinton.branch@primerica.com,,Salesforce
9605668,,Harvey Slaughter,,,hslaughter@schechterinvestments.com,,List import
6305341,,Joseph Sudol,,,jsudol4510@gmail.com,,Web Form Fillout
10767481,Inactive Investor,Jack Stonhaus,Senior Vice President - Wealth Management,UBS Financial Services Inc. Fresno CA 5200 N Palm Ave,jack.stonhaus@ubs.com,,Salesforce
9568141,,Joseph Merritt,,,jbmerritt3976@gmail.com,,List import
11003538,Inactive Investor,Christopher Pratt,,"Spire Securities, LLC",,,Salesforce
10659594,,Charmaine Moini,,,charmaine.lochan.moini@chase.com,,List Import
10646471,,Carla Leverman,,,carla.leverman@ubs.com,,List Import
10777716,Inactive Investor,John Gall,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lake Oswego OR 4949 Meadows Rd",chuck.gall@rbc.com,,Salesforce
10789185,Inactive Investor,John Hoover,Head - Investments;Managing Director,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,john.s.hoover@jpmorgan.com,,Salesforce
10962999,Inactive Investor,Dailey Tingley,Financial Advisor,Edward Jones Lafayette IN 35 S Creasy Ln,dailey.tingley@edwardjones.com,,Salesforce
9641015,,RAM PRASAD BANDI,,,bandi.ramprasad@gmail.com,,List import
9619499,,Sean Madgett,,,sean.madgett@gmail.com,,List import
9573469,,Landon Fritch,,,lfritch@flputnam.com,,List import
11192571,Inactive Investor,Sun-Kyung Bae,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10617675,,Michael Ellington,,,michael.ellington@ubs.com,,List Import
11115646,Inactive Investor,Victor Price,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,victor.price@fmr.com,,Salesforce
9590851,,Dany Gawron,,,info@invvar.com,,List import
9634254,,Nathan Hook,,,babyshoesinvest@gmail.com,,List import
10825609,Inactive Investor,Paul Fallace,Financial Advisor;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,paul.fallace@morganstanley.com,,Salesforce
11198128,Inactive Investor,Andrew Weinstein,,Maxim Group LLC,aweinstein@maximgrp.com,,Salesforce
6450134,,Timothy Blachut,,,tblachut@gmail.com,,Web Form Fillout
11177938,Inactive Investor,Kenneth Shults,Financial Advisor,Edward Jones Grants Pass OR 949 SE 7th St,kenny.shults@edwardjones.com,,Salesforce
98821,,Christopher Crawford,,Israel,crawford.l.chris@gmail.com,,
11114275,Inactive Investor,Lisa Bess,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,lbess@primerica.com,,Salesforce
371140,,Scott Nemecheck,,Finance Solutions,scott@financemytoys.com,,Salesforce
9629393,,Bob Lechasseur,,,boblechasseur69@gmail.com,,List import
9642450,,Robert Coulter,,,robert.coulter1998@yahoo.com,,List import
11170335,Inactive Investor,Sharri Kelly,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",sharri_kelly@ml.com,,Salesforce
10911310,Inactive Investor,Travis Barnhard,,Fidelity Brokerage Services LLC,travis.barnhard@fmr.com,,Salesforce
11222151,,Michael Bienstock,,,mike@semaphoreinv.com,,List Import
9612352,,amaury edet,,,amaury.crypto@outlook.com,,List import
9568188,,Brian -,,,bdekiep@gmail.com,,List import
9606639,,Kevin Connery,,,kevcee@protonmail.com,,List import
352262,,Jay Chapman,Founding Partner,Victrix Investment Advisors,jay@chapmancapitaladvisors.com,772-320-9658,Manual List Upload
10983778,Inactive Investor,Mark Druckenmiller,,Vanguard Marketing Corporation,mark_druckenmiller@vanguard.com,,Salesforce
11116164,Inactive Investor,Cody Mangin,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
207092,,Samantha Pahlow,,"Ferguson Wellman Capital Management, Inc.",samantha.pahlow@fergwell.com,,
141608,,Andrea Rochelt,,Austria,andrea.rochelt@gmail.com,,
11070588,Inactive Investor,Evan Lasley,,Edward Jones Corydon IN 241 Wyandotte Ave,,,Salesforce
9646291,,Fady Ghobril,,,fghobril@zfp.com,,List import
9603117,,Michael Angello,,,mwangello@comcast.net,,List import
10811031,Inactive Investor,James Eagleton,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tulsa OK 4940 S Columbia Ave",james.eagleton@wfafinet.com,,Salesforce
10967692,Inactive Investor,Antoinette Placido,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11209850,Inactive Investor,Mychael Haywood,Financial Advisor,J.P. Morgan Securities LLC Houston TX 6117 Hwy 6 N,mychael.haywood@jpmorgan.com,,Salesforce
10939037,Inactive Investor,Aaron Strouse,,LPL Financial LLC San Diego CA 4707 Executive Dr,aaron.strouse@lpl.com,,Salesforce
10960185,Inactive Investor,Todd Avery,,State Farm VP Management Corp.,,,Salesforce
10611220,,Michelle Hobart,Associate Financial Advisor,,michelle.hobart@ampf.com,,List Import
11120686,Inactive Investor,Juan Bissone,,Citigroup Global Markets Inc.,,,Salesforce
10974409,Inactive Investor,Alex Lomibao,,PFS Investments Inc. Covina CA 320 W Badillo St,alex.lomibao@primerica.com,,Salesforce
10859701,Inactive Investor,Michael Richards,Chief Compliance Officer;Managing Member,Capital A Wealth Management,mrichards@capitalainvestments.com,,Salesforce
11136971,Inactive Investor,Hang Zheng,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11005277,Inactive Investor,Ryan Stovash,,"Avantax Investment Services, Inc. Winter Park FL 180 N Park Ave",,,Salesforce
10870753,Inactive Investor,Thomas Kraabel,Financial Advisor,"Osaic Wealth, Inc. Vashon WA Private Residence",,,Salesforce
11044856,Inactive Investor,Albert Alvarez,Financial Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",albert.d.alvarez@ampf.com,,Salesforce
9621775,,elaine tho,,,elainetho92@gmail.com,,List import
10940791,Inactive Investor,Andrea Del Galdo,,LPL Financial LLC Phoenix AZ 1137 E Redfield Rd,andrea.del-galdo@lpl.com,,Salesforce
11222139,,Michelle Martin,,,mmartin@cfnmail.com,,List Import
11155577,Inactive Investor,Lisa Evans,,Kovack Securities Inc. Cumming GA 327 Dahlonega St,,,Salesforce
11100048,Inactive Investor,Joshua Nies,,Thrivent Investment Management Inc.,joshua.nies@thrivent.com,,Salesforce
9553556,,Cassandra Shi,,,cassandra.shih@gmail.com,,List import
10939104,Inactive Investor,Gustaf Sylvan,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,gustafsylvan@statefarm.com,,Salesforce
10823089,Inactive Investor,Stephen Blahunka,Vice President;Wealth Management Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,steve.blahunka@ml.com,,Salesforce
9637329,,Hugh Farris,,,hugh.farris@msci.com,,List import
11000626,Inactive Investor,Jordan Duvall,Financial Professional,LPL Financial LLC Bartlesville OK 1821 SE Washington Blvd,jordan.duvall@lpl.com,,Salesforce
10917082,Inactive Investor,Michelle Lucas,,LPL Financial LLC Cumberland MD 29 N Liberty St,michelle.lucas@lpl.com,,Salesforce
11232262,Inactive Investor,Bryn Markey,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Gulf Breeze FL 913 Gulf Breeze Pkwy",,,Salesforce
11073001,Inactive Investor,Zuorah Bitar,,J.P. Morgan Securities LLC Detroit MI 18203 Fenkell St,,,Salesforce
10494443,,Peter Stranberg,"Chief Compliance Officer, Managing Member",Stranberg Capital LLC,pete@stranbergcapital.com,,List Import
205681,,Jeff Willey,,United States,jwilley@erols.com,,
10776877,Inactive Investor,Alan Dull,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,alan.dull@fidelity.com,,Salesforce
10811518,Inactive Investor,Corey Scrupps,Financial Advisor,"Northeast Planning Associates, Inc. Newburyport MA 37 1/2 Forrester St",cscrupps@northeastplanning.com,,Salesforce
11018769,Inactive Investor,Heather Michael,Financial Professional,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",heather.michael@prudential.com,,Salesforce
11180864,Inactive Investor,Alexander Csekme,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11102742,Inactive Investor,Robert Powell,Private Client Banker,J.P. Morgan Securities LLC Belmar NJ 1936 State Rte 35,robert.scott.powell@chase.com,,Salesforce
11060297,Inactive Investor,Rami Elkhatib,Wealth Advisor Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,rami.elkhatib@morganstanley.com,,Salesforce
10930373,Inactive Investor,Gary Geraci,,"Cambridge Investment Research, Inc. Windham NH Private Residence",,,Salesforce
9557396,,William Huling,,,bhuling056@gmail.com,,List import
10604766,,Kerron Manwaring,,,kerron.manwwaring@gmail.com,,Web Form Fillout
10793357,Inactive Investor,David Garcia-Palma,,Citigroup Global Markets Inc.,,,Salesforce
11195169,Inactive Investor,Clay Brethour,Chief Compliance Officer;Founder;Managing Member;President,Maclura Investments,,,Salesforce
10879945,Inactive Investor,Kevin Alcala,,Goldman Sachs & Co.,,,Salesforce
334507,,Jotham Klein,Vice President,Sfw Capital Partners,jklein@sfwcap.com,914-510-8910,Manual List Upload
11014268,Inactive Investor,Katelyn Jacques,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",,,Salesforce
10849399,Inactive Investor,Albert Marteney,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",jim.marteney@nm.com,,Salesforce
187739,,Laurence McHugh,,"SagePoint Financial, Inc.",lmchugh@sagepointadvisor.com,401-783-0237,
9553333,,jason ye,,,victor960503@gmail.com,,List import
10753526,Inactive Investor,Margaret Kirby,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",margaret_kirby@ml.com,,Salesforce
10927844,Inactive Investor,Ronald Lembo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ronald_lembo@vanguard.com,,Salesforce
11197811,Inactive Investor,Christopher Spurling,,"Raymond James & Associates, Inc.",christopher.spurling@raymondjames.com,,Salesforce
10957242,Inactive Investor,Katie Kuehler,,Edward Jones Saint Louis MO 130 S Bemiston Ave,katie.kuehler@edwardjones.com,,Salesforce
236958,,robert earwood,,[[Unknown]],earwoodvickie6@gmail.com,,
176141,,Rebecca Underwood,"VP, Finance & Administration",[Unknown],runderwood@cfgc.org, +1 423 265 0586,Database Upload
11078138,Inactive Investor,Kyle Singer,Financial Professional,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10776010,Inactive Investor,Robin Arizzo,,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",robin.arizzo@schwab.com,,Salesforce
9562750,,Corey Chapman,,,corey7754@outlook.com,,List import
11055204,Inactive Investor,Raffi Tutuyan,Portfolio Advisor,"Stifel Independent Advisors, LLC Woodland Hills CA 20750 Ventura Blvd",tutuyanr@stifelindependence.com,,Salesforce
241521,Inactive Investor,Renato Bacchi,,Alcoa Inc.,renato.bacchi@alcoa.com,(412) 553-3595,Database Upload
10903342,Inactive Investor,Shao He,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,shao.he@leerink.com,,Salesforce
11238577,Inactive Investor,Kyle Torpey,,"Madison International Realty Holdings, LLC",ktorpey@madisonint.com,,Salesforce
11013041,Inactive Investor,Yuxin Li,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9580463,,Paul Huerter,,,paul.huerter@securitiesamerica.com,,List import
11086249,Inactive Investor,Grant Shin,,D.A. Davidson & Co. Irvine CA 3333 Michelson Dr,,,Salesforce
11168828,Inactive Investor,Michael Nicoletti,Financial Advisor,"World Investments, Inc. Montville NJ 150 River Rd",,,Salesforce
9647485,,David Landman,,,davidil55x@aim.com,,List import
11101181,Inactive Investor,Eric Stromfeld,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",eric.stromfeld@ml.com,,Salesforce
10767352,Inactive Investor,Marguerite Hodgkins,Wealth Management Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,marguerite.conroy@ubs.com,,Salesforce
11011894,Inactive Investor,Eric Hollister,Financial Counselor,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
10974374,Inactive Investor,Brian Michaels,,LPL Financial LLC Philadelphia PA 2401 Pennsylvania Ave,brian.michaels@lpl.com,,Salesforce
10873588,Inactive Investor,Anna Williams,Financial Advisor,Edward Jones Concord NC 10070 Edison Square Dr NW,anna.williams@edwardjones.com,,Salesforce
10864366,Inactive Investor,Brian Buss,,"Transamerica Financial Advisors, Inc Chicago IL 2252 S Canal St",brian.buss@tfaconnect.com,,Salesforce
9648061,,Paul Douglas,,,paul@crypto-beginner.com,,List import
11057024,Inactive Investor,Melissa Switalski,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",melissa.switalski@nm.com,,Salesforce
10937125,Inactive Investor,Peter Elers,,PNC Investments Pittsburgh PA 2101 Park Manor Blvd,peter.elers@pnc.com,,Salesforce
11101006,Inactive Investor,Austin Scott,,"Osaic Wealth, Inc. Wenatchee WA 7 N Wenatchee Ave",,,Salesforce
10865118,Inactive Investor,David Kiesling,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,ted.kiesling.h5ls@statefarm.com,,Salesforce
11028229,Inactive Investor,Galen Herrington,Financial Advisor,Herrington Wealth Management Corporation,gherrington@herringtonwealth.com,,Salesforce
11025963,Inactive Investor,Blaine Tucker,Financial Advisor,Thrivent Investment Management Inc. Loveland CO 2956 Ginnala Dr,blaine.tucker@thrivent.com,,Salesforce
237912,, -,,[[Unknown]],muhammedado22@gmail.com,,Paid Search
11083912,Inactive Investor,Autumn Ryan,,"MML Investors Services, LLC Winston Salem NC 100 N Cherry St",autumnryan@financialguide.com,,Salesforce
10488117,,Roland Austrup,"Chairman, Chief Compliance Officer, Managing Principal",Wavefront US Corporation,raustrup@wavefrontgam.com,,List Import
10793238,Inactive Investor,Anne Holderried,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Washington Crossing PA Private Residence",anne.f.holderried@ampf.com,,Salesforce
9623696,,Ciaran Neilan,,,ciaran@gsr.io,,List import
10836704,Inactive Investor,Bruce Robbins,,Cetera Advisor Networks LLC Palm Desert CA 77564 Country Club Dr,,,Salesforce
11221734,,Anthony Desantis,,,adesantis@affluentsolutions.com,,List Import
9636108,,Mark Harris,,,mharris@ta.com,,List import
11236190,Inactive Investor,Melissa Vaughan,,Key Investment Services LLC North Royalton OH 6424 Royalton Rd,melissa.vaughan@key.com,,Salesforce
10793782,Inactive Investor,James Warta,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,james.warta@ubs.com,,Salesforce
11192385,Inactive Investor,Rebecca Moore,Associate Vice President - Investment Officer;Managing Partner,"Wells Fargo Advisors Financial Network, LLC Pine Bluff AR 202 E 11th Ave",rebecca.moore@wellsfargoadvisors.com,,Salesforce
10790795,Inactive Investor,Frank Rosier,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,frank.rosier@fidelity.com,,Salesforce
10961051,Inactive Investor,Ioannis Michaelidis,,Fidelity Brokerage Services LLC,,,Salesforce
10863666,Inactive Investor,Jerry Klinger,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Brownsville TX 1534 E 6th St",jerry.klinger@wfafinet.com,,Salesforce
11106998,Inactive Investor,Julian Escallon,Relationship Manager,United Capital Financial Advisors Fort Lauderdale FL 450 E Las Olas Blvd,julian.escallon@unitedcapitalwealth.com,,Salesforce
11001409,Inactive Investor,Lance Titus,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11071783,Inactive Investor,Ying Liang Stickel,Private Client Financial Advisor,"Citizens Securities, Inc. Philadelphia PA 195 Franklin Mills Blvd",ying.h.liangstickel@ccoinvest.com,,Salesforce
9586438,,Michael McCarty,,,mikegobrowns@yahoo.com,,List import
10886930,Inactive Investor,Frederick Gualario,Wealth Management Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,frederick.gualario@ubs.com,,Salesforce
10823126,Inactive Investor,Timothy Park,,"Parkland Securities, LLC Sandy UT 9678 S 700 E",tpark@parklandrep.com,,Salesforce
10795711,Inactive Investor,Michael Feinstein,Financial Advisor,"Ameriprise Financial Services, LLC Southport CT 2507 Post Rd",michael.2.feinstein@ampf.com,,Salesforce
11197599,Inactive Investor,Jeffrey Jankowski,Chief Compliance Officer;Managing Member;Managing Partner,"American Portfolio Management, LLC Littleton CO 9888 W Belleview Ave",jeff@apm-invest.com,,Salesforce
10614130,,Steven Paoletti,"Associate Vice President, Financial Advisor, Investment Officer",,steven.d.paoletti@wellsfargoadvisors.com,,List Import
11175127,Inactive Investor,Andres Chavez,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,andres.chavez@fmr.com,,Salesforce
10958770,Inactive Investor,Teresa Roop,,United Planners' Financial Services of America A Limited Partner Amarillo TX 301 S Polk St,,,Salesforce
11097058,Inactive Investor,Michael Marietti,General Partner;President,Riverbend Planning Group LLC,,,Salesforce
161616,,Liliana Pinzon,,[Unknown],pinzoncristoliliana@yahoo.com,,Content
9593125,,Steven Krawick,,,skrawick@wccadvisors.com,,List import
10873234,Inactive Investor,Robyn Jameson,Chief Compliance Officer;Financial Advisor;President;Principal,"Trinity Financial Partners II, LLC",robynj@trinityfp.com,,Salesforce
372198,,Colin Currie-Sinclair,,Canada,colin@magnuscapital.com,,Salesforce
11194741,Inactive Investor,Hugo Ramirez,,Investment Placement Group,,,Salesforce
11133874,Inactive Investor,Rachel Richwine,,Oppenheimer & Co. Inc. Boston MA 255 State St,rachel.richwine@opco.com,,Salesforce
10923929,Inactive Investor,Linda Jane Cofield,Team Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,lindajane.dobosh@ubs.com,,Salesforce
10768730,Inactive Investor,Michael Maynes,,LPL Financial LLC Boca Raton FL 299 Camino Gardens Blvd,michael.maynes@lpl.com,,Salesforce
11162481,Inactive Investor,Daniel Sanders,Financial Advisor,Edward Jones Chickasha OK 328 W Kansas Ave,daniel.sanders@edwardjones.com,,Salesforce
11155231,Inactive Investor,Matthew Mcbryan,,Perella Weinberg Partners LP,mmcbryan@pwpartners.com,,Salesforce
11202780,Inactive Investor,Benjamin Linser,Lead Advisor,"Family Wealth Advisory Group, LLC",blinser@fwag.com,,Salesforce
10908420,Inactive Investor,Benjamin Schroeder,,"OFG Financial Services, Inc. College Station TX 302 Holleman Dr E",,,Salesforce
11259876,Inactive Investor,Stacy Correa,,J.P. Morgan Securities LLC San Pedro CA 1001 S Pacific Ave,stacy.correa@jpmorgan.com,,Salesforce
9610101,,Paul Bruguera,,,pbruguera3@gmail.com,,List import
11208752,Inactive Investor,Summer North,Financial Advisor,Edward Jones Hobbs NM 3401 N Grimes St,summer.cooper@edwardjones.com,,Salesforce
11217954,,Giacomo Mecagni,,,giacomo.mecagni@jpmorgan.com,,List Import
10934289,Inactive Investor,Kathy Smith,,"U.S. Bancorp Investments, Inc. Cincinnati OH 425 Walnut St",kathy.smith@usbank.com,,Salesforce
10762223,Inactive Investor,Catherine Galgano,Complex Manager;Managing Director,Morgan Stanley New York NY 399 Park Ave,catherine.galgano@morganstanley.com,,Salesforce
11096380,Inactive Investor,Elizabeth Ford,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Rosa CA 200 B St",elizabeth.ringer@wellsfargoadvisors.com,,Salesforce
109024,,Albermarx Garcia,,Spain,albermarxgj@hotmail.com,,
10615594,,Michael Sanders,Financial Advisor,,michael.sanders@captrust.com,,List Import
10755908,Inactive Investor,Joyce Sato,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilo HI 1437 Kilauea Ave",joyce_s_sato@ml.com,,Salesforce
11052205,Inactive Investor,Brett Gatta,,J.P. Morgan Securities LLC Warren OH 4538 Mahoning Ave NW,,,Salesforce
11162344,Inactive Investor,Dusty Cook,,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",dusty.cook@prudential.com,,Salesforce
11199752,Inactive Investor,Michael Flynn,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10551508,Active Investor,Paul Orlandoni,,Paul Orlandoni,,,Salesforce
332760,,Joshua Stumpf,"Manager, Chief Investment Officer, Chief Executive Officer, Chief Compliance Officer",Stumpf Capital Management Llc,joshua@stumpfcapital.com,415-686-5215,Manual List Upload
11137786,Inactive Investor,Maximilian Stankiewicz,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,maximilian.stankiewicz@jpmorgan.com,,Salesforce
10859363,Inactive Investor,Jon Johiro,,Cetera Advisors LLC Sunnyvale CA 1294 Kifer Rd,,,Salesforce
11165987,Inactive Investor,Kendrick Ephriam,,PFS Investments Inc. Long Beach CA 3605 Long Beach Blvd,kephriam@primerica.com,,Salesforce
10950767,Inactive Investor,Ma Librando,,PFS Investments Inc. Torrance CA 21615 Berendo Ave,ma.librando@primerica.com,,Salesforce
9646247,,Jamie Sweat,,,websight99@yahoo.com,,List import
10695950,,Jamie Kelley,,BNY Mellon Investment Managment,jamie.kelley@bnymellon.com,,List Import
9573732,,Henry Seggerman,,,henry.seggerman@iia-funds.com,,List import
10771595,Inactive Investor,Suzel Mendieta,Financial Advisor,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",suzel.mendieta@wellsfargoadvisors.com,,Salesforce
6969933,,no li we da,,,kebeg84885@v2ssr.com,,Web Form Fillout
10953237,Inactive Investor,Joshua Yoskosky,,LPL Financial LLC Arlington VA 1550 Wilson Blvd,joshua.yoskosky@lpl.com,,Salesforce
11115609,Inactive Investor,John Lawrence,,Fidelity Brokerage Services LLC Johnson City TN 3018 Peoples St,,,Salesforce
10911725,Inactive Investor,Suze Juste,,J.P. Morgan Securities LLC Fort Lauderdale FL 3300 N University Dr,suze.saintjuste@chase.com,,Salesforce
10997690,Inactive Investor,Lauren Abramowitz,Investment Advisor;Portfolio Manager,Financial Harvest Wealth Advisors,lauren@financialharvest.com,,Salesforce
11163621,Inactive Investor,Michael Pashak,Financial Advisor,The AmeriFlex Group,,,Salesforce
9627033,,Sachin Baghel,,,designer.sachin98@gmail.com,,List import
11220013,,Cole Welsh,,,cole.welsh@transamerica.com,,Other
9546957,,patricia haas-cleveland,,,p.haas.cleveland@gmail.com,,List import
10931442,Inactive Investor,Michael Delao,,"St. Bernard Financial Services, Inc.",michael.delao@stbernardfinancial.com,,Salesforce
9601642,,James Diener,,,jimdiener1@gmail.com,,List import
10758032,Inactive Investor,Michelle Nichols,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",michelle_nichols@ml.com,,Salesforce
96261,,Daniel Evans,,Self,maildbe@yahoo.com,3126129772,Organic Search
11087120,Inactive Investor,Edgar Jovel,,J.P. Morgan Securities LLC Pico Rivera CA 9270 Whittier Blvd,edgar.a.jovel@jpmorgan.com,,Salesforce
10819598,Inactive Investor,Lisa Hopperstad,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",lisa.hopperstad@nm.com,,Salesforce
11206404,Inactive Investor,Kurt Peavy,,"Osaic Wealth, Inc. Houston TX 1900 West Loop S",,,Salesforce
11097752,Inactive Investor,Joseph Pearson,,Sigma Financial Corporation Slidell LA 1349 Corporate Square Dr,,,Salesforce
10826688,Inactive Investor,Randall Elam,Financial Advisor,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",randy.elam@nm.com,,Salesforce
10805038,Inactive Investor,Duane Chelgren,,"Calton & Associates, Inc. Mesa AZ 1745 S Alma School Rd",dchelgren@calton.com,,Salesforce
10914157,Inactive Investor,Kenneth Block,,"Transamerica Financial Advisors, Inc Louisville KY 12910 Shelbyville Rd",kenneth.block@transamerica.com,,Salesforce
9617814,,Jonathan Ezrow,,,jezrow@goldentree.com,,List import
10813600,Inactive Investor,Maribeth Faland,Registered Associate,Morgan Stanley Oak Brook IL 2211 York Rd,maribeth.faland@ms.com,,Salesforce
10893742,Inactive Investor,Emely Garcia,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 400 S Zang Blvd",emely.garcia2@ml.com,,Salesforce
11102990,Inactive Investor,Jean Albanese,,LPL Financial LLC Keyport NJ Private Residence,,,Salesforce
11074231,Inactive Investor,Richard Glasser,Business Development Associate;Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,richard.glasser@morganstanley.com,,Salesforce
9563941,,Sirisha Prasad,,,sprasad114@gmail.com,,List import
10510613,,Phil Oster,VP - ETF Specialist,Amplify ETFs,poster@amplifyetfs.com,,List Import
10940957,Inactive Investor,Tyisha Smith,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,tyisha.smith@primerica.com,,Salesforce
11194732,Inactive Investor,William Roundtree,Financial Advisor,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",williamroundtree@synovus.com,,Salesforce
10762765,Inactive Investor,Sanford Feldman,Financial Advisor;Senior Vice President,Morgan Stanley Hewlett NY Private Residence,sanford.feldman@morganstanley.com,,Salesforce
10761301,Inactive Investor,Kirk Curtis,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,kirk.curtis@ubs.com,,Salesforce
9634695,,Mark White,,,mwhite@impaxam.com,,List import
10822531,Inactive Investor,Matthew Jarrell,Investment Advisor Representative,LPL Financial LLC Portage MI 7900 Kirkland Ct,matthew.jarrell@lpl.com,,Salesforce
9632484,,Serge Dmytruk,,,serge.dmytruk@outlook.com,,List import
10950634,Inactive Investor,James Atwood,,LPL Financial LLC La Jolla CA Private Residence,james.atwood@lpl.com,,Salesforce
11182766,Inactive Investor,Stephanie Chicago,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
11019777,Inactive Investor,Arlisa Kosiqi,,"U.S. Bancorp Investments, Inc. Franklin Park IL 10035 Grand Ave",,,Salesforce
11067298,Inactive Investor,Cara Rasmussen,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,cara.rasmussen.vaahk8@statefarm.com,,Salesforce
11003206,Inactive Investor,Austin Maness,,"Empower Financial Services, Inc Ludlow MA Private Residence",austin.maness@empower.com,,Salesforce
11082706,Inactive Investor,Anthony Pogasic,Associate Financial Advisor,"City Center Advisors, LLC",tony@citycenterfinancial.com,,Salesforce
10830221,Inactive Investor,Jeffrey Morris,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.morris@fmr.com,,Salesforce
11047351,Inactive Investor,Jonathan Jewitt,Managing Director;Senior Wealth Manager,Lido San Diego CA 3655 Nobel Dr,jjewitt@lidoadvisors.com,,Salesforce
11158259,Inactive Investor,Janice Johnson,,"Cambridge Investment Research, Inc. Manchester CT 945 Main St",,,Salesforce
9593737,,CATHY YU,,,cathyyu2008@hotmail.com,,List import
10888218,Inactive Investor,Lacy Wickham,,"FBL Marketing Services, LLC",lacy.abel@fbfs.com,,Salesforce
9622642,,John Bu,,,john.bu@akanacapital.com,,List import
9593294,,Terry Melvin,,,retiredterry16@gmail.com,,List import
11194097,Inactive Investor,Bradley Campbell,,State Farm VP Management Corp.,brad.campbell.cblz@statefarm.com,,Salesforce
9639082,,Scott Seaman,,,sbs@alkek.org,,List import
10996694,Inactive Investor,David Whitaker,Chief Compliance Officer;Principal,Rooted Planning LLC,davidwhitaker@rootedplanning.com,,Salesforce
11036390,Inactive Investor,Jacob Carpenter,,Fidelity Brokerage Services LLC,,,Salesforce
10965629,Inactive Investor,Premila Patel,Member,WealthPaver,,,Salesforce
9551328,,Mark Dickherber,,,mdickherber@sbhic.com,,List import
10856150,Inactive Investor,Michael Bailey,,State Farm VP Management Corp. Denver CO 143 Union Blvd,,,Salesforce
11009275,Inactive Investor,Jeffrey Carlin,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,jcarlin@primerica.com,,Salesforce
11141315,Inactive Investor,Richard Campbell,,Country Capital Management Company Marion IL 1517 E Deyoung St,richard.campbell@countryfinancial.com,,Salesforce
9618097,,Mark Beecroft,,,mark.beecroft@gardacp.com,,List import
10895784,Inactive Investor,Colin Clark,,LPL Financial LLC McLean VA 8300 Greensboro Dr,colin.clark@lpl.com,,Salesforce
10946495,Inactive Investor,Jennifer Johnson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jennifer.johnson@fmr.com,,Salesforce
11079452,Inactive Investor,Tu Tran,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
339582,,Mark Silk,Operating Partner,Blue Sea Capital Llc,msilk@blueseacapital.com,561-655-8400,Manual List Upload
10910884,Inactive Investor,David Harry,Managing Director;President,DTM3 Corporation,dharry@dtm3corp.com,,Salesforce
10782186,Inactive Investor,Steven Mobberley,Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley San Francisco CA 555 California St,steven.mobberley@morganstanley.com,,Salesforce
10813027,Inactive Investor,Winston Huie,Financial Advisor,"Equitable Advisors, LLC Mooresville NC Private Residence",winston.huie@equitable.com,,Salesforce
9641867,,Brad Mendelson,,,blmendelson@gmail.com,,List import
10939811,Inactive Investor,Jeffrey Desmarais,Financial Advisor,"Equitable Advisors, LLC Plantsville CT 772 S Main St",jeffrey.desmarais@equitable.com,,Salesforce
10973928,Inactive Investor,Jacob Rabay,Associate Wealth Manager;Wealth Management Associate,"Annex Wealth Management, LLC",jrabay@annexwealth.com,,Salesforce
11052475,Inactive Investor,Bryan Pettit,Investment Advisor,Capstone Investment Group,,,Salesforce
11032102,Inactive Investor,Justin Emmert,Financial Advisor;Wealth Advisor,Commonwealth Financial Network Prince Frederick MD 131 Main St,jemmert@commonwealth.com,,Salesforce
9635016,,Neil Carter,,,ncarter@ifm.net.au,,List import
10862945,Inactive Investor,Bryce Houdeshel,,Fidelity Brokerage Services LLC,,,Salesforce
11124196,Inactive Investor,Sunita Tanwani,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sunita.tanwani@jpmorgan.com,,Salesforce
10809057,Inactive Investor,Stanley Kline,,NYLIFE Securities LLC Vicksburg MS 820 South St,skline@ft.newyorklife.com,,Salesforce
11144964,Inactive Investor,Merry Cassidy,Portfolio Associate,Morgan Stanley Bakersfield CA 9100 Ming Ave,merry.cassidy@morganstanley.com,,Salesforce
10983220,Inactive Investor,Jesse Leax,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",jesse.leax@prudential.com,,Salesforce
10982915,Inactive Investor,Kristen Disanto,Chief Human Resources Officer;Secretary;Senior Executive Vice President,Washington Trust Advisors Wellesley MA 100 William St,,,Salesforce
11026439,Inactive Investor,Parker Fair,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
11193378,Inactive Investor,Roberto Bandelli,Chief Compliance Officer;Portfolio Manager;President,"Wisdom Capital Asset Management, LLC",rbandelli@wisdom-cap.com,,Salesforce
338435,,Jochen Möbert,,[Unknown],jochen.moebert@db.com,,Event
10759817,Inactive Investor,John McAuliffe,Assistant Complex Manager;Branch Manager;Senior Vice President,Morgan Stanley Oxnard CA 300 E Esplanade Dr,john.mcauliffe@morganstanley.com,,Salesforce
10929098,Inactive Investor,Michael Tymkew,,Aurora Securities Albion MI 1009 S Superior St,,,Salesforce
11092245,Inactive Investor,Gregory Harman,,State Farm VP Management Corp. Metamora IL 401 Woodland Knolls Rd,gregoryharman@statefarm.com,,Salesforce
11133185,Inactive Investor,Herman Quispe,Investment Associate;Senior Private Wealth Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",herman.quispe@ml.com,,Salesforce
10908517,Inactive Investor,Kenneth Acampora,Financial Advisor,Western Wealth Management LLC Englewood CO 400 Inverness Pkwy,,,Salesforce
11011251,Inactive Investor,Jamie Kernwein,,Cetera Investment Services LLC Orland Park IL 17865 Wolf Rd,jamie.kernwein@ceterais.com,,Salesforce
11125086,Inactive Investor,Karen Saunders,Complex Risk Officer;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",karen_saunders@ml.com,,Salesforce
9558922,,Andrew Richardson,,,mymarketmover@gmail.com,,List import
10883603,Inactive Investor,Mark Cullinane,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10992557,Inactive Investor,Michael Ingham,,State Farm VP Management Corp. Augusta GA 1126 Broad St,,,Salesforce
10800202,Inactive Investor,Brian Boedicker,,"First Heartland Capital, Inc. Leawood KS 12405 Beverly St",,,Salesforce
11179340,Inactive Investor,Larry Howell,,"KCD Financial, Inc. Roswell GA 11285 Elkins Rd",,,Salesforce
9564637,,Dan Weber,,,danweber@belkefinancial.com,,List import
10930308,Inactive Investor,Palma Mejia,,"OneAmerica Securities, Inc. San Pedro CA 411 N Harbor Blvd",,,Salesforce
10928459,Inactive Investor,Keith Yonkers,,"Kingswood Capital Partners, LLC Irvine CA 19800 Macarthur Blvd",,,Salesforce
10808644,Inactive Investor,Christopher Saras,,NYLIFE Securities LLC Orange City IA Private Residence,csaras@ft.newyorklife.com,,Salesforce
10996148,Inactive Investor,Jeffrey Mayfield,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jeffrey_mayfield@vanguard.com,,Salesforce
9617697,,Bradley Seaman,,,bseaman@p49equity.com,,List import
11082751,Inactive Investor,Megan Batal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11092232,Inactive Investor,Dylan Costello,,"ValMark Securities, Inc. Irvine CA 8855 Research Dr",,,Salesforce
9588398,,Scott Colyer,,,scolyer@aam.us.com,,List import
10810891,Inactive Investor,Bruce Holiman,,State Farm VP Management Corp. Lees Summit MO 319 SE Douglas St,,,Salesforce
9622866,,paul gp,,,squirelll800@gmail.com,,List import
11151616,Inactive Investor,Victor Johnson,Financial Advisor,"CUSO Financial Services, L.P. Austin TX 705 E 12th St",,,Salesforce
10918232,Inactive Investor,Kyle Hancharick,Financial Advisor,"Osaic Wealth, Inc. Elyria OH 5058 Waterford Dr",,,Salesforce
11030857,Inactive Investor,Sharon Gambrel-Mcelroy,,"Raymond James Financial Services, Inc. Harrodsburg KY 776 S College St",sharon.gambrelmcelroy@raymondjames.com,,Salesforce
11015627,Inactive Investor,Annie Leal,,Edward Jones Plymouth WI 110 Carr Rd,annie.leal@edwardjones.com,,Salesforce
11116276,Inactive Investor,Tyrane Perry,Private Client Banker,J.P. Morgan Securities LLC Atlanta GA 361 17th St NW,tyrane.perry@chase.com,,Salesforce
9592784,,Keith Larose,,,klarose@bfsinvest.com,,List import
10840180,Inactive Investor,Jacob Weichert,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",jacob.weichert@wellsfargoadvisors.com,,Salesforce
10771268,Inactive Investor,Joshua Bradley,Financial Advisor,"Wells Fargo Clearing Services, LLC Phoenix AZ 5151 N 44th St",joshua.m.bradley@wellsfargo.com,,Salesforce
11219548,,Mark Comyns,,,mark.comyns@lpl.com,,Other
9542770,,k k,,,ktjj92@gmail.com,,List import
9544959,,Bruce Stevenson,,,bruce80@q.com,,List import
217663,,Jeffrey Light,,[Unknown],jblight@gmail.com,,source
11091744,Inactive Investor,Michele Dipaolo,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",michele.dipaolo@rbc.com,,Salesforce
10839420,Inactive Investor,Candaisy Elliott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",candaisy.elliott@ml.com,,Salesforce
10812236,Inactive Investor,Jeffery Tveit,Financial Associate,Thrivent Investment Management Inc. Chamberlain SD 111 E Beebe Ave,jeff.tveit@thrivent.com,,Salesforce
10910004,Inactive Investor,Conall Fadden,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",conall.fadden@nm.com,,Salesforce
9604546,,Ramazan Kosemehmetoglu,,,kosemehmetoglu@hotmail.com,,List import
10842660,Inactive Investor,Nelson Moen,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 333 S 7th St",nelson.moen@wfafinet.com,,Salesforce
10770441,Inactive Investor,Robert Hill,Corporate Retirement Director;Financial Advisor;Senior Portfolio Manager;Vice President;Workplace Advisor,"RBC Capital Markets, LLC Cincinnati OH 2135 Dana Ave",robert.d.hill@morganstanley.com,,Salesforce
11195295,Inactive Investor,Katherine Smucinski,,Thrivent Investment Management Inc.,ksmucinski@pksinvest.com,,Salesforce
248357,,Aleksandra Popov,Project Manager,Freelance,rebeldevelopment@gmail.com,,Manual List Upload
341757,,Porter Alexander,Financial Consultant,Knox Wealth Partners Advisory,porter@knoxwealthpartners.com,865-291-2422,Manual List Upload
9585659,,John Mikes,"Elected Manager, GSP, Office of Supervisory Jurisdiction Supervisor, President, President - Broker Dealer","Wilmington Capital Securities, LLC",jmikes@wilmingtoncap.com,516-750-6200,List import
10760052,Inactive Investor,Paul Pettit,,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,paul.pettit@morganstanley.com,,Salesforce
10813695,Inactive Investor,Michael Madden,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",michael.madden@lfg.com,,Salesforce
10794482,Inactive Investor,Moira Moran,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,moira.moran@fidelity.com,,Salesforce
10935144,Inactive Investor,Bruce Tuckey,,"Avantax Investment Services, Inc.",,,Salesforce
11087433,Inactive Investor,Stephanie Persiani,,LPL Financial LLC Laguna Niguel CA 29231 Kestrel Ln,stephanie.persiani@lpl.com,,Salesforce
11014674,Inactive Investor,Carlie Merrill,,J.P. Morgan Securities LLC Phoenix AZ 5041 N 16th St,carlie.merrill@jpmorgan.com,,Salesforce
9563769,,Ragavendra Jagdish,,,ragav.chac@gmail.com,,List import
9601224,,TOM WESELY,,,qxy19950927@gmail.com,,List import
10788973,Inactive Investor,Bursell Munro,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 6285 Barfield Rd",bursell.t.munro@ampf.com,,Salesforce
10657558,,Kyle Wesling,,,kyle.wesling@jpmorgan.com,,List Import
9573523,,Joseph D'Ambrosio,,,jda@ibismgmt.com,,List import
11039336,Inactive Investor,Jennifer Moulton,Wealth Management Associate,Morgan Stanley Athens GA 225 S Milledge Ave,jennifer.moulton@morganstanley.com,,Salesforce
10901165,Inactive Investor,Zachary Politte,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10806877,Inactive Investor,Richard Whelpley,Financial Professional,LPL Financial LLC Duxbury MA 40 Tremont St,richard.whelpley@lpl.com,,Salesforce
10809119,Inactive Investor,Rebecca Calabro,,Morgan Stanley Troy MI 101 W Big Beaver Rd,rebecca.calabro@morganstanley.com,,Salesforce
9560644,,Devan Wallen,,,dwallen@sigmarep.com,,List import
11048050,Inactive Investor,Paul Boulanger,,NYLIFE Securities LLC Rome NY 1002 Black River Blvd N,pjboulanger@ft.newyorklife.com,,Salesforce
10619217,,Paula Epstein,,,paula.l.epstein@morganstanley.com,,List Import
10830270,Inactive Investor,Nathan Oltmans,,"The Strategic Financial Alliance, Inc. Raleigh NC 2301 Stonehenge Dr",noltmans@thesfa.net,,Salesforce
10963768,Inactive Investor,Bj Jacquet,Relationship Specialist,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",bj.jacquet@schwab.com,,Salesforce
11194810,Inactive Investor,Anna Casco,Chief Compliance Officer,"Finaccess Advisors, LLC",acasco@finaccess.com,,Salesforce
10493757,,Andrew Uehlinger,,,apappez@yahoo.com,,Web Form Fillout
11143470,Inactive Investor,Barbara Jackson,,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,barbara.jackson@jpmorgan.com,,Salesforce
10604469,,Paul Mayville,Financial Advisor,"Pruco Securities, LLC.",paul.mayville@prudential.com,800-201-6690,List Import
10933442,Inactive Investor,Bradley Viloria,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",bradley.viloria@ampf.com,,Salesforce
9544446,,David Damon,,,divadnomad@yahoo.com,,List import
10818871,Inactive Investor,Daniel Moreno,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11254423,Inactive Investor,Jeannette Casiano,,Fidelity Brokerage Services LLC,,,Salesforce
352821,,Lisa Pry,"Senior Vice President, Director","M.k. Brown Wealth Advisory, Llc",lisa.pry@raymondjames.com,937-298-8904,Manual List Upload
10645016,,Brian Konieczki,,,brian.konieczki@primerica.com,,List Import
10794470,Inactive Investor,Nancy Goethel,Vice President - Investments,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",nancy.goethel@raymondjames.com,,Salesforce
10928912,Inactive Investor,Christal Mulder,Financial Advisor,Edward Jones Fond Du Lac WI N7645 N Peebles Ln,christal.mulder@edwardjones.com,,Salesforce
11068770,Inactive Investor,Alexander Yuille,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,alexander.yuille.u0i5@statefarm.com,,Salesforce
11138947,Inactive Investor,Amber Perdue,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10826368,Inactive Investor,Bruce Honig,Chief Compliance Officer;President,"Conservation Capital, LLC",,,Salesforce
11035100,Inactive Investor,Edward Neveleff,Chief Compliance Officer;Financial Advisor;Managing Member,"Enroute Wealth Management, LLC Gaithersburg MD 15807 Lautrec Ct",ed@enroutewealth.com,,Salesforce
10964786,Inactive Investor,James Chapman,,"M Holdings Securities, Inc. Detroit MI 1 Woodward Ave",,,Salesforce
11106958,Inactive Investor,Christian Maclean,Founder;Managing Member;President;Regulatory Contact,"MacLean Capital Advisors, LLC Indian Wells CA 74900 US Highway 111",christian@macleancapital.com,,Salesforce
9644595,,William Bredt,,,wbredt@comcast.net,,List import
11236739,Inactive Investor,Kate Pacheco,Investment Advisor Representative,ASK Capital Investment Managers,,,Salesforce
11140469,Inactive Investor,Henry Rossi,Agency Manager;Financial Advisor;Registered Principal,"W&S Brokerage Services, Inc. Cincinnati OH 3860 Race Rd",joe.rossi@wslife.com,,Salesforce
10898641,Inactive Investor,David Cropper,Investment Advisor Representative,"Intrepid Financial Planning Group, LLC",david@intrepidfinancial.com,,Salesforce
11128112,Inactive Investor,Michael Kirby,,"Osaic Wealth, Inc. Pendleton IN 118 E State St",,,Salesforce
10949520,Inactive Investor,Adam Stone,Senior Wealth Advisor,LPL Financial LLC Northbrook IL 666 Dundee Rd,adam.stone@lpl.com,,Salesforce
10947607,Inactive Investor,Farhad Sediqi,,"Osaic Institutions, Inc. San Juan Capistrano CA 29222 Rancho Viejo Rd",,,Salesforce
11110855,Inactive Investor,Michael Moessner,Senior Wealth Advisor;Vice President,The Huntington Investment Company Lima OH 631 W Market St,michael.moessner@huntington.com,,Salesforce
9648212,,Tom Tom,,,westviewproperties@gmail.com,,List import
11188059,Inactive Investor,Phillip Butterfield,Vice President,Stephens,pbutterfield@stephens.com,,Salesforce
11289795,,Nick Nicholson,,,i740nick@aol.com,,Web Form Fillout
374690,,Jon Levy,President,PlainsCapital Bank,jlevy@plainscapital.com,(512) 469-5201,Salesforce
9636429,,Paul White,,,paul@berkeleyinc.com,,List import
10480740,,sandy ghaisan,,,ujang25kurnia@gmail.com,,Web Form Fillout
9613994,,Andrew Martin,,,amartin@private-cap.com,,List import
9541149,,Lewis Georges,,,lgeorges@investdavenport.com,,List import
11086160,Inactive Investor,Cullen Desantis,,"Allstate Financial Services, LLC East Liverpool OH 15365 State Rte 170",,,Salesforce
11072596,Inactive Investor,Sharmin Ziska,,D.A. Davidson & Co. Salt Lake City UT 95 S State St,sziska@dadco.com,,Salesforce
10790055,Inactive Investor,Kimberly Twombly,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,kimberly.twombly@ubs.com,,Salesforce
11202054,Inactive Investor,Thomas Mazza,Investment Advisor;Investment Advisor Representative;Managing Member;Managing Partner;Regulatory Contact,"Premier Estate Planners, LLC",tmazza@yourplanners.com,,Salesforce
11128893,Inactive Investor,Josephine Reyes,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,jojo.reyes.hzbs@statefarm.com,,Salesforce
10972564,Inactive Investor,Tawana Wells-Harris,,PFS Investments Inc. Waldorf MD 2670 Crain Hwy,twellsharris@primerica.com,,Salesforce
11054659,Inactive Investor,Roger Bennett,,"Osaic Wealth, Inc. Grand Ledge MI 820 Charlevoix Dr",,,Salesforce
11187764,Inactive Investor,Emile Louapre,Registered Associate,Morgan Stanley New Orleans LA 1100 Poydras St,emile.louapre@morganstanley.com,,Salesforce
11163282,Inactive Investor,Michael Neal,Financial Planner;Senior Partner,LPL Financial LLC Hendersonville TN 132 Maple Row Blvd,michael.neal@lpl.com,,Salesforce
11150777,Inactive Investor,James Wilson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10895830,Inactive Investor,William Crull,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President,"Sage Capital Advisors, LLC",,,Salesforce
9565260,,Kevin White,,,kevin.white4@fmr.com,,List import
11007177,Inactive Investor,Rui Zheng,,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",rui.zheng@tfaconnect.com,,Salesforce
9621524,,Lenny Zhang,,,lennyzhang@outlook.com,,List import
8481137,,Kavita Sachdeva,,Edelman Financial Engines,ksachdeva@edelmanfinancialengines.com,(281) 242-1101,List Import
10780989,Inactive Investor,Ellen Giampaolo,Senior Client Service Associate;Senior Registered Associate,Morgan Stanley Springfield MA 1500 Main St,ellen.giampaolo@morganstanley.com,,Salesforce
10943836,Inactive Investor,David Mcgoron,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11255167,Inactive Investor,Alexander Hammersley,Financial Advisor,Carlson Financial,,,Salesforce
11102832,Inactive Investor,Suzanne Gauron,,Goldman Sachs & Co.,suzanne.gauron@gs.com,,Salesforce
11178775,Inactive Investor,Liu Han,,"Transamerica Financial Advisors, Inc Gaithersburg MD 702 Russell Ave",liu.han@tfaconnect.com,,Salesforce
10605816,,George Merrill,,,gmerrill50@comcast.net,,Web Form Fillout
10975188,Inactive Investor,Walter Dobgima,,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,wdobgima@primerica.com,,Salesforce
9619407,,George Pastor,,,gpastor@interfunds.com,,List import
11067512,Inactive Investor,Teresa Schuelke,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
10810314,Inactive Investor,Robert Bishop,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,rbishop@janney.com,,Salesforce
10645233,,Sean Lamb,,,slamb@financialguide.com,,List Import
11087359,Inactive Investor,Dawn Bell,Owner,"Bell Strategic Investments, Inc.",,,Salesforce
9637387,,Ndri Ced,,,ndricedric0@gmail.com,,List import
11082289,Inactive Investor,Myron Schnaithman,,PFS Investments Inc. Enid OK 1625 W Garriott Rd,myron.schnaithman@primerica.com,,Salesforce
10657929,,Stanley Komperda,,,stanley.komperda@fmr.com,,List Import
10764927,Inactive Investor,Patrick Leddy,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,patrick.f.leddy@jpmorgan.com,,Salesforce
11087040,Inactive Investor,Julius Sanders,,Stonex Securities Inc. Andover NJ Private Residence,julius.sanders@saswealth.com,,Salesforce
9562676,,Ahmed Afifi,,,aafifi@continuous-energy.com,,List import
230398,,Blake -,,Blake [[Unknown]],blakez1233@gmail.com,,
9570466,,Cris Ramirez,,,cristobal.r@hotmail.com,,List import
10830219,Inactive Investor,Richard Neill,,Citigroup Global Markets Inc.,,,Salesforce
9578681,,Michael Argaman,,,margaman@massmutual.com,,List import
9415816,,Gregg Swensen,,Gregg Swensen,gswen207@yahoo.com,,Organic Search
10828085,Inactive Investor,John Thunholm,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",john.thunholm@wellsfargoadvisors.com,,Salesforce
9574312,,Christopher Schmidt,,,christopherschmidt559@yahoo.com,,List import
11138265,Inactive Investor,Steven Leatherman,Senior Vice President,PFS Investments Inc. Rockledge FL 1217 Admiralty Blvd,steven.leatherman@primerica.com,,Salesforce
10842631,Inactive Investor,Randall Bills,Financial Advisor,Park Avenue Securities LLC Pleasant Grove UT Private Residence,randall_bills@glic.com,,Salesforce
372592,,Stephen Faddegon,,Canada,sevefad@yahoo.com,,Salesforce
10898399,Inactive Investor,Michele Cerna,,"Stifel, Nicolaus & Company, Incorporated",cernam@stifel.com,,Salesforce
10926301,Inactive Investor,Ruzanna Queenan,Chief Compliance Officer;President,Queenvest Beverly MA 32 Pickman Rd,,,Salesforce
11067041,Inactive Investor,Michaella Petersen,,Purshe Kaplan Sterling Investments Omaha NE 11808 Miracle Hills Dr,mpetersen@pksinvest.com,,Salesforce
9580128,,Benjamin Silver,,,bsilver@babsoncapital.com,,List import
232783,,Chris -,,Chris [[Unknown]],welch5@hotmail.com,,
9647608,,Taylor Towler,,,taylor@solomondata.systems,,List import
11209994,Inactive Investor,Autumn Epler,Financial Advisor,Edward Jones Poquoson VA 374 Wythe Creek Rd,autumn.marshall@edwardjones.com,,Salesforce
345218,,Thomas Chen,Portfolio Management Associate,"Chung Wu Investment Group, Llc",thomas@cw-investmentgroup.com,281-203-0069,Manual List Upload
11217219,,Danielle Schulman,,,danielle.schulman@schwab.com,,Other
9573810,,Daniel Margheret,,,dmargheret@stratoswp.com,,List import
11056141,Inactive Investor,Mary Parker,,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,mary.parker@thrivent.com,,Salesforce
9622779,,Kurian Kattukkaran,,,kuriankatt@gmail.com,,List import
11016496,Inactive Investor,Zachary Sanidad,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",zachary.sanidad@raymondjames.com,,Salesforce
11165592,Inactive Investor,Daphne Chi,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,daphne.chi@ubs.com,,Salesforce
9635798,,Jesus Delgado,,,jesus@cas-naplesfl.com,,List import
78813,,Brian Miley,"Chief Compliance Officer, Chief Financial Officer","Telemark Asset Management, LLC",bmiley@telemarkasset.com,617-526-8912,
11002893,Inactive Investor,David Libman,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",david.libman@equitable.com,,Salesforce
9567553,,Samuel Hodge,,,shodge@paraport.com,,List import
11138593,Inactive Investor,Eric Schmidt,Private Wealth Advisor,"Osaic FA, Inc. Jericho NY 100 Jericho Quadrangle",eric.schmidt@lfg.com,,Salesforce
248851,,Ana Jimenez,Manager,Crain's New York Business,ajimenez@crainsnewyork.com,,Manual List Upload
11111473,Inactive Investor,Chelsea Stellick,,Deutsche Bank Securities Inc.,,,Salesforce
10916217,Inactive Investor,Michael Osborne,Chief Compliance Officer;Portfolio Manager;President,"New Millennium Asset Management, Inc.",mosborne@nmamgroup.org,,Salesforce
11083440,Inactive Investor,Michael Barboza,Preferred Relationship Manager,"Fifth Third Securities, Inc. Mooresville NC 329 N Main St",michael.barboza@53.com,,Salesforce
11093591,Inactive Investor,John Convery,Managing Partner,Retirement Capital Advisors,,,Salesforce
11109645,Inactive Investor,Parker Molitor,Financial Advisor,LPL Financial LLC Murfreesboro TN 805 S Church St,parker.molitor@lpl.com,,Salesforce
11129562,Inactive Investor,John Sassone,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,jsassone@jmsonline.com,,Salesforce
10859253,Inactive Investor,Michael Chimento,Senior Research Manager,Ballentine Partners,mchimento@ballentinepartners.com,,Salesforce
10901551,Inactive Investor,Aaron Jackson,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10891967,Inactive Investor,Derek Howell,Financial Advisor,Edward Jones Bethany OK 8020 NW 39th Expy,derek.howell@edwardjones.com,,Salesforce
10865074,Inactive Investor,Stephen Calder,,"Steward Partners Investment Solutions, LLC Centerville UT 500 N Market Place Dr",,,Salesforce
10872138,Inactive Investor,Ryan Muise,,Cash App Investing LLC,,,Salesforce
10978383,Inactive Investor,Roger Handy,,"Cambridge Investment Research, Inc. Virginia Beach VA 1064 Laskin Rd",,,Salesforce
10801373,Inactive Investor,Scott Kuharski,,GWN Securities Inc. Austin TX 11940 Jollyville Rd,skuharski@gwnsecurities.com,,Salesforce
11150176,Inactive Investor,Christopher Smith,Financial Advisor,Edward Jones Cambridge WI 156 W Main St,christopher.smith@edwardjones.com,,Salesforce
11198925,Inactive Investor,Zachary Laude,,J.P. Morgan Securities LLC Fargo ND 3140 25th St S,zachary.laude@chase.com,,Salesforce
9592532,,Mark Pridgeon,,,mpridgeon@rivergladecapital.com,,List import
10786464,Inactive Investor,Nicholas Jirasek,,J.P. Morgan Securities LLC Farmington MI 38601 W 12 Mile Rd,nicholas.c.jirasek@jpmorgan.com,,Salesforce
344548,,Eric Barlow,Managing Member,Andina Family Offices,ebarlow@andina-capital.com,801-653-0564,Manual List Upload
10994404,Inactive Investor,Lisa Bastuba,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,lbastuba@primerica.com,,Salesforce
11077045,Inactive Investor,Richard Griffin,Senior Financial Services Professional,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",richard.griffin@schwab.com,,Salesforce
10828836,Inactive Investor,Charles Zeigler,,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,charles.zeigler@ubs.com,,Salesforce
10604381,,Christy Roe,Financial Advisor,"Securities America, Inc.",christy@synergyfa.com,801-352-6014,List Import
10779859,Inactive Investor,Lawrence Kaufman,,"Northwestern Mutual Investment Services, LLC Winnetka IL 540 W Frontage Rd",larry.kaufman@nm.com,,Salesforce
11164092,Inactive Investor,Jeffrey Edmonds,,Commonwealth Financial Network Petaluma CA Private Residence,jedmonds@commonwealth.com,,Salesforce
240232,,Alison Burkett,,Snowden Lane Partners,aburkett@snowdenlane.com,,Database Upload
10916865,Inactive Investor,Jackson Pullen,Financial Advisor,Edward Jones Brandon MS 101 High Pointe Ct,jackson.pullen@edwardjones.com,,Salesforce
155957,,Michael Black,,[Unknown],dustyblack@outlook.com,,
9568435,,Michael Leach,,,mikel@efsadvisors.com,,List import
10807282,Inactive Investor,Eileen Price,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",eileen.price@equitable.com,,Salesforce
10596664,,Davinder Sidhu,,,davinder.sidhu@lpl.com,,Web Form Fillout
10868877,Inactive Investor,Joseph Bantz,Lead Advisor;Senior Lead Advisor,"Foster Group, Inc.",joeb@fostergrp.com,,Salesforce
10834584,Inactive Investor,James Graham,Financial Advisor,LPL Financial LLC Memphis TN 2010 Heather Cv,james.graham@lpl.com,,Salesforce
10999145,Inactive Investor,Brian Haseltine,,"Allstate Financial Services, LLC Buffalo NY 2066 Eggert Rd",brianhaseltine@allstate.com,,Salesforce
10934073,Inactive Investor,Patrick Hall,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,patrick.hall.p6km@statefarm.com,,Salesforce
9552762,,Graham Luce,,,graham.luce@outlook.com,,List import
11165094,Inactive Investor,James Corrente,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",james.corrente@equitable.com,,Salesforce
10966417,Inactive Investor,Stacey Roseman,,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,stacey.roseman@ubs.com,,Salesforce
11057863,Inactive Investor,Robert Emerson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Winter Park FL 101 S New York Ave",robert.emerson@ampf.com,,Salesforce
9549186,,Ankit Dalal,,,adalal@venorcapital.com,,List import
339373,,james gilfillan,,[Unknown],eaglesflyhigh@att.net,,Organic Search
11006069,Inactive Investor,Michael Gaches,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",michael.gaches@prudential.com,,Salesforce
10881938,Inactive Investor,Richard Strauss,Financial Advisor,Edward Jones Simpsonville SC 117 Batesville Rd,richard.strauss@edwardjones.com,,Salesforce
10877211,Inactive Investor,Stephanie Havens,Financial Advisor,Edward Jones Troy NY 105 Jordan Rd,stephanie.havens@edwardjones.com,,Salesforce
10783870,Inactive Investor,Dennis Klein,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Kiawah Island SC Private Residence,dennis.klein@ubs.com,,Salesforce
10865547,Inactive Investor,Richard Fleischer,,Cetera Financial Specialists LLC Pikesville MD Private Residence,richard.fleischer@ceterafs.com,,Salesforce
11021651,Inactive Investor,Tyler Ellis,,"U.S. Bancorp Investments, Inc. Coeur D Alene ID 6376 N Government Way",tyler.ellis1@usbank.com,,Salesforce
11193408,Inactive Investor,Jeffrey Hollenbeck,Chief Executive Officer;Chief Investment Officer;Owner,Ace Management,,,Salesforce
9598099,,Joyce Mizuhata,,,jmizuhata@seia.com,,List import
11094443,Inactive Investor,Maria Mark,,J.P. Morgan Securities LLC Bronx NY 11 Hugh J Grant Cir,maria.mark@jpmorgan.com,,Salesforce
10770400,Inactive Investor,Mehran Assadi,Chairman;Director,"Equity Services, Inc.",massadi@nationallife.com,,Salesforce
11049588,Inactive Investor,Jeffrey Jorgensen,Chief Investment Officer;Portfolio Manager,Cap Six Advisors LLC,jeff@cap-six.com,,Salesforce
10929743,Inactive Investor,Michelle Walters,Chief Compliance Officer;Co-Founder;Partner,"Summit Hill Wealth Management, LLC Greenwood Village CO 5619 DTC Pkwy",mwalters@summithillwealth.com,,Salesforce
11105780,Inactive Investor,Kevyn Mosele,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,kbmosele@ft.newyorklife.com,,Salesforce
10969087,Inactive Investor,Ronald Olivieri,Private Client Banker,J.P. Morgan Securities LLC Jupiter FL 2425 W Indiantown Rd,ronald.olivieri@chase.com,,Salesforce
10615354,,Joseph Abuin,"Financial Advisor, Vice President - Wealth Management",,joseph.abuin@morganstanley.com,,List Import
10939503,Inactive Investor,Benjamin Schropp,,Fidelity Brokerage Services LLC,,,Salesforce
11190886,Inactive Investor,Luke Rassow-Kantor,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",luke.rassow-kantor@ml.com,,Salesforce
11083806,Inactive Investor,Melissa Nelson,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10982800,Inactive Investor,Rafael Vargas,,J.P. Morgan Securities LLC Mesa AZ 5624 E McKellips Rd,rafael.vargas@jpmorgan.com,,Salesforce
11045001,Inactive Investor,Ryan Capps,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",ryan.capps@nm.com,,Salesforce
10771130,Inactive Investor,Joanne Windas,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",joanne.windas@wellsfargoadvisors.com,,Salesforce
118,,,,,15901814638@139.com,,
11079075,Inactive Investor,Jane Wulfekuhle,,"Northwestern Mutual Investment Services, LLC Manchester IA 909 W Main St",jane.wulfekuhle@nm.com,,Salesforce
11011044,Inactive Investor,Jamie Little,,PFS Investments Inc. Goose Creek SC 105 Central Ave,,,Salesforce
9594971,,Douglas Basch,,,dbasch@financialengines.com,,List import
9540540,,Brandon Von Feldt,,,bvonfeldt@marquetteassociates.com,,List Import
11230268,Inactive Investor,Tyler Shufelt,,NYLIFE Securities LLC Victor NY 209 High Point Dr,tjshufelt@ft.newyorklife.com,,Salesforce
10965883,Inactive Investor,Maria Zoubroulis,,"Truist Investment Services, Inc. Reston VA 11710 Plaza America Dr",,,Salesforce
10786587,Inactive Investor,Ryan Balon,Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,ryan.balon@ubs.com,,Salesforce
10863743,Inactive Investor,John Dutemple,President,"Compton Advisors, LLC",john@comptonadvisors.com,,Salesforce
10870734,Inactive Investor,James Lee,,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",james.lee@equitable.com,,Salesforce
349191,,Lauren Fine,Partner,Gries Financial Llc,lrf@gries.com,216-861-1148,Manual List Upload
11137650,Inactive Investor,David Baker,Chief Compliance Officer;Managing Member;Managing Partner,"Legacy Investment Partners, LLC",dbaker@legacyip.com,,Salesforce
11042926,Inactive Investor,Nicole Jolley,Financial Advisor,LPL Financial LLC Valencia CA 27441 Tourney Rd,nicole.jolley@lpl.com,,Salesforce
340647,,Giselle Notarianni,Director,"Hendershot Investments, Inc.",giselle@hendershotinvestments.com,703-361-6130,Manual List Upload
9635748,,Alanna Weiss,,,alanna@harveypartners.com,,List import
10758752,Inactive Investor,Dawn McArthur,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",dawn.mcarthur@schwab.com,,Salesforce
10845512,Inactive Investor,Steven Goodman,Financial Advisor,"Hornor, Townsend & Kent, LLC Lyndhurst OH Private Residence",sgoodman@htk.com,,Salesforce
11182041,Inactive Investor,Michael Church,,LPL Financial LLC Wilmington DE 5818 Kennett Pike,michael.church@lpl.com,,Salesforce
9579174,,Tyler bashaw,,,tbashaw@cbgfinancial.com,,List import
10930973,Inactive Investor,Kyle Cross,Chief Compliance Officer;Financial Advisor,Mattern Wealth Management LLC,kyle.cross@matternwealth.com,,Salesforce
10757882,Inactive Investor,David Young,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",,,Salesforce
9593476,,Ciaran Toner,,,ciaran.toner@davy.ie,,List import
10808218,Inactive Investor,Mary Scanlan,,"Scott James Group, Inc.",,,Salesforce
11023845,Inactive Investor,Joseph Spira,,NYLIFE Securities LLC Brooklyn NY 1310 52nd St,jspira@ft.newyorklife.com,,Salesforce
1003353,Inactive Investor,Ishay Levin,,Baron Capital Group,ishay.levin@gmail.com,,3rd Party Lead Gen
10587698,,Andrew Betts,,,andrew.betts@bickling.com,,Web Form Fillout
10865370,Inactive Investor,Lance Jenison,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,,,Salesforce
347950,,Ted Groot,Partner,Spurstone,ted.degroot@spurstone.com,860-264-1111,Manual List Upload
10768306,Inactive Investor,Alan Slavin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raynham MA 1244 Broadway",alan.e.slavin@ampf.com,,Salesforce
11092138,Inactive Investor,Matthew Williams,Financial Advisor,"CUSO Financial Services, L.P. Sylvania OH 5121 Whiteford Rd",,,Salesforce
9575772,,Lisa Reich-Scholtisek,,,lisa.reich-scholtisek@voya.com,,List import
10612515,,Robert Ambrus,Financial Advisor,,robert.ambrus@ampf.com,,List Import
11198519,Inactive Investor,Stuart Sprenger,Senior Wealth Advisor,Citigroup Global Markets Inc. Clovis CA 20 W Shaw Ave,stuart.a.sprenger@citi.com,,Salesforce
11121009,Inactive Investor,Patrick Marget,Financial Representative,"Northwestern Mutual Investment Services, LLC Milwaukee WI 833 E Michigan St",patrick.marget@nm.com,,Salesforce
11152754,Inactive Investor,Thomas Kirihara,Wealth Management Consultant,"The Oak Ridge Financial Services Group, Inc.",tkirihara@oakridgefinancial.com,,Salesforce
10812851,Inactive Investor,Donna Bornheimer,Representative,PFS Investments Inc. La Crosse WI 601 7th St N,donna.bornheimer@primerica.com,,Salesforce
9588338,,Gerald Weir,,,weirjerry@hotmail.com,,List import
151228,,Christopher Will,,[Unknown],christopher.m.williamson@gmail.com,,
10620116,,Thomas Buker,,,tbuker@wintrustwealth.com,,List Import
10901820,Inactive Investor,Mackenzie Sitzwohl,Client Service Associate,Morgan Stanley Orinda CA 2 Theatre Sq,mackenzie.sitzwohl@morganstanley.com,,Salesforce
10882341,Inactive Investor,Laura Schmidt,Financial Advisor,Edward Jones Reedsburg WI 201 E Main St,laura.schmidt@edwardjones.com,,Salesforce
11238353,Inactive Investor,Kerrie Case,,"Sageview Advisory Group, LLC",kcasey@sageviewadvisory.com,,Salesforce
11118011,Inactive Investor,Martin Sohovich,Financial Advisor,"Ameriprise Financial Services, LLC Waynesville NC 1200 S Main St",marty.sohovich@ampf.com,,Salesforce
11197461,Inactive Investor,Mark Macinnis,Financial Planner,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",mmacinnis@financialguide.com,,Salesforce
10846687,Inactive Investor,Miguel Monnichmeyer,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11036726,Inactive Investor,Sarah Swanson,Financial Advisor,Edward Jones Dover NH 464 Central Ave,sarah.swanson@edwardjones.com,,Salesforce
10907857,Inactive Investor,Randall Moon,,PFS Investments Inc. Omaha NE 11811 I St,randall.moon@primerica.com,,Salesforce
9573716,,Mansi Sanghvi,,,mansi.sanghvi@siocapital.com,,List import
10959317,Inactive Investor,Noah Laplante,,Fidelity Brokerage Services LLC,,,Salesforce
11230274,Inactive Investor,Amber Ellison,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,,,Salesforce
11185873,Inactive Investor,Carol Christie,Financial Planner,ColeFP Hoover AL Private Residence,carol@colefp.com,,Salesforce
10756388,Inactive Investor,Thomas Teegarden,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Villa Park IL 1 Parkview Plz",thomas.teegarden@raymondjames.com,,Salesforce
10613869,,Peter Timmins,Financial Advisor,,p.timmins@ubs.com,,List Import
11012391,Inactive Investor,Paulson Edum,,"Equity Services, Inc. Manchester NH 835 Hanover St",pedum@nationallife.com,,Salesforce
10987310,Inactive Investor,Lisa Brown,,"Allstate Financial Services, LLC Waynesburg PA 140 Bill George Dr",a0a7841@allstate.com,,Salesforce
10963281,Inactive Investor,Walter Lomax,,"Crews & Associates, Inc.",blomax@crewsfs.com,,Salesforce
350200,,Brian Dora,VICE PRESIDENT,Jz Partners,bdora@jzpartners.com,212-485-9410,Manual List Upload
10831095,Inactive Investor,Joseph Flego,,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",joseph.flego@wellsfargoadvisors.com,,Salesforce
11064499,Inactive Investor,Zoran Selakovic,Financial Advisor,LPL Financial LLC Encinitas CA 2210 Encinitas Blvd,zoran.selakovic@lpl.com,,Salesforce
10955877,Inactive Investor,Ugwumsinachi Ihearahu,,"Charles Schwab & Co., Inc. Annapolis MD 1901 Towne Centre Blvd",,,Salesforce
9574855,,Tao Zhang,,,tao.zhang@transamerica.com,,List import
10851339,Inactive Investor,James Mccoy,Chief Operating Officer,"Manhattan West Asset Management, LLC",jmccoy@manhattanwest.com,,Salesforce
11078576,Inactive Investor,Michael Leahy,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",mleahy@ml.com,,Salesforce
10953915,Inactive Investor,Thomas Metzger,Private Wealth Manager,"Citizens Securities, Inc. Westwood MA 200 Station Dr",thomas.metzger@citizensbank.com,,Salesforce
10943637,Inactive Investor,Cjai Campbell,Regional Vice President,PFS Investments Inc. Gillette WY 3805 S Douglas Hwy,cjaicampbell@primerica.com,,Salesforce
10827985,Inactive Investor,Kevin Hurley,Financial Advisor;Insurance Consultant;Investment Advisor,ARROW Financial Group,kshurley@arrowfg.com,,Salesforce
10990416,Inactive Investor,Sonia Ntuk,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,sonia.ntuk.l18z@statefarm.com,,Salesforce
10658646,,Christian Helmetag,,,chelmetag@calamos.com,,List Import
11141108,Inactive Investor,Steven Norris,Executive Director;Financial Advisor,Morgan Stanley Hartford CT 225 Asylum St,steven.norris@morganstanley.com,,Salesforce
9575319,,Glen O'Connor,,,glen.oconnor@pensionmark.com,,List import
10817216,Inactive Investor,Andrew Lochner,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",andrew.m.lochner@ampf.com,,Salesforce
10828864,Inactive Investor,Fritz Dahlgren,Financial Advisor,LPL Financial LLC Middletown CT 700 Plaza Middlesex,fritz.dahlgren@lpl.com,,Salesforce
10753712,Inactive Investor,Nancy Castillo,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",nancy.a.castillo@ml.com,,Salesforce
11149466,Inactive Investor,Melissa Tapken,,"Cambridge Investment Research, Inc. Carlisle PA 41 Kitszell Dr",melissa.tapken@cambridgeresource.com,,Salesforce
10790517,Inactive Investor,Katherine Moenter,Director,Monarch Capital Management Inc,kmoenter@monarchcapitalmgmt.com,,Salesforce
11036796,Inactive Investor,Austin Tollefson,,State Farm VP Management Corp. Chippewa Falls WI 2863 S Prairie View Rd,austintollefson@statefarm.com,,Salesforce
11207639,Inactive Investor,John Cartwright,Financial Advisor;Regional Director,CLG LLC,john@clgwm.com,,Salesforce
11129396,Inactive Investor,Marcia Nakamura,Chief Compliance Officer;Chief Operating Officer,Fairview Capital,marcia@fairviewcap.com,,Salesforce
10754253,Inactive Investor,Ryan Martin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",,,Salesforce
11122747,Inactive Investor,Steven Kubinski,,J.P. Morgan Securities LLC,,,Salesforce
11072081,Inactive Investor,Tyler Lietz,Financial Advisor,Edward Jones Chandler AZ 555 W Chandler Blvd,tyler.lietz@edwardjones.com,,Salesforce
11183171,Inactive Investor,Michael Mazzella,Managing Member,"Mazzella Estate & Asset Management, LLC",mikejr@meamllc.com,,Salesforce
10764112,Inactive Investor,Jaime Wright,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jaime.wright@ml.com,,Salesforce
8537632,,Tom Portlock,,,tom@portlockproperties.com,,Web Form Fillout
11012411,Inactive Investor,Carol Thomas,,"Principal Securities, Inc. Trenton OH 415 Maplewood Cir",,,Salesforce
9563981,,Jerry Schwartz,,,jschwartz@focusedwealthmgmt.com,,List import
9589817,,Grattias Mbala,,,grattias2008@yahoo.fr,,List import
9562024,,Kevin -,,,y2kev.km@gmail.com,,List import
10900994,Inactive Investor,Steven Scott,Senior Financial Analyst,"myCIO Wealth Partners, LLC",steven.scott@myciowp.com,,Salesforce
10886492,Inactive Investor,Todd Davidson,Private Client Advisor,J.P. Morgan Securities LLC Louisville KY 3920 Summit Plaza Dr,todd.c.davidson@jpmorgan.com,,Salesforce
9563258,,Joseph Geier,,,jgeier@geierfinancial.com,,List Import
11020762,Inactive Investor,Alisia Vazquez,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,avazquez03@ft.nyl.com,,Salesforce
11173133,Inactive Investor,Oguzhan Yesinnar,,J.P. Morgan Securities LLC Carmel IN 200 E Carmel Dr,oguzhan.yesinnar@chase.com,,Salesforce
343739,,Victorial Fernandez,Chief Market Strategist,"Crossmark Global Investments, Inc.",vfernandez@crossmarkglobal.com,713-260-9000,Manual List Upload
9576636,,Gaurav Rawal,,,grawal8@gmail.com,,List import
9571825,,Mark Heron,,,heron@ellington.com,,List import
11161222,Inactive Investor,Maria Aguilar Julian,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",maria.aguilar@ml.com,,Salesforce
10821720,Inactive Investor,Lauren Turner,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",lauren.m.turner@ml.com,,Salesforce
11131725,Inactive Investor,Anh Le,,"Avantax Investment Services, Inc. Saint Louis MO 12400 Olive Blvd",,,Salesforce
10656347,,Daniel Nickow,,,daniel.nickow@raymondjames.com,,List Import
11222727,,Christopher Powers,,,chris@gwadvisors.net,,List Import
10832488,Inactive Investor,Toby Sarahan,Managing Director,"Benjamin F. Edwards & Company, Inc. Minneapolis MN 2 Carlson Pkwy N",toby.sarahan@benjaminfedwards.com,,Salesforce
11100093,Inactive Investor,Laura Holcombe,Financial Advisor,"Osaic Wealth, Inc. Portland OR 9115 SW Oleson Rd",,,Salesforce
11134564,Inactive Investor,Marsha Werner,Vice President - Investments,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",,,Salesforce
10795281,Inactive Investor,Paul Sierocinski,,"RBC Capital Markets, LLC Bel Air MD 112 S Hays St",,,Salesforce
9621502,,Jiahao Ye,,,megabaitzz@gmail.com,,List import
11093653,Inactive Investor,Jon Albarelli,Associate,Edward Jones Prairie Village KS 8014 State Line Rd,,,Salesforce
11176979,Inactive Investor,Jeffrey Wilcock,Financial Advisor;Financial Consultant;Retirement Planner,"Seros Financial, LLC",jeff@teamseros.com,,Salesforce
10949111,Inactive Investor,Brittanie Ware,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
173561,,James Schmirler,,[Unknown],s60vette@yahoo.com,,
11184468,Inactive Investor,Sean Roth,Financial Advisor,Morton Brown Family Wealth LLC,sroth@mortonbrownfw.com,,Salesforce
10760224,Inactive Investor,Dale Rochford,Financial Advisor,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",dale.rochford@wellsfargoadvisors.com,,Salesforce
9621227,,Randal Stoller,,,rwstoller@stollercs.com,,List import
9579926,,Ross Morgan,,,rmorgan@rcm-advisors.com,,List import
11053483,Inactive Investor,Daniel Vansingel,Wealth Advisor,LPL Financial LLC Caledonia MI 7199 Kalamazoo Ave SE,daniel.vansingel@lpl.com,,Salesforce
10842452,Inactive Investor,Lee Molotsky,Managing Partner;President,"Molotsky Tax Advisory Group, LLC",,,Salesforce
11184251,Inactive Investor,Meredith Campbell,Wealth Strategy Associate,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,meredith.campbell@ubs.com,,Salesforce
10890063,Inactive Investor,Brenda Lutz,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Charlotte NC 6100 Fairview Rd",,,Salesforce
9589689,,Marilyn Cohen,,,mcohen@envisioncap.wordpress.com,,List import
11070843,Inactive Investor,Mikaela Guzman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",mikaela.daly@ml.com,,Salesforce
11047937,Inactive Investor,Kathleen McKay,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
9592955,,Thomas Aronson,,,taronson@monroecap.com,,List import
373414,,Tiago Franco,,[Unknown],tiago@bonnevillefranco.com,,source
9585485,,Timothy Johnson,,,t.johnson@fi.com,,List import
11044231,Inactive Investor,Nolan Caldwell,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 18050 Saturn Ln",scott.caldwell@wellsfargoadvisors.com,,Salesforce
10960092,Inactive Investor,Morgan Flax,,"FBL Marketing Services, LLC Ness City KS 202 W Main St",morgan.flax@fbfs.com,,Salesforce
11133591,Inactive Investor,Alexander Wang,Financial Advisor,"MML Investors Services, LLC Las Vegas NV 1700 S Pavilion Center Dr",,,Salesforce
10589145,,Daniel Moore,,CJS Securities,dmoore@cjs-securities.com,,List Import
11100415,Inactive Investor,Albert Lu,Chief Compliance Officer;Managing Member,Luma Financial,albert@lumafinance.com,,Salesforce
11052985,Inactive Investor,Benjamin Manzo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",benjamin.manzo@ml.com,,Salesforce
10989701,Inactive Investor,Richard Berryman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10923315,Inactive Investor,Erica Smith,Associate Financial Planner;Financial Planner;Vice President,"Charleston Investment Advisors, LLC Mt Pleasant SC 1311 Chuck Dawley Blvd",esmith@charlestonia.com,,Salesforce
235843,, -,,[[Unknown]],worldofboli@gmail.com,,
10768777,Inactive Investor,John Giammanco,Associate Vice President,"Ameriprise Financial Services, LLC Salinas CA Private Residence",john.giammanco@ampf.com,,Salesforce
242089,,Laura Gregg,"Senior Vice President, Director of Practice Management and Advisor Research",Northern Trust/FlexShares ETFs,lg79@ntrs.com,,Event
10925090,Inactive Investor,Jared Harmon,,Fidelity Brokerage Services LLC,jared.harmon@fmr.com,,Salesforce
9540767,,Kathleen Santero,,,ksantero@continentalstock.com,,List Import
118744,,Brandon Lee,,"Prime Capital Investment Advisors, LLC",blee@pciawealth.com,417-447-3500,
10913093,Inactive Investor,Sara Dempsey,,"The Leaders Group, Inc.",,,Salesforce
10872888,Inactive Investor,Michael Grabenstein,,"Roberts & Ryan, Inc.",mgrabenstein@roberts-ryan.com,,Salesforce
10900682,Inactive Investor,Michael Gnefkow,Senior Vice President - Financial Planning,Edelman Financial Engines Fort Lauderdale FL 1200 S Pine Island Rd,mgnefkow@edelmanfinancialengines.com,,Salesforce
11203869,Inactive Investor,Shalette Freeman,,PFS Investments Inc. Murfreesboro TN 745 S Church St,sfreeman@primerica.com,,Salesforce
10820259,Inactive Investor,James Cannon,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",james.cannon@rbc.com,,Salesforce
10910826,Inactive Investor,Michael Harris,,"Osaic Wealth, Inc. Brentwood TN 320 7 Springs Way",,,Salesforce
10874440,Inactive Investor,Aleta Ring,,UBS Financial Services Inc. Nashville TN 315 Deaderick St,aleta.s.ring@ubs.com,,Salesforce
9589141,,William Halliday,,,whalliday@southernsunam.com,,List import
11213552,Inactive Investor,Rogan Wynn,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,rogan.wynn@fmr.com,,Salesforce
9543147,,Mongkonchai Tajai,,,mongkokchai@hotmail.com,,List import
11053553,Inactive Investor,Cameron Reed,Financial Advisor,Anchor Financial,cameron@anchorfinancialllc.com,,Salesforce
11019947,Inactive Investor,Stephen Meine,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",stephen.meine@nm.com,,Salesforce
9598310,,Sean Franklin,,,sfranklin@stratoswealthpartners.com,,List import
11058936,Inactive Investor,John Zaia,Senior Vice President,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,,,Salesforce
372561,,mahbobeh ariyaneiekta,,Iran,mahapetros35@gmail.com,,Iterable
11072126,Inactive Investor,Donald Smith,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,donald.smith@morganstanley.com,,Salesforce
9600025,,Jeffrey Schaefer,,,jeff_schaefer@schaeferfinancial.com,,List import
373705,,Kulvinder Gill,,[Unknown],kulvindergill05@gmail.com,,source
10984889,Inactive Investor,Benjamin Young,Investment Advisor Representative,"Wisdom Financial Services, L.L.C.",,,Salesforce
9584275,,Korndanai Kuavong,,,beamkokoz@gmail.com,,List import
11190169,Inactive Investor,Eric Goodman,,"Vanderbilt Securities, LLC",,,Salesforce
10849409,Inactive Investor,Nicholas Shea,Chief Compliance Officer;Co-Owner;Founder;Managing Member,Catalyst Investment Management LLC,nick@cim.financial,,Salesforce
10809754,Inactive Investor,Jay Blair,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,jay.blair@ubs.com,,Salesforce
10914008,Inactive Investor,Rosana Brennecke,,HSBC Securities (USA) Inc. Washington DC 325 7th St NW,rosana.brennecke@us.hsbc.com,,Salesforce
11068706,Inactive Investor,Jeffrey Easterday,Managing Partner,"Family Legacy Advisors, LLC",jeasterday@easterdaykc.com,,Salesforce
11162761,Inactive Investor,Tajai Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",,,Salesforce
10961430,Inactive Investor,Isaias Oropeza Palma,,"Wells Fargo Clearing Services, LLC Fresno CA 6780 N Milburn Ave",,,Salesforce
10933000,Inactive Investor,Mark Bossi,,"Avantax Investment Services, Inc. Burlington MA 217 Middlesex Tpke",,,Salesforce
11047451,Inactive Investor,Jeffrey Schuler,,LPL Financial LLC Osseo MN 11272 86th Ave N,jeffrey.schuler@lpl.com,,Salesforce
198092,,John Konrady,,"Konrady Properties, LLC",jskonrady@gmail.com,12197301460,Organic Search
89939,,Charlie Denison,Principal,Shorehill Capital Llc,cdenison@shorehillcapital.com,312-876-7627,Manual List Upload
10856144,Inactive Investor,May Shum,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
350699,,Borja Mateo,"Director, Sales",Bluebay Asset Management Llp,bmateo@bluebay.com, -3893863,Manual List Upload
11084057,Inactive Investor,Anna Ong,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,anna.s.ong@jpmorgan.com,,Salesforce
9590747,,Eric Herpin,,,ericherpin@gmail.com,,List import
10775271,Inactive Investor,Sara Tanski,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",sara.davis@benjaminfedwards.com,,Salesforce
10770839,Inactive Investor,John Bridgers,Chief Executive Officer,"IFG Advisory, LLC",lbridgers@intfingroup.com,,Salesforce
9549329,,Kevin Mahony,,,kmahony@centerbridge.com,,List import
10972998,Inactive Investor,Omar Munoz,,J.P. Morgan Securities LLC Corona CA 2601 Green River Rd,omar.munoz@chase.com,,Salesforce
9633625,,John Brock,,,jmbrock59@yahoo.com,,List import
11024377,Inactive Investor,David Hoffhines,,State Farm VP Management Corp. Oklahoma City OK 6444 NW Expy,,,Salesforce
11188075,Inactive Investor,Marianne Ungru,,"Osaic FS, Inc. Fort Mitchell KY 211 Grandview Dr",,,Salesforce
351193,,Eric Emrich,Portfolio Manager,"Lubert-adler Management Company, L.p.",eemrich@lubertadler.com,215-972-2200,Manual List Upload
10905886,Inactive Investor,Shannon Wilkin,Wealth Advisor,LPL Financial LLC Dayton OH 8111 Timberlodge Trl,shannon.wilkin@lpl.com,,Salesforce
9553758,,Louis Cammarosano,,,lrcammarosano@aol.com,,List import
10419688,,Jameson Kronser,,,jkronser11@gmail.com,,Web Form Fillout
11260318,Inactive Investor,Peter Giacona,,"U.S. Bancorp Investments, Inc. Las Vegas NV 2300 W Sahara Ave",,,Salesforce
11171162,Inactive Investor,Ximena Silva-Avila,Vice President,Perennial Financial Services Eden Prairie MN Private Residence,ximena@perennialfs.com,,Salesforce
11022667,Inactive Investor,Madhav Pandya,,Deutsche Bank Securities Inc.,madhav@deutschewealth.com,,Salesforce
10847171,Inactive Investor,Michael Nalls,,"MML Investors Services, LLC Kennett Square PA 699 Unionville Rd",mnalls@financialguide.com,,Salesforce
9600722,,Albert Parent,,,aparent@flputnam.com,,List import
11069531,Inactive Investor,Michael Glantz,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",michael.glantz@ml.com,,Salesforce
9592947,,Ross Pang,,,heropzy@hotmail.com,,List import
10860031,Inactive Investor,Brandi Restle,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Hobart IN 66 Main St,brandi.l.restle@jpmorgan.com,,Salesforce
10849395,Inactive Investor,Michael Lynch,Registered Principal,"Osaic FS, Inc. Weston FL Private Residence",michael.lynch@lfg.com,,Salesforce
11045068,Inactive Investor,Raymond Smith,,"Farmers Financial Solutions, LLC Chandler OK 702 Manvel Ave",,,Salesforce
9629609,,Craig Carmack,,,craigcarmack@gmail.com,,List import
11018824,Inactive Investor,William Swisher,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",bill.swisher@ampf.com,,Salesforce
170002,,Renyl Rauf,,[Unknown],renyl.rauf@gmail.com,,
205020,,nathan korn,,[Unknown],ralphav@aol.com,,
10997630,Inactive Investor,Andrew Shea,Financial Consultant,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",andrew.shea@equitable.com,,Salesforce
5249538,,Scott MacKenzie,,,scott@basetwo.com,,Web Form Fillout
10787392,Inactive Investor,David Wofford,,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",david.wofford@raymondjames.com,,Salesforce
11141088,Inactive Investor,Walter Theobald,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",gene.theobald@rbc.com,,Salesforce
11013651,Inactive Investor,Massiata Sakanoko,,PFS Investments Inc. Derwood MD 7642 Standish Pl,msakanoko@primerica.com,,Salesforce
11233538,Inactive Investor,Michael Guzzo,,LPL Financial LLC Rocky Point NY 561 Rte 25a,,,Salesforce
10482560,,Bernard Crooks,,,bernardcrooks10@gmail.com,,Web Form Fillout
11018223,Inactive Investor,Brandon Vance,,LPL Financial LLC Boca Raton FL 1200 N Federal Hwy,brandon.vance@lpl.com,,Salesforce
10439103,,Simon Davenport,,,spdavenport@mail.com,,Web Form Fillout
9623716,,Trevor Williams,,,lendingmartloans@gmail.com,,List import
11032147,Inactive Investor,Brenton Boozer,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10844318,Inactive Investor,Micah Porter,Chief Compliance Officer;Chief Executive Officer;President,Minerva Planning Group,msporter@minervaplanninggroup.com,,Salesforce
206970,,Vasily Artamonov,,[Unknown],va@gsm.partners,,
10983330,Inactive Investor,Caroline Legrand Ward,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",caroline.legrandward@nm.com,,Salesforce
4416642,,W L,,,jkl1221@gmail.com,7033624814,Web Form Fillout
10791542,Inactive Investor,Frank Buttacavoli,Business Practice Manager,"Raymond James & Associates, Inc. Paramus NJ 61 S Paramus Rd",frank.buttacavoli@raymondjames.com,,Salesforce
10892824,Inactive Investor,Thomas Walsh,Financial Advisor,Edward Jones Chicago IL 3201 W 111th St,thomas.walsh@edwardjones.com,,Salesforce
9566040,,Keith Ellis,,,keithe@shpne.com,,List import
348839,,Rory Wilfork,,Scs Capital Management Llc,rwilfork@scsfinancial.com,617-204-6400,Manual List Upload
10990418,Inactive Investor,Matthew Diaz,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,madiaz02@ft.newyorklife.com,,Salesforce
10933028,Inactive Investor,Edgar Perez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Culver City CA 5541 Sepulveda Blvd",edgar.perez2@ml.com,,Salesforce
11054969,Inactive Investor,Joseph Copeland,Director - Alternative Investments;Financial Advisor;First Vice President;Global Sports and Entertainment Director;Portfolio Man,Morgan Stanley Indianapolis IN 800 E 96th St,joe.copeland@morganstanley.com,,Salesforce
10941888,Inactive Investor,Gary Lombardo,,"Allstate Financial Services, LLC Patchogue NY 1 S Ocean Ave",garylombardo@allstate.com,,Salesforce
10950403,Inactive Investor,William Moehring,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10815061,Inactive Investor,Eileen Cameron,,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",eileen.cameron@raymondjames.com,,Salesforce
9557715,,Lu Li,,,lu.li@transamerica.com,,List import
10982239,Inactive Investor,Donovan Strong,,J.P. Morgan Securities LLC Huntington Woods MI 25800 Coolidge Hwy,donovan.strong@jpmorgan.com,,Salesforce
11109783,Inactive Investor,Michael Ray,,LPL Financial LLC Los Alamitos CA 4622 Katella Ave,mike.ray@lpl.com,,Salesforce
11212985,Inactive Investor,Allison Brock,,Country Capital Management Company Bend OR 124 NW Franklin Ave,,,Salesforce
10619991,,David Lee,,,dlee@lakeforestbank.com,,List Import
10899505,Inactive Investor,Kent Banning,,"Allstate Financial Services, LLC Owensboro KY 3221 Frederica St",kentbanning@allstate.com,,Salesforce
11207190,Inactive Investor,Michael George,Chief Compliance Officer;Member,"Athletes Financial Advisers, LLC",mike@athletesfinancial.com,,Salesforce
334904,,Michael Keenan,Director,Mfs Institutional Advisors Inc.,mkeenan@mfs.com,617-954-5000,Manual List Upload
11065769,Inactive Investor,Maria Torne,,Advisory Investor Services LLC,mtorne@advisoryinvestorservices.com,,Salesforce
11031180,Inactive Investor,Bonnie Waldrop,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,bwaldrop@primerica.com,,Salesforce
6736601,,Richard Bodo,,None,richardbodo1124@optonline.net,631-902-0448,Web Form Fillout
227867,, -,,[Unknown],jeanettel.schreiber@gmail.com,,
11207715,Inactive Investor,Karen Valadez,,"Wells Fargo Clearing Services, LLC Salem OR 580 State St",karen.v.garcia@wellsfargo.com,,Salesforce
10755896,Inactive Investor,Juan Marino,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",jc_marino@ml.com,,Salesforce
9550932,,Barret Naylor,,,bnaylor@wearebig.com,,List import
10836948,Inactive Investor,John Buchanan,,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,john.buchanan@ubs.com,,Salesforce
10934472,Inactive Investor,Michael Presley,Financial Advisor,"Osaic Wealth, Inc. Punta Gorda FL 5161 Acorn Ranch Rd",,,Salesforce
10270258,,Evens Gue,,,evensgue62@gmail.com,6147839204,Web Form Fillout
11090893,Inactive Investor,Nicholas Amoresano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",nicholas.amoresano@ml.com,,Salesforce
9552577,,David Harmon,,,dbh54@outlook.com,,List import
11111625,Inactive Investor,Jolanta Godwod,Financial Advisor,"Packerland Brokerage Services, Inc. Green Bay WI Private Residence",jolanta_godwod@packerlandbrokerage.com,,Salesforce
11090975,Inactive Investor,Chris Shukie,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,chris.shukie@ubs.com,,Salesforce
9593446,,Sibabalo Matolengwe,,,sibabalomatolengwe96@gmail.com,,List import
11162044,Inactive Investor,Howard Chen,Senior Financial Advisor,"WealthStar Advisors, LLC",hchen@wealthstaradvisors.com,,Salesforce
11078869,Inactive Investor,Bradley Nuckles,Agent;Owner,"Horace Mann Investors, Inc. Roanoke VA 5430 Peters Creek Rd",bradley.nuckles@horacemann.com,,Salesforce
9553834,,Gabriel Agunkejoye,,,crypto@aptitconsulting.com,,List import
9576268,,Christina White,,,cvwhite@ftbadvisors.com,,List import
11235865,Inactive Investor,Paul Howard,Principal Advisor,Red Hawk Prosperity Partners LLC,,,Salesforce
10799263,Inactive Investor,Matthew Brinckerhoff,Associate Vice President - Investments,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",matthew.brinckerhoff@raymondjames.com,,Salesforce
11008402,Inactive Investor,Roberto Estrugo,Chief Compliance Officer,Return Advisors Inc,,,Salesforce
11115111,Inactive Investor,Roberta Brumsey,Investment Advisor Representative,"Osaic Wealth, Inc. Greensboro NC 717 Green Valley Rd",,,Salesforce
9603204,,Kevin Kunz,,,kkunz@austinventures.com,,List import
11260421,Inactive Investor,Jordan Garcia,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",,,Salesforce
10985171,Inactive Investor,Maria Spinler,,LPL Financial LLC Fredonia NY 1 E Main St,maria.spinler@lpl.com,,Salesforce
11170521,Inactive Investor,Donald Click,Financial Advisor,Commonwealth Financial Network Glenwood Springs CO 823 Blake Ave,dclick@commonwealth.com,,Salesforce
10617773,,Michael Simone,,,michael.simone@ubs.com,,List Import
10800734,Inactive Investor,Pamela Bayard,Financial Advisor;Vice President,Morgan Stanley Charleston SC 850 Morrison Dr,pamela.bayard@morganstanley.com,,Salesforce
10766031,Inactive Investor,Candace Farabee,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",candace.farabee@ml.com,,Salesforce
10872198,Inactive Investor,Terry Geter,,"Next Financial Group, Inc. Minneola FL Private Residence",,,Salesforce
11089299,Inactive Investor,Gil Rubio,Vice President,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",gil.rubio@raymondjames.com,,Salesforce
9635929,,Sam Green,,,sgreen@granitebridge.com,,List import
11186403,Inactive Investor,Raymond Loeffler,Financial Advisor,LPL Financial LLC Tampa FL 3300 N Armenia Ave,raymond.loeffler@lpl.com,,Salesforce
10761087,Inactive Investor,John Hepp,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",stephen_hepp@ml.com,,Salesforce
21952,,Lenin Kamma,,[Unknown],lenin672@hitmail.com,,Paid Social
201367,,Randy Chin,"Financial Advisor, Senior Retirement Consultant",Lincoln Financial Advisors Corporation,randy.chin@lfg.com,800-237-3813,
11058780,Inactive Investor,Benjamin Heeren,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",bheeren@hightoweradvisors.com,,Salesforce
10872251,Inactive Investor,Darlene Doty,Regional Leader,PFS Investments Inc. Lewisburg PA 115 Farley Cir,darlene.doty@primerica.com,,Salesforce
85358,,Sharland Blanchard,Founder,Launch Unlimited LLC,growmybiz@launchunlimited.com,,
11117847,Inactive Investor,David Gandolph,,"American Fidelity Securities, Inc.",david.gandolph@af-group.com,,Salesforce
10907658,Inactive Investor,Jeffrey Spainhour,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Louisville KY 12910 Shelbyville Rd",jeffrey.spainhour@tfaconnect.com,,Salesforce
10861664,Inactive Investor,Bradley May,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",bradley.may@ml.com,,Salesforce
10775496,Inactive Investor,Jason Seibert,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",jason.seibert@ml.com,,Salesforce
9548346,,R. Scott Severs,,,scott.severs@gardecapital.com,,List import
10840474,Inactive Investor,David Caballero,Financial Professional,LPL Financial LLC Wake Forest NC Private Residence,david.caballero@lpl.com,,Salesforce
11200605,Inactive Investor,Billy Manning,Financial Advisor;First Vice President - Wealth Management;Lending Specialist,Morgan Stanley San Francisco CA 101 California St,billy.manning@morganstanley.com,,Salesforce
10419320,,Tim Saar,,,timsaar@gmail.com,,Web Form Fillout
11180144,Inactive Investor,Kawin Thoncompeeravas,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",kawin.thon@tfaconnect.com,,Salesforce
9570533,,Gurpreet Chara,,,gurpreetchara@gmail.com,,List import
10647924,,Andrew Dodds,,,andrew@doddswealth.com,,List Import
10987588,Inactive Investor,Thomas Buckman,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9618005,,Matthew Leavitt,,,mleavitt@drydenfund.com,,List import
11068729,Inactive Investor,Thomas Wood,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,chad.wood.mmib@statefarm.com,,Salesforce
208859,,Robert Williams,,RKW Inc.,rkw1931@yahoo.com,(914) 450-2300,Content
342313,,Anne Gilliland,Associate,Stone Point Capital Llc,agilliland@stonepoint.com,203-862-2900,Manual List Upload
208226,,Hillary Coleman,,Davis Polk,hillary.coleman@davispolk.com,,Initial Salesforce Import
9642684,,Arry Angwin,,,2955857855@qq.com,,List import
11055693,Inactive Investor,Patrick Kenny,Financial Advisor,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,patrick_kenny@glic.com,,Salesforce
9553663,,Kanghyuk Lee,,,hyukkang8@gmail.com,,List import
9577524,,Ramazan Yald?z,,,darkdalt10@gmail.com,,List import
10919635,Inactive Investor,S. Johnson,Financial Professional,"Equitable Advisors, LLC Decatur IL 3071 N Water St",greg.johnson@equitable.com,,Salesforce
9613497,,Jason Bohnet,,,jason.bohnet@avivainvestors.com,,List import
11234499,Inactive Investor,William Banks,,"Bankers Life Securities, Inc. Newark DE 56 W Main St",william.banks@bankerslife.com,,Salesforce
10893776,Inactive Investor,Grinald Abazi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",grinald.abazi@ml.com,,Salesforce
10847201,Inactive Investor,Richard Kiesel,,"Osaic Wealth, Inc. Coral Springs FL 12518 W Atlantic Blvd",,,Salesforce
9624722,,William Baker,,,baker5801@gmail.com,,List import
9577946,,Alan Cornell,,,alan.cornell@pnc.com,,List import
10942076,Inactive Investor,Edward Trivisonno,,"Ameritas Investment Company, LLC Richmond VA 6802 Paragon Pl",etrivisonno@ameritas.com,,Salesforce
10995787,Inactive Investor,Christopher Corpus,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
123862,,Michael Landsberg,"Manager, Partner, Portfolio Manager, Principal",Homrich Berg,landsberg@homrichberg.com,941-391-8000,
11207031,Inactive Investor,Ralph Freedman,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Sewickley PA 2607 Nicholson Rd",rfreedman@ampf.com,,Salesforce
10953290,Inactive Investor,Adam Persky,,NYLIFE Securities LLC New Bern NC 1315 S Glenburnie Rd,apersky@ft.newyorklife.com,,Salesforce
10937226,Inactive Investor,David Douglass,Client Solutions Specialist,PNC Investments Columbus OH 4661 E Main St,david.douglass@pnc.com,,Salesforce
11092019,Inactive Investor,Thomas Zurbuch,,"Osaic Wealth, Inc. Saint Charles IL 210 S 5th St",,,Salesforce
9563275,,Thomas Barger,,,joseph.barger@lfg.com,,List import
10854544,Inactive Investor,James Devries,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",james.devries@usbank.com,,Salesforce
10865975,Inactive Investor,Cliff Demarest,Chief Compliance Officer;Managing Member;Managing Principal,"Consilium Wealth Advisory, LLC",cliff@consilium-llc.com,,Salesforce
374202,,Michael Costantini,,[Unknown],mgcostantini@gmail.com,,source
10646252,,Matthew Dolan,,,matthew.dolan@raymondjames.com,,List Import
9633189,,Michael Cirami,,,michael@ciramimail.com,,List import
9546583,,Jo Lamborghini,,,joluvslamborghinis@hotmail.com,,List import
10923219,Inactive Investor,Derrick Arnold,Financial Advisor,"Osaic Wealth, Inc. Phoenixville PA 300 Bridge St",,,Salesforce
11016835,Inactive Investor,Lucas Colantoni,,Cetera Advisors LLC Avon OH 35651 Detroit Rd,,,Salesforce
141133,,Michael George,Financial Planner,Lincoln Financial Advisors Corporation,michael.george@lfg.com,513-985-0320,
11151410,Inactive Investor,Richard Rimato,,"Osaic Wealth, Inc. Lake Jackson TX 107 W Way St",,,Salesforce
10991520,Inactive Investor,Warren Kellam,,"Farmers Financial Solutions, LLC San Jose CA 2189 Monterey Hwy",wkellam@farmersagent.com,,Salesforce
11063239,Inactive Investor,Johanna Derogatis,,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",joanne.derogatis@raymondjames.com,,Salesforce
11179112,Inactive Investor,Nathan White,,Edward Jones Albuquerque NM 8300 Palomas Ave NE,,,Salesforce
9573344,,Benjamin Roberts,,,broberts@berginroberts.com,,List import
11185978,Inactive Investor,Brennan Wayland,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11151112,Inactive Investor,Michael Strong,Wealth Advisor,LPL Financial LLC Kearney NE 2217 1st Ave,michael.strong@lpl.com,,Salesforce
11101995,Inactive Investor,Richard Graham,Financial Advisor,Wedbush Securities Inc. Seattle WA Private Residence,richard.graham@wedbush.com,,Salesforce
10945699,Inactive Investor,Lora Corno,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",lora.corno@nm.com,,Salesforce
10981669,Inactive Investor,Kexin Hou,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
10807992,Inactive Investor,John Miller,Financial Advisor,LPL Financial LLC Quincy IL 220 N 48th St,john.miller@lpl.com,,Salesforce
10489145,,Anna Blekher,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",anna.x.blekher@ampf.com,214-445-0607,List Import
10844030,Inactive Investor,Edward Bell,Financial Advisor,LPL Financial LLC Fort Myers FL 13710 Cypress Terrace Cir,edward.bell@lpl.com,,Salesforce
10918454,Inactive Investor,Bruno Peraza,,Cetera Advisor Networks LLC Coral Gables FL Private Residence,,,Salesforce
237146,, -,,[[Unknown]],hdj2512@gmail.com,,Organic Search
10811580,Inactive Investor,Matthew Hawes,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_hawes@vanguard.com,,Salesforce
11218498,,Camilla Sanson,,,camilla.sanson@jpmorgan.com,,List Import
249280,,Nicholas Moore,,Cloudflare,nmoore@cloudflare.com,,Manual List Upload
11182806,Inactive Investor,Jeffrey Ritch,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,jeffrey.s.ritch@ubs.com,,Salesforce
10846780,Inactive Investor,Connis Koiner,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9598125,,Don Nalls,,,don@nallssherbakoff.com,,List import
11188664,Inactive Investor,Ian McCulloch,Branch Manager;Senior Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,ian.mcculloch@morganstanley.com,,Salesforce
11017388,Inactive Investor,Jameson Hollis,,MWA Financial Services Inc. Smyrna GA 3407 Leland Trail Way SE,jameson.g.hollis@mwarep.org,,Salesforce
10863927,Inactive Investor,Carolyn Lumley,Financial Planner;Manager,"A to Z Asset Advisors, LLC Las Vegas NV 4441 Villa Toscano Ct",carolyn@azinvestpro.com,,Salesforce
11020202,Inactive Investor,Lucas Desautels,,"First Command Brokerage Services, Inc. Wichita Falls TX 4245 Kemp Blvd",,,Salesforce
11093848,Inactive Investor,Goldie Huskey,,NYLIFE Securities LLC Powder Springs GA Private Residence,gmhuskey@ft.newyorklife.com,,Salesforce
9600629,,Tricia Fahnoe,,,tfahnoe@missionwealth.com,,List import
10859467,Inactive Investor,Christina Smith,,State Farm VP Management Corp. Huntsville AL 7262 Governors W NW,,,Salesforce
10781846,Inactive Investor,Juan Guillen,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,juan.guillen@jpmorgan.com,,Salesforce
10809857,Inactive Investor,Sean Yallaly,Financial Advisor,Edward Jones Rensselaer IN 100 W Washington St,sean.yallaly@edwardjones.com,,Salesforce
10886906,Inactive Investor,Mark Behrns,,LPL Financial LLC Dieterich IL 103B W Section St,mark.behrns@lpl.com,,Salesforce
10795411,Inactive Investor,Mark Telfer,Financial Advisor,Edward Jones Lexington KY 115 Codell Dr,mark.telfer@edwardjones.com,,Salesforce
11213176,Inactive Investor,Nathan Goertzen,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
11071607,Inactive Investor,Michael Condosta,,"World Investments, Inc. Englewood Cliffs NJ Private Residence",,,Salesforce
11001991,Inactive Investor,Igor Grekov,,D.A. Davidson & Co. New York NY 757 3rd Ave,,,Salesforce
10767290,Inactive Investor,Glen Ouchida,,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,glen.ouchida@ubs.com,,Salesforce
166911,,Shaheed Ghogha,,[Unknown],shaheed.ghogha@gmail.com,,Organic Search
10981178,Inactive Investor,Amit Shrestha,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Broomfield CO 13620 Orchard Pkwy,amit.shrestha@jpmorgan.com,,Salesforce
9642229,,Thomas Cohn,,,tcohn@ceritypartners.com,,List import
10983170,Inactive Investor,Adam Locascio,Financial Advisor;Staff Manager,"W&S Brokerage Services, Inc. Tampa FL 3903 Northdale Blvd",,,Salesforce
9598342,,Charles Stephens,,,charles.stephens@mercyships.org,,List import
222470,,Jonathan Ewing,,[Unknown],emmtth@gmail.com,,
11143834,Inactive Investor,Mark Henderson,,"Raymond James Financial Services, Inc. Bend OR 360 SW Bond St",mark.a.henderson@raymondjames.com,,Salesforce
11027082,Inactive Investor,Tamara Dickerson,Financial Advisor,Compass Retirement Group LLC,,,Salesforce
10996492,Inactive Investor,Brennan Burchill,Assistant Vice President;Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,brennan.burchill@lpl.com,,Salesforce
11151770,Inactive Investor,Lindsey Tuck,,LPL Financial LLC Doylestown PA 182 W Court St,lindsey.tuck@lpl.com,,Salesforce
10782969,Inactive Investor,Stephen Brady,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",stephen.brady@wellsfargoadvisors.com,,Salesforce
10988677,Inactive Investor,Max Pulitzer,Analyst;Portfolio Manager;Shareholder,Colorado Capital Management,max@coloradocap.com,,Salesforce
9618974,,Eun Chul Lee,,,eleesvt@gmail.com,,List import
11016466,Inactive Investor,Sierra Transue,,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",,,Salesforce
10758846,Inactive Investor,Curt Lemkau,,Goldman Sachs & Co.,curt.lemkau@gs.com,,Salesforce
11011466,Inactive Investor,Angus Mcrae,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",,,Salesforce
10802952,Inactive Investor,Michael Phelps,Financial Advisor,Edward Jones Colleyville TX 8600 Precinct Line Rd,david.phelps@edwardjones.com,,Salesforce
11030612,Inactive Investor,Darla Holt,,PFS Investments Inc. Tulsa OK 7666 E 61st St,darla.holt@primerica.com,,Salesforce
11106477,Inactive Investor,Danielle Piehl,Registered Associate,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,danilla.piehl@morganstanley.com,,Salesforce
9587298,,Kevin Mistry,,,kevinmistry@protonmail.com,,List import
11002243,Inactive Investor,Joshua Childs,,PFS Investments Inc. Portage MI 1302 W Milham Ave,joshua.childs@primerica.com,,Salesforce
10855479,Inactive Investor,Aaron Gardner,Chief Compliance Officer;Member,Parallel Equity Advisors Ltd.,aarong@know-parallel.com,,Salesforce
9577706,,Steven Johnson,,,dragonflytrust@gmail.com,,List import
210246,,Rhett Beaumont,,2pillars funding,rbeau39@hotmail.com,8122398984,Organic Search
9574640,,Randy Wheeler,,,alameda75@yahoo.com,,List import
11202823,Inactive Investor,Andrew Holmes,Financial Planner,"Financial Planning Solutions, LLC",andrew@planwithfps.com,,Salesforce
10785232,Inactive Investor,Daniel Carollo,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11023824,Inactive Investor,Rebecca Gordon,Senior Client Service Associate,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",becky.gordon@raymondjames.com,,Salesforce
11215076,,David Lechner,,,davidlechner2@hotmail.com,,Web Form Fillout
11216854,,Larry Larson,,,larry.g.larson@ampf.com,,List Import
11026459,Inactive Investor,Matthew Alden,,Fidelity Brokerage Services LLC Reno NV Private Residence,,,Salesforce
350879,,Brandon Blair,Senior Financial Advisor,Summit Wealth Management Llc,brandon.blair@summitwm.net,330-523-1065,Manual List Upload
10949108,Inactive Investor,Caileigh Papp,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10968859,Inactive Investor,Adedolapo Prince,,"RBC Capital Markets, LLC",,,Salesforce
9568773,,Mark Blackmer,,,mark.blackmer@pnc.com,,List import
9646592,,Ramesh Parmar,,,rparmar2@yahoo.com,,List import
10596211,,James Gaydosh,,,jgaydosh@caioh.com,,Web Form Fillout
8480908,,DANNY CHUNG,,Capital Market Advisors Pte Ltd,danny.chung@cmadvisors.com.hk,(659) 125-6968,List import
10840901,Inactive Investor,Scott Kanai,,Cetera Advisor Networks LLC Grand Rapids MI 2050 Celadon Dr NE,,,Salesforce
11066140,Inactive Investor,Joseph Sullivan,,"Avantax Investment Services, Inc. Morrisville PA 301 Oxford Valley Rd",,,Salesforce
10875501,Inactive Investor,Brad Dickman,Financial Advisor,"Equitable Advisors, LLC Ottawa OH 1331 E 4th St",brad.dickman@equitable.com,,Salesforce
11179580,Inactive Investor,Nina DeRosa,Wealth Management Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,nina.derosa@morganstanley.com,,Salesforce
11159803,Inactive Investor,Griffin O'Connor,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11042986,Inactive Investor,Mark Schultz,,"Almax Financial Solutions, LLC",,,Salesforce
11150821,Inactive Investor,Brooklyn Enderton,Premier Banker,"Wells Fargo Clearing Services, LLC Ankeny IA 910 E 1st St",brooklyn.l.enderton@wellsfargo.com,,Salesforce
10613235,,Christopher Falconer,"First Vice President, Senior Financial Advisor",,christopher.falconer@ml.com,,List Import
11019925,Inactive Investor,Eleanor Swenson,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
10812010,Inactive Investor,Scott A'Hearn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",scott_ahearn@ml.com,,Salesforce
10806005,Inactive Investor,Marley Manto,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",marley.bernard@ampf.com,,Salesforce
373500,,David Schedler,,[Unknown],david.schedler@gmail.com,,source
11043190,Inactive Investor,Agustin Acuna,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9568002,,Nicole Grellman,,,nicole.grellman@53.com,,List import
10816465,Inactive Investor,Lindsey Rider,Client Associate,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",lindsey.rider@wellsfargoadvisors.com,,Salesforce
746,,,,,sarah250sherwood@gmail.com,,
10486625,,Robert Renneker,Financial Advisor,Momentum Independent Network Inc.,robertrenneker@mac.com,,List Import
225997,, -,,[[Unknown]],secone25@gmail.com,,Initial Salesforce Import
10776206,Inactive Investor,Brian Baldwin,,J.P. Morgan Securities LLC West Palm Beach FL 10160 Northlake Blvd,brian.baldwin@jpmorgan.com,,Salesforce
201353,,Martin Ezelle,,Eagle Strategies LLC,mezelle@ft.newyorklife.com,214-574-0497,
11058276,Inactive Investor,Nicole Kramlick,,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,nkramlick@janney.com,,Salesforce
10489399,,Lloyd Shaw,Financial Advisor,"VALIC Financial Advisors, Inc. Plano TX 2745 Dallas Pkwy",loydzz1007@gmail.com,,List Import
10976760,Inactive Investor,Chela Miller,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,chelamiller@primerica.com,,Salesforce
11095999,Inactive Investor,Benjamin Michalski,Wealth Manager,Merit Financial Advisors Denver CO 1999 Broadway,,,Salesforce
11144916,Inactive Investor,Amy Johnston-Higgs,,State Farm VP Management Corp. Evansville IN 10933 Hwy 66,amyjohnston-higgs@statefarm.com,,Salesforce
9618917,,Clifford Gallant,,,cliff@phillyfin.com,,List import
11096651,Inactive Investor,Scott Bakley,,Cetera Advisor Networks LLC West Des Moines IA 1089 Jordan Creek Pkwy,,,Salesforce
11100823,Inactive Investor,Nicholas Venlet,,"Cambridge Investment Research, Inc. Grand Rapids MI 49 Coldbrook St NE",nick@2awealth.com,,Salesforce
10777371,Inactive Investor,Curdy Saintvil,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",curdy_saintvil@ml.com,,Salesforce
10887411,Inactive Investor,Jeffrey McCabe,,Commonwealth Financial Network Lockport NY 126 Professional Pkwy,jmccabe@commonwealth.com,,Salesforce
11078286,Inactive Investor,James Boland,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",james.boland@nm.com,,Salesforce
10897743,Inactive Investor,Christopher Riofrio,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Great Neck NY 22 Grace Ave,christopher.riofrio@jpmorgan.com,,Salesforce
342039,,Farhad Karim,Global Real Estate General Counsel,Blackstone Real Estate Advisors Iv L.l.c.,farhad.karim@blackstone.com,212-583-5000,Manual List Upload
11218433,,Walker Hale,,,walker.hale@jpmorgan.com,,List Import
10821295,Inactive Investor,Lucille Matedero,Registered Associate,Morgan Stanley Melville NY 58 S Service Rd,lucille.matedero@morganstanley.com,,Salesforce
339187,,Joseph Taiber,Member,"Taiber, Kosmala & Associates, Llc",joet@taiberkosmala.com,312-300-4781,Manual List Upload
11126261,Inactive Investor,Nicole Trottier-Rogers,Senior Sales Associate,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",nicole.trottier@raymondjames.com,,Salesforce
9579119,,Valery Rein,,,valeryreinnn@gmail.com,,List import
10885989,Inactive Investor,Brandon Pitcher,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11021672,Inactive Investor,Kaitlin Casey,,"U.S. Bancorp Investments, Inc. Lawrence KS 1807 W 23rd St",,,Salesforce
9559847,,Patricia O'Connor,,,patricia.oconnor@lfg.com,,List import
10796644,Inactive Investor,David Hansen,,"Hornor, Townsend & Kent, LLC Medinah IL Private Residence",dhansen@htk.com,,Salesforce
11179152,Inactive Investor,Katherine Bordlemay,,Goldman Sachs & Co.,katherine.bordlemay@gs.com,,Salesforce
11018496,Inactive Investor,Michael Gabriel,,Citigroup Global Markets Inc.,,,Salesforce
10506023,,Charles Maton,Branch Manager/Principal,SA Stone Wealth Management,charles.maton@saswealth.com,678-297-1217,List import
10836157,Inactive Investor,Jeremy O'Brien,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management,Morgan Stanley Melville NY 58 S Service Rd,jeremy.obrien@morganstanley.com,,Salesforce
10786998,Inactive Investor,Clayton Witt,Associate Wealth Advisor,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",clayton.witt@schwab.com,,Salesforce
11202864,Inactive Investor,Marc Stone,Chief Compliance Officer;Co-Founder;Member,"Tyler-Stone Wealth Management, LLC",marc.stone@tyler-stone.com,,Salesforce
10659018,,Michael Sloan,,,msloan@wintrustwealth.com,,List Import
10797253,Inactive Investor,Todd McClure,Complex Manager;Managing Director,Morgan Stanley Raleigh NC 3800 Glenwood Ave,todd.mcclure@morganstanley.com,,Salesforce
9621229,,john hansen,,,hansenjohndo@aol.com,,List import
10875694,Inactive Investor,Erika Wolek,Senior Financial Planning Consultant,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",erika.wolek@raymondjames.com,,Salesforce
11192637,Inactive Investor,John McAlister,Chief Compliance Officer;Co-Founder;Director;President,"McAlister, Sweet & Associates, Inc. Houston TX 19500 St Hwy 249",,,Salesforce
11030334,Inactive Investor,Thomas Kreider,Financial Advisor,Edward Jones Doylestown PA 258 W State St,thomas.kreider@edwardjones.com,,Salesforce
10981470,Inactive Investor,Jennie Spurlock,Financial Advisor,William Mack & Associates Inc,jennies@wmack.com,,Salesforce
11091623,Inactive Investor,Raphael Safdie,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
233797,, -,,[[Unknown]],chrisp.mcdonough@outlook.com,,
11207142,Inactive Investor,Kimberly Kenyon,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",kimberly.kenyon@equitable.com,,Salesforce
10753786,Inactive Investor,John Johnson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hartsville SC 242 W Carolina Ave",john.w.johnson@stifel.com,,Salesforce
10786149,Inactive Investor,Darin Ring,,Key Investment Services LLC Issaquah WA 6220 E Lake Sammamish Pkwy SE,dring@kisinvestments.com,,Salesforce
11082611,Inactive Investor,Kenneth Rodriguez,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Wellington FL 1480 Greenview Shores Blvd,kenneth.rodriguez@jpmorgan.com,,Salesforce
239070,,ALIF A,,India,alifalatheef@gmail.com,,
11010643,Inactive Investor,Jonathan Miller,Client Service Representative,"Ameriprise Financial Services, LLC Lakeland FL 4927 Southfork Dr",,,Salesforce
10896014,Inactive Investor,Brandon Garcia,,Fidelity Brokerage Services LLC,brandon.garcia@fidelity.com,,Salesforce
11151130,Inactive Investor,Michelle Alberda,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Francisco CA 150 Post St",michelle.r.alberda@ampf.com,,Salesforce
9606179,,Jose Aleman,,,alemanj98.learning@gmail.com,,List import
239025,,Lance McCollough,,United States,digirati@gmail.com,,
11137246,Inactive Investor,Lori Nurge,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Ketchum ID 111 N Main",nurgel@stifel.com,,Salesforce
346711,,Kim Davis,Managing Director & Co-chairman,"Charlesbank Capital Partners, Llc",kdavis@charlesbank.com,617-619-5400,Manual List Upload
11153061,Inactive Investor,Collin Oshea,,Commonwealth Financial Network Penfield NY 481 Penbrooke Dr,,,Salesforce
11097220,Inactive Investor,Dale Hicks,,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",dale.hicks@schwab.com,,Salesforce
11075082,Inactive Investor,James Calforda,,LPL Financial LLC Napa CA 1732 Jefferson St,james.calforda@lpl.com,,Salesforce
225267,,Robert Huigen,,[Unknown],rhuigen@hotmail.com,,
11102008,Inactive Investor,Hector Hernandez,Relationship Manager,"Principal Securities, Inc. Weston FL Private Residence",hernandez.hector@principal.com,,Salesforce
11125278,Inactive Investor,Benjamin Hollingshaus,,PFS Investments Inc.,bhollingshaus@primerica.com,,Salesforce
1003238,Inactive Investor,Karl Turner,,Kraken,karlt@kraken.com,,
11045735,Inactive Investor,David Korff,Financial Advisor;Financial Professional,LPL Financial LLC Framingham MA 270 Cochituate Rd,david.korff@lpl.com,,Salesforce
10644006,,Janet Marmo,,,janet.marmo@ml.com,,List Import
11183149,Inactive Investor,Heather Szyperski,Account Manager;Chief Compliance Officer;Planning Consultant;President,Heinz Investments,hszyperski@heinzdaniel.com,,Salesforce
11181813,Inactive Investor,Tess Childs,,Cetera Financial Specialists LLC West Branch MI 203 S 2nd St,,,Salesforce
9600510,,Timothy Duffy,,,tduffy@northstarcapital.com,,List import
10862240,Inactive Investor,Michael Parente,,Cetera Advisors LLC Milford MA 17 Water St,michael.parente@ceteraadvisors.com,,Salesforce
9642529,,Otto Beich,,,ottogbeich2000@gmail.com,,List import
10953015,Inactive Investor,Karly Young,Chief Compliance Officer;Operations Manager,Waterstone Financial Advisory LLC,karly.young@waterstonefs.com,,Salesforce
11008378,Inactive Investor,Rebecca Leonard,,"Independent Financial Group, LLC Golden CO 1030 Johnson Rd",,,Salesforce
11157909,Inactive Investor,James Galati,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,james_galati@vanguard.com,,Salesforce
10893371,Inactive Investor,Glenn Wolfson,,Wolfson Wealth Management,,,Salesforce
10782070,Inactive Investor,Cathryn Caldwell,Private Client Investment Associate,J.P. Morgan Securities LLC Friendswood TX 611 S Friendswood Dr,cathryn.caldwell@jpmorgan.com,,Salesforce
10759972,Inactive Investor,Anthony Raugust,,"Raymond James Financial Services, Inc. Tacoma WA 1919 N Pearl St",anthony.raugust@raymondjames.com,,Salesforce
10664279,,Jeremy Bristol,,,jeremy@greencare.net,,Web Form Fillout
11007947,Inactive Investor,Mason Liu,Advisor;Analyst,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,mliu@rockco.com,,Salesforce
372065,,??????? ????,,Virgin Islands,amirreza68500@gmail.com,,Salesforce
11164249,Inactive Investor,Lily Nguyen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11134757,Inactive Investor,John Elsey,,"Pruco Securities, LLC. Garden City KS 305 1/2 E Pine St",john.elsey@prudential.com,,Salesforce
10973172,Inactive Investor,Lily Fallah,,"Osaic Wealth, Inc. Carlsbad CA 1265 Carlsbad Village Dr",,,Salesforce
10857481,Inactive Investor,Zachary Gaitz,Vice President,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,zachary.gaitz@ubs.com,,Salesforce
10874682,Inactive Investor,Todd Owen,Financial Advisor,Edward Jones Grand Island NE 1028 N Webb Rd,todd.owen@edwardjones.com,,Salesforce
10880781,Inactive Investor,Paula Price,Partner,"PrairieView Partners, LLC",paula@prairieviewpartners.com,,Salesforce
82463,,Eric Adair,Financial Associate,Thrivent Investment Management Inc.,eric.adair@thrivent.com,612-844-7208,
238684,,al-simpson@wyoming.com SIMPSON,,[Unknown],al-simpson@wyoming.com,,
10824499,Inactive Investor,Keith Silverstein,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",keith_silverstein@ml.com,,Salesforce
9635463,,Lorraine Faedo,,,lorraine.faedo@reiwealthmanagement.com,,List Import
10946727,Inactive Investor,Damon Caputo,Owner,"Castle Advisors Group, LLC",,,Salesforce
10861196,Inactive Investor,Kevin Pilarski,Financial Advisor,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,kevin.pilarski@morganstanley.com,,Salesforce
11014582,Inactive Investor,Timothy Nielsen,,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,timothy.nielsen@thrivent.com,,Salesforce
11070770,Inactive Investor,Tino Salaris,,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",tino.salaris@schwab.com,,Salesforce
10878675,Inactive Investor,Jakob Slavin,Private Wealth Management Analyst,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10862102,Inactive Investor,Emily Bedford,Registered Client Associate,"RBC Capital Markets, LLC Buffalo Grove IL 2150 E Lake Cook Rd",,,Salesforce
9564014,,Jemal Carter,,,jscarter@ft.newyorklife.com,,List import
10774574,Inactive Investor,Christopher Brown,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",cbrown33@ml.com,,Salesforce
9582849,,michael Clemot,,,mikyc81@hotmail.com,,List import
11049172,Inactive Investor,Matthew Horn,,"Farmers Financial Solutions, LLC Burkburnett TX 420 S Avenue D",mhorn@farmersagent.com,,Salesforce
10854204,Inactive Investor,Bridget Catterton,Client Associate;Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",bridget.catterton@wellsfargoadvisors.com,,Salesforce
10616465,,Ronald Fox,,,ron.fox@opco.com,,List Import
11157768,Inactive Investor,Stanley Kiec,Financial Advisor,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",stan.kiec@wellsfargoadvisors.com,,Salesforce
11091580,Inactive Investor,Jason Krohn,,State Farm VP Management Corp. Faribault MN 1221 Hwy 60 W,jason.krohn.nqxb@statefarm.com,,Salesforce
11033854,Inactive Investor,Walter Pereira,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",,,Salesforce
10843716,Inactive Investor,Jeffrey Mastronardo,Partner;Senior Wealth Advisor,Financial Coach,jeff@financialcoachgroup.com,,Salesforce
334143,,Franco Zappone,Executive Managing Director Of Sales,Maxim Financial Advisors Llc,fzappone@maximgrp.com,212-895-3500,Manual List Upload
11219688,,David Turner,,,david.turner@ceterafs.com,,Other
10949608,Inactive Investor,Emre Hasmet,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
10856035,Inactive Investor,Nicholas Sefchok,,"Cambridge Investment Research, Inc. Duncansville PA 1644 Plank Rd",,,Salesforce
9608757,,Greg Wenzler,,,gregixocel@gmail.com,,List import
11181297,Inactive Investor,Brent Greene,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
342529,,Tom Ross,Founding Partner,Bridgewater Asset Management Llc,tom.ross@bwam.net,636-532-6644,Manual List Upload
10974250,Inactive Investor,Joseph Grosso,,"RBC Capital Markets, LLC",,,Salesforce
9622697,,Andrean Ferdinansyah,,,andreferdinansyah@gmail.com,,List import
9595354,,PAUL PUSYKA,,,ppusyka1011@gmail.com,,List import
11060538,Inactive Investor,Stephen Grow,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11254003,Inactive Investor,Laura Ballard,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11122570,Inactive Investor,Luther Wiles,,"Truist Investment Services, Inc. Alexandria VA 201 N Union St",,,Salesforce
10902489,Inactive Investor,Jonathan Kozy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10535474,,Aly Elgmaal,,,ali.mohamed@eg.deltagalil.com,,Web Form Fillout
11020488,Inactive Investor,Charles Samuel Thompson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,charles-samuel_thompson@vanguard.com,,Salesforce
334876,,John Click,Senior Vice President,"Meeder Advisory Services, Inc.",jclick@meederinvestment.com,800-325-3539,Manual List Upload
11077139,Inactive Investor,William Dobbs,,"Centaurus Financial, Inc. Roseville CA 2540 Douglas Blvd",bdobbs@cfiemail.com,,Salesforce
53186,,Marc Miller,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors,marc.miller@fidelity.com,,
10829747,Inactive Investor,Jennifer Hall,Client Service Associate;Financial Planning Specialist,Morgan Stanley Dayton OH 4380 Buckeye Ln,,,Salesforce
9547037,,Martin Luther,,,bdlobidov@gmail.com,,List import
9571986,,Mark Stoecker,,,mas@stoeckerfinancial.com,,List import
10782052,Inactive Investor,Leann St. Germain,,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",stgermainl@stifel.com,,Salesforce
10949465,Inactive Investor,Austin Parker,,"Raymond James Financial Services, Inc. Fort Myers FL 13720 6 Mile Cypress Pkwy",austin.parker@raymondjames.com,,Salesforce
10857135,Inactive Investor,David Merrill,Branch Manager;Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Brownsville TX 1534 E 6th St",david.merrill@wfafinet.com,,Salesforce
10896924,Inactive Investor,Brian Gaffney,,J.P. Morgan Securities LLC Rochester NY 1755 Monroe Ave,brian.j.gaffney@jpmorgan.com,,Salesforce
10969776,Inactive Investor,Amy Greiner,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Suwanee GA 425 Hwy 23 NW",agreiner@kingsview.com,,Salesforce
9636651,,Terri Carlin,,,tcarlin@visionaryhorizons.com,,List import
11012134,Inactive Investor,Daegun Han,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,dhan01@ft.newyorklife.com,,Salesforce
10986925,Inactive Investor,Zach Mcdonald,,"Fifth Third Securities, Inc. Cincinnati OH 9477 Kenwood Rd",zach.mcdonald@53.com,,Salesforce
10646884,,Todd Doleshal,,,todd.doleshal@lplfinancial.com,,List Import
10973728,Inactive Investor,Robert Cronin,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",,,Salesforce
11260601,Inactive Investor,Sara Holland,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Walnut Creek CA 100 Pringle Ave",,,Salesforce
9542835,,Saimir Avdyllari,,,saimir1986@gmail.com,,List import
10982248,Inactive Investor,Lily Nunn,,J.P. Morgan Securities LLC Sherwood OR 16100 SW Tualatin Sherwood Rd,lily.nunn@jpmorgan.com,,Salesforce
9550208,,Richard Frank,,,richardmfrank@aol.com,,List import
11189818,Inactive Investor,Hsuan Hsu,Financial Advisor,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
10923373,Inactive Investor,Evan Shiley,,"Cambridge Investment Research, Inc. Camp Hill PA 3806 Market St",,,Salesforce
10957214,Inactive Investor,Nicholas Stancato,Chief Operating Officer,"Rockbridge Investment Management, LLC",nstancato@rockbridgeinvest.com,,Salesforce
11226571,,mark thiel,,BMO investments LPL,mark.thiel@bmo.com,,Web Form Fillout
11213539,Inactive Investor,Mark Christopher Banzon,,"Transamerica Financial Advisors, Inc Torrance CA 21151 S Western Ave",mark.banzon@tfaconnect.com,,Salesforce
10662260,,Joshua Pilson,,,jpilson@kovitz.com,,List Import
10658624,,Emelita Santillan,,,emelita.santillan@primerica.com,,List Import
11095546,Inactive Investor,Jeffrey Pfleger,Managing Principal,"M Holdings Securities, Inc. Miami FL 2600 S Douglas Rd",jeffrey.pfleger@mfin.com,,Salesforce
11050928,Inactive Investor,Theodore Wolfstich,Chief Compliance Officer;Financial Planner;Managing Member,"Wolfstich Capital, LLC",ted@wolfstichcapital.com,,Salesforce
243153,,Nick Williams,Executive Director,AAM,nwilliams@aamlive.com,12106306416,Manual List Upload
11032240,Inactive Investor,David Spires,Financial Advisor,Edward Jones Shawnee OK 39004 Macarthur St,david.spires@edwardjones.com,,Salesforce
11075242,Inactive Investor,Evan Wolk,Financial Advisor,"Ameriprise Financial Services, LLC Delray Beach FL 241 NE 4th St",evan.wolk@ampf.com,,Salesforce
11218301,,Brian Jacobs,,,bjacobs@rwbaird.com,,List Import
10852200,Inactive Investor,Jerry Candia,Financial Professional,LPL Financial LLC Monrovia CA Private Residence,dean.candia@lpl.com,,Salesforce
10953175,Inactive Investor,Anna Grasso,Financial Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",anna.grasso@ampf.com,,Salesforce
11196958,Inactive Investor,Shannon Price,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,shannon.price@bnymellon.com,,Salesforce
10819587,Inactive Investor,Michael Grofsick,Senior Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
10976239,Inactive Investor,Jillian Warburton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10762916,Inactive Investor,Omar Oropesa,Senior National Sales Director,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,omar.oropesa@primerica.com,,Salesforce
152915,,David Pekar,,[Unknown],pekar.david2@gmail.com,,Organic Search
278,,,,,han.solo@250ok.work,,
10788886,Inactive Investor,Karen Bacon,Chief Compliance Officer;Chief Executive Officer;Managing Member;President;Principal,"Diversified Resources, LLC",kbacon@divres.com,,Salesforce
9575029,,John Blanchflower,,,john.blanchflower@gmail.com,,List import
10510788,,Steve Cook,"Managing Director, ETFs","Harbor Capital Advisors, Inc.",steve.cook@harborcapital.com,,List Import
10804862,Inactive Investor,Lawrence Rutledge,Financial Advisor,Park Avenue Securities LLC Lake Mary FL 400 International Pkwy,lawrence_rutledge@glic.com,,Salesforce
10949447,Inactive Investor,George Santiago,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",george.m.santiago@nm.com,,Salesforce
10758087,Inactive Investor,Kelly Dwyer,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",kelly.dwyer@ml.com,,Salesforce
11200404,Inactive Investor,Robert Hanes,Executive Director;Financial Advisor,Morgan Stanley,robert.hanes@morganstanley.com,,Salesforce
11114625,Inactive Investor,John O'Malley,,"Allstate Financial Services, LLC Hermitage PA 493 S Hermitage Rd",omalleyfinancial@allstate.com,,Salesforce
1002046,Inactive Investor,Suzi Kwon Cohen,CIO,Mousse Partners,scohen@moussepartners.com, +1 212 303 5795,Database Upload
11052681,Inactive Investor,Mark Raghunandan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Hyde Park NY 1600 Hillside Ave",mark.raghunandan@ml.com,,Salesforce
11062771,Inactive Investor,Sheila Chau,Financial Advisor,"MML Investors Services, LLC San Marino CA 2540 Huntington Dr",schau@financialguide.com,,Salesforce
10815256,Inactive Investor,Tiffany Renshaw,,"Wells Fargo Advisors Financial Network, LLC Evansville IN 25 NW Riverside Dr",,,Salesforce
11169391,Inactive Investor,Anthony Perkins,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,anthony.perkins@fmr.com,,Salesforce
9645297,,starr jung,,,positiveness12@yahoo.com,,List import
10855711,Inactive Investor,Christopher Conover,Chief Compliance Officer;Founder;Managing Member;President,Hudson Companies,cconover@hudcos.com,,Salesforce
11204421,Inactive Investor,Yang Gao,,IFMGroup,,,Salesforce
11204866,Inactive Investor,Jordan Keefe,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,jordanpkeefe@primerica.com,,Salesforce
11210862,Inactive Investor,Linda Ciasnoha,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,lciasnoha@primerica.com,,Salesforce
11001828,Inactive Investor,Curtis Shirey,Wealth Advisor,LPL Financial LLC Portland OR 6830 SW Atlanta St,curtis.shirey@lpl.com,,Salesforce
11013650,Inactive Investor,Vincent Donato,,LPL Financial LLC Beachwood OH 3750 Park East Dr,vincent.donato@lpl.com,,Salesforce
10853344,Inactive Investor,Robert Meyer,,Commonwealth Financial Network Champaign IL 3017 Village Office Pl,bmeyer@commonwealth.com,,Salesforce
11051752,Inactive Investor,Lynne Barrow,Administrative Assistant,Edward Jones Eloy AZ Private Residence,lynne.barrow@edwardjones.com,,Salesforce
11103277,Inactive Investor,Michael Doolittle,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",michael.doolittle@nm.com,,Salesforce
216205,,Faisal Anwar,CEO,Supercycle Capital Inc,faisalanwar@supercycle.com.co,,Event
10917484,Inactive Investor,Matthew Crace,Financial Advisor,LPL Financial LLC Waverly OH 115 N Market St,matthew.crace@lpl.com,,Salesforce
9546817,,Roger Thiel,,,roger.thiel@gmx.de,,List import
10911624,Inactive Investor,Alfred Rath,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,alfredrath@statefarm.com,,Salesforce
10983639,Inactive Investor,Omer Habul,Vice President,"City National Securities, Inc.",omer.habul@cnb.com,,Salesforce
11084855,Inactive Investor,Mike Gleason,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",gleasonm@wellsfargo.com,,Salesforce
11039269,Inactive Investor,Greg Kimura,,"Cambridge Investment Research, Inc. Portland OR 6500 S Macadam Ave",,,Salesforce
11126113,Inactive Investor,Jason Hurkmans,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jason.hurkmans@fmr.com,,Salesforce
10838604,Inactive Investor,Christopher Williams,Financial Advisor,Commonwealth Financial Network Bethesda MD 4800 Hampden Ln,cwilliams@commonwealth.com,,Salesforce
10661393,,Michael Perna,,,mjp@firstchoicefin.com,,List Import
11059541,Inactive Investor,Nallybeth Arauz,,J.P. Morgan Securities LLC Miami FL 150 SE 2nd Ave,nallybeth.i.arauz@chase.com,,Salesforce
181695,,Pieter Buikema,,[Unknown],pieterbuikema@gmail.com,,Event
11222075,,Timothy Bowman,,,tbowman@realtawealth.com,,List Import
10947478,Inactive Investor,Mitchell Quick,,"OFG Financial Services, Inc. Fort Scott KS 399 E Hudson St",,,Salesforce
9614097,,Luciano Lautenberg,,,luciano@kawa.com,,List import
9579807,,Wahyu ristyadi,,,wahyu_ristyadi@yahoo.com,,List import
11168645,Inactive Investor,Angela Rivera,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10913967,Inactive Investor,Shaun Feldeisen,Wealth Management Advisor,"Bleakley Financial Group, LLC Burlington MA 25 Mall Rd",shaun.feldeisen@bleakley.com,,Salesforce
10822478,Inactive Investor,Christopher Tibbs,Financial Advisor,Edward Jones Madison Heights VA 304 Amelon Sq,chris.tibbs@edwardjones.com,,Salesforce
182653,,ILLIA REPIASHNYK,,[Unknown],illya.repyashnyk@gmail.com,,
10906625,Inactive Investor,Ryan Stevens,Principal,"Kutscher Benner Barsness & Stevens, Inc.",rstevens@kbbsfinancial.com,,Salesforce
11088102,Inactive Investor,David Polischeck,Wealth Manager,Creative Planning Hampstead MD Private Residence,david.polischeck@creativeplanning.com,,Salesforce
9556542,,Ryan Duhamel,,,bf.bitcoin.research@gmail.com,,List import
11015462,Inactive Investor,Robert Cape,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11096522,Inactive Investor,Wallace Scott,Member,"Eldred Rock Partners, LLC San Antonio TX 11 Aspen Creek Dr",,,Salesforce
11131604,Inactive Investor,Brian Proses,Partner,"Rational Investment Management, LLC",brian@rationalim.com,,Salesforce
11112009,Inactive Investor,Garrett Underwood,,Hilltop Securities Inc.,garrett.underwood@hilltopsecurities.com,,Salesforce
10892490,Inactive Investor,David Koch,Private Wealth Manager;Vice President,LPL Financial LLC Rockford IL 423 Financial Ct,david.koch@lpl.com,,Salesforce
11122439,Inactive Investor,Gentiana Owen,Financial Advisor,Edward Jones Ballwin MO 277 Clarkson Rd,gentiana.hasalla@edwardjones.com,,Salesforce
9541101,,Daniel Axelrod,,,daniel.axelrod@bernstein.com,,List import
10757553,Inactive Investor,Richard Slater,Chief Compliance Officer;Owner,Richard G. Slater,,,Salesforce
11166858,Inactive Investor,Kevin Furnaros,,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,,,Salesforce
10883363,Inactive Investor,Saad Alhiti,Financial Advisor,Edward Jones Winnetka IL 191 Waukegan Rd,saad.alhiti@edwardjones.com,,Salesforce
187077,,Catharine O'Neill,,[Unknown],cathponeill@gmail.com,,source
10569425,,Steven Terner,,,steven.m.terner@gmail.com,,Web Form Fillout
11059994,Inactive Investor,Sean Bradford,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Speiro Investments, LLC",sean@speiroinvestments.com,,Salesforce
10954782,Inactive Investor,Xing Liu,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,xing.liu@jpmorgan.com,,Salesforce
149876,,Joseph Fleming,,[Unknown],josephcafleming@gmail.com,,Webinar
10860639,Inactive Investor,Goran Soldo,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",goran@etcbrokerage.com,,Salesforce
11158845,Inactive Investor,Alejandro Malespin,Managing Director;Private Wealth Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,alejandro.malespin@morganstanley.com,,Salesforce
10816197,Inactive Investor,Maria Caston,,Morgan Stanley Houston TX 845 Texas St,,,Salesforce
10767199,Inactive Investor,Katherine Jenkins,Assistant Vice President;Consultant;Financial Planning Associate;Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,katherine.harris@morganstanley.com,,Salesforce
10911755,Inactive Investor,Michael Miley,Financial Professional,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11139231,Inactive Investor,James Volin,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 3710 S West Ave",james.p.volin@ampf.com,,Salesforce
11234002,Inactive Investor,Wilson Kistler,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",wilson.kistler@wellsfargo.com,,Salesforce
9631859,,R Pollock,,,rpollockak@hotmail.com,,List import
11235760,Inactive Investor,Nicholas Phillips,Financial Advisor,"Wise Wealth, LLC",nick@wisewealth.com,,Salesforce
11037872,Inactive Investor,Danya Wang,,Citigroup Global Markets Inc.,,,Salesforce
10846523,Inactive Investor,Andrew Sitkiewicz,,LPL Financial LLC Riverside IL 362 E Burlington St,andy.sitkiewicz@lpl.com,,Salesforce
9586207,,Sarathi Giridhar,,,sgiridhar@schwanfg.com,,List import
10531786,,James Izett,CEO,Izett & Assoc.,ezplan2@yahoo.com,4043867306,List Import
11141752,Inactive Investor,Joshua Edge,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,joshua.edge@fmr.com,,Salesforce
9589510,,Jon Beyrer,,,jbeyrer@bfadvisors.com,,List import
11095125,Inactive Investor,Thomas Wendler,Financial Advisor,Edward Jones Lodi WI 119 Lodi St,tom.wendler@edwardjones.com,,Salesforce
9557624,,Arfan Sollera,,,arfansollera@gmail.com,,List import
11134973,Inactive Investor,Howard Rothstein,,"American Portfolios Financial Services, Inc. Jupiter FL Private Residence",hrothstein@americanportfolios.com,,Salesforce
10965060,Inactive Investor,Jaden Tate,Registered Client Associate,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",jaden.tate@rbc.com,,Salesforce
11260409,Inactive Investor,Mariano Oliveri,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
10940352,Inactive Investor,Anthony Leo,,Morgan Stanley,,,Salesforce
10836385,Inactive Investor,Carol Eddy,,Money Concepts Capital Corp Arvada CO Private Residence,ceddy@moneyconcepts.com,,Salesforce
11046094,Inactive Investor,Kathleen Omara,Managing Member,FC Advisors San Francisco CA 300 Montgomery St,,,Salesforce
10756493,Inactive Investor,Tegan Schultz,Business Manager;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington WI 2600 Browns Lake Dr",tegan.schultz@ml.com,,Salesforce
9601438,,Bruce Hinchley,,,bruce@hinchleyandco.com,,List import
10956626,Inactive Investor,Rodrigo Cuellar Serrano,,"Wells Fargo Clearing Services, LLC Fairfax VA 3019 Nutley St",,,Salesforce
9565119,,Marc Shuster,,,mshuster@ft.newyorklife.com,,List import
10849348,Inactive Investor,Armen Salbashian,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",armen.salbashian@stifel.com,,Salesforce
11001587,Inactive Investor,Anna Kirschner,Financial Consultant,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",anna.kirschner@equitable.com,,Salesforce
10846365,Inactive Investor,Mark Morris,Senior Vice President - Investments,"Raymond James & Associates, Inc. Fayetteville AR 5 N West Ave",mark.morris@raymondjames.com,,Salesforce
11134490,Inactive Investor,Umar Ali,Branch Manager,"First Citizens Investor Services, Inc. Staunton VA 239 N Central Ave",umar.ali@firstcitizens.com,,Salesforce
11054300,Inactive Investor,Charles Rosenfield,Financial Advisor;Investment Management Consultant;Senior Vice President,Morgan Stanley La Plata MD 107 Centennial St,charles.rosenfield@morganstanley.com,,Salesforce
10926791,Inactive Investor,William Williams,,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",william.williams@transamerica.com,,Salesforce
9579492,,Christopher Pascuzzi,,,cpascuzzi@prosperafinancial.com,,List import
11025179,Inactive Investor,James Manning,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,james.j.manning.vafbvy@statefarm.com,,Salesforce
11087820,Inactive Investor,Michelle Hegarty,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Independence OH 5005 Rockside Rd,mhegarty@janney.com,,Salesforce
9577893,,Jonathan Cox,,,jonathan.cox@voya.com,,List import
10959553,Inactive Investor,Jessica Ikwueme,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10923444,Inactive Investor,Jason Perry,,J.P. Morgan Securities LLC Port Jervis NY 14 Sussex St,jason.t.perry@jpmorgan.com,,Salesforce
11161885,Inactive Investor,Jason Fay,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10778015,Inactive Investor,Daniel Owen,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",dan.owen@wellsfargo.com,,Salesforce
11025573,Inactive Investor,Hunter Grist,,Jefferies LLC,hgrist@jefferies.com,,Salesforce
10934969,Inactive Investor,Matthew Miller,Financial Advisor,Edward Jones Fairfield OH 630 Nilles Rd,m.miller@edwardjones.com,,Salesforce
11012350,Inactive Investor,Patrick Burton,,"Farmers Financial Solutions, LLC Fayetteville AR 6417 S Hendrix Heights Dr",,,Salesforce
11188270,Inactive Investor,Julius Brauner,,"Osaic Wealth, Inc. Woodside CA Private Residence",,,Salesforce
9633256,,Jordan Frenkel,,,spamalot18@gmail.com,,List import
11073097,Inactive Investor,Sunil Satnarain,Team Manager;Vice President,J.P. Morgan Securities LLC Brooklyn NY 4 Chase Metrotech Ctr,sunil.satnarain@jpmorgan.com,,Salesforce
9630542,,marco pino,,,investire2019@gmail.com,,List import
11145340,Inactive Investor,Julie Williams,Financial Planning Associate;Registered Associate,Morgan Stanley Santa Barbara CA 1332 Anacapa St,julie.g.williams@morganstanley.com,,Salesforce
9572221,,Sumit Choudhury,,,schoudhury@nuttreecapital.com,,List import
9552977,,Richard Bender,,,rbender@savantcapital.com,,List import
11170175,Inactive Investor,Adrienne Lambers,,Morgan Stanley Sarasota FL 2 N Tamiami Trl,adrienne.lambers@morganstanley.com,,Salesforce
10876492,Inactive Investor,Ryan Overholt,Financial Advisor,"Wells Fargo Clearing Services, LLC North Hollywood CA 5300 Lankershim Blvd",ryan.overholt@wellsfargoadvisors.com,,Salesforce
10612822,,Richard Martin,"Financial Advisor, Franchise Owner",,richard.p.martin@ampf.com,,List Import
10973563,Inactive Investor,Amanda Castellano,,"Sanford C. Bernstein & Co., LLC Stamford CT 290 Harbor Dr",amanda.castellano@bernstein.com,,Salesforce
10690545,,近平 习,,,2474062190@qq.com,,Web Form Fillout
4512892,,robert tazza,,,r_tazza@hotmail.com,,Web form fillout
11199600,Inactive Investor,Charles King,Chief Compliance Officer;Portfolio Manager;Senior Portfolio Manager,Morris & Wells Wealth Management,cking@morrisandwells.com,,Salesforce
11231777,Inactive Investor,Danielle Wilson Boutwell,,"Avantax Investment Services, Inc. Augusta GA 147 Davis Rd",,,Salesforce
10494544,,Andrew Abramson,"Chief Compliance Officer, Founder, Managing Member, Partner","Olympus Capital, LLC",drew@olympuswm.com,,List Import
11107829,Inactive Investor,Richard Baird,Portfolio Manager;Senior Portfolio Manager,Drive Wealth Advisers Saint George UT Private Residence,,,Salesforce
9589401,,Scott Elkins,,,mrscottelkins@gmail.com,,List import
10987735,Inactive Investor,Travis Terrell,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11099737,Inactive Investor,Jessica Love,Senior Team Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11161994,Inactive Investor,Terrence Palazzolo,Wealth Advisor,"Griffin Black, Inc.",terrence@griffinblack.com,,Salesforce
10616349,,Viral Nayak,,,rocky.nayak@citi.com,,List Import
353239,,Tuan Le,Junior Data Scientist,Kalibri Labs,tuanl4336@gmail.com,,Event
9618265,,Howard Rhee,,,hrhee@gratiacapital.com,,List import
335232,,James Minich,Managing Member,"Minichmacgregor Wealth Management, Llc",james@mmwealth.com,518-499-4565,Manual List Upload
10975826,Inactive Investor,Mark Boswell,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,markboswell@statefarm.com,,Salesforce
10871921,Inactive Investor,Johnni Bradley,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",johnni.bradley@ml.com,,Salesforce
10884682,Inactive Investor,James Morris,Chief Investment Officer,"Hirtle, Callaghan & Co., LLC",jmorris@hirtlecallaghan.com,,Salesforce
10805818,Inactive Investor,Ryan Hanson,Financial Advisor,Edward Jones Albany OR 234 Ellsworth St SW,ryan.hanson@edwardjones.com,,Salesforce
9620613,,Brett Zienowicz,,,brett.zienowicz@gmail.com,,List import
118949,,Stanley Goodin,,Eagle Strategies LLC,sfgoodin@ft.newyorklife.com,775-322-2100,
10994530,Inactive Investor,Joseph Guerra,,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",joseph.guerra@raymondjames.com,,Salesforce
9581508,,Hakan Ergulec,,,hergulec@tekmenwells.com,,List import
10645583,,Patrick Magner,,,casey.magner@accessalpha.com,,List Import
9589337,,dan dao,,,danddao@gmail.com,,List import
10488897,,Jeffrey Luftig,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jeffrey.luftig@chase.com,,List Import
11045822,Inactive Investor,Holly Kiper,,"Parkland Securities, LLC Louisville KY 2612 Flat Rock Rd",,,Salesforce
9621996,,Iman Izady,,,mycoinimiz@gmail.com,,List import
10822205,Inactive Investor,Allison Liang,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",allison.m.wong@ml.com,,Salesforce
9608165,,X Guo,,,guoxiaosen@hotmail.com,,List import
10914210,Inactive Investor,Lilia Schweitzer,,"Raymond James Financial Services, Inc. Costa Mesa CA 485 E 17th St",lilia.schweitzer@raymondjames.com,,Salesforce
10889805,Inactive Investor,Emil Budilov,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Flower Mound TX 2051 Long Prairie Rd,emil.budilov@jpmorgan.com,,Salesforce
9594680,,Talal Mtheqal,,,www.talal000012@gmail.com,,List import
10947167,Inactive Investor,Robert Torres,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9643386,,Nicholas Napoleone,,,nicknapoleone@gmail.com,,List import
220687,,OUN CHANTHOU,,?? Binance.com Buy - 16785.58  ?? Bitniex.co Sell - 17979.03   ?? Profit per BTC traded - 1193.45 ?? Profit per trade:   7.11%  Binance.com & Bitniex.co  Referral code 23e17d The Beginner’s Guide to Bitcoin Arbitrage https://telegra.ph/ewrfwef-1,omey7584@gmail.com,6.01128E+11,
10784099,Inactive Investor,Juan Ley,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",juan.ley@wellsfargoadvisors.com,,Salesforce
10792721,Inactive Investor,Rajen Sukhadia,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",rajen.sukhadia@nm.com,,Salesforce
10905804,Inactive Investor,Andrew Klocke,Managing Director;President,"Prairie Capital Management Group, LLC",klocke@prairiecapital.com,,Salesforce
10656192,,Christine Wirtschoreck,,,christine.wirtschoreck@53.com,,List import
9562976,,Yanlin Mao,,,yanlinmaosnow@gmail.com,,List import
11080575,Inactive Investor,Juan Jaimes,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10949904,Inactive Investor,Kyle Foito,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,,,Salesforce
10862562,Inactive Investor,Jeffrey Bradanini,Financial Services Professional,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,jbradanini@janney.com,,Salesforce
10941339,Inactive Investor,Jarret Johnson,Financial Advisor,"RBC Capital Markets, LLC Madison WI 10 E Doty St",jarret.johnson@rbc.com,,Salesforce
11098116,Inactive Investor,Ashley Brown,,"The Leaders Group, Inc.",,,Salesforce
9577654,,Kristine Skomer,,,kristine.skomer@huntington.com,,List import
11103941,Inactive Investor,Jesse Ettlin,,LPL Financial LLC Grass Valley CA 908 Taylorville Rd,jesse.ettlin@lpl.com,,Salesforce
11032866,Inactive Investor,Amanda Parkison Turner,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,amy.turner.ujj9@statefarm.com,,Salesforce
11107872,Inactive Investor,Stacy Putnam,Private Client Investment Advisor,TD Private Client Wealth LLC Burlington VT 111 Main St,stacy.putnam@td.com,,Salesforce
10968247,Inactive Investor,Lauretta Yeagy,,LPL Financial LLC Delta PA 6960 Delta Rd,lauretta.yeagy@lpl.com,,Salesforce
9556725,,Brian Fischer,,,bfischer@ek-ff.com,,List import
10953788,Inactive Investor,Andrew Horner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10606787,,David Heiden,"Manager, Managing Partner, Member","Sag Harbor Capital Management, LLC",david@w-financial.com,212-684-2283,
9553891,,Stephanie Felts,,,stephanie.felts@fidelity.com,,List import
10755830,Inactive Investor,Daryl Arnell,Financial Advisor,Edward Jones Providence UT 540 W Golf Course Rd,daryl.arnell@edwardjones.com,,Salesforce
11131090,Inactive Investor,Tawnya Odekirk,Senior Client Relationship Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",tawnya.odekirk@wellsfargoadvisors.com,,Salesforce
10926111,Inactive Investor,Joseph Ayala,Financial Advisor,Edward Jones Lamar CO 301 S 5th St,joe.ayala@edwardjones.com,,Salesforce
11072948,Inactive Investor,Megan Resch,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",megan.rimkus@nm.com,,Salesforce
10820957,Inactive Investor,Debra Reardon,,"Truist Investment Services, Inc. Ormond Beach FL 3780 Roscommon Dr",debra.reardon@truist.com,,Salesforce
11025592,Inactive Investor,Connor Bishop,,Jefferies LLC,cbishop@jefferies.com,,Salesforce
10939067,Inactive Investor,Steven Ard,,J.P. Morgan Securities LLC Mansfield TX 990 N Walnut Creek Dr,steven.ard@jpmorgan.com,,Salesforce
10757208,Inactive Investor,Norman Robertson,Financial Advisor;Senior Vice President,Morgan Stanley Santa Barbara CA 1111 Coast Village Rd,thorn.robertson@morganstanley.com,,Salesforce
10947369,Inactive Investor,Ross Morrow,Wealth Manager,HFS Wealth Management,ross.morrow@hfs-wm.com,,Salesforce
11112299,Inactive Investor,John Hopper,Financial Advisor,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,john.hopper@opco.com,,Salesforce
11188848,Inactive Investor,Kenneth Ko,Assistant Vice President;Branch Manager,Santander Securities LLC Brookline MA 1 Harvard St,kko@santander.us,,Salesforce
10925675,Inactive Investor,Wilda Adams,,Cetera Advisor Networks LLC Tyler TX 6643 Oak Hill Blvd,,,Salesforce
10869546,Inactive Investor,Luis Seabra,Investment Associate;Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10656734,,Tatyana Gorski,,,tatyana.gorski@fidelity.com,,List Import
10810325,Inactive Investor,James Roeske,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",james.roeske@ml.com,,Salesforce
10833337,Inactive Investor,Patrick Donnelly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",,,Salesforce
10956286,Inactive Investor,Anthony Gilotti,,"Raymond James Financial Services, Inc. Winter Park FL 1560 Orange Ave",anthony.gilotti@raymondjames.com,,Salesforce
10913860,Inactive Investor,David Green,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",david.l.green@wfafinet.com,,Salesforce
10871968,Inactive Investor,David Teas,Partner;Wealth Manager,"Heritage Investment Group, Inc.",dteas@heritageinvestment.com,,Salesforce
11025002,Inactive Investor,Ryan De Silva,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,ryan.desilva@fmr.com,,Salesforce
10871355,Inactive Investor,David Grulich,Financial Advisor,"MML Investors Services, LLC Tallahassee FL 3233 Thomasville Rd",,,Salesforce
11234775,Inactive Investor,James Waller,Managing Director - Wealth Management,"Choreo, LLC Columbia MD 10960 Grantchester Way",jim.waller@choreoadvisors.com,,Salesforce
10762118,Inactive Investor,Philip Carpenter,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,philip.carpenter@ubs.com,,Salesforce
10798187,Inactive Investor,Kevin Klingerman,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Terre Haute IN 401 Wabash Ave,kevin.klingerman@morganstanley.com,,Salesforce
11095912,Inactive Investor,Joshua Kowalczyk,Advisor,JMG Financial Group Ltd,joshk@jmgfin.com,,Salesforce
11044634,Inactive Investor,Humayun Khalid,,Goldman Sachs & Co.,,,Salesforce
11102540,Inactive Investor,John Marek,Financial Advisor,LPL Financial LLC Albuquerque NM 3740 Ellison Rd NW,john.marek@lpl.com,,Salesforce
9578526,,Brad Ingegneri,,,brad@ivywealth.net,,List import
10833211,Inactive Investor,Joseph Lawrence,,"Wells Fargo Clearing Services, LLC San Jose CA 6465 Almaden Expy",joseph.m.lawrence@wellsfargoadvisors.com,,Salesforce
11007380,Inactive Investor,Natalie Ruiz,,J.P. Morgan Securities LLC Diamond Bar CA 1100 S Diamond Bar Blvd,natalie.ruiz@chase.com,,Salesforce
10801877,Inactive Investor,Michael Fetrow,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC West Chester PA 200 N High St,mfetrow@janney.com,,Salesforce
9614023,,John McKinley,,,jackmckinley@gmail.com,,List import
10864468,Inactive Investor,Paul Dunnicliffe,Financial Planner,Commonwealth Financial Network San Diego CA 12636 High Bluff Dr,pdunnicliffe@commonwealth.com,,Salesforce
10970984,Inactive Investor,Flavio Hernandez,,LPL Financial LLC La Habra CA 1701 W Imperial Hwy,flavio.hernandez@lpl.com,,Salesforce
10900959,Inactive Investor,Sharon Headley,,The Huntington Investment Company Conneaut OH 328 Main St,sharon.headley@huntington.com,,Salesforce
10765987,Inactive Investor,Patricia Phillips,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",pphillips4@ml.com,,Salesforce
11127580,Inactive Investor,Alex Buell,Financial Advisor,Edward Jones Bozeman MT 4535 Valley Commons Dr,alex.buell@edwardjones.com,,Salesforce
10911026,Inactive Investor,Dale Nelsen,Financial Advisor,LPL Financial LLC Watertown SD 35 1st Ave NE,dale.nelsen@lpl.com,,Salesforce
11042896,Inactive Investor,Evelyn Deitering,Financial Advisor,"Ameriprise Financial Services, LLC Broomfield CO Private Residence",evelyn.m.deitering@ampf.com,,Salesforce
11056851,Inactive Investor,Edward Trainor,Financial Professional,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",edtrainor@financialguide.com,,Salesforce
10510839,,Bob Howard,Chairman,The 2023 ETF Series Trust,robert.howard@sierrabrookcapital.com,,List Import
10824061,Inactive Investor,Paul Dolcimascolo,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,paul.dolcimascolo@ubs.com,,Salesforce
11021408,Inactive Investor,Julie Coleman,,MWA Financial Services Inc. Pensacola FL Private Residence,julie.a.coleman@mwarep.org,,Salesforce
9645581,,Jay Hundell,,,jshdevelopment@gmail.com,,List import
10890476,Inactive Investor,Dan Hollins,Financial Advisor,Edward Jones Charlotte NC 1800 Central Ave,dan.hollins@edwardjones.com,,Salesforce
9584340,,Simon bagheri,,,bagheris@aol.com,,List import
11147420,Inactive Investor,Ryan Williams,,Country Capital Management Company Princeville IL 141 E Main St,ryan.williams@countryfinancial.com,,Salesforce
350516,,Ben Huss,Senior Analyst,"Cherry Tree Wealth Management, Llc",bhuss@cherrytree.com,952-893-9012,Manual List Upload
11014755,Inactive Investor,Timothy Meyer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
232401,, -,,[[Unknown]],jermaine.living4x@gmail.com,,
1005182,Inactive Investor,Danny Johnson,,TBD,drscjohnson56@gmail.com,704 301 5531,
10617136,,Michael McCann,,,michael.a.mccann@ampf.com,,List Import
10799751,Inactive Investor,Paul Harding,,Vanguard Marketing Corporation,paul_harding@vanguard.com,,Salesforce
11162632,Inactive Investor,Leland Callahan,Financial Advisor,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,,,Salesforce
9560728,,Marvin Peter Akankwasa,,,marvinpetersbk@gmail.com,,List import
10904242,Inactive Investor,Penny Schwieger,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Grand Island NE 2917 W Stolley Park Rd",penny.l.schwieger@nm.com,,Salesforce
9592892,,Andrew Armstrong,,,cco@9258wealth.com,,List import
10903211,Inactive Investor,James Lund,Founding Partner,"NorthRock Partners, LLC",james@northrockpartners.com,,Salesforce
332366,,? ??,,å¼  é”¦æœ?,xx331263046@qq.com,,source
11229349,Inactive Investor,Huw Williams,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",williams.huw@principal.com,,Salesforce
11117864,Inactive Investor,Robert Young,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10975405,Inactive Investor,Kathryn Vunic,,Cetera Advisor Networks LLC New York NY 157 Columbus Ave,,,Salesforce
11185468,Inactive Investor,Charles Sanders,,"Wells Fargo Clearing Services, LLC Red Bluff CA 555 Walnut St",charles.sanders@wellsfargoadvisors.com,,Salesforce
10816738,Inactive Investor,George Oguguo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10834884,Inactive Investor,Quinton Kimball,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",quinton.kimball@ampf.com,,Salesforce
11206425,Inactive Investor,Jessica Watterson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
8481014,,Christopher Gibas,,Zeiders,cggibas@gmail.com,(703) 737-9755,List Import
11077789,Inactive Investor,William Parson,,"Raymond James Financial Services, Inc. Kalispell MT 25 2nd Ave W",bill.parson@raymondjames.com,,Salesforce
10829981,Inactive Investor,Roger Kiefer,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 9724 Kingston Pike",roger.e.kiefer@ampf.com,,Salesforce
11017700,Inactive Investor,James Sypher,Agent,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
10767739,Inactive Investor,Glenn Pearsall,,UBS Financial Services Inc. Glens Falls NY 1 Broad Street Plz,glenn.pearsall@ubs.com,,Salesforce
11089276,Inactive Investor,Gregory Nowicki,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,gregory.nowicki@primerica.com,,Salesforce
10964305,Inactive Investor,Alban Derieux,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
10846865,Inactive Investor,David Monte,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.monte@fmr.com,,Salesforce
10954078,Inactive Investor,Nicholas Darocha,,Fidelity Brokerage Services LLC,,,Salesforce
373249,,Gary Richter,,[Unknown],grichter3@mac.com,,source
10596060,,Jim Eckl,,,jje@cobblestonecap.com,,Web Form Fillout
11191171,Inactive Investor,Robyn Petty-Greer,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,rpetty-greer@rockco.com,,Salesforce
11079158,Inactive Investor,Geoffrey Peterson,Financial Advisor,LPL Financial LLC Mokena IL 19065 Hickory Creek Dr,geoffrey.peterson@lpl.com,,Salesforce
9542805,,Adam Perez,,,adamprz777@gmail.com,,List import
10659245,,Nicholas Pateros,,,nicholas.pateros@jpmorgan.com,,List Import
10982091,Inactive Investor,Lawrence Conway,,"Fortune Financial Services, Inc. Gahanna OH Private Residence",,,Salesforce
11163172,Inactive Investor,Jeffrey Moscaret,Investment Advisor Representative,Commonwealth Financial Network Pasadena CA 301 E Colorado Blvd,jmoscaret@commonwealth.com,,Salesforce
9640670,,Rohan Mukkamala,,,rohaniitg@gmail.com,,List import
10841608,Inactive Investor,Laura Medigovich,Vice President,Janney Montgomery Scott LLC Purchase NY 1 Manhattanville Rd,lmedigovich@janney.com,,Salesforce
10798603,Inactive Investor,Kit Fenton,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,kit.fenton@ubs.com,,Salesforce
10899511,Inactive Investor,Justin Moore,,LPL Financial LLC San Diego CA 4707 Executive Dr,justin.moore@lpl.com,,Salesforce
11194477,Inactive Investor,Jose Alicea-Cruz,Investment Advisor Representative,"MML Investors Services, LLC Dorado Private Residence",jaliceacruz@financialguide.com,,Salesforce
10829248,Inactive Investor,Clayton Young,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",clayyoung21@ml.com,,Salesforce
9564021,,David Dahl,,,djdahl@dahlfinancial.com,,List import
11110427,Inactive Investor,Kerry Lang,,"Tactive Advisors, LLC Cape Girardeau MO 2415 Saddle Ridge Ln",kerry.lang@tactivewealth.com,,Salesforce
11166578,Inactive Investor,Amal Hanna,,PNC Investments East Brunswick NJ 555 Cranbury Rd,amal.hanna@pnc.com,,Salesforce
11129696,Inactive Investor,Christian Vail,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",christian.vail@ml.com,,Salesforce
10797599,Inactive Investor,Daniel Parnes,Assistant Vice President;Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Annapolis MD 180 Admiral Cochrane Dr",dan.parnes@wellsfargoadvisors.com,,Salesforce
10659547,,Scott Tarnowicz,,,starnowicz@mesirowfinancial.com,,List Import
20,,,,,PamWillits09354@mail.ru,,
10917330,Inactive Investor,Marcus Hume,Senior Vice President;Wealth Consultant,LPL Financial LLC Birmingham AL 5825 Feldspar Way,marcus.hume@lpl.com,,Salesforce
11197241,Inactive Investor,Kelly Poliszuk,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",,,Salesforce
11151906,Inactive Investor,Cesar Caram,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",cesar.caram@valic.com,,Salesforce
10911966,Inactive Investor,Leilani Shortt,,LPL Financial LLC Austin TX 5920 W William Cannon Dr,leilani.shortt@lpl.com,,Salesforce
116416,,Aric Ahlgren,Financial Consultant,Thrivent Investment Management Inc.,aric.ahlgren@thrivent.com,808-262-0070,
10788535,Inactive Investor,Robert Turley,,"Independent Financial Group, LLC New Port Richey FL 7616 Massachusetts Ave",,,Salesforce
11218696,,Jacob Stewart,,,jas@saturna.com,,Other
6873682,,wer sa,,,fimakij440@wireps.com,,Web form fillout
236629,, -,,[[Unknown]],rmacleod@hotmail.fr,,
11024365,Inactive Investor,Lindsey Cline,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10656114,,Paul Schuring,,,paul.schuring@lfg.com,,List import
249378,,James Messner,Research Analyst,Glenmede Investment Management,james.messner@glenmede.com,1-215-419-6000,Manual List Upload
10878785,Inactive Investor,Tashara Drayton,,Morgan Stanley McLean VA 1650 Tysons Blvd,tashara.drayton@morganstanley.com,,Salesforce
10850494,Inactive Investor,Justin James,Investment Executive,"Fifth Third Securities, Inc. Columbus OH 8353 Sancus Blvd",,,Salesforce
9565111,,Paul Stanley,,,pstanley@fscadvisor.com,,List import
374798,Inactive Investor,Stephen Brown,,Goldman Sachs & Co.,stephen.j.brown@gs.com,,
11171872,Inactive Investor,Peter Beneke,,"Cambridge Investment Research, Inc. Huntington Station NY 720 E Jericho Tpke",pbeneke@cambridgesecure.com,,Salesforce
10656898,,Deanna Rodriguez,,,deanna.p.rodriguez@chase.com,,List Import
345422,,Scott Lutzke,Founding Partner,Centerfield Capital Partners,scott@centerfieldcapital.com,317-237-2323,Manual List Upload
10972565,Inactive Investor,Scott Coughlin,,"Raymond James & Associates, Inc.",scott.coughlin@raymondjames.com,,Salesforce
10646893,,Ryan Page,,,ryan.page@lpl.com,,List Import
10977935,Inactive Investor,Iuliana Zverku,,J.P. Morgan Securities LLC Boca Raton FL 20441 State Road 7,iuliana.t.zverku@chase.com,,Salesforce
11073982,Inactive Investor,Paul Knier,,Cabot Lodge Securities LLC Big Lake MN Private Residence,paul.knier@clsecurities.com,,Salesforce
11136983,Inactive Investor,Jennifer Lee,,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",,,Salesforce
10852695,Inactive Investor,Jordan Spitzer,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",jordan.spitzer@ml.com,,Salesforce
10931662,Inactive Investor,Jane Musser,Operations Manager,"Ameriprise Financial Services, LLC Minneapolis MN 3600 Minnesota Dr",jane.musser@ampf.com,,Salesforce
10865797,Inactive Investor,Thomas Richeson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10840636,Inactive Investor,Jeffery Soper,Senior Vice President,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",jeffery.soper@hantzgroup.com,,Salesforce
10487474,,Arthur Salmon,,"BFC Planning, Inc.",asalmon@gswealthmgmt.com,,List Import
11164612,Inactive Investor,Matthew Coughlin,,State Farm VP Management Corp. Talbott TN 6850 W Andrew Johnson Hwy,,,Salesforce
10861632,Inactive Investor,Rachael Megazzini,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lacey WA 601 Sleater Kinney Rd SE",rachael.megazzini@ml.com,,Salesforce
10833394,Inactive Investor,Charles McDaniel,,"FBL Marketing Services, LLC",,,Salesforce
11188483,Inactive Investor,Joel Brydon,Financial Advisor,Edward Jones Newberg OR 2909 E Portland Rd,joel.brydon@edwardjones.com,,Salesforce
11234639,Inactive Investor,Brandon Boone,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10991748,Inactive Investor,Travis Maraney,Financial Advisor,"Ameriprise Financial Services, LLC Morgantown WV 6000 Hampton Ctr",travis.maraney@ampf.com,,Salesforce
9614141,,Christopher Hashioka,,,c.hashioka@cehlp.com,,List import
10900831,Inactive Investor,Brent Wohlers,Financial Advisor,LPL Financial LLC La Crosse WI 2715 Losey Blvd S,brent.wohlers@lpl.com,,Salesforce
11177756,Inactive Investor,Matthew Raposo,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Providence RI 275 Promenade St",matt.raposo@nm.com,,Salesforce
10803280,Inactive Investor,Whitney Logan,,"Raymond James Financial Services, Inc. Columbus OH 3100 Tremont Rd",whitney.logan@raymondjames.com,,Salesforce
10899489,Inactive Investor,Matthew Odom,,Ally Invest Securities LLC,,,Salesforce
11085413,Inactive Investor,Ross Wamsley,Financial Advisor,"St. Bernard Financial Services, Inc. West Jordan UT Private Residence",ross.wamsley@stbernardfinancial.com,,Salesforce
11118777,Inactive Investor,Robert Seghers,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,rjseghers@ft.newyorklife.com,,Salesforce
10831137,Inactive Investor,Duncan Sandiland,,"Avantax Investment Services, Inc. Spring TX 9 Postvine Ct",,,Salesforce
10925257,Inactive Investor,Lauren Thomas,Financial Advisor,PlanMember Securities Corporation Horseshoe Bay TX 100 Bunny Run Ln,lthomas@planmembersec.com,,Salesforce
11158592,Inactive Investor,Robert Wussler,Executive Director;Financial Advisor,"Manhattan West Asset Management, LLC",nwhitney@mwestasset.com,,Salesforce
10929670,Inactive Investor,Joseph Moore,Chief Compliance Officer;Chief Investment Officer,"Gordon Asset Management, LLC",glenn.moore@wealthqb.com,,Salesforce
11091045,Inactive Investor,Thomas Austin,Private Client Financial Advisor,"Citizens Securities, Inc. Mentor OH 5963 Andrews Rd",thomas.e.austin@citizenssecurities.com,,Salesforce
10806911,Inactive Investor,Andrew Aubrey,Financial Advisor,LPL Financial LLC Glastonbury CT 455 Winding Brook Dr,andrew.aubrey@lpl.com,,Salesforce
10837074,Inactive Investor,Daniel Crowley,,Cetera Advisors LLC Beverly MA 100 Cummings Ctr,daniel.crowley@ceteraadvisors.com,,Salesforce
11076004,Inactive Investor,Leon Chen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 880 E Colorado Blvd",lchen13@ml.com,,Salesforce
11022944,Inactive Investor,Aleya Veach,,"The Leaders Group, Inc. Silverdale WA 3473 NW Lowell St",aleya@leadersgroup.net,,Salesforce
11235576,Inactive Investor,Caleb Bell,Advisor Assistant,Life Wise Planning Group LLC,,,Salesforce
10922817,Inactive Investor,Charles Crouch,Chief Compliance Officer;Owner;President,"Financial Wellness Solutions, LLC",eddie@financialwellnesssolutions.net,,Salesforce
11024349,Inactive Investor,Gary Carver,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,gary.carver.qflx@statefarm.com,,Salesforce
10763360,Inactive Investor,Donna Evans,First Vice President;Senior Complex Risk Officer,Morgan Stanley Jericho NY 2 Jericho Plz,donna.evans@morganstanley.com,,Salesforce
10948194,Inactive Investor,Troy Colby,Associate Client Advisor;Client Advisor,"Sabin Investment Management, Inc.",troycolby@sabininvest.com,,Salesforce
10997433,Inactive Investor,Albert Mosseri,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,amosseri@ft.newyorklife.com,,Salesforce
10897182,Inactive Investor,Lauren Carnes,,Citigroup Global Markets Inc.,,,Salesforce
10967793,Inactive Investor,Sean Ricci,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,sean.ricci@fidelity.com,,Salesforce
9556019,,Guy Hagemans,,,guyhagemans@gmail.com,,List import
11033222,Inactive Investor,Julie Pelletier,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",julie.pelletier@raymondjames.com,,Salesforce
11049802,Inactive Investor,Ireta Willis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ireta.willis@fidelity.com,,Salesforce
11098289,Inactive Investor,Keenon Sanders,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,keenon.sanders@primerica.com,,Salesforce
11189867,Inactive Investor,Matthew Potter,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Johnson City TN 206 Princeton Rd",mpotter@ml.com,,Salesforce
10840936,Inactive Investor,Ronald Silverman,Chief Executive Officer;President,"Creative Financial Planning Advisors, Inc.",,,Salesforce
11137705,Inactive Investor,Timothy Hodits,,"Stifel, Nicolaus & Company, Incorporated",hoditst@stifel.com,,Salesforce
11023345,Inactive Investor,Oliver Buckmaster,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",,,Salesforce
10778300,Inactive Investor,Katie Kelley,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,katie.maniaci@morganstanley.com,,Salesforce
11067073,Inactive Investor,Robert Stone,,"Farmers Financial Solutions, LLC Gladstone OR 845 E Berkeley St",bstone@farmersagent.com,,Salesforce
10756790,Inactive Investor,Sonya Kilian,Senior Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",sonya.kilian@wellsfargoadvisors.com,,Salesforce
9647840,,Scott Laffie,,,slaffie@laffiefinancial.com,,List import
10802650,Inactive Investor,George King,Financial Advisor,LPL Financial LLC Columbia SC 520 Gervais St,george.king@lpl.com,,Salesforce
11104949,Inactive Investor,Melvin Irvin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. McLean VA 1800 Tysons Blvd,collier.irvin@ubs.com,,Salesforce
10982963,Inactive Investor,Marc Ringel,,Key Investment Services LLC Fife WA 5306 Pacific Hwy E,marc.ringel@key.com,,Salesforce
11096807,Inactive Investor,Marcelo Oliveira,Managing Partner;Shareholder,Quantzed Invest,marcelo.oliveira@quantzed.com.br,,Salesforce
10946832,Inactive Investor,Philip Decandido,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",phil.decandido@schwab.com,,Salesforce
213519,,Alex John,,kirkworth,goodwintrading+grays@gmail.com,(347) 867-5309,
9603808,,liok wer,,,yajof75720@terkoer.com,,List import
10929114,Inactive Investor,Nicholas Radosta,,"Ameritas Investment Company, LLC Toledo OH 2222 Centennial Rd",nicholas.radosta@ameritas.com,,Salesforce
4317464,,Paul Marquart,,,pmarquart@bridgespbt.com,,Web Form Fillout
10662244,,Elizabeth Bort,,,e.bort@banklife.com,,List Import
10753471,Inactive Investor,Jessica Wright,Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,jessica.wright@ubs.com,,Salesforce
11041211,Inactive Investor,Taiyoung Lee,Chief Compliance Officer;President,InvestEd.,,,Salesforce
9596982,,Przemyslaw Grzywacz,,,pgrzywacz@advisorcentral.cmgwealth.com,,List import
9578858,,Chander Khurana,,,chandler.kumar@gmail.com,,List import
11207168,Inactive Investor,Martin Piva,Financial Consultant,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",martin.piva@equitable.com,,Salesforce
9611610,,Bo Lamps,,,lampardthu@gmail.com,,List import
10962279,Inactive Investor,Brent Halvorson,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,brent.halvorson@jpmorgan.com,,Salesforce
9542555,,arthur brumberger,,,spqrspqr9@hotmail.com,,List import
11063800,Inactive Investor,Karena Tkach,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10959093,Inactive Investor,William Steele,,Fidelity Brokerage Services LLC,,,Salesforce
371863,,Khawaja Amer Anees,,United Arab Emirates,sherdilamerdar@gmail.com,,Salesforce
11028385,Inactive Investor,Azura Campbell,,J.P. Morgan Securities LLC Novato CA 1701 Grant Ave,azura.campbell@jpmorgan.com,,Salesforce
198298,,Mark Couvillion,,[Unknown],couvilma@hotmail.com,,Organic Search
9618048,,Paul Alzapiedi,,,palzapiedi@silverpointcapital.com,,List import
10858250,Inactive Investor,Alexandra Yee,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11140677,Inactive Investor,Rachel Yovich,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",rachel.yovich@ml.com,,Salesforce
11124589,Inactive Investor,Kevin Johnson,,"U.S. Bancorp Investments, Inc. Gurnee IL 6589 Grand Ave",kevin.johnson6@usbank.com,,Salesforce
10868000,Inactive Investor,Curtis Mason,,GWN Securities Inc. West Linn OR Private Residence,kmason@gwnsecurities.com,,Salesforce
224850,,John Kalis,,[Unknown],jkalis119@comcast.net,,Paid Social
11109947,Inactive Investor,Natay Henry,,J.P. Morgan Securities LLC Tempe AZ 4714 S Rural Rd,natay.henry@jpmorgan.com,,Salesforce
9641477,,Jermsoon Rhyu,,,jermsoon@gmail.com,,List import
9633645,,Joe Skaff,,,joeskaff@gmail.com,,List import
7086380,,Judy Smith,,,gofaxar728@proexbol.com,,Web Form Fillout
10759138,Inactive Investor,Michael Livernois,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",michael_livernois@ml.com,,Salesforce
10906923,Inactive Investor,Jeffrey Griswold,Chief Compliance Officer;Chief Executive Officer;Lead Wealth Advisor;Managing Member;President;Principal,"Merit Wealth Management, LLC",jeff@meritwealth.com,,Salesforce
9549693,,Eric Brown,,,ebrown@luminusmgmt.com,,List import
9585692,,wu ling,,,xyz12310101@gmail.com,,List import
9644615,,Jean Larsen,,,jplarsen@jpfinancialcenter.com,,List import
9578284,,Fabiana Ruiz,,,lagatabijou@gmail.com,,List import
11261349,Inactive Investor,Aaron Gagnier,Financial Advisor,Success Wealth Management LLC Warwick RI 275 W Natick Rd,aaron.gagnier@successwealth.org,,Salesforce
10765990,Inactive Investor,Matthew Langham,Financial Advisor,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,matt.langham@wellsfargoadvisors.com,,Salesforce
11003598,Inactive Investor,Alexis Cousins,Financial Advisor,Edward Jones Fort Collins CO 215 Mathews St,alex.cousins@edwardjones.com,,Salesforce
11165154,Inactive Investor,Parker Helder,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 4041 28th St NW",parker.helder@ml.com,,Salesforce
9578577,,Anthony Murgio,,,anthony@coin.mx,,List import
10888173,Inactive Investor,Thomas Brister,,"Calton & Associates, Inc. Evergreen CO Private Residence",,,Salesforce
9591079,,Ivo Kaufmann,,,ivo.kaufmann@syzswissadvisors.com,,List import
11211028,Inactive Investor,James Yanez,Financial Associate,Thrivent Investment Management Inc. Overland Park KS 12701 Metcalf Ave,james.yanez@thrivent.com,,Salesforce
11194783,Inactive Investor,Farzad Khoshnoodi,Investment Advisor;Managing Principal,Stryker Financial,farzad@strykerfinancial.com,,Salesforce
121483,,Richard Gurr,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors,richard.gurr@fidelity.com,,
143309,,Jochen Dreissigacker,,Dreißigacker WEIN GmbH,jochen@dreissigacker-wein.de,4.91775E+11,Organic Search
334169,,Marcus Epprecht,Shareholder,Parkview Ltd.,marcus.epprecht@parkview.ch, -834481,Manual List Upload
9641600,,ran xinyu,,,2402509694@qq.com,,List import
100334,,Erik Ott,,Ameriprise,erik.ott@ampf.com,,
10657149,,Casey Cotton,,,casey.cotton@aretewealth.com,,List Import
10823953,Inactive Investor,Cristabel Lerma,Client Service Associate,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,cristabel.lerma@ubs.com,,Salesforce
9555783,,Mitchell Starr,,,mstarr@massmutual.com,,List import
10948405,Inactive Investor,Matthew Mckinney,Financial Advisor,Thrivent Investment Management Inc. Fergus Falls MN 225 W Cavour Ave,matthew.mckinney@thrivent.com,,Salesforce
10424455,,asad shafiq,,,mianasad7045@gmail.com,,Web Form Fillout
10692441,,Isiah Erskine,,,erskineexpress85@gmail.com,,Web Form Fillout
10790803,Inactive Investor,Jason Gilman,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jason.gilman@ml.com,,Salesforce
10979070,Inactive Investor,James Briggs,,"Farmers Financial Solutions, LLC Georgetown TX 1112 W University Ave",,,Salesforce
10916096,Inactive Investor,Hayim Clein,,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",,,Salesforce
11028146,Inactive Investor,Sarah Bushman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
234646,, -,,[[Unknown]],weinrauch@optonline.net,,Organic Search
9595256,,Aurelien Menant,,,aurelized@gmail.com,,List import
9642650,,Ji?í Tuhá?ek,,,jirituhacek1@gmail.com,,List import
10899522,Inactive Investor,Sarah Debruin,,State Farm VP Management Corp. Saint Paul MN 758 Stillwater Rd,,,Salesforce
238808,,brian.veeren@gmail.com Veeren,,[Unknown],brian.veeren@gmail.com,,
10921057,Inactive Investor,Frederick Fragner,Chief Compliance Officer;Managing Member;Principal,Sage Hill Capital,chris@sagehillcapital.com,,Salesforce
10873485,Inactive Investor,William Sandiford,,Cetera Investment Services LLC Robinson IL 501 E Main St,william.sandiford@ceterais.com,,Salesforce
9625381,,Roshan DSouza,,,roshdsouza@gmail.com,,List import
11096053,Inactive Investor,Todd Muha,Member,Third Coast Securities LLC,,,Salesforce
11140542,Inactive Investor,Jeffery Przybysz,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",jeffery.przybysz@53.com,,Salesforce
11084059,Inactive Investor,Chester Yu,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,chester.d.yu@jpmorgan.com,,Salesforce
10755113,Inactive Investor,Christopher Mueller,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",christopher_mueller@ml.com,,Salesforce
10934772,Inactive Investor,Douglas Chamberlain,Chief Executive Officer;Director;President,"Appleton Partners, Inc.",dchamberlain@appletonpartners.com,,Salesforce
11091298,Inactive Investor,Tevin Taylor,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10604628,,James Machinchick,Wealth Advisor,Lake Street Advisors,jim@lakestreetadvisors.com,6036104118,List Import
10891084,Inactive Investor,David D'Arienzo,,Key Investment Services LLC Kent OH 1620 S Water St,david.d-arienzo@key.com,,Salesforce
9576085,,Alison Flaum,,,alison@ft.newyorklife.com,,List import
9604587,,Sandy Haxby,,,smoxie7@gmail.com,,List import
6660897,,zaza gres,,,kojoyol652@mirtox.com,,Web Form Fillout
234100,, -,,[[Unknown]],michaell0808@gmail.com,,Organic Search
11033389,Inactive Investor,Timothy Bovey,Investment Advisor Representative,Aspire Capital Advisors LLC Kirkland WA 1524 Market St,,,Salesforce
237820,,Moon Byunggook,,[[Unknown]],mbgkorea@gmail.com,,
9625486,,Tara Egan,,,taraona@me.com,,List import
11042731,Inactive Investor,John Wensing,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10618882,,Colin Falls,,,colin.falls@geowealth.com,,List Import
242488,,Aiden Smith,DAO Strategic Development Manager,[Unknown],aidens@codexdf.com,4253956501,Database Upload
10988400,Inactive Investor,Ashley Nolan,,Cetera Advisor Networks LLC,,,Salesforce
10821526,Inactive Investor,Stephen Pavia,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",stephen.pavia@ml.com,,Salesforce
11129492,Inactive Investor,Michael Sordini,,J.P. Morgan Securities LLC Dallas TX 4615 Frankford Rd,,,Salesforce
10921863,Inactive Investor,Nicole Boren,,"Avantax Investment Services, Inc. Evansville IN 21 SE 3rd St",nicole.boren@avantax.com,,Salesforce
11255043,Inactive Investor,Kevin Tietz,Associate Financial Advisor,"Edmonds Duncan Registered Investment Advisors, LLC",kevin@edmondsduncan.com,,Salesforce
9614336,,John-Paul Harrison,,,jharrison@genuscap.com,,List import
10916841,Inactive Investor,Lindsay Cox,Financial Advisor,Edward Jones Columbia SC 111 Executive Center Dr,lindsay.cox@edwardjones.com,,Salesforce
11038597,Inactive Investor,Andrea Howland,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,andrea.howland@primerica.com,,Salesforce
10596333,,Spencer A,,,spencer.althoff@jpmorgan.com,,Web Form Fillout
10867571,Inactive Investor,Kevin Thomas,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",kevin.thomas@schwab.com,,Salesforce
9640202,,Elena Stetsenko,,,stetsenko@knightfoundation.org,,List import
10971969,Inactive Investor,Patrick Hogan,,"Farmers Financial Solutions, LLC Sylvania OH 4913 Harroun Rd",phogan@farmersagent.com,,Salesforce
11095435,Inactive Investor,Kent Bybee,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,mckay.bybee.k0yd@statefarm.com,,Salesforce
11093023,Inactive Investor,Paul Stover,Wealth Strategy Associate,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,paul.stover@ubs.com,,Salesforce
10487335,,Andrew O'Connell,"Financial Advisor, Vice President - Wealth Management",UBS Financial Services Inc.,andrew.oconnell@ubs.com,,List Import
10970675,Inactive Investor,Grant Gingerich,,State Farm VP Management Corp. Claremore OK 653 W Claremore St,grantgingerich@statefarm.com,,Salesforce
10837709,Inactive Investor,David Glazer,Managing Member;Owner,GFN Capital Management Dallas TX 13747 Montfort Dr,dglazer@glazerfinancial.com,,Salesforce
10975051,Inactive Investor,Kenneth Staab,,PFS Investments Inc. Wilmington DE 5301 Limestone Rd,kstaab@primerica.com,,Salesforce
11080146,Inactive Investor,David Counsellor,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,david.counsellor@fmr.com,,Salesforce
11059959,Inactive Investor,Lorna Hern,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",lorna.a.hern@nm.com,,Salesforce
10941017,Inactive Investor,David Pless,,"Woodmen Financial Services, Inc.",dapless@woodmen.org,,Salesforce
9581187,,James Law,,,james.law80@gmail.com,,List import
10809782,Inactive Investor,Vernon Baker,Advisor,"Osaic Wealth, Inc. Farmington CT 10 Talcott Notch Rd",,,Salesforce
11016818,Inactive Investor,Tanya Hekimian,Director - Alternative Investments;Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,tanya.hekimian@morganstanley.com,,Salesforce
11236058,Inactive Investor,Conner Dabish,Wealth Manager,Lido San Diego CA 3655 Nobel Dr,cdabish@lidoadvisors.com,,Salesforce
9633030,,Chris Simmons,,,csimmons2.0@gmail.com,,List import
9592655,,Teresa Tong,,,teresalovesbaba@gmail.com,,List import
11170139,Inactive Investor,Shivam Patel,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",shivam.patel@wellsfargoadvisors.com,,Salesforce
10953054,Inactive Investor,Frida Ordonez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",frida.ordonez@schwab.com,,Salesforce
10756657,Inactive Investor,Edward Lee,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",ed.a.lee@ml.com,,Salesforce
332645,,Daunchey Newsome,,TBD,immortalcreationstx@gmail.com,5127740014,
10874951,Inactive Investor,Jonathan Stogsdill,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fenton MO 707 Gravois Rd",jonathan.stogsdill@ml.com,,Salesforce
10612455,,Nunzio Martucci,Financial Advisor,,nunzio.martucci@prudential.com,,List Import
10911602,Inactive Investor,Joshua Marsh,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,joshuamarsh@statefarm.com,,Salesforce
218611,,Rick Zabel,Dir Biz Dev,Foundry Digital,rzabel@foundrydigital.com,,Content
10815926,Inactive Investor,Gary Taylor,,PFS Investments Inc. Olathe KS 815 S Clairborne Rd,gary.taylor@primerica.com,,Salesforce
9591915,,gaurav rana,,,gauravrana007@gmail.com,,List import
10801531,Inactive Investor,Anca Oakley,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,anca.oakley@fidelity.com,,Salesforce
11057528,Inactive Investor,Christopher Hopkins,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9603657,,Rex Wang,,,yawangxmu@gmail.com,,List import
11296248,Inactive Investor,Patrick Collins,,Sandhill Investment Management,pcollins@sandhill-im.com,716-852-0279,Salesforce
11133860,Inactive Investor,Jerald Hymen,Executive Director;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,jerald.hymen@opco.com,,Salesforce
10978676,Inactive Investor,Megan Martin,Financial Advisor,"Forum Financial Management, LP",mmartin@forumfinancial.com,,Salesforce
11166207,Inactive Investor,Hershel Flanagan,,"Raymond James Financial Services, Inc. Texarkana TX 5524 Christus Dr",hershel.flanagan@raymondjames.com,,Salesforce
9582221,,Sam Moser,,,sammoser10@gmail.com,,List import
11054437,Inactive Investor,Benjamin Lederer,Research Analyst,Fisher Investments,,,Salesforce
10779379,Inactive Investor,Tammy Cipollone,Estate Planning Consultant;Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,tammy.cipollone@morganstanley.com,,Salesforce
10935440,Inactive Investor,Corazon Sosa,,J.P. Morgan Securities LLC Pomona CA 100 W 2nd St,corazon.sosa@jpmorgan.com,,Salesforce
11178914,Inactive Investor,Jeffrey Albert,,Edward Jones Rancho Santa Margarita CA 22342 Avenida Empresa,,,Salesforce
9580246,,Jibran Mir,,,mohdjibranmir@gmail.com,,List import
11152036,Inactive Investor,James Harting,,"Avantax Investment Services, Inc. Coldwater OH 815 W Main St",,,Salesforce
11065521,Inactive Investor,Hiromi Bruner,,PFS Investments Inc. Huntington Beach CA 5011 Argosy Ave,hiromi.bruner@primerica.com,,Salesforce
11115632,Inactive Investor,Andrew Schweers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10876132,Inactive Investor,Andre Monsour,,"Cambridge Investment Research, Inc. Roanoke VA 2762 Electric Rd",,,Salesforce
11028318,Inactive Investor,Himawan Brasali,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",himawan.brasali@tfaconnect.com,,Salesforce
10966640,Inactive Investor,Monica Gilmer,,"TIAA-CREF Individual & Institutional Services, LLC Birmingham AL 2545 Highland Ave S",monica.gilmer@tiaa.org,,Salesforce
10929942,Inactive Investor,James Liaw,,"Grove Point Investments, LLC Rockville MD 17 W Jefferson St",jliaw@hbeckinc.com,,Salesforce
10982814,Inactive Investor,Hamidreza Zare,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,hamidreza.zare@jpmorgan.com,,Salesforce
246074,,Not Provided,Founder,SAFE NFT Royalties,tommylug@gmail.com,,Manual List Upload
9562052,,Mukesh Kumar,,,mukesh@chiiz.com,,List import
11043435,Inactive Investor,Scott O'Gorman,Chief Investment Officer;Co-Chief Investment Officer;Manager;Portfolio Manager;President,"The Ithaka Group, LLC",sogorman@ithakagroup.com,,Salesforce
10871070,Inactive Investor,Klara Dykastova,Family Wealth Advisor;Financial Advisor,Morgan Stanley Los Angeles CA 444 S Flower St,klara.dykastova@morganstanley.com,,Salesforce
11064826,Inactive Investor,Elizabeth Puterbaugh,Financial Advisor;Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,betsy.puterbaugh@morganstanley.com,,Salesforce
10921852,Inactive Investor,Paul Hawkins,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Blue Springs MO 1922 NW Copper Oaks Cir,paul.hawkins@thrivent.com,,Salesforce
9605704,,felipe brito,,,felipecb3@al.insper.edu.br,,List import
11093484,Inactive Investor,Jason Schuler,,"Ameriprise Financial Services, LLC Scottsdale AZ 6909 E Greenway Pkwy",jason.t.schuler@ampf.com,,Salesforce
11150400,Inactive Investor,Daniel Creswell,Senior Regional Leader,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,,,Salesforce
10755168,Inactive Investor,Dina Lirosi,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,dina.lirosi@ubs.com,,Salesforce
11086873,Inactive Investor,Kenneth Phelps,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5905 S Virginia St",kenneth.j.phelps@ml.com,,Salesforce
352896,,Moya Campbell,Investor,Individual,moyacampbell.amoy@gmail.com,,Event
10779111,Inactive Investor,Richard Filippi,Financial Advisor,Edward Jones Lynn Haven FL 810 Florida Ave,rich.filippi@edwardjones.com,,Salesforce
11135063,Inactive Investor,Jennifer Sauer,,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",jennifer.l.pouliot@ampf.com,,Salesforce
10510355,,Jeff Smith,Managing Director,"One Capital Management, LLC",jsmith@onecapital.com,,List Import
10924452,Inactive Investor,Sebastian Martino,,Fidelity Brokerage Services LLC,,,Salesforce
10931000,Inactive Investor,Ryan Lampasona,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,ryan.lampasona.p4gy@statefarm.com,,Salesforce
11236495,Inactive Investor,Ashlie Dague,Financial Advisor,"Strategic Wealth Investment Group, LLC Atlanta GA 1100 Abernathy Rd",adague@swdgroup.com,,Salesforce
11009473,Inactive Investor,Christian Dapolito,,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,christian_dapolito@glic.com,,Salesforce
10898814,Inactive Investor,Luis Ugalde,Regional Vice President,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,luis.ugalde@primerica.com,,Salesforce
11032236,Inactive Investor,Charles Hutto,Financial Advisor,Edward Jones Henderson TX 301 S Marshall St,charlie.hutto@edwardjones.com,,Salesforce
10813786,Inactive Investor,James Kreitler,Financial Advisor,Edward Jones Fairfield CT 200 Mill Plain Rd,jim.kreitler@edwardjones.com,,Salesforce
4339405,Inactive Investor,Brendan Ryan,Research Analyst,Beaumont Financial Partners,bryan@investbcm.com,(781) 400-2837,
10844471,Inactive Investor,Robert Leggett,Chief Compliance Officer;Chief Executive Officer;Managing Partner,"WealthShield Partners, LLC",robert@wealthshieldpartners.com,,Salesforce
373230,,Carlos Fernandez,,[Unknown],ctfernandez@me.com,,source
189424,,Anthony Angelosante,,[Unknown],angelosante.a@gmail.com,,Organic Search
123,,,,,freddy2089@163.com,,
10788852,Inactive Investor,Judson Potter,Complex Manager;Senior Vice President,"Raymond James & Associates, Inc. New York NY 320 Park Ave",judson.potter@raymondjames.com,,Salesforce
10797908,Inactive Investor,Thomas Sutton,,"Osaic Wealth, Inc. San Jose CA 4522 Pacific Rim Way",tsutton@royalaa.com,,Salesforce
9648390,,Gary Crawford,,,garycrawford24@yahoo.co.uk,,List import
217790,,Karan Gupta,,[Unknown],karang.bhr@gmail.com,,Direct
235769,, -,,[[Unknown]],joelanderson59@gmail.com,,Organic Search
11123090,Inactive Investor,Monica Guttmann,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",monica.guttmann@ml.com,,Salesforce
10790905,Inactive Investor,Palmer Skoglund,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",perry_skoglund@ml.com,,Salesforce
10792597,Inactive Investor,Geoffrey Biehn,Chief Compliance Officer;Founder;Member;President;Secretary;Treasurer,Trinity Financial Advisors LLC,,,Salesforce
235851,, -,,[[Unknown]],merciful00heart@gmail.com,,
10973939,Inactive Investor,Neal Huffman,Investment Advisor Representative,"Royal Fund Management, LLC Lone Tree CO Private Residence",nhuffman@royalfundmanagement.com,,Salesforce
10833983,Inactive Investor,Rex Shipp,Financial Advisor;Financial Professional,"Hornor, Townsend & Kent, LLC Cedar City UT 88 E Fiddlers Canyon Rd",rshipp@htk.com,,Salesforce
226260,,adan -,,[[Unknown]],adanruizsiller@gmail.com,,Initial Salesforce Import
11198547,Inactive Investor,Glenn Bridwell,,"FBL Marketing Services, LLC Wichita KS 2020 N Webb Rd",ed.bridwell@fbfs.com,,Salesforce
11073144,Inactive Investor,Jesse Eves,Co-Founder;President;Treasurer,Eves&Haines Wealth Management Greeley CO 4627 W 20th Street Rd,,,Salesforce
11168999,Inactive Investor,Joel Gannon,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,joel.gannon@primerica.com,,Salesforce
9561918,,Lawrence West,,,west783@aol.com,,List import
11205730,Inactive Investor,Samuel White,Client Associate,J.P. Morgan Securities LLC Houston TX 712 Main St,samuel.white@jpmorgan.com,,Salesforce
9619485,,Robert Antia,,,robantia@gmail.com,,List import
11199941,Inactive Investor,Rebecca Bannerman,,Development Corporation For Israel West Nyack NY Temporarily Unavailable,rebecca.bannerman@israelbonds.com,,Salesforce
10946288,Inactive Investor,Deborah Hallett,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,deborah.a.hallett@jpmorgan.com,,Salesforce
9588984,,Yun Cai,,,yun.cai@coin360.com,,List import
10765469,Inactive Investor,Stanley Parkes,Financial Advisor,Edward Jones Warrenton VA 400 Holiday Ct,stanley.parkes@edwardjones.com,,Salesforce
10840504,Inactive Investor,Virgil Smith,,NYLIFE Securities LLC Chewelah WA Private Residence,vsmith@ft.newyorklife.com,,Salesforce
10864945,Inactive Investor,Cao Tran,Financial Advisor,LPL Financial LLC Long Beach CA 4725 E 2nd St,cao.tran@lpl.com,,Salesforce
11104151,Inactive Investor,Deborah Baron,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,deborah.baron@jpmorgan.com,,Salesforce
10948343,Inactive Investor,Charlene Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11188587,Inactive Investor,Thomas Gibson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11054942,Inactive Investor,Warren Duff,Financial Advisor;Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,warren.duff@morganstanley.com,,Salesforce
182543,,? ?,,æ¢… å¸…,343597126@qq.com,,Paid Social
10932586,Inactive Investor,Gunther Perdomo-Llana,,State Farm VP Management Corp. Phoenix AZ 2040 E Bell Rd,,,Salesforce
10778515,Inactive Investor,Anna Perrone,Financial Advisor;First Vice President,Morgan Stanley East Lansing MI 2900 West Rd,anna.perrone@morganstanley.com,,Salesforce
10773297,Inactive Investor,Russell Sherred,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",russ.sherred@rbc.com,,Salesforce
10613960,,Douglas Levy,"Financial Advisor, Investment Officer, Vice President",,douglas.levy@wellsfargoadvisors.com,,List Import
10883535,Inactive Investor,Wendy Waalen,,"Oakwood Capital Securities, Inc Fargo ND 3060 25th St S",wendy@gardnerfinancialmn.com,,Salesforce
9631568,,Crypto Chef,,,cryptochef2021@gmail.com,,List import
9568924,,Philip D'Unger,,,philip.dunger@captrustadvisors.com,,List import
9597166,,William Dowd,,,wdowd@sageviewadvisory.com,,List Import
10783370,Inactive Investor,Gary Wahl,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",gary.wahl@schwab.com,,Salesforce
10809693,Inactive Investor,Robert Kennedy,Financial Advisor,Edward Jones Kamuela HI 64-1035 Mamalahoa Hwy,robert.kennedy@edwardjones.com,,Salesforce
9640294,,Charlie Willhoit,,,charlie@iwpmail.com,,List import
11134999,Inactive Investor,Timothy Edbrooke,,"Northwestern Mutual Investment Services, LLC North Miami Beach FL 3323 NE 163rd St",tim.edbrooke@nm.com,,Salesforce
11172483,Inactive Investor,Antonio Gonzalez,Chief Executive Officer;Member,Great Wealth Investments Coral Gables FL 1 Alhambra Plz,antonio.gonzalez@greatwealthinvest.com,,Salesforce
10924524,Inactive Investor,Taylor Nunn,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",taylor.nunn@nm.com,,Salesforce
10796600,Inactive Investor,Michael Gary,Senior Financial Advisor,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",gary.mike@principal.com,,Salesforce
11124019,Inactive Investor,Jason Bowers,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jason_bowers@vanguard.com,,Salesforce
11027015,Inactive Investor,Jaime Hadida,,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",jaime.hadida@nm.com,,Salesforce
10995471,Inactive Investor,Victoria Shankle,District Leader,PFS Investments Inc. Mansfield TX 2421 Callender Rd,vshankle@primerica.com,,Salesforce
10817351,Inactive Investor,Carol Tomensky,Compliance Consultant;Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC Iselin NJ 195 Wood Ave S",carol.tomensky@wellsfargoadvisors.com,,Salesforce
11176058,Inactive Investor,Seth Horwitz,,"Haverford Trust Securities, Inc.",shorwitz@haverfordtrust.com,,Salesforce
10646497,,Sheri Dipaglia,,,sheri.r.dipaglia@ubs.com,,List Import
11092800,Inactive Investor,Jeremy Hsia,,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,jeremy.hsia@morganstanley.com,,Salesforce
10853266,Inactive Investor,Robert Iandoli,Chief Compliance Officer;Investment Advisor Representative;President,"Horizon Financial Group, Inc.",bob@horizonfinancialgrp.com,,Salesforce
40841,,Michael Leonakis,Private Wealth Advisor,Lincoln Financial Advisors Corporation,michael.leonakis@lfg.com,216-591-2354,
10956501,Inactive Investor,Mark Bauer,Senior Wealth Advisor,GGM Wealth Advisors,mark@ggmwealthadvisors.com,,Salesforce
9570470,,Laurence Lee,,,llee@onewilliamstreet.com,,List import
9592218,,Silvia Moguel,,,silviamoguel@hotmail.com,,List import
10976587,Inactive Investor,Alexander Milman,,J.P. Morgan Securities LLC Brooklyn NY 128 Brighton Beach Ave,alex.milman@chase.com,,Salesforce
10820114,Inactive Investor,Adam Lee,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Savannah GA 14009 Abercorn St",adam.lee@wellsfargo.com,,Salesforce
11231147,Inactive Investor,John Miller,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
11020011,Inactive Investor,Gabriel Klawa,,"Osaic Wealth, Inc. Mesquite TX 18601 Lyndon B Johnson Fwy",,,Salesforce
10910922,Inactive Investor,Jitin Singhal,President,E J Financial Corp.,jitin@ejfin.com,,Salesforce
336455,,Susan Huffman,Chief Manager,"Reliant Investment Management, Llc",shuffman@reliantllc.com,901-843-0600,Manual List Upload
11055560,Inactive Investor,Kevin Curry,,"Cadaret, Grant & Co., Inc. Oyster Bay NY 74 Cove Neck Rd",,,Salesforce
10970681,Inactive Investor,Jaime Morales,,"Allstate Financial Services, LLC Chicago IL 5717 N Milwaukee Ave",jaimemorales@allstate.com,,Salesforce
9621740,,Luca Hodyjas,,,luca.hodyjas@yaso-consulting.com,,List import
11046213,Inactive Investor,William Sa,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",william.sa@wellsfargoadvisors.com,,Salesforce
370641,,STEVEN STARROFF,,United States,sstarroff@gmail.com,,Salesforce
10866392,Inactive Investor,Travis Horrell,,"Woodmen Financial Services, Inc.",tlhorrell@woodmen.org,,Salesforce
10858342,Inactive Investor,Timothy Gross,Senior Vice President,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",tim.gross@raymondjames.com,,Salesforce
11158465,Inactive Investor,David Spinks,Private Banking Officer,"First Citizens Investor Services, Inc. Alpharetta GA 10865 Haynes Bridge Rd",david.spinks@firstcitizens.com,,Salesforce
6932701,,Saroj kumar Yadav Saroj kumar Yadav,,,sarojyadav010585@gmail.com,,Web form fillout
10818626,Inactive Investor,Karen Peck,,"Wells Fargo Clearing Services, LLC San Jose CA 1730 Saratoga Ave",karen.peck@wellsfargoadvisors.com,,Salesforce
10821609,Inactive Investor,Dallah Forrest,,Cetera Advisor Networks LLC Greenville SC Private Residence,,,Salesforce
9568095,,Zenith Koy,,,zenith.koy@transamerica.com,,List import
9584540,,Geoffrey Dancey,,,gdancey@cutlercapital.com,,List import
10878191,Inactive Investor,Sean Wong,Compliance Officer,J.P. Morgan Securities LLC Anaheim CA 5791 E Santa Ana Canyon Rd,sean.t.wong@jpmorgan.com,,Salesforce
11125936,Inactive Investor,Mathew Kempenich,,"Advanced Advisor Group, LLC Stillwater MN 1950 Northwestern Ave S",,,Salesforce
10645251,,Jordan Goetz,,,jordan.goetz@raymondjames.com,,List Import
339831,,Steven Beare,Board Member,Gmo Singapore Pte. Limited,sbeare@gmo.com,656-532-0346,Manual List Upload
11108867,Inactive Investor,Jennifer Abbonizio,Chief Compliance Officer,"St. James Investment Advisors, LLC Port Jefferson NY 646 Main St",jenn@stjamesia.com,,Salesforce
10823119,Inactive Investor,Robert Brogan,Senior Vice President,"Wellington Shields & Co., LLC",rbrogan@wellingtonshields.com,,Salesforce
10494382,,Jaime Sanchez,Managing Member,"Partner Wealth Management, LLC",jimmysanchez@partnerwealthmanagement.com,,List Import
10966409,Inactive Investor,Su-Chi Justina Wang,,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",,,Salesforce
11003532,Inactive Investor,Rachael Reid,Advisor,"Raymond James & Associates, Inc. Colorado Springs CO Private Residence",rachael.reid@raymondjames.com,,Salesforce
10941946,Inactive Investor,Evan Curtis,Financial Advisor,LPL Financial LLC Phoenix AZ 1137 E Redfield Rd,evan.curtis@lpl.com,,Salesforce
10857893,Inactive Investor,Ned Kampwerth,,"Stifel, Nicolaus & Company, Incorporated",kampwerthn@stifel.com,,Salesforce
10911090,Inactive Investor,Angela Romeo,Assistant Vice President,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,angela.romeo@citigroup.com,,Salesforce
211233,,Andrew Porter,,Portola Partners,akp1988@gmail.com,,
11014790,Inactive Investor,Yu Zhe Qiu,,TradeWeb L.L.C,zhe.qiu@tradeweb.com,,Salesforce
10978401,Inactive Investor,Heidi Rexford,,"Hazard & Siegel, Inc. Duncansville PA 723 Puzzletown Rd",hrexford@hazardsiegel.com,,Salesforce
193027,,Brian Ames,,[Unknown],brianames2287@gmail.com,,
11013470,Inactive Investor,Linda Goss,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10985961,Inactive Investor,Sammy Chau,Client Relationship Specialist,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",,,Salesforce
10831158,Inactive Investor,Rekha Trivedi,,"Wells Fargo Clearing Services, LLC Trexlertown PA 7103 Hamilton Blvd",rekha.trivedi@wellsfargoadvisors.com,,Salesforce
9542400,,Aaron Baily,,,agbailyesq@gmail.com,,List import
9548595,,Brian Heywood,,,bheywood@tppllc.com,,List import
9571082,,jung byeongjin,,,rr8602@naver.com,,List import
336311,,Daniel Yih,Managing Director,"Starwood Capital Group Management, L.l.c.",dyih@starwood.com,305-695-5500,Manual List Upload
9639108,,Lois McNaughton,,,lmcnaughton@montroseadvisors.com,,List import
11001467,Inactive Investor,Kobe Troyer,,The O.N. Equity Sales Company Berlin OH 4585 State Rte 39,,,Salesforce
11134278,Inactive Investor,Paul Chavez,Field Support Governance Specialist,"Wells Fargo Advisors Financial Network, LLC Roseville CA 1731 E Roseville Pkwy",paul.chavez@wellsfargoadvisors.com,,Salesforce
208340,,William Pellinen,"Investment Advisor Research - Focused on Systematic, Quant & Crypto",PNC Investments,,,Direct
10771264,Inactive Investor,Leigh Gage,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 221 E 4th St",leigh.gage@stifel.com,,Salesforce
11133904,Inactive Investor,Scott Plumer,President,"Foresight Investments Management, Inc.",,,Salesforce
10925608,Inactive Investor,Dane Hill-El,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9569480,,Bryan Hertz,,,bryanhertz@gmail.com,,List import
10835191,Inactive Investor,Mark Traver,Principal;Vice President,"Neville, Rodie & Shaw Inc",mtraver@nevrodie.com,,Salesforce
10893418,Inactive Investor,Terrance Holloway,,Cetera Investment Services LLC Memphis TN 3577 Hacks Cross Rd,,,Salesforce
9628927,,Joshua Frank,,,jfrank@thetie.io,,List import
10850694,Inactive Investor,Austin Zoellner,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,austin.zoellner@fidelity.com,,Salesforce
11164425,Inactive Investor,Douglas Gaul,,"Farmers Financial Solutions, LLC Hutto TX 112 Hwy 79",dgaul@farmersagent.com,,Salesforce
10773289,Inactive Investor,Todd Lovell,Complex Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Boise ID 950 W Bannock St",todd.lovell@raymondjames.com,,Salesforce
11168420,Inactive Investor,Vincenzo Cirolia,Financial Advisor,"U.S. Bancorp Investments, Inc. Phoenix AZ 3800 N Central Ave",vincenzo.cirolia@usbank.com,,Salesforce
9584409,,jaseme smith,,,jasemesmith@yopmail.com,,List import
342979,,Tricia Haber,"Founder, Wealth Advisor","Rhodes Investment Advisors, Inc.",tricia@haberwealthgroup.com,817-334-0455,Manual List Upload
9631370,,???????? ?????????,,,thanasit.chawalittara@yahoo.com,,List import
11029602,Inactive Investor,Jennifer Valliere,,Thrivent Investment Management Inc. Rockledge FL 1033 Florida Ave S,jennifer.valliere@thrivent.com,,Salesforce
10976069,Inactive Investor,Sean Mallory,Financial Advisor,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",sean.mallory@equitable.com,,Salesforce
10772553,Inactive Investor,Sheena McCall,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",sheena_mccall@ml.com,,Salesforce
11155673,Inactive Investor,Ronald Roark,Financial Advisor,LPL Financial LLC Owensboro KY 101 E 2nd St,ronald.roark@lpl.com,,Salesforce
11106375,Inactive Investor,Ryan Bristol,Managing Director,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,ryan.bristol@ubs.com,,Salesforce
11158182,Inactive Investor,Herbert Canady,,PFS Investments Inc. Rocky Hill CT 175 Capital Blvd,hcanady@primerica.com,,Salesforce
10988819,Inactive Investor,Kyria D'Avila,,Park Avenue Securities LLC Hollywood FL 4000 Hollywood Blvd,,,Salesforce
10801789,Inactive Investor,Glen Lothary,Senior Investment Consultant,Robert W. Baird & Co. Incorporated Mishawaka IN 4220 Edison Lakes Pkwy,glothary@rwbaird.com,,Salesforce
334937,,Michael Fanning,Director,"Mml Investors Services, Llc",mfanning@mmlinvestors.com,413-737-8400,Manual List Upload
11195588,Inactive Investor,David Lawyer,,"Cambridge Investment Research, Inc. Colorado Springs CO 1755 Telstar Dr",,,Salesforce
11141113,Inactive Investor,Richard Horak,Compliance Officer,Morgan Stanley Chicago IL 233 S Wacker Dr,richard.horak@morganstanley.com,,Salesforce
11062896,Inactive Investor,Jorge Herbas,,Cetera Advisor Networks LLC Washington DC 1300 New York Ave NW,herbasj@ceteranetworks.com,,Salesforce
11117248,Inactive Investor,Padmasri Prabhakar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11114609,Inactive Investor,Stephanie Rittenhouse,,The Huntington Investment Company Cincinnati OH 7783 5 Mile Rd,,,Salesforce
11042009,Inactive Investor,Tracie Krueger,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10995492,Inactive Investor,Hector Hernandez Morales,,PFS Investments Inc. Arecibo PR 11 Calle Gonzalo Marin,,,Salesforce
11068607,Inactive Investor,Andrew Reddish,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bonita Springs FL 23471 Walden Center Dr",andrew.reddish@bofa.com,,Salesforce
10964002,Inactive Investor,Lupita Duenas,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Costa Mesa CA 2300 Harbor Blvd",lupita.duenas@wellsfargo.com,,Salesforce
11180301,Inactive Investor,David Allen,Manager;Partner,"FB Advisory Services, LLC",,,Salesforce
11190456,Inactive Investor,Thu Duong,Premier Banker,"Wells Fargo Clearing Services, LLC Alameda CA 2260 Otis Dr",thu.duong@wellsfargo.com,,Salesforce
11066538,Inactive Investor,David Mayer,,LPL Financial LLC Troy MI 5151 Corporate Dr,david.mayer@lpl.com,,Salesforce
11043548,Inactive Investor,Eric Scalone,,"Horang Securities, LLC",,,Salesforce
11012312,Inactive Investor,Aaron Johnson,,"Principal Securities, Inc.",johnson.aaron@principal.com,,Salesforce
9643745,,George Atcheson,,,gsatche@aol.com,,List import
9569226,,Akinromoju Imoleayo Peter,,,peterayoisunique@gmail.com,,List import
9617951,,Walter Boone,,,wboone@gmtcapital.com,,List import
9594132,,Andrew Brookman,,,abrookman@equuspartners.com,,List import
11041486,Inactive Investor,Teresa Smith,,PFS Investments Inc. Lutz FL 18214 N US Hwy 41,,,Salesforce
11266502,,Robert Blevins,,,robertblevins.author@gmail.com,,Web Form Fillout
1864550,,Tim Frost,,,tfrost@whereoware.com,,
850,,,,,dsantoscordeiro@uol.com.br,,
9592195,,Clarity LY,,,clarityxsaechao@gmail.com,,List import
10927841,Inactive Investor,Tristan Flowers,Financial Consultant,"Charles Schwab & Co., Inc. Knoxville TN 10114 Parkside Dr",,,Salesforce
11053072,Inactive Investor,Robert Bastiaans,Private Wealth Advisor,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",robert.h.bastiaans@ampf.com,,Salesforce
10924954,Inactive Investor,Benjamin Dellafranca,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,benjamin.dellafranca.nni8@statefarm.com,,Salesforce
195633,,Quildare Luchese de Abreu,,[Unknown],quildare@gmail.com,,source
11021663,Inactive Investor,Genaro Lopez,,J.P. Morgan Securities LLC Los Angeles CA 449 N la Brea Ave,genaro.lopez@jpmorgan.com,,Salesforce
9573424,,Adam Stephens,,,adamwaynestephens@gmail.com,,List import
10980636,Inactive Investor,Jeanette Lorentz Forni,,"Allstate Financial Services, LLC Turlock CA 2012 W Monte Vista Ave",jeanettelorentz-forni@allstate.com,,Salesforce
9555357,,Kristopher Kellinghaus,,,kkellinghaus@mcfadvisors.com,,List import
9618266,,Anthony Reyes,,,areyes@camdenasset.com,,List import
11020922,Inactive Investor,Andranik Chobanian,,PFS Investments Inc. Glendale CA 412 W Broadway,achobanian@primerica.com,,Salesforce
11063950,Inactive Investor,Leopoldo Nava,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10967844,Inactive Investor,Noah Hill,,"Northwestern Mutual Investment Services, LLC",noahhill@northwesternmutual.com,,Salesforce
10827786,Inactive Investor,Adel Gerges,Relationship Manager;Vice President,HSBC Securities (USA) Inc. Chatham NJ 407 Main St,adel.e.gerges@us.hsbc.com,,Salesforce
10874899,Inactive Investor,Julia Dinota,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10810146,Inactive Investor,Jeanette Hebert,,"Concourse Financial Group Securities, Inc. Metairie LA 3351 Severn Ave",jeanette.hebert@concoursefinancial.com,,Salesforce
9604007,,ALAAP PARIKH,,,alaap@les-cap.com,,List import
10998656,Inactive Investor,Samantha Hughes,,NYLIFE Securities LLC Clarence Center NY Private Residence,shughes02@ft.newyorklife.com,,Salesforce
9626706,,Martin Chan,,,proyen@gmail.com,,List import
11177665,Inactive Investor,Robert Selleck,Financial Advisor;Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,robert.selleck@morganstanley.com,,Salesforce
10772043,Inactive Investor,Nathanael Leveille,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",nathanael.leveille@ml.com,,Salesforce
11068724,Inactive Investor,Benjamin Armstrong,,State Farm VP Management Corp. West Jordan UT 7555 S Center View Ct,ben.armstrong.st2l@statefarm.com,,Salesforce
182087,,Daniel Maegaard,,[Unknown],daniel.maegaard@gmail.com,,Organic Search
11036098,Inactive Investor,Kristian Swanson,,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
10487950,,David McCool,,Avantax Advisory Services,mccool424@gmail.com,,List Import
10836727,Inactive Investor,Dennis Taylor,,Commonwealth Financial Network Troy MI 5455 Corporate Dr,,,Salesforce
11130705,Inactive Investor,Lucas Christensen,Wealth Advisor,LPL Financial LLC Glendale AZ 7111 W Bell Rd,lucas.christensen@lpl.com,,Salesforce
11175265,Inactive Investor,Elvis Herrera,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,eherrera02@ft.newyorklife.com,,Salesforce
9645537,,Mikkel Herman,,,mh@octogone-na.com,,List import
11238350,Inactive Investor,Howard Biggs,,"Sageview Advisory Group, LLC",hbiggs@sageviewadvisory.com,,Salesforce
9595865,,Ryan Hu,,,ryuh66@gmail.com,,List import
11129830,Inactive Investor,Scott Giles,Private Wealth Advisor,"Ameriprise Financial Services, LLC Memphis TN 1053 W Rex Rd",scott.c.giles@ampf.com,,Salesforce
10985716,Inactive Investor,Andrew Schutz,Relationship Manager,"Fifth Third Securities, Inc. Portage MI 6488 S Westnedge Ave",andrew.schutz@53.com,,Salesforce
11000752,Inactive Investor,Enrique Peralta Juarez,,BBVA Securities Inc.,,,Salesforce
9605825,,Gregory Manley,,,gregory.manley@brandywineglobal.com,,List import
10879577,Inactive Investor,Karen Burke,Private Wealth Advisor,"Synovus Securities, Inc. Pensacola FL 125 W Romana St",karenburke@synovus.com,,Salesforce
11236719,Inactive Investor,Brian Vogler,Investment Analyst,"Highview Capital Management, LLC",brian.vogler@hv-cap.com,,Salesforce
11168288,Inactive Investor,Aundrei Jones,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,aundrei.jones@primerica.com,,Salesforce
11153477,Inactive Investor,Lori Harmon,,"Cambridge Investment Research, Inc. Greeneville TN 404 E Bernard Ave",,,Salesforce
11051087,Inactive Investor,Sara Shakib,,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",sara.shakib@wellsfargo.com,,Salesforce
11078178,Inactive Investor,Katie Prusinski,,J.P. Morgan Securities LLC Waukesha WI 2402 E Moreland Blvd,katie.prusinski@jpmorgan.com,,Salesforce
337932,,Rodney Mair,Head Of Compliance & Vice President,Dfa Australia Limited,rodney.mair@dimensional.com, -367322,Manual List Upload
110263,,Bruce Gandolfi,,"TFS Securities, Inc.",brucegandolfi@comcast.net,(609) 567-1327,Organic Search
10841723,Inactive Investor,Shane Carrier,Financial Advisor,Uhler Vertich White Advisors,scarrier@uhlerandvertich.com,,Salesforce
11165211,Inactive Investor,Norma Valentin-Rivera,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",norma.valentin@ml.com,,Salesforce
9630531,,Alex RIDDLE,,,alexriddle@hotmail.com,,List import
10920629,Inactive Investor,Adam Edwards,Chief Compliance Officer;Financial Advisor;Member;Principal,PEB Capital Management LLC,,,Salesforce
11152190,Inactive Investor,Kimberly Phelps,,"Raymond James Financial Services, Inc. Petoskey MI 434 E Lake St",kimberly.phelps@raymondjames.com,,Salesforce
368189,,Joan Wan,Financial Advisor,,qwan2009@gmail.com,8323748268,Webinar
10760624,Inactive Investor,Kevin Blonkvist,Branch Director;Managing Director,"RBC Capital Markets, LLC Midland TX 550 W Texas Ave",kevin.m.blonkvist@rbc.com,,Salesforce
10469788,,Evan Matheney,,,evan.matheney@gmail.com,,Web Form Fillout
10811421,Inactive Investor,Steve Caltagirone,Client Advisor;Managing Director;Partner,"Mission Wealth Management, LP",,,Salesforce
200964,,Michele Twitchell,,[Unknown],micheletwitchell@hotmail.com,,source
11055880,Inactive Investor,Tracey Gentry,Senior Service Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,tracey.d.gentry@morganstanley.com,,Salesforce
11007861,Inactive Investor,Kyle Jensen,Portfolio Manager,"Osaic FA, Inc. Waltham MA 20 Fox Rd",kyle.jensen@lfg.com,,Salesforce
9578718,,Arun Anantharaman,,,as.arun77@gmail.com,,List import
10894330,Inactive Investor,Diane Edwards,Financial Advisor,LPL Financial LLC San Antonio TX 8000 IH 10 W,diane.edwards@lpl.com,,Salesforce
10826564,Inactive Investor,Laura Womack,Chief Compliance Officer;Director - Operations,"Vaquero Private Wealth, Ltd.",laura.blair@vaquerowealth.com,,Salesforce
9596891,,Erik Mclaughlin,,,erikmclaughlin70@gmail.com,,List import
10489825,,Brian Bortz,"Financial Planner, Partner","Cain, Watters & Associates, LLC Plano TX 6900 Dallas Pkwy",brbortz@att.net,,List Import
10777288,Inactive Investor,Kenneth Gunsberger,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,kenneth.gunsberger@ubs.com,,Salesforce
9604578,,Stewart Griffiths,,,stewart@griffithsholdings.com,,List import
1004141,Inactive Investor,Vishal Shah,,Vishal Shah,vns210@gmail.com,,3rd Party Lead Gen
9625398,,Michael Kustermann,,,kustermann.capital@gmx.de,,List import
11134792,Inactive Investor,Amanda Byam,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 12120 Aberdeen St NE",,,Salesforce
10836482,Inactive Investor,Gregory Bidwell,Director,C.M.Bidwell & Associates Ltd,,,Salesforce
216567,,Sarah McGinniss,,[Unknown],smcginniss@savantwealth.com,,Event
10853644,Inactive Investor,Ronald Schantz,,"Wells Fargo Clearing Services, LLC King of Prussia PA 101 W Dekalb Pike",ronald.schantz@wellsfargoadvisors.com,,Salesforce
11001037,Inactive Investor,Ryan Sulvester,,LPL Financial LLC Manchester CT 155 Main St,ryan.sulvester@lpl.com,,Salesforce
11153245,Inactive Investor,Mark Vandeburgt,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",mark.s.vandeburgt@wellsfargo.com,,Salesforce
10809836,Inactive Investor,Nancy Weingard,Managing Director;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",nancy.weingard@raymondjames.com,,Salesforce
10948204,Inactive Investor,Jennifer Nguyen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington Beach CA 20061 Brookhurst St",jennifer.nguyen2@ml.com,,Salesforce
9544270,,Steven Wong,,,steven.wong@transamerica.com,,List import
11236043,Inactive Investor,Melissa Marius-Burke,,Santander Securities LLC Brooklyn NY 85 N 6th St,,,Salesforce
2204394,,Abu Kwadwo Nathaniel,,,natpar200@gmail.com,,
11239205,Inactive Investor,Deborah LeMoine-Hickey,,Carter Finanicial Management,dhickey@carterwealth.com,,Salesforce
11067378,Inactive Investor,Roger Burman,Financial Advisor,"Osaic Wealth, Inc. Orange TX Private Residence",,,Salesforce
11122939,Inactive Investor,Samuel Srochi,Managing Director,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,samuel.h.srochi@jpmorgan.com,,Salesforce
235866,, -,,[[Unknown]],jafaryfinance@gmail.com,,
11104914,Inactive Investor,Patrick Fazio,,"Raymond James Financial Services, Inc. Key Largo FL 99101 Overseas Hwy",patrick.fazio@raymondjames.com,,Salesforce
10888720,Inactive Investor,Vincent Davis,,"American Portfolios Financial Services, Inc. Johnson City TN Private Residence",vdavis@americanportfolios.com,,Salesforce
10847364,Inactive Investor,Sean Britt,Financial Planner;Planning Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10773202,Inactive Investor,Robert Fellowes,Sales Manager,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,robert.fellowes@ubs.com,,Salesforce
9585048,,Stephen Nordahl,,,snordahl@gibsondunn.com,,List import
9621228,,girish b,,,gbblockchainer@gmail.com,,List import
116825,,Joseph Pesnell,Senior Wealth Advisor,"Frontier Wealth Management, LLC",joe@frontierwealth.com,314-762-6761,
9603937,,JOHN SONG,,,johnsong@inx.co,,List import
10750204,Inactive Investor,Esther Munoz-Valentin,,PFS Investments Inc. Mayaguez 101 Mendez Vigo W,,,Salesforce
9555329,,Thomas Papa,,,tpapa@oaktrustllc.com,,List import
10771117,Inactive Investor,Mary Vetter,Client Specialist,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,mvetter@rwbaird.com,,Salesforce
244495,,Carlo Bidone,Branch Development,Kovack Financial Network,carlo@kfn.com,954 7824771,Manual List Upload
214523,,Garry Harris,,[Unknown],sirrah@sasktel.net,,
11136194,Inactive Investor,Jacqueline Hughes,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10604465,,Michelle Spindler,Advisor,"Centaurus Financial, Inc.",michelle@starfinc.com,5097891818,List Import
10965923,Inactive Investor,Levi Fewell,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10770546,Inactive Investor,Rocco Vernisi,Financial Advisor;Vice President,Morgan Stanley Conshohocken PA 100 Front St,rocco.vernisi@morganstanley.com,,Salesforce
374491,,Gustavo Ribeiro,,Rye Brook Capital,gustavo@ryebrookcapital.com,,Salesforce
9622260,,Kian kiani,,,kiankk111@gmail.com,,List import
10940538,Inactive Investor,Matthew Therrien,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11174966,Inactive Investor,Alice Chow,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,alice.b.chow@morganstanley.com,,Salesforce
11104921,Inactive Investor,Nena Brackett,Senior Vice President - Investments,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,nena.brackett@ubs.com,,Salesforce
9644917,,Adam Parker,,,adam@centerlakecapital.com,,List import
11023370,Inactive Investor,Oluwakemi Balogun-Victor,,PFS Investments Inc. Pottstown PA 908 N Charlotte St,obalogun-victor@primerica.com,,Salesforce
9639828,,David Van Dam,,,dvandam@haverhillretirement-ma.org,,List import
10898296,Inactive Investor,Robert Sewall,,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",,,Salesforce
10884818,Inactive Investor,Thomas Reynolds,Financial Advisor,LPL Financial LLC Oak Brook IL 1100 Jorie Blvd,tom.reynolds@lpl.com,,Salesforce
10809664,Inactive Investor,Gordon Jahnig,,Cetera Advisor Networks LLC Boca Raton FL 225 NE Mizner Blvd,,,Salesforce
10829235,Inactive Investor,Cary Hearn,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",cary.hearn@ml.com,,Salesforce
11069469,Inactive Investor,Scott Hartgraves,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11122374,Inactive Investor,Bradley Jenks,Financial Advisor,LPL Financial LLC Gurnee IL 4445 Old Grand Ave,brad.jenks@lpl.com,,Salesforce
10873427,Inactive Investor,Jason Ems,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,jay.ems.mp0p@statefarm.com,,Salesforce
8149685,,Ryan Cornell,,,ryan.cornell+test@nomadmktg.com,,Web Form Fillout
237946,, -,,[[Unknown]],clmcavoy@verizon.net,,
11198299,Inactive Investor,Songuifolo Yeo,,J.P. Morgan Securities LLC Oswego NY 204 W 1st St,songuifolo.yeo@jpmorgan.com,,Salesforce
10824224,Inactive Investor,David De Dufour,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Princeton NJ 902 Carnegie Ctr",dedufourd@stifel.com,,Salesforce
9551651,,Chuck Bellingrath,,,chuckerb@gmail.com,,List import
10825483,Inactive Investor,Diane Robinson,Regional Vice President,PFS Investments Inc. Holbrook NY 4250 Veterans Memorial Hwy,diane.robinson@primerica.com,,Salesforce
11115962,Inactive Investor,Edwin Free,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 115 W Washington St",ed.free@wfafinet.com,,Salesforce
10945101,Inactive Investor,Maria Arega,,Emerson Equity LLC Hollister CA Private Residence,marega@emersonequity.com,,Salesforce
10831244,Inactive Investor,Bruce Graham,Chief Executive Officer;Chief Financial Officer;FINOP;President,"B.B. Graham & Company, Inc.",bgraham@bbgraham.com,,Salesforce
10764919,Inactive Investor,Samuel Dowdy,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",chad.dowdy@nm.com,,Salesforce
10821596,Inactive Investor,Brian Graf,Financial Advisor,LPL Financial LLC Plainfield IL 14150 S Rte 30,brian.graf@lpl.com,,Salesforce
168554,,Joseph Hartono,,[Unknown],josephrhartono@gmail.com,,Paid Social
11010950,Inactive Investor,Patrick Elias,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",patrick.elias@nm.com,,Salesforce
10824293,Inactive Investor,Max Hockenberry,Investment Advisor Representative,"Osaic Wealth, Inc. Charlotte NC 10800 Sikes Pl",,,Salesforce
9625583,,H Law,,,hotung2003@hotmail.com,,List import
9547846,,mark king,,,menoso9063@britted.com,,List import
11086820,Inactive Investor,Michael Anslinger,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,michael.anslinger@fidelity.com,,Salesforce
11176359,Inactive Investor,Janine Collins,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
69952,,Michael Mittl,Analyst,Quadrant Private Wealth,mmittl@quadrantpw.com, +1 610 849 2740,
9623590,,John Howell,,,jhowell@jhowell.com,,List import
10766893,Inactive Investor,William Byrne,Assistant Vice President - Wealth Management;Financial Advisor,Morgan Stanley Reading PA 1350 Broadcasting Rd,william.byrne@morganstanley.com,,Salesforce
55916,,Kevin Monaghan,Financial Services Professional,"MML Investors Services, LLC",kmonaghan@massmutual.com,704-620-7713,
10906100,Inactive Investor,Larry Levi,,LPL Financial LLC Llano TX 906 W Young St,larry.levi@lpl.com,,Salesforce
11032249,Inactive Investor,Marcus Robinson,Financial Advisor,Edward Jones Spencer IN 304 W Morgan St,marcus.robinson@edwardjones.com,,Salesforce
10613417,,Sarah Swofford,"Financial Advisor, Vice President",,sarah.swofford@ml.com,,List Import
11089267,Inactive Investor,John Lyle,,Fidelity Brokerage Services LLC,,,Salesforce
10990769,Inactive Investor,Mommna Ali,,J.P. Morgan Securities LLC Brooklyn NY 5136 Kings Plz,mommna.ali@jpmorgan.com,,Salesforce
11145211,Inactive Investor,Robert Brevetti,Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Senior Portfolio Management Direc,Morgan Stanley,robert.brevetti@morganstanley.com,,Salesforce
10808239,Inactive Investor,Stephanie Chang,Manager,"Equitable Advisors, LLC Syracuse NY 100 Madison St",stephanie.chang@equitable.com,,Salesforce
335754,,Michael Bunting,,First Command Advisory Services,michael@linkedin.com,,
11131266,Inactive Investor,Mustafa Raofi,Financial Advisor,"Wells Fargo Clearing Services, LLC Pacific Palisades CA 15240 W Sunset Blvd",mustafa.raofi@wellsfargo.com,,Salesforce
9567665,,ARAVIND SRIKUMAR,,,aravindsrikumar@gmail.com,,List import
10657166,,John Gonsior,,,john.gonsior@fidelity.com,,List Import
10596317,,Chuck Brown,,,chuck.brown@wfadvisors.com,,Web Form Fillout
9546623,,Onyebuchi Usulor,,,usulonyebuchi71@gmail.com,,List import
10811180,Inactive Investor,Gregory Lucchesi,,NYLIFE Securities LLC Naples FL 14505 Indigo Lakes Cir,glucchesi@ft.newyorklife.com,,Salesforce
10841182,Inactive Investor,Richard Sylvester,,Commonwealth Financial Network Ludlow MA 535 East St,,,Salesforce
10659518,,Matthew Harvey,,,m.harvey@prudential.com,,List Import
11083663,Inactive Investor,Thomas Kurowski,,"Raymond James & Associates, Inc. Annapolis MD 2077 Somerville Rd",thomas.kurowski@raymondjames.com,,Salesforce
10793713,Inactive Investor,Robert Souder,Principal,R Gregory Souder,,,Salesforce
9552244,,Steven Ballentine,,,sballentine@ballentine-capital.com,,List import
11008896,Inactive Investor,Angel Betancourt Fernand,,PFS Investments Inc. Miami FL 7955 NW 12th St,angel.betancourtfernandez@primerica.com,,Salesforce
10933135,Inactive Investor,Rachel Kelly,,Edward Jones Sun City Center FL 767 Cortaro Dr,rachel.kelly@edwardjones.com,,Salesforce
11193549,Inactive Investor,John Coble,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",john.coble@wellsfargoadvisors.com,,Salesforce
10858667,Inactive Investor,Joseph McAraw,Senior Wealth Advisor,Principle Wealth,jmcaraw@principlewealthpartners.com,,Salesforce
10858487,Inactive Investor,Zebedee Deitrich,Investment Officer,LPL Financial LLC Saint Joseph MI 500 Renaissance Dr,zeb.deitrich@lpl.com,,Salesforce
10647838,,Michelle Burns,,,mburns@mountaincapital.us,,List Import
11116824,Inactive Investor,Deborah Carey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11027032,Inactive Investor,Mark Marcelo,Client Advisor;Vice President,J.P. Morgan Securities LLC Chula Vista CA 501 H St,mark.marcelo@jpmorgan.com,,Salesforce
11079911,Inactive Investor,Suzana Quirarte,,J.P. Morgan Securities LLC La Puente CA 925 N Hacienda Blvd,suzana.quirarte@jpmorgan.com,,Salesforce
10975137,Inactive Investor,Josef Araujo,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,josef.araujo@primerica.com,,Salesforce
9637169,,Matthew Scanlan,,,mscanlan@kennedycapital.com,,List import
10944577,Inactive Investor,Genevie Osborn,Financial Advisor,LPL Financial LLC Lexington KY 2333 Alexandria Dr,genevie.osborn@lpl.com,,Salesforce
11114698,Inactive Investor,Michael Hickey,Financial Advisor,"Wells Fargo Clearing Services, LLC Mission Viejo CA 27201 Puerta Real",michael.hickey@wellsfargoadvisors.com,,Salesforce
10912835,Inactive Investor,Billy Grissom,Wealth Manager,Merit Financial Advisors Raleigh NC 3100 Smoketree Ct,tgrissom@meritfa.com,,Salesforce
10957805,Inactive Investor,Kelley Braaksma,,"Osaic Wealth, Inc. Carlsbad CA 1902 Wright Pl",,,Salesforce
344469,,Andy Stolz,Financial Analyst,"Stolz & Associates, Ps",andy@stolzassoc.com,253-272-3441,Manual List Upload
10765221,Inactive Investor,Brian English,Account Vice President;Financial Advisor,UBS Financial Services Inc. Red Bank NJ 140 Broad St,brian.english@ubs.com,,Salesforce
9594439,,Drake Grindle,,,dgrindle@savantcapital.com,,List import
10645305,,Brian Byers,,,byers.brian@ntrs.com,,List Import
9604331,,Penny Czarra,,,pennysplants@yahoo.com,,List import
10913502,Inactive Investor,Brent Robertson,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,b.robertson@fi.com,,Salesforce
11048117,Inactive Investor,Christopher Stanphill,Financial Professional,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",,,Salesforce
248910,,Petra Chequer,Managing Partner,Ethos 8,pchequer@ethos8.com,,Manual List Upload
11133703,Inactive Investor,Paul Christensen,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,paul.christensen@primerica.com,,Salesforce
76266,,Michael Huber,"Founder, Managing Member, Portfolio Manager, President, Regulatory Contact","Lavien Advisors, LLC",mhuber@laviengroup.com,212-418-1727,Manual List Upload
10826061,Inactive Investor,John Crook,,"Prospera Financial Services, Inc. Macon GA 3821 Vineville Ave",,,Salesforce
9623419,,Groshkov George,,,george@piixpay.com,,List import
230186,, -,,[[Unknown]],n2nichols@hotmail.com,,
10864118,Inactive Investor,Jason Bear,Chief Compliance Officer;Owner;President,Compass Wealth Management LLC,jason@compasswealthmanagement.com,,Salesforce
211610,,Cyndi Stevenson,State Rep,Florida House,cyndi.stevenson@myfloridahouse.gov,,Content
224142,,Andrew Levin,Credit Analyst,Finisterre Capital LLP,andrew@finisterrecapital.com,1-203-323-7995,Initial Salesforce Import
10910327,Inactive Investor,Jason Bonito,,Citigroup Global Markets Inc. New York NY 2350 Broadway,,,Salesforce
11237279,Inactive Investor,Michael Rashtian,Wealth Advisor,"SteelPeak Wealth, LLC",michael.rashtian@spwm.com,,Salesforce
11199993,Inactive Investor,Myles Danielsen,Equity Strategies;Managing Director;Member,Hall Capital Partners LLC,mdanielsen@hallcapital.com,,Salesforce
11118603,Inactive Investor,Marc Alexander,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 5600 Glenridge Dr",marc.alexander@wfafinet.com,,Salesforce
10955145,Inactive Investor,Alan Zuckerman,,"Western International Securities, Inc. Woodland Hills CA 5900 Canoga Ave",azuckerman@wisdirect.com,,Salesforce
11083167,Inactive Investor,Joseph Dileo,Chief Executive Officer;Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jdileo@financialguide.com,,Salesforce
10613973,,Evan Wuhl,Financial Advisor,,evan.wuhl@wellsfargoadvisors.com,,List Import
374006,,Robert Halliday,,[Unknown],hallidaycontracting@gmail.com,,source
10783177,Inactive Investor,Jeffrey Holler,Chief Compliance Officer;Chief Executive Officer;Founder;President;Regulatory Contact,"The Capital Chart Room, Ltd",jholler@thecapitalchartroom.com,,Salesforce
349415,,Colin Bell,Financial Consultant,Mercer Global Advisors Inc.,cbell@merceradvisors.com,(512) 347-9500,
11033178,Inactive Investor,Dante Piccolo,,Citigroup Global Markets Inc.,,,Salesforce
10883180,Inactive Investor,John Havenar,Investment Advisor,"Hurwitz Associates, Inc.",,,Salesforce
11184762,Inactive Investor,Peter Martinezongay,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,peter.martinez.m08x@statefarm.com,,Salesforce
9587277,,Alan Lancz,,,abl@ablonline.com,,List import
9643192,,Ian Denver Sanchez,,,ian@teamf.dev,,List import
10762048,Inactive Investor,Daniel Price,Complex Manager;Executive Director,Morgan Stanley Richmond VA 901 E Byrd St,dan.price@morganstanley.com,,Salesforce
11266498,,Troy Bolden,,,troysbbq@yahoo.com,,Web Form Fillout
10934395,Inactive Investor,Suzanne Bodlovic,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,suzanne.bodlovic.k7wp@statefarm.com,,Salesforce
11176197,Inactive Investor,Tomas Watson,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,tomas.watson@jpmorgan.com,,Salesforce
370694,,Randall Gerber,,[Unknown],rgerber004@gmail.com,,Google Ad
11046417,Inactive Investor,Stanley Minka,Financial Planner,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
11012557,Inactive Investor,Madison Qualy,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 10805 Sunset Office Dr",madison.qualy@nm.com,,Salesforce
10988955,Inactive Investor,Neriss Ndoutingai,,J.P. Morgan Securities LLC Bronx NY 360 E 149th St,neriss.ndoutingai@jpmorgan.com,,Salesforce
11191515,Inactive Investor,Branch Johnson,Chief Compliance Officer;Owner;President,"Vault Financial, LLC",bjohnson@vaultfinancial.net,,Salesforce
10832958,Inactive Investor,Joshua Delong,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boise ID 800 W Main St",,,Salesforce
238250,,jozef@pavleye.com Pavleje,,[Unknown],jozef@pavleye.com,,
10792758,Inactive Investor,Chloe Schils,Regional Director;Vice President,Morgan Stanley New York NY 1 New York Plz,chloe.stinebiser@morganstanleypwm.com,,Salesforce
10769157,Inactive Investor,Ryan Jacobs,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",ryan.jacobs@nm.com,,Salesforce
10606230,,Kristi Rossy,"Associate Manager, Financial Advisor","Ameriprise Financial Services, LLC",kristi.rossy@ampf.com,631-424-2726,List Import
10838508,Inactive Investor,William Young,,"Brean Capital, LLC Boston MA 1 International Pl",,,Salesforce
11091456,Inactive Investor,Jonathan Shimer,,"Kestra Investment Services, LLC Raleigh NC 8480 Honeycutt Rd",,,Salesforce
10994692,Inactive Investor,Grace Hirshblond,,LPL Financial LLC Marlton NJ Private Residence,grace.hirshblond@lpl.com,,Salesforce
10995179,Inactive Investor,Scott Williams,Portfolio Advisor,Savant Wealth Management,swilliams@savantwealth.com,,Salesforce
10914753,Inactive Investor,Lisa Affolter,Wealth Advisor,LPL Financial LLC Washington IL 106 Eastgate Dr,lisa.affolter@lpl.com,,Salesforce
9611651,,Mike Hunsberger,,,mike@nextmissionfinancialplanning.com,,List import
10823774,Inactive Investor,Trisha Fares,Associate Vice President,Morgan Stanley Andersonville TN Private Residence,,,Salesforce
10488191,,Patrick Manion,Complex Manager,Morgan Stanley,patrick.manion@morganstanley.com,,List Import
10808148,Inactive Investor,James Salter,Chief Compliance Officer;Chief Operating Officer;Co-Founder;Founder;Member,"Blossom Wealth Management, LLC San Ramon CA 2141 N Donovan Way",james@blossomwm.com,,Salesforce
10766445,Inactive Investor,Bee Chee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",bee.l.chee@ml.com,,Salesforce
10801942,Inactive Investor,David Delarosa,,"Ameritas Investment Company, LLC Escondido CA 325 W 3rd Ave",ddelarosa@ameritas.com,,Salesforce
11088816,Inactive Investor,Jamie Vazquez,Personal Banker,"Fifth Third Securities, Inc. Tiffin OH 513 W Market St",jamie.vazquez@53.com,,Salesforce
11069921,Inactive Investor,Christopher Winkler,Founder;Managing Partner;Principal,"Aspirean Wealth, LLC",,,Salesforce
11045418,Inactive Investor,Richard Whippee,,"Bankers Life Securities, Inc. Bridgewater NJ 440 US Hwy 22",richard.whippee@bankerslife.com,,Salesforce
9554971,,Clyde Chandler,,,clyde.chandler@fidelity.com,,
10767284,Inactive Investor,Gregory Martik,President;Principal,Valley Brook Capital Group,gmartik@valleybrookcg.com,,Salesforce
11052758,Inactive Investor,Stephen Cooper,Chief Compliance Officer;Investment Advisor Representative;Owner,Bay Capital,scooper@baycapital.com,,Salesforce
11193340,Inactive Investor,Brian Kashlak,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",brian.kashlak@wellsfargoadvisors.com,,Salesforce
11112970,Inactive Investor,David Labourdette,Financial Advisor,"Wells Fargo Clearing Services, LLC Ithaca NY 2430 N Triphammer Rd",david.j.labourdette@wellsfargoadvisors.com,,Salesforce
10775917,Inactive Investor,Joel McGovern,,"Wells Fargo Clearing Services, LLC Morrisville PA 225 S Main St",joel.mcgovern@wellsfargoadvisors.com,,Salesforce
230468,, -,,[[Unknown]],jacki4242@msn.com,,
11128887,Inactive Investor,Dana Womack,,State Farm VP Management Corp. Murfreesboro TN 805 S Church St,dana.womack.hvck@statefarm.com,,Salesforce
10904424,Inactive Investor,Michael Romano,,"Raymond James Financial Services, Inc.",,,Salesforce
11120206,Inactive Investor,Ao Zhang,,Citigroup Global Markets Inc.,,,Salesforce
10951531,Inactive Investor,Jason Simmons,,"Pruco Securities, LLC. Forest Hill MD 132A Industry Ln",jason.simmons@prudential.com,,Salesforce
10869692,Inactive Investor,Eric Pritz,,"Signature Estate Securities, Inc. Redondo Beach CA 1848 S Elena Ave",,,Salesforce
11110362,Inactive Investor,Daniel Wright,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Skaneateles NY 36 Jordan St",,,Salesforce
9598666,,David Murphy,,,david@murphyadvisors.com,,List import
10644450,,Matthew Serrano,,,matthew.serrano@nm.com,,List Import
9623734,,dahjdaskj jdakhsdka,,,jdhaskjdh@gmail.com,,List import
9590814,,Shangze Li,,,shangze.li@gmail.com,,List import
10967481,Inactive Investor,Joshua Williams,,Fidelity Brokerage Services LLC,,,Salesforce
9637298,,Scott Chipolina,,,scott.chipolina@ft.com,,List import
10795295,Inactive Investor,Sean Patikas-Hunter,Financial Advisor,LPL Financial LLC El Segundo CA 2100 Park Pl,sean.hunter@lpl.com,,Salesforce
11101991,Inactive Investor,Tracy Kramer,,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",,,Salesforce
9605386,,Rosemarie Kane,,,rose.kane@glenmede.com,,List import
10901070,Inactive Investor,Travis Beck,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,,,Salesforce
232962,, -,,[[Unknown]],marciaperkins180@gmail.com,,
11109849,Inactive Investor,David Rodgers,Financial Advisor,LPL Financial LLC Broomall PA 780 Park Way,d.rodgers@lpl.com,,Salesforce
11115233,Inactive Investor,Cassius Williams,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,cassius.williams.gbxx@statefarm.com,,Salesforce
10812120,Inactive Investor,Steven Ross,Wealth Advisor,LPL Financial LLC Doylestown PA 4381 W Swamp Rd,,,Salesforce
10881903,Inactive Investor,Daniel Cantu,,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",,,Salesforce
10813715,Inactive Investor,Gregory Williams,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",gregory.williams@raymondjames.com,,Salesforce
11047146,Inactive Investor,Jason Topor,Chief Compliance Officer,"Klein Pavlis & Peasley Financial, Inc. Dana Point CA 34232 Pacific Coast Hwy",jtopor@kppfinancial.com,,Salesforce
9632033,,Javier Roig,,,javyerrm@gmail.com,,List import
11103346,Inactive Investor,Joseph Armstrong,,GWN Securities Inc. Houston TX 1200 Post Oak Blvd,jarmstrong@gwnsecurities.com,,Salesforce
11005178,Inactive Investor,Joshua Avina,Financial Advisor,Edward Jones Eden NC 621 Monroe St,joshua.avina@edwardjones.com,,Salesforce
11011248,Inactive Investor,Peter Romaniw,,"MML Investors Services, LLC",promaniw@massmutual.com,,Salesforce
11029047,Inactive Investor,Frederick Lane,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,Lane Generational LLC,fred@lanegenerational.com,,Salesforce
107503,,John Dentice,,Denman Income Limited,john.dentice@gmail.com,212364723,
10948987,Inactive Investor,Kristiana Daniels,Regulatory Contact;Wealth Advisor,"Summit Wealth Partners, LLC Naples FL 999 Vanderbilt Beach Rd",kdaniels@mysummitwealth.com,,Salesforce
10765620,Inactive Investor,Brett Thompson,First Vice President - Investments,"Raymond James & Associates, Inc. Tallahassee FL 2065 Thomasville Rd",brett.thompson@raymondjames.com,,Salesforce
9567206,,Charles Strano,,,cstrano@fscadvisor.com,,List import
10819982,Inactive Investor,Donna Hunt,President,DJ Hunt Private Client Group Penngrove CA 520 Palm Ave,donna@djhuntcfp.com,,Salesforce
11108968,Inactive Investor,Tamara Richwine,Chief Compliance Officer;Chief Financial Officer;Director;Principal,"Cornerstone Management, Inc.",tamara@cornerstonemgt.net,,Salesforce
10790660,Inactive Investor,Justin Low,Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,justin.low@ubs.com,,Salesforce
10964572,Inactive Investor,Amanda Dowd,,"Raymond James Financial Services, Inc. Lincoln NE 8555 Executive Woods Dr",amanda.dowd@raymondjames.com,,Salesforce
338887,,Melanie Callahan,Business Manager,"Shankervalleau Wealth Advisors, Inc.",mocallahan@shankervalleau.com,847-475-2900,Manual List Upload
3086790,,Alisha Holmberg,,Investor,alishaholmberg4699@gmail.com,16089639202,
10854172,Inactive Investor,Austin Mims,Financial Advisor,Edward Jones Medina OH 4975 Foote Rd,austin.mims@edwardjones.com,,Salesforce
11044723,Inactive Investor,Stephen Izzi,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11220445,,Debra Doe-Gonzalez,,,debra.doe@gs.com,,Other
11011039,Inactive Investor,Matthew Loftis,,"American Fidelity Securities, Inc.",matthew.loftis@americanfidelity.com,,Salesforce
10781589,Inactive Investor,David Natola,Wealth Management Associate,Morgan Stanley Boston MA 28 State St,david.natola@morganstanley.com,,Salesforce
9646497,,Dominick Keenaghan,,,dominickjkeenaghan@yahoo.co.uk,,List import
9642907,,H Artis,,,pat.artis@gmail.com,,List import
10863524,Inactive Investor,Dalton Brown,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10907332,Inactive Investor,Luke Nolan,Financial Advisor;Registered Principal,"Ameriprise Financial Services, LLC Howell MI 1600 Town Commons Dr",luke.l.nolan@ampf.com,,Salesforce
11200154,Inactive Investor,Stacy Allen,Financial Advisor,Edward Jones Seguin TX 116 S Moss St,stacy.allen@edwardjones.com,,Salesforce
10968111,Inactive Investor,Madison Nearn,Financial Planning Specialist,"Ameriprise Financial Services, LLC Fresno CA 7433 N 1st St",madison.nearn@ampf.com,,Salesforce
9562940,,Bruce Doner,,,bruce.doner@securitiesamerica.com,,List import
10812080,Inactive Investor,John Breneman,,LPL Financial LLC Ballwin MO 13611 Barrett Office Dr,john.breneman@lpl.com,,Salesforce
9643804,,Aurelie Barthere,,,aureliebarthere@gmail.com,,List import
9611704,,Santiago Diaz,,,diazllanes@gmail.com,,List import
9614084,,Milu Manghat,,,milumanghat@gmail.com,,List import
11065076,Inactive Investor,Daniel Schumann,Compliance Lead,"U.S. Bancorp Investments, Inc.",,,Salesforce
9603652,,Jennifer DeSanto,,,jdesanto@lfcu.com,,List import
9569285,,Stanley Nagorski,,,stann@efsadvisors.com,,List import
10997324,Inactive Investor,Dajah-Cherise Mitchell,Financial Solutions Advisor,J.P. Morgan Securities LLC Decatur GA 3642 Flakes Mill Rd,cherise.mitchell@jpmorgan.com,,Salesforce
10876279,Inactive Investor,Robert Yurgalewicz,Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,robert.yurgalewicz@pnc.com,,Salesforce
10988722,Inactive Investor,Zachary Hess,,"Principal Securities, Inc.",hess.zach@principal.com,,Salesforce
11178101,Inactive Investor,Carina Atoyan,Senior Registered Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,carina.atoyan@morganstanley.com,,Salesforce
11211896,Inactive Investor,Charlene Devargas,Manager,"Ameriprise Financial Services, LLC Mobile AL 4332 Boulevard Park S",charlene.devargas@ampf.com,,Salesforce
9579340,,Alexander Kern,,,alexkern14@gmail.com,,List import
11075458,Inactive Investor,Adam Wishard,Advisor;Co-Chief Investment Officer;Financial Advisor;Financial Planner;Shareholder,"First Pacific Financial, Inc. Portland OR 811 SW 6th Ave",adam@fp-financial.com,,Salesforce
11087005,Inactive Investor,Isaac Taylor,Financial Consultant,Thrivent Investment Management Inc. Arcadia CA 444 E Huntington Dr,isaac.taylor@thrivent.com,,Salesforce
11088233,Inactive Investor,Wesley Simpson,,"Fifth Third Securities, Inc. Louisville KY 401 S 4th St",wesley.simpson@53.com,,Salesforce
11067303,Inactive Investor,Christopher Semans,,State Farm VP Management Corp. Lady Lake FL 122 N Old Dixie Hwy,chris.semans.h0pe@statefarm.com,,Salesforce
10978054,Inactive Investor,Nicholas Escoto,,William Blair New York NY 1166 Avenue of the Americas,nescoto@williamblair.com,,Salesforce
10796461,Inactive Investor,Jeremy Hall,Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,jhall@rwbaird.com,,Salesforce
11055133,Inactive Investor,Joseph Rost,,"HighTower Securities, LLC",jrost@hightoweradvisors.com,,Salesforce
10984131,Inactive Investor,John Danzer,Investment Advisor,"Cadaret, Grant & Co., Inc. Franklin PA 1261 Elk St",,,Salesforce
10866093,Inactive Investor,Sean Devins,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,sean.devins.lnmh@statefarm.com,,Salesforce
11031106,Inactive Investor,Maria Massimino,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11090390,Inactive Investor,Taylar Moon,Investment Advisor,Fisher Investments,,,Salesforce
11050906,Inactive Investor,David Spano,Chief Executive Officer;President;Regulatory Contact,"Annex Wealth Management, LLC",dspano@annexwealth.com,,Salesforce
10906489,Inactive Investor,Nadim Quaiser,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2099 Broadway,nadim.quaiser@jpmorgan.com,,Salesforce
10942694,Inactive Investor,John Wilcox,Registered Principal,"Centaurus Financial, Inc. Columbia SC Private Residence",jwilcox@cfiemail.com,,Salesforce
10992004,Inactive Investor,Kenneth Brace,,"NewEdge Securities, Inc. Greenville SC 124 Verdae Blvd",,,Salesforce
9617822,,Kevyn Kling,,,kjk@agmancapital.com,,List import
11087739,Inactive Investor,Robert Dziuba,,Vanguard Marketing Corporation,robert_dziuba@vanguard.com,,Salesforce
11173347,Inactive Investor,Debra Wallach,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",,,Salesforce
10953974,Inactive Investor,Matthew Stellick,,"RBC Capital Markets, LLC",,,Salesforce
10966494,Inactive Investor,Michael Conway,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",mdconway@firstcommand.com,,Salesforce
10807316,Inactive Investor,Michael Lupia,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,michael.lupia@morganstanley.com,,Salesforce
11004896,Inactive Investor,Jessica Costa,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 80 SW 8th St,jessica.costa@saswealth.com,,Salesforce
10785522,Inactive Investor,Tara Johnson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Columbus OH 277 W Nationwide Blvd",tara.johnson@schwab.com,,Salesforce
10619796,,David Snyder,,,dsnyder@vivaldicap.com,,List Import
11104698,Inactive Investor,Montgomery Kroger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11043422,Inactive Investor,Katherine Forrester,,PFS Investments Inc. Fresno CA 1535 E Shaw Ave,kforrester.9prvc@primerica.com,,Salesforce
11104599,Inactive Investor,Christopher Boyer,Investment Advisor,PNC Investments San Antonio TX Private Residence,christopher.boyer@pnc.com,,Salesforce
10782264,Inactive Investor,Nicholas Davy,,"Truist Investment Services, Inc. New York NY 50 Hudson Yards",nicholas.davy@truist.com,,Salesforce
11073124,Inactive Investor,Paul Mardoian,Senior Vice President;Wealth Advisor,"Fairhaven Wealth Management, LLC Glenview IL 600 Echo Ln",,,Salesforce
10644559,,William Claus,,,bclaus@ziegler.com,,List Import
10860095,Inactive Investor,Craig Olson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11013758,Inactive Investor,Dillan Blake,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10761349,Inactive Investor,Walter Fister,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director,Morgan Stanley Lexington KY 444 E Main St,w.morgan.fister@morganstanley.com,,Salesforce
10968184,Inactive Investor,Kevin Schwartz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10803419,Inactive Investor,Jack Herndon,Executive Vice President - Securities;Financial Planner,"Thoroughbred Financial Services, LLC",jherndon@thoroughbredfinancial.com,,Salesforce
11147038,Inactive Investor,Amber Thompson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6101 S Broadway Ave",,,Salesforce
10859396,Inactive Investor,Edmund Crawford,Financial Planner;Investment Advisor;Managing Principal,"Crawford Advisory Group, LLC Austin TX 12708 Riata Vista Cir",logan@crawfordadvisory.com,,Salesforce
10905415,Inactive Investor,Crystal Bain,Financial Professional,LPL Financial LLC Canton MI 45505 Michigan Ave,crystal.bain@lpl.com,,Salesforce
9618360,,David Iben,,,diben@kopernikglobal.com,,List import
333835,,Liz Skourtes,,Hyas Group,lskourtes@hyasgroup.com,971-634-1500,Manual List Upload
9558066,,Elyas Momeni,,,elyas_snow2000@yahoo.com,,List import
11159610,Inactive Investor,Erik Olsen,,NYLIFE Securities LLC Valley Cottage NY 491 Kings Hwy,eolsen@ft.newyorklife.com,,Salesforce
9597205,,Stephen Senesac,,,ssenesac@forumfin.com,,List import
10896252,Inactive Investor,Chuck Wong,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",chuck.wong@wellsfargoadvisors.com,,Salesforce
10872386,Inactive Investor,Daniel Demartin,,State Farm VP Management Corp. Lansing MI 2515 E Jolly Rd,dan.demartin.6qq3@statefarm.com,,Salesforce
10614242,,Anthony Palumbo,"Financial Advisor, Vice President - Investments",,tony.palumbo@wellsfargo.com,,List Import
10765039,Inactive Investor,Craig Platt,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Snowmass CO Private Residence,craig.platt@opco.com,,Salesforce
10992448,Inactive Investor,Edouard Libessart,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",edouard.m.libessart@nm.com,,Salesforce
11084508,Inactive Investor,Scarlett Chapman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Statesville NC 111 Westbrook Ln",scarlett.chapman@ml.com,,Salesforce
221484,,Kelli Meador,,[Unknown],kellimeador@gmail.com,,Direct
10904207,Inactive Investor,Daniel Warren,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",,,Salesforce
11071138,Inactive Investor,Charles Sonnenblick,,LPL Financial LLC Spring Hill FL Private Residence,c.sonnenblick@lpl.com,,Salesforce
11103255,Inactive Investor,Cole Miller,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",cole.miller@schwab.com,,Salesforce
9598297,,Gary Levenstein,,,glevenstein@jsmco.com,,List import
11071180,Inactive Investor,Randall Hartzel,,GWN Securities Inc. Wayne PA 940 W Valley Rd,rhartzel@gwnsecurities.com,,Salesforce
812,,,,,nickjackson@250okcorp.com,,
11230804,Inactive Investor,Rhonda Bagley,,LPL Financial LLC Longview TX 222 N Fredonia St,rhonda.bagley@lpl.com,,Salesforce
10939241,Inactive Investor,Verlaine Macclements,Consultant,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",macclements.verlaine@principal.com,,Salesforce
11039729,Inactive Investor,Christine Lind,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated,clind@rwbaird.com,,Salesforce
11109958,Inactive Investor,Aaron Haugland,Financial Advisor,LPL Financial LLC Littleton CO 5944 S Kipling Pkwy,aaron.haugland@lpl.com,,Salesforce
11064402,Inactive Investor,Donald Bateman,Private Wealth Advisor,WealthSource Knoxville TN 10641 Deerbrook Dr,,,Salesforce
9556205,,Marco Castro,,,neuromarc@verizon.net,,List import
240510,,Michael Casciano,Head of Model Strategy and Portfolio Consulting (Principal),Evo (ex-Principal),mike@evo-wealth.com,,Event
10991913,Inactive Investor,Taylor Racer,,"Raymond James & Associates, Inc. Charlotte NC 2115 Rexford Rd",taylor.racer@raymondjames.com,,Salesforce
10970855,Inactive Investor,Stefania Buffalo,,"Farmers Financial Solutions, LLC Westlake Village CA 2625 Townsgate Rd",sbuffalo@farmersagent.com,,Salesforce
11030813,Inactive Investor,James Powell,,"Raymond James Financial Services, Inc. Charlotte NC 5960 Fairview Rd",jim.powell@raymondjames.com,,Salesforce
11058961,Inactive Investor,Angela Clardy,Director,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,angela.clardy@citigroup.com,,Salesforce
10614318,,Mitchell Coopersmith,Financial Advisor,,mitchell_coopersmith@glic.com,,List Import
5247145,,Tej Dhakal,,,dhakalsathi@icloud.com,,Web Form Fillout
10992804,Inactive Investor,Timothy Dukeman,Financial Advisor,Teeple Snyder Newsome Wealth Management,,,Salesforce
10829145,Inactive Investor,Daniel Tai,Managing Director,J.P. Morgan Securities LLC New York NY 176 Canal St,daniel.l.tai@jpmorgan.com,,Salesforce
11065721,Inactive Investor,Karl Schiefer,Financial Advisor;Vice President,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,karl.schiefer@morganstanley.com,,Salesforce
11116455,Inactive Investor,Giselle Rodriguez,,"Wells Fargo Clearing Services, LLC Lemoore CA 301 W D St",,,Salesforce
11233583,Inactive Investor,Paul Mithouard,,Citigroup Global Markets Inc.,,,Salesforce
11023376,Inactive Investor,Dustin Watts,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",dustin.watts@nm.com,,Salesforce
9615646,,David Leslie,,,dleslie0@hotmail.com,,List import
10787803,Inactive Investor,Steve Lairmore,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",steve.lairmore@mutualofomaha.com,,Salesforce
205451,,Ryan Braun,,[Unknown],rbraun7@aol.com,,
11219058,,Christopher Hicks,,,chicks@palousecap.com,,Other
9639464,,Bryan Smith,,,bryan.smith@blackrock.com,,List import
9589668,,Tracy Lasecke,,,tracy@laseckeweil.com,,List import
11020589,Inactive Investor,Tyler Wong,Chief Compliance Officer;Managing Member,Hyperion Wealth Management LLC,,,Salesforce
10874419,Inactive Investor,Stephen Farrar,Chief Compliance Officer;Financial Planner;Managing Member,"FG&G Financial Services, LLC",steve@farrargatesgreen.com,,Salesforce
11037392,Inactive Investor,Neil Blitz,,"Cambridge Investment Research, Inc. Huntington Station NY 720 E Jericho Tpke",,,Salesforce
11232713,Inactive Investor,Marcus Rick,,Cetera Investment Services LLC,,,Salesforce
346746,,Christopher Payne,Shareholder,Ponder Investment Co,cpayne@ponderco.com,615-690-5541,Manual List Upload
11139895,Inactive Investor,Dalia Beckman,,PFS Investments Inc. Edison NJ 2015 State Rte 27,dbeckman@primerica.com,,Salesforce
9630187,,Justin Carolina,,,justincarolina8@gmail.com,,List import
210904,,Adarsh Viswanathan,,[Unknown],vadarsh@gmail.com,,
216548,,Keith Fredrickson,,Merrill,keith_fredrickson@ml.com,,Event
10793764,Inactive Investor,Michael Vergari,Financial Advisor,Janney Montgomery Scott LLC Hazleton PA 631 Airport Rd,mvergari@janney.com,,Salesforce
3285728,,Nigel Out,,,nigelout1995@hotmail.com,,Web Form Fillout
10900494,Inactive Investor,Zachary Perigo,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
10956341,Inactive Investor,Tyler Glassman,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10852948,Inactive Investor,Peter Leddy,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,peter_leddy@glic.com,,Salesforce
11144255,Inactive Investor,Martin Longoria,,PFS Investments Inc. San Antonio TX 911 Isom Rd,martin.longoria@primerica.com,,Salesforce
11074384,Inactive Investor,Wayne Wagner,,WealthPlan Investment Management LLC Wilmington DE 1020 W 18th St,,,Salesforce
10950820,Inactive Investor,Sierra Argyle,Senior Vice President;Senior Wealth Manager,Lido Chicago IL 20 N Clark St,sargyle@lidoadvisors.com,,Salesforce
232673,, -,,[Unknown],fcsibauste@yahoo.com,,
10929334,Inactive Investor,David Hood,Financial Advisor;Managing Director,"Wells Fargo Advisors Financial Network, LLC Greenville NC 498A Red Banks Rd",david.hood@wellsfargoadvisors.com,,Salesforce
9541063,,Jeff Jarnes,,,jj@fortunefin.com,,List import
11027860,Inactive Investor,Ryan Stromsborg,,"M Holdings Securities, Inc. Culver City CA 600 Corporate Pointe",,,Salesforce
11119505,Inactive Investor,Robert Dominik,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Cerritos CA 18712 Gridley Rd",robert.dominik@wellsfargo.com,,Salesforce
11176365,Inactive Investor,Jacob Alger,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jacob.alger@fmr.com,,Salesforce
11043477,Inactive Investor,Nicholas De Oleo,,Vanguard Marketing Corporation,nicholas_de-oleo@vanguard.com,,Salesforce
10807630,Inactive Investor,Michael Richard,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Providence RI 1 Financial Plz,michael.p.richard@morganstanley.com,,Salesforce
11107511,Inactive Investor,Mitchell Owen,Financial Advisor;Retirement Planner,Cornerstone Planning Group Wyncote PA 400 Greenwood Ave,mitchell@cspgllc.com,,Salesforce
10645461,,Jonathan Ho,,,jho@williamblair.com,,List Import
11138114,Inactive Investor,Michael Emmert,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.emmert@fidelity.com,,Salesforce
10894392,Inactive Investor,Andrea Mataloni,Client Service Associate,Morgan Stanley Sioux Falls SD 300 Cherapa Pl,,,Salesforce
10957188,Inactive Investor,Donstan Portell,,"M Holdings Securities, Inc. Highland IL 1007 Broadway",,,Salesforce
11119742,Inactive Investor,Elizabeth Micheletty,,Edward Jones Boise ID 11588 W Fairview Ave,,,Salesforce
10754245,Inactive Investor,Sandy Perez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",sandy.s.perez@ml.com,,Salesforce
9586786,,Eric Bishop,,,ebishop@royalaa.com,,List import
10833660,Inactive Investor,Patrick Randall,,"MML Investors Services, LLC Tulsa OK 8282 S Memorial Dr",patrickrandall@financialguide.com,,Salesforce
11219392,,Michael Ciccarelli,,,michael.ciccarelli@ml.com,,Other
10957792,Inactive Investor,Mark Fink,Financial Advisor;Financial Consultant;Senior Vice President,"Ameriprise Financial Services, LLC Grand Rapids MI 99 Monroe Ave NW",,,Salesforce
11100935,Inactive Investor,Annie Wakayama,Senior Portfolio Management Director,Morgan Stanley San Jose CA 225 W Santa Clara St,annie.wakayama@morganstanley.com,,Salesforce
10793481,Inactive Investor,Brack Smith,Financial Advisor,Edward Jones Anderson SC 120 Scenic Rd,kirk.smith@edwardjones.com,,Salesforce
11131436,Inactive Investor,Scott Lowder,,Cetera Advisor Networks LLC Bethesda MD 6720B Rockledge Dr,,,Salesforce
11266037,Inactive Investor,Bacdau Nguyen,,FIDELITY ROTH IRA BACDAU NGUYEN - ROTH INDIVIDUAL RETIREMENT ACCOUNT - FMTC CUSTODIAN,,,Salesforce
10991905,Inactive Investor,Allison Sobczak,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",,,Salesforce
11076544,Inactive Investor,Joseph Guenot,,"CFD Investments, Inc. Julian PA Private Residence",joseph.guenot@cfdinvestments.com,,Salesforce
11096638,Inactive Investor,John Burns,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,john.burns@fidelity.com,,Salesforce
11231532,Inactive Investor,Corban Lethcoe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 1020 Marsh St",,,Salesforce
9583119,,Jim Orum,,,starbar@earhlink.net,,List import
9578601,,edward kovary,,,kovare@aol.com,,List import
10924366,Inactive Investor,Brad Berkowitz,,"MML Investors Services, LLC Boca Raton FL 3010 N Military Trl",bradberkowitz@financialguide.com,,Salesforce
9591053,,Rishi ramnani,,,rishi_ramnani@hotmail.com,,List import
11211097,Inactive Investor,William Bandel,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",bill.w.bandel@wellsfargoadvisors.com,,Salesforce
9573162,,Paul Doran,,,pdoran@elcomanagement.com,,List import
10614580,,Jeffrey Smulevitz,"Executive Financial Services Director, Financial Advisor, Workplace Advisor - Equity Compensation",,jeff.smulevitz@morganstanley.com,,List Import
11169187,Inactive Investor,Paul Hart,Financial Advisor,Edward Jones Grants Pass OR 162 NE Beacon Dr,paul.hart@edwardjones.com,,Salesforce
9577508,,Sergei Izrailev,,,sizrailev@gmail.com,,List import
10974394,Inactive Investor,Mark Siegman,,"Saybrus Equity Services, LLC Canonsburg PA Private Residence",msiegman@saybruspartners.com,,Salesforce
11176492,Inactive Investor,Travis Pratt,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 17040 Pilkington Rd",travis.g.pratt@ampf.com,,Salesforce
10926348,Inactive Investor,Amina Qadri,,J.P. Morgan Securities LLC Manhattan Beach CA 1727 Artesia Blvd,amina.qadri@jpmorgan.com,,Salesforce
9588745,,John Brickhouse,,,jbrickhouse@dhhill.com,,List import
337127,,Corrado Russo,Director,Hazelview Securities Inc.,crusso@timbercreek.com,188-894-98439,Manual List Upload
10764292,Inactive Investor,Susan Graybeal,,"Sanctuary Securities, Inc.",sgraybeal@sanctuarywealth.com,,Salesforce
10757338,Inactive Investor,Paul Conklin,Executive Director;Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,paul.conklin@morganstanley.com,,Salesforce
10865436,Inactive Investor,Alfonso Borrero,Chief Compliance Officer;Managing Member,"Borrero Investment Management, LLC",,,Salesforce
10974362,Inactive Investor,Edward Landry,,Cetera Advisor Networks LLC Metairie LA 3445 N Causeway Blvd,,,Salesforce
11072038,Inactive Investor,Wes Conner,Financial Advisor,"Ameriprise Financial Services, LLC Asheville NC 1 Oak St",wes.z.conner@ampf.com,,Salesforce
11127833,Inactive Investor,Nicole Mckelvey,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",nicole.r.mckelvey@ampf.com,,Salesforce
9639087,,Daniel O'Grady,,,do2819@att.com,,List import
11160205,Inactive Investor,Mary Wheeler,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",,,Salesforce
10489757,,Pragya Acharya,"Financial Advisor, Vice President",Morgan Stanley Plano TX 7500 Dallas Pkwy,pragya.acharya@morganstanley.com,972-943-7229,List Import
10903022,Inactive Investor,Phillip Tyler,,"Allstate Financial Services, LLC Oswego NY 27 Gregory St",philliptyler@allstate.com,,Salesforce
1895813,,9679384855 Asrafulmillcj,,,asraful@email.cmi,,
10914218,Inactive Investor,Marion Hebert,Branch Manager;Chief Compliance Officer,The Salvetti Group,marion@thesalvettigroup.com,,Salesforce
11174812,Inactive Investor,Jonathan Aaron,,Jefferies LLC,,,Salesforce
11153578,Inactive Investor,Tod Lebeda,Private Client Advisor,J.P. Morgan Securities LLC Bradenton FL 5312 Cortez Rd W,tod.lebeda@jpmorgan.com,,Salesforce
11074541,Inactive Investor,Lisa Dale,Financial Advisor;Wealth Advisor,LPL Financial LLC Portsmouth NH 75 Portsmouth Blvd,lisa.dale@lpl.com,,Salesforce
10865429,Inactive Investor,Gregory Mikolajczak,Financial Advisor;Vice President,Lincoln Investment Marlton NJ 10000 Sagemore Dr,gmikolajczak@lincolninvestment.com,,Salesforce
10804227,Inactive Investor,Christopher Johnston,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Madison MS 124 1 Madison Plz",christopher.johnston@nm.com,,Salesforce
11048175,Inactive Investor,Michael Walker,,Key Investment Services LLC Buffalo NY 5200 Main St,michael.walker@key.com,,Salesforce
11090780,Inactive Investor,William Perry,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",t_perry@ml.com,,Salesforce
10869145,Inactive Investor,Tiffany Tippins,Financial Planner;Investment Advisor;Owner,Impactful Wealth Solutions,tiffany@impactfulsolutionsgroup.com,,Salesforce
9635373,,Olga Krivulin,,,okrivulin@shufrorose.com,,List import
207728,,Piotr Rosik,,[Unknown],piotr.rosik@gmail.com,,
11158475,Inactive Investor,Michael Themm,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",michael.themm@hantzgroup.com,,Salesforce
11002868,Inactive Investor,Joshua Spear,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,,,Salesforce
9575255,,Thomas Malkoch,,,tom.malkoch@voya.com,,List import
10822628,Inactive Investor,James Hurley,,Cetera Advisor Networks LLC Grants Pass OR 1541 NE F St,james.hurley@ceterawealth.com,,Salesforce
11109090,Inactive Investor,Tiffany McCall,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tiffany_mccall@vanguard.com,,Salesforce
11004232,Inactive Investor,Morgan Tanski,Financial Advisor,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",morgan.tanski@equitable.com,,Salesforce
11041942,Inactive Investor,Cameron Schloss,,J.P. Morgan Securities LLC Inglewood CA 11344 Crenshaw Blvd,cameron.schloss@jpmorgan.com,,Salesforce
108689,,John Hessenbruch,,Hessenbruch Energy Assoicates,johnhess21@yahoo.com,,
11054034,Inactive Investor,Christopher Congema,Managing Member;Principal,"Landmark Wealth Management, LLC",chris@landmarkwealthmgmt.com,,Salesforce
10971105,Inactive Investor,Joseph Hiefield,,SC&H Capital Corporation,,,Salesforce
10967127,Inactive Investor,Crystal Brijbasu,,"Charles Schwab & Co., Inc. Orlando FL 70 S Keller Rd",,,Salesforce
10990888,Inactive Investor,Cynthia Skilton,,NYLIFE Securities LLC Joppa MD Private Residence,cskiilton@ft.newyorklife.com,,Salesforce
10873701,Inactive Investor,Jason Sidell,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Saint Charles IL 575 S Randall Rd,jason.p.sidell@jpmorgan.com,,Salesforce
11239109,,Mark Lillis,,,mlillis@usedc.com,,Salesforce
9584243,,Mark Franklin,,,mark.franklin@emso.com,,List import
10892985,Inactive Investor,Mariel Glez,Registered Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9621572,,Nate Dewhurst,,,nathan.dewhurst@boxerpacific.com,,List import
9643956,,Jomy Nangani,,,jomy.nangani@gmail.com,,List import
11003857,Inactive Investor,Tyler Collier,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,tmcollier01@ft.newyorklife.com,,Salesforce
244548,,Andrew Powers,Business Partner,MAI Capital Management,andrew.powers@mai.capital,12169204910,Manual List Upload
84907,,Matt Magan,Principal,"Spp Management Services, Llc",mmagan@summitparkllc.com,704-654-3400,Manual List Upload
11229323,Inactive Investor,Isabella Smith,,William Blair,,,Salesforce
10954164,Inactive Investor,Christian Segura,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
225585,, -,,[[Unknown]],muthraapaycoinprivatelimited@gmail.com,,Initial Salesforce Import
11172446,Inactive Investor,Nicole Kettenbrink,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Saint Louis MO 231 S Bemiston Ave",nkettenbrink@tiaa.org,,Salesforce
11052027,Inactive Investor,Domenico Sciulli,Private Client Banker,J.P. Morgan Securities LLC Sewickley PA 431 Broad St,domenico.sciulli@jpmorgan.com,,Salesforce
10953430,Inactive Investor,Thomas Mchugh,Portfolio Manager;Wealth Advisor,"Independence Square Holdings, LLC",tjmchugh@indsquare.com,,Salesforce
11155165,Inactive Investor,Brian Kelso,,"Cambridge Investment Research, Inc. Kalona IA 208 5th St",,,Salesforce
11283575,,Deborah Upshaw,,,deborahupshaw@smykwb.com,,Web Form Fillout
10853073,Inactive Investor,Mary Contreras,,State Farm VP Management Corp. Tempe AZ 2145 E Warner Rd,mary.contreras.gpdf@statefarm.com,,Salesforce
11156451,Inactive Investor,Eric Carlson,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,eric.carlson@gs.com,,Salesforce
9548938,,Brent Kopp,Senior Director,S&P Dow Jones Indices,brent.kopp@spglobal.com,,List import
10812942,Inactive Investor,Michael Rowan,,Huntleigh Securities Corporation,mrowan@hntlgh.com,,Salesforce
10785762,Inactive Investor,Eric Greenberg,Executive Director,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,eric.i.greenberg@jpmorgan.com,,Salesforce
339702,,Craig Thompson,Partner,Trinity Street Asset Management Llp,ct@trinitystreetam.com, -4959273,Manual List Upload
11095354,Inactive Investor,Renata Schindler,,"Osaic Institutions, Inc. Watertown MA 60 Main St",rschindler@infinexgroup.com,,Salesforce
11152511,Inactive Investor,Christian Chukwuma,,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
10921441,Inactive Investor,Todd Allam,,"Equitable Advisors, LLC Utica MI 49206 Van Dyke Ave",todd.allam@equitable.com,,Salesforce
9643688,,Eddison Bridgeman,,,eddison39@yahoo.com,,List import
9614071,,Chris Schmidt,,,chris.schmidt01@gmail.com,,List import
10841334,Inactive Investor,Joshua Angell,Chief Compliance Officer;Chief Investment Officer;Chief Operating Officer;Manager;Managing Member;Partner,"Poinciana Advisors Group, LLC",josh@poincianagroup.com,,Salesforce
10836118,Inactive Investor,Connor Campbell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",connor.campbell@ml.com,,Salesforce
11129795,Inactive Investor,David Aynes,Financial Advisor,Edward Jones Avon IN 7382 Business Center Dr,david.aynes@edwardjones.com,,Salesforce
9597052,,Paul Fletcher,,,paul.fletcher@credit-suisse.com,,List import
10792765,Inactive Investor,Charles Richardson,,Cetera Advisor Networks LLC Nesconset NY 207 Smithtown Blvd,richardsonc@ceteranetworks.com,,Salesforce
11006317,Inactive Investor,Gregory Smithson,Financial Advisor;Vice President,Morgan Stanley Wichita Falls TX 3728 Maplewood Ave,gregory.smithson@morganstanley.com,,Salesforce
11165142,Inactive Investor,Carlos Aponte,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",carlos.r.aponte@bofa.com,,Salesforce
9647739,,Chester Graves,,,bbeachbbucks@cox.net,,List import
11206427,Inactive Investor,Sovannaroth Yoeum,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11098363,Inactive Investor,Kenneth Cullipher,,"Cambridge Investment Research, Inc. Charlotte NC Private Residence",k.cullipher@cambridgesecure.com,,Salesforce
9541190,,Peter Lugodemenkini,,,p.lugodemenkini@transamerica.com,,List import
11132326,Inactive Investor,Ryan Alessi,Associate Vice President;Financial Advisor;Senior Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley San Francisco CA 101 California St,ryan.alessi@morganstanley.com,,Salesforce
199000,,Trell Taddeo,,[Unknown],trelltaddeo@gmail.com,,source
11013947,Inactive Investor,Wendy Ramirez,,J.P. Morgan Securities LLC Greeley CO 822 7th St,wendy.ramirez@jpmorgan.com,,Salesforce
11139680,Inactive Investor,William Grant,Financial Advisor,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",william.grant@ampf.com,,Salesforce
10764036,Inactive Investor,Suzette Druzik,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,suzette.druzik@opco.com,,Salesforce
146165,,Andrew Sudbury,,[Unknown],sudbury+coindesk@gmail.com,,Event
10846098,Inactive Investor,Charles Berryhill,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 124 Hendersonville Rd",charles.buck.berryhill@ml.com,,Salesforce
10962633,Inactive Investor,Brad Schaeffer,Accountant;Financial Advisor;Owner,"Schaeffer Financial & Tax, LLC",,,Salesforce
10785212,Inactive Investor,Paul Banta,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,paul.banta@fidelity.com,,Salesforce
10388938,,Elpa. L. DROOGLEEVER Droogleever,,,elpatd@icloud.com,,Web Form Fillout
11007933,Inactive Investor,Tony Melvin,,Stirlingshire Investments,,,Salesforce
9625763,,Dahlan Rais,,,dahlanrais8@gmail.com,,List import
10839924,Inactive Investor,Mark Kangas,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;Senior Investment Executive,"North Star Advisory Group, LLC",mkangas@ns-ag.com,,Salesforce
9639993,,Dimitri Brunwasser,,,dimitri.brunwasser@lemanik.lu,,List import
11129802,Inactive Investor,Miranda Barcena,Financial Advisor,"Principal Securities, Inc. Austin TX 8310 N Capital of Texas Hwy",barcena.miranda@principal.com,,Salesforce
10925051,Inactive Investor,Colleen Giffin,Vice President;Wealth Management Advisor,Belpointe Asset Management LLC Macon GA 2107 Ingleside Ave,colleen.giffin@belpointeasset.com,,Salesforce
11111827,Inactive Investor,Kimberley Milani,Supervisory Officer,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kimberley.merlo@ubs.com,,Salesforce
6449118,,Md Anayth,,,mdanayth71@gmial.com,,Web Form Fillout
10822800,Inactive Investor,Kelly Bowe,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",kelly.bowe@raymondjames.com,,Salesforce
10972828,Inactive Investor,Salma Chaudry,,"Florin Group, LLC",salma@floringroup.com,,Salesforce
10817051,Inactive Investor,William Colwyn,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Chicago IL 227 W Monroe St,bcolwyn@rockco.com,,Salesforce
10385519,,John Lee,,,john.lee@synergyinvllc.com,,Web Form Fillout
11040647,Inactive Investor,John Euchner,,"MML Investors Services, LLC Salisbury NC 1919 Statesville Blvd",jeuchner@financialguide.com,,Salesforce
11023568,Inactive Investor,Ryan Chesler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
10852575,Inactive Investor,Travis Maus,Chief Compliance Officer;Chief Executive Officer;Managing Partner;Wealth Manager,"S.E.E.D. Planning Group, LLC",tmaus@seedpg.com,,Salesforce
10985928,Inactive Investor,David Deveau,,J.P. Morgan Securities LLC Tomball TX 14202 FM 2920 Rd,david.deveau@jpmorgan.com,,Salesforce
11089120,Inactive Investor,Alexander Ritter,Financial Advisor,Robert W. Baird & Co. Incorporated Omaha NE 13609 California St,aritter@rwbaird.com,,Salesforce
10888850,Inactive Investor,Barbara Lane,Investment Advisor Representative,"Pathfinder Advisory, Inc.",balane@pathfinderadvisory.com,,Salesforce
11187569,Inactive Investor,David Proffitt,,"Raymond James Financial Services, Inc. Rogers AR 3614 W Southern Hills Blvd",david.proffitt@raymondjames.com,,Salesforce
10840469,Inactive Investor,Michael McMullan,Financial Advisor;Financial Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",mcmullan.michael@principal.com,,Salesforce
10949441,Inactive Investor,Thomas Anderson,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",danny.anderson@nm.com,,Salesforce
11129839,Inactive Investor,Brendan Spinelli,,William Blair New York NY 1166 Avenue of the Americas,bspinelli@williamblair.com,,Salesforce
10899420,Inactive Investor,Hannah Bernhard,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9598862,,Troy Rosa,,,troyrosa@gmail.com,,List import
9636905,,Taylor Nipp,,,taylor@sfmgadvisors.com,,List import
11219354,,Robert Ostrowski,,,rostrowski@federatedinvestors.com,,Other
10859247,Inactive Investor,Michael Weinberg,,Citigroup Global Markets Inc. Long Beach NY 129 E Park Ave,michael.weinberg@citi.com,,Salesforce
11040056,Inactive Investor,Robert Bolin,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Dayton OH 4380 Buckeye Ln,randy.bolin@morganstanley.com,,Salesforce
10833023,Inactive Investor,Edward Armstrong,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Alpharetta GA 11175 Cicero Dr",eddie.armstrong@ampf.com,,Salesforce
11064006,Inactive Investor,Mary Campbell,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,mary.campbell@primerica.com,,Salesforce
10654063,,Danny Miller,,,millerd12@comcast.net,,Web Form Fillout
9586144,,Stuart Sugarman,,,ssugarman@attollocap.com,,List import
11064425,Inactive Investor,Patricia Mitchell,Portfolio Associate,Morgan Stanley Oakland CA 1999 Harrison St,patricia.mitchell@morganstanley.com,,Salesforce
11093486,Inactive Investor,Richard Lewis,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Burnsville MN 12280 Nicollet Ave",richard.3.lewis@ampf.com,,Salesforce
10973372,Inactive Investor,Anthony Gurera,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",anthony.a.gurera@nm.com,,Salesforce
11128599,Inactive Investor,Collin Jackson,Financial Advisor,Edward Jones Lufkin TX 204 Christie Dr,collin.jackson@edwardjones.com,,Salesforce
11117683,Inactive Investor,Maria Shields,Private Wealth Advisor,"Ameriprise Financial Services, LLC King Of Prussia PA 610 Freedom Business Center Dr",,,Salesforce
10958092,Inactive Investor,Shane Desherlia,,"Moloney Securities Co., Inc. Jerseyville IL 607 S State St",sdesherlia@moseco.com,,Salesforce
10980903,Inactive Investor,Joshua Penner,,"VALIC Financial Advisors, Inc.",,,Salesforce
11142364,Inactive Investor,Phillip Hohn,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",phillip.hohn@ml.com,,Salesforce
163818,,Mateuw Coulibaly,,[Unknown],socialmedia.mata@gmail.com,,
10783565,Inactive Investor,Clara Debrie,,PFS Investments Inc. Evergreen Park IL 3317 W 95th St,clara.debrie@primerica.com,,Salesforce
10793868,Inactive Investor,Steven Roukis,Managing Director;Partner;Senior Portfolio Manager,Matrix Asset Advisors Inc,,,Salesforce
11019202,Inactive Investor,Graham Holowchak,,J.P. Morgan Securities LLC Glen Cove NY 100 Village Sq,graham.holowchak@jpmorgan.com,,Salesforce
337053,,Thomas Bax,Chief Financial Officer And Treasurer,"Nxt Capital Investment Advisers, Llc",thomas.bax@nxtcapital.com,312-450-8000,Manual List Upload
10995673,Inactive Investor,Joshua Champagne,,J.P. Morgan Securities LLC Richmond VA 7203 Midlothian Tpke,joshua.champagne@jpmorgan.com,,Salesforce
10761347,Inactive Investor,Eileen Erickson,Senior Registered Associate,Morgan Stanley Eugene OR 975 Oak St,eileen.erickson@morganstanley.com,,Salesforce
10485025,,Joshua Materne,Owner,"Ideology Wealth Advisors, Llc",neil@ikariancapital.com,,List import
9610824,,Christoph Rüb,,,christoph.rub@gmail.com,,List import
11087705,Inactive Investor,William Millico,,LPL Financial LLC Scottsdale AZ 16220 N Scottsdale Rd,william.millico@lpl.com,,Salesforce
10647744,,Cameron Willcox,,,cwillcox@merceradvisors.com,,List Import
10870546,Inactive Investor,Brendan Gallagher,Financial Advisor,"Pinnacle Investments, LLC Quincy MA Private Residence",bgallagher@pinnacle-llc.com,,Salesforce
10921822,Inactive Investor,Julie Trudo,,"Cambridge Investment Research, Inc. Springfield OH 5000 Urbana Rd",,,Salesforce
11117111,Inactive Investor,Brian Neff,,"Truist Investment Services, Inc.",brian.neff@truist.com,,Salesforce
10926783,Inactive Investor,Timothy Ehrman,,Pierre & Company LLC Marion MA 30 Jenney Ln,,,Salesforce
203482,,Taylor Trump,,[Unknown],ttrump0410@gmail.com,,Direct
11073087,Inactive Investor,Ryan Boyd,Investment Advisor,"Osaic Wealth, Inc. Mitchell SD 208 E 3rd Ave",,,Salesforce
10809702,Inactive Investor,Denise Dawson,Retirement Plan Specialist,"Ameriprise Financial Services, LLC",denise.dawson@ampf.com,,Salesforce
9575668,,Mahadeo Sebarath,,,mahadeo.sebarath@mcb-bank.com,,List import
11065459,Inactive Investor,Jeremy Green,,"Madison Avenue Securities, LLC Edina MN Private Residence",,,Salesforce
335685,,Paul Hadden,Senior Managing Director,"Healthcare Royalty Management, Llc",paul.hadden@cowen.com,203-487-8300,Manual List Upload
11078012,Inactive Investor,Penny Jordan,,Vanguard Marketing Corporation,penny_jordan@vanguard.com,,Salesforce
211375,,J Miller,Researcher,DC,jonathan9777777@gmail.com,,Content
11183827,Inactive Investor,Shawna Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
368006,,Fred Gerra,Other,,fgerra@osc.gov.on.ca,4168181076,Webinar
65271,,David Rauseo,,"MML Investors Services, LLC",drauseo@massmutual.com,410-785-7654,
337614,,James Warner,Member,"Sanderson Wealth Management, Llc",jwarner@sandersonllc.com,716-566-2420,Manual List Upload
11255196,Inactive Investor,John Blair,Co-Founder;Managing Director,"DT Investment Partners, LLC",,,Salesforce
11067385,Inactive Investor,Sue Wong,,"Osaic Wealth, Inc. Daly City CA 347 Gellert Blvd",,,Salesforce
10994642,Inactive Investor,John Hicks,,PFS Investments Inc. Reading PA 200 Spring Ridge Dr,,,Salesforce
11157206,Inactive Investor,Brison Mann,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10905221,Inactive Investor,Kristen Kriss,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",kristen.kriss@cunamutual.com,,Salesforce
10486475,,David Thomas,Regional Vice President,PFS Investments Inc.,ruf6402@primerica.com,,List Import
10827831,Inactive Investor,Brian Kooienga,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10647088,,Mark Warren,,,mwarren@williamblair.com,,List Import
9608899,,B Jelen,,,boocher2000@gmail.com,,List import
10653720,,frank zheng,,,zhengger@gmail.com,,Web Form Fillout
9581698,,Alex Reid,,,amreid@me.com,,List import
11261208,Inactive Investor,Daniel Grove,Associate;Wealth Advisor,"Sequoia Financial Group, L.L.C.",dgrove@sequoia-financial.com,,Salesforce
10606419,,Stephen Jeffers,"Financial Advisor, First Vice President - Investments, Portfolio Manager","Wells Fargo Clearing Services, LLC",stephen.jeffers@wellsfargoadvisors.com,212-273-7067,List Import
10770150,Inactive Investor,Robert Maher,Financial Advisor;Senior Vice President,Morgan Stanley Vero Beach FL 3525 Ocean Dr,robert.maher@morganstanley.com,,Salesforce
9633407,,Kyle Oswald,,,kyleo135@hotmail.com,,List import
11189885,Inactive Investor,Jamie Hornberger,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11074450,Inactive Investor,Patrick Statler,,"FBL Marketing Services, LLC Dewey AZ 815 S Dunivin Ln",patrick.statler@fblfinancial.com,,Salesforce
8480452,,Tina McLaskey,,HJR Financial Group,tinam@hjrfinancial.com,(319) 400-2370,List Import
10861753,Inactive Investor,Louis Peirano,,"Wells Fargo Clearing Services, LLC Newton NJ 122 Water St",louis.peirano@wellsfargo.com,,Salesforce
10968377,Inactive Investor,Erica Linker,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,erica_linker@vanguard.com,,Salesforce
11071351,Inactive Investor,Jodie Krueger,,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",jodie.krueger@benjaminfedwards.com,,Salesforce
218180,,Tim Kaminski,,[Unknown],tim.kaminski@gmail.com,,source
9632236,,Robert Yang,,,yang_276@yahoo.com,,List import
11081393,Inactive Investor,Donald Lincoln,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",don.lincoln@wellsfargoadvisors.com,,Salesforce
9638650,,Marc Sussman,,,msussman@atrevidapartners.com,,List import
228643,, -,,[[Unknown]],justin.english@saltlending.com,,Organic Search
10847296,Inactive Investor,Victoria Martin,Financial Advisor,"Centaurus Financial, Inc. Apple Valley CA 16191 Kamana Rd",vherrick@cfiemail.com,,Salesforce
351274,,Carol Owens,Client Relationship Manager,"Fsa Wealth Management, Llc",carol@fsawm.com,781-455-1020,Manual List Upload
9551355,,Ryan Craft,,,rc@acrinv.com,,List import
11065210,Inactive Investor,David Tyler,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",david.tyler@nm.com,,Salesforce
10787206,Inactive Investor,Kelly Graybill,,J.P. Morgan Securities LLC Louisville KY 4111 Shelbyville Rd,kelly.e.graybill@jpmorgan.com,,Salesforce
10970271,Inactive Investor,Winifred Holzwarth,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,winifred.holzwarth@fmr.com,,Salesforce
353119,,Kingsley Sam,Infra engineer,Fcb,kingsley.sam6@gmail.com,,Event
11050330,Inactive Investor,Alexandra Mastrota,Wealth Advisor,Hemington Wealth Management,ally.mastrota@hemingtonwm.com,,Salesforce
10885261,Inactive Investor,John Flaxel,Senior Research Analyst,"Sapient Private Wealth Management,  LLC",john@sapientpwm.com,,Salesforce
11032921,Inactive Investor,Jason Coppedge,,PFS Investments Inc. Redlands CA 721 Nevada St,jcoppedge@primerica.com,,Salesforce
11163936,Inactive Investor,John Dewitt,,"Ausdal Financial Partners, Inc. Moline IL Private Residence",johndewitt@afpadvisor.com,,Salesforce
10825461,Inactive Investor,Elana Taylor-Knight,,PFS Investments Inc. Matteson IL 4440 211th St,elana.taylorknight@primerica.com,,Salesforce
11108052,Inactive Investor,Kierra Branch,,J.P. Morgan Securities LLC Shreveport LA 3721 Greenwood Rd,kierra.branch@jpmorgan.com,,Salesforce
9645218,,Manne Hanssen,,,manne.hanssen@live.se,,List import
10906420,Inactive Investor,Mark Gorge,,LPL Financial LLC Eureka CA 2650 Harrison Ave,mark.gorge@lpl.com,,Salesforce
10947022,Inactive Investor,Carmine Raimo,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11064829,Inactive Investor,Stephanie Donato,Director - Business Strategy,Morgan Stanley Plano TX 7500 Dallas Pkwy,stephanie.donato@morganstanley.com,,Salesforce
11045270,Inactive Investor,Paul Bullock,Chief Executive Officer;Founder;President;Regulatory Contact,Wellington Investment Advisors,paul@wellingtoninvestmentadvisors.com,,Salesforce
11166147,Inactive Investor,Michael Baughman,Financial Advisor,Edward Jones Colleyville TX 4814 Colleyville Blvd,michael.baughman@edwardjones.com,,Salesforce
9592415,,Sebastian Mercado,ETF Primary Market Sales,Bloomberg Tradebook LLC,smercado11@bloomberg.net,,List import
11209333,Inactive Investor,Bryan Huerta,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",bryan.huerta@empower.com,,Salesforce
10900592,Inactive Investor,Lance Cunningham,Financial Advisor,"Ameriprise Financial Services, LLC Carnegie PA 102 Broadway St",lance.cunningham@ampf.com,,Salesforce
10806317,Inactive Investor,Matthew Colvin,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Baton Rouge LA 445 North Blvd",matt.colvin@raymondjames.com,,Salesforce
11103633,Inactive Investor,Daniel Boehler,Financial Advisor,LPL Financial LLC Saginaw MI 1516 Midland Rd,daniel.boehler@lpl.com,,Salesforce
11069539,Inactive Investor,Dale Hurst,Financial Advisor,Edward Jones Madisonville TX 114 W Main St,dale.hurst@edwardjones.com,,Salesforce
11152519,Inactive Investor,Daniel Padden,,"Osaic Wealth, Inc. Wheeling WV 147 Stone Church Rd",,,Salesforce
9645553,,Kate Mellinger,,,mellingerkate@gmail.com,,List import
11018619,Inactive Investor,Dylan Jurgensen,,J.P. Morgan Securities LLC Palm Harbor FL 2800 Alt 19,dylan.jurgensen@jpmorgan.com,,Salesforce
11059534,Inactive Investor,Luis Melgar,Financial Professional,LPL Financial LLC Woodstock IL 225 W Jackson St,luis.melgar@lpl.com,,Salesforce
11035033,Inactive Investor,Michael Douglas,,PFS Investments Inc. Lawrence KS 901 Kentucky St,,,Salesforce
192612,,Nicolas Maldant,,Nicocrypto,nicocrypto212@gmail.com,(003) 366-3772,
10897396,Inactive Investor,Chelsea Miller,Chief Operating Officer;Operations Associate,Sentinel Capital Solutions,cmiller@sentinelcapitalsolutions.com,,Salesforce
11118487,Inactive Investor,Heidi Ayala,,PFS Investments Inc. Guaynabo Calle Romerillo,heidi.ayala@primerica.com,,Salesforce
10947548,Inactive Investor,Michael Golosovker,,NYLIFE Securities LLC Hollis NH Private Residence,mgolosovker@ft.newyorklife.com,,Salesforce
11058345,Inactive Investor,Suzanna Koizumi,Investment Advisor Representative,"Reap In Wealth Management, LLC",suzanna@retirementestateplan.com,,Salesforce
10821773,Inactive Investor,Kameron Cambier,,"Cambridge Investment Research, Inc. Golden CO 350 Indiana St",,,Salesforce
10022034,,Patrick McDonald,,,highlandermcd@yahoo.com,,Web Form Fillout
10779775,Inactive Investor,Rachel Cohen,Director - Alternative Investments;Executive Director;Lending Specialist;Senior Investment Management Consultant;Senior Portfoli,Morgan Stanley Conshohocken PA 100 Front St,rachel.cohen@morganstanley.com,,Salesforce
352324,,Jonathan Calla,Partner,Nutter Investment Advisors,jcalla@nutter.com,617-439-2100,Manual List Upload
11223928,,[Unknown],,,vahe.baban@ms.com,,List Import
9633944,,Ramon Gutierrez,,,gutierrezarevalo@gmail.com,,List import
9567835,,Stephen Molesky,,,smolesky@kalosfinancial.com,,List import
11147836,Inactive Investor,Evee Ricacho,,PFS Investments Inc. Stockton CA 1151 W Robinhood Dr,evee.fernandez@primerica.com,,Salesforce
11109865,Inactive Investor,Maria Escalona,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Juan PR 250 Ave Munoz Rivera",,,Salesforce
10846721,Inactive Investor,Johan Devoogd,Chief Compliance Officer;Managing Director,American European Asset Management LLC,jdevoogd@ameur.com,,Salesforce
9555372,,Jennifer Szaro,,,jszaro@xmlfg.com,,List import
10957699,Inactive Investor,Aaron Blaine,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 4290 S Rainbow Blvd",aaron.blaine@ml.com,,Salesforce
2593085,,x x,,,a.al01@yahoo.com,,
11129752,Inactive Investor,Justin Marshall,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,justin_marshall@vanguard.com,,Salesforce
10866063,Inactive Investor,Gary Steen,,State Farm VP Management Corp. Richardson TX 1415 State St,gary.steen.b3zr@statefarm.com,,Salesforce
10805820,Inactive Investor,Paul Miller,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,paul.miller@ubs.com,,Salesforce
11060744,Inactive Investor,Brian Tevlin,Financial Advisor,LPL Financial LLC Wellsboro PA 90 Main St,brian.tevlin@lpl.com,,Salesforce
9552024,,Arkadiusz Osi?ski,,,arkadiuszosinski1@gmail.com,,List import
11217725,,Brandon Day,,,brandon.day@lpl.com,,List Import
10954140,Inactive Investor,Christopher Bender,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
7120569,,Moez Belai,,,belaimoez@gmail.com,,Web Form Fillout
11217487,,Vanessa Garcia,,,vanessa.foltinger@jpmorgan.com,,Other
10614363,,Hye Lee,Financial Advisor,,hye.lee@ffgadvisors.com,,List Import
11116852,Inactive Investor,Andrew King,Financial Planner,"Osaic Wealth, Inc. Charlotte NC 13777 Ballantyne Corporate Pl",,,Salesforce
10856155,Inactive Investor,Judy Baszniak,,State Farm VP Management Corp. Salem OR 3964 Ctr St NE,,,Salesforce
10780087,Inactive Investor,Jeffrey Moulton,Financial Advisor,"Ameriprise Financial Services, LLC Williston VT 541 Industrial Ave",jeffrey.t.moulton@ampf.com,,Salesforce
11203112,Inactive Investor,William Wainwright,Investment Advisor;Manager,"Wainwright Wealth Management, LLC",,,Salesforce
11081711,Inactive Investor,Simon Bowler,Chief Communications Officer,2nd Market Capital Advisory Corp.,sbowler@2ndmarketcapital.com,,Salesforce
11172426,Inactive Investor,William Barefoot,,SECU Brokerage Services Dunn NC 200 Tilghman Dr,jordan.barefoot@ncsecu.org,,Salesforce
9598524,,Penny Paugh,,,ppaugh@carsoninstitutional.com,,List import
11129216,Inactive Investor,Kaitlyn Judd,,Fidelity Brokerage Services LLC,,,Salesforce
11122128,Inactive Investor,Robert Lowe,Executive Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,robert.lowe@jpmorgan.com,,Salesforce
10930960,Inactive Investor,Joel Gravina,Associate Vice President;Private Wealth Advisor,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",joel.gravina@raymondjames.com,,Salesforce
10813026,Inactive Investor,Roland Rhodes,Senior Vice President,PFS Investments Inc. Overland Park KS 7400 W 132nd St,roland.rhodes@primerica.com,,Salesforce
11016930,Inactive Investor,Manish Engineer,Client Service Associate;Registered Support Assistant,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",manish.engineer@ampf.com,,Salesforce
11176762,Inactive Investor,Richard Marshall,,Goldman Sachs Custody Solutions,,,Salesforce
9635134,,Thomas Triplett,,,ttriplett@insightpartners.com,,List import
10790514,Inactive Investor,Towfiq Chitalwala,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mission Viejo CA 26821 Trabuco Rd",towfiq.chitalwala@ml.com,,Salesforce
10783457,Inactive Investor,John Simmons,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Auburn AL 2607 E Glenn Ave",,,Salesforce
9552533,,Nenad Malik,,,nenad.malik@gmail.com,,List import
11169102,Inactive Investor,Debra Woodard,,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",debra.woodard@ampf.com,,Salesforce
11111692,Inactive Investor,Pamela Smith,Private Wealth Manager,LPL Financial LLC Branford CT Private Residence,p.smith@lpl.com,,Salesforce
342029,,Patricia Kogan,Partner,Cannell & Co.,pkogan@peterbcannell.com,212-752-5255,Manual List Upload
11064373,Inactive Investor,Charles Anderson,Financial Advisor,Focus Financial,canderson@focusfinancial.com,,Salesforce
11155547,Inactive Investor,David Shelby,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
142026,,Jeremy Fox-Geen,,[Unknown],jeremyfoxgeen@gmail.com,,source
10819331,Inactive Investor,Joseph Karl,,"PWA Securities, LLC",jkarl@provwealth.com,,Salesforce
11065802,Inactive Investor,Christopher Young,Financial Advisor;Principal;Senior Partner,"Cassaday & Company, Inc.",young@cassaday.com,,Salesforce
10895389,Inactive Investor,Sean Spafford,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",sean.spafford@ampf.com,,Salesforce
11137325,Inactive Investor,Keita Cline,,"Prudential Annuities Distributors, Inc",keita.cline@prudential.com,,Salesforce
10823276,Inactive Investor,Anthony Bertrami,Financial Advisor;Financial Representative,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,anthony_bertrami@glic.com,,Salesforce
11208398,Inactive Investor,Marlin Howley,,"IFP Securities, LLC Jacksonville Beach FL 492 Osceola Ave",,,Salesforce
193370,,Michelle Campbell,,[Unknown],mlzears@gmail.com,,
10352010,,Eddy Cadet,,,eddycadet3@gmail.com,,Web Form Fillout
11203039,Inactive Investor,Brian Dixon,,"Cornerstone Wealth Management, LLC Springfield MO 4130 S Fairview Ave",,,Salesforce
10484924,,Brian Jones,"President, Principal","Jones Capital Advisors, LLC",sdjones74@hotmail.com,,List Import
11078194,Inactive Investor,Judson Morrison,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",judson.d.morrison@ampf.com,,Salesforce
371816,,Chris Purdy,,[Unknown],ccpurdy1@yahoo.com,,Salesforce
9577263,,Tiffany Int Veldt,,,tintveldt@sagepointadvisor.com,,List import
11191614,Inactive Investor,Matthew Roach,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 5676 Thomasville Rd",matthew.g.roach@ml.com,,Salesforce
11096445,Inactive Investor,Jon Greenfield,Private Wealth Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Denver CO 1550 Market St,jon.greenfield@morganstanley.com,,Salesforce
11185812,Inactive Investor,Mark Joseph,,"Allstate Financial Services, LLC Doylestown PA 301 S Main St",,,Salesforce
9582609,,Marsha Kalasmiki,,,mkalasmiki@deerfieldfa.com,,List import
10998507,Inactive Investor,Jordan Perdigao,,Lincoln Investment Westport MA 767 Main Rd,jperdigao@lincolninvestment.com,,Salesforce
11061168,Inactive Investor,Robert Hays,,LPL Financial LLC Powell OH 9999 Brewster Ln,bob.hays@lpl.com,,Salesforce
9648048,,BILL ROLLER,,,billroller51@gmail.com,,List import
10831571,Inactive Investor,Kenneth Brown,,NYLIFE Securities LLC Cleveland OH 31049 Fairmount Blvd,kbbrown@ft.newyorklife.com,,Salesforce
10799975,Inactive Investor,Veronica Marton,Administrator;Regulatory Contact;Stockholder,"Beech Hill Advisors, Inc",vmarton@bh-adv.com,,Salesforce
10895901,Inactive Investor,Adam Lang,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11075169,Inactive Investor,Ken Asay,Financial Advisor,LPL Financial LLC Englewood CO 8390 E Crescent Pkwy,ken.asay@lpl.com,,Salesforce
9606079,,Gary J Dixon,,,digaryj6@gmail.com,,List import
9625361,,Socrates Sison,,,smsison17@yahoo.com,,List import
10783321,Inactive Investor,John Govic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",john.govic@ml.com,,Salesforce
10889167,Inactive Investor,Melissa Shaw,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Palo Alto CA 535 Cowper St",melissa.shaw@tiaa.org,,Salesforce
10960227,Inactive Investor,David Moser,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.moser@fmr.com,,Salesforce
9598176,,JEFFERY SUH,,,jefferysuh@gmail.com,,List import
10915651,Inactive Investor,Steven Kreutzberg,Financial Advisor,"Ameriprise Financial Services, LLC Glendale AZ 17505 N 79th Ave",steven.kreutzberg@ampf.com,,Salesforce
10982265,Inactive Investor,Saul Garza,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10489549,,Christopher Beach,"Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",chrisbeach1@gmail.com,469-294-7085,List Import
10648135,,Harold Pine,,,harold@chasefield.co,,List Import
211492,,Eric Bowler,Software Engieer,Lockheed Martin,eric.bowler@outlook.com,,Content
9619325,,Thomas Leritz,,,tleritz@kennedycapital.com,,List import
9587013,,Morgan Mueller,,,mmueller@thompsonim.com,,List import
10907309,Inactive Investor,Adam Herndon,,State Farm VP Management Corp. Laurel MD 8323 Cherry Ln,adam.herndon.ubgz@statefarm.com,,Salesforce
10769374,Inactive Investor,Bruce Langley,,NYLIFE Securities LLC Zachary LA 3922 Church St,blangley@ft.newyorklife.com,,Salesforce
10981101,Inactive Investor,Whitney Bryant,,J.P. Morgan Securities LLC Park City UT 1650 Park Ave,whitney.bryant@jpmorgan.com,,Salesforce
10930946,Inactive Investor,Joseph Brill,Chief Compliance Officer;President,Knox Avenue Financial Corp.,joe@knoxavenuefinancial.com,,Salesforce
9629416,,G Raaij,,,geertvr3@gmail.com,,List import
10826968,Inactive Investor,James Banks,,NYLIFE Securities LLC Fremont OH 615 Croghan St,jkbanks@ft.newyorklife.com,,Salesforce
10779182,Inactive Investor,Theophanis Pericleous,Private Wealth Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 3045 Newmark Dr",theophanis.c.pericleous@ampf.com,,Salesforce
11219042,,Bryan Whalen,,,bryan.whalen@tcw.com,,Other
41870,,Tracy Malsavage,,Thrivent Investment Management Inc.,tracy.malsavage@thrivent.com,920-628-5828,
11063668,Inactive Investor,Veronica Funchess,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,veronica.funchess@primerica.com,,Salesforce
10924740,Inactive Investor,Richard McDonough,,Perella Weinberg Partners LP Los Angeles CA 2029 Century Park E,rmcdonough@pwpartners.com,,Salesforce
11192485,Inactive Investor,Farah Mirza,,Santander Securities LLC Denville NJ 73 Diamond Spring Rd,fmirza@santander.us,,Salesforce
9545675,,Fabian Quoss,,,der_fabster@hotmail.com,,List import
10944963,Inactive Investor,Kristen Serafine,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10936350,Inactive Investor,Matthew Johnson,,Citigroup Global Markets Inc.,,,Salesforce
10809543,Inactive Investor,Timothy Rogowski,Financial Consultant,"Stifel Independent Advisors, LLC Portage MI 8051 Moorsbridge Rd",rogowskt@stifelindependence.com,,Salesforce
10804288,Inactive Investor,Dawn Baker,,"Cambridge Investment Research, Inc. Charlotte NC 10955 Winds Crossing Dr",,,Salesforce
10830980,Inactive Investor,Joshua Zingaro,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",,,Salesforce
11093921,Inactive Investor,Jason Lord,Associate,Edward Jones Perry GA 213 Wes Park Dr,,,Salesforce
9567516,,Anderson Conceição Dos Santos,,,asantos7804@gmail.com,,List import
10911282,Inactive Investor,Harvey Slaughter,Account Executive;Director;Director - Operations and Client Service,Winthrop Wealth,,,Salesforce
11134800,Inactive Investor,Max Mayer,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9585373,,David Mccabe,,,dmccabe@eatonvance.com,,List import
10868139,Inactive Investor,John Wire,Vice President - Investments,"Raymond James & Associates, Inc. Minneapolis MN 3600 Minnesota Dr",john.wire@raymondjames.com,,Salesforce
10971333,Inactive Investor,Karen Mcconnell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9584955,,Bryan Merritt,,,bryan.merritt@fmr.com,,List import
10984743,Inactive Investor,Kevin Doll,Wealth Manager,PDS Planning Inc,kdoll@pdsplanning.com,,Salesforce
11081641,Inactive Investor,Mario Martinez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11001408,Inactive Investor,Jason Gray,Vice President,PFS Investments Inc. Portland OR 7360 SW Hunziker Rd,slhu5@primerica.com,,Salesforce
340213,,Matt Seney,,"Wainwright Investment Counsel, LLC",mseney@winvcounsel.com,(617) 531-3100,Database Upload
9605782,,Joseph Besecker,,,jeb@teamemerald.com,,List import
9565446,,JOHN PEELER,,,jsp4lif@gmail.com,,List import
11007347,Inactive Investor,Timothy Davis,Chief Compliance Officer;Managing Partner;Vice President,NetAdvizor Wealth LLC,tim.davis@netadvizor.com,,Salesforce
9567298,,Greg Val,,,gregval@gmail.com,,List import
10768573,Inactive Investor,Christian Larsen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11153926,Inactive Investor,Joshua Hix,Financial Advisor;Financial Planning Specialist;Investment Management Consultant;Portfolio Manager;Vice President,Morgan Stanley Asheville NC 500 College St,joshua.hix@morganstanley.com,,Salesforce
10807904,Inactive Investor,Ryan Hall,Financial Advisor,Edward Jones Amarillo TX 9400 Hillside Rd,ryan.hall@edwardjones.com,,Salesforce
10881149,Inactive Investor,James Kaiser,Vice President,"Good Life Advisors, LLC Bridgeville PA 100 Emerson Ln",james.kaiser@goodlifefa.com,,Salesforce
9553400,,Yachun Lin,,,y.lin@transamerica.com,,List import
11024624,Inactive Investor,George Williams,,"Cannon Securities, Inc.",hamp.williams@cannonfinancialstrategists.com,,Salesforce
10872632,Inactive Investor,Paul Pomerantz,Chief Compliance Officer;Controller;Director,Windrose Advisors LLC,ppomerantz@windroseadvisor.com,,Salesforce
11170764,Inactive Investor,Gilbert Khoshaba,,J.P. Morgan Securities LLC Sterling Heights MI 40880 Dequindre Rd,gilbert.khoshaba@jpmorgan.com,,Salesforce
10984456,Inactive Investor,Shammi Samaroo,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,ssamaroo@ft.newyorklife.com,,Salesforce
11197525,Inactive Investor,Rahil Khan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",rahil.khan@schwab.com,,Salesforce
10615320,,Judy Chen,"Financial Advisor, First Vice President, International Client Advisor",,judy.w.chen@morganstanley.com,,List Import
10996526,Inactive Investor,Adriana Rattinger,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
11235008,Inactive Investor,Lowell Mccarthy,Associate Financial Advisor,Integrity Financial Corporation,,,Salesforce
11045603,Inactive Investor,William Taylor,Financial Planner,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",william.taylor@prudential.com,,Salesforce
10997163,Inactive Investor,Ryan Hohman,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11196358,Inactive Investor,Elizabeth Peabody,Chief Executive Officer;Chief Investment Officer;Regulatory Contact,Stegner Investment Associates Inc,epeabody@stegnerinvestments.com,,Salesforce
9571949,,alan greene,,,alangreenem@gmail.com,,List import
10611853,,Edward McCormick,"Financial Advisor, Senior Vice President",,edward.mccormick@morganstanley.com,,List Import
10996093,Inactive Investor,Ryan Keeran,Associate,Edward Jones Thornton CO 12774 Colorado Blvd,,,Salesforce
11100348,Inactive Investor,Brad Desormeaux,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,brad.l.desormeau@ubs.com,,Salesforce
9609203,,Doug Jiang,,,dougjiang@gmail.com,,List import
413,,,,,gregy9874@interia.pl,,
11058462,Inactive Investor,Samuel Wisneski,,Fidelity Brokerage Services LLC Middleton WI 8235 Greenway Blvd,,,Salesforce
11168846,Inactive Investor,Cappy Foster,,"Osaic Wealth, Inc. Newburgh NY Private Residence",,,Salesforce
11153624,Inactive Investor,Clarissa Coombs,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,clarissa.coombs@fmr.com,,Salesforce
11043697,Inactive Investor,Kimberly Ertem,,J.P. Morgan Securities LLC Pleasanton CA 3506 Old Santa Rita Rd,kimberly.jo.ertem@chase.com,,Salesforce
10950520,Inactive Investor,James Foggo,Chief Compliance Officer,Obrien Greene & Co Inc,jfoggo@obriengreene.com,,Salesforce
9582678,,Debra Pollock,,,debra.r.pollock@suntrust.com,,List import
10854222,Inactive Investor,Joan Block,Financial Consultant,"Castle Rock Wealth Management, LLC Kellogg,  ID Private Residence",joan@crwmadvisors.com,,Salesforce
11047388,Inactive Investor,James Weiss,Chief Compliance Officer;Managing Member;Retirement Specialist,"Weiss Financial Group, LLC",james@weissfg.com,,Salesforce
11010656,Inactive Investor,Kimberly Brenes,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11085128,Inactive Investor,Ryan Landmark,Financial Advisor,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",ryan.landmark@nm.com,,Salesforce
337164,,izi izi,,[Unknown],grandgeorges@free.fr,,Direct
10604272,,Lisa Thornton,Financial Advisor,"Foguth Wealth Management, LLC.",lthornton@foguthfinancial.com,810-522-5650,List Import
9596717,,Hanna JOHN,,,annakazem@yahoo.com,,List import
2115473,,Spolningwahlang Swahlang,,,spolningwahlang@gmail.com,,
11162863,Inactive Investor,Adam Finley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10981251,Inactive Investor,Sarah Elder,,SECU Brokerage Services Winston Salem NC 134 S Stratford Rd,sarah.calkins@ncsecu.org,,Salesforce
11007275,Inactive Investor,Jacqueline Vaughn,,PFS Investments Inc. Garland TX 3960 Broadway Blvd,jacqueline.vaughn@primerica.com,,Salesforce
11061547,Inactive Investor,James Tollefson,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Middletown RI 272 Valley Rd",james.tollefson@benjaminfedwards.com,,Salesforce
11260864,Inactive Investor,James Skinner,,"Raymond James Financial Services, Inc. Salem OR 645 9th St NW",,,Salesforce
11051506,Inactive Investor,Caitlin Cully,Financial Advisor;Partner;Principal;Regulatory Contact,Aspire Wealth Architects,caitlin@aspirewealtharchitects.com,,Salesforce
10843380,Inactive Investor,Archibaldo Vasquez,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
11159802,Inactive Investor,Jared Mills,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jared.mills@fmr.com,,Salesforce
10965552,Inactive Investor,Sangeeta Heines,Relationship Banker,"Wells Fargo Clearing Services, LLC Seattle WA 1819 NW Market St",,,Salesforce
345178,,Matthew Libby,Financial Advisor,Choice Wealth Advisors Llc,mlibby@choicewealthadv.com,207-873-0996,Manual List Upload
11260058,Inactive Investor,Rafael Galvao De Oliveira,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10918761,Inactive Investor,David Johnson,,Cetera Advisor Networks LLC Ocala FL 2215 E Fort King St,,,Salesforce
11097804,Inactive Investor,Brian Zothman,,"Securian Financial Services, Inc.",,,Salesforce
167999,,Sherissa Berry,,[Unknown],sherissa.berry@gmail.com,,
10922134,Inactive Investor,Gina Eaton,Financial Advisor,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",gina.eaton@ampf.com,,Salesforce
10825040,Inactive Investor,Ryan Gross,Financial Advisor,Morgan Stanley Reno NV 5390 Kietzke Ln,scott.gross@morganstanley.com,,Salesforce
9561311,,Kaushikmahadev Narayanan,,,kaushikmahadev.n@gmail.com,,List import
9569413,,Clayton Boothroyd,,,clayton.boothroyd@fidelity.com,,List import
11100399,Inactive Investor,Michael Davidson,Chief Compliance Officer;Principal,Wisdom Index Advisors,mike@wisdomindex.com,,Salesforce
153789,,SONG LIU,,[Unknown],liusong1031@gmail.com,,
11170757,Inactive Investor,Thomas Beyer,,PFS Investments Inc. Newtown PA 842 Durham Rd,thomas.beyer@primerica.com,,Salesforce
10852910,Inactive Investor,Barry Linder,,"Charles Schwab & Co., Inc. Miamisburg OH 9668 Springboro Pike",barry.linder@schwab.com,,Salesforce
10288183,,Gilbert Hernandez,,,carolcrader68@gmail.com,,Web Form Fillout
10991967,Inactive Investor,Jean-Pierre Bernard,,"Farmers Financial Solutions, LLC Los Gatos CA 985 University Ave",jbernard@farmersagent.com,,Salesforce
11192308,Inactive Investor,Garrett Stinson,Managing Director,"Sageview Advisory Group, LLC",gstinson@sageviewadvisory.com,,Salesforce
10838393,Inactive Investor,Chao-Wen Huang,Chief Compliance Officer;Financial Advisor;President,"Candor Financial, LLC",chao@candorfinancialllc.com,,Salesforce
11064187,Inactive Investor,Sherrie Mckeon,,Fidelity Brokerage Services LLC,,,Salesforce
9559138,,Robert Hughes,,,roberthughes2@financialguide.com,,List import
11168390,Inactive Investor,Anthony Nigh,,"Raymond James Financial Services, Inc. Shelbyville IN 1850 Marketplace Blvd",aj.nigh@raymondjames.com,,Salesforce
10758797,Inactive Investor,Richard Stumpf,,"Cambridge Investment Research, Inc. Wichita KS 3500 N Rock Rd",,,Salesforce
10790728,Inactive Investor,Michael Dahlquist,,"The Leaders Group, Inc.",,,Salesforce
10923978,Inactive Investor,Darrell Phillips,,"Osaic Wealth, Inc. Manhattan KS 215 Southwind Pl",,,Salesforce
10918916,Inactive Investor,Christopher Jenkins,Investment Advisor Representative,LPL Financial LLC Laguna Hills CA 23232 Peralta Dr,christopher.jenkins@lpl.com,,Salesforce
11107397,Inactive Investor,Kevin Heinrich,,"Osaic Wealth, Inc. Omaha NE 18025 Oak St",,,Salesforce
11054565,Inactive Investor,David Olson,Financial Advisor;Managing Director;Senior Investment Management Consultant;Senior Portfolio Management Director,Morgan Stanley Rochester MN 14 2nd St SW,david.a.olson@morganstanley.com,,Salesforce
10659412,,Phillip Robles,,,phillip.robles@jpmorgan.com,,List Import
10817849,Inactive Investor,Mark Spirk,Wealth Advisor,"CUSO Financial Services, L.P. Austin TX 8303 N Mopac Expy",mspirk@cusonet.com,,Salesforce
10879978,Inactive Investor,Xavier Peoples,Senior Vice President;Wealth Advisor,Neuberger Berman BD LLC Atlanta GA 3414 Peachtree Rd NE,xavier.peoples@nb.com,,Salesforce
11051835,Inactive Investor,Marianne Larock-Mcguckin,Financial Professional,"Voya Financial Advisors, Inc. New Castle DE 10 Corporate Cir",mlmcguckin@voyafa.com,,Salesforce
9627738,,Rod D,,,roddcc@gmail.com,,List import
10826085,Inactive Investor,Randy Hurtte,Financial Professional,"Equitable Advisors, LLC Juneau AK 2235 Jordan Ave",randy.hurtte@equitable.com,,Salesforce
11048288,Inactive Investor,Kristin Healy,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,kristin.a.healy@ubs.com,,Salesforce
10970667,Inactive Investor,Armandina Garza,,PFS Investments Inc. Austin TX 5716 W Hwy 290,armandina.garza@primerica.com,,Salesforce
10753009,Inactive Investor,Janice Ebbert,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Arcadia CA 55 E Huntington Dr",janice.r.ebbert@ampf.com,,Salesforce
10822766,Inactive Investor,Matthew Reinhart,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,matthew.reinhart@jpmorgan.com,,Salesforce
11220687,,Daniel Kemp,,,daniel.kemp@morningstar.com,,Other
10876014,Inactive Investor,Anastasia Desyatnik,,Fidelity Brokerage Services LLC Parker CO 8785 N Awl Rd,anastasia.desyatnik@fmr.com,,Salesforce
9587958,,Fla Lewis,,,flewis@weybosset.com,,List import
238110,, -,,[[Unknown]],zaki192431@gmail.com,,
10818436,Inactive Investor,Frederick Prewitt,Financial Advisor,Edward Jones Kansas City MO 8560 N Green Hills Rd,fred.prewitt@edwardjones.com,,Salesforce
11030424,Inactive Investor,Jason Erickson,,Van Ake Capital LLC,,,Salesforce
348310,,Jeffrey Bernier,"Partner, Chief Operating Officer",J.m. Forbes & Co. Llp,jb@jmfco.com,617-423-5705,Manual List Upload
10952832,Inactive Investor,Betty Hutton,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,bettyjohutton.team@fidelity.com,,Salesforce
184192,,Laurence Grosbaum,Managing Director & Head - Portfolio Advisory Group,[Unknown],laurence.grosbaum@twinfocuscapital.com, +1 617 720 4500,Database Upload
10984561,Inactive Investor,Matthew Dandreo,,"Osaic Wealth, Inc. Wakefield MA 500 Edgewater Dr",,,Salesforce
10937059,Inactive Investor,Henry Schlenker,Client Specialist,Robert W. Baird & Co. Incorporated,hschlenker@rwbaird.com,,Salesforce
11010940,Inactive Investor,Laura Matias Fabian,,"Wells Fargo Clearing Services, LLC Greenfield CA 560 Walnut Ave",laura.matiasfabian@wellsfargo.com,,Salesforce
10867006,Inactive Investor,Jeff Heland,,NYLIFE Securities LLC Burlington IA 215 Jefferson St,jmheland@ft.newyorklife.com,,Salesforce
11122927,Inactive Investor,Kimberly Nau,Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 3601 W 76th St",kim.e.nau@ampf.com,,Salesforce
11136189,Inactive Investor,Selena Richardson,Senior Regional Supervisory Principal,LPL Financial LLC Brandon MS Private Residence,selena.richardson@lpl.com,,Salesforce
374002,,vikram singh bhati,,[Unknown],vicky992838@gmail.com,,source
9586078,,Michael Klorer,,,mklorer@swbc.com,,List import
9630641,,fgdfhe dthrth,,,etheth@dmfb.com,,List import
80375,,Charles Redd,,"MML Investors Services, LLC",credd@massmutual.com,918-524-6307,
10800566,Inactive Investor,Timothy Leech,,GWN Securities Inc. Johnstown PA 1360 Eisenhower Blvd,tleech@gwnsecurities.com,,Salesforce
10756654,Inactive Investor,Brian Kelaher,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",brian.kelaher@ml.com,,Salesforce
226798,, -,,[[Unknown]],geovanvilar@hotmail.com,,Initial Salesforce Import
10481723,,Dulfikri Dulfikri,,,dulfikri018@gmail.com,,Web Form Fillout
10995098,Inactive Investor,Ritika Shukla,,J.P. Morgan Securities LLC Delaware OH 61 N Sandusky St,ritika.shukla@jpmorgan.com,,Salesforce
10878904,Inactive Investor,Yu Summers,Vice President,J.P. Morgan Securities LLC Bellevue WA 3712 150th Ave SE,yu.summers@jpmorgan.com,,Salesforce
10969127,Inactive Investor,Brett Suchy,,"Ausdal Financial Partners, Inc. Western Springs IL Private Residence",,,Salesforce
10779266,Inactive Investor,Kenneth O'Connell,Family Wealth Advisor;Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,kenneth.oconnell@morganstanley.com,,Salesforce
10852534,Inactive Investor,Scott Brady,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",scott.brady@nm.com,,Salesforce
9573112,,James Tatum,,,jtatum@blenheiminv.com,,List import
10834886,Inactive Investor,Daniel Mosseri,Financial Advisor,Carson Advisory Group,,,Salesforce
11005191,Inactive Investor,Lisa Kraus,,Edward Jones Muskegon MI 1848 E Sherman Blvd,lisa.kraus@edwardjones.com,,Salesforce
11017927,Inactive Investor,Justin Cho,Wealth Manager,Lido San Diego CA 3655 Nobel Dr,jcho@lidoadvisors.com,,Salesforce
11059393,Inactive Investor,Paul Eldridge,Owner;Portfolio Manager,Eldridge Investment Management,,,Salesforce
9566103,,Tamal Majumdar,,,tmajumdar@financialguide.com,,List import
11068150,Inactive Investor,Jeremy Difiore,Financial Advisor,Edward Jones Summerfield FL 16850 S US Hwy 441,jeremy.difiore@edwardjones.com,,Salesforce
10851088,Inactive Investor,James Obrien,,Janney Montgomery Scott LLC Hingham MA 25 Recreation Park Dr,jmobrien@janney.com,,Salesforce
9580818,,Bradley Priest,,,bpriest@capitaladv.com,,List import
9628314,,Joe Sallee,,,joe@baycapitaladvice.com,,List import
9643917,,Jack Yu,,,jackyu.fhnp@gmail.com,,List import
10808100,Inactive Investor,Matthew Rice,,"Avantax Investment Services, Inc. Charlotte NC Private Residence",matthew.rice@myavantax.com,,Salesforce
10993360,Inactive Investor,Robert Granish,Associate Financial Advisor,"High Falls Advisors, Inc.",rgranish@highfallsadvisors.com,,Salesforce
11141458,Inactive Investor,Philip Hurst,,Cetera Investment Services LLC San Gabriel CA 825 E Valley Blvd,,,Salesforce
10797582,Inactive Investor,Julie Fernandez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",julie_fernandez@ml.com,,Salesforce
116446,,Jason Dallmann,"Associate Advisor, Chief Compliance Officer","WealthStar Advisors, LLC",jdallmann@wealthstaradvisors.com,972-372-2933,
10758356,Inactive Investor,David Wright,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",dave_wright@ml.com,,Salesforce
11107953,Inactive Investor,Christopher Folmar,Financial Advisor,Edward Jones Freeport IL 640 W South St,chris.folmar@edwardjones.com,,Salesforce
11101534,Inactive Investor,Ethan Bridgewater,Chief Compliance Officer;Financial Advisor,Bridgewater Advisory Group LLC,,,Salesforce
11147934,Inactive Investor,Alanna Jacobson,Senior Client Specialist,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,,,Salesforce
11045364,Inactive Investor,Mary Best,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",,,Salesforce
11220001,,Lisa Swatkoski,,,lisa_swatkoski@vanguard.com,,Other
9571295,,Brad Nelson,,,brad.nelson@moorecap.com,,List import
11079717,Inactive Investor,Rodney Barker,Financial Advisor,Edward Jones Cumberland MD 16113 McMullen Hwy SW,rod.barker@edwardjones.com,,Salesforce
10918293,Inactive Investor,Amrish Mathur,Managing Director;Managing Partner,"Global Wealth Partners, LLC",a.mathur@thewealthpartners.com,,Salesforce
10906762,Inactive Investor,Wai Luk,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,wluk@ft.newyorklife.com,,Salesforce
11151223,Inactive Investor,Nicolas Bazarevitsch,Financial Advisor,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",nicolas.bazarevitsch@valic.com,,Salesforce
10774815,Inactive Investor,Todd Westfall,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Canfield OH 3731 Boardman Canfield Rd",todd.k.westfall@wellsfargoadvisors.com,,Salesforce
10894017,Inactive Investor,Gavin Sturgis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",gavin.sturgis@schwab.com,,Salesforce
11238856,,Kelli Walker,,,kelli.walker@maytechglobal.com,,Salesforce
10904487,Inactive Investor,Brian Iversen,,"Allstate Financial Services, LLC Arroyo Grande CA 120 Nelson St",brianiversen@allstate.com,,Salesforce
11088888,Inactive Investor,Cecilia Horton-Williams,Financial Advisor,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",cecilia.r.horton-williams@prudential.com,,Salesforce
9553659,,Robin Kopeikin,,,rkopeikin@firstrepublic.com,,List import
11033312,Inactive Investor,Jeffrey Merideth,Financial Advisor,LPL Financial LLC Sioux Falls SD 5120 E 57th St,jeffrey.merideth@lpl.com,,Salesforce
10819882,Inactive Investor,Daniel Stratemeier,,Jefferies LLC,dstratemeier@jefferies.com,,Salesforce
11168782,Inactive Investor,Matthew Roth,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,matthew.roth@raymondjames.com,,Salesforce
10984130,Inactive Investor,Amber Drvol,,"Woodmen Financial Services, Inc.",adrvol@woodmen.org,,Salesforce
230549,, -,,[[Unknown]],1046289280@qq.com,,
11059972,Inactive Investor,Justin Luther,Financial Advisor;Founder,Luther Wealth Management,justinluther@lutherwealth.com,,Salesforce
10646337,,John Mihlbachler,,,john.mihlbachler@prudential.com,,List Import
10916796,Inactive Investor,Glenn Fleureton,,"MML Investors Services, LLC Millersville MD Private Residence",gfleureton@financialguide.com,,Salesforce
11193242,Inactive Investor,Jacqueline Parson,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,jparson@primerica.com,,Salesforce
9595782,,Marc Lewyn,,,mlewyn@wealthenhancement.com,,List import
10839188,Inactive Investor,Carol Scelsa,,"Voya Financial Advisors, Inc. Aurora IL Private Residence",carol.scelsa@voyafa.com,,Salesforce
11237975,Inactive Investor,Richard Graham,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",rgraham@performancetrust.com,,Salesforce
9564405,,Marc Abramson,,,marc.abramson@pfs-inc.com,,List import
9586984,,Janon Brown,,,janon@advisorcpa.com,,List import
10882951,Inactive Investor,Ambrose Harris,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",bud.harris@raymondjames.com,,Salesforce
11070814,Inactive Investor,Zachariah Wetta,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",zach.wetta@nm.com,,Salesforce
11113899,Inactive Investor,Mary Vitiello-Hughes,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",,,Salesforce
11174861,Inactive Investor,Tracie Burton,Market Director,Thrivent Investment Management Inc. Easton PA 400 S Greenwood Ave,tracie.burton@thrivent.com,,Salesforce
10822535,Inactive Investor,Michael Ferak,Financial Planning Coordinator;Lead Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",michael.ferak@nm.com,,Salesforce
10970440,Inactive Investor,Eddie Laroque,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,elaroque@primerica.com,,Salesforce
9582494,,Nicholas Tan,,,lyberix@protonmail.ch,,List import
10865920,Inactive Investor,Joseph Insalaco,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",jinsalaco@concordeis.com,,Salesforce
10791707,Inactive Investor,Matthew Rohde,Wealth Advisor,LPL Financial LLC Cleveland OH 4379 W 219th St,matt.rohde@lpl.com,,Salesforce
9558577,,Thapelo Kuze,,,thapelo.kuze@gmail.com,,List import
9623429,,Julia Neidhardt,,,julia_neidhardt@alumni.shu.edu,,List import
11231906,Inactive Investor,Karly Costanzo,,Commonwealth Financial Network Middleton WI 1600 Aspen Cmns,,,Salesforce
227741,, -,,[[Unknown]],jimblankenship2010@comcast.net,,Paid Search
10839289,Inactive Investor,Evan Seibly,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC",evan.seibly@unionbank.com,,Salesforce
10952739,Inactive Investor,Michael Goldberg,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
10998283,Inactive Investor,Matthew Schreiner,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10985615,Inactive Investor,Jose Galavis Leefmans,,Interactive Brokers LLC,jgalavis-leefmans@interactivebrokers.com,,Salesforce
10889881,Inactive Investor,Shaun Knoch,Founder;Managing Member,"Blackwood Investment Group, LLC",sknoch@blackwoodinvestment.com,,Salesforce
9644216,,Paul Elosegui,,,paul.elosegui@enclick.com,,List import
10937431,Inactive Investor,Timothy Lundgren,,"FBL Marketing Services, LLC Donnellson IA 424 Main St",timothy.lundgren@fblfinancial.com,,Salesforce
10954592,Inactive Investor,Kirsten Gagnier,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10924932,Inactive Investor,Matt Bauer,,State Farm VP Management Corp.,,,Salesforce
11105433,Inactive Investor,Tyler Glover,Director - Consulting Services;Partner,William Blair,tglover@williamblair.com,,Salesforce
10851093,Inactive Investor,Cass Chappell,Financial Planner,LPL Financial LLC Atlanta GA 3200 Cobb Galleria Pkwy,cass.chappell@lpl.com,,Salesforce
9594792,,Eri Panoti,,,epanoti@chathamfinancial.com,,List import
10792789,Inactive Investor,Christina Hoerter,Senior Client Service Associate,"Raymond James & Associates, Inc. West Nyack NY 1 Crosfield Ave",christina.hoerter@raymondjames.com,,Salesforce
11048556,Inactive Investor,Dax Thomas,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,dax.thomas.rakf@statefarm.com,,Salesforce
10975243,Inactive Investor,Gina Karkos,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,gkarkos@primerica.com,,Salesforce
245971,,Not Provided,Advisory Partner,a16z crypto,brianquintenz@yahoo.com,,Manual List Upload
6097861,,Abdulwahab Yosuf,,,auau3086@gmail.com,,Web Form Fillout
10948447,Inactive Investor,Christopher Alvarez,,"Raymond James Financial Services, Inc. Houston TX 15260 FM 529 Rd",christopher.alvarez@raymondjames.com,,Salesforce
10952961,Inactive Investor,Debra Lobello,Assistant Vice President,"Fifth Third Securities, Inc. Bonita Springs FL 12971 Bonita Beach Rd SE",debra.lobello@53.com,,Salesforce
11085860,Inactive Investor,Stephanie Holloway,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,smholloway@ft.newyorklife.com,,Salesforce
10965779,Inactive Investor,Bruce Griggs,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
373110,,louis russo,,[Unknown],lourusso58@gmail.com,,source
9617689,,Robert Antonoff,,,rantonoff@edencap.com,,List import
10972517,Inactive Investor,Ross Connell,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10966678,Inactive Investor,Sara Baker,Chief Planning Officer;President;Regulatory Contact,"Triad Wealth Partners, LLC",sara.baker@triadria.com,,Salesforce
11015795,Inactive Investor,Steven Tirpak,Financial Advisor,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",steven.tirpak@equitable.com,,Salesforce
10818474,Inactive Investor,Abbey Spoo,Chief Investment Officer;Managing Director,Marquette Wealth Management,abbey.spoo@marquetteam.com,,Salesforce
9598230,,Gregory Adams,,,gadams@dimeoschneider.com,,List import
9646103,,MAJID EDRISABADI,,,medrisabadi55@yahoo.com,,List import
10887547,Inactive Investor,Michael Hunter,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lafayette LA 1921 Kaliste Saloom Rd",michael.hunter1@wfafinet.com,,Salesforce
9627970,,Kristofer Thompson,,,kristofer.thompson@wolterskluwer.com,,List import
9582975,,Danette Dickerman,Talent Advisor,Fisher Investments,d.dickerman@fi.com,,List import
10797251,Inactive Investor,Randall Sanada,Chairman;President,"Alliance Advisory & Securities, LLC",rjsanada@allianceadvisory.com,,Salesforce
9586878,,Daniel Bennett,,,dbennett@loancore.com,,List import
9555495,,Donald Lee,,,don.lee@transamerica.com,,
11163157,Inactive Investor,Joshua Aden,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10510685,,Sean Walker,"Executive Director, Exchange Traded Fund ED",TEXAS CAPITAL BANK,sean.walker@texascapital.com,,List Import
339517,,Kerry Richardville,Consultant,Andco Consulting,kerryr@andcoconsulting.com,844-442-6326,Manual List Upload
11107566,Inactive Investor,Thomas Craner,Wealth Management Advisor,Strategic Planning Group,tom@spgutah.com,,Salesforce
10788753,Inactive Investor,Michael McVicker,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ames IA 1606 Golden Aspen Dr",mike.mcvicker@nm.com,,Salesforce
11098912,Inactive Investor,Charles Smith,Co-Chief Investment Officer;Partner,"Mayfair Advisory Group, LLC Birmingham AL 3300 Cahaba Rd",csmith@mayfairag.com,,Salesforce
11101244,Inactive Investor,Jamie Hollister,,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,jamie.hollister@morganstanley.com,,Salesforce
10852195,Inactive Investor,Hector Elizondo,Financial Professional,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",hector.elizondo@equitable.com,,Salesforce
10755302,Inactive Investor,Michael Hariaczyi,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11125290,Inactive Investor,Gary McNealis,,"Allstate Financial Services, LLC Hazleton PA 1092 N Church St",garymcnealis@allstate.com,,Salesforce
11168610,Inactive Investor,Diana Butler,,J.P. Morgan Securities LLC Fort Worth TX 600 Bailey Ave,diana.butler@jpmorgan.com,,Salesforce
10893395,Inactive Investor,Jordan Smith,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,,,Salesforce
10827056,Inactive Investor,Joseph Nguyen,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",joseph.h.nguyen@ml.com,,Salesforce
9624144,,Donald Mosher,,,donald.mosher@srz.com,,List import
10819163,Inactive Investor,Frankie Plasencia,,"Wells Fargo Clearing Services, LLC Carteret NJ 2 Holmes St",frankie.plasencia@wellsfargo.com,,Salesforce
10946757,Inactive Investor,Monica Dempsey,,Oppenheimer & Co. Inc. Boston MA 255 State St,monica.dempsey@opco.com,,Salesforce
10803269,Inactive Investor,Jay Green,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jay.green@fidelity.com,,Salesforce
11159528,Inactive Investor,Brett Elliott,Financial Advisor,"Golden State Wealth Management, LLC Carlsbad CA 7750 El Camino Real",brett.elliott@goldenstatewm.com,,Salesforce
9625427,,ELIJAH GIBSON,,,thatguywithabeard1@gmail.com,,List import
11165125,Inactive Investor,Joe Emerusabe,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",joe.emerusabe@ml.com,,Salesforce
10611648,,John Miller,Financial Advisor,,john.p.miller@wellsfargoadvisors.com,,List Import
10790539,Inactive Investor,Arturo Tabuenca,Founder;Managing Member;Regulatory Contact,Blue Marble Investments San Luis Obispo CA 1308 Monterey St,art@bluemarble.com,,Salesforce
10924498,Inactive Investor,Ryan Mace,,Fidelity Brokerage Services LLC,ryan.mace@fmr.com,,Salesforce
11208535,Inactive Investor,Donald Nadeja,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pittsburgh PA 136 15th St",,,Salesforce
9576405,,Anthony Pugliese,,,anthony@marshallfinancialgroup.com,,List import
9558323,,Jason Vargovchik,,,alpinesktcapital@gmail.com,,List import
11185545,Inactive Investor,Zacary White,,Fidelity Brokerage Services LLC,,,Salesforce
10819923,Inactive Investor,Russell Luce,,"Silver Oak Securities, Incorporated Orland Park IL 7600 Hemlock Dr",,,Salesforce
10799062,Inactive Investor,Gregory Kliegl,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",,,Salesforce
10648280,,Richard Levine,,,rlevine@sfpdenver.com,,List Import
199108,,Michael PeQueen,"Financial Analyst, Managing Director, Partner","Hightower Advisors, Llc",mpequeen@hightoweradvisors.com,702-567-5114,
9636822,,Dale Bowers,,,djbowers@djbfinancialinvest.com,,List import
10805879,Inactive Investor,Ryan Meyler,,"Wells Fargo Advisors Financial Network, LLC Collinsville IL 114 Southwood Trce",ryan.meyler@wfadvisors.com,,Salesforce
10864621,Inactive Investor,Steven Schade,,"Cambridge Investment Research, Inc. Traverse City MI 309 E Front St",,,Salesforce
9582271,,Randal Logan,,,rlogan@massmutual.com,,List import
169512,,Vedant Puri,,[Unknown],vedantpuri@gmail.com,,Paid Search
11037344,Inactive Investor,Timothy Kent,Assistant Vice President;Senior Consultant;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",timothy_kent@ml.com,,Salesforce
10855259,Inactive Investor,Karen Comer,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,karen.l.comer@jpmorgan.com,,Salesforce
4348093,,Douglas B,,,dougb@optonline.net,,Web form fillout
11018842,Inactive Investor,Michael Brooks,Financial Advisor,LPL Financial LLC Rochelle IL 340 May Mart Dr,michael.brooks@lpl.com,,Salesforce
204988,,William Walker,,[Unknown],billw1@gmail.com,,Organic Search
11156051,Inactive Investor,Janet De Vries,Financial Advisor,LPL Financial LLC Prescott AZ Private Residence,janet.devries@lpl.com,,Salesforce
9549889,,Stefan Askham,,,stefan.askham@googlemail.com,,List import
10777969,Inactive Investor,Selena Abraham,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,selena_abraham@vanguard.com,,Salesforce
11107826,Inactive Investor,Kara Armstrong,Chief Operating Officer,CapSouth Wealth Management,,,Salesforce
10772482,Inactive Investor,Thomas Sullivan,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley West Hartford CT 433 S Main St,thomas.d.sullivan@morganstanley.com,,Salesforce
11007236,Inactive Investor,Cristopher Asunto,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,casunto@primerica.com,,Salesforce
11180895,Inactive Investor,Allyson Bailey-Leonard,,"Pruco Securities, LLC. Newark NJ 213 Washington St",allyson.baileyleonard@prudential.com,,Salesforce
11115684,Inactive Investor,Clarissa Baresic,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
5354278,,pol dara,,,sesames156@turuma.com,,Web Form Fillout
10919910,Inactive Investor,Glen Morris,,Cetera Advisor Networks LLC Boca Raton FL Private Residence,,,Salesforce
10874421,Inactive Investor,Kyle Kadish,,"IBN Financial Services, Inc. Windham NH 55 Enterprise Dr",,,Salesforce
10952687,Inactive Investor,Ryan Schwartz,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",ryan.schwartz@schwab.com,,Salesforce
10644880,,Douglas Blauw,,,dblauw@williamblair.com,,List Import
11201717,Inactive Investor,Kyla Mcmoran,,"Concorde Investment Services, LLC Noble OK 111 S Main St",,,Salesforce
11035051,Inactive Investor,Mary Rios,,PFS Investments Inc. Newburgh NY 1662 Rte 300,maryerios@primerica.com,,Salesforce
240976,,Yohannes Haile,CCO,[Unknown],yohannes@goosehollowcapital.com,,Event
11154584,Inactive Investor,Lino Amaral,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
9622692,,kelvin sentosa,,,kelvinsntsa@gmail.com,,List import
11102557,Inactive Investor,Connor Murphy,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,connor.murphy@fmr.com,,Salesforce
10753504,Inactive Investor,Gregory Natiello,Consultant,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",gregory.natiello@wellsfargoadvisors.com,,Salesforce
10785386,Inactive Investor,Ariana Gonzalez-Dominguez,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,ariana.gonzalez@fidelity.com,,Salesforce
10849745,Inactive Investor,Aunali Chagpar,,LPL Financial LLC Lemont IL Private Residence,aunali.chagpar@lpl.com,,Salesforce
9555579,,Andrew Molinary,,,a.molinary@fi.com,,List import
10902326,Inactive Investor,Brandon Dinsmore,Registered Client Service Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,brandon.dinsmore@morganstanley.com,,Salesforce
11155635,Inactive Investor,Gregory Naber,,"Farmers Financial Solutions, LLC Boulder CO 1455 Yarmouth Ave",gnaber@farmersagent.com,,Salesforce
10952992,Inactive Investor,Michael Hazen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Parsippany NJ 1072 US Hwy 46",,,Salesforce
10982329,Inactive Investor,Jason Henry,,"Empower Financial Services, Inc Aurora CO Private Residence",jason.henry@empower.com,,Salesforce
10761837,Inactive Investor,Philip Novicki,Financial Advisor,Thrivent Investment Management Inc. Scottsdale AZ 14850 N Scottsdale Rd,phil.novicki@thrivent.com,,Salesforce
10819022,Inactive Investor,Lauray Kennedy,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",lauray.kennedy@schwab.com,,Salesforce
11070562,Inactive Investor,Felipe Mois,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,felipe.mois@jpmorgan.com,,Salesforce
11232301,Inactive Investor,Sean Hilliard,,"Empower Financial Services, Inc",sean.hilliard@empower.com,,Salesforce
10848227,Inactive Investor,Robin Dolezal,Chief Compliance Officer;Partner,"Ironwood Financial, LLC",robin.dolezal@ironwoodfinancial.com,,Salesforce
11074999,Inactive Investor,Bradley Duplicki,,"Wells Fargo Clearing Services, LLC Margate City NJ 8013 Atlantic Ave",bradley.duplicki@wellsfargo.com,,Salesforce
9622966,,ardon moore,,,amoore@barbnet.com,,List import
10440726,,Tendayi Sanyika,,,tendai21@yahoo.com,,Web Form Fillout
10821011,Inactive Investor,Maxine Bolton,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",boltonm@stifel.com,,Salesforce
11132349,Inactive Investor,Austin Robare,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
10611705,,Keith Gillotti,Financial Advisor,,keith.gillotti@wellsfargoadvisors.com,,List Import
11082090,Inactive Investor,Austin Duvall,,"Keystone Financial Group, LLC",austin.duvall@keystoneky.com,,Salesforce
11137789,Inactive Investor,Theresa Granton,,J.P. Morgan Securities LLC Monroe NY 845 State Rte 17M,theresa.granton@jpmorgan.com,,Salesforce
10765884,Inactive Investor,Kyle Richardson,Financial Advisor,Edward Jones Salem VA 1463 W Main St,kyle.richardson@edwardjones.com,,Salesforce
11235562,Inactive Investor,Aleco Savvas,Deputy Chief Investment Officer;Financial Analyst,"QP Wealth Management, LLC Boca Raton FL 301 E Yamato Rd",asavvas@qpwealthmanagement.com,,Salesforce
11099959,Inactive Investor,Elisabeth Dahlstrom,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,elisabeth.dahlstrom@fmr.com,,Salesforce
9638573,,Jaclyn McAllister,,,jmcallister@fabf.org,,List import
10789022,Inactive Investor,George Getz,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,george.getz@morganstanley.com,,Salesforce
11115277,Inactive Investor,Timothy Delgado,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,tdelgado@primerica.com,,Salesforce
142728,,Jeslwy Uy,Investment Manager,"HDI Securities, Inc.",jesleytanuy@hdisecurities.com,,
9594906,,Kyra Huang,,,khuang@sequoia-financial.com,,List import
371189,,Karla James,,United States,karla18@bellsouth.net,,source
10846990,Inactive Investor,Kurt Terrien,Chief Administrative Officer;Chief People Officer;Regulatory Contact,"Clarkston Capital Partners, LLC",kpt@clarkstoncapital.com,,Salesforce
11030135,Inactive Investor,Michael Orentlich,Investment Advisor Representative,"MML Investors Services, LLC Sarasota FL 4370 S Tamiami Trl",,,Salesforce
11090703,Inactive Investor,John Marvin,Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,jay.marvin@ubs.com,,Salesforce
11121544,Inactive Investor,Joel Brotherton,Financial Advisor,"Principal Securities, Inc. Chesterfield MO 17600 Chesterfield Airport Rd",brotherton.joel@principal.com,,Salesforce
11136771,Inactive Investor,David Leach,,"Farmers Financial Solutions, LLC Colleyville TX 6100 Colleyville Blvd",dleach@farmersagent.com,,Salesforce
11135482,Inactive Investor,Donald Campbell,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,dkcampbell@ft.newyorklife.com,,Salesforce
10820432,Inactive Investor,Albert Morris,Director - Alternative Investments;Investing with Impact Director;Managing Director - Wealth Management,Morgan Stanley Raleigh NC 3800 Glenwood Ave,lee.morris@morganstanley.com,,Salesforce
11013817,Inactive Investor,Harold Colston,,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",harold.colston@equitable.com,,Salesforce
3042610,,Aria Ex,,,ariaexchange@protonmail.com,,
11010416,Inactive Investor,Shaquililia Robbins,,Morgan Stanley Alpharetta GA 3 Edison Dr,shaquililia.robbins@morganstanley.com,,Salesforce
10909498,Inactive Investor,David Gamblin,,"Cambridge Investment Research, Inc. Merritt Island FL 2405 N Courtenay Pkwy",,,Salesforce
10644303,,Timothy Vaughan,,,timothyv@loopcap.com,,List Import
11012778,Inactive Investor,William Vandermyde,,Thrivent Investment Management Inc. Sterling IL 2000 Locust St,william.vandermyde@thrivent.com,,Salesforce
11006087,Inactive Investor,Tyler Gilbert,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,tgilbert@primerica.com,,Salesforce
11172178,Inactive Investor,Thomas Skeen,,Fidelity Brokerage Services LLC,,,Salesforce
9575501,,Richard OBryan,,,richard.obryan@usdmint.com,,List import
161418,,Kirill Mr,,[Unknown],bitcoin671@gmail.com,,
10815516,Inactive Investor,Grant Donaldson,Chief Compliance Officer;President,"Tudor Financial, Inc.",gdonaldson@tudorfinancial.com,,Salesforce
11228604,Inactive Investor,Luciana Puggina,Financial Solutions Advisor,J.P. Morgan Securities LLC Miami FL 1300 Ponce De Leon Blvd,,,Salesforce
10920466,Inactive Investor,David Dominguez,,Edward Jones Prosper TX 290 S Preston Rd,,,Salesforce
4933009,,kanh nha,,,neserek644@lance7.com,,Web Form Fillout
11120432,Inactive Investor,Timothy Yazawa,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,timothy.yazawa@fmr.com,,Salesforce
9613491,,Brandy Hamilton,,,bhamilton@castleark.com,,List import
11165401,Inactive Investor,Sandra Lobato,Supervisory Principal,LPL Financial LLC Independence OR Private Residence,sandra.lobato@lpl.com,,Salesforce
11207208,Inactive Investor,John Halsell,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Nashville TN 818 18th Ave S",john.halsell@rbc.com,,Salesforce
10487844,,Linsi Walker,Investment Executive,"Raymond James Financial Services Advisors, Inc",linsi.walker@raymondjames.com,,List Import
9548996,,David Pareja,,,david@parejamedicalconsulting.com,,List import
11120396,Inactive Investor,James Norman,,Goldman Sachs & Co.,,,Salesforce
11027528,Inactive Investor,Bryce Gunderson,,NYLIFE Securities LLC Council Bluffs IA 502 S 7th St,bagunderson@ft.newyorklife.com,,Salesforce
10943710,Inactive Investor,Irma Quinones,Financial Planner,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",irma.quinones@prudential.com,,Salesforce
237465,, -,,[[Unknown]],keshiatate2017@gmail.com,,Paid Search
11078511,Inactive Investor,Ryan Spiering,Financial Advisor,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,ryan.spiering@thrivent.com,,Salesforce
9630623,,Casey Chamberlain,,,chamberl.case9115@gmail.com,,List import
11132785,Inactive Investor,Andre Crosby,,LPL Financial LLC Erie PA 121 W 26th St,andre.crosby@lpl.com,,Salesforce
9557367,,Steven Foldes,,,sfoldes@ek-ff.com,,List import
10756170,Inactive Investor,Brent Garcia,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",brent.garcia@ml.com,,Salesforce
10976072,Inactive Investor,Lexine Passman,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",lexine.passman@robinhood.com,,Salesforce
11229163,Inactive Investor,Jess Wood,,Lincoln Investment Tyler TX 6725 Highlands Ct,,,Salesforce
11238068,Inactive Investor,Tammy Johnson,,Globeflex Capital Lp,tjohnson@globeflex.com,,Salesforce
10904177,Inactive Investor,Larry Anderson,,"Avantax Investment Services, Inc. San Francisco CA 5300 Geary Blvd",,,Salesforce
24205,,Grant Smith,Executive Vice President,Millburn Ridgefield Corporation,gsmith@millburncorp.com,1-203-625-7554,Initial Salesforce Import
11090050,Inactive Investor,Michael Leone,,"Cambridge Investment Research, Inc. Plantsville CT 1143 Meriden Waterbury Tpke",,,Salesforce
9625011,,Ian Clark,,,iancclark21@outlook.com,,List import
10942354,Inactive Investor,Omero Cruz Aguilar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9622465,,Sripriya Periyasamy,,,sripriya29195@gmail.com,,List import
10347646,,Donald Donald,,,donaldscott@diginey.com,,Web Form Fillout
9582437,,GBTC SUCKS,,,gbtsucks@gbtcsucks.com,,List import
10798212,Inactive Investor,Allison Plutt,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,allison.plutt@primerica.com,,Salesforce
8480399,,Marcus Stewart,,Northern Trust Investments,mas41@ntrs.com,(904) 329-0265,List Import
11025604,Inactive Investor,James Rodriguez,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,james.rodriguez@primerica.com,,Salesforce
10916412,Inactive Investor,Scott Sorrell,,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
235308,, -,,[[Unknown]],pgkalispb@gmail.com,,
9596810,,Joseph Celentano,,,joe.celentano@unisonim.com,,List import
10756310,Inactive Investor,Andrew Soontharotoke,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",andrew.soontharotoke@ml.com,,Salesforce
11096128,Inactive Investor,Aliceson Milanowski,Financial Professional,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
11032031,Inactive Investor,Adam Bartek,,"First Command Brokerage Services, Inc. Vancouver WA 400 E Mill Plain Blvd",arbartek@firstcommand.com,,Salesforce
373247,,Vikram Koganti,,[Unknown],vikramkoganti@gmail.com,,source
11147696,Inactive Investor,Corey Fitzgibbon,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,corey.fitzgibbon@fidelity.com,,Salesforce
9626192,,Muse Mohamed,,,haakowptyltd@gmail.com,,List import
11021200,Inactive Investor,Kenna Duncan,,"Allstate Financial Services, LLC Hendersonville TN 105 Bluegrass Commons Blvd",kennaduncan@allstate.com,,Salesforce
9562178,,Jesse Dow,,,jesseldow@gmail.com,,List import
10691822,,Daniel SIADONOU,,,btceth3222@gmail.com,,Web Form Fillout
10869444,Inactive Investor,Damon De Dario,,J.P. Morgan Securities LLC Rockford IL 6000 E State St,damon.m.dedario@jpmorgan.com,,Salesforce
10843479,Inactive Investor,Michael Armour,,"Osaic Wealth, Inc. Hutchinson KS 2911 N Plum St",,,Salesforce
10921056,Inactive Investor,Patrick Lovelady,Financial Advisor,Hilltop Securities Inc. Amarillo TX 701 S Taylor St,,,Salesforce
9551461,,Kimberly Grandinetti,,,kim.grandinetti@transamerica.com,,List import
11196251,Inactive Investor,Aman Jagga,,Cetera Financial Specialists LLC El Segundo CA 2301 Rosecrans Ave,aman.jagga@cetera.com,,Salesforce
11031671,Inactive Investor,Jesus Marquez,President,EZ Financial Group Inc.,jesus@ezfgi.com,,Salesforce
10766012,Inactive Investor,Alexander Christon,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,alexander.christon@jpmorgan.com,,Salesforce
10859524,Inactive Investor,Christopher Ruck,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,christopher.ruck@edwardjones.com,,Salesforce
9573129,,James Sura,,,jsura@paloma.com,,List import
10873979,Inactive Investor,Brooke Barnes,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Clovis CA 2491 Alluvial Ave",brooke.barnes@mutualofomaha.com,,Salesforce
11146299,Inactive Investor,Nicholas Wendt,Wealth Advisor,"Independent Advisor Alliance, LLC Richfield WI 1717 Wolf Rd",,,Salesforce
11134099,Inactive Investor,Jill Murphy,Financial Advisor,"Ameriprise Financial Services, LLC Issaquah WA 320 Newport Way NW",jill.a.murphy@ampf.com,,Salesforce
10493957,,Nalini Gupta,,,nalini.gupta@protonmail.com,203-572-4347,Web Form Fillout
10896299,Inactive Investor,Max Carchidi,,Fidelity Brokerage Services LLC,,,Salesforce
10971500,Inactive Investor,Kailyn Neat,Associate Wealth Advisor;Financial Planning Associate;Wealth Advisor,Bartlett & Co. Wealth Management LLC,kneat@bartlett1898.com,,Salesforce
11235717,Inactive Investor,Jacob Duke,Chief Compliance Officer;Owner,Rivertree Wealth,jacob@rivertreewealth.com,,Salesforce
10879298,Inactive Investor,Andrew Beytagh,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9644885,,Sylvain Gagnon,,,gagnon_sylvain@hotmail.com,,List import
10974565,Inactive Investor,Chad Parker,,"First Horizon Advisors, Inc. Johnson City TN 2112 N Roan St",chad.parker@firsthorizon.com,,Salesforce
11047312,Inactive Investor,Hannah Siebens,,"Pruco Securities, LLC. Story City IA 628 Broad St",hannah.siebens@prudential.com,,Salesforce
40174,,Nicole Penland,Financial Advisor,"SunTrust Advisory Services, Inc.",nicole.penland@suntrust.com,941-951-3121,
10999754,Inactive Investor,Joeanne Evans,,PFS Investments Inc. Columbus GA 233 12th St,jevans.rmgl9@primerica.com,,Salesforce
11008383,Inactive Investor,Seth Owen,,D.A. Davidson & Co. Prospect KY Private Residence,,,Salesforce
10869436,Inactive Investor,Kohl Kinnerup,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9629896,,bill nye,,,billnye@gmail.com,,List import
11126400,Inactive Investor,Eric Moore,,"Parkland Securities, LLC Miami FL 5251 SW 64th Ave",emoore@parklandrep.com,,Salesforce
218507,,Ke Thomas,,[Unknown],kjt75@att.net,,
10945815,Inactive Investor,Jack Cramer,,Edward Jones Austin TX 3801 N Capital of Texas Hwy,jack.cramer@edwardjones.com,,Salesforce
9554699,,Michael Winkel,,,mwinkel@logiapm.com,,List import
11016812,Inactive Investor,Bruce Wall,Financial Advisor,Edward Jones Goodyear AZ 15150 W Park Pl,bruce.wall@edwardjones.com,,Salesforce
9553116,,Kelly Desgrosseilliers,,,kelly.desgrosseilliers@gmail.com,,List import
10882953,Inactive Investor,Keith Young,Financial Advisor,Edward Jones Roseburg OR 4211 NE Stephens St,keith.young@edwardjones.com,,Salesforce
11044313,Inactive Investor,Meredith Beaupre,,J.P. Morgan Securities LLC Houston TX 600 Travis St,meredith.h.hopson@jpmorgan.com,,Salesforce
9593345,,Karim Nord,,,karim@orica.io,,List import
216576,,Thomas Drake,,UBS Wealth Management,tom.drake@ubs.com,,Event
11042778,Inactive Investor,Bradley Itagaki,,"Raymond James Financial Services, Inc. Honolulu HI 1580 Kapiolani Blvd",brad.itagaki@raymondjames.com,,Salesforce
10988142,Inactive Investor,Tyler Miller,Financial Advisor,PNC Investments Tyler TX 215 W Southwest Loop 323,t.miller@pnc.com,,Salesforce
10974853,Inactive Investor,Andrew Bothell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10999442,Inactive Investor,Errol Schulz,,J.P. Morgan Securities LLC New York NY 65 Worth St,,,Salesforce
10964702,Inactive Investor,Adam Hunsche,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11053949,Inactive Investor,Kristen Chambers,,"Osaic Wealth, Inc. Buffalo NY 361 Delaware Ave",,,Salesforce
10755672,Inactive Investor,Jennifer Eagan,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",jennifer.eagan@ml.com,,Salesforce
10760124,Inactive Investor,Arunthathi Theivakumaran,,Citigroup Global Markets Inc.,bobbie.theivakumaran@citigroup.com,,Salesforce
7238344,,ewrdew qwe,,,bevito6616@oniecan.com,,Web form fillout
10945719,Inactive Investor,Cynthia Barnett,Financial Advisor,"Osaic Wealth, Inc. Kemah TX 2300 Anders Ln",,,Salesforce
10808971,Inactive Investor,David Janssen,Financial Consultant;Partner,"Equitable Advisors, LLC Omaha NE 1111 N 102nd Ct",david.janssen@equitable.com,,Salesforce
11152135,Inactive Investor,Kolby Harris,Financial Professional,"Equitable Advisors, LLC Overland Park KS 7400 W 110th St",kolby.harris@equitable.com,,Salesforce
10959806,Inactive Investor,Alison Robertson,,Vanguard Marketing Corporation,alison_robertson@vanguard.com,,Salesforce
10813938,Inactive Investor,Christine Wagner,,State Farm VP Management Corp. New London CT 400 Bayonet St,,,Salesforce
11151429,Inactive Investor,Eric Dubroc,,"Osaic Wealth, Inc. Mandeville LA Private Residence",,,Salesforce
10841760,Inactive Investor,Cynthia Boyle,,"Stifel Independent Advisors, LLC Landrum SC 910 E Rutherford St",cboyle@stifelindependence.com,,Salesforce
10890679,Inactive Investor,Kelli Dougherty,Client Service Associate;Institutional Consulting Associate,Morgan Stanley Columbus OH 41 S High St,kelli.dougherty@morganstanley.com,,Salesforce
11170585,Inactive Investor,Lin Qian Shao,,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,,,Salesforce
10925507,Inactive Investor,Garth Paulicheck,Financial Advisor,Edward Jones Warner Robins GA 402 Corder Rd,garth.paulicheck@edwardjones.com,,Salesforce
10899116,Inactive Investor,Matthew Grubb,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Sebring FL 2478 US Hwy 27 N",matthew.grubb@morganstanley.com,,Salesforce
10948220,Inactive Investor,Nicole Jackson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waldorf MD 3255 Crain Hwy",nicole.m.jackson@ml.com,,Salesforce
10878011,Inactive Investor,Connor Harrington,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Senior Vice President,Morgan Stanley Rockville MD 702 King Farm Blvd,,,Salesforce
9612495,,Frank Wei,,,frank.wei@envestnet.com,,List import
11059286,Inactive Investor,James Huskin,Financial Advisor,"Forum Financial Management, LP",dhuskin@forumfinancial.com,,Salesforce
10760613,Inactive Investor,George Wilkins,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,george.s.wilkins@jpmorgan.com,,Salesforce
10896263,Inactive Investor,Helen Wheeler,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10889180,Inactive Investor,Chase Arneson,Research Analyst,Fisher Investments Redwood City CA 13100 Skyline Blvd,c.arneson@fi.com,,Salesforce
9592819,,Jason Wainscott,,,jwainscott@formidableam.com,,List import
9551778,,Thomas Gahan,,,tgahan@procyonpartners.net,,List import
11229082,Inactive Investor,Emma Wilson,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10902544,Inactive Investor,Richard Myers,,"Osaic Wealth, Inc. Cadillac MI 7192 E 34 Rd",,,Salesforce
10980111,Inactive Investor,Robert John,,NYLIFE Securities LLC Kensington CA Private Residence,rjohn@ft.newyorklife.com,,Salesforce
10954704,Inactive Investor,Eddy Hung,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,eddy.hung@opco.com,,Salesforce
10648251,,Thomas Braun,,,tbraun@theoryfinance.com,,List Import
186243,,Geoffrey Doyen,,[Unknown],geoffrey.doyen@gmail.com,,source
11173645,Inactive Investor,Blake Cecil,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",blake_cecil@ml.com,,Salesforce
9574667,,Matt Turnquist,,,matt@fyresite.com,,List import
10890832,Inactive Investor,Brian Rennie,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",brian.rennie@schwab.com,,Salesforce
9548039,,Rodney Jackson,,,rmjackson59@outlook.com,,List import
11137170,Inactive Investor,Hiral Patel,,J.P. Morgan Securities LLC Raleigh NC 2931 Sherman Oak Pl,hiral.x2.patel@chase.com,,Salesforce
10919720,Inactive Investor,Richard Sunde,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,richard.sunde.b5g0@statefarm.com,,Salesforce
9625343,,Benedict Garnell,,,bengarnell@gmail.com,,List import
10883154,Inactive Investor,Derek Hernquist,Advisor,"Aptus Capital Advisors, LLC Charlotte NC Private Residence",derek@aptuscapitaladvisors.com,,Salesforce
10619319,,Oscar Aguinaga,,,oscar.aguinaga@morganstanley.com,,List Import
11055892,Inactive Investor,John Moore,,State Farm VP Management Corp. Falls Church VA 7245 Arlington Blvd,,,Salesforce
11137549,Inactive Investor,Timothy McCarley,,LPL Financial LLC Rogers AR 2601 S Champions Dr,timothy.mccarley@lpl.com,,Salesforce
10953161,Inactive Investor,Kirsten Gruber,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5855 Sandy Springs Cir Ne",kirsten.gruber@ampf.com,,Salesforce
11193457,Inactive Investor,Tony Tuntasit,,"Raymond James & Associates, Inc.",tony.tuntasit@raymondjames.com,,Salesforce
10897818,Inactive Investor,David Derusso,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11079088,Inactive Investor,John Dewitt,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",john.dewitt@ml.com,,Salesforce
352841,,Laura Powell,Corporate Bookkeeper,Financial Insights Inc,ljpowelltax@comcast.net,253-627-6010,Manual List Upload
10906724,Inactive Investor,Lucas Barnard,,Morgan Stanley Tempe AZ 58 S River Dr,lucas.barnard@morganstanley.com,,Salesforce
9643001,,June Janovsky,,,jjanovsky@gmail.com,,List import
10938907,Inactive Investor,Arnold Caceres,,Citigroup Global Markets Inc.,,,Salesforce
175239,,Debbie Fielder,Fund Manager,[Unknown],debbie.a.fielder@flintshire.gov.uk, +44 (0)1352 702 259,Database Upload
9582444,,Caleb Zaborowski,,,caleb.zaborowski@valic.com,,List import
10487145,,Nasmi Morales,"Financial Professional, Retirement Planning Specialist","Equitable Advisors, LLC",nasmi.morales@equitable.com,,List Import
11156046,Inactive Investor,Christian Tice,Financial Advisor,LPL Financial LLC San Jose CA 1190 S Bascom Ave,christian.tice@lpl.com,,Salesforce
11197486,Inactive Investor,Todd Surgo,,Key Investment Services LLC,tsurgo@kisinvestments.com,,Salesforce
10907260,Inactive Investor,Benjamin Goode,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
10766738,Inactive Investor,Matthew Cimino,Senior Client Associate,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",matthew.cimino@wellsfargoadvisors.com,,Salesforce
370360,,Hebron NA,,[Unknown],,571-265-4388,Salesforce
11098874,Inactive Investor,Andrew Russo,Chief Compliance Officer;Managing Member,"Pushkin Advisory Group, LLC",,,Salesforce
11025198,Inactive Investor,Kurtis Zuiker,,State Farm VP Management Corp. Eagle River WI 302 W Pine St,,,Salesforce
10785865,Inactive Investor,Joshua Burnley,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,joshua.burnley@fidelity.com,,Salesforce
10898289,Inactive Investor,Alexander Girard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",alexander.girard@ml.com,,Salesforce
10793092,Inactive Investor,Albert Marquez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10827990,Inactive Investor,Laura White,Financial Advisor;Senior Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,laura.white@morganstanley.com,,Salesforce
10914464,Inactive Investor,Emilio Guajardo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",emilio.guajardo@ml.com,,Salesforce
11201537,Inactive Investor,Keythe Ward-Aguilar,Chief Compliance Officer;Managing Member,"ProCore Advisors, LLC",keythe@procoreadvisors.com,,Salesforce
10964930,Inactive Investor,Jillian Yanick,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",jillian.yanick@nm.com,,Salesforce
10891142,Inactive Investor,Kevin Sullivan,Financial Advisor,Edward Jones Ormond Beach FL 555 W Granada Blvd,kevin.sullivan@edwardjones.com,,Salesforce
9640264,,Benjamin Liou,,,bliou@getty.edu,,List import
10992507,Inactive Investor,Carly Jordan,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,,,Salesforce
11009446,Inactive Investor,Coleman Cox,,"Osaic Wealth, Inc. Richmond VA 8720 Stony Point Pkwy",,,Salesforce
9615475,,Tzvika Zelentzer,,,meravhn@gmail.com,,List import
9611664,,Adrien Diou Hirtz,,,adriendiouhirtz@gmail.com,,List import
10874371,Inactive Investor,Steven Rawlins,,"Avantax Investment Services, Inc. Jacksonville FL 4651 Salisbury Rd",,,Salesforce
10817495,Inactive Investor,Donald Moore,Alternative Investment Director;Financial Advisor;Senior Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,corey.moore@morganstanley.com,,Salesforce
11156786,Inactive Investor,James Fernan,,LPL Financial LLC Elmira NY 802 County Road 64,james.fernan@lpl.com,,Salesforce
10606496,,Christopher Doherty,"Account Vice President, Portfolio Manager",UBS Financial Services Inc.,christopher.j.doherty@ubs.com,212-713-7800,List Import
10974171,Inactive Investor,Eriberto Sandoval,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10659582,,Edmond Ducett,,,ed.ducett@aretewealth.com,,List Import
202219,,Steve Houston,Managing Director,iCapital,shouston@icapitalnetwork.com,917-446-1562,
11065153,Inactive Investor,Antoine Duncan,,"Avantax Investment Services, Inc. Frisco TX Private Residence",,,Salesforce
372884,,Hamed Adib,,[Unknown],hamedadib666@gmail.com,,source
10845153,Inactive Investor,William Lagos,Senior Vice President,Verus Financial Partners,wlagos@verusfp.com,,Salesforce
11115076,Inactive Investor,Theodore Glotzbach,Financial Advisor,"Osaic Wealth, Inc. Lemont IL Private Residence",,,Salesforce
10980017,Inactive Investor,Grant Welch,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",grant.welch@nm.com,,Salesforce
9626770,,Guruh Putranto,,,lazylabs.inc@gmail.com,,List import
10941849,Inactive Investor,Harold Ebert,,"MML Investors Services, LLC Champlin MN Private Residence",hebert@massmutual.com,,Salesforce
11010966,Inactive Investor,Christopher Baumann,Financial Advisor,"BCG Securities, Inc.",cbaumann@bcgsecurities.com,,Salesforce
10873495,Inactive Investor,Farrel Simpson,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",farrel.simpson@bofa.com,,Salesforce
11015446,Inactive Investor,Nikolas Okita,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",nikolas.h.okita@ampf.com,,Salesforce
10983349,Inactive Investor,Michael Goodrich,Chief Compliance Officer;Founder;Managing Member,Goodrich Financial Advisory LLC,michael@goodrichfinancialadvisory.com,,Salesforce
10795173,Inactive Investor,James Ugone,,Novem Group Topsfield MA 7 Grove St,jugone@americanportfolios.com,,Salesforce
10801462,Inactive Investor,Paul Backus,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",paul.backus@wellsfargoadvisors.com,,Salesforce
10959816,Inactive Investor,Sean Scaffidi,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9640307,,David Francl,,,david.francl@sfgov.org,,List import
11031241,Inactive Investor,Thomas Lewis,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,tom.lewis.pwl1@statefarm.com,,Salesforce
11192431,Inactive Investor,Chance Wright,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,cwright.84blc@primerica.com,,Salesforce
9622415,,lorenzo menozzi,,,l.menozzi3@gmail.com,,List import
10647194,,Jeffrey Strittmatter,,,jeffrey.strittmatter@transamerica.com,,List Import
10753028,Inactive Investor,Luther Rutledge,Financial Advisor,"Synovus Securities, Inc. Newnan GA 110 Jefferson St",lutherrutledge@synovus.com,,Salesforce
10881878,Inactive Investor,Andrew Chang,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11062839,Inactive Investor,Karen Coyne,,"Raymond James Financial Services, Inc. Hagerstown MD 12920 Conamar Dr",karen.coyne@raymondjames.com,,Salesforce
11069073,Inactive Investor,Jaclyn Green,,Snowden Account Services LLC,jgreen@snowdenlane.com,,Salesforce
9582099,,Thompson Santana,,,thompsons769@aol.com,,List import
12,,,,,k.scotty05@cajsoft2020.plus.com,,
11061185,Inactive Investor,Daniel Green,Financial Advisor,Edward Jones Fort Worth TX 1201 W Magnolia Ave,dan.green@edwardjones.com,,Salesforce
350508,,Bradford Hoffman,Director,Maxim Financial Advisors Llc,bhoffman@maximgrp.com,212-895-3500,Manual List Upload
11021919,Inactive Investor,Jon Bright,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",jon.bright@prudential.com,,Salesforce
104801,,Prassanth Kamalanathan,,Doctor,prassanth17@gmail.com,104015417,
11179563,Inactive Investor,Robert Rosenberg,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley,robert.j.rosenberg@morganstanley.com,,Salesforce
10881453,Inactive Investor,Brock Morgan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",brock.morgan@ml.com,,Salesforce
10884469,Inactive Investor,John Zemlin,Financial Planning Assistant,"Ameriprise Financial Services, LLC Seattle WA 723 Broadway E",john.e.zemlin@ampf.com,,Salesforce
10925206,Inactive Investor,Amaya Graham,,Fidelity Brokerage Services LLC,,,Salesforce
10907692,Inactive Investor,Justin Skarie,,Country Capital Management Company Detroit Lakes MN 303 Holmes St W,j.skarie@countryfinancial.com,,Salesforce
11118980,Inactive Investor,Richard Bonge,,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",richard.bonge@ampf.com,,Salesforce
9614652,,Haoda Li,,,haoda2@gmail.com,,List import
11062898,Inactive Investor,Mark Dalman,,Cetera Advisor Networks LLC Grand Rapids MI 2050 Celadon Dr NE,,,Salesforce
10658659,,Meagan Hammer,,,meagan.d.hammer@chase.com,,List Import
11155078,Inactive Investor,Maya Frommer,,Jefferies LLC,mfrommer@jefferies.com,,Salesforce
10951279,Inactive Investor,Deborah Drummond,,Citigroup Global Markets Inc. Clovis CA 20 W Shaw Ave,,,Salesforce
11171599,Inactive Investor,Suzanne King,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated,sking@rwbaird.com,,Salesforce
11173234,Inactive Investor,Kyle Reid,Financial Advisor,Edward Jones Port Arthur TX 3300 Jimmy Johnson Blvd,kyle.reid@edwardjones.com,,Salesforce
10772319,Inactive Investor,Robert Gabler,Associate Vice President;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Brea CA 10 Pointe Dr,robert.gabler@morganstanley.com,,Salesforce
11104762,Inactive Investor,Jessica Freeman,Client Service Associate;Investment Portfolio Associate,"Raymond James & Associates, Inc. West Nyack NY 1 Crosfield Ave",jessica.freeman@raymondjames.com,,Salesforce
10873740,Inactive Investor,Jonathan Livingston,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",,,Salesforce
9592815,,John Cervetto,,,jwcervetto@gmail.com,,List import
9609831,,Gina Lehner,,,glehner@friedmanllp.com,,List import
11068791,Inactive Investor,Douglas Wahl,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",douglas_wahl@ml.com,,Salesforce
11228948,Inactive Investor,Tijuana Brown,Principal,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11070148,Inactive Investor,Brian Paul,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,brian.j.paul@jpmorgan.com,,Salesforce
9597342,,Nelson Esteves,,,togshod7@gmail.com,,List import
11121481,Inactive Investor,Danielle Auriemma,,Commonwealth Financial Network San Diego CA 600 W Broadway,dauriemma@commonwealth.com,,Salesforce
10972134,Inactive Investor,Shelby French,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shelby.french@tiaa.org,,Salesforce
10867330,Inactive Investor,Sharad Rao,,NYLIFE Securities LLC Irvine CA 2338 Scholarship,smrao@ft.newyorklife.com,,Salesforce
11058683,Inactive Investor,Brock Bettenhausen,,"Raymond James Financial Services, Inc. Mountain Home AR 1216 Hwy 62 E",brock.bettenhausen@raymondjames.com,,Salesforce
221310,,James Crum,,retired,webecrums@msn.com,,source
10979473,Inactive Investor,Alexander Drust,,Vanguard Marketing Corporation,alexander_drust@vanguard.com,,Salesforce
10619838,,Toni Bregenzer,,,tbregenzer@stratwealth.com,,List Import
10769916,Inactive Investor,Joseph Brodecki,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",,,Salesforce
11037650,Inactive Investor,Angie Burrows,,Morgan Stanley La Jolla CA 1250 Prospect St,angie.burrows@morganstanley.com,,Salesforce
50334,,Xinzi Yuan,,"Transamerica Financial Advisors, Inc",x.yuan@transamerica.com,262-783-4000,
9602604,,jon travers,,,jontrav6@gmail.com,,List import
11143546,Inactive Investor,Jolanta Haughn,,William Blair Atlanta GA 3060 Peachtree Rd NW,jhaughn@williamblair.com,,Salesforce
11183048,Inactive Investor,Gaye Pike,,"NBC Securities, Inc. Columbia TN 708 N Main St",,,Salesforce
10870003,Inactive Investor,Mark Chin,Financial Advisor,Edward Jones Madison WI 5202 Eastpark Blvd,mark.chin@edwardjones.com,,Salesforce
10875761,Inactive Investor,Russell Bosworth,Chief Compliance Officer;Founder;Member;President,"Bosworth Financial Services, LLC",rb@bosworthfinancial.com,,Salesforce
10800371,Inactive Investor,Javier Oreamuno,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,javier.f.oreamuno@jpmorgan.com,,Salesforce
11063057,Inactive Investor,Brett Niven,,"Beach Cities Wealth Management, LLC Manhattan Beach CA 1220 Highland Ave",,,Salesforce
11138629,Inactive Investor,Tabitha Satchwell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 3620 Tennessee Ave",tabitha.satchwell@ml.com,,Salesforce
11094550,Inactive Investor,Kent Matsumoto,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11088725,Inactive Investor,Jesse Miller,,LPL Financial LLC Amarillo TX 1626 S Washington St,jesse.c.miller@lpl.com,,Salesforce
11098110,Inactive Investor,Sydney Jamieson,,"CapFinancial Securities, LLC. Lake Mary FL 100 Colonial Center Pkwy",,,Salesforce
11050620,Inactive Investor,Joseph Crifasi,,"First Bankers' Banc Securities, Inc",,,Salesforce
11125810,Inactive Investor,Katherine Buyck,,LPL Financial LLC Columbia SC 1441 Main St,katherine.buyck@lpl.com,,Salesforce
9646445,,Ksks Sed,,,disjs@sjjs.com,,List import
10843704,Inactive Investor,Nancy Murray,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Longview TX 1302 Judson Rd",nancy.murray@rbc.com,,Salesforce
10857870,Inactive Investor,Meagan Laux,,"RBC Capital Markets, LLC Fort Worth TX 3230 Camp Bowie Blvd",,,Salesforce
11189511,Inactive Investor,Eric Ferreira,,"Ceros Financial Services, Inc. Norwalk CT 50 Washington St",eferreira@cerosfs.com,,Salesforce
9565865,,Justin Gregory,,,jgregory01@ft.newyorklife.com,,List import
9647515,,Rakesh Mehta,,,rockymehta@gtpartners.biz,,List import
10828629,Inactive Investor,Jeremy Evans,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11073717,Inactive Investor,Shawn Walker,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Austin TX 301 Congress Ave,shawn.walker@morganstanley.com,,Salesforce
11091877,Inactive Investor,Netra Pokhrel,,NYLIFE Securities LLC Round Rock TX 4001 Sable Oaks Dr,npokhrel@ft.newyorklife.com,,Salesforce
10764872,Inactive Investor,Rolando Guzman,Director,Morgan Stanley Rockville MD 702 King Farm Blvd,ron.guzman@morganstanley.com,,Salesforce
10947830,Inactive Investor,Kenneth Graham,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,ken.graham.vaa3zd@statefarm.com,,Salesforce
10818134,Inactive Investor,Luke Zahm,Premier Banker,"Wells Fargo Clearing Services, LLC Sauk Rapids MN 115 1st St S",luke.zahm@wellsfargoadvisors.com,,Salesforce
6812045,,Anisar Rahman,,,anisarucc@gmail.com,,Web Form Fillout
11011449,Inactive Investor,Samuel Hardin,Investment Associate,L.M. Kohn & Company,,,Salesforce
11103092,Inactive Investor,Owen Ranck,,"W&S Brokerage Services, Inc. Indianapolis IN 8520 Allison Pointe Blvd",,,Salesforce
11218810,,Kenneth Cusick,,,kenneth_cusick@glic.com,,Other
343970,,Jennifer Harper,Director And CCO,"Bridge Financial Planning, Llc",jennifer@bridgefinancialplanning.com,423-713-7820,Manual List Upload
10986257,Inactive Investor,Mark Lake,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",lake.mark@principal.com,,Salesforce
10611415,,Maureen Decker,Financial Advisor,,mdecker@pfinancialservices.com,,List Import
11107333,Inactive Investor,Steven Erfman,,J.P. Morgan Securities LLC Littleton CO 1605 Mayberry Dr,steven.t.erfman@jpmorgan.com,,Salesforce
11125896,Inactive Investor,Michael King,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",michael.a.king@ampf.com,,Salesforce
9627331,,Daniel Abdul aziz,,,marshallslim4@gmail.com,,List import
230497,, -,,[[Unknown]],pvs44@yahoo.com,,Advertising
10825431,Inactive Investor,Nancy Wilson,Financial Advisor,Morgan Stanley Portsmouth NH 1 Harbour Pl,nancy.m.wilson@morganstanley.com,,Salesforce
10891573,Inactive Investor,Scott Genesevich,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",scott.genesevich@bofa.com,,Salesforce
11021530,Inactive Investor,Kevin Sealy,,J.P. Morgan Securities LLC Providence UT 84 N Hwy 165,,,Salesforce
11101226,Inactive Investor,Scot Shyman,,Commonwealth Financial Network Phoenix AZ 2720 E Camelback Rd,sshyman@cfnmail.com,,Salesforce
10996324,Inactive Investor,Courtney Small,Manager;Operational Risk Management,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11025688,Inactive Investor,Richard Taylor,,Thrivent Investment Management Inc. Norman OK 2776 Washington Dr,,,Salesforce
11102772,Inactive Investor,Fallon Benito,,J.P. Morgan Securities LLC Wickenburg AZ 800 W Wickenburg Way,fallon.benito@jpmorgan.com,,Salesforce
9545731,,David Robinson,,,bpeterson@rtsadvisors.com,,List import
10844844,Inactive Investor,William Novak,Chief Compliance Officer;Chief Financial Officer;Member,Cherry Creek Family Offices,ben@cherrycreekfamilyoffices.com,,Salesforce
10836730,Inactive Investor,Jimmy Davidson,,Lampert Capital Markets Inc. New York NY 444 Madison Ave,,,Salesforce
10759809,Inactive Investor,Sidney Klem,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",keith_klem@ml.com,,Salesforce
11146692,Inactive Investor,Satbir Singh,Premier Banker,"Wells Fargo Clearing Services, LLC Sacramento CA 3001 Capitol Ave",satbir.singh@wellsfargo.com,,Salesforce
9566287,,Susan Lemieux,,,slemieux@nationalsecurities.com,,List import
9563019,,Douglas Mitchell,,,douglas.mitchell@fmr.com,,List import
11262012,Inactive Investor,Jonathan Murelli,"VP, Consulting Group",Discovery Data,jmurelli@discoveryco.com,17326768370,Salesforce
11230109,Inactive Investor,Jessica Dubois,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,jldubois@ft.newyorklife.com,,Salesforce
11260315,Inactive Investor,Caitlin Kellough,,"Bessemer Investor Services, Inc. Miami FL 801 Brickell Ave",,,Salesforce
10849516,Inactive Investor,David Meek,,Cetera Advisors LLC Framingham MA 40 Speen St,,,Salesforce
10993590,Inactive Investor,Eddie Sidel Sanchez,,Edward Jones Virginia Beach VA 295 Bendix Rd,,,Salesforce
11123981,Inactive Investor,Nicholas Johnson,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",,,Salesforce
244016,,Michelle Richter,Founder,"Fiduciary Insurance Services, Llc.",mrichterfis@gmail.com,13478710823,Manual List Upload
10923926,Inactive Investor,Eliza Nuffer,Client Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,,,Salesforce
11009208,Inactive Investor,Steven Lisuzzo,,Cetera Financial Specialists LLC Albany NY Private Residence,,,Salesforce
11068031,Inactive Investor,Mohammad Ali Sepehrnia,,LPL Financial LLC Irvine CA 14477 Culver Dr,ali.sepehrnia@wellsfargo.com,,Salesforce
11142864,Inactive Investor,Kenton Bradley,Financial Advisor,"Ameriprise Financial Services, LLC Auburn CA 13620 Lincoln Way",kenton.a.bradley@ampf.com,,Salesforce
5216698,,Estela Calderon Cariño,,,estelachiquis2004@gmail.com,2228503860,Web Form Fillout
78500,,Thomas Gore,CCO And President,"Keen Capital, Llc",thomas@coreadvisors.com,803-941-4440,Manual List Upload
10997912,Inactive Investor,Loren Eggleston,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,lkeggleston@ft.newyorklife.com,,Salesforce
339669,,Marzena Zareba,Assistant Vice President,Pembrook Capital Management Llc,mzareba@pembrookgroup.com,212-906-8682,Manual List Upload
10826136,Inactive Investor,Elena Chambous,Financial Advisor,LPL Financial LLC Morristown NJ 5 Budd St,elena.chambous@lpl.com,,Salesforce
10840190,Inactive Investor,Max Lewis,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",max.lewis@wellsfargoadvisors.com,,Salesforce
10794005,Inactive Investor,Tryg Nederloe,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
9644614,,Andrea Smith,,,andreasmith@janney.com,,List import
11123960,Inactive Investor,James Vanderwerf,,J.P. Morgan Securities LLC Florence KY 8480 US Hwy 42,,,Salesforce
10910287,Inactive Investor,Alex Brusda,Investment Analyst;Portfolio Manager;Vice President,North Star Asset Management Inc,abrusda@northstarinvestments.com,,Salesforce
10873163,Inactive Investor,Lawrence Brown,,"American Portfolios Financial Services, Inc. White Plains NY 470 Mamaroneck Ave",,,Salesforce
334943,,Sean Whelan,Chief Sales Officer,"Alphastar Capital Management, Llc",sean.whelan@alphastarcm.com,855-340-2514,Manual List Upload
10839921,Inactive Investor,David Geske,,"Raymond James Financial Services, Inc. Blaine WA 288 Martin St",david.geske@raymondjames.com,,Salesforce
11072941,Inactive Investor,Jonathan Brito,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",jonathan.brito@nm.com,,Salesforce
11111909,Inactive Investor,Jerel Yates,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jerel.yates@tiaa.org,,Salesforce
10834065,Inactive Investor,Michael Berry,,"Cambridge Investment Research, Inc. Grand Junction CO 372 Ridges Blvd",,,Salesforce
11149762,Inactive Investor,Colin Jones,Specialist,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
10777533,Inactive Investor,Gregory Gallucci,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",gregory_gallucci@ml.com,,Salesforce
10853192,Inactive Investor,John Grannis,Vice President - Wealth Management,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,john.grannis@ubs.com,,Salesforce
11174253,Inactive Investor,Eric Lim,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,eric.lim@jpmorgan.com,,Salesforce
11154718,Inactive Investor,Paul Kiolbasa,Investment Advisor Representative,LPL Financial LLC Stillwater MN 209 Churchill St W,paul.kiolbasa@lpl.com,,Salesforce
11039826,Inactive Investor,Robert Payne,,"Osaic Wealth, Inc. Brentwood TN 205 Powell Pl",,,Salesforce
10755217,Inactive Investor,Cheryl Nelson Boyd,Financial Advisor,"Ameriprise Financial Services, LLC Broomfield CO 520 Zang St",cheryl.a.nelsonboyd@ampf.com,,Salesforce
10999857,Inactive Investor,Thomas Singleton,Family Wealth Advisor,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",thomas.singleton@lfg.com,,Salesforce
10617993,,Bruce Fraley,,,bruce.fraley@wellsfargoadvisors.com,,List Import
10998824,Inactive Investor,Dustin Brunzlick,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Mateo CA 1300 S El Camino Real",dustin.brunzlick@schwab.com,,Salesforce
10802130,Inactive Investor,Kathleen Shipley,Director - Business Strategy;First Vice President,Morgan Stanley Baltimore MD 1201 Wills St,kathleen.shipley@morganstanley.com,,Salesforce
10776262,Inactive Investor,Kelsey Vermeulen,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10977626,Inactive Investor,Constantine Pavlac,Financial Advisor,McAdam LLC,constantine.pavlack@mcadamfa.com,,Salesforce
11207050,Inactive Investor,Mateusz Strojek,Private Client Banker;Relationship Banker,J.P. Morgan Securities LLC Oak Brook IL 2122 W 22nd St,matt.strojek@jpmorgan.com,,Salesforce
11095110,Inactive Investor,Susan Fuller,Financial Advisor,Edward Jones Nashville TN 3100 W End Ave,susan.fuller@edwardjones.com,,Salesforce
10896894,Inactive Investor,Gary Copi,Financial Advisor,LPL Financial LLC Livonia MI 19575 Victor Pkwy,gary.copi@lpl.com,,Salesforce
1002915,Inactive Investor,Troy Walker,President,Halcyon HR,twalker@halcyonhr.com,,Organic Search
166960,,Casimiro Alves,,[Unknown],casimiroalves@gmail.com,,Other
9608417,,Michelle Jenkins,,,michellejenkins12305@gmail.com,,List import
10647230,,Steven Erfman,,,steven.t.erfman@jpmorgan.com,,List Import
595,,,,,PamWillits09354@yahoo.co.uk,,
215582,,Mark Armbruster,President,"Armbruster Capital Management, Inc.",mark@armbrustercapital.com,585-381-4180,Manual List Upload
243994,,Kyle Hafstad,,Exencial Wealth Advisors,khafstad@exencialwealth.com,405-478-1971,Manual List Upload
9591813,,Michael Annin,,,mannin@mesirowfinancial.com,,List import
11205747,Inactive Investor,Patrick Wilson,Vice President,J.P. Morgan Securities LLC Delafield WI 524 Genesee St,patrick.wilson@jpmorgan.com,,Salesforce
10792608,Inactive Investor,Gary Vanduyne,Financial Advisor,Edward Jones Oklahoma City OK 7542 Berkley Ave,gary.vanduyne@edwardjones.com,,Salesforce
2471876,,Sudipta Bera,,,berasubipta@gmberaail.com,,
9545873,,Stanley Brase,,,stan.brase@voya.com,,List import
11189019,Inactive Investor,Ian Gerrior,,"Osaic Wealth, Inc. Newport RI 130 Bellevue Ave",,,Salesforce
11181883,Inactive Investor,Craig McPherson,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",craig.mcpherson@wellsfargo.com,,Salesforce
11041800,Inactive Investor,Dominick Lapera,,"Sanford C. Bernstein & Co., LLC",dominick.lapera@bernstein.com,,Salesforce
2277158,,meto detic,,,metodetic@gmail.com,,
60764,,Lora Johnstone,Chief Compliance Officer,Reynolds Investment Management Inc,lora@rimgt.com,864-232-8670,Manual List Upload
9594506,,Alison Marckstadt,,,alison@thecaprockgroup.com,,List import
10939568,Inactive Investor,Jonda Lowe,Principal,"JondaKnows Financial Group, Inc.",jlowe@lpsadvisorygroup.com,,Salesforce
10929319,Inactive Investor,Josh Altman,,LPL Financial LLC Waltham MA 130 Lexington St,josh.altman@lpl.com,,Salesforce
10834683,Inactive Investor,Andy McClaflin,Chairman;Chief Executive Officer;Founder;Wealth Advisor,"Aspen Wealth Strategies, LLC",andy@aspenwealthstrategies.com,,Salesforce
10659601,,Keith Kirkpatrick,,,kkirkpatrick@calamos.com,,List Import
10763560,Inactive Investor,Gregory Jamgochian,Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Media PA 1400 N Providence Rd,gjamgochian@jmsonline.com,,Salesforce
10830348,Inactive Investor,Jeffrey Bogdan,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",,,Salesforce
10928518,Inactive Investor,Courtney Gustafson,Financial Advisor,Edward Jones Burlington IA 3211 Division St,courtney.gustafson@edwardjones.com,,Salesforce
11006147,Inactive Investor,Miguel Sanchez,,"Allstate Financial Services, LLC Sacramento CA 906 G St",msanchez12@allstate.com,,Salesforce
10906375,Inactive Investor,Renee Duberville,,J.P. Morgan Securities LLC Jackson MS 4500 IH 55 N,renee.duberville@jpmorgan.com,,Salesforce
9564554,,Joe Strancar,,,joe@mercapgroup.com,,List import
10987918,Inactive Investor,Lis Soto,,PFS Investments Inc. College Station TX 6750 Victoria Ave,lsoto@primerica.com,,Salesforce
10932302,Inactive Investor,Leon Shirman,Chief Compliance Officer;Managing Director,"Emerald Hills Capital, LLC",lshirman@emeraldhillscapital.com,,Salesforce
10796698,Inactive Investor,Kenny Bauer,Member;Principal,"Rockwood Wealth Management, LLC",kbauer@rockwoodwealth.com,267-983-6400,Salesforce
11115924,Inactive Investor,Patricia Kelley,Financial Advisor,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,patricia.kelley@ubs.com,,Salesforce
10841899,Inactive Investor,Deborah Clinton,,"Farmers Financial Solutions, LLC Vancouver WA 13200 NE Hwy 99",,,Salesforce
10854041,Inactive Investor,Paul Dipietro,Branch Office Manager;Financial Advisor,"Pinnacle Investments, LLC Boca Raton FL 7601 N Federal Hwy",pdipietro@pinnacle-llc.com,,Salesforce
223486,,Alina Dulimofq,.,Dulimoff Group,dulimof@gmail.com,,Manual List Upload
11217579,,Mike Sheets,,,mike.sheets@lpl.com,,Other
9589979,,David Geibel,,,dgeibel@girardpartners.com,,List import
10781472,Inactive Investor,Aleksandr Guzenfeld,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,aleksandr.guzenfeld@morganstanley.com,,Salesforce
9576560,,Michael Buganski,,,mbuganski@massmutual.com,,List import
10815723,Inactive Investor,David Meihak,,"FBL Marketing Services, LLC Stevens Point WI 2740 Stanley St",,,Salesforce
9587290,,Juan Martinez,,,stealthjuan86@gmail.com,,List import
10946560,Inactive Investor,Justin Burt,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,justin.burt@fmr.com,,Salesforce
9563691,,Edward Purvis,,,edward.purvis@wfadvisors.com,,List import
9559449,,Jay Schuman,,,jay.schuman@horancm.com,,List import
11099747,Inactive Investor,William Elliott,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11060571,Inactive Investor,Andrea Gandolfo,Investment Advisor;Senior Vice President,"Bailard, Inc.",agandolfo@bailard.com,,Salesforce
9643552,,Jeff Pan,,,jeffp0907@gmail.com,,List import
10612918,,Miguel Gonzalez,Financial Advisor,,miguel.gonzalez@lpl.com,,List Import
10940938,Inactive Investor,Lynette Pagley,,Cetera Advisors LLC Bradenton FL 9015 Town Center Pkwy,,,Salesforce
10918516,Inactive Investor,William Page,Director - Research;Partner,"BBR Partners, LLC",wpage@bbrpartners.com,,Salesforce
342024,,Eileen Spira,Director,Stakeholders Capital,eileen@stakeholderscapital.com,413-306-3244,Manual List Upload
10894573,Inactive Investor,Matthew Sullivan,Chief Compliance Officer;President,"Financial Planning First, LLC",matt@fpftucson.com,,Salesforce
10886890,Inactive Investor,James Wheeler,Chief Compliance Officer;Chief Executive Officer;Owner;President,James Wheeler & Co. Advisors,,,Salesforce
10758580,Inactive Investor,Raymond Scacchetti,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Miamisburg OH 10100 Innovation Dr",ray.scacchetti@wellsfargoadvisors.com,,Salesforce
11048456,Inactive Investor,Audrey Mines,Investment Officer;Service Advisor,Pittenger & Anderson Inc,audrey@pittand.com,,Salesforce
9581288,,Robert Grubman,,,rgrubman@cpasllc.com,,List import
353221,,Michael Wasylyk,Financial Due Diligence,Four Springs Capital Trust,wasylyk3194@gmail.com,,Event
342762,,Christina Rosello,Chief Financial Officer,Millstreet Capital Management Llc,crosello@millstreet.com,617-939-0030,Manual List Upload
11195437,Inactive Investor,Dominick Vetrano,Chief Compliance Officer;Managing Member;President,"Fountainhead Financial, LLC",,,Salesforce
10822665,Inactive Investor,Fatima Villa-Real,,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,fatima.villareal@primerica.com,,Salesforce
11192734,Inactive Investor,Mitchell Fine,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",mitchell.fine@wellsfargoadvisors.com,,Salesforce
11108545,Inactive Investor,Jordan Honan,Financial Advisor,Key Investment Services LLC Tonawanda NY 1930 Niagara Falls Blvd,jordan_honan@kisinvestments.com,,Salesforce
10614479,,Richard Schmidt,Financial Advisor,,rmschmidt@ft.newyorklife.com,,List Import
9586954,,Terresa Pratt,,,terresa.pratt@huntington.com,,List import
11071330,Inactive Investor,William Dillingham,,"VESTECH Securities, Inc.",wdillingham@e-vestech.com,,Salesforce
9622579,,Bahaa Hamwi,,,bahaahamwi@gmail.com,,List import
11076585,Inactive Investor,Cameron Warland,,Morgan Stanley Oak Brook IL 2211 York Rd,,,Salesforce
10846638,Inactive Investor,Christopher Corcoran,,Cetera Investment Services LLC McConnellsburg PA 415 Fulton Dr,chris.corcoran@ceterais.com,,Salesforce
11172118,Inactive Investor,James McKee,Financial Advisor,Commonwealth Financial Network Tipp City OH 8 S 3rd St,,,Salesforce
10992171,Inactive Investor,Benjamin Zeidman,,Cetera Investment Services LLC,,,Salesforce
9642662,,Zach Riaz,,,zach.riaz@banyantreeinvestmentgroup.com,,List import
10864713,Inactive Investor,Ryan Selleck,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,ryan.selleck@fmr.com,,Salesforce
10949428,Inactive Investor,Shannon Andresen,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Vero Beach FL 2025 Indian River Blvd,shannon.s.andresen@jpmorgan.com,,Salesforce
11147022,Inactive Investor,Scott Gill,,"Cambridge Investment Research, Inc. Santa Clara CA 4633 Old Ironsides Dr",,,Salesforce
10805844,Inactive Investor,Garren Nowicki,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",garren_nowicki@ml.com,,Salesforce
57906,,Ivan Thornton,Managing Member,"Fiduciary Management Group, Llc",itt@fmgwealth.com,(212) 983-9121,Manual List Upload
9554597,,Dejon Allen,,,dejonallen18@gmail.com,,List import
9585621,,Thomas Manly,,,tmanly@hobbsgroupadvisors.com,,List import
11212348,Inactive Investor,Steven Mangine,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10969855,Inactive Investor,Albert Mitchell,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10821289,Inactive Investor,Kimberly Walsky,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",kim.walsky@nm.com,,Salesforce
11038109,Inactive Investor,Michael Ovshak,,Commonwealth Financial Network Saint Paul MN 919 Old Hwy 8 NW,movshak@commonwealth.com,,Salesforce
10976161,Inactive Investor,Liu Liu,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bridgeport MI 6230 Dixie Hwy",liu.liu@tfaconnect.com,,Salesforce
11048212,Inactive Investor,Haylee Liscano,,"MML Investors Services, LLC Amarillo TX 2201 Civic Cir",,,Salesforce
10876386,Inactive Investor,Wayne Gruenloh,Financial Advisor,"Ameriprise Financial Services, LLC Robertsdale AL 22193 State Hwy 59 S",wayne.gruenloh@ampf.com,,Salesforce
11060229,Inactive Investor,Courtney Buck,,Jefferies LLC,cbuck@jefferies.com,,Salesforce
11230831,Inactive Investor,Samuel Sager,Financial Professional,"Equitable Advisors, LLC Richmond VA 7231 Forest Ave",samuel.sager@equitable.com,,Salesforce
9607960,,Mikelson Desulme,,,mklsndesulme@yahoo.com,,List import
11108248,Inactive Investor,Steven Coffman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",steven.coffman@ml.com,,Salesforce
7326821,,Safdar safdar,,,safdar@gmail.com,,Web form fillout
10963057,Inactive Investor,Wen Nottebohm,Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",wnottebohm@cressetcapital.com,,Salesforce
200283,,Christopher Harlow,"Advisor, Regulatory Contact, Vice President","Harlow Wealth Management, Inc.",chris@harlowwealth.com,360-573-2522,
11039939,Inactive Investor,Gail Wiesenfeld,Financial Advisor;Regulatory Contact,Nardis Advisors LLC,gailw@nardisadvisors.com,,Salesforce
10803104,Inactive Investor,Jessie Timmins,,USCA Securities LLC Austin TX 300 W 6th St,jtimmins@uscallc.com,,Salesforce
11236287,Inactive Investor,Christian Miller,Financial Consultant,"Capital Planning, LLC Kirkland WA Private Residence",cmiller@capplanllc.com,,Salesforce
11194594,Inactive Investor,Wilbur Hemby,,"Level Four Financial, LLC Goldsboro NC 2805 N Park Dr",bhemby@levelfourfinancial.com,,Salesforce
235606,, -,,[[Unknown]],tp8295452@gmail.com,,
10824870,Inactive Investor,Gary Glockzin,,LPL Financial LLC San Diego CA 11582 Winding Ridge Dr,gary.glockzin@lpl.com,,Salesforce
10955593,Inactive Investor,Laura Witt,,LPL Financial LLC Little Rock AR 5500 Kavanaugh Blvd,laura.witt@lpl.com,,Salesforce
9640172,,James Donohue,,,donahuej@saccounty.net,,List import
10772443,Inactive Investor,Daniel Safranek,Senior Financial Advisor,Lincoln Investment Smithtown NY Private Residence,dsafranek@lincolninvestment.com,,Salesforce
335440,,Matt Rogers,Financial Advisor,Public Safety Financial/galloway,matt@galloway911.com,480-325-8668,Manual List Upload
10916781,Inactive Investor,Morgan Murdock,,"Raymond James Financial Services, Inc. Spring TX 1330 Lake Robbins Dr",morgan.murdock@raymondjames.com,,Salesforce
10787140,Inactive Investor,Sarah McGraw,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,sarah.mcgraw@fmr.com,,Salesforce
10611195,,Michael Sweeney,"Vice President, Wealth Management Advisor",,michael.j.sweeney@ml.com,,List Import
9618928,,Jeffrey Friedman,,,jfriedman@mesawestcapital.com,,List import
10761156,Inactive Investor,Jeffrey Reeter,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",jeff.reeter@nm.com,,Salesforce
11028624,Inactive Investor,Nicholas Meginnis,Financial Advisor,"Raymond James & Associates, Inc. Clearwater FL 2605 Enterprise Rd E",nicholas.meginnis@raymondjames.com,,Salesforce
10775406,Inactive Investor,Benjamin Wightman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,benjamin.wightman@morganstanley.com,,Salesforce
10785934,Inactive Investor,Barbara Marshall,Senior Registered Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
9622678,,Luis Briceno,,,luis.briceno.terroba@gmail.com,,List import
10895828,Inactive Investor,James Westermeyer,,LPL Financial LLC Walnut Creek CA 800 S Broadway,james.westermeyer@lpl.com,,Salesforce
11006798,Inactive Investor,Jeanette Ferrara,,Thornburg Securities Corporation,jferrara@thornburg.com,,Salesforce
343041,,Edmund Wellington,,"Wellington Capital Management, Inc",twellington@wellington-capital.com,301-941-1997,Manual List Upload
11143305,Inactive Investor,Sandra Caprine-Esquer,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Redlands CA 101 E Redlands Blvd",sandra.j.caprine-esquer@ampf.com,,Salesforce
10965436,Inactive Investor,Everette Moreland,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9580506,,Michael Santoni,,,msantoni@harbourgroup.com,,List import
11072556,Inactive Investor,Jake Rosen,Financial Advisor,Edward Jones Woodland Hills CA 5950 Canoga Ave,jake.rosen@edwardjones.com,,Salesforce
11070177,Inactive Investor,Edward Seay,,"Cambridge Investment Research, Inc. Buford GA 4482 Commerce Dr",,,Salesforce
11000239,Inactive Investor,Jon Laporte,,State Farm VP Management Corp. Sebewaing MI 8874 Unionville Rd,,,Salesforce
11009570,Inactive Investor,Geoffrey Wilson,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",geoffrey.wilson@nm.com,,Salesforce
9563268,,Karishma Buxani,,,karishmasurajbuxani@gmail.com,,List import
10963923,Inactive Investor,Michael Galiger,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10904033,Inactive Investor,Laura Kelley,,LPL Financial LLC Bismarck ND 1806 N 12th St,laura.kelley@lpl.com,,Salesforce
11055556,Inactive Investor,Peter Phillips,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",pphillips@financialguide.com,,Salesforce
10970691,Inactive Investor,Blaine McShall,,"Raymond James & Associates, Inc. Houston TX Private Residence",blaine.mcshall@raymondjames.com,,Salesforce
10774428,Inactive Investor,Kathleen Rogerson,,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,kathy.rogerson@morganstanley.com,,Salesforce
2084461,,DEAN WEBB,,,deanoliverwebb@gmail.com,,
350212,,Bryson Edmonds,Operating Partner,New Capital Partners,bedmonds@newcapitalpartners.com,205-939-8400,Manual List Upload
11151851,Inactive Investor,Nathan Steen,,"Ameriprise Financial Services, LLC Monterey CA 1 Lower Ragsdale Dr",nathan.steen@ampf.com,,Salesforce
22851,,Joseph McNay,Chairman & Managing Member,"Essex Investment Management Company, Llc",jmcnay@essexinvest.com,1-617-342-3298,Manual List Upload
10908608,Inactive Investor,James McKay,Financial Professional,"Osaic FS, Inc. Raleigh NC 900 Ridgefield Dr",,,Salesforce
10954366,Inactive Investor,Slater Ottenritter,Client Relationship Manager,"Osaic FA, Inc. Cockeysville MD 307 International Cir",slater.ottenritter@lfg.com,,Salesforce
10817062,Inactive Investor,Shawn Sabau,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",,,Salesforce
11203472,Inactive Investor,Anthony Camara,Financial Consultant,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,anthony.camara@thrivent.com,,Salesforce
10787117,Inactive Investor,Susan Winter,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,susan.winter@jpmorgan.com,,Salesforce
10695927,,Martina Porcel,,Balanz USA,mporcel@balanz.us,,List Import
10869830,Inactive Investor,Eric Hollen,Advisor;Chief Compliance Officer;Co-Owner;Owner,"Open Window Financial Solutions, Ltd.",eric@openwindowfs.com,,Salesforce
10993222,Inactive Investor,Davette Ramirez,,J.P. Morgan Securities LLC Desoto TX 900 N Polk St,davette.ramirez@jpmorgan.com,,Salesforce
10904858,Inactive Investor,Pablo Trucco,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
11232958,Inactive Investor,Jonathan Jimenez,,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",,,Salesforce
11092666,Inactive Investor,Maral Thomas,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Birmingham MI 139 S Old Woodward Ave",,,Salesforce
11131361,Inactive Investor,Kade Channell,,J.P. Morgan Securities LLC Newtonville MA 843 Washington St,,,Salesforce
11052852,Inactive Investor,Andrew Thompson,,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",andrew.thompson@schwab.com,,Salesforce
11147278,Inactive Investor,Innocent Enaye,,"Allstate Financial Services, LLC Elmsford NY 25 E Main St",innocentenaye@allstate.com,,Salesforce
11083723,Inactive Investor,James Simpson,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",jsimpson10@ml.com,,Salesforce
11137216,Inactive Investor,Kerry Oldfield,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,kerry.oldfield@fidelity.com,,Salesforce
11105605,Inactive Investor,Robert Burch,,"Allstate Financial Services, LLC Parkville MD 9622 Harford Rd",smd81613@allstate.com,,Salesforce
11187961,Inactive Investor,Heath Maxwell,,"BOK Financial Securities, Inc. Memphis TN 1661 International Dr",,,Salesforce
10973798,Inactive Investor,Eugene Kuntorovsky,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,Isakov Planning Group Inc. Southampton PA 735 Street Rd,,,Salesforce
10780095,Inactive Investor,Vickie Crawford,,Morgan Stanley Richmond VA 901 E Byrd St,,,Salesforce
10977026,Inactive Investor,Joseph Stafford,,"MML Investors Services, LLC Palm Coast FL Private Residence",jstafford@massmutual.com,,Salesforce
11096391,Inactive Investor,Skye Ferrell,Financial Advisor,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",,,Salesforce
9563080,,Tushar Gupta,,,tushar.gupta2305@gmail.com,,List import
9606257,,Jane Nguyen,,,jane@blockjane.io,,List import
9575357,,Atul Patel,,,apatel@pricesmart.com,,List import
10510252,,David Harden,President/CIO,Summit Global Investments,dave@sgiam.com,,List Import
9554952,,Keith Donovan,,,k.xavierdonovan@gmail.com,,
11164653,Inactive Investor,Barbara Brewer,Senior Client Associate,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",,,Salesforce
11067653,Inactive Investor,Craig Eilers,,"Kestra Investment Services, LLC Waitsfield VT 105 Mad River Vw",ceilers@nfp.com,,Salesforce
11108389,Inactive Investor,Jesse Taylor,,"Lion Street Financial, LLC Fargo ND 3320 Westrac Dr S",,,Salesforce
11255339,Inactive Investor,Mark Callahan,Head - Trading;Portfolio Manager,"Aptus Capital Advisors, LLC Dallas TX Private Residence",mark@aptuscapitaladvisors.com,,Salesforce
11238013,Inactive Investor,ALEXANDER TSELEKIDIS,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",atselekidis@performancetrust.com,,Salesforce
11107677,Inactive Investor,Lora Graumann,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Baxter MN 14275 Golf Course Rd",lora.l.graumann@stifel.com,,Salesforce
11056607,Inactive Investor,Silverio Archuleta,Investment Advisor Representative,"Osaic Wealth, Inc. Iliff CO Private Residence",sarchuleta@royalallianceadvisors.com,,Salesforce
11194936,Inactive Investor,Edward Cody,,"Avantax Investment Services, Inc. Saranac MI 356 Main St",,,Salesforce
10509947,,Chris Preston,,Pacer ETFs,chris.preston@pacerfinancial.com,,List Import
10807335,Inactive Investor,Nicholas Brown,Financial Consultant,LPL Financial LLC Little Rock AR 425 W Capitol Ave,nicholas.brown@lpl.com,,Salesforce
11038283,Inactive Investor,Rachel Killeen,Registered Client Service Associate,Morgan Stanley Camp Hill PA 214 Senate Ave,rachel.killeen@morganstanley.com,,Salesforce
11061963,Inactive Investor,Andrii Lupyr,,J.P. Morgan Securities LLC Vancouver WA 14315 NE Fourth Plain Blvd,andrii.lupyr@jpmorgan.com,,Salesforce
10786840,Inactive Investor,Maximillian Ehrlich,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",maximillian.ehrlich@schwab.com,,Salesforce
10760714,Inactive Investor,James Silver,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",james.b.silver1@wellsfargoadvisors.com,,Salesforce
10799593,Inactive Investor,James Erben,Managing Member;President;Regulatory Contact,"Erben Associates, LLC",jerben@erbenassociates.com,,Salesforce
9626147,,Christian Maitimu,,,christian.maitimu@gmail.com,,List import
9551832,,D F,,,dollmass@gmx.com,,List import
10989643,Inactive Investor,Antoine Rojo,,Santander Securities LLC Miami FL 3036 Grand Ave,arojo@tradestation.com,,Salesforce
10850550,Inactive Investor,Laura Babilonia,Senior Manager,"Charles Schwab & Co., Inc. River Vale NJ Private Residence",,,Salesforce
10874902,Inactive Investor,Benjamin Wilson,Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth MN 4180 Haines Rd",ben.wilson@wellsfargo.com,,Salesforce
10921384,Inactive Investor,Michael Bernard,,MWA Financial Services Inc. Salem OR Private Residence,michael.j.bernard@mwarep.org,,Salesforce
11231808,Inactive Investor,Isaac Artinger,,Fidelity Brokerage Services LLC,,,Salesforce
11219393,,Tyler Bashaw,,,tyler@jlbinvest.com,,Other
10959018,Inactive Investor,Preston Hardy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11038161,Inactive Investor,Xiang Li,,J.P. Morgan Securities LLC Alhambra CA 1000 W Valley Blvd,xiang.li@jpmorgan.com,,Salesforce
10476049,,亦 东,,,yidongbudong168@proton.me,,Web Form Fillout
9559629,,William Bender,,,wbender@bamstl.com,,List import
11049628,Inactive Investor,Jennifer Powell,,"Truist Investment Services, Inc. Roanoke VA 1401 Hershberger Rd NW",jennifer.powell@truist.com,,Salesforce
10990536,Inactive Investor,Brandon Webb,,Edward Jones Boerne TX 27511 Interstate 10 W,,,Salesforce
10893636,Inactive Investor,Jacob Lanford,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",jlanford@massmutual.com,,Salesforce
11042914,Inactive Investor,Richard Poole,Financial Advisor,Edward Jones South Elgin IL 460 Briargate Dr,rick.poole@edwardjones.com,,Salesforce
11103150,Inactive Investor,Anthony Fantigrossi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",anthony.fantigrossi@ml.com,,Salesforce
11163244,Inactive Investor,Christopher Dearing,,LPL Financial LLC Peoria IL 619 SW Water St,chris.dearing@lpl.com,,Salesforce
10837857,Inactive Investor,Michael Koob,Chief Compliance Officer;Managing Member;Wealth Manager,"Koob Wealth Management, LLC",,,Salesforce
10933227,Inactive Investor,Ryan Kelley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10510496,,Layla Hirschfelt,Director of Product Marketing,Morningstar Indexes,layla.hirschfelt@morningstar.com,,List Import
10800818,Inactive Investor,Michael Hilliard,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",michael.hilliard@wfafinet.com,,Salesforce
10829500,Inactive Investor,William Hege,Financial Advisor,LPL Financial LLC Winston Salem NC 1404 Plaza West Dr,william.hege@lpl.com,,Salesforce
10941104,Inactive Investor,Emily Oldham,Financial Advisor,Edward Jones Okmulgee OK 901 S Wood Dr,emily.oldham@edwardjones.com,,Salesforce
11119877,Inactive Investor,Peter Gaylord,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Investment Advisor Representative;Managing Director,"Gaylord Wealth Management, LLC",pgaylord@gaylordwealth.com,,Salesforce
11103984,Inactive Investor,Evan Nishida,,LPL Financial LLC Honolulu HI 500 Ala Moana Blvd,evan.nishida@lpl.com,,Salesforce
11126825,Inactive Investor,Joseph Oneill,,Sikich Corporate Finance LLC Chicago IL 200 W Madison St,joneill@sikich.com,,Salesforce
11020542,Inactive Investor,Karis Schneider,,LPL Financial LLC Fort Collins CO 419 Canyon Ave,karis.schneider@lpl.com,,Salesforce
11017525,Inactive Investor,Weston Stark,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,wmstark@ft.newyorklife.com,,Salesforce
11151982,Inactive Investor,Glenn Mehl,,"American Portfolios Financial Services, Inc. Farmingdale NY 100 Broadhollow Rd",gmehl@americanportfolios.com,,Salesforce
10779602,Inactive Investor,Sara Kenyon,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,sara.hatzenbuhler@ubs.com,,Salesforce
10807126,Inactive Investor,Gregory Goelzer,Chairman;Chief Executive Officer,Goelzer Investment Management,ggoelzer@goelzerinc.com,,Salesforce
10926983,Inactive Investor,Emily Hofbauer,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",emily.hofbauer@northerntrust.com,,Salesforce
10769688,Inactive Investor,William Fretwell,Financial Advisor,Edward Jones Columbia MO 3310 Bluff Creek Dr,bill.fretwell@edwardjones.com,,Salesforce
10823171,Inactive Investor,Michael Airhart,,"Stifel, Nicolaus & Company, Incorporated Baton Rouge LA 400 Convention St",airhartm@stifel.com,,Salesforce
10783850,Inactive Investor,Jeffrey Hollander,Financial Advisor;Resident Manager;Senior Vice President,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,jeffrey.m.hollander@morganstanley.com,,Salesforce
351310,,Cecile Baskett,Public Finance Support Specialist,Bok Financial Advisors,cbaskett@bokf.com,877-781-6889,Manual List Upload
11160303,Inactive Investor,John Thompson,,NYLIFE Securities LLC Savannah GA 9 Park of Commerce Blvd,jathompson@ft.newyorklife.com,,Salesforce
10896593,Inactive Investor,Victoria Reyes Solarte,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10763056,Inactive Investor,Richard Allen,Financial Advisor,"Ameriprise Financial Services, LLC Mifflinburg PA 242 E Market St",richard.s.allen@ampf.com,,Salesforce
7086409,,Ayo Rokibu,,,adewale07083058253@gmail.com,,Web Form Fillout
10899543,Inactive Investor,Shaun Reeves,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10760971,Inactive Investor,Jeffrey Wasserman,Consulting Group Analyst,Morgan Stanley Cockeysville MD 303 International Cir,jeffrey.wasserman@morganstanley.com,,Salesforce
76664,,Christopher Muirhead,Assistant Chief Investment Officer,Winslow Asset Management Inc,mac@winslowasset.com,216-360-4700,Manual List Upload
10983669,Inactive Investor,Nicholas Lyman,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",nicholas.lyman@usbank.com,,Salesforce
117553,,Michael Sapir,Chief Executive Officer,Profund Advisors Llc,msapir@profunds.com,240-497-6400,Manual List Upload
371803,,Thomas Mao,,China,thomasmao98@gmail.com,,Google Natural Search
346783,,Adrienne Sivert,Personal Banker,"River Street Advisors, Llc",asivert@oldsecond.com,630-906-5501,Manual List Upload
10768983,Inactive Investor,Michael Castillo,Investment Advisor Representative,"Equity Services, Inc. Vergennes VT 11 Main St",castillo_mike@nlvmail.com,,Salesforce
371820,,Matt Reiner,,United States,mattmreiner@gmail.com,,Salesforce
11091701,Inactive Investor,Martin Villamizar,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,martin.villamizar@jpmorgan.com,,Salesforce
10656782,,Daisy Meza,,,daisy.meza1@schwab.com,,List Import
11254305,Inactive Investor,Derek Kelley,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,,,Salesforce
11117850,Inactive Investor,Maylen Delgado,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
10937185,Inactive Investor,Antonio De Souza E Silva,,Stonex Securities Inc. Miami FL 333 SE 2nd Ave,,,Salesforce
11172158,Inactive Investor,Martin Baptiste,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11198040,Inactive Investor,Martha Lobo-Castro,,PlanMember Securities Corporation Fort Lauderdale FL 2771 Executive Park Dr,,,Salesforce
9639231,,Ricardo Esch,,,ricardo@previsc.com.br,,List import
10761447,Inactive Investor,Michael Neff,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,greg.neff@ubs.com,,Salesforce
10905587,Inactive Investor,Becky Walker,,"Osaic Wealth, Inc. Buda TX 142 Cimarron Park Loop",,,Salesforce
11113970,Inactive Investor,Lundy Lichte,,PFS Investments Inc. Kansas City MO 701 E 63rd St,llichte@primerica.com,,Salesforce
10926529,Inactive Investor,Carson Gilstrap,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,,,Salesforce
10977614,Inactive Investor,Susan Khan,Client Associate;Consultant Relations,Neuberger Berman BD LLC,susan.khan@nb.com,,Salesforce
10773757,Inactive Investor,Tedd Hoyt,,Cetera Advisor Networks LLC Minneapolis MN 5365 Orleans Ln N,hoytt@ceteranetworks.com,,Salesforce
11069520,Inactive Investor,Christopher Abbate,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",christopher.m.abbate@ml.com,,Salesforce
10766454,Inactive Investor,Erin Purkiss,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",erin.purkiss@ml.com,,Salesforce
10776521,Inactive Investor,Jeffery Bratt,Alternative Investment Director;Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Portland OR 760 SW 9th Ave,josh.bratt@morganstanley.com,,Salesforce
10387382,,John Harrison,,,bajansoandso@protonmail.com,,Web Form Fillout
11139728,Inactive Investor,Samuel Moreland,Financial Advisor,Edward Jones Cedar Rapids IA 3315 Williams Blvd SW,samuel.moreland@edwardjones.com,,Salesforce
8480946,,Paul Swanson,VP,Cuna Mutual Group,paul.swanson@cunamutual.com,12673917879,List Import
10810340,Inactive Investor,George Murakami,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 745 Fort St",george.t.murakami@ampf.com,,Salesforce
11229254,Inactive Investor,Sean Curran,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
9607493,,Wayne Dignam,,,wdignam@tenderteam.ie,,List import
11007190,Inactive Investor,Brennin Hayes,,NYLIFE Securities LLC Oklahoma City OK 3545 NW 58th St,bhayes@eaglestrategies.com,,Salesforce
10886260,Inactive Investor,Toby Lafont,,Cetera Advisor Networks LLC Thibodaux LA 114 Rue Colette,,,Salesforce
11110255,Inactive Investor,Alan Davidson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
228873,,Robert Edlin -,,Robert Edlin [[Unknown]],edlinrobert@gmail.com,,
222427,,Leah Lee,,[Unknown],seou702@gmail.com,,Direct
11001737,Inactive Investor,Jack Kloka,Investment Consultant,"Charles Schwab & Co., Inc. Birmingham MI 105 Willits St",,,Salesforce
10776953,Inactive Investor,Jimmy Rider,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",jim.rider@53.com,,Salesforce
10819559,Inactive Investor,Rebecca Hunter,,NYLIFE Securities LLC Boise ID 1290 W Myrtle St,rahunter@ft.newyorklife.com,,Salesforce
9570265,,Brett Erkman,,,berkman@gppfunds.com,,List import
11134226,Inactive Investor,Peter Reaka,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Fort Worth TX 201 Main St,peter.reaka@morganstanley.com,,Salesforce
10906667,Inactive Investor,Stephen Luby,Chief Revenue Officer,Retirement Planners of America,,,Salesforce
11175711,Inactive Investor,Erika Hudson,,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",,,Salesforce
11022094,Inactive Investor,John Dueren-Bello,,J.P. Morgan Securities LLC Los Angeles CA 2175 Colorado Blvd,john.p.dueren-bello@chase.com,,Salesforce
11176844,Inactive Investor,Catherine Zhang,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,catherine.zhang@jpmorgan.com,,Salesforce
11109079,Inactive Investor,Leonard Puente,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,leonard.puente@primerica.com,,Salesforce
10756538,Inactive Investor,Chris Osborne,Financial Advisor;Senior Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,chris.osborne@morganstanley.com,,Salesforce
9629550,,Mathieu Amsler,,,mathieu.amsler@gmail.com,,List import
10909048,Inactive Investor,Manuel De Vera,,"Allstate Financial Services, LLC San Francisco CA 2121 19th Ave",manueldevera@allstate.com,,Salesforce
10618172,,William Hickerson,,,whickerson@acadviser.com,,List Import
10964335,Inactive Investor,Richard Sands,Private Banker;Vice President,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
10842863,Inactive Investor,Samantha Wagner,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,samantha.wagner@ubs.com,,Salesforce
10609120,,Ari12 Ari12,,,herman@dot.com,,Web Form Fillout
10926495,Inactive Investor,Daniel Castro,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.castro@jpmorgan.com,,Salesforce
11102214,Inactive Investor,Sean Endersbe,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
10849599,Inactive Investor,John Dirik,,Cetera Investment Services LLC Fort Worth TX 100 Lexington St,john.dirik@ceterainvestors.com,,Salesforce
11219920,,Christopher Rondinelli,,,chris.rondinelli@lpl.com,,Other
11222153,,Thomas Rosenthal,,,thomas.rosenthal@alliancebernstein.com,,List Import
196189,,Joe Miller,Managing Director,Cambridge Associates,jmiller@cambridgeassociates.com,,
11234263,Inactive Investor,Mario Bujas,,"Farmers Financial Solutions, LLC Pasadena CA 36 S Kinneloa Ave",mbujas@farmersagent.com,,Salesforce
10957955,Inactive Investor,Nicole Reed,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10946508,Inactive Investor,Larry Nissen,Investment Consultant,Rochester Investments Dunnellon FL Private Residence,nissen@rochesterinvestments.com,,Salesforce
9570530,,Sara Canterbury,,,scanterbury@massmutual.com,,List import
9621729,,Garo Tereterian,,,garoterterian@yahoo.com,,List import
10835062,Inactive Investor,Sharon Robles,Authorized Officer;Senior Client Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sharon.robles@ubs.com,,Salesforce
11175973,Inactive Investor,Gretchen Johnson,,Thrivent Investment Management Inc. Ossipee NH 1230 Rte 16,gretchen.johnson@thrivent.com,,Salesforce
11113059,Inactive Investor,Catherine Fawls,Financial Advisor;Vice President,Morgan Stanley New York NY 399 Park Ave,catherine.fawls@morganstanley.com,,Salesforce
11057881,Inactive Investor,Jason Ulogar,,"Wells Fargo Clearing Services, LLC Jupiter FL 5420 Military Trl",jason.ulogar@wellsfargo.com,,Salesforce
10932955,Inactive Investor,Scott Grebenstein,Chief Compliance Officer;President,"Foresight Financial Services, LLC",,,Salesforce
10867764,Inactive Investor,David Funk,,"Avantax Investment Services, Inc. Fort Wayne IN 10347 Dawsons Creek Blvd",,,Salesforce
11118705,Inactive Investor,John Vinci,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Danville CA 4105 Blackhawk Plaza Cir,johnmichael.vinci@ubs.com,,Salesforce
8480460,,Everett Freeberg,,Cambridge,freeberg@mtco.com,,List Import
10977342,Inactive Investor,Jackson Prather,,"Kestra Investment Services, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
5102007,,Rajkumar Reddy Alguvelly,,,ark.reddy6@gmail.com,,Web Form Fillout
10897698,Inactive Investor,Carlos Ramirez,Associate,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
10848612,Inactive Investor,Peter Cahill,,Ages Financial Services Ltd. Orange CT Private Residence,pcahill@tag-ages.com,,Salesforce
10844433,Inactive Investor,Shawn Glogowski,Chief Compliance Officer;Principal,"Note Advisors, LLC",shawn@noteadvisor.com,,Salesforce
11182968,Inactive Investor,Alexandre Guajardo,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10937697,Inactive Investor,Michael Dandrea,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",michael.dandrea@aretewealth.com,,Salesforce
343096,,Bryan Molinet,Chief Financial Officer,"East Rock Capital, Llc",bmolinet@eastrockcap.com,212-630-5000,Manual List Upload
10766521,Inactive Investor,Stephen Lewis,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",stephen.lewis@bernstein.com,,Salesforce
11001581,Inactive Investor,Kevin Torres,Financial Advisor,Edward Jones Kissimmee FL 1712 Chaps Pl,kevin.torres@edwardjones.com,,Salesforce
9542666,,Samuel Oruh,,,samuel_oruh@yahoo.com,,List import
10882671,Inactive Investor,Antonio Murphy,,J.P. Morgan Securities LLC Northbrook IL 4200 Dundee Rd,antonio.x.murphy@chase.com,,Salesforce
10935984,Inactive Investor,Matthew Kogler,Private Client Advisor,J.P. Morgan Securities LLC Conroe TX 1320 W Davis St,,,Salesforce
11098604,Inactive Investor,Antwan Palmer,,PFS Investments Inc. Darien GA 1135 North Way,antwanpalmer@primerica.com,,Salesforce
9619340,,Thomas Dugan,,,tdugan@confluenceim.com,,List import
10949777,Inactive Investor,Paul Duncan,Partner;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Carlsbad CA 5973 Avenida Encinas",pduncan@beaconpointe.com,,Salesforce
9635241,,Catherine Coleman,,,ccoleman@courtsquare.com,,List import
11075675,Inactive Investor,Ted Soltys,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",ted.soltys@equitable.com,,Salesforce
10912681,Inactive Investor,Jeffrey Evans,,"Cambridge Investment Research, Inc. Corpus Christi TX 500 N Water St",,,Salesforce
10862499,Inactive Investor,Jeffrey Mossman,,State Farm VP Management Corp. Jacksonville IL 1103 W Morton Ave,,,Salesforce
11068652,Inactive Investor,Shon Mcclung,,Prevett Financial Andalusia AL 218 S Three Notch St,shon@prevettfinancial.com,,Salesforce
10815222,Inactive Investor,James Beasley,Financial Advisor,Edward Jones Jackson MO 820 E Jackson Blvd,jim.beasley@edwardjones.com,,Salesforce
370704,,Smdnch Ndjchc,,United States,nccnfn@gmail.com,,Salesforce
9633306,,Moana Fuller,,,moanafuller080312@gmail.com,,List import
9621097,,LY KHUAT THANH,,,khuatthanhlydd@gmail.com,,List import
10786331,Inactive Investor,Ryan Vehar,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ryan.vehar@schwab.com,,Salesforce
9548985,,Scott Horton,,,scott@jpkingadvisors.com,,List import
11254553,Inactive Investor,William Perrone,,Morgan Stanley Bowling Green KY 563 Hub Blvd,,,Salesforce
10788872,Inactive Investor,John Moffet,Board of Managers;Member;Principal;Regulatory Contact,"Hourglass Capital, LLC",jmoffet@hourglasscapital.com,,Salesforce
11008479,Inactive Investor,Lee Korn,Financial Advisor;Managing Member;Principal,"Opal Wealth Advisors, LLC",lee.korn@opalwealthadvisors.com,,Salesforce
216812,,todd misenheimer,,[Unknown],todd.misenheimer@guardian-wp.com,,Event
9543778,,Tiago Souza,,,trasouza@gmail.com,,List import
372026,,Hyun Kim,,South Korea,kimga4001@gmail.com,,Salesforce
10815423,Inactive Investor,William Pautler,,"Raymond James Financial Services, Inc. Green Valley AZ 210 W Continental Rd",jeff.pautler@raymondjames.com,,Salesforce
10509350,,Gerry Strain,,,gstrain2112@gmail.com,,Web Form Fillout
9637610,,Joshua Kevan,,,josh.kevan@rvkinc.com,,List import
3291710,,ELIE JONES SR,,,jonese@aol.com,4047841293,Web Form Fillout
11125543,Inactive Investor,Glen Zaintz,First Vice President - Wealth Management;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",glen.zaintz@ml.com,,Salesforce
11132741,Inactive Investor,Geoffrey Stufflebam,,"Sanctuary Securities, Inc. Springfield MO 1650 S Enterprise Ave",gstufflebam@sanctuarywealth.com,,Salesforce
9546404,,Richard Schwab,,,richard.schwab@tfaconnect.com,,List import
10884181,Inactive Investor,William Chisholm,,Thornburg Securities Corporation Dallas TX 5005 Lyndon B Johnson Fwy,wchisholm@thornburg.com,,Salesforce
11184032,Inactive Investor,James Sebastian,Regional Vice President,PFS Investments Inc. Cincinnati OH 110 Boggs Ln,james.sebastian@primerica.com,,Salesforce
11230850,Inactive Investor,Eric Ackerman,,LPL Financial LLC West Palm Beach FL 777 S Flagler Dr,,,Salesforce
11074866,Inactive Investor,Jennifer Philbrick,Chief Compliance Officer;Client Services,Four Tree Island Advisory LLC,jennifer@fourtreeislandadvisory.com,,Salesforce
161554,,j p,,[Unknown],patel.jas@gmail.com,,source
9638597,,Mark Whitsitt,,,mark.whitsitt@himco.com,,List import
9551956,,Andy Lentz,,,andy.lentz@maverickcap.com,,List import
11101622,Inactive Investor,Jody Huss,,State Farm VP Management Corp. Brick NJ 474 Brick Blvd,jody.huss.qssc@statefarm.com,,Salesforce
10878301,Inactive Investor,Lucien Sanchez,Investment Advisor Representative,Wealth Management Services Inc.,,,Salesforce
9597760,,Sarah Wark,,,swark@wealthenhancement.com,,List import
9636499,,Abbas Rizvi,,,abbas.rizvi@investcorp.com,,List import
9568715,,Pascal Houde,,,pascal.houde@protonmail.com,,List import
9577855,,Mark Schubert,,,schubert.robbie@principal.com,,List import
11045498,Inactive Investor,Taylor Finley,,"Cambridge Investment Research, Inc. Kerrville TX 874 Harper Rd",,,Salesforce
10866641,Inactive Investor,Joseph McQuaid,Founding Partner;Managing Partner,Imprint Wealth LLC,joe.mcquaid@imprintwealth.com,,Salesforce
11102743,Inactive Investor,Bernarda Torijano,,J.P. Morgan Securities LLC Passaic NJ 620 Main Ave,bernarda.torijano@jpmorgan.com,,Salesforce
374475,,Chuck Rose,"CFO, CIO","Perigon Wealth Management, Llc",chuck@graniterosewealth.com,2012709874,Manual List Upload
9571169,,Mattthew Bye,,,mjb2100@gmail.com,,List import
11170628,Inactive Investor,Sean Schroeder,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,sean.schroeder@fidelity.com,,Salesforce
10774300,Inactive Investor,Cheryl Cannistra,Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,ccannistra@nb.com,,Salesforce
162043,,Mark Lewis,,[Unknown],ml@lrnewenergy.com,,
11086657,Inactive Investor,Ian Watson,,"Raymond James Financial Services, Inc. Boston MA 1 Beacon St",ian.watson@raymondjames.com,,Salesforce
11159003,Inactive Investor,Alexa Phillips,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9633374,,Shannon Jacobs,,,shanna2810@yahoo.com,,List import
6661300,,juka muka,,,mocisa2587@mirtox.com,,Web Form Fillout
183069,,savage lynn,,[Unknown],savagemelynn@gmail.com,,Paid Social
9603875,,ELODIE DE MARCHI,,,elodie.demarchi@kaiko.com,,List import
11044914,Inactive Investor,Sean Menzies,Financial Advisor,"Good Life Advisors, LLC Mars PA 100 Northpointe Cir",sean.menzies@goodlifefa.com,,Salesforce
10764525,Inactive Investor,James Dengler,,Goldman Sachs & Co.,james.dengler@gs.com,,Salesforce
10970088,Inactive Investor,Keith Adams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
333300,,Michael Salerno,,Verdence Capital,msalerno@verdence.com,7037769789,Manual List Upload
10783977,Inactive Investor,David Hackett,Portfolio Management Associate,Morgan Stanley Dallas TX 8383 Preston Center Plz,david.hackett@morganstanley.com,,Salesforce
11000504,Inactive Investor,Jason Zack,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
10840334,Inactive Investor,Christopher Sitler,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",christopher.sitler@ml.com,,Salesforce
11213086,Inactive Investor,Frank Smith,,Cetera Advisor Networks LLC Williamsburg VA 291 McLaws Cir,,,Salesforce
10901446,Inactive Investor,William Hazen,Financial Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",kyle.hazen@ampf.com,,Salesforce
10945047,Inactive Investor,Josef Rau,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 1016 Irvine Ave",josef.rau@ml.com,,Salesforce
11094632,Inactive Investor,Joseph Cunningham,,"USAdvisors Wealth Management, LLC Knoxville IA 305 E Main St",,,Salesforce
11254341,Inactive Investor,Michael Charnot,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
11079680,Inactive Investor,John Cascioli,,"Grove Point Investments, LLC Lewis Center OH Private Residence",,,Salesforce
99817,,Russell Lollar,,United States,russlollar@gmail.com,,
10804948,Inactive Investor,Matthew Camrud,Partner;Senior Lead Advisor,Brighton Jones LLC,,,Salesforce
9589440,,lesley finley,,,lfi@gapps.uwcsea.edu.sg,,List import
11104217,Inactive Investor,Brad Bartz,Chief Compliance Officer;Co-Founder;Managing Partner;President,Ridgewood Wealth Management LLC,,,Salesforce
351440,,Ellen Siddiqui,Financial Advisor,"Cornerstone Professional Advisor Services, Llc",eschreiber@cpasllc.com,516-408-1160,Manual List Upload
223587,,Anibal L Hansell,,[Unknown],aniballhansell@gmail.com,,
333946,,John Zerr,Director,Invesco Investment Advisers Llc,john.zerr@invesco.com,713-214-1919,Manual List Upload
11206036,Inactive Investor,Edmund Brock,Financial Advisor,LPL Financial LLC Wakefield RI 24 Salt Pond Rd,edmund.brock@lpl.com,,Salesforce
10911698,Inactive Investor,Thomas Austin,Financial Advisor,CG Advisory Services Stevensville MI 4231 Red Arrow Hwy,thomasa@mycgfinancial.com,,Salesforce
11101556,Inactive Investor,Patrick Combs,Financial Advisor,PFG Advisors Austin TX 6001 W William Cannon Dr,,,Salesforce
11043576,Inactive Investor,Dawn Jones,,"Raymond James Financial Services, Inc. Boulder CO 1212 Pearl St",dawn.jones@raymondjames.com,,Salesforce
10803702,Inactive Investor,Karen Richards,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellingham WA 23 Bellwether Way",karen.richards@wellsfargoadvisors.com,,Salesforce
9545772,,Timothy Hoffman,,,thoffman2009@gmail.com,,List import
11172972,Inactive Investor,Brian Eborn,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,brian.eborn@fidelity.com,,Salesforce
10908841,Inactive Investor,Nathan Berube,Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10614481,,Deborah DeMatteo,"Financial Advisor, Senior Vice President",,ddematteo@wealthenhancement.com,,List Import
10758341,Inactive Investor,Allan Linke,Business Financial Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",allan_linke@ml.com,,Salesforce
10771162,Inactive Investor,Steven Chefas,Associate Vice President - Wealth Management;Financial Advisor;Portfolio Management Director,Morgan Stanley Spring TX 24 Waterway Ave,steven.chefas@morganstanley.com,,Salesforce
9621424,,Sanjay Yadav,,,sy.388821@gmail.com,,List import
11162217,Inactive Investor,Timothy Nugent,Director - Portfolio Strategy,"First Citizens Investor Services, Inc.",timothy.nugent@firstcitizens.com,,Salesforce
11086898,Inactive Investor,Sara Voss,Client Service Associate,Morgan Stanley Springfield MO 1535 E Primrose St,,,Salesforce
33032,,Donald Puff,President & Chief Compliance Officer,"Djpuff Advisors Group, Inc.",don@donpuff.com,(315) 488-8885 ext. 103,Manual List Upload
10979323,Inactive Investor,Sophie Hanson,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",,,Salesforce
9564908,,Christine Fesler,,,christine.fesler@calpers.ca.gov,,List import
11033273,Inactive Investor,Kristen Huggins,,PFS Investments Inc. Russellville AR 310 S Boston Ave,khuggins@primerica.com,,Salesforce
11204267,Inactive Investor,Michael Eskridge,Senior Research Analyst,"Orgel Wealth Management, LLC",michael.eskridge@orgelwealth.com,,Salesforce
11027895,Inactive Investor,Bryan Galvan-Salgado,,J.P. Morgan Securities LLC Reno NV 10390 N McCarran Blvd,bryan.galvan-salgado@jpmorgan.com,,Salesforce
169882,,Jeremy Davidson,,[Unknown],jsdavidson@mac.com,,Other
11133468,Inactive Investor,Thomas Cornelius,,Stonex Securities Inc. Masury OH Private Residence,,,Salesforce
25828,,David M. Rubenstein,Co-Founder & Co-Executive Chairman,The Carlyle Group,marypat.decker@carlyle.com,202-729-5202,Event
9564855,,Ed Park,,,edp05373@gmail.com,,List import
11103249,Inactive Investor,Harold Scull,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",harold.scull@schwab.com,,Salesforce
11211972,Inactive Investor,Ashlee Hatcher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10779015,Inactive Investor,Richard Bauchspies,Director;Portfolio Manager;Shareholder,The Burney Company Portsmouth RI 283 Carriage Dr,richard@burney.com,,Salesforce
9592320,,Lorenzo Lionheart,,,lorenzolionheart@yahoo.com,,List import
10985646,Inactive Investor,Clay Hunsaker,,"Farmers Financial Solutions, LLC Rapid City SD 2834 Jackson Blvd",clay.dschmidt@farmersagency.com,,Salesforce
11029960,Inactive Investor,Courtney Mason,Founder;Owner;Principal,CMC Advisors,court@okapiinvesting.com,,Salesforce
10487259,,David Nethery,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",david_nethery@ml.com,,List Import
10980218,Inactive Investor,Debra Trotter,,"Leigh Baldwin & Co., LLC Mandeville LA Private Residence",,,Salesforce
11084686,Inactive Investor,Jan Dyke,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,jan.dyke@morganstanley.com,,Salesforce
10840557,Inactive Investor,Patrick Rodgers,Financial Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10237 W Lincoln Hwy",patrick.rodgers@ampf.com,,Salesforce
226432,, -,,[[Unknown]],mia1atl2dal3okc4@gmail.com,,Initial Salesforce Import
10767264,Inactive Investor,Keith Brandt,,"Kestra Investment Services, LLC San Diego CA 3570 Carmel Mountain Rd",keith.brandt@kestrafinancial.com,,Salesforce
9579319,,Derek Villars,,,derek@blvdwealth.com,,List import
10615578,,Richard Lahn,Financial Advisor,,richard.lahn@lpl.com,,List Import
9545700,,Amy Palmer,,,aboede@commonwealth.com,,List import
11207246,Inactive Investor,Brandon Oja,,J.P. Morgan Securities LLC Huntington Woods MI 26363 Woodward Ave,brandon.m.oja@chase.com,,Salesforce
10891527,Inactive Investor,Zubeen Tukina,Financial Advisor,Edward Jones Seal Beach CA 3010 Old Ranch Pkwy,zubeen.tukina@edwardjones.com,,Salesforce
9572697,,Dimitri Egorov,,,degorov@bloomtreepartners.com,,List import
10931265,Inactive Investor,Shaopeng Zhu,Financial Advisor,McAdam LLC Boston MA 84 State St,shawn.zhu@mcadamfa.com,,Salesforce
10916229,Inactive Investor,Thomas Robinson,,State Farm VP Management Corp. Lawrenceville IL 1120 Bond St,thomas.robinson.idpn@statefarm.com,,Salesforce
11060258,Inactive Investor,Joseph Cain,,"American Portfolios Financial Services, Inc. Nanuet NY 275 Rte 304",jcain@americanportfolios.com,,Salesforce
11165840,Inactive Investor,Wesley Burns,,LPL Financial LLC Seattle WA 319 1st Ave S,wes.burns@lpl.com,,Salesforce
10927516,Inactive Investor,David Santos,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
10790147,Inactive Investor,Donald Hardcastle,,"U.S. Bancorp Investments, Inc. Cookeville TN 2 W Jackson St",donald.hardcastle@usbank.com,,Salesforce
10612510,,James Stein,Financial Advisor,,stein07677@yahoo.com,,List Import
10824042,Inactive Investor,Douglas Curran,Financial Advisor,Edward Jones Geneseo IL 105 S Chicago St,doug.curran@edwardjones.com,,Salesforce
11078982,Inactive Investor,David Galarza-Sosa,,"Gamma Securities, LLC San Juan 500 Calle de la Tanca",,,Salesforce
10947855,Inactive Investor,Todd Montalbo,Financial Advisor,"First Pacific Financial, Inc. Juneau AK 119 Seward St",,,Salesforce
11191601,Inactive Investor,Mayukh Mondal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 17 Enon St",mayukh.mondal@ml.com,,Salesforce
10827571,Inactive Investor,Leigh Funke,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",leigh.kessler@ml.com,,Salesforce
11094215,Inactive Investor,Christopher Duff,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,cduff@primerica.com,,Salesforce
11038313,Inactive Investor,James Hulbert,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10819298,Inactive Investor,Jeffrey Harwood,Chief Compliance Officer;President;Wealth Manager,Ventura Advisors,,,Salesforce
10935789,Inactive Investor,Michael Lieberman,Financial Advisor,"Osaic Wealth, Inc. Manhasset NY 1615 Northern Blvd.",mlieberman@osaicwealth.com,,Salesforce
11184215,Inactive Investor,Kevin Knock,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9560470,,STEVEN BONNEY,,,thinkultra@gmail.com,,List import
10967417,Inactive Investor,Anna Afrikyan,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,anna.afrikyan.ul6b@statefarm.com,,Salesforce
11098969,Inactive Investor,Julia Falletta Dinkel,Financial Advisor,Edward Jones Colorado Springs CO 1755 Telstar Dr,julie.dinkel@edwardjones.com,,Salesforce
9638081,,Clyde McKee,,,cmckee@starkfoundation.org,,List import
10871306,Inactive Investor,Dong Hahn,Financial Advisor,Edward Jones Charlotte NC 7510 Pineville Matthews Rd,joseph.hahn@edwardjones.com,,Salesforce
10807595,Inactive Investor,Sally Kolkmeyer,Senior Client Service Associate,Morgan Stanley Orchard Park NY 6532 E Quaker St,sally.kolkmeyer@morganstanley.com,,Salesforce
9599730,,Joseph Perry,,,jperry@avisofinancial.com,,List import
11094285,Inactive Investor,Daniel Carbonaro,Financial Services Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10901738,Inactive Investor,Sarah Porcellini,Client Service Associate,Morgan Stanley Jericho NY 2 Jericho Plz,sarah.porcellini@morganstanley.com,,Salesforce
10791713,Inactive Investor,Brian Carolan,Principal,"CMH Wealth Management, LLC",brianc@cmhwealth.com,,Salesforce
11123366,Inactive Investor,Ryan McAuliffe,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",max.mcauliffe@equitable.com,,Salesforce
11028838,Inactive Investor,Renen Sahr,,"Osaic Wealth, Inc. Fremont NE 1005 E 23rd St",,,Salesforce
11127189,Inactive Investor,Talmadge Brenner,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
6857114,,Byiswan Smith,,,vesowel441@aosod.com,,Web Form Fillout
9621277,,MICHELLE CHENG,,,mcheng0999@gmail.com,,List import
11031723,Inactive Investor,Colin Nardella,,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",cnardella@pinnacle-llc.com,,Salesforce
10940171,Inactive Investor,Elaine Milito,,LPL Financial LLC Vestal NY 148 Vestal Pkwy,elaine.milito@lpl.com,,Salesforce
10890636,Inactive Investor,Hongshing Chen,,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",shin.chen@wellsfargoadvisors.com,,Salesforce
1003331,Inactive Investor,Cal Henderson,,Slack,cal@iamcal.com,,3rd Party Lead Gen
10883892,Inactive Investor,Nathan Shoup,,"Raymond James Financial Services, Inc. Eaton OH 1600 N Barron St",nathan.shoup@raymondjames.com,,Salesforce
10894736,Inactive Investor,Brandise Dennis,Financial Advisor;Vice President,Santander Securities LLC Miami FL 1401 Brickell Ave,brandise.dennis@santanderinvestments.com,,Salesforce
11168599,Inactive Investor,Patrick Steen,Investment Advisor,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,patrick.steen@jpmorgan.com,,Salesforce
11179560,Inactive Investor,Robert Torcivia,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice Presid,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,robert.torcivia@morganstanley.com,,Salesforce
10788009,Inactive Investor,Charles Re,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",charles.re@nm.com,,Salesforce
11128655,Inactive Investor,Devyn Deitsch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
233376,, -,,[[Unknown]],409918035@qq.com,,Organic Search
9646518,,Ana Vargas,,,anakoa93@gmail.com,,List import
11021087,Inactive Investor,Brian Hulsey,,Citigroup Global Markets Inc.,,,Salesforce
9604239,,mato to,,,heyiva4741@wwgoc.com,,List import
11196672,Inactive Investor,Tate Schanski,,Sigma Financial Corporation Perry MI Private Residence,tschanski@sigmarep.com,,Salesforce
240831,,Lovejoy Richard,,[Unknown],rlovejoy@etfflows.com,,Event
10816324,Inactive Investor,Charles Hartmann,,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",erik.hartmann@rbc.com,,Salesforce
10954364,Inactive Investor,Ryne Mading,Financial Advisor,"Golden State Wealth Management, LLC Missoula MT 945 Wyoming St",ryne.mading@goldenstatewm.com,,Salesforce
11033245,Inactive Investor,Sheba Hakiza,,PFS Investments Inc. Derwood MD 7642 Standish Pl,shakiza@primerica.com,,Salesforce
10959512,Inactive Investor,Zavon Sample,,Vanguard Marketing Corporation,zavon_sample@vanguard.com,,Salesforce
11125732,Inactive Investor,Tracey O'Leary,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",tracey.oleary@nm.com,,Salesforce
11173206,Inactive Investor,Carlos Escobar,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",carlos.escobar@ml.com,,Salesforce
336517,,Jacob Rees-mogg,Partner - With Capital Interest Only,Somerset Capital Management Llp,jacob@somersetcm.com,442-072-591300,Manual List Upload
208099,,Daniel Lehmann,,[Unknown],danielehmann96@gmail.com,,
11029664,Inactive Investor,Clayton Gropper,,PFS Investments Inc. Sioux Falls SD 3220 W 57th St,clayton.gropper@primerica.com,,Salesforce
11059174,Inactive Investor,Stuart Updegrove,,"Ceros Financial Services, Inc. Norwalk CT 50 Washington St",supdegrove@cerosfs.com,,Salesforce
10992157,Inactive Investor,Justin Berrie,Investment Advisor,Capital Counsel LLC,,,Salesforce
10901141,Inactive Investor,William Gray,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,william.gray@fmr.com,,Salesforce
10893758,Inactive Investor,Radostina Mims,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Houston TX 712 Main St,radostina.mims@jpmorgan.com,,Salesforce
10904120,Inactive Investor,Nolan Eddy,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",nolan.eddy@empower.com,,Salesforce
216105,,Jerry Samet,,[Unknown],gsamet@yahoo.com,,Event
11035270,Inactive Investor,Gretchen Harrington,,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",gretchen.m.osullivan@wfadvisors.com,,Salesforce
9635498,,Jill Ebenstein,,,jebenstein@cedarbrookfinancial.com,,List import
10893726,Inactive Investor,Delano Cobran,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",delano.cobran@ml.com,,Salesforce
10860479,Inactive Investor,Gregory Owens,,"Allstate Financial Services, LLC Silver Spring MD 2654 University Blvd W",gregoryowens@allstate.com,,Salesforce
10646431,,Daniel Ball,,,dan.ball@rbc.com,,List Import
10847924,Inactive Investor,Roy Spinks,,LPL Financial LLC Metairie LA 3223 8th St,roy.spinks@lpl.com,,Salesforce
9609387,,Jose Garcia,,,jose.garcia@blue-swan.io,,List import
11182317,Inactive Investor,Sarah Allen,Manager,Minot Deblois Advisors LLC Boston MA 50 Congress St,,,Salesforce
11255283,Inactive Investor,Daniel Braddock,Investment Advisor Representative,Almega Wealth Management Raleigh NC 8601 6 Forks Rd,,,Salesforce
9625852,,Travis Waller,,,traviscwaller@gmail.com,,List import
10799128,Inactive Investor,David Krake,Retirement Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",david_krake@ml.com,,Salesforce
9622213,,bo kamp dudek,,,emperor_@abv.bg,,List import
10798127,Inactive Investor,Peter Gorman,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",peter_gorman@ml.com,,Salesforce
11170231,Inactive Investor,Anthony Gizzarelli,,LPL Financial LLC San Diego CA 1081 Camino Del Rio S,anthony.gizzarelli@lpl.com,,Salesforce
11064278,Inactive Investor,Kevin Nash,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,kevin.nash@edwardjones.com,,Salesforce
9588636,,Linde Murphy,,,lmurphy@meallison.com,,List import
10965213,Inactive Investor,Ronald Markel,Financial Advisor,Edward Jones Cleveland TN 2060 N Ocoee St,ron.markel@edwardjones.com,,Salesforce
11143513,Inactive Investor,Kristine Cappello,,Vanguard Marketing Corporation,kristine_cappello@vanguard.com,,Salesforce
86355,,James Miller,"President, Chief Compliance Officer","Woodward Financial Advisors, Inc.",jmiller@woodwardadvisors.com,919-929-2495,Manual List Upload
9591459,,David Forer,,,dforer@intermarket.us,,List import
10822635,Inactive Investor,Renita Dick,Financial Advisor,"Osaic Wealth, Inc. Tahlequah OK 110 Spring St",,,Salesforce
10947296,Inactive Investor,Ruoxin Wang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",skyler.wang@ml.com,,Salesforce
9638050,,Monica Lai,,,lai@sloan.org,,List import
10527078,,Lamonte Thornton,,,lamontethornton@yahoo.com,,Web Form Fillout
11078940,Inactive Investor,Victor Ketchpaw,,"Osaic Wealth, Inc. West Bend WI 819 S Main St",,,Salesforce
11111717,Inactive Investor,Steven Jackson,Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Pasadena CA 301 N Lake Ave,,,Salesforce
10978975,Inactive Investor,Kareea Estrada,,PFS Investments Inc. Fort Lauderdale FL 4200 NW 16th St,kestrada@primerica.com,,Salesforce
9613842,,f j,,,f_jafarzadeh@yahoo.com,,List import
10969765,Inactive Investor,William Meyer,,PFS Investments Inc. Mankato MN 1055 Madison Ave,,,Salesforce
11003423,Inactive Investor,Ricky Terrones,,J.P. Morgan Securities LLC Magnolia TX 6611 FM 1488 Rd,ricky.terrones@jpmorgan.com,,Salesforce
9613792,,Justin Mauldin,,,justin@salientpr.com,,List import
11103563,Inactive Investor,Jeffrey Allen,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,jeffrey.allen@primerica.com,,Salesforce
10798562,Inactive Investor,Trevor Dare,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,trevor.dare@morganstanley.com,,Salesforce
343877,,Stephen Burke,Managing Partner And Director,"Ars Investment Partners, Llc",sburke@arschmeidler.com,212-687-9800,Manual List Upload
9589542,,Robert Katch,,,robert@mfinvest.com,,List import
11195754,Inactive Investor,Colten Mellows,Financial Advisor,LPL Financial LLC Lewistown MT 224 W Main St,colten.mellows@lpl.com,,Salesforce
11027062,Inactive Investor,Adeel Naqvi,,J.P. Morgan Securities LLC Jeffersonville IN 2501 Allison Ln,adeel.naqvi@chase.com,,Salesforce
9632230,,Pamela L. Swarmer,,,pswarmercpa@yahoo.com,,List import
11076773,Inactive Investor,Issam Bakir,Chief Compliance Officer;Managing Member;President,"TNT Asset Management, LLC",sbakir@tntfinancial.com,,Salesforce
10789422,Inactive Investor,Carrie Elledge,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,carrie.elledge@us.hsbc.com,,Salesforce
4400296,,Jackson Jey,,,jackson@uma3.be,,Web Form Fillout
11175683,Inactive Investor,Alex Flaugher,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10898537,Inactive Investor,Tyler Chapman,Financial Advisor,UBS Financial Services Inc. Denver CO 4600 S Ulster St,tyler.chapman@ubs.com,,Salesforce
10764406,Inactive Investor,Timothy Ramsey,,Goldman Sachs & Co.,,,Salesforce
234644,, -,,[[Unknown]],ojamadickson@gmail.com,,
10806067,Inactive Investor,Michael Cox,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",coxm@stifel.com,,Salesforce
10937988,Inactive Investor,Shawn McCarty,,State Farm VP Management Corp. Fairfield IA 604 W Burlington Ave,shawnmccarty@statefarm.com,,Salesforce
10957592,Inactive Investor,Gregory Hayes,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,ghayes@primerica.com,,Salesforce
11128012,Inactive Investor,Cal Smith,,"Farmers Financial Solutions, LLC Edmond OK 15201B Crown at Lone Oak Rd",,,Salesforce
10803499,Inactive Investor,David Souza,Vice President - Wealth Management,UBS Financial Services Inc. Honolulu HI 733 Bishop St,david.souza@ubs.com,,Salesforce
11217239,,Tomasz Lenkiewicz,,,tom.lenkiewicz@jpmorgan.com,,Other
9572822,,Jonathan Leebow,,,leebowfamily@gmail.com,,List import
6263086,,Makeer Mayour,,,makeermayour@gmail.com,,Web Form Fillout
10817528,Inactive Investor,Kelly Hamlet,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",kelly.hamlet@ml.com,,Salesforce
10837315,Inactive Investor,Brandon Swan,Financial Advisor;Portfolio Management Director;Vice President - Wealth Management,Morgan Stanley Tampa FL 18302 Highwoods Preserve Pkwy,brandon.swan@morganstanley.com,,Salesforce
11026365,Inactive Investor,Alleyne Hill,,"VALIC Financial Advisors, Inc.",alleyne.hill@valic.com,,Salesforce
9619814,,Jake Choi,,,jakehdchoi@gmail.com,,List import
9593914,,Phil Collins,,,pcollins@orchardholdings.com,,List import
10857147,Inactive Investor,John Grayson,,LPL Financial LLC Huntsville AL Private Residence,john.grayson@lpl.com,,Salesforce
211824,,Michael Kalter,Financial Consultant,Etrade,mkalter@gmail.com,,Content
10798982,Inactive Investor,John Klimchak,,Cetera Advisor Networks LLC Melville NY 535 Broadhollow Rd,klimchakj@ceteranetworks.com,,Salesforce
11231693,Inactive Investor,Elvis Rivera,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
11133237,Inactive Investor,Dennis Cipriano,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,dennis.cipriano@fidelity.com,,Salesforce
10886338,Inactive Investor,James Walsh,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11187927,Inactive Investor,Julie Johnson,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
11184561,Inactive Investor,Shaw Robinson,,"Hantz Financial Services, Inc. Marquette MI 228 W Washington St",shaw.robinson@hantzgroup.com,,Salesforce
10927383,Inactive Investor,Pia Tobar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10955077,Inactive Investor,Parker Westover,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9572649,,Rikendel Weast,,,weast100@gmail.com,,List import
10776047,Inactive Investor,Justin Scallan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glendale AZ 8258 W Bell Rd",justin.scallan@ml.com,,Salesforce
190688,,Mark Molter,,[Unknown],mrcavsfan@gmail.com,,source
11043378,Inactive Investor,Kevin Kingston,Financial Advisor;Managing Director;Member;Owner,Savant Wealth Management Bloomington IL 2315 E Empire St,kkingston@savantwealth.com,,Salesforce
10921377,Inactive Investor,Kenneth Apessos,Financial Planner,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",kenneth.apessos@equitable.com,,Salesforce
9606677,,Spence Burkholz,,,spenceb@rgrdlaw.com,,List import
11031465,Inactive Investor,Sevan Boughossian,,J.P. Morgan Securities LLC Carmel IN 10495 N Michigan Rd,sevan.boughossian@jpmorgan.com,,Salesforce
9608877,,Matt Crater,,,mathias1026@gmail.com,,List import
11195906,Inactive Investor,Ashley Moore,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",ashley.moore2@ml.com,,Salesforce
11164328,Inactive Investor,Andrew Wallisch,Financial Advisor,LPL Financial LLC Pittsburgh PA 1090 Freeport Rd,andrew.wallisch@lpl.com,,Salesforce
11006705,Inactive Investor,Matthew Hill,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10488090,,William Atkins,,Advisor Resource Council,william.atkins@lpl.com,,List Import
10753372,Inactive Investor,Steven Antinucci,Financial Advisor,LPL Financial LLC Yucaipa CA 34161 Yucaipa Blvd,steven.antinucci@lpl.com,,Salesforce
10796623,Inactive Investor,Jessica Shea,Financial Planning Specialist;Vice President;Wealth Management Associate,Morgan Stanley New Brunswick NJ 120 Albany St,jessica.newman@morganstanley.com,,Salesforce
11117095,Inactive Investor,Michael Devine,,State Farm VP Management Corp. Wasilla AK 2200 E Parks Hwy,mike.devine.mmjj@statefarm.com,,Salesforce
10778001,Inactive Investor,Holly Demarco,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,holly.demarco@jpmorgan.com,,Salesforce
10765030,Inactive Investor,Thomas Madaras,Financial Advisor;First Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,thomas.madaras@morganstanley.com,,Salesforce
373987,,Armand Rappaport,,[Unknown],hankport@aol.com,,source
10950128,Inactive Investor,David Haring,,Money Concepts Capital Corp Bozeman MT 2855 N 19th Ave,dharing@moneyconcepts.com,,Salesforce
228151,, -,,[[Unknown]],innareifman4@gmail.com,,
10781956,Inactive Investor,David Lavallee,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,david.lavallee@fidelity.com,,Salesforce
10814077,Inactive Investor,Charles Nichols,Financial Consultant,Thrivent Investment Management Inc. Columbia MO Private Residence,chuck.nichols@thrivent.com,,Salesforce
10958775,Inactive Investor,Janice Vuong,Investment Advisor Representative,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",janice.vuong@tfaconnect.com,,Salesforce
9623719,,huang huang,,,maxine@diancun.net,,List import
11093958,Inactive Investor,Hubert Rudisill,,"Ameriprise Financial Services, LLC Columbia SC 12 Clusters Ct",hubert.rudisill@ampf.com,,Salesforce
10775876,Inactive Investor,Kharmia Powell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",kharmia_powell@ml.com,,Salesforce
11093769,Inactive Investor,Lance Asuka,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,lsasuka@ft.newyorklife.com,,Salesforce
11153325,Inactive Investor,Ernest Walker,,Interactive Brokers LLC Chicago IL 209 S La Salle St,ewalker@interactivebrokers.com,,Salesforce
10657571,,Luis Guardado,,,luis.a.guardado@chase.com,,List Import
11023892,Inactive Investor,William Grover,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",william.grover@ml.com,,Salesforce
11158712,Inactive Investor,Michele Casey,Financial Advisor;Vice President;Vice President - Investments,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",michele.a.casey@wellsfargo.com,,Salesforce
11261091,Inactive Investor,Thomas Dunlap,Senior Investment Analyst,Clarendon Private LLC,tdunlap@clarendonprivate.com,,Salesforce
11229086,Inactive Investor,Adam Poole,,Edward Jones Anchorage AK 615 E 82nd Ave,,,Salesforce
11093746,Inactive Investor,Carrie Redmond,,"Stifel, Nicolaus & Company, Incorporated Syracuse NY 5784 Widewaters Pkwy",,,Salesforce
9577565,,Sherie Higgins,,,shiggins@massmutual.com,,List import
9609366,,Seungwon Choi,,,seungwon.choi94@gmail.com,,List import
9618332,,Jonathan Gruber,,,wyatt@rosscreekcapital.com,,List import
6682,,Javier Carranza,,[[Unknown]],jfcarranzav@gmail.com,,Initial Salesforce Import
228016,, -,,[[Unknown]],brianimootoo@gmail.com,,
160457,,Pamela Kossian,,[Unknown],pamkossian@me.com,,
11032353,Inactive Investor,Jeffrey Jones,,"JBS Liberty Securities, Inc.",,,Salesforce
11165305,Inactive Investor,Kirby Bock,Financial Advisor,"Wells Fargo Clearing Services, LLC Lees Summit MO 3171 NE Carnegie Dr",kirby.bock@wellsfargoadvisors.com,,Salesforce
9587547,,Jennifer Vertucci,,,jennifer.vertucci@usaa.com,,List import
11191478,Inactive Investor,Marlyn Felsing,Member,Felsing Financial,,,Salesforce
9615757,,DL GAO,,,grandmaster@protonmail.com,,List import
11048283,Inactive Investor,Louis Skertich,Branch Manager;Executive Director,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,louis.skertich@ubs.com,,Salesforce
10818504,Inactive Investor,Antonio Peredia,,"Wells Fargo Clearing Services, LLC Henderson NV 1411 W Sunset Rd",antonio.peredia@wellsfargo.com,,Salesforce
9611649,,Carlos Garcia De Dios,,,ackermann.matt@gmail.com,,List import
9566352,,Zachar Davydov,,,zdbanking@gmail.com,,List import
11096144,Inactive Investor,David Dailey,,Country Capital Management Company Chehalis WA 366 SW 13th St,dave.dailey@countryfinancial.com,,Salesforce
9558692,,Frank Lumpuy,,,frank@kovacksecurities.com,,List import
11140369,Inactive Investor,Jeri Hunt,Financial Advisor,Edward Jones Wellington KS 123 N Jefferson Ave,jeri.hunt@edwardjones.com,,Salesforce
9547768,,Harry Garrison,,,hwg4343@yahoo.com,,List import
10880644,Inactive Investor,Oliver Engquist,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10831171,Inactive Investor,Michael Reichman,Financial Advisor,LPL Financial LLC Crystal Lake IL 475 W Terra Cotta Ave,michael.reichman@lpl.com,,Salesforce
9647941,,ANTHONY CARUSO,,,tony.caruso@lpl.com,,List import
11090690,Inactive Investor,Christopher Wiser,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9595613,,John Cummings,,,cummings@xpyriainvest.com,,List import
9589605,,Andres Angelo Cadena Bonfanti,,,cadenabonfanti@gmail.com,,List import
11008243,Inactive Investor,Colleen Willis,Client Service Specialist;Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",colleen.willis@ampf.com,,Salesforce
10853601,Inactive Investor,Christopher Williams,,"Empower Financial Services, Inc Denver CO 2960 Simms St",christopher.williams@gwrs.com,,Salesforce
210483,,David Heffernan,,IRFU,davidheffernan123@gmail.com,3.53861E+11,
240515,,Cilla Matthew,,[Unknown],matthew.cilla@allspring-global.com,,Event
11219560,,David Hauck,,,dhauck@hudsonedgeip.com,,Other
10922545,Inactive Investor,Louis Decuir,,LPL Financial LLC Norfolk VA Private Residence,louis.decuir@lpl.com,,Salesforce
9573548,,Andrew Weissman,,,andy.weissman@wealthspire.com,,List import
9560963,,Anass SABBANE,,,anass.sabbane.99@gmail.com,,List import
9599113,,Liz Wheatley,,,ewheatley@hotmail.com,,List import
10962013,Inactive Investor,Charlene Reyes,,Cetera Investment Services LLC Mobile AL 11 N Water St,,,Salesforce
10825839,Inactive Investor,Steffon Walby,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",steffon.walby@nm.com,,Salesforce
10979549,Inactive Investor,Troy Knight,,Vanguard Marketing Corporation,troy_knight@vanguard.com,,Salesforce
10810961,Inactive Investor,Elizabeth Wheatley,,"Avantax Investment Services, Inc. Bardstown KY Private Residence",,,Salesforce
11003322,Inactive Investor,Katie Robichaud,,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,katie.robichaud@thrivent.com,,Salesforce
9547131,,Jones Dunham,,,charles.dunham@lfg.com,,List import
11130752,Inactive Investor,Rafael Real Bravo,,J.P. Morgan Securities LLC West Hollywood CA 8951 Santa Monica Blvd,rafael.real-bravo@jpmorgan.com,,Salesforce
10947453,Inactive Investor,Brittany Daniel,Investment Advisor Representative,LPL Financial LLC Meridian ID 105 E Idaho Ave,,,Salesforce
11236475,Inactive Investor,Michael Musco,Asset Manager;Investment Advisor Representative,Equilus Group Inc Bend OR Private Residence,mmusco@equilusfinancial.com,,Salesforce
11260640,Inactive Investor,Arie Serrant,,Evercore Group L.L.C.,,,Salesforce
11162885,Inactive Investor,William Triantafel,Family Wealth Director;Senior Vice President;Wealth Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,william.triantafel@morganstanley.com,,Salesforce
11146867,Inactive Investor,Keith Boudreau,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem NH 220 N Broadway",keith.boudreau@ml.com,,Salesforce
11210235,Inactive Investor,Katelyn Wilson,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",katelyn.wilson@ml.com,,Salesforce
11096941,Inactive Investor,James Miller,Owner,Horizon Harvest Financial Planning Brooklyn NY 540 President St,jm@horizonharvest.com,,Salesforce
10958380,Inactive Investor,Micharey Marte Reyna,,J.P. Morgan Securities LLC Bronx NY 784 Castle Hill Ave,micharey.marte-reyna@jpmorgan.com,,Salesforce
196760,,Michael Hudson,,"SunTrust Advisory Services, Inc.",michael.hudson@suntrust.com,404-813-5719,
11023439,Inactive Investor,Cindy Mactaggart,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,cindy.mactaggart.eux2@statefarm.com,,Salesforce
10657653,,Jennifer Sweis,,,jennifer.sweis@chase.com,,List Import
10981850,Inactive Investor,Nicholas Webb,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10972685,Inactive Investor,Jeanetta Porterfield,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
9643705,,David Shaner,,,dshaner@davidshaner.com,,List import
39293,,Marylin Gonzalez,Managing Director,"SunTrust Advisory Services, Inc.",marylin.m.gonzalez@suntrust.com,305-577-5244,
11018043,Inactive Investor,Grace Perez,,Bolton Global Capital Plantation FL Private Residence,,,Salesforce
10659938,,Roger Larsen,,,rlarsen@farmersagent.com,,List Import
11230779,Inactive Investor,James Queen,Financial Advisor,LPL Financial LLC Shippenville PA 21119 Paint Blvd,james.queen@lpl.com,,Salesforce
11113553,Inactive Investor,Janet Shuford,Financial Advisor,Edward Jones Gaffney SC 209 S Limestone St,janet.shuford@edwardjones.com,,Salesforce
10825212,Inactive Investor,Raymond Norton,Chief Compliance Officer;Director;President;Secretary;Treasurer,"Norton Capital Management, Inc.",raymond.norton@nortoncapital.com,,Salesforce
11072065,Inactive Investor,Jennifer Cross,Financial Advisor,Edward Jones Delta CO 523 Meeker St,jenn.anders@edwardjones.com,,Salesforce
10844613,Inactive Investor,Michael Cheney,,"Allstate Financial Services, LLC Fort Walton Beach FL 7 Racetrack Rd NE",mcheneyjr@allstate.com,,Salesforce
11040767,Inactive Investor,Scott Mcpherson,Chief Compliance Officer;Senior Vice President,"McGuire Capital Advisors, Inc.",,,Salesforce
10818018,Inactive Investor,Neil Frost,Financial Advisor,Edward Jones Marshall MN 800 E Main St,neil.frost@edwardjones.com,,Salesforce
10865026,Inactive Investor,James Gray,Production Manager,"Osaic FA, Inc. Manchester NY 98 S Main St",james.gray@lfg.com,,Salesforce
11069953,Inactive Investor,Scott Jimison,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Beachwood OH 3000 Auburn Dr",scott.jimison@tiaa.org,,Salesforce
10758824,Inactive Investor,Halbert Swanson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",hal.swanson@schwab.com,,Salesforce
10960973,Inactive Investor,Jaime Sosa,Chairman;Chief Executive Officer;Manager,Welcy Capital Advisors LLC,,,Salesforce
9582014,,Thomas Mayo,,,susan.mayo@lfg.com,,List import
10786091,Inactive Investor,Elena Irimia,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Metairie LA 3900 N Causeway Blvd",elena.irimia@tiaa.org,,Salesforce
1002118,Inactive Investor,Adam Borod,Investment Professional,RWN Management,aborod@rwnmgmt.com, +1 212 920 3120,
11181562,Inactive Investor,Daniel Pason,,"Osaic Wealth, Inc. Franklin MI 30150 Telegraph Rd",,,Salesforce
9596460,,Cole Goergen,,,cgoergen@wealthenhancement.com,,List import
11100255,Inactive Investor,Phillip Cecil,Financial Assistant,"Ameriprise Financial Services, LLC Sarasota FL 7321 Merchant Ct",phillip.cecil@ampf.com,,Salesforce
9608214,,Louis Marriott,,,louismarriott@aol.com,,List import
11161050,Inactive Investor,Leah Goldenthal,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mystic CT 38 E Main St",,,Salesforce
11018738,Inactive Investor,George Jones,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",casey.jones@nm.com,,Salesforce
10759560,Inactive Investor,Paul Wishingrad,Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,paul.wishingrad@ubs.com,,Salesforce
11041723,Inactive Investor,Nichole Adams,Senior Client Service Associate,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,nichole.adams@ubs.com,,Salesforce
10935746,Inactive Investor,Carla Jagodzinski,,NYLIFE Securities LLC Sugar Notch PA Private Residence,cjagodzinski@ft.newyorklife.com,,Salesforce
10855077,Inactive Investor,Amy Leuma,Registered Client Service Associate,Morgan Stanley Minneapolis MN 225 S 6th St,amy.leuma@morganstanley.com,,Salesforce
10862770,Inactive Investor,Kenneth Taylor,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",kenneth.taylor@oneamerica.com,,Salesforce
10981515,Inactive Investor,Amy Woodson,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",amy.woodson@nm.com,,Salesforce
9616621,,Terry Indie,,,terry.indie@outlook.com,,List import
11163863,Inactive Investor,Matthew Evans,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",matthew_evans1@ml.com,,Salesforce
9614540,,Damian Falcone,,,damianfalcone@gmail.com,,List import
9541382,,Nancy Davis,,,nancy.davis@quadraticllc.com,,List import
9587635,,Ryan Stack,,,ryan@thestackgrp.com,,List import
11006863,Inactive Investor,Jonathan McPharlin,Executive Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jonathan.mcpharlin@jpmorgan.com,,Salesforce
11060325,Inactive Investor,Carmello Salerno,,NYLIFE Securities LLC Parsippany NJ 33 Alexander Ave,csalerno@ft.newyorklife.com,,Salesforce
11067277,Inactive Investor,Luis Medina,Associate Director - Portfolio Management;Vice President,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
11011182,Inactive Investor,Matthew Klein,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",matthew.klein@bernstein.com,,Salesforce
216851,,Pavan Kopparam,,[Unknown],k.pavan@4thoughtsfinance.com,,Event
240886,,Lee Turner-Conn,"Head of Americas, Index Investments Group",FTSE Russell,lee.turner-conn@lseg.com,,Event
9542885,,Matt Kokkonen,,,mkokkonen@massmutual.com,,List import
11222792,,Timothy Joseph,,,tjoseph@merceradvisors.com,,List Import
351755,,Gerry Butler,Operating Partner,Yellow Wood Partners,gbutler@yellowwoodpartners.com,617-500-6340,Manual List Upload
337157,,Saul Ballesteros,Partner And Head Trader,Energy Income Partners,sballesteros@energymlp.com,203-349-8232,Manual List Upload
10896465,Inactive Investor,Vicky Merritt,Financial Advisor,Edward Jones Douglas AZ 640 E 10th St,vicky.merritt@edwardjones.com,,Salesforce
11056257,Inactive Investor,Gary Lawrence,,Citigroup Global Markets Inc.,,,Salesforce
10915600,Inactive Investor,Lawrence Paddock,Chief Executive Officer,Thompson Creek Wealth Advisors,lawrence@thompsoncreekwealth.com,,Salesforce
10846590,Inactive Investor,Andrew Reimer,,NYLIFE Securities LLC Guttenberg IA 316 S 1st St,areimer@ft.newyorklife.com,,Salesforce
10539104,,Florentin Zander,,,florentin.zander@citadelsecurities.com,,Web Form Fillout
236506,, -,,[[Unknown]],valerafelix@gmail.com,,
10955559,Inactive Investor,Blake Martin,,"Cambridge Investment Research, Inc. Cresco PA 1056 Rte 390",,,Salesforce
10789385,Inactive Investor,Marisa Thibault,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,marisa.a.thibault@jpmorgan.com,,Salesforce
11013271,Inactive Investor,Timothy Worthen,,"Northwestern Mutual Investment Services, LLC Logan UT 45 E 200 N",justin.worthen@nm.com,,Salesforce
9616894,,Henoch Tezera,,,henoch.tezera@standard.com,,List import
11207191,Inactive Investor,Michael Stoner,Chief Compliance Officer;Founder;Managing Member;President,"True North Financial Advisors, LLC Hilliard OH 3940 Lyman Dr",mstoner@truenorthfa.com,,Salesforce
9612338,,G S,,,lascar33@hotmail.fr,,List import
10830020,Inactive Investor,David Priest,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Green Bay WI 200 S Washington St",priestd@stifel.com,,Salesforce
9586629,,? ?,,,510368427@qq.com,,List import
11144991,Inactive Investor,Steven Dabbs,Chief Compliance Officer;Managing Member,"LTC Wealth Management, LLC",steven@ltcwealthmanagement.com,,Salesforce
11134153,Inactive Investor,Deborah Elmes,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Easton MD 28601 Marlboro Ave,deborah.elmes@morganstanley.com,,Salesforce
10965767,Inactive Investor,Brian Chew,,Cetera Advisor Networks LLC Sausalito CA 141 Bulkley Ave,brian.chew@ceterawealth.com,,Salesforce
10776989,Inactive Investor,Douglas Peterson,Financial Professional;Member,"Professional Financial Advisors, LLC",dpete@profinadv.com,,Salesforce
9553581,,HAO YANG,,,yanghao1418@gmail.com,,List import
10918596,Inactive Investor,Douglas Vogel,,"MML Investors Services, LLC Highland Beach FL Private Residence",dvogel@financialguide.com,,Salesforce
10868108,Inactive Investor,Debra Minkler,Managing Member;Partner;Senior Wealth Advisor,Paladin Wealth Partners,dminkler@paladinwp.com,,Salesforce
11019248,Inactive Investor,Bryce Walkowski,,"Northwestern Mutual Investment Services, LLC Stevens Point WI 5417 Vern Holmes Dr",,,Salesforce
57605,,Nathan Dastic,Chief Compliance Officer,Transom Capital Group,ndastic@transomcap.com,424-832-7299,Manual List Upload
374865,,Ian Djuric,,Djuric family office,ian@djuricfamilyoffice.com,,List Import
10957524,Inactive Investor,Michael Palefau,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
10659568,,Christopher Pravecek,,,cp@allianceg.com,,List Import
10787483,Inactive Investor,Christopher Shingler,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,christopher.shingler@fidelity.com,,Salesforce
11005186,Inactive Investor,Martin Ryan,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11042085,Inactive Investor,Julian Acosta,Financial Advisor,Edward Jones Cedar Park TX 13625 Ronald W Reagan Blvd,julian.acosta@edwardjones.com,,Salesforce
9585681,,Logan Meeker,,,lmeeker01@ft.newyorklife.com,,List import
10921511,Inactive Investor,Richard Squyres,,"Farmers Financial Solutions, LLC Houston TX 2000 Crawford St",rsquyres1@farmersagent.com,,Salesforce
10801729,Inactive Investor,Jerry Dillon,Financial Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 309 N Sepulveda Blvd",jerry.dillon@wellsfargo.com,,Salesforce
11048651,Inactive Investor,Michelle Lyman,,"Cadaret, Grant & Co., Inc. Latham NY 930 Albany Shaker Rd",,,Salesforce
10940857,Inactive Investor,Lily Huang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
11131763,Inactive Investor,David Mahler,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",dmahler@financialguide.com,,Salesforce
9558200,,James Marlor,,,jmarlor@financialguide.com,,List import
10992216,Inactive Investor,Christina Salisbury,,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,csalisbury@primerica.com,,Salesforce
10767983,Inactive Investor,James Wilson,Financial Advisor,Edward Jones Loveland CO 3760 E 15th St,james.scott.wilson@edwardjones.com,,Salesforce
9608126,,Mike Garibay,,,mikegaribay2005@yahoo.com,,List import
11236771,Inactive Investor,Jordan Grow,Financial Advisor,MDRN Capital,jordangrow@mdrncapital.com,,Salesforce
11097885,Inactive Investor,Daniel Garwood,Co-Founder;Principal,"CBG & Company, Inc. Indianapolis IN 8395 Keystone Xing",daniel_garwood@cbgfinancialplanning.com,,Salesforce
10901500,Inactive Investor,Edward O'Rourke,Vice President - Private Client Group,Fisher Investments Venice FL Private Residence,,,Salesforce
9543555,,juan carlos vera,,,veramw2003@gmail.com,,List import
9639099,,Christopher Vaz,,,chris.vaz@credit-suisse.com,,List import
10931786,Inactive Investor,Ellen Whitney,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,ellen.whitney.h08n@statefarm.com,,Salesforce
10892000,Inactive Investor,Annie Pereyra,,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",annie.pereyra@ampf.com,,Salesforce
346880,,David Pastor,Portfolio Manager,Setanta Asset Management Ltd,david.pastor@setanta-asset.com,003-531-6124900,Manual List Upload
10618532,,Mark Zaharski,,,mark.zaharski@ubs.com,,List Import
11032657,Inactive Investor,Angela Moquin,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11208487,Inactive Investor,Frances Pina,Registered Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,frances.pina@morganstanley.com,,Salesforce
10597970,Inactive Investor,Mary Meagher,,Mary Meagher,,15169843801,Salesforce
11008794,Inactive Investor,Anna Earl,,"Cambridge Investment Research, Inc. Concord NC 3630 Poplar Tent Rd",,,Salesforce
11180235,Inactive Investor,Zachariah Dahlman,Financial Advisor,Edward Jones Gaylord MN 212 4th St,zach.dahlman@edwardjones.com,,Salesforce
343833,,Dustin Bishop,CCO And Vp Of Finance,Longshore Capital Partners,dbishop@longshorecp.com,312-237-3838,Manual List Upload
10831347,Inactive Investor,Daniel Spickard,Financial Professional,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,dan_spickard@glic.com,,Salesforce
10863024,Inactive Investor,Jaime Pinedo,,LPL Financial LLC Whittier CA 6528 Greenleaf Ave,jaime.pinedo@lpl.com,,Salesforce
11199340,Inactive Investor,James Gammero,Financial Advisor,"Pruco Securities, LLC. Whippany NJ Private Residence",james.gammero@prudential.com,,Salesforce
11165225,Inactive Investor,Oscar Soriano Rivera,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",oscar.a.soriano@ml.com,,Salesforce
10805283,Inactive Investor,Annukka Mikkola,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",annukka.k.mikkola@ml.com,,Salesforce
10845868,Inactive Investor,Carla Hooker,Senior Financial Advisor,"CUSO Financial Services, L.P. Winston Salem NC 4997 Home Rd",carlahooker@cusonet.com,,Salesforce
10954431,Inactive Investor,Carl Cirelli,,"PHX Financial, Inc.",ccirelli@phoenixinc.com,,Salesforce
1005174,Inactive Investor,Erin Colleen,,TBD,codeyneffects@gmail.com,07066029468,
209494,,Craig Wallace,,retired,c.a.wally@gmail.com,8067865457,Organic Search
11205377,Inactive Investor,Sarah Vasilev,,Fidelity Brokerage Services LLC,,,Salesforce
10932029,Inactive Investor,Adam Skartvedt,Financial Advisor,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",askartvedt@massmutual.com,,Salesforce
9618453,,George Loening,,,gsl@selectequity.com,,List import
10833230,Inactive Investor,Steven Zutz,Premier Banker,"Wells Fargo Clearing Services, LLC Mobile AL 4650 Airport Blvd",steven.zutz@wellsfargoadvisors.com,,Salesforce
10767489,Inactive Investor,Susan Bailey,Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,annette.brigida@ubs.com,,Salesforce
10971389,Inactive Investor,David Sackman,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,,,Salesforce
11197229,Inactive Investor,Jacob Klein,Financial Advisor,LPL Financial LLC Renton WA 1620 Duvall Ave NE,jacob.klein@lpl.com,,Salesforce
10986401,Inactive Investor,Martin Galvez,,Citigroup Global Markets Inc. Miami FL 2750 Aventura Blvd,,,Salesforce
10968982,Inactive Investor,Laura Caceres,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,laura.caceres@jpmorgan.com,,Salesforce
11161825,Inactive Investor,Jamie Greenwald,,North Capital Private Securities Corporation,,,Salesforce
11114086,Inactive Investor,Fred Drake,,"Cambridge Investment Research, Inc. Phoenix AZ 2700 N Central Ave",,,Salesforce
9567714,,Riley Gallaher,,,rgallaher@financialguide.com,,List import
9543153,,Andrew Kern,,,akern2000@sbcglobal.net,,List import
10755433,Inactive Investor,Christopher Dickens,Senior Vice President - Wealth Management,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,christopher.dickens@ubs.com,,Salesforce
11147390,Inactive Investor,Grayson Gruninger,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",grayson.gruninger@53.com,,Salesforce
10980505,Inactive Investor,Jonathan Treussard,Chief Compliance Officer;Managing Member,Treussard Capital Management,jonathan@treussard.com,,Salesforce
11163996,Inactive Investor,Tory Raether,Advisor;Chief Investment Officer;Senior Vice President,Rockefeller Financial LLC Charlotte NC 5605 Carnegie Blvd,traether@rockco.com,,Salesforce
10958219,Inactive Investor,Julian Schubach,,"Nosuris, Inc.",julian@odifinancial.com,,Salesforce
2502244,,Wale Ajiboye,,,ybdub06@yahoo.com,,
370964,,Adam Oppenheimer,,United States,adamoppe@gmail.com,,Salesforce
11234577,Inactive Investor,John Shevlin,Wealth Manager,Creative Planning Englewood CO 7887 E Belleview Ave,john.shevlin@creativeplanning.com,,Salesforce
353319,,Brian Letourneau,,,brian@letorealty.com,,
11008882,Inactive Investor,Alison Pollard,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,,,Salesforce
9583992,,Isaac Braley,,,ibraley@btsmanagement.com,,List import
9629267,,Sidney Powell,,,sid.pow3ll@gmail.com,,List import
10897004,Inactive Investor,Jason Larch,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,jason.larch@morganstanley.com,,Salesforce
11176331,Inactive Investor,Scott Hankard,,"Ameritas Investment Company, LLC",scott.hankard@ameritas.com,,Salesforce
11036819,Inactive Investor,Mark Jaikes,,Innovation Partners LLC Naples FL 5051 Castello Dr,mjaikes@innovationpartnersllc.com,,Salesforce
9543142,,Marco Navarro,,,marknavarro.colorado7@gmail.com,,List import
10658506,,Carolyn Redd,,,carolyn.hardingredd@primerica.com,,List Import
10885393,Inactive Investor,Connor Morris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,connor.morris@fmr.com,,Salesforce
10612145,,Hany Farag,Financial Advisor,,hfarag@janney.com,,List Import
10999645,Inactive Investor,Julian Farro,,J.P. Morgan Securities LLC Charlotte NC 3319 Pineville - Matthews Rd,julian.farro@jpmorgan.com,,Salesforce
11095877,Inactive Investor,Christopher Genao,,"Bankers Life Securities, Inc. Warwick RI 475 Kilvert St",christopher.genao@bankerslife.com,,Salesforce
11065425,Inactive Investor,James Remo,Financial Advisor,Commonwealth Financial Network Allison Park PA 3960 William Flynn Hwy,,,Salesforce
11183618,Inactive Investor,Mary Ripkin,,"Allstate Financial Services, LLC Glen Burnie MD 1666 Crain Hwy S",mary.ripkin@allstate.com,,Salesforce
10806282,Inactive Investor,Jonathan Butcher,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,jonathan.butcher@ubs.com,,Salesforce
11089905,Inactive Investor,Maxim Meyers,Chief Compliance Officer;Chief Executive Officer;Partner;Principal;Wealth Advisor,Octavia Wealth Advisors LLC,mmeyers@octaviawa.com,,Salesforce
9639278,,Stephen Kimmel,,,stephen.kimmel@cookchildrens.org,,List import
10947443,Inactive Investor,Neal Larsen,Associate Representative,Thrivent Investment Management Inc. Simi Valley CA 3605 Alamo St,,,Salesforce
11066387,Inactive Investor,Melinda McGinn,Family Wealth Director;Private Wealth Advisor;Senior Vice President - Wealth Management,Morgan Stanley Wellesley Hills MA 112 Worcester St,mindy.mcginn@morganstanley.com,,Salesforce
10943508,Inactive Investor,Cheryl Battles,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,cheryl.battles@primerica.com,,Salesforce
11060015,Inactive Investor,Jimmy Pannell,Financial Planner;Portfolio Manager;President,DP Capital Management Inc. Houston TX 19822 Maple Chase Ln,,,Salesforce
121954,,Tasha Barlow,Financial Advisor,"Per Stirling Capital Management, LLC",trock@perstirling.com,512-628-2289,
11078421,Inactive Investor,Michael Kohler,,Vanguard Marketing Corporation,michael_kohler@vanguard.com,,Salesforce
10577870,,Amby Amby,,,muwaffak1232@gmail.com,,Web Form Fillout
11115385,Inactive Investor,Tristan Ferdinandi,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,tristan.ferdinandi@fmr.com,,Salesforce
9623409,,Leo Wilson,,,leogwilson@teleworm.us,,List import
9573204,,Bogdan Tom,,,raycopfk@interia.pl,,List import
10656533,,Eric Perkins,,,perkinse@ceteranetworks.com,,List Import
10927869,Inactive Investor,Daniella Quintero,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,daniella.quintero@fmr.com,,Salesforce
10778414,Inactive Investor,John Staley,Chief Executive Officer;Director;Founding Partner;President,Staley Capital Advisers Inc,,,Salesforce
10611217,,Arnold Blumenfeld,"Financial Advisor, Vice President",,arnold.blumenfeld@ampf.com,,List Import
11115224,Inactive Investor,Larry Merrill,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,larry.merrill.c229@statefarm.com,,Salesforce
118206,,Daniel Silbiger,,SCL Ltd,dsilbiger@gmail.com,(050) 521-1943,Database Upload
11129316,Inactive Investor,Amy Clayton,,Ages Financial Services Ltd.,aclayton@tag-ages.com,,Salesforce
9585890,,Brendon Biddle,,,bbiddle@hciequity.com,,List import
10987442,Inactive Investor,Kathleen Lee,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,,,Salesforce
9630813,,Anthony DiOstilio,,,adiostilio@seic.com,,List import
9580295,,Thomas Grayson,,,tgrayson@sagepointadvisor.com,,List import
11056591,Inactive Investor,Stacey Cooper,,PFS Investments Inc. Redlands CA 721 Nevada St,staceycooper@primerica.com,,Salesforce
11045611,Inactive Investor,Matthew Fowler,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",matthew.fowler@prudential.com,,Salesforce
11088588,Inactive Investor,David Jennings,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",david_m_jennings@ml.com,,Salesforce
11000258,Inactive Investor,Noah Fess,Investment Advisor;Investment Advisor Representative,"KCD Financial, Inc. Frisco TX 8668 John Hickman Pkwy",noah@kcdfinancial.com,,Salesforce
11010998,Inactive Investor,Dorothy Welch,,PFS Investments Inc.,dwelch@primerica.com,,Salesforce
11233614,Inactive Investor,Mahmoud Mansour,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oceanside NY 2756 Long Beach Rd",,,Salesforce
10855645,Inactive Investor,Deborah Price,Chief Compliance Officer;Founder;Managing Member;President,"Price Planning, LLC Columbus OH 5324 Woodglen Rd",debbie@priceplanning.com,,Salesforce
9622625,,Ross Ceppetelli,,,rossistyping@aim.com,,List import
11034149,Inactive Investor,Holly Armstrong,,"Principal Securities, Inc.",armstrong.holly@principal.com,,Salesforce
10785313,Inactive Investor,Yanelis Martinez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,yanelis.martinez@jpmorgan.com,,Salesforce
11174454,Inactive Investor,Aaron Dash,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,aaron.dash@jpmorgan.com,,Salesforce
11174896,Inactive Investor,Matthew Gall,,"Osaic Wealth, Inc. Villa Park IL 2 Mid America Plz",,,Salesforce
10869480,Inactive Investor,Peter Lazor,Managing Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,peter.lazor@jpmorgan.com,,Salesforce
11254746,Inactive Investor,Dana Sikora,Wealth Manager,Lido Boulder CO 4840 Pearl East Cir,dsikora@lidoadvisors.com,,Salesforce
10950441,Inactive Investor,Sean Little,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",sean.little@ampf.com,,Salesforce
11106514,Inactive Investor,Norman Torre,,"Raymond James Financial Services, Inc. Portage MI 2750 Old Centre Rd",norm.torre@raymondjames.com,,Salesforce
9576211,,Chris Poch,,,christopher.f.poch@morganstanleypwm.com,,List import
9570198,,Robert Zirker,,,rzirker@massmutual.com,,List import
10949873,Inactive Investor,Quin Kochman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,quin_kochman@vanguard.com,,Salesforce
11036091,Inactive Investor,Stephen Bergonzi,Financial Advisor,"Pruco Securities, LLC. Rochester NY 95 Canal Landing Blvd",stephen.bergonzi@prudential.com,,Salesforce
10800251,Inactive Investor,Michael Athanas,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mathanas@rockco.com,,Salesforce
10603652,,Mitchell Samberg,"Chief Executive Officer, Managing Officer, Regulatory Contact","Truman Capital Advisors, LP",msamberg@trucap.com,,List import
10937201,Inactive Investor,Kamron Nahavandi,Financial Advisor,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",kamron.nahavandi@prudential.com,,Salesforce
10760892,Inactive Investor,Michael Tierney,Financial Advisor,"Wells Fargo Clearing Services, LLC Kerrville TX 222 Sidney Baker St S",michael.tierney@wellsfargoadvisors.com,,Salesforce
10950502,Inactive Investor,Mark Peters,,PFS Investments Inc. Tustin CA 15991 Red Hill Ave,mark.peters@primerica.com,,Salesforce
11005224,Inactive Investor,James Norman,,Edward Jones North Little Rock AR 5601 John F Kennedy Blvd,,,Salesforce
9580905,,Brett Agnew,,,bagnew@sfgmembers.com,,List import
11058344,Inactive Investor,Sharon Bastide,Financial Advisor;Investment Advisor Representative,Client 1st Advisory Group Vero Beach FL 736 Beachland Blvd,sharon@c1ag.com,,Salesforce
10752920,Inactive Investor,Scott Dale,First Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,scott.c.dale@ubs.com,,Salesforce
11234276,Inactive Investor,William Long,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10814555,Inactive Investor,Christina McCaughey,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",christina.mccaughey@ampf.com,,Salesforce
10799006,Inactive Investor,John Spain,Financial Advisor,Edward Jones Morristown TN 412 E Morris Blvd,john.spain@edwardjones.com,,Salesforce
11144559,Inactive Investor,Charles Radenheimer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,charles.radenheimer@fidelity.com,,Salesforce
10486543,,Courtney Stroope,,Creative Planning,courtney.stroope@creativeplanning.com,,List Import
11050534,Inactive Investor,Christopher Johnson,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,chris.johnson.tz34@statefarm.com,,Salesforce
10919592,Inactive Investor,Terri Thomas,,"Sanctuary Securities, Inc. Midland TX 6 Desta Dr",tthomas@sanctuarywealth.com,,Salesforce
11065651,Inactive Investor,Meredith Long,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,meredith.long@ubs.com,,Salesforce
161619,,Jeffrey Tang,,[Unknown],jeff@btgtrading.com,,
10952166,Inactive Investor,Luciana Patterson,,"Allstate Financial Services, LLC North Babylon NY 1135 Deer Park Ave",lpatterson2@allstate.com,,Salesforce
11102112,Inactive Investor,Lynnette Garbisch,,PFS Investments Inc. Germantown WI W177N9856 Rivercrest Dr,lynnette.garbisch@primerica.com,,Salesforce
9579554,,Carmelito Olaes,,,colaes@stratoswealthpartners.com,,List import
10970255,Inactive Investor,Andrew Randisi,Senior Financial Advisor,Pennsylvania Capital Management Inc.,andrew@pcmadvisors.com,,Salesforce
10619383,,Timothy Swiat,,,timothy.swiat@morganstanley.com,,List Import
10943062,Inactive Investor,Kristina Hemmesch,,PFS Investments Inc. Waite Park MN 411 28th Ave S,khemmesch@primerica.com,,Salesforce
10486923,,Kendall Cotten,"Managing Director, Private Wealth Advisor, Private Wealth Senior Consultant","Merrill Lynch, Pierce, Fenner & Smith Incorporated",kendall.cotten@ml.com,,List Import
10977674,Inactive Investor,Gene Potes,Investment Advisor Representative,"Premier Wealth Partners, LLC",gene@premierwealthllc.com,,Salesforce
11075073,Inactive Investor,James Morgan,Investment Executive,"Fifth Third Securities, Inc. Alexandria KY 6801 Alexandria Pike",,,Salesforce
142949,,Mark Wojtowicz,,Mass Mutual Investor Services,mwojtowicz26@massmutual.com,(413) 310-6284,Organic Search
10873132,Inactive Investor,Ryan Keen,Chief Compliance Officer;Member,"Prairie Rivers Investments, LLC",ryan@ourpri.com,,Salesforce
10981929,Inactive Investor,Prakash Shrestha,,"Transamerica Financial Advisors, Inc Ellicott City MD 5072 Dorsey Hall Dr",prakash.shrestha@tfaconnect.com,,Salesforce
9577734,,Patrick Dugan,,,patrick@cryptocurrencyconcepts.net,,List import
9546361,,Ramesh Mangamuri,,,ram_sunee@yahoo.com,,List import
10920738,Inactive Investor,Katherine Morris,Financial Advisor,PlanMember Securities Corporation Naperville IL 400 E Diehl Rd,,,Salesforce
10835905,Inactive Investor,Christopher Vincent,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 13715 Conlan Cir",chris.a.vincent@wellsfargo.com,,Salesforce
11135157,Inactive Investor,Douglas Bailey,,Lincoln Investment Lawrence Township NJ 123 Franklin Corner Rd,dbailey@lincolninvestment.com,,Salesforce
340723,,Jennifer Tandler,Client Relations,"Acr Alpine Capital Research, Llc",jtandler@acr-invest.com,314-932-7600,Manual List Upload
346322,,Marc Utay,Managing Partner,"Clarion Capital Partners, Llc",mutay@clarion-capital.com,212-821-0170,Manual List Upload
224441,,Kuljira Bannalai,,[Unknown],chefwiiz.11@gmail.com,,
9544143,,David Hofer,,,davidmhofer@nu-z.net,,List import
28975,,Thomas Lehmann,"Chief Compliance Officer, CEO",Sequoia S.f.a.,lehmann@sequoia-sfa.ch, -752624,
10863753,Inactive Investor,Ronald Theda,Managing Member;Owner,"Bullbear Investment Management, LLC",,,Salesforce
11016228,Inactive Investor,Michael Mares,Financial Representative,Park Avenue Securities LLC Irvine CA 2875 Michelle,michael_mares@glic.com,,Salesforce
10647870,,Nolan Schultz,,,nschultz@carsonwealth.com,,List Import
234201,, -,,[[Unknown]],ngnookie@yahoo.com,,
11007533,Inactive Investor,William Shallenberger,Financial Advisor,Edward Jones Smyrna TN 437 Nissan Dr,william.shallenberger@prudential.com,,Salesforce
195621,,James Grafton,,[Unknown],jamesdgrafton@gmail.com,,source
9602086,,Amy Ng,,,ngyukling@gmail.com,,List import
10944346,Inactive Investor,Laura Kim,,Bel Air Investment Advisors,lkim@hightoweradvisors.com,,Salesforce
10767004,Inactive Investor,Eliza Rowe,Managing Member;Partner;Portfolio Manager;Treasurer,Boston Family Office LLC,elizar@bosfam.com,,Salesforce
11076047,Inactive Investor,Brennan Cross,Founding Principal;Managing Member,"ACT Wealth Management, LLC",bcross@actwm.com,,Salesforce
9612490,,Andrew Pokorney,,,apokorney@cedarstreetam.com,,List import
11219489,,Timothy Rodney,,,timothy.rodney@tfaconnect.com,,Other
11049277,Inactive Investor,Shane Bryan,Financial Advisor,UBS Financial Services Inc. Bakersfield CA 9201 Camino Media,shane.bryan@ubs.com,,Salesforce
10934891,Inactive Investor,Edward Palacios,,PNC Investments Sun City Center FL 112 S Pebble Beach Blvd,edward.palacios@pnc.com,,Salesforce
9598590,,Mathew Mellier,,,mmellier@hardworkingcapital.com,,List import
10879950,Inactive Investor,Ashton Schumacher,Assistant Vice President;Investment Associate,Citigroup Global Markets Inc. New York NY 153 E 53rd St,ashton.schumacher@citigroup.com,,Salesforce
11135912,Inactive Investor,Todd Waufle,,PFS Investments Inc. Brighton CO 29 N Main St,todd.waufle@primerica.com,,Salesforce
10785926,Inactive Investor,Michael Laport,Senior Vice President - Wealth Management,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,michael.laport@ubs.com,,Salesforce
11069514,Inactive Investor,Kristin Biedenharn,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",kristin.biedenharn@ml.com,,Salesforce
6580834,,john lack,,,johnlack@yahoo.com,,Web form fillout
11173715,Inactive Investor,Michael Zamolo,Investment Associate;Vice President,J.P. Morgan Securities LLC San Diego CA Private Residence,michael.zamolo@jpmorgan.com,,Salesforce
10859541,Inactive Investor,Oscar Vidal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 1114 Avenue of the Americas",,,Salesforce
10566518,,xiao gao,,,xiaogao1224@gmail.com,,Web Form Fillout
10777549,Inactive Investor,Aric Zamel,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,aric.zamel@ubs.com,,Salesforce
11089166,Inactive Investor,Joseph Berchtold,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10777957,Inactive Investor,Raymond Nichols,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,raymond.nichols@fidelity.com,,Salesforce
10801190,Inactive Investor,Thomas Kincaid,Financial Advisor,Edward Jones Harrisburg NC 5500 NC Hwy 49 S,tom.kincaid@edwardjones.com,,Salesforce
10936861,Inactive Investor,David Clarke,Chief Compliance Officer;Director - Operations,Bouchey Financial Group Ltd,dclarke@bouchey.com,,Salesforce
104786,,james bobenage,,none,bobenagejames@yahoo.com,12812368227,
10925255,Inactive Investor,Adam Luckow,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",adam.luckow@nm.com,,Salesforce
11146794,Inactive Investor,Mark Dill,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",mark.dill@ml.com,,Salesforce
10758243,Inactive Investor,Robert Geary,Chief Compliance Officer;Owner;President,"RMDR Advisors, Inc.",,,Salesforce
10883985,Inactive Investor,Daniel Karstadt,Financial Advisor,UBS Financial Services Inc. Red Bank NJ 140 Broad St,daniel.karstadt@ubs.com,,Salesforce
9589405,,Brandie Wibberley,,,brandie.wibberley@gmail.com,,List import
10789257,Inactive Investor,Darrin Polomsky,Financial Advisor,"Ameriprise Financial Services, LLC Dayton OH 7501 Paragon Rd",dpolomsky@ampf.com,,Salesforce
11066793,Inactive Investor,Tyler Rivetti,Chief Compliance Officer;Managing Member;Owner,"Rivetti Investment Services, LLC",,,Salesforce
10963615,Inactive Investor,Kelsie Nettles,,Edward Jones Ida Grove IA 201 Main St,kelsie.nettles@edwardjones.com,,Salesforce
9554547,,Michael Tambyraja,,,tambyraja@gmail.com,,List import
9582781,,Jose Silva,,,antoniospw@gmail.com,,List import
188417,,Clyde Harris,,[Unknown],nativesoulpictures@gmail.com,,source
11011197,Inactive Investor,Nicole Martinez,,J.P. Morgan Securities LLC Lodi NJ 370 Essex St,nicole.martinez@jpmorgan.com,,Salesforce
10559071,,Vladimir Pekic,,,vpekic@gmail.com,,Web form fillout
10834817,Inactive Investor,Robert Rhyme,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",bob.rhyme@nm.com,,Salesforce
10661988,,Drew Kelly,,,dkelly@deltacph.com,,List Import
11042601,Inactive Investor,Brian Ekstrom,Chief Compliance Officer;Director - Operations,FLC Capital Advisors,bekstrom@flccapital.com,,Salesforce
10990183,Inactive Investor,Joshua Garza,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",joshua.garza@robinhood.com,,Salesforce
10952828,Inactive Investor,Michael Norman,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
56051,,james bryant,,United States,jrbryant9@gmail.com,,
10845456,Inactive Investor,Jeffrey Titus,Managing Director;Wealth Partner,Rockefeller Financial LLC Boston MA 500 Boylston St,jeffrey.titus@jpmorgan.com,,Salesforce
10646589,,Steven Fortino,,,steven.fortino@equitable.com,,List Import
10486931,,Spencer Williams,,Commonwealth Financial Network,nolan.spencer@gmail.com,,List Import
11003268,Inactive Investor,Andrew Cross,,Lincoln Investment West Abington Twp PA Private Residence,cross@lincolninvestment.com,,Salesforce
11072949,Inactive Investor,Greyson Blandford,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",greyson.blandford@nm.com,,Salesforce
10871399,Inactive Investor,Kirk Strawn,Chief Strategic Officer,AlphaCore Capital LLC,kstrawn@alphacorecap.com,,Salesforce
10965306,Inactive Investor,Pearla Velasco,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,pvelasco@primerica.com,,Salesforce
11151128,Inactive Investor,Jana Calongne,,"Ameriprise Financial Services, LLC Houston TX 2 Riverway",jana.calongne@ampf.com,,Salesforce
10599288,,Rebecca Tapia,,,rebeccat@heffgroup.com,,Web Form Fillout
10829429,Inactive Investor,Fred Minich,Financial Advisor,Edward Jones Columbus OH 1840 Zollinger Rd,fred.minich@edwardjones.com,,Salesforce
10935163,Inactive Investor,Kimberly Cheek,,"The Leaders Group, Inc.",,,Salesforce
9564207,,NEWLIN ARCHINAL,,,narchinal@4riverswm.com,,List import
10791517,Inactive Investor,Louis Tick,Financial Advisor,Edward Jones Charleston SC 11 Gamecock Ave,louis.tick@edwardjones.com,,Salesforce
350871,,Brad Moynihan,"Director, Acquisitions","Phoenix Capital Realty Advisors, Llc",brad@pcpre.com,972-866-7577,Manual List Upload
9563950,,Gabriele Spata,,,gabriele@moreadv.it,,List import
11082592,Inactive Investor,Shane Berliner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,shane.berliner@fmr.com,,Salesforce
10879268,Inactive Investor,Daibeliz Escobar,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",daibeliz.escobar@tiaa.org,,Salesforce
7454842,,serena yu,,,yuxiaomeng0320@gmail.com,,Web form fillout
10791858,Inactive Investor,Sherri Warren,Financial Advisor,Edward Jones Camdenton MO 380 W US Hwy 54,sherri.tangsrud@edwardjones.com,,Salesforce
10834805,Inactive Investor,Michael Colgan,Financial Planner,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",michael.colgan@prudential.com,,Salesforce
10880486,Inactive Investor,Christopher Kiernan,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",christopher.kiernan@bernstein.com,,Salesforce
10647530,,Gregory Perkin,,,greg.perkin@schwab.com,,List Import
11076439,Inactive Investor,Mitchell Sinz,Financial Advisor;Wealth Manager,"Osaic Wealth, Inc. Eau Claire WI 431 E Clairemont Ave",msinz@osaicwealth.com,,Salesforce
9636324,,Jefferson Sheu,,,jsheu@gipartners.com,,List import
11200627,Inactive Investor,Keith Stevens,Executive Director;Wealth Advisor,Morgan Stanley Berwyn PA 899 Cassatt Rd,keith.stevens@morganstanley.com,,Salesforce
11153398,Inactive Investor,Zachary Pallis,,"HighTower Securities, LLC New York NY 300 Madison Ave",zpallis@hightoweradvisors.com,,Salesforce
9590667,,Michael Hansen,,,michael@buttonwoodfinancial.com,,List import
39270,,John Cross,Vice President,Fisher Investments,j.cross@fi.com,800-851-8845,
11001166,Inactive Investor,Mitchal Degandi,,"Osaic Wealth, Inc. Wilsonville OR Private Residence",,,Salesforce
10949792,Inactive Investor,Keaton Grunander,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9568510,,John Smith,,,3wchem@gmail.com,,List import
10915884,Inactive Investor,Andreas Lawson,Financial Advisor;Managing Member,"Freshfield Capital, LLC Dallas TX 13155 Noel Rd",andy@freshfieldcapital.com,,Salesforce
9606904,,Si Shangase,,,si.madpark@gmail.com,,List import
9582766,,Domenik Randon,,,ikingmy@yahoo.com,,List import
10949208,Inactive Investor,Roberta Vrooman,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,roberta.vrooman@jpmorgan.com,,Salesforce
11104007,Inactive Investor,Viji Kumarasamy,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley San Antonio TX 7600 Broadway,viji.kumarasamy@morganstanley.com,,Salesforce
10978923,Inactive Investor,Thomas Hamilton,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",thomas.hamilton@prudential.com,,Salesforce
11237180,Inactive Investor,Sarah Tabbaa,Analyst,Cordoba Advisory Partners LLC,stabbaa@cordobapartners.co,917-746-4806,Salesforce
10648013,,Christopher Younger,,,chris@classvipartners.com,,List Import
11019305,Inactive Investor,John Wojtowicz,,LPL Financial LLC Pittsburgh PA 223 4th Ave,john.wojtowicz@lpl.com,,Salesforce
10929231,Inactive Investor,Arica Savannah,Senior Client Service Associate,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",arica.savannah@raymondjames.com,,Salesforce
9581465,,Johnny Howard,,,johnnylhoward.sr@gmail.com,,List import
10850634,Inactive Investor,Alice Finn,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Powerhouse Assets LLC,afinn@powerhouseassets.com,,Salesforce
9546381,,Zachary Mason,,,zmason@veruscapitalpartners.com,,List import
10930115,Inactive Investor,Cameron Windham,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",cameron.windham@nm.com,,Salesforce
10772347,Inactive Investor,Ryan VanMeter,Private Wealth Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",ryan.vanmeter@ml.com,,Salesforce
10786214,Inactive Investor,William Griffey,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,william.griffey@fidelity.com,,Salesforce
10881787,Inactive Investor,Andrew Hauber,,"DFPG Investments, LLC Conshohocken PA Private Residence",,,Salesforce
11089606,Inactive Investor,Alex Herrera,,"TradePro Securities, Inc.",alex@tradeprosecurities.com,,Salesforce
10855678,Inactive Investor,Ryan Rosenmeyer,Financial Advisor,Edward Jones Phoenix AZ 4205 W Anthem Way,ryan.rosenmeyer@edwardjones.com,,Salesforce
9558102,,Alex Xander,,,california33@gmail.com,,List import
11144980,Inactive Investor,Jed Woelfle,Complex Manager;Managing Director,Morgan Stanley Washington DC 1775 I St NW,jed.woelfle@morganstanley.com,,Salesforce
10831666,Inactive Investor,Bruce McCrea,Chief Compliance Officer;Managing Member;Managing Partner,Legacy Financial Independent Advisors LLC,,,Salesforce
11162061,Inactive Investor,Elijah Rice,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",elijah.m.rice@nm.com,,Salesforce
156005,,Colin Groves,,[Unknown],colin.groves@gmail.com,,
11210566,Inactive Investor,Conor Gilbert,,"Northwestern Mutual Investment Services, LLC Lancaster PA 280 Granite Run Dr",conor.gilbert@nm.com,,Salesforce
9557144,,Daniel Soud,,,soud_daniel@nlvmail.com,,List import
168374,,Joseph Kanitra,,[Unknown],jkanitra@msn.com,,Paid Social
11183659,Inactive Investor,William Tufts,,State Farm VP Management Corp. Centralia WA 1222 Harrison Ave,,,Salesforce
11110503,Inactive Investor,Becky Lipham,,State Farm VP Management Corp. Richardson TX 1415 State St,beckylipham@statefarm.com,,Salesforce
10581167,Active Investor,Justin Totten,,Justin Totten,jtotten76@gmail.com,6155853196,Salesforce
10933021,Inactive Investor,Jeffrey Guillot,Financial Advisor,Edward Jones Slidell LA 330 Oak Harbor Blvd,jeffrey.guillot@edwardjones.com,,Salesforce
9574965,,Joseph Reilly,,,greilly@financialguide.com,,List import
186098,,Blake Carrara,,[Unknown],blakeacarrara@gmail.com,,source
11255396,Inactive Investor,Brooks Rarden,Senior Advisor,Gilpin Wealth Management LLC,,,Salesforce
11035126,Inactive Investor,Anthony Donnelly,Chief Compliance Officer;Chief Executive Officer;Founder,"Atlas Sustainable Wealth, LLC",mark@atlassustainable.com,,Salesforce
10797928,Inactive Investor,Virgil Rutili,Founder;Member;Wealth Advisor,"Centric Wealth Management, LLC",vrutili@centricwm.com,,Salesforce
10987098,Inactive Investor,Jd Hauenstein,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",jd.hauenstein@nm.com,,Salesforce
11032465,Inactive Investor,Nicholas Kozlowski,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",nkozlowski@phoenixinc.com,,Salesforce
346192,,Sherry Monjar,Office Assistant,Kiplinger Wealth Advisors,sherry@kipinvest.com,937-886-1442,Manual List Upload
9620245,,Andrew Posey,,,andrewcposey@gmail.com,,List import
10818703,Inactive Investor,Vahan Teberian,,Vanguard Marketing Corporation,vahan_teberian@vanguard.com,,Salesforce
10817965,Inactive Investor,Ryan Gandurski,Financial Advisor,AdvisorNet Wealth Partners Mokena IL 9480 Enterprise Dr,rgandurski@advisornet.com,,Salesforce
11167513,Inactive Investor,Suzanne Elbin,,"Principal Securities, Inc. Carlisle PA Private Residence",elbin.suzanne@principal.com,,Salesforce
10466750,,Peter Marko,,,pmarko99@hotmail.com,,Web Form Fillout
9583889,,Elias Dokas,,,edokas@midoceanpartners.com,,List import
10932771,Inactive Investor,Sean Easterly,Partner;Wealth Advisor,BCWM,sean@boyercorporon.com,,Salesforce
11031358,Inactive Investor,Kyle Whitten,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",kyle.j.whitten@ampf.com,,Salesforce
9553337,,Christel Whittier,,,christel.whittier@fmr.com,,List import
10975620,Inactive Investor,Juan Dominguez Ixtabalan,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
10785600,Inactive Investor,Edward Herrera,Assistant Vice President;Financial Advisor,"U.S. Bancorp Advisors, LLC Beverly Hills CA 9460 Wilshire Blvd",edward.herrera@unionbank.com,,Salesforce
372400,,CHARLES ALDEN,,United States,charliealden37@gmail.com,,Salesforce
11041743,Inactive Investor,Matthew Hulse,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",matthew.hulse@ml.com,,Salesforce
9549608,,Zach Schrieber,,,zach@pointstate.com,,List import
10494076,,Gaurav Pendse,Head of Thematic Index Development,Bloomberg,gpendse2@bloomberg.net,,List Import
11061750,Inactive Investor,Andrea Osbourn,Senior Advisor,"Raymond James & Associates, Inc.",andrea.osbourn@raymondjames.com,,Salesforce
10799303,Inactive Investor,Barb Esker,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
9634770,,Erida Hida,,,ehida@roman-cpa.com,,List import
10772760,Inactive Investor,James Perini,Compliance Officer,UBS Financial Services Inc.,james.perini@ubs.com,,Salesforce
9608248,,Mark Parry,,,mark@markparry.net,,List import
11045929,Inactive Investor,Jeanelle Medina,Financial Consultant,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",,,Salesforce
10965730,Inactive Investor,Victor Pulizzano,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,victor.w.pulizzano.vaf4hm@statefarm.com,,Salesforce
10988463,Inactive Investor,Daniel Carver,,"Northwestern Mutual Investment Services, LLC Spartanburg SC 104 N Daniel Morgan Ave",daniel.carver@nm.com,,Salesforce
11254788,Inactive Investor,Tygan Holtey,Financial Consultant,"Wells Fargo Clearing Services, LLC Aberdeen SD 504 6th Ave SE",,,Salesforce
10983230,Inactive Investor,Brittney Cooper,,Thrivent Investment Management Inc. Winter Park FL 167 S Edinburgh Dr,brittney.cooper@thrivent.com,,Salesforce
10696449,,Mitch Curtis,,Principal,curtis.mitch@principal.com,,List Import
14522,,Noelle Acheson,,[[Unknown]],noelle@coindesk.com,,Direct
11127266,Inactive Investor,Robert Kliman,,"Osaic Wealth, Inc. Newport Beach CA 3723 Birch St",,,Salesforce
10943962,Inactive Investor,Ajay Dave,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
11100113,Inactive Investor,John Mazzone,,"Osaic Wealth, Inc. Millbury MA Private Residence",,,Salesforce
10897155,Inactive Investor,Aubrey Kubik,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",aubrey.kubik@rbc.com,,Salesforce
10866487,Inactive Investor,Maureen Strong,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,mstrong@ft.newyorklife.com,,Salesforce
10896476,Inactive Investor,Lucas Vignari,Financial Advisor;Practice Associate;Practice Manager,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",lucas.j.vignari@ampf.com,,Salesforce
10819899,Inactive Investor,Stephen Morman,Financial Advisor;Member;Shareholder,Four Financial Management,stephen.morman@fourfinancial.com,,Salesforce
10903151,Inactive Investor,Daniel Trujillo,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Layton UT 1133 N Main St",daniel.trujillo@tfaconnect.com,,Salesforce
10904219,Inactive Investor,Christopher Boozikee,Manager,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",,,Salesforce
10696364,,Arielle Koganski,,HIGHTOWER ADVISORS LLC,akoganski@treasurypartners.com,,List Import
10878119,Inactive Investor,Jonathan Brooks,Investment Advisor Representative,Fairhaven Financial Advisory Corporation,jrbrooks@fairhavenfinancial.com,,Salesforce
9590358,,Kiama Dennae,,,mrdennaework@icloud.com,,List import
223655,,Irina Cina,,[Unknown],irinaroman@hotmail.com,,Direct
9623582,,Marlon Moore,,,mendinglending@gmail.com,,List import
10778326,Inactive Investor,Diane Baccash-Fruchtman,Director - Business Development;Financial Advisor;Vice President;Wealth Advisor,Morgan Stanley New York NY 399 Park Ave,diane.fruchtman@morganstanley.com,,Salesforce
9590146,,Jeffrey Schulte,,,jeffschulte@forusall.com,,List import
11002268,Inactive Investor,Joshua Thornhill,Financial Advisor,LPL Financial LLC Jefferson City MO 520 Dix Rd,joshua.thornhill@aretewealth.com,,Salesforce
11104645,Inactive Investor,Chad Buchignani,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,chad.buchignani@fmr.com,,Salesforce
10926723,Inactive Investor,Ronald Davis,,"Calton & Associates, Inc. Lorena TX Private Residence",,,Salesforce
246319,,Not Provided,"Retired, Marketing & Sales, Gllobal Markets",Sandra K. Johnson,sandrakayjohnson2013@gmail.com,,Manual List Upload
11002185,Inactive Investor,Patricia King,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,pking00@ft.newyorklife.com,,Salesforce
9600873,,Martin Benitez,,,mbenitez89@stoopinbox.com,,List import
11062148,Inactive Investor,Leslie McElwain,Financial Advisor,LPL Financial LLC Linthicum Heights MD 971 Corporate Blvd,leslie.mcelwain@lpl.com,,Salesforce
10865238,Inactive Investor,Charles Kurz,Head - Strategy;Managing Director;Member;Operations and Finance,Hall Capital Partners LLC,ckurz@hallcapital.com,,Salesforce
11063851,Inactive Investor,Keondra Prevost,,PFS Investments Inc. Gretna LA 2550 Belle Chasse Hwy,keondra.prevost@primerica.com,,Salesforce
11068328,Inactive Investor,Kristel Ballesteros,,J.P. Morgan Securities LLC Colorado Springs CO 402 N Tejon St,kristel.l.ballesteros@jpmorgan.com,,Salesforce
10966745,Inactive Investor,Brandon Kuban,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 3401 Cortez Rd W",brandon.kuban@ml.com,,Salesforce
11118648,Inactive Investor,Mark Harris,Financial Advisor,LPL Financial LLC Grand Junction CO 605 25 Rd,,,Salesforce
11177149,Inactive Investor,Christopher Gadacz,,Cetera Investment Services LLC,chris.gadacz@ceterais.com,,Salesforce
11042956,Inactive Investor,Ernest Cockrum,,"Farmers Financial Solutions, LLC Independence MO 20101 E Jackson Dr",,,Salesforce
10557997,,Arjen van Midde,,,arjenvanmidde@gmail.com,,Web Form Fillout
10659892,,Anna Keefe,,,akeefe@williamblair.com,,List Import
50113,,Nnaemeka Onuba,Investment Advisor,"Transamerica Financial Advisors, Inc",nnaemeka.onuba@transamerica.com,281-389-4248,
31209,,Agung Tri warjoko,,Indonesia,triwarjokoagung@gmail.com,,
10932602,Inactive Investor,Laurie Scherer,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,laurie.scherer@primerica.com,,Salesforce
10925394,Inactive Investor,Joshua Lelah,Chief Compliance Officer;Financial Planner;Managing Member;President,"Lelah Financial, LLC",josh@lelahfinancial.com,,Salesforce
9635141,,Tom Cresante,,,tcresante@bluepointcapital.com,,List import
10948872,Inactive Investor,Megan Fleischer,Chief Operating Officer,"Revolution Capital, LLC",megan@revgroupllc.com,,Salesforce
10762932,Inactive Investor,Keith Robertson,,B. C. Ziegler and Company West Hartford CT 998 Farmington Ave,krobertson@ziegler.com,,Salesforce
11087332,Inactive Investor,Adam Brock,Financial Advisor,Patriot Investment Management Group Inc,abrock@patriotinvestment.com,,Salesforce
9999483,,Jose Cruz,,,crj36286@gmail.com,,Web Form Fillout
10909969,Inactive Investor,Gail Nieuwsma,Financial Advisor,Thrivent Investment Management Inc. Lakeville MN 19950 Dodd Blvd,gail.nieuwsma@thrivent.com,,Salesforce
11079833,Inactive Investor,John Heffernan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10900650,Inactive Investor,Bradley Bronk,,Commonwealth Financial Network Simi Valley CA 990 Enchanted Way,bbronk@cfnmail.com,,Salesforce
10845006,Inactive Investor,Deborah Orlauski,,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",deborah.orlauski@voya.com,,Salesforce
1003941,Inactive Investor,Shantanu Patwardhan,,Shantanu Patwardhan,shantanupatwardhan@gmail.com,4088292813,Organic Search
9565098,,Yashu Gola,,,ovalyashu@hotmail.com,,List import
11189834,Inactive Investor,Robert Bukacek,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,robert_bukacek@glic.com,,Salesforce
10814540,Inactive Investor,Radhika Upadhyaya,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10834582,Inactive Investor,John Velez,Financial Advisor,"Independent Financial Group, LLC Marana AZ 13233 N Sunset Mesa Dr",,,Salesforce
10894731,Inactive Investor,Allison Horner,,State Farm VP Management Corp. Mobile AL 6353 Cottage Hill Rd,allison.horner.p8hw@statefarm.com,,Salesforce
9606196,,Alexandre Mounassif,,,alex.mounassif@icloud.com,,List import
11025646,Inactive Investor,Jennifer Dean,,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,12lkt@primerica.com,,Salesforce
11036067,Inactive Investor,Adrienne Bukovsky,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",adrienne.r.bukovsky@nm.com,,Salesforce
10850109,Inactive Investor,Thomas Borst,Vice President,Carlyle Wealth Planning,thomas@carlylewealth.com,,Salesforce
10927336,Inactive Investor,Matthew Farrell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11124390,Inactive Investor,Gregory Gagnon,Financial Advisor,LPL Financial LLC Westfield MA 141 Elm St,gregory.gagnon@lpl.com,,Salesforce
10489031,,James Turner,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",neal.turner@prudential.com,,List Import
10916006,Inactive Investor,Lezlie Garvin,,The Huntington Investment Company Traverse City MI 427 W Front St,lezlie.garvin@huntington.com,,Salesforce
9615226,,Jamie Kobloth,,,jwrockit@gmail.com,,List import
11127570,Inactive Investor,Richard Worth,Associate General Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9572905,,Greg Rybalov,,,grybalov@forumhedge.com,,List import
11018642,Inactive Investor,Luis Heredia,Financial Advisor,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",luis.heredia@equitable.com,,Salesforce
373326,,Phillip Stout,,[Unknown],phil.t.stout@gmail.com,,source
10765839,Inactive Investor,Tyler James,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 334 3rd St",tyler.r.james@ampf.com,,Salesforce
10768141,Inactive Investor,Barry Dunaway,Director - Research;Managing Director,America First Investment Advisors LLC,bdunaway@am1st.com,,Salesforce
10886512,Inactive Investor,Jonathan Moake,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10853189,Inactive Investor,Joshua Westerfield,Financial Advisor,LPL Financial LLC Saint Charles IL 40W320 Lafox Rd,joshua.westerfield@lpl.com,,Salesforce
11149871,Inactive Investor,William Wilkes,,Cetera Investment Services LLC Phoenix AZ 4750 E Chandler Blvd,william.wilkes@ceterais.com,,Salesforce
11053681,Inactive Investor,Karin Stewart,Financial Advisor,"Osaic Wealth, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
11128461,Inactive Investor,Kevin Taylor,,"Osaic Wealth, Inc. Wayne PA 555 E Lancaster Ave",,,Salesforce
10927623,Inactive Investor,Michael Newell,,State Farm VP Management Corp. Pittsburgh PA 4772 Liberty Ave,,,Salesforce
10898360,Inactive Investor,Benjamin Clifford,,LPL Financial LLC Draper UT 12660 S Fort St,benjamin.clifford@lpl.com,,Salesforce
11205442,Inactive Investor,Harrison Orendorf,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",harrison.orendorf@ml.com,,Salesforce
11034068,Inactive Investor,Sarah Wada,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11014440,Inactive Investor,Ji Li,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,ji.li@jpmorgan.com,,Salesforce
9599701,,Go Hiramatsu,,,go.hiramatsu@nomura-asset.co.uk,,List import
10854605,Inactive Investor,Todd Lotozo,,Wright Asset Management Inc Manasquan NJ 147 Union Ave,todd@wrightasset.com,,Salesforce
10909775,Inactive Investor,Annika Cushnie,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,,,Salesforce
10925780,Inactive Investor,Joseph White,Private Client Banker,J.P. Morgan Securities LLC Benicia CA 802 Southampton Rd,joseph.a.white@jpmorgan.com,,Salesforce
11111993,Inactive Investor,Alexander Molinaro,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",alexander.molinaro@prudential.com,,Salesforce
10990181,Inactive Investor,David Armes,,"Livingston Securities, LLC",,,Salesforce
10784740,Inactive Investor,Jennifer Novotny,Financial Advisor;Premier Banker,"Wells Fargo Clearing Services, LLC Rapid City SD 825 Saint Joseph St",jennifer.l.novotny@wellsfargo.com,,Salesforce
235935,, -,,[[Unknown]],perez121@live.missouristate.edu,,
11046586,Inactive Investor,Cheryl Bates Rhoades,Relationship Manager - Wealth Management,"U.S. Bancorp Investments, Inc. Pleasanton CA 749 Main St",cheryl.batesrhoades@usbank.com,,Salesforce
9622503,,Majid Mousavi,,,majidmousavi96@gmail.com,,List import
11147561,Inactive Investor,Donald Constable,Financial Advisor,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10778014,Inactive Investor,Thomas Schmidt,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",,,Salesforce
11184261,Inactive Investor,Joseph Sanclemente,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,joseph.sanclemente@ubs.com,,Salesforce
234156,, -,,[[Unknown]],seefried21@gmail.com,,Organic Search
11022760,Inactive Investor,Kenneth Webb,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camden SC 917 Broad St",kenneth.webb@ml.com,,Salesforce
11187913,Inactive Investor,John Skopick,,State Farm VP Management Corp. Orland Park IL 10660 W 143rd St,,,Salesforce
10814081,Inactive Investor,Kelly Von Ahn,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",kelly.l.wallenberg@ml.com,,Salesforce
10875599,Inactive Investor,Mario Vizuet,Financial Advisor;Wealth Advisor,LPL Financial LLC Nashville TN 2321 Crestmoor Rd,mario.vizuet@lpl.com,,Salesforce
8267246,,Noble Crooks,,,info@behancegraphic.com,,Web Form Fillout
10909496,Inactive Investor,Mario Cortes,Investment Advisor,PFS Investments Inc. Murfreesboro TN 201 E Main St,mario.cortes@primerica.com,,Salesforce
10611213,,Thomas Collins,"Financial Advisor, Managing Director",,thomas.collins@ampf.com,,List Import
11116635,Inactive Investor,Monika Stonehocker,Financial Professional,"Pruco Securities, LLC. Wichita KS 8110 E 32nd St N",monika.stonehocker@prudential.com,,Salesforce
11130688,Inactive Investor,Mark Boriskin,Banker;Vice President,J.P. Morgan Securities LLC Austin TX 405 Colorado St,,,Salesforce
11064874,Inactive Investor,Melford Brown,Financial Advisor,"Ameriprise Financial Services, LLC Towson MD 1122 Kenilworth Dr",melford.g.brown@ampf.com,,Salesforce
11163634,Inactive Investor,Carey Mcneal,General Partner;Partner;Wealth Management Advisor,Buffington Mohr McNeal,cmcneal@bmmria.com,,Salesforce
11007295,Inactive Investor,Mallory Van Leeuwen,,"Pensionmark Securities, LLC Ventura CA 21 S California St",mallory@pensionmark.com,,Salesforce
10880209,Inactive Investor,Walter Megonigal,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,"Grand Strategy Capital, LLC",w.megonigal@gscapllc.com,,Salesforce
11160329,Inactive Investor,Christopher Donovan,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,cmdonovan@ft.newyorklife.com,,Salesforce
10901644,Inactive Investor,Paul Farella,Partner,MONECO Advisors Pittsfield MA 101 Hawthorne Ave,paul@monecoadvisors.com,,Salesforce
10841763,Inactive Investor,Robert Ferguson,,L.M. Kohn & Company Saint Louis MO 7777 Bonhomme Ave,,,Salesforce
10887041,Inactive Investor,Karina Paladin,,J.P. Morgan Securities LLC New York NY 349 5th Ave,karina.h.paladin@jpmorgan.com,,Salesforce
10905027,Inactive Investor,Timothy Jun,,Commonwealth Financial Network,tjun@commonwealth.com,,Salesforce
11127754,Inactive Investor,Cole Backenstose,Client Service Associate,LPL Financial LLC Enola PA 5000 Market Place Way,cole.backenstose@lpl.com,,Salesforce
10796881,Inactive Investor,Jack Turner,,Cetera Advisor Networks LLC Clarksville TN 201 Main St,turnerj@ceteranetworks.com,,Salesforce
10911728,Inactive Investor,Reyna Takayama,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,reyna_takayama@vanguard.com,,Salesforce
9573387,,Diane Stuart,,,dianestuart@financialguide.com,,List import
10792179,Inactive Investor,John Gilliland,,Citigroup Global Markets Inc.,,,Salesforce
11001210,Inactive Investor,Christopher Stapleton,,"Raymond James Financial Services, Inc. Westfield NJ 324 E Broad St",christopher.stapleton@raymondjames.com,,Salesforce
10756761,Inactive Investor,Christopher Maffei,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,christopher.maffei@morganstanley.com,,Salesforce
9622313,,Minesh Vekaria,,,minesh900@hotmail.co.uk,,List import
11061438,Inactive Investor,Ryan Kahlenberg,Wealth Advisor,"Leelyn Smith, LLC",rkahlenberg@leelynsmith.com,,Salesforce
1002130,Inactive Investor,Maggie Sun,Vice President,Alpha Square Group,maggie.sun@alphasquaregroup.com, +1 212 220 2721,Manual List Upload
11124740,Inactive Investor,Yingxue Sun,,"TradeUp Securities, Inc. Roseland NJ 101 Eisenhower Pkwy",,,Salesforce
10791459,Inactive Investor,Ravi Panchal,,J.P. Morgan Securities LLC New York NY 166 Columbus Ave,ravi.d.panchal@jpmorgan.com,,Salesforce
11062704,Inactive Investor,John Graham,Financial Advisor,"Wells Fargo Clearing Services, LLC Sun City AZ 9928 W Bell Rd",grahajr@wellsfargo.com,,Salesforce
11026434,Inactive Investor,Christie Brush,Managing Director;Senior Wealth Strategist,"IEQ Capital, LLC",,,Salesforce
10805112,Inactive Investor,John Becker,Chief Technology Officer;Director;Secretary,"Becker Capital Management, Inc.",jbecker@beckercap.com,,Salesforce
11187397,Inactive Investor,Erick Geryol,Associate,Edward Jones Chandler AZ 1839 E Queen Creek Rd,,,Salesforce
142067,,Jeffrey Finkelman,,"Fiduciary Trust International, Llc",jfinkelman@athenacapital.com,(781) 274-9300,
10991022,Inactive Investor,Mitchell Mcmonigle,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,mhmcmonigle@ft.newyorklife.com,,Salesforce
10920517,Inactive Investor,Kimberley Feeney Zollo,Founder;Principal,Essex Capital Management,kimberley@essexcapm.com,,Salesforce
9556799,,Paul Barr,,,pbarr@fscadvisor.com,,List import
10847824,Inactive Investor,Bharat Gurnani,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",bill.gurnani@ampf.com,,Salesforce
9572542,,Bill Doyle,,,bill.doyle@gmail.com,,List import
11117308,Inactive Investor,Juan Varela,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
10971568,Inactive Investor,Daniel Clark,Wealth Advisor,"Solidarity Wealth, LLC",daniel.clark@solidaritywealth.com,,Salesforce
11125445,Inactive Investor,Brian Stanton,Private Wealth Relationship Manager;Wealth Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",bstanton@ml.com,,Salesforce
3138913,,Tahir khan Tahir khan,,,tahirkhan0928@gmail.com,,
11158519,Inactive Investor,Jesus Martinez Castro,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
105311,,Tom Noonan,,None,tknoonan@yahoo.com,9379478591,
11020270,Inactive Investor,Shanae Taylor,,NYLIFE Securities LLC Issaquah WA Private Residence,smtaylor@ft.newyorklife.com,,Salesforce
10793026,Inactive Investor,Jonathon Knight,,Fidelity Brokerage Services LLC,,,Salesforce
10829061,Inactive Investor,Nolan Stokes,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",nolan.stokes@nm.com,,Salesforce
9631172,,Craig Kriza,,,craig.kriza@gmail.com,,List import
11130137,Inactive Investor,Tyler Jordan,,"MML Investors Services, LLC Oklahoma City OK 1601 NW Expy",,,Salesforce
10766429,Inactive Investor,Christine Kohl,Financial Advisor;First Vice President;Vice President,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,christine.jaroush@morganstanley.com,,Salesforce
11187434,Inactive Investor,Ignatius Udeani,,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",udeani.ignatius@principal.com,,Salesforce
11111296,Inactive Investor,Sarah Beckett,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",sarah.beckett@schwab.com,,Salesforce
9630097,,Jeff Summerlin,,,jeff2003@swbell.net,,List import
10949324,Inactive Investor,Jason Fousek,Regulatory Risk Analyst,PNC Investments Cleveland OH 1900 E 9th St,jason.fousek@pnc.com,,Salesforce
10839595,Inactive Investor,Ryan King,,"Truist Investment Services, Inc. Sykesville MD 1300 Liberty Rd",ryan.king@truist.com,,Salesforce
10770555,Inactive Investor,Kristina Lehman,Authorized Officer;Team Administrator,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,kristina.lehman@ubs.com,,Salesforce
10657481,,Daniel Kaspari,,,dkaspari@mesirowfinancial.com,,List Import
10981486,Inactive Investor,Tyler Mumby,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9607244,,Joel Silva,,,joel.silva@hotmail.fr,,List import
11136867,Inactive Investor,Jonathan Kuniholm,,"Cambridge Investment Research, Inc. Boston MA 53 State St",,,Salesforce
9609482,,Feby Abraham,,,fabraham@gmail.com,,List import
10797441,Inactive Investor,Charles Miller,Financial Advisor,"Ameriprise Financial Services, LLC Overland Park KS 10955 Lowell Ave",charles.3.miller@ampf.com,,Salesforce
9586073,,Christopher Vasquez,,,cvasquez@lsggroup.com,,List import
11236864,Inactive Investor,Jeffrey Kittrell,Principal;Senior Financial Advisor,"Modera Wealth Management, LLC Southern Pines NC 140B SW Broad St",skittrell@moderawealth.com,,Salesforce
10785652,Inactive Investor,Neil Dylewski,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,neil.dylewski@fidelity.com,,Salesforce
10976409,Inactive Investor,Rylan Hall,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,rdhall@ft.newyorklife.com,,Salesforce
11016018,Inactive Investor,Allison Destefano,Financial Advisor,"Pruco Securities, LLC. North Liberty IN 100 N Main St",allison.destefano@prudential.com,,Salesforce
9884778,,Peter Robinson,,,p.peter.robinson@gmail.com,,Web form fillout
11139487,Inactive Investor,John Breedlove,,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",,,Salesforce
11097831,Inactive Investor,Elizabeth Cannaday,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
8337469,,Gaurav Gollerkeri,,,gollerkeri@gmail.com,5555555555,Web Form Fillout
11129193,Inactive Investor,Luz Barrera,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",barrera.lucy@principal.com,,Salesforce
11065712,Inactive Investor,Brian Allen,Associate Vice President - Investments,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",brian.allen@wellsfargoadvisors.com,,Salesforce
10954565,Inactive Investor,Matthew Spring,,Jefferies LLC,mspring@jefferies.com,,Salesforce
9561340,,Jeroen Ost,,,jeroen.ost@gmail.com,,List import
10871673,Inactive Investor,Thomas Russell,,LPL Financial LLC Buffalo NY 1690 Sheridan Dr,,,Salesforce
11066984,Inactive Investor,Gary Nigbur,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",sean.nigbur@wellsfargoadvisors.com,,Salesforce
10787401,Inactive Investor,Hye An,,Jefferies LLC,,,Salesforce
10636444,,Bangjaw Rukiman,,,erwincihuy63@gmail.com,,Web Form Fillout
10923092,Inactive Investor,Paul Hwang,,J.P. Morgan Securities LLC New York NY 277 Park Ave,paul.hwang@jpmorgan.com,,Salesforce
10907955,Inactive Investor,Michael Erickson,,"Advanced Advisor Group, LLC Hopkins MN 12301 Whitewater Dr",,,Salesforce
11255395,Inactive Investor,Wesley Thoms,Lead Advisor,Texas Financial Advisory,wes@texasfinancialadvisory.com,,Salesforce
11081087,Inactive Investor,Courtney Anderson,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",,,Salesforce
11034709,Inactive Investor,Esteban Munoz,,"Osaic Wealth, Inc. Chino Hills CA 4735 Titian Ct",,,Salesforce
11071032,Inactive Investor,Russell Jacobs,,LPL Financial LLC Saint Simons Island GA 2467 Demere Rd,russell.jacobs@lpl.com,,Salesforce
10952745,Inactive Investor,Aminta Romero-Dunkle,Financial Consultant;Partner,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",aminta.dunkle@schwab.com,,Salesforce
11085575,Inactive Investor,Keith Courser,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",keith.courser@ml.com,,Salesforce
219751,,Aaditya Shinde,,[Unknown],shindeaaditya@yahoo.com,,Organic Search
10760570,Inactive Investor,Dawn Choate,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,dawn.choate@fidelity.com,,Salesforce
10795138,Inactive Investor,William Allred,Financial Advisor,LPL Financial LLC Solana Beach CA 677 Lomas Santa Fe Dr,william.allred@lpl.com,,Salesforce
7279906,,Steven McNamara,,,dajekan727@etondy.com,,Web Form Fillout
11213081,Inactive Investor,Stephen Pell,,Cetera Advisor Networks LLC Westerville OH 137 Commerce Park Dr,stephen.pell@ceterawealth.com,,Salesforce
10826134,Inactive Investor,Anthony Skrabalak,,"Allstate Financial Services, LLC Latham NY 892 Troy Schenectady Rd",askrabalak@allstate.com,,Salesforce
9633362,,Faramarz Ghassemi,,,faramarz_46@yahoo.com,,List import
167230,,Kevin Echeverri,,[Unknown],kecheverri2909@gmail.com,,Paid Social
10905852,Inactive Investor,Robert Fritze,,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 2700 Hwy 280 S",robert.fritze@wfafinet.com,,Salesforce
10961742,Inactive Investor,Bobby Williams,,PFS Investments Inc. Bradenton FL 1201 6th Ave W,41vcp@primerica.com,,Salesforce
243709,,Dodd Kittsley,National Director,Davis ETFs,dkittsley@dsaco.com,,Manual List Upload
10985055,Inactive Investor,Jake Shamon,,"First Citizens Investor Services, Inc. Charleston SC 182 Meeting St",jake.shamon@firstcitizens.com,,Salesforce
10923010,Inactive Investor,Rebecca Marshall,,LPL Financial LLC Little Rock AR 17901 Chenal Pkwy,rebecca.marshall@lpl.com,,Salesforce
10994980,Inactive Investor,Lauraine Henry,,J.P. Morgan Securities LLC New York NY 850 3rd Ave,lauraine.a.henry@chase.com,,Salesforce
11220588,,Brian James,,,brian.james@allworthfinancial.com,,Other
9647171,,Pedro Lapenta,,,pedro.lapenta@hashdex.com,,List import
10795854,Inactive Investor,Raymond Deragon,,Cary Street Partners Austin TX 7000 N Mo Pac Expy,rderagon@carystreetpartners.com,,Salesforce
11205098,Inactive Investor,Joel Alderson,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,joel.alderson@ceteraadvisors.com,,Salesforce
11102330,Inactive Investor,Jared Cutler,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Five Factor Capital Advisors Rye Brook NY 20 Eagles Blf,jcutler@fivefactorcapital.com,,Salesforce
10937731,Inactive Investor,Erica Palmisano,,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",erica.palmisano@raymondjames.com,,Salesforce
11137422,Inactive Investor,Mark Sullivan,Financial Advisor;Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,mark.sullivan@ubs.com,,Salesforce
10941306,Inactive Investor,Jason Oyler,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
11136854,Inactive Investor,Bruce Neal,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,bruce.neal@ubs.com,,Salesforce
10944298,Inactive Investor,Cindy Hanke,,"Osaic FA, Inc. Yorktown VA Private Residence",cindy.hanke@lfg.com,,Salesforce
11167131,Inactive Investor,Brandon Swenson,,Thrivent Investment Management Inc. Brookings SD 601 4th St,,,Salesforce
9615648,,Eric -,,,eric.c.yuen@gmail.com,,List import
352579,,Laura Tidmore,,Tidmore Retirement Planning Specialists,laura@tidmorerps.com,440-498-1396,Manual List Upload
10764466,Inactive Investor,Simon Maynard,Vice President,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,simon.h.maynard@jpmorgan.com,,Salesforce
11074818,Inactive Investor,Tyler Fortney,Wealth Manager,Creative Planning,tyler.fortney@creativeplanning.com,,Salesforce
11210557,Inactive Investor,Alexandra Gagliardi,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",alexandra.gagliardi@nm.com,,Salesforce
176903,,David Dickinson,"Group Manager, Pensions and Treasury",[Unknown],david.dickinson@lbbd.gov.uk, +44 (0)20 8227 2722,Database Upload
9596635,,bb kk,,,busy4s@outlook.com,,List import
10928396,Inactive Investor,Irene Giron,,PFS Investments Inc. Kent WA 18000 72nd Ave S,giron.jeanette@primerica.com,,Salesforce
9555671,,Samantha Mulet,,,muletsamantha@gmail.com,,List import
10922856,Inactive Investor,Jennifer Wagnerowski,Financial Advisor,LPL Financial LLC Mishawaka IN 133 E McKinley Ave,jennifer.wagnerowski@lpl.com,,Salesforce
11118526,Inactive Investor,Jason Shorts,,PFS Investments Inc. Puyallup WA 12511 Meridian E,jshorts@primerica.com,,Salesforce
345810,,Derek Baugh,Registered Investment Advisor,"Baugh & Associates, Llc",derek@baughandassociates.com,404-256-0268,Manual List Upload
10873120,Inactive Investor,Jeffrey Berg,Financial Advisor,"Wells Fargo Clearing Services, LLC Longmont CO 635 Coffman St",jeff.berg@wellsfargo.com,,Salesforce
11206142,Inactive Investor,Mark Freilich,Financial Advisor,LPL Financial LLC Collegeville PA 18 Longacre Dr,mark.freilich@lpl.com,,Salesforce
11057714,Inactive Investor,Andrew Dilks,,Vanguard Marketing Corporation,andrew_dilks@vanguard.com,,Salesforce
10802539,Inactive Investor,Carla Kavanaugh,Assistant Vice President,Morgan Stanley Indianapolis IN 111 Monument Cir,carla.kavanaugh@morganstanley.com,,Salesforce
10947081,Inactive Investor,Gregory Reif,Wealth Advisor,"JFS Wealth Advisors, LLC Lancaster PA 1853 William Penn Way",reifg@jfswa.com,,Salesforce
10984805,Inactive Investor,Jeff Imber,Investment Advisor;President,Imber Wealth Advisors,,,Salesforce
10900215,Inactive Investor,Jeremy Cicolino,,Morgan Stanley Cincinnati OH 221 E 4th St,jeremy.cicolino@morganstanley.com,,Salesforce
209498,,Brian Canty,,"SunTrust Advisory Services, Inc.",brian.canty@suntrust.com,804-643-1811,
9647366,,Dale Puruczky,,,dpuruczky@stratoswp.com,,List import
11093217,Inactive Investor,Selvapriya Tybaert,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,priya.tybaert.pprj@statefarm.com,,Salesforce
11187324,Inactive Investor,Michael Onkes,,LPL Financial LLC Idaho Falls ID 3393 Merlin Dr,michael.onkes@lpl.com,,Salesforce
10813622,Inactive Investor,John Guarnieri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",john.guarnieri@ml.com,,Salesforce
9644475,,Josh Mitchey,,,joshmitchey@yahoo.com,,List import
11018033,Inactive Investor,Joinisse Guirand,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,jguirand@primerica.com,,Salesforce
11007899,Inactive Investor,Andrew Richardson,Lead Advisor,Brighton Jones LLC Boston MA 131 Dartmouth St,andrew.richardson@brightonjones.com,,Salesforce
10911745,Inactive Investor,Joshua Fortin,,"CFD Investments, Inc. Cincinnati OH 8044 Montgomery Rd",,,Salesforce
11012264,Inactive Investor,Hilton Sneed,,"Allstate Financial Services, LLC",hiltonsneed@allstate.com,,Salesforce
10920474,Inactive Investor,Brad Stuart,,"Ausdal Financial Partners, Inc. Clinton IA 1301 19th Ave NW",,,Salesforce
10838385,Inactive Investor,Matthew Allen,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",matthew.l.allen@nm.com,,Salesforce
10814877,Inactive Investor,Joseph Deschenes,Financial Advisor,"Wells Fargo Clearing Services, LLC Orange CA 8540 E Chapman Ave",joseph.deschenes@wellsfargoadvisors.com,,Salesforce
10802246,Inactive Investor,Thomas Foley,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",thomas.foley2@equitable.com,,Salesforce
10841134,Inactive Investor,Paige Thompson,,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",paige.weiland@rbc.com,,Salesforce
248865,,Juan Arroyo,Portfolio Manager,SG Investment Group,juan.arroyo@sginvierte.com,,Manual List Upload
9622158,,Travis Mayfield,,,travis.mayfield@frostbank.com,,List import
342280,,Adrian Maxwell,Investment Director,Rathbones,adrian.maxwell@rathbones.com, -2366773,Manual List Upload
11097392,Inactive Investor,Edward Owen,,LPL Financial LLC Rockville MD 1445 Research Blvd,edward.owen@lpl.com,,Salesforce
11086054,Inactive Investor,Tristan Dotts,Financial Advisor,LPL Financial LLC Tulsa OK 4200 E Skelly Dr,tristan.dotts@lpl.com,,Salesforce
10510057,,Eric Qian,"Manager, Listings",Cboe Global Markets,eqian@cboe.com,,List Import
10870147,Inactive Investor,Christine Douglass,Chief Compliance Officer,"Langley Wealth Management, LLC",cdouglass@langleywm.com,,Salesforce
11236124,Inactive Investor,Murtaza Colombowala,,"RBC Capital Markets, LLC",murtaza.colombowala@rbccm.com,,Salesforce
11105810,Inactive Investor,Lynn Lodes,,"FBL Marketing Services, LLC Lake Crystal MN 147 S Main St",lynn.lodes@fblfinancial.com,,Salesforce
10936360,Inactive Investor,Candice Fettkether,,"Principal Securities, Inc.",,,Salesforce
11156360,Inactive Investor,Mark Richanbach,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,mark.richanbach@morganstanley.com,,Salesforce
9566041,,Kevin Crowell,,,kevin.crowell@fmr.com,,List import
9629634,,Chisom Nwama,,,codocape@gmail.com,,List import
10769796,Inactive Investor,Brandy Carlson,Senior Registered Associate,Morgan Stanley Loveland CO 6125 Sky Pond Dr,brandy.carlson@morganstanley.com,,Salesforce
10768455,Inactive Investor,James Kyle,Financial Advisor,"Wells Fargo Clearing Services, LLC Fayetteville NC 4140 Ferncreek Dr",jim.kyle@wellsfargoadvisors.com,,Salesforce
10847155,Inactive Investor,Melissa Chalkias,,"Wells Fargo Clearing Services, LLC Newport News VA 600 Thimble Shoals Blvd",melissa.chalkias@wellsfargoadvisors.com,,Salesforce
10927055,Inactive Investor,David Brady,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",david.brady@equitable.com,,Salesforce
11132873,Inactive Investor,Bryan Forrest,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11188915,Inactive Investor,Jennifer Roberts,Financial Advisor,Edward Jones Longmont CO 600 S Airport Rd,jen.roberts@edwardjones.com,,Salesforce
11003606,Inactive Investor,Kimberly Weitzel,,Cetera Investment Services LLC Kapolei HI 590 Farrington Hwy,,,Salesforce
9592177,,Thomas Campbell,,,tcampbell@forumfin.com,,List import
10645360,,Richard McDonald,,,rmcdonald@williamblair.com,,List Import
10955010,Inactive Investor,Emily Boeckmann,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10860936,Inactive Investor,Eric Docherty,Financial Advisor,"Citizens Securities, Inc. Warrendale PA 101 Commonwealth Dr",eric.j.docherty@citizenssecurities.com,,Salesforce
1006033,Inactive Investor,dv dv,,TBD,tescoshopping888@gmail.com,tescoshopping888@gmail.com,
10643981,,Andrew Bloom,,,abloom@brileywealth.com,,List Import
9619307,,Zobia Nazam,,,zobianazam@gmail.com,,List import
10890992,Inactive Investor,Mark Clippinger,Client Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
9574785,,Peter Sikorski,,,psikorski@regentatlantic.com,,List import
370600,,andrew howard,,[Unknown],rxandy@aol.com,,Salesforce
10617049,,Julian Van Ostrand,,,vanostrand.julian@ntrs.com,,List Import
11154752,Inactive Investor,Kirk Tang,,"Osaic Wealth, Inc. Honolulu HI 1429 Makiki St",,,Salesforce
11232510,Inactive Investor,Brenton Thorpe,,"Wells Fargo Advisors Financial Network, LLC Midvale UT 6985 S Union Park Ctr",,,Salesforce
11015489,Inactive Investor,Victoria Bonar,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,vgbonar@ft.newyorklife.com,,Salesforce
10510516,,Katie Calcaterra,,State Street Global Advisors,katlyn_calcaterra@ssga.com,,List Import
11173742,Inactive Investor,Michael Wilcox,Financial Consultant,Edward Jones Ozark MO Private Residence,,,Salesforce
10827499,Inactive Investor,Kathryn Fisher Davies,Senior Investment Consultant;Vice President,Robert W. Baird & Co. Incorporated West Bend WI 111 N Main St,kfisherdavies@rwbaird.com,,Salesforce
10989290,Inactive Investor,Richard Tello,,J.P. Morgan Securities LLC Boston MA 880 Commonwealth Ave,richard.tello@jpmorgan.com,,Salesforce
10619736,,David Sternberg,,,dsternberg@vivaldicap.com,,List Import
11206131,Inactive Investor,Nicole Letsche,,LPL Financial LLC Temple PA 700 Euclid Ave,nicole.letsche@lpl.com,,Salesforce
11016992,Inactive Investor,Abhijit Roy,,"Principal Securities, Inc.",,,Salesforce
10961281,Inactive Investor,Taylor Hall,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,taylor.hall@jpmorgan.com,,Salesforce
11207262,Inactive Investor,Saul Mendoza,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Largo FL 13883 Walsingham Rd,saul.mendoza@jpmorgan.com,,Salesforce
9579772,,Jay Olshonsky,,,jolshonsky@c3cp.com,,List import
10919187,Inactive Investor,Samuel Hagelstein,Financial Advisor,Edward Jones Artesia NM 324 W Main St,sam.hagelstein@edwardjones.com,,Salesforce
10780765,Inactive Investor,Walter Clough,Senior Vice President,Neuberger Berman BD LLC,walter.clough@nb.com,,Salesforce
11094329,Inactive Investor,Casandra Nawrocki,,State Farm VP Management Corp.,,,Salesforce
11234714,Inactive Investor,Michael Goldstein,Financial Advisor,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,mgoldstein@savantwealth.com,,Salesforce
9566841,,Doug Wetzel,,,dwetzel@intellicap.com,,List import
11112129,Inactive Investor,Heidi Smith,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",heidi.e.walters@ampf.com,,Salesforce
9569773,,Anup Dhanuka,,,adhanuka@mooncapital.com,,List import
10959676,Inactive Investor,Emiliann Palermo,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9573406,,Dude McGoogle,,,badsomething44@gmail.com,,List import
9637522,,Richard Harley,,,rharley@wellspan.org,,List import
339700,,Owain Lewis,"COO, CCO",Lijaro Asset Management,olewis@lijaro.com, -9631925,Manual List Upload
10833783,Inactive Investor,Thomas Coyle,,Chelsea Financial Services,tcoyle@chfs.com,,Salesforce
10883964,Inactive Investor,Haseeb Bajwa,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10998594,Inactive Investor,Shannon Mcdonald,,"Charles Schwab & Co., Inc.",,,Salesforce
241045,,Steve Smith,"Senior Director, Business Development",[Unknown],ssmith@foreside.com,,Event
11064287,Inactive Investor,Sonika Kapur,,NYLIFE Securities LLC Rocklin CA Private Residence,skapur@ft.newyorklife.com,,Salesforce
6017259,,mina mino,,,minamino@gmail.com,,Web Form Fillout
9591263,,Waleed Abdulmanea,,,waleed05514@gmail.com,,List import
11125331,Inactive Investor,Victor Carbone,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",victor.carbone@tiaa.org,,Salesforce
9627027,,Mehmet Mut,,,mehmetmut3450@gmail.com,,List import
9603089,,Kayle Mather,,,info@viegage.com,,List import
10927932,Inactive Investor,Lorraine Cardenas,,"Transamerica Financial Advisors, Inc Pasadena CA 1460 N Lake Ave",lorraine.cardenas@tfaconnect.com,,Salesforce
9590754,,Reinier Standaar,,,pr.standaar@gmail.com,,List import
9632724,,Mark Swartley,,,mark_j_swartley@vanguard.com,,List import
10893108,Inactive Investor,Gary Stark,,Vanguard Marketing Corporation,gary_stark@vanguard.com,,Salesforce
10881208,Inactive Investor,Tamara Surratt,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Legacy Family Office, LLC",tsurratt@legacyfamilyoffice.com,,Salesforce
11005217,Inactive Investor,Zoe Velez,,"Wells Fargo Clearing Services, LLC Wesley Chapel FL 5227 Bruce B Downs Blvd",zoe.velez@wellsfargo.com,,Salesforce
5985814,,sa sa sa,,,migew96255@kaftee.com,,Web Form Fillout
11108890,Inactive Investor,Eric Holman,Chief Operating Officer,1834 Investment Advisors Co.,eric@1834investmentadvisors.com,,Salesforce
10937668,Inactive Investor,Ashley Zamora,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,ashley.zamora@fidelity.com,,Salesforce
9644728,,Christian Catalini,,,christian@catalini.com,,List import
334056,,Jason Curtis,"Partner, Portfolio Manager","Lynnleigh & Company, Llc",jason@lynnleighco.com,585-623-5970,Manual List Upload
10928314,Inactive Investor,Anthony Mangano,,NYLIFE Securities LLC Columbiana OH 225 E State Rte 14,aamangano@ft.newyorklife.com,,Salesforce
10876182,Inactive Investor,Timothy Stansbury,Financial Advisor,S.G. Long & Company Garland TX 675 Town Square Blvd,tstansbury@sglong.com,,Salesforce
10848644,Inactive Investor,Brad Hendrix,Financial Advisor,LPL Financial LLC Birmingham AL 1507 Alex Dr,brad.hendrix@lpl.com,,Salesforce
10869838,Inactive Investor,Christopher Lee,Director,Commonwealth Retirement Investments LLC,christopher@cwealthra.com,,Salesforce
11113479,Inactive Investor,Emily Dibble,,"Truist Investment Services, Inc. South Boston VA 4030 Halifax Rd",emily.dibble@truist.com,,Salesforce
9629261,,siddharth mehta,,,siddharth@highqdmcc.com,,List import
10843688,Inactive Investor,Joseph Skees,Chief Compliance Officer;Managing Partner;Member,"Granite Bay Wealth Management, LLC",jskees@granitebaywm.com,,Salesforce
10768776,Inactive Investor,Bruce Marcus,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,bruce.marcus@morganstanley.com,,Salesforce
10408196,,Ismyl Hossain,,,ismylhossainjss55@gmail.com,,Web Form Fillout
9588848,,Brian Chastain,"Chief Investment Officer, Chief Operating Officer, Founding Partner",CFO4Life,brian.chastain@mycfo4life.com,,List import
11005653,Inactive Investor,Manya Bharadwaj,,William Blair New York NY 1166 Avenue of the Americas,mbharadwaj@williamblair.com,,Salesforce
10847417,Inactive Investor,Diego Brachfeld Parlaghy,Director;Private Banker,Citigroup Global Markets Inc.,,,Salesforce
9590969,,Omar Abuzeid,,,oa@legadowealth.com,,List import
11078105,Inactive Investor,Jerold Attento,Financial Advisor;Financial Services Representative,"Principal Securities, Inc. Miami FL 2875 NE 191st St",attento.jerry@principal.com,,Salesforce
11213261,Inactive Investor,Frederick Sylvester,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
10901843,Inactive Investor,Grace Kappers,Registered Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,,,Salesforce
10908230,Inactive Investor,Gerard Turiano,Regional Vice President,PFS Investments Inc. Nanuet NY 119 Main St,gturiano@primerica.com,,Salesforce
10972523,Inactive Investor,Alejandro Munoz,,J.P. Morgan Securities LLC Hoffman Estates IL 4653 W Higgins Rd,alejandro.munoz@jpmorgan.com,,Salesforce
219100,,Christopher Lewis,,[Unknown],clewis@jwenergy.com,,
10766267,Inactive Investor,David Thompson,Chief Investment Officer;Portfolio Manager,"Thompson Capital Management, LLC",david@thompsoncm.com,,Salesforce
11163580,Inactive Investor,Lynn Googe,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,lgooge@primerica.com,,Salesforce
10848106,Inactive Investor,Jesse Meehan,Investment Advisor Representative,"Osaic Wealth, Inc. Waterloo IA 3013 Greyhound Dr",,,Salesforce
11026565,Inactive Investor,Aron Schuhrke,,State Farm VP Management Corp. Lowell IN 707 E Commercial Ave,aron.schuhrke.pba1@statefarm.com,,Salesforce
10786958,Inactive Investor,George Gulbin,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",george.gulbin@nm.com,,Salesforce
11011256,Inactive Investor,Richard Widman,,LPL Financial LLC Brookings SD Private Residence,rich.widman@lpl.com,,Salesforce
10767845,Inactive Investor,Joel Budd,Wealth Advisor,Summit Investment Advisory Services,joel@summitinvest.com,,Salesforce
344878,,Sara Casey,Associate,"Enhanced Capital Partners, Llc",sara.casey@aberdeenstandard.com,504-569-7900,Manual List Upload
11234804,Inactive Investor,Russell Schmidt,Managing Member,Willink Asset Management LLC,rschmidt@willinkservices.com,,Salesforce
10998529,Inactive Investor,Ryan Shoaf,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ryan_shoaf@vanguard.com,,Salesforce
9546874,,Douglas Bowman,,,dbowman@archerphotoworks.ca,,List import
10947042,Inactive Investor,Zachary Walsh,,"Farmers Financial Solutions, LLC Redding CA 3605 Bechelli Ln",zwalsh1@farmersagent.com,,Salesforce
11049556,Inactive Investor,Raven Pyle-McCrackyn,Owner,Vashon Island Professionals,raven@vipvashon.com,,Salesforce
11201422,Inactive Investor,Wes Parker,,"Avantax Investment Services, Inc. Cordova TN 7990 Trinity Rd",,,Salesforce
190583,,Ken Thurman,,[Unknown],thurman.ken@yahoo.com,,Paid Search
9634779,,Timothy Mattar,,,timothy.mattar@investcorp.com,,List import
10864588,Inactive Investor,Jon Abel,,"Packerland Brokerage Services, Inc. Salem OR Private Residence",jon_abel@packerlandbrokerage.com,,Salesforce
10878765,Inactive Investor,Micheal Ajayi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",micheal.ajayi@ml.com,,Salesforce
9594294,,Victor Frye,,,vfrye@profunds.com,,List import
10973077,Inactive Investor,Marikatherine Ambro,,Oppenheimer & Co. Inc. Kalamazoo MI 555 W Crosstown Pkwy,,,Salesforce
9601537,,Rosa Lee,,,rosalind@marstech.asia,,List import
10853148,Inactive Investor,Troy Moser,Portfolio Manager;Senior Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Saint Paul MN 1625 Radio Dr",troy.l.moser@wellsfargo.com,,Salesforce
11182279,Inactive Investor,Timothy Wojtalik,Advisor;Officer,BSW Wealth Partners,twojtalik@bsw.com,,Salesforce
11013596,Inactive Investor,Adam Deringer,,LPL Financial LLC Sedona AZ 224 Calle Diamante,adam.deringer@lpl.com,,Salesforce
10990808,Inactive Investor,Taylor Olah,,"Prudential Annuities Distributors, Inc",taylor.olah@prudential.com,,Salesforce
11005165,Inactive Investor,Lauren Fahrenkrog,,J.P. Morgan Securities LLC Newark DE 4041 Ogletown Rd,,,Salesforce
10792144,Inactive Investor,Debbie Fife,,"Wells Fargo Advisors Financial Network, LLC Salt Lake City UT 1240 E 2100 S",debbie.fife@wfafinet.com,,Salesforce
10883125,Inactive Investor,Mateo Fiorentino,,Goldman Sachs & Co.,,,Salesforce
10783874,Inactive Investor,Deborah Bauer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,deborah.l.bauer@ubs.com,,Salesforce
10903127,Inactive Investor,Omar Siddiqui,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
11042393,Inactive Investor,Nikki Moore,Financial Advisor,LPL Financial LLC Evansville IN 4401 Theater Dr,nikki.moore@lpl.com,,Salesforce
11092540,Inactive Investor,John Reid,,UBS Financial Services Inc. Manchester NH 1155 Elm St,john.reid@ubs.com,,Salesforce
11137402,Inactive Investor,Rodolfo Cedre,,"Farmers Financial Solutions, LLC Folsom CA 1835 Iron Point Rd",rcedre1@farmersagent.com,,Salesforce
11128176,Inactive Investor,Hemina Patel,,State Farm VP Management Corp.,heminapatel@statefarm.com,,Salesforce
11164863,Inactive Investor,William Bruner,,"HighTower Securities, LLC",wbruner@hightoweradvisors.com,,Salesforce
10767548,Inactive Investor,Zulin Gan,Financial Professional,"Equitable Advisors, LLC Brooklyn NY 122 Ashland Pl",zulin.gan@equitable.com,,Salesforce
10867594,Inactive Investor,Eric Norris,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,eric.c.norris.rl9k@statefarm.com,,Salesforce
11156424,Inactive Investor,Ian McKenny,Chief Legal Counsel;Secretary;Vice President,"Equity Services, Inc.",imckenny@nationallife.com,,Salesforce
9549956,,Elizabeth Elliott,,,elizabethelliott@synovus.com,,List import
10761176,Inactive Investor,Laura Simons,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",laura.simons@ml.com,,Salesforce
10939061,Inactive Investor,Stephanie Mochan,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",stephanie.mochan@equitable.com,,Salesforce
11040256,Inactive Investor,Carolyn Bailey,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10647736,,Gary Foodim,,,gfoodim@merceradvisors.com,,List Import
10754737,Inactive Investor,John Foley,Financial Representative;Senior Managing Director;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",john.foley@schwab.com,,Salesforce
10783820,Inactive Investor,Robert Zwigard,Financial Advisor,LPL Financial LLC Chester NJ 4 Mill Ridge Ln,robert.zwigard@lpl.com,,Salesforce
9644312,,Andrew DeCaro,,,andrew@fullyvested.com,,List import
9630653,,Naresh Gabani,,,nareshgabani@gmail.com,,List import
10645759,,Michele Lo Chirco,,,mlochirco@sanctuarywealth.com,,List Import
11084217,Inactive Investor,Susan Mamer,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",susan.mamer@wellsfargoadvisors.com,,Salesforce
346037,,Paul Pfeiffer,"Principal, Portfolio Manager, Manager, And Member",Spears Abacus Advisors Llc,ppfeiffer@spearsabacus.com,212-230-9865,Manual List Upload
10726488,,Rami Zigdon,,,rami.zigdon@gmail.com,,Web Form Fillout
9599028,,Bobby Sheth,,,bsheth@nautic.com,,List import
11138084,Inactive Investor,Francis Factora,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10815191,Inactive Investor,Duncan Reed,Financial Advisor,Edward Jones North Wales PA 212 N Main St,duncan.reed@edwardjones.com,,Salesforce
11095388,Inactive Investor,Robert Schnell,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Management Director;Senior Investment Management,Morgan Stanley New York NY 399 Park Ave,robert.f.schnell@morganstanley.com,,Salesforce
116309,,Kathi Clinton,Financial Professional,"Voya Financial Advisors, Inc.",kathi.meyer@voyafa.com,630-245-4031,
10853271,Inactive Investor,Matthew Onstot,Chief Compliance Officer;Co-Founder;Director;Wealth Advisor,Wilon Wealth Management,msonstot@wilonwm.com,,Salesforce
11093189,Inactive Investor,Geoffrey McLawhorn,Financial Professional;Managing Director,Modern Capital Securities Inc.,gmclawhorn@financialguide.com,,Salesforce
10657759,,John Budziak,,,john.budziak@macktracks.com,,List Import
11063371,Inactive Investor,Steven Novotny,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,steve.novotny@lpl.com,,Salesforce
10841065,Inactive Investor,Victoria Best,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 101 Elliott Ave W",victoria.best@ampf.com,,Salesforce
10788648,Inactive Investor,Robert Clancy,,The O.N. Equity Sales Company Bradenton FL 7068 Hawks Harbor Cir,,,Salesforce
10808581,Inactive Investor,Cody Fivecoat,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11138667,Inactive Investor,James Cox,Financial Advisor,LPL Financial LLC Richmond VA 9100 Arboretum Pkwy,james.cox@lpl.com,,Salesforce
10765584,Inactive Investor,Steven Giles,Senior Vice President,Landaas & Company,sgiles@landaas.com,,Salesforce
11190367,Inactive Investor,Karen Hough,,Thrivent Investment Management Inc. Salisbury NC 1505 Old Concord Rd,karen.hough@thrivent.com,,Salesforce
11048091,Inactive Investor,Xavier Decaire,,NYLIFE Securities LLC Newark DE 5 Hunting Ct,xdecaire@ft.newyorklife.com,,Salesforce
11228798,Inactive Investor,Rosa Herra,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,,,Salesforce
9563675,,"Yvonne Jean-Jerome, MS, CPA",,,yvonne.jeanjerome@gmail.com,,List import
10911080,Inactive Investor,John Anderson,,LPL Financial LLC Jefferson City MO 3407 Knipp Dr,,,Salesforce
11148471,Inactive Investor,Mario Petrella,,"Allstate Financial Services, LLC Highland Park IL 609 Laurel Ave",mariopetrella@allstate.com,,Salesforce
10872129,Inactive Investor,Katharine Cain,,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",taylor.rechtin@wellsfargoadvisors.com,,Salesforce
11038130,Inactive Investor,Shifa Zhong,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,shifa.zhong@jpmorgan.com,,Salesforce
10887091,Inactive Investor,Jordan Bellows,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,,,Salesforce
10619474,,James Brigham,,,james.brigham@morganstanley.com,,List Import
9545871,,Lavaughn Ford,,,f.lavaughn@yahoo.com,,List import
11103402,Inactive Investor,Guillermo Avalos,,"Avantax Investment Services, Inc.",,,Salesforce
9544547,,Tyler Williams,,,twilliams1106@hotmail.com,,List import
226403,, -,,[[Unknown]],maryanntaperla1@gmail.com,,Initial Salesforce Import
9644921,,Thierry Lechou,,,thierry@batelco.com.bh,,List import
9611509,,son min su,,,amo2843@naver.com,,List import
10895820,Inactive Investor,Matthew Powell,,"LaSalle St Securities, L.L.C. Cincinnati OH 8170 Corporate Park Dr",bstonewealth@lasallest.com,,Salesforce
11079448,Inactive Investor,Christopher Wells,Senior Compliance Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11069853,Inactive Investor,Natasha Madera,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,natasha.madera@fmr.com,,Salesforce
10778212,Inactive Investor,Edward Duffy,Financial Advisor,Commonwealth Financial Network Braintree MA 50 Braintree Hill Park,eduffy@commonwealth.com,,Salesforce
10827806,Inactive Investor,Farrah Qureshi,,Fidelity Brokerage Services LLC,farrah.qureshi@fidelity.com,,Salesforce
11057791,Inactive Investor,Paul Lacoste,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Davis CA 508 2nd St",paul.lacoste@schwab.com,,Salesforce
10494520,,Hal Lambert,"Chief Compliance Officer, Chief Executive Officer, Founder, President","Point Bridge Capital, LLC",hal.lambert@pointbridgecapital.com,,List Import
11209211,Inactive Investor,Christopher Campbell,Financial Advisor,Edward Jones Cullman AL 2015 Cherokee Ave SW,chris.j.campbell@edwardjones.com,,Salesforce
10830880,Inactive Investor,Todd Lester,Financial Advisor;Founder;Managing Principal;President,"Lester Financial Group, LLC",todd@lesterfinancialgroup.com,,Salesforce
227211,, -,,[[Unknown]],remoherb@gmail.com,,Advertising
11233939,Inactive Investor,Matthew Pritzkur,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",matthew.pritzkur@bernstein.com,,Salesforce
11212021,Inactive Investor,Kevyn Sopinski,,Commonwealth Financial Network Papillion NE 105 S Washington St,ksopinski@commonwealth.com,,Salesforce
223198,,Mitchell Acks,Resource liaison  and investor,Zebra pr llc and acr,janmitch22@gmail.com,,
7806953,,NAZMUL MIAH NAZMUL MIAH RAMZAN ALI,,,nazmulhassan46826@gmail.com,,Web Form Fillout
10889639,Inactive Investor,James Mccririe,Financial Advisor,"Wells Fargo Clearing Services, LLC Folsom CA 1113 E Bidwell St",james.s.mccririe@wellsfargo.com,,Salesforce
10955464,Inactive Investor,Marissa Molitor,,"Associated Investment Services, Inc. Machesney Park IL 622 Roosevelt Rd",molitor.marissa@associatedbank.com,,Salesforce
10969023,Inactive Investor,Clayton Cunningham,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9571875,,Matthew H.C. Lee,,,leehcmatthew@gmail.com,,List import
9564449,,Vitiello Noel,,,vnoel00911@yahoo.com,,List import
11184725,Inactive Investor,Matthew Smith,,State Farm VP Management Corp. Englewood FL 21 S Indiana Ave,,,Salesforce
11151718,Inactive Investor,Marcos Jimenez,,J.P. Morgan Securities LLC South Lake Tahoe CA 3620 Lake Tahoe Blvd,marcos.jimenez@jpmorgan.com,,Salesforce
11085086,Inactive Investor,Jana Ramsey-Weaver,Wealth Manager,Merit Financial Advisors Tulsa OK 6140 S 104th E Ave,,,Salesforce
10913727,Inactive Investor,Daniel Beaudette,Financial Advisor,Black Point Wealth Management Middletown RI 2 Corporate Pl,dbeaudette@bpwealthmgt.com,,Salesforce
11031334,Inactive Investor,Carlos Miranda,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redding CA 292 Hemsted Dr",carlos_miranda@ml.com,,Salesforce
9600267,,Ron Hiegel,,,ronhiegel68@gmail.com,,List import
10665842,,Joni Joniparerungan,,,joni116375@gmail.com,,Web Form Fillout
10918807,Inactive Investor,Daniel Koerner,,"Avantax Investment Services, Inc. Toms River NJ 10 Allen St",,,Salesforce
10815211,Inactive Investor,Howard Miracle,Vice President,"Marshall & Sullivan, Inc.",,,Salesforce
11158752,Inactive Investor,Jane Bond,Registered Client Associate,D.A. Davidson & Co. Missoula MT 283 W Front St,,,Salesforce
10805525,Inactive Investor,Neal Engwall,,G. A. Repple & Company Saint Petersburg FL Private Residence,neal.engwall@garepple.com,,Salesforce
10657624,,Jacques Zureikat,,,jzureikat@houlihancapital.com,,List Import
11197041,Inactive Investor,Lindsay Leahy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",lindsay.leahy@ml.com,,Salesforce
11163051,Inactive Investor,Robert McNally,Chief Compliance Officer;Director,"Legacy Wealth Advisors, LLC",,,Salesforce
210014,,Rachel Pether,,[Unknown],rpether@skybridge.com,,
9574194,,Lauri Ehanti,,,lauri.ehanti@aalto.fi,,List import
11061777,Inactive Investor,Patricia Sala,,LPL Financial LLC Marquette MI 101 W Washington St,patricia.sala@lpl.com,,Salesforce
11037324,Inactive Investor,Chaffon Rankin,,Morgan Stanley Dublin OH 545 Metro Pl S,,,Salesforce
10835554,Inactive Investor,Emmett Worth,Financial Advisor,LPL Financial LLC Fargo ND 500 2nd Ave N,emmett.worth@lpl.com,,Salesforce
10879941,Inactive Investor,Kyle Wilson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11255351,Inactive Investor,Allison Becker,Associate Wealth Advisor,"HBE Wealth Management, LLC",abecker@hbecpa.com,,Salesforce
9621300,,Timothy Vaccarelli,,,tmvfroid@gmail.com,,List import
10793561,Inactive Investor,Jacob Schori,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jacob.schori@ubs.com,,Salesforce
10525108,,Tina Gray/Holifield,,,tinabrittain@hotmail.con,,Web Form Fillout
10997717,Inactive Investor,Jose Caceres,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,jcaceres01@ft.newyorklife.com,,Salesforce
10951873,Inactive Investor,Robert Baird,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",robert.baird@schwab.com,,Salesforce
9569824,,Raheel Retiwalla,,,raheelr@outlook.com,,List import
10613670,,Samuel Zaidman,Financial Advisor,,szaidman@financialguide.com,,List Import
9592770,,hfhf fdsf,,,fhfgh@fghfgh.com,,List import
229956,, -,,[[Unknown]],kmb5247@naver.com,,Organic Search
342905,,Richard Dunne,"Managing Director, Co Head",Alpinvest Partners B.v.,richard.dunne@alpinvest.com,312-054-07575,Manual List Upload
11031848,Inactive Investor,Daniel Muzljakovich,,"Ameriprise Financial Services, LLC Clinton Township MI 44990 Heydenreich Rd",,,Salesforce
11164045,Inactive Investor,Christopher Hughes,Executive Principal,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,chris.hughes@edwardjones.com,,Salesforce
10657049,,Beth Kljajic,,,beth.kljajic@chase.com,,List Import
11127439,Inactive Investor,Chilonda Clebourn,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,cclebourn@primerica.com,,Salesforce
10837314,Inactive Investor,Gabriel Goddard,Chief Compliance Officer;General Counsel;Managing Director,Jensen Investment Management Inc.,ggoddard@jenseninvestment.com,,Salesforce
244847,,Andrew Swanson,Vice President,"Nikulski Financial, Inc.",andrew@nikulskifinancial.com,15633440118,Manual List Upload
10907588,Inactive Investor,Edward Caruth,,B. Riley Wealth Management Red Bank NJ 210 Broad St,ecaruth@brileywealth.com,,Salesforce
237148,, -,,[[Unknown]],ppaidds@gmail.com,,Organic Search
9615578,,Peter Calicchio,,,pirates60@msn.com,,List import
9643945,,Shineatra Gilbert,,,shineatrag@gmail.com,,List import
11260805,Inactive Investor,Timothy Rakestraw,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9605411,,Richard Fonash,,,richard.fonash@hirtlecallaghan.com,,List import
9595038,,Thomas Harris,,,tharris@htk.com,,List import
11009926,Inactive Investor,Curtis Broom,,"Osaic Wealth, Inc. Birmingham AL 1 Perimeter Park S",cbroom@osaicwealth.com,,Salesforce
11161208,Inactive Investor,Robert Haynes,,PFS Investments Inc. Lake Stevens WA 6403 123rd Ave NE,rhaynes@primerica.com,,Salesforce
11008352,Inactive Investor,Kwanza Morgan,,Country Capital Management Company Savannah GA 10500 Abercorn St,kwanza.morgan@countryfinancial.com,,Salesforce
11002829,Inactive Investor,Patrick Frederick,,J.P. Morgan Securities LLC Portland OR 2714 N Lombard St,patrick.frederick@jpmorgan.com,,Salesforce
104870,,yahya faramarzi,,Iran,arashfaramarzi1846@gmail.com,,
9583769,,Paul Merz,,,paul.merz@securitiesamerica.com,,List import
11149724,Inactive Investor,Meghan Yocom,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,meghan.yocom@fmr.com,,Salesforce
10795931,Inactive Investor,Mitchell Marenus,Chief Investment Officer;Regulatory Contact,"Transition Financial Advisors Group, Inc. Gilbert AZ 468 E Bridle Way",mitchell@transitionfinancial.com,,Salesforce
11115678,Inactive Investor,Savannah Vest,,Fidelity Brokerage Services LLC,,,Salesforce
10967090,Inactive Investor,Ilan Orgel,Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11157848,Inactive Investor,Becky Tapper,Senior Registered Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,becky.tapper@morganstanley.com,,Salesforce
10961211,Inactive Investor,John Metcalf,Representative,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,jmetcalf@primerica.com,,Salesforce
10788334,Inactive Investor,Jonathan Pace,Vice President,"Osaic Wealth, Inc. McKinney TX 3721 S Stonebridge Dr",tpace@osaicwealth.com,,Salesforce
11160234,Inactive Investor,Adrienne Link,,"Allstate Financial Services, LLC Virginia Beach VA 1581 General Booth Blvd",adriennelink@allstate.com,,Salesforce
9636971,,Toby Maude,,,toby.maude@pyrford.co.uk,,List import
10817541,Inactive Investor,Michael Miller,,"Truist Investment Services, Inc. Tampa FL 16102 Bruce B Downs Blvd",michael.d.miller@truist.com,,Salesforce
11235153,Inactive Investor,Brendon Worst,Financial Advisor;Founder,"Cedar Spring Advisors, LLC",,,Salesforce
11121086,Inactive Investor,Laura Leier,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,laura.leier.u0mj@statefarm.com,,Salesforce
10872746,Inactive Investor,Wesley Romanotto,,"Horace Mann Investors, Inc.",wesley.romanotto@horacemann.com,,Salesforce
11041674,Inactive Investor,John McLaurin,Senior Vice President,UBS Financial Services Inc. Fort Collins CO 3711 John F Kennedy Pkwy,john.mclaurin@ubs.com,,Salesforce
9578129,,Nicholas Preston,,,n.preston65@gmail.com,,List import
11220846,,Beth Baron,,,bbaron@richmondcap.com,,List import
11177136,Inactive Investor,Kaosheng Lin,,Cetera Investment Services LLC San Jose CA 2010 Tully Rd,,,Salesforce
11169500,Inactive Investor,Johnny Ochoa,,J.P. Morgan Securities LLC Whitestone NY 15315 Cross Island Pkwy,johnny.ochoa@jpmorgan.com,,Salesforce
9618250,,John Olive,,,jolive@wolvefunds.com,,List import
11124618,Inactive Investor,Ania Zmyslo,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
202685,,jay dee,,[Unknown],qwertyjaydee20@gmail.com,,Paid Social
10988180,Inactive Investor,Josceline Ngo,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,jngo@primerica.com,,Salesforce
11047560,Inactive Investor,Jeffrey Rippon,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Salt Lake City UT 60 E South Temple",jeffrey.t.rippon@ampf.com,,Salesforce
9629227,,Lennart Speijer,,,lennartspeijer@gmail.com,,List import
11005210,Inactive Investor,James Branan,Financial Advisor,Edward Jones Clayton NC 1540 E Front St,branan@edwardjones.com,,Salesforce
10658881,,Myrna Solomon,,,msolomon@metlife.com,,List Import
10662355,,Timothy Pearce,,,tjpearce@onewealthmgmt.com,,List Import
9549626,,Neil Garfield,,,neilfgarfieldesq@gmail.com,,List import
10770830,Inactive Investor,Carlos Guerra,,J.P. Morgan Securities LLC Cedar Park TX 2600 E Whitestone Blvd,andres.x.guerra@jpmorgan.com,,Salesforce
335727,,Ryan Kaszycki,,Creative Planning,ryan.kaszycki@thinkingbeyond.com,303-863-7231,
9568059,,ariel -,,,ariellerer@gmail.com,,List import
11211158,Inactive Investor,Mark Alcala,Financial Advisor,"Wells Fargo Clearing Services, LLC Mission Viejo CA 27201 Puerta Real",mark.alcala@wellsfargoadvisors.com,,Salesforce
11175621,Inactive Investor,Alan Dickson,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley Salt Lake City UT 60 E South Temple,alan.dickson@morganstanley.com,,Salesforce
10658576,,Paul Saliba,,,paul.saliba@gs.com,,List Import
10819766,Inactive Investor,Karthik Raghupathy,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 600 E 96th St",raghupathyk@stifel.com,,Salesforce
11180775,Inactive Investor,Bradley Stafford,Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Maryville TN 1766 W Lamar Alexander Pkwy",bmstafford@firsthorizon.com,,Salesforce
10971704,Inactive Investor,Jean Coulanges,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,jcoulanges@allianceg.com,,Salesforce
9602028,,Todd Johmson,,,todd.eron.johnson@gmail.com,,List import
11037591,Inactive Investor,Lionel Martina,,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",lionel.martina@prudential.com,,Salesforce
10971140,Inactive Investor,Marda Price,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",sherolynn.price@nm.com,,Salesforce
11201600,Inactive Investor,Brian Torgerson,,"Raymond James Financial Services, Inc. Seattle WA 2928 Westlake Ave N",brian.torgerson@raymondjames.com,,Salesforce
9618506,,Evan Choi,,,evan@kabouterfund.com,,List import
11021070,Inactive Investor,Dorjana Citozi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,dorjana.citozi@jpmorgan.com,,Salesforce
10781057,Inactive Investor,Anthony Karamas,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,anthony.karamas@fidelity.com,,Salesforce
10759663,Inactive Investor,Peter Snelling,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",peter_snelling@ml.com,,Salesforce
10693918,,Michael Looney,,,michael_looney@outlook.com,,Web Form Fillout
10772741,Inactive Investor,Robert Bickham,Managing Director - Wealth Management;Senior Institutional Consultant,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,robert.bickham@ubs.com,,Salesforce
10755249,Inactive Investor,Patricia Della Torre,Financial Advisor,"Ameriprise Financial Services, LLC Southport CT 2507 Post Rd",patricia.j.dellatorre@ampf.com,,Salesforce
10875386,Inactive Investor,Joseph Celeste,Financial Advisor,Edward Jones Saint Petersburg FL 4159 Central Ave,joseph.celeste@edwardjones.com,,Salesforce
10764086,Inactive Investor,Mark Massaro,Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo NY 17 Limestone Dr",,,Salesforce
10871258,Inactive Investor,Cameron Klemczewski,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",cameron.klemczewski@nm.com,,Salesforce
11136846,Inactive Investor,Margaret Ratto-Young,,"Cambridge Investment Research, Inc. Paradise CA 6779 Skyway",margie.ratto-young@cambridgesecure.com,,Salesforce
9633780,,Murtaza Badri,,,brotherhoodofcrypto@gmail.com,,List import
10988274,Inactive Investor,Laura Mcdonald,,"Monticello Financial Group, LLC",,,Salesforce
10948960,Inactive Investor,Vincent Ottaviano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",vincent.ottaviano@schwab.com,,Salesforce
11168887,Inactive Investor,Steven Irwin,,Vanguard Marketing Corporation,steven_irwin@vanguard.com,,Salesforce
11052486,Inactive Investor,Gerald Guintu,Chief Compliance Officer;Financial Advisor,Wagner Loftin Investment Services LLC,gguintu@wlisinvest.com,,Salesforce
11189823,Inactive Investor,Brian Watkins,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,brian.watkins@morganstanley.com,,Salesforce
11201651,Inactive Investor,Christopher Beauvais,Regional Senior Compliance Advisor;Registered Principal,"Osaic FA, Inc. Southfield MI 1000 Town Ctr",christopher.beauvais@lfg.com,,Salesforce
10756632,Inactive Investor,Amarinder Sandhu,Private Wealth Client Associate;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",amarinder.sandhu@ml.com,,Salesforce
10914871,Inactive Investor,Panayiotis Ragias,Financial Advisor,The Huntington Investment Company Akron OH 3 Cascade Plz,panayiotis.ragias@huntington.com,,Salesforce
9615485,,Robert Birnbaum,,,robert@peartreetrading.net,,List import
10898531,Inactive Investor,Blake Fox,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",blake.a.fox@ml.com,,Salesforce
10768105,Inactive Investor,Randal Worden,,"Cadaret, Grant & Co., Inc. Pulaski NY Private Residence",pfs@ae.cadaretgrant.com,,Salesforce
10924056,Inactive Investor,Theodore Goetz,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
11138826,Inactive Investor,Kayla Lane,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",kayla.lane@ml.com,,Salesforce
9587258,,Kayla Pavela,,,kayla.pavela@nfp.com,,List import
9566417,,Matt Marckmann,,,marckmann34@gmail.com,,List import
9621066,,Steven Ellis,,,weightwinner@gmail.com,,List import
9552672,,sung kyun suh,,,kevinsuh99@gmail.com,,List import
11057778,Inactive Investor,Constantine Harris,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",constantine.harris@stewardpartners.com,,Salesforce
11161712,Inactive Investor,Kurt Lovell,Financial Advisor;Financial Professional,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10622297,,政霖 謝,,,srecn77441@gamil.com,,Web Form Fillout
10901964,Inactive Investor,Michael Devito,,NYLIFE Securities LLC Hingham MA Private Residence,mdevito@ft.newyorklife.com,,Salesforce
11122172,Inactive Investor,Matthew Grote,Financial Advisor,Edward Jones Oak Park IL 214 S Marion St,matt.grote@edwardjones.com,,Salesforce
10794164,Inactive Investor,Mary Holevinski,,"Madison Avenue Securities, LLC Little Silver NJ 200 White Rd",mholevinski@madisonreps.com,,Salesforce
10786243,Inactive Investor,Margaret Schneider,,"Fifth Third Securities, Inc. Cincinnati OH 1603 Springfield Pike",margaret.schneider@53.com,,Salesforce
10599371,Active Investor,Cody Fontenot,,Cody Fontenot,cjfontenot02@gmail.com,13372801362,Salesforce
229194,, -,,[[Unknown]],cawjon13@gmail.com,,Other
101342,,Jonathon Shaw,,Self,jonathon.a.shaw@gmail.com,2697622794,
10835717,Inactive Investor,Paul Gibler,Financial Advisor,"Ameriprise Financial Services, LLC Hockessin DE Private Residence",paul.l.gibler@ampf.com,,Salesforce
9541110,,Juan Pablo Russo,,,chuchorusso@hormail.com,,List import
344752,,Charles Stafford,Managing Director,Ponder Investment Co,cstafford@ponderco.com,615-690-5541,Manual List Upload
11206248,Inactive Investor,Charles Johnson,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,cjohnson@primerica.com,,Salesforce
11086975,Inactive Investor,Michael Skubic,,"Allstate Financial Services, LLC Redwood City CA 617 Veterans Blvd",,,Salesforce
10753335,Inactive Investor,Marcus Orr,Financial Advisor;Investment Advisor Representative,Edward Jones Plano TX 680 Independence Pkwy,marcus.orr@edwardjones.com,,Salesforce
9581449,,Keith Huff,,,keith.huff@royalaa.com,,List import
11068579,Inactive Investor,Julie Detienne,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",julie_detienne@ml.com,,Salesforce
10993838,Inactive Investor,Rafael Alvarez Galeno,,PFS Investments Inc. Orlando FL 7200 Lake Ellenor Dr,rafaalvarez.pri@primerica.com,,Salesforce
11119145,Inactive Investor,Thane Blosser,,"Manning & Napier Investor Services, Inc. Dublin OH 655 Metro Pl S",tblosser@manning-napier.com,,Salesforce
10981120,Inactive Investor,Jonathan Bacon,Wealth Advisor,EP Wealth Advisors Torrance CA 25500 Hawthorne Blvd,jbacon@epwealth.com,,Salesforce
10763612,Inactive Investor,Christopher Grant,Chief Compliance Officer;Managing Partner;President;Regulatory Contact;Secretary;Treasurer,Grant Koehler & Levin Ltd.,chris@dollarsatwork.com,,Salesforce
11104461,Inactive Investor,Alexia McKnight,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10963254,Inactive Investor,Bradley Cronin,,PFS Investments Inc. South Sioux City NE 600 A St,bcronin@primerica.com,,Salesforce
9633642,,Dean Pinnock,,,deanp561@gmail.com,,List import
10510389,,Leon Rehak,Wealth Manager,LPL Financial,leon.rehak@lpl.com,,List Import
10907386,Inactive Investor,John Messerschmidt,Financial Consultant,Thrivent Investment Management Inc. Barrington IL Private Residence,john.messerschmidt@thrivent.com,,Salesforce
11211292,Inactive Investor,Kristen Sutherland,Client Associate,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",kristen.sutherland@wellsfargo.com,,Salesforce
240230,,Barbara Luttenberger,,Snowden Lane Partners,bluttenberger@snowdenlane.com,,Database Upload
10758813,Inactive Investor,Barbara Davidman,Senior Vice President;Wealth Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,barbara.davidman@morganstanley.com,,Salesforce
10799789,Inactive Investor,Joseph Reid,Shareholder;Vice President,"Christensen, King & Associates Investment Services, Inc.",joereid@ckacpa.com,,Salesforce
10863055,Inactive Investor,Steven Womack,,"Farmers Financial Solutions, LLC Perry OK 623 Delaware St",swomack@farmersagent.com,,Salesforce
10850489,Inactive Investor,Mary Vigneau,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,mary.vigneau@fidelity.com,,Salesforce
9549067,,Isaak Ashby,,,isaakashby@hotmail.com,,List import
11096581,Inactive Investor,Alix Briggs,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,alix.briggs@fidelity.com,,Salesforce
208965,,Bill Stasik,,[Unknown],enibill@aol.com,,
10832574,Inactive Investor,Andrew Blease,Wealth Advisor,LPL Financial LLC Tucson AZ 7374 N la Cholla Blvd,andrew.blease@lpl.com,,Salesforce
10905306,Inactive Investor,Brandon Doke,,"FBL Marketing Services, LLC Neligh NE 104 W 11th St",,,Salesforce
9572312,,Levent Özel,,,hzlevent7@hotmail.com,,List import
10963642,Inactive Investor,John Harris,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",john.m.harris@nm.com,,Salesforce
10903447,Inactive Investor,Michael Weissman,Financial Advisor,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",michael.weissman@rbc.com,,Salesforce
9645718,,John Schroder,,,jms3138@protonmail.com,,List import
11041425,Inactive Investor,Tara Bachinsky,Practice Marketing Associate,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",tara.bachinsky@raymondjames.com,,Salesforce
9636167,,Anthony Cassano,,,acassano@spirecapital.com,,List import
11061605,Inactive Investor,David Ritter,Financial Consultant,Thrivent Investment Management Inc. Columbus OH 116 Granville St,dave.ritter@thrivent.com,,Salesforce
11025812,Inactive Investor,Gabriel Korach,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",gkorach@mesirowfinancial.com,,Salesforce
2247732,,rohoto Clinton,,[Unknown],rohotobtc@163.com,,
11183676,Inactive Investor,Kathleen Nyman,,"American Fidelity Securities, Inc.",kathy.nyman@americanfidelity.com,,Salesforce
11239136,Inactive Investor,Scott Chace,,"Cf Global Trading, Llc",scott.chace@cfglobal.com,,Salesforce
10847952,Inactive Investor,Ryan Lewis,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Stillwater MN 270 Main St N,ryan.e.lewis@morganstanley.com,,Salesforce
11123959,Inactive Investor,Barbara Malhoit,Private Wealth Advisor,"Ameriprise Financial Services, LLC Defiance OH 912 E 2nd St",barbara.g.malhoit@ampf.com,,Salesforce
11015726,Inactive Investor,Annette Testa-Young,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",annette.testayoung@nm.com,,Salesforce
11091566,Inactive Investor,Michael Fitzgerald,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,michael.fitzgerald@fmr.com,,Salesforce
11048168,Inactive Investor,Diana Sample,,Key Investment Services LLC,diana.sample@key.com,,Salesforce
11169991,Inactive Investor,John Ruckno,Assistant Vice President;Senior Financial Advisor,LPL Financial LLC Scranton PA 124 S Blakely St,john.ruckno@lpl.com,,Salesforce
11231011,Inactive Investor,Cale Donley,Financial Advisor,LPL Financial LLC Tucson AZ 1647 N Swan Rd,,,Salesforce
9594587,,Nathan Kublank,,,nkublank@aspiriant.com,,List import
9567030,,Jaime Fernandez,,,jaimefernandez23@gmail.com,,List import
11167362,Inactive Investor,Courtney Burke,Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,courtney.burke@morganstanleypwm.com,,Salesforce
11065561,Inactive Investor,Christopher Boyd,Financial Advisor;First Vice President,Morgan Stanley Columbus OH 4449 Easton Way,chris.boyd@morganstanley.com,,Salesforce
173189,,Ben Hofstatter,,[Unknown],benjeff@juno.com,,Organic Search
10603605,,Mark Zarkhin,"Chief Investment Officer, Principal",Jaffa Capital Management LLC,markzarkhin@gmail.com,,List Import
11229906,Inactive Investor,Mason Barnett,Wealth Management Associate,"Smith, Moore & Co.",mbarnett@smithmoore.com,,Salesforce
10996436,Inactive Investor,Bradley Coleman,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",bradley.coleman@nm.com,,Salesforce
11260149,Inactive Investor,Joseph Mazzocchi,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9646472,,Deep Kumar,,,deep.kumar@avmltd.com,,List import
10805477,Inactive Investor,Christopher Annello,Partner;Wealth Manager,"SageBroadview Wealth Management, LLC Burlington MA 2 Burlington Woods Dr",chris@sagebroadview.com,,Salesforce
10823609,Inactive Investor,Kimberly Kletschke,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Sioux City IA 700 4th St",kletschkek@stifel.com,,Salesforce
10976809,Inactive Investor,Sabrina Moore,Investment Advisor,"Disciplined Investors, L.L.C.",sabrina@dinvestors.com,,Salesforce
10901369,Inactive Investor,Leah Bryan,,"Bryspen, Incorporated",,,Salesforce
10767551,Inactive Investor,Anthony Sages,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",anthony.sages@equitable.com,,Salesforce
9621317,,J Higgins,,,jeffsmtn@gmail.com,,List import
10934069,Inactive Investor,Neil Shaltakoff,,J.P. Morgan Securities LLC Darien CT 165 Noroton Ave,neil.shaltakoff@jpmorgan.com,,Salesforce
11260144,Inactive Investor,Rebecca Eggert,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",,,Salesforce
10950908,Inactive Investor,Jazmyn Bencik,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10695778,,Julie Winkler,,Edward Jones,julie.winkler@edwardjones.com,,List Import
11082660,Inactive Investor,Eric Riley,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,eric.riley@gs.com,,Salesforce
10961953,Inactive Investor,Robert Fitzgerald,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,,,Salesforce
10831616,Inactive Investor,Diego Salazar,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",diego.salazar@ml.com,,Salesforce
11217832,,Jason Vrbancic,,,jason.vrbancic@jpmorgan.com,,List Import
11099647,Inactive Investor,Albert Caporaso,Chief Compliance Officer;President;Secretary;Treasurer,"Albert A. Caporaso & Associates, Inc. Wilmington DE 1013 Centre Rd",,,Salesforce
10791723,Inactive Investor,Jon Hauger,Financial Advisor,Edward Jones North Sioux City SD 400 Gold Cir,jon.hauger@edwardjones.com,,Salesforce
11169660,Inactive Investor,Richard Cardinal,Account Executive,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,rcardinal@janney.com,,Salesforce
11004830,Inactive Investor,Jalisa Wilson,,J.P. Morgan Securities LLC Mukilteo WA 3905 Harbour Pointe Blvd SW,jalisa.wilson@jpmorgan.com,,Salesforce
10988494,Inactive Investor,Jeremy Vanderzyl,,"FBL Marketing Services, LLC Gilbert AZ 325 S Higley Rd",jeremy.vanderzyl@fblfinancial.com,,Salesforce
11202696,Inactive Investor,Herbert Glass,Chief Compliance Officer;Chief Executive Officer;Director;President,"Glass Retirement Strategies, Inc.",herbie@glassretirement.com,,Salesforce
10765622,Inactive Investor,Kimberly Maheras,,"Raymond James Financial Services, Inc. Highland MI 2753 S Milford Rd",kimberly.maheras@raymondjames.com,,Salesforce
10966916,Inactive Investor,Sun Yu,,NYLIFE Securities LLC Fort Lee NJ 2125 Center Ave,,,Salesforce
9575603,,George Cvijic,,,gcvijic@westminsterfinancial.com,,List import
11030944,Inactive Investor,Donika Ahmetaj,,Citigroup Global Markets Inc. New York NY 120 Broadway,,,Salesforce
10800698,Inactive Investor,Richard Comstock,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Akron OH 3600 Embassy Pkwy",comstockr@stifel.com,,Salesforce
10909847,Inactive Investor,Christopher McCarthy,,NYLIFE Securities LLC Pittsford NY Private Residence,cmccarthy@ft.newyorklife.com,,Salesforce
11008612,Inactive Investor,Kyle Zappia,,LPL Financial LLC Denver CO 250 Fillmore St,kyle.zappia@lpl.com,,Salesforce
11058405,Inactive Investor,Alexander Frederick,,B. Riley Wealth Management Poughkeepsie NY 3344 Rte 9 N,afrederick@brileywealth.com,,Salesforce
11166188,Inactive Investor,Alexis Giannini,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",alexis.giannini@raymondjames.com,,Salesforce
5976097,,Jens Gren,,,celebrate.life@live.se,,Web Form Fillout
10424708,,HANS PRIESS,,,xmphpx@gmail.com,,Web Form Fillout
218739,,Dimitri Georgoudes,,[Unknown],dimitri.georgoudes@gmail.com,,Direct
9415716,,Ross Anweiler,,The D'Anconia Trust,russ@coralbaymgmt.com,,3rd Party Lead Gen
248799,,Tim Harrington,CEO,BattleFin Group,th@battlefin.com,,Manual List Upload
10933217,Inactive Investor,Jennifer Jennings,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jennifer.jennings@schwab.com,,Salesforce
10890212,Inactive Investor,Daniel Mchugh,,Edward Jones Tinley Park IL 7531 183rd St,dan.mchugh@edwardjones.com,,Salesforce
11009304,Inactive Investor,Wayde Fargotstein,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",f.w@prudential.com,,Salesforce
11139264,Inactive Investor,Elisa Budoff,Financial Advisor,"Ameriprise Financial Services, LLC Cleveland OH 30100 Chagrin Blvd",elisa.budoff@ampf.com,,Salesforce
10603898,,Kenneth Thompson,Chief Executive Officer,TD Private Client Wealth LLC,kenneth.thompson@td.com,,List Import
11124631,Inactive Investor,Spencer Cohen,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",spencer.cohen@nm.com,,Salesforce
10935544,Inactive Investor,Robert Sason,,"Avantax Investment Services, Inc. Painesville OH 9946 Johnnycake Ridge Rd",,,Salesforce
10954926,Inactive Investor,Thomas Villeneuve,Chief Compliance Officer;Investment Advisor;Managing Member;Owner,"Monadnock Retirement Solutions, LLC",tom@monadnockretirement.com,,Salesforce
10780488,Inactive Investor,Steven Thrap,,"Raymond James & Associates, Inc.",steven.thrap@raymondjames.com,,Salesforce
11103219,Inactive Investor,Gregory Myers,Financial Advisor,Edward Jones Pacific MO 210 W Saint Louis St,greg.myers@edwardjones.com,,Salesforce
10658116,,Joseph Miceli,,,joseph.miceli@ceterafs.com,,List Import
10796967,Inactive Investor,Cynthiea Locala,,"Raymond James Financial Services, Inc. Osprey FL 812 Shadow Bay Way",cynthiea.locala@raymondjames.com,,Salesforce
9573152,,Julie Stalla,,,julie.stalla@prudential.com,,List import
187501,,sailaja S,,[Unknown],loginss272@gmail.com,,source
10863187,Inactive Investor,Terri Edwards,Branch Director;Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",terri.o.edwards@rbc.com,,Salesforce
10803519,Inactive Investor,Frank Delli Carpini,Financial Advisor;Managing Director;Senior Portfolio Management Director;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 55 E 52nd St,frank.dellicarpini@morganstanley.com,,Salesforce
221225,,Sue Hobart,,[Unknown],suehob52@yahoo.com,,
10881023,Inactive Investor,Daniel Marcotte,Chief Compliance Officer;Managing Director,"Doxa Advisors, LLC Roseville MN 2780 Snelling Ave N",daniel@doxadv.com,,Salesforce
208578,,Ryan Gay,,First Command Advisory Services,ryan@linkedin.com,,
11161696,Inactive Investor,Nathan Sperry,,"Empower Financial Services, Inc",nathan.sperry@empower.com,,Salesforce
9543693,,Cheuk Wong,,,cheuk.wong@tfaconnect.com,,List import
370537,,Jennifer Katz,,United States,jk743@nyu.edu,,Salesforce
10616170,,Michael Ulaszek,,,mike.ulaszek@edwardjones.com,,List Import
10778735,Inactive Investor,Eugene Mosca,Executive Director,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,eugene.mosca@chase.com,,Salesforce
11136622,Inactive Investor,Ashley Wagner,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",ashley.toppel@nm.com,,Salesforce
11199743,Inactive Investor,Jeffrey James,Financial Advisor,Edward Jones Tulsa OK 3311 S Yale Ave,jeff.james@edwardjones.com,,Salesforce
9592433,,Roshaun Miles,,,roshaun.miles@gmail.com,,List import
11040820,Inactive Investor,Luis Seanez,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,lseanez@primerica.com,,Salesforce
10943198,Inactive Investor,Victoria Page,Financial Advisor,LPL Financial LLC Paris TN 101 N Poplar St,victoria.page@lpl.com,,Salesforce
10908644,Inactive Investor,Richard Darrah,,NYLIFE Securities LLC Corydon IA 203 W Jackson St,redarrah@ft.newyorklife.com,,Salesforce
11121249,Inactive Investor,Gustavo Manzanares,,J.P. Morgan Securities LLC Kenner LA 3540 Williams Blvd,gustavo.m.manzanares@chase.com,,Salesforce
9595246,,A S,,,and2ewsong@gmail.com,,List import
10762526,Inactive Investor,Eric Penna,Associate Manager;Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",eric.penna@ampf.com,,Salesforce
11134520,Inactive Investor,Panther Dewart,,"Wells Fargo Clearing Services, LLC Englewood CO 9350 E Arapahoe Rd",,,Salesforce
10779221,Inactive Investor,Neal Martin,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10810456,Inactive Investor,Paul Leuthold,Associate Vice President;Financial Advisor,Morgan Stanley New York NY 101 Park Ave,paul.leuthold@morganstanley.com,,Salesforce
11102375,Inactive Investor,Katherine Fox,Advisor;Chief Compliance Officer;Founder,Sunnybranch Wealth LLC,katherine@sunnybranchwealth.com,,Salesforce
10791640,Inactive Investor,Keith Tucholski,Director;Senior Financial Consultant,"Hamel Associates, Inc.",,,Salesforce
9617503,,Justin Livingston,,,jlivingston@iopfund.com,,List import
10996485,Inactive Investor,Gavin Dale,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11107768,Inactive Investor,Sandra Conners,Director - Wealth Management;Partner,"Aspiriant, LLC San Diego CA 12481 High Bluff Dr",sconners@aspiriant.com,,Salesforce
9634043,,Henry Wibowo,,,hzwibowo@hotmail.com,,List import
10837304,Inactive Investor,Stuart Honenberger,Wealth Advisor,Commonwealth Financial Network Williamsburg VA 5400 Discovery Park Blvd,shonenberger@commonwealth.com,,Salesforce
6474372,,Robyn Long,,,robynl81@hotmail.com,,Web Form Fillout
11047940,Inactive Investor,Jeffrey Eaton,,State Farm VP Management Corp. Enid OK 1328 N Van Buren St,,,Salesforce
10982068,Inactive Investor,Francis Miller,,Purshe Kaplan Sterling Investments Chesterfield VA 8412 Cypress Pond Ln,,,Salesforce
10914128,Inactive Investor,Nathan McDaniel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Key West FL 3200 Flagler Ave",,,Salesforce
11071568,Inactive Investor,Brian Castellanos,,Country Capital Management Company Richland WA 1955 Jadwin Ave,brian.castellanos@countryfinancial.com,,Salesforce
11134879,Inactive Investor,Casey O'Brien,Investment Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9564149,,Thierno Abdoul Karim Bah,,,kalidoudiallo720@gmail.com,,List import
10922991,Inactive Investor,Evan Jones,Wealth Advisor,"Scharf Investments, LLC",,,Salesforce
10888162,Inactive Investor,Amy Crooks,Financial Advisor,LPL Financial LLC Oregon City OR 365 Warner Milne Rd,,,Salesforce
10852282,Inactive Investor,Cassandra Calhoun,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",cassandra.calhoun@ml.com,,Salesforce
11126155,Inactive Investor,Jeffrey Bailey,Associate Branch Manager;Branch Manager;Senior Vice President - Private Wealth Management,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,jbailey@rwbaird.com,,Salesforce
351855,,Gary Neal,"Director, Lasting Impressions","Pinkerton Retirement Specialists, Llc",goneal@pinkertonretirement.com,800-634-2008,Manual List Upload
10920789,Inactive Investor,Robert Egan,,Cetera Advisors LLC Fairfield NJ 55 Lane Rd,,,Salesforce
10763816,Inactive Investor,Mark Ramsey,Financial Advisor,"Wells Fargo Clearing Services, LLC Cumming GA 1729 Buford Hwy",mark.ramsey@wellsfargo.com,,Salesforce
9580207,,Terrianne Patnode,,,tpatnode@cdr-inc.com,,List import
11209954,Inactive Investor,Hector De Jesus Ramos,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11200351,Inactive Investor,Matthew Haas,Partner;Wealth Advisor,Pegasus Partners,mhaas@pegpartnersltd.com,,Salesforce
11200800,Inactive Investor,John Montgomery,Chief Compliance Officer;Managing Member,"Financial Freedom Advisors, LLC",john@ffadvisorservices.com,,Salesforce
10771230,Inactive Investor,Paul Williams,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",paul1.williams@bofa.com,,Salesforce
9964045,,lorna gentles,,,lanags779@gmail.com,,Web Form Fillout
10771519,Inactive Investor,Douglas Meyer,,"American Portfolios Financial Services, Inc. Ellicott City MD Private Residence",dmeyer@americanportfolios.com,,Salesforce
10971778,Inactive Investor,Jin Wang,,Citigroup Global Markets Inc.,,,Salesforce
10612497,,James Barlow,Financial Advisor,,james.a.barlow@ampf.com,,List Import
11153950,Inactive Investor,Gary Dunagan,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10786547,Inactive Investor,Ernesto Espejo,Financial Advisor,Edward Jones White Plains MD 10665 Stanhaven Pl,ernie.espejo@edwardjones.com,,Salesforce
10931003,Inactive Investor,Christina White,,"Raymond James & Associates, Inc. Johnson City TN 3020 Franklin Ter",christi.white@raymondjames.com,,Salesforce
11037516,Inactive Investor,Sandeep Patel,Wealth Advisor,"Osaic Wealth, Inc. Goshen NY 2354 State Rte 17a",,,Salesforce
10912872,Inactive Investor,Thomas Dosch,,LPL Financial LLC Aberdeen SD 205 6th Ave SE,tom.dosch@lpl.com,,Salesforce
9642551,,Bagus Anugraha,,,bagusanugraha.ba@gmail.com,,List import
10779971,Inactive Investor,Lynn Alvarado,Assistant Vice President;Financial Planning Specialist;Wealth Management Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,lynn.alvarado@morganstanley.com,,Salesforce
9580988,,Robert Cohen,,,bob.cohen@glassjacobson.com,,List import
223772,,Armen Kara,,[Unknown],armenkara@yahoo.com,,Organic Search
10661997,,Chris Boehm,,,cboehm@cressetpartners.com,,List Import
10817229,Inactive Investor,Andrew Schneider,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7077 Northland Cir N",andrew.j.schneider@ampf.com,,Salesforce
10775216,Inactive Investor,Kari Cribbs,Complex Risk Officer;Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,kari.cribbs@morganstanley.com,,Salesforce
10463778,,Robin Leong,,,leongguobin5@gmail.com,,Web Form Fillout
10775377,Inactive Investor,Arthur Perry,Financial Advisor;Senior Vice President,Morgan Stanley Kansas City MO 4520 Main St,art.perry@morganstanley.com,,Salesforce
337993,,Josh Weaver,Associate,"Centeroak Adviser, L.p.",jweaver@centeroakpartners.com,214-301-4201,Manual List Upload
11083041,Inactive Investor,Kimberly Baumgartner,Registered Client Associate,"U.S. Bancorp Advisors, LLC Tacoma WA 1501 Commerce St",kimberly.baumgartner@uboc.com,,Salesforce
9607034,,John Soumi,,,johndds3@gmail.com,,List import
9599061,,Eli Niepoky,,,eli.niepoky@bermancapital.com,,List import
10780408,Inactive Investor,Sandra Stubbs,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",sandra.l.stubbs@ml.com,,Salesforce
10760399,Inactive Investor,Sarah Mitchell,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",blaine_mitchell@ml.com,,Salesforce
10898646,Inactive Investor,Steven Schoger,,"FSI Advisory Group, Inc.",,,Salesforce
235996,, -,,[[Unknown]],peoburns7@gmail.com,,
11150209,Inactive Investor,Allison Daube,Client Service Associate,UBS Financial Services Inc. Canonsburg PA 4000 Town Center Way,allison.daube@ubs.com,,Salesforce
11047129,Inactive Investor,Kara Lilian,Chief Compliance Officer;Senior Vice President;Vice President,"Lynx Investment Advisory, LLC",klilian@lynxinvestment.com,,Salesforce
11100793,Inactive Investor,James Chatelain,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,james.chatelain@fidelity.com,,Salesforce
11011201,Inactive Investor,Anthony Brauner,Branch Manager;Senior Vice President,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,,,Salesforce
11177877,Inactive Investor,Brenda Millhouse-Huebner,Financial Consultant,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
9641878,,Dario Quiros,,,rdquiros@hfmonline.com,,List import
11167049,Inactive Investor,Laurence Fotsch,,Cetera Advisors LLC Fort Collins CO 760 Whalers Way,,,Salesforce
11145919,Inactive Investor,Barry Chung,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",barry.chung@usbank.com,,Salesforce
10988281,Inactive Investor,Cristina Peniche,,"Equitable Advisors, LLC Lynchburg VA 1317 Enterprise Dr",cristina.peniche@equitable.com,,Salesforce
10980448,Inactive Investor,Emory Blackshir,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,emory_blackshir@vanguard.com,,Salesforce
10657832,,Mary Mulcrone,,,mary.mulcrone@lpl.com,,List Import
11018757,Inactive Investor,Michael Codina,,NYLIFE Securities LLC North Sioux City SD 376 W Anchor Dr,mcodina@ft.newyorklife.com,,Salesforce
11121157,Inactive Investor,Alan Ulan,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,alan.h.ulan@morganstanley.com,,Salesforce
11031207,Inactive Investor,Claire Hooe,Financial Advisor,Edward Jones Nevada MO 129 W Cherry St,claire.hooe@edwardjones.com,,Salesforce
10991275,Inactive Investor,Jessica Hillman,Wealth Advisor,Echo Collaborative,jessica@echocollaborative.com,,Salesforce
11178458,Inactive Investor,Hance Myers,,"Northern Trust Securities, Inc. Houston TX 1801 Post Oak Blvd",hance.myers@northerntrust.com,,Salesforce
11096738,Inactive Investor,Anthony Damico,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
10883573,Inactive Investor,Erica Hall,Chief Executive Officer;Manager,"Erica Hall Wealth Advisors, LLC.",erica@ehwealthadvisors.com,,Salesforce
11152993,Inactive Investor,Jodi Jenson,Senior Investment Associate,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",jodi.jenson@rbc.com,,Salesforce
11123405,Inactive Investor,Bradley Smith,Private Client Advisor,J.P. Morgan Securities LLC Laguna Niguel CA 28131 Crown Valley Pkwy,bradley.j.smith@jpmorgan.com,,Salesforce
11028332,Inactive Investor,Chelsea Gatlin,,J.P. Morgan Securities LLC Conroe TX 1320 W Davis St,chelsea.gatlin@jpmorgan.com,,Salesforce
9559320,,Kurt Fauerbach,,,kfauerbach@financialengines.com,,List import
11021771,Inactive Investor,Kyle Roy,Investment Advisor Representative,KPP Advisory Services LLC,,,Salesforce
10874746,Inactive Investor,Nathan Lafrance,,Key Investment Services LLC Queensbury NY 154 Quaker Rd,nlafrance@kisinvestments.com,,Salesforce
193823,,SAM PEURIFOY,DIRECTOR,FLOATING POINT GROUP,sam@floating.group,4176936013,
11148782,Inactive Investor,Jason Wallach,Senior Portfolio Manager;Vice President,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,jason.wallach@td.com,,Salesforce
10831097,Inactive Investor,Jon Skov,Wealth Advisor,Thrivent Investment Management Inc. North Dartmouth MA 86 Faunce Corner Mall Rd,jon.skov@thrivent.com,,Salesforce
11001561,Inactive Investor,Cameron Kopplinger,,"Robinhood Financial, LLC Denver CO 2373 15th St",cameron.kopplinger@robinhood.com,,Salesforce
11126350,Inactive Investor,Meredith Clark,Chief Executive Officer;President,NerdWallet Advisory,,,Salesforce
11060901,Inactive Investor,John Beach,,LPL Financial LLC Lubbock TX 6502 Slide Rd,john.beach@lpl.com,,Salesforce
9587800,,Mike Kellen,,,mkellen@iagwealthpartners.com,,List import
10904647,Inactive Investor,Joshua Mills,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,joshua.mills@fidelity.com,,Salesforce
9541649,,Jianiu Zhang,,,jimmyzhang9888@outlook.com,,List import
10991216,Inactive Investor,Robert King,Chief Compliance Officer;President,King Financial Investments Inc,robert@benniekingcpa.com,,Salesforce
11049491,Inactive Investor,Laura Smith,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",laura.smith2@wellsfargoadvisors.com,,Salesforce
10926400,Inactive Investor,Ronan Cooke,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,ronan.cooke@fidelity.com,,Salesforce
10955312,Inactive Investor,Matthew Lewis,Chief Compliance Officer;Managing Member;Managing Partner;Principal,TechView Wealth Advisors LLC,,,Salesforce
210148,,Filip Bizek,,Oppenheimer,filip.bizek@opco.com,,
9622386,,khouloud sassi,,,khouloudbensassi20@gmail.com,,List import
10945670,Inactive Investor,Christopher Dipietro,Director - Planning,Founders Financial Securities LLC Towson MD 1020 Cromwell Bridge Rd,,,Salesforce
10786162,Inactive Investor,Nicolas Schlosser,Investment Advisor,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
10931266,Inactive Investor,Gabriel Garcia,,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",gabriel.j.garcia@wellsfargo.com,,Salesforce
10972306,Inactive Investor,Fangzhou Liu,,Goldman Sachs & Co.,,,Salesforce
222575,,John Chang,,[Unknown],yong9107@naver.com,,Organic Search
10812661,Inactive Investor,Gary Wargo,,"Cambridge Investment Research, Inc. Clearwater FL 2627 McCormick Dr",,,Salesforce
11209253,Inactive Investor,Kimberly Etchings-Dolce,Vice President,"Principal Securities, Inc.",etchings.kimberly@principal.com,,Salesforce
351245,,Keli Reynolds,IAR Support,"Horter Investment Management, Llc",eli@him-ria.comk,513-984-9933,Manual List Upload
10807130,Inactive Investor,McCarrey Bludworth,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mccarrey.bludworth@fidelity.com,,Salesforce
10898753,Inactive Investor,Dana Specht,Financial Advisor,LPL Financial LLC Dalton Gardens ID Private Residence,dana.specht@lpl.com,,Salesforce
9642808,,Mark Aridgides,,,mark@usaskiing.com,,List import
11128546,Inactive Investor,David Romines,,Vanguard Marketing Corporation,david_romines@vanguard.com,,Salesforce
10861649,Inactive Investor,Alfredo Bocanegra,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",alfredo.bocanegra@ml.com,,Salesforce
9548818,,Brandon Mccambridge,,,brandonmick00@gmail.com,,List import
9616251,,Robin Thompson,VP,Dimensional Fund Advisors,robin.thompson@dimensional.com,,List import
9553756,,Clifton Perry,,,cperry@massmutual.com,,List import
10483382,,chase james,,,chase@paymentusa.com,,Web Form Fillout
10807808,Inactive Investor,Gerardo Olavarrieta,Financial Advisor,Morgan Stanley El Paso TX 303 N Oregon St,gerardo.olavarrieta@morganstanley.com,,Salesforce
10613725,,Angelo Petito,"Financial Advisor, Financial Professional",,apetito@moneyconcepts.com,,List Import
10995000,Inactive Investor,Cary Hise,,"GLP Investment Services, LLC",chise@glpwins.com,,Salesforce
10776665,Inactive Investor,Raymond Clark,Chief Executive Officer;Founder,The Clark Group Asset Management,theclarkgroup@clarkgroupam.com,,Salesforce
11060270,Inactive Investor,Levene LeBlanc-McLean,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
9557319,,raweewut chaiporntakoonkit,,,raweewut@hotmail.com,,List import
11028733,Inactive Investor,Adam Andrews,Financial Advisor;Financial Professional,Money Concepts Capital Corp Wethersfield CT 75 Garden St,aandrews@moneyconcepts.com,,Salesforce
10959630,Inactive Investor,Josh Zuiderhoek,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10826086,Inactive Investor,Christina McGettigan,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",tina.mcgettigan@stifel.com,,Salesforce
9587689,,Neil Lance,,,n.lance@lpl.com,,List import
10812396,Inactive Investor,Michael Lutz,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",mike.lutz@nm.com,,Salesforce
10812879,Inactive Investor,Donna Beck,,PFS Investments Inc. Portage MI 1302 W Milham Ave,donna.beck@primerica.com,,Salesforce
11100976,Inactive Investor,Christopher Herman,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",christopher.herman@wellsfargoadvisors.com,,Salesforce
10974975,Inactive Investor,Phoebe Uribe,Assistant Vice President;Regional Transition Partner,LPL Financial LLC El Cajon CA Private Residence,,,Salesforce
11189450,Inactive Investor,Sandra Lehning,,D.A. Davidson & Co. Everett WA 2825 Colby Ave,slehning@dadco.com,,Salesforce
10822943,Inactive Investor,Bryan Bowles,Financial Advisor,LPL Financial LLC Mount Vernon MO 440 E Mount Vernon Blvd,bryan.bowles@lpl.com,,Salesforce
336054,,Jon Gannon,Portfolio Manager,"Vista Capital Partners, Inc.",jonathan@vistacp.com,503-772-9500,Manual List Upload
54605,,Kyle Marceau,Senior Advisory Consultant,Lincoln Financial Securities Corporation,kyle.marceau@lfg.com,603-226-5000,
10957586,Inactive Investor,Jeremy Papania,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",,,Salesforce
10787404,Inactive Investor,Michael Susini,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",michael.susini@wellsfargoadvisors.com,,Salesforce
9576237,,Michael King,,,michael.king@suntrust.com,,List import
11156415,Inactive Investor,George Hypke,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",george.hypke@nm.com,,Salesforce
10969693,Inactive Investor,Christopher Poisson,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9635689,,Jonathan Schatz,,,jschatz@ehlers-inc.com,,List import
10657444,,Angela Lucania,,,alucania@farmersagent.com,,List Import
11141346,Inactive Investor,Roger Farris,,"Allstate Financial Services, LLC Covington LA 832 E Boston St",rfarris@allstate.com,,Salesforce
11051894,Inactive Investor,Adam Meyers,Advisor,GoTo Financial Westlake Village CA 32030 Wallington Ct,,,Salesforce
10919047,Inactive Investor,Christopher Radliff,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",christopher.radliff@nm.com,,Salesforce
10943328,Inactive Investor,David Foster,Financial Advisor,"Gateway Wealth Management, LLC",david@gatewaywealthstl.com,,Salesforce
10934509,Inactive Investor,Mahesh Mehta,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",mmehta@financialguide.com,,Salesforce
10983373,Inactive Investor,Benjamin Winters,,Fidelity Brokerage Services LLC,,,Salesforce
10787256,Inactive Investor,Tyler Henrichs,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,tyler.henrichs@fidelity.com,,Salesforce
245244,,Elisa Granados-Anderson,Director,Sanctuary Wealth,egranados-anderson@sanctuarywealth.com,305 8822683,Manual List Upload
11147512,Inactive Investor,Brian Ketchabaw,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,brian.ketchabaw@morganstanleypwm.com,,Salesforce
11037758,Inactive Investor,James Harris,Financial Planner,"Allred Capital Management, LLC",andy@allredcapitalmanagement.com,,Salesforce
10904463,Inactive Investor,Naomi Abrams,Senior Client Service Associate,"Raymond James & Associates, Inc.",naomi.abrams@raymondjames.com,,Salesforce
10876551,Inactive Investor,Christina Wolsey,,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",christina.talbott@wellsfargoadvisors.com,,Salesforce
9541143,,Ian Hutagalung,,,ian.hutagalung@lumentum.com,,List import
9617125,,Takrim Hamim,,,takrimnoorhamim333@gmail.com,,List import
10856703,Inactive Investor,Dennis Foegen,Financial Advisor,"Prospera Financial Services, Inc. Tulsa OK 2124 N 33rd West Ave",dennis.foegen@prosperafinancial.com,,Salesforce
311,,,,,larrytaylor@email-seeds.net,,
10967530,Inactive Investor,George Mallini,Chief Investment Officer;Member,Together Planning,,,Salesforce
10931636,Inactive Investor,Yolanda Kernes,Financial Advisor;Wealth Advisor,LPL Financial LLC Oklahoma City OK 14604 Bogert Pkwy,yolie.kernes@lpl.com,,Salesforce
9634590,,Mary Riley,,,mriley@keeneyfinancial.com,,List import
10827788,Inactive Investor,Nicholas Morais,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10812971,Inactive Investor,Sandra Kobel,,"Next Financial Group, Inc. Rochester NY 625 Panorama Trl",,,Salesforce
9619578,,Garrett Cooper,,,cooperinnovativeanalytics@gmail.com,,List import
11019849,Inactive Investor,Jessica Bartello,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",,,Salesforce
11077568,Inactive Investor,Gregory Rosetti,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",gregory.f.rosetti@ml.com,,Salesforce
10612831,,Eric Storberg,Financial Advisor,,eric.p.storberg@ampf.com,,List Import
9623163,,Franklin Burton,,,burtonfranklin95@gmail.com,,List import
11029396,Inactive Investor,Jeremiah Dill,,J.P. Morgan Securities LLC Littleton CO 6900 S University Blvd,jeremiah.dill@jpmorgan.com,,Salesforce
10877410,Inactive Investor,Steven Shinn,Financial Advisor,Edward Jones Atlanta GA 1718 Peachtree St NW,steven.shinn@edwardjones.com,,Salesforce
10777050,Inactive Investor,William Cleary,Consulting Group Analyst,Morgan Stanley Baltimore MD 1201 Wills St,bill.cleary@morganstanley.com,,Salesforce
10814724,Inactive Investor,Kevin Doyle,Financial Advisor,LPL Financial LLC Mechanicsburg PA 1205 Manor Dr,kevin.doyle@lpl.com,,Salesforce
10603883,,William Moreno,"Chief Executive Officer, Chief Financial Officer, Managing Member",Revere Wealth Management LLC,peconic32@aol.com,,List Import
11178647,Inactive Investor,Alexandria Hochstetler,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
371767,,Tina Davis,,TD Managament Group,parisvenice@me.com,,Salesforce
10921924,Inactive Investor,David Reardon,Financial Advisor,Park Avenue Securities LLC Prescott AZ 3623 Crossings Dr,david_reardon@glic.com,,Salesforce
11260591,Inactive Investor,Thomas Rorschach,,"Osaic Wealth, Inc. Tulsa OK 36 E Cameron St",,,Salesforce
10659194,,Arthur Meyers,,,arthur.meyers@primerica.com,,List Import
9574832,,Nicholas Mccue,,,nickmccue94@gmail.com,,List import
10923423,Inactive Investor,Michael Gulker,,Cetera Investment Services LLC San Antonio TX 8000 IH 10 W,,,Salesforce
10758594,Inactive Investor,John Erdmann,Managing Director - Wealth Management;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",jeff_erdmann@ml.com,,Salesforce
10814438,Inactive Investor,George Folias,,The Pinnacle Financial Group,,,Salesforce
1002707,Inactive Investor,Colin Patrick,CFO,Patterson Thoma,colin@pattersonthoma.com, +1 214 978 3833,
11000935,Inactive Investor,Michaela Ruiz,,PFS Investments Inc. Ventura CA 3639 Harbor Blvd,,,Salesforce
9624104,,Charlie Mongoho,,,ciphernet@gmail.com,,List import
9585965,,David Licary,,,david.licary@securitiesamerica.com,,List import
11007871,Inactive Investor,John Elliott,Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11169818,Inactive Investor,Michael Billera-Smith,,"Raymond James Financial Services, Inc. Reading PA 2747 Century Blvd",michael.billera-smith@raymondjames.com,,Salesforce
10821541,Inactive Investor,Wendy Werner,,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",wendy.werner@wellsfargoadvisors.com,,Salesforce
11117456,Inactive Investor,Ashok Eastman,,UBS Financial Services Inc.,ashok.eastman@ubs.com,,Salesforce
9618611,,Michael Stennicke,,,michael@stennicke.com,,List import
11182365,Inactive Investor,Emmanuel Eliason,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Eliason Wealth Management LLC Centennial CO 9200 E Mineral Ave,eeliason@eliasonwealthmanagement.com,,Salesforce
10914700,Inactive Investor,Jeffrey Kanterman,,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",,,Salesforce
10926490,Inactive Investor,Briana Vargas,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,briana.vargas@jpmorgan.com,,Salesforce
339032,,Kent Gilges,Member,"Conservation Resource Partners, Llc",kent.gilges@conservationforestry.net,603-658-0143,Manual List Upload
11169346,Inactive Investor,Kaleigh Hicks,,"Raymond James Financial Services, Inc. Clearwater FL 28050 US Hwy 19 N",kaleigh.hicks@raymondjames.com,,Salesforce
11022596,Inactive Investor,Mark Paskowski,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Solon OH 6211 Som Center Rd",mark.paskowski@usbank.com,,Salesforce
10904652,Inactive Investor,Alexander Fallek,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,alexander.fallek@fidelity.com,,Salesforce
10484992,,Ronald Harrison,President,Planb Tax & Wealth Advisors LLC,rehcpa@firsttaxman.com,,List Import
10786870,Inactive Investor,Joel Shortlidge,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,joel.shortlidge@fidelity.com,,Salesforce
9618014,,David Haynie,,,dhaynie@daltoninvestments.com,,List import
11098618,Inactive Investor,Ryan Jaeger,Branch Manager,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,rjaeger@rwbaird.com,,Salesforce
10965651,Inactive Investor,Robert Willison,,"Parkland Securities, LLC New Albany OH 6525 W Campus Oval",,,Salesforce
10958149,Inactive Investor,Jacob Newsome,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
167509,,Mark Alffred,,[Unknown],malffred@gmail.com,,
11209136,Inactive Investor,Yangyujiao Hu,,"Farmers Financial Solutions, LLC Walnut CA 20410 Yellow Brick Rd",yhu@farmersagent.com,,Salesforce
9632197,,Steve Thompson,,,steve@cabanahome.com,,List import
9634222,,Zack Hubbard,Director of Financial Planning & Participant Engagement,Greenspring Advisors,zack.hubbard@greenspringadvisors.com,,List import
10810739,Inactive Investor,Ryan Connolly,Family Wealth Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,ryan.connolly@morganstanley.com,,Salesforce
11127485,Inactive Investor,Lance Williams,,"Osaic Wealth, Inc. South Pasadena CA 1101 Fremont Ave",,,Salesforce
11159257,Inactive Investor,Michael West,,"Wells Fargo Clearing Services, LLC San Francisco CA 145 W Portal Ave",michael.west2@wellsfargo.com,,Salesforce
10982327,Inactive Investor,Virgie Silas,,PFS Investments Inc. Pontotoc MS 21 Lafayette St,www.vsilas@primerica.com,,Salesforce
10775107,Inactive Investor,Daniel D'Agata,Financial Advisor,"Ameriprise Financial Services, LLC Boston MA 60 State St",daniel.dagata@ampf.com,,Salesforce
11081540,Inactive Investor,Kathryn Higgins,Financial Consultant,"Osaic Wealth, Inc. Fairport NY 6819 Pittsford Palmyra Rd",,,Salesforce
11093804,Inactive Investor,Dianna Parker,,"Osaic FA, Inc. Brandon MS Private Residence",dgparker@lfg.com,,Salesforce
10489497,,Adriel Bonet,"Supervision Principal, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",adriel.bonet@ml.com,,List Import
10805407,Inactive Investor,Melissa Kohler,Financial Advisor,LPL Financial LLC Little Rock AR 2300 Cottondale Ln,melissa.kohler@lpl.com,,Salesforce
11042636,Inactive Investor,Diana Palmer,Advisor;Chief Compliance Officer;President,"Family Financial Planning, LLC",,,Salesforce
9608733,,Zamo tshabalala,,,zamtycoon@gmail.com,,List import
10982374,Inactive Investor,Shanon Hebert,,J.P. Morgan Securities LLC New Orleans LA 950 S Clearview Pkwy,shanon.hebert@chase.com,,Salesforce
10822321,Inactive Investor,Siegfrid Sicangco,,"Sanctuary Securities, Inc. Paramus NJ 115 W Century Rd",ssicangco@sanctuarywealth.com,,Salesforce
11084530,Inactive Investor,Rae Schoenberg,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",rae.schoenberg@ml.com,,Salesforce
9546313,,Veerain Kumarr,,,vkg@homcorp.com,,List import
11026430,Inactive Investor,Jason Cooper,Research Analyst,"Annex Wealth Management, LLC",jcooper@annexwealth.com,,Salesforce
11194446,Inactive Investor,Stacey Eddie,,State Farm VP Management Corp. Storm Lake IA 323 W Milwaukee Ave,,,Salesforce
11181022,Inactive Investor,Michael Castro Carvalho,,Innovation Partners LLC,,,Salesforce
10839767,Inactive Investor,David Anzicek,Private Client Advisor,J.P. Morgan Securities LLC Findlay OH 500 S Main St,david.h.anzicek@jpmorgan.com,,Salesforce
215935,,Paul Deane,,United States,pd1989@yahoo.com,,
9626362,,Deepak Manocha,,,deepakmanocha33@gmail.com,,List import
11208029,Inactive Investor,James Moore,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Hillsborough NJ Private Residence,,,Salesforce
10828201,Inactive Investor,Sharon Moscoso,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,sharon.moscoso@morganstanley.com,,Salesforce
9594636,,Anamika Madan,,,amadan@financialengines.com,,List import
10932765,Inactive Investor,Daniel Johnston,Private Wealth Advisor,"Osaic FA, Inc. Oxnard CA 300 E Esplanade Dr",daniel.johnston@lfg.com,,Salesforce
10656768,,Anastasios Liosatos,,,taso.liosatos@raymondjames.com,,List Import
10961167,Inactive Investor,Kiran Jones,,"RBC Capital Markets, LLC",,,Salesforce
9598277,,Andrew Williams,,,andrew@petixbotte.com,,List import
10798001,Inactive Investor,David Mitchell,Vice President - Investments,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",,,Salesforce
10899579,Inactive Investor,Roxana Ahmadifard,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,roxana.ahmadifard@fmr.com,,Salesforce
11064100,Inactive Investor,Robert Blanco,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11091332,Inactive Investor,Philip Barb,Financial Advisor,Edward Jones Orono ME 28 Main St,philip.barb@edwardjones.com,,Salesforce
11137388,Inactive Investor,Lauren Gilkenson,Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,lauren.gilkenson@morganstanley.com,,Salesforce
10786503,Inactive Investor,Christopher Rossberg,Financial Advisor,"Raymond James & Associates, Inc. Palos Verdes Peninsula CA 608 Silver Spur Rd",chris.rossberg@raymondjames.com,,Salesforce
11004329,Inactive Investor,Andrew Bunkers,Financial Representative,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,,,Salesforce
10956689,Inactive Investor,Andrew Rieger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11034546,Inactive Investor,Denise Murphy,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,denise.murphy@primerica.com,,Salesforce
10658018,,Mark Mirczuk,,,mark.mirczuk@countryfinancial.com,,List Import
246103,,Not Provided,,BioThink Inc,denice.basnett@gmail.com,,Manual List Upload
9567701,,phillip george,,,phillip.george@btinternet.com,,List import
11182107,Inactive Investor,Darin Lucas,Chief Executive Officer;Managing Partner;Owner,"Aegis Wealth Management, Inc.",darin@aegisfinancial.com,,Salesforce
9541244,,Michelle Petock,,,mlp@datum9.capital,,List import
10838664,Inactive Investor,John Jackson,,NYLIFE Securities LLC Corpus Christi TX 5350 S Staples St,jjackson@eaglestrategies.com,,Salesforce
10795681,Inactive Investor,Christopher Tucker,Financial Advisor,"Wells Fargo Clearing Services, LLC Toledo OH 7335 Crossleigh Ct",christopher.p.tucker@wellsfargoadvisors.com,,Salesforce
11015883,Inactive Investor,Scott Shull,Financial Advisor,Edward Jones Winona MN 102 Walnut St,scott.shull@edwardjones.com,,Salesforce
10819191,Inactive Investor,Nicole Nelson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nicole.nelson@fmr.com,,Salesforce
11130304,Inactive Investor,John Keane,Lending Advisor,Morgan Stanley,,,Salesforce
10615204,,Thomas Bourke,"Financial Advisor, Financial Planning Specialist, Vice President",,thomas.k.bourke@morganstanley.com,,List Import
3742757,,Khanchit Lohhem,,Aax,lohhemk@gmail.com, +66641402489,Web Form Fillout
234658,, -,,[[Unknown]],rickyhalls@hotmail.com,,Paid Social
9610900,,Yijun Xiao,,,yijun.m.xiao@gmail.com,,List import
10765233,Inactive Investor,Edward Grissom,Financial Advisor,Edward Jones Saint Cloud FL 2521 13th St,cleve.grissom@edwardjones.com,,Salesforce
234723,, -,,[[Unknown]],jozek1954@yahoo.com,,
239041,,Muhammad Ishaque,,Pakistan,mi.onlineinvest@gmail.com,,
10985221,Inactive Investor,Timothy Terry,Investment Advisor Representative,Crane Investment Group,,,Salesforce
11043805,Inactive Investor,Jason Bernier,Advisor Associate,Neuberger Berman BD LLC,jason.bernier@nb.com,,Salesforce
10929096,Inactive Investor,Robert McKnight,,"Level Four Financial, LLC Nacogdoches TX 1407 N University Dr",,,Salesforce
9566639,,Kyle Smith,,,kyle.smith@usw.salvationarmy.org,,List import
9638409,,John Shaloo,,,jshaloo@ua322funds.org,,List import
10930309,Inactive Investor,Cynthia Do,,"Farmers Financial Solutions, LLC Puyallup WA 2819 E Main",,,Salesforce
10611319,,Christopher Conto,"Managing Director, Wealth Management Advisor",,christopher_conto@ml.com,,List Import
10914705,Inactive Investor,Anthony Boniello,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
10997712,Inactive Investor,Joann Newhouse,,Cetera Investment Services LLC,,,Salesforce
10892633,Inactive Investor,Gary Richmond,,Sigma Financial Corporation Troy MI 2265 Livernois Rd,garyrichmond@sigmarep.com,,Salesforce
11062130,Inactive Investor,Bria Gilbert,,LPL Financial LLC Chester CT 47 Main St,bria.gilbert@lpl.com,,Salesforce
9589140,,Michael Quarno,,,heliocentric21@hotmail.com,,List import
11124250,Inactive Investor,Timothy Duffy,,"Raymond James Financial Services, Inc. Seattle WA 4739 44th Ave SW",timothy.duffy@raymondjames.com,,Salesforce
10831931,Inactive Investor,Cathy Reed,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",cathy_reed@ml.com,,Salesforce
10646367,,James Cleary,,,james.cleary@mfin.com,,List Import
10846834,Inactive Investor,Jessica Velazquez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jessica.velazquez@fidelity.com,,Salesforce
10964589,Inactive Investor,Jeremy Ball,,"First Command Brokerage Services, Inc. Annapolis MD 121 Cathedral St",jiball@firstcommand.com,,Salesforce
9615106,,Dickson Ayodejiq,,,dicksondeji7@gmail.com,,List import
11109035,Inactive Investor,Andre Johnson,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,andre.johnson@primerica.com,,Salesforce
10773382,Inactive Investor,John Gallagher,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",john_j_gallagher@ml.com,,Salesforce
9543221,,Darryl Richardson,,,drichardson@ayco.com,,List import
11238677,Inactive Investor,Kyle Wright,,Mangrove Equity Partners,kwright@mangroveequity.com,,Salesforce
11067331,Inactive Investor,Charles Curtin,,"Osaic Wealth, Inc. Valencia CA 29208 Via Estancia",,,Salesforce
10762555,Inactive Investor,James Miller,Financial Advisor,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,jamie.miller@ubs.com,,Salesforce
10758697,Inactive Investor,David Remey,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",,,Salesforce
11128753,Inactive Investor,Aaron Hoff,,"J.W. Cole Financial, Inc. Tomball TX 994 Village Square Dr",,,Salesforce
10920194,Inactive Investor,Matthew Weibler,,Commonwealth Financial Network Lewiston ID 508 8th St,mweibler@commonwealth.com,,Salesforce
10864851,Inactive Investor,Karla Brown,,"ICA Group Wealth Management, LLC Bismarck ND Private Residence",karla.brown@icadvisorgroup.com,,Salesforce
9573016,,Hank Morris,,,hnkmrrs@aol.com,,List import
10830849,Inactive Investor,Rankin Rawlings,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",revel.rawlings@wellsfargoadvisors.com,,Salesforce
11033901,Inactive Investor,Tracy Rollins,,"FBL Marketing Services, LLC Coldwater KS 101 E Main St",tracy.rollins@fblfinancial.com,,Salesforce
11128693,Inactive Investor,Philip Gundy,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",philip.gundy@wellsfargoadvisors.com,,Salesforce
11091091,Inactive Investor,Mark Boshoven,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",mark.boshoven@rbc.com,,Salesforce
10981057,Inactive Investor,Shanell Jeffrey,Chief Operations Officer;Regulatory Contact,Commonwealth Financial Services,shanell.jeffrey@cfswv.com,,Salesforce
346426,,Gregory Richter,"Chief Executive Officer, Co-head Of Structured Credit & Asset Finance, Partner, Manager & Member Of General Partner",Medalist Partners Lp,grichter@medalistpartners.com,212-493-4477,Manual List Upload
10865041,Inactive Investor,Jesse Clinton,,Snowden Account Services LLC,jclinton@snowdenlane.com,,Salesforce
10946904,Inactive Investor,Lewis Young,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
10795063,Inactive Investor,Mark Scott,Chief Compliance Officer;Chief Operating Officer;Co-Founder;Compliance Officer;Managing Principal;Principal,"A.G. Campbell Advisory, LLC",,,Salesforce
11053355,Inactive Investor,Bradley Noval,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",bnoval@ampf.com,,Salesforce
10897503,Inactive Investor,Kevin Dunbaugh,Financial Advisor,Edward Jones Colorado Springs CO 7836 N Academy Blvd,kevin.dunbaugh@edwardjones.com,,Salesforce
10960173,Inactive Investor,Richard Park,,"The Strategic Financial Alliance, Inc. Ewa Beach HI Private Residence",rpark@thesfa.net,,Salesforce
11048707,Inactive Investor,Josefine Cays,Partner;Senior Advisor,Bridgewater Advisors Inc.,jtcays@bridgewateradv.com,,Salesforce
10982377,Inactive Investor,Ryan Hosegood,Vice President;Wealth Advisor,Lido,rhosegood@lidoadvisors.com,,Salesforce
10905860,Inactive Investor,Ibun Ando,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Morgan Hill CA 17590 Monterey St",ibun.ando@wellsfargoadvisors.com,,Salesforce
10821041,Inactive Investor,Leanne Myers,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",leanne_myers@ml.com,,Salesforce
209054,,Jim Purtle,,[Unknown],jhpurtle@gmail.com,,Organic Search
11175475,Inactive Investor,Brian Meyer,Financial Advisor,"Ameriprise Financial Services, LLC Middletown OH 1047 Summitt Dr",brian.d.meyer@ampf.com,,Salesforce
10986692,Inactive Investor,Ryan Mulcahy,Portfolio Manager,Robert W. Baird & Co. Incorporated,,,Salesforce
11118549,Inactive Investor,James Larsen,,"Avantax Investment Services, Inc. Laguna Niguel CA 28202 Cabot Rd",,,Salesforce
11254511,Inactive Investor,Brian Koch,,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",,,Salesforce
10611825,,Stephen Bohan,"Investment Advisor Representative, Owner",,sebohan@comcast.net,,List Import
10927890,Inactive Investor,Christopher Cudeyro,Investment Advisor,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,christopher.cudeyro@jpmorgan.com,,Salesforce
11127126,Inactive Investor,Stephen Kolodziej,,Cetera Advisor Networks LLC Frankfort IL 10061 W Lincoln Hwy,,,Salesforce
10997509,Inactive Investor,Jordan Shinsky,Financial Advisor,"Semmax Financial Advisors, Inc.",jordan@semmax.com,,Salesforce
9634687,,Luke Dinges,,,ldinges@prophetequity.com,,List import
9633336,,li qiu,,,qlxlqw5@126.com,,List import
10616982,,Christopher Sutherland,,,chris.sutherland@lpl.com,,List Import
226897,, -,,[[Unknown]],jokrawec@telus.net,,Organic Search
11146650,Inactive Investor,Milton Bynum,Financial Advisor;Financial Planning Specialist,Morgan Stanley Houston TX 2800 Post Oak Blvd,milton.bynum@morganstanley.com,,Salesforce
10934027,Inactive Investor,Strawford Dees,,MAG CAP,hale.dees@magcapadvisors.com,,Salesforce
11150788,Inactive Investor,Steven Hamblin,,"Centaurus Financial, Inc. Clearfield UT 1366 Legend Hills Dr",,,Salesforce
10877564,Inactive Investor,Debra Wachter,Financial Advisor,"Concourse Financial Group Securities, Inc. Harrisonburg VA 1675 Virginia Ave",debra.wachter@concoursefinancial.com,,Salesforce
11103296,Inactive Investor,Mark Still,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11181231,Inactive Investor,Quyen Chung,Financial Advisor;Vice President,Morgan Stanley Richmond VA 901 E Byrd St,quyen.chung@morganstanley.com,,Salesforce
228867,,Dekirchner -,,Dekirchner [[Unknown]],dekirchnerfelix@gmail.com,,
11184639,Inactive Investor,Joseph Ditorrice,,NYLIFE Securities LLC New Brunswick NJ 120 Albany St,jditorrice@ft.newyorklife.com,,Salesforce
2154477,,Brendan Winkler,,,brendanwinkler@gmail.com,,
11161992,Inactive Investor,Ryan Brandt,,Aura Wealth Advisors LLC,,,Salesforce
9545726,,Brienne Dylewski,,,brienned@at-pw.com,,List import
9627109,,Ali fathi,,,afathi736@gmail.com,,List import
217384,,Emmanuel Villarreal,,[Unknown],emmanuel.villarreal@protonmail.com,,
11121839,Inactive Investor,Jeff Harms,,"FBL Marketing Services, LLC Johnson KS 209 S Main",jeff.harms@fbfs.com,,Salesforce
10488432,,David Lucas,Chief Compliance Officer,Texas Capital Bank Private Wealth Advisors,david.lucas@texascapitalbank.com,,List Import
11056697,Inactive Investor,Jeffrey Ellis,,State Farm VP Management Corp. San Antonio TX 16350 Blanco Rd,jeff.ellis.ngi0@statefarm.com,,Salesforce
10774503,Inactive Investor,Kristina Owsley,Team Administrator,UBS Financial Services Inc. Boise ID 1161 W River St,kristina.owsley@ubs.com,,Salesforce
10833073,Inactive Investor,David Manke,Financial Advisor,Robert W. Baird & Co. Incorporated Madison WI 1 S Pinckney St,dmanke@rwbaird.com,,Salesforce
10984438,Inactive Investor,Laura Joseph,,PFS Investments Inc. Aberdeen MD 125 S Philadelphia Blvd,ljoseph@primerica.com,,Salesforce
11077677,Inactive Investor,Ryan Garcia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10926644,Inactive Investor,Emily Labbe,,Goldman Sachs & Co.,,,Salesforce
11171498,Inactive Investor,Jacqueline Walls,,Edward Jones Baton Rouge LA 13702 Coursey Blvd,,,Salesforce
346889,,David Farsai,Vice President,Mainsail Partners,david@mainsailpartners.com,512-772-2260,Manual List Upload
11255338,Inactive Investor,Anna-Maria Astor,Associate Wealth Advisor,"Henrickson Nauta Wealth Advisors, Inc.",,,Salesforce
11136201,Inactive Investor,Frances Aboushousha,Private Wealth Relationship Manager;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 260 Forbes Ave",frances.aboushousha@ml.com,,Salesforce
9637881,,Elizabeth Banks,,,ebanks@arnoldfoundation.org,,List import
9543107,,Misbakhul kirom Misbah,,,misbakhulkirom555@gmail.com,,List import
11009269,Inactive Investor,Sandra Partida,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
9556952,,Gaylen Fong,,,g.fong@fi.com,,List import
11162616,Inactive Investor,Beatriz Romero,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
352035,,Imaru Casanova,Investment Teams,Van Eck Absolute Return Advisers Corp.,icasanova@vaneck.com,212-293-2000,Manual List Upload
11034747,Inactive Investor,Wylonda Surles,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,wylonda_surles@vanguard.com,,Salesforce
9643361,,Mayur Odedra,,,isitmayur@gmail.com,,List import
10788123,Inactive Investor,Matthew Roddy,Executive Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,matthew.m.roddy@jpmorgan.com,,Salesforce
10779876,Inactive Investor,Scott Sage,,"Osaic FS, Inc. San Clemente CA Private Residence",,,Salesforce
10997512,Inactive Investor,Connor Zimmer,Investment Advisor Representative,Rooted Wealth Advisors Denver CO 4600 S Syracuse St,connor@rootedretirement.com,,Salesforce
11082385,Inactive Investor,Natosha Duboise,,D.A. Davidson & Co. Coeur D Alene ID 608 Northwest Blvd,,,Salesforce
10938089,Inactive Investor,Fred Busler,Financial Coach;Managing Member;Partner,"Augulis Financial Firm, L.L.C.",fred@augulisfinancialfirm.com,,Salesforce
9586015,,majones228@yahoo.com Jones,,,majones228@yahoo.com,,List import
10855322,Inactive Investor,Michael Brooks,Chief Compliance Officer;Chief Wealth Strategist;Founder;Investment Advisor,Sentara Capital,michael@sentaracapital.com,,Salesforce
11016562,Inactive Investor,Bradley Porter,Senior Vice President;Senior Wealth Advisor,Compound Planning Highlands Ranch CO Private Residence,bradley.porter@atomifinancial.com,,Salesforce
10963585,Inactive Investor,Joel Lopez,,"Wells Fargo Clearing Services, LLC Fairfax VA 11781 Lee Jackson Memorial Hwy",,,Salesforce
10827034,Inactive Investor,Alicja Plonska,Branch Manager;Director;Financial Advisor;Lending Specialist;Senior Vice President,Morgan Stanley Morrisville PA 777 Township Line Rd,alicja.plonska@morganstanley.com,,Salesforce
11118515,Inactive Investor,Kieiki Pouha,,PFS Investments Inc. Rexburg ID 343 E 4th N,kieiki.pouha@primerica.com,,Salesforce
11170665,Inactive Investor,Kelsey Meadows,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",kelsey.meadows@nm.com,,Salesforce
10915019,Inactive Investor,William Wittler,,"Ameritas Investment Company, LLC Syracuse NE 1120 Locust St",wwittler@ameritas.com,,Salesforce
10833529,Inactive Investor,Grace Yung,Financial Advisor,LPL Financial LLC Houston TX 3355 W Alabama St,grace.yung@lpl.com,,Salesforce
11188579,Inactive Investor,Jason Fannon,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",jason.fannon@schwab.com,,Salesforce
10770598,Inactive Investor,Natalie Young,Director;Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
10883746,Inactive Investor,Alexander Corriere,Investment Advisor,empiriKal Partners LLC Evanston WY Private Residence,alex@empirikalpartners.com,,Salesforce
10976301,Inactive Investor,Howard Burke,,"Equitable Advisors, LLC Cumming GA 5955 Pkwy North Blvd",cuinn.burke@equitable.com,,Salesforce
10874659,Inactive Investor,Marissa Day,Sales Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",marissa.day@raymondjames.com,,Salesforce
9572294,,Sascha Pleasant,,,sascha.pleasant@surveyor-capital.com,,List import
11208479,Inactive Investor,Jacob Young,,"Raymond James Financial Services, Inc. Bowling Green KY 313 E 10th Ave",,,Salesforce
10776961,Inactive Investor,Peter Caplan,,Commonwealth Financial Network Foxboro MA Private Residence,pcaplan@cfnmail.com,,Salesforce
10946275,Inactive Investor,Susan Lim-Herlyn,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,susan.lim-herlyn@jpmorgan.com,,Salesforce
9623536,, Andrei Hoilau,,,8173672@gmail.com,,List import
11125295,Inactive Investor,Ryan Prendergast,,"Allstate Financial Services, LLC Michigan City IN 1812 E US Hwy 20",rprendergast@allstate.com,,Salesforce
11018550,Inactive Investor,Scott Schuster,Managing Partner;Partner,Creative Planning Oak Brook IL 1515 W 22nd St,scott.schuster@creativeplanning.com,,Salesforce
9579291,,Greg Burpo,,,greg@firstamericanfa.com,,List import
9643600,,Liz Selkirk,,,cryptoselkirk@gmail.com,,List import
10813850,Inactive Investor,Marc Garron,,"Raymond James & Associates, Inc.",marc.garron@raymondjames.com,,Salesforce
235366,, -,,[[Unknown]],hberube@comcast.net,,
11146453,Inactive Investor,Shane Jenkins,,"Hantz Financial Services, Inc. Mount Pleasant MI 2185 E Pickard Rd",shane.jenkins@hantzgroup.com,,Salesforce
10816102,Inactive Investor,Mathew Tong,,J.P. Morgan Securities LLC San Francisco CA 301 Clement St,mathew.tong@jpmorgan.com,,Salesforce
9619677,,SeongSul Park,,,tjdtnf3689@naver.com,,List import
10892634,Inactive Investor,Rosemary Stevens,Financial Professional,PlanMember Securities Corporation Lakewood WA 10209 Bridgeport Way SW,rstevens@planmembersec.com,,Salesforce
11087720,Inactive Investor,Connor Mcelroy,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",connor.mcelroy@prudential.com,,Salesforce
175545,,Daren Wells,Chief Investment Officer,[Unknown],dwells@granitelp.com, +1 239 403 9110,Database Upload
11052103,Inactive Investor,Joseph Karcic,Assistant Vice President;Relationship Manager,Citigroup Global Markets Inc. Woodside NY 5131 Northern Blvd,joseph.karcic@citi.com,,Salesforce
10895840,Inactive Investor,James Reed,,LPL Financial LLC Sewickley PA 2412 Rochester Rd,james.reed@lpl.com,,Salesforce
10874400,Inactive Investor,Timothy Brown,,"Farmers Financial Solutions, LLC Tucson AZ 131 E Speedway Blvd",tbrown5@farmersagent.com,,Salesforce
11149437,Inactive Investor,Douglas Gates,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",doug.gates@raymondjames.com,,Salesforce
10510156,,Ben Haffner,"Director, Business Development",AXS Investments,bhaffner@axsinvestments.com,,List Import
10789149,Inactive Investor,Christopher Faris,,"Avantax Investment Services, Inc. Costa Mesa CA 1503 S Coast Dr",,,Salesforce
9595703,,James Barnard,,,jbarnard@hightoweradvisors.com,,List import
10795389,Inactive Investor,Noel Hodges,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Paramus NJ 115 W Century Rd,nhodges@rockco.com,,Salesforce
9622541,,Charles West,,,cjwest182@icloud.com,,List import
10775634,Inactive Investor,John Tekavec,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",,,Salesforce
10878737,Inactive Investor,Paul Matthews,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,paulmatthews@jpmorgan.com,,Salesforce
11199504,Inactive Investor,Kimberly Bannwarth,Chief Compliance Officer;Vice President,Releve Financial Group,,,Salesforce
5809349,,Ebilite Chidiuto,,,cebilite@gmail.com,,Web Form Fillout
10875261,Inactive Investor,John Kent,Financial Advisor;Financial Planner,Compass Advisory Partners LLC Clarksville TN 1820 Memorial Dr,,,Salesforce
11116560,Inactive Investor,Sofia Bonito,,Goldman Sachs & Co.,,,Salesforce
10969256,Inactive Investor,Joseph Merkle,Private Client Advisor,Connectus Wealth Dallas TX 4514 Cole Ave,jmerkle@connectuswealth.com,,Salesforce
10977545,Inactive Investor,Lucas Driaza,Account Executive,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11204799,Inactive Investor,Dennis Shoemaker,,LPL Financial LLC Beloit KS 201 S Mill St,dennis.shoemaker@lpl.com,,Salesforce
10852158,Inactive Investor,Michael Greene,,"Avantax Investment Services, Inc. Whiteville NC 251 Washington St",,,Salesforce
10899499,Inactive Investor,Victor Boltniew,,"Capital Retirement Planning, LLC Cleveland TN 1510 Stuart Rd NE",,,Salesforce
9560575,,Shannon Johnson,,,shannon.johnson@53.com,,List import
6014774,,poik yuio,,,xisiraj568@dewareff.com,,Web Form Fillout
9608989,,Ken Roden,,,krodendph@yahoo.com,,List import
9633056,,Matthew Emerich,,,matt@capitalendurancegroup.com,,List import
9564522,,Pra Yudi,,,yudiyudiaja68@gmail.com,,List import
2145249,Inactive Investor,gongyi zhu,,TBD,elvinw89@gmail.com, +86 17898806163,
10965416,Inactive Investor,Brianna Paledino,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 5470 Clark Rd",brianna.paledino@ml.com,,Salesforce
10930158,Inactive Investor,Michael Partnow,,"Independent Financial Group, LLC",,,Salesforce
11207471,Inactive Investor,Genevieve Pelczarski,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",gena_pelczarski@ml.com,,Salesforce
11042224,Inactive Investor,Russell Johnson,,"Raymond James & Associates, Inc. Eatontown NJ 766 Shrewsbury Ave",,,Salesforce
11020761,Inactive Investor,Julie Jones,,GWN Securities Inc. Salisbury MD 106 Circle Ave,jjones@gwnsecurities.com,,Salesforce
10924341,Inactive Investor,Justin Tolton,Managing Partner;Member,"Tolton Asset Management, LLC",service@toltonam.com,,Salesforce
11106721,Inactive Investor,Michelle Petruolo,Senior Relationship Manager,Triangle Wealth Management,mpetruolo@trianglesecurities.com,,Salesforce
11037836,Inactive Investor,Joseph Shaneyfelt,,J.P. Morgan Securities LLC Sugar Land TX 2410 Hwy 6,joseph.shaneyfelt@jpmorgan.com,,Salesforce
10860293,Inactive Investor,Peter Seelig,,LPL Financial LLC Portland OR Private Residence,peter.seelig@lpl.com,,Salesforce
9558295,,Michael Shean,,,mshean@massmutual.com,,List import
10878645,Inactive Investor,Jeffrey Moore,,"Grove Point Investments, LLC New Bedford MA 47 N 2nd St",,,Salesforce
341847,,Randolph Mcmenamin,"Portfolio Manager, Managing Director","Tufton Capital Management, Llc",randy@tuftoncapital.com,410-400-8500,Manual List Upload
9581803,,Charles Carvell,,,ccarvell@fairoakscap.com,,List import
11206140,Inactive Investor,Salvatore Petetti,Financial Advisor,LPL Financial LLC Las Vegas NV 9480 S Eastern Ave,sam.petetti@lpl.com,,Salesforce
10794504,Inactive Investor,Wayne Randall,Executive Partner;President;Regulatory Contact,"Rainey & Randall Investment Management, Inc.",wayne@raineyrandall.com,,Salesforce
10854316,Inactive Investor,Ashlee Dunagan,,JDL Securities Corporation,ashlee@jdlsecurities.com,,Salesforce
11221893,,Daniel Dziekciowski,,,ddziekciowski@wealthenhancement.com,,List Import
11012329,Inactive Investor,Katherine Waller,,"VALIC Financial Advisors, Inc. Pulaski VA Private Residence",katherine.waller@valic.com,,Salesforce
10783250,Inactive Investor,Daniel Babai,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Santa Barbara CA 20 E Carrillo St",daniel.babai@uboc.com,,Salesforce
11190727,Inactive Investor,Shane McCormick,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,shane.mccormick@lpl.com,,Salesforce
9580890,,Jason Moore,,,jmoore@brinkercapital.com,,List import
11071759,Inactive Investor,Alicia Spevak,,"Cambridge Investment Research, Inc. Fayetteville NY 7207 E Genesee St",,,Salesforce
11112158,Inactive Investor,Gretchen Trevaskis,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10955031,Inactive Investor,Joel Ubri-Cardona,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11041850,Inactive Investor,Jonathan Maier,,Fort Point Capital Partners LLC,,,Salesforce
10824331,Inactive Investor,Virginia Price,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",pricev@wellsfargo.com,,Salesforce
9562271,,Brian Stamp,,,brian.stamp@pnc.com,,List import
10987785,Inactive Investor,Joseph Landing,Branch Manager;Vice President,"Raymond James & Associates, Inc. Mount Pleasant SC 28 Bridgeside Blvd",joseph.landing@raymondjames.com,,Salesforce
28120,,Ryan Van Geons,Senior VP Sales,iCapital Network,ryan@icapitalnetwork.com,,
9571364,,Elliot Wittlin,,,ewittlin@nokota.com,,List import
9618205,,Kevin Slemp,,,kevin@sequoiaheritage.com,,List import
10784747,Inactive Investor,Eric Aiello,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",eric.aiello@ml.com,,Salesforce
11211019,Inactive Investor,Lee Johnson,Financial Associate,Thrivent Investment Management Inc. Muskego WI W188S7820 Racine Ave,lee.johnson@thrivent.com,,Salesforce
11023728,Inactive Investor,Rory Furlani,,"Raymond James & Associates, Inc.",rory.furlani@raymondjames.com,,Salesforce
10904932,Inactive Investor,Daniel Mackey,,LPL Financial LLC Pittsburgh PA 300 Mount Lebanon Blvd,daniel.mackey@lpl.com,,Salesforce
11082032,Inactive Investor,Ryan Sawyer,Chief Compliance Officer;Manager;Owner,Viewpoint Capital Management,ryan@viewpointcapitalllc.com,,Salesforce
10810607,Inactive Investor,Eric Morson,Financial Advisor,"Equitable Advisors, LLC Stamford CT Private Residence",eric.morson@equitable.com,,Salesforce
11088327,Inactive Investor,Michael Wolfe,,"Mutual of Omaha Investor Services, Inc. Phoenix AZ 3200 E Camelback Rd",michael.wolfe@mutualofomaha.com,,Salesforce
10852382,Inactive Investor,Charles Schapira,,"Ameriprise Financial Services, LLC South Dennis MA 76 Airline Rd # 78",charles.d.schapira@ampf.com,,Salesforce
10849188,Inactive Investor,Jennifer McKinnon,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",,,Salesforce
1002251,Inactive Investor,Lee Herzog,"Vice President, Investments",Brooklyn NY Holdings,lherzog@brooklynnyholdings.com, +1 212 310 6900,
10868829,Inactive Investor,Thomas Bosch,Member;Partner,"West Michigan Advisors, LLC",tom.bosch@westmichiganadvisors.com,,Salesforce
10780182,Inactive Investor,Helen Delisi,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,helen.delisi@fidelity.com,,Salesforce
9614068,,alireza shahriar,,,ali978_978@yahoo.com,,List import
10813674,Inactive Investor,Manuel Aponte,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",manny.aponte@wellsfargoadvisors.com,,Salesforce
10852504,Inactive Investor,How Khong,Chief Operating Officer;Director,Capstan LLC,ling@capstanglobal.com,,Salesforce
9542205,,Stephanie Tusi,,,stusi@friedmanllp.com,,List import
10613956,,Zoran Vaz,Financial Advisor,,zoran.vaz@wellsfargoadvisors.com,,List Import
11137580,Inactive Investor,Charles Isaacs,Senior Vice President - Investments,"Raymond James & Associates, Inc. Woodland Hills CA 6320 Canoga Ave",charles.isaacs@raymondjames.com,,Salesforce
10886870,Inactive Investor,Afshin Zarkoub,Chief Executive Officer;Owner;President,AZM Financial Foster CA Private Residence,,,Salesforce
9647740,,Bob Sullivan,,,bob.sullivan@lplfinancial.com,,List import
10859273,Inactive Investor,Chad Frandson,Financial Advisor,"Advanced Advisor Group, LLC",,,Salesforce
11016106,Inactive Investor,Andrew Sutherland,,LPL Financial LLC Hamilton AL 361 Military St S,andrew.sutherland@lpl.com,,Salesforce
9596041,,Mark Sprtel,,,msprtel@sbw-invest.com,,List Import
10618677,,Howard Nixon,,,hnixon@ironfinancial.com,,List import
11000980,Inactive Investor,Nathaniel Clark,,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",nathaniel.clark@prudential.com,,Salesforce
10756751,Inactive Investor,Hunter Burton,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",hunter.burton@wellsfargoadvisors.com,,Salesforce
11238549,Inactive Investor,David Cusimano,,Accel-kkr,dcusimano@accel-kkr.com,,Salesforce
10920144,Inactive Investor,Charles McNamara,,LPL Financial LLC Doylestown PA 515 N Main St,,,Salesforce
11105896,Inactive Investor,Mark Melichar,,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,mark.melichar@ms.com,,Salesforce
11162529,Inactive Investor,James Zhou,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jyzhou@ft.newyorklife.com,,Salesforce
10436015,,Ankit Yadav Ankit Yadav,,,ay1903040@gmail.com,,Web Form Fillout
344126,,Wayne Erwin,"Partner, Portfolio Manager","Councilmark Asset Management, Llc",werwin@councilmark.com,865-330-2525,Manual List Upload
11217614,,Andrew Morris,,,andrew.morris@jpmorgan.com,,Other
9558380,,Tu Le,,,tle1117@hotmail.com,,List import
226703,, -,,[[Unknown]],paolo.montanaro@ifo-sa.ch,,Initial Salesforce Import
11026824,Inactive Investor,James Baxendale,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,james_baxendale@vanguard.com,,Salesforce
10622548,Inactive Investor,Chris Cook,,"Merrill Lynch 39577 Woodward Ave. Bloomfield Hills, MI",chris.cook2@ml.com,2486457172,Salesforce
10902540,Inactive Investor,Frank Milito,Financial Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,frank_milito@glic.com,,Salesforce
227153,, -,,[Unknown],bbells5@verizon.net,,
11013752,Inactive Investor,Pravin Shyam Raikhanghar,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,pravin-shyam.raikhanghar@jpmorgan.com,,Salesforce
11163222,Inactive Investor,William Scott,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,wscott@rwbaird.com,,Salesforce
10825319,Inactive Investor,Sean Donovan,Chief Compliance Officer;President,"Delta Financial Group, Inc.",,,Salesforce
11101023,Inactive Investor,Margaret Nelson,,State Farm VP Management Corp. Stewartville MN 203 Main St N,,,Salesforce
10990722,Inactive Investor,Pamela Russell,,"Equity Services, Inc. Middletown DE 651 N Broad St",prussell@nationallife.com,,Salesforce
11149328,Inactive Investor,Martin Truax,Managing Director - Investments,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",martin.truax@raymondjames.com,,Salesforce
10765845,Inactive Investor,Darren Savikas,Financial Advisor;Vice President,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,darren.savikas@morganstanley.com,,Salesforce
11204563,Inactive Investor,Mohammed Ansari,,"Raymond James Financial Services, Inc. Boca Raton FL 301 NE 51st St",mohammed.ansari@raymondjames.com,,Salesforce
10613481,,Daniel Collins,"Financial Advisor, Senior Vice President - Wealth Management",,daniel.collins@ubs.com,,List Import
9552678,,ANKUR GOEL,,,ankurkumargoel@ymail.com,,List import
10772254,Inactive Investor,Karol Turner,Financial Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",karol.x.turner@ampf.com,,Salesforce
11174176,Inactive Investor,Alex Paul,Chief Compliance Officer,ArchPoint Investors Coral Gables FL 121 Alhambra Plz,apaul@archpointinvestors.com,,Salesforce
11088323,Inactive Investor,Colin Denney,,Lincoln Investment Land O Lakes FL 2660 Stonewood Park Loop,cdenney@lincolninvestment.com,,Salesforce
9583056,,Michael Daniels,,,daniels700col@gmail.com,,List import
10792588,Inactive Investor,Brian Carr,,"Raymond James Financial Services, Inc. Tampa FL 3010 W Azeele St",brian.carr@raymondjames.com,,Salesforce
9633145,,Yong Kim,,,yongkim@tembusupartners.com,,List import
11082096,Inactive Investor,Leslie Dow,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
11156980,Inactive Investor,Farrell Griswold,Founder;Managing Member;Wealth Advisor,"Aspire Wealth Advisors, LLC",farrell@aspire-wealthadvisors.com,,Salesforce
10934258,Inactive Investor,Rory Macdonald,Client Advisor,"Mission Wealth Management, LP San Diego CA 8880 Rio San Diego Dr",,,Salesforce
11000420,Inactive Investor,Jay Depolo,,"Allstate Financial Services, LLC Mount Vernon OH 502 Coshocton Ave",jaydepolo@allstate.com,,Salesforce
11028100,Inactive Investor,Alexander Armbruster,Portfolio Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11116812,Inactive Investor,Jose Da Cruz,,"International Assets Advisory, LLC Stamford CT 263 Tresser Blvd",jdacruz@iaac.com,,Salesforce
10981257,Inactive Investor,Moshe Armoza,,J.P. Morgan Securities LLC Miami FL 1790 NE Miami Gardens Dr,moshe.armoza@chase.com,,Salesforce
10845688,Inactive Investor,Daniel Elliott,,Lincoln Investment Waterford MI 3990 W Walton Blvd,delliott@lincolninvestment.com,,Salesforce
9625834,,Chris Yedreyeski,,BNY,chris.yedreyeski@bnymellon.com,,List import
9549966,,William Corcoran,,,terry@teewinotfunds.com,,List import
11038125,Inactive Investor,Luis Lopez,,J.P. Morgan Securities LLC Gilbert AZ 802 N Gilbert Rd,luis.lopez@jpmorgan.com,,Salesforce
10867771,Inactive Investor,Roy Brown,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",roy.brown@nm.com,,Salesforce
185421,,Christophet Ladd,,[Unknown],kristopher.ladd@gmail.com,,source
9570218,,Steeve Delva,,,m0n3yyhungryy@gmail.com,,List import
10486703,,John Wilkinson,,Wedbush Securities Inc.,john.wilkinson@wedbush.com,,List Import
10785785,Inactive Investor,David Armstrong,Chief Compliance Officer;Co-Founder;Managing Member;President,Monument Wealth Management,david.armstrong@monumentwm.com,,Salesforce
65521,,Omar Hernandez,,"MML Investors Services, LLC",ohernandez@financialguide.com,210-308-0248,
10770774,Inactive Investor,Matthew Cooley,,GuideStone Financial Services,matthew.cooley@guidestone.org,,Salesforce
10840809,Inactive Investor,Tonya Alonzo,Chief Operating Officer,First Affirmative Financial Network LLC,amythacker@firstaffirmative.com,,Salesforce
10506136,,Tim McGuire,Owner,McGuire Financial Solutions,tim@mcguirefinancialsolutions.com,724-837-0158,List import
171052,,Harry Xi,,[Unknown],harryxi567@gmail.com,,Organic Search
152102,,Amitava Chatterjee,,[Unknown],achatterjee@ibvpl.net,,
10909510,Inactive Investor,John Harter,,"Grove Point Investments, LLC Towson MD Private Residence",jharter@hbeckinc.com,,Salesforce
10840711,Inactive Investor,Joel Miller,,LPL Financial LLC Omaha NE 11819 Miracle Hills Dr,joel.miller@lpl.com,,Salesforce
10837373,Inactive Investor,Creg Matthews,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",creg.matthews@wellsfargoadvisors.com,,Salesforce
11058640,Inactive Investor,Matthew Crowder,Financial Consultant,LPL Financial LLC Kingsport TN 201 S Wilcox Dr,matthew.crowder@lpl.com,,Salesforce
10853220,Inactive Investor,Matthew Borasch,Associate Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 4207 W Bay to Bay Blvd",matthew.l.borasch@ampf.com,,Salesforce
194565,,Michael Gordon,,[Unknown],mvgordon@gmail.com,,source
11001964,Inactive Investor,Phillip Barnwell,,"Horace Mann Investors, Inc. Knoxville TN 212 S Peters Rd",phillip.barnwell@horacemann.com,,Salesforce
10836610,Inactive Investor,Richard Swithers,Financial Advisor,"Pruco Securities, LLC. Sarasota FL 3403 Magic Oak Ln",rich.swithers@prudential.com,,Salesforce
10779359,Inactive Investor,Bruce Redpath,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",bruce.redpath@rbc.com,,Salesforce
6858558,,Aly Ali akbar,,,mdalyullahmdalyullah@gmail.com,,Web Form Fillout
10646532,,Glenn Westfall,,,glenn.westfall@primerica.com,,List Import
9547655,,Ryan DeMattia,,,rd@coindexcap.com,,List import
9629541,,Albion Mak,,,albion.mak@hotmail.com,,List import
10489110,,Stephen Dault,Financial Advisor,LPL Financial LLC Plano TX 318 W Fm 544,steve.dault@lpl.com,972-633-0001,List Import
11135819,Inactive Investor,Joseph Berst,Financial Advisor,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",joseph.berst@equitable.com,,Salesforce
10874256,Inactive Investor,Robert Blethen,Client Service Associate,UBS Financial Services Inc. Burbank CA 4421 W Riverside Dr,robert.blethenii@ubs.com,,Salesforce
11060473,Inactive Investor,Melissa Newell,Financial Advisor,Edward Jones Lakewood WA 7424 Bridgeport Way W,melissa.newell@edwardjones.com,,Salesforce
7445772,,Edison Ting,,,ting.edison@gmail.com,,Web Form Fillout
11092873,Inactive Investor,Laurence Herman,,"The Leaders Group, Inc.",laurence@leadersgroup.net,,Salesforce
10908360,Inactive Investor,David Omeri,Premier Banker,"Wells Fargo Clearing Services, LLC Southbury CT 229 Main St S",,,Salesforce
10903919,Inactive Investor,Gary Medrano,,"Farmers Financial Solutions, LLC Glendora CA 355 W Foothill Blvd",gmedrano@farmersagent.com,,Salesforce
9613923,,Eric Miller,,,mhcincorp@gmail.com,,List import
11147157,Inactive Investor,Graham Bell,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 834 State St",graham.bell@bofa.com,,Salesforce
11049862,Inactive Investor,Elizabeth Bates,Senior Manager,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",elizabeth.bates@raymondjames.com,,Salesforce
341313,,Isabel Satra,Chief Financial Officer,"Kopernik Global Investors, Llc",isatra@kopernikglobal.com,813-314-6100,Manual List Upload
10948299,Inactive Investor,Hany Boutros,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,hany.boutros@jpmorgan.com,,Salesforce
10936819,Inactive Investor,Amanda Dimeolo,,"Equitable Advisors, LLC Chardon OH Private Residence",amanda.dimeolo@equitable.com,,Salesforce
351783,,Giovanni Fantini,"Associate, London",Ta Associates,gfantini@ta.com,617-574-6700,Manual List Upload
11025664,Inactive Investor,Corey Mcbride,,"Bankers Life Securities, Inc. Milwaukee WI 2448 S 102nd St",,,Salesforce
10901401,Inactive Investor,Christian Barnett,Financial Advisor;Financial Planner,LPL Financial LLC Jacksonville FL 4530 Saint Johns Ave,christian.m.barnett@lpl.com,,Salesforce
11180898,Inactive Investor,Evan Perets,Financial Advisor,"Pruco Securities, LLC. Lancaster PA 1601 Oregon Pike",evan.perets@prudential.com,,Salesforce
9552038,,Jeffrey Wheeler,,,jeff.wheeler@voya.com,,List import
9549348,,Enang Saepuloh,,,nanangsaepuloh66@gmail.com,,List import
11075756,Inactive Investor,Mitchell Hassenbein,Business Development Manager;Managing Director - Investments,Oppenheimer & Co. Inc. Jericho NY 2 Jericho Plz,mitchell.hassenbein@opco.com,,Salesforce
11104806,Inactive Investor,Lauro Teung,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",lauro.teung@equitable.com,,Salesforce
10966664,Inactive Investor,Adam Smith,,Morgan Stanley Salt Lake City UT 60 E South Temple,,,Salesforce
11201660,Inactive Investor,David Reeves,,"Hornor, Townsend & Kent, LLC Saint Louis MO 10825 Watson Rd",dreeves@htk.com,,Salesforce
9637866,,Peter Ragnarsson,,,peter.ragnarsson@pri.se,,List import
340780,,Mark Wilson,Associate,Branson Fowlkes & Co Inc,mwilson@bransonfowlkes.com,713-780-0606,Manual List Upload
11061957,Inactive Investor,Cameron Ogden,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,cameron.ogden@jpmorgan.com,,Salesforce
10909898,Inactive Investor,Cory Dawkins,Founder;Senior Partner,"Elite Wealth Partners, LLC",cdawkins@elitewealthpartners.com,,Salesforce
11015673,Inactive Investor,Sara Labraaten,,State Farm VP Management Corp. Bemidji MN 700 Bemidji Ave N,saralabraaten@statefarm.com,,Salesforce
11204023,Inactive Investor,Thaddeus Toal,Chief Compliance Officer;Managing Member,"RCS Financial Planning, LLC",ted@rcsplanning.com,,Salesforce
10982225,Inactive Investor,Amanda Stelman,,"Sanford C. Bernstein & Co., LLC Boston MA 53 State St",amanda.stelman@bernstein.com,,Salesforce
163394,,Joel Heilpern,,[Unknown],ji.heilpern@gmail.com,,Paid Social
10801555,Inactive Investor,Scott Fischer,,"Northwestern Mutual Investment Services, LLC Polo IL 108 E Mason St",scott.fischer@nm.com,,Salesforce
11192306,Inactive Investor,Deborah Hogate,Chief Compliance Officer,Grant Koehler & Levin Ltd.,,,Salesforce
9575076,,Deltra Hayes,,,deltra.hayes@voya.com,,List import
10929830,Inactive Investor,Durward Mullen,,"Cambridge Investment Research, Inc. Austin TX 4718 Duval St",,,Salesforce
11085615,Inactive Investor,Maria Castellano,,Cetera Advisor Networks LLC Leander TX Private Residence,castellanom@ceteranetworks.com,,Salesforce
10949343,Inactive Investor,Xiao Lu Jiang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc.",lulu.jiang@schwab.com,,Salesforce
10973399,Inactive Investor,Danielle Gregory,Senior Wealth Advisor,Albion Financial Group,dgregory@albionfinancial.com,,Salesforce
11174282,Inactive Investor,Chris Wymer,,LPL Financial LLC Leawood KS 12405 Beverly St,chris.wymer@lpl.com,,Salesforce
10855521,Inactive Investor,Anthony D'Alessandro,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11197170,Inactive Investor,Garret Venetta,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Columbus OH 1 Easton Oval",garret.venetta@wellsfargoadvisors.com,,Salesforce
11008068,Inactive Investor,Antonio Bale,Financial Advisor,"MML Investors Services, LLC Honolulu HI 1001 Bishop St",abale@financialguide.com,,Salesforce
10648292,,David Owens,,,dave@maiawealth.com,,List Import
10829441,Inactive Investor,Ruth Saada,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11090577,Inactive Investor,Calley Evans,,J.P. Morgan Securities LLC Orlando FL 13824 Narcoossee Rd,calley.evans@jpmorgan.com,,Salesforce
9593699,,Rebecca Cioban,,,rcioban@symmetrypartners.com,,List import
335562,,Steven Macy,Limited Partner,Tgm Associates L.p.,smacy@tgmassociates.com,212-830-9300,Manual List Upload
11109183,Inactive Investor,Lowell Wilson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lowell_wilson@vanguard.com,,Salesforce
10828960,Inactive Investor,Marcus Sarnecki,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11083757,Inactive Investor,Frances Cinardi,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",fran.cinardi@tfaconnect.com,,Salesforce
11159325,Inactive Investor,Chad Montoya,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,chad.montoya@fidelity.com,,Salesforce
11110297,Inactive Investor,Yong Liu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9563473,,Mike E.,,,travellingdeveloper@yahoo.com,,List import
10795841,Inactive Investor,Brian Soon,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",brian_soon@ml.com,,Salesforce
10769662,Inactive Investor,Andrew Todd,Financial Professional,"MML Investors Services, LLC Reno NV 730 Sandhill Rd",atodd@financialguide.com,,Salesforce
9564022,,Edward Wight,,,ewight@massmutual.com,,List import
11208435,Inactive Investor,Flonnoya Franklin,,Cabot Lodge Securities LLC Canfield OH 3660 Starrs Centre Dr,,,Salesforce
11207443,Inactive Investor,Craig Wolpert,Chief Compliance Officer;Chief Investment Officer;Managing Director;Wealth Advisor,"Thurston Hall Investment Research, LLC",,,Salesforce
11063261,Inactive Investor,James Stoops,First Vice President - Investments,"Raymond James & Associates, Inc. Traverse City MI 13818 S West Bay Shore Dr",jim.stoops@raymondjames.com,,Salesforce
11073534,Inactive Investor,Richard Britt,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Birmingham AL 5376 Hwy 280",richard.britt@wellsfargo.com,,Salesforce
220596,,Charlotte Gist,Financial Planner,Lincoln Financial Advisors Corporation,charlotte.gist@lfg.com,913-451-1505,
11192714,Inactive Investor,Glenn Beltran,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,glenn.beltran@jpmorgan.com,,Salesforce
9634772,,Earle Hollister,,,ehollister@stgermaininvestments.com,,List import
350160,,Bill Borders,Partner,"Landmark Financial Advisors, Llc",bborders@landmarkfa.com,270-782-9222,Manual List Upload
9616932,,Hamid Hosseini,,,h2a2zllc@gmail.com,,List import
11254789,Inactive Investor,Jared Scheunemann,Owner,"Osaic Wealth, Inc. Wisconsin Rapids WI Private Residence",,,Salesforce
10976487,Inactive Investor,Alyssa Miller,,"Raymond James & Associates, Inc. Lincoln NE 8700 Executive Woods Dr",alyssa.millertindall@raymondjames.com,,Salesforce
11128006,Inactive Investor,Nicholas Thies,,"Farmers Financial Solutions, LLC Waverly IA 221 W Bremer Ave",nthies@farmersagent.com,,Salesforce
10853506,Inactive Investor,John Williams,,"Raymond James Financial Services, Inc. Jackson MS 4785 Old Canton Rd",john.williams@raymondjames.com,,Salesforce
11100729,Inactive Investor,Todd Hogue,,"Raymond James Financial Services, Inc. Mooresville NC 107 N Main St",todd.hogue@raymondjames.com,,Salesforce
11116201,Inactive Investor,Salvatore Demalia,,Fidelity Brokerage Services LLC,,,Salesforce
11233406,Inactive Investor,Meng Jin,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,mjin@ft.newyorklife.com,,Salesforce
11053239,Inactive Investor,Paul Snitzer,Chief Compliance Officer;General Counsel,Prudent Management Associates Philadelphia PA 1735 Market St,psnitzer@prudentmanagement.com,,Salesforce
11036101,Inactive Investor,Guofeng Xu,Chief Operating Officer,FengCapital LLC,,,Salesforce
11127287,Inactive Investor,John Connors,,"Osaic Wealth, Inc. Charlton MA Private Residence",,,Salesforce
11193145,Inactive Investor,Stephanie Bundy,,J.P. Morgan Securities LLC Granville OH 136 Broadway E,stephanie.r.bundy@chase.com,,Salesforce
10955624,Inactive Investor,William Hatton,Chief Compliance Officer;Financial Planner;Owner,Billfold Budget Counseling,,,Salesforce
10895168,Inactive Investor,Donald Hannahs,,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",donald.hannahs@lfg.com,,Salesforce
10760618,Inactive Investor,Timothy Collins,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,timothy.collins@fmr.com,,Salesforce
10830910,Inactive Investor,Michael Brady,Financial Advisor,LPL Financial LLC Broomall PA 780 Park Way,michael.brady@lpl.com,,Salesforce
11184434,Inactive Investor,Kenneth Miller,,PFS Investments Inc. Quakertown PA 101 E Mill St,kenneth.miller@primerica.com,,Salesforce
10658121,,Charles Callahan,,,ccallahan@rothschildinv.com,,List import
10767557,Inactive Investor,Marc Collier,Senior Financial Advisor,Commonwealth Financial Network Burlington MA 1 Van de Graaff Dr,mcollier@commonwealth.com,,Salesforce
11136424,Inactive Investor,Sandra Evans,,"LaSalle St Securities, L.L.C. Carrollton IL 315 6th St",sevans@lasallest.com,,Salesforce
10935086,Inactive Investor,Michael Davis,,NYLIFE Securities LLC Leominster MA 975 Merriam Ave,mdavis2@ft.newyorklife.com,,Salesforce
11178767,Inactive Investor,Frank Hobson,,"Wells Fargo Advisors Financial Network, LLC",frank.hobson@wellsfargoadvisors.com,,Salesforce
11162347,Inactive Investor,Jonathan Pearl,Financial Planner,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",jonathan.pearl@prudential.com,,Salesforce
9618172,,Dave Donohue,,,ddonohue@bamfunds.com,,List import
11108587,Inactive Investor,Garrett Gunn,,"Raymond James Financial Services, Inc. Big Spring TX 110 W 3rd St",garrett.gunn@raymondjames.com,,Salesforce
10851706,Inactive Investor,Adam Srmek,Financial Advisor,"Ameriprise Financial Services, LLC Portage MI 7130 S Westnedge Ave",aj.srmek@ampf.com,,Salesforce
10798614,Inactive Investor,Steven Lawrence,,NYLIFE Securities LLC Victor NY 209 High Point Dr,sflawrence@ft.newyorklife.com,,Salesforce
10466819,,Vasilia Kratsios,,,vasilia@integral.xyz,,Web Form Fillout
10985384,Inactive Investor,Dustin Hiser,,"Allstate Financial Services, LLC Champaign IL 604 S Neil St",dustinhiser@allstate.com,,Salesforce
10935925,Inactive Investor,Derrick Morton,,"Cambridge Investment Research, Inc. Edmond OK 501 E 15th St",,,Salesforce
11092164,Inactive Investor,David Kuga,,PlanMember Securities Corporation Campbell CA 901 Campisi Way,,,Salesforce
10997632,Inactive Investor,Brian Cheatham,Chief Operating Officer,"Diamond Client Group, LLC Spring TX 9595 Six Pines Dr",brian@diamondclientgroup.com,,Salesforce
10659293,,Latoya Bowen,,,lidleburg@primerica.com,,List Import
10531745,,Samuel Wong,Sales Rep,Investia Financial Services Inc.,swong.swong@gmail.com,4167372521,List Import
11073669,Inactive Investor,Susan Mulvehill,Customer Service Associate,Morgan Stanley Melville NY 58 S Service Rd,susan.mulvehill@morganstanley.com,,Salesforce
11193826,Inactive Investor,Brian Mengel,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10980145,Inactive Investor,Christopher Lavelle,,Thurston Springer Financial,clavelle@thurstonspringer.com,,Salesforce
10908126,Inactive Investor,William Porter,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,liam.porter.mqqp@statefarm.com,,Salesforce
202885,,Keld Schreven,,KR1,keld@kr1.io,,
10856130,Inactive Investor,Charisse Hunter,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,charisse.j.hunter.glqh@statefarm.com,,Salesforce
10857344,Inactive Investor,Jeremy Doyle,Assistant Vice President,LPL Financial LLC,,,Salesforce
10986341,Inactive Investor,Elias Gutierrez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10934013,Inactive Investor,Scott Bryant,Financial Advisor,PNC Investments Palm Desert CA 72625 Hwy 111,scott.bryant@pnc.com,,Salesforce
11146684,Inactive Investor,Lauren Chacinski,Client Associate;Portfolio Associate,Morgan Stanley Rochester NY 300 Linden Oaks,lauren.wojciechowski@morganstanley.com,,Salesforce
10989320,Inactive Investor,Benjamin Long,Senior Financial Advisor,49 Financial Dallas TX 14555 Dallas Pkwy,benjamin.long@49financial.com,,Salesforce
10779408,Inactive Investor,Frank Weckenman,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,fweckenmanjr@janney.com,,Salesforce
11067926,Inactive Investor,Nigel Taylor,Owner,Taylor & Associates,nigel@protectassets.com,,Salesforce
10823620,Inactive Investor,Christopher Hardt,Financial Advisor,Edward Jones Westlake Village CA 2629 Townsgate Rd,chris.hardt@edwardjones.com,,Salesforce
11120892,Inactive Investor,William Sample,Associate Financial Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 334 3rd St",william.sample@ampf.com,,Salesforce
11193372,Inactive Investor,Joseph Dittoe,,"Fortune Financial Services, Inc. Beachwood OH 24400 Chagrin Blvd",,,Salesforce
72981,,Eric Jostrom,"Chairman, Chief Investment Officer, Trustee","Ipswich Investment Management Company, Inc",ejostrom@ipswichinvestment.com,,
3626986,,Tim Jurka,,,timjurka@gmail.com,6508620493,Web Form Fillout
11112341,Inactive Investor,Diego Munozledo,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
101884,,mark mossoni,,N/A,mmossoni@gmail.com,13038888137,
11180795,Inactive Investor,Richard Rousseau,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",richard.g.rousseau@wellsfargoadvisors.com,,Salesforce
11069659,Inactive Investor,Kerri Jamison,,Newbridge Securities Corporation Mesa AZ 2266 S Dobson Rd,kjamison@newbridgesecurities.com,,Salesforce
11046791,Inactive Investor,Phillip Marrett,,"MML Investors Services, LLC Daytona Beach FL 1673 Mason Ave",pmarrett@financialguide.com,,Salesforce
10831567,Inactive Investor,Bryce Baldwin,Financial Advisor,LPL Financial LLC Salt Lake City UT Private Residence,bryce.baldwin@lpl.com,,Salesforce
9611146,,MICHELLE GARCIA,,,michelle.g1520@gmail.com,,List import
9632235,,Joseph Kish,,,shf930@yahoo.com,,List import
11086368,Inactive Investor,Paul Etienne,,NYLIFE Securities LLC Manchester NH 1155 Elm St,peetienne@ft.newyorklife.com,,Salesforce
10845210,Inactive Investor,Charles Chase,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,wade.chase.nt2f@statefarm.com,,Salesforce
11019529,Inactive Investor,Nathan Krantz,Advisor;Investment Advisor Representative,"The Wright Legacy Group, LLC",,,Salesforce
230261,, -,,[[Unknown]],pdthomson46@gmail.com,,Organic Search
10981541,Inactive Investor,Benjamin Bird,Associate Financial Advisor,"Ameriprise Financial Services, LLC Sandy UT 8915 S 700 E",benjamin.s.bird@ampf.com,,Salesforce
343808,,Wendy Zhu,Managing Director,Alpinvest Partners B.v.,wendy.zhu@alpinvest.com,312-054-07575,Manual List Upload
11047215,Inactive Investor,Dezzarae Arce,Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,dezz.arce@morganstanley.com,,Salesforce
10827594,Inactive Investor,Thomas Stewart,,LPL Financial LLC Florence KY Private Residence,thomas.stewart@lpl.com,,Salesforce
11159174,Inactive Investor,John Landis,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,jflandis@ft.newyorklife.com,,Salesforce
10874461,Inactive Investor,Grant Skelton,,"American Fidelity Securities, Inc.",grant.skelton@af-group.com,,Salesforce
10869089,Inactive Investor,Luis Cruz,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10891674,Inactive Investor,Maya Dahab,Private Client Advisor,J.P. Morgan Securities LLC Kansas City MO 7701 State Line Rd,maya.m.dahab@jpmorgan.com,,Salesforce
10912395,Inactive Investor,Anthony Lavarda,,"World Equity Group, Inc. Naperville IL Private Residence",alavarda@weg1.com,,Salesforce
10760790,Inactive Investor,Steve Apostolopoulos,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",steve.apostolopoulos@wellsfargoadvisors.com,,Salesforce
11192934,Inactive Investor,Hillary Ferrante,Director,Morgan Stanley Boston MA 28 State St,hillary.ferrante@morganstanley.com,,Salesforce
9580501,,Ahmet SARIC,,,ahmet@sarics.fr,,List import
10987068,Inactive Investor,John Kevan,Advisor,Mission Trails Financial San Diego CA 591 Camino De La Reina,,,Salesforce
11230046,Inactive Investor,Erik Burns,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
10782812,Inactive Investor,Robert Greer,,"Crews & Associates, Inc.",rgreer@crewsfs.com,,Salesforce
11062876,Inactive Investor,Jason Warpool,Financial Planner,"Thoroughbred Financial Services, LLC",jwarpool@thoroughbredfinancial.com,,Salesforce
10989464,Inactive Investor,Marc Eppinger,,Cascade Financial Strategies Bend OR 243 SW Scalehouse Loop,marc@cascadefs.com,,Salesforce
9567917,,Thomas Morris,,,tjmorriss@gmail.com,,List import
11015220,Inactive Investor,Stephanie Schindel,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",stephanie.schindel@nm.com,,Salesforce
338406,,Naim Mokadmini,,[Unknown],naim@mindsincommo.com,,Event
10924566,Inactive Investor,Matthew Walker,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Member,Fortitude Family Office,matt@fortitudefo.com,,Salesforce
11124162,Inactive Investor,Brandon Pederson,,"Northwestern Mutual Investment Services, LLC Cape Girardeau MO 1307 N Mount Auburn Rd",brandon.pederson@nm.com,,Salesforce
11003828,Inactive Investor,Brittney Ruhd,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",,,Salesforce
11054784,Inactive Investor,Jonathan Osowski,,PFS Investments Inc. Englewood CO 6565 S Dayton St,josowski@primerica.com,,Salesforce
11096635,Inactive Investor,Bryan Bogen,,Cetera Advisor Networks LLC Hamden CT 2525 Whitney Ave,,,Salesforce
244545,,Kristen Winther,COO,Magnifi,kristen.winther@magnifi.com,16464172761,Manual List Upload
9632093,,David Caldwell,,,david.caldwell2@comcast.net,,List import
11075343,Inactive Investor,Matthew Ozuna,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
9589632,,dale mason,,,starbucksdale@hotmail.com,,List import
246303,,Not Provided,,PwC,danjohns99@gmail.com,,Manual List Upload
10839911,Inactive Investor,Paul Tortorella,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
10992170,Inactive Investor,Bethany Landis,Partner;Principal;Senior Financial Advisor,Wescott Financial Advisory Group LLC,blandis@wescott.com,,Salesforce
10912873,Inactive Investor,William Rhett,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",rhettw@stifel.com,,Salesforce
10849891,Inactive Investor,Chad Schut,,Cetera Advisors LLC Portage MI 268 E Kilgore Rd,,,Salesforce
10900032,Inactive Investor,Kiisha Braquet,,"Cullen Investment Group, Ltd. Crowley LA 521 SW Court Cir",kiisha@cullenonline.com,,Salesforce
10813067,Inactive Investor,Xay Thao,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 3000 Fernbrook Ln N",xay.thao@wellsfargoadvisors.com,,Salesforce
11048289,Inactive Investor,Judith McCarthy,Senior Client Service Associate,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,judith.mccarthy@ubs.com,,Salesforce
10836609,Inactive Investor,Gail Sokol,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Melville NY 400 Broadhollow Rd",,,Salesforce
9635697,,Susannah Vukosa,,,svukosa@thepresidiogroup.com,,List import
10861200,Inactive Investor,William Wallace,Financial Advisor,Edward Jones Madison AL Private Residence,brad.wallace@edwardjones.com,,Salesforce
10647019,,Lisa Lo,,,lol@stifel.com,,List Import
10838127,Inactive Investor,Vanessa Levan,,"Raymond James Financial Services, Inc. Urbana IL 201 W Main St",vanessa.levan@raymondjames.com,,Salesforce
10761144,Inactive Investor,Rebecca Nicholson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",r_nicholson@ml.com,,Salesforce
4174789,,Nicholas Coubrough,,,nicholascou@hotmail.com,3056137129,Web Form Fillout
11208300,Inactive Investor,Brian McDonald,Investment Consultant;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",brian.mcdonald@tiaa.org,,Salesforce
9550859,,Jeffrey Hires,,,jeffrey.hires@surveyor-capital.com,,List import
229303,, -,,[[Unknown]],efrain@jadorelove.com,,
10852490,Inactive Investor,Kenneth Stafford,,PFS Investments Inc. Owasso OK 14601 E 88th Pl N,kenneth.stafford@primerica.com,,Salesforce
11088693,Inactive Investor,Grace Pulley,,"Northwestern Mutual Investment Services, LLC Jackson TN 81 Stonebridge Blvd",grace.pulley@nm.com,,Salesforce
10917867,Inactive Investor,Michael McKean,,Infinity Financial Services,mmckean@8financial.com,,Salesforce
11073268,Inactive Investor,Davis Thompson,Chief Executive Officer;Investment Advisor;President,"Thompson & Thompson Investment Advisors, Inc.",,,Salesforce
10992998,Inactive Investor,Duncan Faris,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",duncan.faris@nm.com,,Salesforce
9546201,,Gregory Lopez,,,gnlopez1@outlook.com,,List import
10696417,,Jeff Gearhart,,"Oyster Consulting, LLC",jeff.gearhart@oysterllc.com,,List Import
10927191,Inactive Investor,Richard Peckio,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
10934295,Inactive Investor,Zaina Bankwalla,Financial Advisor,"MML Investors Services, LLC Fairfax VA 3975 Fair Ridge Dr",zbankwalla@financialguide.com,,Salesforce
10953720,Inactive Investor,Gina Ferri,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,gina.ferri@fmr.com,,Salesforce
10766354,Inactive Investor,Paul Donahue,Financial Advisor,Edward Jones Castle Rock CO 514 Wilcox St,,,Salesforce
10912660,Inactive Investor,Marc Nicolay,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;President,"Halcyon Wealth Management, LLC",,,Salesforce
11076499,Inactive Investor,John Tyner,Founder;President,"Semmax Financial Advisors, Inc.",robintyner@semmax.com,,Salesforce
11099450,Inactive Investor,Brian Rickles,,"American Portfolios Financial Services, Inc.",brickles@americanportfolios.com,,Salesforce
10880531,Inactive Investor,Gina Metz,,Vanguard Marketing Corporation,gina_metz@vanguard.com,,Salesforce
11133140,Inactive Investor,Cameron Koman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,cameron.koman@fidelity.com,,Salesforce
9571238,,Dennis Murphy,,,dennis.murphy@usaa.com,,List import
372919,,Khairan Rifaa,,[Unknown],khairaalbaqi3@gmail.com,,source
10855302,Inactive Investor,Efraim Gelber,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",efraim.gelber@wellsfargoadvisors.com,,Salesforce
10827174,Inactive Investor,Gary Sprouse,,"FBL Marketing Services, LLC Bloomfield IA 712 S West St",gary.sprouse@fbfs.com,,Salesforce
9549665,,Peggy Davidson,,,peg.davidson@fmr.com,,List import
10946850,Inactive Investor,Catherine Gearig,Wealth Advisor,"Buckingham Strategic Wealth, LLC Rochester MI 1055 S Blvd E",,,Salesforce
10766029,Inactive Investor,Stephen Sopko,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbridge VA 12771 Harbor Dr",stephen.sopko@wellsfargoadvisors.com,,Salesforce
11186979,Inactive Investor,Marlon Cross,,J.P. Morgan Securities LLC New Orleans LA 950 S Clearview Pkwy,marlon.cross@chase.com,,Salesforce
11019342,Inactive Investor,Walter Lange,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Leyenda Capital,,,Salesforce
9547143,,Steve Moran,,,moranins@aol.com,,List import
9646772,,Lynn Hall,,,lynnmhall28@gmail.com,,List import
11192821,Inactive Investor,Sylvia Ho,,"CUSO Financial Services, L.P. Kahului HI 285 W Kaahumanu Ave",sho@cusonet.com,,Salesforce
10877384,Inactive Investor,Frank Lisboa,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",frank.lisboa@rbc.com,,Salesforce
10844508,Inactive Investor,Richard Schlaack,Advisor,"Pruco Securities, LLC. Cincinnati OH 4790 Red Bank Rd",richard.schlaack@prudential.com,,Salesforce
10884078,Inactive Investor,James Parker,Chief Compliance Officer,Fremont Financial Advisors Inc.,,,Salesforce
9592133,,Paul Barham,,,pabarham@gmail.com,,List import
10976511,Inactive Investor,Elizabeth Worden,,J.P. Morgan Securities LLC Torrance CA 17200 Hawthorne Blvd,elizabeth.worden@jpmorgan.com,,Salesforce
10760013,Inactive Investor,Franca Maciag,,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
11157367,Inactive Investor,Marco Spinar,Associate Portfolio Manager;Managing Director,Neuberger Berman BD LLC,mspinar@nb.com,,Salesforce
10786577,Inactive Investor,Jeremy Schutz,Vice President,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,jeremy.r.schutz@jpmorgan.com,,Salesforce
11192907,Inactive Investor,Michael Ferguson,Associate Complex Manager;First Vice President,Morgan Stanley Boston MA 28 State St,michael.ferguson@morganstanley.com,,Salesforce
11220966,,Brian Gavin,,,gavin@blackstone.com,,List Import
11124287,Inactive Investor,Richard Donovan,,Jefferies LLC,,,Salesforce
9612454,,Jackson Ra,,,jackson@chainpartners.net,,List import
9592859,,Kelli Cullinane,,,kelli@legacyventure.com,,List import
10757128,Inactive Investor,Allan Cohen,Chief Executive Officer;Co-Founder;President,B&C Financial Advisors,allan@bandcfinancial.com,,Salesforce
11113925,Inactive Investor,April Easley,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,april.easley@primerica.com,,Salesforce
10936550,Inactive Investor,Michael Clark,,PFS Investments Inc. Puyallup WA 12511 Meridian E,,,Salesforce
10838704,Inactive Investor,Daniel Ehlert,Senior Regional Leader;Senior Vice President,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,daniel.ehlert@primerica.com,,Salesforce
10897085,Inactive Investor,Tara Schutz,,"Kestra Investment Services, LLC Chicago IL 111 W Illinois St",,,Salesforce
370818,,Robert White,,United States,rw44382@gmail.com,,Salesforce
11197765,Inactive Investor,Ricki Jaye,Financial Advisor,Private Client Group Asset Management,,,Salesforce
11059260,Inactive Investor,May Cheung,Wealth Manager,"CW Advisors, LLC Miami FL 9155 S Dadeland Blvd",mcheung@cwadvisorsgroup.com,,Salesforce
10992787,Inactive Investor,Aubrey Montgomery,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10967190,Inactive Investor,Andrea Flood,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
10894922,Inactive Investor,Steven Nieves,,LPL Financial LLC Woolwich NJ Private Residence,steven.nieves@lpl.com,,Salesforce
11117545,Inactive Investor,Zachary Sauers,Financial Advisor,Edward Jones Santa Fe TX 11961 FM 1764,zachary.sauers@edwardjones.com,,Salesforce
9618107,,Thomas Bavin,,,thomas.bavin@barings.com,,List import
9604270,,ASHOK SUBEDI,,,subediashok900@gmail.com,,List import
11044239,Inactive Investor,Shannon Emberton,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",shannon.emberton@ml.com,,Salesforce
11191481,Inactive Investor,Mark Strahs,Co-Chief Investment Officer;Senior Portfolio Manager,"Sand Hill Global Advisors, LLC",,,Salesforce
11123577,Inactive Investor,Charles Mas,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 908 E Jefferson St",charles.mas@ampf.com,,Salesforce
113156,,William Hopwood,"Director, Workplace Savings",Verity Asset Management,bhopwood@verityinvest.com,919-490-6717,Manual List Upload
11007262,Inactive Investor,Theodore Flores,,PFS Investments Inc. Fontana CA 7337 East Ave,9ksfh@primerica.com,,Salesforce
10808243,Inactive Investor,Bryan Chitwood,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",bryan.chitwood@ustrust.com,,Salesforce
11024616,Inactive Investor,Michael Castro,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,mcastro00@ft.newyorklife.com,,Salesforce
11087749,Inactive Investor,Jackson Mars,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",jackson.mars@prudential.com,,Salesforce
10862477,Inactive Investor,Christopher Bice,Financial Professional,LPL Financial LLC Mooresville NC 136 Gateway Blvd,cubby.bice@lpl.com,,Salesforce
11090151,Inactive Investor,Ronald Saul,Financial Advisor,"Collective Wealth Partners, LLC Abington PA Private Residence",,,Salesforce
11064567,Inactive Investor,Samuel Mittelman,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,smittelman@ft.newyorklife.com,,Salesforce
10764598,Inactive Investor,William Black,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",william.black@wellsfargoadvisors.com,,Salesforce
10606384,,Stephanie Ackler,"Managing Director - Investments, Senior Portfolio Manager","Wells Fargo Advisors Financial Network, LLC",stephanie.ackler@wellsfargoadvisors.com,212-205-2825,List Import
11130989,Inactive Investor,Bryan Anderson,,Fidelity Brokerage Services LLC Johnson City TN 3018 Peoples St,cody.anderson@fmr.com,,Salesforce
10656769,,Erik Andersen,,,erik.x.andersen@chase.com,,List Import
9626968,,Piseth IV,,,crypto@goldkh.com,,List import
10899474,Inactive Investor,Alexia Larson,Wealth Advisor,"The Mather Group, LLC McLean VA 8260 Greensboro Dr",a.larson@themathergroup.com,,Salesforce
9588962,,Paras Patel,,,paraspatel160500@gmail.com,,List import
10875389,Inactive Investor,Adam Bouley,Private Client Associate,Janney Montgomery Scott LLC Westbrook CT 1551 Boston Post Rd,abouley@janney.com,,Salesforce
10905347,Inactive Investor,Callie Jones,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",,,Salesforce
11045253,Inactive Investor,Mingdong Tan,,"HighTower Securities, LLC Deerfield IL 500 Lake Cook Rd",mtan@hightoweradvisors.com,,Salesforce
192706,,reg valin,,[[Unknown]],reg.valin@btinternet.com,,Initial Salesforce Import
10819016,Inactive Investor,Elizabeth Freeman,Financial Advisor,Janney Montgomery Scott LLC Lemoyne PA 20 Erford Rd,bfreeman@janney.com,,Salesforce
10986397,Inactive Investor,Kevin Groves,Financial Advisor;Investment Advisor,Oregon Pacific Wealth Management Florence OR 1355 Hwy 101,kevin.groves@oregonpacificwealth.com,,Salesforce
224004,,Kurt Ahrens,Member,"Mendota Financial Group, Llc",kahrens@mendotafinancial.com,608-223-9211,Manual List Upload
11231186,Inactive Investor,Michael Regan,,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",michael.regan@equitable.com,,Salesforce
10819327,Inactive Investor,Dix Pickering,,The O.N. Equity Sales Company Westerville OH 670 Meridian Way,,,Salesforce
9630584,,Diogo Barros,,,diogoab2207@gmail.com,,List import
11179026,Inactive Investor,Brian Bell,Branch Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Saint Louis MO 1 N Brentwood Blvd",brian.bell@rbc.com,,Salesforce
11169411,Inactive Investor,Margaret Mckenna,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11131652,Inactive Investor,Lena Banks,Investment Advisor;Managing Member;Owner,"Brio Consulting, LLC Austin TX 1025 Ellingson Ln",lena@brioplans.com,,Salesforce
10806452,Inactive Investor,Joseph Molinero,First Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,joseph.molinero@morganstanley.com,,Salesforce
11126214,Inactive Investor,Kira Cole,Financial Advisor,Edward Jones Antioch IL 921 Main St,kira.cole@edwardjones.com,,Salesforce
10765323,Inactive Investor,Stephen Richer,Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",steve.richer@bofa.com,,Salesforce
11074102,Inactive Investor,Michael Molloy,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",michael.molloy@equitable.com,,Salesforce
228567,,Robert -,,Robert [[Unknown]],rlh.wings@yahoo.com,,
10793245,Inactive Investor,Jeffrey Malavsky,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",,,Salesforce
9609139,,Jordan Anderson,,,jordananderson416@yahoo.com,,List import
11200954,Inactive Investor,Scott Koth,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11199056,Inactive Investor,Michael Simmerman,Consultant,"Raymond James & Associates, Inc.",,,Salesforce
10929008,Inactive Investor,Austin Pokorski,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10777732,Inactive Investor,Jordan Winterfeld,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Houston TX 717 Texas St,jordan.winterfeld@morganstanley.com,,Salesforce
228979,, -,,[[Unknown]],1000000prayers@gmail.com,,
11120879,Inactive Investor,Rashon Howard,,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",rhoward@htk.com,,Salesforce
10981896,Inactive Investor,John Howe,Vice President;Wealth Management Advisor,Generation Capital Management LLC,jhowe@gencapmgmt.com,,Salesforce
11149507,Inactive Investor,Michelle Ferron,,"Allstate Financial Services, LLC Virginia Beach VA 1801 Pleasure House Rd",mferron@allstate.com,,Salesforce
10954829,Inactive Investor,Damir Fonovich,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,damir_fonovich@vanguard.com,,Salesforce
11114356,Inactive Investor,Matthew Bosley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",matthew_bosley@ml.com,,Salesforce
10904016,Inactive Investor,Kristen Brown,Financial Planner,"Pruco Securities, LLC. Crown Point IN 615 N Indiana Ave",kristen.brown@prudential.com,,Salesforce
10761173,Inactive Investor,Sally Weger,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,sallyann.weger@morganstanley.com,,Salesforce
11164137,Inactive Investor,Lindsay Friel,Client Service Associate,Morgan Stanley Berwyn PA 899 Cassatt Rd,lindsay.friel@morganstanley.com,,Salesforce
11006786,Inactive Investor,Gabriella Tonkins,,Edward Jones Colorado Springs CO 4830 Rusina Rd,,,Salesforce
11095795,Inactive Investor,Eric Penz,Senior Advisor,Private Advisory Group LLC,eric@privateadvisory.com,,Salesforce
10939361,Inactive Investor,Pamela Boodhoo,,Kovack Securities Inc.,,,Salesforce
10824537,Inactive Investor,Jeffrey Lund,,"Wells Fargo Clearing Services, LLC Saint Cloud MN 400 1st St S",jeffrey.k.lund@wellsfargo.com,,Salesforce
9565600,,A Owens,,,thomascowens@yahoo.com,,List import
10870228,Inactive Investor,Michael Taggart,Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,michael.g.taggart@ubs.com,,Salesforce
11044061,Inactive Investor,Lori Calfy,Chief Compliance Officer;Senior Vice President,"Tom Johnson Investment Management, LLC",lcalfy@tjim.com,,Salesforce
10921988,Inactive Investor,Lauren McNeill,Director - Strategic Development,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",lauren.lucas@nm.com,,Salesforce
9574700,,Humberto Villicana,,,villicanahumbert@gmail.com,,List import
352751,,Lindsay Eichler,Senior Executive Assistant,Prairie Capital,leichler@prairie-capital.com,312-360-1133,Manual List Upload
10761320,Inactive Investor,Jeffry Cummings,Financial Advisor,"Wells Fargo Clearing Services, LLC New Orleans LA 1250 Poydras St",jeffry.j.cummings@wellsfargoadvisors.com,,Salesforce
11129086,Inactive Investor,Larysa Lazartic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",,,Salesforce
11117018,Inactive Investor,Keith Davis,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Reno NV 5520 Kietzke Ln",keith.davis@ampf.com,,Salesforce
10876620,Inactive Investor,Joseph Nichols,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",joseph.nicholsiii@tiaa.org,,Salesforce
10769151,Inactive Investor,Thomas Dixon,,"Raymond James Financial Services, Inc. Spartanburg SC 1445 E Main St",thomas.dixon@raymondjames.com,,Salesforce
10936095,Inactive Investor,Parker Dowd,,LPL Financial LLC,parker.dowd@lpl.com,,Salesforce
10828844,Inactive Investor,Daniel Palm,Financial Advisor,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,dpalm@rwbaird.com,,Salesforce
9540454,,Jacob Karlsruher,,Grayscale,jake@grayscale.com,,List import
11041722,Inactive Investor,Lindsey Wyatt,,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,lindsey.deschaine@ubs.com,,Salesforce
227157,, -,,[Unknown],miguelvillarreal@tealcon.com,,
9586999,,Janka Lukács,,,lukacsjanka@gmail.com,,List import
11142362,Inactive Investor,Stephen Caldarera,,"MML Investors Services, LLC Houma LA 300 Grinage St",sjcaldarera@financialguide.com,,Salesforce
10869155,Inactive Investor,Brian Harrold,,"CreativeOne Securities, LLC Overland Park KS 7400 W 130th St",,,Salesforce
10767794,Inactive Investor,Lisa Brown,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",lisa_m_brown@ml.com,,Salesforce
10912429,Inactive Investor,Michael Dekovner,Chief Compliance Officer;Owner;President,"MRD, Inc.",,,Salesforce
11083006,Inactive Investor,Mckay Robbins,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,mckay.robbins@fidelity.com,,Salesforce
9632378,,Ron Chaimowitz,,,ron.chaimowitz@roxburyadvisors.com,,List import
10958631,Inactive Investor,Laura Maxfield,Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,laura.maxfield@corient.com,,Salesforce
10839402,Inactive Investor,Sherry Kaminitz,Financial Advisor;Senior Client Service Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,sherry.lin@morganstanley.com,,Salesforce
10841022,Inactive Investor,Dale Roberts,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",dale.roberts@nm.com,,Salesforce
10906231,Inactive Investor,James Hughes,,Country Capital Management Company Olney IL 710 N West St,james.hughes@countryfinancial.com,,Salesforce
9645163,,Paul Sheard,,,pjsheard@gmail.com,,List import
340607,,Oliver Kelton,"Partner, Fund Manager",Odey Asset Management Llp,o.kelton@odey.com,020-720-81400,Manual List Upload
11198474,Inactive Investor,Jessica Briones,,J.P. Morgan Securities LLC Klamath Falls OR 2885 S 6th St,jessica.briones@jpmorgan.com,,Salesforce
11055812,Inactive Investor,Frank Hynes,Financial Advisor,"Osaic Wealth, Inc. North Billerica MA 330 Boston Rd",,,Salesforce
10835083,Inactive Investor,Tina Cilurso,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",tina.cilurso@wellsfargoadvisors.com,,Salesforce
10393621,,Djamel Bacha,,,sci.bacha@yahoo.com,,Web Form Fillout
11046578,Inactive Investor,Carl Fernandez,Chief Investment Officer;Investment Advisor Representative,PruVise Newport Beach CA 4695 Macarthur Ct,,,Salesforce
226969,, -,,[Unknown],antoinehicks23@gmail.com,,
195187,,Allen Romel,,[Unknown],allen@brm.supply,,source
10804429,Inactive Investor,William Lewis,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",william.m.lewis@ampf.com,,Salesforce
10855911,Inactive Investor,Kimberly Volk,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member;President,Maine Advisory Associates Portland ME 19 South St,,,Salesforce
10760095,Inactive Investor,Lee Gordon,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",lgordon@mesirowfinancial.com,,Salesforce
11141590,Inactive Investor,Audrey Heitkamp,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,aheitkamp@focusfinancial.com,,Salesforce
215440,,Jon Goh,,[Unknown],jongohka@gmail.com,,Webinar
9586479,,Theresa Shmidl,,,theresa@prismfg.com,,List import
11041550,Inactive Investor,Luis Mondragon,Private Client Advisor,J.P. Morgan Securities LLC San Antonio TX 815 Evans Rd,,,Salesforce
9590472,,Cindy Sterling,,,cindy@sterlingfinancialplan.com,,List import
10845139,Inactive Investor,Carmen Indiano,Chief Compliance Officer;Vice President,Indiano Capital Management,carmen@indiano.com,,Salesforce
336461,,Paul Radomski,"Managing Partner, executive Committee Member, llc Member",Renaissance Investment Management,par@reninv.com,513-723-4500,Manual List Upload
9647520,,Ed Pontarelli,,,ed.pontarelli@ampf.com,,List import
11009889,Inactive Investor,Jayne Young,,"Allstate Financial Services, LLC Nixa MO 201 N Main St",jayneyoung@allstate.com,,Salesforce
40794,,Thomas Parlon,"Investment Advisor Representative, Wealth Advisor",Eagle Strategies LLC,tparlon@eaglestrategies.com,617-365-3423,
11102470,Inactive Investor,Anjum Masood,,J.P. Morgan Securities LLC Hollywood FL 150 NW 180th Ave,anjum.masood@jpmorgan.com,,Salesforce
343972,,Nancy Dodge,Vice President,Bridges Investment Management Inc,ndodge@bridgesinv.com,402-397-4700,Manual List Upload
9546832,,Camron Taylor,,,cam33zulusbabies@icloud.com,,List import
11296381,Inactive Investor,Andrew Draft,,New Edge Wealth,adraft@newedgecg.com,203-424-2262,Salesforce
11236379,Inactive Investor,Scott Brown,Investment Advisor,Fisher Investments,,,Salesforce
11054464,Inactive Investor,Shelby Escobar,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9570031,,Kostya Kovalchuk,,,kk@kliwla.com,,List import
10994541,Inactive Investor,Saima Naseem,Relationship Banker;Service Manager,"Wells Fargo Clearing Services, LLC Boise ID 10342 W Overland Rd",,,Salesforce
11045027,Inactive Investor,John Dye,,Cetera Advisors LLC Eugene OR 2160 W 11th Ave,john.dye@ceteraadvisors.com,,Salesforce
11161041,Inactive Investor,Kathleen Frank,,"Stifel, Nicolaus & Company, Incorporated",frankk@stifel.com,,Salesforce
368265,,Brian Muhitch,Other,,brian.muhitch@troweprice.com,4102715566,Webinar
10657275,,David Adams,,,dadams@williamblair.com,,List Import
241469,Inactive Investor,Alex Paul,,Fiduciary Trust International,apaul@athenacapital.com,(781) 274-9300,Database Upload
9623009,,Joe Toe,,,joe.toe@getnada.com,,List import
372003,,Bjorn Symister,,[Unknown],bjorn.oso@gmail.com,,Salesforce
7972057,,Lisa Lewis,,,lisalewisred99@fandua.com,,Web Form Fillout
10826840,Inactive Investor,John Rahal,Principal,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,john.rahal@edwardjones.com,,Salesforce
11131180,Inactive Investor,Sharon Roberson,,"Transamerica Financial Advisors, Inc Monroe LA 1900 N 18th St",sharon.roberson@tfaconnect.com,,Salesforce
10611456,,Michael Pfeffer,"Executive Director, Financial Advisor",,michael.pfeffer@opco.com,,List Import
10612841,,Thomas Boatswain,Financial Advisor,,thomas.a.boatswain@ampf.com,,List Import
10975358,Inactive Investor,Lisa Cox,Financial Advisor,LPL Financial LLC Saint Joseph MO 402 N Belt Hwy,lisa.cox@lpl.com,,Salesforce
10618771,,Alfredo Botty,,,ab@archpointinvestors.com,,List Import
11072709,Inactive Investor,Hassan Ali,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10780795,Inactive Investor,Mark Friscic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
4827025,,Drew Scribner,,,drew.m.scribner@gmail.com,6124818312,Web Form Fillout
11032664,Inactive Investor,Dylan Moreno,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",,,Salesforce
10911654,Inactive Investor,Kyle Skinner,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",skinner.kyle@principal.com,,Salesforce
10843296,Inactive Investor,Tony Akin,,"Raymond James Financial Services, Inc. Huntsville AL 129 Washington St NE",tony.akin@raymondjames.com,,Salesforce
11135677,Inactive Investor,Jeremy Davis,Associate,"Raymond James & Associates, Inc.",jeremy.davis@raymondjames.com,,Salesforce
11156628,Inactive Investor,Andrew Duggan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
345485,,Susan George,Head of Corporate Asset Management,Garrison Investment Group Lp,sgeorge@garrisoninv.com,212-372-9500,Manual List Upload
10882695,Inactive Investor,Marc Jensen,Associate Director,Global View Capital Management LLC Pleasant Grove UT 233 S Pleasant Grove Blvd,mjensen@gvcaponline.com,,Salesforce
11178024,Inactive Investor,Aubrey Boyd,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,aubrey_boyd@vanguard.com,,Salesforce
345934,,Troy Sapp,Managing Member,Commencement Financial Planning Llc,tas@commencefp.com,253-820-6432,Manual List Upload
343191,,Gavin Scott,Director,Baillie Gifford Overseas Ltd,gavin.scott@bailliegifford.com, -2752087,Manual List Upload
10489076,,David Dick,"Financial Advisor, Managing Partner","Ameriprise Financial Services, LLC Frisco TX 5300 Town and Country Blvd",david.w.dick@ampf.com,817-419-6001,List Import
11051763,Inactive Investor,Gregory Bratcher,,State Farm VP Management Corp. San Angelo TX 5018 Knickerbocker Rd,,,Salesforce
248690,,Eva Dalgety,Business Owner,Dalgety Marketing Solutions,eva@evadalgety.com,,Manual List Upload
202505,,Harrion Beaver III,,[Unknown],smilehugger@gmail.com,,source
11055514,Inactive Investor,Joshua Cox,,"Wells Fargo Clearing Services, LLC",joshua.cox@wfadvisors.com,,Salesforce
11127547,Inactive Investor,Aaron Alderson,Financial Advisor,Edward Jones Vandalia IL 533 W Gallatin St,aaron.alderson@edwardjones.com,,Salesforce
10847528,Inactive Investor,Steven Harris,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",steven.harris@ampf.com,,Salesforce
10912570,Inactive Investor,Darian Allizadeh,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,darian_allizadeh@vanguard.com,,Salesforce
10992943,Inactive Investor,Jeremy Hartle,Wealth Management Advisor;Wealth Management Associate,Croak Capital,jhartle@croakcapital.com,,Salesforce
10885384,Inactive Investor,Bryndon Dy,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10858297,Inactive Investor,Harry Arrowood,Financial Planner,LPL Financial LLC Dallas GA 165 Confederate Ave,harry.arrowood@lpl.com,,Salesforce
10809213,Inactive Investor,Cary Greenberg,Financial Advisor;Insurance Planning Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,cary.a.greenberg@morganstanley.com,,Salesforce
11089077,Inactive Investor,William Sweet,Chief Financial Officer;Managing Member,Ritholtz Wealth Management,bill@ritholtzwealth.com,,Salesforce
10976059,Inactive Investor,Howard Hartley,,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 1505 N Hwy 17",,,Salesforce
10779110,Inactive Investor,Michelle Salyer,,"N.I.S. Financial Services, Inc.",,,Salesforce
10917921,Inactive Investor,Angelica Garrido,Data Engineer;Senior Consultant,PNC Investments Harlingen TX 2501 S 77 Sunshine Strip,angelica.garrido@pnc.com,,Salesforce
162618,,Eunju H,,[Unknown],mychew8314@gmail.com,,
11095902,Inactive Investor,Kerri Connellan,Family Wealth Advisor;Financial Advisor;First Vice President - Wealth Management;Portfolio Manager;Senior Vice President,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,kerri.connellan@morganstanley.com,,Salesforce
11088322,Inactive Investor,Catherine Masciola,,Lincoln Investment Cranford NJ 107 South Ave W,cmasciola@lincolninvestment.com,,Salesforce
11175635,Inactive Investor,Amira Pedro,Senior Registered Associate;Wealth Management Analyst,Morgan Stanley Toledo OH 7311 Crossleigh Ct,amira.pedro@morganstanley.com,,Salesforce
10846820,Inactive Investor,Ramon Hernandez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10899061,Inactive Investor,Latoya Martin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",latoya.martin@ml.com,,Salesforce
10976450,Inactive Investor,Kelsey Heck,Financial Planner,"Pruco Securities, LLC. Fergus Falls MN 1401 College Way",kelsey.heck@prudential.com,,Salesforce
9556989,,Caroline Marshall,,,cmarshall@aresmgmt.com,,List import
6650431,,Mark Gosselin,,,gosselinleo748@gmail.com,,Web Form Fillout
11064279,Inactive Investor,John Comberiate,Financial Advisor,Edward Jones Catonsville MD 2 E Rolling Cross Rd,john.comberiate@edwardjones.com,,Salesforce
10753912,Inactive Investor,David Olesen,,LPL Financial LLC Roselle IL 33 E Hattendorf Ave,david.olesen@lpl.com,,Salesforce
10783498,Inactive Investor,David Hepner,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",david_e_hepner@ml.com,,Salesforce
9562815,,Michael Starrs,,,michaelstarrs0202@gmail.com,,List import
11116720,Inactive Investor,Ramesh Persaud,,"MML Investors Services, LLC Loxahatchee FL Private Residence",rameshpersaud@financialguide.com,,Salesforce
130141,,Chase Canning,Financial Associate,Thrivent Investment Management Inc.,chase.canning@thrivent.com,419-467-9353,
232717,,Steven -,,Steven [[Unknown]],evenmetal99@gmail.com,,Direct
9556541,,Kirstin Molloy,,,kmolloy@ayco.com,,List import
11169902,Inactive Investor,Zachery Price,Financial Advisor,Edward Jones Anderson SC 408 N Main St,evan.price@edwardjones.com,,Salesforce
9637882,,Pascal Nicollin,,,pnicollin@piguetgalland.ch,,List import
10806873,Inactive Investor,Joseph Hartman,Vice President,"Stifel, Nicolaus & Company, Incorporated Lake Ozark MO 2820 Bagnell Dam Blvd",joe.hartman@stifel.com,,Salesforce
11010646,Inactive Investor,Harrison Malone,Financial Advisor,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",harrison.malone@equitable.com,,Salesforce
9598484,,Tammi Harrell,,,tharrell@crawfordinvestment.com,,List import
10930680,Inactive Investor,Alan Felenchak,,"Citizens Securities, Inc. Burlington MA 248 Middlesex Tpke",alan.felenchak@citizenssecurities.com,,Salesforce
11032858,Inactive Investor,David Brown,,"Farmers Financial Solutions, LLC Camp Verde AZ 452 W Finnie Flat Rd",dbrown5@farmersagent.com,,Salesforce
9565006,,Michael Hatch,,,michaelh@shpne.com,,List import
10871770,Inactive Investor,Valerie Corelli,,Premier Capital Management Inc,,,Salesforce
10855392,Inactive Investor,Audney DePaulo,Private Wealth Advisor;Senior Vice President,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
9608152,,Nicolaas Pronk,,,npronk@noblefcm.com,,List import
10756699,Inactive Investor,Adam Deal,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Bethesda MD 2 Bethesda Metro Ctr,adeal@rockco.com,,Salesforce
11059999,Inactive Investor,Jennifer Hutton,Co-Founder;Managing Member;Partner,"4J Wealth Management, LLC",jennifer@4jwealth.com,,Salesforce
11234610,Inactive Investor,Megan Swanson,,"Citizens Securities, Inc. Concord NH 188 Loudon Rd",,,Salesforce
10487818,,Melanie Childers,Vice President,GuideStone Capital Management,melanie.childers@guidestone.org,,List Import
11060580,Inactive Investor,Peter Karmin,Chief Compliance Officer;Managing Member,Fort Sheridan Advisors LLC,peter@fortllc.com,,Salesforce
11099158,Inactive Investor,Matthew Friedl,Portfolio Manager;Vice President;Wealth Advisor,Morgan Stanley Jacksonville FL 50 N Laura St,matthew.friedl@morganstanley.com,,Salesforce
10927746,Inactive Investor,Vincenzo Nelson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11052597,Inactive Investor,Chad Frantzen,Chief Compliance Officer;Managing Member;Owner,WealthBuilders Investments Colorado Springs CO 5160 Golden Hills Ct,chad@wealthbuilders.net,,Salesforce
10904199,Inactive Investor,Patrick McMahon,,"The Leaders Group, Inc.",,,Salesforce
9569483,,David Mew,,,dmew@bluemountaincapital.com,,List import
11059105,Inactive Investor,Annette Matthew,Financial Advisor,Edward Jones Fresh Meadows NY 18122 Union Tpke,annette.matthew@edwardjones.com,,Salesforce
206139,,Jamiel Sheikh,,[Unknown],jamiel@chainhaus.com,,Paid Social
9603531,,Jose Ramirez,,,vasquezchepe1013@gmail.com,,List import
10947268,Inactive Investor,Charssy Zhang,,"Wells Fargo Clearing Services, LLC San Marino CA 2355 Huntington Dr",charssy.zhang@wellsfargo.com,,Salesforce
9583954,,Paulinda Lee,,,ipaun@fi.com,,List import
10980274,Inactive Investor,Mkrtich Nalchadzhyan,,J.P. Morgan Securities LLC Los Angeles CA 1180 S Beverly Dr,mkrtich.m.nalchadzhyan@chase.com,,Salesforce
10926473,Inactive Investor,Johnathan Shapiro,,Fidelity Brokerage Services LLC,,,Salesforce
11055199,Inactive Investor,Mark Melda,,L.M. Kohn & Company North Royalton OH 17601 W 130th St,,,Salesforce
9641019,,Sunil Jagtiani,,,sjagtiani@bloomberg.net,,List import
10488167,,Christopher Williams,"Director - Alternative Investments, Financial Advisor, First Vice President, Insurance Planning Director, Senior Portfolio Manag",Morgan Stanley,noel.williams@morganstanley.com,,List Import
10785479,Inactive Investor,Michael Bombara,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.bombara@fidelity.com,,Salesforce
10992498,Inactive Investor,Jacob Robinson,Financial Consultant,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",jacob.robinson@equitable.com,,Salesforce
10763412,Inactive Investor,Justin Albert,,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,jalbert@rwbaird.com,,Salesforce
11261153,Inactive Investor,James Leasure,Investment Analyst,"Kathmere Capital Management, LLC",nleasure@kathmere.com,,Salesforce
213929,,Jim Kenney,,[Unknown],jim.kenney713@gmail.com,,Other
11126540,Inactive Investor,Norman Scherer,Investment Advisor,"Osaic Wealth, Inc. Ocean View DE Private Residence",,,Salesforce
10892873,Inactive Investor,Carrie Kelley,Financial Advisor,LPL Financial LLC Duluth MN 324 W Superior St,carrie.kelley@lpl.com,,Salesforce
11120660,Inactive Investor,Adam Gafken,Financial Advisor,Edward Jones Austin TX 1927 Lohmans Crossing Rd,adam.gafken@edwardjones.com,,Salesforce
11060143,Inactive Investor,Bashar Qasem,Chief Executive Officer;Founder;President;Shareholder,"Azzad Asset Management, Inc.",bashar@azzad.net,,Salesforce
11090507,Inactive Investor,Steven Spurling,,Edward Jones Spring TX 15874 Champion Forest Dr,steve.spurling@edwardjones.com,,Salesforce
11161888,Inactive Investor,Laurie Maddox,,"NewEdge Securities, Inc. Staunton VA 5 Middlebrook Ave",,,Salesforce
9644732,,Christian Mueller-Glissman,,,christian.mueller-glissmann@gs.com,,List import
10613244,,Gil Marcovici,"Senior Financial Advisor, Senior Vice President",,gil_marcovici@ml.com,,List Import
10912245,Inactive Investor,James Mcdonald,Chief Compliance Officer;Chief Executive Officer,Hercules Investments,,,Salesforce
10868058,Inactive Investor,Diana Reo,,State Farm VP Management Corp. North Conway NH 1289 White Mountain Hwy,diane.reo.ngfr@statefarm.com,,Salesforce
11173611,Inactive Investor,Cheryl Lee,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Austin TX 4131 Spicewood Springs Rd",cheryl.l.lee@ampf.com,,Salesforce
10762945,Inactive Investor,Joseph Tavano,Private Client Advisor,J.P. Morgan Securities LLC Tenafly NJ 115 County Rd,joseph.x.tavano@jpmorgan.com,,Salesforce
11078458,Inactive Investor,Susan Wieck,Financial Advisor;Wealth Advisor,LPL Financial LLC Salt Lake City UT 300 E 4500 S,susan.wieck@lpl.com,,Salesforce
10903173,Inactive Investor,Bonnie Miller,Financial Advisor,LPL Financial LLC Cressona PA 3 S Sillyman St,bonnie.miller@lpl.com,,Salesforce
9632303,,Brooke White,,,brookeoates19@gmail.com,,List import
10949765,Inactive Investor,Lauren Woodcock,,"Equitable Advisors, LLC Saratoga Springs NY Private Residence",lauren.woodcock@equitable.com,,Salesforce
156054,,Hendrik de Ruiter,,[Unknown],hendrik.deruiter44@gmail.com,,Organic Search
10763209,Inactive Investor,Tracy Day,,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,tracy.day@ubs.com,,Salesforce
11220880,,Harold Grubbs,,,hfgrubbs@fmioffice.com,,List Import
11221635,,Elizabeth Mason-Doubet,,,elizabethm@efsadvisors.com,,List Import
10661773,,Steven Ehrlich,,,steveehrlich@greencourtepartners.com,,List Import
11042548,Inactive Investor,Breece Hayes,,"Northwestern Mutual Investment Services, LLC Danville KY 121 E Main St",breece.hayes@nm.com,,Salesforce
11045055,Inactive Investor,Fabian Villada,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
9626500,,James Futrell,,,james.w.futrell@gmail.com,,List import
11024020,Inactive Investor,Mary Lamphere,Senior Financial Advisor;Senior Investment Representative,"CUSO Financial Services, L.P. Peyton CO 7520 Bierstadt Hts",,,Salesforce
11133527,Inactive Investor,Steven McNeilly,,"American Portfolios Financial Services, Inc. Cedar Grove NJ Private Residence",smcneilly@americanportfolios.com,,Salesforce
11033028,Inactive Investor,Jose Aguirre Vega,Relationship Banker,"Wells Fargo Clearing Services, LLC Tucson AZ 1701 E Speedway Blvd",,,Salesforce
9589757,,John Lennan,,,johmn@lennon.com,,List import
10774841,Inactive Investor,Hemant Kathuria,,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,hkathuria@europac.net,,Salesforce
9618269,,Michael Bosco,,,mbosco@northruncapital.com,,List import
233478,, -,,[[Unknown]],chu_homan@hotmail.com,,Organic Search
10756291,Inactive Investor,Brian Namnun,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,brian.namnun@ubs.com,,Salesforce
10951009,Inactive Investor,Robert Clarkin,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,,,Salesforce
10771095,Inactive Investor,Patrick Keating,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",patrick.keating@raymondjames.com,,Salesforce
11145473,Inactive Investor,Chris Simakas,Director - Alternative Investments;Institutional Consultant;Senior Vice President,Morgan Stanley Sewickley PA 2100 Georgetown Dr,todd.simakas@morganstanley.com,,Salesforce
10785842,Inactive Investor,Eliot Finkel,Managing Member;Regulatory Contact,"Eliot Finkel Investment Counsel, LLC",efinkel@efinvest.com,,Salesforce
10929026,Inactive Investor,Steven Quick,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9637903,,Beth Edmondson,,,bedmondson@goldenleaf.org,,List import
9612678,,Dmitri Prokhorov,,,dprokhorov@greatlakesadvisors.com,,List import
11003273,Inactive Investor,Andrew Welsh,,"MML Investors Services, LLC Pender NE 414 Main St",andrewwelsh@financialguide.com,,Salesforce
10816183,Inactive Investor,Anthony Markham,Registered Associate,"Northern Trust Securities, Inc. Tempe AZ 2190 E Elliot Rd",markham.anthony@ntrs.com,,Salesforce
11064528,Inactive Investor,Michael-Duy Nguyen,Client Service Associate,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",michael.nguyen@raymondjames.com,,Salesforce
11014034,Inactive Investor,Leonardo Rocha,,J.P. Morgan Securities LLC Painesville OH 25 Fairgrounds Rd,leonardo.rocha@jpmorgan.com,,Salesforce
9605249,,anna hide,,,annajapan@mail.com,,List import
10898803,Inactive Investor,Cindy Robinson,,MWA Financial Services Inc. Marshall MN 917 W Main St,cindy.a.robinson@mwarep.org,,Salesforce
10815764,Inactive Investor,Kevin Kersten,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Perrysburg OH 28300 Kensington Ln,kevin.kersten@lpl.com,,Salesforce
1908266,,Rasheed raza,,,rasheedraza5090@gmail.com,,
11182577,Inactive Investor,R Ferguson,,"First Heartland Capital, Inc. Longwood FL 1855 W State Road 434",rferguson@firstheartland.com,,Salesforce
10831408,Inactive Investor,Nathan Hymiller,Chief Compliance Officer;Founder;President;Principal,Beacon Financial Strategies Corp. Raleigh NC 8401 Clarks Branch Dr,chip@beaconfinancialstrategies.com,,Salesforce
11032689,Inactive Investor,Michael Lenhardt,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
107185,,Gordon Nelson,Chief Investment Officer,"JZ Partners, LLC",gnelson@jzpartners.com,1-312-573-6441,Database Upload
11178801,Inactive Investor,Jennifer Dickey,Financial Advisor,Edward Jones Knoxville TN 11002 Kingston Pike,jennifer.dickey@edwardjones.com,,Salesforce
11218412,,Scott Falk,,,sfalk@rwbaird.com,,List Import
11157860,Inactive Investor,Daniel Blair,,Cetera Investment Services LLC Little Rock AR 400 W Capitol Ave,,,Salesforce
10992080,Inactive Investor,Daniel Mulligan,Financial Professional,"Equitable Advisors, LLC Erie PA 100 State St",daniel.mulligan@equitable.com,,Salesforce
11079115,Inactive Investor,Paul Sevcik,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodbury NY 8225 Jericho Tpke",,,Salesforce
10814232,Inactive Investor,Daniel Simonds,Chief Compliance Officer;Financial Planner;Managing Member,Contrary Investment Advisors McLean VA 8201 Greensboro Dr,dan@contraryadvisors.com,,Salesforce
11131447,Inactive Investor,Nathan Bilodeau,Financial Advisor,"Osaic Wealth, Inc. Medford WI 721 S 8th St",,,Salesforce
10978812,Inactive Investor,Aaron Price,,"U.S. Bancorp Investments, Inc. Eden Prairie MN 300 Prairie Center Dr",aaron.price@usbank.com,,Salesforce
10939141,Inactive Investor,Marcus Murakami,,"Allstate Financial Services, LLC Pearl City HI 98-1238 Kaahumanu St",marcusmurakami@allstate.com,,Salesforce
10867580,Inactive Investor,Terry Littrell,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,terry.littrell@primerica.com,,Salesforce
11017058,Inactive Investor,Julie Soulek,,MWA Financial Services Inc. Chamberlain SD 110 S Main St,julie.soulek@modern-woodmen.org,,Salesforce
11000329,Inactive Investor,David Bearden,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11137829,Inactive Investor,Olivia Emory,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,okemory@ft.newyorklife.com,,Salesforce
10816944,Inactive Investor,Gregg Goulet,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",gregg.goulet@nm.com,,Salesforce
11183947,Inactive Investor,Raymond Rodriguez,Founder;Managing Member;Wealth Manager,"Private Group Wealth Management, LLC Corpus Christi TX 800 N Shoreline Blvd",rar@pgwm.net,,Salesforce
10997171,Inactive Investor,Jared Lucero,Senior Advisor,"Raymond James & Associates, Inc.",jared.lucero@raymondjames.com,,Salesforce
11185293,Inactive Investor,Nicolette Keffeler,,"Wells Fargo Clearing Services, LLC Watertown SD 10 N Broadway",nicolette.keffeler@wellsfargoadvisors.com,,Salesforce
11207361,Inactive Investor,Maria Fernandez,Senior Registered Associate,Morgan Stanley Bakersfield CA 9100 Ming Ave,maria.l.fernandez@morganstanley.com,,Salesforce
10954482,Inactive Investor,Alexander Bencivenne,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,bencivennea@ceteranetworks.com,,Salesforce
11135443,Inactive Investor,James Winklhofer,,"Raymond James Financial Services, Inc. Encino CA 16133 Ventura Blvd",james.winklhofer@raymondjames.com,,Salesforce
10920131,Inactive Investor,Yolanda Stapleton,,PFS Investments Inc. Fort Worth TX 8205 Camp Bowie W Blvd,yolanda.jacksonlofton@primerica.com,,Salesforce
9612395,,Charles Bradley,,,cbradley@ftadvisors.com,,List import
10931997,Inactive Investor,Nathan Pera,Financial Advisor,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
10876095,Inactive Investor,Brian Zajac,Senior Client Service Associate,Morgan Stanley Seattle WA 601 Union St,brian.zajac@morganstanleypwm.com,,Salesforce
9627903,,Pierre Ciric,,,pciric@ciriclawfirm.com,,List import
10998564,Inactive Investor,Sylvia Hammond,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,sylvia.hammond@fmr.com,,Salesforce
11236778,Inactive Investor,John Grimley,Financial Advisor;Wealth Advisor,"Independence Square Holdings, LLC",jgrimley@indsquare.com,,Salesforce
11095810,Inactive Investor,Regan Ervin,Principal,Capital-E-Advisors,,,Salesforce
10839674,Inactive Investor,Teresa Barnard,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,teresa.barnard.13fg@statefarm.com,,Salesforce
11003847,Inactive Investor,Thomas Chronis,,Thrivent Investment Management Inc. Ontario CA 3333 Concours,,,Salesforce
10857849,Inactive Investor,Becki Koldsbaek,Chief Compliance Officer,"Multnomah Group, Inc.",becki.koldsbaek@multnomahgroup.com,,Salesforce
10913084,Inactive Investor,Christina Stovall,,"Wells Fargo Clearing Services, LLC",christina.stovall@wellsfargoadvisors.com,,Salesforce
10696237,,Robert Trainer,,"Voyager Interests, LLC",robert@voyagerinterests.com,,List Import
10963092,Inactive Investor,Rebecca Karlik,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,rebecca_unterbrink@vanguard.com,,Salesforce
246225,,Not Provided,retired,"In lieu of donating thru the Church of the Resurrection Rye, NY 10580, I found your website",mpwira@yahoo.com,,Manual List Upload
10659533,,Jerry Pinilla,,,jerry.pinilla@wellsfargoadvisors.com,,List Import
10978889,Inactive Investor,Joseph Chilton,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
9642774,,John Hughes,,,johnrandolphhughes@gmail.com,,List import
10954902,Inactive Investor,Derrick Handwerk,,Cetera Advisors LLC Lansdale PA 2000 Spring Valley Rd,derrick.handwerk@ceteraadvisors.com,,Salesforce
11098076,Inactive Investor,Douglas Conklin,,"HighTower Securities, LLC Folsom CA 157 Parkshore Dr",dconklin@hightoweradvisors.com,,Salesforce
10928126,Inactive Investor,Carol Crowder,,LPL Financial LLC Albuquerque NM 6211 San Mateo Blvd NE,carol.crowder@lpl.com,,Salesforce
11181674,Inactive Investor,Daniel Shields,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,daniel.shields@fmr.com,,Salesforce
10823159,Inactive Investor,Earl Keegan,,LPL Financial LLC Westlake Village CA 910 Hamphire Rd,earl.keegan@lpl.com,,Salesforce
10781077,Inactive Investor,Thomas Baker,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.baker@fidelity.com,,Salesforce
10943089,Inactive Investor,Miguel Chuca,,"St. Bernard Financial Services, Inc. Edinburg TX 3407 W Alberta Rd",miguel.chuca@stbernardfinancial.com,,Salesforce
11176882,Inactive Investor,Riley Rogers,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,riley.rogers@opco.com,,Salesforce
10760003,Inactive Investor,Seth Courtwright,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",seth.r.courtwright@ampf.com,,Salesforce
11089434,Inactive Investor,Stephen Harrison,Financial Advisor,LPL Financial LLC Marietta GA Private Residence,s.harrison@lpl.com,,Salesforce
10905845,Inactive Investor,Ricardo Sanchez,,Cetera Investment Services LLC Fort Lauderdale FL 13450 W Sunrise Blvd,rick.sanchez@ceterainvestors.com,,Salesforce
11076500,Inactive Investor,Joshua Winterswyk,Financial Advisor;Regulatory Contact,Evermont Wealth,joshua@evermont.com,,Salesforce
11004171,Inactive Investor,Ross Wegner,Chief Compliance Officer;Investment Analyst,"Lifestyle Asset Management, Inc.",,,Salesforce
9556907,,Kazeem Tunde,,,kazeem.tunde300@gmail.com,,List import
10841654,Inactive Investor,Carroll Wilkerson,Chief Compliance Officer;Founder;Managing Member;Senior Wealth Advisor,WR Wealth Planners LLC,carroll@wrwealth.com,,Salesforce
235420,, -,,[[Unknown]],seltomi@gmail.com,,
10810186,Inactive Investor,Iradge Izadi,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,iradge_izadi@glic.com,,Salesforce
7487967,,Amirul Islam,,,amirulisslam78@gmail.com,,Web Form Fillout
9547960,,Christopher Fryday,,,christopher.fryday@gmail.com,,List import
9607506,,Mike Bereskin,,,mike.bereskin@gmail.com,,List import
11200775,Inactive Investor,Carolyn Darby,,PFS Investments Inc. Tuscaloosa AL 2919 8th St,cdarby@primerica.com,,Salesforce
11027826,Inactive Investor,John Juckniewitz,,"Allstate Financial Services, LLC Lansdale PA 1595 Sumneytown Pike",johnjuckniewitz@allstate.com,,Salesforce
10861814,Inactive Investor,Nikolas Schweitzer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",nikolas.schweitzer@ml.com,,Salesforce
9623130,,Bill Hanley,,,wthanley@aol.com,,List import
10869597,Inactive Investor,William Thomas,,"Crews & Associates, Inc.",bthomas@crewsfs.com,,Salesforce
11001616,Inactive Investor,Matthew Tambellini,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,Fithian LLC,mtambellini@fithianllc.com,,Salesforce
9618812,,Anong Sikhonexay,,,phoudtha779@gmail.com,,List import
11147573,Inactive Investor,Richard Moras,Financial Advisor,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",richard.moras@wellsfargoadvisors.com,,Salesforce
11125158,Inactive Investor,Brett Bennett,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",brett.bennett@wellsfargoadvisors.com,,Salesforce
11146401,Inactive Investor,Richard Moore,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 4974 S Rainbow Blvd",richard.moore@transamerica.com,,Salesforce
10487138,,Amine Rizk,"Regional Director, Regional Vice President, Retirement Planning Specialist","Equitable Advisors, LLC",amine.rizk@equitable.com,,List Import
10881266,Inactive Investor,Jeffrey Clark,Financial Advisor;Financial Representative,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
8480453,,Todd Manternach,,Accel Wealth management,tmanternach@acceladvantage.com,(319) 365-8611,List Import
11149273,Inactive Investor,Matthew Houston,,"Northwestern Mutual Investment Services, LLC Oklahoma City OK 6301 Waterford Blvd",,,Salesforce
11236954,Inactive Investor,Richard Roberto,Financial Advisor,"Fort Pitt Capital Group, LLC",rroberto@fortpittcapital.com,,Salesforce
9566816,,Ehsan Baghban,,,scott.launcher2@yahoo.com,,List import
11130953,Inactive Investor,Logan Fritze,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10944042,Inactive Investor,Gordon Orsborn,,"McDermott Investment Services, LLC Huntington Beach CA 101 Main St",gorsborn@mcdermottadvisors.com,,Salesforce
10990540,Inactive Investor,Jacob Porter,Financial Advisor,Edward Jones Stanwood WA 10031 State Rte 532,,,Salesforce
9637802,,Lawrence Grinceri,,,lawrence@skyhookcapital.io,,List import
245692,,Frederik Sturm,VP Product,Wealthpilot Inc,f.sturm@wealthpilot.de,1724305749,Manual List Upload
9621125,,Ryan Cooley,,,rcooley@carsoninstitutional.com,,List import
9617542,,Kevin O'Shea,,,koshea@kinsalecapitalpartners.com,,List import
10875652,Inactive Investor,Jason Peterson,Financial Advisor,Edward Jones Sun City West AZ 12805 W Beardsley Rd,jason.peterson@edwardjones.com,,Salesforce
9618340,,Mark Fischer,,,mark@kabouterfund.com,,List import
11199712,Inactive Investor,Jung Ock,,LPL Financial LLC Houston TX 3120 Southwest Fwy,jung.ock@lpl.com,,Salesforce
11072601,Inactive Investor,Trevor Kula,Director;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,tkula@dadco.com,,Salesforce
11064761,Inactive Investor,Sophia Trakhtman,,"Kestra Investment Services, LLC Columbia MD 6990 Columbia Gateway Dr",,,Salesforce
11096524,Inactive Investor,Jordie Czapinski,Chief Compliance Officer;Chief Operating Officer,"Intelligence Driven Advisers, LLC",,,Salesforce
11180787,Inactive Investor,Kevin Richard,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",kevin.richard@wellsfargoadvisors.com,,Salesforce
9542736,,Brian Lee,,,blee@massmutual.com,,List import
98904,,Bill Strand,"Founder, Principal","Paradigm, Strategies In Wealth Management, Llc",bstrand@planparadigm.com,763-201-1025,Manual List Upload
10922159,Inactive Investor,Jennifer Harmon-Von Bredow,,Cetera Advisor Networks LLC Vienna VA 1595 Spring Hill Rd,,,Salesforce
10952542,Inactive Investor,Austin Lewis,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11141959,Inactive Investor,Spencer Cook,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9600133,,Patricia Mauck,,,patricia.mauck@argi.net,,List import
11088907,Inactive Investor,Rebecca Green,Partner;Principal;Regulatory Contact,Springboard Asset Management LLC,rebecca@springboardasset.com,,Salesforce
11162486,Inactive Investor,Nancy Brokaw,Financial Advisor,Edward Jones San Diego CA 16955 Via del Campo,nancy.brokaw@edwardjones.com,,Salesforce
200042,,Gray Liptrot,,[Unknown],grayliptrot26@gmail.com,,
10790578,Inactive Investor,Jermaine Jamison,Associate Vice President,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",jermaine.l.jamison@ampf.com,,Salesforce
11149158,Inactive Investor,Jamison Sharples,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",jamison.sharples@nm.com,,Salesforce
9609909,,sadfs sadf,,,dogimoy884@iconmle.com,,List import
11104769,Inactive Investor,Mckenzie Lewis,Registered Associate,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",mckenzie.lewis@raymondjames.com,,Salesforce
10658284,,James Tabor,,,jtabor@primerica.com,,List Import
10872780,Inactive Investor,Hal Neisler,,PFS Investments Inc. Saint Charles MO 2850 W Clay St,hal.neisler@primerica.com,,Salesforce
10879739,Inactive Investor,Sarah Carpenter,,Edward Jones Oregon WI 165 W Netherwood St,,,Salesforce
10940275,Inactive Investor,Jackson Edelmann,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 1965 28th St",jackson.edelmann@ml.com,,Salesforce
11092157,Inactive Investor,Mandy Altland,,"Horace Mann Investors, Inc. Mechanicsburg PA 5236 E Trindle Rd",,,Salesforce
10870982,Inactive Investor,Patrick Maher,President,"CUSO Financial Services, L.P. Livonia MI 37373 7 Mile Rd",,,Salesforce
10801409,Inactive Investor,Katherine Tavares,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,katherine.sloan@fidelity.com,,Salesforce
10849143,Inactive Investor,Robert Westberg,,NYLIFE Securities LLC Downers Grove IL 5201 Washington St,rgwestberg@ft.newyorklife.com,,Salesforce
11220539,,Joseph Reagor,,,jreagor@roth.com,,Other
339007,,Gregory Barr,Managing Partner,"Silver Oak Services Partners,llc",gbarr@silveroaksp.com,847-332-0400,Manual List Upload
10841895,Inactive Investor,Jeffrey Hofmann,Financial Advisor,"VALIC Financial Advisors, Inc. Pittsburgh PA 3 Penn Ctr W",jeffrey.hofmann@valic.com,,Salesforce
9557033,,Paul Feinsinger,,,feinsingerp@hdvest.com,,List import
10892830,Inactive Investor,Kristopher Watts,,Cetera Investment Services LLC Spokane WA 717 W Sprague Ave,kelly.watts@ceterais.com,,Salesforce
10973212,Inactive Investor,Scott Thomas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9584421,,Ronald Moskat,,,ronm@pim4you.com,,List import
54123,,Gerald Esposito,"Partner, Chief Financial Officer, Chief Compliance Officer",Newbury Partners Llc,esposito@newbury-partners.com,203-428-3600,Manual List Upload
11185997,Inactive Investor,M Dabney,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11168771,Inactive Investor,James Ringstaff,Financial Advisor,Edward Jones Neosho MO 2502 Lusk Dr,joe.ringstaff@edwardjones.com,,Salesforce
10781128,Inactive Investor,Stephen Ellis,,"Avantax Investment Services, Inc. Cary NC 547 Keisler Dr",,,Salesforce
11014569,Inactive Investor,John Zoller,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",jack.k.zoller@nm.com,,Salesforce
11040886,Inactive Investor,Robert Hayes,Financial Advisor,"Bright Futures Wealth Management, LLC",,,Salesforce
10781133,Inactive Investor,David Smith,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,mark.smith@fmr.com,,Salesforce
235377,, -,,[[Unknown]],caesar0314@nate.com,,
10846665,Inactive Investor,David Smith,,"Thomas Smith and Associates, Inc. Salisbury NC 401 W Innes St",,,Salesforce
10986184,Inactive Investor,Andrew Tinsley,,Lincoln Investment Houston TX 7670 Woodway Dr,atinsley@lincolninvestment.com,,Salesforce
10861282,Inactive Investor,David Farra,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,,,Salesforce
11125183,Inactive Investor,Valerie Shamblin,,"Wells Fargo Clearing Services, LLC Sandpoint ID 320 N Fourth Ave",,,Salesforce
9587312,,Tushar Khese,,,tushar.khese@wealthmanagers.co.in,,List import
10994925,Inactive Investor,Julian Rock,,PFS Investments Inc. New Rochelle NY 466 Main St,jrock.xklw3@primerica.com,,Salesforce
10992814,Inactive Investor,Aaron Ellison,Partner,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",,,Salesforce
10899353,Inactive Investor,Connee Sullivan,Head - Family Office Services;Member;Partner,"SineCera Capital, LLC West Lake Hills TX 115 Wild Basin Rd",connee@sineceracapital.com,,Salesforce
10790797,Inactive Investor,Donna Bartholomew,,"Osaic Institutions, Inc. South Weymouth MA 1530 Main St",dbartholomew@infinexgroup.com,,Salesforce
10873833,Inactive Investor,Scott Driver,,"Horace Mann Investors, Inc. Minden NE 307 E 4th St",scott.driver@horacemann.com,,Salesforce
11145947,Inactive Investor,John Farrell,Senior Vice President,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,john.farrell@ubs.com,,Salesforce
9607142,,Kaleb Nunn,,,kaleb.r.nunn@gmail.com,,List import
11195020,Inactive Investor,Kalpnesh Patel,,"Ameritas Investment Company, LLC Temecula CA 41593 Winchester Rd",kalpnesh.patel@ameritas.com,,Salesforce
10895665,Inactive Investor,Natalie Capaccio,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",natalie.capaccio@nm.com,,Salesforce
227371,,Niki Durand -,,Niki Durand [[Unknown]],mapandfurry@yahoo.com,,Direct
10761607,Inactive Investor,John Hamm,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",john.h.hamm@wellsfargoadvisors.com,,Salesforce
10895488,Inactive Investor,Robert Daries,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Jenkintown PA 165 Township Line Rd,robert.daries@opco.com,,Salesforce
10929929,Inactive Investor,Sheldon Brubaker,Financial Advisor,"Pruco Securities, LLC. Ephrata PA 123 E Main St",sheldon.brubaker@prudential.com,,Salesforce
8480599,,Paul Behnken,,Charles Schwab,paul.behnken@schwab.com,(800) 435-4000,List Import
10856173,Inactive Investor,Scott Esterly,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11236505,Inactive Investor,Geovanny Vega-Zamora,Executive Vice President - Operations,Holder Wealth Management,geo@holderwealthmgt.com,,Salesforce
11132500,Inactive Investor,David Darby,Senior Vice President,"AGH Wealth Advisors, LLC",david.darby@aghwealth.com,,Salesforce
233106,,Beverly Ezebuike,,[[Unknown]],beverly.ezebuike@gmail.com,,Paid Social
10810639,Inactive Investor,Carrie Dady,Senior Wealth Strategy Associate,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,carrie.dady@ubs.com,,Salesforce
9608240,,Fabrice Teboul,,,fabriceteboul@yahoo.com,,List import
11102240,Inactive Investor,Kenneth Szczypka,,Cetera Advisor Networks LLC Northville MI 46670 Stratford Ct,,,Salesforce
11163227,Inactive Investor,Paul Stephens,Managing Director,LPL Financial LLC Bloomfield Hills MI 7 W Square Lake Rd,paul.stephens@lpl.com,,Salesforce
10978390,Inactive Investor,Enrique Hernandez,Financial Advisor,"Independent Wealth Network, Inc. El Paso TX 5959 Gateway Blvd W",,,Salesforce
2010135,,SethTest Test,,,seth@dcoepdpe.org,,
9583831,,Aynur Kozat,,,aynur.kozat@glendowercapital.com,,List import
11198058,Inactive Investor,Michael Oliver,,Country Capital Management Company Lacey WA 6050 Pacific Ave SE,mike.oliver@countryfinancial.com,,Salesforce
10853094,Inactive Investor,Gerald Starbuck,,"Ameritas Investment Company, LLC Leawood KS 12405 Beverly St",gstarbuck@ameritas.com,,Salesforce
10784911,Inactive Investor,Michael Turnbough,Complex Manager;Managing Director - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",michael.turnbough@raymondjames.com,,Salesforce
10896520,Inactive Investor,Molly Manning,Client Service Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,molly.manning@ubs.com,,Salesforce
10806831,Inactive Investor,Emily Hernandez,Assistant Vice President;Business Development Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,emily.hernandez@morganstanley.com,,Salesforce
1004388,Inactive Investor,Wingate Grim,,Wingate Grim,wgrim@philadelphiatrust.com,,
11041352,Inactive Investor,Jeremy Collins,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,jeremy.collins@fmr.com,,Salesforce
11254885,Inactive Investor,Michael Papi,Wealth Manager,"Capstone Wealth Management Group, LLC Matthews NC Private Residence",mpapi@capstone-wealth.com,,Salesforce
9562050,,David Schaal,,,david.schaal@securitiesamerica.com,,List import
10809492,Inactive Investor,Joseph Disanza,Managing Partner,"NBC Securities, Inc. Massapequa NY 5000 Merrick Rd",,,Salesforce
9611647,,Aymeric Raymond,,,aym_63@hotmail.fr,,List import
340965,,Patrick Clavio,Product Manager,"50 South Capital Advisors, Llc",patrick.clavio@50southcapital.ntrs.com,312-630-6000,Manual List Upload
10789242,Inactive Investor,Sherman Daal,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10995665,Inactive Investor,Matthew Gregory,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
10647153,,Dana Nightingale,,,dana@obermeyerwood.com,,List Import
11105235,Inactive Investor,Manuel Dermanuelian,Financial Advisor;Senior Vice President,Morgan Stanley Woodland Hills CA 21650 Oxnard St,manny.der@morganstanley.com,,Salesforce
10893757,Inactive Investor,Austin Byers-King,Client Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
10795845,Inactive Investor,Troy Kurth,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",troy.a.kurth@ampf.com,,Salesforce
11162605,Inactive Investor,Phillip Moehrke,Financial Advisor;Vice President - Wealth Management,Morgan Stanley San Jose CA 225 W Santa Clara St,phillip.moehrke@morganstanley.com,,Salesforce
10815483,Inactive Investor,Earl Axelson,,"Wells Fargo Advisors Financial Network, LLC Hingham MA 2 Essington Dr",daniel.axelson@wfafinet.com,,Salesforce
9610832,,Brian Summers,,,bsummers@comcast.net,,List import
11138155,Inactive Investor,Mark Barber,Financial Advisor,Edward Jones Winter Haven FL 5535 Cypress Gardens Blvd,mark.barber@edwardjones.com,,Salesforce
11051172,Inactive Investor,Marvin Dennard,,The O.N. Equity Sales Company Tyler TX 202 Robert E Lee Dr,henrydennard@onesco.net,,Salesforce
11036588,Inactive Investor,Georgia Coats,Owner,Coats Financial Planning,georgia.coats@coatsfinancialplanning.com,,Salesforce
11106790,Inactive Investor,Kevin Seibert,President,"Balance Financial Services, Inc.",,,Salesforce
10933791,Inactive Investor,Jonathan Parr,,Avant-Garde Trading Securities,,,Salesforce
11145296,Inactive Investor,Leonard Kaplan,Financial Advisor,Morgan Stanley Boynton Beach FL Private Residence,leonard.kaplan@morganstanley.com,,Salesforce
11124915,Inactive Investor,Philip Valeriano,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",philip.valeriano@wellsfargoadvisors.com,,Salesforce
10962126,Inactive Investor,Kenneth Lachance,Senior Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
11121785,Inactive Investor,Justin Benzinger,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",justin.benzinger@schwab.com,,Salesforce
245326,,Mitch Casino,Investment Management Analyst,State Farm,mitch.casino.wf12@statefarm.com,13098464781,Manual List Upload
9574326,,Margery Flicker,,,mflicker@taurusllc.com,,List import
10806498,Inactive Investor,Chad Richey,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",chad_richey@ml.com,,Salesforce
10851152,Inactive Investor,Shaheen Soltankhah,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston NY 108 N Front St",shaheen.soltankhah@wellsfargoadvisors.com,,Salesforce
10980841,Inactive Investor,Jason Hawley,,J.P. Morgan Securities LLC Cape Coral FL 1624 Cape Coral Pkwy W,jason.m.hawley@chase.com,,Salesforce
11150891,Inactive Investor,Nancy Bockelman,,LPL Financial LLC Vero Beach FL Private Residence,,,Salesforce
73751,,Martin Spicer,,United Kingdom,spikespicer@gmail.com,,source
11005044,Inactive Investor,Matthew Siers,,Cetera Advisor Networks LLC Saint Cloud MN 1407 33rd St S,,,Salesforce
11132486,Inactive Investor,Janet Johnson,Owner,Big Sioux Wealth Management,janet@bigsiouxwealth.com,,Salesforce
10603830,,Brett Cohen,"Chief Executive Officer, Limited Partner, Partner, President, Regulatory Contact",JGB Capital Management L.P.,bcohen@jgbcap.com,,List import
11160868,Inactive Investor,Andrew Epstein,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,andrew.epstein@fidelity.com,,Salesforce
10838070,Inactive Investor,Edgardo Moncada,Financial Advisor,LPL Financial LLC San Francisco CA 1250 Jones St,edgardo.moncada@lpl.com,,Salesforce
10875661,Inactive Investor,Mariano Llosa,Wealth Advisor,"Octavia Wealth Advisors LLC Miami, FL 2980 Mcfarlane Rd",mllosa@octaviawa.com,,Salesforce
11150923,Inactive Investor,Russell Cotton,First Vice President - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",russell.cotton@raymondjames.com,,Salesforce
10857004,Inactive Investor,Jason Patterson,Financial Advisor,Morgan Stanley Boise ID 101 S Capitol Blvd,jason.patterson@morganstanley.com,,Salesforce
10846101,Inactive Investor,Ronald Bates,Chairman;Chairman Emeritus;Founder;Member,"St. Clair Advisors, LLC",reb@saintclairllc.com,,Salesforce
10986176,Inactive Investor,Roger Mathis,,"Farmers Financial Solutions, LLC Helena MT 1313 11th Ave",rmathis@farmersagent.com,,Salesforce
10885305,Inactive Investor,Alexander Kukurudz,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,alexander.kukurudz@jpmorgan.com,,Salesforce
10855169,Inactive Investor,Tyler Alvord,Shareholder;Wealth Advisor,LVM Capital Management Ltd,talvord@lvmcapital.com,,Salesforce
10793496,Inactive Investor,Gordon Baker,Financial Advisor,LPL Financial LLC Manning SC 106 S Brooks St,badge.baker@lpl.com,,Salesforce
11099966,Inactive Investor,Rylee Williams,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10766165,Inactive Investor,Brian Ramaker,Financial Advisor,Edward Jones Naperville IL 1315 Macom Dr,brian.ramaker@edwardjones.com,,Salesforce
11093391,Inactive Investor,David Ferman,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",david.ferman@wellsfargoadvisors.com,,Salesforce
10796620,Inactive Investor,Kristy Sullivan,Financial Advisor;Financial Planning Consultant;Senior Investment Management Analyst,"Raymond James & Associates, Inc. Naperville IL 620 N River Rd",kristy.sullivan@raymondjames.com,,Salesforce
10799873,Inactive Investor,Steve Koh,First Vice President,Morgan Stanley Hermosa Beach CA Private Residence,steve.koh@morganstanley.com,,Salesforce
11059665,Inactive Investor,Tracie Reithmann,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",,,Salesforce
9626483,,Jonathan Adams,,,jonaadams318@icloud.com,,List import
11151846,Inactive Investor,Richard Mohelski,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",richard.g.mohelski@ml.com,,Salesforce
10937857,Inactive Investor,Lawrence Topps,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,lltopps@ft.newyorklife.com,,Salesforce
11200278,Inactive Investor,Hope Boyce,,"Raymond James Financial Services, Inc. Lake Oswego OR 4949 Meadows Rd",hope.boyce@raymondjames.com,,Salesforce
10817346,Inactive Investor,Ronald Schiel,Member;Wealth Manager,Northwest Financial Choices,rschiel@nwfinancialchoices.com,,Salesforce
9546322,,Nathan Stedham,,,nathanstedham@gmail.com,,List import
9554873,,Michael Ktona,,,michael_ktona@yahoo.com,,List import
10981469,Inactive Investor,John Frazier,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",john.s.frazier@nm.com,,Salesforce
9632799,,Lawrence Codraro,,,larry.codraro@ms.com,,List import
11130309,Inactive Investor,Angela Lew,Portfolio Associate,Morgan Stanley San Francisco CA 555 California St,angela.lew@morganstanley.com,,Salesforce
218695,,Anthony Smith,,[Unknown],boltfinder@gmail.com,,source
10613296,,Alex Zamoyski,"Senior Financial Advisor, Vice President",,alex.zamoyski@ml.com,,List Import
9621022,,Mohammad Kazak,,,kazakmk2001@gmail.com,,List import
10974708,Inactive Investor,Gretchen Walter,,Edward Jones Manchester IA 124 E Fayette St,gretchen.walter@edwardjones.com,,Salesforce
9560013,,Allison Bolia,,,allison@kpfglobal.com,,List import
11068155,Inactive Investor,Derby Chukwudi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,derby.chukwudi@jpmorgan.com,,Salesforce
10990485,Inactive Investor,Alyssa Thon,,"Wells Fargo Clearing Services, LLC Billings MT 1325 Main St",,,Salesforce
10489883,,Andrew Hunt,,Worth Asset Management Plano TX Private Residence,andrewchunt@yahoo.com,,List Import
10915915,Inactive Investor,Isai Turcios Cristales,Relationship Banker,"Wells Fargo Clearing Services, LLC Orlando FL 2434 E Colonial Dr",isai.turcios@wellsfargo.com,,Salesforce
11037012,Inactive Investor,Christopher Moore,Investment Advisor Representative,DST Wealth Management LLC Halfmoon NY Private Residence,,,Salesforce
9570482,,Kirk Cowden,,,kirk.cowden@pnc.com,,List import
11162434,Inactive Investor,Rebecca Olmstead,,LPL Financial LLC Sarasota FL 2477 Stickney Point Rd,rebecca.guttridge@lpl.com,,Salesforce
10828174,Inactive Investor,Phillip Kennemer,,B. Riley Wealth Management Spring TX 1780 Hughes Landing Blvd,,,Salesforce
9597406,,Carol Benz,,,carol.benz@bosinvest.com,,List Import
10998797,Inactive Investor,Brianna Brown,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
209954,,Markus Birk,,Germany,m.birk79@gmail.com,,Organic Search
11072155,Inactive Investor,Matthew Littrell,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",matthew.littrell@tiaa.org,,Salesforce
10861868,Inactive Investor,Jennefer Figuereo,Private Client Banker,J.P. Morgan Securities LLC Greenwich CT 231 Greenwich Ave,jennefer.c.figuereo@jpmorgan.com,,Salesforce
10931169,Inactive Investor,Katharine Lois,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Woodstock IL 11621 Catalpa Ln",kate.lois@benjaminfedwards.com,,Salesforce
10924672,Inactive Investor,Natasha Cashman,Associate Financial Planner;Owner;President,Capital Assets Planning Incorporated,,,Salesforce
11237119,Inactive Investor,Christopher Kaufman,Financial Advisor,Great Waters Financial,,,Salesforce
10757621,Inactive Investor,James Unger,Financial Advisor,"Ameriprise Financial Services, LLC Plain City OH Private Residence",james.2.unger@ampf.com,,Salesforce
209179,,Kenneth Chavis,,"Hightower Advisors, Llc",kchavis@hightoweradvisors.com,,
10951818,Inactive Investor,Meghan Childs,Director,Boundary Street Partners LP,,,Salesforce
11115582,Inactive Investor,Jon Grossi,,Country Capital Management Company Tulsa OK 8282 S Memorial Dr,j.grossi@countryfinancial.com,,Salesforce
11061475,Inactive Investor,Kevin McGuire,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,kevin.mcguire@gs.com,,Salesforce
10896886,Inactive Investor,Benjamin Zamora,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
10908069,Inactive Investor,Nathan Berger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9642273,,Tamara Ludiker,,,tamaraludiker1885@gmail.com,,List import
10821402,Inactive Investor,Sean Jones,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",sean.jones@nm.com,,Salesforce
11080944,Inactive Investor,Brian Bello,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",brian.bello@wellsfargoadvisors.com,,Salesforce
9623970,,Theresa Taylor,,,believe06@comcast.net,,List import
10996028,Inactive Investor,Marc-Junior Alcide,,PFS Investments Inc. West Palm Beach FL 2669 Forest Hill Blvd,malcide@primerica.com,,Salesforce
340464,,Thomas Smith,Member And Co-President,"Savano Direct Capital Partners, Llc",tom@brownsavano.com,443-873-3561,Manual List Upload
11145534,Inactive Investor,Phyllis Debuhr-Mazour,,State Farm VP Management Corp. Marshalltown IA 8 E Southridge Rd,phyllis.mazour.gsde@statefarm.com,,Salesforce
210351,,Buddie Ballard,"Founding Partner, Managing Partner",Alpha Capital Management,bud@alphacapm.com,512-322-9318,
10933452,Inactive Investor,Brian McCafferty,,"J. Alden Associates, Inc.",bmccafferty@j-alden.com,,Salesforce
10885778,Inactive Investor,Brian Francis,Financial Advisor,Commonwealth Financial Network Overland Park KS 10801 Mastin St,,,Salesforce
217577,,Robert Bell,,[Unknown],rbell41@gmail.com,,Direct
11201276,Inactive Investor,Fabienne Smith,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,smith.fabienne@primerica.com,,Salesforce
9576521,,Harvey Kraus,,,harvey@walnutfund.com,,List import
10872665,Inactive Investor,Joshua Fallenstein,,"Gradient Securities, LLC Sayre PA 119 W Packer Ave",jfallenstein@gradientsecurities.com,,Salesforce
238762,,terry.booth11879@att.net Booth,,[Unknown],terry.booth11879@att.net,,
10846999,Inactive Investor,Joshua McCoy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 200 Hudson St",joshua.k.mccoy@ml.com,,Salesforce
10850249,Inactive Investor,William Witzke,,"Allstate Financial Services, LLC Auburn CA 1201 Grass Valley Hwy",williamwitzke@allstate.com,,Salesforce
10908114,Inactive Investor,Elaine Miller,Financial Professional,LPL Financial LLC Front Royal VA Private Residence,elaine.miller@lpl.com,,Salesforce
5163973,,long lyna,,,hoyiyob253@jernang.com,,Web Form Fillout
11022949,Inactive Investor,Curtis Williams,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",curtis.williams@nm.com,,Salesforce
7493978,,William Smith,,,borego5413@dogemn.com,,Web Form Fillout
10818849,Inactive Investor,Jeffrey Blanc,,NYLIFE Securities LLC,jblanc@ft.newyorklife.com,,Salesforce
350486,,Ben Gravley,Managing Director,"Kellner Private Fund Management, Lp",bgravley@kellnercap.com,212-350-0200,Manual List Upload
11254765,Inactive Investor,Renee King,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",renee.king@prudential.com,,Salesforce
10848908,Inactive Investor,Daniel Weinbaum,Chief Compliance Officer;Managing Member;Owner;President,Spindletop Commonwealth Advisors LLC Beaumont TX 595 Orleans St,,,Salesforce
10864834,Inactive Investor,Melchor Muzkiz,,"Osaic Wealth, Inc. Garland TX Private Residence",,,Salesforce
9578111,,Brent Besinger,,,brent.besinger@lfg.com,,List import
9647921,,Ian MacLure,,,popmaclure@gmail.com,,List import
236350,, -,,[[Unknown]],meshlubane@gmail.com,,
10902950,Inactive Investor,Nicholas Peterson,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10772676,Inactive Investor,John Ackerly,Director;Senior Vice President,Davenport & Company LLC,jackerly@investdavenport.com,,Salesforce
239098,,BARBARA RAIRDEN,,[Unknown],aliannaschaos@gmail.com,,Direct
334041,,Mark Mason,"Director, shareholder",Oxford Real Estate Advisors Inc,mmason@oxforddevelopment.com,412-261-1500,Manual List Upload
9554167,,Tucker Strange,,,tucker.strange@fmr.com,,List import
240138,,Amanda Miniutti,Research Coordinator,"Rfg Advisory, Llc",amanda@williamsfa.com,205-397-2450,Manual List Upload
11042112,Inactive Investor,Joshua Flint,Financial Advisor,Edward Jones Burley ID 388 Overland Ave,josh.flint@edwardjones.com,,Salesforce
10758108,Inactive Investor,John Brow,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",john.brow@ml.com,,Salesforce
11186268,Inactive Investor,Laura Campbell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10760938,Inactive Investor,Jay Diesing,Senior Vice President - Wealth Management,UBS Financial Services Inc. Southampton NY 8 Main St,jay.diesing@ubs.com,,Salesforce
11239014,Inactive Investor,MARK ZIMMERMAN,,"The Leaders Group, Inc.",markz@owropinion.com,,Salesforce
9593268,,Melissa Carlucci,,,mcarlucci@tlcadvisory.com,,List import
10991116,Inactive Investor,Matthew Walter,,LPL Financial LLC Wichita KS 10333 E 21st St N,matthew.walter@lpl.com,,Salesforce
10956235,Inactive Investor,Alan Bunn,Senior Consultant,BentOak Capital Lubbock TX 611 University Ave,,,Salesforce
123870,,Matthew Ward,"Financial Advisor, President","New Century Partners-The No-Load Group, Inc.",matt.ward@newcenturyinvestments.com,817-238-6300,
9583991,,silasdang 1984,,,thanhliem1982vl@gmail.com,,List import
9559858,,seyed ghorabi,,,jahad59ghasem@gmail.com,,List import
6970735,,MOHAMMAD LALTU MIA MOHAMMAD LALTU MIA,,,lantumollick@gmail.com,,Web Form Fillout
9565431,,alastair curtis,,,crtala002@gmail.com,,List import
11006167,Inactive Investor,Chelsea Evans,,PFS Investments Inc. Harbor Springs MI 8468 M 119,6nlvj@primerica.com,,Salesforce
11019547,Inactive Investor,Tyler Stephens,Wealth Advisor,"Stephens Consulting, LLC Flint MI 5206 Gateway Ctr",,,Salesforce
10839474,Inactive Investor,Justin Pippert,Chief Compliance Officer;Financial Professional;Managing Partner;Owner,TriFound Advisory LLC Kalamazoo MI 6350 W KL Ave,jpippert@trifound.com,,Salesforce
9638421,,Markus Wiedemann,,,markus.wiedemann@llb.li,,List import
342723,,Nathan Mcgough,Chief Financial Officer,Basa Advisors,nmcgough@basaresources.com,214-559-4200,Manual List Upload
10912744,Inactive Investor,Adam Wohlscheid,Financial Advisor,LPL Financial LLC Bay City MI 5982 Westside Saginaw Rd,adam.wohlscheid@lpl.com,,Salesforce
10765048,Inactive Investor,Peter Ambrose,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",peter_ambrose@ml.com,,Salesforce
10975884,Inactive Investor,James Gehring,,"Cambridge Investment Research, Inc. Cleveland OH 9680 Sweet Valley Dr",,,Salesforce
10832884,Inactive Investor,Laura Pittman,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 941 Glenwood Station Ln",laura.pittman2@ampf.com,,Salesforce
10945474,Inactive Investor,Rossana Ionescu,Relationship Manager,TD Private Client Wealth LLC,rossana.ionescu@td.com,,Salesforce
10892902,Inactive Investor,Bradley Cooper,Practice Associate,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",bradley.cooper@ampf.com,,Salesforce
11122058,Inactive Investor,Barbara Skidmore,,J.P. Morgan Securities LLC Ronkonkoma NY 130 Portion Rd,barbara.skidmore@jpmorgan.com,,Salesforce
11219505,,Peter Crowell,,,peter.crowell@lpl.com,,Other
11235104,Inactive Investor,Charles Manning,Financial Advisor,"Compass Ion Advisors, LLC",,,Salesforce
11012650,Inactive Investor,Ubaldo Monay,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",monay.ubaldo@principal.com,,Salesforce
6597661,,Wayne Luzon,,,doubleu.luzon@hawaiiantel.net,8088854755,Web Form Fillout
10613979,,Lewis Orenstein,"Financial Advisor, Senior Vice President",,lewis.orenstein@wellsfargoadvisors.com,,List Import
10830026,Inactive Investor,Frank Beals,Financial Advisor,Edward Jones Elkin NC 965 N Bridge St,frank.beals@edwardjones.com,,Salesforce
9567273,,?? ?,,,indianara@naver.com,,List import
10864338,Inactive Investor,Kristin Hill,Financial Advisor,Edward Jones Prairie Du Chien WI 1000 S Marquette Rd,noelle.hill@edwardjones.com,,Salesforce
9584807,,Jonathan Satovsky,"Chief Executive Officer, Founder, Managing Member, Regulatory Contact",Satovsky Asset Management LLC,jonathan@satovsky.com,,List import
11081237,Inactive Investor,Victor Goldman,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",vgoldman@financialguide.com,,Salesforce
9625913,,jorge ramos,,,jramos6562@gmail.com,,List import
9619284,,Chris Oberholzer,,,chris@infinitywealth.us,,List import
9617561,,John Canning,,,jcanning@mdcp.com,,List import
10926481,Inactive Investor,Lindsay Rockwell,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",lindsay.rockwell@tiaa.org,,Salesforce
11145098,Inactive Investor,Mara Litman,Associate Vice President;Financial Advisor,Morgan Stanley San Diego CA 16644 W Bernardo Dr,lauren.litman@morganstanley.com,,Salesforce
10616224,,Matthew Pruyn,,,mpruyn@rwbaird.com,,List Import
11110421,Inactive Investor,Howard Gross,Chief Compliance Officer;Managing Member,Gross Investments LLC,howard@gross-inv.com,,Salesforce
10904361,Inactive Investor,Yvette Sanchez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",yvette.sanchez2@ml.com,,Salesforce
10618996,,Jessica Spondouris,,,jessica.spondouris@morganstanley.com,,List Import
11229388,Inactive Investor,Georgia Taylor,Financial Advisor,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",,,Salesforce
10815271,Inactive Investor,Richard Botkin,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Roseville CA 1420 Rocky Ridge Dr",botkinr@stifel.com,,Salesforce
10846061,Inactive Investor,Paulina Wong,Assistant Vice President;Business Service Officer;Vice President;Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11201074,Inactive Investor,David Lobacz,Financial Advisor,"Ameriprise Financial Services, LLC Olney IL 801 S West St",david.e.lobacz@ampf.com,,Salesforce
11176460,Inactive Investor,Eric Thompson,Financial Advisor,Edward Jones Shelton WA 421 N 3rd St,eric.r.thompson@edwardjones.com,,Salesforce
9559962,,Gene Neavin,,,gneavin@federatedinv.com,,List import
10828838,Inactive Investor,Deanna Gallo,,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",gallod@stifel.com,,Salesforce
10771118,Inactive Investor,Bruce Brundige,Financial Consultant,LPL Financial LLC Seattle WA 701 5th Ave,bruce.brundige@lpl.com,,Salesforce
339101,,Jay Pomrenze,Director,Clarity Capital Kcps Ltd,jpomrenze@claritycap.com,972-377-79000,Manual List Upload
10993459,Inactive Investor,Thupten Samchok,,Jefferies LLC,tsamchok@jefferies.com,,Salesforce
9610609,,Lisa Klemen,,,lisa.klemen.de@gmail.com,,List import
11183593,Inactive Investor,Brian Sharp,,"Allstate Financial Services, LLC Madison OH 6396 N Ridge Rd",briansharp@allstate.com,,Salesforce
10852271,Inactive Investor,Chase Dickens,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,chase.dickens@ubs.com,,Salesforce
10950404,Inactive Investor,Charles Tilkens,,Vanguard Marketing Corporation,charles_tilkens@vanguard.com,,Salesforce
11068484,Inactive Investor,Karen Loehman,,"Wells Fargo Clearing Services, LLC San Angelo TX 36 W Beauregard Ave",karen.loehman@wellsfargoadvisors.com,,Salesforce
11076594,Inactive Investor,Terry Hollar,,"Regulus Financial Group, LLC Hickory NC 3307 Springs Rd NE",,,Salesforce
11013167,Inactive Investor,Brock Hunter,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,bhunter@primerica.com,,Salesforce
11116660,Inactive Investor,Jesse Parks,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",jesse.parks@raymondjames.com,,Salesforce
10928233,Inactive Investor,Gale Simpson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 9921 Dupont Cir Dr W",gale.simpson@ml.com,,Salesforce
11183528,Inactive Investor,Andrew Sweere,Chief Compliance Officer,Bright Angel Advisors LLC,,,Salesforce
9630335,,z z,,,fake_email_only@hotmail.com,,List import
11126560,Inactive Investor,Megan Homan,Complex Risk Officer;Vice President,Morgan Stanley Peoria IL 401 Main St,megan.homan@morganstanley.com,,Salesforce
10801284,Inactive Investor,Kevin Nohilly,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Freehold NJ 72 W Main St",kevin.nohilly@wellsfargo.com,,Salesforce
10968821,Inactive Investor,Jennifer Chesnut,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10839948,Inactive Investor,Shane Obrien,Vice President - Wealth Management,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",,,Salesforce
10974064,Inactive Investor,Chase Netusil,,"Raymond James Financial Services, Inc. Ankeny IA 2010 N Ankeny Blvd",chase.netusil@raymondjames.com,,Salesforce
10865777,Inactive Investor,Lynda Rummelhoff,,State Farm VP Management Corp. Moorpark CA 332 Moorpark Ave,lynda.rummelhoff.b78b@statefarm.com,,Salesforce
52310,,Oussama lagfaifi,,United Kingdom,mrlagfaifi@gmail.com,,
215279,,Richard Bernstein,,[Unknown],rbernstein@rbadvisors.com,,
10838633,Inactive Investor,Robert Hemmick,,"The Leaders Group, Inc.",,,Salesforce
9567909,,Christopher Gable,,,cgable@atlanticbb.net,,List import
10914025,Inactive Investor,William Barlowe,Financial Advisor,Edward Jones Kirkland WA 13520 100th Ave NE,bill.barlowe@edwardjones.com,,Salesforce
10945643,Inactive Investor,Travis Boak,,Cetera Advisor Networks LLC Englewood CO 5299 DTC Blvd,,,Salesforce
10983067,Inactive Investor,Michael Wilcox,,"OneAmerica Securities, Inc. Alpharetta GA Private Residence",,,Salesforce
10993783,Inactive Investor,Valeh Bakhshalizada,,J.P. Morgan Securities LLC Dedham MA 869 Providence Hwy,valeh.bakhshalizada@jpmorgan.com,,Salesforce
9592067,,Dana Glosman,,,dana_demattia@yahoo.com,,List import
11011301,Inactive Investor,Christine Mok,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,,,Salesforce
10726393,,Brian kimutai,,,brayokymz98@gmail.com,,Web Form Fillout
11032851,Inactive Investor,Khadijah Clemonts,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,khadijah.v.clemonts@jpmorgan.com,,Salesforce
9561276,,theara dare,,,tuysgufhufg889@gmail.com,,List import
11149843,Inactive Investor,Jodilyn Kruse,,Park Avenue Securities LLC Clearwater FL 2641 McCormick Dr,jodilyn_kruse@glic.com,,Salesforce
9613904,,Reg Clay,,,regeclay@gmail.com,,List import
10615515,,Janice Alexander,"Financial Advisor, Vice President",,janice.alexander@morganstanley.com,,List Import
11050768,Inactive Investor,Jimmy Lara,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,jimmy.lara@primerica.com,,Salesforce
10999730,Inactive Investor,Susan Harper,,LPL Financial LLC Newport Beach CA 4400 Macarthur Blvd,susan.harper@lpl.com,,Salesforce
11238580,Inactive Investor,Kim Adamek,,"Madison International Realty Holdings, LLC",kadamek@madisonint.com,,Salesforce
11129551,Inactive Investor,Alyssa Estro,,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",,,Salesforce
10984924,Inactive Investor,Junko Okamoto,,Park Avenue Securities LLC Los Angeles CA 3731 Wilshire Blvd,,,Salesforce
10859142,Inactive Investor,Galvin Anciano,,"Transamerica Financial Advisors, Inc Houston TX 13831 Northwest Fwy",galvin.anciano@tfaconnect.com,,Salesforce
9642341,,Dario Leka,,,dleka@virtu.com,,List import
10771026,Inactive Investor,James Schneiderman,Director - Sports and Entertainment;Executive Director - Wealth Management;Family Wealth Director;Financial Advisor;Portfolio Ma,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,james.schneiderman@morganstanley.com,,Salesforce
10912223,Inactive Investor,Ivy Ip,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,ivy.ip@morganstanley.com,,Salesforce
11184322,Inactive Investor,Charles Black,Financial Associate,Thrivent Investment Management Inc. Wheaton IL 107 W Front St,chaz.black@thrivent.com,,Salesforce
10838405,Inactive Investor,Timothy Kay,Chief Compliance Officer;Investment Advisor;Managing Member,"Investment Managers Group, LLC",tim@investment-managers-group.com,,Salesforce
9550936,,daeyoung Kim,,,no1lazenca@gmail.com,,
11166766,Inactive Investor,Shalamaar Muhammad,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",shalamaar.muhammad@raymondjames.com,,Salesforce
10806473,Inactive Investor,Nancy Falco,Assistant Vice President;Wealth Management Associate,Morgan Stanley Boston MA 28 State St,nancy.falco@morganstanley.com,,Salesforce
11139745,Inactive Investor,Joan Tsuei,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",joan.tsuei@ml.com,,Salesforce
10885237,Inactive Investor,Patrick Stoa,,"Raymond James Financial Services, Inc. Green Bay WI 1138 Main St",patrick.stoa@raymondjames.com,,Salesforce
10925203,Inactive Investor,Virgil Walker,,Fidelity Brokerage Services LLC,,,Salesforce
11162904,Inactive Investor,Brian Abad,,"Ameritas Investment Company, LLC Roseville CA 2530 Douglas Blvd",brian.abad@ameritas.com,,Salesforce
10659212,,Peggy Robinson,,,peggy.robinson@edwardjones.com,,List Import
11005509,Inactive Investor,James McColm,,"VALIC Financial Advisors, Inc.",,,Salesforce
150942,,Gonçalo Andrade e Sousa,,GonÃ§alo Andrade e Sousa,goncalo.a.sousa@gmail.com,,
11009461,Inactive Investor,Andrew Brooks,,NYLIFE Securities LLC Bismarck ND Private Residence,acbrooks@ft.newyorklife.com,,Salesforce
10954051,Inactive Investor,Valerie Borin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,valerie_borin@vanguard.com,,Salesforce
11108159,Inactive Investor,Kaelyn Murphy,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
10618312,,Dione Pulsoni Hrasch,,,dione.pulsonihrasch@usbank.com,,List Import
10906997,Inactive Investor,Brent Bonstingl,Client Advisor;Managing Director,Delaware Wealth Planners,bbonstingl@dwpinvest.com,,Salesforce
10794452,Inactive Investor,Jonathan Bacon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
99883,,Alexandre Carias,Owner,VIP Rebate Realty,cariasalexandre@gmail.com,,
237372,, -,,[[Unknown]],lesliesmukler@yahoo.com,,
371996,,Tsakani Mhlarhi,,South Africa,tsakanim42@gmail.com,,Salesforce
10968073,Inactive Investor,Michael Schultz,,"FBL Marketing Services, LLC",michael.schultz@fbfs.com,,Salesforce
10984078,Inactive Investor,Owen Peterson,Owner;Relationship Manager;Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 1761 County Road C W",owen.peterson@ml.com,,Salesforce
11079744,Inactive Investor,Craig Mickelson,Financial Representative,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",craig.mickelson@nm.com,,Salesforce
11026530,Inactive Investor,Kevin Conway,Financial Advisor,Edward Jones Havertown PA 1221 W Chester Pike,kevin.conway@edwardjones.com,,Salesforce
9613797,,Aymeric Ameur,,,ayameur@gmail.com,,List import
231546,, -,,[[Unknown]],lawrence_lyu@outlook.com,,Organic Search
10844493,Inactive Investor,Yvette Broder,,LPL Financial LLC Beverly Hills CA 9830 Melinda Dr,yvette.broder@lpl.com,,Salesforce
10971407,Inactive Investor,Victoria Saad,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,vsaad@ft.newyorklife.com,,Salesforce
10769626,Inactive Investor,Nancy Findeisen,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,nfindeisen@brileywealth.com,,Salesforce
10762419,Inactive Investor,Theresa Dillard,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",theresa.dillard@ml.com,,Salesforce
10966312,Inactive Investor,Liam McGann,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11159763,Inactive Investor,Olivia Lewis,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,olivia.lewis@primerica.com,,Salesforce
11192973,Inactive Investor,Faye Perdue,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,faye.perdue.c29y@statefarm.com,,Salesforce
10852333,Inactive Investor,Matthew Dombrowski,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",mdombrows@ampf.com,,Salesforce
10616096,,Tom Lozanoski,,,tom.x.lozanoski@ampf.com,,List Import
10864976,Inactive Investor,Michael Berger,Chief Compliance Officer;Director - Client Operations,"Optas, LLC",michael.berger@optascapital.com,,Salesforce
11143927,Inactive Investor,Driscoll Docanto,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",driscoll.docanto@ml.com,,Salesforce
11010942,Inactive Investor,Matthew Hamel,Financial Advisor;Financial Representative,"Principal Securities, Inc. Latham NY 637 New Loudon Rd",hamel.matt@principal.com,,Salesforce
11042489,Inactive Investor,Mac Thatcher,Financial Advisor,"Bright Lake Wealth Management, LLC",james@brightlakewealth.com,,Salesforce
243155,Inactive Investor,Ralph Bassett,Head of North American Equities,Abrdn,ralph.bassett@abrdn.com,610 7159307,Manual List Upload
11005228,Inactive Investor,Brandon Villescas,,"MML Investors Services, LLC",,,Salesforce
10850349,Inactive Investor,Daniel Gong,,"Charles Schwab & Co., Inc. Cupertino CA 19349 Stevens Creek Blvd",,,Salesforce
11168494,Inactive Investor,Viktor Misko,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,viktor.misko@fidelity.com,,Salesforce
10510352,,James Kim,Head of ETF Capital Markets,VanEck,jkim@vaneck.com,,List Import
6872020,,vikasy soungha,,,yagage8240@wireps.com,,Web Form Fillout
9586274,,Aaron Bell,,,318rab@gmail.com,,List import
10979065,Inactive Investor,Kesia Rodriguez,,PFS Investments Inc. Laredo TX 6423 McPherson Rd,krodriguez@primerica.com,,Salesforce
10754320,Inactive Investor,David Liguori,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Pittsburgh PA 1 PPG Pl,david.liguori@morganstanley.com,,Salesforce
9594682,,Lisa Benchaabane,,,lbenchaabane@financialengines.com,,List import
9550649,,Arthur Ream,,,arthur.p.ream@suntrust.com,,List import
11206521,Inactive Investor,Lawrence Stoehr,,FAS Corp.,stoehrl@faskc.com,,Salesforce
11031879,Inactive Investor,Rodney Nelson,Financial Advisor,"CUSO Financial Services, L.P. Galveston TX 428 Post Office St",,,Salesforce
239975,,Thomas Vogelheim,,[Unknown],tvogelheim@ffgwealth.com,(318)-377-0214,Database Upload
11047274,Inactive Investor,Jessica Cerne,,LPL Financial LLC Canby OR 486 NW 2nd Ave,jessica.cerne@lpl.com,,Salesforce
10991942,Inactive Investor,Robert Triplett,,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
11074265,Inactive Investor,Benjamin Hofkin,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Portfolio Manager;President;Principal;Treasurer,"Hofkin Capital Management, Inc.",ben@hofkincapital.com,,Salesforce
1001233,Inactive Investor,Yichi Zhang,,Snow Lake,yichi.zhang.yz@gmail.com,,3rd Party Lead Gen
10364587,,yunsu choi,,,cys9523@naver.com,,Web form fillout
11019504,Inactive Investor,William Melendez,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",william.melendez@prudential.com,,Salesforce
332662,,Steven Thomas Kehoe,,TBD,stkehoe@yahoo.com,5025484860,
11119014,Inactive Investor,David Burg,,"Raymond James Financial Services, Inc. Cumming GA 5975 Pkwy North Blvd",,,Salesforce
9600915,,Natarajan S,,,rajaji9493@gmail.com,,List import
245620,,Dan Renz,National Client Engagement Director,UBS,dan.renz@ubs.com,,Manual List Upload
11112234,Inactive Investor,David Ruiz,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,david.ruiz@jpmorgan.com,,Salesforce
11236295,Inactive Investor,Nicholas Adkins,Wealth Advisor,Hobart Wealth,nick@hobartwealth.com,,Salesforce
11187645,Inactive Investor,Scott White,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Portsmouth NH 25 Chestnut St",scott.t.white@ampf.com,,Salesforce
10872300,Inactive Investor,Todd Edwards,Financial Advisor,"Wells Fargo Clearing Services, LLC Clive IA 9801 University Ave",todd.edwards@wellsfargo.com,,Salesforce
10986547,Inactive Investor,Ylexia Adams,,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,yadams@primerica.com,,Salesforce
11201011,Inactive Investor,John Ciancibello,Managing Director;Senior Wealth Advisor;Team Leader,"MAI Capital Management, LLC Cleveland OH 1360 E 9th St",jciancibello@mai.capital,,Salesforce
11057215,Inactive Investor,Michael Thompson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10902390,Inactive Investor,Jose Veras,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11205191,Inactive Investor,Michael Gilmartin,,LifeMark Securities Corp. Palm Harbor FL Private Residence,mgilmartin@lifemark.com,,Salesforce
11115099,Inactive Investor,Christopher O'Connell,Financial Advisor,"Osaic Wealth, Inc. Omaha NE 17117 Oak Dr",,,Salesforce
11092758,Inactive Investor,James Devins,Partner;Wealth Advisor,William Blair Boston MA 125 High St,jdevins@williamblair.com,,Salesforce
241623,,Brenda Warkow,,[Unknown],bwarkow1@gmail.com,,source
10854663,Inactive Investor,Michael Smith,Executive Director,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,michael.m.smith@jpmorgan.com,,Salesforce
161952,,Scott Arwin,"Manager, Chief Compliance Officer","Ring Mountain Capital, Llc",sarwin@ringmountaincapital.com,415-350-1355,
10834761,Inactive Investor,Eugene Millsap,,"Raymond James & Associates, Inc. Montgomery AL 7460 Halcyon Pointe Dr",temple.millsap@raymondjames.com,,Salesforce
10775507,Inactive Investor,Terri Wheeler,Client Associate,"Wells Fargo Clearing Services, LLC Marlton NJ 10000 Sagemore Dr",terri.wheeler@wellsfargoadvisors.com,,Salesforce
10936300,Inactive Investor,Anthony Lishka,,LPL Financial LLC Clackamas OR 12901 SE 97th Ave,anthony.lishka@lpl.com,,Salesforce
11119776,Inactive Investor,Monty Sunderland,,Edward Jones Selah WA 406 S 1st St,,,Salesforce
9565786,,dawn hemming,,hemming& wealth management,dawn@hemmingwm.com,,List import
11185028,Inactive Investor,Marcos Costa,,Bradesco Investments Inc.,marcos.costa@bacflorida.com,,Salesforce
10851895,Inactive Investor,Rowena Ruff,,"Independent Advisor Alliance, LLC Lexington KY 195 Kentucky Ave",rowena@independentadvisoralliance.com,,Salesforce
11124748,Inactive Investor,David Bruno,,"American Portfolios Financial Services, Inc. Bala Cynwyd PA 1 Bala Plz",,,Salesforce
10646177,,Joseph Kozmata,,,joseph.kozmata@raymondjames.com,,List Import
9638977,,Elizabeth Eden,"Chief Executive Officer, Partner, President, Senior Financial Advisor",Diastole Wealth Management,ededen@dwinvest.com,,List import
10798598,Inactive Investor,Michael McKeever,Paraplanner,"Ameriprise Financial Services, LLC Staten Island NY 1855 Victory Blvd",michael.j.mckeever@ampf.com,,Salesforce
11003101,Inactive Investor,Stephanie Dejong,,"Empower Financial Services, Inc Sudbury MA Private Residence",stephanie.dejong@empower.com,,Salesforce
370852,,Vittaya Laohapanich,,[Unknown],simplejunk@gmail.com,,Salesforce
11199480,Inactive Investor,Sherlon Belk,Financial Advisor,Edward Jones Rocky Mount NC 4061 Capital Dr,sherlon.page@edwardjones.com,,Salesforce
10854320,Inactive Investor,Judith Sherman,,"MML Investors Services, LLC Southlake TX 2273 E Continental Blvd",jsherman@massmutual.com,,Salesforce
10838507,Inactive Investor,Stephen Dunkin,,Deutsche Bank Securities Inc.,,,Salesforce
11067525,Inactive Investor,Jeffrey Jensen,,PFS Investments Inc. Bountiful UT 533 W 2600 S,jeffrey.jensen@primerica.com,,Salesforce
11104286,Inactive Investor,Bruce Weinstein,Chief Compliance Officer;Owner;President,"Premier Southwest Planning Group, LLC",,,Salesforce
11172198,Inactive Investor,Hooman Altafi,Chief Investment Officer;President,Alta Financial Group,hooman@afgusa.com,,Salesforce
40828,,Louis Mancinelli,,"Securities America Advisors, Inc.",louis.mancinelli@securitiesamerica.com,402-399-9111,
10789165,Inactive Investor,Kim Ray,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11089760,Inactive Investor,Bernardo Guzman,,BBVA Securities Inc.,,,Salesforce
10891100,Inactive Investor,William Grochala,Associate Financial Advisor;Relationship Manager,Key Investment Services LLC Buffalo NY 804 Hopkins Rd,william_grochala@keybank.com,,Salesforce
9606365,,Liam Lambert,,,liamlambert4@googlemail.com,,List import
11053946,Inactive Investor,Brent Albrechtsen,Financial Advisor,Edward Jones Clinton IA 1830 N 2nd St,brent.albrechtsen@edwardjones.com,,Salesforce
11228726,Inactive Investor,Leslee Martinez,,J.P. Morgan Securities LLC,,,Salesforce
11077276,Inactive Investor,Willard Rumley,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",lee.rumley@rbc.com,,Salesforce
10786925,Inactive Investor,Sady Lorente,Financial Advisor,Citigroup Global Markets Inc. Miami FL 7795 W Flagler St,,,Salesforce
11013171,Inactive Investor,Joseph Johnston,,"Prudential Annuities Distributors, Inc",joe.johnston@prudential.com,,Salesforce
11225071,,[Unknown],,,earl@wilkinsweber.com,,Web Form Fillout
10617856,,Rajeev Rathi,,,rajeev.rathi@ml.com,,List Import
9596661,,Lauren Meixel,,,lmeixel@bpadvisors.com,,List import
10979364,Inactive Investor,Stephan York,,"FBL Marketing Services, LLC Ames IA 2010 Philadelphia St",stephan.york@fbfs.com,,Salesforce
10772711,Inactive Investor,Jason Darfler,Vice President;Wealth Management Associate,Morgan Stanley East Dundee IL Private Residence,jason.darfler@morganstanley.com,,Salesforce
9556324,,Gregory Sivaslian,,,gregory.sivaslian@securitiesamerica.com,,List import
11209015,Inactive Investor,David Loftus,Wealth Advisor,"CUSO Financial Services, L.P. Lenexa KS 13001 W 95th St",dave.loftus@cusonet.com,,Salesforce
343296,, -,,[[Unknown]],sameer@admantium.co,,
11111868,Inactive Investor,Tyler Rhodes,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9545998,,Kathleen Tran,,,ktran@ayco.com,,List import
10618132,,John Van Moffaert,,,john.vanmoffaert@ceterainvestors.com,,List Import
10819648,Inactive Investor,Fred Lowrance,Director;Owner;Portfolio Manager;Vice President,Lee Danner & Bass Inc,fred@leedannerbass.com,,Salesforce
10934788,Inactive Investor,Edward Andel,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",edward.andel@nm.com,,Salesforce
11023418,Inactive Investor,Avninder Dilawari,,"Allstate Financial Services, LLC Hayward CA 30042 Mission Blvd",avninderdilawari@allstate.com,,Salesforce
11040421,Inactive Investor,Jonathan Wiener,Financial Advisor,Morgan Stanley Melville NY 58 S Service Rd,jonathan.wiener@morganstanley.com,,Salesforce
11179541,Inactive Investor,David Adams,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Madison CT 741 Boston Post Rd,david.adams@morganstanley.com,,Salesforce
11160332,Inactive Investor,Carrie Moore,,"Allstate Financial Services, LLC Collierville TN 648 W Poplar Ave",,,Salesforce
219374,,Mary Hess,,[Unknown],mmmhess@aol.com,,
336737,,John Dickens,Managing Director,"Omega Wealth Partners, Inc.",john@omegasecurities.com,817-335-5739,Manual List Upload
11047564,Inactive Investor,Phihung Nguyen,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",phil.nguyen@ampf.com,,Salesforce
10953501,Inactive Investor,Long Vu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10657296,,Mary Hayes,,,mary.hayes@primerica.com,,List Import
10818681,Inactive Investor,Catherine Beck,Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Santa Fe NM 1421 Luisa St",catherine.beck@wellsfargoadvisors.com,,Salesforce
9618713,,Jan Koerner,,,jan@parkpresidio.com,,List import
11052400,Inactive Investor,Karyn Mitrano,Senior Complex Risk Officer,Morgan Stanley Orland Park IL 15341 S 94th Ave,karyn.mitrano@morganstanley.com,,Salesforce
10965508,Inactive Investor,Arlynn Rosario,,Morgan Stanley,,,Salesforce
11139011,Inactive Investor,Maxwell Lang,Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,maxwell.lang@jpmorgan.com,,Salesforce
10953279,Inactive Investor,Kenneth Heaney,,"Osaic Wealth, Inc. Southern Pines NC Private Residence",,,Salesforce
9617387,,MOreza Sam,,,m.samadlu@gmail.com,,List import
10874266,Inactive Investor,Timothy Euhus,Financial Advisor,Edward Jones Corvallis OR 545 SW 2nd St,tim.euhus@edwardjones.com,,Salesforce
11157471,Inactive Investor,Christian Wemmert,Financial Advisor,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",christian.wemmert@equitable.com,,Salesforce
10938288,Inactive Investor,Rugile Lu,,Citigroup Global Markets Inc.,,,Salesforce
10834534,Inactive Investor,Brandon Middleton,Practice Associate,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",brandon.middleton@ampf.com,,Salesforce
10839774,Inactive Investor,Adam Selby,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10964865,Inactive Investor,Alexander Ellinwood,Investment Advisor,Fisher Investments,,,Salesforce
11186205,Inactive Investor,Arthur Bartholomew,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,arthur.bartholomew@ubs.com,,Salesforce
10911414,Inactive Investor,Megan Myers,,"Raymond James Financial Services, Inc. Orem UT 357 E 1200 S",megan.myers@raymondjames.com,,Salesforce
10798721,Inactive Investor,Steven Napier,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,snapier@janney.com,,Salesforce
10833413,Inactive Investor,James Sims,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Chattanooga TN 412 Georgia Ave",james.e.sims@ampf.com,,Salesforce
10827946,Inactive Investor,Sallie Teninbaum,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",sallie.teninbaum@ampf.com,,Salesforce
10954934,Inactive Investor,Jarrett Manzi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11047795,Inactive Investor,Garth Ivey,,Kovack Securities Inc. West Palm Beach FL 120 S Olive Ave,garth@kovacksecurities.com,,Salesforce
9631931,,Daniel Tarver,,,dan@dantarver.com,,List import
9645689,,Joe Poop,,,fmjoe911@gmail.com,,List import
11110260,Inactive Investor,Brandon Stymiest,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 201 N Tryon St",,,Salesforce
9632204,,Martin Crowley,,,crowleymc11@gmail.com,,List import
11181343,Inactive Investor,Jeffrey Levine,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10489352,,Lisa Sherrod,Investment Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,lisa.sherrod@ubs.com,469-440-0601,List Import
10891737,Inactive Investor,Brian Hartle,,State Farm VP Management Corp. New Castle DE 239 Christiana Rd,brian.hartle.svvx@statefarm.com,,Salesforce
9637458,,Joseph Moree,,,tohog79888@fenwazi.com,,List import
11052114,Inactive Investor,Spencer Owen,,"Woodmen Financial Services, Inc.",stowen@woodmen.org,,Salesforce
10891360,Inactive Investor,Iliana Rosales,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
10858266,Inactive Investor,Thomas Dunn,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",thomas.t.dunn@ml.com,,Salesforce
10957696,Inactive Investor,Jacob Stoney,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 1634 Church St",jacob.stoney@ml.com,,Salesforce
9552400,,jared frey,,,frey.jared93@gmail.com,,List import
49819,,Lili Vasileff,Owner And President,Wealth Protection Management,lili@divorcematters.com,203-622-4911,Manual List Upload
10921424,Inactive Investor,Michael Blankers,Investment Advisor Representative,USA Financial Securities LLC Oceanside CA 1140 S Tremont St,,,Salesforce
11055344,Inactive Investor,James Owings,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10998961,Inactive Investor,Rebecca Roh,Financial Advisor,Edward Jones Taos NM 707 Paseo Del Pueblo Sur,becky.roh@edwardjones.com,,Salesforce
10944496,Inactive Investor,Natasha Escareno,Financial Advisor,LPL Financial LLC Cupertino CA 10815 N Wolfe Rd,natasha.escareno@lpl.com,,Salesforce
11050333,Inactive Investor,Benjamin Biggs,Executive Vice President;Financial Advisor;Partner,SageSpring Wealth Partners Frisco TX 2601 Network Blvd,benjamin.biggs@sagespring.com,,Salesforce
10845808,Inactive Investor,David Mandell,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,david.mandell@fidelity.com,,Salesforce
9564028,,LEE CHEE KEONG,,,keonglee8@outlook.com,,List import
11021521,Inactive Investor,Alejandra Ontiveros,,J.P. Morgan Securities LLC San Antonio TX 10810 Potranco Rd,alejandra.ontiveros@jpmorgan.com,,Salesforce
10785336,Inactive Investor,Robin Desota,Chief Compliance Officer;Founder;Investment Advisor;Managing Member,"Palisade Investments, LLC",rdesota@palisadeinvestments.com,,Salesforce
11053079,Inactive Investor,Jake Faigle,,J.P. Morgan Securities LLC Brewster NY 700 Clock Tower Cmns,jake.faigle@chase.com,,Salesforce
11037919,Inactive Investor,Rachel Jesen,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,rjesen@ft.newyorklife.com,,Salesforce
11206357,Inactive Investor,Caroline Lukez Byrne,,NYLIFE Securities LLC North Royalton OH 14129 State Rd,clukezbyrne@ft.newyorklife.com,,Salesforce
11036266,Inactive Investor,Jason Ventura,,J.P. Morgan Securities LLC Wakefield RI 580 Kingstown Rd,jason.ventura@jpmorgan.com,,Salesforce
10825738,Inactive Investor,Ross Hoezee,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",ross.hoezee@nm.com,,Salesforce
9562026,,Regimantas Buozius,,,regimantas.buozius@accdistribution.eu,,List import
11271320,,Eddie Wu,,,wudi198491@gmail.com, +8615862371041,Web Form Fillout
11094269,Inactive Investor,Joanna Simpson,,"MML Investors Services, LLC Meridian ID 3540 E Longwing Ln",,,Salesforce
10834365,Inactive Investor,Robert Steed,Financial Advisor,Edward Jones Victoria TX 109 Teakwood Dr,robert.steed@edwardjones.com,,Salesforce
10996915,Inactive Investor,Thomas Edwards,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Butler PA 99 West Sunbury Rd,tsedwards@rwbaird.com,,Salesforce
11127975,Inactive Investor,Joseph Harman,,"Avantax Investment Services, Inc. Fairhope AL Private Residence",,,Salesforce
10946877,Inactive Investor,William Bird,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9587878,,Nopphakhun Khunpolwattana,,,nopphakhun.kh@hmail.com,,List import
6691312,,hasa yasa,,,ambermcgee@gmail.com,,Web Form Fillout
9574977,,Robert Allshouse,,,rallshouse@gwnsecurities.com,,List import
211398,,w h,counsel,big fire law,whelgemo@bigfirelaw.com,,Content
11076999,Inactive Investor,Kimberly Calkins,,Key Investment Services LLC Graham WA 22115 Meridian Ave E,kimberly.calkins@key.com,,Salesforce
10654503,,Kdot Hazel,,,pblu0520@gmail.com,,Web Form Fillout
9643237,,Evan James,,,fake.fake.notreal@gmail.com,,List import
11068156,Inactive Investor,Julia Cooper,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,julia.cooper@jpmorgan.com,,Salesforce
11204817,Inactive Investor,Jennifer Scoullar,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",jennifer.scoullar@nm.com,,Salesforce
10783085,Inactive Investor,Donald Puyear,,Cozad Asset Management Inc Hudson IL 25299 White Owl Ln,donald@cozadassetmgmt.com,,Salesforce
10802737,Inactive Investor,Sylvia Guinan,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",sylvia.guinan@wellsfargoadvisors.com,,Salesforce
10618106,,Thomas Schreiber,,,thomas.schreiber@ceterainvestors.com,,List Import
11086997,Inactive Investor,Benjamin Mielke,Financial Advisor,Thrivent Investment Management Inc. Circle Pines MN 6687 Blue Heron Dr,benjamin.mielke@thrivent.com,,Salesforce
10846529,Inactive Investor,Elbert Smalls,Chief Compliance Officer;President,"Winyah Financial Services, LLC",,,Salesforce
10976908,Inactive Investor,Richard Seyler,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",richard.seyler@tiaa.org,,Salesforce
11105723,Inactive Investor,Jonathan Davis,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",jonathan.a.davis@nm.com,,Salesforce
11217433,,Angela Nye,,,angela.nye@raymondjames.com,,Other
9560275,,Mary Jo Ochson,,,mochson@federatedinv.com,,List import
11064084,Inactive Investor,Susan Walker,,PFS Investments Inc. Bloomingdale IL 1 Tiffany Pt,susan.walker@primerica.com,,Salesforce
10995348,Inactive Investor,Will Garnaas,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,will_garnaas@vanguard.com,,Salesforce
373044,,Viren Bhatia,,[Unknown],virenbhattia@yahoo.com,,source
9555991,,Blockchain and CryptoAsset (K) Ltd. -,,,cryptickenya@gmail.com,,List import
11151203,Inactive Investor,Blanche Adams,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,badams.8jnbf@primerica.com,,Salesforce
11099472,Inactive Investor,Terry Dolley,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",terry.dolley@wellsfargoadvisors.com,,Salesforce
9623008,,Olivia Dillan,,,odillan@sncglobal.net,,List import
11198600,Inactive Investor,Kathryn Lizotte,,Western Wealth Management LLC Edwards CO 137 Main St,,,Salesforce
11027854,Inactive Investor,Jacquelin Holland,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,jacquelinholland@statefarm.com,,Salesforce
11019994,Inactive Investor,Shane Minks,Financial Advisor,"MML Investors Services, LLC Houston TX 3 Greenway Plz",sminks@financialguide.com,,Salesforce
11127655,Inactive Investor,Dennis Shu,Vice President,Perennial Financial Services,dennis@perennialfs.com,,Salesforce
11049913,Inactive Investor,Anita Gozzi,,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",anita.gozzi@wellsfargoadvisors.com,,Salesforce
10925325,Inactive Investor,Chun Cao,Chief Compliance Officer;Managing Member,Fractal Investments LLC Boston MA Private Residence,cao@fractalinvestments.net,,Salesforce
11234648,Inactive Investor,Cameron Croutch,,Key Investment Services LLC Willimantic CT 6 Storrs Rd,,,Salesforce
9547410,,Eelre Nakamoto,,,ikeelre@gmail.com,,List import
11053354,Inactive Investor,Tim Cherry,Associate Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 12620 World Plaza Ln",tim.cherry@ampf.com,,Salesforce
10754646,Inactive Investor,Richard Kalb,,"Northwestern Mutual Investment Services, LLC Nevada City CA 307 Spring St",rick.kalb@nm.com,,Salesforce
10963163,Inactive Investor,Kelsey Getchell,Private Client Associate,Janney Montgomery Scott LLC Portland ME 50 Portland Pier,kgetchell@janney.com,,Salesforce
10614322,,Charles Palma,"Financial Advisor, Investment Advisor Representative",,charles_palma@glic.com,,List Import
11141905,Inactive Investor,Joy Milan,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",joy.milan@ml.com,,Salesforce
11193877,Inactive Investor,Maria Candela,Branch Manager;Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Seneca SC 457 BY Pass 123",isabel.candela@wellsfargoadvisors.com,,Salesforce
10764970,Inactive Investor,Deborah Lunceford,Registered Associate,Morgan Stanley Kennewick WA 8202 W Quinault Ave,debi.lunceford@morganstanley.com,,Salesforce
10764832,Inactive Investor,James Corselli,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. New York NY 176 Water St,james.corselli@citigroup.com,,Salesforce
11168977,Inactive Investor,Brian Pendleberry,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,brian.pendleberry@primerica.com,,Salesforce
9561814,,David Shulman,,,dshulman@guardedcapital.com,,List import
1004921,Inactive Investor,Matt Ristuccia,Research Analyst,Argent Wealth Management Inc.,mristuccia@argentwm.com,(781) 894-1117,
7698312,,thomas tom,,,cefave9617@hrisland.com,,Web Form Fillout
10661498,,Leela Rao,,,leelarao@goodwinasset.com,,List Import
11048811,Inactive Investor,Kenneth Seropian,Investment Advisor Representative;Partner;Retirement Plan Specialist,First National Advisors LLC,ken@fncadvisor.com,,Salesforce
11116301,Inactive Investor,Marcello Luiz Giglio De Medeiros Rocha,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",marcello.rocha@nm.com,,Salesforce
11168082,Inactive Investor,Victor Olivera,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Workplace Advisor,Morgan Stanley Dallas TX 8383 Preston Center Plz,,,Salesforce
10786888,Inactive Investor,Sasha Heathman,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,sasha.owens@fidelity.com,,Salesforce
11003154,Inactive Investor,Jason Kippenberger,,"Empower Financial Services, Inc Elizabeth CO Private Residence",jason.kippenberger@empower.com,,Salesforce
393,,,,,oscar250@charter.net,,
349585,,Steven Martinez,Managing Director,Peak Rock Capital Llc,smartinez@peakrockcapital.com,512-765-6520,Manual List Upload
246068,,Not Provided,Associate Director,APCO Worldwide,rpeters@apocworldwide.com,,Manual List Upload
11045909,Inactive Investor,James Kaighin,,Momentum Independent Network Inc. Austin TX 4718 Duval St,jkaighinsr@hilltopnetwork.com,,Salesforce
10958668,Inactive Investor,Brian Martinez,Associate Banker,J.P. Morgan Securities LLC Livermore CA 1480 1st St,brian.martinez@jpmorgan.com,,Salesforce
11091971,Inactive Investor,Derek Jett,Branch Manager;Financial Advisor;First Vice President;Senior Vice President,"Wells Fargo Clearing Services, LLC Denton TX 701 S Carroll Blvd",derek.jett@wellsfargoadvisors.com,,Salesforce
223246,,Jeffrey Smith,Treasurer & Founder,JH Smith & Associates LLC,jhsmith1818@msn.com,,
10761695,Inactive Investor,Robert Townsend,Financial Advisor;Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,robert.townsend@morganstanley.com,,Salesforce
211058,,Brian Kim,,none,brian.a.kim@gmail.com,917-599-7935,Organic Search
10838494,Inactive Investor,Matthew Carpinelli,Wealth Manager,LPL Financial LLC Littleton CO 8321 Sangre de Cristo Rd,,,Salesforce
11071654,Inactive Investor,Marilyn Schaja,,"CapFinancial Securities, LLC. New Hyde Park NY 3 Dakota Dr",,,Salesforce
10854217,Inactive Investor,Ana Turner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ana.turner@fidelity.com,,Salesforce
10771180,Inactive Investor,Ann Celentano,Portfolio Associate,Morgan Stanley San Diego CA 101 W Broadway,annie.kustin@ms.com,,Salesforce
373765,,Charles Cipriani,,[Unknown],cgcipriani@gmail.com,,source
180013,,Ferhat Ucankus,,[Unknown],ferhatucankus@gmail.com,,Paid Social
9573592,,Lantz Braham,,,lantz.braham@aol.com,,List import
10837623,Inactive Investor,Brian Vandenbrink,Chief Executive Officer;Managing Member;Managing Partner;Partner;Regulatory Contact;Wealth Advisor,CapTrust Financial Advisors,brian.vandenbrink@ctfa.com,,Salesforce
10797666,Inactive Investor,Douglas Man,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",douglas_man@ml.com,,Salesforce
10856846,Inactive Investor,Tim Chen,Chief Compliance Officer;Managing Member;Wealth Manager,"Anchor Wealth Management, LLC",tim.chen@anchorwealthmanagement.us,,Salesforce
10848533,Inactive Investor,Raymond Baker,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",ray.baker@nm.com,,Salesforce
9582417,,Jennifer Freymark,,,jfreymark@acceladvantage.com,,List import
10612301,,Andrew Keane,Financial Advisor,,andrew.keane@prudential.com,,List Import
11122129,Inactive Investor,Priya Singh,,J.P. Morgan Securities LLC New York NY 2 Pennsylvania Plz,priya.b.singh@chase.com,,Salesforce
11231401,Inactive Investor,Raguel Shaw,,United Planners' Financial Services of America A Limited Partner Phoenix AZ 7210 N 16th St,raguel_shaw@vanguard.com,,Salesforce
339616,,Matthew Tetreau,Portfolio Manager,Manulife Investment Management Timberland And Agri,mtetreau@hnrg.com,617-747-1600,Manual List Upload
10807852,Inactive Investor,James Riley,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,james.riley@ubs.com,,Salesforce
10487181,,Michael Flanagan,"Private Wealth Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",michael.n.flanagan@ml.com,,List Import
10865228,Inactive Investor,Rachel Baroma,,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",rachel.baroma@valic.com,,Salesforce
85203,,Mike Hill,AVP Internal Audit,Pen Air Federal Credit Union,mike.hill@penair.org,,Event
10843802,Inactive Investor,Michael Panico,Chief Compliance Officer;Chief Executive Officer,"Arcadia Wealth Management, LLC",,,Salesforce
11039683,Inactive Investor,Jorick Gaines,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",jorick.gaines@tfaconnect.com,,Salesforce
10959335,Inactive Investor,Sam Flora,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
373754,,Caroline Haines,,[Unknown],carolinemhaines@gmail.com,,source
10764624,Inactive Investor,Jefferson Ledbetter,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Boca Raton FL 2700 N Military Trl",jefferson.a.ledbetter@ampf.com,,Salesforce
9582841,,Peter Roberts,,,peterob065@gmail.com,,List import
3172220,,Fabian Deyab,,,realfabiand@gmail.com,,Web Form Fillout
9560324,,Harris Reinstein,,,hreinstein@sagepointadvisor.com,,List import
10759552,Inactive Investor,Bradley Adams,Financial Advisor;First Vice President,Janney Montgomery Scott LLC New Hope PA 6236 Lower York Rd,badams@janney.com,,Salesforce
10955584,Inactive Investor,Bruce Leppla,Chairman;Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member,Leppla Capital Management LLC,bleppla@lepplacap.com,,Salesforce
11221264,,James Creel,,,jcreel@barescapital.com,,List import
9644922,,Michael O'Connor,,,mronnoco@verizon.net,,List import
42845,,Roger Gekiere,,"Securities America Advisors, Inc.",roger.gekiere@securitiesamerica.com,214-217-5812,
9546869,,Arthur Chen,,,achen@massmutual.com,,List import
10948219,Inactive Investor,John Alvarez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 4020 Ludlam Rd",john.j.alvarez@ml.com,,Salesforce
10894093,Inactive Investor,Victor Churchill,,"Avantax Investment Services, Inc. Hudson NY 4071 US Rte 9",,,Salesforce
10855876,Inactive Investor,Barry Yankelevitz,,"American Portfolios Financial Services, Inc. Boynton Beach FL Private Residence",byankelevitz@americanportfolios.com,,Salesforce
10853902,Inactive Investor,Sean Duffy,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",,,Salesforce
9562524,,ALONZO SABINO,,,alonzo.sabino814@gmail.com,,List import
9641157,,F. Cunnane,,,f.patrick.cunnane@mcglpl.com,,List import
11035796,Inactive Investor,Andrew Mazzo,Financial Advisor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,andrew.mazzo@morganstanley.com,,Salesforce
10773330,Inactive Investor,Muneera Dawood,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",muneera.dawood@wellsfargoadvisors.com,,Salesforce
11164743,Inactive Investor,Dimitar Matouchev,Financial Advisor,Edward Jones Isle of Palms SC 1517 Palm Blvd,dimi.matouchev@edwardjones.com,,Salesforce
233219,, -,,[[Unknown]],lars1880@yahoo.com,,Advertising
238338,,dannyworks102@gmail.com Kim,,[Unknown],dannyworks102@gmail.com,,
11119864,Inactive Investor,Ryan Malone,Wealth Management Advisor,Buffington Mohr McNeal,rmalone@bmmria.com,,Salesforce
10487701,,Jeffrey Fritts,,Service Academy Capital Management LLC,jeff.fritts@marsh.com,,List Import
11137243,Inactive Investor,Christopher Stoddard,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Plymouth MA 18 Main Street Ext",,,Salesforce
10792888,Inactive Investor,Eric Kaufman,Financial Advisor,Edward Jones Andover KS 113 W Central Ave,eric.kaufman@edwardjones.com,,Salesforce
10867728,Inactive Investor,Renee Smith,,PFS Investments Inc. Brooklyn NY 5502 Ave N,renee.smith@primerica.com,,Salesforce
10918562,Inactive Investor,Han-Bo Chen,Member,"Honorable Financial Services, LLC",,,Salesforce
5251178,,Filipe Wieland,,,filipe.wieland@gmail.com,,Web form fillout
10902838,Inactive Investor,Joseph Cronin,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,jtcronin@rwbaird.com,,Salesforce
11006479,Inactive Investor,Deborah Markovic,,PFS Investments Inc. Port Charlotte FL 1777 Tamiami Trl,deborah.markovic@primerica.com,,Salesforce
11061869,Inactive Investor,Gezim Kello,,Fidelity Brokerage Services LLC,,,Salesforce
11024567,Inactive Investor,Elena Nash-Graham,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,enash-graham@primerica.com,,Salesforce
9605123,,Chelsea Yasgur,,,cyasgur@hamiltonlane.com,,List import
11176652,Inactive Investor,Peter Walton,Chief Executive Officer;President,"7PW Wealth, LLC",peter@7pwwealth.com,,Salesforce
11023223,Inactive Investor,Richard King,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,richard.king.l8er@statefarm.com,,Salesforce
9597097,,Jay Wintrob,,,jwintrob@oaktreecapital.com,,List import
10996309,Inactive Investor,Anisa Dunn,Regional Manager - Private Banking;Senior Vice President,Johnson Wealth Inc. Racine WI 555 Main St,adunn@johnsonfinancialgroup.com,,Salesforce
9554777,,Rajeev Kotyan,,,rajeev@nuaadvisors.com,,List import
10868187,Inactive Investor,Mark Mannarelli,Financial Advisor;Investment Advisor Representative,LPL Financial LLC La Canada Flintridge CA Private Residence,mark.mannarelli@lpl.com,,Salesforce
11160472,Inactive Investor,Alan Temkin,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",atemkin@financialguide.com,,Salesforce
11003367,Inactive Investor,Noah Mauro,,"Northwestern Mutual Investment Services, LLC Grand Junction CO 521 Rood Ave",noah.mauro@nm.com,,Salesforce
10943495,Inactive Investor,Randall Block,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,randy.block@lpl.com,,Salesforce
10910204,Inactive Investor,Jonathan Pugach,Client Service Associate,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,jonathan.pugach@ubs.com,,Salesforce
10927107,Inactive Investor,Brittany Hearn,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10850538,Inactive Investor,Lauren Stuhmer,Private Banker;Senior Vice President,Citigroup Global Markets Inc. West Palm Beach FL 777 S Flagler Dr,lauren.stuhmer@citi.com,,Salesforce
11014725,Inactive Investor,Sabrina Shaw,,The Huntington Investment Company Houghton Lake MI 2263 W Houghton Lake Dr,sabrina.shaw@huntington.com,,Salesforce
10979472,Inactive Investor,Daniel Shayo,,CGIS Securities LLC,dshayo@cgissecurities.com,,Salesforce
233198,,jaime -,,jaime [[Unknown]],humberto.07.az@gmail.com,,Direct
9614769,,harry richardson,,,tartan@comcast.net,,List import
9558827,,Morgan Thomas,,,mthomas58699955@gmail.com,,List import
9569562,,Joshua Plank,,,jplank@massmutual.com,,List import
11066778,Inactive Investor,Damon Roberts,Chief Executive Officer;Founder;Member,Acute Investment Advisory,damon@acutewealthadvisors.com,,Salesforce
11120978,Inactive Investor,Abisola Lockhart,Financial Advisor,"Ameriprise Financial Services, LLC Webster TX 711 W Bay Area Blvd",,,Salesforce
11191041,Inactive Investor,Marguerite Beach,Chief Compliance Officer;Founder;Owner,NexJenn Financial Services,maggie@nexjenncpa.com,,Salesforce
11093308,Inactive Investor,Rebecca Kirchberg,Division Leader,PFS Investments Inc. Madison WI 2916 Syene Rd,rebecca.kirchberg@primerica.com,,Salesforce
11108552,Inactive Investor,Charles Roberts,,Founders Financial Securities LLC Salem NH 53 Stiles Rd,,,Salesforce
10889021,Inactive Investor,Jerry Callahan,Chief Compliance Officer;Founder;Investment Advisor;Managing Member;Managing Principal;Member,"Tabula Rasa Advisors, LLC",jcallahan@tabularasaadvisors.com,,Salesforce
9589020,,Alison Moitysee,,,alison.moitysee@vamllp.com,,List import
10890178,Inactive Investor,Alex George,Financial Advisor,Edward Jones Alto MI 6737 Whitneyville Ave SE,alex.george@edwardjones.com,,Salesforce
11143320,Inactive Investor,Samuel Digaetano,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",sdigaetano@financialguide.com,,Salesforce
11037496,Inactive Investor,David Vinciguerra,,"Osaic Wealth, Inc. Syracuse NY 453 S Main St",,,Salesforce
11178955,Inactive Investor,Sheri Simpson,,"Wells Fargo Clearing Services, LLC",sheri.simpson@wellsfargoadvisors.com,,Salesforce
9600334,,Benjamin Putman,,,ben@spectrumcapitalinvest.com,,List import
6000455,,Gloria Ward,,,gloriaward@tozya.com,,Web Form Fillout
11041492,Inactive Investor,Wally Shao,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11119002,Inactive Investor,Robert Rockett,,NYLIFE Securities LLC Raymond WA 310 6th St,rrockett@ft.newyorklife.com,,Salesforce
11092693,Inactive Investor,Joseph Koetter,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Boise ID 800 W Main St",koetterj@stifel.com,,Salesforce
10645933,,Randy Kutchek,,,randy.kutchek@nuveen.com,,List Import
10659271,,Michael Smith,,,michael.k.smith@lpl.com,,List Import
11047963,Inactive Investor,Jorge Herrera,,"Allstate Financial Services, LLC Indianapolis IN 2346 S Lynhurst Dr",,,Salesforce
9637234,,Michael Rovner,,,mrovner@ovationpartners.com,,List import
10940268,Inactive Investor,William Adamson,Financial Advisor,"The Oak Ridge Financial Services Group, Inc.",wadamson@oakridgefinancial.com,,Salesforce
10505203,,Alaric Goth,Advisor,McAdam LLC,alaric.goth@mcadamfa.com,4437428556,List Import
11129095,Inactive Investor,Wendy Greeley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",wendy_greeley@ml.com,,Salesforce
10486761,,James Kramp,"First Vice President, Wealth Management Specialist","Raymond James & Associates, Inc.",james.kramp@raymondjames.com,,List Import
11135790,Inactive Investor,Melissa Khan,Financial Advisor,Edward Jones Evansville IN 4705 Theatre Dr,melissa.khan@edwardjones.com,,Salesforce
10971899,Inactive Investor,Juliette Barnum,,Goldman Sachs & Co.,,,Salesforce
11186685,Inactive Investor,Clayton Darnall,,"Avantax Investment Services, Inc. Lafayette LA 2000 Kaliste Saloom Rd",,,Salesforce
11050965,Inactive Investor,Dean Barda,Wealth Management Advisor,Apple & Associates Bend OR Private Residence,deanbarda@appleandassociates.com,,Salesforce
10820875,Inactive Investor,Jonathan Benner,Financial Planner,LPL Financial LLC Saint Louis MO 3636 S Geyer Rd,jonathan.benner@lpl.com,,Salesforce
11021979,Inactive Investor,Eva Rodriguez Reyes,,J.P. Morgan Securities LLC Niles IL 9300 N Milwaukee Ave,,,Salesforce
9632278,,Pallavi Gondipalli,,,pallavi@coinfund.io,,List import
352541,,Jack Ecker,Wealth Management Advisor,"Quantitative Advantage, Llc",jecker@qawealthmanagement.com,952-767-8007,Manual List Upload
10925397,Inactive Investor,Derek Deangelis,Chief Compliance Officer;Founder;Owner;President,"Apex Wealth Management, LLC",derek@apexwealthnh.com,,Salesforce
9641027,,Kochise Bennett,,,kcbennett28@gmail.com,,List import
10986696,Inactive Investor,Matthew Binstock,,"CreativeOne Securities, LLC",,,Salesforce
11026790,Inactive Investor,Todd Grant,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,todd.grant@primerica.com,,Salesforce
10781859,Inactive Investor,David Tardiff,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,david.tardiff@fidelity.com,,Salesforce
10921100,Inactive Investor,Eliab Alonzo,,Cetera Advisor Networks LLC McAllen TX 4900 W Expy 83,,,Salesforce
11188851,Inactive Investor,Ernest Lubonja,,Santander Securities LLC Staten Island NY 2700 Hylan Blvd,,,Salesforce
9631293,,Krishna Tripuraneni,,,ktgastro@gmail.com,,List import
10757484,Inactive Investor,Mark Cresap,Chief Compliance Officer;Founder;Owner;President,"Cresap, Inc. Clarks Summit PA 117 E Grove St",mcresap@cresap.com,,Salesforce
10753252,Inactive Investor,Kevin Kelly,,"Avantax Investment Services, Inc. Atlanta GA 4401 Northside Pkwy NW",kevin.kelly@myavantax.com,,Salesforce
9646954,,Vincent Wesley,,,vincent.mcphail@wellsfargo.com,,List import
11010363,Inactive Investor,Joseph Canadeo,,"Truist Investment Services, Inc. Fort Lauderdale FL 7879 W Commercial Blvd",joe.canadeo@truist.com,,Salesforce
1003352,Inactive Investor,Drew Houston,,Dropbox,drew@dropbox.com,,3rd Party Lead Gen
10870985,Inactive Investor,John McAulay,,State Farm VP Management Corp. Clinton MS 402 Monroe St,john.mcaulay.ppwn@statefarm.com,,Salesforce
10997812,Inactive Investor,Leah Foreman,,J.P. Morgan Securities LLC Lafayette LA 1233 Kaliste Saloom Rd,leah.foreman@jpmorgan.com,,Salesforce
11238537,Inactive Investor,Richard Neuman,,"Kbstm Partners, LLC",rneuman@kbstm.com,,Salesforce
10780493,Inactive Investor,Ronald Wilson,,"Raymond James Financial Services, Inc. West Palm Beach FL 500 S Australian Ave",ron.wilson@raymondjames.com,,Salesforce
9615006,,Dan Calugar,,,dcalugar@pacelinecapital.com,,List import
10902694,Inactive Investor,Curtis McCullar,Wealth Advisor,LPL Financial LLC Roanoke VA 3119 Chaparral Dr,curtis.mccullar@lpl.com,,Salesforce
11233724,Inactive Investor,Neiman Oquin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10925778,Inactive Investor,Daniel Norton,Financial Advisor;Senior Vice President,Santander Securities LLC Quincy MA 1150 Hancock St,daniel.norton@santanderinvestments.com,,Salesforce
9625986,,Anton Daley,,,daleyanton@yahoo.co.uk,,List import
11013842,Inactive Investor,Melissa Eggleston,,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,melissa.eggleston@thrivent.com,,Salesforce
10752625,Inactive Investor,Timothy Womack,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",timothy.c.womack@ml.com,,Salesforce
9638829,,Alex Soich,,,asoich@jesuitcp.org,,List import
9582520,,Brett Lange,,,brett.lange@vwealth.com,,List Import
11219151,,Jae Shin,,,jae_shin@troweprice.com,,Other
11060483,Inactive Investor,William Prescott,Financial Advisor,Edward Jones Floresville TX 921 10th St,cody.prescott@edwardjones.com,,Salesforce
11121827,Inactive Investor,Scott Toms,,"FBL Marketing Services, LLC Boone IA 1520 S Story St",scott.toms@fblfinancial.com,,Salesforce
11181832,Inactive Investor,Martin Kelln,Financial Professional,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",mkelln@financialguide.com,,Salesforce
11090064,Inactive Investor,Carolyn Spicer-Stull,,"Cambridge Investment Research, Inc. Harleysville PA 425 Main St",,,Salesforce
9576391,,Cynthia Ashley,,,cynthia.ashley@usaa.com,,List import
11211096,Inactive Investor,Christopher Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",chris.davis@wellsfargoadvisors.com,,Salesforce
11150781,Inactive Investor,Benjamin Brunt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10484946,,Alfred Carroll,Vice President,"Cannoles Asset Management, Inc.",alcarrollcpa@yahoo.com,,List Import
9634682,,Michael Schnabel,,,mschnabel@centrepartners.com,,List import
10759028,Inactive Investor,Timothy Dumont,Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,tim.dumont@ubs.com,,Salesforce
9641071,,Ralph Buttigieg,,,ralph.buttigieg@gmail.com,,List import
10817956,Inactive Investor,Jean Sousa,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10816042,Inactive Investor,Debra Bonseigneur,Member,BMB Advisers LLC,,,Salesforce
10760439,Inactive Investor,Stacey Gattuso,Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",stacey_gattuso@ml.com,,Salesforce
11101108,Inactive Investor,Hugh Johnson,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
9543892,,Eugene Lee,,,eugene.lee@uboc.com,,List import
10791854,Inactive Investor,Pedro Martinez,Member;President;Private Wealth Manager,Insight Financial Services,pmartinez@ifsadvisors.com,,Salesforce
10604534,,Barbara Zech,Senior Vice President Wealth Advisor,Morgan Stanley,barbara.zech@morganstanley.com,5617766473,List Import
10926108,Inactive Investor,Brendan Smith,,"Empower Financial Services, Inc Georgetown MA Private Residence",brendan.smith@empower.com,,Salesforce
10489792,,Matthew Haile,,"SCF Investment Advisors, Inc. Frisco TX 2600 Dallas Pkwy",matt@tagplanners.com,,List Import
9545355,,Christoph Mueller,,,christoph.mueller@dedalus.com,,List import
10937480,Inactive Investor,Bryan Herren,,"Osaic Wealth, Inc. Knoxville TN 9729 Cogdill Rd",,,Salesforce
10971852,Inactive Investor,Elizabeth Karshna,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Greendale WI 5434 S 76th St",elizabeth.karshna@usbank.com,,Salesforce
10820532,Inactive Investor,Rebecca Strickfaden,,Edward Jones Grand Rapids MI 2900 E Beltline Ave NE,rebecca.strickfaden@edwardjones.com,,Salesforce
11117307,Inactive Investor,Sarah Boser,,Cetera Advisor Networks LLC Bradford PA 807 E Main St,,,Salesforce
214323,,Robert Bush,Senior Vice President,Calamos Advisors LLC,rbush@calamos.com,212-474-6800,
10979715,Inactive Investor,Garrett Reeg,Senior Advisor,"Moneta Group Investment Advisors, LLC",greeg@monetagroup.com,,Salesforce
11063680,Inactive Investor,Gianbattista Verna,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,gverna@primerica.com,,Salesforce
10973632,Inactive Investor,Brian Richards,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10892344,Inactive Investor,Priya Jagdeo,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",priya.jagdeo@tiaa.org,,Salesforce
10900362,Inactive Investor,Kamron Bahrami,Financial Advisor,LPL Financial LLC La Mesa CA Private Residence,kamron.bahrami@lpl.com,,Salesforce
2047786,,Jose Caldera,,Caldera Group,joecaldera@icloud.com,,
3085637,,Mikhyel Bagh,,,mikhyelbagh@gmail.com,,
9613053,,Tariq Khan,,,tkhan@sbhic.com,,List import
9589932,,Melissa Mccarthy,,,melissa.mccarthy@ovationpartners.com,,List import
11218684,,Mary Jacobus,,,maryhelen.jacobus@rbc.com,,Other
11034495,Inactive Investor,Veronique Verscheure,,NYLIFE Securities LLC New York NY 420 Lexington Ave,vverscheure@ft.newyorklife.com,,Salesforce
1003200,Inactive Investor,Breanne Madigan,,Ripple,breanne.madigan@gmail.com,,3rd Party Lead Gen
11128966,Inactive Investor,Matthew Pedersen,,J.P. Morgan Securities LLC Racine WI 5815 21st St,,,Salesforce
11051916,Inactive Investor,Ronald Mabry,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
11123292,Inactive Investor,Katelynn Manson,,J.P. Morgan Securities LLC Spokane WA 5508 N Division St,katelynn.manson@jpmorgan.com,,Salesforce
11200946,Inactive Investor,Thomas Epperson,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,tepperson@rockco.com,,Salesforce
10950187,Inactive Investor,Chien-Chen Huang,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,chuang@primerica.com,,Salesforce
11051052,Inactive Investor,Owen Wilson,,"Truist Investment Services, Inc. Naples FL 801 Laurel Oak Dr",owen.wilson@truist.com,,Salesforce
10784763,Inactive Investor,Beth Rough-Marsh,Investment Executive,"Fifth Third Securities, Inc. Saint Joseph MI 2915 S State St",beth.marsh@53.com,,Salesforce
10774752,Inactive Investor,Sarah Bartels,Retirement Technical Specialist,Edward Jones Saint Peters MO Private Residence,sarah.bartels@edwardjones.com,,Salesforce
10813869,Inactive Investor,James Farka,,"MML Investors Services, LLC New York NY 90 Park Ave",jfarka@massmutual.com,,Salesforce
11130565,Inactive Investor,Rory Willams,Vice President,PFS Investments Inc. Duluth GA 3675 Crestwood Pkwy NW,rory.williams@primerica.com,,Salesforce
9628499,,Phoenix Beaudry,,,camcorinvesting@protonmail.com,,List import
11145350,Inactive Investor,William McAleer,,"Wells Fargo Advisors Financial Network, LLC Gulf Shores AL 1544 W 2nd St",jmcaleer@wfafinet.com,,Salesforce
11053996,Inactive Investor,Bruce Neterer,,LPL Financial LLC Hagerstown MD 1825 Howell Rd,bruce.neterer@lpl.com,,Salesforce
10961023,Inactive Investor,Cory Mitchell,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10923887,Inactive Investor,Kimberly Warren,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,kwarren@primerica.com,,Salesforce
10914296,Inactive Investor,Robert Phillips,,State Farm VP Management Corp.,,,Salesforce
10822620,Inactive Investor,Timothy Oman,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Woodstock IL 11621 Catalpa Ln",timothy.oman@benjaminfedwards.com,,Salesforce
10771825,Inactive Investor,Robert White,Financial Advisor,Edward Jones Minden LA 714 Main St,drew.white@edwardjones.com,,Salesforce
11094887,Inactive Investor,Nicole Corning,Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 14624 N Scottsdale Rd",nicole.corning@wfafinet.com,,Salesforce
10761900,Inactive Investor,Anthony Picozzi,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,anthony.picozzi@morganstanley.com,,Salesforce
87742,,Mike Apple,,Apple Wellness,thaiapple969@yahoo.com,9498387024,
11221857,,Eric Moen,,,eric.moen@ceterafs.com,,List Import
9576267,,Jessie Selvidge -,,,jessieselvidge@gmail.com,,List import
11051243,Inactive Investor,Makoto Usui,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,makoto.usui@jpmorgan.com,,Salesforce
11125589,Inactive Investor,Kevin Lockaby,,"Raymond James Financial Services, Inc. Fort Worth TX 8001 Boat Club Rd",kevin.lockaby@raymondjames.com,,Salesforce
10764857,Inactive Investor,Debra Nelson,,"Cambridge Investment Research, Inc. Chesterfield MO 390 S Woods Mill Rd",,,Salesforce
10974147,Inactive Investor,Eric Ortiz,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,eric.ortiz@primerica.com,,Salesforce
11143197,Inactive Investor,Marcel Pereira,Vice President,Citigroup Global Markets Inc. Seaford NY Private Residence,marcel.pereira@citigroup.com,,Salesforce
10854292,Inactive Investor,Anthony Lanzillotta,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,anthony.lanzillotta@fidelity.com,,Salesforce
11084367,Inactive Investor,Tab Mak,Financial Professional,LPL Financial LLC Millwood NY Private Residence,tab.mak@lpl.com,,Salesforce
11146118,Inactive Investor,Susan Fechtor,Director - Client Relations;Vice President,LiveLife Capital Partners LLC,sue.fechtor@livelifecapital.com,,Salesforce
10982281,Inactive Investor,James Kearley,Financial Advisor,Edward Jones Jupiter FL 1232 W Indiantown Rd,jamie.kearley@edwardjones.com,,Salesforce
11063231,Inactive Investor,Holli Rigdon,Senior Sales Associate,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",holli.rigdon@raymondjames.com,,Salesforce
10927927,Inactive Investor,Stacey Galloway,Financial Advisor,Edward Jones Livonia MI 37673 Pembroke Ave,stacey.galloway@edwardjones.com,,Salesforce
9548242,,Gabe Frost,,,gjfrost205@gmail.com,,List import
11057360,Inactive Investor,Elizabeth Skrinak,,"Kestra Investment Services, LLC Sandusky OH 5004 Timber Commons Dr",,,Salesforce
371257,,Gene Rider,,[Unknown],grider1@gmail.com,,Salesforce
11052457,Inactive Investor,Jonathan Kinne,Family Advisor,"Sunesis Advisors, LLC",,,Salesforce
10991576,Inactive Investor,Tamaran Appelbaum,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9564268,,David Fayard,,,davidfayard@hotmail.com,,List import
372251,,Thuy Hoang,,[Unknown],tranhh710@gmail.con,,Salesforce
232108,, -,,[Unknown],dlssr39@gmail.com,,Organic Search
10978689,Inactive Investor,Jason Hernandez,,J.P. Morgan Securities LLC Hampton Bays NY 47 W Montauk Hwy,jason.hernandez@jpmorgan.com,,Salesforce
10782854,Inactive Investor,Julianne Hutcherson,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,julianne.hutcherson@fmr.com,,Salesforce
11059656,Inactive Investor,Douglas Shoopman,,"Equitable Advisors, LLC Wichita KS 7309 E 21st St N",douglas.shoopman@equitable.com,,Salesforce
346,,,,,nanijulio@bell.net,,
10954645,Inactive Investor,Christopher Elizalde,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
217741,,Akiva Katz,,[Unknown],akiva@diversi.fi,,source
10666908,,Sean Preiss,,,preiss757@gmail.com,,Web Form Fillout
10952932,Inactive Investor,Anthony Taylor,Associate Wealth Advisor,Oakwell Private Wealth Management,ataylor@oakwellpwm.com,,Salesforce
10999390,Inactive Investor,Brian Brink,,B. C. Ziegler and Company New York NY 140 E 45th St,bbrink@ziegler.com,,Salesforce
11217321,,Peter Crawford,,,peter.crawford@schwab.com,,Other
10846487,Inactive Investor,George Sinnott,,"Kestra Investment Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10821787,Inactive Investor,Nicole Barker,Client Associate,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",nicole.barker@rbc.com,,Salesforce
195048,,Merry Kochersperger,,"Johnson Investment Counsel, Inc.",mkochersperger@johnsoninv.com,,
10808508,Inactive Investor,Marc Kelly,Shareholder,Spectrum Asset Management Inc,,,Salesforce
10765511,Inactive Investor,Daniel Valle,Financial Advisor,Edward Jones Saint Louis MO 247 W Lockwood Ave,dan.valle@edwardjones.com,,Salesforce
173041,,Michael Dlugosz,,[Unknown],dlugosmi@gmail.com,,
9603989,,Ayse Iyigundogdu,Head of Institutional Relationships and Solutions (AMER),Kraken,ayse@kraken.com,,List import
11022063,Inactive Investor,Alberto Matamoros,,J.P. Morgan Securities LLC San Diego CA 3921 30th St,alberto.matamoros@chase.com,,Salesforce
10842444,Inactive Investor,Henry Weaver,,"Ameritas Investment Company, LLC Harrisburg PA 887 S Arlington Ave",hweaver@ameritas.com,,Salesforce
11076101,Inactive Investor,Bryce Beisel,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10850838,Inactive Investor,Stan Rickner,Financial Advisor;President,"SageOak Financial, LLC",stan@sageoakfinancial.com,,Salesforce
10695838,,Jessie Hughes,,Dakota Wealth Management,jhughes@dakotawm.com,,List Import
10394790,,nima mahdavi,,,nimamahdijou@gmail.com,,Web Form Fillout
11081286,Inactive Investor,Daniel Ritchey,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10815733,Inactive Investor,Angelo Imbrogno,,LPL Financial LLC Darien IL 2871 83rd St,angelo.imbrogno@lpl.com,,Salesforce
9622584,,Hamidreza Yari,,,hamidrezayari70@gmail.com,,List import
10966821,Inactive Investor,Jacob Rechenbach,Financial Advisor,LPL Financial LLC Knoxville TN 422 S Gay St,,,Salesforce
10777373,Inactive Investor,Renae Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lakeside AZ 4720 Maverick Ln",renae.e.smith@ampf.com,,Salesforce
117170,,James Klodosky,Financial Advisor,"Securities America Advisors, Inc.",james.klodosky@securitiesamerica.com,713-626-9260,
10696410,,Glenda Liz Munoz,,ORIENTAL FINANCIAL SERVICES LLC,glendam@orientalbank.com,,List Import
11086708,Inactive Investor,Frederick Clerici,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,fclerici@rwbaird.com,,Salesforce
10795222,Inactive Investor,Justin McDaniel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Panama City FL 1022 W 23rd St",tradd_mcdaniel@ml.com,,Salesforce
10913404,Inactive Investor,Larry Roberts,,"Osaic Wealth, Inc. Los Angeles CA 3219 Overland Ave",,,Salesforce
11174404,Inactive Investor,Gary Gingrich,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Norman OK 1644 24th Ave NW",gary.gingrich@schwab.com,,Salesforce
233812,, -,,[[Unknown]],dyaniz2016@gmail.com,,Organic Search
10823405,Inactive Investor,Arthur Spiller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Silverthorne CO 325 Blue River Pkwy",art.w.spiller@ampf.com,,Salesforce
9142795,,Luke Stewart,,,lukestewart@gmail.com,,Web form fillout
9591363,,Karim Brewer,,,karimbrewer@icloud.com,,List import
9575213,,Lantz Hunt,,,lhunt@carsonwealth.com,,List import
10983672,Inactive Investor,Ulises Baltazar,,J.P. Morgan Securities LLC Salinas CA 425 Main St,ulises.baltazar@chase.com,,Salesforce
10969466,Inactive Investor,Luke Holt,,Thrivent Investment Management Inc. Grafton ND 38 W 6th St,luke.holt@thrivent.com,,Salesforce
10821916,Inactive Investor,Paula Kingsbury,,"Avantax Investment Services, Inc. Dickinson TX 2424 FM 517 Rd E",,,Salesforce
10762095,Inactive Investor,Gregory Roel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",gregory_roel@ml.com,,Salesforce
10831389,Inactive Investor,Robert Barber,Owner;Regulatory Contact;Senior Wealth Advisor,Christian Financial Advisors,bob@ciswealth.com,,Salesforce
11046988,Inactive Investor,Margaret Kreikemeier,Secretary;Shareholder,Pebble Valley Wealth Management,margaret@pvwealthmgt.com,,Salesforce
10806969,Inactive Investor,Ainsley Brown,Secretary,"King George Capital Mgmt, Inc.",,,Salesforce
11187807,Inactive Investor,Michael Goss,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11255221,Inactive Investor,Peyton Story,Advisor;Strategist,ProPartners Wealth,,,Salesforce
11000330,Inactive Investor,Karen Friedmann,Associate,"MML Investors Services, LLC San Francisco CA 1 California St",,,Salesforce
11039471,Inactive Investor,Drew Gormley,Premier Advisor;Specialist,"Citizens Securities, Inc.",drew.gormley@citizensbank.com,,Salesforce
11048600,Inactive Investor,Jonnie Wilhite,,PFS Investments Inc. Portage MI 1302 W Milham Ave,jonnie.wilhite@primerica.com,,Salesforce
10812976,Inactive Investor,Rodney Dahl,Vice President - Investments,"Raymond James & Associates, Inc. Georgetown TX 1104 S Rock St",rod.dahl@raymondjames.com,,Salesforce
10756366,Inactive Investor,Taisha Palmer,Wealth Management Associate,Morgan Stanley,taisha.palmer@morganstanley.com,,Salesforce
10854329,Inactive Investor,Colby King,Financial Advisor,Edward Jones Farmington NM 5150 E Main St,colby.king@edwardjones.com,,Salesforce
10811601,Inactive Investor,Charles Morgan,,"Raymond James Financial Services, Inc. Rochelle Park NJ 365 W Passaic St",charles.morgan@raymondjames.com,,Salesforce
9619332,,Morteza Abbaszadeh,,,mortezaabbaszadeh83@gmail.com,,List import
11229535,Inactive Investor,William Comeaux,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",billy.comeaux@nm.com,,Salesforce
230634,, -,,[[Unknown]],wilson1748@sbcglobal.net,,
211782,,Julian Ha,Partner,Heidrick & Struggles,jha@heidrick.com,,Content
10883983,Inactive Investor,Brandon Day,Financial Advisor,Edward Jones Evanston WY 170 Yellow Creek Rd,brandon.day@edwardjones.com,,Salesforce
11141415,Inactive Investor,Kristin Poole,Private Client Wealth Advisor;Senior Vice President;Wealth Advisor,Krilogy,kpoole@krilogy.com,,Salesforce
322138,,Marilyn Deitemeyer,Retirement Specialist,"Principal Securities, Inc.",deitemeyer.marilyn@principal.com,515-247-0601,
344576,,Robert Benton,"Senior Vice President, Chief Financial Officer, Director","Paradigm Capital Management, Inc.",rbenton@paradigmcapital.com,518-431-3500,Manual List Upload
10510855,,Ciara Richmond,,,robert.kuhnhein@yahoo.com,,List Import
11025235,Inactive Investor,Rebecca Berry,Manager,"Wells Fargo Clearing Services, LLC Fort Wayne IN 6702 Pointe Inverness Way",rebecca.a.kelty@wellsfargoadvisors.com,,Salesforce
113347,,Susan Harper,Financial Advisor,"Principal Securities, Inc.",harper.susanna@principal.com,214-414-2762,
10901168,Inactive Investor,Jonathon Nixon,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
235599,, -,,[[Unknown]],delmax11@verizon.net,,
11221682,,Michael Fierro,,,michael.fierro@eplp.com,,List Import
11026281,Inactive Investor,Joseph Paul,Associate,Rockefeller Financial LLC Salt Lake City UT 2603 E Parleys Way,jpaul@rockco.com,,Salesforce
11209368,Inactive Investor,Alexis Maymi,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",alexis.maymi@schwab.com,,Salesforce
11013626,Inactive Investor,Allen Shimonov,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",allen.shimonov@prudential.com,,Salesforce
9548464,,eyüp oral,,,eyyop@hotmail.com,,List import
10768087,Inactive Investor,Douglas Peterson,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC El Segundo CA 222 N Pacific Coast Hwy",douglas.d.peterson@ampf.com,,Salesforce
9592126,,Steve Williams,,,prospect2125@aol.com,,List import
371645,,Henry Pontell,,United States,pontell@uci.edu,,Salesforce
11109582,Inactive Investor,Cedric Powell,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 603 E Jackson St",cedric.powell@ampf.com,,Salesforce
10944047,Inactive Investor,Nicholas Giallourakis,,Newbridge Securities Corporation,ngiallourakis@newbridgesecurities.com,,Salesforce
11081111,Inactive Investor,Phillip Brown,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Paris TN 1007 Volunteer Dr",phillip.brown@nm.com,,Salesforce
10895091,Inactive Investor,Christopher Stappas,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,cstappas@pksinvest.com,,Salesforce
8933312,,Matthew Ngwetsheni,Financial Planner,MBONA,mbonapmn@gmail.com,6328342345,Web Form Fillout
11098013,Inactive Investor,Jason Stephens,Chief Executive Officer,"Thompson Investment Management, Inc.",jstephens@thompsonim.com,,Salesforce
10989525,Inactive Investor,Sara Bevilacqua,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,,,Salesforce
11187934,Inactive Investor,James Frazier,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10959485,Inactive Investor,Yohaan Ghate,,Citigroup Global Markets Inc.,,,Salesforce
10838289,Inactive Investor,Charles Garofalo,Financial Advisor,Edward Jones Succasunna NJ 109 Main St,charles.garofalo@edwardjones.com,,Salesforce
9611506,,matthew morton,,,matthew.morton.d@gmail.com,,List import
11155434,Inactive Investor,Ross Stein,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",ross.stein@wellsfargoadvisors.com,,Salesforce
11136437,Inactive Investor,Cassidy Mohr,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11233999,Inactive Investor,Alexandra Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10970522,Inactive Investor,Luis Salas,,J.P. Morgan Securities LLC Metuchen NJ 475 Main St,luis.salas@chase.com,,Salesforce
10856375,Inactive Investor,Albert Linker,Financial Advisor,LPL Financial LLC Fresno CA 2440 W Shaw Ave,,,Salesforce
11141636,Inactive Investor,Jeffrey Robinson,,PFS Investments Inc. Briarcliff Manor NY 515 N State Rd,,,Salesforce
349358,,Charles Ringwald,,"MML Investors Services, LLC",mringwald@financialguide.com,732-919-6148,
10828882,Inactive Investor,Joshua Goeppner,Financial Advisor,"Ameriprise Financial Services, LLC Long Beach CA 3900 Kilroy Airport Way",josh.j.goeppner@ampf.com,,Salesforce
128292,,Douglas Erbert,,Financial Engines Advisors L.l.c.,derbert@financialengines.com,(913) 319-8100,
129104,,Kyle Gensrick,,"Wipfli Financial Advisors, Llc",kgensrick@wipflifinancial.com,,
334778,,Paul Genova,Chief Financial Officer,Riverpark Capital Management Llc,pgenova@riverparkfunds.com,212-484-2100,Manual List Upload
10771852,Inactive Investor,Christopher Hall,,Morgan Stanley Denver CO 250 Fillmore St,,,Salesforce
10885835,Inactive Investor,Alejandra Venezia,Private Client Advisor,J.P. Morgan Securities LLC Livermore CA 1480 1st St,alejandra.flores@jpmorgan.com,,Salesforce
39542,,Todd Nierste,Wealth Management Advisor,"Fifth Third Securities, Inc.",todd.nierste@53.com,317-383-2207,
11202777,Inactive Investor,Lee Turek,Chief Compliance Officer;Owner,First Midwest Investments,,,Salesforce
10821156,Inactive Investor,Patricia Wasp,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",patricia.wasp@valic.com,,Salesforce
10612019,,Keith Underwood,Financial Advisor,,keith.d.underwood@gmail.com,,List Import
11230325,Inactive Investor,Youngkyung Park,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,ypark09@ft.newyorklife.com,,Salesforce
11001528,Inactive Investor,Frank Barr,,Grant Williams L.P.,,,Salesforce
9603322,,Scott Nemecheck,,,scott@financemytoys.com,,List import
11119396,Inactive Investor,Whitney Stricklin,Financial Advisor,Money Concepts Capital Corp Scott Depot WV 135 Corporate Center Dr,wstricklin@moneyconcepts.com,,Salesforce
10932399,Inactive Investor,Brenton Carlson,Lead Advisor,"Foster Group, Inc.",,,Salesforce
10487305,,James Madden,"Financial Advisor, First Vice President - Wealth Management",UBS Financial Services Inc.,james.madden@ubs.com,,List Import
11004200,Inactive Investor,Cory Jansen,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",cory.jansen@hantzgroup.com,,Salesforce
11025483,Inactive Investor,Barbara Dean,,J.P. Morgan Securities LLC Findlay OH 1917 Tiffin Ave,barbara.dean@jpmorgan.com,,Salesforce
9633726,,Tushar Bidhuri,,,tusharbidhuri01@gmail.com,,List import
11155419,Inactive Investor,Nancy Baker,Business Advocate;Financial Advisor;Personal Banker,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",nancy.baker@wellsfargoadvisors.com,,Salesforce
10924245,Inactive Investor,John Davis,,Cetera Advisor Networks LLC Randolph MA 1093 N Main St,,,Salesforce
5721096,,Courtney Young,,,youngcourtney17@yahoo.com,3479359445,Web form fillout
10761201,Inactive Investor,Julius Chang,Complex Risk Officer;Vice President,Morgan Stanley Monterey CA 401 Fremont St,julius.chang@morganstanley.com,,Salesforce
11061008,Inactive Investor,Kevin Granger,Principal,Phocas Financial Corporation,kevin.granger@phocasfinancial.com,,Salesforce
9595109,,Charles Carnevale,,,chuckc@edmpinc.com,,List import
10803416,Inactive Investor,Brett Mckamey,President,Goelzer Investment Management,bmckamey@goelzerinc.com,,Salesforce
9592657,,Ryan Hessenthaler,,,ryan@luntcapital.com,,List import
10921943,Inactive Investor,Andrew Fung,,Fidelity Brokerage Services LLC,andrew.fung@fidelity.com,,Salesforce
9576689,,Aaron Veillette,,,arv12381@gmail.com,,List import
9572877,,Kirk Matteson,,,kmatteson@clearresourcegroup.com,,List import
9549333,,Orlando Torres,,,orlandot@401kadvisors.com,,List import
11151561,Inactive Investor,Melise Vance,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,melise.vance@fidelity.com,,Salesforce
10939667,Inactive Investor,Tyler Walz,,Cetera Advisor Networks LLC Saint Cloud MN 1407 33rd St S,,,Salesforce
11010247,Inactive Investor,John Mach,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,john.mach.fyg2@statefarm.com,,Salesforce
192244,,Gregory Teese,"Chief Compliance Officer, Operations, Senior Vice President, Senior Vice President - Compliance","Equity Services, Inc.",gteese@nationallife.com,802-229-7437,
11046483,Inactive Investor,Devontay Barbee,,J.P. Morgan Securities LLC Franklin TN 1015 Center Point Pl,devontay.barbee@jpmorgan.com,,Salesforce
10889765,Inactive Investor,Luis Rubio,,J.P. Morgan Securities LLC East Rockaway NY 111 Main St,luis.f.rubio@jpmorgan.com,,Salesforce
336295,,Joshua Bekenstein,Managing Director,"Bain Capital Private Equity, Lp",jbekenstein@baincapital.com,617-516-2318,Manual List Upload
9583969,,Dennis Veraghen,,,getethmoney@gmail.com,,List import
5974242,,Sharon Peoples,,,peoplessharon95@gmail.com,,Web Form Fillout
11068330,Inactive Investor,Brian Kennedy,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",brian.kennedy@equitable.com,,Salesforce
10848800,Inactive Investor,Vance Newman,,"Raymond James Financial Services, Inc. Rapid City SD 333 West Blvd",vance.newman@raymondjames.com,,Salesforce
10867488,Inactive Investor,Joel Saperstein,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",jsaperstein@financialguide.com,,Salesforce
9612692,,Michael Mellinghausen,,,mmellinghausen@allstate.com,,List import
11076363,Inactive Investor,Akemi Bove,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",akemi.bove@ml.com,,Salesforce
3162032,,Robert Newman,,,robert91350@gmail.com,,
10919802,Inactive Investor,Travis Ames,Financial Advisor,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,travis_ames@glic.com,,Salesforce
11111570,Inactive Investor,Stephanie Malewski,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",stephanie.malewski@ml.com,,Salesforce
11187104,Inactive Investor,Ryan Landry,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,ryanlandry@statefarm.com,,Salesforce
11066852,Inactive Investor,Mark Zimmerer,,"Raymond James Financial Services, Inc. Norfolk NE 1500 Market Ln",mark.zimmerer@raymondjames.com,,Salesforce
9641968,,James Baer,,,jbaer@upsecurities.com,,List import
10899085,Inactive Investor,Brian Stickler,Financial Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,brian.stickler@morganstanley.com,,Salesforce
10489909,,Matthew Gagnon,"Chief Compliance Officer, Founder, Managing Member, Owner",Financial Empowerment,mgagnon5026@gmail.com,,List Import
11156261,Inactive Investor,Emily Culler,,"Equitable Advisors, LLC Brooklyn NY Private Residence",emily.culler@equitable.com,,Salesforce
11101895,Inactive Investor,Veronique Sylvia,,NYLIFE Securities LLC Dartmouth MA Private Residence,vsylvia@ft.newyorklife.com,,Salesforce
10977030,Inactive Investor,Ge Shen,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,gshen@ft.newyorklife.com,,Salesforce
10984875,Inactive Investor,Benjamin Kirchner,Financial Advisor,MD Financial / Vestment Financial,ben@mdfinancialadvisors.com,,Salesforce
11060046,Inactive Investor,Elmer Martin,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC San Antonio TX 17806 W Interstate 10,,,Salesforce
341021,,Paul Lisi,Partner,"The Capstreet Group, Llc",pdelisi@capstreet.com,713-332-2700,Manual List Upload
213627,,Sue Xu Zhang,CEO,"Aurora Investment Group, LLC",sue.zhang@aurorainvestmentgroup.com,(917) 386-1800,
112524,,Charles Ludlow,,1969,charlesludlow@yahoo.com,,
1003373,Inactive Investor,J.R. Yuska,,Topwater Capital,jyuska@topwaterpartners.com,2038528005,
11002969,Inactive Investor,Cecilia Pramono,,J.P. Morgan Securities LLC Beverly Hills CA 8500 Wilshire Blvd,cecilia.pramono@jpmorgan.com,,Salesforce
10794402,Inactive Investor,Ronald Sanders,Chief Compliance Officer;Chief Executive Officer;Managing Partner,"ONE Advisory Partners, LLC",ron.sanders@oneretirement.com,,Salesforce
11100744,Inactive Investor,Stephen Pederson,,"Raymond James Financial Services, Inc. Pensacola FL 220 E 9 Mile Rd",stephen.pederson@raymondjames.com,,Salesforce
11221849,,Adrian Young,,,ayoung@ambassadoradvisors.com,,List Import
11188777,Inactive Investor,Ora Conner,,PFS Investments Inc. Baton Rouge LA 6554 Florida Blvd,ora.conner@primerica.com,,Salesforce
9554219,,Stephen Speirs,,,sspeirs@gareppleinvestments.com,,List import
11175678,Inactive Investor,Aaron Thompson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
150599,,cam ade,,[Unknown],cadelipour@aol.com,,
11235636,Inactive Investor,Michael Conlon,Financial Advisor;Legal Counsel,"American Wealth Protection Financial, LLC",,,Salesforce
10611497,,Anthony Marchitto,Financial Advisor,,anthony.marchitto@lpl.com,,List Import
10825275,Inactive Investor,Micah Puscheck,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Getzville NY 2390 N Forest Rd",micah.j.puscheck@ampf.com,,Salesforce
9545440,,Nichelle Santos,,,nsantos@cbiz.com,,List import
11102222,Inactive Investor,Frankie Busichio,Financial Advisor,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
10611748,,Christopher Ellis,"Financial Advisor, Senior Vice President",,christopher.r.ellis@rbc.com,,List Import
11103222,Inactive Investor,Harold Whitworth,Financial Advisor,Edward Jones Dayton OH 3938 Dayton-Xenia Rd,skip.whitworth@edwardjones.com,,Salesforce
10756528,Inactive Investor,Terri Watkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Little Rock AR 1400 Kirk Rd",terri.butlerwatkins@wellsfargoadvisors.com,,Salesforce
9614263,,Hanif Mamdani,,,hmamdani@phn.com,,List import
11141740,Inactive Investor,Spencer Drennan,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
11222345,,Brian Yarch,,,byarch@regalfin.com,,List import
10826946,Inactive Investor,Austin Gossett,Associate Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Columbus OH 81 Mill St",austin.gossett@ampf.com,,Salesforce
10825852,Inactive Investor,Lisa Simon,,Oppenheimer & Co. Inc. Grosse Pointe MI 63 Kercheval Ave,lisa.tasios@opco.com,,Salesforce
11078146,Inactive Investor,Harrison Glaude,,J.P. Morgan Securities LLC Franklin TN 3030 Mallory Ln,harrison.glaude@jpmorgan.com,,Salesforce
10862315,Inactive Investor,Brian Meisenhelder,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",brian.meisenhelder@nm.com,,Salesforce
10889430,Inactive Investor,Tyler Stack,Partner;Private Wealth Manager,Creative Planning,tyler.stack@creativeplanning.com,,Salesforce
10872313,Inactive Investor,Brittney Deese,Manager,United Planners' Financial Services of America A Limited Partner,,,Salesforce
220996,,Daniel Perroud,,[Unknown],daniel.perroud@blueorchard.com,,Direct
11198774,Inactive Investor,Rachael Beaudry,,Key Investment Services LLC,rachael_j_beaudry@kisinvestments.com,,Salesforce
11120443,Inactive Investor,Hunter Baumgarten,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,hunter.baumgarten@fidelity.com,,Salesforce
8480493,,Mark Teichner,,TMI Trust,mteichner@tmico.com,(678) 221-5896,List Import
10636263,,Alpian Alpian,,,alpianyan96@gmail.com,,Web Form Fillout
10833235,Inactive Investor,Stephen Herrmann,,"Cambridge Investment Research, Inc. Saint Louis MO 9 The Pines Ct",steve.herrmann@cambridgeresource.com,,Salesforce
10890625,Inactive Investor,Riley Bishop,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
11137797,Inactive Investor,Jessica Claire Ferrer,,J.P. Morgan Securities LLC Burlingame CA 1430 Chapin Ave,jessica-claire.ferrer@jpmorgan.com,,Salesforce
10926040,Inactive Investor,Douglas Birch,Financial Advisor,"Concourse Financial Group Securities, Inc. Santa Barbara CA Private Residence",douglas.birch@concoursefinancial.com,,Salesforce
10763315,Inactive Investor,Francisco Landivar,First Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,francisco.landivar@ubs.com,,Salesforce
9558684,,Frank Ashley,,,frank@gbltrust.com,,List Import
11202037,Inactive Investor,Stephen Coupe,Financial Advisor,"Clear Creek Financial Management, LLC Silverdale WA 4550 NW Newberry Hill Rd",,,Salesforce
11177253,Inactive Investor,Steven King,,LPL Financial LLC Louisville KY 9710 Park Plaza Ave,steven.l.king@lpl.com,,Salesforce
11157185,Inactive Investor,Leonard Roether,Financial Advisor;First Vice President;Futures Specialist,Morgan Stanley Cleveland OH 200 Public Sq,leonard.roether@morganstanley.com,,Salesforce
10866815,Inactive Investor,Anil Singh,Financial Advisor,LPL Financial LLC White Plains NY 399 Knollwood Rd,anil.singh@lpl.com,,Salesforce
11102091,Inactive Investor,Thomas Tennies,,MWA Financial Services Inc. Slinger WI 102 E Commerce Blvd,thomas.a.tennies@mwarep.org,,Salesforce
10858794,Inactive Investor,Stan Wagner,,"Cambridge Investment Research, Inc. Pewee Valley KY 7600 W. Hwy 146",,,Salesforce
10758721,Inactive Investor,Ronald Graft,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",ronald.graft@wellsfargoadvisors.com,,Salesforce
1001599,Inactive Investor,Chris Randle,Managing Member,C2 Capital Management,crandle@c2tg.com, +1 312 933 9661,Organic Search
10617004,,Brian Roche,,,brian.r.roche@ml.com,,List Import
10892282,Inactive Investor,Maricruz Ackerman,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
123327,,Karen Francois,"Partner, Wealth, Fiduciary Advisor","Evercore Wealth Management, Llc",francois@evercore.com,(914) 493-8793,Manual List Upload
11110032,Inactive Investor,Antonio Accardo,,"MML Investors Services, LLC Pleasanton CA 325 Ray St",aaccardo@financialguide.com,,Salesforce
10880109,Inactive Investor,Pierre Thermidor,,J.P. Morgan Securities LLC Stamford CT 1037 High Ridge Rd,pierre.r.thermidor@jpmorgan.com,,Salesforce
10940469,Inactive Investor,Lindsay Disbrow,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11105086,Inactive Investor,Rachel Browne,Financial Advisor,Edward Jones Broken Arrow OK 3302 W Lansing St,rachel.browne@edwardjones.com,,Salesforce
10696224,,Joel Vanovitch,,VALLEY FINANCIAL MANAGEMENT INC,jvanovitch@valley.com,,List Import
11186254,Inactive Investor,James Kiyabu,,PFS Investments Inc. Honolulu HI 1314 S King St,james.kiyabu@primerica.com,,Salesforce
11188161,Inactive Investor,Meghan Winchester,,"Wells Fargo Clearing Services, LLC",meghan.mckelvy@wellsfargoadvisors.com,,Salesforce
11178240,Inactive Investor,Kristina Bejarano-Anaya,,"Farmers Financial Solutions, LLC Glendora CA 410 E Rte 66",kbejarano@farmersagent.com,,Salesforce
10867785,Inactive Investor,Angel Mccall,Owner,"McCall, Angel B. Parker CO 14201 Greenfield Loop",,,Salesforce
10801032,Inactive Investor,Connie Abercrombie,,PFS Investments Inc. Oneonta AL 1806 2nd Ave E,connie.abercrombie@primerica.com,,Salesforce
10810444,Inactive Investor,Jane-Ellen Porter-Stefanowicz,,LPL Financial LLC Meriden CT 485 Broad St,jane-ellen.porter-stefanowicz@lpl.com,,Salesforce
10644151,,Michael Lewis,,,michael.b.lewis@jpmorgan.com,,List Import
9639626,,James West,,,james.west@greensquarecap.com,,List import
9645617,,Martin Will,,,minuswill@gmx.de,,List import
11149357,Inactive Investor,Edward Madden,,NYLIFE Securities LLC Ruston LA 601 N Trenton St,emadden@ft.newyorklife.com,,Salesforce
11004869,Inactive Investor,Leanne Peterson-Kilpatrick,,"U.S. Bancorp Investments, Inc. Hamilton OH 4221 Hamilton Middletown Rd",leanne.kilpatrick@usbank.com,,Salesforce
9547970,,Micki Kjeldsen,,,micki2012@live.dk,,List import
10942261,Inactive Investor,Gustavo Masri,,"J. Alden Associates, Inc. Doylestown PA 43 S Main St",gmasri@j-alden.com,,Salesforce
11189098,Inactive Investor,Robert Engel,Financial Advisor,LPL Financial LLC Irvine CA 9841 Irvine Center Dr,robert.engel@lpl.com,,Salesforce
10845174,Inactive Investor,James Webb,Financial Advisor,Advisor Resource Council Rockwall TX 6760 Horizon Rd,,,Salesforce
10661821,,Terri Rau,,,trau@mpplplan.com,,List Import
10854496,Inactive Investor,Kristine Mitchell,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
10914838,Inactive Investor,Meghan Drane,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11003732,Inactive Investor,Mason Loth,Financial Advisor,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,mmloth@rwbaird.com,,Salesforce
10618977,,Daniel Hack,,,daniel.hack@morganstanley.com,,List Import
9623804,,PETER JANSEN,,,peterdjansen@gmail.com,,List import
11151420,Inactive Investor,Leon Avila,,"Osaic Wealth, Inc. Miami FL 8950 SW 74th Ct",,,Salesforce
11228631,Inactive Investor,Calvin Lau,,J.P. Morgan Securities LLC Corte Madera CA 437 Corte Madera Town Ctr,,,Salesforce
11187582,Inactive Investor,Walter Hill,,"Carty & Company, Inc.",whill@cartyco.com,,Salesforce
11051301,Inactive Investor,Todd Bosworth,Financial Advisor,Morgan Stanley Eugene OR 975 Oak St,todd.bosworth@morganstanley.com,,Salesforce
11161401,Inactive Investor,Fernando Martinez,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10976647,Inactive Investor,Wilna Francois,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,wfrancois@primerica.com,,Salesforce
10858550,Inactive Investor,Joyce Provost,Chief Compliance Officer;Financial Advisor,Aviso Wealth Management Seattle WA 600 University St,joyce@avisofinancial.com,,Salesforce
10897460,Inactive Investor,Mark Slager,Financial Advisor,Edward Jones Goodyear AZ 14535 W Indian School Rd,mark.slager@edwardjones.com,,Salesforce
10486463,,Michael Norten,Regional Vice President,PFS Investments Inc.,michael.norten@primerica.com,,List Import
1001752,Inactive Investor,Tim Davidson,Managing Partner,Belpointe Capital,tim.davidson@belpointe.com, +1 203 721 6173,
9611107,,Alicja Karska,,,alicjasochaczewska1@gmail.com,,List import
10861464,Inactive Investor,Paul McBeth,,Cetera Advisors LLC Pittsburgh PA 600 Waterfront Dr,ford.mcbeth@ceteraadvisors.com,,Salesforce
11010847,Inactive Investor,Stephen Arnold,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,sarnold@primerica.com,,Salesforce
11048048,Inactive Investor,Arlan Strickland,,PFS Investments Inc. Cumming GA 327 Dahlonega St,arlan.strickland@primerica.com,,Salesforce
111583,,Ross Preston,,Nova Wealth Cayman Limited,ross.preston@novagroup.com,3053230767,
11221968,,Kenneth Sleeper,,,ken@sierrainvestment.com,,List Import
10977256,Inactive Investor,Phillip Easton,,Park Avenue Securities LLC West Palm Beach FL 2056 Vista Pkwy,phillip_easton@glic.com,,Salesforce
9625883,,Michael Hardacre,,,michael.hardacre@gmail.com,,List import
10779119,Inactive Investor,David Fierro,Financial Advisor;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,david.fierro@morganstanley.com,,Salesforce
10855565,Inactive Investor,George Williamson,Associate Wealth Advisor;Member,"Peirce Capital Management, LLC",george@peircecap.com,,Salesforce
11054908,Inactive Investor,Richard Buckland,,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",,,Salesforce
10790193,Inactive Investor,Ronnie Cochran,,NYLIFE Securities LLC Blacksburg VA 1999 S Main St,rcochran@ft.newyorklife.com,,Salesforce
11068783,Inactive Investor,Julie Cairns,,State Farm VP Management Corp. Richland Center WI 172 S Main St,julie.cairns.khv0@statefarm.com,,Salesforce
10790157,Inactive Investor,Camryn McGinnis,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,camryn.r.mcginnis@jpmorgan.com,,Salesforce
10915579,Inactive Investor,Max Rhodes,Chief Compliance Officer;Wealth Management Advisor,"Full Sail Capital, LLC Oklahoma City OK 9401 N Kelley Ave",mrhodes@fullsailcapital.com,,Salesforce
10988232,Inactive Investor,Jaime Escandon,,PFS Investments Inc. Miami FL 7955 NW 12th St,jescandon@primerica.com,,Salesforce
11152060,Inactive Investor,Colleen Gibbons,Portfolio Associate;Registered Associate,Morgan Stanley Philadelphia PA 1650 Market St,colleen.gibbons@morganstanley.com,,Salesforce
341017,,Paul Daccus,Managing Director,"Sun Capital Advisors, L.p.",pdaccus@suncappart.com,561-394-0550,Manual List Upload
10898151,Inactive Investor,Corie Hou,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",corie.hou@nm.com,,Salesforce
9573983,,Luigi Cirillo,,,cirlui89@gmail.com,,List import
9612182,,Sabrina Carollo,,,scarollo@arielinvestments.com,,List import
9625357,,David Trunzo,,,davidtrunzo@gmail.com,,List import
10928897,Inactive Investor,William Lane,,"Raymond James & Associates, Inc.",william.lane@raymondjames.com,,Salesforce
10948780,Inactive Investor,Efrain Reynoso,,J.P. Morgan Securities LLC Claremont CA 400 N Indian Hill Blvd,efrain.reynoso@jpmorgan.com,,Salesforce
9581913,,Charles Brucato,,,cbrucato@abry.com,,List import
336058,,Jordan Spinosa,,Spinosa Wealth Management Group,jordan@spinosawmg.com,985-674-6722,Manual List Upload
11081292,Inactive Investor,Marcus Acosta,,State Farm VP Management Corp. Pasadena TX 2750 Strawberry Rd,,,Salesforce
10907173,Inactive Investor,Molly Baer,Managing Member,Baer Wealth Management,,,Salesforce
9415766,,Lawrence Spieldenner,,Lawrence Spieldenner,law551@gmail.com,,Organic Search
9604412,,Melissa Johnson,,,tinej13909@etondy.com,,List import
9634870,,Howard Medwed,,,hmedwed@blasset.com,,List import
11222838,,Brian Cummings,,,bcummings@commonwealth.com,,List Import
10806370,Inactive Investor,Patrick Dugan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,patrick.dugan@fidelity.com,,Salesforce
10870010,Inactive Investor,John Orito,,Cetera Advisor Networks LLC Fresno CA Private Residence,,,Salesforce
10764393,Inactive Investor,Shannon Sandlin,Financial Advisor,Edward Jones Wilmington NC 1430 Commonwealth Dr,shannon.ackermann@edwardjones.com,,Salesforce
11203997,Inactive Investor,Patricia Blagojevich,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Investment Navigation LLC,,,Salesforce
5948008,,David Perrin,,,perrindavid062@gmail.com,,Web Form Fillout
11297386,,Dennis Seraaj,,,dennisseraaj1@outlook.com,,Web Form Fillout
234841,, -,,[[Unknown]],alexh3850@gmail.com,,Paid Search
11206512,Inactive Investor,Teresa Vomund,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
9621913,,Tamara Bobzien,,,tamara_bobzien@yahoo.com,,List import
11105550,Inactive Investor,Alan Rosenberg,Financial Advisor,"Raymond James & Associates, Inc. Garden City NY 1461 Franklin Ave",,,Salesforce
10808429,Inactive Investor,Anthony Costanzo,Financial Advisor,Morgan Stanley Cleveland OH 200 Public Sq,anthony.costanzo@morganstanley.com,,Salesforce
10975507,Inactive Investor,Matthew Funicello,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11072185,Inactive Investor,Gao Yang,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11203787,Inactive Investor,Nathan Klebacha,,Presidio Merchant Partners LLC Peachtree Corners GA 3930 E Jones Bridge Rd,nklebacha@thepresidiogroup.com,,Salesforce
333448,,Brian Joiner,,"Hightower Advisors, Llc",bjoiner@hightoweradvisors.com,,
11118122,Inactive Investor,Anthony Battista,,"Vanderbilt Securities, LLC",abattista@vanderbiltsecurities.com,,Salesforce
10928840,Inactive Investor,David Kittredge,,Hilltop Securities Inc.,,,Salesforce
10878017,Inactive Investor,John Sandlin,Financial Associate,Thrivent Investment Management Inc. Columbus IN 904 Washington St,john.sandlin@thrivent.com,,Salesforce
10616252,,Rosemary Aitken,,,rosemary.aitken@lpl.com,,List Import
9571401,,Scott Beeke,,,scottbeeke@hotmail.co.uk,,List import
10855081,Inactive Investor,Lance Whitworth,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",lance.whitworth@stifel.com,,Salesforce
11167011,Inactive Investor,Kristen Kenny,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,kristen.desmarais@ubs.com,,Salesforce
11161440,Inactive Investor,Maureen Berger,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",maureen_a_berger@ml.com,,Salesforce
10855056,Inactive Investor,Charles Baracco,,LPL Financial LLC Syracuse NY 706 N Clinton St,charles.baracco@lpl.com,,Salesforce
218124,,Robert Walker,,[Unknown],olemissfant@hotmail.com,,Direct
9618268,,Laird Boulden,,,laird@palmersquarecap.com,,List import
11208531,Inactive Investor,Roger Diez,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",roger.diez@schwab.com,,Salesforce
10834220,Inactive Investor,Lucas Jones,,"Raymond James Financial Services, Inc. Midlothian VA 13925 Coalfield Commons Pl",lucas.jones@raymondjames.com,,Salesforce
11037726,Inactive Investor,Joseph Singer,Investment Advisor,HC Advisors LLC,joseph@hc-adv.com,,Salesforce
221135,,Mark Orans,,Blackrock,mark.orans@gmail.com,(914) 589-6461,
11232979,Inactive Investor,Brian Marino,,"World Investments, Inc. Cleveland OH 2525 Market Ave",,,Salesforce
10983249,Inactive Investor,Joseph Kelley,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",joseph.kelley@equitable.com,,Salesforce
9644583,,BRENDAN Healy,,,healy.brendan@yahoo.co.uk,,List import
9621924,,stefan schwitter,,,stefan.schwitter@seba.swiss,,List import
11127140,Inactive Investor,Heather Riddle,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,,,Salesforce
9594017,,Damien Bisserier,,,dbisserier@arisconsulting.com,,List Import
11022918,Inactive Investor,Clayton Nash,Investment Advisor Representative,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",cnash@nationallife.com,,Salesforce
9615078,,Shirley Horsley,,,shirley4252@gmail.com,,List import
11099076,Inactive Investor,Shawn Sessions,Financial Advisor;Vice President,Morgan Stanley Irvine CA 1901 Main St,shawn.sessions@morganstanley.com,,Salesforce
10614101,,Michael Rosen,Financial Advisor,,michael.r.rosen@wellsfargoadvisors.com,,List Import
11075262,Inactive Investor,Mary Hermann,,"Raymond James Financial Services, Inc. Monroe CT 324 Elm St",marykay.nebiolo@raymondjames.com,,Salesforce
11148463,Inactive Investor,George Wilson,,"Allstate Financial Services, LLC Virginia Beach VA 5237 Princess Anne Rd",,,Salesforce
11156942,Inactive Investor,Hudson Schamberger,Financial Advisor,"Schamberger, Greylak & Utterback Wealth Management, LLC",,,Salesforce
10768537,Inactive Investor,Stanford Smith,Senior Vice President - Wealth Management,UBS Financial Services Inc. Eden UT Private Residence,,,Salesforce
11261190,Inactive Investor,James Lowell,Investment Advisor Representative;Private Wealth Advisor,"J.M. Arbour, LLC",,,Salesforce
10489293,,Kristen Nowicki,,"Wells Fargo Advisors Financial Network, LLC Plano TX 5560 Tennyson Pkwy",kris.barker@wellsfargoadvisors.com,,List Import
11128322,Inactive Investor,Timothy Ruch,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",,,Salesforce
10849965,Inactive Investor,Andrew Hudson,,"OneAmerica Securities, Inc. Miami FL 7480 Bird Rd",,,Salesforce
7488846,,bRADLEY SEARLS,,,bmfs13@gmail.com,,Web Form Fillout
10831637,Inactive Investor,Frederick Middleton,,"Sendero Securities, LLC",fmiddleton@sendero.com,,Salesforce
10762870,Inactive Investor,Todd Reynolds,Executive Director - Wealth Management;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President;Wealth Advis,Morgan Stanley Pasadena CA 55 S Lake Ave,todd.reynolds@morganstanley.com,,Salesforce
10801125,Inactive Investor,Jeffrey Hedley,Managing Director,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,jhedley@rwbaird.com,,Salesforce
10964207,Inactive Investor,Mark Cameron,,"Etico Partners, LLC Irving TX 600 E John Carpenter Fwy",,,Salesforce
11130043,Inactive Investor,Manuel Chu,,HSBC Securities (USA) Inc. Seattle WA 920 5th Ave,manuel.chu@us.hsbc.com,,Salesforce
11166544,Inactive Investor,Ajay Sukhu,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",ajay.sukhu@ml.com,,Salesforce
10911497,Inactive Investor,Daniel Irving,,"VESTECH Securities, Inc. Erie PA 5942 Spires Dr",dirving@e-vestech.com,,Salesforce
11124266,Inactive Investor,Katelin Kimble,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,kkimble@ft.newyorklife.com,,Salesforce
9639974,,Ryan Tidwell,,,rtidwell@memco-invest.com,,List import
10908376,Inactive Investor,Andrew Clarke,,PFS Investments Inc. New Rochelle NY 466 Main St,andrew.clarke@primerica.com,,Salesforce
10920435,Inactive Investor,Kimberly Roberts,Chief Compliance Officer,Winslow Asset Management Inc,kimberly@winslowasset.com,,Salesforce
333622,,Tracy Jackson,,Mercer Global Advisors Inc.,tjackson@merceradvisors.com,(714) 434-6900,
9604166,,QUINN THOMPSON,,,quinn@abra.com,,List import
10885154,Inactive Investor,Andrew Speight,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,andrew.speight@gs.com,,Salesforce
10959552,Inactive Investor,Gilberto Gomar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10976889,Inactive Investor,Ashley Simpson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10800411,Inactive Investor,Philip Walkley,Investment Advisor;Senior Wealth Advisor,"Wellington Shields & Co., LLC",phil.walkley@wellingtonshields.com,,Salesforce
11202846,Inactive Investor,Michael Zeiter,Chief Compliance Officer;Financial Planner;Owner,"Foundations Financial Planning, LLC",,,Salesforce
11170797,Inactive Investor,Eric Mark,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,eric.mark@morganstanley.com,,Salesforce
11178896,Inactive Investor,Jessica Rubenstein,Financial Advisor,Edward Jones Charlotte NC 6210 Ardrey Kell Rd,,,Salesforce
11012213,Inactive Investor,Frederick Perez,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",frederick.perez@tfaconnect.com,,Salesforce
9593641,,Jason Jd,,,jasonp@lcgar.com,,List import
11112068,Inactive Investor,Brett Leonard,Financial Advisor;Vice President,Morgan Stanley Cockeysville MD 303 International Cir,brett.leonard@morganstanley.com,,Salesforce
10963131,Inactive Investor,Elizabeth Kepler,,Commonwealth Financial Network Richland Center WI 45 E Robb Rd,ekepler@commonwealth.com,,Salesforce
346830,,Amanda West,Relationship Manager,Hudock Capital Group,awest@hudockcapital.com,570-326-9500,Manual List Upload
333326,,Jimmy Stechschulte,,Thor Investment Management,jstechschulte@thorinvestment.com,,Manual List Upload
9631281,,Fletcher Klap,,,fletch@camgent.com,,List import
11136815,Inactive Investor,Matthew Brown,,"TradeStation Securities, Inc.",,,Salesforce
11232994,Inactive Investor,John Kennis,,"Osaic Wealth, Inc. North Tonawanda NY Private Residence",,,Salesforce
11045469,Inactive Investor,Philip Francois,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Owner;President,Foundation Wealth Planning,,,Salesforce
10942217,Inactive Investor,Kaye Anderson,Financial Advisor,Edward Jones Zumbrota MN 395 S Main St,kaye.anderson@edwardjones.com,,Salesforce
10880352,Inactive Investor,Julian Gualtieri,Financial Advisor;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,julian.gualtieri@morganstanley.com,,Salesforce
10875824,Inactive Investor,Matthew Richardson,,LPL Financial LLC Cincinnati OH 9403 Kenwood Rd,matthew.richardson@lpl.com,,Salesforce
128717,,Clara Parris,Member,"Signaturefd, Llc",clara.parris@signaturefd.com,,
353149,,Mark Matthews,Managing Member,MrMSM LLC,mbizreal@aol.com,,Event
11093051,Inactive Investor,Kevin Koenke,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,kevin.koenke.my1n@statefarm.com,,Salesforce
11052320,Inactive Investor,Ian James,,J.P. Morgan Securities LLC Monterey CA 291 Alvarado St,,,Salesforce
10770698,Inactive Investor,Shareen Jafri,Financial Advisor,"Wells Fargo Clearing Services, LLC Mountain View CA 2600 W El Camino Real",shareen.jafri@wellsfargo.com,,Salesforce
10816559,Inactive Investor,Audra Morse,,J.P. Morgan Securities LLC Loveland CO 200 E 7th St,audra.morse@jpmorgan.com,,Salesforce
11099363,Inactive Investor,Kevonte Kelly,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,,,Salesforce
9565777,,Amir Zad,,,am1hosseinzadeh@gmail.com,,List import
245618,,Ben Friedmann,Family Office,Tzadik Management,ben.f.friedmann@protonmail.com,19542188236,Manual List Upload
9588559,,Hugo Nistal,,,hugo.nistal@erisx.com,,List import
9632058,,Kanupriya Bajpai,,,kanupriya.bajpai@gmail.com,,List import
11115137,Inactive Investor,Philip Fulco,Financial Advisor,"Cadaret, Grant & Co., Inc. Wappingers Falls NY 1289 Rte 9",pfulco@ae.cadaretgrant.com,,Salesforce
231940,, -,,[Unknown],jeffm.hbi@gmail.com,,
10877706,Inactive Investor,David Milligan,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",dmilligan@ml.com,,Salesforce
11077084,Inactive Investor,Anthony Romano,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",john.romano@raymondjames.com,,Salesforce
9557476,,Joseph Bowen,,,joseph.bowen@fmr.com,,List import
11234880,Inactive Investor,Dillon Dunn,Associate Advisor,"Rainey & Randall Investment Management, Inc.",dillon@raineyrandall.com,,Salesforce
11033603,Inactive Investor,Gabino Torres-Torres,,PFS Investments Inc. Fontana CA 7740 Edison Ave,gabino.torrestorres@primerica.com,,Salesforce
10774093,Inactive Investor,Jeffrey Carpenter,,William Blair,jcarpenter@williamblair.com,,Salesforce
11136028,Inactive Investor,Sara Eldridge,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",sara.eldridge@northerntrust.com,,Salesforce
11119179,Inactive Investor,Ryan Burbach,Chief Compliance Officer;Chief Executive Officer;Co-Founder;President,Friday Financial,,,Salesforce
11139051,Inactive Investor,Judy Chang,,J.P. Morgan Securities LLC Orangeburg NY 333 Rte 303,judy.chang@chase.com,,Salesforce
9627666,,Michael Russell,,,mrh_2003@yahoo.cm,,List import
10915605,Inactive Investor,Michael Costopoulos,,Cetera Financial Specialists LLC Palm City FL 901 SW Martin Downs Blvd,michael.costopoulos@ceterafs.com,,Salesforce
10933482,Inactive Investor,Brian Page,,"Osaic Wealth, Inc. Darien IL 1450 Plainfield Rd",,,Salesforce
10919743,Inactive Investor,Aaron Lieberman,Chief Compliance Officer;Managing Director;Managing Partner;Managing Principal;President,"Marathon Wealth Management, Inc.",aaron@marathonwealth.net,,Salesforce
9593627,,Ryan Erdmann,,,ryan.erdmann@plantemoran.com,,List import
11160600,Inactive Investor,Brandon Meyer,,Innovation Partners LLC,bmeyer@innovationpartnersllc.com,,Salesforce
352476,,Jim Cooper,Managing Partner,Thompson Street Capital Manager Llc,jcooper@tscp.com,314-727-2112,Manual List Upload
10810084,Inactive Investor,Meredith Augustoni,Investment Advisor Representative,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",augustoni_meredith@nlvmail.com,,Salesforce
9624335,,jiao guofeng,,,1548617710@qq.com,,List import
10659166,,Corey Novak,,,corey.novak@jpmorgan.com,,List import
9555744,,Michael Richards,,,richards@hillcitycapital.com,,List import
9553464,,Scott Reed,,,scott.reed@ingfa.com,,List import
11153705,Inactive Investor,Patrick Kerwin,,Thrivent Investment Management Inc. Green Bay WI 2301 Riverside Dr,patrick.kerwin@thrivent.com,,Salesforce
11090982,Inactive Investor,Lynn Baker,Investment Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,lynn.baker@ubs.com,,Salesforce
11137019,Inactive Investor,Theresa Consola,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",theresa.consola@ml.com,,Salesforce
10834635,Inactive Investor,Stephanie Milosavlevski,Financial Advisor,"Ameriprise Financial Services, LLC Okemos MI 2139 Commons Pkwy",stephanie.j.milosavlevski@ampf.com,,Salesforce
11094065,Inactive Investor,Michael Mahoney,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,mmahoney@snowdenlane.com,,Salesforce
216699,,Chris Chisholm,,[Unknown],christopher.chisholm@fmr.com,,Event
10884420,Inactive Investor,Emily Barno,Registered Client Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,emily.barno@ubs.com,,Salesforce
10792593,Inactive Investor,Michael Lancaster,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",michael.lancaster@ml.com,,Salesforce
10993281,Inactive Investor,Brendan Grady,,"Gibbs Wealth Management, LLC Pineville NC 106 Oakley Ave",,,Salesforce
10818878,Inactive Investor,Steven Romjue,Chief Executive Officer;Founder;Managing Director,"Ridgecrest Wealth Partners, LLC",,,Salesforce
11082928,Inactive Investor,Trent Cuellar,Financial Advisor,"Wells Fargo Clearing Services, LLC Lubbock TX 1500 Broadway",trent.cuellar@wellsfargoadvisors.com,,Salesforce
9573249,,Jonathan Kamran,,,jonathan.kamran@surveyor-capital.com,,List import
11171537,Inactive Investor,John Drake,Financial Advisor,Edward Jones North Little Rock AR 4131 John F Kennedy Blvd,john.drake@edwardjones.com,,Salesforce
11046298,Inactive Investor,Juan Cortes-Uribe,,"Tudor Securities, LLC",,,Salesforce
10957399,Inactive Investor,Stephanie Nickoloff,,Key Investment Services LLC Lorain OH 7400 Oak Point Rd,stephanie.nickoloff@key.com,,Salesforce
10803722,Inactive Investor,Jeffrey Alvord,Managing Director,Comprehensive Financial Management LLC,,,Salesforce
11165974,Inactive Investor,Steven Tolerico,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,stolerico@primerica.com,,Salesforce
10879113,Inactive Investor,Spencer Luthin,Premier Banker,"Wells Fargo Clearing Services, LLC New York NY 460 Broadway",spencer.luthin@wellsfargo.com,,Salesforce
10754520,Inactive Investor,Norman Gee,Financial Advisor,Morgan Stanley Charlottesville VA 120 Garrett St,norman.gee@morganstanley.com,,Salesforce
11161983,Inactive Investor,Anthony Cangemi,Founder;Managing Member,Crescent City Retirement Group,anthony@crescentcityretirement.com,,Salesforce
10988304,Inactive Investor,Oliver Mendoza,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",oliver.mendoza@empower.com,,Salesforce
11061539,Inactive Investor,Marianella Campagna,Private Client Advisor,J.P. Morgan Securities LLC Palm City FL 3030 SW Martin Downs Blvd,marianella.campagna@jpmorgan.com,,Salesforce
9631721,,James Baring,,,james.baring@cr3partners.com,,List import
10815065,Inactive Investor,Jeffrey Brooks,,"Equitable Advisors, LLC Saint Augustine FL Private Residence",jeffrey.brooks@equitable.com,,Salesforce
10491216,,Vas Deli,,,billydel1@yahoo.com,,Web Form Fillout
9646634,,Ayoub El,,,ayoub74.e@live.fr,,List import
10764831,Inactive Investor,Tina McDowell,,LPL Financial LLC Montgomery AL 350 Leavell Cir,tina.mcdowell@lpl.com,,Salesforce
10845250,Inactive Investor,Mary Musuneggi,,"Grove Point Investments, LLC Canonsburg PA 4600 Jbarry Ct",mmusuneggi@hbeckinc.com,,Salesforce
11141674,Inactive Investor,Sharlor Williams,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,sharlor.williams@primerica.com,,Salesforce
10844481,Inactive Investor,Joshua Schneider,Senior Wealth Management Lending Officer;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",,,Salesforce
10873190,Inactive Investor,Eric Stever,Advisor,LPL Financial LLC Woodland Hills CA 5959 Topanga Canyon Blvd,eric.stever@lpl.com,,Salesforce
10975784,Inactive Investor,Micah Drake,Private Client Banker,J.P. Morgan Securities LLC Littleton CO 1605 Mayberry Dr,micah.drake@jpmorgan.com,,Salesforce
10853177,Inactive Investor,David Gaona,Financial Advisor,LPL Financial LLC Albuquerque NM 6749 Academy Rd NE,david.gaona@lpl.com,,Salesforce
10872948,Inactive Investor,James Buzgo,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boston MA 60 State St",james.buzgo@ampf.com,,Salesforce
10972182,Inactive Investor,Cecilia Gentry,,Citigroup Global Markets Inc.,cecilia.gentry@citi.com,,Salesforce
11143885,Inactive Investor,Stephen Smith,,"OneAmerica Securities, Inc. Carmel IN 1980 E 116th St",stephen.smith@oneamerica.com,,Salesforce
11135616,Inactive Investor,Walford Waugh,,PFS Investments Inc. Brooklyn NY 77 Sands St,walford.waugh@primerica.com,,Salesforce
10754670,Inactive Investor,David McDowell,Financial Advisor;International Client Advisor;Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,david.mcdowell@morganstanley.com,,Salesforce
10847899,Inactive Investor,Muhammad Khalid,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",muhammad.khalid@ml.com,,Salesforce
10861925,Inactive Investor,Michael Chauvenet,,"Centaurus Financial, Inc. Frisco TX Private Residence",mchauvenet@cfiemail.com,,Salesforce
9596044,,mark james,,,amosliu66@gmail.com,,List import
351320,,Christoph Bene,Managing Director,Brock Fiduciary Services Llc,cbene@brockcapital.com,212-209-3000,Manual List Upload
351253,,Cale Grove,Vice President,Incline Equity Partners,cale.grove@inclineequity.com,412-315-7800,Manual List Upload
10832947,Inactive Investor,Matthew Brotherton,,"Osaic Wealth, Inc. Richmond VA 7100 Forest Ave",,,Salesforce
371543,,David Menkhaus,,[Unknown],dvmnkhs@gmail.com,,Salesforce
10753555,Inactive Investor,Jeffrey State,,"Raymond James Financial Services, Inc. Cedar Rapids IA 1625 1st Ave SE",jeff.state@raymondjames.com,,Salesforce
10976009,Inactive Investor,Robert De Lessio,Financial Advisor,"Strategic Wealth Investment Group, LLC",rdelessio@swdgroup.com,,Salesforce
10847143,Inactive Investor,Harold Hawkey,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",hal.hawkey@nm.com,,Salesforce
208585,,Shane Sandretto,,First Command Advisory Services,shane@linkedin.com,,
9574574,,David Drummond,,,david.drummond@cfdinvestments.com,,List import
10948895,Inactive Investor,Alexander Fons,Financial Advisor;Managing Director,Global View Capital Management LLC,afons@gvcaponline.com,,Salesforce
9543924,,Daniel Perez de Leon,,,integritus@gmail.com,,List import
10974650,Inactive Investor,Ernesto Oros,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11120606,Inactive Investor,Abraham Gamez,,J.P. Morgan Securities LLC Phoenix AZ 2827 N 44th St,abraham.gamez@jpmorgan.com,,Salesforce
11125088,Inactive Investor,John Brighton,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",john_brighton@ml.com,,Salesforce
9580269,,Scott Peebles,,,scott@trellisent.com,,List import
11028870,Inactive Investor,Cresta Clawson,Financial Advisor,"Osaic Wealth, Inc. Carmel IN 571 Monon Blvd",,,Salesforce
9565106,,Jay Alicea,,,jayalicea@gmail.com,,List import
9615525,,Francoise Mouly,,,fmouly@icedoha.org,,List import
11056898,Inactive Investor,Sophia Tashie,Client Associate,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,sophia.tashie@ubs.com,,Salesforce
10857679,Inactive Investor,Heather Harris,Financial Advisor,Edward Jones Nacogdoches TX 1105 N University Dr,heather.harris@edwardjones.com,,Salesforce
9574604,,Larry Joseph,,,larry@ancora.net,,List import
10923983,Inactive Investor,Dennis Harvey,,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",dharvey@massmutual.com,,Salesforce
10975015,Inactive Investor,Joseph Pierre,,PFS Investments Inc. Brooklyn NY 77 Sands St,joseph.pierre@primerica.com,,Salesforce
9586593,,Jacob O'Keefe,,,jacobokeefe@focusfinancial.com,,List import
204602,,Pierce Trcka,,Pensionmark,ptrcka@pensionmark.com,(615) 903-4016,Organic Search
9556126,,James Mullinix,,,jmullinix@triunefp.com,,List import
9620384,,Peter Sinkovec,,,mr.sinkovec@gmail.com,,List import
113342,,Frederick Kienel,,"SunTrust Advisory Services, Inc.",frederick.kienel@suntrust.com,910-509-1015,
221159,,Darwin Franks,,[Unknown],sknarf1@comcast.net,,source
11041864,Inactive Investor,John Day,Financial Advisor;Principal,LPL Financial LLC Columbia MD 7230 Lee Deforest Dr,john.day@lpl.com,,Salesforce
10760705,Inactive Investor,Ryan Ellis,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",ryan_c_ellis@ml.com,,Salesforce
11165733,Inactive Investor,Patrick Ammirati,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",,,Salesforce
5389128,,oun dara,,,dibicir136@sunetoa.com,,Web Form Fillout
10786062,Inactive Investor,Katerina Durcak,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",katerina.durcak@schwab.com,,Salesforce
11116754,Inactive Investor,Deborah Badowski,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Madison WI 2961 Yarmouth Greenway Dr",deborah.badowski@usbank.com,,Salesforce
11070825,Inactive Investor,Traci Nole,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",traci.nole@ml.com,,Salesforce
10849103,Inactive Investor,Scott Capace,Chief Compliance Officer;Investment Advisor;Investment Manager;Managing Director;Owner,"Open Source Investments, LLC",scapace@opensourceinvestments.com,,Salesforce
11104201,Inactive Investor,William Hornung,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",,,Salesforce
10944136,Inactive Investor,Elena Navedo Alvarez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 2704 Loker Ave W",elena.navedoalvarez@ml.com,,Salesforce
11165622,Inactive Investor,William Tremko,Chief Executive Officer;President,"USI Securities, Inc.",bill.tremko@usicg.com,,Salesforce
10965899,Inactive Investor,Adam Perry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11099054,Inactive Investor,Ronald Balog,,"Osaic Wealth, Inc. Cranberry Township PA 20397 Rte 19",,,Salesforce
9580621,,Douglas Koch,,,d.c.koch@hotmail.com,,List import
9572638,,Joseph Guenot,,,joseph.guenot@cfdinvestments.com,,List import
10786558,Inactive Investor,Seamus Mitchell,,LPL Financial LLC Melville NY 1895 Walt Whitman Rd,seamus.mitchell@lpl.com,,Salesforce
11122252,Inactive Investor,Jeffrey Knusalla,,LPL Financial LLC Wausau WI 227521 Harrier Ave,jeffrey.knusalla@lpl.com,,Salesforce
11022230,Inactive Investor,Christian Carrera,Family Wealth Director;First Vice President;Private Wealth Advisor,Morgan Stanley New York NY 101 Park Ave,christian.carrera@morganstanley.com,,Salesforce
10948795,Inactive Investor,Katherine Lasacco,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,katherine.lasacco@jpmorgan.com,,Salesforce
11010275,Inactive Investor,Nicolas Vasquez,,MWA Financial Services Inc. Kearney MO Private Residence,nicolas.vasquez@modern-woodmen.org,,Salesforce
11186249,Inactive Investor,Emily Adams,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,emily.laplante.rt21@statefarm.com,,Salesforce
11042743,Inactive Investor,Mark Fairman,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,mfairman@ft.newyorklife.com,,Salesforce
10858565,Inactive Investor,Michael Pizzo,Financial Advisor;Financial Planning Specialist,Morgan Stanley Garden City NY 1200 Franklin Ave,michael.pizzo@morganstanley.com,,Salesforce
11178056,Inactive Investor,William Macdonald,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_macdonald@vanguard.com,,Salesforce
10958005,Inactive Investor,Nathan Daniel,,Vanguard Marketing Corporation,nathan_daniel@vanguard.com,,Salesforce
11093274,Inactive Investor,Daniel Cambron,,"Concourse Financial Group Securities, Inc.",daniel.cambron@concoursefinancial.com,,Salesforce
11035071,Inactive Investor,Monsurat Lawal,,"Allstate Financial Services, LLC Parkville MD 8609 Old Harford Rd",monsuratlawal@allstate.com,,Salesforce
9634523,,Sandra Foley,,,sandra@theplanningcenter.com,,List import
349533,,Renee Gibbs,,"VALIC Financial Advisors, Inc.",renee.gibbs@valic.com,512-231-0131,
10951587,Inactive Investor,Paul Russell,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",dave.russell@nm.com,,Salesforce
10899945,Inactive Investor,Deborah Capria,Solutions Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",deborah.jones@schwab.com,,Salesforce
10957849,Inactive Investor,Neha Mathur,Relationship Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville GA 219 Banks Sta",nmathur3@ml.com,,Salesforce
10886952,Inactive Investor,Ethan Tyack,Financial Advisor Trainee,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,ethan.tyack@ubs.com,,Salesforce
11160247,Inactive Investor,Jeffrey Kruthoff,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,jeffrey.kruthoff@primerica.com,,Salesforce
9568557,,Michael Byrne,,,michaelsewardbyrne@gmail.com,,List import
10940911,Inactive Investor,Charles Wilner,,"Blackridge Asset Management, LLC",,,Salesforce
10386126,,rⅰce zhu,,,douya518@163.com,,Web Form Fillout
370396,,Jon Rusten,,Rusten & Partners Inc.,jrusten@mac.com,7866518106,Salesforce
9544777,,Dipen Patel,,,d.patel1187@gmail.com,,List import
11085617,Inactive Investor,Ashwin Martin,Financial Advisor,"Wells Fargo Clearing Services, LLC Williamsburg VA 4690 Monticello Ave",ashwin.martin@wellsfargoadvisors.com,,Salesforce
10603681,,Scott Vollmer,"Chief Executive Officer, Managing Member, Managing Partner, Regulatory Contact",Drum Capital Management LLC,vollmer@drumcapital.com,,List Import
11154355,Inactive Investor,Greg Coenen,Financial Advisor,"Osaic Wealth, Inc. Omaha NE 1065 N 115th St",,,Salesforce
11188623,Inactive Investor,Mitchell Todd,,"MML Investors Services, LLC Crystal Lake IL 185 Heritage Dr",mtodd@financialguide.com,,Salesforce
10947778,Inactive Investor,Vitallia Williams,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10974967,Inactive Investor,Daniel Rickabus,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11023809,Inactive Investor,David Wieseneck,Account Manager,"Concourse Financial Group Securities, Inc. Tequesta FL Private Residence",david.wieseneck@concoursefinancial.com,,Salesforce
11011001,Inactive Investor,Mary Carl,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
10808107,Inactive Investor,Eric Schwartz,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",eric.schwartz@ffga.com,,Salesforce
10907038,Inactive Investor,Anthony Dimiele,Investment Advisor Representative,LPL Financial LLC Burbank IL 7903 Lockwood Ave,tony.dimiele@tfaconnect.com,,Salesforce
11155754,Inactive Investor,Anna Robbins,,"Ameriprise Financial Services, LLC Fort Madison IA 701 Avenue G",anna.robbins@ampf.com,,Salesforce
10796276,Inactive Investor,Thomas Beach,Managing Director,"Beach Investment Counsel, Inc",,,Salesforce
10909213,Inactive Investor,Kyler Spencer,,"Kestra Investment Services, LLC Nashville IL 9627 Wall St",,,Salesforce
347534,,Michael Maroon,Member,"Glasfunds, Llc",mmaroon@glasfunds.com,216-862-1300,Manual List Upload
11194722,Inactive Investor,Daniel Coleman,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Saint Paul MN 1827 Grand Ave",,,Salesforce
10645537,,Stephen Keefer,,,stephen.keefer@credit-suisse.com,,List Import
335878,,Matthew Vigo,,Spc,mvigo@sigmafinancial.com,,
241163,Inactive Investor,Rob Dwinall,,Northern Trust Asset Management,rsd7@ntrs.com,(203) 363-7429,Database Upload
11014122,Inactive Investor,Smaranda Stoian,,J.P. Morgan Securities LLC Seattle WA 7512 35th Ave NE,smaranda.stoian@jpmorgan.com,,Salesforce
10921376,Inactive Investor,Melissa Wright,,"Compak Securities, Inc.",mwright@compak.com,,Salesforce
9619720,,Michael Kapitula,,,mike.kapitula@gmail.com,,List import
10842565,Inactive Investor,Robert Mendez,,"Raymond James Financial Services, Inc. Riverside CA 3403 10th St",robert.mendez@raymondjames.com,,Salesforce
11100582,Inactive Investor,Joseph Brunelli,Financial Advisor,"Wells Fargo Clearing Services, LLC Pearl River NY 1 Blue Hill Plz",joseph.brunelli@wellsfargoadvisors.com,,Salesforce
10914303,Inactive Investor,William Bowles,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9568386,,Brock Baker,,,earthpeace7@msn.com,,List import
10900736,Inactive Investor,Dominic Dowd,,Morgan Stanley Minneapolis MN 225 S 6th St,,,Salesforce
10816524,Inactive Investor,Michael Tutcher,,"Raymond James Financial Services, Inc. Sarasota FL 1819 Main St",michael.tutcher@raymondjames.com,,Salesforce
10898274,Inactive Investor,Joshua Schneider,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
199867,,Scott Marshall,,[Unknown],scott.marshall@cohencpa.com,,
9582924,,GRIFFON BARRY,,,g0barry@gmail.com,,List import
10956127,Inactive Investor,Fahron Wilson,,LPL Financial LLC Knoxville TN 422 S Gay St,fahron.wilson@lpl.com,,Salesforce
11020377,Inactive Investor,Lisa Stephens,Partner,"Storehouse Wealth Management, LLC",,,Salesforce
10956835,Inactive Investor,Jeffrey Atchison,Investment Advisor,"SageGuard Financial Group, LLC",,,Salesforce
11231954,Inactive Investor,Parker Burtnett,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10888035,Inactive Investor,Kevin Duke,,The Huntington Investment Company Akron OH 3 Cascade Plz,kevin.duke@huntington.com,,Salesforce
10797796,Inactive Investor,Jeffrey Meston,Financial Advisor;First Vice President,Morgan Stanley Seattle WA 601 Union St,jeff.meston@morganstanley.com,,Salesforce
11014324,Inactive Investor,Melissa Viscafe,,J.P. Morgan Securities LLC Woodstock GA 3098 Eagle Dr,melissa.viscafe@jpmorgan.com,,Salesforce
11161840,Inactive Investor,Massimo Paone,Private Client Investment Advisor,TD Private Client Wealth LLC,massimo.paone@td.com,,Salesforce
11161503,Inactive Investor,Ashley Tangeraas,Associate,Thrivent Investment Management Inc. Sacramento CA 3626 Fair Oaks Blvd,ashley.tangeraas@thrivent.com,,Salesforce
10976512,Inactive Investor,Jennifer Carter,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jennifer_carter@vanguard.com,,Salesforce
11114348,Inactive Investor,Desiree Lukian,Relationship Manager;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",desiree.lukian@ml.com,,Salesforce
11012744,Inactive Investor,Chelsey Armstrong,,"Osaic FA, Inc. Eugene OR 1600 Valley River Dr",chelsey.armstrong@lfg.com,,Salesforce
9616439,,Marc COOPER,,,mcooper202@gmail.com,,List import
11190173,Inactive Investor,Scott McIntyre,Managing Director;Senior Portfolio Manager,Hilltop Securities Inc. Austin TX 2700 Via Fortuna,scott.mcintyre@hilltopsecurities.com,,Salesforce
340376,,Nathaniel Bacon,Senior Associate,Bunker Hill Management Llc,nat.bacon@bunkerhillcapital.com,617-720-4030,Manual List Upload
11210473,Inactive Investor,Ryan Malo,Associate Manager;Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",ryan.malo@ampf.com,,Salesforce
9612483,,Timothy Kroll,,,tkroll@channingcapital.com,,List import
10898915,Inactive Investor,Kevin Harper,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Rock Hill SC 132 S Herlong Ave",kevin.harper@firstcitizens.com,,Salesforce
10864405,Inactive Investor,Erick Barrera Castillo,Registered Associate,"Northern Trust Securities, Inc. Tempe AZ 2190 E Elliot Rd",erick.barrera-castillo@northerntrust.com,,Salesforce
10761553,Inactive Investor,Daniel Fries,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",daniel.fries@ml.com,,Salesforce
10872797,Inactive Investor,Kevin McMillan,,Spectrum Financial Resources Grosse Pointe MI 63 Kercheval Ave,kmcmillan@spectrumfr.com,,Salesforce
9610704,,preston Eversaul,,,pse10@outlook.com,,List import
11032052,Inactive Investor,Nicoletta Schaff,Investment Advisor,Commonwealth Financial Network Bellevue WA 11004 NE 11th St,nschaff@commonwealth.com,,Salesforce
10924358,Inactive Investor,Lisa Guillory,,"Avantax Investment Services, Inc.",,,Salesforce
11190424,Inactive Investor,Kristina Olsen,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,kristina.olsen@morganstanley.com,,Salesforce
10990091,Inactive Investor,Benjamin Boyd,,Park Avenue Securities LLC Milton FL 5185 Elmira St,,,Salesforce
10661545,,Daniel Rosenberg,,,drosenberg@rivergladecapital.com,,List Import
11132073,Inactive Investor,Glenice Harris,,"Transamerica Financial Advisors, Inc Peachtree Corners GA 275 Scientific Dr",glenice.harris@tfaconnect.com,,Salesforce
11043165,Inactive Investor,Aaron Bailey,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",aaron.bailey@schwab.com,,Salesforce
10487705,,David Castilla,"Managing Principal, President","Genesis Capital Advisors, LLC",dcastilla@gencappartners.com,,List Import
10995891,Inactive Investor,Cooper Carden,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",cooper.carden@nm.com,,Salesforce
9554168,,Patrick Fitzsimmons,,,pjfitz@hotmail.com,,List import
10962264,Inactive Investor,Ellis Hargadon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11050228,Inactive Investor,Alfred Polizzotto,,Commonwealth Financial Network Marlboro NJ 49 Circle -520,apolizzotto@commonwealth.com,,Salesforce
10901373,Inactive Investor,David Paik,Private Client Advisor,J.P. Morgan Securities LLC Claremont CA 400 N Indian Hill Blvd,david.paik@jpmorgan.com,,Salesforce
11237120,Inactive Investor,Jack Newman,Principal;Senior Wealth Advisor,"Kovitz Investment Group Partners, LLC Deerfield IL 740 Waukegan Rd",jnewman@kovitz.com,,Salesforce
9553250,,Todd Sobol,,,twsobol@yahoo.com,,List import
10801063,Inactive Investor,Matthew Boyce,Chief Financial Officer;President;Regulatory Contact,American Financial Advisors Inc,mboyce@afadvisors.com,,Salesforce
11007909,Inactive Investor,Giselle Reyes,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,giselle.reyes@jpmorgan.com,,Salesforce
11174914,Inactive Investor,Jermaine Clemons,,"Osaic Wealth, Inc. Odessa FL 17427 Equestrian Trl",,,Salesforce
11209387,Inactive Investor,Scott Brown,Financial Advisor,Edward Jones Kill Devil Hills NC 3120 N Croatan Hwy,scott.brown2@edwardjones.com,,Salesforce
372490,,James Roedding,,United States,jamesroedding@gmail.com,,Salesforce
11001996,Inactive Investor,Douglas Thomas,Broker;Financial Professional,"Equitable Advisors, LLC Lakewood OH 16300 Delaware Ave",douglas.thomas@equitable.com,,Salesforce
343817,,Benjamin Levy,Managing Director,Berkshire Partners Llc,blevy@berkshirepartners.com,617-227-0050,Manual List Upload
11137533,Inactive Investor,Eunkyung Oh,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,,,Salesforce
341425,,Kevin Elliott,Partner,Kainos (tx) Capital Lp,kelliott@kainoscapital.com,214-740-7300,Manual List Upload
129226,,Michael Shea,Financial Advisor,Applied Capital,michael.shea@appliedcapital.com,615-800-6963,Manual List Upload
9635514,,William Degerberg,,,wdegerberg@roarkcapital.com,,List import
10860273,Inactive Investor,Leigh Hlohinec,Financial Advisor,Edward Jones Bothell WA 15506 Main St,leigh.hlohinec@edwardjones.com,,Salesforce
11055016,Inactive Investor,Brian Bennett,,Morgan Stanley Sandy UT 200 W Civic Center Dr,brian.bennett@morganstanley.com,,Salesforce
11093037,Inactive Investor,Robert Magallanes,Financial Advisor;Vice President,UBS Financial Services Inc. Irvine CA 20 Pacifica,robert.magallanes@ubs.com,,Salesforce
10762200,Inactive Investor,Michael McCarthy,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",michael.mccarthy1@wfadvisors.com,,Salesforce
11183443,Inactive Investor,Matthew Copeland,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,matt.copeland.sxcl@statefarm.com,,Salesforce
11204571,Inactive Investor,Ronald Hargis,,"Raymond James Financial Services, Inc. Oklahoma City OK 6501 Tinker Diagonal",ron.hargis@raymondjames.com,,Salesforce
11129798,Inactive Investor,Amy Friedrich,Director;President,"Principal Securities, Inc. Des Moines IA 655 9th St",friedrich.amy@principal.com,,Salesforce
10615000,,Pamela Praetorius,"Financial Advisor, Lending Specialist, Senior Portfolio Manager, Sports and Entertainment Director, Vice President",,pamela.praetorius@morganstanley.com,,List Import
11021212,Inactive Investor,John Lang,,"OneAmerica Securities, Inc. Scottsbluff NE 120 E 16th St",,,Salesforce
11147497,Inactive Investor,Morey Perlmutter,,"Wells Fargo Advisors Financial Network, LLC Englewood CO 6465 Greenwood Plaza Blvd",morey.perlmutter@wfafinet.com,,Salesforce
11191112,Inactive Investor,Deanna Kochensparger,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",deanna.kochensparger@raymondjames.com,,Salesforce
236394,, -,,[[Unknown]],miriam.oliveras@gmail.com,,
10964737,Inactive Investor,Darren Cole,,PFS Investments Inc. Indianapolis IN 8604 Allisonville Rd,darrenx.cole@primerica.com,,Salesforce
211828,,Zach Wong,analyst,confidential,zachryanwong@gmail.com,,Content
10961257,Inactive Investor,Mary Pate,,J.P. Morgan Securities LLC,mary.pate@jpmorgan.com,,Salesforce
10805527,Inactive Investor,Katherine Savoy,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",katherine.savoy@equitable.com,,Salesforce
9577768,,Matt Patafie,,,matthew.patafie@manulifesecurities.ca,,List import
11069246,Inactive Investor,Nigel James,,Joseph Stone Capital L.L.C.,njames@josephstonecapital.com,,Salesforce
9558186,,Caylee Clark,,,caylee.clark@triad-advisors.com,,List import
9569896,,Venus Jones,,,venus.jones@pnc.com,,List import
182142,,George Prelorentzos,,[Unknown],gio_prelore@berkeley.edu,,Organic Search
10882712,Inactive Investor,Shawn Huynh,,J.P. Morgan Securities LLC Pinole CA 1541 Fitzgerald Dr,shawn.huynh@jpmorgan.com,,Salesforce
10839859,Inactive Investor,Corey Green,,NYLIFE Securities LLC Broken Bow OK 610 S Park Dr,ctgreen@ft.newyorklife.com,,Salesforce
9573551,,Lauren Oschman,,,loschman@vestia.com,,List import
10791928,Inactive Investor,Dennis Leddy,Chief Compliance Officer;Chief Operating Officer,"Game Creek Capital, LP Boston MA 2 International Pl",,,Salesforce
11103248,Inactive Investor,Dean Martines,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",dean.martines@schwab.com,,Salesforce
10791396,Inactive Investor,James Joseph,Chief Compliance Officer;Partner;President;Treasurer,Financial Services Advisory,jim@fsainvest.com,,Salesforce
11172880,Inactive Investor,Natascha King,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",natascha.king@ml.com,,Salesforce
9609177,,Chris Hsieh,,,chris.hsieh@caa.columbia.edu,,List import
11021317,Inactive Investor,Michael Foland,,LPL Financial LLC Taylor Ridge IL Private Residence,michael.foland@lpl.com,,Salesforce
9623021,,Ismail Haider,,,ismaelhaider@gmail.com,,List import
9597138,,Julie Nichols,,,jnichols@wipflifinancial.com,,List Import
10981365,Inactive Investor,Michael Bergeron,Financial Advisor,Edward Jones Covington LA 703 S Tyler St,michael.bergeron@edwardjones.com,,Salesforce
10814515,Inactive Investor,Jonathan Raskas,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",jonathan.raskas@ml.com,,Salesforce
10810368,Inactive Investor,Gary Alt,Chief Compliance Officer;Co-Founder;Partner,"Monterey Private Wealth, Inc.",galt@willowridgecapital.com,,Salesforce
11173317,Inactive Investor,Daniel Summers,Senior Client Relationship Associate,William Blair Baltimore MD 100 International Dr,msummers@williamblair.com,,Salesforce
9588020,,Tim Toohey,,,timothytoohey@sbcglobal.net,,List import
9567453,,Miguel Naudys,,,m.naudys2000@gmail.com,,List import
11059925,Inactive Investor,Jordan Holloman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11161134,Inactive Investor,Mary Guza,Corporate Retirement Director;Executive Director;Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,mary.guza@morganstanley.com,,Salesforce
11025098,Inactive Investor,Elzara Shukurova,Relationship Banker,"Wells Fargo Clearing Services, LLC Chantilly VA 14430 Chantilly Crossing Ln",,,Salesforce
11230896,Inactive Investor,Cathleen Odish,Financial Planner,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,cathleen.odish@lpl.com,,Salesforce
10839667,Inactive Investor,John Butler,,"VALIC Financial Advisors, Inc. Sherwood AR Private Residence",john.butler@valic.com,,Salesforce
10841776,Inactive Investor,Sydney Kruggel,Analyst,Morgan Stanley Chicago IL 227 W Monroe St,sydney.kruggel@morganstanley.com,,Salesforce
10929244,Inactive Investor,Richard Sheldon,,State Farm VP Management Corp. Reed City MI 217 E Todd Ave,,,Salesforce
11073829,Inactive Investor,Penny Irvine,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",penny.irvine@schwab.com,,Salesforce
11142640,Inactive Investor,Amy Winfrey,Sales Assistant,"Equitable Advisors, LLC Edwardsville IL 123 Rottingham Ct",amy.winfrey@equitable.com,,Salesforce
10829972,Inactive Investor,Kimberlee Barrett-Johnson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 908 E Jefferson St",kimberlee.a.barrett-johnson@ampf.com,,Salesforce
10781306,Inactive Investor,Darrell Hesford,Financial Advisor,"Wells Fargo Clearing Services, LLC Escondido CA 145 N Escondido Blvd",hesfordd@wellsfargo.com,,Salesforce
11238287,Inactive Investor,Tina Panzeca,,"Johnson Investment Counsel, Inc.",tpanzeca@johnsoninv.com,,Salesforce
332815,,Jamie Rooney,CEO,Corient Capital Partners,jamie@corient.com,,
11003231,Inactive Investor,Clifford Mewborne,,"First Command Brokerage Services, Inc. Columbia SC 4406 Forest Dr",csmewborne@firstcommand.com,,Salesforce
10814537,Inactive Investor,Henry Faragalli,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,hfaragalli@janney.com,,Salesforce
10923449,Inactive Investor,Mark Gade,,"Advanced Advisor Group, LLC Hopkins MN 12301 Whitewater Dr",,,Salesforce
10764396,Inactive Investor,Richard Welsh,,Cetera Financial Specialists LLC North Olmsted OH 26777 Lorain Rd,richard.welsh@ceterafs.com,,Salesforce
10959282,Inactive Investor,Ryan Robles,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,ryan.robles@citigroup.com,,Salesforce
10656263,,John Purdy,,,john.purdy@fidelity.com,,List Import
11254381,Inactive Investor,Laura Carlson,Vice President,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,laura.carlson@thrivent.com,,Salesforce
10934037,Inactive Investor,Lorena Lopez,,"Frost Brokerage Services, Inc.",lorena.lopez@frostbank.com,,Salesforce
219107,,david song,,[Unknown],davidxsong@gmail.com,,Direct
11187420,Inactive Investor,James O'Neill,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10963741,Inactive Investor,Jeremy Boedigheimer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeremy.boedigheimer@schwab.com,,Salesforce
11190888,Inactive Investor,Ashley Ogline,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",ashley.ogline@ml.com,,Salesforce
10984283,Inactive Investor,Alexander Mcelwee,,Vanguard Marketing Corporation,alexander_mcelwee@vanguard.com,,Salesforce
11000462,Inactive Investor,Zachary Ehlers,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",,,Salesforce
11174706,Inactive Investor,Rodney Hazelton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",rodney.hazelton@schwab.com,,Salesforce
11022565,Inactive Investor,Michael Baloy,,"Truist Investment Services, Inc. Greer SC 1319 W Poinsett St",michael.baloy@truist.com,,Salesforce
10648203,,Rush Steelman,,,barry@pc-wa.com,,List Import
10871053,Inactive Investor,Harvey Tegeler,,"Fortune Financial Services, Inc. Westminster MD 401 E Main St",,,Salesforce
11066141,Inactive Investor,Randy Langemeier,,"Avantax Investment Services, Inc. Alliance NE Private Residence",,,Salesforce
10815541,Inactive Investor,Claire Schrotenboer,Senior Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,claire.schrotenboer@jpmorgan.com,,Salesforce
4606417,,peggy williams,,,pawwil@yahoo.com,,Web form fillout
10941691,Inactive Investor,Jonathan Underkofler,,"Sanford C. Bernstein & Co., LLC Denver CO 1400 16th St",,,Salesforce
9624557,,Micah Gianoulis,,,micah_gianoulis@yahoo.com,,List import
9609088,,Jonas Brown,,,jonas85brown@gmail.com,,List import
10617051,,Jon Cherry,,,cherry.jon@ntrs.com,,List Import
10641823,,Mohsin Khan,,,mohsin.ak2000@yahoo.co.uk,,Web Form Fillout
11116363,Inactive Investor,Rodolfo Pena,,PFS Investments Inc. McAllen TX 3400 N McColl Rd,rodolfo.pena@primerica.com,,Salesforce
11165153,Inactive Investor,Renee Dunn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",renee.dunn@ml.com,,Salesforce
11074850,Inactive Investor,Vicki Schultz,Executive Vice President,Schultz Financial Group Incorporated,vschultz@sfginc.com,,Salesforce
10488126,,Teresa Hall,"Assistant Vice President, Wealth Management Associate",Morgan Stanley,teresa.lineman@morganstanley.com,,List Import
11011957,Inactive Investor,Keaton Adams,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",,,Salesforce
10827583,Inactive Investor,Carter Neal,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",carter.neal@wellsfargoadvisors.com,,Salesforce
10785311,Inactive Investor,Mac Casale,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,anthony.casale@fidelity.com,,Salesforce
10994513,Inactive Investor,Sonia Dominguez Orellana,,"Wells Fargo Clearing Services, LLC Cerritos CA 13355 South St",,,Salesforce
10754001,Inactive Investor,Aprilyn Geissler,,"Cambridge Investment Research, Inc. Albuquerque NM 6000 Uptown Blvd NE",,,Salesforce
10761105,Inactive Investor,Jason Gorski,Financial Advisor,Morgan Stanley Palm Desert CA 74199 El Paseo,jason.gorski@morganstanley.com,,Salesforce
10914783,Inactive Investor,Brian Holt,Financial Advisor,"Ameriprise Financial Services, LLC Valdosta GA 3774 Old US 41 N",brian.holt@ampf.com,,Salesforce
10947994,Inactive Investor,Yesenia Martinez,,J.P. Morgan Securities LLC Escondido CA 326 W El Norte Pkwy,yesenia.robles@chase.com,,Salesforce
10834566,Inactive Investor,Homer Garrison,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",homer.garrison@ml.com,,Salesforce
9579100,,Thomas Powers,,,tpowers@gwkinc.com,,List import
10954217,Inactive Investor,Rebecca Teahen,Financial Advisor,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,rteahen@rwbaird.com,,Salesforce
10958388,Inactive Investor,Lulu Lo,,J.P. Morgan Securities LLC Chino Hills CA 4200 Chino Hills Pkwy,lulu.lo@chase.com,,Salesforce
9550824,,June Vinci,,,jvinci@royalaa.com,,List import
10935247,Inactive Investor,Stephen Sawyer,,"Osaic Wealth, Inc. White Bear Lake MN Private Residence",,,Salesforce
9562786,,Akbar Virani,,,viraniag@yahoo.com,,List import
10892915,Inactive Investor,Karen Kratz,Senior Administrative Associate,"Wells Fargo Advisors Financial Network, LLC Wilkes Barre PA 613 Baltimore Dr",karen.kratz@wfafinet.com,,Salesforce
35755,,Stephen Sallee,,"VALIC Financial Advisors, Inc.",stephen.sallee@valic.com,561-684-3775,
11009806,Inactive Investor,Wayne Crews,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10645044,,Jennifer Fritzsche,,,jennifer.fritzsche@greenhill.com,,List Import
11071380,Inactive Investor,Howard Parker,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Stockton NJ Private Residence,howard.parker@morganstanley.com,,Salesforce
10809495,Inactive Investor,Joanne Brady,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",joanne.brady@nm.com,,Salesforce
11115548,Inactive Investor,Thomas McBride,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",,,Salesforce
10974736,Inactive Investor,Oliver Tuller,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,,,Salesforce
10886211,Inactive Investor,Jagat Pokharel,Director - Operations;Investment Analyst,"Schroeder Capital Management, LLC",,,Salesforce
10621671,,Brian Swedrock,,,bswedrock@commonwealth.com,,List import
9577879,,Keith Long,,,klong@royalaa.com,,List import
11133427,Inactive Investor,Michael Montalvo,Financial Services Representative,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",mmmontalvo@financialguide.com,,Salesforce
9547067,,Ahren Shirai,,,ahren.shirai@unionbank.com,,List import
11167517,Inactive Investor,Robert Cozzi,Managing Director,"Principal Securities, Inc. Fresno CA 1010 W Alluvial Ave",cozzi.rob@principal.com,,Salesforce
11025632,Inactive Investor,Taundra Hurt,,Purshe Kaplan Sterling Investments Hauppauge NY 1300 Veterans Hwy,thurt@pksinvest.com,,Salesforce
11288215,,Glenn Nuijens,,,gnuijens@hotmail.com,0689920647,Web Form Fillout
9576844,,ho sh,,,ares3n@gmail.com,,List import
11158738,Inactive Investor,Michael Quach,Private Client Advisor,J.P. Morgan Securities LLC New York NY 214 Broadway,michael.c.quach@jpmorgan.com,,Salesforce
11110594,Inactive Investor,Natasha Heykoop,,State Farm VP Management Corp. Muskegon MI 704 E Apple Ave,,,Salesforce
11045484,Inactive Investor,Robert Lindstrom,Chief Compliance Officer;Financial Advisor;Owner,Provision Financial Planning,,,Salesforce
344839,,Sheila Akin,Registered Paraplanner,"William Howard & Co Financial Advisors, Inc.",sakin@whcfa.com,901-761-5068,Manual List Upload
7647218,,ABDOUL SANOU,,,abdoul.sanouph@gmail.com,,Web Form Fillout
1003254,Inactive Investor,Sarah Baldwin,,Longboard Asset Management,sbaldwin@longboardfunds.com,203-364-4406,3rd Party Lead Gen
11202314,Inactive Investor,Claude McManus,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 975 3 Mile Rd NW",claude.c.mcmanus@ampf.com,,Salesforce
10934262,Inactive Investor,Omar Macias,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,omacias@snowdenlane.com,,Salesforce
10819787,Inactive Investor,Eunsam Lee,Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
7576940,,Mudassir Awan,,,mudassirawanb@gmail.com,,Web Form Fillout
9634457,,Michelle Quinn,,,mq@zuckermaninvestmentgroup.com,,List import
11163575,Inactive Investor,Renee Rojas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",renee1.rojas@ml.com,,Salesforce
11050650,Inactive Investor,Evan Welsh,,Cetera Investment Services LLC,,,Salesforce
11009739,Inactive Investor,John Willey,,"Raymond James Financial Services, Inc. Abilene TX 3409 S 14th St",john.willey@raymondjames.com,,Salesforce
9589794,,Michael Howard,,,mike@emeryhoward.com,,List Import
10978949,Inactive Investor,Dustin Wadlow,,"Farmers Financial Solutions, LLC Modesto CA 1419 Standiford Ave",dwadlow@farmersagent.com,,Salesforce
10770563,Inactive Investor,Lee Sperling,Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley,lee.sperling@morganstanleypwm.com,,Salesforce
9597381,,Tom Dorsey,,,tom@dorseywright.com,,List import
11147789,Inactive Investor,James King,,"Wells Fargo Clearing Services, LLC Doylestown PA 4259 W Swamp Rd",,,Salesforce
11072056,Inactive Investor,Molly Shreffler,Financial Advisor,Edward Jones Celina OH 215 E Market St,molly.shreffler@edwardjones.com,,Salesforce
11112632,Inactive Investor,Christian Garcia,,PFS Investments Inc. Aiea HI 98-025 Hekaha St,christian.garcia@primerica.com,,Salesforce
10875105,Inactive Investor,James Turpen,,"Raymond James Financial Services, Inc. Omaha NE 2625 S 175th St",jay.turpen@raymondjames.com,,Salesforce
11009125,Inactive Investor,Walbert Clarke,,PFS Investments Inc. Brooklyn NY 777 Coney Island Ave,wclarke@primerica.com,,Salesforce
10905218,Inactive Investor,Cristian Izquierdo,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,cristian.izquierdo@fmr.com,,Salesforce
11087372,Inactive Investor,Nicholas Falzone,Financial Advisor,McAdam LLC Boston MA 101 Federal St,nicholas.falzone@mcadamfa.com,,Salesforce
9592125,,David Gard,,,dave@resqfunds.com,,List import
10760324,Inactive Investor,Stephen Coolidge,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,stephen.coolidge@fidelity.com,,Salesforce
10982382,Inactive Investor,Peter Crowell,Senior Wealth Advisor,"Kovitz Investment Group Partners, LLC",pcrowell@kovitz.com,,Salesforce
10620520,,Awonke Shekezela,,,shekezelaawonke@gmail.com,,Web Form Fillout
10766100,Inactive Investor,Ronald Bergmann,,"American Portfolios Financial Services, Inc. Hauppauge NY 800 Veterans Hwy",rbergmann@americanportfolios.com,,Salesforce
10898978,Inactive Investor,Federico Barinci,Associate Vice President;Investment Associate,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10768615,Inactive Investor,Charles Kraft,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 3820 Valley Centre Dr",charles.kraft@wellsfargo.com,,Salesforce
11121670,Inactive Investor,Kenneth Del Goleto,Financial Advisor;Registered Principal,"Ameriprise Financial Services, LLC Phoenixville PA 743 Pike Springs Rd",kenneth.w.delgoleto@ampf.com,,Salesforce
9607997,,Brandon Jones,,,brandon@fullyvested.com,,List import
10765681,Inactive Investor,Rhina Hernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",rhina_hernandez@ml.com,,Salesforce
9552112,,Terry Schueler,,,terry.m.schueler@suntrust.com,,List import
10862422,Inactive Investor,Scott Cook,Financial Advisor,Edward Jones Fort Wayne IN 12912 Coldwater Rd,scott.cook@edwardjones.com,,Salesforce
10955619,Inactive Investor,Bryan Ingle,,LPL Financial LLC Clarksville TN Private Residence,bryan.ingle@lpl.com,,Salesforce
9543473,,Philip Lowe,,,phil.lowe@timgt.com,,List import
336337,,Erik Addington,Chief Financial Officer,"Exoduspoint Capital Management, Lp",erik.addington@exoduspoint.com,646-940-9600,Manual List Upload
11048731,Inactive Investor,Emily Keagle,Advisor;Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Financial Transparency,ek@financialtransparencyllc.com,,Salesforce
9603912,,DEMO SKALKOTOS,,,demo@blockdaemon.com,,List import
9623607,,tom jim,,,rikiset629@raotus.com,,List import
11006491,Inactive Investor,Craig Bastuba,,"Equitable Advisors, LLC Rochester MI 903 N Main St",craig.bastuba@equitable.com,,Salesforce
11112945,Inactive Investor,George Haskins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",george.t.haskins@ml.com,,Salesforce
10909930,Inactive Investor,Jacquelyn Walker,Registered Operations Manager;Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4225 Executive Sq",,,Salesforce
10767039,Inactive Investor,Walter Bokovitz,Senior Vice President - Investments,"Raymond James & Associates, Inc. Minneapolis MN 3600 Minnesota Dr",walter.bokovitz@raymondjames.com,,Salesforce
9630596,,mark btc,,,cityeffect-123456@yahoo.com,,List import
10877640,Inactive Investor,William Miller,Managing Director,"Wells Fargo Clearing Services, LLC Denver CO 5353 W Dartmouth Ave",,,Salesforce
332899,,Wes McEntire,Senior Portfolio Manager,Venturi Private Wealth,westin@venturiwealth.com,512-220-2035,Manual List Upload
10902764,Inactive Investor,Linda Murphy,Chief Compliance Officer;Investment Advisor Representative;Investment Manager;Managing Partner;Partner,"Elser Financial Planning, Inc.",linda@elserfp.com,,Salesforce
11231868,Inactive Investor,Kenneth Robinson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11150794,Inactive Investor,Charles Blaeske,,"Centaurus Financial, Inc. Troy MI 189 E Big Beaver Rd",cblaeske@cfiemail.com,,Salesforce
9547904,,Hdksk Jsjsk,,,hejek@gmail.com,,List import
10917055,Inactive Investor,Roland Moll,,"Osaic Wealth, Inc. Beaver Dam WI 123 N Spring St",,,Salesforce
11013734,Inactive Investor,Kyu Song Choi,,"W&S Brokerage Services, Inc. Cerritos CA 17777 Center Court Dr N",kevin.choi@wslife.com,,Salesforce
9622549,,Igor Polivtsev,,,ipolivtsev85@gmail.com,,List import
9547276,,Tyler Welmans,,,twelmans@deloitte.co.uk,,List import
10840760,Inactive Investor,Daniel Esslinger,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",daniel.esslinger@ml.com,,Salesforce
11207052,Inactive Investor,Dennis Shaw,Private Client Banker,J.P. Morgan Securities LLC Dayton OH 2800 Far Hills Ave,dennis.shaw@jpmorgan.com,,Salesforce
11197065,Inactive Investor,Barbara Hughes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11210073,Inactive Investor,Mia Millstein,,Jefferies LLC Charlotte NC 4201 Congress St,mmillstein@jefferies.com,,Salesforce
11064089,Inactive Investor,Zahna Smith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9569484,,James White,,,jwhite@williamblair.com,,List import
11020847,Inactive Investor,Nicholas Sardone,,J.P. Morgan Securities LLC Delray Beach FL 1755 S Federal Hwy,,,Salesforce
11010838,Inactive Investor,Derek Bohne,Financial Consultant,"Osaic Wealth, Inc. Midvale UT 6955 S Union Park Ctr",,,Salesforce
11021739,Inactive Investor,Scott Valenti,,Stirlingshire Investments,,,Salesforce
10767158,Inactive Investor,Daunne Schaller,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",daunne_schaller@ml.com,,Salesforce
11129784,Inactive Investor,Janice Drakeford,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,janice_drakeford@vanguard.com,,Salesforce
11064771,Inactive Investor,Thomas Johnson,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,thomas.johnson@primerica.com,,Salesforce
10906572,Inactive Investor,Jennifer Calabro,Financial Advisor,"Ameriprise Financial Services, LLC Downingtown PA 4 Brandywine Ave",jennifer.calabro@ampf.com,,Salesforce
9593768,,Robert Bryant,,,rbryant@cnhpartners.com,,List import
11156227,Inactive Investor,Matthew Richardson,,Jefferies LLC,mrichardson@jefferies.com,,Salesforce
9561542,,Janine Lee,,,janine@secf.org,,List import
10920870,Inactive Investor,Tom Daher,,Cetera Advisors LLC Willoughby OH 38033 Euclid Ave,tom.daher@ceteraadvisors.com,,Salesforce
11014297,Inactive Investor,Brandon Bedolla,,J.P. Morgan Securities LLC Huntington Beach CA 21092 Beach Blvd,brandon.bedolla@jpmorgan.com,,Salesforce
10823238,Inactive Investor,Charles Rose,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",charles.rose@ml.com,,Salesforce
10972196,Inactive Investor,Amanda Montgomery,,The Huntington Investment Company London OH 2 E High St,amanda.montgomery@huntington.com,,Salesforce
10818437,Inactive Investor,Gabrielle Sherry,,"Wells Fargo Advisors Financial Network, LLC Littleton CO 1899 W Littleton Blvd",gabrielle.sherry@wfafinet.com,,Salesforce
11149913,Inactive Investor,Bryan Hayes,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
11205087,Inactive Investor,Deidra Hunn,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",deidra.hunn@ml.com,,Salesforce
9642237,,Olaleye James,,,adekanyeolaleyejames@gmail.com,,List import
11144666,Inactive Investor,David Baer,Senior Financial Advisor;Senior Vice President,"First Horizon Advisors, Inc. Orlando FL 315 E Robinson St",david.baer@firsthorizon.com,,Salesforce
10754351,Inactive Investor,Dexter Aoki,StockBroker,"Osaic Wealth, Inc. Honolulu HI 615 Piikoi St",daoki@royalaa.com,,Salesforce
11094851,Inactive Investor,Steven Caltabiano,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Northfield NJ 376 Tilton Rd,steven.caltabiano@morganstanley.com,,Salesforce
9642707,,Fady Zeidan,,,fadyinvestmentemail@gmail.com,,List import
11063276,Inactive Investor,Carl Dickson,Financial Advisor,LPL Financial LLC Henrico VA 200 Westgate Pkwy,carl.dickson@lpl.com,,Salesforce
11232524,Inactive Investor,Erik Smedley,,"Empower Financial Services, Inc Prosper TX Private Residence",erik.smedley@empower.com,,Salesforce
11123082,Inactive Investor,Jennifer Capell,,LPL Financial LLC Marysville OH 19775 State Rte 739,jennifer.capell@lpl.com,,Salesforce
11028984,Inactive Investor,William Buffington,,"Fortune Financial Services, Inc. Akron OH 2552 S Arlington Rd",whb@fortunefinancialservices.com,,Salesforce
11112598,Inactive Investor,Joanna Beltran,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
10531824,,Dan Kasper,President & CEO,"Kasper Consulting, LLC.",dan@bizcoach-dan.com,330-603-2354,List Import
11070303,Inactive Investor,Joshua Manwaring,Chief Compliance Officer;Financial Advisor;Owner,Manwaring Wealth Management Gilbert AZ 936 E Williams Field Rd,josh@manwaringwealth.com,,Salesforce
11094389,Inactive Investor,Jesse Ross,Private Client Advisor,J.P. Morgan Securities LLC Mechanicsville VA 9159 Chamberlayne Rd,jesse.ross@jpmorgan.com,,Salesforce
10606224,,Claudia Jury,"Elected Manager, Managing Director",J.P. Morgan Securities LLC,claudia.jury@jpmorgan.com,212-272-2000,List Import
11110286,Inactive Investor,Kent Struck,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",struckk@stifel.com,,Salesforce
10762448,Inactive Investor,Joshua Brehm,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",joshua.j.brehm@ml.com,,Salesforce
10778737,Inactive Investor,Micah Lowry,Financial Advisor;Senior Vice President,Morgan Stanley Decatur AL 300 Market St NE,todd.lowry@morganstanley.com,,Salesforce
9622819,,Patrick Cooney,,,patrick.j.cooney@gmail.com,,List import
11115770,Inactive Investor,Ralph Marmolejo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10786343,Inactive Investor,David Dennis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",scott_dennis@ml.com,,Salesforce
11049257,Inactive Investor,Patrick Wymore,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",patrick.wymore@wfafinet.com,,Salesforce
10662221,,Ryan Kotys,,,ryan@kotyswealthpro.com,,List Import
10986818,Inactive Investor,Rachel Blaedorn,,NYLIFE Securities LLC Blooming Prairie MN 308 E Main St,rblaedorn@ft.newyorklife.com,,Salesforce
10910101,Inactive Investor,Gregory Young,Chief Compliance Officer;Financial Planner;Founder;Owner;Principal,"Ahead Full Wealth Management, LLC",,,Salesforce
11075697,Inactive Investor,Jawad Aburmishan,,J.P. Morgan Securities LLC Palatine IL 190 W Northwest Hwy,jawad.aburmishan@jpmorgan.com,,Salesforce
2170661,,Harsh it Bhatkure,,,harshitbhatkure@gmail.com,,
10780664,Inactive Investor,Patricia Mezzadri,,Evercore Group L.L.C.,patricia.mezzadri@evercore.com,,Salesforce
10803772,Inactive Investor,Bruce Hosler,Principal,Commonwealth Financial Network Prescott AZ 700 S Montezuma St,bhosler@commonwealth.com,,Salesforce
11021369,Inactive Investor,Kylie Kern,Associate Financial Advisor;Practice Manager,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",kylie.c.blanchard@ampf.com,,Salesforce
10828858,Inactive Investor,Christopher Sampers,Director - Corporate Services;Member,"SFI Advisors, LLC Duluth GA 2250 Satellite Blvd",chris@sfiadvisors.com,,Salesforce
9635364,,Tarun Gupta,,,tgupta@managingtobewealthy.com,,List import
371530,,Marguerite OBrien,,[Unknown],jerryobrien@comcast.net,,Salesforce
10612767,,Patrick Gilmore,"Financial Advisor, Financial Representative",,pat.gilmore@lpl.com,,List Import
11103451,Inactive Investor,Edis Beslagic,Investment Advisor,Fisher Investments,,,Salesforce
10965475,Inactive Investor,Mingta Lu,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",mingta.lu@tfaconnect.com,,Salesforce
11003466,Inactive Investor,Xinhao Xie,,Citigroup Global Markets Inc.,,,Salesforce
11008965,Inactive Investor,Anthony Gattuso,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
234724,,Theresa hart -,,Theresa hart [[Unknown]],moddie1001@gmail.com,,
10759751,Inactive Investor,Megan Lau,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,megan.m.lau@jpmorgan.com,,Salesforce
337332,,Jason Berry,,[Unknown],jasondberry80@gmail.com,,Event
3538074,,Kgomotso Ellen Penyenye,,,kpenyenye@hotmail.com,,Web Form Fillout
9580997,,Matthew Lennig,,,matt@inforsch.com,,List import
9627365,,Gilbert Valentine,,,gil@athenabitcoin.com,,List import
11164018,Inactive Investor,Joshua Lieder,,"ValMark Securities, Inc. Onalaska WI 1113 Riders Club Rd",,,Salesforce
218361,,Vili Vatafu,,[Unknown],vili.vatafu@shipw.com,,
10613314,,Gaetano Naccarella,"Senior Financial Advisor, Vice President",,gaetano.naccarella@ml.com,,List Import
83857,,Jeffrey Moses,Chief Compliance Officer,Lyrical Asset Management Lp,jmoses@lyricalam.com,212-415-6600,Manual List Upload
10846876,Inactive Investor,Ann Lewis,,State Farm VP Management Corp. McDonough GA 62 Kelly Rd,annsullivan@statefarm.com,,Salesforce
11132065,Inactive Investor,Chester Palid,,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",chip.palid@tfaconnect.com,,Salesforce
11200410,Inactive Investor,Randy Cintron,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,randy.cintron@morganstanley.com,,Salesforce
11018103,Inactive Investor,Kevin Alleva,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",kevin.alleva@equitable.com,,Salesforce
9553565,,ray li,,,ray@mainnetcapital.com,,List import
10840359,Inactive Investor,Robert Maxwell,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",robert.maxwell@rbc.com,,Salesforce
9629320,,Mati Bot,,,matibot@gmail.com,,List import
10754812,Inactive Investor,Peter Chipouras,,"Osaic Wealth, Inc. Leesburg VA 1 E Market St",pchipouras@royalaa.com,,Salesforce
10755529,Inactive Investor,Brent Yekisa,Financial Advisor,Edward Jones Reynoldsburg OH 8305 Taylor Rd SW,brent.yekisa@edwardjones.com,,Salesforce
9630087,,Elana Corsco,,,elana@stripecapital.com,,List import
10976167,Inactive Investor,Taylor Lloyd,,Commonwealth Financial Network Jacksonville FL 7077 Bonneval Rd,tlloyd@commonwealth.com,,Salesforce
10807957,Inactive Investor,Kip Reagor,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Austin TX 901 S Mo Pac Expy,kip.reagor@opco.com,,Salesforce
352150,,Jack Schniepp,"Founder, Financial Advisor",Cascade Financial Strategies,jack@cascadefs.com,541-678-5475,Manual List Upload
10969445,Inactive Investor,Trisha Didelot,,"Farmers Financial Solutions, LLC Birmingham AL 3364 Morgan Dr",tdidelot@farmersagent.com,,Salesforce
11126116,Inactive Investor,Armando I Brunis Morales,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10870142,Inactive Investor,David Polhill,,"Benjamin F. Edwards & Company, Inc. Saint Charles IL 50 S 1st St",david.polhill@benjaminfedwards.com,,Salesforce
10942328,Inactive Investor,Glen Che,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11063902,Inactive Investor,Karen Jenkins,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,karen.jenkins@primerica.com,,Salesforce
9646053,,Weiming Liu,,,sup_ields7577@hotmail.com,,List import
11160804,Inactive Investor,Anna Dean,Senior Wealth Strategy Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,anna.dean@ubs.com,,Salesforce
10876018,Inactive Investor,Christopher Mcarthy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11150273,Inactive Investor,Dylan Brewer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10613487,,Armand Del Medico,"Financial Advisor, Senior Vice President",,armand.delmedico@ubs.com,,List Import
9635329,,Betty Neal,,,betty@pinnaclefamilyadvisors.com,,List import
10820651,Inactive Investor,Kenneth Podell,Financial Advisor;Partner,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",kpodell@financialguide.com,,Salesforce
193087,,Steve Meyers,,[Unknown],sdmeyers1@gmail.com,626-437-2731,
11236156,Inactive Investor,Sarah Cathey,,"CapFinancial Securities, LLC. Leawood KS 4200 W 115th St",,,Salesforce
11003782,Inactive Investor,Hunter Holliday,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",hholliday@financialguide.com,,Salesforce
10914265,Inactive Investor,Maxwell Kelly,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10878134,Inactive Investor,Jean Suits,Senior Wealth Advisor,Vanguard Capital Irvine CA 2030 Main St,jsuits@vcapwa.com,,Salesforce
9564541,,Bijal Patel,Senior Wealth Advisor,The Burney Company,bijal@burney.com,,List import
11129588,Inactive Investor,Donald Jereb,Investment Advisor Representative,Lincoln Investment Independence OH 2 Summit Park Dr,djereb@lincolninvestment.com,,Salesforce
10974248,Inactive Investor,Jerry Swiney,,"Csenge Advisory Group, LLC Birmingham AL 3100 Lorna Rd",jerry@csenge.com,,Salesforce
10975248,Inactive Investor,Todd Perry,Private Wealth Advisor,"Executive Wealth Management, LLC",tperry@ewmadvisors.com,,Salesforce
10894153,Inactive Investor,Paul Tencer,,LPL Financial LLC Louisville CO 199 S Taylor Ave,paul.tencer@lpl.com,,Salesforce
11048296,Inactive Investor,Jermeir Jackson Stroud,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3680 Camp Creek Pkwy SW",,,Salesforce
11029143,Inactive Investor,Tyler Woods,,LPL Financial LLC Omaha NE 9869 S 168th Ave,tyler.woods@lpl.com,,Salesforce
215652,,reynaldo martinez,Financial Services Representative,mmlis,reynaldomartinez@financialguide.com,480-638-2183,
9600805,,Steven Turner,,,steven@outlier.coffee,,List import
10612574,,Lawrence Sienkiewicz,Financial Advisor,,lawrence.e.sienkiewicz@ampf.com,,List Import
9642407,,Jamey Sharpe,,,jamey.sharpe@bcbsa.com,,List import
11035544,Inactive Investor,Austin Eastwood,,Cetera Advisor Networks LLC Tulsa OK 1616 S Main St,,,Salesforce
11152849,Inactive Investor,Gary Hennenfent,,MWA Financial Services Inc. Owasso OK 8555 N 117th East Ave,gary.c.hennenfent@mwarep.org,,Salesforce
10790209,Inactive Investor,Jennifer Fuller White,Client Associate,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",jennifer.white2@wellsfargo.com,,Salesforce
321659,,Ore Neviot,Mr,Aneviot,orne71@gmail.com,,Manual List Upload
11084583,Inactive Investor,Bradford Cushman,Managing Director;Private Wealth Advisor,Morgan Stanley Westport CT Private Residence,bradford.w.cushman@morganstanley.com,,Salesforce
10972416,Inactive Investor,Christopher Lyons,Manager;Regulatory Reporting,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",christopher.lyons@ampf.com,,Salesforce
10901427,Inactive Investor,Christopher Wieting,Financial Advisor,Thrivent Investment Management Inc. Eldora IA 1710 Edgington Ave,chris.wieting@thrivent.com,,Salesforce
10969386,Inactive Investor,Hayden Frank,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
10617480,,Charles Hodges,,,chodges@williamblair.com,,List Import
11008029,Inactive Investor,Kasey Gray,,"Principal Securities, Inc. Duluth MN 302 W Superior St",gray.kasey@principal.com,,Salesforce
9633415,,Julien BENCE,,,julbence@numericable.fr,,List import
11232748,Inactive Investor,Christina Fusilli,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11151101,Inactive Investor,Matthew Correia,,LPL Financial LLC San Diego CA 4707 Executive Dr,matt.correia@lpl.com,,Salesforce
10870936,Inactive Investor,Linda Valente,Chief Compliance Officer;Director - Operations,46 Peaks Investment Advisory Group,lvalente@46peaks.com,,Salesforce
10861434,Inactive Investor,Adam Jarrah,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",adam.jarrah@schwab.com,,Salesforce
11192251,Inactive Investor,Shelley Hawkins,Chief Compliance Officer;President,"Four Seasons Investment Management, Inc.",shawkins@financialplanning4.com,,Salesforce
11165604,Inactive Investor,Ronald Ewing,Branch Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Merced CA 767 E Yosemite Ave,ronald.ewing@ubs.com,,Salesforce
11219999,,Zachary Donahue,,,zachary_donahue@vanguard.com,,Other
11232930,Inactive Investor,Christopher Fleurat,,"Osaic Wealth, Inc. Golden CO Private Residence",,,Salesforce
11175339,Inactive Investor,Mary McClellan,Manager,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",mary.m.mcclellan@ampf.com,,Salesforce
10658463,,John Weidemoyer,,,jweidemoyer@williamblair.com,,List Import
10999563,Inactive Investor,Steven Rocker,,PFS Investments Inc. Brooklyn NY 457 New Lots Ave,srocker@primerica.com,,Salesforce
10888517,Inactive Investor,James Knudstrup,,PFS Investments Inc. Austin TX 5716 W Hwy 290,james.knudstrup@primerica.com,,Salesforce
336093,,Michael Carroll,Director of Wealth Management,"Lws Wealth Advisors, Inc.",mcarroll@lws-wealth.com,908-630-9237,Manual List Upload
10991259,Inactive Investor,Christian Gonzalez,Custom Credit Banker,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",,,Salesforce
240087,,Jonathan Horst,Wealth Advisor,Perigon Wealth Management,jonathan.horst@perigonpartners.com,415-781-6300,Database Upload
9872895,,Ethan Yang,,,yangtsunlan@yahoo.com,,Web Form Fillout
11050729,Inactive Investor,Kevin Ruiz,,J.P. Morgan Securities LLC New York NY 2540 Broadway,kevin.ruiz@chase.com,,Salesforce
10866557,Inactive Investor,Marie Freemyer,Chief Compliance Officer;Financial Advisor;Founding Partner;Managing Member,True Financial Group,marie@truefg.com,,Salesforce
11160511,Inactive Investor,Lelly Woo-Grimes,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,lelly.woo-grimes.mdfo@statefarm.com,,Salesforce
10927784,Inactive Investor,William Strawn,,"Osaic Wealth, Inc. McDonough GA 16 Hampton St",,,Salesforce
10886186,Inactive Investor,Skipper Waller,Investment Advisor Representative,"Redhawk Wealth Advisors, Inc. Ada OK Private Residence",swaller@redhawkwa.com,,Salesforce
10878809,Inactive Investor,Jing Xu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 10 Middle Neck Rd",,,Salesforce
11006627,Inactive Investor,Dennis Kelley,,"Cambridge Investment Research, Inc. Richfield OH 3866 Brecksville Rd",,,Salesforce
9555743,,Kyle Kite,,,kylek@klaasfinancial.com,,List import
11118823,Inactive Investor,Harold Stott,,"N.I.S. Financial Services, Inc.",,,Salesforce
10827143,Inactive Investor,Scott Christensen,,NYLIFE Securities LLC Lake Stevens WA 2008 123rd Ave NE,christensens@ft.newyorklife.com,,Salesforce
11019479,Inactive Investor,Daniel Dodd,,"Cambridge Investment Research, Inc. Janesville WI 3618 Ridge Dr",,,Salesforce
9579314,,Troy Noor,,,troy@blvdwealth.com,,List import
9583748,,Perry Thompson,"Financial Advisor, Insurance Agent",Eagle Strategies LLC,pdthompson@ft.newyorklife.com,,List import
11037259,Inactive Investor,Keith Smith,Financial Advisor;Investment Director - Alternatives;Senior Vice President,Morgan Stanley Hudson OH 36 E Streetsboro St,keith.w.smith@morganstanley.com,,Salesforce
11015075,Inactive Investor,Gregory Russell,,"Allstate Financial Services, LLC Webster NY 807 Ridge Rd",grussell@allstate.com,,Salesforce
11001356,Inactive Investor,Kenneth Wilson,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",ken.wilson@nm.com,,Salesforce
9593686,,Nitin Singh,,,nitin.singh@avendus.com,,List import
11000796,Inactive Investor,Ignacio Mayen,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,ignacio.mayen@primerica.com,,Salesforce
9580654,,Mark Nordlicht,,,mnordlicht@platinumlp.com,,List import
11067202,Inactive Investor,Mark Engelman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,mark.engelman@fidelity.com,,Salesforce
10505250,,tana marcom,DIRECTOR,FITCH RATINGS,tana.marcom@fitchratings.com,3122827064,List Import
10945017,Inactive Investor,Eric Sasadeusz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10659784,,Lynda Berg,,,lynda.berg@morganstanley.com,,List Import
10365741,,Alex Togano,,,yourdomainguru.alex55@gmail.com,,Web form fillout
11177495,Inactive Investor,Jeffrey Jones,Chief Compliance Officer;Financial Planner;Owner;Principal,Cypress Financial Planning,jeff.jones@cypressplanning.com,,Salesforce
9599881,,Kris Iverson,,,kris.iverson@lpl.com,,List import
9585423,,Rudy Pineda,,,rudypinedajr@yahoo.com,,List import
10855287,Inactive Investor,Donald Marvel,Financial Consultant,"Equitable Advisors, LLC Basking Ridge NJ Private Residence",donald.marvel@equitable.com,,Salesforce
11208098,Inactive Investor,Kristen Willis,,"Allstate Financial Services, LLC Youngsville LA 204 Church St",kristenwillis@allstate.com,,Salesforce
11139382,Inactive Investor,Erika Grim,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",erika.grim@bofa.com,,Salesforce
10937321,Inactive Investor,Matthew Cosgrove,Client Associate,UBS Financial Services Inc. Indian Wells CA 75280 US Hwy 111,matthew.cosgrove@ubs.com,,Salesforce
371007,,Zeynel Budak,,Turkey,mazb83@gmail.com,,Salesforce
9594144,,Laura Zhao,,,yzhao@bank-banque-canada.ca,,List import
11017106,Inactive Investor,David Carter,Relationship Manager;Senior Vice President,Mascoma Wealth Management Portland ME 48 Free St,david.carter@mascomabank.com,,Salesforce
9573698,,Vladimir Vasilyev,,,vladimir@siocapital.com,,List import
9597483,,Glen Larsen,,,glen.larsen@gmail.com,,List import
11066234,Inactive Investor,Randi Boelkes,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
10814900,Inactive Investor,Ross Gerber,Chief Executive Officer;President;Regulatory Contact,Gerber Kawasaki Wealth & Investment Management,ross@gerberkawasaki.com,,Salesforce
11254364,Inactive Investor,Angela Hamilton,,"Avantax Investment Services, Inc.",,,Salesforce
98334,,Sebastian Kohler,,Patikop S.A.,kolrs@neomailbox.net,3.52621E+11,
1003068,Inactive Investor,Joel Gantcher,,Gantcher Family Partnership,jgantcher@gmail.com,,3rd Party Lead Gen
9614951,,Cesar Harrosch,,,cesarwithyou@gmail.com,,List import
9540931,,Christopher Matta,,Crescent Crypto,chris@crescentcrypto.com,,Direct
9618442,,Andrew Hoover,,,andrew@hoover-partners.com,,List import
10937014,Inactive Investor,Jaywant Srivatsa,Chief Compliance Officer;Chief Executive Officer;Managing Member,Future Wealth LLC Monte Serano CA Private Residence,jay@futurewealthllc.com,,Salesforce
10890827,Inactive Investor,Jason Ware,Chief Investment Officer,Albion Financial Group,jware@albionfinancial.com,,Salesforce
10785901,Inactive Investor,Curtis Kurtz,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Long Beach CA 3900 Kilroy Airport Way",curt.l.kurtz@ampf.com,,Salesforce
10910365,Inactive Investor,David Robertson,,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",david.x.robertson@ampf.com,,Salesforce
9619570,,Rajeev Narang,,,rnarang.ny@gmail.com,,List import
11009996,Inactive Investor,Michael Wengzn,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",michael.wengzn@nm.com,,Salesforce
10936609,Inactive Investor,Woong Lee,Financial Professional,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",,,Salesforce
10888168,Inactive Investor,Michael Sandlin,,LPL Financial LLC Raleigh NC 3700 Glenwood Ave,michael.sandlin@lplfinancial.com,,Salesforce
10974663,Inactive Investor,Sarah Markarian,,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
11054938,Inactive Investor,Susannah O'Toole,Assistant Vice President;Wealth Management Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,susannah.montgomery@morganstanley.com,,Salesforce
9621726,,Armando Dutra,,,armando.mdk@gmail.com,,List import
10837486,Inactive Investor,Russell Montgomerie,,"Ameritas Investment Company, LLC Boca Raton FL 1877 S Federal Hwy",rmontgomerie@ameritas.com,,Salesforce
9618824,,Ks lee,,,2xogus@gmail.com,,List import
10800604,Inactive Investor,Richard Rosso,Director - Financial Planning,RIA Advisors,richard@riaadvisors.com,,Salesforce
9626715,,Edward Cameron,,,edwardcameron48@gmail.com,,List import
213221,,Grant Prescott,,Wedbush,grantprescott12@gmail.com,(949) 485-1031,Paid Social
11066449,Inactive Investor,Eric Saunders,Financial Advisor,Edward Jones Aurora IL 2418 W Indian Trl,eric.saunders@edwardjones.com,,Salesforce
10931724,Inactive Investor,Benjamin Reed,,"Osaic FA, Inc.",benjamin.reed@lfg.com,,Salesforce
9562120,,MARIEL CLEMENSEN,,,mariel@clemensen.com,,List import
11125073,Inactive Investor,Shawna Partain,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",shawna.partain@bofa.com,,Salesforce
9559380,,Emily Winter,,,ewinter@sagepointadvisor.com,,List import
11223320,,Benjamin Hammes,,,bhammes@paraport.com,,List Import
11061199,Inactive Investor,Andrew Gorgen,Financial Advisor,Edward Jones Saint Louis MO 12300 Old Tesson Rd,andy.gorgen@edwardjones.com,,Salesforce
10845294,Inactive Investor,Kathryn Romanczuk,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",garlk@wellsfargo.com,,Salesforce
11111451,Inactive Investor,Rodolfo Vela,,Citigroup Global Markets Inc.,,,Salesforce
10985890,Inactive Investor,James Lem,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,jlem@primerica.com,,Salesforce
11182472,Inactive Investor,Jeffrey Gumeson,Client Advisor;Managing Director,"The Caprock Group, LLC Park City UT 1441 Ute Blvd",,,Salesforce
11171919,Inactive Investor,Mary Terry,,Commonwealth Financial Network Westlake OH 1991 Crocker Rd,mterry@commonwealth.com,,Salesforce
10902783,Inactive Investor,Harris Kerker,Investment Advisor Representative,LPL Financial LLC Pompano Beach FL 2000 Banks Rd,harris.kerker@lpl.com,,Salesforce
226502,, -,,[[Unknown]],al_carusone@hotmail.com,,Initial Salesforce Import
11206330,Inactive Investor,Julian Owen,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,jlowen01@ft.newyorklife.com,,Salesforce
11183908,Inactive Investor,Mark Silverman,Executive Director;Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director;Senior Vice President;We,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,mark.silverman@morganstanley.com,,Salesforce
10897467,Inactive Investor,Filadelfio Difranco,,"HighTower Securities, LLC New York NY 505 5th Ave",fdifranco@hightoweradvisors.com,,Salesforce
9619816,,David Oliva,,,si3staoliva@gmail.com,,List import
9609176,,Matthew Pipoly,,,cryptonianfuturist@protonmail.com,,List import
11135981,Inactive Investor,Patrick Yourell,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
9638340,,Chris Spencer,,,cspencer@phs.org,,List import
230234,, -,,[[Unknown]],gmaccountt@gmail.com,,
11116603,Inactive Investor,Karl Ernst,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,kernst@janney.com,,Salesforce
11104479,Inactive Investor,Anthony Jillson,,"Northwestern Mutual Investment Services, LLC Phoenix NY 81 State St",anthony.jillson@nm.com,,Salesforce
11069949,Inactive Investor,Garrett Malin,,SECU Brokerage Services Greensboro NC 100 E Elmsley Dr,garrett.malin@ncsecu.org,,Salesforce
9626224,,Sheri Berrier,,,slberrier@gmail.com,,List import
11076956,Inactive Investor,Sharlie Ross,,"Wells Fargo Clearing Services, LLC Princeton NJ 682 Alexander Rd",sharlie.ross1@wellsfargo.com,,Salesforce
10487131,,Lauren Drinkwater,"Assistant Vice President, Senior Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",lauren.drinkwater@ml.com,,List Import
10945351,Inactive Investor,Justin Green,Financial Advisor,LPL Financial LLC Crossett AR 218 Main St,j.green@lpl.com,,Salesforce
11122380,Inactive Investor,John Degelmann,Wealth Advisor,LPL Financial LLC Saint Paul MN 14985 Glazier Ave,john.degelmann@lpl.com,,Salesforce
10862433,Inactive Investor,Colin Brooks,Financial Advisor,Vorpahl Wing Securities Inc.,,,Salesforce
370889,,dan eil,,India,tovraag@gmail.com,,Salesforce
10972862,Inactive Investor,Nikky-Lyn Marinkovich,,J.P. Morgan Securities LLC Youngstown OH 380 Boardman Canfield Rd,nikky-lyn.a.marinkovich@jpmorgan.com,,Salesforce
334790,,Amy Bermingham,Limited Partner,E&e Advisors L.p.,abermingham@eellp.com,212-891-8600,Manual List Upload
9603392,,Ralph Cuomo,,,ralphcuomo73@gmail.com,,List import
9590459,,Gery Sadzewicz,,,gery@gscomplianceconsulting.com,,List import
10801351,Inactive Investor,David Decesare,,Lincoln Investment Beverly MA 50 Dunham Rd,ddecesare@lincolninvestment.com,,Salesforce
10774757,Inactive Investor,Dennis Wallace,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,dennis.wallace@lpl.com,,Salesforce
11034087,Inactive Investor,Bryan Cannon,,OneDigital Investment Advisors Park City UT Private Residence,bryan.cannon@onedigital.com,,Salesforce
206000,,A S,,deep gold,xvideos469@gmail.com,,Initial Salesforce Import
186716,,robert hacker,,[Unknown],chichi.30@netzero.net,,source
10982821,Inactive Investor,Natalie Langnas,,"Kovitz Investment Group Partners, LLC Southfield MI 2 Towne Sq",nlangnas@kovitz.com,,Salesforce
11020926,Inactive Investor,Julie Olmsted,,"Farmers Financial Solutions, LLC Derby KS 1121 N College Park St",jolmsted@farmersagent.com,,Salesforce
11105137,Inactive Investor,Javier Ferreira,Senior Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",javier.ferreira@raymondjames.com,,Salesforce
10804713,Inactive Investor,Jeffrey Foster,Chief Compliance Officer;Managing Member;Senior Partner;Wealth Advisor,"TVAMP, LLC",jeff.foster@tvamp.com,,Salesforce
9630483,,t2 tran,,,jtomtran@gmail.com,,List import
11055509,Inactive Investor,Marida Bruggeman,Financial Advisor,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",marida.bruggeman@wellsfargo.com,,Salesforce
10921826,Inactive Investor,Britanee Johnson,,"Ameriprise Financial Services, LLC Birmingham AL 3280 Morgan Dr",britanee.johnson@ampf.com,,Salesforce
11127432,Inactive Investor,Charlie Noveloso,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,cnoveloso@primerica.com,,Salesforce
10888959,Inactive Investor,Mark Elder,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,mdelder@ft.newyorklife.com,,Salesforce
1001412,Inactive Investor,Ron D'Angelo,,Paulson Investment Company,rdangelo@paulsoninvestment.com,,3rd Party Lead Gen
10505996,,heidie George,Sr. Compliance Officer,URS,heidie.george@urs.org,801-366-7497,List import
9602473,,Bohdan Plovetskyi,,,bodplov@gmail.com,,List import
11108001,Inactive Investor,Blaine Werner,Chief Executive Officer;Founder,44 Wealth Management LLC,bwerner@44wealth.com,,Salesforce
11167480,Inactive Investor,Linda Rhoades,,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",linda.rhoades@raymondjames.com,,Salesforce
164008,,Christopher Opie,,[Unknown],christopher.opie@gmail.com,,
11218974,,Sylvia Salguero,,,salgueros@ceteranetworks.com,,Other
11127363,Inactive Investor,Christian Slayton,,"Farmers Financial Solutions, LLC Albuquerque NM 8300 Carmel Ave NE",,,Salesforce
10971844,Inactive Investor,Karen Hibbert,,"Osaic Wealth, Inc. Greenville NY 10734 Rte 32",,,Salesforce
10804708,Inactive Investor,Kimberley Jendrick,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,kimberley.jendrick@fidelity.com,,Salesforce
9640800,,Jason Zbieg,,,jasonzbieg@gmail.com,,List import
10918834,Inactive Investor,Patrick Messenger,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",,,Salesforce
10901667,Inactive Investor,Kevin Martin,Assistant Vice President,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
8504500,,Winnie Chan,,,wchan0404@gmail.com,,Web Form Fillout
353257,,Laila Nordine,senior advisor Private Capital mobilization,IFC WBG,lnordine@ifc.org,,Event
9618545,,Rosemarie Rotella,,,roser@rotellacapital.com,,List import
11018921,Inactive Investor,Joel Mermelstein,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10755116,Inactive Investor,Sarah Hanafin-Justice,Client Service Associate,Morgan Stanley Springfield MO 1535 E Primrose St,sarah.hanafin-justice@morganstanley.com,,Salesforce
10861747,Inactive Investor,Jeffrey Harris,,"Level Four Financial, LLC Harrisonburg VA 410 Neff Ave",jharris@harborfs.com,,Salesforce
9583880,,Shabu Manissery,,,shabumanissery@gmail.com,,List import
10869755,Inactive Investor,Jinyu Wu,,Jefferies LLC,jinyu.wu@citigroup.com,,Salesforce
10908717,Inactive Investor,Jeffrey Chase,Wealth Manager,"S.E.E.D. Planning Group, LLC",jchase@seedpg.com,,Salesforce
11011328,Inactive Investor,Daniel Cabrera,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,dcabrera.uyyn4@primerica.com,,Salesforce
10795307,Inactive Investor,John Creamer,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2110 N Oak St",john.creamer@wellsfargo.com,,Salesforce
9645779,,Kevin Corritori,,,kcorritori18@gmail.com,,List import
205952,,Brandon Gotfredson,,[Unknown],gotfredson203@gmail.com,,Paid Social
10846606,Inactive Investor,Susan Gallant,Financial Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",susan.gallant@valic.com,,Salesforce
11146590,Inactive Investor,Alfred Hicks,Chief Compliance Officer;President,"Financial Planning Advisors, Inc.",,,Salesforce
11034485,Inactive Investor,Lynval Morris,,NYLIFE Securities LLC Stratford CT 99 Hawley Ln,lmorris@ft.newyorklife.com,,Salesforce
10780927,Inactive Investor,Paula Epstein,Portfolio Associate,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,,,Salesforce
9621631,,Chris Thompson,,,thelodgebarandgrill@hotmail.com,,List import
11025170,Inactive Investor,Bryn Lindenmuth,,PFS Investments Inc. Allentown PA 7310 Tilghman St,blindenmuth@primerica.com,,Salesforce
10835008,Inactive Investor,Bradley Tiche,,"Cambridge Investment Research, Inc. Wexford PA 210 Wallace Rd",,,Salesforce
9609508,,Van Phan Dinh,,,vanphandinh@outlook.com,,List import
55292,,Jeffrey Hudson,Financial Advisor,Eagle Strategies LLC,jmhudson@eaglestrategies.com,706-653-2398,
10811172,Inactive Investor,Therisa Hagan,,"Ameriprise Financial Services, LLC Inverness FL Private Residence",terry.hagan@ampf.com,,Salesforce
10890356,Inactive Investor,Cherie Belanger,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,cherie.belanger@fmr.com,,Salesforce
10955309,Inactive Investor,Robert Cariola,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,rob.cariola.lvgt@statefarm.com,,Salesforce
9549352,,Erik Simmons,,,erik@axxcesswealth.com,,List import
11202313,Inactive Investor,Travis Bell,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,travis_bell@vanguard.com,,Salesforce
11041283,Inactive Investor,Michael Patrick,,"Ameritas Investment Company, LLC Boise ID 8620 W Emerald St",michael.patrick@ameritas.com,,Salesforce
10799454,Inactive Investor,Terri Coglizer,,"Benjamin F. Edwards & Company, Inc. Dalton GA 210 N Hamilton St",terri.coglizer@benjaminfedwards.com,,Salesforce
11019690,Inactive Investor,Taylor Nielsen,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",taylor.a.nielsen@nm.com,,Salesforce
10961580,Inactive Investor,John Femiano,,"Alexander Capital, L.P.",jfemiano@alexandercapitallp.com,,Salesforce
9612875,,shuo wang,,,ws890627@126.com,,List import
10870499,Inactive Investor,Patia Walker,,"Wells Fargo Clearing Services, LLC Melbourne FL 1499 S Harbor City Blvd",naomi.walker@wellsfargoadvisors.com,,Salesforce
9542796,,John Boyd,,,jbboyd98@yahoo.com,,List import
11084375,Inactive Investor,Terry Belken,Financial Professional,LPL Financial LLC Dubuque IA 3999 Pennsylvania Ave,terry.belken@lpl.com,,Salesforce
11107094,Inactive Investor,Ivan Albarran,Investment Specialist;Paraplanner,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",ivan.x.albarran@ampf.com,,Salesforce
10802074,Inactive Investor,William Connington,Wealth Advisor,LPL Financial LLC Fairfield NJ Private Residence,william.connington@lpl.com,,Salesforce
10991973,Inactive Investor,Hadas Audi,,NYLIFE Securities LLC Los Angeles CA Private Residence,haudi@ft.newyorklife.com,,Salesforce
10787788,Inactive Investor,Joseph Rigabar,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
99289,,Dennis Schmuland,,Hurdle Advisors LLC,dschmu@msn.com,14254171206,
10880443,Inactive Investor,Alejandro Gomez,,J.P. Morgan Securities LLC Belleville NJ 181 Franklin St,alex.x.gomez@chase.com,,Salesforce
10933589,Inactive Investor,Craig Caplan,Financial Advisor Manager,TD Private Client Wealth LLC Exton PA 100 Ironlake Blvd,craig.caplan@td.com,,Salesforce
10898402,Inactive Investor,Adrian Majlis,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",adrian.majlis@stifel.com,,Salesforce
11234174,Inactive Investor,Marc Laureano,,"Cambridge Investment Research, Inc. Cincinnati OH Private Residence",,,Salesforce
10818755,Inactive Investor,Leo Walsh,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",leo.walsh@equitable.com,,Salesforce
344135,,Wendy Greco,Office Manager,"Rappaport Reiches Capital Management,",wgreco@rrcapital.com,847-832-0030,Manual List Upload
211850,,Taylor Pugliese,Attorney,Shearman & Sterling LLP,taylor.pugliese@shearman.com,,Content
11178124,Inactive Investor,Anne Cruz,,"Transamerica Financial Advisors, Inc Fresno CA 1100 W Shaw Ave",anne.cruz@tfaconnect.com,,Salesforce
10778450,Inactive Investor,Jerald Connot,Financial Advisor,Edward Jones Lincoln NE 2133 Winthrop Rd,jerry.connot@edwardjones.com,,Salesforce
10875031,Inactive Investor,Christopher Bounds,Chief Compliance Officer;President,"Bounds & Company, LLC Delray Beach FL 1 Harbourside Dr",cbounds@boundsinvestments.com,,Salesforce
11220708,,Wesley Nicholson,,,wesley@laurelfinancialgroup.com,,Other
9602000,,Darrell Jayroe,,,darrell.jayroe@inspireinvesting.com,,List import
9638716,,Kelly Perkins,,,kelly.perkins@lighthousepartners.com,,List import
10952711,Inactive Investor,Richard Palmer,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10885790,Inactive Investor,Andrea Rodriguez,Senior Service Associate,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,andrea.rodriguez@morganstanley.com,,Salesforce
10647424,,Francisco Ornelas,,,fornelas@tiaa-cref.org,,List Import
11197501,Inactive Investor,Gina Wight,Chief Compliance Officer;Investment Advisor;Member;Owner;Partner,Financial Life Planners,gina@financiallifeplanners.com,,Salesforce
11063000,Inactive Investor,Gregory Simpson,Chief Compliance Officer;Managing Member;President,Rootstock Advisors,greg@rootstockwealth.com,,Salesforce
10777578,Inactive Investor,Harlan Sylvester,,Morgan Stanley Colchester VT 105 W View Rd,harlan.sylvester@morganstanley.com,,Salesforce
10781039,Inactive Investor,Dallas Jones,Associate,Branson Fowlkes & Co Inc,djones@bransonfowlkes.com,,Salesforce
11081582,Inactive Investor,Colin Flathman,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
9609315,,nagano tetsuya,,,next_one_chaplin@yahoo.co.jp,,List import
11187262,Inactive Investor,Michael Noschese,,"Hamilton Cavanaugh & Associates, Inc.",michaeln@hamcav.com,,Salesforce
11024460,Inactive Investor,Ann DiDonato,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",ann.massaro@ampf.com,,Salesforce
10783201,Inactive Investor,William Kelley,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,william.kelley@fidelity.com,,Salesforce
143098,Inactive Investor,Erik Dailey,,Erik Dailey,erik@thepicnicbasket.net,,source
11202345,Inactive Investor,Frank Massotto,,UBS Financial Services Inc. Clearwater FL 311 Park Place Blvd,frank.massotto@ubs.com,,Salesforce
11018577,Inactive Investor,Richard Kintzing,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
11236218,Inactive Investor,Mandi Hering,Investment Advisor Representative,CSP Financial Group LLC Scottsdale AZ 14300 N Scottsdale Rd,,,Salesforce
11044352,Inactive Investor,Mitchell Savine,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11115773,Inactive Investor,Jahan Powell,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11179336,Inactive Investor,Tamme Ford,,"Cambridge Investment Research, Inc. Jefferson City MO 3121 Emerald Ln",,,Salesforce
11137441,Inactive Investor,Jennifer White,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,jennifer.l.white@ubs.com,,Salesforce
10619660,,Timothy Rice,,,tim.rice@captrust.com,,List Import
10924338,Inactive Investor,Randy Dabb,,"Farmers Financial Solutions, LLC Rawlins WY 316 E Cedar St",rdabb@farmersagent.com,,Salesforce
9577751,,Stephen Piacentini,,,spiacentini@ftbadvisors.com,,List import
9560270,,Jason Bourque,,,bourquej@ft.newyorklife.com,,List import
10909560,Inactive Investor,Sarah Young,,"Osaic Wealth, Inc. Arlington TX 1807 W Park Row Dr",,,Salesforce
10952013,Inactive Investor,John Levendoski,Vice President,"Wells Fargo Clearing Services, LLC",john.levendoski@wfadvisors.com,,Salesforce
161207,,Matt Charette,,[Unknown],mjcharette@gmail.com,,Organic Search
9635914,,Danielle Debouver,,,ddebouver@gridironcapital.com,,List import
10947532,Inactive Investor,Jeffrey Holtmeier,Partner,"Wells Fargo Advisors Financial Network, LLC Washington MO 1301 W 5th St",jeff.holtmeier@wellsfargoadvisors.com,,Salesforce
9573119,,Leanda Hodgkin,,,leanda.hodgkin@citizensbank.com,,List import
10964072,Inactive Investor,Thomas Jones,,LPL Financial LLC Gurnee IL 325 Tri State Pkwy,,,Salesforce
233801,, -,,[[Unknown]],curios90@naver.com,,Organic Search
10816016,Inactive Investor,Michael Klein,,PFS Investments Inc. Carroll IA 322 W 3rd St,michael.klein@primerica.com,,Salesforce
11198785,Inactive Investor,John Colligan,Chief Compliance Officer;Principal,"Colligan Advisory, LLC",,,Salesforce
11197691,Inactive Investor,Jamie McCadden,Associate;Financial Advisor,Edward Jones Vinton VA 10 Walnut Ave,jamie.mccadden@edwardjones.com,,Salesforce
10897703,Inactive Investor,Justin Heinz,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,justin.heinz@fidelity.com,,Salesforce
10877262,Inactive Investor,Eva Sitinjak,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9613427,,Jacqueline Moss,,,jmoss@williamblair.com,,List import
10782910,Inactive Investor,Andrew Glade,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,andrew.glade@fidelity.com,,Salesforce
11142972,Inactive Investor,Adonai Mohammadian,,J.P. Morgan Securities LLC West Hills CA 6400 Platt Ave,adonai.mohammadian@jpmorgan.com,,Salesforce
10873488,Inactive Investor,Patrick LeFevre,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",patrick.lefevre@ml.com,,Salesforce
10835319,Inactive Investor,Caroline Girgis,Partner;Wealth Advisor,Prime Capital Financial Bethesda MD 6701 Democracy Blvd,cgirgis@pciawealth.com,,Salesforce
245975,,Not Provided,Director of Corporate Relations,Democratic Governors Association,paulos@dga.net,,Manual List Upload
10996116,Inactive Investor,Joshua Killeen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",joshua.killeen@ml.com,,Salesforce
10897555,Inactive Investor,Daniel Van Horn,Financial Advisor,Edward Jones Nicholasville KY 119 Quinn Dr,daniel.vanhorn@edwardjones.com,,Salesforce
9617622,,Joe Lawler,,,jcl@wppartners.com,,List import
10945232,Inactive Investor,Marlene Espinoza,Director,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",marlene.espinoza@nm.com,,Salesforce
9593513,,Barry Breen,,,bbreen@exeterpg.com,,List import
208350,,John Richter,,[Unknown],webjunk2010@comcast.net,,
10889340,Inactive Investor,Robert Killworth,,"Osaic Wealth, Inc. Chandler AZ 1820 E Ray Rd",skillworth@osaicwealth.com,,Salesforce
11081543,Inactive Investor,Philip Elliott,Investment Advisor Representative,LPL Financial LLC Meridian ID 105 E Idaho Ave,philip.elliott@lpl.com,,Salesforce
10827211,Inactive Investor,Jennifer Bentley,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",jennifer.bentley@ml.com,,Salesforce
10990585,Inactive Investor,Roberto Cortes,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11089293,Inactive Investor,Michael Sbarra,,PFS Investments Inc. Richardson TX 661 N Plano Rd,michael.sbarra@primerica.com,,Salesforce
11153726,Inactive Investor,Gabriella Cajina Schafer,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10772684,Inactive Investor,Gary Harding,Financial Representative,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",gary.harding@nm.com,,Salesforce
11077761,Inactive Investor,Randall Price,Financial Advisor,Edward Jones Athens AL 1795 US Hwy 72 E,randy.price@edwardjones.com,,Salesforce
11180113,Inactive Investor,Lauren Boone,,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",boonel@stifel.com,,Salesforce
10870242,Inactive Investor,Robert Young,,"Osaic Wealth, Inc. Florence AL 2464 Mall Rd",,,Salesforce
10971961,Inactive Investor,John Budge,,"Allstate Financial Services, LLC San Dimas CA 1173 N Dixie Dr",johnbudge@allstate.com,,Salesforce
10881977,Inactive Investor,Anthony Fullenkamp,Financial Advisor,Edward Jones Fort Madison IA 614 9th St,tony.fullenkamp@edwardjones.com,,Salesforce
10855313,Inactive Investor,James Ollis,,"Kestra Investment Services, LLC Mobile AL 107 Saint Francis St",,,Salesforce
157266,,Yousof Folad,,[Unknown],you.foladvand@gmail.com,,Direct
11155883,Inactive Investor,Susan Singh,Associate Financial Advisor,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",susan.g.singh@rbc.com,,Salesforce
10756502,Inactive Investor,Anthony Orange,Financial Advisor;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",anthony.orange@ml.com,,Salesforce
49777,,Lisa Novick,Owner,"Novick & Company Financial Group, Llc",lisa@thencfg.com,203-801-0622,Manual List Upload
10867881,Inactive Investor,Hui Guo,,Goldman Sachs & Co.,,,Salesforce
10804803,Inactive Investor,Mark Augusta,Financial Advisor;Senior Vice President,Hilltop Securities Inc. San Diego CA 750 B St,mark.augusta@hilltopsecurities.com,,Salesforce
10620050,,Kelly Adamick,,,kadamick@grundy.bank,,List Import
11164408,Inactive Investor,Robert Hodges,,"Farmers Financial Solutions, LLC Lorena TX 127 S Frontage Rd",rhodges@farmersagent.com,,Salesforce
10835205,Inactive Investor,Lena Wyand,Partner;Regulatory Contact;Senior Financial Advisor,Charter Oak Capital Management,lena@charteroakcm.com,,Salesforce
10876810,Inactive Investor,Janine Miles,,Fidelity Brokerage Services LLC,,,Salesforce
10839383,Inactive Investor,Andrea Olson,Financial Advisor,"Wells Fargo Clearing Services, LLC Excelsior MN 411 Water St",andrea.kulichenko@wellsfargoadvisors.com,,Salesforce
10808479,Inactive Investor,David Dudek,Managing Director,Morgan Stanley San Francisco CA 555 California St,david.dudek@morganstanleypwm.com,,Salesforce
11083545,Inactive Investor,Michael Reid,,NYLIFE Securities LLC Peoria IL 1609 W Detweiller Dr,mreid@ft.newyorklife.com,,Salesforce
10958427,Inactive Investor,Kimberly Bolker,,LPL Financial LLC Grand Rapids MI 2401 Camelot Ct SE,kimberly.bolker@lpl.com,,Salesforce
10825429,Inactive Investor,Michael Lavalley,Financial Services Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11078910,Inactive Investor,Seth Brewer,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
9614191,,Reggie Snizzle,,,reggiesnizzle@gmail.com,,List import
11230475,Inactive Investor,Valentina Buschbeck,,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",,,Salesforce
10827741,Inactive Investor,Matthew Deckman,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Ormond Beach FL 1400 Hand Ave",matthew.j.deckman@ampf.com,,Salesforce
11219169,,Todd Kuehl,,,todd.kuehl@invesco.com,,Other
10838093,Inactive Investor,Joel Frankel,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Berwyn PA 899 Cassatt Rd,,,Salesforce
10506040,,Stasia Veramallay,Financial Advisor,Vista Investment Partners,stasia.veramallay@vistainvestment.net,765-962-5153,List import
9578992,,Noah Berger,,,noah@xbteller.com,,List import
9554094,,Stephanus Hermanto,,,stephanus.hermanto@transamerica.com,,List import
10801220,Inactive Investor,Matthew Wilson,Financial Advisor,"Ameriprise Financial Services, LLC York PA 3995 E Market St",matthew.j.wilson@ampf.com,,Salesforce
10865411,Inactive Investor,Kelly Meyer,Financial Advisor;Vice President,PFG Advisors Worthington MN 905 McMillan St,,,Salesforce
11038851,Inactive Investor,Christopher Cox,,"Bankers Life Securities, Inc. Lexington KY 2480 Fortune Dr",christopher.cox@bankerslife.com,,Salesforce
9544747,,Aaron Gubin,,,aaron@sigfig.com,,List import
9613436,,John Ettelson,,,jettelson@williamblair.com,,List Import
9601400,,Brian Joyce,,,bjoyce@intelligentinvestingllc.com,,List import
9561719,,Kashmiri Ram,,,kashyram@aol.com,,List import
11086511,Inactive Investor,Joseph Bonadeo,Financial Advisor,Edward Jones Succasunna NJ 109 Main St,joseph.bonadeo@edwardjones.com,,Salesforce
10931356,Inactive Investor,Steven Lorson,,LPL Financial LLC Orrville OH 1024 W High St,steven.lorson@lpl.com,,Salesforce
11021816,Inactive Investor,Sathya Patterson,,LPL Financial LLC Rancho Palos Verdes CA 550 Silver Spur Rd,sathya.chey@lpl.com,,Salesforce
11012473,Inactive Investor,Marcia Hutchinson,,PFS Investments Inc. Fort Lauderdale FL 12555 Orange Dr,,,Salesforce
10906935,Inactive Investor,Cynthia Kuettner,Branch Manager;Financial Consultant,LPL Financial LLC Oshkosh WI 429 N Sawyer St,cynthia.kuettner@lpl.com,,Salesforce
10858105,Inactive Investor,William Richardson,Investment Advisor Representative,Commonwealth Financial Network Avon CT 195 W Main St,brichardson@commonwealth.com,,Salesforce
11087580,Inactive Investor,Kevin Mundy,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",kevin.mundy@lfg.com,,Salesforce
11064308,Inactive Investor,John Toggweiler,Financial Advisor;Vice President,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,john.toggweiler@morganstanley.com,,Salesforce
248731,,Clayton Gillece,Portfolio Manager,Tara Capital,clayton.gillece@gmail.com,,Manual List Upload
11173576,Inactive Investor,Judith Brown,Financial Advisor,Edward Jones Greenville SC 1615 Wade Hampton Blvd,judith.campbell@edwardjones.com,,Salesforce
11158501,Inactive Investor,Andrew Green,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",agreen@tiaa-cref.org,,Salesforce
10987188,Inactive Investor,Stacy Anderson,,"Avantax Investment Services, Inc. Sartell MN Private Residence",,,Salesforce
10944533,Inactive Investor,Hysen Ulaj,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",hulaj@financialguide.com,,Salesforce
10950523,Inactive Investor,Alan Tofig,,"Saybrus Equity Services, LLC Palm Beach Gardens FL Private Residence",atofig@saybruspartners.com,,Salesforce
9554478,,Warren McGuire,,,warren.mcguire@nfp.com,,List import
11237274,Inactive Investor,Jeremy Leaver,Wealth Manager,"IEQ Capital, LLC",jleaver@ieqcapital.com,,Salesforce
10900338,Inactive Investor,Michael Kapiloff,Financial Advisor,Money Concepts Capital Corp Keene NH 417 Winchester St,mkapiloff@moneyconcepts.com,,Salesforce
9619654,,Ty Ribera,,,thr@rcnw.com,,List import
10787921,Inactive Investor,Paul Kageleiry,,NYLIFE Securities LLC Dover NH 750 Central Ave,pkageleiry@ft.newyorklife.com,,Salesforce
10779964,Inactive Investor,Erik Feldhaus,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Forest IL 780 N Western Ave",,,Salesforce
10971149,Inactive Investor,Ivette Ramirez,,"Avantax Investment Services, Inc.",,,Salesforce
10949178,Inactive Investor,Christopher Hardy,Investment Advisor Representative,"First Advisors National, LLC Westminster MD Private Residence",,,Salesforce
11113056,Inactive Investor,Carly Zektzer,Financial Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,carly.zektzer@morganstanley.com,,Salesforce
11188121,Inactive Investor,Elizabeth Brousseau,,Morgan Stanley Mystic CT 12 Coogan Blvd,elizabeth.brousseau@morganstanley.com,,Salesforce
10817600,Inactive Investor,Richard Biele,Broker,Andrew Garrett Inc. Newtown PA 41 University Dr,rbiele@andrewgarrett.com,,Salesforce
9599392,,Colleen Barrett,,,colleen@ritholtzwealth.com,,List import
9556744,,Samuel Perry,,,bo.perry@captrustadvisors.com,,List import
10925371,Inactive Investor,Johnny Chuchen,Managing Partner,"Ivernia Capital, LLC",,,Salesforce
11121079,Inactive Investor,Chris Millis,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",chris_millis@ml.com,,Salesforce
9564786,,Barwick Barfield,,,wbarfield@leadersgroup.net,,List import
9567955,,Prparim Saliu,,,perpiisaliu@gmail.com,,List import
10773095,Inactive Investor,Robert Johnson,Brokerage Manager;Senior Vice President,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",bob.johnsonjr@firstcitizens.com,,Salesforce
10926657,Inactive Investor,Christina Thompson,,Fidelity Brokerage Services LLC,,,Salesforce
10868354,Inactive Investor,David Short,Chief Compliance Officer;Financial Advisor;Managing Partner,"Investments & Financial Planning, LLC",dshort@investments-financialplanning.com,,Salesforce
11194627,Inactive Investor,Sandra Ballard,Assistant Vice President;Financial Planning Associate;Portfolio Management Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,sandra.l.ballard@morganstanley.com,,Salesforce
10970099,Inactive Investor,Leon Zhou,,Jefferies LLC,lzhou@jefferies.com,,Salesforce
10811428,Inactive Investor,Drew Granauro,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",dgranauro@ampf.com,,Salesforce
11139416,Inactive Investor,Joseph Ball,,"Ameriprise Financial Services, LLC",joseph.a.ball@ampf.com,,Salesforce
10885774,Inactive Investor,Eric Ebsen,Registered Client Service Associate,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",eric.ebsen@ampf.com,,Salesforce
11028066,Inactive Investor,Jacquelyn Gandy,,"Raymond James & Associates, Inc.",,,Salesforce
11036159,Inactive Investor,Stephen Phillips,,"Raymond James Financial Services, Inc. Leawood KS 6201 College Blvd",stephen.phillips@raymondjames.com,,Salesforce
11150726,Inactive Investor,Robert Bennett,Financial Advisor,Edward Jones Southampton PA 1122 Street Rd,robert.bennett@edwardjones.com,,Salesforce
9636337,,George Pettway,,,gpettway@riverassociatesllc.com,,List import
10822756,Inactive Investor,Joshua Reyes,Wealth Planning Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,joshua.e.reyes@ubs.com,,Salesforce
10943590,Inactive Investor,Nathaniel Rivas-Blackwell,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,,,Salesforce
10965885,Inactive Investor,Sterling Rea,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11052572,Inactive Investor,David Turner,,"Farmers Financial Solutions, LLC Lakeville MN 16372 Kenrick Ave",dturner1@farmersagent.com,,Salesforce
10853023,Inactive Investor,Anthony Passerino,Financial Advisor,LPL Financial LLC Ridgewood NJ 171 E Ridgewood Ave,anthony.passerino@lpl.com,,Salesforce
9588431,,Roy Neuenschwander,,,roy@namadvisors.com,,List import
10792626,Inactive Investor,John Parmigiani,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",jp@myampny.com,,Salesforce
11016547,Inactive Investor,William Bolen,Chief Marketing Officer;Principal,Homrich Berg,bolen@homrichberg.com,,Salesforce
9630660,,Rahim Ahsanullah,,,rahim.ahsanullah1998@gmail.com,,List import
11071289,Inactive Investor,Nicholas Kaster,,"Avantax Investment Services, Inc. Saline MI 511 E Michigan Ave",,,Salesforce
11103480,Inactive Investor,Kevin Aug,Partner;Wealth Advisor,Constellation Wealth Advisors,aug@constellation-wealth.com,,Salesforce
10768556,Inactive Investor,Robert Alpert,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",robert.alpert@wellsfargoadvisors.com,,Salesforce
9541947,,shafiullah wardak,,,sshirzoy@hotmail.com,,List import
11088653,Inactive Investor,David Eichenhofer,,"American Portfolios Financial Services, Inc. Penn Yan NY 100 Main St",,,Salesforce
340202,,Melissa Mendenhall,,NEPC,mmendenhall@nepc.com,(617) 374-1300,Database Upload
104387,,Rick Danielowski,,Raymond James,r.danielowski@longviewwealthsolutions.com,(717) 855-2470,
10932694,Inactive Investor,Dustin Bonnett,,"First Bankers' Banc Securities, Inc",dbonnett@firstbankersbanc.com,,Salesforce
11040111,Inactive Investor,William Corbett,Financial Advisor,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,wcorbett@rwbaird.com,,Salesforce
10895200,Inactive Investor,Scott Martin,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",scott.t.martin@nm.com,,Salesforce
10612824,,Jose Vicente,Financial Advisor,,jose.x.vicente@ampf.com,,List Import
11188304,Inactive Investor,Christopher Fess,Investment Advisor Representative,"KCD Financial, Inc. Frisco TX 8668 John Hickman Pkwy",chrisfess@kcdfinancial.com,,Salesforce
9555796,,Muhammad Zeeshan,,,izeeshanraees@gmail.com,,List import
10837141,Inactive Investor,Jason Jensen,Financial Advisor;Senior Vice President,Morgan Stanley Edwardsville IL 6181 Bennett Dr,jason.jensen@morganstanley.com,,Salesforce
10894279,Inactive Investor,Darcy Parrish,Vice President,"Wells Fargo Advisors Financial Network, LLC Springfield MO 1807 E Edgewood St",darcy.parrish@wellsfargoadvisors.com,,Salesforce
10972515,Inactive Investor,Nathaniel Conley,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nathaniel_conley@vanguard.com,,Salesforce
10781855,Inactive Investor,Jason Junkin,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Morgantown WV Private Residence",jason.junkin@tiaa.org,,Salesforce
11195614,Inactive Investor,Ganawan Ismail,,"Citizens Securities, Inc. Warrington PA 600 Easton Rd",ganawan.ismail@citizensbank.com,,Salesforce
11192162,Inactive Investor,Robert O'Reilly,,"Great Valley Advisor Group, Inc. Doylestown PA 165 W Ashland St",ro-reilly@greatvalleyadvisors.com,,Salesforce
10658753,,Jeffrey Miller,,,jeff.x.miller@jpmorgan.com,,List Import
159609,,Thomas Gurrentz,,[Unknown],tgurrentz307@icloud.com,,
10967465,Inactive Investor,Tyler Dixon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
1002500,Inactive Investor,Julia Mord,Director of Research,Tulane University Investment Management Office,jmord@tulane.edu,(203) 716-8470,
1096965,,Thabang Ncholu,,[Unknown],thabangncholu@gmail.com,,
218006,,paul pinkerton,,[Unknown],paulpinkerton365@gmail.com,,source
10783542,Inactive Investor,Daniel Bosch,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
203514,,Mark Zarella,Analyst,CIBC PWM,mark.zarella@cibc.com,,Direct
345635,,Alec Rife,"Senior Associate, Assistant Controller",Fcp,arife@fcpdc.com,240-395-2000,Manual List Upload
10834256,Inactive Investor,Scott Phillips,,"Centaurus Financial, Inc. Salt Lake City UT Private Residence",sphillips@cfiemail.com,,Salesforce
11072590,Inactive Investor,Castel Zuniga,,J.P. Morgan Securities LLC Houston TX 175 Yale St,castel.zuniga@jpmorgan.com,,Salesforce
10870832,Inactive Investor,James Doherty,Private Client Advisor,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,james.p.doherty@jpmorgan.com,,Salesforce
11114350,Inactive Investor,Tamilla Tillman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rincon GA 119 N Columbia Ave",tamilla.tillman@ml.com,,Salesforce
11204464,Inactive Investor,Conor Kelly,Investment Advisor;Senior Investment Advisor,"The ETF Store, Inc.",ckelly@etfstore.com,,Salesforce
9543332,,Raymond Dietz,,,rdietz@royalaa.com,,List import
10818345,Inactive Investor,William Myrick,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,william.myrick@primerica.com,,Salesforce
10618144,,Stephen Kennedy,,,skennedy@brileywealth.com,,List Import
11068199,Inactive Investor,Daniel Walby,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",daniel.walby@ampf.com,,Salesforce
11020217,Inactive Investor,Erin Schmidt,,LPL Financial LLC Cedarburg WI W62N209 Washington Ave,erin.schmidt@lpl.com,,Salesforce
10977431,Inactive Investor,Susan Ohlhaber,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10974094,Inactive Investor,Christine Butcher,,"Raymond James Financial Services, Inc. Vicksburg MI 625 W Prairie St",,,Salesforce
11043647,Inactive Investor,James Li,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
193405,,James Ostertag,,[Unknown],jkostertag@verizon.net,,
10914396,Inactive Investor,Frank Elmer,Principal,Frank Elmer Investment Strategies LLC,frank@feinvestments.com,,Salesforce
9557336,,Kirk Sadilek,,,sadilek.kirk@principal.com,,List import
10994539,Inactive Investor,Michael Morrow,,"Wells Fargo Clearing Services, LLC Bellevue WA 1130 Bellevue Way NE",,,Salesforce
11058698,Inactive Investor,Ross Aho,,"Raymond James Financial Services, Inc. Marquette MI 205 N Lakeshore Blvd",ross.aho@raymondjames.com,,Salesforce
10961300,Inactive Investor,Ryan Heard,Operations Specialist,"Ameriprise Financial Services, LLC Baytown TX 2830 N FM 565 Rd",ryan.heard@ampf.com,,Salesforce
10926184,Inactive Investor,Rodolfo Garcia,,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",rodolfo.garcia@wellsfargoadvisors.com,,Salesforce
11199158,Inactive Investor,Boris Senderzon,Chief Investment Officer;Founder;Managing Member,"Hilbar Capital, LLC",boris@hilbarcapital.com,,Salesforce
9548084,,Roberto Nieto,,,rob.nieto@lpl.com,,List import
11073345,Inactive Investor,Lewis Fan,,"The Benchmark Company, LLC",lfan@benchmarkcompany.com,,Salesforce
11217678,Inactive Investor,Jack Dooley,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jack.dooley@jpmorgan.com,,List Import
9612854,,Kris Hinterseer,,,khinterseer@outlook.com,,List import
10806296,Inactive Investor,Russell Engstrom,,Cetera Advisor Networks LLC Saint Paul MN 3264 Rice St,engstromr@ceteranetworks.com,,Salesforce
11202169,Inactive Investor,Jamie Chamness,Associate Financial Advisor,"Ameriprise Financial Services, LLC Wesley Chapel FL 27440 Cashford Cir",jamie.chamness@ampf.com,,Salesforce
10946921,Inactive Investor,Michael Capobianco,,Park Avenue Securities LLC Columbus OH 8425 Pulsar Pl,,,Salesforce
11253924,Inactive Investor,Merritt Mccaleb,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10759810,Inactive Investor,Nancy Sawyer,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",nancy_sawyer@ml.com,,Salesforce
10984343,Inactive Investor,Nang La,,J.P. Morgan Securities LLC San Jose CA 370 N Capitol Ave,nelson.s.la@chase.com,,Salesforce
9590044,,FERNANDO JUNIOR,,,fernandoluizbiz@gmail.com,,List import
10764493,Inactive Investor,Terry Anderson,Managing Director;Owner;President,Laguna Financial Advisory,terry@lagfa.com,,Salesforce
10958911,Inactive Investor,Nirav Shah,,Verbank Advisors,nirav@verbank.net,,Salesforce
11001812,Inactive Investor,Shane Landis,Financial Consultant,"Concourse Financial Group Securities, Inc. Ephrata PA 1021 Sharp Ave",shane.landis@concoursefinancial.com,,Salesforce
10796939,Inactive Investor,Brian Schrock,Investment Advisor Representative,Edward Jones Fallbrook CA 1434 S Mission Rd,brian.schrock@edwardjones.com,,Salesforce
10808766,Inactive Investor,Christyn Lo,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",christyn_lo@ml.com,,Salesforce
10505163,,Denise Marshall-Miller,Investment Manager,VM Weath Management,denise.marshall-miller@myvmgroup.com,8763832487,List Import
10855716,Inactive Investor,Kyle Mills,Chief Compliance Officer;Founder;President;Shareholder,"Harvest Financial Group, LLC Richmond VA 3900 Westerre Pkwy",kyle@harvestfg.com,,Salesforce
11145584,Inactive Investor,Erik Pulley,Executive Director;Family Wealth Director;Financial Advisor;Portfolio Management Director;Senior Portfolio Management Director;W,Morgan Stanley Oakland CA 1999 Harrison St,erik.pulley@morganstanley.com,,Salesforce
11043030,Inactive Investor,Wesley Previant,,LPL Financial LLC Pasadena CA 201 S Lake Ave,wesley.previant@lpl.com,,Salesforce
10854062,Inactive Investor,Samuel Orlando,,"Raymond James Financial Services, Inc. Northville MI 224 S Main St",sam.orlando@raymondjames.com,,Salesforce
11091836,Inactive Investor,Richard Orred,,The O.N. Equity Sales Company Willmar MN 2015 1st St S,,,Salesforce
11148819,Inactive Investor,Benjamin Davis,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,ben.davis@opco.com,,Salesforce
10998052,Inactive Investor,Ryan Niese,,The Huntington Investment Company Toledo OH 4700 Heatherdowns Blvd,ryan.niese@huntington.com,,Salesforce
6590953,,Amitoj Singh,,,amitoj.singh@coindesk.com,,Web form fillout
10772722,Inactive Investor,Dawn Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 40 Washington St",dawn.e.smithmaloney@ampf.com,,Salesforce
10894339,Inactive Investor,Michael Hayes,,Cetera Advisor Networks LLC San Diego CA 7922 Entrada de Luz W,,,Salesforce
11117769,Inactive Investor,Michael Stevenson,,"Avantax Investment Services, Inc. Edmond OK 2405 S Bryant Ave",,,Salesforce
213979,,Gerald Chang,,[Unknown],gerald@ideasky.ca,,
10835815,Inactive Investor,Brenda Jagels,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Tulsa OK 2200 S Utica Pl,brenda.s.jagels@morganstanley.com,,Salesforce
9580476,,Jenna Holm,,,jenna@accredited.com,,List import
1879661,,Tiep Tran Xuan,,,tiep.tran.xuan@outlook.com,,
11088016,Inactive Investor,Jefferson Hankins,,"Raymond James Financial Services, Inc. Warsaw IN 1904 E Old Road 30",jefferson.hankins@raymondjames.com,,Salesforce
10863230,Inactive Investor,Dorothy Wozny,Investment Advisor Representative,LPL Financial LLC Birmingham AL 100 Centerview Dr,dorothy.wozny@lpl.com,,Salesforce
11193799,Inactive Investor,John Obrien,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
9590383,,Mark A Leifried,,,leifriedmark@gmail.com,,List import
10473286,,Matthew Martin,,,mmart2612@gmail.com,,Web Form Fillout
10780757,Inactive Investor,Sandra Chrispell,,"Osaic Institutions, Inc. Grand Rapids MI 4590 Cascade Rd SE",schrispell@infinexgroup.com,,Salesforce
7289,,marijan ivi?,,[[Unknown]],ivicmarijan@gmail.com,,Initial Salesforce Import
10965492,Inactive Investor,David Nafie,,Cetera Advisor Networks LLC Morristown NJ 245 South St,,,Salesforce
10877589,Inactive Investor,Clark Lemaster,Senior Private Client Associate,Janney Montgomery Scott LLC Roanoke VA 110 Franklin Rd SE,clemaster@janney.com,,Salesforce
11140876,Inactive Investor,Jane Kearsey,,Goldman Sachs & Co.,jane.kearsey@gs.com,,Salesforce
10987232,Inactive Investor,Mark Paschel,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10831817,Inactive Investor,Robert Carlson,Branch Manager;First Vice President - Investments,Janney Montgomery Scott LLC Danvers MA 222 Rosewood Dr,rcarlson@janney.com,,Salesforce
10876654,Inactive Investor,MD Younus,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",md.younus@ml.com,,Salesforce
11141628,Inactive Investor,Edward Alligier,Investment Advisor,PFS Investments Inc. Paramus NJ 240 Frisch Ct,edwardalligier@primerica.com,,Salesforce
11077282,Inactive Investor,John Betz,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",john.betz@rbc.com,,Salesforce
10841019,Inactive Investor,Joseph Harowski,Owner;President,"Smart Choice Financial Planning, Inc. St. John IN 8670 Fair Oaks Ln",jharowski@smartchoicefinancialplanning.com,,Salesforce
10913650,Inactive Investor,Matthew Moses,Financial Advisor,Edward Jones Fond Du Lac WI 201 S Marr St,matt.moses@edwardjones.com,,Salesforce
10926488,Inactive Investor,Sean Brennan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10908871,Inactive Investor,Jacob Millen,Elected Manager;President,Valor Investments and Planning LLC,,,Salesforce
10755713,Inactive Investor,Tanya Wagner,Financial Advisor,Edward Jones Denver CO 4650 W 38th Ave,tanya.wagner@edwardjones.com,,Salesforce
10948545,Inactive Investor,Andrew Dahl,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10617743,,Jake Gustafson,,,jake.gustafson@ml.com,,List Import
10767798,Inactive Investor,Jessica Fitzgerald,Corporate Retirement Director;Family Wealth Director;Government Entity Specialist;Institutional Consulting Director;Senior Vice,Morgan Stanley Rochester MI 1108 N Main St,jessica.fitzgerald@morganstanley.com,,Salesforce
11162735,Inactive Investor,Ralph Santos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",ralph.santos@ml.com,,Salesforce
10905821,Inactive Investor,Tony Joseph,,"Wells Fargo Clearing Services, LLC Woodbury NY 7977 Jericho Tpke",,,Salesforce
333398,,Austin Litvak,,Obrien Wealth,alitvak@obrienwp.com,,Manual List Upload
54598,,Sara Schreiber,,"Thrivent Advisor Network, LLC",sara.schreiber@thrivent.com,612-844-4628,
9542254,,Peter Ruh,,,peter.ruh@bluebirdadvisory.com,,List import
10852041,Inactive Investor,John Orsi,,Robert W. Baird & Co. Incorporated West Palm Beach FL 777 S Flagler Dr,jorsi@rwbaird.com,,Salesforce
336738,,Phillip Clark,"President, CCO","Omnistar Financial Group, Inc.",pclark@northstarfg.com,828-323-8777,Manual List Upload
10990406,Inactive Investor,Patrick Sharron,,PFS Investments Inc. Hamden CT 105 Sanford St,psharron@primerica.com,,Salesforce
234864,, -,,[[Unknown]],josephs.malcolm@gmail.com,,
9636625,,Richard Novak,,,rnovak@federatedinvestors.com,,List import
10943644,Inactive Investor,Adam Mastin,,"First Command Brokerage Services, Inc. Addison TX 5057 Keller Springs Rd",awmastin@firstcommand.com,,Salesforce
9558743,,Derik Han,,,handongwo@bytedance.com,,List import
11022543,Inactive Investor,Daniel McAvoy,,Lincoln Investment Rochester NY 1425 Jefferson Rd,dmcavoy@lincolninvestment.com,,Salesforce
11218310,,Wendy Wolfe,,,wkiesow@rwbaird.com,,List Import
10826725,Inactive Investor,Amy Neely,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",amy.neely@ml.com,,Salesforce
11035281,Inactive Investor,Brent Hulling,Financial Advisor;First Vice President,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",brent.hulling@raymondjames.com,,Salesforce
10846702,Inactive Investor,Nicole Casp,Supervision Advisor,"Raymond James & Associates, Inc. West End NC Private Residence",nicole.casp@raymondjames.com,,Salesforce
68860,,Mike Rome,CEO,Chilton Capital Management Llc,mrome@chiltoncapital.com,713-650-1995,Manual List Upload
7004468,,Md Millat,,,millatmd450@gmail.com,,Web Form Fillout
9634834,,Julian Chu,,,jchu@castaneapartners.com,,List import
11145221,Inactive Investor,Albert Barcia,Financial Advisor,"Wells Fargo Clearing Services, LLC Ontario CA 2500 S Grove Ave",albert.barcia@wellsfargo.com,,Salesforce
11069885,Inactive Investor,Patrick Thornton,,SilverLake Wealth Management LLC,,,Salesforce
10762056,Inactive Investor,Lori Webber,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",lori_s_webber@ml.com,,Salesforce
9614304,,Scott Reston,,,sreston@odlumbrown.com,,List import
10897406,Inactive Investor,Alfonso Cumplido,Director - Investment Strategy,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
10809162,Inactive Investor,Paige Donaghy,,Morgan Stanley Washington DC 1775 I St NW,,,Salesforce
11097771,Inactive Investor,Christina Cung,,Fidelity Brokerage Services LLC,christina.cung@fidelity.com,,Salesforce
9634735,,Clint Sorenson,,,clint@emerald-ip.com,,List import
10828860,Inactive Investor,Gary Acker,Financial Advisor;Insurance Agent,"MML Investors Services, LLC Rochester NY 100 Allens Creek Rd",gracker@financialguide.com,,Salesforce
11145002,Inactive Investor,James Holzapfel,Alternative Investment Director;Financial Advisor;Managing Director,Morgan Stanley Hagerstown MD 1185 Imperial Dr,james.n.holzapfel@morganstanley.com,,Salesforce
11040888,Inactive Investor,Nathan Brickley,Financial Advisor;Financial Planner;Regulatory Contact,Brickley Wealth Management San Mateo CA 1900 OFarrell St,nathan@brickleywealth.com,,Salesforce
44420,,Jeffrey Fehrmann,Financial Advisor,"VALIC Financial Advisors, Inc.",jeffrey.fehrmann@valic.com,312-214-8870,
10936635,Inactive Investor,Manda Cash,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,manda.cash@ubs.com,,Salesforce
10974612,Inactive Investor,Austin Lay,,"U.S. Bancorp Investments, Inc. Cincinnati OH 7137 Miami Ave",austin.lay2@usbank.com,,Salesforce
8408,,Kevin Lee,,[[Unknown]],kl2695@nyu.edu,,Database Upload
10862381,Inactive Investor,Gloria Rodriguez,Assistant Vice President;Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Pasadena CA 155 N Lake Ave",gloria.rodriguez3@wellsfargo.com,,Salesforce
11162318,Inactive Investor,Gregg Himfar,Financial Advisor,LPL Financial LLC Carlsbad CA 2131 Palomar Airport Rd,gregg.himfar@lpl.com,,Salesforce
11101810,Inactive Investor,Anthony Pelfrey,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
11160009,Inactive Investor,John Gifford,Secretary;Vice Chairman,Magnolia Capital Management Cold Spring NY 145 Main St,,,Salesforce
11043642,Inactive Investor,Christian Mellon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
238911,,Rick.Signore@gmail.com Signore,,[Unknown],rick.signore@gmail.com,,
10765000,Inactive Investor,Edward Iannone,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",edward.iannone@ml.com,,Salesforce
10874483,Inactive Investor,Benjamin Altman,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,Altman Advisors,ben.altman@altmanadvisors.com,,Salesforce
9580264,,Timothy Harrison,,,timharrison@nationalsecurities.com,,List import
10860545,Inactive Investor,Yejing Yang,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",yejing.yang@transamerica.com,,Salesforce
10850099,Inactive Investor,Hadi Durali,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",hadi.durali@wellsfargoadvisors.com,,Salesforce
10906434,Inactive Investor,Jeffrey Hare,Financial Advisor;President,"Aventus Investment Advisors, Inc.",jeff.hare@aventusadvisors.com,,Salesforce
10825272,Inactive Investor,Jessica Lloyd,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",jessica.lloyd@nm.com,,Salesforce
10756320,Inactive Investor,Evan Wilson,Assistant Vice President;Financial Advisor,Morgan Stanley Rockville MD 702 King Farm Blvd,evan.wilson@morganstanley.com,,Salesforce
9566185,,yawo Afande,,,edem.afande@gmail.com,,List import
9547339,,Jordan Matthews,,,jordanjaymatthews@gmail.com,,List import
10951177,Inactive Investor,Lisa Bailey,,"Allstate Financial Services, LLC Salem OH 1070 E State St",lisabailey@allstate.com,,Salesforce
11180000,Inactive Investor,Macie House,Managing Director,Robert W. Baird & Co. Incorporated Portland OR Private Residence,mhouse@rwbaird.com,,Salesforce
368191,,Jackson Isaacs,Trader,GS,jackson.isaacs@gs.com,,Webinar
11045774,Inactive Investor,Kiefer Baumbach,Client Specialist,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,kbaumbach@rwbaird.com,,Salesforce
11000875,Inactive Investor,Bianca Salazar,,J.P. Morgan Securities LLC Calumet City IL 1783 River Oaks Dr,bianca.salazar@jpmorgan.com,,Salesforce
10759002,Inactive Investor,Richard Cochran,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
11176648,Inactive Investor,Alex Silberwasser Bacal,Chief Compliance Officer;Consultant;Owner,"ASB Consultores, LLC",alex.silberwasser@asb-consultores.com,,Salesforce
10943111,Inactive Investor,Richard Walden,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11160415,Inactive Investor,David Padilla,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
9577551,,Arthur Simondet,,,arthursimondet@gmail.com,,List import
6021481,,Info,,Alameda Research Ltd,info@alameda-research.com,,List import
10946115,Inactive Investor,Robert Hyde,,LPL Financial LLC Youngstown OH 4259 Kirk Rd,robert.j.hyde@lpl.com,,Salesforce
237705,, -,,[[Unknown]],masterakoko7871@gmail.com,,
11044182,Inactive Investor,Christopher Byrer,Financial Advisor,Edward Jones Kaneohe HI 45-1144 Kamehameha Hwy,chris.byrer@edwardjones.com,,Salesforce
10836627,Inactive Investor,Stephen Gaumer,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Boston MA 28 State St,steve.gaumer@morganstanley.com,,Salesforce
10976172,Inactive Investor,Stephanie Davis,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
9540593,,Joseph Chan,,Joseph Chan,joseph.o.chan@gmail.com,,Organic Search
10961480,Inactive Investor,Joseph Donato,,"Inverness Securities, LLC",,,Salesforce
10642171,,Flavia C R De Souza,,,fcrs44@hotmail.com,,Web Form Fillout
9596624,,Onur Erbay,,,onurerbay@gmail.com,,List import
10780145,Inactive Investor,Brian Sisto,Director - Corporate Retirement;Executive Financial Services Director;Financial Advisor;Senior Vice President,Morgan Stanley Austin TX 8701 Bee Caves Rd,brian.sisto@morganstanley.com,,Salesforce
11070539,Inactive Investor,Vito Stea,,J.P. Morgan Securities LLC Wesley Chapel FL 28470 State Road 54,vito.m.stea@chase.com,,Salesforce
11004506,Inactive Investor,Cole Walters,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,cole.walters.w819@statefarm.com,,Salesforce
11015081,Inactive Investor,Vanessa Gonzalez-Marquez,,LPL Financial LLC Eureka CA 402 F St,vanessa.gonzalez-marquez@lpl.com,,Salesforce
11229114,Inactive Investor,Avery Kiser,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
11062766,Inactive Investor,John Eisenhard,,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",jeisenhard@financialguide.com,,Salesforce
11165672,Inactive Investor,David Kelly,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Crown Point IN 10440 Broadway",mark.kelly@benjaminfedwards.com,,Salesforce
10883433,Inactive Investor,Daniel Dutile,Wealth Manager,"Nadler Financial Group, Inc.",ddutile@nadlerfinancial.com,,Salesforce
11167698,Inactive Investor,Fred Mangano,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,fred.mangano@ubs.com,,Salesforce
10900949,Inactive Investor,Joshua Jacoby,Financial Advisor,LPL Financial LLC Springfield IL 3400 Wabash Ave,joshua.jacoby@lpl.com,,Salesforce
11066688,Inactive Investor,Steven Truitt,,"Fifth Third Securities, Inc. Columbus OH 21 E State St",steve.truitt@53.com,,Salesforce
11158838,Inactive Investor,Susan Love,Senior Client Service Associate,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,susan.love@morganstanley.com,,Salesforce
11011661,Inactive Investor,Daniel Fox,,"Empower Financial Services, Inc",daniel.fox@empower.com,,Salesforce
10777508,Inactive Investor,Matthew Morgan,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
11208998,Inactive Investor,William Anastas,,"Osaic Wealth, Inc. Los Alamitos CA 5182 Katella Ave",,,Salesforce
9571655,,Emilio Garcia,,,emilio.garcia@transamerica.com,,List import
10911140,Inactive Investor,Steve Shyman,,Brookstone Capital Management LLC,,,Salesforce
11066970,Inactive Investor,Steven Buchanan,,"Avantax Investment Services, Inc. Flower Mound TX 2201 Spinks Rd",,,Salesforce
11183608,Inactive Investor,Daniel Baker,,PFS Investments Inc. Houston TX 3845 Cypress Creek Pkwy,daniel.baker@primerica.com,,Salesforce
11171506,Inactive Investor,Erin Kopal,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",erin.kopal@nm.com,,Salesforce
10488175,,George Galanis,"Director - Alternative Investments, Financial Advisor, Senior Vice President",Morgan Stanley,george.galanis@morganstanley.com,,List Import
10985778,Inactive Investor,Christian Zamora,,J.P. Morgan Securities LLC Camp Verde AZ 402 W Finnie Flat Rd,christian.zamora@chase.com,,Salesforce
9607762,,Vincent Lu,,,vincentlu.cn@hotmail.com,,List import
11098931,Inactive Investor,Alexander Weiss,President;Wealth Manager,U.S. Financial Advisors,aweiss@uswealthmanagement.com,,Salesforce
11187954,Inactive Investor,Travis McCurry,,"M Holdings Securities, Inc. Knoxville TN 9700 Westland Dr",,,Salesforce
105415,,Jeffery Kruse,,United States,kruse2269@gmail.com,,
9560149,,Tai Orser,,,taiorser@gmail.com,,List import
242164,,Tyson Presnell,Analyst,Vanguard,tyson_presnell@vanguard.com,,Event
108739,,Guy Adams,,"GWA Capital Partners, LLC",gadams@gwacap.com,,Advertising
10952302,Inactive Investor,Mason Belcher,,Fidelity Brokerage Services LLC,,,Salesforce
10616644,,Susan McCarthy,,,susan.mccarthy@lpl.com,,List Import
11087892,Inactive Investor,Benjamin Holte,Lead Advisor,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",benjamin.holte@nm.com,,Salesforce
11111512,Inactive Investor,Patrick Lucas,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",patrick.lucas@nm.com,,Salesforce
11099143,Inactive Investor,Herminia Sitter,,"Allstate Financial Services, LLC Conroe TX 19073 Interstate 45 S",hsitter@allstate.com,,Salesforce
336403,,Eric Rabbanian,President,"Rabbanian Financial Planning, Inc.",eric@rfpi.net,512-944-3638,Manual List Upload
9565045,,Larry Gann,,,lgann@financialguide.com,,List import
10832814,Inactive Investor,Daniel Rosengarten,Financial Advisor,"Wells Fargo Clearing Services, LLC Henderson NV 900 N Green Valley Pkwy",daniel.rosengarten@wellsfargo.com,,Salesforce
10920171,Inactive Investor,Christine Doyle,,"Wells Fargo Advisors Financial Network, LLC Mankato MN 3 Civic Center Plz",christine.doyle@wellsfargo.com,,Salesforce
9644279,,Kent Hickey,,,kent.t.hickey@gmail.com,,List import
11166919,Inactive Investor,Alexis Ruddock,,PFS Investments Inc. Honolulu HI 2153 N King St,ralexis@primerica.com,,Salesforce
11238219,Inactive Investor,Sandra Ackermann-Schaufler,,Meketa investment group,sackermann-schaufler@meketa.com,,Salesforce
11190479,Inactive Investor,Christine Kim,Assistant Vice President;Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,christine.kim@morganstanleypwm.com,,Salesforce
11004459,Inactive Investor,Regina Kohls,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",,,Salesforce
11104109,Inactive Investor,Kris Rusak,,"Allstate Financial Services, LLC Utica MI 13711 23 Mile Rd",krisrusak@allstate.com,,Salesforce
11034525,Inactive Investor,Michael Hannon,Wealth Advisor,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,mhannon@commonwealth.com,,Salesforce
25155,,Steven Tannenbaum,President,"Greenwood Investments, Inc.",tannenbaum@greenwoodcap.com,1-508-901-9272,Database Upload
11043397,Inactive Investor,James Brashaber,Financial Advisor,"Valeo Financial Advisors, LLC",james.brashaber@valeofinancial.com,,Salesforce
9596947,,Melissa Ray,,,melissa@castleviewadvisors.com,,List import
9569603,,Fabrizio Simonetti,,,fabrizio.simonetti@gmail.com,,List import
10959973,Inactive Investor,Matthew Morris,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10846486,Inactive Investor,Ronald Knapp,Chief Compliance Officer;President,RH Knapp & Co. Parker CO 8785 N Awl Rd,,,Salesforce
10764875,Inactive Investor,James Sykes,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,matt.sykes@morganstanley.com,,Salesforce
9565352,,Wayne Sisk,,,wayne@siskassociates.com,,List import
11134305,Inactive Investor,Daniel Caissie,,"The Investment Center, Inc. Auburn MA 714B Southbridge St",dcaissie@investmentctr.com,,Salesforce
11147681,Inactive Investor,Joseph Moss,,&Partners,jmoss@aintreecap.com,,Salesforce
11174841,Inactive Investor,Ryan Carpe,Financial Advisor,Edward Jones Yellow Springs OH 506 S High St,ryan.carpe@edwardjones.com,,Salesforce
10770226,Inactive Investor,Matthew Lang,Financial Advisor,Edward Jones Naples FL 7211 Vanderbilt Beach Rd,matt.lang@edwardjones.com,,Salesforce
10907380,Inactive Investor,Kevin Root,Chief Compliance Officer;Managing Member,Oak Root LLC,kroot@oakrootllc.com,,Salesforce
11119229,Inactive Investor,Lezli Shire,,State Farm VP Management Corp. Edmond OK 3416 NW 178th St,lezlishire@statefarm.com,,Salesforce
11048107,Inactive Investor,Robert Bunsa,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",robert.bunsa@equitable.com,,Salesforce
1001075,Inactive Investor,Crystal McMahan,,Evolve Bank & Trust As Agent For Its Customer,cmcmahan@getevolved.com,901.260.9986,
11083914,Inactive Investor,Scott Pettyjohn,Financial Advisor,"MML Investors Services, LLC Fredericksburg VA 4520 Plank Rd",sepettyjohn@financialguide.com,,Salesforce
9561103,,Nguuyen Ngo,,,khoinguyen2710@gmail.com,,List import
10985883,Inactive Investor,John Vos,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",jeff.vos@nm.com,,Salesforce
11083115,Inactive Investor,Thomas Vibert,,"Securian Financial Services, Inc.",thomas.vibert@securian.com,,Salesforce
10901530,Inactive Investor,Bryce Roy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10977974,Inactive Investor,Sterling Searcy,Financial Advisor,CPS Investment Advisors,sterling@cpsinvest.com,,Salesforce
10809129,Inactive Investor,James Mary,Financial Advisor,Edward Jones Beaumont TX 4347 Phelan Blvd,jim.mary@edwardjones.com,,Salesforce
9556941,,Fumi Suzuki,,,fumi.suzuki@uboc.com,,List import
11196327,Inactive Investor,Phillip Pace,,State Farm VP Management Corp. Clinton MS 402 Monroe St,phillip.pace.vaaj9t@statefarm.com,,Salesforce
10846591,Inactive Investor,Sandra Arce,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9544181,,john whitely,,,sales@unitedbankcardsales.com.com,,List import
10764659,Inactive Investor,Judith Henry,Wealth Management Advisor,LPL Financial LLC Marlborough MA 853 Donald Lynch Blvd,judith.henry@lpl.com,,Salesforce
10936337,Inactive Investor,Jonathan Mrowiec,Financial Advisor;Wealth Advisor,LPL Financial LLC Spring Grove IL Private Residence,jon.mrowiec@lpl.com,,Salesforce
10846148,Inactive Investor,Duncan McInnes,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,jody.mcinnes@morganstanley.com,,Salesforce
11208247,Inactive Investor,Nicole Orlowski,Client Service Associate,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,,,Salesforce
11158145,Inactive Investor,Kari Schultz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9620857,,Jamieson Mcevoy,,,princessstripes1969@gmail.com,,List import
10916013,Inactive Investor,Clayton Cox,Compliance Consultant,"Voya Financial Advisors, Inc.",clayton.cox@voya.com,,Salesforce
10815156,Inactive Investor,Jennifer Rappenecker,Financial Advisor,Edward Jones Kihei HI 380 Huku Lii Pl,jennifer.rappenecker@edwardjones.com,,Salesforce
10827465,Inactive Investor,Arthur Bom Conselho,First Vice President;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",arthur_conselho@ml.com,,Salesforce
347625,,Todd Green,"Portfolio Manager, Senior Managing Director",First Manhattan Co. LLC,tgreen@firstmanhattan.com,212-756-3318,Manual List Upload
374677,Inactive Investor,Esteban Virgili,Portfolio Management,"SF Investments, Inc.",svirgili@newvernonllc.com,1-847-926-5721,Manual List Upload
10829077,Inactive Investor,Michael Riley,Financial Advisor,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",michael.riley@rbc.com,,Salesforce
10997534,Inactive Investor,Xinyi Zhang,Senior Associate,J.P. Morgan Securities LLC San Francisco CA 1 Front St,xinyi.zhang@jpmorgan.com,,Salesforce
11049998,Inactive Investor,Cheryl Derosa,Chief Compliance Officer,"Great Valley Advisor Group, Inc.",cderosa@greatvalleyadvisors.com,,Salesforce
11074440,Inactive Investor,Frank Columbia,Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,frank.columbia@morganstanley.com,,Salesforce
10929983,Inactive Investor,Paul Windham,,"Avantax Investment Services, Inc. Gardendale AL 1420 Northbrook Dr",,,Salesforce
62561,,Charles Campbell,Chief Compliance Officer,"Private Equity Investors, Inc.",ccampbell@peifunds.com,212-750-1228,Manual List Upload
11099353,Inactive Investor,Kelsey Aranha,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",kelsey.aranha@ml.com,,Salesforce
11233921,Inactive Investor,Cathy Buchanan,,"Cambridge Investment Research, Inc. Sugar Land TX 3 Sugar Creek Center Blvd",,,Salesforce
11012173,Inactive Investor,April Mccarthy,,"Farmers Financial Solutions, LLC Bend OR 1208 NE 4th St",,,Salesforce
233748,, -,,[[Unknown]],ludmilla.lima@gmail.com,,Other
10951794,Inactive Investor,Debbie Staeven,,Thrivent Investment Management Inc.,,,Salesforce
10900842,Inactive Investor,Thomas White,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",thomas.white@empower.com,,Salesforce
11045758,Inactive Investor,Randa Hoffman,Chief Compliance Officer;Chief Executive Officer,Radiant Wealth Planning,,,Salesforce
11122217,Inactive Investor,Artemio Garza,Private Client Advisor,J.P. Morgan Securities LLC Corona CA 140 W Ontario Ave,artemio.garza@jpmorgan.com,,Salesforce
10829860,Inactive Investor,Robert Smith,Financial Professional,"MML Investors Services, LLC Palm Springs CA 777 E Tahquitz Canyon Way",robertjsmith@financialguide.com,,Salesforce
9594227,,Austin Quinton,,,cqenterprises7@gmail.com,,List import
10783581,Inactive Investor,Maria Bridgeford,,J.P. Morgan Securities LLC Dallas TX 10729 Preston Rd,maria.bridgeford@jpmorgan.com,,Salesforce
11140850,Inactive Investor,Diana Nguyen,,PFS Investments Inc. Chantilly VA 14120 Newbrook Dr,diana.nguyen@primerica.com,,Salesforce
10918003,Inactive Investor,Alec Ackerman,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",alec.ackerman@nm.com,,Salesforce
10782591,Inactive Investor,Timothy Stevens,Chief Compliance Officer;Chief Financial Officer;Managing Member;Member,ASA Managed Account Managers LLC Hopkins MN 601 Carlson Pkwy,tstevens@asallc.com,,Salesforce
11190264,Inactive Investor,Joe Chan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 200 E 79th St",joe.chan@schwab.com,,Salesforce
9619600,,Alexander Oster,,,ostermasa@aol.com,,List import
10876524,Inactive Investor,Joshua Green,,"Raymond James Financial Services, Inc.",joshua.green@raymondjames.com,,Salesforce
10812247,Inactive Investor,Kevin McMullen,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",kevin_mcmullen@ml.com,,Salesforce
9562594,,Amaris Beal,,,amaris.beal@fidelity.com,,List import
11052587,Inactive Investor,Deborah Huber,,"Farmers Financial Solutions, LLC Turlock CA 801 E Main St",dcurtis@farmersagent.com,,Salesforce
10933542,Inactive Investor,Narsing Kommireddi,,Terra Wealth Mt Juliet TN Private Residence,narsing@terrawealth.com,,Salesforce
9579523,,Amy Mosher,,,amymosher333@gmail.com,,List import
10927551,Inactive Investor,Matthew Gordon,,LPL Financial LLC,matthew.gordon@lpl.com,,Salesforce
9576241,,Michael Lares,,,michael.lares@steubentrust.com,,List import
175051,,Karla Jones-Weber,Chief Financial & Administrative Officer,[Unknown],jones@desmoinesfoundation.org, +1 515 883 2701,Database Upload
10801031,Inactive Investor,Patricia Corbett,Financial Advisor;Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,patricia.corbett@morganstanley.com,,Salesforce
9597901,,Eladia Medin,,,eladia@wilseyassetmanagement.com,,List import
10995196,Inactive Investor,Emily Dixon,Associate,Edward Jones Livonia MI 37673 Pembroke Ave,,,Salesforce
351680,,Chryl Hoz,Executive Assistant,"The Sterling Group, L.p.",choz@sterling-group.com,713-877-8257,Manual List Upload
9589251,,Darlene J,,,djordan07@aol.com,,List import
227613,, -,,[[Unknown]],jmaurice1@gmail.com,,Organic Search
9632423,,Nihar Sait,,,saitn7@gmail.com,,List import
346245,,Scott Kirschner,Associate,"Palladium Equity Partners Advisor, Llc",skirschner@palladiumequity.com,212-218-5150,Manual List Upload
10820964,Inactive Investor,Christian Corts,Chief Executive Officer;Chief Operating Officer;Designated Principal;Executive Vice President;Operations Officer;President;Princ,"FNBB Capital Markets, LLC",ccorts@bankers-bank.com,,Salesforce
10847229,Inactive Investor,John O'Neill,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Tucson AZ 1715 E Skyline Dr",jerry.oneill@ampf.com,,Salesforce
10807574,Inactive Investor,Richard Denardi,Investment Advisor Representative,"Osaic Wealth, Inc. Lutherville Timonium MD 1954 Greenspring Dr",,,Salesforce
10827606,Inactive Investor,Simon Thompson,,TLWM Financial,simon@tlwmfinancial.com,,Salesforce
10810980,Inactive Investor,Robert Lipton,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,robert.lipton@ubs.com,,Salesforce
10921654,Inactive Investor,Charles Russell,,"Cambridge Investment Research, Inc. Clarksville VA 500 Virginia Ave",,,Salesforce
10741917,,Ann Gaultier,,,iamgaultier@proton.me,,Web Form Fillout
10980082,Inactive Investor,Deann Werkowitz,,The Huntington Investment Company Cincinnati OH 7783 5 Mile Rd,deann.werkowitz@huntington.com,,Salesforce
11109611,Inactive Investor,Tara Rowlette,Financial Advisor,Edward Jones Hilo HI 275 Ponahawai St,tara.rowlette@edwardjones.com,,Salesforce
10990255,Inactive Investor,Giao Vo,,"Cambridge Investment Research, Inc. Katy TX 848 Dominion Dr",,,Salesforce
10953708,Inactive Investor,Trevor Smith,Financial Advisor,PNC Investments Pittsburgh PA 4101 Butler St,trevor.smith@pnc.com,,Salesforce
9594311,,Phoebe Hayes,,,phayes@brfinc.com,,List import
11007217,Inactive Investor,Dena Cutler,,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,denaleecutler@primerica.com,,Salesforce
9586270,,Tyson Peterson,,,tyson.peterson@transamerica.com,,List import
9593772,,Shawn Narancich,,,narancich@fergwell.com,,List import
11058156,Inactive Investor,Samuel Allen,,"Zions Direct, Inc.",samuel.allen@zionsbank.com,,Salesforce
10800416,Inactive Investor,Gregory Lew,Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,gregory.lew@ubs.com,,Salesforce
10986347,Inactive Investor,Jessica Espinosa,,J.P. Morgan Securities LLC Woodburn OR 1539 Mount Hood Ave,jessica.espinosa@jpmorgan.com,,Salesforce
10913880,Inactive Investor,Melinda Meacham,,Kovack Securities Inc. Topeka KS 3601 SW 29th St,mmeacham@ksifa.com,,Salesforce
9634034,,Lawrence Parletta,,,parletta@gmail.com,,List import
10753283,Inactive Investor,Thietje Hunt,Financial Advisor,"Ameriprise Financial Services, LLC Rapid City SD 2040 W Main St",thietje.a.hunt@ampf.com,,Salesforce
10879449,Inactive Investor,Shaseen Yobe,,Cetera Investment Services LLC Canfield OH 2 S Broad St,,,Salesforce
10861821,Inactive Investor,Nicholas Gardner,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Walnut Creek CA 1676 N California Blvd",nicholas.gardner@tiaa.org,,Salesforce
11037244,Inactive Investor,Zachary Gosselin,,"The Leaders Group, Inc.",,,Salesforce
10918973,Inactive Investor,Jennifer Delaney,,Commonwealth Financial Network Minneapolis MN 7900 International Dr,jbarhoum@commonwealth.com,,Salesforce
11134281,Inactive Investor,Joseph Siragusa,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Freehold NJ 83 South St",jsiragusa@wfafinet.com,,Salesforce
10953835,Inactive Investor,Jordan Edwards,Financial Advisor,LPL Financial LLC Edmond OK 2908 Via Esperanza,jordan.edwards@lpl.com,,Salesforce
11000792,Inactive Investor,Christopher Manning,,LPL Financial LLC New York NY 5 Bryant Park,christopher.manning@lpl.com,,Salesforce
9550904,,Patrick Cooper,,,patrick.cooper@srsfund.com,,List import
371048,,Mbanefo Ikechukwu,,Nigeria,emmanuelik15@gmail.com,,Salesforce
10662317,,Andrew Buttimer,,,a.buttimer@mbrownltd.com,,List Import
10486938,,Karthik Muraliraj,,Commonwealth Financial Network,kmuraliraj@commonwealth.com,,List import
10950528,Inactive Investor,Lonnie Pelton,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,lpelton@primerica.com,,Salesforce
10828812,Inactive Investor,Lori Siegel,,"Raymond James Financial Services, Inc. Houston TX 1177 West Loop S",lori.siegel@raymondjames.com,,Salesforce
10999839,Inactive Investor,Kyle Loch,Division Leader,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,kyle.loch@primerica.com,,Salesforce
9604566,,Katie McIntosh,,,km033586@gmail.com,,List import
10758290,Inactive Investor,Amanda Green,Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",amandagreen@ml.com,,Salesforce
10783923,Inactive Investor,John Foard,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",john.foard@ml.com,,Salesforce
350848,,Daniel Ron,Vice President,"Long Point Capital, Inc",dron@longpointcapital.com,212-593-1800,Manual List Upload
10863631,Inactive Investor,Qi Jin,,Citigroup Global Markets Inc.,,,Salesforce
11154633,Inactive Investor,Matthew Springer,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
220134,,Thanh Tan Nguyen,,[Unknown],nguyenthanhtan2727@gmail.com,,Direct
10938657,Inactive Investor,Adam Magee,Partner,Whitney & Company,,,Salesforce
10903988,Inactive Investor,Isaiah Neeper,Private Client Advisor,J.P. Morgan Securities LLC Dublin OH 6515 Sawmill Rd,isaiah.neeper@jpmorgan.com,,Salesforce
10813753,Inactive Investor,James Warner,Chief Compliance Officer;Chief Financial Officer;Member;Partner;Vice President,"Sanderson Wealth Management, LLC",jwarner@sandersonllc.com,,Salesforce
10801720,Inactive Investor,Byron Harrell,Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,bharrell@investdavenport.com,,Salesforce
10790520,Inactive Investor,Daniel Wott,Financial Advisor,Edward Jones Perrysburg OH 25686 Dixie Hwy,dan.wott@edwardjones.com,,Salesforce
11100841,Inactive Investor,Richard Lacava,,"Avantax Investment Services, Inc. Carver MA 124C Main St",,,Salesforce
11051538,Inactive Investor,David Dennett,Senior Investment Advisor,"Solid Point Wealth Advisors, LLC",ddennett@solidpointwealth.com,,Salesforce
11077640,Inactive Investor,Matthew Ketrow,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,matthew.ketrow@fidelity.com,,Salesforce
11114024,Inactive Investor,Nancy Neto,,"Farmers Financial Solutions, LLC Hayward CA 1290 B St",nneto@farmersagent.com,,Salesforce
9572928,,Michael Sedoy,,,msedoy@scoriacap.com,,List import
10994076,Inactive Investor,Joseph Conrad,,J.P. Morgan Securities LLC Lake Oswego OR 4155 Mercantile Dr,joseph.conrad@jpmorgan.com,,Salesforce
11020203,Inactive Investor,Andrew Stipp,,"First Command Brokerage Services, Inc. Richmond Hill GA 2591 US Hwy 17",,,Salesforce
10811353,Inactive Investor,Daniel Sandlin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",daniel.sandlin@ml.com,,Salesforce
11021344,Inactive Investor,Jason Miller,Financial Advisor,"Ameriprise Financial Services, LLC Huntingdon PA 320 7th St",jason.d.miller@ampf.com,,Salesforce
9629684,,Julio cesar Porama,,,cdporama@gmail.com,,List import
10611703,,Steven Violette,Financial Advisor,,steven.violette@wellsfargoadvisors.com,,List Import
11193564,Inactive Investor,Bruno Lombardo,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",bruno.lombardo@wfadvisors.com,,Salesforce
10951577,Inactive Investor,Donald Wilson,,"Allstate Financial Services, LLC Shreveport LA 9245 Wallace Lake Rd",dchadwilson@allstate.com,,Salesforce
11223025,,Eric Techel,,,etechel@capricornllc.com,,List Import
11048896,Inactive Investor,William Vogel,Managing Principal;Portfolio Manager,"Montag & Caldwell, LLC",wvogel@montag.com,,Salesforce
11029940,Inactive Investor,Joseph Carty,Financial Advisor,Edward Jones Flemington NJ 148 State Rte 31,,,Salesforce
10866145,Inactive Investor,Kalonn Boyle,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10877185,Inactive Investor,Rebecca Miller,Financial Advisor,Edward Jones Sedona AZ 210 Sunset Dr,rebecca.miller@edwardjones.com,,Salesforce
5340580,,Henry Grant,,,hedgargrantinc@gmail.com,,Web Form Fillout
10904582,Inactive Investor,Sarah Sellari Campbell,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,sarah.campbell@fmr.com,,Salesforce
9642749,,desu srinivasa rao,,,srithrimurthi.ams@gmail.com,,List import
10832256,Inactive Investor,Patricia Sutton,Financial Advisor,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",patty.sutton@wellsfargoadvisors.com,,Salesforce
10996558,Inactive Investor,Jared Gruszczynski,Assistant Vice President;Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C. Tampa FL 1410 N West Shore Blvd",jgruszczynski@sequoia-financial.com,,Salesforce
10946949,Inactive Investor,Aaron Hansz,,LPL Financial LLC Spring TX 1070 Evergreen Cir,aaron.hansz@lpl.com,,Salesforce
496,,,,,steven25bruce0@hotmail.com,,
10505837,,Shari Merle,Financial Planner,LPL,shari.merle@lpl.com,(916) 933-2117,List import
10935515,Inactive Investor,Allison Bibens,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",allison.bibens@ml.com,,Salesforce
9597316,,Melanie Strange,,,mstrange@corbenicpartners.com,,List import
9605608,,Alessandro Marino,,,marinoalessandro85@yahoo.it,,List import
11173873,Inactive Investor,Jarod Nichols,Investment Advisor Representative,"Asset Guidance Group, LLC",jwnichols@assetguidancegroup.com,,Salesforce
11013920,Inactive Investor,Mahdee Shehadeh,,J.P. Morgan Securities LLC San Mateo CA 2900 S Norfolk St,mahdee.shehadeh@jpmorgan.com,,Salesforce
11053264,Inactive Investor,Frank Patton,,Cetera Investment Services LLC Lexington KY 201 E Main St,frank.patton@ceterais.com,,Salesforce
10647077,,Matthew Tepoorten,,,matthew.tepoorten@schwab.com,,List Import
148290,,Peter Jacobs,,[Unknown],peterjinsa@outlook.com,,
10957184,Inactive Investor,Mercedes Escandon,,"Robinhood Financial, LLC",mercedes.escandon@robinhood.com,,Salesforce
10778100,Inactive Investor,Eric Sutherland,Executive Director,J.P. Morgan Securities LLC Bluffton SC Private Residence,eric.c.sutherland@jpmorgan.com,,Salesforce
10776656,Inactive Investor,Thomas Atkins,Managing Member,Advisor Resource Council,,,Salesforce
10986623,Inactive Investor,Isabel Sepulveda Aguirre,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,isabel.sepulveda@fmr.com,,Salesforce
11039549,Inactive Investor,Daniel Figuly,Financial Advisor,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",daniel.a.figuly@wellsfargoadvisors.com,,Salesforce
341817,,Quint Hogrefe,"Cpa, Wealth Consultant",Genex Consulting,quint@genexstl.com,314-590-5900,Manual List Upload
10891483,Inactive Investor,Hyeon Kang,Associate,Morgan Stanley,,,Salesforce
10838467,Inactive Investor,Thomas Harman,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10839426,Inactive Investor,Tricia Mei-Lin Tsui,Wealth Management Associate,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
11035449,Inactive Investor,Hunter Helwig,,"Northwestern Mutual Investment Services, LLC Decorah IA 511 W Water St",hunter.helwig@nm.com,,Salesforce
11024077,Inactive Investor,Clifford Hiroshima,Director - Research;Office Manager,C. E. Skowrup & Co. Westlake Village CA 32107 Lindero Canyon Rd,,,Salesforce
9640563,,Mark Crockwell,,,mark.crockwell@saidholdings.com,,List import
11087918,Inactive Investor,Jason Samimi,Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",jason.samimi@nm.com,,Salesforce
11175187,Inactive Investor,Benjamin Greenwell,,J.P. Morgan Securities LLC Loveland OH 513 Loveland Madeira Rd,,,Salesforce
374742,,William Varnas,,PNC Investments,william.varnas@pnc.com,973-669-2401,Initial Salesforce Import
9555678,,Jeff Chandler,,,jeffcchandler@aol.com,,List import
10830714,Inactive Investor,Jon Youatt,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",jon.youatt@nm.com,,Salesforce
11033438,Inactive Investor,Eva Fimbres-Kurtze,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,efimbres-kurtze@primerica.com,,Salesforce
349886,,Anne Sapienza,Member,"Iag Wealth Partners, Llc",asapienza@iagwealthpartners.com,262-/44-68150,Manual List Upload
9554485,,Lev Freedman,,,bfreeed@gmail.com,,List import
9644374,,Joe Mistretta,,,jmistretta@cmengineers.com,,List import
9613339,,George Gasson,,,george.gasson@bnymellon.com,,List import
11076853,Inactive Investor,Eduard Kazatsky,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
9575856,,Robert Pugh,,,robert.pugh@transamerica.com,,List import
10947758,Inactive Investor,Kevyn Bowling,,"The Leaders Group, Inc.",kevyn@leadersgroup.net,,Salesforce
10812147,Inactive Investor,Jeanine Martin,Senior Vice President,PFS Investments Inc. Cumming GA 925 Sanders Rd,jeanine.edmondsmartin@primerica.com,,Salesforce
10915119,Inactive Investor,Lisa Deterding,Financial Advisor,Edward Jones Austin TX 1217 W Slaughter Ln,lisa.deterding@edwardjones.com,,Salesforce
9583173,,Jake Smith,,,jakes4146@gmail.com,,List import
10658020,,Amanda Scipione,,,amanda.scipione@fmr.com,,List Import
11148326,Inactive Investor,Heidi King,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,hking00@ft.newyorklife.com,,Salesforce
10946037,Inactive Investor,Alex Nader,Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",alex.nader@ampf.com,,Salesforce
11177765,Inactive Investor,Brian Aikens,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",brian.aikens@nm.com,,Salesforce
11082105,Inactive Investor,Louis Roedersheimer,Financial Advisor,"M Holdings Securities, Inc. Covington KY 40 W 5th St",,,Salesforce
10754768,Inactive Investor,Daniel Paduano,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,dpaduano@nb.com,,Salesforce
11085048,Inactive Investor,Brian Lindsay,Financial Advisor;First Vice President - Wealth Management;Senior Vice President,Morgan Stanley Rockford IL 2126 N Perryville Rd,brian.lindsay@morganstanley.com,,Salesforce
11066314,Inactive Investor,Tyler Dempster,,"Cambridge Investment Research, Inc. Costa Mesa CA 2900 Bristol St",,,Salesforce
9628911,,Todd Ruble,,,todd@stonegatefg.com,,List import
11171169,Inactive Investor,Clay Young,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Member,"Tannin Capital, LLC",clayyoung@tannin.com,,Salesforce
11079350,Inactive Investor,Jeffery Bricker,,"Independent Financial Group, LLC Kent OH 4030 State Rte 43",,,Salesforce
11064271,Inactive Investor,William Wehner,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,wwehner@eaglestrategies.com,,Salesforce
10808853,Inactive Investor,Brian Cohlmia,Financial Advisor,Edward Jones Edmond OK 14009 N Eastern Ave,brian.cohlmia@edwardjones.com,,Salesforce
11198326,Inactive Investor,John Earnhardt,First Vice President - Investments,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",john.earnhardt@raymondjames.com,,Salesforce
10770271,Inactive Investor,Ellie Chizmarova,Director - Alternative Investments;Institutional Consultant;Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,ellie.chizmarova@morganstanley.com,,Salesforce
343297,,Jonathan Finegold,,[Unknown],jgold@hughes.net,,Organic Search
10765765,Inactive Investor,Juan Dibildox,,Morgan Stanley Miami FL 200 S Biscayne Blvd,juan.dibildox@morganstanley.com,,Salesforce
10764798,Inactive Investor,Jess Crespi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jess.j.crespi@jpmorgan.com,,Salesforce
10487333,,Amy Howe,"Authorized Officer, Team Administrator",UBS Financial Services Inc.,amy.cooke@ubs.com,,List Import
11085699,Inactive Investor,David Rowe,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,david.rowe@jpmorgan.com,,Salesforce
10758666,Inactive Investor,Theresa Flemma,Managing Director,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,tflemma@rwbaird.com,,Salesforce
10989059,Inactive Investor,Cristian Magnolia,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,chris.magnolia@fmr.com,,Salesforce
11193382,Inactive Investor,Ronald Kirby,Executive Wealth Manager;President,Guardian Wealth Management Inc.,rkirby@gwmanagers.com,,Salesforce
11011708,Inactive Investor,Madison Shifley,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",madison.j.wilcox@nm.com,,Salesforce
11195377,Inactive Investor,Keith Hennessey,,"FBL Marketing Services, LLC West Des Moines IA 6750 Westown Pkwy",keith.hennessey@fbfs.com,,Salesforce
11161688,Inactive Investor,Kevin McCafferty,,Morgan Stanley Sandy UT 200 W Civic Center Dr,kevin.mccafferty@morganstanley.com,,Salesforce
10987907,Inactive Investor,Franklin Winters,,PFS Investments Inc. Lanham MD 9418 Annapolis Rd,fwinters@primerica.com,,Salesforce
11041956,Inactive Investor,Trevor Mcdaniel,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
350162,,Becky Botzet,Wealth Advocate,"Summit Wealth Advocates, Llc",bbotzet@summitwealthadvocates.com,612-987-9112,Manual List Upload
10793451,Inactive Investor,James Cronin,,NYLIFE Securities LLC Sioux Falls SD 5101 S Nevada Ave,jjcronin@ft.newyorklife.com,,Salesforce
11071457,Inactive Investor,Alan Goodman,,Key Investment Services LLC Liberty NY 53 S Main St,alan_goodman@keybank.com,,Salesforce
11079716,Inactive Investor,Gregory Jones,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10802814,Inactive Investor,Timothy Riis,Financial Advisor,Integrated Wealth Concepts LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
11199729,Inactive Investor,James Farmer,Financial Advisor,LPL Financial LLC Quincy IL 1201 Broadway St,grant.farmer@lpl.com,,Salesforce
11074758,Inactive Investor,Laurice Crain,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",ray.crain@equitable.com,,Salesforce
10887699,Inactive Investor,Suzanne Flannery,,Neuberger Berman BD LLC,suzanne.flannery@nb.com,,Salesforce
11178103,Inactive Investor,Ebonie Hackett,,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,ebonie.hackett@morganstanley.com,,Salesforce
11203436,Inactive Investor,Robert Nistendirk,Managing Member,"WNA Wealth Management, LLC",,,Salesforce
9607406,,Marco Favia,,,marcofavia.consulting@gmail.com,,List import
11148774,Inactive Investor,Howard Adcock,,"Kestra Investment Services, LLC Tampa FL 311 W Fletcher Ave",,,Salesforce
10441856,,roland 0x,,,0xroland@gmail.com,,Web Form Fillout
9602713,,Michael Rothberg,,,ritaandmichael2018@gmail.com,,List import
11157916,Inactive Investor,Alexander Rosenthal,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alexander_rosenthal@vanguard.com,,Salesforce
10647507,,Jason Billingsley,,,jason@commonwealthinvestmentadvisors.com,,List Import
11088758,Inactive Investor,Natalia Troshin,,"Voya Financial Advisors, Inc.",natalia.troshin@voya.com,,Salesforce
9552436,,Eric Nelson,,,eric.nelson@pnc.com,,List import
10866488,Inactive Investor,Minor Bond,,"Raymond James & Associates, Inc. Ocala FL 2701 SW 34th St",tommy.bond@raymondjames.com,,Salesforce
11061663,Inactive Investor,Daniella Diquez,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
11025263,Inactive Investor,Kirk Zink,Financial Advisor,Edward Jones East Grand Forks MN 910 Central Ave NE,kirk.zink@edwardjones.com,,Salesforce
10486496,,Melinda Witt,,"MML Investors Services, LLC",mwitt@massmutual.com,,List Import
11112409,Inactive Investor,Jeffrey Douglass,Financial Advisor;Financial Services Representative,"Principal Securities, Inc. Lakeville NY 3261 Rochester Rd",douglass.jeffrey@principal.com,,Salesforce
342121,,Ning Wang,,,ning@antalpha.com,,
10648469,,Christopher Sexton,,,christopher.sexton@fmr.com,,List Import
10762045,Inactive Investor,Jasmine Turner,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,jasmine.turner@ubs.com,,Salesforce
11160910,Inactive Investor,Christopher Jewell,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",christopher.jewell@wellsfargoadvisors.com,,Salesforce
11044793,Inactive Investor,Natalie Duran,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,nduran@primerica.com,,Salesforce
10993273,Inactive Investor,James Hebert,Private Wealth Manager;Wealth Advisor,"Prosperity Financial Group, Inc.",james@prosperityfg.com,,Salesforce
10990427,Inactive Investor,Lauren Richards,,"DAI Securities, LLC",,,Salesforce
11136381,Inactive Investor,Ahyan Tyler,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10979988,Inactive Investor,Kathleen Mcinerney,Paraplanner,"Ameriprise Financial Services, LLC Melbourne FL 6555 N Wickham Rd",kathleen.mcinerney@ampf.com,,Salesforce
346197,,Steve Holland,Manager,Campbell Global,sholland@campbellgroup.com,503-275-9675,Manual List Upload
10892851,Inactive Investor,Chet Ortman,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,chet.ortman@fidelity.com,,Salesforce
9628192,,Daniel Gallagher,,,daniel.phon.gallagher@fmr.com,,List import
9571769,,Kevin Czarnecki,,,kevin.czarnecki@berthelrep.com,,List import
338715,,Keith Boyd,,Wells Fargo Advisors,keith.boyd@wellsfargoadvisors.com,908-806-7517,Database Upload
10887953,Inactive Investor,Jon McDowell,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
9602999,,Jeremy Mcroberts,,,jmcroberts@personalcapital.com,,List import
11098628,Inactive Investor,Ia Hagan,Financial Advisor,Robert W. Baird & Co. Incorporated Omaha NE 13609 California St,,,Salesforce
9587001,,Cathleen Theiler,,,cathleentheiler@argi.net,,List import
11104509,Inactive Investor,Jennifer Adams,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11136198,Inactive Investor,David Doray,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",david.doray@ml.com,,Salesforce
10864054,Inactive Investor,Michael Woods,,LPL Financial LLC Prescott AZ 100 E Sheldon St,,,Salesforce
212768,,Heather Seymour,"Financial Advisor, Senior Vice President",RBC Bank (Canada),heather.krause@rbc.com,,Advertising
11125727,Inactive Investor,Tanner Brumby,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",tanner.brumby@nm.com,,Salesforce
11167543,Inactive Investor,Michael Duke,,NYLIFE Securities LLC Mansfield TX Private Residence,mrduke@ft.newyorklife.com,,Salesforce
11075695,Inactive Investor,Veronica Arango,,J.P. Morgan Securities LLC Roselle NJ 700 E 1st Ave,veronica.arango@jpmorgan.com,,Salesforce
11142729,Inactive Investor,Sean Westbrook,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pueblo CO 119 W 5th St",,,Salesforce
9564795,,Mark Hunter,,,mhunter@excel-mark.org,,List import
10763242,Inactive Investor,Daniel Cotter,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,daniel.cotter@ubs.com,,Salesforce
11140359,Inactive Investor,Joseph Thomas,Financial Advisor,Edward Jones Hartsville SC 310 W Home Ave,j.thomas@edwardjones.com,,Salesforce
7494107,,Raymond Smith,,,xenekiw636@marikuza.com,,Web Form Fillout
10980290,Inactive Investor,Garrett Gray,,Lincoln Investment Maria Stein OH 7990 State Rte 119,ggray@lincolninvestment.com,,Salesforce
10656063,,William Burke,,,bill.burke@ihtwm.com,,List import
11093050,Inactive Investor,William Kern,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
10972227,Inactive Investor,Katherine Brown,,"Bankers Life Securities, Inc. Columbia SC 140 Stoneridge Dr",katherine.brown@bankerslife.com,,Salesforce
10604231,,Yi Hao,Financial Advisor,Pruco Securities LLC,yi.hao@prudential.com,8002016690,List Import
11086024,Inactive Investor,Richard Rutkowski,,NYLIFE Securities LLC Edison NJ 379 Thornall St,rmrutkowski@ft.newyorklife.com,,Salesforce
10484916,,Owen Stewart,"Chief Compliance Officer, President","Macro Wealth Advisors, Inc.",ostewart@macro-wealthadvisors.com,214-387-4647,List import
11212413,Inactive Investor,Javier Tavares,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 633 3rd Ave,javier.tavares@jpmorgan.com,,Salesforce
10808280,Inactive Investor,Micheline Romano,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
11046740,Inactive Investor,Chhavi Goel-Parker,Financial Advisor;Financial Planning Specialist;Investment Consultant,Morgan Stanley Rochester NY 300 Linden Oaks,chhavi.goel-parker@morganstanley.com,,Salesforce
11237973,Inactive Investor,Christopher Schutt,,PTCP,cschutt@performancetrust.com,,Salesforce
10794952,Inactive Investor,James Ripley,Financial Advisor;Vice President,D.A. Davidson & Co. Boise ID 101 S Capitol Blvd,jripley@dadco.com,,Salesforce
9632136,,Latrice Ruffin,,,willfollow719@gmail.com,,List import
11151665,Inactive Investor,Michael Caputo,,"Calton & Associates, Inc. Matawan NJ 106 Main St",mcaputo@calton.com,,Salesforce
10909120,Inactive Investor,Rodrigo Alencar,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,rodrigo.alencar@citi.com,,Salesforce
11202500,Inactive Investor,Edward Mcdonnell,,Vanguard Marketing Corporation,edward_mcdonnell@vanguard.com,,Salesforce
11200961,Inactive Investor,Cary Boring,Senior Vice President,"Trilogy Capital, Inc.",cary.boring@trilogyfs.com,,Salesforce
11094635,Inactive Investor,Leslie Madden,Secretary,Madden Asset Management,,,Salesforce
10938074,Inactive Investor,Edward Reynolds,Owner,Deak Reynolds Company,,,Salesforce
10808867,Inactive Investor,Jessica Fallis,,"RBC Capital Markets, LLC",,,Salesforce
144263,,Merrick Nguyen,,[Unknown],merrick@stratefiwealth.com,,source
5526504,,Yousif SHAMMAR,,,srbo0@hotmail.com,,Web Form Fillout
10945043,Inactive Investor,Nevin Gomez,,"Wells Fargo Clearing Services, LLC Syosset NY 137 Jackson Ave",,,Salesforce
11152537,Inactive Investor,Chad Kihm,,"Osaic Wealth, Inc. Austin TX 4425 S MO Pac Expy",,,Salesforce
10931885,Inactive Investor,Frank Hotze,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",nick.hotze@bofa.com,,Salesforce
11133672,Inactive Investor,Richard Treu,Financial Advisor,"Wells Fargo Clearing Services, LLC Rhinebeck NY 6423 Montgomery St",richard.treu@wellsfargoadvisors.com,,Salesforce
10895409,Inactive Investor,James Smith,,LPL Financial LLC Mount Laurel NJ 305 Fellowship Rd,,,Salesforce
10871495,Inactive Investor,Tyler Rochester,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11184779,Inactive Investor,Paulo Garcia,,"Wells Fargo Clearing Services, LLC Ladera Ranch CA 27702 Crown Valley Pkwy",,,Salesforce
10799237,Inactive Investor,Philip Danishefsky,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,philip.danishefsky@ubs.com,,Salesforce
340579,,Nicholas Mayor,Partner,Trinity Street Asset Management Llp,nm@trinitystreetam.com, -4959273,Manual List Upload
10826495,Inactive Investor,David Minich,,"ValMark Securities, Inc. Richfield OH 4603 W Streetsboro Rd",,,Salesforce
11117995,Inactive Investor,Brian Kiefer,,"Ameriprise Financial Services, LLC Arlington MA 11 Water St",brian.j.kiefer@ampf.com,,Salesforce
11012631,Inactive Investor,Ashley Hall,Director;Relationship Manager;Wealth Advisor,Chevy Chase Trust Company,ahall@chevychasetrust.com,,Salesforce
11222810,,Mariana Battista,,,mbattista@merceradvisors.com,,List Import
10849108,Inactive Investor,Shane Christiansen,,OneDigital Investment Advisors Midvale UT 6967 S River Gate Dr,,,Salesforce
11005982,Inactive Investor,Daniel Mallen,,J.P. Morgan Securities LLC,daniel.mallen@jpmorgan.com,,Salesforce
11182457,Inactive Investor,Eric Lee,Chief Compliance Officer,Lifelong Investment Management Services LLC,ericlee@alaskawealth.net,,Salesforce
10821945,Inactive Investor,Gregory Lane,Chief Compliance Officer;Director;Founder;President,Wellfit Financial Phoenix AZ 11811 N Tatum Blvd,,,Salesforce
10779907,Inactive Investor,Daniel Finnegan,Executive Director;Managing Director;Private Wealth Advisor,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,daniel.finnegan@morganstanley.com,,Salesforce
9624847,,Shannon Burk,,,shannon123burk@gmail.com,,List import
11045074,Inactive Investor,Nolan Schultz,,Cetera Advisor Networks LLC Littleton CO 1745 Shea Center Dr,,,Salesforce
10807879,Inactive Investor,James Jones,Wealth Advisor,LPL Financial LLC Irvine CA 3 Park Plz,james.jones@lpl.com,,Salesforce
11094145,Inactive Investor,Simon Blattstein,Financial Advisor,Thrivent Investment Management Inc. Schenectady NY 3418 Carman Rd,simon.blattstein@thrivent.com,,Salesforce
10843452,Inactive Investor,Paul McColgan,Chief Compliance Officer;Service Advisor,IVC Wealth Advisors LLC,pmccolgan@ivcwealth.com,,Salesforce
9632243,,scott hasday,,,sh0658@yahoo.com,,List import
10794665,Inactive Investor,Mark Niswonger,,NYLIFE Securities LLC Edinboro PA 220 W Plum St,mlniswonger@ft.newyorklife.com,,Salesforce
4571721,,Brendan Hartwell,,,brendanhartwell@gmail.com,,Web Form Fillout
11014926,Inactive Investor,Christie Kennett,,State Farm VP Management Corp. San Francisco CA 1215 9th Ave,christie.kennett.mdhr@statefarm.com,,Salesforce
10797432,Inactive Investor,Chad Anderson,Financial Advisor,"Financial Dimensions Group, Inc. North Branch MN 3877 10th Ave SW",chad@fdg-advisors.com,,Salesforce
9545310,,Erik Luo,,,erik.luo@penfed.org,,List import
11132705,Inactive Investor,Chris Nietenhoefer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",chris_nietenhoefer@ml.com,,Salesforce
10945139,Inactive Investor,Matthew Rix,Financial Advisor,Edward Jones Stockbridge GA 280 Country Club Dr,matthew.rix@edwardjones.com,,Salesforce
335260,,Howard Milove,Member,Access Wealth,hmilove@access-wealth.com,973-740-2400,Manual List Upload
10940135,Inactive Investor,William Sanders,,"Hornor, Townsend & Kent, LLC Akron OH 130 Springside Dr",wsanders@htk.com,,Salesforce
10998030,Inactive Investor,Ryan Hartland,Financial Consultant Associate,PNC Investments Cleveland OH 1900 E 9th St,ryan.hartland@pnc.com,,Salesforce
10879165,Inactive Investor,Andrew Sahlstrom,Financial Advisor,Edward Jones Onalaska WI 1052 Oak Forest Dr,andrew.sahlstrom@edwardjones.com,,Salesforce
104363,,Carlos Diaz,CFO,SIMED PERU SAC,cdiaz@simedcorp.com,,
11016727,Inactive Investor,Edward Crino,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,ecrino@primerica.com,,Salesforce
10885819,Inactive Investor,George Pierce,Financial Consultant,LPL Financial LLC Seattle WA 1200 Westlake Ave N,george.r.pierce@lpl.com,,Salesforce
11129902,Inactive Investor,Thomas Pedersen,,"Ameriprise Financial Services, LLC Millis MA 840 Main St",thomas.s.pedersen@ampf.com,,Salesforce
10779483,Inactive Investor,Jon Venable,Financial Advisor,Edward Jones Carbondale IL 1130 E Main St,j.brooks.venable@edwardjones.com,,Salesforce
10762012,Inactive Investor,Richard Strand,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",richard_strand@ml.com,,Salesforce
10836868,Inactive Investor,Seitoku Takahashi,,"Raymond James Financial Services, Inc. Honolulu HI 433 Kapahulu Ave",seitoku.takahashi@raymondjames.com,,Salesforce
9567717,,Nicholas Peregoy,,,nicholas.peregoy@pnc.com,,List import
11068994,Inactive Investor,Andrew Greenberg,,"M Holdings Securities, Inc. Bethesda MD 7315 Wisconsin Ave",,,Salesforce
11057530,Inactive Investor,April Paniagua,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11045755,Inactive Investor,Adam Mccollum,Advisor;President,"Wealth Management Northwest, Inc.",,,Salesforce
10779960,Inactive Investor,Robert Lattig,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",robert.v.lattig@ml.com,,Salesforce
11129088,Inactive Investor,Wade Wolfe,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",wade.wolfe@ml.com,,Salesforce
11005830,Inactive Investor,Eric Wilson,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,erwilson@ft.newyorklife.com,,Salesforce
10977157,Inactive Investor,Sasha Guillory,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10531766,,Thomas Brown,Financial Consultant,Cetera Investors,thomas.brown@ceterainvestors.com,6144018720,List Import
10834577,Inactive Investor,Scot Regner,,"American Portfolios Financial Services, Inc. Jacksonville Beach FL 422 Jacksonville Dr",sregner@americanportfolios.com,,Salesforce
9546492,,Norma Graves,,,ngraves@westfinancial.com,,List import
10854415,Inactive Investor,Evan Dailey,,"Equitable Advisors, LLC San Francisco CA 1250 Jones St",evan.dailey@equitable.com,,Salesforce
9575377,,James Westmacott,,,jwestmacott@westcofinancialgroup.com,,List import
11148851,Inactive Investor,Gregory Mercer,Financial Representative,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",gregory.mercer@nm.com,,Salesforce
10840802,Inactive Investor,Lisa Lapierre,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,lisa.switzer@fidelity.com,,Salesforce
10646638,,Lauren Griffin,,,lbgriffin@rwbaird.com,,List Import
10977772,Inactive Investor,Christopher Nguyen,,"Wells Fargo Clearing Services, LLC Huntington Beach CA 16531 Bolsa Chica St",,,Salesforce
10811526,Inactive Investor,Jeffery Spicer,,"Raymond James Financial Services, Inc. Akron OH 3680 Embassy Pkwy",jeffery.spicer@raymondjames.com,,Salesforce
11165710,Inactive Investor,Timothy Dunigan,Financial Consultant,"Equitable Advisors, LLC Irvine CA 2050 Main St",timothy.dunigan@equitable.com,,Salesforce
10798832,Inactive Investor,Kristopher Burak,,"Rehmann Financial Network, LLC",kris.burak@rehmann.com,,Salesforce
10983078,Inactive Investor,Michelle Chausse,Investment Advisor Representative,"The Patriot Financial Group, LLC Westborough MA 33 Lyman St",,,Salesforce
10797499,Inactive Investor,Anupma Parks,Private Wealth Management Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,,,Salesforce
11135337,Inactive Investor,Ana Maria Martinez,Chief Financial Officer;Owner,Mason Westbridge Asset Management LLC Snellville GA 4657 Huff Park Ct,,,Salesforce
9638926,,Ren?e Fisher,,,rfisher@foundationhoc.org,,List import
10823490,Inactive Investor,Daniel Jackson,Financial Advisor,Edward Jones Omaha NE 10040 Regency Cir,daniel.jackson@edwardjones.com,,Salesforce
11029553,Inactive Investor,David Spencer,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",david.spencer@nm.com,,Salesforce
11105753,Inactive Investor,Matthew Couitt,,J.P. Morgan Securities LLC Middletown RI 5 E Main Rd,matthew.couitt@chase.com,,Salesforce
10850062,Inactive Investor,Lance Marcell,Financial Planner;Financial Professional,PlanMember Securities Corporation Kingsford MI 128 Maple St,,,Salesforce
245704,,Dick Darian,CEO,Wise Rhino Group,dick@wiserhinogroup.com,,Manual List Upload
11168755,Inactive Investor,Joshua Cason,Advising Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
227046,,Rp -,,Rp [[Unknown]],errrrt@gmail.com,,
9564552,,Larry Ricke,,,lricke@massmutual.com,,List import
10810863,Inactive Investor,Shawn Warren,Financial Consultant,"Osaic Wealth, Inc. Westlake Village CA 2945 Townsgate Rd",,,Salesforce
11085742,Inactive Investor,James Joiner,,LPL Financial LLC Albany GA 2301 Dawson Rd,jay.joineriv@lpl.com,,Salesforce
10946993,Inactive Investor,Zachary Macdougall,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11026670,Inactive Investor,Adam Shayo,Financial Advisor;Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 55 E 52nd St,adam.shayo@morganstanley.com,,Salesforce
11078765,Inactive Investor,Akila Raman,,Goldman Sachs & Co.,akila.raman@gs.com,,Salesforce
10656936,,Karl Beck,,,karl.beck@nm.com,,List Import
11159583,Inactive Investor,Brandi Schnathorst,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,brandi.schnathorst@ubs.com,,Salesforce
11139847,Inactive Investor,Kevin Sarver,,Citigroup Global Markets Inc.,kevin.sarver@citi.com,,Salesforce
10955042,Inactive Investor,Jamar Monroe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jamar_monroe@vanguard.com,,Salesforce
10894162,Inactive Investor,Bola Habib,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",bola.habib@ml.com,,Salesforce
344646,,Karen Parroco,Member,Canopus Wealth Management,parroco@canopuswealthmanagement.com,502-882-0820,Manual List Upload
10646322,,Matthew Steinke,,,matthew.steinke@lpl.com,,List Import
11012637,Inactive Investor,Caroline Jacoby,,Vanguard Marketing Corporation,caroline_jacoby@vanguard.com,,Salesforce
11205310,Inactive Investor,Robert Murtagh,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",robert.murtagh@ml.com,,Salesforce
10884000,Inactive Investor,Jordan Witt,Associate Member;Founder;Investment Advisor Representative;President,"Witt Financial Group, LLC",,,Salesforce
10940529,Inactive Investor,Yixin Xie,,Goldman Sachs & Co.,,,Salesforce
9558286,,Rodrigo Lopez,,,rlrpersonal1@gmail.com,,List import
10645280,,Amber Jakubson,,,amber.jakubson@jpmorgan.com,,List Import
10853988,Inactive Investor,Nancy Wangler,,"U.S. Bancorp Investments, Inc.",nancy.wangler@usbank.com,,Salesforce
11210841,Inactive Investor,Wei Qiao,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",wei.qiao@ml.com,,Salesforce
374235,,Ben NA,,,,618-558-7328,Salesforce
10939982,Inactive Investor,Jeremy Lim,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9580746,,Sheree Arntson,,,sheree@alliumfinancial.com,,List import
200627,,Sadegh Zare,,Iran,sadeghzare916@gmail.com,,
10767825,Inactive Investor,Jerry Willenborg,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 2893 Executive Park Dr",jerry.willenborg@raymondjames.com,,Salesforce
11055587,Inactive Investor,Jeffrey Hatfield,,Commonwealth Financial Network Fort Mitchell KY 2734 Chancellor Dr,,,Salesforce
11051451,Inactive Investor,William Kirby,,"Wells Fargo Advisors Financial Network, LLC Pittsfield MA 66 West St",william.kirby@wfafinet.com,,Salesforce
9585800,,Donald Droegemueller,,,donald.droegemueller@peakfinancialconsulting.com,,List import
10764719,Inactive Investor,Andrew Patterson,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,abpatterson@rwbaird.com,,Salesforce
10859678,Inactive Investor,Marianne Laurent,Financial Advisor,Edward Jones Excelsior MN 464 2nd St,marianne.laurent@edwardjones.com,,Salesforce
10819012,Inactive Investor,Scott Winter,Financial Advisor;Vice President,UBS Financial Services Inc. Denver CO 4600 S Ulster St,scott.winter@ubs.com,,Salesforce
10750418,Inactive Investor,Derick Jusino-Ortiz,,Cetera Advisor Networks LLC Santa Isabel Private Residence,,,Salesforce
11159207,Inactive Investor,James Corso,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",,,Salesforce
11173671,Inactive Investor,Christian Locher,,"Grove Point Investments, LLC Severna Park MD 302 Ritchie Hwy",clocher@hbeckinc.com,,Salesforce
11006438,Inactive Investor,Jay Moyer,,State Farm VP Management Corp. Fulshear TX 5757 Flewellen Oaks Ln,jay.moyer.t5t9@statefarm.com,,Salesforce
10893585,Inactive Investor,Mei-Mei Chow,Senior Investment Associate,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",mei.chow@rbc.com,,Salesforce
11236582,Inactive Investor,Patrick Campbell,Financial Advisor,McAdam LLC Langhorne PA Private Residence,patrick.campbell@mcadamfa.com,,Salesforce
351289,,Cassandra Lutterkort,Advisor,Pemberton Capital Advisors Llp,cassandra.rivilla-lutterkort@pembertonam.com,440-207-9939300,Manual List Upload
233585,, -,,[[Unknown]],heri.lausell.jr@gmail.com,,
225647,, -,,[[Unknown]],brianjtalbot@gmail.com,,Initial Salesforce Import
11031344,Inactive Investor,James Johnson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 250 W Old Wilson Bridge Rd",james.b.johnson@ampf.com,,Salesforce
348284,,Perry Perry,Vice President,Investor Resources Inc,perry@investorresourcesinc.com,360-895-9119,Manual List Upload
9540546,,Jason Perman,,Celsius Network LTD,jason.perman@celsius.network,,Organic Search
11161024,Inactive Investor,John Bretti,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,john.bretti@jpmorgan.com,,Salesforce
11085182,Inactive Investor,Matthew Williams,,NYLIFE Securities LLC Austin TX 7719 Wood Hollow Dr,mrwilliams@ft.newyorklife.com,,Salesforce
9643308,,Jeffrey Baybick,,,jhbaybick@gmail.com,,List import
10783896,Inactive Investor,Michael Kostecki,Executive Director;Financial Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,michael.kostecki@morganstanley.com,,Salesforce
11038643,Inactive Investor,David Durcan,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",david.durcan@equitable.com,,Salesforce
11095576,Inactive Investor,Sheryl Denniston,Senior Registered Associate,Morgan Stanley New York NY 101 Park Ave,sheryl.denniston@morganstanley.com,,Salesforce
11057416,Inactive Investor,Joseph Haar,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",joseph.haar@tiaa.org,,Salesforce
9609111,,Mark Baran,,,markrbaran@ygmail.com,,List import
10917681,Inactive Investor,Karen Sarten,Director;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC",kreifel@beaconpointe.com,,Salesforce
10798445,Inactive Investor,Ken Park,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",ken.park@ml.com,,Salesforce
10976457,Inactive Investor,Nancy Messimer,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,nmessimer@primerica.com,,Salesforce
10777072,Inactive Investor,Kris Mason,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,kris.mason@fidelity.com,,Salesforce
9618318,,Edward McHugh,,,emchugh@rkcap.com,,List import
204492,,Joseph Ball,,Australia,pickletheplacid@hotmail.com,,
11164884,Inactive Investor,Ryan McKay,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11169225,Inactive Investor,Kyle Treadwell,Financial Planner,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",kyle.treadwell@prudential.com,,Salesforce
11026603,Inactive Investor,Jessica Ingram,,"The Leaders Group, Inc.",,,Salesforce
9560508,,Jacqueline Mullen,,,jacqueline.mullen@fmr.com,,List import
10972759,Inactive Investor,Taylor Wallis,Client Service Associate;Vice President,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,taylor.wallis@jpmorgan.com,,Salesforce
340440,,Nancy Hendrickson,Manager Of Recordkeeping Services,"Schneider Downs Wealth Management Advisors, Lp",nhendrickson@schneiderdowns.com,412-697-5200,Manual List Upload
10767832,Inactive Investor,Gregory Burns,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",gregory_burns@ml.com,,Salesforce
10976347,Inactive Investor,Karolyn Rupp,,State Farm VP Management Corp. Anchorage AK 5484 Taku Dr,karolynrupp@statefarm.com,,Salesforce
9623657,,Jan Hladík,,,hladik.jan.corp@seznam.cz,,List import
11151952,Inactive Investor,Noah Dorman,,Stonex Securities Inc. Orefield PA 2340 PA Rte 309,noah.dorman@saswealth.com,,Salesforce
11022214,Inactive Investor,Andrew Aufderheide,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,daufderheide@rwbaird.com,,Salesforce
10983568,Inactive Investor,Jacob Biltz,Financial Advisor,LPL Financial LLC State College PA 1767 N Atherton St,jake.biltz@lpl.com,,Salesforce
9583669,,Junsuk Huh,,,huhjs0109@gmail.com,,List import
9591294,,Paul Battaglia,,,pbattaglia@manning-napier.com,,List import
10916352,Inactive Investor,Justin Fairchild,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11197384,Inactive Investor,Jason Munro,,"Farmers Financial Solutions, LLC Westlake Village CA 25 Rolling Oaks Dr",jmunro@farmersagent.com,,Salesforce
10840425,Inactive Investor,Michael McAvoy,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",michael.mcavoy@wellsfargoadvisors.com,,Salesforce
10879740,Inactive Investor,Ryan Weimer,Financial Advisor,Edward Jones Bourbonnais IL 1230 N Convent St,ryan.weimer@edwardjones.com,,Salesforce
29277,,Shawn Wiley,,[[Unknown]],shawnlwiley@yahoo.com,,Direct
11123348,Inactive Investor,John Deorio,,Vanguard Marketing Corporation,,,Salesforce
9584770,,Steven Story,,,slstory@unitedplanners.com,,List import
10932889,Inactive Investor,Brooke Klug,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",brooke.wilson@nm.com,,Salesforce
10952266,Inactive Investor,Andrew Milewski,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10766852,Inactive Investor,Myron Hendrix,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bourbonnais IL 875 Main St NW",myron.hendrix@stifel.com,,Salesforce
9627518,,Ronald Southwood,,,r.e.south85@gmail.com,,List import
149334,,Pisut D,,[Unknown],pisut.d@kasikornbank.com,,Organic Search
11015662,Inactive Investor,Erika Jacobi,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",erika.l.jacobi@nm.com,,Salesforce
11026041,Inactive Investor,Megan Koontz,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",megan.e.koontz@nm.com,,Salesforce
10888668,Inactive Investor,Karl Jacobsen,,Sigma Financial Corporation Decorah IA Private Residence,,,Salesforce
9605773,,Jay Sommariva,,,jsommariva@fortpittcapital.com,,List import
10780689,Inactive Investor,Patrick Phinney,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",patrick.phinney@schwab.com,,Salesforce
9557305,,Salil Punalekar,,,salil.punalekar@gmail.com,,List import
10820260,Inactive Investor,Lawrence Lehman,,"Avantax Investment Services, Inc. Orland Park IL 7600 Hemlock Dr",,,Salesforce
11026518,Inactive Investor,Paul Chew,,State Farm VP Management Corp. San Francisco CA 2737 Judah St,paul.chew.svvo@statefarm.com,,Salesforce
34361,,Paul Kutanovski,Financial Advisor,"VALIC Financial Advisors, Inc.",paul.kutanovski@valic.com,219-756-6104,
10864169,Inactive Investor,Justin Hughes,Financial Consultant,"Charles Schwab & Co., Inc. Lexington KY 2344 Elkhorn Rd",justin.hughes@schwab.com,,Salesforce
11097757,Inactive Investor,Jack Jones,,Sigma Financial Corporation Tyler TX 100 Independence Pl,jjones@sigmarep.com,,Salesforce
9627547,,Bryan Warc,,,beyan@procoreadvisors.com,,List import
11059704,Inactive Investor,David Jeter,Director;Financial Advisor;Partner,"Allegheny Investments, Ltd.",djeter@alleghenyfinancial.com,,Salesforce
10775051,Inactive Investor,Pam Kimble,Associate,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,pam.kimble@morganstanley.com,,Salesforce
9632868,,Bevin Cathleen Dillon,,,bevin@bevindillon.com,,List import
10829072,Inactive Investor,Michael Nozzarella,Chief Investment Officer;Managing Director,"Tarbox Family Office, Inc.",,,Salesforce
10886597,Inactive Investor,Aurielle Lyken,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10866072,Inactive Investor,Cesar Flores,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10886278,Inactive Investor,Fredrick Wollman,,Cetera Advisor Networks LLC Escondido CA 144 S Grape St,fred.wollman@ceterawealth.com,,Salesforce
11087563,Inactive Investor,Peter Carollo,,"Osaic FS, Inc. Basking Ridge NJ Private Residence",,,Salesforce
10611786,,Hannah Huntley,Financial Advisor,,hannah.spooner@raymondjames.com,,List Import
11088302,Inactive Investor,David Teolis,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",david.teolis@ml.com,,Salesforce
11158965,Inactive Investor,Vincent McCarty,Financial Advisor,LPL Financial LLC West Des Moines IA 6600 Westown Pkwy,vince.mccarty@lpl.com,,Salesforce
10505794,,Brady McArdle,Owner,Galecki,bmcardle99@gmail.com,260-436-8525,List import
1001210,Inactive Investor,Himang Patel,,eToro,himangpa@etoro.com,,3rd Party Lead Gen
11070957,Inactive Investor,Michael Bronson,,"Voya Financial Advisors, Inc. Grand Rapids MI Private Residence",michael.bronson@voya.com,,Salesforce
11053765,Inactive Investor,Margaret Gugliotta,Financial Professional,LPL Financial LLC Lynchburg VA Private Residence,margaret.gugliotta@lpl.com,,Salesforce
11068008,Inactive Investor,Maricella Rivera-Garza,,"Farmers Financial Solutions, LLC Houston TX 15010 FM 529 Rd",maricella.ggarza@farmersagency.com,,Salesforce
341269,,Steven Mcinnis,Director,Van Liew Capital Inc,steven.mcinnis@ubs.com,401-272-2510,Manual List Upload
11071623,Inactive Investor,Paul Stanley,,"Osaic Wealth, Inc. Macomb MI Private Residence",pstanley@osaicwealth.com,,Salesforce
10936710,Inactive Investor,Peter Korcusko,,LPL Financial LLC Lake Wales FL Private Residence,peter.korcusko@lpl.com,,Salesforce
11192522,Inactive Investor,Daniel Rauchman,Financial Advisor,Edward Jones Minneapolis MN 4241 Nicollet Ave,daniel.rauchman@edwardjones.com,,Salesforce
10842015,Inactive Investor,Vincent Ashley,,"Osaic Wealth, Inc. Oak Park MI 13691 W 11 Mile Rd",,,Salesforce
11166528,Inactive Investor,Liqin Song,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 14440 SE Eastgate Way",liqin.song@ml.com,,Salesforce
10893323,Inactive Investor,Angela Dodson,,"Raymond James Financial Services, Inc. Greensboro NC 707 Green Valley Rd",angela.dodson@raymondjames.com,,Salesforce
11020316,Inactive Investor,Zachary Farris,,J.P. Morgan Securities LLC Frisco TX 5375 Lebanon Rd,zachary.farris@jpmorgan.com,,Salesforce
11071233,Inactive Investor,Matthew Zvolensky,,Key Investment Services LLC,matthew_zvolensky@keybank.com,,Salesforce
11260779,Inactive Investor,Matthew Cornfield,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
11255273,Inactive Investor,Fabian Garces,Wealth Advisor,Bordeaux Wealth Advisors,,,Salesforce
10753220,Inactive Investor,Brian Gibson,,"Raymond James Financial Services, Inc. West Union IA 105 E Main St",brian.gibson@raymondjames.com,,Salesforce
11100031,Inactive Investor,Bryan Davis,Financial Associate,Thrivent Investment Management Inc. Angleton TX Private Residence,bryan.davis@thrivent.com,,Salesforce
11018389,Inactive Investor,Steven Albanese,,Imprint Wealth LLC East Setauket NY Private Residence,steven.albanese@imprintwealth.com,,Salesforce
11062484,Inactive Investor,Benjamin Kajer,,Thrivent Investment Management Inc.,,,Salesforce
10837561,Inactive Investor,Isaac Schlesinger,,"Vanderbilt Securities, LLC",ischlesinger@vanderbiltsecurities.com,,Salesforce
10847754,Inactive Investor,Marvin Mitchell,Chief Executive Officer;Managing Member;Retirement Coach,Compass Retirement Group LLC,mmitchell@crsretirement.com,,Salesforce
10997416,Inactive Investor,Sharon Ayers-Seman,,"Allstate Financial Services, LLC Brecksville OH 8223 Brecksville Rd",sharonayers@allstate.com,,Salesforce
11117428,Inactive Investor,Allison McCartney,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,allison.mccartney@ubs.com,,Salesforce
11042375,Inactive Investor,Joseph Haas,Financial Advisor,LPL Financial LLC Morrisville PA 963 Randolph Dr,joe.haas@lpl.com,,Salesforce
11122208,Inactive Investor,Samuel Thomas,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
10778284,Inactive Investor,Craig Moss,Executive Director;Financial Advisor,Morgan Stanley Melville NY 58 S Service Rd,craig.moss@morganstanley.com,,Salesforce
10617253,,Brett Schaibley,,,brett.schaibley@edwardjones.com,,List Import
9557451,,Lynn Carter,,,lynn.carter@suntrust.com,,List import
10815508,Inactive Investor,Daphne Caperton,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
11141054,Inactive Investor,Jeffrey Jones,Financial Advisor,Edward Jones Prattville AL 1807 Station Dr,jeff.e.jones@edwardjones.com,,Salesforce
10786759,Inactive Investor,Andrew Jones,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",andrew.jones@53.com,,Salesforce
11233727,Inactive Investor,Jessica Peters,Financial Planning Associate,Commonwealth Financial Network Columbia MD 10500 Little Patuxent Pkwy,,,Salesforce
9583678,,Bryan Schumacher,,,schumacherb@svafinancial.com,,List import
11074031,Inactive Investor,Bradley Capadona,,Jefferies LLC,bcapadona@jefferies.com,,Salesforce
9602234,,Dennis Kane,,,dmichaelkane@aol.com,,List import
10878101,Inactive Investor,Jacob Berner,Financial Advisor,"Ameriprise Financial Services, LLC Midvale UT 7730 S Union Park Ave",jake.berner@ampf.com,,Salesforce
11075199,Inactive Investor,Michelle Adler,Financial Advisor;Vice President,Citigroup Global Markets Inc. Boca Raton FL 3009 Yamato Rd,michelle.adler@citi.com,,Salesforce
10821668,Inactive Investor,Natalie Permuy,,Edward Jones Chandler AZ Private Residence,natalie.permuy@edwardjones.com,,Salesforce
10965999,Inactive Investor,Rebecca Goettle,Associate Representative,Thrivent Investment Management Inc. Stanley ND 109 S Main St,rebecca.goettle@thrivent.com,,Salesforce
10941031,Inactive Investor,Jamie Andujar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168765,Inactive Investor,Kinan Aljamal,Financial Advisor,Edward Jones El Segundo CA 222 N Pacific Coast Hwy,kinan.aljamal@edwardjones.com,,Salesforce
10783167,Inactive Investor,Tanique Louis,Senior Complex Risk Officer,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,tanique.sullivan@morganstanley.com,,Salesforce
10892598,Inactive Investor,Sandra Dalton,Financial Advisor,Atlas Private Wealth Advisors,,,Salesforce
11037050,Inactive Investor,David Bayon,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",david.bayon@hantzgroup.com,,Salesforce
10827213,Inactive Investor,Mary Koesters,,"Avantax Investment Services, Inc. Coldwater OH 815 W Main St",,,Salesforce
10523766,,Shane Murphy,,,nofearktm2@yahoo.com,,Web Form Fillout
10945121,Inactive Investor,Kevin Sanborn,Financial Advisor,Edward Jones Anderson IN 4644 S Scatterfield Rd,kevin.sanborn@edwardjones.com,,Salesforce
10801997,Inactive Investor,Adam Koyanagi,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,adam.koyanagi@ubs.com,,Salesforce
11193729,Inactive Investor,James Packard,Associate,Edward Jones Ogden UT 2225 Washington Blvd,,,Salesforce
9643083,,David Hodler,,,cryptoman.cc@gmail.com,,List import
11060682,Inactive Investor,Cortes Bicking,Financial Advisor,LPL Financial LLC Ocala FL 1107 E Silver Springs Blvd,trevor.bicking@lpl.com,,Salesforce
10832027,Inactive Investor,Annmarie Brooks,,UBS Financial Services Inc.,annmarie.brooks@ubs.com,,Salesforce
11193137,Inactive Investor,Britton Cotton,Banker;Vice President,J.P. Morgan Securities LLC Ponte Vedra Beach FL 820 A1a N,britton.cotton@jpmorgan.com,,Salesforce
10946733,Inactive Investor,Eric Summerhill,Chief Executive Officer;Principal,"Summerhill & Co., LLC",eric@summerhillco.com,,Salesforce
10621627,,Hubert Horner,,,louhorner@yahoo.com,,Web Form Fillout
9552422,,Ravi Prakriya,,,rprakriya@juntocap.com,,List import
10761621,Inactive Investor,Randolph Cook,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Modesto CA 1020 10th St,randolph.cook@morganstanley.com,,Salesforce
11117084,Inactive Investor,Ross Kent,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,ross.kent.prgb@statefarm.com,,Salesforce
10776363,Inactive Investor,Charles Munford,First Vice President - Investments;Senior Vice President,Davenport & Company LLC,cmunford@investdavenport.com,,Salesforce
11008064,Inactive Investor,Sarah Baxley,,NYLIFE Securities LLC Lawrenceburg IN Private Residence,sabaxley@ft.newyorklife.com,,Salesforce
11078816,Inactive Investor,Rena Minman,,"Raymond James Financial Services, Inc.",rena.minman@raymondjames.com,,Salesforce
11071462,Inactive Investor,Sean O'Brien,,"Citizens Securities, Inc. Quincy MA 371 Hancock St",sean.obrien@citizenssecurities.com,,Salesforce
11030436,Inactive Investor,Michael Fancher,,Creative Planning Berwyn PA 920 Cassatt Rd,michael.fancher@creativeplanning.com,,Salesforce
10940768,Inactive Investor,John Barnes,,J.P. Morgan Securities LLC,,,Salesforce
9589166,,Vincent Piest Piest,,,v.piest19@gmail.com,,List import
11065235,Inactive Investor,Scott Nagorka,,"Raymond James Financial Services, Inc.",scott.nagorka@raymondjames.com,,Salesforce
370729,,Manish Patel,,[Unknown],profmanish@gmail.com,,Salesforce
10955123,Inactive Investor,Ivan Kostadinov,,"Empower Financial Services, Inc Olathe KS Private Residence",ivan.kostadinov@empower.com,,Salesforce
10952911,Inactive Investor,Nathan Meyer,Investment Advisor Representative,Caitlin John,,,Salesforce
10975427,Inactive Investor,Timothy McDonough,Financial Advisor,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",timothymcdonough@financialguide.com,,Salesforce
10615901,,Edward Dunphy,,,edunphy@williamblair.com,,List Import
11052141,Inactive Investor,Aaron Perry,,J.P. Morgan Securities LLC Brooklyn NY 390 Court St,,,Salesforce
9633015,,Andrew Deye,,,deye@jobsohio.com,,List import
10799446,Inactive Investor,Philip Kistler,Manager;President;Principal;Regulatory Contact,"Turtle Creek Management, LLC",pkistler@turtlecreekdallas.com,,Salesforce
10841971,Inactive Investor,Todd Macejka,,"Raymond James Financial Services, Inc. Saratoga Springs NY 480 Broadway",todd.macejka@raymondjames.com,,Salesforce
10930934,Inactive Investor,Kathleen Campbell,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Campbell Financial Partners, LLC Fort Myers FL 15051 S Tamiami Trl",kc@campbellfp.com,,Salesforce
10939515,Inactive Investor,Robert Lutey,Chief Compliance Officer;Co-Founder,Rational Capital Advisors LLC,,,Salesforce
10988706,Inactive Investor,Andrew Burhoe,,"FBL Marketing Services, LLC Cheyenne WY 6248 Yellowstone Rd",andrew.burhoe@fblfinancial.com,,Salesforce
10929443,Inactive Investor,Nicole Desimone,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11196885,Inactive Investor,H Seibold,,LPL Financial LLC Berkley MI 3082 Coolidge Hwy,brock.seibold@lpl.com,,Salesforce
9611259,,tyu ytu,,,ytu@h.com,,List import
10845906,Inactive Investor,Ryan Hughes,Chief Compliance Officer;Chief Executive Officer,Bull Oak,ryan@bulloak.com,,Salesforce
230199,, -,,[[Unknown]],antony@shingler.com.au,,
10835552,Inactive Investor,Miguel Arreguin,Financial Advisor,LPL Financial LLC Fort Worth TX 14050 Faa Blvd,miguel.arreguin@lpl.com,,Salesforce
10830256,Inactive Investor,Stephen Chow,Senior Portfolio Manager;Senior Vice President,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",stephenchow@pinnacle-llc.com,,Salesforce
373867,,Xinzhi Fan,,[Unknown],fxz1115401@gmail.com,,source
11164504,Inactive Investor,Paul Keehn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",paul.keehn@ml.com,,Salesforce
9616127,,Stephanie Ortbals-Tibbs,,,stephanie.ortbals-tibbs@imperativex.com,,List import
11058551,Inactive Investor,Nicholas Tucker,Associate Franchise Consultant;Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",nicholas.j.tucker@ampf.com,,Salesforce
10964940,Inactive Investor,Mark Kelley,,"Ameriprise Financial Services, LLC Boston MA 60 State St",mark.kelley@ampf.com,,Salesforce
10979674,Inactive Investor,Lisa Schuler,,J.P. Morgan Securities LLC Portland OR 15775 SE Mcloughlin Blvd,,,Salesforce
10881638,Inactive Investor,Brian Depasse,Financial Advisor,Edward Jones Brazil IN 2 W National Ave,brian.depasse@edwardjones.com,,Salesforce
11186292,Inactive Investor,Andrew Hellstedt,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,,,Salesforce
10789216,Inactive Investor,George Jones,,PFS Investments Inc. Charlotte NC 10130 Mallard Creek Rd,george.jones@primerica.com,,Salesforce
9540917,,Tom Farley,,,tom.farley@kirkoswald.com,,List Import
10918956,Inactive Investor,Robert Maccioli,,"Osaic Wealth, Inc. Claremont NH 103 Broad St",,,Salesforce
10941034,Inactive Investor,Taylor Avery,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11195671,Inactive Investor,Denis O'Hara,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",denis.m.ohara@wellsfargoadvisors.com,,Salesforce
10874765,Inactive Investor,Marcy Borganelli,,LPL Financial LLC Hattiesburg MS 10 98th Place Blvd,marcy.borganelli@lpl.com,,Salesforce
10853013,Inactive Investor,Richard Clemens,Chief Compliance Officer;President,Hawk100,rclemens@hawk100.com,,Salesforce
10656499,,Christopher Maxwell,,,christopher.maxwell@prudential.com,,List Import
208327,,Yara Berjawi,,[Unknown],yara@refreshworks.nl,,source
11038755,Inactive Investor,Shannon Willems,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",shannon.willems@bernstein.com,,Salesforce
9596266,,Rich Hassan,,,rich.hassan@alexbrown.com,,List import
10993298,Inactive Investor,Tyler Szafran,Associate Financial Advisor,Commonwealth Financial Services Wheeling WV 21 Warden Run Rd,tyler.szafran@cfswv.com,,Salesforce
10616264,,Michael Kusay,,,michael.kusay@lpl.com,,List Import
372160,,Aziz Abdullah,,Turkey,azikazik2392@gmail.com,,Salesforce
11119110,Inactive Investor,Brent Markley,,LPL Financial LLC Columbus OH 291 E Livingston Ave,brent.markley@lpl.com,,Salesforce
11204002,Inactive Investor,John Foy,Chief Compliance Officer;Founder,"Greenway Wealth Advisors, LLC",nick@greenwaywealth.com,,Salesforce
9639365,,Bonnie Burgoyne,,,bonnieburgoyne@gmail.com,,List import
373935,,Maureen & Michael Gatt,,[Unknown],maureengatt@gmail.com,,source
11107364,Inactive Investor,Jaclyn Hong,,Cetera Financial Specialists LLC Chatsworth CA Private Residence,,,Salesforce
9612643,,Janae Stanton,,,jstanton@rivernorth.com,,List import
9584916,,Gregory Kish,,,gregory.kish@valic.com,,List import
10783872,Inactive Investor,James Gerson,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,james.gerson@fidelity.com,,Salesforce
204215,,Ian Weisser,,Lincoln Financial Advisors Corporation,ian.weisser@lfg.com,,
10924365,Inactive Investor,John Taylor,,"The Leaders Group, Inc.",,,Salesforce
46892,,Nathan Heeg,Financial Associate,Thrivent Investment Management Inc.,nate.heeg@thrivent.com,715-898-2561,
10980023,Inactive Investor,Joseph Feeney,Assistant Vice President;Private Client Financial Advisor,"Citizens Securities, Inc. Rochester NY 2000 Monroe Ave",joseph.feeney@citizensbank.com,,Salesforce
9603964,,Rebecca Brown,,,beccabeastly@gmail.com,,List import
11103151,Inactive Investor,Jessica Fanelli,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",jessica.fanelli@ml.com,,Salesforce
11028186,Inactive Investor,Brandon Cox,,J.P. Morgan Securities LLC Purcellville VA 120 N Maple Ave,,,Salesforce
11203033,Inactive Investor,Nona Agbo,Complex Assistant Manager,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",nona.agbo@rbc.com,,Salesforce
10657026,,Li Liu,,,li.liu@tfaconnect.com,,List Import
10994085,Inactive Investor,Treston Moore,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",treston.moore@tiaa.org,,Salesforce
10916021,Inactive Investor,Catherine Johnson,Director;Executive Vice President,Orleans Capital Management Corp,cjohnson@orleanscapital.com,,Salesforce
10780967,Inactive Investor,Leonilo Garces,Financial Advisor;Managing Director - Investments;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Stockton CA 3121 W March Ln",leon.garces@wellsfargoadvisors.com,,Salesforce
10603630,,Christopher Laitala,"Chief Investment Officer, Managing Member, Managing Partner",Avesi Partners LLC,claitala@avesipartners.com,,List Import
10891853,Inactive Investor,Arthur Zapata,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",arthur.zapata@ml.com,,Salesforce
10646191,,Rick Berry,,,rick.berry@morganstanley.com,,List Import
9551402,,Curtis Yourkievitz,,,curtis.yourkievitz@jwcemail.com,,List import
11081207,Inactive Investor,Andrew Ohara,,"Acorns Securities, LLC",,,Salesforce
11211586,Inactive Investor,Dustin Young,Financial Advisor;Vice President,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,dustinyoung@janney.com,,Salesforce
10772995,Inactive Investor,William Edwards,Financial Advisor,Edward Jones Aberdeen SD 631 S Roosevelt St,bill.edwards@edwardjones.com,,Salesforce
161405,,Thibaud Corthier,,[Unknown],thibaud.souchal@gmail.com,,Direct
9578831,,G.SRINIVASA PANDIAN,,,gspandian2014@gmail.com,,List import
235012,, -,,[[Unknown]],work.jaimeyoung@gmail.com,,Organic Search
11231745,Inactive Investor,Kailee Halbuna,,Fidelity Brokerage Services LLC,,,Salesforce
9647841,,Gregory Corey,,,gregory.corey@ampf.com,,List import
10881564,Inactive Investor,Aimee Morrin,,Robert W. Baird & Co. Incorporated Villa Park IL 2 Mid America Plz,amorrin@rwbaird.com,,Salesforce
9627119,,Amen Allah Adili,,,amenadel00@gmail.com,,List import
10828783,Inactive Investor,Joel Fink,Director - Insurance Planning;Director - Portfolio Management;Financial Advisor;Financial Planning Specialist;Senior Portfolio M,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,joel.fink@morganstanley.com,,Salesforce
227952,, -,,[[Unknown]],iasiii@bis.midco.net,,
11068769,Inactive Investor,Lisa Willman,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10921605,Inactive Investor,Michael Fiammetta,Financial Advisor,LPL Financial LLC Blue Springs MO 650 NW Mock Ave,michael.fiammetta@lpl.com,,Salesforce
10891199,Inactive Investor,John Severson,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Alexandria MN 2308 S Broadway St,john.severson@thrivent.com,,Salesforce
10879961,Inactive Investor,Guannan Qiao,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,guannan.qiao@jpmorgan.com,,Salesforce
10958189,Inactive Investor,Brian Garcia,,J.P. Morgan Securities LLC Caldwell NJ 865 Bloomfield Ave,brian.x.garcia@chase.com,,Salesforce
11120759,Inactive Investor,Mark Hendrick,Financial Advisor,Edward Jones Richardson TX 2600 N Central Expy,mark.hendrick@edwardjones.com,,Salesforce
11074986,Inactive Investor,Janette Goudy,Senior Registered Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,janette.goudy@morganstanley.com,,Salesforce
9639119,,Candace Cox,,,candace.cox@mmbb.org,,List import
11159677,Inactive Investor,Ryan Doherty,Diligence Analyst,"Raymond James & Associates, Inc.",ryan.doherty@raymondjames.com,,Salesforce
10618489,,Paul Donnelly,,,pjdonnelly@rwbaird.com,,List Import
32552,,John Crandall,Financial Professional,"Voya Financial Advisors, Inc.",jcrandall@voyafa.com,952-988-8497,
9613063,,Jeffrey Yurk,,,jeffrey.yurk@heitman.com,,List import
10875438,Inactive Investor,Ming Lo,Owner,"Lo, Ming",,,Salesforce
11051866,Inactive Investor,Mariette Campbell,Office Managing Partner;Wealth Advisor,Corient New York NY 101 Park Ave,graeme.campbell@corient.com,,Salesforce
10883704,Inactive Investor,Thomas Gardiner,Financial Advisor,Edward Jones Westerly RI 163 Main St,tom.gardiner@edwardjones.com,,Salesforce
10866771,Inactive Investor,Josiah Reneau,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,josiah.reneau@fidelity.com,,Salesforce
11025200,Inactive Investor,Cole Geddes,,"Bankers Life Securities, Inc. Milwaukee WI 2448 S 102nd St",cole.geddes@bankerslife.com,,Salesforce
9542624,,gallon ho,,,3614627238@qq.com,,List import
11100461,Inactive Investor,Candise Holmlund,Chief Compliance Officer;Founder;Managing Member;President,"Alaethes Wealth, LLC Rancho Sante Fe CA Private Residence",candise@alaethes.com,,Salesforce
10906808,Inactive Investor,Patrick McGlade,,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",patrick.mcglade@mutualofomaha.com,,Salesforce
11107338,Inactive Investor,Fiona Lam,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 176 Canal St,fiona.c.lam@jpmorgan.com,,Salesforce
10863505,Inactive Investor,Joshua Brenner,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,joshua.brenner@fmr.com,,Salesforce
10916675,Inactive Investor,Keegan Tanghe,Financial Advisor;Senior Vice President,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",keegan.tanghe@trilogyfs.com,,Salesforce
10946373,Inactive Investor,Gary Rennie,Chief Executive Officer,Rennie & Associates,,,Salesforce
11084654,Inactive Investor,Melanie Blandon,Vice President,Morgan Stanley,melanie.blandon@morganstanley.com,,Salesforce
11097122,Inactive Investor,Nicole Kraus,Chief Client Officer;President,"Strategic Investment Management, LLC",nkraus@strategicgroup.com,,Salesforce
11026989,Inactive Investor,Alison Vento,,Edward Jones Boca Raton FL 165 SE Mizner Blvd,alison.vento@edwardjones.com,,Salesforce
10989123,Inactive Investor,Teng Dante,Investment Advisor,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",teng.dante@tfaconnect.com,,Salesforce
10509903,,Andrew Campion,,ASX,andrew.campion@asx.com.au,,List Import
10879314,Inactive Investor,Hyun Woo Lee,,Goldman Sachs & Co.,,,Salesforce
10819041,Inactive Investor,David Baitel,Financial Advisor,LPL Financial LLC Owings Mills MD 9505 Reisterstown Rd,david.b.baitel@lpl.com,,Salesforce
9615359,,Songte Cho,,,c.songte@coinpost.jp,,List import
11145385,Inactive Investor,Paige Allen,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",paige.allen@truist.com,,Salesforce
9577748,,Ron Gross,,,ron@bitblu.com,,List import
240452,,Michael W. Wellman,,[Unknown],mwellman@gmail.com,,Direct
10860062,Inactive Investor,Jill Smith,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",jill.smith@nm.com,,Salesforce
11142588,Inactive Investor,Joshua Hart,Financial Advisor;Vice President,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,joshua.hart@morganstanley.com,,Salesforce
4578398,,dfgdg dfhfgh,,,socvxzimse@spacehotline.com,,Web Form Fillout
2978660,,Sagar Prajapati,,,sagarprajapatisk011@gmail.com,,
10794003,Inactive Investor,Charles Somers,,"Avantax Investment Services, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10907391,Inactive Investor,Michelle Kuehner,Chief Compliance Officer;President,"Personal Money Planning, LLC",michelle@personalmoneyplanning.com,,Salesforce
11072325,Inactive Investor,Daniel Degraaf,,LPL Financial LLC Minooka IL 323 Vista Ct,dan.degraaf@lpl.com,,Salesforce
10659996,,Faviola Lara,,,faviola.lara@jpmorgan.com,,List Import
11263879,Inactive Investor,Jon Sobotkin,Partner,"Blue Bell Private Wealth Management, LLC",,610-825-3540,Salesforce
10985865,Inactive Investor,Lawrence Pignataro,Financial Advisor,"Osaic Wealth, Inc. Depew NY 5949 Transit Rd",,,Salesforce
10798658,Inactive Investor,Timothy Phillips,Financial Planning Specialist,Citigroup Global Markets Inc.,,,Salesforce
1002459,Inactive Investor,AJ Levine,Senior Research Analyst,Pathstone,alevine@pathstone.com,(617) 350-8999,
9606125,,Ryuji Yasukagawa,,,ryuji.yasukagawa@gmail.com,,List import
10906591,Inactive Investor,Kelly Ramsey,Paraplanner,"Ameriprise Financial Services, LLC Marion IL 700 E Deyoung St",kelly.ramsey@ampf.com,,Salesforce
339274,,James Cook,Managing Member,"Tjt Capital Group, Llc",jcook@tjtcapital.com,203-504-8850,Manual List Upload
11202328,Inactive Investor,Mark Chumbler,Financial Advisor,Robert W. Baird & Co. Incorporated Henderson KY 231 2nd St,mchumbler@rwbaird.com,,Salesforce
9581846,,Dhimiter Ekonomi,,,ekonomi47@gmail.com,,List import
248237,,"Jody S Johnson, Esq.",Director of Policy and Research,The Race and Gender Equity Project,roccsolidesq@gmail.com,,Manual List Upload
10858913,Inactive Investor,Paul Feinsilver,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",pfeinsilver@fmsbonds.com,,Salesforce
11105193,Inactive Investor,Wayne Jacobson,Financial Advisor,LPL Financial LLC Cedar Falls IA 411 Clay St,wayne.jacobson@lpl.com,,Salesforce
10866704,Inactive Investor,Daniel Kramer,,State Farm VP Management Corp. Howell MI 107 E Grand River Ave,dan.kramer.jtke@statefarm.com,,Salesforce
10831822,Inactive Investor,Bernard Salzman,,"Steward Partners Investment Solutions, LLC Baltimore MD 100 International Dr",barry.salzman@stewardpartners.com,,Salesforce
10942140,Inactive Investor,John Heath,,"The Leaders Group, Inc.",,,Salesforce
11176446,Inactive Investor,Michael Keane,,"International Research Securities, Inc.",,,Salesforce
10923965,Inactive Investor,Robert Chesterfield,,Modern Capital Securities Inc. Grant Park IL Private Residence,,,Salesforce
10960293,Inactive Investor,Reid Wilson,,"Pensionmark Securities, LLC Tempe AZ 350 W Washington St",,,Salesforce
10852236,Inactive Investor,Jeffrey Reish,,"Raymond James Financial Services, Inc. Canon City CO 1232 Main St",jeffrey.reish@raymondjames.com,,Salesforce
10918573,Inactive Investor,Thinley Wangchuk,Managing Principal,"Wangchuk Capital, LLC",,,Salesforce
11093794,Inactive Investor,Alton Weathers,,"FBL Marketing Services, LLC Hinton OK 524 N Broadway Ave",,,Salesforce
7042404,,Kristy Helen,,,kafof50473@orgria.com,,Web Form Fillout
11030481,Inactive Investor,Joaquin Garcia,,PFS Investments Inc. Rancho Cucamonga CA 9330 Baseline Rd,,,Salesforce
9622453,,Lauren Drummond,,,lauren@coastalconsult.org,,List import
10801980,Inactive Investor,Sukaina Panju,,J.P. Morgan Securities LLC New York NY 277 Park Ave,sukaina.m.panju@jpmorgan.com,,Salesforce
9616428,,Dale Quantz,,,dale@polysign.io,,List import
10976399,Inactive Investor,Jhonne Alexandre,,"Raymond James Financial Services, Inc. Miami FL 200 S Biscayne Blvd",jhonne.alexandre@raymondjames.com,,Salesforce
10876378,Inactive Investor,Neil Barney,,"Allstate Financial Services, LLC Draper UT 668 E 12225 S",nebarney@allstate.com,,Salesforce
11047775,Inactive Investor,Terry Nilsen,,"Charles Schwab & Co., Inc. Stockton CA 3101 W March Ln",,,Salesforce
9597672,,Patrick Ifrah,,,patrick@ifrahfinancial.com,,List import
10917143,Inactive Investor,Olga Tamez,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,olga.tamez@primerica.com,,Salesforce
10766199,Inactive Investor,Nichole Osborne,Client Associate;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",nichole.osborne@ml.com,,Salesforce
10840102,Inactive Investor,Eric Swierc,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,eric.swierc@fidelity.com,,Salesforce
218562,,kay kim,,[Unknown],coolong20@yahoo.com.au,,
11162252,Inactive Investor,Mark Harris,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley San Francisco CA 555 California St,mark.e.harris@morganstanley.com,,Salesforce
322132,,Burwell Geiger,Managing Director,Acg Wealth Inc.,bgeiger@acgwealth.com,404-893-4100,Manual List Upload
10912077,Inactive Investor,Brian Dinh,,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,brian.dinh@jpmorgan.com,,Salesforce
11004798,Inactive Investor,Cameron Macdiarmid,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",cameron.macdiarmid@nm.com,,Salesforce
5386089,,Kasey Pierce,,,kaseypierce9@gmail.com,9493536139,Web Form Fillout
9623390,,Joel Juarez,,,jjuarez92@gmail.com,,List import
9625246,,Binjie Cheng,,,tompkinscheng@gmail.com,,List import
10990687,Inactive Investor,Yassire Sanie,Wealth Advisor,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",,,Salesforce
10969016,Inactive Investor,Corryn Barry,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11027988,Inactive Investor,Brendan Schuck,,"Allstate Financial Services, LLC Morrisville PA 405 Floral Vale Blvd",brendanschuck@allstate.com,,Salesforce
209123,,Asher Shetrit,,Private,asher.shetrit@gmail.com,,Direct
9615580,,Jason Bornn,,,jbo004@gmail.com,,List import
11175643,Inactive Investor,Charles Krick,Financial Advisor,Morgan Stanley Annapolis MD 410 Severn Ave,charles.krick@morganstanley.com,,Salesforce
11096610,Inactive Investor,Karen Hill,,Cetera Advisor Networks LLC Spring Lake MI 19102 Walden Dr,karen.hill@ceterawealth.com,,Salesforce
9637628,,Zachary Hanna,,,zach.hanna@alaska.gov,,List import
10611232,,Paul Sheldon,"Financial Advisor, Managing Director",,paul.sheldon@ampf.com,,List Import
11065574,Inactive Investor,Nicole Whitcomb,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
11173066,Inactive Investor,Rebecca Searles,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,searlesr@ceteranetworks.com,,Salesforce
9638412,,Julissa Burgos,,,jburgos@pplweb.com,,List import
11176482,Inactive Investor,Patrick Torsch,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,patrick.torsch@jpmorgan.com,,Salesforce
188873,,Ji?í Šonský,,[Unknown],sonsky.jirka@seznam.cz,,source
10966782,Inactive Investor,Luann Wolden,,PFS Investments Inc. Liberty Lake WA 23403 E Mission Ave,lwolden@primerica.com,,Salesforce
11231779,Inactive Investor,Will Johnson,,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",willjohnson@synovus.com,,Salesforce
10931991,Inactive Investor,Kevin Grant,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd",,,Salesforce
10657133,,Joann Ziegler,,,joann.ziegler@ubs.com,,List Import
10897581,Inactive Investor,Suzanne Lindau,Chief Financial Officer;Member;President;Wealth Advisor,"Lauterbach Financial Advisors, LLC",slindau@lfa-ia.com,,Salesforce
11202395,Inactive Investor,George Mulwee,Chief Compliance Officer;Wealth Advisor,Strategic Wealth Group,george.m@strategicwg.net,,Salesforce
10829125,Inactive Investor,David Starker,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,david.starker@jpmorgan.com,,Salesforce
10936616,Inactive Investor,Stephanie Ayala,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",stephanie.ayala2@ml.com,,Salesforce
9562104,,Jeff Munsey,,,jmunsey@verityinvest.com,,List import
10956711,Inactive Investor,Michael Rosen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
504,,,,,PamWillits09354@yandex.com,,
11135692,Inactive Investor,Joshua Magette,Financial Advisor,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",joshua.magette@raymondjames.com,,Salesforce
10772139,Inactive Investor,Sadys Ford,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,,,Salesforce
10658041,,Donald Wallace,,,dwallace@rwbaird.com,,List Import
10943796,Inactive Investor,Glen Toomer,,"Allstate Financial Services, LLC Layton UT 1848 N Hill Field Rd",glentoomer@allstate.com,,Salesforce
10765759,Inactive Investor,William Wolke,Financial Advisor,Edward Jones Troy OH 1208 Archer Dr,bill.wolke@edwardjones.com,,Salesforce
11188823,Inactive Investor,John Guidi,,"NewEdge Securities, Inc. McLean VA Private Residence",,,Salesforce
339288,,David Wilder,Member,"Total Wealth Planning, Llc",dave@twpteam.com,513-984-6696,Manual List Upload
9614266,,Kim LaFleur,,,klafleur@title3funds.com,,List import
9572742,,Justin Seitz,,,jseitz@pencorp.com,,List import
10884942,Inactive Investor,James Stover,,SEM Wealth Management,jstover@semwealth.com,,Salesforce
10945823,Inactive Investor,Christian Espinoza,,Goldman Sachs & Co.,,,Salesforce
10809744,Inactive Investor,Michael Currie,Board Member;Managing Director;Portfolio Manager;President,H.M. Payson,mrc@hmpayson.com,,Salesforce
10847700,Inactive Investor,James Pappas,Managing Member;Portfolio Manager,"JCP Investment Management, LLC",jcp@jcpinv.com,,Salesforce
10505179,,George Amrhein,MANAGER BUSINESS DEVELOPMENT,CATALYST Capital,georgea@catalystmutualfunds.com,2039720941,List Import
10846875,Inactive Investor,Thomas Silverthorn,,State Farm VP Management Corp. El Paso TX 125 Thunderbird Dr,tom.silverthorn.g4it@statefarm.com,,Salesforce
11196148,Inactive Investor,Mark Danaho,,Cetera Advisors LLC Flint MI 2501 S Dye Rd,mark.danaho@ceteraadvisors.com,,Salesforce
10910424,Inactive Investor,Nathanael Downs,,"Cambridge Investment Research, Inc. Boise ID 13863 W Meadowdale Dr",nathan@soundfoundationwa.com,,Salesforce
11137890,Inactive Investor,George Elliott,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",greg.elliott@schwab.com,,Salesforce
340309,,Katharine Langstaff,"Executive Vice President,",Mwm Group Llc,klangstaff@mwmgroup.com,718-696-4000,Manual List Upload
11061473,Inactive Investor,Lesley Shiffrin,,Orographic Financial Advisors,,,Salesforce
10934458,Inactive Investor,Brendan Geggatt,,NYLIFE Securities LLC Mashpee MA 22 Steeple St,bgeggatt@ft.newyorklife.com,,Salesforce
246189,,Not Provided,President,Fernow Consulting,fernowresn@gmail.com,,Manual List Upload
11174820,Inactive Investor,Donna Didomenico,,Deutsche Bank Securities Inc.,,,Salesforce
11094245,Inactive Investor,Danielle Howard,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,daniellehoward@statefarm.com,,Salesforce
9586457,,Grayson Blazek,,,gblazek@financialsymmetry.com,,List import
9625271,,John Calhoun,,,johnscalhoun@msn.com,,List import
11059889,Inactive Investor,Danh Pham,,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,danh.m.pham@jpmorgan.com,,Salesforce
10690741,,Mark Rajovic,,,mark.rajovic@gmail.com,,Web Form Fillout
11217354,,Faron Webb,,,faron.webb@nomura.com,,Other
9551974,,Youn Kim,,,youn.kim@securitiesamerica.com,,List import
341009,,Peggy Chen,Senior Business Analyst,Northeast Investment Management Inc,pchen@northeastinvest.com,617-523-3588,Manual List Upload
10876080,Inactive Investor,Andrew Armati,,"Raymond James Financial Services, Inc. Manassas VA 7548 Diplomat Dr",andrew.armati@raymondjames.com,,Salesforce
11201225,Inactive Investor,Brian Croston,Founder,Lifeproof Financial LLC,,,Salesforce
11172957,Inactive Investor,Bryan Willcox,,Vanguard Marketing Corporation,bryan_willcox@vanguard.com,,Salesforce
11148017,Inactive Investor,John Brown,Financial Advisor,Edward Jones Arlington TX 4025 Woodland Park Blvd,jay.brown@edwardjones.com,,Salesforce
11093880,Inactive Investor,William Ryan,,LPL Financial LLC Bedminster NJ 384 Main St,william.ryan@lpl.com,,Salesforce
9622350,,Joshua Dillman,,,jdillman73@gmail.com,,List import
11105312,Inactive Investor,Richard Cosma,,"Wells Fargo Clearing Services, LLC Irvine CA 14468 Culver Dr",,,Salesforce
10846362,Inactive Investor,Richard McFadden,Chief Compliance Officer;Managing Principal,Quiver Financial Holdings LLC,cmcfadden@quiverfinancial.com,,Salesforce
10797859,Inactive Investor,Eunice Bravo,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,eunice.bravo@primerica.com,,Salesforce
169263,,Ben Chang,,[Unknown],bchang@yldkard.com,,
245749,,Not Provided,Director,RET,rjimeno@att.net,,Manual List Upload
11045345,Inactive Investor,Nicholas Jordan,,"Farmers Financial Solutions, LLC Minneapolis MN 8000 W 78th St",,,Salesforce
10853596,Inactive Investor,Cailyn Paradise,Financial Advisor,Edward Jones Bantam CT 725 Bantam Rd,cailyn.paradise@edwardjones.com,,Salesforce
9627077,,Ahmad Hoseini,,,seyyed_2012@yahoo.com,,List import
227384,,Lawrence -,,Lawrence [[Unknown]],wellslawrence872@gmail.com,,Direct
11073294,Inactive Investor,Sarah Hopkins,Regulatory Contact,Tublin - DiFusco Advisors Inc. Baldwin NY Private Residence,,,Salesforce
9584149,,Michael Stefano,,,mstefano@wealthenhancement.com,,List import
11136851,Inactive Investor,Ralph Lemme,Financial Advisor;Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,ralph.lemme@ubs.com,,Salesforce
10833212,Inactive Investor,Zachary Armstrong,,"Hennion & Walsh, Inc.",zarmstrong@hennionandwalsh.com,,Salesforce
11078226,Inactive Investor,Scott Jeppson,Financial Advisor,"Ameriprise Financial Services, LLC Salt Lake City UT 60 E South Temple",scott.jeppson@ampf.com,,Salesforce
9565528,,Stephen Farrar,,,steve@farrargatesgreen.com,,List import
9544536,,Lisa Aldava,,,laldava@axosbank.com,,List import
11108684,Inactive Investor,Michael Simon,Vice President,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
10866677,Inactive Investor,Karen Stebner,,PFS Investments Inc. Sykesville MD 7566 Main St,karen.stebner@primerica.com,,Salesforce
10773642,Inactive Investor,Dawn Rybak,Chief Compliance Officer,"Kinetic Investment Management, Inc.",dawn@kineticinvestment.com,,Salesforce
11118741,Inactive Investor,James Gillin,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",james.gillin@rbc.com,,Salesforce
11203580,Inactive Investor,Erin McCarty,Financial Advisor,"Independent Advisor Alliance, LLC Tallahassee FL 403 E Park Ave",,,Salesforce
10987248,Inactive Investor,Jose Reyes,,"Fortune Financial Services, Inc. Allen TX Private Residence",,,Salesforce
350496,,Brooks Hansen,Vice President,Raine Capital Llc,bhansen@raine.com,212-603-5500,Manual List Upload
11222601,,Jennifer Faulkner,,,jennifer.faulkner@morganstanley.com,,List Import
211402,,Kathryn Spates,"Executive Director, Federal Relations",The Joint Commission,kspates@jointcommission.org,,Content
10514111,,Ronald Bailey,,,ronaldnbailey@gmail.com,,Web Form Fillout
10776318,Inactive Investor,Annamarie Bevinetto,Senior Vice President;Wealth Center Manager,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,annamarie.bevinetto@us.hsbc.com,,Salesforce
11038402,Inactive Investor,Andrew Mcgrade,Senior Investment Advisor,TD Private Client Wealth LLC Wilton CT 40 Danbury Rd,andrew.mcgrade@td.com,,Salesforce
11141546,Inactive Investor,Marsha Slater,,State Farm VP Management Corp. Barboursville WV 6367 US Rte 60 E,,,Salesforce
10893699,Inactive Investor,Thomas Brophy,Financial Advisor,Robert W. Baird & Co. Incorporated Sioux City IA 302 Jones St,tbrophy@rwbaird.com,,Salesforce
351224,,Emaly Hunt,Executive Assistant,"Tac Partners, Inc.",ehunt@mcpartners.com,617-345-7200,Manual List Upload
94730,,Patrick Vance,Managing Member - CCO,Ark Advisors Llc,vancewga@gmail.com,309-661-2000,Manual List Upload
10873292,Inactive Investor,Nader Razavi,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
34681,,Alan Lanis,,United States,jrlan@yahoo.com,,
11220480,,Matthew Krueger,,,matthew.krueger@wealthspire.com,,Other
11080360,Inactive Investor,Andrew Parrish,,"Ausdal Financial Partners, Inc. Indianapolis IN 1329 W 96th St",,,Salesforce
9558828,,waybi choi,,,waybi0051@gmail.com,,List import
124262,,Nicholas Klein,"Corporate Director, Class B Shareholder","Oxford Financial Group, Ltd",nklein@ofgltd.com,317-805-5110,Manual List Upload
10995637,Inactive Investor,Camille French,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
11232855,Inactive Investor,Jeanne Hagar,,"World Investments, Inc. Mansfield MA Private Residence",,,Salesforce
11163626,Inactive Investor,Brian Mars,Chief Operating Officer;President;Senior Financial Advisor,MarsJewett Financial Group,brian@marsjewett.com,,Salesforce
10990131,Inactive Investor,Tara Khoshneviss,,Morgan Stanley,tara.khoshneviss@morganstanley.com,,Salesforce
10916793,Inactive Investor,Phil Kissack,,"FBL Marketing Services, LLC Belle Fourche SD 2111 5th Ave",phil.kissack@fblfinancial.com,,Salesforce
9633693,,eai247@gmail.com Ingraham,,,eai247@gmail.com,,List import
9640362,,Steve O'Hara,,,info@clafa.net,,List import
11014104,,Jeff Toye,,,jeffreydtoye@gmail.com,,Web Form Fillout
11135383,Inactive Investor,Yann Vessely,Chief Compliance Officer;Chief Financial Officer;Member,"Yorkmont Capital Management, LLC",yvessely@yorkmontcapital.com,,Salesforce
11073809,Inactive Investor,Shinnice Preston,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",shinnice.preston@schwab.com,,Salesforce
9587365,,Oscar Hernandez,,,oah8@cornell.edu,,List import
9581706,,Jim Vines,,,willishome@verizon.net,,List import
11005783,Inactive Investor,Noe Ibarra Perez,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",,,Salesforce
238884,,Michael Sullivan,,[Unknown],michael@retirepittsburgh.com,,Organic Search
371991,,Santo Curatolo,,United States,jsantamaria347@gmail.com,,Salesforce
207973,,Prejesh Patel,,NA,prejesh_patel@hotmail.com,7896006172,Organic Search
9574960,,Mureen Reeves,,,xcell359@yahoo.com,,List import
11134080,Inactive Investor,Tricia Kaye,Senior Franchise Field Vice President,"Ameriprise Financial Services, LLC East Lansing MI 2651 Coolidge Rd",tricia.x.kaye@ampf.com,,Salesforce
10658896,,Charles Quick,,,charles.quick@countryfinancial.com,,List Import
10816607,Inactive Investor,Majid Taheran,,"Avantax Investment Services, Inc. Whittier CA 14724 Whittier Blvd",,,Salesforce
11208555,Inactive Investor,James Smith,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,jmichael.smith@glic.com,,Salesforce
11127274,Inactive Investor,Gregory Burrell,,"Osaic Wealth, Inc. Colorado Springs CO 201 E Las Animas St",,,Salesforce
10400968,,kerry powers,,,kerrypowers@comcast.net,,Web Form Fillout
11126799,Inactive Investor,Molly Pengra,Chief Compliance Officer;President,Pengra Capital Management Inc Seattle WA 601 Union St,,,Salesforce
11148750,Inactive Investor,Jeffrey Ullman,,"The Jeffrey Matthews Financial Group, L.L.C.",jullman@jeffreymatthews.com,,Salesforce
10953532,Inactive Investor,Derek-Dion Lee,,J.P. Morgan Securities LLC Sequim WA 680 W Washington St,derek-dion.lee@jpmorgan.com,,Salesforce
11147220,Inactive Investor,Steven Dauglash,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
11185738,Inactive Investor,Charles Anderson,,PFS Investments Inc. South Holland IL 900 E 162nd St,charles.anderson@primerica.com,,Salesforce
11148237,Inactive Investor,Cynthia Drake,,PFS Investments Inc. Cerritos CA 11090 Artesia Blvd,cynthia.drake@primerica.com,,Salesforce
10775846,Inactive Investor,Kimberly Jardine,Chief Compliance Officer,IFAM Capital,kim@ifamcapital.com,,Salesforce
9557410,,Javier Handal,,,j.handal@smartinvesthn.com,,List import
350268,,Debbie Funai,Professional Mortgage Lender,"Bancwest Investment Services, Inc. (bwis)",debbie.funai@fhb.com,800-338-3919,Manual List Upload
11010468,Inactive Investor,Antonio Puente,Financial Professional,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",antonio.puente@equitable.com,,Salesforce
10795777,Inactive Investor,Benjamin Birk,,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",benjamin.j.birk@wellsfargoadvisors.com,,Salesforce
10774727,Inactive Investor,Leroy Born,Financial Advisor,"Wells Fargo Clearing Services, LLC Tustin CA 2677 Park Ave",leroy.born@wellsfargo.com,,Salesforce
11063336,Inactive Investor,Richard Maas,,LPL Financial LLC Novi MI 41875 W 11 Mile Rd,rick.maas@lpl.com,,Salesforce
10960356,Inactive Investor,Jordan Tuemler,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11193652,Inactive Investor,Jon LeDoyen,Senior Vice President - Investments,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,jon.ledoyen@ubs.com,,Salesforce
10754738,Inactive Investor,Carter Taylor,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",carter.taylor@schwab.com,,Salesforce
10929144,Inactive Investor,Cesar Rubecindo,,PFS Investments Inc. Foxboro MA 124 Washington St,crubecindo@primerica.com,,Salesforce
11101969,Inactive Investor,Jonathan Haverfield,Financial Advisor,Edward Jones Tulsa OK 10462 S 82nd East Ave,jonathan.haverfield@edwardjones.com,,Salesforce
10844978,Inactive Investor,Richard Estes,Chief Executive Officer,"Estes Financial Services, Inc.",tim@estesfinancial.net,,Salesforce
9594997,,John Dougherty,,,jdougherty@oldgloryam.com,,List import
11014700,Inactive Investor,Christopher Polmatier,,J.P. Morgan Securities LLC Davison MI 1121 S State Rd,christopher.polmatier@jpmorgan.com,,Salesforce
10917770,Inactive Investor,Christopher Weidler,Associate Vice President - Wealth Management;Financial Advisor,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",christopher.weidler@raymondjames.com,,Salesforce
10934018,Inactive Investor,Philip Springirth,,"Osaic Institutions, Inc. New Castle PA 27 E Washington St",,,Salesforce
9624103,,Blake Eastamn,,,blake@rimrock.us,,List import
10505935,,darry witkowski,fa,wells fargo adviors,darryl.witkowsk@wfadviors.com,262-798-3743,List import
10979805,Inactive Investor,Jeffrey Baker,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,jbaker@supremealliancellc.com,,Salesforce
10838470,Inactive Investor,Diana Sparks Mickey,,LPL Financial LLC Lockport NY 55 East Ave,diana.sparksmickey@lpl.com,,Salesforce
11076659,Inactive Investor,Jeffrey Hoelderlin,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",jeffrey.hoelderlin@schwab.com,,Salesforce
206895,,Edward Tisdale,,[[Unknown]],bas21425@gmail.com,,Direct
9562711,,Jeffrey Motsco,,,jeff.motsco@voya.com,,List import
10696940,,Latasha Miles,,,latashamiles103@yahoo.com,,Web Form Fillout
11090308,Inactive Investor,Blake Kastein,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,blake_kastein@vanguard.com,,Salesforce
10780610,Inactive Investor,Yeewing Choi,Vice President,Integral Financial LLC San Jose CA 1072 S De Anza Blvd,,,Salesforce
11190504,Inactive Investor,Ann Koerner,Financial Planner;Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
3279663,,eva magdalesnki,,,evamag@me.com,,Web Form Fillout
40465,,Louis Tilchin,Managing Partner,"Jaffe Tilchin Investment Partners, Llc",lou@jaffetilchin.com,813-963-2500,Manual List Upload
11218476,,Jessica Neumann,,,jessica.neumann@jpmorgan.com,,List Import
156295,,Cosmin P,,[Unknown],cosmin.pert@gmail.com,,
206609,,Bernadina Williams,"Financial Advisor, Senior Financial Services Representative","Principal Securities, Inc.",williams.diana@principal.com,352-307-7411,
9597927,,Greg Cole,,,gcole@bkd.com,,List import
9546407,,pedro stobal,,,janus0071985@gmail.com,,List import
10910760,Inactive Investor,Brian Moroz,Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10768411,Inactive Investor,Philip Hawkins,Financial Advisor;First Vice President,Morgan Stanley Fernandina Beach FL 9900 Amelia Island Pkwy,philip.hawkins@morganstanley.com,,Salesforce
10846305,Inactive Investor,Patrick Calderigi,Financial Advisor,LPL Financial LLC San Clemente CA Private Residence,patrick.calderigi@lpl.com,,Salesforce
4449055,,Antony Sen,,,anagreen@putrajayabaya.skom.id,,Web Form Fillout
11173941,Inactive Investor,Nicole Zientek Macdonald,,Vanguard Marketing Corporation,nicole_zientek@vanguard.com,,Salesforce
10894522,Inactive Investor,Jerome Hansen,Financial Advisor;Registered Principal,LPL Financial LLC Suwanee GA 4485 Tench Rd,jerry.hansen@lpl.com,,Salesforce
10777901,Inactive Investor,Joseph Siarzynski,Wealth Management Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jsiarzynski@tiaa-cref.org,,Salesforce
11164527,Inactive Investor,Tony Baby,,"Farmers Financial Solutions, LLC Upland CA 715 N Mountain Ave",,,Salesforce
9615939,,Dr. Vivek Mahendru,,,docvm@me.com,,List import
10848917,Inactive Investor,Ross Grant,,"Raymond James & Associates, Inc. Wellesley Hills MA 60 William St",ross.grant@raymondjames.com,,Salesforce
10991919,Inactive Investor,Stephenia Christian-Burgess,,PFS Investments Inc. Union NJ 1767 Morris Ave,schristianburgess@primerica.com,,Salesforce
10830471,Inactive Investor,Pradeep Bhatia,Financial Services Professional,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",pbhatia@financialguide.com,,Salesforce
10856920,Inactive Investor,William Aderholdt,Senior Wealth Strategy Associate,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,william.aderholdt@ubs.com,,Salesforce
336083,,Mike Buck,Quantitative Analyst,Jag Capital Management Llc,mbuck@jagcapm.com,314-997-1277,Manual List Upload
6764284,,Md tausuf,,,skparsauninathsk@gmail.com,,Web Form Fillout
10912540,Inactive Investor,Julianna Miller,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",julianna.miller@schwab.com,,Salesforce
11197611,Inactive Investor,Matthew Harris,Financial Advisor;Member,"Whitaker-Myers Wealth Managers, Ltd.",mharris@whitakermyerswealth.com,,Salesforce
9613867,,sultAN mahmood,,,nimrakth@yahoo.com,,List import
9570861,,Akshay Bhatnagar,,,abhatnagar@tphco.com,,List import
10873939,Inactive Investor,Patricia Soto,,"Cambridge Investment Research, Inc. Edgewood MD Private Residence",,,Salesforce
9639886,,Jorge Casado,,,jorge.casado@tutorperini.com,,List import
350867,,Brad Beebe,Controller,"Bruce S. Brickman & Associates, Inc.",brad@brickmanre.com,212-541-5500,Manual List Upload
9595848,,Valentina Kadashikova,,,valentinakadashikova@gmail.com,,List import
10613282,,Patrick Kilcooley,Financial Advisor,,patrick.kilcooley@ml.com,,List Import
9568365,,robert Roberti,,,ropors@mls.nc,,List import
10940502,Inactive Investor,Carlton Stokes,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10847505,Inactive Investor,Robert Jardine,Financial Advisor;First Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,robert.a.jardine@morganstanley.com,,Salesforce
10755653,Inactive Investor,Prince Lankford,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Cucamonga CA 10540 Foothill Blvd",lankford@wellsfargo.com,,Salesforce
10794442,Inactive Investor,Timothy Dennany,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11045591,Inactive Investor,Matthew Holloway,,"Osaic Wealth, Inc. Nampa ID 1015 Caldwell Blvd",mholloway@osaicwealth.com,,Salesforce
10898749,Inactive Investor,Christopher Yingling,Branch Director;Managing Director,"RBC Capital Markets, LLC Westminster MD 15 S Cranberry Rd",chris.yingling@rbc.com,,Salesforce
352514,,Jonathan Dick,Managing Director,"Primus Capital Partners, Inc.",jdick@primuscapital.com,440-684-7300,Manual List Upload
347043,,Michael Peters,Manager,Entasis Asset Management Llc,michael@entasisam.com,262-754-5299,Manual List Upload
11174048,Inactive Investor,Michael Hillukka,,Thrivent Investment Management Inc.,michael.hillukka@thrivent.com,,Salesforce
11056249,Inactive Investor,Ronald Guidice,Associate Financial Advisor,"Ameriprise Financial Services, LLC Rolling Meadows IL 1600 Golf Rd",ronald.guidice@ampf.com,,Salesforce
10974619,Inactive Investor,Omair Hashimi,,Jefferies LLC,ohashimi@jefferies.com,,Salesforce
10772778,Inactive Investor,James Carkner,Financial Advisor,Edward Jones Ellensburg WA 415 N Pearl St,jim.carkner@edwardjones.com,,Salesforce
11120087,Inactive Investor,Andrea Ritch,,"Osaic Wealth, Inc. Cranston RI 1020 Park Ave",,,Salesforce
10890238,Inactive Investor,Robert Correll,,Edward Jones Waynesboro PA 211 W 9th St,robert.correll@edwardjones.com,,Salesforce
9638565,,Juanita James,,,fandre@fccfoundation.org,,List import
11087850,Inactive Investor,Kian Ahern,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",kian.ahern@nm.com,,Salesforce
11099707,Inactive Investor,George Swatzell,Investment Management Consultant;Senior Vice President,SageSpring Wealth Partners,lucas.swatzell@swinvestmentgroup.com,,Salesforce
10646290,,Daniel Grote,,,dan.grote@lpl.com,,List Import
11112589,Inactive Investor,Nickolas Sherek,Workplace Wealth Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,nickolas.sherek@ubs.com,,Salesforce
10959198,Inactive Investor,Mitchell Janoff,Financial Representative,"Cambridge Investment Research, Inc. Woodbury NY 3 Crossways Park Dr W",mitchell.janoff@nm.com,,Salesforce
10881746,Inactive Investor,Warren Brooks,Chief Executive Officer;Financial Planner;President,Innovative Wealth Building LLC,wpbrooks@teamiwb.com,,Salesforce
10913942,Inactive Investor,Mark Freemyer,,"Allstate Financial Services, LLC Caldwell ID 3110 Cleveland Blvd",markfreemyer@allstate.com,,Salesforce
151458,,Nic Milito,,[Unknown],nic.milito@yahoo.com,,
11211245,Inactive Investor,Rafael Galeno,,"Wells Fargo Clearing Services, LLC Palos Verdes Peninsula CA 27440 Hawthorne Blvd",rafael.galeno@wellsfargo.com,,Salesforce
349149,,Caroline Page,Partner,Highvista Strategies Llc,cpage@highvistastrategies.com,617-406-6500,Manual List Upload
9568733,,Muhammad Bilal,,,bmuhammad205@gmail.com,,List import
10857862,Inactive Investor,Richard Yuen,Vice President,Citigroup Global Markets Inc. Costa Mesa CA 650 Town Center Dr,richard.yuen@citigroup.com,,Salesforce
11091826,Inactive Investor,Jacquelyn Walding,,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",jacquelyn.walding@prudential.com,,Salesforce
11128261,Inactive Investor,Qasim Khan,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",qkhan2@bofa.com,,Salesforce
10979949,Inactive Investor,Matthew Shatz,,"Muriel Siebert & Co., LLC New York NY 1 N End Ave",,,Salesforce
11178996,Inactive Investor,Jonathan Pinnock,Financial Consultant,Commonwealth Financial Network Salt Lake City UT 4525 S Wasatch Blvd,jpinnock@commonwealth.com,,Salesforce
10764800,Inactive Investor,David Mietty,Executive Director,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,david.mietty@ubs.com,,Salesforce
10874277,Inactive Investor,Marc Stalvey,Financial Advisor,Edward Jones Ocala FL 4701 SW College Rd,marc.stalvey@edwardjones.com,,Salesforce
11006944,Inactive Investor,Ajay Kumar,,"MML Investors Services, LLC South Plainfield NJ 904 Oak Tree Ave",,,Salesforce
9558758,,`wj Kwon,,,moii89@naver.com,,List import
38020,,Paul Iandoli,,"MML Investors Services, LLC",piandoli@financialguide.com,407-425-7501,
11180252,Inactive Investor,Lloyd Flood,Senior Investment Advisor,"Nicholas Hoffman & Company, LLC",lflood@nhoffmanandco.com,,Salesforce
10756796,Inactive Investor,Lorena Robles-Cohen,Assistant Vice President;Client Associate;Registered Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",lorena.robles-cohen@ml.com,,Salesforce
10873799,Inactive Investor,Robert Wiswell,,LPL Financial LLC Evans GA Private Residence,adam.wiswell@lpl.com,,Salesforce
11050691,Inactive Investor,Anita Patel,Financial Advisor;Senior Vice President,"Bravias Capital Group, LLC Miami FL Private Residence",anita@braviasfinancial.com,,Salesforce
10958385,Inactive Investor,Michael Dodge,Investment Executive;Vice President,"Fifth Third Securities, Inc. Naples FL 5076 Airport Pulling Rd N",michael.dodge@53.com,,Salesforce
11188077,Inactive Investor,Jennifer Evatt-Gilstrap,,"Osaic FS, Inc. Pendleton SC Private Residence",,,Salesforce
9560004,,Sara Scholl,,,sscholl@gwnsecurities.com,,List import
371284,,Sean Moran,,"Wilson, Sonsini, Goodrich & Rosati",sjm611@gmail.com,3232102916,Paid Media
10770713,Inactive Investor,Molly Rothove,Partner;Vice President;Wealth Manager,Creative Planning,molly.rothove@creativeplanning.com,,Salesforce
184184,,M S,,[Unknown],michaelmsimmers@protonmail.com,,Direct
11181667,Inactive Investor,Jeffrey Mann,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jeffrey.mann@fidelity.com,,Salesforce
10899583,Inactive Investor,Ryan Mercer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
343042,,Tom Whitnah,Senior Vice President,360 Financial,twhitnah@360financial.net,952-542-8900,Manual List Upload
10987117,Inactive Investor,Jacob Kauppila,,Standard Chartered Securities North America LLC,,,Salesforce
10956027,Inactive Investor,Giovanni Vermont,,"Empower Financial Services, Inc Lincoln RI Private Residence",giovanni.vermont@empower.com,,Salesforce
10946744,Inactive Investor,Kevin Barletta,,"International Assets Advisory, LLC Hopewell Junction NY Private Residence",kbarletta@iaac.com,,Salesforce
11054151,Inactive Investor,Alexander Shaske,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11206319,Inactive Investor,James Dempsey,Executive Director,J.P. Morgan Securities LLC Cincinnati OH 8044 Montgomery Rd,james.k.dempsey@chase.com,,Salesforce
11006163,Inactive Investor,Shyam Kadariya,,"Pruco Securities, LLC. Pittsburgh PA 455 E Bruceton Rd",shyam.kadariya@prudential.com,,Salesforce
10838746,Inactive Investor,James Wilson,,"Osaic FS, Inc. Fayetteville NC 3007 Fort Bragg Rd",james.wilson@lfg.com,,Salesforce
11232462,Inactive Investor,Maria Schiavone,,"Empower Financial Services, Inc Glendale CA 3200 Buckingham Rd",maria.schiavone@empower.com,,Salesforce
10973413,Inactive Investor,Christian Paterok,Credit Analyst;Equity;Portfolio Manager;Research Analyst,Noesis Capital Management Corp,cpaterok@noesis-capital.com,,Salesforce
10963097,Inactive Investor,Bobby Futch,Client Advisor;Financial Advisor,"Patton Albertson Miller Group, LLC",bobby@pamwealth.com,,Salesforce
10913026,Inactive Investor,Matthew Pfeifer,,J.P. Morgan Securities LLC Santa Cruz CA 730 Ocean St,matthew.g.pfeifer@jpmorgan.com,,Salesforce
10969663,Inactive Investor,Andrew Clark,Associate Client Advisor,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,andrew.clark@nb.com,,Salesforce
11111651,Inactive Investor,David Franck,,"Farmers Financial Solutions, LLC Aurora IL 1444 N Farnsworth Ave",dfranck@farmersagent.com,,Salesforce
11081485,Inactive Investor,Lina Morales Corredor,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pinellas Park FL 5100 Park Blvd N",lina_morales.corredor@ml.com,,Salesforce
10868860,Inactive Investor,William Root,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10822585,Inactive Investor,John Worcester,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Westborough MA 1400 Computer Dr",john.worcester@ampf.com,,Salesforce
10936671,Inactive Investor,Brent Bockover,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",brent.bockover@ml.com,,Salesforce
11099612,Inactive Investor,James Hanson,President,James P. Hanson Accountancy Corporation Castro Valley CA 5824 Cold Water Dr,,,Salesforce
9609732,,Ken McGrath,,,kenmcgra1@gmail.com,,List import
11210069,Inactive Investor,Jill Benson,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,jill.benson@fmr.com,,Salesforce
10998531,Inactive Investor,Cynthia Kimble,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cynthia_kimble@vanguard.com,,Salesforce
9550266,,Haitham Ashoo,,,pwm@pillarwm.com,,List import
10891994,Inactive Investor,Christopher Phillips,,"TrueWealth Advisors, LLC",cphillips@truewealthllc.com,,Salesforce
9585135,,Henry Asher,,,henryasher@thenorthstargroupinc.com,,List import
11020729,Inactive Investor,Gregory Tessar,,Citigroup Global Markets Inc. Farmingdale NY 2261 Broadhollow Rd,gregory.tessar@citi.com,,Salesforce
9555136,,Erin Freund,,,freund.erin@principal.com,,
11051474,Inactive Investor,David Gray,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Naples FL 2640 Golden Gate Pkwy",david.gray@wfafinet.com,,Salesforce
11182927,Inactive Investor,Scott James,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,scott.james@fmr.com,,Salesforce
11208578,Inactive Investor,Benjamin Jackson,Founder;Managing Member;Portfolio Manager,"Street Light Wealth Management, LLC",,,Salesforce
11013274,Inactive Investor,Jacob Ferdig,,MWA Financial Services Inc. Laguna Hills CA 23441 S Pointe Dr,jacob.ferdig@modern-woodmen.org,,Salesforce
11148274,Inactive Investor,Jennifer Main,Senior Vice President,"Raymond James & Associates, Inc. Oskaloosa IA 111 High Ave E",jennifer.main@raymondjames.com,,Salesforce
342744,,Daniel Rose,Senior Managing Director,"Coatue Management, L.l.c.",drose@coatue.com,212-715-5100,Manual List Upload
10838056,Inactive Investor,James Langer,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Regulatory Contact,Redmont Wealth,jlanger@redmontwealth.com,,Salesforce
11019734,Inactive Investor,Alexander Miller,,J.P. Morgan Securities LLC West Bend WI 600 W Paradise Dr,,,Salesforce
9564992,,MIKE GUINNANE,,,mguinnane@hotmail.com,,List import
11105131,Inactive Investor,Stuart McCormick,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",stuart.mccormick@raymondjames.com,,Salesforce
10957129,Inactive Investor,Dennis Spontarelli,,Commonwealth Financial Network Aurora OH 251 W Garfield Rd,dspontarelli@commonwealth.com,,Salesforce
334881,,Kristen Schreer,Managing Director And Chief Operating Officer,"Atlas Private Wealth Management, Llc",kschreer@atlaspwm.com,800-432-7447,Manual List Upload
10843968,Inactive Investor,Michael Busch,Principal,CFO4Life Richardson TX 2221 Lakeside Blvd,mike.busch@mycfo4life.com,,Salesforce
9544041,,RICHEL SANTOS,,,federico.pro.business@gmail.com,,List import
9577511,,David Gregory,,,dgregory@ayco.com,,List import
11007015,Inactive Investor,Israel Camacho,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,icamacho@primerica.com,,Salesforce
10783063,Inactive Investor,Anthony Pugliese,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",anthony.pugliese@ml.com,,Salesforce
10891166,Inactive Investor,Tyler Keck,Financial Advisor,Edward Jones Monte Vista CO 806 1st Ave,tyler.keck@edwardjones.com,,Salesforce
172570,,Sanjay RAWAL,,[Unknown],rawals@mac.com,,
11107643,Inactive Investor,Dylan Shannon,Investment Advisor,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,,,Salesforce
9606658,,Bob Mats,,,bcfmats@gmail.com,,List import
9598932,,Judith Lu,,,jlu@bluezoneadvisory.com,,List import
10793548,Inactive Investor,Murray Fox,,Cetera Financial Specialists LLC Feasterville Trevose PA 5 Neshaminy Interplex,murray.fox@ceterafs.com,,Salesforce
11219880,,Robert Glass,,,robertg@rationalmf.com,,Other
9628151,,Fay Dahhan,,,fay.dahhan@lpl.com,,List import
10777795,Inactive Investor,Christopher Fantano,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dover DE 55 Kings Hwy",,,Salesforce
10996914,Inactive Investor,Brandon Steppes,,"Wells Fargo Clearing Services, LLC San Diego CA 401 B St",brandon.steppes@wellsfargo.com,,Salesforce
10851655,Inactive Investor,Brian Gold,,Edward Jones Reno NV 6310 Mae Anne Ave,brian.gold@edwardjones.com,,Salesforce
11180621,Inactive Investor,Eileen Walshguilfoyle,,PFS Investments Inc. Cranston RI 2220 Plainfield Pike,eileen.walshguilfoyle@primerica.com,,Salesforce
353380,,Brad Rosenberg,Managing Director & Director-Research,Overbrook Management Corporation,brosenberg@overbrook.com,(212) 661-8710,List Import
10781583,Inactive Investor,Stephen Scanapicco,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Vice President;W,Morgan Stanley Shrewsbury NJ 1030 Broad St,stephen.scanapicco@morganstanley.com,,Salesforce
11125591,Inactive Investor,Robert Bell,,"Raymond James Financial Services, Inc. Fairbanks AK 1007 Aurora Dr",,,Salesforce
11212008,Inactive Investor,Michael Moon,,Commonwealth Financial Network San Diego CA 16935 W Bernardo Dr,mmoon@commonwealth.com,,Salesforce
11192273,Inactive Investor,Cody Barclay,,Advisor Resource Council Napa CA 1795 Third St,,,Salesforce
10615064,,Michael Stickler,"Financial Advisor, Portfolio Manager, Senior Vice President",,michael.stickler@morganstanley.com,,List Import
10896246,Inactive Investor,Stephen Thomas,,"Avantax Investment Services, Inc. Bohemia NY 80 Orville Dr",,,Salesforce
11069609,Inactive Investor,Keith Philippi,Financial Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,keith.philippi@morganstanley.com,,Salesforce
9583101,,Karey Chester,,,karey@mcdanielknutson.com,,List import
11117230,Inactive Investor,Tiffany Owens,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",,,Salesforce
10845328,Inactive Investor,James Gendron,First Vice President - Investments,"Raymond James & Associates, Inc. Buffalo NY 468 Delaware Ave",james.gendron@raymondjames.com,,Salesforce
10981744,Inactive Investor,Zoanne Gebhard,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9589294,,Brian berlin,,,briandkimberlin@rhyta.com,,List import
10964455,Inactive Investor,Austin Garmo,,"Wells Fargo Clearing Services, LLC La Jolla CA 7714 Girard Ave",,,Salesforce
11195168,Inactive Investor,Richard Boretti,Chief Compliance Officer,"Collaborative Wealth Advisors, LLC Westford MA 234 Littleton Rd",rboretti@cwagroup.com,,Salesforce
11083037,Inactive Investor,William Tolstyka,,Sigma Financial Corporation Dearborn MI 330 Town Center Dr,,,Salesforce
11078106,Inactive Investor,John Pettit,Financial Advisor,"Principal Securities, Inc. Puyallup WA Private Residence",pettit.jay@principal.com,,Salesforce
9582789,,Gary Woolworth,,,gw@cwcgroup.com,,List Import
2720,,Rekha Nayar,Research Analyst,"Onex Credit Partners, LLC",rnayar@onexcredit.com,1-201-541-2121,Initial Salesforce Import
9595317,,Leonard Mancini,,,lmancini@claritywealthmgmt.com,,List import
10905870,Inactive Investor,Ramon Delgadillo,Financial Planning Director,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,alex.delgadillo@morganstanley.com,,Salesforce
10849169,Inactive Investor,Nancy Anderson,Chief Compliance Officer;President,"New Perspectives, Inc.",nanderson@newper.com,,Salesforce
10945099,Inactive Investor,Jodi Herman,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,jherman@eaglestrategies.com,,Salesforce
11020209,Inactive Investor,Alliyah Thorpe,,State Farm VP Management Corp. Wilmington DE 501 Silverside Rd,,,Salesforce
10930609,Inactive Investor,Richard Spence,,"Ameritas Investment Company, LLC La Place LA 610 Belle Terre Blvd",rspence@ameritas.com,,Salesforce
10843290,Inactive Investor,Gerald Radican,Partner,"MML Investors Services, LLC Leesburg VA 19420 Golf Vista Plz",gjradican@financialguide.com,,Salesforce
11187759,Inactive Investor,Lon Michael Keeley,,"Citizens Securities, Inc. Pittsburgh PA 525 William Penn Pl",lon-michael.keeley@citizensbank.com,,Salesforce
10924579,Inactive Investor,Glenn Williams,,"Osaic Wealth, Inc. Atlanta GA 303 Perimeter Ctr N",,,Salesforce
10944745,Inactive Investor,Tera Wiggins,Financial Services Representative,"MML Investors Services, LLC Foley AL 1221 N McKenzie St",terawiggins@financialguide.com,,Salesforce
9557020,,Davif Widmann,,,david@cryptoberfest.de,,List import
10782257,Inactive Investor,Thomas Jacobs,Financial Advisor;Managing Director - Wealth Management;Senior Investment Management Consultant;Senior Portfolio Manager,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,thomas.jacobs@morganstanley.com,,Salesforce
11210572,Inactive Investor,Brandon Paugels,Private Wealth Associate,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",brandon.b.paugels@nm.com,,Salesforce
10855778,Inactive Investor,Martin Fleisher,Chief Compliance Officer;Managing Member,"Fleisher, Martin",,,Salesforce
233169,,Jae -,,Jae [[Unknown]],jchon@brownadvisory.com,,
11063896,Inactive Investor,Shalinda Austin,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,,,Salesforce
11014591,Inactive Investor,Jordan Klein,,Craft Capital Management LLC,jklein@craftcm.com,,Salesforce
5006881,,Fernando esteve,,propia,Todoxeltiro@yahoo.com.ar,01133701015,Web form fillout
350617,,Dan Kupiec,Investment Analyst,Mainstreet Advisors,dkupiec@mainstreetadv.com,312-223-0270,Manual List Upload
11027891,Inactive Investor,Terri Blake,,"FNBB Capital Markets, LLC",,,Salesforce
11084092,Inactive Investor,Chad Lynn,Financial Advisor,Edward Jones Venice FL 4130 Woodmere Park Blvd,chad.lynn@edwardjones.com,,Salesforce
11185990,Inactive Investor,John Loesch,,Fidelity Brokerage Services LLC,john.loesch@fidelity.com,,Salesforce
11053727,Inactive Investor,Raquel Jimenez,,"Farmers Financial Solutions, LLC Tucson AZ 3320 S Dodge Blvd",rjimenez@farmersagent.com,,Salesforce
9620092,,Nisa Amoils,,,schedule@nisaamoils.com,,List import
10990177,Inactive Investor,Rolan Pe,,"Wells Fargo Clearing Services, LLC Placentia CA 1396 N Rose Dr",,,Salesforce
69308,,Bre thom,mr.,none,copleybmt@yahoo.com,,
10648082,,Shane Wolfe,,,shane.wolfe@tractionfp.com,,List Import
10992583,Inactive Investor,Peter Kauffman,Financial Consultant,LPL Financial LLC Warsaw IN 219 W Market St,peter.kauffman@lpl.com,,Salesforce
11041208,Inactive Investor,Jeffrey Hiller,Chief Compliance Officer,Ascension Asset Management LLC,,,Salesforce
11106449,Inactive Investor,Eric Ekblade,,"Allstate Financial Services, LLC Derby CT 435 New Haven Ave",,,Salesforce
9615380,,Felix Misati,,,misatifelix@gmail.com,,List import
10927768,Inactive Investor,Wendy Castaldy,,LPL Financial LLC Smithtown NY 329 E Main St,wendy.castaldy@lpl.com,,Salesforce
10831838,Inactive Investor,James Fernberger,Managing Director;Wealth Advisor,William Blair Wyncote PA 145 Greenwood Ave,jfernberger@williamblair.com,,Salesforce
11160508,Inactive Investor,Kevin Sevier,,State Farm VP Management Corp. Bluffton SC 301 Buckwalter Place Blvd,kevinsevier@statefarm.com,,Salesforce
10951378,Inactive Investor,Michael Sethna,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,michael.sethna@primerica.com,,Salesforce
11135924,Inactive Investor,Lance Vialpando,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10973814,Inactive Investor,Zachary Schwenk,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,zachary_schwenk@vanguard.com,,Salesforce
11173207,Inactive Investor,Roberta Cifaratta,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",roberta_cifaratta@ml.com,,Salesforce
9545559,,David Lazar,,,lazard1@hdvest.net,,List import
9540664,,"GBTC Luxor Capital Partners Offshore Master Fund, LP",,Luxor Capital Partners LP,gbtc@luxorcap.com,,Organic Search
10753880,Inactive Investor,Jon Yasner,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",jon.yasner@equitable.com,,Salesforce
10025982,,Артем Денисенко,,,golova.bykaa7@gmail.com,,Web form fillout
10895813,Inactive Investor,Diane Foley,,"Raymond James Financial Services, Inc. Columbus NE 2623 13th St",diane.foley@raymondjames.com,,Salesforce
11091371,Inactive Investor,Justin Crawford,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,justin.crawford@ubs.com,,Salesforce
11029766,Inactive Investor,Jon Delahoussaye,,NYLIFE Securities LLC New Iberia LA 222 Fulton St,jdelahoussa2@ft.newyorklife.com,,Salesforce
10994040,Inactive Investor,Peter Schnobrich,,Cetera Investment Services LLC Saint Cloud MN 2915 2nd St S,,,Salesforce
9583278,,Vinod N Patel,,,minawin108@gmail.com,,List import
10645359,,Jennifer Rosenberg,,,jlrosenberg@metlife.com,,List Import
11151549,Inactive Investor,Julie Miller,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,julie.miller@fidelity.com,,Salesforce
9564450,,John Pridjian,,,john.pridjian@gmail.com,,List import
10986443,Inactive Investor,Elisiane Ramos,,NYLIFE Securities LLC Orlando FL 1715 Oakmont Ln,eramos@ft.newyorklife.com,,Salesforce
11173656,Inactive Investor,Timothy Reyes,Senior Vice President,Davenport & Company LLC,treyes@investdavenport.com,,Salesforce
11067100,Inactive Investor,Joseph Cumbie,,"Farmers Financial Solutions, LLC Englewood CO 7935 E Prentice Ave",jcumbie@farmersagent.com,,Salesforce
11166241,Inactive Investor,John Mathews,Managing Director,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,john.mathews@ubs.com,,Salesforce
10993103,Inactive Investor,Chelsea Spenser,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10919995,Inactive Investor,Reid Harris,Financial Advisor,Edward Jones Wilmington NC 4032 Masonboro Loop Rd,reid.harris@edwardjones.com,,Salesforce
11142934,Inactive Investor,Nathan Mostow,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",nathan.mostow@ml.com,,Salesforce
10773936,Inactive Investor,Paul Moss,Financial Advisor,LPL Financial LLC Cartersville GA 319 E Church St,grady.moss@lpl.com,,Salesforce
10938052,Inactive Investor,Nancy Franzen,,"FBL Marketing Services, LLC West Union IA 600 Hwy 150 S",nancy.franzen@fblfinancial.com,,Salesforce
10976846,Inactive Investor,Nathan Mchugh,,Fidelity Brokerage Services LLC,,,Salesforce
10805690,Inactive Investor,Keith Buchanan,Financial Advisor;Registered Principal,LPL Financial LLC Port Townsend WA 602 Monroe St,keith.buchanan@lpl.com,,Salesforce
11108909,Inactive Investor,Brent Anderson,,The AmeriFlex Group Santa Barbara CA 128 E Carrillo St,,,Salesforce
11172751,Inactive Investor,Andrea Pressley,Financial Advisor,Edward Jones Durango CO 1201 Main Ave,drea.pressley@edwardjones.com,,Salesforce
10821093,Inactive Investor,Daniel Correa,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",daniel.correa@wellsfargoadvisors.com,,Salesforce
11182032,Inactive Investor,Michael Smith,,"FBL Marketing Services, LLC Overland Park KS 8941 W 75th St",,,Salesforce
347102,,Keith Leblanc,"Vice President, Director Of Sales",Hancock Whitney Investment Services Inc.,keith.leblanc@hancockbank.com,504-586-7290,Manual List Upload
10616763,,Geoffrey Steger,,,geoff.steger@lpl.com,,List Import
11153738,Inactive Investor,Ryan Mcdonald,Workplace Solutions Group Service Professional,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11141515,Inactive Investor,Chelsey Mixon,,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",chelsey.broyles@valic.com,,Salesforce
10841889,Inactive Investor,Henry Sale,Product Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",henry.sale@wellsfargoadvisors.com,,Salesforce
9591343,,Raj Kumar,,,raj3189764@gmail.com,,List import
10792803,Inactive Investor,Brian Mimbs,Financial Advisor,Edward Jones Richmond Hill GA 10621 Ford Ave,brian.mimbs@edwardjones.com,,Salesforce
10758295,Inactive Investor,Katelyn Roberts,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",katelyn.whittaker@ml.com,,Salesforce
9609373,,Kevin Kimbrough,,,kevinekimbrough@gmail.con,,List import
164157,,Michael Marconi,,[Unknown],michael.marconi23@gmail.com,,Direct
9579982,,Tammy Miller,,,tammy.miller@thrivent.com,,List import
38193,,Michael McGlinsky,Financial Consultant,Thrivent Investment Management Inc.,michael.mcglinsky@thrivent.com,919-852-1971,
36523,,Ryan Charette,,Fidelity Personal and Workplace Advisors,ryan.charette@fidelity.com,,
10887414,Inactive Investor,Timothy Gonzales,,Cetera Advisors LLC Salisbury MD 953 Mount Hermon Rd,,,Salesforce
10834646,Inactive Investor,Chris Parker,,"HighTower Securities, LLC Redwood City CA 2925 Woodside Rd",cparker@hightoweradvisors.com,,Salesforce
10916566,Inactive Investor,Marianne Neill,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",marianne.neill@nm.com,,Salesforce
11231301,Inactive Investor,Paul Pham,,Vanguard Marketing Corporation,paul_pham@vanguard.com,,Salesforce
11017266,Inactive Investor,Annie Chen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",anniechen@ml.com,,Salesforce
10880584,Inactive Investor,Gregory Moss,Principal;Wealth Manager,Heller Wealth Management,,,Salesforce
11054839,Inactive Investor,Michael May,Financial Planner,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",mike.may@lfg.com,,Salesforce
9548920,,Jerry Knight,,,1jerryknight@gmail.com,,List import
11055518,Inactive Investor,Nicole Knutson,Assistant Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Minneapolis MN 9801 Normandale Blvd",nicolenelson@wellsfargoadvisors.com,,Salesforce
10772006,Inactive Investor,Harold Anderson,President;Regulatory Contact;Senior Advisor,Parkshore Wealth Management,harold@parkshorewealth.com,,Salesforce
10796460,Inactive Investor,David Bartoli,Financial Advisor;Insurance Planning Director;Senior Vice President;Wealth Advisor,Morgan Stanley Camp Hill PA 214 Senate Ave,david.bartoli@morganstanley.com,,Salesforce
10961067,Inactive Investor,Luke Osborn,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,luke_osborn@vanguard.com,,Salesforce
10836066,Inactive Investor,Michael Bardwell,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Harrison AR 715 W Sherman Ave",michael.bardwell@benjaminfedwards.com,,Salesforce
10856789,Inactive Investor,Jennifer Johnson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",jennifer.johnson@stifel.com,,Salesforce
10994954,Inactive Investor,Alexander Apodaca,,LPL Financial LLC Walnut CA 515 N Grand Ave,alexander.apodaca@lpl.com,,Salesforce
11025528,Inactive Investor,Albert Sidhom,,"The Investment Center, Inc. Bayonne NJ 665 Avenue C",asidhom@investmentctr.com,,Salesforce
9547180,,Dinar B,,,edinar69@mai.ru,,List import
10803474,Inactive Investor,Bryan Crabtree,Financial Planner,Commonwealth Financial Network Normal IL 1713 Fort Jesse Rd,bcrabtree@commonwealth.com,,Salesforce
11000890,Inactive Investor,Leonardo Sucre-Gonzalez,,J.P. Morgan Securities LLC Washington DC 850 O St NW,leonardo.sucre-gonzalez@jpmorgan.com,,Salesforce
10932359,Inactive Investor,Lisa Wirfel,,"Avantax Investment Services, Inc. Johnstown PA 237 Johns St",lisa.wirfel@myavantax.com,,Salesforce
10983843,Inactive Investor,Nicholas Holguin,,Edward Jones Woodstock GA 300 Parkbrooke Pl,,,Salesforce
11074295,Inactive Investor,Todd Schwartz,,"Concurrent Investment Advisors, LLC Englewood CO 5445 DTC Pkwy",todd.schwartz@poweredbyconcurrent.com,,Salesforce
10920657,Inactive Investor,Karen Glover,Division Leader;Representative,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,karen.glover@primerica.com,,Salesforce
11185129,Inactive Investor,Laura Cortez,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,lcortez@ft.newyorklife.com,,Salesforce
11060992,Inactive Investor,Kevin Hunt,Regional Vice President,PFS Investments Inc. Urbandale IA 3220 100th St,kevin.hunt@primerica.com,,Salesforce
9634091,,Tom M,,,t3mc11@gmail.com,,List import
164905,,Darren Hertell,,[Unknown],dhertell@gmail.com,,
11101184,Inactive Investor,Robert Sturgeon,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Prescott AZ 1030 Willow Creek Rd",r.w.sturgeon@ml.com,,Salesforce
10861812,Inactive Investor,Emil Rotaeche,Financial Advisor,Edward Jones Collingswood NJ 225 Haddon Ave,rotaeche@edwardjones.com,,Salesforce
227268,, -,,[[Unknown]],ncah_777@yahoo.com.hk,,
10983950,Inactive Investor,Christina Coburn,,J.P. Morgan Securities LLC Oklahoma City OK 12200 N Rockwell Ave,christina.coburn@jpmorgan.com,,Salesforce
11123909,Inactive Investor,Alexandra Walvis,,Allen & Company LLC,,,Salesforce
11020184,Inactive Investor,Elicasith You,Associate Representative,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,elicasith.you@thrivent.com,,Salesforce
10777928,Inactive Investor,Brian Tabler,,The O.N. Equity Sales Company,brian_tabler@ohionational.com,,Salesforce
9565650,,Stavros Gotsis,,,gotsisap@yahoo.com,,List import
10645092,,David Lamb,,,lambd@nuveen.com,,List Import
11102449,Inactive Investor,Kevin Amendola,Private Client Advisor,J.P. Morgan Securities LLC New York NY 28 Liberty St,kevin.m.amendola@jpmorgan.com,,Salesforce
350616,,Dan Kullman,"Regional Vice President, Behavioural Economics Architect",Toews Corporation,dkullman@toewscorp.com,877-863-9726,Manual List Upload
9611794,,Hugo Pereira,,,hugo.pereira@gmx.co.uk,,List import
10883449,Inactive Investor,Bryan Kohn,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",bryan.kohn@ml.com,,Salesforce
9579550,,Stanley Palmer,,,spalmer@marvinandpalmer.com,,List import
10288602,,Ira Dockins,,,ira@ira.com,,Web Form Fillout
11003540,Inactive Investor,Christiana Lovelace,,LPL Financial LLC Hickory NC 901 US Hwy 321 NW,christiana.lovelace@lpl.com,,Salesforce
351833,,Greg Laughlin,Client Advisor,Meristem Family Wealth,glaughlin@meristemfw.com,952-835-2577,Manual List Upload
11077853,Inactive Investor,Megan Semeraro,,Citigroup Global Markets Inc.,,,Salesforce
11016217,Inactive Investor,Jesse Martin,,PFS Investments Inc. Knoxville TN 112 Glenleigh Ct,jesse.martin@primerica.com,,Salesforce
10778174,Inactive Investor,Dawn Okon,,J.P. Morgan Securities LLC Kenosha WI 3611 80th St,dawn.a.okon@jpmorgan.com,,Salesforce
10882349,Inactive Investor,Teresa Lujan,Premier Banker,"Wells Fargo Clearing Services, LLC Fresno CA 2508 W Shaw Ave",teresa.lujan@wellsfargo.com,,Salesforce
11131126,Inactive Investor,Roberto Aldave,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
189169,,Paul Opoku,,[Unknown],paulksopoku@gmail.com,,
10795570,Inactive Investor,Steve Mattson,Financial Advisor,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",steven.mattson@wellsfargoadvisors.com,,Salesforce
11152876,Inactive Investor,Cynthia Guilliod,,"Avantax Investment Services, Inc. Thousand Oaks CA 141 Duesenberg Dr",,,Salesforce
10955227,Inactive Investor,Declan Carroll,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,declan.carroll@jpmorgan.com,,Salesforce
11093393,Inactive Investor,Vicki Jamison,,PFS Investments Inc. Overland Park KS 8500 W 110th St,vjamison@primerica.com,,Salesforce
9645072,,Nina Brown,,,nbrown@mylusd.org,,List import
9550431,,Randall Lau,,,rlau@schonfeldstrategic.com,,List import
11068069,Inactive Investor,Bret Crouse,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
10617157,,Julie Rush,,,julie.rush@ampf.com,,List Import
10980242,Inactive Investor,Gabriel Santana Avila,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11102297,Inactive Investor,Patrick Konyn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 341 Cool Springs Blvd",patrick.konyn@ml.com,,Salesforce
11156780,Inactive Investor,Gary Roberts,Financial Advisor,LPL Financial LLC Westborough MA 1500 W Park Dr,gary.roberts@lpl.com,,Salesforce
10772112,Inactive Investor,Tatiana Soto,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",tatiana.soto@ml.com,,Salesforce
9577495,,Neo Anderson,,,neoanderson222@hotmail.com,,List import
10613278,,Joseph Principe,"Managing Director, Senior Financial Advisor",,joseph_principe@ml.com,,List Import
346485,,David Sweet,Co-general Counsel,"D. E. Shaw & Co., L.p.",dsweet@deshaw.com,212-478-0000,Manual List Upload
11073352,Inactive Investor,Lynn Delprado Araneta,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10823940,Inactive Investor,Paul Pendorf,Insurance Agent,"Independent Financial Group, LLC Laguna Niguel CA 29231 Kestrel Ln",,,Salesforce
11115624,Inactive Investor,Kyle Kerkhoff,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,kyle.kerkhoff@fidelity.com,,Salesforce
9564510,,Benjamin Bronfman,,,ben@electrictree.com,,List import
11011612,Inactive Investor,Mckenna Sweet,,Cetera Financial Specialists LLC Springfield MO 1445 E Republic Rd,mckenna.sweet@ceterafs.com,,Salesforce
11036654,Inactive Investor,Emanuel Velez Serrano,,J.P. Morgan Securities LLC Monterey CA 291 Alvarado St,emanuel.velez-serrano@jpmorgan.com,,Salesforce
10821129,Inactive Investor,Michael Shilling,,Evercore Group L.L.C.,michael.shilling@evercore.com,,Salesforce
10844917,Inactive Investor,Mark Sutherland,Financial Consultant,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,mark.sutherland@lpl.com,,Salesforce
10950592,Inactive Investor,Justin Malizia,,"Raymond James & Associates, Inc.",justin.malizia@raymondjames.com,,Salesforce
11048863,Inactive Investor,Edward Gruber,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Morrisville PA 777 Township Line Rd,chris.gruber@morganstanley.com,,Salesforce
9589710,,Victoria Chau,,,vchau@cweil.com,,List import
10996117,Inactive Investor,Aaron Hemme,,Edward Jones Warrensburg MO 303 Hawthorne Blvd,,,Salesforce
10842320,Inactive Investor,Carter Mcmillan,Chief Compliance Officer;Managing Member;Portfolio Manager,"McMillan Capital Management, LLC",cmcmillan@mcmillancap.com,,Salesforce
10777515,Inactive Investor,Theresa Kenyon,Portfolio Associate,Morgan Stanley Rochester NY 300 Linden Oaks,theresa.c.kenyon@morganstanley.com,,Salesforce
11027727,Inactive Investor,Matthew Torres,,J.P. Morgan Securities LLC New York NY 2219 Broadway,,,Salesforce
10843249,Inactive Investor,Anthony Couch,,"Osaic Wealth, Inc. Burleson TX 388 SW Johnson Ave",,,Salesforce
4091377,,James Dobbins,,,jrd@hwinfieldtrust.com,,Web Form Fillout
10964999,Inactive Investor,Craig Hairston-Green,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 1111 Eldridge Pkwy",,,Salesforce
6043553,,Ignacio Martinez,,,ignaciomg15@gmail.com,,Web Form Fillout
11036600,Inactive Investor,Seth Jones,Branch Manager;Client Associate,"RBC Capital Markets, LLC Baltimore MD 2800 Quarry Lake Dr",seth.jones@rbc.com,,Salesforce
11190449,Inactive Investor,Alex Myers,Financial Advisor,"Wells Fargo Clearing Services, LLC Champaign IL 2237 S Neil St",alex.myers@wellsfargoadvisors.com,,Salesforce
11027957,Inactive Investor,Noel San Martin,,J.P. Morgan Securities LLC San Diego CA 10429 Craftsman Way,noel.san-martin@jpmorgan.com,,Salesforce
11098574,Inactive Investor,Rosavel Mora,,PFS Investments Inc. San Antonio TX 911 Isom Rd,rmora@primerica.com,,Salesforce
9507252,,Frank Farooq,,,sergeantfrank0@gmail.com,,Web Form Fillout
10782131,Inactive Investor,Stefano Mascetti,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc.,stefano.mascetti@ubs.com,,Salesforce
10881750,Inactive Investor,Charles Brower,,Cetera Financial Specialists LLC Holland MI 460 S Waverly Rd,charles.brower@ceterafs.com,,Salesforce
10829762,Inactive Investor,Paul Vann,Wealth Planning Advisor,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",paul.vann@lfg.com,,Salesforce
11158963,Inactive Investor,Ashweene Hassan,,"Ameriprise Financial Services, LLC Rochester NY 2024 W Henrietta Rd",,,Salesforce
10800647,Inactive Investor,Mark Scholl,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,mscholl@janney.com,,Salesforce
333862,,Rosanne Lissow,Director,"Decatur Capital Management, Inc.",rlissow@decaturcapital.com,404-270-9838,Manual List Upload
11126647,Inactive Investor,Dawn James,,"Grove Point Investments, LLC Lutherville Timonium MD 1301 York Rd",,,Salesforce
10932646,Inactive Investor,Michael Buttacavoli,,"Farmers Financial Solutions, LLC Orange CA 1912 N Batavia St",mbuttacavoli@farmersagent.com,,Salesforce
10763919,Inactive Investor,Danny Kasht,Assistant Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",danny.kasht@ml.com,,Salesforce
10774715,Inactive Investor,Steven Issleib,,"Northwestern Mutual Investment Services, LLC Naples FL 4851 Tamiami Trl N",stephen.issleib@nm.com,,Salesforce
11025208,Inactive Investor,Andrea Anderson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",andrea_anderson@ml.com,,Salesforce
10789543,Inactive Investor,Kent Ballard,,"Raymond James Financial Services, Inc. East Lansing MI 271 Woodland Pass",kent.ballard@raymondjames.com,,Salesforce
10761169,Inactive Investor,Gustavo Civetta,Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,gustavo.civetta@ubs.com,,Salesforce
9641813,,Elder Meu Vivo Mount,,,elder122@gmail.com,,List import
10852519,Inactive Investor,Matthew Woolf,Member,Seasons of Advice Wealth Management,matthew.woolf@soawealth.com,,Salesforce
215145,,Tom Wig,,[Unknown],tom@w1g.xyz,,Organic Search
10799860,Inactive Investor,Neil Egleston,,"American Portfolios Financial Services, Inc. Denver CO 4700 S Syracuse St",negleston@americanportfolios.com,,Salesforce
10966591,Inactive Investor,Brian Huxhold,,"Truist Investment Services, Inc. Brentwood TN 5030 Thoroughbred Ln",,,Salesforce
9635643,,William Holliday,,,wholliday@andinafamilyoffices.com,,List import
9609444,,Michael Seneski,,,mseneski@gmail.com,,List import
10882458,Inactive Investor,Todd Wakefield,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9640754,,Melissa Austad,,,maustad@ruffinco.com,,List import
10761251,Inactive Investor,Lynette Jefferson,Managing Director,UBS Financial Services Inc.,lynette.jefferson@ubs.com,,Salesforce
11037844,Inactive Investor,Kellin Mcgowan,Wealth Management Analyst,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11233694,Inactive Investor,Michael Giese,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11125439,Inactive Investor,Siddharth Misra,Financial Advisor,LPL Financial LLC Warren NJ 101 Town Center Dr,siddharth.misra@lpl.com,,Salesforce
239130,,Margit Bijou,,[Unknown],margitbijou@hotmail.com,,Direct
9586292,,Giovanni Cornette,,,gioc1811@gmail.com,,List import
10828067,Inactive Investor,Derrick Dahl,,"Empower Financial Services, Inc Edmond OK Private Residence",derrick.dahl@gwrs.com,,Salesforce
11002092,Inactive Investor,Jason DiDio,,"Ameriprise Financial Services, LLC Melville NY 1 Huntington Quadrangle",,,Salesforce
10939035,Inactive Investor,Colin Rath,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",colin.rath@ampf.com,,Salesforce
11161728,Inactive Investor,Brian Waddell,Wealth Management Advisor,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",brianwaddell@financialguide.com,,Salesforce
10783267,Inactive Investor,Charles Ross,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",charles.w.ross@ml.com,,Salesforce
202573,,graham beeghly,,[Unknown],graham.m.beeghly@gmail.com,,
9588571,,Yoyo Yu,,,yoyoyu@xrex.io,,List import
10903545,Inactive Investor,Mark Worner,Financial Consultant,Thrivent Investment Management Inc. Buffalo MN 30 1st Ave NE,mark.worner@thrivent.com,,Salesforce
9552246,,Scott Dauenhauer,,,scott@meridianwealth.com,,List import
170772,,AMIR AMIN,,[Unknown],amiramin90@gmail.com,,Organic Search
10795046,Inactive Investor,Michael Bonevento,,LPL Financial LLC Belmar NJ 1967 State Rte 34,michael.bonevento@lpl.com,,Salesforce
107936,,Faye Zhou,,CCIP,feichen1213@yahoo.com,88707988,Organic Search
10956862,Inactive Investor,Julio Vazquez Figueroa,,J.P. Morgan Securities LLC,julio.m.vazquezfigueroa@chase.com,,Salesforce
10419897,,Hien Tiet,,,hien.tiet@gmail.com,,Web Form Fillout
11207060,Inactive Investor,Joseph Lesner,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",joseph.lesner@ampf.com,,Salesforce
10901505,Inactive Investor,Joseph Wang,,Cetera Investment Services LLC Fremont CA 34420 Fremont Blvd,joseph.wang@ceterais.com,,Salesforce
10785905,Inactive Investor,Brett Kellam,Regional Executive,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",brett.kellam@raymondjames.com,,Salesforce
10611370,,Jonathan Wolfe,"Senior Vice President, Wealth Management Advisor",,jonathan_e_wolfe@ml.com,,List Import
11022902,Inactive Investor,Marivel Banda,,J.P. Morgan Securities LLC Dallas TX 1881 Sylvan Ave,,,Salesforce
240844,,Chris Murphy,,T. Rowe Price,chris.murphy@troweprice.com,,Event
223737,,Charles Cadwell,,Freightlogistics INC.com,chad@freightlogisticsinc.com,3034759145,Paid Search
10833773,Inactive Investor,Christopher Manown,,"Raymond James Financial Services, Inc.",christopher.manown@raymondjames.com,,Salesforce
9600069,,Sashie Godakandae,,,enigmaticinvestmentpartners@gmail.com,,List import
9602066,,Christopher Kobes,,,ckobes@hkfs.com,,List import
11021472,Inactive Investor,Sara Hosseini,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10646397,,Bryan McMullen,,,bryan.mcmullen@rbc.com,,List Import
9627118,,Lou Ligeri,,,louligeri@optonline.net,,List import
368007,,Kaitlyn Beckman,Other,,kbeckman@videntfinancial.com,4042670629,Webinar
10788903,Inactive Investor,Edward Mehren,Financial Representative;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",edward.mehren@nm.com,,Salesforce
372776,,Michael Neal,,United States,man49@airmail.net,,source
10997602,Inactive Investor,Han Gu,,"Kingswood Capital Partners, LLC Scarsdale NY 2 Overhill Rd",,,Salesforce
11168734,Inactive Investor,Jane Costello,Financial Advisor,Edward Jones Santa Rosa CA 182 Farmers Ln,jane.costello@edwardjones.com,,Salesforce
9594607,,Michael Angell,,,mangell@aspiriant.com,,List import
10874187,Inactive Investor,Don Livio,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",,,Salesforce
10963620,Inactive Investor,Haley Jones,Financial Advisor,Edward Jones Naples FL 12342 Tamiami Trl E,haley.jones@edwardjones.com,,Salesforce
9602188,,Donald Stanforth,,,don@icginc.co,,List import
9640928,,Arnold Lovering,,,alovering@ci.lexington.ma.us,,List import
10845390,Inactive Investor,Lowell Macher,Investment Advisor Representative,"Magnolia Financial Planning Services, Inc.",,,Salesforce
11006524,Inactive Investor,David Passehl,Financial Consultant,Thrivent Investment Management Inc. Shawano WI 517 E Green Bay St,dave.passehl@thrivent.com,,Salesforce
11068272,Inactive Investor,William Matykiewicz,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",william_matykiewicz@ml.com,,Salesforce
11151196,Inactive Investor,Lynn Beach,Client Service Associate,Morgan Stanley Columbus OH 4449 Easton Way,,,Salesforce
11140561,Inactive Investor,Morris Clarke,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",morris.clarke@bofa.com,,Salesforce
11131196,Inactive Investor,Juan Yu,,"Transamerica Financial Advisors, Inc Piscataway NJ 200 Centennial Ave",,,Salesforce
248441,,Veronica Shim,Associate Director,Fitch Ratings,veronica.shim@fitchratings.com,,Manual List Upload
9594288,,Paul Tramontozzi,,,ptramontozzi@stratoswealthpartners.com,,List import
8511,,De Jian Koh,,[[Unknown]],kohdejian1992@gmail.com,,Direct
10852570,Inactive Investor,Sean Ohagan,Elected Manager;Member;Secretary;Senior Wealth Advisor,"The Advocate Group, LLC",sohagan@theadvocategroup.com,,Salesforce
10959958,Inactive Investor,Megan Vogtritter,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,megan_vogtritter@vanguard.com,,Salesforce
10917956,Inactive Investor,Michael Seigal,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",michael.seigal@schwab.com,,Salesforce
11077922,Inactive Investor,Michael Dolan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",michael_dolan@ml.com,,Salesforce
10836894,Inactive Investor,Laith Khalaf,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",laith.khalaf@wellsfargoadvisors.com,,Salesforce
245844,,Not Provided,Senior Vice President Administration & Finance,George Mason Univerisity,ckissal@gmu.edu,,Manual List Upload
11090149,Inactive Investor,Laurie Sepanski,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,LTS Financial Group,laurie@ltsfinancialgroup.com,,Salesforce
10920241,Inactive Investor,Peter Serratore,,"MML Investors Services, LLC Wilkes Barre PA 1140 Hwy 315",,,Salesforce
11188051,Inactive Investor,Alan Rodriguez,,"American Trust Investment Services, Inc. Chicago IL 230 W Monroe St",a.rodriguez@amtruinvest.com,,Salesforce
11118434,Inactive Investor,Mark Catrabone,Financial Advisor;Partner,Commonwealth Financial Network Erie PA 1312 Peninsula Dr,,,Salesforce
10939288,Inactive Investor,Saul Navar,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",navar.saul@principal.com,,Salesforce
10788085,Inactive Investor,Matthew White,Private Client Advisor,J.P. Morgan Securities LLC Naperville IL 2503 W 75th St,matthew.x.white@jpmorgan.com,,Salesforce
9636493,,Andrew Meyers,,,ameyers@breckinridge.com,,List import
9633107,,Carl Thomas,,,carlthomasjr92@gmail.com,,List import
11200148,Inactive Investor,Eilidh Hajost,Associate,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10938146,Inactive Investor,Dillan Black,Financial Advisor,Edward Jones Boonville IN 3355 Liberty Blvd,dillan.black@edwardjones.com,,Salesforce
10487766,,Stephen Engro,"Chief Compliance Officer, President, Principal, Secretary, Treasurer",Beacon Financial Group,mwheeler@beaconfg.com,,List Import
9591707,,William Levine,,,wrlevine7@gmail.com,,List import
11082999,Inactive Investor,Shaun Uhrin,,"W&S Brokerage Services, Inc. Charleston SC 115 Central Island St",,,Salesforce
11051829,Inactive Investor,Darryl Jones,,J.P. Morgan Securities LLC Wyandanch NY 1 Station Dr,darryl.jones@jpmorgan.com,,Salesforce
10853570,Inactive Investor,Margaret Fredrickson,,Lincoln Investment Braintree MA 35 Braintree Hill Park,mfredrickson@lincolninvestment.com,,Salesforce
11053624,Inactive Investor,Melissa Robman,Financial Advisor,Edward Jones Glendora CA 945 E Rte 66,melissa.paslay@edwardjones.com,,Salesforce
11219375,,Dustin Demaio,,,ddemaio@wedgecapital.com,,Other
9592341,,Nikolaus Wenzl,,,nik@finimize.com,,List import
11022149,Inactive Investor,Paras Singh,,Jefferies LLC Charlotte NC 4201 Congress St,psingh@jefferies.com,,Salesforce
11130289,Inactive Investor,Robert Bell,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Glens Falls NY 86 Glen St,robert.h2.bell@morganstanley.com,,Salesforce
10964970,Inactive Investor,Ana Villalva,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Medford NY 2851 Horseblock Rd",,,Salesforce
10896208,Inactive Investor,Agustin Torrado,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10992956,Inactive Investor,Trevin Bowen,,"Kingsview Wealth Management, LLC Amarillo TX 6900 W Interstate 40",tbowen@kingsview.com,,Salesforce
10843867,Inactive Investor,Richard Tesseneer,Financial Advisor,"Independent Advisor Alliance, LLC Greensboro NC 1819 Pembroke Rd",,,Salesforce
11112245,Inactive Investor,Chase Stubbles,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,chase.stubbles@jpmorgan.com,,Salesforce
10769977,Inactive Investor,Brian Chou,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",bchou@tradestation.com,,Salesforce
224749,,Jeffrey Gluckman,,[Unknown],jeffbg5@aol.com,,source
11187092,Inactive Investor,Russell Carswell,,"Avantax Investment Services, Inc. Valley Center KS 214 W Main St",,,Salesforce
10908184,Inactive Investor,Maria Romanowski,,J.P. Morgan Securities LLC North Miami Beach FL 17760 Collins Ave,maria.romanowski@jpmorgan.com,,Salesforce
9576397,,Richard Bit,,,whantsomebitcoin@gmail.com,,List import
10488010,,Stan Hall,,"Osaic Wealth, Inc.",stan.hall.1000@gmail.com,,List Import
95974,,Gordon Haslam,,United States,grhaslam1969@gmail.com,,
241508,,Sharon Rocheleau,Client Relationship Administrator,"The Harbor Group, Inc.",srocheleau@harborgroup.com,603-668-0634,Manual List Upload
11236452,Inactive Investor,Shishun Kryskalla,Financial Planning Analyst,"Ameriprise Financial Services, LLC San Mateo CA 1900 OFarrell St",shishun@theblakeleygroup.com,,Salesforce
11032435,Inactive Investor,Remy Jacobson,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Napa CA 1030 Seminary St,,,Salesforce
10925007,Inactive Investor,Patrick Campbell,,State Farm VP Management Corp. Sheridan AR 107 N Rock St,,,Salesforce
61141,,Joseph Watson,Financial Consultant,Thrivent Investment Management Inc.,joseph.watson@thrivent.com,715-858-0953,
11007219,Inactive Investor,Sylvia Henry,,PFS Investments Inc. Peekskill NY 8 John Walsh Blvd,shenry@primerica.com,,Salesforce
9554282,,Nick George,,,nicholasgeorge1971@gmail.com,,List import
11034219,Inactive Investor,Ruben Vazquez,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,rubenangelvazquez@primerica.com,,Salesforce
248189,,Mar?a Cr?z Orell?na,Student,Montclair U,crzorellnam1@montclair.edu,,Manual List Upload
10824108,Inactive Investor,Jay Sellami,Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,jay.sellami@lpl.com,,Salesforce
11228890,Inactive Investor,Joshua Cannon,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
11060578,Inactive Investor,Anthony Watson,Chief Compliance Officer;Co-Founder;President;Retirement Advisor,Thrive Retirement Specialists,,,Salesforce
10993386,Inactive Investor,Heidi Larsen,,Cetera Investment Services LLC Covington LA 69360 Hwy 21,,,Salesforce
11093502,Inactive Investor,Peter Wilder,Private Wealth Advisor,"Ameriprise Financial Services, LLC Marietta GA 367 Atlanta St SE",peter.r.wilder@ampf.com,,Salesforce
10953744,Inactive Investor,Logan Sheley,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10619971,,Francis Gutrich,,,fran.gutrich@hiptpartners.com,,List Import
10918734,Inactive Investor,Gary Crouch,,LPL Financial LLC Wichita Falls TX 1715 9th St,gary.crouch@lpl.com,,Salesforce
10967901,Inactive Investor,Zachary Silver,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,zachary.silver@jpmorgan.com,,Salesforce
10844865,Inactive Investor,Janice King,Owner,"King, Janice M.",,,Salesforce
351592,,Benjamin Genz,"Director, Financial Planning","Poehling Capital Management, Inc.",fbgenz@poehlingcapital.com,608-664-9600,Manual List Upload
11230385,Inactive Investor,Jacob Beaver,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9543368,,Mark Effinger,,,me@exitpath.com,,List import
10858739,Inactive Investor,John Cogan,Financial Advisor,"Osaic Institutions, Inc. Portsmouth NH 160 Rockland St",,,Salesforce
10851391,Inactive Investor,Herbert Ormond,Chief Investment Officer;Managing Member;President;Regulatory Contact,"H. L. Ormond & Company, LLC",,,Salesforce
10923450,Inactive Investor,Thomas Boyer,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,thomasboyer.team@fidelity.com,,Salesforce
11042617,Inactive Investor,Kimberley Behrens,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
372920,,Ruvin Spivak,,[Unknown],ruvinspivak@gmail.com,,Event
11166324,Inactive Investor,Natalie Papayannoulis,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
9609093,,John Girardi,,,johntgirardimd@gmail.com,,List import
70941,,Terence Horan,President,Horan Wealth Management,thoran@horanassoc.com,513-745-0707,Manual List Upload
10784526,Inactive Investor,Claude Gaither,,"Compak Securities, Inc. Scottsdale AZ 8865 E Bell Rd",,,Salesforce
5529428,,jen sen,,,ginol25400@dmonies.com,,Web Form Fillout
10868908,Inactive Investor,Laurie Lipman,Financial Advisor,Commonwealth Financial Network La Mesa CA 4700 Spring St,llipman@commonwealth.com,,Salesforce
11169931,Inactive Investor,April Hahn,,The O.N. Equity Sales Company Appleton WI 831 W Northland Ave,,,Salesforce
11135825,Inactive Investor,Jeremy Gordon,,"Equitable Advisors, LLC Flowood MS 111 Belle Meade Pt",jeremy.gordon@equitable.com,,Salesforce
10905927,Inactive Investor,Joseph Steiner,,MWA Financial Services Inc. Kewaunee WI Private Residence,joseph.l.steiner@mwarep.org,,Salesforce
10907324,Inactive Investor,Ahida Garciaanaya,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10644004,,Ann Greenberg,,,ann.greenberg@lpl.com,,List Import
9567629,,James Oakes,,,joakes1128@live.com,,List import
9545816,,John Jaghab,,,jbjaghab@ft.newyorklife.com,,List import
11081224,Inactive Investor,Bruce Townsend,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",bruce.townsend@wellsfargoadvisors.com,,Salesforce
9633572,,Gertrude Martin,,,cryptoweedor@gmail.com,,List import
11064108,Inactive Investor,Hayley Bannochie,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10934980,Inactive Investor,Robert Follmer,Financial Advisor,Edward Jones Kansas City MO 7241 N Oak Trfy,evan.follmer@edwardjones.com,,Salesforce
117688,,Allison Kollar,"Lead Advisor, Vice President, Wealth Management Advisor","Brownson, Rehmus & Foxworth, Inc.",akollar@brfinc.com,312-346-5850,
11233835,Inactive Investor,George Smith,,"Avantax Investment Services, Inc.",,,Salesforce
9566055,,John Beliveau,,,jsb@hmpayson.com,,List import
9632786,,Joel Tillinghast,,,joel.tillinghast@fmr.com,,List import
11196089,Inactive Investor,Blake Kollin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",blake.kollin@ml.com,,Salesforce
9573309,,Samuel Stafford,,,stafford_samuel@nlvmail.com,,List import
11052010,Inactive Investor,Robert Tanner,Executive Director,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,rob.tanner@jpmorgan.com,,Salesforce
10769785,Inactive Investor,John Hutchinson,,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",john.w.hutchinson@wellsfargoadvisors.com,,Salesforce
11187512,Inactive Investor,Matthew Schutte,Senior Financial Advisor;Vice President,LPL Financial LLC Appleton WI 402 E Wisconsin Ave,matthew.schutte@lpl.com,,Salesforce
10800880,Inactive Investor,Jason Kimmell,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,jason.kimmell@ubs.com,,Salesforce
11096358,Inactive Investor,John Doerfer,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",john.doerfer@wellsfargoadvisors.com,,Salesforce
11142354,Inactive Investor,Thomas Shaughnessy,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",tjshaughnessy@financialguide.com,,Salesforce
11105859,Inactive Investor,Ana Munro,Financial Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,ana.munro@morganstanley.com,,Salesforce
11092126,Inactive Investor,Patrick Rodgers,Research Analyst;Wealth Manager,Badgley Phelps Wealth Managers,patr@badgley.com,,Salesforce
11018336,Inactive Investor,Timothy Evans,Chief Compliance Officer,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",tevans@ibrokernet.com,,Salesforce
214686,,Kevin Stoughton,,[Unknown],kstoughton1826@gmail.com,,Paid Search
4399523,,Bcbc Hardin,,,queenyorn@putrajayabaya.skom.id,,Web Form Fillout
10883534,Inactive Investor,Tyler Clark,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 10100 Innovation Dr",tyler.clark@ampf.com,,Salesforce
344557,,Linda Parenti,Buckingham & Company Shareholder,"Buckingham Capital Management, Inc.",lparenti@bcminvest.com,937-435-2742,Manual List Upload
10981820,Inactive Investor,Melva Winn,,State Farm VP Management Corp. Richardson TX 1415 State St,melva.johnson.e3x5@statefarm.com,,Salesforce
11260267,Inactive Investor,Johny Cardona,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10851843,Inactive Investor,David Neate,Financial Advisor,LPL Financial LLC Sacramento CA 3610 American River Dr,d.neate@lpl.com,,Salesforce
10978022,Inactive Investor,Isabella Marshall,,Edward Jones Stow OH 3918 Clock Pointe Trl,,,Salesforce
10658330,,Dan Giacalone,,,dgiacalone@farmersinsurance.com,,List Import
10943511,Inactive Investor,Lucas Nettles,Chief Compliance Officer,"Revo Financial, LLC Bartlesville OK 117 W 5th St",,,Salesforce
10944999,Inactive Investor,Miguel Ramon-Ureno,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,miguel.ramon-ureno@jpmorgan.com,,Salesforce
10883225,Inactive Investor,Shannon Ruiz,,AW Securities Houston TX 1800 West Loop S,,,Salesforce
11208917,Inactive Investor,Stewart Fields,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"OpenAir Financial, LLC",stewart@openairadvisers.com,,Salesforce
226858,,willie -,,[[Unknown]],williebaukman@yahoo.com,,Initial Salesforce Import
232290,, -,,[[Unknown]],omar.faridi@gmail.com,,Database Upload
10907459,Inactive Investor,Katherine Cole,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,katherine_cole@vanguard.com,,Salesforce
10974970,Inactive Investor,Philip Manske,,Thrivent Investment Management Inc. Dodgeville WI 214 Grace St,philip.manske@thrivent.com,,Salesforce
657,,,,,iwalsh99@sapo.pt,,
237444,, -,,[[Unknown]],mkr460@gmail.com,,Organic Search
170831,,peter backus,,[Unknown],pbtradingarizona@yahoo.com,,
11042011,Inactive Investor,Jaemin Ragsdale,,"Stifel, Nicolaus & Company, Incorporated Irvine CA 584 Wald",jragsdale@finance500.com,,Salesforce
227351,, -,,[Unknown],rowdy136@gmail.com,,
10846027,Inactive Investor,Brentley Berry,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",brent.berry@raymondjames.com,,Salesforce
10847034,Inactive Investor,Curtis Lightle,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,calightle@ft.newyorklife.com,,Salesforce
10814916,Inactive Investor,Matthew Cochran,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
10927758,Inactive Investor,James Mcfarlane,,"The Leaders Group, Inc.",,,Salesforce
10788016,Inactive Investor,Linda Kissler,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",linda.kissler@ml.com,,Salesforce
10956919,Inactive Investor,Raechel Deboer,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,raechel.dolan@fmr.com,,Salesforce
9573064,,Alberto Mann,,,alberto.mann@surveyor-capital.com,,List import
10854043,Inactive Investor,David Lee,,"U.S. Bancorp Advisors, LLC Arcadia CA 101 E Foothill Blvd",david.lee@uboc.com,,Salesforce
10778108,Inactive Investor,Christopher Greever,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,christopher.m.greever@jpmorgan.com,,Salesforce
352698,,Jennings Nelson,Vice President,C F Parks Inc,jennings@cfparks.com,704-637-6011,Manual List Upload
11017754,Inactive Investor,Alison Frederick,,Robert W. Baird & Co. Incorporated Saint Joseph MI 2900 S State St,,,Salesforce
10901235,Inactive Investor,Chris Loutsis,Portfolio Manager;Wealth Manager,Merit Financial Advisors Issaquah WA 6415 E Lake Sammamish Pkwy SE,cloutsis@meritfa.com,,Salesforce
11165870,Inactive Investor,Tamara Meissel,,LPL Financial LLC Bismarck ND 320 N 4th St,tamara.meissel@lpl.com,,Salesforce
212200,,Carl Ellington,,Lincoln Financial Advisors Corporation,carl.ellington@lfg.com,478-746-9505,
10857832,Inactive Investor,Hilary Doherty,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",hilary.doherty@rbc.com,,Salesforce
11087229,Inactive Investor,Erik Canedy,Senior Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,erik.canedy@lpl.com,,Salesforce
11063993,Inactive Investor,David Dugger,,"Kestra Investment Services, LLC Richardson TX 2600 N Central Expy",,,Salesforce
10799960,Inactive Investor,Peter Walsh,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Buffalo NY 141 Elm St",peter.walsh@raymondjames.com,,Salesforce
9610625,,Ben Weinbaum,,,bweinbaum@gmail.com,,List import
11064094,Inactive Investor,Jennifer Roberson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11064728,Inactive Investor,Tony Lu,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,tony.lu@fidelity.com,,Salesforce
200146,,William Dyer,Financial Advisor,"SunTrust Advisory Services, Inc.",russ.dyer@suntrust.com,863-297-6811,
9636862,,Dickson Jackson,,,dickson.jackson@bailliegifford.com,,List import
11001949,Inactive Investor,Nicole Olczak,,"OneAmerica Securities, Inc. Lisle IL 901 Warrenville Rd",,,Salesforce
352688,,Jennifer Tamayo,Office Coordinator,"Multnomah Group, Inc.",jennifer.tamayo@multnomahgroup.com,503-772-0159,Manual List Upload
10934530,Inactive Investor,Clayton Edger,,"Beaconsfield Financial Services, Inc. Hastings MI 518 W Apple St",,,Salesforce
219410,,Dzmitry B,,[Unknown],dm.buryi@gmail.com,,Direct
9623695,,Vladislav Antonov,,,avladfx@ya.ru,,List import
5936481,,pop lop,,,kemab89608@cmeinbox.com,,Web Form Fillout
11024520,Inactive Investor,Robert Pfromm,,"Allstate Financial Services, LLC Kansas City MO 1152 W 103rd St",b.pfromm@allstate.com,,Salesforce
10855229,Inactive Investor,Michael Billings,Financial Advisor,Edward Jones West Linn OR 1664 Willamette Falls Dr,tod.billings@edwardjones.com,,Salesforce
11038163,Inactive Investor,Tia Darden,,J.P. Morgan Securities LLC Gurnee IL 6400 Grand Ave,tia.darden@jpmorgan.com,,Salesforce
10832586,Inactive Investor,Tyler Mattson,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3600 Minnesota Dr",tyler.2.mattson@ampf.com,,Salesforce
10859743,Inactive Investor,James Iozzo,Financial Planner,Commonwealth Financial Network Auburn MA 319 Southbridge St,jiozzo@commonwealth.com,,Salesforce
10997456,Inactive Investor,Christopher Wilde,Chief Operating Officer;Chief Operations Officer;Investment Strategist,Connectus Wealth,cwilde@connectuswealth.com,,Salesforce
11043818,Inactive Investor,Matt O'Driscoll,Senior Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,matt.o-driscoll@jpmorgan.com,,Salesforce
10971127,Inactive Investor,Joseph Criscione,,"Register Financial Associates, Inc.",jcriscione@registerfinancial.com,,Salesforce
11091922,Inactive Investor,Drew Lacey,,J.P. Morgan Securities LLC Crestwood KY 6000 Crestwood Sta,drew.h.lacey@jpmorgan.com,,Salesforce
11176003,Inactive Investor,Alic Stradling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2505 W Chandler Blvd",,,Salesforce
10946985,Inactive Investor,Patrick Corcorran,,"Coldstream Securities, Inc.",patrick.corcorran@coldstream.com,,Salesforce
11133768,Inactive Investor,Edward McKinney,,Key Investment Services LLC Sylvania OH 5604 N Main St,emckinney@kisinvestments.com,,Salesforce
11086112,Inactive Investor,James Fosbre,,"Fortune Financial Services, Inc. Bayville NJ 73 Grant Ln",jff@fortunefinancialservices.com,,Salesforce
11070134,Inactive Investor,Jeffrey Lewis,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",jlewis40@ml.com,,Salesforce
11147467,Inactive Investor,Andrew Flessel,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,andrew.flessel@fidelity.com,,Salesforce
9623997,,Fahad Albader,,,fahad@cwa.com.kw,,List import
11196258,Inactive Investor,David Lane,Financial Professional,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
9590971,,Michael Balboa,,,mbalboa@famfunds.com,,List import
219996,,Jared Rudolph,,[Unknown],jrudolph@rudbro.com,,
225134,,jim connelley,cheef,home,jim@connelley.org,,Direct
10904193,Inactive Investor,Diana Marquez,,LPL Financial LLC Tampa FL 8355 Gunn Hwy,diana.marquez@lpl.com,,Salesforce
10935962,Inactive Investor,Tracy Williams,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,tracy.l.baluyot@jpmorgan.com,,Salesforce
9594009,,Paul McGirr,,,paul@chfcorp.com,,List import
11124016,Inactive Investor,Helen Kho,,NYLIFE Securities LLC New York NY 420 Lexington Ave,hokho@ft.newyorklife.com,,Salesforce
10987522,Inactive Investor,Marilyn Gentilotti,Owner,"Beacon Light Planning, LLC Wayland MA Private Residence",,,Salesforce
11066255,Inactive Investor,Matthew Connolly,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
10776109,Inactive Investor,Mary Leblanc,Assistant Vice President;Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette LA 900 S College Rd",mary.leblanc@ml.com,,Salesforce
9578235,,Nsnsksk Snsnanan,,,kaksksks@gmail.com,,List import
11172018,Inactive Investor,Tauseef Chauhan,,Deutsche Bank Securities Inc.,,,Salesforce
9568082,,Brian Pollard,,,brian.pollard@captrustadvisors.com,,List import
9554515,,Stephen Hardesty,,,stevemuohio@yahoo.com,,List import
11044222,Inactive Investor,John Coggins,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",kim.coggins@wellsfargoadvisors.com,,Salesforce
10611337,,James Troy,"Senior Financial Advisor, Senior Vice President",,cvillage@snet.net,,List Import
10874648,Inactive Investor,Clint Foster,Wealth Advisor,"TVAMP, LLC",clint.foster@tvamp.com,,Salesforce
10841077,Inactive Investor,Aaron Spear,,LPL Financial LLC Houston TX 1200 Post Oak Blvd,aaron.spear@lpl.com,,Salesforce
11134701,Inactive Investor,Melinda Bell,Private Client Assistant,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,mbell@janney.com,,Salesforce
11103370,Inactive Investor,Perry Truscon,,Cetera Advisor Networks LLC Ishpeming MI 743 Palms Ave,,,Salesforce
11170704,Inactive Investor,Eric Fehr,,"Truist Investment Services, Inc. Nazareth PA 33 S Broad St",,,Salesforce
237903,, -,,[[Unknown]],arthurtxu@gmail.com,,Organic Search
11148007,Inactive Investor,Bryan Brown,Financial Advisor,Edward Jones Enid OK 215 Kenwood Blvd,bryan.brown@edwardjones.com,,Salesforce
10964593,Inactive Investor,Andrew Bryant,Premier Banker,"Wells Fargo Clearing Services, LLC Charleston SC 751 Daniel Ellis Dr",,,Salesforce
10892055,Inactive Investor,Scott Gorham,Chief Compliance Officer;Financial Advisor;Managing Member,"Gorham Wealth Management, LLC",scottg@gorhamfinancial.com,,Salesforce
10911470,Inactive Investor,David Tucker,Wealth Advisor,William Blair,dtucker@williamblair.com,,Salesforce
11009781,Inactive Investor,Temprance Berry,Personal Banker,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",temprance.berry@53.com,,Salesforce
10849722,Inactive Investor,Renee Gallagher,Branch Operations Manager;Chief Operating Officer;Secretary,Gallagher Wealth Management,renee@gallagherwealth.com,,Salesforce
9566258,,Skip Rowland,,,skip@bannercross.com,,List import
11137558,Inactive Investor,Thomas Saunders,Senior Vice President,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",thomas.saunders@raymondjames.com,,Salesforce
10782077,Inactive Investor,Rick Stivers,,NYLIFE Securities LLC Due West SC Private Residence,rstivers@ft.newyorklife.com,,Salesforce
11012087,Inactive Investor,Brian Dickson,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,bdickson@primerica.com,,Salesforce
11187032,Inactive Investor,Brian Mcdonald,Trade Desk Specialist,"Citizens Securities, Inc.",,,Salesforce
11181913,Inactive Investor,Daniel Fleming,Financial Advisor,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",dfleming@greatvalleyadvisors.com,,Salesforce
10998648,Inactive Investor,Jennifer Thornton,,"Saybrus Equity Services, LLC Southington CT Private Residence",jthornton@saybruspartners.com,,Salesforce
10806959,Inactive Investor,Bart Schmolke,,LPL Financial LLC Alexandria LA 128 Versailles Blvd,bart.schmolke@lpl.com,,Salesforce
8385742,,Alex Haynes,,,ahaynes3cm@gmail.com,,Web Form Fillout
230542,, -,,[[Unknown]],parreiruno@gmail.com,,Organic Search
164252,,Gerelyn Terzo,,[Unknown],gerelyn2@gmail.com,,Direct
11143588,Inactive Investor,Wade Giddens,,"Raymond James Financial Services, Inc. Peachtree City GA 525 Westpark Dr",wade.giddens@raymondjames.com,,Salesforce
10947056,Inactive Investor,Joshua Joffe,Director - Investments;Head - Investments;Managing Director,"Revolve Wealth Partners, LLC",joshua.joffe@revolvewealth.com,,Salesforce
11007827,Inactive Investor,Seiloga Vaisola,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,svaisola@primerica.com,,Salesforce
9618431,,Michael Wallace,,,mwallace@whitepinecapital.com,,List Import
5148142,,mii na ly na,,,wafewa8765@klblogs.com,,Web Form Fillout
10904902,Inactive Investor,James Hinkle,Financial Advisor,Edward Jones Owasso OK 307 E 2nd Ave,alex.hinkle@edwardjones.com,,Salesforce
11153266,Inactive Investor,Harshani Springer,,J.P. Morgan Securities LLC Cerritos CA 18801 Gridley Rd,harshani.a.springer@chase.com,,Salesforce
10816874,Inactive Investor,Christine Insinger,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11234602,Inactive Investor,Michael Russ,Investment Advisor Representative,Savant Wealth Management Cedar Rapids IA 221 3rd Ave SE,mruss@savantwealth.com,,Salesforce
10917035,Inactive Investor,Matthew Hudak,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Managing Member,CoCreate Financial,matt.hudak@cocreatefinancial.com,,Salesforce
10996362,Inactive Investor,Deborah Ramirez,,J.P. Morgan Securities LLC Woodside NY 5926 Woodside Ave,deborah.ramirez@jpmorgan.com,,Salesforce
9634403,,Stacey Martin,,,stacey.martin@cir2.com,,List import
10804696,Inactive Investor,Timothy Joos,Financial Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",timothy.joos@nm.com,,Salesforce
11002021,Inactive Investor,John Thomas Patton,,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",johnthomas.pattton@ampf.com,,Salesforce
11176588,Inactive Investor,Kevin Pate,Head - Asset Allocation,"Raymond James & Associates, Inc.",kevin.pate@raymondjames.com,,Salesforce
10778164,Inactive Investor,Jared Wasserman,,Deutsche Bank Securities Inc.,jared@deutschewealth.com,,Salesforce
11139156,Inactive Investor,John Woodworth,,J.P. Morgan Securities LLC Solon OH 6395 Som Center Rd,,,Salesforce
335029,,Mark Hogan,Financial Advisor,"Prime Capital Investment Advisors, Llc",mhogan@qualifiedplanadvisors.com,800-493-6226,Manual List Upload
11029339,Inactive Investor,Aaron Fiske,Financial Advisor,Oppenheimer & Co. Inc. Nashville TN 1600 West End Ave,aaron.fiske@opco.com,,Salesforce
40468,,Joseph Ezernack,"Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Managing Principal, Shareholder",Trademark Capital Management Inc.,joe.ezernack@trademarkcapital.com,706-534-2351,
9557164,,hajir abasi,,,hako_7006@yahoo.com,,List import
9614248,,Eric Lam,,,ericl@leithwheeler.com,,List import
10821190,Inactive Investor,Adam Hogue,,"Flagship Harbor Advisors, LLC North Andover MA 867 Turnpike St",adam.hogue@flagshipharbor.com,,Salesforce
10882572,Inactive Investor,Will Kothmann,Financial Advisor,Edward Jones Brownwood TX 500 Main St,,,Salesforce
10888640,Inactive Investor,Joseph Fernandez,Chief Executive Officer;Founder;President,"Invenio Wealth Partners, LLC",,,Salesforce
9584440,,Alishia Strother,,,alishiastrother@gmail.com,,List import
11173564,Inactive Investor,Michael Stein,Investment Advisor Representative,"Voya Financial Advisors, Inc. Minneapolis MN 250 Marquette Ave",michael.stein@voyafa.com,,Salesforce
10489597,,Derek Grissett,"Group Manager, Portfolio Counselor",Fisher Investments Plano TX 6504 International Pkwy,derekgrissett@yahoo.com,,List Import
11117626,Inactive Investor,Elaine Brandhorst,,"Ameriprise Financial Services, LLC Fairfield OH 1251 Nilles Rd",elaine.x.brandhorst@ampf.com,,Salesforce
10893004,Inactive Investor,Cody Bryl,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11046128,Inactive Investor,Robert Burkhart,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",,,Salesforce
11260347,Inactive Investor,Julia Williams,,"Wells Fargo Clearing Services, LLC Exton PA 100 W Lincoln Hwy",,,Salesforce
10963871,Inactive Investor,Keith Wallis,Partner,"Wells Fargo Advisors Financial Network, LLC Washington MO 1301 W 5th St",keith.wallis@wellsfargoadvisors.com,,Salesforce
2275884,,aditya m,,,adi29atm@gmail.com,,
11090908,Inactive Investor,Hilda Portillo Sandoval,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",,,Salesforce
10914690,Inactive Investor,Stephen Odunna,Client Service Associate,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10900671,Inactive Investor,Joseph Herman,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10763206,Inactive Investor,Christina Smith,Assistant Vice President;Financial Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,christina.m.smith@morganstanley.com,,Salesforce
11072969,Inactive Investor,Austin Rupert,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10892790,Inactive Investor,Phillip Sagadraca,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
236255,,Marcos -,,Marcos [[Unknown]],marcosgbk@gmail.com,,
11025246,Inactive Investor,Melissa Frazier,Senior Client Associate,UBS Financial Services Inc. Merced CA 767 E Yosemite Ave,melissa.frazier@ubs.com,,Salesforce
9634479,,Jordan O'Donnell,,,jodonnell@iaaria.com,,List import
10840730,Inactive Investor,Jennifer Addison,Registered Client Service Associate,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",,,Salesforce
11025261,Inactive Investor,Jason Kennedy,Financial Advisor,Edward Jones Evanston WY 212 9th St,jason.kennedy@edwardjones.com,,Salesforce
10729618,,Daniel Stern,,,danstern2012@gmail.com,,Web Form Fillout
227689,, -,,[Unknown],chazhayes@gmail.com,,
10839538,Inactive Investor,Kyle Clift,Corporate Retirement Director;Financial Advisor;Managing Director;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",kyle.clift@rbc.com,,Salesforce
11126081,Inactive Investor,June Vinci,Financial Advisor,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",jvinci@royalaa.com,,Salesforce
11066886,Inactive Investor,Derek Watkins,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jamestown NY 55 Southwestern Dr",derek_a_watkins@ml.com,,Salesforce
9642939,,SUNJU KIM,,,sunjukim@kbfg.com,,List import
11096516,Inactive Investor,Matthew Antenucci,Portfolio Manager,McCarley & Cook Financial Planners,,,Salesforce
11196130,Inactive Investor,Lawrence Elovitz,,LPL Financial LLC Dublin OH 115 S High St,lawrence.elovitz@lpl.com,,Salesforce
10914639,Inactive Investor,Dennis Voigt,Chief Compliance Officer;Managing Member,Bascomb Madison & James Capital Management,dwvoigt@bascomb.com,,Salesforce
10782986,Inactive Investor,Scott Fiser,,Arvest Wealth Management Rogers AR 5201 Village Pkwy,sfiser@arvest.com,,Salesforce
11220052,,Katherine Otis,,,katherine@1834investmentadvisors.com,,Other
10879437,Inactive Investor,Jason Dixon,Senior Vice President - Financial Planning,Edelman Financial Engines Oklahoma City OK 1601 NW Expy,jason.dixon@edelmanfinancialengines.com,,Salesforce
10902574,Inactive Investor,Ramayne Macke,,Cetera Advisor Networks LLC Carlisle PA 427 Village Dr,macker@ceteranetworks.com,,Salesforce
11216875,,David Medanich,,,david.medanich@hilltopsecurities.com,,Other
10816485,Inactive Investor,Vincent Pallitto,,LPL Financial LLC Florham Park NJ 30 Columbia Tpke,vince.pallitto@lpl.com,,Salesforce
9608662,,Nuno Serafim,,,bolhadesignproductions@gmail.com,,List import
10946256,Inactive Investor,Roderick Crabbe,,"Allstate Financial Services, LLC Orange Park FL 1123 Kingsley Ave",roderickcrabbe@allstate.com,,Salesforce
10847573,Inactive Investor,Brandon Goll,Financial Advisor,"Voya Financial Advisors, Inc. Baton Rouge LA 5525 Galeria Dr",brandon.goll@voyafa.com,,Salesforce
11077396,Inactive Investor,Nicholas Hanson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
10856555,Inactive Investor,Emily Osborne,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
10836500,Inactive Investor,Christopher Arsement,Member;Partner,"Apex Capital Management, L.L.C. Lafayette LA 701 Robley Dr",carsement@apexcapitalmanagement.com,,Salesforce
11146312,Inactive Investor,Kevin Krakora,Senior Wealth Advisor,"MAI Capital Management, LLC North Canton OH 1360 S Main St",kevin.krakora@mai.capital,,Salesforce
10870952,Inactive Investor,Cheng Yeoh,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",cheng.yeoh@transamerica.com,,Salesforce
10930830,Inactive Investor,Douglas McCaslin,,Aegis Capital Corp. Portland OR 1000 SW Broadway,dmccaslin@aegiscap.com,,Salesforce
10808332,Inactive Investor,Pamela Wilson,,"Hantz Financial Services, Inc.",pamela.wilson@hantzgroup.com,,Salesforce
10807474,Inactive Investor,Barton Rule,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,barton.j.rule@morganstanley.com,,Salesforce
11119974,Inactive Investor,Georgia Hanford,Financial Professional,LPL Financial LLC New York NY 6 Stone St,georgia.hanford@lpl.com,,Salesforce
9639122,,Hitoshi Takahashi,,,takahashi@astmaxam.com,,List import
10948892,Inactive Investor,Arjun Subbiah Nanjappa Titermada,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
9568236,,Michael Havlik,,,mhavlik@financialguide.com,,List import
11130136,Inactive Investor,Otilio Gonzalez,,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",,,Salesforce
117269,,Daniel Kjorsvik,,Focus Financial,dkjorsvik@focusfinancial.com,952-225-0338,
9579582,,Michael Psarouthakis,,,michael@etllc.com,,List import
11117788,Inactive Investor,Daniel Hendel,,Key Investment Services LLC Warminster PA 298 Veterans Way,daniel_hendel@keybank.com,,Salesforce
10809319,Inactive Investor,Laura Kolasky,,"Stifel, Nicolaus & Company, Incorporated Omaha NE 1125 S 103rd St",,,Salesforce
11150392,Inactive Investor,Robert Davila,,PFS Investments Inc. Derwood MD 7642 Standish Pl,,,Salesforce
10939958,Inactive Investor,Daniel Owen Rodriguez,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.owen-rodriguez@jpmorgan.com,,Salesforce
11154137,Inactive Investor,Corey Smith,Associate Banker,Citigroup Global Markets Inc. New York NY 153 E 53rd St,corey.smith@citi.com,,Salesforce
10848714,Inactive Investor,Christopher Girbes-Pierce,Advisor;Co-Founder;Member;Regulatory Contact,Five Oceans Advisors,chris.girbes@fiveoceansadvisors.com,,Salesforce
11063565,Inactive Investor,Daniel Reed,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10781771,Inactive Investor,Brendon Vachon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brendon.vachon@fidelity.com,,Salesforce
10841535,Inactive Investor,Alan Robbins,Financial Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",alan.robbins@nm.com,,Salesforce
10781157,Inactive Investor,Steven Baesler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10990506,Inactive Investor,Kavitha Ramlal,,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,,,Salesforce
10612950,,Michael Botwinick,Financial Advisor,,mbotwinick@hotmail.com,,List Import
1001487,Inactive Investor,Lee Bonnie B. Stern,,Farkough,lrobins@fffcpas.com,212-245-5900,3rd Party Lead Gen
11170327,Inactive Investor,Daniel Avram,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",daniel.avram@ml.com,,Salesforce
11060471,Inactive Investor,Sarah Kain,Financial Advisor,Edward Jones Twin Falls ID 358 Cheney Dr W,sarah.kain@edwardjones.com,,Salesforce
348113,,Milton Berlinski,Limited Partner And Managing Partner,Reverence Capital Partners,milton.berlinski@reverencecapital.com,212-804-8025,Manual List Upload
10611138,,Robert Haskins,"Managing Director, Private Client Advisor",,robert.haskins@bofa.com,,List Import
9595471,,Daniel Khan,,,dkhan139@gmail.com,,List import
9628467,,Jim Ungvarsky,,,jimu1025@gmail.com,,List import
10801037,Inactive Investor,Steven Jones,Private Wealth Advisor,"Ameriprise Financial Services, LLC Savoy IL 6 Dunlap Ct",,,Salesforce
11176589,Inactive Investor,Steven Rozencwaig,Senior Vice President,"Raymond James & Associates, Inc. New York NY 320 Park Ave",steven.rozencwaig@raymondjames.com,,Salesforce
11031025,Inactive Investor,Michael DeBiase,Financial Advisor,Edward Jones Allston MA 10 Scottfield Rd,michael.debiase@edwardjones.com,,Salesforce
10807669,Inactive Investor,Jeffry Fruchtenicht,,United Planners' Financial Services of America A Limited Partner Independence IA 231 1st St E,,,Salesforce
9639300,,Ryan Davis,"Chief Investment Officer, Chief Operating Officer, Director - Research, President",Next Capital Management LLC,rdavis@nextcapitalmgmt.com,212-433-1105,List import
11011738,Inactive Investor,Demetria Hobbs,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10845858,Inactive Investor,Brandon Jones,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,brandon.l.jones@jpmorgan.com,,Salesforce
10800514,Inactive Investor,James Thiher,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",james_thiher@ml.com,,Salesforce
11206768,Inactive Investor,Jeffrey Mutchler,,LPL Financial LLC Stroudsburg PA 907 Main St,jeffrey.mutchler@lpl.com,,Salesforce
9635178,,Deepak Narula,"Co-Chief Investment Officer, Limited Partner, Managing Member, Managing Partner, Regulatory Contact","Metacapital Management, L.P.",dnarula@metacapital.com,,List import
10963918,Inactive Investor,Sebastien Alezeau,,"Wells Fargo Clearing Services, LLC Milpitas CA 1 S Milpitas Blvd",sebastien.alezeau@wellsfargo.com,,Salesforce
11047370,Inactive Investor,Ademola Odunsi,,Citigroup Global Markets Inc.,,,Salesforce
11041112,Inactive Investor,Ivan Landeros,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",ivan.landeros@tiaa.org,,Salesforce
10653747,,Kosta Feleder,,,kostarica81@gmail.com,,Web Form Fillout
11096420,Inactive Investor,Richard Pombo,,"Cadaret, Grant & Co., Inc. Albany NY 6 Automation Ln",rpombo@cadaretgrant.com,,Salesforce
11254762,Inactive Investor,Ira Bell-Guilford,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11126954,Inactive Investor,Robert Frey,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",rob.frey@rbc.com,,Salesforce
247941,,Michelle Eldridge,Member,"Clear Ridge Wealth Management, Llc",eldridge@clearridgewm.com,269-381-1700,Manual List Upload
8439820,,Seld B,,,seld.bicaku@gmail.com,,Web Form Fillout
11027351,Inactive Investor,Tatiana Zurek,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,tatiana.zurek@opco.com,,Salesforce
9589679,,Jonathan Riley,,,jon@rfasset.com,,List import
11192716,Inactive Investor,Diana Nguyen,Associate,J.P. Morgan Securities LLC Salt Lake City UT 201 S Main St,diana.h.nguyen@jpmorgan.com,,Salesforce
10766602,Inactive Investor,Daniel Leugers,Managing Director - Investments,"Raymond James & Associates, Inc. Covington KY 100 E Rivercenter Blvd",dan.leugers@raymondjames.com,,Salesforce
11008144,Inactive Investor,Samson Akinyooye,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",samson.akinyooye@equitable.com,,Salesforce
10768253,Inactive Investor,Andy Murphy,,"Wells Fargo Clearing Services, LLC San Francisco CA 150 California St",andy.murphy@wfadvisors.com,,Salesforce
10816770,Inactive Investor,John Braca,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",john.braca@wellsfargoadvisors.com,,Salesforce
10606264,,Warren Bausert,"Financial Consultant, Program Manager",LPL Financial LLC,warren.bausert@lpl.com,516-524-1936,List Import
10980575,Inactive Investor,Arghavan Tehrani,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
11095029,Inactive Investor,John Davis,Chief Compliance Officer;Chief Executive Officer;Founder;President,NRG Wealth Management,,,Salesforce
159845,,yunlei ji,,[Unknown],yunleiji9@gmail.com,,
10971412,Inactive Investor,Roger Beck,,"Farmers Financial Solutions, LLC Sturgis SD 1241 Sherman St",,,Salesforce
11129500,Inactive Investor,Calvin Schlenker,,J.P. Morgan Securities LLC Scottsdale AZ 10011 E Dynamite Blvd,calvin.schlenker@jpmorgan.com,,Salesforce
10945769,Inactive Investor,Christopher Anderson,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,,,Salesforce
10947182,Inactive Investor,Kenneth Temple,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10921566,Inactive Investor,Eric Ruth,,Cabot Lodge Securities LLC Chesterfield MI Private Residence,eric.ruth@clsecurities.com,,Salesforce
10860512,Inactive Investor,Jeffrey Shaffer,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10959069,Inactive Investor,George Boyer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,george_boyer@vanguard.com,,Salesforce
10903294,Inactive Investor,Malcolm Pfenninger,,"Kestra Investment Services, LLC Bellaire TX 6750 W Loop S",,,Salesforce
10812093,Inactive Investor,Selette Jones-Jemison,Financial Advisor,Edward Jones Hebron CT 10 Main St,selette.jemison@edwardjones.com,,Salesforce
210540,,Danielle Clark,,[Unknown],daniellerc123@icloud.com,,source
11032679,Inactive Investor,Elijah Stevenson,,State Farm VP Management Corp. Bullard TX 151 Doctor M Roper Pkwy N,,,Salesforce
10662170,,John Nicholas,,,john@chicagopartnersllc.com,,List import
10893759,Inactive Investor,Kaiako Kaaumoana,Training Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11169314,Inactive Investor,Christopher Connelly,,"Raymond James Financial Services, Inc. Saint Paul MN 570 Asbury St",christopher.connelly@raymondjames.com,,Salesforce
10987076,Inactive Investor,Brandon Pest,,The Huntington Investment Company Pickerington OH 125 Postage Cir,brandon.pest@huntington.com,,Salesforce
11032020,Inactive Investor,Mackenzie Zielinski,,"Bessemer Investor Services, Inc. Palm Beach FL 222 Royal Palm Way",,,Salesforce
9627829,,Peter Hume,,,pjhume@mac.com,,List import
10861394,Inactive Investor,Tony Quinn,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",tony.quinn@schwab.com,,Salesforce
9544908,,Brian Bain,,,brian.bain@valic.com,,List import
11049399,Inactive Investor,David Bull,Chief Executive Officer;Founder;Member;Owner;Regulatory Contact,Ark Wealth Management Austin TX 3520 Executive Center Dr,davidbull@arkfinancial.com,,Salesforce
10767613,Inactive Investor,John Nobile,,Kovack Securities Inc. Boca Raton FL 2255 Glades Rd,jnobile@ksifa.com,,Salesforce
11107307,Inactive Investor,Jackie Eloi,,J.P. Morgan Securities LLC North Andover MA 200 Turnpike St,jackie.eloi@jpmorgan.com,,Salesforce
11046861,Inactive Investor,Dominick Giovinazzo,Private Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10986454,Inactive Investor,Alex Navarro Marquez,,"Osaic FS, Inc. Henrico VA 2250 E Parham Rd",,,Salesforce
246385,,Not Provided,"Engineer, researcher, associate professor, manager",University-College,rubengutpri@telefonica.net,,Manual List Upload
11122029,Inactive Investor,Michael Reimer,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10905378,Inactive Investor,Sining Chen,,Evercore Group L.L.C.,,,Salesforce
11096913,Inactive Investor,Gloria Willis,,PFS Investments Inc. Lake Charles LA 1333 Oak Park Blvd,gloria.willis@primerica.com,,Salesforce
10768939,Inactive Investor,William Wagner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,william.wagner@fidelity.com,,Salesforce
11038818,Inactive Investor,Christopher Sauve,,Commonwealth Financial Network Escanaba MI 812 Ludington St,csauve@commonwealth.com,,Salesforce
10617067,,Murray Chalmers,,,murraychalmers@afpadvisor.com,,List Import
11173850,Inactive Investor,William Payne,President,"Tri-Star Advisors, Inc.",bpayne@tristar.us,,Salesforce
54779,,Keith Berman,Financial Consultant,Thrivent Investment Management Inc.,keith.berman@thrivent.com,305-596-6730,
10803628,Inactive Investor,Andrew Fishman,Financial Planner;Founding Partner;Managing Member,Affiance Financial LLC,andy@affiancefinancial.com,,Salesforce
11027181,Inactive Investor,Mark Rodrick,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Warren NJ 58 Mount Bethel Rd",mrodrick@wfafinet.com,,Salesforce
10920700,Inactive Investor,Summer Sproston,,Commonwealth Financial Network Arroyo Grande CA 540 Camino Mercado,ssproston@commonwealth.com,,Salesforce
11102000,Inactive Investor,Stephen Northington,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",northington.stephen@principal.com,,Salesforce
10856022,Inactive Investor,Michael Rangel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",michael.rangel@schwab.com,,Salesforce
10808891,Inactive Investor,Kristine Marcum,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",kristine_marcum@ml.com,,Salesforce
10808512,Inactive Investor,Keith Avery,Financial Advisor,Edward Jones Franklin TN 4085 Mallory Ln,keith.avery@edwardjones.com,,Salesforce
11188451,Inactive Investor,Moreen Latchman,,J.P. Morgan Securities LLC San Leandro CA 1601 E 14th St,moreen.latchman@jpmorgan.com,,Salesforce
9642813,,Keith Hinchley,,,keithhsa@gmail.com,,List import
9617825,,Seth Turkeltaub,,,seth.turkeltaub@catapult-llc.com,,List import
11232141,Inactive Investor,Genevieve Monier,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,genevieve.monier@ubs.com,,Salesforce
181679,,Sarah Brooks,,[Unknown],ssbrooks5@gmail.com,,Event
10837156,Inactive Investor,Tamara Washalski,Financial Advisor,Edward Jones Middletown NY 13 James P Kelly Way,tammy.washalski@edwardjones.com,,Salesforce
10851650,Inactive Investor,John Dennis,,LPL Financial LLC Cherry Hill NJ 51 Haddonfield Rd,john.dennis@lpl.com,,Salesforce
11063865,Inactive Investor,James Brooks,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10848454,Inactive Investor,George Hall,,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",,,Salesforce
11016622,Inactive Investor,Brian Radler,Compliance Advisor,Commonwealth Financial Network,,,Salesforce
36531,,Terrence Norton,,PNC Investments,terrence.norton@pnc.com,908-725-5688,
9553201,,Eric Alper,,,ealper33@gmail.com,,List import
9548006,,Philip Watson,,,philip.watson@fidelity.com,,List import
53325,,Tim Schmidt,,"Thrivent Advisor Network, LLC",tim.schmidt@thrivent.com,,
11193170,Inactive Investor,Cynthia Bollinger,Financial Advisor,Edward Jones San Dimas CA 1236 N San Dimas Canyon Rd,cindy.bollinger@edwardjones.com,,Salesforce
10951918,Inactive Investor,Nicole Shannon,,J.P. Morgan Securities LLC Summit NJ 69 Summit Ave,nicole.shannon@jpmorgan.com,,Salesforce
11183116,Inactive Investor,Levy Feiteira,,"Allstate Financial Services, LLC Santee CA 9225 Carlton Hills Blvd",levyfeiteira@allstate.com,,Salesforce
9622885,,James Davies,,,jamesdavies@blockchain.com,,List import
11133469,Inactive Investor,Frank Sparger,,Stonex Securities Inc. Albemarle NC 122 E Main St,frank.sparger@saswealth.com,,Salesforce
10764666,Inactive Investor,Timur Tyra,,Key Investment Services LLC Lakewood NY 369 E Fairmount Ave,timur.tyra@key.com,716-526-0395,Salesforce
11050460,Inactive Investor,Rosemary Umile,Member,"iCapital, LLC",,,Salesforce
10494406,,Phillip Washington,"Chief Investment Officer, Managing Member, President","Stone Hill Wealth Management, LLC",pwashington@stonehillwm.com,,List Import
9644073,,Guy Shilts jr,,,shiltsy47@gmail.com,,List import
11003687,Inactive Investor,Harrison Schmitt,,"Raymond James & Associates, Inc. Tuscaloosa AL 200 Marina Dr",harrison.schmitt@raymondjames.com,,Salesforce
11195025,Inactive Investor,Lisa Stopfer,,"Securian Financial Services, Inc.",,,Salesforce
9634882,,Chris Mclaughlin,,,cmclaughlin@civc.com,,List import
11173075,Inactive Investor,Jane Knox,,Henley & Company LLC New York NY 5 Penn Plz,jknox@henleyandcompany.com,,Salesforce
2826544,,Deb Sahoo,,,debasish.sahoo@yahoo.com,,
10843719,Inactive Investor,Nick Yetter,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Kalamazoo MI 1080 N 10th St",nick.yetter@ampf.com,,Salesforce
11172917,Inactive Investor,Alexander Sherr,,Commonwealth Financial Network Danvers MA 100 Conifer Hill Dr,asherr@commonwealth.com,,Salesforce
10984801,Inactive Investor,Adam Pawloski,,"Kovitz Investment Group Partners, LLC Southfield MI 2 Towne Sq",apawloski@kovitz.com,,Salesforce
10860299,Inactive Investor,Charles Rowell,,Cetera Investment Services LLC Birmingham AL 2050 Parkway Office Cir,,,Salesforce
11080239,Inactive Investor,Kameron Watson,Financial Advisor,Edward Jones Hermiston OR 945 SE 4th St,kameron.watson@edwardjones.com,,Salesforce
10659872,,Richard Grenda,,,rgrenda@financialguide.com,,List Import
10855163,Inactive Investor,Eric Franz,Financial Advisor,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,eric.franz@ubs.com,,Salesforce
10822619,Inactive Investor,Mitchell Haber,Financial Advisor,Thrivent Investment Management Inc. Carlton MN 100 Chestnut Ave,mitch.haber@thrivent.com,,Salesforce
11208067,Inactive Investor,Randi Allgood,,Chelsea Financial Services,rallgood@chfs.com,,Salesforce
11052115,Inactive Investor,Saekewn Chung,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,schung@ft.newyorklife.com,,Salesforce
11229357,Inactive Investor,Christopher Duda,,William Blair,,,Salesforce
9581148,,Scott Kangas,,,kangas.scott@principal.com,,List import
10781358,Inactive Investor,Daniel Altenau,,"Hornor, Townsend & Kent, LLC Cincinnati OH 5636 Bridgetown Rd",,,Salesforce
42304,,Tracy Brown,Financial Services Professional,"MML Investors Services, LLC",tracybrown@financialguide.com,512-527-0671,
9563660,,Timothy Skwiot,,,timothy.skwiot@prudential.com,,List import
10912565,Inactive Investor,Dwayne Walker,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,dwayne.walker@fidelity.com,,Salesforce
10975915,Inactive Investor,Ian Harvey,Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,ian.harvey@corient.com,,Salesforce
10821368,Inactive Investor,Mark Clark,Financial Advisor,"Voya Financial Advisors, Inc. Plymouth Meeting PA Private Residence",mark.clark@voyafa.com,,Salesforce
10819370,Inactive Investor,Michael Cunningham,,LPL Financial LLC Oklahoma City OK 9016 N Kelley Ave,,,Salesforce
9617439,,Steven Davidson,,,sdavidson@eeadvisors.com,,List import
11109637,Inactive Investor,Aldo Santana,,LPL Financial LLC Corona CA 1295 Corona Pointe Ct,aldo.santana@lpl.com,,Salesforce
11047760,Inactive Investor,Maria Stuccio,Planning Consultant,"Wells Fargo Clearing Services, LLC McDonough GA Private Residence",maria.stuccio@wfadvisors.com,,Salesforce
9626351,,Braden Zebley,,,bzebley@cambridgeassociates.com,,List import
109444,,Kevin Antosz,,Zacks Investment Management,kevin.antosz@gmail.com,4124390145,Organic Search
11162906,Inactive Investor,Mitchell Williams,,"Ameritas Investment Company, LLC Sumter SC 32 S Wise Dr",mitchell.williams@ameritas.com,,Salesforce
10984694,Inactive Investor,Anuj Grover,Private Wealth Advisor,Lake Street,grover@lakest.com,,Salesforce
10944822,Inactive Investor,Maria Hernandez De Duran,,PFS Investments Inc. Yuma AZ 1700 S 1st Ave,maria.duran@primerica.com,,Salesforce
9632518,,Rashid Qureshi,,,rqureshi@ergotelescapital.com,,List import
10936327,Inactive Investor,Marc Black,,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,marc.black@primerica.com,,Salesforce
10862627,Inactive Investor,Christopher Farley,,"CreativeOne Securities, LLC Bangor ME 77 Exchange St",,,Salesforce
9542273,,Mahyar Eskandaripour,,,mhyrep@gmail.com,,List import
9568937,,john -,,,mj_mathieu@yahoo.com,,List import
11166357,Inactive Investor,John Rasp,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10938994,Inactive Investor,Zach Thurman,High Net Worth Representative;Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11009734,Inactive Investor,Maria Guardado,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,mdguardado@ft.newyorklife.com,,Salesforce
10813858,Inactive Investor,Sandra White,,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,swhite@janney.com,,Salesforce
374678,,Jeff Jorgensen,Chief Operating Officer,The Institute for Wealth Management,jeffj@instituteforwealth.com,(720) 956-3183,Salesforce
11042663,Inactive Investor,Mark Jensen,Financial Analyst,Shade Tree Advisors LLC,mjensen@shadetreeadvisors.com,,Salesforce
11152376,Inactive Investor,Maggie Dehn,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11010829,Inactive Investor,John Davidson,Investment Executive,"Osaic Institutions, Inc. Hyannis MA 171 Falmouth Rd",john.davidson@osaicinstitutions.com,,Salesforce
10857425,Inactive Investor,John Bonifant,Director - Alternative Investments;Financial Advisor;Workplace Advisor,Morgan Stanley Boston MA 28 State St,sam.bonifant@morganstanley.com,,Salesforce
11090849,Inactive Investor,William Stricklin,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,william_stricklin@vanguard.com,,Salesforce
10965229,Inactive Investor,Megan Evans,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
11181093,Inactive Investor,Eric Anderson,,NYLIFE Securities LLC Salem OR 500 Liberty St SE,esanderson@ft.newyorklife.com,,Salesforce
10613461,,David Colville,"Financial Advisor, Senior Vice President - Wealth Management",,david.colville@ubs.com,,List Import
342345,,Aimee Munsey,,Long Wharf Capital Llc,aimee.munsey@longwharf.com,617-250-7260,Manual List Upload
10940496,Inactive Investor,Zachary Fetah,,Fidelity Brokerage Services LLC,,,Salesforce
11058687,Inactive Investor,Wesley Thomas,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 100 Corridor Rd",wesley.thomas@raymondjames.com,,Salesforce
10791887,Inactive Investor,Jessica West,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jessica.simonsen@fidelity.com,,Salesforce
11076573,Inactive Investor,Valerie Borges,Registered Client Service Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
9557254,,Stephen Sumeraj,,,stephen.sumeraj@pnc.com,,List import
11218774,,Chiung Yi Chiu,,,chiung.chiu@ubs.com,,Other
9567640,,Robert Tashjian,,,robert.tashjian@fidelity.com,,List import
10943618,Inactive Investor,Kaaran Patel,,J.P. Morgan Securities LLC Houston TX 600 Travis St,kaaran.patel@jpmorgan.com,,Salesforce
11234317,Inactive Investor,Brandon Luck,,"Hantz Financial Services, Inc. Traverse City MI 924 E 8th St",brandon.luck@hantzgroup.com,,Salesforce
11004003,Inactive Investor,Rodolfo Nava,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,,,Salesforce
11222857,,John Oliva,,,john.l.oliva@jpmorgan.com,,List Import
345886,,Colby Snyder,Financial Advisor,"Clear Brook Advisors, Inc.",colby@clearbrookadvisors.com,617-315-8979,Manual List Upload
10776735,Inactive Investor,George Kellner,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",george_kellner@ml.com,,Salesforce
10773773,Inactive Investor,Angelia Shay,,NYLIFE Securities LLC Ashland VA Private Residence,afritter@ft.newyorklife.com,,Salesforce
6461170,,syedabassshah dyedabass,,,syedzafarabassshahsyedabass@gmail.com,,Web Form Fillout
10847135,Inactive Investor,Justin Haymore,Financial Advisor,Edward Jones Sierra Vista AZ 450 E Fry Blvd,justin.haymore@edwardjones.com,,Salesforce
9556473,,Bernd Fastenrath,,,bernd.fastenrath@googlemail.com,,List import
5024994,,Benjamin Boyer,,,ben.boyer@gmail.com,4156522934,Web Form Fillout
11066671,Inactive Investor,James Ludwig,,Lincoln Investment Lombard IL 500 Waters Edge,jludwig@lincolninvestment.com,,Salesforce
10840519,Inactive Investor,Corynne Wiediger,Financial Advisor,Edward Jones Sammamish WA 3302 E Lake Sammamish Pkwy SE,corynne.wiediger@edwardjones.com,,Salesforce
240001,,Donald Jeffery,Vice President,[Unknown],djeffery@hfw1.com,248-258-6866,Database Upload
11151635,Inactive Investor,Oscar Barillas,Vice President,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
10842578,Inactive Investor,Paul Mcclain,Chief Compliance Officer;Chief Investment Officer,"Freedom Wealth Advisors, LLC Lees Summit MO 4963 NE Goodview Cir",pmcclain@freedom-wealth.com,,Salesforce
11113215,Inactive Investor,Eric Lederman,,"Raymond James Financial Services, Inc. Glenview IL 2222 Chestnut Ave",eric.lederman@raymondjames.com,,Salesforce
9581742,,hansol choi,,,hansol80@gmail.com,,List import
10899982,Inactive Investor,Megan Malanga,,J.P. Morgan Securities LLC Cranford NJ 40 S Ave W,megan.malanga@chase.com,,Salesforce
10829463,Inactive Investor,William O'Brien,Director - Corporate Client Group;Executive Director - Wealth Management;Financial Advisor;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,william.e.obrien@morganstanley.com,,Salesforce
1001975,Inactive Investor,Vaughn Brock,Investment Committee,Veritas Family Office,vaughn@veritasfamilypartners.com, +1 512 474 4111,
10916902,Inactive Investor,Brian Caskey,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,brian.caskey@primerica.com,,Salesforce
10494466,,Aaron Plautz,"Chief Compliance Officer, President","Principia Wealth Advisory, LLC",ajplautz@pwadvisory.com,,List Import
11196296,Inactive Investor,Theresa Miley,,State Farm VP Management Corp. Irmo SC 1009 Lake Murray Blvd,,,Salesforce
9633502,,Mokarane Morgan Motsepe,,,morganmotsepe@dilemoafrica.com,,List import
10954305,Inactive Investor,Richard Dowdle,,LPL Financial LLC Chicago IL 120 S State St,rick.dowdle@lpl.com,,Salesforce
228648,, -,,[[Unknown]],penman65@gmail.com,,Organic Search
248870,,Manuel Cossio Ramos,Fundador,Radar Digital - Social Intelligence,manuelcossio@me.com,,Manual List Upload
10860261,Inactive Investor,Kevin Kautzmann,,"Osaic Wealth, Inc. New York NY 80 5th Ave",,,Salesforce
10925216,Inactive Investor,Eugina Lewis,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",eugina.lewis@tiaa.org,,Salesforce
10785790,Inactive Investor,Patricia Sward-Malczewski,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",patricia.sward-malczewski@schwab.com,,Salesforce
11121164,Inactive Investor,Blair Johnson,,"Packerland Brokerage Services, Inc. Ortonville MN 105 2nd St NW",blair_johnson@packerlandbrokerage.com,,Salesforce
9607813,,Tim Walsh,,,tweber@exeterpg.com,,List import
233263,,Vincent -,,Vincent [[Unknown]],vincent.verardi@gmail.com,,
198641,,Daryl Rose,,[Unknown],mtsteelhead@gmail.com,,source
11102709,Inactive Investor,Jose Perez Mancera,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
10957379,Inactive Investor,Mark Rosenberg,,"Western International Securities, Inc. Scotts Valley CA Private Residence",mrosenberg@wisdirect.com,,Salesforce
11176919,Inactive Investor,Kurt Mortenson,Partner;Senior Financial Advisor,Keystone Private Wealth,kurt@cypressprivate.com,,Salesforce
10854648,Inactive Investor,Ronnie Reed,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11109482,Inactive Investor,Sameer Shah,,"Northwestern Mutual Investment Services, LLC Boulder CO 2060 Broadway",sameer.shah@nm.com,,Salesforce
194736,,Vedran Richard,,[Unknown],vedran.richard95@gmail.com,,source
11139556,Inactive Investor,Laura Engle,,"Northwestern Mutual Investment Services, LLC Phoenix NY 81 State St",laura.engle@nm.com,,Salesforce
10647959,,John Diazmena,,,john.diaz@fmr.com,,List Import
11107524,Inactive Investor,Abigail Hurlburt,Partner;Principal,Summit Wealth Group LLC,ahurlburt@summitwg.com,,Salesforce
47895,,James Cannon,Chief Executive Officer,Dynamic Wealth Advisors,jcannon@dynamicwealthadvisors.com,877-257-3840,Manual List Upload
10902984,Inactive Investor,Michael Cox,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10935611,Inactive Investor,Nathan Kraus,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",nathan.kraus@equitable.com,,Salesforce
9590841,,Ronnie Ng,,,ng.saiwah@gmail.com,,List import
10966418,Inactive Investor,Va'Neshia Davis,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11177876,Inactive Investor,Forrest Barr,Financial Advisor,"Ameriprise Financial Services, LLC Largo FL 10410 Seminole Blvd",britt.barr@ampf.com,,Salesforce
10890616,Inactive Investor,Binh Tran,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rosemead CA 8856 Valley Blvd",zoe.tran@ml.com,,Salesforce
10898946,Inactive Investor,Jonas Ryan,,Goldman Sachs & Co.,,,Salesforce
10969488,Inactive Investor,Olivier Nazon,Client Service Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,olivier.nazon@ubs.com,,Salesforce
11134995,Inactive Investor,Thomas Sanczyk,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",t.sanczyk@nm.com,,Salesforce
11080451,Inactive Investor,Kaylee Merlow,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11190702,Inactive Investor,Isabella Gough,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",isabella.gough@ml.com,,Salesforce
11188900,Inactive Investor,Eric Smith,,"Osaic Wealth, Inc. Miramar FL Private Residence",,,Salesforce
5896278,,Jim Wooden,,CompuMedia,jim.wooden@gmail.com,,Web Form Fillout
11066940,Inactive Investor,William Ward,General Partner;Partner,Ward & Associates Rancho Sante Fe CA PO Box 8710,billward@wardinvest.com,,Salesforce
9591522,,Alla Yakov-collins,,,ayakov-collins@fortbakercapital.com,,List import
10790834,Inactive Investor,Brad Morgan,,"M Holdings Securities, Inc. Corona Del Mar CA 2101 E Coast Hwy",brad.morgan@mfin.com,,Salesforce
9595183,,Alfred Hsi,,,ahsi@deloitte.com,,List import
11118264,Inactive Investor,Michael Miklofsky,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
9563904,,Marc Agbodan tete,,,agbodan565@gmail.com,,List import
10911005,Inactive Investor,Natalia Castro,,J.P. Morgan Securities LLC Opa Locka FL 18255 NW 57th Ave,natalia.calderon@chase.com,,Salesforce
9609505,,Elliott May,,,eom8491@gmail.com,,List import
11019751,Inactive Investor,Bartlomiej Kulwicki,,J.P. Morgan Securities LLC Chicago IL 1809 W Lawrence Ave,bartlomiej.kulwicki@jpmorgan.com,,Salesforce
10859243,Inactive Investor,Darla Graham,,"U.S. Bancorp Investments, Inc. Saint Louis MO 8822 Ladue Rd",darla.graham@usbank.com,,Salesforce
10945228,Inactive Investor,Stuart Pipho,Financial Advisor,"VALIC Financial Advisors, Inc. Little Rock AR Private Residence",stuart.pipho@valic.com,,Salesforce
10780480,Inactive Investor,Daniel McDermott,,"Osaic FS, Inc. Placentia CA Private Residence",,,Salesforce
218115,,HAROLD SALAZAR,,[Unknown],harold.j.salazar@gmail.com,,Direct
11029808,Inactive Investor,Zuzana Ambrova,,NYLIFE Securities LLC Matthews NC 10590 Independence Pointe Pkwy,zambrova@ft.newyorklife.com,,Salesforce
11188089,Inactive Investor,Betsy Migdal,,"Osaic FA, Inc. Greenville SC 870 S Pleasantburg Dr",,,Salesforce
10877038,Inactive Investor,Clinton Rhodes,Investment Advisor,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",crhodes@osaicwealth.com,,Salesforce
9584446,,James Alexander,,,jalexander@alleghenyinvestments.com,,List import
10878380,Inactive Investor,Lance Rao,,LPL Financial LLC Phoenix AZ 20622 N Cave Creek Rd,lance.rao@lpl.com,,Salesforce
11115004,Inactive Investor,Jamie Redwood,,"Transamerica Financial Advisors, Inc Trumbull CT 30 Regina St",jamie.redwood@tfaconnect.com,,Salesforce
11062577,Inactive Investor,John Stanger,Financial Advisor,Thrivent Investment Management Inc. Prior Lake MN 16151 Main Ave SE,john.stanger@thrivent.com,,Salesforce
11219812,,James Campbell,,,jcampbell@tlcadvisory.com,,Other
76732,,David Prom,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",dave.prom@transamerica.com,503-680-8517,
10998657,Inactive Investor,Killmara Dawson,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,kdawson01@ft.newyorklife.com,,Salesforce
10952282,Inactive Investor,Adam Yingst,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,,,Salesforce
10972696,Inactive Investor,Abigail Ambrose,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10945537,Inactive Investor,Etim Duke,,Perella Weinberg Partners LP,eduke@pwpartners.com,,Salesforce
10934828,Inactive Investor,Richard Thompson,Financial Advisor,LPL Financial LLC Great Bend KS 1516 Main St,richard.l.thompson@lpl.com,,Salesforce
10911113,Inactive Investor,Krystle Sinclair,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC South Lake Tahoe CA 3620 Lake Tahoe Blvd,krystle.sinclair@jpmorgan.com,,Salesforce
11202818,Inactive Investor,Travis Ivanoff,Financial Advisor,Tucker Asset Management LLC Cypress CA 5252 Orange Ave,travis.ivanoff@tuckeram.com,,Salesforce
11030145,Inactive Investor,Mitchell Mccord,Investment Advisor,Founders Financial Securities LLC Charlton MA Private Residence,,,Salesforce
11079346,Inactive Investor,Michelle Mccormick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
10910605,Inactive Investor,Lee Crocker,,"RFG Advisory, LLC San Francisco CA 149 New Montgomery St",,,Salesforce
11015631,Inactive Investor,Isaac Olson,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10937183,Inactive Investor,Brandi Walton,Wealth Advisor,Commonwealth Financial Network Richland Center WI 2403 US Hwy 14 E,bwalton@commonwealth.com,,Salesforce
10817471,Inactive Investor,James Duclos,,"American Portfolios Financial Services, Inc. Rochester NY 2000 Winton Rd S",jduclos@americanportfolios.com,,Salesforce
9631895,,Billy Muhizi,,,bmuhizi@adamsbrowncpa.com,,List import
11099943,Inactive Investor,Liam Carey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9597594,,Garbis Mechigian,,,gmechigian@mycfo.com,,List import
10994698,Inactive Investor,Lucas Radice,,M1 Finance LLC,l.radice@m1finance.com,,Salesforce
10791617,Inactive Investor,Christine Korte,Private Wealth Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 1200 Valley W Dr",christine.m.korte@ampf.com,,Salesforce
11201166,Inactive Investor,Emanuele Moretti,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,emanuele.moretti@primerica.com,,Salesforce
11010576,Inactive Investor,Matthew Seidl,,PFS Investments Inc. Aurora CO 6105 S Main St,mseidl@primerica.com,,Salesforce
10916247,Inactive Investor,Charles Dunn,Chief Executive Officer;Managing Member;Managing Partner,"Intergy Private Wealth, LLC",,,Salesforce
10927013,Inactive Investor,Jamie Pearl,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9636716,,Vy Dyer,,,vdyer@exencialwealth.com,,List import
1004757,Inactive Investor,Curtis Mina,,Curtis Mina,curtis.mina@gmail.com,,source
10862332,Inactive Investor,Matthew Hayden,Limited Partner,Eriksen Capital Management Lynden WA 567 Wildrose Cir,,,Salesforce
9559777,,Tina LeBlanc,,,leblancmamat35@gmail.com,,List import
11153099,Inactive Investor,Austin Weir,Client Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,austin.weir@ubs.com,,Salesforce
9555012,,Henry Ssassafras,,,henry.dskba@gmail.com,,List import
10812733,Inactive Investor,Kevin Babcock,Financial Advisor,LPL Financial LLC Clifton Park NY 258 Ushers Rd,kevin.babcock@lpl.com,,Salesforce
10983476,Inactive Investor,Raquel Da Silva Araujo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hollywood FL 12300 Miramar Pkwy",,,Salesforce
9622426,,Fatih Kaya,,,fatihkaya0907@gmail.com,,List import
10619999,,Tina Martoccio,,,tmartoccio@lakeforestbank.com,,List Import
9566487,,Eugene Goldstein,,,genegoldstein@gmail.com,,List import
10907236,Inactive Investor,Liping Tan,Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11220766,,Grady York,,,grady.york@empower.com,,Other
332835,,Gabriel Kennan,"Senior Associate, Investment Research",Beacon Pointe,gkennan@beaconpointe.com,,
10929853,Inactive Investor,Garrett Oczachowski,,LPL Financial LLC Santa Monica CA 401 Wilshire Blvd,garrett.oczachowski@lpl.com,,Salesforce
10933743,Inactive Investor,Caleb Sibley,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",caleb.sibley@ampf.com,,Salesforce
11124860,Inactive Investor,Jeffrey Harris,Financial Advisor,Edward Jones Stuttgart AR 620 E 22nd St,jeffrey.harris@edwardjones.com,,Salesforce
10857218,Inactive Investor,Terence O'Grady,Chief Compliance Officer;Chief Executive Officer;Founder,O'Grady Financial LLC,,,Salesforce
9642577,,Raghavendra rao,,,tnsthravels@gmail.com,,List import
11027783,Inactive Investor,Benjamin Carter,,"Northwestern Mutual Investment Services, LLC Jacksonville Beach FL 320 1st St N",ben.carter@nm.com,,Salesforce
10837922,Inactive Investor,Camerino Hernandez,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,camerino.hernandez@primerica.com,,Salesforce
3105,,Derek DiRocco,Principal,"RA Capital Management, LLC",ddirocco@racap.com,1-617-778-2581,Database Upload
11079304,Inactive Investor,Lou Matossian,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",louann.matossian@ampf.com,,Salesforce
10796462,Inactive Investor,Angela Vlach,Chief Executive Officer;President;Regulatory Contact,Financial Advocates Investment Management,avlach@financialadvocates.com,,Salesforce
10510402,,Lili Jiang,Senior ETF Specialist,Invesco,lili.jiang@invesco.com,,List Import
9597136,,Ryan Larsen,,,r.larsen@refinedwm.com,,List import
11064012,Inactive Investor,Christopher Vincent,Wealth Advisor,LPL Financial LLC Wilmington DE 15 Middleton Dr,christopher.vincent@lpl.com,,Salesforce
9639727,,Tijo van Marle,,,vanmarle@thetacapital.com,,List import
10972120,Inactive Investor,Nicholas Walsh,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10785858,Inactive Investor,Cassandra Truesdale Gutierrez,Senior Wealth Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,cassandra.truesdale.gutierrez@citi.com,,Salesforce
9567945,,Martin Nelson,,,mnelson@martinnelsonco.com,,List import
9589168,,Lawrence Redell,"Chief Compliance Officer, Member, Partner","St. James Investment Company, LLC",larry@stjic.com,,List import
11162925,Inactive Investor,Bradley Heath,,Cetera Investment Services LLC Vancouver WA 8405 NE Vancouver Mall Dr,bradley.heath@ceterais.com,,Salesforce
10506112,,Joseph Di Vito,Managing Director-Wealth Manager,RBC Wealth Management,joe.divito@rbc.com,602-381-5340,List import
11131066,Inactive Investor,Ihssane Khatib,,"Northwestern Mutual Investment Services, LLC Guilford CT 75 Carter Dr",,,Salesforce
10813710,Inactive Investor,Gerald Nackers,,"Osaic Wealth, Inc. Brookfield WI 13160 W Burleigh Rd",,,Salesforce
11095657,Inactive Investor,Keisha Smith-Jones,,Money Concepts Capital Corp Blacklick OH Private Residence,ksmith@moneyconcepts.com,,Salesforce
10821873,Inactive Investor,Daniel Hogan,,The Huntington Investment Company Elyria OH 248 Abbe Rd N,daniel.hogan@huntington.com,,Salesforce
9646474,,Todd Biggs,,,todd.biggs@wellsfargo.com,,List import
10955658,Inactive Investor,Milton Flanagan,,"Osaic Wealth, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
9614765,,Karan Narang,,,dr.karan.narang@gmail.com,,List import
11129171,Inactive Investor,Scott Bunkers,,"Principal Securities, Inc. Winter Park FL 2211 Lee Rd",bunkers.scott@principal.com,,Salesforce
10758256,Inactive Investor,Timothy Riggan,Financial Advisor,Edward Jones Snyder TX 4204 College Ave,tim.riggan@edwardjones.com,,Salesforce
9553211,,Marianne Larock-Mcguckin,,,mlmcguckin@voyafa.com,,List import
10862515,Inactive Investor,Eric Safarian,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11063180,Inactive Investor,Kristin Briggs,Chief Financial Officer,Caitlin John,,,Salesforce
10861048,Inactive Investor,Patrick Caufield,Financial Advisor,Edward Jones Penfield NY 2160 Penfield Rd,patrick.caufield@edwardjones.com,,Salesforce
10616556,,Larry Handley,,,larry.handley@primerica.com,,List Import
10947355,Inactive Investor,Russell Glaze,,State Farm VP Management Corp. Amarillo TX 5001 Lexington Sq,russ.glaze.pwnu@statefarm.com,,Salesforce
11193701,Inactive Investor,Christopher Claybrooks,Associate,Edward Jones Haubstadt IN 121 S Vine St,chris.claybrooks@edwardjones.com,,Salesforce
10615007,,John Larocca,Financial Advisor,,john.larocca@morganstanley.com,,List Import
10817902,Inactive Investor,Helen Gold,,PFS Investments Inc. Madison WI 437 S Yellowstone Dr,helen.gold@primerica.com,,Salesforce
227031,, -,,[[Unknown]],19yupiter78@gmail.com,,Organic Search
9633299,,Daniel Flores,,,autom8ted@outlook.com,,List import
10912355,Inactive Investor,Daniel Palm,,"FBL Marketing Services, LLC Ottumwa IA 322 E 4th St",daniel.palm@fbfs.com,,Salesforce
11135560,Inactive Investor,Jacob Bresser,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",jacob.bresser@rbc.com,,Salesforce
353204,,Juliana Attwood,Financial Advisor,PRUDENTIAL,jattwood701@gmail.com,,Event
11213229,Inactive Investor,Justin Bodily,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,justin.bodily@fidelity.com,,Salesforce
11161901,Inactive Investor,Nicholas Palmieri,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",nick.palmieri@wellsfargo.com,,Salesforce
10889927,Inactive Investor,Tim Snow,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",tim.snow@nm.com,,Salesforce
9635070,,Daphne Richards,,,drichards@carticacapital.com,,List import
10837577,Inactive Investor,Jacob Allen,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",jake.allen@stifel.com,,Salesforce
10972865,Inactive Investor,David Hernandez,,J.P. Morgan Securities LLC Spring TX 5931 FM 2920 Rd,david.hernandez@jpmorgan.com,,Salesforce
11210526,Inactive Investor,Brandi Madsen,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10614209,,Michael Seidenfrau,Financial Advisor,,mike.seidenfrau@wellsfargoadvisors.com,,List Import
193158,,Michael Martinez,,[Unknown],mikey7722@yahoo.com,,
11202770,Inactive Investor,CT Fitzpatrick,Chairman;Chief Investment Officer;Founder;Member;Portfolio Manager,Vulcan Value Partners LLC,,,Salesforce
9576451,,Jeffrey Decort,,,jeffrey.decort@pnc.com,,List import
11029076,Inactive Investor,Michael Semprevivo,,"Farmers Financial Solutions, LLC Wheaton IL 209 W Wesley St",,,Salesforce
10887341,Inactive Investor,Jennifer Macaraeg,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
11156818,Inactive Investor,Rachael Conroy,Financial Consultant,LPL Financial LLC Holliston MA Private Residence,rachael.clasby@lpl.com,,Salesforce
9635510,,Karen Stauffer,,,kstauffer@cvwadvisors.com,,List import
10858322,Inactive Investor,Troy Reynolds,Financial Advisor;Senior Vice President;Wealth Advisor,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,,,Salesforce
10816851,Inactive Investor,Bryan Milton,,"MML Investors Services, LLC Monroe LA 212 Walnut St",bmilton@financialguide.com,,Salesforce
11004845,Inactive Investor,Skylar Hartman,,J.P. Morgan Securities LLC Wickliffe OH 27301 Chardon Rd,skylar.hartman@jpmorgan.com,,Salesforce
11014354,Inactive Investor,Marisol De Leon Apodaca,,J.P. Morgan Securities LLC Phoenix AZ 101 E Washington St,marisol.de-leon-apodaca@jpmorgan.com,,Salesforce
11193236,Inactive Investor,Keith Stone,,PFS Investments Inc. Medford OR 1050 Crater Lake Ave,keith.stone@primerica.com,,Salesforce
9632354,,Austin Mullins,,,austinmullins0182@yahoo.com,,List import
11000340,Inactive Investor,Tyler Liffrig,Financial Advisor,"Concourse Financial Group Securities, Inc. Bismarck ND 919 S 7th St",tyler.liffrig@concoursefinancial.com,,Salesforce
11153708,Inactive Investor,Melissa Arbuckle,Associate Representative,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,melissa.arbuckle@thrivent.com,,Salesforce
11086096,Inactive Investor,Vaughn Kreuser,,Morgan Stanley Alpharetta GA 3 Edison Dr,vaughn.kreuser@morganstanley.com,,Salesforce
10848195,Inactive Investor,Brendan Sheehan,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,brendan.sheehan@fidelity.com,,Salesforce
10816210,Inactive Investor,Gina Costello,Senior Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 160 Federal St,gina.costello@jpmorgan.com,,Salesforce
10895007,Inactive Investor,Vicki Kaminski,Chief Compliance Officer;Owner;President;Vice President,"Select Advisor Group, Inc.",,,Salesforce
10804002,Inactive Investor,Carly Rainero,Senior Registered Associate,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,carly.rainero@morganstanley.com,,Salesforce
10837444,Inactive Investor,James Strugger,Chief Compliance Officer;Founder;Managing Partner,Kineo Capital LLC,jstrugger@kineocapital.com,,Salesforce
11023299,Inactive Investor,Marc Schauber,,Cetera Advisor Networks LLC Yonkers NY Private Residence,,,Salesforce
11009844,Inactive Investor,Benjamin Daniels,,PFS Investments Inc. Biddeford ME 2 Main St,dbenjamin@primerica.com,,Salesforce
11180666,Inactive Investor,Aaron Ezell,Financial Advisor,Edward Jones Saint Louis MO 9666 Olive Blvd,aaron.ezell@edwardjones.com,,Salesforce
7249826,,Carroll Williams,,,aciysfqea@valanides.com,,Web Form Fillout
10885444,Inactive Investor,Bryn Anderson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9609797,,Yuma Manabe,,,pontax0129@gmail.com,,List import
128103,,Mark Mccallum,,"Cwm, Llc",mmccallum@carsoninstitutional.com,(847) 934-7777,
9609312,,huaichun wang,,,wfallinlove@outlook.com,,List import
11018383,Inactive Investor,Kenneth Korngold,Partner,Corient San Antonio TX 112 E Pecan St,,,Salesforce
10661363,,Robin Condon,,,condonr@ceteranetworks.com,,List Import
11031715,Inactive Investor,Raymond Perez-Astwood,,Morgan Stanley New York NY 1633 Broadway,,,Salesforce
10646670,,Nadine Of Gatas,,,nadine.fadayel@wellsfargo.com,,List Import
9586651,,Joseph Stricklin,,,todd.stricklin@lpl.com,,List import
10995203,Inactive Investor,Nagamani Kuchadi,,"Wells Fargo Clearing Services, LLC Princeton NJ 682 Alexander Rd",,,Salesforce
10887931,Inactive Investor,Elizabeth Duncan,,LPL Financial LLC New Albany IN 5140 Charlestown Rd,elizabeth.duncan@lpl.com,,Salesforce
9585600,,Amber Newton,,,info@copytrader.finance,,List import
219681,,Don Collins,,[Unknown],dcoll57@gmail.com,,
11122642,Inactive Investor,Lynda Scribbins,Financial Advisor,"Equitable Advisors, LLC Suwanee GA Private Residence",lynda.scribbins@equitable.com,,Salesforce
11169371,Inactive Investor,Jaron Dansie,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,jaron.dansie@fidelity.com,,Salesforce
11111568,Inactive Investor,Richard Hinton,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",r_hinton@ml.com,,Salesforce
10648270,,Eric Schneider,,,eric.schneider@thrivent.com,,List Import
10866209,Inactive Investor,Donald Drury,Member;President,"Moran Wealth Management, LLC",don.drury@moranwm.com,,Salesforce
11180952,Inactive Investor,Edward Korth,Private Client Banker,J.P. Morgan Securities LLC Boulder CO 3325 28th St,edward.korth@jpmorgan.com,,Salesforce
10785887,Inactive Investor,Samuel Holmes,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",samuel_p_holmes@ml.com,,Salesforce
10803253,Inactive Investor,Craig Shaver,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",craig.shaver@rbc.com,,Salesforce
10939327,Inactive Investor,Crystal Groover,,"NewEdge Securities, Inc. Atlanta GA 3550 Lenox Rd NE",,,Salesforce
339978,,Christopher Arnold,Chief Financial Officer,Usca Asset Management Llc,carnold@conderaadvisors.com,713-366-0500,Manual List Upload
11144317,Inactive Investor,Michael Sharples,Financial Advisor,LPL Financial LLC Durham NC 3710 University Dr,michael.sharples@lpl.com,,Salesforce
10488612,,Scott Hancock,"Principal, CCO",Oak Capital Advisors,shancock@oakcap.net,,List import
10769003,Inactive Investor,Michael Betterman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.betterman@fidelity.com,,Salesforce
10999956,Inactive Investor,Esthere Louis,,PFS Investments Inc. Orlando FL 1701 Park Center Dr,estherejoseph@primerica.com,,Salesforce
374373,,Eli COHEN,,Eli Cohen,eliyahuc1968@gmail.com,,lifecycle
9557572,,Charles Woldenberg,,,charles.woldenberg@cambridgesecure.com,,List import
9545712,,Boyd Taylor,,,bdtaylor@unitedplanners.com,,List import
9647027,,Heiko Schneider,,,heiko.schneider.545@outlook.de,,List import
10830781,Inactive Investor,Frances Stanton-Martinez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",frances_stanton-martinez@ml.com,,Salesforce
9611381,,Christopher Rulla,,,crulla123@gmail.com,,List import
10795899,Inactive Investor,Corina Davis,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",corina.l.davis@ml.com,,Salesforce
11061785,Inactive Investor,Wilber Aguirre,Financial Advisor,LPL Financial LLC Miami FL 5251 SW 64th Ave,wil.aguirre@lpl.com,,Salesforce
10991845,Inactive Investor,Michael Mancini,,State Farm VP Management Corp. Oregon WI 797 Market St,mike.mancini.kz58@statefarm.com,,Salesforce
10988216,Inactive Investor,Blair Bohannon,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,blair.bohannon.k2up@statefarm.com,,Salesforce
11235759,Inactive Investor,Daniel Jagiello,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Garden City NY 600 Old Country Rd",,,Salesforce
9597055,,Adam Adam,,,adamabdulkarimadam2020@gmail.com,,List import
10935645,Inactive Investor,Andrew Schroeder,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",andrew.schroeder@empower.com,,Salesforce
11153543,Inactive Investor,Pedro Cisneros,Financial Advisor,"CUSO Financial Services, L.P. Pasadena CA 1520 W Colorado Blvd",,,Salesforce
10857206,Inactive Investor,Rabona Frye,Investment Advisor Representative,"Osaic Wealth, Inc. Chesterfield MO 16100 Chesterfield Pkwy W",,,Salesforce
11072740,Inactive Investor,Michael Ballestrini,Associate Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Darien CT 800 Post Rd,mballestrini@janney.com,,Salesforce
10801241,Inactive Investor,Steven Lane,Account Executive;Associate Vice President - Wealth Management,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,slane@janney.com,,Salesforce
10904926,Inactive Investor,Daniel Talcott,,PlanMember Securities Corporation Bothell WA Private Residence,dtalcott@planmembersec.com,,Salesforce
11188099,Inactive Investor,Preston Krieger,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10871170,Inactive Investor,Nikola Nikolic,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10936394,Inactive Investor,Brooks Closson,,"Osaic FA, Inc. Hartford CT 350 Church St",brooks.closson@lfg.com,,Salesforce
11083748,Inactive Investor,Dan Sanders,,"Independent Financial Group, LLC Houston TX 950 Echo Ln",,,Salesforce
11195692,Inactive Investor,Valerie Miller,,"Osaic Wealth, Inc. Edmonds WA 21214 82nd Pl W",,,Salesforce
10753192,Inactive Investor,James Forster,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",mike.forster@raymondjames.com,,Salesforce
10787055,Inactive Investor,Richard Archer,Chief Compliance Officer;Owner;President,Archer Investment Management,rich@archerim.com,,Salesforce
10850203,Inactive Investor,Sean McGovern,Investment Financial Advisor,"Osaic Wealth, Inc. Cherry Hill NJ 1040 Kings Hwy N",,,Salesforce
10970427,Inactive Investor,Noreen Mares,,"Centaurus Financial, Inc. Downey CA 8141 2nd St",nmares@cfiemail.com,,Salesforce
9643003,,Stuart Frankel,,,stufrankel03@gmail.com,,List import
10617070,,Thomas Herr,,,thomasherr@afpadvisor.com,,List Import
10891381,Inactive Investor,Michael Grosch,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11041664,Inactive Investor,Benjamin O'Dell,,Cetera Advisor Networks LLC Shorewood IL 621 Rollingwood Dr,,,Salesforce
10792223,Inactive Investor,Steven Boatner,,Edward Jones Lagrange GA 119 Poplar Cir,steve.boatner@edwardjones.com,,Salesforce
11126163,Inactive Investor,Cody Hickenlooper,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11001238,Inactive Investor,Theodore Bickert,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",ted.bickert@nm.com,,Salesforce
9550427,,Stephen Kalish,,,skalish@schottenfeld.com,,List import
10847999,Inactive Investor,John Oeming,,Aegis Capital Corp. Eugene OR Private Residence,,,Salesforce
176396,,Brian Hyneman,Vice President,[Unknown],brianh@southernpioneer.com, +1 870 336 3174,Database Upload
11042796,Inactive Investor,Eva Howland,Wealth Manager,"Moseley Investment Management, Inc.",eva@moseleyinvestment.com,,Salesforce
9648068,,Phillip Hayes,,,keystoneautos@comcast.net,,List import
10839181,Inactive Investor,Gregory Weimer,Chief Executive Officer;President;Regulatory Contact,Confluence Financial Partners,greg.weimer@confluencefp.com,,Salesforce
11065058,Inactive Investor,Peter Rode,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
11006352,Inactive Investor,Francisco Hernandez,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",francisco.hernandez@empower.com,,Salesforce
10961795,Inactive Investor,Ethan Coblentz,,"Northwestern Mutual Investment Services, LLC Frederick MD 150 S East St",ethan.t.coblentz@nm.com,,Salesforce
10910221,Inactive Investor,Lufino Mejorado,,"Wells Fargo Clearing Services, LLC Sacramento CA 2598 Fair Oaks Blvd",lufino.mejorado@wellsfargo.com,,Salesforce
11138955,Inactive Investor,Eric Schneider,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 10000 Memorial Dr",eric.j.schneider@ampf.com,,Salesforce
10859909,Inactive Investor,Kirsty Leeson Walker,Vice President - Investments,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",kirsty.walker@raymondjames.com,,Salesforce
10887770,Inactive Investor,Bryan Daybell,,State Farm VP Management Corp. Park City UT 1960 Sidewinder Dr,bryandaybell@statefarm.com,,Salesforce
11223180,,Jeffrey Sims,,,scott.sims@marinerwealthadvisors.com,,List Import
10509932,,Curtis Dabros,VP Investments,Power Investment Services,cdabros@powerfi.org,,List Import
9591730,,Alec Bromley,,,alecbromley@gmail.com,,List import
9594911,,Joseph Condren,,,jcondren@opusinc.com,,List import
11203747,Inactive Investor,Daniel Rojas Coy,,Goldman Sachs & Co.,,,Salesforce
11187105,Inactive Investor,Suzanne Cork,,State Farm VP Management Corp. Cheyenne WY 2017 Bluegrass Cir,,,Salesforce
10779448,Inactive Investor,Lorena DuBois,,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,lorena.dubois@ubs.com,,Salesforce
10881493,Inactive Investor,Camilla Davis,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,camilla.estevao@morganstanley.com,,Salesforce
9609507,,Alex Holland,,,alexholland54321@gmail.com,,List import
9637700,,Arthur Drechsler,,,executivedirector@equityleague.org,,List import
10834052,Inactive Investor,Michael Woodman,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Kearney NE 21 W 21st St",michael.woodman@wellsfargoadvisors.com,,Salesforce
11106190,Inactive Investor,Kathleen Scotto,Client Service Associate;Registered Operations Leader,"Ameriprise Financial Services, LLC Garden City NY 1001 Franklin Ave",kathleen.scotto@ampf.com,,Salesforce
10614579,,Tariq Evans,Financial Advisor,,tariq.evans@morganstanley.com,,List Import
10618358,,Patricia Besser,,,patricia.besser@ustrust.com,,List Import
11081421,Inactive Investor,Steven Labelle,,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",steven.labelle@wfadvisors.com,,Salesforce
10763678,Inactive Investor,Charles Kasper,,"Northwestern Mutual Investment Services, LLC Danville IL 503 Oak St",chuck.kasper@nm.com,,Salesforce
11236147,Inactive Investor,Melissa Okulich,,MWA Financial Services Inc. Marion OH 1992 Zwayer Dr,,,Salesforce
343401,,Brian Fisher,,"Wealth Enhancement Advisory Services, Llc",hbpapa1213@yahoo.com,(610) 296-6370,
5556466,,Alan Anderson,,,fromtx1@gmail.com,,Web Form Fillout
10812852,Inactive Investor,James Bengala,Financial Advisor,"Ameriprise Financial Services, LLC Greenville NC 300A W Arlington Blvd",james.m.bengala@ampf.com,,Salesforce
10901056,Inactive Investor,Charles Bridges,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11070216,Inactive Investor,Andrew Orr,,"Truist Investment Services, Inc. Raleigh NC 8320 Creedmoor Rd",andrew.orr@truist.com,,Salesforce
10956252,Inactive Investor,James McQuiston,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
10771596,Inactive Investor,Rena Fields,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Portage MI 950 Trade Centre Way",rena.fields@stifel.com,,Salesforce
9563762,,Jane Hesler,,,jane@carsonchoice.com,,List import
10831343,Inactive Investor,James Cichelli,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",jcichelli@financialguide.com,,Salesforce
11184984,Inactive Investor,Amyna Karmali,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",amyna.karmali@wellsfargoadvisors.com,,Salesforce
11260566,Inactive Investor,Cameron Spencer,,"Truist Investment Services, Inc. Hickory NC 106 2nd St NW",cameron.spencer@truist.com,,Salesforce
10889001,Inactive Investor,Noah Kuhlman,,"Larson Financial Securities, LLC Rochester MN 3265 19th St NW",,,Salesforce
11115301,Inactive Investor,Amey Ross,Registered Client Associate,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,,,Salesforce
10786948,Inactive Investor,Andreas Eckner,Member;Portfolio Manager,"LMCG Investments, LLC",aeckner@lmcg.com,,Salesforce
11044937,Inactive Investor,Linda Brucia,,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",linda.schmitt@wellsfargoadvisors.com,,Salesforce
11190844,Inactive Investor,Norma Robredo,Financial Advisor;International Wealth Advisor,"Raymond James & Associates, Inc. El Paso TX 4503 N Mesa St",norma.robredo@raymondjames.com,,Salesforce
10809806,Inactive Investor,Philip Hergel,Senior Quantitative Analyst,"Zevin Asset Management, LLC",philip@zevin.com,,Salesforce
194399,,Taylor Harroun,Wealth Manager,Creative Planning,taylor.harroun@thinkingbeyond.com,,
10874408,Inactive Investor,Mitchell Cable,Financial Advisor,LPL Financial LLC Hollsopple PA 217 Cable Ln,mitchell.cable@lpl.com,,Salesforce
9641495,,Sam Ag,,,nospamshireesh@gmail.com,,List import
9600049,,Allison Pollakowski,,,allison.pollakowski@thinkingbeyond.com,,List import
10763489,Inactive Investor,Brian Tavano,Wealth Management Consultant,"RBC Capital Markets, LLC Hartford CT 20 Church St",brian.tavano@rbc.com,,Salesforce
9583165,,James Shellenberger,,,jshellenberger@frontierasset.com,,List import
10934994,Inactive Investor,Emily Whooley,Senior Client Service Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,ewhooley@rockco.com,,Salesforce
9638625,,Karen Williams,,,karen.williams@lansingmi.gov,,List import
11020031,Inactive Investor,Toyin Oladipo,,J.P. Morgan Securities LLC Westland MI 7750 N Wayne Rd,toyin.oladipo@jpmorgan.com,,Salesforce
11023246,Inactive Investor,Connor Wilson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",connor.wilson@wfafinet.com,,Salesforce
10907537,Inactive Investor,Robert Dolnik,Financial Advisor,"Independent Advisor Alliance, LLC Menomonee Falls WI N80W14800 Appleton Ave",,,Salesforce
11262013,Inactive Investor,John Haskell,,Explorador Capital Management,john@explorador.net,646-915-7952,Salesforce
10959349,Inactive Investor,Robert Jara,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,robert.jara@primerica.com,,Salesforce
11193093,Inactive Investor,Marc Gambrel,,J.P. Morgan Securities LLC Los Altos CA 199 Main St,marc.gambrel@jpmorgan.com,,Salesforce
11212854,Inactive Investor,Heath Higbie,,"FBL Marketing Services, LLC Burlington KS 516 Neosho St",heath.higbie@fbfs.com,,Salesforce
9582980,,Nathan Cowen,,,cowenn@svafinancial.com,,List import
9636075,,Marti Page,Vice President,Canyon Partners Real Estate Llc,mpage@canyonpartners.com,,List import
10931492,Inactive Investor,Joseph Colosimo,,"Osaic Wealth, Inc. Prescott Valley AZ Private Residence",,,Salesforce
11151689,Inactive Investor,Mengshan Ding,,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,mengshan.ding@jpmorgan.com,,Salesforce
10897178,Inactive Investor,Andrew Lee,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10987443,Inactive Investor,Maria Corazon Francisco,,PFS Investments Inc. San Diego CA 3838 Camino Del Rio N,mfrancisco@primerica.com,,Salesforce
10778252,Inactive Investor,Robert Schaefer,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,robert.schaefer@morganstanley.com,,Salesforce
9548878,,Youngbin oh,,,youngbin126@gmail.com,,List import
10973792,Inactive Investor,Tyler Krzciok,Manager,USA Financial Securities LLC,,,Salesforce
10823106,Inactive Investor,Christopher Carlson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",christopher.d.carlson@ml.com,,Salesforce
11063228,Inactive Investor,Teresa Zipf,,"Raymond James Financial Services, Inc. Northfield NJ 1555 Zion Rd",teresa.zipf@raymondjames.com,,Salesforce
10824679,Inactive Investor,Mark Otten,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Brookfield WI 18000 W Sarah Ln",,,Salesforce
11102879,Inactive Investor,Connor Baker,Financial Advisor,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",connor.baker@nm.com,,Salesforce
8481117,,Carter Thomas,,Abound Wealth Management,carter@aboundwealth.com,,List Import
11001663,Inactive Investor,Gerald Grant,Financial Professional,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",,,Salesforce
11105664,Inactive Investor,Marie O'Keefe,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",marie.okeefe@nm.com,,Salesforce
11078892,Inactive Investor,Jay Salter,Financial Advisor,Edward Jones Rapid City SD 811 Disk Dr,jay.salter@edwardjones.com,,Salesforce
10884588,Inactive Investor,Ben Chen Chen,,"Transamerica Financial Advisors, Inc Houston TX 2901 Wilcrest Dr",ben.chen@tfaconnect.com,,Salesforce
11101216,Inactive Investor,Josiah Coloma,,"Northwestern Mutual Investment Services, LLC Ontario CA 3633 Inland Empire Blvd",josiah.coloma@nm.com,,Salesforce
9543912,,Stephen Taylor,,,stephentaylor@synovus.com,,List import
10810441,Inactive Investor,Shawn Gormley,Financial Professional,LPL Financial LLC Honolulu HI 220 S King St,shawn.p.gormley@lpl.com,,Salesforce
9619571,,David Wackman,,,davidwackman@hotmail.com,,List import
11186823,Inactive Investor,Mazeyar Wofford,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11237985,Inactive Investor,Kevin Miller,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",kmiller@performancetrust.com,,Salesforce
9610921,,Michael Korbekian,,,mkorbekian@gmail.com,,List import
10877926,Inactive Investor,Paul Tronilo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",paul.tronilo@ml.com,,Salesforce
11175085,Inactive Investor,Steven Stancil,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,,,Salesforce
6969656,,Ko Ng,,,kog719392@gmail.com,,Web Form Fillout
11059702,Inactive Investor,Michael Dolan,Senior Vice President,Colliers Securities LLC,,,Salesforce
228459,,Ijeoma Nsaka -,,Ijeoma Nsaka [[Unknown]],isnsaka@gmail.com,,Database Upload
10846947,Inactive Investor,Leasa Huffman,Financial Advisor,"OFG Financial Services, Inc.",leasahuffman@ofgfinancial.com,,Salesforce
10831011,Inactive Investor,Katie Edwards,Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",katie.hart@wellsfargo.com,,Salesforce
11103574,Inactive Investor,Michael Birkle,,LPL Financial LLC Ann Arbor MI 3634 W Liberty Rd,michael.birkle@lpl.com,,Salesforce
11110740,Inactive Investor,William Matthews,,Cash App Investing LLC,,,Salesforce
10819396,Inactive Investor,Christopher Faggioni,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Jericho NY 1 Jericho Plz",chris.faggioni@rbc.com,,Salesforce
11040812,Inactive Investor,Luke Austin,,PFS Investments Inc. Englewood CO 6565 S Dayton St,laustin@primerica.com,,Salesforce
10813692,Inactive Investor,Barbara Glover,President;Wealth Advisor,Money Concepts Capital Corp Jacksonville FL Private Residence,bglover@moneyconcepts.com,,Salesforce
11176026,Inactive Investor,Briana Hanson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",briana.hanson@ml.com,,Salesforce
11218749,,Tyler Abney,,,tyler.abney@lpl.com,,Other
10615177,,Matthew Hayford,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,matthew.hayford@morganstanley.com,,List Import
10826372,Inactive Investor,John Hydrick,,LPL Financial LLC Atlanta GA 2110 Powers Ferry Rd SE,john.hydrick@lfg.com,,Salesforce
10938368,Inactive Investor,Lindsey Taylor,Financial Advisor,Edward Jones Saint Augustine FL 389 Paseo Reyes Dr,lindsey.taylor@edwardjones.com,,Salesforce
11071114,Inactive Investor,Jeffrey Guenther,Financial Advisor,Edward Jones Bath ME 101 Centre St,jeff.guenther@edwardjones.com,,Salesforce
9566779,,Eric Davis,,,ericd@wallstreetins.com,,List import
9566662,,David McClurkin,,,david@davidmcclurkin.com,,List import
9645014,,Alireza Parvizi,,,alibaby13760@gmali.com,,List import
10977501,Inactive Investor,James Quisenberry,,J.P. Morgan Securities LLC Owensboro KY 2938 Frederica St,j.quisenberry@jpmorgan.com,,Salesforce
10994191,Inactive Investor,Rong Xue,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,rong_xue@vanguard.com,,Salesforce
10901933,Inactive Investor,Thomas Luckenbill,,LifeMark Securities Corp. Columbia MO 3610 Buttonwood Dr,tluckenbill@lifemark.com,,Salesforce
10867747,Inactive Investor,Krysten Overly,,"Cambridge Investment Research, Inc. Noblesville IN 5570 Pebble Village Ln",,,Salesforce
10916732,Inactive Investor,Lois Fetveit,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11255140,Inactive Investor,Edward Antoian,Principal;Senior Strategic Advisor,"Sequoia Financial Group, L.L.C. Berwyn PA 1205 Westlakes Dr",eantoian@sequoia-financial.com,,Salesforce
10645418,,Mia Tagum-Rosal,,,mia.rosal@tfaconnect.com,,List Import
10841954,Inactive Investor,Kyle Hodges,Financial Advisor,LPL Financial LLC San Diego CA 11622 El Camino Real,kyle.hodges@lpl.com,,Salesforce
11139036,Inactive Investor,Ronnie Raroque,Principal,LPL Financial LLC San Mateo CA 1777 Borel Pl,ronnie.raroque@lpl.com,,Salesforce
11154096,Inactive Investor,Jeffery Micheli,,Citigroup Global Markets Inc. Sacramento CA 436 Howe Ave,jeffery.l.micheli@citi.com,,Salesforce
10944787,Inactive Investor,Keith Bryant,,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,keith.bryant@primerica.com,,Salesforce
348515,,Brooks Cullen,Vice Chairman And Executive Director,"Cullen Capital Management, Llc",bcullen@schafer-cullen.com,212-644-1800,Manual List Upload
10850073,Inactive Investor,Alexander Schneider,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",alex.p.schneider@nm.com,,Salesforce
11105587,Inactive Investor,Frances Toler,,"Cambridge Investment Research, Inc. Silver Spring MD 1100 Wayne Ave",,,Salesforce
10614074,,Gary Selecky,Financial Advisor,,gary.selecky@wellsfargoadvisors.com,,List Import
11177144,Inactive Investor,Jami Martorana,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,jami.martorana@ceterais.com,,Salesforce
11159972,Inactive Investor,Jason Scarcella,,"The Advisory Resource Group, LLC Houston TX 14811 Saint Marys Ln",jason@cpfguide.com,,Salesforce
11171930,Inactive Investor,Aaron Kelly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",aaron.kelly@ml.com,,Salesforce
10982882,Inactive Investor,Damian Sanchez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chula Vista CA 1735 Eastlake Pkwy",,,Salesforce
224543,,Long Li,VP,Y&J Development Holding,longbruceli@gmail.com,,
10860477,Inactive Investor,Richard Woo,Financial Advisor,"Ameriprise Financial Services, LLC Campbell CA 2542 S Bascom Ave",richard.q.woo@ampf.com,,Salesforce
9619252,,Joseph Altic,,,jaltic@pwmstl.com,,List import
11044398,Inactive Investor,Jonathan Parr,,Edward Jones Magnolia TX 6318 FM 1488 Rd,,,Salesforce
9616178,,Ellis Melissa,,,melissa@sapphirewealthplanning.com,,List import
10991479,Inactive Investor,Mauricio Castillo,,"Truist Investment Services, Inc. Houston TX 1400 Post Oak Blvd",,,Salesforce
11056856,Inactive Investor,Melanie Pearson,Assistant Operations Manager;Associate Director,UBS Financial Services Inc. Nashville TN 315 Deaderick St,melanie.pearson@ubs.com,,Salesforce
2983395,,Joe Snyder,,,joesnyder2017@gmail.com,,
9588465,,William Gallegos,,,william.gallegos@kestrafinancial.com,,List import
11140978,Inactive Investor,Gerald Reiss,,Cetera Financial Specialists LLC Westfield NJ 220 Saint Paul St,gerald.reiss@ceterafs.com,,Salesforce
10982400,Inactive Investor,Kevin Firari,Investment Research Analyst,Client First Investment Management LLC,kevin.firari@clientfirsttaxandwealth.com,,Salesforce
11183235,Inactive Investor,Trevor Jackson,Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",trevor.jackson@wellsfargoadvisors.com,,Salesforce
9568725,,Olcay Çat,,,olcay.cat@enqura.com,,List import
11083932,Inactive Investor,Cindy Shi,,"MML Investors Services, LLC Flushing NY 4160 Main St",cshi@financialguide.com,,Salesforce
10925958,Inactive Investor,Christopher Eggleston,Financial Advisor,"Osaic Wealth, Inc. Eagle ID 379 E Shore Dr",,,Salesforce
11059054,Inactive Investor,David Vargo,Financial Advisor,LPL Financial LLC Colts Neck NJ 411 State Rte 34,david.vargo@lpl.com,,Salesforce
10799395,Inactive Investor,Chris Roberts,Financial Planner,United Planners' Financial Services of America A Limited Partner Oviedo FL 1584 Francois Ct,caroberts@unitedplanners.com,,Salesforce
11112972,Inactive Investor,Jorge Garcia,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Houston TX 2651 Kipling St",,,Salesforce
9563580,,Gary Davis,,,gdavis@gittermanwealth.com,,List import
11115455,Inactive Investor,Robert Ninness,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9628997,,Heidi Cook,,,hwcoo132@gmail.com,,List import
11143870,Inactive Investor,Jane Johnson,Director - Financial Advisory Services,"Osaic FA, Inc. Jacksonville FL 1 Independent Dr",jane.johnson@lfg.com,,Salesforce
10657767,,David Knapp,,,knapp.david@ntrs.com,,List Import
10863993,Inactive Investor,Mark Yoon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",mark.yoon@ml.com,,Salesforce
9604254,,muki jalo miko,,,leyel20297@wiroute.com,,List import
9617696,,anthony cornachio -,,,awcawcawc@aol.com,,List import
9574141,,Michael Reilly,,,mreilly@cantella.com,,List import
9548764,,Javier Mardones,,,jvrmardones@gmail.com,,List import
11181847,Inactive Investor,Mario Zambrano,,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",,,Salesforce
11209698,Inactive Investor,Allan Brown,Director;Secretary,AspenTree Capital Corporation Durham NC 6 Davis Dr,,,Salesforce
10929490,Inactive Investor,Christopher O'Dell,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,christopher.odell@fmr.com,,Salesforce
10875338,Inactive Investor,Calvin Hong,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",calvin.j.hong@ml.com,,Salesforce
10872520,Inactive Investor,Philip Oreilly,,LPL Financial LLC Franklin Square NY Private Residence,phil.oreilly@lpl.com,,Salesforce
10834872,Inactive Investor,John Fay,Field Director;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",john.fay@nm.com,,Salesforce
9582351,,Cameron Kerns,,,ckerns@massmutual.com,,List import
10827343,Inactive Investor,Rebecca Bowman,First Vice President,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,rebecca.michel@morganstanley.com,,Salesforce
9648258,,Pablo Ceballos,,,maineventtoken@gmail.com,,List import
10976414,Inactive Investor,Andre Leverett,,"Pruco Securities, LLC. Peoria IL 2001 W Willow Knolls Dr",landre@prudential.com,,Salesforce
10808544,Inactive Investor,Scott Hokanson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",scott_hokanson@ml.com,,Salesforce
11102915,Inactive Investor,Jarrod Haynes,,Cetera Advisor Networks LLC Bellevue WA 500 108th Ave NE,,,Salesforce
9584281,,Lauren Bowman,,,lauren.bowman@fidelity.com,,List import
11187057,Inactive Investor,Meena Setia,,Santander Securities LLC Williston Park NY 443 Hillside Ave,,,Salesforce
10929608,Inactive Investor,Keith Lynch,,NYLIFE Securities LLC Frisco TX 14111 King Rd,klynch@eaglestrategies.com,,Salesforce
10995033,Inactive Investor,Brianna Wirt,,J.P. Morgan Securities LLC Georgetown TX 4600 Williams Dr,brianna.wirt@jpmorgan.com,,Salesforce
170698,,Allen Davenport,,[Unknown],allen17j@gmail.com,,
11236041,Inactive Investor,William Pfister,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
10904343,Inactive Investor,Marina Randolph,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",marina.randolph@ml.com,,Salesforce
10970336,Inactive Investor,Deryk Cherubini,Wealth Management Advisor,"Safeguard Investment Advisory Group, LLC",deryk@safeguardinvestment.com,,Salesforce
9593205,,Tami Candiani,,,tcandiani@mgent.com,,List import
10886772,Inactive Investor,John Fitzgerald,,"Osaic Wealth, Inc. Fresno CA Private Residence",,,Salesforce
10795495,Inactive Investor,Abe Nayfa,Financial Advisor,Edward Jones Denton TX 324 Sunset St,abe.nayfa@edwardjones.com,,Salesforce
151235,,Marsha Asselin,,[Unknown],goldensunshine51@gmail.com,,Advertising
10981667,Inactive Investor,Chantal Grady,,J.P. Morgan Securities LLC Sherwood OR 16100 SW Tualatin Sherwood Rd,chantal.grady@jpmorgan.com,,Salesforce
10486945,,Bryan Bracchi,,Commonwealth Financial Network,d_aby98@yahoo.com,,List Import
9543688,,John Girton,,,jjgirton@girtoncapital.com,,List import
11152524,Inactive Investor,Susan Watson,,"Osaic Wealth, Inc. Marlborough MA 4 Mount Royal Ave",,,Salesforce
9612280,,Brian McGarry,,,bmcgarry@gmail.com,,List import
10866194,Inactive Investor,Sean Gaffey,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,sean.gaffey@fidelity.com,,Salesforce
10990835,Inactive Investor,Kyle Martin,,PFS Investments Inc. Newtown PA 842 Durham Rd,,,Salesforce
10974667,Inactive Investor,Karla Fernandez Magallan,,LPL Financial LLC San Diego CA 4707 Executive Dr,karla.fernandez@lpl.com,,Salesforce
10998023,Inactive Investor,Melina North,,"Truist Investment Services, Inc. Boca Raton FL 5350 Town Center Rd",melina.north@truist.com,,Salesforce
10797846,Inactive Investor,Christian Reuter,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC La Jolla CA 4250 Executive Sq",christian.reuter@rbc.com,,Salesforce
10854541,Inactive Investor,Juan Rodriguez,,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",juan.rodriguez@schwab.com,,Salesforce
10786879,Inactive Investor,Patrick Miller,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,patrick.j.miller@jpmorgan.com,,Salesforce
11036661,Inactive Investor,Xin Spoon,,J.P. Morgan Securities LLC Irvine CA 14282 Culver Dr,xin.spoon@jpmorgan.com,,Salesforce
10934410,Inactive Investor,Denise Ash,,LPL Financial LLC Webster NY 935 Hard Rd,denise.ash@lpl.com,,Salesforce
11191961,Inactive Investor,Gregory Gentry,,LPL Financial LLC Marietta OH 100 Front St,gregory.gentry@lpl.com,,Salesforce
11020305,Inactive Investor,Arin Ali,,J.P. Morgan Securities LLC Rancho Sante Fe CA 6041 La Flecha,arin.ali@jpmorgan.com,,Salesforce
10902134,Inactive Investor,Randall Duggan,,"Moloney Securities Co., Inc. Bellingham WA 3031 Orleans St",rduggan@moseco.com,,Salesforce
200971,,Lacey Woodsmall,,[Unknown],laceyraewoodsmall@gmail.com,,source
10991648,Inactive Investor,Martha Ramirez Rodriguez,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,martha.ramirez-rodriguez@jpmorgan.com,,Salesforce
11003865,Inactive Investor,Daniel Kramer,,"Ameritas Investment Company, LLC Boca Raton FL 1877 S Federal Hwy",daniel.kramer@ameritas.com,,Salesforce
10816402,Inactive Investor,Daniel Michalk,Chief Compliance Officer;Founder;Managing Member;Owner,"Waterway Wealth Management, L.L.C.",dan@waterwaywealth.com,,Salesforce
10854274,Inactive Investor,Georgiy Zhurov,,J.P. Morgan Securities LLC New York NY 55 Water St,georgiy.a.zhurov@jpmorgan.com,,Salesforce
11236736,Inactive Investor,Talie Cyr,Analyst;Client Service Specialist;Investment Advisor Representative;Paraplanner,"William Joseph Capital Management, Inc. Warren RI Private Residence",talia.cyr@wjcmllc.com,,Salesforce
10992228,Inactive Investor,Keith Lauderdale,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,klauderdale@primerica.com,,Salesforce
9604543,,Daniel Plummer,,,plummed@me.com,,List import
11174279,Inactive Investor,Amie Agamata,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,amie.agamata@lpl.com,,Salesforce
10823604,Inactive Investor,Gregory Rudd,Financial Advisor,"Wells Fargo Clearing Services, LLC Bountiful UT 280 W 1500 S",gregory.rudd@wellsfargo.com,,Salesforce
10915876,Inactive Investor,Timothy Weagley,Financial Advisor,Edward Jones Akron PA 357 S 7th St,tim.weagley@edwardjones.com,,Salesforce
11218526,,Denise Petersen,,,dpetersen@osaicwealth.com,,List Import
11012516,Inactive Investor,Nydia Molina,,PFS Investments Inc. Miami FL 9360 SW 72nd St,nydiamercedesmolina@primerica.com,,Salesforce
10878270,Inactive Investor,Mark Ross,Investment Manager,RiverPlace Capital Management Inc,mross@riverplacecapital.com,,Salesforce
11229937,Inactive Investor,Noah Retka,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",noah.retka@nm.com,,Salesforce
11142042,Inactive Investor,Richard Dryer,,Ages Financial Services Ltd. Manchester NH 901 Union St,,,Salesforce
11135736,Inactive Investor,Zachary Lott,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,zachary.lott@fmr.com,,Salesforce
9579302,,Kevin Dreyer,,,kdreyer@gabelli.com,,List import
10918918,Inactive Investor,Sallie Pagano,,"Osaic Wealth, Inc. Virginia Beach VA 291 Independence Blvd",,,Salesforce
10986803,Inactive Investor,Debra Field,,"Osaic Wealth, Inc. Jamestown NY 35 Harrison St",,,Salesforce
10765863,Inactive Investor,Joel Silver,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",joel.silver@rbc.com,,Salesforce
10818152,Inactive Investor,Armin Wahl,Financial Advisor,Edward Jones Beaufort SC 29 Market,armin.wahl@edwardjones.com,,Salesforce
10875736,Inactive Investor,Alexander Brown,,"CapFinancial Securities, LLC. Sacramento CA 740 University Ave",,,Salesforce
11072971,Inactive Investor,William Bowers,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
1982111,,Rene Warringer,,,renemarketinginfo@gmail.com,,
10830833,Inactive Investor,Charles Clutter,Senior Consultant,"Wells Fargo Advisors Financial Network, LLC Dublin OH 565 Metro Pl S",charles.clutter@wfafinet.com,,Salesforce
10836618,Inactive Investor,George Thiergartner,,B. Riley Wealth Management Maitland FL 711 N Orlando Ave,gthiergartner@brileywealth.com,,Salesforce
11217610,,Jack Andrews,,,jack.andrews@jpmorgan.com,,Other
11041669,Inactive Investor,Dennis Frank,,Cetera Advisor Networks LLC Louisville KY 10300 Brookridge Village Blvd,,,Salesforce
10845523,Inactive Investor,Arlene Elosh,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,arlene.m.elosh.bxx5@statefarm.com,,Salesforce
11220451,,Kent Madsen,,,kent@epicvc.com,,Other
9594956,,Patrick Brock,,,patrick.brock@timgt.com,,List import
10889572,Inactive Investor,Loc Truong,,"Farmers Financial Solutions, LLC Grand Prairie TX 2505 S Great Southwest Pkwy",ltruong1@farmersagent.com,,Salesforce
245856,,Not Provided,Assistant Secretary for Data and Applications,State of Maryland,stefanos.ghebrehawariat@maryland.gov,,Manual List Upload
11195689,Inactive Investor,Stephen Lozano,,"Osaic Wealth, Inc. Lafayette CA 3650 Mt Diablo Blvd",,,Salesforce
11134728,Inactive Investor,Bryce Brehm,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11063799,Inactive Investor,John Dipersio,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
218838,,Wayland Bruns,,[Unknown],wayland@companionlink.com,,Direct
10920375,Inactive Investor,Melissa Gauna,Financial Advisor,Edward Jones Hutto TX 208 N Fm 1660,melissa.gauna@edwardjones.com,,Salesforce
10615190,,Brian McLoughlin,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,brian.mcloughlin1@morganstanley.com,,List Import
10871344,Inactive Investor,John Capogna,Private Client Advisor,J.P. Morgan Securities LLC New York NY 28 Liberty St,john.p.capogna@chase.com,,Salesforce
10990504,Inactive Investor,Jeremy Hinson,Associate,Edward Jones Bolivia NC 2831 Midway Rd SE,jeremy.hinson@edwardjones.com,,Salesforce
11136466,Inactive Investor,Henry Ortmann,,"Packerland Brokerage Services, Inc. Centerville IA 203 W Van Buren St",henry_ortmann@packerlandbrokerage.com,,Salesforce
10951898,Inactive Investor,Edward Jones,,LPL Financial LLC Sterling Heights MI 37070 Mound Rd,edward.jones@lpl.com,,Salesforce
10714463,,Sadam Yusuf,,,ysadam410@gmail.com, +2349133553861,Web form fillout
9551202,,albert madden,,,alperm@gmail.com,,List import
10765903,Inactive Investor,Fanny Man,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,fanny.man@ubs.com,,Salesforce
9573173,,WeCryptoRich .,,,wecryptorichofficial@gmail.com,,List import
9574618,,Larry Lensak,,,larry.lensak@voyafa.com,,List import
10941266,Inactive Investor,Jeremy Meeks,,LPL Financial LLC Muscle Shoals AL 1812 Woodward Ave,jeremy.meeks@lpl.com,,Salesforce
9553953,,Crowyns Thervil,,,crowyns.thervil@valic.com,,List import
11041814,Inactive Investor,Andrew Roberts,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10778809,Inactive Investor,Myriam Limage,Financial Planning Associate;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,myriam.limage@morganstanley.com,,Salesforce
9553287,,Kael Cheatham,,,kcheatham@financialguide.com,,List import
9569693,,Peter Rembalsky,,,peter.rembalsky@opco.com,,List import
9643274,,Alexander Gee Timothy,,,alexandergtimothy10@gmail.com,,List import
11054347,Inactive Investor,John Nuber,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Watertown NY 19485 US Rte 11",john.nuber@rbc.com,,Salesforce
11058655,Inactive Investor,Matthew Foley,,LPL Financial LLC Melville NY 324 S Service Rd,matthew.foley@lpl.com,,Salesforce
9490403,,David Nelson,,,dnelson58@gmail.com,4693381148,Web Form Fillout
10949860,Inactive Investor,Richard Cooper,,J.P. Morgan Securities LLC Bohemia NY 4170 Veterans Memorial Hwy,richard.cooper@chase.com,,Salesforce
210716,,Raymond Nguyen,,[Unknown],raynguyen8@gmail.com,,Paid Social
2932435,,Kushtrim Veseli,,,kushtrim.veseli@hotmail.com,,
11181835,Inactive Investor,Wayne Bartolacci,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10963182,Inactive Investor,Gregory Thoke,,MY Wealth Planners,,,Salesforce
11268827,,David Blaney,,,david@qubestake.io,,Web Form Fillout
11255545,Inactive Investor,Gulam Fazel,,Tucker Asset Management LLC Allentown PA 1544 Hamilton St,gulam.fazel@tuckeram.com,,Salesforce
226822,, -,,[[Unknown]],tamkjr@gmail.com,,Initial Salesforce Import
10923467,Inactive Investor,Diana Ruiz,Investment Advisor,"Osaic Wealth, Inc. Mishawaka IN 3900 Edison Lakes Pkwy",,,Salesforce
10836642,Inactive Investor,St Denis Villere,Member;Partner;Portfolio Manager,"St. Denis J. Villere & Co., LLC",sandyv@villere.com,,Salesforce
10870852,Inactive Investor,Jack Kynion,Managing Director;President,Legacy Advisory Limited Company Overland Park KS 10561 Barkley St,,,Salesforce
235923,, -,,[[Unknown]],htafolla@gmail.com,,
11050893,Inactive Investor,Jusuf Sahabu,Financial Professional,"Centaurus Financial, Inc. Fullerton CA 612 Del Rio Way",jsahabu@cfiemail.com,,Salesforce
11075388,Inactive Investor,Erin Day,,"TIAA-CREF Individual & Institutional Services, LLC Saint Louis MO 211 N Broadway",erin.day@tiaa.org,,Salesforce
11041596,Inactive Investor,Jacqueline Von Schulenburg,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
10829353,Inactive Investor,Alethia Chatzis,,Rockefeller Financial LLC Salt Lake City UT 2603 E Parleys Way,achatzis@rockco.com,,Salesforce
10347881,,Ted Klimkowski,,,wb8pum@gmail.com,,Web Form Fillout
11190388,Inactive Investor,Justin Starks,Associate Representative,Thrivent Investment Management Inc. Liberty MO Private Residence,justin.starks@thrivent.com,,Salesforce
11157119,Inactive Investor,Kyle Scott,Financial Advisor;First Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Russellville AR 701 W Main St",kyle.d.scott@wellsfargoadvisors.com,,Salesforce
10914920,Inactive Investor,Aynur Isik,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aynur_isik@vanguard.com,,Salesforce
10695760,,Paul Lally,,Wipfli,plally@wipfli.com,,List Import
11001147,Inactive Investor,Dean Showers,,State Farm VP Management Corp. Montoursville PA 901 Broad St,,,Salesforce
11087946,Inactive Investor,Therena Hsien Si Ho,,J.P. Morgan Securities LLC,,,Salesforce
10657884,,Matthew O'Neill,,,moneill0a@ft.newyorklife.com,,List Import
10961579,Inactive Investor,Matthew Ramos,Founder,"Mpower Wealth Management, LLC",matt@mpowerwm.com,,Salesforce
11001360,Inactive Investor,Adam Ambielli,,"Osaic Wealth, Inc. Victor NY 7424 Victor Mendon Rd",,,Salesforce
11028486,Inactive Investor,Walter Hartford,Financial Advisor,Edward Jones Beverly MA 100 Cummings Ctr,walter.hartford@edwardjones.com,,Salesforce
9634435,,Jody Bohnenblust,,,jbohnenblust@sjhl.com,,List import
11071953,Inactive Investor,Colton Chapin,Investment Consultant,"Charles Schwab & Co., Inc. La Jolla CA 7777 Fay Ave",colton.chapin@schwab.com,,Salesforce
11142989,Inactive Investor,Bryson Allsup,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10951949,Inactive Investor,Philip Capriotti,,Empower Wealth Management,philipjr@empoweringretirement.com,,Salesforce
10979932,Inactive Investor,Robert Johnson,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
10617080,,Thomas Wendt,,,tom.wendt@ampf.com,,List Import
110416,,David Byers,,Capital Strategies Group,dbyers@capitalstrategies.net,,
10794353,Inactive Investor,Grayson Pechter,Member,"Cacti Asset Management, LLC Atlanta GA 3655 Peachtree Rd NE",,,Salesforce
10900135,Inactive Investor,Stephen Richmond,,"Pruco Securities, LLC. Archbald PA 1 Highlands Blvd",stephen.richmond@prudential.com,,Salesforce
10901304,Inactive Investor,Edward Smyth,Director - Research and Trading,"Kingfisher Capital, LLC",,,Salesforce
11151365,Inactive Investor,Shelley O'Brien,,"Osaic Wealth, Inc. Peoria AZ 8801 W Union Hills Dr",,,Salesforce
2715219,,Mariechen Du Plooy,,,mariechenduplooy1973@gmail.com,,
11038559,Inactive Investor,Gary Krogsgaard,,"Wells Fargo Clearing Services, LLC Detroit Lakes MN 211 Holmes St W",gary.krogsgaard@wellsfargoadvisors.com,,Salesforce
11028301,Inactive Investor,Michael Collins,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,macollins02@ft.newyorklife.com,,Salesforce
11119082,Inactive Investor,Curtis Patterson,Financial Advisor,LPL Financial LLC Leawood KS 8340 Mission Rd,curt.patterson@lpl.com,,Salesforce
11165193,Inactive Investor,Beth Csengody,,LPL Financial LLC San Diego CA 4707 Executive Dr,beth.csengody@lpl.com,,Salesforce
10954501,Inactive Investor,Eduardo Franca De Macedo,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11115975,Inactive Investor,Jay McMahon,Investment Officer;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",jay.mcmahon@wellsfargoadvisors.com,,Salesforce
10999096,Inactive Investor,Michael Martin,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,,,Salesforce
11254359,Inactive Investor,Leeanne Mccabe,,"Ameritas Investment Company, LLC Richfield OH 4816 Brecksville Rd",leeanne.mccabe@ameritas.com,,Salesforce
10763702,Inactive Investor,David Hess,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Thousand Oaks CA 650 S Westlake Blvd",david.hess@schwab.com,,Salesforce
10848973,Inactive Investor,Charles Scott,Founder;President,"Pelleton Capital Management, Ltd.",charles@pelletoncapital.com,,Salesforce
11175930,Inactive Investor,Watson Grapengeter,Securities Representative,"Raymond James & Associates, Inc. Savannah GA 15 Lake St",watson.grapengeter@raymondjames.com,,Salesforce
10656677,,Ryan Jonker,,,ryan.jonker@ceterafs.com,,List Import
9552019,,Michael Verroi,,,michael.verroi@fidelity.com,,List import
9647410,,Anthony Robert,,,anthony.phillips@lpl.com,,List import
6306965,,Todd McClain,,,mcclain.toddl@gmail.com,5179277258,Web Form Fillout
11003648,Inactive Investor,Eric Brown,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,ericbrown@primerica.com,,Salesforce
10850012,Inactive Investor,Michael Gabriel,,NYLIFE Securities LLC Stratford CT 99 Hawley Ln,mgabriel@ft.newyorklife.com,,Salesforce
10963382,Inactive Investor,Christa Ruggiero,,Morgan Stanley,,,Salesforce
10846748,Inactive Investor,Douglas Allen,Financial Advisor,LPL Financial LLC Amarillo TX 4720 S Western St,doug.allen@lpl.com,,Salesforce
10880513,Inactive Investor,David Falch,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11255403,Inactive Investor,Heike Lautenschlaeger,Associate Advisor,Chicory Wealth Seattle WA Private Residence,heikelautenschlaeger@chicorywealth.com,,Salesforce
11136894,Inactive Investor,Paula Cordeiro,,"Empower Financial Services, Inc Columbus OH 1212 Summit St",paula.cordeiro@empower.com,,Salesforce
11054218,Inactive Investor,Roxanne Burr,,Citigroup Global Markets Inc. Danville CA 617 San Ramon Valley Blvd,roxanne.burr@citigroup.com,,Salesforce
10887223,Inactive Investor,Eileen Magno,,"Avantax Investment Services, Inc. Awendaw SC Private Residence",,,Salesforce
11002859,Inactive Investor,Garrett Sorensen,Financial Advisor,"Marcum Wealth, LLC Nashville TN 401 Commerce St",garrett.sorensen@marcumwealth.com,,Salesforce
11034587,Inactive Investor,Jordan Bathey,,Robert W. Baird & Co. Incorporated,jbathey@rwbaird.com,,Salesforce
10885795,Inactive Investor,Michael Cross,,"Ameriprise Financial Services, LLC Corvallis OR 777 NE 2nd St",michael.cross@ampf.com,,Salesforce
10648118,,Ivan Sichkar,,,ivan.sichkar@epiqwest.com,,List Import
11118899,Inactive Investor,Mark Martin,Financial Services Representative;Senior Retirement Consultant,"TIAA-CREF Individual & Institutional Services, LLC Waxhaw NC Private Residence",mark.martin@tiaa.org,,Salesforce
11032793,Inactive Investor,Steve Harman,Senior Vice President,"Raymond James & Associates, Inc. Spokane WA 501 North Riverpoint Blvd",steve.harman@raymondjames.com,,Salesforce
10621263,,Ed Walsh,,,epwalsh@gmail.com,,Web Form Fillout
11064305,Inactive Investor,Michael Sullivan,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Newport RI 284 Bellevue Ave,,,Salesforce
10986953,Inactive Investor,Joseph Roberts,Managing Director,Rockefeller Financial LLC Conshohocken PA 100 Front St,jroberts@rockco.com,,Salesforce
10764446,Inactive Investor,Jeff Jaraczeski,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",jeff.jaraczeski@rbc.com,,Salesforce
374194,,Eric Chapin,,Self,rnomad108@gmail.com,3036187612,Google Natural Search
10695809,,JeanCarlo Pallais,,Finantia,jeancarlo.pallais@finantia.com,,List Import
10900452,Inactive Investor,Jared Depenbrock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jared.depenbrock@fidelity.com,,Salesforce
11015966,Inactive Investor,Elliott McCown,,"Empower Financial Services, Inc",elliott.mccown@empower.com,,Salesforce
11117827,Inactive Investor,Anthony Dinatale,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
210872,,Afsar Akal,,[Unknown],afsarakal@gmail.com,,Organic Search
10929531,Inactive Investor,Jose Padilla,,PFS Investments Inc. Briarcliff Manor NY 515 N State Rd,jose.padilla@primerica.com,,Salesforce
10772719,Inactive Investor,Daniel Wells,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington WV 1117 3rd Ave",daniel_wells@ml.com,,Salesforce
11101498,Inactive Investor,Grace Gant,Financial Advisor,Edward Jones Paw Paw MI 179 W Michigan Ave,grace.gant@edwardjones.com,,Salesforce
11043119,Inactive Investor,Philip Atkins,,J.P. Morgan Securities LLC Greenville SC 1221 Woodruff Rd,philip.atkins@jpmorgan.com,,Salesforce
11195013,Inactive Investor,Olivia Daley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10815318,Inactive Investor,Sebastian Rodriguez,Financial Advisor,Edward Jones Pearland TX 1510 Broadway St,sebastian.rodriguez@edwardjones.com,,Salesforce
10789492,Inactive Investor,Philip Osei,,"Charles Schwab & Co., Inc. Jersey City NJ 525 Washington Blvd",,,Salesforce
3953025,,Lucas Sherbrook,,,lucas.sherbrook@concessio.com,,Web Form Fillout
11107791,Inactive Investor,Megan Tom,Wealth Advisor,LNW,mtom@lnwadvisors.com,,Salesforce
10835575,Inactive Investor,Douglas Clark,Investment Consultant,LPL Financial LLC Wexford PA 2000 Corporate Dr,douglas.clark@lpl.com,,Salesforce
11104261,Inactive Investor,Ronald Peters,,"Strategic Lifestyle Advisors, Inc.",,,Salesforce
10486912,,Emily Polito,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",emily.polito@ml.com,,List Import
10657944,,Dennis Ryan,,,dryan@weg1.com,,List Import
10940876,Inactive Investor,Michael Ferrell,Financial Advisor,Edward Jones Alvin TX 105 N Gordon St,mike.ferrell@edwardjones.com,,Salesforce
11087815,Inactive Investor,Fabiola Sanabria Chaverri,,Goldman Sachs & Co.,,,Salesforce
10780976,Inactive Investor,Mark Caropreso,Director - Alternative Investments;Institutional Consultant;Senior Vice President,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,mark.caropreso@morganstanley.com,,Salesforce
10801405,Inactive Investor,Gregg Hoffman,,"Grove Point Investments, LLC Palm PA Private Residence",ghoffman@hbeckinc.com,,Salesforce
11193227,Inactive Investor,Maverick Echivarre,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11035519,Inactive Investor,Pamela Tollefson,Financial Advisor,Edward Jones Fond Du Lac WI 355 N Peters Ave,pam.tollefson@edwardjones.com,,Salesforce
9591808,,Zoom user,,,rdxx2g6dcp@privaterelay.appleid.com,,List import
11183500,Inactive Investor,Victoria Buffum,Chief Operating Officer;Partner;Secretary,Straight Path Wealth Management,victoria@straightpathwealth.com,,Salesforce
10958314,Inactive Investor,Colleen Dotson,,Cetera Investment Services LLC Dublin OH 545 Metro Pl S,colleen.dotson@ceterainvestors.com,,Salesforce
11018373,Inactive Investor,Maureen Lake,,"Citizens Securities, Inc. Naples FL 560 9th St S",maureen.lake@citizensbank.com,,Salesforce
10907713,Inactive Investor,Jaime Sklawer,,NYLIFE Securities LLC Pompano Beach FL 7525 NW 61st Ter,lsklawer@ft.newyorklife.com,,Salesforce
11186044,Inactive Investor,Michael Paluch,,"ValMark Securities, Inc. Gloucester MA 3 Heritage Way",,,Salesforce
10917825,Inactive Investor,Daniel Gardiner,,Cetera Advisor Networks LLC,,,Salesforce
10986116,Inactive Investor,Steven Witter,,Lincoln Investment Buffalo NY 61 John Muir Dr,switter@lincolninvestment.com,,Salesforce
9646225,,pete szczepanski,,,mspank2@yahoo.com,,List import
10887835,Inactive Investor,Robert Mann,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",,,Salesforce
11084874,Inactive Investor,Alan Kestin,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",alan.kestin@wellsfargoadvisors.com,,Salesforce
10772505,Inactive Investor,Thomas Lane,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Frederick MD 50 Citizens Way",lanet@stifel.com,,Salesforce
10915729,Inactive Investor,Gerardo Ibarra-Munoz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9566213,,Dan Noor,,,cs@ensmedpc.com,,List import
11184060,Inactive Investor,Elias Fakury,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,efakury@primerica.com,,Salesforce
9568343,,Matthew Williford,,,matthew.williford@fidelity.com,,List import
10891279,Inactive Investor,Laura Nguyen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",lauranguyen@ml.com,,Salesforce
11098700,Inactive Investor,Matthew Heitz,,Fidelity Brokerage Services LLC,,,Salesforce
9559620,,Rochelle Roerig,,,rochelle.roerig@pnc.com,,List import
10920249,Inactive Investor,Paul Morley,,"Osaic Wealth, Inc. Kingsville MD Private Residence",,,Salesforce
10971196,Inactive Investor,Bridget McDermott,,Carolinas Investment Consulting LLC,bmcdermott@carolinasinvest.com,,Salesforce
10465577,,Travis Plank,,,travis30@rocketmail.com,,Web Form Fillout
10783652,Inactive Investor,Darlene Dickson,Vice President,"Citizens Securities, Inc. Manchester NH 835 Hanover St",darlene.a.simard@ccoinvest.com,,Salesforce
10781595,Inactive Investor,James Ferguson,Director - Alternative Investments;Financial Planning Specialist;Portfolio Management Director;Senior Vice President;Wealth Advi,Morgan Stanley Orland Park IL 15341 S 94th Ave,james.c.ferguson@morganstanley.com,,Salesforce
10900863,Inactive Investor,Cayman Seacrest,Managing Partner,"Jasper Ridge Partners, L.P. Menlo Park CA 2885 Sand Hill Rd",cseacrest@jasperridge.com,,Salesforce
9552176,,Gil Tenzer,,,tenzer@contrariancapital.com,,List import
83932,,john nguyen,,Australia,johnhungnguyen@hotmail.com,,
9603658,,kate trevessey,,,katetrev100@hotmail.co.uk,,List import
10880235,Inactive Investor,Rhodora Lucero,,J.P. Morgan Securities LLC Castro Valley CA 3449 Castro Valley Blvd,rhodora.lucero@jpmorgan.com,,Salesforce
10833050,Inactive Investor,Jonathan Smith,,Cetera Advisor Networks LLC West Jefferson NC 1441 Mount Jefferson Rd,smithjc@ceteranetworks.com,,Salesforce
166952,,Chi Andrew,,[Unknown],andrewsc123@gmail.com,,Other
9555469,,Janet Geist,,,janet.geist@thrivent.com,,
10985913,Inactive Investor,Meredith Miller,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10870144,Inactive Investor,Megan Sassone,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 110 Oakwood Dr",megan.sassone@wfadvisors.com,,Salesforce
10839910,Inactive Investor,Kristen Haag,Financial Consultant,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",kristen.haag@wellsfargoadvisors.com,,Salesforce
11140502,Inactive Investor,Alejandro Klimberg,,Oppenheimer & Co. Inc.,,,Salesforce
225479,,Gary -,,[[Unknown]],ggsaidler@gmail.com,,Initial Salesforce Import
11038021,Inactive Investor,Kevin Ho,Financial Solutions Advisor,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
10898325,Inactive Investor,Kelly Wertz,Client Associate,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 201 E 5th St",,,Salesforce
204196,,Joshua Schefers,IAR,Valley Wealth Strategies,jschefers@zukfinancial.com,,
11222544,,Adam Lee,,,alee@merceradvisors.com,,List Import
9616273,,hwanhee kim,,,myhiroh2@gmail.com,,List import
11061228,Inactive Investor,Shubert Cineus,,"Hornor, Townsend & Kent, LLC Boca Raton FL 2600 N Military Trl",scineus@htk.com,,Salesforce
11002768,Inactive Investor,Abdullah Ijaz,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",,,Salesforce
11187811,Inactive Investor,David Byrd,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",david.byrd@tiaa.org,,Salesforce
10939635,Inactive Investor,Kevin Kuebler,,"Cambridge Investment Research, Inc. Bloomington IL 2712 McGraw Dr",,,Salesforce
9643181,,Kafil Jsb,,,kafiuddin@yahns.com,,List import
10770393,Inactive Investor,Sunnie Wight,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,sunnie.wight@morganstanley.com,,Salesforce
10802645,Inactive Investor,Salvatore Romano,Financial Advisor;First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",salvatore.romano@ml.com,,Salesforce
10886818,Inactive Investor,Patricia Hoerter,,Thrivent Investment Management Inc. Wausau WI 1200 W Campus Dr,patti.hoerter@thrivent.com,,Salesforce
10948202,Inactive Investor,Jabaree Pearson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",jabaree.pearson@ml.com,,Salesforce
10886212,Inactive Investor,Nathan Betz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",nathan.betz@schwab.com,,Salesforce
11195243,Inactive Investor,John Wackowski,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,,,Salesforce
10923739,Inactive Investor,Didier Thierry,,"HighTower Securities, LLC Deerfield IL 500 Lake Cook Rd",dthierry@hightoweradvisors.com,,Salesforce
10788225,Inactive Investor,Alvydas Knasas,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,alvydas.knasas@fidelity.com,,Salesforce
9583471,,Jason Welch,,,jwelch@wwkadvisors.com,,List import
10950721,Inactive Investor,Thomas Gallant,Associate Financial Advisor,"Ameriprise Financial Services, LLC Grosse Pointe MI 726 Notre Dame St",thomas.gallant@ampf.com,,Salesforce
9611957,,John Campione,,,gallery@onegreatjones.com,,List import
11150342,Inactive Investor,William Washo,Financial Planner;Principal,LPL Financial LLC Scottsdale AZ 4300 N Miller Rd,jason.washo@lpl.com,,Salesforce
151768,,Gregory Wright,,[Unknown],gdubbforever@gmail.com,,
10837798,Inactive Investor,Laurie Goddard,,Cetera Advisors LLC Plymouth MA 34 Main Street Ext,laurie.goddard@ceteraadvisors.com,,Salesforce
10795438,Inactive Investor,Courtney Zalinski,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",courtney_zalinski@ml.com,,Salesforce
9643504,,Bryan Lee,,,bryan@oscium.com,,List import
10863323,Inactive Investor,Joseph Skarda,President - Wealth Management,Key Investment Services LLC,,,Salesforce
10617242,,James Burke,,,james.burke@edwardjones.com,,List Import
180941,,Jay G,,[Unknown],mrjayg+greyscale@gmail.com,,
10832961,Inactive Investor,Anthony Russo,Financial Advisor,"Ameriprise Financial Services, LLC Spring Hill FL 5089 Commercial Way",anthony.j.russo@ampf.com,,Salesforce
10942319,Inactive Investor,John Lynch,,"Hornor, Townsend & Kent, LLC Mooresville NC Private Residence",jlynch@htk.com,,Salesforce
204741,,Yun Sun,,1Oak Group,ysun@1oakgroup.com,4.47805E+11,
10621323,,Topete Lawson,,,olirisheyz@comcast.net,,Web Form Fillout
11047951,Inactive Investor,Armando Fernandez,,"American Portfolios Financial Services, Inc. Miami Shores FL Private Residence",afernandez@americanportfolios.com,,Salesforce
10851583,Inactive Investor,Jennifer Milam,Chief Compliance Officer;Client Service Manager;Member;Office Manager,Mustard Seed Wealth Management Magnolia AR 202 S Pine,jen@msfwm.com,,Salesforce
11040935,Inactive Investor,Richard Mills,Financial Advisor,Edward Jones Raleigh NC 6500 Creedmoor Rd,richard.mills@edwardjones.com,,Salesforce
224690,,Jack Zak,,[Unknown],jzzak54@gmail.com,,Direct
9601053,,Sean Mccaffrey,,,sean.mccaffrey@swanglobalinvestments.com,,List import
10936048,Inactive Investor,Nadya Mitha,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",nmitha@financialguide.com,,Salesforce
11158112,Inactive Investor,Emily Horan,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,emily.t.horan@jpmorgan.com,,Salesforce
11221795,,Dylan Goss,,,dylan.goss@blackrock.com,,List Import
10920638,Inactive Investor,Blake Harrington,Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",blake.harrington@nm.com,,Salesforce
117632,,Ralph Varland,Financial Professional,"Voya Financial Advisors, Inc.",rvarland@voyafa.com,630-245-4031,
9564896,,James Hapak,,,genesisjames@protonmail.com,,List import
11228551,Inactive Investor,Zibigem Nwokah,,J.P. Morgan Securities LLC,,,Salesforce
11107092,Inactive Investor,Aimee Mancilla,Senior Manager - Risk Management,"Ameriprise Financial Services, LLC",aimee.mancilla@ampf.com,,Salesforce
11188526,Inactive Investor,Samuel Montgomery,Associate Financial Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 1210 Premier Dr",sam.montgomery@ampf.com,,Salesforce
9633686,,AMER KADHIM,,,aamer.salam@yahoo.com,,List import
10931726,Inactive Investor,Maria Fought,Financial Planner,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",victoria.fought@prudential.com,,Salesforce
10681104,,Carlos Jimenez,,,cjimenez@univision.net,,Web Form Fillout
11094011,Inactive Investor,Leonard Penrod,,Cetera Advisor Networks LLC Salt Lake City UT Private Residence,,,Salesforce
10902451,Inactive Investor,LisaMarie Passariello,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,lisamarie.passariello@jpmorgan.com,,Salesforce
11203919,Inactive Investor,Gabriel Villa,,J.P. Morgan Securities LLC Webster TX 18410 Gatebrook Dr,gabriel.villa@jpmorgan.com,,Salesforce
9593630,,Suzanne Minter,,,sminter@financialengines.com,,List import
11230687,Inactive Investor,Jesse Hanson,Financial Planning Specialist;Paraplanner,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",jesse.hanson@ampf.com,,Salesforce
10852750,Inactive Investor,Elissa Dingus,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",elissa.dingus@ml.com,,Salesforce
5396679,,Ridvan BEYHAN,,,beyhansteam@gmail.com,,Web Form Fillout
11164541,Inactive Investor,Syed Altaf,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",syed.altaf@robinhood.com,,Salesforce
11000506,Inactive Investor,John Rudd,,"Verity Investments, Inc. Blacksburg VA 119 Church St",jrudd@verityinvest.com,,Salesforce
11137841,Inactive Investor,Ashley Spangler-Marquart,Financial Advisor,Edward Jones Fort Worth TX 7200 Dutch Branch Rd,ashley.spangler@edwardjones.com,,Salesforce
1005060,Inactive Investor,John Maguire,,Private Investor,jmags90@me.com,,3rd Party Lead Gen
10777925,Inactive Investor,Paul Nielsen,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,paul.c.nielsen@jpmorgan.com,,Salesforce
11154652,Inactive Investor,Ramon Romero,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ramon.romero@fidelity.com,,Salesforce
11131665,Inactive Investor,Mathew Calamita,,"PTS Brokerage, LLC Ridley Park PA 21 W Chester Pike",mcalamita@ptsbrokerage.com,,Salesforce
10798876,Inactive Investor,Kristin Nicholson,Advisor;Managing Director,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,knicholson@rockco.com,,Salesforce
98510,,Douglas Palagi,,Individual,djpalagi@gmail.com,2532263523,Organic Search
11266826,Active Investor,Maxime Gillot,,Maxime Gillot,maxime.gillot@gmail.com, +41793757799,Salesforce
10662148,,Marilyn Bilyk,,,marilyn@jfgplan.com,,List Import
10931499,Inactive Investor,John Koyle,,"Osaic Wealth, Inc. Pocatello ID 1414 E Center St",,,Salesforce
11072796,Inactive Investor,Nora Rojas,,"Wells Fargo Clearing Services, LLC Bessemer AL 4901 Promenade Pkwy",,,Salesforce
9602724,,Jody Rossiter,,,jrossiter@alescoadvisors.com,,List import
171232,,Jeremy Jones,,[Unknown],jjones4205@gmail.com,,
248582,,Mary Dang,Investment Performance Analyst,Mosaic,mary@mosaicadvisors.com,,Manual List Upload
10877107,Inactive Investor,Filip Domazet,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spanish Fork UT 1126 N Canyon Creek Pkwy",filip.domazet@ml.com,,Salesforce
10898172,Inactive Investor,Donna Taylor,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11026134,Inactive Investor,Terri Couette,,"Allstate Financial Services, LLC Yakima WA 7200 W Nob Hill Blvd",terricouette@allstate.com,,Salesforce
9466541,,Phillip Pavlik,,Phillip Pavlik,philpavlik@gmail.com,,List Import
11074317,Inactive Investor,Joseph Black,Chief Compliance Officer;Founding Member;Member;Partner,"ButlerJeffrey, LLC Atlanta GA 4243 Dunwoody Club Dr",joe@butlerjeffrey.com,,Salesforce
10761049,Inactive Investor,Nicole Pigeon,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Leesburg VA 1603 Village Market Blvd SE",nikki.vespoli@schwab.com,,Salesforce
10973012,Inactive Investor,Carson Schram,Senior Investment Manager;Team Manager,Creative Planning,carson.schram@creativeplanning.com,,Salesforce
321895,,Balasubramanian Srihari,Mr,POAI,sri.dowsildeamon@gmail.com,,Manual List Upload
10557023,,zorca Valentin,,,office@zaiat.com,,Web Form Fillout
10820164,Inactive Investor,Kathryn Sullivan,Registered Client Service Associate,Morgan Stanley Stamford CT 4 Landmark Sq,,,Salesforce
11178706,Inactive Investor,Patrick Beste,,"Private Client Services, LLC Naples FL 999 Vanderbilt Beach Rd",,,Salesforce
11008404,Inactive Investor,Charles Dall'Acqua,Member,Crest Wealth Advisors LLC Annapolis MD 1125 West St,charles@crestwealthadvisors.com,,Salesforce
9552089,,Vik Chopra,,,vikchop@gmail.com,,List import
10756161,Inactive Investor,Aaron Borstein,Private Wealth Advisor,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",aaron.e.borstein@ampf.com,,Salesforce
11205245,Inactive Investor,Michael Johnson,,"Osaic FA, Inc. Rochester NY 200 Meridian Centre Blvd",michael.johnson1@lfg.com,,Salesforce
10865413,Inactive Investor,Lance Harshbarger,Financial Planner,"Osaic Wealth, Inc. Overland Park KS 12501 Antioch Rd",,,Salesforce
9637982,,Craig Husting,,,chusting@psrsmo.org,,List import
11001130,Inactive Investor,Joseph Pezzo,Financial Services Professional,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",jpezzo@nationallife.com,,Salesforce
11233188,Inactive Investor,Samantha Giorgio,,J.P. Morgan Securities LLC Raleigh NC 6201 Capital Blvd,,,Salesforce
11166720,Inactive Investor,Keith Dagenais,,J.P. Morgan Securities LLC Mesa AZ 1940 S Val Vista Dr,keith.dagenais@jpmorgan.com,,Salesforce
10781849,Inactive Investor,Lori Lindley,Executive Director,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,lori.c.lindley@jpmorgan.com,,Salesforce
10937177,Inactive Investor,Annamarie Lewis,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",annamarie.lewis@prudential.com,,Salesforce
10804728,Inactive Investor,Benjamin Cohen,,Vanguard Marketing Corporation,benjamin_cohen@vanguard.com,,Salesforce
348834,,James Gillespie,Limited Partner,Greywolf Capital Management Lp,jim.gillespie@greywolfcapital.com,914-251-8200,Manual List Upload
11004435,Inactive Investor,Jed Goldberg,Wealth Management Advisor,Park Avenue Securities LLC Latham NY 1207 Troy Schenectady Rd,,,Salesforce
11128710,Inactive Investor,Roger Burton,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",roger.burton@wellsfargoadvisors.com,,Salesforce
10647147,,Kirsten Hollander,,,kirsten_hollander@schaeferfinancial.com,,List Import
190284,,burak keskinkilic,,Own business,keskinkilic@gmail.com,(491) 511-4784,Paid Social
10758392,Inactive Investor,Michael Dabulis,,Neuberger Berman BD LLC,mdabulis@nb.com,,Salesforce
11092085,Inactive Investor,Christina Valdez,,"Wells Fargo Clearing Services, LLC Fresno CA 2508 W Shaw Ave",christina.valdez@wellsfargo.com,,Salesforce
9643872,,Cynthia Liu,,,julianliuu@hotmail.com,,List import
11162466,Inactive Investor,Paul Koehler,Vice President,LPL Financial LLC,paul.koehler@lpl.com,,Salesforce
11087343,Inactive Investor,Brock Erwin,Chief Executive Officer,CleverInvesting LLC,brock@cleverinvesting.net,,Salesforce
10851296,Inactive Investor,Satyajeet Shinde,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Princeton NJ 194 Nassau St",satya.shinde@wellsfargo.com,,Salesforce
11195061,Inactive Investor,Chad Anderson,,"Centaurus Financial, Inc. Irvine CA 9870 Research Dr",,,Salesforce
11074161,Inactive Investor,Dallas Riddle,Investment Executive,"Fifth Third Securities, Inc. Grand Rapids MI 754 Franklin St SE",,,Salesforce
11150440,Inactive Investor,Jorge Arana,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11021991,Inactive Investor,Ian Andujar,,J.P. Morgan Securities LLC San Antonio TX 4620 Broadway St,ian.andujar@jpmorgan.com,,Salesforce
10936830,Inactive Investor,Misty Carroll-Devine,Paraplanner,"Ameriprise Financial Services, LLC Langhorne PA 104 Corporate Drive E",misty.carrolldevine@ampf.com,,Salesforce
371741,,Andrew Vogt,,United States,avogt08@gmail.com,,Salesforce
10851145,Inactive Investor,Michael Katz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",mkatz2@ml.com,,Salesforce
10880709,Inactive Investor,Christopher Oconnell,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10823196,Inactive Investor,Larry Oxenberg,,NYLIFE Securities LLC Jenkintown PA 261 Old York Rd,loxenberg@ft.newyorklife.com,,Salesforce
10866839,Inactive Investor,Michael Begley,Private Client Investment Associate,J.P. Morgan Securities LLC Cross River NY 20 N Salem Rd,michael.c.begley@chase.com,,Salesforce
342381,,Christophe Nicolas,Managing Director,Alpinvest Partners B.v.,christophe.nicolas@alpinvest.com,312-054-07575,Manual List Upload
184500,,Ayush Agarwal,,[Unknown],ayushagarwal88@gmail.com,,source
11025553,Inactive Investor,Maureen Goddard,,"Osaic Wealth, Inc. Northampton MA 355 Bridge St",mgoddard@royalallianceadvisors.com,,Salesforce
248896,,Yijia Dai,Student,Cornell University,yd73@cornell.edu,,Manual List Upload
11067572,Inactive Investor,Cindy Lanier,Relationship Banker,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",cindy.e.lanier@wellsfargo.com,,Salesforce
10645355,,Patricia McJoynt,,,pmcjoynt@kbw.com,,List Import
9619872,,Roman Buzko,,,one@lazzy.ventures,,List import
335962,,John Novak,Managing Director,"Paine Schwartz Partners, Llc",jnovak@paineschwartz.com,212-379-7200,Manual List Upload
10873913,Inactive Investor,Douglas Rohan,,Cetera Financial Specialists LLC Oshkosh WI 671 N Main St,douglas.rohan@ceterafs.com,,Salesforce
9580494,,Donte Lloyd,,,dontelloyd@financialguide.com,,List import
11049793,Inactive Investor,Joseph Orr,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,joe.orr@fmr.com,,Salesforce
10902769,Inactive Investor,Marcia Lachman,Trustee,"Eclectic Associates, Inc. Fullerton CA 1021 W Bastanchury Rd",,,Salesforce
238634,,sanojpullely@hotmail.com Pullely,,[Unknown],sanojpullely@hotmail.com,,Direct
9612269,,James Sakelaris,,,james.g.sakelaris@jpmorgan.com,,List import
11238636,Inactive Investor,Andrew Carragher,,Dw Healthcare Partners,acarragher@dwhp.com,,Salesforce
10772315,Inactive Investor,Caroline Wasel,Financial Planning Associate;Wealth Management Associate,Morgan Stanley Boston MA 28 State St,caroline.zwahlen@morganstanley.com,,Salesforce
11054001,Inactive Investor,Paul Fullerton,,"Private Client Services, LLC Saint Louis MO 680 Craig Rd",,,Salesforce
9614625,,IVAN GARCIA,,,ivangarciaa777@gmail.com,,List import
11012917,Inactive Investor,Joey Rosa,,PFS Investments Inc. Union NJ 1767 Morris Ave,joeyluisrosa@primerica.com,,Salesforce
10899938,Inactive Investor,Frank Johnson,Financial Consultant,"Hanover Advisors, Inc Marieta GA Private Residence",fjohnson@hanoveradvisorsinc.com,,Salesforce
11235303,Inactive Investor,Matthew Delricco,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Philadelphia PA Private Residence",,,Salesforce
10815511,Inactive Investor,James Hoeflinger,,"Principal Securities, Inc. Downers Grove IL 3333 Finley Rd",hoeflinger.james@principal.com,,Salesforce
11170875,Inactive Investor,Brittany LeColst,Private Wealth Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",brittany.lecolst@ml.com,,Salesforce
9575161,,Randall Fields,,,randall@acruence.com,,List import
10797401,Inactive Investor,Craig Dods,,"Wells Fargo Advisors Financial Network, LLC Richmond VA 5701 Patterson Ave",craig.dods@wellsfargoadvisors.com,,Salesforce
10996356,Inactive Investor,Andres Guzman,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,andres.guzman@jpmorgan.com,,Salesforce
10805301,Inactive Investor,Kelly McKinney,Senior Client Service Associate,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",kelly.mckinney@raymondjames.com,,Salesforce
10488008,,Igor Maskov,Investment Advisor Representative,"Osaic Wealth, Inc.",imaskov@royalaa.com,,List Import
42147,,Jason Moore,Private Wealth Advisor,"Hicks Capital Management, LLC",jmoore@hicks-capital.com,614-944-5200,
11150654,Inactive Investor,Teri Ploharz-Bolling,Financial Advisor,LPL Financial LLC Orofino ID 230 Johnson Ave,teri@camasfs.com,,Salesforce
10770014,Inactive Investor,Anthony Dorsey,National Sales Director;Regional Vice President,PFS Investments Inc. Rancocas NJ 215 Main St,anthony.dorsey@primerica.com,,Salesforce
339696,,Erol Uzumeri,"Limited Partner Of Searchlight Capital Partners, Lp",Searchlight Capital Partners,euzumeri@searchlightcap.com,212-293-3730,Manual List Upload
11007553,Inactive Investor,Sabrina Hand,,"Robinhood Financial, LLC",sabrina.hand@robinhood.com,,Salesforce
10944981,Inactive Investor,Erin Harris,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9577804,,Mitch Bush,,,mitchbushh@gmail.com,,List import
10903171,Inactive Investor,Michael Flattery,,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,mflattery@planmembersec.com,,Salesforce
11057982,Inactive Investor,Dustin Bezalel,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10769580,Inactive Investor,Jessica Sherman,,"Hantz Financial Services, Inc. Southfield MI 24901 Northwestern Hwy",jessica.sherman@hantzgroup.com,,Salesforce
10958970,Inactive Investor,Stephanie Martin,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11233497,Inactive Investor,Brayan Fernandez Montenegro,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11236558,Inactive Investor,Alexander Sullivan,Investment Advisor Representative,"Vesteer Wealth Management, LLC Charlottesville VA Private Residence",,,Salesforce
9551696,,K N,,,dzem.homer@gmail.com,,List import
10997987,Inactive Investor,Anthony Menniti,,"Allstate Financial Services, LLC Bronx NY 3805 E Tremont Ave",anthonymenniti@allstate.com,,Salesforce
10972194,Inactive Investor,Robert Mara,Director - Investments;Vice President,"Holland Advisory Services, Inc.",,,Salesforce
38714,,Travis McClarney,Financial Advisor,Eagle Strategies LLC,tmmcclarney@ft.newyorklife.com,812-305-1208,
10823805,Inactive Investor,Vitaly Zefirov,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",vitaly.zefirov@ml.com,,Salesforce
10768936,Inactive Investor,Erica Momany,,"Koehler Financial, LLC",erica@koehlerfinancial.com,,Salesforce
373768,,Jason Leggitt,,[Unknown],jleggitt@gmail.com,,source
11059609,Inactive Investor,Laura Saturno,,Vanguard Marketing Corporation,laura_saturno@vanguard.com,,Salesforce
10769131,Inactive Investor,Sarah Connolly,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",sarah.connolly@schwab.com,,Salesforce
9555312,,Garrett Stolle,,,gstolle@yahoo.com,,List import
10781295,Inactive Investor,Darenda Rangel,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",darenda.rangel@ml.com,,Salesforce
10762220,Inactive Investor,Elizabeth Nolan,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,elizabeth.nolan@morganstanley.com,,Salesforce
345827,,Jonathan Maxson,Co-owner & Sr Partner,"Beacon Capital Management, Llc",jon@beaconcm.com,615-224-9794,Manual List Upload
11105982,Inactive Investor,Christopher Leggett,,"Grove Point Investments, LLC Vienna VA 101C Church St NW",cleggett@hbeckinc.com,,Salesforce
11000822,Inactive Investor,Michael Young,Financial Advisor,"CUSO Financial Services, L.P. Jacksonville FL 1623 Edgewood Ave W",,,Salesforce
10763404,Inactive Investor,John Irwin,Financial Advisor,Edward Jones Fostoria OH 113 E Center St,john.irwin@edwardjones.com,,Salesforce
10957973,Inactive Investor,Daniel Rowbottom,,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,daniel.rowbottom@jpmorgan.com,,Salesforce
11099171,Inactive Investor,John Bullman,Chief Investment Officer,LGT Financial Advisors LLC,johnb@lgt-fa.com,,Salesforce
11201980,Inactive Investor,Brennon Bowen,Executive Vice President;Regulatory Contact,The Professional Financial Company LLC,brennon@thepfc.com,,Salesforce
45765,,Randolph Altavilla,Financial Advisor,"MML Investors Services, LLC",randyaltavilla@financialguide.com,631-851-5864,
11003185,Inactive Investor,Rachael Baker,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",rachael.baker@equitable.com,,Salesforce
11205739,Inactive Investor,Jung Min Chun,Registered Client Service Associate,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,jung-min.chun@jpmorgan.com,,Salesforce
11175249,Inactive Investor,Mark Minor,,"OneAmerica Securities, Inc.",,,Salesforce
10488434,,William Skeean,"Partner, Partner - Investment Management, Senior Financial Advisor","Edge Capital Group, LLC",wskeean@edgecappartners.com,,List Import
187646,,Joseph Sohara,,[Unknown],jasohara@ptd.net,,
9544053,,Renee Hudson,,,reneehudson.tech@gmail.com,,List import
11143785,Inactive Investor,Daniel Smith,,"Arete Wealth Management, LLC West Des Moines IA 6600 Westown Pkwy",dan.smith@aretewealth.com,,Salesforce
9608925,,Lisa Schlaf,,,lisa.schlaf@gmail.com,,List import
10777480,Inactive Investor,Matthew Jankowski,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",matt_jankowski@ml.com,,Salesforce
11083791,Inactive Investor,Frank Schiro,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,frank.schiro@jpmorgan.com,,Salesforce
11199193,Inactive Investor,Benjamin Jones,Chief Compliance Officer;Founder;Member;President,"Wave Wealth Management, LLC",ben@wavewm.com,,Salesforce
10993656,Inactive Investor,Jennifer Brawn,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10750372,Inactive Investor,Jennifer Cordero,,PFS Investments Inc. San Juan 3100 Carr 199,,,Salesforce
127963,,Patricia Garner,,"Cwm, Llc",pgarner@carsoninstitutional.com,(978) 656-5862,
11126833,Inactive Investor,David Mancinelli,Financial Advisor;Senior Vice President,Morgan Stanley Middleton MA 35 Village Rd,david.mancinelli@morganstanley.com,,Salesforce
11023884,Inactive Investor,Gaurav Judge,Financial Advisor;Financial Planning Specialist;Workplace Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,gaurav.judge@morganstanley.com,,Salesforce
321766,,Sharon Lynch,Freelance,Freelance,sharonlynch1229@gmail.com,,Manual List Upload
11165014,Inactive Investor,Eddy Olandj,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",eddy.olandj@wellsfargoadvisors.com,,Salesforce
10885591,Inactive Investor,Kevin Deaver,Financial Advisor,LPL Financial LLC Lincoln NE 8310 O St,kevin.deaver@lpl.com,,Salesforce
219767,,L :,,[Unknown],entityinvesting@gmail.com,,source
10834715,Inactive Investor,Lindsay Lambert,Corporate Retirement Director;Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",lindsay.lambert@rbc.com,,Salesforce
10646717,,Robert Espenel,,,rob.espenel@thrivent.com,,List Import
10904215,Inactive Investor,Laura Parrish-Coan,,Cetera Advisor Networks LLC Wichita KS 740 W 2nd St N,parrishcoanl@ceteranetworks.com,,Salesforce
11183848,Inactive Investor,Alexa Galewski,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,,,Salesforce
11157682,Inactive Investor,Nanci Kohl,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,nancikohl@statefarm.com,,Salesforce
342923,,Rick Holt,Risk Consultant,Everspire,rick@everspire.com,801-545-8706,Manual List Upload
10767110,Inactive Investor,John Lipari,,"Raymond James Financial Services, Inc. North Palm Beach FL 11770 Us Hwy 1",john.p.lipari@raymondjames.com,,Salesforce
11062842,Inactive Investor,Devon Robinson,,"Raymond James Financial Services, Inc. Bethlehem PA 2005 City Line Rd",devon.robinson@raymondjames.com,,Salesforce
10999615,Inactive Investor,Jessica Sizemore,,"IFP Securities, LLC Jacksonville Beach FL 324 6th Ave N",,,Salesforce
192271,,Ronald Yockey,,[Unknown],instructorofstatistics@gmail.com,,
11089136,Inactive Investor,Christopher Amo,Managing Director;Market Head,UBS Financial Services Inc. New York NY 299 Park Ave,christopher.amo@ubs.com,,Salesforce
9639842,,Naor Coelho,,,naor.junior@grupoboticario.com.br,,List import
10840396,Inactive Investor,Lynn Hartman,,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",hartmanl@stifel.com,,Salesforce
183740,,Craig Demmons,,[Unknown],craigdemmons80@gmail.com,,Direct
11014273,Inactive Investor,Frederick Sheehan,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,fsheehan@ft.newyorklife.com,,Salesforce
10971967,Inactive Investor,Kyle Reznicek,,"AE Financial Services, LLC Topeka KS 4125 SW Gage Center Dr",,,Salesforce
164379,,JP JP,,[Unknown],sendstuff@roadrunner.com,,Direct
10854100,Inactive Investor,Jennifer Nichols,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",jennifer.nichols@tiaa.org,,Salesforce
10760265,Inactive Investor,Steven Schumacher,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Janesville WI 400 Midland Ct",steve.schumacher@wellsfargoadvisors.com,,Salesforce
10765608,Inactive Investor,Terry Castleberry,Financial Advisor,Edward Jones Heber Springs AR 1620 Hwy 25B,terry.castleberry@edwardjones.com,,Salesforce
10487608,,Bryce Unck,,LPL Financial LLC,bryce@srswmg.com,,List Import
11221702,,Rhona Vogel,,,rhonav@vogelcg.com,,List Import
10986728,Inactive Investor,Megan Lodge,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",megan.lodge@empower.com,,Salesforce
9640129,,David Emerson,,,demerson@lcgassociates.com,,List import
11181006,Inactive Investor,Aimee Covel,,"Citizens Securities, Inc. Zelienople PA 105 W Culvert St",,,Salesforce
9557349,,Ralph Boss,,,ralph.boss@fidelity.com,,List import
10840262,Inactive Investor,Carolyn Finick,Authorized Officer;Team Administrator,UBS Financial Services Inc. Wilmington NC 1985 Eastwood Rd,carolyn.finick@ubs.com,,Salesforce
10785577,Inactive Investor,Thomas Kikly,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",thomas.kikly@ml.com,,Salesforce
11065817,Inactive Investor,Darren Vera Cruz,Investment Advisor Representative,"Hamilton-Bates Investment Research, Inc. Placentia CA 201 S Lakeview Ave",,,Salesforce
10510913,,Ted Smith,Wealth Advisor,Next Capital Management,tsmith@nextcapitalmgmt.com,,List Import
11189369,Inactive Investor,Nicholas Orenduff,Financial Planner,PlanMember Securities Corporation Henrico VA 1500 Forest Ave,,,Salesforce
11218812,,Charles Hatch,,,eddie.hatch@lpl.com,,Other
235,,,,,paulbrown@250ok.co,,
4727734,,Jeff Mulvany,,,jbmhrp@yahoo.com,6186844555,Web Form Fillout
11053939,Inactive Investor,Rebecca Malmrose,Chief Compliance Officer;Member,"Double I Investments, LLC",,,Salesforce
11236577,Inactive Investor,Solon Vlasto,Principal;Wealth Manager,"Modera Wealth Management, LLC McLean VA 7601 Lewinsville Rd",solonv@moderawealth.com,,Salesforce
11165597,Inactive Investor,Kimberlyann Higgins,,UBS Financial Services Inc.,kimberlyann.higgins@ubs.com,,Salesforce
9608992,,Michael Grimply,,,grop777@gmail.com,,List import
9548300,,Adam Bass,,,abass@massmutual.com,,List import
10990358,Inactive Investor,Kayla Gomez,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
10846121,Inactive Investor,Paxton Heath,First Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,paxton.heath@morganstanley.com,,Salesforce
10767442,Inactive Investor,Melissa Stengel,,Edward Jones Ballwin MO 615 Shadowridge Dr,melissa.stengel@edwardjones.com,,Salesforce
216095,,MICHAEL VIECELI,WEALTH MANAGER,HARBOUR FINANCIAL,mvieceli@hfrltd.com,,Event
10926802,Inactive Investor,Hector Villalona,Regional Leader,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,hvillalona@primerica.com,,Salesforce
10871656,Inactive Investor,Wayne Pickens,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,wayne.pickens@primerica.com,,Salesforce
10927048,Inactive Investor,Kelly Bowling,,"Blackridge Asset Management, LLC Atlanta GA 5784 Lake Forrest Dr",,,Salesforce
9570554,,Joe Smith,,,keep.learning.alwayz@gmail.com,,List import
10974121,Inactive Investor,Kristen Hadden,Relationship Manager,Park Avenue Securities LLC,kristen_x_hadden@glic.com,,Salesforce
9619093,,Eli Cohen,,,eli@crespark.com,,List import
9634527,,Vikram Agrawal,,,vagrawal@prophetequity.com,,List import
11019018,Inactive Investor,Kennedy Gonzalez,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",kennedy.gonzalez@bernstein.com,,Salesforce
10752344,Inactive Investor,Samuel Degennaro,,Snowden Account Services LLC New Haven CT 265 Church St,sdegennaro@snowdenlane.com,,Salesforce
11130972,Inactive Investor,Alexandra Oglevee,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,alexandra.oglevee@fmr.com,,Salesforce
10869024,Inactive Investor,Jacob Coon,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10854769,Inactive Investor,Clinton Winey,,"Brian D. Lowder, Inc.",,,Salesforce
11204960,Inactive Investor,James Smith,,"CreativeOne Securities, LLC Mount Pleasant SC 421 Wando Park Blvd",,,Salesforce
9545127,,Diego Cirillo,,,cirillo.diego@gmail.com,,List import
9544995,,Max Ambrose,,,maxambrose@taylorcopelandlaw.com,,List import
9604386,,Jason Leggitt,,,jleggitt@gmail.com,,List import
342915,,Richard McMahon,"CFP, ChFC, CFS","Heritage Capital Advisors, Llc",richard@hcawealth.com,612-372-0095,Manual List Upload
11086759,Inactive Investor,Bibi Khan,,J.P. Morgan Securities LLC New York NY 3 Times Sq,bibi.m.khan@chase.com,,Salesforce
9618125,,Adam Blumenstein,,,adam@oceanparkcapital.com,,List import
11213017,Inactive Investor,Kimberly Lima,,"Empower Financial Services, Inc Ludlow MA Private Residence",kimberly.lima@empower.com,,Salesforce
11208795,Inactive Investor,Daniel Wallick,Chief Compliance Officer;Chief Investment Officer;Managing Partner,"Wallick Investments, LLC",danwallick@wallickinvestments.com,,Salesforce
210895,,Ray Lo,,[Unknown],28896013@qq.com,,
9582335,,Thomas Kennedy,,,tkennedy@firstmanhattan.com,,List import
11013416,Inactive Investor,Cole Smith,,State Farm VP Management Corp. Colorado Springs CO 5885 Stetson Hills Blvd,cole.smith@statefarm.com,,Salesforce
9648384,,Prashanth -,,,rudolf.perform@gmail.com,,List import
9544346,,Kumaravel Natarajan,,,kumar.n123@yahoo.com,,List import
349982,,Richard Westlund,"Financial Professional, Insurance Agent","Voya Financial Advisors, Inc.",richard.westlund@voyafa.com,320-587-2272,
10931140,Inactive Investor,Christopher Ehlen,Financial Associate,Thrivent Investment Management Inc. Milaca MN 1010 5th St SE,christopher.ehlen@thrivent.com,,Salesforce
11009558,Inactive Investor,Lishay Mack,,"MML Investors Services, LLC Boston MA 280 Congress St",lishaymack@financialguide.com,,Salesforce
10873432,Inactive Investor,Jeremiah Hamilton,,MWA Financial Services Inc. Bainbridge OH 122 E Main St,jeremiah.hamilton@mwarep.org,,Salesforce
11060256,Inactive Investor,Daniel Williams,,"American Portfolios Financial Services, Inc. Garden City NY 1461 Franklin Ave",,,Salesforce
11030063,Inactive Investor,Heather Mcclintock,,Kovack Securities Inc. Floral Park NY 15 Verbena Ave,heather@kovacksecurities.com,,Salesforce
9645631,,Jim D,,,jimmydicio@yahoo.com,,List import
10796361,Inactive Investor,David Evola,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Clinton Township MI 43900 Garfield Rd",david.l.evola@ampf.com,,Salesforce
10826337,Inactive Investor,William Hackett,Chief Compliance Officer;Investment Advisor;Managing Member,Wave & Breakout L.L.C.,,,Salesforce
11014702,Inactive Investor,Maximillian Mao,,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,maximillian.mao@jpmorgan.com,,Salesforce
11205689,Inactive Investor,Robert Streett,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
9645586,,Ateet Ahluwalia,,,ateet.ahluwalia@gmail.com,,List import
11147976,Inactive Investor,Jerel Custodio,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,jerel.custodio@fmr.com,,Salesforce
10912683,Inactive Investor,John Rundle,Financial Advisor,LPL Financial LLC Olathe KS 13095 S Mur Len Rd,john.rundle@lpl.com,,Salesforce
11038462,Inactive Investor,Desiree Alexander,Financial Advisor,"Harbour Investments, Inc. Verona WI 110 Enterprise Dr",,,Salesforce
11064103,Inactive Investor,Aaron Peterson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11004906,Inactive Investor,Angela Palmer,,PFS Investments Inc. Wayne PA 175 Strafford Ave,angela.palmer@primerica.com,,Salesforce
9574686,,Hope Taitz,,,hope@elyadvisors.com,,List import
11142456,Inactive Investor,Susan Chen,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19349 Stevens Creek Blvd",,,Salesforce
9947353,,Ghulam Waris,,,aliwarisarain@gmail.com,,Web Form Fillout
11070829,Inactive Investor,Archie Legrone,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",archie.legrone@ml.com,,Salesforce
337744,,Aaron Stearns,"Managing Director, member",Vestapoint Capital Llc,astearns@vestapoint.com,407-960-7176,Manual List Upload
371097,,sdf sdf,,United States,asfasdf@sdf.com,,Salesforce
10915985,Inactive Investor,Melissa Ekeberg,,"IFG Advisory, LLC Blairsville GA 736 Pat Haralson Dr",,,Salesforce
336576,,Josh Espinosa,Financial Advisor,Ciccarelli Advisory Services Inc,josh@cas-naplesfl.com,239-262-6577,Manual List Upload
9589804,,Akshit Kandi,,,akshitunited@gmail.com,,List import
10816745,Inactive Investor,Liane Blake,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",liane.blake@ml.com,,Salesforce
11200292,Inactive Investor,Bailey Vansickle,Financial Consultant,"Fuse Partners, LLC Watertown SD 10 N Broadway",bvansickle@vpadvisor.com,,Salesforce
9558555,,Zachary Harrell,,,zharrell@ayco.com,,List import
9614018,,Hugo Bagao,,,hugo@kawacapital.com,,List import
10960369,Inactive Investor,Areen Khoury,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,areen.khoury@citi.com,,Salesforce
9549663,,Tomer Kogan,,,tkogan@longpond.com,,List import
10659117,,Mark Price,,,mark.price@countryfinancial.com,,List Import
11021941,Inactive Investor,Nicholas Lenski,,"Osaic Wealth, Inc. Pewaukee WI 325 Forest Grove Dr",nick.lenski@osaicwealth.com,,Salesforce
11181857,Inactive Investor,Walter McCurdy,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",walter.mccurdy@wellsfargoadvisors.com,,Salesforce
11090235,Inactive Investor,Gary Lloyd,Investment Advisor,CPR Investments Inc,gary.lloyd@cprinvestmentsinc.com,,Salesforce
11076222,Inactive Investor,Daniel Wiewel,,J.P. Morgan Securities LLC New York NY 277 Park Ave,daniel.wiewel@jpmorgan.com,,Salesforce
10828104,Inactive Investor,William Hoock,Associate Financial Advisor,"Ameriprise Financial Services, LLC Buffalo NY 8310 Wehrle Dr",william.2.hoock@ampf.com,,Salesforce
9550522,,Marwan Rbibe,,,marwan.bnp@gmail.com,,List import
10984379,Inactive Investor,Richard Brown,,Brookstone Capital Management LLC Saint Petersburg FL 3831 Tyrone Blvd N,,,Salesforce
11104875,Inactive Investor,Brian Tarquinio,Financial Advisor;Senior Vice President,Morgan Stanley Sewickley PA 2100 Georgetown Dr,brian.tarquinio@morganstanley.com,,Salesforce
10979411,Inactive Investor,Albert Yeh,,Fidelity Brokerage Services LLC,,,Salesforce
10986174,Inactive Investor,Thomas Stripling,,Wedbush Securities Inc. Houston TX 4400 Post Oak Pkwy,thomas.stripling@wedbush.com,,Salesforce
10826060,Inactive Investor,Steven Carmandalian,Chief Compliance Officer;Owner;Principal;Senior Portfolio Manager,"Carmandalian Financial Group, LLC",,,Salesforce
9625722,,Matthew Valeri,,,matthewvaleri@gmail.com,,List import
219631,,Valerie Halaby,,[Unknown],valeriehalaby@gmail.com,,Direct
11238749,Inactive Investor,Andrew Steiner,,"Forest Capital Management, LLC",asteiner@forestcapm.com,,Salesforce
11261268,Inactive Investor,Gregory Thompson,Financial Advisor,Integrated Wealth Concepts LLC Port Chester NY 800 Westchester Ave,,,Salesforce
10852890,Inactive Investor,Stuart Berrin,Financial Advisor,Edelman Financial Engines New York NY 340 Madison Ave,sberrin@edelmanfinancialengines.com,,Salesforce
10855974,Inactive Investor,Jeffrey Jensen,Investment Executive;Vice President,"Fifth Third Securities, Inc. Toledo OH 7536 W Central Ave",jeffrey.jensen@53.com,,Salesforce
11098324,Inactive Investor,Eric Rocks,,"U.S. Bancorp Investments, Inc. Geneva IL 808 W State St",,,Salesforce
46698,,Marianne D'Alessandro,"Chief Financial Officer, Compliance Officer, Regulatory Contact",Gagnon Advisors,marianne@gagnonsec.com,212-554-5029,
10970800,Inactive Investor,Philmore Navarrete,,"Osaic Wealth, Inc.",,,Salesforce
9627978,,Dwight Stocker,,,trip@ctcryptoforum.com,,List import
10898723,Inactive Investor,Brian McGuinness,First Vice President - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",brian.mcguinness@wellsfargoadvisors.com,,Salesforce
10787964,Inactive Investor,Mark Abrams,,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
10851802,Inactive Investor,Mariano Rovillard,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11010822,Inactive Investor,Jon Ingalls,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",,,Salesforce
9629520,,Buriano Ceretti,,,ltreccani54@gmail.com,,List import
9568489,,William Stanik,,,wstanik@financialguide.com,,List import
195186,,Scott Pellicane,,[Unknown],spellicane@hotmail.com,,source
10937568,Inactive Investor,Mark Olson,,NYLIFE Securities LLC Somerville NJ 21 Maple St,mdolson@ft.newyorklife.com,,Salesforce
10822074,Inactive Investor,David Lewis,Financial Advisor,LPL Financial LLC Houston TX 3730 Kirby Dr,davidw.lewis@lpl.com,,Salesforce
9594475,,Mark Prowell,,,mark@prowell-financial.com,,List import
9642246,,r wright wilson,,,rwrightwilson@gmail.com,,List import
10939003,Inactive Investor,Sidney Lainhart,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10489837,,Trey Touchstone,"Chief Compliance Officer, Director - Investment Management, President, Secretary, Vice President",Lifeway Financial Corporation,ttouchstone@lifewayfinancial.com,972-378-3677,List Import
9580635,,Patrick Freeman,,,trustedadvisor@freemanwealth.com,,List import
9615784,,Martin Chareton,,,martin_chareton@hotmail.fr,,List import
11089572,Inactive Investor,Andrew Danquah,,"Next Financial Group, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
11199030,Inactive Investor,Kenneth Kintzle,Senior Financial Services Representative,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",kintzle.ken@principal.com,,Salesforce
11190873,Inactive Investor,Samuel Keeler,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaufort SC 700 Bay St",samuel.keeler@ml.com,,Salesforce
10817193,Inactive Investor,Luke Hinkle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10912328,Inactive Investor,Robert Boshar,,LPL Financial LLC Newington NH Private Residence,robert.boshar@lpl.com,,Salesforce
10932182,Inactive Investor,Sean Bevan,Vice President,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",sean.bevan@wfadvisors.com,,Salesforce
10721374,Inactive Investor,A Bloomingdale,,"Osaic Wealth, Inc. Omaha NE 8420 W Dodge Rd",,,Salesforce
10987022,Inactive Investor,Jenna Papaz,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
109966,,Jason Schumacher,,Nobe,fgsconnect@gmail.com,386-690-5509,
11113037,Inactive Investor,Jesus Maldonado Morales,,"Wells Fargo Clearing Services, LLC Spring TX 1442 Spring Cypress Rd",,,Salesforce
11125783,Inactive Investor,Thomas Traynham,Financial Advisor,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,thomas.traynham@lpl.com,,Salesforce
10790432,Inactive Investor,Keith Colonna,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Sewickley PA 2100 Georgetown Dr,keith.a.colonna@morganstanley.com,,Salesforce
10928120,Inactive Investor,Craig Fitzpatrick,,"Cadaret, Grant & Co., Inc.",cfitzpatrick@ae.cadaretgrant.com,,Salesforce
10855264,Inactive Investor,Lavanya Palakurthi,Executive Director,J.P. Morgan Securities LLC Dublin CA 4520 Dublin Blvd,lavanya.palakurthi@jpmorgan.com,,Salesforce
11187613,Inactive Investor,Stephen Rifici,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",stephen.a.rifici@ampf.com,,Salesforce
9629848,,Krad Johnson,,,kradjohnson@gmail.com,,List import
10788209,Inactive Investor,Jeff Hoag,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,jeff.hoag@fidelity.com,,Salesforce
10954178,Inactive Investor,Krystal White,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10980970,Inactive Investor,Bryce Wilson,Chief Compliance Officer;Chief Investment Officer;Investment Advisor Representative;Member,Accession Partners LLC,bryce@accession-partners.com,,Salesforce
11203484,Inactive Investor,Josh Dascher,Financial Associate,Thrivent Investment Management Inc. Rochester MN 975 34th Ave NW,josh.dascher@thrivent.com,,Salesforce
11233446,Inactive Investor,Kuanyee Lee,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",,,Salesforce
10890029,Inactive Investor,James Matarese,,Citigroup Global Markets Inc.,,,Salesforce
11136408,Inactive Investor,Adam Kennerdell,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
336386,,William Huffman,"Executive Vice President, President - Nuveen Equities And Fixed Income",Tiaa-cref Investment Management Llc,whuffman@tiaa-cref.org,212-490-9000,Manual List Upload
11136166,Inactive Investor,James Phillips,Insurance Agent,LPL Financial LLC Richmond VA 1801 Bayberry Ct,,,Salesforce
10992996,Inactive Investor,Aaron Lupari,,William Blair,alupari@williamblair.com,,Salesforce
11132918,Inactive Investor,Dagan Fluke,Financial Advisor,Edward Jones Garden City ID 7359 W Riverside Dr,dagan.fluke@edwardjones.com,,Salesforce
11032798,Inactive Investor,George Mahramas,Practice Business Manager,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",,,Salesforce
11133375,Inactive Investor,Jessica Vanhorn,,Morgan Stanley Boca Raton FL 4855 Technology Way,,,Salesforce
10648183,,Robert Campbell,,,bob@carnick.com,,List Import
11173712,Inactive Investor,Annemarie von der Goltz,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,annemarie.vondergoltz@jpmorgan.com,,Salesforce
11236615,Inactive Investor,Cami Engelbert,Financial Professional,49 Financial Dallas TX 14555 Dallas Pkwy,cami.engelbert@49financial.com,,Salesforce
11162019,Inactive Investor,Robert Davis,Financial Advisor,"Castle Rock Wealth Management, LLC",robert@crwmadvisors.com,,Salesforce
10912730,Inactive Investor,Michael Priest,Client Service Specialist,"Ameriprise Financial Services, LLC Tulsa OK 4200 E Skelly Dr",michael.priest@ampf.com,,Salesforce
10887342,Inactive Investor,Michael Yarmish,,"J.H. Darbie & Co., Inc.",myarmish@jhdarbie.com,,Salesforce
237234,, -,,[[Unknown]],iyanaallen99@icloud.com,,
10765449,Inactive Investor,Scott Waeltz,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9562521,,chentao xu,,,xuct@coscol.com.hk,,List import
9610764,,Dwayne Mosley,,,dwaynelaurbar@gmail.com,,List import
10780604,Inactive Investor,Andrew Flock,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Pensacola FL 850 S Palafox St,andrew.flock@morganstanley.com,,Salesforce
11046474,Inactive Investor,Larry Loving,Financial Advisor,LPL Financial LLC Mokena IL 19065 Hickory Creek Dr,larry.loving@lpl.com,,Salesforce
10612429,,Rishma Daniel-Sulaiman,Financial Advisor,,rishma.danielsulaiman@prudential.com,,List Import
11262321,Inactive Investor,Patrick Dobbins,,Secondary Investor Emails,pd1240@pm.me,,Initial Salesforce Import
371467,,mikako hojo,,AMOR do ALEGRIA,todominha@yahoo.co.jp,9086595543,Salesforce
11017333,Inactive Investor,Riley Krook,Financial Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,everkin-group@morganstanley.com,,Salesforce
11091688,Inactive Investor,Jason Demopoulos,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,jason.demopoulos@jpmorgan.com,,Salesforce
40343,,Todd Ryman,"Financial Advisor, Senior Vice President","SunTrust Advisory Services, Inc.",todd.ryman@suntrust.com,404-926-5303,
10827657,Inactive Investor,David Faber,,"Raymond James Financial Services, Inc. Bourbonnais IL 1521 N Convent St",david.faber@raymondjames.com,,Salesforce
10795484,Inactive Investor,Jerome Lynch,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",jerome.o.lynch@wellsfargoadvisors.com,,Salesforce
11077934,Inactive Investor,Nicole Grellman,Preferred Program Specialist,"Fifth Third Securities, Inc. Greenville SC 656 S Main St",nicole.grellman@53.com,,Salesforce
231939,, -,,[Unknown],bluegrass606@icloud.com,,
10772305,Inactive Investor,Michael Zangoglia,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.zangoglia@ubs.com,,Salesforce
10752794,Inactive Investor,Lori Norris,Financial Advisor,"Ameriprise Financial Services, LLC Jonesboro AR 2915 E Matthews Ave",,,Salesforce
11144435,Inactive Investor,Bridget Doane,,"Truist Investment Services, Inc. Williamsburg VA 4801 Courthouse St",bridget.doane@truist.com,,Salesforce
11188564,Inactive Investor,Thomas Fendrick,Financial Advisor,Edward Jones Stoughton WI Private Residence,thomas.fendrick@edwardjones.com,,Salesforce
9555799,,hyoseok kim,,,nide21@gmail.com,,List import
11026235,Inactive Investor,Ralph Taylor,Financial Advisor,Edward Jones Moultrie GA 717 S Main St,ralph.taylor@edwardjones.com,,Salesforce
248746,,Viktorija Isic,CEO,VI KA,viktorija.isic@gmail.com,,Manual List Upload
10812615,Inactive Investor,Gregory Shelton,,NYLIFE Securities LLC Covington LA 832 E Boston St,gsshelton@ft.newyorklife.com,,Salesforce
11096364,Inactive Investor,John Snead,Financial Consultant,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",john.snead@wellsfargoadvisors.com,,Salesforce
10897764,Inactive Investor,Mark Gordon,,Vanguard Marketing Corporation,mark_gordon@vanguard.com,,Salesforce
10967718,Inactive Investor,Nathan Potvin,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
9579449,,Justin Lundy,,,jblphx@gmail.com,,List import
10850796,Inactive Investor,Oscar Tumacder,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",oscar.tumacder@schwab.com,,Salesforce
10486492,,Constance Urbanek,,"MML Investors Services, LLC",crobrahn@gmail.com,,List Import
11088459,Inactive Investor,Daniel Omogrosso,Financial Advisor,"Ameriprise Financial Services, LLC North Reading MA 350 Park St",daniel.r.omogrosso@ampf.com,,Salesforce
10957329,Inactive Investor,Joanna Robertson,,"Benjamin F. Edwards & Company, Inc. Green Bay WI 105 N Washington St",joanna.robertson@benjaminfedwards.com,,Salesforce
10997889,Inactive Investor,Joseph Schlitter,,William Blair,jschlitter@williamblair.com,,Salesforce
11197495,Inactive Investor,Nancy Noga,,Key Investment Services LLC Westlake OH 29900 Detroit Rd,nancy.noga@key.com,,Salesforce
11211798,Inactive Investor,Chhayvuoch Minnich,Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",vuoch.t.minnich@ampf.com,,Salesforce
10803011,Inactive Investor,Jeffrey Kinziger,Director;Family Wealth Advisor,Robert W. Baird & Co. Incorporated Green Bay WI 440 S Washington St,jkinziger@rwbaird.com,,Salesforce
11211609,Inactive Investor,Dana Troske,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Lincoln NE 6940 O St",dana.troske@mutualofomaha.com,,Salesforce
10765679,Inactive Investor,Michael Cich,Senior Business Associate;Senior Financial Associate,"RBC Capital Markets, LLC Buffalo MN Private Residence",michael.cich@rbc.com,,Salesforce
9597619,,Kevin Shields,,,kshields@griffincapital.com,,List import
160266,,Kevin Johnson,,[Unknown],kevinmjohnson91@gmail.com,,
9595497,,David Luna,,,thegreatluna8713@gmail.com,,List import
9619702,,William Taylor,,,wtayl44@gmail.com,,List import
9584291,,Lisa Longest,,,llongest@thecolonygroup.com,,List import
10857482,Inactive Investor,Timothy McElroy,Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Cockeysville MD 307 International Cir,tim.mcelroy@ubs.com,,Salesforce
5879158,,Luy Solution,,,lulusolomon204@gmail.com,,Web Form Fillout
11145418,Inactive Investor,Dean Spagnoli,Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Honolulu HI 733 Bishop St,dean.spagnoli@morganstanley.com,,Salesforce
9546501,,?? ?,,,18811720279@163.com,,List import
11106141,Inactive Investor,Chad Brand,Founder;President,Peridot Capital Management,chad@peridotcapital.com,,Salesforce
10862631,Inactive Investor,Guy Bradmon,,PFS Investments Inc. Prudenville MI 196 E Houghton Lake Dr,guy.bradmon@primerica.com,,Salesforce
10858416,Inactive Investor,Scott Mcghie,Director - Portfolio Management;Director - Research and Portfolio Management,The Fiduciary Group,scott@tfginvest.com,,Salesforce
11191844,Inactive Investor,Brad Biggs,,"Raymond James Financial Services, Inc. Jackson TN 137 Stonebridge Blvd",brad.biggs@raymondjames.com,,Salesforce
10762854,Inactive Investor,John Moore,Director - Alternative Investments;Executive Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,john.w.moore@morganstanley.com,,Salesforce
338266,,Patrick Sweeny,Manager,Apella Capital,psweeny@apellacapital.com,860-785-2260,Manual List Upload
11036853,Inactive Investor,Sharon Lewis,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,slewis.bmp89@primerica.com,,Salesforce
9541863,,michael porter,,,mickeyanddebbie@msn.com,,List import
10952123,Inactive Investor,Bryan Kuhn,,LPL Financial LLC Jefferson City MO 510 Jefferson St,bryan.kuhn@lpl.com,,Salesforce
240007,,Sherry Haffey,Personal Banking Officer,Investment Management Group,shaffey@stockmanbank.com,406-655-3960,Manual List Upload
11159171,Inactive Investor,Mark Howell,,NYLIFE Securities LLC Dallas TX 12221 Merit Dr,dannyhowell@ft.newyorklife.com,,Salesforce
10759366,Inactive Investor,Rhonda Marks,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",rhonda.marks@ml.com,,Salesforce
11084603,Inactive Investor,Michael Underwood,Financial Advisor;First Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,michael.underwood@morganstanley.com,,Salesforce
10799571,Inactive Investor,Jason Guttenberg,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",jason.guttenberg@wellsfargoadvisors.com,,Salesforce
11005193,Inactive Investor,David Bousquet,Financial Advisor,Edward Jones Oakmont PA 201 Allegheny Ave,david.bousquet@edwardjones.com,,Salesforce
10762055,Inactive Investor,Matthew Phillips,,"M Holdings Securities, Inc. New York NY 60 E 42nd St",matthew.phillips@mfin.com,,Salesforce
10898448,Inactive Investor,Stephen Rohm,,"Citizens Securities, Inc. Pittsburgh PA 525 William Penn Pl",stephen.j.rohm@citizenssecurities.com,,Salesforce
9613268,,Thomas Fawell,,,twfawell@jenwoodglobal.com,,List import
11199518,Inactive Investor,Kalomira Zangoulos,,IP Financial Advisory Services LLC Macomb MI Private Residence,,,Salesforce
9542217,,asdwa asdwa,,,asdaw@asdwa.com,,List import
9623894,,Brian Aleksa,,,baleksa@gmail.com,,List import
9588702,,Yelena Feldman,,,faneley11@gmail.com,,List import
10832374,Inactive Investor,Daniel Stott,,"Avantax Investment Services, Inc. Stockholm ME Private Residence",,,Salesforce
10842931,Inactive Investor,Daniel Goldie,Wealth Manager,"Buckingham Strategic Wealth, LLC Palo Alto CA 2409 Park Blvd",dgoldie@buckinghamgroup.com,,Salesforce
11121511,Inactive Investor,Kimberly Cochrane,,LPL Financial LLC Rockville MD 1445 Research Blvd,kim.cochrane@lpl.com,,Salesforce
9588068,,Joshua Morrison,,,jmliglobal@gmail.com,,List import
11131828,Inactive Investor,Antoinette Guy-Wharton,,MissionSquare Investment Services,aguy-wharton@icmarc.org,,Salesforce
10856004,Inactive Investor,Linda Rachel,Chief Investment Officer;Founder,Guardian Capital Group LLC,,,Salesforce
11126988,Inactive Investor,Melissa Greer,Managing Director;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",melissa.greer@wellsfargoadvisors.com,,Salesforce
10870357,Inactive Investor,Bradley Bolnick,Chief Compliance Officer;Founder;Managing Partner,GCB Private Wealth,brad.bolnick@gcbpw.com,,Salesforce
11054211,Inactive Investor,Michael Bookman,Operations Manager,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",michael.h.bookman@ampf.com,,Salesforce
10858684,Inactive Investor,Bryan Baca,Investment Advisor Representative,"Royal Fund Management, LLC Clinton OK 110 S 13th St",,,Salesforce
10987646,Inactive Investor,Ryan Freimuth,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 3260 Walton Riverwood Ln SE",ryan.freimuth@schwab.com,,Salesforce
9600637,,Jessica Morris,,,jessica.morris@sheridancp.com,,List import
11038422,Inactive Investor,Dustin Hulvey,,J.P. Morgan Securities LLC Lincoln NE 144 N 14th St,dustin.hulvey@jpmorgan.com,,Salesforce
7193271,,Buster Quintanar,,,vasitay540@huvacliq.com,,Web Form Fillout
9624412,,diogo mury,,,murydiogo@gmail.com,,List import
11196478,Inactive Investor,Debra Sundberg,Financial Advisor,Edward Jones Billings MT 3210 Henesta Dr,debbie.sundberg@edwardjones.com,,Salesforce
10896888,Inactive Investor,Tyler Vogele,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,True North Financial,ty@planwithtruenorth.com,,Salesforce
11169834,Inactive Investor,Uday Shah,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chevy Chase MD 5550 Friendship Blvd",,,Salesforce
11126255,Inactive Investor,Joseph Gang,Financial Advisor,Edward Jones Potsdam NY 9 Maple St,joseph.gang@edwardjones.com,,Salesforce
10612741,,Thomas Meade,Financial Advisor,,thomas.meade@lpl.com,,List Import
10832271,Inactive Investor,Theresa Jimenez,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,terry.jimenez.qbjs@statefarm.com,,Salesforce
10615819,,Robert Jungels,,,robert.jungels@prudential.com,,List Import
10595862,,Dawn Lawrence,,,dawnstrades100@gmail.com,,Web Form Fillout
11168849,Inactive Investor,Paul Wieda,Financial Advisor,"Osaic Wealth, Inc. Fresno CA 6873 N West Ave",,,Salesforce
10904399,Inactive Investor,Marc Blieden,Chief Compliance Officer;Chief Operating Officer,Granger Management LLC New York NY 17 State St,marc@grangerllc.com,,Salesforce
11164652,Inactive Investor,Alan Cirulli,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",alan.cirulli@rbc.com,,Salesforce
11079143,Inactive Investor,Devin Shaeffer,Financial Advisor,LPL Financial LLC Fresno CA 7815 N Palm Ave,devin.shaeffer@lpl.com,,Salesforce
10764088,Inactive Investor,Kelly Bevis,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",kelly.a.bevis@wellsfargoadvisors.com,,Salesforce
11017580,Inactive Investor,Lindsay Buker,,"Raymond James Financial Services, Inc. Perrysburg OH 213 Louisiana Ave",lindsay.buker@raymondjames.com,,Salesforce
9595029,,Benjamin Greenfeld,,,bgreenfeld@waldronpw.com,,List import
11220898,,Patrick O'Connor,,,patrick.oconnor@franklintempleton.com,,List Import
10872794,Inactive Investor,Paul De Ulloa,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glendale CA 345 N Brand Blvd",,,Salesforce
11032256,Inactive Investor,William Seyle,Managing Director,"Raymond James & Associates, Inc. Allentown PA 740 Hamilton St",rusty.seyle@raymondjames.com,,Salesforce
11128024,Inactive Investor,James Northrup,,"Allstate Financial Services, LLC Rockford IL 6116 Mulford Village Dr",jamesnorthrup@allstate.com,,Salesforce
10638565,,Competi Scan,,Competiscan,imo@competiscan.com,,Web Form Fillout
336270,,Jennifer Nichols,Director,Abrdn Inc.,jennifer.nichols@aberdeen-asset.com,215-405-5700,Manual List Upload
11238622,,Rob Campbell,,,rcampbell@mawer.com,,Salesforce
10829320,Inactive Investor,Nerisa Elias,Registered Client Service Associate,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
9569017,,Andrew Uchtman,,,andrew.uchtman@53.com,,List import
9574474,,Sanjeev Nair,,,sanjeev.x.nair@gmail.com,,List import
11184163,Inactive Investor,Emily Define,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",,,Salesforce
10788207,Inactive Investor,Jorge Colmenares,,Citigroup Global Markets Inc.,,,Salesforce
11164181,Inactive Investor,James Magness,Financial Advisor,LPL Financial LLC Savannah GA 8201 White Bluff Rd,james.magness@lpl.com,,Salesforce
9540347,,Jeff Kirwood,,,jkirwood@aspengrovellc.com,,List Import
11094842,Inactive Investor,Ronnell Hoeltje,Client Service Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,ronnell.hoeltje@ubs.com,,Salesforce
10942953,Inactive Investor,Donna Bolin,,Edward Jones Mount Vernon IN 431 E 4th St,donna.bolin@edwardjones.com,,Salesforce
11109125,Inactive Investor,Shawn Dassel,,Vanguard Marketing Corporation,shawn_dassel@vanguard.com,,Salesforce
11074172,Inactive Investor,Joshua Khokhar,Financial Advisor,"Axxcess Wealth Management, LLC San Diego CA 9255 Towne Centre Dr",joshua@axxcesswealth.com,,Salesforce
10987206,Inactive Investor,Linda Phu,,LPL Financial LLC Larkspur CA 494 Magnolia Ave,linda.phu@lpl.com,,Salesforce
11061861,Inactive Investor,Richard Pobar,,"Allstate Financial Services, LLC Los Lunas NM 2210 Sun Ranch Village Loop SW",richardpobar@allstate.com,,Salesforce
372474,,\ guo,,China,247334920@qq.com,,Salesforce
9553421,,Assaf Spiegel,,,spiegel.assaf@gmail.com,,List import
10967535,Inactive Investor,Ruth Sears,Financial Advisor,Edward Jones Atlantic IA 324 Chestnut St,ruth.sears@edwardjones.com,,Salesforce
11159630,Inactive Investor,Judy Gregory,,NYLIFE Securities LLC Enid OK 111 N Grand St,jgregory@ft.newyorklife.com,,Salesforce
10864460,Inactive Investor,Michael Batson,,LPL Financial LLC Wayland MI Private Residence,michael.l.batson@lpl.com,,Salesforce
9609368,,David Ramirez,,,drmram2@aol.com,,List import
11046231,Inactive Investor,Martina Troiano,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",martina.troiano@wellsfargoadvisors.com,,Salesforce
11234288,Inactive Investor,Scott Bell,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10956261,Inactive Investor,Lia Hege,Financial Advisor,Thrivent Investment Management Inc. Champaign IL 2102 Windsor Pl,lia.hege@thrivent.com,,Salesforce
10895943,Inactive Investor,Eamon Fry,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indianapolis IN 137 N Meridian St",eamon.fry@schwab.com,,Salesforce
9575579,,Mark Mrochek,,,mark.mrochek@voyafa.com,,List import
9599211,,Nathan Lucius,,,nlucius@gradientinvestments.com,,List import
10851609,Inactive Investor,Darla Huber,Financial Advisor,LPL Financial LLC Camp Hill PA Private Residence,darla.huber@lpl.com,,Salesforce
11197011,Inactive Investor,Mark Tverskoy,,CIBC World Markets Corp.,,,Salesforce
10646588,,Elizabeth Fuselier,,,elizabeth.fuselier@equitable.com,,List Import
11023628,Inactive Investor,Douglas Spann,,PFS Investments Inc. Brooklyn NY 777 Coney Island Ave,dspann@primerica.com,,Salesforce
10979173,Inactive Investor,Richard Harrison,Financial Advisor,Townsend,rick@townsendretirement.com,,Salesforce
10979925,Inactive Investor,Jocelyn Donovan,,"Osaic FA, Inc. Exton PA 805 Springdale Dr",jocelyn.donovan@lfg.com,,Salesforce
10786084,Inactive Investor,Cody Summers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cody.summers@fidelity.com,,Salesforce
11096286,Inactive Investor,Catherine Tanzilli,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",catherine_tanzilli@ml.com,,Salesforce
11051030,Inactive Investor,Ryan Cahill,Chief Compliance Officer;Founder;Managing Member;President,"Cahill Wealth Management, LLC",ryan@cahillwealth.com,,Salesforce
10898988,Inactive Investor,Eric Brown,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cranberry Township PA 2080 Mackenzie Way",,,Salesforce
9559871,,Winnie Xiao,,,winniex@stanford.edu,,List import
9628472,,Frederick Schubert,,,fes@schubertpc.com,,List import
10854341,Inactive Investor,Daniel Henderson,Investment Consultant;Vice President,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
337248,,Linda Pingel,,[Unknown],gpingel322@bellsouth.net,,source
10885076,Inactive Investor,William Morton,,J.P. Morgan Securities LLC Wichita Falls TX 4245 Kemp Blvd,,,Salesforce
10987452,Inactive Investor,Evan Patterson,,"CapFinancial Securities, LLC.",,,Salesforce
11230488,Inactive Investor,Luis Gonzalez,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10932196,Inactive Investor,Carl Rylander,,Paulson Investment Company LLC Walnut Creek CA 1255 Treat Blvd,,,Salesforce
11150525,Inactive Investor,Christopher Korinek,,"Concourse Financial Group Securities, Inc. Victoria TX 5606 N Navarro St",christopher.korinek@concoursefinancial.com,,Salesforce
11147634,Inactive Investor,Renee Vanassche,,"Raymond James & Associates, Inc. Troy MI 1152 E Long Lake Rd",renee.vanassche@raymondjames.com,,Salesforce
11013407,Inactive Investor,Briona Barbee,,NYLIFE Securities LLC Fort Worth TX 777 Main St,,,Salesforce
11100656,Inactive Investor,Brian Petersen,Financial Advisor,LPL Financial LLC Oshkosh WI 2391 Enterprise Dr,brian.petersen@lpl.com,,Salesforce
9544890,,Li Zhu,,,lzhu@financialguide.com,,List import
11204241,Inactive Investor,Cameron Gonzales,Financial Services Representative,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10509922,,Carly Long,Executive Director - ETF Client Coverage for the Americas,MSCI,carly.long@msci.com,,List Import
11129937,Inactive Investor,Patrick Nord,Account Executive;Founder;Managing Member;Managing Principal;Regulatory Contact,"Treetop Wealth Management, LLC",rnord@treetopwm.com,,Salesforce
211788,,joe folsom,Assistant,fox,folsomnews@gmail.com,,Content
11055851,Inactive Investor,Irene Haas,Investment Advisor,"Osaic Wealth, Inc. Katy TX 800 Avenue C",,,Salesforce
11039129,Inactive Investor,Angela Anderson,,Goldman Sachs Custody Solutions Colorado Springs CO 5475 Mark Dabling Blvd,,,Salesforce
10787365,Inactive Investor,Jon Henderson,Owner,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",jhenderson@financialguide.com,,Salesforce
11050346,Inactive Investor,Marcus Henderson,Financial Advisor,Marquis Wealth Management Group,marcush@marquiswealthgroup.com,,Salesforce
10970039,Inactive Investor,Craig Morris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9647296,,Geoffrey Elkind,,,geoffrey.elkind@gmail.com,,List import
226345,,Raymond -,,New England Financial,rcongelosi@sbcglobal.net,860-655-7292,Initial Salesforce Import
11003850,Inactive Investor,Joseph Casillo,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",joseph.casillo@prudential.com,,Salesforce
10606436,,Kathryn Lopresti,"Client Relationship Manager, Director, Investment Consultant",UBS Asset Management (Americas) Inc.,kathryn.bundy@ubs.com,212-821-3000,List Import
9599391,,Suvarna Kutty,Chief Financial Officer And Chief Compliance Officer,"Nokomis Capital, L.l.c.",skutty@nokomiscapital.com,,List import
11107324,Inactive Investor,Tylar Bauer,,J.P. Morgan Securities LLC Sequim WA 680 W Washington St,tylar.bauer@jpmorgan.com,,Salesforce
9569724,,Jin Park,,,jin@scimllc.com,,List import
10765367,Inactive Investor,Scott Miller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Albany NY 4 Atrium Dr",scott.2.miller@ampf.com,,Salesforce
10786726,Inactive Investor,Patrice Altongy,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9547859,,Christopher Levia,,,cqlevia@hotmail.com,,List import
10755306,Inactive Investor,Jonathan Graeser,,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",jon.graeser@nm.com,,Salesforce
231648,, -,,[[Unknown]],defitalks@gmail.com,,
10895182,Inactive Investor,David Ferrell,Financial Advisor,LPL Financial LLC Red Bank NJ 10 Broad St,david.ferrell@lpl.com,,Salesforce
10840005,Inactive Investor,Andrew Schenker,Financial Advisor,LPL Financial LLC Roanoke VA 2965 Colonnade Dr,andrew.t.schenker@lpl.com,,Salesforce
10657067,,Pamela Kendall Rijos,,,pamela.kendallrijos@gs.com,,List Import
10964659,Inactive Investor,Tyler Keohan,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11168036,Inactive Investor,Daniel Murphy,,"Stifel Independent Advisors, LLC Joliet IL 2801 Black Rd",murphyd@stifelindependence.com,,Salesforce
11069502,Inactive Investor,Karen Conrad,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",karen.conrad@ml.com,,Salesforce
11105164,Inactive Investor,Margaret Broome,Client Service Associate,"Raymond James & Associates, Inc. Tampa FL 1646 W Snow Ave",margaret.passanante@raymondjames.com,,Salesforce
10799449,Inactive Investor,Pajtsheng Vang,National Sales Director,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,pajtsheng.vang@primerica.com,,Salesforce
10657216,,Julie Jastremski,,,jjastremski@calamos.com,,List Import
10866994,Inactive Investor,Timothy Hatton,Partner;Wealth Manager,Creative Planning,timothy.hatton@creativeplanning.com,,Salesforce
10908709,Inactive Investor,Jordan Toma,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",jordan.toma@prudential.com,,Salesforce
189812,,prakash thombre,,EUCMI,psthombre@aol.com,4198366300,Organic Search
11058761,Inactive Investor,David Cefaloni,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,david.cefaloni@fidelity.com,,Salesforce
182791,,Ming Siong Tan,,[Unknown],tanmingsiong@gmail.com,,Paid Social
10939238,Inactive Investor,Germaine Gillespie,,State Farm VP Management Corp. Merrillville IN 7103 Broadway,,,Salesforce
225662,, -,,[[Unknown]],anb@anbstationery.com,,Initial Salesforce Import
11142660,Inactive Investor,Jonathan Bright,,"Equitable Advisors, LLC Greenville SC 141 Traction St",jonathan.bright@equitable.com,,Salesforce
11182002,Inactive Investor,Erika Dendtler,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,,,Salesforce
9608287,,Richard Johnson,,,rjohnson@eastgatemanor.us,,List import
11146230,Inactive Investor,Eric Pappas,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
9587087,,James Roedding,,,jamesroedding@gmail.com,,List import
11023971,Inactive Investor,Travis Ehrhart,,State Farm VP Management Corp. Layton UT 2363 N Hill Fld Rd,,,Salesforce
10793800,Inactive Investor,Todd Richardson,,Cetera Investment Services LLC Bloomington IN 965 S College Mall Rd,,,Salesforce
11157553,Inactive Investor,Suzzanne Cross,,"Fifth Third Securities, Inc. Owosso MI 123 N Washington St",suzzanne.cross@53.com,,Salesforce
10919171,Inactive Investor,Gewargis Betjoseph,Financial Advisor,Edward Jones Santa Paula CA 129 N 10th St,george.betjoseph@edwardjones.com,,Salesforce
11196990,Inactive Investor,Jonathan Sliney,Financial Advisor,Lincoln Investment Bethlehem PA 1 E Broad St,jsliney@lincolninvestment.com,,Salesforce
11197077,Inactive Investor,Isaac Williams,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
9570486,,John Lee,,,jlee@pinnacle-lp.com,,List import
10969459,Inactive Investor,Jillian Culver,,LPL Financial LLC Milwaukee WI 511 N Broadway,jillian.culver@lpl.com,,Salesforce
11076804,Inactive Investor,Brandon Bieser,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,brandon.bieser@edwardjones.com,,Salesforce
9579728,,Faisal Alqahtani,,,invest@fmq.cc,,List import
11028875,Inactive Investor,Dana Alvin,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,dalvin.8nabw@primerica.com,,Salesforce
11103469,Inactive Investor,Louis Rieger,Chief Compliance Officer,"Greenwich Investment Management, Inc.",lgr@greenwichinvestmentmgt.com,,Salesforce
10843353,Inactive Investor,James Miller,Program Manager,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
9608651,,sese jo,,,neoma.jo@gmail.com,,List import
10932036,Inactive Investor,Edward Lin,,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",edward.lin@tfaconnect.com,,Salesforce
11128411,Inactive Investor,Robert Mueller,,"Parkland Securities, LLC Florence KY 6900 Houston Rd",bmueller@parklandrep.com,,Salesforce
10906271,Inactive Investor,Micol Peterson,,Cetera Investment Services LLC Saint Petersburg FL 8250 Dr Martin Luther King Jr St N,,,Salesforce
10489868,,Arrin Crain,,"Trajan Wealth, L.L.C. Frisco TX 5285 Dallas Pkwy",amcrain101@gmail.com,,List Import
10761594,Inactive Investor,Michelle Bada,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",michelle_bada@ml.com,,Salesforce
9610830,,JONATHAN ELIAS,,,bee1020@aol.com,,List import
9622006,,Stephen O?Malley,,,somalleychi@gmail.com,,List import
11055353,Inactive Investor,Mark Smith,,State Farm VP Management Corp. Carrollton KY 1206 Highland Ave,,,Salesforce
10849941,Inactive Investor,Tommy Potts,,"Farmers Financial Solutions, LLC Lubbock TX 13041 Quaker Ave",tpotts@farmersagent.com,,Salesforce
237931,,Emmanuel Owusu,,[[Unknown]],emmwus911@gmail.com,,
10962809,Inactive Investor,Christian Pineda,Financial Advisor,Edward Jones Canon City CO 719 Royal Gorge Blvd,christian.pineda@edwardjones.com,,Salesforce
11044049,Inactive Investor,Eric Becker,Chief Investment Officer;Partner;Portfolio Manager;Secretary,Clean Yield Asset Management,eric@cleanyield.com,,Salesforce
10877877,Inactive Investor,Garrett Pengelly,,Evercore Group L.L.C.,,,Salesforce
10925656,Inactive Investor,Chad Wilkinson,,Commonwealth Financial Network Parish NY Private Residence,cwilkinson@commonwealth.com,,Salesforce
11105973,Inactive Investor,Hayden Gresham,,"Steward Partners Investment Solutions, LLC Monroe NC 107 N Main St",hayden.gresham@stewardpartners.com,,Salesforce
10786321,Inactive Investor,Kevin Foley,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,kevin.foley@fidelity.com,,Salesforce
9621493,,YAZAN ABUDAWOOD,,,yazanabukaram111@gmail.com,,List import
10884459,Inactive Investor,Alexis Guilbeau,Senior Client Service Associate,"Raymond James & Associates, Inc.",alexis.guilbeau@raymondjames.com,,Salesforce
11192444,Inactive Investor,Joseph Sheffieck,Agency Manager;Registered Principal,"W&S Brokerage Services, Inc. Troy MI 5700 Crooks Rd",joe.sheffieck@wslife.com,,Salesforce
11152934,Inactive Investor,Kenneth Burden,,"Ameriprise Financial Services, LLC Hattiesburg MS 11 Woodstone Plz",kenneth.burden@ampf.com,,Salesforce
9559663,,daa lii,,,wemovoh565@eilnews.com,,List import
371557,,Anthony Di Nardo,,[Unknown],palehorse1618@gmail.com,,Salesforce
10487535,,Alan Vorwald,"Executive Director, Private Wealth Advisor",Morgan Stanley,alan.vorwald@morganstanley.com,,List Import
10784832,Inactive Investor,Sharon Haynes,,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,sharon.haynes@us.hsbc.com,,Salesforce
11100702,Inactive Investor,Anna Legrande,,"Raymond James Financial Services, Inc. Virginia Beach VA 2101 Parks Ave",anna.legrande@raymondjames.com,,Salesforce
11072843,Inactive Investor,Benjamin Fair,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,,,Salesforce
10786348,Inactive Investor,Daniel Mittlesteadt,,Stonex Securities Inc. Columbus OH 937 High St,,,Salesforce
10989221,Inactive Investor,Christian Lopez,Associate,Edward Jones Sun City AZ 15418 N 99th Ave,,,Salesforce
10885075,Inactive Investor,Phoebe Thomas,,J.P. Morgan Securities LLC New City NY 316 S Main St,phoebe.x.thomas@chase.com,,Salesforce
11024431,Inactive Investor,Tamara Ciesinski,,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",tamara.weeks@wellsfargoadvisors.com,,Salesforce
9625320,,Bryan Markley,,,tofuroo@aol.com,,List import
11076702,Inactive Investor,Stephen Reich,,"Independent Advisor Alliance, LLC Duluth MN 830 Grandview Ave",,,Salesforce
9549077,,Jeanette Johnson,,,jeanette.johnson@securitiesamerica.com,,List import
10596823,,miochael hall,,,mhall@rockco.com,,Web Form Fillout
10918547,Inactive Investor,Garth Hentges,Financial Advisor,Edward Jones Houston TX 13129 W Lake Houston Pkwy,garth.hentges@edwardjones.com,,Salesforce
10990438,Inactive Investor,Jennifer Victoria,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,jvictoria@primerica.com,,Salesforce
11095055,Inactive Investor,Adam Laibson,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Director - Operations;Founder,Mainsail Financial Group,adam@mainsailfg.com,,Salesforce
11114696,Inactive Investor,Scott Krueger,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",scott.j.krueger@wellsfargoadvisors.com,,Salesforce
10880952,Inactive Investor,Leo Gotleib,,LPL Financial LLC Delray Beach FL 954 Bolender Dr,leo.gotleib@lpl.com,,Salesforce
10777564,Inactive Investor,Janet Gaglione,Senior Registered Associate,Morgan Stanley Shrewsbury NJ 1030 Broad St,janet.gaglione@morganstanley.com,,Salesforce
11105185,Inactive Investor,Max Mckee,Financial Advisor,"Raymond James & Associates, Inc.",max.mckee@raymondjames.com,,Salesforce
10995130,Inactive Investor,Nicholas Mendiola,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9638561,,Francesco Cannella,,,francesco.cannella@intesasanpaolo.com,,List import
10967216,Inactive Investor,Mary Matl,Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,mary.matl@jpmorgan.com,,Salesforce
9567040,,Stan Harrison,,,stan@financialcrusaders.com.au,,List import
10972606,Inactive Investor,Michael Maxwell,,"Haverford Trust Securities, Inc.",,,Salesforce
6300625,,amir abroudi,,,parmis9983@gmail.com,989151708678,Web form fillout
10487566,,Andrell Adams,Financial Planning Director,Morgan Stanley,sean.adams@morganstanley.com,,List Import
10804211,Inactive Investor,Kenneth Katcher,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Lawrence Township NJ 1200 Lenox Dr",ken.katcher@ampf.com,,Salesforce
10991220,Inactive Investor,Scott Aschoff,,"Woodmen Financial Services, Inc.",saschoff@woodmen.org,,Salesforce
10877695,Inactive Investor,Michael Pierre,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",michael.e.pierre@ml.com,,Salesforce
1694634,,Giancarlo Correa Landivar,,[Unknown],giancarlouk@gmail.com,,
10881065,Inactive Investor,Julio Dolorico,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",julio.dolorico@schwab.com,,Salesforce
10966604,Inactive Investor,Michael Bornstein,Wealth Management Advisor,"Signature Resources Capital Management, LLC El Segundo CA 426 Main St",mbornstein@srcmadvisors.com,,Salesforce
11014106,Inactive Investor,Daniel Arbogast,Investment Advisor;Tax Accountant,"Arbogast Financial Advisors, LLC",daniel@arbogastfinancial.com,,Salesforce
9644497,,gabiño zambranito,,,gezambranog3@gmail.com,,List import
204739,,Matt Alexandre,,[Unknown],matt@socialmediator.net,,Paid Social
10890250,Inactive Investor,Jeffrey Smith,Chief Compliance Officer;Chief Executive Officer;Founder,"Compass Financial, LLC",,,Salesforce
10604256,,Sean Romero,IAR,"Intervest International, Inc.",sean.romero@intervestintl.com,719-592-9299,List Import
11206914,Inactive Investor,Adam Weber,,LPL Financial LLC Austin TX 5920 W William Cannon Dr,adam.weber@lpl.com,,Salesforce
10860609,Inactive Investor,Alec Feller,Financial Advisor,Edward Jones Iowa City IA 1509 Mall Dr,alec.feller@edwardjones.com,,Salesforce
10844830,Inactive Investor,John Barker,Chief Compliance Officer;Owner;President,Elgethun Capital Management,jbarker@elgethuncapital.com,,Salesforce
9576536,,simone giovannelli,,,simone.giovannelli@gmail.com,,List import
11132942,Inactive Investor,Charles Aoki,,LPL Financial LLC Ogden UT 4723 Harrison Blvd,charles.aoki@lpl.com,,Salesforce
9591534,,Richard Goers,,,richardgoers@managedleverage.com,,List import
11020071,Inactive Investor,Susan Jalbert,,"First Citizens Investor Services, Inc. Batesburg SC 129 N Pine St",susan.jalbert@firstcitizens.com,,Salesforce
9544653,,Pamela Smith,,,ibselftru@gmail.com,,List import
10881362,Inactive Investor,Patrick Ross,,J.P. Morgan Securities LLC New Canaan CT 122 Main St,patrick.e.ross@chase.com,,Salesforce
9547012,,Christian de Jesus Peralta Gonzalez,,,chrisjpg@hotmail.com,,List import
11231364,Inactive Investor,Allison Mcguffin,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
10807168,Inactive Investor,Jason Kroll,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.kroll@fidelity.com,,Salesforce
11151721,Inactive Investor,Scott Contreras,,J.P. Morgan Securities LLC Torrance CA 2121 Torrance Blvd,scott.contreras@jpmorgan.com,,Salesforce
11034789,Inactive Investor,Kristine Pennington,Investment Advisor Representative,LPL Financial LLC Charlotte NC 8037 Corporate Center Dr,kristine.pennington@lpl.com,,Salesforce
11137850,Inactive Investor,Ryan Pederson,Financial Advisor,Edward Jones Waconia MN 641 Marketplace Dr,ryan.pederson@edwardjones.com,,Salesforce
11141820,Inactive Investor,Barrett Benton,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",barrett.benton@wellsfargoadvisors.com,,Salesforce
11207087,Inactive Investor,Claire Moscrop,Financial Advisor,LPL Financial LLC Warren RI 91 Main St,kelly.deering@lpl.com,,Salesforce
10964311,Inactive Investor,Matthew Wallace,Executive Vice President,Dean Financial Services,matthew@chdean.com,,Salesforce
11238532,Inactive Investor,Matthew Beckerleg,,Pembroke Management Ltd.,mbeckerleg@pml.ca,,Salesforce
11046476,Inactive Investor,Michael Woll,,LPL Financial LLC Worthington MN 201 9th St,,,Salesforce
9542018,,Jon Uhl,,,jonathu@gmail.com,,List import
10613634,,Christine Muneyyirci Finocchio,"Financial Advisor, First Vice President - Wealth Management, Senior Vice President, Vice President - Wealth Management",,christine.finocchio@ubs.com,,List Import
345088,,Jeremy Sorenson,Managing Member,"Aspen Private Advisors, Llc",jeremy@aspenpa.com,605-951-9620,Manual List Upload
10978768,Inactive Investor,Hanh Tran,,J.P. Morgan Securities LLC Garland TX 3445 W Buckingham Rd,hanh.tran@jpmorgan.com,,Salesforce
155043,,Gökay Özçeltik,,GÃ¶kay Ã–zÃ§eltik,gokayozceltik@hotmail.com,,Paid Social
11097791,Inactive Investor,Robert Feinman,,Aegis Capital Corp.,,,Salesforce
10821994,Inactive Investor,Howard Borris,Chief Executive Officer;President,Borris Nii & Company,,,Salesforce
10929640,Inactive Investor,Yongkap Yeem,,"Farmers Financial Solutions, LLC San Diego CA 8947 Complex Dr",yyeem@farmersagent.com,,Salesforce
10781689,Inactive Investor,Ryan Gamache,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,ryan.gamache@fidelity.com,,Salesforce
233137,, -,,[[Unknown]],nmdante825@gmail.com,,
197159,,JIMMY STRINGER,,[Unknown],djmc1701@gmail.com,,source
11001814,Inactive Investor,Lawrence Baylosis,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",lawrence.baylosis@tfaconnect.com,,Salesforce
11174147,Inactive Investor,Diane Gabianelli,Chief Financial Officer;Principal,"Parallel Advisors, LLC",diane@paralleladvisors.com,,Salesforce
10933633,Inactive Investor,Judy Huang,,"Equity Services, Inc. Walnut CA 680 Brea Canyon Rd",jhuang@nationallife.com,,Salesforce
11061218,Inactive Investor,Michael Nolan,Financial Advisor,Edward Jones Annapolis MD 2661 Riva Rd,mike.nolan@edwardjones.com,,Salesforce
10797700,Inactive Investor,Diane Morgan,Branch Manager;Complex Manager,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",diane.morgan@raymondjames.com,,Salesforce
11106417,Inactive Investor,Jennifer Vanadia,Financial Advisor,"Citizens Securities, Inc. Chagrin Falls OH 8378 Washington St",jennifer.thomas@ccoinvest.com,,Salesforce
11043497,Inactive Investor,Holly Rampertab,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",holly.rampertab@ml.com,,Salesforce
11023796,Inactive Investor,David Lewis,,LPL Financial LLC Daphne AL 2210 Main St,,,Salesforce
10487951,,Debra Fournerat,,Avantax Advisory Services,deb@debcpa-financial.com,,List Import
11161511,Inactive Investor,Ryan Sutherland,Financial Advisor;Financial Producer,Thrivent Investment Management Inc. Pismo Beach CA 320 James Way,ryan.sutherland@thrivent.com,,Salesforce
11082251,Inactive Investor,Tajuan Mills,,"Truist Investment Services, Inc. Orlando FL 333 S Garland Ave",tmills@truist.com,,Salesforce
10913709,Inactive Investor,Alvin Boyd,Financial Advisor,Edward Jones North Aurora IL 933 Oak St,cie.boyd@edwardjones.com,,Salesforce
10494387,,Vernon Bell,"Chief Compliance Officer, Portfolio Manager, President",American Elite Advisory,vbell@texaseliteadvisory.com,,List Import
6963785,,Adriaan Brits,,,sales@sitetrail.com,,Web form fillout
10643890,,Matt Morneault,,,mjm971@yahoo.com,,List Import
11149220,Inactive Investor,Michael Wright,,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",micky.wright@nm.com,,Salesforce
11013376,Inactive Investor,Charles Cain,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",,,Salesforce
11228616,Inactive Investor,Brandon Jones,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Palm Beach Gardens FL 5220 Donald Ross Rd,brandon.jones@jpmorgan.com,,Salesforce
9563937,,Taylor N.,,,t.nicholas@ymail.com,,List import
9584650,,Mohammed safarelahi,,,m.mohammed.safarelahi4499@gmail.com,,List import
11045076,Inactive Investor,Kevin Sanger,,Cetera Advisor Networks LLC Mankato MN 124 E Walnut St,,,Salesforce
11146468,Inactive Investor,Debra Pedersen,Senior Registered Associate,Morgan Stanley Leawood KS 11161 Overbrook Rd,debra.l.pedersen@morganstanley.com,,Salesforce
9641347,,Robert Tarr,,,qrobtarr@gmail.com,,List import
11116084,Inactive Investor,Gary Nelund,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11054148,Inactive Investor,Daniel Matlock,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,danny.matlock@fmr.com,,Salesforce
10915589,Inactive Investor,Jacob Cooper,Financial Advisor,Edward Jones Alexandria LA 1020 Macarthur Dr,jake.cooper@edwardjones.com,,Salesforce
10961559,Inactive Investor,Robert Liu,Client Service Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,,,Salesforce
9606631,,Arul Selvaraj,,,todrarul@gmail.com,,List import
10994206,Inactive Investor,Ryan Langella,Financial Advisor;Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",ryan.langella@equitable.com,,Salesforce
10889840,Inactive Investor,Collin Marcus,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",cmarcus@saybruspartners.com,,Salesforce
11052847,Inactive Investor,Kristie Deas,,"Wells Fargo Clearing Services, LLC Florence SC 408 S Irby St",kristie.mcelveen@wellsfargoadvisors.com,,Salesforce
229685,, -,,[[Unknown]],absiebert@aol.com,,Content
10819317,Inactive Investor,Abigail Sutterman,Client Service Associate;Financial Advisor,Morgan Stanley Austin TX 8701 Bee Caves Rd,abby.sutterman@morganstanley.com,,Salesforce
9579862,,James Varaklis,,,james.varaklis@ibexwealth.com,,List import
10967859,Inactive Investor,Sasha Mcginn,,Edward Jones Wenatchee WA 111 S Mission St,,,Salesforce
10820176,Inactive Investor,Sandra Buhr,Administrator;Manager,"Hook Financial Services, LLC",,,Salesforce
11202835,Inactive Investor,Todd Homer,Wealth Advisor,Financial Advocates Investment Management Yakima WA 1450 N 16th Ave,thomer@financialadvocates.com,,Salesforce
11235156,Inactive Investor,Rebecca Bar-Shain,Partner;Senior Financial Advisor,Cedar Brook Group,rbarshain@cedarbrookfinancial.com,,Salesforce
9618029,,Joseph Pretlow,,,jpretlow@activeownersfund.com,,List import
10890229,Inactive Investor,Olivia Wyndham,Financial Advisor,Edward Jones Linton IN 136 13th St NW,olivia.kendallwyndham@edwardjones.com,,Salesforce
10785783,Inactive Investor,Karen Handy,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",karen_handy@ml.com,,Salesforce
10934831,Inactive Investor,James Adams,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11236949,Inactive Investor,Nicholas Scott,Investment Analyst,"Castleview Partners, LLC",nscott@castleviewpartners.com,,Salesforce
10911055,Inactive Investor,Ana Artiaga Peck,,"Wells Fargo Clearing Services, LLC Hollywood FL 6015 Washington St",ana.m.artiagapeck@wellsfargo.com,,Salesforce
10958011,Inactive Investor,Craig Tocci,Financial Professional,PNC Investments Pittsburgh PA 249 5th Ave,craig.tocci@pnc.com,,Salesforce
10853610,Inactive Investor,Nicole Coxsey,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",nicole.coxsey@bofa.com,,Salesforce
10979410,Inactive Investor,Jared Lind,,Fidelity Brokerage Services LLC,,,Salesforce
370429,,Alex Nguyen,,United States,alexmnguyen@hotmail.com,,Google Ad
10897206,Inactive Investor,Robert Draper,Chief Compliance Officer;Partner;Portfolio Manager,"Marietta Investment Partners, LLC",rdraper@mariettallc.com,,Salesforce
222668,,Ying Baron,,[Unknown],julie@yingpingzhu.com,,source
10777867,Inactive Investor,Mark Giordano,Assistant Vice President;Director - Business Strategy,Morgan Stanley New York NY 399 Park Ave,mark.giordano@morganstanley.com,,Salesforce
373446,,Agile Art,,[Unknown],agile.art5640@fastmail.com,,source
11095835,Inactive Investor,Marco Figueroa,Financial Advisor,"Amicus Financial Advisors, LLC Lehi UT 2975 W Executive Pkwy",figueroa@amicusadvisors.com,,Salesforce
9591696,,liam hind,,,liam@crdnlmedia.com,,List import
10942385,Inactive Investor,Trevin Bolding,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11169959,Inactive Investor,Lisa Nagel,Director - Investments,J.P. Morgan Securities LLC Bradenton FL 11030 State Road 64-E,lisa.c.nagel@jpmorgan.com,,Salesforce
11094665,Inactive Investor,Matthew Holmes,Senior Representative,PFS Investments Inc. Milan OH 31 Park St,mholmes@primerica.com,,Salesforce
10889391,Inactive Investor,Steven Roeth,Director - Wealth Management,"Redhawk Wealth Advisors, Inc. Las Vegas NV 9640 W Tropicana Ave",sroeth@redhawkwa.com,,Salesforce
11057586,Inactive Investor,Chance Butler,Chief Executive Officer;Chief Investment Officer;Founder;Owner,Pacific Landfall,,,Salesforce
11059523,Inactive Investor,Cary Smith,Financial Advisor,Edward Jones Greenfield IN 108 W Muskegon Dr,cary.smith@edwardjones.com,,Salesforce
11046679,Inactive Investor,Vincent Marone,Financial Advisor,PNC Investments Mount Laurel NJ 6 Centerton Rd,vincent.marone@pnc.com,,Salesforce
9577530,,Daniel Kimbrough,,,erick@legacywealth.com,,List import
10866295,Inactive Investor,John Surace,,"Avantax Investment Services, Inc. Hauppauge NY 1300 Veterans Hwy",,,Salesforce
11209081,Inactive Investor,Sally Witt,,"BFC Planning, Inc. League City TX Private Residence",,,Salesforce
10846574,Inactive Investor,Jason Rotter,Financial Advisor,Edward Jones Glen Ellyn IL 45 S Park Blvd,jason.rotter@edwardjones.com,,Salesforce
11233412,Inactive Investor,Parker Hoch,Financial Planner,"Osaic FA, Inc. Red Bank NJ 125 Half Mile Rd",parker.hoch2@lfg.com,,Salesforce
10898605,Inactive Investor,Jordan Matola,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 5747 Perimeter Dr",jordan.matola@wellsfargoadvisors.com,,Salesforce
1003349,Inactive Investor,Anthony Emtman,,Ikigai,anthony@ikigai.fund,,3rd Party Lead Gen
10866562,Inactive Investor,Justin Bowersock,Chief Compliance Officer;Founder;Principal,Rockhill Advisors LLC,justin@rockhill-advisors.com,,Salesforce
10938855,Inactive Investor,Kenneth Peavy,,Stonex Securities Inc. Montgomery AL 11020 Chantilly Pkwy,ken.peavy@saswealth.com,,Salesforce
9634387,,Lars Nørgaard,,,mail@larsnorgaard.dk,,List import
11182617,Inactive Investor,Cornelius McAuliffe,,"DAI Securities, LLC Westlake Village CA 2660 Townsgate Rd",,,Salesforce
11107774,Inactive Investor,Mark Anderson,Chief Executive Officer;Founder,"Pacific Sage Partners, LLC",,,Salesforce
9546574,,Hans BIN,,,s18031@yahoo.com,,List import
9578648,,Michael Garofalo,,,mgarofalo@lifemark.com,,List import
11236334,Inactive Investor,Tyler Smith,Financial Advisor,"Forum Financial Management, LP Denver CO 2000 S Colorado Blvd",tsmith@forumfinancial.com,,Salesforce
10962457,Inactive Investor,Sheyna Anderson,,LPL Financial LLC Pittsburgh PA 11 Stanwix St,sheyna.anderson@lpl.com,,Salesforce
10486968,,Joel Berg,,Robert W. Baird & Co. Incorporated,joelberg2000@yahoo.com,,List Import
11123890,Inactive Investor,William Kablack,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",,,Salesforce
10791186,Inactive Investor,Christian Mcvey,Director - Business Development;Principal,F L Putnam Investment Management Co. Wellesley Hills MA 20 William St,cmcvey@flputnam.com,,Salesforce
10789400,Inactive Investor,Jeffrey Hite,Financial Advisor,Edward Jones Mansfield OH 356 E Main St,jeff.hite@edwardjones.com,,Salesforce
11011401,Inactive Investor,Terri Frazer,,State Farm VP Management Corp.,terri.frazer.nmo6@statefarm.com,,Salesforce
11042252,Inactive Investor,Pamela Shannon,,"Raymond James & Associates, Inc. Athens AL 109 W Washington St",pamela.shannon@raymondjames.com,,Salesforce
10827248,Inactive Investor,Sarah Mezey,,Goldman Sachs & Co. Detroit MI 101 Woodward Ave,,,Salesforce
9571407,,Ramana Mula,,,ramana888@gmail.com,,List import
11116811,Inactive Investor,Lisa Samuels,,"International Assets Advisory, LLC Delray Beach FL Private Residence",lsamuels@iaac.com,,Salesforce
10616708,,James Radler,,,james_radler@ml.com,,List Import
9646590,,Matt Blagden,,,mattblagden@hotmail.co.uk,,List import
11100690,Inactive Investor,Kristen Diamond,,"Raymond James Financial Services, Inc. Maryville TN 837 W Lamar Alexander Pkwy",kristen.diamond@raymondjames.com,,Salesforce
10837025,Inactive Investor,Stacey Rothman,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",stacey.rothman@wellsfargoadvisors.com,,Salesforce
10659195,,Phillip Simoncelli,,,phillip.simoncelli@countryfinancial.com,,List Import
9619037,,Tara Champy,,,tjchampy@gmail.com,,List import
11095743,Inactive Investor,Mark Kamann,President,Common Wealth Management LLC,,,Salesforce
9619557,,Gloria Fu,,,zbcapitalella@gmail.com,,List import
9638973,,Louis Rose,,,lrose@gciu.org,,List import
10909626,Inactive Investor,Codie Laporte,,Cetera Investment Services LLC Baton Rouge LA 400 Convention St,codie.laporte@ceterais.com,,Salesforce
11200596,Inactive Investor,David Christensen,Family Wealth Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,dave.christensen@morganstanley.com,,Salesforce
10761457,Inactive Investor,Albert Kim,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",albert.d.kim@ml.com,,Salesforce
10807658,Inactive Investor,Richard Ranone,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Cranston RI Private Residence,rranone@janney.com,,Salesforce
11149416,Inactive Investor,Craig Brand,,"Calton & Associates, Inc. Detroit Lakes MN 881 Hwy 10 E",cbrand@calton.com,,Salesforce
10828888,Inactive Investor,Henry Persia,,"Raymond James Financial Services, Inc. Greensboro NC 5574B Garden Village Way",hank.persia@raymondjames.com,,Salesforce
10956791,Inactive Investor,Anthony Mogle,,"Next Financial Group, Inc. Jackson MI Private Residence",,,Salesforce
10887456,Inactive Investor,John Cottee,,Mutual of America Securities LLC Atlanta GA 5 Concourse Pkwy,john.cottee@mutualofamerica.com,,Salesforce
10891067,Inactive Investor,Kevin Bukvic,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,kevin.bukvic@fidelity.com,,Salesforce
11140299,Inactive Investor,Benjamin Ponchak,,Fidelity Brokerage Services LLC,,,Salesforce
9601487,,Kevin Chu,,,kevinchurph@gmail.com,,List import
11019038,Inactive Investor,Gideon Watson,,J.P. Morgan Securities LLC La Canada Flintridge CA 749 Foothill Blvd,gideon.watson@jpmorgan.com,,Salesforce
10780396,Inactive Investor,James Kelley,,"Osaic FS, Inc. Kerens TX 1101 NW 2nd St",,,Salesforce
10809790,Inactive Investor,Christopher Roth,,"Equity Services, Inc. New York NY 675 3rd Ave",roth_christopher@nlvmail.com,,Salesforce
9555100,,James Blosser,,,jblosser@securitiesamerica.com,,
10863960,Inactive Investor,Michelle Lang-Payne,,GWN Securities Inc. Palos Verdes Peninsula CA 777 Silver Spur Rd,mlangpayne@gwnsecurities.com,,Salesforce
9644083,,Lao Lok,,,laosilok@gmail.com,,List import
11196996,Inactive Investor,Stephen Frederick,Financial Advisor;Office Branch Manager,"Moors & Cabot, Inc. Alexandria VA 1800 Diagonal Rd",sfrederick@moorscabot.com,,Salesforce
11165387,Inactive Investor,Rudy Molina,,PFS Investments Inc. Tempe AZ 2245 W University Dr,rmolina.7knnp@primerica.com,,Salesforce
9557062,,Tyranne Mitchell,,,princetwhy24@gmail.com,,List import
11209530,Inactive Investor,George Faulstich,,Jefferies LLC,gfaulstich@jefferies.com,,Salesforce
10844499,Inactive Investor,Winfred Walker,,State Farm VP Management Corp. Chicago IL 412 E 103rd St,,,Salesforce
10488186,,Christopher Wilcox,"Financial Advisor, Vice President",Morgan Stanley,ty.wilcox@morganstanley.com,,List Import
11151527,Inactive Investor,Krista Czarnec,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,krista.czarnec@fmr.com,,Salesforce
11098535,Inactive Investor,Nathaniel Sizer,,J.P. Morgan Securities LLC Grand Prairie TX 3061 W Camp Wisdom Rd,nathaniel.w.sizer@jpmorgan.com,,Salesforce
11171293,Inactive Investor,Melissa Robinson,Private Client Advisor,J.P. Morgan Securities LLC Sparks NV 255 Sparks Blvd,melissa.l.robinson@jpmorgan.com,,Salesforce
9571532,,Richard -,,,richard.wright@wedbush.com,,List import
9597128,,Adam Elesie,,,adamelesie@gmail.com,,List import
11137380,Inactive Investor,Lawrence Amenta,Investment Advisor,Commonwealth Financial Network Erie PA 1312 Peninsula Dr,lamenta@commonwealth.com,,Salesforce
11075488,Inactive Investor,David Abate,Wealth Advisor,"Strategic Wealth Partners, Ltd.",,,Salesforce
10791250,Inactive Investor,Richard Waggener,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Palm Beach Gardens FL 3835 Pga Blvd",waggenerr@stifel.com,,Salesforce
10831374,Inactive Investor,Ruben Fowlkes,,"Hantz Financial Services, Inc. Southfield MI 24901 Northwestern Hwy",ruben.fowlkes@hantzgroup.com,,Salesforce
11219229,,Gregory Patton,,,gregory.patton@lpl.com,,Other
11147631,Inactive Investor,Thorne Robalin,Investment Management Consultant;Senior Vice President,"Raymond James & Associates, Inc. San Antonio TX 1846 N Loop 1604 W",thorne.robalin@raymondjames.com,,Salesforce
10681853,,Mohammad Sharbek,,,msharbek@hotmail.com,,Web Form Fillout
11128605,Inactive Investor,Chad Swanson,Financial Advisor,Edward Jones Goodyear AZ 1616 N Litchfield Rd,chad.swanson@edwardjones.com,,Salesforce
11109898,Inactive Investor,Alice Escareno-Ogas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",alice.escareno-ogas@ml.com,,Salesforce
10787861,Inactive Investor,Francis Settanni,,NYLIFE Securities LLC Wilmington VT 1 School St,fsettani1@ft.newyorklife.com,,Salesforce
11141438,Inactive Investor,Ian Arave,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ian.arave@fmr.com,,Salesforce
10856272,Inactive Investor,Peter Dellagrotte,Member;President,"Wealth Management Advisers, LLC",peter@wmadvisersllc.com,,Salesforce
10819116,Inactive Investor,David Saviage,Regional Practice Director,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,david.saviage@thrivent.com,,Salesforce
236565,, -,,[[Unknown]],massuraj@netscape.net,,
11118178,Inactive Investor,Daryl Havrish,,NYLIFE Securities LLC Chicago IL 500 W Madison St,dhavrish@ft.newyorklife.com,,Salesforce
9576802,,Scott Battle,,,sbattle@securitiesamerica.com,,List import
340557,,Jon Kessler,Member Of The Board Of Managers,Healthequity Advisors,jkessler@healthequity.com,801-727-1000,Manual List Upload
3791182,,hussain uhysdfjvgasd,,,hussain@gmail.com,,Web Form Fillout
10904786,Inactive Investor,Richard Peterson,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,richard.peterson@primerica.com,,Salesforce
9640987,,Joseph Hendrix,,,diamhendrix@gmail.com,,List import
10933717,Inactive Investor,Caroline Pratt,Client Service Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,caroline.pratt@ubs.com,,Salesforce
11158438,Inactive Investor,Michael Nichols,,Mutual of America Securities LLC Saint Louis MO 7733 Forsyth Blvd,michael.nichols@mutualofamerica.com,,Salesforce
11142040,Inactive Investor,Mitchell Fiser,,Cetera Advisors LLC Lenexa KS 8760 Monrovia St,mitchell.fiser@ceteraadvisors.com,,Salesforce
11071822,Inactive Investor,Gregory Gann,Financial Advisor,LPL Financial LLC Pikesville MD 3 Church Ln,gregory.gann@lpl.com,,Salesforce
10750478,Inactive Investor,Pedro Lebron Perez,,PFS Investments Inc. Mayaguez 101 Mendez Vigo W,,,Salesforce
10929939,Inactive Investor,Gustavo Jauregui,,"Farmers Financial Solutions, LLC Turlock CA 334 N Center St",gjauregui@farmersagent.com,,Salesforce
167489,,Je Boy,,[Unknown],sebastiaandevries1998@outlook.com,,Paid Social
10881873,Inactive Investor,Thomas Tindall,Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,brady.tindall@morganstanley.com,,Salesforce
11059194,Inactive Investor,Mitchell Wyzgowski,,"Cambridge Investment Research, Inc. North Street MI Private Residence",,,Salesforce
11182047,Inactive Investor,Tuan Phan,,LPL Financial LLC Denver CO 2000 S Colorado Blvd,tuan.phan@lpl.com,,Salesforce
10771884,Inactive Investor,Benjamin Cook,Financial Advisor,Edward Jones Jennings LA 802 N Main St,benjamin.cook@edwardjones.com,,Salesforce
10890342,Inactive Investor,Angela Payne,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,angela.payne@fidelity.com,,Salesforce
11041379,Inactive Investor,Justin Elsbury,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
10985661,Inactive Investor,Tiffany Villaluna,,PFS Investments Inc. Richardson TX 661 N Plano Rd,tvillaluna@primerica.com,,Salesforce
11147186,Inactive Investor,Edwin Erickson,Financial Professional,"MML Investors Services, LLC Seattle WA 701 5th Ave",erickson@financialguide.com,,Salesforce
11160349,Inactive Investor,Daniel Hogan,Director - Alternative Investments;Financial Advisor;Institutional Consultant;Vice President - Wealth Management,Morgan Stanley Columbus OH 4449 Easton Way,,,Salesforce
11012349,Inactive Investor,Michael Millam,,Cetera Advisor Networks LLC Jacksonville FL 13500 Sutton Park Dr S,millamm@ceteranetworks.com,,Salesforce
11004989,Inactive Investor,Tiondra Purnell,Financial Advisor,Edward Jones Palos Hills IL 8146 W 111th St,,,Salesforce
10971536,Inactive Investor,Alissa Hart,,"Calton & Associates, Inc. Baton Rouge LA 6700 Jefferson Hwy",ahart@calton.com,,Salesforce
9641348,,Rickey Smiley,,,rickeysmiley76@gmail.com,,List import
10823763,Inactive Investor,Clarence Moore,,PFS Investments Inc. South Holland IL 900 E 162nd St,clarence.moore@primerica.com,,Salesforce
10801894,Inactive Investor,John Trevor,Managing Director;Secretary,Parsons Capital Management Inc,jtrevor@parcap.com,,Salesforce
10945795,Inactive Investor,Zachary Friday,,Edward Jones Celina TX 102 N Louisiana Dr,,,Salesforce
334542,,John Lewicke,Senior Analyst,"Mdt Advisers, A Division Of Federated Mdta Llc",jlewicke@mdtadvisers.com,617-235-7100,Manual List Upload
9555981,,Alexandre Marzuoli,,,alexandremarzuoli@gmail.com,,List import
11062088,Inactive Investor,Patrick Lanini,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11124717,Inactive Investor,Patrick Dittmar,Financial Advisor,Thrivent Investment Management Inc.,patrick.dittmar@thrivent.com,,Salesforce
10811319,Inactive Investor,Mary Bevill,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,jodie.bevill@ubs.com,,Salesforce
33976,,Shawn Conway,Member,"Questa Capital Management, L.l.c.",shawn.conway@questacapital.com,(415) 477-7042,Manual List Upload
10836458,Inactive Investor,Julie Braun,Corporate Retirement Director;Financial Advisor;Financial Wellness Director,Morgan Stanley Colchester VT 105 W View Rd,julie.braun@morganstanley.com,,Salesforce
10966820,Inactive Investor,Eric Kruglak,Chief Compliance Officer;Managing Member,"Pendulum Asset Management, LLC",,,Salesforce
204281,,Rick nott,,[Unknown],rnott@lourdmurray.com,,source
10993644,Inactive Investor,Carl Haag,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd",,,Salesforce
10815050,Inactive Investor,Lindsay Koch,,"Bessemer Investor Services, Inc. Denver CO 3200 E Cherry Creek South Dr",,,Salesforce
10828475,Inactive Investor,Brent Enders,Director;President;Trustee,USA Financial Securities LLC,benders@usafinancial.net,,Salesforce
237211,, -,,[[Unknown]],ianspringsteel@gmail.com,,
10888080,Inactive Investor,Danielle Santerre,,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,dsanterre@janney.com,,Salesforce
11076382,Inactive Investor,John Healey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",jhealey@ml.com,,Salesforce
11156131,Inactive Investor,Joseph Schettler,Financial Advisor,Edward Jones Carlisle IA 50 School St,joseph.schettler@edwardjones.com,,Salesforce
10802416,Inactive Investor,Braxton Rhone,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,braxton.rhone@fidelity.com,,Salesforce
10827717,Inactive Investor,Bryon Botsford,Financial Advisor;Private Wealth Advisor;Senior Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,bryon.botsford@morganstanleypwm.com,,Salesforce
340406,,Nick Canderan,"Director, Business Development",Civc Partners,ncanderan@civc.com,312-873-7300,Manual List Upload
10955360,Inactive Investor,Lazetta Braxton,Chief Compliance Officer;Co-Chief Executive Officer;Financial Advisor;Owner,2050 Wealth Partners LLC,lazetta@2050wps.com,,Salesforce
11000824,Inactive Investor,Xiaoming Zhang,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",xiaoming.zhang@tfaconnect.com,,Salesforce
11141182,Inactive Investor,Patrick Kaiser,Investment Advisor Representative,"IAMS Wealth Management, LLC Orland Park IL 9501 W 144th Pl",p.kaiser@iamswm.com,,Salesforce
11179282,Inactive Investor,Robert Hoffer,,"VALIC Financial Advisors, Inc. Elkhart IN Private Residence",robert.hoffer@valic.com,,Salesforce
370940,,Justin McCollum,,Japan,jackenim75@gmail.com,,Salesforce
11188285,Inactive Investor,Rebecca Chandler,,"Woodmen Financial Services, Inc. Ball LA 4421 Monroe Hwy",rgbruscato@woodmen.org,,Salesforce
11020115,Inactive Investor,Jack Somer,,"Equity Services, Inc. New York NY 675 3rd Ave",jsomer@nationallife.com,,Salesforce
10944456,Inactive Investor,John Dibello,Managing Member;Portfolio Manager;Principal,"Chambers Capital, LLC",jdibello@chamberscapllc.com,,Salesforce
9631151,,Hessel De boer,,,hesseldeboer@hotmail.com,,List import
1789578,,Ranjan Ranjan,,,saikiaranjan12345@gmail.com,,
11193981,Inactive Investor,Lawrence Fann,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Scottsdale AZ 11120 E Mission Ln,lawrence.fann@ubs.com,,Salesforce
10975498,Inactive Investor,Justin Renteria,,"CNR Securities, LLC Beverly Hills CA 400 N Roxbury Dr",justin.renteria@cnr.com,,Salesforce
11000068,Inactive Investor,Bruce Williams,,"U.S. Bancorp Investments, Inc. Oshkosh WI 111 N Main St",bruce.williams3@usbank.com,,Salesforce
49396,,John Ohman,"Rop, crop","Dmk Advisor Group, Inc.",john.ohman@sakohn.com,303-966-5680,Manual List Upload
10819274,Inactive Investor,Louis Lofranco,Financial Advisor,Edward Jones Wellington FL 12020 Southshore Blvd,lou.lofranco@edwardjones.com,,Salesforce
8717606,,Judith Hazelett,,,jdhazelett@yahoo.com,,
9540965,,Rika Sukenik,,,rika@skalelabs.com,,List Import
10921125,Inactive Investor,Dennis Bost,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
10869745,Inactive Investor,Lisa Coon,,"HighTower Securities, LLC",lcoon@hightoweradvisors.com,,Salesforce
10948107,Inactive Investor,Dalton Cloyd,Financial Planning Specialist,"Ameriprise Financial Services, LLC Springfield MO 1525 E Republic Rd",dalton.cloyd@ampf.com,,Salesforce
10987128,Inactive Investor,Ronald Harris,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,rjharris@primerica.com,,Salesforce
9589926,,Inaki Apezteguia,,,apezteguia.i@gmail.com,,List import
11057408,Inactive Investor,Jawn Skrabacz,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jawn.skrabacz@tiaa.org,,Salesforce
10868498,Inactive Investor,Martin Lowenthal,Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,martin_lowenthal@glic.com,,Salesforce
10818580,Inactive Investor,Michael Zhu,Wealth Management Account Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10616266,,Thomas Harris,,,thomas.harris@lpl.com,,List Import
11046557,Inactive Investor,Gregory Wendt,Senior Wealth Advisor,"Perigon Wealth Management, LLC Santa Monica CA 3110 Main St",,,Salesforce
9576255,,Robert Cowan,,,cowanb@myavantax.com,,List import
11120407,Inactive Investor,Edson Moreno,,J.P. Morgan Securities LLC Little Falls NJ 989 Mcbride Ave,edson.moreno@jpmorgan.com,,Salesforce
10923632,Inactive Investor,Stacy Pearl,Investment Advisor;Vice President,"Bailard, Inc.",spearl@bailard.com,,Salesforce
10822380,Inactive Investor,Deborah York,,PFS Investments Inc. Blue Springs MO 1200 NW South Outer Rd,dyork@primerica.com,,Salesforce
10805256,Inactive Investor,Christopher Mongeon,,Thrivent Investment Management Inc. Minneapolis MN 7760 France Ave S,cmongeon@pksinvest.com,,Salesforce
201013,,Cory Kendall,,TPFG,coryjkendall@gmail.com,402-617-1388,Organic Search
10941477,Inactive Investor,Robert Schutzius,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",robert.schutzius@ml.com,,Salesforce
11213510,Inactive Investor,Nicholas Bautista,Financial Advisor;Principal,Clearview Wealth Management Irvine CA 19712 Macarthur Blvd,nick@clearviewfpg.com,,Salesforce
11230433,Inactive Investor,Peng Chen,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,pchen09@ft.newyorklife.com,,Salesforce
11163586,Inactive Investor,Arnold Totter,Financial Representative,PFS Investments Inc. Greensburg PA 101 N Main St,arnold.totter@primerica.com,,Salesforce
10603148,,Sanghee Choi,,,lchoi818@hotmail.com,,Web Form Fillout
11073020,Inactive Investor,Karina Gevorgyan,,J.P. Morgan Securities LLC Los Angeles CA 1600 N Vermont Ave,karina.gevorgyan@jpmorgan.com,,Salesforce
9585988,,Robert May,,,r.may@fi.com,,List import
10862041,Inactive Investor,Dustin Myers,Financial Advisor,Edward Jones Albuquerque NM 10211 Montgomery Blvd NE,dustin.myers@edwardjones.com,,Salesforce
11080755,Inactive Investor,Rosario Vargas,Financial Advisor,J.P. Morgan Securities LLC Hodgkins IL 9340 Joliet Rd,rosario.vargas@ml.com,,Salesforce
371192,,Wayne Varra,President,Varra Financial Associates,wayne@varrafinancial.com,(303) 926-5569,product
11009354,Inactive Investor,Mark Hansen,Financial Professional,"Osaic Wealth, Inc. San Jose CA 1550 The Alameda",,,Salesforce
11084959,Inactive Investor,James Markley,Financial Consultant,Stephens Dallas TX 200 300 Crescent Ct,,,Salesforce
11183503,Inactive Investor,Alan Nicolette,Owner;President,Nicolette Financial Advisors LLC,alan@nicolettefinancial.com,,Salesforce
92025,,Jason Jupiterwala,Financial Consultant,"Thrivent Advisor Network, LLC",jason.jupiterwala@thrivent.com,972-521-0011,
10839923,Inactive Investor,Micah Shilanski,Co-Chief Executive Officer;Director;Owner;Regulatory Contact,"Shilanski & Associates, Inc.",micah@shilanski.com,,Salesforce
11189767,Inactive Investor,John Schneider,,Evercore Group L.L.C. Chicago IL 1 N Wacker Dr,,,Salesforce
10791601,Inactive Investor,Joshua Schenker,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Columbus OH 400 W Wilson Bridge Rd",joshua.schenker@equitable.com,,Salesforce
11210393,Inactive Investor,Matthew Dowdy,Financial Advisor,Edward Jones Everett WA 15 SW Everett Mall Way,matt.dowdy@edwardjones.com,,Salesforce
11005117,Inactive Investor,Simone Beckford,,Santander Securities LLC Neptune NJ 1600 State Rte 33,simone.beckford@santander.us,,Salesforce
10618712,,John Christopher,,,jachristophe@ft.newyorklife.com,,List Import
9541578,,Ravi Thakur,,,ravi.thakur@northill.com,,List import
10489586,,Bruce Simpsen,,Fisher Investments,boocourrege@aol.com,,List Import
11075027,Inactive Investor,William Sparks,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",william_sparks@ml.com,,Salesforce
10785432,Inactive Investor,Kerri Boss,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",kerri_webster@ml.com,,Salesforce
10944170,Inactive Investor,Gary Nadolsky,,Cetera Advisor Networks LLC Brookfield WI 250 N Patrick Blvd,nadolskyg@ceteranetworks.com,,Salesforce
9641574,,Michael Pedota,,,collectorbonanza@yahoo.com,,List import
207295,,William Martin,Chairman,"Raging Capital Management, LLC",bill@ragingcapital.com,1-609-357-1870,Initial Salesforce Import
11062877,Inactive Investor,Raymond Mockmore,Financial Planner,"Thoroughbred Financial Services, LLC",lmockmore@thoroughbredfinancial.com,,Salesforce
11034851,Inactive Investor,Cheryl Millard,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 1020 Marsh St",cheryl_millard@ml.com,,Salesforce
11181593,Inactive Investor,Lucas Wienk,,"Osaic Wealth, Inc. Sioux Falls SD 6810 S Lyncrest Ave",,,Salesforce
9551938,,Angelo Rene Coelho,,,angelorene1107@gmail.com,,List import
9584793,,Neysha Zayas,,,neyshaz@hotmail.com,,List import
11128061,Inactive Investor,Joan Confoy,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,joan.confoy@lpl.com,,Salesforce
10835533,Inactive Investor,Jill Gordon,Senior Client Service Associate,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",jill.gordon@raymondjames.com,,Salesforce
10947845,Inactive Investor,Laura Meyers,Financial Advisor;Financial Planner;Tax Associate,Storehouse Financial LLC,lauram@storehousefinancial.com,,Salesforce
11189400,Inactive Investor,Musa Jallow,Assistant Vice President - Wealth Management,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11039555,Inactive Investor,Luciano Moschetta,,"Wells Fargo Clearing Services, LLC",luciano.moschetta@wellsfargoadvisors.com,,Salesforce
10916386,Inactive Investor,Jodi Schwartz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11003991,Inactive Investor,Benjamin Simons,,Vanguard Marketing Corporation,benjamin_simons@vanguard.com,,Salesforce
10835460,Inactive Investor,Simeon Kerr,,Cetera Financial Specialists LLC Skokie IL 8340 Lincoln Ave,simeon.kerr@ceterafs.com,,Salesforce
11135297,Inactive Investor,Catherina Pareto,Chief Compliance Officer;Founder;President,Azzendo Wealth Advisors,info@cathypareto.com,,Salesforce
11222496,,Laura Pricer,,,lpricer@firstrepublic.com,,List Import
10760414,Inactive Investor,Daniel Campbell,Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Fort Collins CO 375 E Horsetooth Rd",daniel.campbell@wellsfargoadvisors.com,,Salesforce
9615197,,yaseen deen,,,yaseendeen0@gmail.com,,List import
11201696,Inactive Investor,Andres Lebron,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9587088,,Braden Howell,,,brhowell@ft.newyorklife.com,,List import
10921051,Inactive Investor,Elizabeth Williams,,"Cambridge Investment Research, Inc. Papillion NE Private Residence",,,Salesforce
9626158,,KRISTOPHER WOOD,,,gowood1609@yahoo.com,,List import
11210760,Inactive Investor,Mark Branson,Investment Advisor;Partner;Vice President,"Cornerstone Capital, Inc.",,,Salesforce
247943,,Tim Schauer,,"DOCSA CAPITAL MANAGEMENT, INC.",teamdcmi@docsacapital.com,,
10933930,Inactive Investor,Bryant Ransom,,"Raymond James & Associates, Inc.",,,Salesforce
10890755,Inactive Investor,Nicholas Decker,,Fidelity Brokerage Services LLC,,,Salesforce
10818622,Inactive Investor,Youle Wang,Investment Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,youle.wang@jpmorgan.com,,Salesforce
10770490,Inactive Investor,Jeffrey Sheresky,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",jeffrey.sheresky@rbc.com,,Salesforce
10804847,Inactive Investor,Jimmy McDaniel,,Cetera Investment Services LLC Lufkin TX 221 S 2nd St,jimmy.mcdaniel@ceterais.com,,Salesforce
9636979,,Nathan Holt,,,nholt@krilogy.com,,List import
234755,, -,,[[Unknown]],jacob.rinaldi@gmail.com,,
10884734,Inactive Investor,Robert Habig,Senior Financial Consultant,"Ellis Investment Partners, LLC Lancaster PA 2938 Columbia Ave",bob.habig@ellisinvestmentpartners.com,,Salesforce
10921272,Inactive Investor,Marcos Rosenberg,,Goldman Sachs & Co. Richardson TX 1011 Galatyn Pkwy,,,Salesforce
11180699,Inactive Investor,Kevin Karpay,Financial Advisor,Robert W. Baird & Co. Incorporated Tampa FL 201 N Franklin St,kkarpay@rwbaird.com,,Salesforce
11121273,Inactive Investor,Amy Edwards,Financial Professional,LPL Financial LLC Johnson City TN 100 Med Tech Pkwy,amy.w.edwards@lpl.com,,Salesforce
11051241,Inactive Investor,Huai Lin,Private Client Advisor,J.P. Morgan Securities LLC Flushing NY 3901 Main St,huai.lin@jpmorgan.com,,Salesforce
10489269,,George Centeno,"Manager, Regional Director","Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",george_centeno@vanguard.com,,List Import
11257489,Inactive Investor,Scott Zachary,,"Castleview Partners, LLC",,214-710-1995,Salesforce
11037858,Inactive Investor,Katherine Ycoy,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
11179249,Inactive Investor,Lisa Gomez,Financial Planning Associate;Portfolio Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,lisa.gomez@morganstanley.com,,Salesforce
9602250,,Donna Briggs,,,donna@honkamp.com,,List import
11046633,Inactive Investor,Santo Montalbano,,"J.W. Cole Financial, Inc.",santo.montalbano@jw-cole.com,,Salesforce
10938382,Inactive Investor,Ashton Campbell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10856870,Inactive Investor,Jamie Zinkhan,,"Avantax Investment Services, Inc. Sarasota FL 6260 Lake Osprey Dr",,,Salesforce
11115293,Inactive Investor,Christina Arvidson,Business Development Specialist;Client Service Associate,UBS Financial Services Inc. Salt Lake City UT 95 S State St,christina.arvidson@ubs.com,,Salesforce
11147817,Inactive Investor,Michael Kovar,Regional Vice President,PFS Investments Inc. Houston TX 16350 Park 10 Pl,michael.kovar@primerica.com,,Salesforce
11034049,Inactive Investor,Joshua Rodriguez,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11061854,Inactive Investor,Amanda Stagg,,"Allstate Financial Services, LLC Kansas City MO 5608 NE Antioch Rd",amandastagg@allstate.com,,Salesforce
11033353,Inactive Investor,Carl Ritchlin,Financial Advisor,LPL Financial LLC Duncanville TX 791 W Wheatland Rd,carl.ritchlin@lpl.com,,Salesforce
10934028,Inactive Investor,Sergio De La Torre,Managing Director,Spotlight Asset Group Roswell GA Private Residence,,,Salesforce
9548312,,Ron Freund,,,ron@socialequity.com,,List import
342113,,Michael Stohler,Chief Investment Officer,University of Wisconsin Foundation,michael.stohler@supportuw.org,,
11102130,Inactive Investor,Lorenzo Ramos,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,lorenzo.ramos@primerica.com,,Salesforce
156437,,Rickie Bernard,,[Unknown],gms_rick@icloud.com,,source
10797015,Inactive Investor,Paul Tolley,Chief Compliance Officer;Managing Principal,Commonwealth Financial Network,ptolley@commonwealth.com,,Salesforce
10858734,Inactive Investor,Sean Condon,,NYLIFE Securities LLC Danvers MA Private Residence,swcondon@ft.newyorklife.com,,Salesforce
11216847,,Labkhand Dadyar,,,labkhand.dadyar@lpl.com,,List Import
10936243,Inactive Investor,Ronald Harrison,President,Planb Tax & Wealth Advisors LLC Dallas TX 13155 Noel Rd,,,Salesforce
10805672,Inactive Investor,Alexander Fox,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10978281,Inactive Investor,Robert Shuman,,"Allstate Financial Services, LLC Excelsior MN 21350 Hwy 7",,,Salesforce
11261115,Inactive Investor,Carrie Leinbach,Associate Advisor;Special Projects Coordinator,Hemington Wealth Management,carrie.leinbach@hemingtonwm.com,,Salesforce
10765932,Inactive Investor,Glen Mikolajczak,Private Client Advisor,J.P. Morgan Securities LLC Mount Prospect IL 111 E Busse Ave,glen.g.mikolajczak@jpmorgan.com,,Salesforce
11004546,Inactive Investor,Parker Janke,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,parker_janke@vanguard.com,,Salesforce
10766752,Inactive Investor,Blake Rusk,Financial Advisor;Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",blake.rusk@rbc.com,,Salesforce
11198251,Inactive Investor,Suzanne Martin,Financial Advisor;Principal,"Ameriprise Financial Services, LLC Toledo OH 6011 Renaissance Pl",suzanne.e.martin@ampf.com,,Salesforce
11172666,Inactive Investor,James Adams,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",,,Salesforce
164095,,fatih hekimoglu,,[Unknown],fhekimoglu@me.com,,Direct
9582831,,Aakash Patel,,,aakash@bluewolfcapital.com,,List import
11116605,Inactive Investor,Kevin Kleinfelter,Financial Advisor,"Pruco Securities, LLC. Lebanon PA Private Residence",,,Salesforce
11178563,Inactive Investor,Juliana Gingerich,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Colorado Springs CO 90 S Cascade Ave",juliana.gingerich@ml.com,,Salesforce
11099944,Inactive Investor,Nicholas Warner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11090421,Inactive Investor,Neil Krishnaswamy,Chief Compliance Officer;Owner,Krishna Wealth Planning,neil@krishnawealth.com,,Salesforce
11242406,Inactive Investor,Sam Hopps,,Interchange Capital Partners,sam.hopps@interchangecp.com,412-307-4230,Salesforce
10918701,Inactive Investor,Stephen Cotner,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,stephen.cotner@primerica.com,,Salesforce
10990275,Inactive Investor,Kyle Kuykendall,,Thrivent Investment Management Inc. New Baltimore MI 55951 Gratiot Ave,kyle.kuykendall@thrivent.com,,Salesforce
11220957,,Jacqueline Denton,,,jacqueline.denton@ubs.com,,List Import
10977486,Inactive Investor,Robert Groh,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",robert.groh@equitable.com,,Salesforce
9464106,,[Unknown],,,jaafawan20@gmail.com,,Web Form Fillout
10806522,Inactive Investor,William Hawkins,Registered Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10892993,Inactive Investor,Joana Gesualdi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",joana.gesualdi@ml.com,,Salesforce
10955419,Inactive Investor,Claire Burton,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,claire.burton@jpmorgan.com,,Salesforce
11210016,Inactive Investor,Nathaniel Haberlein,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nathaniel_haberlein@vanguard.com,,Salesforce
342382,,Christophe Palumbo,"Head Of Business Development Belgium, Luxembourg",Aberdeen Asset Managers Limited,christophe.palumbo@aberdeenstandard.com,441-224-631999,Manual List Upload
9610711,,Deanna Logan,,,logandeanna96@gmail.com,,List import
10828189,Inactive Investor,Joel Berntson,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Bellevue WA 500 108th Ave NE,,,Salesforce
186130,,Frank Morgan,,[Unknown],ftmorgan3@gmail.com,,source
11148836,Inactive Investor,Robert Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",bob.wilson@ampf.com,,Salesforce
11234215,Inactive Investor,Connor Page,,"Fortune Financial Services, Inc. Bossier City LA 4803 Benton Rd",cpage@fortunefinancialservices.com,,Salesforce
10988724,Inactive Investor,Timothy Surber,,State Farm VP Management Corp. Yakima WA 2961 Stonewood Ct,,,Salesforce
11047336,Inactive Investor,Karey Edwards,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",kedwards@sequoia-financial.com,,Salesforce
10960348,Inactive Investor,Andrea Lenoir,,PFS Investments Inc. Suisun City CA 700 Main St,,,Salesforce
11050307,Inactive Investor,William Summitt,Managing Member,"Golconda Capital Management, LLC",wsummitt@golcondacap.com,,Salesforce
10981377,Inactive Investor,Adam Furr,,"OneAmerica Securities, Inc. Garden City KS 309 1/2 N Main St",,,Salesforce
10762865,Inactive Investor,Brian Rossano,Equity Plan Consultant;Managing Director;Retirement Benefits Consultant;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",brian_rossano@ml.com,,Salesforce
11133984,Inactive Investor,Cardell McCollum,,"Equitable Advisors, LLC Chicago IL 8021 S Phillips Ave",cardell.mccollum@equitable.com,,Salesforce
11149686,Inactive Investor,Calvin Hodgin,Financial Advisor,Edward Jones Pfafftown NC 4670 Yadkinville Rd,cb.hodgin@edwardjones.com,,Salesforce
10885367,Inactive Investor,David Marshall,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
340045,,Curtis Abramson,Partner,Moss Adams Wealth Advisors Llc,curtis.abramson@mossadams.com,206-302-6500,Manual List Upload
10770779,Inactive Investor,Gabriel Bustamante,Chief Compliance Officer;Managing Member;President,Bayshore Wealth Advisors,gmb@bayshoreadvisors.com,,Salesforce
10968164,Inactive Investor,Edward Banks,,"Osaic Wealth, Inc. Stratford CT 2268 Main St",,,Salesforce
11171399,Inactive Investor,Sara Guido,,Vanguard Marketing Corporation,sara_guido@vanguard.com,,Salesforce
10875744,Inactive Investor,Joseph Caira,Financial Advisor,"MML Investors Services, LLC Norco CA 1791 3rd St",jcaira@financialguide.com,,Salesforce
11194147,Inactive Investor,Michael McNicholas,,State Farm VP Management Corp. Springfield IL 4341 Conestoga Dr,michaelmcnicholassr@statefarm.com,,Salesforce
10876128,Inactive Investor,Dylan Myers,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10928580,Inactive Investor,Vanessa Adams,,PFS Investments Inc. Tempe AZ 2245 W University Dr,vanessa.adams@primerica.com,,Salesforce
9637710,,Balkir Zihnali,,,bz@chalkstreamcapital.com,,List import
10913635,Inactive Investor,Austin Hussey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
231744,,Joe Ross -,,Joe Ross [[Unknown]],joe@pdq.io,,
225945,,Hugo -,,[[Unknown]],hugo.bonenfant@vmd.desjardins.com,,Initial Salesforce Import
9589154,,Patrick Hale,,,phale@trpcweb.com,,List import
9543648,,Danielle Niderost,,,dmniderost@ft.newyorklife.com,,List import
10843172,Inactive Investor,Robert Wilder,,"Raymond James Financial Services, Inc. Atlanta GA 53 Perimeter Ctr E",bob.wilder@raymondjames.com,,Salesforce
11024564,Inactive Investor,James Copeland,,PFS Investments Inc. Lehi UT 3300 N Triumph Blvd,,,Salesforce
11086477,Inactive Investor,Joshua Romo,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,,,Salesforce
11229672,Inactive Investor,Jason Monroe,,"Northwestern Mutual Investment Services, LLC Walnut Creek CA 2121 N California Blvd",jason.monroe@nm.com,,Salesforce
10755135,Inactive Investor,Marcus Provost,Financial Advisor,Edward Jones Danville IL 3821 N Vermilion St,marcus.provost@edwardjones.com,,Salesforce
11122023,Inactive Investor,James Werner,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Chattanooga TN 412 Georgia Ave",,,Salesforce
11104421,Inactive Investor,Pete Hernandez,Financial Consultant,"Charles Schwab & Co., Inc. Boerne TX Private Residence",,,Salesforce
11219327,,James Gryglewicz,,,james.gryglewicz@fmr.com,,Other
347680,,Glen Martin,"Secretary, financial Planner",Horizons Wealth Management,glenmartin@horizonswealth.com,828-337-9395,Manual List Upload
10759302,Inactive Investor,Sharon Jacquet,,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,sharon.l.jacquet@jpmorgan.com,,Salesforce
11177526,Inactive Investor,Daniel Messing,Member;Officer;Secretary;Vice President,"Pugh Wealth Management, LLC Knoxville TN 315 N Cedar Bluff Rd",,,Salesforce
11183136,Inactive Investor,Omar Alkhateeb,,"Allstate Financial Services, LLC Montgomery OH Private Residence",al.silkinsurance@allstate.com,,Salesforce
10968951,Inactive Investor,Melissa Cornwall,,PFS Investments Inc. Hackettstown NJ 1500 County Road 517,melissa.cornwall@primerica.com,,Salesforce
11140594,Inactive Investor,Emily Brown,Senior Wealth Strategy Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,emily.brown@ubs.com,,Salesforce
336217,,Elisheva Yuan,"Chief Operating Officer, Member","Magnitude Capital, Llc",elisheva.yuan@magnitudecapital.com,212-915-3900,Manual List Upload
10836533,Inactive Investor,Anthony Wrobel,Member;Tax Partner,"WebsterRogers Financial Advisors, LLC",twrobel@websterrogers.com,,Salesforce
10813048,Inactive Investor,Joe Miller,Chief Executive Officer;Managing Director,"Independent Financial Group, LLC Carlsbad CA 8085 Paseo Arrayan",,,Salesforce
10847422,Inactive Investor,Nicholas Heckman,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,nicholas.heckman@fidelity.com,,Salesforce
10909754,Inactive Investor,Elizabeth Connelly,Partner;Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC",elizabeth.connelly@vwa-llc.com,,Salesforce
11092123,Inactive Investor,Phillip Trueblood,Chief Compliance Officer;Managing Partner,"Trueblood Wealth Management, LLC",phillipg@truebloodwealth.com,,Salesforce
9634920,,Evan Wildstein,,,ewildstein@kohlberg.com,,List import
10943986,Inactive Investor,Judith Nicchetta,,CIBC World Markets Corp. Chicago IL 181 W Madison St,,,Salesforce
155343,,scott hebestreit,,[Unknown],hebdeb@triad.rr.com,,Paid Social
11168598,Inactive Investor,Derek McCool,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,derek.j.mccool@jpmorgan.com,,Salesforce
11118926,Inactive Investor,Evan Harris,Wealth Advisor,LPL Financial LLC Kalispell MT 104 Westview Park Pl,evan.harris@lpl.com,,Salesforce
11015299,Inactive Investor,Nickolas Thiros,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
9589603,,James Merkel,,,jmerkel@rockbridgecapital.com,,List import
11136887,Inactive Investor,Isabel Gonzalez-Sequeira,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",isabel.gonzalez-sequeira@empower.com,,Salesforce
10838982,Inactive Investor,Corona Hoch,,"FBL Marketing Services, LLC Medicine Lodge KS 112 N Main St",corona.hoch@fbfs.com,,Salesforce
10953190,Inactive Investor,David Eddy,,NYLIFE Securities LLC Frisco TX Private Residence,deddy01@ft.newyorklife.com,,Salesforce
11113806,Inactive Investor,David Laroque,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",david.laroque@valic.com,,Salesforce
10773199,Inactive Investor,Jens Pascucci,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",jens.pascucci@ml.com,,Salesforce
10790872,Inactive Investor,Majid Farboudmanesh,,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",mfarboud@financialguide.com,,Salesforce
10787249,Inactive Investor,Gavin Tarquinio,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,gavin.tarquinio@fidelity.com,,Salesforce
237400,, -,,[[Unknown]],sean@thetalentmagnet.com,,
9466660,,Bayless Ydel,,Bayless Ydel,bydel@broadwayinvestments.com,,List Import
11079898,Inactive Investor,Maria Skaif,,J.P. Morgan Securities LLC Colorado Springs CO 1274 Interquest Pkwy,,,Salesforce
10839451,Inactive Investor,Taylor Holley,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",taylor.holley@ml.com,,Salesforce
10863807,Inactive Investor,John Love,,"Farmers Financial Solutions, LLC Las Vegas NV 9081 W Sahara Ave",jlove@farmersagent.com,,Salesforce
373712,,Charles Kim,,[Unknown],charleskim0826@gmail.com,,source
10966466,Inactive Investor,Fisher Norris,Investment Advisor,"Osaic Wealth, Inc. Hattiesburg MS 3000 Hwy 589",,,Salesforce
11022849,Inactive Investor,Sunny Thapa,,J.P. Morgan Securities LLC Keller TX 4420 Golden Triangle Blvd,sunny.thapa@jpmorgan.com,,Salesforce
10695960,,Edgar Penela,,BOREAL CAPITAL SECURITIES LLC,edgar.penela@borealcm.com,,List Import
236905,, -,,[[Unknown]],adam_arrington@outlook.com,,
337446,,Matt Hoffman,Business Development,"Chatham Investment Advisors, Llc",mhoffman@chathamfinancial.com,610-925-3120,Manual List Upload
11235015,Inactive Investor,Orton Chen,Chief Investment Officer;Executive Director;Portfolio Manager,Sterling Capital Management LLC,ochen@sterlingcapital.com,,Salesforce
10907637,Inactive Investor,Michael Moore,,"American Fidelity Securities, Inc.",mike.moore@af-group.com,,Salesforce
11154356,Inactive Investor,Brett Deuth,Financial Advisor,"Osaic Wealth, Inc. Overland Park KS 7101 College Blvd",,,Salesforce
10897644,Inactive Investor,Shelby Pennycuff,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11016014,Inactive Investor,Lesia Laska,,"Prudential Annuities Distributors, Inc",lesia.laska@prudential.com,,Salesforce
11012962,Inactive Investor,Paul Forte,,"Osaic Wealth, Inc. San Jose CA 950 S Bascom Ave",,,Salesforce
9585105,,Sadruddin Panjwani,,,spanjwani@ft.newyorklife.com,,List import
9564380,,Jeff Regalario,,,jregalario@friedmanllp.com,,List import
10850039,Inactive Investor,Linda Cooper,Financial Advisor,LPL Financial LLC Somerset MA 100 Slades Ferry Ave,linda.cooper@lpl.com,,Salesforce
9575212,,John Vieira,,,jvieira@personalcfosolutions.com,,List import
10616978,,Frederic Rizzo,,,fredericrizzo@afpadvisor.com,,List Import
11055826,Inactive Investor,Christine Konvolinka,Financial Advisor,"Osaic Wealth, Inc. Indianapolis IN 4900 Buttonwood Cres",,,Salesforce
10920883,Inactive Investor,Rand Speas,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,rspeas@farmersagent.com,,Salesforce
11186781,Inactive Investor,Kendra Jarrell,,PFS Investments Inc. Willoughby OH 36625 Vine St,kendra.jarrell@primerica.com,,Salesforce
11051695,Inactive Investor,William Warner,Chief Compliance Officer;Managing Member,"Sentinel Asset Management, LLC",will@sam-ria.com,,Salesforce
11037264,Inactive Investor,Maria Cardenas,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,maria.cardenas@morganstanley.com,,Salesforce
9566057,,Richard Poganski,,,poganski.rick@principal.com,,List import
10816201,Inactive Investor,Sean Seese,Advisor;Senior Vice President,Rockefeller Financial LLC Conshohocken PA 100 Front St,sseese@rockco.com,,Salesforce
10966485,Inactive Investor,Parker Wichelmann,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",parker.wichelmann@equitable.com,,Salesforce
340686,,Douglas Hailey,Director,"Taglich Brothers, Inc.",hailey@taglichbrothers.com,631-757-1500,Manual List Upload
249261,,Frank Cheung,,Eden Health,fc65@cornell.edu,,Manual List Upload
10852296,Inactive Investor,Francesco Fevola,Authorized Officer;Client Associate;Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ff@ubs.com,,Salesforce
10657958,,Susan Tomilo,,,stomilo@sikich.com,,List Import
10852245,Inactive Investor,Cathryn Cato,Financial Advisor;Wealth Advisor,"Maryland Financial Group, Inc. Mount Pleasant SC 210 Wingo Way",ccato@legacywm.com,,Salesforce
9581126,,Jack Pierce,,,jmpierce1@comcast.net,,List import
3308568,,Eddy Alexandre,,Xpress Irrigation LLc,eddy.alexandre@gmail.com,5165146743,Web Form Fillout
11179715,Inactive Investor,Sarah Norman,,Edward Jones,,,Salesforce
11121559,Inactive Investor,Kelly Dossman,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
10943356,Inactive Investor,Loretta Heffron,Chief Compliance Officer;Consultant;Managing Member;Managing Partner,ENDURE Retirement LLC,,,Salesforce
219451,,David Rodarte,,[Unknown],drlnr@icloud.com,,
10659470,,Nicole Hutcheson,,,nicole.hutcheson@jpmorgan.com,,List Import
10831066,Inactive Investor,Peter Ferrante,Branch Manager;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Mentor OH 7322 Center St",peter.ferrante@benjaminfedwards.com,,Salesforce
6161044,,Rasa Saleh,,,salehrasa26@gmail.com,,Web Form Fillout
11012864,Inactive Investor,Andrew Millane,,CIBC World Markets Corp.,,,Salesforce
6738614,,Hao Mai,,,haomai@dragoncapital.com,,Web Form Fillout
11183775,Inactive Investor,Michael Knaub,,"Wells Fargo Advisors Financial Network, LLC Miami Beach FL 1688 Meridian Ave",michael.knaub@wfafinet.com,,Salesforce
11202166,Inactive Investor,Susan Whitcomb,Financial Advisor,"Ameriprise Financial Services, LLC Northport NY 842 Fort Salonga Rd",susan.l.whitcomb@ampf.com,,Salesforce
11119012,Inactive Investor,Molly Ambrosino,,"Raymond James Financial Services, Inc.",molly.ambrosino@raymondjames.com,,Salesforce
9647555,,EDWARD JAROSKI,PRESIDENT,CCF,edjaroski@gmail.com,713-882-1243,List import
11137009,Inactive Investor,Edward Powell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",edward_powell@ml.com,,Salesforce
10867916,Inactive Investor,Justin Brewton,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
10873581,Inactive Investor,Jonathan Shapiro,Co-Chief Investment Officer;Founder;Member;Principal;Vice President,"Kovitz Investment Group Partners, LLC",,,Salesforce
10845240,Inactive Investor,William Brockman,Financial Planner,"Hornor, Townsend & Kent, LLC University Park MD Private Residence",wbrockman@htk.com,,Salesforce
10752618,Inactive Investor,Jeffrey Hill,Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Boynton Beach FL 8794 Boynton Beach Blvd",jeff.hill@benjaminfedwards.com,,Salesforce
10816962,Inactive Investor,Rhonda Lawson,First Vice President;Senior Complex Risk Officer,Morgan Stanley Raleigh NC 3800 Glenwood Ave,rhonda.ferguson@morganstanley.com,,Salesforce
371334,,Allan Tulp,,self employed,ajtulp@gmail.com,201-788-7308,Salesforce
148598,,Giovanni Pes,,[Unknown],mail.giovanni.n.pes@gmail.com,,
9622582,,Rory Gardiner,,,rory.a.k.gardiner@gmail.com,,List import
11093597,Inactive Investor,Julie Anderson,Chief Compliance Officer;Wealth Advisor,Squire Wealth Advisors,juliea@squire.com,,Salesforce
11196698,Inactive Investor,Steven Cook,,"Investment Network, Inc.",scook@invnetinc.com,,Salesforce
11181659,Inactive Investor,Kelly Behunin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kelly.behunin@fidelity.com,,Salesforce
11001219,Inactive Investor,Beth Bohara,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",beth.bohara@nm.com,,Salesforce
11002288,Inactive Investor,Vincent Roubideaux,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,vroubideaux@primerica.com,,Salesforce
11077460,Inactive Investor,Brian Bishop,Financial Advisor,LPL Financial LLC Hudson OH 5697 Darrow Rd,brian.bishop@lpl.com,,Salesforce
11195728,Inactive Investor,Ryan Yarbrough,,"Ameriprise Financial Services, LLC Bossier City LA 2005 Benton Rd",ryan.yarbrough@ampf.com,,Salesforce
231382,, -,,[[Unknown]],james.birmingham@gmail.com,,
11057649,Inactive Investor,John Nabers,Financial Advisor,Edward Jones McKinney TX 1402 S Custer Rd,jp.nabers@edwardjones.com,,Salesforce
9625304,,Pablo Pera,,,pablo.sx@gmail.com,,List import
11096481,Inactive Investor,Kerry Schmitz,Financial Advisor,"Dougherty & Associates Financial Advisors, Inc.",kerry.schmitz@thedough.com,,Salesforce
10764443,Inactive Investor,Joseph Siragusa,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,joseph.siragusa@fidelity.com,,Salesforce
335571,,Daisuke Fujisaki,Member,"Indus Capital Partners, Llc",dfujisaki@induscap.com,212-909-2888,Manual List Upload
10855072,Inactive Investor,Crystal Epstein,Chief Compliance Officer;Risk Officer,"IFG Advisory, LLC",cepstein@intfingroup.com,,Salesforce
10768543,Inactive Investor,Timothy Sheerin,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",timothy.m.sheerin@wellsfargoadvisors.com,,Salesforce
9645166,,Trevor Lambert,,,ltrevor35277@gmail.com,,List import
9590204,,Kestutis Juonys,,,kestutis@magnusinvestments.eu,,List import
10806847,Inactive Investor,Albert Kruger,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC New York NY Private Residence",al.kruger@wfafinet.com,,Salesforce
10761566,Inactive Investor,Richard Udine,Director - Alternative Investments;Managing Director;Senior Portfolio Management Director,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,richard.udine@morganstanley.com,,Salesforce
10882140,Inactive Investor,Joshua Farahi,Chief Compliance Officer;Director;Managing Director,"Opes Capital Group, LLC",,,Salesforce
9630693,,Will Katz,,,wylkatz@gmail.com,,List import
11160497,Inactive Investor,Erin Misurelli,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,erin.misurelli.ud08@statefarm.com,,Salesforce
10812386,Inactive Investor,Diane Szymkowicz,,NYLIFE Securities LLC Broomfield CO 370 Interlocken Blvd,dszymkowicz@ft.newyorklife.com,,Salesforce
11203748,Inactive Investor,Carson Orr,,Goldman Sachs & Co.,,,Salesforce
11177148,Inactive Investor,Mark Keitel,,Cetera Investment Services LLC Tampa FL 4128 W Kennedy Blvd,,,Salesforce
11081803,Inactive Investor,Chi Lam,Senior Wealth Advisor,Citigroup Global Markets Inc. Long Island City NY 5 Court Sq,ivan.c.lam@citi.com,,Salesforce
11019199,Inactive Investor,Jessica Kapuniai,,"U.S. Bancorp Investments, Inc. Portland OR 15900 SW 116th Ave",jessica.kapuniai@usbank.com,,Salesforce
11034550,Inactive Investor,Elise Rand,,Commonwealth Financial Network Normal IL 1713 Fort Jesse Rd,erand@commonwealth.com,,Salesforce
10505954,,Trevor Schmitz,Wealth Advisor,CLA Wealth Advisors,trevor.schmitz@claconnect.com,(612) 359-7877,List import
11027244,Inactive Investor,Brian Antenucci,Director;Principal;Wealth Advisor,Bartlett & Co. Wealth Management LLC,bantenucci@bartlett1898.com,,Salesforce
10878649,Inactive Investor,Kumud Gandhi,,"Cambridge Investment Research, Inc. Garnite Valley PA Private Residence",kgandhi5@cambridgesecure.com,,Salesforce
10993009,Inactive Investor,Aanya Sharma,,"Wells Fargo Clearing Services, LLC Newark CA 34988 Newark Blvd",,,Salesforce
243684,,Michael Unger,"VP, Investment Officer",Coral Gables Trust,munger@cgtrust.com,13137706585,Manual List Upload
11087622,Inactive Investor,Angela Thompson,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",angela.thompson@nm.com,,Salesforce
9606281,,Kim Sunyoung,,,sunyoung.kim0103@gmail.com,,List import
9637768,,Bindu VemiReddy,,,bindu.n.reddy@gmail.com,,List import
11048825,Inactive Investor,Erik Rolle,Member;Portfolio Manager;Principal,"Granite Investment Partners, LLC",,,Salesforce
11146096,Inactive Investor,Daren Chamblee,Investment Advisor Representative,"First Advisors National, LLC Murfreesboro TN Private Residence",daren.chamblee@fanria.com,,Salesforce
337832,,Vishal Soni,Chief Risk Officer,"Holocene Advisors, Lp",vishal.soni@holoceneadvisors.com,646-779-6420,Manual List Upload
10790115,Inactive Investor,Daniel McLoughlin,,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",daniel.mcloughlin@wellsfargoadvisors.com,,Salesforce
11239178,Inactive Investor,Brady Gallagher,,Griffin Capital Company,bgallagher@griffincapital.com,,Salesforce
10889054,Inactive Investor,Roshani Pandey,Chief Compliance Officer;President,True Root Financial,,,Salesforce
11150756,Inactive Investor,Amber Coughenour,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11016783,Inactive Investor,Andrew Goldstein,Financial Advisor Associate;Financial Planning Specialist;Portfolio Manager,Morgan Stanley,andrew.b.goldstein@morganstanley.com,,Salesforce
11069276,Inactive Investor,Dennis Judge,,Cetera Financial Specialists LLC Gibbsboro NJ 146 S Lakeview Dr,dennis.judge@ceterafs.com,,Salesforce
1004338,Inactive Investor,Sammy Azzouz,,Sammy Azzouz,samazzouz@yahoo.com,,3rd Party Lead Gen
10926678,Inactive Investor,Tina Seasock,,LPL Financial LLC West Chester PA 15 Brintons Bridge Rd,tina.seasock@lpl.com,,Salesforce
21039,,David Isham,,[[Unknown]],alexisham@gmail.com,,Database Upload
11100762,Inactive Investor,Michael Southerly,,"Raymond James Financial Services, Inc. Wheeling WV 1144 Market St",,,Salesforce
9567157,,John Cervantes,,,john.cervantes@prosperafinancial.com,,List import
11133411,Inactive Investor,Laura Pomeroy,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,laura.pomeroy@fidelity.com,,Salesforce
11007407,Inactive Investor,Luke Foukas,Associate Financial Strategist,Fountainhead Advisors,luke@fountainhead-advisors.com,,Salesforce
11209877,Inactive Investor,John Albert,,"Securities Research, Inc. of Florida Richmond VA 1910 Byrd Ave",jalbert@securitiesresearch.com,,Salesforce
10937005,Inactive Investor,Dan Uhm,Financial Planner;General Manager;Wealth Manager,Seattle Wealth Management LLC,dan@seattlewm.com,,Salesforce
9586972,,Andre Martins,,,andrefgmartins.geo@gmail.com,,List import
10803355,Inactive Investor,Mark Sapienza,,"Raymond James Financial Services, Inc. Murrieta CA 25220 Hancock Ave",,,Salesforce
10840656,Inactive Investor,Thomas Steinert,Financial Advisor,Edward Jones Richland WA 1363 Columbia Park Trl,tom.steinert@edwardjones.com,,Salesforce
10885595,Inactive Investor,Deanna Sellers,,Cetera Advisor Networks LLC Jackson TN 28 Old Hickory Cv,,,Salesforce
11198114,Inactive Investor,Brandi Dickey,,"HighTower Securities, LLC Vienna VA 1919 Gallows Rd",bdickey@hightoweradvisors.com,,Salesforce
11024806,Inactive Investor,Melissa Martin,,PFS Investments Inc. Westminster CO 8671 Wolff Ct,,,Salesforce
11241562,,Raymond Key,,,scott92000@gmail.com,3036602255,Web Form Fillout
11121186,Inactive Investor,Robert Dimeo,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
11012326,Inactive Investor,Edmond Passaro,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,edmond.passaro@primerica.com,,Salesforce
9592563,,Olga Wonders,,,olgawonders19@gmail.com,,List import
9875986,,Ali zafar,,,binance159410@gmail.com,,Web form fillout
10776749,Inactive Investor,John Schloss,Associate Vice President - Investments,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",john.schloss@raymondjames.com,,Salesforce
10767313,Inactive Investor,Gary Soble,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,gary.soble@lpl.com,,Salesforce
11055645,Inactive Investor,Ian Ahrendsen,,"ValMark Securities, Inc. Colorado Springs CO 104 S Weber St",,,Salesforce
10783848,Inactive Investor,Sean Fetterman,Financial Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Boca Raton FL 1801 N Military Trl,sean.fetterman@morganstanley.com,,Salesforce
11065885,Inactive Investor,Lyni Nguyen,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",lyni.nguyen@tfaconnect.com,,Salesforce
11081879,Inactive Investor,Jarrod Hirschfeld,,"Raymond James Financial Services, Inc. Toledo OH 3400 Executive Pkwy",jhirschfeld@ameritas.com,,Salesforce
10837637,Inactive Investor,David Gray,Vice President,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",dave.gray@raymondjames.com,,Salesforce
11081159,Inactive Investor,Ted Dickinson,,"Osaic Wealth, Inc. South Hadley MA 7 Hadley St",tdickinson@royalallianceadvisors.com,,Salesforce
11002337,Inactive Investor,August Axtman,,Vanguard Marketing Corporation,august_axtman@vanguard.com,,Salesforce
9612266,,Jiayu Li,,,jli@bamfunds.com,,List import
10803124,Inactive Investor,Chad Hartman,,"Berthel, Fisher & Company Financial Services, Inc. Olathe KS Private Residence",,,Salesforce
11082308,Inactive Investor,Austin Asher,Chief Financial Officer;Investment Advisor,Widener & Asher Asset Management LLC,aasher@waamservices.com,,Salesforce
10907829,Inactive Investor,Amanda Robbins,Financial Consultant,"Osaic Institutions, Inc. Ellsworth ME 135 High St",amanda.robbins@osaicinstitutions.com,,Salesforce
10861980,Inactive Investor,James Collins,,State Farm VP Management Corp. Plano TX 3608 Preston Rd,,,Salesforce
10606163,,Kelli-Ann Lanino,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",kelli.lanino@raymondjames.com,631-727-6380,List Import
10887798,Inactive Investor,Stephen Dubarry,Chief Compliance Officer;President,"Stewardship Partners Investment Counsel, Inc. Olmstead KY Private Residence",sdubarry@stewardshippartners.com,,Salesforce
219396,,Calvin Yeh,,[Unknown],calvinyehtw231@gmail.com,,Direct
10883599,Inactive Investor,Jacob Sanford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.sanford@fmr.com,,Salesforce
10774308,Inactive Investor,Jimmey Sequin,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",jimmey.sequin@hantzgroup.com,,Salesforce
10903910,Inactive Investor,Anne Clayton,Investment Advisor Representative,LPL Financial LLC White Hall IL 101 3rd Ave N,anne.clayton@lpl.com,,Salesforce
10894833,Inactive Investor,Aaron Wolfe,Financial Advisor,Edward Jones Lynnwood WA 16108 Ash Way,aaron.wolfe@edwardjones.com,,Salesforce
11223884,,[Unknown],,,sallyj419@gmail.com,,List Import
10971359,Inactive Investor,Jasmine Reep-Norton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9636259,,Sridhar Ganeshan,,,sganeshan@hudsonhousing.com,,List import
9557646,,Dhananjay Shrikhande,,,dshrik@gmail.com,,List import
10969968,Inactive Investor,Christopher Castleman,,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,,,Salesforce
10819386,Inactive Investor,John Piper,Financial Advisor,"Ameriprise Financial Services, LLC Bakersfield CA 5001 California Ave",john.c.piper@ampf.com,,Salesforce
9560754,,James Guyler,,,blake@smith-salley.com,,List import
11184655,Inactive Investor,Susan Payton,Portfolio Associate;Senior Registered Associate,Morgan Stanley Jericho NY 2 Jericho Plz,susan.payton@morganstanley.com,,Salesforce
11066042,Inactive Investor,Michael Liao,,"Globalink Securities, Inc.",,,Salesforce
10849071,Inactive Investor,Jay Childs,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",jpchilds@financialguide.com,,Salesforce
10982952,Inactive Investor,Sasha Oquin,Compliance Officer;Regulatory Contact;Vice President,Stephens,sasha.oquin@stephens.com,,Salesforce
10834245,Inactive Investor,Scotto Caggiano,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,scaggiano@ft.newyorklife.com,,Salesforce
9569903,,Darrick Hoover,,,dhoover@ft.newyorklife.com,,List import
249017,,AGBOOLA S. MODINA,FOUNDER/ MANAGING DIRECTOR,AFRICA PRIDE COCOA,afriquepride@gmail.com,,Manual List Upload
11202816,Inactive Investor,Paul Offill,Partner;Principal,"Princeton Center Planning and Investments, LLC",,,Salesforce
10510681,,Sean Mullervy,Branch Manager/Financial Advisor,Raymond James,sean.mullervy@raymondjames.com,,List Import
10612807,,Paul Castro,Financial Advisor,,paul.g.castro@ampf.com,,List Import
11061856,Inactive Investor,Ejona Qormemeti,,"Allstate Financial Services, LLC Metuchen NJ 276 Main St",eqormemeti@allstate.com,,Salesforce
11194570,Inactive Investor,Connor Kin,Financial Planner,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
9620741,,Patrick Bless,,,pbless@ftadvisors.com,,List import
9543629,,mark Le Page,,,mark.le.page@uk.ey.com,,List import
10930586,Inactive Investor,Calvin Perry,Financial Professional,"Pruco Securities, LLC. Raleigh NC 1405 Hillsborough St",calvin.perry@prudential.com,,Salesforce
10658572,,Tracey Franklin,,,tracey.franklin@stifel.com,,List Import
9630177,,Ali Hsrris,,,aliharris_hq@yahoo.co.uk,,List import
9550186,,Ro Su,,,me_rss@hotmail.com,,List import
10875140,Inactive Investor,Laura Moore,Financial Advisor,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,lm.moore@ubs.com,,Salesforce
9580279,,Tracey Peterson,,,tracey.peterson@fidelity.com,,List import
10975632,Inactive Investor,Stuart Ashwood,Wealth Advisor,"MAI Capital Management, LLC San Ramon CA 12657 Alcosta Blvd",stuart.ashwood@mai.capital,,Salesforce
344638,,Debra Anton,Financial Advisor,"Retirement Plan Advisors, Llc",danton@retirementplanadvisors.com,312-701-1100,Manual List Upload
9594349,,Julie Franchini,,,jfranchini@carsoninstitutional.com,,List import
10945589,Inactive Investor,Andrew Roquet,,"MML Investors Services, LLC Middleton WI Private Residence",,,Salesforce
10909523,Inactive Investor,Golam Ahmed,,LPL Financial LLC Norwich CT 1 Connecticut Ave,golam.ahmed@lpl.com,,Salesforce
11231757,Inactive Investor,Martha Osborne,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10767281,Inactive Investor,Timothy Dwyer,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",dwyer.timothy@principal.com,,Salesforce
11138873,Inactive Investor,Kevin Campbell,,"Farmers Financial Solutions, LLC Bellaire TX 5400 Bellaire Blvd",,,Salesforce
10644919,,Wenfang Chen,,,wenfang.chen@chase.com,,List Import
10859931,Inactive Investor,Mark Quinn,,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",quinnm@stifel.com,,Salesforce
11044191,Inactive Investor,Michael Jones,Investment Advisor Representative,"Osaic Wealth, Inc. New York NY 347 5th Ave",,,Salesforce
10814341,Inactive Investor,Don Barnes,,Cetera Financial Specialists LLC Willowbrook IL 11S270 S Jackson St,don.barnes@ceterafs.com,,Salesforce
7484364,,Ariful Islam,,,arifulbd327@gmail.com,,Web Form Fillout
348332,,Terrance Coyne,Chief Financial Officer,"Rp Management, Llc",tcoyne@royaltypharma.com,212-883-0200,Manual List Upload
10887458,Inactive Investor,Wesley Stanley,,"W&S Brokerage Services, Inc. Shelby NC 1312 W Dixon Blvd",,,Salesforce
10792174,Inactive Investor,Zachary Means,President;Regulatory Contact,Means Wealth Management,zach.means@meanswealth.com,,Salesforce
11073949,Inactive Investor,Peter Mangan,Client Service Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,peter.mangan@morganstanley.com,,Salesforce
11110691,Inactive Investor,Clifford Weddington,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",cbweddington@firstcommand.com,,Salesforce
10947746,Inactive Investor,Thomas Damiano,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10647523,,Melissa Rupe,,,melissa.rupe@schwab.com,,List Import
10822730,Inactive Investor,Jeffrey Beckmann,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 109 Chesterfield Business Pkwy",jeffrey.t.beckmann@ampf.com,,Salesforce
11009985,Inactive Investor,Darren Norton,Associate Financial Advisor,Thrivent Investment Management Inc. Valencia CA 28015 Smyth Dr,darren.norton@thrivent.com,,Salesforce
11296729,,Giuseppe Paterno,,,citywestaog@bigpond.com,,Web Form Fillout
11177958,Inactive Investor,Jonathan Broska,Financial Advisor,Edward Jones Gainesville FL 3302 W University Ave,jon.broska@edwardjones.com,,Salesforce
10908224,Inactive Investor,Larissa Barton,Financial Advisor,"Northwestern Mutual Investment Services, LLC Jackson TN 81 Stonebridge Blvd",larissa.barton@nm.com,,Salesforce
11010142,Inactive Investor,Devin Mckinley,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,dmckinley@ft.newyorklife.com,,Salesforce
10812996,Inactive Investor,Robert Lopinto,Advisor,"Wells Fargo Advisors Financial Network, LLC East Hanover NJ 100 Eagle Rock Ave",robert.lopinto@wfafinet.com,,Salesforce
95733,,Brian Breidenbach,"Member, Chief Compliance Officer","Breidenbach Capital Consulting, Llc",brian@4bcap.com,812-796-1400,Manual List Upload
11148780,Inactive Investor,Daniel Tyburski,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
10861462,Inactive Investor,Leslie Crabill,Financial Advisor,LPL Financial LLC Martinsburg WV 9738 Tuscarora Pike,leslie.crabill@lpl.com,,Salesforce
9630435,,Craig Rudes,,,craig.rudes@gmail.com,,List import
11013458,Inactive Investor,Patrick Perry,,"Cambridge Investment Research, Inc. Elkridge MD 6755 Business Pkwy",,,Salesforce
10752460,Inactive Investor,Kimble Sagrera,Financial Advisor,Edward Jones Abbeville LA 102 Thomas St,kimble.sagrera@edwardjones.com,,Salesforce
9588825,,Martin Killgallon,,,mlk3@ohioart.com,,List import
10972456,Inactive Investor,Laura Miller,,The Huntington Investment Company Cuyahoga Falls OH 2305 2nd St,laura.miller@huntington.com,,Salesforce
10945227,Inactive Investor,Jaylene Pysnik,Managing Member;Vice President - Operations,"Pysnik Financial, LLC",invest@pysnikfinancial.com,,Salesforce
9587823,,Kevin Berger,,,kevin@bergerco.com,,List import
10762576,Inactive Investor,Dawn Eichhorn,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",dawn_eichhorn@ml.com,,Salesforce
10879428,Inactive Investor,Kathleen Vesely,,Key Investment Services LLC Kingston NY 1203 Ulster Ave,kvesely@kisinvestments.com,,Salesforce
10658612,,Andrew Timson,,,atimson@wintrustwealth.com,,List Import
10774733,Inactive Investor,Nicholas Kolesar,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",nicholas.kolesar@bofa.com,,Salesforce
10604599,,David Boydell,Advisor,Myers DeWitt,dboydell@myersdewitt.com,4156015444,List Import
11202453,Inactive Investor,Robert Wilgos,Compliance Officer;Member;Partner,"Summit Financial Advisors, LLC",rwilgos@summitfa.net,,Salesforce
10798758,Inactive Investor,Brent Chappell,,"Sanctuary Securities, Inc. Spring TX 9950 Woodloch Forest Dr",,,Salesforce
10841327,Inactive Investor,Donald Weller,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,tripp.weller@opco.com,,Salesforce
10489195,,Jeffrey Ockwood,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",jeff.ockwood@wellsfargoadvisors.com,800-595-5634,List Import
11183410,Inactive Investor,Sara Holler,,Robert W. Baird & Co. Incorporated Greenville SC 300 N Main St,sholler@rwbaird.com,,Salesforce
10888333,Inactive Investor,Dominique Drenckhahn,Managing Director,Neuberger Berman BD LLC,dominique.delatorre@nb.com,,Salesforce
9609668,,Mark Monahan,,,mark.monahan@thebrlgroup.com,,List import
10780630,Inactive Investor,Carsten Nielsen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10819500,Inactive Investor,James Templin,Financial Advisor,"Keystone Financial Group, LLC",spencer.templin@keystoneky.com,,Salesforce
11198711,Inactive Investor,John Deacon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10777623,Inactive Investor,Joseph Maiullo,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,joseph.maiullo@morganstanley.com,,Salesforce
9605757,,Joseph Rizzo,,,joerizzo@email.com,,List import
11173509,Inactive Investor,Shane Denton,Bank Teller,LPL Financial LLC Lincoln NE 8540 Executive Woods Dr,shane.denton@lpl.com,,Salesforce
11154522,Inactive Investor,Paul Storm,Financial Advisor,"VALIC Financial Advisors, Inc. Marquette MI 2572 US Hwy 41 W",paul.storm@valic.com,,Salesforce
11008618,Inactive Investor,William Locke,,"The Leaders Group, Inc.",,,Salesforce
10777411,Inactive Investor,Robert King,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",r_king@ml.com,,Salesforce
10759332,Inactive Investor,Selena Riggins,,Fidelity Brokerage Services LLC,selena.riggins@fidelity.com,,Salesforce
10993299,Inactive Investor,Ronald Hodge,,"EverSource Wealth Advisors, LLC Jacksonville FL 12574 Flagler Center Blvd",,,Salesforce
10844106,Inactive Investor,Larry Forbus,Managing Member;Senior Partner,"Paul Manners & Associates, Inc.",larry@paulmanners.net,,Salesforce
129091,,Derec Mieden,"Financial Advisor, Advisor","Wipfli Financial Advisors, Llc",dmieden@hewinsfinancial.com,,
10926673,Inactive Investor,Dawn Winship,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,dawn_winship@glic.com,,Salesforce
10509984,,Jason Hoody,SVP Research,LPL Financial,jason.hoody@lplfinancial.com,,List Import
9571262,,John Pickett,"Financial Advisor, Senior Vice President",CAPTRUST,john.pickett@captrustadvisors.com,,List import
11197914,Inactive Investor,Jorge Grace,,J.P. Morgan Securities LLC Tucson AZ 8701 E Broadway Blvd,jorge.grace@jpmorgan.com,,Salesforce
9550381,,James Keegan,,,keeganhikes@gmail.com,,List import
11074901,Inactive Investor,Melanie Nichols,Senior Client Advisor,"Waverly Advisors, LLC",melanie.nichols@waverly-advisors.com,,Salesforce
9616146,,CHARLES OVERBEY,Owner,"C.O. Overbey Jr. Financial Planners, Inc.",chuckoverbey@yahoo.com,,List import
10788406,Inactive Investor,Brian Thomas,,"Level Four Financial, LLC Bradenton FL 1001 3rd Ave W",brianthomas@harborfs.com,,Salesforce
10845339,Inactive Investor,Shane Taylor,,"Northwestern Mutual Investment Services, LLC Rapid City SD 909 Saint Joseph St",shane.taylor@nm.com,,Salesforce
10900475,Inactive Investor,Jesse Flinton,Financial Consultant,"Charles Schwab & Co., Inc. Albany NY 677 Broadway",jesse.flinton@schwab.com,,Salesforce
10686338,,Mark Goecke,,,lvgecko@msn.com,,Web Form Fillout
10854718,Inactive Investor,Jean Horchuck,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,regina.horchuck@primerica.com,,Salesforce
9638775,,Craig Lyon,,,craig@fifthavenuefamily.com,,List Import
9621766,,John Doe,,,bisayo1046@lovomon.com,,List import
10506122,,Heidi Herrera,Registered Representative,TFA,heidi.herrera@wfgplanforlife.com,510-502-2844,List import
176297,,Christian Bucher,Managing Director,CORUM Vermgensverwaltung,christian.bucher@corumag.ch, +41 (0) 442 132 020,Database Upload
10996800,Inactive Investor,Ashley De Leon,,J.P. Morgan Securities LLC Highland IN 9600 Cline Ave,ashley.l.deleon@chase.com,,Salesforce
10890243,Inactive Investor,Mario Quintana,Financial Advisor,Edward Jones Prosper TX 291 S Preston Rd,anthony.quintana@edwardjones.com,,Salesforce
9573994,,Navasan Pubanchuen,,,navasandeaw@gmail.con,,List import
9630082,,Evan Porter,,,er.porter5@gmail.com,,List import
11144523,Inactive Investor,Raymond Wilcox,Chief Executive Officer;Financial Advisor;Partner;Regulatory Contact,Cannon Wealth Management Services,cwilcox@cannon-wealth.com,,Salesforce
10770685,Inactive Investor,Sheila Davidsmeyer,Financial Advisor,"Northwestern Mutual Investment Services, LLC Pittsfield IL 311 W Washington St",sheila.davidsmeyer@nm.com,,Salesforce
10940333,Inactive Investor,Jennifer Poitras,,"Empower Financial Services, Inc East Longmeadow MA Private Residence",jennifer.poitras@empower.com,,Salesforce
9619695,,nirun wanwiroj,,,wanviroj1234@gmail.com,,List import
10487193,,Jenny Jeter,"Retirement Benefits Consultant, Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jenny_jeter@ml.com,,List Import
11090479,Inactive Investor,Golrokh Youchidje,,HSBC Securities (USA) Inc. Washington DC 325 7th St NW,golrokh.youchidje@us.hsbc.com,,Salesforce
11152046,Inactive Investor,Cynthia Rost,Vice President,"The Oak Ridge Financial Services Group, Inc.",crost@oakridgefinancial.com,,Salesforce
9565582,,Robert Maryin,,,martin11220@yahoo.com,,List import
9641057,,Wayne Gowland,,,wwg1473@gmail.com,,List import
10855160,Inactive Investor,Kimberleigh Williams,Senior Wealth Manager,"Sand Hill Global Advisors, LLC",kwilliams@shadv.com,,Salesforce
11081624,Inactive Investor,William Murray,Financial Advisor,Edward Jones Greensboro NC 600 Green Valley Rd,neilson.murray@edwardjones.com,,Salesforce
10855338,Inactive Investor,Keith Holtsclaw,,"Truist Investment Services, Inc. Hickory NC 106 2nd St NW",sam.holtsclaw@truist.com,,Salesforce
9572735,,Sebaka Suna,,,sebaks100@gmail.com,,List import
6968346,,Ron Smith,,,jawada3670@pubpng.com,,Web Form Fillout
10866603,Inactive Investor,Timothy Byers,Financial Advisor,Edward Jones Lancaster OH 2670 N Columbus St,tim.byers@edwardjones.com,,Salesforce
10494155,,Michelle Oakes,,Macquarie,michelle.oakes@macquarie.com,,List Import
11000852,Inactive Investor,Joseph Lisanti,Financial Advisor,LPL Financial LLC Mokena IL 19065 Hickory Creek Dr,joseph.lisanti@lpl.com,,Salesforce
11180570,Inactive Investor,Robert Menache,,"Parkland Securities, LLC Los Alamitos CA 5030 Katella Ave",rmenache@parklandrep.com,,Salesforce
10645513,,John Golliday,,,john.golliday@jpmorgan.com,,List Import
222167,,Paul Armitage,,[Unknown],shanksyp@gmail.com,,
11183305,Inactive Investor,Jordan Liskey,,"NewEdge Securities, Inc. Berryville VA 101 E Main St",,,Salesforce
11147456,Inactive Investor,Lance Campolong,,Fidelity Brokerage Services LLC,,,Salesforce
11133871,Inactive Investor,Natalia Donaldson,,Lincoln Investment Bluffton SC Private Residence,ndonaldson@lincolninvestment.com,,Salesforce
10836867,Inactive Investor,Richard Bonnette,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Haddonfield NJ 30 Washington Ave",eric.bonnette@stifel.com,,Salesforce
199562,,Satish Sivasubramanian Gopinathan,,[Unknown],eagleeyethinker@gmail.com,,source
11217802,,Shubham Wagh,,,shubham.wagh@jpmorgan.com,,List Import
10612193,,Thomas Garvey,"Chief Compliance Officer, Investment Advisor Representative, President",,tom.garvey@lcrwealth.com,,List Import
372004,,Michael Guigli,,United States,mpguigli@gmail.com,,Salesforce
10971606,Inactive Investor,Holly Narber,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11068177,Inactive Investor,Cynthia Baldwin,,J.P. Morgan Securities LLC Greenville TX 5906 Wesley St,cynthia.baldwin@jpmorgan.com,,Salesforce
10898280,Inactive Investor,Joseph Bell,Client Advisor,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",joe.bell@alexbrown.com,,Salesforce
11158476,Inactive Investor,Brendan Lacharite,,"Hantz Financial Services, Inc.",brendan.lacharite@hantzgroup.com,,Salesforce
9550753,,Joseph Batcha,,,jbatcha@gkbpartnersllc.com,,List import
9586041,,Christopher Hufman,,,chris@facetwealth.com,,List import
10950861,Inactive Investor,Nour Elkassabany,,Vanguard Marketing Corporation,nour_elkassabany@vanguard.com,,Salesforce
10837380,Inactive Investor,Gregory Smith,Managing Director;Senior Financial Planner,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",gregory.s.smith@raymondjames.com,,Salesforce
11081385,Inactive Investor,Blair Van Buren,,"Osaic Wealth, Inc. Fort Worth TX 5049 Edwards Ranch Rd",,,Salesforce
147941,,Cash McVay,,[Unknown],cmcvay@pm.me,,Direct
11015185,Inactive Investor,Teddi Jacques,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11260119,Inactive Investor,Paul Strycker,Investment Product Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10758063,Inactive Investor,Holden Hartmann,Financial Advisor;Portfolio Manager,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,holden.hartmann@morganstanley.com,,Salesforce
11188537,Inactive Investor,Rochelle Gabrielson,,J.P. Morgan Securities LLC Niles OH 5555 Youngstown Warren Rd,rochelle.gabrielson@jpmorgan.com,,Salesforce
10988727,Inactive Investor,Nichole May,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",nichole.may@nm.com,,Salesforce
143178,,Kevin Bray,,[[Unknown]],kbray0009@gmail.com,,Initial Salesforce Import
9600300,,Bill Sukup,,,bsukup@wealthenhancement.com,,List import
10591732,,Oladapo Oyewobi,,,dvdoyewobi3@gmail.com,07584165835,Web Form Fillout
10816664,Inactive Investor,Lance Turner,Vice President - Investments,"Raymond James & Associates, Inc. Indianapolis IN 10401 N Meridian St",lance.turner@raymondjames.com,,Salesforce
228345,, -,,[[Unknown]],missagum@yahoo.com,,
191746,,Daniel Burke,,Eagle Strategies LLC,dburke@ft.newyorklife.com,615-224-9500,
11058604,Inactive Investor,Ryan Bosley,,J.P. Morgan Securities LLC Surprise AZ 19500 N Sunrise Blvd,ryan.w.bosley@jpmorgan.com,,Salesforce
10956603,Inactive Investor,Jeffrey Weides,,Edward Jones Gretna NE 11532 Willow Park Dr,jeffrey.weides@edwardjones.com,,Salesforce
11053660,Inactive Investor,Nathan Evans,,"Farmers Financial Solutions, LLC Temple TX 902 S 31st St",nevans@farmersagent.com,,Salesforce
9591604,,Steven Gottschalk,,,sgottschalk@alightcapital.com,,List import
11135988,Inactive Investor,Agustin Garcia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9605067,,Geoff Hossie,,,argent_one@rocketmail.com,,List import
11162034,Inactive Investor,Tiffany Blaho,Investment Advisor;Portfolio Manager,Bell Investment Advisors Inc,tblaho@bellinvest.com,,Salesforce
9611695,,Calvin Tintle,,,ctintle@proshares.com,,List import
10852909,Inactive Investor,Ronald Humenny,Partner;Wealth Manager,Creative Planning Troy MI 3221 W Big Beaver Rd,ronald.humenny@creativeplanning.com,,Salesforce
9622863,,Olivier Christian Lambin,,,oclambin@gmail.com,,List import
205526,,Levi Schofield,,Morgan Stanley,levi.schofield@morganstanley.com,,
10806549,Inactive Investor,Brendon Hutchins,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,brendon.hutchins@ubs.com,,Salesforce
9636735,,Suzanne Colaluca,,,scolaluca@infinexgroup.com,,List import
11177871,Inactive Investor,Jennifer Blank,Financial Advisor,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",jennifer.blank@ampf.com,,Salesforce
239171,,?????? ??????,,Ð?Ð½Ð´Ñ€ÐµÐ¹ Ð’Ð°Ñ…Ð½Ð¸Ð½,andrejvahnin92@gmail.com,,Direct
10487052,,Dylan Birch,Wealth Advisor,J.P. Morgan Securities LLC,dylan.s.birch@jpmorgan.com,,List Import
10879952,Inactive Investor,Alexandra Sayvong,Private Client Investment Associate,J.P. Morgan Securities LLC Hemet CA 1800 E Florida Ave,alexandra.a.still@jpmorgan.com,,Salesforce
11113438,Inactive Investor,Michael Taylor,,LPL Financial LLC Evansville IN 4401 Theater Dr,scott.taylor@lpl.com,,Salesforce
10775618,Inactive Investor,William Bishop,Financial Advisor;Managing Director - Investments;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",bill.bishop@wellsfargoadvisors.com,,Salesforce
11179172,Inactive Investor,Michael Alsup,Financial Advisor,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",michael.alsup@wellsfargoadvisors.com,,Salesforce
11232078,Inactive Investor,Patricio Salvidea Rodriguez,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,patricio.salvidea-rodriguez@ubs.com,,Salesforce
9586646,,Carlos Faleiro,,,underlin37@gmail.com,,List import
9575859,,Robert Limmer,,,robert.limmer@wedbush.com,,List import
10836559,Inactive Investor,William Loftus,Shareholder,"MB, Levis & Associates, LLC Center Valley PA 4647 E Valley Rd",wloftus@mblevis.com,,Salesforce
11229748,Inactive Investor,Kevin Snelling,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",kevin.snelling@nm.com,,Salesforce
11106082,Inactive Investor,Stephen Adell,Principal,Adell Harriman & Carpenter,stephena@ahcinvest.com,,Salesforce
10961662,Inactive Investor,Michael Dalton,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_dalton@vanguard.com,,Salesforce
11097727,Inactive Investor,Jason Flint,,"Avantax Investment Services, Inc.",,,Salesforce
11160181,Inactive Investor,Armen Sarafyan,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
351673,,Chip Winston,Investment Advisor Representative,"Winston & Company, Inc.",chip@winstonco.us,954-610-3644,Manual List Upload
11016195,Inactive Investor,Alex Schoenbrun,,LifeMark Securities Corp. Lincolnshire IL 175 Olde Half Day Rd,aschoenbrun@lifemark.com,,Salesforce
11219520,,Mark Lamb,,,mark.lamb@lpl.com,,Other
11110806,Inactive Investor,Clotilde Bigornia,,"Transamerica Financial Advisors, Inc Torrance CA 21151 S Western Ave",clotilde.bigornia@tfaconnect.com,,Salesforce
11034424,Inactive Investor,James Carroll,Financial Advisor,Edward Jones Elizabethtown KY 1106 Tunnel Hill Rd,jc.carroll@edwardjones.com,,Salesforce
10899653,Inactive Investor,Timothy Hunnicutt,,"Avantax Investment Services, Inc. San Angelo TX 3177 Executive Dr",,,Salesforce
10776064,Inactive Investor,Christian Dill,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",christian.dill@nm.com,,Salesforce
9567748,,Matthew Watson,,,arcane.mw@gmail.com,,List import
9614667,,Shumon Ray,,,shumonrayshumonray42@gmail.com,,List import
10985976,Inactive Investor,Fabien Tabouret,Investment Advisor Representative,ASG Capital,ftabouret@asg-capital.com,,Salesforce
241262,,SPYC,,Kaleida Health,spyc@kaleidahealth.org, +1 716-859-5600,Database Upload
10979878,Inactive Investor,Stephen Johnson,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",,,Salesforce
10833493,Inactive Investor,Elizabeth Janicek,Senior Vice President;Vice President - Investments,"Northland Securities, Inc. Milwaukee WI 2675 N Mayfair Rd",ejanicek@northlandsecurities.com,,Salesforce
9546976,,joe -,,,joe@joetester.com,,List import
10821464,Inactive Investor,Darla Taylor,,"Northwestern Mutual Investment Services, LLC Murfreesboro TN 209 Castlewood Dr",darla.taylor@nm.com,,Salesforce
10993472,Inactive Investor,Carson Forrester,,Citigroup Global Markets Inc.,,,Salesforce
11193899,Inactive Investor,Alberto Ramos,International Client Advisor;Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,alberto.peralta.ramos@morganstanley.com,,Salesforce
11108176,Inactive Investor,Bill Crawford,Private Client Banker,J.P. Morgan Securities LLC Cincinnati OH 7364 Wooster Pike,bill.m.crawfordiv@chase.com,,Salesforce
11217657,,Robert Mason,,,rmason@rwbaird.com,,List Import
10844084,Inactive Investor,Mark Robles,Managing Director,Alta Pacific Wealth Management LLC Mission Viejo CA 27201 Puerta Real,mark@altapacificwm.com,,Salesforce
9601256,,neil aicholtz,,,aicholtz@gmail.com,,List import
9630011,,Roberto Martinez Garcia,,,roberto@martinez.net,,List import
11179718,Inactive Investor,Grant Fodor,Financial Advisor,Edward Jones Lake Orion MI 214 S Broadway St,grant.fodor@edwardjones.com,,Salesforce
9595310,,Patrick Murray,,,patm@keygroupwealth.com,,List import
11108235,Inactive Investor,Stace Hilbrant,,LPL Financial LLC Northbrook IL 707 Skokie Blvd,stace.hilbrant@lpl.com,,Salesforce
9587586,,Thomas Hamilton,,,thamilton@berthelrep.com,,List import
10606131,,Charles Martin,"Financial Advisor, Portfolio Manager, Secretary",Circle Advisers Inc,charles.martin332@gmail.com,212-885-4200,List Import
11040934,Inactive Investor,Rebecca Thompson,Financial Advisor,Edward Jones Wills Point TX 130 N 4th St,,,Salesforce
10397947,,Carlos Bayona Galavis,,,panamericanos.nft@gmail.com,,Web Form Fillout
11135629,Inactive Investor,Scott Pilchard,,"Independent Financial Group, LLC Scottsdale AZ 20885 N 90th Pl",,,Salesforce
11133966,Inactive Investor,Thomas Salierno,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,thomas.salierno@ubs.com,,Salesforce
9549981,,lital levi,,,lital-s@ayalon-inv.co.il,,List import
11221368,,Lars Anderson,,,landerson@ptam.com,,List Import
10955495,Inactive Investor,Colleen Lentz,Client Associate,Neuberger Berman BD LLC,colleen.lentz@nb.com,,Salesforce
11263652,,Rasool Heydari Dehkordi,,,rasoul.h.dehkordi@gmail.com,,Web Form Fillout
10763878,Inactive Investor,Anna Miller,Chief Compliance Officer;Investment Advisor Associate;President,"Certified Planners, Inc.",mmiller@certifiedplannersinc.com,,Salesforce
11205366,Inactive Investor,Craig Dyson,,"Truist Investment Services, Inc. Alexandria VA 201 N Union St",craig.dyson@truist.com,,Salesforce
9591722,,Kristy Haley,,,khaley@ceteraadvisornetworks.com,,List import
10352028,,Jamie Rego,,,jamie.rego@gmail.com,,Web Form Fillout
11120721,Inactive Investor,Edward Sulimirski,,J.P. Morgan Securities LLC,edward.sulimirski@jpmorgan.com,,Salesforce
10958147,Inactive Investor,Jennifer Torres,Financial Consultant;Senior Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11207827,Inactive Investor,David Choury,Regional Vice President,PFS Investments Inc. Westminster CO 8671 Wolff Ct,david.choury@primerica.com,,Salesforce
10849530,Inactive Investor,John Zarrelli,Private Client Advisor,J.P. Morgan Securities LLC Hauppauge NY 200 Motor Pkwy,john.zarrelli@jpmorgan.com,,Salesforce
10770714,Inactive Investor,Adrienne Brown,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",adrienne.brown@wellsfargoadvisors.com,,Salesforce
9585805,,Paul Joanou,,,pjoanou@massmutual.com,,List import
339897,,John Dexter,Managing Member,Trinity Wealth Management Llc,brock@gotrinitywealth.com,513-794-2870,Manual List Upload
235867,, -,,[[Unknown]],basseybrain0@gmail.com,,
10489071,,Jennifer Ibarguen,"Managing Director, Private Wealth Advisor","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",jennifer.k.wells@ampf.com,972-244-5717,List Import
11202901,Inactive Investor,Cody Nichelson,,Fully Financial,cody@fullyfin.com,,Salesforce
11081647,Inactive Investor,Ana Gonzalez Sanchez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
212224,,Matt Novak,,[Unknown],manovak14@gmail.com,,Organic Search
10875270,Inactive Investor,Sophia Abrams,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Linn OR 21750 Salamo Rd",sophia.abrams@ml.com,,Salesforce
9592110,,Nickolas Jensen,,,nick@jreia.com,,List import
11080283,Inactive Investor,Shannon Way,,"Northwestern Mutual Investment Services, LLC Walnut Creek CA 3021 Citrus Cir",shannon.e.way@nm.com,,Salesforce
10781018,Inactive Investor,Matthew Corbett,,Fidelity Brokerage Services LLC,matthew.corbett@fidelity.com,,Salesforce
10897827,Inactive Investor,Simon Kinet,Investment Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,simon.kinet@jpmorgan.com,,Salesforce
9598658,,Casey Cleveland,,,casey@horstandgrabenwealth.com,,List import
10847807,Inactive Investor,Antoni Lucas,Financial Advisor;Vice President,Wedbush Securities Inc.,tony.lucas@wedbush.com,,Salesforce
10936056,Inactive Investor,Amber Lambertz,,"FBL Marketing Services, LLC Concordia KS 821 Broadway",amber.lambertz@fbfs.com,,Salesforce
11066968,Inactive Investor,John Nicklas,,"Avantax Investment Services, Inc. Cleveland OH 1375 E 9th St",,,Salesforce
10994944,Inactive Investor,Rodney King,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,rodneylynnking@primerica.com,,Salesforce
9566885,,Gabrielle Clemens,,,gabrielle.clemens@rbc.com,,List import
10794928,Inactive Investor,Mary Veronko,Senior Client Associate,UBS Financial Services Inc. New York NY 299 Park Ave,mary.stjohn@ubs.com,,Salesforce
11092749,Inactive Investor,Janice Adams,Financial Representative,"Principal Securities, Inc. Gilbert AZ Private Residence",adams.janice@principal.com,,Salesforce
10829678,Inactive Investor,Raymond Ciccarelli,Financial Advisor;Founder;Owner;Vice President,Ciccarelli Advisory Services Inc Rochester NY 110 Linden Oaks,ciccadv@cas-rocny.com,,Salesforce
10970559,Inactive Investor,Megan Van Den Bergh,Advisor,Painted Porch Advisors LLC,megan@paintedporchadvisors.com,,Salesforce
9622575,,TousifAnwar Mundaragi,,,tousif0143@gmail.com,,List import
10922758,Inactive Investor,Thomas Gingrich,,State Farm VP Management Corp. New Bern NC 225 S Front St,,,Salesforce
10907190,Inactive Investor,Jacob Bradley,Client Service Associate,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,,,Salesforce
10928891,Inactive Investor,Mary Porillo,,"Kestra Investment Services, LLC",mary.porillo@kestrafinancial.com,,Salesforce
11106201,Inactive Investor,Patrick Tiernan,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",patrick.tiernan@ampf.com,,Salesforce
7077022,,Joel Cahill,,,cahill.joel@gmail.com,4073612260,Web Form Fillout
9600858,,Xiangmin Cui,,,cui@decheng.com,,List import
372642,,Aneel Khan,,United States,shataylor225@gmail.com,,Salesforce
10762685,Inactive Investor,Kerry Cochran,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,kerry.cochran@citigroup.com,,Salesforce
10795065,Inactive Investor,Jeffery Miedema,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",jeff.miedema@raymondjames.com,,Salesforce
11013547,Inactive Investor,Richard Kno,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",richard.kno@equitable.com,,Salesforce
10987471,Inactive Investor,Bruce Winchester,,"WEA Investment Services, Inc.",bwinchester@weabenefits.com,,Salesforce
9586057,,George Andrews,,,gandrews@celadonwealth.com,,List import
11055947,Inactive Investor,Bobby Taylor,Founder;Owner;President,Oak Street Advisors,joetaylor@oakadvisors.com,,Salesforce
11081679,Inactive Investor,Steven Rokeach,Managing Director,"Elliot Investment Management, LLC",srokeach@elliotinvestment.com,,Salesforce
10986826,Inactive Investor,Lat Wipplinger,,"Farmers Financial Solutions, LLC Yakima WA 115A S 7th Ave",lwipplinger@farmersagent.com,,Salesforce
10753781,Inactive Investor,Ryan Evans,Wealth Advisor,Commonwealth Financial Network Chicago IL 20 N Clark St,revans@cfnmail.com,,Salesforce
5761356,,Utkarsh Lunkad,,,lunkadutkarsh90@gmail.com,,Web Form Fillout
11062445,Inactive Investor,Patrick Morgan,Financial Advisor,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,patrick.morgan@ubs.com,,Salesforce
10947819,Inactive Investor,Kevin Grant,Chief Executive Officer;Investment Advisor;Owner;Portfolio Manager,Allegiance Wealth Management,,,Salesforce
10834057,Inactive Investor,Michael Ark,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Honolulu HI 1099 Alakea St",arkm@stifel.com,,Salesforce
9585697,,Monica Grady,,,mgrady@armstrongshaw.com,,List import
9647436,,Rob Myers,,,lrobertmyers@gmail.com,,List import
11122860,Inactive Investor,Crystal York,Financial Advisor;Financial Professional,LPL Financial LLC Holladay UT Private Residence,crystal.york@lpl.com,,Salesforce
10973834,Inactive Investor,Kristin Impallaria,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11115012,Inactive Investor,Scott Gavenman,,PFS Investments Inc. Ventura CA 3875 Telegraph Rd,scott.gavenman@primerica.com,,Salesforce
11024545,Inactive Investor,Leah Williams,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,,,Salesforce
11113990,Inactive Investor,Thomas Riester,,Cetera Advisor Networks LLC Saint Paul MN 3264 Rice St,riestert@ceteranetworks.com,,Salesforce
10933711,Inactive Investor,Thomas Druelinger,,LPL Financial LLC Buffalo NY 2882 Delaware Ave,thomas.druelinger@lpl.com,,Salesforce
9561330,,Paul Brown,,,gardener2005@gmail.com,,List import
11073833,Inactive Investor,Chad Sager,Senior Regional Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",chad.sager@schwab.com,,Salesforce
11071460,Inactive Investor,David Goldberg,,"Cambridge Investment Research, Inc. Denver CO 501 S Cherry St",,,Salesforce
10772690,Inactive Investor,Clark Kendall,Chief Executive Officer;President;Regulatory Contact,Kendall Capital Management Rockville MD 600 Jefferson Plz,,,Salesforce
10658915,,Lawrence Norris,,,lnorris@metlife.com,,List Import
10617829,,Jagriti Ruparel,,,jagriti.ruparel@ml.com,,List Import
10803012,Inactive Investor,Joseph Baer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,joseph.baer@ubs.com,,Salesforce
11001165,Inactive Investor,Michael LaPenna,Premier Banker,"Wells Fargo Clearing Services, LLC Tarrytown NY 350 S Broadway",,,Salesforce
11117037,Inactive Investor,Jake Sendley,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 126 Post Rd E",jake.sendley@ml.com,,Salesforce
9610334,,Abigail Van Creveld,,,avc4@walla.com,,List import
10785295,Inactive Investor,John Lusi,Financial Advisor,PNC Investments Pittsburgh PA 1717 Cochran Rd,john.lusi@pnc.com,,Salesforce
1003248,Inactive Investor,Austin Crum,Investment Analyst,Kensico Capital Management Corp.,acrum@kensicocapital.com,1-203-862-5804,3rd Party Lead Gen
350251,,Domenic Delfavero,"Senior Associate, Investments","Alcion Ventures, L.p.",ddelfavero@alcionventures.com,617-603-1000,Manual List Upload
11223032,,Jonathan Goodman,,,jgoodman@sandscap.com,,List import
11131080,Inactive Investor,Sarah Muir,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,sarah.muir@fidelity.com,,Salesforce
11112423,Inactive Investor,Alena Volz,,J.P. Morgan Securities LLC Philadelphia PA 926 South St,alena.volz@jpmorgan.com,,Salesforce
9620131,,Rainer Künkel,,,f.gessner@me.com,,List import
11047141,Inactive Investor,Robert Delucas,Advisor;Chief Compliance Officer;Owner,"Afton Advisors, LLC",,,Salesforce
11065937,Inactive Investor,Xue Wei Gao,,"Transamerica Financial Advisors, Inc Flushing NY 3050 Whitestone Expy",xue.gao@transamerica.com,,Salesforce
10812355,Inactive Investor,Steven Miller,,"Allstate Financial Services, LLC Louisville KY 5520 Fern Valley Rd",stevenmiller@allstate.com,,Salesforce
10958523,Inactive Investor,Jorgens Remy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Meriden CT 400 E Main St",jorgens.remy@ml.com,,Salesforce
10976978,Inactive Investor,Brandon Curley,Investment Consultant,"Charles Schwab & Co., Inc. Austin TX 501 Congress Ave",,,Salesforce
10874942,Inactive Investor,Jessica Wassmer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 985 Pasadena Ave S",jessica.messina@ml.com,,Salesforce
10761848,Inactive Investor,Stephanie Batten,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilson NC 2315 Airport Blvd NW",stephanie.batten@ml.com,,Salesforce
11121900,Inactive Investor,Michael Horvath,Vice President,LPL Financial LLC The Woodlands TX Private Residence,,,Salesforce
11094434,Inactive Investor,Nicole Allen,,J.P. Morgan Securities LLC Hampton Bays NY 47 W Montauk Hwy,nicole.m.daddario@chase.com,,Salesforce
11096102,Inactive Investor,Harvey Smith,Chief Executive Officer;Chief Financial Officer;President;Regulatory Contact,Birmingham Capital Management Co Inc,,,Salesforce
10811265,Inactive Investor,Beth Cutler,,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",beth.cutler@wellsfargoadvisors.com,,Salesforce
10986836,Inactive Investor,Alix Simon,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",alix.n.simon@nm.com,,Salesforce
10947997,Inactive Investor,Matthew Tran,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,matthew.tran@fmr.com,,Salesforce
11151636,Inactive Investor,Frederick Nazario,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland OR 9900 SW Greenburg Rd",,,Salesforce
11011329,Inactive Investor,Skyler Hutchinson,,Edward Jones Vancouver WA 4305 NE Thurston Way,,,Salesforce
10984173,Inactive Investor,Katie Swenby,Financial Advisor,Thrivent Investment Management Inc. Glenwood City WI 103 E Oak St,katie.swenby@thrivent.com,,Salesforce
11104376,Inactive Investor,Brian Williams,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
9582536,,Melinda Parks,,,melinda.parks@freestateadvisors.com,,List import
11208753,Inactive Investor,Bradley Melton,Financial Advisor,Edward Jones Lewiston ID 0201 1st St,bradley.melton@edwardjones.com,,Salesforce
11022042,Inactive Investor,Phillip Alfano,,The Huntington Investment Company Niles OH 5555 Youngstown Warren Rd,phillip.alfano@huntington.com,,Salesforce
9551009,,Ilan Chait,,,ilan@lynxcap.com,,
11202647,Inactive Investor,Alexander Deyeso,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alexander.deyeso@fidelity.com,,Salesforce
68155,,Adellmarie Hargreaves,,EFS Advisors,adellh@efsadvisors.com,763-689-9023,
10942539,Inactive Investor,Lance Chau,,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",lance.chau@tfaconnect.com,,Salesforce
10788961,Inactive Investor,David Mushaben,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.mushaben@fidelity.com,,Salesforce
10789139,Inactive Investor,Gary Woolworth,Chief Compliance Officer;President,"CWC Advisors, LLC",gw@cwcgroup.com,,Salesforce
9641023,,Greg Ashford,,,gdashford@gmail.com,,List import
10828093,Inactive Investor,Jerry Bainbridge,Chief Executive Officer;Owner;Regulatory Contact,"J. L. Bainbridge & Co., Inc.",jerry@jlbainbridge.com,,Salesforce
10978266,Inactive Investor,Dana Rasmussen,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,dana.rasmussen@jpmorgan.com,,Salesforce
10895898,Inactive Investor,Benjamin Hiser,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10760503,Inactive Investor,Brad Cetron,Chief Compliance Officer;Managing Director,Neuberger Berman BD LLC,bcetron@nb.com,,Salesforce
10446074,,Nekko Strahin,,,perfectedmedia0@gmail.com,,Web Form Fillout
11208571,Inactive Investor,Tony Kim,Senior Financial Advisor,"WealthStar Advisors, LLC McKinney TX 5900 S Lake Forest Dr",tkim@wealthstaradvisors.com,,Salesforce
370442,,Richard Rauser,,United Kingdom,richard.rauser@gmail.com,,Salesforce
10363237,,Tom Jenkins,,,tom.jenkins@lseg.com,,Web Form Fillout
9604161,,MICHAEL TEXEIRA,,,mtexeira_contractor@wisdomtree.com,,List import
9579301,,Daniel LaPlaca,,,laplacalaw@gmail.com,,List import
10946016,Inactive Investor,Joel Lenzini,Financial Advisor,Retirement Planners of America El Segundo CA 841 Apollo St,joel.lenzini@moneymatters.net,,Salesforce
223265,,Stephen Wool,Chief Compliance Officer,Lind Capital Partners,swool@lindcapitalpartners.com,312-878-3830,Manual List Upload
11050239,Inactive Investor,Michael Romano,Financial Advisor,Edward Jones Millstadt IL Private Residence,,,Salesforce
10749350,,Avishka Shehan,,,avishkashehan2345@gmail.com,,Web Form Fillout
11206640,Inactive Investor,Dennis Zaplin,Wealth Management Advisor,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,dennis.zaplin@lpl.com,,Salesforce
11112616,Inactive Investor,Allen Zeller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11220048,,Katherine Woolever,,,katherine@integriswealth.com,,Other
10773004,Inactive Investor,Laura Murphy,Chief Compliance Officer;Director;Vice President,Montgomery Investment Management Inc,laura@miminvest.com,,Salesforce
9647017,,Robert Mustafa,,,robert.mustafa@lpl.com,,List import
10975428,Inactive Investor,Chase Harkness,Financial Advisor;Vice President,Janney Montgomery Scott LLC Cincinnati OH 8044 Montgomery Rd,charkness@janney.com,,Salesforce
10780086,Inactive Investor,Amy Alward,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,amy.lann@fidelity.com,,Salesforce
11023705,Inactive Investor,Benjamin Dembowski,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",benjamin.dembowski@hantzgroup.com,,Salesforce
11162350,Inactive Investor,Shane Irons,Wealth Advisor,LPL Financial LLC Chaska MN 310 Hundertmark Rd,shane.irons@lpl.com,,Salesforce
234447,, -,,[[Unknown]],mkol000@aol.com,,Organic Search
11030547,Inactive Investor,Nancy Fulford,,J.P. Morgan Securities LLC Oak Lawn IL 4141 W 95th St,nancy.fulford@jpmorgan.com,,Salesforce
9620796,,T M,,,joshmatix@yahoo.com,,List import
10949744,Inactive Investor,John Houda,,LPL Financial LLC San Diego CA 4707 Executive Dr,john.houda@lpl.com,,Salesforce
10945756,Inactive Investor,Amber Patton,,Edward Jones Twin Falls ID 834 Falls Ave,amber.patton@edwardjones.com,,Salesforce
11166374,Inactive Investor,Jessica Hunt,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10790342,Inactive Investor,Christine Rossman,Senior Client Specialist,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,crossman@rwbaird.com,,Salesforce
11048191,Inactive Investor,Mayrose Morrow,,"Robinhood Financial, LLC",mayrose.morrow@robinhood.com,,Salesforce
11159784,Inactive Investor,Akram Alqaraghuli,,PFS Investments Inc. Roseville CA 1200 Melody Ln,akram.alqaraghuli@primerica.com,,Salesforce
10784815,Inactive Investor,Eric Genco,Executive Director,Morgan Stanley,,,Salesforce
11165080,Inactive Investor,Francis Friend,Associate Advisor,LPL Financial LLC Cottage Grove WI 341 W Cottage Grove Rd,francis.friend@lpl.com,,Salesforce
348710,,Janice Brandt,"Chief Compliance Officer, Vice President","Securities America Advisors, Inc.",janice.brandt@securitiesamerica.com,800-821-5529,
11255213,Inactive Investor,Amanda Wray,Advisor,Brightscape Investment Centers Scottsdale AZ 9375 E Shea Blvd,amandawray@brightscape.com,,Salesforce
10815692,Inactive Investor,Van Higginson,Financial Advisor,Edward Jones Waycross GA 2000 Plant Ave,will.higginson@edwardjones.com,,Salesforce
11059837,Inactive Investor,Christopher Pilecki,Managing Member;Portfolio Manager,"Gator Capital Management, LLC Tampa FL 100 S Ashley Dr",christopher.pilecki@gatorcapital.com,,Salesforce
10961269,Inactive Investor,Brian Mcgunigle,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10971760,Inactive Investor,Wade Murphy,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
214245,,Sharon Lazaruik,,[Unknown],sharonj55@shaw.ca,,Organic Search
11092760,Inactive Investor,Elinor Escamilla,Vice President;Wealth Advisor,William Blair,eescamilla@williamblair.com,,Salesforce
10785709,Inactive Investor,Paul Morales,,Jefferies LLC,pmorales@jefferies.com,,Salesforce
11128952,Inactive Investor,Christine Kolm,Wealth Planner,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
218600,,Ernesto Obregon,,[Unknown],obregon.er@gmail.com,,
11005739,Inactive Investor,Shay Mahon,,TradeWeb L.L.C,shay.mahon@tradeweb.com,,Salesforce
10965944,Inactive Investor,Kedra Steave,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,ksteave@primerica.com,,Salesforce
10783894,Inactive Investor,Richard Ranieri,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 349 W Coleman Blvd",richard.j.ranieri@wellsfargoadvisors.com,,Salesforce
11182725,Inactive Investor,Harrison Woolfolk,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,harrison.woolfolk@primerica.com,,Salesforce
10826895,Inactive Investor,Timothy Whyte,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,tim.whyte@morganstanley.com,,Salesforce
11189089,Inactive Investor,Zion Hawkins,,J.P. Morgan Securities LLC,zion.hawkins@jpmorgan.com,,Salesforce
10715536,,Kasinadham Rangisetti,,,rkasi.sriram1236582@gmail.com,8978341606,Web Form Fillout
10964971,Inactive Investor,Anasavanh Sitthivong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",anasavanh.sitthivong@ml.com,,Salesforce
11029520,Inactive Investor,Eric Finucane,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",eric.finucane@nm.com,,Salesforce
10876609,Inactive Investor,Lindsay Distaso,,Goldman Sachs & Co.,,,Salesforce
11228852,Inactive Investor,Andre Bashynskyy,,J.P. Morgan Securities LLC Portland OR 1515 NE 112th Ave,,,Salesforce
10867203,Inactive Investor,Tommy Moore,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tommy_moore@vanguard.com,,Salesforce
10971909,Inactive Investor,John Hill,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
10920063,Inactive Investor,Raymond Settelmeyer,,"Avantax Investment Services, Inc. Eugene OR 72A Centennial Loop",,,Salesforce
10784542,Inactive Investor,Chryssanthe Detroyer,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",chryssanthe.detroyer@wellsfargoadvisors.com,,Salesforce
10815308,Inactive Investor,Duvan Brock,Vice President,"Dempsey Lord Smith, LLC Calhoun GA 276 Curtis Pkwy NE",duvan.brock@dempseyi.com,,Salesforce
11109708,Inactive Investor,Joseph Gaeckle,Vice President,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",joseph.gaeckle@lfg.com,,Salesforce
11222181,,Stephanie Cesar,,,stephanie@azimutgenesis.com,,List Import
11232321,Inactive Investor,Juan Camarillo,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,,,Salesforce
10618352,,Robert Briggs,,,robert_s_briggsjr@ml.com,,List Import
9638186,,Chris O'Byrne,,,chris@vsg.com.au,,List import
10953119,Inactive Investor,David Koler,,"Osaic Wealth, Inc. Cleveland OH 6400 Pearl Rd",davidkoler@osaicwealth.com,,Salesforce
9607280,,Luis Camacho,,,cryptoalgorithm12@gmail.com,,List import
11025398,Inactive Investor,Michael Jeter,Investment Advisor Representative,"Osaic Wealth, Inc. Sacramento CA 9261 Folsom Blvd",mjeter@royalallianceadvisors.com,,Salesforce
9579142,,Pavel Karlicek,,,karlicekpavel@seznam.cz,,List import
9549391,,David Ralicki,,,alex@ralickiwm.com,,List import
6924605,,Ferdous Khan,,,khanferdous55@gmail.com,,Web Form Fillout
11216911,,Maximillian Breier,,,maximillian.breier@nb.com,,Other
10996633,Inactive Investor,Dominic Meliado,,J.P. Morgan Securities LLC New York NY 71 W 23rd St,dominic.meliado@jpmorgan.com,,Salesforce
10781705,Inactive Investor,James Wells,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,james.c.wells@jpmorgan.com,,Salesforce
9586294,,Joel Bengds,,,joel@hscwa.com,,List import
10961512,Inactive Investor,Adam Amin,,Morgan Stanley,,,Salesforce
215276,,Kushal Gurung,,Cerner Corporation,kushalg@hotmail.com,18163524519,Organic Search
10952471,Inactive Investor,Phillip Chinothai,Financial Planner,"Pure Financial Advisors, LLC",phillip.chinothai@purefinancial.com,,Salesforce
10808041,Inactive Investor,John Boettiger,,"Saxony Securities, Inc.",jboettiger@saxonysecurities.com,,Salesforce
10756800,Inactive Investor,Joann Allison,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",joann.allison@ml.com,,Salesforce
9593087,,Karl Willo,,,zerowoo@protonmail.com,,List import
10826900,Inactive Investor,Rex Foster,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",rex.foster@hantzgroup.com,,Salesforce
9581759,,Lilia Arandela,,,larandela@ft.newyorklife.com,,List import
10973514,Inactive Investor,Collin Holt,,J.P. Morgan Securities LLC Denver CO 3000 E 3rd Ave,collin.holt@jpmorgan.com,,Salesforce
372156,,Taj Adams,,United States,tajadams729@gmail.com,,Salesforce
11144151,Inactive Investor,Kellen Hardy,Investment Advisor Representative,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",,,Salesforce
11173137,Inactive Investor,Kenneth Atkinson,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",atkinson.ken@principal.com,,Salesforce
11162363,Inactive Investor,John Glander,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",john.glander@prudential.com,,Salesforce
11108641,Inactive Investor,Philip Hofmeister,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,philip.hofmeister@fmr.com,,Salesforce
10940486,Inactive Investor,Dallin Francom,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9586481,,Luke Roh,,,powernkk@hanmail.net,,List import
11207588,Inactive Investor,Ricardo Rojas,Director;Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,ricardo.rojas@morganstanley.com,,Salesforce
11175135,Inactive Investor,Thomas Allen,,"Allstate Financial Services, LLC Louisville KY 5520 Fern Valley Rd",thomas.allen@allstate.com,,Salesforce
11230637,Inactive Investor,Dana Oller,Compliance Officer,Hilltop Securities Inc.,dana.oller@hilltopsecurities.com,,Salesforce
10604301,,James Broderick,Director of Investments,Northwestern Mutual,james.broderick@nm.com,7322413832,List Import
9601852,,Neil Campbell,,,ncampbell@gratuscapital.com,,List Import
10869227,Inactive Investor,Cody Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",cody.r.johnson@ampf.com,,Salesforce
10949655,Inactive Investor,Sabianca Desir,,Fidelity Brokerage Services LLC,,,Salesforce
2614222,,Janak ram Gupta,,,janakramr910@gmail.com,,
10932109,Inactive Investor,Jorge Tostado,,"Wells Fargo Clearing Services, LLC Glendale CA 611 E Wilson Ave",,,Salesforce
9621425,,Rose Chen,,,315571740@qq.com,,List import
9628265,,conor Shalloe,,,conor.shalloe@cliffwater.com,,List import
352433,,Kenneth Wolfe,Managing Director,Dynamic Beta Investments Llc,kwolfe@beachheadcapital.com,646-837-7030,Manual List Upload
10868809,Inactive Investor,Jennifer Mitchell,Branch Office Administrator;Financial Advisor,Edward Jones Indianapolis IN 9449 Priority Way West Dr,jennifer.mitchell@edwardjones.com,,Salesforce
11014239,Inactive Investor,Blaine Bacon,,"Northwestern Mutual Investment Services, LLC Spearfish SD 108 E Grant St",blaine.e.bacon@nm.com,,Salesforce
10971481,Inactive Investor,Yasmita Parekh,,Cetera Investment Services LLC Iselin NJ 1220 Green St,,,Salesforce
10992549,Inactive Investor,Devin Andreatta,,LPL Financial LLC Endicott NY 24 McKinley Ave,devin.andreatta@lpl.com,,Salesforce
11083365,Inactive Investor,Fernando Barzana,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",,,Salesforce
10914512,Inactive Investor,Xiaoman Wu,,Goldman Sachs & Co.,,,Salesforce
11055422,Inactive Investor,Lori Huston-Dinga,Financial Advisor,"Wells Fargo Clearing Services, LLC Madison WI 1 Erdman Pl",lori.huston-dinga@wellsfargoadvisors.com,,Salesforce
9637336,,Jerry Rohrer,,,jrohrer.rrs@gmail.com,,List import
10965615,Inactive Investor,Alanson Gann,,"Northwestern Mutual Investment Services, LLC Champaign IL 4120 Belmont Pt",alanson.p.gann@nm.com,,Salesforce
11004010,Inactive Investor,Adrian Sullivan,,Vanguard Marketing Corporation,adrian_sullivan@vanguard.com,,Salesforce
10989758,Inactive Investor,Vasken Fereshetian,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
9549336,,Chen Yun,,,chenyun5583@gmail.com,,List import
10989431,Inactive Investor,Carolyn Daigler,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",carolyn.daigler@raymondjames.com,,Salesforce
10805952,Inactive Investor,Daniel Slattery,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",daniel_slattery@ml.com,,Salesforce
145436,,Marcus Watters,,[Unknown],marcus.j.watters@gmail.com,,source
11230285,Inactive Investor,John Taddei,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,jjtaddei@ft.newyorklife.com,,Salesforce
10765866,Inactive Investor,Michael Baghramian,Executive Financial Services Director;Financial Advisor;Lending Specialist;Senior Portfolio Management Director;Senior Vice Pres,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 608 Silver Spur Rd",michael.baghramian@morganstanley.com,,Salesforce
11038134,Inactive Investor,Brittany Brewer,Associate Financial Advisor,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
9584615,,Mary Alpers,,,mary@alpersfinancial.com,,List import
10868810,Inactive Investor,Morgan Ranstrom,Financial Planner;Managing Member;Partner;Regulatory Contact,"Trailhead Planners, LLC Minneapolis MN 15 S 5th St",,,Salesforce
10391688,,Rodolfo Federici,,,r@fedeiric.xyz,,Web Form Fillout
11024075,Inactive Investor,Joseph Kyllonen,,"Saybrus Equity Services, LLC Saint Michael MN Private Residence",jkyllonen@saybruspartners.com,,Salesforce
11118132,Inactive Investor,Dylan Levy,Vice President,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 100 Motor Pkwy",dlevy@stifel.com,,Salesforce
9598940,,Lee Davis,,,ldavis@stemulatingminds.net,,List import
10866893,Inactive Investor,Christopher Coleman,,State Farm VP Management Corp. Richardson TX 1415 State St,chase.coleman.l6q1@statefarm.com,,Salesforce
11092964,Inactive Investor,John Kline,Financial Professional,Money Concepts Capital Corp Frankfort KY 4 Hudson Hollow Rd,jkline@moneyconcepts.com,,Salesforce
11064781,Inactive Investor,Robert Elwell,Senior Financial Advisor,"CUSO Financial Services, L.P. Royersford PA 36 W Ridge Pike",,,Salesforce
10827792,Inactive Investor,Juan Garcia,,J.P. Morgan Securities LLC Jersey City NJ 56 Christopher Columbus Dr,juan.m.garcia@jpmorgan.com,,Salesforce
10799959,Inactive Investor,Andrea Molavi,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",andrea.molavi@wellsfargoadvisors.com,,Salesforce
11078573,Inactive Investor,Gloria Montesinos,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",gloria_montesinos@ml.com,,Salesforce
11238807,Inactive Investor,Daniel Filler,,"INVST, LLC",daniel@invst.com,,Salesforce
9604771,,Christopher Quintin,,,cquintin@nbtbank.com,,List import
11002818,Inactive Investor,Stefan Parsch,,Deutsche Bank Securities Inc.,stefan@deutschewealth.com,,Salesforce
10922794,Inactive Investor,Robin Bechtel,,Cetera Advisor Networks LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
11061294,Inactive Investor,Philip Winters,,"Alexander Capital, L.P.",pwinters@alexandercapitallp.com,,Salesforce
9571210,,Geoff Doran,,,wizzg1970@gmail.com,,List import
9570138,,Christopher Kellett,,,christopher.kellett@fidelity.com,,List import
10942484,Inactive Investor,Stephen McNamara,,"Cambridge Investment Research, Inc. York PA 555 Ryan Run Rd",,,Salesforce
10800531,Inactive Investor,Kent Zevenbergen,,PFS Investments Inc. Urbandale IA 3220 100th St,kent.zevenbergen@primerica.com,,Salesforce
9615712,,k kh,,,kjh@gmail.com,,List import
9575391,,"Eric Cohen, Cpa, Ca",,,ecohen@vcgllp.com,,List import
10756550,Inactive Investor,Patricia Aragones-Aponte,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",patricia.aragones-aponte@wellsfargoadvisors.com,,Salesforce
336188,,Kevin Colin,Chief Financial Officer,"Timberland Investment Resources, Llc",colin@tirllc.com,404-848-2000,Manual List Upload
9572051,,Derrick Clark,,,dclark@juntocap.com,,List import
11158860,Inactive Investor,Sheila Volrath,Financial Advisor,Morgan Stanley Davenport IA 4300 E 53rd St,sheila.a.volrath@morganstanley.com,,Salesforce
11027781,Inactive Investor,Luis Sanchez,Founder;Managing Partner,LVS Advisory LLC New York NY 79 Madison Ave,luis@lvsadvisory.com,,Salesforce
10945249,Inactive Investor,Heather Hughes,Financial Advisor,Tony Walker Financial,,,Salesforce
11024758,Inactive Investor,Rosa Leace,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,rosa.leace@morganstanley.com,,Salesforce
10596173,,ALFRED F. MARSICANO,,,afmarsicano@raymondjames.com,,Web Form Fillout
10833953,Inactive Investor,Steven Young,Chief Compliance Officer;President,"Asset Class Managememt, Inc.",,,Salesforce
11172048,Inactive Investor,Brett Levy,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,brett.levy@primerica.com,,Salesforce
9545954,,nicolas mathieu,,,nicolas-p.mathieu@outlook.com,,List import
10987176,Inactive Investor,David Dennis,Regional Director,MWA Financial Services Inc. Decatur GA 160 Clairemont Ave,david.b.dennis@mwarep.org,,Salesforce
11163267,Inactive Investor,Thomas Greco,,LPL Financial LLC Monroe NC 312 W Talleyrand Ave,thomas.greco@lpl.com,,Salesforce
11232783,Inactive Investor,Dina Attia,,"Wells Fargo Clearing Services, LLC Corona CA 1250 Corona Pointe Ct",dina.zaklama@wellsfargoadvisors.com,,Salesforce
10962181,Inactive Investor,Natalie Van Winkle,Member,Van Ray Wealth Management,,,Salesforce
337445,,Michael Hirschfeld,Senior Vice President,Prophet Equity Management Ii Llc,mhirschfeld@prophetequity.com,817-898-1500,Manual List Upload
10789948,Inactive Investor,Jared Anderson,Financial Advisor,LPL Financial LLC Nashua NH 34 Broad St,jared.anderson@lpl.com,,Salesforce
10955790,Inactive Investor,Dionysios Skaliotis,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",,,Salesforce
10933331,Inactive Investor,Alissa Merrick,,"Charles Schwab & Co., Inc. New York NY 1133 Avenue of the Americas",alissa.merrick@schwab.com,,Salesforce
11087203,Inactive Investor,Paul Schur,Financial Advisor,LPL Financial LLC Sarasota FL 3277 Fruitville Rd,paul.a.schur@lpl.com,,Salesforce
10831179,Inactive Investor,Jonathan Frydman,Investment Advisor Representative,"Osaic Wealth, Inc. Northbrook IL 425 Huehl Rd",,,Salesforce
10923546,Inactive Investor,William Hodges,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9599049,,Luke Smith,,,lsmith@chapindavis.com,,List import
10823002,Inactive Investor,Carol Crowley,Financial Advisor,Edward Jones Northborough MA 386 W Main St,carol.crowley@edwardjones.com,,Salesforce
10997865,Inactive Investor,Anita Misra,,J.P. Morgan Securities LLC San Ramon CA 11030 Bollinger Canyon Rd,anita.misra@jpmorgan.com,,Salesforce
10529972,Inactive Investor,paul.j.cappelli11@gmail.com,,Paul Cappelli,paul.j.cappelli11@gmail.com,5748503632,Salesforce
3386944,,Ken Greiner,,Foundry,kgreiner@foundrydigital.com,5852592137,Web Form Fillout
10617394,,George Nolan,,,nolan_david@nlvmail.com,,List import
11220330,,Laurene Macelwee,,,laurene.macelwee@pacificlife.com,,Other
11191353,Inactive Investor,Travis Batts,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Houston TX 16055 Space Center Blvd,travis.batts@morganstanley.com,,Salesforce
11156291,Inactive Investor,Aaron Norton,,Edward Jones Ellensburg WA 208 W 9th Ave,,,Salesforce
11234795,Inactive Investor,James Elliott,Wealth Advisor,"Beacon Pointe Advisors, LLC Roseland NJ 103 Eisenhower Pkwy",,,Salesforce
9557042,,Joseph Corey,,,corey.joe@principal.com,,List import
11028518,Inactive Investor,Kyle Bush,,"Raymond James Financial Services, Inc. Chesterfield MO 14567 N Outer 40 Rd",,,Salesforce
11075402,Inactive Investor,Edward Kozun,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Austin TX 1608 W 5th St,,,Salesforce
10958961,Inactive Investor,Julie Hupp,Partner,Vertex Partners,,,Salesforce
10923108,Inactive Investor,Brianna Alami,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11059602,Inactive Investor,Robert Wilson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_wilson@vanguard.com,,Salesforce
9544518,,Joshua Smith,,,joshua.smith@fidelity.com,,List import
9546316,,?? ?,,,1439064435@qq.com,,List import
11126986,Inactive Investor,Sandi Pruse,,"Wells Fargo Clearing Services, LLC Duluth MN 222 W Superior St",sandi.pruse@wellsfargoadvisors.com,,Salesforce
10763300,Inactive Investor,Brian Martin,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",bmartin@massmutual.com,,Salesforce
9579261,,Dara Maleki,,,maleki.dara@gmail.com,,List import
11194569,Inactive Investor,Johan Vako,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10753459,Inactive Investor,Craig Smaagaard,Financial Advisor,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,craig.smaagaard@thrivent.com,,Salesforce
11163363,Inactive Investor,Robert Scalesse,,Key Investment Services LLC East Haven CT 245 Main St,robert_scalesse@keybank.com,,Salesforce
10787915,Inactive Investor,Susan Bentley,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",bentley.susan@principal.com,,Salesforce
11112720,Inactive Investor,Michael Napier,Managing Partner;Vice President,"Horan Securities, Inc. Fort Mitchell KY 207 Grandview Dr",michaeln@horansecur.com,,Salesforce
10963933,Inactive Investor,Michael Chao,Relationship Banker,"Wells Fargo Clearing Services, LLC Mission Viejo CA 27722 Vista del Lago",,,Salesforce
117404,,Kenneth Podell,Financial Advisor,"MML Investors Services, LLC",kpodell@massmutual.com,610-766-3024,
11021435,Inactive Investor,John Lee,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10794828,Inactive Investor,Oleksa Kyj,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",,,Salesforce
11011486,Inactive Investor,Kristen Dichkus,,LPL Financial LLC Little Silver NJ 200 White Rd,kristen.dichkus@lpl.com,,Salesforce
10897976,Inactive Investor,Mary Sillitto,Financial Consultant,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
10998632,Inactive Investor,Rana Ahmed,,"Allstate Financial Services, LLC Bedford TX 2905 Brown Trl",ranaahmed@allstate.com,,Salesforce
9591517,,Javier Perez,,,javierperez@djlcinversiones.com,,List import
9631954,,Charles Hwang,,,armstrongcomputer@gmail.com,,List import
10866584,Inactive Investor,Brian Elliott,Financial Advisor,Edward Jones Elkins WV 111 Randolph Ave,brian.elliott@edwardjones.com,,Salesforce
10856133,Inactive Investor,Deborah Whitt,,State Farm VP Management Corp. Rochester NY 630 East Ave,deborah.whitt.buqr@statefarm.com,,Salesforce
10974862,Inactive Investor,Yvette Newell,,Fidelity Brokerage Services LLC,,,Salesforce
11084537,Inactive Investor,Kevin Puryear,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",,,Salesforce
10618616,,Jennifer Gartenberg,,,jgartenberg@mesirowfinancial.com,,List Import
11202428,Inactive Investor,Andrea Netcher,Member;Principal,"Grandfield & Dodd, LLC",andrea@grandfield-dodd.com,,Salesforce
10845344,Inactive Investor,Philip Stathos,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Portland ME 129 Middle St,pstathos@rwbaird.com,,Salesforce
1004443,Inactive Investor,Leo Tsimmer,,Leo Tsimmer,ltsimmer@caerusgp.com,,3rd Party Lead Gen
11021143,Inactive Investor,Daniel Giraldo,,J.P. Morgan Securities LLC Orlando FL 7674 Dr Phillips Blvd,daniel.e.giraldo@chase.com,,Salesforce
226690,,gabriel -,,[[Unknown]],grapatan2828@gmail.com,,Initial Salesforce Import
9571777,,Sandy Chin,,,sandy.chin@tidalborecapital.com,,List import
10770657,Inactive Investor,Ryan Windhorst,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsbluff NE 2822 Avenue I",ryan.windhorst@wellsfargoadvisors.com,,Salesforce
1003862,Inactive Investor,George Liang,,George Liang,gliang@transcell.com,2242345614,
373473,,Marc Ricart,,[Unknown],marc.a.ricart@gmail.com,,source
10840139,Inactive Investor,Jeffrey Carey,,"MML Investors Services, LLC Boston MA 280 Congress St",jeffreycarey@financialguide.com,,Salesforce
11010530,Inactive Investor,Will Poole,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
11001109,Inactive Investor,Daniel Combs,,"Raymond James & Associates, Inc.",daniel.combs@raymondjames.com,,Salesforce
10612208,,Mark Schaffer,Financial Advisor,,markschaffer@armstrongadvisory.com,,List Import
9579168,,Terrence Dempsey,,,terrencedempsey35@gmail.com,,List import
103943,,Elithe Kahn,,none,elitheinhawaii@gmail.com,8085233622,
9577729,,Rodolfo JDuprey,,,rodolfojduprey95142@gmail.com,,List import
10789967,Inactive Investor,Michael Gates,Senior Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Buffalo NY 6580 Main St",m.gates@ml.com,,Salesforce
11145474,Inactive Investor,Mijanou Spurdle,Branch Manager;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami Beach FL 1691 Michigan Ave,mijanou.spurdle@morganstanley.com,,Salesforce
11223079,,Aaron Williams,,,awilliams@retirementwealthadvisors.com,,List Import
10867560,Inactive Investor,Teresa Meyer,Wealth Advisor,"Para Wealth Advisors, Inc.",,,Salesforce
10946654,Inactive Investor,Jeffrey Bessling,Managing Director - Investments;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Cockeysville MD 307 International Cir",jeff.bessling@wellsfargoadvisors.com,,Salesforce
10945158,Inactive Investor,Brian Becker,Financial Advisor,Edward Jones Highland IL 1005 Washington St,brian.becker2@edwardjones.com,,Salesforce
11164251,Inactive Investor,Michael Mangin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10854613,Inactive Investor,Larry Goddard,,"LaSalle St Securities, L.L.C. Oklahoma City OK 204 N Robinson Ave",ngoddard@lasallest.com,,Salesforce
11122487,Inactive Investor,Dan Peng,,Goldman Sachs & Co.,,,Salesforce
10909839,Inactive Investor,William Hoefer,,"Osaic Wealth, Inc. Minneapolis MN 12610 42nd Pl N",,,Salesforce
9556690,,Hussain Almostaneer,,,asam6@outlook.com,,List import
229240,, -,,[[Unknown]],tchomes6@gmail.com,,
11128083,Inactive Investor,Kurt Anders,Financial Professional,LPL Financial LLC Ft Collins CO Private Residence,kurt.anders@lpl.com,,Salesforce
9592311,,Ricardo Kaufmann,,,ricardo.kaufmann@jsafrasarasin.com,,List import
10923609,Inactive Investor,Nathan Buth,,CIBC World Markets Corp. Chicago IL 181 W Madison St,nathan.buth@cibc.com,,Salesforce
11043573,Inactive Investor,Joseph Bonifazio,,"David Lerner Associates, Inc.",joseph.bonifazio@davidlerner.com,,Salesforce
9623930,,Timon Mitrakas,,,timon@mitrakas.net,,List import
10647611,,Robert Hart,,,robert.hart@wellsfargoadvisors.com,,List Import
10802366,Inactive Investor,Marc Wheeler,Partner;Vice President,"Centaurus Financial, Inc. Littleton CO 9335 Commerce Center St",,,Salesforce
740,,,,,jebanglin250@gmail.com,,
11191446,Inactive Investor,Stephanie Smith,Family Wealth Strategist,TFO Wealth Partners,ssmith@tfowealth.com,,Salesforce
11053772,Inactive Investor,Steven Curren,,State Farm VP Management Corp. West Des Moines IA 1332 Grand Ave,,,Salesforce
10761508,Inactive Investor,Gregory Beckman,Financial Advisor,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",gregory.e.beckman@wellsfargoadvisors.com,,Salesforce
11154342,Inactive Investor,Jastin Vidal,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,jvidal@primerica.com,,Salesforce
10759766,Inactive Investor,Michael Jeppson,Managing Director;Managing Member;Regulatory Contact,"Jeppson Wealth Management, LLC",michael@jeppson-wealth.com,,Salesforce
10760374,Inactive Investor,Gregory Fleming,Financial Advisor,Edward Jones Keokuk IA 608 Main St,greg.fleming@edwardjones.com,,Salesforce
10780265,Inactive Investor,John Lerner,Financial Advisor,"Wells Fargo Clearing Services, LLC Croton on Hudson NY 50 Maple St",john.lerner@wellsfargo.com,,Salesforce
11228542,Inactive Investor,John Koh,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Whittier CA 13417 Telegraph Rd,john.koh@jpmorgan.com,,Salesforce
10903471,Inactive Investor,Laura Lommler,Financial Advisor,Edward Jones Bangor ME 88 Hammond St,lori.lommler@edwardjones.com,,Salesforce
11205231,Inactive Investor,Blake Chambers,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",blake.chambers@prudential.com,,Salesforce
11203613,Inactive Investor,Jordan Evans,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,jordan.evans@fmr.com,,Salesforce
179933,,Niren Kulur,,[Unknown],nirenmk@gmail.com,,Other
10820422,Inactive Investor,Timothy Trimble,Client Service Associate,Citigroup Global Markets Inc. Washington DC 5700 Connecticut Ave NW,timothy.l.trimble@citigroup.com,,Salesforce
9587528,,Kaushik Saha,,,goldenflamesindia@gmail.com,,List import
10835922,Inactive Investor,Seth Goldberg,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",seth.goldberg@wellsfargoadvisors.com,,Salesforce
10975656,Inactive Investor,Justin Marabeas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11001359,Inactive Investor,Aaron Villegas,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,aaronvillegas@statefarm.com,,Salesforce
10905569,Inactive Investor,Raymond Menna,,Verity Asset Management,rmenna@verityinvest.com,,Salesforce
9613665,,Thomas L Holmes Jr,,,thomasholmes@hotmail.com,,List import
11096727,Inactive Investor,James Rosenbloom,,Cetera Advisor Networks LLC Metairie LA 3445 N Causeway Blvd,,,Salesforce
10894306,Inactive Investor,Jodi Perry,,"Raymond James Financial Services, Inc.",jodi.perry@raymondjames.com,,Salesforce
2593373,,jay dion,,,jrdion82588@gmail.com,,
10806594,Inactive Investor,Wade Heidmann,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",wade_heidmann@ml.com,,Salesforce
9589077,,Mathu Mathu,,,mmathu@navyfederal.org,,List import
9613374,,Mark Vincent,,,mvincent@stonebrookcapital.com,,List import
8480891,,Tyler Pugliese,,NewSquare Capital,tpugliese@newsquarecapital.com,(610) 325-5911,List Import
10899050,Inactive Investor,Ira Kallish,Associate Franchise Consultant;Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 4151 Ashford Dunwoody Rd NE",scott.kallish@ampf.com,,Salesforce
9614728,,howard bonds,,,howard.bonds@hotmail.com,,List import
6293773,,Nelson Amoah,,,nelsonamoah15@icloud.com,,Web Form Fillout
11099645,Inactive Investor,Bradley Malm,Member,Iron Horse Financial Services LLC,malmb@ironhorsefinancialservices.com,,Salesforce
9597175,,Darran Duncan,,,envisionuinted33@gmail.com,,List import
9565484,,Hamdan Hamzah,,,hamdanhamzah086@gmail.com,,List import
10817738,Inactive Investor,Benjamin Bartel,,Mutual of America Securities LLC Minneapolis MN 8300 Norman Center Dr,ben.bartel@mutualofamerica.com,,Salesforce
11030764,Inactive Investor,Jackie Weimer,,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",,,Salesforce
10992594,Inactive Investor,Jelord Henderson,,PFS Investments Inc. Lombard IL 55 W 22nd St,,,Salesforce
11230861,Inactive Investor,Angela Hall,Financial Advisor;Wealth Planner,LPL Financial LLC Burlington NC 2006 S Church St,,,Salesforce
9561100,,Kinsey Lee,,,kilee@lincolninvestment.com,,List import
9895543,,Peter Stout,,,vidoqa@mailinator.com,,Web Form Fillout
10914248,Inactive Investor,Alyssa Roberts,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10916946,Inactive Investor,Lynn Jacobowski,,"The Leaders Group, Inc.",lynn.jacobowski@leadersgroup.net,,Salesforce
9549193,,Adam Chorley,,,adamchorley@rocketmail.com,,List import
10974901,Inactive Investor,Alberto Payan,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10646285,,Austin Mcstraw,,,austin.mcstraw@lpl.com,,List Import
11010464,Inactive Investor,Priya Anand,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",priya.anand@ml.com,,Salesforce
11000112,Inactive Investor,Avery Sawyer,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,,,Salesforce
11237204,Inactive Investor,Jack Faerber,Wealth Advisor,Kavar Capital Partners,jack@kavarcapital.com,,Salesforce
348867,,Nathan Madill,President,Jmr Financial Group,nathan@jmrfg.com,715-392-0202,Manual List Upload
11183754,Inactive Investor,Sharon Goodfellow,,"Cadaret, Grant & Co., Inc.",sgoodfellow@cadaretgrant.com,,Salesforce
9597408,,Michael Rubino,,,mrubino@cfiemail.com,,List import
11141223,Inactive Investor,Katherine Buckley,Field Support Governance Specialist,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",katherine.buckley@wellsfargoadvisors.com,,Salesforce
11053565,Inactive Investor,Scott Dawson,Financial Planner;Managing Member;Partner,Mosher Financial Advisors LLC,scott@mosheradvisors.com,,Salesforce
10640761,,JBM Wegman,,,jeske.nxt@gmail.com,,Web Form Fillout
10807071,Inactive Investor,Frank Tucek,Senior Portfolio Analyst;Vice President,Rockefeller Financial LLC,ftucek@rockco.com,,Salesforce
10765320,Inactive Investor,Jessica Lang,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jessica.lang@ml.com,,Salesforce
163882,,William Hites,,[Unknown],williamhites@gmail.com,,Paid Social
10752709,Inactive Investor,Robert Crady,Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,rcrady@rwbaird.com,,Salesforce
11125528,Inactive Investor,Douglas Justice,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",douglas_justice@ml.com,,Salesforce
10993387,Inactive Investor,Joseph Rayburn,Advisor,"Vista Capital Partners, Inc.",,,Salesforce
11137876,Inactive Investor,Michael Sorensen,,"FBL Marketing Services, LLC Gunnison UT 97 S Main St",michael.sorensen@fblfinancial.com,,Salesforce
9541820,,Omar Sobhi,,,omarsobhi96@gmail.com,,List import
11229524,Inactive Investor,Alyssa Jo Chance,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10466076,,Giorgio Yamamoto,,,gh_pechi@yahoo.co.jp,,Web Form Fillout
11085974,Inactive Investor,Phillip Banta,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,pbanta@rwbaird.com,,Salesforce
10902363,Inactive Investor,Joseph Robertson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9644356,,Jordan Gilmartin,,,jordan.gilmartin@yahoo.com,,List import
11139347,Inactive Investor,Marina Tudela,Vice President,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",marina.tudela@alexbrown.com,,Salesforce
10982669,Inactive Investor,Stephen Strinni,,Cetera Investment Services LLC Alton IL 2850 Homer Adams Pkwy,,,Salesforce
11052045,Inactive Investor,Lucyna Nixon,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,lucyna.b.nixon@jpmorgan.com,,Salesforce
11135318,Inactive Investor,Gregory Blake,Managing Member,"TritonPoint Wealth, LLC",,,Salesforce
9643651,,Nicholas Donaldson,,,nick@investmentfp.com,,List import
246160,,Not Provided,,Data Designs,debra.fulton@gmail.com,,Manual List Upload
10971169,Inactive Investor,Edward Hwee,,J.P. Morgan Securities LLC Fresh Meadows NY 18715 Union Tpke,edward.hwee@jpmorgan.com,,Salesforce
11020311,Inactive Investor,Andrea Barraza,,J.P. Morgan Securities LLC Grand Prairie TX 3980 S Carrier Pkwy,,,Salesforce
9634947,,John Boyton,,,john.boyton@ingeniousmedia.co.uk,,List import
226569,,Mark -,,[[Unknown]],markjhitchcock@gmail.com,,Initial Salesforce Import
10899424,Inactive Investor,Hans Olrik,Client Service Associate,Morgan Stanley Westport CT 500 Post Road E,hans.olrik@morganstanley.com,,Salesforce
11066403,Inactive Investor,David Ramsey,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,david.ramsey@primerica.com,,Salesforce
11041576,Inactive Investor,Allison Driscoll,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",allison.driscoll@ml.com,,Salesforce
10760249,Inactive Investor,Timothy Cusack,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",timothy.cusack@wellsfargoadvisors.com,,Salesforce
10424051,,Cyril Fox,,,bondyfox1@gmail.com,,Web Form Fillout
11029558,Inactive Investor,James Kaiser,,"Northwestern Mutual Investment Services, LLC Bozeman MT 1276 N 15th Ave",james.kaiser@nm.com,,Salesforce
11059285,Inactive Investor,Samuel Frankfort,Partner;Wealth Advisor,Corient Houston TX 2929 Allen Pkwy,david.frankfort@corient.com,,Salesforce
10847612,Inactive Investor,Todd Reuber,,"Kestra Investment Services, LLC Peoria IL 412 SW Washington St",,,Salesforce
10937680,Inactive Investor,Ogden Hilliard,,Fidelity Brokerage Services LLC Lexington KY 161 Lexington Green Cir,,,Salesforce
10815685,Inactive Investor,John Nash,,Cetera Advisor Networks LLC Danville CA 871 Richard Ln,nashj@ceteranetworks.com,,Salesforce
10861229,Inactive Investor,Michael Clark,Assistant Vice President;Associate Financial Advisor,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,mtclark@rwbaird.com,,Salesforce
11205020,Inactive Investor,Alan Lazzara,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Villa Park IL 1 Parkview Plz",alan.lazzara@raymondjames.com,,Salesforce
198820,,Les DeFelice,,[Unknown],ldefelice@visitingangels.com,,Direct
10850717,Inactive Investor,Jason Miller,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9555013,,Fany Hirales,,,fhirales@sagepointadvisor.com,,List import
9608585,,daniel manning,,,dmanning1988.dm@gmail.com,,List import
11235297,Inactive Investor,Alex Manolakos,Wealth Advisor,Benchmark Financial Wealth Advisors LLC,amanolakos@benchmarkfinancial.info,,Salesforce
10991306,Inactive Investor,Thomas Mooney,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",thomas.mooney@nm.com,,Salesforce
65168,,George Heathcote,,"Transamerica Financial Advisors, Inc",george.heathcote@transamerica.com,608-276-6060,
9644310,,Edward Zane,,,edwardzane57@gmail.com,,List import
223355,,Bruce Mcguire,CEO,Greenwich Economic Forum,bruce@thegeforum.com,,
10510679,,Peggy Vena,Managing Director,Citi,peggy.vena@citi.com,,List Import
9565492,,Charles Wayne,,,charleswayne@financialguide.com,,List import
11096487,Inactive Investor,Dana Pierce,Financial Planning Manager;Relationship Manager,Merit Financial Advisors,dpierce@meritfa.com,,Salesforce
10357155,,Bobbie Maxwell,,,maxwellcleaningsolutions@yahoo.com,,Web Form Fillout
10789514,Inactive Investor,Joseph Ryan,Managing Director,Citigroup Global Markets Inc.,,,Salesforce
9543359,,Brian Hinson,,,bhinson@bridgeworthfinancial.com,,List import
10976982,Inactive Investor,Attila Zalavary,,NYLIFE Securities LLC,azalavary@ft.newyorklife.com,,Salesforce
10819046,Inactive Investor,Paul Orend,President,"Orend Investment Management, Inc.",,,Salesforce
10945938,Inactive Investor,Christopher Parker,Financial Advisor,Edward Jones Grandville MI 4130 Del Mar Dr SW,,,Salesforce
11026307,Inactive Investor,David Paul,,Stirlingshire Investments,,,Salesforce
11013400,Inactive Investor,Isaih Levengood,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10988855,Inactive Investor,Timothy Mcintosh,,"Sanctuary Securities, Inc. Southlake TX 601 State St",tmcintosh@sanctuarywealth.com,,Salesforce
234500,, -,,[[Unknown]],jack.minkyu.oh@gmail.com,,
9648238,,Natasha Hill,,,natashakhill@gmail.com,,List import
11116683,Inactive Investor,Elizabeth Birulin,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,elizabeth.birulin@primerica.com,,Salesforce
11056519,Inactive Investor,Megann Murphy,,PFS Investments Inc. Humboldt SD 122 S Main St,megannamurphy@primerica.com,,Salesforce
11207974,Inactive Investor,Michael Moran,Chief Compliance Officer;Financial Advisor,Miami Valley Portfolio Management Inc,mike@behnkenfinancial.com,,Salesforce
11217855,,Susan Biederstedt,,,susan.biederstedt@jpmorgan.com,,List Import
10873129,Inactive Investor,Gabriel Hoffman,Chief Compliance Officer;Chief Operating Officer;Co-Founder,"Taylor Hoffman Wealth Management, LLC",gabe.hoffman@taylorhoffman.com,,Salesforce
10974571,Inactive Investor,Ethan Van Eck,Senior Director,"First Citizens Investor Services, Inc. Fort Lauderdale FL 6555 N Federal Hwy",,,Salesforce
10883211,Inactive Investor,Everett Ferguson,Partner,Financial Transparency Abilene TX 302 Pine St,,,Salesforce
9576529,,DUSTIN KOUFMAN,,,dkoufman@firsthorizon.com,,List import
351660,,Cherie Tong,Financial Analyst,Polunin Capital Partners Limited,cherie@polunin.com,442-078-248800,Manual List Upload
11037039,Inactive Investor,Chester Chappell,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
11042829,Inactive Investor,Edward Schweitzer,Chief Compliance Officer;Founder;Managing Member;President,Freedom Capital Management,eschweitzer@freedomcapmanagement.com,,Salesforce
10885870,Inactive Investor,Maximilian Hamburger,Advisor Consultant;Vice President,Neuberger Berman BD LLC,maximilian.hamburger@nb.com,,Salesforce
11049169,Inactive Investor,Jonathan Rhoades,,"MML Investors Services, LLC Mercer Island WA 7853 SE 27th St",jrhoades@financialguide.com,,Salesforce
10879375,Inactive Investor,Charles Glenn,,Cetera Investment Services LLC Mooresville NC 165 Williamson Rd,,,Salesforce
9555266,,Emanuel Lopez,,,informaciondorada8@gmail.com,,List import
10789086,Inactive Investor,Ronald Schmitt,National Sales Director,PFS Investments Inc. New Rochelle NY 10 Division St S,rschmittsr.ww553@primerica.com,,Salesforce
10911404,Inactive Investor,Jennifer Vinciguerra,,"Northwestern Mutual Investment Services, LLC Jamison PA 2500 York Rd",jennifer.vinciguerra@nm.com,,Salesforce
10835889,Inactive Investor,Gayle Bullock,Executive Director;Financial Advisor;Investing with Impact Director;Lending Specialist;Senior Portfolio Management Director,Morgan Stanley Newport Beach CA 800 Newport Center Dr,gayle.bullock@morganstanley.com,,Salesforce
10786465,Inactive Investor,Brian Woodruff,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
10895170,Inactive Investor,Kimberly Shelton,,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",kim.shelton@rbc.com,,Salesforce
9580302,,James Hamilton,,,james.hamilton@usaa.com,,List import
11012130,Inactive Investor,Brandon Lamb,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,bjlamb@ft.newyorklife.com,,Salesforce
10795396,Inactive Investor,John Ahart,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.ahart@morganstanley.com,,Salesforce
7183,,jeffrey Mogalian,,[[Unknown]],jmogalian@yahoo.com,,Initial Salesforce Import
222475,,Chris Connolly,,[Unknown],cconnolly626@gmail.com,,
11139456,Inactive Investor,Ursula McCarthy Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 1000 Germantown Pike",ursula.s.johnson@ampf.com,,Salesforce
10902586,Inactive Investor,Brett Halley,Chief Investment Officer;Founding Partner,Private Wealth Asset Management West Des Moines IA 315 5th St,bretth@privatewealth.com,,Salesforce
11110520,Inactive Investor,Molly Wurst,Senior Compliance Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",molly.wurst@rbc.com,,Salesforce
10835076,Inactive Investor,Richard Farley,Financial Advisor,Morgan Stanley Eugene OR 975 Oak St,richard.farley@morganstanley.com,,Salesforce
9587136,,Robert Arbon,,,rob.arbon@transamerica.com,,List import
9566847,,Rayford Black,,,ray.bla1964@yahoo.com,,List import
211280,,Lucas Ferrer,Analyst,AGL,lcferrer13@gmail.com,,Content
10656829,,Kenneth Shotsberger,,,kenneth.shotsberger@equitable.com,,List Import
153033,,clay rodgers,,[Unknown],clayrod@gmail.com,,Advertising
9574833,,Richard Peterson,,,rich.peterson@mutualsecurities.com,,List import
11169962,Inactive Investor,Jennifer Solimine,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jennifer.solimine@jpmorgan.com,,Salesforce
9633066,,Elisa Pantou,,,pantou@gmail.com,,List import
10781137,Inactive Investor,Nancy Funk,,Cetera Financial Specialists LLC Cockeysville MD Private Residence,nancy.funk@ceterafs.com,,Salesforce
11029714,Inactive Investor,Suellen Eichman,,"Farmers Financial Solutions, LLC Rancho Santa Fe CA 16236 San Dieguito Rd",seichman@farmersagent.com,,Salesforce
10808638,Inactive Investor,Blake Parker,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,blake.parker@morganstanley.com,,Salesforce
10970417,Inactive Investor,James Judd,Division Leader;Representative,PFS Investments Inc. Killeen TX 217 E Avenue D,james.judd@primerica.com,,Salesforce
11023543,Inactive Investor,Jonathon Murphy,,"Bankers Life Securities, Inc. Lexington KY 2480 Fortune Dr",jonathon.murphy@bankerslife.com,,Salesforce
10830475,Inactive Investor,Ronald Dickey,,Cetera Advisors LLC Fairview Heights IL 6001 Old Collinsville Rd,,,Salesforce
10612629,,Neil Palazzo,"Financial Advisor, Managing Director",,neil.palazzo@ampf.com,,List Import
11050066,Inactive Investor,Edward Loftice,Financial Coach;Investment Advisor Representative;Senior Vice President,Montgomery Financial Sykesville MD 2028 Liberty Rd,eloftice@mfswealth.com,,Salesforce
10910934,Inactive Investor,Alysa Skiles,Associate Financial Advisor,"Ameriprise Financial Services, LLC Gulf Breeze FL 3044 Gulf Breeze Pkwy",alysa.chesnut@ampf.com,,Salesforce
10606539,,Taylor Ridgway,Relationship Manager,UBS Financial Services Inc.,taylor.ridgway@ubs.com,212-713-9546,List Import
195066,,Eddie Hardimon,,[Unknown],hardimon.eddie@my.occ.edu,,source
9627667,,Matthew Johnson,,,matt.johnson@lpl.com,,List import
11088688,Inactive Investor,Caroline Robinson,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",caroline.robinson@nm.com,,Salesforce
11190166,Inactive Investor,Chris Fanto,Financial Advisor,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",chris.fanto@prudential.com,,Salesforce
11051189,Inactive Investor,Alexander Schams,Financial Advisor,Edward Jones Cayucos CA 241 S Ocean Ave,,,Salesforce
10794338,Inactive Investor,Eric Barber,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",eric.barber@nm.com,,Salesforce
6987672,,Md Rakib,,,rakib765molla@gmail.com,,Web Form Fillout
9632894,,Emmanuel Chesnais,,,edc38@columbia.edu,,List import
10612042,,Aaron Hall,"Financial Advisor, Vice President",,aaron.e.hall@morganstanley.com,,List Import
9562108,,James Newman,,,jnewman@lincolninvestment.com,,List import
10795276,Inactive Investor,Shoba Sriaiyer,Financial Advisor,UBS Financial Services Inc. Seattle WA 925 4th Ave,shoba.sriaiyer@ubs.com,,Salesforce
343707,,Ryan Ujazdowski,Senior Associate,Newbury Partners Llc,ujazdowski@newbury-partners.com,203-428-3600,Manual List Upload
10947484,Inactive Investor,Omid Sattarian,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 1375 E 9th St",omid.sattarian@bofa.com,,Salesforce
10978389,Inactive Investor,Roberta Barrett,,"MML Investors Services, LLC Charleston SC 40 Calhoun St",robertabarrett@financialguide.com,,Salesforce
11106309,Inactive Investor,Richard Wright,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashua NH 213 Daniel Webster Hwy",richard.wright@ml.com,,Salesforce
214252,,Keith Dawson,,not applicable,keithdawson5@gmail.com,9144840944,
10982109,Inactive Investor,Roxanne Salmon,,J.P. Morgan Securities LLC Pendleton IN Private Residence,roxanne.salmon@jpmorgan.com,,Salesforce
11074591,Inactive Investor,William Taylor,,LPL Financial LLC Murfreesboro TN 805 S Church St,bill.h.taylor@lpl.com,,Salesforce
11156733,Inactive Investor,Chris Vane,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,christopher.vane@morganstanley.com,,Salesforce
9582865,,Adri Guha,,,aguha@apmcap.com,,List import
10782931,Inactive Investor,Brent Cannata,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brent.cannata@fidelity.com,,Salesforce
10825303,Inactive Investor,Timothy Dilley,,"Avantax Investment Services, Inc. Wenatchee WA 175 E Penny Rd",,,Salesforce
10943540,Inactive Investor,Nicholas Demoran,Financial Advisor,"Raymond James & Associates, Inc. Tupelo MS 322 W Main St",nick.demoran@raymondjames.com,,Salesforce
9624630,,Steve Nordaker,,,snordaker@aol.com,,List import
10838113,Inactive Investor,Brian Marshall,Director - Senior Portfolio Management;Executive Director;Family Wealth Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,brian.marshall@morganstanley.com,,Salesforce
11028718,Inactive Investor,Bryce Britton,,Country Capital Management Company Beaverton OR 11290 SW Center St,bryce.britton@countryfinancial.com,,Salesforce
9597503,,Evan Pemberton,,,epemberton@maplecapital.com,,List import
10851325,Inactive Investor,Brian Thomson,,State Farm VP Management Corp. Alexandria LA 1512 Texas Ave,,,Salesforce
9636737,,Matthew Miller,,,matthew.miller@stokerostler.com,,List import
10809348,Inactive Investor,Richard Zhao,,Morgan Stanley New York NY 1 New York Plz,richard.zhao@morganstanley.com,,Salesforce
10899330,Inactive Investor,David Darst,Chief Investment Officer;Managing Director,"Americana Partners, LLC",ddarst@americanapartners.com,,Salesforce
10911396,Inactive Investor,Ronald Granberg,Chief Compliance Officer;Founder;Managing Member;Principal,Clearwater Investment Management LLC,ron@clearwaterinvest.com,,Salesforce
10810768,Inactive Investor,Nico March,,LPL Financial LLC Wheatland WY Private Residence,nico.march@lpl.com,,Salesforce
10981238,Inactive Investor,Drew Faloon,Financial Advisor,"Intrepid Wealth Partners, LLC Melbourne Beach FL Private Residence",drew@intrepidwealthpartners.com,,Salesforce
10977192,Inactive Investor,Kevin Catuna,,"Wells Fargo Clearing Services, LLC Glendale AZ 6695 W Bell Rd",,,Salesforce
11200702,Inactive Investor,Timothy Mollak,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",tim.mollak@aviorwealth.com,,Salesforce
10756287,Inactive Investor,Kevin Miller,Branch Manager,LPL Financial LLC Reading PA 1408 Penn Ave,kevin.miller@lpl.com,,Salesforce
10489584,,Marc Holzhauer,,Fisher Investments,mholzhauer@rollins.edu,,List Import
10825670,Inactive Investor,Jenna Witherbee,,LPL Financial LLC Minneapolis MN 7400 Metro Blvd,jenna.carlen@lpl.com,,Salesforce
11213454,Inactive Investor,Napoleon Amancio,,"Transamerica Financial Advisors, Inc Minneapolis MN 7300 Metro Blvd",napoleon.amancio@tfaconnect.com,,Salesforce
9551155,,Michael Levenberg,,,mlevenberg@llrpartners.com,,List import
11121923,Inactive Investor,Thomas Curtin,Financial Advisor,LPL Financial LLC Alford MA Private Residence,thomas.curtin@lpl.com,,Salesforce
10996150,Inactive Investor,Justin Anisimow,,J.P. Morgan Securities LLC Broomfield CO 4580 W 121st Ave,,,Salesforce
11169999,Inactive Investor,James Rose,,LPL Financial LLC Tupelo MS 209 Troy St,jim.rose@lpl.com,,Salesforce
10772870,Inactive Investor,Melanie Darrow,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",melanie_darrow@ml.com,,Salesforce
9599138,,Nathaniel Demeo,,,ndemeo@wipflifinancial.com,,List import
11001303,Inactive Investor,Prasad Subramaniam,,"Kotak Mahindra, Inc.",prasad.subramaniam@kotak.com,,Salesforce
10889036,Inactive Investor,Patricia Marlow,Financial Planner;Portfolio Manager,"Centaurus Financial, Inc. Seattle WA 4800 S 188th St",pmarlow@cfiemail.com,,Salesforce
10918426,Inactive Investor,John Meyer,Chief Investment Officer;Investment Advisor;Portfolio Manager;President;Senior Analyst,Monarch Capital Management Inc,johnm@monarchcapitalmgmt.com,,Salesforce
11142118,Inactive Investor,Whitney Rahnn,,PFS Investments Inc. Meridian ID 1404 N Main St,wrahnn@primerica.com,,Salesforce
11015567,Inactive Investor,Jennifer Lakman,,Edward Jones Ogden UT 2650 Washington Blvd,,,Salesforce
10801973,Inactive Investor,Mark Brackett,Financial Advisor;First Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,mark.brackett@morganstanley.com,,Salesforce
11103639,Inactive Investor,Darren Horejsi,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,darren.horejsi@lpl.com,,Salesforce
10769398,Inactive Investor,Dorothy Reisner,,"Wells Fargo Clearing Services, LLC Cheyenne WY 1904 Warren Ave",dorothy.reisner@wellsfargoadvisors.com,,Salesforce
10855466,Inactive Investor,Eric Quenemoen,,Edward Jones Scottsdale AZ Private Residence,,,Salesforce
10753874,Inactive Investor,Danny Dadamo,,"Avantax Investment Services, Inc. Harrison NY 83 Calvert St",,,Salesforce
9597682,,Carla Wright,,,carla@signalsecurities.com,,List import
10853759,Inactive Investor,Javier Candelario Gonzale,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
9572049,,Scott Riker,,,scott.riker@gmail.com,,List import
11141324,Inactive Investor,Donald Fortney,Financial Advisor,Money Concepts Capital Corp Grafton WI 1230 Cheyenne Ave,dfortney@moneyconcepts.com,,Salesforce
10786073,Inactive Investor,Miles Jones,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,miles.jones@fidelity.com,,Salesforce
10867305,Inactive Investor,Marshall Gudgel,,PFS Investments Inc. Tulsa OK 7666 E 61st St,marshall.gudgel@primerica.com,,Salesforce
10894558,Inactive Investor,Robert Harris,President,"Harris Financial Services, Inc. Oshkosh WI 420 S Koeller St",,,Salesforce
11145214,Inactive Investor,Douglas Stob,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Holland MI 321 Settlers Rd",danglas.stob@wellsfargoadvisors.com,,Salesforce
9579838,,Michael Dzialo,,,michael@map-email.com,,List Import
11059956,Inactive Investor,Benjamin Zheng,,NYLIFE Securities LLC Evans GA Private Residence,bmzheng@ft.newyorklife.com,,Salesforce
46883,,Richard Walker,Investment Advisor Representative,Managed Financial Services Corp Inc,rhwalker@managedfinancial.com,281-880-7200,
237974,, -,,[[Unknown]],tall_dave@hotmail.com,,
10851889,Inactive Investor,Michael Gauss,Financial Advisor,LPL Financial LLC Louisville KY 8134 New la Grange Rd,michael.gauss@lpl.com,,Salesforce
11108723,Inactive Investor,Michael Rivera,,LPL Financial LLC Houston TX 13201 Northwest Fwy,michael.rivera@lpl.com,,Salesforce
10989263,Inactive Investor,Laura Edwards,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10952632,Inactive Investor,Mechell Bakich,,"Empower Financial Services, Inc",,,Salesforce
9608409,,Andrew Range,,,andrewrange@hotmail.co.uk,,List import
10932937,Inactive Investor,Dennis Rankowitz,,"Raymond James Financial Services, Inc. Charlotte NC 7615 Colony Rd",dennis.rankowitz@raymondjames.com,,Salesforce
9544702,,diane tran,,,diane11900@yahoo.com,,List import
11087391,Inactive Investor,Michael Gray,,PFS Investments Inc. West Roxbury MA 5192 Washington St,michael.gray@primerica.com,,Salesforce
9641388,,Benjamin Shannon,,,bshannon@broadviewgroup.com,,List import
10774823,Inactive Investor,Christopher Hurley,,Citigroup Global Markets Inc. West Palm Beach FL 777 S Flagler Dr,,,Salesforce
11129713,Inactive Investor,Sonam Khare,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,sonam.khare@jpmorgan.com,,Salesforce
10957818,Inactive Investor,Patrick Foley,,PFS Investments Inc. Buffalo NY 1299 Union Rd,patrick.foley@primerica.com,,Salesforce
9647086,,Mary-Lou Fox,,,kategory54@protonmail.com,,List import
10780588,Inactive Investor,Huw Rose,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",huw_rose@ml.com,,Salesforce
11075315,Inactive Investor,Joseph Brown,Financial Advisor;Team Leader,Edward Jones Taylors SC 2 Hillside Dr,joseph.l.brown@edwardjones.com,,Salesforce
10484932,,Michael Doyle,"Owner, Partner, President",Legacy Harbor,mdoyle@legacyharbor.net,,List Import
11203727,Inactive Investor,Jared Fruchtman,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10781446,Inactive Investor,Richard Golod,Financial Advisor;Portfolio Management Director;Portfolio Manager,Morgan Stanley Rockville MD 702 King Farm Blvd,richard.golod@morganstanley.com,,Salesforce
10901625,Inactive Investor,Quinn Bower,Financial Advisor,Edward Jones Hanover PA 1446 Baltimore St,quinn.bower@edwardjones.com,,Salesforce
11035739,Inactive Investor,Meghan Damm,,J.P. Morgan Securities LLC Elmhurst IL 163 N York St,meghan.damm@jpmorgan.com,,Salesforce
10948025,Inactive Investor,Anthony Di Iorio,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anthony.di-iorio@jpmorgan.com,,Salesforce
10834111,Inactive Investor,Steven Hill,,Union Capital Company Leander TX Private Residence,shill@unioncapital.com,,Salesforce
10661983,,Gary Black,,,gary.black@futurefundadvisors.com,,List Import
9628856,,Jonathan Mattatia,,,jma@penta-am.ch,,List import
10808857,Inactive Investor,Douglas Dugal,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Investment Management Consultant;Senior Vic,Morgan Stanley Springfield MO 1535 E Primrose St,douglas.dugal@morganstanley.com,,Salesforce
11053369,Inactive Investor,Ryan Bird,Investment Advisor;Owner,Pioneer Advisory,ryan@pioneeradvice.com,,Salesforce
10853378,Inactive Investor,Peter Fosco,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,peter.fosco@fidelity.com,,Salesforce
11008409,Inactive Investor,Robert Cupello,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,rcupello@supremealliancellc.com,,Salesforce
11007544,Inactive Investor,Joshua Cervantes,,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",,,Salesforce
10944941,Inactive Investor,Kristin Sorensen,,State Farm VP Management Corp. Helotes TX 15050 Scenic Loop Rd,,,Salesforce
11186669,Inactive Investor,Deantae Wofford,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
242887,,Lawrence Braitman,Managing Director,Braitman &  Co.,larry@braitman.co,,Manual List Upload
10606491,,Samuel Hodgson,"Associate Wealth Manager, Vice President, Wealth Manager",Rockefeller Financial LLC,shodgson@rockco.com,332-263-9020,
10869907,Inactive Investor,Samuel Rulli,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",samuel.rulli@53.com,,Salesforce
10820170,Inactive Investor,Kyle Wick,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",kyle.wick@nm.com,,Salesforce
10489349,,Cynthia Puckett,Wealth Management Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,cynthia.taylor@ubs.com,469-440-0611,List Import
10986550,Inactive Investor,Nicholas Ring,,"GPWA, LLC Franklin TN Private Residence",nicholas@gpwealthadvisors.com,,Salesforce
11173384,Inactive Investor,Joseph Cardino,National Sales Director;Regional Leader,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,jcardino@primerica.com,,Salesforce
10824955,Inactive Investor,Brian Young,,"Osaic Wealth, Inc. Venice FL Private Residence",,,Salesforce
9571433,,Nicholas Bozzuto,,,nickbozzuto@yahoo.com,,List import
9584818,,Fadl Saadeddine,,,fadl.saadeddine@gmail.com,,List import
10999677,Inactive Investor,Kora Tucci,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
11130392,Inactive Investor,Maria Evers,,State Farm VP Management Corp. Scranton PA 2601 Birney Ave,,,Salesforce
10757267,Inactive Investor,Richard Douthat,Financial Planning Associate;Registered Associate,Morgan Stanley Lexington KY 444 E Main St,lee.douthat@morganstanley.com,,Salesforce
10980120,Inactive Investor,Rilair Louissaint,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,rlouissaint@primerica.com,,Salesforce
9575092,,Kaden Astemborski,,,astemborskikaden0@gmail.com,,List import
10999306,Inactive Investor,Crystal Coley,,Edward Jones Montgomery TX 165 Lone Star Pkwy,,,Salesforce
221839,,Margaux Avedisian,,[[Unknown]],margaux.r.a@gmail.com,,Initial Salesforce Import
11047578,Inactive Investor,Grady Jackson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Augusta GA 1450 Greene St",grady.o.jacksoniii@rbc.com,,Salesforce
9643995,,Julio Cristo,,,juzuriaga@ikalon.co,,List import
9606035,,Prabhu M Moorthy maduraimuthu,,,prabhumurthy.m@gmail.com,,List import
10756625,Inactive Investor,Jennifer Rohde,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",jrohde@ml.com,,Salesforce
11125927,Inactive Investor,Richard Donovan,Director;Risk Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10942820,Inactive Investor,Anthony Sheffield,,LPL Financial LLC Franklin TN 725 Cool Springs Blvd,,,Salesforce
10889976,Inactive Investor,David Atkins,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",david.atkins@usbank.com,,Salesforce
11092013,Inactive Investor,Lisa McGinty,,"Osaic Wealth, Inc. Mishawaka IN 3740 Edison Lakes Pkwy",,,Salesforce
11159831,Inactive Investor,Robert Bradley,Chairman;Portfolio Manager,Bradley Foster & Sargent Inc,,,Salesforce
11031587,Inactive Investor,Sarah Peter,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,speter@allianceg.com,,Salesforce
10914593,Inactive Investor,Amanda Wheeler,,Cetera Advisor Networks LLC Bryan OH 2731 State Rte 15,,,Salesforce
11145000,Inactive Investor,Frank Gretz,,"Wellington Shields & Co., LLC",frank.gretz@shieldsandco.com,,Salesforce
10805987,Inactive Investor,Randall Hiers,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,randall.hiers@morganstanley.com,,Salesforce
10778674,Inactive Investor,Jeannine Brookman,Senior Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,jeannine.brookman@ubs.com,,Salesforce
9582065,,Richard Ruderman,,,rruderman@sharedfamilyoffice.com,,List import
10975531,Inactive Investor,Brett Ohlen,,"Avantax Investment Services, Inc. Denver CO 7596 W Jewell Ave",,,Salesforce
11204345,Inactive Investor,Jacob Yashar,Financial Professional,"Pruco Securities, LLC. Los Angeles CA 12100 Wilshire Blvd",jacob.yashar@prudential.com,,Salesforce
11048590,Inactive Investor,Charles Donovan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,charles.donovan@ubs.com,,Salesforce
10818589,Inactive Investor,Jonathan Hayes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11147308,Inactive Investor,Oksana Pogrebenko,,Morgan Stanley,,,Salesforce
11254590,Inactive Investor,Justin Gore,,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",,,Salesforce
11192410,Inactive Investor,Howard Rosenbaum,,"Wells Fargo Advisors Financial Network, LLC Warren NJ 58 Mount Bethel Rd",hrosenbaum@wfafinet.com,,Salesforce
10868592,Inactive Investor,Robert Reed,,Cetera Financial Specialists LLC Yuba City CA 1650 Sierra Ave,robert.reed@ceterafs.com,,Salesforce
9545184,,Marc preston,,,mpreston@axiongroup.com,,List import
9612324,,Frédéric Parent,,,419deere@gmail.com,,List import
11108420,Inactive Investor,Albert Belanger,Financial Advisor,"Wells Fargo Clearing Services, LLC Davenport IA 5407 Victoria Ave",albert.belanger@wellsfargoadvisors.com,,Salesforce
10783802,Inactive Investor,Christian Kittrell,Co-Founder;Director;Principal;Secretary;Vice President,"Rather & Kittrell, Inc.",ckittrell@rkcapital.com,,Salesforce
11179946,Inactive Investor,Casey Camp,,"Avantax Investment Services, Inc. Lindale TX 106 E South St",,,Salesforce
243377,,Mark McCullough,Boulevard Financial,Boulevard Financial,markm@boulevardfinancial.com,,Manual List Upload
10781341,Inactive Investor,Joseph McKissack,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pleasanton CA 6200 Stoneridge Mall Rd",joe.mckissack@schwab.com,,Salesforce
11188132,Inactive Investor,Wendy Boswell,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,wendy.boswell@morganstanley.com,,Salesforce
10871687,Inactive Investor,Jason Snow,,LPL Financial LLC Carlsbad CA 8085 Paseo Arrayan,jason.snow@lpl.com,,Salesforce
11069835,Inactive Investor,Tyler Paxson,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,,,Salesforce
10961805,Inactive Investor,Jeffrey Bushlack,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9541194,,Lance Murphy,,,lanceomurphy@gmail.com,,List import
11013540,Inactive Investor,Thao Nguyen,,"Farmers Financial Solutions, LLC Garland TX 3522 W Walnut St",,,Salesforce
11157897,Inactive Investor,Timothy Weishaar,,"OneAmerica Securities, Inc.",tim.weishaar@oneamerica.com,,Salesforce
11037702,Inactive Investor,Brent Wright,Owner,Pinnacle Investment Advisors Tulsa OK 1616 E 15th St,,,Salesforce
11011689,Inactive Investor,Julia Foerster,Financial Advisor,Edward Jones Westlake Village CA 32129 Lindero Canyon Rd,julia.foerster@edwardjones.com,,Salesforce
10893446,Inactive Investor,Joaquin Lopez,,LPL Financial LLC Cranberry Township PA 2009 Mackenzie Way,,,Salesforce
11061914,Inactive Investor,Gregory Musick,Financial Advisor,"Ameriprise Financial Services, LLC San Francisco CA 44 Montgomery St",greg.c.musick@ampf.com,,Salesforce
10659994,,Kamaraj Manthlakamatchi,,,kmanthlakamatchi.21smm@primerica.com,,List Import
11052058,Inactive Investor,Jason Crouch,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rockford IL 6952 Rote Rd",,,Salesforce
166332,,Daniel Mordukhayev,,[Unknown],dannykong3@aol.com,,Direct
10997895,Inactive Investor,Anthony Perales,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
10909386,Inactive Investor,Raymond Bligh,Chief Compliance Officer;Owner;President,Bounty Management Corp,ray.bligh@bountymanagement.com,,Salesforce
10897246,Inactive Investor,Jerry Jarrett,,Cetera Investment Services LLC Hendersonville TN 1042 Glenbrook Way,,,Salesforce
142033,,Courtenay Catalfamo,Associate Planner,Lincoln Financial Advisors Corporation,courtenay.catalfamo@lfg.com,585-350-7258,
9582941,,Julia Froenicke,,,froenicke@gmail.com,,List import
11045143,Inactive Investor,Jeffrey Nome,Director - Advisory Services,"Osaic FA, Inc.",jeff.nome@lfg.com,,Salesforce
11186621,Inactive Investor,Gabriella Ryan,,J.P. Morgan Securities LLC Farmingdale NY 1745 Broadhollow Rd,,,Salesforce
9562864,,Lavneet Bansal,,,lavneet.b@zebpay.com,,List import
204995,,Hesham Khonji,Head of Treasury and Capital Markets,Bahrain Mumtalakat Holding Company,hesham.khonji@bmhc.bh, +973 175 611 11,Database Upload
11031436,Inactive Investor,Cynthia Hernandez,,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,,,Salesforce
10987506,Inactive Investor,Patrick Dorazio,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,,,Salesforce
10612251,,Frank Masri,"Financial Advisor, Managing Director - Investments",,masrist@hotmail.com,,List Import
9640982,,Daniel Klebek,,,cklebek@aol.com,,List import
11032214,Inactive Investor,Jeffrey Kachel,Chief Financial Officer;Chief Technology Officer;Principal;Regulatory Contact,Tower Bridge Advisors Conshohocken PA 101 W Elm St,jkachel@towerbridgeadvisors.com,,Salesforce
11123535,Inactive Investor,Stephanie Yang,Portfolio Manager,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",stephanie.yang@nm.com,,Salesforce
10858607,Inactive Investor,Nicholas Schubeler,Chief Compliance Officer;Chief Investment Officer;Portfolio Manager,"The Private Investment Group, Inc.",,,Salesforce
9550596,,Charmaine Earlington-Wong,,,charmaine.earlington-wong@suntrust.com,,List import
10658995,,Daniel Tresemer,,,dan.tresemer@lpl.com,,List Import
9640891,,Paul Alar,,,palar@westmountain.us,,List import
10990834,Inactive Investor,Carlos Caicedo,,PFS Investments Inc. Miami FL 7955 NW 12th St,carlosfcaicedo@primerica.com,,Salesforce
10606549,,Peter Dorfman,"Financial Advisor, Portfolio Manager, Private Wealth Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Managemen",UBS Financial Services Inc.,peter.dorfman@ubs.com,212-713-3644,List Import
10999983,Inactive Investor,Vincent Trimarco,Financial Professional,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11042550,Inactive Investor,Jacob Murphy,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",jacob.murphy@nm.com,,Salesforce
10777023,Inactive Investor,Michelle Vanover,Senior Client Specialist,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,mvanover@rwbaird.com,,Salesforce
211488,,Justin Williams,Director of Development,Humanity Forward,justin@movehumanityforward.com,,Content
11069757,Inactive Investor,Jason Duda,,"Farmers Financial Solutions, LLC Cheyenne WY 7215 Commons Cir",jduda1@farmersagent.com,,Salesforce
11015819,Inactive Investor,Kristen Lanning,Chief Compliance Officer;Investment Advisor Representative;Wealth Manager,"Pacesetter Financial Group, L.L.C.",,,Salesforce
11168266,Inactive Investor,Dylan Lafond,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,dylan.lafond@fmr.com,,Salesforce
11000394,Inactive Investor,Lucas Weis,Financial Consultant,&Partners Lake Forest IL 100 N Field Dr,lucas.weis@wfafinet.com,,Salesforce
11135344,Inactive Investor,Densel Fleming,Chief Investment Officer;Chief Wealth Officer;Investment Officer,"Marquise Wealth Management, LLC",densel.fleming@marquisewealthmanagement.com,,Salesforce
11130250,Inactive Investor,George Moore,Financial Advisor,Park Avenue Securities LLC Memphis TN 6060 Primacy Pkwy,george_moore@glic.com,,Salesforce
11009219,Inactive Investor,Elizabeth Moss,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",emoss@massmutual.com,,Salesforce
336730,,Edwin Johnston,Managing Partner,Sandhill Investment Management,emj@sandhill-im.com,716-852-0279,Manual List Upload
116177,,Robert Knous,,"Securities America Advisors, Inc.",robert.knous@securitiesamerica.com,469-363-0984,
11019988,Inactive Investor,Rick Fennell,,"Transamerica Financial Advisors, Inc Dayton OH 170 E Spring Valley Pike",rick.fennell@tfaconnect.com,,Salesforce
5742912,,Guy Dietrich,,,guydietrich@icloud.com,,Web Form Fillout
11144966,Inactive Investor,Joanne Jacobs-Perkins,Senior Registered Associate,Morgan Stanley Riverhead NY 611 E Main St,joanne.perkins@morganstanley.com,,Salesforce
347978,,Travis Foltz,Vice President,Saw Mill Capital L.l.c.,tfoltz@sawmillcapital.com,914-741-1300,Manual List Upload
10762637,Inactive Investor,Susan McGivney,,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,susan.mcgivney@ubs.com,,Salesforce
226011,, -,,[[Unknown]],fivekingscapitalstocks@protonmail.com,,Initial Salesforce Import
11067855,Inactive Investor,Forrest Bell,Financial Planner;Owner;President;Regulatory Contact;Senior Investment Advisor,Bell Investment Advisors Inc,fbell@bellinvest.com,,Salesforce
11102396,Inactive Investor,William Rosenthal,Shareholder,"Wallace Capital Management, Inc.",,,Salesforce
9614813,,Amelia Larkin,,,al124@wellesley.edu,,List import
10758829,Inactive Investor,Dawn Defreitas,,Vanguard Marketing Corporation,dawn_defreitas@vanguard.com,,Salesforce
11090811,Inactive Investor,Andrew Clark,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
10828356,Inactive Investor,Drew Saberhagen,Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,drew.saberhagen@jpmorgan.com,,Salesforce
11003075,Inactive Investor,Megan Rutherford,,"Northwestern Mutual Investment Services, LLC Fort Walton Beach FL 28B Walter Martin Rd NE",megan.rutherford@nm.com,,Salesforce
10793284,Inactive Investor,Todd Hilinski,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",todd_hilinski@ml.com,,Salesforce
9582923,,Gregory Davis,,,gdavis@difesa.com,,List import
10888737,Inactive Investor,Tiffany Harvill,Financial Advisor,Edward Jones Metairie LA 3300 W Esplanade Ave S,tiffany.harvill@edwardjones.com,,Salesforce
10828211,Inactive Investor,Donald Murphy,Co-Founder;Manager,"EverSource Wealth Advisors, LLC Birmingham AL 1121 Riverchase Office Rd",,,Salesforce
237187,, -,,[[Unknown]],c.palmer75@hotmail.com,,Paid Search
11195606,Inactive Investor,Elvis Phillips,,"Citizens Securities, Inc. Norristown PA 5 W Germantown Pike",elvis.phillips@citizensbank.com,,Salesforce
10792522,Inactive Investor,Constantin Brancov,,PlanMember Securities Corporation Downey CA 7911 Cole St,cbrancov@planmembersec.com,,Salesforce
9561275,,Hubert Danso,,,hdanso@africainvestor.com,,List import
11145243,Inactive Investor,Joseph Vignoni,Financial Advisor,"Wells Fargo Clearing Services, LLC Riverside CA 3880 Lemon St",joseph.vignoni@wellsfargoadvisors.com,,Salesforce
371653,,Duru Samuel,,Nigeria,durusamuel299@gmail.com,,Salesforce
11184554,Inactive Investor,Tinotenda Nyawata,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,,,Salesforce
10923770,Inactive Investor,Robin Aultz,,Fidelity Brokerage Services LLC,,,Salesforce
10648018,,Jacob Milder,,,jake@oakstreetinvestments.com,,List Import
10875032,Inactive Investor,Matthew Dewildt,Financial Advisor,LPL Financial LLC Indian River MI 3990 S Straits Hwy,matt.dewildt@lpl.com,,Salesforce
11127898,Inactive Investor,Elena Samofalova,,"Cambridge Investment Research, Inc. Leesburg VA 44084 Riverside Pkwy",,,Salesforce
10814684,Inactive Investor,Kirsten Sidelnyk,,PFS Investments Inc. Lisle IL 4736 Main St,kirsten.sidelnyk@primerica.com,,Salesforce
10872867,Inactive Investor,Jason Gay,,"Truist Investment Services, Inc. Gainesville GA 455 Jesse Jewell Pkwy SW",jason.gay@truist.com,,Salesforce
11239122,Inactive Investor,Bob Swartzbaugh,,sWARTZBAUGH-fARBER,bob.swartzbaugh@swartzbaugh.com,,Salesforce
10612024,,Howard Hirsch,"Executive Director - Investments, Financial Advisor",,howard.hirsch@opco.com,,List Import
10951973,Inactive Investor,David Morales,Financial Advisor,LPL Financial LLC Westchester IL 10500 W Cermak Rd,david.morales@lpl.com,,Salesforce
11106828,Inactive Investor,Jason Shlecter,Private Client Manager,"Shlecter Wealth Management, LLC",,,Salesforce
11067527,Inactive Investor,Ray Pittman,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,ray.pittman@primerica.com,,Salesforce
9545317,,Linda Wenker,,,lwenker@wisdirect.com,,List import
10840783,Inactive Investor,Kathy Trzaskoma,,"Raymond James Financial Services, Inc. Alexandria VA 1800 Diagonal Rd",kathy.trzaskoma@raymondjames.com,,Salesforce
10958099,Inactive Investor,Audrey Roth,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,aroth01@ft.newyorklife.com,,Salesforce
10892399,Inactive Investor,Christopher Wood,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
11017728,Inactive Investor,Geoffrey Kelly,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",geoffrey.kelly@nm.com,,Salesforce
11189081,Inactive Investor,Christopher Stone,,B. Riley Wealth Management Tampa FL 2901 W Busch Blvd,cstone@brileywealth.com,,Salesforce
11182280,Inactive Investor,Miranda Lazzara,Founding Partner;Partner;Wealth Advisor,PIN Wealth,mlazzara@pinboston.com,,Salesforce
10949874,Inactive Investor,Rachael Prescott,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rachael_prescott@vanguard.com,,Salesforce
10810345,Inactive Investor,Nicole Rasmussen,Director;First Vice President,Morgan Stanley San Francisco CA 555 California St,nicole.landry@morganstanley.com,,Salesforce
11181671,Inactive Investor,Mandy Goins,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,mandy.goins@fidelity.com,,Salesforce
11180270,Inactive Investor,Scott Scherrer,Branch Manager;Owner;Wealth Manager,Scherrer Financial Services Downers Grove IL 6739 Bradley Ct,,,Salesforce
11007065,Inactive Investor,Brandon Dicks,,"FBL Marketing Services, LLC Sioux City IA 308 W 28th St",brandon.dicks@fblfinancial.com,,Salesforce
11232244,Inactive Investor,Fabio Molina,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,,,Salesforce
10852766,Inactive Investor,Thomas Reichelt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",thomas.reichelt@ml.com,,Salesforce
11028404,Inactive Investor,Jeffrey Felger,,"Farmers Financial Solutions, LLC Austin TX 500 N Capital of Texas Hwy",jfelger@farmersagent.com,,Salesforce
371887,,christopher hill,,Switzerland,chill@krisken.ch,,Salesforce
9601257,,John Mckenna,,,john@embarcaderofinancial.com,,List import
10859651,Inactive Investor,Monica Littlefield,,"Avantax Investment Services, Inc. Sulphur Springs TX 101 Bill Bradford",,,Salesforce
9639037,,Michael Papadakis,,,papadakis.6@osu.edu,,List import
5998,, -,,[[Unknown]],kwiland@janney.com,,Initial Salesforce Import
11096183,Inactive Investor,James Freeman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,jim.freeman@fmr.com,,Salesforce
10890728,Inactive Investor,Alkermy Santiago,,"Empower Financial Services, Inc Brattleboro VT Private Residence",alkermy.santiago@empower.com,,Salesforce
2148660,,Charly Gay,,,charly-gay@hotmail.fr,,
10802638,Inactive Investor,Nicholas Iocco,Branch Manager,"Wells Fargo Clearing Services, LLC Marlton NJ 10000 Sagemore Dr",nicholas.iocco@wellsfargoadvisors.com,,Salesforce
10928384,Inactive Investor,Felicia McGinnis,,"Raymond James & Associates, Inc.",felicia.mcginnis@raymondjames.com,,Salesforce
11107017,Inactive Investor,Jennifer Hartman,Principal;Regulatory Contact,Greenleaf Financial Group Los Angeles CA 5900 Wilshire Blvd,,,Salesforce
11205803,Inactive Investor,Thomas Clark,Financial Advisor;Managing Partner,"Wells Fargo Advisors Financial Network, LLC Akron OH 875 N Cleveland Massillon Rd",thomas.clark@wellsfargoadvisors.com,,Salesforce
11010478,Inactive Investor,Hendry Nurjadi,Financial Advisor,"MML Investors Services, LLC Melville NY 324 S Service Rd",,,Salesforce
10972701,Inactive Investor,Stephen Riddle,,Fidelity Brokerage Services LLC Apex NC Private Residence,,,Salesforce
9543484,,Jeffery Bickley,,,sbickley@infotech.com,,List import
11104278,Inactive Investor,Luke Brown,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11147979,Inactive Investor,Michael Conover,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
321950,,Kajal Amar,Owner,Start up Business,kajal.a145@gmail.com,,Manual List Upload
11020529,Inactive Investor,Ian Sundberg,Financial Advisor,"Ameriprise Financial Services, LLC Hastings MN 800 Oak St",ian.sundberg@ampf.com,,Salesforce
10907234,Inactive Investor,William Geller,Client Service Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,william.geller@morganstanley.com,,Salesforce
11195347,Inactive Investor,Andrew Swanson,Client Service Associate,Morgan Stanley Miami FL 220 Alhambra Cir,andrew.swanson1@morganstanley.com,,Salesforce
11012152,Inactive Investor,Eli Katina,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",,,Salesforce
9590926,,Christian Urbina,,,curbina82@yahoo.com,,List import
11186791,Inactive Investor,Erica Obanyon,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,eobanyon@primerica.com,,Salesforce
11208633,Inactive Investor,Thomas Stetter,,"Horace Mann Investors, Inc. Altoona PA 912 Pleasant Valley Blvd",,,Salesforce
10958369,Inactive Investor,Jacob Mysliwiec,Preferred Program Specialist,"Fifth Third Securities, Inc. Grand Rapids MI 6210 Kalamazoo Ave SE",jacob.mysliwiec@53.com,,Salesforce
9631129,,waiyuen ng,,,waiyuen@gmail.com,,List import
11127779,Inactive Investor,Rachel Kiesel,,Vanguard Marketing Corporation,rachel_kiesel@vanguard.com,,Salesforce
11129443,Inactive Investor,Jason Thompson,Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Omaha NE 13259 Millard Ave",jason.b.thompson@wellsfargo.com,,Salesforce
10957171,Inactive Investor,Michael Deguchi,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
10797033,Inactive Investor,Melissa McCarthy,,"Raymond James Financial Services, Inc. Colorado Springs CO 540 N Cascade Ave",melissa.mccarthy@raymondjames.com,,Salesforce
10603814,,Jeffrey Strong,"Chief Investment Officer, Managing Partner, Regulatory Contact",Gilead Capital LP,jeffrey@gileadcapital.com,,List Import
11033733,Inactive Investor,Thao Tran,,"Farmers Financial Solutions, LLC Fountain Valley CA 16511 Brookhurst St",ttran9@farmersagent.com,,Salesforce
10781602,Inactive Investor,Gail Plunkett,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Dayton OH 7777 Washington Village Dr,gail.plunkett@morganstanley.com,,Salesforce
9634828,,Rick Davis,,,rdavis@pcalp.com,,List import
10921540,Inactive Investor,Shannon Rolando,Financial Advisor,Edward Jones Belle Fourche SD 1407 5th Ave,shannon.rolando@edwardjones.com,,Salesforce
11254928,Inactive Investor,Anthony Lara,Investment Advisor Representative;Managing Partner,DHL Wealth Management LLC,,,Salesforce
9642543,,William Witherell,,,bill.witherell@cumber.com,,List import
10876843,Inactive Investor,Evan Wohl,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,evan_wohl@glic.com,,Salesforce
154593,,KIM KIHYUN,,[Unknown],pacom0164@gmail.com,,Direct
11046033,Inactive Investor,Shane Stuart,,"Cambridge Investment Research, Inc. Rockford IL 4949 Harrison Ave",,,Salesforce
10978484,Inactive Investor,Chris Scott,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9608038,,qiao rui,,,1304839872@qq.com,,List import
11028735,Inactive Investor,Michael Weisman,,"Mutual Securities, Inc. Saint Louis MO 8025 Bonhomme Ave",michael.weisman@mutualsecurities.com,,Salesforce
10829372,Inactive Investor,Gregory Bonanno,,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,gregory.bonanno@jpmorgan.com,,Salesforce
9587916,,Timgs Bt,,,tgordo49@gmail.com,,List import
11203115,Inactive Investor,Gary Murphy,Senior Vice President - Financial Planning,Edelman Financial Engines Lexington KY 4383 Old Harrodsburg Rd,gmurphy@edelmanfinancialengines.com,,Salesforce
11118754,Inactive Investor,Charles McCoy,,"Truist Investment Services, Inc. Norfolk VA 2100 Colonial Ave",charles.mccoy@truist.com,,Salesforce
11260722,Inactive Investor,Travis Ronke,,Thrivent Investment Management Inc.,,,Salesforce
10868610,Inactive Investor,David Reed,,"Allstate Financial Services, LLC Katy TX 21354 Provincial Blvd",davidreed@allstate.com,,Salesforce
10922616,Inactive Investor,Dina Loomis,,"Cambridge Investment Research, Inc. Marinette WI 1820 Hall Ave",dina.loomis@cambridgesecure.com,,Salesforce
10757201,Inactive Investor,Morley Goldberg,Chief Compliance Officer;President,Dumont & Blake Investment Advisors LLC,,,Salesforce
10932258,Inactive Investor,Donald Hindes,,State Farm VP Management Corp. Bethel Park PA 5727 Library Rd,don.hindes.nfqd@statefarm.com,,Salesforce
10826616,Inactive Investor,Gregory Greenberg,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Overland Park KS 9401 Indian Creek Pkwy",greg.greenberg@stifel.com,,Salesforce
62781,,Michael Naki,Principal,Financial Advocates Investment Management,mnaki@financialadvocates.net,916-757-6933,
2668045,,Chak Piu Shek,,,shekchakbill@gmail.com,,
9547551,,Lisa Ferrier,,,lisa.k.ferrier@gmail.com,,List import
11102184,Inactive Investor,Debra Nelson,Associate,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",,,Salesforce
10839482,Inactive Investor,David Lucas,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Macon GA 577 Mulberry St",,,Salesforce
11131889,Inactive Investor,John Montgomery,Chief Operating Officer;Managing Director,"Westfield Capital Management Company, L.P.",,,Salesforce
10757772,Inactive Investor,John Trotta,Owner;Principal,"Financial Advisor Network, Inc. Farmingdale NY 1111 Broadhollow Rd",,,Salesforce
9627952,,Corina Scheuren,,,corina.scheuren@mmc.com,,List import
9550887,,christina biel,,,christina.katherine@gmail.com,,List import
11174964,Inactive Investor,Edward Plachter,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,edward.plachter@morganstanley.com,,Salesforce
10874203,Inactive Investor,Tyler Mangum,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,tmangum@lincolninvestment.com,,Salesforce
11217862,,Ethan Yost,,,ethan.yost@jpmorgan.com,,List Import
11081775,Inactive Investor,Charles Roberts,,LPL Financial LLC Watkinsville GA 3651 Mars Hill Rd,charles.roberts@lpl.com,,Salesforce
11062135,Inactive Investor,Joseph Heitkamp,Financial Planner,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,joseph.heitkamp@lpl.com,,Salesforce
10981685,Inactive Investor,Sarah Rice,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11087083,Inactive Investor,George Simon,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;President,European Family Office Institute LLC.,,,Salesforce
9584042,,Andrew McCarville,,,a.mccarville@fi.com,,List import
11139695,Inactive Investor,Julie Reynolds,Paraplanner,"Ameriprise Financial Services, LLC Fort Wayne IN 409 E Cook Rd",julie.reynolds@ampf.com,,Salesforce
9563695,,Dov Koren,,,dov@unilogic.com,,List import
10785532,Inactive Investor,Lori Morgan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lori.morgan@fidelity.com,,Salesforce
11041999,Inactive Investor,Nicole Riley,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11254829,Inactive Investor,Evan Brockmeier,Financial Advisor,Commonwealth Financial Services,evan.brockmeier@cfswv.com,,Salesforce
9581884,,evelio -,,,dreveliogaglio@hotmail.com,,List import
9609138,,Cindy chan,,,coinuprohk@gmail.com,,List import
348634,,Erin Manganello,"Principal, Senior Wealth Advisor","The Colony Group, LLC",emanganello@thecolonygroup.com,,
11186000,Inactive Investor,Nicholas Altenburger,,Fidelity Brokerage Services LLC Columbia MD 10101 Twin Rivers Rd,nicholas.altenburger@fidelity.com,,Salesforce
11127530,Inactive Investor,Patrick Scully,,"Osaic Wealth, Inc. Holyoke MA 59 Bobala Rd",,,Salesforce
10835239,Inactive Investor,Holly Muth,Financial Advisor,Edward Jones Roscoe IL 5302 Williams Dr,holly.muth@edwardjones.com,,Salesforce
10839367,Inactive Investor,Morgan Marvelli,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,morgan_marvelli@vanguard.com,,Salesforce
11110733,Inactive Investor,Jonathan Schomberg,Private Wealth Advisor,"Ameriprise Financial Services, LLC Eagle WI 115 E Main St",jonathan.h.schomberg@ampf.com,,Salesforce
9597944,,Richard Paolantoanacci,,,richard.paolantonacci@qube-rt.com,,List import
9608885,,Christopher Tolk,,,tolkworks@icloud.com,,List import
10867998,Inactive Investor,William Combs,Financial Advisor,Edward Jones Collinsville IL 1604 Eastport Plaza Dr,wmscott.combs@edwardjones.com,,Salesforce
9637661,,Jim Foster,,,jfoster@greycourt.com,,List import
10808082,Inactive Investor,James Watkinson,Branch Director;Financial Advisor;First Vice President;Vice President,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",jim.watkinson@rbc.com,,Salesforce
10775598,Inactive Investor,Todd Goldberg,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,todd.goldberg@gs.com,,Salesforce
11130748,Inactive Investor,Wilson Zarzuela,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,wilson.zarzuela@chase.com,,Salesforce
10799752,Inactive Investor,Esther Moon,Private Client Investment Associate,J.P. Morgan Securities LLC Cerritos CA 13223 South St,esther.h.moon@jpmorgan.com,,Salesforce
10834702,Inactive Investor,Cristopher Borden,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Manager;Owner,Kobo Wealth Conservancy,cborden@sfgrpc.com,,Salesforce
11171244,Inactive Investor,Uli Mueller,Financial Advisor,"Ameriprise Financial Services, LLC Greensboro NC 401 N Edgeworth St",uli.2.mueller@ampf.com,,Salesforce
335176,,Lindsay Stout,Financial Advisor,Intellicents Investment Solutions Inc,lindsay.stout@intellicents.com,507-377-2919,Manual List Upload
11137189,Inactive Investor,Tara Smith,Financial Advisor,Edward Jones Windom MN 246 9th St,tara.christensen@edwardjones.com,,Salesforce
11160926,Inactive Investor,Robert Howe,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",robert.howe@ml.com,,Salesforce
10984433,Inactive Investor,George Papanicolaou,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
11180204,Inactive Investor,Christopher Jones,Financial Advisor,Edward Jones Shawnee OK 2218 N Kickapoo Ave,chris.l.jones@edwardjones.com,,Salesforce
10863415,Inactive Investor,Jonathan Hungerford,,"Wells Fargo Advisors Financial Network, LLC Greenville SC 148 River St",jonathan.hungerford@wfafinet.com,,Salesforce
28485,,Ngo Phi,,Vietnam,ngophikhtn@gmail.com,,
11110082,Inactive Investor,Kristian Sorensen,Financial Advisor;Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",kris.sorensen@rbc.com,,Salesforce
11066106,Inactive Investor,Andrew Brandt,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",andrew.brandt@rbc.com,,Salesforce
9621263,,Aaren Hill,,,aarenlee97@gmail.com,,List import
11157135,Inactive Investor,Richard Schneider,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,richard.schneider@morganstanley.com,,Salesforce
10807562,Inactive Investor,Joshua Drummond,Financial Advisor,Edward Jones Bellingham WA 2502 Cornwall Ave,joshua.drummond@edwardjones.com,,Salesforce
10834314,Inactive Investor,James Czajkowski,Financial Professional,"Equitable Advisors, LLC Milford CT 612 Wheelers Farms Rd",james.czajkowski@equitable.com,,Salesforce
11179014,Inactive Investor,Miranda Licursi,,Commonwealth Financial Network Utica NY 2714 Genesee St,mlicursi@commonwealth.com,,Salesforce
10886532,Inactive Investor,Scott Mcadams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10999130,Inactive Investor,Nicholas Leason,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,nleason@ft.newyorklife.com,,Salesforce
231022,, -,,[[Unknown]],gao.mariot@gmail.com,,Organic Search
227432,, -,,[[Unknown]],owoeye_abiodunowoeye@yahoo.co.uk,,Organic Search
10980563,Inactive Investor,Dallin Brand,,PFS Investments Inc. Lehi UT 3300 N Triumph Blvd,,,Salesforce
10786419,Inactive Investor,Siwen Wu,,Goldman Sachs & Co.,siwen.wu@gs.com,,Salesforce
10849648,Inactive Investor,Tague Goodhue,Chief Compliance Officer;Managing Partner;Managing Principal,Pantheon Investment LLC,,,Salesforce
10979265,Inactive Investor,Ismael Tavares,,"Osaic Institutions, Inc. Fall River MA 79 N Main St",,,Salesforce
11217281,,Daniel Hogan,,,dan.hogan@schwab.com,,Other
10868654,Inactive Investor,Michael Thompson,,LPL Financial LLC North Haven CT 110 Washington Ave,michael.s.thompson@lpl.com,,Salesforce
10922049,Inactive Investor,Heather Haynes,,"Avantax Investment Services, Inc. Enid OK 110 N Independence St",,,Salesforce
10936354,Inactive Investor,Yong-Durk Lee,,"Equity Services, Inc. Fairfax VA 9990 Fairfax Blvd",ylee@nationallife.com,,Salesforce
11079453,Inactive Investor,Sabrina Abdelaaty,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",sabrina.abdelaaty@schwab.com,,Salesforce
10962494,Inactive Investor,Ronny Munoz,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",ronny.o.munoz@ampf.com,,Salesforce
10801328,Inactive Investor,Steven Goldberg,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",goldbers@stifel.com,,Salesforce
10955373,Inactive Investor,Anthony Nuzzo,,J.P. Morgan Securities LLC Valparaiso IN 2301 Calumet Ave,anthony.r.nuzzo@chase.com,,Salesforce
241708,,Abrahim Ardiansya,,[Unknown],abrahim150886@gmail.com,,source
11212630,Inactive Investor,Joseph Allard,,NYLIFE Securities LLC,jallard@ft.newyorklife.com,,Salesforce
9553571,,Robert [Unknown],,,robert.null@suntrust.com,,List import
10900482,Inactive Investor,Imran Faruqui,Private Banker;Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,imran.faruqui@jpmorgan.com,,Salesforce
11051183,Inactive Investor,Robert Alt,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
346839,,Alice Zhang,,"Performance Trust Capital Partners, Llc",azhang@performancetrust.com,312-521-1000,Manual List Upload
9564894,,Alexandra Andrews,,,alexandra.andrews@gmail.com,,List import
10788418,Inactive Investor,Michael Blankenship,,Cetera Financial Specialists LLC Collinsville VA 60 Belmont St,michael.blankenship@ceterafs.com,,Salesforce
10909047,Inactive Investor,Jenica Roffina,,Commonwealth Financial Network Warren NJ 28 Mountain Blvd,jroffina@commonwealth.com,,Salesforce
11078378,Inactive Investor,Anthony Papa,Associate Financial Advisor,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,apapa@investdavenport.com,,Salesforce
11019261,Inactive Investor,John Beville,Financial Advisor,"Pruco Securities, LLC. Marietta GA Private Residence",john.beville@prudential.com,,Salesforce
10844104,Inactive Investor,Matthew Comiskey,,"Parkland Securities, LLC Colorado Springs CO 1425 N Union Blvd",,,Salesforce
10950231,Inactive Investor,Melanie Windover,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9617775,,Song Wang,,,swang@zazove.com,,List import
9555656,,Sandie Chhabra,,,sandiechh@gmail.com,,List import
10945314,Inactive Investor,Paul Craig,Owner;Senior Vice President,"Tower Wealth Advisors, Inc.",paul.craig@towerwealthadvisors.com,,Salesforce
11000670,Inactive Investor,Austin Cory,,State Farm VP Management Corp. Chandler OK 1826 E 1st St,austin.d.cory.r6a4@statefarm.com,,Salesforce
10964387,Inactive Investor,Thomas Jean,,Country Capital Management Company McHenry IL 1391 Corporate Dr,thomas.jean@countryfinancial.com,,Salesforce
373597,,Damon Burrows,,[Unknown],damon.burrows@gmail.com,,source
11217977,,Dilyn Reynolds,,,dilyn.reynolds@jpmorgan.com,,List Import
9568094,,William Bell,,,wbell@massmutual.com,,List import
11038444,Inactive Investor,Briana Tolen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11052401,Inactive Investor,Kristi Lucero,Associate Complex Manager;Vice President,Morgan Stanley Philadelphia PA 1650 Market St,kristi.lucero@morganstanley.com,,Salesforce
11135365,Inactive Investor,Richard Irrgang,Chief Executive Officer;Director;Regulatory Contact,Equity Investment Corp,tirrgang@eicatlanta.com,,Salesforce
9644019,,Miguel Salazar,,,salazarmiguel71@gmail.com,,List import
11186651,Inactive Investor,Jennifer Le,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,jennifer.le@primerica.com,,Salesforce
11102059,Inactive Investor,Robert Melchor,,"Osaic Wealth, Inc. Wichita KS 6700 W Central Ave",rmelchor@royalaa.com,,Salesforce
11081839,Inactive Investor,Christine Fiorillo,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
11229207,Inactive Investor,Melissa Pressley,,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",melissa.pressley@raymondjames.com,,Salesforce
10993287,Inactive Investor,Genaro Fernandez,,EFG Capital International,,,Salesforce
335896,,Christopher Blakely,Partner,Nbw Capital Llc,cblakely@nbwcapital.com,617-482-2222,Manual List Upload
10975414,Inactive Investor,Steven Fodor,Regional Leader,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,steven.fodor@primerica.com,,Salesforce
10938487,Inactive Investor,Michael Jordan,Financial Advisor,Edward Jones New Braunfels TX 910 Gruene Rd,michael.jordan@edwardjones.com,,Salesforce
11161151,Inactive Investor,John Martinez,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10606470,,Chintan Shukla,Portfolio Manager,"Marshall & Sterling Wealth Advisors, Inc.",cshukla@ms-wealth.com,845-554-1046,
9633911,,Sergey Kapitonov,,,6000800@mail.ru,,List import
11106462,Inactive Investor,William Ard,,"Allstate Financial Services, LLC Tallahassee FL 1621 Metropolitan Blvd",williamard@allstate.com,,Salesforce
10943530,Inactive Investor,Tarannum Shams,Premier Banker,"Wells Fargo Clearing Services, LLC Bedford TX 3005 Hwy121",,,Salesforce
7280069,,Nathan E Ardito,,,lidibe5260@necktai.com,,Web Form Fillout
9607855,,Sizwe Ncube,,,sizwencube10@gmail.com,,List import
11260524,Inactive Investor,Ivan Mattox,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",imattox@financialguide.com,,Salesforce
11117239,Inactive Investor,Nicholas Arnold,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,nicholas.arnold@fidelity.com,,Salesforce
10553091,,Andre Soto,,,sotoaa@yahoo.com,,Web Form Fillout
9643967,,kk m,,,mamamilk@qq.com,,List import
10796491,Inactive Investor,Chad Stephens,,"Wells Fargo Advisors Financial Network, LLC Dallas TX 5949 Sherry Ln",chad.stephens@wfafinet.com,,Salesforce
11067802,Inactive Investor,Kevin Hicks,Financial Advisor,LPL Financial LLC Mesa AZ Private Residence,kevin.hicks@lpl.com,,Salesforce
11222279,,Thomas Carney,,,tcarney@firstrepublic.com,,List Import
10957358,Inactive Investor,Connor Reilly,,Edward Jones Minneapolis MN 7500 Olson Memorial Hwy,,,Salesforce
11147642,Inactive Investor,Frances Hamby,Senior Client Service Associate,"Raymond James & Associates, Inc. Kingsport TN 455 W Sullivan St",diana.hamby@raymondjames.com,,Salesforce
11017778,Inactive Investor,Toniette Flint,Financial Associate,Thrivent Investment Management Inc. Watertown WI 116 S 3rd St,toniette.flint@thrivent.com,,Salesforce
346196,,Steven Hirsch,Vice President,"The Sterling Group, L.p.",shirsch@sterling-group.com,713-877-8257,Manual List Upload
11108345,Inactive Investor,Daniel Blaha,,"Raymond James Financial Services, Inc. Kingman KS 136 W B Ave",daniel.blaha@raymondjames.com,,Salesforce
11070622,Inactive Investor,Sandra O'Gorman,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10792697,Inactive Investor,Nicholas DiGregorio,Associate Investment Advisory Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
698,,,,,JakeSkillman16754@rambler.ru,,
10835040,Inactive Investor,John Trott,Financial Advisor;Member;Regulatory Contact,"Valeo Financial Advisors, LLC",jctrott@valeofinancial.com,,Salesforce
10787643,Inactive Investor,Sean Moore,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",sean.moore@schwab.com,,Salesforce
9582847,,James Holroyd,,,holroyd.jim@principal.com,,List import
11173877,Inactive Investor,Timothy Deegan,Chief Compliance Officer;Chief Operating Officer;Managing Partner,Campbell Deegan Financial,tdeegan@cdfva.com,,Salesforce
174783,,Joachim Godet,,[Unknown],joachim.godet@gmail.com,,Organic Search
10767395,Inactive Investor,John Maloney,Chairman;Chief Executive Officer;Regulatory Contact,M&R Capital Management Inc,jmaloney@mrcapco.com,,Salesforce
11210974,Inactive Investor,Dapinder Kaur,,"Allstate Financial Services, LLC Teaneck NJ 415 Cedar Ln",dkaur@allstate.com,,Salesforce
10802666,Inactive Investor,Vincent Esparza,,"American Portfolios Financial Services, Inc. Phoenix AZ 1137 E Redfield Rd",vesparza@americanportfolios.com,,Salesforce
9568639,,Bryan Westley,,,mrswestley122217@gmail.com,,List import
11023825,Inactive Investor,Geoffrey McCash,Financial Advisor,"Osaic Wealth, Inc. Columbus OH 7540 Pingue Dr",,,Salesforce
9639909,,Paul Dery,,,paul.dery@worldlearning.org,,List import
10772085,Inactive Investor,James Alfermann,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,james.alfermann@edwardjones.com,,Salesforce
248676,,Nitin Agarwal,CRO,FV Bank,nitin@fvbank.us,,Manual List Upload
9557071,,Debra Cooper,,,debra.cooper@landsbergbennett.com,,List import
10756053,Inactive Investor,Andrew Meyer,Financial Advisor;Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,andrew.meyer@morganstanley.com,,Salesforce
11048042,Inactive Investor,Mark Walker,National Sales Director,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,mwalker.87033@primerica.com,,Salesforce
10906211,Inactive Investor,Wellington Sealy,,CIBC World Markets Corp.,,,Salesforce
10962989,Inactive Investor,Yapheth Norris,Financial Advisor,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",,,Salesforce
9584460,,William Glubiak,,,wglubiak@cedarbrookfinancial.com,,List import
10614598,,David Hsu,"Director - Alternative Investments, Financial Advisor, Financial Planning Specialist",,david.hsu@morganstanley.com,,List Import
11217674,,Amber Reams,,,areams@commonwealth.com,,List Import
9573337,,John McHugh,President-CIO,WealthTrust,john@wealthtrustam.com,,List import
347550,,Michael O'donnell,Managing Member,"Evergreen Advisors, Llc",modonnell@evergreenadvisors.com,423-933-1814,Manual List Upload
10648064,,Adrian Kowal,,,adriankowal@equityfinancialllc.com,,List Import
11174252,Inactive Investor,Jorian Jolley,,J.P. Morgan Securities LLC Boynton Beach FL 8903 Boynton Beach Blvd,jorian.jolley@jpmorgan.com,,Salesforce
9643240,,Oskar Pastuszka,,,oskar.pastuszka@gmail.com,,List import
11191843,Inactive Investor,Frank Calderone,,"Raymond James Financial Services, Inc. Armonk NY 20 Maple Ave",frank.calderone@raymondjames.com,,Salesforce
10886760,Inactive Investor,Robert Horning,,"McDermott Investment Services, LLC Los Angeles CA Private Residence",,,Salesforce
10967485,Inactive Investor,Casandra Arture,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,casandra.arture@fmr.com,,Salesforce
10865221,Inactive Investor,Deborah Kavanagh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11095752,Inactive Investor,Joseph Maslar,President,Maslar Financial,,,Salesforce
11137931,Inactive Investor,Catherine White,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Princeton IN 707 Vail St,cjwhite@rwbaird.com,,Salesforce
10932748,Inactive Investor,Michael Tomlin,Financial Advisor,Edward Jones Hastings NE 320 S Burlington Ave,michael.tomlin@edwardjones.com,,Salesforce
10879984,Inactive Investor,Stan Nedzhetskiy,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Merrick NY Private Residence",stan.nedzhetskiy@tiaa.org,,Salesforce
10775137,Inactive Investor,Lawrence Vogelpohl,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10911750,Inactive Investor,Andrew Cohen,Financial Advisor,"Osaic Wealth, Inc. Cherry Hill NJ 1892 Greentree Rd",,,Salesforce
10836110,Inactive Investor,Rodaisis Varela,Assistant Vice President;Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",rodaisis.varela@ml.com,,Salesforce
10862869,Inactive Investor,Hasan Ali,,"Raymond James Financial Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",hasan.ali@raymondjames.com,,Salesforce
10770578,Inactive Investor,Marisa Goldstein,Associate Vice President;Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Napa CA 700 Main St,marisa.goldstein@morganstanley.com,,Salesforce
10972740,Inactive Investor,Tyler Sanchez,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10812794,Inactive Investor,Richard Simonetti,,NYLIFE Securities LLC,rsimonetti@ft.newyorklife.com,,Salesforce
10867595,Inactive Investor,Fleeta Barnes,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,fleeta.barnes@primerica.com,,Salesforce
11213478,Inactive Investor,Tyler Griffiths,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10931801,Inactive Investor,Lance Lechtenberg,,"Raymond James Financial Services, Inc. El Dorado KS 613 N Main St",lance.lechtenberg@raymondjames.com,,Salesforce
10618216,,Carl Zegan,,,carl.zegan@myavantax.com,,List Import
11059835,Inactive Investor,Arthur Askil,Director - Wealth Management;Regulatory Contact,Titan Capital Management Turlock CA Private Residence,,,Salesforce
11134567,Inactive Investor,Kandice Husarik,Senior Vice President,"Raymond James & Associates, Inc. Villa Park IL 1 Parkview Plz",kandice.husarik@raymondjames.com,,Salesforce
9587757,,Nils Dillon,,,ndillon@heckcapital.com,,List import
10814118,Inactive Investor,Brian Morris,,"Empower Financial Services, Inc Newburyport MA Private Residence",brian.morris@gwrs.com,,Salesforce
10814782,Inactive Investor,Robert Burns,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Mission Viejo CA 27201 Puerta Real",burnsr@stifel.com,,Salesforce
10872529,Inactive Investor,Avi Stern,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,avi_stern@glic.com,,Salesforce
9592476,,Philip Meschke,,,plmeschke@gmail.com,,List import
11233945,Inactive Investor,James Miller,,"Spire Securities, LLC",,,Salesforce
11110049,Inactive Investor,Derdley Fleuridor,,Mutual of America Securities LLC,derdley.fleuridor@mutualofamerica.com,,Salesforce
10867707,Inactive Investor,Mark Boldeia,Senior Financial Advisor,Commonwealth Financial Network Leominster MA 14 Monument Sq,mboldeia@commonwealth.com,,Salesforce
11229870,Inactive Investor,Katherine Radke,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",kc.radke@nm.com,,Salesforce
10897867,Inactive Investor,David Saari,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",dsaari@ml.com,,Salesforce
11188300,Inactive Investor,Brandon Aber,,"CapFinancial Securities, LLC.",,,Salesforce
11172069,Inactive Investor,Capria Wilson,,PFS Investments Inc. Garland TX 2005 Platinum St,cwilson.86rky@primerica.com,,Salesforce
332306,,William Haime,,[Unknown],casers2000@msn.om,,Direct
11306746,,Daniela Stefu,,,dstefu2002@yahoo.com,,Web Form Fillout
9577308,,Sundeep Tirumalareddy,,,sundeept@gmail.com,,List import
10899252,Inactive Investor,Nicole Toro,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Red Bank NJ 125 Half Mile Rd",nicole.moreira@tiaa.org,,Salesforce
10866164,Inactive Investor,Gary Brown,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9595129,,Chad Kasper,,,ckasper@financialengines.com,,List import
10934339,Inactive Investor,Heather Baker,,State Farm VP Management Corp. Apopka FL 1643 Rock Springs Rd,,,Salesforce
10942508,Inactive Investor,Paul Cox,Chief Compliance Officer;Consultant,"Schmidt Financial Group, Inc. Kirkland WA 620 Kirkland Way",,,Salesforce
10865357,Inactive Investor,Rebecca Hott,,"The Leaders Group, Inc.",,,Salesforce
11139723,Inactive Investor,Thomas Jensen,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",thomas.jensen@nm.com,,Salesforce
10983100,Inactive Investor,Bernard Johnson,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,,,Salesforce
11024645,Inactive Investor,Gary Tasillo,Branch Manager,LPL Financial LLC Farmington CT 231 Farmington Ave,gary.tasillo@lpl.com,,Salesforce
10899521,Inactive Investor,James Bentley,,LPL Financial LLC Seattle WA Private Residence,james.bentley@lpl.com,,Salesforce
11139329,Inactive Investor,Patricia Molina,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",patricia_molina@ml.com,,Salesforce
9597344,,Daniel Myers,,,dmyers@crosslinkcapital.com,,List import
9606517,,chou yufei,,,chouyufei@qq.com,,List import
11017878,Inactive Investor,John Hess,Founding Principal,The Pinnacle Financial Group Darien CT 30 Old Kings Hwy S,,,Salesforce
10776767,Inactive Investor,Paola Delucas,,Morgan Stanley Nashville TN 3102 West End Ave,paola.delucas@morganstanley.com,,Salesforce
10943462,Inactive Investor,Michael Deering,Member;Tax Partner,"Mowery & Schoenfeld Wealth Management, LLC",mdeering@msllc.com,,Salesforce
9590773,,James MCNELLY,,,james.mcnelly2123@gmail.com,,List import
11095761,Inactive Investor,Aaron Olson,Chief Compliance Officer;Managing Principal;Senior Wealth Manager,"Purpose Comprehensive Wealth Management, LLC",aaron.olson@purposecwm.com,,Salesforce
11131617,Inactive Investor,Claire Gregory,Chief Compliance Officer;Director - Operations,"Monograph Wealth Advisors, LLC",claire@monographwealth.com,,Salesforce
224934,,Pavel Ferreri,,[Unknown],pgferreri@icloud.com,,Direct
201039,,Nicholas Duers,,[Unknown],nd@nicholasduers.com,9175742636,Organic Search
11209171,Inactive Investor,Jerome Jedynak,Independent Advisor,"Harbour Investments, Inc. Franklin WI Private Residence",,,Salesforce
10839685,Inactive Investor,Jeff Ninness,,State Farm VP Management Corp. Prospect Heights IL 4 1/2 N Elmhurst Rd,,,Salesforce
11100060,Inactive Investor,Kevin Dick,,Stonex Securities Inc. Tiffin OH Private Residence,kevin.dick@saswealth.com,,Salesforce
181418,,'? '?,,'é›· 'æ£®,772194855@qq.com,,
11096064,Inactive Investor,Sondra Ziegler,Investment Advisor Representative,"William Joseph Capital Management, Inc.",sondra.ziegler@wjcmllc.com,,Salesforce
11102087,Inactive Investor,Stephen Neel,,MWA Financial Services Inc. Kennewick WA 8382 Gage Blvd,stephen.d.neel@mwarep.org,,Salesforce
10933969,Inactive Investor,Kenneth Templeton,,PFS Investments Inc. Janesville WI 4323 Milton Ave,kenneth.templeton@primerica.com,,Salesforce
10903630,Inactive Investor,Charles Grosby,,PFS Investments Inc. Kansas City MO 1201 NW Briarcliff Pkwy,charles.grosby@primerica.com,,Salesforce
235209,, -,,[[Unknown]],alex.professional.zen@gmail.com,,Organic Search
11009795,Inactive Investor,Joseph Herrle,,"Ferguson Wellman Capital Management, Inc.",,,Salesforce
10981632,Inactive Investor,Jacqueline Carmona,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10876086,Inactive Investor,Yan Chyrle Maxilum,Client Service Associate,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",yan.maxilum@rbc.com,,Salesforce
368014,,Nicolas Streschinsky,CEO,,nicolas.streschinsky@gmail.com,7983228795,Webinar
10801792,Inactive Investor,Brendan Clark,Chief Executive Officer;Director,Clark Capital Management Group Inc,bclark@ccmg.com,,Salesforce
10754146,Inactive Investor,Jeffrey Blewett,Financial Advisor,"Wells Fargo Clearing Services, LLC Marquette MI 2840 Venture Dr",jeffrey.w.blewett@wellsfargo.com,,Salesforce
10865240,Inactive Investor,Andrew Siwiec,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10828027,Inactive Investor,Michael Millage,Financial Advisor,Edward Jones Cottage Grove WI 425 W Cottage Grove Rd,mike.millage@edwardjones.com,,Salesforce
11056192,Inactive Investor,Mariel Paniagua-Camargo,,"Wells Fargo Clearing Services, LLC Atlanta GA 1630 Mount Vernon Rd",,,Salesforce
82205,,Dustin Eckhardt,Financial Consultant,Thrivent Investment Management Inc.,dustin.eckhardt@thrivent.com,618-345-4900,
11152437,Inactive Investor,Christopher Buti,Investment Advisor,"Ausdal Financial Partners, Inc. Schaumburg IL 1827 Walden Office Sq",,,Salesforce
10943301,Inactive Investor,Jennifer Arps,President,Atlantic Coast Financial,jennifer@atlanticcoastadvisor.com,,Salesforce
11167387,Inactive Investor,Mohannad Alrashed,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11177769,Inactive Investor,Janet Barry,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",janet.barry@nm.com,,Salesforce
11235094,Inactive Investor,Brandon Vincent,,"Good Life Advisors, LLC Simpsonville SC Private Residence",,,Salesforce
9542006,,Dushan Spalevich,,,dushan.spalevich@gmail.com,,List import
11200107,Inactive Investor,Andrew Barnes,Chief Client Officer;Member;Regulatory Contact,Altar Rock,andrew@altarrockwealth.com,,Salesforce
248382,,Andres Amasifen,Student,Universidad Nacional Mayor de San Marcos,andres.amasifen@unmsm.edu.pe,,Manual List Upload
4019750,,Asif Niaz,,,asifraza3@hotmail.com,,Web Form Fillout
11068527,Inactive Investor,Lee Myers,Administrative Assistant;Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",lee_ann_myers@ml.com,,Salesforce
10982901,Inactive Investor,Rebecca McClure,Chief Client Officer;Managing Partner,River Wealth Advisors LLC,rmcclure@riverwealthadvisors.com,,Salesforce
10871361,Inactive Investor,Jongjoon Kim,,NYLIFE Securities LLC Annandale VA 7535 Little River Tpke,jkim8@ft.newyorklife.com,,Salesforce
10833961,Inactive Investor,Michelle Marquez,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. Pasadena CA 2 N Lake Ave",michelle.marquez@raymondjames.com,,Salesforce
10935151,Inactive Investor,John Gies,,"MML Investors Services, LLC",,,Salesforce
10900177,Inactive Investor,Delfino Landaverde,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",delfino.landaverde@ml.com,,Salesforce
9580096,,johnhn carozza,,,carozza@comcast.net,,List import
10822576,Inactive Investor,John Ruhlen,,"Sogotrade, Inc. Chesterfield MO 1 McBride and Son Center Dr",jruhlen@sogotrade.com,,Salesforce
333275,,Nathan Roethel,,Karpus,nathan@karpus.com,,Manual List Upload
11193517,Inactive Investor,Zachary Marini,Client Service Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,zachary.marini@ubs.com,,Salesforce
11029739,Inactive Investor,Michael Einhorn,,"Mutual of Omaha Investor Services, Inc. Marlton NJ 9000 Lincoln Dr E",,,Salesforce
10952304,Inactive Investor,Wendy Dickson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11174421,Inactive Investor,Brian Omohundro,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
188482,,Wei Tung Wong,,[Unknown],wongweitung1638@gmail.com,,source
1001512,Inactive Investor,Zac The Justin M Rosenstein Revocable Trust DTD 11-24-08,,ICONIQ,zhart@iconiqcapital.com,,3rd Party Lead Gen
9588359,,Grier Eliasek,,,geliasek@prospectstreet.com,,List import
10891963,Inactive Investor,Jakob Kelnhofer,,"Raymond James Financial Services, Inc. Lake Oswego OR 4900 Meadows Rd",jakob.kelnhofer@raymondjames.com,,Salesforce
11233311,Inactive Investor,David Culbertson,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10852417,Inactive Investor,Ted Shaver,,TrustFirst Kingsport TN 1301 Moreland Dr,ted@trustfirst.com,,Salesforce
9544563,,Matthew Agius,,,matthew.agius@securitiesamerica.com,,List import
11083253,Inactive Investor,Garrett Hynson,,Commonwealth Financial Network Horsham PA 110 Gibraltar Rd,ghynson@commonwealth.com,,Salesforce
11022619,Inactive Investor,Kacy Hester,,"U.S. Bancorp Investments, Inc. Seymour TN 10304 Chapman Hwy",,,Salesforce
11108691,Inactive Investor,Michael Jamieson,,Citigroup Global Markets Inc. Houston TX 811 Main St,michael.jamieson@citi.com,,Salesforce
9550885,,William Greiner,,,william.greiner@marinerwealthadvisors.com,,List Import
9645876,,d junior,,,d.junior@protonmail.com,,List import
11137036,Inactive Investor,John Brzozowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englishtown NJ 80 US Hwy 9",john.brzozowski@ml.com,,Salesforce
10826251,Inactive Investor,Donna Harris,Financial Advisor,Edward Jones Belleville IL 2617 Frank Scott Pkwy W,donna.harris@edwardjones.com,,Salesforce
11211260,Inactive Investor,Oreste Armada,,"Wells Fargo Clearing Services, LLC Miami FL 8201 NW 36th St",oreste.armada@wellsfargo.com,,Salesforce
11017411,Inactive Investor,James Zinke,Financial Advisor,LPL Financial LLC Fargo ND 1330 Page Dr S,james.zinke@lpl.com,,Salesforce
1004305,Inactive Investor,Hunt Cairns,,Hunt Cairns,hunt.cairns@dimensional.com,,3rd Party Lead Gen
10813774,Inactive Investor,Bharat Parikh,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",bharat.parikh@nm.com,,Salesforce
10869919,Inactive Investor,Tori Rymer,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,tori.rymer@fidelity.com,,Salesforce
10927737,Inactive Investor,David Mciver,,"Truist Investment Services, Inc. Lexington KY 200 W Vine St",,,Salesforce
9595361,,JaeHee Shim,,,jaehee.shim@kt.com,,List import
10969152,Inactive Investor,Nick Herrboldt,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",nick.r.herrboldt@nm.com,,Salesforce
11057010,Inactive Investor,Katherine Clark,Associate Financial Advisor,"Ameriprise Financial Services, LLC Bridgeport WV 170 Thompson Dr",katherine.clark@ampf.com,,Salesforce
11091892,Inactive Investor,Michael Perrone,Managing Director;Regional Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michael.d.perrone@jpmorgan.com,,Salesforce
340013,,Beth Chartoff,Senior Managing Director,Blackstone Liquid Credit Strategies Llc,beth.chartoff@blackstone.com,212-503-2100,Manual List Upload
10981704,Inactive Investor,Webster Burrier,Director - Wealth Management,"Dominion Wealth Management, LLC",info@dominionwealthllc.com,,Salesforce
10761318,Inactive Investor,Darnell Jackson,Financial Advisor;Senior Vice President,Morgan Stanley Irvine CA 1901 Main St,darnell.jackson@morganstanley.com,,Salesforce
11070434,Inactive Investor,Patrick Lakey,,"Crawford Capital, LLC",,,Salesforce
11149654,Inactive Investor,Max Everett,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",max.everett@schwab.com,,Salesforce
10904991,Inactive Investor,Randy Persad,,"Northwestern Mutual Investment Services, LLC Gainesville FL 4965 NW 8th Ave",randy.persad@nm.com,,Salesforce
6169822,,Bonnie Mitchell,,,bonniemitchell21a@gmail.com,,Web form fillout
11086815,Inactive Investor,Peter Gallegos,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,peter.gallegos@fidelity.com,,Salesforce
10647830,,David Myers,,,dmyers@wynkoopfinancial.com,,List import
9635703,,Steven Vazquez,,,svazquez@c3cp.com,,List import
11133005,Inactive Investor,Justine Sachetta,,Edward Jones Winter Springs FL 1706 Town Plaza Ct,justine.sachetta@edwardjones.com,,Salesforce
11180346,Inactive Investor,Albert Kobular,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",albert_w_kobular@ml.com,,Salesforce
186820,,Ivy Madison,,[Unknown],ivymadison201@gmail.com,,source
11088769,Inactive Investor,Beryl Lou,,Neuberger Berman BD LLC,beryl.lou@nb.com,,Salesforce
374301,,James Jessup,Product Development,Virtus,,,Salesforce
8551815,,Chetan K,,,ck06290@gmail.com,,Web form fillout
10846845,Inactive Investor,Kelly Gough,Vice President,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",kelly.gough@schwab.com,,Salesforce
10777095,Inactive Investor,Susan Schankin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",susan.schankin@ml.com,,Salesforce
11090824,Inactive Investor,Jacob Reilly,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",jacob.reilly2@ml.com,,Salesforce
10510495,,Laurence Stanger,Executive Director,Oppenheimer & Co.,laurence.stanger@opco.com,,List Import
10895266,Inactive Investor,Jeffry Vargas,Chief Compliance Officer;International Wealth Advisor;Managing Member,Boston Investment Management L.L.C.,benjamin@bostoninvestmentmanagement.com,,Salesforce
10779012,Inactive Investor,Christie Mueller,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,cmueller@ft.newyorklife.com,,Salesforce
10883655,Inactive Investor,Kelson Connors,,"Wells Fargo Clearing Services, LLC Flint MI 5406 Gateway Ctr",,,Salesforce
11047885,Inactive Investor,Wendy Tjelmeland,Investment Associate,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",wendy.tjelmeland@rbc.com,,Salesforce
11199020,Inactive Investor,Kimberly Whitlock,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kim_schnatz@vanguard.com,,Salesforce
11102419,Inactive Investor,Sandra Deters,,Edward Jones,sandy.deters@edwardjones.com,,Salesforce
11210782,Inactive Investor,Richard Smith,,"Truist Investment Services, Inc. McLean VA 1301 Chain Bridge Rd",richard.h.smith@truist.com,,Salesforce
11107540,Inactive Investor,William Dunnell,Investment Advisor Representative;Owner;Principal,"Greystone Financial & Estate Services, Inc.",mrbill@greystoneinvest.com,,Salesforce
9629976,,Mateusz Pach,,,mrm.pach@gmail.com,,List import
11183626,Inactive Investor,Riley Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",riley.johnson@tiaa.org,,Salesforce
11015144,Inactive Investor,Sean Von Tersch,,"Bankers Life Securities, Inc. Mount Pleasant MI 2026 Independence Dr",,,Salesforce
10606679,,Jennifer Stapleton,"Private Client Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jennifer.stapleton@bofa.com,973-245-4345,List Import
10832239,Inactive Investor,Steven Hellon,,LPL Financial LLC Blue Springs MO 1200 NW South Outer Rd,shellon@lpl.com,,Salesforce
10804625,Inactive Investor,Brad Anders,,J.P. Morgan Securities LLC Huntley IL 12130 Princeton Dr,brad.s.anders@jpmorgan.com,,Salesforce
241200,,Savannah Campbell,,Twin Focus Capital Partners,savannah.campbell@twinfocuscapital.com,(617) 720-4500,Database Upload
11023468,Inactive Investor,Duane Hoefer,,"Farmers Financial Solutions, LLC Osseo MN 11244 86th Ave N",dhoefer@farmersagent.com,,Salesforce
11037997,Inactive Investor,Joan Ziminsky,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,joan.ziminsky@morganstanley.com,,Salesforce
11113038,Inactive Investor,Dmytro Vyshnevskyy,,"Wells Fargo Clearing Services, LLC Las Vegas NV 4182 Blue Diamond Rd",,,Salesforce
11201419,Inactive Investor,Ellen Ladd,,"Avantax Investment Services, Inc. Fulton NY 25 Canalview Mall",,,Salesforce
10756050,Inactive Investor,Edwin Alas,Senior Client Advisor - Investments;Senior Vice President;Vice President,Arvest Wealth Management Gravette AR 506 1st Ave SE,ealas@arvest.com,,Salesforce
11108305,Inactive Investor,Patrick Horne,Financial Representative,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",pat.horne@nm.com,,Salesforce
10678305,,Cory Escobedo,,,27escobedocory@gmail.com,,Web Form Fillout
10930970,Inactive Investor,Jason Yuhase,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",jason.yuhase@nm.com,,Salesforce
10864484,Inactive Investor,Chase Golomb,Vice President,"MML Investors Services, LLC New York NY 90 Park Ave",cgolomb@massmutual.com,,Salesforce
10936420,Inactive Investor,Michael Schulz,,"Raymond James Financial Services, Inc. Columbia SC 1441 Main St",,,Salesforce
10591534,,Виктор Сырбу,,,sirbuvictor023@gmail.com,,Web Form Fillout
10974353,Inactive Investor,Edward Cantu,,"Farmers Financial Solutions, LLC Corpus Christi TX 7122 S Staples St",ecantu@farmersagent.com,,Salesforce
10985808,Inactive Investor,Matthew Buchheit,,"Osaic Wealth, Inc. Cincinnati OH 1060 Nimitzview Dr",mbuchheit@osaicwealth.com,,Salesforce
10877915,Inactive Investor,Daulton Kline,Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10930524,Inactive Investor,Michael Daugherty,,"Osaic Wealth, Inc. Sun City Center FL Private Residence",,,Salesforce
10827253,Inactive Investor,Antonio Moscoso,,J.P. Morgan Securities LLC Orlando FL 8670 Fenton St,antonio.moscoso@jpmorgan.com,,Salesforce
10924866,Inactive Investor,William Daniels,,PFS Investments Inc. Southampton PA 532 Street Rd,wdaniels.agm95@primerica.com,,Salesforce
11014927,Inactive Investor,Douglas Guerrette,,State Farm VP Management Corp. Bangor ME 1723 Hammond St,,,Salesforce
11111981,Inactive Investor,Robert Vilbig,Financial Professional,"Pruco Securities, LLC. Melville NY 105 Maxess Rd",robert.vilbig@prudential.com,,Salesforce
10964297,Inactive Investor,Thomas Brunt,,Cetera Investment Services LLC Memphis TN 4790 Poplar Ave,,,Salesforce
10646010,,Nicole Roth,,,nicole.conatser@ceterafs.com,,List Import
9629734,,dd ee,,,boutch.h.xiii@gmail.com,,List import
231945,, -,,[Unknown],trifinroule@yahoo.com,,Organic Search
10840412,Inactive Investor,Richard Poore,Wealth Advisor,"Osaic Wealth, Inc. Alpharetta GA 11175 Cicero Dr",,,Salesforce
11143419,Inactive Investor,Jose Cabello,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 14801 S Dixie Hwy",jose.cabello@wellsfargoadvisors.com,,Salesforce
10856436,Inactive Investor,Mark Trimmer,,"Raymond James Financial Services, Inc. Albuquerque NM 10211 Montgomery Blvd NE",mark.trimmer@raymondjames.com,,Salesforce
348965,,Stephen Berger,Chairman,"Odyssey Investment Partners, Llc",sberger@odysseyinvestment.com,212-351-7900,Manual List Upload
10770320,Inactive Investor,Cheryl Dabney,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",cheryl.dabney@truist.com,,Salesforce
11185213,Inactive Investor,Eric Zawilski,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",eric_zawilski@ml.com,,Salesforce
10962513,Inactive Investor,Gary Rasmussen,,"Farmers Financial Solutions, LLC Mason OH 969 Reading Rd",grasmussen1@farmersagent.com,,Salesforce
225819,, -,,[[Unknown]],d.sommer@jds-sommer.de,,Initial Salesforce Import
11046193,Inactive Investor,Ryan King,,"Hantz Financial Services, Inc. Davison MI 625 S State Rd",ryan.king@hantzgroup.com,,Salesforce
10998722,Inactive Investor,Frank Leong,,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",frank.leong@prudential.com,,Salesforce
10909169,Inactive Investor,Mark Boyle,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",mboyle@hightoweradvisors.com,,Salesforce
10941325,Inactive Investor,Micah Wang,Financial Professional,LPL Financial LLC Kailua Kona HI 75-1000 Henry St,m.wang@lpl.com,,Salesforce
11124715,Inactive Investor,Jasper Rhoads,,Thrivent Investment Management Inc.,jasper.rhoads@thrivent.com,,Salesforce
9615201,,William Semon,,,mievil29@aol.com,,List import
10940102,Inactive Investor,Steven Benson,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,sbenson@primerica.com,,Salesforce
11220441,,Elena Khoziaeva,,,ekhoziaeva@bridgeway.com,,Other
9610007,,Tfou 3lik,,,jiop0987@hotmail.ca,,List import
11064410,Inactive Investor,Leigh Ruedisueli,,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,leigh.e.ruedisueli@morganstanley.com,,Salesforce
11145540,Inactive Investor,Christopher Leonardi,,State Farm VP Management Corp. Rochester NY 3047 W Henrietta Rd,,,Salesforce
11169755,Inactive Investor,Eric Mueller,,"Grove Point Investments, LLC Falls Church VA 7389 Rte 29",emueller@hbeckinc.com,,Salesforce
11067059,Inactive Investor,Scott Boyer,,"The Leaders Group, Inc.",,,Salesforce
10995804,Inactive Investor,Cynthia Shearer,Investment Support Specialist,"Fifth Third Securities, Inc. Grand Rapids MI 3785 Plainfield Ave NE",cynthia.shearer@53.com,,Salesforce
214433,,Malcolm Katabazi,,[Unknown],malcolm.brownie95@gmail.com,,source
9625621,,ricch rodriguez,,,rodriguez_r01@hotmail.com,,List import
11036609,Inactive Investor,Heron Hernandez Lopez,,J.P. Morgan Securities LLC Los Angeles CA 8985 Venice Blvd,heron.hernandez-lopez@jpmorgan.com,,Salesforce
11088216,Inactive Investor,Cleaton Lindsey,Investment Advisor,LPL Financial LLC Troy MI 3155 W Big Beaver Rd,cleaton.lindsey@lpl.com,,Salesforce
106689,,Kristof Bollaers,,Indisia bv,kristof.bollaers@indisiaconsulting.eu,496454775,Web Form
351367,,Elizabeth Pratt,Origination Professionals,Ladder Capital Asset Management Llc,elizabeth.pratt@laddercapital.com,212-715-3170,Manual List Upload
10849841,Inactive Investor,Kathleen McInerney,,LPL Financial LLC Dallas TX 5005 Lyndon B Johnson Fwy,kathleen.mcinerney@lpl.com,,Salesforce
11196031,Inactive Investor,Kelley Wright,Managing Editor,IQ Trends Private Client Asset Management,kelley@iqtrends.com,,Salesforce
10606173,,Richard Camarda,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",rich.camarda@raymondjames.com,203-307-2859,List Import
10851380,Inactive Investor,Eric Schwam,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,eric.schwam@ubs.com,,Salesforce
10864709,Inactive Investor,Patricia Sawyers,,Mutual of America Securities LLC Providence RI 500 Exchange St,patricia.sawyers@mutualofamerica.com,,Salesforce
10893942,Inactive Investor,Kevin Tolsma,,"Kestra Investment Services, LLC Newbury Park CA 3323 Old Conejo Rd",,,Salesforce
11152650,Inactive Investor,Ana Aroche,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",anaaroche@weg1.com,,Salesforce
11016715,Inactive Investor,Giuseppe Turco,,"Allstate Financial Services, LLC Webster NY 1140 Crosspointe Ln",giuseppeturco@allstate.com,,Salesforce
11183965,Inactive Investor,Casey Ryan,Senior Portfolio Manager;Vice President,"Howe and Rusling, Inc.",cryan@howeandrusling.com,,Salesforce
11203805,Inactive Investor,Jeremy Day,,Cetera Advisor Networks LLC Johnson City TN 2674 Peoples St,,,Salesforce
10818802,Inactive Investor,Jeffrey Calderon,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,jeffrey.calderon@morganstanley.com,,Salesforce
5520404,,Brian Hennessey,,,brianhennessey93@gmail.com,8183710311,Web Form Fillout
9540953,,Nicholas Annison,,,nannison@hotmail.com,,List Import
11159012,Inactive Investor,John Stumpf,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
4462,,Matthew Charles,,[[Unknown]],mbcharles@gmail.com,,Initial Salesforce Import
9591160,,Rik Bergevoet,,,rikbergevoet@hotmail.com,,List import
10979680,Inactive Investor,Frank Bauco,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,frank.bauco@fmr.com,,Salesforce
10796921,Inactive Investor,Grant Brown,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,grant.brown@ubs.com,,Salesforce
10878915,Inactive Investor,Christopher Loveland,,Citigroup Global Markets Inc.,,,Salesforce
10960033,Inactive Investor,Anna Shearer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11063397,Inactive Investor,Michael Franke,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",michael.j.franke@ampf.com,,Salesforce
10933183,Inactive Investor,Alexander Drexel,,"Raymond James & Associates, Inc.",alexander.drexel@raymondjames.com,,Salesforce
10850941,Inactive Investor,Jeffrey Bronchick,Portfolio Manager;Principal,"Cove Street Capital, LLC El Segundo CA 2101 E El Segundo Blvd",jbronchick@covestreetcapital.com,,Salesforce
10771564,Inactive Investor,Kenneth Engelmeyer,Senior Vice President,PFS Investments Inc. Omaha NE 11811 I St,kenneth.engelmeyer@primerica.com,,Salesforce
347971,,Tim Fenity,Investment Consultant,Brighton Securities Corp.,tfenity@brightonsecurities.com,585-473-3590,Manual List Upload
11192618,Inactive Investor,Mathieu Karimzadeh,,"Karimzadeh, Mathieu, Massoud",,,Salesforce
11233842,Inactive Investor,Devon Wesley,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
233424,,Lommi Zulterr -,,Lommi Zulterr [[Unknown]],zulterrvertiouso966969@gmx.com,,Direct
11010239,Inactive Investor,Peter Ginopolis,,"Osaic Wealth, Inc. Bloomfield Hills MI 2600 S Telegraph Rd",,,Salesforce
9566792,,Jonathan Mhoon,,,jonathanmhoon9@gmail.com,,List import
11024528,Inactive Investor,Allison Carroll,,"Allstate Financial Services, LLC Austell GA 2768 Broad St",allisoncarroll@allstate.com,,Salesforce
10986834,Inactive Investor,Annette Roberts-Rathwick,,"Allstate Financial Services, LLC San Antonio TX 12042 Blanco Rd",aroberts1@allstate.com,,Salesforce
9543281,,Farhan Haque,,,stafanh@yahoo.co.uk,,List import
10932053,Inactive Investor,Gerard Miller,,Morgan Stanley Sandy UT 200 W Civic Center Dr,gerard.miller@morganstanley.com,,Salesforce
11007179,Inactive Investor,Nicholas Kimmett,Associate Representative,Thrivent Investment Management Inc. Marstons Mills MA 171 Cotuit Rd,nicholas.kimmett@thrivent.com,,Salesforce
9547279,,Brian Elliott,,,brian.elliott@valic.com,,List import
10487612,,David Smith,,LPL Financial LLC,dsmith@upstreamip.com,,List Import
10920850,Inactive Investor,Kuruvila Mani,,Cetera Advisor Networks LLC Austin TX 4508 Shoal Creek Blvd,,,Salesforce
11137169,Inactive Investor,Ricardo Torres,,J.P. Morgan Securities LLC Carpinteria CA 5400 Carpinteria Ave,,,Salesforce
10484970,,Ralph Smith,"Investment Advisor Representative, Owner, President",Smith Capital Management,ralph@smithcapitalmgmt.com,,List Import
11192771,Inactive Investor,Heather Winebrenner,,Cetera Investment Services LLC Parkersburg WV 631 Juliana St,heather.winebrenner@ceterais.com,,Salesforce
10919946,Inactive Investor,Conner Crawford,Financial Advisor,Edward Jones New Berlin WI 12434 W National Ave,conner.crawford@edwardjones.com,,Salesforce
240974,,Jorgen Phillips,Chief Technology Officer,[Unknown],jorgen@caravelconcepts.com,,Event
10981538,Inactive Investor,Steven Ferneding,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",steven.ferneding@nm.com,,Salesforce
10973059,Inactive Investor,William Haggin,,"Sunbelt Securities, Inc. Lexington KY 2365 Harrodsburg Rd",,,Salesforce
10792712,Inactive Investor,Jeffrey Payne,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jlpayne@ft.newyorklife.com,,Salesforce
81203,,Gordon Netschke,,PNC Investments,gordon.netschke@pnc.com,440-235-3311,
10787356,Inactive Investor,Scott Berens,Senior Vice President,PFS Investments Inc. Zeeland MI 400 S State St,scott.berens@primerica.com,,Salesforce
9639052,,Alex Lin,,,alex.lin@cypresscapital.com.hk,,List import
11163171,Inactive Investor,Michael Manning,Financial Advisor,Commonwealth Financial Network San Diego CA 401 B St,mmanning@commonwealth.com,,Salesforce
11229480,Inactive Investor,Nathan Malewicki,,Jefferies LLC Nashville TN 1801 W End Ave,,,Salesforce
11003217,Inactive Investor,Alexander Carro,Financial Advisor,LPL Financial LLC Wichita KS 8601 W Central Ave,alexander.carro@lpl.com,,Salesforce
10826676,Inactive Investor,Timothy Starrett,,PFS Investments Inc. Carrollton GA 522 Newnan St,timothy.starrett@primerica.com,,Salesforce
11121513,Inactive Investor,Sara Bister,,"U.S. Bancorp Investments, Inc.",sara.swenson1@usbank.com,,Salesforce
350336,,David Harrison,Registered Representative,"Dupree & Company, Inc.",dharrison@dupree-funds.com,859-254-7741,Manual List Upload
10761932,Inactive Investor,John Perry,Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Carmel IN Private Residence,j.perry@morganstanley.com,,Salesforce
10757447,Inactive Investor,Lewis Rauter,,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 70 Main St",lewis.rauter@wfafinet.com,,Salesforce
10963302,Inactive Investor,Miriam Jellum,,J.P. Morgan Securities LLC Pleasant Hill CA 1898 Contra Costa Blvd,miriam.jellum@jpmorgan.com,,Salesforce
11024071,Inactive Investor,Denise Camacho Castro,,PFS Investments Inc. Austin TX 5716 W Hwy 290,denise.castro@primerica.com,,Salesforce
152399,,Craig Dahl,,[Unknown],craig.dahl43@gmail.com,,
11254107,Inactive Investor,Nathan Verbeten,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",nathan.verbeten@ampf.com,,Salesforce
373509,,Michael Mccall,,[Unknown],mike.mccall.clu@gmail.com,,source
11097391,Inactive Investor,Eric Murr,Financial Advisor,LPL Financial LLC Middletown PA 361 E Main St,eric.murr@lpl.com,,Salesforce
374585,,Jacob Salzman,,,,862-217-1688,Salesforce
10912498,Inactive Investor,Joshua Breaux,,J.P. Morgan Securities LLC Lake Charles LA 4100 Nelson Rd,josh.m.breaux@chase.com,,Salesforce
10788760,Inactive Investor,Bryan Mayo,Managing Director - Investments;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC Knoxville TN 265 Brookview Centre Way",bryan.mayo@wfa.com,,Salesforce
11048842,Inactive Investor,Jaclynn Wirhouski,Senior Client Service Associate,Morgan Stanley Red Bank NJ 20 Linden Pl,jaclynn.wirhouski@morganstanley.com,,Salesforce
348823,,Lisa Broome,Director Of Investments,Goalqueste,lbroome@goalqueste.com,800-610-8935,Manual List Upload
9626126,,Jesse Nino,,,jessenino4@gmail.com,,List import
10756004,Inactive Investor,Tara Staner,,"Ameriprise Financial Services, LLC Dubuque IA 6601 Boulder Brook Ct",tara.l.staner@ampf.com,,Salesforce
10933751,Inactive Investor,Matthew Lang,Financial Advisor,"Ameriprise Financial Services, LLC Ashburn VA 20130 Lakeview Center Plz",matthew.lang@ampf.com,,Salesforce
9563485,,Myung Sungchan,,,bbnhjui89@naver.com,,List import
10874630,Inactive Investor,Treston Teague,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Wichita Falls TX 2405 Kell Blvd",treston.teague@nm.com,,Salesforce
10761426,Inactive Investor,Lindsey Kuebler,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",lindsey.kuebler@ml.com,,Salesforce
9611314,,Jason Leung,,,jpademelon@gmail.com,,List import
9624964,,chris m,,,discovercharters@gmail.com,,List import
10850839,Inactive Investor,Joseph Seep,Officer;Owner,"Joseph Seep & Associates, LLC",,,Salesforce
11049023,Inactive Investor,Jeffrey Downing,Financial Advisor,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",jeffrey.downing@wellsfargoadvisors.com,,Salesforce
10831777,Inactive Investor,Christopher Lynch,,Evercore Group L.L.C.,,,Salesforce
374818,,Lynda Paul,Advisor Compliance Legal Executive Owner,Sound Money Management Inc,lynda.paul@hotmail.com,,Salesforce
9571191,,Jonathan Garshofsky,,,jgarshofsky@serengeti-am.com,,List import
10910857,Inactive Investor,Christopher Birkenbeul,,"Cambridge Investment Research, Inc. Defiance OH 8770 N State Rte 66",chris.birkenbeul@cambridgesecure.com,,Salesforce
10510003,,Jeff Benjamin,Wealth Management Editor,etf.com,jeff.benjamin@etf.com,,List Import
9546308,,?? ?,,,317439298@qq.com,,List import
9639619,,Jonathan Popielarski,,,jpopielarski@treasury.ri.gov,,List import
10964458,Inactive Investor,Chandler Green,,"Hantz Financial Services, Inc. Marquette MI 228 W Washington St",chandler.green@hantzgroup.com,,Salesforce
39425,,William Phillips,President & Chief Compliance Officer,Phillips Financial Strategies Llc,william@phillipsfinancialstrategies.com,202-681-1161,Manual List Upload
10767152,Inactive Investor,Peter Bogardus,National Sales Director,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,peter.bogardus@primerica.com,,Salesforce
9618976,,Franz Hefner,,,kaesekuchen@gmx.eu,,List import
9612729,,Valor Prym,,,cssml.ndsmd.2010@gmail.com,,List import
9554085,,Lok Ming Au-Yeung,,,knaylm@yahoo.com,,List import
240852,,Pierce Stephanie,,BNY Mellon,stephanie.pierce@bnymellon.com,,Event
5353284,,Rubén Pérez,,,alonzoruben@180gmail.com,,Web Form Fillout
11073811,Inactive Investor,Daniel Digilio,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
224751,,Carlos Alberto Echeverry Echeverry,,[Unknown],merlincae08@gmail.com,,
240317,,Ronald Amstutz,,[Unknown],rhamstutz@gmail.com,,Direct
10837847,Inactive Investor,Kenneth Anderson,,"Empower Financial Services, Inc Fairway KS Private Residence",kenneth.anderson@gwrs.com,,Salesforce
9570507,,Matthew Marcello,,,mmarcello@apexiumfin.com,,List import
10838961,Inactive Investor,Linda Kalata,Chief Administrative Officer;Chief Compliance Officer,"Premier Path Wealth Partners, LLC",l.kalata@premierpath.com,,Salesforce
10615422,,Andrew D'Amato,"Financial Advisor, Senior Vice President",,andrew.damato@morganstanley.com,,List Import
9542417,,Avin Moghadam,,,avinmoghadam182@gmail.com,,List import
11010046,Inactive Investor,Ryan Howard,Financial Professional,"Equitable Advisors, LLC High Point NC 4000 Piedmont Pkwy",ryan.howard@equitable.com,,Salesforce
10944557,Inactive Investor,Jay Desimone,,LPL Financial LLC Marysville CA Private Residence,jay.desimone@lpl.com,,Salesforce
10820446,Inactive Investor,David Dekoekkoek,Owner,"David De Koekkoek, CFP, EA",dave@ddktax.com,,Salesforce
11121902,Inactive Investor,Kenneth Segal,Financial Advisor,LPL Financial LLC Philadelphia PA 2401 Pennsylvania Ave,kenneth.segal@lpl.com,,Salesforce
10761791,Inactive Investor,Adam Jack,,"Northwestern Mutual Investment Services, LLC Bradford PA 23 Kennedy St",adam.jack@nm.com,,Salesforce
10889945,Inactive Investor,Brian Harvey,Financial Advisor,Edward Jones Beaverton OR 1925 NE Stucki Ave,brian.harvey@edwardjones.com,,Salesforce
10793044,Inactive Investor,Timothy Hope,Portfolio Manager;Research Analyst,Navellier & Associates Inc,timh@navellier.com,,Salesforce
350664,,Brittany Knisely,Client Amazement Specialist,"Lifeguide Financial Advisors, Llc",bknisely@lifeguidefa.com,717-796-1700,Manual List Upload
10871560,Inactive Investor,Oliver Cross,Co-Founder;Founding Partner;Partner;Senior Advisor,Verum Partners LLC,ocross@verumpartnership.com,,Salesforce
10614823,,Jonathan Klein,"Financial Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management",,jonathan.d.klein@morganstanley.com,,List Import
11141511,Inactive Investor,Danny Nestorovski,,"VALIC Financial Advisors, Inc. Merrillville IN 8001 Broadway",danny.nestorovski@valic.com,,Salesforce
10756974,Inactive Investor,Scott Renkemeyer,,LPL Financial LLC Jefferson City MO 748 W Stadium Blvd,scott.renkemeyer@lpl.com,,Salesforce
332789,,Drew Curto,Wealth Manager,First Republic - Los Angeles,dcurto@firstrepublic.com,,
11115960,Inactive Investor,Sonya Johnson,,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",sonya.johnson@wfafinet.com,,Salesforce
11074123,Inactive Investor,Jared Henderson,Financial Advisor,"Equitable Advisors, LLC Herriman UT Private Residence",jared.henderson@equitable.com,,Salesforce
11199780,Inactive Investor,Calib Donnell,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",calib.donnell@prudential.com,,Salesforce
10646645,,Lori Miller,,,lori.miller@lpl.com,,List Import
228718,,Snotti St. Cyr -,,Snotti St. Cyr [[Unknown]],spstcyr3702@gmail.com,,
10840540,Inactive Investor,Jeremy Darstek,Financial Advisor,"Ameriprise Financial Services, LLC Naples FL 12330 Tamiami Trl E",jeremy.darstek@ampf.com,,Salesforce
11011055,Inactive Investor,Jackson Philgren,,State Farm VP Management Corp.,,,Salesforce
337307,, -,,[Unknown],rcampos@wideproperty.pt,,
11107302,Inactive Investor,Wiktoria Borowski,,J.P. Morgan Securities LLC La Grange IL 14 S La Grange Rd,wiktoria.borowski@chase.com,,Salesforce
10944145,Inactive Investor,Joshua Arthur,,Edward Jones Berea KY Private Residence,joshua.arthur@edwardjones.com,,Salesforce
11140273,Inactive Investor,Frederick Brown,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,fritz.brown@opco.com,,Salesforce
11049612,Inactive Investor,Fatema Sarker,,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",fatema.sarker@rbc.com,,Salesforce
10787778,Inactive Investor,Stephen Becker,,"CUSO Financial Services, L.P. Alburquerque NM Private Residence",sbecker@cusonet.com,,Salesforce
9588902,,Nicholas Petrelli,,,npetrelli@mdcapital.com,,List import
198200,,Peter Mitchell,,[Unknown],petermitch@aol.com,,
10995277,Inactive Investor,Anthony Graczyk,,"Wells Fargo Clearing Services, LLC Milwaukee WI 4108 N Oakland Ave",anthony.graczyk@wellsfargo.com,,Salesforce
9580685,,Sharon Ingram,,,singram@gam.com,,List import
119462,,Donald Cuppy,Member,"Autus Asset Management, Llc",don@autusam.com,480-993-3840,Manual List Upload
11081810,Inactive Investor,Tammie Pinckard,,Edward Jones Flower Mound TX 3111 Cross Timbers Rd,tammie.pinckard@edwardjones.com,,Salesforce
9620736,,Andy Lie,,,dkfk@7kr.com,,List import
9585036,,Matthew Harmon,,,m.harmon@fi.com,,List import
9551239,,uu kkk,,,jfkfkf@lflff.com,,List import
11181342,Inactive Investor,Michael Heckmann,Managing Director,"Stifel, Nicolaus & Company, Incorporated San Rafael CA 1111 A St",heckmannm@stifel.com,,Salesforce
11193225,Inactive Investor,Eric Dunn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,eric.dunn@ubs.com,,Salesforce
10939532,Inactive Investor,Robert Koerner,,CLG LLC Prosper TX Private Residence,bobk@clgwm.com,,Salesforce
10992314,Inactive Investor,Abrahim Harb,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
11068257,Inactive Investor,Marc Arcidiacono,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",marc.a.arcidiacono@ml.com,,Salesforce
10819292,Inactive Investor,James Fleck,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bend OR 2731 NW Potts Ct",james.fleck@stifel.com,,Salesforce
10838416,Inactive Investor,John Matta,Financial Advisor,Edward Jones Ayden NC 446 2nd St,chad.matta@edwardjones.com,,Salesforce
228269,, -,,[[Unknown]],justasal@yahoo.ie,,Organic Search
217312,,Albert Elomo-Onguene,,[Unknown],alomobert@yahoo.com,,
10896107,Inactive Investor,Angela Goens,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9570019,,Turner Abston,,,tabston@ftb.com,,List import
10776357,Inactive Investor,Julie Hittle,Financial Advisor,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",julie.hittle@wellsfargoadvisors.com,,Salesforce
10762245,Inactive Investor,Brian Brice,Director - Alternative Investments;Government Entity Specialist;Institutional Consulting Director;Managing Director - Private We,Morgan Stanley Birmingham MI 34901 Woodward Ave,brian.brice@morganstanley.com,,Salesforce
11040997,Inactive Investor,Jack De Groot,,"Northwestern Mutual Investment Services, LLC Salem OR 465 Commercial St NE",jack.degroot@nm.com,,Salesforce
10865938,Inactive Investor,Janice Roberts,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,janice.roberts.bw6r@statefarm.com,,Salesforce
11041935,Inactive Investor,Donald Wynter,,The Huntington Investment Company Mount Prospect IL 2100 S Elmhurst Rd,donald.m.wynter@huntington.com,,Salesforce
11195610,Inactive Investor,Jennifer Sekscinski,Financial Advisor,"Citizens Securities, Inc. Pittsburgh PA 8050 Peebles Rd",jennifer.a.sekscinski@citizenssecurities.com,,Salesforce
10851870,Inactive Investor,Matthew Heerwagen,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,matthew.heerwagen@gs.com,,Salesforce
117891,,Raymond Schutzman,Director,Allegheny Financial Group Ltd,rschutzman@alleghenyfinancial.com,412-536-8021,Manual List Upload
5131655,,Adrian Erwin,,n/a,aerwin@protonmail.com,928-420-4539,Web Form Fillout
11113256,Inactive Investor,Bradley Stojan,Financial Advisor,Edward Jones Rochelle IL 181 E Rte 38,brad.stojan@edwardjones.com,,Salesforce
11141143,Inactive Investor,Kenneth Hughes,Financial Advisor,LPL Financial LLC San Diego CA 17816 Frondoso Dr,kenneth.hughes@valic.com,,Salesforce
11203293,Inactive Investor,Deran Hodges,,PFS Investments Inc. Miami FL 666 NE 125th St,,,Salesforce
11005901,Inactive Investor,Nathan Mcroberts,,"FBL Marketing Services, LLC Osage IA 1234 Main St",nathan.mcroberts@fblfinancial.com,,Salesforce
28432,,Marc Lasry,Chairman And Chief Executive Officer Of Avenue Capital Group,"Avenue Asia Capital Management, L.p.",mlasry@avenuecapital.com,1-212-850-7511,Manual List Upload
11237226,Inactive Investor,Scott Kunz,Enrolled Agent;Investment Advisor,Valhalla Advisors LLC,skunz@thevalhallagroup.com,,Salesforce
9584326,,Kim Oeder,,,koeder@ancora.net,,List import
9622766,,Gayle Reaume,,,gayle@moolahu.com,,List import
11063288,Inactive Investor,William Irish,Financial Advisor,LPL Financial LLC Saginaw MI 1 Tuscola St,william.irish@lpl.com,,Salesforce
11040754,Inactive Investor,Timothy Johnson,Financial Advisor,SageSpring Wealth Partners Knoxville TN 136 Concord Rd,timothy.johnson@swinvestmentgroup.com,,Salesforce
11078419,Inactive Investor,Jeremy Laster,,Vanguard Marketing Corporation,jeremy_laster@vanguard.com,,Salesforce
11105216,Inactive Investor,Robert Gajewski,Financial Advisor,Edward Jones Huntley IL 12519 Regency Pkwy,bob.gajewski@edwardjones.com,,Salesforce
10880917,Inactive Investor,Donna Di Ciaccio,,"Ameriprise Financial Services, LLC Rochester NY 2290 East Ave",donna.m.diciaccio@ampf.com,,Salesforce
11217467,,Daniel Ortiz,,,dortiz@commonwealth.com,,Other
11128748,Inactive Investor,Brian Groh,,"J.W. Cole Financial, Inc. Satellite Beach FL 1275 S Patrick Dr",,,Salesforce
230357,, -,,[[Unknown]],celestinojmartinez@yahoo.com,,
216016,,Lee Yitfoong,,[Unknown],lee.yitfoong@uobgroup.com,,source
10552125,,Edgar Manuel Ruiz Arias,,,edgarmanuelruizplasticos@gmail.com,,Web Form Fillout
11022967,Inactive Investor,Jack Cherry,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10589983,,Fiona Chen,,,sheaufeichen@gmail.com,,Web form fillout
10800249,Inactive Investor,Michael Hulley,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",michael.hulley@ml.com,,Salesforce
11039713,Inactive Investor,Misty Muhammad,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,misty.muhammad@primerica.com,,Salesforce
10809944,Inactive Investor,Matthew Blecker,,"Osaic Wealth, Inc. Nanuet NY 25 Smith St",,,Salesforce
11229177,Inactive Investor,James Kendall,,Goldman Sachs & Co.,,,Salesforce
335642,,George Schultze,"Managing Member Of Schultze Asset Management Gp, Llc","Schultze Asset Management, Lp",gschultze@samco.net,914-701-5260,Manual List Upload
45645,,Michael Truesdell,Financial Consultant,Thrivent Investment Management Inc.,mike.truesdell@thrivent.com,,
10904628,Inactive Investor,Daniel Blanchflower,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",,,Salesforce
11048215,Inactive Investor,Rafael Roca,Financial Advisor,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",rroca@financialguide.com,,Salesforce
11041414,Inactive Investor,Joshua Brooks,,"Raymond James & Associates, Inc.",joshua.brooks@raymondjames.com,,Salesforce
10784485,Inactive Investor,Michael Schiffman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11033693,Inactive Investor,Justin Peterson,Partner;Portfolio Director;Wealth Advisor,"BBR Partners, LLC",jpeterson@bbrpartners.com,,Salesforce
10855314,Inactive Investor,John Gaudin,President,Argenta Wealth Management North Little Rock AR 301 Main St,,,Salesforce
11025324,Inactive Investor,Makenzie Belnap,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
11057484,Inactive Investor,John Braden,Financial Advisor,Edward Jones Sun City West AZ 13940 W Meeker Blvd,john.braden@edwardjones.com,,Salesforce
11142652,Inactive Investor,Matthew O'Keefe,Financial Advisor;Managing Partner,"Equitable Advisors, LLC Riva MD Private Residence",matthew.okeefe@equitable.com,,Salesforce
10835739,Inactive Investor,Stephen Michener,Financial Advisor,"Wells Fargo Clearing Services, LLC Simi Valley CA 2740 Cochran St",stephen.j.michener@wellsfargo.com,,Salesforce
10993701,Inactive Investor,Phannith Sann,,J.P. Morgan Securities LLC Lowell MA 315 Bridge St,phannith.sann@jpmorgan.com,,Salesforce
11135623,Inactive Investor,John Anderson,,PFS Investments Inc. Wilmington DE 2055 Limestone Rd,john.anderson@primerica.com,,Salesforce
10927438,Inactive Investor,Jeffrey Miller,,"Raymond James & Associates, Inc. Elyria OH Private Residence",,,Salesforce
10957453,Inactive Investor,Edward Cho,Chief Compliance Officer;Managing Member;Wealth Advisor,Echo Advisory LLC,edward@echoadvisory.net,,Salesforce
10761384,Inactive Investor,John Whelan,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",john.w.whelan@wellsfargoadvisors.com,,Salesforce
159135,,N?ai?d?y A?sa?mi?zu,,Nâ€†aiâ€†dâ€†y Aâ€†saâ€†miâ€†zu,naidy.a@hotmail.com,,
10644278,,Brigette Christiansen,,,brigette.christiansen@morganstanley.com,,List Import
11072285,Inactive Investor,Rebecca Merrill,,D.A. Davidson & Co.,,,Salesforce
10866220,Inactive Investor,Tad Roman,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,tad.roman@primerica.com,,Salesforce
9608012,,Joshua Quick,,,jrquick85@gmail.com,,List import
10894113,Inactive Investor,Stephen Bossio,Owner,Magnum Financial,sbossio@magnum-financial.com,,Salesforce
9624098,,Esteban Ayala Monge,,,eayala.ins@gmail.com,,List import
11053489,Inactive Investor,Timothy Pilz,Financial Professional;Vice President,"Equitable Advisors, LLC Melville NY 395 N Service Rd",timothy.pilz@equitable.com,,Salesforce
10614525,,Ardian Hasko,Financial Advisor,,ardianhasko@brileywealth.com,,List Import
11071281,Inactive Investor,Cesar Toro,,"Avantax Investment Services, Inc. Lake Mary FL 250 International Pkwy",,,Salesforce
10955781,Inactive Investor,Blake Stevison,Financial Advisor,Edward Jones Stillwater OK 4721 W 6th Ave,blake.stevison@edwardjones.com,,Salesforce
11153729,Inactive Investor,Landon Pooley,Registered Associate,Morgan Stanley Prescott AZ 118 E Carleton St,,,Salesforce
10946203,Inactive Investor,Andrea Freitas,,"Osaic Wealth, Inc. Cranston RI 2000 Chapel View Blvd",,,Salesforce
11228525,Inactive Investor,Miguel Gutierrez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11056614,Inactive Investor,Sammy Johnson,,"Osaic Wealth, Inc. Spring TX 1725 Hughes Landing Blvd",,,Salesforce
9591928,,bang wahdi,,,bway1777@yahoo.com,,List import
124179,,Brian Maxwell,Investment Officer,"Mill Creek Capital Advisors, Llc",bmaxwell@millcreekcap.com,,
6397593,,colin h,,,ohainey@gmail.com,,Web Form Fillout
9561171,,David Smith,,,david.smith@fscadvisor.com,,List import
9545764,,William Macari,,,macari1@mac.com,,List import
10848826,Inactive Investor,Andres Herrera,Senior Vice President - Wealth Management,Morgan Stanley Miami FL 200 S Biscayne Blvd,andres.herrera@ms.com,,Salesforce
10917982,Inactive Investor,Cory Grummer,Senior Vice President;Senior Wealth Management Associate,Stephens,cgrummer@stephens.com,,Salesforce
9566922,,Robert Dye,,,robdye1@yahoo.com,,List import
11219783,,Peter Palfrey,,,ppalfrey@loomissayles.com,,Other
10419400,,KOTADIYA DHRUV,,,kotadiyadhruv0610@gmail.com,,Web Form Fillout
11048163,Inactive Investor,Debbie Sawma,,Key Investment Services LLC Niagara Falls NY 7350 Niagara Falls Blvd,debbie_sawma@keybank.com,,Salesforce
1001605,Inactive Investor,Lauren Bugay,Managing Director,Duchossois Capital Management,lbugay@duch.com, +1 630 501 2300,
11107514,Inactive Investor,Robert Kristof,,"Casey Wealth Management, Inc.",bob@caseywealth.com,,Salesforce
108368,,Bill Berry,,Bill Berry and Associates,bill@gday.net,61404228847,
10999815,Inactive Investor,Robert Brock,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,robert.brock@primerica.com,,Salesforce
10944015,Inactive Investor,Ivan Gonzalez,,Cetera Advisors LLC Glendale CA 100 N Brand Blvd,igonzalez@ceteraadvisors.com,,Salesforce
10772642,Inactive Investor,Blair Hansen,,"Osaic Wealth, Inc. San Jose CA 1550 The Alameda",,,Salesforce
373772,,Frank Meade,,[Unknown],frankmeade@verizon.net,,source
165018,,Paul Desmarais,,[Unknown],pauldthree@sagardholdings.com,,Organic Search
9597123,,Rontgen Alberto Santana,,,rontgensantana158@gmail.com,,List import
10822903,Inactive Investor,Dianne George,Operations Manager;Senior Client Service Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,dianne.george@morganstanley.com,,Salesforce
11020022,Inactive Investor,Eveline Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10758888,Inactive Investor,Kathleen Racette,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Rancho Sante Fe CA 6110 El Tordo",kathleen.racette@wellsfargoadvisors.com,,Salesforce
10661456,,James Malinowski,,,jim@thejmfinancial.com,,List Import
10811282,Inactive Investor,Andrew Whitmore,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 7432 Monika Manor Dr",awhitmore@ampf.com,,Salesforce
77998,,Eric Funk,Financial Consultant,Thrivent Investment Management Inc.,eric.funk@thrivent.com,507-289-1682,
9622945,,Susan Monahan,,,skfigi@gmail.com,,List import
204463,,James Labadie,,[[Unknown]],jlab@mindspring.com,,Direct
10833853,Inactive Investor,Steven Ganan,Senior Business Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",steven.ganan@rbc.com,,Salesforce
10940524,Inactive Investor,Jared Bjornberg,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,,,Salesforce
10784871,Inactive Investor,Mary Ciske,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,mary.ciske@thrivent.com,,Salesforce
9540806,,Chris Alto IRA FBO Christopher Thayer ROTH IRA,,Chris Thayer,thaycw1@me.com,,List Import
10771112,Inactive Investor,Kyle Ryer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",kyle.ryer@ml.com,,Salesforce
10956519,Inactive Investor,Juan Saavedra Marin,Private Client Banker,J.P. Morgan Securities LLC Windermere FL 9176 Conroy Windermere Rd,juan.saavedra@jpmorgan.com,,Salesforce
10888058,Inactive Investor,Michael Sullivan,,Fidelity Brokerage Services LLC Palm Coast FL Private Residence,,,Salesforce
10849904,Inactive Investor,Roni Arjangravesh,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Northridge CA 8812 Corbin Ave",roni.arjang@wellsfargo.com,,Salesforce
11139920,Inactive Investor,Andy Murphy,Investment Advisor Representative,"CUSO Financial Services, L.P. Vancouver WA 3003 NE 62nd Ave",,,Salesforce
11046996,Inactive Investor,Eric Baker,Financial Advisor,Means Wealth Management Greenville SC 325 Augusta St,eric.baker@meanswealth.com,,Salesforce
9554131,,Alan Nazarow,,,anazarow@financialguide.com,,List import
11126031,Inactive Investor,Delys Ayers,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",delys.ayers@tiaa.org,,Salesforce
10838168,Inactive Investor,Dean Scalise,,"Osaic Wealth, Inc. Erie PA 5050 W Ridge Rd",dscalise@royalaa.com,,Salesforce
10484953,,Robert Helm,"Chief Compliance Officer, Chief Executive Officer, Managing Member",Helm Investment,wcp2000@yahoo.com,,List Import
10883652,Inactive Investor,Thomas Barnes,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",michael.barnes@raymondjames.com,,Salesforce
10881945,Inactive Investor,Carli Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",carli.jones@ml.com,,Salesforce
11078672,Inactive Investor,Katherine Stark,,J.P. Morgan Securities LLC Vail CO 141 E Meadow Dr,katherine.stark@jpmorgan.com,,Salesforce
10985299,Inactive Investor,Charles Ambroselli,Senior Financial Advisor,"Patton Albertson Miller Group, LLC Atlanta GA 3340 Peachtree Rd NE",,,Salesforce
11115955,Inactive Investor,Alan Hafferkamp,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Woodstock IL 2424 Lake Shore Dr",alan.hafferkamp@wellsfargoadvisors.com,,Salesforce
10883196,Inactive Investor,Patricia Gomez,Investment Advisor,CPR Investments Inc Riverside CA 6200 Pegasus Dr,patty.gomez@cprinvestmentsinc.com,,Salesforce
11185334,Inactive Investor,Tyler Stude,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",tyler.stude@wellsfargoadvisors.com,,Salesforce
10793210,Inactive Investor,Deanna Baele,Executive Office Advisor,"David Vaughan Investments, LLC",dbaele@dviinc.com,,Salesforce
9574719,,Meysam Mardani,,,meysammardani324@gmail.com,,List import
11102859,Inactive Investor,Jonathan Newton,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",jonathan.newton@nm.com,,Salesforce
11154635,Inactive Investor,Mattie Hudson,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,mattie.hudson.corl@statefarm.com,,Salesforce
11028685,Inactive Investor,Lloyd Abramowitz,Partner;Practice Leader,Cerity Partners LLC New York NY 220 E 42nd St,labramowitz@ceritypartners.com,,Salesforce
10811406,Inactive Investor,David Kaiser,,Integrated Wealth Concepts LLC Bloomfield Hills MI 42714 Woodward Ave,,,Salesforce
11058447,Inactive Investor,Mackenzie Leake,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",mleake@realtawealth.com,,Salesforce
10883328,Inactive Investor,Robert Craig,Financial Advisor,Edward Jones Goleta CA 5656 Calle Real,,,Salesforce
11130517,Inactive Investor,Paul Solomon,,"Parkland Securities, LLC Wilkes Barre PA 67-69 Public Sq",,,Salesforce
10912758,Inactive Investor,Matthew Hickok,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
9547059,,Dean Rager,,,dean@geneoswealth.com,,List import
10781353,Inactive Investor,Julie Shane,Client Relationship Associate,Robert W. Baird & Co. Incorporated,jshane@rwbaird.com,,Salesforce
10928427,Inactive Investor,Nishesh Yadav,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11232894,Inactive Investor,Ethan Rasnic,,"Wells Fargo Clearing Services, LLC",,,Salesforce
213241,,PAUL BARROW,,[Unknown],pbarrow12345@gmail.com,,source
10783069,Inactive Investor,Robert Lang,Owner,"Lang Asset Management, Inc.",rlang@langasset.com,,Salesforce
9633448,,Robert Childs,,,robertchilds2003@yahoo.com,,List import
11144597,Inactive Investor,Robert Nieto,,"Osaic Institutions, Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",,,Salesforce
374160,,Sandra Familet,,[Unknown],sandra@cfl3.org,,dedicated
10944552,Inactive Investor,Sergio Lozano,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",sergio.lozano@raymondjames.com,,Salesforce
11049502,Inactive Investor,Christopher Snow,Chief Executive Officer;Director;MSP;President;Regulatory Contact;ROSFP;Shareholder,"Signal Securities, Inc.",chris@signalsecurities.com,,Salesforce
11001606,Inactive Investor,Alan Butler,,"First Command Brokerage Services, Inc. Oklahoma City OK 5604 SE 67th St",ambutler@firstcommand.com,,Salesforce
9629629,,Ben Marcal,,,ben.marcal@gmail.com,,List import
11097219,Inactive Investor,Bryan Skoruppa,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",bryan.skoruppa@schwab.com,,Salesforce
11126098,Inactive Investor,Robert Dufour,,"Osaic Wealth, Inc. Exeter NH Private Residence",,,Salesforce
11062499,Inactive Investor,Donnie Lyons,,PFS Investments Inc. Fort Valley GA 904 Knoxville St,donnie.lyons@primerica.com,,Salesforce
349913,,Ian Zaffino,"Managing Director, Senior Analyst, Special Situations",Oppenheimer & Co. Inc.,ian.zaffino@opco.com,212-668-8000,Manual List Upload
11163447,Inactive Investor,Brian Clayton,Financial Advisor,LPL Financial LLC Burlington NC 2517 S Church St,brian.clayton@lpl.com,,Salesforce
10887048,Inactive Investor,Christopher Freddo,,"Truist Investment Services, Inc. Warminster PA 320 W Street Rd",chris.freddo@truist.com,,Salesforce
9592185,,Vlad Lopushynskyy,,,focusnik2@yahoo.com,,List import
11119325,Inactive Investor,Gagan Pathak,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
10972688,Inactive Investor,Richard Zhang,,Citigroup Global Markets Inc.,,,Salesforce
11033874,Inactive Investor,William Castagna,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",wcastagna@financialguide.com,,Salesforce
9607570,,Van Nguyen,,,vannguyen408@gmail.com,,List import
9839045,,Tom Walsh,,,tomwalsh25@sky.com,07557530778,Web form fillout
11213061,Inactive Investor,Babak Faraji,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,babak.faraji@fidelity.com,,Salesforce
9593831,,Karn Assawaniwest,,,em_awest@hotmail.com,,List import
10930573,Inactive Investor,Roger Smith,,Cetera Advisor Networks LLC Gaffney SC 1205 W Floyd Baker Blvd,,,Salesforce
9572950,,James Duronio,,,jduronio@covenantcapitaladvisors.com,,List import
11101673,Inactive Investor,Kelly Weyer,Financial Advisor,UBS Financial Services Inc. Syracuse NY 440 S Warren St,kelly.weyer@ubs.com,,Salesforce
11002976,Inactive Investor,Lucie Hahn,,J.P. Morgan Securities LLC Sarasota FL 3861 Central Sarasota Pkwy,lucie.hahn@jpmorgan.com,,Salesforce
9635811,,Glen Williard,,,williardg@pfm.com,,List import
10756104,Inactive Investor,Garrett Frost,Financial Advisor;Financial Planning Specialist,Morgan Stanley Omaha NE 13625 California St,garrett.frost@morganstanley.com,,Salesforce
10964145,Inactive Investor,Edward Dawson,Associate,Edward Jones Virginia Beach VA 109 S Lynnhaven Rd,edward.dawson@edwardjones.com,,Salesforce
10809052,Inactive Investor,Bruno Cunha,,Morgan Stanley New York NY 399 Park Ave,bruno.cunha@morganstanley.com,,Salesforce
10842132,Inactive Investor,Gary Pankonien,,"Avantax Investment Services, Inc. Janesville WI 1101 Joliet St",,,Salesforce
341340,,Jonathan Hilsabeck,"Portfolio Manager, Managing Member, Sector Specialist, Limited Partner","Shellback Capital, Lp",jhilsabeck@shellback.com,617-204-5500,Manual List Upload
10646444,,Cathy Anderson Hyams,,,cathy.j.anderson@rbc.com,,List Import
9577245,,Supra Plows,,,supra.plows@transamerica.com,,List import
11238111,Inactive Investor,Kevin Kester,,Siguler Guff Advisers LLC,kkester@sigulerguff.com,,Salesforce
10935590,Inactive Investor,James Lammers,,Commonwealth Financial Network Omaha NE 16934 Frances St,jlammers@commonwealth.com,,Salesforce
10820826,Inactive Investor,Donald Oblazney,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,don.oblazney@edwardjones.com,,Salesforce
11197358,Inactive Investor,James Hanagan,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",jhanagan@financialguide.com,,Salesforce
11013275,Inactive Investor,Joshua Neuss,,Thrivent Investment Management Inc. Scottsdale AZ 14850 N Scottsdale Rd,joshua.neuss@thrivent.com,,Salesforce
10957102,Inactive Investor,Don Carlos,,"Osaic Wealth, Inc. Westerville OH 5005 Sunbury Rd",,,Salesforce
226446,,Jim -,,Pomfret and Grim Private Wealth Management Group,jpomfret@verizon.net,,Initial Salesforce Import
10833721,Inactive Investor,Reda Megally,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,rmegally@ft.newyorklife.com,,Salesforce
10873165,Inactive Investor,Michael McCarthy,,Cetera Advisor Networks LLC Myrtle Beach SC 9776 Kings Rd,,,Salesforce
10999958,Inactive Investor,Nicole James,,"Northwestern Mutual Investment Services, LLC Oswego NY 218 W 8th St",nicole.james@nm.com,,Salesforce
9566833,,EUISUNG RYU,,,kingod@kakao.com,,List import
10944135,Inactive Investor,Ryan Rourke,Chief Compliance Officer,"Doliver Advisors, L.P.",rrourke@doliveradvisors.com,,Salesforce
11141691,Inactive Investor,Alejandro Lopez Alguacil,Financial Advisor,Edward Jones Sebring FL 17 Ryant Blvd,alex.lopez@edwardjones.com,,Salesforce
11221524,,Kristin Adrian,,,kadrian@aracapital.com,,List Import
11203404,Inactive Investor,Edward Blanchard,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Metairie LA 3000 21st St",,,Salesforce
9631785,,? ?,,,462695597@qq.com,,List import
9638831,,Ana Gomez,,,gomeza@montclair.edu,,List import
10769097,Inactive Investor,Carol Smith,,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",,,Salesforce
9619343,,Thomas Bellone,,,thomas.j.bellone@wellsfargo.com,,List import
11086859,Inactive Investor,Deborah Serpico,,PFS Investments Inc. Lisle IL 3030 Warrenville Rd,deborah.serpico@primerica.com,,Salesforce
10900819,Inactive Investor,Michael Miller,,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
11233209,Inactive Investor,Hernan Alvarado,,J.P. Morgan Securities LLC Westbury NY 201 Post Ave,hernan.alvarado@jpmorgan.com,,Salesforce
9547378,,Pablo Rami,,,pramireziu@fen.uchile.cl,,List import
9620402,,drew Rosener,,,drew@drew.net,,List import
10944031,Inactive Investor,Rogelio Portillo,,"Allstate Financial Services, LLC El Paso TX 1320 N Yarbrough Dr",royportillo@allstate.com,,Salesforce
11108439,Inactive Investor,Anthony Jones,Lead Advisor,"Rebel Financial, LLC",,,Salesforce
11028669,Inactive Investor,Gonzalo Acevedo,,BNY Mellon Securities Corporation Miami FL 1450 Brickell Ave,gonzalo.acevedo@bnymellon.com,,Salesforce
11101941,Inactive Investor,Abide Kakou,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,abide.kakou@jpmorgan.com,,Salesforce
9583347,,Jacob Godwin,,,jgodwin@ft.newyorklife.com,,List import
228950,,Musa -,,[[Unknown]],bitcoinmusa@gmaim.com,,Direct
11019827,Inactive Investor,Richard Spears,,J.P. Morgan Securities LLC New York NY 111 8th Ave,richard.spears@jpmorgan.com,,Salesforce
10838712,Inactive Investor,Reginald Dees,,"Cambridge Investment Research, Inc. Charlotte NC 6135 Park South Dr",,,Salesforce
10659129,,Mayra Escalante,,,mayra.a.escalante@jpmorgan.com,,List Import
10928947,Inactive Investor,Jackson Petersen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",jackson.petersen@ml.com,,Salesforce
10947209,Inactive Investor,Cody Kilpatrick,,"Ameriprise Financial Services, LLC Baytown TX 2830 N FM 565 Rd",cody.kilpatrick@ampf.com,,Salesforce
11184424,Inactive Investor,Alexander Daniyan,,PFS Investments Inc. New York NY 48 Wall St,alexander.daniyan@primerica.com,,Salesforce
10975041,Inactive Investor,Bimal Gupta,,"Ameriprise Financial Services, LLC Summit NJ 129 Summit Ave",,,Salesforce
10897176,Inactive Investor,Andrew Bowen,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11047590,Inactive Investor,Brandon Chang,Chief Compliance Officer;Co-Founder;Director - Investments;Founding Partner;Managing Member,Sun Group Wealth Partners LLC,brandon@sungroupwp.com,,Salesforce
10899351,Inactive Investor,Stephen Michael,Senior Financial Advisor,"Marietta Wealth Management, LLC",steve@mariettawealth.com,,Salesforce
11024013,Inactive Investor,Scott Cantor,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",scott.cantor@aretewealth.com,,Salesforce
9569172,,Jeffry Platter,,,platter.jeff@principal.com,,List import
10924089,Inactive Investor,Matthew Mahabadi,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,matthew.mahabadi@ceterainvestors.com,,Salesforce
11082935,Inactive Investor,Christopher Mannino,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",christopher.mannino@ml.com,,Salesforce
10618665,,Edward Cruickshank,,,ecruickshank@savantwealth.com,,List Import
9647559,,David Antypas,,,david.antypas@gmail.com,,List import
11090128,Inactive Investor,Emily Mccartney,Advisor;Regulatory Contact;Wealth Management Advisor,McCartney Wealth Management LLC,emily@mccwm.com,,Salesforce
11260118,Inactive Investor,Heidi Van Gorder,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",heidi.vangorder@nm.com,,Salesforce
347651,,Timothy Klag,Member And Head Trader,"Hhr Asset Management, Llc",tim@hhr.com,908-771-3900,Manual List Upload
11157539,Inactive Investor,Sarah Smart,,Lincoln Investment Hillsboro OH 120 N High St,ssmart@lincolninvestment.com,,Salesforce
11117558,Inactive Investor,Edison Aracena Lorenzo,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 2861 Broadway,,,Salesforce
11159847,Inactive Investor,Brian Foley,Chief Compliance Officer;Founder;Managing Director;Officer;Owner;Shareholder,"Lighthouse Capital, LLC",bfoley@lighthousecapllc.com,,Salesforce
10782145,Inactive Investor,Celeste Hamler,,Morgan Stanley Madison CT 741 Boston Post Rd,celeste.hamler@morganstanley.com,,Salesforce
9615495,,Waseem Nassar,,,waseemnassar@gmail.com,,List import
10935529,Inactive Investor,Aaron Fopma,Financial Associate,Thrivent Investment Management Inc. Iowa Falls IA 703 S Oak St,aaron.fopma@thrivent.com,,Salesforce
10801477,Inactive Investor,Jacqueline Molloy,,Vanguard Marketing Corporation,jacqueline_kelly@vanguard.com,,Salesforce
11027929,Inactive Investor,Narayama Nissen,,J.P. Morgan Securities LLC Annapolis MD 920 Bay Ridge Rd,narayama.nissen@jpmorgan.com,,Salesforce
10998743,Inactive Investor,Ellie Brower,Associate,Edward Jones Paducah KY 1249 Broadway St,ellie.brower@edwardjones.com,,Salesforce
9628418,,Lida Eslami,,,leslami@lseg.com,,List import
9555366,,Ben Roberts,,,legotheory@hotmail.com,,List import
11255353,Inactive Investor,Gary Bratton,Investment Advisor,"Prevail Innovative Wealth Advisors, LLC",rbratton@prevailiws.com,,Salesforce
11140923,Inactive Investor,John Karby,Financial Advisor,Edward Jones Fayetteville TN 1231 Huntsville Hwy,john.karby@edwardjones.com,,Salesforce
11040982,Inactive Investor,Peter Kearney,,"LaSalle St Securities, L.L.C. Deerfield IL 2217B Lakeside Dr",,,Salesforce
10696392,,Stephen Novak,,"Morningstar, Inc.",steve.novak@morningstar.com,,List Import
11027551,Inactive Investor,Michael Persons,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,,,Salesforce
11003646,Inactive Investor,Susan Bennett,Chief Operating Officer;Chief Operations Officer;President,PFG Advisors,bennetts@pfgteam.com,,Salesforce
11053937,Inactive Investor,James Walters,Chief Compliance Officer;Chief Executive Officer;Investment Executive,77 Financial Group,james@77financialgroup.com,,Salesforce
2658776,,?? ?,,,1908361934@qq.com,,
10923040,Inactive Investor,Josue Ortiz,,"Nationwide Securities, LLC",ortij14@nationwide.com,,Salesforce
11187054,Inactive Investor,Safet Musovic,Financial Advisor;Vice President,Santander Securities LLC Staten Island NY 475 Forest Ave,safet.musovic@santanderinvestments.com,,Salesforce
10767216,Inactive Investor,Edward Boudreau,Financial Advisor;Vice President,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,ted.boudreau@morganstanley.com,,Salesforce
10863252,Inactive Investor,Scott Emblen,Chief Compliance Officer;Financial Advisor;Partner,"Independent Progressive Advisors, LLC",scott@ipawealthmanagement.com,,Salesforce
10939153,Inactive Investor,Andrea Rosario,,PFS Investments Inc. Jupiter FL 222 S US Hwy 1,arosario@primerica.com,,Salesforce
10872034,Inactive Investor,Nathalia Amador,Wealth Relationship Manager,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,nathalia.amador@citi.com,,Salesforce
337898,,Kelly Saito,Managing Member,"Green Cities Investment Management, Llc",kelly.saito@gerdingedlen.com,503-299-6000,Manual List Upload
10761350,Inactive Investor,Dino Stanisic,,&Partners Bayonne NJ Private Residence,dino.stanisic@wellsfargoadvisors.com,,Salesforce
10770207,Inactive Investor,David Woodward,,PNC Investments Wilmington DE 2751 Centerville Rd,david.woodward@pnc.com,,Salesforce
10853140,Inactive Investor,Matthew Borzio,Financial Advisor,Edward Jones Doylestown PA 140 S Clinton St,matthew.borzio@edwardjones.com,,Salesforce
11222742,,Robert Munger,,,rmunger@merceradvisors.com,,List Import
11222460,,William Bivin,,,wbivin@merceradvisors.com,,List Import
10768251,Inactive Investor,Rene Mercadante,,"Fifth Third Securities, Inc. Cleveland OH 1209 Som Center Rd",rene.mercadante@53.com,,Salesforce
10812413,Inactive Investor,Matthew Hustad,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",matthew.hustad@prudential.com,,Salesforce
11102596,Inactive Investor,Chynease Allen,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,callen@primerica.com,,Salesforce
11164638,Inactive Investor,Joseph Friend,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",joseph.friend@rbc.com,,Salesforce
11254288,Inactive Investor,Kathryn Brower,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
10486799,,Jason Dugdale,"Financial Consultant, Vice President","Charles Schwab & Co., Inc.",jason.dugdale@schwab.com,,List Import
248641,,Anthony Yang,Trader,NA,zy13377@gmail.com,,Manual List Upload
207194,,Julie Sullivan,"Chief Compliance Officer, President","Strategic Blueprint, LLC",jsullivan@strategicblueprint.net,678-954-4018,Organic Search
9639695,,Alan Casey,,,alan.casey@att.com,,List import
10897723,Inactive Investor,Christopher Shelton,,Cetera Investment Services LLC Memphis TN 88 Union Ave,,,Salesforce
10905657,Inactive Investor,Logan Domenico,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",logan.domenico@nm.com,,Salesforce
11023104,Inactive Investor,Mark Kluemke,,Cetera Advisor Networks LLC Springfield IL 2659 W Lawrence Ave,,,Salesforce
11127525,Inactive Investor,Angela Baker,,"Osaic Wealth, Inc. Long Beach CA 490 Pine Ave",abaker@osaicwealth.com,,Salesforce
10879625,Inactive Investor,Robert Williams,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,doug.williams@fmr.com,,Salesforce
10927518,Inactive Investor,Andrew Kratz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10886571,Inactive Investor,Trung Rhedin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10755505,Inactive Investor,Christopher Rask,Financial Advisor,LPL Financial LLC Portland OR 7185 SW Sandburg St,christopher.rask@lpl.com,,Salesforce
10510261,,Ian James,,ADP,ian.james@adp.com,,List Import
9610888,,George Michalopoulos,,,apmc329@yahoo.com,,List import
10881521,Inactive Investor,Michael Johnson,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,,,Salesforce
9596894,,Kathryn Harder,,,kharder@financialengines.com,,List import
9543680,,Aviance Murphy,,,aviancemurphy6@gmail.com,,List import
11187128,Inactive Investor,Jonathan Wolfsohn,,"Capital Investment Group, Inc. Lynbrook NY 151 Broadway",jwolfsohn@capital-invest.com,,Salesforce
10938327,Inactive Investor,Milad Montazeri,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11036128,Inactive Investor,Ethan Miller,Chief Compliance Officer;Financial Planner;Owner,Planning For Progress,ethan@planningforprogress.com,,Salesforce
9593990,,Matthew Montgomery,,,mmontgomery@fciadvisors.com,,List import
10854730,Inactive Investor,Sam Huston,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",smhuston@financialguide.com,,Salesforce
11217383,,Adam Proskovec,,,adam.proskovec@mutualofomaha.com,,Other
10749705,,MOHAMMAD ALSALEH,,,msa.alsaleh@gmail.com, +96599997955,Web Form Fillout
10656784,,Dominic Colant,,,dominic.colant@nm.com,,List Import
10912377,Inactive Investor,Rishit Dani,,CIBC World Markets Corp.,,,Salesforce
11182751,Inactive Investor,Zachery Ruetsch,,Fidelity Brokerage Services LLC,,,Salesforce
10757577,Inactive Investor,Bruce Wilson,,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",scott.wilson@wfafinet.com,,Salesforce
10988000,Inactive Investor,Vincent Rettko,,Robert W. Baird & Co. Incorporated,vrettko@rwbaird.com,,Salesforce
10760924,Inactive Investor,Andrew Losty,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Fort Worth TX 201 Main St,andrew.losty@opco.com,,Salesforce
10788720,Inactive Investor,James Scally,Chief Culture Officer;Managing Member;Managing Partner,Heritage Financial Services,jscally@heritagefinancial.net,,Salesforce
229910,, -,,[[Unknown]],mhhadid@yahoo.com,,
10848399,Inactive Investor,David Silver,Chief Compliance Officer;Chief Executive Officer;President,"Instrumental Wealth, LLC",david.silver@instrumentalwealth.com,,Salesforce
11208301,Inactive Investor,Brian Donoghue,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Boston MA 33 Arch St",brian.donoghue@tiaa.org,,Salesforce
11057234,Inactive Investor,Jesse Palmer,,Country Capital Management Company Quincy IL 330 S 36th St,,,Salesforce
10659105,,Kelly Banner,,,kelly.banner@thrivent.com,,List Import
10975108,Inactive Investor,Kyle Lillie,,Cetera Advisor Networks LLC Enid OK 5613 N Oakwood Rd,,,Salesforce
10909445,Inactive Investor,Warren Bradley,,NYLIFE Securities LLC Shreveport LA 624 Texas St,wbradley@eaglestrategies.com,,Salesforce
11010098,Inactive Investor,Lucas Frantz,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
11163717,Inactive Investor,Constance Taylor,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11116268,Inactive Investor,Devin Crimzon,,J.P. Morgan Securities LLC Orlando FL 14105 Lake Nona Blvd,devin.l.crimzon@chase.com,,Salesforce
234476,, -,,[[Unknown]],travisgatson2@gmail.com,,
11128248,Inactive Investor,Tyson Hortin,Account Review Specialist,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10787177,Inactive Investor,Rich Kelly,,"Equity Services, Inc. Portland OR 825 NE Multnomah St",kelly_rich@nlvmail.com,,Salesforce
10930092,Inactive Investor,Andrew Brandt,Wealth Advisor,Thrivent Investment Management Inc. Bothell WA 15117 Main St,andrew.brandt@thrivent.com,,Salesforce
11086555,Inactive Investor,Gouri Kumar,,"Northwestern Mutual Investment Services, LLC Gainesville FL 4965 NW 8th Ave",gouri.kumar@nm.com,,Salesforce
10617903,,Jared Korn,,,jared.s.korn@ml.com,,List Import
11122998,Inactive Investor,James Soukup,,"FBL Marketing Services, LLC Overland Park KS 10801 Mastin St",james.soukup@fbfs.com,,Salesforce
11118359,Inactive Investor,Robert Elmer,,"Empower Financial Services, Inc",robert.elmer@empower.com,,Salesforce
10863120,Inactive Investor,Thomas Long,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",thomas.long@raymondjames.com,,Salesforce
9592082,,Alex Lo,,,alexedron@gmail.com,,List import
9584752,,Sean Tuohy,,,stuohy@swbc.com,,List import
10833496,Inactive Investor,Roman Sazonov,,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",roman.sazonov@raymondjames.com,,Salesforce
10613733,,Michael Mooney,Senior Financial Advisor,,m.mooney@wfafinet.com,,List Import
109606,,James Mungovan,,Havyn,jmungovan@equitiesfirst.com,,
10855424,Inactive Investor,Sean Houston,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,shouston@rockco.com,,Salesforce
11006460,Inactive Investor,Benjamin Aucoin,,State Farm VP Management Corp. Columbus OH 82 Mill St,benjaminaucoin@statefarm.com,,Salesforce
10758919,Inactive Investor,James Brady,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",james_a_brady@ml.com,,Salesforce
11173212,Inactive Investor,David Carson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",dcarson@ampf.com,,Salesforce
9632914,,Bill Harvey,,,billharvey4u@gmail.com,,List import
10614477,,David Brown,Financial Advisor,,dpbrown@ft.newyorklife.com,,List Import
9609118,,Olajide Tolulope,,,tolubalty@gmail.com,,List import
11260114,Inactive Investor,Teresa Schoenfeld,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",teresa.schoenfeld@nm.com,,Salesforce
11171555,Inactive Investor,Daniel Hyers,Financial Advisor,Edward Jones Baxley GA 193 Blackshear Hwy,daniel.hyers@edwardjones.com,,Salesforce
9561750,,XIUFENG -,,,bm@baimaosec.com,,List import
10884366,Inactive Investor,Sean Sylvester,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,sean.sylvester@jpmorgan.com,,Salesforce
10980466,Inactive Investor,Andrea O Rourke,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",andrea.orourke@nm.com,,Salesforce
10864715,Inactive Investor,Menachem Kranz,,"Wilmington Capital Securities, LLC Fort Lauderdale FL 275 Commercial Blvd",mkranz@wilmingtoncap.com,,Salesforce
10656872,,Esai Nunez,,,esai.nunez@chase.com,,List Import
9583354,,Daniel Jimenez,,,danjim4383@gmail.com,,List import
10656770,,Tina Black,,,tmb@ntrs.com,,List Import
9591680,,Scott Mcbride,,,scott.mcbride@hwcm.com,,List import
10817148,Inactive Investor,Madlyn Bocinsky,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",madlyn.m.faber@ml.com,,Salesforce
10960310,Inactive Investor,Rebecca Deshields,,PFS Investments Inc. Hackettstown NJ 1500 County Road 517,rebecca.deshields@primerica.com,,Salesforce
10990529,Inactive Investor,Jonathan West,Associate,Edward Jones Woodstock GA 4390 Earney Rd,,,Salesforce
10956450,Inactive Investor,William Bray,,"Wells Fargo Clearing Services, LLC Chalfont PA 4275 County Line Rd",,,Salesforce
11022650,Inactive Investor,Katherine Hearden,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9558722,,Nicole Carlton,,,nicole.carlton@fmr.com,,List import
11172802,Inactive Investor,Thomas Woods,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10986252,Inactive Investor,Richard Mog,,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,rmog@primerica.com,,Salesforce
233707,, -,,[[Unknown]],davidfrancis68@gmail.com,,
10960918,Inactive Investor,Kyle Kennedy,Chief Compliance Officer,Cunningham Wealth Management Mooresville NC 106 Langtree Village Dr,kylek@c-p-a.com,,Salesforce
11046250,Inactive Investor,Robert Lukasik,,"Osaic Wealth, Inc. Rochester NY 130 Allens Creek Rd",,,Salesforce
11203482,Inactive Investor,Donald Williams,Associate Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Middleburg FL Private Residence,donald.williams@thrivent.com,,Salesforce
10999225,Inactive Investor,Andrew Gilliland,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
72599,,Keith Maier,"Member, Chief Compliance Officer","The Maier Group, Llc",kmaier@maiergroupllc.com,585-586-4230,Manual List Upload
10884669,Inactive Investor,Walter Harper,,HP & Associates,,,Salesforce
10806867,Inactive Investor,Gary Peters,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,gary_peters@glic.com,,Salesforce
9647850,,Margie Carpenter,,,margie@belltowerllc.com,,List import
11135775,Inactive Investor,Christina Sayner,Associate Financial Advisor,Edward Jones Wheaton IL 300 E Roosevelt Rd,tina.sayner@edwardjones.com,,Salesforce
10897281,Inactive Investor,Elsio Suengas,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
10657188,,Gehan Hashish,,,gehan.hashish@primerica.com,,List Import
227842,, -,,[Unknown],asmau@google.com,,News & Research
9575093,,Phillip Knight,,,pmknight2@ftbadvisors.com,,List import
10954406,Inactive Investor,Sharamaurice Thomas,Financial Advisor,Edward Jones Astoria NY 4005 Broadway,shara.thomas@edwardjones.com,,Salesforce
11046922,Inactive Investor,Eric Dorman,,Stonex Securities Inc. Orefield PA 2340 PA Rte 309,eric.dorman@saswealth.com,,Salesforce
9639345,,Stephen Webster,,,swebster@khf.org,,List import
11070676,Inactive Investor,Julie Paulson,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",julie.paulson@usbank.com,,Salesforce
10862574,Inactive Investor,Paul Martin,Chief Financial Officer,"Ellsworth Advisors, LLC Hudson OH 1521 Georgetown Rd",pmartin@ellsworthadvisors.com,,Salesforce
11000835,Inactive Investor,Jolita Ray,,"Allstate Financial Services, LLC Jacksonville FL 6100 Greenland Rd",jolitaray@allstate.com,,Salesforce
371267,,Thomas Kenaya,,CBK Global Enterprises,whob007@yahoo.com,2483882728,Initial Salesforce Import
10852983,Inactive Investor,Laurence Casper,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Asheville NC 10 Brook St,larry.casper@opco.com,,Salesforce
10834529,Inactive Investor,Kevin Fronek,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wausau WI 1 Corporate Dr",fronekk@stifel.com,,Salesforce
11093955,Inactive Investor,Rudolf Hein,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mount Pleasant SC 3015 Dunes West Blvd",rudy.j.hein@ampf.com,,Salesforce
9601484,,Robert Crane,,,robert.crane@clsinvest.com,,List import
9546008,,Comma Club,,,33commaclub@protonmail.com,,List import
11118974,Inactive Investor,Leslie Motroni,,"Ameriprise Financial Services, LLC Castleton on Hudson NY 1654 Columbia Tpke",leslie.motroni@ampf.com,,Salesforce
10934495,Inactive Investor,Nicholis Cole,Financial Advisor,Edward Jones Prairie Village KS 4121 W 83rd St,,,Salesforce
10646210,,Carter Dammen,,,carter.dammen@morganstanley.com,,List Import
10888155,Inactive Investor,Theresa Pohlman,Financial Consultant,LPL Financial LLC Indian Harbour Beach FL Private Residence,theresa.pohlman@lpl.com,,Salesforce
10948991,Inactive Investor,Nicholas Santisteban,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 200 E 79th St",nick.santisteban@schwab.com,,Salesforce
89399,,Jasper Jian,,New Zealand,jasperjian@outlook.co.nz,,source
10881388,Inactive Investor,Christine Dixon,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",chrdixon@tiaa-cref.org,,Salesforce
11037973,Inactive Investor,Michael Umstead,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",,,Salesforce
10985788,Inactive Investor,Luis Santos,,J.P. Morgan Securities LLC Mesa AZ 10746 E Point Twenty Two Blvd,luis.santos@jpmorgan.com,,Salesforce
10646344,,Dakota Bramhall,,,dakota.bramhall@ampf.com,,List Import
10897067,Inactive Investor,Brenton Silano,Financial Advisor,LPL Financial LLC Avon CT 392 W Main St,brenton.silano@lpl.com,,Salesforce
8716116,,Grant Murray,,,grant.murray@commercium.com,,Web form fillout
11016894,Inactive Investor,Adelphin Angervil,,PFS Investments Inc. San Antonio TX 911 Isom Rd,aangervil@primerica.com,,Salesforce
10647280,,Britton Allison,,,britton.allison@edwardjones.com,,List Import
10920313,Inactive Investor,Lynn Hopkins,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11188343,Inactive Investor,Jason Duross,Financial Advisor,"Pruco Securities, LLC. Doylestown PA 1980 S Easton Rd",jason.duross@prudential.com,,Salesforce
10861650,Inactive Investor,Rodolfo Ruiz,,"Wells Fargo Clearing Services, LLC Port Hueneme CA 533 W Channel Islands Blvd",rodolfo.ruiz@wellsfargo.com,,Salesforce
10936116,Inactive Investor,Evette Miller,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,evette.miller@jpmorgan.com,,Salesforce
9613620,,Dmitry Smirnov,,,sdmit@yandex.ru,,List import
11203788,Inactive Investor,Brian Sorrell,,Presidio Merchant Partners LLC Peachtree Corners GA 3930 E Jones Bridge Rd,bsorrell@thepresidiogroup.com,,Salesforce
11012640,Inactive Investor,Ryan Schneider,Portfolio Associate,Neuberger Berman BD LLC,,,Salesforce
10866886,Inactive Investor,Stefany Kaniper,,"Farmers Financial Solutions, LLC Salina KS 1716 Highland Ave",skaniper@farmersagent.com,,Salesforce
10614871,,Timothy Baker,"Executive Director, Financial Advisor",,timothy.baker@morganstanley.com,,List Import
10954604,Inactive Investor,Daniel Evenson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11055823,Inactive Investor,Bernard Michaud,,"Osaic Wealth, Inc. Fairhope AL Private Residence",,,Salesforce
10838949,Inactive Investor,Larry Pitkowsky,Managing Member;Managing Partner;Portfolio Manager;Regulatory Contact,Goodhaven Capital Management Miami FL 4940 SW 83rd St,larry@goodhavenllc.com,,Salesforce
9617149,,Greg Moore,,,gmoore@bamfunds.com,,List import
10877840,Inactive Investor,Kevin Orourke,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",kevin.orourke@northerntrust.com,,Salesforce
87372,,Edward Borst,,"Transamerica Financial Advisors, Inc",ed.borst@transamerica.com,727-299-1800,
10907908,Inactive Investor,Scott Brokaw,Director;Wealth Advisor,Lido,sbrokaw@lidoadvisors.com,,Salesforce
10915947,Inactive Investor,Christopher Cashen,,"Northwestern Mutual Investment Services, LLC Greenville SC 126 Millport Cir",chris.cashen@nm.com,,Salesforce
10747448,,Tyron Botha,,,tyron.j.botha@gmail.com,4099041100,Web Form Fillout
10780510,Inactive Investor,Vernon Unger,,"Concourse Financial Group Securities, Inc. Alpharetta GA Private Residence",vernon.unger@concoursefinancial.com,,Salesforce
11100459,Inactive Investor,Jacob Sadler,Member,"Curio Wealth, LLC",jsadler@curiowealth.com,,Salesforce
9634282,,Dan Heath,,,dand1ten10@icloud.com,,List import
10486469,,Sharla Covington,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC",sharla.covington@wfafinet.com,,List Import
102511,,Francisco Hopkins,,Eye Spy Installs LLC,farrockawayqueens@gmail.com,6462441756,
10992591,Inactive Investor,Andrew Alden,,Morgan Stanley,,,Salesforce
10979125,Inactive Investor,Lauren Borden,Chief Compliance Officer;Chief Operating Officer,"Cloud Investments, LLC",lauren@cloudfinancial.com,,Salesforce
11133968,Inactive Investor,Lyana Monterrey,Client Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,lyana.monterrey@ubs.com,,Salesforce
10895700,Inactive Investor,Michele Medugno,Financial Professional,"Voya Financial Advisors, Inc. La Mesa CA 4710 4th St",michele.medugno-corkery@voyafa.com,,Salesforce
10984377,Inactive Investor,Sharona Chandra,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
10859578,Inactive Investor,Andrew Hughes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11057847,Inactive Investor,Jacqueline De La Chapelle,,"Charles Schwab & Co., Inc.",jacqueline.delachapelle@schwab.com,,Salesforce
10778710,Inactive Investor,Elizabeth Delo,,"Bessemer Investor Services, Inc. Washington DC 900 17th St NW",delo@bessemer.com,,Salesforce
9580101,,Chris Casanega,,,casanega@sharpergranite.com,,List import
164988,,Wojciech B?aszczyk,,Wojciech BÅ‚aszczyk,blabrosol@poczta.onet.pl,,
9466670,,Shashank Suri,,Shashank Suri,surishashank@gmail.com,,Organic Search
9590367,,Bhumika Shah,,,bshah@kpsfund.com,,List import
10908390,Inactive Investor,Stephanie Winterrowd,Financial Advisor,Edward Jones Saluda NC 162 E Main St,stephanie.winterrowd@edwardjones.com,,Salesforce
242322,,Dr Farah Spencer,Board Advisor,[Unknown],sf@gadg.org,9.66505E+11,Database Upload
11000490,Inactive Investor,Jose Torres,,LPL Financial LLC Richardson TX 777 E Campbell Rd,,,Salesforce
10941646,Inactive Investor,Adam Tolbert,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adam_tolbert@vanguard.com,,Salesforce
9605875,,Brian Ryals,,,bryals@reliance-financial.com,,List import
11172794,Inactive Investor,Peter Gerdt,,Vanguard Marketing Corporation,peter_gerdt@vanguard.com,,Salesforce
10862063,Inactive Investor,Travis Desilva,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10974932,Inactive Investor,Jody Bissonnette,,Santander Securities LLC Swansea MA 620 Gar Hwy,jbissonn@santander.us,,Salesforce
11143977,Inactive Investor,Trace Timmons,,MWA Financial Services Inc.,trace.timmons@modern-woodmen.org,,Salesforce
10726427,,Raditya Ramadi,,,ramadiraditya@gmail.com,,Web Form Fillout
11193186,Inactive Investor,Cristiaan Priebe,Associate,Edward Jones Kent WA 1851 Central Pl S,cristiaan.priebe@edwardjones.com,,Salesforce
9543390,,David Wu,,,david.wu@tfaconnect.com,,List import
186483,,Dietram Varadhachary,VP,Nomura,dietram.varadhachary@gmail.com,,
10871847,Inactive Investor,Elizabeth Huckeby,,"Centaurus Financial, Inc. Louisville CO 357 McCaslin Blvd",,,Salesforce
11049394,Inactive Investor,Kelli Young,,"Golden State Equity Partners, LLC North Bend WA 331 Bendigo Blvd N",,,Salesforce
10766175,Inactive Investor,Jason Ogle,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Chanhassen MN 7830 Market Blvd",jason.t.ogle@wellsfargo.com,,Salesforce
11218653,,George Rohloff,,,grohloff@1db.com,,Other
11042318,Inactive Investor,Lisa Alvarado,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lisa.a.noe@jpmorgan.com,,Salesforce
11068630,Inactive Investor,Carol Sugalski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10911925,Inactive Investor,Joel Eggerding,Financial Advisor,Thrivent Investment Management Inc. Bloomingdale IL 134 W Lake St,joel.eggerding@thrivent.com,,Salesforce
10906755,Inactive Investor,Anthony Austin,,PFS Investments Inc. Wilmington DE 1203 N Orange St,anthony.austin@primerica.com,,Salesforce
10494400,,Bret Wilson,"Chief Compliance Officer, President, Principal",Wilson Investment Services,bret@wilsoninvestmentservices.com,,List Import
1987953,,Jared LaRock,,[Unknown],jdogggl@yahoo.com,,
9592546,,Donald Pollard,,,dpollard@cvp7.com,,List import
10971832,Inactive Investor,Adam Mahnen,,Park Avenue Securities LLC,,,Salesforce
11000827,Inactive Investor,John Patock,,"Moloney Securities Co., Inc. Willmar MN 302 5th St SW",jpatock@moseco.com,,Salesforce
11121331,Inactive Investor,Julian Gander,,The O.N. Equity Sales Company Stanford KY 123 Frontier Blvd,,,Salesforce
10815880,Inactive Investor,Douglas Sweeney,Wealth Advisor,"Independence Square Holdings, LLC",dsweeney@indsquare.com,,Salesforce
9626181,,Arik Avni,,,arikavni1@gmail.com,,List import
10951979,Inactive Investor,Kevin Moore,,LPL Financial LLC Roselle IL 910 W Lake St,kevin.r.moore@lpl.com,,Salesforce
10759728,Inactive Investor,Youssef Marzouk,Retirement Planning Specialist,"Equitable Advisors, LLC Sunny Isle FL Private Residence",youssef.marzouk@equitable.com,,Salesforce
11139128,Inactive Investor,Michael Howard,,LPL Financial LLC Atlantic IA 1908 E 7th St,mike.howard@lpl.com,,Salesforce
10970859,Inactive Investor,Nicholas Hale,Financial Associate,Thrivent Investment Management Inc. Stewartville MN 520 Main St S,nic.hale@thrivent.com,,Salesforce
11111447,Inactive Investor,Edward Jones,Wealth Relationship Manager,Citigroup Global Markets Inc. Miami FL 396 Alhambra Cir,,,Salesforce
10785744,Inactive Investor,Angelique Goodrich,,Goldman Sachs & Co.,angelique.goodrich@gs.com,,Salesforce
10615972,,Andrew Sitkiewicz,,,andy.sitkiewicz@lpl.com,,List Import
11114828,Inactive Investor,Anthony Vasquez,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",,,Salesforce
10904690,Inactive Investor,Amelia Swehla,Financial Advisor,Edward Jones Green Bay WI 2625 Development Dr,amelia.swehla@edwardjones.com,,Salesforce
11008077,Inactive Investor,Nicholas Easby-Smith,,"Kestra Investment Services, LLC",,,Salesforce
11158042,Inactive Investor,Sadim Solaman,,Neuberger Berman BD LLC,sadim.solaman@nb.com,,Salesforce
10872252,Inactive Investor,Jonathan Gade,,"IFP Securities, LLC",jonathan.gade@ifpartners.com,,Salesforce
11192407,Inactive Investor,Bradley Newman,Branch Manager;Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Agoura Hills CA 30300 Agoura Rd",bradley.newman@wfafinet.com,,Salesforce
10768073,Inactive Investor,Louis Burney,Financial Advisor;First Vice President,Morgan Stanley Wilmington NC 1111 Military Cutoff Rd,louis.burney@morganstanley.com,,Salesforce
11209688,Inactive Investor,Alan Simpson,Chief Compliance Officer;Managing Member,"Colville Wealth Advisory, LLC",,,Salesforce
10820247,Inactive Investor,William Hopkins,,"Osaic Institutions, Inc. Greenville NC 2310 Charles Blvd",whopkins@infinexgroup.com,,Salesforce
55684,,Justin Espenson,Financial Consultant,Thrivent Investment Management Inc.,justin.espenson@thrivent.com,507-822-3206,
11117913,Inactive Investor,Shelby Hyde,,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",,,Salesforce
9575776,,Stephen Dunevein,,,sdunevein@yahoo.co.uk,,List import
11047203,Inactive Investor,Christine Bernert,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",c.bernert@ml.com,,Salesforce
11083739,Inactive Investor,Michael Ulrich,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",mikeg_ulrich@ml.com,,Salesforce
10860593,Inactive Investor,Angel Curbelo,Advisor;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",angel.curbelo@ml.com,,Salesforce
10799777,Inactive Investor,Laura Bozek-Gmitter,Financial Advisor,"Wells Fargo Clearing Services, LLC Toms River NJ 530 Lakehurst Rd",laura.a.bozek@wellsfargoadvisors.com,,Salesforce
346239,,Scott Kimmel,Chief Business Development Officer,Rkl Wealth Management Llc,skimmel@rklcpa.com,717-399-1700,Manual List Upload
11068510,Inactive Investor,Ashley Lane,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
10760797,Inactive Investor,Katherine Jones,Business Development Director - Wealth Management;Vice President - Wealth Management,Morgan Stanley Charleston WV 500 Lee St E,,,Salesforce
9591545,,Nicholas Koukopoulos,,,nkoukopoulos@sonencapital.com,,List import
11009920,Inactive Investor,Christian Baird,,State Farm VP Management Corp. Pipersville PA 5878 Easton Rd,christian.baird.pdll@statefarm.com,,Salesforce
10964908,Inactive Investor,Robert Crane,,"Cambridge Investment Research, Inc. Birmingham AL 100 Centerview Dr",,,Salesforce
234032,, -,,[[Unknown]],webtel752@gmail.com,,
11085962,Inactive Investor,John Ryan,,Cetera Advisor Networks LLC Saint Louis MO 4240 Duncan Ave,,,Salesforce
10960109,Inactive Investor,Gregory Jack,,"J.W. Cole Financial, Inc. Bradenton FL 8470 Enterprise Cir",,,Salesforce
11035240,Inactive Investor,Deborah Briskin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",deborah.briskin@ml.com,,Salesforce
9640621,,Shaul Halevy,,,shaul.halevy@gmail.com,,List import
10974133,Inactive Investor,Grace Schwartz,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,gschwartz@ft.newyorklife.com,,Salesforce
9640411,,Natalie Neph,,,nephn@oakgov.com,,List import
11086456,Inactive Investor,Jami Verkuehlen,,NYLIFE Securities LLC Fargo ND 2000 44th St S,jverkuehlen@ft.newyorklife.com,,Salesforce
10825374,Inactive Investor,Raymond Martin,Chief Compliance Officer,Crescent Hill Partners LLC,,,Salesforce
11155506,Inactive Investor,Paul Siock,Financial Advisor,GWN Securities Inc.,psiock@gwnsecurities.com,,Salesforce
11039975,Inactive Investor,Joseph Nicholson,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",josephnicholson@financialguide.com,,Salesforce
10611602,,Frank Moore,"Financial Advisor, Senior Vice President - Wealth Management",,frank.moore@ubs.com,,List Import
9646745,,Edward Ceaser,,,ceaserlio@gmail.com,,List import
9590922,,Issac Spivak,,,issacspivak@gmail.com,,List import
9644484,,No one That?s all,,,akl5333@hotmail.com,,List import
11153162,Inactive Investor,Marc Christman,,"Mesirow Financial, Inc.",mchristman@mesirowfinancial.com,,Salesforce
10936771,Inactive Investor,Shane Huber,,State Farm VP Management Corp.,shanehuber@statefarm.com,,Salesforce
10947160,Inactive Investor,Romario Leal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11127683,Inactive Investor,Jason Labud,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jason.labud@fidelity.com,,Salesforce
10618419,,Jeffrey Gelman,,,jeffrey.gelman@ml.com,,List Import
11056076,Inactive Investor,Matthew Williams,Assistant Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",matthew.m.williams@ampf.com,,Salesforce
10997421,Inactive Investor,Robert Nehlsen,,Ally Invest Securities LLC,rnehlsen@tradeking.com,,Salesforce
9590966,,Ross Lesnick,,,rlesnick@libremax.com,,List import
10890833,Inactive Investor,Luz Hoyos Marin,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,luz.hoyos-marin@jpmorgan.com,,Salesforce
10763533,Inactive Investor,Jeffrey Eiler,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jeff.eiler@wellsfargoadvisors.com,,Salesforce
11093615,Inactive Investor,Jackson Beck,Financial Advisor,"Taurum Retirement Partners, LLC",jackson@taurumfinancial.com,,Salesforce
11196546,Inactive Investor,Ross Hoekstra,,State Farm VP Management Corp. Sioux Center IA 1479 S Main Ave,,,Salesforce
9563917,,Manili Hernandez,,,manili@hotmail.com,,List import
11164866,Inactive Investor,Aaron Anderson,,"Woodmen Financial Services, Inc.",aanderson@woodmen.org,,Salesforce
11229231,Inactive Investor,Jerry Tanner,,"Raymond James & Associates, Inc. Provo UT 3610 N University Ave",david.tanner@raymondjames.com,,Salesforce
10967294,Inactive Investor,Scott Le,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
11117363,Inactive Investor,Eileen Corkery,Investment Specialist,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,eileen.corkery@jpmorgan.com,,Salesforce
10398784,,Thato Saul,,,thatosaul@gmail.com,,Web Form Fillout
10839619,Inactive Investor,Gary Parese,,"Wells Fargo Advisors Financial Network, LLC Westport CT 285 Riverside Ave",gary.parese@wellsfargoadvisors.com,,Salesforce
9598124,,Ryan Linenger,,,ryan.linenger@plantemoran.com,,List import
9618081,,Brian Lorraine,,,blorraine@fcallc.net,,List import
10863703,Inactive Investor,Kevin Lingenfelser,Financial Advisor,Commonwealth Financial Network Wexford PA 11676 Perry Hwy,klingenfelser@commonwealth.com,,Salesforce
10898516,Inactive Investor,Ryan Meyer,Financial Advisor;Vice President,Morgan Stanley Green Bay WI 111 N Washington St,ryan.meyer@morganstanley.com,,Salesforce
11177273,Inactive Investor,Sean Clark,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,sean.clark@fidelity.com,,Salesforce
11199753,Inactive Investor,Benedict Ahoure,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9644838,,Laura Collins,,,laura@providentnc.com,,List import
10683314,,muhammad ilham ilham,,,ilhamcaa17@gmail.com,,Web Form Fillout
9638206,,Diane Parker,,,dparker@lasell.edu,,List import
10952112,Inactive Investor,Edmund John,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",edmund.john@bankerslife.com,,Salesforce
9592397,,Amitabh Sarkar,,,amitabhsarkar24@gmail.com,,List import
10996191,Inactive Investor,Ryan Patterson,,"WesBanco Securities, Inc. Parkersburg WV 260 Gihon Vlg",,,Salesforce
10646136,,Charles Arnold,,,charles@leadersgroup.net,,List Import
9627138,,Danjuma Hassan,,,danjumahassan2019@gmail.com,,List import
9555594,,Stanley Taylor,,,stan.taylor@voya.com,,List import
11202011,Inactive Investor,Susan Reese,Member,"Aberdeen Investment Management, LLC",,,Salesforce
11112906,Inactive Investor,Georgia Hussey,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Modernist Financial, LLC",ghussey@modernistfinancial.com,,Salesforce
10810411,Inactive Investor,Bryce Koehn,Financial Advisor,Edward Jones Abilene KS 518 N Buckeye Ave,bryce.koehn@edwardjones.com,,Salesforce
10886445,Inactive Investor,Dennis Sack,,MWA Financial Services Inc. Milwaukee WI 2371 S 107th St,dennis.r.sack@mwarep.org,,Salesforce
10999606,Inactive Investor,Jonathon Roberts,,PFS Investments Inc. Indianapolis IN 8383 Craig St,,,Salesforce
10759358,Inactive Investor,Bertrand Ginsberg,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",bert.ginsberg@bernstein.com,,Salesforce
9611567,,William Meyers,,,billglobaltrip@yahoo.com,,List import
10943150,Inactive Investor,Jacob Anderson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9541062,,von p,,,shavon_panell@yahoo.com,,List import
10982507,Inactive Investor,Brooke Underwood,,J.P. Morgan Securities LLC O Fallon MO 2204 Hwy K,brooke.underwood@chase.com,,Salesforce
335435,,Matthew Rettenhouse,Financial Advisor,"Bernardo Wealth Planning, Llc",matt@bernardowealthplanning.com,267-500-1080,Manual List Upload
10997907,Inactive Investor,Kevin Kasper,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10977195,Inactive Investor,Tyler Anderson,Relationship Banker,"Wells Fargo Clearing Services, LLC Boise ID 1400 S Vista Ave",,,Salesforce
11050705,Inactive Investor,Frank Tiberia,Financial Advisor;Team Lead;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,frank.tiberia@jpmorgan.com,,Salesforce
11146443,Inactive Investor,Matthew Babcock,,"Hantz Financial Services, Inc. Tecumseh MI 5200 Milwaukee Rd",matthew.babcock@hantzgroup.com,,Salesforce
10824427,Inactive Investor,Anthony Franco,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,afranco@ft.newyorklife.com,,Salesforce
9573198,,Mike Girard,,,michaelgirard@sbcglobal.net,,List import
11121793,Inactive Investor,Thomas Price,Managing Director,Davenport & Company LLC,wprice@investdavenport.com,,Salesforce
11003856,Inactive Investor,Evan Peterson,Associate Representative,Thrivent Investment Management Inc. Hudson WI 805 Dominion Dr,evan.peterson@thrivent.com,,Salesforce
10940926,Inactive Investor,Edwin Eifert,,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",eeifert@financialguide.com,,Salesforce
9610388,,Benjamin Ridenhour,,,yamaharider256@gmail.com,,List import
10918357,Inactive Investor,Helen Harrison,,Cetera Advisor Networks LLC Georgetown CT 73 Redding Rd,,,Salesforce
11047764,Inactive Investor,Michael Phillips,,B. Riley Wealth Management Villa Park IL 1 Tower Ln,,,Salesforce
9620311,,Thepmongkol Thongkate,,,alienscp1a7b@gmail.com,,List import
10898347,Inactive Investor,Heather Rossi,Wealth Management Associate,Morgan Stanley New Orleans LA 1100 Poydras St,heather.rossi@morganstanley.com,,Salesforce
11191839,Inactive Investor,Maryann Lyon,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",maryann.p.lyon@ustrust.com,,Salesforce
245817,,Not Provided,Special Assistant,USDOL,ortiz.fernando.i@dol.gov,,Manual List Upload
11199987,Inactive Investor,James Bayliss,Financial Advisor;Vice President,Morgan Stanley Del Rio TX 166 Century Way,james.bayliss@morganstanley.com,,Salesforce
11050608,Inactive Investor,Gerald Younge,,"Truist Investment Services, Inc. Goldsboro NC 207 E Ash St",jyounge@truist.com,,Salesforce
11105731,Inactive Investor,Anthony Boggs,,"Northwestern Mutual Investment Services, LLC Morgantown WV 1053 Maple Dr",anthony.boggs@nm.com,,Salesforce
10949840,Inactive Investor,Rachel Botshtein,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,rachel.botshtein@fmr.com,,Salesforce
10769976,Inactive Investor,Jaci Friedlander,,"The Leaders Group, Inc. Baltimore MD 1425 Patapsco St",jaci.friedlander@leadersgroup.net,,Salesforce
9548256,,prem ale,,,0987crash@gmail.com,,List import
11016762,Inactive Investor,William Fanning,Financial Advisor,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,bill.fanning@ubs.com,,Salesforce
42901,,Thomas Baker,,"Transamerica Financial Advisors, Inc",tom.baker@transamerica.com,425-282-1988,
10488112,,Leland White,"Managing Director, Senior Partner",ETC Investment Advisors LLC,leland.white@energyspectrum.com,,List Import
9542545,,Ramazan Hamzaev,,,ramazanaka99@gmail.com,,List import
373601,,Jay Urbain,,[Unknown],jay.urbain@gmail.com,,source
117419,,Ben A Clymer,,Abbey Street,bclymer@abbeystreet.com,612-308-5155,
9642769,,smith HAME,,,smith.hamer@gmail.com,,List import
10839074,Inactive Investor,Vincent Kalbach,,"Cambridge Investment Research, Inc. Denver CO 7535 E Hampden Ave",vince.kalbach@cambridgeresource.com,,Salesforce
10956294,Inactive Investor,Lisa Johnson,Client Service Specialist,"Ameriprise Financial Services, LLC Woodbridge VA 12700 Black Forest Ln",lisa.m.johnson@ampf.com,,Salesforce
9604645,,Francis Moloney,,,danmoloneyjr@aol.com,,List import
9624219,,Lucas Miller,,,lucas.miller@berkeley.edu,,List import
11062396,Inactive Investor,David Loesser,Chief Compliance Officer;President,The Estate Planners Group Washington Crossing PA 113 Pondview Dr,dave@epgnow.net,,Salesforce
10916162,Inactive Investor,Catherine Bruce,Client Service Associate,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",catherine.bruce@ampf.com,,Salesforce
9590940,,rick riis,,,rick.riis@gmail.com,,List import
10926016,Inactive Investor,Jeffrey Maida,Vice President - Investments,"Raymond James & Associates, Inc. Duluth MN 26 E Superior St",jeff.maida@raymondjames.com,,Salesforce
10853493,Inactive Investor,Diane Gardner,,LPL Financial LLC Hermitage PA 1860 E State St,diane.gardner@lpl.com,,Salesforce
11141117,Inactive Investor,William Panaro,Financial Advisor;Senior Vice President,Morgan Stanley York PA 221 W Philadelphia St,william.panaro@morganstanley.com,,Salesforce
9640971,,Sam Novak,,,snovak@pegasuscapital.com.au,,List import
9558224,,JONAS VENDRAME,,,jonasvendrame@gmail.com,,List import
11194622,Inactive Investor,George Overhiser,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Philadelphia PA 1650 Market St,george.overhiser.jr@morganstanley.com,,Salesforce
9645319,,Matthew Steinert,,,matthew.steinert@citadelsecurities.com,,List import
10986118,Inactive Investor,Reginald Suggs,Regional Vice President,Lincoln Investment Celina TX Private Residence,rsuggs@lincolninvestment.com,,Salesforce
10798597,Inactive Investor,Jon Sevenker,Lead Advisor;Partner;Principal,Pittenger & Anderson Inc,jon@pittand.com,,Salesforce
10970093,Inactive Investor,Thomas Gordon,,Fidelity Brokerage Services LLC,,,Salesforce
11036842,Inactive Investor,John Wieman,Regional Vice President,PFS Investments Inc. Cincinnati OH 3664 Muddy Creek Rd,john.wieman@primerica.com,,Salesforce
11099769,Inactive Investor,Hailey Nordstrom,Investment Consultant,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",,,Salesforce
11172754,Inactive Investor,Karen Kam,Financial Advisor,Edward Jones Marysville CA 312 1st St,karen.kam@edwardjones.com,,Salesforce
11163270,Inactive Investor,Louis Alfano,Financial Advisor,LPL Financial LLC Medford NY 1719 N Ocean Ave,louie.alfano@lpl.com,,Salesforce
11145481,Inactive Investor,Margot Jackson,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,margot.jackson@primerica.com,,Salesforce
10770755,Inactive Investor,Wendy Kizzier,,"Northern Trust Securities, Inc. Seattle WA 1301 2nd Ave",wk4@ntrs.com,,Salesforce
11170174,Inactive Investor,Carlos Salvatierra-Duran,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10860459,Inactive Investor,Kathleen Jucar,,"Osaic Wealth, Inc. Marlborough MA 4 Mount Royal Ave",,,Salesforce
10940861,Inactive Investor,Ryan Kyle,Financial Advisor,Edward Jones Sandusky OH 1206 Hull Rd,ryan.kyle@edwardjones.com,,Salesforce
10879609,Inactive Investor,Charles Thalheimer,Advisor,"NorthRock Partners, LLC Barrington IL 21925 W Field Pkwy",chad.thalheimer@northrockpartners.com,,Salesforce
11152788,Inactive Investor,Joy Seiver,,Cetera Advisors LLC Magnolia TX Private Residence,,,Salesforce
1870024,,Alejandro Espinoza,,,aespin7@uic.edu,,
11190730,Inactive Investor,Richard Bregman,Chief Compliance Officer;Chief Executive Officer;Managing Member,MJB Asset Management LLC,rbregman@mjbam.com,,Salesforce
10820633,Inactive Investor,Kenneth Houldsworth,Branch Manager,LPL Financial LLC Arcata CA 1400 10th St,ken.houldsworth@lpl.com,,Salesforce
9619226,,Bob Lin,,,haobo.lin@foxmail.com,,List import
11079048,Inactive Investor,Simmonette Henry,,J.P. Morgan Securities LLC Bayside NY 4122 Bell Blvd,simmonette.henry@jpmorgan.com,,Salesforce
10771075,Inactive Investor,Amy McKay,Senior Associate;Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",,,Salesforce
10612891,,Todd Dates,"First Vice President, Senior Financial Advisor",,todd.dates@ml.com,,List Import
374604,,Nick Ihn,Senior Research Analyst,Independence Wealth Advisors Inc.,,703-752-6000,Manual List Upload
10893738,Inactive Investor,Daniel Wiemann,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
11107260,Inactive Investor,Stephen Gorski,Financial Professional,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",stephen.gorski@equitable.com,,Salesforce
11021081,Inactive Investor,Ivan Salazar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11118668,Inactive Investor,Arvindkumar Shah,,"OneAmerica Securities, Inc. Frisco TX 5750 Genesis Ct",arvindkumar.shah@oneamerica.com,,Salesforce
10912950,Inactive Investor,Joanna Chlystek,,State Farm VP Management Corp. Justice IL 7900 S 87th Ave,joannakierys@statefarm.com,,Salesforce
10895303,Inactive Investor,Daren Taylor,Chief Executive Officer;Founder,Sire Line Capital Management LLC,dtaylor@sirelinecapital.com,,Salesforce
10774332,Inactive Investor,Ryan Collier,Director - Investment Management;Senior Portfolio Manager;Vice President,Bedel Financial Consulting Inc,rcollier@bedelfinancial.com,,Salesforce
11064212,Inactive Investor,Christen Nielsen,Financial Advisor,Edward Jones Los Olivos CA 2933 San Marcos Ave,chris.nielsen@edwardjones.com,,Salesforce
9642235,,Douglas Shinnan,,,dshinn@shaw.ca,,List import
10488273,,Adam Keller,Financial Advisor,Apeiron,akeller@atlaswa.com,,List Import
339589,,Mary Smith,Executive Assistant,Your Source Financial,msmith@ysfi.com,602-343-1700,Manual List Upload
336950,,Michael Bauer,Partner,Eqt Partners Inc.,michael.bauer@eqt.ch,917-281-0850,Manual List Upload
10775046,Inactive Investor,Daniel Smith,Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,daniel.b.smith@ubs.com,,Salesforce
11128118,Inactive Investor,Stephen Bonczek,Financial Advisor,"Osaic Wealth, Inc. Manvel TX Private Residence",sbonczek@royalaa.com,,Salesforce
11123305,Inactive Investor,Meghan Cover,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,meghan.cover@gs.com,,Salesforce
11134671,Inactive Investor,Kelley Chigas,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,kelley.koehler@fidelity.com,,Salesforce
9570137,,Michael Burbank,,,burbank@ellington.com,,List import
342913,,Richard Yeh,"Managing Director, Asset Management","Transwestern Investment Management, Llc",richard.yeh@transwesterninvest.com,214-572-9817,Manual List Upload
11236145,Inactive Investor,Harrison Skyrm,,"Sanford C. Bernstein & Co., LLC Stamford CT 290 Harbor Dr",harrison.skyrm@bernstein.com,,Salesforce
11107613,Inactive Investor,Angela Reed,Trustee,Millennium Investment Services,,,Salesforce
10975992,Inactive Investor,Dalton Atchison,Associate Wealth Advisor,"Mountain Peak Wealth Advisors, LLC",dalton@mountainpeakwealthadvisors.com,,Salesforce
10981156,Inactive Investor,Emily Agelakopoulos,,J.P. Morgan Securities LLC Roseville CA 1800 Douglas Blvd,emily.g.agelakopoulos@chase.com,,Salesforce
11180845,Inactive Investor,Michael Bustios,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11043014,Inactive Investor,Michael Szotak,Financial Advisor,LPL Financial LLC Red Bank NJ 130 Maple Ave,mike.szotak@lpl.com,,Salesforce
11002763,Inactive Investor,Michael Poirier,,"Northwestern Mutual Investment Services, LLC Rockland MA 1001 Hingham St",,,Salesforce
10766685,Inactive Investor,Walter Bankovitch,,Portsmouth Financial Services,,,Salesforce
11134225,Inactive Investor,Anthony Coniglio,Financial Advisor;Managing Director - Wealth Management;Portfolio Manager,Morgan Stanley Miami FL 20807 Biscayne Blvd,anthony.coniglio@morganstanley.com,,Salesforce
11101423,Inactive Investor,Jeffrey Erickson,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",jeffrey.erickson@gwrs.com,,Salesforce
10948515,Inactive Investor,Lauren Fortier,Founder,"Amara Financial, LLC",lauren@amarafinancial.com,,Salesforce
10998416,Inactive Investor,Sichen Li,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",sichen.li@globalinkusa.com,,Salesforce
11012172,Inactive Investor,Rodney Thornton,,"Ameriprise Financial Services, LLC Albertville AL 299 Al Hwy 75 N",,,Salesforce
9560936,,Steve Webb,,,sawebb430@gmail.com,,List import
11057057,Inactive Investor,Samuel Hogan,Chief Executive Officer,"Windemere Advisors, LLC",samhogan@windemereadvisors.com,,Salesforce
9638682,,Toni Elliott-Manuel,,,toni.elliott-manuel@bannerhealth.com,,List import
11000516,Inactive Investor,Michael Mann,Chief Compliance Officer,"ProfitScore Capital Management, Inc.",mike.mann@profitscore.com,,Salesforce
10879264,Inactive Investor,James Barri,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
9550974,,James Yates,,,jim@kovacksecurities.com,,
11176336,Inactive Investor,Dominyque Cook,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11003563,Inactive Investor,Kyung Ruscitti,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,kruscitti@ft.newyorklife.com,,Salesforce
10967600,Inactive Investor,Richard Olson,Financial Advisor,"Brokers International Financial Services, LLC. Lake Elsinore CA Private Residence",rolson@brokersifs.com,,Salesforce
9574598,,Larry Weber,,,larry.t.weber@huntington.com,,List import
11109024,Inactive Investor,Andy Peng,,Citigroup Global Markets Inc.,,,Salesforce
11098036,Inactive Investor,Carlton Dixon,Executive Vice President,"Sapere Wealth Management, LLC",cdixon@sapere.com,,Salesforce
10726577,,Роман Астахов,,,astakhov.roman.ru@gmail.com,,Web form fillout
10915793,Inactive Investor,Charles Tompkins,,"Osaic Wealth, Inc. Bend OR 115 NW Oregon Ave",,,Salesforce
10925561,Inactive Investor,Robert Rosin,Financial Advisor,Park Avenue Securities LLC Freehold NJ Private Residence,robert_rosin@glic.com,,Salesforce
11233216,Inactive Investor,Sean Tonni,Private Client Advisor,J.P. Morgan Securities LLC New York NY 29 Union Sq W,,,Salesforce
10893944,Inactive Investor,Thomas Jang Yoon,,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",tom.yoon@ampf.com,,Salesforce
10764761,Inactive Investor,Demitri Hollevoet,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",demitri.hollevoet@wellsfargoadvisors.com,,Salesforce
338224,,Wayne Schwartz,Registered Investment Advisor,"Strategic Financial Concepts, Llc",wschwartz@sfcria.com,210-737-7800,Manual List Upload
206691,,Ron Breitigam,Managing Partner,97 Wesr Capital,rbreitigam@97westcapital.com,3149604321,
10959370,Inactive Investor,Rex Wright,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,rex.wright@primerica.com,,Salesforce
9584958,,Timothy Gonzales,,,tgonzales@pkscpa.com,,List import
11163613,Inactive Investor,Matthew Morrow,Financial Advisor,"Flagship Harbor Advisors, LLC",matthew.morrow@flagshipharbor.com,,Salesforce
11044472,Inactive Investor,Vyacheslav Patrin,,J.P. Morgan Securities LLC Brooklyn NY 2401 Ralph Ave,larry.patrin@chase.com,,Salesforce
10616715,,John Diefenbach,,,john.diefenbach@ml.com,,List Import
9573912,,Christopher Kemmerer,,,christopher.kemmerer@pnc.com,,List import
9578299,,Bill Patzer,,,bill@billpatzer.com,,List import
11131673,Inactive Investor,Stevan Radanovic,,"Glen Eagle Wealth, LLC",sradanovic@gleneagleadv.com,,Salesforce
11131737,Inactive Investor,Michael Beyers,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,m.beyers@ubs.com,,Salesforce
11028814,Inactive Investor,Francisco Sabala,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11037109,Inactive Investor,Derek Pirruccello,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",derek_pirruccello@ml.com,,Salesforce
11175150,Inactive Investor,Lauren Mckerrow,Financial Services Associate,"Sage, Rutty & Co., Inc.",lmckerrow@sagerutty.com,,Salesforce
11218455,,Hugh Chapman,,,hugh.chapman@jpmorgan.com,,List Import
10767607,Inactive Investor,Timothy O'Connor,Financial Advisor,"Ameriprise Financial Services, LLC Huntley IL 10229 Vine St",timothy.oconnor@ampf.com,,Salesforce
11065538,Inactive Investor,John Pozniak,,PFS Investments Inc. Duluth MN 319 W Superior St,john.pozniak@primerica.com,,Salesforce
11082790,Inactive Investor,Ricky Naces,,PFS Investments Inc. Burbank CA 533 N Victory Blvd,rnaces@primerica.com,,Salesforce
11119120,Inactive Investor,Patricia Schuler,,LPL Financial LLC Newport Beach CA 20101 SW Birch St,patricia.schuler@lpl.com,,Salesforce
10842009,Inactive Investor,Tyler Solomon,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10987156,Inactive Investor,Sauyee Ng,,"MML Investors Services, LLC Arcadia CA 1045 W Huntington Dr",,,Salesforce
9617019,,Gerald Charles,,,geraldcharles1014@gmail.com,,List import
10926697,Inactive Investor,Christopher Cercy,Chief Compliance Officer;Financial Planner;Partner,Fierce Financial Group LLC,chris@fiercefinancialgroup.com,,Salesforce
5064816,,da ya na,,,gowacan485@kixotic.com,,Web Form Fillout
9579962,,Martin Wexler,,,mhwexler@staceybraun.com,,List import
374565,,Dennis Hollarn II,,,dh151@icloud.com,814-873-0982,Web Form Fillout
11233936,Inactive Investor,Ryan Holtz,,"Next Financial Group, Inc. Patton PA 423 Marina Rd",,,Salesforce
10942090,Inactive Investor,Lois Lewis,,Nationwide Planning Associates Inc.,llewis@nationwideplanning.com,,Salesforce
10787940,Inactive Investor,James Savage,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,james.savage@fidelity.com,,Salesforce
11109020,Inactive Investor,Michelle Baker,,"Bankers Life Securities, Inc.",,,Salesforce
9579882,,Ricardo Benjamin Salinas Pliego,,,rsalinas@gruposalinas.com,,List import
11056560,Inactive Investor,Samantha Frimodig,Portfolio Associate,Morgan Stanley Providence RI 1 Financial Plz,samantha.frimodig@morganstanley.com,,Salesforce
372900,,Van Hien Nguyen,,[Unknown],kajthakbitcoin@gmail.com,,source
10785675,Inactive Investor,Justin Camarda,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Portland OR 7340 N Philadelphia Ave",justin.camarda@usbank.com,,Salesforce
10825942,Inactive Investor,Heidi Koeppel,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Jacksonville IL 1170 Wall St",koeppelh@stifel.com,,Salesforce
10834729,Inactive Investor,Robert Dicicco,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Dallas TX 2121 N Pearl St,robert.dicicco@morganstanley.com,,Salesforce
11055053,Inactive Investor,Jeffrey Lim,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,jeffrey.lim@morganstanley.com,,Salesforce
9545674,,Ben Lim,,,blim@debevoise.com,,List import
9560841,,Josh Anderson,,,josh@andersonseafoods.com,,List import
10923063,Inactive Investor,Cesar Casado,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,ccasado@ft.newyorklife.com,,Salesforce
230162,, -,,[[Unknown]],haroldmcentire@yahoo.com,,
10877439,Inactive Investor,Anthony Rush,Chief Investment Officer;Member;Principal;Regulatory Contact;Wealth Advisor,"FFP Wealth Management, LLC",,,Salesforce
10990541,Inactive Investor,Cassidy Leonard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Country Club Hills IL 4211 167th St",cassidy.leonard@ml.com,,Salesforce
9635034,,Robert Horvitz,,,rhorvitz@mpmcapital.com,,List import
11070315,Inactive Investor,Timothy Reilly,,Maxim Group LLC,,,Salesforce
10931684,Inactive Investor,Craig Miller,Associate Managing Director,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",miller.craig@principal.com,,Salesforce
11043897,Inactive Investor,Mario Savoie,Market Developer,Thrivent Investment Management Inc. Scottsdale AZ 14850 N Scottsdale Rd,mario.savoie@thrivent.com,,Salesforce
10860328,Inactive Investor,Joseph Polonczyk,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9634133,,Iqbal Safaat,,,iqbaltrade02@gmail.com,,List import
10883584,Inactive Investor,Andrew Byrne,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10613842,,John Connelly,"Financial Advisor, Senior Vice President - Wealth Management",,john.t.connelly@ubs.com,,List Import
11128822,Inactive Investor,Linda Mcdown,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,lmcdown@primerica.com,,Salesforce
11086494,Inactive Investor,Gary Wright,Financial Advisor,Edward Jones Kingsport TN 444 Clinchfield St,g.wright@edwardjones.com,,Salesforce
10618313,,Murvet Verzivolli,,,murvet.verzivolli@usbank.com,,List Import
10757116,Inactive Investor,Samuel Rosis,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,sam.rosis@ubs.com,,Salesforce
9914,, -,,[[Unknown]],gregmason26@gmail.com,,Initial Salesforce Import
9616089,,Edmund Tan,,,edmund.tan@rhbgroup.com,,List import
10975171,Inactive Investor,Jerry Borgschulte,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
9591392,,Nageeb Ferdousi,,,nagy_rossi@yahoo.com,,List import
10802273,Inactive Investor,Philip Streng,Financial Advisor,Edward Jones Grand Rapids MI 825 Parchment Dr SE,philip.streng@edwardjones.com,,Salesforce
9627592,,Leland Mlejnek,,,lamjr@comcast.net,,List import
11073114,Inactive Investor,Tian Liu,,J.P. Morgan Securities LLC San Francisco CA 5655 Geary Blvd,tian.h.liu@chase.com,,Salesforce
11218010,,Michael Hochholzer,,,mike.hochholzer@associatedbank.com,,List Import
10905596,Inactive Investor,Esther Tan,Relationship Banker,"Wells Fargo Clearing Services, LLC Sugar Land TX 17044 Lexington Blvd",,,Salesforce
9564110,,Esquire Emori,,,donitageisinskymdf98@gmail.com,,List import
9556495,,Aaron Clinton,,,aaronclinton@gmail.com,,List import
10998711,Inactive Investor,Penny Spreen,,Thrivent Investment Management Inc. Brenham TX 203 S Jackson St,penny.maly@thrivent.com,,Salesforce
10816978,Inactive Investor,Michael Zito,Financial Advisor,LPL Financial LLC Madison MS 223 Key Dr,michael.zito@lpl.com,,Salesforce
10894439,Inactive Investor,John Rossitto,,LPL Financial LLC Yuma AZ Private Residence,john.rossitto@lpl.com,,Salesforce
10761459,Inactive Investor,Frank Walter,Authorized Officer;Financial Advisor;Financial Advisor Associate;Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,frank.walter@ubs.com,,Salesforce
11130321,Inactive Investor,Cynthia Colacecchi,,"Farmers Financial Solutions, LLC Rockwall TX 105 W Kaufman St",,,Salesforce
10836625,Inactive Investor,Philip Connolly,,"Larson Financial Securities, LLC Minneapolis MN 6160 Summit Dr N",philip.connolly@larsonfinancial.com,,Salesforce
10856315,Inactive Investor,Kenneth Ouellette,Chief Compliance Officer;Managing Member;Managing Partner,"Orca Wealth Management, LLC",ken@orcawealth.com,,Salesforce
11146657,Inactive Investor,Marc Joyner,,"Osaic Wealth, Inc. Alamogordo NM 914 Adams Ave",mjoyner@osaicwealth.com,,Salesforce
11094698,Inactive Investor,Erika Ahumada,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,eahumada@primerica.com,,Salesforce
11219661,,Daniel Klein,,,kleind@ceteranetworks.com,,Other
11112292,Inactive Investor,Frank Zuch,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Dallas TX 13455 Noel Rd,frank.zuch@opco.com,,Salesforce
9624505,,Joseph Harris,,,jwhjr361@gmail.com,,List import
11223203,,Phillip Hebert,,,phebert@brokersifs.com,,List Import
7167441,,Erin Buckley,,,ebuckley@levincap.com,,Web form fillout
9627374,,Rob Pyrce,,,rpryce9721@aol.com,,List import
10956827,Inactive Investor,Timothy Ellis,Chief Investment Officer;Wealth Advisor,RBG Wealth Advisors LLC,,,Salesforce
9617603,,Matthew Clary,,,mclary@waudcapital.com,,List import
11068263,Inactive Investor,Richard Wurl,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",richard_wurl@ml.com,,Salesforce
10914021,Inactive Investor,Stephen Orlando,Financial Advisor,Edward Jones Hammond LA 1250 SW Railroad Ave,doyle.orlando@edwardjones.com,,Salesforce
11222083,,Dorothy Belville,,,dorothy@belville.com,,List Import
344797,,Ramon Villa,"Partner, COO, CFO",Primary Wave Ip Investment Management Llc,rvilla@primarywave.com,212-661-6990,Manual List Upload
9573550,,Philippe LaMothe,,,phil.c.lamothe@gmail.com,,List import
11052499,Inactive Investor,Jordan Koopman,,"Bankers Life Securities, Inc. Glen Burnie MD 799 Cromwell Park Dr",jordan.koopman@bankerslife.com,,Salesforce
10754711,Inactive Investor,Jerome Gottesman,,"Cadaret, Grant & Co., Inc. Feasterville Trevose PA 1016 Millcreek Dr",jgottesman@cadaretgrant.com,,Salesforce
10945225,Inactive Investor,Carl Randall,,"Allstate Financial Services, LLC The Villages FL 11962 County Road 101",carlrandall@allstate.com,,Salesforce
343101,,Neil Hinkle,Vice President,"Whitcomb & Hess, Inc.",nhinkle@whitcomb.com,419-289-7007,Manual List Upload
11013487,Inactive Investor,Corey Yost,Financial Advisor,LPL Financial LLC Indianapolis IN 9465 Counselors Row,corey.yost@lpl.com,,Salesforce
11172310,Inactive Investor,Brandon Harris,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Reno NV 5520 Kietzke Ln",brandon.harris@ampf.com,,Salesforce
8852,,John Hilton,,[[Unknown]],darienhilt@aol.com,,Database Upload
10879496,Inactive Investor,Charles Schiaffo,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",charles.schiaffo@schwab.com,,Salesforce
10797456,Inactive Investor,James Ricca,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",james_ricca@ml.com,,Salesforce
10647543,,Jose Jimenez,,,jose@parsonex.com,,List Import
11032440,Inactive Investor,Cameron Williams,,"American Capital Partners, LLC New York NY 4 World Trade Ctr",,,Salesforce
10955270,Inactive Investor,Nathan Nault,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10970861,Inactive Investor,Kurt Kammerer,,PFS Investments Inc. Mesa AZ 8830 E Germann Rd,kurtkkammerer@primerica.com,,Salesforce
11208708,Inactive Investor,Xiaoqing Mathews,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 9709 Bellaire Blvd,xiaoqing.w.mathews@jpmorgan.com,,Salesforce
10886326,Inactive Investor,Brian Buckley,Financial Advisor;Financial Services Executive,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",brianbuckley@financialguide.com,,Salesforce
10644724,,Roberta Stevens,,,roberta.stevens@raymondjames.com,,List Import
9625667,,omar fish,,,ofisher2000@yahoo.com,,List import
10760837,Inactive Investor,Jeffrey Hopp,Financial Advisor,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",jeffrey.hopp@wellsfargo.com,,Salesforce
10959657,Inactive Investor,John Stuart,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
368098,,Aniket Ullal,Other,,aniket@firstbridgedata.com,,Webinar
10809536,Inactive Investor,Gerald Debenedictis,,LPL Financial LLC Gillette NJ 977 Valley Rd,gerald.debenedictis@lpl.com,,Salesforce
371141,,Terrence Dowling,,United States,terry@altoglobalprocessing.com,,source
11148847,Inactive Investor,Henry Slyker,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Baltimore MD 6115 Falls Rd",hslyker@ampf.com,,Salesforce
11032694,Inactive Investor,Denise Simoneau,,PFS Investments Inc. Belfast ME 113 Church St,dsimoneau@primerica.com,,Salesforce
11098481,Inactive Investor,Jason Chao,Director - Alternative Investments;Executive Financial Services Director;Family Wealth Director;Financial Advisor;Senior Vice Pr,Morgan Stanley Colorado Springs CO 121 S Tejon St,jason.chao@morganstanley.com,,Salesforce
10836972,Inactive Investor,Branden Brooks,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynchburg VA 1705 Enterprise Dr",branden_brooks@ml.com,,Salesforce
10845727,Inactive Investor,Belinda Leslie,Investment Advisor;President;Treasurer,"Belinda Leslie A Registered Investment Adviser, Inc. Cookeville TN 100 Sheffield Ct",belinda@belindaleslie.com,,Salesforce
90129,,John Singleton,"President, CEO","Hya Advisors, Inc",bsingleton@heimyoung.com,417-882-7283,Manual List Upload
11021321,Inactive Investor,Emma Corneliussen,,SECU Brokerage Services Lexington NC 404 Piedmont Dr,emma.corneliussen@ncsecu.org,,Salesforce
11212485,Inactive Investor,Michael Cooper,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Cleveland TN 3780 Ocoee Pl NW",michael.cooper@raymondjames.com,,Salesforce
11106146,Inactive Investor,William Bonwell,Chief Compliance Officer;Managing Member,"Bonwell Capital Management, LLC",,,Salesforce
11029135,Inactive Investor,John Crocker,Chief Compliance Officer;Managing Member;Owner,"Crocker Capital, LLC",john@crockercapitalllc.com,,Salesforce
5199806,,Luis Paget,,,luispaget@hotmail.com, +5491153755254,Web form fillout
9616192,,John Durnell,,,trgroup610.trading@gmail.com,,List import
11084656,Inactive Investor,Lisa Passwater,Senior Client Associate,Morgan Stanley Peoria IL 401 Main St,lisa.passwater@morganstanley.com,,Salesforce
240815,,Goldberg Justin,,[Unknown],jgoldberg@armadaetfs.com,,Event
11186297,Inactive Investor,Skyler Freitas,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10781037,Inactive Investor,Susan Berchak,,Key Investment Services LLC,susan.berchak@key.com,,Salesforce
10860666,Inactive Investor,Hannah Quinton,Branch Manager;Vice President,"Charles Schwab & Co., Inc. San Mateo CA 1300 S El Camino Real",hannah.quinton@schwab.com,,Salesforce
10828102,Inactive Investor,Valerie Lyons,Senior Client Associate,"Wells Fargo Clearing Services, LLC Portland OR 9755 SW Barnes Rd",valerie.lyons@wellsfargoadvisors.com,,Salesforce
11236674,Inactive Investor,Matthew Johnson,Investment Research Analyst,"McCollum Christoferson Group, LLC",mjohnson@mccollum-christoferson.com,,Salesforce
9592455,,Chad Hassinger,,,cehassinger@sfgweb.com,,List import
10855203,Inactive Investor,Thomas Steele,Financial Advisor;Vice President,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",thomas.steele@rbc.com,,Salesforce
9567875,,Michael Frantz,,,michael.frantz@fidelity.com,,List import
10899676,Inactive Investor,Kristina Connell,,"Grove Point Investments, LLC Ocean City MD 9927 Stephen Decatur Hwy",kconnell@hbeckinc.com,,Salesforce
10873537,Inactive Investor,Pegie Price,,PFS Investments Inc. Skokie IL 8340 Lincoln Ave,pegie.price@primerica.com,,Salesforce
10931893,Inactive Investor,Travis Smith,Financial Advisor,Edward Jones Mount Pleasant MI 110 S University Ave,travis.smith@edwardjones.com,,Salesforce
11306229,,Deeptanshu Kapur,,,hello@deepkkapur.com,2488218969,Web Form Fillout
11129512,Inactive Investor,Maxtin Amster,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11165234,Inactive Investor,Manuel Beltran Zuniga,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramount CA 15919 Paramount Blvd",manuel.b.zuniga@ml.com,,Salesforce
11028659,Inactive Investor,Laura Rowe,Financial Advisor;Wealth Manager,"Kingsview Wealth Management, LLC Fort Wayne IN 10431 Illinois Rd",lrowe@kingsview.com,,Salesforce
9554398,,Jonathan Holmes,,,jholmes@bvlp.com,,List import
10921193,Inactive Investor,Tyler Silverthorn,,LPL Financial LLC Troy MI 880 W Long Lake Rd,,,Salesforce
9586283,,Venetia Abulaban,,,van.abulaban@huntington.com,,List import
6626165,,Hub Hob,,,ttratra898@gmail.com,,Web Form Fillout
10839185,Inactive Investor,Marsha Stoner,,PFS Investments Inc. Delphi IN 208 S Market St,marsha.stoner@primerica.com,,Salesforce
70080,,Ardony Valcourt,,United States,avalcour@fau.edu,,
6125662,,Dionne Carter,,Blackstone REIT company,dionnec846@gmail.com,504-758-4759,Web Form Fillout
9549121,,Benjamin Gambill,,,bgambill@tigereyefund.com,,List import
11019277,Inactive Investor,Stephen Prindle,,Lombard Securities Incorporated York PA 1938 Security Dr,,,Salesforce
248493,,Janos Bako,Investment and Trade Commissioner,Consulate General of Hungary,janos.bako@mfa.gov.hu,,Manual List Upload
246280,,Not Provided,Visiting Professor,Northern Baptist Theological Seminary,ifaro123@gmail.com,,Manual List Upload
9647869,,Irvin Rosenzweig,Director,"Diversified, LLC",irosen@msn.com,,List import
9554960,,B W,,,info@benventures.co.uk,,
11040896,Inactive Investor,Christopher Galeski,Partner;Wealth Advisor,Morton Wealth,cgaleski@mortonwealth.com,,Salesforce
10961698,Inactive Investor,Berhanu Mekonnen,,J.P. Morgan Securities LLC Seattle WA 5511 22nd Ave NW,,,Salesforce
10914761,Inactive Investor,James Krause,Chief Compliance Officer,Wealthcare Capital Management LLC Richmond VA 2 James Ctr,jkrause@wealthcarecapital.com,,Salesforce
11110674,Inactive Investor,David Lucius,,The O.N. Equity Sales Company Richardson TX 1373 N Greenville Ave,,,Salesforce
11020742,Inactive Investor,Steven Greenberg,,Vanguard Marketing Corporation,steven_greenberg@vanguard.com,,Salesforce
220251,,John Wilcha,,Dubilier,wilpats@aol.com,,Organic Search
11007159,Inactive Investor,Miguel Sauceda,,PFS Investments Inc. Lansing MI 428 S Creyts Rd,miguelsauceda@primerica.com,,Salesforce
9620328,,Noah Axler,,,noah.axler@gmail.com,,List import
10795356,Inactive Investor,Alexandra Grenier,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",alexandra_grenier@ml.com,,Salesforce
11096722,Inactive Investor,Gerard Davis,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,gerard.davis@fidelity.com,,Salesforce
9639022,,Kelsey Sokoloski,,,ksokoloski@361capital.com,,List import
10998073,Inactive Investor,Stephen Bourne,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11156149,Inactive Investor,Matthew Robey,Financial Professional,"Equitable Advisors, LLC Westport CT 500 Post Rd E",matthew.robey@equitable.com,,Salesforce
10978132,Inactive Investor,Jie Huang,,LPL Financial LLC Lake Mary FL 1000 Primera Blvd,,,Salesforce
10774586,Inactive Investor,Ricardo Morales Feliciano,,Insigneo International Financial Services LLC San Juan PR 235 Calle Federico Costa,,,Salesforce
9564825,,Celina Leonardo,,,celina_leonardo@yahoo.com,,List import
11178070,Inactive Investor,Ethan Smith,Client Advisor,"Concourse Financial Group Securities, Inc. Chattanooga TN Private Residence",ethan.smith@concoursefinancial.com,,Salesforce
10762763,Inactive Investor,Rosemary Lombardy,Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,rosemary.lombardy@ubs.com,,Salesforce
10821383,Inactive Investor,Melissa Montalvo,,"Raymond James Financial Services, Inc. North Palm Beach FL 11770 Us Hwy 1",melissa.montalvo@raymondjames.com,,Salesforce
10389890,,Sara Rounce,,,saramottershead@hotmail.com,,Web Form Fillout
11154093,Inactive Investor,Edward Romero,,Citigroup Global Markets Inc.,edward.j.romero@citigroup.com,,Salesforce
11226269,,DAICHI KAM,,,dainyok0922@gmail.com,,Web Form Fillout
9585606,,Roy Behren,,,rbehren@mergerfund.com,,List import
11050610,Inactive Investor,Dustin Cary,,"Truist Investment Services, Inc. Fernandina Beach FL 5211 S Fletcher Ave",dustin.cary@truist.com,,Salesforce
11023023,Inactive Investor,Juan Juarez,,J.P. Morgan Securities LLC Houston TX 5207 Airline Dr,juan.juarez@jpmorgan.com,,Salesforce
348879,,John Mccarthy,Managing Member,"John T. Mccarthy, Llc",john@jtmccarthyiii.com,509-370-2975,Manual List Upload
9561948,,Gary Holvick,,,gholvick@massmutual.com,,List import
9578029,,Eric Everitt,,,eeveritt@massmutual.com,,List import
11033231,Inactive Investor,Miguel Gonzalez,,"Amerant Investments, Inc.",,,Salesforce
10798720,Inactive Investor,April Jackson,,Lincoln Investment Atlanta GA 1895 Phoenix Blvd,ajackson@lincolninvestment.com,,Salesforce
9580993,,Elizabeth Peaslee,,,epeaslee@nationalsecurities.com,,List import
225595,, -,,[[Unknown]],emathcity@att.net,,Initial Salesforce Import
10789606,Inactive Investor,Kevin Smith,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10799034,Inactive Investor,Trent Cottom,Financial Advisor,Edward Jones Dillon MT 134 E Reeder St,trent.cottom@edwardjones.com,,Salesforce
11023225,Inactive Investor,Evan Profeta,,State Farm VP Management Corp. Cumming GA 2209 Sharon Rd,,,Salesforce
10853116,Inactive Investor,James Arnold,,Commonwealth Financial Network Cottage Grove WI 435 W Oak St,jarnold@commonwealth.com,,Salesforce
11009414,Inactive Investor,Samantha Maddox,,Thrivent Investment Management Inc. Ann Arbor MI 6900 E Joy Rd,samantha.maddox@thrivent.com,,Salesforce
10885720,Inactive Investor,Blake Macklin,Chief Financial Officer;Regulatory Contact,"NestEggs, Inc.",blake@nesteggs401k.com,,Salesforce
10844330,Inactive Investor,Amy Mutal,Chief Compliance Officer;Financial Advisor;Owner;Principal,Prevail Wealth Management,amy@prevailwm.com,,Salesforce
226417,, -,,[[Unknown]],blessed777x-abundantly@yahoo.com,,Initial Salesforce Import
10908314,Inactive Investor,Justin Kuhns,Financial Advisor,"Pruco Securities, LLC. Rapid City SD 3209 W Main St",justin.kuhns@prudential.com,,Salesforce
9578656,,Justin Altman,,,trent@nopq.net,,List import
10911217,Inactive Investor,Bianca DiFranco,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,btancredi@ft.newyorklife.com,,Salesforce
11197511,Inactive Investor,Gary Wozny,Chairman;Chief Executive Officer;Co-Founder;Owner,LCM Capital Management Inc,gwozny@lcmcapital.com,,Salesforce
9544272,,Sriram Raghavendran,,,sriram_rag@yahoo.com,,List import
11172089,Inactive Investor,Dylan Myers,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dylan_myers@vanguard.com,,Salesforce
9579393,,thomas meyer,,,tom@surfacingsolution.com,,List import
11135335,Inactive Investor,Angela Dorsey,Founder;Principal,"Dorsey Wealth Management, LLC",angela@dorseywealth.com,,Salesforce
10777864,Inactive Investor,Nicholas Hill,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",nicholas.hill@ml.com,,Salesforce
10893347,Inactive Investor,Victoria Watson,Financial Advisor,Edward Jones Alameda CA 1430 Everett St,,,Salesforce
10771110,Inactive Investor,Yontin Teka,Client Service Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
10835471,Inactive Investor,Andrew Braun,,"Northwestern Mutual Investment Services, LLC West Chester PA 200 N High St",andrew.braun@nm.com,,Salesforce
339295,,Morgan Ranstrom,Managing Member,"Trailhead Planners, Llc",morgan@trailheadplanners.com,503-773-9682,Manual List Upload
11185556,Inactive Investor,Rebecca Seibert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11236597,Inactive Investor,Jose Cadena,Financial Advisor,"Endurance Financial Planning, LLC",,,Salesforce
10904430,Inactive Investor,David Hofe,Financial Advisor,Edward Jones Lexington KY 4071 Tates Creek Centre Dr,david.hofe@edwardjones.com,,Salesforce
9609295,,martin australien,,,martin.australien@gmx.at,,List import
11009954,Inactive Investor,Blake Omlie,,Fidelity Brokerage Services LLC Saint Louis MO 7334 Bruno Ave,blake.omlie@fidelity.com,,Salesforce
10880136,Inactive Investor,Brooks Oldham,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,brooks.oldham@fmr.com,,Salesforce
9643121,,Jesse Guan,,,jesseguan@gmail.com,,List import
11026026,Inactive Investor,Jesus Vega,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,jvega212@ft.newyorklife.com,,Salesforce
9603473,,George Dennis,,,georgedennisusa@gmail.com,,List import
11101112,Inactive Investor,John Schultz,,Fidelity Brokerage Services LLC,john.schultz@fidelity.com,,Salesforce
11044259,Inactive Investor,Alexander Rinehart,Financial Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,alex.rinehart@ubs.com,,Salesforce
10778931,Inactive Investor,Phyllis Tabachnick,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,phyllis.tabachnick@jpmorgan.com,,Salesforce
10869090,Inactive Investor,Jose Bosque,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11113655,Inactive Investor,John Fleckenstein,Portfolio Manager;Vice President,"Sunbelt Securities, Inc. Kerrville TX 200 Fairway Dr",,,Salesforce
95286,,Will Craddock,,Self Employed,chris.crad@gmail.com,9037809212,Organic Search
9554025,,jacob.oliveira.correia@gmail.com Correia,,,jacob.oliveira.correia@gmail.com,,List import
11172706,Inactive Investor,Benjamin Graybar,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",ben.graybar@nm.com,,Salesforce
11018105,Inactive Investor,Miranda Oda,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",miranda.oda@nm.com,,Salesforce
11038459,Inactive Investor,Alejandro Talavera Correa,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11123238,Inactive Investor,Zachary Mendelsberg,,J.P. Morgan Securities LLC Boulder CO 2950 Pearl St,,,Salesforce
9566336,,Sohail Raja,,,sohailgk@gmail.com,,List import
159502,,Rafal Raf,,[Unknown],vertucom@gmail.com,,Paid Social
10659434,,Richard Mohawk,,,richard.mohawk@countryfinancial.com,,List Import
11155860,Inactive Investor,Matthew Sullivan,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11135167,Inactive Investor,Gregory Sankey,Financial Advisor,Lincoln Investment Mercer PA 7221 W Market St,gsankey@lincolninvestment.com,,Salesforce
11070180,Inactive Investor,Jonah Williams,,"Trinity Wealth Securities, L.L.C. Philadelphia PA 100 S Broad St",,,Salesforce
372147,,?? ?,,China,815770981@qq.com,,Salesforce
11141563,Inactive Investor,Michael Silver,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11008205,Inactive Investor,Michael Naughton,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",mnaughton@financialguide.com,,Salesforce
11014667,Inactive Investor,Drew Byrd,,Citigroup Global Markets Inc.,,,Salesforce
10762955,Inactive Investor,Barbara Nix,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",,,Salesforce
10913674,Inactive Investor,Paulina Lanasa,Financial Advisor,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,paulina.lanasa@morganstanley.com,,Salesforce
10815678,Inactive Investor,Brian Webb,Financial Advisor,Edward Jones Spring Hill FL 3373 Mariner Blvd,,,Salesforce
10457483,,FELIX NIE,,,felixniefeius@gmail.com,,Web Form Fillout
11019918,Inactive Investor,Kyunghee Kim,,Vanguard Marketing Corporation,kyunghee_kim@vanguard.com,,Salesforce
11162880,Inactive Investor,Anna Brock,Portfolio Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,,,Salesforce
10832694,Inactive Investor,Diane Perez,,UBS Financial Services Inc. Houston TX 2525 Bay Area Blvd,diane.perez@ubs.com,,Salesforce
11052530,Inactive Investor,Andrea Turner,,PFS Investments Inc. Lihue HI 4210 Hanahao Pl,andrealaymonturner@primerica.com,,Salesforce
11165327,Inactive Investor,Marilyn Schmitt,Financial Advisor,"Osaic Wealth, Inc. Houston TX 10260 Westheimer Rd",,,Salesforce
120447,,Tom Parkinson,,United Kingdom,tomparkinson7@gmail.com,,
10489608,,Ashkan Abbassi,Vice President,Fisher Investments,abashiii@gmail.com,,List Import
11204532,Inactive Investor,Anthony Benvin,,"Cambridge Investment Research, Inc. Pittsburgh PA 6507 Wilkins Ave",,,Salesforce
9575740,,Adam Ferne,,,adam.ferne@thrivent.com,,List import
11021463,Inactive Investor,Joshua Gifford,Investment Advisor Representative;Wealth Strategist,"Premier Southwest Planning Group, LLC",,,Salesforce
10856837,Inactive Investor,Craig Satterfeal,Financial Consultant,Thrivent Investment Management Inc. Huntsville AL 7500 Memorial Pkwy SW,craig.satterfeal@thrivent.com,,Salesforce
11072169,Inactive Investor,Michael Washer,,"Ameritas Investment Company, LLC The Plains VA 6479 Main St",mwasher@ameritas.com,,Salesforce
142238,,Tyler Hughes,Financial Advisor,"Principal Securities, Inc.",hughes.ty@principal.com,402-401-2312,
352740,,Jaime Forsyth,Managing Director,"Monomoy Capital Management, L.p.",jforsyth@mcpfunds.com,212-225-9370,Manual List Upload
216448,,Mark White,,Ale spellanzon,clickforthedeal@gmail.com,,Event
10955514,Inactive Investor,Kyle Bigler,,LPL Financial LLC Pleasant Grove UT 922 S State Rd,kyle.bigler@lpl.com,,Salesforce
11156865,Inactive Investor,Edward Kellner,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Fort Mitchell KY 2734 Chancellor Dr",trey.kellner@nm.com,,Salesforce
10803249,Inactive Investor,Adriana Brandt,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,adriana.z.rodriguez@jpmorgan.com,,Salesforce
58223,,Clayton Kohl,"Chief Compliance Officer, Managing Member",SunSage Capital Management,kohl@sunsage.com,214-989-7710,Manual List Upload
10901225,Inactive Investor,Linda Wright,,"Empower Financial Services, Inc",linda.wright@gwrs.com,,Salesforce
9626957,,Frederico Vieira,,,frederico17@live.fr,,List import
11166747,Inactive Investor,Luke Hall,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,luke.hall@jpmorgan.com,,Salesforce
11099985,Inactive Investor,Jean Pierre Bouvel,Managing Member;Partner;Regulatory Contact,"Bouvel Investment Partners, LLC",pierre@bouvel.com,,Salesforce
10993809,Inactive Investor,Daniel Peoples,,"FBL Marketing Services, LLC Vinton IA 1105 W 9th St",daniel.peoples@fbfs.com,,Salesforce
9611629,,Reed Colley,,,bob@summitwealth.io,,List import
10644067,,Mark Marwede,,,marwede.mark@principalfunds.com,,List Import
10917092,Inactive Investor,Richard Roell,Chief Compliance Officer;Chief Executive Officer;President,"Peak Financial Partners, LLC",rroell@peakfinancialpartners.com,,Salesforce
210909,,Giles Tamplin,,[Unknown],giles.tamplin+zoom@gmail.com,,
10785669,Inactive Investor,Darlene Swatik,Vice President;Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Torrance CA 21201 Hawthorne Blvd",darlene.swatik@uboc.com,,Salesforce
11151444,Inactive Investor,Paul Ranieri,,"Osaic Wealth, Inc. Belmar NJ Private Residence",,,Salesforce
10762742,Inactive Investor,Frank O'Brien,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",frank_obrieniii@ml.com,,Salesforce
10933655,Inactive Investor,Patrick Radachi,,"Packerland Brokerage Services, Inc. Elyria OH 900 E Broad St",,,Salesforce
10885805,Inactive Investor,Marco Barajas,Financial Advisor,Edward Jones San Antonio TX 11550 W Interstate 10,marco.barajas@edwardjones.com,,Salesforce
11123430,Inactive Investor,Brian Reiber,,"Ameriprise Financial Services, LLC Flint MI 5402 Gateway Ctr",brian.reiber@ampf.com,,Salesforce
10925132,Inactive Investor,Evan Stumpf,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10844342,Inactive Investor,Katherine Ehlers,Financial Advisor;Vice President,Hilltop Securities Inc. Big Bear Lake CA 42605 Moonridge Rd,katherine.ehlers@hilltopsecurities.com,,Salesforce
11064806,Inactive Investor,Antonio Cunha,Financial Advisor,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",acunha@financialguide.com,,Salesforce
10849594,Inactive Investor,John Maloney,Wealth Advisor,LPL Financial LLC Edmond OK 317 Lilac Dr,john.maloney@lpl.com,,Salesforce
10873975,Inactive Investor,Mark Witthaus,Financial Advisor,Commonwealth Financial Network Saint Louis MO 230 S Bemiston Ave,mwitthaus@commonwealth.com,,Salesforce
10787513,Inactive Investor,Blaine Dunn,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,blaine.dunn@gs.com,,Salesforce
11044889,Inactive Investor,Lori Decker,Associate Manager;Financial Advisor,"Ameriprise Financial Services, LLC Alexandria LA 207 Ansley Blvd",lori.decker@ampf.com,,Salesforce
10958703,Inactive Investor,William Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson OH 10 W Streetsboro St",,,Salesforce
337533,,Mindy Wiedel,Wealth Advisor,"Kilner Capital Advisors, Llc",mindy@kilnercapital.com,301-840-0501,Manual List Upload
10912831,Inactive Investor,Bradley Perkins,Financial Advisor,"Raymond James & Associates, Inc. Cleveland TN 3780 Ocoee Pl NW",brad.perkins@raymondjames.com,,Salesforce
373832,,Claire Edmondson,,[Unknown],cme17967@gmail.com,,source
11159302,Inactive Investor,Joana Wright,,"Wells Fargo Clearing Services, LLC Dallas TX 4301 Lovers Ln",,,Salesforce
11131353,Inactive Investor,Peggy Aramouni,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,peggy.aramouni@jpmorgan.com,,Salesforce
9546753,,Arthur Le baut,,,arthurlebaut@hotmail.fr,,List import
10761317,Inactive Investor,William Dennin,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,wm.dennin@morganstanley.com,,Salesforce
4796587,,Mandy J McCaskill,,,mandyjmccaskill82@gmail.com,,Web Form Fillout
11190179,Inactive Investor,Irwin Wolf,Senior Vice President,Janney Montgomery Scott LLC Montvale NJ 200 Market St,cwolf@janney.com,,Salesforce
11132025,Inactive Investor,Jerry Anguiano,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 3301 Golden Rd",jerry.anguiano@ml.com,,Salesforce
10997323,Inactive Investor,Kelly Martinez,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,kelly.martinez@jpmorgan.com,,Salesforce
10949382,Inactive Investor,Jonathon Chryssafis,,Goldman Sachs & Co.,,,Salesforce
9628791,,Troy Frost,,,troycfrost@gmail.com,,List import
11019534,Inactive Investor,Barry Taylor,Managing Director;Senior Wealth Manager,"Sand Hill Global Advisors, LLC San Francisco CA 44 Montgomery St",,,Salesforce
11058529,Inactive Investor,Matthew Griffin,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Rock Hill SC 225 White St W",matthew.griffin@ampf.com,,Salesforce
11238188,Inactive Investor,Dawn Whitson,,"Allstate Financial Services, LLC",dawnwhitson@allstate.com,,Salesforce
10948509,Inactive Investor,Andrew Rigazio,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Manhasset NY 1900 Northern Blvd",,,Salesforce
11077533,Inactive Investor,Jesse Abercrombie,Financial Advisor,Edward Jones Plano TX 5850 Granite Pkwy,jesse.abercrombie@edwardjones.com,,Salesforce
11001841,Inactive Investor,John Scarborough,Financial Advisor,LPL Financial LLC Houston TX 11011 Richmond Ave,john.scarborough@lpl.com,,Salesforce
10906772,Inactive Investor,Charles Hill,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,charlesesmondhill@primerica.com,,Salesforce
10801783,Inactive Investor,Michael Curts,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,michael.curts@morganstanley.com,,Salesforce
10786141,Inactive Investor,Jennifer Baker,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",jennifer.baker@raymondjames.com,,Salesforce
10998702,Inactive Investor,Brett Younce,,State Farm VP Management Corp. Grand Rapids MI 6750 Kalamazoo Ave SE,,,Salesforce
9564727,,Arpit Patel,,,arpitpatel8188@gmail.com,,List import
10781464,Inactive Investor,James Vermilye,Senior Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,jim.vermilye@morganstanley.com,,Salesforce
9559701,,Marjean Ossefoort,,,mossefoort@cambridgesecure.com,,List import
340133,,Muguruza Aitor,,[Unknown],aitor.muguruza@kcm.vg,,Event
10853635,Inactive Investor,James Vance,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",joseph.vance@ml.com,,Salesforce
9560766,,Jason Rainier,,,jason.rainier@lfg.com,,List import
10819514,Inactive Investor,Jeffrey Phillips,,"Rehmann Financial Network, LLC Vero Beach FL 5070 Hwy A1A",jeffrey.phillips@rehmann.com,,Salesforce
11180990,Inactive Investor,Tyler Burgess,,"Cambridge Investment Research, Inc. Webb City MO 30 S Main St",,,Salesforce
9631667,,Simon Dusable,,,slimandusable@gmail.com,,List import
10828685,Inactive Investor,Ryan Larsen,Chief Compliance Officer;Financial Advisor;Managing Member,Refined Wealth Management,r.larsen@refinedwm.com,,Salesforce
21990,,Steven Follmer,Senior Portfolio Manager,Allstate Investments LLC,sfollmer@allstate.com,1-847-402-5000,Database Upload
11060996,Inactive Investor,Robert Steele,Senior Regional Leader,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,robert.steele@primerica.com,,Salesforce
159605,,Ali Shekofti,,[Unknown],ali@accretecap.com,,Organic Search
10882534,Inactive Investor,Evan Coppola,Investment Consultant;Owner,"Hudson Advisor Services, Inc.",ecoppola@hudsonadvisors.com,,Salesforce
11175835,Inactive Investor,David Doyle,,NYLIFE Securities LLC Rockland MA 1050 Hingham St,ddoyle@ft.newyorklife.com,,Salesforce
10803265,Inactive Investor,Steven Matthews,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,steven.matthews@morganstanley.com,,Salesforce
9587121,,Ryan Johnson,,,ryanjohnson9876@gmail.com,,List import
10864240,Inactive Investor,Ryan Hume,,State Farm VP Management Corp. Parker CO 12543 N State Hwy 83,ryan.hume.h3l1@statefarm.com,,Salesforce
10772132,Inactive Investor,Stamen Matev,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",stamen.matev@ml.com,,Salesforce
9628587,,Purusha Maduro,,,maduro.p@gmail.com,,List import
11089768,Inactive Investor,Karen Bauman,Financial Advisor;Partner,GGM Financial LLC,karen@ggmfin.com,,Salesforce
10871326,Inactive Investor,Justin Bodnar,,"International Assets Advisory, LLC",jb@iaac.com,,Salesforce
11031054,Inactive Investor,Robert Buonanno,,"Skyview Financial Group, LLC Mahwah NJ 1 International Blvd",,,Salesforce
10761512,Inactive Investor,Bruce Becker,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Chicago IL 227 W Monroe St,bruce.m.becker@morganstanley.com,,Salesforce
9610786,,Farzad M,,,fminooei@yahoo.com,,List import
11208516,Inactive Investor,Mark Young,Financial Advisor,Edward Jones Fort Gibson OK 1205 S Lee St,mark.young@edwardjones.com,,Salesforce
11029165,Inactive Investor,Bailey Falbo,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",bailey.e.falbo@nm.com,,Salesforce
10902028,Inactive Investor,Patricia Wallaitis,,LPL Financial LLC Buffalo NY 285 Delaware Ave,patricia.wallaitis@lpl.com,,Salesforce
10773177,Inactive Investor,Alberto Pernas,,UBS Financial Services Inc.,,,Salesforce
11196228,Inactive Investor,Ashton Green,,Cetera Advisors LLC Duluth GA 3700 Crestwood Pkwy NW,ashton.green@ceteraadvisors.com,,Salesforce
11035395,Inactive Investor,Trenton Miller,,"W&S Brokerage Services, Inc. Findlay OH 1000 E Main Cross St",trenton.miller@wslife.com,,Salesforce
11196156,Inactive Investor,Kostas Koutsagelos,Account Executive;Director;Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",,,Salesforce
10757090,Inactive Investor,Stephanie DeCrosta,Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,stephanie.reap@morganstanley.com,,Salesforce
11010791,Inactive Investor,Matthew Fones,,"The Leaders Group, Inc.",,,Salesforce
9627802,,Jose Esteves,,,panoptic.investor@gmail.com,,List import
9550451,,Jiangfeng He,,,187040168@qq.com,,List import
1862896,,Rick Timmons,,,wrt@canal-ins.com,,
9566590,,brock houghton,,,brockhoughton@mac.com,,List import
11057691,Inactive Investor,Sean Kelly,,Vanguard Marketing Corporation,sean_kelly@vanguard.com,,Salesforce
11129914,Inactive Investor,Derek Shadick,Team Lead,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",derek.shadick@schwab.com,,Salesforce
11261073,Inactive Investor,James Marquez,Partner;Senior Wealth Advisor,Capstone Financial Advisors Inc,jmarquez@capstone-advisors.com,,Salesforce
9544999,,Prakash Neelakantan,,,prakash.neelakantan@broadridge.com,,List import
10812173,Inactive Investor,Marc Ravitz,Director;Executive Vice President;Regulatory Contact;Super Account Administrator,"Grace & White, Inc",mer@grace-white.com,,Salesforce
11236779,Inactive Investor,Jonathan Albrethsen,Financial Advisor;Partner,HA Wealth Advisors Inc. Lehi UT 2940 W Maple Loop Dr,,,Salesforce
11045230,Inactive Investor,Colby Whitley,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",colby.whitley@bernstein.com,,Salesforce
11123396,Inactive Investor,Peter Vratimos,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,peter.vratimos@chase.com,,Salesforce
10850989,Inactive Investor,Ryan Thomsen,Chief Compliance Officer;Investment Advisor;Manager;Managing Member;Managing Partner,"First Oak Wealth Management, LLC",rthomsen@firstoak.com,,Salesforce
11060518,Inactive Investor,Lukas Fedak,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11007519,Inactive Investor,Trisha Mcclanahan,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,tmcclanahan@commonwealth.com,,Salesforce
9568961,,assaf DM,,,us@david-margalit.com,,List import
11094268,Inactive Investor,Leann Price,,"MML Investors Services, LLC Mercer Island WA 7853 SE 27th St",,,Salesforce
227830,, -,,[[Unknown]],maguro@pm.com,,
10995722,Inactive Investor,Robert Catledge,Investment Advisor Representative,"CMC Financial Group, LLC",,,Salesforce
11110299,Inactive Investor,Carla Lopes,International Business Manager;Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",carla_lopes@ml.com,,Salesforce
148713,,russell trump,,[Unknown],russelltrump@yahoo.com,,
9554709,,Drena Duran,,,drenalopezduran@gmail.com,,List import
9552963,,Marc D'Elia,,,marc.delia@lfg.com,,List import
11002967,Inactive Investor,Yuetong Chen,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,yuetong.chen@jpmorgan.com,,Salesforce
11255275,Inactive Investor,Andrew Zittell,Financial Advisor,The Wealth Consulting Group San Rafael CA 1010 B St,azittell@wealthcg.com,,Salesforce
11009444,Inactive Investor,Alexander Phillips,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,ajphillips@ft.newyorklife.com,,Salesforce
10857632,Inactive Investor,Robert Craun,,"Avantax Investment Services, Inc. Rochester MI 800 W University Dr",,,Salesforce
11115855,Inactive Investor,Jocsan Rendon,,"Farmers Financial Solutions, LLC Palm Desert CA 73880 Alessandro Dr",jrendon@farmersagent.com,,Salesforce
244585,,Pat Zinnanti,Meryll Lynch,Meryll Lynch,pat.zinnanti@ml.com,,Manual List Upload
11078116,Inactive Investor,Camila Moulin,,"Principal Securities, Inc. Deerfield Beach FL Private Residence",oliveira.camila@principal.com,,Salesforce
11190887,Inactive Investor,Cheryl Macpherson,Financial Center Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",,,Salesforce
10837970,Inactive Investor,William Ford,Financial Consultant,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",william.ford@equitable.com,,Salesforce
11150691,Inactive Investor,Kyung Park,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,kypark@ft.newyorklife.com,,Salesforce
216608,,gordon menard,founding parter,Sterling Total Wealth Solutions,gordon@yoursterlingadvisor.com,171-385-8601,Event
10902126,Inactive Investor,Heather O'Connor,,"Truist Investment Services, Inc. Nashville TN 401 Commerce St",heather.oconnor@truist.com,,Salesforce
10934225,Inactive Investor,Kevin Parent,,Thornburg Securities Corporation Denver CO 2960 Simms St,kparent@thornburg.com,,Salesforce
11222900,,Jon Beauchemin,,,jon.beauchemin@marinerwealthadvisors.com,,List Import
9645564,,Vinny Illiano,,,villiano@gmail.com,,List import
11158351,Inactive Investor,Adela Hunter,Financial Advisor,Edward Jones Coralville IA 3266 Crosspark Rd,adela.hunter@edwardjones.com,,Salesforce
11019423,Inactive Investor,Paul Bailey,,"Charles Schwab & Co., Inc. New York NY 1133 Avenue of the Americas",,,Salesforce
10789581,Inactive Investor,Jeffrey Speicher,Financial Advisor,"Prospera Financial Services, Inc. Durango CO 799 E 3rd St",jeffrey.speicher@prosperafinancial.com,,Salesforce
10647028,,Vanessa Roney,,,vanessa.roney@edwardjones.com,,List Import
11201498,Inactive Investor,Janice First,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,janice.blount@primerica.com,,Salesforce
10947465,Inactive Investor,Neil Gartner,Chief Compliance Officer;Owner;Principal,Gartner Financial Advisors,neil@gartneradvisors.com,,Salesforce
11212940,Inactive Investor,Dakota Dzula,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 110 Oakwood Dr",,,Salesforce
10946590,Inactive Investor,Jonathan Chantra,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10618611,,Donald Canfield,,,dcanfield@graybillwealth.com,,List Import
11156682,Inactive Investor,Forrest Anderson,Branch Manager;Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Lincoln NE 1248 O St,forrest.anderson@morganstanley.com,,Salesforce
10817679,Inactive Investor,Dempsey Moody,Director - Financial Planning,"Osaic FA, Inc. Nashville TN 2100 W End Ave",wiley.moody@lfg.com,,Salesforce
10917942,Inactive Investor,Scott Ayers,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC",sayers@beaconpointe.com,,Salesforce
9548467,,Devin Jackson,,,devin.jackson562@gmail.com,,List import
9628130,,Wayne Lair,,,wlair@statewidepublicaffairs.com,,List import
10996775,Inactive Investor,Christopher Test,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",christopher.test@robinhood.com,,Salesforce
10947906,Inactive Investor,Ting Xiao,,J.P. Morgan Securities LLC Flushing NY 4028 College Point Blvd,ting.t.xiao@chase.com,,Salesforce
11094276,Inactive Investor,Anna Dinh,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",adinh@financialguide.com,,Salesforce
9611390,,Sergej Kozlovskij,,,sergej.kozlovskij@gmail.com,,List import
337175,,Seth Weinstein,COO,Logan Equity Partners,sweinstein@loganequity.com,,
11004738,Inactive Investor,Nimedia Ozinegbe,,Morgan Stanley,,,Salesforce
9565941,,Matt Rockstroh,,,matt.rockstroh@horancm.com,,List import
8218813,,Rosemary Adenyo,,,adenrose722@gmail.com,,Web Form Fillout
188789,,Shapoor jafari,,[Unknown],mahdi403576595@gmail.com,,source
10883998,Inactive Investor,Dennis Fukushima,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",dennis.fukushima@ml.com,,Salesforce
10975285,Inactive Investor,Megan Harper,Chief Compliance Officer;Chief Operating Officer,"QuadCap Wealth Management, LLC",mlezar@quadcapwm.com,,Salesforce
10969541,Inactive Investor,Dylan Trauger,,Edward Jones Cardiff by the Sea CA 111 Chesterfield Dr,,,Salesforce
9628211,,Pat Murray,,,patrick.murray@citi.com,,List import
10799992,Inactive Investor,Neal Cooper,Branch Manager;Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,neal.cooper@ubs.com,,Salesforce
9601285,,Raymond Bligh,,,ray.bligh@bountymanagement.com,,List import
10613596,,Frances Heath,"Financial Advisor, Vice President - Wealth Management",,frances.heath@ubs.com,,List Import
11087476,Inactive Investor,Patricia Rooney Gallegos,,PFS Investments Inc. Laredo TX 6508 N Bartlett Ave,prooneygallegos@primerica.com,,Salesforce
224023,,wei lek yeo,,[Unknown],weilekyeo@dbs.com,,
9615439,,Maximilian Weiss,,,maximilianweiss@protonmail.com,,List import
10887567,Inactive Investor,Thomas Nohr,,"Cambridge Investment Research, Inc. Castro Valley CA 20632 Redwood Rd",,,Salesforce
345102,,William Monroe,Partner,Aull & Monroe,earlmonroe@aullmonroe.com,251-342-3339,Manual List Upload
11127693,Inactive Investor,Thomas Tarr,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,thomas.tarr@fidelity.com,,Salesforce
10819136,Inactive Investor,Stephen Ulsh,Financial Advisor,Edward Jones Houston TX 1110 Nasa Pkwy,stephen.ulsh@edwardjones.com,,Salesforce
9602347,,Eliot Bencuya,,,ebencuya@tryperion.com,,List import
11127313,Inactive Investor,Denis Samodarov,,PFS Investments Inc. Roseville CA 1200 Melody Ln,denis.samodarov@primerica.com,,Salesforce
11145579,Inactive Investor,Christine Quinn,,Morgan Stanley New York NY 101 Park Ave,christine.quinn@morganstanley.com,,Salesforce
371554,,Fuck Yu,,[Unknown],johndoe666@yahoo.com,,Salesforce
11171068,Inactive Investor,Chengke Xia,,Citigroup Global Markets Inc.,,,Salesforce
10907243,Inactive Investor,Sayef Chowdhury,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10907070,Inactive Investor,Heather Knuff,Managing Partner;Regulatory Contact,Knuff & Company LLC,heather@knuffco.com,,Salesforce
10489953,,Marques Miles,,Alden Investment Group Plano TX 3900 American Dr,marques@pathwaysra.com,,List Import
9569010,,lee duoduo,,,820988772@qq.com,,List import
10830886,Inactive Investor,Danny Barfield,,"Raymond James Financial Services, Inc. Cleveland MS 698 South St",danny.barfield@raymondjames.com,,Salesforce
10870025,Inactive Investor,Stephen Zade,,"Cambridge Investment Research, Inc. Mount Clemens MI 59 N Walnut St",,,Salesforce
117662,,Max Sesing,Financial Consultant,Thrivent Investment Management Inc.,max.sesing@thrivent.com,,
10832234,Inactive Investor,Anthony Germano,,"Truist Investment Services, Inc. Vero Beach FL 2231 Indian River Blvd",,,Salesforce
11166200,Inactive Investor,Jeremy Belnas,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,jeremy.belnas@morganstanley.com,,Salesforce
10837951,Inactive Investor,Stephen Frazer,Financial Advisor,LPL Financial LLC Somerville NJ 92 E Main St,stephen.c.frazer@lpl.com,,Salesforce
10985605,Inactive Investor,Melissa Scher,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,melissa.scher@primerica.com,,Salesforce
11037225,Inactive Investor,Johnnie Brooks,,"Packerland Brokerage Services, Inc. Canton GA 250 E Main St",johnnie_brooks@packerlandbrokerage.com,,Salesforce
10840552,Inactive Investor,Johnathan Hines,,The Wealth Consulting Group Lee'S Summit MO Private Residence,jhines@wealthcg.com,,Salesforce
10889070,Inactive Investor,Joseph Casale,Chief Compliance Officer;Managing Member;Managing Principal;Partner;Private Wealth Advisor,"Sagamore Wealth Management, LLC",jcasale@sagamorewealth.com,,Salesforce
9625628,,Tamer Inceoglu,,,inctamer@gmail.com,,List import
10433354,,Douglas Keim,,,dkeimrdllc@protonmail.com,7177239728,Web Form Fillout
11219892,,Mary Phillips,,,mary.phillips@dfafunds.com,,Other
10868158,Inactive Investor,Diane Bonner,,"Cambridge Investment Research, Inc. Chapel Hill NC 6320 Quadrangle Dr",,,Salesforce
10980538,Inactive Investor,Melissa Cobas Leon,,Insigneo International Financial Services LLC San Juan PR 235 Calle Federico Costa,,,Salesforce
11170298,Inactive Investor,James Powell,Financial Advisor,Edward Jones Findlay OH 237 S Main St,james.powell@edwardjones.com,,Salesforce
10810371,Inactive Investor,Jennifer Vanlandingham,Managing Director;Shareholder;Tax Planner;Vice President,"D'Orazio & Associates, Inc.",,,Salesforce
11086338,Inactive Investor,Don Williams,,LPL Financial LLC San Marcos CA Private Residence,don.williams@lpl.com,,Salesforce
11138646,Inactive Investor,Frank Zocco,,LPL Financial LLC Brockway PA 682 Main St,f.zocco@lpl.com,,Salesforce
10933754,Inactive Investor,Jack Hallier,Financial Advisor,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",jack.hallier@raymondjames.com,,Salesforce
9633284,,Ben Hurley,,,munro.hurley@icloud.com,,List import
11090567,Inactive Investor,Josef Jakosalem,,J.P. Morgan Securities LLC Mendham NJ 98 E Main St,josef.a.jakosalem@chase.com,,Salesforce
10810215,Inactive Investor,Christopher Jacobs,Senior Client Associate,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",chris.a.jacobs@rbc.com,,Salesforce
9551694,,Loredana Schwartz,,,lori.napodano@acfamilyoffice.com,,List import
10994656,Inactive Investor,Andrew Eichel,Wealth Manager,"Annex Wealth Management, LLC",aeichel@annexwealth.com,,Salesforce
11098957,Inactive Investor,Douglas Brown,,"Raymond James Financial Services, Inc. Oklahoma City OK 13158 N Macarthur Blvd",,,Salesforce
10908183,Inactive Investor,Theodore Minor,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
11064469,Inactive Investor,Tod Byrd,Financial Advisor;Independent Consultant,LPL Financial LLC Emory TX Private Residence,tod.byrd@lpl.com,,Salesforce
10818571,Inactive Investor,Brian Mathis,Managing Director,Davenport & Company LLC Sanford NC 201 Chatham St,bmathis@investdavenport.com,,Salesforce
146100,,PAN NIE,,[Unknown],615568371@qq.com,,
353212,,Anastasia Kartashyan,Modern Workplace Engineer,Avanade,anakart444@gmail.com,,Event
10782563,Inactive Investor,Lance Hopkins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",lance_hopkins@ml.com,,Salesforce
10875411,Inactive Investor,Ivan Peruski,,"Northwestern Mutual Investment Services, LLC Saginaw MI 5444 State St",ivan.peruski@nm.com,,Salesforce
10947738,Inactive Investor,Samantha-Lynn Miner,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",,,Salesforce
10489722,,Alex Stowe,Wealth Advisor,"Avior Wealth Management, LLC Plano TX 1316 Village Creek Dr",bob.stowe@aviorwealth.com,,List Import
9598777,,Pedro Vaz,,,pedroadelinovaz@gmail.com,,List import
9614690,,Rafael Giezendanner,,,r.giezendanner@live.de,,List import
10916539,Inactive Investor,Patrick Keating,Managing Member;Owner;Vice President,"Patrick J. Keating Investment Management, LLC",pjk@pjkinvestmentmanagement.com,,Salesforce
10898481,Inactive Investor,Pavel Terselich,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
9542859,,Marlon Mejía,,,marlon30044@gmail.com,,List import
10756979,Inactive Investor,Nicole Emrick,Senior Client Relationship Associate,"Wells Fargo Clearing Services, LLC Medford OR 1301 Poplar Dr",nicole.m.emrick@wellsfargo.com,,Salesforce
10956841,Inactive Investor,Anna Lankford Maciejewski,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",anna.maciejewski@usbank.com,,Salesforce
9556837,,Pascavi Sogadji,,,sogadji.pascavi@gmail.com,,List import
11083168,Inactive Investor,John Irving,Financial Services Representative,"MML Investors Services, LLC Olean NY 2646 W State St",jirving@financialguide.com,,Salesforce
11200729,Inactive Investor,Stephanie Larsen,District Leader,PFS Investments Inc. Lynnwood WA 16521 13th Ave W,slarsen@primerica.com,,Salesforce
10938871,Inactive Investor,Alan Voskuil,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
10837163,Inactive Investor,Supal Vora,Private Wealth Advisor,"Ameriprise Financial Services, LLC Temecula CA 41973 6th St",supal.s.vora@ampf.com,,Salesforce
340245,,Sai Shashidhar Tellakula,Student,[Unknown],shashi.tellakula@edhec.com,33767841979,Database Upload
337530,,Herbert Miller,Co-Founder,"Lem Capital, L.p.",miller@lemcapital.com,215-557-9600,Manual List Upload
11136935,Inactive Investor,Tanya Hosner,Client Service Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,tanya.hosner@msgraystone.com,,Salesforce
9595030,,Surendra Yadav,,,surendra.sbiotech@gmail.com,,List import
10946905,Inactive Investor,Ryan Peterson,,"OneAmerica Securities, Inc. Layton UT 920 Heritage Park Blvd",,,Salesforce
11027971,Inactive Investor,Julie Bass,,State Farm VP Management Corp. Madison WI 4703 Monona Dr,julie.bass-devries.prdy@statefarm.com,,Salesforce
11156685,Inactive Investor,Anne Gallagher,Financial Advisor,Morgan Stanley Conshohocken PA 100 Front St,anne.gallagher@morganstanley.com,,Salesforce
10945468,Inactive Investor,Scott Richey,,"Charles Schwab & Co., Inc. Birmingham MI 105 Willits St",,,Salesforce
10770770,Inactive Investor,Lavar Leak,,Morgan Stanley Alpharetta GA 1 Edison Dr,lavar.leak@morganstanley.com,,Salesforce
9630228,,james coady,,,jcoady23@gmail.com,,List import
11064442,Inactive Investor,Paul Romano,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Kings Park NY 38 Indian Head Rd,paul.d.romano@jpmorgan.com,,Salesforce
11066055,Inactive Investor,Daniel Klemm,,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",,,Salesforce
196227,,Bedford Otey,,"Larson Financial Group, LLC",bedford.otey@larsonfinancial.com,406-548-1896,
9626959,,Daniel Pacheco,,,danielpachecofree@gmail.com,,List import
352900,,Imrith Ramtohul,Senior Investment Consultant,Aon Solutions,imrith.ramtohul@aonhewitt.mu,#ERROR!,Event
10613275,,Romina Marion,"Assistant Vice President, Financial Advisor",,romina_marion@ml.com,,List Import
10788165,Inactive Investor,Monica Fernandez,,J.P. Morgan Securities LLC Houston TX 600 Travis St,monica.fernandez@jpmorgan.com,,Salesforce
11077753,Inactive Investor,Kurt Daniels,Financial Advisor,Edward Jones Driggs ID 1264 Arrowhead Plz,kurt.daniels@edwardjones.com,,Salesforce
10504986,,[Unknown],,,glen.smith@gdswealth.com,,Web Form Fillout
9576357,,Craig McKinley,,,cmckinley@financialguide.com,,List import
4741643,,mya faga,,,damaf78835@hostovz.com,,Web Form Fillout
11004118,Inactive Investor,Paul Nash,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,paulnash@primerica.com,,Salesforce
9639424,,Tadashi Yano,,,yano@takumiasset.com,,List import
10774954,Inactive Investor,Celeste Dinerman,Financial Advisor;Vice President - Wealth Management,Morgan Stanley West Hartford CT 433 S Main St,celeste.guie@morganstanley.com,,Salesforce
8781168,,Tim Relke,,,timrelke@gmail.com,4164516929,Web form fillout
338936,,Margelis Requejado,Cashiering Manager,"Portfolio Resources Advisor Group, Inc.",mrequejado@inres.net,305-372-0299,Manual List Upload
9616639,,JD Miller,,,jmillerva@myway.com,,List import
11080314,Inactive Investor,Vanessa Cazares,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,vanessa.cazares@primerica.com,,Salesforce
10800805,Inactive Investor,Margaret Pacheco,,"Stifel, Nicolaus & Company, Incorporated Tampa FL 100 N Tampa St",,,Salesforce
10893632,Inactive Investor,Francis Smith,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,fsmith@laidlawltd.com,,Salesforce
10971627,Inactive Investor,Nathan Piel,Financial Advisor,Focus Financial Wausau WI 3530 Stewart Ave,npiel@focusfinancial.com,,Salesforce
10850004,Inactive Investor,Maria Bongiovanni,Investment Advisor Representative,"Osaic Wealth, Inc. Utica MI 8300 Hall Rd",,,Salesforce
230367,, -,,[[Unknown]],tukimvan@gmail.com,,
10785415,Inactive Investor,Patricia Moore,Director;Financial Planner;Investment Manager;President,"Moore Financial Advisors, Ltd. Watertown MA 7 Clyde Rd",moore@mooreadvisors.com,,Salesforce
11079726,Inactive Investor,Donald McGraw,Financial Advisor,Edward Jones Austin TX 14101 W Hwy 290,don.mcgraw@edwardjones.com,,Salesforce
10977507,Inactive Investor,Caleb Barton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9608006,,Joel Miller,,,jbmill54@mac.com,,List import
11116275,Inactive Investor,Brendan Semph,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,brendan.semph@jpmorgan.com,,Salesforce
9567760,,Thomas Birsinger,,,thomas.birsinger@voyafa.com,,List import
9641839,,Raymond Jenkins,,,raymond@liveoakwealthmgmt.com,,List import
11151837,Inactive Investor,Holt Depriest,,"Carty & Company, Inc.",hdepriest@cartyco.com,,Salesforce
10914402,Inactive Investor,James Larson,,"Western International Securities, Inc. Minneapolis MN 5775 Wayzata Blvd",jlarson@wisdirect.com,,Salesforce
9638925,,George Brod,,,gbrod@crystalfunds.com,,List import
11146211,Inactive Investor,Teresa Murphy,Director - Business Development;Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,terri.murphy@morganstanley.com,,Salesforce
10980733,Inactive Investor,Alexander Hock,Senior Wealth Advisor,"The Colony Group, LLC Denver CO 2000 S Colorado Blvd",ahock@thecolonygroup.com,,Salesforce
11173881,Inactive Investor,Elaine Beaty,Institutional Investment Advisor,Goelzer Investment Management,ebeaty@goelzerinc.com,,Salesforce
10832885,Inactive Investor,Richard Noah,Principal,LPL Financial LLC Spencer IA 1200 W 18th St,richard.noah@lpl.com,,Salesforce
10981185,Inactive Investor,Shaurya Chauhan,,J.P. Morgan Securities LLC San Diego CA 10541 Scripps Poway Pkwy,shaurya.chauhan@chase.com,,Salesforce
192390,,alperen kan?k,,alperen kanÄ±k,alperen.kanik98@gmail.com,,
11183101,Inactive Investor,Stephanie Antala,,"Allstate Financial Services, LLC Lithia FL 16767 Fishhawk Blvd",stephaniea@allstate.com,,Salesforce
10788363,Inactive Investor,Alexandra Halpern,,Goldman Sachs & Co.,alexandra.nevid@gs.com,,Salesforce
11034997,Inactive Investor,Matthew Tehan,Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",,,Salesforce
10960652,Inactive Investor,Ruhiyyah Bilal,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10833847,Inactive Investor,Thomas Christopher,,"Raymond James Financial Services, Inc. Conshohocken PA 101 E 8th Ave",thomas.christopher@raymondjames.com,,Salesforce
10890488,Inactive Investor,Norman Sears,Financial Advisor,Edward Jones Washington NC 1989 W 15th St,casey.sears@edwardjones.com,,Salesforce
10919789,Inactive Investor,Jillian Doyle,,B. Riley Wealth Management Jersey City NJ 30 Montgomery St,,,Salesforce
11207740,Inactive Investor,Tim VanGorder,Regional Vice President,PFS Investments Inc. Canandaigua NY 559 S Main St,tim.vangorder@primerica.com,,Salesforce
10841658,Inactive Investor,David Cohen,Chief Compliance Officer;Member;President,Minerva Advisors LLC,david@minerva-adv.com,,Salesforce
10943770,Inactive Investor,Donald Hess,,"Osaic Wealth, Inc. Oregon OH 2737 Navarre Ave",,,Salesforce
10980493,Inactive Investor,Logan Phillips,Associate Representative,Thrivent Investment Management Inc. Spokane WA 534 E Spokane Falls Blvd,logan.phillips@thrivent.com,,Salesforce
11149598,Inactive Investor,Stacy Priebe,Financial Advisor,Edward Jones Mc Cook NE 109 W D St,stacy.priebe@edwardjones.com,,Salesforce
219402,,Karanvir Panesar,,[Unknown],kpanesar@umich.edu,,
9552497,,Maggie Quick,,,maggie.quick@53.com,,List import
10617025,,Hilary Gellings,,,hilary.gellings@citi.com,,List Import
11145192,Inactive Investor,James Cook,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,bo.cook@morganstanley.com,,Salesforce
10869961,Inactive Investor,Andrew Mcconvey,,Goldman Sachs & Co.,andrew.mcconvey@goldmansachs.com,,Salesforce
10910219,Inactive Investor,Christian Giannangeli,,LPL Financial LLC Darien CT 320 Post Rd,c.giannangeli@lpl.com,,Salesforce
5164267,,sa na,,,bijeti6742@klblogs.com,,Web Form Fillout
9540661,,Ed Shapiro,,Shapiro Investment Co. LLC,shapiroed@gmail.com,,Organic Search
10892279,Inactive Investor,Carlos Candia,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,carlos.candia@morganstanley.com,,Salesforce
11253974,Inactive Investor,Audrey Barnes,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
43257,,Stanley Kottke,Financial Consultant,Thrivent Investment Management Inc.,stan.kottke@thrivent.com,,
10935165,Inactive Investor,Susan Goodhew,,"FNBB Capital Markets, LLC",sgoodhew@bankers-bank.com,,Salesforce
11066637,Inactive Investor,Grant Detlefsen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11103530,Inactive Investor,Thomas Schneeweis,Chief Investment Officer,Yes Wealth Management White Bear Lake MN 2202 5th St,,,Salesforce
10945289,Inactive Investor,Robert Mammana,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,robert.mammana@fmr.com,,Salesforce
9607592,,Boris Mikanikrezai,,,boris.mikanikrezai@essec.edu,,List import
11137941,Inactive Investor,John Scott,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",,,Salesforce
11048644,Inactive Investor,Hollorae Patrick,,PFS Investments Inc. West Point GA 815 3rd Ave,hollorae.patrick@primerica.com,,Salesforce
11198674,Inactive Investor,Kevin Reed,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",,,Salesforce
9646288,,Charles Tidd,,,cwt29@icloud.com,,List import
11233705,Inactive Investor,Michelle Doker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10825823,Inactive Investor,Daniel Murphy,,"Osaic Wealth, Inc. Spokane WA Private Residence",,,Salesforce
10880437,Inactive Investor,Evan Smrek,,Vanguard Marketing Corporation,evan_smrek@vanguard.com,,Salesforce
11157326,Inactive Investor,Scott Sewell,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",sewells@stifel.com,,Salesforce
10648180,,Edward Hable,,,edwardh@triumphcapitalmanagement.com,,List Import
10779281,Inactive Investor,Michelle Sherwood,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",michelle.drake@ml.com,,Salesforce
9603243,,Julio Tiusanen,,,jctiusanen@gmail.com,,List import
10982684,Inactive Investor,Richard Gibbens,Regional Leader,PFS Investments Inc. San Marcos TX 174 S Guadalupe St,richgibbens@primerica.com,,Salesforce
9557137,,Dale Helling,,,dhelling5608@gmail.com,,List import
10912295,Inactive Investor,Karina Ivkovic,Associate Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,karina.vazivkovic@ubs.com,,Salesforce
11136690,Inactive Investor,David Jenkins,,Park Avenue Securities LLC Asheville NC 14 S Pack Sq,,,Salesforce
9597676,,Kathryn Banis,,,kbanis@adviserinvestments.com,,List import
10892991,Inactive Investor,Kate Moran,Wealth Management Analyst,Morgan Stanley Palm Beach FL 450 Royal Palm Way,,,Salesforce
235917,, -,,[[Unknown]],jimhurley415@icloud.com,,Organic Search
11199539,Inactive Investor,John Principe,Financial Planning Manager;Partner;Regulatory Contact;Wealth Manager,"SageBroadview Wealth Management, LLC",david@sagebroadview.com,,Salesforce
11065794,Inactive Investor,Robert Wynn,Chief Compliance Officer;Founder;Managing Member;President,Wynn Capital,rob@wynncap.com,,Salesforce
11051157,Inactive Investor,Bret Dark,Financial Advisor,Edward Jones Bryan TX 100 N Main St,bret.dark@edwardjones.com,,Salesforce
11023856,Inactive Investor,Karl Loehle,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",karl.loehle@ml.com,,Salesforce
11009652,Inactive Investor,Kyle Seiler,,PFS Investments Inc. Chattanooga TN 6025 Lee Hwy,kseiler@primerica.com,,Salesforce
71831,,Abraham Acevedo,,Germany,aacevedo.bis2@gmail.com,,
9561663,,Ryan Stininger,,,ryanstininger1@gmail.com,,List import
10968278,Inactive Investor,Antonio Harris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10848791,Inactive Investor,Eduardo Vale,,VectorGlobal WMG,,,Salesforce
10805296,Inactive Investor,Will Shaw,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,will.l.shaw@jpmorgan.com,,Salesforce
11081578,Inactive Investor,Sathesh Janaki,,Cetera Advisors LLC Houston TX 701 N Post Oak Rd,,,Salesforce
10980280,Inactive Investor,Michelle Dilallo,,"CUSO Financial Services, L.P. Boulder CO 611 S Broadway St",,,Salesforce
9542158,,Patricia Moles,,,ppmoles19@gmail.com,,List import
10645498,,Monica Ingram,,,monica.ingram@primerica.com,,List Import
11045587,Inactive Investor,Russell Pinto,,"Osaic Wealth, Inc. Scarsdale NY 188 Summerfield St",,,Salesforce
10796354,Inactive Investor,Marty Dennis,Financial Advisor,LPL Financial LLC Springdale AR 6576 Lynchs Prairie Cv,marty.dennis@lpl.com,,Salesforce
349339,,Robert Factora,Advisory Representative,"Summit Asset Management, Llc",bob@summitplanninggroup.com,203-483-3313,Manual List Upload
11013642,Inactive Investor,Guenadi Miliavski,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,guenadi.miliavski@primerica.com,,Salesforce
10954393,Inactive Investor,Stephanie Warrick,Chief Operations Officer,Eubel Brady & Suttman,,,Salesforce
10785959,Inactive Investor,Jason Gladowsky,Chief Compliance Officer;Director;Investment Advisor;Municipal Principal;President;Principal,The Gladowsky Group,jason@gladowsky.com,,Salesforce
9593858,,Eugene Mennel,,,gdmennel@comcast.net,,List import
9623798,,Damian Riavitz,,,riavitzdamian@gmail.com,,List import
11008709,Inactive Investor,John Mathews,Financial Advisor,"CUSO Financial Services, L.P. High Point NC 3015 E River Way",,,Salesforce
10990163,Inactive Investor,Christopher Davis,,"Cambridge Investment Research, Inc. Colorado Springs CO 5445 Mark Dabling Blvd",,,Salesforce
10902869,Inactive Investor,Briana Whitley,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Charleston IL 6009 Park",briana.l.nevius@wellsfargoadvisors.com,,Salesforce
332942,,Cory Nakamura,Owner,Mosaic Pacific Investment Advisors,cory@mosaicpacific.com,808-591-1200,
10765285,Inactive Investor,Kevin O'Brien,Financial Advisor,"Ameriprise Financial Services, LLC Suwanee GA 350 Town Center Ave",kevin.r.obrien@ampf.com,,Salesforce
11081239,Inactive Investor,Melinda Riso,,"MML Investors Services, LLC Lafayette LA 102 Versailles Blvd",,,Salesforce
9607228,,Evgeny Koshevoy,,,gazzill@yandex.ru,,List import
11029524,Inactive Investor,Regina Holleb,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",regina.holleb@nm.com,,Salesforce
10984476,Inactive Investor,Jessica Boghetich,Associate Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,jessica.boghetich@corient.com,,Salesforce
11020502,Inactive Investor,Paul Weeda,Retirement Plan Consultant,QP Consulting,paul@qp-consulting.com,,Salesforce
9642455,,Andrew Ackerman,,,ackeram@aol.com,,List import
11130001,Inactive Investor,Timothy Briggs,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",timothy.briggs@valic.com,,Salesforce
11060608,Inactive Investor,James Henderson,,Cetera Advisor Networks LLC Columbia MO 630 E Green Meadows Rd,,,Salesforce
10845450,Inactive Investor,Ann Nowell,Executive Vice President - Operations,"Richard P. Slaughter Associates, Inc.",,,Salesforce
225086,,Sberkassa Sberkassa,,[Unknown],finance@sberkassa.ch,,Direct
11033838,Inactive Investor,Autumn Weems,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 2 Crosfield Ave",autumn.weems@ml.com,,Salesforce
10614486,,Robert Epstein,Financial Advisor,,repstein@access-wealth.com,,List Import
10604364,,Steven Charno,Partner,Charno Associates,judge@olypen.com,3604521977,List Import
236766,, -,,[[Unknown]],kellenschauermann@gmail.com,,
10812444,Inactive Investor,Thomas Koscal,Private Client Advisor,J.P. Morgan Securities LLC Scarsdale NY 8 East Pkwy,thomas.koscal@jpmorgan.com,,Salesforce
9571696,,Adam Helm,,,helm.adam@principal.com,,List import
239996,,Beverly Mehta,,Gladstone Wealth Partners?,beverly.mehta@gladstonewealth.com,,Database Upload
11025617,Inactive Investor,Mark Holt,,"The Leaders Group, Inc.",,,Salesforce
370456,,Brian Vargo,,United States,bsvargo@outlook.com,,Salesforce
10955752,Inactive Investor,Jacob Forschein,,"Kestra Investment Services, LLC Seattle WA Private Residence",,,Salesforce
11064255,Inactive Investor,Wesley Young,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,wyoung@ft.newyorklife.com,,Salesforce
10489767,,Connor Castellano,,"Arnold Castellano and Associates, LLC Plano TX Private Residence",connor@todaycpa.com,,List Import
10818305,Inactive Investor,Eric Saddler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",eric.saddler@ml.com,,Salesforce
11042856,Inactive Investor,Sean Edwards,Senior Wealth Advisor,Ballentine Partners,sedwards@ballentinepartners.com,,Salesforce
9642442,,Rich Lawyer,,,lawsuit@gmail.com,,List import
9644199,,John Adams,,,onacoulterville@harakirimail.com,,List import
11041196,Inactive Investor,Walter Wilhelm,Financial Advisor,LPL Financial LLC Harrisburg PA 3509 N Front St,walter.wilhelmjr@lpl.com,,Salesforce
10975415,Inactive Investor,Christopher Grimes,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,cgrimes@ft.newyorklife.com,,Salesforce
10966119,Inactive Investor,Charles Toole,Chief Investment Strategist;Vice President,RWA Wealth Partners,ctoole@rwawealth.com,,Salesforce
150240,,Storm Schichtl,,[Unknown],stormschichtl@gmail.com,,Webinar
10890770,Inactive Investor,Eric Chen,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,eric.chen@fmr.com,,Salesforce
11109624,Inactive Investor,Aaron Hammond,Financial Advisor,Edward Jones Muncie IN 1800 W McGalliard Rd,aaron.hammond@edwardjones.com,,Salesforce
11015739,Inactive Investor,Cory Matsumoto,,"Ameriprise Financial Services, LLC Costa Mesa CA 611 Anton Blvd",cory.matsumoto@ampf.com,,Salesforce
321661,,Jim Murphy,Gen Mgr,APS,jmurphy@appliedps.com,,Manual List Upload
11145283,Inactive Investor,Tina Foster,Senior Client Service Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,tina.oberhausen@morganstanley.com,,Salesforce
11087942,Inactive Investor,Kayla Smith,,J.P. Morgan Securities LLC Marlton NJ 771 Rte 70 W,kayla.x.smith@chase.com,,Salesforce
9554294,,Broseker David Thomas,,,amandarogerbrain@gmail.com,,List import
11043960,Inactive Investor,Frederick Joyce,,Money Manager Inc.,,,Salesforce
9623947,,Mfundo Manci,,,mfundomanci@gmail.com,,List import
11068541,Inactive Investor,Elizabeth Chatterton,,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",elizabeth.chatterton@nm.com,,Salesforce
10894623,Inactive Investor,Sebastian Bedoya,,Fidelity Brokerage Services LLC New York NY 640 5th Ave,,,Salesforce
10915896,Inactive Investor,Trevor Shields,Financial Advisor,Edward Jones Nappanee IN 253 W Market St,trevor.shields@edwardjones.com,,Salesforce
10882672,Inactive Investor,Adam Smith,Financial Advisor,PNC Investments Canton MI 41652 Ford Rd,adam.p.smith@pnc.com,,Salesforce
9580638,,Wes Barter,,,wesbarter@hotmail.com,,List import
11053720,Inactive Investor,Josephine Patton,,State Farm VP Management Corp.,josie.patton.lh6o@statefarm.com,,Salesforce
10809285,Inactive Investor,Michael Moffitt,,"Centaurus Financial, Inc. Eugene OR 44 Irving Rd",mmoffitt@cfiemail.com,,Salesforce
10787535,Inactive Investor,Kelly Klyce,,Vanguard Marketing Corporation,kelly_klyce@vanguard.com,,Salesforce
9604737,,scotty stock,,,stockscotty@hotmail.com,,List import
10897510,Inactive Investor,Charles Wade,Financial Advisor;Senior Vice President,Brighton Securities Corp.,cwade@brightonsecurities.com,,Salesforce
11184535,Inactive Investor,Jacklyn Weekley,,"Allstate Financial Services, LLC Omaha NE 17923 Pierce Plz",,,Salesforce
10612546,,James Kelly,Financial Advisor,,james.kelly@ampf.com,,List Import
10990420,Inactive Investor,Heather Newell,Administrative Associate,LPL Financial LLC Lakeland FL 1401 S Florida Ave,heather.newell@lpl.com,,Salesforce
10904023,Inactive Investor,James Crook,Regional Vice President,PFS Investments Inc. Phoenix AZ 10000 N 31st Ave,james.crook@primerica.com,,Salesforce
10946214,Inactive Investor,Kevin Butanowicz,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,kbutanowicz@primerica.com,,Salesforce
11140456,Inactive Investor,Nicholas Mydlo,,Commonwealth Financial Network Cheshire CT 20 Realty Dr,nmydlo@commonwealth.com,,Salesforce
225876,, -,,[[Unknown]],bob@machtoolsys.com,,Initial Salesforce Import
10928227,Inactive Investor,Katie Stefanski,Client Associate,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",katie.stefanski@rbc.com,,Salesforce
9601012,,Chad Mcmillan,,,chad@bakerfinancial.net,,List import
10873183,Inactive Investor,Sergio Gamez,Regional Leader,PFS Investments Inc. San Marcos TX 174 S Guadalupe St,sergio.gamez@primerica.com,,Salesforce
9615388,,Brian Linton,,,brian.linton95@gmail.com,,List import
10945594,Inactive Investor,Michael McKenzie,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11048888,Inactive Investor,Steven Lambert,Chief Compliance Officer;Managing Director,SLR Advisors,steve@slrfinancial.com,,Salesforce
10856938,Inactive Investor,Andrew Garstang,Financial Advisor,"Ameriprise Financial Services, LLC Southington CT 100 Queen St",andrew.j.garstang@ampf.com,,Salesforce
10978746,Inactive Investor,Corey Martinez,,J.P. Morgan Securities LLC Flower Mound TX 2211 Cross Timbers Rd,corey.martinez@jpmorgan.com,,Salesforce
9452633,,Nicolas Lafay,,,nicolas.lafay01@gmail.com, +37062103714,Web form fillout
10950543,Inactive Investor,Joseph Lagner,,"Citizens Securities, Inc. Marshfield MA 1 Snow Rd",joseph.lagner@citizensbank.com,,Salesforce
11004132,Inactive Investor,Jensen Weynands,Client Associate,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",,,Salesforce
11021865,Inactive Investor,Charles Orcutt,,United Advisor Group,,,Salesforce
10849846,Inactive Investor,Timothy Menez,Chief Compliance Officer;Managing Member;Owner,"Capital Management Advisor Group, LLC",tmenez@cmadvisorgroup.com,,Salesforce
10914650,Inactive Investor,Jarmica Reese,,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,jarmica.reese@lpl.com,,Salesforce
11044312,Inactive Investor,Annick Iwanowski,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,annick.iwanowski@jpmorgan.com,,Salesforce
10904784,Inactive Investor,Jared Langford,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10822977,Inactive Investor,Nicholas Hasselkus,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,nicholas.hasselkus@morganstanley.com,,Salesforce
10893005,Inactive Investor,Eric Bush,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
337577,,Jefferson Gramm,Managing Partner,Bandera Partners,jeff@banderapartners.com,212-232-0116,Manual List Upload
10617978,,William O'Callaghan,,,william.ocallaghan@wellsfargoadvisors.com,,List Import
9602341,,Brian Yannaccone,,,brian.yannaccone@personalcapital.com,,List import
11020853,Inactive Investor,Thomas Wall,,Ally Invest Securities LLC,,,Salesforce
10606435,,Enrique Jaen,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",enrique.jaen@rbc.com,212-703-6159,List Import
10926884,Inactive Investor,Lauren Lake,,Goldman Sachs & Co.,,,Salesforce
11132595,Inactive Investor,Allen Kutchins,Managing Partner;President,"KRD Wealth Management, LLC",akutchins@krdcpas.com,,Salesforce
11014931,Inactive Investor,Doug Johnson,Chief Compliance Officer;Partner;Senior Investment Strategist,HCM Wealth Advisors,doug@hcmwealthadvisors.com,,Salesforce
11156504,Inactive Investor,Addison Baez,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",addison.baez@ml.com,,Salesforce
9611110,,symon zwif,,,zwidi.houssem9@gmail.com,,List import
10965411,Inactive Investor,Aubrey Mangrum,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 2003 Wade Hampton Blvd",,,Salesforce
339309,,Brad Williams,Principal,"Williams And Schiller Wealth Management, Llc",brad@sandpointcpa.com,208-265-5959,Manual List Upload
10942800,Inactive Investor,Gary Utterback,,"Osaic Wealth, Inc. Owings MD Private Residence",,,Salesforce
336839,,Bryan Daly,Investment Adviser Representative,"Royal Fund Management, Llc",bryan@bryandaly.com,352-750-1637,Manual List Upload
11192259,Inactive Investor,Kenton Gearhart,Chief Investment Officer;President;Regulatory Contact,Gearhart & Associates,kyle@gearhart-assoc.com,,Salesforce
11155675,Inactive Investor,Thomas Easterling,,LPL Financial LLC Alexandria LA 128 Versailles Blvd,gray.easterling@lpl.com,,Salesforce
9612930,,Steven Esposito,,,steven.esposito@morganstanley.com,,List import
9594576,,Jamie Powell,,,jpowell@capadvisor.net,,List import
11035767,Inactive Investor,Harrison Smith,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,harrison.smith@morganstanley.com,,Salesforce
1005370,Inactive Investor,Christine Sandler,HEAD OF SALES & MARKETING,Coinbase,christine.sandler@fmr.com,917-767-1935,3rd Party Lead Gen
11012726,Inactive Investor,Auston Nigg,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",,,Salesforce
226677,, -,,[[Unknown]],www.pimpdaddy35@gmail.com,,Initial Salesforce Import
1006357,Inactive Investor,angel angel,,TBD,angellugo880@gmail.com,3051426147,
11219077,,Bradley Hinton,,,bhinton@weitzfunds.com,,Other
10819807,Inactive Investor,Mark Mcmullen,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",mark.mcmullen@ml.com,,Salesforce
10797372,Inactive Investor,Jonathan Rao,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",,,Salesforce
10818012,Inactive Investor,Anthony Sapienza,Principal;Regulatory Contact,"Gryphon Advisors, LLC",ajsapienza@gryphonadvisors.net,,Salesforce
9567003,,Lee Bristow,,,lee@highandassociates.net,,List import
11213057,Inactive Investor,Tom Zientek,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,tom.zientek@fidelity.com,,Salesforce
11113214,Inactive Investor,Taimi Bek,,"Raymond James Financial Services, Inc. Orlando FL 720 Rugby St",taimi.bek@raymondjames.com,,Salesforce
10953960,Inactive Investor,Emma Deutsch,,Lazard Asset Management Securities LLC,emma.deutsch@lazard.com,,Salesforce
11060687,Inactive Investor,Guadalupe Hi-O'Connell,,LPL Financial LLC Tucson AZ 2960 N Swan Rd,lupita.hioconnell@lpl.com,,Salesforce
11114596,Inactive Investor,Savannah Eversole,,"U.S. Bancorp Investments, Inc. Littleton CO 9376 S University Blvd",,,Salesforce
11209721,Inactive Investor,Phillip Varga,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,phillip.varga@fidelity.com,,Salesforce
10928282,Inactive Investor,Derek Morel,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,derek.morel.rhcb@statefarm.com,,Salesforce
11118246,Inactive Investor,Jacqueline Moran,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",jacqueline.moran@rbc.com,,Salesforce
9590261,,Stephen Perry,,,sperry@linsalatacapital.com,,List import
10787018,Inactive Investor,Robert Cappadora,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,robert.cappadora@fidelity.com,,Salesforce
9620392,,william rassano,,,wrassano@gmail.com,,List import
9543541,,Noel Huggins,,,noelhuggins36@gmail.com,,List import
242982,,Adad Chaul,Mr.,W&N,adadchaul@gmail.com,,Manual List Upload
11213190,Inactive Investor,David Hesterman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.hesterman@fidelity.com,,Salesforce
10789010,Inactive Investor,Margaret O'Meara,Financial Advisor,LPL Financial LLC Ponte Vedra FL 1193 Salt Marsh Cir,margaret.omeara@lpl.com,,Salesforce
167156,,Devin Mcgrath,,[Unknown],devmcgrath@gmail.com,,
10878129,Inactive Investor,John Surenkamp,Chief Compliance Officer;Managing Member,Sage Advisors LLC,john@sageadvisorscolorado.com,,Salesforce
9623777,,Rangan Bandyopadhyay,,,dukemba@gmail.com,,List import
10942615,Inactive Investor,John Taylor,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10844069,Inactive Investor,Michael Goehner,Financial Advisor,Edward Jones Hugo MN 5661 147th St N,mike.goehner@edwardjones.com,,Salesforce
9586302,,Matthew Patsky,,,mpatsky@trilliuminvest.com,,List import
11196695,Inactive Investor,Kelly Behnke,,"WEA Investment Services, Inc.",kbehnke@weabenefits.com,,Salesforce
11036018,Inactive Investor,Robert Russell,Private Client Banker,J.P. Morgan Securities LLC Sioux Falls SD 1808 S Sycamore Ave,robert.e.russell@chase.com,,Salesforce
10940990,Inactive Investor,Michael Walbridge,,"Cambridge Investment Research, Inc. Virginia Beach VA 277 Bendix Rd",,,Salesforce
11000854,Inactive Investor,Gerardo Garcia,,PFS Investments Inc. Newark CA 39899 Balentine Dr,gerardo.garcia@primerica.com,,Salesforce
10863941,Inactive Investor,Dawn Parks,,"Avantax Investment Services, Inc. Plano TX 4324 Mapleshade Ln",,,Salesforce
11026703,Inactive Investor,Thomas Bixby,Financial Advisor;Vice President,LPL Financial LLC Melbourne FL 7380 Murrell Rd,thomas.bixby@lpl.com,,Salesforce
9570326,,joey jojo,,,lbj12sox@yahoo.com,,List import
10783413,Inactive Investor,Jason Anderson,Executive Director - Private Banking,J.P. Morgan Securities LLC Evanston IL 909 Davis St,jason.anderson@jpmorgan.com,,Salesforce
9575665,,Dennis Abele,,,dennisabele@cityandmerchant.com,,List import
10852032,Inactive Investor,Sandra Henry,Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Wilmington NC 107 Stokley Dr",sandra.henry@wfafinet.com,,Salesforce
11031307,Inactive Investor,Azizat Adalikwu,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,aadalikwu.kmwt9@primerica.com,,Salesforce
9566948,,wenwei wu,,,wwu@serengetigrp.com,,List import
10829050,Inactive Investor,Michael Miller,Chief Investment Officer;Managing Member,Crewcial Partners LLC New York NY 750 3rd Ave,mmiller@crewcialpartners.com,,Salesforce
11123471,Inactive Investor,Vickie Bobchak,Senior Service Associate,"Raymond James & Associates, Inc. Beaver PA 1069 3rd St",vickie.bobchak@raymondjames.com,,Salesforce
11038120,Inactive Investor,Trenton Austin,,Morgan Stanley Alpharetta GA 1 Edison Dr,trenton.austin@morganstanley.com,,Salesforce
10789634,Inactive Investor,Baban Beg,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,baban.beg@fidelity.com,,Salesforce
9590052,,Dmitry Skarabahaty,,,skarabahaty1982@gmail.com,,List import
9561076,,Michelle Goodfriend,,,goodfriendholdings@gmail.com,,List import
10646053,,Gregory Taunt,,,gtaunt@iasg.com,,List Import
11189790,Inactive Investor,Peter Luther,,"Hantz Financial Services, Inc. Canton MI 44520 Michigan Ave",peter.luther@hantzgroup.com,,Salesforce
345792,,Adam Feinstein,Managing Partner,Vesey Street Capital Partners,adam@vscpllc.com,646-847-2438,Manual List Upload
10821346,Inactive Investor,Mark Dushane,Chief Compliance Officer;President,"Dushane Management, Inc.",markd@dushanemanagement.com,,Salesforce
10856030,Inactive Investor,Yelena Volkov,,"Allstate Financial Services, LLC Sacramento CA 5500 Madison Ave",yelenavolkov@allstate.com,,Salesforce
11105866,Inactive Investor,Christopher McGehee,Account Vice President;Financial Advisor,UBS Financial Services Inc. Bakersfield CA 9201 Camino Media,christopher.mcgehee@ubs.com,,Salesforce
10856408,Inactive Investor,Dennis Lhotak,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
9625649,,Olivier Cojot,,,ocojot@gmail.com,,List import
11209681,Inactive Investor,Jill Steinberg,Managing Director;Partner,"Beacon Pointe Advisors, LLC Bala Cynwyd PA 333 E City Ave",jsteinberg@bpwealthadvisors.com,,Salesforce
9543280,,Dana Daufeldt,,,danaalli@att.net,,List import
373692,,Gary Murray,,[Unknown],1beyondbasic@gmail.com,,source
6165594,,Mark Jones,,,mark67@gmail.com,,Web Form Fillout
11007923,Inactive Investor,Michael Redlick,Chief Investment Officer;Co-President;President,"Investment Growth Management, Inc",,,Salesforce
10817808,Inactive Investor,Joshua Mazer,,Thurston Springer Financial Annapolis MD 1997 Annapolis Exchange Pkwy,,,Salesforce
11042764,Inactive Investor,Dora Oliveri,,"Farmers Financial Solutions, LLC San Antonio TX 8535 Wurzbach Rd",doliveri@farmersagent.com,,Salesforce
11123335,Inactive Investor,Lee Mann,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lee_mann@vanguard.com,,Salesforce
11102348,Inactive Investor,Paul Schappert,Advisor;Founder,Victory Financial,,,Salesforce
10896698,Inactive Investor,Gregory Flanagan,,"Raymond James Financial Services, Inc. Texarkana TX 5524 Christus Dr",gregory.flanagan@raymondjames.com,,Salesforce
9593931,,Laurence Morse,,,lcmorse@fairviewcapital.com,,List import
10996794,Inactive Investor,Chris Yeung,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. Tustin CA 13211 Jamboree Rd,,,Salesforce
10859109,Inactive Investor,Thomas Bilotti,Financial Advisor,"Osaic Wealth, Inc. Danville CA 208 Santiago Ct",,,Salesforce
10960591,Inactive Investor,Josh Terraneau,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,josh.terraneau.mj9q@statefarm.com,,Salesforce
11117014,Inactive Investor,Scott McCaffrey,Managing Director,Hilltop Securities Inc.,scott.mccaffrey@hilltopsecurities.com,,Salesforce
9561361,,ton afr,,,livareka@hotmail.de,,List import
10773671,Inactive Investor,Mark Hansotia,,PFS Investments Inc. Phoenix AZ 645 E Missouri Ave,mark.hansotia@primerica.com,,Salesforce
9592101,,Al-Taib Nadhim,,,altaib.nadhim@brookfieldproperties.com,,List import
9594159,,Scott Kehoe,,,skehoe@invernessgraham.com,,List import
11115765,Inactive Investor,Chester Phillips,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10948929,Inactive Investor,Matthew Breznau,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,matt.breznau@fmr.com,,Salesforce
11237021,Inactive Investor,Trevor Stanley,Financial Advisor,"Granite Bay Wealth Management, LLC",tstanley@granitebaywm.com,,Salesforce
235641,,James -,,James [[Unknown]],jmsmccomb@gmail.com,,Content
4540687,,Brian Thomas,,,brianlthomas11@gmail.com,,Web Form Fillout
10818656,Inactive Investor,Scott Whiteford,,"Cambridge Investment Research, Inc. South Haven MI 404 Broadway St",,,Salesforce
10898071,Inactive Investor,Mark Yu,,"Transamerica Financial Advisors, Inc Walnut CA 20709 Golden Springs Dr",mark.yu@tfaconnect.com,,Salesforce
9620172,,Samer Karadsheh,,,askarads@gmail.com,,List import
9641315,,Bridget Ebner,,,bebner@troweprice.com,,List import
11204802,Inactive Investor,Judy Rubino,Private Wealth Advisor,LPL Financial LLC Portland OR 975 SE Sandy Blvd,judy.rubino@lpl.com,,Salesforce
10955293,Inactive Investor,Ryan Cummings,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11097035,Inactive Investor,Zachary Harmon,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Austin TX Private Residence",,,Salesforce
10916580,Inactive Investor,Gail Robinson,,"Raymond James & Associates, Inc.",gail.robinson@raymondjames.com,,Salesforce
11233611,Inactive Investor,Thomas Scrivener,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
10645749,,Josue Lopez,,,josue.lopez@psc.com,,List Import
11120145,Inactive Investor,Tabithia Brown,Operations Manager,"Ameriprise Financial Services, LLC Chattanooga TN 1210 Premier Dr",tabithia.brown@ampf.com,,Salesforce
11147708,Inactive Investor,Roberto Barone,,Cetera Advisor Networks LLC San Carlos CA Private Residence,baroner@ceteranetworks.com,,Salesforce
10895383,Inactive Investor,Emily Pace,Client Associate,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,emily.pace@jpmorgan.com,,Salesforce
11122577,Inactive Investor,Mark Walter,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",mark.walter@truist.com,,Salesforce
10946984,Inactive Investor,Diana Peters,,Edward Jones San Juan Capistrano CA 27282 Calle Arroyo,diana.peters@edwardjones.com,,Salesforce
10819757,Inactive Investor,Ashley Kaplan,Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,ashley.kaplan@morganstanley.com,,Salesforce
10799887,Inactive Investor,John Mackarey,,NYLIFE Securities LLC Moosic PA 50 Glenmaura National Blvd,jmackarey@ft.newyorklife.com,,Salesforce
212118,,Donald Schreiber,"Chief Executive Officer, Treasurer","Hartshorne Group, Inc.",dschreiber@hartshornegroup.com,732-945-1527,Manual List Upload
349536,,Patrick Berger,Financial Services Representative,"Principal Securities, Inc.",berger.patrick@principal.com,605-780-1856,
9646037,,Edwin Lee,,,elee2323@hotmail.com,,List import
11087144,Inactive Investor,Akemi Chen,,LPL Financial LLC Plattsburgh NY 152 Tom Miller Rd,akemi.chen@lpl.com,,Salesforce
11141025,Inactive Investor,John Kaleh,Financial Advisor,Edward Jones Houston TX 602 Sawyer St,john.kaleh@edwardjones.com,,Salesforce
11016084,Inactive Investor,William Fox,Financial Representative,"OneAmerica Securities, Inc. Carmel IN 645 W Carmel Dr",,,Salesforce
10912329,Inactive Investor,Amber Ramirez,,"Farmers Financial Solutions, LLC Ramona CA 603 Main St",aramirez@farmersagent.com,,Salesforce
11174992,Inactive Investor,Marc Lopresti,,"Cambridge Investment Research, Inc. Greensboro NC 8210 W Market St",,,Salesforce
10796493,Inactive Investor,Amy Dunn,Investment Associate,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",amy.dunn@rbc.com,,Salesforce
10759225,Inactive Investor,Robert Bengtson,,Goldman Sachs & Co.,,,Salesforce
40072,,Kyle Mumpton,Wealth Advisor,Thrivent Investment Management Inc.,kyle.mumpton@thrivent.com,315-451-0252,
9610867,,MARK SCHIMEL,,,markschimel@hotmail.com,,List import
9598667,,Paramita Roy,,,proy@epwealth.com,,List import
10944086,Inactive Investor,Mark Chen,,"Transamerica Financial Advisors, Inc Waltham MA 75 3rd Ave",mark.chen@transamerica.com,,Salesforce
10806391,Inactive Investor,Tom O'Bryon,,"Steward Partners Investment Solutions, LLC Bethesda MD 7550 Wisconsin Ave",tom.obryon@stewardpartners.com,,Salesforce
10828671,Inactive Investor,Matthew Ritter,Financial Advisor,Edward Jones Fort Walton Beach FL 238 Miracle Strip Pkwy SW,matt.ritter@edwardjones.com,,Salesforce
9592864,,Matthew Whitehead,,,mw@sylebra.com,,List import
11029131,Inactive Investor,Jenny Lancaster,Registered Administrative Associate,LPL Financial LLC Taos NM 515 Gusdorf Rd,jenny.lancaster@lpl.com,,Salesforce
10902928,Inactive Investor,Pierce Anderson,Financial Services Representative;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",pierce.anderson@ml.com,,Salesforce
11039209,Inactive Investor,Allison Ruff,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",allison.ruff@nm.com,,Salesforce
10895991,Inactive Investor,Jacob Corbello,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,jacob.corbello@jpmorgan.com,,Salesforce
352266,,Jay Howard,Financial Advisor,"Sequent Planning, Llc",jayhoward@mhdfinancial.com,402-953-3544,Manual List Upload
11123618,Inactive Investor,Lawrence Focht,,Vanguard Marketing Corporation,lawrence_focht@vanguard.com,,Salesforce
10995747,Inactive Investor,Marilyn Leguizamo,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10790602,Inactive Investor,John Scala,Financial Advisor,Gladstone Wealth Partners Melville NY 105 Maxess Rd,john.scala@gladstonewealth.com,,Salesforce
353042,,Lowell Feuer,Principal,Omnibus Capital LTD,lowell.feuer@gmail.com,,Event
9593164,,Thomas Gonsalves,,,tgonsalves@smithmoore.com,,List import
11234304,Inactive Investor,Adriano Medina,,Standard Chartered Securities North America LLC,adriano.medina@sc.com,,Salesforce
11106194,Inactive Investor,Elizabeth Martinico,,"Ameriprise Financial Services, LLC East Setauket NY 100 S Jersey Ave",elizabeth.martinico@ampf.com,,Salesforce
11163955,Inactive Investor,John Stephens,,"Centaurus Financial, Inc. Saratoga CA 19040 Cox Ave",mstephens@cfiemail.com,,Salesforce
10924976,Inactive Investor,Brian Mason,Assistant Director,"Northwestern Mutual Investment Services, LLC",brianmason@northwesternmutual.com,,Salesforce
11098134,Inactive Investor,Anthony Robertson,,"TradeStation Securities, Inc.",arobertson@tradestation.com,,Salesforce
11042903,Inactive Investor,Brian Shedleski,Financial Advisor,LPL Financial LLC Kulpmont PA 763 Chestnut St,brian.shedleski@lpl.com,,Salesforce
10787073,Inactive Investor,David Yaccino,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Palm Beach Gardens FL 3835 Pga Blvd",david.yaccino@stifel.com,,Salesforce
9623752,,Ian Read,,,ian@linkpool.io,,List import
11049669,Inactive Investor,Levi Woodroof,Financial Advisor,"Wells Fargo Clearing Services, LLC Franklin TN 210 S Royal Oaks Blvd",levi.woodroof@wellsfargo.com,,Salesforce
10978231,Inactive Investor,Bailey Zdroik,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
10961744,Inactive Investor,Brenda Stanford,,PFS Investments Inc. Stonewall LA 671 Hwy 171,bstanford.45chm@primerica.com,,Salesforce
11147794,Inactive Investor,Eric Alas,,"Wells Fargo Clearing Services, LLC Las Vegas NV 4578 Boulder Hwy",,,Salesforce
10823201,Inactive Investor,Christopher Fisher,Chief Compliance Officer;Co-Founder;Owner,"ISTO Advisors, LLC",cfisher@istoadvisors.com,,Salesforce
11109015,Inactive Investor,James Magee,,PEP Advisory LLC Houston TX 9545 Katy Fwy,,,Salesforce
10820706,Inactive Investor,Arjun Perumal Pillai,,Evercore Group L.L.C.,,,Salesforce
11190460,Inactive Investor,Deborah Flores,Financial Advisor,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",deborah.flores@wellsfargo.com,,Salesforce
10914419,Inactive Investor,Lance Clemens,Financial Advisor,Edward Jones Geneva IL 2172 Blackberry Dr,lance.clemens@edwardjones.com,,Salesforce
234917,, -,,[[Unknown]],timkajam@gmail.com,,
10925322,Inactive Investor,Joshua Pick,Chief Compliance Officer;Founder;Managing Principal;President,"Aptus Wealth Management, LLC",josh@aptus-marketing.com,,Salesforce
222941,,Charles Bellanca,,[Unknown],cxbell11@protonmail.com,,
11160541,Inactive Investor,Leif Quinlan,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",leif.quinlan@wellsfargoadvisors.com,,Salesforce
11066715,Inactive Investor,Grace O'Donnell,,Fidelity Brokerage Services LLC,,,Salesforce
10903472,Inactive Investor,Katherine Lafferty,Financial Advisor,Edward Jones Ionia MI 1274 N State Rd,katherine.lafferty@edwardjones.com,,Salesforce
10756453,Inactive Investor,Shane Azzara,,Citigroup Global Markets Inc.,shane.azzara@citi.com,,Salesforce
11156407,Inactive Investor,Samuel Zomin,,J.P. Morgan Securities LLC New York NY 1860 Broadway,samuel.zomin@jpmorgan.com,,Salesforce
10953644,Inactive Investor,Thomas Sanborn,,The Huntington Investment Company Columbus OH 2110 Tremont Ctr,thomas.sanborn@huntington.com,,Salesforce
11229249,Inactive Investor,Elizabeth Roman,,"Fifth Third Securities, Inc. Tampa FL 4319 W Gandy Blvd",,,Salesforce
11002446,Inactive Investor,Marc Clauser,Financial Representative,"Principal Securities, Inc. Kalamazoo MI 2425 S 11th St",clauser.matt@principal.com,,Salesforce
10857141,Inactive Investor,John Cuddihy,Financial Advisor,LPL Financial LLC Fredonia NY 40 Norton Pl,jack.cuddihy@lpl.com,,Salesforce
10893614,Inactive Investor,Nancy Linneman,Investment Executive,Colliers Securities LLC Watertown SD 119 5th St NE,nancy.linneman@colliers.com,,Salesforce
10787699,Inactive Investor,Bryan Benner,,Commonwealth Financial Network Berwyn PA 1001 Old Cassatt Rd,bbenner@commonwealth.com,,Salesforce
10805394,Inactive Investor,Bryan Jansen,Financial Consultant,Thrivent Investment Management Inc. Germantown WI N96W17695 Riversbend Cir W,bryan.jansen@thrivent.com,,Salesforce
10874028,Inactive Investor,Craig Bowden,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Charleston WV 500 Lee St E",craig.bowden@rbc.com,,Salesforce
11020060,Inactive Investor,Ashley Deleon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
349527,,Benjamin Atwater,Managing Member,Atwater Malick,ben@atwatermalick.com,717-201-9504,Manual List Upload
9559554,,Shawn Jackson,,,slbjackson5386@gmail.com,,List import
10864172,Inactive Investor,Roberto Rodriguez,Private Client Banker,J.P. Morgan Securities LLC Houston TX 10411 Westheimer Rd,roberto.rodriguez@jpmorgan.com,,Salesforce
11061031,Inactive Investor,Anita Lavin,Chief Compliance Officer;Chief Operating Officer,"Redmond Asset Management, LLC Henrico VA 8001 Franklin Farms Dr",nita@redmondassetmanagement.com,,Salesforce
339494,,Kem Danner,"Senior Vice President, Head, Human Resources","Ssga Funds Management, Inc.",kem_danner@ssga.com,617-786-3000,Manual List Upload
58496,,Daniel Silver,"Member, manager, Chief Compliance Officer","Highpeak Energy Management, Llc",dsilver@highpeakenergy.com,817-850-9200,Manual List Upload
9541046,,Craig Robinson,,,craig@cartegistllc.com,,List import
11211599,Inactive Investor,Timothy Sennett,,Lincoln Investment Syracuse NY 3532 James St,tsennett@lincolninvestment.com,,Salesforce
11206419,Inactive Investor,Kristian Gray,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,,,Salesforce
10873608,Inactive Investor,Rebecca King,,"Ameriprise Financial Services, LLC Rockledge FL 7125 Turner Rd",rebecca.king@ampf.com,,Salesforce
11179738,Inactive Investor,Peter Imperiale,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",peter.imperiale@nm.com,,Salesforce
370967,,James Mojica,,United States,dejdej12222@gmail.com,,Salesforce
10801518,Inactive Investor,Richard Keelty,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 4521 Sharon Rd",richard.keelty@ampf.com,,Salesforce
9641106,,Philip Stewart,,,philstewart67@gmail.com,,List import
10773789,Inactive Investor,Michael Karels,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",michael.l.karels@rbc.com,,Salesforce
10842499,Inactive Investor,Armand Fidler,Financial Consultant,"Osaic Wealth, Inc. Torrance CA 21250 Hawthorne Blvd",,,Salesforce
11049671,Inactive Investor,Sam Garrard,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Franklin TN 2030 Mallory Ln",sam.garrard@wellsfargo.com,,Salesforce
11201055,Inactive Investor,John Tyczynski,Financial Advisor;President,"Ameriprise Financial Services, LLC Buffalo NY 4476 Main St",john.tyczynski@ampf.com,,Salesforce
10824047,Inactive Investor,Joann Polis,Senior Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",joann_polis@ml.com,,Salesforce
11188860,Inactive Investor,Kevin Shealy,,"Allstate Financial Services, LLC Charleston SC 781 Saint Andrews Blvd",kshealy@allstate.com,,Salesforce
11233872,Inactive Investor,Filip Wieland,Financial Professional,PlanMember Securities Corporation Key Largo FL Private Residence,,,Salesforce
10849202,Inactive Investor,Courtland Alex,Financial Advisor,Cooper McManus,,,Salesforce
11166358,Inactive Investor,Cameron Wooden,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10903138,Inactive Investor,Jason Weisz,,"Hornor, Townsend & Kent, LLC Philadelphia PA 2040 S 13th St",jweisz@htk.com,,Salesforce
9611181,,Ross Brinkema,,,ross8042@icloud.com,,List import
10757836,Inactive Investor,Susan Kelly,Financial Advisor,Morgan Stanley Sarasota FL 2 N Tamiami Trl,susan.kelly@morganstanley.com,,Salesforce
10825831,Inactive Investor,Tyler DeYoung,Financial Advisor,"RBC Capital Markets, LLC Colorado Springs CO 102 S Tejon St",tyler.deyoung@rbc.com,,Salesforce
10886471,Inactive Investor,Mark Cramer,,"MML Investors Services, LLC Larue OH Private Residence",mcramer@financialguide.com,,Salesforce
11146912,Inactive Investor,Jeffrey Gannon,,State Farm VP Management Corp. Mount Juliet TN 820 N Mount Juliet Rd,jeff.gannon.pwmx@statefarm.com,,Salesforce
11286990,,Craig Creech,,,creech816@gmail.com,,Web Form Fillout
10874235,Inactive Investor,Josh Cocherell,,LPL Financial LLC Keosauqua IA Private Residence,josh.cocherell@lpl.com,,Salesforce
11116302,Inactive Investor,James Politis,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",james.politis@nm.com,,Salesforce
10606494,,Mark Zeller,"Managing Director - Wealth Management, Portfolio Manager, Private Wealth Advisor, Wealth Advisor",UBS Financial Services Inc.,mark.zeller@ubs.com,212-713-9868,List Import
9550221,,Anthony Sugel,,,sugelanthony722@gmail.com,,List import
11016236,Inactive Investor,Walter Musumeci,Senior Vice President,"Centennial Securities Company, Inc. Chicago IL 135 S La Salle St",walter@centennialsec.com,,Salesforce
10894755,Inactive Investor,Zachary Mckean,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10768549,Inactive Investor,Thomas McDonald,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,tmcdonald@janney.com,,Salesforce
10894646,Inactive Investor,Laurent Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11004936,Inactive Investor,Guy Ahlo,,State Farm VP Management Corp. Wahiawa HI 834 Kilani Ave,,,Salesforce
10841190,Inactive Investor,Kristopher Locke,,"Cambridge Investment Research, Inc. Fort Mill SC 2752 Pleasant Rd",,,Salesforce
345142,,Melissa Reider,Financial Advisor,"Financial Management Strategies, Inc.",mreider@yourfinancialadvisor.com,216-642-1099,Manual List Upload
10979461,Inactive Investor,Clifford Hitt,,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",clifford.hitt@tiaa.org,,Salesforce
9624596,,Christian Neubauer,,,c.neubauer@digital-wings.com,,List import
10766093,Inactive Investor,Robert Harrell,Chairman;Chief Executive Officer,"Robert Harrell, Incorporated",rharrell@harrell.com,,Salesforce
11238864,Inactive Investor,John Carter,,Hollyport Capital Llp,jcarter@hollyportcapital.com,,Salesforce
11096908,Inactive Investor,Atealem Ford,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",atealem.ford@ml.com,,Salesforce
11039537,Inactive Investor,Shelley Sedor,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",shelley.sedor@wellsfargoadvisors.com,,Salesforce
10985794,Inactive Investor,Ryan Brim,Investment Consultant,"Charles Schwab & Co., Inc. Philadelphia PA 1650 Market St",,,Salesforce
10830135,Inactive Investor,Anthony Vargo,Private Banker;Vice President,J.P. Morgan Securities LLC Pittsburgh PA 301 Grant St,anthony.vargo@jpmorgan.com,,Salesforce
10936369,Inactive Investor,James Davidson,Financial Consultant;Senior Vice President,"Synovus Securities, Inc. Lagrange GA 200 N Greenwood St",russdavidson@synovus.com,,Salesforce
11153585,Inactive Investor,Alejandro Sanchez-Ordonez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 449 Myrtle Ave",,,Salesforce
10815231,Inactive Investor,Kiley Kendall,Financial Advisor,Edward Jones Dover OH 420 S James St,kiley.kendall@edwardjones.com,,Salesforce
9553654,,Gaith Malkawi,,,gaith.malkawi@parthenon.ey.com,,List import
11016502,Inactive Investor,Harold Wehmeyer,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11091070,Inactive Investor,Charles Downey,,"Centaurus Financial, Inc. Marlborough MA 190 E Main St",cdowney@cfiemail.com,,Salesforce
10883549,Inactive Investor,Kevin Czarnecki,Investment Advisor Representative,"Berthel, Fisher & Company Financial Services, Inc. Eugene OR Private Residence",kevin.czarnecki@berthelrep.com,,Salesforce
11009448,Inactive Investor,Heather Cox,,"Nations Financial Group, Inc. Independence IA 230 1st St E",hcox@nationsfg.com,,Salesforce
11229317,Inactive Investor,Dawn Kucala,,"Stifel, Nicolaus & Company, Incorporated Orland Park IL 10310 Orland Pkwy",,,Salesforce
232540,, -,,[[Unknown]],carine@passageways.film,,Organic Search
10878260,Inactive Investor,Drew Pelton,,"Sound Income Strategies, LLC Baton Rouge LA 4317 Bluebonnet Blvd",,,Salesforce
11040599,Inactive Investor,Jennifer Reisenbichler,Financial Advisor;Financial Advisor Associate;Senior Client Specialist,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,jreisenbichler@rwbaird.com,,Salesforce
10988134,Inactive Investor,Kent Rentschler,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kent_rentschler@vanguard.com,,Salesforce
10798484,Inactive Investor,Matthew Rivera,Co-Chief Investment Officer;Financial Advisor;Partner,Abacus Wealth Partners San Carlos CA 973 Laurel St,,,Salesforce
333790,,Lorena Epstein,Director Of First Impressions,The Retirement Solution Inc.,lorena@trsfamily.com,425-558-3700,Manual List Upload
10826190,Inactive Investor,Steven Quirarte,,Cetera Advisor Networks LLC Kansas City MO 520 W Pennway St,quirartes@ceteranetworks.com,,Salesforce
11087915,Inactive Investor,David Allen,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",david.allen@nm.com,,Salesforce
10961426,Inactive Investor,Toni Rhone-Brown,,"Wells Fargo Clearing Services, LLC Florence SC 104 David H McLeod Blvd",,,Salesforce
233980,,nanak -,,self,nanakmadan@yahoo.com,,
10943872,Inactive Investor,David Berka,,"Osaic Wealth, Inc. Brookfield WI 16655 W Bluemound Rd",,,Salesforce
10606195,,Denis O'Kane,Portfolio Manager,Gilder Gagnon Howe & Co. LLC,denis@gghc.com,212-424-0324,List import
11089051,Inactive Investor,Martin Bicker,Chief Compliance Officer;Financial Consultant;Managing Member,Waverley Wealth Management LLC,martin@waverleywealth.com,,Salesforce
9587133,,Brent Katterheinrich,,,brent.katterheinrich@wealthspire.com,,List import
213701,,D Williams,,[Unknown],deven2k1912@yahoo.com,,Organic Search
10911179,Inactive Investor,Jeffrey McKinney,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
9602839,,Witaj nieznajomy,,,k-u-b-a11@o2.pl,,List import
11255023,Inactive Investor,Luke Schillo,Director,"ORBA Wealth Advisors, LLC",lschillo@orbawealthadvisors.com,,Salesforce
11111831,Inactive Investor,Aubrey Liddell,Senior Wealth Strategy Associate,UBS Financial Services Inc. Las Vegas NV Private Residence,aubrey.potter@ubs.com,,Salesforce
10924807,Inactive Investor,Joe Flores,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Plano TX 5409 Grasmere Dr",joe.flores@equitable.com,,Salesforce
11011667,Inactive Investor,Jason Dettmer,,PFS Investments Inc. Anchorage AK 3300 Arctic Blvd,jdettmer@primerica.com,,Salesforce
11162492,Inactive Investor,James Moffatt,Financial Advisor,Edward Jones Paso Robles CA 2120 Golden Hill Rd,jim.moffatt@edwardjones.com,,Salesforce
234135,, -,,[[Unknown]],wilkowski@mac.com,,
11130903,Inactive Investor,Jeffrey Rupp,Chief Compliance Officer;Managing Director;President,"View Capital RIA, LP",jrupp@view-cap.com,,Salesforce
227954,, -,,[[Unknown]],jackson.shellie89@gmail.com,,Other
10907570,Inactive Investor,Dean Fox,,Cetera Advisor Networks LLC Collegeville PA 740 W Main St,,,Salesforce
10775713,Inactive Investor,Nancy Ward,Financial Advisor,LPL Financial LLC Lancaster PA 2137 Embassy Dr,nancy.ward@lpl.com,,Salesforce
10947533,Inactive Investor,Steven Crabbe,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,sicrabbe@ft.newyorklife.com,,Salesforce
9563887,,Kenneth Talentino,,,kentalentino@voyafa.com,,List import
11073423,Inactive Investor,Terrence Mullan,Chief Administrative Officer;Head - Private Wealth Management,Morgan Stanley New York NY 1585 Broadway,terrence.mullan@morganstanley.com,,Salesforce
11152804,Inactive Investor,Nancy Tong,,"Farmers Financial Solutions, LLC Hesperia CA 15800 Main St",,,Salesforce
11136382,Inactive Investor,Alpa Naik,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11005355,Inactive Investor,Anna Kovacs,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",didi.kovacs@nm.com,,Salesforce
190308,,Elizabeth Ritter,,[[Unknown]],elzritter@gmail.com,,Initial Salesforce Import
9634806,,Ansbert Gadicke,,,agadicke@mpmcapital.com,,List import
10773269,Inactive Investor,Sherri Eadie,Supervisory Control Associate,"Wells Fargo Clearing Services, LLC Warren PA 200 Liberty St",,,Salesforce
9640425,,Nancy Perry,,,nancy.perry@cna.com,,List import
11100891,Inactive Investor,Henry Keating,Alternative Investment Director;Executive Director - Wealth Management;Financial Advisor,Morgan Stanley,henry.keating@morganstanley.com,,Salesforce
9623672,,Jordan Palmer,,,jagfrat@gmail.com,,List import
10753807,Inactive Investor,Steven Nelson,Senior Wealth Strategy Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,steven.nelson@ubs.com,,Salesforce
10927360,Inactive Investor,Richard Dow,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10942899,Inactive Investor,Martin Venit,,"TastyTrade, Inc.",,,Salesforce
11034655,Inactive Investor,Kevin Norman,,"Raymond James Financial Services, Inc. Chillicothe OH 8 Medical Dr",kevin.norman@raymondjames.com,,Salesforce
11122168,Inactive Investor,Gary McLamb,Financial Advisor,Edward Jones Wilmington NC 6400 Carolina Beach Rd,mark.mclamb@edwardjones.com,,Salesforce
3838183,,Ebiware John,,None,johnebi201@gmail.com,(817) 980-0586,Web Form Fillout
10949206,Inactive Investor,Jeff Blick,Senior Wealth Advisor,"Fusion Family Wealth, LLC",j.blick@fusionfamilywealth.com,,Salesforce
11059085,Inactive Investor,Richard Cavalla,,LPL Financial LLC Fresno CA 111 E Shaw Ave,richard.cavalla@lpl.com,,Salesforce
10891600,Inactive Investor,Stephen Taylor,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",stephen.k.taylor@wellsfargo.com,,Salesforce
9548729,,Kaitlin Hewell,,,kate.hewell@financialfocusllc.com,,List import
10931252,Inactive Investor,Chrystian Quinones,Financial Advisor,Edward Jones Houston TX 1225 North Loop W,,,Salesforce
10952281,Inactive Investor,William Byron,,Vanguard Marketing Corporation,william_byron@vanguard.com,,Salesforce
10942985,Inactive Investor,Marcus Shiotani,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11078859,Inactive Investor,Taylor Mosera,,"Wells Fargo Advisors Financial Network, LLC Wyckoff NJ 255 Madison Ave",taylor.mosera@wfafinet.com,,Salesforce
9602384,,Sahil Jain,,,sjain@halberthargrove.com,,List import
334091,,Gary Droz,"Managing Director, Senior Vice President And Assistant Secretary","Mainline Private Wealth, Llc",gdroz@mainlineco.com,610-896-2050,Manual List Upload
10997492,Inactive Investor,Evan Benjamin,,"Empower Financial Services, Inc Westfield MA Private Residence",evan.benjamin@empower.com,,Salesforce
10852582,Inactive Investor,Patrick Barr,Financial Advisor;First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",patrick.barr@wellsfargoadvisors.com,,Salesforce
10852607,Inactive Investor,Andrew Kitchings,Portfolio Manager,Commonwealth Financial Network,akitchings@commonwealth.com,,Salesforce
11091659,Inactive Investor,Connor Berkery,Investment Consultant,"Voya Financial Advisors, Inc. Seattle WA Private Residence",,,Salesforce
9641661,,Ellen Schade,,,ellen@zejot.com,,List import
9614607,,Shane Brashears,,,landsbrash25@gmail.com,,List import
10809445,Inactive Investor,Brian Ragen,,"Concorde Investment Services, LLC",bragen@concordeis.com,,Salesforce
10965798,Inactive Investor,Erik Whelan,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,erik.whelan@fmr.com,,Salesforce
9560872,,Alicia Kong,,,alicia.kong@voyafa.com,,List import
11024904,Inactive Investor,Joseph Filko,Financial Representative,"Northwestern Mutual Investment Services, LLC Williamsburg VA 5360 Discovery Park Blvd",joseph.filko@nm.com,,Salesforce
9567534,,Maximilian Lutz,,,mlutz@paraport.com,,List import
11182611,Inactive Investor,Dawn Pancella,,"U.S. Sterling Securities, Inc.",,,Salesforce
10995476,Inactive Investor,Marcos Esparza,,PFS Investments Inc. Colton CA 1400 E Cooley Dr,marcos.esparza@primerica.com,,Salesforce
11063512,Inactive Investor,Andrew Bennett,Senior Wealth Strategist,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,drew.bennett@ubs.com,,Salesforce
10821746,Inactive Investor,Esteban Heredia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 27489 Ynez Rd",esteban.heredia@ml.com,,Salesforce
10932777,Inactive Investor,Adam Shelton,,"CFD Investments, Inc. East Islip NY 369 E Main St",adam.shelton@cfdinvestments.com,,Salesforce
11125518,Inactive Investor,Cy Spencer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
11027947,Inactive Investor,Monique Minor,,J.P. Morgan Securities LLC Alexandria VA 628 King St,monique.minor@jpmorgan.com,,Salesforce
11208171,Inactive Investor,Paula Schad,Chief Compliance Officer;Managing Member;President,Ramsey Hill Asset Management LLC,pschad@ramseyhillasset.com,,Salesforce
11173198,Inactive Investor,Suzanne Redhead,Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",suzanne.redhead@ampf.com,,Salesforce
10975939,Inactive Investor,Corey Nieves,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",corey.nieves@schwab.com,,Salesforce
10850036,Inactive Investor,Steve Farone,Financial Advisor,Nicolet Wealth Management,sfarone@nicoletwealth.com,,Salesforce
9638550,,Terrence Lee,,,tlee@alpshk.com,,List import
11155650,Inactive Investor,Jeffrey Limeta,,J.P. Morgan Securities LLC San Rafael CA 1299 4th St,jeffrey.limeta@jpmorgan.com,,Salesforce
11209768,Inactive Investor,Jacqueline Waite,,LPL Financial LLC Braintree MA 50 Braintree Hill Park,jacqueline.waite@lpl.com,,Salesforce
248242,,John LaViola,N/A,N/A,john.laviola@gmail.com,,Manual List Upload
8725210,,Ruby Steppe*,,,ruby@s5marketinggroup.com,,Web Form Fillout
9573444,,Darsi Casey,,,dcasey@massmutual.com,,List import
11167485,Inactive Investor,Ellen Martz,Associate Vice President,"Raymond James & Associates, Inc. Saginaw MI 4215 Fashion Square Blvd",ellen.martz@raymondjames.com,,Salesforce
10761283,Inactive Investor,Jonathan Davidov,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,j.n.davidov@morganstanley.com,,Salesforce
11123594,Inactive Investor,Betty Stewart,,"Ameriprise Financial Services, LLC Gladstone MO Private Residence",betty.stewart@ampf.com,,Salesforce
11004589,Inactive Investor,Steven Lee,,The Huntington Investment Company Akron OH 3 Cascade Plz,steven.lee@huntington.com,,Salesforce
197492,,Douglas Powell,,United States,doug@hawaiiestates.com,,source
10489053,,Mary Davis,,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",mary.davis@raymondjames.com,,List Import
337003,,Daniel Woelfel,COO,Laurion Capital Management Lp,dwoelfel@laurioncap.com,212-938-6300,Manual List Upload
9593807,,Ahmed Farruk,,,afarruk@dimeoschneider.com,,List import
11132148,Inactive Investor,Brian Truxaw,Chief Operations Officer,Elevation Advisory Partners LLC,,,Salesforce
9544226,,Kade Schmidt,,,kadeschmidt123@gmail.com,,List import
10835483,Inactive Investor,Steven Chick,Financial Advisor,"MML Investors Services, LLC Williamstown MA 311 Main St",schick@financialguide.com,,Salesforce
10822769,Inactive Investor,Manning Crapps,Financial Consultant,"Independent Advisor Alliance, LLC Columbia SC 1213 Lady St",manning@independentadvisoralliance.com,,Salesforce
11038919,Inactive Investor,Martin Lewis,,M. S. Howells & Co. Helena MT 825 Great Northern Blvd,,,Salesforce
10933658,Inactive Investor,Ana Moore,Financial Representative,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,ana.moore@primerica.com,,Salesforce
10777741,Inactive Investor,Ashley Rush,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11112475,Inactive Investor,John McAndrew,Financial Advisor,Edward Jones Holyoke MA 1593 Northampton St,john.mcandrew@edwardjones.com,,Salesforce
237093,, -,,[[Unknown]],jirentrading@gmail.com,,
11005684,Inactive Investor,Jacob Hillermann,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10885126,Inactive Investor,Virginia Stukkie,Financial Consultant,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
345176,,Lourdes Dejesus,Member,"Bright Futures Wealth Management, Llc",lourdes.dejesus@ceteraadvisors.com,585-231-1595,Manual List Upload
10798594,Inactive Investor,Monte Ferguson,,"Cambridge Investment Research, Inc. Fort Worth TX 6300 Ridglea Pl",,,Salesforce
11098728,Inactive Investor,Tyler Desmond,Wealth Management Associate,Morgan Stanley Boston MA 28 State St,tyler.desmond@morganstanley.com,,Salesforce
9647079,,Stephen Kim,,,stephenkim@salesforce.com,,List import
9611857,,toti bjj,,,gulivore@gmail.com,,List import
10656353,,Fern Shackelford,,,fern.shackelford@voya.com,,List Import
11191153,Inactive Investor,Christopher Voccola,,Madison Global Partners LLC,cvoccola@madisonglobalpartners.com,,Salesforce
9560028,,John Huser,,,daze1890@yahoo.com,,List import
9627825,,Himang Patel,,,hapatel94@gmail.com,,List import
11023400,Inactive Investor,Jayson Bell-Smythe Romero,,PFS Investments Inc. Miami FL 7955 NW 12th St,jbell-smythe-romero@primerica.com,,Salesforce
11112107,Inactive Investor,Lily Wang,,J.P. Morgan Securities LLC San Marino CA 2270 Huntington Dr,lily.w.wang@chase.com,,Salesforce
11206278,Inactive Investor,Omar Gomez,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,omar.gomez@primerica.com,,Salesforce
10976332,Inactive Investor,Stephen Koper,,State Farm VP Management Corp. Richardson TX 1415 State St,stephen.koper.p4xi@statefarm.com,,Salesforce
10656815,,Kevin Londos,,,kevin.londos@nm.com,,List Import
10876236,Inactive Investor,Erin O'Brien,Client Service Associate,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",erin.obrien@ampf.com,,Salesforce
11222271,,Theresa Rutledge,,,trutledge@firstrepublic.com,,List Import
10943521,Inactive Investor,David Webb,Client Service Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,david-za.webb@ubs.com,,Salesforce
9555686,,Kellie Aiello,,,kaiello@taylorinvestments.com,,List import
9595059,,Titikorn Chokchai,,,nottitikorn2015@gmail.com,,List import
11077856,Inactive Investor,Ioannis Theocharis,,Citigroup Global Markets Inc.,,,Salesforce
336258,,Michael Tokarz,Manager,The Tokarz Group Advisers Llc,mtokarz@ttga.com,914-701-0310,Manual List Upload
9556469,,Robison Silva,,,robison05@hotmail.com,,List import
11172974,Inactive Investor,Chad Meyer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,chad.meyer@fidelity.com,,Salesforce
11197300,Inactive Investor,Juan Ortiz,,PNC Investments Houston TX 4955 Beechnut St,,,Salesforce
10890598,Inactive Investor,Mike Lombardi,Financial Advisor,Edward Jones Bellmore NY 233 Bedford Ave,mike.lombardi@edwardjones.com,,Salesforce
10658997,,Cecilia Williams,,,cecelia.williams@primerica.com,,List Import
9561317,,Jonathan Dinkins,,,jdinkins@glassjacobsonia.com,,List import
142284,,Joseph Scarborough,"Chief Compliance Officer, Chief Executive Officer, Director, President",Retirement Management Systems,mikescarborough@manage401k.com,888-870-7674,
10395413,,Miguel De la Rubia de Gracia,,,migueldelarubia@yahoo.com,,Web Form Fillout
11025651,Inactive Investor,Donna Ray,,"CFD Investments, Inc. Martinsville IN 1589 Burton Ln",donna.ray@cfdinvestments.com,,Salesforce
10919718,Inactive Investor,Michelle Rosato,,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",michelle.rosato@nm.com,,Salesforce
9609187,,Charles Johnson,,,dean@trustfirstfinancial.com,,List import
81805,,Ivan Shevchuk,Associate Vice President,Fisher Investments,i.shevchuk@fi.com,,
10803512,Inactive Investor,Robert Pinto,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",,,Salesforce
10911910,Inactive Investor,Shaun Roach,Financial Advisor,Edward Jones Latham NY 356 Troy Schenectady Rd,shaun.roach@edwardjones.com,,Salesforce
11224698,,Herbert Jennings,,,samjennings@hotmail.com,,Web Form Fillout
11216807,,Darrick Munsch,,,darrick.munsch@edwardjones.com,,List Import
9596689,,MARK gutierrez,,,markanthonyg9@yahoo.com,,List import
10830090,Inactive Investor,Joseph Stuart,Financial Professional,"Equitable Advisors, LLC Brookfield CT 304 Federal Rd",joseph.stuart@equitable.com,,Salesforce
9589894,,Lisette Farah,,,lfarah@itemgmt.com,,List import
11175374,Inactive Investor,Joshua Roberts,Financial Advisor,Edward Jones Brattleboro VT 263 Canal St,joshua.roberts@edwardjones.com,,Salesforce
11095412,Inactive Investor,Justin Davis,,"Frost Brokerage Services, Inc. Fort Worth TX 640 Taylor St",justin.davis@frostbank.com,,Salesforce
368249,,Blaine Larsen,Financial Advisor,B. Neil Larsen & Associates,bneil@bneillarsen.com,2064410787,Webinar
10443406,,James Fuller,,,jhjfj2002@yahoo.com,,Web Form Fillout
11081278,Inactive Investor,Pha Ngo,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
202567,,D C,,[Unknown],scopebydc@gmail.com,,
10919891,Inactive Investor,Lauri Salverda,Chief Compliance Officer;Founding Principal;President,"Castle Rock Financial Planning, Inc.",lauri@castlerockfp.com,,Salesforce
11200103,Inactive Investor,Jeffrey Coyner,Bond Trader;Member,"VIA IV Investments, LLC",jcoyner@thehollandportfolios.com,,Salesforce
10579467,,Joshua Klein,,,joshuaklein901@gmail.com,5042610676,Web Form Fillout
9553534,,Robert Varner,,,robertvarner@synovus.com,,List import
11006661,Inactive Investor,Leander Huff,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,lhuff@primerica.com,,Salesforce
10874609,Inactive Investor,Stacey Kitay,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",stacey.kitay@ml.com,,Salesforce
10909061,Inactive Investor,Lesley Wilson,,"Cambridge Investment Research, Inc. Gastonia NC 520 S New Hope Rd",,,Salesforce
10853615,Inactive Investor,Nila Villasenor,Client Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,nila.villasenor@ubs.com,,Salesforce
9629242,,Paul B Travis Jr -,,,pbtravis711@aol.com,,List import
11092239,Inactive Investor,Byron Johnson,,State Farm VP Management Corp. Hammond LA 2100 Rue Simone,doug.johnson.b3fp@statefarm.com,,Salesforce
10892706,Inactive Investor,Ashley Greenwood,Branch Office Administrator;Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,ashley.greenwood@edwardjones.com,,Salesforce
10862059,Inactive Investor,Makayla Stephens,,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,makayla.stephens@opco.com,,Salesforce
10488234,,Benjamin Nelson,"Chief Compliance Officer, General Counsel",Cresta Fund Management LLC,ben.nelson@crestafunds.com,,List Import
11105847,Inactive Investor,John Fisher,Senior Wealth Strategy Associate,UBS Financial Services Inc. Winston Salem NC 380 Knollwood St,john.r.fisher@ubs.com,,Salesforce
346361,,Scott Little,Associate Vice President,"Berkshire Money Management, Inc.",slittle@berkshiremm.com,888-232-6072,Manual List Upload
9605878,,Stephen Wedel,,,swedel@reliance-financial.com,,List import
10931424,Inactive Investor,Teresa Becker,,B. Riley Wealth Management New York NY 299 Park Ave,,,Salesforce
11192064,Inactive Investor,Ryan Ruth,,"Raymond James Financial Services, Inc. Columbus NE 2623 13th St",ryan.ruth@raymondjames.com,,Salesforce
10879479,Inactive Investor,Jordan Meek,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,jordan.meek@fidelity.com,,Salesforce
11232652,Inactive Investor,Christine Hutchinson,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10776329,Inactive Investor,Salvatore Tiano,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",salvatore.tiano@ml.com,,Salesforce
10764099,Inactive Investor,Edward Kleinman,Branch Manager,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",edward.kleinman@raymondjames.com,,Salesforce
10826198,Inactive Investor,G. Keller,,"Cambridge Investment Research, Inc. Stockton CA Private Residence",glawrence.keller@cir2.com,,Salesforce
10952923,Inactive Investor,Neema Rwehumbiza,,J.P. Morgan Securities LLC Apex NC 1007 Beaver Creek Commons Dr,neema.b.rwehumbiza@chase.com,,Salesforce
237380,, -,,[[Unknown]],ggrgllll@gmail.com,,Paid Social
10981696,Inactive Investor,Angela Bagumyan,,J.P. Morgan Securities LLC La Canada Flintridge CA 749 Foothill Blvd,angela.ayala@chase.com,,Salesforce
10806359,Inactive Investor,Parandi Patel,Senior Manager,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",parandi.patel@schwab.com,,Salesforce
11007194,Inactive Investor,Michael Persia,,Mutual of America Securities LLC Conshohocken PA 46 Fayette St,michael.persia@mutualofamerica.com,,Salesforce
10970234,Inactive Investor,Miranda Clare,,J.P. Morgan Securities LLC Scottsdale AZ 8898 E Legacy Blvd,miranda.clare@jpmorgan.com,,Salesforce
10510192,,David Pierce,staff,"Northwestern Mutual Investment Services, LLC",david.pierce@nm.com,9045983549,List Import
11056336,Inactive Investor,Michelle Collins,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",michelle.collins@schwab.com,,Salesforce
11145150,Inactive Investor,Joseph Storzinger,,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",jstorzinger@ibrokernet.com,,Salesforce
9610410,,sa dada,,,352734285@qq.com,,List import
11032301,Inactive Investor,Henry Mondschein,Financial Advisor,GWN Securities Inc. Windsor Locks CT 30 Suffield St,hmondschein@gwnsecurities.com,,Salesforce
10950720,Inactive Investor,Christina Coffey,Financial Advisor,Edward Jones Prince Frederick MD 80 Sherry Ln,christina.coffey@edwardjones.com,,Salesforce
9567096,,Timothy Elzinga,,,timothy.elzinga@securitiesamerica.com,,List import
11125777,Inactive Investor,Ralyn Bocker,,LPL Financial LLC Downers Grove IL 6739 Bradley Ct,ralyn.bocker@lpl.com,,Salesforce
11111283,Inactive Investor,Kyle Schmiegel,,"Charles Schwab & Co., Inc.",kyle.schmiegel@schwab.com,,Salesforce
9602085,,Lori Heise,,,lori.heise@clsinvest.com,,List import
11009859,Inactive Investor,Ashley Guevara,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,ashley.guevara@mutualofamerica.com,,Salesforce
210112,,Katie Reimann,,[Unknown],kreimann@foreside.com,,
10824219,Inactive Investor,Richard Vernon,Chief Financial Officer;President,"Vernon Management Group, Incorporated Henrico VA 2409 Asker Ct",rustyvernon@vernonmanagement.com,,Salesforce
10645401,,David Poznanski,,,david.poznanski@nm.com,,List Import
9559025,,shabeer s,,,shabeer1996s@gmail.com,,List import
9567128,,James McCartin,,,james.mccartin@jackson.com,,List import
11099979,Inactive Investor,Anthony Guerrerio,Chairman;President,"Wedgewood Partners, Inc.",guerrerio@wedgewood-partners.com,,Salesforce
10858154,Inactive Investor,James Watt,Financial Advisor,"Wells Fargo Clearing Services, LLC Waxahachie TX 1111 N Hwy 77",james.f.watt@wellsfargo.com,,Salesforce
10897903,Inactive Investor,Samantha Duke,Client Associate;Financial Planning Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
11169581,Inactive Investor,Isaac Cobbinah,,"Wells Fargo Clearing Services, LLC Warrenton VA 155 Broadview Ave",isaac.cobbinah@wellsfargoadvisors.com,,Salesforce
370580,,RJ Meurer,Manager Of General Partner,"Fat Pitch Management, L. P.",rj@fatpitchcapital.com,980-299-2965,Manual List Upload
11066056,Inactive Investor,Jeffery Chaffin,Advisor,"Centaurus Financial, Inc. Santa Barbara CA 3902 State St",,,Salesforce
9578631,,Xianquan Xie,,,geneiusxie@gmail.com,,List import
11083064,Inactive Investor,Eugene Ylo,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
9641789,,Peters Simplicity,,,simplicitytheking@gmail.com,,List import
11185799,Inactive Investor,Stacy Lodrigues,,"Allstate Financial Services, LLC New Orleans LA 1501 Edwards Ave",stacylodrigues@allstate.com,,Salesforce
10803780,Inactive Investor,Joseph Brockman,Vice President - Investments,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",joe.brockman@raymondjames.com,,Salesforce
9601472,,Scott Ulm,,,sju@armourllc.com,,List import
11152032,Inactive Investor,Sheena Young,,Morgan Stanley Houston TX 2800 Post Oak Blvd,sheena.young@morganstanley.com,,Salesforce
11063909,Inactive Investor,James Morrey,,PFS Investments Inc. Spring Green WI 102 S Washington St,james.morrey@primerica.com,,Salesforce
11195825,Inactive Investor,Ashish Shah,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,ashah@laidlawltd.com,,Salesforce
10829029,Inactive Investor,Jesse Silver,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",jesse.silver@ml.com,,Salesforce
11217147,,Kristopher Grossman,,,kristopher.grossman@equitable.com,,Other
11149803,Inactive Investor,Andrew Black,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",ablack2@tiaa.org,,Salesforce
10918251,Inactive Investor,Shawn Twigg,,Cetera Advisor Networks LLC Williamsport PA 1720 E 3rd St,,,Salesforce
11036079,Inactive Investor,Lynn Lima,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,llima@primerica.com,,Salesforce
11074752,Inactive Investor,Alan Bentley,,Edward Jones Indianola IA 1513 N 1st St,alan.bentley@edwardjones.com,,Salesforce
11238879,Inactive Investor,Karen Iannucci,,"ILG Private Wealth, Inc.",karen@ilgpw.com,,Salesforce
10853530,Inactive Investor,Eric Aposhian,Investment Advisor Representative,Lewis Asset Management Pittston PA 9 N Main St,eric@lewisam.com,,Salesforce
11041523,Inactive Investor,Matthew Hankey,,J.P. Morgan Securities LLC Springfield OR 3545 Gateway St,matthew.hankey@jpmorgan.com,,Salesforce
181645,,Todor Todorov,,[Unknown],ttodorov4000@gmail.com,,Event
11192790,Inactive Investor,William Carlson,,"Concourse Financial Group Securities, Inc. Englewood FL 1451 Lemon Bay Dr",william.carlson@concoursefinancial.com,,Salesforce
10971321,Inactive Investor,Zixin Huang,,Goldman Sachs & Co.,,,Salesforce
10801755,Inactive Investor,Adam Donlevie,Advisor,"Centaurus Financial, Inc. Santa Barbara CA 3902 State St",,,Salesforce
11193239,Inactive Investor,Steven Hibschman,,PFS Investments Inc. Ludington MI 337 N Jebavy Dr,steven.hibschman@primerica.com,,Salesforce
10904162,Inactive Investor,Paul Delnegro,,"Avantax Investment Services, Inc. Middletown NY 90 North St",,,Salesforce
7924433,,Sameh Elhammadi,,,semoo2656@gmail.com,,Web form fillout
10618599,,Christen Plotkin,,,christen.baillie@ubs.com,,List Import
11173660,Inactive Investor,Mireille Alkhoury,,J.P. Morgan Securities LLC Fairport NY 609 Moseley Rd,mireille.alkhoury@chase.com,,Salesforce
10799119,Inactive Investor,John Cipriano,,Aegis Capital Corp. Red Bank NJ 514 State Rte 35,jcipriano@aegiscap.com,,Salesforce
10778953,Inactive Investor,James Stambaugh,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Chester PA 15 E Gay St",stambaughj@stifel.com,,Salesforce
11092344,Inactive Investor,Paul Mcaneny,,"Hornor, Townsend & Kent, LLC Tampa FL 4300 W Cypress St",pmcaneny@htk.com,,Salesforce
10893955,Inactive Investor,John Paciga,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",,,Salesforce
10986152,Inactive Investor,Kerry Idlebird,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11190624,Inactive Investor,Michael Ottman,Executive Vice President,Spectrum Asset Management Inc,mike@myspectrum.com,,Salesforce
11189737,Inactive Investor,Sameh Wahba,,"Allstate Financial Services, LLC Paramus NJ 64 E Ridgewood Ave",swahba@allstate.com,,Salesforce
1004822,Inactive Investor,William Schafer,,William Alexander Schafer,willschafer@gmail.com,4156400068,Paid Search
11011956,Inactive Investor,Tareek Brown,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,tareekbrown@primerica.com,,Salesforce
11092345,Inactive Investor,Kevin Baldwin,Managing Director,"OneAmerica Securities, Inc. South Windsor CT 85 Felt Rd",,,Salesforce
10781703,Inactive Investor,Wallace Estes,,LPL Financial LLC,wallace.estes@lpl.com,,Salesforce
9579571,,Paul Marcus,,,pmarcus@marcuspartners.com,,List import
10914929,Inactive Investor,Alano Massi,Founder;Managing Director,Dynamic Wealth Advisors Calabasas CA 23622 Calabasas Rd,amassi@dynamicwealthadvisors.com,,Salesforce
225463,,Troy vanlienden,,[[Unknown]],t_dv@yahoo.com,,Initial Salesforce Import
11056837,Inactive Investor,Randy Black,Financial Planner;Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",rblack@financialguide.com,,Salesforce
9566808,,Kayla Holland,,,kholland@crestwoodadvisors.com,,List import
10896025,Inactive Investor,Justin Mcquarrie,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,justin.mcquarrie@fmr.com,,Salesforce
11044005,Inactive Investor,Jerry Lyke,President;Senior Managing Partner,Lyke Financial,jerry@lykefinancial.com,,Salesforce
11068725,Inactive Investor,Tavaris Peele,,State Farm VP Management Corp. Manassas VA 13440 Dumfries Rd,tavaris.peele.stzx@statefarm.com,,Salesforce
11099490,Inactive Investor,Randall Long,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",,,Salesforce
11074066,Inactive Investor,Jocelyn Burog,,J.P. Morgan Securities LLC Fort Lauderdale FL 1040 Weston Rd,jocelyn.ballou@chase.com,,Salesforce
9572287,,Michael Pope,,,michael.pope@surveyor-capital.com,,List import
10960067,Inactive Investor,John O'Rourke,Portfolio Consultant;Portfolio Specialist,"Raymond James & Associates, Inc.",john.o-rourke@raymondjames.com,,Salesforce
10932494,Inactive Investor,Charlie Santos,Financial Advisor,Edward Jones Babylon NY 400 W Main St,charlie.santos@edwardjones.com,,Salesforce
10858001,Inactive Investor,Ryan Grothaus,,"Allstate Financial Services, LLC Omaha NE 6815 S 167th St",ryangrothaus@allstate.com,,Salesforce
10831193,Inactive Investor,Marvin Petty,Financial Advisor,United Planners' Financial Services of America A Limited Partner Fort Worth TX 777 Main St,rpetty@unitedplanners.com,,Salesforce
9607147,,Pablo Andres,,,pabloandresbruguera36@gmail.com,,List import
10830789,Inactive Investor,Kyle Gilbert,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley Riverside CA 3750 University Ave,kyle.gilbert@morganstanley.com,,Salesforce
10487098,,Stephen Tosha,"Managing Director, Senior Financial Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",stephen.tosha@ml.com,,List Import
10817597,Inactive Investor,Cynthia Bearden,,"RBC Capital Markets, LLC Fort Worth TX 3230 Camp Bowie Blvd",,,Salesforce
9603060,,Ubaldo Tripoli,,,ubalod.tripoli@gmail.com,,List import
11049952,Inactive Investor,Jack Nasby,Client Associate,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",,,Salesforce
10801182,Inactive Investor,Sean Dumont,Financial Advisor,Edward Jones Sanford ME 906 Main St,sean.dumont@edwardjones.com,,Salesforce
9611755,,Jeff Yu,,,chisiu.yu@gmail.com,,List import
9626433,,Ajmal A J,,,ajurockz555@gmail.com,,List import
11112485,Inactive Investor,Michael Davenport,Financial Advisor,Edward Jones Summerville SC 210 S Cedar St,todd.davenport@edwardjones.com,,Salesforce
9645578,,Benjamin Rosique,,,benjamin.rosique@aktivacp.com,,List import
9595979,,Tam Taylor,,,iamtamtaylor@gmail.com,,List import
10857595,Inactive Investor,Stephen Hanley,Chief Investment Officer;Chief Investment Strategist;Member,"Evergreen Wealth Management, LLC Perrysburg OH 27121 Oakmead Dr",stephen.hanley@evergreenfg.com,,Salesforce
11020988,Inactive Investor,Juliann Bunner,Personal Banker,"Fifth Third Securities, Inc. Cincinnati OH 9020 Winton Rd",juliann.bunner@53.com,,Salesforce
10895612,Inactive Investor,David Mesa,Chief Executive Officer;Financial Advisor;Founder,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",david.mesa@nm.com,,Salesforce
10957073,Inactive Investor,Denny Tang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Alamitos CA 11262 Los Alamitos Blvd",denny.tang@ml.com,,Salesforce
10830329,Inactive Investor,Michael Tusan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,michael.tusan@ubs.com,,Salesforce
11235820,Inactive Investor,Joseph Ellis,Private Wealth Advisor;Senior Vice President,"Americana Partners, LLC Dallas TX 8333 Douglas Ave",jellis@americanapartners.com,,Salesforce
10858340,Inactive Investor,Eric Johnson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Decatur AL 826 Bank St NE",eric.g.johnson@wellsfargoadvisors.com,,Salesforce
11100624,Inactive Investor,Douglas Riccitelli,Advisor,LPL Financial LLC Hicksville NY 102 Duffy Ave,doug.riccitelli@lpl.com,,Salesforce
10775283,Inactive Investor,Samuel Waller,,"Northwestern Mutual Investment Services, LLC Cedarhurst NY 445 Central Ave",samuel.waller@nm.com,,Salesforce
11146515,Inactive Investor,Christopher Naples,Financial Advisor;Vice President,Morgan Stanley Hudson OH 36 E Streetsboro St,christopher.naples@morganstanley.com,,Salesforce
9637050,,Amit Bhartia,,,abhartia@gmo.com,,List import
11217883,,Scott Beardsley,,,sbeardsley@crewsfs.com,,List Import
11006392,Inactive Investor,Steven Sasaki,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,ssasaki@ft.newyorklife.com,,Salesforce
10935177,Inactive Investor,Stephen Koh,Financial Advisor,Park Avenue Securities LLC San Ramon CA 12677 Alcosta Blvd,,,Salesforce
10763134,Inactive Investor,Cynthia Lashley,,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,,,Salesforce
11142121,Inactive Investor,Monica Robinson,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,,,Salesforce
342417,,Clair Johnson,Executive Vice President,"Providence Wealth Advisors, Llc",cjohnson@providencebank.com,815-306-2020,Manual List Upload
11104010,Inactive Investor,Francisca Miranda,,Rockefeller Financial LLC Scottsdale AZ 16220 N Scottsdale Rd,fmiranda@rockco.com,,Salesforce
10955939,Inactive Investor,Jordan Montgomery,,"Charles Schwab & Co., Inc. Metairie LA 3417 Veterans Memorial Blvd",jordan.montgomery@schwab.com,,Salesforce
9644770,,William Meek,,,wgm5239@gmail.com,,List import
11132236,Inactive Investor,Ronald Drake,,LifeMark Securities Corp. Clinton NY Private Residence,rdrake@lifemark.com,,Salesforce
10937477,Inactive Investor,Elimuel Brown,,"Allstate Financial Services, LLC Augusta GA 119 Davis Rd",elimuelbrown@allstate.com,,Salesforce
11088191,Inactive Investor,Jeffrey Otterstein,Insurance Consultant,LPL Financial LLC Sanborn NY Private Residence,jeffrey.otterstein@lpl.com,,Salesforce
10892242,Inactive Investor,Kelly Finger,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Carnesville GA 9654 Lavonia Rd",kelly.finger@firstcitizens.com,,Salesforce
11037377,Inactive Investor,Jason Baker,,"Cambridge Investment Research, Inc. Charlotte NC 10955 Winds Crossing Dr",,,Salesforce
9634708,,Kerry Hayward,,,khayward@foundersfinancial.com,,List import
10752812,Inactive Investor,Dan Wagner,Chief Compliance Officer;Chief Executive Officer;Founder,"Wealth Management Advisors, LLC",wagner@wwmadvisors.com,,Salesforce
10991887,Inactive Investor,Reagan Olenych,,"Equitable Advisors, LLC Euless TX Private Residence",reagan.weatherby@equitable.com,,Salesforce
11076691,Inactive Investor,Scott Walker,Chairman;Chief Executive Officer;Co-Chief Investment Officer;Regulatory Contact,Walker Financial Advisors Inc,scott@walkerfinancial.com,,Salesforce
9543906,,Josh Edge of the NFT Podcast,,,josh@mainchainventures.com,,List import
11223036,,Christine Chartouni,,,cchartouni@marathonfund.com,,List Import
11074466,Inactive Investor,Sebastian O'Neal,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 3314 Peachtree Rd NE",jonathan.oneal@schwab.com,,Salesforce
9589182,,Scott Paschal,,,scott@myfpwealth.com,,List import
11073904,Inactive Investor,Brian Long,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster OH 125 W Mulberry St",brian.d.long@ampf.com,,Salesforce
10657110,,Ian Tepper,,,itepper@farmersagent.com,,List Import
11220141,,Timothy McCabe,,,tmccabe@meederinvestment.com,,Other
189855,,Scott Edwards,,[Unknown],scott_c_edwards@yahoo.com,,
10772351,Inactive Investor,Kayla Cardoza,Portfolio Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,kayla.cardoza@morganstanley.com,,Salesforce
11113370,Inactive Investor,William Beran,,United Planners' Financial Services of America A Limited Partner Scottsdale AZ 9375 E Shea Blvd,,,Salesforce
11005370,Inactive Investor,Gaurav Ahuja,,"Hornor, Townsend & Kent, LLC Gaithersburg MD Private Residence",gahuja@htk.com,,Salesforce
9620558,,Joe Loftus,,,joe@kee-projects.uk,,List import
372996,,Benjamin Yap,,[Unknown],benjaminyapzhermin@yahoo.com,,source
11184204,Inactive Investor,Robert Nero,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",robert.v.nero@ml.com,,Salesforce
10757287,Inactive Investor,Michelle Conrardy,Financial Advisor;Senior Vice President,Morgan Stanley Englewood CO 5251 DTC Pkwy,michelle.conrardy@morganstanley.com,,Salesforce
11021923,Inactive Investor,John Lee,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
9615409,,Roger Toohey,,,rdtoohey@msn.com,,List import
10880812,Inactive Investor,David Szabo,Chief Compliance Officer;Founder;President,"Wealth Pro Advisors, Inc.",dave@wpainc.biz,,Salesforce
11199708,Inactive Investor,Paul Sala,,LPL Financial LLC Gulfport MS 1302 Magnolia St,paul.sala@lpl.com,,Salesforce
11097406,Inactive Investor,Nathan Kinner,,LPL Financial LLC Brookings SD 404 3rd Ave,nathan.kinner@lpl.com,,Salesforce
11118239,Inactive Investor,Sandra Kaspar,Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",sandra_kaspar@ml.com,,Salesforce
10815501,Inactive Investor,Reed Greenagel,,LPL Financial LLC Wheaton IL 107 W Front St,reed.greenagel@lpl.com,,Salesforce
10961459,Inactive Investor,Judah Margulies,,"The Strategic Financial Alliance, Inc. Peachtree Corners GA 3930 E Jones Bridge Rd",jmargulies@thesfa.net,,Salesforce
11136801,Inactive Investor,Dean Klassman,,Correll Co. Investment Services Corp. Arlington Heights IL 3325 N Arlington Heights Rd,,,Salesforce
10638848,,Akhil Kumar,,,akumar@archga.com,,List Import
10934113,Inactive Investor,Jalal Yassaee,,"Lincoln Douglas Investments, LLC",,,Salesforce
9637004,,Sumit Kumar,,,skumar@olympuscap.com,,List import
11270562,Inactive Investor,Andrew Jung,Analyst / Advisor,"Crew Capital Management, Ltd. Cincinnati OH 700 Walnut St",ajung@crewcapital.com,,Salesforce
10881438,Inactive Investor,Boyuan Zhou,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arcadia CA 180 N Santa Anita Ave",boyuan.zhou@ml.com,,Salesforce
10763962,Inactive Investor,Teresa Lyons,Manager - Senior Branch Service,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",terri.lyons@rbc.com,,Salesforce
10969019,Inactive Investor,Yingru Wang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10834997,Inactive Investor,Douglas Vangilder,Investment Advisor Representative,LPL Financial LLC Broken Arrow OK 322 S Main St,douglas.vangilder@lpl.com,,Salesforce
11136588,Inactive Investor,Chandler King,Financial Advisor;Portfolio Manager,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,chandler.king@morganstanley.com,,Salesforce
11170251,Inactive Investor,William Meagher,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",william.meagher@bofa.com,,Salesforce
10912550,Inactive Investor,Samin Safdari,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
10969636,Inactive Investor,Brandon Kassick,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Paul MN 1959 Burns Ave",brandon.kassick@usbank.com,,Salesforce
10942662,Inactive Investor,Collin Mchugh,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,collin_mchugh@vanguard.com,,Salesforce
9581503,,Amy Lazarus,,,alazarus@sppcapital.com,,List import
10852841,Inactive Investor,Sherri Spurlock,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",sherri.spurlock@tiaa.org,,Salesforce
341777,,Patrick Sader,"Managing Director, London",Ta Associates,psader@ta.com,617-574-6700,Manual List Upload
10777736,Inactive Investor,Jason Anderson,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",jason.d.anderson@ml.com,,Salesforce
9620831,,Charles Jackson,,,jaxjays1@gmail.com,,List import
10494473,,Lindsay Ilizaliturri,"Chief Compliance Officer, Senior Vice President, Vice President","WPA Family Office, LLC",lindsay@wpafamilyoffice.com,,List Import
9584310,,Robert Waters,,,logan.waters@lfg.com,,List import
10839857,Inactive Investor,Greg Hammontree,,Key Investment Services LLC Lakewood WA 10439 Gravelly Lake Dr SW,greg.hammontree@key.com,,Salesforce
236073,, -,,[[Unknown]],pmar71@yahoo.com,,Organic Search
10810342,Inactive Investor,Robert Ku,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",r.ku@ml.com,,Salesforce
10904589,Inactive Investor,Jesse D'Elia,,Vanguard Marketing Corporation,jesse_delia@vanguard.com,,Salesforce
9565549,,Pankaj Bhargava,,,pbhargava40@gmail.com,,List import
11254757,Inactive Investor,Lucas Waddell,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11151205,Inactive Investor,Philip Lemon,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11106238,Inactive Investor,Marshall Taylor,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,marshall.taylor@jpmorgan.com,,Salesforce
4393908,,benjamin cajtak,,,benjamincajtak@gmail.com,,Web Form Fillout
44940,,Gary Daulton,,Byb,daultongary@aol.com,6066771935,
9639069,,Felicia David-Visser,,,feliciad@umich.edu,,List import
11108265,Inactive Investor,Scott Motley,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",scott_motley@ml.com,,Salesforce
9584009,,Dean Walker,,,dwalker@rmdavis.com,,List import
11085744,Inactive Investor,W. Tyler Mercier,,LPL Financial LLC Land O Lakes FL Private Residence,tyler.mercier@lpl.com,,Salesforce
10868212,Inactive Investor,Bryan Clendenen,,Thrivent Investment Management Inc. Bowman ND 112 N Main St,bryan.clendenen@thrivent.com,,Salesforce
11068969,Inactive Investor,Kristin Staropoli,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
187037,,Tomas Cazes,,[Unknown],tomas.cazes@gmail.com,,source
9570839,,ROWAN DASILVA,,,rmatador@yahoo.com,,List import
10947709,Inactive Investor,Vanessa Antequera,Registered Client Service Associate;Wealth Management Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,vanessa.antequera@morganstanley.com,,Salesforce
11018781,Inactive Investor,David Wells,,"B.B. Graham & Company, Inc.",,,Salesforce
11168142,Inactive Investor,Scott Nicol,Financial Advisor;Vice President,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",scott.nicol@rbc.com,,Salesforce
9647884,,Paul Kuveke,,,pkuveke@napleswealthplanning.com,,List import
11017275,Inactive Investor,Daniel Lee,Assistant Vice President;Registered Analyst;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",daniel_lee@ml.com,,Salesforce
9573510,,Brett Icahn,,,bicahn@sfire.com,,List import
11151959,Inactive Investor,Gary Nagle,,"American Portfolios Financial Services, Inc.",gnagle@americanportfolios.com,,Salesforce
11167239,Inactive Investor,Ronald Wood,Senior Vice President - Investments,"Synovus Securities, Inc. Huntsville AL 301 Washington St NW",ronaldwood@synovus.com,,Salesforce
11172757,Inactive Investor,Demond Dawkins,Financial Advisor,LPL Financial LLC Wylie TX 601 Commerce St,demond.dawkins@lpl.com,,Salesforce
9600242,,Ricky Lueck,,,rlueck@theadvocategroup.com,,List import
10459841,,dustin hicks,,,dustyph@gmail.com,,Web Form Fillout
9547444,,Darren Haupt,,,darren.haupt@voyafa.com,,List import
11075829,Inactive Investor,Michael Topinka,,"Raymond James Financial Services, Inc. Wayne NJ 502 Valley Rd",,,Salesforce
9628346,,JOSHUA WEINBERG,,,weinbergj@sec.gov,,List import
342300,,Alex Franky,"Managing Director, Head, Direct Underwriting",Monroe Capital Management Advisors Llc,afranky@monroecap.com,312-258-8300,Manual List Upload
10833205,Inactive Investor,Kimberly Caldwell,Financial Advisor,Edward Jones Chesterfield MO 16640 Chesterfield Grove Rd,kris.caldwell@edwardjones.com,,Salesforce
344385,,Ashley Lynch,Associate,"Beirne Wealth Consulting Services, Llc",alynch@beirnewealth.com,203-701-8606,Manual List Upload
10926344,Inactive Investor,Sadam Fakhoury,Private Client Banker,J.P. Morgan Securities LLC El Dorado Hills CA 3373 Bass Lake Rd,sam.fakhoury@jpmorgan.com,,Salesforce
11028945,Inactive Investor,David Fontaine,,J.P. Morgan Securities LLC West Sacramento CA 1380 W Capitol Ave,david.fontaine@jpmorgan.com,,Salesforce
11005481,Inactive Investor,Evangeline Subaney,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,esubaney@primerica.com,,Salesforce
372880,,KORAVICH YENSIRIKUL,,[Unknown],pete.krv@hotmail.com,,source
10917841,Inactive Investor,Susan Frois,Chief Compliance Officer;Member;Operations Manager,"Eagle Capital Advisors, LLC",,,Salesforce
10823117,Inactive Investor,Robin Fetterolf,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,robin.fetterolf@jpmorgan.com,,Salesforce
9640432,,Jeffrey Balog,,,jbalog@drew.edu,,List import
10926079,Inactive Investor,Jonathan Wang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",,,Salesforce
9544996,,Kristen Rose,,,kristen.rose@valic.com,,List import
9617725,,Shawn Stoval,,,shawn@vardenpacific.com,,List import
242939,,George Kimball,Principal,Needham Advisory,george@kimballcm.com,,Manual List Upload
11083211,Inactive Investor,Benjamin Hagy,,"Concourse Financial Group Securities, Inc. Ephrata PA 860 N Reading Rd",benjamin.hagy@concoursefinancial.com,,Salesforce
10916706,Inactive Investor,Joshua Smith,,Citigroup Global Markets Inc.,joshua.smith@citi.com,,Salesforce
10936511,Inactive Investor,Alan Ferrari,,Huntleigh Securities Corporation Dwight IL 108 E Main St,aferrari@hntlgh.com,,Salesforce
11167984,Inactive Investor,Eric Gembarowski,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",eric.gembarowski@nm.com,,Salesforce
9646982,,David Ramsdell,,,dh.ramsdell@gmail.com,,List import
10975221,Inactive Investor,Robert Diforio,,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",,,Salesforce
11018789,Inactive Investor,John Hummel,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 399 Park Ave,john.hummel@morganstanley.com,,Salesforce
10875845,Inactive Investor,Matthew Cerizo,,"Allstate Financial Services, LLC Kihei HI 320 Ohukai Rd",mcerizo@allstate.com,,Salesforce
11204314,Inactive Investor,Summer Roberts,Managing Director;Portfolio Manager,"Family Capital Advisors, LLC",summer@familyca.com,,Salesforce
11211185,Inactive Investor,Ryan Tidwell,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Cayce SC 1131 Knox Abbott Dr",ryan.tidwell@wellsfargo.com,,Salesforce
11006502,Inactive Investor,Ryan Moffitt,,"Cambridge Investment Research, Inc. Salt Lake City UT 6465 S 3000 E",,,Salesforce
10757315,Inactive Investor,Todd Schroeder,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,todd.schroeder@ubs.com,,Salesforce
10619916,,Vince Bailey,,,vbailey@bankfinancial.com,,List Import
327,,,,,johnnywalkerton@att.net,,
9636918,,Sean Mcguire,,,sean@mcguirewealth.com,,List import
9545750,,Catherine Cartier,,,catherine.cartier@securitiesamerica.com,,List import
10789404,Inactive Investor,Russell Towne,Founder;Investment Manager;Managing Member,Towne Investments LLC,,,Salesforce
10869609,Inactive Investor,Travis Fago,Financial Advisor,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",travis.fago@goldenstatewm.com,,Salesforce
10761075,Inactive Investor,John Sicklesteel,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,john.sicklesteel@ubs.com,,Salesforce
9598337,,Viktors Dubica,,,viktorsdubica@gmail.com,,List import
10848264,Inactive Investor,Mark Edwards,Owner;Vice President,PFS Investments Inc. Clifton Park NY 10 Maxwell Dr,mark.edwards@primerica.com,,Salesforce
11147137,Inactive Investor,Brandon Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",,,Salesforce
9075999,,Mike Howe,,,mikeh11023@gmail.com,823-456-7809,Web Form Fillout
10968813,Inactive Investor,Jacob Jones,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10894788,Inactive Investor,Jessica Rappold,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
246392,,Not Provided,Budget Analyst,USDA Forest Service,hylah.jacques@gmail.com,,Manual List Upload
10909761,Inactive Investor,Thomas Brunson,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc. Columbia SC 1212 Main St",tripp.brunson@firstcitizens.com,,Salesforce
9591781,,Kenyon Lederer,,,klederer@pinnacle-mgmt.com,,List import
9621237,,Jin Oh,,,ohjint@yahoo.com,,List import
11184289,Inactive Investor,Bradford Buckshorn,,"Truist Investment Services, Inc. Knoxville TN 900 S Gay St",brad.buckshorn@truist.com,,Salesforce
10937081,Inactive Investor,James Lee,,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,,,Salesforce
10808703,Inactive Investor,John Mahoney,Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,john.mahoney@morganstanley.com,,Salesforce
10659439,,Roderick Espino,,,respino@allstate.com,,List Import
10790035,Inactive Investor,Thomas Israel,Financial Advisor;First Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,andy.israel@morganstanley.com,,Salesforce
122908,,Brett Carolan,Member,Brighton Jones Llc,brett@brightonjones.com,206-258-5050,
345722,,Dan Garner,Financial Advisor,"Presper Financial Architects, Llc",dan@presperfinancial.com,330-253-6000,Manual List Upload
9579546,,Anthony Marlowe,,,amarlowe@tmone.com,,List import
11054135,Inactive Investor,Mark Lombardi,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,mark.lombardi@fmr.com,,Salesforce
11006670,Inactive Investor,Kimberly Griffin-Simmonds,,PFS Investments Inc. Bronx NY 978 E Gunhill Rd,kgriffin-simmonds@primerica.com,,Salesforce
10829559,Inactive Investor,William White,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",bill.white@stifel.com,,Salesforce
10908449,Inactive Investor,Emanuel Coleman,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",emanuel.a.coleman@nm.com,,Salesforce
11089846,Inactive Investor,Lupe Salazar,,"Farmers Financial Solutions, LLC Loma Linda CA 24769 Redlands Blvd",lsalazar@farmersagent.com,,Salesforce
11139196,Inactive Investor,Kyle Ruiter,,"Hornor, Townsend & Kent, LLC Maricopa AZ Private Residence",kruiter@htk.com,,Salesforce
10990824,Inactive Investor,Victor Umana,,PFS Investments Inc. Houston TX 2636 S Loop W,vumana@primerica.com,,Salesforce
10819285,Inactive Investor,Sara Wright,Private Client Advisor,J.P. Morgan Securities LLC Marana AZ 12025 N Thornydale Rd,sara.j.wright@chase.com,,Salesforce
10907125,Inactive Investor,Michael Riskin,Corporate Officer;Director;Partner;Treasurer;Vice President,CPS Investment Advisors,mriskin@cpalliance.com,,Salesforce
10801193,Inactive Investor,Brian Eilers,,"Raymond James Financial Services, Inc. Cheyenne WY 5920 Yellowstone Rd",brian.eilers@raymondjames.com,,Salesforce
11201961,Inactive Investor,James Mcdonald,,Perella Weinberg Partners LP,jmcdonald@pwpartners.com,,Salesforce
9554642,,Todd Knudsen,,,tknudsen@bipcapital.com,,List import
10574541,,Şenol Kahraman,,,smmmsenolkahraman@gmail.com,,Web Form Fillout
11133649,Inactive Investor,Paul Zadorozny,,"Wells Fargo Clearing Services, LLC Spring TX 9595 6 Pines Dr",,,Salesforce
350981,,David Seay,"Senior Trader, Managing Director",Dynamic Beta Investments Llc,dseay@beachheadcapital.com,646-837-7030,Manual List Upload
11157861,Inactive Investor,Edward Moscato,,Cetera Investment Services LLC Latham NY 43 British American Blvd,,,Salesforce
1002868,Inactive Investor,Mike Murgio,CIO (Greenway & Cline Foundation),Greenway Wealth Management,mmurgio@theclinefoundation.org, +1 561 775 8213,
203534,,Ankur Baheti,,[Unknown],ankur.baheti@jpmorgan.com,,Direct
9565972,,gary bogatin,,,gary@155rockaway.com,,List import
10937598,Inactive Investor,Patrick Badiuk,,"Osaic Wealth, Inc. Rapid City SD 1107 Mount Rushmore Rd",,,Salesforce
10974606,Inactive Investor,Sean Gibbon,Wealth Advisor,"JFS Wealth Advisors, LLC Pittsburgh PA 6 PPG Pl",sgibbon@jfswa.com,,Salesforce
221657,,Jay Barston,,[Unknown],jbarston@gmail.com,,
10820745,Inactive Investor,Joan Rossi,Owner;Partner,"Rossi Dubuque Breckenridge, LLC Plymouth MN 3033 Campus Dr",jrossi@rdbfinancial.com,,Salesforce
11238836,Inactive Investor,Sharon Janowski,,ParkerGale,sharon@parkergale.com,,Salesforce
11230179,Inactive Investor,Daniel Neuscheler,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,djneuscheler@ft.newyorklife.com,,Salesforce
352148,,Jack Taylor,Senior Associate,Touchdown Ventures Inc.,jack.taylor@touchdownvc.com,856-431-3535,Manual List Upload
9547226,,JOSEP ROSELLO,,,josepnyc@gmail.com,,List import
101729,,Kevin Byrne,Chief Compliance Officer,The Tokarz Group Advisers Llc,kbyrne@ttga.com,914-701-0310,Manual List Upload
10959604,Inactive Investor,Neha Sukumar,Financial Advisor,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",neha.sukumar@equitable.com,,Salesforce
10958613,Inactive Investor,Heather Cousin,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9572277,,aamer adamjee,,,aameradamjee@yahoo.com,,List import
337684,,Carlos Pedroso,"Managing Member, CCO",Sierra Capital Llc,carlos.pedroso@sierracap.com,212-867-3533,Manual List Upload
10852415,Inactive Investor,Richard Wong,,"Colonial Securities, Inc.",richard@colonialsecurities.com,,Salesforce
10959178,Inactive Investor,Hamilton Coiscou,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,,,Salesforce
11210945,Inactive Investor,Craig Haitz,,"Allstate Financial Services, LLC Livonia MI 17177 N Laurel Park Dr",craighaitz@allstate.com,,Salesforce
9630362,,Adrian Michon,,,michonadrian@gmail.com,,List import
10616607,,Steven Howard,,,steve.howard@lpl.com,,List Import
10697263,,Joseph Dube,,,josephidube@gmail.com,,Web Form Fillout
10853048,Inactive Investor,Michael Connell,Financial Advisor,Edward Jones Lake Oswego OR 1 Centerpointe Dr,michael.connell@edwardjones.com,,Salesforce
11118690,Inactive Investor,Sidney Triche,,NYLIFE Securities LLC Larose LA 13343 W Main St,striche@ft.newyorklife.com,,Salesforce
10941843,Inactive Investor,Isaac Hansen,,"Cambridge Investment Research, Inc. San Diego CA 1635 Rosecrans St",,,Salesforce
11055877,Inactive Investor,Michael Monteith,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley The Villages FL 832 Lake Sumter Lndg,michael.monteith@morganstanley.com,,Salesforce
10819096,Inactive Investor,Jason Stankowski,Co-Portfolio Manager;Manager;Member;Partner;Portfolio Manager,Clayton Partners LLC,jason@claytonpartners.com,,Salesforce
11145109,Inactive Investor,Raymond Gockowski,Complex Risk Officer,Morgan Stanley Walnut Creek CA 1333 N California Blvd,raymond.gockowski@morganstanley.com,,Salesforce
9590733,,Samir Khosla,,,samir.khosla@clearmatics.com,,List import
10978662,Inactive Investor,Guy McBride,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",guy.mcbride@truist.com,,Salesforce
10644566,,Anna Hsu,,,hsiaoweih@loopcap.com,,List Import
10946496,Inactive Investor,Jacqueline Priddy,,"First Citizens Investor Services, Inc. Apex NC 1070 Vision Dr",jacqueline.priddy@firstcitizens.com,,Salesforce
9563247,,David Mullane,,,david.mullane@hotmail.com,,List import
11156034,Inactive Investor,Zachary Richey,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",zachary.richey@ampf.com,,Salesforce
10572617,,Philippe Pierre-Antoine,,,pp2347@columbia.edu,,Web Form Fillout
11149293,Inactive Investor,Matthew Bird,Financial Advisor,Lincoln Investment Syracuse NY 3532 James St,mbird@lincolninvestment.com,,Salesforce
371715,,john mann,,United States,johnmann86735@aol.com,,Salesforce
11087883,Inactive Investor,Alejandro Nevarez,Investment Advisor Representative,Lincoln Investment Tucson AZ 2850 N Swan Rd,anevarez@lincolninvestment.com,,Salesforce
9643426,,Nancy Zheng,,,1454591520@qq.com,,List import
11003844,Inactive Investor,Zachary Carr,,Lincoln Investment,zcarr@lincolninvestment.com,,Salesforce
10949515,Inactive Investor,Chotikorn Jinuntuya,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10954025,Inactive Investor,Daniel Ubinger,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11116171,Inactive Investor,Catherine OConnor,Financial Advisor,"Pruco Securities, LLC. Nashville TN Private Residence",cathy.oconnor@prudential.com,,Salesforce
11119365,Inactive Investor,Viviana Gonzalez,,PlanMember Securities Corporation,vgonzalez@planmember.com,,Salesforce
10617603,,Erik Anderson,,,erik.anderson@equitable.com,,List Import
11260116,Inactive Investor,Katherine Jacks,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",,,Salesforce
11170145,Inactive Investor,Eugenio Toral-Munoz,,PFS Investments Inc. Guaynabo Calle Romerillo,eugenio.toralmunoz@primerica.com,,Salesforce
11232936,Inactive Investor,Lucas Dorrough,,"Wells Fargo Clearing Services, LLC Fort Collins CO 460 S College Ave",,,Salesforce
10876644,Inactive Investor,Alex Paredes Malaga,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",alex.paredes@ml.com,,Salesforce
11116335,Inactive Investor,Carol Schacht,Administrative Assistant,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",carol.schacht@wellsfargoadvisors.com,,Salesforce
11093682,Inactive Investor,Katherine Reisfeld,,"Raymond James Financial Services, Inc. Red Hook NY 54 Elizabeth St",katherine.reisfeld@raymondjames.com,,Salesforce
9629413,,Petar Santini,,,petarsantini@gmail.com,,List import
11023488,Inactive Investor,Kenzie Mckillip,,"U.S. Bancorp Investments, Inc. Ashland OR 30 N 2nd St",,,Salesforce
11219896,,James Ostrander,,,jostrander@savantwealth.com,,Other
10613126,,Michael Colledge,"Managing Director, Senior Financial Advisor",,michael_a_colledge@ml.com,,List Import
50908,,Joseph Buscaino,Executive Vice President,"Wellesley Asset Management, Inc.",jbuscaino@wia.cc,,
11008179,Inactive Investor,Mervyn Garcia,,"Osaic Wealth, Inc. Springfield OR 655 A St",,,Salesforce
9570522,,Marco Rossini,,,vnessini2@gmail.com,,List import
11109694,Inactive Investor,Chloe Davis,,J.P. Morgan Securities LLC Grove City OH 2161 Stringtown Rd,chloe.davis@jpmorgan.com,,Salesforce
10833705,Inactive Investor,Robert Fahey,,"Cadaret, Grant & Co., Inc. Buffalo NY 5680 Main St",,,Salesforce
11035511,Inactive Investor,Zachary Mccown,,"Steward Partners Investment Solutions, LLC San Antonio TX 17802 W Interstate 10",zach.mccown@stewardpartners.com,,Salesforce
9602760,,Samantha Bradley,,,swiley@alescoadvisors.com,,List import
10884875,Inactive Investor,Matthew Gann,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11218860,,Dustin Alden,,,dalden@northlandsecurities.com,,Other
11184448,Inactive Investor,Kent Newhart,Chief Compliance Officer;President,ATA Management Strategies Inc,atasp@atafinancial.com,,Salesforce
9589194,,Alexander Tracy,,,agtracy128@gmail.com,,List import
9545322,,Lucca Santos,,,luccatanzillos@gmail.com,,List import
11126143,Inactive Investor,Brandie Stanfield,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10803289,Inactive Investor,Michael Schaltz,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",michael.schaltz@53.com,,Salesforce
11135769,Inactive Investor,Matthew Zivick,,LPL Financial LLC Chicago IL 736 N Hudson Ave,,,Salesforce
10815048,Inactive Investor,Ralph Stockemer,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",ralph.stockemer@nm.com,,Salesforce
1214037,Inactive Investor,Nguyen Van Dat,,TBD,datkt21bkhn@gmail.com,datkt21bkhn@gmail.com,Direct
11003429,Inactive Investor,Michael Cassagnol,,J.P. Morgan Securities LLC Brooklyn NY 4724 13th Ave,,,Salesforce
11154247,Inactive Investor,Elizabeth Zaccardi,,"Ameriprise Financial Services, LLC Grand Forks ND 3425 S Washington St",elizabeth.zaccardi@ampf.com,,Salesforce
11050712,Inactive Investor,Freeman Leung,,J.P. Morgan Securities LLC Yorba Linda CA 17490 Yorba Linda Blvd,freeman.leung@jpmorgan.com,,Salesforce
11196060,Inactive Investor,Michael Warecki,Research Analyst,"Heartland Advisors, Inc.",,,Salesforce
11046912,Inactive Investor,Danielle Mazullo,Associate;Financial Advisor,Morgan Stanley Akron OH 3700 Embassy Pkwy,,,Salesforce
10975028,Inactive Investor,Lance Stallings,,"Allstate Financial Services, LLC Tooele UT 73 E 1280 N",lancestallings@allstate.com,,Salesforce
9622336,,Troy Resendez,,,owltar@gmail.com,,List import
10835136,Inactive Investor,Lynne Murray,Financial Professional,"MML Investors Services, LLC Greensboro NC Private Residence",lhmurray@financialguide.com,,Salesforce
11025155,Inactive Investor,Alvaro Navas,,PFS Investments Inc. Riverside CA 647 Main St,alvaronavas@primerica.com,,Salesforce
10888542,Inactive Investor,Kathryn Millgard,Financial Advisor,"Northwestern Mutual Investment Services, LLC Walla Walla WA Private Residence",kathryn.millgard@nm.com,,Salesforce
9555823,,Minh Bui,,,buu.minh2703@gmail.com,,List import
9637754,,Ian Dubugras,,,ian.dubugras@carpapatrimonial.com.br,,List import
221566,,Alessandro Attilio Angelo Torriani,,[Unknown],alessandro.torriani@outlook.com,,
10756324,Inactive Investor,Glenn Hundertmark,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",glenn.hundertmark@ml.com,,Salesforce
9581781,,Antonio Davis,,,flaxmove2335@hotmail.com,,List import
9594509,,Scott Johnson,,,zxms422@icloud.com,,List import
10809477,Inactive Investor,Joseph Engler,Financial Professional,LPL Financial LLC Nutley NJ 363 Centre St,joseph.engler@lpl.com,,Salesforce
11032675,Inactive Investor,Randy Black,,"Principal Securities, Inc. Greensboro NC 603 Dolley Madison Rd",,,Salesforce
1004178,Inactive Investor,Avrumie Herssein,,Avrumie Herssein,avrumie@gmail.com,,3rd Party Lead Gen
1003873,Inactive Investor,Justin Mellott,,Justin Mellott,jmellott09@gmail.com,480-580-4452,
11153101,Inactive Investor,Jacob Johnson,Client Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,jacob.w.johnson@ubs.com,,Salesforce
11117120,Inactive Investor,Samuel Opoku Agyemang,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10904765,Inactive Investor,Ayodeji Olurin,,PFS Investments Inc. Houston TX 738 Hwy 6 S,ayodeji.olurin@primerica.com,,Salesforce
10865722,Inactive Investor,Andrew Rocco,Financial Advisor,"MML Investors Services, LLC Exeter NH 149 Water St",,,Salesforce
11089518,Inactive Investor,Adrian Andreotta,Wealth Advisor,"Osaic Institutions, Inc. Southington CT Private Residence",aandreotta@infinexgroup.com,,Salesforce
10764053,Inactive Investor,Dean Obenauer,Branch Manager;Senior Vice President,Morgan Stanley Reno NV 5390 Kietzke Ln,dean.obenauer@morganstanley.com,,Salesforce
10998128,Inactive Investor,Samantha Koons,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",samantha.koons@bankerslife.com,,Salesforce
9643497,,Paul Tartell,,,pbtart@gmail.com,,List import
11117618,Inactive Investor,John Lynch,Financial Advisor,"Ameriprise Financial Services, LLC Bradenton FL Private Residence",john.f.lynch@ampf.com,,Salesforce
11074810,Inactive Investor,Sal Disalvo,President,Prosperity Capital Advisors Smithtown NY 23 Bellemeade Ave,,,Salesforce
11001830,Inactive Investor,Tanner Werner,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10890898,Inactive Investor,Robert Creedle,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,brad.creedle@fmr.com,,Salesforce
338303,,Andrew Rosenberg,General Partner,Wedge Capital Management Llp,arosenberg@wedgecapital.com,704-334-6475,Manual List Upload
10843703,Inactive Investor,Riette Lotker,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 15715 S Dixie Hwy",riette.e.lotker@ampf.com,,Salesforce
9611702,,Mark Ramsey,,,ml.ramsey@hotmail.com,,List import
11066392,Inactive Investor,Para Johnson,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,para.johnson@primerica.com,,Salesforce
10985314,Inactive Investor,Christopher Catale,,Cetera Investment Services LLC West Middlesex PA 3167 Main St,,,Salesforce
11023765,Inactive Investor,Peter Comet,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",peter.comet@equitable.com,,Salesforce
11180241,Inactive Investor,Roxanne Drass,,Vanguard Marketing Corporation,roxanne_drass@vanguard.com,,Salesforce
9584730,,Scott Kleinman,,,skleinman@apollo.com,,List import
10998027,Inactive Investor,Amy Kong,Partner;Wealth Advisor,Corient New York NY 101 Park Ave,amy.kong@corient.com,,Salesforce
10948305,Inactive Investor,Ryan Greenhill,Financial Advisor,The Huntington Investment Company Northfield OH 8300 Golden Link Blvd,ryan.greenhill@huntington.com,,Salesforce
9624754,,Daniel Lee,,,ksisland1112@gmail.com,,List import
9605497,,Nan Lu,,,nql@mtlucas.com,,List import
10846164,Inactive Investor,Kristina Bentzen,Managing Member;President;Regulatory Contact,"Paradigm, Strategies In Wealth Management, LLC",kbentzen@planparadigm.com,,Salesforce
11209566,Inactive Investor,Cody Rieland,Financial Advisor,Edward Jones Alexandria MN 117 6th Ave E,cody.rieland@edwardjones.com,,Salesforce
9543574,,Christopher Elkin,,,christopher.elkin@fidelity.com,,List import
10880166,Inactive Investor,Kristen Hall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kristen.hall@fmr.com,,Salesforce
10775625,Inactive Investor,Julian Poydence,,"Avantax Investment Services, Inc. Naperville IL 1804 N Naper Blvd",,,Salesforce
11180877,Inactive Investor,Danny Pennington,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",danny.pennington@prudential.com,,Salesforce
10960690,Inactive Investor,Mamadou Bah,,Citigroup Global Markets Inc.,,,Salesforce
10968423,Inactive Investor,Devon Alber,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,devon.alber@lpl.com,,Salesforce
10862533,Inactive Investor,Lynn Lavanway,,PFS Investments Inc. Portage MI 1302 W Milham Ave,lynn.lavanway@primerica.com,,Salesforce
10971636,Inactive Investor,Josephine Umali,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",josephine.umali@tfaconnect.com,,Salesforce
10888664,Inactive Investor,Thomas Schmidt,,"MML Investors Services, LLC Oklahoma City OK 10404 N Vineyard Blvd",thomasaschmidt2@financialguide.com,,Salesforce
371788,,Suresh & Charu joint DESAI,,United States,sd2878@yahoo.com,,Salesforce
9548662,,tyler abad,,,alloyvm@gmail.com,,List import
10840237,Inactive Investor,Jalissa Adamson,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",jalissa.adamson@ml.com,,Salesforce
10760366,Inactive Investor,Michael Woods,Director - Alternative Investments;Executive Director;Wealth Advisor,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,michael.woods@morganstanley.com,,Salesforce
337318,,?? ?,,[Unknown],tacky73727@yahoo.cpm.tw,,source
9643754,,Sulin Chan,,,sulin.c@hotmail.com,,List import
10922898,Inactive Investor,Tyler Finch,Regional Vice President,Householder Group Estate & Retirement Specialists Edmond OK 2601 Kelley Pointe Pkwy,tfinch@householdergroup.com,,Salesforce
9561573,,Brandon Williams,,,bwilliams310@gmail.com,,List import
11185614,Inactive Investor,Joe Simpson,,PFS Investments Inc. West Chester OH 9078 Union Centre Blvd,joe.simpson@primerica.com,,Salesforce
344622,,Tyler Whitehouse,"Director, Financial Planning","Rmr Wealth Builders, Inc.",twhitehouse@rmrwealth.com,201-836-2460,Manual List Upload
10794247,Inactive Investor,Heather Marko,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",heather.marko@ml.com,,Salesforce
347546,,Daniel Ervin,Managing Member,Ervin Investment Management,daniel@ervins.net,206-495-9957,Manual List Upload
9576720,,Eric Felt,,,efelt@massmutual.com,,List import
10975250,Inactive Investor,Diego Fernandez,,Goldman Sachs & Co.,,,Salesforce
370920,,Dhruv Jhamb,,India,jhambdhruv123@gmail.com,,Salesforce
9549757,,Karen Chen,,,kchen@trianpartners.com,,List import
11230914,Inactive Investor,Jefferson Vieira,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10977835,Inactive Investor,Wendy Frase,,"Raymond James & Associates, Inc. Monroeville PA 3824 Northern Pike",wendy.frase@raymondjames.com,,Salesforce
10865513,Inactive Investor,Jeanne Suttie,,LPL Financial LLC Long Beach CA 237 Angelo Walk,jeanne.suttie@lpl.com,,Salesforce
11229510,Inactive Investor,Ethan Dupas,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",,,Salesforce
11142168,Inactive Investor,Lisa Hartung,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10845765,Inactive Investor,Lawrence Tulenko,Managing Director,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,ltulenko@allianceg.com,,Salesforce
370573,,Donald Suh,,United States,donaldsuh@gmail.com,,Salesforce
9646235,,Pinaki Kar,,,pkar@dsmcapital.com,,List import
10808758,Inactive Investor,James Buckman,,"Geneos Wealth Management, Inc. Washington NC 156 Waters Way",,,Salesforce
11184391,Inactive Investor,Robin Partmon,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,robin.partmon@primerica.com,,Salesforce
11210467,Inactive Investor,Kevin Mathew,,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",kevin.mathew@ampf.com,,Salesforce
9594715,,Edward Tundidor,,,tundidor.inc@gmail.com,,List import
11206838,Inactive Investor,Ronald Travis,,"FBL Marketing Services, LLC Lenox IA 124 N Main St",ronald.travis@fblfinancial.com,,Salesforce
11117235,Inactive Investor,Joseph Kelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11204872,Inactive Investor,Joy Payton,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,jpayton@primerica.com,,Salesforce
43625,,Shawn Kinsella,,"Securities America Advisors, Inc.",shawn.kinsella@securitiesamerica.com,800-747-6111,
10833376,Inactive Investor,Jorge Vergara,Financial Consultant,LPL Financial LLC Nutley NJ 359 Centre St,jorge.vergara@lpl.com,,Salesforce
10786235,Inactive Investor,David Elson,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
9583075,,Brett Carlson,,,brett.carlson@nwasset.com,,List import
11040198,Inactive Investor,Chris Vanderzyden,Member;President,"Whitaker-Myers Wealth Managers, Ltd. Ashland OH 20 E Main St",chrisvanderzyden@whitaker-myers.com,,Salesforce
10818271,Inactive Investor,Danilo Caldeira,Consumer Investments Market Leader,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Elk Grove CA 10046 Bruceville Rd",danilo.caldeira@ml.com,,Salesforce
10870846,Inactive Investor,Yang Lu,,Citigroup Global Markets Inc.,,,Salesforce
11080856,Inactive Investor,Andrew Yianilos,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10986675,Inactive Investor,Austin Horvath,Financial Professional,LPL Financial LLC Lancaster PA 3008 Columbia Ave,austin.horvath@lpl.com,,Salesforce
11180099,Inactive Investor,Robert Becker,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",beckerr@stifel.com,,Salesforce
11153678,Inactive Investor,Kelly Richards,,AW Securities Phoenix AZ 11240 N Tatum Blvd,,,Salesforce
10855139,Inactive Investor,Hilary Martin,Founder;Managing Member,"Hendershott Wealth Management, LLC",h2@hilaryhendershott.com,,Salesforce
10901115,Inactive Investor,Nikolas Argires,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10942389,Inactive Investor,Elizabeth Sternkopf,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10973294,Inactive Investor,Bradley Mostowy,,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",bradley.mostowy@53.com,,Salesforce
10494481,,Charles Burford,"Chief Compliance Officer, Owner, Partner, President","Burford Brothers, Inc.",sburford@me.com,,List Import
10826504,Inactive Investor,David Tepper,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,david.tepper@lpl.com,,Salesforce
11168739,Inactive Investor,Cameron Stone,Financial Advisor,Edward Jones Minot ND 1306 4th Ave NW,cameron.stone@edwardjones.com,,Salesforce
10836509,Inactive Investor,Sandra Rodriguez,Director;Vice President,Morgan Stanley Houston TX 845 Texas St,sandra.rodriguez@morganstanley.com,,Salesforce
11190494,Inactive Investor,Matthew Sitler,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9624270,,Dane Brantley,,,djrobb2985@gmail.com,,List import
11053805,Inactive Investor,Wayne Carr,Chief Operating Officer;Managing Principal;Regulatory Contact,"Main Street Investment Advisors, LLC",wcarr@msinvadv.com,,Salesforce
9644351,,Doug Antin,,,doug.antin@gmail.com,,List import
10912911,Inactive Investor,Joseph Yano,,"Truist Investment Services, Inc. Henrico VA 9072 W Broad St",,,Salesforce
11061011,Inactive Investor,John Vissicchio,Investment Analyst;Member;President,Tishman Capital Partners,jvissicchio@tishman.com,,Salesforce
9548483,,Kristopher Keeney,,,ktkeeney@juno.com,,List import
10977158,Inactive Investor,Brianna Shealey,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",brianna.shealey@raymondjames.com,,Salesforce
10992869,Inactive Investor,Jeremiah Nesbitt,,"First Citizens Investor Services, Inc. Matthews NC 1300 Matthews Township Pkwy",jeremiah.nesbitt@firstcitizens.com,,Salesforce
11037243,Inactive Investor,Robert Jarvis,,"The Leaders Group, Inc.",,,Salesforce
9589666,,John Burkhead,,,johnburkhead@outlook.com,,List import
10885529,Inactive Investor,Stephen Oostema,,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",stephen.oostema@valic.com,,Salesforce
11222633,,Bryce Gray,,,bgray@generationalwealthadv.com,,List Import
10758785,Inactive Investor,H Petrosky,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,hpeter.petrosky@opco.com,,Salesforce
11192852,Inactive Investor,Genoveva Luna,Registered Associate,Morgan Stanley San Antonio TX 7600 Broadway,genoveva.luna@morganstanley.com,,Salesforce
8481025,,Chris Vazquez,,BlackRock,chris.vazquez@blackrock.com,,List Import
10989095,Inactive Investor,Keegan DeLange,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,keegan.delange@fmr.com,,Salesforce
10936952,Inactive Investor,Carol Shira,Chief Compliance Officer;Executive Vice President;Managing Member,"Aventail Wealth Management, LLC",carolshira@aventailwm.com,,Salesforce
11048125,Inactive Investor,Gregory Yeary,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lexington KY 307 S Ashland Ave,,,Salesforce
9596468,,Sheyna Anderson,,,sanderson@wealthenhancement.com,,List import
11206261,Inactive Investor,Duane Summers,,PFS Investments Inc. Chicago IL 9510 S Constance Ave,duane.summers@primerica.com,,Salesforce
10988415,Inactive Investor,Garrett Patton,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",,,Salesforce
10885702,Inactive Investor,Wade Williams,,"Raymond James Financial Services, Inc. York PA 2200 S George St",wade.williams@raymondjames.com,,Salesforce
11000577,Inactive Investor,Clay Lassiter,,Davenport & Company LLC,,,Salesforce
9637681,,Scott Rile,,,rilesc@bernstein.com,,List import
10487381,,Wendi Koleszar,Senior Wealth Strategy Associate,UBS Financial Services Inc.,wendi.koleszar@ubs.com,,List Import
10781124,Inactive Investor,David Picchi,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10696206,,Rob Moody,,Touchstone Investments,rob.moody@touchstonefunds.com,,List Import
11100789,Inactive Investor,Michael Bagley,Financial Advisor,LPL Financial LLC Santa Rosa CA 3554 Round Barn Blvd,michael.bagley@lpl.com,,Salesforce
10983829,Inactive Investor,Carter Buchman,Associate,Edward Jones Windsor WI 6725 Lake Rd,,,Salesforce
11108822,Inactive Investor,Jennifer Loya,Chief Compliance Officer,Westport Asset Management Inc,,,Salesforce
11075678,Inactive Investor,Mark Anderson,,"Equitable Advisors, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",mark.anderson@equitable.com,,Salesforce
11196700,Inactive Investor,Jeffrey Logan,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
10886510,Inactive Investor,Mohammad Asif Sheikh,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,mohammad-asif.sheikh@jpmorgan.com,,Salesforce
10827406,Inactive Investor,Richard Rivera,Chief Compliance Officer;Manager;Member,Dick Rivera & Associates,,,Salesforce
10940542,Inactive Investor,Sydney Anderson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
371113,,Vincent Falabella,,United States,vince@excellmaintenance.com,,Salesforce
7481403,,Bobbi Smith,,,yitet41107@cyclesat.com,,Web form fillout
5323649,,mii na ly na,,,dapeb39141@probdd.com,,Web Form Fillout
11235706,Inactive Investor,James Rich,Senior Wealth Advisor;Vice President,"Quotient Wealth Partners, LLC Lake Hopatcong NJ Private Residence",,,Salesforce
11150920,Inactive Investor,Stanley Jones,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",stanley.jones@raymondjames.com,,Salesforce
10488945,,Jennifer Winters,Senior Registered Associate,D.A. Davidson & Co. Plano TX 5601 Granite Pkwy,jwinters@dadco.com,737-999-7702,List Import
11074099,Inactive Investor,Donna Reuter,Senior Branch Office Administrator,Edward Jones River Falls WI Private Residence,donna.reuter@edwardjones.com,,Salesforce
11193414,Inactive Investor,Noel Eddleman,Chief Investment Officer;Founder,Eddleman & Eddleman Inc,adrian@eddleman.biz,,Salesforce
10980598,Inactive Investor,Marie Studniarz Rudolph,,"American Portfolios Financial Services, Inc. Wickliffe OH 29017 Chardon Rd",msrudolph@americanportfolios.com,,Salesforce
9612275,,Michelle Rozsypal,,,michelle@jmgfin.com,,List Import
10789394,Inactive Investor,Bryan Miller,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",b.miller@nm.com,,Salesforce
9582024,,Kyle Bubeck,,,kyle.bubeck@gatorcapital.com,,List import
11061407,Inactive Investor,Elizabeth Bennett,Chief Compliance Officer;Member,Chesapeake Financial Planning,beth@chesapeake-financial.com,,Salesforce
10915207,Inactive Investor,Jeffrey McLoud,Chief Compliance Officer;Investment Advisor;Managing Member,McLoud Advisory Services LLC,jeff@mcloudadvisoryservices.com,,Salesforce
11054517,Inactive Investor,Philip Krabbe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10894038,Inactive Investor,Timothy Pope,,Cetera Investment Services LLC Charlotte NC 5200 77 Center Dr,timothy.pope@ceterainvestors.com,,Salesforce
372058,,William DeCamp,,United States,mydecamp@gmail.com,,Salesforce
11097765,Inactive Investor,Richard Battle,,"Capital Investment Group, Inc.",rbattle@capital-invest.com,,Salesforce
9612709,,Thomas Turner,,,jturner@greatlakesadvisors.com,,List import
11138068,Inactive Investor,Samuel Tuckerman,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",samuel.tuckerman@ml.com,,Salesforce
11086312,Inactive Investor,Shannon Stauth,Financial Advisor,LPL Financial LLC Hays KS 1220 E 27th St,shannon.stauth@lpl.com,,Salesforce
6852907,,Ann Smith,,,vebajoj116@otanhome.com,,Web Form Fillout
11042017,Inactive Investor,David Morgan,,"Allstate Financial Services, LLC Cave Creek AZ 29834 N Cave Creek Rd",davidmorgan@allstate.com,,Salesforce
11164566,Inactive Investor,Gregory Ritter,,"Allstate Financial Services, LLC Lititz PA 46 Copperfield Cir",gregoryritter@allstate.com,,Salesforce
337770,,James Exline,Executive Vice President,"Wabash Capital, Inc.",jexline@wabashcapital.com,812-242-9113,Manual List Upload
11130018,Inactive Investor,Jane Zucker,,Stonex Securities Inc. Miami FL 5251 SW 64th Ave,jane.zucker@saswealth.com,,Salesforce
11071523,Inactive Investor,Oluwaseyi Onikola,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",oluwaseyi.onikola@tiaa.org,,Salesforce
10815703,Inactive Investor,Linda Suraci,Associate Vice President;Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,linda.suraci@morganstanley.com,,Salesforce
10943894,Inactive Investor,Thomas Graber,Chief Compliance Officer;President,"Impact Investment Strategies, Inc",tom@impact-benefits.com,,Salesforce
9594480,,Gregory Trzaski,,,gtrzaski@symmetrypartners.com,,List import
11187880,Inactive Investor,Therese Quigley,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,therese.a.quigley@jpmorgan.com,,Salesforce
11040123,Inactive Investor,Mark Gerst,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,mgerst@rwbaird.com,,Salesforce
9648195,,Philip Schaefer,,,pschaefer@officetechexpert.com,,List import
87759,,Deepak Kotwal,,"SagePoint Financial, Inc.",dkotwal@sagepointadvisor.com,412-323-0500,
11138625,Inactive Investor,Devon Buenrostro,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",devon.buenrostro@ml.com,,Salesforce
11160127,Inactive Investor,Mark Fraker,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",mark.fraker@ml.com,,Salesforce
11003046,Inactive Investor,Kathleen Mcafee,,"Equitable Advisors, LLC Onalaska WI 1289 County Road Ph",kathleen.nordie@equitable.com,,Salesforce
10879177,Inactive Investor,Ronil Singh,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 14595 N Scottsdale Rd",,,Salesforce
5002,, -,,[[Unknown]],markus@cosmoscapital.com,,Initial Salesforce Import
11132973,Inactive Investor,Patrick Summit,,LPL Financial LLC Renton WA 201 Wells Ave S,,,Salesforce
11030570,Inactive Investor,Gisel Negrete Rubio,,J.P. Morgan Securities LLC Austin TX 701 E Stassney Ln,gisel.negrete-rubio@jpmorgan.com,,Salesforce
10505153,,Nita Mukherjee,Paraplanner,Nifty Advisor Support,nmukherjee@niftyadvisorsupport.com,14085506482,List Import
9614929,,Ties Suck,,,tiessuck@gmail.com,,List import
10644755,,Cameron Houde,,,cameron.houde@nm.com,,List Import
11147611,Inactive Investor,Thomas Williams,,Cabot Lodge Securities LLC Johns Island SC Private Residence,thomas.williams@clsecurities.com,,Salesforce
10892167,Inactive Investor,Nina Jennings,,"Ameriprise Financial Services, LLC Tampa FL 1001 S MacDill Ave",,,Salesforce
10781178,Inactive Investor,Cliff Richards,,MissionSquare Investment Services,,,Salesforce
10766179,Inactive Investor,Larry Kirk,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Augustine FL 60 Cathedral Pl",,,Salesforce
10773361,Inactive Investor,John Boyle,,"HighTower Securities, LLC",jboyle@hightoweradvisors.com,,Salesforce
11232890,Inactive Investor,Sunny Patel,,"Wells Fargo Clearing Services, LLC Plumsteadville PA 5810 Easton Rd",,,Salesforce
9574101,,Linda Hirst,,,hirstl@newschool.edu,,List import
10980231,Inactive Investor,Travis Sanders,,"U.S. Bancorp Investments, Inc. Kent WA 305 4th Ave N",travis.sanders@usbank.com,,Salesforce
99917,,Jamie Stenger,Assistant Director - Compliance,Principal Financial Group,stenger.jamie@principal.com,,
11159194,Inactive Investor,Frank Rosano,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,frosano@ft.newyorklife.com,,Salesforce
199864,,Alexander Woolley,,[Unknown],alexander.woolley@gmail.com,,Paid Social
10768487,Inactive Investor,Lester Strait,,"Avantax Investment Services, Inc. Southlake TX 320 Morrison Park Dr",lester.strait@avantax.com,,Salesforce
10957846,Inactive Investor,Casey Creamer,,Edward Jones New Boston NH 7 Central Sq,creamer@edwardjones.com,,Salesforce
10822330,Inactive Investor,Wojciech Statowski,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10936078,Inactive Investor,Mark Brungardt,,Cetera Advisor Networks LLC Omaha NE 2401 S 130th Cir,,,Salesforce
9622094,,Steven Elkington,,,elkingtons@aberinc.com,,List import
9568163,,Jill Gibb,,,jgibb@targetedfinancial.com,,List import
10832214,Inactive Investor,David Geschke,,Lincoln Investment Southlake TX Private Residence,dgeschke@lincolninvestment.com,,Salesforce
11163877,Inactive Investor,Lisa Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lisa.jackson@tiaa.org,,Salesforce
10994867,Inactive Investor,Tanner Schuman,,J.P. Morgan Securities LLC Lees Summit MO 890 E Langsford Rd,tanner.schuman@jpmorgan.com,,Salesforce
11111454,Inactive Investor,Johnpaul Menez,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
10927473,Inactive Investor,Karla Fermoso Hurlburt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10897156,Inactive Investor,Carlos Cruz,Senior Client Associate,Rockefeller Financial LLC Chicago IL 227 W Monroe St,ccruz@rockco.com,,Salesforce
9568907,,Daniel Politz,,,dpolitz4@gmail.com,,List import
9549908,,Zhe Yuan,,,yuanzhe@me.com,,List import
10767165,Inactive Investor,Matthew Brozovic,Financial Advisor;First Vice President;Senior Investment Management Consultant,Morgan Stanley Chicago IL 227 W Monroe St,matthew.brozovic@morganstanley.com,,Salesforce
9617840,,Glen Schneider,,,glen@cedarstreetfunds.com,,List import
10973975,Inactive Investor,Christopher Evans,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,,,Salesforce
10761610,Inactive Investor,Lloyd Weber,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",rusty.weber@wellsfargoadvisors.com,,Salesforce
11166930,Inactive Investor,Keith Robinson,,Cetera Advisor Networks LLC Metairie LA 3445 N Causeway Blvd,,,Salesforce
10852370,Inactive Investor,Bernadette Smith,Financial Advisor,"Ameriprise Financial Services, LLC Wheeling WV 1206 Chapline St",bernadette.m.smith@ampf.com,,Salesforce
11021135,Inactive Investor,Agha Shah,,Jefferies LLC,,,Salesforce
11236175,Inactive Investor,Vanya Kovacheva,,"Castle Hill Capital Partners, Inc.",,,Salesforce
11110795,Inactive Investor,Shari La Fleur,Senior Client Associate,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",,,Salesforce
11052474,Inactive Investor,Steven Maher,Chief Compliance Officer;Owner;President,Cool Creek Financial,,,Salesforce
11211007,Inactive Investor,Amanda Green,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Crystal Lake IL 735 McArdle Dr,amy.green@thrivent.com,,Salesforce
10968004,Inactive Investor,Amy Fredritz,,"Kestra Investment Services, LLC Upper Sandusky OH 1878 E Wyandot Ave",,,Salesforce
11190472,Inactive Investor,Anthony Franco,Senior Wealth Client Associate,"Wells Fargo Clearing Services, LLC Clifton NJ 90 Main Ave",anthony.franco@wellsfargo.com,,Salesforce
11171167,Inactive Investor,Elizabeth Carr,Chief Compliance Officer;Director;Managing Member;Partner,CLG LLC,beth@clgwm.com,,Salesforce
11111989,Inactive Investor,Benjamin Jackson,Financial Advisor,"Pruco Securities, LLC. Huntersville NC 11330 Vanstory Dr",benjamin.jackson@prudential.com,,Salesforce
10830619,Inactive Investor,Irene Nakashima,,Commonwealth Financial Network Kahului HI 360 Hoohana St,irene@commonwealthhawaii.com,,Salesforce
9563192,,Logan Golema,,,logan@ipfm.io,,List import
9559983,,Laura Trea,,,reas44@menity.com,,List import
9557920,,Greggory Lawton,,,greggory.lawton@yahoo.com,,List import
11017928,Inactive Investor,Tyler Harrison,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11104833,Inactive Investor,Christian Pina,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",christian.pina@equitable.com,,Salesforce
10906660,Inactive Investor,Michael Sorenson,Investment Advisor Representative,LPL Financial LLC Carlsbad CA 5927 Balfour Ct,michael.sorenson@lpl.com,,Salesforce
10788029,Inactive Investor,Harry Keppert,,"Avantax Investment Services, Inc. Port Orchard WA 504 Dekalb St",,,Salesforce
10850166,Inactive Investor,Aaron Richards,Financial Advisor,"Ameriprise Financial Services, LLC Naperville IL 184 Shuman Blvd",aaron.s.richards@ampf.com,,Salesforce
11092558,Inactive Investor,Melissa Ringwall,Wealth Strategy Associate,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,melissa.ringwall@ubs.com,,Salesforce
341379,,Eduardo Bodra,Chief Investment Officer Of Macro Strategy,Canvas Capital S.a.,eduardo.bodra@canvascapital.com.br,551-131-859200,Manual List Upload
9623944,,James Hutchins,,,james@northisland.ventures,,List import
10804657,Inactive Investor,Ryan Fleming,,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
9569310,,James -,,,jimgatto@gmail.com,,List import
11003699,Inactive Investor,Harry Saputra,,"Wells Fargo Clearing Services, LLC Belmont CA 1045 Ralston Ave",harry.saputra@wellsfargo.com,,Salesforce
10613946,,Kenneth Sicari,Financial Advisor,,ksicari@financialguide.com,,List Import
10963750,Inactive Investor,Matthew Heinz,Investment Advisor,Fisher Investments,m.heinz@fi.com,,Salesforce
11195889,Inactive Investor,Kieron Flint,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",kieron.flint@ml.com,,Salesforce
9544826,,Susan Screeton,,,susan.screeton@fidelity.com,,List import
230044,,Stephen Culling,,[[Unknown]],steveculling@yahoo.com,,
11163309,Inactive Investor,George Ferguson,,LPL Financial LLC Grand Haven MI 16920 Ferris St,george.ferguson@lpl.com,,Salesforce
10657900,,Erik Campos,,,erik.espinozacampos@chase.com,,List Import
39561,,Steven Barry,,United Planners' Financial Services of America A Limited Partner,slbarry@unitedplanners.com,,
9597058,,Brandon Bray,,,braybrandon90@yahoo.com,,List import
10805595,Inactive Investor,Craig Millett,,"MML Investors Services, LLC Boston MA 280 Congress St",cjmillett@financialguide.com,,Salesforce
10611912,,Andrew Livesay,"Financial Advisor, Portfolio Management Director, Senior Vice President",,andrew.livesay@morganstanley.com,,List Import
10781266,Inactive Investor,Douglas Cooper,Manager,LPL Financial LLC Cincinnati OH Private Residence,douglas.cooper@lpl.com,,Salesforce
10894387,Inactive Investor,Jenna Fass,Client Service Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,jenna.fass@ubs.com,,Salesforce
9581770,,Chad Steinglass,,,steinglass@gmail.com,,List import
11206393,Inactive Investor,Stephen Kowalski,,"Hennion & Walsh, Inc.",skowalski@hennionandwalsh.com,,Salesforce
11108430,Inactive Investor,Erin Anderson,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Director;President,"Atlas Peak Advisors, Inc.",eanderson@atlaspeakadvisors.com,,Salesforce
11146941,Inactive Investor,Amy Corbin,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10915659,Inactive Investor,Ivan Johnson,,LPL Financial LLC Atlanta GA 7000 Central Pkwy,ivan.johnson@lpl.com,,Salesforce
9631982,,Paul Schmidt,,,pschmidt889@hotmail.com,,List import
10990893,Inactive Investor,Tanner O'Connor,,"Northwestern Mutual Investment Services, LLC Marietta OH 4800 State Rte 60",tanner.oconnor@nm.com,,Salesforce
11141126,Inactive Investor,Thomas Meltzer,Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,thomas.meltzer@morganstanley.com,,Salesforce
10960612,Inactive Investor,Gopinath Chandra,,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",gopi.chandra@tfaconnect.com,,Salesforce
11025090,Inactive Investor,Adam Sadowy,,"Wells Fargo Clearing Services, LLC Pleasanton CA 6778 Bernal Ave",,,Salesforce
10873517,Inactive Investor,Mel Piasek,,LifeMark Securities Corp. Pearl River NY 1 Blue Hill Plz,mpiasek@lifemark.com,,Salesforce
11171690,Inactive Investor,Rylee Robinson,,J.P. Morgan Securities LLC Newport Beach CA 1000 Irvine Ave,rylee.robinson@jpmorgan.com,,Salesforce
9631622,,Anmar Jerjees,,,anmarjerjees23@gmail.com,,List import
11206923,Inactive Investor,Lindsey Cameron,Financial Advisor,LPL Financial LLC Oakland ME 46 First Park Dr,lindsey.shupe@lpl.com,,Salesforce
10853648,Inactive Investor,Cristina Prerost,,William Blair,cchinoy@williamblair.com,,Salesforce
11051220,Inactive Investor,Dara Dodds,,"Raymond James & Associates, Inc. Mitchell IN 700 S 9th St",dara.dodds@raymondjames.com,,Salesforce
10947932,Inactive Investor,Jason Grohman,Chief Compliance Officer;Founder;President,PLW Financial,jgrohman@plwfinancial.com,,Salesforce
9618520,,Eduard Sent,,,esent@indabacapital.com,,List import
10915446,Inactive Investor,John McCormick,,"Equitable Advisors, LLC Cherry Hill NJ 210 Lake Dr E",john.mccormick@equitable.com,,Salesforce
11019119,Inactive Investor,Norman Jones,,Key Investment Services LLC East Windsor CT 122A Prospect Hill Dr,norman.jones@key.com,,Salesforce
10861506,Inactive Investor,Mary Olmstead,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
9646124,,andrzej Tarnawski,,,atarnawski@yahoo.com,,List import
11055501,Inactive Investor,Kyle Laughlin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",kyle.laughlin@ml.com,,Salesforce
372247,,Taylor Cable,,United States,cablet@hotmail.com,,Salesforce
10892737,Inactive Investor,Brenda Freeman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9597862,,James Gore,,,jgore@thorinvestment.com,,List import
11067743,Inactive Investor,Lazena Kelly-Andrada,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,lazena.kelly-andrada.g3le@statefarm.com,,Salesforce
10862126,Inactive Investor,Ryan Kimiadi,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,ryan.kimiadi@ubs.com,,Salesforce
11192459,Inactive Investor,Jay Sorgi,,"W&S Brokerage Services, Inc. Wayne PA 460 E Swedesford Rd",,,Salesforce
10856002,Inactive Investor,Marc Thiltgen,Financial Consultant,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",marc.thiltgen@schwab.com,,Salesforce
206566,,Paul Levine,,[Unknown],paul611@optonline.net,7327800727,Paid Search
10833181,Inactive Investor,Daniel Ehrlich,Director - Alternative Investments;Financial Advisor;Managing Director,Morgan Stanley New York NY 399 Park Ave,daniel.ehrlich@morganstanley.com,,Salesforce
11027501,Inactive Investor,Bryan Mcclatchie,Personal Banker,"Fifth Third Securities, Inc. Union KY 9001 US Hwy 42",bryan.mcclatchie@53.com,,Salesforce
9574226,,Eric Richmond,,,eric.richmond@coinsquare.com,,List import
10939646,Inactive Investor,Samuel Laneave,,"Osaic Wealth, Inc. Richmond VA 4905 Dickens Rd",,,Salesforce
10854583,Inactive Investor,Philip Dop,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11060218,Inactive Investor,Weiheng Zhang,Vice President,J.P. Morgan Securities LLC Los Altos CA 199 Main St,claudia.zhang@jpmorgan.com,,Salesforce
11132197,Inactive Investor,Silvana Adesso,,J.P. Morgan Securities LLC Freeport NY 25 S Main St,silvana.adesso@jpmorgan.com,,Salesforce
11069725,Inactive Investor,Guy Gorham,,"American Capital Partners, LLC",,,Salesforce
11006659,Inactive Investor,Debra Magliano,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,dmmagliano@ft.newyorklife.com,,Salesforce
11038152,Inactive Investor,Suzanne Lee Walker,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10827218,Inactive Investor,James Hudock,Manager,LPL Financial LLC Fort Mill SC 360 Kingsley Park Dr,jj.hudock@lpl.com,,Salesforce
11232449,Inactive Investor,Jason Weston,,"Empower Financial Services, Inc Elizabeth CO Private Residence",jason.weston@empower.com,,Salesforce
10886094,Inactive Investor,Harsh Patel,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,harsh.patel@gs.com,,Salesforce
11220247,,Elisabeth Braun-Ward,,,elisabeth.braun-ward@empower.com,,Other
11094731,Inactive Investor,Paul Rohrbaugh,,State Farm VP Management Corp. Tacoma WA 748 Market St,,,Salesforce
9618735,,Anthony Josephson,,,anthony@jsfsd.com,,List import
10947070,Inactive Investor,Tracy Shackelford,Principal;Wealth Management Advisor,"Bleakley Financial Group, LLC Williamsburg VA 1215 S Mount Vernon Ave",tracy.shackelford@bleakley.com,,Salesforce
11089252,Inactive Investor,Philip Loftus,,Edward Jones Chatham NY 15 Dardess Dr,,,Salesforce
11112229,Inactive Investor,Tyler Wansor,,J.P. Morgan Securities LLC Columbus OH 130 N Hamilton Rd,tyler.wansor@jpmorgan.com,,Salesforce
11035411,Inactive Investor,Samuel Stringfellow,,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",,,Salesforce
11173408,Inactive Investor,Jeffrey Gunnels,Branch Leader,"Charles Schwab & Co., Inc. Lafayette LA 500 Settlers Trace Blvd",,,Salesforce
10922355,Inactive Investor,Trina Hanner,Wealth Advisor,OneAscent Financial Services LLC Copley OH Private Residence,trina.hanner@oneascent.com,,Salesforce
10772776,Inactive Investor,Jeffrey Towery,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Boise ID 101 S Capitol Blvd,jeffrey.towery@morganstanley.com,,Salesforce
10831783,Inactive Investor,Jacqueline Beauprez,Chief Compliance Officer;General Counsel;Senior Vice President,D.A. Davidson & Co. Denver CO 1550 Market St,jbeauprez@dadco.com,,Salesforce
10966562,Inactive Investor,David Stefl,Associate Financial Advisor,Schwarz Dygos Wheeler Investment Advisors LLC,stefl@sdwia.com,,Salesforce
10884937,Inactive Investor,Jared Barnecut,,"Stewart Wealth Management, Inc.",jared@stewartwealthmgt.com,,Salesforce
10890268,Inactive Investor,Hilary Wynn,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",hilary.wynn@ml.com,,Salesforce
10883822,Inactive Investor,Kory Bickel,Chief Compliance Officer;Corporate Compliance;Managing Director,"OneAmerica Securities, Inc.",kory.bickel@oneamerica.com,,Salesforce
11036641,Inactive Investor,Ramon Toro,,J.P. Morgan Securities LLC Fort Lauderdale FL 5055 N Dixie Hwy,ramon.toro@jpmorgan.com,,Salesforce
10929128,Inactive Investor,Luis Garza,,State Farm VP Management Corp.,luis.garza.pqi6@statefarm.com,,Salesforce
11264596,Inactive Investor,Romaine Devaul,,ROMAINE B DEVAUL ROTH IRA JPMS LLC CUST,,,Salesforce
105871,,Alex Verbuch,,personal,alex.verbuch@gmail.com,6465095960,
10808536,Inactive Investor,Neil Okeeffe,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",neil.okeeffe@schwab.com,,Salesforce
11151861,Inactive Investor,Rong Xu,,Goldman Sachs & Co.,,,Salesforce
11140766,Inactive Investor,Jason Dalton,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,jdalton@primerica.com,,Salesforce
11001352,Inactive Investor,Spencer Harmon,,"CapFinancial Securities, LLC. Provo UT 13961 S Minuteman Dr",,,Salesforce
10895679,Inactive Investor,Jacob Young,Financial Planner,"Osaic Wealth, Inc. Soquel CA 2425 Porter St",,,Salesforce
11081854,Inactive Investor,Samuel Lam,Financial Advisor;Senior Vice President,"Capitol Securities Management, Inc. Reston VA 12100 Sunset Hills Rd",slam@capitolsecurities.com,,Salesforce
9558078,,Lamont Parker,,,lparker@lifemark.com,,List import
10757815,Inactive Investor,Michael Rosenthal,Financial Advisor,LPL Financial LLC Denver CO 4100 E Mississippi Ave,,,Salesforce
9605383,,Keith Jennings,,,keithjennings@beachinvest.com,,List import
10833580,Inactive Investor,Thornton Barrow,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
10753843,Inactive Investor,Andrew McLaughlin,,"World Investments, Inc. Berlin MD 11042 Nicholas Ln",,,Salesforce
11120301,Inactive Investor,Scott Ginsberg,Financial Professional,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",scott.ginsberg@equitable.com,,Salesforce
10975663,Inactive Investor,Simran Sondhi,,J.P. Morgan Securities LLC Lawrence NY 335 Rockaway Tpke,simran.sondhi@jpmorgan.com,,Salesforce
10613076,,Tomoe Odahara,"Senior Financial Advisor, Senior Vice President",,tomoe_odahara@ml.com,,List Import
11111604,Inactive Investor,Vickie Spears,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11109272,Inactive Investor,Sean Carroll,,Fidelity Brokerage Services LLC Menifee CA Private Residence,sean.carroll@fmr.com,,Salesforce
10788878,Inactive Investor,Richard Cobb,,"Cresap, Inc.",,,Salesforce
207105,,Phil Whatley,,[Unknown],philwhatley@live.com,,
10933002,Inactive Investor,David Stamper,,Cetera Advisor Networks LLC Cary NC Private Residence,,,Salesforce
10981852,Inactive Investor,Andreas Melzer,Investment Consultant,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",drew.melzer@schwab.com,,Salesforce
10488346,,David Silva,,"Concurrent Investment Advisors, LLC",fivesilvas@gmail.com,,List Import
10871570,Inactive Investor,Pamela Espinosa,,"Kestra Investment Services, LLC Albuquerque NM 100 Sun Ave NE",,,Salesforce
10908748,Inactive Investor,Roberto Cespedes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated The Colony TX 4700 State Hwy 121",,,Salesforce
11044031,Inactive Investor,George Lin,Private Wealth Manager,Creative Planning Charlotte NC Private Residence,george.lin@creativeplanning.com,,Salesforce
10997859,Inactive Investor,Nina Wilson,,"U.S. Bancorp Investments, Inc. Ogden UT 2590 Washington Blvd",nina.wilson@usbank.com,,Salesforce
10764050,Inactive Investor,Janet Galusha,Senior Client Associate,"RBC Capital Markets, LLC Portland OR Private Residence",janet.galusha@rbc.com,,Salesforce
9641865,,Jimmy Huang,,,jhuang@primequadrant.com,,List import
11185264,Inactive Investor,Jeffrey Gordon,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Orangevale CA 9407 Madison Ave",jeffrey.s.gordon@wellsfargo.com,,Salesforce
11209075,Inactive Investor,Michael Ross,Founder;President,"Financial Connection, Inc",mross@financialconnectioninc.com,,Salesforce
11043683,Inactive Investor,Joel Bonilla,,J.P. Morgan Securities LLC Orlando FL 12528 S Orange Blossom Trl,joel.bonilla@chase.com,,Salesforce
9572956,,Michael Moore,,,mmoore@goodnow.com,,List import
10909636,Inactive Investor,Michael Doucette,Chief Operating Officer,Kelly Financial Services LLC,michaeldoucette@kellyfinancial.org,,Salesforce
9636437,,John Davis,,,johnd@copperleaffinancial.com,,List import
10909172,Inactive Investor,Cari Smith,,Edward Jones Oroville CA 2010 5th Ave,cari.smith@edwardjones.com,,Salesforce
9620216,,Daniel Nelson,,,amulholland@nelsonsportsdivision.com,,List import
10837109,Inactive Investor,Carla Del Ferraro,Financial Advisor,Edward Jones Las Cruces NM 3530 Foothills Rd,carla.delferraro@edwardjones.com,,Salesforce
11087763,Inactive Investor,Nolan Blair,,Hilltop Securities Inc. Solana Beach CA 777 S Hwy 101,,,Salesforce
214358,,Collin McCune,Deputy Staff Director,House of Reps,collin.mccune@mail.house.gov,,Content
10758274,Inactive Investor,Mark Erlich,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",mark.erlich@ml.com,,Salesforce
1002449,Inactive Investor,SPYC,Research Analyst,Kaleida Health,spyc@kaleidahealth.org, +1 716-859-5600,
10223,,Anurag Uniyal,,Self,anuraguniyal@gmail.com,?(669) 666-9575?,Initial Salesforce Import
9607298,,SIMON SHEN,,,simon.shenjd@gmail.com,,List import
10914532,Inactive Investor,Jesse Dobbie,,"Wells Fargo Clearing Services, LLC Saint Augustine FL 200 Plantation Island Dr S",jesse.dobbie@wellsfargo.com,,Salesforce
11038187,Inactive Investor,Richard Gibbs,,"U.S. Bancorp Investments, Inc. Cheyenne WY 2020 Carey Ave",,,Salesforce
11054156,Inactive Investor,Andrea Kennedy,Private Banking Advisor,Arvest Wealth Management Springdale AR 3858 S Thompson St,atoups@arvest.com,,Salesforce
9640217,,Allison Mazurek,,,allison.mazurek@arcelormittal.com,,List import
9560653,,Edward Harris,,,ed.harris@stryker.com,,List import
10966770,Inactive Investor,Dalen O'Neal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",,,Salesforce
9618186,,John Broderick,,,john.broderick@permitcap.com,,List import
11078673,Inactive Investor,Yazmin Flores,Private Client Investment Associate;Wealth Management Investment Professional,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,yazmin.flores@jpmorgan.com,,Salesforce
11114396,Inactive Investor,Nancy Parrett,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",nancy_parrett@ml.com,,Salesforce
47533,,Matthew Kimmich,Investment Advisor,Fisher Investments,m.kimmich@fi.com,,
11007720,Inactive Investor,Michelle Reyes,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,mreyes07@ft.newyorklife.com,,Salesforce
10789658,Inactive Investor,Sean Whitsitt,Private Banker,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,sean.whitsitt@jpmorgan.com,,Salesforce
10753120,Inactive Investor,John Ryan,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,john.ryan@ubs.com,,Salesforce
10913613,Inactive Investor,Kevin Richardson,,J.P. Morgan Securities LLC New York NY 405 Lexington Ave,kevin.richardson@chase.com,,Salesforce
11173641,Inactive Investor,Randolph Doerr,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denville NJ 125 E Main St",randolph.doerr@ml.com,,Salesforce
9611359,,Daria M,,,daria27.11.97@gmail.com,,List import
10783993,Inactive Investor,Maureen Dowling,,Key Investment Services LLC Fairport NY 6716 Pittsford Palmyra Rd,mdowling@kisinvestments.com,,Salesforce
10855159,Inactive Investor,Glenn Schnell,Financial Advisor,LPL Financial LLC Fairfield OH 765 Nilles Rd,glenn.schnell@lpl.com,,Salesforce
11036124,Inactive Investor,Joseph Giordano,Wealth Advisor,Core Advisory Group Charlotte NC 5960 Fairview Rd,,,Salesforce
10972298,Inactive Investor,Clarissa Locke,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,clarissa.allison@jpmorgan.com,,Salesforce
11008751,Inactive Investor,Andrew Martinez,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,armartinez@ft.newyorklife.com,,Salesforce
11195151,Inactive Investor,Jonathan Dennison,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,jdennison@focusfinancial.com,,Salesforce
11126145,Inactive Investor,Christopher Savastano,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11126594,Inactive Investor,Matthew Stowe,Financial Advisor,Edward Jones Wilmington NC 3610A S College Rd,matthew.stowe@edwardjones.com,,Salesforce
11204357,Inactive Investor,Timothy Nemecek,Financial Advisor,Edward Jones Johnstown OH 55 S Main St,tim.nemecek@edwardjones.com,,Salesforce
11129676,Inactive Investor,Michele Grassano,,Lazard Asset Management Securities LLC,michele.grassano@lazard.com,,Salesforce
11147772,Inactive Investor,Kennedy Reardon,Registered Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",kennedy.reardon@wellsfargo.com,,Salesforce
9645736,,Joseph Arcangelo,,,jma316@georgetown.edu,,List import
10505140,,William Hazel,INSURANCE & INVESTMENT ADVISOR,Hazel Family Agency at Farmers Insurance,whazel1@farmersagent.com,7205269597,List Import
10776117,Inactive Investor,Kevin Cadden,,Deutsche Bank Securities Inc.,,,Salesforce
10785366,Inactive Investor,Jason Tvedt,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Tacoma WA 1145 Broadway,jason.tvedt@ubs.com,,Salesforce
10870606,Inactive Investor,Peter Woodward,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
10770585,Inactive Investor,Jammie Powell,,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",jammie.powell@wellsfargo.com,,Salesforce
10659490,,Maria Ramirez,,,maria.ramirez@primerica.com,,List Import
9609613,,Joseph Roy,,,bobbiejrr@msn.com,,List import
11067588,Inactive Investor,Taylor Williams,Registered Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",taylor.williams2@wellsfargo.com,,Salesforce
10827369,Inactive Investor,Mark Brueggemann,Chief Investment Advisor;President,"Trend Management, Inc.",mbrueggemann@trendmanagementinc.com,,Salesforce
7028644,,no li ema,,,waradox880@wifame.com,,Web Form Fillout
10924534,Inactive Investor,Jordan Delp,,"N.I.S. Financial Services, Inc.",,,Salesforce
10945427,Inactive Investor,Stanley Ehrlich,Chief Executive Officer;President,"S.F. Ehrlich Associates, Inc.",stan@sfehrlich.com,,Salesforce
10646618,,Scott Beckley,,,scott_beckley@ml.com,,List Import
10959433,Inactive Investor,Tara Archer,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",tara.archer@truist.com,,Salesforce
9550294,,Vito Gioiello,,,vgioiello@firstrepublic.com,,List import
10927513,Inactive Investor,Michael Mancino,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11034055,Inactive Investor,Kelly Knight,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
5410742,,tom jack,,,banah15055@covbase.com,,Web Form Fillout
11134202,Inactive Investor,Charles Londa,Alternative Investment Director;Family Wealth Director;Private Wealth Advisor,Morgan Stanley Spring TX 24 Waterway Ave,charles.londa@morganstanley.com,,Salesforce
11124942,Inactive Investor,Janice Tymesen,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Coeur D Alene ID 2100 Northwest Blvd",janice.tymesen@wellsfargoadvisors.com,,Salesforce
119538,,Michael Blair,Analyst,"Porter White Investment Advisors, Inc.",brooks@pwco.com,205-252-3681,Manual List Upload
10895319,Inactive Investor,Alec Birkhold,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",alec.birkhold@schwab.com,,Salesforce
10927215,Inactive Investor,Andriana Nyzio,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10790489,Inactive Investor,Dale Goodmundson,Financial Advisor,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",dale.b.goodmundson@ampf.com,,Salesforce
10754827,Inactive Investor,James Lyon,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,james.lyon@ubs.com,,Salesforce
9619442,,Manu Daftary,,,mdaftary@dgcap.com,,List import
363,,,,,ddsmith004@btinternet.com,,
9613572,,Lo Fong Saeteurn,,,skysaeteurn@yahoo.com,,List import
10932600,Inactive Investor,Nathan Falk,Divisional Manager,PFS Investments Inc. Madison WI 2916 Syene Rd,nathan.falk@primerica.com,,Salesforce
337255,,Joe Doyle,,[Unknown],joe@tokenizz.com,,source
9584610,,Eliot Wickersheimer,,,ewickersheimer@gmail.com,,List import
9631171,,Troy Clark,,,troy@coinfidant.com.com,,List import
11062411,Inactive Investor,James Beatty,Manager,SCS,jim.beatty@northwestscs.com,,Salesforce
10820659,Inactive Investor,Craig Marson,Chief Compliance Officer;Director - Financial Planning;Principal,"5C Capital Management, LLC",cmarson@5cwealth.com,,Salesforce
11141203,Inactive Investor,Dale Siligmueller,Chief Compliance Officer;Founder;Managing Member;Partner,Siligmueller & Norvid Wealth Advisors LLC,,,Salesforce
10489139,,Destinee Dehart,"Associate Financial Advisor, Financial Planning Assistant","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",destinee.dehart@ampf.com,469-865-1065,List Import
11111773,Inactive Investor,Zachary Woodring,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,zachary.woodring@fmr.com,,Salesforce
11007536,Inactive Investor,Tyler Tilton,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10958598,Inactive Investor,Gina Holje,,"Ameriprise Financial Services, LLC",,,Salesforce
11150598,Inactive Investor,Samayita Das,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10815912,Inactive Investor,Andrew Norolahi,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 6725 Mesa Ridge Rd",andrew.a.norolahi@ampf.com,,Salesforce
10929893,Inactive Investor,Paul Carlson,Financial Advisor,Financial Advocates Investment Management Canby OR 266 NW 1st Ave,pcarlson@financialadvocates.com,,Salesforce
1002355,Inactive Investor,Daniel Steele,Director of Research,Boston University,dts@bu.edu,(617) 353-2290,
10963279,Inactive Investor,Simone Lopes,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,simone.a.lopes@jpmorgan.com,,Salesforce
11102009,Inactive Investor,Brian Latta,,"Principal Securities, Inc.",latta.brian@principal.com,,Salesforce
11191385,Inactive Investor,Dustin Mundorf,Principal Advisor,Brookstone Capital Management LLC New Braunfels TX 2115 Stephens Pl,,,Salesforce
9640751,,Jenny Lee,,,jennylee.pgroup@gmail.com,,List import
9541831,,William Martinez,,,w.m.martinez8686@gmail.com,,List import
9597320,,Tracy Mcmahon,,,tem@hmpayson.com,,List import
10612245,,Michael Gebhard,"Executive Vice President - Wealth Management, Financial Advisor",,mgebhard@janney.com,,List Import
10853532,Inactive Investor,Steven McCartney,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,steven.mccartney@fmr.com,,Salesforce
10969676,Inactive Investor,Jose Rangel,,"Frost Brokerage Services, Inc. Houston TX 5925 Kirby Dr",jose.rangel@frostbank.com,,Salesforce
10825288,Inactive Investor,Christopher Decker,,"Raymond James Financial Services, Inc. Grand Rapids MI 741 E Beltline Ave NE",christopher.decker@raymondjames.com,,Salesforce
10757434,Inactive Investor,Carl Benedict,Owner;President,Benedict Financial Planning,,,Salesforce
9630547,,M Alkhdar,,,mrkhuder@gmail.com,,List import
11260629,Inactive Investor,Matthew Hess,,"MML Investors Services, LLC Nescopeck PA Private Residence",,,Salesforce
10926841,Inactive Investor,Barbara Wooden,Financial Representative,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,barbara.wooden@primerica.com,,Salesforce
10770258,Inactive Investor,Michael Tokmazeysky,Financial Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",michael.m.tokmazeysky@ampf.com,,Salesforce
9570403,,James Barton,,,jbenbarton@fscadvisor.com,,List import
11261210,Inactive Investor,Kyle Rioboli,Director - Investments;Director - Trading,"Oakmont Capital Management, LLC",krioboli@oakmontcap.com,,Salesforce
10824596,Inactive Investor,Kenneth Meixner,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mankato MN 112 S Riverfront Dr",kenneth.j.meixner@stifel.com,,Salesforce
352859,,luisa pires,Crypto Analyst,levante,luisarpires96@gmail.com,,Event
11044387,Inactive Investor,Christopher Phalon,Financial Advisor,Edward Jones Naperville IL 2720 Hassert Blvd,chris.phalon@edwardjones.com,,Salesforce
9595392,,Russ Koesterich,,,russ.koesterich@blackrock.com,,List import
10833883,Inactive Investor,Jason Forsythe,Financial Advisor,Wealthcare Advisory Partners LLC Downingtown PA 255 W Uwchlan Ave,,,Salesforce
9556155,,George Giaglis,,,giaglis.g@unic.ac.cy,,List import
10996954,Inactive Investor,Kristen Watson,,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",,,Salesforce
10965568,Inactive Investor,Nicholas Cissone,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norristown PA 20 E Germantown Pike",nicholas.cissone@ml.com,,Salesforce
11142088,Inactive Investor,Keith Johnson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10756141,Inactive Investor,Weston Weller,Financial Advisor,Edward Jones Olympia WA 324 W Bay Dr NW,wes.weller@edwardjones.com,,Salesforce
10926813,Inactive Investor,Joseph Marsh,Chief Compliance Officer;Corporate Secretary;Managing Partner;President;Shareholder,"Marsh Advisors, Inc",,,Salesforce
180017,,Jose Iglesias,,[Unknown],jpiglesias20@gmail.com,,Paid Social
9645914,,Reynaldo Trevino,,,rey.trevino@outlook.com,,List import
11094179,Inactive Investor,Amelia Strutz,,PFS Investments Inc. San Jose CA 3031 Tisch Way,amelia.strutz@primerica.com,,Salesforce
10984125,Inactive Investor,Brian McLeod,Chief Compliance Officer;Managing Partner;Partner,BWB Advisory Group,bmcleod@bwb.cpa,,Salesforce
10868746,Inactive Investor,Mark Goetz,,"Ark Advisors, LLC",,,Salesforce
10966709,Inactive Investor,Keith Raymond,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",keith.raymond@truist.com,,Salesforce
10752793,Inactive Investor,Michael Berreau,,Thrivent Investment Management Inc. Benson MN 218 1/2 14th St S,michael.berreau@thrivent.com,,Salesforce
11137615,Inactive Investor,David McElroy,Member,"RiskBridge Advisors, LLC",,,Salesforce
9625908,,Kyle Hamill,,,emailkjh@gmail.com,,List import
348456,,Stephen English,Director,Fnb Wealth Management,englishs@fnb-corp.com,855-688-0001,Manual List Upload
229617,, -,,[[Unknown]],thaddhilson@gmail.com,,
236606,, -,,[[Unknown]],bolivarsimon251@gmail.com,,
9551610,,Anthony Lesoismier,,,a.lesoismier@gmail.com,,List import
10884058,Inactive Investor,Christos Kyros,Financial Advisor,"MPS-Loria Financial Planners, LLC",ckyros@mpsloria.com,,Salesforce
372225,,David Wilhelm,,[Unknown],wilhelmcompany@gmail.com,,Salesforce
10779976,Inactive Investor,Michael McCormack,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",michael.mccormack_jr@ml.com,,Salesforce
10837470,Inactive Investor,Otto Ray,,"CFD Investments, Inc. Martinsville IN 1589 Burton Ln",otto.ray@cfdinvestments.com,,Salesforce
11229868,Inactive Investor,Michael Link,,"First Command Brokerage Services, Inc. Roseville CA 2267 Lava Ridge Ct",,,Salesforce
11120098,Inactive Investor,Jonathan Clark,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",,,Salesforce
370567,,Jeffrey Miller,,[Unknown],drmiller@springwellhealth.com,,Salesforce
9558634,,Chad Alevras,,,chad.alevras@lfg.com,,List import
10796316,Inactive Investor,Paul Sauerbrunn,Financial Advisor,LPL Financial LLC Woburn MA 10 Cedar St,psauerbrunn@lpl.com,,Salesforce
11087893,Inactive Investor,Anthony Patrizzi,,"Northwestern Mutual Investment Services, LLC Ridgeland MS 210 Draperton Ct",chase.patrizzi@nm.com,,Salesforce
10827688,Inactive Investor,David Warren,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,david.warren@ubs.com,,Salesforce
347140,,Sharon Kluesner,"Vice President, Secretary, Director","Heacock & Jones Financial Services, Inc.",skluesner@heacockjones.com,563-585-1400,Manual List Upload
10857953,Inactive Investor,Adam Cadwell,Financial Advisor,Edward Jones ONeill NE 314 E Douglas St,adam.cadwell@edwardjones.com,,Salesforce
10924423,Inactive Investor,Lester Reed,,Stonex Securities Inc. Newport News VA Private Residence,lester.reed@saswealth.com,,Salesforce
9638856,,Mike Hall,,,hallmj@stifel.com,,List import
11080231,Inactive Investor,Daniel Dornseif,,Edward Jones Edinburg TX Private Residence,,,Salesforce
11000843,Inactive Investor,Christian Serrano,,State Farm VP Management Corp. Rowlett TX 6909 Rowlett Rd,christianserrano@statefarm.com,,Salesforce
11157701,Inactive Investor,Dennis Tidmore,Investment Advisor Representative;President,Tidmore Retirement Planning Specialists,dennis@dennistidmore.com,,Salesforce
10790047,Inactive Investor,Mark Vergenes,,Cetera Advisor Networks LLC Lancaster PA 8 N Queen St,vergenesm@ceteranetworks.com,,Salesforce
11210871,Inactive Investor,Spencer Carpenter,,"Truist Investment Services, Inc. West Palm Beach FL 540 Village Blvd",spencer.carpenter@truist.com,,Salesforce
10964446,Inactive Investor,Constanza Davalos Veitia,,Itau International Securities Inc.,,,Salesforce
333162,,Lee Caleshu,,Hamilton Capital,ljc@hamiltoncapital.com,,
10612577,,Anthony Ghiglieri,Financial Advisor,,anthony.ghiglieri@ampf.com,,List Import
10791165,Inactive Investor,Robert Juday,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,douglas.juday@fmr.com,,Salesforce
10967763,Inactive Investor,Thomas Regan,Investment Consultant,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",,,Salesforce
10788276,Inactive Investor,Darren Ewaska,Financial Advisor,LPL Financial LLC Chardon OH Private Residence,darren.ewaska@lpl.com,,Salesforce
11083815,Inactive Investor,John Shaffer,,Goldman Sachs & Co.,,,Salesforce
10930127,Inactive Investor,Adam Gilson,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",adam.gilson@nm.com,,Salesforce
9628750,,Andrew Beehag,,,abeehag@gmail.com,,List import
11077782,Inactive Investor,Eric McMahon,,"Raymond James Financial Services, Inc. Oakdale PA 2 Union Ave",eric.mcmahon@raymondjames.com,,Salesforce
9592740,,Robert Theryoung,,,rtheryoung@gmail.com,,List import
11170690,Inactive Investor,Mary Hagan,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",mary.hagan@truist.com,,Salesforce
11123032,Inactive Investor,Sofia Manashirov,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,sofia.manashirov@jpmorgan.com,,Salesforce
11197865,Inactive Investor,Jeremy Caraisco,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",jeremy.caraisco@nm.com,,Salesforce
11197812,Inactive Investor,Kimberly Short,Client Advisor,"Raymond James & Associates, Inc. New York NY 1 World Financial Ctr",kimberly.short@alexbrown.com,,Salesforce
11105166,Inactive Investor,Alyssa Tropea,Financial Advisor Trainee,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",alyssa.tropea@raymondjames.com,,Salesforce
10613190,,Jeffrey Wang,"Senior Financial Advisor, Senior Vice President",,jwang27@ml.com,,List Import
344212,, -,,[[Unknown]],todd@thesetters.com,,
10851157,Inactive Investor,Kurt Kost,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",kurt.kost@rbc.com,,Salesforce
10946995,Inactive Investor,Scott Allen,Partner;Retirement Planning Specialist,"Equitable Advisors, LLC Asheboro NC 350 N Cox St",scott.allen@equitable.com,,Salesforce
230374,, -,,[[Unknown]],cybermutt2@gmail.com,,
6770597,,Timothy Wood,,,woodtimothy900@gmail.com,,Web Form Fillout
10789178,Inactive Investor,Gregory Springfield,Senior Vice President,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",gregory.springfield@voya.com,,Salesforce
10752736,Inactive Investor,Phillip Kostantas,Financial Advisor,"Wells Fargo Clearing Services, LLC Vero Beach FL 3545 Ocean Dr",phillip.kostantas@wellsfargoadvisors.com,,Salesforce
11139631,Inactive Investor,Matthew Crossman,Financial Advisor,"Ameriprise Financial Services, LLC East Syracuse NY 5700 Commons Park",matthew.crossman@ampf.com,,Salesforce
10939086,Inactive Investor,David McGonagill,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9576304,,Anthony Palasota,,,anthony.palasota@fidelity.com,,List import
10974478,Inactive Investor,Krystle Young,,LPL Financial LLC San Diego CA 4707 Executive Dr,krystle.young@lpl.com,,Salesforce
9629081,,Mark Adams,,,markadams77@gmail.com,,List import
9592250,,Kanad Banerjee,,,kanban@gmail.com,,List import
11177042,Inactive Investor,Sally Maloney,Financial Advisor,Edward Jones Franklin KY 113 W Cedar St,sally.maloney@edwardjones.com,,Salesforce
10977936,Inactive Investor,Nina Takebe,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10790343,Inactive Investor,Stuart Abrams,Financial Advisor,"Tyler-Stone Wealth Management, LLC",stuart.abrams@tyler-stone.com,,Salesforce
333184,,Bob Maglio,,Webster Bank,rmaglio@websterbank.com,,
11232423,Inactive Investor,Tanjenika Williams,,PFS Investments Inc. Tinley Park IL 7851 185th St,,,Salesforce
9626326,,Michael Morgan,,,morgan9261980@gmail.com,,List import
10616384,,Brent Sheets,,,brent.sheets@citigroup.com,,List Import
10871518,Inactive Investor,Nicholas Miller,,Country Capital Management Company O Fallon IL 1603 W Hwy 50,nick.miller@countryfinancial.com,,Salesforce
10953230,Inactive Investor,Lauren Vieth,,"Empower Financial Services, Inc Madison WI 5325 Wall St",lauren.vieth@empower.com,,Salesforce
11152460,Inactive Investor,Chad Zimmerman,,Commonwealth Financial Network West Fargo ND 3250 Oak Ridge Loop E,czimmerman@commonwealth.com,,Salesforce
10648332,,William Besfer,,,william.besfer@fmr.com,,List Import
10960208,Inactive Investor,Angelina Shtivelman,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,angelina.shtivelman@jpmorgan.com,,Salesforce
11074208,Inactive Investor,Christopher Herrmann,Wealth Advisor,Legacy Wealth Management,cherrmann@legacywealth.life,,Salesforce
343884,,Alan Goodson,Director,Abrdn Inc.,alan.goodson@aberdeen-asset.com,215-405-5700,Manual List Upload
9571260,,Andrej Glavnik,,,andrej.glavnik.ag@gmail.com,,List import
11002817,Inactive Investor,Edward Quintero,,J.P. Morgan Securities LLC Wake Forest NC 11065 Ligon Mill Rd,edward.e.quintero@chase.com,,Salesforce
9613618,,Eric Orsbon,,,ericorsbon@gmail.com,,List import
10936991,Inactive Investor,David Moscardelli,Financial Advisor,Edward Jones Mount Pleasant MI 405 S Mission St,david.moscardelli@edwardjones.com,,Salesforce
11090078,Inactive Investor,Jan Tribler,,"Cambridge Investment Research, Inc. Honolulu HI 1600 Kapiolani Blvd",,,Salesforce
10788867,Inactive Investor,James Terschluse,,Huntleigh Securities Corporation Belleville IL 23 Public Sq,jterschluse@hntlgh.com,,Salesforce
11188964,Inactive Investor,Peter Riskind,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",peter.riskind@ml.com,,Salesforce
10953740,Inactive Investor,John Grant,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
234349,, -,,[[Unknown]],the.usows@gmail.com,,Organic Search
9548276,,Peter Flora,,,pflora@aicinvest.com,,List import
9630496,,Tom Bod,,,tomthebod@yahoo.com,,List import
10605926,,Wayne Keyes,,,wkeyes3@gmail.com,,Web Form Fillout
10810696,Inactive Investor,Larry Swaney,,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 3110 Edwards Mill Rd",larry.swaney@wellsfargoadvisors.com,,Salesforce
11140556,Inactive Investor,David Lerner,Resident Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Miami FL 9100 S Dadeland Blvd",david.lerner@raymondjames.com,,Salesforce
9644443,,john masterson,,,breckm@optonline.net,,List import
9567636,,Brian Coneeny,,,bconeeny@coneenyinvestment.com,,List import
9621057,,Desiree Morris,,,deemorris02@yahoo.com,,List import
10984493,Inactive Investor,Saul Marino,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11155356,Inactive Investor,Anthony Anderson,Financial Advisor,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",anthony.anderson@raymondjames.com,,Salesforce
11156216,Inactive Investor,Joshua Long,Financial Advisor,Davenport & Company LLC Kilmarnock VA 141 Technology Park Dr,jlong@investdavenport.com,,Salesforce
10950020,Inactive Investor,Suzanne Hart,Financial Advisor,LPL Financial LLC Ontario CA 701 N Haven Ave,suzanne.hart@lpl.com,,Salesforce
10852646,Inactive Investor,Suzanne Wiley,Financial Advisor,Edward Jones Garner NC 100 Professional Ct,suzanne.wiley@edwardjones.com,,Salesforce
6458,,Neil Armstrong,,NASA,moondude@gmail.com,,Advertising
10943850,Inactive Investor,Alexander Gould,,Goldman Sachs & Co.,,,Salesforce
11184737,Inactive Investor,Richard Greenberg,,State Farm VP Management Corp.,rick.greenberg.ud12@statefarm.com,,Salesforce
9572084,,Heather Warren,,,hwarren@johnlockecap.com,,List import
204236,,Chase Cawyer,"Member, Wealth Management Advisor","Navigo Wealth Management, LLC",ccawyer@navigowealth.com,281-201-3688,
10781561,Inactive Investor,Jean Wiegner,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",jean_m_wiegner@ml.com,,Salesforce
11143667,Inactive Investor,Eugene Smith,Financial Advisor;Managing Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. Winston Salem NC 380 Knollwood St,gray.smith@opco.com,,Salesforce
11073926,Inactive Investor,Joseph Durney,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wilmington DE 1013 Centre Rd",joseph.durney@wfafinet.com,,Salesforce
10886191,Inactive Investor,Samuel Burton,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,samuel.burton@fidelity.com,,Salesforce
11186663,Inactive Investor,Andrew Dadisman,Division Leader;Regional Leader,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,adadisman@primerica.com,,Salesforce
10764183,Inactive Investor,Shao Te,,Morgan Stanley Palo Alto CA 245 Lytton Ave,shao.te@morganstanley.com,,Salesforce
10802825,Inactive Investor,Drew Roggenburk,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",drew.roggenburk@rbc.com,,Salesforce
10952362,Inactive Investor,Saviour Delavoe,,PFS Investments Inc. Fort Lauderdale FL 3800 Inverrary Blvd,saviour.delavoe@primerica.com,,Salesforce
11193393,Inactive Investor,Eric Sigdestad,Chief Executive Officer;Financial Advisor;Regulatory Contact,"SimpliFi, Inc.",eric@retiremeasap.com,,Salesforce
10823352,Inactive Investor,Cary Schwartz,Chief Executive Officer;Chief Investment Officer;President,"Blackhill Capital, Inc",carys@blackhillcapital.com,,Salesforce
10944773,Inactive Investor,Donald Vear,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,dvear@ft.newyorklife.com,,Salesforce
10901101,Inactive Investor,Stephen Bernard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10876977,Inactive Investor,Zachary Cherocci,,L.M. Kohn & Company Troy MI 2150 Butterfield Dr,,,Salesforce
11093919,Inactive Investor,Jeremiah Hipo,Associate,Edward Jones Forney TX 425 Pinson Rd,,,Salesforce
11018047,Inactive Investor,Jack Fox,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",jack.fox@nm.com,,Salesforce
9598047,,Hector Rivera,,,biohaz34@aol.com,,List import
10960825,Inactive Investor,Les Miller,,LPL Financial LLC Hailey ID Private Residence,les.miller@lpl.com,,Salesforce
11175732,Inactive Investor,Donna Dibiasio,,"Equity Services, Inc. Warwick RI Private Residence",dibiasio_donna@nlvmail.com,,Salesforce
11157602,Inactive Investor,Preston Blackman,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",preston.blackman@schwab.com,,Salesforce
10780253,Inactive Investor,Regan Mueller,Executive Director;Family Wealth Director;Financial Advisor;Financial Planning Specialist;Lending Specialist,Morgan Stanley Seattle WA 601 Union St,regan.mueller@morganstanley.com,,Salesforce
11180469,Inactive Investor,Teresa Killen,,"W&S Brokerage Services, Inc. Russell KY 1441 Diederich Blvd",teresa.killen@wslife.com,,Salesforce
10929935,Inactive Investor,Jeffrey Todd,,"Osaic Wealth, Inc. Lombard IL 470 Arboretum Dr",,,Salesforce
10843115,Inactive Investor,Tamara Kraig,Chief Compliance Officer;Co-Founder;General Partner,Bruce A. Kraig Associates,tkraig@kraiginvestmentmanagement.com,,Salesforce
9545869,,John Gragg,,,jwgragg2002@gmail.com,,List import
10916426,Inactive Investor,Kenneth Jackson,Financial Advisor,Edward Jones Pinckney MI 9551 Chilson Cmns,kenneth.jackson@edwardjones.com,,Salesforce
11097722,Inactive Investor,Nicholas Steen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9592452,,Ron McMurray,,,stargalaxie49@gmail.com,,List import
11238599,Inactive Investor,Joanne Kudrna,,Granite Partners,joanne@granite.com,,Salesforce
11167938,Inactive Investor,Judy Lee,Financial Advisor;Senior Vice President - Investments;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,judyyc.lee@ubs.com,,Salesforce
10834229,Inactive Investor,David Henry,Wealth Advisor,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,david.henry@thrivent.com,,Salesforce
10971843,Inactive Investor,Spyro Athanasoulias,,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",sathanasoulias@nationallife.com,,Salesforce
11111740,Inactive Investor,Brett Feldman,,LPL Financial LLC Horsham PA 200 Gibraltar Rd,brett.feldman@lpl.com,,Salesforce
10792773,Inactive Investor,Terry Goheen,,"Southeast Investments, N.C., Inc.",,,Salesforce
10771300,Inactive Investor,Allison Davis,Financial Advisor,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",allison.davis@raymondjames.com,,Salesforce
10909366,Inactive Investor,Thomas Bascom,,LPL Financial LLC Somersworth NH 32 Market St,thomas.bascom@lpl.com,,Salesforce
11089140,Inactive Investor,Henry Berkley,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,henry.berkley@ubs.com,,Salesforce
10812744,Inactive Investor,Kamran Mahmood,Private Client Advisor,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,kamran.x.mahmood@chase.com,,Salesforce
9592726,,Karen Anderson,,,kanderson@appletongrouponline.com,,List Import
11147763,Inactive Investor,Christopher Stein,,Cetera Advisor Networks LLC Lynnwood WA 16521 13th Ave W,,,Salesforce
11064516,Inactive Investor,Benjamin Siewert,Financial Advisor,Edward Jones Monroe Township NJ 1 Rossmoor Dr,ben.siewert@edwardjones.com,,Salesforce
10959800,Inactive Investor,Kathryn Neff,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,,,Salesforce
9586805,,Cathy Thomas,,,cthomas@trianglesecurities.com,,List import
10816646,Inactive Investor,Anthony Spizzo,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",anthony.j.spizzo@ampf.com,,Salesforce
10489305,,Christopher Offner,,"Wells Fargo Advisors Financial Network, LLC Plano TX 5560 Tennyson Pkwy",aoffs@hotmail.com,,List Import
10882811,Inactive Investor,Susan Dorsey,,"Cambridge Investment Research, Inc. Pittsfield MA 66 West St",,,Salesforce
9553899,,Kraison Sarayam,,,sarayam180731@gmail.com,,List import
9638957,,Chris Dewitt,,,chris@lsprf.com,,List import
10925276,Inactive Investor,Erika Ibarra,Client Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11114754,Inactive Investor,Charles Hawkins,,"MML Investors Services, LLC Gulfport MS 1109 Cowan Rd",,,Salesforce
10796282,Inactive Investor,James Howell,Senior Consultant;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",david_howell@ml.com,,Salesforce
10846637,Inactive Investor,Carla Leslie,Member,Meadow Lake Capital LLC,,,Salesforce
10887255,Inactive Investor,Blake Parrish,Portfolio Manager;Senior Vice President,"B P Financial Associates, LLC.",blake@bpfinancialassoc.com,,Salesforce
10901143,Inactive Investor,Daniel Metzman,,HSBC Securities (USA) Inc.,,,Salesforce
11035536,Inactive Investor,Vincent Hulme,Financial Professional,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",vincent.hulme@equitable.com,,Salesforce
10819626,Inactive Investor,Muhammed Cam,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",,,Salesforce
11105924,Inactive Investor,Antoinetta Harvey-Mcfadden,,PFS Investments Inc. Bloomingdale IL 185 E Lake St,amcfaanto@primerica.com,,Salesforce
10920077,Inactive Investor,James Minor,Chief Compliance Officer;President,Red Oak Capital Advisors Fuquay Varina NC 1001 Procure St,jimminor@ballminorcpa.com,,Salesforce
10838357,Inactive Investor,Israel Piterman,,NYLIFE Securities LLC Bellmore NY Private Residence,ipiterman@ft.newyorklife.com,,Salesforce
9554521,,Scott Birmingham,,,scott@amrfinancial.com,,List import
10754503,Inactive Investor,Frank Wu,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",frank.wu@wellsfargoadvisors.com,,Salesforce
10972567,Inactive Investor,Madelin Darby,,"Principal Securities, Inc.",,,Salesforce
10883423,Inactive Investor,Amber Papier,,"Ameriprise Financial Services, LLC Pasadena CA 462 S Marengo Ave",amber.papier@ampf.com,,Salesforce
205276,,John Flaherty,,"Securities America Advisors, Inc.",john.flaherty@securitiesamerica.com,312-341-0170,
10794252,Inactive Investor,Andrew Herbst,,Edward Jones Saint Louis MO 12300 Old Tesson Rd,andrew.herbst@edwardjones.com,,Salesforce
10963658,Inactive Investor,Leah Sussman,Member,Fortune Capital Management LLC,,,Salesforce
9641448,,Ted Sego,,,ted.sego@pointfg.com,,List import
10857419,Inactive Investor,Adam Maske,Financial Advisor,Morgan Stanley Cedar Rapids IA 600 3rd Ave SE,adam.maske@morganstanley.com,,Salesforce
10973421,Inactive Investor,Giuliana Young,,Jefferies LLC,gyoung@jefferies.com,,Salesforce
10858804,Inactive Investor,Gregory Bowman,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Lufkin TX 5030 Champions Dr",greg.bowman@rbc.com,,Salesforce
11125539,Inactive Investor,Eugene Valentine,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",eugene_valentine@ml.com,,Salesforce
11121492,Inactive Investor,Victoria Ramirez,Senior Client Associate,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,vramirez@rwbaird.com,,Salesforce
10934557,Inactive Investor,Joseph Martinez,,"Raymond James Financial Services, Inc. Nashville TN 20 Burton Hills Blvd",joseph.martinez@raymondjames.com,,Salesforce
11126044,Inactive Investor,Raquel Eaton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",raquel.eaton@tiaa.org,,Salesforce
9583520,,Elden Brooks,,,e.brooks@fi.com,,List import
10487282,,Clayton Young,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",clayyoung21@ml.com,,List Import
11057272,Inactive Investor,Yan Agrachev,Financial Consultant,Santander Securities LLC Florham Park NJ 200 Park Ave,yan.agrachev@santanderinvestments.com,,Salesforce
10647837,,Connie Terrell,,,cterrell@assetstrategiesgroupllc.com,,List Import
10825070,Inactive Investor,Peter Thorne,Associate Vice President;Financial Advisor,Morgan Stanley Red Bank NJ 20 Linden Pl,peter.thorne@morganstanley.com,,Salesforce
49085,,Jeremy Moe,"Financial Consultant, Lead Financial Consultant",Thrivent Investment Management Inc.,jeremy.moe@thrivent.com,651-493-8883,
10871196,Inactive Investor,Tara Walker,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,tara.walker@fmr.com,,Salesforce
9557468,,Jeremy Frazer,,,jfrazer@williamblair.com,,List import
11187267,Inactive Investor,David Chlus,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Utica NY 106 Business Park Dr,david.m.chlus@morganstanley.com,,Salesforce
9604497,,Richard Ide,,,dickide@gmail.com,,List import
11037561,Inactive Investor,Marc Hebert,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11178966,Inactive Investor,Mark Spivack,,"MML Investors Services, LLC New York NY 200 Park Ave",,,Salesforce
11162621,Inactive Investor,Bryan Otero Gilmer,,Morgan Stanley,,,Salesforce
11037857,Inactive Investor,Joseph Bray,Associate Financial Planner,Miner Wealth Management,,,Salesforce
10967981,Inactive Investor,Michelle Reynolds,,LPL Financial LLC Austin TX Private Residence,michelle.reynolds@lpl.com,,Salesforce
10790181,Inactive Investor,Neal Roehrs,,"Wells Fargo Advisors Financial Network, LLC Lincoln NE 5950 Vandervoort Dr",neal.roehrs@wfafinet.com,,Salesforce
11072451,Inactive Investor,Jeremy Neis,Investment Advisor Representative,Retirement Evolutions Wealth Management LLC,,,Salesforce
11178431,Inactive Investor,Benjamin Gregory,,J.P. Morgan Securities LLC Glendale AZ 3880 W Happy Valley Rd,benjamin.a.gregory@jpmorgan.com,,Salesforce
10927782,Inactive Investor,Beth Donnelly,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
9549495,,Nicholas Rifino,,,nrifino@cerberuscapital.com,,List import
11154829,Inactive Investor,Rahul Kodali,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,rkodali@rwbaird.com,,Salesforce
10877243,Inactive Investor,Ryan Roche,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,ryan.roche@fmr.com,,Salesforce
11172295,Inactive Investor,John Fraser,Financial Advisor,"Ameriprise Financial Services, LLC Staten Island NY 2025 Richmond Ave",john.fraser@ampf.com,,Salesforce
10867850,Inactive Investor,Tilda Howard,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,tilda.hazlett@primerica.com,,Salesforce
1005382,Inactive Investor,Richard Galaxy Digital Trading Cayman LLC,,Richard Kim,rkmjcharpb@gmail.com,,3rd Party Lead Gen
10603692,,Jerry Szilagyi,"Chief Executive Officer, President, Regulatory Contact","Rational Advisors, Inc.",jerrys@rationalmf.com,,List Import
11076532,Inactive Investor,Benjamin Vandenberghe,,"Osaic Wealth, Inc. Fort Wayne IN 6920 Pointe Inverness Way",,,Salesforce
10995168,Inactive Investor,Minghe Zhou,,Cetera Investment Services LLC San Mateo CA 27 E 4th Ave,,,Salesforce
11191151,Inactive Investor,Daniel Shapiro,,"Pensionmark Securities, LLC Coconut Grove FL Private Residence",,,Salesforce
9547053,,faiz deab,,,faiz.deab7@gmail.com,,List import
9583940,,miles yano,,,milesyano@gmail.com,,List import
10844696,Inactive Investor,Michael Levine,,Park Avenue Securities LLC Jericho NY 50 Jericho Quadrangle,michael_levine@glic.com,,Salesforce
10994889,Inactive Investor,Mark Holdwick,Financial Planner;Regulatory Contact,"The Monitor Group, Inc.",mark@themonitorgroup.net,,Salesforce
117620,,Scott Steiner,,Calamos Wealth Management LLC,ssteiner@calamos.com,630-245-7200,
368250,,Sakti Mahanty,CEO,,saktim@gmail.com,6263995118,Webinar
10978358,Inactive Investor,Peter Portanova,,"Bankers Life Securities, Inc. Hauppauge NY 1393 Veterans Hwy",peter.portanova@bankerslife.com,,Salesforce
10966939,Inactive Investor,John Wetzel,Senior Client Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10922574,Inactive Investor,Matthew Smith,Chief Compliance Officer;Chief Investment Officer,"South Carolina Wealth Management Group, LLC",matthew@scwealth.com,,Salesforce
9613969,,H W,,,xxmii666@gmail.com,,List import
11038844,Inactive Investor,Caleb Sams,Financial Advisor,Commonwealth Financial Network Brentwood TN 5409 Maryland Way,csams@commonwealth.com,,Salesforce
10614963,,Suzanne Lengyel,"Financial Advisor, Vice President",,suzanne.lengyel@morganstanley.com,,List Import
11136868,Inactive Investor,Gregory Bielat,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,gregory.bielat@ubs.com,,Salesforce
11219235,,James Judd,,,djudd@vanfin.com,,Other
10929923,Inactive Investor,Damon Drew,Financial Advisor,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",emailaddressdamon.drew@prudential.com,,Salesforce
11028820,Inactive Investor,Nathan Smith,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9606188,,George Tsafalas,,,gtsafalas@icloud.com,,List import
10835936,Inactive Investor,Gregory Gilbert,,Infinity Financial Services,,,Salesforce
10794599,Inactive Investor,Nicholas Catania,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,nicholas.catania@ubs.com,,Salesforce
11254886,Inactive Investor,Katherine Van Wyngarden,Enrolled Agent;Financial Associate,Atwood Financial Planning LLC Pullman WA Private Residence,,,Salesforce
9586902,,Michael Hines,,,mhines@cpcadvisors.com,,List import
10806269,Inactive Investor,Abigail Daniels,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",,,Salesforce
343239,,Bryan Baum,Member,K5 Global Advisor Llc,bbaum@k5global.com,305-206-8533,Manual List Upload
11261531,,Pascal Bonnet,,,pascalbonnet978@gmail.com,,Web Form Fillout
10931348,Inactive Investor,Thomas McNeill,,"U.S. Bancorp Investments, Inc. Colorado Springs CO 6 S Tejon St",,,Salesforce
11219191,,Denise Caruso,,,denise.caruso@gardnerlewis.com,,Other
11104595,Inactive Investor,Rotan Johnson,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,rjohnson.uxua7@primerica.com,,Salesforce
10481429,,Hamzah Corporation,,,rizkikhoirudin46@gmail.com,,Web Form Fillout
11204249,Inactive Investor,Maria Solomon,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
3624126,,Saeed Refey,,,saeedrefey22@gmail.com,,Web Form Fillout
10803388,Inactive Investor,Cary Moskowitz,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,cary.moskowitz@ubs.com,,Salesforce
10777086,Inactive Investor,Hilary Vandam,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",hilary.vandam@ml.com,,Salesforce
11046641,Inactive Investor,Lucas Rameaka,,Thornburg Securities Corporation,lrameaka@thornburg.com,,Salesforce
10947636,Inactive Investor,Cynthia Blank,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9566600,,Todd Simpson,,,liltod9mm@gmail.com,,List import
10848404,Inactive Investor,Charles Kreitler,Chief Compliance Officer;Managing Member;President;Wealth Manager,Kreitler Financial LLC,charles.kreitler@kreitlerfinancial.com,,Salesforce
10606758,,David Sommo,"Financial Advisor, Supervision Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",david.w.sommo@ml.com,631-944-9656,List Import
11113749,Inactive Investor,Michael Peterson,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
11070379,Inactive Investor,Elijah Fowler,Associate Financial Advisor,"Sound Financial, LLC",elijah_fowler@sfgwa.com,,Salesforce
11023755,Inactive Investor,Louis Lee,,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",louis.lee@tfaconnect.com,,Salesforce
11118204,Inactive Investor,Cyril Mouaikel,Branch Director - Private Client Group;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Watertown NY 19485 US Rte 11",cyril.mouaikel@rbc.com,,Salesforce
10604293,,Xiaolin Yang,Financial Advisor,Morgan Stanley,sharon.yang@morganstanley.com,16508384386,List Import
11129374,Inactive Investor,Mark Dodson,Co-Founder;Managing Partner;Member,"Cypress Capital, LLC",mark@cypresscapital.com,,Salesforce
11114944,Inactive Investor,Byron Treichler,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,byron.treichler@fidelity.com,,Salesforce
10998515,Inactive Investor,Jessica Hughes,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
10606638,,Justin Rohn,Regional Manager,"Lord, Abbett & Co. LLC",jrohn@lordabbett.com,,List Import
1002072,Inactive Investor,Craig Duchossois,Chairman,Duchossois Capital Management,cduchossois@duch.com, +1 312 586 2080,
11062838,Inactive Investor,Sean Scraba,,"Raymond James Financial Services, Inc. Glastonbury CT 115 Glastonbury Blvd",sean.scraba@raymondjames.com,,Salesforce
334764,,Brian Howard,Director,Dorchester Wealth Management Company,brian.howard@dorchesterwealth.com,514-861-5841,Manual List Upload
10934156,Inactive Investor,Daniel Lauger,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,daniellauger@statefarm.com,,Salesforce
10855267,Inactive Investor,Douglas Stockdill,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,douglas.stockdill@fmr.com,,Salesforce
11193021,Inactive Investor,Jason Walker,Chief Compliance Officer;Managing Member;Managing Partner,Cross Border Financial Planning USA LLC,jwalker@cbfp.co.uk,,Salesforce
9589036,,Christina Povall,,,cpovall@domini.com,,List import
11014954,Inactive Investor,Daniel Linn,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",,,Salesforce
10800724,Inactive Investor,Michael Simon,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,michael.h.simon@ubs.com,,Salesforce
11038428,Inactive Investor,Angelisa Palmer,,J.P. Morgan Securities LLC Indianapolis IN 2433 Lake Circle Dr,angelisa.palmer@jpmorgan.com,,Salesforce
11189090,Inactive Investor,Shane Ndeda,,J.P. Morgan Securities LLC,shane.ndeda@jpmorgan.com,,Salesforce
11023955,Inactive Investor,Michael Stockton,,"Farmers Financial Solutions, LLC Tulsa OK 7625 E 51st St",mstockton@farmersagent.com,,Salesforce
10977664,Inactive Investor,Jacob Munoz,Private Client Advisor,J.P. Morgan Securities LLC Pearland TX 2828 Broadway St,jacob.munoz@jpmorgan.com,,Salesforce
10867538,Inactive Investor,Frank Troise,Chief Executive Officer;Managing Director;Managing Partner,Soho Financial Services LLC,ftroise@sohocap.com,,Salesforce
10509933,,Cesar Murillo,Chief Executive Officer,Emergent Global Investments,cesar.murillo@emergentgi.com,,List Import
10840078,Inactive Investor,Drake Beck,,"Charles Schwab & Co., Inc. Los Angeles CA 1900 Avenue of the Stars",drake.beck@schwab.com,,Salesforce
10854175,Inactive Investor,Colleen Gavaghan,Financial Advisor,Edward Jones San Antonio TX 2211 NW Military Hwy,colleen.gavaghan@edwardjones.com,,Salesforce
11107800,Inactive Investor,David Neeve,Managing Partner;Partner,"One Wealth Advisors, LLC",dneeve@onewealth.net,,Salesforce
10814813,Inactive Investor,Michael Bruner,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bourbonnais IL 875 Main St NW",michael.bruner@stifel.com,,Salesforce
11065111,Inactive Investor,Wendy Aridou-Merlain,,PFS Investments Inc. Foxboro MA 124 Washington St,wendyaridoumerlain@primerica.com,,Salesforce
10476697,,Tomi Tomi,,,tomibun95@gmail.com,,Web Form Fillout
10917955,Inactive Investor,Altan Wuliji,Principal;Senior Consultant,Fiducient Advisors LLC,,,Salesforce
11198179,Inactive Investor,Edward Benway,Chief Compliance Officer;Founder;Managing Member;President,"Measured Wealth Private Client Group, LLC",,,Salesforce
10883345,Inactive Investor,Timothy Janis,Financial Advisor,Edward Jones Gaylord MI 513 Chestnut Ct,tim.janis@edwardjones.com,,Salesforce
10842609,Inactive Investor,Lawrence Gorab,Senior Vice President,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",lawrence.gorab@raymondjames.com,,Salesforce
10826303,Inactive Investor,Heather Aehle,Financial Advisor,Edward Jones Saint Louis MO 1001 Craig Rd,heather.aehle@edwardjones.com,,Salesforce
11161092,Inactive Investor,Thomas Aldrich,Financial Advisor,"Osaic Wealth, Inc. Buffalo NY 2805 Wehrle Dr",,,Salesforce
10488369,,Joseph Walker,"Chief Compliance Officer, General Counsel",DI Investment Management LP,jwalker@dalfen.com,,List Import
11175500,Inactive Investor,Rhonda Klement,Private Wealth Advisor,"Ameriprise Financial Services, LLC Antigo WI 836 Superior St",rhonda.klement@ampf.com,,Salesforce
10895084,Inactive Investor,Howard Kern,Managing Director,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",howard.kern@raymondjames.com,,Salesforce
9641314,,Denis Trofimov,,,tenergy.inc@gmail.com,,List import
10811177,Inactive Investor,Jeffrey Benson,Chief Compliance Officer;President,"Frontier Financial Partners, LLC",jeff.benson@frontierfp.net,,Salesforce
9637941,,Thomas Cheesman,,,tbc@stableam.com,,List import
11235635,Inactive Investor,Collin Sinnott,Investment Advisor,"Strategic Advocates, LLC Sacramento CA 608 29th St",,,Salesforce
10811274,Inactive Investor,Dru Sexson,,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",dru.sexson@rbc.com,,Salesforce
10852356,Inactive Investor,Michael Carlson,,LPL Financial LLC Burlington MA 200 Summit Dr,carlson.michael@lpl.com,,Salesforce
11012806,Inactive Investor,Miguel Santiago Santiago,,PFS Investments Inc. Guaynabo Calle Romerillo,miguel.santiagosantiago@primerica.com,,Salesforce
11128840,Inactive Investor,Donna Benton,,GWN Securities Inc. Sunrise Beach TX Private Residence,donnabenton@gwnsecurities.com,,Salesforce
11204076,Inactive Investor,Sean Kelleher,Chief Compliance Officer;Co-Founder;Manager;Principal,"Riverchase Wealth Management, LLC",sean@riverchasewealth.com,,Salesforce
10780174,Inactive Investor,J McKelvy,Financial Advisor;Lending Specialist;Managing Director,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,j.mckelvy@morganstanley.com,,Salesforce
11217603,,Benjamin Ross,,,ben.ross@raymondjames.com,,Other
11094846,Inactive Investor,Brandon Larson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,brandon.larson@ubs.com,,Salesforce
9575894,,Adam Thornton,,,adam.thornton@fidelity.com,,List import
205485,,Z Z,,[Unknown],corporatenewsfeeds@gmail.com,,Direct
334039,,Robert Mehlman,"Vice President, Partner",Landmark Realty Advisors Llc,paul.mehlman@landmarkpartners.com,860-651-9760,Manual List Upload
10797478,Inactive Investor,Omar Qureshi,,"HighTower Securities, LLC Saint Louis MO 1401 S Brentwood Blvd",oqureshi@hightoweradvisors.com,,Salesforce
11039316,Inactive Investor,Pamela Doelger,Sales Associate,Morgan Stanley Potsdam NY 65 Market St,pamela.doelger@morganstanley.com,,Salesforce
9558013,,AHMETABUZAHAR 5124 4005 1882 9327,,,ahmad242jameel@gmail.com,,List import
11221216,,Rob Guttschow,,,rguttschow@ftportfolios.com,,List Import
10879605,Inactive Investor,Sumner Parham,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Kinston NC 607 Plaza Blvd",tripper.parhamiii@firstcitizens.com,,Salesforce
10606381,,Michael Salimbene,"Senior Portfolio Manager, Wealth Advisor","Wells Fargo Advisors Financial Network, LLC",michael.salimbene@wfafinet.com,203-344-2400,List Import
11010549,Inactive Investor,Deborah Schoettle,,"Bankers Life Securities, Inc. Clinton Township MI 44250 Garfield Rd",deborah.schoettle@bankerslife.com,,Salesforce
10888733,Inactive Investor,Robbie McDonald,,"Avantax Investment Services, Inc. Fort Smith AR 3101 S 70th St",,,Salesforce
62704,,Joseph Scavetti,Chief Compliance Officer,"Haddington Ventures, Llc",jscavetti@hvllc.com,713-532-7992,Manual List Upload
10988438,Inactive Investor,Rachel Van Domelen,,"ValMark Securities, Inc. Richfield OH 4603 W Streetsboro Rd",,,Salesforce
11014531,Inactive Investor,John Zinn,,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,jzinn@primerica.com,,Salesforce
10855540,Inactive Investor,Carl Alvarez,,"First Command Brokerage Services, Inc. Glendale AZ 17505 N 79th Ave",cralvarez@firstcommand.com,,Salesforce
237930,, -,,[[Unknown]],johnhopmans@livenation.com,,
11166525,Inactive Investor,Salvatore Salerno,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",salvatore.salerno@ml.com,,Salesforce
10997764,Inactive Investor,Matthew Hassing,,"Principal Securities, Inc.",hassing.matt@principal.com,,Salesforce
10902636,Inactive Investor,John Winston,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",j.s.winston@ml.com,,Salesforce
10913508,Inactive Investor,Peter Banne,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC San Mateo CA 1900 S Norfolk St",nbanne@financialguide.com,,Salesforce
186504,,Kelly Dossett,,[Unknown],n7167l@gmail.com,,source
9466649,,Sumit Daftuar,,Sumit Daftuar,daftuar@gmail.com,,List Import
334137,,Joshua Materne,Owner,"Ideology Wealth Advisors, LLC",josh@ideologyfinancial.com,469-275-8028,Manual List Upload
10647237,,Brittany Urband,,,brittany.l.urband@jpmorgan.com,,List Import
10611620,,James Hartigan,"Financial Advisor, Senior Vice President - Wealth Management, Vice President - Wealth Management",,james.hartigan@ubs.com,,List Import
10875949,Inactive Investor,Joseph Meylor,,"Raymond James Financial Services Advisors, Inc",joseph.meylor@raymondjames.com,,Salesforce
10890336,Inactive Investor,Benjamin Sevcik,Financial Advisor,"Forum Financial Management, LP",bsevcik@forumfinancial.com,,Salesforce
10857030,Inactive Investor,Richard Bloom,Financial Advisor;Partner;President;Regulatory Contact,Bloom Advisors,rjb@bloomadvisors.com,,Salesforce
10763137,Inactive Investor,Sandra Santana,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,ssantana@rwbaird.com,,Salesforce
10796199,Inactive Investor,Lydia Shih,,Morgan Stanley San Francisco CA 555 California St,lydia.shih@morganstanley.com,,Salesforce
11200098,Inactive Investor,Spencer Funk,Financial Advisor,"Precision Wealth Strategies, LLC",spencer@precisionwealthstrategies.com,,Salesforce
11178500,Inactive Investor,Melissa Derr,Financial Advisor,Edward Jones Fort Madison IA 2311 Avenue L,melissa.derr@edwardjones.com,,Salesforce
9600870,,Grey Scale,,,ridiculausbullrun@outlook.com,,List import
9551272,,Mark Foster,,,foster.mark@principal.com,,List import
10934491,Inactive Investor,Justin Sheik,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Batesburg SC 129 N Pine St",justin.sheik@firstcitizens.com,,Salesforce
11034963,Inactive Investor,Brendon Lozeau,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,brendon.lozeau@fmr.com,,Salesforce
8480873,,Vlad Serdar,,Merrill,vladan_serdar@ml.com,(717) 975-4625,List Import
2459883,,Rahul Das,,,rahultal2002@gmail.com,,
10852009,Inactive Investor,Jorge Maldonado,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Austin TX 301 Congress Ave,jorge.maldonado@morganstanley.com,,Salesforce
11220462,,Thomas Carroll,,,thomcarroll@cfpfinancialadvisors.com,,Other
11051436,Inactive Investor,Gerald Crum,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,gerald.crum@morganstanley.com,,Salesforce
11181413,Inactive Investor,Daniel Caputa,,"Stifel, Nicolaus & Company, Incorporated",caputad@stifel.com,,Salesforce
10869418,Inactive Investor,Candice Golden,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9574929,,Scott Warshaw,,,swarshaw@massmutual.com,,List import
9611834,,Michael McKenna,,,michael.mckenna@troweprice.com,,List import
10997637,Inactive Investor,Garrett Engman,,"J.W. Cole Financial, Inc. Minneapolis MN 7400 Metro Blvd",,,Salesforce
11254998,Inactive Investor,Steven Cahoy,Wealth Advisor,"Allen Capital Group, LLC",steven@allencapgroup.com,,Salesforce
9612023,,Jay Vontobel,,,jvontobel@gmail.com,,List import
11168692,Inactive Investor,Joseph Kabulis,Vice President,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,joseph.kabulis@primerica.com,,Salesforce
10778045,Inactive Investor,Charles Riopel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portsmouth NH 117 Bow St",charles.riopel@schwab.com,,Salesforce
11075998,Inactive Investor,Samuel Cherny,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",samuel.cherny@ml.com,,Salesforce
9577679,,Kathryn Calcagno,,,kcalcagno@firstrepublic.com,,List import
9609223,,WEI XIE,,,weixie78@hotmail.com,,List import
10772282,Inactive Investor,Michael Chandiramani,Account Vice President;Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,michael.chandiramani@ubs.com,,Salesforce
371748,,Bruce Van Heel,,United States,bruce.vanheel@gmail.com,,Salesforce
10854813,Inactive Investor,Michael Coffey,,Key Investment Services LLC Ambler PA 732 Norristown Rd,michael.coffey@key.com,,Salesforce
10901559,Inactive Investor,Hunter Andrew,Private Wealth Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,hunter.andrew@jpmorgan.com,,Salesforce
9634971,,Amy Anstine,,,aanstine@rklcpa.com,,List import
9584357,,Justin Katz,,,j.katz@fi.com,,List import
54647,,Stephen Amarante,President & CEO,"Infinex Investments, Inc.",samarante@infinexgroup.com,203-599-6000,Manual List Upload
11201971,Inactive Investor,Joseph Jennings,Chief Compliance Officer;Principal,"Clear Investment Research, LLC",joe.jennings@clearinvestmentresearch.com,,Salesforce
9588606,,Austin Leavitt,,,austinl@finadvisors.com,,List import
9559118,,Kin Yip Lee,,,brainklee@hotmail.com,,List import
333207,,Unknown Unknown,,Fulton Bank,twalden@fult.com,,Manual List Upload
11163546,Inactive Investor,Yara Abbasi,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",yara.abbasi@lfg.com,,Salesforce
10863138,Inactive Investor,Gabriella Bustamante,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
11222744,,Brian Lam,,,brian.lam@blamllc.com,,List Import
10817658,Inactive Investor,Christopher Witt,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",chris.witt@raymondjames.com,,Salesforce
11011054,Inactive Investor,Joshua Canevari,Financial Advisor,"Equitable Advisors, LLC Port Saint Lucie FL 10815 SW Tradition Sq",joshua.canevari@equitable.com,,Salesforce
11260105,Inactive Investor,Rawley Farrell,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11105243,Inactive Investor,Richard De Luca,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
10775097,Inactive Investor,Joanne Leach,,"Wells Fargo Clearing Services, LLC Eureka CA 318 5th St",joanne.willkomm@wellsfargoadvisors.com,,Salesforce
10807096,Inactive Investor,Brad Stefani,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brad.stefani@fidelity.com,,Salesforce
10943549,Inactive Investor,Zoe Bender,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",zoe.bender@ml.com,,Salesforce
202470,,Stephen Ducey,,[Unknown],sducey07@gmail.com,,Organic Search
10989749,Inactive Investor,Jason Botzler,,Vanguard Marketing Corporation,jason_botzler@vanguard.com,,Salesforce
242102,,Matthew Kletti,Financial Planner,Meridian Wealth + Retirement,matt@meridianwr.com,,Event
11212149,Inactive Investor,Anthony Jessen,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland ME 1 City Ctr,tony.jessen@ubs.com,,Salesforce
10978451,Inactive Investor,Mary Kornhauser,,J.P. Morgan Securities LLC Palm Bay FL 3450 Bayside Lakes Blvd SE,mary.v.roberts@chase.com,,Salesforce
10936340,Inactive Investor,Troy Hughes,,Country Capital Management Company Montgomery AL 7020 Vaughn Rd,troy.hughes@countryfinancial.com,,Salesforce
10786676,Inactive Investor,John Boryk,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,john.boryk@jpmorgan.com,,Salesforce
10763192,Inactive Investor,Patrick Cvitanovich,Senior Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,patrick.cvitanovich@ubs.com,,Salesforce
10857249,Inactive Investor,Randall Nakamura,,"J.W. Cole Financial, Inc. Neptune Beach FL 446 3rd St",,,Salesforce
11184987,Inactive Investor,Beth Ross,Executive Director,"Wells Fargo Clearing Services, LLC",beth.hurst@wellsfargoadvisors.com,,Salesforce
10814362,Inactive Investor,Amy Hammer-Huber,Marketing Manager;Paraplanner,"Ameriprise Financial Services, LLC Independence OH 6060 Rockside Woods Blvd N",,,Salesforce
10938323,Inactive Investor,Andrew Zohorsky,,Fidelity Brokerage Services LLC,,,Salesforce
9620207,,jie cheng,,,258806997@qq.com,,List import
11002727,Inactive Investor,Mark Renshaw,,"Osaic Wealth, Inc. Windsor CO Private Residence",,,Salesforce
11221574,,Lorenzo Horvath,,,lhorvath@firstrepublic.com,,List Import
10840370,Inactive Investor,Lori Fugate,,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",lori.fugate@raymondjames.com,,Salesforce
10897278,Inactive Investor,Edward Hickman,District Leader,PFS Investments Inc. New Concord OH 110 Rix Mills Rd,edward.bushby@primerica.com,,Salesforce
10950419,Inactive Investor,Kevin Lin,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10940441,Inactive Investor,Brendon Flannery,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10926100,Inactive Investor,Kaid Koester,,Edward Jones,kaid.koester@edwardjones.com,,Salesforce
10899254,Inactive Investor,Timothy Garrett,,"Truist Investment Services, Inc. New Bern NC 375 S Front St",tim.garrett@truist.com,,Salesforce
11112745,Inactive Investor,Consuelo Lopez,,"Kestra Investment Services, LLC Phoenix AZ 1137 E Redfield Rd",,,Salesforce
9635702,,Norm Sedgley,,,sedgley@ifa-nh.com,,List import
10810468,Inactive Investor,Chevron Green,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",chevron.green@ml.com,,Salesforce
10924661,Inactive Investor,Clayton Borengasser,Financial Advisor,Edward Jones Bella Vista AR 16 Riordan Rd,clayton.borengasser@edwardjones.com,,Salesforce
10956079,Inactive Investor,Joanne Hoffert,,LPL Financial LLC Akron PA 351 S 7th St,joani.hoffert@lpl.com,,Salesforce
11093163,Inactive Investor,Xing Gao,,"MML Investors Services, LLC New York NY 2 Mott St",xgao@financialguide.com,,Salesforce
11199338,Inactive Investor,Eric Johnson,Financial Planner;Regional Director,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",eric.johnson@prudential.com,,Salesforce
10875581,Inactive Investor,Madison Webster,,"Raymond James Financial Services, Inc. Corning NY 1 Credit Union Plz",madison.webster@raymondjames.com,,Salesforce
10883830,Inactive Investor,Matthew Johnson,Chief Compliance Officer;Chief Executive Officer;Founder;Principal,Defining Legacy Advisors,,,Salesforce
10851657,Inactive Investor,Jesse Froning,,"Principal Securities, Inc.",froning.jesse@principal.com,,Salesforce
10942406,Inactive Investor,George Coates,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,george.coates@fidelity.com,,Salesforce
10961100,Inactive Investor,Kevin Pierro,Financial Advisor,"Financial Independence, LLC",kevin@fi-ri.com,,Salesforce
10978106,Inactive Investor,Karl Pitkin,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",karl.pitkin@nm.com,,Salesforce
11062000,Inactive Investor,Ann Hermens,Secretary,"Hermens Capital Management, Inc",,,Salesforce
11196894,Inactive Investor,Michael Swain,Financial Advisor,LPL Financial LLC Chula Vista CA Private Residence,michael.swain@lpl.com,,Salesforce
10952339,Inactive Investor,Michelle Pedigo,,"MML Investors Services, LLC Nashville TN Private Residence",mpedigo@massmutual.com,,Salesforce
10486618,,Chad Wood,"Financial Advisor, Vice President","BOK Financial Securities, Inc.",cwood@bokf.com,,List Import
10886062,Inactive Investor,Eugenio Retana,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",eugenio.retana@ml.com,,Salesforce
11077644,Inactive Investor,Jamie Cammenga,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,jamie.wiersma@fidelity.com,,Salesforce
11158820,Inactive Investor,Allison Booher,Senior Client Associate,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,abooher@rockco.com,,Salesforce
11106336,Inactive Investor,Daniela Christenson,,"Wells Fargo Clearing Services, LLC Titusville FL 802 Cheney Hwy",,,Salesforce
11016873,Inactive Investor,William Jones,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10928710,Inactive Investor,Robert Kay,Vice President,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",robert.kay@ampf.com,,Salesforce
11065432,Inactive Investor,Owen Busch,,"W&S Brokerage Services, Inc. West Chester OH 9050 Centre Pointe Dr",,,Salesforce
11123748,Inactive Investor,Scott Parker,Financial Advisor,"Ameriprise Financial Services, LLC Canonsburg PA 375 Southpointe Blvd",scott.n.parker@ampf.com,,Salesforce
207384,,Jack Firestone,President,Firestone Capital Management Inc,jfirestone@firestonecapital.com,305-669-2119,Manual List Upload
11062290,Inactive Investor,Randy Holloway,Financial Advisor,Edward Jones Pickerington OH 42 Hill Rd S,randy.holloway@edwardjones.com,,Salesforce
10762701,Inactive Investor,Gregory Fleming,,Rockefeller Financial LLC,gfleming@rockco.com,,Salesforce
11098983,Inactive Investor,Jerome Ahrens,,Edward Jones,jerome.ahrens@edwardjones.com,,Salesforce
11001251,Inactive Investor,Joseph Prechtel,,"Equitable Advisors, LLC Troy MI 5435 Corporate Dr",joseph.prechtel@equitable.com,,Salesforce
10613035,,Kyle Conley,"International Wealth Advisor, Senior Financial Advisor, Senior Vice President",,kyle_conley@ml.com,,List Import
340042,,Craig Blevins,Partner,Moss Adams Wealth Advisors Llc,craig.blevins@mossadams.com,206-302-6500,Manual List Upload
9611427,,Chesley Snider,,,ches.snider@amun.com,,List import
10906316,Inactive Investor,Sarah Peck,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11137763,Inactive Investor,Mitran Khadivi,,J.P. Morgan Securities LLC Potomac MD 10200 River Rd,mitran.khadivi@jpmorgan.com,,Salesforce
10823302,Inactive Investor,Thomas Conlin,Financial Advisor,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",thomas.conlin@rbc.com,,Salesforce
10864109,Inactive Investor,Charles Curtis,,"Wells Fargo Advisors Financial Network, LLC Gilbert AZ 1090 S Gilbert Rd",charles.curtis@wellsfargoadvisors.com,,Salesforce
10760064,Inactive Investor,Richard Noethen,Financial Advisor,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 19770 Mack Ave",richard.f.noethen@wellsfargoadvisors.com,,Salesforce
11114532,Inactive Investor,John Spaeth,Family Wealth Advisor;Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Management Director;,Morgan Stanley Tulsa OK 2200 S Utica Pl,mark.spaeth@morganstanley.com,,Salesforce
9578520,,Christopher Marks,,,cmarks@sterinv.com,,List import
9640100,,Sylvain Baude,,,sylvain.baude@oclaner.com,,List import
11220802,,David Crist,,,david.crist@jwcemail.com,,Other
353338,,Daniel Held,,Daniel Held,contact@danheld.com,,Organic Search
11051745,Inactive Investor,Lurdes Coats,,"Wells Fargo Advisors Financial Network, LLC Brownsville TX 1534 E 6th St",,,Salesforce
10617078,,John Vanderpool,,,john.vanderpool@ampf.com,,List Import
10990402,Inactive Investor,Katelyn Sager,,Key Investment Services LLC,katelyn.sager@key.com,,Salesforce
10957257,Inactive Investor,Brandon Sutton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10662068,,Peter Mavrogenes,,,peterm@icadv.com,,List Import
10806625,Inactive Investor,Hunter Harmon,Financial Advisor,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,hunter.harmon@morganstanley.com,,Salesforce
9631157,,Evan Boff,,,eboff5@gmail.com,,List import
10937672,Inactive Investor,Sabrina Wu,,Goldman Sachs & Co.,,,Salesforce
10776678,Inactive Investor,John Lansing,Financial Advisor;First Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,john.lansing@ubs.com,,Salesforce
11172086,Inactive Investor,Katrina Robinson,,Vanguard Marketing Corporation,katrina_robinson@vanguard.com,,Salesforce
10809144,Inactive Investor,Anthony Scott,Senior Wealth Advisor,Citigroup Global Markets Inc. Arlington Heights IL 25 E Campbell St,anthony.j.scott@citigroup.com,,Salesforce
10916171,Inactive Investor,Robert Reynolds,Financial Advisor,LPL Financial LLC Rochester MN 3425 40th Ave NW,robert.w.reynolds@lpl.com,,Salesforce
11126613,Inactive Investor,Christian Whetsel,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10909909,Inactive Investor,Jacob Bain,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",,,Salesforce
10828668,Inactive Investor,Timothy Henry,Private Wealth Advisor,"Ameriprise Financial Services, LLC Greensburg PA 232 W Otterman St",timothy.m.henry@ampf.com,,Salesforce
10980265,Inactive Investor,Kate Lawson,,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",kate.macarthur@tiaa.org,,Salesforce
9603283,,Dhiraj Kunwar,,,djkunwar007@gmail.com,,List import
335453,,Matt Staub,"Partner, Financial Advisor",Psi Capital Management,matt@visitpsionline.com,717-207-7123,Manual List Upload
10761588,Inactive Investor,Daniel Brooks,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",dan.brooks@rbc.com,,Salesforce
236128,, -,,[[Unknown]],bvrozos@gmail.com,,Paid Search
10894745,Inactive Investor,John Gonzaga,,J.P. Morgan Securities LLC,,,Salesforce
341770,,Paul Rossetti,Managing Director,Ascribe Management Llc,prossetti@american-securities.com,212-476-8000,Manual List Upload
10942555,Inactive Investor,Michaele Geibel,,"Woodmen Financial Services, Inc. Butler PA 112 Hollywood Dr",mgeibel@woodmen.org,,Salesforce
11220542,,Bradley Bauer,,,bbauer@cpgnet.com,,Other
9542276,,Gerard Laffan,,,gerard.laffan@rbccm.com,,List import
9634812,,Mike Bien,,,mike@fi-team.com,,List import
11213221,Inactive Investor,Janell Eckert,,"Avantax Investment Services, Inc. San Angelo TX 133 W Concho Ave",,,Salesforce
10486646,,Xin Hao,Financial Advisor,"Wells Fargo Clearing Services, LLC",lily.hao@wellsfargoadvisors.com,,List Import
10964542,Inactive Investor,Keith Inman,Financial Advisor;Portfolio Associate,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",keith.inman@raymondjames.com,,Salesforce
9641198,,Cameron Taylor,,,camerontaylor_94@yahoo.com,,List import
11229246,Inactive Investor,Walter Edler,Financial Advisor,"Raymond James & Associates, Inc. Mobile AL 21 W I65 Service Rd N",,,Salesforce
209547,,Ryan Mullane,,BNY Mellon,ryan.mullane@bnymellon.com,,
9620361,,Jon Howe,,,jon_r_howe@hotmail.com,,List import
11065593,Inactive Investor,Gonzalo Canelas,,Bolton Global Capital Miami FL 1441 Brickell Ave,gcanelas@boltonglobal.com,,Salesforce
11019034,Inactive Investor,Antonette Husebye,,J.P. Morgan Securities LLC Portsmouth NH 1574 Woodbury Ave,antonette.husebye@jpmorgan.com,,Salesforce
10759029,Inactive Investor,Jennifer Minton,Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",jennifer_minton@ml.com,,Salesforce
245729,,Deborah Kostroun,Managing Director,Zito Partners,deborah@zitopartners.com,2014038185,Manual List Upload
10880960,Inactive Investor,Kenneth Petersen,,"Cambridge Investment Research, Inc. Boise ID Private Residence",,,Salesforce
10656243,,Ronald Barton,,,ronald.barton@lpl.com,,List Import
11232439,Inactive Investor,Lawson Frank,,"Wells Fargo Advisors Financial Network, LLC Naperville IL 400 E Diehl Rd",,,Salesforce
11118426,Inactive Investor,Thomas Lintemuth,Wealth Advisor,Commonwealth Financial Network Grand Rapids MI 4095 Embassy Dr SE,tlintemuth@commonwealth.com,,Salesforce
11196900,Inactive Investor,Thuy Recinos,,LPL Financial LLC San Jose CA 50 W San Fernando St,thuy.recinos@lpl.com,,Salesforce
11025328,Inactive Investor,David Hammond,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",dave.hammond@equitable.com,,Salesforce
11235109,Inactive Investor,David Diekmann,,Gladstone Wealth Partners Evansville IN 727 N Cross Pointe Blvd,david.diekmann@gladstonewealth.com,,Salesforce
11129703,Inactive Investor,Shannon Obert,,"Principal Securities, Inc.",obert.shannon@principal.com,,Salesforce
10876561,Inactive Investor,Trevor McCance,Associate Branch Manager;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Butler PA Private Residence,tmccance@rwbaird.com,,Salesforce
219725,,Bruno Morais Arruda,,[Unknown],brunomoraisarruda@gmail.com,,Direct
11193919,Inactive Investor,Anne Lintz,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,anne.lintz.cn75@statefarm.com,,Salesforce
9595508,,Rob Mcfadden,,,rob@bakerstreetadvisors.com,,List import
10815250,Inactive Investor,Matthew Carr,Financial Advisor,"Ameriprise Financial Services, LLC Lubbock TX 3315 81st St",matthew.f.carr@ampf.com,,Salesforce
10905708,Inactive Investor,John Teed,Independent Advisor,"Hayden Harper Wealth Advisory, LLC",jteed@haydenharper.com,,Salesforce
11032699,Inactive Investor,Vekissa Wilson-Henderson,,PFS Investments Inc. Little Rock AR 3 Innwood Cir,vwilson-henderson@primerica.com,,Salesforce
10815409,Inactive Investor,James Hicks,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11259859,Inactive Investor,Alicia Davis,Financial Advisor,J.P. Morgan Securities LLC Park Ridge IL 500 Busse Hwy,,,Salesforce
10800047,Inactive Investor,Martin Dempsey,Financial Advisor,LPL Financial LLC Paoli PA 1500 E Lancaster Ave,martin.dempsey@lpl.com,,Salesforce
10907974,Inactive Investor,Machoura Akmalkhodjaeva,Investment Services Associate,Copper Financial New York NY 2 United Nations Plz,,,Salesforce
10899567,Inactive Investor,Annette Suski,,PFS Investments Inc. New Bedford MA 128 Union St,annette.suski@primerica.com,,Salesforce
11017552,Inactive Investor,Erica Alexander,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,ericanicole.alexander@primerica.com,,Salesforce
11089740,Inactive Investor,Dermot Bermingham,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,dermot.bermingham@ubs.com,,Salesforce
9562313,,Daniel Carrero,,,dcarreroing@gmail.com,,List import
2014350,,Estella Namfukwe,,,estellanamfukwe486@gmail.com,,
9561643,,Kenny Girdharry,,,kenny@spinvfx.com,,List import
214311,,HEATHER TITUS,,[Unknown],i.excel.1000@gmail.com,,
10916337,Inactive Investor,Katherine Ruetz,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",katherine.ruetz@northerntrust.com,,Salesforce
10983818,Inactive Investor,Jonathan Dixon,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
10908615,Inactive Investor,Gerry Dransfeldt,Owner,"Gerry Dransfeldt RIA, Inc",,,Salesforce
11143498,Inactive Investor,Patrick Brady,Wealth Management Associate,Citigroup Global Markets Inc. New York NY 120 Broadway,patrick.brady@citi.com,,Salesforce
9600560,,Christina Ko,,,christina@destinationwm.com,,List import
11000349,Inactive Investor,Ryan Richter,,"Northwestern Mutual Investment Services, LLC Manitowoc WI 901 Marshall St",ryan.richter@nm.com,,Salesforce
11157890,Inactive Investor,Foster Dodge,Wealth Management Intern,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",,,Salesforce
9642830,,GOAN HEE HAN,,,syan98@kdhc.co.kr,,List import
373382,,Ahmet ?lhan,,[Unknown],ahmetilhan@ilhanlardemir.com,,source
10790652,Inactive Investor,Rebecca Miller,Financial Advisor;Second Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,rebecca.miller@morganstanley.com,,Salesforce
11019630,Inactive Investor,Peter Derosa,,NYLIFE Securities LLC Niagara Falls NY 663 Main St,peterde@ft.newyorklife.com,,Salesforce
124762,,Chandon Simonis,Investment Advisor,"Stratos Wealth Partners, Ltd",csimonis@stratoswealthpartners.com,614-427-2131,
9546427,,Caroline Abruzese,,,cabruzese@gmail.com,,List import
9600042,,Susan Duarte,,,sduarte@fbcpa.com,,List import
9632346,,Jeff Hilovsky,,,jph2686@gmail.com,,List import
10854833,Inactive Investor,Charles Solomon,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lake Grove NY 2095 Smith Haven Plz",charles.solomon@schwab.com,,Salesforce
10882890,Inactive Investor,Katarzyna Zak-Szynakiewicz,Financial Planning Specialist;Paraplanner,"Ameriprise Financial Services, LLC Denver CO 8181 E Tufts Ave",kasia.zak@ampf.com,,Salesforce
10807828,Inactive Investor,Dayana Pelaez,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,dayana.pelaez@ubs.com,,Salesforce
10860515,Inactive Investor,Anita Licari,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Saint Paul MN 400 Robert St N",tina.licari@rbc.com,,Salesforce
9603353,,Brad Petit,,,bcpetit89@gmail.com,,List import
10841999,Inactive Investor,Jordyn Anderson,Client Service Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,jordyn.anderson@ubs.com,,Salesforce
10847036,Inactive Investor,Angelo Mancini,Investment Advisor Representative,Fountain Square Asset Management,,,Salesforce
9643464,,Herbert Si,,,herbert@investax.io,,List import
10961124,Inactive Investor,Shahirah Mahther,Member,Investing Forever Advisory Hummelstown PA 524 Eliot Dr,,,Salesforce
11199115,Inactive Investor,Christopher Cox,Financial Advisor,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",christopher.cox@voyafa.com,,Salesforce
10855718,Inactive Investor,LaMont Stewart,,Cetera Advisors LLC Toledo OH 3450 W Central Ave,lamont.stewart@ceteraadvisors.com,,Salesforce
9640512,,Martin Chedid,,,mcfinancial@comcast.net,,List import
11221482,,Lisa McGarvey,,,lisa_mcgarvey@troweprice.com,,List Import
10913702,Inactive Investor,Joshua Martin,Financial Advisor,Edward Jones Gibsonville NC 961 Burlington Ave,joshua.martin@edwardjones.com,,Salesforce
9600549,,Joseph Polaneczky,,,jpolaneczky@meritcapital.com,,List import
10862538,Inactive Investor,Jeremy Jones,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,jeremy.jones@fidelity.com,,Salesforce
11181405,Inactive Investor,Paul Barnes,,Hilltop Securities Inc.,paul.barnes@hilltopsecurities.com,,Salesforce
10878088,Inactive Investor,Lauren Theken,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",,,Salesforce
9585888,,Adam Dalke,,,adam.dalke@associatedbank.com,,List import
11122377,Inactive Investor,Joanne Meier,,LPL Financial LLC Buffalo NY 3700 Union Rd,joanne.meier@lpl.com,,Salesforce
11157934,Inactive Investor,Jan Carr,Financial Advisor,LPL Financial LLC Berwyn PA 1235 Westlakes Dr,jan.carr@lpl.com,,Salesforce
10770064,Inactive Investor,Daphne Peng,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",daphne.peng@ml.com,,Salesforce
10949994,Inactive Investor,Kurt Jolly,,"Raymond James Financial Services, Inc. Chelsea MI 1171 S Main St",kurt.jolly@raymondjames.com,,Salesforce
9541027,,Dan RuparelUPAREL,,,dan@arrowwealth.us,,List import
10883943,Inactive Investor,Steven Dougherty,Wealth Manager,MPWM Advisory Solutions LLC,steven.dougherty@mayerpwm.com,,Salesforce
9625455,,Richard Stall,,,rastall@aol.com,,List import
9630583,,Miguel Jara,,,miguelj894@gmail.com,,List import
11082244,Inactive Investor,William Giddens,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3573 E Sunrise Dr",william.giddens@wellsfargoadvisors.com,,Salesforce
11188217,Inactive Investor,Jacob Dean,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
9588797,,Paul Haworth,,,paulrhaworth@gmail.com,,List import
10904355,Inactive Investor,Natascha Barone,,MissionSquare Investment Services,,,Salesforce
11080513,Inactive Investor,Michael Puleio,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11156521,Inactive Investor,Polina Shkolnik,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10815436,Inactive Investor,Langston Payne,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10852528,Inactive Investor,Marsha Sanders,,NYLIFE Securities LLC Savannah GA 9 Park of Commerce Blvd,msanders@ft.newyorklife.com,,Salesforce
10936910,Inactive Investor,Alfred Fortunato,Chief Compliance Officer;Independent Advisor;Managing Member;President,Allegory Advisory,alfortunato@allegoryadvisory.com,,Salesforce
10792581,Inactive Investor,Benjamin Catlett,Financial Advisor,Edward Jones Dandridge TN 854 Hwy 92 S,ben.catlett@edwardjones.com,,Salesforce
11012141,Inactive Investor,Zachery Hugh,,Thrivent Investment Management Inc. Fortuna CA 1543 Main St,zachery.hugh@thrivent.com,,Salesforce
11119516,Inactive Investor,Karen Sipes,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10971736,Inactive Investor,Joshua Wood,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9567332,,Ross Stempler,,,rstempler21@gmail.com,,List import
10921391,Inactive Investor,Andrew Hamm,Chief Compliance Officer;Principal,"Summit Private Wealth, LLC",,,Salesforce
332491,,mikko.makela@tahdisto.fi Makela,,[Unknown],mikko.makela@tahdisto.fi,,
11032294,Inactive Investor,Jessica Forman,,State Farm VP Management Corp. Cincinnati OH 8650 Governors Hill Dr,jessica.forman.nysi@statefarm.com,,Salesforce
10615591,,Shiraz Zaidi,Financial Advisor,,shiraz.zaidi@gmail.com,,List Import
10962966,Inactive Investor,Chad Fratto,,Commonwealth Financial Network Bradenton FL 9040 Town Center Pkwy,cfratto@commonwealth.com,,Salesforce
9570499,,jabba le mutt,,,jabbanvm@protonmail.com,,List import
10820880,Inactive Investor,Alec Johnson,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,alec.johnson@morganstanley.com,,Salesforce
10939043,Inactive Investor,Michael Copeland,Financial Advisor,LPL Financial LLC Irmo SC 7911 Broad River Rd,michael.copeland@lpl.com,,Salesforce
11141177,Inactive Investor,William Culp,Chief Compliance Officer;Founder;Investment Advisor;President,"TAGStone Capital, Inc.",reid.culp@tagstonecapital.com,,Salesforce
10928354,Inactive Investor,Daniel Tabash,,"Saxony Securities, Inc.",dtabash@saxonysecurities.com,,Salesforce
10484990,,Jetmir Ahmeti,"Managing Member, Owner","Ahmeti Wealth Management, LLC",jetmir@ahmetiwealth.com,,List Import
10894459,Inactive Investor,Stephen Moore,Advisor,Stone Securities Inc.,,,Salesforce
322293,,John Bodnar,,"Cambridge Investment Research Advisors, Inc.",john.bodnar@cambridgeresource.com,973-966-6939,
11109448,Inactive Investor,Lisa Hohl,Financial Advisor,Wedbush Securities Inc. San Diego CA 401 W A St,lisa.hohl@wedbush.com,,Salesforce
10823044,Inactive Investor,Anh Lam,Chief Compliance Officer,"West Financial Services, Inc.",alam@westfinancial.com,,Salesforce
11051089,Inactive Investor,Paul Sung,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",,,Salesforce
10849450,Inactive Investor,Reed Forrestel,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",reed.m.forrestel@ampf.com,,Salesforce
11027248,Inactive Investor,Jeffrey Janes,Private Wealth Advisor,"Osaic FA, Inc. Nashville TN 2100 W End Ave",jeffrey.janes@lfg.com,,Salesforce
225120,,Alex Marx,,[Unknown],alex@coinbureau.com,,Organic Search
10891595,Inactive Investor,Stacey Tucker,Principal,"Prospera Financial Services, Inc. Dallas TX 14881 Quorum Dr",,,Salesforce
9592918,,Jack Chorowsky,,,jchorowsky@gmail.com,,List import
10975668,Inactive Investor,Blaklee Wolfe,,SECU Brokerage Services Plymouth NC 880 US Hwy 64 W,blaklee.wolfe@ncsecu.org,,Salesforce
10928772,Inactive Investor,William Moor,,LPL Financial LLC Tallahassee FL 304 E Tennessee St,bill.moor@lpl.com,,Salesforce
10822654,Inactive Investor,Wendom Johnston,,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",wendom.johnston@wellsfargoadvisors.com,,Salesforce
11022441,Inactive Investor,Jacob Delfin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.delfin@fmr.com,,Salesforce
11129058,Inactive Investor,Emma Hodgson,First Vice President;International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",emma_e_hodgson@ml.com,,Salesforce
10827631,Inactive Investor,Neil Mascioli,Financial Advisor;Vice President,Morgan Stanley Melville NY 58 S Service Rd,neil.mascioli@morganstanley.com,,Salesforce
10645174,,David Hammond,,,dave.hammond@equitable.com,,List Import
9623104,,Linda Viglotti,,,lviglotti@afainvestments.com,,List import
11189326,Inactive Investor,Andres Manrara,,LPL Financial LLC Miami FL 5251 SW 64th Ave,a.manrara@lpl.com,,Salesforce
248088,,Saeed Khan,,[Unknown],samiafr3@gmail.cm,,source
10922696,Inactive Investor,Shu-Ping Lin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11039832,Inactive Investor,Charles Forrest,,"Allstate Financial Services, LLC Charlotte NC 4938 Monroe Rd",charlesforrest@allstate.com,,Salesforce
11238194,Inactive Investor,Taylor Gang,,Evensky & Katz/Foldes Wealth Management,taylorgang@evenskykatz.com,,Salesforce
10993312,Inactive Investor,George Ramirez,Investment Consultant,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",,,Salesforce
242107,,Michael Ross,Financial Advisor,Cornerstone Financial Group,ross.mike@pmlmail.com,,Event
11104764,Inactive Investor,Arturo Parraga,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",arturo.parraga@raymondjames.com,,Salesforce
9564265,,Jonathan Smith,,,jon.smith@wfafinet.com,,List import
10781046,Inactive Investor,Jason Fredette,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jason.fredette@schwab.com,,Salesforce
11259948,Inactive Investor,Heidi Martinez,Registered Client Service Associate,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",,,Salesforce
11081012,Inactive Investor,Terry Broscher,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",terry.broscher@bofa.com,,Salesforce
9595460,,Daniel Side,,,dside@monetagroup.com,,List import
10983784,Inactive Investor,Brandon Bloeth,,Park Avenue Securities LLC,,,Salesforce
10788250,Inactive Investor,Kenneth Shaw,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,kenneth.shaw@fidelity.com,,Salesforce
10993065,Inactive Investor,Jose Novoa,,"MML Investors Services, LLC Melville NY 25 Melville Park Rd",,,Salesforce
10892826,Inactive Investor,Paul Como,,"Allstate Financial Services, LLC Franklin PA 317 13th St",paulcomo@allstate.com,,Salesforce
11201857,Inactive Investor,Evan Finkelstein,,Henley & Company LLC Jenkintown PA 101 Greenwood Ave,efinkelstein@henleyandcompany.com,,Salesforce
345116,,Wayne Leevy,Chief Financial Officer,"Stoneridge Pmg Advisors, Llc",wayne.leevy@pmga.com,484-254-5400,Manual List Upload
10955960,Inactive Investor,Joshua Degraaf,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,joshua.degraaf@fmr.com,,Salesforce
11007444,Inactive Investor,Nishant Sahoo,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",nishant.sahoo@ml.com,,Salesforce
10766663,Inactive Investor,Condolee Gilliam,First Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,lee.gilliam@ubs.com,,Salesforce
10788690,Inactive Investor,Gregory Gagne,Chief Compliance Officer;Founding Member;Managing Member,"Affinity Investment Group, LLC",diane@affinityinvestmentgroup.com,,Salesforce
10934267,Inactive Investor,Ann Colvin,Private Wealth Manager,Creative Planning,ann.colvin@creativeplanning.com,,Salesforce
11156634,Inactive Investor,Toavina Ranaivoarijaona,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",vina.ranaivoarijaona@schwab.com,,Salesforce
10611272,,John Mirabile,Financial Advisor,,john.n.mirabile@ampf.com,,List Import
10973366,Inactive Investor,Naomi O'Dell,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",naomi.o-dell@raymondjames.com,,Salesforce
11131558,Inactive Investor,Seth Silger,Financial Advisor,Edward Jones Carbondale IL 2435 W Main St,seth.silger@edwardjones.com,,Salesforce
10958599,Inactive Investor,Annette Fonseca,,J.P. Morgan Securities LLC Houma LA 573 Grand Caillou Rd,annette.fonseca@jpmorgan.com,,Salesforce
10789047,Inactive Investor,David Kassir,,B. Riley Wealth Management McLean VA 1775 Tysons Blvd,,,Salesforce
11097848,Inactive Investor,Lisa McConnell,,Cetera Investment Services LLC Endicott NY 111 Grant Ave,lisa.mcconnell@ceterais.com,,Salesforce
11076100,Inactive Investor,Trenton Bien,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11137656,Inactive Investor,John Girouard,Chief Compliance Officer;Chief Executive Officer;President,Capital Investment Advisors,j.e.girouard@capitalamg.com,,Salesforce
9625683,,aaa BARROS,,,mildsoft@gmail.com,,List import
11071461,Inactive Investor,Zachary Howard,,"Cambridge Investment Research, Inc. Youngstown OH 8286 South Ave",,,Salesforce
10879953,Inactive Investor,Skyler Hodges,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,skyler.hodges@jpmorgan.com,,Salesforce
10778259,Inactive Investor,Michael Sayther,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Morristown NJ 21 South St",michael.sayther@wellsfargo.com,,Salesforce
9568400,,STEPHEN ALPHER,,,stephen@seekingalpha.com,,List import
10965597,Inactive Investor,John Shushok,Financial Planning Specialist,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",brayden.shushok@ampf.com,,Salesforce
11114328,Inactive Investor,Craig Mizuno,,Cetera Financial Specialists LLC Tracy CA 527 W 11th St,craig.mizuno@ceterafs.com,,Salesforce
5020947,,Jean McCullough,,,likap92730@ilusale.com,,Web Form Fillout
11025021,Inactive Investor,Dennis Herber,,"Empower Financial Services, Inc Hunt Valley MD 50 Schilling Rd",dennis.herber@empower.com,,Salesforce
10939424,Inactive Investor,Shawn Duffy,,"The Leaders Group, Inc.",,,Salesforce
38271,,Melissa Clapp,Managing Member And CFO,"Oak City Consulting, Llc",melissa@oakcityconsulting.com,919-844-6450,Manual List Upload
9564130,,daniel mizell,,,dmizell@investdavenport.com,,List import
11211087,Inactive Investor,Alberto Mattos,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,alberto.x.mattos@us.hsbc.com,,Salesforce
11002661,Inactive Investor,Estuardo Alejandre-Mar,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,ealejandre-mar@primerica.com,,Salesforce
9563895,,Akul Mehra,,,mehra.akul7@gmail.com,,List import
10901614,Inactive Investor,Jordan Van Meter,,NYLIFE Securities LLC,,,Salesforce
11168989,Inactive Investor,Marcus Le,,"Trinity Wealth Securities, L.L.C. Nashville TN 1102 Kermit Dr",,,Salesforce
10506058,,Stan Greene,Financial Advisor,Edward Jones,stanley.greene@edwardjones.com,603-769-3037,List import
9605024,,Richard Bruce,,,richard.bruce@gardnerlewis.com,,List import
9610559,,Janice Wong,,,jan0487@gmail.com,,List import
10752669,Inactive Investor,Adam Lewis,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",adam.lewis@wellsfargoadvisors.com,,Salesforce
9615889,,Bruno Tordelli,,,bruno.tordelli@tagescapital.com,,List import
11010546,Inactive Investor,Alexandria Morales,,"MML Investors Services, LLC Seattle WA 600 University St",,,Salesforce
9587372,,Jane Lutz,,,jlutz@wundernet.com,,List import
10960662,Inactive Investor,Nicholas Fillipone,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9580887,,James Morella,,,jmorella@massmutual.com,,List import
10865924,Inactive Investor,Joseph Neary,,Cetera Advisors LLC San Diego CA 655 W Broadway,joseph.neary@cetera.com,,Salesforce
10957842,Inactive Investor,Daniel Ronan,,"Wells Fargo Clearing Services, LLC Brick NJ 575 Rte 70",daniel.ronan@wellsfargo.com,,Salesforce
10913190,Inactive Investor,Andre Somerset,Assistant Vice President;Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",andre.somerset@ml.com,,Salesforce
9603846,,Ijazahmed Ijaz,,,ejazahmed@yahoo.com,,List import
11006079,Inactive Investor,Ecaterina Soltoian,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,esoltoian@ft.newyorklife.com,,Salesforce
10958096,Inactive Investor,Brandon Hilger,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",brandon.hilger@equitable.com,,Salesforce
10910741,Inactive Investor,Jonathan Harel,Financial Advisor;Founder;President,LPL Financial LLC Spring TX 2001 Timberloch Pl,jonathan.harel@lpl.com,,Salesforce
10610722,,Jennifer Hines,,,hinesketchup311@hotmail.com,,Web Form Fillout
10972061,Inactive Investor,Brandon Younger,Senior Compliance Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brandon.younger@tiaa.org,,Salesforce
11060628,Inactive Investor,Anthony Ferrara,,"Larson Financial Securities, LLC Minneapolis MN 6160 Summit Dr N",,,Salesforce
9629973,,Juan Diosdado,,,juan.diosdado@gmail.com,,List import
11199678,Inactive Investor,Marc Broderick,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 8300 Greensboro Dr",marc.q.broderick@bofa.com,,Salesforce
10876737,Inactive Investor,Daniel Woelkers,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,daniel.woelkers@fmr.com,,Salesforce
11055534,Inactive Investor,Loran Meehan,,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",loran.meehan@wfadvisors.com,,Salesforce
10847435,Inactive Investor,Brad Weafer,Chief Investment Officer;Equity Research Analyst;Member,Boston Financial Management LLC,brad@bostonfinancialmanagement.com,,Salesforce
11111650,Inactive Investor,John Hendrix,,"Farmers Financial Solutions, LLC Gloucester VA 7336 Main St",jhendrix@farmersagent.com,,Salesforce
2572924,,Mintu Kumar,,,mintu65550@gmail.com,,
11233588,Inactive Investor,Ramez Haddad,Financial Consultant,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",,,Salesforce
10816224,Inactive Investor,Emanuel Zalants,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",emanuel.zalants@wellsfargoadvisors.com,,Salesforce
2460425,,Sandro Rafael,,,sandro.rafael@gmail.com,,
11146424,Inactive Investor,Lorena Valenzuela,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,lorenavalenzuela@statefarm.com,,Salesforce
10858482,Inactive Investor,Mark Avitabile,Financial Advisor,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",mark.avitabile@wellsfargoadvisors.com,,Salesforce
11171052,Inactive Investor,Enrique Che,,"DFPG Investments, LLC Honolulu HI 1001 Bishop St",,,Salesforce
9557917,,Shane Sahlberg,,,ssahlberg83@gmail.com,,List import
10861513,Inactive Investor,Philip Moston,,"Osaic Wealth, Inc. Thousand Oaks CA 3625 E Thousand Oaks Blvd",,,Salesforce
11232492,Inactive Investor,Nedra High,,"Empower Financial Services, Inc Glendale CA 3200 Buckingham Rd",nedra.high@empower.com,,Salesforce
10908672,Inactive Investor,Ronald Koehler,Financial Professional,"MML Investors Services, LLC Galesburg IL 2101 Windish Dr",rkoehler@financialguide.com,,Salesforce
213747,,Diego D'aquilio,,[Unknown],diego@anubidigital.com,,Content
9548601,,Moto Nakatani,,,mnakatani@tppllc.com,,List import
9550502,,Zhaohui Chen,,,z.chen@transamerica.com,,List import
9621093,,Junho Jung,,,4092691@naver.com,,List import
11044120,Inactive Investor,Emily Heimann,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated O Fallon IL 475 Regency Park",,,Salesforce
9640373,,Jinny Lee,,,jlee@inv.uchicago.edu,,List import
10755689,Inactive Investor,Astrid Nino,First Vice President;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,astrid.nino@morganstanley.com,,Salesforce
10888115,Inactive Investor,Richard Mohawk,,Country Capital Management Company Lombard IL 310 S Main St,richard.mohawk@countryfinancial.com,,Salesforce
10927823,Inactive Investor,Seabastian Jones,,Fidelity Brokerage Services LLC,,,Salesforce
199910,,Matthew Kaplan,,Imperial Capital Asset Management,mkaplan@icassetmanagement.com,3102463649,Paid Search
10753369,Inactive Investor,Benny Hinson,,J.P. Morgan Securities LLC Houston TX 2475 Bay Area Blvd,ron.x.hinson@jpmorgan.com,,Salesforce
11084147,Inactive Investor,Ashley Bologna,Manager;Vice President,Rockefeller Financial LLC,abologna@rockco.com,,Salesforce
10465959,,Ahmad narimanian,,,ahmadnarimanian79@gmail.com,,Web Form Fillout
11016627,Inactive Investor,Ketty Felix,,PFS Investments Inc. Orlando FL 1701 Park Center Dr,kfelix@primerica.com,,Salesforce
342521,,Rob Feder,,Monroe Capital Management Advisors Llc,rfeder@monroecap.com,312-258-8300,Manual List Upload
10615126,,Jeremy O'Brien,"Financial Advisor, Financial Planning Specialist, First Vice President - Wealth Management",,jeremy.obrien@morganstanley.com,,List Import
10808969,Inactive Investor,Luis Sanchez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10799376,Inactive Investor,Leslie Moise,,"Arete Wealth Management, LLC Charlotte NC 8510 McAlpine Park Dr",leslie.moise@aretewealth.com,,Salesforce
11012236,Inactive Investor,Adam Dorosky,,"Raymond James Financial Services, Inc. Wilmington DE 1013 Centre Rd",adam.dorosky@raymondjames.com,,Salesforce
10770863,Inactive Investor,Amy Martin,,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",,,Salesforce
10988452,Inactive Investor,Eric Fleming,,NYLIFE Securities LLC Lawrenceville GA Private Residence,efleming@ft.newyorklife.com,,Salesforce
10799773,Inactive Investor,James Houlding,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",austin_houlding@ml.com,,Salesforce
11076041,Inactive Investor,Robert Walker,Financial Advisor,"Cypress Capital, LLC",robertwalker@cypresscapital.com,,Salesforce
11093097,Inactive Investor,Natalie Sutcliffe,,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",,,Salesforce
11187891,Inactive Investor,Amrou Atasi,,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,amrou.atasi@jpmorgan.com,,Salesforce
11231278,Inactive Investor,Hector Jimenez Guerrero,,Citigroup Global Markets Inc.,,,Salesforce
11088500,Inactive Investor,Justen Cruz,Financial Advisor,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",justen.cruz@equitable.com,,Salesforce
10616910,,Erin Wikstrom,,,erin.patti@raymondjames.com,,List Import
10996014,Inactive Investor,Eleni Patel,Financial Advisor,"Equitable Advisors, LLC Northbrook IL 500 Skokie Blvd",eleni.patel@equitable.com,,Salesforce
11053468,Inactive Investor,Sukesh Pai,Chief Compliance Officer;Founder;Managing Member;Principal,Trillium Square Advisors LLC,sukesh.pai@trilliumsquare.com,,Salesforce
9564729,,Aaron Dormer,,,aaroncdormer@gmail.com,,List import
10618697,,Zachary Dombrowski,,,zdombrowski@ft.newyorklife.com,,List import
341031,,Peggy Espejo,Finance Specialist,"Hci Equity Management, L.p.",pespejo@hciequity.com,202-371-0150,Manual List Upload
11170252,Inactive Investor,Thomas Cutrone,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",thomas_cutrone@ml.com,,Salesforce
11007132,Inactive Investor,Cristian Witcher,,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",cristian.witcher@prudential.com,,Salesforce
10875726,Inactive Investor,Gregory Klein,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Fuquay Varina NC 1256 E Broad St",gregory.klein@wellsfargo.com,,Salesforce
343234,,Jason Bonderenko,Partner,Fcp,jason@fcpdc.com,240-395-2000,Manual List Upload
10967877,Inactive Investor,Natalie Martinez,,"Wells Fargo Clearing Services, LLC Glendale AZ 4323 W Peoria Ave",,,Salesforce
11116420,Inactive Investor,Ian Holmes,Relationship Banker,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",ian.holmes@wellsfargo.com,,Salesforce
11191034,Inactive Investor,Gretchen Brunner,,Compass,gmbrunner@compass-ltd.com,,Salesforce
10645857,,Vincent Lane,,,vincent.lane@primerica.com,,List Import
11172168,Inactive Investor,Brian Ohlfest,,Fidelity Brokerage Services LLC Menifee CA Private Residence,,,Salesforce
11157731,Inactive Investor,Jeffrey Fern,,"Ameritas Investment Company, LLC",jfern@ameritas.com,,Salesforce
10618240,,John Enright,,,john.g.enright@wellsfargoadvisors.com,,List Import
225358,,BENJAMIN SKAPUR,,[Unknown],teamexpressllc@gmail.com,,Direct
9580138,,Zewen Wang,,,wangzewen@mecc.sinosteel.com,,List import
155076,,Johanes Billy,,[Unknown],johanes.billy@gmail.com,,Paid Social
11124645,Inactive Investor,Jonathan Wayman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11129143,Inactive Investor,Bruce Edger,,"Beaconsfield Financial Services, Inc. Hastings MI 518 W Apple St",bruce.edger@beaconsfieldfinancial.com,,Salesforce
11150145,Inactive Investor,Kelly Rutherford,Wealth Management Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,kelly.rutherford@ubs.com,,Salesforce
11156966,Inactive Investor,Jeffrey Holben,Chief Compliance Officer;Managing Partner;Owner,"The Holben Group, LLC Denver CO 1777 S Harrison St",jeff@theholbengroup.com,,Salesforce
11062023,Inactive Investor,Christopher Walters,Chief Compliance Officer;Managing Director;Managing Member;Member;Portfolio Manager,"Wells Trecaso Financial Group, LLC",chris@wellstrecaso.com,,Salesforce
10770699,Inactive Investor,John Quinn,Executive Director,J.P. Morgan Securities LLC Minneapolis MN 606 Washington Ave SE,,,Salesforce
11145179,Inactive Investor,Remy Pop,Financial Advisor;First Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Boise ID 101 S Capitol Blvd,remy.pop@morganstanley.com,,Salesforce
11219462,,Matthew Gross,,,matthew_gross@troweprice.com,,Other
10989013,Inactive Investor,Stephen Dunn,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",stephen.dunn@prudential.com,,Salesforce
9621383,,Peter Ortiz,,,pete.ortiz@gmail.com,,List import
10644016,,Slavek Laskowski,,,slavek.laskowski@equitable.com,,List Import
11191655,Inactive Investor,Amber Amin,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10764740,Inactive Investor,Carmen Ball,,Thrivent Investment Management Inc. Fenton MO Private Residence,carmen.ball@thrivent.com,,Salesforce
10973116,Inactive Investor,Xiyi Guo,,Citigroup Global Markets Inc.,,,Salesforce
11102628,Inactive Investor,Tom Stapel,,"Cambridge Investment Research, Inc. Painesville OH 11091 Quail Hollow Dr",,,Salesforce
10779760,Inactive Investor,Jonathan Doering,Financial Consultant,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,jonathan.doering@thrivent.com,,Salesforce
10831412,Inactive Investor,Ryan Healy,,Capital Synergy Partners,rhealy@capitalsynergypartners.com,,Salesforce
11080975,Inactive Investor,Miguel Morales-Corujo,,"Wells Fargo Clearing Services, LLC Roanoke VA 4206 Electric Rd",,,Salesforce
11128643,Inactive Investor,John Conroy,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,,,Salesforce
10893818,Inactive Investor,Thomas Strange,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Bloomington IN 100 S College Ave,tj.strange@jpmorgan.com,,Salesforce
10930322,Inactive Investor,Mary Warren-Butler,,PFS Investments Inc. South Holland IL 900 E 162nd St,mary.warrenbutler@primerica.com,,Salesforce
10991238,Inactive Investor,Jeremy De Gasperi,,Standard Chartered Securities North America LLC,,,Salesforce
10995338,Inactive Investor,Kate Farmer,Associate,Edward Jones Calhoun GA 401 S Wall St,,,Salesforce
9646550,,JERRY JEONG,,,sekushi50@gmail.com,,List import
9543915,,Tina Montoya,,,tmontoya@sagepointadvisor.com,,List import
10779102,Inactive Investor,Ira Black,Financial Wellness Coach,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,ira.a.black@ubs.com,,Salesforce
10998230,Inactive Investor,Karen Cagle,,"Allstate Financial Services, LLC Little Rock AR 21620 Hwy 10",karencagle@allstate.com,,Salesforce
10799846,Inactive Investor,Oscar Loynaz,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,oscar.loynaz@jpmorgan.com,,Salesforce
10946383,Inactive Investor,Charles Delmonte,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
11182519,Inactive Investor,Gregory Fuerst,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Appleton WI 717 N McCarthy Rd",gregory.fuerst@rbc.com,,Salesforce
10883197,Inactive Investor,Seth Meisler,Lead Advisor,Prosperity Capital Advisors Golden Valley MN Private Residence,,,Salesforce
10852381,Inactive Investor,Brian Kuhns,,Andrew Garrett Inc. Newtown PA 41 University Dr,bkuhns@andrewgarrett.com,,Salesforce
11085089,Inactive Investor,Alex Garcia,Chief Compliance Officer;Investment Advisor;Managing Member;Principal,"AGG Asset Management, LLC",alex@aggassetmanagement.com,,Salesforce
11128166,Inactive Investor,Eric Evans,,Cetera Advisors LLC Newberg OR 105 N Main St,eric.evans@ceteraadvisors.com,,Salesforce
11026006,Inactive Investor,Ricardo Sanchez,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10885151,Inactive Investor,William Brawley,Vice President,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,,,Salesforce
10763731,Inactive Investor,Amber Carden,Institutional Client Advisor;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",amber.carden@bofa.com,,Salesforce
11211895,Inactive Investor,Ryan Carr,Financial Advisor,"Ameriprise Financial Services, LLC Hunt Valley MD 11350 McCormick Rd",ryan.carr@ampf.com,,Salesforce
11200212,Inactive Investor,Anthony Davidson,Investment Advisor Representative,"Osaic Wealth, Inc. Lexington KY 1795 Alysheba Way",,,Salesforce
8435,,Angelica Chavez,,None,abchavez7061@gmail.com,9382181015,Direct
11171857,Inactive Investor,William Corley,Municipal Principal;President,"1st Discount Brokerage, Inc.",wcorley@1db.com,,Salesforce
11011220,Inactive Investor,Annamalai Rajendran,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Legal Officer;Chief Operations Officer;President,Family CFO Inc,raj@familycfoinc.com,,Salesforce
11090256,Inactive Investor,Andrew Santibanez,Senior Wealth Advisor,The AmeriFlex Group Las Vegas NV 6980 Obannon Dr,,,Salesforce
11130853,Inactive Investor,Brandon Marvel,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",brandon.marvel@ml.com,,Salesforce
9553343,,Chung Chin huat,,,huat9652@gmail.com,,List import
10929125,Inactive Investor,Olga Taggart,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",,,Salesforce
10773013,Inactive Investor,Michael Rasner,Financial Advisor;Senior Vice President,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,michael.rasner@morganstanley.com,,Salesforce
10596222,,[Unknown],,,matthew.lubert@truist.com,,Web Form Fillout
9629507,,Dan Cahill,,,cahill_dan@hotmail.com,,List import
11151544,Inactive Investor,Kory Mount,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,kory.mount@fidelity.com,,Salesforce
11000538,Inactive Investor,Blair Hrovat,Agency Manager;Financial Advisor;Principal,"W&S Brokerage Services, Inc. Vincennes IN 624 Veterans Dr",blair.hrovat@wslife.com,,Salesforce
11219403,,Carli Weisberg,,,carli.weisberg@ml.com,,Other
11012246,Inactive Investor,Darlene Manchego,,PFS Investments Inc. Colorado Springs CO 2020 N Academy Blvd,dmanchego@primerica.com,,Salesforce
225414,,Bailey Cate,,[Unknown],bailey.cate@croptrust.org,,source
10837998,Inactive Investor,Mark Mascharka,,J.P. Morgan Securities LLC Cary IL 300 Northwest Hwy,mark.mascharka@jpmorgan.com,,Salesforce
11112309,Inactive Investor,Daniel Dwyer,,Edward Jones Napa CA 1721 1st St,,,Salesforce
10838010,Inactive Investor,Jennifer Cords,,Purshe Kaplan Sterling Investments Minneapolis MN 7900 Xerxes Ave S,jcords@pksinvest.com,,Salesforce
9566023,,Kurt Ives,,,kurt.ives@fidelity.com,,List import
10908121,Inactive Investor,Jason Craciun,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,jmcraciun@ft.newyorklife.com,,Salesforce
10905076,Inactive Investor,Brandon Hackenson,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,brandon.hackenson@primerica.com,,Salesforce
11182390,Inactive Investor,Timothy Brockman,Chief Compliance Officer;Investment Advisor;Managing Member,Stock Pro,,,Salesforce
10767834,Inactive Investor,Daniel Brienza,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",dan_brienza@ml.com,,Salesforce
9607929,,Mustafa Yurtsever,,,m.yurtsever1@hotmail.com,,List import
342321,,Andrew Graham,"Investment Director, Asia",Martin Currie Inc,agraham@martincurrie.com,441-312-295252,Manual List Upload
11086042,Inactive Investor,Dmitriy Bgatov,Financial Advisor,LPL Financial LLC San Diego CA 11440 W Bernardo Ct,d.bgatov@lpl.com,,Salesforce
11186738,Inactive Investor,Leslie Cool,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,leslie.cool@fidelity.com,,Salesforce
10974555,Inactive Investor,Jhanarae Cole,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,jhanarae.cole@jpmorgan.com,,Salesforce
9579008,,Lawrence Wiswall,,,lwiswall@tcsfinancial.com,,List import
9628326,,Richard Shu,,,richard.shu@morganstanley.com,,List import
11104226,Inactive Investor,Paul Light,Chief Compliance Officer;Director;President;Secretary;Treasurer,"Light Financial Services, Inc.",paul@lightfinancialservices.com,,Salesforce
246073,,Not Provided,Intern,Miller Strategies,nicholas@millerstrategies.com,,Manual List Upload
11199744,Inactive Investor,Marcus Johnson,Financial Advisor,Edward Jones Salt Lake City UT 1100 E 6600 S,marcus.johnson@edwardjones.com,,Salesforce
11041007,Inactive Investor,Cooper Henderson,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",cooper.henderson@nm.com,,Salesforce
10833615,Inactive Investor,Todd Holquist,Financial Advisor;Wealth Advisor,LPL Financial LLC Franklin MI 24255 W 13 Mile Rd,todd.holquist@lpl.com,,Salesforce
10941228,Inactive Investor,Jamie Springett,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9571951,,Emin Temiz,,,etemiz@gmail.com,,List import
10931668,Inactive Investor,Neal Roberts,,"Osaic Wealth, Inc. Appleton WI W6110 Aerotech Dr",nroberts@osaicwealth.com,,Salesforce
10824715,Inactive Investor,Jeffrey Migneault,,Commonwealth Financial Network Keene NH 382 West St,jmigneault@cfnmail.com,,Salesforce
9630513,,John Fisher,,,johnkirkfisher@protonmail.ch,,List import
153684,,carl steadly,,[Unknown],stonepewter@gmail.com,,Advertising
10868050,Inactive Investor,Jerald Reiner,Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",jerald.reiner@equitable.com,,Salesforce
10934403,Inactive Investor,Enrico Stassi,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",,,Salesforce
11155270,Inactive Investor,Tyler Albert,,"Avantax Investment Services, Inc. New Port Richey FL 9851 FL-54",,,Salesforce
10880544,Inactive Investor,Zachary Aldieri,Analyst;Senior Associate,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,zachary.aldieri@jpmorgan.com,,Salesforce
11186053,Inactive Investor,Tenille Jones-Redwine,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9573746,,Gregory Deptula,,,gregory.deptula@citadel.com,,List import
9573570,,Austin Schmidt,,,alpine.fritos@gmail.com,,List import
10900084,Inactive Investor,Matthew Sweat,,"The Leaders Group, Inc. Dublin GA 306 Academy Ave",matthew.sweat@leadersgroup.net,,Salesforce
11070191,Inactive Investor,Leonard Morano,,MWA Financial Services Inc. Orlando FL 4700 Millenia Blvd,leonard.s.morano@mwarep.org,,Salesforce
342173,,Patrick Gilrane,Chairman Of Senior Executive Advisors,"Argand Partners, Lp",pgilrane@argandequity.com,212-588-6470,Manual List Upload
9580396,,Henry James Banayat,,,bitshareslabs@gmail.com,,List import
10506044,,roger vierra,senior vp,ubs,roger.vierra@ubs.com,781-982-3627,List import
11144942,Inactive Investor,Allan Kaplan,,"M Holdings Securities, Inc. Skokie IL 8833 Gross Point Rd",allan.kaplan@mfin.com,,Salesforce
9613694,,Chris Reda,,,chris@redateam.com,,List import
9640870,,Bruce Arick,,,barick@butler.edu,,List import
10802340,Inactive Investor,Thomas Vitale,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",tom.vitale@nm.com,,Salesforce
10606172,,Robert Giannini,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",robert.giannini@raymondjames.com,203-307-2860,List Import
9564997,,Nathan Scholes,,,nathan.scholes@53.com,,List import
11042537,Inactive Investor,Nathan Sandoval,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",nate.sandoval@nm.com,,Salesforce
46011,,Robert Wagner,Financial Consultant,Thrivent Investment Management Inc.,rob.wagner@thrivent.com,763-746-3124,
11175495,Inactive Investor,Lori Fraraccio,Client Service Associate,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",lori.a.varga@ampf.com,,Salesforce
11110423,Inactive Investor,Matthew Coakley,Advisor;Chief Compliance Officer,Waypoint Strategic Advisors,,,Salesforce
9601612,,Ankit Shrivastava,,,ankitks@protonmail.com,,List import
11045025,Inactive Investor,Kyle Buehrer,Financial Associate,Thrivent Investment Management Inc. Tipp City OH 115 W Main St,kyle.buehrer@thrivent.com,,Salesforce
10939680,Inactive Investor,Lisa Evans-Dykes,,PlanMember Securities Corporation San Antonio TX 11550 W Interstate 10,,,Salesforce
9592051,,Armand Didier,,,armand.didier.ad@gmail.com,,List import
11163401,Inactive Investor,Jason Huggins,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10949688,Inactive Investor,Jerry Polovnuk,,Stirlingshire Investments,,,Salesforce
10953596,Inactive Investor,Christopher Rodler,,LPL Financial LLC Buffalo NY 200 John James Audubon Pkwy,christopher.rodler@lpl.com,,Salesforce
11127616,Inactive Investor,Reid Guthrie,Wealth Manager,United Capital Financial Advisors Spring TX 1450 Lake Robbins Dr,reid.guthrie@gs.com,,Salesforce
10940431,Inactive Investor,Michael Green,Financial Advisor,Edward Jones Littleton NH 1 Main St,michael.green@edwardjones.com,,Salesforce
11017850,Inactive Investor,Melissa Keung,Financial Advisor,"Raymond James & Associates, Inc.",melissa.keung@raymondjames.com,,Salesforce
11169806,Inactive Investor,Kimberlee Clark,,"Raymond James Financial Services, Inc. Naples FL 4933 Tamiami Trl N",kimberlee.clark@raymondjames.com,,Salesforce
10940202,Inactive Investor,Alan Hark,Financial Advisor,LPL Financial LLC Doylestown PA 182 W Court St,alan.hark@lpl.com,,Salesforce
11180153,Inactive Investor,Shain Steffens,Financial Planner,Commonwealth Financial Network Andover NJ 276 US Hwy 206,,,Salesforce
9936000,,FLAVIO DE OLIVEIRA,,,saltadores65@gmail.com,,Web form fillout
9629102,,Atul Chatur,,,aachatur@gmail.com,,List import
108751,,Alejandro Baquero-Lima,,Undisclosed,abaquerolima@gmail.com,(786) 201-2672,
11201740,Inactive Investor,Justin Anderson,,"Hornor, Townsend & Kent, LLC Cedar City UT 311 N 100 W",,,Salesforce
6594222,,Stephano Gabriel,,Leblon Equities,stephano.gabriel@leblonequities.com.br, +5521995661311,Web form fillout
9572213,,Andrew Pursel,,,apursel@dinuzzo.com,,List import
11029122,Inactive Investor,Lenka Holman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Diego CA 16870 W Bernardo Dr",lenka.holman@tfaconnect.com,,Salesforce
11053619,Inactive Investor,Eric Johanson,Chief Investment Officer;Portfolio Manager,Scope Wealth Management Santa Monica CA Private Residence,eric@scopewealth.com,,Salesforce
10791141,Inactive Investor,Jeannine Edmonds,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jedmonds@tiaa-cref.org,,Salesforce
11152310,Inactive Investor,Dennis Watkins,,"Raymond James Financial Services, Inc. Jackson MS 4785 Old Canton Rd",dennis.watkins@raymondjames.com,,Salesforce
10757270,Inactive Investor,Mark Babyak,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",mark.babyak@ml.com,,Salesforce
10856965,Inactive Investor,Bradley Bocketti,Financial Advisor;Wealth Strategy Associate,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,bradley.bocketti@ubs.com,,Salesforce
10775739,Inactive Investor,Christopher Nagle,Financial Advisor;Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,chris.nagle@morganstanley.com,,Salesforce
10760849,Inactive Investor,Salim Kimiagar,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",salim.kimiagar@wellsfargoadvisors.com,,Salesforce
6627084,,mokii fiona,,,hogoro4865@fsouda.com,,Web Form Fillout
10583260,,Made Swastika,,,damarley888@gmail.com,,Web Form Fillout
11199717,Inactive Investor,Sierra Muecke,Financial Advisor,LPL Financial LLC Portland OR 2175 NW Raleigh St,sierra.muecke@lpl.com,,Salesforce
10980452,Inactive Investor,Lawrence Sparks,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10861002,Inactive Investor,Darren Violette,,Park Avenue Securities LLC Whitinsville MA Private Residence,darren_violette@glic.com,,Salesforce
10880004,Inactive Investor,Joshua Phillips,Vice President,"Crews & Associates, Inc.",jphillips@crewsfs.com,,Salesforce
10848550,Inactive Investor,Steven Damiani,,"Raymond James Financial Services, Inc. San Antonio TX 15000 W Interstate 10",steven.damiani@raymondjames.com,,Salesforce
10943833,Inactive Investor,Joseph Darmofal,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9602012,,Peter Palmedo,,,peter@svgold.com,,List import
9593822,,Saurin Shah,,,saurin@gmail.com,,List import
10810234,Inactive Investor,William Denton,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",william_denton@ml.com,,Salesforce
10753784,Inactive Investor,Timothy Koerper,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",timothy.koerper@wellsfargo.com,,Salesforce
10647258,,Amy Vandersluis,,,amy.bernholtz@jpmorgan.com,,List Import
10815990,Inactive Investor,James Niedermeier,,"Ausdal Financial Partners, Inc. Rockford IL 2790 Centerville Rd",jamesniedermeier@afpadvisor.com,,Salesforce
10965733,Inactive Investor,William Prince,Chief Compliance Officer,"Prince, William L",wprince@strategic-income.com,,Salesforce
7058856,,Loren Billy,,,wenov77484@luxeic.com,,Web Form Fillout
9551881,,Thomas Stefaniak,,,tom@pinnaclewm.com,,List import
10873383,Inactive Investor,Kent Amos,,Kovack Securities Inc. Mobile AL 500 Boulevard Park E,kent@kovacksecurities.com,,Salesforce
9618434,,Jeremy Chase,,,jchase@parkmanhp.com,,List import
10943910,Inactive Investor,Marcantonio Antamoro,Chief Compliance Officer;Managing Partner,Alpha,mantamoro@alpha-ria.com,,Salesforce
11007676,Inactive Investor,Henry Walker,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11024866,Inactive Investor,Gregory McElheny,Financial Advisor,LPL Financial LLC Englewood CO 5251 DTC Pkwy,,,Salesforce
10869867,Inactive Investor,Robert Smith,Officer;Owner,Hendley & Co. Inc.,,,Salesforce
10998145,Inactive Investor,Chad Kunkel,,PFS Investments Inc. Redlands CA 721 Nevada St,ckunkel@primerica.com,,Salesforce
11199728,Inactive Investor,Connor Boyd,Associate Wealth Advisor,LPL Financial LLC Provo UT 430 W 1230 N,connor.boyd@lpl.com,,Salesforce
11187492,Inactive Investor,Lee Gilliam,,LPL Financial LLC Oberlin KS 101 S Penn Ave,lee.gilliam@lpl.com,,Salesforce
183100,,sharif sammy,,[Unknown],sherif.s.samy@gmail.com,,Organic Search
212449,,Joshua Vandenberg,CCO,"Prairie Wealth Advisors, Inc.",jvandenberg@prairiewealthadvisors.com,402-488-4477,Manual List Upload
9612124,,Jane-Ellen Wolak,,,jwolak@themfg.com,,List import
334688,,Lynne Mcentegart,"Secretary, vice President","Opus Investment Management, Inc.",lmcentegart@opusinvestment.com,508-855-6689,Manual List Upload
10864098,Inactive Investor,Kristin Schoenfelder,Investment Advisor Representative;Investment Manager;Vice President,"Marshall Investment Management, LLC",,,Salesforce
11004219,Inactive Investor,James McCullough,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,,,Salesforce
9600543,,Jessica Lambruschini-coy,,,jessica@destinationwm.com,,List import
11130675,Inactive Investor,Marlene Hanna,,J.P. Morgan Securities LLC Woodland Hills CA 20900 Ventura Blvd,marlene.hanna@jpmorgan.com,,Salesforce
9633554,,Salim Thobani,,,salim.thobani@gmail.com,,List import
10830367,Inactive Investor,Duncan Law,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,duncan.law@primerica.com,,Salesforce
11140703,Inactive Investor,Ashley Chandler,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11090041,Inactive Investor,Dwight Pendola,Investment Advisor Representative;Portfolio Manager,Horizon Wealth Advisors,,,Salesforce
11167018,Inactive Investor,Daniel Garden,Account Vice President,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,daniel.garden@ubs.com,,Salesforce
11165776,Inactive Investor,Michael Stokes,,"Transamerica Financial Advisors, Inc Red Bank NJ 43 W Front St",michael.stokes@tfaconnect.com,,Salesforce
10836959,Inactive Investor,David Mazzotta,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Irvine CA 1901 Main St,david.mazzotta@morganstanley.com,,Salesforce
11010952,Inactive Investor,Kaylee Graefe,Client Associate,Edward Jones Greenville WI W7003 Parkview Dr,,,Salesforce
11151921,Inactive Investor,Nathan Bartlett,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10812878,Inactive Investor,Thomas Heller,,"Next Financial Group, Inc. Bethel Park PA Private Residence",,,Salesforce
11098315,Inactive Investor,Bradley Edwards,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",bradley.edwards@usbank.com,,Salesforce
11181823,Inactive Investor,Samuel Katz,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
11106071,Inactive Investor,Steven Williamson,Chief Executive Officer;Owner,Williamson Wealth Management,,,Salesforce
11055674,Inactive Investor,Douglas Gribin,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,douglas_gribin@glic.com,,Salesforce
11205866,Inactive Investor,Karly Nieto,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
206310,,Phillip Attfield,,Gamehurst Farm ltd,gamehurstfarm@gmail.com,7767476611,
9615372,,Nifties Com,,,askfama@gmail.com,,List import
10811858,Inactive Investor,Stephen Vise,Financial Advisor;Senior Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,steve.vise@morganstanley.com,,Salesforce
9643853,,Dwight Byram,,,djbyram@sbcglobal.net,,List import
10860498,Inactive Investor,Michael Ealey,Financial Advisor,"MML Investors Services, LLC Charlotte NC 4350 Congress St",mealey@financialguide.com,,Salesforce
11184125,Inactive Investor,Stephen Receski,,"Spire Securities, LLC Pittsburgh PA 6507 Wilkins Ave",stephen.receski@spireip.com,,Salesforce
338443,,MANORAMA PAI,,Newport Financial Planning,manorama@newportfinancialplanning.com,,Event
10762819,Inactive Investor,Benjamin Duenwald,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",benjamin_duenwald@ml.com,,Salesforce
11055425,Inactive Investor,Theresa Jansen,,"Wells Fargo Clearing Services, LLC",theresa.jansen@wellsfargoadvisors.com,,Salesforce
10924191,Inactive Investor,George Ansloan,Financial Advisor,Edward Jones Vincennes IN 202 N 2nd St,george.ansloan@edwardjones.com,,Salesforce
343619,,Rob Mangold,COO,"Greenbush Financial Group, Llc",rmangold@greenbushfinancial.com,518-477-6686,Manual List Upload
10902181,Inactive Investor,Decundi Watkins,,Goldman Sachs & Co.,,,Salesforce
10914618,Inactive Investor,Daniel Dougherty,Financial Advisor,"Ameriprise Financial Services, LLC Scarborough ME 5 Ward St",daniel.j.dougherty@ampf.com,,Salesforce
9598668,,Jeremy Killeen,,,killeen.jeremy@gmail.com,,List import
10771819,Inactive Investor,Brett Wickmann,Chief Compliance Officer,"Aptus Capital Advisors, LLC",bwickmann@aptuscapitaladvisors.com,,Salesforce
97436,,Chukwukamagozi Onyeagba,,Nigeria,chikafreemanolive@gmail.com,,
11205443,Inactive Investor,Prescott Rowe,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",prescott.rowe@ml.com,,Salesforce
10977561,Inactive Investor,Jarrod Bokhart,Investment Advisor,Siler Wealth Management,jarrod@stockdr.com,,Salesforce
11121203,Inactive Investor,Kyle Garra,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,,,Salesforce
10616659,,James Vande Logt,,,james.vandelogt@lpl.com,,List Import
11177112,Inactive Investor,Douglas Snow,,UBS Financial Services Inc. Melville NY 58 S Service Rd,douglas.snow@ubs.com,,Salesforce
9550839,,Ryan Kilstein,,,ryan@southpoint-capital.com,,List import
10842346,Inactive Investor,David O'Neil,Financial Consultant,LPL Financial LLC Lyons Falls NY 4116 Center St,david.oneil@lpl.com,,Salesforce
9553396,,Tommy L,,,reallifeharvest@yahoo.com,,List import
9600692,,xiaomeng wang,,,jessiemm920722@gmail.com,,List import
10854672,Inactive Investor,Richard Desmedt,Financial Professional,"Equitable Advisors, LLC Arlington Heights IL 135 E Algonquin Rd",richard.desmedt@equitable.com,,Salesforce
11105205,Inactive Investor,Alex Garcia,,J.P. Morgan Securities LLC Missouri City TX 10410 Hwy 6,alex.garcia@jpmorgan.com,,Salesforce
99305,,Ashok Nayyar,"Chief Investment Officer, Managing Director, Regulatory Contact",MC Credit Partners LP,anayyar@mccp.com,203-989-9700,Manual List Upload
10900232,Inactive Investor,Samual Landis,,J.P. Morgan Securities LLC Spokane WA 9101 N Indian Trail Rd,samual.landis@jpmorgan.com,,Salesforce
11202825,Inactive Investor,Claudia Naffah,Advisor,WE Family Offices,claudia.naffah@wefamilyoffices.com,,Salesforce
10681516,,Sherry Minkiewicz,,,sminkie@gmail.com,,Web Form Fillout
10932514,Inactive Investor,Wayne Mescher,,"Osaic Wealth, Inc. Piqua OH Private Residence",,,Salesforce
10915592,Inactive Investor,Christina Ebey,Financial Advisor,Edward Jones Newberry FL 105 SW 140th Ct,christina.ebey@edwardjones.com,,Salesforce
11176655,Inactive Investor,Richard Eddy,Fundamental Analyst;Managing Member;Partner,Financial Leadership,,,Salesforce
10915786,Inactive Investor,Lawrence Reitars,Financial Advisor,"Stifel Independent Advisors, LLC Center Valley PA 4965 Drummond Cir",reitarsl@stifelindependence.com,,Salesforce
11235138,Inactive Investor,Cheryl Blakey,Financial Advisor;Financial Planner,Protection Point Advisors Kirkwood PA Private Residence,cblakey@protectionpointadvisors.com,,Salesforce
11066807,Inactive Investor,Logan Jordan,,DP Grow LLC,,,Salesforce
10755446,Inactive Investor,Michael Maher,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,jr.m.maher@morganstanley.com,,Salesforce
10829583,Inactive Investor,Harry Shelton,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10915694,Inactive Investor,Clayton Keyes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10989480,Inactive Investor,Gregory Oglesby,Planning Associate,"William Madison Advisors, Inc.",,,Salesforce
9623568,,Larry Becker,,,lcmb87@yahoo.com,,List import
10420042,,Yuji Buchan,,,yujifujiwarabuchan@gmail.com,,Web Form Fillout
10955258,Inactive Investor,Jose Perez Aguilar,,J.P. Morgan Securities LLC,,,Salesforce
11062312,Inactive Investor,Alessandra Graber,Financial Advisor,Edward Jones Prairie Village KS 7301 Mission Rd,alessandra.graber@edwardjones.com,,Salesforce
10791294,Inactive Investor,Lee Jines,,"Crews & Associates, Inc.",ljines@crewsfs.com,,Salesforce
9647295,,Jon Lamb,,,tahini_experts.0f@icloud.com,,List import
9552479,,Michael Stone,,,michael@pwco.com,,List import
11147013,Inactive Investor,Russell Rybicki,,"Cambridge Investment Research, Inc. Urbana IL Private Residence",,,Salesforce
10858919,Inactive Investor,John Kapek,,OneDigital Investment Advisors Spokane WA 221 N Wall St,,,Salesforce
10864686,Inactive Investor,Deborah Fendley,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,deborah.fendley@primerica.com,,Salesforce
67494,,Kari Kibby,"Financial Associate, Financial Consultant",Thrivent Investment Management Inc.,kari.kibby@thrivent.com,319-626-4554,
9608447,,Dmytro Lialiuk,,,norby2005@yandex.ru,,List import
11152624,Inactive Investor,Peter Magnuson,,"Level Four Financial, LLC Sarasota FL 3900 Clark Rd",pmagnuson@harborfs.com,,Salesforce
9638210,,Samantha Cribbet,,,samantha.cribbet@theartswave.org,,List import
10789858,Inactive Investor,David Erwin,Senior Financial Advisor,Commonwealth Financial Network Woburn MA 400 Unicorn Park Dr,derwin@commonwealth.com,,Salesforce
9627494,,Jay Rivera,,,jayerivera@yahoo.com,,List import
117718,,Thomas McClendon,Financial Advisor,"VALIC Financial Advisors, Inc.",tommy.mcclendon@valic.com,901-268-6345,
10859492,Inactive Investor,Victoria Roman,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,victoria.roman@jpmorgan.com,,Salesforce
332448,,Tony Esposito,,[Unknown],anthony.v.esposito@jpmorgan.com,,
10895485,Inactive Investor,Deborah Ardoin,Senior Client Service Associate,"Raymond James & Associates, Inc. Lake Charles LA 3723 Nelson Rd",deborah.ardoin@raymondjames.com,,Salesforce
343453,,Alexander Przewozniak,Associate,Glendower Capital,alex.przewozniak@glendowercapital.com,121-265-38400,Manual List Upload
213508,,Jason Lammert,,[Unknown],jason.lammert@morganstanleypwm.com,,source
11107265,Inactive Investor,Robert Von Gerds,Financial Advisor;Financial Consultant;Financial Professional,"Equitable Advisors, LLC Harrison OH Private Residence",robert.von-gerds@equitable.com,,Salesforce
10936027,Inactive Investor,Nicholas Dykstra,,"U.S. Bancorp Advisors, LLC Santa Barbara CA 20 E Carrillo St",nicholas.dykstra@unionbank.com,,Salesforce
10837547,Inactive Investor,Robert Arbon,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hurricane UT 52 S 850 W",bob.arbon@tfaconnect.com,,Salesforce
346398,,Daniel Jones,Senior Financial Advisor,"Cooper/haims Advisors, Llc",djones@cooperhaims.com,585-248-6400,Manual List Upload
9555527,,Run Man,,,runm8@outlook.com,,
10878660,Inactive Investor,Bobby Stokey,,Lincoln Investment Frisco TX Private Residence,,,Salesforce
10893807,Inactive Investor,Hector Trujillo,Executive Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,hector.trujillo@jpmorgan.com,,Salesforce
342677,,Roberta Schwartz,Client Relationship Manager,Sterling Partners Equity Advisors Llc,rschwartz@spequityadvisors.com,312-465-7000,Manual List Upload
10934649,Inactive Investor,Steven Powers,,"Mount Yale Investment Advisors, LLC Minneapolis MN 605 Hwy 169 N",steven.powers@mtyale.com,,Salesforce
9547489,,Lyle Boley,,,boleylyle192@gmail.com,,List import
9594138,,Tony Meng,,,tony.meng@babel.capital,,List import
10881894,Inactive Investor,Leandro Savillo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",leandro.savillo@ml.com,,Salesforce
11177739,Inactive Investor,Eric Benson,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",eric.benson@nm.com,,Salesforce
11026242,Inactive Investor,Michael Dasilva,Director,Morgan Stanley New York NY 55 E 52nd St,michael.dasilva@morganstanley.com,,Salesforce
9620989,,Frank Alden,,,falden8703@aol.com,,List import
10812682,Inactive Investor,Sara Martinucci,Wealth Strategies Consultant,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",sara.martinucci@rbc.com,,Salesforce
10942304,Inactive Investor,Kelly Hewes,,"Empower Financial Services, Inc",kelly.hewes@empower.com,,Salesforce
10853710,Inactive Investor,Robert Moses,Director - Research;Senior Portfolio Manager,Alpha Solutions Investment Advisors,robert@asiadvisors.com,,Salesforce
9545181,,Mary Grodin,,,mgrodin@massmutual.com,,List import
374431,,Frank Schoch,,,,7578406326,Salesforce
11085708,Inactive Investor,Eric Gray,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,eric.gray@jpmorgan.com,,Salesforce
10854073,Inactive Investor,Richard Galloway,Financial Advisor,Edward Jones George West TX 306 Houston St,richard.galloway@edwardjones.com,,Salesforce
10486878,,Paul Daggett,Managing Director,Neuberger Berman BD LLC,pdaggett@nb.com,,List Import
11077946,Inactive Investor,David Perrone,,"Raymond James Financial Services, Inc. Metuchen NJ 495 Main St",david.perrone@raymondjames.com,,Salesforce
11182720,Inactive Investor,George Heidelmeier,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,george.heidelmeier@primerica.com,,Salesforce
11211651,Inactive Investor,Stephen Jerry,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",stephen.jerry@prudential.com,,Salesforce
11015799,Inactive Investor,Jason Little,Financial Advisor,LPL Financial LLC Ridgeland MS 1029 Highland Colony Pkwy,jason.little@lpl.com,,Salesforce
10850534,Inactive Investor,Matthew McGinnis,Portfolio Manager;Vice President,Neuberger Berman BD LLC,mmcginnis@nb.com,,Salesforce
10978194,Inactive Investor,Peter Truong,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",,,Salesforce
9587624,,Sam Snyder,,,snyder@greyrockcapitalgroup.com,,List import
10932528,Inactive Investor,Kathleen Markoski,,Key Investment Services LLC Canton OH 7126 Fulton Dr NW,kmarkoski@kisinvestments.com,,Salesforce
11076247,Inactive Investor,David Murray,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,tray.murray.pocn@statefarm.com,,Salesforce
10759701,Inactive Investor,Kenneth Dresel,Branch Manager;Vice President,Morgan Stanley Midland TX 6 Desta Dr,kenneth.dresel@morganstanley.com,,Salesforce
10944855,Inactive Investor,Matthew Lorenz,,Vanguard Marketing Corporation,matthew_lorenz@vanguard.com,,Salesforce
10614590,,Ralph Laporta,"Financial Advisor, Financial Planning Specialist, First Vice President, Senior Vice President",,ralph.laporta@morganstanley.com,,List Import
1003474,Inactive Investor,Maria Robinson,,Texas A&M University System,mrobinson@tamu.edu,,3rd Party Lead Gen
10606146,,George Neofytidis,"Managing Director, Portfolio Manager","ClearBridge Investments, LLC",neogeo2222@gmail.com,212-805-2070,List Import
10928739,Inactive Investor,Valerie Fairnington,,"Allstate Financial Services, LLC Miami FL 9200 S Dadeland Blvd",valeriefairnington@allstate.com,,Salesforce
9798710,,uytrf utrf5tf,,,hocinaj677@trazeco.com,,Web Form Fillout
9605541,,Silvia Estevez,,,silviamestevez79@gmail.com,,List import
11259960,Inactive Investor,Tami Tingey,,LPL Financial LLC Salt Lake City UT 1 S Main St,,,Salesforce
10794113,Inactive Investor,Laurence Assip,,Citigroup Global Markets Inc.,laurence.assip@citi.com,,Salesforce
11030751,Inactive Investor,James Murphy,Financial Advisor,"Equitable Advisors, LLC Pearl River NY 1 Blue Hill Plz",james.murphy4@equitable.com,,Salesforce
10973916,Inactive Investor,Christopher Jackson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
226868,, -,,[[Unknown]],blockchainstocks@gmail.com,,Initial Salesforce Import
11057618,Inactive Investor,Armen Kesian,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",akesian@sanctuarywealth.com,,Salesforce
202458,,sandrine peters,,[Unknown],sandrine.peters@gmail.com,,Other
11040865,Inactive Investor,Norman Daniels,,State Farm VP Management Corp. Spencer WV 417 E Main St,norman.daniels.uh95@statefarm.com,,Salesforce
10759631,Inactive Investor,Martin Marron,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,martin.g.marron@jpmorgan.com,,Salesforce
9638610,,Tony Mestres,,,t.mestres@seattlefoundation.org,,List import
11085881,Inactive Investor,Daniel Provencio,,"Wells Fargo Clearing Services, LLC El Paso TX 1340 George Dieter Dr",,,Salesforce
11130926,Inactive Investor,Andrew Thrift,Financial Advisor,Market Street Wealth Management,athrift@marketstreetwealth.net,,Salesforce
10351056,,"Hi, Anna!",,,annaseo732@gmail.com,,Web Form Fillout
10831561,Inactive Investor,James Riley,,"Osaic Wealth, Inc. Wichita KS 6700 W Central Ave",jriley@osaicwealth.com,,Salesforce
10976546,Inactive Investor,Freya Patrick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,freya.patrick@fidelity.com,,Salesforce
343529,,Cara Marinovich,Financial Planning Associate,"Marietta Wealth Management, Llc",cmarinovich@mariettawealth.com,404-549-6930,Manual List Upload
11000819,Inactive Investor,Aradhana Dhakal,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11047990,Inactive Investor,James Pacholek,Chief Executive Officer;Managing Partner;Member,CMG Wealth Management,jpacholek@cmgwm.com,,Salesforce
11057615,Inactive Investor,Katherine Mustain,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",katherine.n.mustain@nm.com,,Salesforce
10967235,Inactive Investor,Maria Furtado,,Fidelity Brokerage Services LLC,,,Salesforce
11104735,Inactive Investor,Danni Shen,Financial Advisor,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",danni.shen@prudential.com,,Salesforce
9617195,,Shyam Yekanath,,,ssy241@gmail.com,,List import
333616,,Kenneth Landgraf,,Mercer Global Advisors Inc.,klandgraf@merceradvisors.com,,
11088988,Inactive Investor,Lawrence Weber,Financial Advisor,"Voya Financial Advisors, Inc. Rockville MD 1451 Rockville Pike",larry.weber@voyafa.com,,Salesforce
11186136,Inactive Investor,Darl Bidleman,Financial Advisor,Edward Jones East Wenatchee WA 107 Eastmont Ave,darl.bidleman@edwardjones.com,,Salesforce
11195206,Inactive Investor,Stanley Riggs,,"CFD Investments, Inc. Bowling Green OH 745 Haskins Rd",stanley.riggs@cfdinvestments.com,,Salesforce
10777283,Inactive Investor,Jeffrey Weiner,Executive Director;Financial Advisor,Morgan Stanley Nashville TN 3102 West End Ave,jeffrey.weiner@morganstanley.com,,Salesforce
10963282,Inactive Investor,Thomas Hippler,,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",thomas.hippler@equitable.com,,Salesforce
10816365,Inactive Investor,David Shepherd,Board Member;Management Board;Managing Member,"Shepherd Kaplan Krochuk, LLC",,,Salesforce
10813009,Inactive Investor,Grafton Newman,,"Silver Oak Securities, Incorporated Santa Rosa Beach FL 34 Brook Ct",,,Salesforce
10987081,Inactive Investor,Cole Burbage,,"Empower Financial Services, Inc Forty Fort PA Private Residence",cole.burbage@empower.com,,Salesforce
10816895,Inactive Investor,David Horvath,Financial Advisor,"Wells Fargo Clearing Services, LLC Burnet TX 1101 Buchanan Dr",david.horvath@wellsfargo.com,,Salesforce
10942490,Inactive Investor,Timothy Padilla,,Cetera Advisor Networks LLC Downey CA Private Residence,timothy.padilla@ceterawealth.com,,Salesforce
10946341,Inactive Investor,Matthew Curran,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",matt.curran@nm.com,,Salesforce
11062383,Inactive Investor,Thomas Brennecke,Managing Member,"Timber Creek Capital Management, LLC",trb@timbercreek-capital.com,,Salesforce
9592063,,Hyo soon Joeng,,,jhs20011@naver.com,,List import
11091247,Inactive Investor,Dean Gatsis,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,,,Salesforce
5366830,,Monica Jackson,,,mjackson347@gatech.edu,,Web form fillout
11229199,Inactive Investor,Everett Collins,Managing Director - Fixed Income Sales,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",taylor.collins@raymondjames.com,,Salesforce
10912736,Inactive Investor,Cole Sharp,,"Raymond James Financial Services, Inc. Nebraska City NE 1720 S 11th St",cole.sharp@raymondjames.com,,Salesforce
75637,,Grace Ong,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",grace.ong@transamerica.com,727-299-1800,
10954646,Inactive Investor,Ruoqian Ding,,Citigroup Global Markets Inc.,,,Salesforce
11102710,Inactive Investor,Eric Mertz,Client Relationship Specialist,"Charles Schwab & Co., Inc. West Palm Beach FL 501 S Flagler Dr",,,Salesforce
10766157,Inactive Investor,Michelle Mayer,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",michelle.mayer@ml.com,,Salesforce
11009619,Inactive Investor,Chandler Uwazie,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",,,Salesforce
10879103,Inactive Investor,Shawn Trenolone,,"BOK Financial Securities, Inc. Overland Park KS 7101 College Blvd",strenolone@bokf.com,,Salesforce
11024492,Inactive Investor,Michael Macieira,,"Pruco Securities, LLC. Watchung NJ Private Residence",michael.macieira@prudential.com,,Salesforce
207062,,Shun Iwakura,,[Unknown],s.iwakura89@gmail.com,,Paid Social
240332,,Dave Brannon,,[Unknown],davidfbrannon@yahoo.com,,Direct
10874482,Inactive Investor,Matthew Stansberry,,PFS Investments Inc. Meridian ID 1404 N Main St,matthew.stansberry@primerica.com,,Salesforce
10830412,Inactive Investor,Drake Richie,Financial Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,drake.richie@morganstanley.com,,Salesforce
11202566,Inactive Investor,Delmer Hyde,Financial Advisor,Trek Financial Vernal UT 1256 W 400 S,delmer@trekfinancial.com,,Salesforce
10806151,Inactive Investor,Christopher Leckenby,Regional Director,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",christopher.leckenby@prudential.com,,Salesforce
10957680,Inactive Investor,David Cobb,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 6750 Greenville Ave",,,Salesforce
10965238,Inactive Investor,Courtney Kordsmeier,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,courtney.kordsmeier@fmr.com,,Salesforce
10859728,Inactive Investor,Ronald Seibenhener,,"Allstate Financial Services, LLC Fort Oglethorpe GA 2855 Battlefield Pkwy",ronaldseibenhener@allstate.com,,Salesforce
10954142,Inactive Investor,Valentin Duran,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,valentin_duran@vanguard.com,,Salesforce
11012735,Inactive Investor,Jonathan Rivera,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,,,Salesforce
10781728,Inactive Investor,Christine Lanni,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christine.m.lanni@jpmorgan.com,,Salesforce
92851,,SeyedMahdi Safavi,,Iran,dany.necromancer@gmail.com,,
10890382,Inactive Investor,Payum Payman,Senior Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9633765,,Uriel Rubalcava,,,uriel.rubalcava@yahoo.com,,List import
11000480,Inactive Investor,Benjamin Kapusta,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",benjamin.kapusta@nm.com,,Salesforce
10773679,Inactive Investor,Kevin Welsh,Productivity Consultant,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",kevin.welsh@wellsfargoadvisors.com,,Salesforce
238256,,roshd.rezadelavari@gmail.com ??????,,roshd.rezadelavari@gmail.com Ø´Ù‡Ø¨Ø§Ø²ÛŒ,roshd.rezadelavari@gmail.com,,
10835307,Inactive Investor,Michael Absher,Chief Investment Officer;Founder;Investment Advisor Representative;Managing Director;Managing Member;President;Regulatory Contac,"Absher Wealth Management, LLC",mike@absherwealth.com,,Salesforce
10535860,,KENNETH JONES,,,k86882593@gmail.com,,Web Form Fillout
9620576,,Hafeizh Putra Astian,,,hafeizh.putra.astian@gmail.com,,List import
10798559,Inactive Investor,Philip Voelker,Senior Vice President,"Advanced Asset Management Advisors, Inc.",pvoelker@aamamail.com,,Salesforce
10828866,Inactive Investor,Lloyd Glazer,Managing Partner,Mayflower Advisors,lloyd.glazer@mayfloweradvisors.com,,Salesforce
9625346,,Joshua Locsin,,,jlocsin0120@gmail.com,,List import
10846360,Inactive Investor,Jeffrey Thomas,,"BFC Planning, Inc. Las Vegas NV 8430 W Lake Mead Blvd",,,Salesforce
10981423,Inactive Investor,James Hinkle,,PFS Investments Inc. Windsor Locks CT 5 National Dr,,,Salesforce
11135704,Inactive Investor,Paul Smith,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",,,Salesforce
10954809,Inactive Investor,Allison Johnston,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,allison.johnston@jpmorgan.com,,Salesforce
9606342,,bobby nah,,,nahthanks@gmail.com,,List import
9595933,,Christophe Dionot,,,cdionot@wealthenhancement.com,,List import
11143752,Inactive Investor,David McKechnie,,"ValMark Securities, Inc. Gloucester MA 3 Heritage Way",,,Salesforce
11147203,Inactive Investor,Jessica Mosman,,"MML Investors Services, LLC Round Rock TX 3010 E Old Settlers Blvd",jmosman@financialguide.com,,Salesforce
9604245,,Bruce Li,,,bruce.li@nkn.org,,List import
10755036,Inactive Investor,Renee Houser,,"Wells Fargo Clearing Services, LLC Athens GA 315 Hawthorne Ln",renee.houser@wellsfargoadvisors.com,,Salesforce
10763466,Inactive Investor,Howard Epstein,,B. Riley Wealth Management Upper Arlington OH Private Residence,hepstein@brileywealth.com,,Salesforce
10956381,Inactive Investor,Daniel Pimentel,,"Wells Fargo Clearing Services, LLC Fort Worth TX 2850 Heritage Trace Pkwy",,,Salesforce
11007114,Inactive Investor,James Chambers,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",,,Salesforce
11101022,Inactive Investor,Rea Laflin,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10827554,Inactive Investor,Robert Rothman,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",robert.a.rothman@ml.com,,Salesforce
10619116,,Matthew Channell,,,mchannell@greatlakesadvisors.com,,List Import
10892437,Inactive Investor,Cynthia Guynn,,"Vanderbilt Securities, LLC San Francisco CA 1250 Jones St",sguynn@vanderbiltsecurities.com,,Salesforce
11055542,Inactive Investor,Jerome Bennett,Vice President,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",jerome.bennett@wfadvisors.com,,Salesforce
9578190,,Bryson Beirne,Senior Investment Advisor,Fisher Investments,b.beirne@fi.com,,List import
10531860,,Gary Blumenfeld,"Financial Advisor, Senior Vice President - Wealth Management",Morgan Stanley,gary.a.blumenfeld@morganstanley.com,2126922815,List Import
10486545,,Glenn Able,,Creative Planning,glenn.able@creativeplanning.com,,List Import
10933702,Inactive Investor,Benjamin Petersen,,"Osaic Wealth, Inc. Bend OR 19785 Village Office Ct",,,Salesforce
216005,,Judith Mweli,,United States,mwelijudith@gmail.com,,Organic Search
10836409,Inactive Investor,Erik Kingshill,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",erik_kingshill@ml.com,,Salesforce
10865320,Inactive Investor,Frederick Jackson,,"Avantax Investment Services, Inc. Osterville MA 224 Pine Lane Ext",,,Salesforce
11170188,Inactive Investor,Elvis Brito Bueno,Wealth Management Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,elvis.brito-bueno@ubs.com,,Salesforce
10789621,Inactive Investor,James Darmody,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,james.e.darmody@jpmorgan.com,,Salesforce
10804011,Inactive Investor,Richard Briscoe,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",blake.briscoe@bofa.com,,Salesforce
10904937,Inactive Investor,John Medeiros,Financial Advisor,LPL Financial LLC Somerset MA Private Residence,john.medeiros@lpl.com,,Salesforce
11030454,Inactive Investor,Mindy Tankel,Director - Wealth Management,"Aspiriant, LLC",mtankel@aspiriant.com,,Salesforce
10621682,,Emily Ruderman,,,eruderman@firstrepublic.com,,List import
10887769,Inactive Investor,Paul Houle,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,paul.houle.b8vt@statefarm.com,,Salesforce
11165511,Inactive Investor,Cesar Castaneda,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,cesar.castaneda@jpmorgan.com,,Salesforce
10940893,Inactive Investor,Suresh Shah,,"Calton & Associates, Inc. Carrollton TX 1137 Yorkshire Dr",sshah@calton.com,,Salesforce
10789898,Inactive Investor,Christa Pargas,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",christa_pargas@ml.com,,Salesforce
1003947,Inactive Investor,Thomas Wales,,Thomas Wales,tomwalesvt@yahoo.com,917-902-7285,
2261043,,anna friedman,,,poq59914@xcoxc.com,,
11016614,Inactive Investor,Samantha Driver,,"Signature Estate Securities, Inc.",,,Salesforce
10859030,Inactive Investor,Robert Unverzagt,Secretary,South Bay Financial Partners Torrance CA 3868 W Carson St,,,Salesforce
11154696,Inactive Investor,Genina Galindo,,Citigroup Global Markets Inc.,,,Salesforce
10994419,Inactive Investor,Kristina Dinkins,,"OneAmerica Securities, Inc.",,,Salesforce
11074353,Inactive Investor,Joseph Allen,Chief Investment Officer;Shareholder;Wealth Advisor,Lane Brothers Investment Counsel,joe@lanebrothers.com,,Salesforce
10981550,Inactive Investor,Jacob Toomey,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,jacob.toomey@fmr.com,,Salesforce
9564979,,Robert Burns,,,rburns@burnsfin.com,,List import
11045762,Inactive Investor,Tristan Peschka,Financial Advisor,"Good Life Advisors, LLC Alexandria VA 633 S Washington St",tristan.peschka@goodlifefa.com,,Salesforce
9614930,,Vlad Andrei,,,vlad@albaronventures.com,,List import
9561657,,Paul Horng,,,paulh@badgley.com,,List Import
368126,,Steve Morgan,CFO,,smorgan@racatgroup.com,,Webinar
11189250,Inactive Investor,Frank Winford,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",frank.winford@alex-brown.com,,Salesforce
11222316,,Thomas Scotto,,,tscotto@regalfin.com,,List Import
9566890,,Carol Li,,,carol@goldengatecpa.com,,List import
9568312,,k h,,,kaitoh93@gmail.com,,List import
10915891,Inactive Investor,Natalia Davis,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated The Villages FL 2315 Parr Dr",natalia.davis@ml.com,,Salesforce
159955,,Tai Nguyen,,[Unknown],ngn.tai@gmail.com,,Organic Search
9648133,,Josue David Razon Palomares,,,majoss793@gmail.com,,List import
10656253,,Patrick Hamilton,,,phamilton1@allstate.com,,List Import
11136295,Inactive Investor,Robert Audrain,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10809673,Inactive Investor,Richard Sponholz,Owner,R.O.S. Asset Management Annapolis MD 416 Cranes Roost Ct,,,Salesforce
11095855,Inactive Investor,John Shaffer,,"Latitude Advisors, LLC East Freedom PA Private Residence",jshaffer@latitudefinancial.net,,Salesforce
9598362,,Luc Vong,,,vong.luc@gmail.com,,List import
11001863,Inactive Investor,Jaime Frank,,PFS Investments Inc. Valley Stream NY 70 E Sunrise Hwy,jfrank@primerica.com,,Salesforce
11209053,Inactive Investor,Robert Blanusa,Senior Financial Advisor,Napa Wealth Management,robert@napawealth.com,,Salesforce
341853,,Rodrigo Bassit,Associate,Ta Associates,rbassit@ta.com,617-574-6700,Manual List Upload
71232,,Stephen Owen,Principal,"South Street Advisors, Llc",sowen@southstreetadv.com,212-292-7803,Manual List Upload
10886499,Inactive Investor,Sidney Gulledge,Executive Director,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,sidney.gulledge@jpmorgan.com,,Salesforce
9641900,,Danny Martin,,,dmartin@eckler.ca,,List import
11092477,Inactive Investor,Robert Fichter,,"MML Investors Services, LLC Dublin OH 495 Metro Pl S",rfichter@financialguide.com,,Salesforce
10965908,Inactive Investor,John Gilpin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11125894,Inactive Investor,Ellen Kenney,Financial Advisor,"Ameriprise Financial Services, LLC Arlington MA 11 Water St",ellen.m.kenney@ampf.com,,Salesforce
10889451,Inactive Investor,Ramona Hebert,Portfolio Manager;Retirement Plan Advisor;Vice President,Hebert Advisory Services Inc,mona@hebertadvisory.com,,Salesforce
350144,,Betty Adam,Sales Assistant,Valley National Advisers Inc,badam@valleynationalgroup.com,610-868-9000,Manual List Upload
10968575,Inactive Investor,Todd Bauder,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10906984,Inactive Investor,Joseph Puetz,,"Acrylic Financial, Inc. Elkhorn NE Private Residence",joe.puetz@acrylicfinancial.com,,Salesforce
233979,,Robert -,,RLM Financial,robert@rlmmi.com,,
10921001,Inactive Investor,Erin Grosz,,"Raymond James Financial Services, Inc. Bemidji MN 1600 Paul Bunyan Dr NW",erin.grosz@raymondjames.com,,Salesforce
11223139,,Michael Kagan,,,mkagan@clearbridgeadvisors.com,,List Import
10836537,Inactive Investor,Joshua Erickson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",joshua.erickson@ml.com,,Salesforce
9593702,,sebastian lefebvre,,,seblefe92@gmail.com,,List import
9628284,,Matt OBryon,,,matt@dynamicalphasolutions.com,,List import
11125948,Inactive Investor,Christian Templeman,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;First Vice President;Vice President - Wealth Managem,Morgan Stanley Greenwich CT 1 Fawcett Pl,christian.templeman@morganstanley.com,,Salesforce
11026624,Inactive Investor,Brendan Johnson,Financial Advisor,"Principal Securities, Inc. Fort Worth TX 6500 West Fwy",,,Salesforce
10922317,Inactive Investor,Chukwuchebem Orakwue,Chief Compliance Officer;Co-Founder;Managing Partner;Product Lead,"Xantos Labs, LLC",chuk@xantoslabs.com,,Salesforce
10899713,Inactive Investor,Samuel Gilliam,Financial Advisor,Edward Jones Simpsonville SC 16 Powderhorn Dr,tripp.gilliam@edwardjones.com,,Salesforce
11094504,Inactive Investor,Daniel Porterfield,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,dan.porterfield.j7zz@statefarm.com,,Salesforce
11209499,Inactive Investor,William Saccone,Financial Advisor;Financial Representative;Securities Representative,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",saccone.william@principal.com,,Salesforce
11030316,Inactive Investor,Nelson Rivera,Financial Advisor,Edward Jones Dubuque IA 4867 Asbury Rd,nelson.rivera@edwardjones.com,,Salesforce
9593679,,Avery Ragatzki,,,avery.ragatzki@plantemoran.com,,List import
10939648,Inactive Investor,Ryan Wolpert,Chief Executive Officer;Founder;Owner,Gateway Capital Management Miami FL 7315 SW 87th Ave,,,Salesforce
233084,, -,,[[Unknown]],silverstream287@gmail.com,,
10830414,Inactive Investor,Louis Li,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9633007,,Jeff Livesay,,,jefflivesay@outlook.com,,List import
11030341,Inactive Investor,Bryan Theis,Financial Advisor,Edward Jones Beloit WI 200 W Grand Ave,bryan.theis@edwardjones.com,,Salesforce
10929284,Inactive Investor,Michael Oetken,,"Cambridge Investment Research, Inc. West Des Moines IA 545 5th St",,,Salesforce
11047767,Inactive Investor,David Connelly,Financial Professional,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",dconnelly@financialguide.com,,Salesforce
11134773,Inactive Investor,Anthony Hemingway,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11105299,Inactive Investor,Mark Mansur,Market Developer,Thrivent Investment Management Inc. Cincinnati OH 3825 Edwards Rd,mark.mansur@thrivent.com,,Salesforce
10774668,Inactive Investor,Stephanie Cruz,,Oppenheimer & Co. Inc.,stephanie.deutsch@opco.com,,Salesforce
10789731,Inactive Investor,Robert Meenan,Managing Director;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,robert.meenan@ubs.com,,Salesforce
9576033,,Nathan Reyes,,,nathan.reyes@pnc.com,,List import
10978245,Inactive Investor,Nelson Villa,Private Client Advisor,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,,,Salesforce
9558087,,Ankur Talwar,,,ankur.talwar08@gmail.com,,List import
10777577,Inactive Investor,Piet Aldrich,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,piet.aldrich@ubs.com,,Salesforce
10885780,Inactive Investor,Brady Redington,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",,,Salesforce
11221564,,Tam Nguyen-Le,,,tnguyen-le@firstrepublic.com,,List Import
10930881,Inactive Investor,Anne Nagy,,"Empower Financial Services, Inc Lancaster PA Private Residence",anne.nagy@empower.com,,Salesforce
54229,,Jeanine Benenati,"Chief Compliance Officer, Founder, Managing Member, President, Vice President","Strategic Wealth Management, LLC",jbenenati@strategicwealthmgmt.com,817-391-1090,
11020457,Inactive Investor,Robert Pinales,,J.P. Morgan Securities LLC Alpharetta GA 250 Rucker Rd,robert.pinales@chase.com,,Salesforce
9597412,,Chris kelly,,,christopherkelly921@gmail.com,,List import
11113016,Inactive Investor,Emily Groves,,"Frost Brokerage Services, Inc. Dallas TX 2950 N Harwood St",emily.groves@frostbank.com,,Salesforce
10764946,Inactive Investor,Alina Leganoa,Senior Client Service Associate,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
9586941,,Cheryl Holland,,,cholland@ctcmycfo.com,,List import
11047098,Inactive Investor,Nicole Rosa,Financial Advisor;Financial Planning Specialist,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,nicole.rosa@morganstanley.com,,Salesforce
10829439,Inactive Investor,Donna Sabb,,"Wells Fargo Advisors Financial Network, LLC Morrisville PA 385 Oxford Valley Rd",donna.m.sabb@wfafinet.com,,Salesforce
11142142,Inactive Investor,Matthew Little,,Cetera Advisors LLC Framingham MA 40 Speen St,matthew.little@ceteraadvisors.com,,Salesforce
11110052,Inactive Investor,Irwin Scheineson,,L.M. Kohn & Company Cincinnati OH 8044 Montgomery Rd,,,Salesforce
9594655,,Spencer Thunell,,,sthunell@decathloncapital.com,,List import
10997125,Inactive Investor,Leilani Bicoy-Lalim,,PFS Investments Inc. Aiea HI 98-025 Hekaha St,lbicoy-lalim@primerica.com,,Salesforce
11229364,Inactive Investor,Roger Myers,,William Blair,,,Salesforce
10765114,Inactive Investor,James Tomlin,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",james_tomlin@ml.com,,Salesforce
225183,,Gerald Hallett,,[Unknown],jerry.hallett@protonmail.ch,,source
10905343,Inactive Investor,Luke Ellis,Senior Financial Advisor,LPL Financial LLC,luke.ellis@lpl.com,,Salesforce
9611907,,John Roslund,,,john@roslund-plnr.com,,List import
10761202,Inactive Investor,Sean McGill,,"Verity Investments, Inc.",smcgill@verityinvest.com,,Salesforce
11175362,Inactive Investor,Pamela Malcolm,Associate,Edward Jones Seattle WA 2710 Westlake Ave N,,,Salesforce
5931826,,Aaron Smith,,,gesenox261@letpays.com,,Web Form Fillout
10657632,,Cong Qin,,,cong.qin@chase.com,,List Import
11044778,Inactive Investor,Bryan Hill,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,bhill@primerica.com,,Salesforce
10821560,Inactive Investor,Eartha Young,,"Southeast Investments, N.C., Inc.",,,Salesforce
11108559,Inactive Investor,Glenn Thompson,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",glennthompson@financialguide.com,,Salesforce
10897405,Inactive Investor,Demetrios Zarefakis,Financial Advisor,LPL Financial LLC Mountain View CA 565 San Antonio Rd,demetrios.zarefakis@lpl.com,,Salesforce
9580726,,Tony Chung,,,interfilmltd@hotmail.com,,List import
11127460,Inactive Investor,William Shufflebarger,,"Osaic Wealth, Inc. Columbus OH 445 Hutchinson Ave",,,Salesforce
11164613,Inactive Investor,Larry Bowman,,State Farm VP Management Corp. Hillsville VA 505 W Stuart Dr,,,Salesforce
10953659,Inactive Investor,Conner Carvell,,Vanguard Marketing Corporation,conner_carvell@vanguard.com,,Salesforce
9600077,,Kristi Davenport,,,kristi.davenport@thinkingbeyond.com,,List import
11074794,Inactive Investor,Robert Britton,Chief Compliance Officer;Partner;Senior Portfolio Manager,"Minneapolis Portfolio Management Group, LLC",r.britton@mpmgllc.com,,Salesforce
11119454,Inactive Investor,Kimberly Benton,,State Farm VP Management Corp. Millsboro DE 29848 Millsboro Hwy,kimberlyschirmer@statefarm.com,,Salesforce
10967042,Inactive Investor,Marielise Fraioli,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10768139,Inactive Investor,Stevan Black,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Columbus MS 20 Glenwood Dr",stevan.black@wellsfargoadvisors.com,,Salesforce
11151968,Inactive Investor,Anthony Hagemeyer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10934725,Inactive Investor,Robin House,Founder;Lead Advisor;Portfolio Manager,Our House Wealth Advisors,robin@ourhousewealth.com,,Salesforce
10899682,Inactive Investor,John Parker,Financial Advisor,Edward Jones Springfield MO 1701 W Sunshine St,paula.lamb@edwardjones.com,,Salesforce
10892054,Inactive Investor,Lois Gregory,,"Avantax Investment Services, Inc. Cleveland OH 1375 E 9th St",,,Salesforce
10871431,Inactive Investor,William Smiley,Managing Partner;Senior Wealth Advisor,"TrinityPoint Wealth, LLC Charlotte NC 9920 Couloak Dr",mike@trinitypointwealth.com,,Salesforce
9616651,,Dmitriy Turovskiy,,,goretsbaik@protonmail.com,,List import
169764,,Vicky Morogianni,,[Unknown],vmorogianni@gmail.com,,
11077491,Inactive Investor,Scharles Sharpe-Crosby,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10949283,Inactive Investor,Monica Kimball,,"Osaic Wealth, Inc. Boston MA Private Residence",monica.kimball@osaic.com,,Salesforce
9561991,,Rochelle Thompson,,,awayout100@gmail.com,,List import
10647741,,Paul Barlow,,,pbarlow@merceradvisors.com,,List Import
10647030,,James O'Hara,,,james.ohara@nm.com,,List Import
9633367,,Radu Rosu,,,rraduu07@protonmail.com,,List import
11211732,Inactive Investor,Ralph Labriola,,"Ameriprise Financial Services, LLC Plymouth MA 15 Caswell Ln",ralph.labriola@ampf.com,,Salesforce
11064502,Inactive Investor,Nick Milazzo,Financial Advisor,LPL Financial LLC Brea CA 1 Pointe Dr,nickmilazzo@lpl.com,,Salesforce
10981915,Inactive Investor,Devin Norman,,"Empower Financial Services, Inc Morrison CO Private Residence",devin.norman@empower.com,,Salesforce
9570623,,Neil Edmonds,,,neile@ascentwp.com,,List import
11023207,Inactive Investor,Nykia Wharton,Client Associate,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",nykia.wharton@wellsfargoadvisors.com,,Salesforce
235452,,Kirk Black Jr -,,Kirk Black Jr [[Unknown]],kirkblackjr@gmail.com,,Direct
11003701,Inactive Investor,Carlos De Souza Fernandes,,Itau International Securities Inc.,,,Salesforce
11047161,Inactive Investor,Jennifer Easley,Chief Operating Officer;Director - Operations,"Gitterman Wealth Management, LLC",,,Salesforce
9562075,,Silviu Iulian Cervinschi,,,newvvworld@gmail.com,,List import
9636812,,Neal Triplett,,,ntriplett@tiff.org,,List import
153306,,DAVID RAMIREZ,,[Unknown],christiandavidramirezxx@gmail.com,,Organic Search
10949652,Inactive Investor,Martha Griem,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10930679,Inactive Investor,Arthur Lambi,,"Raymond James Financial Services, Inc. Plainville MA 30 Man Mar Dr",arthur.lambi@raymondjames.com,,Salesforce
11192186,Inactive Investor,William Fung,President,Chinese Abraham Investment Advisors LLC,william@chineseabraham.com,,Salesforce
9566344,,Robert Brune,,,rbrune@financialguide.com,,List import
350181,,Ben Clifford,Associate,"Keystone National Group, Llc",bclifford@keystonenational.net,925-480-6050,Manual List Upload
9620139,,Vantha Mak,,,crypt0samurai@protonmail.com,,List import
9856299,,Robert Jensen,,,tron8594@protonmail.com,,Web Form Fillout
9618858,,Walker Moody,,,wmoody@tudorpickering.com,,List import
11217187,,Christopher Egan,,,chris.j.egan@jpmorgan.com,,Other
11008662,Inactive Investor,Maria Ibanez Leon,Vice President,"BCI Securities, Inc.",,,Salesforce
10869330,Inactive Investor,Jerad Evans,Financial Advisor,Edward Jones Chamberlain SD 200 Paul Gust Rd,jerad.f.evans@edwardjones.com,,Salesforce
11056693,Inactive Investor,Ronald Esparza,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,ron.esparza.lxn7@statefarm.com,,Salesforce
10932855,Inactive Investor,Rayshan Hartsfield,,Innovation Partners LLC,rhartsfield@innovationpartnersllc.com,,Salesforce
248260,,Malcolm Yeo,Broker,Marsh,malcolmyeo94@gmail.com,,Manual List Upload
11097859,Inactive Investor,Kevin Ward,Chief Compliance Officer;Owner;Principal,Park + Elm Investment Advisers,kward@park-elm.com,,Salesforce
11111999,Inactive Investor,Qiu Jing Wu,,Goldman Sachs & Co.,,,Salesforce
235845,, -,,[[Unknown]],tsihapanya@att.net,,Other
11239095,,Chris Lillis,,,clillis@usedc.com,,Salesforce
11198732,Inactive Investor,Alex Goodwin,Relationship Manager,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",alex.n.goodwin@raymondjames.com,,Salesforce
10785781,Inactive Investor,Patrick Crawley,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
9610347,,Alexis Montourcy,,,alexismontourcy@hotmail.com,,List import
9568493,,Scott Gomsak,,,scott.gomsak@lfg.com,,List import
10893346,Inactive Investor,Jennifer Pizzi,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ponte Vedra Beach FL 111 Solana Rd",jennifer.cortner@nm.com,,Salesforce
10940877,Inactive Investor,Jerry Shan,,Evercore Group L.L.C.,jerry.shan@evercore.com,,Salesforce
11041813,Inactive Investor,Fernando Soto Herrera,,Neuberger Berman BD LLC,fernando.soto-herrera@nb.com,,Salesforce
10865741,Inactive Investor,James Veloff,,PFS Investments Inc. Green Bay WI 1066 Mather St,james.veloff@primerica.com,,Salesforce
10787188,Inactive Investor,William Woodmansee,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.woodmansee@fidelity.com,,Salesforce
10788246,Inactive Investor,Matthew Troutman,,J.P. Morgan Securities LLC Willowbrook IL 730 Plainfield Rd,matthew.troutman@jpmorgan.com,,Salesforce
9555821,,Ali Carmen,,,anc@ntrs.com,,List import
11028965,Inactive Investor,Aaron Maughan,,J.P. Morgan Securities LLC Salt Lake City UT 376 E 400 S,,,Salesforce
10970148,Inactive Investor,Kyle Lichtenstein,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10846120,Inactive Investor,Thomas Saunders,Chief Operating Officer;Managing Member,"Winthrop Partners - EPA, LLC Buffalo NY 835 Washington St",,,Salesforce
345484,,Steve Gensler,"Director, Strategic Solutions","Independent Advisor Alliance, Llc",sgensler@iaaria.com,888-430-1555,Manual List Upload
10910643,Inactive Investor,Paul Donahue,Financial Advisor,MJ Retirement,,,Salesforce
9568829,,Jesus Romero,,,jes.romero@gmail.com,,List import
9644196,,rui zhong,,,1479235773@qq.com,,List import
10790217,Inactive Investor,Alana Anacreonte,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alana.l.anacreonte@jpmorgan.com,,Salesforce
10919751,Inactive Investor,Pei-Jye Wang,,"Osaic Wealth, Inc. Glen Head NY Private Residence",pei-jye.wang@osaicwealth.com,,Salesforce
10786166,Inactive Investor,Russell Yarwood,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,russell.yarwood@fidelity.com,,Salesforce
11232707,Inactive Investor,Zachary Seyka,,Sigma Financial Corporation Lansing MI 4710 W Saginaw Hwy,,,Salesforce
11261222,Inactive Investor,Reid Trego,Financial Advisor,Goodwin Investment Advisory,rtrego@goodwininvestment.com,,Salesforce
9606197,,jeff budnick,,,budnick.jeff@gmail.com,,List import
10657079,,Timothy Haines,,,timothy.haines@fmr.com,,List Import
11127046,Inactive Investor,Robert White,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10948538,Inactive Investor,Maximillian Poe,Private Client Advisor,J.P. Morgan Securities LLC Dayton OH 7990 Washington Village Dr,maximillian.poe@jpmorgan.com,,Salesforce
10860310,Inactive Investor,Vincenzo Venturi,,NYLIFE Securities LLC Pound Ridge NY 14 Westchester Ave,vventuri@ft.newyorklife.com,,Salesforce
10771681,Inactive Investor,William O'Connor,,"Northland Securities, Inc.",woconnor@northlandsecurities.com,,Salesforce
335410,,Marty Kurtz,"Founder, Partner","The Planning Center, Inc.",marty@theplanningcenter.com,309-797-4030,Manual List Upload
171209,,William Cornish,,[Unknown],william.d.cornish@gmail.com,,
9572551,,John Rea,,,john@crossadvisors.com,,List import
10771807,Inactive Investor,Lori Stephenson,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Saint Clair MI 201 N Riverside Ave",stephensonl@stifel.com,,Salesforce
11177187,Inactive Investor,Marie Ostlund,,"World Equity Group, Inc. Tacoma WA 4115 Bridgeport Way W",marieostlund@weg1.com,,Salesforce
11019147,Inactive Investor,Thomas Bell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
248272,,Celeste Tinco Cortez,Estudiante,Universidad,brygith.celeste@gmail.com,,Manual List Upload
9551864,,Brad Keene,,,brad.keene@vwa-llc.com,,List import
10997108,Inactive Investor,Darec Brooks,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
91933,,Darryl Dyche,"President, Chief Compliance Officer","Dyche Wealth Management, Inc",darryl@dychewm.com,770-461-8191,Manual List Upload
10864961,Inactive Investor,Chad Speziale,,"IFP Securities, LLC Boca Raton FL 7000 W Palmetto Park Rd",chad.speziale@ifpartners.com,,Salesforce
10843279,Inactive Investor,Veronica Cardenas,Investment Advisor;President,"Cardenas Asset Management, LLC Chicago IL 1335 S Prairie Ave",,,Salesforce
10658922,,Derrick Malone,,,derrick.malone.ll46@statefarm.com,,List Import
11183202,Inactive Investor,Derek Lemke,Financial Planner;Portfolio Consultant,"Ellis Investment Partners, LLC",derek.lemke@ellisinvestmentpartners.com,,Salesforce
337861,,Mark Larry,"Partner, Senior Equity Analyst",Sandhill Investment Management,mlarry@sandhill-im.com,716-852-0279,Manual List Upload
11129629,Inactive Investor,Jonathan Gimperling,,"KCD Financial, Inc. Columbia MD 8860 Columbia 100 Pkwy",cory.gimperling@kcdfinancial.com,,Salesforce
11077221,Inactive Investor,Stephanie Fetzer,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10961773,Inactive Investor,Antonio Colon Alsina,,PFS Investments Inc. Toa Baja PR Plaza Pradera Carr 167,acolonalsina@primerica.com,,Salesforce
11201094,Inactive Investor,Eric Henderson,Chief Compliance Officer;Chief Investment Officer;Managing Director,East Horizon Investments,ehenderson@easthorizoninvestments.com,,Salesforce
11188912,Inactive Investor,Jackson Yates,Associate,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,jackson.yates@jpmorgan.com,,Salesforce
10770166,Inactive Investor,Susan Buckley,,"Wells Fargo Clearing Services, LLC Bradenton FL 7380 Manatee Ave W",susan.buckley1@wellsfargo.com,,Salesforce
10851679,Inactive Investor,Guy Miller,Financial Advisor,Edward Jones Denver CO 141 Union Blvd,guy.miller@edwardjones.com,,Salesforce
11196580,Inactive Investor,Aaron Swanier,,Kovack Securities Inc. Atlanta GA 7 Piedmont Ctr NE,aaron@kovacksecurities.com,,Salesforce
10901461,Inactive Investor,Charles Hung,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,charles.hung@jpmorgan.com,,Salesforce
10903626,Inactive Investor,Thomas Ford,Financial Advisor,LPL Financial LLC Columbia Falls ME Private Residence,thomas.ford@lpl.com,,Salesforce
9545211,,dgsdg sdgdgs,,,tvoya_mama@tuta.io,,List import
10487436,,Christopher Jeffers,,"Cambridge Investment Research Advisors, Inc.",cjeffers@evosllc.com,,List Import
10946375,Inactive Investor,Sonya Brooks,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,sbrooks@lincolninvestment.com,,Salesforce
11168227,Inactive Investor,Matthew Kirshner,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
11028931,Inactive Investor,Bill Brown,,"U.S. Bancorp Investments, Inc. Saint Louis MO 13001 Tesson Ferry Rd",,,Salesforce
371501,,Jesse Rickard,,[Unknown],jesserickard@hotmail.com,,Salesforce
10817914,Inactive Investor,Jeanette Sanford,Financial Advisor,Edward Jones Slidell LA 2170 Gause Blvd W,jeanette.sanford@edwardjones.com,,Salesforce
11164117,Inactive Investor,Gerardo Brignone Allende,Portfolio Manager;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,gerardo.brignone@morganstanley.com,,Salesforce
232501,, -,,[[Unknown]],hilifebk@gmail.com,,Direct
11106178,Inactive Investor,Robert Harris,Director;Financial Planner;Owner;Principal,"Ifrah Financial Services, Inc.",robert@ifrahfinancial.com,,Salesforce
339492,,Kelly Mcclellan,"Vice President, Portfolio Manager",Hutchins Canning & Company Pa,kellymc@obxcpa.com,252-261-1040,Manual List Upload
10950678,Inactive Investor,Jessica Lingle,,"Wells Fargo Clearing Services, LLC Hickory NC 1377 N Center St",jessica.lingle@wellsfargo.com,,Salesforce
10928659,Inactive Investor,Nolan Ginsberg,Insurance Specialist,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",nolan.ginsberg@ampf.com,,Salesforce
9643478,,Marc Giammarco,,,marc@giammarcolp.com,,List import
11081861,Inactive Investor,Irene Pe-Briones,,"U.S. Bancorp Advisors, LLC",irene.briones@uboc.com,,Salesforce
10877287,Inactive Investor,Brysen Knapp,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11003749,Inactive Investor,David Weaver,Regional Leader,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,dweaver.35aaf@primerica.com,,Salesforce
11004753,Inactive Investor,Brandon Miller,,PFS Investments Inc. Hurricane WV 104 Brent Way,,,Salesforce
223851,,Debra Brown,Senior Wealth Manager,[Unknown],dishman@wnyasset.com,,Advertising
11105389,Inactive Investor,Hadi Sale,Financial Advisor,Edward Jones Terrebonne OR Private Residence,hadi.sale@edwardjones.com,,Salesforce
11081064,Inactive Investor,Matt Roche,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",matt.roche@raymondjames.com,,Salesforce
333347,,Jake Kidder,,Choate Investment,jkidder@choateia.com,,Manual List Upload
10951167,Inactive Investor,Thomas Waina,,"Farmers Financial Solutions, LLC Willoughby OH 4145 Erie St",twaina@farmersagent.com,,Salesforce
10844716,Inactive Investor,Colin Callahan,Chief Compliance Officer;Managing Director,Callahan Wealth Advisory,colin@callahanadvisory.com,,Salesforce
5061001,,long nyna,,,dopibo3817@invodua.com,,Web Form Fillout
11030458,Inactive Investor,Zhengyuan Lu,Managing Director,Neuberger Berman BD LLC,zhengyuan.lu@nb.com,,Salesforce
6636771,,Donald Wiley,,,donaldvwiley@gmail.com,,Web Form Fillout
75192,,Wuthie Panha,,Cambodia,panhawuthie@gmail.com,,
11104396,Inactive Investor,Roy Esh,Financial Advisor,"Northwestern Mutual Investment Services, LLC Miami FL 19950 W Country Club Dr",roy.esh@nm.com,,Salesforce
10910071,Inactive Investor,Brian Mann,Chief Compliance Officer;Financial Planner;Partner,Mann Financial Group,,,Salesforce
11171085,Inactive Investor,Ryszard Szyndlar,,PFS Investments Inc. Park Ridge IL 1580 N Northwest Hwy,ryszard.szyndlar@primerica.com,,Salesforce
11207495,Inactive Investor,John Street,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",everette.street2@ml.com,,Salesforce
10884534,Inactive Investor,Jennifer Imel,Associate Wealth Management Advisor;Investment Operations Manager,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",jennifer.imel@nm.com,,Salesforce
10948167,Inactive Investor,Rory McVey,,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
10855683,Inactive Investor,Michael Blake,,"Raymond James Financial Services, Inc. Salt Lake City UT 6405 S 3000 E",michael.blake@raymondjames.com,,Salesforce
11163033,Inactive Investor,Sean Quigley,Wealth Advisor,"Gratus Capital, LLC Atlanta GA 3350 Riverwood Pkwy SE",squigley@gratuscapital.com,,Salesforce
10975841,Inactive Investor,Gerald Cawley,,State Farm VP Management Corp. Huntington NY 18 W Carver St,geraldcawley@statefarm.com,,Salesforce
11223574,,Lakota Veltman,,,kbosmac720@gmail.com,,Web Form Fillout
9617208,,Jann Kio,,,johnmmw@gmail.com,,List import
85020,,John Russell,"Director - Investments, Senior Portfolio Manager","Silverleafe Capital Partners, LLC",j.russell@silverleafe.com,901-259-3345,
9621828,,Darrin Duda,,,dduda@bilkeykatz.com,,List import
10821366,Inactive Investor,Alfonso Avecilla,,"Osaic Wealth, Inc. South Pasadena CA 1101 Fremont Ave",aavecilla@royalallianceadvisors.com,,Salesforce
11168704,Inactive Investor,Patrick Rutherford,,PFS Investments Inc. Roseburg OR 1562 NE Vine St,patrick.rutherford@primerica.com,,Salesforce
11035725,Inactive Investor,Eric Mc Lendon,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Clearwater FL 2500 NE Coachman Rd",eric.e.mclendon@ampf.com,,Salesforce
11006543,Inactive Investor,Thomas Lutz,,"Raymond James Financial Services, Inc. Reading PA 1103 Rocky Rd",tom.lutz@raymondjames.com,,Salesforce
10861448,Inactive Investor,Matthew Harring,Financial Advisor,"Raymond James & Associates, Inc.",matt.harring@raymondjames.com,,Salesforce
10938537,Inactive Investor,Paul Niehoff,,"FBL Marketing Services, LLC Rushville IN 1056 S Old 3",paul.niehoff@fblfinancial.com,,Salesforce
11168716,Inactive Investor,Paul Kyle,Assistant Vice President,"Voya Financial Advisors, Inc.",paul.kyle@voya.com,,Salesforce
11054424,Inactive Investor,Jonathan Maertz,Senior Plan Advisor,NFP Retirement Inc. Madison WI 10 Terrace Ct,jon.maertz@nfp.com,,Salesforce
9561938,,Axel Oehlers,,,axel.oehlers@vdm-metals.com,,List import
337709,,Cole Smead,"President, Shareholder","Smead Capital Management, Inc.",cole@smeadcap.com,602-889-3660,Manual List Upload
11175116,Inactive Investor,Lisa London,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",lisa.london@ml.com,,Salesforce
11198502,Inactive Investor,Andrew Ludwick,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11096137,Inactive Investor,Jonathan Peddie,Financial Advisor;Owner;Senior Vice President,"Centennial Securities Company, Inc. Jenison MI 7678 Cottonwood Dr",jon@centennialsec.com,,Salesforce
10929251,Inactive Investor,Brice Eldredge,Chief Compliance Officer;Managing Principal,Edgehelm Financial,brice@edgehelm.com,,Salesforce
10984084,Inactive Investor,Jordan Stenger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 203 N la Salle St",jordan.stenger@ml.com,,Salesforce
10807687,Inactive Investor,Cole Patterson,Financial Advisor,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,cole.patterson@ubs.com,,Salesforce
11135485,Inactive Investor,Louis Prosser,,NYLIFE Securities LLC Cary NC Private Residence,lmprosser@ft.newyorklife.com,,Salesforce
11138130,Inactive Investor,Michael Pasalich,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,michael.pasalich@fidelity.com,,Salesforce
10828295,Inactive Investor,Jacob Haas,Manager;Vice President,"Raymond James & Associates, Inc. Cary NC 175 Regency Woods Pl",jake.haas@raymondjames.com,,Salesforce
11110685,Inactive Investor,Christina Hatfield,,Stephens,chatfield@stephens.com,,Salesforce
11152317,Inactive Investor,Scott Wheeler,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",scott.wheeler@raymondjames.com,,Salesforce
11021966,Inactive Investor,James Bell,,"MML Investors Services, LLC Franklin TN 329 S Royal Oaks Blvd",bellj@financialguide.com,,Salesforce
10766125,Inactive Investor,James Vargo,Financial Consultant;Senior Client Associate,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",james.vargo@wellsfargoadvisors.com,,Salesforce
11032779,Inactive Investor,Amanda Bacon,Wealth Relationship Manager,Citigroup Global Markets Inc. Palm Desert CA 44480 Town Center Way,amanda.bacon@citi.com,,Salesforce
10786718,Inactive Investor,Jeffrey Rosichan,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10771547,Inactive Investor,David Williamson,Chief Compliance Officer;Chief Executive Officer;President,"Pathways Advisory Group, Inc.",davidw@pathwaysag.com,,Salesforce
9611208,,Chanu Park,,,richchanwoo@naver.com,,List import
11124755,Inactive Investor,Daniel Michael,,"Harbour Investments, Inc. Edina MN Private Residence",,,Salesforce
10767677,Inactive Investor,Michael Shoemaker,,"Ameritas Investment Company, LLC",mshoemaker@ameritas.com,,Salesforce
244919,,Ty Roemer,Financial Analyst,PPC Loan,ty@ppcloan.com,18004562779,Manual List Upload
10825373,Inactive Investor,David Asulin,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",asulind@stifel.com,,Salesforce
11036223,Inactive Investor,Michael Kushch,,"Osaic Institutions, Inc. Ridgewood NY 7102 Forest Ave",,,Salesforce
11156572,Inactive Investor,Lenore Green,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",lenore.green@raymondjames.com,,Salesforce
10994067,Inactive Investor,Steven Karkenny,Financial Planner,Integrity Financial Corporation Malibu CA 24955 Pacific Coast Hwy,stevenk@integrity.financial,,Salesforce
10993943,Inactive Investor,Joyce Feuille,Executive Director,Morgan Stanley Pasadena CA 55 S Lake Ave,joyce.feuille@morganstanley.com,,Salesforce
11003079,Inactive Investor,Eric Retzlaff,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",eric.retzlaff@nm.com,,Salesforce
10833141,Inactive Investor,Mary Draayer,Director,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",mary.draayer@nm.com,,Salesforce
9615222,,Randy Villaverde,,,randyvillaverde@gmail.com,,List import
10886450,Inactive Investor,Ronald Furst,,Craft Capital Management LLC,rfurst@craftcm.com,,Salesforce
10907162,Inactive Investor,Steven Dement,Financial Advisor,Edward Jones Muleshoe TX 104 W 2nd St,steven.dement@edwardjones.com,,Salesforce
10771073,Inactive Investor,Brian Morales,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",brian.morales@wellsfargo.com,,Salesforce
370875,,Mark Patridge,,United States,mjpatridge@msn.com,,Salesforce
10859120,Inactive Investor,Richard Bellofatto,Financial Representative,Park Avenue Securities LLC Roslyn NY 17 Lumber Rd,,,Salesforce
11237058,Inactive Investor,Clayton Holthaus,Financial Advisor,GK Wealth Management LLC,,,Salesforce
11039324,Inactive Investor,Edmond Smith,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Augusta GA 1 10th St,edmond.smith@morganstanley.com,,Salesforce
10983475,Inactive Investor,Steven Younger,,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
54452,,Kyle Bruskotter,"Investment Advisor, President","SagePoint Financial, Inc.",kbruskotter@sagepointadvisor.com,,
10767329,Inactive Investor,Edward Taliaferro,Financial Consultant;First Vice President,Robert W. Baird & Co. Incorporated Chattanooga TN 633 Chestnut St,rtaliaferro@rwbaird.com,,Salesforce
175660,,Robert Bastone,COO & CCO,[Unknown],rbastone@spruceinvest.com, +1 203 428 2600,Database Upload
219506,,james vautrot,,[Unknown],vautrot@yahoo.com,,Direct
9574400,,Eugene Elfrank,,,eugeneelfrank@outlook.com,,List import
10772669,Inactive Investor,Jeffrey Pasche,Complex Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Traverse City MI 13818 S West Bay Shore Dr",,,Salesforce
170697,,Christopher Scott,,[Unknown],chrisls81@yahoo.com,,
337969,,Justin Haney,Senior Associate,Centerfield Capital Partners,justin@centerfieldcapital.com,317-237-2323,Manual List Upload
9591524,,Chen DING,,,cd2@ualberta.ca,,List import
9553641,,luke daniel,,,bolt05@hotmail.co.uk,,List import
11186260,Inactive Investor,Michael Dekle,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,shane.dekle.hwy4@statefarm.com,,Salesforce
345814,,Mark Stoner,Partner,Bayou City Energy,mark@bayoucityenergy.com,713-400-8200,Manual List Upload
10897240,Inactive Investor,Daniel Meyers,,"Raymond James Financial Services, Inc. Fort Smith AR 1122 S 23rd St",,,Salesforce
10564505,,JOHANN JANSSEN,,,johann.janssen@online.de,,Web Form Fillout
11204232,Inactive Investor,Periklis Kotsiopoulos,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,,,Salesforce
10796379,Inactive Investor,Joshua Weber,Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Atlanta GA 5 Concourse Pkwy,joshua.weber@morganstanley.com,,Salesforce
10943023,Inactive Investor,Julie Barto,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,,,Salesforce
11056613,Inactive Investor,Sonnie Koko,Managing Director,"Osaic Wealth, Inc. Honolulu HI 1100 Alakea St",skoko@royalallianceadvisors.com,,Salesforce
10808589,Inactive Investor,Matthew Gray,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",matthew.gray@wellsfargoadvisors.com,,Salesforce
9602413,,Jack Branch,,,jbranch@thebenfieldgrp.com,,List import
9624169,,bu er,,,1093859442@qq.com,,List import
11138298,Inactive Investor,Courtney Childers,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
349087,,Christopher Seabolt,Director,Fidelity Management & Research (hong Kong) Limited,cseabolt@advisor.fidelity.com,852-371-19100,Manual List Upload
11260579,Inactive Investor,Justin Letbetter,Associate Representative,Thrivent Investment Management Inc.,,,Salesforce
10990107,Inactive Investor,Clayton Braddy,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",,,Salesforce
11212132,Inactive Investor,Marc Fishman,Wealth Advisor,LPL Financial LLC Bloomington IN 2801 E Buick Cadillac Blvd,marc.fishman@lpl.com,,Salesforce
10910889,Inactive Investor,Robert Morgenstern,Financial Advisor,LPL Financial LLC Midland MI 2820 Jefferson Ave,robert.morgenstern@lpl.com,,Salesforce
10918420,Inactive Investor,Jeffrey Shelton,,"Kestra Investment Services, LLC Fort Wayne IN 7635 W Jefferson Blvd",,,Salesforce
9546099,,Ray Kober,,,ray@benefixa.com,,List import
9647579,,Bao Kim Reed,,,btreed@ft.newyorklife.com,,List import
346391,,Laura Hess,Director,Conrad Siegel Investment Advisors,lhess@m.conradsiegel.com,717-652-5633,Manual List Upload
9563927,,Matthew Elsenbeck,,,melsenbeck@ferris-capital.com,,List import
10799187,Inactive Investor,Jonathan Sachsel,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jonathan.sachsel@ubs.com,,Salesforce
11209199,Inactive Investor,Scott Ruff,Financial Advisor,Edward Jones Quincy IL 1933 Jefferson St,scott.ruff@edwardjones.com,,Salesforce
10789687,Inactive Investor,Brian Thickpenny,,PFS Investments Inc. Monticello MN 207 Pine St,brian.thickpenny@primerica.com,,Salesforce
11094506,Inactive Investor,Paul Donnelly,,State Farm VP Management Corp. Grand Blanc MI 2430 E Hill Rd,paul.donnelly.r95o@statefarm.com,,Salesforce
11078921,Inactive Investor,Michael Pariano,,"Osaic Wealth, Inc. Farmington CT 1 Farm Glen Blvd",,,Salesforce
10615514,,Barry Vener,Financial Advisor,,barry.vener@morganstanley.com,,List Import
11200134,Inactive Investor,Logan Bennett,,"Brexton Family Financial, LLC",logan@brexton.co,,Salesforce
10957755,Inactive Investor,Jamie Taber,,"Osaic Wealth, Inc. Russellville AR 110 S Denver Ave",,,Salesforce
9540854,,Suzanne Marlin Sams Fund LP,,Marlin Sams Fund LP,suzy@gladwynepartners.com,,List Import
9588261,,Irene Taylor,,,itaylor4@hotmail.com,,List import
11031652,Inactive Investor,Kristin Sheppard,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",kristin.sheppard@nm.com,,Salesforce
10809653,Inactive Investor,David Risser,,"Altamira Financial Group, LLC",,,Salesforce
11143216,Inactive Investor,Ani Atnos,Relationship Manager,Citigroup Global Markets Inc. Beverly Hills CA 9401 Wilshire Blvd,ani.atnos@citi.com,,Salesforce
9630893,,Fintan Galvin,,,fintan.galvin@gmail.com,,List import
9570248,,Andrew Morawski,,,andy.morawski@voyafa.com,,List import
11112172,Inactive Investor,Madison Ramirez,,Edward Jones San Antonio TX 1407 W Bitters Rd,,,Salesforce
9581804,,Akshayimal Akshayimal,,,asrimal@ta.com,,List import
11208528,Inactive Investor,Timothy Furlong,,"Charles Schwab & Co., Inc. Louisville KY 295 N Hubbards Ln",,,Salesforce
10918257,Inactive Investor,Brian Crow,Financial Advisor,UBS Financial Services Inc. San Diego CA 600 W Broadway,brian.crow@ampf.com,,Salesforce
11043502,Inactive Investor,Olivia Stiff,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",olivia.stiff@ml.com,,Salesforce
11095076,Inactive Investor,Francine Barrett,Chief Compliance Officer;Managing Member,Riley Private Client LLC,francine.barrett@rileyprivateclient.com,,Salesforce
10844774,Inactive Investor,Gary Dorsheimer,Financial Advisor,Edward Jones Littleton CO 7681 Shaffer Pkwy,gary.dorsheimer@edwardjones.com,,Salesforce
10766898,Inactive Investor,Christopher Dillon,First Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,christopher.dillon@ubs.com,,Salesforce
10818082,Inactive Investor,Cory Christiansen,,Capital Synergy Partners Lincoln NE 233 S 13th St,cchristiansen@capitalsynergypartners.com,,Salesforce
11174292,Inactive Investor,Angelica Ravelo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,angelica.ravelo@jpmorgan.com,,Salesforce
215775,,Kevin Tausend,,[Unknown],ktausend@gmail.com,,source
10833487,Inactive Investor,Howard Kramer,,UBS Financial Services Inc. New York NY 299 Park Ave,howard.kramer@ubs.com,,Salesforce
10962841,Inactive Investor,Joseph Kurzeja,,"MML Investors Services, LLC Avenel NJ Private Residence",,,Salesforce
10829986,Inactive Investor,Gus Catanzaro,,"American Portfolios Financial Services, Inc.",gcatanzaro@americanportfolios.com,,Salesforce
11140866,Inactive Investor,Cristina Estrada,,Goldman Sachs & Co.,cristina.estrada@gs.com,,Salesforce
11221861,,Daniel Rivera,,,daniel.rivera@ceterafs.com,,List Import
10858693,Inactive Investor,Olympia Wheeler,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,,,Salesforce
9585645,,William Johns,,,william.johns@suntrust.com,,List import
10789734,Inactive Investor,Craig Margolies,Managing Director,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,cmargolies@allianceg.com,,Salesforce
10985522,Inactive Investor,Michael Casey,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_casey@vanguard.com,,Salesforce
11124910,Inactive Investor,Peter Mero,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",peter.mero@wellsfargoadvisors.com,,Salesforce
9582526,,Lori Sealand,,,loriplus2@icloud.com,,List import
10932734,Inactive Investor,Brian Adams,Senior Client Service Associate,"Raymond James & Associates, Inc. Grand Rapids MI 51 Ionia Ave SW",brian.m.adams@raymondjames.com,,Salesforce
10996978,Inactive Investor,James Dicus,Financial Advisor,"Equitable Advisors, LLC High Point NC 4000 Piedmont Pkwy",james.dicus@equitable.com,,Salesforce
9557171,,Yuchen Yang,,,rachel_yangyc@163.com,,List import
10769091,Inactive Investor,Walter Thomas,Regional Vice President,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",allen.thomas@valic.com,,Salesforce
11068531,Inactive Investor,William Cloud,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",william.r.cloud@ml.com,,Salesforce
10489203,,Stephanie Gonzalez,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",stephanie.gonzalez2@wellsfargo.com,,List Import
11126553,Inactive Investor,Henry Williams,,State Farm VP Management Corp. Marianna FL 4646 Hwy 90,keith.williams.iy9t@statefarm.com,,Salesforce
11126932,Inactive Investor,Enrico Indelicato,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,,,Salesforce
11079123,Inactive Investor,Joseph Marek,Executive Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11138848,Inactive Investor,Connor Smith,Financial Advisor,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
10888616,Inactive Investor,Alfredo Cardona,Investment Advisor Representative,"Campbell Williams, Inc.",alfredo@campbellwilliams.com,,Salesforce
11194718,Inactive Investor,Gregory Wade,Financial Advisor,"Wells Fargo Clearing Services, LLC Roswell GA 10825 Alpharetta Hwy",,,Salesforce
11220927,,John Sagliano,,,john.sagliano@ubs.com,,List Import
11236372,Inactive Investor,Richard Mida,Senior Wealth Advisor,Palatine Hill Wealth Management,,,Salesforce
11075866,Inactive Investor,Hong Zhou,,NYLIFE Securities LLC Thousand Oaks CA 279 Hodencamp Rd,hzhou@ft.newyorklife.com,,Salesforce
10659903,,Charles Speiser,,,charles.e.speiser@morganstanley.com,,List Import
10969828,Inactive Investor,John Funderburk,Financial Advisor,"Wealthcare Financial Group, Inc. Frederick MD Private Residence",jfunderburk@wcfingroup.com,,Salesforce
10791505,Inactive Investor,Robert Knutsen,,JDL Securities Corporation,robert@jdlsecurities.com,,Salesforce
11229957,Inactive Investor,Ralph Eissler,Managing Director,Neuberger Berman BD LLC Sandy Hook CT Private Residence,,,Salesforce
335271,,Brian Snerson,Financial Advisor,"Summit Financial, Llc",bsnerson@sfr1.com,973-285-3600,Manual List Upload
9631334,,Jeff Couture,,,jcouture@techemet.co,,List import
10776876,Inactive Investor,James Schiermeyer,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",tschiermeyer@truist.com,,Salesforce
11195395,Inactive Investor,Ronald Bono,,"Muriel Siebert & Co., LLC New York NY 1 N End Ave",rbono@siebertnet.com,,Salesforce
10844213,Inactive Investor,Pedro Sanchez,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Antonio TX 8700 Crownhill Blvd",pedro.j.sanchez@ampf.com,,Salesforce
10880039,Inactive Investor,Henry Drake,,"Davenport Watts & Drake Investment Advisors, LLC",hank@davenportwattsdrake.com,,Salesforce
10922952,Inactive Investor,Kostantina Bourdev,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,ina.bourdev@fmr.com,,Salesforce
11233998,Inactive Investor,Cedric Provost,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10909323,Inactive Investor,Michael Harper,Financial Advisor,Edward Jones Canton GA 367 Waleska Rd,mike.harper@edwardjones.com,,Salesforce
10987358,Inactive Investor,Laura Myers,Regional Vice President,PFS Investments Inc. Garner NC 500 Benson Rd,laura.myers@primerica.com,,Salesforce
10815949,Inactive Investor,Richard Andrews,Retirement Planner,Advocate Investing Services,rich.andrews@advocateinvesting.com,,Salesforce
9582181,,Kimberly Taurman,,,kim.taurman@lighthousegh.com,,List import
9639002,,William Repplinger,,,bill@generalservice.org,,List import
219566,,Brian Loube,,[Unknown],brian@brianloube.com,,source
11106326,Inactive Investor,Heather Meade,Financial Advisor,UBS Financial Services Inc. Red Bank NJ 140 Broad St,anselmomeadegroup@ubs.com,,Salesforce
9556796,,Christine Bone,,,christine.bone@valic.com,,List import
10813643,Inactive Investor,Victoria Wolfson,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,victoria.wolfson@opco.com,,Salesforce
11025989,Inactive Investor,Sean Davern,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10946771,Inactive Investor,Pedro Martin,,"Wells Fargo Clearing Services, LLC Yucaipa CA 33644 Yucaipa Blvd",pedro.martin@wellsfargo.com,,Salesforce
9563701,,Zach Daeges,,,zdaeges@roehl-yi.com,,List import
10875508,Inactive Investor,Harold Becker,,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,harold.becker@primerica.com,,Salesforce
10936521,Inactive Investor,Herbert Kosterlitz,,"Farmers Financial Solutions, LLC Salt Lake City UT 525 W 5300 S",,,Salesforce
10996280,Inactive Investor,Myles Ward,,J.P. Morgan Securities LLC Cupertino CA 20576 Homestead Rd,myles.r.ward@chase.com,,Salesforce
10988303,Inactive Investor,Brian Le,,NYLIFE Securities LLC Gig Harbor WA 9109 N Harborview Dr,leb@ft.newyorklife.com,,Salesforce
334015,,Davis Fulkerson,Elected Manager And Member,Century Equity Partners Llc,dfulkerson@cepfunds.com,617-863-2950,Manual List Upload
10859887,Inactive Investor,Seth Friedman,,"Allstate Financial Services, LLC Fort Lauderdale FL 2893 Executive Park Dr",,,Salesforce
10753395,Inactive Investor,Dalton Souders,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,dalton.souders@primerica.com,,Salesforce
371507,,Tracy Young,,[Unknown],trakkie@aol.com,,Salesforce
171858,,David Kopczynski,,[Unknown],david.kopczynski@outlook.com,,product
10959044,Inactive Investor,Jordan Weatherholtz,,Vanguard Marketing Corporation,jordan_weatherholtz@vanguard.com,,Salesforce
11105349,Inactive Investor,Deborah Reed,,Institutional Securities Corporation,dreed@iscgroup.com,,Salesforce
139740,,Steven Frank,Wealth Manager,"Plancorp, Llc",safrank@plancorp.com,,
11036563,Inactive Investor,James Leveille,Financial Advisor,Robert W. Baird & Co. Incorporated Madison IN 220 Clifty Dr,jleveille@rwbaird.com,,Salesforce
10982267,Inactive Investor,Andrea Roman,,J.P. Morgan Securities LLC Niles IL 9300 N Milwaukee Ave,,,Salesforce
11055207,Inactive Investor,Clayton Buescher,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",claytonbuescher@weg1.com,,Salesforce
11209849,Inactive Investor,Daniel Harter,Private Client Advisor,J.P. Morgan Securities LLC Vestal NY 4700 Vestal Pkwy E,daniel.harter@jpmorgan.com,,Salesforce
9638582,,Carrie Lo,,,clo@calstrs.com,,List import
11222872,,Katherine Kelly,,,kate.kelly@marinerwealthadvisors.com,,List Import
10885362,Inactive Investor,Maria Trevino,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
11131742,Inactive Investor,Stephen Andres,Financial Advisor;Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,stephen.andres@ubs.com,,Salesforce
9583695,,Sanguk Seo,,,ssw5382@gmail.com,,List import
11130234,Inactive Investor,Dante Campos,,Kovack Securities Inc. Clearwater FL 15500 Roosevelt Blvd,dante@kovacksecurities.com,,Salesforce
209959,,Bernerd Vukelich,,"Executive Brokerage Services, Inc.",micasix8@executivebrokerage.com,,Webinar
9642854,,Chris McGill,,,christopher.mcgill@ubs.com,,List import
10871975,Inactive Investor,Angela Varcadipane,Senior Client Service Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
9587278,,marium kazmi,,,mariumkazmi8817@gmail.com,,List import
11165292,Inactive Investor,Clayton Morgan,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,clayton.morgan@fidelity.com,,Salesforce
10826036,Inactive Investor,William Curzon,,LPL Financial LLC Rogers AR 3975 W New Hope Rd,william.curzon@lpl.com,,Salesforce
11092995,Inactive Investor,Anne Uno,,Cetera Advisor Networks LLC McLean VA Private Residence,unoa@ceteranetworks.com,,Salesforce
10892817,Inactive Investor,Mary Payne,,"Allstate Financial Services, LLC Hendersonville TN 165 Indian Lake Blvd",marypayne@allstate.com,,Salesforce
9617421,,Radim Adamovsky,,,adamovskytile@hotmail.com,,List import
9554179,,Federico DE VICENTE,,,federicodevicentecollado@gmail.com,,List import
9587019,,Donald Bessler,,,donald@windwardcapital.com,,List import
11071122,Inactive Investor,Joseph Tooley,Financial Advisor,Edward Jones Clovis CA 2151 Herndon Ave,joe.tooley@edwardjones.com,,Salesforce
9546752,,Rc -,,,rollincrypto30@gmail.com,,List import
11025015,Inactive Investor,Leonard Rudnick,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,leonard.rudnick@primerica.com,,Salesforce
9614075,,David High,,,dhigh2@mindspring.com,,List import
11177030,Inactive Investor,Iain McKinney,,William Blair,imckinney@williamblair.com,,Salesforce
11048716,Inactive Investor,Navy Klomsue,Managing Director;Managing Partner,"Financial Equations Advisors, Inc.",,,Salesforce
346622,,Stacey Conway,,Long Wharf Capital Llc,stacey.conway@longwharf.com,617-250-7260,Manual List Upload
10613169,,Michael Kaufman,"Assistant Vice President, Senior Financial Advisor",,michael_kaufman@ml.com,,List Import
10846177,Inactive Investor,Mitchell Tunink,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,mitchell.tunink@edwardjones.com,,Salesforce
10894196,Inactive Investor,Mindy Densley,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11159267,Inactive Investor,Thomas Tetzlaff,,"Allstate Financial Services, LLC",thomastetzlaff@allstate.com,,Salesforce
11135159,Inactive Investor,Christopher Lukas,,Lincoln Investment Marlton NJ 10000 Sagemore Dr,clukas@lincolninvestment.com,,Salesforce
10771385,Inactive Investor,Meghan Houck,Financial Professional,"Principal Securities, Inc. Warrington PA Private Residence",houck.meghan@principal.com,,Salesforce
10771616,Inactive Investor,Gregory Smith,Chief Compliance Officer,Flexible Plan Investments Ltd,gsmith@flexibleplan.com,,Salesforce
9547267,,Hamid Tajalli,,,mr.tajalli@gmail.com,,List import
333831,,Dan Seder,Associate,Stone Point Capital Llc,lseidman@stonepoint.com,203-862-2900,Manual List Upload
10883755,Inactive Investor,Gary Farro,,Flagstar Advisors,gary.farro@flagstar.com,,Salesforce
10822456,Inactive Investor,Kelsey Hyman,,"Avantax Investment Services, Inc. Newport RI 8 Freebody St",,,Salesforce
11012499,Inactive Investor,Clint Waddoups,,"Farmers Financial Solutions, LLC Ogden UT 221 25th St",,,Salesforce
246278,,Not Provided,"Asst. prof.; also, teacher, elementrary thru university",None.,roymadsen@aol.com,,Manual List Upload
10831198,Inactive Investor,Susanne Serna,,"Raymond James Financial Services, Inc. San Antonio TX 7323 W US Hwy 90",susanne.serna@raymondjames.com,,Salesforce
11019640,Inactive Investor,Alondra Duenas Jimenez,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alondra_duenas-jimenez@vanguard.com,,Salesforce
9573052,,Elizabeth Casper,,,lcasper@lifemark.com,,List import
10489151,,Scott Mulloy,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 7160 Dallas Pkwy",scott.a.mulloy@ampf.com,214-445-0608,List Import
10933534,Inactive Investor,Todd Mendler,,"Allstate Financial Services, LLC Holly Springs NC 105 Hyannis Dr",,,Salesforce
10945845,Inactive Investor,John Mulvey,Private Client Banker,J.P. Morgan Securities LLC Rochester NY 1755 Monroe Ave,john.mulvey@jpmorgan.com,,Salesforce
10965729,Inactive Investor,Kenneth Golden,President,Sierra Financial Management Co.,,,Salesforce
10898318,Inactive Investor,Garrett Estes,Financial Advisor,Edward Jones Huntsville AL 200 Westside Sq,garrett.estes@edwardjones.com,,Salesforce
10840899,Inactive Investor,Scott Petranek,,"Cambridge Investment Research, Inc. Cincinnati OH 5636 Bridgetown Rd",,,Salesforce
10976228,Inactive Investor,Ariana Warden,,Citigroup Global Markets Inc.,,,Salesforce
10935419,Inactive Investor,Lindsay Kolek,,J.P. Morgan Securities LLC Medina OH 850 N Court St,,,Salesforce
10964583,Inactive Investor,Giuliano Demartini,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",giuliano.demartini@wellsfargoadvisors.com,,Salesforce
10855254,Inactive Investor,James Barrett,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11158092,Inactive Investor,Brett Martin,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Lemont IL 1132 State St,brett.martin@jpmorgan.com,,Salesforce
11197276,Inactive Investor,Joseph Allen,,"Vanderbilt Securities, LLC Ballwin MO 518 Holshire Way",jallen@vanderbiltsecurities.com,,Salesforce
11204716,Inactive Investor,Georgiana Plank,,"Farmers Financial Solutions, LLC Tucson AZ 7493 N Oracle Rd",,,Salesforce
10767830,Inactive Investor,Ahmet Terzioglu,Executive Director;Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director,Morgan Stanley Rochester NY 300 Linden Oaks,ahmet.n.terzioglu@morganstanley.com,,Salesforce
11131384,Inactive Investor,Peter Santulli,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",peter.santulli@wellsfargoadvisors.com,,Salesforce
10798190,Inactive Investor,Robert Krut,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",robert.krut@wellsfargoadvisors.com,,Salesforce
10878350,Inactive Investor,Melissa Clarke,Financial Advisor,"Kemp Financial Management, LLC",lclarke@kempfm.com,,Salesforce
11083070,Inactive Investor,Elizabeth Legacy,Chief Compliance Officer;Regulatory Contact,"Realta Equities, Inc.",,,Salesforce
9589519,,James Blue,,,jblue@privateharbour.com,,List import
370545,,Lloyd Bardowell,,United States,scottbardowell@gmail.com,,Salesforce
245960,,Not Provided,Senior Vice President - Regulatory & External Affairs Counsel,"Talen Energy Supply, LLC",debra.raggio@talenenergy.com,,Manual List Upload
9630485,,Link Xiya,,,linkxiya.lx@gmail.com,,List import
11111053,Inactive Investor,Paul Rose,Financial Advisor;President,"Ameriprise Financial Services, LLC Easton PA 101 S 3rd St",paul.rose@ampf.com,,Salesforce
9572477,,Michael Bolte,,,michael.bolte@surveyor-capital.com,,List import
10949502,Inactive Investor,Giulia Foderaro,,J.P. Morgan Securities LLC Howard Beach NY 15633 Crossbay Blvd,giulia.foderaro@chase.com,,Salesforce
10786836,Inactive Investor,Lee Bluske,,"Mutual of Omaha Investor Services, Inc. La Crosse WI 100 Harborview Plz",lee.bluske@mutualofomaha.com,,Salesforce
9646398,,Khai Sng,,,khailin.chua@gmail.com,,List import
9623630,,tianyu zhou,,,812862750@qq.com,,List import
350506,,Brian Higgins,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",bhiggins@chadlersolutions.com,732-595-2200,Manual List Upload
11018498,Inactive Investor,Jennifer Singleton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
11123572,Inactive Investor,Detlef Schoeppler,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 1600 E 8th Ave",detlef.m.schoeppler@ampf.com,,Salesforce
11063458,Inactive Investor,Salvatore Motta,Financial Advisor,"Gateway Wealth Partners, LLC Glastonbury CT 500 Winding Brook Dr",smotta@mygfpartner.com,,Salesforce
11070328,Inactive Investor,Swathi Reddy,Assistant Vice President,HSBC Securities (USA) Inc. McLean VA 1800 Tysons Building,,,Salesforce
11059419,Inactive Investor,Nazita Knox,Shareholder,"Dreher Investment Services, Inc.",,,Salesforce
9567668,,Nickolas Betta,,,nbetta@fscadvisor.com,,List import
11029094,Inactive Investor,Catherine Evans,Private Wealth Advisor,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,catherine.evans@jpmorgan.com,,Salesforce
9608507,,Bruce Pflug,,,brucepflug@gmail.com,,List import
10795359,Inactive Investor,Jennifer Van Kleeck,Senior Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",jennifer.van_kleeck@ml.com,,Salesforce
11207508,Inactive Investor,James Sinclair,Financial Consultant;Wealth Manager,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,jim.sinclair@lpl.com,,Salesforce
11233335,Inactive Investor,Luke Rottinghaus,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11140064,Inactive Investor,Jonathan Lising,Financial Advisor,Edward Jones Brea CA 135 S State College Blvd,jonathan.lising@edwardjones.com,,Salesforce
10971504,Inactive Investor,Teng Goh,,J.P. Morgan Securities LLC Brighton CO 13781 Colorado Blvd,teng.goh@jpmorgan.com,,Salesforce
11140749,Inactive Investor,Craig Pollock,Advisor;Managing Director,Rockefeller Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,cpollock@rockco.com,,Salesforce
10801028,Inactive Investor,Eric Schlicht,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9636034,,Carmine Turso,,,cturso@hanlon.com,,List import
10811071,Inactive Investor,Brian Sliwinski,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",brian_sliwinski@ml.com,,Salesforce
11116012,Inactive Investor,Scott Chapin,Investment Advisor Representative,"Osaic Wealth, Inc. Hockessin DE 722 Yorklyn Rd",,,Salesforce
10936559,Inactive Investor,David Stevens,,"Allstate Financial Services, LLC Clinton Township MI 36560 Moravian Dr",davidstevens@allstate.com,,Salesforce
10762447,Inactive Investor,Jeffrey Smulevitz,Executive Financial Services Director;Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,jeff.smulevitz@morganstanley.com,,Salesforce
11140043,Inactive Investor,Jordan Hudson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11057722,Inactive Investor,Cade Cooper,Financial Advisor,Edward Jones Corsicana TX 2000 W 2nd Ave,cade.cooper@edwardjones.com,,Salesforce
10971943,Inactive Investor,Candida Sampson,,Fidelity Brokerage Services LLC,candida.sampson@fidelity.com,,Salesforce
10645326,,Scott Chlodzinski,,,scott.chlodzinski@jpmorgan.com,,List Import
208177,,Malcolm Ridley,,[Unknown],sakshin@tuta.io,,
9645449,,thomas ochsner,,,thomas.ochsner@hotmail.com,,List import
11130571,Inactive Investor,Jeffrey Hoover,Financial Advisor,"Ameriprise Financial Services, LLC Abilene KS 203 NW 3rd St",jeff.hoover@ampf.com,,Salesforce
10754540,Inactive Investor,John Calaman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",calamanj@stifel.com,,Salesforce
10943808,Inactive Investor,Garrett Wilson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,garrett.wilson@fmr.com,,Salesforce
10915331,Inactive Investor,Robert Baffa,Director;Principal,Cubed Systems,robbaffa@cubed.system,,Salesforce
10781704,Inactive Investor,Jennifer Cooney,Chief Compliance Officer,"WP Advisors, LLC",jennifer@wpadvisorsllc.com,,Salesforce
10761019,Inactive Investor,Mark Adkins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",,,Salesforce
10658478,,Shannon Libby,,,shannon.libby@countryfinancial.com,,List Import
10696010,,Saul Dahan,,CGIS Inc,sdahan@cgissecurities.com,,List Import
10812881,Inactive Investor,Albert Locy,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,Al Locy Financial Services LLC,alocy@allocyfinancialservices.com,,Salesforce
10846784,Inactive Investor,Jason Navarre,Associate;Banker,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,jason.navarre@jpmorgan.com,,Salesforce
10846532,Inactive Investor,Lucy Barnett,Owner;Principal,"Barnett Investment Counsel, LLC Denver CO 2300 15th St",,,Salesforce
10960504,Inactive Investor,David Alvarez,,Edward Jones Grapevine TX 1301 Municipal Way,,,Salesforce
11027793,Inactive Investor,Ethan Imdieke,Financial Advisor,"VPWM Advisors, LLC",,,Salesforce
10753642,Inactive Investor,Grant Ellington,Financial Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,grant.ellington@ubs.com,,Salesforce
10868922,Inactive Investor,Daniel Burnett,,"Cambridge Investment Research, Inc. Fort Collins CO 375 E Horsetooth Rd",,,Salesforce
11212213,Inactive Investor,Robert Schloer,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,robert.schloer@jpmorgan.com,,Salesforce
10405923,,Ken treynaud,,,treynaud@iliad.fr,,Web Form Fillout
10908815,Inactive Investor,Paul Bush,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",paul.bush@raymondjames.com,,Salesforce
11198254,Inactive Investor,Zachary Saiki,Private Wealth Advisor,"Ameriprise Financial Services, LLC Waseca MN 110 2nd Ave SE",zachary.w.saiki@ampf.com,,Salesforce
11238581,Inactive Investor,Kathleen Hurley,,"Madison International Realty Holdings, LLC",khurley@madisonint.com,,Salesforce
242030,,Eric Halper,Product Marketing Specialist,NYDIG,eric.halper@nydig.com,,Event
9575476,,Sean Giles,,,sgiles@strategicpoint.com,,List import
9565165,,Tyson Logan,,,beavertails333@gmail.com,,List import
11164126,Inactive Investor,Thomas Dexter,Investment Advisor Representative,Commonwealth Financial Network Gloucester MA Private Residence,tdexter@commonwealth.com,,Salesforce
10997422,Inactive Investor,Roosevelt Elivert,,"Allstate Financial Services, LLC Glen Burnie MD 7310 Ritchie Hwy",,,Salesforce
9642559,,Timothy Musick,,,timmsk@yahoo.com,,List import
10837035,Inactive Investor,Scott Kleiman,,LPL Financial LLC Doylestown PA 182 W Court St,scott.kleiman@lpl.com,,Salesforce
11093208,Inactive Investor,Bradley Robbins,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,bradleyrobbins@statefarm.com,,Salesforce
10853611,Inactive Investor,Mei Chan,,Maxim Group LLC,mchan@maximgrp.com,,Salesforce
10848621,Inactive Investor,Stephanie Bowens,Wealth Advisor,"Osaic Wealth, Inc. Cary NC 150 Preston Executive Dr",,,Salesforce
10865148,Inactive Investor,Wendy Phillips,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11006710,Inactive Investor,Dashiell Dericks,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
11013474,Inactive Investor,Bridget Scala,Investment Advisor Representative,Fortis Group Advisors LLC Rockaway Park NY 168 Beach 140th St,bridget.scala@fortisgroupadvisors.com,,Salesforce
9585389,,Derek Blackburn,,,drb@hmpayson.com,,List import
11162380,Inactive Investor,Jacob Wise,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",,,Salesforce
11085513,Inactive Investor,Bradford Flowers,Managing Director - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. Huntsville AL 601 Madison St SE",bradford.flowers@raymondjames.com,,Salesforce
10776804,Inactive Investor,Matthew Panke,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",matthew.panke@schwab.com,,Salesforce
10996154,Inactive Investor,Matthew Laquidara,Advisor Associate,Neuberger Berman BD LLC,matthew.laquidara@nb.com,,Salesforce
10685460,,Bobby Bassett,,,bobby@ultramusicfestival.com,,Web Form Fillout
10907101,Inactive Investor,Carol Dixon,Chief Compliance Officer;President,Your Planning Partner LLC,cdixon@yppllc.com,,Salesforce
9597861,,John Fitzgerald,,,jfitzgerald@gylfinsyn.com,,List import
231166,, -,,[[Unknown]],dnagesh47@gmail.com,,Direct
11010610,Inactive Investor,Jared Powell,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jdpowell01@ft.newyorklife.com,,Salesforce
11091550,Inactive Investor,Karen Rowe,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",rowek@stifel.com,,Salesforce
10777183,Inactive Investor,Gregg Whelan,,Oppenheimer & Co. Inc. Carlsbad CA 2121 Palomar Airport Rd,,,Salesforce
10888526,Inactive Investor,Phillip Hoenig,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,phillip.hoenig.so6n@statefarm.com,,Salesforce
11068355,Inactive Investor,Sarah Dixon,Financial Consultant,"Equitable Advisors, LLC Rocky Mount NC 4020 Capital Dr",sarah.dixon@equitable.com,,Salesforce
10833805,Inactive Investor,Kevin Murphy,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,kevinp.murphy@opco.com,,Salesforce
11083020,Inactive Investor,Daniel Rodriguez Gonzalez,,Huntleigh Securities Corporation San Juan 250 Ave Munoz Rivera,,,Salesforce
10659593,,Kara Tichawa,,,kara.tichawa@morganstanley.com,,List Import
112705,,Robin Lehrmann,,ambient link,mail@robinlehrmann.de,1754855321,
10661536,,Michael Alexenko,,,ma@royalassetmanagers.com,,List Import
11028969,Inactive Investor,Jing Guerrieri,,J.P. Morgan Securities LLC Rancho Cucamonga CA 10598 Baseline Rd,jing.guerrieri@jpmorgan.com,,Salesforce
11095727,Inactive Investor,John Gordon,Founder;Managing Partner;Regulatory Contact,"Vaquero Private Wealth, Ltd.",ben.gordon@vaquerowealth.com,,Salesforce
10768716,Inactive Investor,Michael Ray,,Morgan Stanley Denver CO 250 Fillmore St,,,Salesforce
10927965,Inactive Investor,Chasity Clay,,Fidelity Brokerage Services LLC,,,Salesforce
66420,,Witold Krupinski,"Partner, Co-Director Of Research",Saw Mill Capital L.l.c.,vkrupinski@sawmillcapital.com,914-741-1300,Manual List Upload
11038663,Inactive Investor,Steven Loos,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",steven.loos@equitable.com,,Salesforce
11024750,Inactive Investor,Ryan McCarthy,Financial Advisor,"Osaic Wealth, Inc. Portland OR 10300 SW Greenburg Rd",,,Salesforce
10647705,,Jill Rakowski,,,jrakowski@klcapital.com,,List import
10756603,Inactive Investor,Brandon Franco,Manager,"Claro Advisors, LLC",brandon.franco@morganstanley.com,,Salesforce
11060941,Inactive Investor,James Deuschle,,Deutsche Bank Securities Inc.,,,Salesforce
10972645,Inactive Investor,Maxwell Gallagher,Advisor,Brighton Jones LLC Newport Beach CA 5000 Birch St,,,Salesforce
11210733,Inactive Investor,Devin Wakeman,Managing Partner;Member;Partner,"Waters, Parkerson & Co., LLC",dwakeman@watersparkerson.com,,Salesforce
11105932,Inactive Investor,Thomas Flowers,President,"eCapital Advisors, Inc.",,,Salesforce
10934614,Inactive Investor,James Eschenheimer,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
10868702,Inactive Investor,Paul Kupchok,,LPL Financial LLC Hawthorne NY 7 Skyline Dr,paul.kupchok@lpl.com,,Salesforce
9584399,,Shawn Gray,"Chief Compliance Officer, Chief Information Security Officer, Corporate Secretary, Director, Principal, Secretary, Vice Presiden","Diesslin Group, Inc.",shawn.gray@diesslin.com,,List Import
10853390,Inactive Investor,Francisco Yanez,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,francisco.yanez@jpmorgan.com,,Salesforce
11108133,Inactive Investor,John Rosecky,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",john.rosecky@ml.com,,Salesforce
10618885,,Andrew Tichawa,,,drew.tichawa@morganstanley.com,,List Import
11134488,Inactive Investor,Christopher Gruin,Financial Consultant,"Fifth Third Securities, Inc. Mooresville NC 329 N Main St",chris.gruin@firstcitizens.com,,Salesforce
11058878,Inactive Investor,John Mullen,,Fidelity Brokerage Services LLC,john.mullen@fmr.com,,Salesforce
11068475,Inactive Investor,Brian Ullman,,"Cadaret, Grant & Co., Inc. Port Jefferson NY Private Residence",ullmanb6@ae.cadaretgrant.com,,Salesforce
9614568,,be franz,,,befranz@gmx.net,,List import
9585026,,Deborah Green,,,deborahgreen23@yahoo.com,,List import
10941690,Inactive Investor,Oxander Caballero,,"Voya Financial Advisors, Inc.",oxander.caballero@voya.com,,Salesforce
10758329,Inactive Investor,Robin Cecere,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",robin_hyres@ml.com,,Salesforce
11109280,Inactive Investor,Bruno Cunha,,Fidelity Brokerage Services LLC,bruno.cunha@fmr.com,,Salesforce
2949789,,Mohib Ullah Sheikh,,,mohib_mobbi@hotmail.com,,
10780152,Inactive Investor,Cheryl Ann Fuentes,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",cheryl_fuentes@ml.com,,Salesforce
10864452,Inactive Investor,Blake Nino,Financial Advisor,LPL Financial LLC Kingsburg CA 1440 Draper St,blake.nino@lpl.com,,Salesforce
10902512,Inactive Investor,Julie Doak,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,julie.doak.clea@statefarm.com,,Salesforce
10796236,Inactive Investor,Jeffrey Ament,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,jeff.ament@morganstanley.com,,Salesforce
10897660,Inactive Investor,Hamid Derbani,Investment Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,hamid.derbani@jpmorgan.com,,Salesforce
11074465,Inactive Investor,Mario Giannetta,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",mario.giannetta@schwab.com,,Salesforce
10613365,,Michael Rooney,"First Vice President, Senior Financial Advisor",,m_rooney@ml.com,,List Import
10874824,Inactive Investor,Peggy Pierson,,"Avantax Investment Services, Inc. Neptune NJ 4814 Outlook Dr",,,Salesforce
11156107,Inactive Investor,Joseph Klug,Financial Advisor,Edward Jones Chesterfield MO 17000 Baxter Rd,joseph.klug@edwardjones.com,,Salesforce
10805068,Inactive Investor,Eugene Simone,Financial Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",eugene.simone@ampf.com,,Salesforce
11093780,Inactive Investor,Justin Hessler,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,jehessler@ft.newyorklife.com,,Salesforce
11186528,Inactive Investor,Alecia Bacon,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10890226,Inactive Investor,Amy Bratsch,Chief Compliance Officer;Director - Practice Management,Clear Creek Advisors Denver CO 7800 E Union Ave,abratsch@ccaretirement.com,,Salesforce
10769967,Inactive Investor,Steven Cannon,,State Farm VP Management Corp. Woodstock GA 4463 Towne Lake Pkwy,,,Salesforce
11198801,Inactive Investor,Joseph Weber,Chief Compliance Officer;Founder;Managing Member;President,"Integrated Financial Solutions, PLLC",joeweber@myifs.com,,Salesforce
10764295,Inactive Investor,Cindy Schreiner,Managing Director,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11254056,Inactive Investor,Elizabeth Fields,,"Associated Investment Services, Inc.",,,Salesforce
11145873,Inactive Investor,Marco Boyce,,PFS Investments Inc. Las Vegas NV 5955 S Edmond St,marco.boyce@primerica.com,,Salesforce
11016925,Inactive Investor,Clint Fyffe,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",cfyffe@mesirowfinancial.com,,Salesforce
11150163,Inactive Investor,Neil Klein,Senior Vice President - Wealth Management,UBS Financial Services Inc. Sleepy Hollow NY Private Residence,neil.klein@ubs.com,,Salesforce
10848466,Inactive Investor,John Fredrick,,RockCrest Financial LLC,john.fredrick@rockcrestfinancial.com,,Salesforce
10822271,Inactive Investor,Ken Kilmer,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Edmonds WA 303 5th Ave S",ken.kilmer@rbc.com,,Salesforce
10494404,,Jack Becker,Owner,Becker Capital Management,cisco@beckercapital.net,,List Import
221707,,Rony Epelbaum,,[Unknown],ronyepel@gmail.com,,source
10818752,Inactive Investor,Dominic Napolitano,Chief Executive Officer;Founder;Limited Partner;Managing Member;Regulatory Contact,Talson Capital Management L.P.,dom@talsonpartners.com,,Salesforce
9559950,,Ibrahim Balai,,,ibrahimbalai25@hotmail.com,,List import
11037554,Inactive Investor,Mark Larson,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10791804,Inactive Investor,Kashif Ali,,J.P. Morgan Securities LLC Goshen NY 100 Canal St,kashif.a.ali@jpmorgan.com,,Salesforce
10979530,Inactive Investor,Matthew Johnson,Investment Advisor,Fisher Investments,,,Salesforce
11132143,Inactive Investor,Gary Dolbashian,Vice President,Arnold Investment Group,,,Salesforce
9563271,,Biagio Mele,,,bmele@magaenergy.ca,,List import
10895718,Inactive Investor,Dale Soltow,,"N.I.S. Financial Services, Inc.",,,Salesforce
10835326,Inactive Investor,Thomas Walsh,Senior Investment Associate,"Synovus Securities, Inc. Bradenton FL 2520 Manatee Ave W",thomaswalsh@synovus.com,,Salesforce
10962142,Inactive Investor,Kristopher Aschbrenner,Financial Advisor,Edward Jones Anderson IN 1320 E 53rd St,,,Salesforce
11209357,Inactive Investor,Ivy Ashidam,,"Charles Schwab & Co., Inc.",ivy.ashidam@schwab.com,,Salesforce
10954021,Inactive Investor,Jacob Cornia,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.cornia@fmr.com,,Salesforce
214757,,Brian Ellis,,[Unknown],brian.ellis68@protonmail.com,,Paid Social
248076,,bbb vvvvv,,[Unknown],vvvv@dispostable.com,,Direct
374561,,Eric Lucas,,Maryland,elucas@alphaomegaem.com,410858996,Salesforce
9550510,,Shey Hsu,,,shey.hsu@transamerica.com,,List import
10789791,Inactive Investor,Richard Thomas,,"Avantax Investment Services, Inc. Centereach NY Private Residence",,,Salesforce
10986426,Inactive Investor,Margene Shullaw,,AW Securities Deerfield IL 2610 Lake Cook Rd,,,Salesforce
10868055,Inactive Investor,Matthew Abels,Chief Practice Officer,"Foster Group, Inc.",matta@fostergrp.com,,Salesforce
11187171,Inactive Investor,Charles Dobben,,"Cambridge Investment Research, Inc. Ann Arbor MI 180 Little Lake Dr",,,Salesforce
9644706,,Bruce MacNamara,,,bruce@educational-excursions.com,,List import
9581935,,Torquato Bertani,,,torquato@gmail.com,,List import
10957600,Inactive Investor,Saadia Sindhu,,"Equity Services, Inc. Jacksonville FL 5011 Gate Pkwy",ssindhu@nationallife.com,,Salesforce
10766126,Inactive Investor,Joshua Thomas,Financial Advisor,Edward Jones Elk City OK 2208 W 3rd St,joshua.thomas@edwardjones.com,,Salesforce
10809050,Inactive Investor,George Poleondakis,Registered Client Service Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,,,Salesforce
10917635,Inactive Investor,Kim Holzwarth,,J.P. Morgan Securities LLC Flower Mound TX 2051 Long Prairie Rd,kim.r.gregston@jpmorgan.com,,Salesforce
9614037,,?? ?,,,j91893642@gmail.com,,List import
10825299,Inactive Investor,Nicholas Ninedorf,Financial Advisor,Edward Jones Geneva IL 2631 Williamsburg Ave,nick.ninedorf@edwardjones.com,,Salesforce
9544397,,Jonathan Moffat,,,jmoffat@alignedadvisors.com,,List import
10908843,Inactive Investor,Olivia Inglett,,"First Command Brokerage Services, Inc. Stafford VA 125 Woodstream Blvd",odinglett@firstcommand.com,,Salesforce
10986850,Inactive Investor,Joey Eades,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10936756,Inactive Investor,Sarah Simes,Senior Sales Supervision Principal,"Osaic Wealth, Inc.",,,Salesforce
11144591,Inactive Investor,David Brown,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,david.e.brown@ms.com,,Salesforce
11107005,Inactive Investor,Russell Weiss,Chief Planning Officer;Senior Wealth Advisor,"The Marshall Financial Group, Inc",rweiss@marshallfinancial.com,,Salesforce
11145196,Inactive Investor,Matthew Gehrt,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,matthew.gehrt@morganstanley.com,,Salesforce
10916398,Inactive Investor,Richard Germek,,UBS Financial Services Inc. Nashville TN 3102 West End Ave,richard.germek@ubs.com,,Salesforce
10980157,Inactive Investor,Matthew Salmon,,"Allstate Financial Services, LLC Orlando FL 1520 Lake Baldwin Ln",matthewsalmon@allstate.com,,Salesforce
241235,,Kent Fitzpatrick,,Asset Strategy Advisors,kaf@assetstrategy.com,(781) 235-4426,Database Upload
10958122,Inactive Investor,Derek Chandler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,derek.chandler@fidelity.com,,Salesforce
188650,,Sidney Britton,,[Unknown],sidbritton9633@gmail.com,,source
10657272,,Paul Crouch,,,paul.crouch@ceterafs.com,,List Import
9559548,,Anke Winkler,,,little1anke@gmx.de,,List import
11204134,Inactive Investor,Michelle Macklin,,"Avantax Investment Services, Inc. Richmond VA Private Residence",,,Salesforce
11092213,Inactive Investor,Andrew Liu,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC San Jose CA 550 S Winchester Blvd",andrew.w.liu@wellsfargoadvisors.com,,Salesforce
11217717,,Ryan Haslam,,,ryan.haslam@lpl.com,,List Import
11217355,,Vincent Pagano,,,vpagano@htk.com,,Other
9634598,,Lee Brown,,,lbrown@ffec.com,,List import
10806462,Inactive Investor,Amanda Hinton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",amanda_hinton@ml.com,,Salesforce
10823399,Inactive Investor,Martin Mayer,International Client Advisor;Senior Vice President;Wealth Advisor,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,martin.a.mayer@morganstanley.com,,Salesforce
10794899,Inactive Investor,Todd Norton,Relationship Manager,"Charles Schwab & Co., Inc. Lake Tapps WA Private Residence",todd.norton@schwab.com,,Salesforce
9588980,,Galya Blachman,,,gblachman@5amventures.com,,List import
11191946,Inactive Investor,Brennan Turner,Financial Advisor,"Raymond James & Associates, Inc. Westlake Village CA 3027 Townsgate Rd",brennan.turner@raymondjames.com,,Salesforce
10929941,Inactive Investor,Gary Markham,Financial Advisor,Commonwealth Financial Network Spokane WA 421 W Riverside Ave,gmarkham@commonwealth.com,,Salesforce
10769357,Inactive Investor,Derek Tenn,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,dtenn@ft.newyorklife.com,,Salesforce
10964920,Inactive Investor,Yi-Hsin Ho,,Integral Financial LLC,,,Salesforce
11186124,Inactive Investor,Frank Nargentino,,B. Riley Wealth Management Plainview NY 255 Executive Dr,,,Salesforce
10855866,Inactive Investor,Eric Bertz,Private Wealth Advisor;Wealth Planning Advisor,"Osaic FA, Inc. Boston MA 175 Federal St",eric.bertz@lfg.com,,Salesforce
10953705,Inactive Investor,Jamie Scott,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10886010,Inactive Investor,Taylor Troxtell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,taylor.troxtell@fidelity.com,,Salesforce
11050451,Inactive Investor,Ellen Leblanc,Member,"Personal Financial Solutions, LLC Brielle NJ 617 Union Ave",,,Salesforce
11001693,Inactive Investor,William Kruger,,"Farmers Financial Solutions, LLC Mesa AZ 1423 S Higley Rd",wkruger@farmersagent.com,,Salesforce
10766816,Inactive Investor,Paige Bentz,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Riverhead NY 611 E Main St,paige.betancourt@morganstanley.com,,Salesforce
11078171,Inactive Investor,Timothy Adkins,,J.P. Morgan Securities LLC Uniontown OH 1721 Boettler Rd,timothy.adkins@chase.com,,Salesforce
9574403,,Ryan White,,,ryan.f.white@huntington.com,,List import
11155421,Inactive Investor,Ronald Moore,Financial Advisor,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,rj.moore@morganstanley.com,,Salesforce
10774097,Inactive Investor,Terence McCormick,Private Wealth Advisor,"Ameriprise Financial Services, LLC Londonderry NH 50 Nashua Rd",terence.g.mccormick@ampf.com,,Salesforce
9622673,,Jonathan Wagner,,,jon.s.wagner@icloud.com,,List import
9619640,,JACOB BIRNBAUM,,,jake.birnbaum.510@gmail.com,,List import
11101459,Inactive Investor,Rajvinder Budwal,,"Osaic Wealth, Inc. San Jose CA 329 Piercy Rd",,,Salesforce
10870608,Inactive Investor,Meghan Westervelt,Vice President,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,meghan.westervelt@jpmorgan.com,,Salesforce
11027510,Inactive Investor,Sebastian Nieto Blanco,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,sebastian.nieto-blanco@jpmorgan.com,,Salesforce
10615979,,Daniel Sackman,,,dan.sackman@lpl.com,,List Import
11165826,Inactive Investor,Ricardo Barcelo-Villagran,,"Allstate Financial Services, LLC Houston TX 1235 North Loop W",ricardobarcelovillagran@allstate.com,,Salesforce
10854982,Inactive Investor,Michael Gomes,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,michael.gomes@fidelity.com,,Salesforce
10878117,Inactive Investor,Joseph Geld,Financial Advisor;Financial Planner,HWA Financial Group,jgeld@hwafinancialgroup.com,,Salesforce
235460,,Jason Nelson -,,Jason Nelson [[Unknown]],jasonnelson23@gmail.com,,
10944665,Inactive Investor,Vanessa Bryce,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",vanessa.bryce@ml.com,,Salesforce
10757927,Inactive Investor,Alan Wolman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",,,Salesforce
11260435,Inactive Investor,Leah Garvey,,Vanguard Marketing Corporation,leah_garvey@vanguard.com,,Salesforce
370864,,Ddin Morbi,,[Unknown],ddin.b.morbi@gmail.com,,Salesforce
11125692,Inactive Investor,Jamie McManus,,Morgan Stanley Providence RI 1 Financial Plz,jamie.pardee@morganstanley.com,,Salesforce
11231713,Inactive Investor,Michelle Botsch,,Fidelity Brokerage Services LLC,,,Salesforce
231849,, -,,[[Unknown]],nesandupb@gmail.com,,
9640099,,Eduardo Vianna,,,evianna@jgpwealth.com.br,,List import
335036,,Ryan Bonaventura,Member,"Souders Financial Advisors, Llc",ryan.bonaventura@soudersfinancial.com,513-598-2400,Manual List Upload
10907273,Inactive Investor,Michael Beck,,LPL Financial LLC Hailey ID 4a6 S Main St,michael.beck@lpl.com,,Salesforce
10803753,Inactive Investor,Kurt Bethke,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",kurt.bethke@nm.com,,Salesforce
11079589,Inactive Investor,Peggy Allen,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Murrieta CA 25220 Hancock Ave",,,Salesforce
10962853,Inactive Investor,Gwen Martin,Administrative Assistant,LPL Financial LLC Spearfish SD 1230 North Ave,gwen.martin@lpl.com,,Salesforce
10792053,Inactive Investor,James Newhouse,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
9640708,,Amanda Ferris,,,amc_ferris@hotmail.com,,List import
10489074,,Douglas Easley,Registered Operations Leader,"Ameriprise Financial Services, LLC Plano TX 5600 Tennyson Pkwy",doug.a.easley@ampf.com,972-244-5755,List Import
10783800,Inactive Investor,Stephanie Pierce,,BNY Mellon Securities Corporation Boston MA 201 Washington St,stephanie.pierce@bnymellon.com,,Salesforce
10957695,Inactive Investor,Chandler Bonta,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 5353 S Lindbergh Blvd",chandler.bonta@ml.com,,Salesforce
9617367,,John Botti,,,jbotti@emrosecapital.com,,List import
10808487,Inactive Investor,Donald Covington,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10772314,Inactive Investor,Charles Litton,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,charles.litton@ubs.com,,Salesforce
11062331,Inactive Investor,Isabella Lopez,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,ilopez03@ft.newyorklife.com,,Salesforce
11233728,Inactive Investor,Erica Gierzak,,"W&S Brokerage Services, Inc. Miamisburg OH 2 Prestige Pl",,,Salesforce
10939024,Inactive Investor,Colin Shaw,Principal;Vice President,DHJJ Financial Advisors,,,Salesforce
10754791,Inactive Investor,Herbert Reilly,Chief Compliance Officer;President,"HFR Wealth Management, LLC",bret@hfrwealth.com,,Salesforce
7496042,,juu Christine,,,gamlozirzo@gufum.com,,Web Form Fillout
9574628,,Emily Jameson,,,ejameson@securitiesamerica.com,,List import
11223072,,Maranda Barbour,,,maranda.barbour@morganstanley.com,,List Import
10523915,,Smith John,,,smithjohn@gmail.com,,Web form fillout
9611632,,cyril huet,,,cyril.huet83@gmail.com,,List import
11176343,Inactive Investor,Allison Mogauro,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11197193,Inactive Investor,Agatha Lidzbarski,,UBS Financial Services Inc. Seattle WA 925 4th Ave,,,Salesforce
10993982,Inactive Investor,Ryan Krantz,,LPL Financial LLC Kearney NE 1110 17th Ave,ryan.krantz@lpl.com,,Salesforce
9639492,,Marki Flannery,,,marki.flannery@vnsny.com,,List import
11114268,Inactive Investor,Kellie Davidson,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,kelliedavidson@statefarm.com,,Salesforce
85066,,Mark Acuff,,United States,markacuff56@gmail.com,,
10932804,Inactive Investor,Derek Ross,,LPL Financial LLC Novi MI 41875 W 11 Mile Rd,derek.ross@lpl.com,,Salesforce
11190016,Inactive Investor,Justin Stewart,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11192078,Inactive Investor,Diego Sepulveda,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,diego.sepulveda@fmr.com,,Salesforce
9575037,,Ko Sawada,,,cryptoshogun9@protonmail.com,,List import
11036307,Inactive Investor,Anthony Marchetti,,Fidelity Brokerage Services LLC,,,Salesforce
10897907,Inactive Investor,Kathryn Hayes,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Sioux Falls SD 6300 S Old Village Pl",kathryn.hayes@rbc.com,,Salesforce
11113075,Inactive Investor,Andrew Fink,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,andrew.fink@morganstanley.com,,Salesforce
10938863,Inactive Investor,Chase Freiman,,Fidelity Brokerage Services LLC,,,Salesforce
10755671,Inactive Investor,Robert Wachob,Financial Advisor,UBS Financial Services Inc. Hartford CT 1 State St,robert.wachob@ubs.com,,Salesforce
10915309,Inactive Investor,Wendy Cundari,Financial Advisor,LPL Financial LLC Inverness FL 2367 E Gulf to Lake Hwy,w.cundari@lpl.com,,Salesforce
9644647,,Rob Give my money back,,,rob1@gmail.com,,List import
9626935,,Alper Sasmaz,,,alperssmaz@gmail.com,,List import
10813942,Inactive Investor,Stephen Schaible,,Evercore Group L.L.C.,schaible@evercore.com,,Salesforce
337023,,Bruce Rauner,Passive Shareholder,"Passive Capital Management, Llc",sreinhardt@passivecapital.com,315-478-3130,Manual List Upload
333914,,Christopher Cox,"Senior Managing Director, Chief Risk Officer",Churchill Asset Management Llc,christopher.cox@churchillam.com,212-478-9200,Manual List Upload
11255291,Inactive Investor,Lorin Wagler,Compliance Coordinator;Investment Advisor Representative,"Reliant Investment Partners, LLC",lorin@greatfallswealth.com,,Salesforce
11201224,Inactive Investor,Robert Morrison,Chief Strategist,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,rmorrison@savantwealth.com,,Salesforce
10961520,Inactive Investor,Kamron Sanders,Associate,Edward Jones Lehi UT 111 E Main St,kamron.sanders@edwardjones.com,,Salesforce
10877834,Inactive Investor,Kelly Schmalhausen,,"DFPG Investments, LLC Houston TX 1200 Post Oak Blvd",,,Salesforce
11009441,Inactive Investor,Kevin Womack,,"Osaic Wealth, Inc. Duncan OK 3766 N Hwy 81",,,Salesforce
11152994,Inactive Investor,Randal Cox,,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",randal.cox@rbc.com,,Salesforce
10834926,Inactive Investor,David Smith,Manager;Managing Member;Regulatory Contact;Senior Financial Advisor,"Robinson Smith Wealth Advisors, LLC Portsmouth NH 1 Harbour Pl",,,Salesforce
10941803,Inactive Investor,Alexander Anderson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10768419,Inactive Investor,David Sherwood,Financial Advisor;Vice President,Greenberg Financial Group,sherwood@greenbergfinancial.com,,Salesforce
9573534,,Ralph Davies,,,ralph.davies@castlehook.com,,List import
11082307,Inactive Investor,Jason Wong,Executive Vice President;Financial Advisor,Shiraishi Financial Group Advisors,jason@shiraishifinancialgroup.com,,Salesforce
11211379,Inactive Investor,James Lawson,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",james.lawson@tiaa.org,,Salesforce
9545038,,Dianne Davis,,,ddavis@commonwealth.com,,List import
10972288,Inactive Investor,Grace Chen,Operations Manager,"Auspicious Financial Planning, LLC",grace@auspiciousfinancial.com,,Salesforce
11196621,Inactive Investor,Hai Young Lee,,Park Avenue Securities LLC Los Angeles CA 3731 Wilshire Blvd,haiyoung_lee@glic.com,,Salesforce
10913165,Inactive Investor,Tyler Strickland,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,tyler.strickland@fidelity.com,,Salesforce
9644505,,Lynne Marlor,,,lynnemarlor@gmail.com,,List import
10847655,Inactive Investor,Rita Ramirez,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",rita.c.ramirez@bofa.com,,Salesforce
229426,, -,,[[Unknown]],kwaansah29@gmail.com,,Other
11009939,Inactive Investor,James Friery,,"Osaic Wealth, Inc. Sandusky OH Private Residence",,,Salesforce
9591901,,Joshua Aguirre,,,jaguiibusiness@gmail.com,,List import
10885001,Inactive Investor,Paul McCutchen,Financial Advisor,Edward Jones Marion AR 3401 State Hwy 77 S,paul.mccutchen@edwardjones.com,,Salesforce
9626815,,Krystian Lawniczak,,,krystian.l@wp.pl,,List import
11142225,Inactive Investor,Nancy Enriquez,,J.P. Morgan Securities LLC Culver City CA 10706 Jefferson Blvd,nancy.enriquez@jpmorgan.com,,Salesforce
241666,,Tina Crawford,,[Unknown],crawfordtina180@gmail.com,,Direct
10988381,Inactive Investor,Aaron Olson,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,,,Salesforce
11138457,Inactive Investor,Jeremy Holstrom,Financial Advisor,"Pruco Securities, LLC. Redding CA 1802 Pine St",jeremy.holstrom@prudential.com,,Salesforce
10817378,Inactive Investor,Kimberly Lineberry,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 975 S Federal Hwy",kimberly.lineberry@wellsfargo.com,,Salesforce
10770455,Inactive Investor,Raymond Bevier,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",ray.bevier@wellsfargoadvisors.com,,Salesforce
9591096,,Jared Diamond,,,jared@balancer.finance,,List import
10845296,Inactive Investor,Merrill Crockett,,MissionSquare Investment Services,mcrockett@icmarc.org,,Salesforce
10819408,Inactive Investor,Michael Desaulnier,,LPL Financial LLC Morristown NJ 305 Madison Ave,michael.desaulnier@lpl.com,,Salesforce
9553906,,Andrew Kleis,,,andrew.kleis@aretewealth.com,,List import
9600719,,Sami Mnaymneh,,,sami.mnaymneh@higcapital.com,,List import
10946493,Inactive Investor,Daniel Michel,Co-Chief Investment Strategist,Oakwell Private Wealth Management,,,Salesforce
9558166,,Christina Castrejon,,,cespinosa@calamos.com,,List import
9643038,,Neil Melker,,,neilmelker@gmail.com,,List import
77589,,Dwayne Beckley,,neversummer builders inc,neversummerbuilders@yahoo.com,9705312566,
10955365,Inactive Investor,Grant Lowery,,"Raymond James Financial Services, Inc. Northville MI 321 N Center St",grant.lowery@raymondjames.com,,Salesforce
9560453,,Ethan Eitel,,,eeitel@massmutual.com,,List import
11110415,Inactive Investor,Herbert Friedman,,"Portfolio Medics, LLC Singer Island FL Private Residence",,,Salesforce
9570005,,David Chamberlain,,,david53143@gmail.com,,List import
11040266,Inactive Investor,Sharon Wei,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",sharon.frank@ml.com,,Salesforce
11161805,Inactive Investor,Jordan Marquez,Registered Client Service Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,,,Salesforce
10831285,Inactive Investor,Thomas Miranda,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Eustis FL 127 N Bay St",thomas.miranda@wellsfargoadvisors.com,,Salesforce
10887894,Inactive Investor,Karim Mawji,Chief Compliance Officer;Chief Investment Officer;Founder,Eagle Talon Partners,karim@eagletalonpartners.com,,Salesforce
10963387,Inactive Investor,Tyler Cook,Managing Partner,John E. Sestina and Company,tcook@sestina.com,,Salesforce
9586467,,Catherine Mandell,,,cmandell@argandequity.com,,List import
10968655,Inactive Investor,Matthew Burnell,,Cetera Financial Specialists LLC Clifton Park NY 1593 Rte 9,,,Salesforce
332878,,Carter Brown,Senior Investment Analyst,SFMG Wealth Advisors,carter@sfmg.com,,
1003104,Inactive Investor,Kevin March,FOUNDER,Floating Point Group,kevin@floating.group,4177717818,3rd Party Lead Gen
10822820,Inactive Investor,Matthew Nardella,,"HighTower Securities, LLC New York NY 505 5th Ave",matt.nardella@hightoweradvisors.com,,Salesforce
11053330,Inactive Investor,Conrad Bringsjord,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",conrad.bringsjord@ml.com,,Salesforce
10929202,Inactive Investor,Brian Cohen,,"Capitol Securities Management, Inc. Melville NY 201 Old Country Rd",bcohen@capitolsecurities.com,,Salesforce
11121954,Inactive Investor,David Jennings,Managing Director;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
9571233,,Yusuke Suzuki,,,yusuke@kylinfund.com,,List import
10952143,Inactive Investor,Christopher Cichanski,,"Allstate Financial Services, LLC Bothell WA 16000 Bothell Everett Hwy",ccichanski@allstate.com,,Salesforce
11180714,Inactive Investor,Jon Vigi,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,jon.vigi@ubs.com,,Salesforce
10949751,Inactive Investor,Anzhela Harutyunyan,Vice President,PFS Investments Inc. Van Nuys CA 8311 Foothill Blvd,anzhela.harutyunyan@primerica.com,,Salesforce
170174,,Jian Yin,,[Unknown],yjian1986h@gmail.com,,
11117775,Inactive Investor,Pamela Krejce,,"Wealth Enhancement Brokerage Services, LLC",pkrejce@wealthenhancement.com,,Salesforce
368832,,David Duchesneau,"Chief Executive Officer, Managing Director, Regulatory Contact","Hightower Advisors, Llc",dduchesneau@argentwm.com,781-290-4900,
9645828,,Faro Maltese,,,maltese.faro@hotmail.it,,List import
11081384,Inactive Investor,Corrine Clark,,"Osaic Wealth, Inc. Southgate MI 1 Heritage Dr",,,Salesforce
11152712,Inactive Investor,Kristin Wollam,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,kristin.summers@morganstanley.com,,Salesforce
11201095,Inactive Investor,Robert Teague,Partner,Markle Financial LLC Lancaster PA 1853 William Penn Way,,,Salesforce
11055161,Inactive Investor,Peter Levine,Private Client Advisor,"Osaic Institutions, Inc. Brooklyn NY 1617 Avenue M",,,Salesforce
10856235,Inactive Investor,Sarah Auernhammer,Wealth Advisor,Thrivent Investment Management Inc. Redondo Beach CA 1300 Aviation Blvd,sarah.auernhammer@thrivent.com,,Salesforce
11181768,Inactive Investor,Jeffrey Krause,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Waukesha WI 20975 Swenson Dr,jeffrey.j.krause@morganstanley.com,,Salesforce
235338,, -,,[[Unknown]],buki@telenet.be,,Organic Search
10869566,Inactive Investor,Natallia Prylazhynskaya,,J.P. Morgan Securities LLC Princeton Junction NJ 63 Princeton Hightstown Rd,natallia.prylazhynskaya@jpmorgan.com,,Salesforce
9608098,,Lol Lel,,,msbrfr@gmail.com,,List import
10771406,Inactive Investor,Adam Fisher,Chief Executive Officer;Co-Founder;Managing Partner;Regulatory Contact,Oak Lane Advisors,,,Salesforce
11003841,Inactive Investor,Guadalupe Martinez Alavez,,PFS Investments Inc. San Antonio TX 6800 Park 10 Blvd,gmartinez-alavez@primerica.com,,Salesforce
11029239,Inactive Investor,James Curran,,Wealth Management Saint Louis MO 220 W Lockwood Ave,,,Salesforce
11005861,Inactive Investor,Melissa Schneider,,Edward Jones Minneapolis MN 4200 W Old Shako Pee Rd,melissa.schneider@edwardjones.com,,Salesforce
195933,,Kurt Garrett,,[Unknown],dartmouthcrew@gmail.com,,source
9574035,,Micha? Przyby?,,,michalprzybyl91@gmail.com,,List import
11056610,Inactive Investor,Chad Jackson,,"Osaic Wealth, Inc. Marshall MI 311 E Mansion St",,,Salesforce
11180826,Inactive Investor,Tracy Teng,,LPL Financial LLC Waltham MA 51 Sawyer Rd,tracy.teng@lpl.com,,Salesforce
9631689,,ewrwer werewr,,,dewoh49908@boldhut.com,,List import
11069560,Inactive Investor,Samuel Chiganos,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",samuel.chiganos@nm.com,,Salesforce
10776150,Inactive Investor,Lara Deppe,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",lara.deppe@ml.com,,Salesforce
10868105,Inactive Investor,Stephen Way,Director - Planning;Partner,Setarcos Wealth Advisors LLC,stephenway@setarcosllc.com,,Salesforce
10949698,Inactive Investor,Eric Fenn,,"Raymond James Financial Services, Inc. Helotes TX 14239 Old Bandera Rd",eric.fenn@raymondjames.com,,Salesforce
10767388,Inactive Investor,Daniel Leveroni,Wealth Advisor,LPL Financial LLC Cotuit MA Private Residence,daniel.leveroni@lpl.com,,Salesforce
10779473,Inactive Investor,Christian Raynor,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",christian_raynor@ml.com,,Salesforce
11208675,Inactive Investor,Matthew Heller,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Ames IA 2705 Northridge Pkwy,matthew.heller@thrivent.com,,Salesforce
9545984,,Mark Serai,,,seraimatsela@gmail.com,,List import
9604556,,Martin Rodriguez,,,rm051197@gmail.com,,List import
9572167,,Odionyekachi Joshua,,,odionyekachiwilliams@gmail.com,,List import
11177165,Inactive Investor,Ross Taylor,,Cetera Investment Services LLC Richfield UT 14 S Main St,,,Salesforce
10814281,Inactive Investor,Atul Shah,Financial Professional,"Pruco Securities, LLC. Iselin NJ 1404 Oak Tree Rd",atul.shah@prudential.com,,Salesforce
11088792,Inactive Investor,Aaron Hiatt,,Stephens Winston Salem NC 101 S Stratford Rd,aaron.hiatt@stephens.com,,Salesforce
9589985,,Philip Lim,,,philiplim171@gmail.com,,List import
10787635,Inactive Investor,Christopher Canlas,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,christopher.canlas@morganstanley.com,,Salesforce
10791803,Inactive Investor,Robert Heim,,J.P. Morgan Securities LLC New Braunfels TX 1695 W State Hwy 46,robert.r.heim@jpmorgan.com,,Salesforce
11088994,Inactive Investor,Michael Kamen,Senior Portfolio Manager,Neuberger Berman BD LLC,mkamen@nb.com,,Salesforce
9560229,,Sharon Stanton,,,sstanton@sfccpa.com,,List import
11194010,Inactive Investor,Matthew Enyedi,Managing Director,LPL Financial LLC San Diego CA 4707 Executive Dr,matthew.enyedi@lpl.com,,Salesforce
10879816,Inactive Investor,Shermee Zeigler,,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",,,Salesforce
11085935,Inactive Investor,Kelly Nelson,,Cetera Advisor Networks LLC Billings MT 550 N 31st St,,,Salesforce
11255165,Inactive Investor,David Brouillette,Financial Advisor,"Great Valley Advisor Group, Inc.",dbrouillette@greatvalleyadvisors.com,,Salesforce
9643508,,yy gg,,,ffc@qq.com,,List import
9639152,,Christopher Dion,,,cdion@lowebrockenbrough.com,,List import
6648491,,Hira S.,,,hira@events360group.com,,
10920950,Inactive Investor,Julie Crotty,Client Service Manager,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",,,Salesforce
10596086,,Ryan Cirasiello,,,ryan.cirasiello@lpl.com,,Web Form Fillout
9637242,,Thomas Baldwin,,,thomas.baldwin@brs.com,,List import
9634795,,Michael Mcdougall,,,michael.mcdougall@pacridgecap.com,,List import
11132974,Inactive Investor,Brody Simmons,,LPL Financial LLC Reading PA 2395 Lancaster Pike,brody.simmons@lpl.com,,Salesforce
11005683,Inactive Investor,Andrii Denysenko,,"Wells Fargo Clearing Services, LLC Fountain Valley CA 16025 Brookhurst St",,,Salesforce
11185227,Inactive Investor,Robert Scheele,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",robert_scheele@ml.com,,Salesforce
234949,, -,,[[Unknown]],orange_greatwall@yahoo.com,,
9643716,,ahmet salavran,,,ars2743@hotmail.com,,List import
10823674,Inactive Investor,Patrick Noll,Chief Financial Officer,Berger Financial Group,patrick@bergerfinancial.com,,Salesforce
11260555,Inactive Investor,William Watters,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11185168,Inactive Investor,Alexander Crockett,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,acrockett@ft.newyorklife.com,,Salesforce
11127120,Inactive Investor,Chad Cooper,,"Cambridge Investment Research, Inc. Albuquerque NM 6000 Uptown Blvd NE",chad@gfainvestments.com,505-688-4726,Salesforce
11130039,Inactive Investor,Marcela Mesquita,,Bradesco Investments Inc.,marcela.mesquita@bacflorida.com,,Salesforce
9551869,,Jimmy Shaw,,,james.shawsworld@gmail.com,,List import
240458,,vinesh varma,,[Unknown],vineshvarma1203@gmail.com,,Direct
9646984,,Benjamin Erben,,,benni_erben@yahoo.de,,List import
10937653,Inactive Investor,Hasheem Cates,,J.P. Morgan Securities LLC Caldwell NJ 865 Bloomfield Ave,hasheem.w.cates@chase.com,,Salesforce
11040118,Inactive Investor,Delore Hurley,,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,ddhurley@rwbaird.com,,Salesforce
11169712,Inactive Investor,Lauren Batchler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11234147,Inactive Investor,Demian Wolters,,"Kestra Investment Services, LLC",,,Salesforce
11102220,Inactive Investor,John Braca,,Cetera Advisor Networks LLC Mt. Sinai NY Private Residence,,,Salesforce
10948875,Inactive Investor,Zarruq Saleem-Khan,,Deutsche Bank Securities Inc.,zarruq@deutschewealth.com,,Salesforce
193277,,Penelope Tzougros,,[Unknown],penelope@wealthychoices.com,,
11135452,Inactive Investor,Bradley Rambo,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 2101 Sawgrass Village Dr",brad.rambo@raymondjames.com,,Salesforce
1003882,Inactive Investor,Sauban Bin Rais,,Sauban Bin Rais,sauban@hotmail.com,,
11111992,Inactive Investor,Kristie Ford,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",kristie.ford@prudential.com,,Salesforce
9580899,,James Scureman,,,jscureman@financialguide.com,,List import
11151841,Inactive Investor,Irving Lee,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 31 Rte 111",irving.t.lee@ml.com,,Salesforce
371026,,Christopher Troutman,,United States,christroutman1@gmail.com,,Salesforce
10488888,,Eric Sitarski,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,eric.m.sitarski@jpmorgan.com,,List Import
11120468,Inactive Investor,Helber Vanegas,,PFS Investments Inc. Hialeah FL 2300 W 84th St,helber.vanegas@primerica.com,,Salesforce
10615827,,John Ryan,,,john.h.ryan@jpmorgan.com,,List Import
10876744,Inactive Investor,John Feldman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
372099,,John McDermott,,United States,johnmcd415@gmail.com,,Salesforce
10952532,Inactive Investor,Greyson Finch,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,greyson.finch@jpmorgan.com,,Salesforce
9603233,,Suzanne Johnson,,,sue.m.johnson1214@gmail.com,,List import
2822351,,Adarsh Kumar v Adarsh Kumar v,,,adarshkumarv03@gmail.com,,
11050453,Inactive Investor,Sean Mcleod,Portfolio Manager;Portfolio Manager Analyst;Vice President,Dana Investment Advisors Inc,sean@danainvestment.com,,Salesforce
11081254,Inactive Investor,Natalina Demeis,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9555770,,xie Rosie,,,645291646@qq.com,,List import
10656536,,Amy Buikema,,,abuikema@pmanetwork.com,,List Import
10835007,Inactive Investor,Mary Gibbons,Chief Compliance Officer;Owner,"RIA Advisory Group, LLC",mary.gibbons@riaadvisorygroup.com,,Salesforce
10961386,Inactive Investor,Jack Fischer,Associate Financial Consultant,LPL Financial LLC Kenosha WI 7500 Green Bay Rd,jack.fischer@lpl.com,,Salesforce
9559137,,Daniel Sylvester,,,sydanibet2@gmail.com,,List import
10997238,Inactive Investor,Joseph Kawczenski,,"Kestra Investment Services, LLC Boston MA 265 Franklin St",,,Salesforce
10934759,Inactive Investor,Mark Bertrang,Advisor,Interactive Financial Advisors Onalaska WI 1401 Main St,,,Salesforce
9646279,,Mark Rodak,,,jrrodak@aol.com,,List import
348956,,Charles Santoro,Managing Member,"Sterling Investment Partners Advisers, Llc",santoro@sterlinglp.com,203-226-8711,Manual List Upload
9544752,,Gopal Anantanatarajan,,,gopalakrishnan.anantanatarajan@fmr.com,,List import
10813216,Inactive Investor,Janelle Fuhrmann,Financial Consultant,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,janelle.fuhrmann@thrivent.com,,Salesforce
11021386,Inactive Investor,Zachary Macomber,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 264 S River Rd",zachary.x.macomber@ampf.com,,Salesforce
11204104,Inactive Investor,Angelo Martorell,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Director;Managing Partner,"Martorell Capital Partners, LLC Greenwich CT 48 W Putnam Ave",,,Salesforce
11107165,Inactive Investor,Sasha Tollensdorf,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,sasha.luinstra@fidelity.com,,Salesforce
10844303,Inactive Investor,Jared Friedman,Chief Compliance Officer;Financial Planner;Founder;Owner;President,"Redwood Financial Planning, LLC",,,Salesforce
10474641,,Sureshkumar Thiruvenkadathan,,,tskumar24@gmail.com,,Web Form Fillout
9596289,,Paula Connell,,,paula.bright@ubs.com,,List import
11075081,Inactive Investor,Peter Babich,Financial Advisor,LPL Financial LLC Downers Grove IL 6912 Main St,peter.babich@lpl.com,,Salesforce
11112120,Inactive Investor,Melissa De Leon,,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,melissa.deleon@chase.com,,Salesforce
9578796,,Norman Scherr,,,nscherr@longpointcapital.com,,List import
10824384,Inactive Investor,Michael Cross,Investment Advisor,"Capitol Securities Management, Inc. Charlottesville VA 414 E Market St",mcross@capitolsecurities.com,,Salesforce
11059313,Inactive Investor,Shawn Lorion,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Clinton IA 405 S 3rd St",shawn.lorion@usbank.com,,Salesforce
11221922,,Michael DeMatteo,,,mdematteo@wealthenhancement.com,,List Import
11030682,Inactive Investor,Natalie Bryson,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11191549,Inactive Investor,Timothy Banks,Chief Compliance Officer;Financial Planner;Founder;Managing Member,"The Worley Banks Group, LLC",,,Salesforce
11015200,Inactive Investor,Christopher Leech,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",christopher.leech@equitable.com,,Salesforce
10982646,Inactive Investor,Paulina Lee,,NYLIFE Securities LLC,,,Salesforce
333120,,Jason Staley,Investment Relationship Manager,Schneider Downs Wealth,jstaley@schneiderdowns.com,412-697-5376,
11146723,Inactive Investor,Michelle Roher,,"Wells Fargo Clearing Services, LLC Springfield IL 2941 Greenbriar Dr",michelle.roher@wellsfargoadvisors.com,,Salesforce
11071246,Inactive Investor,Nicholas Lipsius,,Key Investment Services LLC Lockport NY 5737 S Transit Rd,nicholas.lipsius@key.com,,Salesforce
10957728,Inactive Investor,Braxton Esplin,,Edward Jones Rexburg ID 526 1st American Cir,braxton.esplin@edwardjones.com,,Salesforce
11210153,Inactive Investor,Wai Man Cheung,Financial Advisor,Edward Jones Leonardtown MD 41660 Courthouse Dr,wilman.cheung@edwardjones.com,,Salesforce
11170523,Inactive Investor,Jonathan Hutchison,,"MML Investors Services, LLC Knoxville TN 9323 S Northshore Dr",jthutchison@financialguide.com,,Salesforce
10923254,Inactive Investor,Mathew Immel,,"FBL Marketing Services, LLC Fond Du Lac WI N7592 Taycheedah Way",mathew.immel@fblfinancial.com,,Salesforce
11235372,Inactive Investor,Ryan Kristie,Reporting Analyst,"Procyon Advisors, LLC",rkristie@procyonpartners.net,,Salesforce
10846003,Inactive Investor,Kenneth Yager,Institutional Consultant;Vice President,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,kenneth.yager@morganstanley.com,,Salesforce
10870613,Inactive Investor,Nicholas Pryse,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10975253,Inactive Investor,Nicholas Rostykus,Private Wealth Advisor;Wealth Advisor,WealthSource Tulsa OK 5921 E 97th St,nrostykus@wealthsource.com,,Salesforce
11069335,Inactive Investor,Trevin Kent,Chief Operating Officer,ThePARTNERS Wealth Management,trevinkent@thepartnerswm.com,,Salesforce
11206888,Inactive Investor,Mark Linnane,Financial Advisor,LPL Financial LLC Waltham MA 51 Sawyer Rd,mark.linnane@lpl.com,,Salesforce
9625876,,Bob Bryant,,,bbryant0012@hotmail.com,,List import
10756861,Inactive Investor,Alex Wenthe,Associate Vice President;Financial Advisor,Morgan Stanley Sea Girt NJ 2150 Hwy 35,alex.wenthe@morganstanley.com,,Salesforce
10884753,Inactive Investor,Thomas Ptacin,Financial Advisor,Savant Wealth Management,tptacin@savantwealth.com,,Salesforce
10911045,Inactive Investor,Jay Schiff,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,,,Salesforce
9635736,,Phil Branshaw,,,prbranshaw@swcares.com,,List import
10880987,Inactive Investor,Laurie Ufnowski,Registered Client Service Associate,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",laurie.ufnowski@ampf.com,,Salesforce
10980736,Inactive Investor,Nikol Tennant,Senior Wealth Advisor,"The Colony Group, LLC Boca Raton FL 5100 Town Center Cir",ntennant@thecolonygroup.com,,Salesforce
11083285,Inactive Investor,David Brown,,"Kestra Investment Services, LLC Warrington PA 2600 Kelly Rd",,,Salesforce
9545720,,Syed Islam,,,syedimadul@yahoo.com,,List import
11158368,Inactive Investor,Ashlyn Pugh,Financial Advisor,Edward Jones Weatherford OK 1053 N Washington St,ashlyn.pugh@edwardjones.com,,Salesforce
10931382,Inactive Investor,Sean Laws,,Cetera Advisor Networks LLC Dacono CO Private Residence,sean.laws@ceterawealth.com,,Salesforce
10937957,Inactive Investor,Adam Davenport,,State Farm VP Management Corp.,adamdavenport@statefarm.com,,Salesforce
9589793,,Gregory Smith,,,gmaca2710@gmail.com,,List import
11167628,Inactive Investor,Claudia Seelbach,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 7198 Stockton Blvd",claudia.l.seelbach@ml.com,,Salesforce
156415,,youngsol koh,,[Unknown],youngsol.koh@gmail.com,,Organic Search
10944320,Inactive Investor,Robert Gershkowitz,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",rgershkowitz@financialguide.com,,Salesforce
11089033,Inactive Investor,Anthony Paone,,"Allstate Financial Services, LLC Collegeville PA 1 W Main St",anthonypaone@allstate.com,,Salesforce
10926254,Inactive Investor,Edwin McKnight,,"Silver Oak Securities, Incorporated Murfreesboro TN 1800 S Rutherford Blvd",,,Salesforce
11074080,Inactive Investor,Jared Silverman,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,jared.silverman@opco.com,,Salesforce
10772937,Inactive Investor,Steven Kumagai,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",steven.x.kumagai@ampf.com,,Salesforce
10831806,Inactive Investor,Elizabeth Aitken,,"Ameriprise Financial Services, LLC Hingham MA 99 Derby St",elizabeth.k.aitken@ampf.com,,Salesforce
10948196,Inactive Investor,Trisha Rieman,,"Avantax Investment Services, Inc. Pawnee OK 814 Harrison St",,,Salesforce
9587617,,Micheal Braggs,,,michealbraggs@yahoo.com,,List import
9600620,,Skyler Kraemer,,,skraemer@missionwealth.com,,List import
10771539,Inactive Investor,Lyle Mcallister,Chief Compliance Officer;President,McAllister Capital Management,,,Salesforce
11027319,Inactive Investor,Haerok Yoon,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",haerokyoon@financialguide.com,,Salesforce
10926486,Inactive Investor,Joseph Delia,,Vanguard Marketing Corporation,joseph_delia@vanguard.com,,Salesforce
11229007,Inactive Investor,Matthew Wilke,,Edward Jones Saint Louis MO 1600 S Brentwood Blvd,,,Salesforce
10752832,Inactive Investor,Patrick Galligan,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,patrick.galligan@ubs.com,,Salesforce
11185808,Inactive Investor,Loretta Powell,,"Allstate Financial Services, LLC Columbus OH 3040 Riverside Dr",lorettapowell@allstate.com,,Salesforce
9647313,,Sheron Johnston,,,sjohnston5@mac.com,,List import
11124903,Inactive Investor,Israel Bentley,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,israel_bentley@vanguard.com,,Salesforce
11066616,Inactive Investor,Stewart Abelow,,"American Portfolios Financial Services, Inc. Jericho NY 500 N Broadway",sabelow@americanportfolios.com,,Salesforce
10847242,Inactive Investor,Dayna Chettouh,Financial Advisor,Edward Jones Pflugerville TX 305 N Heatherwilde Blvd,dayna.chettouh@edwardjones.com,,Salesforce
10996140,Inactive Investor,Harley Davis,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11083487,Inactive Investor,Nicholas Pagliai,Private Wealth Analyst,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",nicholas.pagliai@nm.com,,Salesforce
348981,,Brian Ratzan,Partner,Centerview Capital Management Llc,bratzan@centerviewcapital.com,212-429-2211,Manual List Upload
10827511,Inactive Investor,Jose Delmedico,Financial Advisor;First Vice President;International Client Advisor,Morgan Stanley New York NY 55 E 52nd St,jose.delmedico@morganstanley.com,,Salesforce
89555,,Howard Ryan,Regional Sales Supervision Principal,"Securities America Advisors, Inc.",howard.ryan@securitiesamerica.com,800-747-6111,
11152703,Inactive Investor,Tisha Rother,,Morgan Stanley Lawton OK 601 SW C Ave,tisha.rother@morganstanley.com,,Salesforce
9586107,,Koji Ichikawa,,,menonucsub@beorc.info,,List import
10619804,,Sean Hendricks,,,shendricks@jghfs.com,,List Import
10845879,Inactive Investor,Gabriel Jacobson,,Goldman Sachs & Co.,,,Salesforce
9557592,,Darren Curtis,,,dcurtis@dcteaminc.com,,List import
10882301,Inactive Investor,Padric Scott,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",padric.scott@nm.com,,Salesforce
11081884,Inactive Investor,Christian Dale,,"Allstate Financial Services, LLC Morrisville PA 405 Floral Vale Blvd",christiandale@allstate.com,,Salesforce
10768364,Inactive Investor,Douglas Kyro,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",douglas.kyro@valic.com,,Salesforce
11042455,Inactive Investor,Agustin Menendez Alurralde,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,agustin.menendez-alurralde@safra.com,,Salesforce
10961390,Inactive Investor,Ned Saliba,,Morgan Stanley,,,Salesforce
29349,,Paul Tichy,Investment Analyst / Co-PM,Stiles Financial,paul@stilesfinancial.com,952.988.0452,Initial Salesforce Import
9624961,,CHLOE LIM,,,olives.books@gmail.com,,List import
10906737,Inactive Investor,Tessa Biggs,Client Service Associate,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,tessa.biggs@morganstanley.com,,Salesforce
1003080,Inactive Investor,Stephane Mardel,,UFP Capital SA,stephane.mardel@utdfirst.com,,3rd Party Lead Gen
10863388,Inactive Investor,David Summers,Chief Compliance Officer;Managing Member;Principal,Eagle Investment Advisors,dsummers@eagleia.com,,Salesforce
10786701,Inactive Investor,Frank Pittman,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",frank.pittman@truist.com,,Salesforce
10617023,,Kevin King,,,kevin.t.king@ml.com,,List Import
11082670,Inactive Investor,Chase Werden,,"Northwestern Mutual Investment Services, LLC Carroll IA 714 Simon Ave",chase.werden@nm.com,,Salesforce
9624765,,Mark Bayly,,,cbayly@protonmail.com,,List import
9574235,,Mendel Silber,,,silber@rentec.com,,List import
10809926,Inactive Investor,Pamela Wise,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",pamela.wise@ml.com,,Salesforce
10814541,Inactive Investor,Wilton Owyang,Complex Risk Officer;First Vice President,Morgan Stanley Fresno CA 5250 N Palm Ave,wil.owyang@morganstanley.com,,Salesforce
10856326,Inactive Investor,John Lewis,Chief Compliance Officer;Managing Member;Principal,"New Albany Capital Partners, LLC",john@newalbanycapital.com,,Salesforce
338069,,Michael Kleinschmidt,Senior Trust Officer,Chevy Chase Trust Company,mkleinschmidt@chevychasetrust.com,240-497-5000,Manual List Upload
9548772,,Carolyn DeVleming,,,lynndevleming@gmail.com,,List import
11089108,Inactive Investor,Greg Kenney,Chief Compliance Officer;President,Kenney Investments Inc,,,Salesforce
11239115,,Allen Powers,,,allen@allenpowers.com,,Salesforce
11254281,Inactive Investor,Stephen Alfaro,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",,,Salesforce
50645,,Rustin Leonard,Financial Associate,Thrivent Investment Management Inc.,rustin.leonard@thrivent.com,,
11041720,Inactive Investor,Vanessa Frasisti,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,vanessa.frasisti@ubs.com,,Salesforce
10752862,Inactive Investor,Jason Blanchard,Financial Advisor,Edward Jones Williamsburg VA 201 Bulifants Blvd,jason.blanchard@edwardjones.com,,Salesforce
9560244,,Chelsea Tufte,,,ctufte@cherrytree.com,,List import
11131195,Inactive Investor,Julia White,,"Transamerica Financial Advisors, Inc Tampa FL 410 S Ware Blvd",julia.white@tfaconnect.com,,Salesforce
10845977,Inactive Investor,Curtis Cronemiller,Financial Advisor,Edward Jones Calabash NC 10164 Beach Dr SW,curtis.cronemiller@edwardjones.com,,Salesforce
9638310,,Jae Yoon,,,jae_yoon@nylim.com,,List import
10968172,Inactive Investor,Shao Yao,,"Transamerica Financial Advisors, Inc Waltham MA 230 2nd Ave",shao.yao@transamerica.com,,Salesforce
10815347,Inactive Investor,Paul Gorgas,Financial Advisor,Edward Jones New Philadelphia OH 130 2nd St NW,paul.gorgas@edwardjones.com,,Salesforce
11212876,Inactive Investor,Jennifer Smith,Financial Advisor,Edward Jones Stuttgart AR 1111 S Main St,jennifer.smith@edwardjones.com,,Salesforce
10923034,Inactive Investor,Babak Binesh,,PFS Investments Inc. Chantilly VA 4455 Brookfield Corporate Dr,babak.binesh@primerica.com,,Salesforce
11053037,Inactive Investor,Aubrey Maxie,,"Farmers Financial Solutions, LLC Spring TX 22632 Kuykendahl Rd",amaxie@farmersagent.com,,Salesforce
11112532,Inactive Investor,Marquitta McCormick,,LPL Financial LLC,marquitta.mccormick@lpl.com,,Salesforce
11189399,Inactive Investor,Samuel Pun,Family Wealth Director;International Client Advisor;Private Wealth Advisor;Senior Portfolio Manager;Vice President;Workplace Adv,Morgan Stanley Pasadena CA 55 S Lake Ave,samuel.pun@morganstanley.com,,Salesforce
10766877,Inactive Investor,George Callaway,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Indianapolis IN 800 E 96th St,richard.callaway@morganstanley.com,,Salesforce
10616356,,Brad Goldberg,,,brad.goldberg@citigroup.com,,List Import
10603781,,Shawn Matthews,"Chief Investment Officer, Founder","Hondius Capital Management, LP",monica313@aol.com,,List Import
11204499,Inactive Investor,Philip Arnold,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,philip.arnold@ubs.com,,Salesforce
10809958,Inactive Investor,Christopher Olszewski,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Hudson OH 36 E Streetsboro St,christopher.olszewski@morganstanley.com,,Salesforce
11140006,Inactive Investor,Harold Austin,,LPL Financial LLC Waller TX Private Residence,clark.austin@lpl.com,,Salesforce
9635582,,Joseph Guyaux,,,jguyaux@pnc.com,,List import
11068295,Inactive Investor,Shirley Higa,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",shirley.higa@ml.com,,Salesforce
219721,,Francis Stakem,,none,gstakem@yahoo.com,2674881776,Organic Search
10892519,Inactive Investor,Ethan Campbell,,"Wells Fargo Clearing Services, LLC Cape Coral FL 113 Hancock Bridge Pkwy W",,,Salesforce
10617055,,Nathan Westcomb,,,nathanwestcomb@ausdal.com,,List Import
11080477,Inactive Investor,Elizabeth Evans,,"Sanctuary Securities, Inc. Carmel IN 211 W Main St",eevans@sanctuarywealth.com,,Salesforce
9629838,,Craig Baker,,,eaglecraigbaker@gmail.com,,List import
11019304,Inactive Investor,Gary Hershgordon,,Chelsea Financial Services,ghershgordon@chfs.com,,Salesforce
11197410,Inactive Investor,Johnathan Cartier,,"Farmers Financial Solutions, LLC Bakersfield CA 4300 Stine Rd",jcartier@farmersagent.com,,Salesforce
10841704,Inactive Investor,Carson Odom,,"Raymond James Financial Services, Inc. Nashville TN 2905 12th Ave S",carson.odom@raymondjames.com,,Salesforce
10644793,,Cyrus Heaton,,,cheaton@m3cp.com,,List Import
11202385,Inactive Investor,Thomas Williams,,PFS Investments Inc. Roseville CA 1200 Melody Ln,,,Salesforce
10857757,Inactive Investor,Tina Hallmark,Principal,LPL Financial LLC Carthage MO 2110 S Garrison Ave,tina.hallmark@lpl.com,,Salesforce
10796811,Inactive Investor,Gail Baron,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",barong@stifel.com,,Salesforce
10465817,,Ishmael Salandy,,,info@dominiontires.com,,Web Form Fillout
10644830,,Gustavo Placencia,,,gustavo.placencia@huntington.com,,List Import
11223310,,Orlando Diaz,,,orlando.diaz@mendhamcapital.com,,List Import
11213455,Inactive Investor,Albert Law,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",albert.law@tfaconnect.com,,Salesforce
9544146,,Joe Humphreys,,,humphreysj@aol.com,,List import
10848386,Inactive Investor,Ryan Wade,,"Northwestern Mutual Investment Services, LLC Ballston Lake NY 4 Rosell Dr",ryan.wade@nm.com,,Salesforce
220052,,Alan Wardle,,[Unknown],alw3101@aol.com,,
9646892,,Kevin Flanagan,,,kflanagan1992@gmail.com,,List import
11016867,Inactive Investor,Mitchell Laflam,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,mrlaflam@ft.newyorklife.com,,Salesforce
10936210,Inactive Investor,John Desio,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",jdesio@financialguide.com,,Salesforce
9588349,,Kelley Jenks,,,mjenks@hot.rr.com,,List import
10777669,Inactive Investor,Thomas McDonald,Director;Managing Director,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,tmcdonald3@investdavenport.com,,Salesforce
9621442,,Jeff Nevins,,,jnevins@silvercrestgroup.com,,List import
344501,,Sally Mann,Secretary CFO,"Alliant Securities, Inc. Turner, Nord, Kienbaum",sally@alliantsecurities.com,509-747-9144,Manual List Upload
11123209,Inactive Investor,Ashley Brueckner,Managing Director,J.P. Morgan Securities LLC Austin TX 405 Colorado St,ashley.r.lottman@jpmorgan.com,,Salesforce
10967913,Inactive Investor,Jason Wittbrodt,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
11171621,Inactive Investor,Ali Elnajjar,Investment Advisor Representative;Principal,"AE Financial & Risk Management, Inc.",aelnajjar@aefinancial.biz,,Salesforce
9567544,,Geoffrey Curran,,,geoffrey@merriman.com,,List import
9576424,,Jeffrey Rankin,,,jeff.rankin@voya.com,,List import
10847466,Inactive Investor,Joseph Canty,Founder;Investment Advisor Representative;Owner,"Canty Financial Management, Inc.",,,Salesforce
11152880,Inactive Investor,Fay Boland,,"Avantax Investment Services, Inc. Pittsburgh PA 2801 Custer Ave",,,Salesforce
10936368,Inactive Investor,Yordanka Slavcheva,,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,,,Salesforce
370519,,John Martin,,United Kingdom,johnhmartin@hotmail.com,,Salesforce
10865646,Inactive Investor,Marina Cato,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,marina.m.cato@jpmorgan.com,,Salesforce
9631254,,andrrw sudbury,,,sudbury@gmail.com,,List import
11050538,Inactive Investor,Christopher Lile,,State Farm VP Management Corp. Tulsa OK 3820 E 51st St,christopherlile@statefarm.com,,Salesforce
10991095,Inactive Investor,Jason Hentz,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",jason.hentz@nm.com,,Salesforce
11056377,Inactive Investor,Brandon Burnside,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",brandon.burnside@tiaa.org,,Salesforce
10762931,Inactive Investor,Mick Dadlani,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
11192756,Inactive Investor,Kristin Tangen,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",tangenk@wellsfargo.com,,Salesforce
10983310,Inactive Investor,Avneet Kaur,Chief Compliance Officer;Co-Founder;Managing Member,Core Investment Capital LLC,ak@corefamilyoffice.com,,Salesforce
10848282,Inactive Investor,Jack Craig,,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,jack.craig@lpl.com,,Salesforce
10940559,Inactive Investor,Spencer Hubler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
5334421,,Mohammed Amin,,,mka766788@gmail.com8,,Web Form Fillout
10770954,Inactive Investor,Justin Dixon,Financial Advisor,Edward Jones Waycross GA 207 Pendleton St,justin.dixon@edwardjones.com,,Salesforce
11230062,Inactive Investor,Derek Deets,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,dpdeets@ft.newyorklife.com,,Salesforce
9554414,,George Webb,,,george@pensionwealth.com,,List import
11135617,Inactive Investor,David Goldberg,,PFS Investments Inc.,,,Salesforce
10811262,Inactive Investor,Michael Fertig,Financial Advisor;Senior Vice President,Fragasso Financial Advisors Canonsburg PA 3402 Washington Rd,mfertig@fragassoadvisors.com,,Salesforce
52071,,Ryan Ley,,United States,blau007@hotmail.com,,
11204598,Inactive Investor,Matthew Ostergaard,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",matthew.ostergaard@nm.com,,Salesforce
9586184,,Brian Morgan,,,brian.morgan@fidelity.com,,List import
9574299,,Paula Juszczyk,,,pjuszczyk@ft.newyorklife.com,,List import
10978308,Inactive Investor,Elaine Anderson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,elaine_anderson@vanguard.com,,Salesforce
11146655,Inactive Investor,Jon Schrank,,"Osaic Wealth, Inc. Orange CA 631 E Chapman Ave",,,Salesforce
11053863,Inactive Investor,Michael Kaplowitz,,"Osaic Wealth, Inc. Katonah NY Private Residence",,,Salesforce
10825258,Inactive Investor,William Lezon,Financial Advisor,Edward Jones Murfreesboro TN 125 N Spring St,barclay.lezon@edwardjones.com,,Salesforce
11052423,Inactive Investor,Robert Monroy,Financial Advisor;First Vice President - Wealth Management;International Client Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,roberto.monroy@morganstanley.com,,Salesforce
10817137,Inactive Investor,Christopher Mariner,,"Raymond James Financial Services, Inc. Sun City West AZ 13801 W Camino Del Sol",chris.mariner@raymondjames.com,,Salesforce
9583272,,Filipe Lopes,,,ic8804062@gmail.com,,List import
11236883,Inactive Investor,Matthew Lybarger,Investment Advisor Representative,"SoundPath Retirement Strategies, LLC",,,Salesforce
9602580,,John DiDonato,,,johnad@gmail.com,,List import
10979113,Inactive Investor,Jason Cabral,,"Pruco Securities, LLC. Venice FL 4240 S Tamiami Trl",jason.cabral@prudential.com,,Salesforce
10890221,Inactive Investor,Elaine Pendrill,,"RBC Capital Markets, LLC",,,Salesforce
11146004,Inactive Investor,Timothy Scott,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",tim.scott@wellsfargoadvisors.com,,Salesforce
10798630,Inactive Investor,Percy Kaigler,Associate Vice President - Investments;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Gulfport MS 401 Cowan Rd",percy.kaigler@benjaminfedwards.com,,Salesforce
10877644,Inactive Investor,Daniel Currywood,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davis CA 325 E St",daniel.currywood@ml.com,,Salesforce
11102239,Inactive Investor,Shelly Schaefer,,Cetera Advisor Networks LLC Brownsville WI Private Residence,schaefers@ceteranetworks.com,,Salesforce
1004499,Inactive Investor,Gary Ostoich,,Gary Ostoich,gostoich@spartanfunds.ca,,3rd Party Lead Gen
335850,,John Dilivio,,Personal Capital Advisors Corporation,john.dilivio@personalcapital.com,,
9606316,,Michael Powsner,,,mpowsner@upstartwealth.com,,List import
9542142,,Allison Pond,,,allikpond@hotmail.com,,List import
11047532,Inactive Investor,Audrey Sreshta,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,asreshta@ft.newyorklife.com,,Salesforce
10613875,,Robert Kennedy,"Financial Advisor, Senior Vice President - Wealth Management, Wealth Advisor",,robert.f.kennedy@ubs.com,,List Import
10897397,Inactive Investor,Todd Parker,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",todd.parker@nm.com,,Salesforce
11147287,Inactive Investor,John Switzer,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Workplace Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,graham.switzer@morganstanley.com,,Salesforce
11109386,Inactive Investor,Chere High-Robles,,"Grove Point Investments, LLC Reading PA 20 W Lancaster Ave",chighrobles@hbeckinc.com,,Salesforce
11133203,Inactive Investor,William Bates,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",hayden.bates@wellsfargoadvisors.com,,Salesforce
10596820,,Marcus Jones,,,marcus.w.jones@wfa.com,,Web Form Fillout
10981546,Inactive Investor,Tracey Franklin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tracey_franklin@vanguard.com,,Salesforce
10832337,Inactive Investor,Terri Olerud,,"Raymond James Financial Services, Inc. Mesa AZ 3654 N Power Rd",terri.olerud@raymondjames.com,,Salesforce
348177,,Kevin Mccarthy,Relationship Manager,"Hilton Capital Management, Llc",mccarthyk@hiltoncm.com,516-693-5380,Manual List Upload
10964186,Inactive Investor,Reginald Rhodes,Chief Compliance Officer;Managing Member,"Legacy Wealth Management Group, LLC",,,Salesforce
10907396,Inactive Investor,Chris Bettencourt,Chief Compliance Officer;President,"Bethesda Financial Advisors, LLC",chris@bethesdafa.com,,Salesforce
75521,,Daniel Jucikas,Financial Associate,Thrivent Investment Management Inc.,daniel.jucikas@thrivent.com,440-827-6323,
11021496,Inactive Investor,Sherry Abdelmalek,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 29941 Hawthorne Blvd,sherry.abdelmalek@jpmorgan.com,,Salesforce
11059823,Inactive Investor,Diane Lemanski,,J.P. Morgan Securities LLC Birmingham MI 200 S Old Woodward Ave,diane.m.lemanski@chase.com,,Salesforce
11150744,Inactive Investor,Richard Fannin,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",richard.fannin@wellsfargoadvisors.com,,Salesforce
10826905,Inactive Investor,Thomas Staples,,LPL Financial LLC Butte MT Private Residence,thomas.staples@lpl.com,,Salesforce
10857864,Inactive Investor,Luke Baxter,Chief Technology Officer,"Dakota Wealth, LLC Danvers MA 222 Rosewood Dr",lbaxter@dakotawm.com,,Salesforce
11020122,Inactive Investor,John Hickey,,"DaVinci Capital Management, Inc.",,,Salesforce
9606408,,Maciej Ziemichód,,,movethismelon@gmail.com,,List import
10784742,Inactive Investor,Christopher Ryan,,"Hennion & Walsh, Inc.",cryan@hennionandwalsh.com,,Salesforce
10934298,Inactive Investor,Melissa Izatt,,Country Capital Management Company Eagle River AK 12330 Old Glenn Hwy,m.izatt@countryfinancial.com,,Salesforce
9542579,,Scott Richter,,,srrealize@aol.com,,List import
11000039,Inactive Investor,Kyle Bero,Financial Consultant,"Equitable Advisors, LLC Canonsburg PA 6000 Town Center Blvd",,,Salesforce
9550792,,Nitin Jain,,,jain@discap.com,,List import
10955794,Inactive Investor,Colin Mcguire,Financial Advisor,Lincoln Investment Newtown Square PA 90 S Newtown Street Rd,cmcguire@lincolninvestment.com,,Salesforce
10617562,,John Baggio,,,john.baggio@primerica.com,,List Import
10908662,Inactive Investor,Robert Murphy,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,robert.murphy@opco.com,,Salesforce
11100067,Inactive Investor,Brad Carlson,,"Osaic Wealth, Inc. Central City NE 1620 28th St",,,Salesforce
10814893,Inactive Investor,Eric Swierski,,"VALIC Financial Advisors, Inc. Augusta GA 823 Broad St",eric.swierski@valic.com,,Salesforce
11166297,Inactive Investor,Nile Corso,,Citigroup Global Markets Inc.,nile.corso@citi.com,,Salesforce
9640535,,Peter Brown,,,peterb@andcoconsulting.com,,List import
11260239,Inactive Investor,Anthony Spinnichia,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11155916,Inactive Investor,Michael Lane,,State Farm VP Management Corp. Richardson TX 1415 State St,michaellane@statefarm.com,,Salesforce
11169766,Inactive Investor,Lisa Graves,,"Hazard & Siegel, Inc. Essex Junction VT 1 Towne Marketplace",lgraves@hazardsiegel.com,,Salesforce
10756912,Inactive Investor,Brian Snyder,Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,brian.snyder@morganstanley.com,,Salesforce
11061439,Inactive Investor,Ryan Beckham,Portfolio Manager;Research Analyst;Trading Assistant,"Telos Capital Management, Inc.",ryan@telosinc.com,,Salesforce
10806250,Inactive Investor,Kelly Johnston,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,kelly.duncan@fidelity.com,,Salesforce
11147766,Inactive Investor,Gavin Fee,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,gavin.fee@fmr.com,,Salesforce
11096433,Inactive Investor,Grace Chan,,Morgan Stanley,grace.chan@morganstanley.com,,Salesforce
10792029,Inactive Investor,Peter Kalogerakos,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,peter.kalogerakos@fidelity.com,,Salesforce
11012614,Inactive Investor,Taylor Currier,,The Huntington Investment Company Muskegon MI 622 Dykstra Rd,taylor.j.currier@huntington.com,,Salesforce
9624652,,Ben Davis,,,bhdavis68@gmail.com,,List import
10661579,,Benjamin Armstrong,,,ben@coniferbay.com,,List Import
10959574,Inactive Investor,Liam Studt,Financial Analyst,"Reed Financial Services, Inc.",liam@reed-financial.com,,Salesforce
10954397,Inactive Investor,Dylan Cole,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",dylan.j.cole@nm.com,,Salesforce
10783722,Inactive Investor,Carlos Moreira,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,carlos.moreira@fidelity.com,,Salesforce
11073627,Inactive Investor,Michael Graziano,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,michael.graziano@ms.com,,Salesforce
10960890,Inactive Investor,Bryan Herrera,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
337100,,James Raisides,Board Member And Managing Partner,Ta Realty Llc,jraisides@tarealty.com,617-476-2700,Manual List Upload
10906116,Inactive Investor,Jeffrey Gaeth,Financial Advisor,LPL Financial LLC Kansas City MO 10133 N Lane Dr,jeff.gaeth@lpl.com,,Salesforce
11074623,Inactive Investor,Calen Smerchek,Financial Advisor,LPL Financial LLC Kansas City MO 9800 NW Polo Dr,calen.smerchek@lpl.com,,Salesforce
9601122,,William Groom,,,wgroom@waldronpw.com,,List import
9548154,,Violet Clancy,,,violet.clancy@fidelity.com,,List import
10783493,Inactive Investor,John Krueger,First Vice President;Portfolio Manager,Wintrust Investments LLC Appleton WI 200 E Washington St,,,Salesforce
10935790,Inactive Investor,Steven Brown,,"Farmers Financial Solutions, LLC Downingtown PA 4349 W Lincoln Hwy",,,Salesforce
10913302,Inactive Investor,Mary Mulcrone,,LPL Financial LLC Elgin IL 1707 N Randall Rd,mary.mulcrone@lpl.com,,Salesforce
10644302,,Nicholas Anderson,,,nanderson@rwbaird.com,,List Import
9566635,,Scott Plathe,,,splathe@financialguide.com,,List import
11060381,Inactive Investor,Harry Stumpf,,LPL Financial LLC New Orleans LA 1100 Poydras St,harry.stumpf@lpl.com,,Salesforce
10918877,Inactive Investor,Robert Cline,,"Equitable Advisors, LLC Boerne TX 429 Horizon Crst",robert.cline@equitable.com,,Salesforce
10783397,Inactive Investor,Richard Napolitano,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,richard.a.napolitano@jpmorgan.com,,Salesforce
10845332,Inactive Investor,Roger Prenta,,"American Trust Investment Services, Inc. Chicago IL 230 W Monroe St",r.prenta@amtruinvest.com,,Salesforce
11187736,Inactive Investor,Raymond Donnelly,Financial Representative,Lincoln Investment Garden City NY Private Residence,rdonnelly@lincolninvestment.com,,Salesforce
2472639,,Chingey km Konyak,,,chingeykmkonyak@gmail.com,,
8768,,Michael Kearney,,[[Unknown]],khcsi@aol.com,,Database Upload
10756378,Inactive Investor,Patrisia Contreras-Vigil,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",patrisia.contreras-vigil@ml.com,,Salesforce
11039570,Inactive Investor,Jonathan Delo,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,,,Salesforce
10793244,Inactive Investor,William Turner,,NYLIFE Securities LLC Ponte Vedra Beach FL 232 Canal Blvd,weturner@ft.newyorklife.com,,Salesforce
10807544,Inactive Investor,John Ulwick,Financial Planner,Integrated Wealth Concepts LLC,,,Salesforce
11016664,Inactive Investor,William Nichols,Financial Advisor,"Principal Securities, Inc. Jacksonville FL 7077 Bonneval Rd",nichols.justin@principal.com,,Salesforce
11218957,,Lisa Benchaabane,,,lbenchaabane@edelmanfinancialengines.com,,Other
10968363,Inactive Investor,Srinidhi Nambirajan,,Vanguard Marketing Corporation,srinidhi_nambirajan@vanguard.com,,Salesforce
11158557,Inactive Investor,Christopher Osmond,Chief Compliance Officer;Chief Investment Officer,Centura Wealth Advisory,cosmond@centurawealth.com,,Salesforce
9582796,,Cortnie Hodder,,,cortnie.hodder@mutualsecurities.com,,List import
11121635,Inactive Investor,Michael Moore,Senior Vice President,LPL Financial LLC Scottsdale AZ 11333 N Scottsdale Rd,,,Salesforce
345572,,Angie Miller,"Director, Client Communication","Carsonallaria Wealth Management, Ltd.",angie.miller@carsonallaria.com,618-288-9505,Manual List Upload
338590,,William Farrell,Director,Wilmington Trust Investment Management,wfarrell@wilmingtontrust.com,302-651-8118,Manual List Upload
10869288,Inactive Investor,Jennifer Sokira,Owner;President;Wealth Advisor,Walt St WSIM Ltd Avon Lake OH 32473 Legacy Pointe Pkwy,,,Salesforce
10850895,Inactive Investor,Robert Hillard,Chief Executive Officer;Chief Financial Officer;President,"Arlington Securities, Inc. Bridgeton MO 13761 Saint Charles Rock Rd",bobhillard@arlingtonsecurities.us,,Salesforce
371665,,Tyler Myerd,,United States,myersdaddy2021@gmail.com,,Salesforce
10785241,Inactive Investor,Eric Weider,Branch Manager;Executive Director;Market Director,Morgan Stanley Kirkland WA 4000 Carillon Pt,eric.weider@ubs.com,,Salesforce
11000099,Inactive Investor,Nungkool Park,,J.P. Morgan Securities LLC Prospect Heights IL 2 E Euclid Ave,nk.park@chase.com,,Salesforce
230218,, -,,[[Unknown]],rebates@nelson-tel.net,,
10505106,,Arnold Parise,CPA CMA CFM,CPA CMA CFM,aparise@milwpc.com,2626579807,List Import
10876138,Inactive Investor,William Corporon,,NYLIFE Securities LLC Bella Vista AR 1801 Forest Hills Blvd,wcorporon@ft.newyorklife.com,,Salesforce
10957535,Inactive Investor,Paul Simons,Chief Executive Officer;Founder,"PUREfi Wealth, LLC",,,Salesforce
11035404,Inactive Investor,Isaac Lafleur,Financial Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",lafleur.isaac@principal.com,,Salesforce
10606090,,Nicholas Giannuzzi,"Founder, Manager, Managing Partner, Partner, Regulatory Contact",Humble Growth,nick@humblegrowth.com,212-220-1588,List Import
9638176,,Joel Rudin,,,joel@evhedge.com,,List import
11160797,Inactive Investor,Spencer Von Rueden,Client Service Associate,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,spencer.vonrueden@ubs.com,,Salesforce
10909313,Inactive Investor,George Stanley,,Morgan Stanley Boston MA 28 State St,,,Salesforce
10619361,,Joseph Kartheiser,,,joe.kartheiser@morganstanley.com,,List Import
10927050,Inactive Investor,Gregory Robinson,,"Allstate Financial Services, LLC Phenix City AL 914 14th St",gregrobinson@allstate.com,,Salesforce
11006307,Inactive Investor,David Fiske,Financial Advisor,Edward Jones Ellensburg WA 208 W 9th Ave,david.fiske@edwardjones.com,,Salesforce
11152009,Inactive Investor,Thomas Loughran,Registered Client Service Associate,Morgan Stanley New Orleans LA 1100 Poydras St,thomas.loughran@morganstanley.com,,Salesforce
9559694,,Michael Hochstetler,,,mhochstetler@focusfinancial.com,,List import
11118885,Inactive Investor,Travis Ramirez,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",tramirez@tiaa-cref.org,,Salesforce
10778279,Inactive Investor,Samantha Zecopoulos,Director,Morgan Stanley Columbia SC 1320 Main St,samantha.wood@morganstanley.com,,Salesforce
10854207,Inactive Investor,Philip Slive,Financial Advisor;Vice President,Morgan Stanley Boca Raton FL 4855 Technology Way,philip.slive@morganstanley.com,,Salesforce
9628560,,Jennny Zhen,,,jennyzhengusa@gmail.com,,List import
11139911,Inactive Investor,Kyle Vaughan,,"Kestra Investment Services, LLC New York NY 200 Park Ave",kyle.vaughan@nfp.com,,Salesforce
10948510,Inactive Investor,Dustin Hatcher,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,dustin.hatcher@fmr.com,,Salesforce
11099153,Inactive Investor,Kelvin Wong,Relationship Manager,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,kelvin.wong@morganstanley.com,,Salesforce
10949974,Inactive Investor,Thomas Hudson,Financial Consultant,LPL Financial LLC Sioux Falls SD 3500 S 1st Avenue Cir,thomas.hudson@lpl.com,,Salesforce
11034176,Inactive Investor,Keri Stanislawscyk,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",keri.stanislawscyk@nm.com,,Salesforce
11101875,Inactive Investor,Paul Magness,,NYLIFE Securities LLC Texarkana AR 300 N State Line Ave,pmagness@ft.newyorklife.com,,Salesforce
11062735,Inactive Investor,William Davidson,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,william.davidson@primerica.com,,Salesforce
10760741,Inactive Investor,Robert Covino,Managing Director;Market Director;Market Head,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,robert.covino@ubs.com,,Salesforce
11199919,Inactive Investor,Kent Davis,Financial Advisor;Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Reading PA 1350 Broadcasting Rd,kent.davis@morganstanley.com,,Salesforce
11205940,Inactive Investor,Nicole McCoy,,"Raymond James Financial Services, Inc. Huntersville NC 16810 Kenton Dr",nicole.mccoy@raymondjames.com,,Salesforce
11209636,Inactive Investor,Keith Weinman,,"Financial Gravity Family Office Services, LLC Loveland CO Private Residence",,,Salesforce
11195348,Inactive Investor,Leonarda Okpych,Financial Advisor;Financial Planning Specialist,Morgan Stanley Melville NY 58 S Service Rd,lena.okpych@morganstanley.com,,Salesforce
10761599,Inactive Investor,Eileen Boughton,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",eileen.wong@ml.com,,Salesforce
10941152,Inactive Investor,Zach Hatch,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
217313,,Patrick Gillespie,,[[Unknown]],phg999@gmail.com,,Direct
10984453,Inactive Investor,Dennis Bamburg,,"Allstate Financial Services, LLC Bossier City LA 1814 Jimmie Davis Hwy",dbamburg@allstate.com,,Salesforce
11062975,Inactive Investor,Brian Laraway,,LPL Financial LLC Youngstown OH 7620 Market St,,,Salesforce
9577342,,Phillip Onori,,,philonori@gmail.com,,List import
373814,,Crypto Lover,,[Unknown],cryptocurrencylover01@yahoo.com,,source
10789110,Inactive Investor,Stephen Elam,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",stephen.elam@raymondjames.com,,Salesforce
10793464,Inactive Investor,Rodney Ragsdale,,"First Heartland Capital, Inc. Saint Louis MO 12645 Olive Blvd",,,Salesforce
10919775,Inactive Investor,Kyong Peterson,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. El Paso TX 4503 N Mesa St",kyong.peterson@raymondjames.com,,Salesforce
10853278,Inactive Investor,William Niewoehner,Chief Compliance Officer;Corporate Secretary;Director;President;Treasurer,"WHN Investor Services, Inc. Brookfield WI 300 N Corporate Dr",william@whnadvisors.com,,Salesforce
11007759,Inactive Investor,Lori Defoe,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",lori.defoe@equitable.com,,Salesforce
9624395,,Nicolas Rejeili,,,nick@xinfin.org,,List import
9622795,,dicks dicks,,,dicks@dicks.com,,List import
9615098,,Mark Palomba,,,mark.d.palomba@gmail.com,,List import
11162806,Inactive Investor,Eugene Diamont,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",adam.diamont1@wellsfargoadvisors.com,,Salesforce
9614673,,David Vasquez,,,liana@yahoo.com,,List import
10538375,,Ayako Tsuru,,,atsuru@dkfreemanlaw.com,,Web Form Fillout
9545939,,Vivek Rao,,,v1vekr@yahoo.com,,List import
11180038,Inactive Investor,Rashard Cook,Financial Advisor,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,rashard.cook@lpl.com,,Salesforce
9594714,,Jeff Colln,,,vcfinancial@lpl.com,,List import
10919163,Inactive Investor,Mitchell Wang,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10971452,Inactive Investor,Curtis Kawasaki,Financial Planning Advisor,"Kawasaki Financial, LLC",,,Salesforce
11088305,Inactive Investor,Lydia Nimene,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",lydia_nimene@ml.com,,Salesforce
11025970,Inactive Investor,Jason Dreher,,"FBL Marketing Services, LLC Iola KS 807 N State St",jason.p.dreher@fbfs.com,,Salesforce
11180634,Inactive Investor,Anthony Pascucci,Regional Vice President,PFS Investments Inc. Conway SC 1207 Lakeside Dr,anthony.pascucci@primerica.com,,Salesforce
9540479,,Will Peets,,Passport Digital Network LP,will@passportcapital.com,,3rd Party Lead Gen
11147395,Inactive Investor,Zi Kai Zhu,,CIBC World Markets Corp.,,,Salesforce
10758908,Inactive Investor,Cherie Sturm,Senior Client Associate,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",cherie.sturm@wellsfargoadvisors.com,,Salesforce
11159981,Inactive Investor,Lauris Valtinson,Managing Member,Valtinson Bruner Financial Planning,,,Salesforce
10870886,Inactive Investor,Amanda Robinson,Member,Kuleana Capital Management LLC,,,Salesforce
9578057,,Mindy Mondaro,,,mondaro.mindy@principal.com,,List import
11042371,Inactive Investor,Milton Doremus,Financial Advisor,LPL Financial LLC Houston TX 14511 Old Katy Rd,milton.doremus@lpl.com,,Salesforce
11022777,Inactive Investor,Fumitaka Asaga,,Jefferies LLC,fasaga@jefferies.com,,Salesforce
10956391,Inactive Investor,Jacob Jelinek,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 1801 16th St",jacob.jelinek@ml.com,,Salesforce
10896436,Inactive Investor,David Brown,,Cetera Advisor Networks LLC Torrance CA 25500 Hawthorne Blvd,brownda@ceteranetworks.com,,Salesforce
11139405,Inactive Investor,Charlotte Harris,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11129445,Inactive Investor,Bryant Tchan,Financial Advisor;First Vice President;Investment Officer;Vice President - Investments,"Wells Fargo Clearing Services, LLC Alhambra CA 701 E Main St",bryant.tchan@wellsfargo.com,,Salesforce
341295,,Sumeet Nagar,Member,"Malabar Investments, Llc",snagar@malabarinvest.com,212-486-6670,Manual List Upload
221111,,Jason Vargovchik,,[Unknown],alpineskyranch@gmail.com,,Direct
10784980,Inactive Investor,Terri Bishop,Financial Advisor,Edward Jones Auburn NE 1310 Courthouse Ave,terri.bishop@edwardjones.com,,Salesforce
10619266,,Blake Kauffmann,,,blake.kauffmann@morganstanley.com,,List Import
11084415,Inactive Investor,Kevin Williams,,"Allen, Mooney & Barnes Brokerage Services, LLC Charleston SC 677 King St",kevin.williams@ambwealth.com,,Salesforce
352833,,Liz Steinbugler,Founder,Claremont Consulting Llc,liz@claremontconsultingllc.com,941-706-0796,Manual List Upload
10841753,Inactive Investor,Daniel Valenzuela,,LPL Financial LLC Boulder CO 1200 28th St,daniel.valenzuela@lpl.com,,Salesforce
10836517,Inactive Investor,James Talley,Financial Advisor,Edward Jones Des Moines IA 2703 Beaver Ave,jim.talley@edwardjones.com,,Salesforce
10989014,Inactive Investor,Claudia Restrepo,,PFS Investments Inc. Miami FL 7955 NW 12th St,claudiarestrepo@primerica.com,,Salesforce
11040677,Inactive Investor,David Bolton,,Park Avenue Securities LLC Irvine CA 2875 Michelle,david_bolton@glic.com,,Salesforce
10819846,Inactive Investor,Todd Kimball,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
336687,,Meredith Fossett,Digital Media Strategist,Strategic Advisers Llc,mfossett@strategicadvisersllc.com,617-563-7000,Manual List Upload
11154171,Inactive Investor,Kaitlyn Senn,,"Osaic FA, Inc. Madison WI 406 Science Dr",,,Salesforce
10998293,Inactive Investor,Haroon Sattari,Client Manager;Vice President,"City National Securities, Inc. Walnut Creek CA 2001 N Main St",haroon.sattari@cnb.com,,Salesforce
10941073,Inactive Investor,Caleb Pene,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,caleb.pene@fidelity.com,,Salesforce
9597770,,Kelly Fischer,,,kfischer@wealthenhancement.com,,List import
11134790,Inactive Investor,Salvatore Gianfortune,,"Wells Fargo Clearing Services, LLC Golden CO 6330 McIntyre Pkwy",,,Salesforce
11154910,Inactive Investor,Ariana Wiley,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,arianawiley@primerica.com,,Salesforce
84321,,Jessica Dabbs,Chief Compliance Officer,Ashworth Sullivan Wealth Advisors Llc,jessica@ashworthsullivan.com,770-771-5812,
11153737,Inactive Investor,Hunter Embury,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9557444,,Candy Moore,,,moorecx@gmail.com,,List import
10644863,,Samuel Tinaglia,,,stinaglia@williamblair.com,,List Import
10939977,Inactive Investor,Sandy Scrubb,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9645478,,David Meehan,,,dmeehan@maplestreetcap.com,,List import
10611205,,Kurt Wischow,Financial Advisor,,kurt.e.wischow@ampf.com,,List Import
11119394,Inactive Investor,William Willson,Financial Professional,Money Concepts Capital Corp Reno NV Private Residence,,,Salesforce
11255393,Inactive Investor,Danielle Cain,Associate Wealth Manager,360 Financial Elk River MN 510 Freeport Ave NW,dcain@360financial.net,,Salesforce
10777171,Inactive Investor,John Reuter,Financial Advisor,"Raymond James & Associates, Inc. Indianapolis IN 241 N Pennsylvania St",jack.reuter@raymondjames.com,,Salesforce
11037047,Inactive Investor,Adeline Larsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9578089,,David Berkowitz,,,david.berkowitz@lfg.com,,List import
10919468,Inactive Investor,Mark Simmons,Chief Compliance Officer;President,"Simmons Asset Management, LLC",mark@simmonsstrategy.com,,Salesforce
10937583,Inactive Investor,Keith Wren,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,kwren@gwnsecurities.com,,Salesforce
9628945,,Barbara Sassen,,,barbara.sassen@53.com,,List import
10908827,Inactive Investor,Jeffrey Casey,Financial Advisor,SageSpring Wealth Partners Omaha NE 15808 W Dodge Rd,jeffrey.casey@sagespring.com,,Salesforce
11189498,Inactive Investor,Subha Shankar,,"U.S. Bancorp Investments, Inc. Brookfield WI 205 N Moorland Rd",subha.shankar@usbank.com,,Salesforce
11106730,Inactive Investor,Justin Bernier,,Integrated Advisors Network LLC Hartford CT 185 Asylum St,,,Salesforce
11048934,Inactive Investor,Darryl Duerbusch,Chief Compliance Officer;Chief Executive Officer;Independent Advisor,"Global Financial Planning Group, LLC",darryl@gfpgroup.com,,Salesforce
10813625,Inactive Investor,Nathan Lindeman,Financial Advisor,Edward Jones Rocky Mount NC 3679 N Halifax Rd,nathan.lindeman@edwardjones.com,,Salesforce
10997331,Inactive Investor,Celestina Mclaughlin,Associate,"U.S. Bancorp Investments, Inc. Oak Park IL 6729 North Ave",,,Salesforce
10838794,Inactive Investor,Timothy Foley,,"MML Investors Services, LLC Springfield OH 1127 E Home Rd",tfoley@massmutual.com,,Salesforce
10856726,Inactive Investor,Walter Woodrick,Financial Advisor,LPL Financial LLC Port Saint Joe FL Private Residence,walter.woodrick@lpl.com,,Salesforce
10915018,Inactive Investor,John Malley,,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",johnmalley@financialguide.com,,Salesforce
9595424,,Richard Godfrey,,,richard.godfrey@stewardpartners.com,,List import
9641650,,Ted Farrell,,,ted.farrell@gardacp.com,,List import
10924732,Inactive Investor,Lloyd Galbraith,,"Osaic Wealth, Inc. Edmonds WA 300 Admiral Way",,,Salesforce
10912457,Inactive Investor,Ryan Toronto,Financial Advisor,LPL Financial LLC Tempe AZ 1270 E Broadway Rd,ryan.toronto@lpl.com,,Salesforce
9598905,,B Kourva,,,bskourva@gmail.com,,List import
336352,,John Francini,Director,Northeast Investment Management Inc,jfrancini@northeastinvest.com,617-523-3588,Manual List Upload
11120315,Inactive Investor,Jessica Contreras,,J.P. Morgan Securities LLC Newport Beach CA 1000 Irvine Ave,jessica.contreras@jpmorgan.com,,Salesforce
11211669,Inactive Investor,Leonid Khirich,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",leonid.khirich@prudential.com,,Salesforce
10646214,,Nicholas Breen,,,nic.breen@morganstanley.com,,List Import
10892636,Inactive Investor,Brian Redican,Chief Compliance Officer;Managing Member,Courseview Capital LLC,,,Salesforce
9622277,,Erika Frick,,,erika.awakening@gmail.com,,List import
11179703,Inactive Investor,Andrew Lakers,,Edward Jones Manchester MO Private Residence,andy.lakers@edwardjones.com,,Salesforce
10979538,Inactive Investor,Joseph Zappia,Executive Vice President;Financial Advisor,"Venn Wealth & Benefit Services, LLC",,,Salesforce
9549042,,Stephen Liou,,,stephen.liou@mlp.com,,List import
332982,,Ryan Lange,,S&P Global,ryan.lange@spglobal.com,,
9571495,,Daniel Devlin,,,ddevl@comcast.net,,List import
10912124,Inactive Investor,Juan-Carlos Sapien,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",juan-carlos.sapien@ml.com,,Salesforce
11160925,Inactive Investor,Jeffery Keller,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Johnson City TN 206 Princeton Rd",jeff.keller@ml.com,,Salesforce
11197173,Inactive Investor,Mark Averell,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",mark.averell@wellsfargo.com,,Salesforce
9620410,,DANIEL LE,,,daniel@lecpa.us,,List import
10827094,Inactive Investor,Gary Grigsby,Chief Compliance Officer;President,AW Securities,,,Salesforce
10914703,Inactive Investor,Jacob Erdman,,Evercore Group L.L.C.,,,Salesforce
207337,,Shelby Russell,Vice President And Chief Compliance Officer,The Advisors Group,shelby@theadvisorsgroup.net,806-794-3848,Manual List Upload
11008333,Inactive Investor,Ronald Randall,,"U.S. Brokerage, Inc.",,,Salesforce
11205383,Inactive Investor,Altynay Kosherbek,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,,,Salesforce
10862093,Inactive Investor,Silvia Rodriguez-Coda,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morristown NJ 188 South St",,,Salesforce
10617438,,Anja Gribhofer-Decker,,,anja.decker@edwardjones.com,,List Import
9610773,,frank wagman,,,wagmanpi@comcast.net,,List import
11148545,Inactive Investor,Mitchell Maurer,Retirement Planning Specialist,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",mitchell.maurer@equitable.com,,Salesforce
9628310,,erengul rose bizova,,,rose@carbonmarketexchange.com,,List import
10874666,Inactive Investor,Andrew Barnes,,"Avantax Investment Services, Inc. Bartlesville OK 3615 Pioneer",,,Salesforce
11052736,Inactive Investor,Travis Tsukayama,Director;Financial Planner;Owner;Regulatory Contact,"Andrews Advisory Associates, LLC",travis@andrewsllc.com,,Salesforce
10830340,Inactive Investor,Brian Coughlin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 9921 Dupont Cir Dr W",brian_coughlin@ml.com,,Salesforce
11097380,Inactive Investor,Sean Doherty,,LPL Financial LLC San Diego CA 4707 Executive Dr,sean.doherty@lpl.com,,Salesforce
10873797,Inactive Investor,Jonathan Lowry,Financial Advisor,LPL Financial LLC Kalispell MT 2602 US Hwy 2 E,jonathan.lowry@lpl.com,,Salesforce
11177581,Inactive Investor,Conor Malone,First Vice President;Retirement Benefits Consultant;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",conor.malone@ml.com,,Salesforce
228907,, -,,[[Unknown]],hlb40@georgetown.edu,,Organic Search
240407,,Steve Hayes,,[Unknown],shayes32@cinci.rr.com,,Direct
10904019,Inactive Investor,Artur Bukatar,Regional Leader,PFS Investments Inc. Roseville CA 1200 Melody Ln,artur.bukatar@primerica.com,,Salesforce
11176835,Inactive Investor,Beverly Brodie,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",beverly.brodie@schwab.com,,Salesforce
9584402,,Tal Azuri,,,talazuri@gmail.com,,List import
9564504,,Margaret Coleman,,,peggy.coleman@hancockwhitney.com,,List import
9554354,,Fjsbh Ddf,,,dhdhdhhd@gmail.com,,List import
11145407,Inactive Investor,Christopher Zinn,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",christopher.zinn@usbank.com,,Salesforce
10753244,Inactive Investor,Michael Rosenmayer,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,michael.rosenmayer@opco.com,,Salesforce
10976698,Inactive Investor,Juan Garza,,"Sanford C. Bernstein & Co., LLC Stamford CT 290 Harbor Dr",juan.garza@bernstein.com,,Salesforce
10858300,Inactive Investor,Frank Carrasco,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,franco.carrasco@ubs.com,,Salesforce
11125597,Inactive Investor,Chad Parker,,"Raymond James Financial Services, Inc. Chico CA 250 Vallombrosa Ave",chad.parker@raymondjames.com,,Salesforce
11025076,Inactive Investor,Daniel Hesch,Registered Client Associate,"Wells Fargo Clearing Services, LLC Indianapolis IN 300 N Meridian St",,,Salesforce
9553038,,Blake Darling,,,blakerdarling@gmail.com,,List import
9541285,,Richard Harris,,,richard@syndev.oc.za,,List import
7090549,,Vyankatesh Deshpande,,,dnachiket45@gmail.com,,Web Form Fillout
11127104,Inactive Investor,Steven Lepage,,"Cambridge Investment Research, Inc. Belchertown MA 37 Main St",,,Salesforce
10827258,Inactive Investor,Timothy Gottschalk,,J.P. Morgan Securities LLC Pasadena CA 860 E Colorado Blvd,tim.gottschalk@jpmorgan.com,,Salesforce
11127058,Inactive Investor,Phatsada Sengsourinha,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",pat.sengsourinha@ml.com,,Salesforce
11022192,Inactive Investor,James Roberson,Financial Advisor,Edward Jones Santa Rosa Beach FL 141 Mack Bayou Loop,james.roberson@edwardjones.com,,Salesforce
11175481,Inactive Investor,Anthony Costa,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Fairfield NJ 350 Passaic Ave",anthony.piocosta@ampf.com,,Salesforce
10810011,Inactive Investor,Issis Rojas,Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,issis.rojas@morganstanley.com,,Salesforce
11175156,Inactive Investor,Joshua Boyle,Financial Consultant,Stephens Winston Salem NC 101 S Stratford Rd,josh.boyle@stephens.com,,Salesforce
10887428,Inactive Investor,Daniel Butler,,"Farmers Financial Solutions, LLC Sacramento CA 4136 E Commerce Way",dbutler@farmersagent.com,,Salesforce
10854257,Inactive Investor,Justin Paden,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Gig Harbor WA 7101 Stinson Ave",justin.paden@usbank.com,,Salesforce
6036108,,Bee Yang,,,beezy13yang@gmail.com,,Web Form Fillout
10657386,,Michael Chance,,,michael.b.chance@chase.com,,List Import
10761658,Inactive Investor,Maria McKenzie,,Morgan Stanley Miami FL 200 S Biscayne Blvd,maria.mckenzie@morganstanley.com,,Salesforce
10798047,Inactive Investor,Richard Wright,Financial Advisor;Resident Manager;Vice President,Morgan Stanley Destin FL 4458 Legendary Dr,richard.wright@morganstanley.com,,Salesforce
11045065,Inactive Investor,Zachary Schear,,"Farmers Financial Solutions, LLC",,,Salesforce
241580,,James Giordano,,[Unknown],jagiordano1962@gmail.com,,
9556956,,Julio Blanco,,,jcblanco@financialguide.com,,List import
11083011,Inactive Investor,Barry Wayne,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,barry.wayne@fmr.com,,Salesforce
9615676,,Graham English,,,grahammgongo@yahoo.com,,List import
656,,,,,sammyw8080@sapo.pt,,
10813400,Inactive Investor,Jeffrey Karitis,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newburgh NY Private Residence,jeffrey.karitis@ubs.com,,Salesforce
11178328,Inactive Investor,Charles Pratt,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,charles.pratt@primerica.com,,Salesforce
9575153,,Randol Wilke,,,randol.wilke@usaa.com,,List import
201654,,tom question,,[Unknown],salesjet@gmail.com,,Organic Search
11209841,Inactive Investor,Owen Fay,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,owen.fay@jpmorgan.com,,Salesforce
9550912,,Chris Leung,,,info@audioexotics.com,,List import
9589130,,joshua lelchook,,,joshua.a.lelchook@ampf.com,,List import
10894763,Inactive Investor,Sergio Perkovic,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9602198,,Laura Powers,,,lpowers@investstrategic.com,,List import
11009584,Inactive Investor,Jason Moss,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,jmoss@primerica.com,,Salesforce
10947328,Inactive Investor,Shelly Thigpen,,"Cambridge Investment Research, Inc. Hickory NC 1155 Southgate Corporate Park SW",,,Salesforce
10910093,Inactive Investor,Andreas Nydal,Wealth Advisor,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",andreas.nydal@nm.com,,Salesforce
10971985,Inactive Investor,Tammy Dennis,Financial Advisor,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",tammy.dennis@prudential.com,,Salesforce
11192575,Inactive Investor,Cathy Beffa,,"Wells Fargo Clearing Services, LLC",cathy.beffa@wellsfargoadvisors.com,,Salesforce
10859178,Inactive Investor,Aaron Deming,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10859972,Inactive Investor,Charles Rapp,Financial Advisor,LPL Financial LLC Moberly MO 205 W Reed St,dean.rapp@lpl.com,,Salesforce
9589181,,Rico Panzardi,,,rpanzardi@yahoo.com,,List import
11142319,Inactive Investor,Christopher Dillon,,Cetera Financial Specialists LLC Edgewater MD 2979 Solomons Island Rd,christopher.dillon@ceterafs.com,,Salesforce
11118577,Inactive Investor,Leon Buboltz,,PFS Investments Inc. Burnsville MN 900 W 128th St,leon.buboltz@primerica.com,,Salesforce
11153257,Inactive Investor,Quintin Thompson,Financial Advisor,Edward Jones Plainview TX 2101 W 5th St,chase.thompson@edwardjones.com,,Salesforce
10983768,Inactive Investor,Tyler Tiesing,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
10834222,Inactive Investor,David Pierce,,"Osaic Institutions, Inc. Wilmington NC 3605 Oleander Dr",dpierce@infinexgroup.com,,Salesforce
11041643,Inactive Investor,Heather Brown,,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,heather.a.brown@ubs.com,,Salesforce
10948411,Inactive Investor,Nicholas Green,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",nicholas.green@nm.com,,Salesforce
11178132,Inactive Investor,Hong He,,"Transamerica Financial Advisors, Inc Las Vegas NV 4974 S Rainbow Blvd",hong.he@tfaconnect.com,,Salesforce
11156696,Inactive Investor,Alex Pidhorodeckyj,First Vice President,Morgan Stanley,alex.pidhorodeckyj@morganstanley.com,,Salesforce
10943988,Inactive Investor,Daniel Morton,,"Parkland Securities, LLC Marlton NJ Private Residence",,,Salesforce
11083455,Inactive Investor,Marc Mainelli,,CIBC World Markets Corp.,,,Salesforce
10958428,Inactive Investor,Hye Kim,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 13010 NE 20th St",paulina.kim@tfaconnect.com,,Salesforce
11182690,Inactive Investor,Rodney Smith,,PFS Investments Inc. Ashburn VA 44679 Endicott Dr,rodney.smith@primerica.com,,Salesforce
11168141,Inactive Investor,Robert Konsig,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",bob.konsig@rbc.com,,Salesforce
10791770,Inactive Investor,Stacey Wildberger,Senior Client Associate,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",stacey.wildberger@wellsfargoadvisors.com,,Salesforce
11167458,Inactive Investor,Alexandro Arista,,Snowden Account Services LLC San Diego CA 750 B St,aarista@snowdenlane.com,,Salesforce
103100,,Wei Liang,,NA,weiliangfung@gmail.com,,
11016697,Inactive Investor,Gregory Schmitt,,"Principal Securities, Inc. San Diego CA 4370 La Jolla Village Dr",schmitt.greg@principal.com,,Salesforce
9630579,,Emerick Patterson,,,emerickpatterson@gmail.com,,List import
11033410,Inactive Investor,Stanley Majkrzak,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC",stanley.majkrzak@mai.capital,,Salesforce
11042944,Inactive Investor,Lisa Skeldon,,"Avantax Investment Services, Inc. Corona CA 1450 W 6th St",,,Salesforce
10838208,Inactive Investor,Jimmy Cooper,Regional Vice President,PFS Investments Inc. Cedar Park TX 1320 Arrow Point Dr,jimmy.cooper@primerica.com,,Salesforce
10962272,Inactive Investor,Justin Hughes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11168049,Inactive Investor,Michael Stacey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10945003,Inactive Investor,Sanelisiwe Moyo,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sanelisiwe.moyo@jpmorgan.com,,Salesforce
9639717,,Stuart Kingham,,,skingham@challenger.com.au,,List import
11220219,,Evan Goldfuss,,,egoldfuss@savantwealth.com,,Other
11163415,Inactive Investor,Phillip Fitzsimmons,,"Hennion & Walsh, Inc.",pfitzsimmons@hennionandwalsh.com,,Salesforce
10963493,Inactive Investor,Beatriz Jones Casoria,,"Wells Fargo Clearing Services, LLC Suwanee GA 4205 Johns Creek Pkwy",beatrice.a.jones@wellsfargo.com,,Salesforce
10839467,Inactive Investor,Alan Bazaar,Chief Executive Officer;Co-Chairman;Partner;Regulatory Contact,Hollow Brook Wealth Management LLC,abazaar@hbwmllc.com,,Salesforce
10953100,Inactive Investor,Victoria Labonte,,Fidelity Brokerage Services LLC,,,Salesforce
10892148,Inactive Investor,Crystal Zarate,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
219008,,Jeff Allis,,[Unknown],jeff.allis@yahoo.com,,Direct
10958727,Inactive Investor,Patricia Hall,Chief Financial Officer,In Touch Financial Services Oakland CA 6465 San Pablo Ave,,,Salesforce
11048656,Inactive Investor,David Chin,,"International Assets Advisory, LLC New York NY 14 Wall St",dchin@iaac.com,,Salesforce
10876088,Inactive Investor,Matthew Bush,Financial Advisor,Morgan Stanley Appleton WI 4545 W College Ave,matthew.bush@morganstanley.com,,Salesforce
10892781,Inactive Investor,Yit Rou Lai,,Fidelity Brokerage Services LLC,,,Salesforce
10644356,,Amer Karahmet,,,amer.karahmet@chase.com,,List Import
11166943,Inactive Investor,Mary Lauritano,Financial Advisor,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,mary.lauritano@ubs.com,,Salesforce
11092967,Inactive Investor,Leslie Cornette,,Money Concepts Capital Corp Beaver Dam KY 1319 N Main St,lcornette@moneyconcepts.com,,Salesforce
9582534,,Amit Bhalla,,,amitbhalla85@yahoo.com,,List import
11075719,Inactive Investor,Andrew Koch,,J.P. Morgan Securities LLC Little Rock AR 12900 Chenal Pkwy,andrew.koch@jpmorgan.com,,Salesforce
166990,,poll penn,,[Unknown],pspenano@outlook.com,,Organic Search
11225027,,Kaya Uluç,,,kiler305@gmail.com,,Web Form Fillout
9575973,,Kyler Harder,,,kharder@massmutual.com,,List import
9585549,,Ryan Franklin,,,ryan.franklin@mossadams.com,,List import
10940418,Inactive Investor,Neelum Choudhry,,"Wells Fargo Clearing Services, LLC Acworth GA 1795 Mars Hill Rd NW",neelum.choudhry@wellsfargo.com,,Salesforce
10968779,Inactive Investor,Eric Rodriguez,,HSBC Securities (USA) Inc.,,,Salesforce
2552248,,Rene Pierre Sollano,,[Unknown],rpsollano@pierrefundmanagement.com,,
9628639,,William Mougayar,,,wmougayar@gmail.com,,List import
10645066,,Adam Gifford,,,agifford@lincolninternational.com,,List Import
9552779,,meiti kash,,,mehditehransar1361@gmail.com,,List import
232059,, -,,[[Unknown]],mmabubakargondal@gmail.com,,Paid Search
10464603,,ashraf mohamed abdel gawad,,,ashrafmag44@gmail.com,,Web Form Fillout
349570,,Shelley Rench,Secretary,Relevance Capital Management,shelley@relevancecm.com,940-387-7526,Manual List Upload
116977,,Brent Ancell,,"Principal Securities, Inc.",ancell.brent@principal.com,515-247-0601,
10978882,Inactive Investor,Justin Heim,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,,,Salesforce
10803590,Inactive Investor,Devangee Shah,Senior Client Associate,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",devangi.shah@wellsfargoadvisors.com,,Salesforce
10754040,Inactive Investor,Maria Whittle,Senior Registered Associate,Morgan Stanley Redding CA 310 Hemsted Dr,maria.whittle@morganstanley.com,,Salesforce
10970794,Inactive Investor,Alexander King,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10855499,Inactive Investor,Richard Courter,,State Farm VP Management Corp. Blacklick OH 6751 Taylor Rd,richardcourter@statefarm.com,,Salesforce
10923864,Inactive Investor,Teresa Fukumoto-Beebe,,Edward Jones Scottsdale AZ 18700 N Hayden Rd,teresa.fukumotobeebe@edwardjones.com,,Salesforce
11021705,Inactive Investor,Jacqueline Crume,,"Osaic Institutions, Inc.",jcrume@infinexgroup.com,,Salesforce
10989019,Inactive Investor,Jennifer Thein,,"OneAmerica Securities, Inc. Dayton OH 8535 N Dixie Dr",,,Salesforce
11098419,Inactive Investor,Rachel Long,Financial Advisor,"Hantz Financial Services, Inc. Maumee OH 1540 Holland Rd",rachel.long@hantzgroup.com,,Salesforce
358,,,,,rpfenn34@bol.com.br,,
10930325,Inactive Investor,Michael Nichols,Financial Advisor,"IFP Securities, LLC Granger IN 12400 Bittersweet Commons Blvd W",,,Salesforce
10950969,Inactive Investor,Sheldon Drake,,"Osaic Wealth, Inc. Chesterfield VA 8107 Sidlaw Hills Ter",,,Salesforce
11203524,Inactive Investor,Kelli Lyons-Stevens,,"American Portfolios Financial Services, Inc. Bala Cynwyd PA 1 Bala Plz",,,Salesforce
9548283,,Roger Assa,,,blockchaincontinental@gmail.com,,List import
10644801,,Warner Brown,,,wbrown@farmersagent.com,,List Import
10931785,Inactive Investor,Nicholas Kloster,Financial Advisor,LPL Financial LLC Rockford IL 6833 Stalter Dr,nick.kloster@lpl.com,,Salesforce
11047783,Inactive Investor,Kent Carlson,,"Osaic Wealth, Inc. Central City NE 403 G St",,,Salesforce
10898652,Inactive Investor,Pamela Spagnoli,,Neuberger Berman BD LLC,,,Salesforce
10880750,Inactive Investor,Megan Dobyns,Financial Advisor,Edward Jones Reno NV 6135 Lakeside Dr,megan.esquivel@edwardjones.com,,Salesforce
9635546,,Kevin Vanderbilt,,,kvanderbilt@braun-bostich.com,,List import
122737,,Ruediger Adolf,"Founder, CEO, Chairman",Bartlett & Co. Wealth Management Llc,radolf@focuspartners.com,847-513-6300,Manual List Upload
11024433,Inactive Investor,Elizabeth Hrubala,,"Raymond James Financial Services, Inc. Spartanburg SC 101 W Saint John St",beth.hrubala@raymondjames.com,,Salesforce
10647535,,James Liddy,,,jliddy@alvistawealth.com,,List Import
10853739,Inactive Investor,Eric Geyer,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 4705 S Apopka Vineland Rd",eric.r.geyer@ml.com,,Salesforce
10879654,Inactive Investor,Joel Castor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joel.castor@fidelity.com,,Salesforce
11195748,Inactive Investor,Jonathan Larocca,Wealth Management Advisor,LPL Financial LLC Brevard NC 29 W French Broad St,jonathan.larocca@lpl.com,,Salesforce
10872653,Inactive Investor,John Hearne,Financial Advisor,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",john.hearne@raymondjames.com,,Salesforce
11190516,Inactive Investor,Marina Borden,Financial Consultant,"Charles Schwab & Co., Inc. Orlando FL 4848 S Apopka Vineland Rd",,,Salesforce
10841882,Inactive Investor,Kevin Smith,Financial Planner,LPL Financial LLC Jackson TN 1291 S Highland Ave,kevin.e.smith@lpl.com,,Salesforce
9553019,,JOSE G. DIAZ,,,joseggonzalezd@gmail.com,,List import
10955097,Inactive Investor,Amy Law,Associate,Edward Jones Seminole FL 8200 Bryan Dairy Rd,,,Salesforce
10756852,Inactive Investor,Thomas Ruiz,Financial Advisor;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,thomas.ruiz@ubs.com,,Salesforce
9542206,,Jed Synnestvedt,,,jasynnestvedt@wellington.com,,List import
11078075,Inactive Investor,Robert Loafman,Financial Advisor,Edward Jones Bryson City NC 147 Main St,robert.loafman@edwardjones.com,,Salesforce
10982368,Inactive Investor,Lindsey Buse,Investment Advisor,PNC Investments Skokie IL 3636 Touhy Ave,lindsey.buse@pnc.com,,Salesforce
9609808,,Shyam Sankaran,,,shyam_s89@yahoo.com,,List import
10939333,Inactive Investor,Ronald Hongo,,LPL Financial LLC Syracuse NY 312 S Main St,ronald.hongo@lpl.com,,Salesforce
344823,,Ron York,,Pinnacle Pension Consultants Llc,ryork@pinnacle-pension.com,857-302-4105,Manual List Upload
9610762,,?? ?,,,ojw5111@gmail.com,,List import
10762098,Inactive Investor,Jeffrey Leedy,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",jeffrey_leedy@ml.com,,Salesforce
11073968,Inactive Investor,Brannon Wilds,,"CreativeOne Securities, LLC Manhattan KS 3244 Gary Ave",bwilds@c1s.net,,Salesforce
11069472,Inactive Investor,Tuttie Fusco,,"Raymond James Financial Services, Inc. Towson MD 505 Baltimore Ave",,,Salesforce
11111777,Inactive Investor,Laurie Webb,,Fidelity Brokerage Services LLC,,,Salesforce
11115010,Inactive Investor,Malcolm Todd,,PFS Investments Inc. Naperville IL 25 S Washington St,malcolm.todd@primerica.com,,Salesforce
11187826,Inactive Investor,Sarah Bernard,,Edward Jones Cary NC Private Residence,sarah.shoobridge@edwardjones.com,,Salesforce
63624,,Dorothy Fuller,"Executive Representative, FINOP","Advanced Advisor Group, LLC",dorothyf@tsainvest.com,763-689-9023,
10809654,Inactive Investor,Martin Deluca,,"Avantax Investment Services, Inc. Garnet Valley PA 3220 Griggs Dr",,,Salesforce
11147540,Inactive Investor,Aakash Patel,Manager,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10646227,,Molly Schriber-Cushing,,,molly.schriber-cushing@morganstanley.com,,List Import
221469,,Marc Brown,,[Unknown],marc33@mac.com,,
10782397,Inactive Investor,Hubert Chang,,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,,,Salesforce
11071507,Inactive Investor,Tristan Papouyan,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",tristan.papouyan@tiaa.org,,Salesforce
9557308,,Brendan McMurtrie,,,bmcmurtrie@cusonet.com,,List import
10648314,,Matthew Karlson,,,matthew.karlson@fmr.com,,List Import
11085290,Inactive Investor,Jeffrey Allison,,"MML Investors Services, LLC Riverside RI 501 Wampanoag Trl",,,Salesforce
10904808,Inactive Investor,Kelly Clark,,Country Capital Management Company Cleveland GA 783 S Main St,kelly.clark311@countryfinancial.com,,Salesforce
11102303,Inactive Investor,Carl Anderson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",carl.r.anderson@ml.com,,Salesforce
10753286,Inactive Investor,Christopher Steel,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Mary FL 1025 Greenwood Blvd",christopher.s.steel@wellsfargoadvisors.com,,Salesforce
1004730,Inactive Investor,Lee Schneider,,Genesis Block,lee.laughs@gmail.com,,3rd Party Lead Gen
11146597,Inactive Investor,Clint Laviolette,,"Osaic Wealth, Inc. Lafayette LA 1007 Saint John St",,,Salesforce
216171,,Leslie Chan,,[Unknown],lesliechan@gmail.com,,Event
10950613,Inactive Investor,Russell Steele,,"Farmers Financial Solutions, LLC Stockton CA 1833 W March Ln",rsteele@farmersagent.com,,Salesforce
11234016,Inactive Investor,Javier Perez,,"Osaic Wealth, Inc. Pleasanton CA 6700 Koll Center Pkwy",,,Salesforce
11063213,Inactive Investor,Alva Smith,,NYLIFE Securities LLC Advance NC 157 Yadkin Valley Rd,alvasmith@ft.newyorklife.com,,Salesforce
10868503,Inactive Investor,Joseph Palmer,,"Allstate Financial Services, LLC",josephpalmer@allstate.com,,Salesforce
11138069,Inactive Investor,Daniel Molloy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11055171,Inactive Investor,Michael Norton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11131621,Inactive Investor,Timothy Tonn,Chief Investment Officer;Managing Member,"Cirrus Capital Management, LLC",timothytonn@cirruscapital.net,,Salesforce
11169492,Inactive Investor,Josue Cuellar,,J.P. Morgan Securities LLC Paramount CA 15359 Paramount Blvd,josue.cuellar@jpmorgan.com,,Salesforce
11069865,Inactive Investor,Nicholas Sullivan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10984337,Inactive Investor,Nathan Hartwig,,PNC Investments Taylor MI 22111 Ecorse Rd,nathan.hartwig@pnc.com,,Salesforce
202815,,Vernon Hall,,United States,vernhall7270@gmail.com,,source
91081,,Adnan Ahmad,,Pakistan,ahmadadnan999@gmail.com,,
10938009,Inactive Investor,Joseph Boulay,,"Mutual of Omaha Investor Services, Inc. Braintree MA 30 Braintree Hill Office Park",joseph.boulay@mutualofomaha.com,,Salesforce
10885386,Inactive Investor,Jeremiah Guinn,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10766712,Inactive Investor,Nicholas Salisbury,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,nick.salisbury@ubs.com,,Salesforce
10832355,Inactive Investor,Kenneth Higginbotham,,The O.N. Equity Sales Company Richboro PA 130 Almshouse Rd,kenneth_higginbotham@ohionational.com,,Salesforce
10836530,Inactive Investor,Gregory Whelan,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",gregory.whelan@ml.com,,Salesforce
11011335,Inactive Investor,Eric Wood,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,ewood@primerica.com,,Salesforce
10785350,Inactive Investor,Michael Smith,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indian Wells CA 74785 US Hwy 111",mike.k.smith@schwab.com,,Salesforce
10885465,Inactive Investor,Gloria Gomez Orourke,,Citigroup Global Markets Inc.,,,Salesforce
10766351,Inactive Investor,Karen Anderson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",karen_c_anderson@ml.com,,Salesforce
9574108,,Sander Doucette,,,sdoucette@hamilton.edu,,List import
10771315,Inactive Investor,Binh Huynh,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 7153 Martin Luther King Jr Way S",binh.t.huynh@ml.com,,Salesforce
11061864,Inactive Investor,Austin Peters,,Fidelity Brokerage Services LLC,,,Salesforce
10832196,Inactive Investor,Kenneth Epps,,"Parkland Securities, LLC Indian Trail NC 1014 Dunwoody Dr",roger.epps@parklandrep.com,,Salesforce
10775440,Inactive Investor,Steven Johnson,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",steven.johnson@equitable.com,,Salesforce
337128,,Geoffrey Dorment,General Counsel,"Octagon Credit Investors, Llc",gdorment@octagoncredit.com,212-400-8400,Manual List Upload
10784046,Inactive Investor,Lauren Gorsche,Complex Director;Managing Director,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,lauren.gorsche@ubs.com,,Salesforce
10959537,Inactive Investor,Nok Ching Lee,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,,,Salesforce
11077896,Inactive Investor,Raj Shekar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,raj_shekar@vanguard.com,,Salesforce
10915859,Inactive Investor,Julie Riley,Senior Client Service Associate,"Raymond James & Associates, Inc. Tavares FL 531 W Main St",,,Salesforce
9547873,,Mustafa Tr,,,tralgul@outlook.com,,List import
9635704,,Brandis Johnson,,,b.johnson@bridgeig.com,,List import
9604694,,Jasda Sarith,,,caocaradar@gmail.com,,List import
9639686,,Kalina Berova,,,kberova@omers.com,,List import
10930411,Inactive Investor,Marsha Cantrell,,"Osaic Wealth, Inc. Broken Arrow OK 4101 N Lions Pl",,,Salesforce
1001993,Inactive Investor,Cynthia Coslick,Chief Financial Officer,Thomas H. Lee Capital,ccoslick@thlcapital.com, +1 212 371 7200,
9570459,,Matthew Carter,,,matt.carter@voya.com,,List import
10980716,Inactive Investor,Sharon Morrison,Wealth Partner,TruNorth Wealth Partners Folsom CA 187 Blue Ravine Rd,sharon.morrison@trunorthwp.com,,Salesforce
10842730,Inactive Investor,Laura Rahlfs,Financial Consultant,LPL Financial LLC Houston TX 1200 Post Oak Blvd,laura.rahlfs@lpl.com,,Salesforce
10953056,Inactive Investor,Daniel Cabrera,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
11148572,Inactive Investor,Ryan Horner,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Omaha NE 13625 California St",ryan.d.horner@wellsfargoadvisors.com,,Salesforce
9647008,,Alexandra Katelyn,,,alexandra.maas@rbc.com,,List import
11209117,Inactive Investor,Gregory Phillips,Branch Manager;Chief Compliance Officer,Consolidated Planning Corporation,gphillips@cpcadvisors.com,,Salesforce
11039770,Inactive Investor,Amaris Ray,,PFS Investments Inc. Forest Hills NY 11835 Queens Blvd,amaris.ray@primerica.com,,Salesforce
11168589,Inactive Investor,Jay Rottner,Executive Director;Vice President;Wealth Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,jay.m.rottner@jpmorgan.com,,Salesforce
11217912,,Harrison Steiner,,,harrison.steiner@jpmorgan.com,,List Import
238917,,jerryrobertson1975@gmail.com Robertson,,United States,jerryrobertson1975@gmail.com,,
9621868,,Darin Soukup,,,dsoukup2089@gmail.com,,List import
10489526,,Scott Coombes,"Assistant Vice President, Supervision Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",scott.coombes@ml.com,,List Import
223443,,Richard Soo Hoo,Partner,Richard Soo Hoo CPA,richardsoohoocpa@gmail.com,,
11083197,Inactive Investor,Chelsea Spencer,,Cetera Investment Services LLC North Haven CT 127 Washington Ave,chelsea.spencer@ceterais.com,,Salesforce
106121,,Mohamed Alsaddik,,N/a,mohamadalsaddik@gmail.com,59653300,
11220240,,Denise Siafa,,,denise_siafa@vanguard.com,,Other
9570878,,Juan Martinez,,,me@therealjuanmartinez.com,,List import
9604058,,MATTHEW LEYBOLD,,,mleybold@gmail.com,,List import
10766008,Inactive Investor,Michael Burker,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.burker@morganstanley.com,,Salesforce
11166761,Inactive Investor,Kyle Moran,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,kyle.moran@fmr.com,,Salesforce
11101285,Inactive Investor,Naomi Hanson-Galema,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",naomi.hansongalema@cunamutual.com,,Salesforce
10855534,Inactive Investor,Lance Slaten,Financial Advisor,Edward Jones Longview TX 2393 H G Mosley Pkwy,lance.slaten@edwardjones.com,,Salesforce
10859075,Inactive Investor,Vladimir Fikhman,,"MML Investors Services, LLC Brooklyn NY 9920 4th Ave",vfikhman@financialguide.com,,Salesforce
10950563,Inactive Investor,John Dunleavy,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",john.dunleavy@prudential.com,,Salesforce
10981925,Inactive Investor,Ty Tirpak,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",ty.tirpak@ampf.com,,Salesforce
10963305,Inactive Investor,Nuceka Johnson,,PFS Investments Inc. Little Rock AR 10201 W Markham St,,,Salesforce
9597074,,Nicholas Dewsnap,,,ndewsnap@churchillmanagement.com,,List import
11044115,Inactive Investor,Jorge Garcia,Advisor;Senior Vice President,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,jgarcia@rockco.com,,Salesforce
10999644,Inactive Investor,Andrew Gilbert,,PNC Investments Rockville MD 14945 Shady Grove Rd,andrew.gilbert@pnc.com,,Salesforce
10976641,Inactive Investor,Samuel Bowers,,State Farm VP Management Corp. Sulphur LA 1490 E Napoleon St,samuelbowers@statefarm.com,,Salesforce
11173070,Inactive Investor,Jose Maymo,,Emerson Equity LLC,jmaymo@emersonequity.com,,Salesforce
9578267,,Kimia Steed,,,ksteed@ayco.com,,List import
10932437,Inactive Investor,Steven Fenyves,,"Osaic Wealth, Inc. Boca Raton FL 5255 N Federal Hwy",,,Salesforce
11200726,Inactive Investor,Adam Beck,,"Woodmen Financial Services, Inc. Florence AL 2114 Helton Dr",abeck@woodmen.org,,Salesforce
11164861,Inactive Investor,Iran Harvell,,"HighTower Securities, LLC",iharvell@hightoweradvisors.com,,Salesforce
11094181,Inactive Investor,Rogelio Larios,,PFS Investments Inc. Santa Clarita CA 21080 Centre Pointe Pkwy,rogelio.larios@primerica.com,,Salesforce
10784226,Inactive Investor,Lewis Blalock,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",wade.blalock@truist.com,,Salesforce
11131585,Inactive Investor,Danita Rose,Chief Financial Officer;Executive Vice President;Investment Advisor Representative,A-Team Financial Investments,,,Salesforce
10985318,Inactive Investor,Ronan Carroll,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11158260,Inactive Investor,Michael Blankenbecler,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
9580815,,Rafael Carmona,,,rafacarmona@gmail.com,,List import
11063171,Inactive Investor,Jeffrey Jones,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,"Foothills Advisors, LLC",,,Salesforce
10991915,Inactive Investor,Jacqueline Rivera,,"CNR Securities, LLC",jacqueline.rivera@cnr.com,,Salesforce
10487116,,Jenna Hill,Financial Professional,"Equitable Advisors, LLC",jenna.hill@equitable.com,,List Import
9575484,,Ala Haddad -,,,alarhaddad@gmail.com,,List import
10886560,Inactive Investor,Joseph Cortez,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,joseph.cortez@jpmorgan.com,,Salesforce
371808,,Mehrnaz Abbassi,,Canada,mehrnaz.axale01@yahoo.com,,Salesforce
203173,,Steffen M. Kuindersma,,Flyer Print,stef@flyerprint.nl,651525298,
11140903,Inactive Investor,Alec Jurczynski,Financial Solutions Advisor;Retirement Education Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",alec.jurczynski@ml.com,,Salesforce
10862266,Inactive Investor,Crystal Hebert,Accounting Manager;Analyst;Chief Operations Officer;Portfolio Manager;Trader,Haven Wealth Group,,,Salesforce
11181392,Inactive Investor,Chester Geveda,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",gevedac@stifel.com,,Salesforce
10962215,Inactive Investor,Huong Vo,Financial Professional,LPL Financial LLC Austin TX 9500 Arboretum Blvd,huong.vo@lpl.com,,Salesforce
349863,,Paul Fousek,Managing Member,Horizon Wealth Management,paul.fousek@lpl.com,708-352-4300,Manual List Upload
1005579,Inactive Investor,Ralph C Shive,,TBD,shive75smu@gmail.com,5742296692,
10986718,Inactive Investor,Connor Gallivan,,"NewEdge Securities, Inc. Boston MA 131 Dartmouth St",,,Salesforce
10784175,Inactive Investor,Tracy Montgomery,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",tracy_montgomery@ml.com,,Salesforce
10961593,Inactive Investor,Brian Webb,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11129192,Inactive Investor,Dane Secoy,Relationship Manager,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",secoy.dane@principal.com,,Salesforce
10966116,Inactive Investor,Sue Lee,,J.P. Morgan Securities LLC Boston MA 160 Federal St,sue.lee@jpmorgan.com,,Salesforce
10819783,Inactive Investor,Michael Cohen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",michael.cohen2@ml.com,,Salesforce
10977160,Inactive Investor,Carolyn Boatwright,,"Wells Fargo Clearing Services, LLC Brookhaven GA 2725 Clairmont Rd NE",carolyn.boatwright@wellsfargo.com,,Salesforce
10964310,Inactive Investor,John Walker,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9586930,,Jenifer Blum,"Chief Compliance Officer, Legal Counsel",Strategic Wealth Planning,jblum@awealthplan.com,,List import
11065391,Inactive Investor,Julie Johnson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",julie.johnson@tfaconnect.com,,Salesforce
11017470,Inactive Investor,Philip Browning,Client Support Associate;Operations Specialist,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",,,Salesforce
11060693,Inactive Investor,Joel Berkovitz,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,jberkovitz@ft.newyorklife.com,,Salesforce
10778652,Inactive Investor,Jonathan Simpson,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,jonathan.simpson@chase.com,,Salesforce
10979139,Inactive Investor,Jammie Den Hoed,,Cetera Investment Services LLC Sioux Falls SD 500 S Minnesota Ave,jammie.hoed@ceterais.com,,Salesforce
10863000,Inactive Investor,Mason Bertrand,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,mason.bertrand@fmr.com,,Salesforce
11022071,Inactive Investor,Mathew Henderson,,J.P. Morgan Securities LLC Eugene OR 3333 W 11th Ave,mathew.henderson@jpmorgan.com,,Salesforce
9564131,,sangwon yoo,,,fbtkddnjs123@gmail.com,,List import
10827418,Inactive Investor,Gary Hager,,"Osaic FA, Inc. Red Bank NJ 125 Half Mile Rd",gary.hager@lfg.com,,Salesforce
11047642,Inactive Investor,Karl Holzhueter,Owner;Senior Partner,ClearView Investments,karl@cvfadvisor.com,,Salesforce
10814574,Inactive Investor,Kevin Reardon,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;President;Retirement Planner,"Shakespeare Wealth Management, LLC",kevin@shakespearewm.com,,Salesforce
10881603,Inactive Investor,Robert Hageman,Financial Advisor,Edward Jones Fort Mitchell KY 2366 Grandview Dr,rob.hageman@edwardjones.com,,Salesforce
10901817,Inactive Investor,Emily Kurczyk,Client Associate,UBS Financial Services Inc. Vero Beach FL 1701 Florida A1A,emily.kurczyk@ubs.com,,Salesforce
9560788,,Erin Stoecker,,,estoecker@snowdenlane.com,,List import
10907657,Inactive Investor,Kaitlyn Klein-Sutton,,PFS Investments Inc. Albuquerque NM 4113 Eubank Blvd NE,kkleinsutton@primerica.com,,Salesforce
236581,, -,,[[Unknown]],safeassured.id@gmail.com,,Organic Search
236604,, -,,[[Unknown]],alexbtse@gmail.com,,
11024773,Inactive Investor,Chelsey Koster,,"Next Financial Group, Inc. Grand Rapids MI 1 Ionia Ave SW",ckoster@nextfinancial.com,,Salesforce
11116467,Inactive Investor,Devon Hoyt,,Fidelity Brokerage Services LLC,,,Salesforce
237374,, -,,[[Unknown]],makejin0222@gmail.com,,
10936901,Inactive Investor,Donald Dramstad,,"Bessemer Investor Services, Inc. Washington DC 900 17th St NW",,,Salesforce
10962345,Inactive Investor,Tate Felton,,NYLIFE Securities LLC Corydon IA 203 W Jackson St,tfelton@eaglestrategies.com,,Salesforce
10853212,Inactive Investor,Stewart Emenheiser,First Vice President - Investments,Davenport & Company LLC Fredericksburg VA 904 Princess Anne St,stewarte@investdavenport.com,,Salesforce
10965856,Inactive Investor,Alex Miraglia,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,alex.miraglia@jpmorgan.com,,Salesforce
9565265,,Elizabeth Villalta,,,lvillalta@focusfinancial.com,,List import
9639456,,Greg Anderson,,,greg.anderson@princetonfundadvisors.com,,List import
8480813,,Aaron Cruz,,Tactical Financial Solutions,acruz@tacticalfinancialsolutions.net,(307) 763-7845,List Import
41234,,Travis Kloehn,Financial Consultant,Thrivent Investment Management Inc.,travis.kloehn@thrivent.com,920-982-3133,
9621110,,Brett Spector,,,brett.spector@runurfund.com,,List import
11166435,Inactive Investor,Matthew Cesari,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",matthew.cesari@nm.com,,Salesforce
11066005,Inactive Investor,Connor Green,,Joseph Gunnar & Co. LLC,,,Salesforce
11079554,Inactive Investor,Diane Kulp,,"Truist Investment Services, Inc. Savannah GA 33 Bull St",diane.kulp@truist.com,,Salesforce
11213298,Inactive Investor,Zachary Zilke,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10753849,Inactive Investor,Samir Abraham,,LPL Financial LLC Chicago IL 159 N Sangamon St,samir.abraham@lpl.com,,Salesforce
181671,,Bennett Killmer,,[Unknown],bennett.killmer@gmail.com,,Event
11071395,Inactive Investor,Victor Sharp,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10929551,Inactive Investor,James Martinus,,Commonwealth Financial Network Grandville MI 4166 56th St SW,,,Salesforce
10986561,Inactive Investor,Fabiola Birrueta,,PFS Investments Inc. Turlock CA 321 S Thor St,fbirrueta@primerica.com,,Salesforce
373970,,Laura Cushing,,[Unknown],cushing.dp@gmail.com,,source
10865089,Inactive Investor,Farhan Sayani,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,farhan.sayani@fidelity.com,,Salesforce
11126124,Inactive Investor,Pierce Ernst,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11087493,Inactive Investor,Carlos Roybal,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,carlos.roybal@fidelity.com,,Salesforce
11160729,Inactive Investor,Mark Heater,,Vanguard Marketing Corporation,mark_heater@vanguard.com,,Salesforce
10871869,Inactive Investor,Elizabeth Hennessy,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",elizabeth.hennessy@raymondjames.com,,Salesforce
10999965,Inactive Investor,Laurie McAtee,,PFS Investments Inc. Janesville WI 4323 Milton Ave,laurie.mcatee@primerica.com,,Salesforce
10972722,Inactive Investor,Huy Jonathan Nguyen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10793617,Inactive Investor,Teresa Knear Solorzano,Financial Advisor,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",teresa.c.knearsolorzano@nm.com,,Salesforce
10949601,Inactive Investor,Austin Meunier,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,,,Salesforce
11171320,Inactive Investor,Matthew Sheridan,,Vanguard Marketing Corporation,,,Salesforce
11150693,Inactive Investor,Jacob Gerk,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,jgerk@ft.newyorklife.com,,Salesforce
10796700,Inactive Investor,Brian Williams,Financial Advisor,Edward Jones Omaha NE 5251 N 129th St,brian.w.williams@edwardjones.com,,Salesforce
200335,,Breno Fraga Miranda Silva,,[Unknown],breno.fraga.silva@gmail.com,,Organic Search
9623810,,Luke Hoersten,,,luke.hoersten@bitnomial.com,,List import
10613937,,Anita Ong,Financial Advisor,,aong@fortislux.com,,List Import
4558645,,makc andes,,,zz8797089@gmail.com,,Web Form Fillout
11052920,Inactive Investor,Andrew Warner,Financial Professional,"MML Investors Services, LLC Bethlehem PA 2478 Black River Rd",afswarner@financialguide.com,,Salesforce
10644671,,Sean McCarty,,,sean_mccarty@aon.com,,List Import
10856767,Inactive Investor,Christopher McCreery,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,chris.mccreery.l6rv@statefarm.com,,Salesforce
10937139,Inactive Investor,Michael Bertolucci,Financial Advisor,LPL Financial LLC West Hollywood CA Private Residence,michael.bertolucci@lpl.com,,Salesforce
10800828,Inactive Investor,John Funk,Chief Compliance Officer;Portfolio Manager;President;Shareholder,"Quest Investment Portfolio Management, Limited",,,Salesforce
236203,, -,,[[Unknown]],crkendell17@aol.com,,Organic Search
11008512,Inactive Investor,Jennifer Brubaker,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New Bern NC 400 S Front St",jennifer.brubaker@wellsfargoadvisors.com,,Salesforce
11222332,,Robert Yelenovsky,,,ryelenovsky@fragassoadvisors.com,,List Import
11130062,Inactive Investor,Molly Vervelde,Investment Advisor Representative;Marketing Manager;Member,"TLW Wealth Management, LLC Indian Rocks Beach FL 535 Harbor Dr N",molly@tlw.money,,Salesforce
10604260,,Ken Danilo,advisor,pfa,kendanilo@sbcglobal.net,2039840531,List Import
10484964,,Bradford Sylve,"Chief Compliance Officer, Managing Member","DFW Wealthcare Advisors, LLC",bradford.sylve@dfwwealthcareadvisors.com,,List Import
10865876,Inactive Investor,Donovan Garrard,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
348213,,Robert Lowenthal,"Director, President",Oppenheimer & Co. Inc.,robert.lowenthal@opco.com,212-668-8000,Manual List Upload
11238250,Inactive Investor,Lance Williamson,,The Molpus Woodlands Group,lwilliamson@molpus.com,,Salesforce
10851226,Inactive Investor,Edgardo Borelly,Private Banker,J.P. Morgan Securities LLC Fort Lauderdale FL 201 E Las Olas Blvd,edgardo.borelly@jpmorgan.com,,Salesforce
11254735,Inactive Investor,Karen Juarez Romero,,"Wells Fargo Clearing Services, LLC Bedford TX 2225 Central Dr",,,Salesforce
371982,,Huijun Wen,,China,wenhuijun0825@163.com,,Salesforce
10904675,Inactive Investor,Taylor Keen,Financial Advisor,SageSpring Wealth Partners,taylor.keen@sagespring.com,,Salesforce
374041,,Cal Mitchell,,[Unknown],cal@ccmcommercial.com,,Event
10812894,Inactive Investor,Eric Haudenschild,,Cetera Advisor Networks LLC Independence OH 6200 Rockside Rd,haudenschilde@ceteranetworks.com,,Salesforce
10827412,Inactive Investor,Charles Orley,,"Centaurus Financial, Inc. La Mesa CA 7777 Alvarado Rd",corley@cfiemail.com,,Salesforce
10900884,Inactive Investor,Ria Bongiovanni,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",ria.g.olson@ml.com,,Salesforce
11089848,Inactive Investor,Robert Mueller,,"Avantax Investment Services, Inc. Three Lakes WI 6844 Bengs Rd",,,Salesforce
11193557,Inactive Investor,Douglas Hodges,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,douglas.hodges@morganstanley.com,,Salesforce
10613017,,Christopher Battaglia,"Managing Director, Senior Financial Advisor",,christopher.j.battaglia@ml.com,,List Import
9616591,,Robert Nystrom,,,robertnystrom@gmail.com,,List import
10956824,Inactive Investor,Thomas Daniels,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 363 N Sam Houston Pkwy E",thomas.daniels@ampf.com,,Salesforce
10869109,Inactive Investor,Keegen Pace,,"Northwestern Mutual Investment Services, LLC Atlantic IA 327 Chestnut St",,,Salesforce
9626203,,Maharshi Brahmbhatt,,,maharshi158@gmail.com,,List import
11191692,Inactive Investor,Sharon Wright,,"Raymond James & Associates, Inc.",sharon.wright@raymondjames.com,,Salesforce
10885828,Inactive Investor,Jacqueline Ibarra,Private Client Banker,J.P. Morgan Securities LLC Shorewood IL 1421 Illinois Ct,jacqueline.x.ibarra@jpmorgan.com,,Salesforce
11034038,Inactive Investor,Steven Stack,Chief Operating Officer,"Highland Capital Management, LLC Lake Mary FL 1035 Greenwood Blvd",sstack@highlandcap.com,,Salesforce
337378,,John Sievers,Vice President,"Stellus Capital Management, Llc",jsievers@stelluscapital.com,713-292-5400,Manual List Upload
10906628,Inactive Investor,Cameron Lawler,Financial Advisor;Portfolio Manager,D.A. Davidson & Co. Roseburg OR 1495 NW Garden Valley Blvd,clawler@dadco.com,,Salesforce
9609806,,Nanm Phen,,,po@po.com,,List import
10774961,Inactive Investor,Brian Flynn,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Manager,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,brian.j.flynn@morganstanley.com,,Salesforce
10613128,,Gregory Chimenti,"Managing Director, Senior Financial Advisor, Senior Vice President - Wealth Management",,greg.chimenti@ml.com,,List Import
11220030,,George Lace,,,george.lace@bmo.com,,Other
11201560,Inactive Investor,David Naylor,Chief Compliance Officer;Managing Partner;President,Soundhaven Capital Management,dnaylor@soundhavencapital.com,,Salesforce
10932541,Inactive Investor,Howard Weiss,,Thrivent Investment Management Inc. Saint Paul MN Private Residence,howard.weiss@thrivent.com,,Salesforce
11092313,Inactive Investor,Jonathan Provost,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11163608,Inactive Investor,Robert Dodson,Chief Compliance Officer;Financial Advisor;Founder;Owner,ALBA Financial LLC,,,Salesforce
9598167,,John Lindsey,,,johnlindsey@bellwetherinv.com,,List import
10834644,Inactive Investor,Stephen Smihal,Family Wealth Advisor;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,stephen.smihal@morganstanley.com,,Salesforce
10955826,Inactive Investor,Philip Oconnell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
1002217,Inactive Investor,Spencer Noon,,"Doggie Tail Crypto Capital, LLC",spencer@dtc.capital,,Web Form
11013628,Inactive Investor,Winky Wong,,"Allstate Financial Services, LLC San Francisco CA 380 W Portal Ave",winkywong@allstate.com,,Salesforce
11026685,Inactive Investor,Harry Barth,Chief Compliance Officer;Member,Secura Financial,harry@securawm.com,,Salesforce
9631528,,Sakai Hoitsu,,,sakaihoitsu@gmail.com,,List import
10875340,Inactive Investor,Gustavo Ventura,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Deerfield Beach FL 1000 S Federal Hwy",gventura@ml.com,,Salesforce
10923102,Inactive Investor,Ngozi Onwuka,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11052465,Inactive Investor,Robert Piano,President,Stoke Capital,,,Salesforce
10859301,Inactive Investor,Patricia Bennett,Financial Advisor,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",patricia.bennett@raymondjames.com,,Salesforce
11106827,Inactive Investor,Rebecca Campbell,Associate Wealth Manager,Waypoint Wealth Partners,,,Salesforce
9645293,,John Powell,,,john.powell@fmr.com,,List import
11034800,Inactive Investor,Lisa Rosenau,Associate Financial Advisor,"Ameriprise Financial Services, LLC Santa Cruz CA 125 Water St",lisa.rosenau@ampf.com,,Salesforce
10869271,Inactive Investor,Stacey Tucker,,PFS Investments Inc. Portland TN 124 Main St,stacey.tucker@primerica.com,,Salesforce
11080947,Inactive Investor,Jason Atkinson,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",jason.atkinson@wellsfargoadvisors.com,,Salesforce
9636669,,Raymond Wicklander,,,raywick@greatlakesadvisors.com,,List import
11078922,Inactive Investor,Priscilla Aranda,,"Osaic Wealth, Inc. Santa Teresa NM Private Residence",,,Salesforce
11057523,Inactive Investor,Tyler Porter,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9568762,,Amber yang,,,737596358@qq.com,,List import
11041662,Inactive Investor,Jessica Czech,,"Osaic Wealth, Inc.",,,Salesforce
10954804,Inactive Investor,Christian Jepson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christian.jepson@fidelity.com,,Salesforce
10880078,Inactive Investor,Gregory Daniels,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,greg.daniels.pbab@statefarm.com,,Salesforce
201824,,Hugo Werner,,[Unknown],hugow@hotmail.com,,Organic Search
10773409,Inactive Investor,Shaun Finnie,,Evercore Group L.L.C. Houston TX 909 Fannin St,shaun.finnie@evercore.com,,Salesforce
9546945,,Ramsey Israwi,,,ramsey.israwi@thrivent.com,,List import
10979939,Inactive Investor,Richard Schimek,Financial Advisor,Edward Jones Sarasota FL 5720 Clark Rd,richard.schimek@edwardjones.com,,Salesforce
9600361,,Preet Sandhu,,,preetj.sandhu@gmail.com,,List import
9623038,,Franklin Feringa,,,franklin@bitsyndicate.io,,List import
11104453,Inactive Investor,Cesar Fierro,,"Charles Schwab & Co., Inc. San Diego CA Private Residence",,,Salesforce
10858055,Inactive Investor,Scott Gola,,"Truist Investment Services, Inc. Reading PA 3000 Shillington Rd",scott.gola@truist.com,,Salesforce
10818511,Inactive Investor,Scott Gambrel,Financial Advisor,Edward Jones Crawfordsville IN 1318 Mill St,,,Salesforce
9542648,,Vishal Vyas,,,vvyas426@gmail.com,,List import
11064743,Inactive Investor,Eric Bergenn,,"Kestra Investment Services, LLC West Hartford CT 45 S Main St",,,Salesforce
11185461,Inactive Investor,Kristoffer Carseni,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",kristoffer.carseni@wellsfargo.com,,Salesforce
11231089,Inactive Investor,John Searer,,LPL Financial LLC Harrisburg PA 2040 Linglestown Rd,,,Salesforce
11145547,Inactive Investor,Kenneth Gruneisen,,Ages Financial Services Ltd.,,,Salesforce
9644357,,Jack Russo,,,jrusso@computerlaw.com,,List import
340760,,Marc Baliotti,Managing Director,Blackstone Liquid Credit Strategies Llc,marc.baliotti@blackstone.com,212-503-2100,Manual List Upload
10606590,,Kenneth Angelo,"Financial Advisor, Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,kenneth.angelo@ubs.com,201-441-4929,List Import
11220002,,Peter Robinson,,,peter_d_robinson@vanguard.com,,Other
10948750,Inactive Investor,Charlie Davidson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3495 Cascade Rd SW",charlie.davidson@ml.com,,Salesforce
9579378,,Terence Horan,,,terryh@horanassoc.com,,List import
10759841,Inactive Investor,Greg Weston,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,greg.weston@fidelity.com,,Salesforce
10898120,Inactive Investor,Steven Ellsworth,Financial Advisor,LPL Financial LLC Warren MI 6611 Chicago Rd,steve.ellsworth@lpl.com,,Salesforce
9540676,,Mira Muhtadie,,,mmuhtadie@willcapllc.com,,List Import
11088544,Inactive Investor,David Schrager,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC San Diego CA 655 W Broadway",david.schrager@rbc.com,,Salesforce
11127425,Inactive Investor,Tracy Bryant,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,peggybrown@primerica.com,,Salesforce
9568919,,Paul Giannobile,,,pgiannobile@focusfinancial.com,,List import
234351,, -,,[[Unknown]],arizaxk@gmail.com,,
350337,,Denise Havard,Executive Assistant,"Turnbridge Capital, Llc",dhavard@turnbridgecapital.com,214-624-5010,Manual List Upload
10852641,Inactive Investor,Charles Heisner,Owner,"Heisner Financial, LLC Saint Louis MO 6701 Southwest Ave",charlie@heisnerfinancial.com,,Salesforce
10926001,Inactive Investor,Derek Dall Olmo,Chief Compliance Officer;Founder;Managing Member,TreMonte Financial Consultants,derek@tremontefinancial.com,,Salesforce
11089927,Inactive Investor,Robert Kuftinec,Managing Member;Managing Principal,Auour Investments LLC,rkuftinec@auour.com,,Salesforce
11190709,Inactive Investor,Brandon Williamson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",bwilliamson@ml.com,,Salesforce
10794559,Inactive Investor,Joseph Lovoy,Financial Advisor,"Ameriprise Financial Services, LLC Pensacola FL 125 W Romana St",joseph.s.lovoy@ampf.com,,Salesforce
10929071,Inactive Investor,John Mooney,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
9593397,,Gerry Ward,,,gward@anchorinvestmentmanagement.com,,List import
10979737,Inactive Investor,Sara Wright,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",,,Salesforce
11127264,Inactive Investor,Kenneth Saunders,,"Osaic Wealth, Inc. Pompano Beach FL 5850 Coral Ridge Dr",,,Salesforce
10951391,Inactive Investor,Jennifer Tyler Wilhelmy,,Park Avenue Securities LLC,,,Salesforce
237008,, -,,[[Unknown]],amino1988.mrloh@gmail.com,,Paid Social
11016607,Inactive Investor,Refugio Rico,,HSBC Securities (USA) Inc. Chicago IL 227 W Monroe St,refugio.rico@us.hsbc.com,,Salesforce
11142099,Inactive Investor,Edith Darius,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,edarius@primerica.com,,Salesforce
10791867,Inactive Investor,Timothy Gaffney,,"Wells Fargo Advisors Financial Network, LLC Rockford IL 6801 Spring Creek Rd",tim.gaffney@wellsfargoadvisors.com,,Salesforce
10890525,Inactive Investor,Frank Pham,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,frank.pham@jpmorgan.com,,Salesforce
207592,,Daniel Ameli,,[Unknown],d.ameli@gmail.com,,
11051841,Inactive Investor,David Terpening,,"Farmers Financial Solutions, LLC Torrance CA 22850 Crenshaw Blvd",dterpening@farmersagent.com,,Salesforce
248256,,Katrina Adrian,Senior executive,Securities Commission,katrinae@seccom.com.my,,Manual List Upload
9127754,,John Bellows,,,john.bellows@westernasset.com,,List Import
11183253,Inactive Investor,Rebecca Martinez,,"Wells Fargo Clearing Services, LLC Pensacola FL 4952 Bayou Blvd",rebecca.a.martinez@wellsfargo.com,,Salesforce
199605,,Yang Yu,,Marvelous Peach Capital,reba-y@hotmail.com,,Initial Salesforce Import
10996097,Inactive Investor,Calvin Lougassy,,"Wells Fargo Clearing Services, LLC Charlotte NC 839 Providence Rd",,,Salesforce
10922102,Inactive Investor,Jeffery Hinkle,Financial Planner,"Pruco Securities, LLC. Martinsville NJ Private Residence",jeff.hinkle@prudential.com,,Salesforce
10930089,Inactive Investor,Nicholas Ruggirello,,NYLIFE Securities LLC Buffalo NY 5700 Main St,ncruggirello@ft.newyorklife.com,,Salesforce
10870267,Inactive Investor,Craig Pine,Private Wealth Advisor,Potentia Wealth,craig@potentiawealth.com,,Salesforce
11023561,Inactive Investor,Matthew Haller,Financial Planning Analyst,"Allegheny Investments, Ltd.",mhaller@alleghenyfinancial.com,,Salesforce
11035162,Inactive Investor,Diane Flanders,Director - Business Development,Commonwealth Financial Network Bel Air MD 221 Maitland St,,,Salesforce
10911583,Inactive Investor,John Brunkhorst,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,randy.brunkhorst.nxk5@statefarm.com,,Salesforce
11234141,Inactive Investor,Justin Hitt,,L.M. Kohn & Company Harrisonburg VA 1954 Evelyn Byrd Ave,,,Salesforce
11221369,,Christopher Baker,,,cbaker@wealthenhancement.com,,List Import
10925542,Inactive Investor,Adam Rose,Chief Operating Officer,Waterloo Capital,arose@waterloocap.com,,Salesforce
10615219,,Casey Kriedman,"Financial Advisor, Managing Director",,casey.kriedman@morganstanleypwm.com,,List Import
10861264,Inactive Investor,Cheryl Callahan,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",ccallahan@hightoweradvisors.com,,Salesforce
11035768,Inactive Investor,Katherine Peirce,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redding CA 292 Hemsted Dr",katherine.peirce@ml.com,,Salesforce
10878533,Inactive Investor,Caroline Adorni Willems,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",caroline.adorniwillems@ml.com,,Salesforce
10822118,Inactive Investor,Kathryn Walsh,Client Service Associate,Morgan Stanley Boston MA 28 State St,kathryn.walsh@morganstanley.com,,Salesforce
10872792,Inactive Investor,Edward Warner,,LPL Financial LLC Newport RI Private Residence,edward.warner@lpl.com,,Salesforce
11092502,Inactive Investor,Richard Thornton,,"Wells Fargo Clearing Services, LLC Saint Matthews SC 702 N F R Huff Dr",richard.thornton@wellsfargoadvisors.com,,Salesforce
11024631,Inactive Investor,Mitchell Dorfman,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Denville NJ 3175 State Rte 10",mdorfman@wfafinet.com,,Salesforce
11087134,Inactive Investor,Maribel Ochoa Crespo,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,maribel.ochoacrespo@jpmorgan.com,,Salesforce
10777331,Inactive Investor,Gary Meyer,Financial Advisor,Edward Jones Florissant MO 1080 Rue Saint Francois St,gary.meyer@edwardjones.com,,Salesforce
11056673,Inactive Investor,Bhagwati Mahendru,,Cetera Advisors LLC Granada Hills CA 17352 Tennyson Pl,,,Salesforce
10982792,Inactive Investor,Tyler Quinn-Tomczyk,,J.P. Morgan Securities LLC Phoenix AZ 4745 E Elliot Rd,tyler.quinn-tomczyk@jpmorgan.com,,Salesforce
11223221,,Ryan Fischer,,,ryan.fischer@blackrock.com,,List Import
11067989,Inactive Investor,Thomas Graney,Senior Wealth Advisor,Planning Alternatives Ltd Naples FL 625 5th Ave S,thomas.g@planningalt.com,,Salesforce
75404,,John Child,President,Sound Investment Management Inc,jchild@simiusa.com,503-691-7030,Manual List Upload
9594918,,Jorge J. Ayub,,,ayub.statements@hotmail.com,,List import
10833434,Inactive Investor,Christopher Young,Financial Advisor,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",chris.l.young@raymondjames.com,,Salesforce
11195932,Inactive Investor,Kristine Anile,,"Kestra Investment Services, LLC Lafayette CA 3505 Mt Diablo Blvd",,,Salesforce
228764,, -,,[[Unknown]],mayuraneelam2020@gmail.com,,
11057887,Inactive Investor,Robert Marasa,,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",robert.marasa@wellsfargoadvisors.com,,Salesforce
10486537,,James Mcclure,"Analyst, Managing Director, Portfolio Manager",Barrow Hanley Global Investors,jmcclure@barrowhanley.com,,List Import
10968428,Inactive Investor,Lindsey Boettigheimer,,"Larson Financial Securities, LLC",,,Salesforce
9620787,,Richard Tray,,,richardtray61@gmail.com,,List import
11041725,Inactive Investor,Curtis Spiteri,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,curtis.b.spiteri@ubs.com,,Salesforce
10901732,Inactive Investor,Nicholas Maggiulli,Chief Operating Officer;Managing Member,Ritholtz Wealth Management,,,Salesforce
11021044,Inactive Investor,Jennifer Strong,Financial Advisor,Eagleson Arndt Financial Advisors,jennifer@eaglesonarndt.com,,Salesforce
10767307,Inactive Investor,Wayne von Borstel,Founder;Owner;President,Von Borstel & Associates,info@vonborstel.com,,Salesforce
11017859,Inactive Investor,Michael Atherton,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",michael.atherton@ampf.com,,Salesforce
10809031,Inactive Investor,Richard Quirk,,Stonex Securities Inc. Delphi IN 1001 S Washington St,,,Salesforce
9610882,,BARRY BALLEN,,,barryballen@gmail.com,,List import
10828720,Inactive Investor,Sam Jones,Financial Advisor;Managing Director - Investments;Senior Vice President,"Wells Fargo Clearing Services, LLC Lake Charles LA 2070 E Walnut St",houston.jones1@wellsfargoadvisors.com,,Salesforce
11162724,Inactive Investor,Walter Smith,Insurance Agent,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
10986814,Inactive Investor,Matthew Gallowitz,Financial Advisor,Edward Jones Springfield TN 2548 Memorial Blvd,,,Salesforce
11096892,Inactive Investor,Christopher Saba,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",christopher.saba@ml.com,,Salesforce
10920890,Inactive Investor,Brandon Strother,,Cetera Advisor Networks LLC Glasgow KY 131A N Public Sq,,,Salesforce
10851539,Inactive Investor,Lucas Cheatham,Chief Compliance Officer;Managing Member;President,"Diamond Client Group, LLC Spring TX 9595 Six Pines Dr",luke@diamondclientgroup.com,,Salesforce
11096873,Inactive Investor,Victor Lopez Gonzalez,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",victor.j.lopez@nm.com,,Salesforce
11043284,Inactive Investor,Jacqueline Guarino,,Vanguard Marketing Corporation,jacqueline_guarino@vanguard.com,,Salesforce
10814544,Inactive Investor,Christopher Chambers,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Portage MI 7950 Moorsbridge Rd",christopher.b.chambers@ampf.com,,Salesforce
9614968,,Victor Bang,,,vbang@jefferies.com,,List import
343386,,Howard Kavinsky,,National,hkavinsky@yournational.com,(312) 447-2504,Organic Search
10883004,Inactive Investor,Oscar Vargas,,"Wells Fargo Clearing Services, LLC Los Angeles CA 10789 W Pico Blvd",oscar.m.vargas@wellsfargo.com,,Salesforce
10893624,Inactive Investor,Nathan Key,Advisory Representative,"Osaic FS, Inc. Fort Mitchell KY 211 Grandview Dr",nathan.key@lfg.com,,Salesforce
9607784,,Andrew Schaffer,,,andrewschaffer10@gmail.com,,List import
169403,,Samuel Patrick,,[Unknown],samuel.leli@student.pmsbe.ac.id,,Organic Search
9591492,,John Broersma,,,jabroersma20@hotmail.com,,List import
10766671,Inactive Investor,Thomas Kendrick,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9642216,,F?rat U?urlu,,,firat_1998_ugurlu13@hotmail.com,,List import
10777094,Inactive Investor,Megan Ruehl,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,megan.ruehl@ubs.com,,Salesforce
11106158,Inactive Investor,John McCauley,Managing Director,Silver Grove Advisory Services,jmccauley@silvergrovegroup.com,,Salesforce
11172538,Inactive Investor,Ellen Harris,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",ellen.harris@ml.com,,Salesforce
10843684,Inactive Investor,John Quigley,Chief Compliance Officer;Managing Member;Partner;Senior Wealth Advisor;Wealth Advisor,EQ Wealth Management,q@eq-wm.com,,Salesforce
11112161,Inactive Investor,Willie Sawyers,Financial Advisor,Edward Jones Lebanon PA 751 E Cumberland St,willie.sawyers@edwardjones.com,,Salesforce
11208223,Inactive Investor,Drew Babiak,Branch Manager;Director;Wealth Planning Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11164101,Inactive Investor,Fipe Higginbotham,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10801943,Inactive Investor,Bryan Koepf,Financial Advisor;Senior Portfolio Management Director;Senior Vice President;Workplace Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,bryan.koepf@morganstanley.com,,Salesforce
231286,, -,,[[Unknown]],xmass22@gmail.com,,Organic Search
349376,,Michael Porpora,,"National Asset Management, Inc.",mporpora@nationalsecurities.com,561-981-1000,
10960211,Inactive Investor,Stephanie Skala,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,stephanie.skala@jpmorgan.com,,Salesforce
11052176,Inactive Investor,Jeffrey Merchant,,"First Command Brokerage Services, Inc. Rapid City SD 1301 W Omaha St",jlmerchant@firstcommand.com,,Salesforce
10993221,Inactive Investor,Mohamad Zaboube,,J.P. Morgan Securities LLC San Francisco CA 101 Montgomery St,mohamad.zaboube@chase.com,,Salesforce
10891668,Inactive Investor,Jubisa Montes,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",jubisa.montes@schwab.com,,Salesforce
9575951,,Marcus Selva,,,mselva@snowdenlane.com,,List import
244962,,Robert Reina,Investable Product Specialist Dir,Qontigo,rreina@qontigo.com,12152800885,Manual List Upload
10832134,Inactive Investor,David Maleh,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,david.maleh@morganstanley.com,,Salesforce
10864665,Inactive Investor,Ai Goh,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 333 Market St",aileen.goh@wellsfargo.com,,Salesforce
221018,,malith samaradivakara,,[Unknown],maliths10@gmail.com,,Direct
10908001,Inactive Investor,Leonard Dean,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Dean Bennett Advisory Services Inc.,ldean@dean-bennett.com,,Salesforce
4865438,,Gordon McNeil,,,gmcneil1@icloud.com,,Web form fillout
10831057,Inactive Investor,Todd Knickerbocker,Financial Advisor;Managing Member;Managing Partner;Regulatory Contact,Stonebrook Private Inc.,,,Salesforce
11158017,Inactive Investor,Shelley Fredrick,,"Voya Financial Advisors, Inc. Houston TX 1200 Post Oak Blvd",shelley.fredrick@voya.com,,Salesforce
9618463,,Lucy Chen,,,lucy@ogbornecap.com,,List import
9601892,,Max Roberts,,,outsourcemax@yahoo.com,,List import
347373,,Shaun Vasavada,Senior Associate,New State Capital Partners,svasavada@newstatecp.com,212-675-1600,Manual List Upload
10959130,Inactive Investor,Fabiola Dragon,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,fabiola.dragon@chase.com,,Salesforce
11102019,Inactive Investor,Thomas Vukovan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10767328,Inactive Investor,William Thomas,Chairman;Chief Compliance Officer;Chief Executive Officer;President,"Wedgewood Partners, Inc.",bthomas@wedgewood-partners.com,,Salesforce
10797963,Inactive Investor,Arnoldo Marin,Financial Advisor;First Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,arnoldo.marin@morganstanley.com,,Salesforce
10992186,Inactive Investor,Christopher Mcallister,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,,,Salesforce
10822347,Inactive Investor,Peter Abbott,Financial Advisor,Edward Jones Sarasota FL 1343 Main St,pete.abbott@edwardjones.com,,Salesforce
10645874,,Patrick McFarlan,,,patrick.mcfarlan@citigroup.com,,List Import
11293385,,xd xd,,,xdfsdscdscds@gfdgfdgdf.com,,Web Form Fillout
10818081,Inactive Investor,Heather Clark,,"Cambridge Investment Research, Inc. Roseville CA 1227 Pleasant Grove Blvd",,,Salesforce
11218574,,Carol Cory,,,ccory@planmembersec.com,,Other
11254284,Inactive Investor,Julia Kuhns,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11038137,Inactive Investor,Edgar Sanchez-Beltran,,J.P. Morgan Securities LLC Prescott AZ 302 W Gurley St,,,Salesforce
350527,,Bill Maughan,Financial Advisor,"Mtm Financial Group, Llc",bill@askmtm.com,610-746-7007,Manual List Upload
10777148,Inactive Investor,Samer Alnaham,Branch Operations Manager,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,salnaham@janney.com,,Salesforce
10965390,Inactive Investor,Marianne Frega,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arvada CO 5830 Independence St",marianne.frega@ml.com,,Salesforce
220160,,Steve belmira,,[Unknown],steve.belmira@gmail.com,,
11004945,Inactive Investor,Adren Anderson,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,adrentroy.anderson@primerica.com,,Salesforce
9598701,,Byron Watkins,,,bwatkins@carsoninstitutional.com,,List import
9591773,,Thomas Oppong,,,thomasoppong@gmail.com,,List import
9629404,,Connor Hasenoehrl,,,connor.hasenoehrl@gmail.com,,List import
11179197,Inactive Investor,Shane Keledy,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
10603654,,Brian Harris,"Board of Directors, Chief Executive Officer",Ladder Capital Asset Management LLC,bbadharris@aol.com,,List Import
10991731,Inactive Investor,Stephen Denbraver,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",stephen.denbraver@prudential.com,,Salesforce
10991517,Inactive Investor,Thomas Manning,,NYLIFE Securities LLC San Francisco CA 425 Market St,tmanning@ft.newyorklife.com,,Salesforce
246411,,Not Provided,"Counsel, Government Affairs & Strategy",Paul Hastings LLP,dinaellis@paulhastings.com,,Manual List Upload
9627977,,David Blumberg,,,davidb@cherubimlabs.com,,List import
9605137,,Jill Andres,,,jill_krawczyk@yahoo.com,,List import
11217127,,Tara Horne,,,thorne@shufrorose.com,,Other
11056727,Inactive Investor,Meghan Petaccio,,Morgan Stanley Marlton NJ 303 Lippincott Dr,,,Salesforce
10792917,Inactive Investor,Lowell Miller,Chief Investment Officer,Miller Howard Investments Inc Woodstock NY 324 Upper Byrdcliffe Rd,lowell@mhinvest.com,,Salesforce
11150705,Inactive Investor,Richard May,,NYLIFE Securities LLC Boxford MA Private Residence,rmay02@ft.newyorklife.com,,Salesforce
9627744,,Andrew Hadley,,,ahadley@prioritywire.com,,List import
9613370,,Dan Walker,,,dan.walker@invesco.com,,List import
11010915,Inactive Investor,Nathan Chen,,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",nathan.chen@raymondjames.com,,Salesforce
10986440,Inactive Investor,Alison Morant,,"Osaic Wealth, Inc. Hopkinton MA 63 South St",,,Salesforce
10783771,Inactive Investor,Roberta Kameda,General Counsel;Regulatory Contact;Secretary;Shareholder;Vice President,Dodge & Cox,roberta.kameda@dodgeandcox.com,,Salesforce
11067302,Inactive Investor,Joshua Hanna,,State Farm VP Management Corp. Crowley TX 508 N Crowley Rd,joshuahanna@statefarm.com,,Salesforce
10860345,Inactive Investor,Isaac Presley,Chief Executive Officer;Director - Investments;President;Shareholder,Cordant Wealth Partners,isaac@cordantwealth.com,,Salesforce
11220610,,Joshua Garcia,,,joshua.garcia@allworthfinancial.com,,Other
11004216,Inactive Investor,Oscar Romero,,"First Command Brokerage Services, Inc. El Paso TX 1605 Beech St",ojromero@firstcommand.com,,Salesforce
10963635,Inactive Investor,Francesca Lanza,Associate Portfolio Manager,Winthrop Wealth,,,Salesforce
10898983,Inactive Investor,Claire Meyer,Investor Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,claire.meyer@jpmorgan.com,,Salesforce
9630111,,Mehrdad mirzaei,,,mehrdadxmirzaei@gmail.com,,List import
10928482,Inactive Investor,Edward Murphy,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",edward.murphy@truist.com,,Salesforce
11192417,Inactive Investor,Melina Diebold,Client Service Associate,Morgan Stanley Baton Rouge LA 400 Convention St,,,Salesforce
10770075,Inactive Investor,Timothy Blankenship,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Southbury CT 900 Main St S",timothy.j.blankenship@ampf.com,,Salesforce
11205123,Inactive Investor,Julie Snead,,"MML Investors Services, LLC",,,Salesforce
10985698,Inactive Investor,Jeremy Landolfa,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,jlandolfa@ft.newyorklife.com,,Salesforce
10990859,Inactive Investor,Matthew Browning,,"Osaic Wealth, Inc. Harrisburg AR Private Residence",,,Salesforce
11028950,Inactive Investor,Kim Ritter,,J.P. Morgan Securities LLC Grass Valley CA 205 S Church St,kim.ritter@jpmorgan.com,,Salesforce
10992731,Inactive Investor,Jessica Davis,,J.P. Morgan Securities LLC Burleson TX 155 NW John Jones Dr,jessica.davis@jpmorgan.com,,Salesforce
10643082,,David Couch,,,tolabledavid@icloud.com,,Web Form Fillout
11028153,Inactive Investor,Jordan Michael,Chief Technology Officer;Founder,Concreit Fund Management LLC Seattle WA 1201 3rd Ave,jordan@concreit.com,,Salesforce
11161795,Inactive Investor,Brendan Hughes,,Morgan Stanley Ridgefield CT 90 Grove St,,,Salesforce
10938510,Inactive Investor,Ricardo Luna,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,rluna@primerica.com,,Salesforce
10795991,Inactive Investor,John Miller,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",john.p.miller@wellsfargoadvisors.com,,Salesforce
9648018,,Len Kunin,,,lenrisk@yahoo.com,,List import
10778501,Inactive Investor,Rebecca Gieseking,,J.P. Morgan Securities LLC Grosse Pointe MI 685 Saint Clair St,rebecca.l.gieseking@jpmorgan.com,,Salesforce
343551,,Christopher Moore,Controller,"Ncp Group, Lp",cmoore@nonantumcapital.com,617-245-8050,Manual List Upload
11127096,Inactive Investor,Mark Johnson,,Cetera Advisor Networks LLC Clarence NY 10255 Main St,,,Salesforce
61567,,Aaron Bert,Financial Planner,Certified Advisory Corp,aaron@financialgroup.com,407-869-9800,
11091844,Inactive Investor,George Coors,Financial Consultant,Stephens Memphis TN 6075 Poplar Ave,george.coors@stephens.com,,Salesforce
10946117,Inactive Investor,William Pfeifer,Financial Services Professional,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
9546850,,Josie Heskje,,,jheskje@greatamerica.com,,List import
201173,,Nariman Gholamy,,[Unknown],narispellfire@gmail.com,,source
11201841,Inactive Investor,Brian Hammel,,PNC Investments Erie PA 901 State St,brian.hammel@pnc.com,,Salesforce
11050786,Inactive Investor,Hossam Nasser,Financial Advisor,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,sam.nasser@lpl.com,,Salesforce
9571222,,Michael Ronzio,,,mike.ronzio@gmail.com,,List import
10781538,Inactive Investor,Richard Bloom,First Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 55 E 52nd St,richard.bloom@morganstanley.com,,Salesforce
9592183,,Robert Key,,,robertkey@ccminc.com,,List import
10752428,Inactive Investor,Thomas Nieto,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,thomas.nieto@ubs.com,,Salesforce
9626409,,Joshua Taylor,,,jwt8588@gmail.com,,List import
11219835,,Christopher Reich,,,christopher.reich@cbreim.com,,Other
9545397,,Maxime Bourque,,,bourque.maxime1@gmail.com,,List import
11122358,Inactive Investor,Henri Rocheleau,Financial Planner,LPL Financial LLC Worcester MA 1 Mercantile St,louis.rocheleau@lpl.com,,Salesforce
10787387,Inactive Investor,David Marshall,,"Private Portfolio, Inc. Naples FL 4524 Silver Fox Dr",dmarshall@privateportfolio.com,,Salesforce
11105183,Inactive Investor,James Kidney,Financial Planner,"Raymond James & Associates, Inc.",james.kidney@raymondjames.com,,Salesforce
10760393,Inactive Investor,Salvador Rodriguez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",salvador.rodriguez@ml.com,,Salesforce
10808255,Inactive Investor,Joshua Hardt,Financial Advisor,Edward Jones Normal IL 322 Susan Dr,josh.hardt@edwardjones.com,,Salesforce
10915161,Inactive Investor,Daniel Logan,Financial Advisor,Edward Jones Pelham AL 600 Oak Mountain Commons Ln,daniel.logan@edwardjones.com,,Salesforce
10764755,Inactive Investor,Wai Chan,Financial Advisor,"Wells Fargo Clearing Services, LLC Fremont CA 46973 Warm Springs Blvd",wai.chan@wellsfargoadvisors.com,,Salesforce
10811806,Inactive Investor,Frank Schick,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,frank.schick@primerica.com,,Salesforce
11168362,Inactive Investor,James Dean,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
333822,,Lauren Roberge,Vice President,"Hastings Equity Partners, Llc",lroberge@hastingsequity.com,781-314-9596,Manual List Upload
10883855,Inactive Investor,Jack Shampine,Financial Professional,LPL Financial LLC Canton GA 185 W Main St,jack.shampine@lpl.com,,Salesforce
11228454,Inactive Investor,Chris Moore,,"Fiduciary Financial Group, LLC",cmoore@ffgwealth.com,415-352-1100,Salesforce
10780422,Inactive Investor,Richard Dressel,Corporate Retirement Director;Financial Advisor;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,keith.dressel@morganstanley.com,,Salesforce
9633168,,Daniel Parente,,,parentedaniel189@gmail.com,,List import
11131463,Inactive Investor,Lloyd Strode,,Cetera Advisor Networks LLC Paradise Valley AZ 6720 N Scottsdale Rd,,,Salesforce
10954147,Inactive Investor,Lewis Pappas,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10927110,Inactive Investor,Nicolas Appen-Lippard,Private Client Banker,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,nick.appen@jpmorgan.com,,Salesforce
10934506,Inactive Investor,Emily Christian,Client Associate,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",,,Salesforce
9569861,,Stacy Baldree,,,stacy.baldree@fidelity.com,,List import
11112987,Inactive Investor,Craig Mueller,,"Patrick Capital Markets, LLC Lake Elmo MN 3275 Manning Ave N",,,Salesforce
248779,,Andrew Woods,Full Stack Developer,EventsX,andrew@tulipmicrosystems.com,,Manual List Upload
10959876,Inactive Investor,Adam Greenspan,,"Osaic FA, Inc. Seabrook NH 19 Batchelder Rd",adam.greenspan@lfg.com,,Salesforce
10958722,Inactive Investor,Zachary Schoen,,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",zachary.schoen@raymondjames.com,,Salesforce
10999429,Inactive Investor,Angela Myers,,"Fifth Third Securities, Inc. Fort Mitchell KY 590 Buttermilk Pike",angela.myers@53.com,,Salesforce
9634698,,Bill Tadio,,,bill.tadio@cir2.com,,List import
11107290,Inactive Investor,Zarina Nazerali,,J.P. Morgan Securities LLC Decatur GA 2861 N Decatur Rd,zarina.nazerali@jpmorgan.com,,Salesforce
351231,,Edward Joullian,Vice President,"Old Ironsides Energy, Llc",ejoullian@oldironsidesenergy.com,617-366-2030,Manual List Upload
10950755,Inactive Investor,Gissell Vidal,,J.P. Morgan Securities LLC Miami FL 8784 SW 72nd St,gissell.vidal@jpmorgan.com,,Salesforce
213353,,Suki Crooklyn,,Crooklyn Artists,brettc@investorshub.com,850.780.1283,Advertising
11149833,Inactive Investor,Edward Tiaga,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,etiaga@primerica.com,,Salesforce
246194,,Not Provided,Managing Director,First Principles Group Inc.,mannybett@live.com,,Manual List Upload
10780149,Inactive Investor,Chad Garr,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",chad.garr@wellsfargoadvisors.com,,Salesforce
10770994,Inactive Investor,George Schultze,Managing Member;Regulatory Contact,"Schultze Asset Management, LP",,,Salesforce
11204884,Inactive Investor,Jonathan Bowen,,PFS Investments Inc. Braintree MA 150 Wood Rd,jonbowen@primerica.com,,Salesforce
11101557,Inactive Investor,Carl Dockery,Chief Compliance Officer;President,"Alpha Advisors, LLC Lakeland FL 2026 Crystal Wood Dr",carl@alphaadvisorsusa.com,,Salesforce
9415739,,Graham Beresford,,Graham Beresford,grahampberesford@icloud.com,,List Import
11050492,Inactive Investor,Romane Desir,,PFS Investments Inc. Nashua NH 154 Broad St,romane.desir@primerica.com,,Salesforce
11007932,Inactive Investor,Philip Clark,,Cetera Financial Specialists LLC Clearwater FL 28050 US Hwy 19 N,,,Salesforce
11166523,Inactive Investor,Thomas Jensen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",,,Salesforce
9601749,,Ulysses Davis,,,thadiuz30@gmail.com,,List import
10866130,Inactive Investor,Timothy Wall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10657782,,Mary Whitehead,,,mary.whitehead@jpmorgan.com,,List Import
10858444,Inactive Investor,Tyler Rudek,Chief Investment Officer;Partner,"Heritage Wealth Architects, Inc.",tlr@heritagewealtharchitects.com,,Salesforce
9605844,,Eric Stone,,,stone.eric2875@gmail.com,,List import
208991,,Bob Wright,,[Unknown],bwright1@hotmail.com,,
10778864,Inactive Investor,James Furletti,Advisor,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,,,Salesforce
9598449,,DENIS GOTSERIDZE,,,goceridzedenis06@gmail.com,,List import
10945263,Inactive Investor,Alex Caruso,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,acaruso02@ft.newyorklife.com,,Salesforce
10657058,,Daniel Powers,,,daniel.powers@fidelity.com,,List Import
11140839,Inactive Investor,Lavaughnia Harris,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,lharris.2vrkt@primerica.com,,Salesforce
10969964,Inactive Investor,Damian Garrubbo,,Oppenheimer & Co. Inc.,,,Salesforce
9630953,,Brad Hart,,,brad@makemoremarbles.com,,List import
186566,,Franklin Raines,,"Royal Alliance Associates, Inc.",flraines@royalaa.com,,
10883379,Inactive Investor,Adam Christner,Financial Advisor,LPL Financial LLC Lagrange IN 516 S Detroit St,adam.christner@lpl.com,,Salesforce
10856808,Inactive Investor,Charles Williams,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,charlie_f_williams@glic.com,,Salesforce
10854183,Inactive Investor,Charles Geringer,Financial Advisor,Edward Jones Smithton IL 3981 State Rte 159,scott.geringer@edwardjones.com,,Salesforce
182534,,Matthew Sauget,,[Unknown],msauget@gmail.com,,
10926624,Inactive Investor,Lucas Blatter,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10765108,Inactive Investor,Kurt Hazlewood,Senior Investment Associate;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",kurt_hazlewood@ml.com,,Salesforce
10863350,Inactive Investor,Thomas Dumas,,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,thomas_dumas@glic.com,,Salesforce
11194786,Inactive Investor,Matthew Stockham,Investment Broker,"Meridian Wealth Management, LLC",,,Salesforce
345580,,Anna Holowetzki,Director,"Vista Capital Partners, Inc.",anna@vistacp.com,503-772-9500,Manual List Upload
9599193,,Steve Osterink,,,steve@advisoryalpha.com,,List import
10881408,Inactive Investor,Brian Linn,Senior Investment Advisor,Fisher Investments,b.linn@fi.com,,Salesforce
194673,,William Severi,,[Unknown],william@northbayprop.com,,source
243656,,Thomas Sozzi,VP,Citadel Securities,thomas.sozzi@citadelsecurities.com,13123952100,Manual List Upload
10986895,Inactive Investor,Tyler Kane,,J.P. Morgan Securities LLC Sumner WA 907 Alder Ave,tyler.kane@jpmorgan.com,,Salesforce
9573227,,Lindsay Wang,,,lwang@christoffersonrobb.com,,List import
11063679,Inactive Investor,John Lenss,,PFS Investments Inc. Spearfish SD 540 Heritage Dr,john.lenss@primerica.com,,Salesforce
2623483,,Deewar Ramlal,,,ramlaldhiwar144@gmail.com,,
10618536,,David Melby,,,david.melby@ubs.com,,List Import
337726,,David Naylor,Managing Partner,Soundhaven Capital Management,dnaylor@soundhavencapital.com,818-292-1474,Manual List Upload
11132291,Inactive Investor,Jacob Aragon,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,jacobaragon.team@fidelity.com,,Salesforce
10830860,Inactive Investor,Jeffrey Swartzentruber,,"Wells Fargo Advisors Financial Network, LLC Wooster OH 543 Riffel Rd",jeffrey.swartzentruber@wellsfargoadvisors.com,,Salesforce
11168731,Inactive Investor,Andrea Lichlyter,Financial Advisor,Edward Jones Jasper IN 860 3rd Ave,andrea.lichlyter@edwardjones.com,,Salesforce
9544739,,Terence Kezer,,,tmkezer@gmail.com,,List import
10824361,Inactive Investor,Juvillee Piccicacco,Investment Associate;Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,juvillee.piccicacco@jpmorgan.com,,Salesforce
6968284,,Smith Joseph,,,dosacay667@v2ssr.com,,Web Form Fillout
10942107,Inactive Investor,Frank Davidson,Financial Advisor,"Cadaret, Grant & Co., Inc. White Plains NY 470 Mamaroneck Ave",fdavidson@ae.cadaretgrant.com,,Salesforce
206316,,Adam Von Kreuzhof,,[Unknown],a.vonkreuzhof@gmail.com,,
84698,,Dante Crosa,"Financial Professional, Investment Advisor Representative","Transamerica Financial Advisors, Inc",dante.crosa@transamerica.com,281-288-9349,
11188178,Inactive Investor,Alicia Columbro,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",alicia.columbro@wellsfargoadvisors.com,,Salesforce
11139012,Inactive Investor,Nicholas Berman,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,nicholas.i.berman@jpmorgan.com,,Salesforce
11119280,Inactive Investor,An Nguyen,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10510936,,Venkatram Krishnamurthy,Principal/Owner,v2 Financial Group,venkat@v2financialgroup.com,,List Import
11110858,Inactive Investor,Robin Brunson,Financial Advisor,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",robin.brunson@rbc.com,,Salesforce
10614155,,James Levitt,"Financial Advisor, Senior Vice President - Investments",,james.levitt@wellsfargoadvisors.com,,List Import
10847272,Inactive Investor,Joseph Sinclair,,"Trustmont Financial Group, Inc.",jas@trustmontgroup.com,,Salesforce
10989265,Inactive Investor,Sarah Jean Cronin,,"Truist Investment Services, Inc. Atlanta GA 3020 Peachtree Rd NW",sarah.cronin@truist.com,,Salesforce
11103336,Inactive Investor,Joseph Cifuni,Financial Advisor,"Pruco Securities, LLC. Georgetown MA Private Residence",joseph.cifuni@prudential.com,,Salesforce
1919393,,Anuj Tiwari Anuj Tiwari,,,kumaranuj89243@gmail.com,,
10950399,Inactive Investor,Maria Ramirez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10975883,Inactive Investor,Maynard Spedden,,"Farmers Financial Solutions, LLC Columbia MD 8640 Guilford Rd",,,Salesforce
185409,,Tabor Brooks,Vice President,LTL Investments,tbrooks@txstar.com,210-748-2983,Initial Salesforce Import
352474,,Joseph Compofelice,Operating Partner,White Deer,jcompofelice@whitedeerenergy.com,713-581-6900,Manual List Upload
10960241,Inactive Investor,Erik Ortiz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9617682,,Craig Waslin,,,cwaslin@adamsstreetpartners.com,,List import
9588441,,Diego calzada,,,diguitalinvest@gmail.com,,List import
11086155,Inactive Investor,Duncan Colterjohn,,Evercore Group L.L.C.,duncan.colterjohn@evercore.com,,Salesforce
9636654,,Shad Besikof,,,sbesikof@exencialwealth.com,,List import
48928,,Scott Eckart,,Thrivent Investment Management Inc.,scott.eckart@thrivent.com,612-844-7208,
11061834,Inactive Investor,Christopher Gomez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,christopher.gomez@jpmorgan.com,,Salesforce
11112381,Inactive Investor,Craig Charlton,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",charlton.craig@principal.com,,Salesforce
9580075,,Hayes Thomas,,,htsniffer@gmail.com,,List import
11175503,Inactive Investor,Gregory Feighan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Valhalla NY 100 Summit Lake Dr",gregory.2.feighan@ampf.com,,Salesforce
9577529,,Seo Dan,,,jineuns33@hanmail.net,,List import
11148433,Inactive Investor,David Goldman,,"Burch & Company, Inc",,,Salesforce
10989198,Inactive Investor,Tyler Oswald,Premier Banker,"Wells Fargo Clearing Services, LLC Spring TX 6621 Woodlands Pkwy",,,Salesforce
9567866,,Nicholas Danna,,,ndanna@adgwealth.com,,List import
10784078,Inactive Investor,Karen Parascandolo,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",karen_parascandolo@ml.com,,Salesforce
215316,,Clemens Wan,,[[Unknown]],clemens.wan@gmail.com,,Direct
10776158,Inactive Investor,Christine Lawritson,Financial Advisor,"Wells Fargo Clearing Services, LLC Sun City West AZ 19002 N R H Johnson Blvd",christine.l.lawritson@wellsfargo.com,,Salesforce
10806281,Inactive Investor,Russell Zarling,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 325 N Corporate Dr",russell.o.zarling@ampf.com,,Salesforce
9578296,,James Marroquin,,,jmarroquin@royalaa.com,,List import
11113955,Inactive Investor,Chris Pina,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1100 E 6600 S",chris.pina@ml.com,,Salesforce
10924872,Inactive Investor,Deborah Katich,Manager,Edward Jones Maryland Heights MO 170 Edward Jones Blvd,,,Salesforce
10994693,Inactive Investor,Temi Carda,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10644848,,Gerald Darko-Appianti,,,jdarko@williamblair.com,,List Import
11024514,Inactive Investor,Johnny Ng,Branch Manager;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",johnny.ng@stifel.com,,Salesforce
10911807,Inactive Investor,David Thompson,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;Managing Member,"Heritage Asset Management, LLC",dthompson@heritage-kc.com,,Salesforce
11040226,Inactive Investor,Jeran Van Alfen,Chief Compliance Officer;Financial Planner;Founder;Managing Member;Owner,Centered Financial,,,Salesforce
11113767,Inactive Investor,Wyatt Bacon,Service Associate,Morgan Stanley New York NY 55 E 52nd St,wyatt.bacon@morganstanley.com,,Salesforce
11057845,Inactive Investor,Christopher Soileau,,"Charles Schwab & Co., Inc. Lafayette LA 500 Settlers Trace Blvd",,,Salesforce
10959595,Inactive Investor,Bentzion Katz,,NYLIFE Securities LLC Monsey NY 23 Robert Pitt Dr,bkatz01@ft.newyorklife.com,,Salesforce
11191644,Inactive Investor,Jean Jumet,Corporate Compliance;Regulatory Contact;Vice President;Vice President - Corporate Compliance,"Raymond James & Associates, Inc.",jean.jumet@raymondjames.com,,Salesforce
10659697,,Regina Duncan,,,regina.duncan@primerica.com,,List Import
9611301,,Robert Munoz,,,rfm33@optonline.net,,List import
9540831,,Paul Sipio,,,paul.sipio@gs.com,,List Import
11212852,Inactive Investor,Aaron Kidd,,"FBL Marketing Services, LLC Provo UT 110 S 500 W",akidd@fbfs.com,,Salesforce
10785805,Inactive Investor,Shenequa Fludd,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,shenequa.fludd@fidelity.com,,Salesforce
9551168,,Judson Crowe,,,jcrowe.eth@gmail.com,,List import
11038078,Inactive Investor,George Mann,,"Osaic Wealth, Inc. Warrenville IL 28365 Davis Pkwy",,,Salesforce
11122130,Inactive Investor,Carrie Velasco,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,carrie.velasco@jpmorgan.com,,Salesforce
9542925,,Eric Abbe,,,eric.abbe@uboc.com,,List import
10904881,Inactive Investor,Edward Worthington,Financial Advisor;Vice President,"Harbor Investment Advisory, LLC",,,Salesforce
10924068,Inactive Investor,Erik Mayr,,"Securian Financial Services, Inc.",erik.mayr@securian.com,,Salesforce
10814659,Inactive Investor,Jing Wang,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jing.wang1@ml.com,,Salesforce
11199174,Inactive Investor,Aaron Tice,Chief Compliance Officer;Financial Advisor;Founder;Investment Advisor Representative;Managing Member,Delphi Wealth Partners,aaron.tice@delphiwealthpartners.com,,Salesforce
9627526,,Brent Coffey,,,coffeybrent@gmail.com,,List import
10916269,Inactive Investor,Pearl Dodd,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",,,Salesforce
11128131,Inactive Investor,James Fawcett,,PFS Investments Inc. Coraopolis PA 246 Moon Clinton Rd,,,Salesforce
9637231,,Kurt Hawkesworth,,,kah@rochdale.com,,List import
10809295,Inactive Investor,Paul Thompson,,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,paul.a.thompson@morganstanley.com,,Salesforce
11207566,Inactive Investor,Mark Alibrandi,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,mark.alibrandi@ubs.com,,Salesforce
10754747,Inactive Investor,Joan Wong,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joan.wong@schwab.com,,Salesforce
157597,,Brian Hopcraft,,[Unknown],brian.hopcraft@gmail.com,,
231617,, -,,[[Unknown]],colin@protocol.ai,,Organic Search
8468,,oli Ch,,[[Unknown]],rachistic@gmail.com,,Direct
9632925,,Danielle Bragale,,,bragaldy@dukes.jmu.edu,,List import
11211991,Inactive Investor,Nina Hoyle,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9547309,,Connor Loewen,,,connorloewen@gmail.com,,List import
9592064,,Tyler Papaz,,,tpapaz@cornerstone-companies.com,,List import
11088523,Inactive Investor,Benjamin Cochran,,"Northwestern Mutual Investment Services, LLC Decatur IL 240 S Main St",ben.cochran@nm.com,,Salesforce
10917069,Inactive Investor,Ralph Dexter,,"Centaurus Financial, Inc. Costa Mesa CA 2900 Bristol St",rdexter@cfiemail.com,,Salesforce
11122123,Inactive Investor,Michael Ritter,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",,,Salesforce
11056547,Inactive Investor,Michael Fosina,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.fosina@morganstanley.com,,Salesforce
11107011,Inactive Investor,Michael Baltzell,Chief Compliance Officer;Investment Advisor Representative;Senior Financial Advisor,Columbia River Financial Group,mike@columbiariverfg.com,,Salesforce
11044682,Inactive Investor,Scott Gatherum,,"Raymond James Financial Services, Inc. Corvallis OR 2657 NW Rolling Green Dr",scott.gatherum@raymondjames.com,,Salesforce
10937909,Inactive Investor,Anne Sechler,Operations Manager,"Bruce G. Allen Investments, LLC",anne@bgaillc.com,,Salesforce
230348,, -,,[[Unknown]],rkeane@atticusstone.com,,
10618097,,Thomas Ciesla,,,tciesla@retirementplanadvisors.com,,List Import
11201138,Inactive Investor,Ryan Tomer,Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C. Tampa FL 1410 N West Shore Blvd",rtomer@sequoia-financial.com,,Salesforce
11154622,Inactive Investor,Gerrie Gresham,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,gerrie.m.gresham.d90n@statefarm.com,,Salesforce
10951916,Inactive Investor,Leurys Moreno Aldana,,J.P. Morgan Securities LLC Orange Park FL 2293 Kingsley Ave,leurys.d.morenoaldana@chase.com,,Salesforce
9629807,,Olawuyi Odeyinka,,,felaodeyinka@yahoo.com,,List import
9548132,,Neil Hartzog,,,nhartzog@pcgct.com,,List import
11075044,Inactive Investor,Peter Meizels,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Sarasota FL 2 N Tamiami Trl,pmeizels@janney.com,,Salesforce
10249166,,Richard Ganem,,,rganem@austinphoenixresources.com,,Web Form Fillout
11058078,Inactive Investor,David Dean,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",david.dean@valic.com,,Salesforce
11178099,Inactive Investor,Eric Borsoni,Business Development Manager,Morgan Stanley McLean VA 1650 Tysons Blvd,eric.borsoni@morganstanley.com,,Salesforce
11048627,Inactive Investor,Marvin Sunpongco,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,marvin.sunpongco@primerica.com,,Salesforce
11171528,Inactive Investor,Asher Hamlin,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",asher.hamlin@nm.com,,Salesforce
9550799,,jerry nigro,,,jnigro@claybrookcapital.com,,List import
9618416,,Keith Hwang,,,keith@eaglepointglobal.com,,List import
10999131,Inactive Investor,Steven Nanez,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11048976,Inactive Investor,Kaiwen Ding,,Jefferies LLC,kding@jefferies.com,,Salesforce
11011755,Inactive Investor,Jacqueline Woods,,"Empower Financial Services, Inc Boston MA 100 Federal St",jacqueline.woods@empower.com,,Salesforce
10613442,,Ming Huang,Financial Advisor,,mhuang6@ml.com,,List Import
11053405,Inactive Investor,Jennifer Oravsky,Investment Advisor Representative;Senior Partner;Senior Wealth Planner,"Absher Wealth Management, LLC",jennifer@absherwealth.com,,Salesforce
10845105,Inactive Investor,Robert Willen,Portfolio Manager;Senior Wealth Advisor;Shareholder,"WBH Advisory, Inc.",rwillen@wbhadvisory.com,,Salesforce
10756447,Inactive Investor,Michael Sullivan,,Jefferies LLC,msullivan@jefferies.com,,Salesforce
10960892,Inactive Investor,Ryan Sebesta,Financial Advisor,Edward Jones Mexia TX 505 E Milam St,ryan.sebesta@edwardjones.com,,Salesforce
11118595,Inactive Investor,Charles Nunley,Client Associate,"Wells Fargo Advisors Financial Network, LLC Naperville IL 2056 Westings Ave",chuck.nunley@wfafinet.com,,Salesforce
11194269,,Yuri Narciss,,,yuri.narciss@alphaneural.io,,Web Form Fillout
10487615,,Randall Pickett,"Financial Advisor, Senior Vice President",LPL Financial LLC,randall.pickett@yahoo.com,,List Import
10919935,Inactive Investor,Tanner Kohl,Financial Advisor,Edward Jones Sunnyvale CA 438 S Murphy Ave,tanner.kohl@edwardjones.com,,Salesforce
5018236,,Guenther Ernst,,Lucky Trades LLC,eginla@yahoo.com,,Web Form Fillout
10861337,Inactive Investor,Sonya Robinson,,State Farm VP Management Corp.,sonyarobinson@statefarm.com,,Salesforce
10946009,Inactive Investor,Sean Dwyer,Senior Wealth Manager,Sage Financial Group Inc.,,,Salesforce
11210869,Inactive Investor,Ryan Hannegan,,"Truist Investment Services, Inc. Cockeysville MD 124 Shawan Rd",ryan.c.hannegan@truist.com,,Salesforce
9623003,,Aris Bachtiar,,,ariesbachtiar58@gmail.com,,List import
10777060,Inactive Investor,James Hunter,Financial Advisor,Morgan Stanley Boston MA 28 State St,james.y.hunter@morganstanley.com,,Salesforce
11073873,Inactive Investor,Robert Ibrahim,,"Steward Partners Investment Solutions, LLC Somerville NJ 73 Grove St",robert.ibrahim@stewardpartners.com,,Salesforce
9624703,,Blair Norton,,,blair.norton865@gmail.com,,List import
11153042,Inactive Investor,Cody Lapage,,Commonwealth Financial Network Saratoga Springs NY 628 Maple Ave,clapage@commonwealth.com,,Salesforce
11089952,Inactive Investor,Yen Wu,Chief Compliance Officer;Member,"1N Capital, LLC Hillsborough CA Private Residence",alice@1ncapital.com,,Salesforce
10943117,Inactive Investor,Michael Fontanini,,"Lion Street Financial, LLC",mfontanini@lionstreet.com,,Salesforce
11132781,Inactive Investor,Hunter Mctaggart,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,hunter.mctaggart@lpl.com,,Salesforce
9545942,,Nathan Montone,,,nathanmontone@gmail.com,,List import
11141902,Inactive Investor,Jake McGehee,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",jake_mcgeheeiii@ml.com,,Salesforce
10881645,Inactive Investor,Kyle Cassidy,,"Allstate Financial Services, LLC Camden SC 2195 W Dekalb St",kylecassidy@allstate.com,,Salesforce
11172383,Inactive Investor,Amoy Martin,,J.P. Morgan Securities LLC Palm Coast FL 214 Palm Coast Pkwy NE,amoy.martin@jpmorgan.com,,Salesforce
10929785,Inactive Investor,Darren Brennan,,"MML Investors Services, LLC",,,Salesforce
2084186,,Gene Foley,,,gfoley1@mac.com,,
11067890,Inactive Investor,Ellen Powers,Financial Advisor;Owner;Vice President,"Partners Capital Management, Inc.",,,Salesforce
11122596,Inactive Investor,Jonathan Camp,,"Truist Investment Services, Inc. Gastonia NC 3070 Union Rd",jonathan.camp@truist.com,,Salesforce
11088268,Inactive Investor,Andrew Cambron,,"Wells Fargo Clearing Services, LLC Sedona AZ 2201 W State Rte 89A",,,Salesforce
11065674,Inactive Investor,Ashley Brewster,Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,ashley.brewster@ubs.com,,Salesforce
10510325,,John Morgan,Managing Member,Connected Consultants,john@connectedconsultantsllc.com,,List Import
10485028,,Gary Wood,Chief Compliance Officer,Concorde Capital Corporation,gwood@concordeco.com,,List import
11024325,Inactive Investor,Courtney Mahoney,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Providence RI 500 Exchange St",courtney.chellgren@rbc.com,,Salesforce
333824,,Lacey Ryan,Receptionist,"Centeroak Adviser, L.p.",lryan@centeroakpartners.com,214-301-4201,Manual List Upload
11185007,Inactive Investor,Elizabeth Leska,,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",elizabeth.leska@wellsfargoadvisors.com,,Salesforce
9572837,,Richard Owens,,,rowens@massmutual.com,,List import
9628316,,Easton Price,,,easton@inspiredfinancial.biz,,List import
10990401,Inactive Investor,Ryan Farley,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
10909614,Inactive Investor,Elizabeth Drew Verdi,Relationship Manager,Rembert Pendleton Jackson,,,Salesforce
10872495,Inactive Investor,Frank Orlando,,LPL Financial LLC Matawan NJ 14 Cliffwood Ave,,,Salesforce
9571482,,Patrick Murtaugh,,,ptmrtgh@gmail.com,,List import
10954469,Inactive Investor,Margarita Tan-Hizo,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",margarita.tan-hizo@tfaconnect.com,,Salesforce
10787891,Inactive Investor,Dennis Cummings Perez,Senior Vice President - Investments,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
11172472,Inactive Investor,Garet Hickman,,"Western International Securities, Inc. Englewood CO 3790 S Broadway",ghickman@wisdirect.com,,Salesforce
10922724,Inactive Investor,Susan White,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11142086,Inactive Investor,David Rapoport,,"Signal Securities, Inc. Santa Rosa CA 1058 Wikiup Dr",drapoport@signalsecurities.com,,Salesforce
9582009,,Amy Cappellino,,,amy.cappellino@dm.investments,,List import
10792153,Inactive Investor,Jenny Dematteo,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,jenny.dematteo@fidelity.com,,Salesforce
10832163,Inactive Investor,Joel McConnell,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Elko NV 905 Railroad St,,,Salesforce
11149105,Inactive Investor,Alex Meister,,Deutsche Bank Securities Inc.,,,Salesforce
9607199,,PABLO ENRIQUE MARCOS,,,pemp4444@hotmail.com,,List import
11197730,Inactive Investor,Scott Betton,,"Wells Fargo Advisors Financial Network, LLC Midland TX 600 N Marienfeld St",scott.betton@wfafinet.com,,Salesforce
10616370,,Scott Stratford,,,scott_f_stratford@ml.com,,List Import
10778360,Inactive Investor,Susan Morse,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Melbourne FL 6905 N Wickham Rd,susan.morse@ubs.com,,Salesforce
9634389,,Kevin Turrubiartes,,,diegoturrubiartes2@gmail.com,,List import
11232084,Inactive Investor,Thomas Meade,Financial Advisor Trainee,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10616048,,David Winekoff,,,david.j.winekoff@ampf.com,,List Import
373512,,Bruce Li,,[Unknown],bruce.li@nkn.org,,source
10777784,Inactive Investor,Joshua Carter,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",,,Salesforce
9603013,,dong su CHang,,,dkj254@naver.com,,List import
11178924,Inactive Investor,Jonathan Carter,,J.P. Morgan Securities LLC Overland Park KS 7801 W 159th St,jonathan.carter@chase.com,,Salesforce
10831487,Inactive Investor,Robert Mork,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,robert.mork@ubs.com,,Salesforce
11174602,Inactive Investor,Matthew Soto,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",matthew.soto@equitable.com,,Salesforce
10755261,Inactive Investor,Marie Sieber,Financial Advisor,LPL Financial LLC Jensen Beach FL Private Residence,marie.sieber@lpl.com,,Salesforce
10616483,,Inakshi Sukhani,,,inakshi.sukhani@edwardjones.com,,List Import
10789115,Inactive Investor,Charles Lewis,Financial Advisor,LPL Financial LLC Seattle WA 12537 15th Ave NE,charlesb.lewis@lpl.com,,Salesforce
10614852,,Katherine Waters,"Executive Director, Financial Advisor, Financial Planning Specialist, Managing Director, Portfolio Manager, Senior Investment Ma",,kate.waters@morganstanley.com,,List Import
11176654,Inactive Investor,James Sutton,Financial Advisor;Senior Relationship Manager,Echo45 Advisors LLC,jsutton@echo45advisors.com,,Salesforce
11111897,Inactive Investor,Tricia Jones,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",tricia.jones@tiaa.org,,Salesforce
11004743,Inactive Investor,Tyler Wright,,"Osaic Wealth, Inc. Keller TX 118 W Olive St",,,Salesforce
347949,,Tim Dyer,Managing Director,"Sage Capital Advisors, Llc",tdyer@sage-cap.com,844-279-7243,Manual List Upload
11010223,Inactive Investor,William Owens,,NYLIFE Securities LLC Montgomery AL 4121 Carmichael Rd,wcowens02@ft.newyorklife.com,,Salesforce
10949613,Inactive Investor,Neha Bhuta,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
10782572,Inactive Investor,Sharon Hidaka,,"Wells Fargo Clearing Services, LLC Vancouver WA 700 Washington St",sharon.hidaka@wfadvisors.com,,Salesforce
228116,, -,,[[Unknown]],1@2.com,,
11030342,Inactive Investor,Sean Hetherton,Financial Advisor,Edward Jones Walled Lake MI 2655 E Oakley Park Rd,sean.hetherton@edwardjones.com,,Salesforce
10917576,Inactive Investor,Robert Hom,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",robert.hom@prudential.com,,Salesforce
10941698,Inactive Investor,Raymond De Stefano,,"Allstate Financial Services, LLC Floral Park NY 139 Tulip Ave",raymonddestefano@allstate.com,,Salesforce
11087378,Inactive Investor,Ryan Craner,Chief Executive Officer;Managing Member;President,Strategic Planning Group,rcraner@spgutah.com,,Salesforce
706,,,,,mariettasnapp@earthlink.net,,
9561555,,Timothy Roling,,,tim.roling@voya.com,,List import
10878203,Inactive Investor,Gordon McCay,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,gordon.mccay@fidelity.com,,Salesforce
10969173,Inactive Investor,Christopher Frank,,State Farm VP Management Corp. Jacksonville FL 9310 Old Kings Rd S,chris.frank.dkze@statefarm.com,,Salesforce
10614690,,Elena Benussi,"Assistant Vice President - Wealth Management, Financial Advisor, Portfolio Manager",,elena.benussi@morganstanley.com,,List Import
11128739,Inactive Investor,Brian Moorman,,"Private Client Services, LLC",bmoorman@kfg.com,,Salesforce
11044349,Inactive Investor,Matthew Sheridan,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9558076,,Joseph Boivin,,,joseph.boivin@evrealestate.com,,List import
11177389,Inactive Investor,John Rosenheim,Financial Professional,"MML Investors Services, LLC West Palm Beach FL 1615 Forum Pl",jrosenheim@financialguide.com,,Salesforce
11096978,Inactive Investor,Dale Bowers,Investment Advisor;President,World Wide Fund Management,,,Salesforce
11254533,Inactive Investor,Miguel Cano,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11087234,Inactive Investor,Robert Dragani,Financial Consultant,LPL Financial LLC Plymouth IN 615 W Jefferson St,robert.dragani@lpl.com,,Salesforce
11195257,Inactive Investor,Daniel Davis,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,,,Salesforce
11228627,Inactive Investor,William Myers,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10797902,Inactive Investor,Michael Billings,Partner,"Wells Fargo Advisors Financial Network, LLC Boise ID 401 W Front St",chris.billings@wfafinet.com,,Salesforce
11192438,Inactive Investor,Bradley Sabelhaus,Financial Advisor,Edward Jones Brownsburg IN 23 Motif Blvd,bradley.sabelhaus@edwardjones.com,,Salesforce
11042207,Inactive Investor,Darryl Newman,Wealth Advisor,Corient Itasca IL 2 Pierce Pl,darryl.newman@corient.com,,Salesforce
11038909,Inactive Investor,Jared Schneid,,"Beech Hill Securities, Inc.",,,Salesforce
10881036,Inactive Investor,Kim Nordmo,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,"Artience Capital Management, LLC",kim.nordmo@artiencecapital.com,,Salesforce
11219138,,Chad Olson,,,olsonc@ceteranetworks.com,,Other
11230829,Inactive Investor,Luke Pitcher,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",luke.pitcher@equitable.com,,Salesforce
10942345,Inactive Investor,Chris Pettit,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9546027,,Radu Juganaru,,,io_radu23@yahoo.com,,List import
11048975,Inactive Investor,Virginia Sotelo,,J.P. Morgan Securities LLC Pico Rivera CA 9270 Whittier Blvd,virginia.sotelo@jpmorgan.com,,Salesforce
11021629,Inactive Investor,Timothy Antaree,,J.P. Morgan Securities LLC Davis CA 330 E St,timothy.antaree@jpmorgan.com,,Salesforce
11127882,Inactive Investor,Yannick Rasmussen,,Fidelity Brokerage Services LLC Portsmouth NH 54 Maplewood Ave,yannick.rasmussen@fidelity.com,,Salesforce
11177199,Inactive Investor,Robert Nerem,,"Brokers International Financial Services, LLC.",rnerem@brokersifs.com,,Salesforce
11035786,Inactive Investor,Megan Daly,Assistant Vice President;Business Management Analyst;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",megan.daly@ml.com,,Salesforce
9597671,,David Vermeulen,,,dvermeulen@adviserinvestments.com,,List import
11212034,Inactive Investor,Elizabeth Marks,,Commonwealth Financial Network Pittsford NY 1478 Marsh Rd,emarks@commonwealth.com,,Salesforce
11168580,Inactive Investor,Moira Moriarty,,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,moira.moriarty@jpmorgan.com,,Salesforce
9558604,,Pokharel Bishnu,,,bsnu@outlook.com,,List import
11081509,Inactive Investor,Jessica Racicot,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jessica.racicot@fidelity.com,,Salesforce
10906523,Inactive Investor,Michael Bruggemann,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 700 Bishop St",michael.bruggemann@ampf.com,,Salesforce
11038735,Inactive Investor,Allen Hegener,,Newbridge Securities Corporation,ahegener@newbridgesecurities.com,,Salesforce
10977134,Inactive Investor,David Becker,,"Wells Fargo Clearing Services, LLC",,,Salesforce
338912,,Michael Pedulla,Director,"Dlj Real Estate Capital Partners, Llc",mpedulla@dljrecp.com,212-901-4928,Manual List Upload
11058132,Inactive Investor,Michael Wille,,"Truist Investment Services, Inc. New Bern NC 375 S Front St",mike.wille@truist.com,,Salesforce
349540,,John Thurlow,Financial Associate,Thrivent Investment Management Inc.,john.thurlow@thrivent.com,971-273-7069,
11110703,Inactive Investor,Robert Wang,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3353 Peachtree Rd NE",bob.wang@ampf.com,,Salesforce
10897140,Inactive Investor,Edgar Manjarrez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",edgar.manjarrez@ml.com,,Salesforce
9612377,,Michael Morcos,,,mmorcos@clearperspectiveadvisors.com,,List import
335359,,James Munsell,Senior Managing Director,Brock Fiduciary Services Llc,jmunsell@brockcapital.com,212-209-3000,Manual List Upload
83438,,Edward Goodnow,Member,Goodnow Investment Group Llc,egoodnow@goodnow.com,203-655-6272,Manual List Upload
10612026,,David Berretta,"Financial Advisor, Senior Vice President - Wealth Management",,dberretta@janney.com,,List Import
9632456,,Liz Forrest,,,liz.forrest@cbmoves.com,,List import
11186129,Inactive Investor,Brent Brookshire,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11190993,Inactive Investor,Kevin McGarry,Managing Partner;Principal,Valley Financial Group,kevin@valleyfinancial.com,,Salesforce
1003475,Inactive Investor,Lee Kyun-Dong,,Korea High Technology Investment Association,kdlee2215@gmail.com,,3rd Party Lead Gen
11122043,Inactive Investor,Jeffrey Dodson,,"Stifel, Nicolaus & Company, Incorporated",dodsonj@stifel.com,,Salesforce
10920620,Inactive Investor,James Adgar,,PlanMember Securities Corporation Alameda CA 2413 Webb Ave,jadgar@planmembersec.com,,Salesforce
10953610,Inactive Investor,Kilby Legg,Financial Advisor,Edward Jones Jenks OK 12141 S Elm St,kilby.legg@edwardjones.com,,Salesforce
10813416,Inactive Investor,Lisa Shepherd,,State Farm VP Management Corp. New Martinsville WV 1105 3rd St,,,Salesforce
10862528,Inactive Investor,Heath Trekell,,PFS Investments Inc. Menomonie WI 500 Main St E,heath.trekell@primerica.com,,Salesforce
11204673,Inactive Investor,Andrew Matson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",andrew.matson@schwab.com,,Salesforce
223000,,Philip Lee,"Chief Compliance Officer, Principal, Shareholder, Wealth Manager",Financially In Tune,philip@financiallyintune.com,781-587-0582,Organic Search
233974,, -,,[[Unknown]],cathysakplaw@gmail.com,,Organic Search
345191,,Talbot Albert,"Chairman Of The Board, CEO And CCO",Chapin Davis Asset Management,talbert@chapindavis.com,410-435-3200,Manual List Upload
9596426,,Michael Oreilly,,,michael@vistacp.com,,List import
347571,,Deborah Cunningham,"Exec Vice President, CIO-money Markets",Federated Investment Counseling,dcunningham@federatedinv.com,412-288-1900,Manual List Upload
11078284,Inactive Investor,David Moreno,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",david.moreno@nm.com,,Salesforce
10754302,Inactive Investor,John Novak,Associate Financial Advisor;Financial Planning Assistant,"Ameriprise Financial Services, LLC Dixon IL 739 N Brinton Ave",john.r.novak@ampf.com,,Salesforce
9587043,,Nicholas Boswell,Training Program Manager,Fisher Investments,n.boswell@fi.com,,List import
11235282,Inactive Investor,Jonathan Cottrell,Senior Wealth Advisor;Vice President,Mascoma Wealth Management,jonathan.cottrell@mascomabank.com,,Salesforce
10849410,Inactive Investor,James Lord,,Paladin Financial Topeka KS 2909 SW Plass Ct,,,Salesforce
10871907,Inactive Investor,Alejandro Ayaviri Castillo,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,alex.castillo@morganstanley.com,,Salesforce
11010865,Inactive Investor,Ayden Fleeharty,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,afleeharty@primerica.com,,Salesforce
11117149,Inactive Investor,Ronald Johnson,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,,,Salesforce
2324652,,Fulchan kumar Fulchan kumar,,,fulchankumar4482@gmail.com,,
10915045,Inactive Investor,Holly Marcin,,"Charles Schwab & Co., Inc. Freehold NJ 3425 US Hwy 9",holly.marcin@schwab.com,,Salesforce
11189921,Inactive Investor,Gavin Heidkamp,,"Allstate Financial Services, LLC Denver CO 3401 Quebec St",gavinheidkamp@allstate.com,,Salesforce
11199670,Inactive Investor,Larren Ross,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11134817,Inactive Investor,Kieran Paulino,,Fidelity Brokerage Services LLC,,,Salesforce
236,,,,,tombrown@250ok.co,,
350743,,Bradford Otis,Asset Manager,Cabot Properties L.p.,botis@cabotprop.com,617-723-7400,Manual List Upload
10596348,,Giovanni Cardoso,,,giovanniangeli@outlook.com,,Web Form Fillout
10821314,Inactive Investor,Peter Babbles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NY 6801 E Genesee St",peter.babbles@ml.com,,Salesforce
9598790,,Lena Stinson,,,lstinson@camdenwealth.com,,List Import
11025736,Inactive Investor,Ashley Johnson,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,ashleyjohnson@statefarm.com,,Salesforce
9569410,,Adam Hutt,,,amh@leviticuspartners.com,,List import
10816390,Inactive Investor,Christopher Steer,Financial Advisor,LPL Financial LLC Long Beach CA 3780 Kilroy Airport Way,chris.steer@lpl.com,,Salesforce
10844476,Inactive Investor,Troy Pieper,,State Farm VP Management Corp. Ballwin MO 16168 Westwoods Business Park,,,Salesforce
5259032,,gaha nuna,,,ygntsd@karenkey.com,,Web Form Fillout
10931199,Inactive Investor,Evan Carabello,,"Raymond James Financial Services, Inc. Denver CO 100 Garfield St",evan.carabello@raymondjames.com,,Salesforce
11057872,Inactive Investor,Sawyer D'Amato,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10615076,,Maryjo White,"Financial Advisor, Senior Vice President",,mary.jo.white@morganstanley.com,,List Import
11012683,Inactive Investor,Jonah Bremer,Financial Advisor,Thrivent Investment Management Inc.,jonah.bremer@thrivent.com,,Salesforce
11138431,Inactive Investor,Vincent Signorile,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",vincent.signorile@raymondjames.com,,Salesforce
10915576,Inactive Investor,Kristin Galeri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon S",,,Salesforce
11254252,Inactive Investor,Ebony Harris,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ebony_harris@vanguard.com,,Salesforce
10487139,,Christine Gammill,,"Equitable Advisors, LLC",christy@cbgwealth.com,,List Import
11027724,Inactive Investor,Tamara Reeves,,"Bankers Life Securities, Inc. Livonia MI 13602 Merriman Rd",tamara.reeves@bankerslife.com,,Salesforce
11237947,Inactive Investor,James Toliver,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jtoliver@performancetrust.com,,Salesforce
11132366,Inactive Investor,Edward Burnett,Financial Advisor,"Coordinated Capital Securities, Inc. Kenosha WI 2315 30th Ave",,,Salesforce
10814780,Inactive Investor,Susan Rose,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 250 Pearl St NW",susan.rose@stifel.com,,Salesforce
10867367,Inactive Investor,Adam Carey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,adam.carey@fidelity.com,,Salesforce
230541,, -,,[[Unknown]],climate2020@outlook.com,,
11209822,Inactive Investor,Samantha Devito,,J.P. Morgan Securities LLC Hercules CA 4040 San Pablo Ave,samantha.devito@jpmorgan.com,,Salesforce
10950123,Inactive Investor,Ryan Gordanier,,"Robinhood Financial, LLC Denver CO 2373 15th St",ryan.gordanier@robinhood.com,,Salesforce
10780012,Inactive Investor,Milind Parekh,Family Wealth Advisor;Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,milind.parekh@morganstanley.com,,Salesforce
11059397,Inactive Investor,Robert Bard,Director;Financial Planner;Member;Regulatory Contact,The Sum,mike@thesumplanning.com,,Salesforce
11109163,Inactive Investor,Mark Jaeger,,"IFP Securities, LLC Madison WI 1228 E Washington Ave",,,Salesforce
9606757,,Gabriel Burstein,,,gabrielburstein@yahoo.com,,List import
10828334,Inactive Investor,Steven Muse,Financial Advisor,Edward Jones Port Charlotte FL 1900 Tamiami Trl,steve.muse@edwardjones.com,,Salesforce
9550830,,Gracie Lee,,,gracielee63@aol.com,,List import
10925360,Inactive Investor,Michael Cooney,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10766238,Inactive Investor,Daniel Ambrefe,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,daniel.ambrefe@ubs.com,,Salesforce
10907855,Inactive Investor,John Fonaas,Senior Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Milwaukee WI 10401 W Innovation Dr",john.fonaas@claconnect.com,,Salesforce
10825921,Inactive Investor,Charles Belfiori,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",chuck.belfiori@ampf.com,,Salesforce
214619,,Christian Mäder,,Christian MÃ¤der,christian.maeder@bitcoinnews.ch,,Paid Social
10766152,Inactive Investor,Jianmin You,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Ellicott City MD 5072 Dorsey Hall Dr",jim.you@tfaconnect.com,,Salesforce
9622322,,Ira Auerbach,,,auerbach.ira@gmail.com,,List import
9573733,,Barry Cassese,,,barry@investorprotectionservices.com,,List import
11164820,Inactive Investor,Sharon Kapluto,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",sharon.kapluto@ml.com,,Salesforce
11139859,Inactive Investor,Steven Rosenberg,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,srosenberg@rockco.com,,Salesforce
11159347,Inactive Investor,John Hartnett,,J.P. Morgan Securities LLC Gurnee IL 6400 Grand Ave,,,Salesforce
337792,,Richard Coakley,Managing Member,Waypoint Strategic Advisors,rick@waypointus.com,843-873-4420,Manual List Upload
11031015,Inactive Investor,John Hoffman,,"Truist Investment Services, Inc. Orlando FL 444 E Michigan St",john.d.hoffman@truist.com,,Salesforce
10956004,Inactive Investor,Abigail Mallon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10841833,Inactive Investor,Valerie Kilgore,Senior Client Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",valerie.kilgore@rbc.com,,Salesforce
11035042,Inactive Investor,John Hubley,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10978182,Inactive Investor,Jeffrey Collyer,,"Bankers Life Securities, Inc. Englewood CO 8400 E Prentice Ave",jeffrey.collyer@bankerslife.com,,Salesforce
11123613,Inactive Investor,Scott Davis,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,scott_davis@vanguard.com,,Salesforce
208447,,Daniel William,,[Unknown],williamdrw@gmail.com,,
9594777,,Ulf Skreppen,,,kreppen@csmkee.com,,List import
10780421,Inactive Investor,Marc Cram,Managing Director;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Richmond VA 901 E Byrd St,marc.cram@morganstanley.com,,Salesforce
10788756,Inactive Investor,Richard Wagner,Financial Advisor,Edward Jones Camarillo CA 267 Village Commons Blvd,richard.wagner@edwardjones.com,,Salesforce
346956,,Drew Dampier,Partner,Argosy Capital,ddampier@argosycredit.com,610-971-9685,Manual List Upload
11169718,Inactive Investor,Patricia Cauble,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",patricia.cauble@tdameritrade.com,,Salesforce
11070221,Inactive Investor,Ignacio Holguin,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",ignacio.holguin@truist.com,,Salesforce
10978264,Inactive Investor,Robert Powers,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,bob.powers@fmr.com,,Salesforce
9548749,,???? ????????,,,gordei74@gmail.com,,List import
11058375,Inactive Investor,Natalie Kirk,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",natalie_kirk@ml.com,,Salesforce
225290,,Anthony Bacarella,,[Unknown],tbacarella@bdops.com,,Direct
9620671,,Judy Hunt,,,ju2hu@aol.com,,List import
9571935,,Juan Cerchiaro,,,cerchiaro55@hotmail.com,,List import
10903944,Inactive Investor,William Banister,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9639475,,Rob Thompson,,,rob.thompson@gtf.gatech.edu,,List import
11044960,Inactive Investor,Daniel Maloney,,"Avantax Investment Services, Inc.",daniel.maloney@avantax.com,,Salesforce
237503,, -,,[[Unknown]],mohsenrezaeimzm@gmail.com,,
10899757,Inactive Investor,Kyle Holecek,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",kyle.holecek@ml.com,,Salesforce
11060051,Inactive Investor,Anees Saifi,,GWN Securities Inc. Los Angeles CA 3435 Wilshire Blvd,asaifi@gwnsecurities.com,,Salesforce
10610522,,Paul Miedema,,,paulmiedema@hotmail.com,,Web Form Fillout
10858775,Inactive Investor,Devan Kennington,,"Allstate Financial Services, LLC Omaha NE 2063 N 156th St",devankennington@allstate.com,,Salesforce
10911634,Inactive Investor,Paige Harrison,Supervision Manager,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",paige.reese@wfadvisors.com,,Salesforce
11100913,Inactive Investor,Scott Trout,Financial Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,scott.trout@morganstanley.com,,Salesforce
10606629,,James Rogers,"National Sales Manager, President",Roosevelt Investments,jrogers@rooseveltinvestments.com,646-452-6700,List Import
10807964,Inactive Investor,Thomas Mccormack,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,thomas.mccormack@ubs.com,,Salesforce
10895219,Inactive Investor,Roy Book,,"Osaic Wealth, Inc. Lancaster PA 600J Eden Rd",,,Salesforce
351821,,Gauri Jadhav,Associate Portfolio Manager,Stonebridge Capital Advisors Llc,gjadhav@stonebridgecap.com,651-251-1000,Manual List Upload
10760411,Inactive Investor,Tara Orendorff,Client Advisor;Vice President,"Raymond James & Associates, Inc. Annapolis MD 2077 Somerville Rd",tara.orendorff@alexbrown.com,,Salesforce
10883005,Inactive Investor,Kayla Anley,,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",,,Salesforce
10922625,Inactive Investor,Melissa Fidalgo,,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",,,Salesforce
229911,, -,,[[Unknown]],dmsr11@live.com,,Organic Search
10827664,Inactive Investor,Robert Watkins,Financial Advisor;Financial Consultant,"Osaic Wealth, Inc. Utica NY 2508 Genesee St",,,Salesforce
10885581,Inactive Investor,Arthur Hsieh,,Cetera Advisors LLC Pasadena CA 255 S Marengo Ave,,,Salesforce
10658564,,Katie Halm,,,katie.halm@jpmorgan.com,,List Import
10755345,Inactive Investor,Tawana Anderson,Financial Advisor;Senior Client Service Associate,UBS Financial Services Inc. Hartford CT 1 State St,tawana.anderson@ubs.com,,Salesforce
32303,,Samantha Vassallo,Wealth Advisor,"SunTrust Advisory Services, Inc.",samantha.vassallo@suntrust.com,561-362-3531,
10772577,Inactive Investor,Patrick Welsh,,Sigma Financial Corporation Clearwater FL 1465 S Fort Harrison Ave,pwelsh@sigmarep.com,,Salesforce
10845620,Inactive Investor,Lora Tloczkowski,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,lora.tloczkowski@ubs.com,,Salesforce
10841091,Inactive Investor,Stephen Cota,Financial Advisor,LPL Financial LLC San Diego CA 1350 Rosecrans St,stephen.cota@lpl.com,,Salesforce
9620165,,Nick Fabiano,,,wwewee@i.ua,,List import
11230622,Inactive Investor,Kevin Howard,,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",kevin.howard@prudential.com,,Salesforce
9590647,,Melissa Yano,,,melissa@crfg-llc.com,,List import
10847406,Inactive Investor,Andrew O'Connor,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,andrew.oconnor@fmr.com,,Salesforce
10926849,Inactive Investor,Jonathan Peirson,Financial Advisor,LPL Financial LLC Cincinnati OH Private Residence,jonathan.peirson@lpl.com,,Salesforce
11206581,Inactive Investor,Kathryn French,Client Service Associate,LPL Financial LLC Lakeland FL 1401 S Florida Ave,kathryn.french@lpl.com,,Salesforce
10812727,Inactive Investor,Corbyn Hightower,President;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Naples FL 12272 Tamiami Trl E",corbyn.hightower@wfafinet.com,,Salesforce
11144242,Inactive Investor,Matthew Houghton,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,matthew.houghton@fidelity.com,,Salesforce
11030392,Inactive Investor,Jerry Ford,President,Advisory Services Network Draper UT 12012 S 700 E,,,Salesforce
10981180,Inactive Investor,Warren Wright,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11197392,Inactive Investor,Scott Bigott,,"Farmers Financial Solutions, LLC Houston TX 2825 Wilcrest Dr",sbigott@farmersagent.com,,Salesforce
11211744,Inactive Investor,Jeffrey Brandt,Private Wealth Advisor,"Ameriprise Financial Services, LLC Webster City IA 530 2nd St",jeffrey.w.brandt@ampf.com,,Salesforce
349228,,Kevin Sweeney,Partner,"Firethorn Wealth Partners, Llc",kevin@firethornwp.com,706-426-4243,Manual List Upload
352053,,Geoff Dann,President,"Dann Asset Advisors, Llc",gdann@dannasset.com,917-575-5307,Manual List Upload
11149781,Inactive Investor,Jun Seok Choe,,Citigroup Global Markets Inc.,,,Salesforce
11020331,Inactive Investor,Trevor Lowe,,J.P. Morgan Securities LLC Encino CA 16403 Ventura Blvd,trevor.lowe@chase.com,,Salesforce
11100342,Inactive Investor,Priya Rametra,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11161946,Inactive Investor,Sheila Spicehandler,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Chappaqua NY 12 Hardscrabble Hill Rd",sheila.spicehandler@wfafinet.com,,Salesforce
10489971,,Ashish Shah,"Accountant, Chief Compliance Officer, Managing Member, President",Shah Tax and Financial Planning Frisco TX Private Residence,shahplanning@gmail.com,,List Import
11085376,Inactive Investor,Daniel Orellano,,"First Heartland Capital, Inc. Little Rock AR Private Residence",dorellano@firstheartland.com,,Salesforce
10832845,Inactive Investor,Kelly Parkinson,Senior Financial Relationship Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",kelly.parkinson@wellsfargoadvisors.com,,Salesforce
334498,,Jesse Keipp,Analyst,Thompson Street Capital Manager Llc,jkeipp@tscp.com,314-727-2112,Manual List Upload
5401443,,mnhi pov,,,gqvneig643@pngintopdf.com,,Web Form Fillout
11014331,Inactive Investor,Nicholas Bustos,,"U.S. Bancorp Investments, Inc. Lake Forest CA 22405 El Toro Rd",,,Salesforce
11042387,Inactive Investor,Donald Storey,Financial Planner,"Pruco Securities, LLC. East Syracuse NY 108 Ball St",d.storey@prudential.com,,Salesforce
10758969,Inactive Investor,John Ruggiero,Financial Advisor;Financial Planning Specialist,Morgan Stanley Greenwich CT 1 Fawcett Pl,jc.ruggiero@morganstanley.com,,Salesforce
9643742,,Crypto Longhorn,,,cryptolonghorn@gmail.com,,List import
11179613,Inactive Investor,Thomas Whelan,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",tom.whelan@wellsfargoadvisors.com,,Salesforce
11033649,Inactive Investor,Angie Feng,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",angie_feng@ml.com,,Salesforce
11006859,Inactive Investor,Jasmit Gill,,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,jgill@rockco.com,,Salesforce
11099870,Inactive Investor,Gerald Vanderlugt,Founder;Partner;Regulatory Contact,JVL Wealth Strategies,jvl@jvlwealth.com,,Salesforce
10900080,Inactive Investor,Alexandros Vlahos,Financial Advisor,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,avlahos@janney.com,,Salesforce
352709,,Jerry Harbaugh,"CPA, Board Director","Mwa Financial Services, Inc.",jerry.harbaugh@modern-woodmen.org,309-558-3100,Manual List Upload
9561730,,Patrycja Maksymowicz,,,patrycja.m@opensolutions-london.co.uk,,List import
10830309,Inactive Investor,David Van Dyke,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redding CA 292 Hemsted Dr",david_c_vandyke@ml.com,,Salesforce
9554399,,Raul Rodriguez,,,evergreek@gmail.com,,List import
11017129,Inactive Investor,Lauren Maston,Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10826974,Inactive Investor,Bruce Agne,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,bruce.agne@lpl.com,,Salesforce
11064392,Inactive Investor,Karen Frigon,Chief Operations Officer;Member;Principal,Taylor Frigon Capital Management LLC San Luis Obispo CA 656 Santa Rosa St,kfrigon@taylorfrigon.com,,Salesforce
11065131,Inactive Investor,Jeremy Prickel,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
10930053,Inactive Investor,Thomas Rensvold,,"Empire State Financial, Inc.",trensvold@esfi.com,,Salesforce
11239029,Inactive Investor,Cheryl Ethier,,New York Life,cdethier@skwealth.com,,Salesforce
11009721,Inactive Investor,Leigh Piccolo,,Park Avenue Securities LLC New Haven CT 555 Long Wharf Dr,,,Salesforce
10775309,Inactive Investor,Mark Prince,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,mark.prince@morganstanley.com,,Salesforce
10779905,Inactive Investor,Brian Riccardi,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,brian.riccardi@morganstanley.com,,Salesforce
11149656,Inactive Investor,Ricardo Deleon,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10822332,Inactive Investor,Jun Kang,,NYLIFE Securities LLC Stratford CT 99 Hawley Ln,jkang@ft.newyorklife.com,,Salesforce
10801996,Inactive Investor,Alina Theobald,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
11056354,Inactive Investor,Patrick McElhatton,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",pmcelhatton@tiaa.org,,Salesforce
9609064,,david hass,,,niuswimr@aol.com,,List import
9621271,,Mauricio Maranho,,,mauricio.maranho@gmail.com,,List import
11056815,Inactive Investor,Brian Gadomski,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brian.gadomski@fidelity.com,,Salesforce
11127130,Inactive Investor,Evan Enisman,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 6365 NW 6th Way",,,Salesforce
11122167,Inactive Investor,Andrew Leech,Financial Advisor,Edward Jones Indianola IA 123 S Howard St,andy.leech@edwardjones.com,,Salesforce
11105407,Inactive Investor,James Caruso,Financial Advisor,Edward Jones Saint Louis MO 3668 S Geyer Rd,jim.caruso@edwardjones.com,,Salesforce
10855703,Inactive Investor,Troy Neily,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 302 Riverway Pl",troy.neily@ampf.com,,Salesforce
10475404,,EUNJI CHOI,,,ejm.kor@gmail.com,,Web Form Fillout
10936825,Inactive Investor,Jimmy Galindo,,LPL Financial LLC San Diego CA 4707 Executive Dr,jimmy.galindo@lpl.com,,Salesforce
10797851,Inactive Investor,Thomas Griffin,,GWN Securities Inc. Wytheville VA 580 W Main St,tgriffin@gwnsecurities.com,,Salesforce
10772059,Inactive Investor,Roberto Santos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",rsantos5@ml.com,,Salesforce
9596870,,Jennifer Luzzatto,,,jennifer@summitfinancialplanning.com,,List import
10865394,Inactive Investor,Danny Benedetti,Supervisory Officer;Vice President,"Citizens Securities, Inc.",danny.m.benedetti@ccoinvest.com,,Salesforce
11172404,Inactive Investor,Trevor Jacobson,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
9602696,,Craig Eissler,,,ceissler@halberthargrove.com,,List import
10804027,Inactive Investor,Billy Ma,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,billy.ma@morganstanleypwm.com,,Salesforce
335874,,Terri Laflam,,Rsm Us Wealth Management Llc,terri.laflam@mcgladrey.com,,
372845,,Shawn Condon,,United States,bluewolf0410@gmail.com,,source
105051,,Daniel Drouhard,,None,djdrouhard@gmail.com,512-667-0712,Paid Search
10929776,Inactive Investor,Steven Ruffini,,"The Leaders Group, Inc.",,,Salesforce
10775592,Inactive Investor,Kenneth Ludy,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,kenneth.ludy@fidelity.com,,Salesforce
9595948,,James Rooney,,,jrooney@corient.com,,List import
9621451,,Natchaya Kongkasriphet,,,n_o_natta3@hotmail.com,,List import
9545992,,Michael Murray,,,mmurray@sagepointadvisor.com,,List import
9578438,,Quentin Ledford,,,qledford@cambridgesecure.com,,List import
10875246,Inactive Investor,Carson Nix,Registered Client Service Associate,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",carson.nix@ampf.com,,Salesforce
1002755,Inactive Investor,Lisa Russell,CIO,Peak Trust Company,lrussell@peaktrust.com, +1 907 278 6775,
10494547,,Philip Ladewig,"Chief Compliance Officer, Financial Advisor, Managing Member","Ladewig Investment Management, LLC",pladewig@yahoo.com,,List Import
11199449,Inactive Investor,Aron Thompson,,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10959263,Inactive Investor,Bradley Piermantier,Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9555508,,David Greenberg,,,dgreenberg@massmutual.com,,
11031422,Inactive Investor,Amar Sayyed,,J.P. Morgan Securities LLC Olathe KS 14802 W 117th St,amar.sayyed@jpmorgan.com,,Salesforce
9555696,,John Lau,,,mstephens@lfsfinance.com,,List import
11210440,Inactive Investor,Andrew Simmons,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",asimmons5@ml.com,,Salesforce
11040821,Inactive Investor,Raul Martinez,,PFS Investments Inc. San Antonio TX 911 Isom Rd,,,Salesforce
10956944,Inactive Investor,Joseph Houben,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10828328,Inactive Investor,Jonathan Meenach,Financial Advisor,Edward Jones Ashville OH 3400 State Rte 752,jonathan.meenach@edwardjones.com,,Salesforce
338338,,Christopher Radigan,Partner,Whitney & Company,cradigan@whitneycompany.net,585-232-6200,Manual List Upload
9632563,,Aka Kumar,,,akarora01.dga@gmail.com,,List import
9592424,,Alex Halen,,,ahalen89@gmail.com,,List import
11012679,Inactive Investor,Christopher Burmeister,Financial Advisor,Edward Jones Vancouver WA 10706 NW Lakeshore Ave,burmeister@edwardjones.com,,Salesforce
11161498,Inactive Investor,Sue Patrick,,"Trustmont Financial Group, Inc. Woodbury TN 109 Lester St",,,Salesforce
11151960,Inactive Investor,Joseph Spinelli,,"American Portfolios Financial Services, Inc. Rochester NY 350 Linden Oaks Dr",,,Salesforce
145832,,Chris Rogers,,[Unknown],chrisrogers0822@gmail.com,,
11131695,Inactive Investor,Weldon Britton,,GWN Securities Inc. Charlotte NC 10710 Sikes Pl,wbritton@gwnsecurities.com,,Salesforce
9559505,,Alina Monisov,,,amonisov@e-winslow.com,,List import
10970376,Inactive Investor,Lloyd Deguzman,,PFS Investments Inc. East Rutherford NJ 1 Madison St,lloyd.deguzman@primerica.com,,Salesforce
11016917,Inactive Investor,Jonathan Melde,Financial Advisor,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8675 N Scottsdale Rd",jonathan.m.melde@wellsfargo.com,,Salesforce
234870,, -,,[[Unknown]],melissabelback76@gmail.com,,
10769480,Inactive Investor,Adeel Eijaz,Portfolio Manager,UBS Financial Services Inc.,adeel.eijaz@ubs.com,,Salesforce
11236708,Inactive Investor,Brian Blankenburg,Wealth Advisor,Wilon Wealth Management,brian@wilonwm.com,,Salesforce
176203,,Vince Knowles,Investments & Strategy Manager,[Unknown],vince@ceniarthllc.com,,Database Upload
10890626,Inactive Investor,Whitney Rogers,Financial Advisor,Edward Jones Mount Pleasant IA 114 E Monroe St,whitney.rogers@edwardjones.com,,Salesforce
9551097,,Sheryll Yee,,,syee@commonwealth.com,,List import
8480604,,Josh Danforth,Senior Wealth Advisor,MAI Capital Management LLC,joshua.danforth@mai.capital,(216) 920-4800,List Import
10759803,Inactive Investor,Eric Hinds,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",eric_hinds@ml.com,,Salesforce
9638857,,Robert Higdon,,,rhigdon@tuftsmedicalcenter.org,,List import
11147625,Inactive Investor,David Stubbs,,"Raymond James & Associates, Inc. San Francisco CA 1 Embarcadero Ctr",david.stubbs@raymondjames.com,,Salesforce
11017468,Inactive Investor,Ryan Deluccio,Chief Technology Officer,OWLFA LLC Houston TX 1601 Westheimer,,,Salesforce
9552082,,Paul Jacobi,,,pjacob@wexford.com,,List import
10917177,Inactive Investor,David Rom,,State Farm VP Management Corp. Inverness FL 507 W Main St,david.rom.p4hs@statefarm.com,,Salesforce
11141162,Inactive Investor,Grant Rawdin,Chairman;Chief Executive Officer;Founder;Managing Board;Member;President;Regulatory Contact,Wescott Financial Advisory Group LLC,grawdin@wescott.com,,Salesforce
10617375,,Adam Clemens,,,adam.x.clemens@jpmorgan.com,,List Import
10484909,,Michael Parikh,"Chief Compliance Officer, Chief Investment Officer, Managing Member","M Street Capital, LLC",mparikh@pwadvisors.com,,List Import
10531773,,Michael Acio,Compliance,CFN,mike.acio@gmail.com,8583737114,List Import
11049303,Inactive Investor,Craig Haddock,Financial Advisor,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,,,Salesforce
10993825,Inactive Investor,Jill Bingaman,,"Pruco Securities, LLC. Lebanon PA Private Residence",jill.bingaman@prudential.com,,Salesforce
116519,,Nasser Ali,Director - Financial Advisory Services,Lincoln Financial Advisors Corporation,nasser.ali@lfg.com,410-771-5664,
175307,,John Richard,City Comptroller & Chairperson,[Unknown],jrichard@leominster-ma.gov, +1 978 534 7503,Database Upload
9571350,,James Morrow,,,jammyjimbo@gmail.com,,List import
374394,,Nathan Bailey,Principal And Portfolio Manager,Opus Capital Management,nbailey@opusinc.com,513-621-6787,Manual List Upload
10869658,Inactive Investor,Rex Massey,,State Farm VP Management Corp. Dyersville IA 337 1st Ave E,rex.massey.sfxj@statefarm.com,,Salesforce
10778654,Inactive Investor,Ashita Johnson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",,,Salesforce
10846888,Inactive Investor,Sarah Norris,Director - Portfolio and Wealth Advisory;Partner,"BBR Partners, LLC",snorris@bbrpartners.com,,Salesforce
11181118,Inactive Investor,Peter Pelonis,,J.P. Morgan Securities LLC Bellflower CA 16804 Bellflower Blvd,pete.pelonis@chase.com,,Salesforce
10762947,Inactive Investor,Curt Arcement,,"Raymond James Financial Services, Inc. Lafayette LA 201 Rue Iberville",curt.arcement@raymondjames.com,,Salesforce
10867019,Inactive Investor,Lyubov Kulik,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,lyubov_kulik@glic.com,,Salesforce
11131870,Inactive Investor,Danial Anderson,,Key Investment Services LLC Toledo OH 4106 Talmadge Rd,danial.anderson@key.com,,Salesforce
11066046,Inactive Investor,Robert Bianco,,"Centaurus Financial, Inc. Smithtown NY 116 Terry Rd",rbianco@cfiemail.com,,Salesforce
9547983,,Juseung Rhee,,,juseungrhee@gmail.com,,List import
11097657,Inactive Investor,Steven Kanouse,,"Avantax Investment Services, Inc. Riverside CA 4781 Arlington Ave",,,Salesforce
10818855,Inactive Investor,Jennifer Tontillo,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",jennifer.tontillo@tiaa.org,,Salesforce
10945147,Inactive Investor,Luis Gomez,,"Wells Fargo Clearing Services, LLC Miami FL 11725 Sherri Ln",luis.gomez@wellsfargo.com,,Salesforce
11028598,Inactive Investor,Dustin Hicklin,,"Northwestern Mutual Investment Services, LLC Boulder CO 2060 Broadway",dustin.n.hicklin@nm.com,,Salesforce
10795115,Inactive Investor,Jason Hackmann,,"M Holdings Securities, Inc. Saint Louis MO 7700 Bonhomme Ave",jason.hackmann@mfin.com,,Salesforce
10761518,Inactive Investor,Robin Rudolph,Wealth Management Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,robin.rudolph@morganstanley.com,,Salesforce
11126362,Inactive Investor,Lauren Olander,Chief Compliance Officer,"BCS Wealth Management, LLC Johnson City TN 801C Sunset Dr",lolander@bcswealth.com,,Salesforce
343528,,Clark Mantini,Business Development Analyst,"Halifax Investment Management, L.l.c.",cmantini@thehalifaxgroup.com,202-530-8300,Manual List Upload
11092788,Inactive Investor,Kathryn Schlick,Financial Advisor,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
11030997,Inactive Investor,Raymond Creamer,,"MML Investors Services, LLC Cumberland RI Private Residence",,,Salesforce
10816268,Inactive Investor,Casey Caliva,Financial Advisor,Edward Jones San Diego CA 2222 Fern St,casey.caliva@edwardjones.com,,Salesforce
10801654,Inactive Investor,David Durnan,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",david_durnan@ml.com,,Salesforce
9591747,,Sher Les,,,sherlyn.leelx@gmail.com,,List import
11134118,Inactive Investor,Gerilyn Denny,Financial Advisor;Portfolio Manager,Morgan Stanley Seattle WA 601 Union St,gerilyn.denny@morganstanley.com,,Salesforce
11048538,Inactive Investor,Floyd Peterson,,State Farm VP Management Corp. Perris CA 1850 N Perris Blvd,pete.peterson.piez@statefarm.com,,Salesforce
10840378,Inactive Investor,Alfred Zimmerman,Financial Advisor,LPL Financial LLC Hurst TX 860 Airport Fwy,al.zimmerman@lpl.com,,Salesforce
217467,,Case Eichenberger,,[Unknown],ceichenberger@brinkercapital.com,,
11114263,Inactive Investor,Heather Reich,First Vice President;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,hreich@rockco.com,,Salesforce
10647759,,Donald Bechter,,,dbechter@rmbcap.com,,List Import
9551061,,Jennifer Robb,,,jennifer.robb@voya.com,,List import
10774147,Inactive Investor,Melissa Frederick,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,melissa.frederick@fidelity.com,,Salesforce
11070513,Inactive Investor,Thomas Hickey,Financial Professional,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,thomas.p.hickey@lpl.com,,Salesforce
11157747,Inactive Investor,Lawrence Segers,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",lawrence.e.segers@wellsfargoadvisors.com,,Salesforce
11145152,Inactive Investor,Siavash Ghazikalaye,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
10909946,Inactive Investor,Michelle Doffek,,LPL Financial LLC Newington CT 944 Main St,michelle.doffek@lpl.com,,Salesforce
10532162,,James Anderson,,,jamesanderson30605@gmail.com,,Web Form Fillout
9608772,,Claudio Zanett,,,cg@zanettfunds.com,,List import
11054892,Inactive Investor,Anas Elbery,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,aelbery@primerica.com,,Salesforce
10893295,Inactive Investor,Robert Devers,,"Avantax Investment Services, Inc. Jonesboro AR 2424 E Matthews Ave",,,Salesforce
11201060,Inactive Investor,Mark Bollum,Financial Advisor,"Ameriprise Financial Services, LLC Saint Peter MN 422 S Minnesota Ave",mark.h.bollum@ampf.com,,Salesforce
10842139,Inactive Investor,Thomas McDonnell,Vice President,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",thomas.mcdonnell@stifel.com,,Salesforce
10989831,Inactive Investor,Alec Bausch,,Aurora Securities Saint Louis MO 8740 Big Bend Blvd,,,Salesforce
9565312,,Andrea Goldman Nagel,,,damian.sachs@icloud.com,,List import
11013311,Inactive Investor,Christopher Gloria,,Jefferies LLC,cgloria@jefferies.com,,Salesforce
9570255,,Paul Post,,,paul.post@transamerica.com,,List import
11143113,Inactive Investor,Youkyung Kim,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",youkyungkim@financialguide.com,,Salesforce
10782612,Inactive Investor,Khanthamaly Phanthavong,,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,khanthamaly.phanthavong@jpmorgan.com,,Salesforce
11188656,Inactive Investor,Victoria Moran,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,victoria.moran@morganstanley.com,,Salesforce
10900243,Inactive Investor,Hongyu Guo,,State Farm VP Management Corp. Flushing NY 4138 College Point Blvd,,,Salesforce
10875019,Inactive Investor,Joe Patrick,,"Kestra Investment Services, LLC Roswell GA 302 Bombay Ln",joe@kestrafinancial.com,,Salesforce
9598730,,Danielo Picache,,,checapi.danielo@gmail.com,,List import
11123700,Inactive Investor,Samuel Wallace,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newark NJ 176 South St",,,Salesforce
213997,,Shane Philip,,[Unknown],shane@saphilip.com,,
10773829,Inactive Investor,Jason Bobrowitz,Regional Vice President,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,jason.bobrowitz@primerica.com,,Salesforce
10937237,Inactive Investor,Joshua Thaggard,Financial Advisor,LPL Financial LLC Birmingham AL 2100 3rd Ave N,josh.thaggard@lpl.com,,Salesforce
9629893,,Adam Chamberlain,,,achambe81@yahoo.com,,List import
10953168,Inactive Investor,Alex Elbert,Investment Advisor,"Osaic Wealth, Inc. Algona IA 111 E Call St",,,Salesforce
11173584,Inactive Investor,Timothy Jirak,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10900 Wayzata Blvd",timothy.r.jirak@ampf.com,,Salesforce
10895387,Inactive Investor,Emanuel Gonzalez,Financial Advisor;Vice President,SageSpring Wealth Partners,manny.gonzalez@swinvestmentgroup.com,,Salesforce
11132138,Inactive Investor,Marieteo Padiong,Advisor,Brighton Jones LLC,,,Salesforce
11146055,Inactive Investor,Scott Sutton,Chief Compliance Officer;Owner,Sutton Financial Group,scott@suttonfinancialgroup.net,,Salesforce
10488921,,Steven Gerisch,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,scgerisch@gmail.com,,List Import
10856637,Inactive Investor,Scott Macolino,Director - Investments,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
9648314,,Zachary Standley,,,zns757@gmail.com,,List import
10977307,Inactive Investor,Peter Rappmund,Investment Advisor Representative,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",peter.rappmund@voya.com,,Salesforce
10766268,Inactive Investor,Jeffrey Ross,Chief Compliance Officer;Managing Principal,"Main Street Investment Advisors, LLC",jross@msinvadv.com,,Salesforce
10983445,Inactive Investor,Ronaldo Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 1077 E Sahara Ave",ronaldo.garcia@ml.com,,Salesforce
107831,,Darrell Minott,,Bank of America,djmbilbo@aol.com,302-593-6195,Organic Search
10963509,Inactive Investor,Raymund Respicio,,"Wells Fargo Clearing Services, LLC Moraga CA 1399 Moraga Way",raymund.c.respicio@wellsfargo.com,,Salesforce
11211653,Inactive Investor,Mark Garvey,Financial Planner,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",mark.garvey@prudential.com,,Salesforce
9589516,,Janice Dunston,,,jdunston@verizon.net,,List import
11289633,,Karnail Bassi,,,karnailbassi101@gmail.com,,Web Form Fillout
9592059,,Robert Lind,,,robert.lind@lindcapitalpartners.com,,List import
10978380,Inactive Investor,Richard Brown,,"OneAmerica Securities, Inc. Macon GA 2034 Vineville Ave",,,Salesforce
11071150,Inactive Investor,Declan Ange,,J.P. Morgan Securities LLC Independence OH 7703 Broadview Rd,declan.ange@jpmorgan.com,,Salesforce
11015870,Inactive Investor,Matthew Lankford,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",matthew.d.lankford@ml.com,,Salesforce
9574036,,King Coho,,,kingcoho@protonmail.com,,List import
11078296,Inactive Investor,Chad Abel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11102457,Inactive Investor,Jason Kalil,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",,,Salesforce
10914503,Inactive Investor,Adam Schifano,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adam_schifano@vanguard.com,,Salesforce
10620082,,Thomas Hogan,,,thogan@wintrustwealth.com,,List Import
10792044,Inactive Investor,Dmitrij Maslovskij,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,dmitrij.maslovskij@fidelity.com,,Salesforce
11094807,Inactive Investor,Henry Muller,,UBS Financial Services Inc. San Diego CA 600 W Broadway,henry.muller@ubs.com,,Salesforce
336891,,Scott Trease,Managing Member,"Sapere Wealth Management, Llc",scott.trease@sapere.com,704-321-5244,Manual List Upload
11089667,Inactive Investor,Michael Goldsmith,Financial Consultant,LPL Financial LLC Massapequa NY 549 Broadway,michael.goldsmith@lpl.com,,Salesforce
11026780,Inactive Investor,Pamela Jenkins,,"Wells Fargo Clearing Services, LLC Spring TX 21314 Kuykendahl Rd",,,Salesforce
10959187,Inactive Investor,Jack Boyland,,"Truist Investment Services, Inc. Palm Beach FL 125 Worth Ave",jack.boyland@truist.com,,Salesforce
10844987,Inactive Investor,Surendra Dave,Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Bethesda MD 6550 Rock Spring Dr,sdave@edelmanfinancialengines.com,,Salesforce
11088674,Inactive Investor,Daniel Nampha,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,daniel.nampha@fmr.com,,Salesforce
10952918,Inactive Investor,Franco Fruggiero,,J.P. Morgan Securities LLC Hollywood FL 11100 Pembroke Rd,franco.j.fruggiero@chase.com,,Salesforce
11207800,Inactive Investor,Venita Yellapah,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,venita.yellapah@ubs.com,,Salesforce
10820166,Inactive Investor,Roger Kuperman,,"Steward Partners Investment Solutions, LLC Hendersonville NC 210 3rd Ave W",roger.kuperman@stewardpartners.com,,Salesforce
10911447,Inactive Investor,Anthony Machiano,,"Allstate Financial Services, LLC Bay Shore NY 67 E Main St",anthonymachiano@allstate.com,,Salesforce
11116937,Inactive Investor,Catherine Fix,,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,catherine.fix@jpmorgan.com,,Salesforce
10615330,,Eric Hado,"Financial Advisor, Vice President",,eric.hado@morganstanley.com,,List Import
10951737,Inactive Investor,Amos Warren,Executive Vice President,M&R Capital Management Inc,awarren@mrcapco.com,,Salesforce
9584541,,Andrew Baillie,,,andrew.baillie@securitiesamerica.com,,List import
10487084,,Marcus Freel,"Private Client Advisor, Vice President",J.P. Morgan Securities LLC,marcus.freel@jpmorgan.com,,List Import
11162576,Inactive Investor,Eliza Gonzalez,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",eliza.gonzalez@empower.com,,Salesforce
145942,,Ruben Delbono,,[Unknown],dario@delbono.com.ar,,
11294766,,Chirag Hirani,,,chigz1979@yahoo.co.uk,07961101085,Web Form Fillout
10877789,Inactive Investor,Claudia Jimenez,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",claudia.jimenez@wellsfargoadvisors.com,,Salesforce
11071277,Inactive Investor,Keith Fetzer,,"Avantax Investment Services, Inc. Johnstown PA 622 Demuth St",,,Salesforce
10980524,Inactive Investor,Stephen Everett,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",severett@saybruspartners.com,,Salesforce
10510241,,Dana Moody,Account Manager,FTSE Russell,dana.moody@lseg.com,,List Import
10934599,Inactive Investor,Robert Stanlick,Financial Advisor,LPL Financial LLC Colorado Springs CO 2153 Chuckwagon Rd,robert.stanlick@lpl.com,,Salesforce
11231347,Inactive Investor,Halie Murray,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",halie.murray@ml.com,,Salesforce
11134920,Inactive Investor,Michael Stevens,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",michael_a_stevens@ml.com,,Salesforce
11053724,Inactive Investor,Wendy Sachs,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,wendy.sachs@thrivent.com,,Salesforce
11135080,Inactive Investor,Eric Luber,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Norfolk NE 208 N 5th St",eric.a.luber@ampf.com,,Salesforce
109572,,Marle Z,,NA,marlecz@aol.com,,
11056890,Inactive Investor,Joshua Ruiz,Wealth Planning Associate,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
9625345,,Joseph Elmasri,,,joeelmasri@gmail.com,,List import
10982964,Inactive Investor,Iori Omura,,Wealthfront Brokerage LLC,iori@wealthfront.com,,Salesforce
11147893,Inactive Investor,Mahesh Palriwala,,NYLIFE Securities LLC Dedham MA Private Residence,mpalriwala@ft.newyorklife.com,,Salesforce
9567992,,Christopher Lo,,,christopherl@vulcan.com,,List import
9614704,,Nick Bänninger,,,nick@solarchain.ch,,List import
11057550,Inactive Investor,Robert Gragnani,Director;Senior Vice President,Davenport & Company LLC,rgragnani@investdavenport.com,,Salesforce
10839073,Inactive Investor,Jennette Williams,,LPL Financial LLC Montgomery AL 8116 Old Federal Rd,jennette.williams@lpl.com,,Salesforce
10993254,Inactive Investor,Albina Jashari,,J.P. Morgan Securities LLC Niles IL 9300 N Milwaukee Ave,albina.jashari@chase.com,,Salesforce
10834362,Inactive Investor,Jeffrey Hegstrom,Financial Advisor;Vice President - Investments,Wedbush Securities Inc. Lake Oswego OR 5885 Meadows Rd,jeffrey.hegstrom@wedbush.com,,Salesforce
10780908,Inactive Investor,Joice Lee,,"U.S. Bancorp Advisors, LLC San Francisco CA 350 California St",joice.lee@unionbank.com,,Salesforce
9648145,,Yasir Dallali,,,yd@smartanz.com,,List import
10882720,Inactive Investor,Darren Osbahr,Partner;Wealth Manager,Creative Planning,darren.osbahr@creativeplanning.com,,Salesforce
10963229,Inactive Investor,Vanessa Downer,,J.P. Morgan Securities LLC Boston MA 160 Federal St,vanessa.downer@jpmorgan.com,,Salesforce
10832203,Inactive Investor,Randall Andrews,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,randall.andrews@primerica.com,,Salesforce
335192,,Stacie Paoletti,"Svp, Chief Operating Officer Of Natixis Investment Managers Solutions","Natixis Advisors, Llc",stacie.paoletti@ngam.natixis.com,617-449-2802,Manual List Upload
10804177,Inactive Investor,Kimberly Baldwin,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated South Bend IN 130 S Main St",baldwink@stifel.com,,Salesforce
10956007,Inactive Investor,Robert Corraliza,,Fidelity Brokerage Services LLC,,,Salesforce
10821364,Inactive Investor,John Puricelli,Financial Advisor,Edward Jones Chesterfield MO 16090 Swingley Ridge Rd,john.puricelli@edwardjones.com,,Salesforce
11143278,Inactive Investor,Gary Richman,Financial Advisor;President,"Ameriprise Financial Services, LLC Owings Mills MD 300 Red Brook Blvd",gary.richman@ampf.com,,Salesforce
9609134,,Adam James,,,ad_hussain@hotmail.com,,List import
10827654,Inactive Investor,Thomas Keiser,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",thomas.keiser@rbc.com,,Salesforce
9544420,,Chris Doll,,,cdoll04@gmail.com,,List import
11174075,Inactive Investor,Kyle Reise,,"Private Portfolio Partners, LLC",,,Salesforce
11053967,Inactive Investor,Nicholas Christensen,,"Raymond James Financial Services, Inc. Portland OR 7455 SW Bridgeport Rd",nicholas.christensen@raymondjames.com,,Salesforce
6739057,,Brianne Armstrong,,,jokhtascib@eurokool.com,,Web Form Fillout
11147276,Inactive Investor,Michael Nunes,,"Allstate Financial Services, LLC Sandy UT 675 E Union Sq",michaelnunes@allstate.com,,Salesforce
229137,, -,,[[Unknown]],esall@signatureny.com,,
11122056,Inactive Investor,Peter Coppinger,,J.P. Morgan Securities LLC Deer Park NY 615 Grand Blvd,peter.coppinger@jpmorgan.com,,Salesforce
9545746,,Michael OHara,,,mohara@stlawu.edu,,List import
10615840,,Jackie Emerick,,,jack.emerick@chase.com,,List Import
7536862,,Dalton Smith,,,moyeja9250@dogemn.com,,Web Form Fillout
11105063,Inactive Investor,Brian Valcourt,Financial Advisor,"Citizens Securities, Inc. Providence RI 792 Hope St",brian.valcourt@citizenssecurities.com,,Salesforce
10809369,Inactive Investor,Thomas Harlan,,"Raymond James Financial Services, Inc. Encino CA 16133 Ventura Blvd",thomas.harlan@raymondjames.com,,Salesforce
10854174,Inactive Investor,Rene Mendoza,Financial Advisor,"Wells Fargo Clearing Services, LLC Clovis CA 1851 Herndon Ave",rene.a.mendoza@wellsfargoadvisors.com,,Salesforce
11170766,Inactive Investor,Alexis Armbrust,Client Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
11208206,Inactive Investor,Patrick Lizza,Branch Manager;Director;Financial Advisor,UBS Financial Services Inc. Indian Wells CA 75280 US Hwy 111,patrick.lizza@ubs.com,,Salesforce
234564,, -,,[[Unknown]],ton960@yahoo.co.jp,,
11023779,Inactive Investor,Kelly Fong,Financial Advisor,"M Holdings Securities, Inc. San Jose CA 2635 N 1st St",,,Salesforce
10788493,Inactive Investor,Jeffrey Channell,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jeffrey.channell@tiaa-cref.org,,Salesforce
9619526,,Artem Zhilkin,,,jilkinartem@gmail.com,,List import
11166439,Inactive Investor,Kevin Pabst,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",,,Salesforce
11038740,Inactive Investor,Sameer Shehadi,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10766922,Inactive Investor,Guy Magen,Financial Advisor;International Client Advisor;Vice President,Morgan Stanley New York NY 1585 Broadway,guy.magen@morganstanleypwm.com,,Salesforce
11122468,Inactive Investor,Andy Sivash,,Deutsche Bank Securities Inc.,andy@deutschewealth.com,,Salesforce
10960012,Inactive Investor,James Carroll,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,james.carroll@fmr.com,,Salesforce
11161348,Inactive Investor,Anthony Freeman,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",anthony.freeman@wellsfargo.com,,Salesforce
10861574,Inactive Investor,John Osterbaan,,Cetera Advisor Networks LLC Middleville MI Private Residence,,,Salesforce
10904595,Inactive Investor,Jodi Gadberry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jodi.gadberry@fidelity.com,,Salesforce
10985397,Inactive Investor,Nathanael Grieco,,"Bankers Life Securities, Inc. Topeka KS 3750 SW Burlingame Rd",nathanael.grieco@bankerslife.com,,Salesforce
11069316,Inactive Investor,Daniel Kirslis,Financial Advisor;Partner,Chicory Wealth,dankirslis@chicorywealth.com,,Salesforce
11019208,Inactive Investor,Adam Gamboa,,J.P. Morgan Securities LLC Englewood NJ 50 Grand Ave,adam.gamboa@jpmorgan.com,,Salesforce
10794278,Inactive Investor,Spencer Madden,Financial Advisor,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",spencer.madden@wellsfargoadvisors.com,,Salesforce
10899943,Inactive Investor,Robert Geiger,,PNC Investments Newtown Square PA 3607 W Chester Pike,robert.geiger@pnc.com,,Salesforce
11014549,Inactive Investor,Julian Blake,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jrblake@ft.newyorklife.com,,Salesforce
10779346,Inactive Investor,Charles Jones,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Huntsville AL 305 Church St SW,chuck.jones@morganstanley.com,,Salesforce
11163020,Inactive Investor,Andrew Rader,,Sollinda Capital Management LLC Hickory NC 200 1st Ave NW,,,Salesforce
11185126,Inactive Investor,Charles Morris,,NYLIFE Securities LLC Kingsport TN 1339 Moreland Dr,wmorris@ft.newyorklife.com,,Salesforce
11059502,Inactive Investor,Jason Renken,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,jason.renken@primerica.com,,Salesforce
10619247,,James Gregga,,,james.gregga@morganstanley.com,,List Import
10389495,,Ravi Ada,,,raviada@dobeyond.com,,Web Form Fillout
10892555,Inactive Investor,Timothy Procita,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Martinsburg WV 310 Renaissance Dr",tim.procita@nm.com,,Salesforce
10861904,Inactive Investor,John Mckewen,Chief Compliance Officer;Owner,"J. H. McKewen III & Associates, LLC Columbus OH 579 High St",,,Salesforce
11234191,Inactive Investor,Kyle Hagan-Collins,,"Citizens Securities, Inc.",,,Salesforce
11043317,Inactive Investor,Christopher Nielsen,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
10868980,Inactive Investor,Brad Zaglin,,"Osaic Wealth, Inc. Commack NY 340 Veterans Memorial Hwy",,,Salesforce
10799679,Inactive Investor,Vincent Pernice,Regional Vice President,PFS Investments Inc. Massapequa NY 898 N Broadway,vincent.pernice@primerica.com,,Salesforce
9559034,,Pallab Ghosh,,,pallabghosh01@gmail.com,,List import
9592096,,Allison Petchenick,,,apetchenick@icgadvisors.com,,List Import
10824458,Inactive Investor,Brandon Hutchison,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",brandon.hutchison@ml.com,,Salesforce
10986629,Inactive Investor,Xiaoyu Du,,Goldman Sachs & Co.,,,Salesforce
373792,,Jeff Brandt,,[Unknown],jeffbrandt4@hotmail.com,,source
10871201,Inactive Investor,Eric Castillo,Associate;Senior Client Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,eric.m.castillo@jpmorgan.com,,Salesforce
10786209,Inactive Investor,Jimmy Hoyt,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
9630219,,Rizqia Nur Fadhila,,,dhila@indonesiacrypto.network,,List import
10805197,Inactive Investor,Sean Flannery,,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",sean.p.flannery@ampf.com,,Salesforce
10802964,Inactive Investor,Jessica Thompson,,"Wells Fargo Clearing Services, LLC Warren NJ 112 Mountain Ave",,,Salesforce
10790842,Inactive Investor,Kuanmei Huang,,Fidelity Brokerage Services LLC,,,Salesforce
10785132,Inactive Investor,Jill Schildkraut-Katz,Director - Alternative Investments;Family Wealth Director;Managing Director;Private Wealth Advisor;Workplace Advisor - Equity Co,Morgan Stanley New York NY 399 Park Ave,jill.schildkraut-katz@morganstanley.com,,Salesforce
10845796,Inactive Investor,Raafat Iskander,,"Calton & Associates, Inc. West Covina CA 100 N Citrus St",riskander@calton.com,,Salesforce
11167665,Inactive Investor,Jason Pueschel,,"Patrick Capital Markets, LLC",jpueschel@patrickcapital.com,,Salesforce
11069962,Inactive Investor,Melissa Haley,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",mhaley@tiaa.org,,Salesforce
9586860,,Laura Gardner,,,lgardner@tlcadvisory.com,,List import
11144046,Inactive Investor,Matthew Sullivan,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",matthew.r.sullivan@ml.com,,Salesforce
11107314,Inactive Investor,Tina Clarke,,J.P. Morgan Securities LLC Bronx NY 1536 Westchester Ave,tina.clarke@chase.com,,Salesforce
10964485,Inactive Investor,Zachary White,,MooMoo Financial Inc.,,,Salesforce
11236806,Inactive Investor,Joseph Allen,Financial Advisor,"Inspire Advisors, LLC",joseph.allen@inspireadvisors.com,813-997-7183,Salesforce
11048058,Inactive Investor,Donald Jefferies,Financial Advisor,LPL Financial LLC Theodore AL Private Residence,scott.jefferies@lpl.com,,Salesforce
10944259,Inactive Investor,William Call,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",brad.call@prudential.com,,Salesforce
353343,,Jonathan Eldridge,,,jonathaneldridge@gmail.com,,
10793661,Inactive Investor,Rena Noe,Financial Planner,LPL Financial LLC Lafayette IN 100 Executive Dr,rena.noe@lpl.com,,Salesforce
10962028,Inactive Investor,James Cox,,"Realized Financial, Inc.",,,Salesforce
11084734,Inactive Investor,Ellen Koenig,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",ellen.koenig@prudential.com,,Salesforce
9545016,,Den Murphy,,,dennis@dmurphy.net,,List import
10943804,Inactive Investor,Jisoo Moon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11174067,Inactive Investor,Valery Oswald,Chief Compliance Officer;Managing Member;Managing Partner;Regulatory Contact,"Epic Wealth Management, LLC",valery@epicwealthok.com,,Salesforce
9636267,,Boris Gutin,,,bgutin@gcpcapital.com,,List import
10970856,Inactive Investor,Susan Marsh,,"American Fidelity Securities, Inc.",sue.schlunegger@americanfidelity.com,,Salesforce
11115628,Inactive Investor,Alyssa Evans,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10878094,Inactive Investor,Chad Sakumoto,Chief Compliance Officer;Member;Principal,Humble Capital Management LLC,chad@humblecapital.com,,Salesforce
10929897,Inactive Investor,Robert Miller,Investment Manager,MPWM Advisory Solutions LLC,,,Salesforce
9634929,,Ramez Sousou,,,rsousou@towerbrook.com,,List import
10894532,Inactive Investor,Theresa Marcinek,Senior Investment Associate,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",theresa.marcinek@rbc.com,,Salesforce
11141051,Inactive Investor,Nicole Babin,,Edward Jones Dripping Springs TX 102 Old Fitzhugh Rd,,,Salesforce
10820131,Inactive Investor,Mario Giammarco,,"Herold & Lantern Investments, Inc. Staten Island NY 1190 Hylan Blvd",,,Salesforce
11057110,Inactive Investor,Aishanoor Koyas,,Goldman Sachs & Co.,,,Salesforce
9547430,,Venkat Ramnath,,,sujithmaddi@ymail.com,,List import
11007741,Inactive Investor,Sean Gordon,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
11260380,Inactive Investor,Andres Perez Pacheco,,"Equitable Advisors, LLC Ponce PR 606 Ave Tito Castro",,,Salesforce
11173459,Inactive Investor,Erik Carlson,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",erik.carlson@nm.com,,Salesforce
10614905,,Andrew Kaskel,Financial Advisor,,andrew.kaskel@morganstanley.com,,List Import
4817896,,Avan Thakkar,,,avanjohn@gmail.com,,Web Form Fillout
10930688,Inactive Investor,James Lewis,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
10617560,,Angel Sapundzhiev,,,angel.sapundzhiev@primerica.com,,List Import
10819509,Inactive Investor,Molly McCormack,Managing Director,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",mmccormack@tiaa-cref.org,,Salesforce
10656401,,Dean Labelle,,,dean.labelle@ceterafs.com,,List Import
11000949,Inactive Investor,Joseph Hayes,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",joseph.hayes@equitable.com,,Salesforce
11092106,Inactive Investor,Roseann Scibetta,Member,"Garden State Retirement Specialists, LLC",,,Salesforce
10870943,Inactive Investor,Francisco Hernandez,,PFS Investments Inc. Bakersfield CA 1522 18th St,francisco.hernandez@primerica.com,,Salesforce
10976580,Inactive Investor,Miguel Montejano,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",,,Salesforce
10753863,Inactive Investor,Timothy Lewis,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Brainerd MN 315 E River Rd",tim.b.lewis@ampf.com,,Salesforce
10659474,,Katie Makey,,,kmakey@moneyconcepts.com,,List Import
9560101,,Michael Kc,,,michaelkc03@gmail.com,,List import
9630432,,Lurdes Garcia,,,lurdesgarcia104@gmail.com,,List import
11176023,Inactive Investor,Allison Thoms,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 170 Broad St",allison.thoms@bofa.com,,Salesforce
10908875,Inactive Investor,A'Sha Bratton,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
123628,,Ann Jevne,Senior Wealth Advisor,"Gyl Financial Synergies, Llc",ajevne@gylfinsyn.com,203-682-4651,
11168858,Inactive Investor,Diane Denham,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Lawton OK 3908 NW Elm Ave",diane.denham@stifel.com,,Salesforce
11001325,Inactive Investor,Nathan Levin,,Cetera Advisor Networks LLC Lake Zurich IL 765 Ela Rd,,,Salesforce
10809947,Inactive Investor,Shelly Newman,Financial Advisor,Edward Jones Commack NY 2193 Jericho Tpke,shelly.newman@edwardjones.com,,Salesforce
11198854,Inactive Investor,Houssam Moussa,,J.P. Morgan Securities LLC Brooklyn NY 444 5th Ave,houssam.moussa@jpmorgan.com,,Salesforce
345470,,Sheri Fitts,CMO,"Sheridan Road Advisors, Llc, A Hub International C",sfitts@sheridanroad.com,847-205-9073,Manual List Upload
10959769,Inactive Investor,Robert Papa,,PFS Investments Inc. San Diego CA 7220 Trade St,rpapa@primerica.com,,Salesforce
11103091,Inactive Investor,Joshua Kennedy,Financial Advisor,"W&S Brokerage Services, Inc. Covington KY 909 Wrightsummit Pkwy",,,Salesforce
11195622,Inactive Investor,Shaun Dorsett,,Santander Securities LLC Asbury Park NJ 901 W Park Ave,shaun.dorsett@santander.us,,Salesforce
10762557,Inactive Investor,Pamela Mason,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
9635938,,Erin Zylka,,,ezylka@resoluteadvisor.com,,List import
339970,,Kimberly Ausborn,Assistant Compliance Officer,Bradford Financial Center,kim@bradfordfinancialcenter.com,515-532-6661,Manual List Upload
10769817,Inactive Investor,Leba Eshaghoff,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,leba.eshaghoff@ubs.com,,Salesforce
11140984,Inactive Investor,Gary Hanson,Financial Advisor;Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",gary.hanson@wellsfargoadvisors.com,,Salesforce
10899966,Inactive Investor,Penelope Hogan,,TD Private Client Wealth LLC,penelope.hogan@td.com,,Salesforce
11034383,Inactive Investor,Nisheet Patel,Senior Director,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11264727,Inactive Investor,Michael Paoli,,Rockefeller Capital Management,mdellipaoli@rockco.com,,Salesforce
10820810,Inactive Investor,James Laurent,Financial Advisor,Lincoln Investment Pittsburgh PA 4701 Baptist Rd,jlaurent@lincolninvestment.com,,Salesforce
10510184,,Dave Dali,Head of Portfolio Strategy,Matthews Asia,david.dali@matthewsasia.com,,List Import
10936820,Inactive Investor,Amanda Erwine,,State Farm VP Management Corp. Pataskala OH 210 E Broad St,amandaerwine@statefarm.com,,Salesforce
10494179,,J. Stephen Feinour,,Stradley Ronon,jfeinourjr@stradely.com,,List Import
10897250,Inactive Investor,Connie Campbell,,LPL Financial LLC Eagle River WI 300 E Wall St,connie.campbell@lpl.com,,Salesforce
11128221,Inactive Investor,Dillon Hoel,Financial Advisor,Morgan Stanley Champaign IL 1806 Fox Dr,dillon.hoel@morganstanley.com,,Salesforce
10812313,Inactive Investor,Daniel Rodriguez,,"Osaic Wealth, Inc. Fort Lauderdale FL 900 S Pine Island Rd",,,Salesforce
10644854,,Dawn Edwards,,,dawn.edwards@nm.com,,List Import
10804261,Inactive Investor,Jeremy Siragusa,,"Raymond James Financial Services, Inc. Omaha NE 14010 Fnb Pkwy",jeremy.siragusa@raymondjames.com,,Salesforce
161780,,Theo Vh,,[Unknown],theo.19@icloud.com,,
10656359,,Charles Williams,,,charles.williams@ifpartners.com,,List Import
674,,,,,z-simplet@sfr.fr,,
11167819,Inactive Investor,Antonio Pascual,,PFS Investments Inc. Honolulu HI 2153 N King St,apascual@primerica.com,,Salesforce
10912390,Inactive Investor,Shelley Schudlich,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Naples FL 3777 Tamiami Trl N",,,Salesforce
11000491,Inactive Investor,Thomas Difiore,Financial Advisor,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11167230,Inactive Investor,John Alexander,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
240191,,Colin Steinberg,,[Unknown],csteinberg@schechterinvestments.com,800-937-0767,Database Upload
352546,,Jeff Robinson,Sales Partner,Alphacentric Advisors Llc,jeff.robinson@multifunds.com,787-334-1781,Manual List Upload
9592723,,Raman Ghei,,,raman@tower-view.com,,List import
11086597,Inactive Investor,Thomas Glavin,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wisconsin Rapids WI 111 24th St S",thomas.j.glavin@ampf.com,,Salesforce
11123744,Inactive Investor,Randy Walker,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Winston Salem NC 2150 Country Club Rd",randy.k.walker@ampf.com,,Salesforce
9645688,,Semos Gardner,,,semosg@msn.com,,List import
10964979,Inactive Investor,Liam Ambrosio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",liam.ambrosio@ml.com,,Salesforce
218697,,Karen Rodríguez,,[Unknown],karen11n@hotmail.com,,Direct
11069876,Inactive Investor,Kathryn Garrison,Chief Wealth Strategist,"Fulcrum Capital, LLC",kathryn@fulcrumcapllc.com,,Salesforce
11097210,Inactive Investor,Josh Legendre,Associate,Edward Jones Houma LA 6100 W Park Ave,josh.legendre@edwardjones.com,,Salesforce
10932092,Inactive Investor,Michael Alder,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
10867294,Inactive Investor,Richard Walls,,State Farm VP Management Corp. Littleton CO 10394 W Chatfield Ave,,,Salesforce
10939376,Inactive Investor,John Kopeck,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",,,Salesforce
10908361,Inactive Investor,Glenn Nagamine,,"Osaic FS, Inc. Aptos CA Private Residence",,,Salesforce
10836270,Inactive Investor,Mark Grisedale,,LPL Financial LLC Morgan Hill CA 17500 Depot St,mark.grisedale@lpl.com,,Salesforce
11254761,Inactive Investor,Mohammad Omair,,Deutsche Bank Securities Inc.,,,Salesforce
11188016,Inactive Investor,Margaret Henes,,"Northwestern Mutual Investment Services, LLC Brookfield WI Private Residence",marge.henes@nm.com,,Salesforce
10946582,Inactive Investor,Michael Luft,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.luft@fidelity.com,,Salesforce
10506000,,Cameron Knight,Wealth Specialist,Victory Capital Management,cknight@vcm.com,800-235-8396,List import
10857816,Inactive Investor,Chad Parker,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1905 The Alameda",chad.j.parker@ampf.com,,Salesforce
11174180,Inactive Investor,Brandon Correa,Investment Advisor,Thrive Portfolios Roseville CA Private Residence,,,Salesforce
10966167,Inactive Investor,Rong Jian Jiang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated College Point NY 1415 College Point Blvd",,,Salesforce
10883833,Inactive Investor,Shannon Fernandez,Financial Advisor,LPL Financial LLC Valdosta GA 3543 N Crossing Cir,shannon.fernandez@lpl.com,,Salesforce
10926118,Inactive Investor,Adam Heggelund,Financial Advisor,Edward Jones Bigfork MT 104 Jewel Basin Ct,adam.heggelund@edwardjones.com,,Salesforce
11102625,Inactive Investor,Harry Guenther,,"Cambridge Investment Research, Inc. Mt Pleasant MI Private Residence",hguenther@cambridgeresource.com,,Salesforce
10611511,,Michael Taverner,"Wealth Advisor, Wealth Management Advisor",,mike.taverner@lpl.com,,List Import
11207147,Inactive Investor,Kevin Moran,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",kevin.moran@equitable.com,,Salesforce
371674,,Scott Del Tufo,,United States,sdeltufo@me.com,,Salesforce
9616917,,Doug Wardley,,,doug.wardley@lpl.com,,List import
10833784,Inactive Investor,Thomas Whalen,,PFS Investments Inc. Rice Lake WI 11 E Eau Claire St,thomas.whalen@primerica.com,,Salesforce
246442,,test gregg,,[Unknown],gregggg@gmail.com,,
352081,,Guy Cook,Partner,"Black Bay Energy Capital, Llc",guy@blackbayenergy.com,504-227-3020,Manual List Upload
10834150,Inactive Investor,Julie Nhan,Senior Registered Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,julie.nhan@morganstanley.com,,Salesforce
143401,,Michael Cammarata,"Advisor, Financial Planner, Financial Professional","MML Investors Services, LLC",mcammarata@financialguide.com,443-492-6600,
353170,,Roel Schouwenberg,"Director, Intelligence & Research",schouwio,roelbbg@schouw.io,,Event
10856697,Inactive Investor,Robert Pagliarini,Chief Compliance Officer;President,"Pacifica Wealth Advisors, Inc. Mission Viejo CA 26021 Acero",,,Salesforce
11096575,Inactive Investor,Katherine Scott,,"Empower Financial Services, Inc",katherine.scott@gwrs.com,,Salesforce
10878464,Inactive Investor,Joshua Hunter,Senior Wealth Advisor,"Gratus Capital, LLC",jhunter@gratuscapital.com,,Salesforce
10614888,,Louis Intorre,"Financial Advisor, Senior Vice President",,louis.intorre@morganstanley.com,,List Import
341819,,Ryan Abbe,"Head, Real Estate Investment",Medalist Partners Corporate Finance Llc,rabbe@jmpsecurities.com,678-392-3150,Manual List Upload
10386336,,vicky kumar,,,vickychauhan9939@gmail.com,,Web form fillout
5712994,,Ergest Gjini Pirro,,,ergest40@yahoo.com,,Web Form Fillout
11188593,Inactive Investor,Jacob Figueira,Financial Consultant;Senior Vice President,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",jacob.figueira@schwab.com,,Salesforce
10505218,,Tania Hollander,MARKETING MANAGER,YCHARTS,tania@ycharts.com,3128414084,List Import
11077124,Inactive Investor,Inez Lipman-Richardson,,"Osaic Wealth, Inc. Pikesville MD 1829 Reisterstown Rd",,,Salesforce
9559898,,Robert Richardson,,,robrichardson@frontierwealth.com,,List import
11021951,Inactive Investor,Jason Pischke,,"FBL Marketing Services, LLC Garner IA 65 State St",jason.pischke@fbfs.com,,Salesforce
11086340,Inactive Investor,Youssef Fareed,Financial Advisor,LPL Financial LLC Nashville TN Private Residence,youssef.fareed@lpl.com,,Salesforce
11218537,,Richard Cohn,,,rcohn@aicrep.com,,List Import
184296,,Daniel Tejada,,[Unknown],daniel.tejada21@hotmail.com,,source
10791184,Inactive Investor,Jeffrey Pearce,Senior Financial Advisor,"Vermillion Financial Advisors, Inc.",jpearce@vermillionfinancial.com,,Salesforce
11234336,Inactive Investor,Lucy Johnson,Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,lucy.johnson@morganstanley.com,,Salesforce
10916335,Inactive Investor,Kameko Winborn,,Citigroup Global Markets Inc.,,,Salesforce
10848790,Inactive Investor,Alvaro De Lucas Collantes,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alvaro.collantes@ubs.com,,Salesforce
9549880,,Martin Cabrera,,,cabrerachristian@hotmail.com,,List import
11168449,Inactive Investor,Mark Jenkins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.jenkins@fmr.com,,Salesforce
10981867,Inactive Investor,Scott Dickens,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",scott.dickens@schwab.com,,Salesforce
10661602,,Scott Goldberg,,,s.goldberg@banklife.com,,List Import
10843800,Inactive Investor,Lon Dircks,,Huntleigh Securities Corporation,ldircks@hntlgh.com,,Salesforce
10956327,Inactive Investor,Eduardo De La Fuente Hernandez,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10757642,Inactive Investor,Scott Merhige,Managing Director - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 7370 College Pkwy",scott.merhige@wellsfargoadvisors.com,,Salesforce
11164590,Inactive Investor,Pietro Catalano,,"Allstate Financial Services, LLC Bayside NY 21814 Northern Blvd",pietrocatalano@allstate.com,,Salesforce
11171207,Inactive Investor,Nilda Tsoukalas,,PFS Investments Inc. Miami FL 7955 NW 12th St,ntsoukalas@primerica.com,,Salesforce
9584639,,Tyrone Brown,,,tyronedaemp@gmail.com,,List import
9551463,,Robert Brivio,,,rbrivio@dkpartners.com,,List import
11000469,Inactive Investor,Joe Gautier,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",joe.gautier@nm.com,,Salesforce
10696172,,Vineeta Raketich,,Kovitz Investment Group LLC,vraketich@kovitz.com,,List Import
11063733,Inactive Investor,Douglas Trent,,"Avantax Investment Services, Inc. Mckinney TX Private Residence",,,Salesforce
11166861,Inactive Investor,Robert Shade,Financial Advisor,Edward Jones Greensboro NC 3300 Battleground Ave,r.john.shade@edwardjones.com,,Salesforce
11219725,,Michael Miranda,,,michael.miranda@bmo.com,,Other
10853296,Inactive Investor,Larry Kendrick,Investment Advisor Representative,LPL Financial LLC South Jordan UT 406 W South Jordan Pkwy,larry.kendrick@lpl.com,,Salesforce
78776,,Cesar Lemus,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,cesar.lemus@thrivent.com,,
11049875,Inactive Investor,Nancy Protopapas,Relationship Manager,"Principal Securities, Inc. Holmdel NJ Private Residence",protopapas.nancy@principal.com,,Salesforce
10987529,Inactive Investor,Kendall Kakugawa,Financial Advisor,Shiraishi Financial Group Advisors,kendall@shiraishifinancialgroup.com,,Salesforce
343474,,Alexandra Pike,Senior Solicitor,Rathbones,alexandra.pike@rathbones.com, -2366773,Manual List Upload
11205394,Inactive Investor,Amrinder Dhaliwal,Senior Client Associate,"Wells Fargo Clearing Services, LLC Lodi CA 701 S Ham Ln",amrinder.dhaliwal@wellsfargo.com,,Salesforce
11196066,Inactive Investor,Michael Dunne,Financial Advisor,"Cereus Financial Advisors, LLC",michael@cereusfinancial.com,,Salesforce
10973247,Inactive Investor,Robert Giroux,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11236896,Inactive Investor,Cheri Turner,Financial Advisor,"Client First Capital, LLC",cheri@clientfirstcap.com,,Salesforce
10867326,Inactive Investor,Florencia Manero,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,florencia.manero@jpmorgan.com,,Salesforce
9555605,,Peter castine,,,petercastine@gmail.com,,List import
11143849,Inactive Investor,Jon Rice,,"Raymond James Financial Services, Inc. Pensacola FL Private Residence",jon.rice@raymondjames.com,,Salesforce
171099,,Julien Le Roux,,[Unknown],sweatshoop_shoop@hotmail.fr,,
9542262,,Nick Hebert,,,vegito13@comcast.net,,List import
10888807,Inactive Investor,Ronald Velez,,Vanguard Marketing Corporation,ronald_velez@vanguard.com,,Salesforce
222492,,ANSHUL Jain,,[Unknown],itsaj123@gmail.com,,
10797611,Inactive Investor,Tod Shoffler,Wealth Advisor,LPL Financial LLC Villas NJ 1010 Bayshore Rd,tod.shoffler@lpl.com,,Salesforce
10805017,Inactive Investor,Timothy Stocker,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",timothy.stocker@rbc.com,,Salesforce
11176017,Inactive Investor,Lacey Blue,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",lacey.blue@ml.com,,Salesforce
11071566,Inactive Investor,Richard Steronko,Financial Advisor;Investment Advisor,"Willamette Financial Advisors, LLC",,,Salesforce
11067466,Inactive Investor,Ashley Higbee,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10773011,Inactive Investor,Joseph Faris,Financial Representative;Senior Financial Representative,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",joseph.faris@nm.com,,Salesforce
11165423,Inactive Investor,Dennis Synesael,,LPL Financial LLC Lafayette IN 2020 Union St,dennis.synesael@lpl.com,,Salesforce
11048857,Inactive Investor,David Toyomura,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Kahului HI 33 Lono Ave,david.toyomura@morganstanley.com,,Salesforce
10596900,,Chris Parzyuck,,Prudential,christopher.parzyck@prudential.com,412-501-5032,Web Form Fillout
10826223,Inactive Investor,Frank Bove,,Park Avenue Securities LLC Garden City NY 900 Stewart Ave,frank_bove@glic.com,,Salesforce
11082228,Inactive Investor,Stephen Lungo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,steve.lungo@fmr.com,,Salesforce
10974448,Inactive Investor,Kenny Vuong,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
11070429,Inactive Investor,Michael O'Brien,Chief Compliance Officer;Partner;President,"O'Brien Investment Management, LLC",michael@obrienim.com,,Salesforce
234227,, -,,[[Unknown]],darzo24@gmail.com,,Paid Search
10846240,Inactive Investor,Cameron Bodily,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10611704,,Ricky Chernok,Financial Advisor,,rick.chernok@wellsfargoadvisors.com,,List Import
10955874,Inactive Investor,Zain Merchant,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,zain.merchant@fmr.com,,Salesforce
10428360,,Tai Erum,,,tai1983@gmail.com,,Web Form Fillout
236926,, -,,[[Unknown]],thallobrien1@gmail.com,,
10884138,Inactive Investor,Emmanuel Huereca,Financial Advisor,"Ameriprise Financial Services, LLC San Mateo CA 1900 OFarrell St",emmanuel.huereca@ampf.com,,Salesforce
10755555,Inactive Investor,Kurt Williams,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",kurt.j.williams@ml.com,,Salesforce
10813139,Inactive Investor,Danielle Boone,Financial Advisor,Morgan Stanley Seattle WA 601 Union St,danielle.boone@morganstanley.com,,Salesforce
44610,,Steven Miller,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",steve.miller@transamerica.com,678-638-0200,
374393,,George Goldman,,US Strolling Securities,ggoldman@usstrollingsec.com,631-804-0212,Salesforce
10970137,Inactive Investor,Yina Yoon,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,yyoon01@ft.newyorklife.com,,Salesforce
11260700,Inactive Investor,Gabe Bowers,,"J.W. Cole Financial, Inc. Boone IA 811 Keeler St",,,Salesforce
11260673,Inactive Investor,Eleanor Millwood,Wealth Consultant,"First Citizens Investor Services, Inc. Fort Lauderdale FL 6555 N Federal Hwy",,,Salesforce
11044090,Inactive Investor,Irvin Urken,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",irvin.urken@nm.com,,Salesforce
11210006,Inactive Investor,Brandon McCauley,,"Ameriprise Financial Services, LLC Farmington MI 35405 Grand River Ave",brandon.mccauley@ampf.com,,Salesforce
11010735,Inactive Investor,Tina Taylor,,"Northwestern Mutual Investment Services, LLC Columbus OH 7700 Rivers Edge Dr",,,Salesforce
10799902,Inactive Investor,Katherine Clayton,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,,,Salesforce
10802296,Inactive Investor,Sylvia Spranger,Portfolio Associate,Morgan Stanley San Francisco CA 101 California St,sylvia.spranger@morganstanley.com,,Salesforce
11130593,Inactive Investor,Ronald Lam,Financial Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",ronald.lam@ampf.com,,Salesforce
10790418,Inactive Investor,Steven Gill,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Portfolio Manager,Morgan Stanley Dallas TX 5001 Spring Valley Rd,miles.gill@morganstanley.com,,Salesforce
11184155,Inactive Investor,Norma Whitsitt,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Midland TX 550 W Texas Ave",norma.whitsitt@rbc.com,,Salesforce
11124070,Inactive Investor,Michael Chu,,BNY Mellon Securities Corporation San Francisco CA 101 2nd St,michael.chu@bnymellon.com,,Salesforce
11038218,Inactive Investor,Kyle Adams,Chief Compliance Officer,M2 Financial LLC,,,Salesforce
10778299,Inactive Investor,Andrew Starks,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",andrew.starks@ml.com,,Salesforce
11123789,Inactive Investor,Mingxi Yu,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3978 Barranca Pkwy,mingxi.yu@jpmorgan.com,,Salesforce
10780333,Inactive Investor,Mark Fredback,Chief Compliance Officer;Principal,"Pacific Value, LLC",mark@pacificvalue.net,,Salesforce
10288,,Sahil Kakkar,,United Kingdom,skakkar9@icloud.com,,
9582396,,James Biggs,,,j.biggs@fi.com,,List import
11254324,Inactive Investor,Chloe Smith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11088669,Inactive Investor,Kelly Takacs,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,kelly.takacs@fmr.com,,Salesforce
11152498,Inactive Investor,Blake Wayman,,"Osaic Wealth, Inc. Concord NH 2 Eagle Sq",,,Salesforce
238270,,lisa4g1@gmail.com Elmore,,[Unknown],lisa4g1@gmail.com,,
10553628,,D Freed,,,ittildo@gmail.com,,Web Form Fillout
339963,,Carl Benedict,"President, owner",Benedict Financial Planning,cwbenedict@unitedplanners.com,225-766-9506,Manual List Upload
10486610,,Christopher Herman,"Financial Advisor, Vice President - Investments","Wells Fargo Clearing Services, LLC",christopher.herman@wellsfargoadvisors.com,,List Import
10753731,Inactive Investor,Floyd Ozeck,,"CFS Securities, Inc.",floyd@cooperfinservices.com,,Salesforce
10999970,Inactive Investor,Charles Melnik,,"Allstate Financial Services, LLC Omaha NE 2332 Bob Boozer Dr",cmelnik@allstate.com,,Salesforce
240769,,Bloomgarden Eron,,[Unknown],eron@climatefinancepartners.com,,Event
11044050,Inactive Investor,William Palmer,Partner;Portfolio Management Director,"Atwood & Palmer, Inc.",,,Salesforce
11033400,Inactive Investor,Jean Kreeger,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,jeannie.kreeger.ne7m@statefarm.com,,Salesforce
11148469,Inactive Investor,Ellen Krassowski,,"Allstate Financial Services, LLC Brewerton NY 5500 Bartel Rd",ellenkrassowski@allstate.com,,Salesforce
9557010,,John Chan,,,john.chan@fidelity.com,,List import
10833906,Inactive Investor,Michael Kelley,Financial Advisor,"Ameriprise Financial Services, LLC Glastonbury CT 628 Hebron Ave",,,Salesforce
10985702,Inactive Investor,Nadia Berleth,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
11096484,Inactive Investor,Jerald Wank,Member,Wank & Liptzin Advisory Services LLC,jerald@wankandliptzin.com,,Salesforce
10989646,Inactive Investor,Ahmad Malik,,Morgan Stanley,ahmad.malik@morganstanley.com,,Salesforce
11073319,Inactive Investor,Ryan Edwards,,Intrua Financial Watchung NJ Private Residence,ryan@intrua.com,,Salesforce
10866662,Inactive Investor,Reinaldo Alonso-Malubay,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",reinaldo.alonso-malubay@ml.com,,Salesforce
11205910,Inactive Investor,Kevin Meier,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10750205,Inactive Investor,Jose Fidalgo-Cordova,,Kovack Securities Inc. Guaynabo 3 Calle 1,,,Salesforce
10966295,Inactive Investor,Jessica Deminey,Client Service Associate,"Raymond James & Associates, Inc. Evansville IN 7501 Eagle Crest Blvd",jessica.deminey@raymondjames.com,,Salesforce
4870192,,Victor DeMasi,,,victor.demasi@gmail.com,2678857651,Web Form Fillout
10918838,Inactive Investor,Dakota Gildea,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",dakota.gildea@ml.com,,Salesforce
10755206,Inactive Investor,Karen Miller,Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",karen.huntsman@ml.com,,Salesforce
11146815,Inactive Investor,Amy Ciolli Curtis,Regional Vice President,PFS Investments Inc. Pearland TX 1506 Broadway St,acurtis@primerica.com,,Salesforce
241612,,Marvin Barge,,[Unknown],mbarge@foreside.com,,
10881862,Inactive Investor,Alwaleed Alshenaifi,Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10819305,Inactive Investor,Eric Browne,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Kingstown RI 6725 Post Rd Rt 1",eric.browne@ml.com,,Salesforce
10863634,Inactive Investor,Evan Bardwell,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11140226,Inactive Investor,Salvatore Serra,Financial Professional,"Equitable Advisors, LLC Troy MI 101 W Big Beaver Rd",salvatore.serra@equitable.com,,Salesforce
11220106,,Edward Foley,,,edward.foley@dfafunds.com,,Other
9627953,,Kyle Upton,,,upton@teamsubjectmatter.com,,List import
225063,,Mayowa Oshin,,[Unknown],mayowaoshin@gmail.com,,source
11061576,Inactive Investor,Jeffrey Miller,Investment Advisor Representative,"Osaic Wealth, Inc. Costa Mesa CA 3070 Bristol St",,,Salesforce
10986495,Inactive Investor,Simon Herndon,,J.P. Morgan Securities LLC Saint Louis MO 5805 Chippewa St,simon.herndon@jpmorgan.com,,Salesforce
11094927,Inactive Investor,Brett Barth,Chief Compliance Officer;Founding Partner,Capital Creek Partners,babarth@capitalcreek.com,,Salesforce
9593650,,Robert Forte,,,robert.forte@plantemoran.com,,List import
11049804,Inactive Investor,Kelsey Keyser,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kelsey.earhart@fidelity.com,,Salesforce
10762492,Inactive Investor,Jay Branson,Chief Compliance Officer;President;Principal,Branson Fowlkes & Co Inc,,,Salesforce
10780045,Inactive Investor,Levi Solmose,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
10796375,Inactive Investor,Oluwatoyin Ladele,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",oluwatoyin.o.ladele@ml.com,,Salesforce
11014625,Inactive Investor,Andrew Pratt,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",andrew.pratt@equitable.com,,Salesforce
11006309,Inactive Investor,Jennifer Erwin,Financial Advisor,Edward Jones Abbeville SC 115 Court Sq,jennifer.erwin@edwardjones.com,,Salesforce
9565594,,James Duncan,,,jdesq@aol.com,,List import
9634304,,Guilherme Lisbao,,,glisbao@eosinvest.com.br,,List import
11177458,Inactive Investor,Kara Boehm,Financial Advisor,LPL Financial LLC Charleston WV 500 Virginia St E,kara.boehm@lpl.com,,Salesforce
786,,,,,frankhenthorn40@comcast.net,,
9568036,,Frankie -,,,frankiemossa@gmail.com,,List import
9546363,,Jose Pulido,,,jgp200215@gmail.com,,List import
10861790,Inactive Investor,Shawn Corey,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Painted Post NY 310 Town Center Rd",shawn.corey@benjaminfedwards.com,,Salesforce
10863186,Inactive Investor,Alan Ginsberg,,"Osaic Wealth, Inc. Penfield NY 421 Penbrooke Dr",,,Salesforce
11184642,Inactive Investor,Michael Felker,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hurst TX 1401 Precinct Line Rd",michael.s.felker@ampf.com,,Salesforce
10645091,,Joseph Duris,,,joseph.duris@us.mizuho-sc.com,,List Import
10773774,Inactive Investor,Nicholas Martini,,MMC Securities LLC Princeton NJ 1 University Square Dr,nicholas.martini@mmc.com,,Salesforce
10840775,Inactive Investor,Tanya Colbert,Department Leader,Edward Jones Edwardsville IL Private Residence,tanya.colbert@edwardjones.com,,Salesforce
10961504,Inactive Investor,Jacob Bergman,,"Principal Securities, Inc.",,,Salesforce
11140076,Inactive Investor,Leeanne Loe,,Citigroup Global Markets Inc.,leeanne.loe@citi.com,,Salesforce
11074127,Inactive Investor,Keith Ehrich,,"Equitable Advisors, LLC Livingston NJ 70 S Orange Ave",keith.ehrich@equitable.com,,Salesforce
10792239,Inactive Investor,Robert Richard,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Madison CT 64 Wall St",,,Salesforce
10873305,Inactive Investor,Madison Mcdowell,Client Service Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,,,Salesforce
11207357,Inactive Investor,Philip Peloquin,,"Raymond James Financial Services, Inc. Boston MA 1 Beacon St",philip.peloquin@raymondjames.com,,Salesforce
11236254,Inactive Investor,Robert None,Vice President,Emerson Equity LLC,,,Salesforce
10982088,Inactive Investor,Denise Di Filippo,Owner,DBD Retirement and Financial Services,denise@dbdfinancial.com,,Salesforce
11050367,Inactive Investor,Teresa Farmer - Clemens,Investment Advisor Representative,Vega Financial LLC Plano TX Private Residence,,,Salesforce
11001492,Inactive Investor,Jake Rockower,,Cetera Advisor Networks LLC New Hyde Park NY 3000 Marcus Ave,,,Salesforce
9630046,,E.J. Lopez,,,lopezej2@gmail.com,,List import
10826754,Inactive Investor,John Lokar,Senior Vice President - Investments,"Raymond James & Associates, Inc. Plymouth MI 505 S Main St",john.lokar@raymondjames.com,,Salesforce
10934906,Inactive Investor,Snjezana Kuraja,,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",skuraja@massmutual.com,,Salesforce
11135505,Inactive Investor,Veronica Vasquez-Rivera,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,vvasquez@ft.newyorklife.com,,Salesforce
10848600,Inactive Investor,Kenneth Mitchell,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Mitchell Group Delaware LLC,ken@mitchellgroupde.com,,Salesforce
9564657,,Williams Mugwagwa,,,willy.freelancer@gmail.com,,List import
10899949,Inactive Investor,Jack Richardson,Investment Advisor,"Cascades Capital Asset Management, LLC Wilmington NC Private Residence",jrichardson@cascadescapital.com,,Salesforce
11229026,Inactive Investor,Michael Rothfuss,Financial Advisor,Commonwealth Financial Network Philadelphia PA Private Residence,,,Salesforce
10866367,Inactive Investor,Karla Ross,,LPL Financial LLC Colorado Springs CO 104 S Cascade Ave,karla.ross@lpl.com,,Salesforce
374596,,Scott NA,,,,914-815-0032,Salesforce
11232137,Inactive Investor,Kalvin Thurston,,PFS Investments Inc. Saint George UT 135 N 900 E,kalvin.thurston@primerica.com,,Salesforce
10799049,Inactive Investor,Tammy Jones,Financial Advisor,Edward Jones Monterey CA 1000 Munras Ave,tammy.r.jones@edwardjones.com,,Salesforce
10912612,Inactive Investor,Nancy Moler,Manager;Owner;Trustee,Moler Capital Management Irvine CA 9070 Irvine Center Dr,nancy@molercapital.com,,Salesforce
11178136,Inactive Investor,Natalia Borziak,Senior Registered Associate,Morgan Stanley Austin TX 8701 Bee Caves Rd,natalia.borziak@morganstanley.com,,Salesforce
10973687,Inactive Investor,Amanda Wright,,"Hantz Financial Services, Inc. Sault Sainte Marie MI 320 Ashmun St",amanda.wright@hantzgroup.com,,Salesforce
10884632,Inactive Investor,Alicija Dearth,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,alicija.dearth@fmr.com,,Salesforce
10950981,Inactive Investor,William Johnson,,"Pruco Securities, LLC. Bluffton SC 1278 May River Rd",william.johnson@prudential.com,,Salesforce
10760512,Inactive Investor,Sudhir Warrier,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer;Member;Senior Partner,Renaissance Investment Management,ssw@reninv.com,,Salesforce
10831813,Inactive Investor,Kimberly Shappee,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Missoula MT 125 Bank St",kimberly.shappee@rbc.com,,Salesforce
9550691,,Jason Cohen,,,jcohen@stratoswealthpartners.com,,List import
10765479,Inactive Investor,Josephine Scheurer,Client Service Associate;Portfolio Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,josephine.scheurer@morganstanley.com,,Salesforce
10757215,Inactive Investor,Randal Seligmann,Financial Advisor;Senior Financial Advisor;Senior Portfolio Manager;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",randal.seligmann@wellsfargoadvisors.com,,Salesforce
368044,,Rasha Ali,Other,,rasha_m_mahmoud@yahoo.com,,Webinar
344502,,Gary Lucas,Managing Member,Allied Investment Advisors Llc,glucas@alliedinvest.net,406-839-2037,Manual List Upload
9629060,,Paul William,,,paul@blackvaultinstitutional.com,,List import
10820372,Inactive Investor,Andrew Kelley,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hamburg NY 43 Main St",andrew.w.kelley@ml.com,,Salesforce
11260763,Inactive Investor,Erica Nie,,Evercore Group L.L.C.,,,Salesforce
11231674,Inactive Investor,Trevor Klinnert,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10844971,Inactive Investor,Kerrie Debbs,Financial Advisor,"Main Street Financial Solutions, LLC Apex NC Private Residence",kdebbs@msfsolutions.com,,Salesforce
10868065,Inactive Investor,Steven Zenk,Financial Advisor,Thrivent Investment Management Inc. Albert Lea MN 2351 HI Tec Ave,steve.zenk@thrivent.com,,Salesforce
11073947,Inactive Investor,Sheetal Anand,Executive Director,Morgan Stanley New York NY 750 7th Ave,sheetal.anand@morganstanley.com,,Salesforce
10823204,Inactive Investor,Darren Fox,Regional Vice President,PFS Investments Inc. Seattle WA 15111 8th Ave SW,darrenrlfox@primerica.com,,Salesforce
11185434,Inactive Investor,STEVE MINOR,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Annapolis MD 171 Jennifer Rd",stephen.minor@wellsfargo.com,,Salesforce
9615954,,Wong Tsz Chun,,,martinwong1123@gmail.com,,List import
10487805,,Bill Carter,"Chief Compliance Officer, Chief Executive Officer","Carter Advisory Services, Inc",bcarter@cascfm.com,,List Import
11085832,Inactive Investor,Alberto Quiroz-Mota,,NYLIFE Securities LLC New York NY 420 Lexington Ave,aquirozmota@ft.newyorklife.com,,Salesforce
9613954,,John Samson,,,jsamson@gmail.com,,List import
11039378,Inactive Investor,Yvonne Legge,Financial Advisor,Morgan Stanley Portsmouth NH 1 Harbour Pl,yvonne.legge@morganstanley.com,,Salesforce
9568632,,John Turcotte,,,jturcotte@stratoswealthpartners.com,,List import
10778262,Inactive Investor,Michelle Corradetti,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Investment Management Consultant,Morgan Stanley Medford OR 3103 Signature Ct,michelle.corradetti@morganstanley.com,,Salesforce
10909067,Inactive Investor,Fernando Padro,Principal,Loyal Capital Management,,,Salesforce
11141184,Inactive Investor,Gregory Munroe,Investment Advisor Representative,"Flagship Harbor Advisors, LLC",gregory.munroe@flagshipharbor.com,,Salesforce
9592635,,Matt Farron,,,farron@gryphoninvestors.com,,List import
10992362,Inactive Investor,Joseph Guarascio,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
9579872,,Matthew Schreiber,,,mschreiber@wbiinvestments.com,,List import
9573430,,Esteban Rakela,,,erakela@carlmarks.com,,List import
233522,, -,,[[Unknown]],mmmiresse@gmail.com,,
10936632,Inactive Investor,Anessa Custovic,Chief Investment Officer;Investment Advisor Representative,"Cardinal Retirement Planning, Inc. Durham NC 2530 Meridian Pkwy",anessa@planwithcardinal.com,,Salesforce
225216,,Dimitri Cholevas,,[Unknown],dimitri@9coins.io,,Direct
9567151,,Seb Ba,,,sebasbeijing@gmail.com,,List import
11159236,Inactive Investor,Ryan Horowitz,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
335576,,John Norman,Manager,Greerwalker Wealth Llc,john.norman@greerwalker.com,704-377-0239,Manual List Upload
11182546,Inactive Investor,Joshua Ivey,Advisor,"MML Investors Services, LLC Macon GA 2050 Bowman Park",jivey@financialguide.com,,Salesforce
246300,,Not Provided,,Prudential,pat.baughman@verizon.net,,Manual List Upload
9643916,,Nicholas Matt,,,nmatt210@gmail.com,,List import
11142165,Inactive Investor,Daniel McMillan,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pasadena CA 300 N Lake Ave",,,Salesforce
9599659,,Anthony Tsang,,,at2345@gmail.com,,List import
10972923,Inactive Investor,Suzanne Barber,,State Farm VP Management Corp. Nacogdoches TX 104 W College St,,,Salesforce
11117677,Inactive Investor,Amy Irvine,Client Relationship Specialist;Client Service Associate;Practice Manager,"Ameriprise Financial Services, LLC Temecula CA 41923 2nd St",amy.irvine@ampf.com,,Salesforce
5790031,,yuyi wang,,,2585322366@qq.com,,Web Form Fillout
10765330,Inactive Investor,Janet Ryan,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",janet.ryan@bofa.com,,Salesforce
9615426,,Dan Cavise,,,dcavise3000@gmail.com,,List import
9563324,,Hector Velasco,,,ingfuser33@gmail.com,,List import
11134635,Inactive Investor,Stephen Ladaban,,PFS Investments Inc. Diberville MS 10598 Diberville Blvd,sladaban@primerica.com,,Salesforce
11119934,Inactive Investor,Steven Monroe,Principal,LPL Financial LLC Grand Rapids MI 758 Fulton St W,steven.monroe@lpl.com,,Salesforce
11068422,Inactive Investor,Christopher Reasor,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",christopher.reasor@bofa.com,,Salesforce
11024291,Inactive Investor,Bradford Bonner,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",bradford.bonner@ml.com,,Salesforce
220735,,Justin Belden,,[Unknown],jbelden71@gmail.com,,Direct
11008989,Inactive Investor,Abraham Serrano,,LPL Financial LLC Sacramento CA 8945 Cal Center Dr,abraham.serrano@lpl.com,,Salesforce
10943893,Inactive Investor,Mary Medicus,Financial Advisor,LPL Financial LLC Boulder CO Private Residence,mary.medicus@lpl.com,,Salesforce
11137645,Inactive Investor,Ryan Denman,Chief Compliance Officer;Financial Coach;Member,"Abundance Financial Coaching, LLC",,,Salesforce
161049,,hicham maazouz,,[Unknown],hicham-maazouz@hotmail.com,,Organic Search
11271522,Inactive Investor,Mark Scornavacco,"Trader, Analyst",Paulson Wealth Management Inc.,mscornavacco@paulsonwealth.com,630-517-2950,Manual List Upload
9584021,,RONALD DELHOMME,,,nalddewis@gmail.com,,List import
10647605,,Maurice Frilot,,,maurice.e.frilot@wellsfargo.com,,List Import
10887291,Inactive Investor,William Dobbins,,"Independent Financial Group, LLC Norfolk CT 10 Station Pl",wdobbins@ifgrr.com,,Salesforce
10896324,Inactive Investor,Molly Grimm,Financial Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",molly.grimm@ampf.com,,Salesforce
11110491,Inactive Investor,Kyle Johnson,,State Farm VP Management Corp. Hammond LA 2100 Rue Simone,kylejohnson@statefarm.com,,Salesforce
202833,,Sascha Hohenberger,,Netherlands,saschahohenberger@gmail.com,,source
10834611,Inactive Investor,Thomas Fields,,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",roper.fields@raymondjames.com,,Salesforce
11021639,Inactive Investor,Sonya Smith,,J.P. Morgan Securities LLC Grosse Pointe MI 685 Saint Clair St,,,Salesforce
373430,,Elliot Green,,[Unknown],egreenhw@aol.com,,source
10753681,Inactive Investor,Tara Hammack,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",tara.hammack@ml.com,,Salesforce
10771789,Inactive Investor,Frank Wootton,Financial Advisor,Morgan Stanley Charleston SC 850 Morrison Dr,taylor.wootton@morganstanley.com,,Salesforce
224656,,Vittorio Forbice,,[Unknown],vittoforb@gmail.com,,Direct
9631579,,Kevin Phan,,,kevinkphan@gmail.com,,List import
10755192,Inactive Investor,Zachary Evanovich,Financial Advisor,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",zachary.n.evanovich@ampf.com,,Salesforce
241668,,Bojidar Zanev,,[Unknown],bobbyzanev@gmail.com,,Direct
11070706,Inactive Investor,Geoffrey Rowland,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",growland@tiaa-cref.org,,Salesforce
11029809,Inactive Investor,Xing Zheng,,NYLIFE Securities LLC Flushing NY 3902 Main St,xzheng04@ft.newyorklife.com,,Salesforce
11159178,Inactive Investor,Hersh Mittelman,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,hmittelman@ft.newyorklife.com,,Salesforce
11129675,Inactive Investor,Brandon Ray,Financial Advisor,PNC Investments Louisville KY 2500 Lime Kiln Ln,brandon.ray@pnc.com,,Salesforce
10757862,Inactive Investor,Keng-Sheng Wen,Registered Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,eddie.wen@ms.com,,Salesforce
11096184,Inactive Investor,Diane Coffman,,Fidelity Brokerage Services LLC,diane.coffman@fidelity.com,,Salesforce
10978468,Inactive Investor,David Schmitz,Financial Advisor,"SGL Financial, LLC Rhinelander WI 131 Randall Ave",,,Salesforce
9573481,,Peter Gylfe,,,peter.gylfe@citadel.com,,List import
11123435,Inactive Investor,Susan Dente,Registered Client Service Associate,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",susan.dente@ampf.com,,Salesforce
11010633,Inactive Investor,Dane Ramirez,,State Farm VP Management Corp. Elkhart IN 223 S Main St,,,Salesforce
10814941,Inactive Investor,Michael Kovie,Managing Director,"Raymond James & Associates, Inc. Bloomfield Hills MI 39400 Woodward Ave",michael.kovie@raymondjames.com,,Salesforce
10943009,Inactive Investor,Tyler Wittenbrook,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10969865,Inactive Investor,Simon Osak,,Citigroup Global Markets Inc.,,,Salesforce
11171155,Inactive Investor,Joseph Hubbard,Chief Compliance Officer;Member,"WhippleWood Advisors, LLC",,,Salesforce
10510734,,Sarah Casey,"Head of Marketing & Client Engagement, NAM/EMEA, Securities Services",Citi,sarah.casey@citi.com,,List Import
10855991,Inactive Investor,Christopher LeCroy,Financial Advisor,LPL Financial LLC Clemson SC 221 Shaw St,chris.lecroy@lplfinancial.com,,Salesforce
9541103,,William Lux,,,vp@aitp-la.org,,List import
9544094,,Sahar Hejazi,,,sahar.hejazi@uboc.com,,List import
10891043,Inactive Investor,Jonathon Sermo,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",jonathon.sermo@ampf.com,,Salesforce
216772,,Maggie Swanson,,[Unknown],maggieswanson@modusadvisors.com,,Event
11007694,Inactive Investor,Jacob Riggen,,"J.W. Cole Financial, Inc. Lebanon IN 2202 N Lebanon St",,,Salesforce
9642527,,Alexander Leishman,,,alex@river.com,,List import
10792449,Inactive Investor,Benjamin Yerke,,Morgan Stanley Portland OR 760 SW 9th Ave,benjamin.yerke@morganstanley.com,,Salesforce
11122944,Inactive Investor,Maya Kushner,,J.P. Morgan Securities LLC New York NY 2824 Broadway,maya.kushner@jpmorgan.com,,Salesforce
11068500,Inactive Investor,Jaclyn Claus,Senior Client Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,jackie.claus@morganstanley.com,,Salesforce
10811654,Inactive Investor,Kirsten Fraley,Private Banker,"Wells Fargo Clearing Services, LLC Carmel CA San Carlos and Ocean Ave",kirsten.fraley@wellsfargo.com,,Salesforce
10615356,,Glenn Graepel,"Financial Advisor, Vice President, Workplace Advisor",,glenn.graepel@morganstanley.com,,List Import
10775786,Inactive Investor,Scott Mercier,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Aspen CO 301 E Hopkins Ave",scott.mercier@ml.com,,Salesforce
10945200,Inactive Investor,Julie Williamson-Bresset,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",julie.williamson-bresset@bofa.com,,Salesforce
10979806,Inactive Investor,Kimberly Alexander,,Morgan Stanley South Jordan UT 680 W 10000 S,kimberly.alexander@morganstanley.com,,Salesforce
10432817,,Meiyan Lin,,,maylin725@yahoo.com,,Web Form Fillout
11124168,Inactive Investor,Joshua Ferguson,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Simons Island GA 20 Market St",josh.ferguson@nm.com,,Salesforce
11205798,Inactive Investor,Alejandro Martinez,,"International Assets Advisory, LLC Ft. Pierce FL Private Residence",,,Salesforce
10986876,Inactive Investor,Jarion Hopkins,,J.P. Morgan Securities LLC Atlanta GA 218 Peachtree St NW,jarion.hopkins@chase.com,,Salesforce
10845596,Inactive Investor,Eric Rohnacher,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",eric.rohnacher@nm.com,,Salesforce
9628026,,Glennie Hills,,,meagan.ullrich@maggio.com,,List import
163184,,Paul Same Same,,[Unknown],pdsame@gmail.com,,Content
7085835,,tom jack,,,nodonat870@gpipes.com,,Web Form Fillout
11144469,Inactive Investor,Susan Wilson,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Sarasota FL 2 N Tamiami Trl,susan.t.wilson@morganstanley.com,,Salesforce
11004238,Inactive Investor,Marshall Dietz,,"Osaic Wealth, Inc. Indiana PA Private Residence",,,Salesforce
10980890,Inactive Investor,Travis Ekenberg,,Goldman Sachs Custody Solutions Colorado Springs CO 5475 Mark Dabling Blvd,ekenbergt@foliofn.com,,Salesforce
10788921,Inactive Investor,Robert Stahler,,"Avantax Investment Services, Inc. Cockeysville MD Private Residence",,,Salesforce
10924036,Inactive Investor,Michael Strahm,,"Calton & Associates, Inc.",mstrahm@calton.com,,Salesforce
9569938,,Suresh Babu,,,sureshpkbabu@gmail.com,,List import
9592111,,yongping zhang,,,zjr10195525@gmail.com,,List import
11115328,Inactive Investor,Mark Rutherford,Vice President,PFS Investments Inc. Saint Charles MO 2850 W Clay St,mark.rutherford@primerica.com,,Salesforce
11230970,Inactive Investor,Michael Dalora,,"Independent Financial Group, LLC Delray Beach FL 5300 Atlantic Ave",,,Salesforce
9566010,,Daniel Mathews,,,dan.mathews@creativeplanning.com,,List import
9569614,,Gregory Toal,,,gtoal@waterfrontcp.com,,List import
10870768,Inactive Investor,Rolondo Thompson,,PFS Investments Inc. Columbia SC 115 Atrium Way,rolondo.thompson@primerica.com,,Salesforce
11081539,Inactive Investor,Jose Deleon,,"Osaic Wealth, Inc. Lake Worth FL 1030 Lake Ave",,,Salesforce
240071,,Hanna Brandt,Vice President,[Unknown],hbrandt@lidoadvisors.com,,Database Upload
10903739,Inactive Investor,Victoria D'Addario,Senior Registered Associate,Morgan Stanley New York NY 101 Park Ave,victoria.daddario@morganstanley.com,,Salesforce
245255,,Chad VanCure,Director CSIM Product Strategy & Develop,Schwab Asset Management,chad.vancure@schwab.com,13309084164,Manual List Upload
164015,,Khoi Cat Van,,[Unknown],khoicatg7@gmail.com,,Organic Search
10753791,Inactive Investor,Kimberly Gilson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",kimberly.gilson@ml.com,,Salesforce
11028434,Inactive Investor,Shane Swan,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,shane.swan.jvk8@statefarm.com,,Salesforce
9540442,,Ateet Ahluwalia,,,ateet@bracketcapital.com,,List Import
11105069,Inactive Investor,Andrew Konczal,,"Citizens Securities, Inc. Willoughby OH 4015 Erie St",andrew.konczal@citizensbank.com,,Salesforce
10898022,Inactive Investor,Blair Edman,Portfolio Management Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,blair.edman@morganstanley.com,,Salesforce
10769000,Inactive Investor,Robert Niggebrugge,,PFS Investments Inc. Newark DE 201 Possum Park Rd,rob.niggebrugge@primerica.com,,Salesforce
10839951,Inactive Investor,Gregory Raleigh,Financial Advisor,LPL Financial LLC Reno NV 10765 Double R Blvd,gregory.raleigh@lpl.com,,Salesforce
10988550,Inactive Investor,Jordan Larsen,,Commonwealth Financial Network Omaha NE 16934 Frances St,jlarsen@commonwealth.com,,Salesforce
10906644,Inactive Investor,Nicole Davis,Senior Wealth Manager,"Veris Wealth Partners, LLC",ndavis@veriswp.com,,Salesforce
10768054,Inactive Investor,Michael Smith,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",mike.smith@nm.com,,Salesforce
9540878,,Robert Adler,,Robert Adler,robertcadler@yahoo.com,,List Import
9584303,,Ruben Gonzalez,,,ruben@wealthcg.com,,List import
11026588,Inactive Investor,Tuanika Brown,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,tbrown@primerica.com,,Salesforce
11013711,Inactive Investor,Katelyn Steinmetz,,LPL Financial LLC San Diego CA 4707 Executive Dr,katelyn.steinmetz@lpl.com,,Salesforce
9555095,,Jacqui Borukhov,,,jborukhov@flputnam.com,,
9594357,,Iris Chu,,,irischu@bitrue.com,,List import
11192356,Inactive Investor,Justin Fort,Chief Compliance Officer;Founder;President;Shareholder,Fort Advisors Inc,justin@fortwm.com,,Salesforce
9555886,,Charles Cunningham,,,ccunningham@massmutual.com,,List import
6743676,,kiip loop,,,sekapa9080@jobsfeel.com,,Web Form Fillout
9575305,,Peter Diulus,,,pete.diulus@voya.com,,List import
81769,,Michael Brundage,"Member, Chief Compliance Officer","Clear Ridge Wealth Management, Llc",brundage@clearridgewm.com,269-381-1700,Manual List Upload
11152908,Inactive Investor,Evan Rosenberg,Private Wealth Advisor;Vice President,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,evan.rosenberg@morganstanley.com,,Salesforce
10977690,Inactive Investor,Manuel Ferrigno,,J.P. Morgan Securities LLC Phoenix AZ 15635 S Desert Foothills Pkwy,manuel.ferrigno@jpmorgan.com,,Salesforce
10953469,Inactive Investor,Taimur Qadir,Senior Investment Advisor,M&A Wealth Conroe TX Private Residence,,,Salesforce
10938622,Inactive Investor,Dimitrios Roumeliotis,Financial Advisor,Davenport & Company LLC Norfolk VA 101 W Main St,,,Salesforce
9616528,,Kenneth Roy,,,bridgerroy02@gmail.com,,List import
10911794,Inactive Investor,Jacqueline Kulikowski,,Cetera Advisors LLC Reno NV 6490 S McCarran Blvd,jsurratt@ceteraadvisors.com,,Salesforce
208198,,d s,,[Unknown],danny@fullyvested.com,,Paid Search
10787477,Inactive Investor,Brian Anderson,,"Fifth Third Securities, Inc. Dallas TX 5400 Lyndon B Johnson Fwy",brian.anderson@53.com,,Salesforce
10872551,Inactive Investor,Jody Weis,Financial Professional,"BFC Planning, Inc. Chesterfield MO 16100 Chesterfield Pkwy W",,,Salesforce
10947963,Inactive Investor,Gail Gonzales,Managing Partner,"Financial Equations Advisors, Inc.",,,Salesforce
11003919,Inactive Investor,Elizabeth Logue,,Vanguard Marketing Corporation,elizabeth_logue@vanguard.com,,Salesforce
9602153,,Jonathan Woods,,,jonathan@woodsassetmgmt.com,,List import
11169748,Inactive Investor,Allen Dearing,,"Grove Point Investments, LLC Elm Grove WI 12700 W Bluemound Rd",adearing@hbeckinc.com,,Salesforce
10837792,Inactive Investor,David Weinerman,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,dweinerman@pksinvest.com,,Salesforce
11194220,Inactive Investor,Teresa Affleck,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",teresa.affleck@tfaconnect.com,,Salesforce
11231911,Inactive Investor,Claire Feist,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11105872,Inactive Investor,Christopher Gilman,First Vice President,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,christopher.gilman@ubs.com,,Salesforce
11074347,Inactive Investor,Carlos Romero,Financial Consultant,IP Financial Advisory Services LLC Boca Raton FL Private Residence,cromero@innovationpartnersllc.com,,Salesforce
10657193,,Robert Mulcahy,,,rmulcahy@jefferies.com,,List Import
10810054,Inactive Investor,Kathy Moore,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,kathy.moore@primerica.com,,Salesforce
10999870,Inactive Investor,Kenneth Mitchell,Financial Professional,LPL Financial LLC Peoria IL 401 Main St,kenny.mitchell@lpl.com,,Salesforce
10926253,Inactive Investor,David Cutler,Financial Advisor,LPL Financial LLC Madison WI 4800 American Pkwy,david.cutler@lpl.com,,Salesforce
10774795,Inactive Investor,Shilpa Gandhi,Executive Director,UBS Financial Services Inc. New York NY 299 Park Ave,shilpa.gandhi@ubs.com,,Salesforce
11202069,Inactive Investor,Brett Lozowski,Chief Compliance Officer;Investment Manager,"Life Planning Partners, Inc.",blozowski@lifeplanningpartners.com,,Salesforce
10973538,Inactive Investor,Mark Krajewski,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11154686,Inactive Investor,Maximiliano Concepcion,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11051754,Inactive Investor,Kristen Perkins,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",kristen.dwyeroconnor@tiaa.org,,Salesforce
10494083,,Harmeet Goindi,,Cboe,hgoindi@cboe.com,,List Import
10828579,Inactive Investor,Douglas Howe,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",douglas.n.howe@ml.com,,Salesforce
10977306,Inactive Investor,Danielle Owen,,"Northwestern Mutual Investment Services, LLC Rockland MA 1001 Hingham St",danielle.owen@nm.com,,Salesforce
10908889,Inactive Investor,Cynthia Vail,,PFS Investments Inc. San Antonio TX 911 Isom Rd,cynthia.vail@primerica.com,,Salesforce
10776097,Inactive Investor,Scott Nixon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,scott.nixon@fidelity.com,,Salesforce
10781573,Inactive Investor,Leigh Villers,Financial Advisor,Morgan Stanley Huntington WV 1200 3rd Ave,leigh.a.villers@morganstanley.com,,Salesforce
9601667,,Julie Siegel,,,jsiegel@investmentclarity.com,,List import
10826409,Inactive Investor,Randy Ellis,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Rapid City SD 4940 5th St",randy.w.ellis@ampf.com,,Salesforce
11063107,Inactive Investor,Sara Ellefsen,Chief Compliance Officer;Principal,Golden Gate Personal Financial Planning,,,Salesforce
10987271,Inactive Investor,Peter Litton,Private Banker;Senior Vice President;Team Lead,"City National Securities, Inc. La Jolla CA 4275 Executive Sq",peter.litton@cnb.com,,Salesforce
10880223,Inactive Investor,Brandon Varisco,Investment Advisor,FMSA Lafayette LA 412 W University Ave,bvarisco@myfmsa.com,,Salesforce
4839864,,Patrick Becker,,,papabecker@gmail.com,6124146021,Web form fillout
11073368,Inactive Investor,Timothy Richards,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",timothy.w.richards@wellsfargoadvisors.com,,Salesforce
10870481,Inactive Investor,Mohfung Kuo,,"Transamerica Financial Advisors, Inc Lake Mary FL 801 International Pkwy",mohfung.kuo@tfaconnect.com,,Salesforce
9626914,,Rachid Warir,,,zinebwarir1980@gmail.com,,List import
9612213,,Bradley Redmer,,,brad@abcattech.com,,List import
10878584,Inactive Investor,Scott Minton,Financial Advisor,"Ameriprise Financial Services, LLC Terre Haute IN 2335 E Margaret Dr",scott.minton@ampf.com,,Salesforce
9582151,,Darin Schnall,,,darinschnall@schnalladvisory.com,,List import
10779394,Inactive Investor,Harold Heuer,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Denver CO 1550 Market St,harold.heuer@morganstanley.com,,Salesforce
9547009,,Jun Foo,,,hjhonda88@gmail.com,,List import
9595486,,Yan Chen,,,ychen@salientpartners.com,,List import
9614100,,Shaw Thompson,,,shawt.al@att.net,,List import
340763,,Murphy Burns,,Exencial Wealth Advisors,mburns@exencialwealth.com,405-478-1971,Manual List Upload
10687593,,niv konforty,,,nivkonforty@gmail.com,,Web Form Fillout
10873805,Inactive Investor,Diane Knorr,Financial Advisor,Thrivent Investment Management Inc. Hutchinson MN 116 Main St S,diane.knorr@thrivent.com,,Salesforce
233142,, -,,[[Unknown]],heavencome1225@gmail.com,,Organic Search
11218776,,Ligia Wilde,,,ligia.wilde@ubs.com,,Other
10910640,Inactive Investor,Brandon McCormick,Financial Advisor,Prime Capital Financial Flower Mound TX 777 International Pkwy,bmccormick@pciawealth.com,,Salesforce
11001907,Inactive Investor,Steven Falcone,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",,,Salesforce
208549,,Mark Kassis,,[Unknown],marktkassis@gmail.com,,source
11136370,Inactive Investor,Anthony Jones,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10853495,Inactive Investor,Janice Reilly,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",,,Salesforce
11114082,Inactive Investor,Daniel Frayle,,"Cambridge Investment Research, Inc. Miami FL 250 Catalonia Ave",,,Salesforce
10960371,Inactive Investor,Ryan Georgian,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11063111,Inactive Investor,John Mariscalco,Wealth Advisor,103 Advisory Group,jmariscalco@103advisory.com,,Salesforce
10769266,Inactive Investor,Lisa Masters,Investment Associate;Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,lisa.masters@jpmorgan.com,,Salesforce
349780,,Michael Pauritsch,Member,"Mps-loria Financial Planners,llc",mikep@mpsloria.com,630-887-4404,Manual List Upload
11119001,Inactive Investor,Vincent Ring,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,vring@ft.newyorklife.com,,Salesforce
10814176,Inactive Investor,Colin Meeks,Financial Advisor,LPL Financial LLC Parkville MD 9621 Harford Rd,colin.meeks@lpl.com,,Salesforce
9581373,,Michael Little,,,michael@ggmwealthadvisors.com,,List import
10883218,Inactive Investor,Robert Heitzman,Principal;Private Client Advisor,F L Putnam Investment Management Co. Rockville MD 10138 Sterling Ter,,,Salesforce
9638615,,Scott Southern,,,ssouthern@howardcountymd.gov,,List import
11126196,Inactive Investor,Michael Binz,Financial Advisor,LPL Financial LLC Lexington KY 1089 Chinoe Rd,mike.binz@lpl.com,,Salesforce
11134198,Inactive Investor,Alan Jacobson,Executive Director - Wealth Management;Executive Financial Services Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Warren NJ 15 Independence Blvd,alan.jacobson@morganstanley.com,,Salesforce
11108831,Inactive Investor,Loni Tankoos,Chief Compliance Officer;Director - Operations,KCM Investment Advisors,ltankoos@kcmadvisors.com,,Salesforce
118915,,John Vaccaro,"Financial Advisor, Managing Director",Goldman Sachs Personal Financial Management,john.vaccaro@unitedcp.com,203-226-0222,
11125759,Inactive Investor,Tyler Kunzler,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11080875,Inactive Investor,Kristin Glahn,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",kristin.glahn@ml.com,,Salesforce
10962626,Inactive Investor,Jeremy Ruesch,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",jeremy.ruesch@nm.com,,Salesforce
10785940,Inactive Investor,Dean Pelkey,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President,Morgan Stanley Colchester VT 105 W View Rd,dean.pelkey@morganstanley.com,,Salesforce
10880460,Inactive Investor,Shawn Arner,Premier Banker,"Wells Fargo Clearing Services, LLC Paso Robles CA 546 Spring St",shawn.arner@wfadvisors.com,,Salesforce
11015606,Inactive Investor,Girish Bhalla,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
11260876,Inactive Investor,Adam Elder,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
5078926,,john donaldson,,,jdonaldson160@gmail.com,9084776267,Web Form Fillout
9589649,,Xavier Corzo,,,xcorzo@solacecap.com,,List import
9636077,,Matt Ostrowski,,,mostrowski@mpepartners.com,,List import
10877145,Inactive Investor,Andy Evans,Financial Advisor,Edward Jones Houston TX 110 Vintage Park Blvd,andy.evans@edwardjones.com,,Salesforce
11178379,Inactive Investor,Zachary Fairhart,Financial Advisor,LPL Financial LLC Spokane WA 621 W Mallon Ave,zachary.fairhart@lpl.com,,Salesforce
11032954,Inactive Investor,Elias Mendoza,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",elias.mendoza@prudential.com,,Salesforce
9551163,,Dean Adler,,,dadler@lubertadler.com,,List import
11137493,Inactive Investor,Julia Mueller,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
10887454,Inactive Investor,Gary Brown,Financial Advisor,GWN Securities Inc. Barnegat NJ 714 W Bay Ave,gbrown@gwnsecurities.com,,Salesforce
11057482,Inactive Investor,Kenneth Fisher,Financial Advisor,Edward Jones Lockport NY 140 Main St,ken.fisher@edwardjones.com,,Salesforce
10966398,Inactive Investor,Alaya Walker,Financial Professional,"Equitable Advisors, LLC Louisville KY 10608 Watterson Trl",alaya.walker@equitable.com,,Salesforce
10949600,Inactive Investor,Bradley Baker,,Fidelity Brokerage Services LLC Rockville MD 402 King Farm Blvd,,,Salesforce
11005372,Inactive Investor,Ada Jones,,"Allstate Financial Services, LLC Oklahoma City OK 8809 S Santa Fe Ave",ada.jones@allstate.com,,Salesforce
10892317,Inactive Investor,Heba Zedan,Partner;Senior Financial Consultant,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",heba.zedan@schwab.com,,Salesforce
9599971,,Kaori Yoshida,,,kaori.yoshida@nex.nikkei.com,,List import
10993659,Inactive Investor,Stephen Kaderabek,Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",steve.kaderabek@raymondjames.com,,Salesforce
9543967,,Mark Buckthorp,,,mark.buckthorp@moorecap.co.uk,,List import
10949797,Inactive Investor,Mackenzie Bader,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11124716,Inactive Investor,Erich Beyersdorf,Financial Advisor,Thrivent Investment Management Inc. Fond Du Lac WI 443 N Pioneer Rd,erich.beyersdorf@thrivent.com,,Salesforce
11202151,Inactive Investor,Charles Tanimura,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 725 Kapiolani Blvd",charles.k.tanimura@ampf.com,,Salesforce
9562048,,Elainna Swanson,,,elainnaswanson1@gmail.com,,List import
10926243,Inactive Investor,William McGrady,Investment Advisor Representative,"Osaic FA, Inc. Manasquan NJ 200 Atlantic Ave",,,Salesforce
10925377,Inactive Investor,Anthony Cross,,"MML Investors Services, LLC Edmond OK 708 W 15th St",,,Salesforce
10784753,Inactive Investor,Mary-Louise Ferguson,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Tampa FL Private Residence",marylou.ferguson@rbc.com,,Salesforce
10999484,Inactive Investor,Luke Stevens,,"Allstate Financial Services, LLC Dothan AL 2238 Westgate Pkwy",lukestevens@allstate.com,,Salesforce
10956403,Inactive Investor,Janos Von Aulock,Financial Professional,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",jvonaulock@financialguide.com,,Salesforce
9624180,,Justin Tupper,,,justinctupper@gmail.com,,List import
10611582,,Matthew Beninati,Private Wealth Advisor,,matthew.beninati@lpl.com,,List Import
9631390,,S B,,,sbr@sbr003.com,,List import
11052929,Inactive Investor,Anthony Gleason,Financial Professional,"MML Investors Services, LLC Osseo MN 6481 Sycamore Court N",tgleason@financialguide.com,,Salesforce
11143206,Inactive Investor,Paul Oh,Financial Advisor,Citigroup Global Markets Inc. Cypress CA 10081 Valley View St,paul.oh@citi.com,,Salesforce
10794486,Inactive Investor,Matthew Leonard,Financial Advisor,Edward Jones Carlsbad CA 2121 Palomar Airport Rd,matt.leonard@edwardjones.com,,Salesforce
10887337,Inactive Investor,Michael Waverka,Financial Advisor,"VALIC Financial Advisors, Inc. Hershey PA Private Residence",michael.waverka@valic.com,,Salesforce
9567462,,Sonu Shukla,,,sonu2562@gmail.com,,List import
11001458,Inactive Investor,Cortlin De Maine,Wealth Advisor,LPL Financial LLC Suwanee GA 671 Main St,cortlin.demaine@lpl.com,,Salesforce
11055389,Inactive Investor,Kusum Pratap,,PFS Investments Inc. Fremont CA 42808 Christy St,kusum.pratap@primerica.com,,Salesforce
10774753,Inactive Investor,Peter Voss,Financial Consultant,Commonwealth Financial Network Upland CA 1425 W Foothill Blvd,pvoss@commonwealth.com,,Salesforce
10767180,Inactive Investor,John Doyle,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,john.doyle@ubs.com,,Salesforce
9604952,,Leighton Roach,,,leightonroachefc@outlook.com,,List import
11185224,Inactive Investor,Dejan Acimovic,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",dejan.acimovic@ml.com,,Salesforce
9578229,,Brian Taylor,,,briantaylor@financialguide.com,,List import
147638,,Marc Milstein,,[Unknown],marcmilstein@comcast.net,,Paid Social
10647501,,Keith Mclaughlin,,,keith@premierwealthsolutions.com,,List import
11210599,Inactive Investor,Leonora Hoffmann,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,leonora.hoffmann@fmr.com,,Salesforce
10791668,Inactive Investor,Wesley Roper,Financial Advisor;Vice President,"Smith, Moore & Co. Columbia MO 1101 Club Village Dr",wroper@smithmoore.com,,Salesforce
10892752,Inactive Investor,James Keisel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9623046,,???????? ????,,,phattaradanai.arm@outlook.com,,List import
95832,,Brett Gilliland,Founder & Chief Executive Officer,"Visionary Wealth Advisors, Llc",brett.gilliland@vwa-llc.com,314-764-2727,
9614964,,Sean Loh,,,seanlohxr@gmail.com,,List import
11196752,Inactive Investor,Shereene Aitcheson,,J.P. Morgan Securities LLC Scarsdale NY 676 Post Rd,shereene.aitcheson@jpmorgan.com,,Salesforce
11178493,Inactive Investor,Matthew Diramio,,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,mdiramio@commonwealth.com,,Salesforce
11210357,Inactive Investor,John De Marigny,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",john_demarigny@ml.com,,Salesforce
9640450,,Todd Carabasi,,,carabasi@callan.com,,List import
11219643,,Shaseen Yobe,,,shaseen.yobe@ceterais.com,,Other
10894087,Inactive Investor,Dean Berger,,PFS Investments Inc. Allentown PA 7310 Tilghman St,dean.berger@primerica.com,,Salesforce
9551898,,Matthew Davis,,,mdavis@fpgadvisors.com,,List import
9581017,,Mark Lamb,,,mark@coinfloor.co.uk,,List import
11021855,Inactive Investor,Douglas Mccurdy,,"Roberts & Ryan, Inc.",dmccurdy@roberts-ryan.com,,Salesforce
10400589,,Steve Olson,,,steve_olson41071@yahoo.com,,Web Form Fillout
10861288,Inactive Investor,Richard Casavecchia,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,richard.casavecchia@primerica.com,,Salesforce
10961190,Inactive Investor,Matthew Cole,,"Hornor, Townsend & Kent, LLC Brentwood TN 9020 Overlook Blvd",mcole@htk.com,,Salesforce
10976725,Inactive Investor,Angela Davis,,Cetera Investment Services LLC Portland OR 1000 SW Broadway,angela.davis@ceterais.com,,Salesforce
11124206,Inactive Investor,Matthew Bettes,,J.P. Morgan Securities LLC Chicago IL 7015 N Western Ave,matthew.j.bettes@jpmorgan.com,,Salesforce
11065268,Inactive Investor,Ju Hyi Park,,"U.S. Bancorp Advisors, LLC",summer.park@unionbank.com,,Salesforce
10825281,Inactive Investor,George Howell,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",george.howell@wellsfargoadvisors.com,,Salesforce
10932308,Inactive Investor,Paul Lafollette,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,"Intelligent Investor Financial Planning, LLC",paul@iifinancialplanning.com,,Salesforce
11101636,Inactive Investor,R. Green,,Cetera Advisors LLC Duluth GA 3700 Crestwood Pkwy NW,,,Salesforce
10879537,Inactive Investor,Kristine Kant,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kristine.miller@fidelity.com,,Salesforce
11110449,Inactive Investor,William Alford,,"Pensionmark Securities, LLC San Antonio TX 19243 FM 2252",,,Salesforce
11102555,Inactive Investor,Daniel Delargy,,Fidelity Brokerage Services LLC,,,Salesforce
9546762,,Dennis Farrar,,,dfarrar@ft.newyorklife.com,,List import
10874576,Inactive Investor,David Degrandmont,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",david.degrandmont@wellsfargo.com,,Salesforce
10834716,Inactive Investor,Christopher Schumacher,Managing Member;Partner,"TSG Advice Partners, LLC",c.schumacher@tsgadvice.com,,Salesforce
10946660,Inactive Investor,Adrianne Haber,Regional Vice President,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,adrianne.haber@primerica.com,,Salesforce
11163229,Inactive Investor,Matthew Hardyman,Financial Advisor,LPL Financial LLC Red Wing MN 307 Dakota St,matthew.hardyman@lpl.com,,Salesforce
211431,,Rhonda Foxx,Head of Corporate Affairs,Solidigm,foxx.esquire@gmail.com,,Content
10919974,Inactive Investor,Shawn Hindy,,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",shawn.hindy@nm.com,,Salesforce
10970374,Inactive Investor,Ajay Anand,,Kovack Securities Inc. Smyrna GA 3407 Leland Trail Way SE,ajay@kovacksecurities.com,,Salesforce
9593904,,Christopher Schuler,,,cschuler@carsoninstitutional.com,,List import
11096937,Inactive Investor,Ryan Powers,Senior Wealth Manager,Krilogy,rpowers@krilogy.com,,Salesforce
9610675,,Chase Lofland,,,loflandc1@gmail.com,,List import
10646767,,Lawrence Orgill,,,larry@pcm-net.com,,List Import
10971505,Inactive Investor,Xing Needle,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,xingli_chen@vanguard.com,,Salesforce
9630827,,john kim,,,hanzawa2014@gmail.com,,List import
11139019,Inactive Investor,Mark Levin,,LPL Financial LLC Coral Springs FL 1750 N University Dr,mark.levin@lpl.com,,Salesforce
10901018,Inactive Investor,Elijah Kearney,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,elijah_kearney@vanguard.com,,Salesforce
10928598,Inactive Investor,Karin Flach,,LPL Financial LLC Saint Louis MO 8000 Forsyth Blvd,karin.flach@lpl.com,,Salesforce
11092184,Inactive Investor,Joseph Greenwald,Financial Advisor;Portfolio Manager,Morgan Stanley Buffalo NY 450 Essjay Rd,joseph.greenwald@morganstanley.com,,Salesforce
10934245,Inactive Investor,Shawn Mullarkey,Financial Advisor;Vice President,"Taylor Securities Services, Inc.",shawn@taylorretirementservices.com,,Salesforce
11058859,Inactive Investor,Alexander Mager,,Cetera Advisor Networks LLC Cedar Grove NJ 20 Sand Park Rd,magera@ceteranetworks.com,,Salesforce
9415729,,Bertrand Chan,,Bertrand Chan,bertchan72@gmail.com,,List Import
11027874,Inactive Investor,Zena Alexander,,"Principal Securities, Inc. Omaha NE Private Residence",alexander.zena@principal.com,,Salesforce
11189020,Inactive Investor,Thomas Zimmer,,"Osaic Wealth, Inc. Kimberly WI 717 Eisenhower Dr",,,Salesforce
10647875,,James Ryan,,,james.mitchell.ryan@morganstanley.com,,List Import
10834115,Inactive Investor,Thomas Green,,"Raymond James Financial Services, Inc. Victor NY 1600 Moseley Rd",thomas.green@raymondjames.com,,Salesforce
11071382,Inactive Investor,Donald Nowak,Senior Vice President;Wealth Advisor,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,donald.nowak@morganstanley.com,,Salesforce
10753811,Inactive Investor,Robert Alster,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 201 Moreland Rd",robert.w.alster@ampf.com,,Salesforce
11173068,Inactive Investor,Kathleen Drybread,,Emerson Equity LLC Phoenix AZ 1202 E Maryland Ave,,,Salesforce
11143853,Inactive Investor,Jean Alessandrini,Financial Advisor,Edward Jones Hermosa Beach CA 555 Pier Ave,jeanie.alessandrini@edwardjones.com,,Salesforce
206781,,Tom Vogdes,Rates Analyst,PSE&G,tom.vogdes@gmail.com,,
11256501,Inactive Investor,Madison Jones,,CHARLES SCHWAB & CO INC CUST Madison Whitner Jones ROTH IRA,madisonwj@gmail.com, +12292241655,Salesforce
11160030,,Anish Khadka,,,anishkhadka134@hmail.com,,Web Form Fillout
11175676,Inactive Investor,Carlos Linares,Product Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",carlos.linares@schwab.com,,Salesforce
9598425,,Lauraly Lovering,,,lauraly.lovering@ifpadvisor.com,,List import
11038340,Inactive Investor,Patricia Schneider,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,patricia.schneider@safra.com,,Salesforce
11155981,Inactive Investor,Jennifer Ratini,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
1798192,,Imran Afzal,,,imranafzal77@hotmail.com,,
11217544,,Adonis Martinez,,,adonis.martinez@jpmorgan.com,,Other
9582060,,Kayla Coleman,,,colemank@jgua.com,,List import
348937,,Jon Vanslooten,Financial Advisor,"Kingsview Wealth Management, Llc",jvanslooten@kingsviewam.com,312-870-6701,Manual List Upload
11234516,Inactive Investor,Leeann Kalinski,Client Service Associate,Morgan Stanley Appleton WI 4545 W College Ave,leeann.kalinski@morganstanley.com,,Salesforce
9593860,,Susie Harper,,,sharper@ofgltd.com,,List import
10759176,Inactive Investor,Lillian Eisman,,Neuberger Berman BD LLC,leisman@nb.com,,Salesforce
10985634,Inactive Investor,Danielle Cohen,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",danielle.hanson@gwrs.com,,Salesforce
10899656,Inactive Investor,Scott Thieme,Financial Advisor,Edward Jones Warsaw IN 700 N Park Ave,scott.thieme@edwardjones.com,,Salesforce
10978138,Inactive Investor,Alexander Duncan,,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",alexander.duncan@equitable.com,,Salesforce
11009391,Inactive Investor,Geoffrey Dimassa,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,gadimassa@ft.newyorklife.com,,Salesforce
10939701,Inactive Investor,Kirsten Ambrosio,,NYLIFE Securities LLC,kambrosio@eaglestrategies.com,,Salesforce
11087821,Inactive Investor,Stephen Kirchner,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,skirchner@janney.com,,Salesforce
10793220,Inactive Investor,Edgar Wade,,Cabot Lodge Securities LLC Salem VA 112 W Main St,,,Salesforce
10990421,Inactive Investor,Barton Miller,,"Horace Mann Investors, Inc. Mechanicsburg PA 507 N York St",b.miller@horacemann.com,,Salesforce
11185915,Inactive Investor,Joshua Cole,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,j.cole@fi.com,,Salesforce
9610029,,Drjn Kau?,,,dkaucic@gmail.com,,List import
10893883,Inactive Investor,Ronald Myles,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",ronald.myles@tiaa.org,,Salesforce
9645491,,andy p,,,andy@bravenewcoin.com,,List import
11114174,Inactive Investor,Michael Nichols,Financial Advisor,"Cutter & Company, Inc. Columbia MO 3610 Buttonwood Dr",mnichols@cutteradvisors.com,,Salesforce
9540921,,Christian Martin,,,christian.martin@andersen.com,,List Import
9618716,,Peter Ganucheau,,,pganucheau@carlsoncapital.com,,List import
10810597,Inactive Investor,Rich Rittichai,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",rich.rittichai@ml.com,,Salesforce
217594,,Lamartiniere Auguste,,[Unknown],lauguste@dthcapital.com,,
9586122,,Anthony McCall,,,anthonymccalllife@gmail.com,,List import
11000336,Inactive Investor,Peter Weinberg,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
11083486,Inactive Investor,Jacob Penny,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 501 Faulconer Dr",jacob.penny@nm.com,,Salesforce
11207381,Inactive Investor,Eugenia Amador,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,eugenia.amador@ubs.com,,Salesforce
10899891,Inactive Investor,Andrew Masteller,Senior Advisor;Wealth Management Consultant,"Gehrig Capital Management, Inc.",,,Salesforce
242852,,Dirk Stefan Polte,General Manager,[Unknown],verwaltung@fieger-lamellenfenster.de,,Database Upload
10790215,Inactive Investor,Maritsa Rojas,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,maritsa.t.garcia@chase.com,,Salesforce
10766766,Inactive Investor,Ashley E. Lynch,Registered Client Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,ashley.lynch@ubs.com,,Salesforce
9601896,,Stephen Receski,,,stephen.receski@spireip.com,,List import
10993062,Inactive Investor,Bradley Romeo,,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",,,Salesforce
11052102,Inactive Investor,Kerinda Lashbaugh,Financial Advisor,Edward Jones Richland WA 1363 Columbia Park Trl,keri.lashbaugh@edwardjones.com,,Salesforce
10488076,,Ryan Mullin,,Advisor Resource Council,ryan.mullin@lpl.com,,List Import
11100527,Inactive Investor,James Jones,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,j.morris.jones@morganstanley.com,,Salesforce
10894896,Inactive Investor,Susan Weber,,Cetera Advisor Networks LLC Sewickley PA 409 Broad St,,,Salesforce
10858937,Inactive Investor,Michel Smith,,State Farm VP Management Corp. Kennewick WA 2555 S Quillan Pl,,,Salesforce
10989876,Inactive Investor,Michael Roger,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,,,Salesforce
11085903,Inactive Investor,James Pothier,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",,,Salesforce
10987868,Inactive Investor,Tracie Brown,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,tracie.brown.p2sv@statefarm.com,,Salesforce
10907183,Inactive Investor,Katherine Miller,Registered Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10918016,Inactive Investor,Kirsten Heim,Financial Advisor,Commonwealth Financial Network Rochester MN 959 34th Ave NW,kheim@commonwealth.com,,Salesforce
9542085,,Andrew S,,,andrew.stephen@ymail.com,,List import
11223052,,Christina Mitkonis,,,cmitkonis@financial-foundations.com,,List Import
11084914,Inactive Investor,Nicolas Romero,Investment Advisor Representative,"Voya Financial Advisors, Inc. Minneapolis MN 250 Marquette Ave",nicolas.romero@voya.com,,Salesforce
9587529,,Roberto Pflaumer,,,r.pflaumer@transamerica.com,,List import
1005717,Inactive Investor,Christine C Kreuz,,TBD,jerzi1223@yahoo.com,7733151997,
11128623,Inactive Investor,Ryo Shaw,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10932050,Inactive Investor,Michael Relvas,Insurance Consultant,Park Avenue Securities LLC Rockville MD 9200 Corporate Blvd,michael_relvas@glic.com,,Salesforce
11106034,Inactive Investor,Beau Baker,Financial Advisor,Edward Jones Texarkana TX 590 N Kings Hwy,beau.baker@edwardjones.com,,Salesforce
214638,,Vicky Arya,,[Unknown],aryacrypto@gmail.com,,Direct
11092382,Inactive Investor,Kenneth Wise,Financial Advisor;Managing Director - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Sylvania OH 5757 Monroe St,kenneth.wiseii@ubs.com,,Salesforce
11065403,Inactive Investor,Yaochy Lin,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Anaheim CA 8185 E Kaiser Blvd",liam.lin@tfaconnect.com,,Salesforce
349124,,Robert Hatch,Partner,Constitution Capital Equity Partners Lp,rhatch@concp.com,978-749-9600,Manual List Upload
10797041,Inactive Investor,Clint Fish,Chief Executive Officer;Co-Owner;President,"First American Advisory, LLC",cfish@1stamericantrust.com,,Salesforce
9641007,,William Klein,,,bill@incentiveq.com,,List import
11051315,Inactive Investor,Jeffrey Thomas,,"Packerland Brokerage Services, Inc. Gastonia NC 904 S New Hope Rd",jeffrey_thomas@packerlandbrokerage.com,,Salesforce
11110267,Inactive Investor,Diane Okrzesik,,"Stifel, Nicolaus & Company, Incorporated Naperville IL 263 Shuman Blvd",okrzesikd@stifel.com,,Salesforce
11234077,Inactive Investor,Julien Colon,,"Bankers Life Securities, Inc. Atlanta GA 2849 Paces Ferry Rd SE",julien.colon@bankerslife.com,,Salesforce
9602170,,Tyler Grant,,,tyler_grant@hotmail.com,,List import
10867271,Inactive Investor,Mark Schmitz,,State Farm VP Management Corp. Wells MN 10 N Broadway,,,Salesforce
10804641,Inactive Investor,Lisa Latshaw,,Arvest Wealth Management Rogers AR 5201 Village Pkwy,llatshaw@arvest.com,,Salesforce
11001962,Inactive Investor,Brian Dorch,,Thrivent Investment Management Inc. Rapid City SD 731 Saint Joseph St,brian.dorch@thrivent.com,,Salesforce
11110513,Inactive Investor,Allen Canete,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",allen.canete@rbc.com,,Salesforce
9547298,,Jason Garland,,,jason.n.garland@gmail.com,,List import
11080122,Inactive Investor,Sara Haley,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
1300,,Ronald Acker,CFO,Jewish Board of Family & Children Services,racker@jbfcs.org, +1 212 582 9100,Database Upload
9583090,,Steve Utrecht,,,utrechtfamily@verizon.net,,List import
10890483,Inactive Investor,Ryan Wilcoxon,,"FBL Marketing Services, LLC Sioux Falls SD 4804 S Minnesota Ave",ryan.wilcoxon@fblfinancial.com,,Salesforce
10879345,Inactive Investor,Tajmal Hussain,Registered Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
9544287,,srikanth kanchi,,,srikanth40@gmail.com,,List import
10951799,Inactive Investor,Bryan Wallace,,"M&A Securities Group, Inc.",,,Salesforce
11037161,Inactive Investor,Tiantian Li,,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,tiantian.li@jpmorgan.com,,Salesforce
10784503,Inactive Investor,Marlo Chambers,,Morgan Stanley Barrington IL 760 W Main St,marlo.chambers@morganstanley.com,,Salesforce
11082326,Inactive Investor,Stephen Mouser,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11113659,Inactive Investor,Jonathan Miller,,Evercore Group L.L.C.,jonathan.miller@evercore.com,,Salesforce
10884959,Inactive Investor,Chris Bentler,Compliance Field Supervision Director,Edward Jones Saint Louis MO Private Residence,christopher.bentler@edwardjones.com,,Salesforce
11218344,,Diyang Li,,,diyang.li@jpmorgan.com,,List Import
10776414,Inactive Investor,Robert Gemmer,Owner,"Gemmer, Robert Arden",,,Salesforce
10896032,Inactive Investor,Rafael Santandreu,Client Advisor;Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",rafael.santandreu@alexbrown.com,,Salesforce
10798694,Inactive Investor,Dorthy Jones,,PFS Investments Inc. Inglewood CA 110 S La Brea Ave,dorthy.jones@primerica.com,,Salesforce
11233933,Inactive Investor,Shawn Jones,,State Farm VP Management Corp. Chicago IL 200 S Michigan Ave,,,Salesforce
342760,,Penny Hubbard,Vice President,"Thompson Investment Management, Inc.",phubbard@thompsonim.com,608-827-5700,Manual List Upload
11140091,Inactive Investor,Avraham Roberts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",avraham.roberts@ml.com,,Salesforce
10456543,,Raymond John,,,raymond.john@simcorp.com,,Web form fillout
11107642,Inactive Investor,Trever Peterson,Financial Professional,IP Financial Advisory Services LLC Idaho Falls ID Private Residence,tpeterson@innovationpartnersllc.com,,Salesforce
10766052,Inactive Investor,Timothy Grajko,Financial Advisor;Retirement Plan Specialist,Morgan Stanley Boca Raton FL 595 S Federal Hwy,timothy.grajko@morganstanley.com,,Salesforce
225205,,David Baccile,,[Unknown],dbaccile@ncmic.com,,Other
11099298,Inactive Investor,David Boxmeyer,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
9581611,,Rolando Quintana,,,rolando.quintana@fidelity.com,,List import
10794088,Inactive Investor,Julie Ramirez,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",julie.b.ramirez@wellsfargo.com,,Salesforce
11104300,Inactive Investor,Christopher Rhyme,Chief Executive Officer;Director - Advanced Planning,Noble Wealth Management P.B.C.,chris@mynoblewealth.com,,Salesforce
11233752,Inactive Investor,Colton Adams,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11161853,Inactive Investor,Carson Stimpson,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
11096734,Inactive Investor,Bryce Powers,,Cetera Advisor Networks LLC Spokane WA 819 W 7th Ave,,,Salesforce
10438976,,Regenia Evans,,,ginae669@yahoo.com,,Web form fillout
10955714,Inactive Investor,Terrell Parker,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",terrell.parker@nm.com,,Salesforce
9606153,,Marcos Fernandez,,,marcosf0401@gmail.com,,List import
74724,,Bryan Bolton,Senior Vice President,"First Horizon Advisors, Inc.",bbolton@firsttennessee.com,615-734-6080,
10952109,Inactive Investor,Carrie Grisso,,"U.S. Bancorp Investments, Inc. Hamilton OH 150 High St",carrie.taylor1@usbank.com,,Salesforce
10952807,Inactive Investor,Thomas Curtin,,"Osaic Wealth, Inc. Windsor CT 14 Maple Ave",,,Salesforce
10758104,Inactive Investor,Michael Riordan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael.riordan@ml.com,,Salesforce
10844942,Inactive Investor,James Scanlan,Director - Business Development and Supervision;Senior Financial Advisor,Apella Wealth Providence RI 10 Dorrance St,jscanlan@apellacapital.com,,Salesforce
9569811,,Michael Dealy,,,mdealy@newtyn.com,,List import
10936393,Inactive Investor,Olukemi Olukoya,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,olukemi.olukoya@primerica.com,,Salesforce
11126882,Inactive Investor,Timothy Forster,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,tforster@rwbaird.com,,Salesforce
229593,, -,,[[Unknown]],mahmoudmohey2013@gmail.com,,
11062163,Inactive Investor,Nyisha Bell,,LPL Financial LLC Sacramento CA 8945 Cal Center Dr,nyisha.bell@lpl.com,,Salesforce
11134833,Inactive Investor,Wayne Devoe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",wayne_devoe@ml.com,,Salesforce
10845497,Inactive Investor,Scott Schnipper,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,scott.d.schnipper@jpmorgan.com,,Salesforce
11177971,Inactive Investor,Ronni Demasi,,Edward Jones Susanville CA 1740 Main St,ronni.demasi@edwardjones.com,,Salesforce
347328,,Eamonn OBrien,Chief Operating Officer,"Stansberry Asset Management, Llc",eamonn.obrien@stansberryam.com,(646) 854-4542,Manual List Upload
248921,,Giselle Nagle CA(SA),Chief Operating Officer,PhotoChromic,gn@photochromic.io,,Manual List Upload
10558776,,Robert Ellison,,,be@rated.network,,Web Form Fillout
238459,,colin.bear1@gmail.com Bear,,[Unknown],colin.bear1@gmail.com,,Organic Search
11190000,Inactive Investor,John Barela,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",jp.barela@schwab.com,,Salesforce
11171879,Inactive Investor,Eugene Johnson,,"Cambridge Investment Research, Inc. Chicago IL 307 N Michigan Ave",,,Salesforce
10952626,Inactive Investor,Alicia Glennon,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",alicia.glennon@nm.com,,Salesforce
10958989,Inactive Investor,Hayley Cullen,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,hayley.newhall@fmr.com,,Salesforce
10864255,Inactive Investor,Tyson Carlyle,,"Allstate Financial Services, LLC Meridian ID 2572 N Stokesberry Pl",tcarlyle@allstate.com,,Salesforce
10949126,Inactive Investor,David Rasmussen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.rasmussen@fmr.com,,Salesforce
9543382,,Nicholas Hastings,,,blockcolumn91@gmail.com,,List import
11102497,Inactive Investor,Jaime Junker,,LPL Financial LLC Lake Elmo MN 11550 Stillwater Blvd N,,,Salesforce
11134904,Inactive Investor,Jennifer Miranda,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",jennifer_miranda@ml.com,,Salesforce
10655898,,Anupam Pal,,,anupampal23102002@gmail.com,,Web Form Fillout
11035961,Inactive Investor,Wendy Davidson,,"Ameriprise Financial Services, LLC Arlington MA 11 Water St",wendy.e.davidson@ampf.com,,Salesforce
10987685,Inactive Investor,Megan Jones,,"Horace Mann Investors, Inc.",megan.jones@horacemann.com,,Salesforce
10844583,Inactive Investor,David Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",djohnson58@ml.com,,Salesforce
10916773,Inactive Investor,Elvin Miller,Financial Advisor;Member,Texas Asset Management,,,Salesforce
9556031,,Michael Murray,,,mmurray@commonwealth.com,,List import
10778508,Inactive Investor,Ryan Shorey,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,ryan.shorey@fidelity.com,,Salesforce
11051307,Inactive Investor,Craig Covington,,"DAI Securities, LLC",craigc@daisecurities.com,,Salesforce
10864688,Inactive Investor,Jeff Caruthers,,"FBL Marketing Services, LLC Chandler OK 802 Manvel Ave",jeff.caruthers@fbfs.com,,Salesforce
10838431,Inactive Investor,Kyle Cooper,Financial Advisor,"Raymond James & Associates, Inc. Cleveland TN 3780 Ocoee Pl NW",kyle.cooper@raymondjames.com,,Salesforce
11067929,Inactive Investor,Abraham Abich,Chief Executive Officer;Founder,"Abich Financial Wealth Management, LLC",,,Salesforce
10962362,Inactive Investor,Adam Stoskopf,,"Farmers Financial Solutions, LLC Papillion NE 701 Olson Dr",,,Salesforce
10799765,Inactive Investor,Dan Viola,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Brookfield WI 18500 W Corporate Dr",dan.viola@rbc.com,,Salesforce
10760727,Inactive Investor,Joy Stoneham,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",joy_stoneham@ml.com,,Salesforce
10887167,Inactive Investor,Colman Bank,,"Arlington Securities, Inc. Saint Louis MO 4 The Pines Ct",,,Salesforce
10614779,,Russell Weill,"Financial Advisor, Senior Vice President",,russell.weill@morganstanley.com,,List Import
10614252,,Philip Michael,"Financial Advisor, Senior Vice President",,philip.michael@wellsfargo.com,,List Import
10927947,Inactive Investor,Brent Cattani,Financial Advisor,PFG Advisors Chandler AZ 1990 W Elliot Rd,,,Salesforce
10850586,Inactive Investor,Leah Mains,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10554982,,SANKET KAMBALE,,,sanketkamble305@gmail.com,,Web Form Fillout
10841754,Inactive Investor,Edward Winslow,,"Western International Securities, Inc. Central Point OR Private Residence",ewinslow@wisdirect.com,,Salesforce
11048322,Inactive Investor,Alyssa Marazzi,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
10835541,Inactive Investor,Michael Gardiner,Financial Advisor,LPL Financial LLC Canadian TX 310 Main St,mike.gardiner@lpl.com,,Salesforce
11137183,Inactive Investor,Hershall Stapleton,Financial Advisor,Edward Jones Newnan GA 32 Hospital Rd,ashley.stapleton@edwardjones.com,,Salesforce
10647041,,Brandon McIlroy,,,brandon.mcilroy@lfg.com,,List import
10817302,Inactive Investor,Jeffrey Hybiak,Chief Operating Officer;Secretary;Senior Portfolio Manager;Vice President,SEM Wealth Management New Kent VA 11815 Aspengraf Ln,jhybiak@semwealth.com,,Salesforce
11048573,Inactive Investor,Tony Bellomo,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,tony.bellomo@ubs.com,,Salesforce
11297809,,Jared Gilsenan,,,jared.gilsenan@gmail.com,,Web Form Fillout
10815712,Inactive Investor,Duane Roberts,Director - Equities;Executive Vice President;Portfolio Manager,Dana Investment Advisors Inc Irving TX 4524 Byron Cir,duane@danainvestment.com,,Salesforce
11094212,Inactive Investor,Samuel Small,,PFS Investments Inc. Horn Lake MS 1426 Nail Rd W,samuelsmall@primerica.com,,Salesforce
11050649,Inactive Investor,Scott Hutchison,,Cetera Investment Services LLC Ridgeland MS 1020 Highland Colony Pkwy,,,Salesforce
410,,,,,aiden3985@interia.pl,,
10850808,Inactive Investor,Jeffrey Hess,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",jhess@ampf.com,,Salesforce
10988472,Inactive Investor,Richard Brondyke,Division Leader;Investment Advisor Representative,PFS Investments Inc. Lancaster PA 1655 Manheim Pike,rbrondyke@primerica.com,,Salesforce
50612,,Kevin Peacock,,Astra Strategic Wealth,kpeacock@astrasw.com,(646) 941-8073,Organic Search
231628,,Alex Acheampong -,,Alex Acheampong [[Unknown]],alexachempon@gmail.com,,Advertising
9573401,,Dianne Goedtel,,,dgoedtel@nationalsecurities.com,,List import
10616949,,Michael Cohen,,,m.cohen@raymondjames.com,,List Import
11096613,Inactive Investor,Suzy Hsieh,,Fidelity Brokerage Services LLC,,,Salesforce
11107595,Inactive Investor,Nick Brown,Founder,The Planning Group,nbrown@planning-group.com,,Salesforce
10918898,Inactive Investor,Joshua Chase,,"Osaic Wealth, Inc. Portland ME 2 Portland Sq",,,Salesforce
11051804,Inactive Investor,Terry Lenoir,,PFS Investments Inc. Suisun City CA 700 Main St,terry.lenoir@primerica.com,,Salesforce
7851,,Anand Agarwal,,[[Unknown]],anandsemails@gmail.com,,Direct
11127491,Inactive Investor,Steven Roussel,,"Osaic Wealth, Inc. Brentwood TN 216 Centerview Dr",,,Salesforce
143968,,Derek Johnson,,"MML Investors Services, LLC",derekjohnson@financialguide.com,414-615-4850,
10774422,Inactive Investor,Seth Ripple,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,seth.ripple@ubs.com,,Salesforce
11136415,Inactive Investor,Jing Lin,,Citigroup Global Markets Inc.,,,Salesforce
9545508,,Karina Camacho,,,kcamacho@ameritas.com,,List import
11065944,Inactive Investor,Marshall Crawford,,State Farm VP Management Corp.,marshall.crawford.ppvx@statefarm.com,,Salesforce
10776517,Inactive Investor,Alyssa Soto,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",alyssa_soto@ml.com,,Salesforce
11024642,Inactive Investor,Nelson Burbank,,"Raymond James Financial Services, Inc. York ME 298 York St",nelson.burbankjr@raymondjames.com,,Salesforce
11156650,Inactive Investor,Diane Hawk,,Santander Securities LLC Monroe Township NJ 226 Cranbury Half Acre Rd,diane.hawk@santander.us,,Salesforce
11222440,,David Kubicek,,,dkubicek@trademgmt.com,,List Import
6650727,,Dalim sarker,,,dalimdalimsarker902@gmail.com,,Web form fillout
10780738,Inactive Investor,Ian Riley,,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,ian.riley@ms.com,,Salesforce
11054168,Inactive Investor,Becky Lawson,,"CUSO Financial Services, L.P. Summerville SC 1000 N Main St",,,Salesforce
10845354,Inactive Investor,Gregory Womack,Chief Compliance Officer;Corporate Secretary;Owner;President;Treasurer,"Womack Investment Advisers, Inc",greg@womackadvisers.com,,Salesforce
10885045,Inactive Investor,Charles Fryling,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,mitch.fryling@fmr.com,,Salesforce
11187499,Inactive Investor,Lawrence Goldstein,,LPL Financial LLC Dallas TX 6009 Belt Line Rd,lawrence.goldstein@lpl.com,,Salesforce
10954415,Inactive Investor,Aidin Soltani Hendesi,,"Wells Fargo Clearing Services, LLC Cupertino CA 10260 S De Anza Blvd",aidin.soltanihendesi@wellsfargo.com,,Salesforce
10616072,,Andrew Dunbar,,,andrew.dunbar@ampf.com,,List Import
9574341,,Kendra McCartney,,,kmccartney@ayco.com,,List import
10835632,Inactive Investor,Scott Rhodes,Principal;Senior Advisor,Northwest Capital Management Inc. Seattle WA 601 Union St,scottr@nwcm.com,,Salesforce
9554387,,Dino Efthimiou,,,dino@deltawealthadv.com,,List import
11041615,Inactive Investor,Timothy Hando,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,timothy.hando@ubs.com,,Salesforce
11172241,Inactive Investor,Ryan Collins,Chief Compliance Officer;Investment Advisor Representative,Invictus Advisory Services,ryan@trustinvictus.com,,Salesforce
11089316,Inactive Investor,Daniel Wisniewski,Associate Vice President;Branch Manager,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",daniel.wisniewski@raymondjames.com,,Salesforce
10885596,Inactive Investor,Daniel Rattigan,Financial Advisor,LPL Financial LLC Washington Crossing PA 1120 Taylorsville Rd,daniel.rattigan@lpl.com,,Salesforce
10981831,Inactive Investor,Lindsey Forcione,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",lindsey.forcione@nm.com,,Salesforce
10868085,Inactive Investor,Harriss Lauderdale,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",harriss.lauderdale@ml.com,,Salesforce
10982539,Inactive Investor,Joshua Foster,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
11260642,Inactive Investor,Jennie Ebihara,,Evercore Group L.L.C.,,,Salesforce
10995588,Inactive Investor,Sebastian Ruder-Sanchez,Associate,Neuberger Berman BD LLC,,,Salesforce
59455,,Brian Mars,"Financial Advisor, Investment Advisor Representative, President, Shareholder",MarsJewett Financial Group,brian@marsjewett.com,425-289-5000,
340907,,Nalini Singh,Sr. Investor Relations Specialist,"Eos Management, L.p.",nsingh@eospartners.com,212-832-5800,Manual List Upload
9564691,,Esther Richards,,,estarrichards@gmail.com,,List import
193325,,Elena Motta,,[Unknown],elena.motta@vontobel.com,,
9577550,,serge perusse,,,drpserge@gmail.com,,List import
11199761,Inactive Investor,Steven Anderson,Financial Advisor,Edward Jones Omaha NE 8901 Indian Hills Dr,steven.anderson@edwardjones.com,,Salesforce
9550976,,Scott Silver,,,ssilver@nuttreecapital.com,,
11071831,Inactive Investor,Maria Villon Bustillo,,Goldman Sachs & Co.,,,Salesforce
11092600,Inactive Investor,Edward Morehouse,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",edward.morehouse@equitable.com,,Salesforce
9564617,,John Bunzel,,,john.bunzel@morganstanley.com,,List import
11044028,Inactive Investor,Eric Kleinschmidt,Chief Compliance Officer,"South Street Advisors, LLC New York NY 369 Lexington Ave",,,Salesforce
11091483,Inactive Investor,Michael Leonard,Financial Advisor,"Wells Fargo Clearing Services, LLC Daytona Beach FL 1540 Cornerstone Blvd",michael.leonard@wfadvisors.com,,Salesforce
11184207,Inactive Investor,Kate Curcio,Investment Associate,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",kate.curcio@rbc.com,,Salesforce
10837531,Inactive Investor,Taylor Klipp,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Marquette MI 205 S Front St",taylor.klipp@nm.com,,Salesforce
9637305,,daisy Shen,,,daisy@token.im,,List import
11158621,Inactive Investor,Zachary Steinhandler,,MariPau Wealth Management LLC Evanston IL 909 Davis St,,,Salesforce
9603026,,Steven Gumeiner,,,gasman17a@msn.com,,List import
11190617,Inactive Investor,Kally Tsangaris,President,"RCS Financial Advisors, Ltd",,,Salesforce
11111201,Inactive Investor,John Caswell,Financial Advisor,Park Avenue Securities LLC Baton Rouge LA 10000 Perkins Rowe,jp_caswell@glic.com,,Salesforce
10815167,Inactive Investor,Katie Gilbeau,Financial Advisor,Edward Jones Elk Grove CA 9075 Elk Grove Blvd,katie.crayton@edwardjones.com,,Salesforce
10969176,Inactive Investor,Curtis Behrend,,"Pruco Securities, LLC. Maryville MO 111 E Jenkins St",curtis.behrend@prudential.com,,Salesforce
227621,, -,,[[Unknown]],glenrogers73@yahoo.com,,Organic Search
10895848,Inactive Investor,Lisa Arcuria,,"M Holdings Securities, Inc. Westlake Village CA 2555 Townsgate Rd",,,Salesforce
10968557,Inactive Investor,Michael Kloetzke,,"Osaic Wealth, Inc.",,,Salesforce
10967990,Inactive Investor,Paul Pulera,,"Harbour Investments, Inc. Kenosha WI 5455 Sheridan Rd",ptpulera@hirep.net,,Salesforce
10868426,Inactive Investor,Joshua Sprague,,"Allstate Financial Services, LLC Coeur D Alene ID 1621 N 3rd St",joshuasprague@allstate.com,,Salesforce
10977435,Inactive Investor,Seth Kunkel,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11002778,Inactive Investor,Anique Bailey,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,,,Salesforce
11087441,Inactive Investor,Dennis Gilliam,,LPL Financial LLC Little Rock AR 11601 Pleasant Ridge Rd,dennis.gilliam@lpl.com,,Salesforce
10839886,Inactive Investor,Sergio Modernel,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Holmdel NJ 101 Crawfords Corner Rd",sergio.a.modernel@ampf.com,,Salesforce
11180177,Inactive Investor,Michael Smith,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 330 N Higgins Ave",michael.o.smith@ml.com,,Salesforce
11040254,Inactive Investor,Patrick Emond,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",patrick.emond@ml.com,,Salesforce
9607306,,Amanda Weldon,,,aweldon@wescott.com,,List import
9553204,,jack Chu,,,jack13331@rocketmail.com,,List import
10916205,Inactive Investor,Scott Lundy,,"Osaic Wealth, Inc. Willmar MN 309 Lakeland Dr SE",,,Salesforce
155681,,Artem Svinin,,[Unknown],arteemsvinin@yandex.ru,,
11145878,Inactive Investor,Jeri Bowers,,PFS Investments Inc. Portland TN 124 Main St,jeri.bowers@primerica.com,,Salesforce
10903724,Inactive Investor,Karen Heltzel,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",,,Salesforce
10864206,Inactive Investor,Liangke Yu,Private Client Advisor,J.P. Morgan Securities LLC Temple City CA 9647 Las Tunas Dr,vincent.yu@jpmorgan.com,,Salesforce
11077646,Inactive Investor,Joseph Byrne,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9573409,,Matthew Sippel,,,msippel@induscap.com,,List import
10941832,Inactive Investor,Navjit Singh,Associate;Client Service Associate,"Ameriprise Financial Services, LLC Camp Hill PA 214 Senate Ave",navjit.singh@ampf.com,,Salesforce
11018614,Inactive Investor,John Ferris,,Vanguard Marketing Corporation,,,Salesforce
9629966,,Scott Albrecht,,,salbrech@gmail.com,,List import
11082763,Inactive Investor,Kristin Dawson,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,kdawson@primerica.com,,Salesforce
10789700,Inactive Investor,Mark King,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",mark.king@raymondjames.com,,Salesforce
10933570,Inactive Investor,Angelia Jones,,PFS Investments Inc. Shreveport LA 3003 Knight St,angelia.jones@primerica.com,,Salesforce
10925808,Inactive Investor,Bryan White,Financial Advisor,Edward Jones Flint TX 10760 FM 2813,bryan.white@edwardjones.com,,Salesforce
235475,, -,,[[Unknown]],thomasreldridge@gmail.com,,
4436151,,john stivnson,,,johnson2@co.ltd,2059462108,Web Form Fillout
10781132,Inactive Investor,Steven Anderson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10933248,Inactive Investor,Nain Perez,Financial Advisor,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",nain.perez1@valic.com,,Salesforce
10865937,Inactive Investor,Charles Morgan,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,chuck.morgan.bvog@statefarm.com,,Salesforce
10837765,Inactive Investor,Robert Dick,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",robert_dick@ml.com,,Salesforce
11120166,Inactive Investor,Joao Bastos,Assistant Vice President,Citigroup Global Markets Inc. Miami Beach FL 401 Arthur Godfrey Rd,joao.c.bastos@citi.com,,Salesforce
10780969,Inactive Investor,Amy Baker,Assistant Vice President;Institutional Consulting Analyst,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,amy.l.baker@morganstanley.com,,Salesforce
10811383,Inactive Investor,Gary Warren,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 501 N Main St",gary_warren@ml.com,,Salesforce
84153,,Varun Hegde,,[Unknown],vhegaday@gmail.com,6097512669,
9595588,,Susan Hagley,,,shagley@ofgltd.com,,List import
10802634,Inactive Investor,Betsabet Romero,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,betsy.romero@ubs.com,,Salesforce
11155345,Inactive Investor,Barbara Klempel,,J.P. Morgan Securities LLC Grand Haven MI 1001 Robbins Rd,,,Salesforce
201473,,Jay Shah,Financial Advisor,Eagle Strategies LLC,jashah@ft.newyorklife.com,407-999-0366,
11219847,,Gary Retelny,,,gary.retelny@issgovernance.com,,Other
10831606,Inactive Investor,Raj Tewari,Chief Operating Officer;Chief Operations Officer;Director,"Glenmede Investment Management, LP",raj.tewari@glenmede.com,,Salesforce
11076335,Inactive Investor,Dean Martin,Financial Advisor,Edward Jones New Roads LA 102 E Main St,dean.martin@edwardjones.com,,Salesforce
10921697,Inactive Investor,William Dobbins,Financial Advisor,"CUSO Financial Services, L.P. Saint George UT 2722 Red Cliffs Dr",,,Salesforce
9622785,,Cindy Leow,,,cindy@256.capital,,List import
9609322,,GARY MANCO,,,mancogary@yahoo.com,,List import
11170015,Inactive Investor,Aidel Ezagui,,Stephens New York NY 660 5th Ave,aezagui@stephens.com,,Salesforce
11028051,Inactive Investor,Kasey Dial,,"Osaic FA, Inc. Columbia MO 1110 Club Village Dr",,,Salesforce
10510743,,Scott Altschul,Chief Investment Strategist,"Conexus Capital Management, LLC",scott@conexuscap.com,,List Import
9556680,,Robert Mullen,,,boblen01@aol.com,,List import
10862127,Inactive Investor,Luke Mcdonald,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",luke.mcdonald@ml.com,,Salesforce
11262879,,Anthony Bethel,,,keibeh880@gmail.com,,Web Form Fillout
10965065,Inactive Investor,Alexis Brown,Chief Operating Officer;Portfolio Manager,"Alexis Investment Partners, LLC",alexis@alexisinvests.com,,Salesforce
11222724,,Michael Bergeron,,,mike@strengthcapital.com,,List import
235301,, -,,[[Unknown]],marcio.azevedo7@icloud.com,,Paid Social
11025258,Inactive Investor,Tiffany Smith,Private Client Advisor;Senior Vice President - Investments,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,tiffany.l.smith@chase.com,,Salesforce
11221149,,Peter Woolston,,,peter@burney.com,,List Import
248666,,Vimal Shukla,Ceo,Smart cosmos,vimal.shukla@smartcosmos.com,,Manual List Upload
10846104,Inactive Investor,Rodney Holloway,Portfolio Manager;Shareholder,"Comprehensive Financial Consultants Institutional, Inc.",rodholloway@cfci.us,,Salesforce
11033247,Inactive Investor,Cindy Howard,,"Mutual Securities, Inc. Tampa FL 3708 W Swann Ave",cindy.howard@mutualsecurities.com,,Salesforce
9585285,,Henry Hackel,,,hhackel@rflafferty.com,,List import
344474,,Anina Tommaso,Financial Paraplanner,"The Planning Center, Inc.",anina@theplanningcenter.com,309-797-4030,Manual List Upload
11068044,Inactive Investor,Dominic Shea,,"Wells Fargo Advisors Financial Network, LLC Hendersonville NC Private Residence",dominic.f.shea@wellsfargoadvisors.com,,Salesforce
11024825,Inactive Investor,Aisha Kumar,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",kumara@stifel.com,,Salesforce
10995815,Inactive Investor,Daniel Beausejour,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,daniel.beausejour@jpmorgan.com,,Salesforce
371594,,Tina Ellington,,United States,tje247365@gmx.com,,Salesforce
11102692,Inactive Investor,Sameer Semerkant,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9543623,,ilsung Jung,,,bandwidth@empas.com,,List import
71674,,Donny Winata,,Indonesia,donnywinata97@gmail.com,,
10656903,,Su Yu,,,syu@primerica.com,,List Import
10833448,Inactive Investor,Anne Haggerty,Chief Compliance Officer;Director - Operations,"AlphaMark Advisors, LLC",ahaggerty@alphamarkadvisors.com,,Salesforce
10647431,,Slava Davidoff,,,slava.davidoff@tiaa.org,,List Import
10487959,,Alexander Nierling,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",alex.nierling@rbc.com,,List Import
11180171,Inactive Investor,Hakim Clayton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10930145,Inactive Investor,Salvatore Sigleski,,"The Leaders Group, Inc.",,,Salesforce
11049186,Inactive Investor,William Thom,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,william.thom@primerica.com,,Salesforce
10614355,,Dana Lind,Financial Advisor,,dana_lind@glic.com,,List Import
9569425,,Damien Nguyen,,,dnguyen@consonancecapital.com,,List import
11129119,Inactive Investor,Ngoc Thai,Financial Planning Assistant,"Ameriprise Financial Services, LLC Saint Paul MN 14985 Glazier Ave",ngoc.thai@ampf.com,,Salesforce
9550430,,Matthew Kowieski,,,mkowieski@zieglercap.com,,List import
10784000,Inactive Investor,Robin Dietz,,"MML Investors Services, LLC Longmeadow MA 44 Canterbury Ln",rdietz@financialguide.com,,Salesforce
10821047,Inactive Investor,Thomas Schreck,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Reading PA 1350 Broadcasting Rd,thomas.schreck@morganstanley.com,,Salesforce
10977107,Inactive Investor,Erin Geahry,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",erin.geahry@nm.com,,Salesforce
11111557,Inactive Investor,Adam Stevko,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",adam_stevko@ml.com,,Salesforce
10619364,,Samuel Sesto,,,samuel.sesto@morganstanley.com,,List Import
11138254,Inactive Investor,Joseph Nacca,Financial Advisor;Vice President,"Sage, Rutty & Co., Inc.",jnacca@sagerutty.com,,Salesforce
11080156,Inactive Investor,David Sullivan,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Westport CT 8 Wright St,d.sullivan@ubs.com,,Salesforce
10644325,,Charles Towns,,,chucktowns@allstate.com,,List Import
9591347,,Bev Cox,,,bev@bcoxplanning.com,,List import
10645052,,Daniel Koutris,,,daniel.koutris@citigroup.com,,List Import
10854068,Inactive Investor,Kory Waller,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Waller Wealth Management, LLC",,,Salesforce
10824019,Inactive Investor,Philip Salvador,Benefits Consultant;Member,"MPS-Loria Financial Planners, LLC",pwallace@mpsloria.com,,Salesforce
10948729,Inactive Investor,Dolapo Bankole,,"Raymond James Financial Services, Inc.",dolapo.bankole@raymondjames.com,,Salesforce
9608540,,Blake Elias,,,blakeelias@gmail.com,,List import
9541673,,Dominick DiBenedetto,,,dibenedetto2424@gmail.com,,List import
370944,,Tushar Bidhuri,,India,tusharbidhuri01@gmail.com,,Salesforce
11104405,Inactive Investor,Cami Koehn,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",cami.koehn@nm.com,,Salesforce
10866540,Inactive Investor,Jonathon Much,Chief Operating Officer;Vice President,"CTS Financial Planning, Inc.",jmuch@ctsfinancialgroup.com,,Salesforce
10798828,Inactive Investor,Virginia Moye,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Grass Valley CA 360 Sierra College Dr,vmoye@rwbaird.com,,Salesforce
11201623,Inactive Investor,Joseph Feldhaus,,"Raymond James Financial Services, Inc. Shelbyville TN 712 N Main St",joseph.feldhaus@raymondjames.com,,Salesforce
9587563,,Jairus Halladay,,,halladay.jairus@principal.com,,List import
10801478,Inactive Investor,Heather Rich,Investment Advisor;Managing Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9583810,,Elizabeth Eli,,,egilli305@gmail.com,,List import
11154077,Inactive Investor,Rey Garza,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",rey.x.garza@ampf.com,,Salesforce
10618924,,Joseph Batelli,,,joseph.batelli@morganstanley.com,,List Import
10755012,Inactive Investor,Barbara Obrochta,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend IN 100 N Michigan St",barbara_obrochta@ml.com,,Salesforce
10781857,Inactive Investor,Randal Collins,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,randal_collins@vanguard.com,,Salesforce
11086370,Inactive Investor,Brendan Harty,,NYLIFE Securities LLC Andover MA 2 Elm Sq,bharty@ft.newyorklife.com,,Salesforce
10603606,,Nels Wangensteen,"Chief Executive Officer, Co-Founder, Managing Partner, Portfolio Manager",Maytech Global Investments,nels.wangensteen@maytechglobal.com,212-812-2307,List Import
11161879,Inactive Investor,Brian Marquez,Senior Wealth Advisor,"Cadaret, Grant & Co., Inc. San Jose CA 3031 Tisch Way",,,Salesforce
11001878,Inactive Investor,Joseph Rogers,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",joe.rogers@nm.com,,Salesforce
11222073,,John Prior,,,jprior@needhamco.com,,List import
10804551,Inactive Investor,Milta Padilla,Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",mimi.padilla@ml.com,,Salesforce
10985694,Inactive Investor,Daniel Potts,Financial Advisor,Lincoln Investment Salisbury NC Private Residence,dpotts@lincolninvestment.com,,Salesforce
10126070,,Nazır Kahraman,,,gazap79@gmail.com,,Web Form Fillout
11117806,Inactive Investor,Rejeana Turner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10940010,Inactive Investor,Blake Holifield,,Fidelity Brokerage Services LLC,,,Salesforce
11043995,Inactive Investor,Karen Burris,Chief Compliance Officer;Client Advisor;Senior Financial Advisor,White Sand Wealth Management,,,Salesforce
10938234,Inactive Investor,Leslie Rubin,,GWN Securities Inc. Northbrook IL 900 Skokie Blvd,lrubin@gwnsecurities.com,,Salesforce
11116727,Inactive Investor,Gerald Silberman,Director - Investments;Financial Advisor;Functional Manager,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",gsilberman@financialguide.com,,Salesforce
10870302,Inactive Investor,Larry Wilson,Investment Advisor Representative,"Voya Financial Advisors, Inc. Jackson MS Private Residence",larry.wilson@voyafa.com,,Salesforce
11204432,Inactive Investor,Kristina Chen,Account Executive;Team Leader,Fisher Investments,,,Salesforce
172498,,ye qian,,[Unknown],756444936@qq.com,,Organic Search
10761346,Inactive Investor,David Repko,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lutherville Timonium MD 9515 Deereco Rd",david.m.repko@ampf.com,,Salesforce
10939080,Inactive Investor,Philip Browne,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",,,Salesforce
10882973,Inactive Investor,Sandra Kim-Her,,"Wells Fargo Clearing Services, LLC San Jose CA 1730 Saratoga Ave",sandra.a.kim@wellsfargo.com,,Salesforce
10824355,Inactive Investor,Sean Herlihy,Investment Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",sean.herlihy@rbc.com,,Salesforce
10768899,Inactive Investor,Michael Rosa,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",michael_rosa@ml.com,,Salesforce
10888399,Inactive Investor,Jeffrey Helgeson,,Stonex Securities Inc. Lynchburg VA 2250 Murrell Rd,,,Salesforce
11069805,Inactive Investor,Dennis Fergusson,Investment Advisor Representative,Commonwealth Financial Network North Reading MA 200 Park St,dfergusson@commonwealth.com,,Salesforce
10891995,Inactive Investor,Casey Doody,Chief Compliance Officer;Chief Executive Officer,"Portland Investment Advisors, LLC.",casey.doody@piallc.us,,Salesforce
10954280,Inactive Investor,Tom Barclay,Financial Advisor,LPL Financial LLC Tulsa OK 7633 E 63rd Pl,tom.barclay@lpl.com,,Salesforce
249233,,Christina Cerroni,,CryptoXchange,cerroni@cerronic.com,,Manual List Upload
11167562,Inactive Investor,Derek Russell,,"American Portfolios Financial Services, Inc. Binghamton NY 130 Riverside Dr",,,Salesforce
9553753,,Kyle Shelton,,,kshelton5762@gmail.com,,List import
10941309,Inactive Investor,Jeffrey Wangsgard,,"Portside Wealth Group, LLC",,,Salesforce
11109530,Inactive Investor,Michael McFaul,Financial Advisor,"Voya Financial Advisors, Inc. North Charleston SC Private Residence",michael.mcfaul@voya.com,,Salesforce
10902484,Inactive Investor,Cindrell Thomas,Senior Vice President,PFS Investments Inc. Sugar Land TX 12808 W Airport Blvd,cindrell.wilson@primerica.com,,Salesforce
106081,,Nick Peterson,,Slalom,nickpeterson92@gmail.com,12537200240,Direct
11126434,Inactive Investor,Patricia Curran,,"Osaic Wealth, Inc. Cranston RI 2000 Chapel View Blvd",,,Salesforce
231649,, -,,[[Unknown]],ohio99@gmail.com,,
373429,,yijun yang,,[Unknown],1178253060@qq.com,,source
1001608,Inactive Investor,David Jallits,Chief Investment Officer,Duchossois Capital Management,djallits@duch.com, +1 312 586 2080,Database Upload
10879000,Inactive Investor,Valerie Hurst,Wealth Advisor;Wealth Manager,United Capital Financial Advisors Modesto CA 1200 Scenic Dr,valerie.hurst@gs.com,,Salesforce
11142291,Inactive Investor,Michelle Scrivani,Supervisory Principal,LPL Financial LLC Tonawanda NY Private Residence,michelle.scrivani@lpl.com,,Salesforce
10942335,Inactive Investor,Jefferson Ashley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10928271,Inactive Investor,Willie Williams,,PFS Investments Inc. San Jose CA 3031 Tisch Way,willie.williams@primerica.com,,Salesforce
235661,, -,,[[Unknown]],jagdis4@gmail.com,,
10793788,Inactive Investor,Heath Hightower,Financial Advisor;Shareholder,Financial Synergies,hhightower@finsyn.com,,Salesforce
10867346,Inactive Investor,Gregory Rollins,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
9627117,,Andre Swanston,,,andrey@swanston.org,,List import
11219110,,Brent Gorter,,,brentgorter@silveroaksecurities.com,,Other
11012303,Inactive Investor,Richard Galli,,L.O. Thomas & Co. Inc.,,,Salesforce
371372,,Raj Karkara,,"Kanso Strategy, LLC",raj.karkara@gmail.com,8016749907,Salesforce
10972770,Inactive Investor,Joseph Raszewski,Wealth Advisor,First Foundation Advisors,jraszewski@ff-inc.com,,Salesforce
10844320,Inactive Investor,Timothy Baltz,,LPL Financial LLC Doylestown PA 259 Veterans Ln,timothy.baltz@lpl.com,,Salesforce
11103508,Inactive Investor,Jesica Murature,Chief Compliance Officer,Nexgen Investments LLC,,,Salesforce
10810678,Inactive Investor,Deanna Derosa,Vice President - Wealth Management,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",deanna.derosa@raymondjames.com,,Salesforce
11254193,Inactive Investor,Estrella Lopez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10796420,Inactive Investor,Nicole Drury,Executive Director - Wealth Management;Family Wealth Director;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,nicole.drury@morganstanley.com,,Salesforce
10935398,Inactive Investor,Nikolas McWhirter,,J.P. Morgan Securities LLC Greenwell Springs LA 6627 Sullivan Rd,nik.mcwhirter@jpmorgan.com,,Salesforce
27557,,Christian Zhou,Investment Analyst,"Blackcrane Capital, LLC",christian@blackcranecap.com,,Database Upload
6575583,,Jasminn jonh,,,helove9501@crtsec.com,,Web Form Fillout
11069385,Inactive Investor,Keir Tilford,,"Empower Financial Services, Inc",keir.tilford@empower.com,,Salesforce
10992660,Inactive Investor,Lyndah Tello,District Leader,PFS Investments Inc. Garner NC 500 Benson Rd,ltello@primerica.com,,Salesforce
333343,,James Bolton,,Wesbanco Trust,jbolton@wesbanco.com,,Manual List Upload
9127792,,Casey Laflame,,,casey.laflamme@gs.com,,List Import
10848796,Inactive Investor,Paul Briles,Senior Financial Services Representative,"Principal Securities, Inc. Bettendorf IA 5207 Competition Dr",briles.paul@principal.com,,Salesforce
11189021,Inactive Investor,Rudolph Sturgeon,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
11166284,Inactive Investor,Michael Bennett,Branch Manager;Financial Advisor,Janney Montgomery Scott LLC Williamsport PA 25 W 3rd St,mbennett@janney.com,,Salesforce
10843565,Inactive Investor,Anthony Disalvo,Wealth and Retirement Planning Advisor-Partner,"Cambridge Investment Research, Inc. Williamsport PA 101 W 3rd St",adisalvo@clearviewadvisorspa.com,570-601-6757,Salesforce
10355857,,Cedric Pilot,,,pilotcedric@gmail.com,,Web form fillout
11019871,Inactive Investor,Nathaniel Cornell,,Warm Springs Advisors Inc.,,,Salesforce
11027965,Inactive Investor,Alyssa Harcar,,State Farm VP Management Corp. Ellwood City PA 324 Sims St,,,Salesforce
9591868,,Rick Nagel,,,rnagel@acorngrowthcompanies.com,,List import
10821946,Inactive Investor,Wayne Whaley,Executive Vice President,Witter & Lester Inc,,,Salesforce
10787558,Inactive Investor,Michael Morris,,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,m.w.m@jpmorgan.com,,Salesforce
10843068,Inactive Investor,Christopher Erickson,Chief Compliance Officer;Member;President,Northland Capital Management,chris@northlandcap.com,,Salesforce
9565959,,Sandra Lackman,,,slackman@lifemark.com,,List import
11195328,Inactive Investor,Timothy Jones,,"Cambridge Investment Research, Inc. Addison TX 15851 Dallas Pkwy",tjones@adaptfa.com,972-771-6611,Salesforce
10948437,Inactive Investor,Kaleb Dickerson,,"Raymond James Financial Services, Inc. Lebanon TN 623 W Main St",kaleb.dickerson@raymondjames.com,,Salesforce
11166289,Inactive Investor,Loyd Rawls,,Lincoln Investment Orlando FL 1710 W Colonial Dr,,,Salesforce
11189308,Inactive Investor,Kristi Zakrzewski,Financial Advisor,LPL Financial LLC Littleton CO Private Residence,kristi.zakrzewski@lpl.com,,Salesforce
10765927,Inactive Investor,Travis Miller,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,travis.miller@ubs.com,,Salesforce
203096,,Ja Fi,,[Unknown],followh3rmes@gmail.com,,Organic Search
184608,,EDUARDO NOVILLO ASTRADA,CEO & COFOUNDER,AGROTOKEN,eduardo@agrotoken.io,91141735465,
11209461,Inactive Investor,David Yu,Chief Compliance Officer;Financial Planner;President,Pacific United Planning Pomona CA 20 Los Coyotes Dr,,,Salesforce
229747,, -,,[[Unknown]],mq72359@gmail.com,,
10860370,Inactive Investor,Brian Cox,Chief Compliance Officer;Principal,"Astoria Strategic Wealth, Inc. Flower Mound TX 2201 Long Prairie Rd",bcox@pauleyfinancial.com,,Salesforce
11069971,Inactive Investor,Cindy Webb,,"TIAA-CREF Individual & Institutional Services, LLC Iowa City IA 941 2nd Ave",cindy.webb@tiaa.org,,Salesforce
11003892,Inactive Investor,Justino Coelho Junior,,EFG Capital International,,,Salesforce
9630618,,Keenan Robinson,,,keenan.t.robinson@gmail.com,,List import
11006518,Inactive Investor,Judith Nelson,,"Wells Fargo Clearing Services, LLC",judith.nelson@wfadvisors.com,,Salesforce
10811575,Inactive Investor,Ryan Scott,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,ryan.scott@lpl.com,,Salesforce
10799424,Inactive Investor,Douglas Dulac,,United Planners' Financial Services of America A Limited Partner Carmel ME Private Residence,dadulac@unitedplanners.com,,Salesforce
11197201,Inactive Investor,Maggie Hoops,Managing Director,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10871912,Inactive Investor,Matthew Margolis,Financial Advisor;Investment Portfolio Associate,"Raymond James & Associates, Inc. Newtown PA 5 Caufield Pl",matt.margolis@raymondjames.com,,Salesforce
374359,,Nancy Rizzuto,Managing Member,Capital Strategies Investment Group Llc,nrizzuto@capstratig.com,1-630-320-5100,Manual List Upload
11077716,Inactive Investor,Cote Mangel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Billings MT Private Residence",cote.mangel@schwab.com,,Salesforce
166934,,Geoffrey Pratt,,[Unknown],gpratt918@gmail.com,,Organic Search
10976946,Inactive Investor,Hayden Roach,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11051802,Inactive Investor,Kenneth Russell,Chief Executive Officer;President;Regulatory Contact,"GSB Wealth Management, LLC Guilford CT 2614 Boston Post Rd",ken@greyledge.com,,Salesforce
10871195,Inactive Investor,Kevin Berry,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,kevin.berry@fmr.com,,Salesforce
9548445,,Carlie Partridge,,,carlie.partridge@gmail.com,,List import
10847326,Inactive Investor,Marie Spring,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,marie.spring@fidelity.com,,Salesforce
11045021,Inactive Investor,Mark Diver,,"Cambridge Investment Research, Inc. Frederick MD 5100 Buckeystown Pike",,,Salesforce
10777939,Inactive Investor,Christopher Connolly,Branch Manager;Executive Director,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,christopher.connolly@ubs.com,,Salesforce
11088900,Inactive Investor,Richard Fine,Director - Financial Planning;Principal,"Sensible Financial Planning and Management, LLC",rfine@sensiblefinancial.com,,Salesforce
10991142,Inactive Investor,Michael Chavez,Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",michael.chavez@tiaa.org,,Salesforce
11078711,Inactive Investor,Kolby Smyth,,J.P. Morgan Securities LLC Baton Rouge LA 6170 Jones Creek Rd,kolby.smyth@chase.com,,Salesforce
11046677,Inactive Investor,Stefan Vitanza,Financial Advisor,PNC Investments Austin TX 1703 W 5th St,stefan.vitanza@pnc.com,,Salesforce
10957022,Inactive Investor,Harraj Sandhu,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10928264,Inactive Investor,Beatrice Signars,,PFS Investments Inc. Mandeville LA 1131 N Causeway Blvd,beatrice.signars@primerica.com,,Salesforce
11230063,Inactive Investor,James Swafford,,NYLIFE Securities LLC Charleston SC 200 Meeting St,jgswafford@ft.newyorklife.com,,Salesforce
10837976,Inactive Investor,James Sheehan,,LPL Financial LLC Charleston SC 670 Marina Dr,james.sheehan@lpl.com,,Salesforce
11026157,Inactive Investor,William Dolan,,"The Leaders Group, Inc.",,,Salesforce
10929376,Inactive Investor,Mark Cook,,LPL Financial LLC Lodi CA 115 S School St,mark.a.cook@lpl.com,,Salesforce
10900542,Inactive Investor,Emily Nyquist,,"Raymond James Financial Services, Inc. Eau Claire WI 4257 Southtowne Dr",emily.oman@raymondjames.com,,Salesforce
10894539,Inactive Investor,Andrea Goritchan,,"Raymond James Financial Services, Inc. Duluth MN 11 E Superior St",andrea.goritchan@raymondjames.com,,Salesforce
10921510,Inactive Investor,Carlos Lecour,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
10797404,Inactive Investor,Joseph McNamara,Financial Advisor;Senior Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,joseph.mcnamara@morganstanley.com,,Salesforce
11116117,Inactive Investor,Creighton Gary,Financial Professional,LPL Financial LLC Phoenix AZ 20860 N Tatum Blvd,creighton.gary@lpl.com,,Salesforce
10657167,,Paul Weyrauch,,,paul.t.weyrauch@mwarep.org,,List Import
9613988,,Mathijs Dam,,,contact@adpixler.com,,List import
11077776,Inactive Investor,John Nelke,,"Raymond James Financial Services, Inc. Saint Louis MO 1000 Des Peres Rd",john.nelke@raymondjames.com,,Salesforce
10946364,Inactive Investor,Teresa Lavita,,"Brokers International Financial Services, LLC. Kissimmee FL Private Residence",tlavita@brokersifs.com,,Salesforce
11151500,Inactive Investor,Teresa Weintraub,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",teresa.weintraub@ml.com,,Salesforce
11188831,Inactive Investor,Gail Abrams,,"The Investment Center, Inc. Watchung NJ 7 Johnston Dr",gabrams@investmentctr.com,,Salesforce
11143982,Inactive Investor,Jennifer Mcneal,,MWA Financial Services Inc. Liberty NC Private Residence,jennifer.mcneal@modern-woodmen.org,,Salesforce
9638916,,John Maimone-Medwick,,,medwick@ymcaret.org,,List import
11043065,Inactive Investor,Albert Heaton,Financial Advisor,LPL Financial LLC Feasterville Trevose PA 5 Neshaminy Interplex,albert.heaton@lpl.com,,Salesforce
343187,,Erica Herberg,Director And Chief Financial Officer,Alpinvest Partners B.v.,erica.herberg@alpinvest.com,312-054-07575,Manual List Upload
11129123,Inactive Investor,Alessandra Panagos,,"Avantax Investment Services, Inc. Belmar NJ 1540 State Rte 138",,,Salesforce
11105788,Inactive Investor,Gregory Kelly,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,grkelly@ft.newyorklife.com,,Salesforce
10494354,,Joseph Dunn,Chief Compliance Officer,Beaird Harris,clintd@bh-co.com,,List Import
10755564,Inactive Investor,Jerod Ibarolle,Financial Advisor,Edward Jones Yankton SD 220 W 3rd St,jerod.ibarolle@edwardjones.com,,Salesforce
11183039,Inactive Investor,Brian Lopez,,"U.S. Bancorp Investments, Inc. San Diego CA 610 W Washington St",,,Salesforce
11160836,Inactive Investor,Timothy Durante,,Vanguard Marketing Corporation,timothy_durante@vanguard.com,,Salesforce
9557621,,Jilly Jhons,,,susangreen@domain.com,,List import
11002663,Inactive Investor,Yramie Brewster,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10803350,Inactive Investor,Shannon Boyle,Private Wealth Advisor;Vice President,Morgan Stanley New York NY 1585 Broadway,shannon.boyle@morganstanley.com,,Salesforce
9593564,,Helen Montana,,,hmontana@wescott.com,,List import
10826250,Inactive Investor,Bridget Ball Shaw,Financial Planner;Vice President,"Pinnacle Investments, LLC Albany NY 125 Wolf Rd",bbshaw@pinnacleinvestments.com,,Salesforce
11001658,Inactive Investor,Samuel Gengenbacher,,Edward Jones Maryland Heights MO 170 Edward Jones Blvd,samuel.gengenbacher@edwardjones.com,,Salesforce
11019563,Inactive Investor,Eric Chapman,,"Frost Brokerage Services, Inc.",eric.chapman@frostbank.com,,Salesforce
11140981,Inactive Investor,James Burns,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",james.d.burns@wellsfargoadvisors.com,,Salesforce
11147001,Inactive Investor,Teresa Foster,,Morgan Stanley Fort Worth TX 201 Main St,teresa.foster@morganstanley.com,,Salesforce
11108423,Inactive Investor,John Albert,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",john.m.albert@wellsfargo.com,,Salesforce
11041044,Inactive Investor,Michael Campbell,Advisor,LPL Financial LLC Columbia SC 800 Huger St,sean.campbell@lpl.com,,Salesforce
10849104,Inactive Investor,Prakash Simha,Chief Compliance Officer;President,Prakash Investment Advisors LLC,,,Salesforce
11161399,Inactive Investor,Blake Hanna,,State Farm VP Management Corp. Elkhart IN 223 S Main St,,,Salesforce
10969305,Inactive Investor,Michael Nannariello,,Citigroup Global Markets Inc.,,,Salesforce
10985133,Inactive Investor,Adrienne Quintero,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,afrazier@ft.newyorklife.com,,Salesforce
11097103,Inactive Investor,Brian Ellenbecker,Financial Advisor;Financial Planner;Partner,"Shakespeare Wealth Management, LLC",brian@shakespearewm.com,,Salesforce
10936561,Inactive Investor,Carol Yanker,Chief Compliance Officer;Director - Operations,The Yanker Group,,,Salesforce
9588300,,Brody Perschon,,,brody.perschon@fmr.com,,List import
216069,,richard brubaker,,[Unknown],scotbru647@gmail.com,,Direct
10853520,Inactive Investor,Jared Rasmussen,Vice President,Serene Point Advisors LLC Sherwood OR Private Residence,jared@planserene.com,,Salesforce
10785552,Inactive Investor,Scott Woods,Managing Director,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,swoods@rwbaird.com,,Salesforce
11137692,Inactive Investor,Alfredo Serrano,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Barrington IL 257 E Main St",alfredo.serrano@stifel.com,,Salesforce
10909745,Inactive Investor,Rory Henderson,,"Osaic Wealth, Inc. Oakland CA 6212 Rockwell St",,,Salesforce
10865509,Inactive Investor,Michael Callahan,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
11111382,Inactive Investor,Christine Whitney,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",christine.whitney@schwab.com,,Salesforce
10984035,Inactive Investor,Daniela Vizcaino,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beach Haven NJ 1501 Long Beach Blvd",daniela.vizcaino@ml.com,,Salesforce
11007799,Inactive Investor,Rafael Nunez,,"Bankers Life Securities, Inc. Miami FL 13400 SW 120th St",rafael.nunez@bankerslife.com,,Salesforce
10911192,Inactive Investor,Mark Austin,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10996990,Inactive Investor,Gregory Mccall,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",greg.mccall@nm.com,,Salesforce
10776947,Inactive Investor,Shu Zhang,Managing Director,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10487105,,Ross Campbell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",ross.campbell@ml.com,,List Import
10761887,Inactive Investor,Jeffrey Gale,Lending Specialist;Managing Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Walnut Creek CA 1333 N California Blvd,jeffrey.gale@morganstanley.com,,Salesforce
11192082,Inactive Investor,Zachary Wiggs,,"Raymond James Financial Services, Inc. Memphis TN 949 Shady Grove Rd S",zachary.wiggs@raymondjames.com,,Salesforce
10902047,Inactive Investor,Darren Lange,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Warren NJ 9 Mount Bethel Rd,darren.f.lange@jpmorgan.com,,Salesforce
10659429,,Ryutaro Furukawa,,,ryutaro.furukawa@jpmorgan.com,,List Import
9545363,,Tim W,,,aybteamusa@gmail.com,,List import
144656,,Kenneth Clift,,"Hightower Advisors, Llc",kclift@hightoweradvisors.com,(925) 824-0990,
153509,,ron bartels,,[Unknown],4321ronb@gmail.com,,
11147290,Inactive Investor,Sean Graft,Financial Advisor;Insurance Planning Director;Workplace Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,sean.graft@morganstanley.com,,Salesforce
11089631,Inactive Investor,Andrew Christiansen,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",andrew.christiansen@prudential.com,,Salesforce
10913096,Inactive Investor,James Bresnahan,Financial Advisor,LPL Financial LLC Spokane WA Private Residence,j.bresnahan@lpl.com,,Salesforce
11021367,Inactive Investor,Maria Vaillant,Executive Director,UBS Financial Services Inc. Miami FL 550 Biltmore Way,maria.vaillant@ubs.com,,Salesforce
9599631,,James David,,,jdavid@davidwealth.com,,List import
11001104,Inactive Investor,Adam Donohoe,Financial Advisor;Financial Services Professional,"MML Investors Services, LLC Mechanicsville VA 9137 Chamberlayne Rd",adonohoe@financialguide.com,,Salesforce
11053430,Inactive Investor,Andrew Sullivan,Chief Compliance Officer;Founder;President,"CIO Wealth Management, Inc.",andrew@ciowm.com,,Salesforce
10614569,,John Coleman,"Director - Alternative Investments, Financial Advisor, Portfolio Manager",,john.a.coleman@morganstanley.com,,List Import
11104054,Inactive Investor,Eric Goodson,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Alexandria VA 333 John Carlyle St,eric.v.goodson@morganstanley.com,,Salesforce
11159201,Inactive Investor,Ricky Taylor,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",rick.taylor@nm.com,,Salesforce
11046715,Inactive Investor,Peter Motta,Assistant Vice President;Private Wealth Advisor Associate,Morgan Stanley Boston MA 28 State St,peter.motta@morganstanley.com,,Salesforce
10616749,,Joanne Rincker,,,joanne.rincker@lpl.com,,List Import
11153439,Inactive Investor,Dennis Spratt,,"Cambridge Investment Research, Inc. Overland Park KS 10851 Mastin St",,,Salesforce
9547848,,Natalie Breon,,,natalie.breon@gmail.com,,List import
9611051,,Genia Clay-Dunning Wisdom,,,yalcnia05@yahoo.com,,List import
10799531,Inactive Investor,Juan Romo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
101863,,Lisa Engeldinger,Financial Planner,Lisa Engeldinger CFP,lisa.engeldinger@gmail.com,,
10817291,Inactive Investor,Lon Witter,Chief Executive Officer,Witter & Westlake Investments,lon@witterwestlake.com,,Salesforce
10919453,Inactive Investor,Robert Pippin,,"Allstate Financial Services, LLC Blue Springs MO 707 SW State Rte 7",rpippin@allstate.com,,Salesforce
10958300,Inactive Investor,Philippe Sandmeier,,BBVA Securities Inc.,,,Salesforce
10613125,,Jack Reich,Financial Advisor,,jack.reich@equitable.com,,List Import
11219279,,Gregory Liszka,,,liszkag@ceteranetworks.com,,Other
11128735,Inactive Investor,Christopher Richardson,,"Woodmen Financial Services, Inc.",crichardson@woodmen.org,,Salesforce
10611893,,Ernest Asprelli,"Financial Advisor, Portfolio Manager, Senior Vice President",,ernest.asprelli@morganstanley.com,,List Import
10975676,Inactive Investor,Katherine Pegram,,"First Horizon Advisors, Inc. Dallas TX 8201 Preston Rd",katherine.pegram@firsthorizon.com,,Salesforce
9584112,,Julian Evans,,,julian.evans@chmm.com,,List import
9639216,,Vache Mahseredjian,,,vmahseredjian@lacera.com,,List import
11104650,Inactive Investor,Jose Peralta,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,jose.peralta@fmr.com,,Salesforce
10858611,Inactive Investor,Dorothy Hundrieser,Chief Compliance Officer;Financial Advisor;Managing Member,"Rice Financial Consulting, Inc.",jhundrieser@steverice.com,,Salesforce
10952556,Inactive Investor,Kyle Bachmeier,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kyle_bachmeier@vanguard.com,,Salesforce
9602289,,Ed Brinskele,,,ed@vir2us.com,,List import
10919615,Inactive Investor,Jason Bennett,,"The Leaders Group, Inc.",,,Salesforce
9569048,,Kaushik Andra,,,kaushik.andra92@gmail.com,,List import
10835948,Inactive Investor,Michael Poots,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,michael.poots@ubs.com,,Salesforce
10974269,Inactive Investor,Michael Sheridan,,"Avantax Investment Services, Inc. Harvard MA 284 Ayer Rd",,,Salesforce
11022274,Inactive Investor,Lori Clarke,,"Farmers Financial Solutions, LLC Las Vegas NV 3650 N Rancho Dr",,,Salesforce
10849622,Inactive Investor,James Johnson,Chief Compliance Officer;Managing Member,SMC Portfolio Management Cincinnati OH 4757 Cornell Rd,,,Salesforce
11205896,Inactive Investor,Gary Ulrich,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10757373,Inactive Investor,Michael Holmes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",michael.k.holmes@ml.com,,Salesforce
10927593,Inactive Investor,Anthony Hoskin,Financial Advisor,Edward Jones Coppell TX 413 W Bethel Rd,anthony.n.hoskin@edwardjones.com,,Salesforce
10961778,Inactive Investor,Danielle Otto,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,elh68@primerica.com,,Salesforce
9548134,,Guy Weissman,,,guyweiss@gmail.com,,List import
191076,,Luís Cardoso,,[Unknown],lpdcardoso@gmail.com,,source
10840728,Inactive Investor,Katherine Maki,,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,katherine.maki@ubs.com,,Salesforce
9634122,,Xavier Oudin,,,xavier@bouclier-courtage.fr,,List import
10880641,Inactive Investor,Lauren Holley,,Fidelity Brokerage Services LLC Hilton Head Island SC 807 William Hilton Pkwy,,,Salesforce
9553901,,Peter Pospichal,,,pospichal.peter@gmail.com,,List import
10656429,,Christopher Palermo,,,christopher.palermo@raymondjames.com,,List Import
241209,Inactive Investor,David Katz,,Virtus Investment Partners,david.katz@virtus.com,(413) 775-6091,Database Upload
11294394,Inactive Investor,Trocon Reffell,,Branson Fowlkes & Co Inc,treffell@bransonfowlkes.com,713-780-0606,Salesforce
10930109,Inactive Investor,Justin Gosnell,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",,,Salesforce
9542602,,Choi Taeho,,,snudydacc@snu.ac.kr,,List import
10768574,Inactive Investor,Rosemary Mulligan,,The O.N. Equity Sales Company Clark Summit PA Private Residence,rosemary_mulligan@ohionational.com,,Salesforce
10973512,Inactive Investor,Yuxuan Zhang,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 164 Canal St,yuxuan.zhang@citi.com,,Salesforce
10756500,Inactive Investor,James Oliveira,Associate Vice President;Portfolio Management Director,Morgan Stanley New York NY 1585 Broadway,james.oliveira@morganstanley.com,,Salesforce
4625398,,Abdul ahad Samaila,,,ahadsamaila01@gmail.com,,Web Form Fillout
9605595,,Jersey Danny,,,jersoninterianoo@gmail.com,,List import
9596388,,Douglas Garcia,,,dogaequinor@icloud.com,,List import
11009865,Inactive Investor,Christine Lenzi,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",christine.lenzi@nm.com,,Salesforce
9640216,,Mark Tucker,,,mark.tucker@hsbc.com,,List import
10860284,Inactive Investor,James McCormick,Financial Advisor,LPL Financial LLC Shreveport LA 900 Pierremont Rd,james.mccormick@lpl.com,,Salesforce
10951814,Inactive Investor,Matthew Thornton,,"U.S. Bancorp Investments, Inc. Reno NV 1 E Liberty St",,,Salesforce
119052,,Alfonso Suriano,,Captrain,alfo.suriano@gmail.com,3913006603,Organic Search
9568783,,Bill Banker,,,bill@bankergrp.com,,List import
10944318,Inactive Investor,David Carbaugh,,State Farm VP Management Corp. Red Oak IA 207 E Coolbaugh St,dave.carbaugh.wmu0@statefarm.com,,Salesforce
10845200,Inactive Investor,Albert D'Amato,,"Vanderbilt Securities, LLC Westport CT 18 Kings Hwy N",adamato@vanderbiltsecurities.com,,Salesforce
9624430,,Eduardo Joffroy,,,eduardo@jg-cap.com,,List import
10974441,Inactive Investor,Sean Conti,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",sean.conti@prudential.com,,Salesforce
10762160,Inactive Investor,Jean Proano,,Morgan Stanley Miami FL 220 Alhambra Cir,jean.proano@morganstanley.com,,Salesforce
9590627,,David Oaten,,,doaten19@icloud.com,,List import
10613825,,Charles Smithers,"Financial Advisor, Senior Vice President - Wealth Management",,charles.smithers@ubs.com,,List Import
9572626,,Adam Hort,,,adam@gmail.com,,List import
10854518,Inactive Investor,Jennifer Adams,Executive Vice President;Investment Advisor,Aspire Wealth Management Corporation,jadams@aspirewm.com,,Salesforce
9642350,,Adam Keles,,,ademkeles27@gmail.com,,List import
11150183,Inactive Investor,Daniel Pierce,Brokerage Associate,"Wells Fargo Clearing Services, LLC Portland OR 9200 SW Washington Square Rd",,,Salesforce
11057406,Inactive Investor,Paul Mimms,,"TIAA-CREF Individual & Institutional Services, LLC Dublin OH 6500 Emerald Pkwy",paul.mimms@tiaa.org,,Salesforce
9581191,,George Mcculloch,,,gmcculloch@levelequity.com,,List import
10619121,,Raymond Piccione,,,ray.piccione@morganstanley.com,,List Import
10765198,Inactive Investor,Joseph Bannon,,Commonwealth Financial Network Farmington CT 231 Farmington Ave,jbannon@commonwealth.com,,Salesforce
11112930,Inactive Investor,Francis Mccullough,,"MC2 Financial Advisers, Inc. Newtown Square PA 90 S Newtown Street Rd",,,Salesforce
10685574,,Alfred Berkovich,,,eurojet@protonmail.com,,Web Form Fillout
10927666,Inactive Investor,Bess Mocek,,State Farm VP Management Corp. Woodridge IL 7544 Janes Ave,,,Salesforce
11035475,Inactive Investor,Benjamin Grasso,Investment Specialist,J.P. Morgan Securities LLC Denver CO 1455 16th St,benjamin.t.grasso@jpmorgan.com,,Salesforce
152508,,Scott Jones,,[Unknown],scottsjones73@gmail.com,,Organic Search
4949683,,Tom Show,,,showtom136@gmail.com,,Web Form Fillout
10765813,Inactive Investor,Michael Mahoney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",michael_mahoney@ml.com,,Salesforce
11117757,Inactive Investor,John Durham,Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",john.durham@pnc.com,,Salesforce
11147892,Inactive Investor,Inderpal Anand,Private Wealth Advisor,"Ameriprise Financial Services, LLC Woodbury NY Private Residence",inderpal.s.anand@ampf.com,,Salesforce
346637,,Scott Tausk,"Managing Director, Asset Management","Apollo Real Estate Fund Adviser, Llc",stausk@griffincapital.com,212-515-3200,Manual List Upload
10968316,Inactive Investor,Shelbi Black,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11008628,Inactive Investor,Kaili Winters,Chief Compliance Officer,"Financial Gravity Family Office Services, LLC",,,Salesforce
10934937,Inactive Investor,Rebecca Korns,Regional Vice President,PFS Investments Inc. New Philadelphia OH 1776 Tech Park Dr NE,beckie.miller@primerica.com,,Salesforce
370606,,Hamza Sikander,,Pakistan,hamzasikander981@gmail.com,,Salesforce
9466739,,Srinivas Vasireddy,,Srinivas Vasireddy,vasireddy15@gmail.com,,Organic Search
10983429,Inactive Investor,Yelena Suleymanova,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10950 Jones Bridge Rd",yelena.suleymanova@ml.com,,Salesforce
10815797,Inactive Investor,James Glenn,Financial Advisor,Edward Jones Mundelein IL 13 E Park St,jim.glenn@edwardjones.com,,Salesforce
10763822,Inactive Investor,Travis Chaney,Financial Advisor;Franchise Consultant,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",travis.r.chaney@ampf.com,,Salesforce
336077,,Michael Brennan,Financial Advisor,"Rmr Wealth Builders, Inc.",mbrennan@rmrwealth.com,201-836-2460,Manual List Upload
11073262,Inactive Investor,Sara Cooper,Chief Compliance Officer;Chief Executive Officer;President,"Cooper Capital, Inc.",,,Salesforce
10983474,Inactive Investor,Sebastien Risselin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brandon FL 2105 W Brandon Blvd",sebastien.risselin@ml.com,,Salesforce
1004322,Inactive Investor,Chuck Carroll,,Chuck Carroll,chuck.carroll@cox.net,,3rd Party Lead Gen
9595535,,Mike Banks,,,mike@venturiwealth.com,,List import
11144123,Inactive Investor,Andrew Sedora,Financial Professional,"MML Investors Services, LLC Lancaster PA 114 Foxshire Dr",asedora@financialguide.com,,Salesforce
10998556,Inactive Investor,Nicholas Lennox,,Vanguard Marketing Corporation,nicholas_lennox@vanguard.com,,Salesforce
10764582,Inactive Investor,Anthony Rundella,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,anthony.rundella@ubs.com,,Salesforce
10989155,Inactive Investor,Tyler Bennett,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",tyler.bennett@nm.com,,Salesforce
11130570,Inactive Investor,Scott Shamesman,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Durham NH 65 Newmarket Rd",scott.l.shamesman@ampf.com,,Salesforce
9545694,,Mithun Vijayasekar,,,mithun96@gmail.com,,List import
6817972,,Christina Miller,,,dopolon293@mirtox.com,,Web Form Fillout
10824184,Inactive Investor,Jeffrey Zapoleon,Advisor;Managing Director,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,jzapoleon@rockco.com,,Salesforce
11145573,Inactive Investor,Kenneth Bracht,Financial Advisor;Financial Planning Specialist;Portfolio Management Associate,Morgan Stanley New York NY 55 E 52nd St,kenneth.bracht@morganstanley.com,,Salesforce
10811362,Inactive Investor,Scott Hafeli,Executive Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,scott.hafeli@morganstanley.com,,Salesforce
6643782,,Saddik Bakkir abu,,,srkhan2121@gmail.com,,Web Form Fillout
10974428,Inactive Investor,Shahab Tagnavidinani,,Sovereign Global Advisors LLC,,,Salesforce
11190300,Inactive Investor,Emily Wu,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,ewu@janney.com,,Salesforce
10635568,,Daniel DAgnes,,,danny.dagnes@gmail.com,,Web Form Fillout
224948,,Enrique Carpio,,[Unknown],eacarpio@yahoo.com,,
9610053,,Navid Dehghani,,,profxtradingclub@gmail.com,,List import
11178521,Inactive Investor,Kenneth Noon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,kenneth.noon@fidelity.com,,Salesforce
10870945,Inactive Investor,Nathan Blury,,"OneAmerica Securities, Inc. Alpena MI 129 E Campbell St",nate.blury@oasecurities.com,,Salesforce
10864894,Inactive Investor,Matthew Klocke,Chief Compliance Officer;Managing Member;President,"Klocke Capital Group, LLC",mklocke@klockecapital.com,,Salesforce
10786309,Inactive Investor,Korby Kidwill,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,korby.kidwill@fidelity.com,,Salesforce
10970465,Inactive Investor,Kenneth Pritchett,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,kpritchett@primerica.com,,Salesforce
11048492,Inactive Investor,Justin Buck,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
9601433,,Andrew Guizzetti,,,andrew@jnba.com,,List import
11022068,Inactive Investor,Shayne Gabris,,"Charles Schwab & Co., Inc. Carlsbad CA Private Residence",,,Salesforce
10612937,,Daniel Giaimo,Financial Advisor,,daniel.giaimo@lpl.com,,List Import
11027948,Inactive Investor,John Chehbouni,,J.P. Morgan Securities LLC Commack NY 60 Veterans Memorial Hwy,,,Salesforce
9575983,,Michala Janatová,,,michalajanatova@gmail.com,,List import
9576479,,Joliana Nguyen,,,joliananguyen1996@gmail.com,,List import
11183027,Inactive Investor,Barry Wellins,,"U.S. Bancorp Investments, Inc. San Francisco CA 1 California St",barry.wellins@usbank.com,,Salesforce
10494508,,Aubrey Paganelli,"Chief Compliance Officer, Chief Operating Officer, Regulatory Contact",United Advisors America,apaganelli@unitedadvisors.com,,List Import
96809,,Jonathan Green,,Self,singsongwriter@gmail.com,(415) 259-7767,
11036750,Inactive Investor,Matthew Mcbride,Financial Advisor,LPL Financial LLC Allentown PA 1605 N Cedar Crest Blvd,matt.mcbride@lpl.com,,Salesforce
11089950,Inactive Investor,Ayaz Hasan,Private Wealth Advisor,"Verdence Capital Advisors, LLC",ahasan@verdence.com,,Salesforce
10833896,Inactive Investor,Jake Stephens,Financial Advisor,LPL Financial LLC Chico CA 2452 Lakewest Dr,jake.stephens@lpl.com,,Salesforce
10760434,Inactive Investor,Paul Guerney,,"CNR Securities, LLC",pmg@rochdale.com,,Salesforce
10825928,Inactive Investor,John Klusarits,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10825254,Inactive Investor,Jeffery Trentham,Financial Advisor,Edward Jones Arlington TX 4604 Park Springs Blvd,jeff.trentham@edwardjones.com,,Salesforce
10974872,Inactive Investor,Zachary Blakemore,Associate Banker,J.P. Morgan Securities LLC Westminster CO 7301 Federal Blvd,zachary.blakemore@jpmorgan.com,,Salesforce
11142117,Inactive Investor,Thomas Gutshall,,PFS Investments Inc. Salinas CA 1582 Moffett St,gthomas@primerica.com,,Salesforce
9604460,,Dean Elmer,,,dean.elmer@holisticwealth.pro,,List import
10862897,Inactive Investor,Judith Shubert,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",judy.shubert@nm.com,,Salesforce
11039071,Inactive Investor,Sabra Scott,,PFS Investments Inc. Wayne PA 175 Strafford Ave,sscott.6gcyw@primerica.com,,Salesforce
1002155,Inactive Investor,"James O'Connor,",Founder and Former Chairman,St. Louis Trust Company,joconnor@stlouistrust.com, +1 314 719 1521,
11218461,,Isabella Shaw,,,isabella.shaw@jpmorgan.com,,List Import
10779021,Inactive Investor,William Moore,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Henrico VA 3900 Westerre Pkwy",bill.moore@nm.com,,Salesforce
10929714,Inactive Investor,Stuart Mcdermott,Chief Compliance Officer;Chief Investment Officer;Managing Member,Defender Asset Management LLC,,,Salesforce
372593,,Jagdishkumar Shah,,United States,jkshah11720@yahoo.com,,Salesforce
11005142,Inactive Investor,Kyle Stefan,Investment Consultant,"Charles Schwab & Co., Inc. Birmingham MI 105 Willits St",,,Salesforce
10787497,Inactive Investor,Derek Scearce,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,derek.scearce@fidelity.com,,Salesforce
346897,,Dawn Rutledge,Executive Assistant,"Horizon Financial Services, Llc",dawn.rutledge@horizonfs.com,336-659-7060,Manual List Upload
9616512,,Perry Clemons,,,perryclemons@gmail.com,,List import
11260561,Inactive Investor,Gregory Mccoy,,Cetera Investment Services LLC Morgantown WV 651 Suncrest Town Centre Dr,,,Salesforce
10649526,,ALAN EPPERS,,,alan.eppers@heroldlantern.co0m,,Web Form Fillout
10779132,Inactive Investor,Craig Seyfert,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",craig_seyfert@ml.com,,Salesforce
11072673,Inactive Investor,Kevin Toohill,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
11088348,Inactive Investor,Julia Shanks,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11116577,Inactive Investor,Patrick Rooney,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10923901,Inactive Investor,Jeremiah Kinzie,Private Wealth Service Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",jerry.kinzie@nm.com,,Salesforce
10861129,Inactive Investor,Roy Todd,Wealth Advisor,LPL Financial LLC Carrollton TX 4425 Plano Pkwy,roy.todd@lpl.com,,Salesforce
10907928,Inactive Investor,Adalberto Padilla,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",adalberto.padilla@tiaa.org,,Salesforce
10822782,Inactive Investor,Daniel Kress,Financial Advisor,"Osaic Wealth, Inc. Erie PA 2205 W Grandview Blvd",,,Salesforce
11122002,Inactive Investor,Paul Youngblood,Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",paul_youngblood@ml.com,,Salesforce
10959903,Inactive Investor,Jon Gandy,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,jon.gandy@ubs.com,,Salesforce
346975,,Jerome Veranth,"Executive Vice President, Chief Investment Officer",Dana Investment Advisors Inc,jveranth@danainvestment.com,262-782-3631,Manual List Upload
11142293,Inactive Investor,Nicholas Lapuma,Financial Professional,LPL Financial LLC Corning NY 8 Denison Pkwy E,nick.lapuma@lpl.com,,Salesforce
11004490,Inactive Investor,Gabrielle Giannopoulos,,"Osaic FA, Inc. Collingswood NJ 900 Haddon Ave",gabrielle.giannopoulos@lfg.com,,Salesforce
9591933,,William Jones,,,joneswills0611@gmail.com,,List import
10786563,Inactive Investor,Michael Richards,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",richardsm@stifel.com,,Salesforce
10855218,Inactive Investor,Matthew Gelfand,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",matthew.gelfand@ml.com,,Salesforce
9594093,,Scott Bogan,,,sbogan@gylfinsyn.com,,List import
11126330,Inactive Investor,Benjamin Genser,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Grand Haven MI 1001 Robbins Rd,benjamin.m.genser@jpmorgan.com,,Salesforce
11129137,Inactive Investor,Rickie Sherline,,Sigma Financial Corporation Southfield MI 26877 Northwestern Hwy,rsherline@sigmarep.com,,Salesforce
10993316,Inactive Investor,Joseph Gorman,,"Citizens Securities, Inc.",joseph.gorman@citizensbank.com,,Salesforce
232996,, -,,[Unknown],ludmila@winefortune.com,,
39644,,Morgan Sanders,Chief Compliance Officer,"Principal Street Partners, LLC",morgan.sanders@principalstreet.com,901-250-6700,
9550067,,Bret Baker,,,bbaker@firstrepublic.com,,List import
199203,,M.Lee Bergstrom,,no company,leeferd57@gmail.com,5092378564,
11117476,Inactive Investor,Aili Hua,Private Client Investment Associate,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,aili.hua@jpmorgan.com,,Salesforce
10974830,Inactive Investor,Zachary Dion,,Fidelity Brokerage Services LLC,,,Salesforce
10967354,Inactive Investor,Daniel Heise,Chief Investment Officer;Managing Member;Senior Partner,Weston Capital Insights,,,Salesforce
11135127,Inactive Investor,W. May,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",wcorby_may@ml.com,,Salesforce
11157195,Inactive Investor,Denise McCarron,,Morgan Stanley Spring TX 24 Waterway Ave,denise.mccarron@morganstanley.com,,Salesforce
11138321,Inactive Investor,William Saunders,,"Centaurus Financial, Inc. Tallahassee FL 2100 Fleischmann Rd",,,Salesforce
153318,,Musa Savaskan,,[Unknown],musasavaskan@yahoo.com,,
11095762,Inactive Investor,Michael Leisring,Chief Investment Officer;Portfolio Manager;Principal,"Johnson Investment Counsel, Inc.",mleisring@johnsoninv.com,,Salesforce
9588537,,Christopher Thomas,,,cthomas@vericimetry.com,,List import
9636762,,Markus Wintsch,,,markus.wintsch@swisspartners-advisors.com,,List import
11080825,Inactive Investor,Nicolas Spicola,,Edward Jones Parker CO 19037 Plaza Dr,nick.spicola@edwardjones.com,,Salesforce
9643492,,Aj Altahet,,,ajaltaher@yahoo.com,,List import
75502,,Bradley Dean,Financial Associate,Thrivent Investment Management Inc.,bradley.dean@thrivent.com,210-735-1130,
11002209,Inactive Investor,Myles Shonsey,Financial Consultant,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",,,Salesforce
9552899,,j chan,,,jchan28888@gmail.com,,List import
11107261,Inactive Investor,John Stack,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",john.stack@equitable.com,,Salesforce
9596654,,Tanner Davis,,,tanner@blockwaresolutions.com,,List import
10846264,Inactive Investor,David Lucas,,"Ameritas Investment Company, LLC San Ramon CA 3150 Crow Canyon Pl",dlucas@ameritas.com,,Salesforce
9575721,,Benjamin Duke,,,benjamin.duke@pnc.com,,List import
11235848,Inactive Investor,Abigail Meirink,,Merino Wealth Management,,,Salesforce
11125726,Inactive Investor,Tel Hepfler,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",tel.m.hepfler@nm.com,,Salesforce
10836188,Inactive Investor,John Flory,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",john_flory@ml.com,,Salesforce
11086240,Inactive Investor,Brian Finn,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,bfinn@dadco.com,,Salesforce
10833231,Inactive Investor,Arthur Wood,,NYLIFE Securities LLC San Leandro CA Private Residence,arthurwood1@ft.newyorklife.com,,Salesforce
11137116,Inactive Investor,Christl Walker,,"Osaic Wealth, Inc.",,,Salesforce
10991653,Inactive Investor,Tristan Saade,,J.P. Morgan Securities LLC Hewlett NY 1304 Broadway,tristan.saade@chase.com,,Salesforce
226086,, -,,[[Unknown]],romankazansky9@gmail.com,,Initial Salesforce Import
10953537,Inactive Investor,Nathan Danielson,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",nathan.danielson@tiaa.org,,Salesforce
10981379,Inactive Investor,Sandra Santana,,LPL Financial LLC San Diego CA 4707 Executive Dr,sandra.santana@lpl.com,,Salesforce
11145662,Inactive Investor,Jason Meyer,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jason.meyer1@morganstanley.com,,Salesforce
10657257,,Brian Vodvarka,,,brian.vodvarka@primerica.com,,List Import
10853682,Inactive Investor,Mitchell Silvey,,Cetera Financial Specialists LLC Fort Lauderdale FL 2699 Stirling Rd,mitchell.silvey@ceterafs.com,,Salesforce
11129463,Inactive Investor,George Farley,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Merritt Island FL 1350 N Courtenay Pkwy",george.farley@wellsfargoadvisors.com,,Salesforce
11217313,,Anne Blaine,,,anne.blaine@prudential.com,,Other
237501,, -,,[[Unknown]],guitarjjh@gmail.com,,
10895271,Inactive Investor,Mackenzie Zajec,,"Avantax Investment Services, Inc. New Richmond WI 246 Tierney Dr",,,Salesforce
11071140,Inactive Investor,Bhumikaben Joshi,,J.P. Morgan Securities LLC Columbus OH 50 W Wilson Bridge Rd,bhumikaben.joshi@jpmorgan.com,,Salesforce
10926247,Inactive Investor,Marianne Klemke,,"Osaic Wealth, Inc. Williams Bay WI Private Residence",mklemke@osaicwealth.com,,Salesforce
10406557,,Logan Edens,,,edens.logan.2003@gmail.com,,Web Form Fillout
9584825,,Matthew Charles,,,m.charles@fi.com,,List import
11177081,Inactive Investor,Julie Chapple,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
9551338,,Jeffrey Paytas,,,jeffrey.paytas@fidelity.com,,List import
10826197,Inactive Investor,Marty Green,Senior Vice President,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",marty.green@raymondjames.com,,Salesforce
11177227,Inactive Investor,Gina Johnston,Manager,LPL Financial LLC,gina.johnston@lpl.com,,Salesforce
211991,,Daniel Johnson,Portfolio Manager,Gillson Capital LP,daniel.johnson@gillsoncapital.com,1-312-667-4378,Database Upload
344786,,Ruth Wilkens,"Equity Trader, Vice President","Nuveen Fund Advisors, Llc",ruth.wilkens@nuveen.com,312-917-7700,Manual List Upload
9587903,,Daiton Powell,,,daitonpowell22@gmail.com,,List import
9561535,,Diego Ares,,,diego.ares@givaudan.com,,List import
10937634,Inactive Investor,Christopher Ajlouny,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,christopher.ajlouny@fmr.com,,Salesforce
10658700,,Sharon Cohen,,,sharon.cohen@ml.com,,List Import
10789438,Inactive Investor,Daniel Taylor,,"Cambridge Investment Research, Inc. Coceysville MD Private Residence",,,Salesforce
9585398,,Dawn Hatch,,,dawn.hatch@meanswealth.com,,List import
11160891,Inactive Investor,Benjamin Zacks,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10840310,Inactive Investor,Kayla Woods,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",kayla.woods@raymondjames.com,,Salesforce
9616126,,Scott Egner,,,scott.egner@etflogic.io,,List import
11203616,Inactive Investor,Kevin Richardson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kevin.richardson@fmr.com,,Salesforce
10764643,Inactive Investor,James Nash,Financial Advisor,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",james.nash@wellsfargoadvisors.com,,Salesforce
11108970,Inactive Investor,Lisa Longest,Senior Investment Advisor,"The Colony Group, LLC Richmond VA 7100 Forest Ave",llongest@thecolonygroup.com,,Salesforce
9642023,,Martin Rogers,,,martin@ktmcapital.com.au,,List import
11004741,Inactive Investor,Matthew Schumann,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
11095126,Inactive Investor,Kyle Lukowitz,Financial Advisor,Edward Jones Kimberly WI 819 Schelfhout Ln,kyle.lukowitz@edwardjones.com,,Salesforce
10931104,Inactive Investor,Richard Suh,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,rsuh@ft.newyorklife.com,,Salesforce
11200998,Inactive Investor,Adam Drake,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Managing Director;Managing Member,Highland Investment Advisors LLC,adrake@highlandinvestmentadvisors.com,,Salesforce
10775432,Inactive Investor,Kevin Murphy,Senior Vice President - Wealth Management,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
10987688,Inactive Investor,Veronica Avila Guzman,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,vavila-guzman@primerica.com,,Salesforce
5244982,,yut soim,,,bidocip577@sopulit.com,,Web Form Fillout
10816171,Inactive Investor,Steven Dudley,Investment Executive,"Fifth Third Securities, Inc. Dayton OH 1923 W Dorothy Ln",steven.dudley@53.com,,Salesforce
9578146,,Larry Han,,,larryhan@gmail.com,,List import
10932469,Inactive Investor,Jeffrey Grambo,Financial Advisor,Edward Jones Saint Paul MN 5920 148th St W,jeff.grambo@edwardjones.com,,Salesforce
11096160,Inactive Investor,Tyler Hess,,Country Capital Management Company Red Bud IL 924 W Market St,tyler.hess@countryfinancial.com,,Salesforce
11191354,Inactive Investor,Linda Hunt,Associate,Morgan Stanley San Diego CA 101 W Broadway,linda.hunt@morganstanley.com,,Salesforce
11043807,Inactive Investor,Michael Maresca,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11170770,Inactive Investor,Norman Hofmeister,,PFS Investments Inc. Belle Vernon PA 523 Broad Ave,norman.hofmeister@primerica.com,,Salesforce
10827796,Inactive Investor,Danielle Taglianetti,,Fidelity Brokerage Services LLC,danielle.taglianetti@fidelity.com,,Salesforce
10808052,Inactive Investor,Steven Sutton,,"Sanctuary Securities, Inc. Austin TX 13501 Galleria Cir",ssutton@sanctuarywealth.com,,Salesforce
10879403,Inactive Investor,Hugh Christian,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,hugh_christian@vanguard.com,,Salesforce
10780127,Inactive Investor,Jason Klein,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,jason.klein@gs.com,,Salesforce
11129467,Inactive Investor,Carlos Forde,Financial Planner,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",cforde@financialguide.com,,Salesforce
11093509,Inactive Investor,Justin Kindler,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",jkindler@phoenixinc.com,,Salesforce
351297,,Carson Babbitt,"End User, Network Support Analyst",Chevy Chase Trust Company,cbabbitt@chevychasetrust.com,240-497-5000,Manual List Upload
11071588,Inactive Investor,Hayden Przybysz,,"Plan Group Financial, Inc. Fort Smith AR 4200 Jenny Lind Rd",hayden@plangroup.com,,Salesforce
10998900,Inactive Investor,Diane Smith-Naddeo,,"Principal Securities, Inc.",,,Salesforce
11095819,Inactive Investor,Daniel Davis,Chief Compliance Officer;Co-Founder;Managing Member;President,ADK Wealth Advisory Group,ddavis@adkinc.com,,Salesforce
11081843,Inactive Investor,Pamela Justus,,"Avantax Investment Services, Inc. Milwaukee WI 6320 W Forest Home Ave",pamela.justus@myavantax.com,,Salesforce
10945758,Inactive Investor,Jorge Pacheco,,"Empower Financial Services, Inc",,,Salesforce
374216,,Joe Schultz,,,,(732) 576-8829,Salesforce
11217582,,Angela Pierce,,,angela.pierce@lpl.com,,Other
11034741,Inactive Investor,Robert Holt,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_holt@vanguard.com,,Salesforce
11002964,Inactive Investor,Alyssa Rios,,J.P. Morgan Securities LLC El Dorado Hills CA 3373 Bass Lake Rd,alyssa.rios@jpmorgan.com,,Salesforce
10823305,Inactive Investor,Adam Stalcup,,"Raymond James Financial Services, Inc. Forest VA 312 Brook Park Pl",adam.stalcup@raymondjames.com,,Salesforce
9548641,,Matthieu Catoire,,,mattcatoire@gmail.com,,List import
11060922,Inactive Investor,Vikram Shah,,Jefferies LLC,,,Salesforce
10870955,Inactive Investor,Warren Barhorst,,"Cambridge Investment Research, Inc. Houston TX 8220 Jones Rd",,,Salesforce
11148438,Inactive Investor,Timothy Smith,,USA Financial Securities LLC,,,Salesforce
11230757,Inactive Investor,Thomas Jones,Financial Advisor,LPL Financial LLC Cherry Hill NJ 1422 Autumn Ln,,,Salesforce
10834452,Inactive Investor,Miles Feuer,High Net Worth Service Associate,"Raymond James & Associates, Inc. Burlington MA 20 Mall Rd",miles.feuer@raymondjames.com,,Salesforce
10981889,Inactive Investor,Isis Verdejo,,J.P. Morgan Securities LLC Streetsboro OH 9163 State Rte 43,isis.verdejo@jpmorgan.com,,Salesforce
11175907,Inactive Investor,Timothy Volce,,"Raymond James & Associates, Inc.",timothy.volce@raymondjames.com,,Salesforce
240757,,Alpert Arnold,,[Unknown],aialpert@cox.net,,Event
10842344,Inactive Investor,Steven McGavran,,"Raymond James Financial Services, Inc. Pittsburg KS 2112 N Broadway St",steve.mcgavran@raymondjames.com,,Salesforce
11099895,Inactive Investor,Leticia Pereira,,Avenue Securities LLC,,,Salesforce
11123795,Inactive Investor,Sabitha Nitiyanandam,,J.P. Morgan Securities LLC Naperville IL 2503 W 75th St,sabitha.nitiyanandam@chase.com,,Salesforce
10987167,Inactive Investor,Gary Fecarotta,,"Osaic Wealth, Inc. Spring Hill FL 258 Mariner Blvd",,,Salesforce
10487978,,Lawrence Paladino,,"Sunbelt Securities, Inc.",cpaladino1@aol.com,,List Import
10998142,Inactive Investor,Jamie Wemhoff,,"MML Investors Services, LLC Norco CA 1791 3rd St",,,Salesforce
10773984,Inactive Investor,Peter McGuinness,,"Bessemer Investor Services, Inc. Greenwich CT 600 Steamboat Rd",mcguinness@bessemer.com,,Salesforce
10658965,,Najeba Orshan,,,najeba.orshan@morganstanley.com,,List Import
11155163,Inactive Investor,George Booker,,"Cambridge Investment Research, Inc. Maumelle AR 650 Edgewood Dr",,,Salesforce
10987178,Inactive Investor,Dawn Ornelas,Financial Advisor,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",dawn.ornelas@equitable.com,,Salesforce
10486897,,Jennifer Aceves,"Assistant Vice President, Wealth Management Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jennifer_aceves@ml.com,,List Import
10971274,Inactive Investor,Justin Dockter,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",,,Salesforce
9596962,,Titus Adenugba,,,adenugbatitus234@gmail.com,,List import
10662044,,Robert Mitchell,,,bob.mitchell@dukeslaneinvest.com,,List Import
9611678,,Gautam Sen,,,gsen2709@gmail.com,,List import
10935141,Inactive Investor,Richey Rogers,,"CUSO Financial Services, L.P. Austin TX 13860 N Hwy 183",,,Salesforce
10918865,Inactive Investor,Lance Kolbet,,"MML Investors Services, LLC Pocatello ID 500 S 11th Ave",lance.kolbet@financialguide.com,,Salesforce
11232938,Inactive Investor,Nicholas Pon,Banker,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",nicholas.pon@wellsfargoadvisors.com,,Salesforce
10767497,Inactive Investor,Barry Woolen,,PFS Investments Inc. Oklahoma City OK 1330 N Classen Blvd,barry.woolen@primerica.com,,Salesforce
10841246,Inactive Investor,Brian Lee,Financial Advisor,"Ameriprise Financial Services, LLC Saint Joseph MI 505 Pleasant St",brian.lee@ampf.com,,Salesforce
173209,,Neil Kapadia,,[Unknown],neil.kapadia@doubleline.com,,Organic Search
11056692,Inactive Investor,Mark Beaudoin,,State Farm VP Management Corp. Phoenixville PA 243 Bridge St,,,Salesforce
11132881,Inactive Investor,Ursuline Azul,Private Client Advisor,J.P. Morgan Securities LLC Apple Valley CA 19311 Bear Valley Rd,ursuline.azul@jpmorgan.com,,Salesforce
10882784,Inactive Investor,Andrew Cronk,,"Cambridge Investment Research, Inc. Milford MI 1042 N Milford Rd",,,Salesforce
9634496,,David Henderson,,,david.henderson@fortwashington.com,,List import
10996539,Inactive Investor,Nicholas Famularo,Private Wealth Advisor,Abbey Street Richfield MN Private Residence,nfamularo@abbeystreet.com,,Salesforce
11232106,Inactive Investor,Sandra Stoll,,Cetera Advisors LLC Salisbury MD 31454 Winterplace Pkwy,,,Salesforce
351230,,Ej Orr,"Director of Sales, Product Management",Wintrust Investments,ejorr@whummer.com,312-431-1700,Manual List Upload
10969204,Inactive Investor,Samuel Martinez,,Vanguard Marketing Corporation,,,Salesforce
9572237,,erik Reichardt,,,e2reichardt@outlook.com,,List import
9592398,,Melanie Colwell,,,melanie@galecki.com,,List import
9541391,,luis Garnica,,,luisgarnica@hotmail.com,,List import
10812955,Inactive Investor,Theodore Rutter,,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,theodore.rutter@ubs.com,,Salesforce
9548062,,Ahmad Nur Wahid,,,xruthnick@gmail.com,,List import
10820383,Inactive Investor,Zane Fulp,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,zane.fulp@edwardjones.com,,Salesforce
10487104,,Ryan Murry,"Analyst - Relationship Management, Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",ryan.murry@ml.com,,List Import
10976242,Inactive Investor,Christopher Moore,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
35799,,Aldo Sandoval,,Honduras,aldojsandoval@outlook.com,,source
372837,,Nicholas SUMMERS,,United States,nick@primeinternational.com,,source
11219043,,Julianne Fries,,,julianne.fries@cnb.com,,Other
10818460,Inactive Investor,Christine Stine,,"Horan Securities, Inc.",christines@horanassoc.com,,Salesforce
11145465,Inactive Investor,Claudine Callison-Siero,Family Wealth Advisor;Financial Advisor;Investment Management Consultant;Portfolio Management Director;Senior Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,claudine.callison@morganstanley.com,,Salesforce
9589591,,Matthew Hamilton,,,rmh@hamiltoncapital.com,,List import
1001762,Inactive Investor,David Emmes,Managing Partner,Pacific Edge Advisors,david@pacificedgeadvisors.com, +1 949 718 4525,
10918698,Inactive Investor,Jason Pooler,,"Horace Mann Investors, Inc. Dover NH 1 Washington St",jason.pooler@horacemann.com,,Salesforce
9542093,,patrick smetek,,,pat.smetek@sunbeltsecurities.com,,List import
176032,,Tom Trinley,"Director, Finance & Operations",[Unknown],ttrinley@gddf.org, +1 312 977 2703,Database Upload
11180727,Inactive Investor,Randall Petersen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,randall.t.petersen@ubs.com,,Salesforce
9603124,,Erin Hoestje,,,erin.hoestje@clsinvest.com,,List import
11188034,Inactive Investor,Elaine Ho-Wan,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",elaine.ho-wan@schwab.com,,Salesforce
11018720,Inactive Investor,Nancy Thrasher,,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",nancythrasher@synovus.com,,Salesforce
10795804,Inactive Investor,Jeffrey Mehler,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;Member,"Jeffrey N. Mehler, CFP LLC",jeff@jnmehler.com,,Salesforce
9571731,,Eric Werner,,,eric.werner@ubs.com,,List import
11158397,Inactive Investor,Joseph Griffin,,State Farm VP Management Corp. Sioux City IA 3815 Stadium Dr,josephgriffin@statefarm.com,,Salesforce
182970,,aaaa ssss,,[Unknown],adadwadw@gmail.com,,
10812025,Inactive Investor,John Kisner,,"FBL Marketing Services, LLC",john.kisner@fbfs.com,,Salesforce
10968627,Inactive Investor,Heeyoung Kim,,State Farm VP Management Corp. Skokie IL 5012 Dempster St,,,Salesforce
11178316,Inactive Investor,Tracy Murdock,,PFS Investments Inc.,tmurdock@primerica.com,,Salesforce
10871268,Inactive Investor,Jeffrey Walters,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4275 Executive Sq",jeff.walters@wellsfargoadvisors.com,,Salesforce
11027555,Inactive Investor,Adam Kron,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",adam.kron@nm.com,,Salesforce
10957561,Inactive Investor,Matthew Mordus,,"Castle Hill Capital Partners, Inc.",,,Salesforce
95295,,Omar Rahman,,Northwell,omarrahman1@gmail.com,4128499462,Organic Search
9643406,,D S,,,ds@hotmail.com,,List import
10928370,Inactive Investor,Phillip Falk,Senior Vice President,Emerson Equity LLC Mckinney TX Private Residence,pfalk@emersonequity.com,,Salesforce
9644923,,andy wang,,,3205859522@qq.com,,List import
11229131,Inactive Investor,Stephanie Sun,,Goldman Sachs & Co.,,,Salesforce
11081348,Inactive Investor,Cameron Rodgers,,"Cadaret, Grant & Co., Inc. Hackensack NJ 1 University Plaza Dr",,,Salesforce
10927451,Inactive Investor,Quinn Vidrine,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,quinn.vidrine@primerica.com,,Salesforce
11049027,Inactive Investor,Michael Banks,,"USI Securities, Inc. Atlanta GA 1 Concourse Pkwy",michael.banks@usi.com,,Salesforce
11153251,Inactive Investor,John Minni,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",john.minni@ampf.com,,Salesforce
11190600,Inactive Investor,Marcy Berbrick,Member,"Carey S. Roebuck Financial Services, LLC",,,Salesforce
9605475,,Ed Zar,,,eddeon555@yahoo.com,,List import
9578503,,John Hanscom,,,john.hanscom@gmail.com,,List import
9606749,,Timothy Bullard,,,tbullard3@gmail.com,,List import
10961470,Inactive Investor,Carrie Baker,Financial Professional,LPL Financial LLC New Albany IN 3000 Technology Ave,carrie.a.baker@lpl.com,,Salesforce
11147323,Inactive Investor,Susan Searing,Financial Advisor;Partner,"Wells Fargo Advisors Financial Network, LLC Huron SD 875 Dakota Ave S",susan.searing@wfafinet.com,,Salesforce
10759786,Inactive Investor,Penny Rozelle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",penny_rozelle@ml.com,,Salesforce
11039941,Inactive Investor,John Eikanger,Financial Advisor,Prosperity Capital Advisors Bonita Springs FL 9220 Bonita Beach Rd SE,jeikanger@prosperityca.com,,Salesforce
9592854,,Rafi Zaman,,,rzaman@meketagroup.com,,List import
9614706,,Diane Imas,,,diane.imas@gmail.com,,List import
10863540,Inactive Investor,Troy Ahrens,,"Kestra Investment Services, LLC Austin TX 1221 S Mo Pac Expy",,,Salesforce
9543638,,David Almeida,,,david.almeida@lfg.com,,List import
10964457,Inactive Investor,Abigail Comer,Financial Planning Associate,Morgan Stanley,,,Salesforce
10994526,Inactive Investor,Jeffrey Chu,,Edward Jones San Mateo CA 411 Borel Ave,,,Salesforce
10963049,Inactive Investor,Jason Rite,,"Investment Fiduciary Planners, LLC",,,Salesforce
10762221,Inactive Investor,Kelly Kelp,Director - Corporate Client Group;Executive Director;Financial Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,kelly.kelp@morganstanley.com,,Salesforce
10771657,Inactive Investor,Michael Patterson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",drew_patterson@ml.com,,Salesforce
10826689,Inactive Investor,Kristin Nordahl,,"MML Investors Services, LLC North Andover MA 859 Turnpike St",,,Salesforce
10984250,Inactive Investor,Rossi Roche,,PFS Investments Inc. Jacksonville FL 3161 Saint Johns Bluff Rd S,rroche@primerica.com,,Salesforce
10889883,Inactive Investor,Frank Grinnell,Chief Compliance Officer;Managing Member;Portfolio Manager,"Grinnell Capital, LLC",frank@grinnellcapital.com,,Salesforce
11123735,Inactive Investor,Anthony Sconzo,Financial Advisor,Edward Jones Mebane NC 120 Millstead Dr,chris.sconzo@edwardjones.com,,Salesforce
10570561,,Jacob Zawada,,,jzawada@figure.com,,Web Form Fillout
9572367,,nanang Sungkowo,,,nangkerssungkowo@gmail.com,,List import
10879560,Inactive Investor,Richard Isacson,,The Huntington Investment Company Muskegon MI 3580 Henry St,richard.isacson@huntington.com,,Salesforce
10892206,Inactive Investor,George Kalfayan,,"Farmers Financial Solutions, LLC National City CA 845 E 8th St",gkalfayan@farmersagent.com,,Salesforce
11088560,Inactive Investor,Taylor Johnson,Senior Investment Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",taylor.johnson@rbc.com,,Salesforce
11152612,Inactive Investor,Matthew Tinyo,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",matthew.tinyo@ampf.com,,Salesforce
11094344,Inactive Investor,Gerald Applefield,,"M Holdings Securities, Inc. Charlotte NC 6525 Carnegie Blvd",gerald.applefield@mfin.com,,Salesforce
10926020,Inactive Investor,Karolyn Mayrant,Client Service Associate;Practice Manager,"Ameriprise Financial Services, LLC Yuma AZ 3150 S Catalina Dr",diane.mayrant@ampf.com,,Salesforce
10786145,Inactive Investor,Jung Peel,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10896634,Inactive Investor,Daniel Eisenman,Wealth Advisor,Commonwealth Financial Network Iowa City IA 2346 Mormon Trek Blvd,deisenman@commonwealth.com,,Salesforce
10822931,Inactive Investor,Troy Beckett,,"Raymond James Financial Services, Inc. Winder GA 58 W Candler St",troy.beckett@raymondjames.com,,Salesforce
10770218,Inactive Investor,Brian Gesuale,,"Raymond James & Associates, Inc.",brian.gesuale@raymondjames.com,,Salesforce
9542066,,Hoàng V?,,,vuxuanhoang096@gmail.com,,List import
10896424,Inactive Investor,Jessica Moon,Operations Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",jessica.moon@wfafinet.com,,Salesforce
63487,,Frank Briseno,,FSC Securities Corporation,fbriseno@fscadvisor.com,504-456-2040,
11168043,Inactive Investor,David Ferrell,,"Continental Investors Services, Inc.",dferrell@cisinvest.com,,Salesforce
10606653,,Adrian Engel,Portfolio Manager,City National Rochdale,adrian.engel@cnr.com,310-888-6000,List Import
208953,,Naim Çavu?,,Antek,naimcavus@gmail.com,(533) 695-9759,Paid Social
9609994,,Merey Iliyev,,,miko.iliev@gmail.com,,List import
11193862,Inactive Investor,Clint Saurage,Financial Advisor,Edward Jones Katy TX 1617 S Fry Rd,clint.saurage@edwardjones.com,,Salesforce
10784946,Inactive Investor,Ryan Istre,,J.P. Morgan Securities LLC Baton Rouge LA 451 Florida St,ryan.istre@jpmorgan.com,,Salesforce
10818204,Inactive Investor,William Garcia,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,william.garcia@fidelity.com,,Salesforce
10831642,Inactive Investor,Anthony Adams,Financial Advisor,Edward Jones Henderson NC 1775 Graham Ave,anthony.adams@edwardjones.com,,Salesforce
9549046,,Hersh Khadilkar,,,hersh.khadilkar@surveyor-capital.com,,List import
11030594,Inactive Investor,Melissa Ramsaran,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,,,Salesforce
10777698,Inactive Investor,Lee Yambura,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",lee_yambura@ml.com,,Salesforce
9602690,,Michael Misiti,,,michael.misiti@compass.com,,List import
9588712,,Craig Occhialini,,,cocchialini@torreycove.com,,List import
9587155,,Robin John,,,rjohn@eventidefunds.com,,List import
10820563,Inactive Investor,Shawn Behrendsen,Investment Advisor Representative,"Osaic Wealth, Inc. Webster City IA 522 2nd St",,,Salesforce
10644269,,Samir Patel,,,samir.h.patel@jpmorgan.com,,List Import
10927750,Inactive Investor,Marshall Moon,,"Osaic Wealth, Inc. Kenmore WA Private Residence",,,Salesforce
11090793,Inactive Investor,Melissa Garapedian,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",melissa.l.garapedian@ml.com,,Salesforce
11190339,Inactive Investor,Sagorica Rudra,Financial Advisor,LPL Financial LLC Syosset NY 6851 Jericho Tpke,sagorica.rudra@lpl.com,,Salesforce
10847178,Inactive Investor,Nicholas Drouin,Chief Executive Officer;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashua NH 45 Technology Way",nick.drouin@nm.com,,Salesforce
10797781,Inactive Investor,Robert Osur,,"Centaurus Financial, Inc. Henderson NV 10120 S Eastern Ave",rosur@cfiemail.com,,Salesforce
11152733,Inactive Investor,Otis Thames,Financial Professional,"VALIC Financial Advisors, Inc. Panama City Beach FL Private Residence",otis.thames@valic.com,,Salesforce
10941650,Inactive Investor,Patrick Fahrenbach,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,patrick_fahrenbach@vanguard.com,,Salesforce
11200262,Inactive Investor,Ryan Coyle,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",ryan.coyle@equitable.com,,Salesforce
11039747,Inactive Investor,Douglas Twohill,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,douglas.twohill@ubs.com,,Salesforce
11060891,Inactive Investor,Terry Stephenson,,"Wells Fargo Clearing Services, LLC Jacksonville Beach FL 233 3rd St N",terry.stephenson@wellsfargo.com,,Salesforce
11167085,Inactive Investor,Nicole Wiltgen,,Cetera Advisor Networks LLC Calmar IA 304 N Maryville St,,,Salesforce
10866949,Inactive Investor,James Johnston,Principal;Senior Wealth Advisor,AlphaCore Capital LLC Denver CO 4500 E Cherry Creek South Dr,jjohnston@alphacorecap.com,,Salesforce
9636000,,Abdul Rahim,,,abdul.rahim@investcorp.com,,List import
10888420,Inactive Investor,Kevin Kiesel,,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",kevin.kiesel@raymondjames.com,,Salesforce
11038216,Inactive Investor,Brian Ginn,,The O.N. Equity Sales Company Lake Bluff IL 101 Waukegan Rd,,,Salesforce
11103368,Inactive Investor,Stephen Lee,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,,,Salesforce
10841778,Inactive Investor,Robert Ripka,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",mason.ripka@ml.com,,Salesforce
11152224,Inactive Investor,Taylor Zemlicka,,"Northwestern Mutual Investment Services, LLC Watertown SD 110 1st Ave NW",taylor.zemlicka@nm.com,,Salesforce
11074182,Inactive Investor,James Mezzetti,Managing Partner;President,"Myles Wealth Management, LLC",jmezzetti@myleswm.com,,Salesforce
10890873,Inactive Investor,Daniel Engberg,Financial Advisor,Edward Jones Saint Paul MN 1895 Plaza Dr,dan.engberg@edwardjones.com,,Salesforce
10911991,Inactive Investor,Alyson Mandato,,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,amandato@commonwealth.com,,Salesforce
11184930,Inactive Investor,Albert Passanante,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10925297,Inactive Investor,Caedmon Bear,Chief Compliance Officer;Financial Planner;Founder;Investment Advisor;Managing Member,"On The Trail Financial Planning, LLC",,,Salesforce
10689861,,Gary Ludwig,,GAPACO LLC,gapacollc@gmail.com,,Web Form Fillout
10911763,Inactive Investor,John Pizzoferrato,,Cetera Advisors LLC Lombard IL 151 E 22nd St,,,Salesforce
11016679,Inactive Investor,Sean Shearon,,"GLP Investment Services, LLC",sshearon@glpwins.com,,Salesforce
11190706,Inactive Investor,Anna Hargis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",anna.hargis@ml.com,,Salesforce
10836422,Inactive Investor,Dale Akinla,Executive Director;Financial Advisor,Morgan Stanley,dale.akinla@morganstanley.com,,Salesforce
11046810,Inactive Investor,William Waters,Financial Advisor,LPL Financial LLC Lancaster PA 2301 Harrisburg Pike,william.waters@lpl.com,,Salesforce
11087224,Inactive Investor,Sherri Fryatt,,LPL Financial LLC Round Rock TX 4001 Sable Oaks Dr,sherri.fryatt@lpl.com,,Salesforce
10825198,Inactive Investor,Ronald Olson,,"LaSalle St Securities, L.L.C. East Aurora NY 634 Main St",rolson@lasallest.com,,Salesforce
9616737,,edwin retter,,,retter@cfl.rr.com,,List import
10754109,Inactive Investor,Robert Nelson,Elected Manager;Manager;President;Regulatory Contact,"Gradient Securities, LLC",rnelson@gradientsecurities.com,,Salesforce
11097628,Inactive Investor,Patricia Mullin,Chief Compliance Officer,Gemmer Asset Management LLC,,,Salesforce
10886813,Inactive Investor,William Wickland,,PFS Investments Inc. Lindale TX 1414 S Main St,william.wickland@primerica.com,,Salesforce
10804856,Inactive Investor,Peter Torabkhan,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",pmt@myampny.com,,Salesforce
9621481,,Robert Joel,,,bjoel@salvuswealth.com,,List import
11088103,Inactive Investor,Thomas Maclaughlin,Wealth Manager,Creative Planning Waterford NY Private Residence,thomas.maclaughlin@creativeplanning.com,,Salesforce
11184337,Inactive Investor,Courtney Myers,Financial Advisor,Thrivent Investment Management Inc. Cottage Grove MN 8750 90th St S,courtney.myers@thrivent.com,,Salesforce
10822024,Inactive Investor,Paul Thieleke,,"Carter, Terry & Company, Inc.",pthieleke@carterterry.com,,Salesforce
9627014,,A Khan,,,scrapstationpk@gmail.com,,List import
11025987,Inactive Investor,Ashraf Darweesh,,"Horace Mann Investors, Inc.",ashraf.darweesh@horacemann.com,,Salesforce
10797335,Inactive Investor,Oscar Sasson,Financial Advisor,"Valley Wealth Strategies, LLC Menlo Park CA 535 Middlefield Rd",osasson@zukfinancial.com,,Salesforce
10774310,Inactive Investor,Tara Mohr,Financial Advisor;Financial Consultant,LPL Financial LLC Boulder CO 3775 Iris Ave,tara.mohr@lpl.com,,Salesforce
10789442,Inactive Investor,Barbara Erickson,,"Wells Fargo Clearing Services, LLC Palo Alto CA 400 Hamilton Ave",barbara.erickson@wellsfargoadvisors.com,,Salesforce
10613701,,Michael Dunleavy,Financial Advisor,,michael.dunleavy@wellsfargo.com,,List Import
10782354,Inactive Investor,Niladri Mukhopadhyay,,Goldman Sachs & Co.,niladri.mukhopadhyay@gs.com,,Salesforce
10658470,,Agnes Piotrowska,,,agnes.mioduszewska@primerica.com,,List Import
10888204,Inactive Investor,Scott Bolitho,,Cetera Advisor Networks LLC Glenwood Springs CO 1605 Grand Ave,bolithos@ceteranetworks.com,,Salesforce
11099847,Inactive Investor,Keith Baier,Vice President - Investments,"Moors & Cabot, Inc. Ithaca NY Private Residence",kbaier@moorscabot.com,,Salesforce
10849046,Inactive Investor,Catherine Farago,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Dorchester MA Private Residence",schaefer.cathy@principal.com,,Salesforce
10614794,,Victoria Moran,"Financial Advisor, Vice President",,victoria.moran@morganstanley.com,,List Import
11079867,Inactive Investor,Michael Anderson,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",,,Salesforce
11047470,Inactive Investor,James O'Quinn,,LPL Financial LLC Augusta GA Private Residence,james.o-quinn@lpl.com,,Salesforce
10877673,Inactive Investor,Alexander Savinar,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,,,Salesforce
10796819,Inactive Investor,Barry Falk,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,bfalk@janney.com,,Salesforce
27896,, -,,[[Unknown]],nicehilltech@gmail.com,,Organic Search
10794339,Inactive Investor,William Hustead,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",bill.hustead@wellsfargoadvisors.com,,Salesforce
10914529,Inactive Investor,Michael Kelley,,"Northwestern Mutual Investment Services, LLC Whitefish MT 530 19th St",michael.kelley@nm.com,,Salesforce
10915940,Inactive Investor,Andrew Hale,Financial Advisor,Edward Jones Covington GA 10197 Dearing St SE,drew.hale@edwardjones.com,,Salesforce
10921236,Inactive Investor,Everette Morgan,Financial Advisor,Thrivent Investment Management Inc. Woodstock VA 106 Lawyers Row,walt.morgan@thrivent.com,,Salesforce
9553147,,Thomas Leavell,,,tleavell@leavellinvestments.com,,List import
11163253,Inactive Investor,Lydia May,First Vice President - Wealth Management,Morgan Stanley Paducah KY 5158 Village Sq,lydia.may@ubs.com,,Salesforce
10863412,Inactive Investor,Randy Kurtz,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Upper Left Wealth Management, LLC",support@upperleftwealth.com,,Salesforce
11047798,Inactive Investor,Chad Brown,,Aegis Capital Corp. Encinitas CA Private Residence,,,Salesforce
11134418,Inactive Investor,Alex Payne,,J.P. Morgan Securities LLC Briarcliff Manor NY 1100 Pleasantville Rd,alex.payne@chase.com,,Salesforce
10980167,Inactive Investor,Christine Walker-Tosh,,"Farmers Financial Solutions, LLC Glen Ellyn IL 45 S Park Blvd",christine.cclark@farmersagency.com,,Salesforce
11146611,Inactive Investor,Wei Yong,,"Transamerica Financial Advisors, Inc Princeton NJ 4390 US Hwy 1",wei.yong@tfaconnect.com,,Salesforce
10848749,Inactive Investor,Ashley Pease,,"Hantz Financial Services, Inc. Marquette MI 228 W Washington St",ashley.pease@hantzgroup.com,,Salesforce
11044307,Inactive Investor,Anthony Bardaro,Executive Director;Financial Advisor;Portfolio Manager;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,anthony.p.bardaro@jpmorgan.com,,Salesforce
11080452,Inactive Investor,Lauren Hansen,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10829510,Inactive Investor,Marilyn Oberstein,,Cetera Advisor Networks LLC East Islip NY 66 W Main St,obersteinm@ceteranetworks.com,,Salesforce
9598390,,Christopher Cullen,,,ccullen@ccmg.com,,List import
10999289,Inactive Investor,Roxana Martinez Arce,,"Wells Fargo Clearing Services, LLC Washington DC 1350 New York Ave NW",,,Salesforce
10959654,Inactive Investor,Christian Olvera Cortes,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11142952,Inactive Investor,Jessica Agostinis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",jessica.a.agostinis@ml.com,,Salesforce
9605977,,Jessie Freeman,,,jfreepoland@gmail.com,,List import
11006644,Inactive Investor,Pilar Castillo Soto,,PFS Investments Inc. Miami FL 7955 NW 12th St,pcastillo-soto@primerica.com,,Salesforce
11199157,Inactive Investor,John Arens,,"Balboa Wealth Partners, Inc. Long Beach CA 444 W Ocean Blvd",jarens@balboawealth.com,,Salesforce
11304563,Active Investor,Kacper Dolatowski,,FMTC Custodian Roth IRA FBO Kacper Dolatowski,kacper@axon-design.com,646-342-4949,Salesforce
245877,,Not Provided,Legislative Aide,US Senate,jackie_bossman@rounds.senate.gov,,Manual List Upload
11091737,Inactive Investor,Jeffrey Jacobson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Boston MA 53 State St",jeffrey.jacobson@rbc.com,,Salesforce
11114458,Inactive Investor,William Mcclure,,Morgan Stanley Louisville KY 4969 US Hwy 42,,,Salesforce
240873,,Spinelli Gabrielle,,[Unknown],gabrielle.spinelli@citadel.com,,Event
11063634,Inactive Investor,Margaret Allison,Chief Compliance Officer;Director - Client Services,Hayek Kallen Investment Management L.L.C.,maggie@hayekkallen.com,,Salesforce
11019727,Inactive Investor,Jarod Walker,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",jarod.walker@truist.com,,Salesforce
10881498,Inactive Investor,Kevin Harvey,Financial Advisor,LPL Financial LLC Chico CA 2452 Lakewest Dr,kevin.harvey@lpl.com,,Salesforce
1001679,Inactive Investor,Charles Acton,"Associate Director, Real Estate",C.M. Capital Advisors,charlie@cmcapitalusa.com, +1 650 326 6480,
11119483,Inactive Investor,Sarah Herndon,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,sarahherndon@statefarm.com,,Salesforce
10762058,Inactive Investor,Jennie Anderson,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",lynn_anderson@ml.com,,Salesforce
165645,,Anshuman Shukla,,[Unknown],helloashukla@yahoo.com,,Organic Search
11231293,Inactive Investor,Kimberly Grimes,,Vanguard Marketing Corporation,kimberly_grimes@vanguard.com,,Salesforce
11007738,Inactive Investor,Austin Simon,,"Pruco Securities, LLC. Vestal NY 400 Plaza Dr",austin.simon@prudential.com,,Salesforce
9583585,,Joseph Lewis,,,j.lewis@fi.com,,List import
10780195,Inactive Investor,James Cullen,Chief Compliance Officer;Senior Compliance Consultant,"William Howard & Co. Financial Advisors, Inc.",jcullen@whcfa.com,,Salesforce
9635665,,Marija Luketina,,,mluketina@ncafinancial.com,,List import
9632488,,Matt Chamberlin,,,mchamberlin@roundrockadvisors.com,,List import
9550227,,Scott Alexander,,,sralexander@ft.newyorklife.com,,List import
10858587,Inactive Investor,Christopher Gervais,Financial Advisor,LPL Financial LLC Winona MN Private Residence,christopher.gervais@lpl.com,,Salesforce
11042098,Inactive Investor,Bryan Purdom,Financial Advisor,Edward Jones Jefferson City TN 1404 S Sizer Ave,bryan.purdom@edwardjones.com,,Salesforce
10779584,Inactive Investor,Steven Van Solkema,Chief Investment Officer;President,"WBI Investments, LLC",,,Salesforce
11198928,Inactive Investor,Alexander Adams,Wealth Management Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,alexander.adams@jpmorgan.com,,Salesforce
10941053,Inactive Investor,Osanna Koester,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,osanna_koester@vanguard.com,,Salesforce
10913027,Inactive Investor,James Fornof,Senior Investment Advisor,"Oakmont Capital Management, LLC",jfornof@oakmontcap.com,,Salesforce
11028890,Inactive Investor,Daniel Ratulowski,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",daniel.m.ratulowski@nm.com,,Salesforce
10614919,,Jill Schildkraut-Katz,"Director - Alternative Investments, Family Wealth Director, Financial Advisor, Managing Director, Private Wealth Advisor, Workpl",,jill.schildkraut-katz@morganstanley.com,,List Import
11238196,Inactive Investor,David Evensky,,Evensky & Katz / Foldes Financial Wealth Management,davidevensky@evenskykatz.com,,Salesforce
9576653,,Abs Haitham,,,nienterprise1@aol.com,,List import
9598635,,Dustin Cameron,,,dcameron5916@gmail.com,,List import
11140183,Inactive Investor,Richard McGimsey,Financial Advisor,"Concourse Financial Group Securities, Inc. Birmingham AL 1301 Doug Baker Blvd",richard.mcgimsey@concoursefinancial.com,,Salesforce
10800544,Inactive Investor,Mark Robertson,Chief Compliance Officer;Founding Member;President,"Maxim Capital Advisors, Inc. Costa Mesa CA 3100 Bristol St",mark@maximcapitaladvisors.com,,Salesforce
10996505,Inactive Investor,Matthew Digangi,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",matthew.digangi@firstcitizens.com,,Salesforce
10857412,Inactive Investor,David Feinauer,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,david.feinauer@primerica.com,,Salesforce
11133915,Inactive Investor,Douglas Wood,Member;President,Sandalwood Investment Group South Burlington VT 21 Sandalwood Dr,,,Salesforce
10869362,Inactive Investor,David Edelman,,Cetera Advisor Networks LLC Saint Paul MN 500 Main St,edelmand@ceteranetworks.com,,Salesforce
10868696,Inactive Investor,Carlos Mendoza,,"Solano Wealth Management, Inc.",carlos@solanowealth.com,,Salesforce
10916439,Inactive Investor,Gary Byrne,Owner;President,"Carlisle Financial Management, LLC Barrington IL 1429 Carlisle Dr",gary@carfm.net,,Salesforce
9554786,,Kirk Chisholm,,,kirk@nuaadvisors.com,,List import
345745,,Dan Kirslis,Financial Planning Specialist,Chicory Wealth,dankirslis@chicorywealth.com,404-294-5917,Manual List Upload
10835434,Inactive Investor,Adrian Day,Chairman;Chief Executive Officer;President;Treasurer,Adrian Day Asset Management San Juan 201A Calle de Tetuan,globalanalyst@adrianday.com,,Salesforce
9636114,,Sheryl Piepenbrink,,,sp@sbw-invest.com,,List import
10767705,Inactive Investor,Guy Wages,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Knoxville TN 800 S Gay St,bill.wages@ubs.com,,Salesforce
9582285,,Frank Emery,,,richard.emery@voyafa.com,,List import
10837618,Inactive Investor,Christopher Darcy,Chief Compliance Officer;Chief Investment Officer;Managing Member;Portfolio Manager,"D'Arcy Capital Management, LLC",brett@darcycapital.com,,Salesforce
10972422,Inactive Investor,Reynold Jainarine,,"Allstate Financial Services, LLC Jamaica NY 160-07 Hillside Ave",rjainarine@allstate.com,,Salesforce
11226193,,Marc l,,,landmanmarc@gmail.com,,Web Form Fillout
11051129,Inactive Investor,Andrew Pappas,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",andrew.x.pappas@nm.com,,Salesforce
371786,,Brandon Posey,,United States,mgatacticalsolutions@outlook.com,,Salesforce
10612808,,Alan Tompesku,Financial Advisor,,alan.r.tompesku@ampf.com,,List Import
9634177,,John Bauer,,,johntbauer@aol.com,,List import
9595490,,Kelly Cooper,,,kcooper@uscwealth.com,,List import
91168,,James Sinclair,Chief Compliance Officer,"David Vaughan Investments, Inc.",jsinclair@dviinc.com,1-309-685-0033,Database Upload
11147149,Inactive Investor,Candice Kern,,"Horace Mann Investors, Inc. Winchester TN 300 2nd Ave NW",kernc@horacemann.com,,Salesforce
9571694,,Michael Voss,,,mikevoss19@gmail.com,,List import
10865085,Inactive Investor,Daniel Clark,,"Leigh Baldwin & Co., LLC",dclark@leighbaldwin.com,,Salesforce
10994229,Inactive Investor,Robert Hartland,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hewitt TX Private Residence",,,Salesforce
10964814,Inactive Investor,John Montgomery,Chief Compliance Officer;President,Invictus Investment Advisors,,,Salesforce
11088007,Inactive Investor,Andrea Roschke,,"Ameriprise Financial Services, LLC Agoura Hills CA 29899 Agoura Rd",,,Salesforce
9644636,,Andrei Kazantsev,,,andrei.kazantsev@gs.com,,List import
11008872,Inactive Investor,Robert Rose,,"MML Investors Services, LLC Brentwood TN 10 Cadillac Dr",,,Salesforce
10806038,Inactive Investor,Laura Howe,,The Huntington Investment Company Morgantown WV 3120 University Ave,laura.howe@huntington.com,,Salesforce
11093474,Inactive Investor,Cedric Joins,,NYLIFE Securities LLC Los Angeles CA 2029 Century Park E,cjoins@ft.newyorklife.com,,Salesforce
10780882,Inactive Investor,Dax Rush,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,dax.rush@fidelity.com,,Salesforce
11127757,Inactive Investor,Nicholas Irving,,LPL Financial LLC Bradenton FL 1201 6th Ave W,nicholas.irving@lpl.com,,Salesforce
10899486,Inactive Investor,Thomas Paterson,,"TRUE Private Wealth Advisors, LLC",,,Salesforce
10835811,Inactive Investor,Robert Buschur,Financial Advisor,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,rbuschur@rwbaird.com,,Salesforce
11189260,Inactive Investor,John Donovan,Vice President,"Raymond James & Associates, Inc. West Hartford CT 433 S Main St",john.donovan@raymondjames.com,,Salesforce
9595968,,Trevor W,,,froggg@gmail.com,,List import
11217038,,Frank Bisk,,,frank.bisk@nb.com,,Other
9541060,,Thomas Geraghty,,,tomg@stonegatefinancialfitness.com,,List import
9595676,,Mari-Cay Hartman,,,maricayhartman@gmail.com,,List import
11021848,Inactive Investor,Robert Folger,,State Farm VP Management Corp. Crossville TN 848 Livingston Rd,,,Salesforce
10867226,Inactive Investor,Timothy Glover,Financial Advisor,"Packerland Brokerage Services, Inc. Phoenix AZ 7301 N 16th St",timothy_glover@packerlandbrokerage.com,,Salesforce
11151843,Inactive Investor,Elizabeth Cole,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",elizabeth_s_bizic@ml.com,,Salesforce
11019776,Inactive Investor,Tracy Schweihofer,,J.P. Morgan Securities LLC Port Huron MI 1226 24th St,tracy.schweihofer@jpmorgan.com,,Salesforce
9597157,,Robert Trethewey,,,rtrethewey@sageviewadvisory.com,,List import
11118361,Inactive Investor,Brittney Gould,,"Empower Financial Services, Inc Faribault MN Private Residence",brittney.gould@empower.com,,Salesforce
9641800,,vivi pan,,,start2002great@gmail.com,,List import
11114842,Inactive Investor,Colin Gates,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",colin.gates@ml.com,,Salesforce
10791251,Inactive Investor,Elmer Haynes,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",elmer.haynes@schwab.com,,Salesforce
10939976,Inactive Investor,Anthony Caracciolo,,Fidelity Brokerage Services LLC Evanston IL 808 Church St,,,Salesforce
9546528,,Darren Camas,,,d.camas@pkconsulti.ng,,List import
10691726,Active Investor,Allen Gozini,,IRAR Trust Fbo Allen Gozini #3602264,,,Salesforce
10860896,Inactive Investor,Brian Caine,Chief Compliance Officer;Co-Founder;Managing Director;Managing Partner,"CSJ Wealth Management, LLC",brian@csjwealth.com,,Salesforce
11200642,Inactive Investor,Jeanette Lucas,Executive Vice President;Partner;Senior Financial Advisor,Condor Capital Wealth Management,jeanette@condorcapital.com,,Salesforce
10945169,Inactive Investor,Caitlin Mcbee,Financial Advisor,Edward Jones Middletown OH 612 N University Blvd,caitlin.mcbee@edwardjones.com,,Salesforce
11121136,Inactive Investor,Brian Wiklund,Managing Director,"Benjamin F. Edwards & Company, Inc. Leawood KS 5250 W 116th Pl",brian.wiklund@benjaminfedwards.com,,Salesforce
11051674,Inactive Investor,Keith Lockwood,Chief Investment Officer;Portfolio Manager,B.A. Schrock Wealth Management,keith@baschrock-fg.com,,Salesforce
11093694,Inactive Investor,Deana Baxter,,"Raymond James Financial Services, Inc. Akron OH 3680 Embassy Pkwy",deana.baxter@raymondjames.com,,Salesforce
11063160,Inactive Investor,Matthew Mendenhall,,The Norden Group LLC Idaho Falls ID 591 Park Ave,,,Salesforce
9610197,,Joey Cappuccino,,,joey@cappuccinofinancial.com,,List import
10799192,Inactive Investor,Leo Connors,Account Executive;Vice President,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,,,Salesforce
11047252,Inactive Investor,Timothy Legamaro,Registered Principal,LPL Financial LLC Corpus Christi TX 717 Everhart Rd,timothy.legamaro@lpl.com,,Salesforce
10952753,Inactive Investor,Joshua Adkins,,"Osaic Institutions, Inc. Johnson City TN 709 Med Tech Pkwy",joshua.r.adkins@mwarep.org,,Salesforce
11175371,Inactive Investor,David Fricke,Financial Advisor,Edward Jones Yucaipa CA 11368 Bryant St,david.fricke@edwardjones.com,,Salesforce
11090695,Inactive Investor,Nicholas Battey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10798537,Inactive Investor,Thomas Sandifer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",thomas.sandifer@ml.com,,Salesforce
11006199,Inactive Investor,Tristan Whitley,,"Wells Fargo Clearing Services, LLC San Ramon CA 3111 Crow Canyon Pl",,,Salesforce
10618473,,Vicki Ispas,,,vicki.ispas@wellsfargoadvisors.com,,List Import
11112422,Inactive Investor,Deena Hand,,J.P. Morgan Securities LLC Flower Mound TX 2051 Long Prairie Rd,deena.hand@jpmorgan.com,,Salesforce
11197022,Inactive Investor,Kristin Sarafinis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",kristin.sarafinis@ml.com,,Salesforce
10973970,Inactive Investor,Kailee Ostroski,Director - Operations;Financial Advisor,"Connecticut Wealth Management, LLC",kostroski@ctwealthmgmt.com,,Salesforce
9590466,,Pamela Walls-Davies,,,lakay2@yahoo.com,,List import
10959862,Inactive Investor,Ronald Hawkins,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,ronald.hawkins@primerica.com,,Salesforce
11145479,Inactive Investor,Rajesh Ramlal,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,rajesh.ramlal@primerica.com,,Salesforce
9589080,,Jeff Rupert,,,jeffrupert87@hotmail.com,,List import
371419,,Sunny SHRESHA,,Nepal,tradingsmax@gmail.com,,Google Natural Search
10991617,Inactive Investor,Austin Brown,Financial Advisor,CG Advisory Services,austinb@mycgfinancial.com,,Salesforce
11146640,Inactive Investor,Xiaoqi Ye,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 2330 130th Ave NE",xiaoqi.ye@tfaconnect.com,,Salesforce
11121341,Inactive Investor,MacKenzie Provost,Financial Advisor,Edward Jones Battle Lake MN 106 W Henning St,mackenzie.barry@edwardjones.com,,Salesforce
11098643,Inactive Investor,Silvana D'Anna,,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,silvana.danna@ubs.com,,Salesforce
9647925,,Brian Catanella,Senior Institutional Consultant,UBS,brian.catanella@ubs.com,215-972-6824,List import
10880884,Inactive Investor,Thomas Nielson,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Midvale UT 7730 S Union Park Ave",thomas.nielson@ampf.com,,Salesforce
11051515,Inactive Investor,Mark Carr,President,InterOcean Capital Chicago IL 980 N Michigan Ave,,,Salesforce
10872719,Inactive Investor,Jairo Villatoro,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Silver Spring MD 2601 University Blvd W",j.villatoro@ml.com,,Salesforce
10978702,Inactive Investor,Samantha D'Angelo,Financial Advisor,"EverSource Wealth Advisors, LLC Kansas City MO 10401 Holmes Rd",,,Salesforce
10935941,Inactive Investor,Anthony Soans,Financial Advisor,LPL Financial LLC La Conner WA Private Residence,anthony.soans@lpl.com,,Salesforce
41867,,Mark Liao,,Phil Tradewerk,liaomark96@gmail.com,9178553800,
370927,,Vishal Singh,,India,vishal170997@gmail.com,,Salesforce
10993554,Inactive Investor,Yessica Torres,,"Raymond James & Associates, Inc.",yessica.torres@raymondjames.com,,Salesforce
69208,,Jan Peltzer,"Office Manager, Owner, CCO","Intrack Investment Management, Inc.",jan@intrackinvest.com,802-658-0625,Manual List Upload
10838927,Inactive Investor,Peter Wernau,Chief Executive Officer;President;Regulatory Contact,Wernau Asset Management,pwernau@wernauassetmanagement.com,,Salesforce
11192864,Inactive Investor,Prakash Chandiramani,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",pkc@financialguide.com,,Salesforce
10860341,Inactive Investor,Kenneth Burke,Chief Executive Officer;President,"High Falls Advisors, Inc.",kburke@highfallsadvisors.com,,Salesforce
11135325,Inactive Investor,Travis Trettin,Chief Compliance Officer;Owner;President,Yosemite Wealth Oakhurst CA 40047 Highway 41,,,Salesforce
351343,,Charles Cameron,Specializes in constructing,Van Eck Absolute Return Advisers Corp.,ccameron@vaneck.com,212-293-2000,Manual List Upload
11083338,Inactive Investor,Amanda Morehouse,,J.P. Morgan Securities LLC Fresno CA 7892 N Blackstone Ave,amanda.d.fraser@jpmorgan.com,,Salesforce
10843251,Inactive Investor,Dianne Odom,,"J.W. Cole Financial, Inc. Irmo SC 7921 Broad River Rd",,,Salesforce
11093718,Inactive Investor,Brian Chappell,,"Raymond James Financial Services, Inc. Jacksonville FL 1920 San Marco Blvd",,,Salesforce
11067424,Inactive Investor,Steven Chabot,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,steven.chabot@fidelity.com,,Salesforce
10941567,Inactive Investor,Christopher Nichols,,"Independence Capital Co., Inc. Uniontown OH Private Residence",,,Salesforce
10785407,Inactive Investor,Jamila Hassan,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,jamila.hassan@jpmorgan.com,,Salesforce
11167352,Inactive Investor,Thierno Diallo,Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11055381,Inactive Investor,Jason Klein,,"FBL Marketing Services, LLC Cedar Rapids IA 5021 Duffy Dr Ne",jason.klein@fbfs.com,,Salesforce
11106248,Inactive Investor,Matthew Kanakis,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 9313 3rd Ave,,,Salesforce
10889426,Inactive Investor,Kirk Reed,Financial Planner,"McNamara Financial Services, Inc.",kirk@mcnamarafinancial.com,,Salesforce
11231445,Inactive Investor,Lara Magnusen,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11186639,Inactive Investor,Vitaly Kuzyanov,,J.P. Morgan Securities LLC Westwood MA 670 High St,vitaly.kuzyanov@jpmorgan.com,,Salesforce
11027112,Inactive Investor,Gregory Logan,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11164898,Inactive Investor,Laura Anglin,,"Allstate Financial Services, LLC San Diego CA 4370 Palm Ave",lauraanglin@allstate.com,,Salesforce
9607080,,James Engel,,,jamesdengel108@me.com,,List import
10766475,Inactive Investor,Trisha Thomas,Senior Business Associate,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",trisha.thomas@rbc.com,,Salesforce
10752747,Inactive Investor,Michael Sturm,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 5018 E 68th St",michael.sturm@ampf.com,,Salesforce
11077254,Inactive Investor,Jennifer Carleton,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Concord NH 45 S Main St",jennifer.carleton@rbc.com,,Salesforce
9588080,,Supratim Sircar,,,supratimsircar@gmail.com,,List import
11050994,Inactive Investor,Christopher Thomas,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,chris.thomas.j8oy@statefarm.com,,Salesforce
10942153,Inactive Investor,Erica McKinney,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11136372,Inactive Investor,Jacob Sorensen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10977904,Inactive Investor,Saurin Kamdar,,Stephens Dallas TX 200 300 Crescent Ct,skamdar@stephens.com,,Salesforce
11036378,Inactive Investor,Michael Lee,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,,,Salesforce
10813458,Inactive Investor,Felicite Pinkston,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",felicite.pinkston@wellsfargoadvisors.com,,Salesforce
10769498,Inactive Investor,Laura Veach,Senior Client Associate,Morgan Stanley Atlanta GA 5565 Glenridge Connector,,,Salesforce
9623299,,Carlos Gutierrez,,,biglos24@gmail.com,,List import
11154911,Inactive Investor,Aaron Garcia,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,,,Salesforce
9563111,,Salvatore Papa,,,spapa@bamadvisor.com,,List import
9566251,,Joseph Caccavale,,,maggiemae937@aol.com,,List import
11031907,Inactive Investor,Isaac Cuadras,,J.P. Morgan Securities LLC Yuba City CA 1054 Harter Rd,isaac.cuadras@jpmorgan.com,,Salesforce
10779893,Inactive Investor,Margaret Blisard,Complex Supervisory Manager,Janney Montgomery Scott LLC Hauppauge NY 100 Motor Pkwy,mblisard@janney.com,,Salesforce
10645008,,Rebecca Oviedo Vargas,,,rebecca.oviedovargas@chase.com,,List Import
10837429,Inactive Investor,Joseph Vaglica,,PFS Investments Inc. Beaumont TX 2615 Calder St,joseph.vaglica@primerica.com,,Salesforce
11114629,Inactive Investor,Alain Welty,,"Allstate Financial Services, LLC Santa Barbara CA 5266 Hollister Ave",alainwelty@allstate.com,,Salesforce
10786543,Inactive Investor,Michael Campbell,Asset Manager;Executive Director,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,michael.g.campbell@jpmorgan.com,,Salesforce
11188675,Inactive Investor,Helen Lee,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Seattle WA 601 Union St,helen.c.lee@morganstanley.com,,Salesforce
10648336,,Michael Mayer,,,michael.mayer@fmr.com,,List Import
9626131,,Timothy Herzog,,,timothyherzog246@gmail.com,,List import
249340,,Kevin Griffin,,,kevin@i3quant.com,,
10484937,,Christopher High,"Managing Partner, Member","Concentio Capital Management, LLC",chigh@concentiocapital.com,,List Import
11115799,Inactive Investor,Sean McIntosh,,"International Assets Advisory, LLC",smcintosh@iaac.com,,Salesforce
10966848,Inactive Investor,Darlin Rivera,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Visalia CA 1001 N Demaree St",,,Salesforce
222047,,Katherine Gonzaz,,[Unknown],diazgkatherine@gmail.com,,Direct
11030018,Inactive Investor,Donald Blauner,,"Prosperitas Financial, LLC Los Angeles CA Private Residence",dblauner@prosperitasfin.com,,Salesforce
96941,,Srbo Radisavljevic,Managing Principal,"Strategic Edge Wealth Management, Llc",srbo@strategicedgewealth.com,847-849-5550,
240677,,Quade Mark,,[Unknown],mquade@vedderprice.com,,Event
11050966,Inactive Investor,Nicholas Bertha,,Hampshire Family Office,nbertha@hampshirefamilyoffice.com,,Salesforce
189277,,Kris Bougie,Financial Associate,Thrivent Investment Management Inc.,kris.bougie@thrivent.com,,
11018324,Inactive Investor,Robert Russo,,"Raymond James Financial Services, Inc. Houston TX 1177 West Loop S",robert.russo@raymondjames.com,,Salesforce
10985028,Inactive Investor,Peter Arborea,,NYLIFE Securities LLC New York NY 285 Fulton St,parborea@ft.newyorklife.com,,Salesforce
231893,, -,,[[Unknown]],smg791@gmail.com,,
10803844,Inactive Investor,Brian Rorick,Partner;Private Wealth Advisor,"Aveo Capital Partners, LLC",br@aveocapital.com,,Salesforce
10841525,Inactive Investor,Christopher English,President,"Lumen Capital Management, L.L.C.",,,Salesforce
9595599,,Sofia Rosala,,,srosala@copelandcapital.com,,List import
9580454,,Philip Sprague,,,psprague@massmutual.com,,List import
10782231,Inactive Investor,Clifford Mulder,Managing Director;Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Portage MI 7995 Moorsbridge Rd",clifford.mulder@raymondjames.com,,Salesforce
11011000,Inactive Investor,David Forscht,,PFS Investments Inc. Chalfont PA 31 Oak Ave,,,Salesforce
11005114,Inactive Investor,Brieana Gaglioti,,Vanguard Marketing Corporation,brieana_gaglioti@vanguard.com,,Salesforce
221856,,Tim McCullagh,,[Unknown],tim.mccullagh@marske.com,,
10819709,Inactive Investor,Cameron Parker,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
7703295,,gore rena,,,wilov20048@hrisland.com,,Web Form Fillout
10961929,Inactive Investor,Nicholas Devito,Financial Advisor,LPL Financial LLC Norristown PA 820 Adams Ave,nicholas.devito@lpl.com,,Salesforce
10788785,Inactive Investor,Christian Helleberg,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,christian.helleberg@fidelity.com,,Salesforce
10813144,Inactive Investor,Christopher Kemp,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",christopher.kemp@hantzgroup.com,,Salesforce
11072186,Inactive Investor,Amanda Payne,Financial Advisor,"Ameriprise Financial Services, LLC Alachua FL 14557 NW US Hwy 441",amanda.s.payne@ampf.com,,Salesforce
11143177,Inactive Investor,Zoeb Sachee,,Citigroup Global Markets Inc.,,,Salesforce
10953526,Inactive Investor,Taylor Lauramore,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
349743,,Hoy Grimm,Managing Member,"Leconte Wealth Management, Llc",hoy@lecontewealth.com,865-379-8200,Manual List Upload
10902441,Inactive Investor,Amanda Mounts,Premier Banker,"Wells Fargo Clearing Services, LLC Huntersville NC 16700 Statesville Rd",,,Salesforce
343314,,Robin Van Dessel,,[Unknown],robin.vd@laposte.net,,Organic Search
11035632,Inactive Investor,Michael Sedjo,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",michael.sedjo@nm.com,,Salesforce
186508,,Rick Hollmann,Managing Director,New Edge Wealth,rhollmann@newedgecg.com,,
11093759,Inactive Investor,Erik Friedman,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,esfriedman@ft.newyorklife.com,,Salesforce
11067383,Inactive Investor,David Lindsay,,"Osaic Wealth, Inc. Brookfield CT 355 Federal Rd",,,Salesforce
10834486,Inactive Investor,Shanna Wright,,Commonwealth Financial Network Fort Worth TX 4816 Bryant Irvin Ct,swright@commonwealth.com,,Salesforce
120152,,Anja Luesink,"Financial Planner, Life Planner, President, Regulatory Contact",Luesink Stenstrom Financial,anja@luesinkstenstrom.com,212-405-1609,
11087354,Inactive Investor,Paul Snyder,Vice President - Investments,"Wealth Management Associates, Inc.",psnyder@wealthmanage.net,,Salesforce
11202684,Inactive Investor,Hayden Ong,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,hayden_ong@vanguard.com,,Salesforce
9608679,,yao zhu,,,sophie1009@live.cn,,List import
9646539,,Vinnie Gardiner,,,vinnie@easycrypto.ai,,List import
9568745,,Ralph Hendry,,,rhendry22101@yahoo.com,,List import
11124224,Inactive Investor,Ronald Landelius,,J.P. Morgan Securities LLC Del Mar CA 2770 Via de la Valle,ronald.d.landelius@jpmorgan.com,,Salesforce
10955304,Inactive Investor,Richard Dunsmore,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",,,Salesforce
10758268,Inactive Investor,Daniel Hartford,Financial Advisor,Morgan Stanley Manchester NH 1155 Elm St,daniel.hartford@morganstanley.com,,Salesforce
10802453,Inactive Investor,Denise Ayers,,State Farm VP Management Corp. Kannapolis NC 2201 S Cannon Blvd,,,Salesforce
9546152,,Robert Bazsud,,,ocaziimart@gmail.com,,List import
11169541,Inactive Investor,Freya Cobb,,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",,,Salesforce
11145017,Inactive Investor,Mark Wilson,Chief Compliance Officer;Founder;President,Mile Wealth Management,,,Salesforce
11195478,Inactive Investor,Alejandro Gomez,Chief Investment Officer;Co-Founder;Managing Principal;Member,"Rossmore Private Capital, LLC",agomez@rossmore.com,,Salesforce
11103412,Inactive Investor,Luke Neubauer,,"Osaic Wealth, Inc. Green Bay WI 3000 Riverside Dr",,,Salesforce
10771007,Inactive Investor,Raul Riojas,Financial Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,raul.riojas@citi.com,,Salesforce
11143014,Inactive Investor,Maritza Ramos,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9551593,,David Koch,,,dkoch@brake.com,,List import
11036385,Inactive Investor,Robert Gingras,,"Northwestern Mutual Investment Services, LLC Traverse City MI 534 E Front St",robert.gingras@nm.com,,Salesforce
11091829,Inactive Investor,Michael Keegan,Associate Portfolio Manager;Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,michael.keegan@nb.com,,Salesforce
11091720,Inactive Investor,Rhonda Johnson,,Commonwealth Financial Network San Diego CA 4550 Kearny Villa Rd,rjohnson@cfnmail.com,,Salesforce
10838593,Inactive Investor,Robert Malone,,Cetera Advisor Networks LLC Westminster CO 8774 Yates Dr,,,Salesforce
10829939,Inactive Investor,James Nuzzi,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",james.nuzzi@lfg.com,,Salesforce
10773000,Inactive Investor,Darryl Fenton,Financial Advisor,Edward Jones Cedar Hill TX 110 E Beltline Rd,darryl.fenton@edwardjones.com,,Salesforce
8808784,,Matthew Carroll,,,mattxcarroll@yahoo.com,(201) 683-5271,Web Form Fillout
11174905,Inactive Investor,Scott Mitchell,,"Osaic Wealth, Inc. Bethel CT 6 Berkshire Blvd",,,Salesforce
9546334,,Brad Bustamante,,,bustamantebrad@yahoo.com,,List import
224969,,Robert Sanders,,[Unknown],bsand@prodigy.net,,
10936948,Inactive Investor,Sanjay Dasani,Founder;Portfolio Manager;Principal,Omkara Capital LLC,,,Salesforce
11171132,Inactive Investor,Paresh Kamdar,Wealth Advisor,Merriman,paresh@merriman.com,,Salesforce
208651,,Daniel Weiss,Financial Planning Analyst,"PrairieView Partners, LLC",dan@prairieviewpartners.com,651-300-5249,
10909142,Inactive Investor,Timothy Talbot,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
128338,,Mallory Dinis,,Financial Engines Advisors L.l.c.,mdinis@financialengines.com,(408) 452-4200,
10931035,Inactive Investor,Edsel Anderson,Managing Member,"Trinity Capital Management, LLP Atlanta GA 5256 Peachtree Rd",,,Salesforce
9565864,,Greg Lemon,,,greg@lemon-cpa.com,,List import
11144607,Inactive Investor,Stephanie Bard,,"Osaic Institutions, Inc. Virginia Beach VA 3205 Virginia Beach Blvd",,,Salesforce
10489479,,Gerard Roncinske,"Senior Financial Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jay.roncinske@ml.com,940-297-6932,List Import
1003233,Inactive Investor,Julien Bouteloup,,Stake Capital,julien@stake.capital,,
10988673,Inactive Investor,Joseph Grucella,,Lincoln Investment,jgrucella@lincolninvestment.com,,Salesforce
11201767,Inactive Investor,Alan Krichman,Financial Advisor,LPL Financial LLC West Long Branch NJ 145 Monmouth Rd,alan.krichman@lpl.com,,Salesforce
10997011,Inactive Investor,Brittany Cobb,,"Truist Investment Services, Inc. Anniston AL 111 S Quintard Ave",brittany.cobb@truist.com,,Salesforce
9635205,,Brad Masters,,,bmasters@tiaa-cref.org,,List import
10771647,Inactive Investor,Jennifer Emely,Client Relationship Manager;Paraplanner,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",jennifer.c.emely@ampf.com,,Salesforce
11124053,Inactive Investor,Melanie Waitzer,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
338079,,Mike Larriva,Financial Planner,Perspective Financial Services Llc,mlarriva@moneyaz.com,602-281-4357,Manual List Upload
321807,,Judy Taibi,CEO,"J. Taibi Group, LLC",judy.taibi@sandler.com,,Manual List Upload
9609155,,Brandon Patterson,,,bpp2@outlook.com,,List import
10962063,Inactive Investor,Khaalid Kakande,,"First Command Brokerage Services, Inc. Scarborough ME 306 US Rte 1",kskakande@firstcommand.com,,Salesforce
11172749,Inactive Investor,Patrick Reighter,Financial Advisor,Edward Jones South Bend IN 2410 Edison Rd,patrick.reighter@edwardjones.com,,Salesforce
11160217,Inactive Investor,Bradley Maruyama,,"Allstate Financial Services, LLC Honolulu HI 800 S Beretania St",bmaruyama@allstate.com,,Salesforce
96867,,James Gould,"President, Chief Executive Officer, Chief Financial Officer, Manager, Member",Alesco Advisors Llc,jgould@alescoadvisors.com,585-586-0970,Manual List Upload
332728,,?? ???,,TBD,lixiaoye2000@gmail.com,13042225000,
9587699,,Don Tucker,,,don_tucker@comcast.net,,List import
11170947,Inactive Investor,Joseph Smith,,Wedbush Securities Inc.,joseph.smith@wedbush.com,,Salesforce
10775801,Inactive Investor,Anand Marathe,,Evercore Group L.L.C.,anand.marathe@evercore.com,,Salesforce
10793189,Inactive Investor,Mark Skirbe,Executive Director,J.P. Morgan Securities LLC Paramus NJ 36 E Midland Ave,mark.skirbe@jpmorgan.com,,Salesforce
11212410,Inactive Investor,James Steck,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,james.p.steck@jpmorgan.com,,Salesforce
10988911,Inactive Investor,Kaitlyn Leblanc,,Cetera Investment Services LLC Fairhope AL 504 Fairhope Ave,,,Salesforce
11062841,Inactive Investor,Patrick Neukom,,"Raymond James Financial Services, Inc. Monument CO 430 Beacon Lite Rd",patrick.neukom@raymondjames.com,,Salesforce
332316,,Kelley Lane,,[Unknown],chosenspiritual1@gmail.comkelley,,
10983848,Inactive Investor,William Anders,,"Allstate Financial Services, LLC Easley SC 1097 S Pendleton St",williamanders@allstate.com,,Salesforce
10865857,Inactive Investor,Fabian Linares,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11173349,Inactive Investor,John Snodgrass,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",john_snodgrass@ml.com,,Salesforce
10875083,Inactive Investor,Steven Bunt,Financial Advisor,Edward Jones Alamogordo NM 2001 10th St,steven.bunt@edwardjones.com,,Salesforce
11034333,Inactive Investor,Garett Buss,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",garett.buss@schwab.com,,Salesforce
11036337,Inactive Investor,Ji Ping Rong,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,jrong@ft.newyorklife.com,,Salesforce
11073600,Inactive Investor,Dean Trindle,Financial Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Cincinnati OH 221 E 4th St,dean.trindle@morganstanley.com,,Salesforce
10865276,Inactive Investor,Teresa Zoda,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11118190,Inactive Investor,Randall Cheadle,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,rbcheadle@ft.newyorklife.com,,Salesforce
10893123,Inactive Investor,Clark Evans,Group Manager;Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,c.evans@fi.com,,Salesforce
11204939,Inactive Investor,John Shoemaker,Team Manager,Morgan Stanley,,,Salesforce
224475,,Steven Gustafson,,[Unknown],darbster@comcast.net,,source
11230043,Inactive Investor,Michael Shoenberger,,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",,,Salesforce
9564408,,qi z,,,iiitokyo@gmail.com,,List import
11036840,Inactive Investor,Sergio Garcia,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,,,Salesforce
9587355,,Sheri Christensen,,,sheric@greenewealthmgmt.com,,List import
10832623,Inactive Investor,Samuel Zaretsky,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,samuel.zaretsky@fmr.com,,Salesforce
10486499,,Kyle Hogue,,"MML Investors Services, LLC",kylehogue@financialguide.com,,List Import
11107090,Inactive Investor,Kyle Segelle,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",kyle.m.segelle@ampf.com,,Salesforce
11047418,Inactive Investor,Michael Weckenman,Financial Advisor,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,mweckenman@janney.com,,Salesforce
11020206,Inactive Investor,Zachary Gil,Financial Professional,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",zachary.gil@equitable.com,,Salesforce
373787,,Daniel Pike,,[Unknown],dpike@cnbpcpas.com,,source
10793226,Inactive Investor,John Cornell,,"J.W. Cole Financial, Inc. Gainesville FL 5200 W Newberry Rd",,,Salesforce
11102440,Inactive Investor,Joseph Meyer,Data Analyst;Financial Representative,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9618811,,Leon Black,,,lblack@apollolp.com,,List import
11257487,Inactive Investor,Simon Smundak,,LNW,ssmundak@lnwadvisors.com,415-399-9159,Salesforce
11138118,Inactive Investor,Raoul Hosein,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,raoul.hosein@fidelity.com,,Salesforce
10940740,Inactive Investor,Joseph Samaniego,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
11078420,Inactive Investor,Nathan Amann,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nathan_amann@vanguard.com,,Salesforce
10890638,Inactive Investor,John Nelson,Financial Advisor,Edward Jones Roanoke IN 110 W 2nd St,john.r.nelson@edwardjones.com,,Salesforce
11103769,Inactive Investor,James Koltes,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Washington DC 1501 K St NW,james.koltes@ubs.com,,Salesforce
11172890,Inactive Investor,Eric Lee,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey Park CA 300 N Atlantic Blvd",eric.lee3@ml.com,,Salesforce
10883954,Inactive Investor,Rock Henderson,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",rock.henderson@schwab.com,,Salesforce
9637028,,Terrance Maxwell,,,tmaxwell@greenhousefunds.com,,List import
10961149,Inactive Investor,Brian Barry,,"Allstate Financial Services, LLC Omaha NE 13311 Millard Ave",brian.barry@allstate.com,,Salesforce
10812853,Inactive Investor,Valarie Jensen,Associate Director,UBS Financial Services Inc. Indian Wells CA 75280 US Hwy 111,valarie.jensen@ubs.com,,Salesforce
204199,,Daniel Kanter,"Investment Manager, Partner, President, Regulatory Contact","Siena Capital Partners GP, LLC",dan@sienacapital.net,312-559-1850,
9589042,,Jeffrey Cochiolo,,,junkspamphishing@gmail.com,,List import
10913979,Inactive Investor,Charles Barnes,Chief Compliance Officer;Financial Advisor;Senior Vice President,"Merryfield Barnes, LLC",,,Salesforce
239290,,Raul Salgado,,[Unknown],salgado.raul@gmail.com,,source
10859111,Inactive Investor,Daniel Zebrowski,,Sigma Financial Corporation Fruitland Park FL 406 S Dixie Ave,,,Salesforce
10895100,Inactive Investor,Louise Wager,,BNY Mellon Securities Corporation Boston MA 201 Washington St,wager.l@dreyfus.com,,Salesforce
351147,,Nathaniel Andre,Client Relations Manager,"Prestige Wealth Management Group, Llc",candre@prestigewmg.com,908-782-0001,Manual List Upload
10789312,Inactive Investor,Teresa Scicchitano,,NYLIFE Securities LLC Schenectady NY Private Residence,tscicchitano@ft.newyorklife.com,,Salesforce
10832174,Inactive Investor,Stephen Niles,,"Raymond James Financial Services, Inc. Doylestown PA 875 N Easton Rd",stephen.niles@raymondjames.com,,Salesforce
10890613,Inactive Investor,Seth Brewer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington Beach CA 18691 Main St",seth.brewer@ml.com,,Salesforce
10986464,Inactive Investor,Alice Thukalil,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,athukalil@primerica.com,,Salesforce
10976609,Inactive Investor,Hunter Shull,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10756737,Inactive Investor,Anthony Hoff,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",anthony.hoff@ml.com,,Salesforce
9570921,,James Powell,,,jwpowell@ftbadvisors.com,,List import
11074325,Inactive Investor,Noha Schulze,Wealth Advisor,"SeaCrest Wealth Management, LLC Walnut Creek CA Private Residence",nschulze@seacrestwm.com,,Salesforce
11174420,Inactive Investor,Christopher Twining,,"Charles Schwab & Co., Inc. Fort Myers FL 12580 University Dr",christopher.twining@schwab.com,,Salesforce
11145913,Inactive Investor,Robert Barton,,Momentum Independent Network Inc. Coppell TX 521 Wales Ct,barry.barton@hilltopnetwork.com,,Salesforce
10799285,Inactive Investor,Michelle Prok,Financial Advisor,LPL Financial LLC Rochester NY 200 Park Point Dr,michelle.prok@lpl.com,,Salesforce
11026199,Inactive Investor,Kenneth Willins,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,kenneth.willins@primerica.com,,Salesforce
60053,,Brian Mcnally,President,Affiliated Private Investors Llc,bmcnally@apillc.net,561-318-8710,Manual List Upload
9627007,,Bernardine Bruggen,,,bernardine@evolve-media.com,,List import
9540350,,Zach Greenberg,,,zgreenberg@zomalab.com,,List Import
10942071,Inactive Investor,Jodi McCloskey,,LPL Financial LLC Wayne PA 1200 Liberty Ridge Dr,jodi.mccloskey@lpl.com,,Salesforce
11009310,Inactive Investor,Austin Brookshire,,PFS Investments Inc.,abrookshire@primerica.com,,Salesforce
11022175,Inactive Investor,Daniel Duren,Financial Representative,"Osaic Wealth, Inc. Lincoln NE 3341 Pioneers Blvd",,,Salesforce
11017108,Inactive Investor,George Chacko,Shareholder,"Convexity Wealth Management, LLC",,,Salesforce
11077811,Inactive Investor,Grant Wetterau,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",grant.wetterau@ml.com,,Salesforce
10835327,Inactive Investor,Laurie Braulick,Investment Advisor Representative,"Calton & Associates, Inc. New Ulm MN 1 S Minnesota St",lbraulick@calton.com,,Salesforce
10939686,Inactive Investor,Sheng-Chieh Peng,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11170475,Inactive Investor,Ryan O'Malley,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,,,Salesforce
11037956,Inactive Investor,Cory Currie,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,ccurrie@primerica.com,,Salesforce
11211683,Inactive Investor,An Wu,,"Pruco Securities, LLC. New York NY 433 Broadway",anqi.wu@prudential.com,,Salesforce
11022753,Inactive Investor,John Moroney,Financial Advisor,Edward Jones Silverdale WA 2416 NW Myhre Rd,john.moroney@edwardjones.com,,Salesforce
10897632,Inactive Investor,Landon Marshall,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
231148,, -,,[[Unknown]],billyseiferth@yahoo.com,,Initial Salesforce Import
11180731,Inactive Investor,John Miller,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,j.j.miller@ubs.com,,Salesforce
10813915,Inactive Investor,William Chrabot,,"Cambridge Investment Research, Inc. Ponte Vedra Beach FL 224 Ponte Vedra Park Dr",,,Salesforce
43926,,Michael Pedlow,"Chief Compliance Officer, Senior Vice President","Kestra Advisory Services, LLC",mike.pedlow@kestrafinancial.com,737-443-2800,
11157524,Inactive Investor,James Cecchini,,Lincoln Investment Lehi UT Private Residence,jcecchini@lincolninvestment.com,,Salesforce
9577618,,Lawrence Freiberg,,,lawrence@oeop.live,,List import
10863895,Inactive Investor,James Miller,,"The Investment Center, Inc. Kenilworth NJ 44 S 21st St",jmiller@investmentctr.com,,Salesforce
10858323,Inactive Investor,David Schnall,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",david.schnall@wfafinet.com,,Salesforce
10767167,Inactive Investor,David Bail,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Oakland CA 1999 Harrison St,david.bail@morganstanley.com,,Salesforce
11037343,Inactive Investor,Irhad Pekmez,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9609703,,herod nerf,,,toyabe7681@iconmle.com,,List import
11203072,Inactive Investor,Allen Oakley,Financial Advisor,SageSpring Wealth Partners,allen.oakley@sagespring.com,,Salesforce
10813500,Inactive Investor,Laura Kramer,Senior Registered Associate,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,laura.kramer@morganstanley.com,,Salesforce
10802671,Inactive Investor,Jennifer Hall,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",jhall22@ml.com,,Salesforce
11068585,Inactive Investor,Andrew Burns,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",andrew.d.burns@ml.com,,Salesforce
10820156,Inactive Investor,Denman Smith,,Momentum Independent Network Inc. Austin TX 11782 Jollyville Rd,dsmith@hilltopnetwork.com,,Salesforce
180603,,Danny Doran,,[Unknown],danny_doran@icloud.com,,
10487368,,Cory Dowell,"Financial Advisor, Managing Director, Managing Director - Wealth Management, Private Wealth Advisor",UBS Financial Services Inc.,cory.dowell@ubs.com,,List Import
10791828,Inactive Investor,James Dowell,Financial Advisor,Edward Jones Crockett TX 720 E Loop 304,jim.dowell@edwardjones.com,,Salesforce
11152034,Inactive Investor,Renee Raver,Wealth Management Associate,Morgan Stanley Los Angeles CA 444 S Flower St,renee.chow@morganstanley.com,,Salesforce
10955965,Inactive Investor,Farris Moore,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9547008,,Eric Newby,,,enewby@bpadvisors.com,,List import
10997429,Inactive Investor,Marie Cane,,"VALIC Financial Advisors, Inc.",marie.cane@valic.com,,Salesforce
237894,, -,,[[Unknown]],cramerruss@gmail.com,,Paid Search
10932465,Inactive Investor,Lauren Smith,Vice President,"Equitable Advisors, LLC Portland OR 121 SW Morrison St",lauren.smith@equitable.com,,Salesforce
10834654,Inactive Investor,Megan Gaskamp,,LPL Financial LLC Kingwood TX 2627 Chestnut Ridge Dr,megan.gaskamp@lpl.com,,Salesforce
10942216,Inactive Investor,Emili Robinault,,"First Command Brokerage Services, Inc.",eescamilla@firstcommand.com,,Salesforce
9586432,,Wan Yang,,,wan.yang@transamerica.com,,List import
9560759,,Terry Healy,,,terry.healy@mail.com,,List import
10826274,Inactive Investor,Kerensa Montes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 20 E Broad St",,,Salesforce
9581546,,snow shen,,,semiokshen@gmail.com,,List import
372125,,Lou Urey,,China,ureylou@gmail.com,,Salesforce
11178654,Inactive Investor,Dale Puntel,,MWA Financial Services Inc. Orlando FL 1715 Oakmont Ln,dale.puntel@mwarep.org,,Salesforce
8480888,,Brent Glogau,Financial Advisor,Edward Jones,brent.glogau@edwardjones.com,5039811798,List Import
11170204,Inactive Investor,Samantha Usher,Registered Associate;Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,samantha.usher@morganstanley.com,,Salesforce
11139444,Inactive Investor,Rajiv Paliwal,Financial Advisor,"Ameriprise Financial Services, LLC Claremont CA 250 W 1st St",rajiv.x.paliwal@ampf.com,,Salesforce
11108666,Inactive Investor,David Loughlin,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,david.loughlin@fidelity.com,,Salesforce
43039,,Marshall Moua,Registered Assistant,The AmeriFlex Group,marshall.moua@ameriflex.com,702-987-9735,
11110509,Inactive Investor,Jose Olguin,,State Farm VP Management Corp. Long Beach CA 4464 California Pl,jose.olguin.f88l@statefarm.com,,Salesforce
10949969,Inactive Investor,Nichole Martin,Financial Associate,Thrivent Investment Management Inc. Tomah WI 1021 Superior Ave,nikki.m.martin@thrivent.com,,Salesforce
209416,,Peter Bryans,"Investment Analyst, Senior Investment Analyst","MCF Advisors, LLC",pbryans@mcfadvisors.com,859-392-1372,
11254711,Inactive Investor,Samuel Freedberg,,"Robinhood Financial, LLC",,,Salesforce
10915455,Inactive Investor,David Eisner,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",deisner@financialguide.com,,Salesforce
10754426,Inactive Investor,Robert Tighe,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",robert.tighe@equitable.com,,Salesforce
10836242,Inactive Investor,Michael Kearns,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",mike.kearns@nm.com,,Salesforce
10859472,Inactive Investor,Michael Barker,Associate Vice President,"Raymond James & Associates, Inc. Evansville IN 7501 Eagle Crest Blvd",mike.barkerii@raymondjames.com,,Salesforce
9612955,,Brandon Mulroe,,,brandon.mulroe@nb.com,,List import
10958949,Inactive Investor,Anthony Viducic,,"City National Securities, Inc. New York NY 400 Park Ave",anthony.viducic@cnb.com,,Salesforce
11205407,Inactive Investor,Matthew Galpert,Financial Advisor;First Vice President;Investment Officer;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",matt.galpert@wellsfargoadvisors.com,,Salesforce
9600420,,Sarah Olson,,,sarah@iscfinancialadvisors.com,,List import
11136752,Inactive Investor,John McPherson,,"Avantax Investment Services, Inc. Denham Springs LA Private Residence",,,Salesforce
9570376,,tinekke Larson,,,awesomehit@yahoo.com,,List import
240576,,Pat Hanratty,"Managing Director, Managing Member","Capital Advisors, Ltd., LLC",phanratty@capitaladvisorsltd.com,,Event
10850112,Inactive Investor,Roger Cowen,,"SGL Financial, LLC West Hartford CT 433 S Main St",,,Salesforce
10851892,Inactive Investor,Heather Karcz,,"Raymond James Financial Services, Inc. Green Bay WI 1277 W Mason St",heather.karcz@raymondjames.com,,Salesforce
11128912,Inactive Investor,April Franks,,"Raymond James Financial Services, Inc. Gastonia NC 615 S New Hope Rd",april.mcnair@raymondjames.com,,Salesforce
10906195,Inactive Investor,Sandy Perez,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,sandy.perez@primerica.com,,Salesforce
10611617,,David Sullivan,"Senior Vice President - Wealth Management, Wealth Advisor",,d.sullivan@ubs.com,,List Import
11242388,,Muhammad firmansyah Firman,,,msyh3231108@gmail.com,,Web Form Fillout
11117831,Inactive Investor,Joseph Gehlen,,State Farm VP Management Corp. Minneapolis MN 17610 19th Ave N,,,Salesforce
339939,,Stephen Philipson,Director,"U.s. Bancorp Investments, Inc.",stephen.philipson@usbank.com,800-888-4700,Manual List Upload
11050628,Inactive Investor,Michelle Koss,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,michelle.koss@ceterainvestors.com,,Salesforce
351235,,Eric Lane,Vice President,Jlc Infrastructure,elane@jlcinfra.com,212-701-8715,Manual List Upload
9541153,,Matthew Emmanuel,,,noxxunit@gmail.com,,List import
11063143,Inactive Investor,Erik Nero,Chief Compliance Officer;Founder;President,First Step Wealth Planning Wilton NY 96 Cobble Hill Dr,,,Salesforce
228488,, -,,[[Unknown]],patrickflynnj@gmail.com,,
11120329,Inactive Investor,Russell Fahlgren,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,russell.fahlgren@jpmorgan.com,,Salesforce
10931024,Inactive Investor,Michael Freeman,,"Truist Investment Services, Inc. Charlotte NC 6869 Fairview Rd",michael.freeman@truist.com,,Salesforce
11029690,Inactive Investor,Henry Deharde,Division Leader,PFS Investments Inc. Mandeville LA 225 W Causeway Approach,henry.deharde@primerica.com,,Salesforce
10812985,Inactive Investor,Ramon Bowers,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 800 Bering Dr",scott.bowers@ampf.com,,Salesforce
11054423,Inactive Investor,Brian Weisberger,Senior Investment Analyst,Bloom Advisors,brian@bloomassetmanagement.com,,Salesforce
9592673,,Rusty Vanneman,,,rusty@orion.com,,List import
10983641,Inactive Investor,Jessica Decker,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,jessica.decker@jpmorgan.com,,Salesforce
9554768,,Luisa Pandolfi,,,luisa@peak-financial.com,,List import
11096450,Inactive Investor,Joanne Brodt,,PFS Investments Inc. Orefield PA 2909 Rte 100,joanne.brodt@primerica.com,,Salesforce
10971168,Inactive Investor,Brian Hand,,"Empower Financial Services, Inc",brian.hand@empower.com,,Salesforce
10844959,Inactive Investor,David Wilcox,,Brookstone Capital Management LLC Palm Beach Gardens FL 100 Village Square Xing,dwilcox@brookstoneadvisor.com,,Salesforce
110856,,Patrick Guo,,Citadel Securities,patrickguo97@gmail.com,505-366-9919,
9560568,,Dustin Koufman,,,dkoufman@ftbadvisors.com,,List import
11143339,Inactive Investor,Albert Smith,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",al_smith@ml.com,,Salesforce
11142643,Inactive Investor,Slavek Laskowski,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",slavek.laskowski@equitable.com,,Salesforce
10848773,Inactive Investor,Daniel Luber,Investment Advisor Representative,LPL Financial LLC Winter Park FL Private Residence,daniel.luber@lpl.com,,Salesforce
11039397,Inactive Investor,Angela Reiersonlapensky,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",angela.reierson@wellsfargo.com,,Salesforce
11017370,Inactive Investor,Joseph Charles Holguin,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,jholguin.3vwxa@primerica.com,,Salesforce
9580689,,Jing Struve,,,jing555@yahoo.com,,List import
11095689,Inactive Investor,Alan Cohn,Chief Financial Officer;Chief Investment Officer;Co-Founder;Co-President;Director;Regulatory Contact,Sage Financial Group Inc.,acohn@sagefinancial.com,,Salesforce
146375,,Michael Kington,,[Unknown],mikekington@yahoo.com,,
11015262,Inactive Investor,Ferdinand De Guzman,,NYLIFE Securities LLC Stockton CA Private Residence,fsdeguzman01@ft.newyorklife.com,,Salesforce
10983749,Inactive Investor,Shannon Libby,,Country Capital Management Company Naperville IL 2132 Deep Water Ln,shannon.libby@countryfinancial.com,,Salesforce
11121270,Inactive Investor,David Dewitt,,LPL Financial LLC Sarasota FL Private Residence,david.dewitt@lpl.com,,Salesforce
10901407,Inactive Investor,Sergey Kuznetsov,Financial Consultant,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",sergey.kuznetsov@equitable.com,,Salesforce
10195,,Pete Finelli,Partner,Riva Ridge,pfinelli@rivalp.com,9174592893,
10613573,,Christopher Palmieri,"Financial Advisor, Senior Vice President - Wealth Management",,chris.palmieri@ubs.com,,List Import
11014403,Inactive Investor,Duy Vo,,"J.W. Cole Financial, Inc. Lancaster PA 108 Foxshire Dr",,,Salesforce
10786859,Inactive Investor,Scott Bauer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,scott.bauer@fidelity.com,,Salesforce
9640763,,Will Schumacher,,,wcschumacher@msn.com,,List import
11072297,Inactive Investor,Jorge Etinger,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,jorge.etinger@opco.com,,Salesforce
9609894,,Kevin Donahue,,,kevinmckaydonahue@gmail.com,,List import
11197064,Inactive Investor,Douglas Jones,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",douglas.j.jones@ml.com,,Salesforce
11005216,Inactive Investor,Elizabeth Mitchell,Private Client Manager;Senior Associate;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",elizabeth.g.mitchell@bofa.com,,Salesforce
11046047,Inactive Investor,Jaci Hoven,Registered Client Service Associate,"Raymond James & Associates, Inc. Asheville NC 60 N Market St",jaci.hoven@raymondjames.com,,Salesforce
10949261,Inactive Investor,Grace Lodge,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,grace_lodge@vanguard.com,,Salesforce
11143395,Inactive Investor,Lynn McKelvey,Chief Compliance Officer;Financial Advisor;Founder;Principal,"McKelvey Wealth Management, LLC",lynn@mckelveywm.com,,Salesforce
11068060,Inactive Investor,Angela Tobeck,,"Wells Fargo Advisors Financial Network, LLC Grand Rapids MN 816 S Pokegama Ave",angela.m.tobeck@wellsfargo.com,,Salesforce
9633190,,Ed Schiller,,,eddyschiller@icloud.com,,List import
9554847,,harshwardhan singhvi,,,harshsinghvi99@gmail.com,,List import
10958299,Inactive Investor,Richard Thibeault,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11030359,Inactive Investor,Craig Avenevoli,Financial Advisor,Edward Jones Saint Louis MO 9028 Manchester Rd,craig.avenevoli@edwardjones.com,,Salesforce
10783436,Inactive Investor,Samantha Lee,Senior Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,samantha1.lee@citi.com,,Salesforce
10767357,Inactive Investor,Maria Soria,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",maria.f.soria@ml.com,,Salesforce
9570524,,Thomas Holding,,,thomas.holding@lfg.com,,List import
11018914,Inactive Investor,Jaxon Althaus,,"Northwestern Mutual Investment Services, LLC Columbia MO 3610 Buttonwood Dr",jaxon.althaus@nm.com,,Salesforce
11101843,Inactive Investor,Martin Melnik,,J.P. Morgan Securities LLC Katy TX 400 S Mason Rd,martin.melnik@jpmorgan.com,,Salesforce
9609015,,David Thrash,,,dthrash@tac-one.com,,List import
9611925,,Matthew Rubin,,,mrubin@matrixpcg.com,,List import
10864946,Inactive Investor,Dorothy Fowler,Managing Member,"Investment Strategies, L.L.C.",,,Salesforce
10850019,Inactive Investor,John Reger,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",john.reger@ampf.com,,Salesforce
222398,,Sofian Faiz,,[Unknown],sofian373faiz@gmail.com,,Direct
10950034,Inactive Investor,Mark Kissinger,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,mkissinger@ft.newyorklife.com,,Salesforce
10459625,,Oceane Pauwels,,,pauwelsoceane130@gmail.com,,Web Form Fillout
9626749,,Joon Soo Park,,,misterfree@naver.com,,List import
10926574,Inactive Investor,Sergio Victores,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,sergio.victores@fmr.com,,Salesforce
10845293,Inactive Investor,Scott Suomela,Financial Advisor,Edward Jones Berkley MI 2737 12 Mile Rd,scott.suomela@edwardjones.com,,Salesforce
10658460,,Victor Quezada,,,vquezada.te846@primerica.com,,List Import
10764592,Inactive Investor,Steven Sherman,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",,,Salesforce
11200909,Inactive Investor,Kathryn Duclo,,Cetera Advisor Networks LLC Murphys CA 466 Main St,,,Salesforce
10995135,Inactive Investor,Nicole Lange,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11192387,Inactive Investor,Larry Dudkiewicz,,"Allstate Financial Services, LLC Miami FL 1612 NE 205th Ter",ldudkiewicz@allstate.com,,Salesforce
10811030,Inactive Investor,David Bier,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",david_bier@ml.com,,Salesforce
9551405,,constance walker,,,cwmcmullan@aol.com,,List import
245979,,Not Provided,Senior Adviser,CoinRegTech LLC,pjmccart@gmail.com,,Manual List Upload
9633317,,Filippo Zanella,,,iva.filippo.zanella@gmail.com,,List import
11038100,Inactive Investor,Patrick Murphy,,Commonwealth Financial Network Wheaton IL 310 S Hale St,pmurphy@commonwealth.com,,Salesforce
10782360,Inactive Investor,William Stroope,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,william.a.stroope@jpmorgan.com,,Salesforce
11151913,Inactive Investor,Reed Romo,,Cetera Advisor Networks LLC San Diego CA 5075 Shoreham Pl,,,Salesforce
11030960,Inactive Investor,Cristal Ruiz,,Deutsche Bank Securities Inc.,cristal@deutschewealth.com,,Salesforce
10838007,Inactive Investor,Kristen Mervine,,LPL Financial LLC Berwyn PA 1055 Westlakes Dr,,,Salesforce
11064109,Inactive Investor,Michael Evans,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10763500,Inactive Investor,Anthony Mancuso,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Batavia NY 113 Main St",anthony.v.mancuso@ampf.com,,Salesforce
10811037,Inactive Investor,Subeer Manhas,Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,subeer.manhas@ubs.com,,Salesforce
10991882,Inactive Investor,Bryant Woods,,PFS Investments Inc. Cranberry Township PA 319 Thomson Park Dr,bryantedgarwoods@primerica.com,,Salesforce
11238932,Inactive Investor,david lucas,,Griffin Capital Company,dlucas@griffincapital.com,,Salesforce
10874145,Inactive Investor,Robert Turner,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 655 Metro Pl S",andy.turner@wfafinet.com,,Salesforce
10645299,,Moyo Mamora,,,mmamora@lincolninternational.com,,List Import
202332,,William Miller,,[Unknown],williamchristianmiller@gmail.com,,
9552983,,Andrea Bishop,,,andrea.bishop@suntrust.com,,List import
229928,, -,,[[Unknown]],raetown57@gmail.com,,
11031423,Inactive Investor,Richard Baldwin,,J.P. Morgan Securities LLC Albuquerque NM 11004 Montgomery Blvd NE,richard.baldwin@jpmorgan.com,,Salesforce
10966767,Inactive Investor,Fred Leano,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",fred.leano@ml.com,,Salesforce
11129245,Inactive Investor,Tony Schmitz,,"Farmers Financial Solutions, LLC Omaha NE 2726 S 148th Avenue Cir",tschmitz@farmersagent.com,,Salesforce
10997900,Inactive Investor,Benjamin Kleinschmidt,Financial Professional,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11149865,Inactive Investor,Christopher Lantero,Investment Analyst,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
349995,,Michael Bergin,,"National Asset Management, Inc.",mbergin@nationalsecurities.com,732-741-8959,
11010143,Inactive Investor,Robert Morgan,,"Avantax Investment Services, Inc. Galax VA 29 Melrose Ln",,,Salesforce
6663230,,Abdulqadeer Khan,,,kabdulqadeer898@gmail.com,,Web Form Fillout
10921411,Inactive Investor,Nicholas Durso,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",nicholas.durso@rbc.com,,Salesforce
10858651,Inactive Investor,James Mcginnis,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",james.mcginnis@53.com,,Salesforce
10908247,Inactive Investor,Sean Pendrak,Financial Advisor,LPL Financial LLC Halifax PA 3703 Peters Mountain Rd,sean.pendrak@lpl.com,,Salesforce
2133529,,Himanshu Kumarr,,,himanshukumarkpn@gmail.com,,
11169678,Inactive Investor,Mitchell Melan,Financial Advisor,Lincoln Investment Atlanta GA 1720 Old Spring House Ln,mmelan@lincolninvestment.com,,Salesforce
10864397,Inactive Investor,Emily Swift-Wise,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11134903,Inactive Investor,Laura Lueken,Retirement Benefits Consultant;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",laura.lueken@ml.com,,Salesforce
11213051,Inactive Investor,Sharon Lee Zumstein,,"Empower Financial Services, Inc Manitowoc WI Private Residence",sharon.lee-zumstein@empower.com,,Salesforce
10962884,Inactive Investor,Clara Humphrey,,"HighTower Securities, LLC New York NY 1 Bryant Park",chumphrey@hightoweradvisors.com,,Salesforce
10933034,Inactive Investor,Michael Difabio,Financial Advisor,Edward Jones Latham NY 596 New Loudon Rd,mike.difabio@edwardjones.com,,Salesforce
188394,,Joseph Scocca,Member,Gsg Advisors Llc,jscocca@gsgadvisors.com,856-234-9595,Manual List Upload
11194495,Inactive Investor,Patrick Casserly,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10907870,Inactive Investor,Geoffrey Cohn,,Cetera Advisor Networks LLC Martinsville NJ 792 Chimney Rock Rd,,,Salesforce
10821491,Inactive Investor,Gary Noveck,,Stonex Securities Inc. Largo FL 13964 106th Ave,gary.noveck@saswealth.com,,Salesforce
10940335,Inactive Investor,Daniel House,,"Equity Services, Inc.",dhouse@nationallife.com,,Salesforce
10781961,Inactive Investor,Paul Atala,Director,Citigroup Global Markets Inc. New York NY 1330 1st Ave,paul.atala@citi.com,,Salesforce
10878903,Inactive Investor,Pradeep Kaur,,J.P. Morgan Securities LLC Hicksville NY 249 N Broadway,pradeep.kaur@jpmorgan.com,,Salesforce
10778893,Inactive Investor,Rodney Connell,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",rodney.connell@wellsfargoadvisors.com,,Salesforce
10895002,Inactive Investor,Alexandra Cowan,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,acowan@pksinvest.com,,Salesforce
10965925,Inactive Investor,Samuel Kirshenbaum,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10945616,Inactive Investor,Cole Streicher,,Fidelity Brokerage Services LLC,cole.streicher@fmr.com,,Salesforce
10914648,Inactive Investor,Michael Basile,,Country Capital Management Company Chicago IL 5757 N Lincoln Ave,michael.basile@countryfinancial.com,,Salesforce
9630708,,Taumang Talane,,,tjtalane@gmail.com,,List import
11207955,Inactive Investor,Jason Rebbe,,"Raymond James Financial Services, Inc. Franklin VA 343 N College Dr",jason.rebbe@raymondjames.com,,Salesforce
11010716,Inactive Investor,Alita Ameneyro,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
29238,,Marten Gravenstein,,United States,martengravenstein4@gmail.com,,source
9580265,,Tim Cornelius,,,timcornelius@financialguide.com,,List import
9612942,,Luke Browne,,,luke.browne@ubs.com,,List import
10874416,Inactive Investor,Jina Penn-Tracy,,"Vanderbilt Securities, LLC Minneapolis MN 4353 Upton Ave S",,,Salesforce
11036036,Inactive Investor,Xiaozhou Zheng,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",joanna.zheng@prudential.com,,Salesforce
11100059,Inactive Investor,Tyler Rice,,Thrivent Investment Management Inc. Fargo ND 3575 45th St S,tyler.rice@thrivent.com,,Salesforce
11187572,Inactive Investor,Abigail Rycraw,,"Raymond James Financial Services, Inc. Fayetteville AR 4426 N Waterside Ct",abigail.rycraw@raymondjames.com,,Salesforce
145868,,Diego Gonzalez,,[Unknown],dhgm2202@gmail.com,,Paid Social
11122177,Inactive Investor,Amber Suhas,,Edward Jones Kailua HI 970 N Kalaheo Ave,amber.suhas@edwardjones.com,,Salesforce
10978659,Inactive Investor,Shane Toner,Investment Services Representative,"UMB Financial Services, Inc.",,,Salesforce
11050014,Inactive Investor,Chris Peyton,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
11059424,Inactive Investor,Jay Rosenberg,Chief Investment Officer;Principal,Arrival Capital Management LLC,,,Salesforce
9609211,,Xu Li,,,67875573@qq.com,,List import
10800849,Inactive Investor,James Chiate,Financial Advisor;Managing Director - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,james.chiate@ubs.com,,Salesforce
10979278,Inactive Investor,Nicholas Mango,Senior Financial Analyst,Condor Capital Wealth Management,,,Salesforce
11144023,Inactive Investor,Matthew Shaw,,"J.W. Cole Financial, Inc. Doylestown PA 18 N Main St",,,Salesforce
10851408,Inactive Investor,John McNeal,Financial Advisor,LPL Financial LLC Franklinton LA 824 Main St,mike.mcneal@lpl.com,,Salesforce
10840663,Inactive Investor,Sonia Wasniak-Bohn,Financial Advisor,Nicolet Wealth Management,swasniakbohn@nicoletwealth.com,,Salesforce
72812,,Christopher Roberts,,Fisher Investments Plano TX 6504 International Pkwy,c.roberts@fi.com,,
10819119,Inactive Investor,Daniel Roddy,Financial Advisor,Edward Jones Boynton Beach FL 1014 Gateway Blvd,daniel.roddy@edwardjones.com,,Salesforce
9603922,,RANDY SONG,,,randy@abra.com,,List import
10558364,,Gaetan Champain,,,gaetan.champain@gmail.com,,Web Form Fillout
11164400,Inactive Investor,Don Cunningham,,"Farmers Financial Solutions, LLC Oklahoma City OK 5585 NW Expy",,,Salesforce
10969772,Inactive Investor,Kristin Johnson,,"Raymond James & Associates, Inc.",kristin.johnson@raymondjames.com,,Salesforce
10822838,Inactive Investor,Brittany Sudtelgte,Wealth Strategy Associate,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,brittany.sudtelgte@ubs.com,,Salesforce
10889659,Inactive Investor,Chung Yan Lo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
10494447,,Joshua Womack,"Investment Manager, Principal",Womack Financial LLC,josh@womackfinancial.com,,List import
10955806,Inactive Investor,Kimberly Elkins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9571216,,Luke Peeples,,,lukepeeples@gmail.com,,List import
10977810,Inactive Investor,John Sloan,,B. C. Ziegler and Company Nashville TN 150 3rd Ave S,jsloan@ziegler.com,,Salesforce
243679,,Shardea Ages,Chief Compliance Officer,Collective Wealth Partners,shardea@collectivewealthpartners.com,404 6920256,Manual List Upload
11047784,Inactive Investor,John Elsey,,State Farm VP Management Corp. Rockwall TX 1213 N Goliad St,,,Salesforce
11161421,Inactive Investor,Christopher Greeke,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,christopher.greeke@fidelity.com,,Salesforce
9573125,,Mark Malcein,,,mmalcein@gwnsecurities.com,,List import
11004396,Inactive Investor,Christopher Begbie,Director - Business Development,"Good Life Advisors, LLC Riverside IL Private Residence",christopher.begbie@goodlifefa.com,,Salesforce
9554650,,Brian Colubiale,,,bcolubiale@cantella.com,,List import
9566756,,David Ramirez,,,dramirez@massmutual.com,,List import
11183671,Inactive Investor,Nicholas Gober,Agent,"Horace Mann Investors, Inc. Peoria IL 7501 N University St",nicholas.gober@horacemann.com,,Salesforce
11026277,Inactive Investor,Michael Heiser,Senior Wealth Strategy Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,michael.heiser@ubs.com,,Salesforce
9640052,,Arne Riscassi,,,arne.riscassi@bpm.it,,List import
11174758,Inactive Investor,Paul Murry,Financial Advisor,Edward Jones Chippewa Falls WI 16855 County Hwy X,paul.murry@edwardjones.com,,Salesforce
230346,, -,,[[Unknown]],djbarra8@gmail.com,,
10830550,Inactive Investor,Peter Martin,Senior Wealth Manager,Mayflower Advisors,peter.martin@mayfloweradvisors.com,,Salesforce
346231,,Sarah Kelly,"Director Of Risk Management, General Counsel",Boston Trust Walden Inc.,skelly@bostontrust.com,617-726-7250,Manual List Upload
9608449,,Geneva Perez,,,perezgeneva3@gmail.com,,List import
10645827,,Bojana Dimcheska,,,dimcheska.bojana@chase.com,,List Import
10851937,Inactive Investor,Michael Niederer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,michael.niederer@fidelity.com,,Salesforce
10772019,Inactive Investor,John Olson,,Commonwealth Financial Network Andover MA 40 Shattuck Rd,jolson@cfnmail.com,,Salesforce
10798000,Inactive Investor,Todd Olson,,LPL Financial LLC Fargo ND 500 2nd Ave N,todd.olson@lpl.com,,Salesforce
11151010,Inactive Investor,Mackenzie Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10849496,Inactive Investor,Matthew Niederbaumer,Managing Member;Partner;Senior Wealth Advisor,"Vantage Financial Partners, LLC Huron SD 1712 Dakota Ave S",,,Salesforce
92695,,Jeremy Wilson,Chief Compliance Officer,"Kovitz Investment Group Partners, Llc",jwilson@kovitz.com,312-334-7300,
11032293,Inactive Investor,Sharla Garibaldi,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,sdaquino@ft.newyorklife.com,,Salesforce
6584185,,victor wendl,,,vwendl@wendlfoundation.org,,Web Form Fillout
242318,,Pradeep Chandra,Head of Private Banking,[Unknown],pradeep.chandra@safacapital.com,9.71506E+11,Database Upload
10762515,Inactive Investor,Corneliu Lucescu,Financial Advisor,Edward Jones Vancouver WA 13011 NE Fourth Plain Blvd,cornelius.lucescu@edwardjones.com,,Salesforce
9630561,,Elok Gabin,,,bumbum69@op.pl,,List import
9574739,,Shirley Sieng,,,shirleysieng@yahoo.com,,List import
11039022,Inactive Investor,Sean Joyce,,"W&S Brokerage Services, Inc. Charleston SC 115 Central Island St",,,Salesforce
10809548,Inactive Investor,Thomas Mahoney,,Commonwealth Financial Network Pittsford NY 1250 Pittsford Victor Rd,tmahoney@cfnmail.com,,Salesforce
9546946,,Randal Carson,,,randal.carson@mutualsecurities.com,,List import
10956434,Inactive Investor,Darian Prince,Financial Advisor,Edward Jones Bloomer WI 1417 Main St,darian.prince@edwardjones.com,,Salesforce
9568891,,Kasun Perera,,,pererainvestmentsltd@gmail.com,,List import
10996766,Inactive Investor,Ryan Yocum,Financial Advisor,LPL Financial LLC Crawfordsville IN 1570 S US Hwy 231,ryan.yocum@lpl.com,,Salesforce
10804484,Inactive Investor,Shahriar Soroush,Managing Director - Wealth Management;Senior Resident Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",shawn_soroush@ml.com,,Salesforce
9593754,,Peter Steedman,,,psteedman28@gmail.com,,List import
11157685,Inactive Investor,Megan Costigan,Chief Marketing Officer;Director - Marketing;Partner,Canter Wealth,mcostigan@canterwealth.com,,Salesforce
9581819,,Laura Plourde,,,plourde_laura@nlvmail.com,,List import
11049438,Inactive Investor,Donald Sorota,Managing Director;Member,"Altair Advisers, LLC",dsorota@altairadvisers.com,,Salesforce
11023294,Inactive Investor,Regina Faison,,"Kingswood Capital Partners, LLC Foothill Ranch CA 26632 Towne Centre Dr",,,Salesforce
10982145,Inactive Investor,Nicholas Rubeo,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Hillsboro OR 2550 NE 106th Ave",nicholas.rubeo@usbank.com,,Salesforce
11050150,Inactive Investor,Christopher Lema,Investment Advisor Representative,Park Avenue Securities LLC Elk Grove CA 8841 Williamson Dr,chris_lema@glic.com,,Salesforce
10920273,Inactive Investor,Robb Hatley,,"Independent Financial Group, LLC Gladstone OR Private Residence",,,Salesforce
11043709,Inactive Investor,Andrew McArthur,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,andrew.mcarthur@jpmorgan.com,,Salesforce
10808550,Inactive Investor,Ryan Groose,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Springfield MO 1535 E Primrose St,ryan.groose@morganstanley.com,,Salesforce
10795112,Inactive Investor,Jose Rodriguez-Villalobos,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jose.rodriguezvillalobos@ubs.com,,Salesforce
10883538,Inactive Investor,Melissa Adams,,"Raymond James Financial Services, Inc. Bangor ME 77 Exchange St",melissa.adams@raymondjames.com,,Salesforce
9544425,,Adam Tam,,,jeremyjysk@gmail.com,,List import
11019398,Inactive Investor,Michael Skehan,Senior Advisor,WealthPoint Advisors LLC,mskehan@wealthpointadv.com,,Salesforce
11147079,Inactive Investor,Kristen Gordon,,LPL Financial LLC Crystal Lake IL 338 Memorial Dr,kristen.gordon@lpl.com,,Salesforce
10808564,Inactive Investor,James Valentino,Director;Vice President,Morgan Stanley Little Falls NJ 150 Clove Rd,james.f.valentino@morganstanley.com,,Salesforce
9648193,,Ranjit Dash,,,talk2me1888@gmail.com,,List import
10914119,Inactive Investor,Hoi Ching Tsang,,Morgan Stanley,,,Salesforce
11112863,Inactive Investor,Brandon Martin,,"Farmers Financial Solutions, LLC Placentia CA 774 S Placentia Ave",,,Salesforce
11128645,Inactive Investor,Curtis Redden,,Fidelity Brokerage Services LLC,,,Salesforce
11170872,Inactive Investor,Rachel Dodson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11099174,Inactive Investor,Jacques Rebibo,Chairman;Manager;Managing Member,"Ategra Capital Management, LLC",jrebibo@ategracapital.com,,Salesforce
11028625,Inactive Investor,Bruce Roby,Financial Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,b.roby@lpl.com,,Salesforce
10844614,Inactive Investor,Torsten Holmes,Financial Advisor,Edward Jones Allen TX 1420 W Exchange Pkwy,torsten.holmes@edwardjones.com,,Salesforce
10781523,Inactive Investor,Morgan Elliott,Branch Administrator;Portfolio Management Associate;Vice President,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,morgan.elliott@morganstanley.com,,Salesforce
338236,,Rosa Shilanski,Vice President And Director,"Shilanski & Associates, Inc.",rosa@shilanski.com,907-278-1351,Manual List Upload
11091621,Inactive Investor,Tracy Sledd,,"MML Investors Services, LLC Roanoke VA 3800 Electric Rd",tsledd@financialguide.com,,Salesforce
11033427,Inactive Investor,Bryan Sodomora,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",bryan.sodomora@empower.com,,Salesforce
199271,,Ali Near,,[Unknown],gribali94@gmail.com,,source
10979852,Inactive Investor,Kevin Yang,,Cetera Investment Services LLC Arcadia CA 56 E Duarte Rd,kevin.yang@ceterais.com,,Salesforce
11165510,Inactive Investor,Luis Young,,J.P. Morgan Securities LLC San Diego CA 8910 University Center Ln,luis.young@jpmorgan.com,,Salesforce
10861751,Inactive Investor,Marcos Robertson-Lavalle,,Rothschild & Co US Inc.,,,Salesforce
10911379,Inactive Investor,Eric Lovett,,Cetera Advisors LLC Woodway TX 16100 Badger Ranch Blvd,,,Salesforce
11017178,Inactive Investor,Matthew Coutcher,Partner;Wealth Advisor,"TrinityPoint Wealth, LLC",mcoutcher@trinitypointwealth.com,,Salesforce
11235385,Inactive Investor,Jared McCutcheon,Associate Portfolio Manager;Financial Advisor,Cannon Advisors,jared@cannonadvisors.com,,Salesforce
10932206,Inactive Investor,Tom Mitchell,,"First Command Brokerage Services, Inc.",tamitchell@firstcommand.com,,Salesforce
372625,,Francisco Jr Alcantara,,Philippines,alcantarafranciscojr@gmail.com,,Salesforce
11019566,Inactive Investor,Ping Lin,Private Client Financial Advisor,"Citizens Securities, Inc. Buffalo NY 6850 Main St",,,Salesforce
1003175,Inactive Investor,Sam Ratnakar,,MintFlint,sam@mintflint.com,,
10938606,Inactive Investor,Patrick Sawyer,Investment Advisor Representative,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
10854705,Inactive Investor,Daniel Seto,Senior Managing Director,Aegis Capital Corp.,,,Salesforce
10648408,,Kelli Polychronis,,,kelli.polychronis@fidelity.com,,List Import
11129545,Inactive Investor,Juan Ordonez Garza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11106385,Inactive Investor,Arthur Gatsby,,"Wells Fargo Clearing Services, LLC Fullerton CA 1899 W Malvern Ave",arthur.gatsby@wellsfargo.com,,Salesforce
9573895,,Candice Chandley,,,clchandley@ftbadvisors.com,,List import
11147575,Inactive Investor,Jeff Han,,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",jeff.han@wellsfargo.com,,Salesforce
9561942,,Subharekha R,,,subharekha@gmail.com,,List import
371603,,Richard Goode,,[Unknown],ricgoo@colmac.com,,Salesforce
9557529,,Justin Pitcock,,,jpitcock@goodwininvestment.com,,List import
11056145,Inactive Investor,Myron Schelp,Financial Consultant,Thrivent Investment Management Inc. Kansas City MO 7509 NW Tiffany Springs Pkwy,myron.schelp@thrivent.com,,Salesforce
11000441,Inactive Investor,Brandon Armella,Financial Advisor,PNC Investments Erie PA 3830 Pine Ave,brandon.armella@pnc.com,,Salesforce
11207253,Inactive Investor,Tanner Price,,J.P. Morgan Securities LLC Friendswood TX 611 S Friendswood Dr,tanner.price@jpmorgan.com,,Salesforce
11203789,Inactive Investor,Davis Karaica,,"Coldstream Securities, Inc.",davis.karaica@coldstream.com,,Salesforce
9551780,,Bryan Nowicki,,,bryan@greenlightcapital.com,,List import
10806084,Inactive Investor,Christopher Miller,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",,,Salesforce
11056417,Inactive Investor,Steven Howard,Financial Advisor;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,steve.howard@morganstanley.com,,Salesforce
10810971,Inactive Investor,Richard Weissinger,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11076684,Inactive Investor,John Nevin,Chief Compliance Officer;Founder;Managing Member;Managing Partner,Ayrshire Capital Management LLC,,,Salesforce
10785456,Inactive Investor,Livingston Albritten,Executive Director,Morgan Stanley Dallas TX 2121 N Pearl St,livingston.albritten@morganstanley.com,,Salesforce
23,,,,,tomanderson@250okpp.com,,
11036923,Inactive Investor,Mckinzie Mouton,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
171286,,Artur Ferreira,,[Unknown],ventura.ferreira@gmail.com,,
11050979,Inactive Investor,Ryan O'Donnell,Chief Compliance Officer;Managing Member,The O'Donnell Group,ryan@chicowealth.com,,Salesforce
10867468,Inactive Investor,Bradley Marx,,State Farm VP Management Corp. Mayville WI 5 N Main St,brad.marx.jm6f@statefarm.com,,Salesforce
9607447,,Howard Trauger,,,howard@schuylkillcap.com,,List import
11122017,Inactive Investor,Cynthia Elmore,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",cindy_elmore@ml.com,,Salesforce
11212404,Inactive Investor,Linda McCartney,,Edward Jones,linda.mccartney@edwardjones.com,,Salesforce
11088096,Inactive Investor,Ian Turpin,Limited Partner;President,"LBJ Family Wealth Advisors, Ltd.",iturpin@lbjadvisors.com,,Salesforce
10902445,Inactive Investor,Cedric Mcclain,Training Financial Advisor,UBS Financial Services Inc. New Albany OH 180 Market St,cedric.mcclain@ubs.com,,Salesforce
11020139,Inactive Investor,Kailee Hancox,,J.P. Morgan Securities LLC Omak WA 3 Ash St N,kailee.thomas@jpmorgan.com,,Salesforce
11034317,Inactive Investor,Megan Marquardt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",megan.marquardt@ml.com,,Salesforce
9589406,,Mark Muecke,,,mark@markmuecke.com,,List import
9631282,,Beck Sloman,,,beckslo@bu.edu,,List import
215516,,Jessica Donnerstein,Financial Planner,FSC Securities Corporation,jdonnerstein@fscadvisor.com,480-621-7900,
11135805,Inactive Investor,Vincent Seidling,Financial Advisor,Edward Jones River Falls WI 209 S 2nd St,vince.seidling@edwardjones.com,,Salesforce
11121644,Inactive Investor,Casimir Karnish,Investment Consultant,LPL Financial LLC Oil City PA 1510 W 1st St,casimir.karnish@lpl.com,,Salesforce
10953274,Inactive Investor,Drew Thompson,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",,,Salesforce
10772993,Inactive Investor,Julia Burlingame,Chief Compliance Officer,"Waters, Parkerson & Co., LLC",jburlingame@watersparkerson.com,,Salesforce
11163617,Inactive Investor,James Hoskins,Lead Advisor,"Family Wealth Advisory Group, LLC",jhoskins@fwag.com,,Salesforce
10463707,,Édouard Pichaut,,,edouard.pichaut@free.fr,,Web Form Fillout
11118008,Inactive Investor,Wallace Rutkowski,,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",wallace.rutkowski@ampf.com,,Salesforce
11151314,Inactive Investor,Eder Helguera Bracamontes,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",eder.bracamontes@equitable.com,,Salesforce
9543369,,Vinay Yadav,,,vinay@wenetwork.us,,List import
9576982,,Shehan Selvanayagam,,,shehan@loops.lk,,List import
10948964,Inactive Investor,Sal Vassallo,,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",sal.vassallo@tiaa.org,,Salesforce
11049486,Inactive Investor,Sean Navage,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 23405 N Scottsdale Rd",sean.navage@wellsfargo.com,,Salesforce
11053087,Inactive Investor,Cathryn Lopez,Client Service Manager,"Ameriprise Financial Services, LLC Greenville SC 465 Woodruff Rd",cathryn.lopez@ampf.com,,Salesforce
340148,,Ugo Egbunike,,Jane Street,uegbunike@janestreet.com,,Event
10972439,Inactive Investor,Chi Rulapaugh,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,crulapaugh@ft.newyorklife.com,,Salesforce
11217073,,Andrew Hurowitz,,,andrew.hurowitz@nb.com,,Other
9595616,,Joseph Salpietro,,,salpietro.joseph@xpyriainvest.com,,List import
9589850,,Javier Alvarez,,,jealvarez@gmail.com,,List import
11090798,Inactive Investor,Stephen Knutson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockford IL 973 Featherstone Rd",stephen.knutson@ml.com,,Salesforce
11208216,Inactive Investor,Marcey Hess,Senior Client Service Associate,UBS Financial Services Inc. Greeley CO 1901 56th Ave,marcey.hess@ubs.com,,Salesforce
10864918,Inactive Investor,Joseph Pollak,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Chattanooga TN 1101 Broad St",joe.pollak@benjaminfedwards.com,,Salesforce
10782587,Inactive Investor,Shane Irvine,,J.P. Morgan Securities LLC Surprise AZ 17073 W Bell Rd,shane.irvine@jpmorgan.com,,Salesforce
10757971,Inactive Investor,Matthew Burke,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 109 Chesterfield Business Pkwy",matthew.j.burke@ampf.com,,Salesforce
9611915,,Jason McElwee,,,jason.mcelwee@marinerplatform.com,,List import
9549540,,Gary Pereira,,,gary.pereira@securitiesamerica.com,,List import
11147673,Inactive Investor,Christine Meitzler,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",clmeitzler@firstcommand.com,,Salesforce
9562765,,jbledsoe40@hotmail.com Bledsoe,,,jbledsoe40@hotmail.com,,List import
11260496,Inactive Investor,Darryl Walker,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11173398,Inactive Investor,Edward Mauriello,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10615929,,Daniel Waddick,,,dan.waddick@lpl.com,,List Import
9631898,,Mark Lambert,,,markplambert7@gmail.com,,List import
9633033,,youle lin,,,linyoule928@gmail.com,,List import
10974836,Inactive Investor,Andrew Sedlar,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
343945,,Abigail Psyhogeos,Managing Director,Boston Financial Management Llc,abbyp@bfminvest.com,617-338-8108,Manual List Upload
10921651,Inactive Investor,Susan Finley,Client Services Manager,Commonwealth Financial Network Burlington NC 635 Chapel Hill Rd,sfinley@commonwealth.com,,Salesforce
10912346,Inactive Investor,Matthew Shrope,,"Farmers Financial Solutions, LLC Ventura CA 950 County Square Dr",mshrope@farmersagent.com,,Salesforce
41258,,James Miller,Financial Planner,Lincoln Financial Advisors Corporation,james.miller@lfg.com,615-846-3333,
10890423,Inactive Investor,Lynn Kaloian,,"Cambridge Investment Research, Inc. Arroyo Grande CA 1303 E Grand Ave",,,Salesforce
10816043,Inactive Investor,Michael Becker,,"Avantax Investment Services, Inc. West Palm Beach FL 400 Columbia Dr",,,Salesforce
10696146,,Matias Pires,,Miura Capital,matpires@gmail.com,,List Import
349205,,Jay Kesslen,"General Counsel, Managing Director, Elected Manager And Secretary",Horizon Kinetics Asset Management Llc,jkesslen@kineticsfunds.com,646-291-2300,Manual List Upload
10890176,Inactive Investor,Christopher Stern,Financial Advisor,Edward Jones Maywood NJ 25 E Spring Valley Ave,christopher.stern@edwardjones.com,,Salesforce
415,,,,,larry8589@interia.pl,,
243221,,Karen Feeney,Director- Product Specialist,AltShares ETF,kfeeney@wicfunds.com,17322399777,Manual List Upload
9548523,,Fred Jonske,,,fred@jonske.com,,List import
9550872,,Jeff Graf,,,jgraf@springhousecapital.com,,List import
11095552,Inactive Investor,William Sanchez,,"Truist Investment Services, Inc. Miami FL 777 Brickell Ave",william.sanchez@truist.com,,Salesforce
10820267,Inactive Investor,Hunter Dray,,Goldman Sachs & Co.,hunter.dray@gs.com,,Salesforce
11021624,Inactive Investor,Jorge Moreno,,J.P. Morgan Securities LLC Peoria IL 125 NE Jefferson Ave,jorge.x.moreno@jpmorgan.com,,Salesforce
10946689,Inactive Investor,Richard Sprinthall,,"Allstate Financial Services, LLC Lexington SC 173 Corley Mill Rd",,,Salesforce
11117849,Inactive Investor,Adam Ashby,,"American Fidelity Securities, Inc.",adam.ashby@af-group.com,,Salesforce
11111052,Inactive Investor,David Strand,Financial Advisor,"Ameriprise Financial Services, LLC Boulder CO 4440 Arapahoe Ave",david.a.strand@ampf.com,,Salesforce
10616222,,Avery Heavenrich,,,aheavenrich@rwbaird.com,,List Import
11067266,Inactive Investor,Carol Nielsen,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,carol.greenhalgh@fidelity.com,,Salesforce
11161512,Inactive Investor,Paul Cantrell,Financial Consultant,Thrivent Investment Management Inc. Eagle ID Private Residence,paul.cantrell@thrivent.com,,Salesforce
11189359,Inactive Investor,Hito Seng,,"American Fidelity Securities, Inc.",hito.seng@af-group.com,,Salesforce
10848232,Inactive Investor,Eugenia Taylor,Financial Planner,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",eugenia.taylor@prudential.com,,Salesforce
11151610,Inactive Investor,Michael Hazelwood,Compliance Specialist;Regulatory Contact,Arvest Wealth Management Jacksonville AR 1810 N 1st St,mhazelwood@arvest.com,,Salesforce
9642520,,John Stec,,,johnjstec@hotmail.com,,List import
10905643,Inactive Investor,Mitchell Plaehn,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,mplaehn@primerica.com,,Salesforce
11041748,Inactive Investor,Andrew Shope,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 2200 Forest Dr",,,Salesforce
10855173,Inactive Investor,Scott Salerno,,"Osaic Wealth, Inc. Reston VA 12001 Sunrise Valley Dr",,,Salesforce
10932078,Inactive Investor,Watson Taylor,,William Blair Atlanta GA 3060 Peachtree Rd NW,wtaylor@williamblair.com,,Salesforce
9591957,,Donie Carlson,,,dcarlson@dmcgroupllc.com,,List import
9621282,,marcos diez,,,mrcsdiez@gmail.com,,List import
9543123,,Agung Mahendra,,,agungaquarius2005@gmail.com,,List import
10771952,Inactive Investor,Matthew Howley,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",matthew.howley@wellsfargoadvisors.com,,Salesforce
242038,,Frank Van Wert,Regional Director,Infinex Financial Group,fvanwert@infinexgroup.com,,Event
9576603,,Scott Endres,,,scott.endres@hotmail.com,,List import
9634568,,Vladimir Besprozvany,,,vbesprozvany@insightpartners.com,,List import
11181514,Inactive Investor,Richard Artale,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rartale@tiaa-cref.org,,Salesforce
11089999,Inactive Investor,David Underhill,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Underhill Investments, LLC",david@dunderhill.net,,Salesforce
9627061,,Silvano Rangel,,,sigaemfrente@gmail.com,,List import
347146,,William Wilson,"Senior Vice President, Branch Manager","Hefren-tillotson, Inc.",william.wilson@hefren.com,412-434-0990,Manual List Upload
10846538,Inactive Investor,Philip Murphy,Regional Vice President,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,philip.murphy@primerica.com,,Salesforce
11062829,Inactive Investor,Joseph Littlejohn,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,jlittlejohn@ft.newyorklife.com,,Salesforce
10796083,Inactive Investor,Graeme Wilson,Financial Advisor;Portfolio Manager,Morgan Stanley Chicago IL 233 S Wacker Dr,graeme.wilson@morganstanley.com,,Salesforce
5591309,,LAWRENCE DOYLE,,,katierichfarm@gmail.com,,Web Form Fillout
11033633,Inactive Investor,George Passas,,"Allstate Financial Services, LLC Youngstown OH 1240 Boardman Canfield Rd",georgepassas2@allstate.com,,Salesforce
335595,,Michael Fabian,Partner,"Sentinel Capital Partners, L.l.c.",fabian@sentinelpartners.com,212-688-3100,Manual List Upload
10892685,Inactive Investor,Christopher Robinson,Financial Advisor,Edward Jones Cleveland TN 112 Stuart Rd NE,,,Salesforce
10880414,Inactive Investor,Hasan Kamal,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,,,Salesforce
70420,,William Unrue,"Analyst, Associate Vice President",Rockefeller Financial LLC,hunrue@rockco.com,404-264-2076,
10937421,Inactive Investor,Brian Taylor,,"Robinhood Financial, LLC Denver CO 2373 15th St",brian.taylor@robinhood.com,,Salesforce
9578671,,Albert Akerman,,,alakerman_99@yahoo.com,,List import
342160,,Patrick Concannon,Partner,Nutter Investment Advisors,pconcannon@nutter.com,617-439-2100,Manual List Upload
11112317,Inactive Investor,Gregory Whitehead,Director - Wealth Management,"Charles Schwab & Co., Inc. Bridgewater NJ 610 Commons Way",gregg.whitehead@schwab.com,,Salesforce
124445,,Jeffrey Lewis,,Savant Wealth Management,jeflew1008@gmail.com,,
10619162,,Nancy Rizzuto,,,nrizzuto@capstratig.com,,List import
10906550,Inactive Investor,Newton Spurr,Chief Compliance Officer;Investment Advisor;President,"MS Financial Services, LLC",,,Salesforce
10816684,Inactive Investor,Matthew Godfroy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lawrence Township NJ 100 Federal City Rd",matthew.x.godfroy@ampf.com,,Salesforce
11080980,Inactive Investor,Malika White,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
9592199,,Todd Much,,,tmuch@ctsfinancialgroup.com,,List import
10505929,,Akiko SAKAMOTO,Wealth Management Advisro,Northwestern Mutual,akiko.sakamoto@nm.com,917-207-9135,List import
139671,,George Hutchens,,Spc,ghutchens@sigmafinancial.com,,
11113424,Inactive Investor,George Balocik,,Lincoln Investment Cranberry Township PA 8001 Rowan Rd,gbalocik@lincolninvestment.com,,Salesforce
10645530,,Charles Denison,,,charles.denison@moelis.com,,List Import
1004999,Inactive Investor,Zayd Hammam,Partner,Gansett Companies,hammam@gansettco.com, +1 212 634 0692,product
9584908,,Barbara Bucur,,,bucur@aol.com,,List import
11108209,Inactive Investor,Kristin Bay,,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",kristin.bay@ampf.com,,Salesforce
11070896,Inactive Investor,Ryan Masterson,Senior Investment Analyst,"NorthRock Partners, LLC Issaquah WA Private Residence",,,Salesforce
11030335,Inactive Investor,Shawn Price,Financial Advisor,Edward Jones Redlands CA Private Residence,shawn.price@edwardjones.com,,Salesforce
182096,,jeroen lm,,[Unknown],jeroenlm@hotmail.be,,
10908264,Inactive Investor,Robert Heineman,,"Farmers Financial Solutions, LLC San Juan Capistrano CA 32341 Camino Capistrano",bheineman@farmersagent.com,,Salesforce
10837399,Inactive Investor,John Skinner,Director - Investments;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.a.skinner@morganstanley.com,,Salesforce
9595206,,Lindsey Fairchild,,,lfairchild@valeofinancial.com,,List import
9631956,,Chris Stewart,,,chrisjoelstewart@gmail.com,,List import
10937859,Inactive Investor,Jill Shannon,,"Fortune Financial Services, Inc. Southport NC Private Residence",js5@fortunefinancialservices.com,,Salesforce
10817077,Inactive Investor,Ramon Burrola,Senior Vice President - Investments,"Raymond James & Associates, Inc. Tucson AZ 5285 E Williams Cir",ramon.burrola@raymondjames.com,,Salesforce
10768150,Inactive Investor,Marc Chapman,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Dublin OH 6500 Emerald Pkwy",mchapman@tiaa.org,,Salesforce
11087986,Inactive Investor,Jayme Hurn,Paraplanner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Newark DE 224 E Delaware Ave",jayme.e.hurn@ampf.com,,Salesforce
9600700,,Aaron Kriebel,,,aaron.kriebel@thinkingbeyond.com,,List import
10510361,,Jin Li,"Director, Equity Portfolio Management",Equitable Life of Canada,jli@equitable.ca,,List Import
9627251,,ass butt,,,rrokeer@gmail.com,,List import
10937076,Inactive Investor,Victoria Latham,Chief Compliance Officer,The Fiduciary Alliance,victoria@parallelfinancial.com,,Salesforce
10815675,Inactive Investor,Christopher Cook,,Thrivent Investment Management Inc. Belvidere IL 130 S State St,chris.cook@thrivent.com,,Salesforce
11231448,Inactive Investor,Darius Bahador,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Antioch CA 2519 Somersville Rd",darius.bahador@ml.com,,Salesforce
10997818,Inactive Investor,Abby Gardiner,,Jefferies LLC Chicago IL 155 N Wacker Dr,agardiner@jefferies.com,,Salesforce
11104546,Inactive Investor,Heather Baron,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10611948,,Ronald Baruch,"Executive Director - Investments, Financial Advisor",,ronald.baruch@opco.com,,List Import
10946742,Inactive Investor,Scicile Lindsay,Administrative Assistant,LPL Financial LLC Kosciusko MS 101 Veterans Memorial Dr,sissy.lindsay@lpl.com,,Salesforce
11192870,Inactive Investor,Jason Castaldi,,"MML Investors Services, LLC Southbury CT 555 Heritage Rd",jcastaldi@financialguide.com,,Salesforce
10906101,Inactive Investor,Betty Azmoon,Financial Advisor;Investment Advisor Representative;Registered Principal,LPL Financial LLC Anaheim CA 135 S Chaparral Ct,betty.azmoon@lpl.com,,Salesforce
10958879,Inactive Investor,Carson Whitaker,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10848715,Inactive Investor,Christina Lomeli,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,christina.lomeli@opco.com,,Salesforce
10896371,Inactive Investor,Keith Kemp,,"Avantax Investment Services, Inc. Dresden TN 8708 Hwy 22",,,Salesforce
11109056,Inactive Investor,Timothy Reed,,"LaSalle St Securities, L.L.C. East Aurora NY 634 Main St",tjreed@lasallest.com,,Salesforce
10942372,Inactive Investor,Justin Brown,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11065939,Inactive Investor,Stephen Gregg,Regional Vice President,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",,,Salesforce
10922986,Inactive Investor,James Moran,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_moran@vanguard.com,,Salesforce
111235,,Barry Washik,,NONE,barry.washik@att.net,9414219523,
10780473,Inactive Investor,Rebecca Johnson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tucson AZ 5210 E Williams Cir",rebecca.l.johnson@ampf.com,,Salesforce
11102118,Inactive Investor,Jamie House,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,jamie.house@primerica.com,,Salesforce
10946431,Inactive Investor,Thomas Devaney,,Fidelity Brokerage Services LLC,,,Salesforce
11011880,Inactive Investor,Eric Aponte,,The O.N. Equity Sales Company,eric_aponte@ohionational.com,,Salesforce
11071767,Inactive Investor,Thanhha Ha,,"Cambridge Investment Research, Inc. McKinney TX 6800 Weiskopf Ave",,,Salesforce
10801442,Inactive Investor,Bryan Merritt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,bryan.merritt@fidelity.com,,Salesforce
10827692,Inactive Investor,James Eck,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 201 E 5th St",jim.eck@wellsfargoadvisors.com,,Salesforce
11079181,Inactive Investor,Donna Blish,,LPL Financial LLC Richmond VA 567 Southlake Blvd,donna.blish@lpl.com,,Salesforce
11004059,Inactive Investor,Ashley Collins,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,ashley.williams.pcc0@statefarm.com,,Salesforce
11034973,Inactive Investor,Andrew Jones,Financial Advisor,LPL Financial LLC Mechanicsburg PA 5275 E Trindle Rd,andrew.jones@lpl.com,,Salesforce
9555362,,Duane Bernt,,,duane.bernt@stadionmoney.com,,List import
10920650,Inactive Investor,Christopher Cice,,"Cambridge Investment Research, Inc. Newtown PA 16 N State St",,,Salesforce
10955527,Inactive Investor,Kevin Asano,,Cetera Advisors LLC Honolulu HI 1600 Kapiolani Blvd,,,Salesforce
11013941,Inactive Investor,Jared Cline,,"Nolet Wealth Management, LLC",,,Salesforce
348435,,Mitchell Green,"CCO, CFO, Principal",Ancor Capital Partners,mgreen@ancorcapital.com,817-877-4458,Manual List Upload
9602407,,jay dubs,,,joshwportland@gmail.com,,List import
11142513,Inactive Investor,William Scherr,Branch Manager;Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",william.scherr@stifel.com,,Salesforce
10433792,,Dean Wilkinson,,,wdean@ymail.com,,Web Form Fillout
10836983,Inactive Investor,James Williams,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Portage MI 7995 Moorsbridge Rd",jamie.williams@raymondjames.com,,Salesforce
11015806,Inactive Investor,James Fettig,,LPL Financial LLC Bismarck ND 600 S 2nd St,james.fettig@lpl.com,,Salesforce
9590028,,Lesley Chao,,,lchao@btprop.com,,List import
10875366,Inactive Investor,Sonia Von Berg,Chief Operating Officer;Chief Operations Officer;Principal,Osborne Partners San Francisco CA 580 California St,sonia@osbornepartners.com,,Salesforce
10917443,Inactive Investor,Mark Dietz,,"Cambridge Investment Research, Inc. Aurora CO 6105 S Main St",,,Salesforce
11080247,Inactive Investor,Molly Axworthy,Financial Advisor,Edward Jones Tacoma WA 6720 E Side Dr NE,molly.axworthy@edwardjones.com,,Salesforce
10802703,Inactive Investor,Kevin McGrath,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,kevin.mcgrath@ubs.com,,Salesforce
9595641,,Shantanu Surpure,,,ssurpure@newnormalcapital.com,,List import
10992813,Inactive Investor,Catherine Stiltner,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9644195,,Celestin Youan,,,zamble76@gmail.com,,List import
9614628,,WILLIAM JOHNSON II,,,jackjohnson@kw.com,,List import
9554753,,Choi Jiseong,,,name07111@gmail.com,,List import
10904701,Inactive Investor,Eyasu Theodros,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",eyasu.theodros@ml.com,,Salesforce
11046894,Inactive Investor,Ryan Eaves,,Thrivent Investment Management Inc. Bloomington IL 2101 Eastland Dr,ryan.eaves@thrivent.com,,Salesforce
10617094,,Eric Larson,,,eric.m.larson@ampf.com,,List Import
10657820,,Victor Amaro,,,vamaro@primerica.com,,List Import
10955943,Inactive Investor,Jason Forwood,Investment Advisor,Fisher Investments,,,Salesforce
10769424,Inactive Investor,Jon Pitcock,,"Parkland Securities, LLC Mason OH 3611 Socialville Foster Rd",,,Salesforce
10510340,,Joseph Pendergast,"SVP, Investable Products",Morningstar,joseph.pendergast@morningstar.com,,List Import
11126324,Inactive Investor,Gonzalo Bravo,Private Client Banker,J.P. Morgan Securities LLC Salinas CA 425 Main St,gonzalo.bravo@jpmorgan.com,,Salesforce
9601464,,jin soobok,,,thdnthdn24.invest@gmail.com,,List import
9620231,,Matthew Bogdan,,,thoughtfulstoic@gmail.com,,List import
10883871,Inactive Investor,Toni Alexander,Regional Vice President,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,toni.alexander@primerica.com,,Salesforce
11131366,Inactive Investor,Michael Thibodeaux,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,mthibodeaux@primerica.com,,Salesforce
10902782,Inactive Investor,Craig Wilson,,LPL Financial LLC Latham NY 36 British American Blvd,craig.wilson@lpl.com,,Salesforce
10967008,Inactive Investor,Margaret Musack,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,margaret.klatt@thrivent.com,,Salesforce
10889775,Inactive Investor,Pierre George,,Cetera Investment Services LLC Huntsville AL 508 Madison St SE,,,Salesforce
10756723,Inactive Investor,Beth Graf,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho NY 100 Jericho Quad",beth_ann_graf@ml.com,,Salesforce
333293,,Bala Singh,,Meketa,bsingh@meketagroup.com,,
9554212,,Evan Georgiou,,,egeorgiou@rockco.com,,List import
10851906,Inactive Investor,Keith Trent,Wealth Advisor,BentOak Capital Lubbock TX 611 University Ave,keith@bentoakcapital.com,,Salesforce
9614086,,Justin Chasko,,,jchasko@templeton.com,,List import
10926338,Inactive Investor,Kesia Sommerville,,Goldman Sachs & Co.,,,Salesforce
10614291,,Benjamin Nichols,Financial Advisor,,bnichols@prosperianwealth.com,,List Import
10971587,Inactive Investor,Alton Fabre,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,alton.fabre@lpl.com,,Salesforce
11234999,Inactive Investor,Michael Whitehurst,Portfolio Manager;Research Analyst;Senior Vice President,"Telos Capital Management, Inc.",michael@telosinc.com,,Salesforce
11259940,Inactive Investor,Michel Woods,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",,,Salesforce
10835448,Inactive Investor,Paige Kerr,Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,paige.kerr@morganstanley.com,,Salesforce
11127338,Inactive Investor,Leandro Bucay,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,leandro.bucay@safra.com,,Salesforce
9575134,,Chuck Gray,,,chuckgray@live.com,,List import
11044368,Inactive Investor,Robyn Lings,Financial Advisor,Edward Jones Superior WI 3712 Tower Ave,robyn.lings@edwardjones.com,,Salesforce
10816743,Inactive Investor,Leonard Skelton,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",len.skelton@raymondjames.com,,Salesforce
11039373,Inactive Investor,Duy Le,Associate Vice President;Financial Advisor;Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,rick.le@morganstanley.com,,Salesforce
10863163,Inactive Investor,Teresa Owsley,,LPL Financial LLC Powell OH 9999 Brewster Ln,teresa.owsley@lpl.com,,Salesforce
10644048,,Marc Pershan,,,marcpershan@leumiusa.com,,List Import
10606510,,Marc Colamaria,"Financial Advisor, First Vice President - Wealth Management, Portfolio Manager",UBS Financial Services Inc.,marc.colamaria@ubs.com,914-287-6054,List Import
348063,,Thomas Gilligan,Associate,"Westview Capital Management Company, Inc.",tjg@wvcapital.com,617-261-2050,Manual List Upload
9608649,,Nadia Guarriello,,,nadia_nj@yahoo.com,,List import
11113605,Inactive Investor,David Garcia,,"Wells Fargo Clearing Services, LLC Alamo CA 3157 Danville Blvd",david.garcia@wellsfargoadvisors.com,,Salesforce
11032395,Inactive Investor,Christian Martinez,Vice President,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10852095,Inactive Investor,Kevin Woldt,,LPL Financial LLC Pewaukee WI Private Residence,kevin.woldt@lpl.com,,Salesforce
10758863,Inactive Investor,Carol Jordan,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",kathy.jordan@wellsfargoadvisors.com,,Salesforce
11162012,Inactive Investor,David Patritti,Senior Financial Advisor,JAG Capital Management LLC,dpatritti@jaglynn.com,,Salesforce
11116598,Inactive Investor,Jing Shi Li,,Goldman Sachs & Co.,,,Salesforce
10843102,Inactive Investor,Edward Witherspoon,,Cetera Financial Specialists LLC Towson MD 1 Olympic Pl,,,Salesforce
10884808,Inactive Investor,Michelle Caballero,,J.P. Morgan Securities LLC Council Bluffs IA 1732 Madison Ave,michelle.l.caballero@jpmorgan.com,,Salesforce
10845773,Inactive Investor,Michael Marasco,,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,mmarasco@janney.com,,Salesforce
352162,,Jay Cummings,Financial Advisor,Iht Wealth Management Llc,jacob.cummings@lpl.com,855-295-2828,Manual List Upload
11065388,Inactive Investor,Victor Salvador,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",victor.salvador@transamerica.com,,Salesforce
10813032,Inactive Investor,Randall Johnson,,"Raymond James Financial Services, Inc. Yankton SD 610 W 23rd St",randy.johnson@raymondjames.com,,Salesforce
10615990,,S Peter Park,,,peter.park@lpl.com,,List Import
11090799,Inactive Investor,Kenneth Oguejiofor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",kenneth.oguejiofor@ml.com,,Salesforce
11138861,Inactive Investor,James Fogel,,"Farmers Financial Solutions, LLC Portland OR 10391 SE Main St",jfogel@farmersagent.com,,Salesforce
11260256,Inactive Investor,Jeffrey Engler,,Commonwealth Financial Network Glastonbury CT 701 Hebron Ave,,,Salesforce
9599461,,Darren Chappell,,,darren@proveniocapital.com,,List import
191250,,Jeffrey Vogel,"Managing Director, Partner","HighTower Advisors, LLC",jvogel@hightoweradvisors.com,917-580-6041,
6387753,,David Edwards,,,edwardsdavew71@gmail.com,,Web Form Fillout
11162454,Inactive Investor,Charles Houston,Financial Advisor,Edward Jones Apex NC 5160 Sunset Lake Rd,chuck.houston@edwardjones.com,,Salesforce
10874920,Inactive Investor,John Thies,Financial Advisor,Edward Jones Saint Louis MO 10115 Manchester Rd,john.thies@edwardjones.com,,Salesforce
11017822,Inactive Investor,Tyler Wujczyk,Client Service Associate,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",tyler.wujczyk@raymondjames.com,,Salesforce
11087048,Inactive Investor,Robert Fuerst,,"American Portfolios Financial Services, Inc. Scotia NY Private Residence",rfuerst@americanportfolios.com,,Salesforce
9605734,,Dede Rukman,,,degates6234@gmail.com,,List import
9559408,,Stephen Buckle,,,stephen@printcrypto.io,,List import
11139356,Inactive Investor,Michael Nadler,,Paulson Investment Company LLC New York NY 40 Wall St,mnadler@paulsoninvestment.com,,Salesforce
9584252,,Tyler Kruse,,,tkruse@ft.newyorklife.com,,List import
10927601,Inactive Investor,Jorge Rendon,,PFS Investments Inc. Roswell GA 500 Sun Valley Dr,jorge.rendon@primerica.com,,Salesforce
9617129,,Matt Niblack,,,mniblack@hitehedge.com,,List import
217346,,JURI BULOVIC,VICE PRESIDENT OF STRATEGY,FOUNDRY,jbulovic@foundrydigital.com,917.434.2189,
11055479,Inactive Investor,Jeri Albrecht,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",jeri_albrecht@ml.com,,Salesforce
11089281,Inactive Investor,Hector Dominguez,Vice President,PFS Investments Inc. Copiague NY 910 Montauk Hwy,hector.dominguez@primerica.com,,Salesforce
11222170,,Ashish Mishra,,,amishra@boydwatterson.com,,List Import
231433,, -,,[[Unknown]],l.pearsonesq1977@gmail.com,,
11141570,Inactive Investor,Edith Bass,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,edie.bass@morganstanley.com,,Salesforce
10808169,Inactive Investor,Holly Pecarek,Vice President;Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,holly.pecarek@morganstanley.com,,Salesforce
11043745,Inactive Investor,Michael Furman,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",michael.furman@stifel.com,,Salesforce
9635221,,Edward Morey,,,emorey@moorscabot.com,,List import
339487,,Kellie Kiely,Branch Manager,"Kiely Wealth Advisory Group, Inc.",kellie@thekielygroup.com,252-439-1888,Manual List Upload
10804959,Inactive Investor,Arturo Padilla,,Jefferies LLC Miami FL 1450 Brickell Ave,apadilla@jefferies.com,,Salesforce
9547913,,Calvin Hosch,,,hoschc@yahoo.com,,List import
9566525,,James Shalek,,,shalek.james@principal.com,,List import
10849897,Inactive Investor,Jarrod Rutledge,,LPL Financial LLC Tampa FL 401 E Jackson St,jarrod.rutledge@lpl.com,,Salesforce
10969264,Inactive Investor,Alexa Gonzalez,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10870703,Inactive Investor,Richard Eastland,Chief Investment Officer;General Partner;Managing Partner,Harbor Road Capital Management LLC,reastland@harborroadcap.com,,Salesforce
10821177,Inactive Investor,Amy Oberson,,Morgan Stanley Portland OR 760 SW 9th Ave,,,Salesforce
10902854,Inactive Investor,Paul Bourgeois,Financial Advisor,Edward Jones Harahan LA Private Residence,paul.bourgeois@edwardjones.com,,Salesforce
181117,,Christian Mariani,,[Unknown],chri.mariani@gmail.com,,source
11098866,Inactive Investor,Christopher Bekel,Associate Advisor,"Wingate Wealth Advisors, Inc.",chris.bekel@wingatewealthadvisors.com,,Salesforce
10696401,,Jennifer Dutton,,Norima Consulting,jen.dutton@norimaconsulting.com,,List Import
374593,,George NA,,,,503-329-7701,Salesforce
10951508,Inactive Investor,Nigel Whyte,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,nigel.whyte@primerica.com,,Salesforce
10765670,Inactive Investor,Tanisha Walter,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",tanisha.walter@ml.com,,Salesforce
10955483,Inactive Investor,Sean Eicher,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",sean.eicher@bankerslife.com,,Salesforce
11164816,Inactive Investor,Andrew Slechta,Private Wealth Investment Management Specialist;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",andrew.slechta@ml.com,,Salesforce
10774415,Inactive Investor,Patrick Shelton,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",patrick.shelton@ml.com,,Salesforce
11022297,Inactive Investor,Kevin O'Donnell,,PFS Investments Inc. Chalfont PA 31 Oak Ave,kevin.odonnell@primerica.com,,Salesforce
9541469,,Alex Michalka,Director of Investments,WealthFront,alexandermichalka@wealthfront.com,,List import
11075853,Inactive Investor,Samuel Hebert,,NYLIFE Securities LLC Lake Charles LA 790 Bayou Pines East Dr,slhebert@ft.newyorklife.com,,Salesforce
9569628,,Jesse Freedman,,,jfreedman@warlander.com,,List import
10992232,Inactive Investor,Jimmy Ortiz,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,,,Salesforce
9545374,,Michael Cavaleri,,,mcavaleri@cambridgesecure.com,,List import
10853485,Inactive Investor,James Simos,,B. Riley Wealth Management Red Bank NJ 10 Broad St,jsimos@brileywealth.com,,Salesforce
10827467,Inactive Investor,Terry Osborn,Financial Advisor;First Vice President;International Client Advisor,Morgan Stanley New York NY 55 E 52nd St,terry.l.osborn@morganstanley.com,,Salesforce
10766599,Inactive Investor,Gerard Addeo,Chief Compliance Officer;Founder;Managing Member;Principal,WealthEdge Investment Advisors LLC,,,Salesforce
11122760,Inactive Investor,Amanda Parent,Financial Advisor,Edward Jones Chepachet RI 97 Reservoir Rd,,,Salesforce
10850628,Inactive Investor,Ryan Conners-Copeland,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",r_connerscopeland@ml.com,,Salesforce
10783620,Inactive Investor,John Sant Amour,Financial Advisor;Senior Vice President,Morgan Stanley Murfreesboro TN 804 N Thompson Ln,john.sant.amour@morganstanley.com,,Salesforce
373116,,Eileen Maguire,,[Unknown],emaguire01@gmail.com,,source
10611510,,Joseph McCarthy,Financial Advisor,,joseph.mccarthy@lpl.com,,List Import
9591899,,Logan Gonzalez,,,loganfgonzalez@outlook.com,,List import
11154765,Inactive Investor,Michael Smith,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
9596512,,James Graham,,,jamie@gandgpc.com,,List import
9613732,,Art S,,,sartemspam@gmail.com,,List import
242261,,Yu-Ting Chou,,[Unknown],r07922042@csie.ntu.edu.tw,,Direct
10618766,,Todd Morgan,,,tmorgan@lasallest.com,,List Import
11136550,Inactive Investor,Brian Biegen,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,brian.biegen@morganstanley.com,,Salesforce
10807108,Inactive Investor,James Rose,President;Treasurer,Dollar & Sense,,,Salesforce
10805981,Inactive Investor,Harry Hackett,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",harry_hackettiii@ml.com,,Salesforce
10874654,Inactive Investor,Patrick Neel,Financial Advisor,"Wells Fargo Clearing Services, LLC Chattanooga TN 412 Georgia Ave",patrick.neel@wellsfargoadvisors.com,,Salesforce
10867276,Inactive Investor,Ryan Flaig,,State Farm VP Management Corp. Eau Claire WI 4714 Commerce Valley Rd,ryan.flaig.hj6j@statefarm.com,,Salesforce
11188494,Inactive Investor,Roberto Aguayo,Associate,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,roberto.aguayo@jpmorgan.com,,Salesforce
11088768,Inactive Investor,Robert Gephardt,Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,robert.gephardt@nb.com,,Salesforce
10954749,Inactive Investor,Ashton Wallace,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
198176,,Brian Watts,,"VALIC Financial Advisors, Inc.",brian.watts@valic.com,877-737-2650,
11026701,Inactive Investor,Charles McMakin,Financial Professional,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,wally.mcmakin@lpl.com,,Salesforce
11089607,Inactive Investor,Colleen Cemprola,,MMC Securities LLC Wilbraham MA Private Residence,colleen.cemprola@mmc.com,,Salesforce
9565506,,Todd Endl,,,todd.endl@edwardjones.com,,List import
227703,, -,,[Unknown],rahabkiarie@yahoo.com,,
11108270,Inactive Investor,Amy Li,,Jefferies LLC,,,Salesforce
10650377,,Anna Annette,,,anna@edelweiss-group.com,,List Import
11020315,Inactive Investor,Jaclyn Tapia,,J.P. Morgan Securities LLC Chicago IL 1551 N Kingsbury St,jaclyn.tapia@jpmorgan.com,,Salesforce
11000786,Inactive Investor,Timothy Johnson,Financial Representative,MWA Financial Services Inc. Roseville CA 1158 Cirby Way,timothy.d.johnson@mwarep.org,,Salesforce
9601833,,Christopher Ferguson,,,christopher@howardcm.com,,List import
11118759,Inactive Investor,Steven Blank,,"Truist Investment Services, Inc. Hurricane WV 352 State Rte 34",kyle.blank@truist.com,,Salesforce
10755145,Inactive Investor,Binh Nguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Haverford PA 402 Lancaster Ave",binh.nguyen@wellsfargoadvisors.com,,Salesforce
9540462,,Azbije Iljazi-Sabani,,,azbije.iljazi-sabani@sequent.limited,,List Import
351142,,Camille Snyder,"Managing Director, Jackson Office","Ashford Advisors, Llc",camillesnyder@ashfordadvisors.net,585-697-0362,Manual List Upload
10851285,Inactive Investor,Brian Ramsey,Chief Compliance Officer;Financial Advisor;Founding Partner;Managing Member,Family Wealth Planning Partners,brian@fwppartners.com,,Salesforce
11034777,Inactive Investor,Mario Gutierrez,Advisor,LPL Financial LLC McAllen TX 200 S 10th St,mario.gutierrez@lpl.com,,Salesforce
9581972,,Molly Saybolt,,,msaybolt@locustpointcapital.com,,List import
11197634,Inactive Investor,Joshua Youel,Vice President;Wealth Advisor,"Sage Private Wealth Group, LLC",joshua.youel@sageprivatewealth.com,,Salesforce
11051736,Inactive Investor,Lateef Kirsten,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
10865402,Inactive Investor,Van R Willis,,State Farm VP Management Corp. Juneau AK 720 W Willoughby Ave,reuben.willis.cymu@statefarm.com,,Salesforce
9607430,,Dusko Jankovic,,,djankovic@millcreekcap.com,,List import
10983813,Inactive Investor,Preeti Mahajan,,J.P. Morgan Securities LLC Hartville OH 901 W Maple St,preeti.mahajan@jpmorgan.com,,Salesforce
10851568,Inactive Investor,Andrew Pendergrass,Financial Advisor;Managing Member,"Meriwether Wealth & Planning, LLC",andrew@meriwether.com,,Salesforce
67463,,Jeffrey Stern,,FSC Securities Corporation,jstern@fscadvisor.com,972-233-6331,
10885978,Inactive Investor,Ethan Hattendorf,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10783238,Inactive Investor,Kathleen Jaye,,"Rogan & Associates, Inc.",kaj@roganfinancial.com,,Salesforce
9644053,,Dilip Handore,,,dvhandore2020@gmail.com,,List import
11061245,Inactive Investor,Mary Derenski,,"OneAmerica Securities, Inc. Batesville IN 319 W Pearl St",,,Salesforce
10937656,Inactive Investor,Lorea Alvarez Trillas,Associate Banker;Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9621701,,janelle butterfield,,,janellejl418@yahoo.com,,List import
10780002,Inactive Investor,Matthew MacLean,Private Wealth Advisor,"Ameriprise Financial Services, LLC Peoria AZ 7992 W Thunderbird Rd",matt.d.maclean@ampf.com,,Salesforce
10945587,Inactive Investor,Song Nguyen,,"Farmers Financial Solutions, LLC San Pablo CA 2089 Vale Rd",snguyen@farmersagent.com,,Salesforce
10951957,Inactive Investor,Kevin Mace,,Thrivent Investment Management Inc.,kevin.mace@thrivent.com,,Salesforce
11053474,Inactive Investor,Jared Tanimoto,Chief Compliance Officer;Financial Advisor;President,Sedai Wealth Partners LLC,jared@sedaiwealth.com,,Salesforce
11221770,,Stephen Frank,,,sfrank@cfnmail.com,,List Import
10819953,Inactive Investor,Rola Hajeb,Chief Compliance Officer;Managing Director;Principal;Shareholder,Emerald Blue Advisors,rola@eba.us.com,,Salesforce
10843728,Inactive Investor,James Bingham,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue OH 1110 Castalia St",james.w.bingham@ampf.com,,Salesforce
11037389,Inactive Investor,Jeong Kim,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,,,Salesforce
11109781,Inactive Investor,Jay Agarwal,Financial Advisor,LPL Financial LLC Chicago IL 111 N Wabash Ave,jay.agarwal@lpl.com,,Salesforce
10813354,Inactive Investor,Matthew Bragg,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,matthew.bragg@ubs.com,,Salesforce
11091254,Inactive Investor,Julia Reilly,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,,,Salesforce
351492,,Anthony Cersosimo,Junior Quantitative Analyst,"Equitycompass Investment Management, Llc",cersosimoa@stifel.com,443-224-1231,Manual List Upload
10880224,Inactive Investor,David Deweese,,Cetera Investment Services LLC Tampa FL 100 N Tampa St,,,Salesforce
11186656,Inactive Investor,Luis Amezcua,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,luis.amezcua@primerica.com,,Salesforce
11211196,Inactive Investor,Ryan Miracle,,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",,,Salesforce
10908507,Inactive Investor,Molly Rambo,,LPL Financial LLC Narragansett RI 21 Gibson Ave,molly.rambo@lpl.com,,Salesforce
374753,Inactive Investor,Joe Miraglia,,Citigroup,joseph.miraglia@citi.com,,
10760473,Inactive Investor,Miguel Zorrilla,Advisor,Morgan Stanley Austin TX 8701 Bee Caves Rd,miguel.zorrilla@morganstanley.com,,Salesforce
11031252,Inactive Investor,Rodney Brewster,,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10843648,Inactive Investor,Ronald Rakoover,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",ron.rakoover@wellsfargoadvisors.com,,Salesforce
352985,,Michael Popow,Managing Director,Centurion Global Management,michael.popow@gmail.com,,Event
11202738,Inactive Investor,Lindsay Maher,Regional Leader,PFS Investments Inc. Urbandale IA 3220 100th St,lindsay.maher@primerica.com,,Salesforce
10752342,Inactive Investor,Henry Roy,,"Wells Fargo Advisors Financial Network, LLC Mansfield MA 20 Cabot Blvd",hroy@wfafinet.com,,Salesforce
11146575,Inactive Investor,David Hodges,Chief Compliance Officer;Managing Member;Owner;Principal,Integra Wealth,david@integrawealth.com,,Salesforce
10936240,Inactive Investor,Serge Mallat,Wealth Advisor,"OneAmerica Securities, Inc. Wildwood FL 4076 E State Road 44",,,Salesforce
334007,,Edward Wong,Shareholder Class B,Colchester Global Investors,ewong@colchesterglobal.com,011-442-072926920,Manual List Upload
10786436,Inactive Investor,Cody Mason,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,cody.mason@fidelity.com,,Salesforce
10830995,Inactive Investor,Justin Capone,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9548910,,Steven Gibata,,,stevegibata@yahoo.com,,List import
9600724,,Chris Parker,,,cparker@flputnam.com,,List import
10758765,Inactive Investor,Thomas Marsico,Chief Executive Officer;Chief Investment Officer;Founder;President,"Marsico Capital Management, LLC",,,Salesforce
9604362,,William McGunagle,,,acelticone@aol.com,,List import
10759421,Inactive Investor,Philip Pascarella,Associate Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Morristown NJ 67 E Park Pl",philip.pascarella@benjaminfedwards.com,,Salesforce
11199047,Inactive Investor,Christine Garrison,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,christine.garrison@jpmorgan.com,,Salesforce
187028,,Ji Oh Yoo,,[Unknown],jioh.yoo@gmail.com,,source
11195472,Inactive Investor,Anthony Marotti,Private Wealth Advisor,Integrated Wealth Concepts LLC Franklin Lakes NJ 851 Franklin Lake Rd,,,Salesforce
11092233,Inactive Investor,Dominic Riccardo,,"ValMark Securities, Inc. Cleveland OH 6685 Beta Dr",,,Salesforce
9632207,,TAMAS SOMOGYI,,,protraderbookpty@gmail.com,,List import
10875004,Inactive Investor,Corey Burgess,Financial Advisor,"Ameriprise Financial Services, LLC Nashua NH 80 Main St",corey.burgess@ampf.com,,Salesforce
10824046,Inactive Investor,Matthew Schwartz,Financial Advisor,Edward Jones Syracuse IN 104 E Main St,,,Salesforce
11164322,Inactive Investor,Charles Marselli,Vice President,LPL Financial LLC Dallas TX 11300 N Central Expy,charles.marselli@lpl.com,,Salesforce
10990756,Inactive Investor,Logan Burns,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",logan.burns@nm.com,,Salesforce
11217347,,Joshua Wells,,,joshua.wells@mutualofomaha.com,,Other
9556588,,Norman Sandino,,,norman.sandino@suntrust.com,,List import
11113089,Inactive Investor,Denise Wine,Financial Advisor;First Vice President,Morgan Stanley Newtown Square PA 3803 W Chester Pike,denise.wine@morganstanley.com,,Salesforce
90957,,Nancy Estep,,Source First Inc,nancy@bluerocksearch.com,9419153640,
10910635,Inactive Investor,William Green,Financial Advisor;Wealth Advisor,Oxinas Partners Wealth Management,bgreen@oxinaspartners.com,,Salesforce
9578916,,Evgeniy Yashin,,,eyashin@krasneyfinancial.com,,List import
11125035,Inactive Investor,Nicholas Foster,Branch Manager,"Wells Fargo Clearing Services, LLC Fredericksburg VA 5636 Plank Rd",nicholas.foster@wellsfargoadvisors.com,,Salesforce
11138668,Inactive Investor,Karri Hill,Financial Professional,LPL Financial LLC Tempe AZ 8400 S Kyrene Rd,karri.hill@lpl.com,,Salesforce
9546218,,Keith Harmon,,,keith.harmon@gmail.com,,List import
10841892,Inactive Investor,Robert Queener,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,robert.queener.rx6x@statefarm.com,,Salesforce
9564812,,Minh Le,,,miccyle@gmail.com,,List import
11102157,Inactive Investor,Carl Wachholz,,PFS Investments Inc. Burnsville MN 1500 McAndrews Rd W,carl.wachholz@primerica.com,,Salesforce
9602269,,Daniel Catone,,,daniel@myredwoodinvestments.com,,List import
10618756,,Margaret Krummel,,,maggie.krummel@morganstanley.com,,List Import
10983338,Inactive Investor,Chelsea Wilson,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
237841,, -,,[[Unknown]],scpoolman@hotmail.com,,
10951143,Inactive Investor,Richard Wilson,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
11063183,Inactive Investor,Kenneth Cordella,,Advisory Services Network Souderton PA 751 Wambold Rd,,,Salesforce
10847084,Inactive Investor,Richard Bertuola,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC McAdoo PA 8 W Blaine St",richard.x.bertuola@ampf.com,,Salesforce
10997250,Inactive Investor,Mayu Daley,,"Avantax Investment Services, Inc. Irvine CA 530 Technology Dr",,,Salesforce
9561428,,James Contino,,,james.contino@valic.com,,List import
10803500,Inactive Investor,Dyanna Bogaert,Financial Advisor,Edward Jones Eden NC 430B W Kings Hwy,hope.bogaert@edwardjones.com,,Salesforce
9562580,,D S,,,dannysim@mac.com,,List import
205486,,Naveed Sheikh,,Prisms International,sheikhnaveed13@yahoo.com,,Direct
233764,, -,,[[Unknown]],elyud@pm.me,,
229541,, -,,[[Unknown]],vohathu@gmail.com,,Organic Search
10853479,Inactive Investor,Weiwei Jin,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 5029 Corporate Woods Dr",weiwei.x.jin@ampf.com,,Salesforce
10811928,Inactive Investor,Anthony Corio,Investment Advisor,Park Avenue Securities LLC King of Prussia PA 150 S Warner Rd,anthony_corio@glic.com,,Salesforce
10977320,Inactive Investor,Fabrice Montissol,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,fmmontissol@ft.newyorklife.com,,Salesforce
11105286,Inactive Investor,Lance Hamman,Financial Associate,Thrivent Investment Management Inc. Milbank SD 409 S Main St,lance.hamman@thrivent.com,,Salesforce
10926827,Inactive Investor,Kenneth Kellner,Financial Advisor,LPL Financial LLC Littleton CO 2679 W Main St,john.kellner@lpl.com,,Salesforce
10964445,Inactive Investor,Matthew Pike,,"Wells Fargo Clearing Services, LLC Bradenton FL 1700 59th St W",,,Salesforce
11158527,Inactive Investor,Terry Lyon,President,"Breakforth Investment Management, Inc Pittsburgh PA 410 Almar Dr",,,Salesforce
9584838,,Cory Park,,,corydpark@icloud.com,,List import
10489653,,Thomas Casey,Associate Investment Counselor,Fisher Investments,kcthomas3030@gmail.com,,List Import
11119707,Inactive Investor,Vyom Vyas,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",vyom.vyas@tiaa.org,,Salesforce
9591853,,Robert Jones,,,jonesarmy@gmail.com,,List import
11042365,Inactive Investor,June Scortino,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",june.scortino@prudential.com,,Salesforce
11179258,Inactive Investor,Lawrence Perl,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,lawrence.perl@morganstanley.com,,Salesforce
350989,,David Shnitkin,Coporate Controller,"Carl Marks Management Company, Llc",dshnitkin@carlmarks.com,212-909-8400,Manual List Upload
11194787,Inactive Investor,Jennifer De Thomas,Owner,"Birch Elliott Financial, LLC",,,Salesforce
9647399,,Titan Node,,,hello@titan-node.com,,List import
11037831,Inactive Investor,Matthew Lloyd,Associate Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",matthew.lloyd@wfafinet.com,,Salesforce
9586695,,James Warburton,,,james.warburton@unitedcp.com,,List import
10657899,,Heather Bulow,,,hmanning@williamblair.com,,List Import
216870,,Nick Elward,Head of ETFs,Natixis Investment Managers,nick.elward@ngam.natixis.com,,Event
9628201,,anthony burt,advisor,pnc,anthony.burt@pnc.com,7249821113,List import
217988,,Alvin Smith,,[Unknown],alvin.smith7733@gmail.com,,1440
11198396,Inactive Investor,Caterina Prestia,,Perella Weinberg Partners LP,cprestia@pwpartners.com,,Salesforce
11138452,Inactive Investor,Danny Brown,Financial Professional,"Pruco Securities, LLC. Selma NC 571 Napoleon Rd",danny.brown@prudential.com,,Salesforce
10980879,Inactive Investor,Robin Huang,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11188967,Inactive Investor,Stephen List,,"Equitable Advisors, LLC Frankenmuth MI Private Residence",stephen.list@equitable.com,,Salesforce
10823741,Inactive Investor,Vanessa Wilson,,LPL Financial LLC Chicago IL 320 S Canal St,vanessa.wilson@lpl.com,,Salesforce
2445274,,Bryan Tamietti,,,bti@oquirrh.com,,
9586222,,elisa halim,,,elisa.halim.bh@gmail.com,,List import
10977105,Inactive Investor,Jacob Brown,Financial Advisor,"Voya Financial Advisors, Inc. Medford OR 724 S Central Ave",jbrown@voyafa.com,,Salesforce
238560,,j_macdon@bellsouth.net MACDONALD,,[Unknown],j_macdon@bellsouth.net,,source
11015434,Inactive Investor,Richard Pfeil,Senior Vice President,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,rpfeil@rwbaird.com,,Salesforce
10981804,Inactive Investor,Jacob Baker,Financial Advisor,Thrivent Investment Management Inc. Detroit MI 400 Renaissance Ctr,jake.baker@thrivent.com,,Salesforce
11231162,Inactive Investor,Pell White,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
10487067,,Bin K Nguyen,Executive Director,J.P. Morgan Securities LLC,bin.k.nguyen@jpmorgan.com,,List Import
11079113,Inactive Investor,Athanasios Loukas,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11020696,Inactive Investor,Pablo Baerga Cardona,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10842721,Inactive Investor,Candace Seto,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",cseto@financialguide.com,,Salesforce
11050437,Inactive Investor,Michael Elfers,Chief Compliance Officer;Founder;Managing Member,Irvington Capital LLC,melfers@irvingtoncapital.com,,Salesforce
11016193,Inactive Investor,John Moore,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",,,Salesforce
10940466,Inactive Investor,Spencer Williamson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10964325,Inactive Investor,Christopher Hueth,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,,,Salesforce
11162788,Inactive Investor,Cody Borsellino,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",cody.borsellino@robinhood.com,,Salesforce
11119194,Inactive Investor,W Link,Managing Member,"USAdvisors Wealth Management, LLC",jlink@usadvisorsnetwork.com,,Salesforce
11187791,Inactive Investor,Elizabeth Crawley,,"TIAA-CREF Individual & Institutional Services, LLC East Lansing MI 4660 S Hagadorn Rd",elizabeth.crawley@tiaa.org,,Salesforce
9609688,,Lisa Ye,,,lisa.ye.nyc@gmail.com,,List import
334607,,Mallory Sannella,Executive Assistant,"Shp Wealth Management, Llc",mallorys@shpne.com,508-746-2400,Manual List Upload
10901443,Inactive Investor,Sean Von Manowski,Financial Advisor,Edward Jones Englewood CO 333 W Hampden Ave,sean.vonmanowski@edwardjones.com,,Salesforce
11180451,Inactive Investor,Susan Weber,,LPL Financial LLC Albuquerque NM 3707 Juan Tabo Blvd NE,,,Salesforce
11184172,Inactive Investor,Marc Pasquariello-Williams,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Denver CO 1801 California St",marc.pasquariello-williams@rbc.com,,Salesforce
11121375,Inactive Investor,Kate Kim,,J.P. Morgan Securities LLC New York NY 277 Park Ave,kate.kim@jpmorgan.com,,Salesforce
11041029,Inactive Investor,Maria Jarrin,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",maria.jarrin@nm.com,,Salesforce
11207261,Inactive Investor,George Yezbak,Vice President,J.P. Morgan Securities LLC Newport Beach CA 660 Newport Center Dr,george.r.yezbak@jpmorgan.com,,Salesforce
11080370,Inactive Investor,Zulema Gutierrez,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,zulema.gutierrez@ubs.com,,Salesforce
11185122,Inactive Investor,Tami Duvall,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,tduvall@ft.newyorklife.com,,Salesforce
9606425,,Cory Bunce,,,cory.bunce@point72.com,,List import
10659922,,David Vanisko,,,dvanisko@calamos.com,,List Import
10995224,Inactive Investor,Tara Lavarias,Senior Sales Support Associate,"Pruco Securities, LLC. Bakersfield CA Private Residence",tara.lavarias@prudential.com,,Salesforce
10967268,Inactive Investor,Allyson Peracca,,"Osaic FA, Inc. San Francisco CA 44 Montgomery St",allyson.peracca@lfg.com,,Salesforce
10661690,,Monarch Bhatt,,,mbhatt@ascentwithus.com,,List Import
11170091,Inactive Investor,Christopher Milanesi,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.milanesi@fidelity.com,,Salesforce
10883000,Inactive Investor,Elisha Mcginnis,Vice President,Morgan Stanley,,,Salesforce
9587696,,Gregory Vagnati,,,gvagnati@hotmail.com,,List import
11027917,Inactive Investor,Jenny Cadet,,J.P. Morgan Securities LLC Orange NJ 300 Main St,jenny.cadet@jpmorgan.com,,Salesforce
10926863,Inactive Investor,Charles Morris,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,charles.morris@primerica.com,,Salesforce
5021145,,jan lin,,,gejaf32843@lance7.com,,Web Form Fillout
10773222,Inactive Investor,Matthew Currie,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",mcurrie@ml.com,,Salesforce
11254760,Inactive Investor,James Horgan,Branch Office Manager,Janney Montgomery Scott LLC Purchase NY 1 Manhattanville Rd,jhorgan@janney.com,,Salesforce
11173389,Inactive Investor,Joseph Vita,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",joe.vita@schwab.com,,Salesforce
10820765,Inactive Investor,Gabriel Balderas,,"Wells Fargo Clearing Services, LLC Midlothian VA 13530 Midlothian Tpke",gabriel.balderas@wellsfargoadvisors.com,,Salesforce
9625431,,David Holan,,,david.holan@lpl.com,,List import
10984837,Inactive Investor,Troy Riley,Senior Team Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11014886,Inactive Investor,Angela Fernandez,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",angela.n.fernandez@bofa.com,,Salesforce
11209771,Inactive Investor,Jennifer Reissman,,LPL Financial LLC Crown Point IN 10705 Broadway,jennifer.reissman@lpl.com,,Salesforce
11147959,Inactive Investor,Amanda Hayes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,amanda.hayes@fidelity.com,,Salesforce
10908710,Inactive Investor,Tosheika Gatlin-Wilmore,,PFS Investments Inc. McDonough GA 2020 Avalon Pkwy,tosheika.gatlinwilmore@primerica.com,,Salesforce
207968,,Gina Costello,"Managing Director, Wealth Advisor","First Republic Investment Management, Inc.",gcostello@firstrepublic.com,617-737-1828,
10961844,Inactive Investor,Christian Fezatte,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11189878,Inactive Investor,Charles Gavlak,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11200557,Inactive Investor,Leanne Williams,,"Parkland Securities, LLC Visalia CA 406 W School Ave",lwilliams@parklandrep.com,,Salesforce
10807370,Inactive Investor,John Cooke,,"Sanctuary Securities, Inc. Indianapolis IN 9340 Priority Way West Dr",jcooke@sanctuarywealth.com,,Salesforce
11040564,Inactive Investor,Mark Taylor,,PFS Investments Inc. Houston TX 7211 Regency Square Blvd,,,Salesforce
10596855,Inactive Investor,Jill Martin,Associate,Jill Martin,,,Salesforce
11013073,Inactive Investor,Patricia Kerman,,"U.S. Bancorp Advisors, LLC Palm Desert CA 36975 Cook St",,,Salesforce
9586855,,Thomas Finn,,,tfinn@mjxam.com,,List import
10774111,Inactive Investor,Joseph Cali,National Sales Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",joseph.cali@schwab.com,,Salesforce
10914564,Inactive Investor,Eric Loftus,Financial Advisor;Senior Portfolio Manager,"Wealth Dimensions Group, Ltd.",eloftus@wealthdimensions.com,,Salesforce
10835692,Inactive Investor,Bruce Scott,Financial Advisor,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",bruce.scott@wellsfargoadvisors.com,,Salesforce
10995213,Inactive Investor,Chelsea Beltre,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brandon FL 300 S Parsons Ave",,,Salesforce
11164695,Inactive Investor,Michael Plesh,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",michael.plesh@ml.com,,Salesforce
9622369,,samuel suris,,,samo.duris@gmail.com,,List import
10808283,Inactive Investor,Stephen McFadden,Financial Consultant,LPL Financial LLC Plattsburgh NY 524 State Rte 3,stephen.mcfadden@lpl.com,,Salesforce
9641338,,michael chrysler,,,m.chrysler@matrix-am.com,,List import
215129,,Nick Angelini,,[Unknown],na1303@gmail.com,,Paid Social
10916105,Inactive Investor,John Diamond,Wealth Manager,Commonwealth Financial Network Natick MA 190 N Main St,,,Salesforce
10988979,Inactive Investor,Amanda Roark,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",,,Salesforce
11009874,Inactive Investor,Stephanie Slappendel-Modean,,"Osaic Wealth, Inc. Windsor CT 14 Maple Ave",,,Salesforce
11083251,Inactive Investor,Luke Allen,,Commonwealth Financial Network Norwell MA 46 Accord Park Dr,lallen@commonwealth.com,,Salesforce
10894208,Inactive Investor,Philip Neumann,,Morgan Stanley Napa CA 700 Main St,,,Salesforce
10939999,Inactive Investor,Michael Malouf,Financial Consultant Trainee;Investor Development,"Charles Schwab & Co., Inc. Oakland CA 180 Grand Ave",,,Salesforce
210202,,Tim Smigelski,,Morgan & Ward Endeavors LLC,timsmig@me.com,2158801100,
10644814,,Ulises Ruelas,,,ulises.ruelas@nm.com,,List Import
10759339,Inactive Investor,Eliot Mote,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",emote@tiaa-cref.org,,Salesforce
11220959,,Clarke Leaverton,,,cleaverton@firstrepublic.com,,List Import
10915330,Inactive Investor,Jason Levine,,Lincoln Investment Waltham MA 95 Sawyer Rd,jlevine@lincolninvestment.com,,Salesforce
10900985,Inactive Investor,Lauren Chavez,Wealth Advisor,"Ironwood Wealth Management, LLC",lchavez@ironwoodwm.com,,Salesforce
238927,,Caleb Nicasio,,United States,calebonthe33@gmail.com,,
11016598,Inactive Investor,Antonio Olivares,,J.P. Morgan Securities LLC Long Beach CA 5200 E 2nd St,antonio.olivares@chase.com,,Salesforce
11143330,Inactive Investor,Vehantre Brown,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",vehantre.brown@ml.com,,Salesforce
11143737,Inactive Investor,Dale Vernon,,"Sanford C. Bernstein & Co., LLC Cleveland OH 127 Public Sq",,,Salesforce
11028629,Inactive Investor,Robert Weinstein,Private Wealth Advisor,Round Rock Advisors LLC,rweinstein@roundrockadvisors.com,,Salesforce
11142823,Inactive Investor,William Skomrock,Financial Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",william.j.skomrock@ampf.com,,Salesforce
11094187,Inactive Investor,Kenneth Wilkerson,,PFS Investments Inc. Frederick MD 5300 Westview Dr,kwilkerson.4sfgm@primerica.com,,Salesforce
9415781,,Daniel Clark,,Daniel Clark,dancni6@gmail.com,,List Import
11134501,Inactive Investor,Daniel Brown,,"Arete Wealth Management, LLC",daniel.brown@aretewealth.com,,Salesforce
10803664,Inactive Investor,Brent Stern,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Louisville KY 4969 US Hwy 42,brent.stern@morganstanley.com,,Salesforce
11174078,Inactive Investor,Kendra Miles,Chief Financial Officer,Sutro Advisors San Francisco CA 1795 Union St,,,Salesforce
10875745,Inactive Investor,Frank Uribe,,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",furibe@royalaa.com,,Salesforce
11170805,Inactive Investor,Hannah Belin,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9579816,,Nathan Kibler,,,nkibler@financialguide.com,,List import
9597632,,Adam Peters,,,adam.peters@hansonmcclain.com,,List import
10583276,,Imam nurohman Imam,,,imam@gmail.com,,Web Form Fillout
10800838,Inactive Investor,Paula Davis,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",paula_e_davis@ml.com,,Salesforce
11057134,Inactive Investor,Matthew Posch,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",matthew.posch@ampf.com,,Salesforce
9614434,,Pamela Calaquian,,,pamela.calaquian@verizon.net,,List import
10818538,Inactive Investor,Ramiro Ramirez,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11219293,,Keith Feldman,,,keith.feldman@coloradofsc.com,,Other
11022540,Inactive Investor,Leisl Dodson,,"J.W. Cole Financial, Inc. Spring TX 25025 Interstate 45",,,Salesforce
9636094,,Emily Schopper,,,eschopper@steppandrothwell.com,,List import
11212254,Inactive Investor,Claudio Simoes,Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",claudio.simoes@alexbrown.com,,Salesforce
9541686,,Kenneth Richards,,,ken@krichardsoffice.com,,List import
11102930,Inactive Investor,Cynthia Swoyer,,PFS Investments Inc. Urbandale IA 3220 100th St,cswoyer@primerica.com,,Salesforce
11090550,Inactive Investor,Sherri Ottersberg,,Edward Jones Lincoln NE 3520 Village Dr,sherri.ottersberg@edwardjones.com,,Salesforce
10886766,Inactive Investor,Renae Spehn,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",renae.spehn@rbc.com,,Salesforce
10807018,Inactive Investor,David Schreck,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",,,Salesforce
11036478,Inactive Investor,Jeffrey Cavett,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",jeff.cavett@nm.com,,Salesforce
10965596,Inactive Investor,Sawyer Sams,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",sawyer.sams@nm.com,,Salesforce
11038833,Inactive Investor,Jessie Harris,,Commonwealth Financial Network Cary NC 1143 Executive Cir,jharris@commonwealth.com,,Salesforce
9602247,,David Barnes,,,dbarnes@hfw1.com,,List import
4813981,,seak tom,,,dobevav199@harcity.com,,Web Form Fillout
9553080,,Steven Singer,,,smsinger@unitedplanners.com,,List import
11121055,Inactive Investor,David Walker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 125 Town Square Pl",,,Salesforce
10956686,Inactive Investor,Armani Chambers,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",armani.chambers@tiaa.org,,Salesforce
11211001,Inactive Investor,Tara Grill,Associate,Thrivent Investment Management Inc. Bedford TX 1105 Bedford Rd,,,Salesforce
9600322,,Malcolm Appelbaum,,,mal@gemspring.com,,List import
10971908,Inactive Investor,Amy Morris,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,amy_morris@vanguard.com,,Salesforce
10787279,Inactive Investor,Lyle Litzenberger,,"Geneos Wealth Management, Inc. Kutztown PA Private Residence",,,Salesforce
10911256,Inactive Investor,Mitchell Belella,,LPL Financial LLC Hagerstown MD 1110 Opal Ct,mitchell.belella@lpl.com,,Salesforce
10825518,Inactive Investor,Joseph Cariello,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",joseph.k.cariello@wellsfargoadvisors.com,,Salesforce
10795660,Inactive Investor,Shawn Foster,,"Ameritas Investment Company, LLC Dallas TX 17300 Preston Rd",sfoster@ameritas.com,,Salesforce
9635618,,Robert Deangelis,,,robert_deangelis@keybank.com,,List import
10894800,Inactive Investor,Dongyue Jiang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10852185,Inactive Investor,George Middleton,Financial Advisor;Owner;President,Middleton & Company,,,Salesforce
10956539,Inactive Investor,Marshall Lane,,"First Command Brokerage Services, Inc. Enterprise AL 116 S Main St",,,Salesforce
10992938,Inactive Investor,Darren Godsell,Investment Advisor,"MIO Partners, Inc.",darren_godsell@miopartners.com,,Salesforce
10882718,Inactive Investor,Michael Chiu,,J.P. Morgan Securities LLC Plano TX 4001 W Park Blvd,michael.h.chiu@jpmorgan.com,,Salesforce
9604718,,Cherita Ford,,,jervonford@gmail.com,,List import
11009946,Inactive Investor,Gregory Sivaslian,,"Osaic Wealth, Inc. Monte Sereno CA Private Residence",,,Salesforce
10945877,Inactive Investor,Abigail Lydey,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11159202,Inactive Investor,Donald Klaas,Financial Representative,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",donald.klaas@nm.com,,Salesforce
10817069,Inactive Investor,Douglas Sklar,Financial Advisor,Edward Jones Omak WA 646 Okoma Dr,doug.sklar@edwardjones.com,,Salesforce
10762364,Inactive Investor,Ringo Lu,Assistant Vice President;Director - Investments,Morgan Stanley New York NY 55 E 52nd St,ringo.lu@morganstanleypwm.com,,Salesforce
11018636,Inactive Investor,Yair Avila,,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,,,Salesforce
10883112,Inactive Investor,Klay Spiller,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",klay.spiller@schwab.com,,Salesforce
11069629,Inactive Investor,Michael Newman,Financial Advisor;Portfolio Manager,Morgan Stanley Fairhope AL 7530 Parker Rd,michael.newman@morganstanley.com,,Salesforce
10916671,Inactive Investor,Joel Stilwell,Chief Compliance Officer;Owner,Rosenblum Silverman Sutton Sf Inc,jstilwell@rssic.com,,Salesforce
10507629,,Abhishek Kumar,,,abhi.kumar.contact@gmail.com, +6596547254,Web Form Fillout
11136853,Inactive Investor,Mark Sanborn,Head - Global Wealth Management;Managing Director,UBS Financial Services Inc.,,,Salesforce
11129048,Inactive Investor,Anna Martinez,,"CapFinancial Securities, LLC.",,,Salesforce
10644855,,Nick Jachim,,,njachim@stout.com,,List Import
11029836,Inactive Investor,Pablo Alvarado,Financial Advisor;Registered Principal,LPL Financial LLC Annapolis MD 416 Cranes Roost Ct,pablo.alvarado@lpl.com,,Salesforce
10774418,Inactive Investor,Kenneth Pallach,Financial Advisor;First Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,kenneth.pallach@morganstanley.com,,Salesforce
10900354,Inactive Investor,Scott Hernandez,Financial Consultant;Vice President,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",scott.hernandez@equitable.com,,Salesforce
11034815,Inactive Investor,Mark Fontana,Financial Consultant,"Ameriprise Financial Services, LLC Fort Myers FL 12581 New Brittany Blvd",mark.fontana@ampf.com,,Salesforce
10971730,Inactive Investor,Jacob Klarich,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jacob_klarich@vanguard.com,,Salesforce
348613,,Edward Dunphy,"Financial Advisor, Managing Director, Vice President, Wealth Advisor",Mercer Global Advisors Inc.,edunphy@merceradvisors.com,(800) 934-4448,
9610106,,Woo Jeong Yang,,,wjyang0126@gmail.com,,List import
49005,,Rochelle Dungca-Schreiber,,"CUSO Financial Services, L.P.",rdungca@cusonet.com,858-530-4400,
11046402,Inactive Investor,Ryan Cooper,,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,ryan.c.cooper@chase.com,,Salesforce
10996381,Inactive Investor,Massimo Marchesini,,J.P. Morgan Securities LLC Madison WI 3052 Cahill Main,massimo.marchesini@jpmorgan.com,,Salesforce
11147988,Inactive Investor,Sarah Cote,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,smcote@ft.newyorklife.com,,Salesforce
10834674,Inactive Investor,Richard Barron,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",rick.barron@wellsfargo.com,,Salesforce
10848396,Inactive Investor,Brock Williamson,Chief Compliance Officer;Founder;Owner;President;Principal,"Promontory Financial Planning, LLC",brock@promontoryfp.com,,Salesforce
11067203,Inactive Investor,John Spindler,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.spindler@fidelity.com,,Salesforce
9570143,,Kam Singh,,,kams8122@gmail.com,,List import
11085733,Inactive Investor,Allison Rawlings,Investment Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,allison.rawlings@jpmorgan.com,,Salesforce
11085303,Inactive Investor,Jefferson Jarrell,Financial Professional,"MML Investors Services, LLC Hilliard OH 4094 Main St",jjarrell@financialguide.com,,Salesforce
9607229,,John Torres,,,cryptoini@gmail.com,,List import
10792796,Inactive Investor,Paul Scoggins,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"ICOM Advisors, LLC",,,Salesforce
11159685,Inactive Investor,Sean Su,,"RBC Capital Markets, LLC",,,Salesforce
10936714,Inactive Investor,Pamela Plick,Chief Compliance Officer;Founder;Managing Member;Owner,Pamela Plick Wealth Management LLC,pamela@pamelaplick.com,,Salesforce
11094404,Inactive Investor,Michael Fasano,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",michael.fasano@ampf.com,,Salesforce
10903182,Inactive Investor,Bennett MacDougall,General Counsel,Beacon Trust,bennett.macdougall@beacontrust.com,,Salesforce
10970669,Inactive Investor,Tyler Kubik,,"Principal Securities, Inc.",kubik.tyler@principal.com,,Salesforce
10909022,Inactive Investor,David Hammer,Chief Compliance Officer;Financial Advisor;Owner;President,"Hammer Advisory Services, Inc.",david.hammer@hammeradvisory.com,,Salesforce
5746123,,Emily Laermer,,Ignites,elaermer@ignites.com,2125421226,Web Form Fillout
10780778,Inactive Investor,Jesse Burr,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Des Moines IA 5901 Mills Civic Pkwy",jesse.burr@schwab.com,,Salesforce
11114854,Inactive Investor,Jeffrey Maitland,,The Huntington Investment Company Columbus OH 800 High St,,,Salesforce
10614383,,Michael McSweeney,Financial Advisor,,michael_mcsweeney@glic.com,,List Import
11220690,,Brian Quill,,,bquill@bokf.com,,Other
9548977,,Anthony Howell,,,tnbhowell@yahoo.com,,List import
10911393,Inactive Investor,Alexis Pigg,,"Sanctuary Securities, Inc. Diboll TX 415 S 1st St",apigg@sanctuarywealth.com,,Salesforce
11187951,Inactive Investor,Teresa Scagnoli,,"M Holdings Securities, Inc. Newport Beach CA 895 Dove St",teresa.scagnoli@mfin.com,,Salesforce
10886125,Inactive Investor,Zhe Li,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,zhe.l.li@chase.com,,Salesforce
10779179,Inactive Investor,Ian Bishop,Financial Advisor,"Ameriprise Financial Services, LLC Upland CA 440 N Mountain Ave",ian.d.bishop@ampf.com,,Salesforce
197480,,Sheila Chalfie,,[Unknown],limitlessmedinc@gmail.com,,Direct
11156447,Inactive Investor,Stephen Reinhard,,Goldman Sachs & Co.,stephen.reinhard@gs.com,,Salesforce
11010077,Inactive Investor,Noah Gonzalez,,PFS Investments Inc. Santa Fe Springs CA 11823 Slauson Ave,ngonzalez@primerica.com,,Salesforce
229918,, -,,[[Unknown]],muratmozkan@gmail.com,,Organic Search
11150288,Inactive Investor,Mario Yearwood,Financial Advisor,"Pruco Securities, LLC. Houston TX 1233 West Loop S",mario.yearwood@prudential.com,,Salesforce
11199082,Inactive Investor,James Williams,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
11057538,Inactive Investor,Jeffery Carson,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",,,Salesforce
10997005,Inactive Investor,Travis Clemons,,"CUSO Financial Services, L.P. Spokane WA 9 S Washington St",,,Salesforce
10943439,Inactive Investor,Bryan Taylor,Financial Advisor;Vice President,Oak Street Advisors Mount Pleasant SC 222 W Coleman Blvd,bryan@oakadvisors.com,,Salesforce
10765179,Inactive Investor,Ian Fischler,Financial Advisor;Global Sports and Entertainment Director;Insurance Planning Director;Senior Portfolio Manager;Senior Vice Pres,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,ian.fischler@morganstanley.com,,Salesforce
11073528,Inactive Investor,Christopher Andrew,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint George UT 1 S Main St",chris.andrew@wellsfargoadvisors.com,,Salesforce
9615355,,Tamilla Rustamova,,,rustamilla@yahoo.com,,List import
11100863,Inactive Investor,John Royen,,"Avantax Investment Services, Inc. Las Vegas NV 340 E Warm Springs Rd",,,Salesforce
11203145,Inactive Investor,Ryan Snyder,Partner,Infinity Advisory Group,,,Salesforce
1003810,Inactive Investor,Scott Werneburg,,Scott Werneburg,scott.werneburg@gmail.com,203-505-2244,Organic Search
10896111,Inactive Investor,Stephen Yarmesch,Chief Compliance Officer;Managing Member;President,"Riverview Research, LLC",syarmesch@riverviewresearch.com,,Salesforce
11110434,Inactive Investor,Kenneth Canepa,Investment Manager;President,Union Capital Management Corp,,,Salesforce
11199590,Inactive Investor,Robert Atkins,Financial Advisor,Alpha Wealth Management and Planning LLC Santa Rosa CA 902 Stevenson St,jack@alphawmp.com,,Salesforce
11061310,Inactive Investor,Mary Fordney,,Santander Securities LLC Denville NJ 73 Diamond Spring Rd,mary.fordney@santanderinvestments.com,,Salesforce
10971507,Inactive Investor,Michael Timmons,,SECU Brokerage Services Hendersonville NC 1377 Asheville Hwy,michael.timmons@ncsecu.org,,Salesforce
9608294,,EDWARD RULENZ,,,pbeddie@yahoo.com,,List import
10768969,Inactive Investor,Matthew Kiely,,Morgan Stanley Chicago IL 10 S Riverside Plz,matthew.kiely@morganstanley.com,,Salesforce
10618113,,Benjamin Weinberger,,,benjamin.weinberger@ceterainvestors.com,,List Import
10932801,Inactive Investor,Raymond Passero,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",raymond.passero@prudential.com,,Salesforce
11043495,Inactive Investor,Caylin Haxel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",caylin.c.haxel@ml.com,,Salesforce
11160680,Inactive Investor,Jeffrey Guy,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Verdura Wealth Management, LLC Farmington Hills MI 31886 Northwestern Hwy",jguy@veritascapital.net,,Salesforce
221486,,Schmidt Veras,,[Unknown],schmidt524@outlook.com,,
10820620,Inactive Investor,Molly Little,,"Raymond James & Associates, Inc. Tampa FL 3810 Northdale Blvd",molly.little@raymondjames.com,,Salesforce
11136085,Inactive Investor,Tom Cowell,Financial Advisor,Edward Jones Glen Carbon IL 4565 Benes Ave,tom.cowell@edwardjones.com,,Salesforce
11166028,Inactive Investor,Howell Harralson,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,howell.harralson@ubs.com,,Salesforce
10940205,Inactive Investor,Michael Caprai,,LPL Financial LLC Twin Falls ID 205 Shoshone St N,michael.caprai@lpl.com,,Salesforce
235282,, -,,[[Unknown]],cw4474@yahoo.com,,
11202215,Inactive Investor,Gardner Stratton,Managing Member,Stratton Lamb Advisors LLC,,,Salesforce
10977588,Inactive Investor,Myles Landau,,J.P. Morgan Securities LLC New Hyde Park NY 2360 Jericho Tpke,,,Salesforce
10966432,Inactive Investor,Matthew Browne,,Robert W. Baird & Co. Incorporated McLean VA 1775 Tysons Blvd,mbrowne@rwbaird.com,,Salesforce
9615868,,mag cooper,,,dhdhssgsjg591@gmail.com,,List import
11064113,Inactive Investor,Jeffrey Moeser,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
11165089,Inactive Investor,Jeffrey Mapstone,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",jeffrey.mapstone@equitable.com,,Salesforce
9570042,,Angela Wingerd,,,awingerd@massmutual.com,,List import
11149764,Inactive Investor,Kaylie Varner,Investment Consultant,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",,,Salesforce
9561413,,Tristan Hamilton,,,tristanhamilton86@gmail.com,,List import
11063974,Inactive Investor,Maria Colichio,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10815841,Inactive Investor,Thomas Fetsko,Financial Advisor,Edward Jones Waynesburg PA 61 W High St,tom.fetsko@edwardjones.com,,Salesforce
11036115,Inactive Investor,Michelle Gaiser,Senior Client Service Associate,"Raymond James & Associates, Inc. Bay City MI 122 Uptown Dr",michelle.gaiser@raymondjames.com,,Salesforce
11014608,Inactive Investor,Abigail Bannon,Private Client Associate,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,abannon@janney.com,,Salesforce
10798184,Inactive Investor,Brian Mague,First Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",brian.mague@wellsfargoadvisors.com,,Salesforce
219177,,Rodolfo de Oliveira,,[Unknown],torodolfo@gmail.com,,Direct
8481148,,Ebony Oguinn,,schwab,ebony.oguinn@schwab.com,,List Import
10821625,Inactive Investor,Charline Mayo,Financial Advisor,Edward Jones Columbia SC 4406 Forest Dr,charline.mayo@edwardjones.com,,Salesforce
11028263,Inactive Investor,Justin Schultes,,Cetera Advisor Networks LLC Cedar Rapids IA 835 3rd Ave SE,,,Salesforce
10831500,Inactive Investor,Brad Green,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",brad.green@ml.com,,Salesforce
10429380,,Ryan Landry,,,rl@broadhillcapital.com,,Web Form Fillout
11089130,Inactive Investor,June Bahr,Senior Client Service Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,june.bahr@ubs.com,,Salesforce
9548085,,Pei Ooi,,,pei.ooi@transamerica.com,,List import
10950233,Inactive Investor,Luther Baldridge,,PFS Investments Inc. Ridgeland MS 301 Highland Park Cv,luther.baldridge@primerica.com,,Salesforce
10926812,Inactive Investor,Anthony Pandolfi,,"Raymond James Financial Services, Inc. Buffalo NY 217 Linwood Ave",anthony.pandolfi@raymondjames.com,,Salesforce
10856663,Inactive Investor,Kenneth Wittenberg,,Wittenberg Investments Inc.,kenwittenberg@wittenberginvestments.com,,Salesforce
11122263,Inactive Investor,Monica Park,,Edward Jones Calumet OK Private Residence,,,Salesforce
9642238,,Kadek dwi Yoga antara,,,kadekyogaantara@yahoo.co.id,,List import
9574146,,John Paul Gregorio,,,johnpaulsgregorio@gmail.com,,List import
10813003,Inactive Investor,Thaddeus Podmokly,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,thaddeus.podmokly@primerica.com,,Salesforce
10801495,Inactive Investor,Jacques Cureton,Managing Partner,Interactive Financial Advisors Jacksonville FL 12724 Gran Bay Pkwy W,jcureton@swcares.com,,Salesforce
11101377,Inactive Investor,Tracey Dexter Bryan,,"IFG Advisory, LLC Columbus MS 2900 Bluecutt Rd",,,Salesforce
10485252,,Yavuz Kuyumcu,,,kuyumcu634@gmail.com,,Web Form Fillout
10793069,Inactive Investor,Brian Dawson,,"Raymond James Financial Services, Inc. Wilmington DE 1013 Centre Rd",brian.dawson@raymondjames.com,,Salesforce
9635225,,Riley Arens,,,rileya@wealthfirm.info,,List import
9632838,,June Zuo,,,junezuo@huataiusa.com,,List import
10856297,Inactive Investor,Michael Tuell,Financial Advisor,"Ameriprise Financial Services, LLC Bangor ME 23 Water St",michael.tuell@ampf.com,,Salesforce
11055988,Inactive Investor,Michael Wasylyshyn,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",mwasylyshyn@sequoia-financial.com,,Salesforce
10886148,Inactive Investor,Michael Tran,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,michael.tran@fmr.com,,Salesforce
10832908,Inactive Investor,Conan Ward,Financial Advisor,Edward Jones Wayne NJ 500 Valley Rd,conan.ward@edwardjones.com,,Salesforce
10800897,Inactive Investor,Alfred Soricelli,Financial Professional,"Equitable Advisors, LLC Port Saint Lucie FL 10815 SW Tradition Sq",alfred.soricelli@equitable.com,,Salesforce
9647534,,Prem Godha,,,godhapc@yahoo.com,,List import
9583137,,Mary Ellison,,,betsy.ellison@lfg.com,,List import
9647842,,Sean Gillooley,,,sgillooley@rbadvisors.com,,List import
11150783,Inactive Investor,William Carpenter,,"Centaurus Financial, Inc. Birmingham AL 4000 Eagle Point Corporate Dr",bcarpenter@cfiemail.com,,Salesforce
10798340,Inactive Investor,Gregory Wallace,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",greg.wallace@nm.com,,Salesforce
10961446,Inactive Investor,James Anderson,,"Bankers Life Securities, Inc. Naples FL 3555 Kraft Rd",james.anderson@bankerslife.com,,Salesforce
10913965,Inactive Investor,Scott Severson,Financial Advisor,LPL Financial LLC Roseau MN 102 2nd St SE,scott.severson@lpl.com,,Salesforce
9575780,,Laurie Girsky,,,laurie@gsquaredadvisory.com,,List import
10793771,Inactive Investor,Teresa Bear,Financial Advisor,Brookstone Capital Management LLC,,,Salesforce
10777605,Inactive Investor,Steven Claar,Financial Advisor;Private Wealth Analyst - Investments;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",steven_claar@ml.com,,Salesforce
10988017,Inactive Investor,Michael Keller,,LPL Financial LLC Sparta NJ 46 Wilson Dr,,,Salesforce
11117517,Inactive Investor,Heidi Kesner,Financial Advisor,Edward Jones North Port FL Private Residence,heidi.kesner@edwardjones.com,,Salesforce
11124253,Inactive Investor,Katie Bruno,,"Raymond James Financial Services, Inc. Omaha NE 11225 Davenport St",katie.bruno@raymondjames.com,,Salesforce
11113394,Inactive Investor,Laura Stotz,Assistant Vice President;Financial Advisor,Morgan Stanley Colchester VT 105 W View Rd,laura.stotz@morganstanley.com,,Salesforce
11004644,Inactive Investor,Richard Silman,Financial Advisor,Edward Jones Broken Arrow OK 24204 E Hwy 51,rick.silman@edwardjones.com,,Salesforce
11020945,Inactive Investor,Randolph Hill,,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",,,Salesforce
10486528,,Derek Childs,Senior Wealth Manager,"Howard Financial Services, Ltd.",derek.childs@hfs-wm.com,,List Import
344928,,Yoram Elnecave,Partner Relations Manager,Wiseam,yoram.elnecave@wiseam.fr,003-318-0980050,Manual List Upload
9582518,,Christopher Iansiti,,,iansiti@me.com,,List import
223103,,Christopher Fields,,[Unknown],christopher.fields.13@gmail.com,,Direct
9586589,,Richard Stebbins,,,rstebbins66@yahoo.com,,List import
10763273,Inactive Investor,Stan Seal,Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Senior Portfolio Manager;Senior Vice Pre,Morgan Stanley San Francisco CA 555 California St,stan.seal@morganstanley.com,,Salesforce
10823435,Inactive Investor,Randall Klibert,Financial Advisor,Edward Jones Dickinson TX 3509 Gulf Fwy,randy.klibert@edwardjones.com,,Salesforce
10614603,,Robin Oliver,Financial Advisor,,robin.oliver@raymondjames.com,,List Import
11209980,Inactive Investor,Kathryn Casey,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
10816574,Inactive Investor,Savanh Chantharangsy,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,schantharan2@ft.newyorklife.com,,Salesforce
9596667,,Robyn Gerke,,,rgerke@bpadvisors.com,,List import
9598738,,Melanie Keiser,,,mkeiser@merceradvisors.com,,List import
11015070,Inactive Investor,Jennifer Wilkinson,,PFS Investments Inc. Utica MI 52188 Van Dyke Ave,jhenige@primerica.com,,Salesforce
322365,,Robert Schoonmaker,Regional Director,The Huntington Investment Company,robert.schoonmaker@huntington.com,800-322-4600,
11105306,Inactive Investor,Amy Bourbois,,Thrivent Investment Management Inc. Neenah WI Private Residence,amy.bourbois@thrivent.com,,Salesforce
225999,,Anatoly -,,[[Unknown]],sergeev.ppb@gmail.com,,Initial Salesforce Import
11054989,Inactive Investor,Wendy Hamilton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11104227,Inactive Investor,Johan Rossi,Chief Compliance Officer;Managing Member,Great Wealth Investments Coral Gables FL 1 Alhambra Plz,johan.rossi@greatwealthinvest.com,,Salesforce
11061075,Inactive Investor,Scott Nickerson,,LPL Financial LLC Oviedo FL 130 Remington Dr,scott.nickerson@lpl.com,,Salesforce
10896742,Inactive Investor,Matthew Lightner,Financial Advisor,Edward Jones Sonoma CA 255 W Napa St,matthew.lightner@edwardjones.com,,Salesforce
11099113,Inactive Investor,John Fisher,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,john.c.fisher@morganstanley.com,,Salesforce
11162608,Inactive Investor,Jessica McKenna,Client Service Associate;Senior Registered Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,jessica.keene@morganstanley.com,,Salesforce
11113264,Inactive Investor,Lindsey Cronk,,Fidelity Brokerage Services LLC,,,Salesforce
11127704,Inactive Investor,Kelly Carpenter,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,kelly.carpenter@fidelity.com,,Salesforce
10824085,Inactive Investor,Stephen Holladay,Member,"WebsterRogers Financial Advisors, LLC",sholladay@websterrogers.com,,Salesforce
10780307,Inactive Investor,Albert Lacher,Financial Advisor;Vice President;Wealth Advisor,William Blair,alacher@williamblair.com,,Salesforce
9550177,,James Edwards,,,jedwards@vistainnova.com,,List import
11000906,Inactive Investor,Nayelis Lopez-Rios,,J.P. Morgan Securities LLC Pennington NJ 795 Denow Rd,nayelis.lopez-rios@jpmorgan.com,,Salesforce
11033406,Inactive Investor,Amie Mutti,,Cetera Investment Services LLC Mansfield OH 2 S Main St,,,Salesforce
10862169,Inactive Investor,Maha Elkhateib,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Venice FL 1270 Jacaranda Blvd",maha.elkhateib@ml.com,,Salesforce
240649,,Michael Montas,Director,Pershing a BNY Mellon Company,mmontas@pershing.com,,Event
9623350,,David Nabwangu,,,dnabwangu@hotmail.com,,List import
11185817,Inactive Investor,Jacob Curtis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11118612,Inactive Investor,Paul Zambriski,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Torrance CA 2355 Crenshaw Blvd",paul.zambriski@wfafinet.com,,Salesforce
11061133,Inactive Investor,Joe Salazar,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11013363,Inactive Investor,Micah Christensen,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,micah.christensen@jpmorgan.com,,Salesforce
10915443,Inactive Investor,Ann Ragnar,Paraplanner,"Ameriprise Financial Services, LLC Rockford IL 6068 Palo Verde Dr",ann.m.ragnar@ampf.com,,Salesforce
10850563,Inactive Investor,Tara Hefty,Managing Partner;Wealth Advisor,"Peak Asset Management, LLC",tarahume@peakam.com,,Salesforce
10615762,,Thomas Manzardo,,,thomas.j.manzardo@ampf.com,,List Import
10911723,Inactive Investor,Justin Beavers,Senior Vice President - Financial Planning,Edelman Financial Engines Louisville KY 9960 Corporate Campus Dr,jbeavers@edelmanfinancialengines.com,,Salesforce
10985272,Inactive Investor,Scott Revis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10780820,Inactive Investor,Wilson Braun,,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,wilson.j.braun@jpmorgan.com,,Salesforce
11199687,Inactive Investor,Dana Albert,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",dana.albert@ml.com,,Salesforce
10753401,Inactive Investor,Robert Thompson,Private Client Advisor,J.P. Morgan Securities LLC Grosse Pointe MI 685 Saint Clair St,robert.e.thompson@jpmorgan.com,,Salesforce
11228933,Inactive Investor,Kimberley Greenwald,Financial Advisor,Edward Jones Fair Haven MI 10127 Marine City Hwy,kimberley.greenwald@edwardjones.com,,Salesforce
10793482,Inactive Investor,Scott Grone,,Cetera Advisor Networks LLC Scottsdale AZ 7425 E Stetson Dr,grones@ceteranetworks.com,,Salesforce
11231608,Inactive Investor,Selam Suarez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",selam.suarez@ml.com,,Salesforce
11117785,Inactive Investor,Sarah Khan,,Ally Invest Securities LLC,,,Salesforce
11171659,Inactive Investor,Timothy Long,Wealth Advisor,United Capital Financial Advisors Little Rock AR 12511 Cantrell Rd,tim.long@gs.com,,Salesforce
10822177,Inactive Investor,Jackson Williams,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",jackson.williams@ml.com,,Salesforce
10762082,Inactive Investor,James Calabrese,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,james.calabrese@ubs.com,,Salesforce
10891074,Inactive Investor,Kayleen Trinh,,J.P. Morgan Securities LLC Beverly Hills CA 8500 Wilshire Blvd,kayleen.trinh@chase.com,,Salesforce
11211955,Inactive Investor,James Allen,Financial Advisor,LPL Financial LLC Tucson AZ Private Residence,jamesh.allen@lpl.com,,Salesforce
10935168,Inactive Investor,Justin Brown,,PFS Investments Inc. Indianapolis IN 8383 Craig St,justin.brown@primerica.com,,Salesforce
10755676,Inactive Investor,Brianne Imperial,Senior Client Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,brianne.galloway@ubs.com,,Salesforce
10777733,Inactive Investor,Tricia Gruber,,Morgan Stanley Shrewsbury NJ 1030 Broad St,tricia.gruber@morganstanley.com,,Salesforce
9551159,,Vladimir Rizov,,,vlrizov@abv.bg,,List import
10901588,Inactive Investor,Meagan Lau,,Morgan Stanley Honolulu HI 733 Bishop St,,,Salesforce
9592136,,David Rosenthal,,,david@wmsus.com,,List import
11205889,Inactive Investor,Anthony Davis,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
9542830,,Rod Williams,,,rodwil100@gmail.com,,List import
231497,, -,,[[Unknown]],jasikam54@gmail.com,,Direct
11123226,Inactive Investor,Shawn Broe,,"First Command Brokerage Services, Inc. Columbus GA 233 12th St",smbroe@firstcommand.com,,Salesforce
10939328,Inactive Investor,Ebony Robinson,,"United Brokerage Services, Inc Greer SC 1111 W Poinsett St",ebony.robinson@bankwithunited.com,,Salesforce
11006380,Inactive Investor,Phillip Bustamante,,NYLIFE Securities LLC Kihei HI Private Residence,pbustamante@ft.newyorklife.com,,Salesforce
10775680,Inactive Investor,William Quidone,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,william.quidone@fidelity.com,,Salesforce
10659255,,Jameson Brinks,,,jameson.brinks@fmr.com,,List Import
10922873,Inactive Investor,Robert Wilson,Assistant Vice President;Wealth Planner,LPL Financial LLC Williamsburg VA 1167 Jamestown Rd,robert.wilson@lpl.com,,Salesforce
11121602,Inactive Investor,Delaney Soble,,Citigroup Global Markets Inc.,,,Salesforce
10819833,Inactive Investor,Robert Tynes,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",robert.tynes@bofa.com,,Salesforce
9610519,,Hayden Godat,,,hayden.godat@morganstanleypwm.com,,List import
11172601,Inactive Investor,Caleb Trotter,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9640631,,Justin Loman,,,jloman_23@hotmail.com,,List import
10644911,,Bradford Page,,,bpage@rwbaird.com,,List Import
10953387,Inactive Investor,Christopher Eldridge,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
11212407,Inactive Investor,Benjamin Baldwin,,J.P. Morgan Securities LLC New York NY 410 Park Ave,benjamin.c.baldwin@jpmorgan.com,,Salesforce
10863013,Inactive Investor,Flavio Ortiz,,"Farmers Financial Solutions, LLC Des Moines IA 5713 Madison Ave",fortiz@farmersagent.com,,Salesforce
10794743,Inactive Investor,Wendy Ehrlich,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,wendy.ehrlich@jpmorgan.com,,Salesforce
11044174,Inactive Investor,Michael Williamson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11210462,Inactive Investor,John Chavez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",john_chavez@ml.com,,Salesforce
10907024,Inactive Investor,Craig Wright,,United Advisor Group Springfield MO 3809 S Greystone Ct,,,Salesforce
10857731,Inactive Investor,Richard Simpson,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3945 Freedom Cir",richard.l.simpson@ampf.com,,Salesforce
11142955,Inactive Investor,Kurt Lovell,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10767333,Inactive Investor,Daniel Stolper,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
11024041,Inactive Investor,James Smith,,MissionSquare Investment Services,jbsmith@icmarc.org,,Salesforce
11074632,Inactive Investor,Brian Polakowski,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10771156,Inactive Investor,Robert Stedman,Financial Advisor,Morgan Stanley Rutland VT 90 Merchants Row,robert.stedman@morganstanley.com,,Salesforce
10494348,,Jean Lagarde,"Chief Investment Officer, Managing Member",Advisor Resource Council,jp@fpwa.com,,List Import
10945072,Inactive Investor,Haley Culp,Financial Advisor,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,hculp@janney.com,,Salesforce
10971987,Inactive Investor,Manuel Duro,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
10984896,Inactive Investor,Frank Makarauskas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,frank.makarauskas@fidelity.com,,Salesforce
10975442,Inactive Investor,Carolina Jackson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10952202,Inactive Investor,Ryan Hamilton,Senior Investment Advisor,NFP Retirement Inc.,ryan.hamilton@nfp.com,,Salesforce
9547415,,Gerard Farkas,,,g.farkas@kmsfinancial.com,,List import
10838661,Inactive Investor,Russell Demarest,Financial Professional,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
10933432,Inactive Investor,Brandt Karnes,Financial Planner,"Osaic Wealth, Inc. Muncie IN 9201 W Jackson St",,,Salesforce
9617419,,Heather Wood,,,heatherwood.design@gmail.com,,List import
11148890,Inactive Investor,Suzann Dorjath,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",,,Salesforce
10972940,Inactive Investor,James Court,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10979304,Inactive Investor,Jared Kahler,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11004973,Inactive Investor,Mark Novikov,,Perella Weinberg Partners LP Los Angeles CA 2029 Century Park E,mnovikov@pwpartners.com,,Salesforce
10859408,Inactive Investor,Raymond Schwabe,,"Morgan Wilshire Securities, Inc.",,,Salesforce
10964588,Inactive Investor,Tyler Stephenson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",tyler.stephenson@ml.com,,Salesforce
10774674,Inactive Investor,Homer Holt,,PNC Investments Louisville KY 4726 Dixie Hwy,homer.holt@pnc.com,,Salesforce
11086974,Inactive Investor,Mary Jane Alawag-Danas,,"Allstate Financial Services, LLC Waipahu HI 94-050 Farrington Hwy",mary-janealawag-danas@allstate.com,,Salesforce
148277,,Nhat Huy Le,,[Unknown],nhquiii48@gmail.com,,Organic Search
10892109,Inactive Investor,Peter Kling,Financial Advisor,Edward Jones New Richmond WI 575 N Knowles Ave,peter.kling@edwardjones.com,,Salesforce
11036005,Inactive Investor,Tim Liu,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,tim.d.liu@chase.com,,Salesforce
11015692,Inactive Investor,Devin Sothan,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10908068,Inactive Investor,Frederick Albach,Financial Advisor Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10694421,,Kriptonikas Zaliadangis,,,thebalticfog@gmail.com,,Web Form Fillout
11060740,Inactive Investor,Rachell Roach,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,reroach@ft.newyorklife.com,,Salesforce
8540503,,Kylie Hancock,,,secuv@mailinator.com,,Web Form Fillout
232498,,Tony -,,Tony [[Unknown]],amenn4000@yahoo.com,,Direct
9617726,,Thomas Roberts,,,troberts@faralloncapital.com,,List import
10859140,Inactive Investor,Mark Linder,,"Osaic Wealth, Inc. Hutchinson MN 110 4th Ave NE",,,Salesforce
9635970,,Patrick Wilkey,Associate,"Turnbridge Capital, Llc",pwilkey@turnbridgecapital.com,,List import
11195605,Inactive Investor,Mark Dextradeur,Financial Advisor,"Citizens Securities, Inc. North Kingstown RI 100 Frenchtown Rd",mark.dextradeur@citizenssecurities.com,,Salesforce
10942511,Inactive Investor,Simon Liu,,Park Avenue Securities LLC Tarrytown NY 580 White Plains Rd,simon_liu@glic.com,,Salesforce
11144145,Inactive Investor,Huong Le,,"MML Investors Services, LLC Chandler AZ 2727 W Frye Rd",,,Salesforce
11066016,Inactive Investor,Sarah Smithey,,"Osaic Wealth, Inc. Sugar Land TX 19901 Southwest Fwy",,,Salesforce
9550105,,Justin Van Vleck,,,jvvleck@lindenlp.com,,List import
9605511,,Patricia Heagy,,,pheagy@federatedinv.com,,List import
11142397,Inactive Investor,Dennis Cassidy,,"Pruco Securities, LLC. Brick NJ 1869 Rte 88",dennis.cassidy@prudential.com,,Salesforce
11019949,Inactive Investor,Michael Mccormick,Financial Advisor,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",,,Salesforce
10647609,,Robert Brennan,,,robert.brennan@wellsfargoadvisors.com,,List Import
10799628,Inactive Investor,Jeffrey Gorman,,LPL Financial LLC Monterey CA 215 W Franklin St,jeffrey.gorman@lpl.com,,Salesforce
10980540,Inactive Investor,Johnny Borrelli,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",,,Salesforce
9618069,,Jaril Harsy,,,jharsy@carlsoncapital.com,,List import
10827494,Inactive Investor,Jeffrey Bergmann,Private Client Advisor,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,jeff.bergmann@jpmorgan.com,,Salesforce
10618325,,Jordan Gelb,,,jordan_m_gelb@ml.com,,List Import
10788423,Inactive Investor,Stephen Engro,,"Kestra Investment Services, LLC Dallas TX 17300 Preston Rd",,,Salesforce
10896857,Inactive Investor,Robert O'Brien,Financial Advisor,Edward Jones Green Bay WI 108 Packerland Dr,drew.obrien@edwardjones.com,,Salesforce
9556538,,Eleazar Santana,,,eleazarsantana83@gmail.com,,List import
9614185,,Chris Fisher,,,cfisher@hybridge.ca,,List import
10973998,Inactive Investor,Calder Lewis,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11116654,Inactive Investor,Daniel Pakkala,Financial Advisor;Wealth Advisor,"Raymond James & Associates, Inc. Atlanta GA 6 Concourse Pkwy",daniel.pakkala@raymondjames.com,,Salesforce
10900702,Inactive Investor,Lawrence Louzon,Private Client Advisor,J.P. Morgan Securities LLC Spring Lake MI 101 W Savidge St,lawrence.louzon@jpmorgan.com,,Salesforce
10798733,Inactive Investor,Raymond Emery,,Commonwealth Financial Network Naples FL 4524 Silver Fox Dr,remery@commonwealth.com,,Salesforce
9576618,,Marc Sachs,,,marc@marcsachs.com,,List import
11230544,Inactive Investor,William James,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11025575,Inactive Investor,Kelly Moses,,Jefferies LLC San Francisco CA 101 California St,kmoses@jefferies.com,,Salesforce
10865346,Inactive Investor,Jonathan Cummings,Financial Advisor,LPL Financial LLC Hurst TX 860 Airport Fwy,david.cummings@lpl.com,,Salesforce
10834238,Inactive Investor,Thomas Biel,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",thomas.biel@nm.com,,Salesforce
11076108,Inactive Investor,Caroline Ehlers,Associate,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11127103,Inactive Investor,Thomas Ransone,,"Cambridge Investment Research, Inc. Folly Beach SC Private Residence",cransone@cambridgeresource.com,,Salesforce
10438528,,Brett Podoll,,,brett.podoll@protonmail.com,,Web Form Fillout
11038364,Inactive Investor,Dante Kircher-Myton,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10912305,Inactive Investor,Lauren Devore,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10935957,Inactive Investor,Ann Nicholson,Chief Compliance Officer,First Kentucky Securities Corporation,anicholson@firstky.com,,Salesforce
10889446,Inactive Investor,Lauren Brown,Financial Advisor,"Valeo Financial Advisors, LLC",lauren.brown@valeofinancial.com,,Salesforce
9545861,,Dave Haines,,,dave.haines@arboles.co.uk,,List import
10822987,Inactive Investor,Stanley Lowenstein,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Alpharetta GA 11175 Cicero Dr",stan.lowenstein@ampf.com,,Salesforce
345768,,Robert Loreaux,Executive Vice President,Axiom Asset Management,rloreaux@axiomasset.com,610-688-0050,Manual List Upload
10812377,Inactive Investor,Angela Hatley,Senior Financial Associate,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",,,Salesforce
10505267,,Jan Schaefer,MANAGING DIRECTOR,Victress Advisors,janschaefer581@gmail.com,2032493521,List Import
11104551,Inactive Investor,Alex Masaki,Marketing Specialist,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",alex.masaki@ampf.com,,Salesforce
10843311,Inactive Investor,Kerry Hoffman,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,khoffman@brileywealth.com,,Salesforce
11162045,Inactive Investor,Erin Mutton,Investment Advisor;Regulatory Contact,"Pathway Financial Advisers, LLC",,,Salesforce
10947259,Inactive Investor,Stephen Koehler,,"Next Financial Group, Inc. Alpharetta GA 11138 State Bridge Rd",skoehler@nextfinancial.com,,Salesforce
11232064,Inactive Investor,Bradley Warner,Financial Advisor,Commonwealth Financial Network Clovis CA 516 5th St,,,Salesforce
11100605,Inactive Investor,Jill Minkner,,The Huntington Investment Company Lebanon IN 102 N Lebanon St,jill.minkner@huntington.com,,Salesforce
10952895,Inactive Investor,Michelle Buxton,Senior Wealth Advisor,Albion Financial Group,mbuxton@albionfinancial.com,,Salesforce
10867537,Inactive Investor,Andrew Perrone,,Citigroup Global Markets Inc. Staten Island NY 445 Forest Ave,andrea.perrone@citi.com,,Salesforce
11164862,Inactive Investor,Natalie Munn,,"HighTower Securities, LLC Syracuse NY 1 Member Way",nmunn@hightoweradvisors.com,,Salesforce
10920665,Inactive Investor,Derek Sabine,Wealth Advisor,LPL Financial LLC Westport CT 4 Moss Ledge Rd,derek.sabine@lpl.com,,Salesforce
337713,,Holli Edwards,Chief Financial Officer,"Smith, Brown & Groover Inc. D/b/a Sbg Wealth Manag",holli@sbgwealth.com,478-474-7004,Manual List Upload
9619647,,GABRIEL DIAZ,,,geenox408@gmail.com,,List import
10910769,Inactive Investor,Jeremy Forbis,Financial Advisor,Lincoln Investment Fayetteville AR 2458 E Joyce Blvd,jforbis@lincolninvestment.com,,Salesforce
9585341,,George Wheelock,,,george.wheelock@usaa.com,,List import
9601938,,warren elliott,,,warrene33@gmail.com,,List import
10930439,Inactive Investor,Kimball Halsey,Chief Compliance Officer;Managing Member;Portfolio Manager;President,"Radius Capital Management, LLC",khalsey@radius-capital.com,,Salesforce
9576036,,Nathan Barnhart,,,nathan.barnhart@pnc.com,,List import
10845290,Inactive Investor,Robert Greene,Financial Advisor,LPL Financial LLC Sherman Oaks CA Private Residence,robert.greene@lpl.com,,Salesforce
10823169,Inactive Investor,Christian Wolfe,Senior Client Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",,,Salesforce
338814,,Katie Gower,Financial Planner Assistant,"Briggs Wealth Management, Inc.",katie@briggswealthmgmt.com,860-633-8988,Manual List Upload
10938338,Inactive Investor,Steven Schob,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
10819533,Inactive Investor,Kevin Burns,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",kevin.burns@wslife.com,,Salesforce
11008493,Inactive Investor,Jason Geisz,,"Sanctuary Securities, Inc. Bloomfield Hills MI 40900 Woodward Ave",jgeisz@sanctuarywealth.com,,Salesforce
11162190,Inactive Investor,Alexandre Blagojevic,Financial Advisor;Portfolio Management Director;Senior Vice President,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",alex.blagojevic@raymondjames.com,,Salesforce
9582177,,Cam Washington,,,ggttr546@icloud.com,,List import
10931590,Inactive Investor,Rackeal Mascenik,Paraplanner,"Ameriprise Financial Services, LLC Fort Lauderdale FL 111 N Pine Island Rd",rackeal.s.mascenik@ampf.com,,Salesforce
10986104,Inactive Investor,Karl Bauch,Senior Principal,Thrivent Investment Management Inc.,karl.bauch@thrivent.com,,Salesforce
10803517,Inactive Investor,Edwin Foss,Anti-Money Laundering Compliance Officer;Chief Compliance Officer;GSP,"Rogan & Associates, Inc.",edfoss@roganfinancial.com,,Salesforce
180323,,Oleg Vadeanu,,[Unknown],ovainvesting@gmail.com,,Organic Search
8480519,,Paul Ramsdell,,Fidelity,paul.ramsdell@fmr.com,,List Import
7621318,,Rashel Rashel mojibor howlader,,,rashelrahman692@gmail.com,,Web form fillout
10828530,Inactive Investor,Jonathan Meczywor,Financial Advisor,LPL Financial LLC Pittsfield MA 378 South St,jonathan.meczywor@lpl.com,,Salesforce
11165489,Inactive Investor,Kristiana Harding,,"Raymond James Financial Services, Inc. Clackamas OR 8854 SE Sunnyside Rd",kristiana.harding@raymondjames.com,,Salesforce
10958634,Inactive Investor,Mohammed Nassery,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
11052322,Inactive Investor,Thao Smith,,J.P. Morgan Securities LLC Houston TX 9203 Hwy 6 S,,,Salesforce
10783825,Inactive Investor,Carlos Torre,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",carlos_torre@ml.com,,Salesforce
11015965,Inactive Investor,Jerry Esters,,PFS Investments Inc. Diberville MS 10598 Diberville Blvd,jesters@primerica.com,,Salesforce
10987141,Inactive Investor,Anita Myers,,PFS Investments Inc. Parkville MD 8035 Harford Rd,,,Salesforce
9645121,,W D Kadijk,,,wd_capital@icloud.com,,List import
10962962,Inactive Investor,Gwen Follis,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9627922,,Toussaint Stockhausen,,,stockhausentoussaint51@gmail.com,,List import
9620899,,Garold Healy,,,gbhdetails@gmail.com,,List import
10656746,,Donovan Davis,,,donovan.davis@fidelity.com,,List Import
10940649,Inactive Investor,Aaron Green,,Cetera Investment Services LLC Saint Cloud MN 2915 2nd St S,aaron.green@ceterais.com,,Salesforce
11016430,Inactive Investor,Jonathan Dooda,Associate Director;Senior Financial Associate,Oppenheimer & Co. Inc. Portsmouth NH 1 Harbour Pl,jonathan.dooda@opco.com,,Salesforce
11049579,Inactive Investor,Eric Larson,Financial Advisor,Sigma Investment Counselors,elarson@sigmainvestments.com,,Salesforce
6709060,,Imani Cooke,,,suhagaw@mailinator.com,,Web Form Fillout
11231602,Inactive Investor,Christina Panouis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",christina.panouis@ml.com,,Salesforce
11180010,Inactive Investor,Dakota Greene,Wealth Strategy Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,dakota.greene@ubs.com,,Salesforce
10849938,Inactive Investor,Joseph Knuppel,,Country Capital Management Company Moline IL 1535 47th Ave,joe.knuppel@countryfinancial.com,,Salesforce
9556450,,Fareed Dayala,,,fareed.dayala@uboc.com,,List import
344820,,Ryan Gatzlaff,Financial Advisor,Efs Advisors,ryang@efsadvisors.com,763-689-9023,Manual List Upload
11096417,Inactive Investor,Stephen McKenzie,,"Cadaret, Grant & Co., Inc. Swanton VT Private Residence",smckenzie@cadaretgrant.com,,Salesforce
11191277,Inactive Investor,Susan Todd,Chief Compliance Officer;Financial Planning Specialist,"Vishria Bird Financial Group, LLC",susan@vbfinancialgroup.com,,Salesforce
9595273,,Ramu Ramiah,,,rramiah@brookcapital.com,,List import
11010780,Inactive Investor,Richard Holle,Founding Partner,WealthPLAN Partners Bayonne NJ 140A Lefante Way,rich.holle@wealthplan.partners,,Salesforce
11166530,Inactive Investor,Meagan Gilmore,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",meagan.gilmore@ml.com,,Salesforce
11035070,Inactive Investor,Michael Behnke,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.behnke@lpl.com,,Salesforce
11157959,Inactive Investor,Kathryn Drew,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",kathryn_drew@ml.com,,Salesforce
10854380,Inactive Investor,David Dixon,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10820488,Inactive Investor,Anthony Ruffalo,Financial Advisor,LPL Financial LLC Fort Mill SC 259 Textile Way,anthony.ruffalo@lpl.com,,Salesforce
56652,,Kelly Jones,Financial Associate,Thrivent Investment Management Inc.,kelly.jones@thrivent.com,828-855-9690,
11169133,Inactive Investor,Thomas Zhao,,Vanguard Marketing Corporation,thomas_zhao@vanguard.com,,Salesforce
10994746,Inactive Investor,Rachel Slovinsky,,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",,,Salesforce
9592230,,Ian Bowman,,,ibowmanbmw@gmail.com,,List import
9637751,,Jaques Wanderley,,,jaques.wanderley@carpapatrimonial.com.br,,List import
25270,,Matthew Seal,,[[Unknown]],mspyerzu@gmail.com,,Initial Salesforce Import
9571513,,Mayank P,,,mayankpareek@dbs.com,,List import
10754577,Inactive Investor,Alexander Vicente,Registered Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,,,Salesforce
10862221,Inactive Investor,Fred Rudd,Owner,Financial Strategies Nevada City CA 522 E Broad St,,,Salesforce
9602753,,TAI CO THANH,,,cothanhtai0904@gmail.com,,List import
9594162,,Trey Sykes,,,tsykes@invernessgraham.com,,List import
10921172,Inactive Investor,Kate Ferguson,,LPL Financial LLC Rock Hill SC 334 Oakland Ave,kate.ferguson@lpl.com,,Salesforce
9592008,,Jamaal Kinley,,,jlkinley79@gmail.com,,List import
11105725,Inactive Investor,Rachel Petersen,,"Northwestern Mutual Investment Services, LLC York NE 205 S Lincoln Ave",rachel.a.hicks@nm.com,,Salesforce
11071165,Inactive Investor,Jennifer Mancera,,J.P. Morgan Securities LLC Saint George UT 1999 W Sunset Blvd,jennifer.mancera@jpmorgan.com,,Salesforce
11230028,Inactive Investor,Sam Cheol Shin,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,sshin04@ft.newyorklife.com,,Salesforce
10876029,Inactive Investor,Chad Winger,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,chad_winger@vanguard.com,,Salesforce
333850,,Adam Sender,Chief Investment Officer,"Sender Company & Partners, Inc.",asender@sendercompany.com,212-893-7459,Manual List Upload
11075279,Inactive Investor,Santosh Terala,Financial Advisor,"Ameriprise Financial Services, LLC Hurst TX 1401 Precinct Line Rd",santosh.terala@ampf.com,,Salesforce
10815614,Inactive Investor,Kristen Vicente,,Morgan Stanley Providence RI 1 Financial Plz,kristen.vicente@morganstanley.com,,Salesforce
11234669,Inactive Investor,Kevin Brown,,"Fortress Private Ledger, LLC Clayton NC Private Residence",,,Salesforce
10911548,Inactive Investor,Todd Shafer,,LPL Financial LLC Birmingham AL 4680 Hwy 280,todd.shafer@lpl.com,,Salesforce
343793,,Vincent Wong,Associate,Loancore Capital Credit Advisor Llc,vwong@loancore.com,203-861-6000,Manual List Upload
9583701,,Alan Leist,,,aleist@investstrategic.com,,List import
10656736,,Jocelyn Espinosa,,,jocelyn.espinosa@fmr.com,,List Import
9574991,,Rich Grivas,,,rich.grivas@fidelity.com,,List import
248907,,Justin Tsang,Partner,7 Seas,justin.tsang@7seasvc.com,,Manual List Upload
9609446,,Piero Berritta,,,piero.berritta@gmail.com,,List import
11155171,Inactive Investor,Shari Rash,,"Cambridge Investment Research, Inc. Vienna VA 1934 Old Gallows Rd",,,Salesforce
11027773,Inactive Investor,Alexandre Ducharme,Chief Compliance Officer;Chief Investment Officer,"Woodlands Capital Management, LLC",,,Salesforce
11001095,Inactive Investor,Scott Marwil,,"OFG Financial Services, Inc. College Station TX 302 Holleman Dr E",scottmarwil@ofgfinancial.com,,Salesforce
11201757,Inactive Investor,Roger Powell,,NYLIFE Securities LLC Riverside CA Private Residence,rogerpowell@ft.newyorklife.com,,Salesforce
10896083,Inactive Investor,Chloe Moore,Chief Compliance Officer;Founder;Principal,Financial Staples,chloe@financialstaples.com,,Salesforce
10857617,Inactive Investor,Domenic DiPiero,,NCG Securities LLC,lwojcik@newportcapitalgroup.com,,Salesforce
10979012,Inactive Investor,Andrei Murphy,,"Brokers International Financial Services, LLC. Indianola IA 105 W Salem Ave",amurphy@brokersifs.com,,Salesforce
11163442,Inactive Investor,Jeffery Fox,,LPL Financial LLC Armada MI Private Residence,jeffery.fox@lpl.com,,Salesforce
10942744,Inactive Investor,Michael Acar,Client Advisor,UBS Financial Services Inc. New York NY 787 7th Ave,,,Salesforce
9570390,,Michael Piechowiak,,,mpiechowiak@massmutual.com,,List import
10992302,Inactive Investor,Samuel Velarde,Private Client Banker,J.P. Morgan Securities LLC Keller TX 4420 Golden Triangle Blvd,samuel.velarde@jpmorgan.com,,Salesforce
9590198,,Tori Fernandes,,,toridfernandes@gmail.com,,List import
10915690,Inactive Investor,Emma Bertrando,,Vanguard Marketing Corporation,emma_bertrando@vanguard.com,,Salesforce
11091204,Inactive Investor,Megan Portacci,Account Vice President;Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,megan.portacci@ubs.com,,Salesforce
9627752,,max wn,,,sales@mabelview.com,,List import
10766323,Inactive Investor,Stephen Wendling,Private Client Investment Associate,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,stephen.wendling@jpmorgan.com,,Salesforce
9642184,,Edison Byzyka,,,edison.byzyka@credentwealth.com,,List import
349916,,Graham Williams,Managing Member,"Optimist Retirement, Llc",graham@williamspalmer.com,425-637-3037,Manual List Upload
11157140,Inactive Investor,James Bishop,Financial Advisor,Morgan Stanley Columbus OH 4449 Easton Way,james.d.bishop@morganstanley.com,,Salesforce
9581818,,Lawrence Sorrel,,,lsorrel@tailwind.com,,List import
11105035,Inactive Investor,Robert Brezen,Registered Client Associate,Morgan Stanley Denver CO 1550 Market St,rob.brezen@morganstanley.com,,Salesforce
11064763,Inactive Investor,Eric Eidson,Relationship Manager,Arvest Wealth Management Bentonville AR 201 NE A St,eeidson@arvest.com,,Salesforce
10921599,Inactive Investor,Christopher Frain,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
754,,,,,greg250jackson@gmail.com,,
11198049,Inactive Investor,Andrea Romero,,Country Capital Management Company Arvada CO 7804 Ralston Rd,andrea.romero@countryfinancial.com,,Salesforce
9617058,,kinan nimeh,,,khnimeh@gmail.com,,List import
11097249,Inactive Investor,Bruce Bateman,,"Raymond James Financial Services, Inc. Butler PA 602 Evans City Rd",bruce.bateman@raymondjames.com,,Salesforce
11024821,Inactive Investor,Kaila Hogan,,"Bessemer Investor Services, Inc. Washington DC 900 17th St NW",,,Salesforce
83607,,Ignas Grabauskas,Investment Specialist,William Blair,igrabauskas@williamblair.com,312-364-8416,
11131139,Inactive Investor,James Yurak,Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Hudson OH 43 Village Way,james.yurak@ubs.com,,Salesforce
11139414,Inactive Investor,John Lee,Financial Planner,"Independent Financial Group, LLC Pleasanton CA 4305 Hacienda Dr",,,Salesforce
9625842,,Matthew Patafie,,,mattpatafie@gmail.com,,List import
11096659,Inactive Investor,Linda Serra,,Cetera Advisor Networks LLC Miami FL 5251 SW 64th Ave,,,Salesforce
10864611,Inactive Investor,Troy Brueggemeier,Financial Planning Analyst,"Ameriprise Financial Services, LLC Minneapolis MN 8300 Norman Center Dr",troy.m.brueggemeier@ampf.com,,Salesforce
11092757,Inactive Investor,Nancy Christian,,James I. Black & Company,nancychristian@jamesiblack.com,,Salesforce
10987823,Inactive Investor,Charles Moehl,,PFS Investments Inc. Muncie IN 1208 W White River Blvd,,,Salesforce
9614833,,Brian Ahern,,,brian.ahern@gmail.com,,List import
10474451,,Eric Richardson,,,whomadethesoup@gmail.com,,Web Form Fillout
11003380,Inactive Investor,Robert Mclean,,"Allstate Financial Services, LLC Newburgh NY 53 Rte 17k",,,Salesforce
11139378,Inactive Investor,Kimberly Dunne,Senior Wealth Management Lending Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",,,Salesforce
11207270,Inactive Investor,Tiffany Raines,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,tiffany.nicotero@jpmorgan.com,,Salesforce
11149993,Inactive Investor,Karl Hagman,,"Northwestern Mutual Investment Services, LLC Fort Collins CO 3665 John F Kennedy Pkwy",karl.hagman@nm.com,,Salesforce
10788316,Inactive Investor,Spencer Rogers,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,spencer.rogers@gs.com,,Salesforce
11171623,Inactive Investor,Steven Zakelj,Chief Compliance Officer,Flatirons Wealth Management,,,Salesforce
2920,,Elise Wang,Principal,"Deerfield Management Company, L.P.",ewang@deerfieldpartners.com,1-646-829-0902,Initial Salesforce Import
11003896,Inactive Investor,Carmen Mojica Rivera,,J.P. Morgan Securities LLC Sun City Center FL 702 N Pebble Beach Blvd,carmen.m.mojica-rivera@chase.com,,Salesforce
10971254,Inactive Investor,Austin Lowery,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
111985,,Iain Kennedy,,Self Emplyed,iainskennedy99@gmail.com,9174534231,
11182634,Inactive Investor,Nathalie Joy Batac,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
10798965,Inactive Investor,Farhad Tajali,,UBS Financial Services Inc.,farhad.tajali@ubs.com,,Salesforce
10804664,Inactive Investor,John Knolhoff,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,john_knolhoff@vanguard.com,,Salesforce
9601717,,Daniel Javier,,,daniel.javier@trilogyfs.com,,List import
10919973,Inactive Investor,Kyle Scott,Financial Advisor,Edward Jones Dickson TN 449 Henslee Dr,,,Salesforce
9622774,,Alexander Martin,,,alexandermartin006@gmail.com,,List import
209184,,Niki Lysenko,,[Unknown],nikilysenko3@gmail.com,,
10990947,Inactive Investor,Sean Mccabe,Financial Advisor,"Osaic Wealth, Inc. Braintree MA 35 Braintree Hill Park",,,Salesforce
11099592,Inactive Investor,Robert Morris,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"RWM Asset Management, LLC",bob@robertmorriscpa.com,,Salesforce
9579409,,Chaim Finizola,,,finizolac@gmail.com,,List import
10948847,Inactive Investor,Natalie Velleggia,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,natalie.lane@fmr.com,,Salesforce
10790191,Inactive Investor,David Ngai,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",david.ngai@nm.com,,Salesforce
341538,,Sherryl Marsh,Shareholder,Cozad Asset Management Inc,sherryl@cozadassetmgmt.com,217-356-8363,Manual List Upload
10846878,Inactive Investor,Erica Martin,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10916867,Inactive Investor,Bryan Milburn,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",bryan.milburn@ml.com,,Salesforce
11155015,Inactive Investor,Jason Teran,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jason.teran@schwab.com,,Salesforce
334460,,Jim Croschere,Director,Retirement Planners Of America,jim@moneymatters.net,469-246-3600,Manual List Upload
9621586,,Zach Jennings,,,zjenneracquisitions@gmail.com,,List import
11132397,Inactive Investor,Anibal Prado,,J.P. Morgan Securities LLC Bayonne NJ 650 Broadway,anibal.prado@jpmorgan.com,,Salesforce
1002338,Inactive Investor,Dean Hunchinson,Senior Financial Advisor,"Cooper/haims Advisors, Llc",dhutchinson@cooperhaims.com,(585) 248-6400,Manual List Upload
10933934,Inactive Investor,Lisa Berg,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",lisa.berg@prudential.com,,Salesforce
9558753,,mahshad sobhani,,,mahshadsob@gmail.com,,List import
11013295,Inactive Investor,Kimberly Lyon,,"Avantax Investment Services, Inc.",,,Salesforce
10764823,Inactive Investor,Michaelanne Brannen,Chief Compliance Officer,RDA Financial Network West Chester OH 6497 Fountains Blvd,mbrannen@rdafn.com,,Salesforce
11137430,Inactive Investor,Leo Khorolinsky,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,leo.khorolinsky@ubs.com,,Salesforce
10849954,Inactive Investor,Tunde Nagy,Client Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,tunde.nagy@ubs.com,,Salesforce
10888693,Inactive Investor,Terence Fletcher,,"Osaic Wealth, Inc. Saint Paul MN 539 Bielenberg Dr",,,Salesforce
11176543,Inactive Investor,Brent Newcomb,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10827713,Inactive Investor,Ronald Lwin,,"Avantax Investment Services, Inc. Dublin CA Private Residence",,,Salesforce
10865548,Inactive Investor,Eric Eklof,Chief Compliance Officer;Founder;Partner;Vice President,Hanson & Doremus Investment Management,sven@hansondoremus.com,,Salesforce
10939486,Inactive Investor,Shawn Patterson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9646416,,Emmanuel Ombwayo,,,e.ombwayo@gmail.com,,List import
11003005,Inactive Investor,Daniel Louque,,J.P. Morgan Securities LLC Mandeville LA 3500 Hwy 190,daniel.louque@jpmorgan.com,,Salesforce
11130104,Inactive Investor,Dennis Karjala,Chief Compliance Officer;Managing Member,TKG Financial LLC,,,Salesforce
9638294,,Kamni Bharwani,,,kbharwani@archer-rockhampton.com,,List import
348247,,William Ruiz,Partner,"Integrity Investment Advisors, Llc",bill@integritypartnersinc.com,217-722-160,Manual List Upload
11220365,,Karen Dolan,,,karen.dolan@dfafunds.com,,Other
9568258,,KARTICK KALAIMANI,,,kartick.kalaimani@gmail.com,,List import
10779691,Inactive Investor,Ryan Ziegler,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,ryan.ziegler@jpmorgan.com,,Salesforce
10772466,Inactive Investor,Glenn Ratcliffe,Assistant Complex Manager;Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,gratcliffe@janney.com,,Salesforce
9631263,,Juan Vela,,,meluvsj00@gmail.com,,List import
9597288,,Scot Thigpen,,,sthigpen@carsoninstitutional.com,,List import
10926421,Inactive Investor,Mitchell Seelinger,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,,,Salesforce
249267,,Bhavya Agarwal,,Coinfeeds,bhavya@coinfeeds.io,,Manual List Upload
11094092,Inactive Investor,James Bruckner,,"Robinhood Financial, LLC",,,Salesforce
11070320,Inactive Investor,Mark Kemp,Financial Advisor,McNally Financial Services Corporation Corpus Christi TX 5941 Patton St,,,Salesforce
10828175,Inactive Investor,Paul Wartman,Member;Principal,Cannell & Spears LLC,paul@cannellspears.com,,Salesforce
10817063,Inactive Investor,Jeffrey Scott,Financial Advisor,Edward Jones Appleton WI 161 S Riverheath Way,jeffrey.scott@edwardjones.com,,Salesforce
10835998,Inactive Investor,Mickey Hong,Executive Director;Financial Advisor;Portfolio Manager;Senior Investment Management Consultant,Morgan Stanley San Francisco CA 555 California St,mickey.hong@morganstanley.com,,Salesforce
11072921,Inactive Investor,Brian Perdew,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",brian.perdew@nm.com,,Salesforce
11056358,Inactive Investor,Farid Krizman,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",fkrizman@tiaa.org,,Salesforce
11096100,Inactive Investor,Nils Dillon,Director - Research,Pegasus Partners,ndillon@pegpartnersltd.com,,Salesforce
11006835,Inactive Investor,Jacob Roman,,"Northwestern Mutual Investment Services, LLC Troy MI 901 Wilshire Dr",jacob.n.roman@nm.com,,Salesforce
10979560,Inactive Investor,Tony Do,,J.P. Morgan Securities LLC Elk Grove CA 8451 Elk Grove Florin Rd,tony.x.do@chase.com,,Salesforce
11154905,Inactive Investor,Randy Eshleman,,State Farm VP Management Corp. Wernersville PA 551 W Penn Ave,,,Salesforce
11157144,Inactive Investor,Aaron Ulrich,,"American Fidelity Securities, Inc.",aaron.ulrich@americanfidelity.com,,Salesforce
11175364,Inactive Investor,Nathan Barnes,Associate,Edward Jones New Holstein WI 1836 Wisconsin Ave,,,Salesforce
9648440,,claude moore,,,smartybud@wmvaz.com,,List import
373803,,Jason Lundholm,,[Unknown],lundholmjason@gmail.com,,source
11028297,Inactive Investor,Nicolas Boyd,Financial Advisor,"TFB Advisors, LLC Beaufort MO Private Residence",nickb@taxfavoredbenefits.com,,Salesforce
335126,,Brian Thomas,Chief Financial Officer,"Pdt Partners, Llc",brian.thomas@pdtpartners.com,212-621-0400,Manual List Upload
11217452,,Donna Huber,,,donna.huber@ampf.com,,Other
9581444,,ble germain,,,ble.germain1@gmail.com,,List import
11092987,Inactive Investor,Brittany Harris,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",brittany.harris@empower.com,,Salesforce
10862827,Inactive Investor,George Offutt,President,"GQO Investment Advisors, Inc. Marble Falls TX 146 Pinehurst St",,,Salesforce
11194089,Inactive Investor,Michael Murray,Supervisory Principal,"Concourse Financial Group Securities, Inc.",michael.murray@concoursefinancial.com,,Salesforce
10760992,Inactive Investor,Jeffrey Swett,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jeffrey.swett@ubs.com,,Salesforce
11133683,Inactive Investor,Neel Patel,,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,,,Salesforce
9604237,,Parag Sharma,,,paragsharma21@hotmail.com,,List import
10922106,Inactive Investor,Jamie Danna,,LPL Financial LLC Pittsburgh PA 2008 Kinvara Dr,jamie.danna@lpl.com,,Salesforce
1004036,Inactive Investor,Audrey Weissman,,Audrey Weissman,audreymw14@gmail.com,,source
9549871,,Jordan Citak,,,jordan.citak@point72.com,,List import
11196201,Inactive Investor,Howard Woo,Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,howard.woo@ubs.com,,Salesforce
10820222,Inactive Investor,Ashwin Mudaliar,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,ashwin.mudaliar@edwardjones.com,,Salesforce
9636453,,Francis Tjia,,,ftjia@incomepartners.com,,List import
1001867,Inactive Investor,Robert Lovas,President & COO,Gilder Office for Growth,robert@gilder4growth.com, +1 919 680 3605,
10866579,Inactive Investor,Brennan Redmond,Financial Advisor;First Vice President,"Sage, Rutty & Co., Inc.",bredmond@sagerutty.com,,Salesforce
11042056,Inactive Investor,Sandra Chancellor,,J.P. Morgan Securities LLC Houston TX 600 Travis St,sandra.chancellor@jpmorgan.com,,Salesforce
9562488,,Lawrence Peyton,,,lpeyton669@gmail.com,,List import
10881083,Inactive Investor,Richard Miller,Portfolio Manager,"Affinity Capital, L.P. San Antonio TX 7201 Broadway St",rmiller@affinity-cap.com,,Salesforce
9570641,,James Bannister,,,jamesbannister30@gmail.com,,List import
11140553,Inactive Investor,John Dorsey,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Huntington WV 750 4th Ave",john.dorsey@raymondjames.com,,Salesforce
9594990,,Scott Berry,,,sberry@sequoia-financial.com,,List import
9621791,,Farhan FarhanKhan,,,f2473943@gmail.com,,List import
10767084,Inactive Investor,Suzanne Wagner,,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,suzanne.h.wagner@morganstanley.com,,Salesforce
10616136,,Barry Proctor,,,bproctor@wintrustwealth.com,,List Import
11024108,Inactive Investor,Adebimpe Bamiduro,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,abamiduro@primerica.com,,Salesforce
10973498,Inactive Investor,Barry Jamieson,Associate Advisor,"Rebel Financial, LLC",barry@rebelfinancial.com,,Salesforce
10891937,Inactive Investor,Nicholas Rightnowar,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
9623125,,Lallan Bhaiya,,,lallanbhaiya@gmail.com,,List import
9583593,,Heather Hall,,Fisher Investments,h.hall@fi.com,,List import
11193654,Inactive Investor,Josette Pelle,,UBS Financial Services Inc. Red Bank NJ 140 Broad St,josette.pelle@ubs.com,,Salesforce
371856,,Katie McIntosh,,United States,mcintoshkatie825@gmail.com,,Salesforce
10965206,Inactive Investor,Donald Freeman,,Morgan Stanley,,,Salesforce
10861901,Inactive Investor,Karen Flynn,,"Raymond James Financial Services, Inc. Orlando FL 5950 Hazeltine National Dr",karen.flynn@raymondjames.com,,Salesforce
66355,,Bryan Strate,,Fidelity Personal and Workplace Advisors,bryan.strate@fmr.com,,
11046579,Inactive Investor,Quina Regina Keel,,J.P. Morgan Securities LLC Edmonds WA 8105 Lake Ballinger Way,regina.keel@jpmorgan.com,,Salesforce
10947595,Inactive Investor,Raphael Aziz,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,raphael.aziz@fmr.com,,Salesforce
11083847,Inactive Investor,Vincent Todd,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",vincent.t.todd_jr@ml.com,,Salesforce
11222604,,Afsaneh Beschloss,,,beschloss.a@therockcreekgroup.com,,List Import
10861837,Inactive Investor,Dominic Filicicchia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",dominic.filicicchia@schwab.com,,Salesforce
10849269,Inactive Investor,Jack Whitley,,MWA Financial Services Inc. Asheboro NC 2519 S Fayetteville St,jack.h.whitley@mwarep.org,,Salesforce
9466743,,Francis Remeika,,Francis Remeika,frankr@mriver.com,,List Import
10841566,Inactive Investor,William Baker,,"Carter, Terry & Company, Inc.",,,Salesforce
10805904,Inactive Investor,Terry Montoya,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,terry.montoya@fidelity.com,,Salesforce
10648162,,Brian Stark,,,brians@triumphcapitalmanagement.com,,List import
9613327,,Blazo Boz,,,blazobozovic1@gmail.com,,List import
351260,,Carissa Bruce,"Director, Air Support","Royal Fund Management, Llc",carissa@royalfundmanagement.com,352-750-1637,Manual List Upload
10855955,Inactive Investor,Jeremiah Lee,Chief Executive Officer;Chief Financial Officer;Regulatory Contact,"TriCord Advisors, Inc.",jeremiah@tricordadv.com,,Salesforce
10940718,Inactive Investor,Matthew Meyers,Investment Executive,LPL Financial LLC Seattle WA 19439 1st Ave S,,,Salesforce
11210179,Inactive Investor,Samuel Theobald,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",samuel.theobald@nm.com,,Salesforce
10871531,Inactive Investor,Matthew Brown,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",matthew.brown@empower.com,,Salesforce
11170655,Inactive Investor,Aaron Conrad,,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",aaron.conrad@nm.com,,Salesforce
10873160,Inactive Investor,Chad Nyitray,Financial Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 1310 S Main St",chad.nyitray@ampf.com,,Salesforce
158814,,Dong ik Lee,,[Unknown],dlr9500@naver.com,,
11199424,Inactive Investor,Bryce Gartman,Financial Advisor;Financial Representative,"Principal Securities, Inc. Clarksville IN 1444 Horn St",gartman.bryce@principal.com,,Salesforce
11113060,Inactive Investor,Bradley Ciucci,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Hagerstown MD 1185 Imperial Dr,bradley.j.ciucci@morganstanley.com,,Salesforce
10833674,Inactive Investor,Daniel Kraft,Vice President,Cambridge Trustee Advisors Inc Wellesley Hills MA 31 Washington St,,,Salesforce
11150953,Inactive Investor,David Hene,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",david.hene@nm.com,,Salesforce
11206770,Inactive Investor,Fred Belknap,,LPL Financial LLC Rockford IL 423 Financial Ct,fred.belknap@lpl.com,,Salesforce
346933,,David Buten,Managing Director,"Baldwin Investment Management, Llc",dbuten@baldwinmgt.com,610-260-1555,Manual List Upload
11121361,Inactive Investor,Philip Mullins,,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",philip.mullins@raymondjames.com,,Salesforce
10885554,Inactive Investor,Justin Miller,Director;Investment Manager;Vice President,Mairs & Power,jmiller@mairsandpower.com,,Salesforce
9564634,,John Blaze,,,blaze@gmx.co.uk,,List import
10784881,Inactive Investor,Steve Warriner,Financial Advisor,LPL Financial LLC Ventura CA 1068 E Main St,steve.warriner@lpl.com,,Salesforce
9552428,,Justin Smith,,,smith.x.justin@gmail.com,,List import
10948586,Inactive Investor,Andrew Ballentine,,"Nelson Ivest Brokerage Services, Inc.",andy@nelsonfinancialplanning.com,,Salesforce
10912807,Inactive Investor,Jacob Linch,Financial Advisor,WaterFront Wealth Inc.,,,Salesforce
343585,,Connor O'Byrne,Vice President,"Gemspring Capital Management, Llc",connor@gemspring.com,203-842-8941,Manual List Upload
44348,,Tyler Gray,"Chief Compliance Officer, Financial Advisor, Founder, Managing Member, Owner","SageOak Financial, LLC",tgray@sageoakfinancial.com,918-518-1533,
9564643,,Matt Wilkinson,,,matt.wilkinson@invesco.com,,List import
11153841,Inactive Investor,Jeffrey Nessia,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",jeff.nessia@wellsfargo.com,,Salesforce
11095048,Inactive Investor,Lee Nysted,Wealth Advisor,"SeaCrest Wealth Management, LLC Purchase NY 3010 Westchester Ave",lnysted@seacrestwm.com,,Salesforce
11098389,Inactive Investor,Heather Kane,,"USI Securities, Inc.",heather_kane@usicg.com,,Salesforce
10927630,Inactive Investor,Justin Slattery,,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
10874613,Inactive Investor,Deven Howard,Financial Advisor,Edward Jones Central Point OR 750 Twin Creeks Xing,deven.howard@edwardjones.com,,Salesforce
9540895,,Jake Rapaport,,,jake@smithandcrown.com,,List Import
9623668,,Manpreet Gill,,,manpreetgill99@hotmail.com,,List import
9612896,,Matthew Sesterhenn,,,msesterhenn@aspirecapital.com,,List import
10787431,Inactive Investor,Thomas Huerta,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,thomas.huerta@fidelity.com,,Salesforce
9612516,,Mitch Ehmka,,,mehmka@kingsviewam.com,,List import
11178481,Inactive Investor,Charles Carter,Financial Planning Associate,Commonwealth Financial Network Phoenix AZ 2720 E Camelback Rd,ccarter@commonwealth.com,,Salesforce
9637702,,Emer Chapman,,,emer.chapman@rte.ie,,List import
5596772,,Terry Tse,,Chainpion Inc.,titantse@gmail.com,18667504989,Web Form Fillout
11117312,Inactive Investor,Susan Quigley,,"Avantax Investment Services, Inc. Garden City NY Private Residence",,,Salesforce
11004497,Inactive Investor,Sasha Buerano,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,sasha.buerano.md5n@statefarm.com,,Salesforce
11060243,Inactive Investor,Iliana Aguilar Vega,,J.P. Morgan Securities LLC San Diego CA 5111 Mission Center Rd,iliana.aguilar@chase.com,,Salesforce
11076923,Inactive Investor,Karen Bausch,Senior Client Associate,"Wells Fargo Clearing Services, LLC Reading PA 1 Meridian Blvd",karen.bausch@wellsfargoadvisors.com,,Salesforce
10766472,Inactive Investor,Cynthia Peters,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Rolla MO 100 S Bishop Ave",petersc@stifel.com,,Salesforce
10046105,,Mandy Kitchen,,,krazykitch@gmail.com,,Web Form Fillout
221096,,tony wong,,[Unknown],tongyuan22@hotmail.com,,source
11050222,Inactive Investor,Gregory Edwards,,"Allstate Financial Services, LLC National City CA 1727 Sweetwater Rd",gregoryedwards@allstate.com,,Salesforce
10825432,Inactive Investor,Michael Affleck,Financial Advisor,"Principal Securities, Inc. Carlsbad CA 8085 Paseo Arrayan",affleck.michael@principal.com,,Salesforce
9645179,,med duj,,,medduj@gmail.com,,List import
11020025,Inactive Investor,Debra Benfatti,,J.P. Morgan Securities LLC Fountain CO 7780 Fountain Mesa Rd,debra.benfatti@jpmorgan.com,,Salesforce
11088022,Inactive Investor,Kevin Sullivan,,"Raymond James Financial Services, Inc.",,,Salesforce
11152338,Inactive Investor,Hanna Bertrand,,"Independent Financial Group, LLC Chevy Chase MD 8401 Connecticut Ave",,,Salesforce
9607956,,Cynthia Gonzalez -,,,cynthiagonzalez065@gmail.com,,List import
10832018,Inactive Investor,Daniel Boland,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",casey.wilson@wellsfargoadvisors.com,,Salesforce
11103404,Inactive Investor,Meagan Hassebrock,,"Osaic Wealth, Inc. Omaha NE 14301 FNB Pkwy",,,Salesforce
11027380,Inactive Investor,John Kennedy,,"J.W. Cole Financial, Inc. Maitland FL 525 Sybelia Pkwy",,,Salesforce
11036850,Inactive Investor,Michael Burrows,,PFS Investments Inc. Clearwater FL 25400 US Hwy 19 N,michael.burrows@primerica.com,,Salesforce
9570010,,Nicholas Lee,,,nlee@mooncapital.com,,List import
11195267,Inactive Investor,Stephanie Markwith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
1943362,,Surend kamar Surend kamar,,,surendk146@gmail.com,,
11006605,Inactive Investor,Angela Kirkland,,"Cambridge Investment Research, Inc. Dayton OH 263 Regency Ridge Dr",,,Salesforce
11021981,Inactive Investor,Devin Deneve,,J.P. Morgan Securities LLC Aurora CO 16750 E Quincy Ave,devin.deneve@jpmorgan.com,,Salesforce
9646462,,William Vodila,,,williamv65@yahoo.com,,List import
10912726,Inactive Investor,Austin Daugherty,,Commonwealth Financial Network Burlington NC 3065 S Church St,adaugherty@commonwealth.com,,Salesforce
10988228,Inactive Investor,Alex Hill,Financial Advisor,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 555 Middle Creek Pkwy",alex.x.hill@nm.com,,Salesforce
9575123,,Neil Bourgeois,,,neil.bourgeois@securitiesamerica.com,,List import
10618380,,Aaron Tokh,,,aaron.tokh@ml.com,,List Import
10940932,Inactive Investor,Glen Maleri,,"Osaic Wealth, Inc. Shelton CT 4 Research Dr",,,Salesforce
9624067,,Philip Vaidyan,,,pvaidyan@gmail.com,,List import
9592240,,Mohammad Munib Rasouli,,,mohammadmunibrasouli@gmail.com,,List import
10901986,Inactive Investor,Arturo Torres,Financial Consultant,"Charles Schwab & Co., Inc. Bulverde TX Private Residence",,,Salesforce
11076395,Inactive Investor,Janette Bingham Davis,,Cetera Financial Specialists LLC Hollywood FL 1745 N University Dr,janette.davis@ceterafs.com,,Salesforce
9624601,,john zks,,,john.gva.zks@gmail.com,,List import
339499,,Ken Nguyen,Senior Associate,"Amberjack Capital Partners, L.p.",ken@intervalecapital.com,281-605-3900,Manual List Upload
9587694,,Tefan Castor,,,scorp9om@gmail.com,,List import
10922353,Inactive Investor,Cindy Mcghee,Wealth Advisor,"Buckingham Strategic Wealth, LLC Charleston WV 101 Washington St E",cmcghee@buckinghamgroup.com,,Salesforce
109838,,Robert Hamilton,,Retired,rkhamilton1950@gmail.com,304-288-1404,
10836576,Inactive Investor,Abraham Schloss,,Maxim Group LLC,aschloss@maximgrp.com,,Salesforce
10977815,Inactive Investor,Vivianne Kohler,,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",vivianne.kohler@nm.com,,Salesforce
9586353,,Prumiys Dulger,,,prumiys.dulger@alcentra.com,,List import
11205015,Inactive Investor,Karen Knox,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",karen.knox@raymondjames.com,,Salesforce
10954651,Inactive Investor,Richard Barnett,Owner,"Wealth For You Financial, LLC",,,Salesforce
9600145,,Hannah Joy Villacuer,,,hvillacuer@gmail.com,,List import
10925176,Inactive Investor,Joshua Beard,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10824051,Inactive Investor,Sanjayraj Khanna,Financial Advisor,"Wells Fargo Clearing Services, LLC Wolcott CT 815 Wolcott Rd",sanjayraj.khanna@wellsfargo.com,,Salesforce
11172102,Inactive Investor,Leanne Juzbasich,,Vanguard Marketing Corporation,leanne_juzbasich@vanguard.com,,Salesforce
11044485,Inactive Investor,Evan Koenig,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10885129,Inactive Investor,Brandee Hewett Shumway,Advisor Consultant,Neuberger Berman BD LLC Scottsdale AZ 11120 E Mission Ln,brandee.hewett@nb.com,,Salesforce
33586,,Siddharth Choudhary,,Singapore,007siddharth@gmail.com,,source
10883374,Inactive Investor,Claudia Wert,Financial Advisor,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",claudia.c.wert@wellsfargoadvisors.com,,Salesforce
10781113,Inactive Investor,Amanda Prows,,Key Investment Services LLC Portland OR 15805 SW 116th Ave,amanda_c_prows@keybank.com,,Salesforce
10971628,Inactive Investor,Kerby Shupp,,"W&S Brokerage Services, Inc. Akron OH 4000 Embassy Pkwy",kerby.shupp@wslife.com,,Salesforce
11217384,,Cheryl Farmer,,,cheryl.farmer@mutualofomaha.com,,Other
9545702,,Aharon Venegas,,,aharonvenegas@gmail.com,,List import
9553097,,Jose Hauad,,,edhauad@ihtwm.com,,List import
9611844,,Frederic Dury,,,frederic_dury376@msn.com,,List import
11178459,Inactive Investor,David Johnson,Financial Advisor;Senior Vice President,"Northern Trust Securities, Inc. Vero Beach FL 755 Beachland Blvd",johnson.david@ntrs.com,,Salesforce
346857,,Benjamin Baccash,Assistant Vice President,Taconic Partners,bbaccash@tacon.com,212-220-9945,Manual List Upload
10976841,Inactive Investor,Rebekah Sheets,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11030755,Inactive Investor,Catherine Johnson,Financial Advisor;Registered Principal,"Ameriprise Financial Services, LLC Braintree MA Private Residence",catherine.a.johnson@ampf.com,,Salesforce
10833802,Inactive Investor,Brian Sullivan,,"BCG Securities, Inc. Berwyn PA 1055 Westlakes Dr",bsullivan@bcgsecurities.com,,Salesforce
11131302,Inactive Investor,Shane Beaman,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",shane.beaman@nm.com,,Salesforce
11084491,Inactive Investor,Mark Gerler,Associate,Thrivent Investment Management Inc. Saint Charles MO 1144 S Benton Ave,mark.gerler@thrivent.com,,Salesforce
11188087,Inactive Investor,John Daley,Private Wealth Advisor,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",,,Salesforce
11083350,Inactive Investor,Nathaniel Heath,,"Raymond James & Associates, Inc.",nathaniel.heath@raymondjames.com,,Salesforce
10995994,Inactive Investor,Michal Bacciarelli,,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",michal.bacciarelli@nm.com,,Salesforce
10987243,Inactive Investor,Adriane Bailey,,PFS Investments Inc. Chattanooga TN 6025 Lee Hwy,,,Salesforce
248406,,Fabrice Pasquier,Chief Investment Officer,Savile Funds / Borletti Group,fabrice@savilefunds.com,,Manual List Upload
9629008,,Andrew Tu,,,andrew2e21@berkeley.edu,,List import
11208826,Inactive Investor,Janene Warren,Private Wealth Advisor,Advisory Services Network Thetford Center VT Private Residence,,,Salesforce
10772166,Inactive Investor,Gregory Schwartz,Principal;Vice President,"Gregory J. Schwartz & Co., Inc. Naples FL 4040 Gulf Shore Blvd N",gregory.schwartz.jr@gjsco.com,,Salesforce
11031543,Inactive Investor,Matthew Mccutcheon,,"Empower Financial Services, Inc Newburyport MA Private Residence",matthew.mccutcheon@empower.com,,Salesforce
9637666,,Jack Bishop,,,bishop.jack@principal.com,,List import
10785528,Inactive Investor,William Russett,,J.P. Morgan Securities LLC San Ramon CA 3104 Crow Canyon Pl,william.russett@jpmorgan.com,,Salesforce
11125403,Inactive Investor,Felipe Sanchez,Wealth Strategist,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,felipe.sanchez@lpl.com,,Salesforce
11177727,Inactive Investor,John Jacoby,Financial Advisor,Edward Jones Prairie Village KS 4200 Somerset Dr,john.jacoby@edwardjones.com,,Salesforce
10918485,Inactive Investor,Gregory Shores,Financial Advisor,LPL Financial LLC Mcalester OK 400 E Wyandotte Ave,gregory.shores@lpl.com,,Salesforce
10874303,Inactive Investor,Devon Taylor,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Visalia CA 2400 S Mooney Blvd",devon.taylor@ml.com,,Salesforce
11189913,Inactive Investor,Daniel Fountain,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 132 Royal Palm Way",daniel.fountain@bofa.com,,Salesforce
10841185,Inactive Investor,Andrew Smith,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,arsmith@rwbaird.com,,Salesforce
11181697,Inactive Investor,Chen Qiu,,"RBC Capital Markets, LLC",,,Salesforce
11052909,Inactive Investor,Robert Faust,,Cetera Financial Specialists LLC Lodi CA Private Residence,robert.faust@ceterafs.com,,Salesforce
9638697,,Bernard Tyson,,,bernard.j.tyson@kp.org,,List import
10867142,Inactive Investor,Jesse Clark,Financial Advisor,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",clark.jesse@principal.com,,Salesforce
11137028,Inactive Investor,Vance Litchfield,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",vance.litchfield@ml.com,,Salesforce
11172333,Inactive Investor,Trisha Renner,Managing Director,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,thansen@rwbaird.com,,Salesforce
11194531,Inactive Investor,Jase Pennock,,Morgan Stanley Sandy UT 200 W Civic Center Dr,jase.pennock@morganstanley.com,,Salesforce
9546604,,Larry Peregrine,,,lperegrine@cambridgesecure.com,,List import
10757014,Inactive Investor,Susan Alintoff,Financial Advisor,Morgan Stanley Westport CT 500 Post Road E,susan.alintoff@morganstanley.com,,Salesforce
11207903,Inactive Investor,Jean-Baptiste Bernard,Executive Director;Financial Advisor,Morgan Stanley New York NY 399 Park Ave,jean-baptiste.bernard@morganstanley.com,,Salesforce
10863195,Inactive Investor,William Streeper,,"Hornor, Townsend & Kent, LLC Aurora IL 1259 Arborside Dr",wstreeper@htk.com,,Salesforce
10754611,Inactive Investor,Christopher Coulter,,"Benjamin F. Edwards & Company, Inc.",kevin.coulter@benjaminfedwards.com,,Salesforce
10803021,Inactive Investor,Jonathan Sefcik,Assistant Vice President;Financial Advisor,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,jsefcik@janney.com,,Salesforce
333908,,Simon Fludgate,Member,Aksia Llc,simon.fludgate@aksia.com,212-710-5710,Manual List Upload
11110329,Inactive Investor,Jennifer Ruppert,,LPL Financial LLC Herndon VA 200 Spring St,jennifer.ruppert@lpl.com,,Salesforce
10786490,Inactive Investor,Martha Innes,,"Raymond James Financial Services, Inc. Boynton Beach FL 8788 Boynton Beach Blvd",martha.innes@raymondjames.com,,Salesforce
241697,,thomas hoo,,[Unknown],thomashoo70@gmail.com,,Direct
10928904,Inactive Investor,David Garcia,Financial Advisor,Edward Jones Niagara Falls NY 3008 Military Rd,david.garcia@edwardjones.com,,Salesforce
10770600,Inactive Investor,Neal Governor,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Ashland OR 67 E Main St",neal.governor@wellsfargo.com,,Salesforce
11077569,Inactive Investor,Eric Kelley,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",eric_kelley@ml.com,,Salesforce
11011277,Inactive Investor,Korey Carnvale,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",korey.carnvale@equitable.com,,Salesforce
7147690,,Amy Sturgeon,,,lihes20967@proexbol.com,,Web Form Fillout
10486680,,James Watt,Financial Advisor,"Wells Fargo Clearing Services, LLC",james.f.watt@wellsfargo.com,,List Import
10850126,Inactive Investor,Richard Rocke,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
373112,,Thomas Heinrich,,[Unknown],tch@tchconsulting.com,,source
11164830,Inactive Investor,Greg Stellhorn,Financial Associate,Thrivent Investment Management Inc. Red Bud IL 122 N Main St,greg.stellhorn@thrivent.com,,Salesforce
11014707,Inactive Investor,Karla Reyes,,J.P. Morgan Securities LLC Valencia CA 28194 Newhall Ranch Rd,karla.reyes@jpmorgan.com,,Salesforce
104979,,Daniel Tortola,Chief Investment Officer,"Boston Research And Management, Inc.",dtortola@bostonrm.com,978-526-9700,Manual List Upload
10884324,Inactive Investor,Todd Stockwell,,"Charles Schwab & Co., Inc. Boston MA 1 International Pl",todd.stockwell@schwab.com,,Salesforce
6394221,,Amanda Elrod,,,55a55c55e@gmail.com,,Web Form Fillout
11186251,Inactive Investor,Richard Ringler,Regional Vice President,PFS Investments Inc. Foxboro MA 132 Central St,richard.ringler@primerica.com,,Salesforce
9587106,,Patrick Terrell,,,patrick.terrell@usaa.com,,List import
10790753,Inactive Investor,Ronald Click,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",ron.click@rbc.com,,Salesforce
10881586,Inactive Investor,Aaron Misenheimer,Financial Advisor,Edward Jones Jonesville NC 1530 NC Hwy 67,aaron.misenheimer@edwardjones.com,,Salesforce
10868114,Inactive Investor,Brooke Trinh,Chief Compliance Officer;Financial Planner;Managing Partner;Member,trueNorth Wealth Advisors,btrinh@truenorthwa.com,,Salesforce
9631524,,Chirag Tahilyani,,,chiragtahilyani@gmail.com,,List import
11218966,,Susan Frenkel,,,susan.frenkel@ceterafs.com,,Other
9611077,,Dirk Breeuwer,,,dirkjanbreeuwer@gmail.com,,List import
9633074,,Bud Sturmak,,,bsturmak@perigonwealth.com,,List import
10829464,Inactive Investor,Shawn Hertz,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bozeman MT 875 Harmon Stream Blvd",,,Salesforce
10831731,Inactive Investor,Albert Korb,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 3536 SW Troy St",al.x.korb@ampf.com,,Salesforce
9641020,,Antonio Gomez,,,antonio.gomez0523@gmail.com,,List import
10920577,Inactive Investor,James Paul,,LPL Financial LLC Olyphant PA 1622 Main St,james.paul@lpl.com,,Salesforce
226981,, -,,[Unknown],atlantajack@icloud.com,,
9549582,,Karen Burke,,,karenburke@synovus.com,,List import
9627958,,Praveen Joseph,,,praveen.joseph@celo.org,,List import
9609753,,Luke Tolman,,,luke.tolman@gmail.com,,List import
9618632,,Raymond Key,,,skey92000@yahoo.com,,List import
11135130,Inactive Investor,Michael Fred,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend IN 100 N Michigan St",mike_fred@ml.com,,Salesforce
11083416,Inactive Investor,Gretchen Dawson,,"Northwestern Mutual Investment Services, LLC Crown Point IN 2080 N Main St",gretchen.dawson@nm.com,,Salesforce
9642347,,Eric Kistler,,,eric.kistler@yahoo.com,,List import
11234036,Inactive Investor,Anthony Bringas,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
9644345,,Kelvin Ankrah,,,ankmelvin30@gmail.com,,List import
9593979,,Michael Wise,,,mw8992@outlook.com,,List import
11074617,Inactive Investor,Angela Laux,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",angela.laux@ml.com,,Salesforce
6677634,,pozz thy,,,poyif95500@ngopy.com,,Web Form Fillout
10779498,Inactive Investor,Dennis Marchalonis,,Fidelity Brokerage Services LLC,dennis.marchalonis@fidelity.com,,Salesforce
10616665,,William Meyer,,,bill.meyer@lpl.com,,List Import
11017092,Inactive Investor,Robert Severtson,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",bobby.severtson@nm.com,,Salesforce
10811276,Inactive Investor,Juan Lacroze,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 101 Park Ave,juan.lacroze@morganstanley.com,,Salesforce
10769617,Inactive Investor,Vijay Shinde,,"Wells Fargo Clearing Services, LLC Millburn NJ 281 Millburn Ave",vijay.shinde@wellsfargoadvisors.com,,Salesforce
11143019,Inactive Investor,Kevin Shrout,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
11178960,Inactive Investor,Mark Monty,,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
11230707,Inactive Investor,Rita Baratta,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,rita.baratta@lpl.com,,Salesforce
9641435,,gino van neer,,,gvanneer@me.com,,List import
10795210,Inactive Investor,Matthew Taylor,Financial Advisor,Edward Jones Mesquite TX 2144 N Belt Line Rd,matthew.taylor@edwardjones.com,,Salesforce
11155948,Inactive Investor,Andrew Czajkowski,Associate Advisor,"NorthRock Partners, LLC San Rafael CA 100 Smith Ranch Rd",,,Salesforce
10987174,Inactive Investor,Aubrey Moore,,PFS Investments Inc. Little Rock AR 1501 N University Ave,aubreycmoore@primerica.com,,Salesforce
340582,,Melissa Kennedy,Director Of The Board,Bentallgreenoak (u.s.) Limited Partnership,mkennedy@bentallkennedy.com,206-623-4739,Manual List Upload
10940547,Inactive Investor,John Hollenbeck,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,,,Salesforce
10810319,Inactive Investor,Christine Armstrong,,Morgan Stanley Boston MA 28 State St,,,Salesforce
11050115,Inactive Investor,Walter Romero,,"Osaic Institutions, Inc. Ridgefield CT 150 Danbury Rd",wromero@infinexgroup.com,,Salesforce
11190461,Inactive Investor,Jared Nenninger,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10769542,Inactive Investor,Maria Myers,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",maria_myers@ml.com,,Salesforce
11157705,Inactive Investor,Gerald Barnes,,"FSG Financial Services, Inc.",gerald@fsgaz.com,,Salesforce
11153523,Inactive Investor,Paul McArthur,,"Kestra Investment Services, LLC Frederick MD 154 N Market St",,,Salesforce
11015987,Inactive Investor,Triny Acosta De Ugueto,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,tacosta-de-ugueto@primerica.com,,Salesforce
10802181,Inactive Investor,Douglas Berlin,Financial Advisor;Vice President,Morgan Stanley Camp Hill PA 214 Senate Ave,doug.berlin@morganstanley.com,,Salesforce
11254679,Inactive Investor,Jeffrey Rubin,,Perigee Securities LP,,,Salesforce
11182978,Inactive Investor,James Kopco,Financial Advisor,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",james.kopco@wellsfargoadvisors.com,,Salesforce
336735,,Neil Kay,Managing Partner,Old Vine Capital,neil@oldvinecapital.com,415-990-1420,Manual List Upload
11197256,Inactive Investor,Patricia Smelcer,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",patricia.smelcer@prudential.com,,Salesforce
119045,,Roger Lewis,Financial Advisor,Lincoln Financial Advisors Corporation,roger.lewis@lfg.com,800-237-3813,
10936166,Inactive Investor,Paula Delawder,Financial Advisor,Edward Jones Johnson City TN 406 Roy Martin Rd,michele.delawder@edwardjones.com,,Salesforce
11168740,Inactive Investor,Nikhil Krishnan,Managing Director,Neuberger Berman BD LLC,nikhil.krishnan@nb.com,,Salesforce
11067233,Inactive Investor,Nathaniel Velasco,,"Wells Fargo Clearing Services, LLC Lakewood CA 4711 Candlewood St",nathaniel.i.velasco@wellsfargo.com,,Salesforce
9626713,,Jean Bruno,,,jp@brunomenswear.com,,List import
11130594,Inactive Investor,Corrine Skogrand,Private Wealth Advisor,"Ameriprise Financial Services, LLC Marshall MN 122 N 3rd St",corrine.2.skogrand@ampf.com,,Salesforce
10917108,Inactive Investor,Jessica Skelton,,"Osaic Wealth, Inc. Fairview Village PA Private Residence",,,Salesforce
10782640,Inactive Investor,Suzanne Houston,Private Client Investment Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,suzanne.houston@jpmorgan.com,,Salesforce
11141987,Inactive Investor,Nathan Sharpe,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11028749,Inactive Investor,Cloud Nguyen,,"U.S. Bancorp Investments, Inc. Osseo MN 13501 80th Cir N",,,Salesforce
11074071,Inactive Investor,Ivona Gorzelski,,J.P. Morgan Securities LLC New York NY 941 Lexington Ave,ivona.gorzelski@jpmorgan.com,,Salesforce
10758366,Inactive Investor,Vanessa Breen,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",vanessa_breen@ml.com,,Salesforce
10985216,Inactive Investor,Declan Murphy,,"Citizens Securities, Inc. Cranston RI 1850 Plainfield Pike",declan.murphy@citizensbank.com,,Salesforce
10956954,Inactive Investor,Nicholas Pacheco,High Net Worth Representative;Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10856976,Inactive Investor,Chelsea Brogan-Ferguson,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,chelsea.brogan@morganstanley.com,,Salesforce
10902138,Inactive Investor,Adrienne Wright,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",arwright@tiaa.org,,Salesforce
11187732,Inactive Investor,Ryan Zemke,Account Executive,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,rzemke@janney.com,,Salesforce
9573140,,Alex Silverstein,,,alex.silverstein@point72.com,,List import
10762280,Inactive Investor,William DeMatteo,Branch Manager;Executive Director,Morgan Stanley New York NY 55 E 52nd St,william.dematteo@morganstanley.com,,Salesforce
11070030,Inactive Investor,Christopher Moreno,,J.P. Morgan Securities LLC Long Beach CA 4501 E Pacific Coast Hwy,christopher.moreno@jpmorgan.com,,Salesforce
220680,,Seth Vallet,,[Unknown],valletseth@yahoo.com,,
11142639,Inactive Investor,Brian Smith,Investment Advisor Representative;Vice President,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",brian.smith@equitable.com,,Salesforce
10947689,Inactive Investor,Luke Bodewes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10849739,Inactive Investor,Kevin Maltezo,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10786472,Inactive Investor,Catherine D'Amico,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",catherine.damico@stifel.com,,Salesforce
9571034,,Mark Lee,,,mlee@mountaineerpartners.com,,List import
10799353,Inactive Investor,Robert Osterday,,PFS Investments Inc. Luverne MN 211 E Main St,robert.osterday@primerica.com,,Salesforce
227884,,Luke -,Financial Solutions Advisor,[Unknown],luke.gebert@ml.com,,Advertising
11018157,Inactive Investor,Kyle Baker,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",kyle.baker@ml.com,,Salesforce
11047001,Inactive Investor,Riley Reimschisel,Investment Advisor Representative;Partner,Phillips Financial,riley@1phillips.com,,Salesforce
1003191,Inactive Investor,Luke Cohler,,Jetty,ljcohler@gmail.com,,3rd Party Lead Gen
11094595,Inactive Investor,Shane Otto,,Stonex Securities Inc.,shane.otto@saswealth.com,,Salesforce
9605494,,Brett Rubinson,,,brubinson@veritablelp.com,,List import
10889598,Inactive Investor,Trent Tidwell,Financial Advisor,Edward Jones Ada OK 708 E Main St,trent.tidwell@edwardjones.com,,Salesforce
9573890,,Hamza Sheikh,,,hamzasheikh14@gmail.com,,List import
11030653,Inactive Investor,Robert Knode,Partner;Senior Wealth Manager,"QuadCap Wealth Management, LLC",bknode@quadcapwm.com,,Salesforce
9541396,,Kimberley Gantz,,,kim@cryptobeastagency.com,,List import
10959494,Inactive Investor,Isaac Fabiano,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9570345,,Gene Mannella,,,gmannella@hedgeserv.com,,List import
9618219,,Elliot Bossen,,,elliot@silverbackasset.com,,List import
10899389,Inactive Investor,Gladimir Ambroise,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,gladimir_ambroise@vanguard.com,,Salesforce
10784419,Inactive Investor,Kayla Williams,,J.P. Morgan Securities LLC Flower Mound TX 6240 Long Prairie Rd,kayla.s.williams@jpmorgan.com,,Salesforce
10648034,,Robert Klaess,,,rklaess@ccaretirement.com,,List Import
11182038,Inactive Investor,Michele Johnson,Financial Planner,LPL Financial LLC Willoughby OH 38039 W Spaulding St,michele.johnson@lpl.com,,Salesforce
10992524,Inactive Investor,Yang Li Wu,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",yang.wu@globalinkusa.com,,Salesforce
11044480,Inactive Investor,Glen Bloodsaw,,J.P. Morgan Securities LLC Chicago IL 92 E 103rd St,glen.bloodsaw@jpmorgan.com,,Salesforce
10950904,Inactive Investor,Madeline Hall,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10606325,,Melissa Brooks,Analyst - Product Strategy,"Lord, Abbett & Co. LLC",mbrooks@lordabbett.com,201-827-2269,List Import
11013182,Inactive Investor,Kevin Hudson,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,khudson@primerica.com,,Salesforce
11043935,Inactive Investor,Richard Defulvio,,State Farm VP Management Corp. Burlington NJ 816 W Rte 130,,,Salesforce
11072046,Inactive Investor,Suzanne Ferguson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",suzanne.ferguson@ml.com,,Salesforce
11166614,Inactive Investor,Jeffrey Rosenblum,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,jeffrey.rosenblum@ubs.com,,Salesforce
11058429,Inactive Investor,Van B Noah,Financial Advisor,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,bnoah@janney.com,,Salesforce
9597339,,Cristopher Moran,,,cmoran@epwealth.com,,List import
11037414,Inactive Investor,Jonathan Lanstein,,"Cambridge Investment Research, Inc. Malden MA 389 Main St",,,Salesforce
10603735,,Eric Lawton,"Chief Executive Officer, President",LPL Financial LLC,eric.lawton@lpl.com,,List Import
11094273,Inactive Investor,Alexander Panos,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",apanos@financialguide.com,,Salesforce
10755594,Inactive Investor,Juan Limon,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
11059768,Inactive Investor,Donald Hamilton,,"Farmers Financial Solutions, LLC Bowling Green MO 106 S Court St",,,Salesforce
10896878,Inactive Investor,Michael Sieler,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,sielerm@ceteranetworks.com,,Salesforce
11172535,Inactive Investor,Carolyn Taylor,Chief Compliance Officer;Founding Partner;Limited Partner;President,Weatherly Asset Management,carolyn@weatherlyassetmgt.com,,Salesforce
11125103,Inactive Investor,Benjamin Waggoner,Financial Advisor,Edward Jones New Melle MO 30 W Hwy D,ben.waggoner@edwardjones.com,,Salesforce
9567730,,Jongkyung Lee,,,beadsmap@gmail.com,,List import
11088237,Inactive Investor,Karen Baxter,,"Fifth Third Securities, Inc. Brentwood TN 6674 Nolensville Rd",karen.baxter@53.com,,Salesforce
11060016,Inactive Investor,Jordan Vander Poorten,,"Golden State Equity Partners, LLC Newport Beach CA 20201 SW Birch St",,,Salesforce
151861,,Bob Bachmeier,,[Unknown],bobbachmeier@gmail.com,,
11095041,Inactive Investor,Alexander Selem,Chief Compliance Officer;Managing Member,Archedia Capital LLC,,,Salesforce
11011742,Inactive Investor,Harold Hoyte,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,harold.hoyte@primerica.com,,Salesforce
11193026,Inactive Investor,Paul Clay,Investment Advisor Representative,Copper Canyon LLC,,,Salesforce
11155495,Inactive Investor,Michael Miracle,,"Investment Network, Inc.",mmiracle@invnetinc.com,,Salesforce
10831261,Inactive Investor,Lisa Boone,Accredited Domestic Partnership Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Augusta GA 1325 Greene St",lisa.boone@raymondjames.com,,Salesforce
9586262,,James Daffron,,"Securities America Advisors, Inc.",james.daffron@securitiesamerica.com,,List import
4255248,,Russell E Driver,,,rdriver187@gmail.com,,Web Form Fillout
11254388,Inactive Investor,Gary Gabor,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",gary.gabor@wellsfargo.com,,Salesforce
11149975,Inactive Investor,David Henningfield,,LPL Financial LLC Elkhorn WI 850 N Wisconsin St,david.henningfield@lpl.com,,Salesforce
11142161,Inactive Investor,Donald Debiase,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Southbury CT 465 Heritage Rd",,,Salesforce
9548384,,Randy Wo-Eng,,,rwo-eng@evergreencapital.net,,List import
65923,,Gregory Rovinski,"Advisor, Financial Professional","MML Investors Services, LLC",grovinski@financialguide.com,610-573-5632,
11196532,Inactive Investor,Megan Koterba,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,megan.koterba.j3oc@statefarm.com,,Salesforce
10894035,Inactive Investor,Kelly Colaw,,Vanguard Marketing Corporation,kelly_williams@vanguard.com,,Salesforce
218987,,Alec Sternberg,,Kezar Digital,alec.sternberg17@gmail.com,(434) 270-5903,Organic Search
9608648,,Stefan Franka,,,stefanfranka@gmail.com,,List import
216747,,Lauren Winkelman,,[Unknown],lauren@citrinecapitaladvisors.com,,Event
11013805,Inactive Investor,Kenyon Hails,Team Leader,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10761511,Inactive Investor,Nancy Salzbach,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",nancy_salzbach@ml.com,,Salesforce
10656370,,Vanessa Williams Joseph,,,vanessa.m.joseph@jpmorgan.com,,List Import
341338,,Warren Staley,Non-executive Chairman,O'brien-staley Partners,warren.staley@osp-group.com,612-254-6442,Manual List Upload
11207675,Inactive Investor,Jay Middleton,Senior Financial Advisor;Senior Portfolio Manager,"Lokken Investment Group, LLC",jmiddleton@lokkeninvest.com,,Salesforce
11006791,Inactive Investor,Robin Birkelbach,,Birkelbach & Co.,,,Salesforce
9639008,,Giles Somerville,,,giles@kginvest.net,,List import
9583016,,Andrew Steginsky,,Steginsky Capital LLC,Andrew@steginsky.com,,List import
123222,,Anne Delaney,Relationship Manager,Columbia Pacific Wealth Management,anne@columbiapacific.com,(206) 257-3577,
10929054,Inactive Investor,Caleb Frankel,Chief Operating Officer;Regulatory Contact,EarlyBird Central Inc. Chicago IL 171 N Aberdeen St,caleb@getearlybird.io,,Salesforce
10505899,,Ed Kavo,Sales,Duncan Financial Group,edward.kavo@cambridgesecure.com,724-863-3287,List import
10509900,,Andre Silva,Traditional Reporter,With Intelligence,andre.silva@withintelligence.com,,List Import
11228651,Inactive Investor,Ridgewell Clark,,J.P. Morgan Securities LLC Poughkeepsie NY 704 Freedom Plains Rd,ridgewell.clark@jpmorgan.com,,Salesforce
9636904,,Alan Meder,,,ameder@dpimc.com,,List import
340301,,Kathy Kincaid,Senior Planner,Walleye Capital Llc,kkincaid@waller.com,952-345-5200,Manual List Upload
9571000,,Guido Mosca,,,guido.mosca@rohatyngroup.com,,List import
11089479,Inactive Investor,Brian Stevens,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10792530,Inactive Investor,Stephen Hartmann,Advisor,"Ashton Thomas Securities, LLC Delmar NY 2 Howard Pl",hartmann@excelsecurities.com,,Salesforce
10998910,Inactive Investor,Christophe Pritchard,,PFS Investments Inc. Fort Lauderdale FL 100 NW 82nd Ave,cpritchard@primerica.com,,Salesforce
225480,, -,,[[Unknown]],tripdadp1@gmail.com,,Initial Salesforce Import
11186483,Inactive Investor,Jeffrey Mansur,,"Osaic Wealth, Inc. Vancouver WA 105 W Evergreen Blvd",,,Salesforce
10695835,,Richard Parrey,,Franklin Templeton Financial Services,richard.parrey@franklintempleton.com,,List Import
11042238,Inactive Investor,Erkan Hajric,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",erkan.hajric@ml.com,,Salesforce
337959,,Julio Fiallos,Financial Services Analyst,Cfs Investment Advisory Services Llc,julio@cfsias.com,973-826-8800,Manual List Upload
227493,, -,,[[Unknown]],mark@blueberry.co.uk,,Organic Search
11019653,Inactive Investor,John Grimm,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",john.grimm@nm.com,,Salesforce
238881,,anne Stone,,[Unknown],astone593@yahoo.com,,
200453,,John McCallum,"Financial Services Professional, Insurance Agent",Eagle Strategies LLC,johnmccallum@ft.newyorklife.com,864-678-7008,
11113226,Inactive Investor,Alexander Williams,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10619026,,Brian Chandler,,,brian.chandler@morganstanley.com,,List Import
11021517,Inactive Investor,Robert White,,Fidelity Brokerage Services LLC,,,Salesforce
10975172,Inactive Investor,Amy Jensen,,"Allstate Financial Services, LLC Bellingham WA 2530 Meridian St",amyjensen@allstate.com,,Salesforce
9554344,,Andrew Kulkay,,,akulkay@hotmail.com,,List import
349654,,David Fiorentino,"Limited Partner And Managing Director Of Prospect Hill Growth Partners, L.p.","Prospect Hill Growth Partners, L.p.",dfiorentino@jwchilds.com,617-753-1100,Manual List Upload
10783086,Inactive Investor,Beverly Wilson-Mckenzie,,Citigroup Global Markets Inc. Hempstead NY Private Residence,beverly.wilsonmckenzie@citigroup.com,,Salesforce
9614032,,Mark Harrington,,,mharrington@linxus.com,,List import
9587075,,Paul Callan,,,dcallanphd@aol.com,,List import
10753983,Inactive Investor,Steven Arnold,,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,steven.arnold@lpl.com,,Salesforce
11131784,Inactive Investor,David Valtierra,Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",dvaltierra@financialguide.com,,Salesforce
10859312,Inactive Investor,Agostino Pugliese,Director - Investment Management;Partner;Senior Financial Advisor,The Marshall Financial Group LLC,anthony@marshallfinancialgroup.com,,Salesforce
10961622,Inactive Investor,Nathan Mccray,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11052640,Inactive Investor,Kerri Willing,Financial Advisor,LPL Financial LLC Hannibal MO 2929 Palmyra Rd,kerri.willing@lpl.com,,Salesforce
9571060,,Johannes Weber,,,jweber@elliottmgmt.com,,List import
11071856,Inactive Investor,Kristina Gibson,,"Raymond James Financial Services, Inc. Newberry FL 24836 W Newberry Rd",kristi.gibson@raymondjames.com,,Salesforce
1002442,Inactive Investor,Chris Duerr,Senior Research Analyst,Interchange Capital Partners,chris.duerr@interchangecp.com,(412) 307-4205,
11061401,Inactive Investor,Deniz Anginer,Chief Investment Officer;Chief Research Officer;Co-Founder,"Wolverine Investment Advisors, LLC",deniz@w-ria.com,,Salesforce
11041011,Inactive Investor,Justin Fillinger,,"Northwestern Mutual Investment Services, LLC Knoxville TN 800 S Gay St",justin.fillinger@nm.com,,Salesforce
11146743,Inactive Investor,Leon Treutle,,"U.S. Bancorp Investments, Inc. Nashville TN 2019 Richard Jones Rd",,,Salesforce
10620364,,sumit kurde,,,sumit.kurde@seedeer.in,,Web Form Fillout
11192051,Inactive Investor,Taylor Dearden,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,taylor.dearden@fidelity.com,,Salesforce
11032093,Inactive Investor,Steven Paine,Investment Advisor Representative,LPL Financial LLC Tacoma WA 4301 S Pine St,steven.paine@lpl.com,,Salesforce
11155134,Inactive Investor,Aaron Crist,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
10829505,Inactive Investor,Geoffrey Steger,Financial Consultant,LPL Financial LLC Chicago IL 200 W Adams St,geoff.steger@lpl.com,,Salesforce
11196048,Inactive Investor,Susan Stults,Senior Wealth Strategy Associate,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,susan.stults@ubs.com,,Salesforce
11104137,Inactive Investor,Shery Joseph,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,shery.joseph@chase.com,,Salesforce
9578813,,Alan Delmas,,,delmasalan@hotmail.com,,List import
10798119,Inactive Investor,Asaf Glaich,,"Stifel, Nicolaus & Company, Incorporated Sugar Land TX 2245 Texas Dr",asaf.glaich@stifel.com,,Salesforce
11162142,Inactive Investor,Jaden Potts,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,jaden.potts@nb.com,,Salesforce
10945620,Inactive Investor,Carlos Navas,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11253981,Inactive Investor,Marina Bobrovich,,J.P. Morgan Securities LLC,marina.bobrovich@jpmorgan.com,,Salesforce
9601028,,w w,,,tang@126.com,,List import
9602035,,Loris Sucur,,,loris.sucur@gmail.com,,List import
10975176,Inactive Investor,Joshua Carter,,"Allstate Financial Services, LLC Independence KY 9570 Apple Valley Dr",joshcarter@allstate.com,,Salesforce
10869943,Inactive Investor,Jose Guerrero,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,jose.guerrero@fidelity.com,,Salesforce
10996397,Inactive Investor,Forest Dutton,Investment Advisor Representative,Brightworks Financial Planning LLC,forest@brightworksfp.com,,Salesforce
10778693,Inactive Investor,Jay Smith,,"Raymond James Financial Services, Inc. Oxford MI 28 S Washington St",jay.smith@raymondjames.com,,Salesforce
207586,,Kyle Clark,Team Leader,Fisher Investments,k.clark@fi.com,,
9552137,,bosung lee,,,ebossung@naver.com,,List import
10865775,Inactive Investor,Edward Hansen,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,edwardhansen@statefarm.com,,Salesforce
11181945,Inactive Investor,Arturo Inigo,,"Frost Brokerage Services, Inc. Spring TX 215 E Shore Dr",arturo.inigo@frostbank.com,,Salesforce
11034597,Inactive Investor,Travis Ralph,,PFS Investments Inc. Rohnert Park CA 5350 Commerce Blvd,tralph@primerica.com,,Salesforce
9549192,,Thomas Frolick,,,tom.frolick@voya.com,,List import
11117598,Inactive Investor,Susan Brusewitz,,LPL Financial LLC Saint Paul MN 928 Inwood Ave N,susan.brusewitz@lpl.com,,Salesforce
10812895,Inactive Investor,Kevyn Schroeder,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
11097576,Inactive Investor,Stephen Deluchi,Chief Compliance Officer;Owner;Principal,De Luchi Investment Management,stephen@deluchi.com,,Salesforce
9568019,,Anton Palmer,,,anton.palmer@gmail.com,,List import
10991668,Inactive Investor,Benjamin Martin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,benjamin_martin@vanguard.com,,Salesforce
9601254,,Jordan Arave,,,jordan.arave@thinkingbeyond.com,,List import
9624179,,ANKIT KUMAR,,,montuji00899@gmail.com,,List import
11186033,Inactive Investor,Angelo Messina,,"RBC Capital Markets, LLC",,,Salesforce
232440,, -,,[Unknown],davyleung@aquaseason.com,,
233928,, -,,[[Unknown]],rh2059@hotmail.com,,
10796181,Inactive Investor,Chad Miller,Financial Advisor,Edward Jones Annapolis MD 1390 Cape St Claire Rd,chad.miller@edwardjones.com,,Salesforce
9628254,,Gordon Keays,,,gordon@fir.ca,,List import
11096353,Inactive Investor,Daniel Kelleher,Financial Advisor,"Wells Fargo Clearing Services, LLC Scotch Plains NJ 460 Park Ave",daniel.p.kelleher@wellsfargo.com,,Salesforce
11064087,Inactive Investor,Rhina Pineda,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10967703,Inactive Investor,Fnu Chagan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
239183,,Yunus Gürleyen,,Yunus GÃ¼rleyen,yunusgurleyen448@gmail.com,,Direct
10769814,Inactive Investor,Claire Horton,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",claire.horton@wellsfargoadvisors.com,,Salesforce
11124515,Inactive Investor,James Sarcione,,"Allstate Financial Services, LLC Haverhill MA 16 Granite St",,,Salesforce
11051483,Inactive Investor,Giancarlo Troncoso,Investment Advisor Representative;Partner,"Jaffe Tilchin Investment Partners, LLC",john@jaffetilchin.com,,Salesforce
10974683,Inactive Investor,Marcos Castrejon,,"Farmers Financial Solutions, LLC Delhi CA 16385 Schendel Ave",mcastrejon@farmersagent.com,,Salesforce
9631743,,S D,,,mastercilander@gmail.com,,List import
11064948,Inactive Investor,Wendi Lohmar,Managing Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,wendi.doyle@jpmorgan.com,,Salesforce
10829278,Inactive Investor,Christopher McNabb,Financial Advisor,Edward Jones Tacoma WA 6720 Regents Blvd,chris.mcnabb@edwardjones.com,,Salesforce
10510267,,Francisco Rodriguez,Investment Analyst/ PM,Orion/Brinker Capital Investments,francisco.rodriguez@orion.com,,List Import
11094722,Inactive Investor,Jeffery Scott,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9565666,,Ryan Berry,,,rberry@racap.com,,List import
11026907,Inactive Investor,Keith Tomer,Financial Advisor,Commonwealth Financial Network Doylestown PA 601 New Britain Rd,ktomer@commonwealth.com,,Salesforce
11065357,Inactive Investor,Elyssa Kupferberg,Director - Investments,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",,,Salesforce
11111807,Inactive Investor,Felipe Loboguerrero,Managing Director;Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10873895,Inactive Investor,Brian Purtle,,"Allstate Financial Services, LLC Texarkana TX 3301 Richmond Rd",bpurtle@allstate.com,,Salesforce
11101219,Inactive Investor,Matthew Costa,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",matthew.costa@nm.com,,Salesforce
11036374,Inactive Investor,Richard Perkins,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
11077978,Inactive Investor,James Hart,Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",vern.hart@raymondjames.com,,Salesforce
10844070,Inactive Investor,Bryan Kabot,Chief Operating Officer;Financial Advisor;Managing Partner;Partner,Regency Wealth Management,bkabot@regencywealth.com,,Salesforce
10658164,,Connie Witmer,,,connie.witmer@primerica.com,,List Import
10888799,Inactive Investor,Elizabeth Whitsel,Private Banker,"First Horizon Advisors, Inc. Chapel Hill NC 201 S Estes Dr",elizabeth.whitsel@firsthorizon.com,,Salesforce
10884561,Inactive Investor,Aaron Ralston,,"Wells Fargo Advisors Financial Network, LLC Victoria TX 405 Buena Vista Ave",aaron.ralston@wellsfargo.com,,Salesforce
10976888,Inactive Investor,Benjamin Gaul,,Fidelity Brokerage Services LLC,,,Salesforce
10866733,Inactive Investor,Antony Codrington,,J.P. Morgan Securities LLC Florence KY 8480 US Hwy 42,antony.b.codrington@jpmorgan.com,,Salesforce
11213136,Inactive Investor,Matthew Shaw,,Cetera Advisor Networks LLC Draper UT 547 E Camden Park Ln,matthew.shaw@ceterawealth.com,,Salesforce
10823129,Inactive Investor,Ryan Fisher,Financial Advisor,Edward Jones Minneapolis MN 3600 American Blvd W,ryan.fisher@edwardjones.com,,Salesforce
10485743,,Rohaizad Haiz A. Izard,,,izar.enterprise@gmail.com,,Web Form Fillout
11058364,Inactive Investor,Sandra Crook,,Brookwood Investment Group Westmont IL Private Residence,sandra.crook@brookwoodinvestmentgroup.com,,Salesforce
11002064,Inactive Investor,Lee Baker,,LPL Financial LLC Murfreesboro TN 1524 Williams Dr,lee.baker@lpl.com,,Salesforce
10658686,,Steven Underwood,,,steven.c.underwood@chase.com,,List Import
11192353,Inactive Investor,Antonio Delagarza,Financial Services Consultant,PNC Investments Sugar Land TX 423 Hwy 6,antonio.delagarza@pnc.com,,Salesforce
11112402,Inactive Investor,Karen Erdrich,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",erdrich.karen@principal.com,,Salesforce
10846333,Inactive Investor,Christopher Brashier,Chief Compliance Officer;Founder;Managing Director;Managing Member;President,"CHB Investment Group, LLC",chb@chbinvestmentgroup.com,,Salesforce
10962342,Inactive Investor,Eric Evenstad,,"Avantax Investment Services, Inc. Westby WI 114 S Main St",,,Salesforce
11108272,Inactive Investor,Cameron Harrell,,Jefferies LLC San Francisco CA 101 California St,charrell@jefferies.com,,Salesforce
4289559,,Austin Ayhner,,,elvirablue@putrajayabaya.skom.id,12025961737,Web Form Fillout
11181127,Inactive Investor,James Fletcher,Wealth Manager,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,,,Salesforce
10823161,Inactive Investor,Donald Walters,,PFS Investments Inc. Knoxville TN 112 Glenleigh Ct,donald.walters@primerica.com,,Salesforce
10998644,Inactive Investor,Alexander Harriehausen,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",alexander.harriehausen@valic.com,,Salesforce
10991493,Inactive Investor,Kimia Steed,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10844831,Inactive Investor,Tove Lichty,Financial Advisor,Edward Jones Elk River MN 9000 Quantrelle Ave NE,tove.lichty@edwardjones.com,,Salesforce
10646050,,Jonathan Paris,,,jparis@lincolninternational.com,,List Import
11000689,Inactive Investor,Corbin Bogeajis,,"Equitable Advisors, LLC Mount Dora FL 3723 Lake Center Dr",corbin.bogeajis@equitable.com,,Salesforce
10761614,Inactive Investor,John Cooney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",john_m_cooney@ml.com,,Salesforce
11078936,Inactive Investor,Scott Chon,,"Osaic Wealth, Inc. Murrieta CA 33050 Antelope Rd",,,Salesforce
10887215,Inactive Investor,Lawrence Gardner,Financial Advisor,LPL Financial LLC Wesley Chapel FL 27213 State Road 56,lawrence.gardner@lpl.com,,Salesforce
10965077,Inactive Investor,Benjamin Thornton,Chief Compliance Officer;Investment Advisor;Owner,Unicorn Consulting,b.thornton@unicornconsulting.us,,Salesforce
11102618,Inactive Investor,Kevin Connor,,Kovack Securities Inc. Tequesta FL Private Residence,,,Salesforce
10758932,Inactive Investor,Edward Sickel,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",edward.t.sickel@wellsfargoadvisors.com,,Salesforce
3286156,,Benjamin Berger,,,bennyberger@web.de,,Web Form Fillout
11183063,Inactive Investor,Gregory Ryan,,"Allstate Financial Services, LLC Mansfield TX 408 S Main St",gregoryryan@allstate.com,,Salesforce
11172936,Inactive Investor,Lisa Doche,Managing Director,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,ldoche@rwbaird.com,,Salesforce
11019699,Inactive Investor,William Manges,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",scott.manges@nm.com,,Salesforce
10769900,Inactive Investor,Venetia Abulaban,Regional Manager,The Huntington Investment Company Morgantown WV 3120 University Ave,van.abulaban@huntington.com,,Salesforce
10831271,Inactive Investor,Alan Hawkins,Wealth Advisor,Intrua Financial,alan@intrua.com,,Salesforce
11102707,Inactive Investor,Jared Harville,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 6560 Fannin St,jared.harville@jpmorgan.com,,Salesforce
10942806,Inactive Investor,Thomas Block,,"Cambridge Investment Research, Inc. Midlohian VA Private Residence",thomas.block@cambridgesecure.com,,Salesforce
10877886,Inactive Investor,Christopher Thomas,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,christopher.thomas@evercore.com,,Salesforce
10907001,Inactive Investor,Zachary Baird,Private Wealth Manager,Creative Planning,zachary.baird@creativeplanning.com,,Salesforce
10611480,,Richard Andrews,"Financial Advisor, Vice President",,randrews@janney.com,,List Import
11205198,Inactive Investor,Johanna Mears,,The Huntington Investment Company Washington PA Private Residence,johanna.mears@huntington.com,,Salesforce
10923235,Inactive Investor,Rosalind Taylor,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11211348,Inactive Investor,Tanveer Chowdhury,,"Wells Fargo Clearing Services, LLC Herndon VA 1099 Elden St",,,Salesforce
10823034,Inactive Investor,John Elwell,Financial Advisor,Edward Jones Traverse City MI 3588 Veterans Dr,john.elwell@edwardjones.com,,Salesforce
11100677,Inactive Investor,John Reyes,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,,,Salesforce
9635807,,James Lyons,,,jlyons@eidebailly.com,,List import
11014309,Inactive Investor,Karishma Mavadia,,J.P. Morgan Securities LLC Littleton CO 5076 S Wadsworth Way,karishma.mavadia@jpmorgan.com,,Salesforce
11005096,Inactive Investor,Latasha Gandy,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10785054,Inactive Investor,Stephanie Libien,,Jefferies LLC San Francisco CA 101 California St,slibien@jefferies.com,,Salesforce
11116090,Inactive Investor,Julie Meyers,,State Farm VP Management Corp. O Fallon MO 2930 Hwy K,,,Salesforce
10882843,Inactive Investor,Carmen Darcey,,PFS Investments Inc. Visalia CA 2916 W Main St,carmen.darcey@primerica.com,,Salesforce
9640097,,Sharon Smith,,,ssmith@sypa.org.uk,,List import
11228926,Inactive Investor,Reggie Turner,Financial Advisor,Edward Jones Martinsburg WV 1804 W King St,reggie.turner@edwardjones.com,,Salesforce
10767727,Inactive Investor,Robert O'Neil,Family Wealth Advisor;Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Omaha NE 13625 California St,robert.h.oneil@morganstanley.com,,Salesforce
10907525,Inactive Investor,Jamie McDonald,Finance Director;Shareholder,Highway Financial Networks,,,Salesforce
11211482,Inactive Investor,Michael Bell,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",michael.j.bell@nm.com,,Salesforce
10973306,Inactive Investor,Adam Hawkins,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",adam.hawkins@truist.com,,Salesforce
10863410,Inactive Investor,Stuart Friedman,Managing Member;Principal,Riley Friedman Asset Management,stuart@rfasset.com,,Salesforce
9561572,,vineet arora,,,vineet-arora@smartestenergy.com,,List import
9633583,,Ryan Li,,,rli8145@gmail.com,,List import
176188,,Lana Thom,Director of Financial Services,[Unknown],lana.thom@sdsmt.edu, +1 605 394 6660,Database Upload
10980182,Inactive Investor,Olga Roudovski,,Tocqueville Securities L.P. Vero Beach FL 2911 Cardinal Dr,oroudovski@tocqueville.com,,Salesforce
10961659,Inactive Investor,Joshua Sierra,,J.P. Morgan Securities LLC Jersey City NJ 56 Christopher Columbus Dr,joshua.sierra@jpmorgan.com,,Salesforce
10618131,,Adam Dziubinski,,,adam.dziubinski@ceterainvestors.com,,List Import
9606999,,Diane Startari,,,dstartari@federatedinv.com,,List import
10907464,Inactive Investor,Carlota Diamond,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9608237,,Leandro Alves,,,leandro_alves91@hotmail.com,,List import
1003065,Inactive Investor,Ted Kanarek,,Arrivato,tkanarek@comcast.net,,3rd Party Lead Gen
95784,,Vidya Palla,,United States,vidya1.guardium@gmail.com,,
10924137,Inactive Investor,Erin Casey,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,erin.casey@fmr.com,,Salesforce
9555810,,"Barbara McCormack McCormack Financial Planning, Inc.",,McCormack Financial Planning,Barbara@McCormackfp.com,,List import
10768660,Inactive Investor,Anthony Anguis,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",anthony.anguis@wellsfargoadvisors.com,,Salesforce
11049328,Inactive Investor,Jose Gonzalez,,PFS Investments Inc. West Roxbury MA 5192 Washington St,agp24@primerica.com,,Salesforce
10763331,Inactive Investor,Sherrie Holland,Client Relationship Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",sherrie_holland@ml.com,,Salesforce
10761269,Inactive Investor,Christine Mania,,Morgan Stanley Toms River NJ 1433 Hooper Ave,christine.mania@morganstanley.com,,Salesforce
10864187,Inactive Investor,Matthew Marzicola,,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
11202623,Inactive Investor,Joseph Ninivaggi,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,joseph.ninivaggi@fmr.com,,Salesforce
11098296,Inactive Investor,John Waterstreet,,PFS Investments Inc.,john.waterstreet@primerica.com,,Salesforce
10957919,Inactive Investor,Joshua Amasio,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
338310,,Andrew Weitz,Director And Vice President,"Weitz Investment Management, Inc.",aweitz@weitzinvestments.com,402-391-1980,Manual List Upload
9641068,,Dan Carr,,,dan@carrmedia.com,,List import
11086081,Inactive Investor,Pedro Garcia,,Edward Jones Redwood City CA 702 Marshall St,pedro.garcia@edwardjones.com,,Salesforce
11141675,Inactive Investor,Carlos Martinez,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,carlos.martinez@primerica.com,,Salesforce
9607432,,Courtnie Nein,,,courtnie.nein@goodlifefa.com,,List import
10953986,Inactive Investor,George Piper,,"Cambridge Investment Research, Inc. Eau Claire WI 307 S Farwell St",,,Salesforce
10820835,Inactive Investor,Ayorinde Akinwande,Financial Advisor,Morgan Stanley Roseville CA 1478 Stone Point Dr,ayo.akinwande@morganstanley.com,,Salesforce
11008600,Inactive Investor,Jason Grosse,Senior Advisor,Money Concepts Capital Corp Washington MO 529 E 5th St,jgrosse@moneyconcepts.com,,Salesforce
10466796,,Jonny Richardson,,,jcrichardson83@gmail.com,,Web Form Fillout
9595190,,Katie Smith,,,ksmith@valeofinancial.com,,List import
11223557,,Mirko Zucal,,,mirkozucal@ta3partner.com,,Web Form Fillout
10887667,Inactive Investor,Shannon Arias,,"Fifth Third Securities, Inc. Columbus OH 444 Havens Corners Rd",shannon.arias@53.com,,Salesforce
11102357,Inactive Investor,William Haase,Senior Financial Advisor,365 Wealth Management Group,bill@365wmg.com,,Salesforce
169294,,Victor Ribeiro,,[Unknown],vbhr1987@gmail.com,,
159965,,James Hall,,[Unknown],jamesdulanyhall@gmail.com,,
9549099,,Christopher Waguespack,,,cwaguespack@taconiccap.com,,List import
347710,,David Warner,Director,Hutchins Canning & Company Pa,david@obxcpa.com,252-261-1040,Manual List Upload
11254050,Inactive Investor,Ivan Florian Galvis,,Jefferies LLC,,,Salesforce
11078359,Inactive Investor,Nina Wills,Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",nina.wills@ampf.com,,Salesforce
10835549,Inactive Investor,Miles Prescott,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",miles.prescott@wellsfargoadvisors.com,,Salesforce
11132558,Inactive Investor,Paul Hegdahl,Principal,"Hegdahl Investment Management, LLC",paul.hegdahl@hegdahlim.com,,Salesforce
10755142,Inactive Investor,Robert Senter,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,robert.senter@ubs.com,,Salesforce
156504,,Mehmet Dikencik,,[Unknown],mehmetdikencik@yahoo.com,,Direct
321946,,Piotr Raurysz,Pan,Speed,bitmexkrypto@gmail.com,,Manual List Upload
10985730,Inactive Investor,Kyle Rudduck,Principal;Wealth Advisor,Compound Planning Dayton OH 3033 Kettering Blvd,kyle.rudduck@atomifinancial.com,,Salesforce
2074,,Ron Darnowski,Trader,Weiss Multi-Strategy Advisers LLC,rdarnowski@gweiss.com,1-212-415-7171,Initial Salesforce Import
11067923,Inactive Investor,Mark Minton,,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
10923208,Inactive Investor,Kevin Rucker,Financial Consultant,LPL Financial LLC San Francisco CA 1808 Wedemeyer St,kevin.rucker@lpl.com,,Salesforce
10844407,Inactive Investor,Braden Hammer,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",braden.c.hammer@ml.com,,Salesforce
10645611,,Kimberly Adler,,,kimberly.adler@wellsfargoadvisors.com,,List Import
10900790,Inactive Investor,Leo Scalercio,Senior Financial Advisor,LPL Financial LLC Wexford PA 2000 Corporate Dr,,,Salesforce
9627144,,Jose Vincent Neri,,,nerijosevincent@gmail.com,,List import
10957024,Inactive Investor,Reagan Caruso,,"Synovus Securities, Inc. Pensacola FL 125 W Romana St",reagancaruso@synovus.com,,Salesforce
10508198,,Steve Feinour,Partner,Stradley Ronon,jfeinourjr@stradley.com,,List Import
11030833,Inactive Investor,Dana Havens,,"Raymond James Financial Services, Inc. Springfield MO 2664 E Kearney St",dana.havens@raymondjames.com,,Salesforce
11107042,Inactive Investor,Michael Klein,Shareholder;Wealth Advisor,Lane Brothers Investment Counsel Prescott AZ 1550 Plaza West Dr,mjklein@lanebrothers.com,,Salesforce
10933895,Inactive Investor,Devin Walsh,,Founders Financial Securities LLC Timonium MD Private Residence,,,Salesforce
10999485,Inactive Investor,Theresa Pasquin,,PFS Investments Inc. Wixom MI 28221 Beck Rd,theresa.pasquin@primerica.com,,Salesforce
9576478,,James Cuorato,,,jcuorato@retire-yes.com,,List import
10872045,Inactive Investor,William Koganov,,Goldman Sachs & Co.,,,Salesforce
11138086,Inactive Investor,Philip Randazzo,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",philip.randazzo@bofa.com,,Salesforce
371258,,Jon A. Walgren,,[Unknown],jaw117@msn.com,,Salesforce
9620789,,Alison Juranville,,,ajuranv1@gmail.com,,List import
11076418,Inactive Investor,Mark Carey,,"MML Investors Services, LLC Kingston PA 259 Wyoming Ave",,,Salesforce
9570078,,William Lunn,,,wlunn@bccny.com,,List import
11100968,Inactive Investor,Mark Owens,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",mark.owens@wellsfargoadvisors.com,,Salesforce
81705,,Brian Naber,Associate,Thrivent Investment Management Inc.,brian.naber@thrivent.com,972-521-0011,
246182,,Not Provided,,EY,steven.beattie@ey.com,,Manual List Upload
9623689,,Abe Borenstein,,,aborenstein@firstrepublic.com,,List import
9622532,,Mehdi Darbai,,,mehdi.darbani@yahoo.com,,List import
9548899,,Javier Paz,,,jpaz@forbes.com,,List import
10990128,Inactive Investor,Alexander Meleis,,"CNR Securities, LLC Lake Mary FL 605 Crescent Executive Ct",alexander.meleis@cnr.com,,Salesforce
10944506,Inactive Investor,Patrick Underwood,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",punderwood@financialguide.com,,Salesforce
10909026,Inactive Investor,William McDonald,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 13830 Ballantyne Corporate Pl",bill.mcdonald@ampf.com,,Salesforce
10859035,Inactive Investor,Nathan Oakley,Investment Advisor;Investment Advisor Representative;Member;Partner;Principal;Regulatory Contact,"Mountain Pacific Investment Advisers, LLC",noakley@mountain-pacific.com,,Salesforce
10810806,Inactive Investor,Thomas Raffa,Co-Founder;Member;Principal,Raffa Investment Advisers Washington DC 2020 K St NW,ces@raffa.com,,Salesforce
11231465,Inactive Investor,Pedro Lugo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
9565194,,Patrick Forsyth,,,forsythp@hdvest.com,,List import
10997417,Inactive Investor,Dennis Oliva,Managing Director;Wealth Advisor,LPL Financial LLC Naples FL 4524 Silver Fox Dr,dennis.oliva@lpl.com,,Salesforce
11095983,Inactive Investor,Thomas Cahill,Director - Wealth Management;Partner,Beaumont Financial Partners,tcahill@bfpartners.com,,Salesforce
11154271,Inactive Investor,Gabriel Gonzalez,Financial Professional,LPL Financial LLC Chelmsford MA 297 Billerica Rd,gabriel.m.gonzalez@lpl.com,,Salesforce
9599824,,Allan Weine,,,aweine@castle-creek.com,,List import
9592484,,Patrick Dalton,,,pat@lipeanddalton.com,,List import
11193968,Inactive Investor,Regine Rene,,PFS Investments Inc. Union NJ 1767 Morris Ave,rrene@primerica.com,,Salesforce
9642402,,Ayush Goyal,,,agoyal@chalkstreamcapital.com,,List import
336139,,Mark Donatelli,Analyst,"Lbc Credit Management, L.p.",mdonatelli@lbccredit.com,215-972-8900,Manual List Upload
10971595,Inactive Investor,Kyle Hanson,,Thrivent Investment Management Inc. Stanley ND 109 S Main St,kyle.hanson@thrivent.com,,Salesforce
11098965,Inactive Investor,David Dinter,Financial Advisor,Edward Jones Gurnee IL 4231 Grove Ave,david.dinter@edwardjones.com,,Salesforce
10830750,Inactive Investor,Jean-Paul Brescia,Financial Advisor;Portfolio Management Director,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,jp.brescia@morganstanley.com,,Salesforce
9626920,,Przemyslaw Szoltysek,,,pszoltysek@hotmail.com,,List import
9634328,,Kazuki Takeuchi,,,kazukitakeuchi88@gmail.com,,List import
11086844,Inactive Investor,Jena Schwener,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",jena.schwener@ml.com,,Salesforce
9466683,,Chris Miorelli,,,cmausa@hotmail.com,,List Import
10836647,Inactive Investor,Luis Testas,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",luis_testas@ml.com,,Salesforce
10778254,Inactive Investor,Daniel Maniscalco,Director - Alternative Investments;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,daniel.maniscalco@morganstanley.com,,Salesforce
11162064,Inactive Investor,Lincoln Henderson,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",lincoln.henderson@nm.com,,Salesforce
10954817,Inactive Investor,Matthew Mcgillivray,,Fidelity Brokerage Services LLC,,,Salesforce
9626382,,Basil Ayyoob,,,basil.ayyoob@gmail.com,,List import
9544779,,Naveen Madisetty,,,nfornaveen@gmail.com,9174766150,List import
10914202,Inactive Investor,Cynthia Hearing,,Park Avenue Securities LLC,cynthia_hearing@glic.com,,Salesforce
10926317,Inactive Investor,Kevin Rossetti,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,kevin.rossetti@ceterainvestors.com,,Salesforce
11057777,Inactive Investor,Lauren Kurz,Wealth Advisor Associate,William Blair,lkellykurz@williamblair.com,,Salesforce
9620103,,Guillermo Ceballos,,,guillermo@keepgeek.org,,List import
11062199,Inactive Investor,Robert Kelly,,"Samuel A. Ramirez & Company, Inc.",robert.kelly@ramirezco.com,,Salesforce
10962737,Inactive Investor,Owen MacIntyre,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10842415,Inactive Investor,Alan Fishman,,"Equity Services, Inc. Media PA 1400 N Providence Rd",fishman_alan@nlvmail.com,,Salesforce
11186726,Inactive Investor,Jason Carace,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,jason.carace@fidelity.com,,Salesforce
11156460,Inactive Investor,Jonathon Picard,,J.P. Morgan Securities LLC Springboro OH 15 Springwood Dr,,,Salesforce
225664,,Fridolin -,,privat investor,fef5858@gmail.com,,Initial Salesforce Import
10901701,Inactive Investor,Hannah Bishop,Workplace Wealth Advisor,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,,,Salesforce
11239224,Inactive Investor,MITCHELL TER SMITTE,,Morgan Stanley,mitchell.ter.smitte@morganstanley.com,,Salesforce
11114737,Inactive Investor,David Broll,Senior Financial Planner,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10984420,Inactive Investor,Shawn Mores,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,smores@primerica.com,,Salesforce
9552260,,Chad Burt,,,chad.burt@fidelity.com,,List import
10962278,Inactive Investor,Emily Richard,Investment Specialist;Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,emilyrichard@jpmorgan.com,,Salesforce
10869281,Inactive Investor,Feliks Goldshteyn,,"Globalink Securities, Inc.",feliks.goldshteyn@globalinkusa.com,,Salesforce
9540688,,Luka Galaxy Digital Trading Cayman LLC,,Galaxy Digital,luka.jankovic@galaxydigital.io,,Other
10952713,Inactive Investor,Ying Gao,,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,ying.x.gao@chase.com,,Salesforce
332914,,Micah Wei,,Advisor Group HQ,micah.wei@advisorgroup.com,,
10832972,Inactive Investor,Garry Falor,Financial Advisor,Edward Jones Salem OR 1100 Liberty St SE,garry.falor@edwardjones.com,,Salesforce
10962619,Inactive Investor,Thomas Caffrey,Chief Compliance Officer;Owner;President,Caffrey Retirement Solutions,,,Salesforce
244454,,Julie Jason,Founder,Jackson Grant Investment Advisers,julie@jacksongrant.us,12033221198,Manual List Upload
11156681,Inactive Investor,Jessica Marshall,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,jessica.a.marshall@morganstanley.com,,Salesforce
10944633,Inactive Investor,Mark Ibis,Financial Advisor,LPL Financial LLC Sioux Falls SD 3500 S 1st Avenue Cir,,,Salesforce
11038082,Inactive Investor,Asmitha Siddique,,Fidelity Brokerage Services LLC,,,Salesforce
9583579,,James Palermo,,,jim.palermo@chicagopartnersllc.com,,List import
10859875,Inactive Investor,Daniel Flynn,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
348286,,Michael New,Member,"Invictus Fiduciary Services, Llc",mnew@invictusfiduciary.com,901-260-1449,Manual List Upload
11191383,Inactive Investor,Daniel Westergaard,Advisor,O'Connor Financial Group LLC,daniel@oconnorfinancial.group,,Salesforce
10934080,Inactive Investor,Alexis Zenahlik,Client Assistant,Robert W. Baird & Co. Incorporated Grass Valley CA 360 Sierra College Dr,azenahlik@rwbaird.com,,Salesforce
11004496,Inactive Investor,James Mccarty,,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,,,Salesforce
11120598,Inactive Investor,Michael Barrett,Investment Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,,,Salesforce
11111442,Inactive Investor,Prabhakar Srivastava,,Citigroup Global Markets Inc.,prabhakar.srivastava@citigroup.com,,Salesforce
352119,,Mark Barone,CPA,Stableford Capital Llc,inquiries@stablefordcapital.com,480-493-2300,Manual List Upload
11008300,Inactive Investor,Margret Medrano,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,mmedrano@primerica.com,,Salesforce
10976440,Inactive Investor,Richard Robold,,PFS Investments Inc. Newtown PA 842 Durham Rd,rrobold@primerica.com,,Salesforce
10891375,Inactive Investor,Bourke Kraus,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10945614,Inactive Investor,Kyle Stringer,Investment Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,kyle.stringer@jpmorgan.com,,Salesforce
6967437,,Lucas Benn,,,morarin446@pubpng.com,,Web Form Fillout
11134592,Inactive Investor,David Johnson,,"LaSalle St Securities, L.L.C. Durango CO 1245 12th Street Pl",djohnson@lasallest.com,,Salesforce
10933304,Inactive Investor,Lauren Isom,,NYLIFE Securities LLC Columbus GA 5 Bradley Park Ct,lrgriner@ft.newyorklife.com,,Salesforce
11009472,Inactive Investor,Aza Dargalaye,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",aza.dargalaye@robinhood.com,,Salesforce
9544142,,Theodore Saade,,,tsaade@seia.com,,List Import
11207957,Inactive Investor,Randy Flicker,,"Raymond James Financial Services, Inc. Kalispell MT 25 2nd Ave W",,,Salesforce
9597559,,Ryon Beyer,,,ryon.beyer@hemingtonwm.com,,List import
10786661,Inactive Investor,Breese Pritchard,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,breese.pritchard@fidelity.com,,Salesforce
10865440,Inactive Investor,Scott Evans,,"Osaic Wealth, Inc. Murphysboro IL 2004 Walnut St",,,Salesforce
10992637,Inactive Investor,Darius Smith,,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",dariussmith@financialguide.com,,Salesforce
10484912,,Jefferson Nash,"Chief Compliance Officer, Chief Investment Officer, President",Nashional Investments,jnash@armorwealth.com,,List Import
11064675,Inactive Investor,Jack Buchanan,Financial Advisor,Edward Jones Kings Mountain NC 203 S Battleground Ave,jack.buchanan@edwardjones.com,,Salesforce
11061157,Inactive Investor,Adam Minor-Swartz,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",adam.minor-swartz@ml.com,,Salesforce
11054603,Inactive Investor,Neal Adler,,"Ameritas Investment Company, LLC Mandeville LA Private Residence",nadler@ameritas.com,,Salesforce
11092958,Inactive Investor,Gregory Cappel,Financial Advisor,Money Concepts Capital Corp Richmond VA Private Residence,gcappel@moneyconcepts.com,,Salesforce
10613930,,Michael Jeshiva,"Financial Advisor, Investment Officer, Vice President",,michael.jeshiva@wellsfargoadvisors.com,,List Import
219129,,Erica Smalley,,[Unknown],esmalley@yapstone.com,,Direct
10770209,Inactive Investor,Frederick Harre,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",fred.harre@nm.com,,Salesforce
10985483,Inactive Investor,Chris Kwon,,J.P. Morgan Securities LLC Palisades Park NJ 460 Bergen Blvd,chris.m.kwon@chase.com,,Salesforce
10813430,Inactive Investor,Tracey Kealy,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",tracey.kealy@valic.com,,Salesforce
11231833,Inactive Investor,Andrew Crossman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
1001230,Inactive Investor,Mike Drewniak,,Jeneq Management,michael.drewniak@gmail.com,,3rd Party Lead Gen
10889696,Inactive Investor,Brenda Peterson,,"Allstate Financial Services, LLC San Diego CA 4669 Murphy Canyon Rd",brendapeterson@allstate.com,,Salesforce
11155752,Inactive Investor,Christina Asmus,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3800 American Blvd W",christina.asmus@ampf.com,,Salesforce
9631885,,robin Jacobson,,,jaker1.robin@gmail.com,,List import
9641642,,gregory bean,,,beang1@gmail.com,,List import
9638816,,Kobus Badenhorst,,,kobus.badenhorst@dbpf.co.za,,List import
11120123,Inactive Investor,Alyssa Keyes,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10980488,Inactive Investor,Jonathan Padrnos,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",jonathan.padrnos@nm.com,,Salesforce
10847934,Inactive Investor,Michael Henn,Director - Investments,"Swisher Financial Concepts, Inc.",mhenn@swisherfinancial.com,,Salesforce
373117,,John Cotton,,[Unknown],jack@jackcotton.com,,source
49998,,Salvatore Mica,,"MML Investors Services, LLC",scontimica@financialguide.com,630-441-1000,
9630121,,Hunter Gronlund,,,hpg07@aim.com,,List import
10874757,Inactive Investor,Cesar Olivares,,"International Assets Advisory, LLC Pasadena TX 4210 Tree Top Dr",colivares@iaac.com,,Salesforce
10916450,Inactive Investor,Daniel Krug,Chief Executive Officer;Senior Wealth Manager,Daniel Krug & Associates,clientservices@mydkna.com,,Salesforce
10885117,Inactive Investor,Jessica Wertz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",jessica.wertz@schwab.com,,Salesforce
335936,, -,,[[Unknown]],tanzhenjugg@gmail.com,,Direct
10510893,,Raymond W Powell,Owner,Powell's Income Tax Service,rayw@rwpenterprises.com,,List Import
9615213,,Mitchell Mark,,,mitchell@sneechemical.com,,List import
10938388,Inactive Investor,Caroline Pollard,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",cpollard@tiaa.org,,Salesforce
10993330,Inactive Investor,Denise Voth,,Cetera Investment Services LLC Newton KS 2315 S Kansas Rd,denise.voth@ceterais.com,,Salesforce
11081742,Inactive Investor,James Traylor,,"Hornor, Townsend & Kent, LLC Rochester NY 28 Lawrence St",jtraylor@htk.com,,Salesforce
187580,,shondel Sabad,,[Unknown],shondell@jwscapitalmanagement.com,,source
189350,,Anna Bastian,,[Unknown],anna.marie.bastian@gmail.com,,source
11102690,Inactive Investor,Philip Tefarikis,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1411 Broadway,philip.tefarikis@jpmorgan.com,,Salesforce
11052198,Inactive Investor,Judah Margolis,,J.P. Morgan Securities LLC San Francisco CA 2750 Van Ness Ave,judah.m.margolis@chase.com,,Salesforce
9621083,,Nico Scarcia,,,nfalcon35@gmail.com,,List import
9637205,,Michael Levitt,,,mlevitt@antares.com,,List import
11047434,Inactive Investor,Richard Suro,Financial Advisor,Lincoln Investment Fairless Hills PA 333 N Oxford Valley Rd,rsuro@lincolninvestment.com,,Salesforce
10888367,Inactive Investor,Michael Casey,,Cetera Advisor Networks LLC Richmond VA 2727 Buford Rd,michael.casey@ceterawealth.com,,Salesforce
10987682,Inactive Investor,Gina Zmorzynski,,"Farmers Financial Solutions, LLC Oak Brook IL 900 Jorie Blvd",gina.mward1@farmersagency.com,,Salesforce
11178032,Inactive Investor,Bridgette Long,,Vanguard Marketing Corporation,bridgette_long@vanguard.com,,Salesforce
11191896,Inactive Investor,Allison Dagostino,Senior Manager,Commonwealth Financial Network,adagostino@commonwealth.com,,Salesforce
10830614,Inactive Investor,David Olsen,,Cetera Advisors LLC Spokane WA 4407 N Division St,david.olsen@ceteraadvisors.com,,Salesforce
348196,,David Gulacsy,"President, CCO","Sandhill Wealth Management, Inc.",david.gulacsy@sandhillwealth.com,407-214-6424,Manual List Upload
10775944,Inactive Investor,Katie Lawrence,,Goldman Sachs & Co.,katie.lacz@gs.com,,Salesforce
9626846,,Mitchell Nichley,,,mitchnichley@yahoo.com,,List import
10994713,Inactive Investor,Brendan Glenn,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11108942,Inactive Investor,Enrique Fermin,Investment Advisor;Senior Vice President,"Bailard, Inc.",rfermin@bailard.com,,Salesforce
11236922,Inactive Investor,Ryan Brummans,Financial Advisor,"Gibbs Wealth Management, LLC Grand Blanc MI 10761 S Saginaw St",,,Salesforce
157877,,Ted Woltz,,[Unknown],tedwoltz@gmail.com,,
10644287,,Karen Levin,,,karen.levin@gs.com,,List Import
11016402,Inactive Investor,Christopher Benson,Financial Advisor,Thrivent Investment Management Inc. San Francisco CA 50 California St,christopher.benson@thrivent.com,,Salesforce
9572103,,Thomas Eddyson,,,tommie284@yahoo.com,,List import
10909731,Inactive Investor,Jeff Nelson,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,jeff.nelson.pbaa@statefarm.com,,Salesforce
10855224,Inactive Investor,Kyle Parke,President,"Parke Investment Management, Inc.",kyle@parkerinvest.com,,Salesforce
10955720,Inactive Investor,Nikki Hamblin,,"Manning & Napier Investor Services, Inc.",nhamblin@manning-napier.com,,Salesforce
11209826,Inactive Investor,Timothy Distler,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,timothy.distler@jpmorgan.com,,Salesforce
9561025,,doubit chou,,,zgd11000@hotmail.com,,List import
236903,, -,,[[Unknown]],adam-niezgoda@hotmail.com,,
10799224,Inactive Investor,Jody Hyden,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Charleston SC 259 7 Farms Dr",jody.c.hyden@ampf.com,,Salesforce
219529,,Brad Jarrell,,[Unknown],bradjarrell@yahoo.com,,
11007815,Inactive Investor,Jacob Rhude,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",jacob.rhude@empower.com,,Salesforce
10892627,Inactive Investor,Brendan Cashman,,"HighTower Securities, LLC",bcashman@hightoweradvisors.com,,Salesforce
10616293,,Joshua Gerry,,,josh.gerry@lpl.com,,List Import
11049116,Inactive Investor,Kevin Koski,,"Osaic Wealth, Inc. Jacksonville FL 10752 Deerwood Park Blvd",,,Salesforce
162127,,Firuddin Mammadov,,[Unknown],firuddin744@gmail.com,,Organic Search
10816455,Inactive Investor,Scott Jorgensen,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,scott.jorgensen@edwardjones.com,,Salesforce
199195,,hernan quintero,,self,hernan_q@yahoo.com,9542745099,Organic Search
9556686,,saranras anuraktada,,,sminknim@gmail.com,,List import
11027476,Inactive Investor,Dompage Vithanage,,J.P. Morgan Securities LLC Rye NY 73 Purchase St,dompage.vithanage@jpmorgan.com,,Salesforce
11222821,,Gerald Gambatese,,,jerry@gtgwealth.com,,List Import
3047644,,Corbin Marr,,,corbinmarr@comcast.net,,
11032213,Inactive Investor,Noah Seidenberg,Chief Compliance Officer;Managing Member;Managing Partner,"Inspirion Wealth Advisors, LLC",nseidenberg@inspirionwealth.com,,Salesforce
11013191,Inactive Investor,Moses Ikejiofor,,PFS Investments Inc. Lanham MD 4500 Forbes Blvd,moses.ikejiofor@primerica.com,,Salesforce
10750121,Inactive Investor,Sergio Moure Torres,,Oriental Financial Services LLC,,,Salesforce
11146314,Inactive Investor,Daniel Mclaughlin,Investment Advisor,Nutfield Financial,,,Salesforce
11106130,Inactive Investor,Carlos Perez,Financial Advisor,"Evart, Young & Hobbs Investment Management",carlos@eyhadvisers.com,,Salesforce
11134258,Inactive Investor,David Castleberry,Financial Advisor;Vice President,Morgan Stanley Napa CA 700 Main St,david.castleberry@morganstanley.com,,Salesforce
9557691,,Ladavis Green,,,greenladavis9@gmail.com,,List import
11060524,Inactive Investor,Robert Castella,,LPL Financial LLC Montvale NJ 28 W Grand Ave,robert.castella@lpl.com,,Salesforce
10488985,,Donna Kellogg,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",fossettd@stifel.com,,List Import
11002516,Inactive Investor,Maria Maya,,PFS Investments Inc. Miami FL 7955 NW 12th St,mmaya@primerica.com,,Salesforce
11157531,Inactive Investor,Thomas Pope,Financial Advisor,Lincoln Investment Lakewood NY 110 Mall Blvd,tpope@lincolninvestment.com,,Salesforce
11134216,Inactive Investor,Christopher Curley,Financial Advisor;Vice President,Morgan Stanley Middleton MA 35 Village Rd,christopher.curley@morganstanley.com,,Salesforce
200518,,Richard Philips,,Philips Family Trust,rphilips9@gmail.com,5105318662,
11200439,Inactive Investor,Roger Ramsay,Chief Compliance Officer;Owner;President,"SAR Services, Inc.",rramsay@sarservices.com,,Salesforce
11081472,Inactive Investor,Bridget Kim,,Vanguard Marketing Corporation,bridget_kim@vanguard.com,,Salesforce
225548,,Randy -,,[[Unknown]],randeem@aol.com,,Initial Salesforce Import
2514470,,Kamal Malik,,,1997kamalmalik@gimal.com,,
9636397,,Duncan Miller,,,dmiller@legacywealth.com,,List import
9558270,,Ata Potok,,,atapotok@gmail.com,,List import
10618074,,Whitney King,,,whit.king@ml.com,,List Import
10921101,Inactive Investor,Christopher Johns,Managing Member;Owner;President,Spark Wealth Advisors,cjohns@sparkwealthadvisors.com,,Salesforce
10906677,Inactive Investor,Matthew Chapman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10991248,Inactive Investor,Fabian Smith,,"Avantax Investment Services, Inc. Westchester IL Private Residence",,,Salesforce
9624053,,Jason Herring,,,transcendnow@protonmail.com,,List import
10871442,Inactive Investor,Katherine Gordon,Supervisory Officer,PNC Investments Franklin NC Private Residence,katherine.gordon@pnc.com,,Salesforce
11207629,Inactive Investor,Kenneth Turner,Advisor,Brightscape Investment Centers King George VA Private Residence,kturner@brightscape.com,,Salesforce
11221229,,Amelia Hastings,,,ahastings@ayco.com,,List Import
9615639,,Odigbo Faithful,,,faithfulodigbo@gmail.com,,List import
9630768,,Matt Costantino,,,mcostantino77@gmail.com,,List import
11095190,Inactive Investor,Kristi Kelly,Insurance Agent;Investment Advisor Representative,"Centaurus Financial, Inc. Lafayette LA 106 Oil Center Dr",kkelly@cfiemail.com,,Salesforce
10964553,Inactive Investor,Niccolo Parisi,,"Empower Financial Services, Inc Nashua NH Private Residence",niccolo.parisi@empower.com,,Salesforce
11018248,Inactive Investor,Jonathan Stuckey,,Cetera Financial Specialists LLC Suwanee GA 1325 Satellite Blvd NW,,,Salesforce
10925249,Inactive Investor,Leann Trampe,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",leann.trampe@benjaminfedwards.com,,Salesforce
9564356,,Waithera -,,,rmbure@aol.com,,List import
9620538,,Vincent De Gennaro,,,vdegennaro@yahoo.com,,List import
206497,,Frederic SEGUY,,[Unknown],seguy_frederic@yahoo.fr,,Organic Search
11055094,Inactive Investor,Samuel Johnson,Account Executive,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,sjohnson@janney.com,,Salesforce
11131369,Inactive Investor,William Godfrey,,PFS Investments Inc. Cranberry Township PA 319 Thomas Park Dr,william.godfrey@primerica.com,,Salesforce
11040772,Inactive Investor,Stephen Prestridge,,PFS Investments Inc. Tyler TX 3362 S Southwest Loop 323,sprestridge@primerica.com,,Salesforce
11143031,Inactive Investor,Andrew Higbee,,"Equitable Advisors, LLC Charlotte NC 8501 IBM Dr",,,Salesforce
10659229,,Brian Twohig,,,brian.twohig@prudential.com,,List Import
11055201,Inactive Investor,Thomas Walls,,Lombard Securities Incorporated Plymouth Meeting PA 600 W Germantown Pike,twalls@golombard.com,,Salesforce
10968747,Inactive Investor,Caleb Turbett,,"Northwestern Mutual Investment Services, LLC Tucson AZ 1760 E River Rd",caleb.r.turbett@nm.com,,Salesforce
11197729,Inactive Investor,Carmack Kersey,Financial Advisor,Edward Jones Winchester KY 1200 Bypass Rd,carmack.kersey@edwardjones.com,,Salesforce
10887219,Inactive Investor,William Skillender,,"Madison Avenue Securities, LLC Brielle NJ 101 Union Ave",,,Salesforce
10961762,Inactive Investor,Connor Golden,Financial Advisor,"Osaic Wealth, Inc. Bensalem PA 3070 Bristol Pike",,,Salesforce
11150121,Inactive Investor,Brian Trent,,"Kestra Investment Services, LLC",brian.trent@kestrafinancial.com,,Salesforce
11188533,Inactive Investor,Ernest Lawson,Private Client Advisor,J.P. Morgan Securities LLC Fort Worth TX 1429 N Saginaw Blvd,ernest.lawson@jpmorgan.com,,Salesforce
8414691,,Bill Brooksbank,,,bill.newenergy@gmail.com,,Web Form Fillout
9606025,,tan SOONHANG,,,soonhang0813@gmail.com,,List import
11169316,Inactive Investor,Christopher Edgcomb,,"Raymond James Financial Services, Inc. Fairport NY 255 Woodcliff Dr",chris-edgcomb@raymondjames.com,,Salesforce
11039084,Inactive Investor,John Warren,,"First Citizens Investor Services, Inc. Charlotte NC 6501 Carnegie Blvd",john.warren@firstcitizens.com,,Salesforce
103583,,Shamsudheen Hyder,,MyOwn,shamhyder56@gmail.com,(019) 788-3062,
9560066,,Yusif Umat -,,,yusifumar371@gmail.com,,List import
236645,, -,,[[Unknown]],zainal40908@gmail.com,,
11031444,Inactive Investor,Nicole Phifer,,"Fifth Third Securities, Inc. Brighton MI 300 W North St",nicole.phifer@53.com,,Salesforce
11030931,Inactive Investor,Travis Bennett,Consultant,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",t.bennett@northerntrust.com,,Salesforce
10765431,Inactive Investor,Michael Mitchell,Financial Advisor,Morgan Stanley Washington DC 1775 I St NW,michael.mitchell@morganstanley.com,,Salesforce
11129883,Inactive Investor,Toni Spears,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",toni.spears@schwab.com,,Salesforce
11078969,Inactive Investor,Michael Herman,,"Osaic Wealth, Inc. Golden CO 430 Indiana St",,,Salesforce
10861365,Inactive Investor,Thomas Moore,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
9623914,,Yordan Lyanchev,,,yordanlyanchev@gmail.com,,List import
11052601,Inactive Investor,Lisa Brown,,"Wells Fargo Clearing Services, LLC",lisa.brown@wfadvisors.com,,Salesforce
10786561,Inactive Investor,Jason Schmitt,Chief Compliance Officer;Chief Financial Officer;Lead Advisor;Managing Partner;Member;Principal,"Jacobson & Schmitt Advisors, LLC",jschmitt@jandsadvisors.com,,Salesforce
11038471,Inactive Investor,Karl Mount,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",karl.mount@bankerslife.com,,Salesforce
10998971,Inactive Investor,Robert Henson,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",robert.henson@raymondjames.com,,Salesforce
11027669,Inactive Investor,John Balsis,,"Allstate Financial Services, LLC Huntington Beach CA 16168 Beach Blvd",johnbalsis@allstate.com,,Salesforce
9597526,,Shari Connealy,,,shariconnealy@gmail.com,,List import
11123944,Inactive Investor,Jennifer Plominski,,J.P. Morgan Securities LLC,,,Salesforce
10825321,Inactive Investor,Andrew Kaiser,Chief Executive Officer;Managing Partner;Regulatory Contact,Mountain Hill Investment Partners,andrewkaiser@mhipartners.com,,Salesforce
10977743,Inactive Investor,Michael Zosky,Executive Director,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,,,Salesforce
10782099,Inactive Investor,William Fulbright,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",will.fulbright@ml.com,,Salesforce
248915,,Melanie Budden,Director,The Realization Group,melanie.budden@therealizationgroup.com,,Manual List Upload
11239051,Inactive Investor,Christopher Goelet,,"Red Abbey Capital Partners, LLC",cgoelet@redabbey.com,,Salesforce
349851,,Donald Aulbert,Member,"Cornerstone Wealth Management, Llc",daulbert@investindependently.com,636-397-6200,Manual List Upload
10818850,Inactive Investor,Samuel Rosner,Investment Advisor Representative,"Vicus Capital, Inc. Watertown NY 120 Washington St",srosner@pfginc.com,,Salesforce
374572,,Bill Conboy,,BC Capital Partners,,303-807-6978,Salesforce
9548249,,john snow,,,guanzt@gmail.com,,List import
10982557,Inactive Investor,Steve Walker,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,,,Salesforce
9627089,,Delmi Perez,,,delmiperez80.dp@gmail.com,,List import
11094106,Inactive Investor,Reid Benincasa,,"Allstate Financial Services, LLC Littleton CO 3989 E Arapahoe Rd",rbenincasa@allstate.com,,Salesforce
11122877,Inactive Investor,Brian Armstrong,,Citigroup Global Markets Inc.,,,Salesforce
7422481,,Kizzie Kizzie,,,kizzietownleyhnr31@gmail.com,,Web Form Fillout
10995423,Inactive Investor,Jose Rios,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,jose.rios@primerica.com,,Salesforce
189988,,Robert Freeman,,[Unknown],rpf848@gmail.com,,product
10926688,Inactive Investor,Ashley Coake,Chief Compliance Officer;Financial Planner;Founder,Cultivate Financial Planning Fairlawn VA 7211 Lee Hwy,,,Salesforce
10768094,Inactive Investor,Avery Rodts,Financial Advisor,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,arodts@janney.com,,Salesforce
11018340,Inactive Investor,Robert Davis,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",robert.j.davis@nm.com,,Salesforce
11032370,Inactive Investor,Jennifer Desanto,Financial Advisor,LPL Financial LLC Porter Ranch CA 19765 Rinaldi St,jennifer.desanto@lpl.com,,Salesforce
9640897,,John Hook,,,jhook@stradley.com,,List import
149919,,Jennifer Wong,,[Unknown],jenniferwong282@gmail.com,,Webinar
10785254,Inactive Investor,Robert Alonzo,Financial Advisor,Edward Jones New Smyrna Beach FL 551 E 3rd Ave,robert.alonzo@edwardjones.com,,Salesforce
10772087,Inactive Investor,Juliett Givogri,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",juliett_givogri@ml.com,,Salesforce
10784807,Inactive Investor,Sheel Desai,,J.P. Morgan Securities LLC Bloomfield Hills MI 4860 W Maple Rd,sheel.j.desai@jpmorgan.com,,Salesforce
10805280,Inactive Investor,Madeleine Stevens,Financial Advisor;Vice President,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,madeleine.stevens@morganstanley.com,,Salesforce
24340,,Paul DeRosa,Principal,"Peak Partners, L.P.",prd@mtlucas.com,1-267-759-3500,Database Upload
11104897,Inactive Investor,Jennifer Kosola,,"Raymond James Financial Services, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
10879976,Inactive Investor,Than Nguyen,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11016245,Inactive Investor,Ryan Peterson,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",,,Salesforce
7466046,,James Smith,,,rehis88457@fectode.com,,Web Form Fillout
9609709,,Jia Hu,,,hujia2003@hotmail.com,,List import
11142390,Inactive Investor,David Ladino,,J.P. Morgan Securities LLC San Diego CA 5825 Balboa Ave,david.ladino@chase.com,,Salesforce
10765164,Inactive Investor,Jeffrey Resnick,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",jeffrey_resnick@ml.com,,Salesforce
10980632,Inactive Investor,Michael Daulton,,"Allstate Financial Services, LLC Lexington KY 1031 Wellington Way",,,Salesforce
338162,,Lisa Stack,"Secretary, Treasurer, Managing Partner, Director",Stack Financial Management Inc,lisas@stackfinancialmanagement.com,406-862-8000,Manual List Upload
10980115,Inactive Investor,Lisa Terwilliger,,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",terwilliger.lisa@principal.com,,Salesforce
11187830,Inactive Investor,Mark Postema,Financial Advisor,Edward Jones Grand Rapids MI O-81 Lake Michigan Dr NW,mark.postema@edwardjones.com,,Salesforce
11205450,Inactive Investor,Donald Draudt,,"MML Investors Services, LLC Chicago IL 1 N Franklin St",ddraudt@massmutual.com,,Salesforce
10981520,Inactive Investor,Alan Chambers,,"Nadler Financial Group, Inc.",achambers@nadlerfinancial.com,,Salesforce
10774621,Inactive Investor,David Boyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",david.boyer@wellsfargo.com,,Salesforce
10768165,Inactive Investor,Christine Robinette,Executive Vice President,Fragasso Financial Advisors Pittsburgh PA 610 Smithfield St,crobinette@fragassoadvisors.com,,Salesforce
10402673,,Nokit Ali,,,alinokit679@gmail.com,,Web Form Fillout
11132338,Inactive Investor,Brendan Henry,Assistant Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
339766,,Amit Frenkel,Director (vintage Ventures Advisors Ltd.),Vintage Investment Partners,amitf@vintage-ip.com,972-995-48464,Manual List Upload
9605750,,Courtney Riley,,,courtney.bleiler@andersentax.com,,List import
10890260,Inactive Investor,Carrie Deluca,,"Ameriprise Financial Services, LLC Vero Beach FL 1054 20th Pl",carrie.e.deluca@ampf.com,,Salesforce
10891060,Inactive Investor,Joanna Nichols,Senior Private Wealth Advisor,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",joannacole@synovus.com,,Salesforce
11177457,Inactive Investor,Dustin Rodgers,,LPL Financial LLC Shreveport LA 444 Bert Kouns Industrial Loop,dustin.rodgers@lpl.com,,Salesforce
10645093,,Eugene Katz,,,gkatz@dadco.com,,List Import
10912066,Inactive Investor,Philip Grove,Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,philip.grove@jpmorgan.com,,Salesforce
10837936,Inactive Investor,Patrick Devaney,Wealth Manager,LPL Financial LLC Yorktown Heights NY 1911 Commerce St,patrick.devaney@lpl.com,,Salesforce
11136892,Inactive Investor,Jake Knarr,,"Empower Financial Services, Inc",jake.knarr@empower.com,,Salesforce
243616,,David Wahlen,Manager,CAPTRUST,david.wahlen@captrust.com,,Manual List Upload
7470,,John Seykora,,Self Employed,johnseykora@yahoo.com,2143923969,Paid Search
9638763,,Mark Van Putten,,,mvanputten@wegefoundation.org,,List import
11169451,Inactive Investor,Jill Radermacher,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",jill_radermacher@ml.com,,Salesforce
10870816,Inactive Investor,Emily Doughty,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,emily.doughty@fidelity.com,,Salesforce
11112887,Inactive Investor,George Clayton,First Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Greenville SC 31 S Main St",george.clayton@wellsfargoadvisors.com,,Salesforce
351295,,Chip Auwerter,Managing Director,"Carl Marks Management Company, Llc",cauwerter@carlmarks.com,212-909-8400,Manual List Upload
10661507,,Anthony Sapienza,,,ajsapienza@gryphonadvisors.net,,List Import
11167955,Inactive Investor,Angel Ordonez,Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,angel.ordonez@ubs.com,,Salesforce
10608299,,David Park,,,toetagandburn@gmail.com,,Web Form Fillout
11174822,Inactive Investor,Jonathan Mah,,Deutsche Bank Securities Inc.,,,Salesforce
11125125,Inactive Investor,Rachel Witt,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9599468,,Stephen Glover,,,stephen_c_glover@hotmail.com,,List import
10767408,Inactive Investor,Gary Davis,First Vice President;Resident Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Galveston TX 306 22nd St",gary_davis@ml.com,,Salesforce
11225992,Inactive Investor,Charlie Coleman,,"Pasadena Private Wealth, LLC",ccoleman@pasadenapw.com,626-993-9300,Salesforce
10996183,Inactive Investor,Dahmon Washington,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10948307,Inactive Investor,Whitney Brillon,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,,,Salesforce
10853933,Inactive Investor,Leighton Roper,Owner,Net Worth Advisory Services,,,Salesforce
10759472,Inactive Investor,Christopher Guttilla,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Palm Beach FL 250 Royal Palm Way",chris.guttilla@alex-brown.com,,Salesforce
11191577,Inactive Investor,Kyle Cote,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",kyle.cote@ml.com,,Salesforce
9567821,,Sheldon -,,,ashlay144@aol.com,,List import
11059439,Inactive Investor,James Wells,Chief Compliance Officer;Investment Advisor Representative;Member,"FSA Investment Group, LLC",rwells@fsa-ig.com,,Salesforce
11058432,Inactive Investor,Tammy Ashworth,Branch Operations Assistant,Janney Montgomery Scott LLC Chillicothe OH 37 W 2nd St,tarledge@janney.com,,Salesforce
351415,,Erica Ransbottom,Wealth Advisor Associate,Council Oak Wealth Advisors,eransbottom@counciloakwealth.com,918-984-9110,Manual List Upload
9559967,,AC Yeoh,,,acyeoh@seasias.com,,List import
9553291,,Karen Hanks,,,karen.hanks@usaa.com,,List import
11123478,Inactive Investor,Sheila King,Vice President,"Raymond James & Associates, Inc.",sheila.king@raymondjames.com,,Salesforce
10832471,Inactive Investor,Derek Ripp,Chief Compliance Officer;Managing Principal;Partner,"Austin Wealth Management, LLC",,,Salesforce
9583319,,William Keel,,,wkeel@royalaa.com,,List import
11137863,Inactive Investor,Christopher Kleinman,,NYLIFE Securities LLC Sandy UT 150 W Civic Center Dr,cakleinman@ft.newyorklife.com,,Salesforce
11041915,Inactive Investor,Todd Barnthouse,Client Associate;Financial Advisor,"Smith, Moore & Co. Brandon MS 190 Gateway Dr",tbarnthouse@smithmoore.com,,Salesforce
11075712,Inactive Investor,Daniel Egan,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,daniel.egan@jpmorgan.com,,Salesforce
10939777,Inactive Investor,Austin Reed,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11079132,Inactive Investor,Brad Osborne,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",brad_osborne@ml.com,,Salesforce
9547624,,Theresa Kwiecinski,,,tkwiecinski@williamblair.com,,List import
9595637,,Scott Simmons,,,ssimmons@ofgltd.com,,List import
11055455,Inactive Investor,Eric Wendel,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",eric.wendel@wellsfargo.com,,Salesforce
10768709,Inactive Investor,John Ryan,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,john.r.ryan@jpmorgan.com,,Salesforce
11170907,Inactive Investor,Emily Sides,,LPL Financial LLC York PA 220 Saint Charles Way,emily.sides@lpl.com,,Salesforce
10860608,Inactive Investor,Blake Tevnan,Customer Service Associate;Director;Registered Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,blake.tevnan@morganstanley.com,,Salesforce
10851441,Inactive Investor,John Carson,Financial Advisor,"Pruco Securities, LLC. Export PA 5800 Kennedy Ave",john.carson@prudential.com,,Salesforce
10928707,Inactive Investor,Cortland Gray,,LPL Financial LLC San Diego CA 1450 Frazee Rd,cortland.gray@lpl.com,,Salesforce
10953490,Inactive Investor,Viviane Baker,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9566115,,E C,,,ericktc1@yahoo.com,,List import
9585654,,Anthony Frazia,,,afrazia@vlfunds.com,,List import
10895771,Inactive Investor,James O'Connor,,"Cambridge Investment Research, Inc. Ft. Pierce FL Private Residence",,,Salesforce
1002454,Inactive Investor,Stacey Murley,Senior Research Analyst,New York State Common Retirement Fund,smurley@osc.state.ny.us,(518) 474-4003,
11180127,Inactive Investor,Lily Ou,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Arcadia CA 444 E Huntington Dr",lily.ou@tfaconnect.com,,Salesforce
9581882,,Rodney Eissens,,,reissens@massmutual.com,,List import
11134250,Inactive Investor,John Galano,Financial Advisor;Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,john.galano@morganstanley.com,,Salesforce
11127635,Inactive Investor,Jeffrey Rutter,Associate Financial Planner;Chief Compliance Officer,Shotwell Rutter Baer Inc,jrutter@srbadvisors.com,,Salesforce
10926208,Inactive Investor,Amanda Lenz,,Cetera Advisors LLC Centralia WA 620 W Main St,,,Salesforce
9619637,,Jose Torres,,,jdtorres216@gmail.com,,List import
10889069,Inactive Investor,Thomas Corley,,"World Investments, Inc. Matawan NJ 675 Line Rd",,,Salesforce
10773493,Inactive Investor,Kenneth Dorn,Financial Advisor,Edward Jones Driggs ID 275 E Little Ave,ken.dorn@edwardjones.com,,Salesforce
10878693,Inactive Investor,Rebecca Sweeney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",rebecca.sweeney@ml.com,,Salesforce
10861176,Inactive Investor,Christopher Caro,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vauxhall NJ 2225 Springfield Ave",christopher.caro2@ml.com,,Salesforce
117572,,Paul Jarvis,Vice President,Goldman Sachs Personal Financial Management,paul.jarvis@unitedcp.com,701-293-2076,
9640975,,William Taft,,,wtaft013@gmail.com,,List import
10972365,Inactive Investor,Michael Bouarouy,,Santander Securities LLC Reading PA 4900 Perkiomen Ave,,,Salesforce
10983515,Inactive Investor,Michelle Kincanon,,LPL Financial LLC,,,Salesforce
10896137,Inactive Investor,Michael Berry,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
9636801,,Kodorul Amin,,,k.amin@g4owners.com,,List import
10850720,Inactive Investor,Drew Maxwell,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,drew.maxwell@fidelity.com,,Salesforce
11200801,Inactive Investor,Michael Van Biema,Chief Executive Officer;Chief Investment Officer,"van Biema Value Partners, LLC New York NY 745 5th Ave",michael@vbvaluepartners.com,,Salesforce
10866313,Inactive Investor,Allen Lavender,,"Equitable Advisors, LLC Blacksburg VA 2001 S Main St",allen.lavender@equitable.com,,Salesforce
9553878,,Manuel Andreani,,,manuel.andreani@db.com,,List import
11236392,Inactive Investor,David Arens,Founding Partner,Private Wealth Asset Management West Des Moines IA 315 5th St,davea@privatewealth.com,,Salesforce
10938113,Inactive Investor,Anthony Mason,Financial Advisor;Sales Consultant;Wealth Advisor,Thrivent Investment Management Inc. Chaska MN 2212 Manuela Dr,tony.mason@thrivent.com,,Salesforce
351062,,Brad Saurbaugh,Financial Associate,"Chicago Investment Advisory Council, Inc.",bsaurbaugh@ciacinc.com,630-444-1410,Manual List Upload
11098924,Inactive Investor,John Romano,Chief Investment Officer,"AJF Capital Management, Inc.",john@ajffinancial.com,,Salesforce
11067625,Inactive Investor,Elham Awad,,"Wells Fargo Clearing Services, LLC Pearland TX 2821 Business Center Dr",,,Salesforce
11124947,Inactive Investor,Allison Martin,Financial Advisor,"Wells Fargo Clearing Services, LLC Lynchburg VA 700 Main St",allison.lightner@wellsfargoadvisors.com,,Salesforce
171759,,Iván Expósito,,IvÃ¡n ExpÃ³sito,idexposito@gmail.com,,Paid Social
337719,,Matthew Rubin,CCO,"Solic Capital Management, Llc",mrubin@soliccapital.com,847-583-1618,Manual List Upload
11016833,Inactive Investor,Kyle Salvitti,,Lincoln Investment New Hope PA 6220 Lower York Rd,ksalvitti@lincolninvestment.com,,Salesforce
9557840,,Melvin Lichtman,,,reflow_splotch.0s@icloud.com,,List import
11192362,Inactive Investor,Serge Dadesky,Managing Member;President,Northstar Strategic Investments Inc,sdadesky@northstarstrategicinvestments.com,,Salesforce
178553,,Richard Davis,CFO,[Unknown],richard.davis@inasmuchfoundation.org, +1 405 604 5292,Database Upload
10853353,Inactive Investor,Baburhan Gucer,Chief Financial Officer;Regulatory Contact,"BEAM Wealth Advisors, Inc.",bgucer@beamwealth.com,,Salesforce
10921813,Inactive Investor,Gregory Bumstead,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",greg.bumstead@nm.com,,Salesforce
9554809,,Trent Meewes,,,trent@tlhfa.com,,List import
11181984,Inactive Investor,Lucas Bisbee,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,lbisbee@ft.newyorklife.com,,Salesforce
10612713,,Joshua Bakhash,Financial Advisor,,joshua.bakhash@lpl.com,,List Import
11234460,Inactive Investor,Shannon King,,Innovation Partners LLC,,,Salesforce
10767223,Inactive Investor,Edward Abbey,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lima OH 3654 Allentown Rd",ward.abbey@stifel.com,,Salesforce
9638320,,Nicholas Hill,,,nhill@ci.taylor.mi.us,,List import
10891558,Inactive Investor,Pamela Ferris,Financial Advisor,Edward Jones Yelm WA 715 E Yelm Ave,pamela.ferris@edwardjones.com,,Salesforce
6024384,,Benjamin Sullivan,,,benjamin.sullivan@shaw.ca,,Web Form Fillout
11176717,Inactive Investor,Stephanie Entenmann,Financial Advisor,Park Avenue Securities LLC Oyster Bay NY 123 South St,stephanie_entenmann@glic.com,,Salesforce
11166651,Inactive Investor,Roxanne Rieffel,,"Pruco Securities, LLC. North Liberty IN 100 N Main St",roxanne.rieffel@prudential.com,,Salesforce
10842165,Inactive Investor,Scott Tarkington,,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",,,Salesforce
11048354,Inactive Investor,James Creeden,,LifeMark Securities Corp. Mentor OH 6979 Chairmans Ct,jcreeden@lifemark.com,,Salesforce
11173421,Inactive Investor,Keith Oney,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",keith.p.oney@nm.com,,Salesforce
11058630,Inactive Investor,Douglas Sternemann,,LPL Financial LLC Monroe NY 745 State Rte 17M,douglas.sternemann@lpl.com,,Salesforce
11019874,Inactive Investor,David Laughlin,Partner;Wealth Advisor,Corient Austin TX Private Residence,david.laughlin@corient.com,,Salesforce
10947482,Inactive Investor,Adam Laffey,,"Packerland Brokerage Services, Inc. Des Moines IA 5835 Grand Ave",adam_laffey@packerlandbrokerage.com,,Salesforce
10771384,Inactive Investor,Maria Rosa,Registered Client Associate,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",maria.rosa@wellsfargoadvisors.com,,Salesforce
11017868,Inactive Investor,Alan Goldfarb,Financial Advisor,"Ameriprise Financial Services, LLC Oklahoma City OK 9104 N Kelley Ave",alan.goldfarb@ampf.com,,Salesforce
10760171,Inactive Investor,Harriet White,Associate Vice President;Financial Consultant,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",harriet.white@wellsfargoadvisors.com,,Salesforce
349861,,Travis James,Managing Partner,"Benedict Financial Advisors, Inc.",travis@benedictfinancial.com,770-671-8228,Manual List Upload
10900931,Inactive Investor,Abigail Stevenson,Client Associate;Client Service Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,,,Salesforce
10837815,Inactive Investor,Kenneth Wright,Financial Advisor,"Osaic Institutions, Inc. Kingsport TN 422 Broad St",kwright@infinexgroup.com,,Salesforce
10494534,,Brad Little,"Chief Compliance Officer, Managing Member, Managing Partner",TL Private Wealth,brad@tlwealth.com,,List import
10941016,Inactive Investor,Claudette Ikari,Division Leader,PFS Investments Inc. Torrance CA 2459 W 208th St,claudette.ikari@primerica.com,,Salesforce
10754911,Inactive Investor,Ted Gray,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",ted.gray@ml.com,,Salesforce
9588501,,William Baskett,,,bill.baskettcpa@att.net,,List import
10903047,Inactive Investor,Ronald Brown,,PFS Investments Inc. Wilmington DE 2055 Limestone Rd,ronald.brown@primerica.com,,Salesforce
339706,,David Tamburri,Director,Hep Management Corporation,dtamburri@hepfund.com,212-981-6901,Manual List Upload
215531,,Brent Fraser,,[Unknown],fraserjb1@gmail.com,,Organic Search
10808162,Inactive Investor,Glenn Paganetti,,PFS Investments Inc. Glen Cove NY 37 Glen St,glenn.paganetti@primerica.com,,Salesforce
10766523,Inactive Investor,Ryan Fite,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,ryan.fite@fidelity.com,,Salesforce
10920388,Inactive Investor,Aisha Joseph-Endeley,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",aisha.joseph-endeley@empower.com,,Salesforce
350513,,Bill Hughes,Financial Advisor,"Phillips Capital Advisors, Inc.",bhughes@tspinvest.com,405-943-9433,Manual List Upload
11085344,Inactive Investor,Wade Schuknecht,Financial Advisor,"Wells Fargo Clearing Services, LLC Osseo MN 13765 83rd Way N",wade.m.schuknecht@wellsfargo.com,,Salesforce
10823170,Inactive Investor,William Williamson,Private Wealth Advisor,Gladstone Wealth Partners Bedminster NJ 1545 US Hwy 206,bill.williamson@gladstonewealth.com,,Salesforce
11122150,Inactive Investor,Michael Rosenstein,Investment Specialist;Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,michael.m.rosenstein@jpmorgan.com,,Salesforce
10869332,Inactive Investor,Kathryn Lindfelt,Financial Advisor,LPL Financial LLC San Jose CA 99 Almaden Blvd,katie.lindfelt@lpl.com,,Salesforce
11254054,Inactive Investor,Parker Boone,,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",,,Salesforce
343762,,Virginia Arnold,Associate,"Trustcore Financial Services, Llc",virginia.arnold@trustcore.com,615-377-1177,Manual List Upload
10798773,Inactive Investor,David Scheid,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Fresno CA 5250 N Palm Ave,david.scheid@morganstanley.com,,Salesforce
10966768,Inactive Investor,Eitan Esan,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",eitan.esan@raymondjames.com,,Salesforce
11163876,Inactive Investor,Chapri Richardson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",chapri.richardson@tiaa.org,,Salesforce
9626623,,Riler Willy,,,rillermec26@gmail.com,,List import
11155437,Inactive Investor,Kathryn Pancoast,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",kathryn.pancoast@wellsfargoadvisors.com,,Salesforce
11131826,Inactive Investor,Braye Sonnenberg,,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
10818900,Inactive Investor,David Herber,Financial Advisor,Edward Jones Saint Louis MO 3890 S Lindbergh Blvd,david.herber@edwardjones.com,,Salesforce
11010542,Inactive Investor,Justin Bright,,LPL Financial LLC Tucson AZ 4525 E Skyline Dr,jdbright@lplfinancial.com,,Salesforce
10789899,Inactive Investor,Thomas Greaser,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",thomas.greaser@wellsfargo.com,,Salesforce
10763709,Inactive Investor,Stephen Todd,,"MML Investors Services, LLC Crystal Lake IL 185 Heritage Dr",stodd@financialguide.com,,Salesforce
10484983,,Ian Powell,"Investment Advisor Representative, Owner","Financial Serenity, LLC",ian@financialserenity.co,,List Import
11166536,Inactive Investor,Sydney Bergesen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",sydney.bergesen@ml.com,,Salesforce
11021722,Inactive Investor,Donald Crichlow,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,donald.crichlow@primerica.com,,Salesforce
10892084,Inactive Investor,Nicole Kaplan,Financial Advisor,Edward Jones Falls Church VA 3110 Fairview Park Dr,nicole.kaplan@edwardjones.com,,Salesforce
344419,,Andy Mui,Portfolio Manager,Private Harbour Investment Management & Counsel Ll,amui@privateharbour.com,216-292-5700,Manual List Upload
11107969,Inactive Investor,Dorothy Boyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",dorothy_boyer@ml.com,,Salesforce
9630002,,Zero EyeSight,,,nullcrack@yandex.com,,List import
9624667,,clark lehman,,,clarklehman@gmail.com,,List import
11114787,Inactive Investor,Evan Dillman,Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",evan.dillman@ml.com,,Salesforce
10925228,Inactive Investor,John Terrell,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",henry.terrell@raymondjames.com,,Salesforce
10927688,Inactive Investor,Daygoro Cruz Medrano,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10853573,Inactive Investor,Stephen Berardi,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Reston VA 11951 Freedom Dr",sberardi@cressetcapital.com,,Salesforce
11037808,Inactive Investor,Ann Reddy,,"NBC Securities, Inc.",areddy@nbcsecurities.com,,Salesforce
11110522,Inactive Investor,John Utter,,"RBC Capital Markets, LLC Minneapolis MN 50 S 6th St",john.utter@rbc.com,,Salesforce
11219250,,Brad Cain,,,brad.cain@ceterais.com,,Other
10860654,Inactive Investor,Erica Lewerenz,Chief Compliance Officer;Director - Operations,"Marks Group Wealth Management, Inc.",erica.lewerenz@marksgroup.com,,Salesforce
11217720,,Steven Coates,,,steven.coates@ampf.com,,List Import
10811811,Inactive Investor,Lori Navarrete,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,lori.navarrete@primerica.com,,Salesforce
10988212,Inactive Investor,Tamara Molitor,,State Farm VP Management Corp. Bemidji MN 700 Bemidji Ave N,tamara.molitor.rfvd@statefarm.com,,Salesforce
10837034,Inactive Investor,Susan Carman,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",susan.carman@ml.com,,Salesforce
9633695,,Mike Wells,,,mdmk1020@gmail.com,,List import
9616765,,Brandon Mintz,,,brandon@bitcoindepot.com,,List import
11177511,Inactive Investor,John Olson,Chief Compliance Officer;Chief Operating Officer,Union Square Global Wealth Management,,,Salesforce
9567639,,Ryan Shorey,,,ryan.shorey@fidelity.com,,List import
10978122,Inactive Investor,Joel Pietila,,Thrivent Investment Management Inc. Mesa AZ 3740 E Southern Ave,joel.pietila@thrivent.com,,Salesforce
10510027,,Jeff Seeley,Deputy CEO,iM Global Partner Fund Management,j.seeley@imgp.com,,List Import
11123990,Inactive Investor,Connor Mycek,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_mycek@vanguard.com,,Salesforce
11047768,Inactive Investor,Jeffrey Coenen,,"Principal Securities, Inc. Duluth MN 302 W Superior St",,,Salesforce
11060961,Inactive Investor,John Urner,,B. Riley Wealth Management Hagerstown MD 418 N Potomac St,hammondurner@brileywealth.com,,Salesforce
11113184,Inactive Investor,Bradley Harvey,,"HighTower Securities, LLC Colorado Springs CO 102 S Tejon St",bharvey@hightoweradvisors.com,,Salesforce
10919180,Inactive Investor,Devin Knapp,Financial Advisor,Edward Jones Lake Jackson TX 506 This Way St,devin.knapp@edwardjones.com,,Salesforce
9572826,,Ann Konrad,,,konrad.ann@principal.com,,List import
10859628,Inactive Investor,Mark Schmitt,,"Northwestern Mutual Investment Services, LLC Stevens Point WI 5417 Vern Holmes Dr",mark.schmitt@nm.com,,Salesforce
10894742,Inactive Investor,Christina Mangels,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christina.mangels@jpmorgan.com,,Salesforce
10489669,,David Miller,"Financial Advisor, Managing Director, Managing Director - Wealth Management, Senior Portfolio Management Director",Morgan Stanley Plano TX 7500 Dallas Pkwy,david.miller@morganstanley.com,972-943-7238,List Import
10999018,Inactive Investor,Jana Baldwin,,MWA Financial Services Inc. Mayfield KY 803 Paducah Rd,jana.g.baldwin@mwarep.org,,Salesforce
195825,,Jax Zhou,,[Unknown],jax.zhou@qq.com,,Paid Social
10791802,Inactive Investor,Brian Cassidy,,"Cambridge Investment Research, Inc. Suffield CT 1 Mountain Rd",,,Salesforce
10987770,Inactive Investor,Brenna Starkins,,Perella Weinberg Partners LP,bstarkins@pwpartners.com,,Salesforce
10935834,Inactive Investor,Gregory Kirk,,Cetera Advisors LLC Cleburne TX 1 N Walnut St,,,Salesforce
10882007,Inactive Investor,Stephen Urlaub,Financial Advisor,Edward Jones Council Bluffs IA 1040 Woodbury Ave,stephen.urlaub@edwardjones.com,,Salesforce
9603430,,Milton Morusoy,,,jordan2021@yahoo.com,,List import
10999011,Inactive Investor,Jonathan Woodward,,LPL Financial LLC Breckenridge CO 106 N French St,jonathan.woodward@lpl.com,,Salesforce
10850342,Inactive Investor,Matthew Appel,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",matthew.appel@equitable.com,,Salesforce
10804680,Inactive Investor,Elizabeth Ostwald,Financial Advisor,"Ameriprise Financial Services, LLC Great Falls MT 410 Central Ave",elizabeth.l.ostwald@ampf.com,,Salesforce
372701,,Scott Jones,,[Unknown],scottdj86@gmail.com,,source
11017913,Inactive Investor,Kevin O'Hara,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Naperville IL 184 Shuman Blvd",kevin.e.ohara@ampf.com,,Salesforce
11070932,Inactive Investor,Edward Knight,Financial Advisor,"Independent Advisor Alliance, LLC Plantation FL Private Residence",edward@independentadvisoralliance.com,,Salesforce
10776507,Inactive Investor,Larry Vanlaningham,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lake Oswego OR 4949 Meadows Rd",larry.vanlaningham@rbc.com,,Salesforce
10976182,Inactive Investor,Tyler White,Financial Services Professional,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",tylerwhite@financialguide.com,,Salesforce
10852696,Inactive Investor,Zachary Martin,Financial Advisor;Vice President,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",zach.martin@rbc.com,,Salesforce
11103778,Inactive Investor,Austin Lester,Financial Advisor,LPL Financial LLC Plano TX 3369 Premier Dr,austin.lester@lpl.com,,Salesforce
11132915,Inactive Investor,William Daily,Financial Advisor,Edward Jones Butte MT 401 E Front St,william.daily@edwardjones.com,,Salesforce
10779608,Inactive Investor,Joseph Pierce,,Southstate|DuncanWilliams Securities Corp.,joseph.pierce@duncanw.com,,Salesforce
11127145,Inactive Investor,Dennis Bell,,"Cambridge Investment Research, Inc. Kalona IA 208 5th St",,,Salesforce
11086168,Inactive Investor,Maximo Lopez,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9569448,,Donald Shiffermiller,,,donald.shiffermiller@securitiesamerica.com,,List import
10928107,Inactive Investor,Moses Lipschitz,,"MML Investors Services, LLC Lakewood NJ 15 America Ave",mlipschitz@financialguide.com,,Salesforce
9599552,,Gurpreet Johal,,,johalgary@icloud.com,,List import
11036353,Inactive Investor,Latrisa Degraft-Hanson,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,lrdegrafthan@ft.newyorklife.com,,Salesforce
9628956,,adrian dart,,,adrian_dart@hotmail.com,,List import
10874124,Inactive Investor,Anna Jacobs,Financial Advisor,LPL Financial LLC San Jose CA 5446 Thornwood Dr,anna.jacobs@lpl.com,,Salesforce
235339,, -,,[[Unknown]],peryckles@gmail.com,,Organic Search
9544129,,Kathleen A Watkins,,,kwinport2@comcast.net,,List import
9562410,,Malgorzata Elashmawy,,,gelashmawy@wms-partners.com,,List import
149915,,Faraz Rana,,[Unknown],farazarana@gmail.com,,Webinar
10941689,Inactive Investor,Paul Armenta,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",paul.armenta@empower.com,,Salesforce
10885116,Inactive Investor,Matthew Burklund,Investment Advisor Representative,Brookstone Capital Management LLC Seattle WA 16400 Southcenter Pkwy,mburklund@choosevault.com,,Salesforce
11146210,Inactive Investor,Sabrina Clark,Director;Vice President,Morgan Stanley New York NY 1585 Broadway,sabrina.clark@morganstanley.com,,Salesforce
10832358,Inactive Investor,Daniel Kennedy,,Cetera Advisors LLC Huntington IN Private Residence,daniel.kennedy@ceteraadvisors.com,,Salesforce
11120770,Inactive Investor,James Weidner,Financial Advisor,Edward Jones Muskegon MI 1848 E Sherman Blvd,jim.weidner@edwardjones.com,,Salesforce
11022807,Inactive Investor,Jesse Chau,Investment Assistant,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",jesse.chau@citizensbank.com,,Salesforce
9611377,,Mitch Bell,,,mbell@pershing.com,,List import
10981209,Inactive Investor,William Boardman,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10983964,Inactive Investor,Robert Schichtl,Founding Partner;Partner,Garland and Greenwood Wealth Advisors LLC,g.schichtl@garlandandgreenwood.com,,Salesforce
11052443,Inactive Investor,Jackson Newell,Chief Executive Officer;Chief Investment Officer;Co-Founder;Portfolio Manager,Dover Partners Inc,jack@dover-partners.com,,Salesforce
11051299,Inactive Investor,John Haddow,Business Development Associate,Morgan Stanley Dublin OH 545 Metro Pl S,john.haddow@morganstanley.com,,Salesforce
10973295,Inactive Investor,Logan Deckard,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",logan.deckard@tdameritrade.com,,Salesforce
10899312,Inactive Investor,Andrew Lipscomb,Investment Advisor Representative;Member,"Lipscomb Investment Group, LLC",,,Salesforce
10947857,Inactive Investor,Peter Manno,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
10853926,Inactive Investor,John Kirwan,Principal,United Planners' Financial Services of America A Limited Partner Matthews NC 250 N Trade St,jrkirwan@unitedplanners.com,,Salesforce
11186441,Inactive Investor,Michael Van Doubleday,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,mike.doubleday@ubs.com,,Salesforce
11178565,Inactive Investor,Daniel Cavin,,State Farm VP Management Corp. West Palm Beach FL 3650 Forest Hill Blvd,,,Salesforce
229360,, -,,[[Unknown]],13577757565@139.com,,
11077661,Inactive Investor,Alexander Zaelit,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9583250,,Eric Snodgrass,,,eric.snodgrass@hdvest.net,,List import
10961875,Inactive Investor,Carly Gold,,LPL Financial LLC Irvine CA 2040 Main St,carly.gold@lpl.com,,Salesforce
10931046,Inactive Investor,Victor Mullins,,"Cambridge Investment Research, Inc. Miami FL 5251 SW 64th Ave",,,Salesforce
11055946,Inactive Investor,Barbara Crane,Chief Compliance Officer;President;Senior Vice President,Crane Investments Inc,barbara@craneinvestment.com,,Salesforce
9620138,,gabriel gandulia,,,gabriel.gandulia@hotmail.com,,List import
9618631,,Bernay Box,,,box@bonanzacapital.com,,List import
11038101,Inactive Investor,Jayne Mansfield,,Commonwealth Financial Network Oxnard CA 300 E Esplanade Dr,jmansfield@commonwealth.com,,Salesforce
11046935,Inactive Investor,Erica Shangraw,Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
9583555,,Scott Kavanaugh,,,skavanaugh@ff-inc.com,,List import
11101850,Inactive Investor,Patricia Gilland,,J.P. Morgan Securities LLC Elizabethtown KY 1200 N Dixie Ave,patricia.m.gilland@jpmorgan.com,,Salesforce
11180918,Inactive Investor,Justin Kissner,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Clearwater FL 2605 Enterprise Rd E",justin.kissner@raymondjames.com,,Salesforce
10859103,Inactive Investor,Melba Gonzalez,,Citigroup Global Markets Inc. Miami FL 8750 NW 36th St,melba.gonzalez@citi.com,,Salesforce
9644079,,Dhruv Agarwala,,,dhruv.agarwala@gmail.com,,List import
10836305,Inactive Investor,Lori Zorn,Vice President,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",lori.zorn@wfadvisors.com,,Salesforce
11123605,Inactive Investor,Melody Rose,Associate;Financial Services Professional,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,melody.rose@jpmorgan.com,,Salesforce
11118997,Inactive Investor,Lisa Bordelon,,"Raymond James Financial Services, Inc. Dallas TX 3838 Oak Lawn Ave",lisa.bordelon@raymondjames.com,,Salesforce
10861340,Inactive Investor,Connie Slater,,State Farm VP Management Corp. Colorado Springs CO 4730 Centennial Blvd,,,Salesforce
9565832,,Tim Szymanski,,,tim@avalonretirement.com,,List import
11030060,Inactive Investor,Shelby Barnetti,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",stchambers@firstcommand.com,,Salesforce
10877618,Inactive Investor,Rishi Shah,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10918820,Inactive Investor,Thomas Vinson,,"Cambridge Investment Research, Inc. East Windsor CT 1 Pasco Dr",,,Salesforce
9625972,,Punsak Senaluck,,,pom90177@hotmail.com,,List import
11008757,Inactive Investor,Crystal Wilson,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,,,Salesforce
11255285,Inactive Investor,Jeffrey Camp,Managing Director;Senior Portfolio Manager,"The Colony Group, LLC Nashville TN 150 4th Ave N",jeffrey.camp@thecolonygroup.com,,Salesforce
11189604,Inactive Investor,Sheehan Trippel,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",sheehan.trippel@equitable.com,,Salesforce
11113298,Inactive Investor,Lynn Lewis,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,lynn.lewis@primerica.com,,Salesforce
9647997,,Jerome Ellison,,,romeemore@hotmail.com,,List import
10880487,Inactive Investor,Emmanuel Sifuentes,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9553768,,Miguel Martin,,,miguel.martin@tfaconnect.com,,List import
11181017,Inactive Investor,Robert Fekishazy,,"D.H. Hill Securities, LLLP",rfekishazy@dhhill.com,,Salesforce
10912507,Inactive Investor,Cindy Chuk,Client Relationship Manager,TD Private Client Wealth LLC Vienna VA 1919 Gallows Rd,cindy.chuk@td.com,,Salesforce
333339,,Jason Kasameyer,,Crestwood Advisors,jkasameyer@cressetcapital.com,,Manual List Upload
11025905,Inactive Investor,Thomas Cooper,,"Osaic Wealth, Inc. Jacksonville NC 113B N Marine Blvd",,,Salesforce
10921735,Inactive Investor,Grace Muller,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9596871,,Megan Clark,,,megan@clarkfinancialplanning.com,,List import
11047240,Inactive Investor,Robert Clausen,Financial Advisor,LPL Financial LLC Idaho Falls ID 711 S Boulevard,robert.clausen@lpl.com,,Salesforce
11005139,Inactive Investor,Abbey Close,,"Sanford C. Bernstein & Co., LLC",abbey.close@bernstein.com,,Salesforce
10938353,Inactive Investor,Philip Brown,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,philip.brown@fmr.com,,Salesforce
11047839,Inactive Investor,John Kulhavi,Sales Manager;Vice President,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",,,Salesforce
10613959,,Jay Richman,Financial Advisor,,jay.richman@wellsfargoadvisors.com,,List Import
11113048,Inactive Investor,Rosa Reyna,Registered Client Associate,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,rosa.reyna@morganstanley.com,,Salesforce
10946987,Inactive Investor,Loida Togonon,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,loida.togonon@primerica.com,,Salesforce
10988182,Inactive Investor,Ryan Klawonn,,"Pruco Securities, LLC. Perrysburg OH 28300 Kensington Ln",ryan.klawonn@prudential.com,,Salesforce
11181617,Inactive Investor,Maryjo Riddle,,State Farm VP Management Corp. Vandergrift PA 141 Columbia Ave,mary.j.riddle.ggu1@statefarm.com,,Salesforce
10820581,Inactive Investor,Darin Dunham,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Osseo MN 6225 Sycamore Ln N",darin.l.dunham@wellsfargo.com,,Salesforce
1003543,Inactive Investor,Sean Walsh,,Hyperblock,sean@redwoodcityventures.com,,3rd Party Lead Gen
5208467,,حمزه جدوعی,,,www.hamzeh71@gmail.com,09361926469,Web Form Fillout
11231864,Inactive Investor,Christina Angelo,,Commonwealth Financial Network Dallas TX 12222 Merit Dr,cangelo@commonwealth.com,,Salesforce
11200979,Inactive Investor,Jonathan Haugen,Wealth Advisor,"Independent Advisor Alliance, LLC Bismarck ND 4401 Coleman St",,,Salesforce
11027503,Inactive Investor,Juan Guzman,,J.P. Morgan Securities LLC New York NY 201 E 79th St,,,Salesforce
11046415,Inactive Investor,Clarence Simonis,,"Osaic Wealth, Inc. Bloomfield Hills MI 33 Bloomfield Hills Pkwy",,,Salesforce
231380,, -,,[[Unknown]],gwanggo555@gmail.com,,Organic Search
11217545,,Matthew Kuraya-Ziyadeh,,,matthew.kurayaziyadeh@raymondjames.com,,Other
214312,,Paul Saferstein,,[Unknown],paulsaf1@gmail.com,,Organic Search
10923676,Inactive Investor,Carlos Henriquez,,J.P. Morgan Securities LLC San Antonio TX 13939 Nacogdoches Rd,carlos.e.henriquez@jpmorgan.com,,Salesforce
10832431,Inactive Investor,Jeffrey Miller,,"American Portfolios Financial Services, Inc. Fairfield NJ 271 US Hwy 46",jmiller@americanportfolios.com,,Salesforce
10811190,Inactive Investor,Mark Brittan,Vice President - Investments,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,mark.brittan@ubs.com,,Salesforce
10783443,Inactive Investor,Leo Sonkin,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,leo.sonkin@primerica.com,,Salesforce
10762103,Inactive Investor,Joshua Dautovic,Corporate Retirement Director;Government Entity Specialist;Institutional Consultant;Vice President,Morgan Stanley Hudson OH 36 E Streetsboro St,joshua.dautovic@morganstanley.com,,Salesforce
11063604,Inactive Investor,Michael Lorenzen,Co-Founder;Portfolio Manager;President,"LIG Capital Management, LLC Oklahoma City OK 3555 NW 58th St",mike@ligcam.com,,Salesforce
9628918,,Justin Woods,,,jgswoods90@gmail.com,,List import
11101206,Inactive Investor,Wendy Lam,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",wendy.k.lam@nm.com,,Salesforce
11049247,Inactive Investor,Gregory Nolan,Financial Advisor;Managing Principal;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Sparta NJ 35 Sparta Ave",gregory.nolan@wfafinet.com,,Salesforce
9636616,,Allan Dennison,,,adennison@wccadvisors.com,,List import
11128326,Inactive Investor,Dan Sebbah,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",dansebbah@leumiusa.com,,Salesforce
9571744,,Holley Cary,,,hgcary@ftbadvisors.com,,List import
10904654,Inactive Investor,Matthew Surrency,Financial Advisor,Edward Jones Alachua FL 13100 Tech City Cir,matt.surrency@edwardjones.com,,Salesforce
9542623,,Salman Khalifa,,,skas.alkhalifa@gmail.com,,List import
9608483,,Coach Lenin,,,ezrarefarm@gmail.com,,List import
10995281,Inactive Investor,John Welsh,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
11166077,Inactive Investor,Kristin Renner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9625318,,Glock Blackni,,,s.a.glockblackni@gmail.com,,List import
338294,,Mark Bates,Chief Operating Officer,Wealthquest Corporation,mark@wqcorp.com,513-530-9700,Manual List Upload
9589007,,Bret Tackett,,,bret@tackettwealth.com,,List import
11041939,Inactive Investor,Sau Yan Kelly Chow,,J.P. Morgan Securities LLC Houston TX 14400 Memorial Dr,sau-yan-kelly.chow@jpmorgan.com,,Salesforce
11050635,Inactive Investor,Visa Robison,,Cetera Investment Services LLC Lake Charles LA 3401 Ryan St,,,Salesforce
11210970,Inactive Investor,Javier Najera,,"Allstate Financial Services, LLC Arlington TX 1506 W Pioneer Pkwy",javiernajera@allstate.com,,Salesforce
9554689,,John Mitton,,,jmitton508@gmail.com,,List import
11211674,Inactive Investor,Jaime Torres,Financial Advisor,"Pruco Securities, LLC. Bedford NH 6 Bedford Farms Dr",jaime.torres@prudential.com,,Salesforce
9645346,,Ivo Insa,,,bitcoinfonds@gmail.com,,List import
10776199,Inactive Investor,Rickey Pickering,Financial Advisor,Edward Jones Sun City AZ 10451 W Palmeras Dr,rick.pickering@edwardjones.com,,Salesforce
10815437,Inactive Investor,Alfonzo Wright,,"Ameriprise Financial Services, LLC",alfonzo.l.wright@ampf.com,,Salesforce
11182178,Inactive Investor,Shouquan Huang,,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,shouquan.huang@ubs.com,,Salesforce
9563126,,Ali Saeidi,,,alisaeidi978@gmail.com,,List import
11232441,Inactive Investor,Kurt Kleymeyer,,"American Fidelity Securities, Inc.",kurt.kleymeyer@americanfidelity.com,,Salesforce
333887,,Christian Clausen,Director,Blackrock International Limited,christian.clausen@blackrock.com,441-314-727200,Manual List Upload
10903131,Inactive Investor,Lawrence Rittgers,,PFS Investments Inc. Chillicothe OH 154 N High St,lawrence.rittgers@primerica.com,,Salesforce
11016307,Inactive Investor,Christopher Munchhof,Owner,Free Financial,chris@free-financial.com,,Salesforce
10902063,Inactive Investor,Evan Beach,Shareholder,"Campbell Wealth Management, Inc.",evan@campbellwealth.com,,Salesforce
9641807,,james rissanen,,,jr334841@yahoo.com,,List import
10879147,Inactive Investor,Daniel Bongiovanni,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",daniel.bongiovanni@ml.com,,Salesforce
11098526,Inactive Investor,Timothy Shebak,,J.P. Morgan Securities LLC Brighton MI 9858 E Grand River Ave,timothy.shebak@chase.com,,Salesforce
235834,, -,,[[Unknown]],rknight264@gmail.com,,
10890952,Inactive Investor,Hugo Sanchez,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,hugo.sanchez@primerica.com,,Salesforce
9544803,,Joan Njeri,,,njerijoan24@gmail.com,,List import
75501,,David Little,,"Prospera Financial Services, Inc.",david.little@prosperafinancial.com,817-494-9000,
193504,,Bruce McEver,,[Unknown],bmcever@berkcap.com,,
9609162,,Bob Griffin,,,2bobbyg@gmail.com,,List import
343985,,Stephen Hicks,Investment Consultant,Brighton Securities Corp.,shicks@brightonsecurities.com,585-473-3590,Manual List Upload
11089264,Inactive Investor,Trevor Warner,,Fidelity Brokerage Services LLC,,,Salesforce
10878003,Inactive Investor,Dante Collins,Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,dante.collins@morganstanley.com,,Salesforce
9645381,,Yolanda Gray,,,rijanugab@mailinator.com,,List import
10951014,Inactive Investor,Sione Tulua,,PFS Investments Inc. Sacramento CA 9845 Horn Rd,stulua@primerica.com,,Salesforce
10976994,Inactive Investor,Beth Toney,,"Raymond James Financial Services, Inc. Greenville SC 550 E McBee Ave",beth.toney@raymondjames.com,,Salesforce
172007,,Patrick Quinn,,[Unknown],pulljack1933@gmail.com,,Direct
9569730,,Daniel Dugan,,,ddugan@fpwealth.com,,List import
11085343,Inactive Investor,Shelly Sowers,,"Wells Fargo Clearing Services, LLC Virginia Beach VA 2821 Shore Dr",shelly.sowers@wellsfargoadvisors.com,,Salesforce
10915359,Inactive Investor,David Luck,Advisor;Chief Compliance Officer;Chief Executive Officer;Founder,"Advisor Financial Services, Inc.",cpa@advisor.org,,Salesforce
10948124,Inactive Investor,Andrew Jacobson,Financial Consultant,LPL Financial LLC Paramus NJ 210 E State Rte 4,,,Salesforce
10939448,Inactive Investor,Travis Dalton,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10966527,Inactive Investor,Justin Laurin,Insurance Specialist;Senior Partner,Peak Financial Guidance LLC,,,Salesforce
11177294,Inactive Investor,Alyssa Marino,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10976355,Inactive Investor,Callie Armstrong,,State Farm VP Management Corp. Vancouver WA 1207 Washington St,callie.a.armstrong.evxp@statefarm.com,,Salesforce
10891988,Inactive Investor,Joe Graff,Associate Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Southlake TX 2840 W Southlake Blvd",joe.graff@ampf.com,,Salesforce
10879189,Inactive Investor,Samuel Mellinger,Wealth Manager,"Financial Partners Group, Inc.",dick@fpgkc.com,,Salesforce
10878058,Inactive Investor,Derek Draper,Financial Advisor;Financial Professional,LPL Financial LLC Wylie TX 601 Commerce St,derek.draper@lpl.com,,Salesforce
11131787,Inactive Investor,Neera Jaspal,Financial Services Executive,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",njaspal@financialguide.com,,Salesforce
11016322,Inactive Investor,George Randall,Financial Advisor,"Financial Management Strategies, Inc.",,,Salesforce
10818031,Inactive Investor,Ryan Swalwell,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",swalwell.ryan@principal.com,,Salesforce
10918905,Inactive Investor,Leigh Hicks,Financial Advisor,LPL Financial LLC McKinney TX 6401 Eldorado Pkwy,leigh.hicks@lpl.com,,Salesforce
9582735,,Timothy Maistry-Foster,,,timothy@konfid.io,,List import
11130738,Inactive Investor,Benjamin Equitan,Wealth Advisor,LPL Financial LLC Virginia Beach VA 208 Golden Oak Ct,benjamin.equitanjr@lpl.com,,Salesforce
10798892,Inactive Investor,Michael Delgallo,Financial Advisor,"Ameriprise Financial Services, LLC Stratford CT 6580 Main St",michael.delgallo@ampf.com,,Salesforce
10652896,,Mirwaia Khan,,,mk8791862@gmail.com,,Web Form Fillout
9540732,,Joel Singh,,Special Opportunities Fund Ltd.,joel.singh@cnr.com,,List Import
10990837,Inactive Investor,Dylan Boczon,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",dylan.boczon@equitable.com,,Salesforce
9594567,,sdfsdf asdsad,,,sdfsdfsd@gmail.com,,List import
9587103,,Policarpio Sanchez,,,paul.sanchez@szadvisors.com,,List import
374675,,Scott Smith,,[Unknown],scott.smith@hightoweradvisors.com,,Salesforce
10805869,Inactive Investor,Peter Madison,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,peter.madison@morganstanley.com,,Salesforce
9554311,,Scott Millslagle,,,scott.millslagle@protonmail.com,,List import
9566789,,Ali Asal,,,aliaaa040@gmail.com,,List import
11109107,Inactive Investor,Colleen Gardner,,PFS Investments Inc. Brighton CO 29 N Main St,colleen.gardner@primerica.com,,Salesforce
9623098,,Robert Rottenberger,,,bobrotten@yahoo.com,,List import
9598284,,BARBARA PEELE,,,bluesnapp@gmail.com,,List import
11107911,Inactive Investor,David Kleber,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11063496,Inactive Investor,Michael Lynch,Founder;Principal,Lynch Financial Advisors,mike.lynch@lynchfinancialadvisors.com,,Salesforce
9644394,,Wen-Yi Huang,,,abcd61703@gmail.com,,List import
10828543,Inactive Investor,Bradley See,,"Cambridge Investment Research, Inc. Overland Park KS 11872 W 91st St",,,Salesforce
11022046,Inactive Investor,Ryan Watson,Investment Advisor,Fisher Investments,,,Salesforce
10823540,Inactive Investor,Peter Higgins,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,peter.higgins@fidelity.com,,Salesforce
11177091,Inactive Investor,Christopher Ellis,,Cetera Advisor Networks LLC Fairfax VA 4000 Legato Rd,,,Salesforce
10695799,,Patrick Miley,,Federated Hermes,patrick.miley@federatedhermes.com,,List Import
11015348,Inactive Investor,Curtis Randle El,,Newbridge Securities Corporation Pittsburgh PA 945 Liberty Ave,,,Salesforce
11149461,Inactive Investor,William Dolunt,,"Cambridge Investment Research, Inc. Farmington MI 28555 Orchard Lake Rd",,,Salesforce
10949639,Inactive Investor,Pavel Kaptsan,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",pavel.kaptsan@prudential.com,,Salesforce
11108984,Inactive Investor,Eleanore Szymanski,Senior Wealth Advisor,Access Wealth,,,Salesforce
11125615,Inactive Investor,Michelle Miller,,"VALIC Financial Advisors, Inc. Chico CA 21 Hanover Ln",michelle.miller@valic.com,,Salesforce
9594076,,Kristie Gheysens,,,kgheysens@financialengines.com,,List import
10618576,,Marcia Nelson,,,betsy.nelson@ubs.com,,List Import
11107746,Inactive Investor,Kenneth Young,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11140216,Inactive Investor,Patricia Mcnair,,LPL Financial LLC Kingwood TX 2627 Chestnut Ridge Dr,patricia.mcnair@lpl.com,,Salesforce
11028060,Inactive Investor,Brian Joseph,,"Inverness Securities, LLC",,,Salesforce
10788576,Inactive Investor,Julia Lin,,"The Leaders Group, Inc.",julia.lin@leadersgroup.net,,Salesforce
11129825,Inactive Investor,Bradford Richardson,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Plainfield IL 24402 W Lockport St",bradford.w.richardson@ampf.com,,Salesforce
11015839,Inactive Investor,Junior Nascimento,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",junior.nascimento@schwab.com,,Salesforce
10795942,Inactive Investor,Levi Gundlach,Financial Advisor,Edward Jones Casper WY 3831 Denis Dr,levi.gundlach@edwardjones.com,,Salesforce
11233023,Inactive Investor,Larry Nielsen,,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",,,Salesforce
10763726,Inactive Investor,Jeffrey Burns,Financial Advisor,"Ameriprise Financial Services, LLC Princeton NJ 100 Overlook Ctr",jeffrey.j.burns@ampf.com,,Salesforce
11083541,Inactive Investor,Richard Miller,,NYLIFE Securities LLC Milwaukee WI 4465 N Oakland Ave,rrmiller@ft.newyorklife.com,,Salesforce
11164093,Inactive Investor,John Fischer,Investment Advisor Representative,Commonwealth Financial Network Saint Louis MO 425 N New Ballas Rd,jfischer@commonwealth.com,,Salesforce
10876786,Inactive Investor,David Devore,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,david.devore@fmr.com,,Salesforce
11194294,Inactive Investor,Jack Butler,Branch Manager,"Osaic Wealth, Inc. Beachwood OH 25550 Chagrin Blvd",jbutler@osaicwealth.com,,Salesforce
11121798,Inactive Investor,Barry Silver,,"Grove Point Investments, LLC Carefree AZ 36600 N Pima Rd",bsilver@hbeckinc.com,,Salesforce
9572592,,Michael Ealey,,,mealey@massmutual.com,,List import
9540393,,Tina Pacific Premier Trust FBO Tina Scepanovic Roth IRA,,Tina Scepanovic,tinalin.scepanovic@gmail.com,,List Import
10760549,Inactive Investor,Robert Freed,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",robert.freed@wellsfargoadvisors.com,,Salesforce
174309,,Bob Phillps,,[Unknown],dealsonthepharm@yahoo.com,,
11144797,Inactive Investor,Gerald Henshaw,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10773971,Inactive Investor,Juan Sardinha,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",juan_sardinha@ml.com,,Salesforce
9604200,,MATTHEW FEAST,,,matt.feast@vcvdigital.com,,List import
9644684,,Kerry Ellsworth,,,kerrydvm@comcast.net,,List import
10935302,Inactive Investor,Angelica Vukobratovich,,Cetera Investment Services LLC Orland Park IL 15010 S Ravinia Ave,angelica.vukobratovich@ceterais.com,,Salesforce
10645746,,Steven Andrews,,,steven.m.andrews@chase.com,,List Import
9636964,,Grenville Gooder,,,ggooder@bloomberg.net,,List import
10756673,Inactive Investor,Catherine Whicker,Financial Advisor,Edward Jones Kernersville NC 1393 Carrollton Crossing Dr,beth.whicker@edwardjones.com,,Salesforce
9586453,,JH Kim,,,finkjh218@gmail.com,,List import
9615151,,Jason Hood,,,jbhood@gmail.com,,List import
10794174,Inactive Investor,Caryn Coulombe,Senior Client Service Associate,Morgan Stanley Providence RI 1 Financial Plz,caryn.coulombe@morganstanley.com,,Salesforce
4488959,,Martha Archer,,,dahat92052@dicopto.com,,Web Form Fillout
11127344,Inactive Investor,Gregory Lopez,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,gregory.lopez@primerica.com,,Salesforce
10814884,Inactive Investor,Andrew Rhyne,Financial Advisor,"Wells Fargo Clearing Services, LLC Davenport IA 5407 Victoria Ave",andrew.rhyne@wellsfargoadvisors.com,,Salesforce
10851707,Inactive Investor,Michael Cates,Financial Advisor,UBS Financial Services Inc. Denver CO 4600 S Ulster St,michael.cates@ubs.com,,Salesforce
10876229,Inactive Investor,Melinda Bell,,"Avantax Investment Services, Inc. Shawnee OK 1511 N Shawnee Ave",,,Salesforce
10844135,Inactive Investor,Eileen Craft,,LPL Financial LLC Naples FL 3003 Tamiami Trl N,eileen.craft@lpl.com,,Salesforce
218900,,Paul Gregory,,[Unknown],psgreg5@gmail.com,,Direct
9594067,,Brendan Mcgillick,,,bmcgillick@financialengines.com,,List import
11162109,Inactive Investor,Samuel Tippet,,LPL Financial LLC Waterville ME 226 Main St,samuel.tippet@lpl.com,,Salesforce
11035605,Inactive Investor,Brendan Ward,,Commonwealth Financial Network Pittsburgh PA 790 Holiday Dr,bward@commonwealth.com,,Salesforce
9610474,,Nicholas D'Angelo,,,nick@grayscale.com,,List import
11098580,Inactive Investor,Tanya Ross-Lane,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,tross-lane@primerica.com,,Salesforce
43427,,Patrick Giller,Financial Planner,Lincoln Financial Advisors Corporation,pat.giller@lfg.com,614-888-6516,
10977955,Inactive Investor,Jingwei Zhang,Private Client Banker,J.P. Morgan Securities LLC San Marino CA 2998 Huntington Dr,jingwei.zhang@chase.com,,Salesforce
11164367,Inactive Investor,Steven Washington,,LPL Financial LLC Denver CO 2 Steele St,steven.washington@lpl.com,,Salesforce
10802714,Inactive Investor,Lauri Meizler,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",lauri.meizler@ml.com,,Salesforce
9555465,,John Limmex,,,limmex.john@principal.com,,
9587969,,Aditya Putra Pratama,,,aputraa89@gmail.com,,List import
10924224,Inactive Investor,Joseph Henderson,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
224437,,D. Ray Freeman,,[Unknown],rayfreem@gmail.com,,Direct
10901737,Inactive Investor,Jill Derr,Chief Financial Officer,"Resonant Capital Advisors, LLC",jderr@resonantcapital.com,,Salesforce
10893144,Inactive Investor,Plato Wang,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,platowang.team@fidelity.com,,Salesforce
9567976,,Robert Headley,,,rheadley@ignitionpartners.com,,List import
10510567,,Nancy von Stackelberg,Principal,Radius Wealth Management,nancy@radiuswealth.com,,List Import
11028351,Inactive Investor,Kanisha Mills,,J.P. Morgan Securities LLC Dublin OH 6271 Perimeter Dr,kanisha.mills@jpmorgan.com,,Salesforce
11009387,Inactive Investor,Didya Bianchi,Chief Compliance Officer,"Encompass Advisory Services, LLC",dbianchi@easadvice.com,,Salesforce
9617323,,kashan ali,,,mrkashanali@hotmail.com,,List import
10787207,Inactive Investor,Timothy O'Hara,Vice Chairman,Rockefeller Financial LLC,to-hara@rockco.com,,Salesforce
11260539,Inactive Investor,Zachary Crawford,,"American Fidelity Securities, Inc.",,,Salesforce
7533822,,Kris A Smith Kris A Smith,,,rolac63030@dogemn.com,,Web Form Fillout
10644487,,Smitha Balasubramanian,,,sbalasubramanian@lincolninternational.com,,List Import
374494,,Steve Howe,CCO,Vanderbilt Advisory Services,showe@vanderbiltsecurities.com,631-845-5100,Manual List Upload
10889493,Inactive Investor,Christopher Greco,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,christopher.greco@morganstanley.com,,Salesforce
10807799,Inactive Investor,Richard Gostkowski,Financial Advisor,Edward Jones West Chester PA 535 N Church St,rich.gostkowski@edwardjones.com,,Salesforce
11107462,Inactive Investor,Martin Gauba,,Morgan Stanley Middleton MA 35 Village Rd,martin.gauba@msgraystone.com,,Salesforce
9595217,,Emile Mac Gillavry,,,emile@macgillavry.nl,,List import
9572395,,Paul Takats,,,ptakats@deerfield.com,,List import
36661,,Wade Wilkinson,"Chief Executive Officer, President","SSN Advisory, Inc.",wade.wilkinson@ssnetwork.com,800-264-5499,
9584529,,Roger Crank,,,rcrank@financialguide.com,,List import
11166725,Inactive Investor,Coty Dolan,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Conroe TX 3097 College Park Dr,coty.dolan@jpmorgan.com,,Salesforce
10788188,Inactive Investor,Phyllis Levario,Investment Assistant,J.P. Morgan Securities LLC Tampa FL 4900 Memorial Hwy,phyllis.h.levario@jpmorgan.com,,Salesforce
10881481,Inactive Investor,Anne Sheehy,Wealth Management Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
10793217,Inactive Investor,Lawrence Schamberger,Financial Consultant;Member;Regulatory Contact,"Schamberger, Greylak & Utterback Wealth Management, LLC",,,Salesforce
9551078,,Michael O'Mary,,,michael.omary@deshaw.com,,List import
11143258,Inactive Investor,Adam Dake,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",adam.dake@prudential.com,,Salesforce
10849351,Inactive Investor,Kasc Scott,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,kasc.scott@fmr.com,,Salesforce
11231872,Inactive Investor,Sebastian Barraza,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
11083740,Inactive Investor,Maria Klipstine,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",maria_klipstine@ml.com,,Salesforce
11028795,Inactive Investor,Hayden Adams,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
339110,,Terry Theodore,"Partner, Executive Vice President, Limited Partner","Center Rock Capital Partners, Lp",ttheodore@centerrockcp.com,312-635-8075,Manual List Upload
11027179,Inactive Investor,Jason Sherr,Financial Advisor,LPL Financial LLC Reno NV 3650 Mayberry Dr,jason.sherr@lpl.com,,Salesforce
248777,,Alice Singh,"Associate Director, Private Equity",CM Capital Advisors,alice@cmcapitaladvisors.com,,Manual List Upload
10919988,Inactive Investor,Jacob Garcia,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",jacob.garcia@empower.com,,Salesforce
9563936,,Goran Kolevski,,,goran.kolevski@gmail.com,,List import
10876430,Inactive Investor,Michael Hammack,,"Cambridge Investment Research, Inc. Jackson MO 5303 Old Cape Rd E",,,Salesforce
11076226,Inactive Investor,Maria Garcia,,J.P. Morgan Securities LLC Spring TX 9590 Six Pines Dr,maria.alejan.garcia@chase.com,,Salesforce
10880170,Inactive Investor,Mona Gadura,,Vanguard Marketing Corporation,mona_gadura@vanguard.com,,Salesforce
10899158,Inactive Investor,Jason Zacharkiewicz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9582126,,Amy Crowley,,,amycrowley78@gmail.com,,List import
11050988,Inactive Investor,Richard Johns,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10855553,Inactive Investor,Laura Long,Chief Executive Officer;Regulatory Contact,"Diazo, LLC",laura.long@diazo.com,,Salesforce
10804811,Inactive Investor,Vadim Raskin,,"Brean Capital, LLC",,,Salesforce
10835900,Inactive Investor,Carl Vail,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Rockville MD 702 King Farm Blvd,carl.vail@morganstanley.com,,Salesforce
236450,, -,,[[Unknown]],aninamudda@gmail.com,,
10771950,Inactive Investor,David Palm,Premier Banker,"Wells Fargo Clearing Services, LLC Fort Collins CO 3600 S College Ave",david.palm@wellsfargoadvisors.com,,Salesforce
10990058,Inactive Investor,Christopher Gregory,,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",,,Salesforce
11182702,Inactive Investor,Rene Tamez,Agency Manager;Financial Advisor,"W&S Brokerage Services, Inc. Houston TX 1616 S Voss Rd",,,Salesforce
11114229,Inactive Investor,Isaiah Pelayo,Private Client Services,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",,,Salesforce
10988627,Inactive Investor,Kaitlyn Felicetti,Portfolio Associate,Neuberger Berman BD LLC,kaitlyn.felicetti@nb.com,,Salesforce
11066133,Inactive Investor,Donnie Sweat,,"Avantax Investment Services, Inc. Wrightsville GA 8659 S Marcus St",,,Salesforce
10912915,Inactive Investor,Kristin Brown,Advisor,"Moneta Group Investment Advisors, LLC",,,Salesforce
229111,, -,,[[Unknown]],dzdbdaggns1@gmail.com,,
11105783,Inactive Investor,Moishe Zirkind,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,mzirkind@ft.newyorklife.com,,Salesforce
10964846,Inactive Investor,Corey Voorman,President,Voorman Investment Counsel LLC,,,Salesforce
10773158,Inactive Investor,James Meisch,Financial Advisor;First Vice President,Morgan Stanley Rockford IL 2126 N Perryville Rd,james.meisch@morganstanley.com,,Salesforce
11021389,Inactive Investor,Courtney Arria,,LPL Financial LLC East Syracuse NY 5730 Commons Park,courtney.arria@lpl.com,,Salesforce
11185425,Inactive Investor,Curtis Ko,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",curtis.ko@wellsfargo.com,,Salesforce
11090744,Inactive Investor,Timothy Sepich,,"Cambridge Investment Research, Inc. Vancouver WA Private Residence",,,Salesforce
10957578,Inactive Investor,Dennis Rushing,,LPL Financial LLC Ardmore TN 26327 Main St,dennis.rushing@lpl.com,,Salesforce
339643,,Mikhail Vitebskiy,IT Manager,Lexington Advisors Llc,mvitebskiy@lexpartners.com,212-754-0411,Manual List Upload
340419,,Nikhil Dixit,Vice President,Stone Point Capital Llc,ndixit@stonepoint.com,203-862-2900,Manual List Upload
10925505,Inactive Investor,Kimberley Owen,Financial Advisor,Edward Jones Heber Springs AR 309 Southridge Blvd,kimberley.owen@edwardjones.com,,Salesforce
11166925,Inactive Investor,Johnny Roberts,Investment Executive,LPL Financial LLC Athens TX 629 S Palestine St,kyle.roberts@lpl.com,,Salesforce
10753733,Inactive Investor,Brian Grissom,,"Northwestern Mutual Investment Services, LLC Wilmington NC 1111 Military Cutoff Rd",brian.m.grissom@nm.com,,Salesforce
10648345,,Najuk Jain-Brown,,,najuk.jain@fidelity.com,,List Import
11108292,Inactive Investor,Graham Falbo,,B. Riley Wealth Management Jersey City NJ 30 Montgomery St,,,Salesforce
10813379,Inactive Investor,Joel Seleskie,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 12 Long Lake Rd",joel.seleskie@nm.com,,Salesforce
10980516,Inactive Investor,Kevin Caballaro,,"Farmers Financial Solutions, LLC Pearland TX 2225 County Road 90",,,Salesforce
9557992,,John Scinto,,,john.scinto@transamerica.com,,List import
10811567,Inactive Investor,Debra Stueven,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",debra.stueven@rbc.com,,Salesforce
11024976,Inactive Investor,Daniel Fitz Morris,,"Manning & Napier Investor Services, Inc.",,,Salesforce
11061626,Inactive Investor,Robert Ochs,,State Farm VP Management Corp. Rochester NY 630 East Ave,robert.ochs.l8ca@statefarm.com,,Salesforce
11044816,Inactive Investor,Craig Soule,Financial Planner,LPL Financial LLC Sandusky OH 1302 Cleveland Rd,craig.soule@lpl.com,,Salesforce
10966603,Inactive Investor,Kristina Carrasco,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
220785,,John beck,,United States,drjbeck8@gmail.com,,Direct
11113691,Inactive Investor,James Jacobs,,"Osaic Wealth, Inc. Edmond OK 837 E 33rd St",,,Salesforce
10613399,,Holly Wallace,"Managing Director, Senior Financial Advisor",,holly_b_wallace@ml.com,,List Import
11061753,Inactive Investor,Reynaldo Figueredo,Client Advisor;Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",reynaldo.figueredo@alexbrown.com,,Salesforce
10647560,,Michele Valenti,,,mvalenti@rcflp.com,,List import
9552205,,Lindokuhle Mawelela,,,lyndomawelela@gmail.com,,List import
11171158,Inactive Investor,George Craddock,Partner,Ranger Global Holdings LLC,george@rangerglobalholdings.com,,Salesforce
10648319,,Alicia Bromley,,,alicia.bromley@fmr.com,,List Import
11186084,Inactive Investor,Anthony Bloch,Financial Advisor,LPL Financial LLC Los Angeles CA 2001 S Barrington Ave,anthony.bloch@lpl.com,,Salesforce
10935053,Inactive Investor,Matthew Unger,,LPL Financial LLC Wilmington DE 1100 N Market St,matthew.unger@lpl.com,,Salesforce
10617466,,Philip Starewich,,,philip.j.starewich@jpmorgan.com,,List Import
209445,,Randy Blumer,,Retired,randyblumer@yahoo.com,8082833167,
9548000,,Tesline Pedro,,,teslinepedro@gmail.com,,List import
10979009,Inactive Investor,Kelly Jorgensen,,Thrivent Investment Management Inc.,kelly.jorgensen@thrivent.com,,Salesforce
10853982,Inactive Investor,Patricia Sorensen,President,Sorensen Financial Management Evergreen CO 3082 Evergreen Pkwy,patricia@sorensenfinancial.com,,Salesforce
10616894,,Margaret Comer,,,meg.comer@alex-brown.com,,List Import
10489011,,Melodie Smith,Client Relationship Specialist,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",melodie.smith@longhornwealth.net,,List Import
10789548,Inactive Investor,Adam Hrtanek,,J.P. Morgan Securities LLC Tempe AZ 1744 E Southern Ave,adam.hrtanek@jpmorgan.com,,Salesforce
11128587,Inactive Investor,Thomas Merkel,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",thomas_merkel@ml.com,,Salesforce
10963514,Inactive Investor,Marissa Vader,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",marissa.vader@ml.com,,Salesforce
9617731,,Martin Roher,,,msrcap@hotmail.com,,List import
10836945,Inactive Investor,Peteris Abuls,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",peteris.abuls@raymondjames.com,,Salesforce
10778575,Inactive Investor,Susan Estep,,"Raymond James Financial Services, Inc. Missoula MT 432 W Spruce St",susan.estep@raymondjames.com,,Salesforce
9629586,,Richard Buck,,,rbuck59@gmail.com,,List import
11008165,Inactive Investor,Karla Tabag-Smith,,"American Fidelity Securities, Inc.",karla.tabag-smith@americanfidelity.com,,Salesforce
10863439,Inactive Investor,Stephen Gattis,Managing Member;Member,"SKG Investment Services, LLC",,,Salesforce
10948597,Inactive Investor,Arthur Rayos,,"Farmers Financial Solutions, LLC Tomball TX 200 Baker Dr",arayos@farmersagent.com,,Salesforce
10998516,Inactive Investor,Travis Williams,,"First Command Brokerage Services, Inc. Saint Robert MO 718 Missouri Ave",tswilliams@firstcommand.com,,Salesforce
10772933,Inactive Investor,Sara Carlsson,Financial Advisor,Edward Jones Mason City IA 202 1st St SE,sara.carlsson@edwardjones.com,,Salesforce
10486657,,Travis Wilson,"Branch Manager, Financial Advisor, Regional Productivity Manager","Wells Fargo Clearing Services, LLC",travis.wilson@wellsfargoadvisors.com,,List Import
11055938,Inactive Investor,Francisco Sirvent,Investment Advisor;Manager;Owner,"Lifestyle Planning, LLC",,,Salesforce
9629378,,Matt Davidson,,,mdavidson@socialfiremedia.com,,List import
10760347,Inactive Investor,Bradley Defoor,,Goldman Sachs & Co. San Francisco CA 555 California St,bradley.defoor@gs.com,,Salesforce
10872169,Inactive Investor,Martin Falcon,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,martin.falcon@fmr.com,,Salesforce
10950355,Inactive Investor,Christopher Gardner,,J.P. Morgan Securities LLC Manlius NY 329 Fayette St,christopher.gardner@jpmorgan.com,,Salesforce
10870207,Inactive Investor,Curtis Bohn,Private Wealth Advisor,"Ameriprise Financial Services, LLC Omaha NE 14769 California St",curtis.l.bohn@ampf.com,,Salesforce
10823896,Inactive Investor,Richard Clouse,,LPL Financial LLC Westerville OH 5008 Pine Creek Dr,,,Salesforce
9593369,,Troy Wood,,,troy.s.wood@impel.global,,List import
9646483,,Michael Matthews,,,mmatthews@financialtrust.net,,List import
9637626,,Mathias Lindermeir,,,mathias.lindermeir@extorel.de,,List import
10850315,Inactive Investor,Ankur Manchanda,,"Hornor, Townsend & Kent, LLC Melville NY 1 Huntington Quadrangle",amanchanda@htk.com,,Salesforce
11099251,Inactive Investor,Zachary Priesman,,Edward Jones Fremont OH 1616 W State St,zack.priesman@edwardjones.com,,Salesforce
11055357,Inactive Investor,Travis Smith,Financial Advisor,LPL Financial LLC Holly MI Private Residence,,,Salesforce
11118279,Inactive Investor,Micah Seen,,"WesBanco Securities, Inc. Parkersburg WV 260 Gihon Vlg",,,Salesforce
11198163,Inactive Investor,Lexey Kneib,,GWN Securities Inc.,lkneib@gwnsecurities.com,,Salesforce
10851209,Inactive Investor,Wade Poplawski,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
11001764,Inactive Investor,Robert Calabrese,,J.P. Morgan Securities LLC Fresh Meadows NY 18708 Horace Harding Expy,robert.calabrese@jpmorgan.com,,Salesforce
10788045,Inactive Investor,David Roehr,,Cetera Financial Specialists LLC Park Ridge IL 656 Busse Hwy,david.roehr@ceterafs.com,,Salesforce
9588440,,Bret Whiteley,,,whiteley.bret@principal.com,,List import
10791190,Inactive Investor,Ivy Leung,Vice President,Citigroup Global Markets Inc. Cranford NJ Private Residence,ivy.leung@citigroup.com,,Salesforce
213898,,Ted Brown,,[Unknown],tedbrown.tmb@outlook.com,,source
9561043,,Jane Sawyer,,,jane.sawyer@fidelity.com,,List import
11086614,Inactive Investor,Richard Mukomela,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7212 Metro Blvd",rick.mukomela@ampf.com,,Salesforce
10956836,Inactive Investor,Howard Varnedoe,Financial Advisor,"EverSource Wealth Advisors, LLC Franklin TN Private Residence",,,Salesforce
218323,,Shanmuganathan Anamely Shanmuganathan Anamely,,[Unknown],shanmuganathan@hotmail.com,,
10880353,Inactive Investor,Russell Greene,Financial Advisor,Edward Jones Murrells Inlet SC 11990 Hwy 17 Byp,russell.greene@edwardjones.com,,Salesforce
10801748,Inactive Investor,Dennis Briggs,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",dennis.briggs@raymondjames.com,,Salesforce
10617786,,Elizabeth Sheehan,,,elizabeth.digani@ubs.com,,List Import
9548274,,Marc Christensen,,,marc.b797@yahoo.com,,List import
230330,, -,,[[Unknown]],teilmann@elitium.io,,Organic Search
11206484,Inactive Investor,Jason Donehue,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.donehue@jpmorgan.com,,Salesforce
10902993,Inactive Investor,Brent Gunn,Chief Information Officer,"Waverly Advisors, LLC",,,Salesforce
11128205,Inactive Investor,Stephanie Stremick,Financial Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,stephanie.stremick@morganstanley.com,,Salesforce
10967742,Inactive Investor,Jesus Gonzalez,Broker,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10876495,Inactive Investor,Sagar Shah,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",sagar.shah@nm.com,,Salesforce
10985999,Inactive Investor,William Nordt,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
9603418,,Sam Regina,,,sr24120@yahoo.com,,List import
10906701,Inactive Investor,Ethan Solat,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11114515,Inactive Investor,John Iszard,,"Osaic Wealth, Inc. Costa Mesa CA 695 Town Center Dr",,,Salesforce
10966672,Inactive Investor,David Terry,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Weymouth MA 525 Washington St",david.x.terry@ml.com,,Salesforce
9551766,,Joel Revill,,,joel@twoocean.com,,List import
11150409,Inactive Investor,Theodore Larson,Financial Advisor;Portfolio Manager,Morgan Stanley Minneapolis MN 225 S 6th St,ted.larson@morganstanley.com,,Salesforce
11066730,Inactive Investor,Daniel Mohen,,"Northern Trust Securities, Inc.",daniel.mohen@northerntrust.com,,Salesforce
9575963,,Phillip OBryon,,,pobryon@yahoo.com,,List import
9549792,,lorenzo rossi,,,zaepster@gmail.com,,List import
11196879,Inactive Investor,Jordan Melton,Financial Advisor,Edward Jones Hartsville SC 1023 W Carolina Ave,jordan.melton@edwardjones.com,,Salesforce
10871858,Inactive Investor,Melvin Flores,,PFS Investments Inc. Vancouver WA 601 Main St,melvin.flores@primerica.com,,Salesforce
11117743,Inactive Investor,Edgar Setliff,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
10902333,Inactive Investor,Destiny McMiller,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10795614,Inactive Investor,Stephanie McGeever,Paraplanner,"Ameriprise Financial Services, LLC Glen Echo MD 6112 Oberlin Ave",stephanie.b.mcgeever@ampf.com,,Salesforce
10484929,,Terrance Hutchins,"Chief Compliance Officer, Owner",Logos Financial Group,terrance@logosfinancialgroup.com,,List Import
9622720,,Tran Duy Khanh,,,tduykhanh78@gmail.com,,List import
151762,,David Stelzer,,[Unknown],davidstelzer555@gmail.com,,
10776598,Inactive Investor,Philip Ambrosino,Chartered Retirement Planning Counselor;Portfolio Manager;Senior Vice President;Sports and Entertainment Director;Wealth Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,philip.ambrosino@morganstanley.com,,Salesforce
11044851,Inactive Investor,David Cushwa,Financial Professional,LPL Financial LLC Hagerstown MD 1825 Howell Rd,david.cushwa@lpl.com,,Salesforce
9634603,,Heather Asbell,,,hasbell@providentwealthgroup.com,,List import
11150057,Inactive Investor,Andrew Countaway,,Edward Jones Hazelwood MO Private Residence,andrew.countaway@edwardjones.com,,Salesforce
10898929,Inactive Investor,Rachel Yerges,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9602400,,m jw,,,1670039818@qq.com,,List import
11066015,Inactive Investor,Monica Narvaez,,"Osaic Wealth, Inc. El Paso TX 123 W Mills Ave",,,Salesforce
10897234,Inactive Investor,Patrick Wainscott,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",patrick.wainscott@ampf.com,,Salesforce
10908478,Inactive Investor,Daniel Walton,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11084897,Inactive Investor,Alan Reifler,Financial Advisor;Financial Consultant;Senior Vice President,"RBC Capital Markets, LLC Denver CO 1801 California St",alan.reifler@rbc.com,,Salesforce
11255207,Inactive Investor,Luke Gearhart,,EGSI Investment Management,,,Salesforce
10918556,Inactive Investor,Christine Faris,,"OneAmerica Securities, Inc.",,,Salesforce
9585209,,Susan Taylor,,,sue.taylor@voya.com,,List import
333203,,Unknown Unknown,,Fulton Bank,gnichols@fult.com,,Manual List Upload
10865591,Inactive Investor,Rone Davis,Chief Compliance Officer;Chief Investment Officer;Managing Member;Principal,"Daviman Financial, LLC",rone@davimanfinancial.com,,Salesforce
11013067,Inactive Investor,Deviemattie Makkar,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
11101894,Inactive Investor,Phillip Ingram,,NYLIFE Securities LLC Ruston LA Private Residence,psingram@ft.newyorklife.com,,Salesforce
9580852,,Martin Fridson,,,mfridson@llfadvisors.com,,List import
10864088,Inactive Investor,Donald Mccormick,Chief Compliance Officer;Managing Partner;Principal,"Insight Wealth Strategies, LP",dean.mccormick@insightwealthlp.com,,Salesforce
10975972,Inactive Investor,Fredrick Lluberes,Wealth Advisor,Citigroup Global Markets Inc. New York NY 12 W 48th St,,,Salesforce
11012925,Inactive Investor,Katherine Ceroll,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
9618909,,Nicholas Chretien,,,nchretien@canaras.com,,List import
11074551,Inactive Investor,Carolyn Oberfeld,Financial Advisor,LPL Financial LLC Eagan MN Private Residence,carolyn.oberfeld@lpl.com,,Salesforce
10934794,Inactive Investor,Krista Buchholz,,"Raymond James Financial Services, Inc. Rapid City SD 333 West Blvd",krista.buchholz@raymondjames.com,,Salesforce
11182152,Inactive Investor,Sean Hsu,Financial Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,sean.hsu@ubs.com,,Salesforce
11078344,Inactive Investor,Kevin Zezula,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",kevin.zezula@ampf.com,,Salesforce
11180983,Inactive Investor,Kimberly Jones,,Sigma Financial Corporation,kjones@sigmafinancial.com,,Salesforce
9564272,,Shannan Denison,,,sdenison@iaac.com,,List import
11045577,Inactive Investor,Ronald Botello,Investment Advisor Representative,"Osaic Wealth, Inc. San Antonio TX 3522 Paesanos Pkwy",,,Salesforce
10920967,Inactive Investor,Jennifer Rusk,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",jennifer.rusk@nm.com,,Salesforce
11207627,Inactive Investor,Jason Dallmann,Associate Advisor;Chief Compliance Officer,"WealthStar Advisors, LLC",jdallmann@wealthstaradvisors.com,,Salesforce
11135188,Inactive Investor,Kevin Jarchow,Financial Advisor,LPL Financial LLC Grand Haven MI 201 S Beacon Blvd,kevin.jarchow@lpl.com,,Salesforce
10907322,Inactive Investor,Debra Freiheit,,"Ameriprise Financial Services, LLC Arlington TX 2340 W Interstate 20",,,Salesforce
10866470,Inactive Investor,Michele Jacobs,,State Farm VP Management Corp. Wamego KS 415 Lincoln Ave,michele.jacobs.jxd7@statefarm.com,,Salesforce
11181523,Inactive Investor,Yair Garcia,Financial Consultant;Private Client Banker,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jay.garcia@tiaa.org,,Salesforce
11203830,Inactive Investor,Glenn Fuller,First Vice President;Senior Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",glenn_fuller@ml.com,,Salesforce
2623477,,Eli Bracha,,,elibracha45@gmail.com,,
10932711,Inactive Investor,Craig Engel,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",engel.craig@principal.com,,Salesforce
11228733,Inactive Investor,Leonardo Torres,,J.P. Morgan Securities LLC Chicago IL 238 N State St,,,Salesforce
10857449,Inactive Investor,Julia Truslow,Financial Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",julia.truslow@wellsfargoadvisors.com,,Salesforce
237708,, -,,[[Unknown]],iwillettjr@gmail.com,,
11263721,Inactive Investor,John Schlueter,Research Analyst,"JNBA Financial Advisors, LLC",john.schlueter@jnba.com,952-844-0995,Salesforce
10777397,Inactive Investor,Rachael Naylor,Executive Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,rachael.naylor@morganstanley.com,,Salesforce
9546080,,Lovina Roberts,,,spacejam1017@gmail.com,,List import
7993754,,Brenda Smith,,BRENDA SMITH ACCOINTING PORTFOLIO,brendasmithharley@yahoo.com,3802430980,Web Form Fillout
10881815,Inactive Investor,Benjamin Ebert,Chief Executive Officer;Chief Investment Officer,Ebert Capital Management Inc.,ben@ebertcapital.com,,Salesforce
11143240,Inactive Investor,Aferdita Zanko,,J.P. Morgan Securities LLC Hanover Park IL 1640 Irving Park Rd,aferdita.zanko@jpmorgan.com,,Salesforce
11219515,,Alan Biller,,,alan@alanbiller.com,,Other
11159635,Inactive Investor,Troy Pugh,Financial Advisor,Edward Jones Muscatine IA 2464 Hwy 22,troy.pugh@edwardjones.com,,Salesforce
11030673,Inactive Investor,Debra Pena,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10946427,Inactive Investor,Andrew Saastamoinen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
232919,, -,,[[Unknown]],montanaviking@yahoo.com,,
11045267,Inactive Investor,Tonny Navarro,Senior Investment Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",tonny.navarro@ml.com,,Salesforce
10985477,Inactive Investor,Nazanin Mortazavi,,J.P. Morgan Securities LLC Van Nuys CA 17200 Saticoy St,nazanin.mortazavi@chase.com,,Salesforce
9561063,,Eric Boddy,,,eric.boddy@lfg.com,,List import
10895453,Inactive Investor,Robert Rice,,"Raymond James Financial Services, Inc. Mansfield OH 100 S Diamond St",robert.rice@raymondjames.com,,Salesforce
10963929,Inactive Investor,Natalia Reyes,,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,,,Salesforce
10938689,Inactive Investor,Christopher Ricketts,Principal,"Ricketts Financial, LLC",,,Salesforce
10959787,Inactive Investor,Christopher Smaney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10643968,,Pamela Rasmussen,,,pamela.peters@morganstanley.com,,List Import
11141220,Inactive Investor,Sandra Langdon,,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",sandra.langdon@wellsfargoadvisors.com,,Salesforce
10798858,Inactive Investor,George Prattos,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Jacksonville FL 50 N Laura St,george.prattos@morganstanley.com,,Salesforce
11155273,Inactive Investor,Justin Plummer,,"Avantax Investment Services, Inc. Greensboro NC 528 College Rd",,,Salesforce
11210366,Inactive Investor,Timothy Mccaslin,Associate,Edward Jones Broken Bow NE 827 S D St,tim.mccaslin@edwardjones.com,,Salesforce
11110009,Inactive Investor,Michael King,,LPL Financial LLC New York NY 277 Park Ave,,,Salesforce
11023599,Inactive Investor,Johnny Abreu,,J.P. Morgan Securities LLC Millburn NJ 279 Millburn Ave,johnny.abreu@jpmorgan.com,,Salesforce
9544709,,Alyssa Morris,,,alyssa@paralleladvisors.com,,List import
9570079,,Alex Jefferson,,,ajefferson@pksinvest.com,,List import
10949760,Inactive Investor,Michael Ross,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10952761,Inactive Investor,Brian Heimbecker,,"Osaic Wealth, Inc. Spokane WA 100 N Mullan Rd",,,Salesforce
10390329,,Youssef Lahbabi,,,youssef.lahbabi@codility.com,,Web Form Fillout
10904088,Inactive Investor,Paul Labaere,,"Hantz Financial Services, Inc. Clinton Township MI 24668 William P Rosso Hwy",paul.labaere@hantzgroup.com,,Salesforce
10770295,Inactive Investor,Clayton Rimmer,Assistant Vice President,Morgan Stanley Roswell GA Private Residence,,,Salesforce
10816374,Inactive Investor,Kevin Gallagher,,Lincoln Investment Brookeville MD Private Residence,kgallagher@lincolninvestment.com,,Salesforce
11198414,Inactive Investor,Joseph Donaldson,Financial Advisor,HTG Investment Advisors Inc,joseph@htgadvisors.com,,Salesforce
11018375,Inactive Investor,Kent Kuhlmann,,"Avior Wealth Management, LLC Napa CA 1455 1st St",kent.kuhlmann@aviorwealth.com,,Salesforce
11149911,Inactive Investor,Susan Clarke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
238982,,Ferenc -,,Hungary,puskasf17@gmail.com,,Direct
10919638,Inactive Investor,Gregory Lunak,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",gregory.lunak@rbc.com,,Salesforce
9551793,,David Pequet,,,dave@mpi-invest.com,,List import
10923821,Inactive Investor,Fred Abrams,,"Allstate Financial Services, LLC West Berlin NJ Private Residence",fred.abrams@allstate.com,,Salesforce
9607771,,LEONIDAS HADJILOIZOU,,,leo40leo@gmail.com,,List import
10914839,Inactive Investor,Maria Martinez Arenas,,Fidelity Brokerage Services LLC,,,Salesforce
10858067,Inactive Investor,Erik Montalvo,Financial Advisor;Financial Planning Specialist,Morgan Stanley Lancaster PA 300 Granite Run Dr,erik.montalvo@morganstanley.com,,Salesforce
10793646,Inactive Investor,Gloria White,,PFS Investments Inc. Noblesville IN 802 Mulberry St,gloria.white@primerica.com,,Salesforce
10876740,Inactive Investor,Amber Pierce,,Fidelity Brokerage Services LLC Burlington KY Private Residence,,,Salesforce
10865873,Inactive Investor,Megan Godsey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11018797,Inactive Investor,Danielle Flores,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",danielle.flores@ml.com,,Salesforce
10793366,Inactive Investor,John Frongillo,Financial Planner;Wealth Manager,Integrated Wealth Concepts LLC Worcester MA 100 North Pkwy,john.frongillo@ifpadvisor.com,,Salesforce
9592782,,ERICK MARTINEZ,,,efmartinez1@yahoo.com,,List import
11095209,Inactive Investor,William Tyson,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",stan.tyson@rbc.com,,Salesforce
11004793,Inactive Investor,Nathan Kaiser,,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",nathankaiser@financialguide.com,,Salesforce
10617549,,Daniel Liebers,,,daniel.liebers@equitable.com,,List Import
11075335,Inactive Investor,Jessica Coleman,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,jessica.coleman@gs.com,,Salesforce
10918055,Inactive Investor,Edgar Ramirez,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,eramirez03@ft.newyorklife.com,,Salesforce
10793545,Inactive Investor,Melba Roark,,PFS Investments Inc. Largo FL 1725 E Bay Dr,melba.roark@primerica.com,,Salesforce
10646990,,Cheryl Myler,,,cheryl.myler@raymondjames.com,,List Import
11131101,Inactive Investor,Mark Pearson,Premier Banker,"Wells Fargo Clearing Services, LLC Owatonna MN 101 N Cedar Ave",,,Salesforce
10658320,,Brett Riekena,,,brett.riekena@countryfinancial.com,,List Import
11052792,Inactive Investor,Bryce Fernelius,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
6372731,,Evie WEN,,,evie@luvieholdings.com,,Web Form Fillout
11027588,Inactive Investor,Amber Clos,,LPL Financial LLC Fuquay Varina NC 325 N Judd Pkwy NE,amber.clos@lpl.com,,Salesforce
9553108,,Ernar Abuov,,,yernar.abuov@yandex.ru,,List import
11222615,,Andre Leao,,,andre@azimutgenesis.com,,List Import
10784460,Inactive Investor,William Charlet,Senior Vice President - Investments,Davenport & Company LLC,wcharlet@investdavenport.com,,Salesforce
10789850,Inactive Investor,David Stewart,Senior Client Service Associate,"Raymond James & Associates, Inc. Grand Blanc MI 8245 Holly Rd",david.stewart@raymondjames.com,,Salesforce
11131427,Inactive Investor,Kevin Moriarty,Financial Advisor,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
11223293,,Gregory Orrell,,,gregorrell@ocmgoldfund.com,,List Import
11162945,Inactive Investor,Justin Kinzinger,,Cetera Investment Services LLC Wentzville MO 1843 Wentzville Pkwy,,,Salesforce
11063136,Inactive Investor,Brian Runkles,Chief Compliance Officer;Founding Partner;Managing Member;Private Wealth Advisor,Veridian Capital Partners,brianr@vcpwealth.com,,Salesforce
10828372,Inactive Investor,Johnson Marcellino,,LPL Financial LLC Laurel MS 1209 Hwy 15 N,johnson.marcellino@lpl.com,,Salesforce
10929960,Inactive Investor,James Galpin,Financial Advisor,"Ameriprise Financial Services, LLC Sugar Land TX 8034 Hwy 90A",jim.galpin@ampf.com,,Salesforce
10847254,Inactive Investor,Joseph Stoutner,Associate Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",joseph.a.stoutner@ampf.com,,Salesforce
10837038,Inactive Investor,Lawrence Pusateri,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Louisville KY 4969 US Hwy 42,lawrence.pusateri@morganstanley.com,,Salesforce
10987244,Inactive Investor,Robert Banton,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,rbanton@primerica.com,,Salesforce
11157740,Inactive Investor,George Monaghan,,"Osaic Wealth, Inc. Rochester NY 109 S Union St",,,Salesforce
10843410,Inactive Investor,Douglas Ward,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",douglas.ward@wfafinet.com,,Salesforce
11069006,Inactive Investor,Jason Allen,,Morgan Stanley Barrington IL 760 W Main St,jason.allen@morganstanley.com,,Salesforce
9582620,,Michael Johnson,,,michael.johnson@alchemiwealth.com,,List import
10505985,,marc antunes,Eng.,unipessoal,mpantunes@gmail.com,351-913-7689,List import
10794895,Inactive Investor,Jeff Merlino,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Vancouver WA 1607 Main St",jeff.merlino@usbank.com,,Salesforce
9551409,,Wyatt Yasinski,,,wyasinski@cambridgeassociates.com,,List import
10949392,Inactive Investor,Peiji Liang,Senior Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,peiji.liang@jpmorgan.com,,Salesforce
9599386,,Vincent Jeffers,,,vmjeffers@gmail.com,,List import
10853114,Inactive Investor,Thomas Muir,Chief Compliance Officer;Chief Executive Officer;President,"Cultivar Capital, Inc.",thomas@cultivarcapital.com,,Salesforce
10896230,Inactive Investor,Mark Henneman,Chairman;Chief Executive Officer,Mairs & Power,mhenneman@mairsandpower.com,,Salesforce
11190427,Inactive Investor,Chad Golembeck,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Springfield IL 3201 W White Oaks Dr,chad.golembeck@morganstanley.com,,Salesforce
11079231,Inactive Investor,Susan Shields,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",susan.shields@ml.com,,Salesforce
11165590,Inactive Investor,Thomas Hardenbergh,Senior Financial Advisor,UBS Financial Services Inc. Manchester NH 1155 Elm St,ted.hardenbergh@ubs.com,,Salesforce
37453,,Scott Pfeifer,"Financial Advisor, Vice President - Financial Planning","CommunityAmerica Financial Solutions, LLC",spfeifer@cacu.com,816-410-4749,
10826228,Inactive Investor,David Almeida,Private Wealth Advisor,"Osaic FA, Inc. Oxnard CA 300 E Esplanade Dr",david.almeida@lfg.com,,Salesforce
66231,,Richard Grace,Financial Planner,Lincoln Financial Advisors Corporation,richard.grace@lfg.com,410-771-5419,
10944600,Inactive Investor,David Weinberg,Financial Advisor,"Osaic Wealth, Inc. Cranston RI 2000 Chapel View Blvd",,,Salesforce
10970766,Inactive Investor,Kristofer Maher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11088118,Inactive Investor,Thaddeus Allen,Lead Advisor,Brighton Jones LLC,thaddeus.allen@brightonjones.com,,Salesforce
11219678,Inactive Investor,David Stamm,Portfolio Manager;Senior Vice President,Dana Investment Advisors Inc Brookfield WI 15800 W Bluemound Rd,david@danainvestment.com,,Other
9575758,,Christopher Danner,,,christopher.danner@kestrafinancial.com,,List import
9616507,,Douglas Heitner,,,dougheitner@gmail.com,,List import
11236278,Inactive Investor,Bryce Mcdonald,Managing Director;Shareholder,Pathstone Bellevue WA 225 108th Ave NE,bmcdonald@pathstone.com,,Salesforce
11128827,Inactive Investor,Mark Thigpen,Investment Advisor Representative,"Osaic Wealth, Inc. Charleston SC 1118 Savannah Hwy",,,Salesforce
10771979,Inactive Investor,Clifford Henrickson,Financial Advisor;Senior Investment Consultant;Senior Vice President,Robert W. Baird & Co. Incorporated,chenrickson@rwbaird.com,,Salesforce
10848450,Inactive Investor,Sehr Kayani,Supervisory Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",sehr.kayani@ml.com,,Salesforce
11192917,Inactive Investor,Ray Garnica,Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley San Diego CA 101 W Broadway,ray.garnica@morganstanley.com,,Salesforce
9588341,,Norman Smith,,,nsmith@nrsmith.com,,List import
11151649,Inactive Investor,Andrew Laubner,,"Cornerstone Financial Services, Inc.",alaubner@cornerstone401k.net,,Salesforce
10750774,,Sajjad Bayat,,,s.bayat1988@gmail.com,,Web form fillout
9560772,,Marc Nickles,,,marc.nickles@icloud.com,,List import
10974129,Inactive Investor,Ashlee Bridge,,"Northwestern Mutual Investment Services, LLC West Chester OH 7570 Bales St",ashlee.bridge@nm.com,,Salesforce
10525797,,Bryan Hilario,,,bryanhilario@hotmail.com,,Web Form Fillout
11101065,Inactive Investor,Joshua Strouse,,"Signature Equity Partners, LLC Mount Vernon OH 103 S Main St",,,Salesforce
10858048,Inactive Investor,Patrick Marsden,,State Farm VP Management Corp. Madison WI 14 N Carroll St,,,Salesforce
162294,,Joe Allaria,"Partner, Wealth Advisor","Carsonallaria Wealth Management, Ltd.",joe.allaria@carsonallaria.com,618-288-9505,Manual List Upload
11171941,Inactive Investor,Aaron Whitcomb,,"Allstate Financial Services, LLC Issaquah WA 22525 SE 64th Pl",,,Salesforce
10858668,Inactive Investor,Holly Powell,,Brookstone Capital Management LLC Orlando FL 1800 Pembrook Dr,hpowell@brookstoneadvisor.com,,Salesforce
343024,,Ted Tredennick,"CCO, Vice President, General Counsel","Doliver Advisors, L.p.",ttredennick@doliveradvisors.com,713-917-0022,Manual List Upload
10838331,Inactive Investor,Aaron McKinney,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
11148886,Inactive Investor,Jeremy Wakeland,Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6760 Perimeter Dr",,,Salesforce
120291,,Michael Austin,,"Securities America Advisors, Inc.",michael.austin@securitiesamerica.com,225-768-8080,
10850437,Inactive Investor,David Pickett,Financial Professional,LPL Financial LLC Overland Park KS 14115 Manor Dr,david.pickett@lpl.com,,Salesforce
11150486,Inactive Investor,Attaley Hernandez,,"Empower Financial Services, Inc Pasadena CA 300 N Lake Ave",attaley.hernandez@empower.com,,Salesforce
11154700,Inactive Investor,Jason Tabares,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
11080462,Inactive Investor,Joshua Braunlich,Financial Advisor;Senior Vice President,"Hazlett, Burt & Watson, Inc.",jbraunlich@hazlettburt.com,,Salesforce
10821727,Inactive Investor,Simon Dahan,Financial Advisor,Edward Jones Miami FL 20200 W Dixie Hwy,simon.dahan@edwardjones.com,,Salesforce
10614397,,Matthew Brady,Financial Advisor,,matthew_brady@glic.com,,List Import
11193707,Inactive Investor,Matthew Houser,,Edward Jones Marion IL 2600 Henry St,,,Salesforce
11011776,Inactive Investor,Maureen Eliza Coloma,,PFS Investments Inc. Rancho Cordova CA 10940 White Rock Rd,mcoloma@primerica.com,,Salesforce
337365,,Scott Savage,Investment Advisor Representative,Fortis Group Advisors Llc,jscott.savage@americandreamwm.com,201-383-0630,Manual List Upload
10871127,Inactive Investor,Michael Long,Financial Advisor,Edward Jones Tustin CA 18002 Irvine Blvd,michel.long@edwardjones.com,,Salesforce
11062228,Inactive Investor,Ajay Kajaria,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",ajay.kajaria@ml.com,,Salesforce
11003407,Inactive Investor,Michael Scarponi,,Vanguard Marketing Corporation,,,Salesforce
10927293,Inactive Investor,Ava Masters,,Vanguard Marketing Corporation,ava_masters@vanguard.com,,Salesforce
10879238,Inactive Investor,Lacey Johnson,Senior Vice President;Wealth Advisor,Neuberger Berman BD LLC,lacey.johnson@nb.com,,Salesforce
10949498,Inactive Investor,Colin Fuller,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,colinfuller.team@fidelity.com,,Salesforce
11061246,Inactive Investor,Lori Earley,,Ziv Investment Company Wilmington DE 4420 Limestone Rd,learley@zivinvestment.com,,Salesforce
10855562,Inactive Investor,Alexandra Cali,Advisor;Investment Advisor Representative;Shareholder,"Charter Capital Management, Inc",acali@chartercapital.net,,Salesforce
10823829,Inactive Investor,Dennis Peter,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 1070 High Ridge Rd",dennis.peter@ml.com,,Salesforce
9599065,,Wesley Gallenberger,,,wgallenberger@wipflifinancial.com,,List import
8480616,,Jake Kagele,,NOVA Financial Services,jake@investwithnova.com,,List import
10780088,Inactive Investor,John Henifin,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jhenifin@tiaa-cref.org,,Salesforce
10960511,Inactive Investor,Hayley Byrne,Wealth Management Analyst,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,hayley.byrne@ubs.com,,Salesforce
9562595,,Robert Seipp,,,bseipp@gwnsecurities.com,,List import
11182193,Inactive Investor,Ke'Ziah Mitchell,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
227712,, -,,[Unknown],leo.brandedberlin@gmail.com,,
10839147,Inactive Investor,Matthew Miler,Chief Compliance Officer;Managing Partner;Principal,"McCarthy Grittinger Financial Group, LLC",jmiler@mgfin.com,,Salesforce
10929578,Inactive Investor,Jonathan Kanders,Financial Professional Associate,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",jonathan.kanders@prudential.com,,Salesforce
9642384,,Mark Merritt,,,c2soc@hotmail.com,,List import
10906763,Inactive Investor,Taylor Ashland,,"DFPG Investments, LLC Medford OR 670 Superior Ct",,,Salesforce
11232056,Inactive Investor,Logan Quick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10825739,Inactive Investor,Kenneth Cerruto,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",ken.cerruto@rbc.com,,Salesforce
11229699,Inactive Investor,Mitchell Granger,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",mitchell.granger@nm.com,,Salesforce
11008713,Inactive Investor,Eldis Verdazco,,PFS Investments Inc. Miami FL 9360 SW 72nd St,eldis.verdazco@primerica.com,,Salesforce
11098139,Inactive Investor,Gary Koester,,"Cambridge Investment Research, Inc. Clinton Township MI 39600 Garfield Rd",,,Salesforce
11104715,Inactive Investor,Matt Curry,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",matt.curry@prudential.com,,Salesforce
11161162,Inactive Investor,Lawrence Ennis,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,casey.ennis1@morganstanley.com,,Salesforce
10795727,Inactive Investor,Thomas Keller,Executive Vice President;Managing Member;Owner,Keller Wealth Advisors,tlkeller@kellercpas.com,,Salesforce
11218451,,Wallis Toscarelli,,,wallis.toscarelli@jpmorgan.com,,List Import
10804618,Inactive Investor,Hillel Goldman,Financial Professional,"Equitable Advisors, LLC Pikesville MD 1212 Reisterstown Rd",hillel.goldman@equitable.com,,Salesforce
10989066,Inactive Investor,Jeffrey Carrara,Account Executive,Fisher Investments,,,Salesforce
11059335,Inactive Investor,Glenn Price,,Brookstone Capital Management LLC Brentwood TN 7112 Crossroads Blvd,,,Salesforce
344700,,Craig Woodhead,Associate,Glendower Capital,craig.woodhead@glendowercapital.com,121-265-38400,Manual List Upload
10834590,Inactive Investor,John Verville,,"Cambridge Investment Research, Inc. Clearwater FL 2627 McCormick Dr",,,Salesforce
11110618,Inactive Investor,James Pittman,,"M Holdings Securities, Inc. Portland OR 205 SE Spokane St",,,Salesforce
9560877,,Allen Deleon,,,allen@peakiateam.com,,List import
11231989,Inactive Investor,Chelsey Reynolds,,Fidelity Brokerage Services LLC,,,Salesforce
10846023,Inactive Investor,Kevin Brey,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Center Valley PA 3477 Corporate Pkwy",kevin.brey@tiaa.org,,Salesforce
10766306,Inactive Investor,Teresa Carmi,Financial Advisor,Edward Jones Cary NC Private Residence,teresa.carmi@edwardjones.com,,Salesforce
10866527,Inactive Investor,Mark Mogle,Chief Compliance Officer;Financial Advisor;Financial Planner,"Paller Financial Services, Inc.",mark.mogle@pallerfinancial.com,,Salesforce
10921280,Inactive Investor,James Wheeler,,"Fifth Third Securities, Inc. Lexington KY 3061 Harrodsburg Rd",james.wheeler@53.com,,Salesforce
10938961,Inactive Investor,Jacob Whitehead,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11210044,Inactive Investor,Jeffery Perkins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11093128,Inactive Investor,Madeline Van Hoorickx,Financial Advisor,UBS Financial Services Inc. San Jose CA 355 Santana Row,madeline.vanhoorickx@ubs.com,,Salesforce
11073544,Inactive Investor,Johanna Bathurst,,"Kestra Investment Services, LLC Lutherville Timonium MD 9515 Deereco Rd",,,Salesforce
11173839,Inactive Investor,Lukas Fortino,Financial Advisor,Edward Jones Gilroy CA 8060 Santa Teresa Blvd,lukas.fortino@edwardjones.com,,Salesforce
10858452,Inactive Investor,Trent Santos,,LPL Financial LLC New Berlin WI 2775 S Moorland Rd,trent.santos@lpl.com,,Salesforce
10889925,Inactive Investor,John Nistler,Financial Planner,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",john.nistler@lfg.com,,Salesforce
10876112,Inactive Investor,Robert Ketola,Financial Professional,"Equitable Advisors, LLC Brighton MI 225 E Grand River Ave",robert.ketola@equitable.com,,Salesforce
11194691,Inactive Investor,Penny Andrews,Financial Advisor,Edward Jones Wailuku HI 210 Imi Kala St,,,Salesforce
10815003,Inactive Investor,Olivia Ewing,Financial Advisor,Edward Jones Atlanta GA 3353 Peachtree Rd NE,olivia.young@edwardjones.com,,Salesforce
9566972,,Max Sherwood,,,max@finoa.io,,List import
11092119,Inactive Investor,Christopher Vassallo,Senior Financial Planner;Vice President;Vice President - Client Development,RTD Financial Advisors Inc,cvassallo@rtdfinancial.com,,Salesforce
11180612,Inactive Investor,Susan Packard,,Hunter Associates LLC,packard@hunterassociates.com,,Salesforce
11041199,Inactive Investor,Elaine Moss,Senior Advisor;Vice President,"Vestor Capital, LLC",,,Salesforce
11200490,Inactive Investor,Jeremy Brenn,President;Regulatory Contact;Senior Wealth Advisor,"Sensenig Capital Advisors, Inc.",,,Salesforce
10913947,Inactive Investor,James Caraway,,PFS Investments Inc. Mesquite TX 1675 Republic Pkwy,jcaraway@primerica.com,,Salesforce
11160612,Inactive Investor,Sheryl Postema,,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",sheryl.postema@benjaminfedwards.com,,Salesforce
10900697,Inactive Investor,Raul Blanco,,J.P. Morgan Securities LLC McKinney TX 104 N Custer Rd,raul.blanco@jpmorgan.com,,Salesforce
10772354,Inactive Investor,Bradley Reichenberger,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",bradley.reichenberger@wellsfargoadvisors.com,,Salesforce
9558624,,Michael Cahill,,,mcahill@massmutual.com,,List import
10853782,Inactive Investor,Benjamin Pavlik,Assistant Secretary;Chief Legal Officer;Director;Legal Counsel;Senior Vice President,Johnson Wealth Inc. Milwaukee WI 100 E Wisconsin Ave,bpavlik@johnsonfinancialgroup.com,,Salesforce
11104032,Inactive Investor,Edward Mullen,Consulting Group Analyst;Financial Planning Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,west.mullen@morganstanley.com,,Salesforce
11083868,Inactive Investor,Lyndell Fross,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",lyndell_fross@ml.com,,Salesforce
11103429,Inactive Investor,Judd Lohmann,Senior Wealth Advisor,"Carlson Capital Management, LLC",judd.lohmann@carlsoncap.com,,Salesforce
10800727,Inactive Investor,Stewart Henderson,Co-Founder;Principal,Tailwind Advisors,sh@tailwindadvisors.com,,Salesforce
9566587,,Jeffrey Davis,,,jdavis@e-winslow.com,,List import
9542997,,Stephanie Mills,,,smills@seia.com,,List import
8480944,,David Fiorita,,Macquarie,david.fiorita@macquarie.com,(215) 900-2450,List Import
11161732,Inactive Investor,Cesar Canizalez,Financial Advisor;Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",ccanizalez@financialguide.com,,Salesforce
10752656,Inactive Investor,Edward Gallie,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",edward.gallie@wellsfargoadvisors.com,,Salesforce
11148760,Inactive Investor,Yecheng Xu,,Santander Securities LLC New York NY 222 Broadway,yecheng.xu@santander.us,,Salesforce
10764236,Inactive Investor,James Kohlhepp,,"Cadaret, Grant & Co., Inc. Saucier MS Private Residence",jkohlhepp@cadaretgrant.com,,Salesforce
11202673,Inactive Investor,Tonnianne Muller,,"Wells Fargo Clearing Services, LLC Lanoka Harbor NJ 338 US Hwy 9",tonianne.muller@wellsfargo.com,,Salesforce
10809812,Inactive Investor,Robert Disiena,Vice President - Wealth Management,UBS Financial Services Inc. Amawalk NY Private Residence,robert.disiena@ubs.com,,Salesforce
10930174,Inactive Investor,William Leo,,"Allstate Financial Services, LLC Cornelia GA 186 Cornelia Crossing Shopping Ctr",williamleo@allstate.com,,Salesforce
10488023,,Ryan Hammer,,"Osaic Wealth, Inc.",rhammer12@yahoo.com,,List Import
9572321,,Mark Sproule,,,mark.sproule@surveyor-capital.com,,List import
10839211,Inactive Investor,Juelmarie Morgan,Financial Planner,"Osaic Wealth, Inc. Visalia CA 218 N West St",juelmarie@osaicwealth.com,,Salesforce
10913321,Inactive Investor,Dennis Lipoff,,"Ausdal Financial Partners, Inc. Buffalo Grove IL Private Residence",dennislipoff@afpadvisor.com,,Salesforce
348489,,Kevin Wodicka,Vice President Of Sw7 Partners Gp Llc,"Eightfold Real Estate Capital, L.p.",kwodicka@eightfoldcapital.com,305-503-4050,Manual List Upload
10879811,Inactive Investor,Antonio Del Castillo,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,antonio.delcastillo@fidelity.com,,Salesforce
11063031,Inactive Investor,Samuel Hanger,Wealth Management Advisor,"Archford Capital Strategies, LLC",s.hanger@archfordcapital.com,,Salesforce
11031654,Inactive Investor,Kent Banner,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Blackfoot ID 220 N Meridian St",kent.banner@tfaconnect.com,,Salesforce
11143580,Inactive Investor,Robert George,Financial Advisor,Edward Jones Centralia MO 1399 E Hwy 22,steve.george@edwardjones.com,,Salesforce
10912544,Inactive Investor,Tyler Waugh,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10974157,Inactive Investor,Timothy Getchel,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,timothy.getchel@primerica.com,,Salesforce
11036647,Inactive Investor,Ruben Sanchez,,J.P. Morgan Securities LLC Carson CA 104 E Sepulveda Blvd,ruben.sanchez@jpmorgan.com,,Salesforce
11254373,Inactive Investor,Josephine Peterson,,The Huntington Investment Company Columbus OH 1600 Bethel Rd,josephine.peterson@huntington.com,,Salesforce
10969340,Inactive Investor,Nicole Van Alstine,,Joseph Stone Capital L.L.C.,,,Salesforce
8268789,,Timmy Gecer,,,timmygecer@gmail.com,,Web form fillout
10616057,,Michael Rubin,,,michael.rubin@prudential.com,,List Import
10875170,Inactive Investor,Benjamin Valdes,Financial Advisor,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,benjamin.valdes@ubs.com,,Salesforce
11154644,Inactive Investor,Charlotte Potts,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
10783497,Inactive Investor,Christopher Reiser,,Cetera Financial Specialists LLC Oak Brook IL 1010 Jorie Blvd,christopher.reiser@ceterafs.com,,Salesforce
10886954,Inactive Investor,Mary O'Reilly,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,mary.oreilly@jpmorgan.com,,Salesforce
11056551,Inactive Investor,Mark Chapline,Financial Advisor,Morgan Stanley Denver CO 1550 Market St,mark.chapline@morganstanley.com,,Salesforce
176642,,Charles Dixon,Director,[Unknown],charles.dixon@mountstonepartners.com, +44 (0) 203 617 9162,Database Upload
11126290,Inactive Investor,Jennifer Mancini,,"Raymond James & Associates, Inc.",,,Salesforce
10941188,Inactive Investor,Sean Hessler,,Vanguard Marketing Corporation,sean_hessler@vanguard.com,,Salesforce
11185018,Inactive Investor,Michael Evans,,"Signature Estate Securities, Inc. Newport Beach CA 610 Newport Center Dr",,,Salesforce
10997231,Inactive Investor,Richa Sadana,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,rsadana01@ft.newyorklife.com,,Salesforce
10984194,Inactive Investor,Daniel Hilber,,Morgan Stanley Columbus OH 4343 Easton Cmns,daniel.hilber@morganstanley.com,,Salesforce
11115557,Inactive Investor,Ariel Croitoru,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",ariel.croitoru@ml.com,,Salesforce
10919512,Inactive Investor,William Looney,,"Raymond James Financial Services, Inc. Edmond OK 17316 N May Ave",william.looney@raymondjames.com,,Salesforce
226907,, -,,[[Unknown]],sandrahector@gmail.com,,
9642796,,Michael Caruso,,,michaelbcaruso@gmail.com,,List import
41737,,Soumitra Banerjee,Financial Professional,"Voya Financial Advisors, Inc.",ron.banerjee@voyafa.com,814-689-3637,
11192735,Inactive Investor,John Wohlgemuth,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",john.wohlgemuth@wellsfargoadvisors.com,,Salesforce
10847686,Inactive Investor,Kenneth Bell,Financial Advisor,Edward Jones Lewisville NC 112 Lowes Foods Dr,judson.bell@edwardjones.com,,Salesforce
10811465,Inactive Investor,Heywood Turner,,"Cambridge Investment Research, Inc. Tampa FL 6820 W Linebaugh Ave",,,Salesforce
11035958,Inactive Investor,Gregg Maleri,Financial Advisor,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",gregg.maleri@ampf.com,,Salesforce
11071642,Inactive Investor,Michael Frieda,,"Private Client Services, LLC New York NY 450 Fashion Ave",mfrieda@kfg.com,,Salesforce
10867935,Inactive Investor,Josh Kistler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,joshua.kistler@fmr.com,,Salesforce
9642489,,Archit Agarwal,,,shrey.ucluhsoc@gmail.com,,List import
10771294,Inactive Investor,Dustin Williams,Financial Advisor,Edward Jones Edmond OK 16412 Muirfield Pl,dustin.williams@edwardjones.com,,Salesforce
10913444,Inactive Investor,Rachel Lynch,Senior Team Manager,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",rachel.luecht@schwab.com,,Salesforce
10872712,Inactive Investor,Jessica Vets,Financial Advisor,Edward Jones Seattle WA 150 Nickerson St,jessica.vets@edwardjones.com,,Salesforce
9544393,,Stephen Fitzpatrick,,,stephen.fitzpatrick@smhgroup.com,,List import
228878,,Sue -,,Sue [[Unknown]],docchester@protonmail.com,,
10758689,Inactive Investor,Joseph Gil,Director - Alternative Investments;Executive Director;Lending Specialist;Wealth Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,joseph.gil@morganstanley.com,,Salesforce
11057355,Inactive Investor,Kenneth Debutts,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11044201,Inactive Investor,Stuart Friberg,,"Harbour Investments, Inc. Menomonee Falls WI N88W16624 Appleton Ave",,,Salesforce
10957667,Inactive Investor,Joseph Voellm,Financial Advisor,Prosperity Capital Advisors Avon OH 36610 Detroit Rd,,,Salesforce
11081565,Inactive Investor,Jonathan Greenwich,,"Osaic Wealth, Inc. Arlington VA 4250 Fairfax Dr",jgreenwich@royalallianceadvisors.com,,Salesforce
9559730,,Khusna Amalah,,,mamala1997@gmail.com,,List import
10830807,Inactive Investor,Justin Mckillip,Member;Senior Analyst,"Pacific Ridge Capital Partners, LLC",,,Salesforce
10834845,Inactive Investor,Ron Becnel,Financial Advisor,Edward Jones Paulina LA 3269 La 3125,ron.becnel@edwardjones.com,,Salesforce
10871360,Inactive Investor,Mark Spinosa,,"VALIC Financial Advisors, Inc. Richmond KY Private Residence",mark.spinosa@valic.com,,Salesforce
10888338,Inactive Investor,Brittany Forsa,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,brittany.cooley@fmr.com,,Salesforce
11038485,Inactive Investor,Christopher Burnes,Agent,"Horace Mann Investors, Inc. Duxbury MA Private Residence",chris.burnes@horacemann.com,,Salesforce
10955049,Inactive Investor,John Scalamandre,,J.P. Morgan Securities LLC,,,Salesforce
10852686,Inactive Investor,Krystal Rodriguez Rosa,Senior Client Service Associate,Morgan Stanley Dallas TX 2121 N Pearl St,,,Salesforce
11174736,Inactive Investor,Brody Northcott,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9541538,,Raju Mukund,,,raju.mukund@gmail.com,,List import
9555932,,Otar Shavelashvili,,,otarshavelashvili@gmail.com,,List import
10770111,Inactive Investor,Christopher Aruffo,,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",,,Salesforce
11008694,Inactive Investor,James Lovuolo,,"Wells Fargo Clearing Services, LLC Augusta GA 101 S Belair Rd",,,Salesforce
11140602,Inactive Investor,John Spillane,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,john.spillane@ubs.com,,Salesforce
5534929,,Eduardo Serrano,,,jesseserrano53@gmail.com,,Web Form Fillout
11204691,Inactive Investor,Andrew Wilson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",arwilson@bofa.com,,Salesforce
9612975,,Sue Delgado,,,sue.delgado@nuveen.com,,List import
11138072,Inactive Investor,John Halliday,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",john.halliday@ml.com,,Salesforce
9640612,,Antonis T.,,,antonis.trantas@gmail.com,,List import
373087,,Bradley Guhl,,[Unknown],bog724@yahoo.com,,source
10658421,,Martha Wiarda,,,martha.i.reyes@chase.com,,List Import
9585151,,Linda Laprade,,,llaprade@lafayetteinvestments.com,,List import
10786592,Inactive Investor,Jennifer Sims,,Fidelity Brokerage Services LLC Houston TX 6560 Fannin St,jennifer.sims@fidelity.com,,Salesforce
11231475,Inactive Investor,Jonathan Rafferty,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
237922,, -,,[[Unknown]],travel.in.cosmos@outlook.com,,
342878,,Robert Gutterman,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",rgutterman@chadlersolutions.com,732-595-2200,Manual List Upload
9611027,,Martin Kong,,,martin.kongming@gmail.com,,List import
123048,,Keith Cardoza,Chief Investment Officer,"Brownson, Rehmus & Foxworth, Inc.",kcardoza@brfinc.com,3123460496,Manual List Upload
10971079,Inactive Investor,Levi Fetterhoff,,Edward Jones Glenwood Springs CO 902 Colorado Ave,,,Salesforce
10794157,Inactive Investor,Leonard Declue,,PFS Investments Inc. Saint Charles MO 2850 W Clay St,leonard.declue@primerica.com,,Salesforce
6052737,,Alice M Johnson,,,dixewam836@cnxcoin.com,,Web Form Fillout
11254546,Inactive Investor,John Wimbley,,"Farmers Financial Solutions, LLC Saint Paul MN 700 Commerce Dr",jwimbley@farmersagent.com,,Salesforce
11206833,Inactive Investor,Nicole Mccourt,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,nmccourt@ft.newyorklife.com,,Salesforce
10885787,Inactive Investor,Stephen Locker,,LPL Financial LLC Fort Mill SC 360 Kingsley Park Dr,s.locker@lpl.com,,Salesforce
9581243,,Kyle Prall,,,prall26@yahoo.com,,List import
10810713,Inactive Investor,Elizabeth Smith,Member,Smith & Wyatt Bryan TX 1716 Briarcrest Dr,elizabeth@smithwyatt.com,,Salesforce
11071301,Inactive Investor,Charles McLean,,Sigma Financial Corporation McKinney TX 3900 S Stonebridge Dr,,,Salesforce
10801128,Inactive Investor,Lance Lohr,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",lance_lohr@ml.com,,Salesforce
10893304,Inactive Investor,William Huddleston,,NYLIFE Securities LLC Texarkana AR 300 N State Line Ave,wehuddleston@ft.newyorklife.com,,Salesforce
10836001,Inactive Investor,Janna Birkner,Business Development Associate;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,janna.r.birkner@morganstanley.com,,Salesforce
11128209,Inactive Investor,Maria Soto,Portfolio Associate,Morgan Stanley New York NY 101 Park Ave,maria.soto@morganstanley.com,,Salesforce
10791263,Inactive Investor,John Christiansen,,"Wells Fargo Clearing Services, LLC Richmond VA 10831 Midlothian Tpke",john.christiansen@wfadvisors.com,,Salesforce
11146058,Inactive Investor,Lea Nunley,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;President,United Professionals Assoc. Ltd.,lnunley@upal.com,,Salesforce
11033626,Inactive Investor,Christopher Bush,Regional Vice President,PFS Investments Inc. Cincinnati OH 4030 Smith Rd,,,Salesforce
11072935,Inactive Investor,Dana Christofferson,,"Northwestern Mutual Investment Services, LLC Groton NY 2 Van Ostrand Rd",dana.christofferson@nm.com,,Salesforce
10940919,Inactive Investor,Heather Powers,,"The Leaders Group, Inc.",,,Salesforce
10901493,Inactive Investor,Sharon Lolk,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",sharon.lolk@tiaa.org,,Salesforce
11231889,Inactive Investor,Benjamin Valentine,,The Huntington Investment Company Springfield OH 2962 Derr Rd,benjamin.valentine@huntington.com,,Salesforce
10983734,Inactive Investor,Ryan Ruba,Financial Advisor,LPL Financial LLC Ludington MI 325 S Brye Rd,ryan.ruba@lpl.com,,Salesforce
10867355,Inactive Investor,Nicholas Mickle,,"Wells Fargo Clearing Services, LLC",nicholas.mickle@wellsfargoadvisors.com,,Salesforce
10658780,,Daniel Peluse,,,dpeluse@wintrustwealth.com,,List Import
10868143,Inactive Investor,Jeffery Grecu,Investment Advisor Representative,"Good Life Advisors, LLC Lisle IL 1011 Warrenville Rd",jeffery.grecu@goodlifefa.com,,Salesforce
11128342,Inactive Investor,Brian Barclay,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
9561159,,Daniel Larsen,,,daniel.larsen@suntrust.com,,List import
9573581,,Spencer Payne,,,spayne@aurelius-capital.com,,List import
10870186,Inactive Investor,Michael McCamy,,LPL Financial LLC Clifton Park NY 5 Southside Dr,michael.mccamy@lpl.com,,Salesforce
11043588,Inactive Investor,Olivia Broussard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",olivia.broussard@ml.com,,Salesforce
11081044,Inactive Investor,Eric Wasmuth,First Vice President;Retirement Benefits Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",scott_wasmuth@ml.com,,Salesforce
10963256,Inactive Investor,Michele Gonsalves Caralhal,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,mgonsalves-caralhal@primerica.com,,Salesforce
213173,,Terry Gomoll,Investment Executive,"Fifth Third Securities, Inc.",terry.gomoll@53.com,419-885-6544,
10904245,Inactive Investor,Ryan Nielsen,Associate Wealth Advisor,Private Wealth Asset Management Elkhorn NE 1901 Howard St,ryann@privatewealth.com,,Salesforce
232139,, -,,[Unknown],ricki@korsholm.net,,
11026956,Inactive Investor,Jonathan Carroll,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
11010890,Inactive Investor,Helen Leon,,PFS Investments Inc. Lombard IL 555 Waters Edge,,,Salesforce
11059120,Inactive Investor,Daniel Shapiro,,"SF Investments, Inc.",,,Salesforce
7070570,,Christina Smith,,,serex91183@orgria.com,,Web Form Fillout
10780444,Inactive Investor,Angela Milan,Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,angela.milan@morganstanley.com,,Salesforce
10906419,Inactive Investor,Meredith Webber,,"Raymond James Financial Services, Inc. Cobleskill NY 125 Granite Dr",meredith.webber@raymondjames.com,,Salesforce
10908143,Inactive Investor,Crystal Mceachern,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10805516,Inactive Investor,Jason Fial,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
11121139,Inactive Investor,Arthur Laine,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Peoria IL 5832 N Knoxville Ave",cliff.laine@benjaminfedwards.com,,Salesforce
10776641,Inactive Investor,Thomas Nelson,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",thomas_nelson@ml.com,,Salesforce
10858178,Inactive Investor,Steve Stevens,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11033235,Inactive Investor,Patrick Graber,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11263722,,[Unknown],,,photographer@visuallyattractive.com,,Web Form Fillout
10754793,Inactive Investor,David Schluer,,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",david.schluer@equitable.com,,Salesforce
11153536,Inactive Investor,Jaysa Carnal,Client Advisor Assistant,Arvest Wealth Management Mountain Home AR 2619 Hwy 62 E,jcarnal@arvest.com,,Salesforce
10872619,Inactive Investor,Joshua London,,State Farm VP Management Corp. Leland NC 1112 E Cutlar Crossing,,,Salesforce
10860064,Inactive Investor,Karen Van Horn,,"J. Alden Associates, Inc.",kvan-horn@j-alden.com,,Salesforce
10823468,Inactive Investor,Brian Lauria,,"Empower Financial Services, Inc Thompsons Station TN Private Residence",brian.lauria@empower.com,,Salesforce
349039,,James Mulvey,Member Of Llc,Markston International Llc,jmulvey@markston.com,914-761-4700,Manual List Upload
370709,,LaRone Mack,,United States,ronniemacketc@gmail.com,,Salesforce
11203462,Inactive Investor,Benjamin Foor,Chief Compliance Officer;Partner;Tax Advisor,"Frazier Financial Advisors, LLC",bfoor@frazierfinancial.com,,Salesforce
11201203,Inactive Investor,Steven Harpham,Lead Advisor,"Range Financial Group, LLC",steve@rangefinancial.com,,Salesforce
11192200,Inactive Investor,David Overeem,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,,,Salesforce
11170166,Inactive Investor,Douglas Adams,,Citigroup Global Markets Inc.,douglas.adams@citi.com,,Salesforce
10611858,,Steven Lazarus,"Financial Advisor, Portfolio Manager, Senior Vice President, Workplace Advisor - Equity Compensation",,steven.lazarus@morganstanley.com,,List Import
344095,,Reiko Thorne,,Mgg Investment Group Lp,rthorne@mgginv.com,212-356-6100,Manual List Upload
10836528,Inactive Investor,Eve Stairs,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville FL 2850 NW 43rd St",eve.p.stairs@ml.com,,Salesforce
10945974,Inactive Investor,Jeffrey Axford,,J.P. Morgan Securities LLC New York NY 204 W 4th St,jeffrey.s.axford@jpmorgan.com,,Salesforce
217179,,Dori Daknis,CFP,[Unknown],ddaknis@gmail.com,,Event
10788787,Inactive Investor,Jennifer Scott,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10975162,Inactive Investor,Daniel Marini,,LPL Financial LLC Westfield MA 141 Elm St,daniel.marini@lpl.com,,Salesforce
10828816,Inactive Investor,David Coult,,Commonwealth Financial Network Macungie PA 330 E Main St,dcoult@commonwealth.com,,Salesforce
10884894,Inactive Investor,Evan Bisson,,"FBL Marketing Services, LLC Tekamah NE 1316 L St",evan.bisson@fbfs.com,,Salesforce
10896310,Inactive Investor,Andrew Watts,,"Avantax Investment Services, Inc.",andrew.watts@avantax.com,,Salesforce
9543775,,Bruce Bird,,,bruce.bird@transamerica.com,,List import
9582561,,Gregory Mattingly,,,gmattingly@prestonwealthadvisors.com,,List import
11035312,Inactive Investor,Shawn Quella,Financial Advisor,LPL Financial LLC Appleton WI W6110 Aerotech Dr,shawn.quella@lpl.com,,Salesforce
10815229,Inactive Investor,Samuel DiFiore,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Norwell MA 80 Washington St",matt.difiore@rbc.com,,Salesforce
10792126,Inactive Investor,Patrick Johnson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sheridan WY 51 Coffeen Ave",patrick.f.johnson@stifel.com,,Salesforce
10978859,Inactive Investor,Paul Karshner,Financial Advisor,Financial Enhancement Group San Rafael CA Private Residence,pkarshner@yourlifeafterwork.com,,Salesforce
10982417,Inactive Investor,Tyler Diver,,"Cambridge Investment Research, Inc. Omaha NE 14010 Fnb Pkwy",,,Salesforce
9588306,,Jacqueline Karnavas,,,jackie@torreycapitalinvestments.com,,List import
11177661,Inactive Investor,Nicholas Gesell,First Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
10873323,Inactive Investor,Kurt Ehmann,Financial Advisor;Partner,CLG LLC,kurt@clgwm.com,,Salesforce
10790106,Inactive Investor,Brian Griffin,Financial Advisor;Senior Portfolio Manager;Vice President,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",brian.griffin@rbc.com,,Salesforce
10837772,Inactive Investor,Michael Greiner,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocala FL 301 SE 17th St",michael_greiner@ml.com,,Salesforce
9567028,,Kevin O'Laughlin,,,kevin@cahillfa.com,,List Import
11154156,Inactive Investor,David Sloper,Financial Planner,"Osaic FA, Inc. Ellicott City MD Private Residence",dave.sloper@lfg.com,,Salesforce
10973187,Inactive Investor,Joshua Carbajal,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11207424,Inactive Investor,Benjamin Kaplan,Financial Advisor,Forthright Capital Advisory Kapolei HI Private Residence,,,Salesforce
11219054,,Michelle Baran,,,michelle.baran@troweprice.com,,Other
9613766,,Anh Le,,,ale@crcm.com,,List import
11073162,Inactive Investor,Carlota Venegas,Investment Advisor,Clifford Swan Investment Counselors,cvenegas@cliffordswan.com,,Salesforce
11193260,Inactive Investor,Kirkton Eubanks,,PFS Investments Inc. Snellville GA 2140 McGee Rd,keubanks.gcc79@primerica.com,,Salesforce
10942714,Inactive Investor,Zachary Gildenberg,Investment Advisor Representative,GWN Securities Inc. Bordentown NJ 1028 US Hwy 206,zgildenberg@gwnsecurities.com,,Salesforce
9564363,,Marybeth Castay,,,marybeth.castay@whitneybank.com,,List import
11001079,Inactive Investor,Nancy Eisenmayer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11109686,Inactive Investor,Pamela Basso,Financial Advisor,"Pruco Securities, LLC. Rockport MA 23 Whistlestop Mall",pam.basso@prudential.com,,Salesforce
11180015,Inactive Investor,Andrew Vitella,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,andrew.vitella.sslb@statefarm.com,,Salesforce
9613588,,Faisal Aftab,,,faisal.aftab@gmail.com,,List import
10870399,Inactive Investor,Alicia Hansen,Shareholder,"Vantage Point Investments, Inc.",,,Salesforce
11026864,Inactive Investor,Ho Tsui,,Neuberger Berman BD LLC San Francisco CA 655 Montgomery St,ho.tsui@nb.com,,Salesforce
352043,,Irene Mann,Retail Manager,"River Street Advisors, Llc",imann@oldsecond.com,630-906-5501,Manual List Upload
9575765,,Alicia Gonzalez,,,alicia.gonzalez@frostbank.com,,List import
11232564,Inactive Investor,Charles Fox,,"Horace Mann Investors, Inc.",,,Salesforce
11070901,Inactive Investor,Joseph Hosler,Chief Compliance Officer;Managing Member;Managing Principal,Auour Investments LLC,jhosler@auour.com,,Salesforce
371521,,Andrew Schwaderer,,[Unknown],schwaderer@gmail.com,,Salesforce
9613203,,Allen Hinkelman,,,ahinkelman@williamblair.com,,List import
10604371,,William Ebhardt,Financial Planner,"Pruco Securities, LLC.",william.ebhardt@prudential.com,7032455014,List Import
11174650,Inactive Investor,Bonnie Flood,Client Service Associate,Wintrust Investments LLC,bflood@wintrustwealth.com,,Salesforce
11134470,Inactive Investor,Chloe Banyots,,"Northwestern Mutual Investment Services, LLC Westlake OH 159 Crocker Park Blvd",chloe.dibbin@nm.com,,Salesforce
10935716,Inactive Investor,Andrew Moore,Financial Advisor,LPL Financial LLC Loveland CO 504 Garfield Ave,andrew.moore@lpl.com,,Salesforce
11146097,Inactive Investor,John Matune,Chief Compliance Officer;Managing Member;Principal,Matune Basile Advisors,john@matunebasile.com,,Salesforce
10994326,Inactive Investor,Chase Pavese,,Vanguard Marketing Corporation,chase_pavese@vanguard.com,,Salesforce
11112064,Inactive Investor,Crawford Long,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,crawford.w.long@morganstanley.com,,Salesforce
11201163,Inactive Investor,Brian Ulch,Chief Investment Officer;Managing Member;Portfolio Manager;President,"Aventail Wealth Management, LLC",brianulch@aventailwm.com,,Salesforce
11259978,Inactive Investor,David Findley,,J.P. Morgan Securities LLC Wesley Chapel FL 1747 Bruce B Downs Blvd,,,Salesforce
212859,,Dylan Klein,Junior Investment Analyst,"First Long Island Investors, Llc",dylan@fliinvestors.com,516-935-1200,Manual List Upload
10898873,Inactive Investor,Loren Deshon,Investment Advisor Representative,Northwest Asset Management Friday Harbor WA Private Residence,loren@nwasset.com,,Salesforce
11056333,Inactive Investor,Janet Zale,,LPL Financial LLC Nashua NH 39 Simon St,janet.zale@lpl.com,,Salesforce
237403,, -,,[[Unknown]],armourchang@yahoo.com.tw,,
11000585,Inactive Investor,Tucker Aglio,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
9627556,,Sol de la fuente,,,solastriddelafuente@yahoo.es,,List import
9607916,,Jonte Hannigan,,,jonteh1@hotmail.com,,List import
9646228,,Alessandro Perillo,,,alessandroperillo1@gmail.com,,List import
10754081,Inactive Investor,Natella Zabarskiy,Client Service Associate;Senior Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,natella.zabarskiy@ubs.com,,Salesforce
10848323,Inactive Investor,Jay Glassman,Chief Compliance Officer;President,Glassman Wealth Management LLC,,,Salesforce
11144146,Inactive Investor,Mitchell Sehi,Financial Advisor,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",msehi@financialguide.com,,Salesforce
188201,,Larry White,,[Unknown],yonju3@gmail.com,,
10922999,Inactive Investor,Brett Akers,Director - Investments,"FSA Investment Group, LLC",bakers@fsa-ig.com,,Salesforce
10916602,Inactive Investor,Elizabeth Munoz,,Hilltop Securities Inc.,elizabeth.munoz@hilltopsecurities.com,,Salesforce
10767624,Inactive Investor,Kevin Mcveigh,Financial Advisor;Managing Director;Partner;Senior Investment Advisor,Exchange Capital Management Inc Ann Arbor MI 303 Detroit St,kmcveigh@exchangecapital.com,,Salesforce
11073504,Inactive Investor,Kenneth Baer,,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,kenneth.baer@morganstanley.com,,Salesforce
9569584,,Matthew Aversa,,,matthew.aversa@lfg.com,,List import
11005063,Inactive Investor,Matthew Miceli,Financial Advisor,Edward Jones Elmhurst IL 112 S York St,matthew.miceli@edwardjones.com,,Salesforce
11196222,Inactive Investor,Jeffrey Bramlett,Paraplanner,"Osaic Wealth, Inc. Atlanta GA 1633 Mount Vernon Rd",,,Salesforce
11080496,Inactive Investor,Gabriela Javier,Senior Financial Associate,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,gabriela.javier@opco.com,,Salesforce
9600894,,Casey Hazen,,,chazen@horizoninvestments.com,,List import
9631398,,Robert Bixon,,,rbixon@gmail.com,,List import
9553519,,Barry Croteau,,,barry.croteau@53.com,,List import
10612957,,William Calvert,Financial Advisor,,william.calvert@lpl.com,,List Import
9610769,,Bart Schoovaerts,,,bart.schoovaerts@gmail.com,,List import
11180926,Inactive Investor,Julianne Okim,Associate,"Raymond James & Associates, Inc.",julianne.okim@raymondjames.com,,Salesforce
11011866,Inactive Investor,Catherine Olson,Senior Client Service Associate,Morgan Stanley Rochester MN 14 2nd St SW,catherine.v.olson@morganstanley.com,,Salesforce
6890249,,GOKO MA,,,yopita7866@youke1.com,,Web Form Fillout
11023358,Inactive Investor,Lauren Reidinger,,"Securian Financial Services, Inc.",,,Salesforce
10768670,Inactive Investor,Collin Bell,,Goldman Sachs & Co.,collin.bell@gs.com,,Salesforce
10755875,Inactive Investor,Michael Kahn,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",,,Salesforce
10763565,Inactive Investor,Thomas Biermann,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",tom.biermann@raymondjames.com,,Salesforce
10811156,Inactive Investor,Charles Prince,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,charles.prince@primerica.com,,Salesforce
10814743,Inactive Investor,Jennifer Burris,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10804035,Inactive Investor,Mark Rebillot,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,mark.rebillot@ubs.com,,Salesforce
217252,,Immanuel Rahardja,,[Unknown],kokoiman@yahoo.com,,Organic Search
11058356,Inactive Investor,David Kensinger,,"M&T Securities, Inc. Buffalo NY 285 Delaware Ave",,,Salesforce
9627721,,Rasheed Murdaugh,,,rasheedmurdaugh727@outlook.com,,List import
10772151,Inactive Investor,Bruce Henderson,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,bruce.henderson@morganstanley.com,,Salesforce
11083239,Inactive Investor,Douglas Gow,,"Dempsey Lord Smith, LLC Roswell GA Private Residence",doug.gow@dempseyi.com,,Salesforce
11209235,Inactive Investor,Rodney Caudillo,Financial Advisor,Wedbush Securities Inc. Chula Vista CA Private Residence,rodney.caudillo@wedbush.com,,Salesforce
146486,,Katsuhiro Kawahara,,[Unknown],coindesk@kawaty.com,,Event
11168156,Inactive Investor,Dorothy Hartnett,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",dorothy_hartnett@ml.com,,Salesforce
10765099,Inactive Investor,Bonnie Mayne,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",bonnie_mayne@ml.com,,Salesforce
10487302,,Hugh Stephenson,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,hugh.stephenson@ubs.com,,List Import
10855441,Inactive Investor,Arturo Lumpkin,Chief Compliance Officer;Chief Executive Officer,"Tar River Wealth Planning, LLC",,,Salesforce
10894965,Inactive Investor,Amy Nowak,,"Ameritas Investment Company, LLC Boca Raton FL 1877 S Federal Hwy",anowak@ameritas.com,,Salesforce
10774253,Inactive Investor,Joseph Carter,Managing Director;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",joseph_carter@ml.com,,Salesforce
9599390,,Herman Rhode,,,hrhode10@gmail.com,,List import
11237070,Inactive Investor,Bryan Nicolaysen,Investment Advisor Representative,Redwood Private Wealth Highland NY 158 Vineyard Ave,,,Salesforce
11222588,,Ryan Dixon,,,rdixon@commonwealth.com,,List Import
10908876,Inactive Investor,Ross Jennings,,"CreativeOne Securities, LLC West Des Moines IA 950 Office Park Rd",,,Salesforce
11146615,Inactive Investor,Jenna Sarno,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,jenna.sarno@morganstanley.com,,Salesforce
9630932,,Imad Atshan,,,imad.atshan@gmail.com,,List import
200951,,Scott Leyden,,ETQ,scott0037@yahoo.com,6035087243,Organic Search
103861,,Kaleb Lape,,Twin Fig Strategic,kaleb.lape@gmail.com,5019440403,
10921635,Inactive Investor,Anthony Rouzzo,Chief Compliance Officer;Chief Investment Officer;Principal,Aristo Advisors LLC,,,Salesforce
10954914,Inactive Investor,William Winn,Chief Compliance Officer;Managing Member,Fiducial Partners LLC,,,Salesforce
9586049,,Penny Crowell,,,pcrowell@massmutual.com,,List import
10903082,Inactive Investor,John Hall,,"Truist Investment Services, Inc. Lakeland FL 114 N Tennessee Ave",,,Salesforce
10913225,Inactive Investor,Minu Shrestha,,J.P. Morgan Securities LLC Berkeley CA 2352 Shattuck Ave,minu.shrestha@jpmorgan.com,,Salesforce
11011111,Inactive Investor,Juan Colom Brana,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",juan.colom-brana@prudential.com,,Salesforce
10960824,Inactive Investor,Drake Barnes,Financial Advisor,"Ameriprise Financial Services, LLC McAllen TX 3008 N McColl Rd",drake.barnes@ampf.com,,Salesforce
10397046,,VUPAL RAY,,,vupal.02503@gmail.com,,Web Form Fillout
9605987,,Carmine Sarno,,,csarno415@gmail.com,,List import
11193833,Inactive Investor,Joseph Green,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",joseph.m.green@ml.com,,Salesforce
348049,,Tim Hawkins,Founder,Hawkins Wealth Management,timh@hawkinswealth.com,319-626-3580,Manual List Upload
11069839,Inactive Investor,Duncan Paul,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,duncan.paul@fmr.com,,Salesforce
11201448,Inactive Investor,Jordan Klunder,Analyst,Morgan Stanley Troy MI 101 W Big Beaver Rd,jordan.klunder@morganstanley.com,,Salesforce
10612121,,George Getz,"Director - Alternative Investments, Executive Director, Financial Advisor, Senior Vice President",,george.getz@morganstanley.com,,List Import
351611,,Ferhat Guven,Director,Rubenstein Partners,fguven@rubensteinpartners.com,215-563-3558,Manual List Upload
11004800,Inactive Investor,Katherine Kosior-Pajazetovic,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
226646,, -,,[[Unknown]],jvbrumfield@hotmail.com,,Initial Salesforce Import
9546108,,David Cook,,,david.cook@purefinancial.com,,List import
10900639,Inactive Investor,Patrick O'Quin,,LPL Financial LLC Alexandria LA 128 Versailles Blvd,patrick.oquin@lpl.com,,Salesforce
11083482,Inactive Investor,Ashwin Mohan,,"Northwestern Mutual Investment Services, LLC Coeur D Alene ID 2065 W Riverstone Dr",ashwin.j.mohan@nm.com,,Salesforce
9625454,,Kathy Luckenbach,,,kathyluckenbach59@gmail.com,,List import
11039805,Inactive Investor,Beatrice Dufort,Financial Advisor,"Wells Fargo Clearing Services, LLC Brookhaven PA 3611 Edgmont Ave",beatrice.dufort@wellsfargoadvisors.com,,Salesforce
9640558,,Greg Irlbeck,,,gregi@dpfp.org,,List import
10618775,,Brent Batts,,,brent@kinneyam.com,,List Import
9626951,,Cal Mitchell,,,cal@ccmcommercial.com,,List import
10760076,Inactive Investor,William Meagher,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",william_r_meagher@ml.com,,Salesforce
127608,,Bradley Sharp,,Adviser Investments,bsharp@adviserinvestments.com,(800) 445-9448,
341695,,Thomas Hall,,Trustee,tomhall@me.com,2063692504,Organic Search
11175067,Inactive Investor,James Pittel,Financial Planning Specialist;First Vice President;Wealth Advisor,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,james.pittel@morganstanley.com,,Salesforce
10787808,Inactive Investor,Kenneth Lerner,,Fidelity Brokerage Services LLC,,,Salesforce
10923715,Inactive Investor,Raffi Moroukian,Financial Planner,LPL Financial LLC Albany NY 5 Computer Dr W,raffi.moroukian@lpl.com,,Salesforce
11218914,,Rebecca Moore,,,rebecca.moore@claconnect.com,,Other
10795212,Inactive Investor,Tara Jakubik,Senior Client Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,tara.jakubik@morganstanley.com,,Salesforce
10612569,,Najala Langlois,Financial Advisor,,najala.langlois@ampf.com,,List Import
10889174,Inactive Investor,Allen Iskandaryan,,J.P. Morgan Securities LLC Beverly Hills CA 9245 Wilshire Blvd,allen.iskandaryan@jpmorgan.com,,Salesforce
10979965,Inactive Investor,Gesualdo Anselmo,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,ganselmo@ft.newyorklife.com,,Salesforce
11178235,Inactive Investor,Sean Rovai,,"Farmers Financial Solutions, LLC Aptos CA 6990 Soquel Dr",srovai@farmersagent.com,,Salesforce
10795460,Inactive Investor,Vestana Ahlen,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",vestana.ahlen@ampf.com,,Salesforce
11089610,Inactive Investor,Bobken Safarian,,"Farmers Financial Solutions, LLC Glendale CA 1314 W Glenoaks Blvd",bsafarian@farmersagent.com,,Salesforce
10925344,Inactive Investor,Seema Balwada,,GMS Group,sbalwada@gmsgroup.com,,Salesforce
10968945,Inactive Investor,Michael Harley,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,michaelharley@statefarm.com,,Salesforce
10993940,Inactive Investor,Liam Sheehy,Client Service Associate,Morgan Stanley La Plata MD 107 Centennial St,liam.sheehy@ms.com,,Salesforce
111245,,Samer Ibrahim,,Private Physician,heydrsam@gmail.com,7085436143,Organic Search
9574342,,Alberto García,,,albertogama@msn.com,,List import
9587418,,jay greenberg,,,placeabet@aol.com,,List import
11051795,Inactive Investor,David Sanford,,Cetera Financial Specialists LLC Springfield MO 1655 S Enterprise Ave,david.sanford@ceterafs.com,,Salesforce
350798,,Donna Rokus,Office Manager,"Solomon Api, Lp",donna.rokus@gmfprivatewealth.com,321-888-2599,Manual List Upload
10659253,,Michael Hauser,,,michael.hauser@citigroup.com,,List Import
235870,, -,,[[Unknown]],contact.ampari@gmail.com,,
9574324,,Leslie Thompson Thompson,,,leslie.katie33@gmail.com,,List import
11174370,Inactive Investor,Eric Keller,,William Blair,ekeller@williamblair.com,,Salesforce
239816,,Jacqueline Ong,Deputy Director (Comms),Monetary Authority of Singapore,jacquelineong123@gmail.com,,Event
11043382,Inactive Investor,Michael Collins,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,WinCap Financial LLC,mcollins@wincapfinancial.com,,Salesforce
11090595,Inactive Investor,Hawa Farah,,LPL Financial LLC Rockville MD 15190 Frederick Rd,hawa.farah@lpl.com,,Salesforce
11108247,Inactive Investor,Lee Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",evan_brown@ml.com,,Salesforce
10845900,Inactive Investor,Kristie Strubeck,Financial Advisor,"Raymond James & Associates, Inc. Allentown PA 740 Hamilton St",kristie.strubeck@raymondjames.com,,Salesforce
11010034,Inactive Investor,Madeline Perez,,Financial Telesis Inc Santa Monica CA 1460 4th St,,,Salesforce
10790314,Inactive Investor,Stephanie Ring,Financial Consultant;Investment Advisor Representative,LPL Financial LLC Silverton OR 201 S Water St,stephanie.ring@lpl.com,,Salesforce
11220505,,Erica McKenna,,,erica.mckenna@voya.com,,Other
11010170,Inactive Investor,Adam Fine,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,adam.fine@altruist.com,,Salesforce
10806548,Inactive Investor,Garth Conner,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Tacoma WA 1201 Pacific Ave",garth.conner@rbc.com,,Salesforce
204724,,Debra Sherman,,[Unknown],sherman.debra@gmail.com,,Paid Search
10828707,Inactive Investor,Shawn Smith,Shareholder,Matrix Planning Inc,,,Salesforce
10859919,Inactive Investor,Richard Smith,,"Osaic Wealth, Inc. Ames IA 1228 Grand Ave",,,Salesforce
11186106,Inactive Investor,Oscar Harrison,Financial Advisor,LPL Financial LLC Fremont CA 39150 Fremont Blvd,oscar.harrison@lpl.com,,Salesforce
11160718,Inactive Investor,Jonathan Broedel,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jbroedel@primerica.com,,Salesforce
11177355,Inactive Investor,Colleen Casey,,"Farmers Financial Solutions, LLC Tenino WA 178 Olympia St N",ccasey1@farmersagent.com,,Salesforce
10604690,,Carel Eijgenraam,,,info@freeskop.nl,,Web Form Fillout
11051667,Inactive Investor,Steven Kingsley,Financial Planner,Cast Financial,brad.kingsley@castfinancial.com,,Salesforce
10985738,Inactive Investor,Cameron Fitzgerald,,Goldman Sachs & Co.,,,Salesforce
11072032,Inactive Investor,Jason Fair,,Stephens Memphis TN 6075 Poplar Ave,jason.fair@stephens.com,,Salesforce
11052778,Inactive Investor,Matthew Eiben,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Cleveland OH 1360 E 9th St",meiben@mai.capital,,Salesforce
10905473,Inactive Investor,Dylan Benson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10866399,Inactive Investor,Chaim Neuman,,NYLIFE Securities LLC Brooklyn NY 3909 13th Ave,cdneuman@ft.newyorklife.com,,Salesforce
347485,,Doug Dale,"Shareholder Ballew Wealth Management Co-Founder, Portfolio Manager Consilium Capital",Ballew Advisors Inc,td@ballewwealth.com,601-368-3500,Manual List Upload
10759574,Inactive Investor,Kathleen Mariconda,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",kathleen_mariconda@ml.com,,Salesforce
10798304,Inactive Investor,John Brogdon,,"Westpark Wealth Advisors, Inc.",,,Salesforce
11079973,Inactive Investor,Jordan Ford,,J.P. Morgan Securities LLC,jordan.ford@jpmorgan.com,,Salesforce
10936981,Inactive Investor,Martha Bedeian,,"Wells Fargo Clearing Services, LLC Malvern PA 77 Lancaster Ave",,,Salesforce
11013603,Inactive Investor,Brian Woldow,,Betterment Securities New York NY 27 W 23rd St,brian.woldow@betterment.com,,Salesforce
11105921,Inactive Investor,Morris Mete,Financial Advisor,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,morris_mete@glic.com,,Salesforce
10903632,Inactive Investor,Derek Skains,,"Osaic Wealth, Inc. Litchfield Park AZ Private Residence",,,Salesforce
11228486,Inactive Investor,Albert Perry,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,albert.perry@jpmorgan.com,,Salesforce
11088696,Inactive Investor,Chad Bergstrom,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",chad.bergstrom@nm.com,,Salesforce
11123784,Inactive Investor,Denise Wang,Client Investment Associate,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,denise.wang@jpmorgan.com,,Salesforce
11066498,Inactive Investor,Tyler Maskell,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9575272,,Frank Preziuso,,,tony.preziuso@valic.com,,List import
10919916,Inactive Investor,David D'Agostino,,Cetera Advisors LLC Tavares FL 383 W Alfred St,david.dagostino@ceteraadvisors.com,,Salesforce
11048689,Inactive Investor,Roger Kiger,Chief Manager;Investment Advisor Representative;Managing Member,"Visionary Horizons, LLC",roger@visionaryhorizons.com,,Salesforce
7085040,,Johnson Roger,,,yevof90999@fenwazi.com,,Web Form Fillout
10880067,Inactive Investor,Wayne Smith,,"FBL Marketing Services, LLC Sioux Falls SD 7600 S Louise Ave",wayne.smith@fbfs.com,,Salesforce
10910549,Inactive Investor,Stephen Rockhill,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Syracuse NY 5788 Widewaters Pkwy",,,Salesforce
11128934,Inactive Investor,Isaac Beardmore,,"Raymond James Financial Services, Inc. Marietta OH 416 Hart St",isaac.beardmore@raymondjames.com,,Salesforce
11149132,Inactive Investor,Suzanne O'Neal,Financial Advisor,Edward Jones Shingle Springs CA 4120 Cameron Park Dr,suzy.oneal@edwardjones.com,,Salesforce
11070626,Inactive Investor,David Eddy,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10860790,Inactive Investor,Sandra Saglio Davies,,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,ssagliodavies@janney.com,,Salesforce
11073290,Inactive Investor,Frances Cronlund,,"Curi RMB Capital, LLC Raleigh NC 700 Spring Forest Rd",,,Salesforce
9602123,,Christopher Cook,,,ccook@gilbertcook.com,,List import
10896480,Inactive Investor,David Finnemore,,"Northwestern Mutual Investment Services, LLC Salem WI 7137 236th Ave",david.t.finnemore@nm.com,,Salesforce
10786651,Inactive Investor,Marjorie Santoliquido,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",marjorie.manning@ml.com,,Salesforce
10808664,Inactive Investor,Cheryl Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",cheryl_miller@ml.com,,Salesforce
10769699,Inactive Investor,Gonzalo Perez-Verdia,First Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Fort Lauderdale FL 1290 Weston Rd,gonzalo.perezverdia@citi.com,,Salesforce
10875777,Inactive Investor,Deanna Like,Associate Vice President - Investments,"Raymond James & Associates, Inc. Vancouver WA 500 Broadway St",deanna.like@raymondjames.com,,Salesforce
10823947,Inactive Investor,John Nyquist,Financial Advisor,Edward Jones Wahpeton ND Private Residence,john.nyquist@edwardjones.com,,Salesforce
11072218,Inactive Investor,Andrew Rothman,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",andrew.c.rothman@ampf.com,,Salesforce
11144303,Inactive Investor,John Pohlmeyer,Financial Advisor,Edward Jones Redding CA 1240 Churn Creek Rd,john.pohlmeyer@edwardjones.com,,Salesforce
9611022,,William Covington,,,wcovington43@yahoo.com,,List import
11115171,Inactive Investor,Robert Petro,,"Wells Fargo Advisors Financial Network, LLC Mobile AL 4333 Boulevard Park N",robert.petro@wfafinet.com,,Salesforce
9646568,,Brian Lynn,,,brian.gary.lynn@gmail.com,,List import
10838755,Inactive Investor,Daniel Levin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",daniel.levin@rbc.com,,Salesforce
11138578,Inactive Investor,Kevin Stinnett,,"Osaic FS, Inc. Lexington KY 465 E High St",,,Salesforce
10993088,Inactive Investor,Andrew Skinner,,"Raymond James & Associates, Inc.",andrew.skinner@raymondjames.com,,Salesforce
11113280,Inactive Investor,Lorraynea Oliveira Da Silva,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,,,Salesforce
9582111,,Claude Hazan,,,chazan@kayakip.com,,List import
11061250,Inactive Investor,Glenn Jagodzinske,,NYLIFE Securities LLC Topeka KS Private Residence,gjagodzinske@ft.newyorklife.com,,Salesforce
351732,,Gary Lloyd,"Compliance Officer, Partner","Coston, Mcisaac & Shea Financial Advisors",gary@cmsinvadv.com,207-288-4747,Manual List Upload
11176810,Inactive Investor,Stephen Guinn,,"N.I.S. Financial Services, Inc.",,,Salesforce
11142064,Inactive Investor,Megan Mcglone,,Cetera Advisors LLC Streamwood IL 24 Buchanan Ln,,,Salesforce
11132747,Inactive Investor,Rita Lopez,,Oppenheimer & Co. Inc. Boston MA 255 State St,rita.lopez@opco.com,,Salesforce
10862656,Inactive Investor,Gary Moser,,"MML Investors Services, LLC Saint Augustine FL 315 W Town Pl",,,Salesforce
11095882,Inactive Investor,Steven Collins,,"Kingswood Capital Partners, LLC",,,Salesforce
11019181,Inactive Investor,Gabriel Donascimento,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,gbdonascimen@ft.newyorklife.com,,Salesforce
10868482,Inactive Investor,Marc Goldman,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,marc.goldman.lo0e@statefarm.com,,Salesforce
10997498,Inactive Investor,Amanda Maiers,Financial Advisor,Edward Jones Dubuque IA 3430 Dodge St,amanda.maiers@edwardjones.com,,Salesforce
11071313,Inactive Investor,Joseph Muratore,,"Citizens Securities, Inc. Rochester NY 2833 W Ridge Rd",joseph.muratore@citizenssecurities.com,,Salesforce
10790752,Inactive Investor,Michael Connolly,,Compass Securities Corporation Hingham MA 3 Summer St,,,Salesforce
212552,,Rita Abel,"Chief Compliance Officer, Chief Executive Officer, Founder, President, Principal",Abel Financial Management Co.,rabel@abel-financial.com,410-307-1200,Advertising
10994429,Inactive Investor,Stanley Hays,,First Dallas Securities Incorporated,,,Salesforce
10952936,Inactive Investor,Fabienne Tremblay,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",,,Salesforce
226279,, -,,[[Unknown]],udmetals@yahoo.com,,Initial Salesforce Import
11112516,Inactive Investor,Seth Thompson,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 100 Fillmore St",,,Salesforce
10893608,Inactive Investor,Laura Keelon,Senior Private Client Assistant,Janney Montgomery Scott LLC Boston MA 60 State St,lkeelon@janney.com,,Salesforce
10983811,Inactive Investor,Leanna Ohol,,Key Investment Services LLC,leanna.ohol@key.com,,Salesforce
5140259,,was sasa,,,cipehi8267@lidely.com,,Web form fillout
10766846,Inactive Investor,William Morris,,Morgan Stanley Leawood KS 11161 Overbrook Rd,brad.morris@morganstanley.com,,Salesforce
10778185,Inactive Investor,Jeffrey Kaveney,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jeffrey.c.kaveney@jpmorgan.com,,Salesforce
11063794,Inactive Investor,Alexus Morris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10620109,,Michael Attardi,,,mattardi@wintrustwealth.com,,List Import
11046316,Inactive Investor,Thomas Benscoter,,"Avantax Investment Services, Inc. Scottsdale AZ 6929 E Greenway Pkwy",,,Salesforce
10941123,Inactive Investor,Whitney Hyer,Associate,Edward Jones Logan UT 1202 S Hwy 89,,,Salesforce
10785087,Inactive Investor,David Wiederhold,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,david.wiederhold@fidelity.com,,Salesforce
9588141,,Sara Wellford,,,swellford@cardinalwealthadvisory.com,,List import
11121668,Inactive Investor,Connie Russell,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",connie.russell@ampf.com,,Salesforce
10842624,Inactive Investor,William Stordahl,Managing Director;Managing Partner;Regulatory Contact;Senior Advisor,"Stordahl Capital Management, Inc.",bill.stordahl@stordahlcap.com,,Salesforce
9621840,,Mohab Habiballah,,,mohabha71@gmail.com,,List import
10809828,Inactive Investor,Joshua Paul,,Commonwealth Financial Network Worcester MA 370 Main St,jpaul@commonwealth.com,,Salesforce
5132031,,Warren Machol,,WLM Associates,wlm.assoc@gmail.com,3077341920,Web Form Fillout
9555983,,Russell Greenberg,,,rgreenberg@altuscapitalpartners.com,,List import
10850145,Inactive Investor,Harriet Bynum,Senior Wealth Advisor,"Castleview Partners, LLC Little Rock AR Private Residence",hbynum@castleviewpartners.com,,Salesforce
11135225,Inactive Investor,Steven Edman,,"Horace Mann Investors, Inc. Gilbert AZ 1166 E Warner Rd",s.edman@horacemann.com,,Salesforce
11200123,Inactive Investor,William Couchman,Chief Compliance Officer;Chief Legal Officer;Chief Operating Officer;Executive Vice President,Birmingham Capital Management Co Inc,,,Salesforce
9647628,,Danny Wilson,,,dwilsonone@yahoo.com,,List import
10811923,Inactive Investor,William Larson,Financial Advisor,LPL Financial LLC Seattle WA 4025 Delridge Way SW,william.larson@lpl.com,,Salesforce
120395,,Diego Canavesi,,Uruguay,diego.canavesi@analiza.com.uy,,Organic Search
9578804,,Elizabeth Moloney,,,emoloney@independentinvestors.com,,List import
10783851,Inactive Investor,Yue-Chung Siu,,Vanguard Marketing Corporation,yuechung_siu@vanguard.com,,Salesforce
230352,, -,,[[Unknown]],xodnlrkgn@naver.com,,Organic Search
10842653,Inactive Investor,Todd Pace,Financial Advisor,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",todd.pace@rbc.com,,Salesforce
11042474,Inactive Investor,Wayne Cochrane,,J.P. Morgan Securities LLC Louisville KY 3600 Bardstown Rd,wayne.cochrane@jpmorgan.com,,Salesforce
10785337,Inactive Investor,Sean Thompson,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,sean.thompson@ubs.com,,Salesforce
11003920,Inactive Investor,Gregory Johnson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,gregory_johnson@vanguard.com,,Salesforce
10853198,Inactive Investor,Cole Dimond,,"Raymond James Financial Services, Inc. Leawood KS 6201 College Blvd",cole.dimond@raymondjames.com,,Salesforce
11169772,Inactive Investor,Micah Kelley,Financial Advisor,Edward Jones Burlington WA 1842 S Burlington Blvd,micah.kelley@edwardjones.com,,Salesforce
10657511,,Moe El Turkey,,,moe.elturkey@citi.com,,List Import
10938692,Inactive Investor,Frederick Pieracci,,"J K R & Company, Inc.",fred@jkrco.com,,Salesforce
11162277,Inactive Investor,Jason Borras,Client Associate;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",jason.borras@ml.com,,Salesforce
10788741,Inactive Investor,Lorraine Welch,,Oppenheimer & Co. Inc. Minneapolis MN 100 S 5th St,lorraine.welch@opco.com,,Salesforce
10957435,Inactive Investor,Lori Lin,,"Osaic Wealth, Inc. La Jolla CA 7445 Girard Ave",,,Salesforce
10573974,,Gert Lessing,,,glessing@omegainvestments.co,,Web Form Fillout
9576928,,William Goodson,,,wgoodson@finsyn.com,,List import
10657977,,Annette Rumas,,,annette.rumas@ubs.com,,List Import
10596689,,Tanner Crawford,,,tcrawford@navitaswa.com,,Web Form Fillout
9638398,,Christine Chang,,,cchang@bigsocietycapital.com,,List import
10863682,Inactive Investor,Michael Boyle,,Commonwealth Financial Network Chadds Ford PA 260 Kennett Pike,mboyle@commonwealth.com,,Salesforce
10983075,Inactive Investor,Lynn Weirick,,Modern Capital Securities Inc.,,,Salesforce
10901455,Inactive Investor,Eric Nager,Investment Advisor Representative,Southern Capital Services Inc,eric@southerncapitalservices.com,,Salesforce
10879232,Inactive Investor,David Galloway,,Cetera Investment Services LLC,david.galloway@ceterais.com,,Salesforce
10938404,Inactive Investor,Cesar Armas Crespo,Investment Consultant,"Charles Schwab & Co., Inc. The Villages FL 1048 Lake Sumter Lndg",,,Salesforce
10836828,Inactive Investor,Jeffrey Meyers,Financial Advisor,Edward Jones Naperville IL 507 Fairway Dr,jeff.meyers@edwardjones.com,,Salesforce
11209615,Inactive Investor,Joshua Burns,Financial Advisor,Edward Jones Farmington UT Private Residence,joshua.burns@edwardjones.com,,Salesforce
11116849,Inactive Investor,Brenton Harrison,Financial Advisor,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
10804507,Inactive Investor,Brian Jenkins,Executive Director,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,brian.g.jenkins@jpmorgan.com,,Salesforce
10974561,Inactive Investor,Amanda Cipolla,,J.P. Morgan Securities LLC Manhasset NY 330 Plandome Rd,amanda.n.cipolla@chase.com,,Salesforce
5197265,,Richard Sinden,,,the_rasin@yahoo.com,,Web Form Fillout
11082981,Inactive Investor,Allan Smith,,Commonwealth Financial Network,,,Salesforce
10931081,Inactive Investor,Brent Carlson,,"Kestra Investment Services, LLC Saint Paul MN 400 Village Center Dr",,,Salesforce
9559461,,Adam Tyler,,,adam.tyler@53.com,,List import
10886455,Inactive Investor,Joseph Smith,Investment Advisor Representative,LPL Financial LLC Madison NJ 14 Main St,joe.t.smith@lpl.com,,Salesforce
11020636,Inactive Investor,Joselyn Shulenberger,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9605121,,W. Kirk Wycoff,,,kwycoff@patriotfp.com,,List import
11026982,Inactive Investor,Nicholas Ingold,Senior Vice President,"Trubee Wealth Advisors, Inc.",ningold@trubeecollins.com,,Salesforce
10921487,Inactive Investor,Ryan Wingfield,,Country Capital Management Company Richland WA 1446 Spaulding Park,ryan.wingfield@countryfinancial.com,,Salesforce
11212594,Inactive Investor,Jayesh Patel,,NYLIFE Securities LLC New York NY 420 Lexington Ave,jpatel1@ft.newyorklife.com,,Salesforce
10762911,Inactive Investor,Charles King,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,charles.king@primerica.com,,Salesforce
11094778,Inactive Investor,Patrick Van Roten,,Platform Technology Partners Woodbury NY 135 Crossways Park Dr,patrick.vanroten@neprivatewealth.com,,Salesforce
219198,,Vlad Shamalov,,[Unknown],vlad.m.shamalov@gmail.com,,
9558175,,sthembiso Mncube,,,lwiriza@gmail.com,,List import
10768024,Inactive Investor,John Vita,Partner;Retirement Benefits Specialist,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",john.vita2@equitable.com,,Salesforce
11213436,Inactive Investor,Sydney Passons,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
153430,,JERRY stevens,,[Unknown],jwsteve@zohomail.com,,
10962298,Inactive Investor,Charli Dbuono,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,charli.dibuono@fidelity.com,,Salesforce
10967505,Inactive Investor,Amanda Canning,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,,,Salesforce
11083035,Inactive Investor,Charles Milliken,,Sigma Financial Corporation Farmington MI 37811 W 12 Mile Rd,cmilliken@sigmarep.com,,Salesforce
10822629,Inactive Investor,J. Tauzin,Financial Advisor,"Osaic FS, Inc. Bossier City LA 440 Benton Rd",,,Salesforce
11146420,Inactive Investor,Daniel Reed,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley New York NY 55 E 52nd St,dan.reed@morganstanley.com,,Salesforce
10948747,Inactive Investor,Zachary Pumphrey,Associate,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,zachary.pumphrey@opco.com,,Salesforce
10922521,Inactive Investor,Scott Dunn,Financial Advisor,Park Avenue Securities LLC Oklahoma City OK 10900 Hefner Pointe Dr,scott_dunn@glic.com,,Salesforce
348499,,Adam Clemens,Managing Director,Portfolio Advisors Llc,aclemens@portad.com,203-662-3456,Manual List Upload
10795452,Inactive Investor,Susan Randolph,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",susan_randolph@ml.com,,Salesforce
11037494,Inactive Investor,Mark Gross,,"Osaic Wealth, Inc.",mgross@osaic.com,,Salesforce
231009,, -,,[[Unknown]],sonjamartinreiners@gmail.com,,
11077523,Inactive Investor,Tal Elliott,Financial Advisor,Edward Jones Victoria TX 4004 John Stockbauer Dr,tal.elliott@edwardjones.com,,Salesforce
10895513,Inactive Investor,Anthony Williams,,Cetera Advisors LLC Tempe AZ 950 W Elliot Rd,anthony.williams@ceteraadvisors.com,,Salesforce
9553635,,Asim Javed,,,asim817@gmail.com,,List import
11098058,Inactive Investor,Thomas Dettre,Chief Compliance Officer;Founder;President,"True North Financial Planning, LLC",tdettre@truenorthfinancialplanning.com,,Salesforce
9581605,,Sarah Li,,,q13521018160@qq.com,,List import
11085087,Inactive Investor,James Cook,Chief Operating Officer,Rutherford Investment Management,julatowski@rutherfordinvestment.com,,Salesforce
9608657,,Tariq Said,,,tariq149@gmail.com,,List import
5274907,,Michael Hollie,,,mikehollie68@gmail.com,,Web Form Fillout
10825203,Inactive Investor,Ronald Anthony,Advisor;Chief Executive Officer;Owner;President,"Atlantic Advisors, Inc.",ron@atlanticadvisors.net,,Salesforce
10996710,Inactive Investor,Kyle Obrien,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
11119799,Inactive Investor,Patrick Norris,,"Steward Partners Investment Solutions, LLC Walnut Creek CA 2121 N California Blvd",,,Salesforce
10934031,Inactive Investor,Fernanda Heyl,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10774400,Inactive Investor,Douglas Osber,Managing Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",douglas_osber@ml.com,,Salesforce
10818671,Inactive Investor,Sharon Saffran,,"Ameriprise Financial Services, LLC Owings Mills MD 300 Red Brook Blvd",sharon.saffran@ampf.com,,Salesforce
11233043,Inactive Investor,Bruce Tobin,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
10981845,Inactive Investor,Daniel Haar,Wealth Advisor,"Live Oak Wealth Management, LLC",daniel@liveoakwealthmanagement.com,,Salesforce
11254677,Inactive Investor,Wright Self,,"Trinity Wealth Securities, L.L.C. Nashville TN 210 12th Ave S",,,Salesforce
111988,,Rustin Schambach,,Ball State University (Student),rschambach00@gmail.com,2192081100,
10785049,Inactive Investor,Wesley Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Lynchburg VA 21513 Timberlake Rd",wesley.davis@wellsfargoadvisors.com,,Salesforce
10864207,Inactive Investor,Christine Patane,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christine.patane@fidelity.com,,Salesforce
10848616,Inactive Investor,Virginia Arnold,President;Principal,"Yellowstone Investment Planners, Inc. Bozemand MT Private Residence",,,Salesforce
11194621,Inactive Investor,Michael Di Duro,Financial Advisor,Morgan Stanley Buffalo NY 450 Essjay Rd,michael.diduro@morganstanley.com,,Salesforce
11235773,Inactive Investor,Kimberly Campbell,Chief Financial Officer;Secretary;Treasurer,"Campbell Wealth Management, Inc.",kim@campbellwealth.com,,Salesforce
1003314,Inactive Investor,William Podd,"Executive Director (Landmark Angels), President & CEO (Landmark Capital)",Landmark Angels,wpodd@landmarkcap.com, +1 203 552 1445,3rd Party Lead Gen
10773434,Inactive Investor,Linda Buxo,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,linda.buxo@ubs.com,,Salesforce
10872326,Inactive Investor,Justin Tantlinger,,LPL Financial LLC Export PA 4000 Triangle Ln,justin.tantlinger@lpl.com,,Salesforce
10798195,Inactive Investor,Andrew Roed,Branch Manager;Senior Vice President,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,,,Salesforce
10925118,Inactive Investor,Keegan Coolbaugh,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9592758,,Christopher Ross,,,chris@alliancewealthadvisors.com,,List import
10968272,Inactive Investor,Brenna Piper,Private Client Investment Associate,J.P. Morgan Securities LLC Spokane WA 12005 E Sprague Ave,brenna.piper@jpmorgan.com,,Salesforce
9647838,,Cheryl Whaley,,,cheryl.whaley@truist.com,,List import
11091533,Inactive Investor,Juan Montemayor,,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",montemayorj@stifel.com,,Salesforce
11023385,Inactive Investor,Yaw Amofah-Boafo,,NYLIFE Securities LLC New York NY 285 Fulton St,yamofahboafo@ft.newyorklife.com,,Salesforce
11012707,Inactive Investor,Kenneth Hadden,Financial Advisor,Edward Jones Bend OR 3052 NW Merchant Way,kenny.hadden@edwardjones.com,,Salesforce
335487,,Mehdi Bensaida,"Vice President, Finance",Chevy Chase Trust Company,mbensaida@chevychasetrust.com,240-497-5000,Manual List Upload
9600604,,Mitchell Grushen,,,mgrushen@missionwealth.com,,List import
11059818,Inactive Investor,Clement Brandenburg,Investment Advisor Representative,"Royal Fund Management, LLC Palm Beach Gardens FL 4440 PGA Blvd",cbrandenburg@royalfundmanagement.com,,Salesforce
1001063,Inactive Investor,Hal Kelly,,XBT Arbitrage LLC,hkelly@xbtarb.com,307 264 5193,
10765916,Inactive Investor,Darrel Madison,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",darrel.madison@wellsfargoadvisors.com,,Salesforce
11174081,Inactive Investor,Jenifer Warnhoff,Chief Compliance Officer;Relationship Manager,Zenith Wealth Advisors Scottsdale AZ 15169 N Scottsdale Rd,jenifer.warnhoff@zenithwealthadvisors.com,,Salesforce
11198843,Inactive Investor,Lily Lin,Relationship Manager;Wealth Relationship Advisor,Citigroup Global Markets Inc. New York NY 164 Canal St,lily.li.lin@citi.com,,Salesforce
10485174,,Adin Rinquest,,,adin.rinquest@gmail.com,,Web Form Fillout
11206647,Inactive Investor,David Heltz,Financial Consultant,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,david.heltz@lpl.com,,Salesforce
11063098,Inactive Investor,Jeffrey Feldman,Chief Compliance Officer;Owner,Rochester Financial Services,,,Salesforce
9555782,,John Duffy,,,john@broadcovecapital.com,,List import
11211381,Inactive Investor,Stanton Schmidt,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",stanton.schmidt@tiaa.org,,Salesforce
9602512,,Mohsen Rostami,,,rostami.mohsen@gmail.com,,List import
11113446,Inactive Investor,Gregory Boshart,,LPL Financial LLC Baldwinsville NY 35 Oswego St,greg.boshart@lpl.com,,Salesforce
9645780,,Aqua Brumfield,,,chidori_97531@yahoo.com.au,,List import
10952660,Inactive Investor,Ryan Fehr,Financial Advisor,Edward Jones Columbus NE 3809 23rd St,ryan.fehr@edwardjones.com,,Salesforce
10833785,Inactive Investor,James Lowe,,LPL Financial LLC Crosslake MN Private Residence,james.e.lowe@lpl.com,,Salesforce
9628618,,Henry Huang,,,creativeyi@yahoo.com,,List import
11184659,Inactive Investor,Shea Boulware-Creed,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",shea.boulware@rbc.com,,Salesforce
11049993,Inactive Investor,Christine Smetana,,"Osaic FA, Inc. Beachwood OH 100 Park Ave",christine.smetana@lfg.com,,Salesforce
9642816,,Anish Choksi,,,anish.choksi@gs.com,,List import
11085272,Inactive Investor,Jonathan Huang,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",jon.huang@tfaconnect.com,,Salesforce
9599094,,Jason Small,,,jason.small@fiduciaryvest.com,,List import
10805101,Inactive Investor,Aaron Hoernke,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",aaron.l.hoernke@ampf.com,,Salesforce
11007780,Inactive Investor,Mitchell King,,State Farm VP Management Corp. Cedar Rapids IA 240 Wiley Blvd SW,,,Salesforce
10767575,Inactive Investor,Philip Sher,Founder;Managing Director,The Sher Wealth Management Group,philip.sher@sherwealth.com,,Salesforce
11036882,Inactive Investor,David Steckler,,PFS Investments Inc. Bath ME 432 Centre St,david.steckler@primerica.com,,Salesforce
370990,,Travis Geisler,,United States,tgeisler97@gmail.com,,Salesforce
11041928,Inactive Investor,Brian Calabia,,J.P. Morgan Securities LLC Bellevue WA 1320 156th Ave NE,brian.calabia@jpmorgan.com,,Salesforce
10616689,,Joseph Pedrigi,,,joe.pedrigi@lpl.com,,List Import
10973326,Inactive Investor,Harriet Sarblee,Financial Representative,PFS Investments Inc. Dover DE 1012 College Rd,hsarblee@primerica.com,,Salesforce
10614232,,Robert Hausmann,Financial Advisor,,robert.hausmann@wellsfargo.com,,List Import
11122601,Inactive Investor,James Mellinger,Financial Advisor,Edward Jones Traverse City MI 12935 S West Bay Shore Dr,jim.mellinger@edwardjones.com,,Salesforce
11161838,Inactive Investor,Russell Truesdale,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,russell.truesdale@td.com,,Salesforce
9556029,,Steven Novick,,,steven@thencfg.com,,List import
10953087,Inactive Investor,Jackson Lanham,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11146056,Inactive Investor,Elizabeth Bannister,Managing Partner,"Green Horizon Capital Management, LLC",,,Salesforce
11177308,Inactive Investor,Christopher Pierce,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11130312,Inactive Investor,Vanessa McCabe,Associate Vice President - Wealth Management;Financial Advisor,Morgan Stanley Northfield NJ 376 Tilton Rd,vanessa.l.brown@morganstanley.com,,Salesforce
11125321,Inactive Investor,Mark Taragowski,,"Allstate Financial Services, LLC Clinton CT 252 E Main St",marktaragowski@allstate.com,,Salesforce
11097712,Inactive Investor,John Gray,,"Avantax Investment Services, Inc. Canton NY 1 Main St",,,Salesforce
5312887,,frea tuksa,,,yikon74220@sunetoa.com,,Web Form Fillout
11143812,Inactive Investor,John Mills,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
11140587,Inactive Investor,Meegan Engles,Executive Director,UBS Financial Services Inc.,meegan.engles@ubs.com,,Salesforce
9622431,,Aart Lehmkuhl,,,aart.lehmkuhl@gmail.com,,List import
10854177,Inactive Investor,Nicole Davis,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
11118986,Inactive Investor,Michael O'Brien,,NYLIFE Securities LLC Kearney NE 825 E 25th St,mjobrien@ft.newyorklife.com,,Salesforce
11023734,Inactive Investor,Samuel Winston,Associate,Edward Jones Lawrenceville GA 485 S Perry St,,,Salesforce
10819512,Inactive Investor,Leslie Hollingsworth,,D.A. Davidson & Co. Wilmington NC 1001 Military Cutoff Rd,lhollingsworth@dadco.com,,Salesforce
343900,,Philip Voelker,Sr. Vice President And Chief Investment Office,"Advanced Asset Management Advisors, Inc.",pvoelker@aamamail.com,614-717-4451,Manual List Upload
10486520,,Richard Pascuzzi,"Executive Vice President, Principal, Secretary","Prospera Financial Services, Inc.",richard.pascuzzi@prosperafinancial.com,,List Import
9580833,,Brian Copeland,,,bcopeland@hightoweradvisors.com,,List import
10613814,,Michelle Perres,Senior Financial Advisor,,mperres@aegiscap.com,,List Import
10924231,Inactive Investor,Vincent Passananti,,"Pensionmark Securities, LLC Warwick RI 475 Kilvert St",vpassananti@pensionmark.com,,Salesforce
10523753,,Russ Orgain,,,russ@invisionnwa.com,,Web Form Fillout
11258569,,Kumud Patel,,,kumud0923@icloud.com,8434290573,Web Form Fillout
10804908,Inactive Investor,Kyle Smith,,"Wells Fargo Clearing Services, LLC Ridgewood NJ 41 N Walnut St",kyle.d.smith@wellsfargo.com,,Salesforce
11166116,Inactive Investor,Todd Mitchell,Branch Office Manager;Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Westminster MD 15 E Main St,tmitchell@janney.com,,Salesforce
10929525,Inactive Investor,Cassius Burrell,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10798547,Inactive Investor,Bryan Edmunds,First Vice President;Wealth Advisor,Morgan Stanley Barrington IL 760 W Main St,bryan.edmunds@morganstanley.com,,Salesforce
10893425,Inactive Investor,Roland Jones,,J.P. Morgan Securities LLC Rowlett TX 3431 Hwy 66,roland.s.jones@jpmorgan.com,,Salesforce
11217502,,Ian Stern,,,ian.stern@ampf.com,,Other
9631053,,James Kiniry III,,,jameskiniry@gmail.com,,List import
10954708,Inactive Investor,Craig Burtis,,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",craig.burtis@wellsfargoadvisors.com,,Salesforce
11124273,Inactive Investor,Michael Langley,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,,,Salesforce
10800754,Inactive Investor,Clyde Turpin,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",clyde.turpin@wellsfargoadvisors.com,,Salesforce
10510559,,Mark Perdigao,,BTIG,mperdigao@btig.com,,List Import
10933505,Inactive Investor,Steven Miles,,LPL Financial LLC Helena MT 27 Neill Ave,steven.miles@lpl.com,,Salesforce
10935471,Inactive Investor,Jacqueline Pederson,Financial Professional,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",,,Salesforce
10871446,Inactive Investor,Jonathan Ackroyd,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jonathan.ackroyd@fidelity.com,,Salesforce
10812453,Inactive Investor,Rafael Mejia,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,rafael.mejia@primerica.com,,Salesforce
56373,,Charles Cooper,,"MML Investors Services, LLC",charlesecooper@financialguide.com,513-579-8555,
9572655,,Brock Carlin,,,brock.carlin@sunbeltsecurities.com,,List import
11012727,Inactive Investor,Abigail Copland,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,aecopland@ft.newyorklife.com,,Salesforce
9551376,,W W,,,wwootencfc@gmail.com,,List import
11260692,Inactive Investor,Stephanie Staggs,,Park Avenue Securities LLC,,,Salesforce
9640026,,Elizabeth Kawai,,,ekawai@soka.edu,,List import
11133445,Inactive Investor,Michael Barnes,Branch Manager;Market Director;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Angelo TX 610 S Bryant Blvd,ryan.barnes@ubs.com,,Salesforce
10943744,Inactive Investor,Patrick Carson,,"Empower Financial Services, Inc",patrick.carson@gwrs.com,,Salesforce
10777350,Inactive Investor,Kim Bosold,Financial Advisor,"Ameriprise Financial Services, LLC Spokane WA 25 E Sinto Ave",kim.x.bosold@ampf.com,,Salesforce
11160515,Inactive Investor,Gregory Aldridge,,State Farm VP Management Corp. Lenexa KS 13501 W 87th Street Pkwy,greg.aldridge.shio@statefarm.com,,Salesforce
7923,,roger collins,,none,rcollinslemont@yahoo.com,6306313690,Direct
11087206,Inactive Investor,Manly Acker,Financial Advisor,LPL Financial LLC Katy TX 5206 Jackson Park Ln,manly.acker@lpl.com,,Salesforce
10837757,Inactive Investor,Michael Morgia,,"HighTower Securities, LLC Watertown NY 151 Mullin St",mmorgia@hightoweradvisors.com,,Salesforce
9592940,,Margaret Baer,,,mbaer@savantcapital.com,,List import
10768547,Inactive Investor,Elizabeth Benjamin,Senior Registered Associate,Morgan Stanley Monterey CA 401 Fremont St,elizabeth.hart1@morganstanley.com,,Salesforce
10787110,Inactive Investor,Ted Beal,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",ted.beal2@equitable.com,,Salesforce
10909361,Inactive Investor,Kevin Morton,Financial Planner,"Osaic FA, Inc. Salt Lake City UT 3165 E Millrock Dr",,,Salesforce
11197710,Inactive Investor,Michelle Ovadia,Financial Advisor,Edward Jones Gilbert AZ 2730 S Val Vista Dr,michelle.ovadia@edwardjones.com,,Salesforce
338987,,Yoo Kim,Managing Member,"Lee Equity Partners, Llc",ykim@leeequity.com,212-906-4900,Manual List Upload
9606739,,Prithvi Reddy,,,preddy@starboardvalue.com,,List import
11089976,Inactive Investor,Stephen Janowsky,Chief Operating Officer;President;Shareholder,LNW,sjanowsky@lnwadvisors.com,,Salesforce
9558909,,Filipe Ferreira,,,filipemiguelcferreira@gmail.com,,List import
11038339,Inactive Investor,Julian Stienstra,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,julian.stienstra@safra.com,,Salesforce
11147886,Inactive Investor,Kevin Briggs,Financial Advisor;Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Bowling Green KY 996 Wilkinson Trce",kevin.d.briggs@ampf.com,,Salesforce
11026717,Inactive Investor,Vince Affinito,Investment Advisor Representative,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
10604332,,John Carbone,managing partner,tereo advisors,jcabone@aol.com,7815722244,List Import
10950248,Inactive Investor,William Van Gieson,,"Equitable Advisors, LLC Manahawkin NJ Private Residence",william.vangieson@equitable.com,,Salesforce
11189598,Inactive Investor,Miah Schultz,Financial Professional,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",miah.schultz@equitable.com,,Salesforce
10902411,Inactive Investor,Taylor Sharpe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",taylor.sharpe@ml.com,,Salesforce
11066517,Inactive Investor,Diego Polar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10986614,Inactive Investor,Danielle Hassan,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,danielle.hassan@fidelity.com,,Salesforce
11010777,Inactive Investor,Larry Hill,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",larry.hill@schwab.com,,Salesforce
10856983,Inactive Investor,Joseph Trabert,,"Osaic Wealth, Inc. Corona CA Private Residence",,,Salesforce
10648306,,Nicholas Niehaus,,,nicholas.niehaus@fmr.com,,List Import
9578511,,Steven Elwell,,,selwell@levelfa.com,,List import
11099398,Inactive Investor,Jill Lloyd,Financial Advisor,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,jill.lloyd@ubs.com,,Salesforce
11046365,Inactive Investor,Karen Craig,Chief Compliance Officer;Managing Director,"AlpenGlobal Capital, LLC",kcraig@alpenglobalcapital.com,,Salesforce
10946295,Inactive Investor,Lisa Donnelley,Chief Compliance Officer,"Harris Wealth Management, LLC",,,Salesforce
11212306,Inactive Investor,Aimee Arambel,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10923647,Inactive Investor,Gabriel Jimenez,,J.P. Morgan Securities LLC San Pedro CA 1603 W 25th St,gabriel.g.jimenez@jpmorgan.com,,Salesforce
10905004,Inactive Investor,Kevin Whitmore,,"Northwestern Mutual Investment Services, LLC Petoskey MI 113 Howard St",kevin.whitmore@nm.com,,Salesforce
11094238,Inactive Investor,Steven Decker,,State Farm VP Management Corp. Maumee OH 4444 Keystone,stevendecker@statefarm.com,,Salesforce
10764854,Inactive Investor,John Chiarenza,Financial Advisor,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",john.chiarenza@wellsfargoadvisors.com,,Salesforce
10809852,Inactive Investor,Christopher Tyhurst,Principal,REDW Wealth LLC Albuquerque NM 7425 Jefferson St NE,ctyhurst@redw.com,,Salesforce
10764712,Inactive Investor,Ronald Flowers,,The O.N. Equity Sales Company Akron OH 3200 W Market St,,,Salesforce
10836154,Inactive Investor,Kenneth Scheer,Financial Advisor;Vice President,Morgan Stanley Monroeville PA 1 Monroeville Ctr,kenneth.scheer@morganstanley.com,,Salesforce
11194788,Inactive Investor,James Jebbia,Senior Investment Advisor,"Diligent Investors, LLC Sherman TX Private Residence",jjebbia@diligentinvestorsllc.com,,Salesforce
9644919,,Zhao wei,,,kimzwarch@gmail.com,,List import
10872620,Inactive Investor,Clark Weeks,,"Dempsey Lord Smith, LLC Atlanta GA 5 Concourse Pkwy",clark.weeks@dempseyi.com,,Salesforce
9608608,,Harry Goldman,,,hairengu@gmail.com,,List import
10820261,Inactive Investor,Robert Root,Financial Advisor,LPL Financial LLC Braham MN 121 Main St S,bob.root@lpl.com,,Salesforce
11086689,Inactive Investor,Tricia Howard,,"W&S Brokerage Services, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",,,Salesforce
11158477,Inactive Investor,Earl Wenger,,Park Avenue Securities LLC Myerstown PA Private Residence,,,Salesforce
10906519,Inactive Investor,Christian Doule,Founder;Managing Member;President;Wealth Advisor;Wealth Management Advisor,"Avaii Wealth Management, LLC",christian@avaii.com,,Salesforce
372054,,frank bonilla-linero,,United States,615fussa@protonmail.com,,Salesforce
11115317,Inactive Investor,Mary Fischetti,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,mfischetti@allianceg.com,,Salesforce
9630841,,Lucas Hawkins,,,lukethawkins@gmail.com,,List import
10892058,Inactive Investor,Jonathan Solace,Client Service Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,jonathan.solace@ubs.com,,Salesforce
11052621,Inactive Investor,Bryan Bozovich,,State Farm VP Management Corp. Somerset PA 565 E Main St,bryan.bozovich.l8di@statefarm.com,,Salesforce
11038807,Inactive Investor,Frank Maldonado,,"Level Four Financial, LLC El Paso TX 500 N Mesa St",fmaldonado@levelfourfinancial.com,,Salesforce
10788113,Inactive Investor,Ronald King,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10995820,Inactive Investor,Gessika Decade,,J.P. Morgan Securities LLC Brooklyn NY 101 Court St,gessika.decade@jpmorgan.com,,Salesforce
10813328,Inactive Investor,Russell Wicksall,,"Regulus Financial Group, LLC East Lansing MI 3210 E Lake Lansing Rd",,,Salesforce
11052657,Inactive Investor,Derek Osmon,,LPL Financial LLC,derek.osmon@lpl.com,,Salesforce
10661834,,Gordon Enderle,,,genderle@vilascapital.com,,List Import
9611985,,Roman Gonzalez,,,gonzalez.roman2015@correo.unimet.edu.ve,,List import
11069133,Inactive Investor,Kyle Broderick,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",kyle.p.broderick@ml.com,,Salesforce
10807345,Inactive Investor,Teresa Patrick,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,teresa.patrick@fmr.com,,Salesforce
9561887,,Brad Sowers,,,worldmarkets@gmail.com,,List import
9593691,,Christopher Conley,,,cconley@stratoswealthpartners.com,,List import
11009478,Inactive Investor,Kevin Cleary,,"Grove Point Investments, LLC Grand Blanc MI 11225 S Saginaw St",,,Salesforce
11217533,,Rick Skousen,,,rick.skousen@raymondjames.com,,Other
11129444,Inactive Investor,Natasha Mihaylov,Financial Advisor,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",natasha.mihaylov@wellsfargoadvisors.com,,Salesforce
10611450,,Michael Lynfield,"Financial Advisor, First Vice President - Investments",,mlynfield@janney.com,,List Import
10994019,Inactive Investor,Hector Misuraca,,J.P. Morgan Securities LLC Palm Bay FL 3450 Bayside Lakes Blvd SE,hector.misuraca@chase.com,,Salesforce
342921,,Richard Winegar,Lead Operating Partner,Blue Wolf Capital Partners Llc,rick@bluewolfcapital.com,212-488-1340,Manual List Upload
11103947,Inactive Investor,Martin Krist,Wealth Advisor,LPL Financial LLC Owings Mills MD 9505 Reisterstown Rd,marty.krist@lpl.com,,Salesforce
9576814,,Scott Black,,,sblack@hudsonbaycapital.com,,List import
11004378,Inactive Investor,Julie Ballart,,LPL Financial LLC Rochester NY 180 S Clinton Ave,julie.ballart@lpl.com,,Salesforce
9562616,,Clark Mumaw,,,crmumaw@yahoo.com,,List import
11201716,Inactive Investor,Tommy Thompson,,"Concorde Investment Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",tthompson@concordeis.com,,Salesforce
9567622,,Tarig ElSheikh,,,tarig.elsheikh@gmail.com,,List import
9584089,,Angela Creech,,,angelabaker_4@westfinancial.com,,List import
9573324,,Grant Van Horn,,,gvahorn@hightoweradvisors.com,,List import
10776430,Inactive Investor,Steven Schwefel,Chief Compliance Officer;Managing Member;President,"Geneva Partners, LLC",,,Salesforce
9610962,,ATHANASIOS GIKAS,,,agikas@comcast.net,,List import
338686,,Lici Tomkiw,CEO,Brasilian,lici@brasilian.com,6466417306,Event
9580148,,Sidney Finkelstein,,,sid@sidneyfinkelsteinpa.com,,List import
10939081,Inactive Investor,Steven Shermetta,Financial Services Professional,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",sshermetta@financialguide.com,,Salesforce
11096697,Inactive Investor,Anthony Peluso,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10895067,Inactive Investor,Fred Burke,,"Cambridge Investment Research, Inc. Athens TN 8 E Washington Ave",,,Salesforce
11133535,Inactive Investor,Gerald Lee,,Park Avenue Securities LLC Irvine CA 2875 Michelle,gerald_lee@glic.com,,Salesforce
11116364,Inactive Investor,Margaret George,,PFS Investments Inc. Canton OH 4445 20th St NW,margaret.george@primerica.com,,Salesforce
10999993,Inactive Investor,Stefen Blasingame,,"Raymond James & Associates, Inc.",stefen.blasingame@raymondjames.com,,Salesforce
10864401,Inactive Investor,Stephanie Strohm,,State Farm VP Management Corp. Horn Lake MS 2485 Goodman Rd W,,,Salesforce
10982168,Inactive Investor,Dustin Thacker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dustin.thacker@fidelity.com,,Salesforce
10963213,Inactive Investor,Arthur Crowley,Financial Advisor,"Bright Wealth Management, LLC",,,Salesforce
11169638,Inactive Investor,Diane Everhart,Financial Advisor;Partner,"MML Investors Services, LLC Fort Myers FL 6237 Presidential Ct",deverhart@financialguide.com,,Salesforce
10812168,Inactive Investor,Charles Wisner,,"J. Alden Associates, Inc. Collegeville PA 100 Springhouse Dr",cwisner@j-alden.com,,Salesforce
11254759,Inactive Investor,Daniel Ray,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9544377,,Jason Dennis,,,jedennis@ft.newyorklife.com,,List import
10965291,Inactive Investor,Deema Scullin,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,deema.scullin@jpmorgan.com,,Salesforce
10928718,Inactive Investor,Patricia Bowman,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,patricia.bowman@primerica.com,,Salesforce
11206053,Inactive Investor,Thomas Gamez,Financial Advisor,LPL Financial LLC Hurst TX 860 Airport Fwy,thomas.gamez@lpl.com,,Salesforce
9583596,,JUAN DUQUE,,,juan@duquegroup.com,,List import
10799820,Inactive Investor,Tami Beaty,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10758955,Inactive Investor,Ashley Duresa,Client Service Associate;Registered Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,,,Salesforce
10882405,Inactive Investor,Michael Moore,Wealth Advisor,Wealthquest Corporation,mmoore@wqcorp.com,,Salesforce
10761936,Inactive Investor,Kathryn Jacobs,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plover WI 3008 Cleveland Ave",kathryn.l.jacobs@ampf.com,,Salesforce
11232080,Inactive Investor,Matthew Philichi,Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,,,Salesforce
10778765,Inactive Investor,Andrew Bearre,Director,"Gregory J. Schwartz & Co., Inc.",andrew.bearre@gjsco.com,,Salesforce
10750467,Inactive Investor,Jose Linares Blasini,,CAF Investments LLC,,,Salesforce
10847890,Inactive Investor,Maria Ponte,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,maria.ponte@ubs.com,,Salesforce
9631726,,Chris Hemerlein,,,c.hemerlein@gmail.com,,List import
10767864,Inactive Investor,Perry Dougherty,Financial Consultant;Founding Partner,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,perry.dougherty@lpl.com,,Salesforce
9643033,,Gabriel Hernandez,,,arepaloverr@gmail.com,,List import
234675,, -,,[[Unknown]],rdebashis101@gmail.com,,
10926641,Inactive Investor,Ryan Campbell,,Fidelity Brokerage Services LLC,ryan.campbell2@fmr.com,,Salesforce
10617395,,Kevin Rieger,,,kevin.g.rieger@jpmorgan.com,,List Import
346722,,Eric Kogan,Partner,"Clarion Capital Partners, Llc",ekogan@clarion-capital.com,212-821-0170,Manual List Upload
10941160,Inactive Investor,Elizabeth Le,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
239061,,Scott Hamblin,,[Unknown],scotthamblin@brydonlaw.com,,Direct
10936460,Inactive Investor,Karen Ness,,LPL Financial LLC Elko NV 1250 Lamoille Hwy,karen.ness@ceterafs.com,,Salesforce
10791524,Inactive Investor,Sherill Christopher,,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",sherill.christopher@raymondjames.com,,Salesforce
10949856,Inactive Investor,Hexin Xu,,Goldman Sachs & Co.,,,Salesforce
10784488,Inactive Investor,Marcia Smith,Senior Client Associate,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",marcia.smith@wellsfargoadvisors.com,,Salesforce
9559001,,ujjwal kumar,,,mehtauj.invest@gmail.com,,List import
11094623,Inactive Investor,Mark Bannick,,"Osaic Wealth, Inc. New Orleans LA 715 Girod St",,,Salesforce
9562433,,Jeffrey Thomashow,,,jeffrey.thomashow@gmail.com,,List import
11094501,Inactive Investor,Craig Whitlock,,State Farm VP Management Corp. Lafayette IN 750 Park East Blvd,craig.whitlock.m035@statefarm.com,,Salesforce
339152,,Jessica Marion,CFO,"Oep Capital Advisors, L.p.",jessica.marion@oneequity.com,212-277-1500,Manual List Upload
10755945,Inactive Investor,Andrea Fusero,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",andrea.fusero@ml.com,,Salesforce
11202615,Inactive Investor,Wonder Waddy,,PFS Investments Inc. Live Oak FL 100 Court St SE,wwaddy@primerica.com,,Salesforce
9627375,,Jelisa Cooper,,,cooper2311@students.shortercollege.edu,,List import
344697,,Chris Radzinski,Director Of Project Management,Stratos Wealth Advisors Llc,cradzinski@stratoswp.com,440-519-2500,Manual List Upload
338836,,Kenneth Berman,Co-Chairman,Nutter Investment Advisors,kberman@nutter.com,617-439-2100,Manual List Upload
10973633,Inactive Investor,Douglas Hodges,,"FBL Marketing Services, LLC Blackwell OK 720 W Doolin Ave",,,Salesforce
243648,,Michael Pendergrass,IT Product Manager Senior,Charles Schwab Investment Management,michael.pendergrass@schwab.com,19197435073,Manual List Upload
10757377,Inactive Investor,Bianca Foster,Senior Client Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,bianca.r.williams@ubs.com,,Salesforce
10993200,Inactive Investor,Ryan Macdonald,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9552993,,Joe Roebuck,,,joecroebuck@aol.com,,List import
10783986,Inactive Investor,Jacqueline Coston,,PFS Investments Inc. Virginia Beach VA 708 S Rosemont Rd,jacqueline.coston@primerica.com,,Salesforce
10789909,Inactive Investor,Joseph Krcma,Chief Compliance Officer,Founders Financial Securities LLC,jkrcma@foundersfinancial.com,,Salesforce
10787901,Inactive Investor,Steven Kubin,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,steven.kubin@primerica.com,,Salesforce
9614066,,Jack Hanna,,,hanna@hannagroup.com,,List import
374691,,Shaun Tuggle,President,PlainsCapital Bank,stuggle@plainscapital.com,(512) 310-4206,Salesforce
9587060,,Evelyn Gray,,,evegray1962@gmail.com,,List import
11134891,Inactive Investor,Jessica Averill,,PFS Investments Inc. Gray ME 59 Portland Rd,jessica.averill@primerica.com,,Salesforce
10963185,Inactive Investor,Kevin Ward,Advisor,"Moneta Group Investment Advisors, LLC",kward@monetagroup.com,,Salesforce
11040298,Inactive Investor,Jack Patague,Assistant Vice President,LPL Financial LLC Chula Vista CA 2571 Table Rock Ave,jack.patague@lpl.com,,Salesforce
10881242,Inactive Investor,Robert Schmansky,Chief Compliance Officer;Founder;Managing Member,"Clear Financial Advisors, LLC",rob@clearfinancial.net,,Salesforce
10849609,Inactive Investor,William Bremner,Chief Compliance Officer;Director;President,Bremner Asset Management Company,,,Salesforce
337942,,David Sampair,Director,"Yukon Partners Management, L.l.c.",dsampair@yukonpartners.com,612-435-7800,Manual List Upload
10696255,,William Brady,,WESTSTAR BANK HOLDING CO INC,bill.brady@weststarbank.com,,List Import
10765401,Inactive Investor,Rebecca Gordon,Financial Specialist;Officer,"Wells Fargo Clearing Services, LLC Bluffton SC 24 Bluffton Rd",rebecca.gordon-schmidt@wellsfargoadvisors.com,,Salesforce
9599711,,Sarah Rogers,,,srogers@faralloncapital.com,,List import
10877700,Inactive Investor,Aylla Lashaway Mueller,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",aylla.lashaway-mueller@ml.com,,Salesforce
10756481,Inactive Investor,Myah Irick,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",myah.irick@ml.com,,Salesforce
10781456,Inactive Investor,Matthew Sheehan,Managing Director;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,matthew.sheehan@morganstanley.com,,Salesforce
11194475,Inactive Investor,Courtney Steele,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,courtneyclay@statefarm.com,,Salesforce
11255305,Inactive Investor,Gregory Sommer,Senior Research Analyst,"Raub Brock Capital Management, LP",gregorysommer@raubbrock.com,,Salesforce
11179174,Inactive Investor,Deborah Horn,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",deborah.horn@wellsfargoadvisors.com,,Salesforce
10758933,Inactive Investor,Alfredo Perez,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",alfredo_perez@ml.com,,Salesforce
234694,, -,,[[Unknown]],daoudaline@gmail.com,,
11140303,Inactive Investor,Patrick Kinsey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10818975,Inactive Investor,Craig Brown,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
9636886,,Victoria Bokios,,,vbokios@regalsecurities.com,,List import
9634142,,Ira T Wender,,,irawender99@gmail.com,,List import
10648602,,Laura F,,,laura@visitordetect.com,,Web Form Fillout
9626765,,michael hung,,,michaelhung419@gmail.com,,List import
9561342,,jeff agard,,,boss252@comcast.net,,List import
9566976,,Clifton Horner,,,buddy.horner@nfp.com,,List import
11168442,Inactive Investor,Pravin Kumar,,"Wells Fargo Clearing Services, LLC Sacramento CA 1532 W El Camino Ave",pravin.kumar@wellsfargoadvisors.com,,Salesforce
10844530,Inactive Investor,David Frost,,Arvest Wealth Management Wagoner OK 1521 W Hwy 51,dfrost@arvest.com,,Salesforce
11131716,Inactive Investor,Robert Stovall,,"First Financial Securities of America, Inc. Albuquerque NM 7770 Jefferson St NE",,,Salesforce
9543034,,Karen Krusmark,,,kkrusmark@financialengines.com,,List import
372717,,lea margaliot,,United States,fanyawei12@outlook.com,,source
11175213,Inactive Investor,Kelly Lech,,"Ameriprise Financial Services, LLC Manchester CT 935 Main St",kelly.x.lech@ampf.com,,Salesforce
11177435,Inactive Investor,Regina Hahn,,LPL Financial LLC Ponte Vedra Beach FL 820 A1a N,regina.hahn@lpl.com,,Salesforce
11124338,Inactive Investor,Virginia Jones Smith,Financial Advisor,Edward Jones Kennesaw GA 1925 Vaughn Rd NW,jenny.jones@edwardjones.com,,Salesforce
10953664,Inactive Investor,Fernando Martins Diniz,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,fernando-martins.diniz@jpmorgan.com,,Salesforce
11195269,Inactive Investor,Jeremy Wytaske,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",,,Salesforce
11094406,Inactive Investor,Paul Barton,Financial Advisor,Edward Jones Spring Branch TX 7790 US Hwy 281 N,paul.barton@edwardjones.com,,Salesforce
11118073,Inactive Investor,Leonard Stagnitti,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",,,Salesforce
11203129,Inactive Investor,Christina Harrison,Shareholder;Vice President,First Kentucky Securities Corporation Lexington KY 1500 Leestown Rd,chrish@firstky.com,,Salesforce
9582130,,patrick vdm,,,patrick@tioga.capital,,List import
10995204,Inactive Investor,Andrea Bacon,Financial Advisor,Edward Jones Stevens PA 1828 N Reading Rd,,,Salesforce
10783796,Inactive Investor,Arnold Koonin,Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,arnold.h.koonin@morganstanley.com,,Salesforce
10863339,Inactive Investor,Ted Himelhoch,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Battle Creek MI 928 Columbia Ave W",ted.n.himelhoch@ampf.com,,Salesforce
11001807,Inactive Investor,Toni Anderson,,PFS Investments Inc. New York NY 1430 Broadway,,,Salesforce
9570447,,James Johnstone,,,jim.johnstone@chickasawcap.com,,List import
11099160,Inactive Investor,Lin Xie,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
10926464,Inactive Investor,Jimdah Coden,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,jimdah.coden@jpmorgan.com,,Salesforce
10783057,Inactive Investor,Pamela Werner,Financial Advisor,Edward Jones Sterling CO 1319 W Main St,pam.werner@edwardjones.com,,Salesforce
11048436,Inactive Investor,Cammie Winover,,"Farmers Financial Solutions, LLC The Colony TX 3700 Standridge Dr",cwinover@farmersagent.com,,Salesforce
11180499,Inactive Investor,Daniel Dutton,,L.O. Thomas & Co. Inc.,daniel.dutton@lothomas.com,,Salesforce
11074077,Inactive Investor,Robert Davis,Executive Director - Investments,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,robertj.davis@opco.com,,Salesforce
9645387,,Bun Leap,,,leapseng@mail.com,,List import
11196080,Inactive Investor,Joseline Schwach,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",joseline.schwach@ml.com,,Salesforce
10879899,Inactive Investor,Virginia Brewer,Senior Wealth Advisor,United Capital Financial Advisors Memphis TN 5350 Poplar Ave,gina.brewer@gs.com,,Salesforce
9641703,,First Last,,,mlejna77@gmail.com,,List import
10994393,Inactive Investor,Cody Shaffer,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
9561190,,Dierdre Collins,,,dierdre.collins@ifpadvisor.com,,List import
10822428,Inactive Investor,Tunc Diptas,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",mustafa.diptas@wellsfargoadvisors.com,,Salesforce
11236850,Inactive Investor,Adam Farid,Wealth Advisor,"Adero Partners, LLC Orinda CA Private Residence",adam@aderopartners.com,,Salesforce
10842694,Inactive Investor,Avery Rowe,Senior Client Experience Manager,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,arowe@rockco.com,,Salesforce
9562367,,Aron Lukacs,,,alukacs@ayco.com,,List import
10818307,Inactive Investor,Chester Mongold,,"Madison Avenue Securities, LLC Ponca City OK 400 E Central Ave",cmongold@madisonreps.com,,Salesforce
11050777,Inactive Investor,Jonna Randall Murdock,,"FBL Marketing Services, LLC Cottonwood AZ 1759 E Villa Dr",jonna.randall@fbfs.com,,Salesforce
9622198,,Michael Kieran,,,michael.kieran@ucdconnect.ie,,List import
10802410,Inactive Investor,Frank Arkinson,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",frank.arkinson@rbc.com,,Salesforce
11005726,Inactive Investor,Kelsey Clayton,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9590743,,Ej Thomas,,,ethanthomas.1@hotmail.com,,List import
10921475,Inactive Investor,Brandon Pepe,Financial Advisor,LPL Financial LLC Milford CT 472 Wheelers Farms Rd,brandon.pepe@lpl.com,,Salesforce
54441,,Karsten Dornseif,"Account Executive, Regulatory Contact","Bowers Wealth Management, Inc.",karsten.dornseif@bowerswealth.com,530-864-1652,
9563023,,Christopher Beauvais,,,christopher.beauvais@lfg.com,,List import
10908325,Inactive Investor,Kevin O'Connor,,"Samuel A. Ramirez & Company, Inc.",,,Salesforce
11180046,Inactive Investor,Phillip Sanchez,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,phillip.sanchez@fmr.com,,Salesforce
336449,,Skyler Weinand,Managing Member,Regan Capital,sweinand@regancapital.com,214-550-1710,Manual List Upload
9602986,,John Warnken-Brill,,,jwarnken-brill@vistaequitypartners.com,,List import
11030922,Inactive Investor,Brandon White,,J.P. Morgan Securities LLC Birmingham AL 2401 Crossplex Blvd,,,Salesforce
10968169,Inactive Investor,Elizabeth Lott,Financial Advisor,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",elizabeth.lott@prudential.com,,Salesforce
9567973,,Chukwudi Valentine,,,chukwudivalentine58@gmail.com,,List import
1001943,Inactive Investor,Steven Abernathy,"Founder, Chairman of the Board, CIO & Portfolio Manager",Abernathy Group II,sabernathy@abbygroup.com, +1 212 293 3469,Manual List Upload
10878046,Inactive Investor,Jillian Mcgann,Financial Planner,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,jmcgann@rwbaird.com,,Salesforce
9573640,,Henry Jongerling,,,henry.jongerling@lfg.com,,List import
10974776,Inactive Investor,Adam Hancock,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
9560835,,Paul Touchstone,,,pt@fortpointcap.com,,List import
10927832,Inactive Investor,Justin Trenker,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10769532,Inactive Investor,Jay Grossman,Financial Advisor,Morgan Stanley Woodmere NY Private Residence,jay.grossman@morganstanley.com,,Salesforce
10993631,Inactive Investor,Wolf Louis,,UBS Financial Services Inc. Sarasota FL 1819 Main St,,,Salesforce
9567126,,charles thompson,,,charlet@wellingtonshields.com,,List import
10928571,Inactive Investor,Barbara Sanchez,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,barbara.sanchez@primerica.com,,Salesforce
352312,,Jennifer Brown,Managing Director,Ponder Investment Co,jbrown@ponderco.com,615-690-5541,Manual List Upload
11131268,Inactive Investor,Joud Dwedar,,"Wells Fargo Clearing Services, LLC Palo Alto CA 400 Hamilton Ave",joud.dwedar@wellsfargo.com,,Salesforce
11020171,Inactive Investor,Katherine Chenault,,NYLIFE Securities LLC Osage City KS 410 N 9th St,kmchenault@ft.newyorklife.com,,Salesforce
10859514,Inactive Investor,Steven Lovell,,Morgan Stanley Dublin OH 545 Metro Pl S,chris.lovell@morganstanley.com,,Salesforce
10775140,Inactive Investor,Timothy Keegan,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,timothy.keegan@morganstanley.com,,Salesforce
10932556,Inactive Investor,Lance Cabra,,LPL Financial LLC Baton Rouge LA 17431 Jefferson Hwy,lance.cabra@lpl.com,,Salesforce
11168301,Inactive Investor,Elizabeth Luzunaris,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,elizabeth.luzunaris@primerica.com,,Salesforce
9570160,,Thomas Kapellos,,,tkapellos@me.com,,List import
11108354,Inactive Investor,Zachary Brown,,Morgan Stanley Bradenton FL 1401 Manatee Ave W,,,Salesforce
9556287,,Gracie Turner,,,gracie@advisersusa.com,,List import
11067060,Inactive Investor,Lena Sohn,,"The Leaders Group, Inc.",,,Salesforce
10798368,Inactive Investor,Robert Pierson,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,robert.pierson@gs.com,,Salesforce
11050713,Inactive Investor,Susan Morton,,J.P. Morgan Securities LLC Marina Del Rey CA 13175 Mindanao Way,susan.morton@jpmorgan.com,,Salesforce
10970328,Inactive Investor,Luis Guerra,,J.P. Morgan Securities LLC Menlo Park CA 650 Santa Cruz Ave,luis.guerra@jpmorgan.com,,Salesforce
10894983,Inactive Investor,John Gawelski,,"Northwestern Mutual Investment Services, LLC",johngawelski@northwesternmutual.com,,Salesforce
10956996,Inactive Investor,Christopher Robles,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
11205249,Inactive Investor,David Demars,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",david.demars@lfg.com,,Salesforce
10828927,Inactive Investor,Kirk Francis,Chief Compliance Officer;Chief Executive Officer;Partner,Financial Life Advisors,,,Salesforce
11082392,Inactive Investor,Jennifer Fisher,,"Sanctuary Securities, Inc. Moorestown NJ 224 Strawbridge Dr",jfisher@sanctuarywealth.com,,Salesforce
10851922,Inactive Investor,Jared Wirsig,,"Northwestern Mutual Investment Services, LLC Lees Summit MO 3600 NE Ralph Powell Rd",jared.wirsig@nm.com,,Salesforce
10975769,Inactive Investor,Rachel Evans,,LPL Financial LLC Waterloo IA 1827 Ansborough Ave,rachel.evans@lpl.com,,Salesforce
11164974,Inactive Investor,Wayne Templet,,Cetera Investment Services LLC New Orleans LA 5200 Mounes St,,,Salesforce
11127407,Inactive Investor,Penelope Gay,,PFS Investments Inc. Reidsville GA 445 W Brazell St,pgay@primerica.com,,Salesforce
11164551,Inactive Investor,Nathan Dyson,,"Allstate Financial Services, LLC Tupelo MS 704 Hillcrest Dr",andydyson@allstate.com,,Salesforce
11176352,Inactive Investor,Alexander Ruffin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
345130,,Madding King,Managing Director,"Brookline Investments, Inc.",madding@camponeventures.com,205-263-2332,Manual List Upload
10990108,Inactive Investor,Michael Griego,Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,mgriego@rwbaird.com,,Salesforce
9619418,,Daniel Kraninger,,,dkraninger@northcoastam.com,,List import
334977,,Theodore Levin,Vice President,Grant Koehler & Levin Ltd.,ted@dollarsatwork.com,262-242-3770,Manual List Upload
10910409,Inactive Investor,Matthew Costanzo,,Cetera Advisors LLC Wexford PA 180 Swinderman Rd,matthew.costanzo@ceteraadvisors.com,,Salesforce
236918,, -,,[[Unknown]],xcldu4xa5h1pb1i8l1db@kill-the-newsletter.com,,
11115039,Inactive Investor,Anthony Greco,,The Huntington Investment Company Beaver PA 671 3rd St,,,Salesforce
10972616,Inactive Investor,Jocelyn Theodore,,"Osaic Institutions, Inc. Concord NH 89 N Main St",,,Salesforce
11043361,Inactive Investor,George Centeno,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,george_centeno@vanguard.com,,Salesforce
11088294,Inactive Investor,Thomas Williams,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",tommywilliams@ml.com,,Salesforce
11110021,Inactive Investor,Carolyn Phillips,,"MML Investors Services, LLC Mount Morris NY 81 Main St",caphillips@financialguide.com,,Salesforce
11061057,Inactive Investor,Steven Lakso,Financial Advisor,LPL Financial LLC Anaheim CA 2300 E Katella Ave,steven.lakso@lpl.com,,Salesforce
11015508,Inactive Investor,Nathan Wetzel,,"Equitable Advisors, LLC Meridian ID Private Residence",nathan.wetzel@equitable.com,,Salesforce
10756513,Inactive Investor,Ryan Lynch,Financial Advisor,UBS Financial Services Inc. Sarasota FL 1819 Main St,ryan.p.lynch@ubs.com,,Salesforce
10790635,Inactive Investor,Allison Butler,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,allison.butler@morganstanley.com,,Salesforce
10829898,Inactive Investor,Glenn Sowalskie,,NYLIFE Securities LLC Burlington VT Private Residence,gsowalski@ft.newyorklife.com,,Salesforce
11173125,Inactive Investor,Michael Flenoy,,Cash App Investing LLC,,,Salesforce
11177688,Inactive Investor,Patrick Manion,Complex Manager,Morgan Stanley Dallas TX 2121 N Pearl St,patrick.manion@morganstanley.com,,Salesforce
11195004,Inactive Investor,Jordan Duncan,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
10618731,,Matthew Voss,,,matthew.voss@morganstanley.com,,List Import
11036333,Inactive Investor,Carlos Sanchez,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,clsanchez@ft.newyorklife.com,,Salesforce
10925492,Inactive Investor,Jon Zimmerman,Financial Advisor,Edward Jones Denver CO 12596 W Bayaud Ave,colin.zimmerman@edwardjones.com,,Salesforce
10861130,Inactive Investor,Gregory Bonzelaar,,"American Independent Securities Group, LLC Graham TX Private Residence",gbonzelaar@aisgadvisor.com,,Salesforce
10786322,Inactive Investor,John Beamer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,john.beamer@fidelity.com,,Salesforce
11147607,Inactive Investor,Scott Spilkevitz,,"Citi Private Alternatives, LLC",scott.spilkevitz@citi.com,,Salesforce
11154904,Inactive Investor,Kelvin Thomas,,State Farm VP Management Corp. Fremont CA 3100 Capitol Ave,,,Salesforce
9611841,,Manuel Castosa Lorenzo,,,manuel_castosa@hotmail.com,,List import
336037,,John Thinnes,Consultant,Andco Consulting,johnt@andcoconsulting.com,844-442-6326,Manual List Upload
11150902,Inactive Investor,Marcus Stagliano,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,marcus.stagliano@lpl.com,,Salesforce
10971318,Inactive Investor,Justin Kiuttu,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11089618,Inactive Investor,Bradley Gempeler,,&Partners Buffalo Grove IL 1130 W Lake Cook Rd,,,Salesforce
11233052,Inactive Investor,David Hilditch,,"Osaic Wealth, Inc. Crosby TX 102 Spanish Cove Dr",,,Salesforce
10909464,Inactive Investor,Ramona Lopez,,PFS Investments Inc. Phoenix AZ 645 E Missouri Ave,ramona.lopez@primerica.com,,Salesforce
10842027,Inactive Investor,John Nash,,"Level Four Financial, LLC Raleigh NC 4001 Barrett Dr",jnash@levelfourfinancial.com,,Salesforce
10765172,Inactive Investor,Paula Scali,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",paula_scali@ml.com,,Salesforce
9551965,,Ying Zhu,,,ying.zhu@transamerica.com,,List import
352938,,Justinian Boghici,GC,CEX.IO,hello@ratedcounsel.com,,Event
11056139,Inactive Investor,Jerold Vomhof,Financial Advisor,Thrivent Investment Management Inc. Watertown WI 116 S 3rd St,jerry.vomhof@thrivent.com,,Salesforce
9564726,,Efremfon Eduo,,,efreduo@yahoo.com,,List import
9550050,,Keith Waterman,,,kwatermanfx@yahoo.com,,List import
9614081,,Jose Llanos,,,jllanos@lwadi.com,,List import
9574081,,Paul Svetik,,,psvetik@financialguide.com,,List import
10875435,Inactive Investor,Maria Erickson,Chief Compliance Officer;Financial Planning Consultant;Founder,"Freedom Financial & Business Planning, LLC",merickson@freedomfinancialplan.com,,Salesforce
11120328,Inactive Investor,Beatriz Perez,,J.P. Morgan Securities LLC Tucson AZ 6000 N Oracle Rd,beatriz.perez@jpmorgan.com,,Salesforce
10892268,Inactive Investor,John Kelly,,"PTS Brokerage, LLC Pitman NJ Private Residence",,,Salesforce
10990970,Inactive Investor,Christian Gomez,,"Brooklight Place Securities, Inc.",,,Salesforce
9546462,,Rene Henriksen,,,rhenriksen@firstrepublic.com,,List import
10808104,Inactive Investor,Andrey Movsesyan,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",andrey.movsesyan@ml.com,,Salesforce
10916407,Inactive Investor,Christopher Minko,Owner;Wealth Manager,Minko Wealth,,,Salesforce
11231859,Inactive Investor,Yevgeniy Krasnov,,"Transamerica Financial Advisors, Inc Las Vegas NV 8861 W Sahara Ave",,,Salesforce
11160480,Inactive Investor,Dane Abbott,Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,dane.abbott@ubs.com,,Salesforce
219346,,Clark Rollins,,[Unknown],brollins@rollinslp.com,,source
11085299,Inactive Investor,Raymond Congelosi,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",rcongelosi@financialguide.com,,Salesforce
10931318,Inactive Investor,Adam Gutkin,Vice President,TD Private Client Wealth LLC Bernardsville NJ 70 Morristown Rd,adam.gutkin@td.com,,Salesforce
11196042,Inactive Investor,Craig Lappen,Chief Compliance Officer;President,Twenty-First Century Financial Advisors Inc,,,Salesforce
11028551,Inactive Investor,Robert Dure,,"MML Investors Services, LLC Brownsburg IN 7230 Arbuckle Cmns",rdure@financialguide.com,,Salesforce
10916158,Inactive Investor,Justin Smith,,"Raymond James Financial Services, Inc. Madison NC 206 S Market St",,,Salesforce
9602893,,Laura West,,,laura@westfinancialadvisors.com,,List import
10866462,Inactive Investor,Kurt Kovalick,,"RBC Capital Markets, LLC",,,Salesforce
10841240,Inactive Investor,Cody Schnipke,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
11094935,Inactive Investor,Michael Chelius,Principal,REDW Wealth LLC,mchelius@redw.com,,Salesforce
11176565,Inactive Investor,Jeremy Thomason,Financial Advisor,Edward Jones Lexington SC 127 Library Hill Ln,jeremy.thomason@edwardjones.com,,Salesforce
10987433,Inactive Investor,Abigail Wheeler,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9597708,,Chloe Briel,,,cbriel@wealthenhancement.com,,List import
10931517,Inactive Investor,Casey Mathias,,Cetera Advisor Networks LLC,casey.mathias@cetera.com,,Salesforce
10997339,Inactive Investor,Brandon Smith,,Cetera Investment Services LLC Metairie LA 521 Veterans Memorial Blvd,,,Salesforce
11075927,Inactive Investor,Dimitri Eliopoulos,Chief Executive Officer,"Curi RMB Capital, LLC",dimitri.eliopoulos@rmbcap.com,,Salesforce
10992679,Inactive Investor,Felipe Gonzalez,Preferred Relationship Manager,"Fifth Third Securities, Inc. Gallatin TN 1131 Nashville Pike",felipe.gonzalez@53.com,,Salesforce
10920686,Inactive Investor,Ryan Kitson,Chief Compliance Officer;Managing Principal,"WRK Investments, LLC",,,Salesforce
10781340,Inactive Investor,Maria Mirzaaghasi,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,isabel.mirzaaghasi@ubs.com,,Salesforce
9639268,,Richard Henry,,,richard.henry@hawthorn.pnc.com,,List import
218196,,Jason Carlyle,,[Unknown],cryptocarlyle@gmail.com,,Direct
11095448,Inactive Investor,Tara Casares,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9617108,,James Lenoir,,,jameslenoir64@yahoo.com,,List import
10821194,Inactive Investor,Jason Stanley,,"Raymond James Financial Services, Inc. Liberty Hill TX 1905 Loop 332",jason.s.stanley@raymondjames.com,,Salesforce
10875654,Inactive Investor,Charles Hinde,,"Osaic Wealth, Inc. Saint Joseph MO 2407 N Woodbine Rd",,,Salesforce
11107966,Inactive Investor,John Drow,Vice President - Private Client Group,Colliers Securities LLC,j.d@colliers.com,,Salesforce
10990283,Inactive Investor,Jason Roesler,,"Ameritas Investment Company, LLC Everett WA 1902 120th Pl SE",jason.roesler@ameritas.com,,Salesforce
9550590,,Carl Holubowich,,,cholubowich@afmfa.com,,List import
9595891,,Joni Young,,,youngjoni318@yahoo.com,,List import
333429,,Ryan Hill,,Wesbanco Trust,ryan.hill@wesbanco.com,,
10877901,Inactive Investor,Brian Tammaro,Financial Advisor,Janney Montgomery Scott LLC Independence OH 5005 Rockside Rd,btammaro@janney.com,,Salesforce
10578685,,imran ali,,,imranalilail786@gmail.com,03702050618,Web Form Fillout
10833585,Inactive Investor,Francis Hoey,Chief Compliance Officer;President;Principal,"Hoey Investments, Inc.",fhoey@hoeyinvestments.com,,Salesforce
10598081,,Nivaldo Junior,,,juniorskateboard11@hotmail.com,,Web Form Fillout
11219020,,Austin Linden,,,lindena@ceteranetworks.com,,Other
341482,,Hampton Lynch,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,hampton.lynch@bbh.com,212-483-1818,Manual List Upload
9564538,,Bruce Leventhal,,,brucel59@yahoo.com,,List import
239055,,Janis Udan,,[Unknown],jan15ianneudan@gmail.com,,Direct
9587731,,Jarret McFarland,,,jarretmcfarland@financialguide.com,,List import
10941319,Inactive Investor,Joshua Blount,Sales Associate,LPL Financial LLC Springdale AR 6576 Lynchs Prairie Cv,joshua.blount@lpl.com,,Salesforce
9586813,,Julie Deets,,,julied@amgteam.com,,List import
9571452,,Naveen Kumar,,,naveenwinsome@gmail.com,,List import
9620973,,John Jasnoch,,,jasnoch@huskers.unl.edu,,List import
9546379,,????? ?,,,2433384194@qq.com,,List import
10803930,Inactive Investor,Seth Shimansky,Financial Advisor,"Wells Fargo Clearing Services, LLC Asheville NC 800 Merrimon Ave",seth.shimansky@wellsfargo.com,,Salesforce
10612074,,Peter McCabe,"Financial Advisor, First Vice President - Wealth Management",,peter.mccabe@morganstanley.com,,List Import
11209933,Inactive Investor,Ricardo Nunez,,J.P. Morgan Securities LLC Wilkes Barre PA 25 Public Sq,,,Salesforce
10982243,Inactive Investor,Riley Keenan,Senior Advisor Associate,Wealthspire Advisors,riley.keenan@wealthspire.com,,Salesforce
172541,,Tim De Santa,,[Unknown],timdesanta@gmail.com,,Organic Search
10967259,Inactive Investor,Joseph Genco,,"Farmers Financial Solutions, LLC Las Vegas NV 4955 S Durango Dr",jgenco1@farmersagent.com,,Salesforce
11180337,Inactive Investor,Edward Carney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",edward_carneyiii@ml.com,,Salesforce
10790224,Inactive Investor,Anne Sutcliff,Senior Institutional Consultant;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",anne.sutcliff@wellsfargoadvisors.com,,Salesforce
10912299,Inactive Investor,Robert White,,Fidelity Brokerage Services LLC,,,Salesforce
10976164,Inactive Investor,Logan Bailey,,LPL Financial LLC Oklahoma City OK 3817 NW Expy,,,Salesforce
11018862,Inactive Investor,Matthew Westmoreland,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",matthew.westmoreland@nm.com,,Salesforce
11102080,Inactive Investor,David Civil,,"Sanford C. Bernstein & Co., LLC",david.civil@bernstein.com,,Salesforce
11140710,Inactive Investor,Mtchell Mchenry,,"American Global Wealth Management, Inc.",,,Salesforce
10763798,Inactive Investor,Ana Pequeneza,Senior Client Service Associate,"Raymond James & Associates, Inc. Walnut Creek CA 2999 Oak Rd",ana.pequeneza@raymondjames.com,,Salesforce
10846985,Inactive Investor,Maritza Montanez,,PFS Investments Inc. Lodi NJ 2 State RT 17 S,maritza.montanez@primerica.com,,Salesforce
11164693,Inactive Investor,Patrick Parker,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",pparker3@ml.com,,Salesforce
11069061,Inactive Investor,Vincent Bruno,,Spencer-Winston Securities Corporation,,,Salesforce
242117,,Peter Sims,VP of Corporate Development,OneDigital,peter.sims@onedigital.com,,Event
11189045,Inactive Investor,Tiara Harris,,"Osaic Wealth, Inc. Kansas City MO 1101 Walnut St",,,Salesforce
10778375,Inactive Investor,Lori Hoffman,Financial Advisor,Edward Jones Trinidad CO 134 W Main St,lori.hoffman@edwardjones.com,,Salesforce
10985897,Inactive Investor,Craig Barton,,J.P. Morgan Securities LLC New Bedford MA 448 Dartmouth St,craig.barton@jpmorgan.com,,Salesforce
11076266,Inactive Investor,Nelson Matzen,,"Avantax Investment Services, Inc.",,,Salesforce
10878067,Inactive Investor,Rocco Neis,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,rocco.neis@ms.com,,Salesforce
11148506,Inactive Investor,Lawrence Allen,,"Hornor, Townsend & Kent, LLC North Andover MA 5 Beacon Hill Blvd",lallen@htk.com,,Salesforce
11053576,Inactive Investor,Jeramey Probert,,"Raymond James Financial Services, Inc. Silverdale WA 3500 NW Bucklin Hill Rd",jeramey.probert@raymondjames.com,,Salesforce
10648390,,Adam Carey,,,adam.carey@fmr.com,,List Import
11217890,,Olivia Degois Sainz,,,olivia.degois-sainz@jpmorgan.com,,List Import
11261094,Inactive Investor,Nathan Mueting,Financial Advisor,SageSpring Wealth Partners,nathan.mueting@sagespring.com,,Salesforce
371930,,Tim Wilson,,United States,timw@imagecompanies.com,,Salesforce
338891,,Andrew Molloy,Relationship Manager,"Hilton Capital Management, Llc",molloya@hiltoncm.com,516-693-5380,Manual List Upload
11220054,,Todd Pettibon,,,todd@tothfinancial.com,,Other
10777124,Inactive Investor,Jack Bowman,Chief Compliance Officer;President,"The Private Investment Group, Inc.",jackbowman@privateinvestmentgroup.com,,Salesforce
10937574,Inactive Investor,Alan Neese,Chief Compliance Officer;President,Retirement Income Strategies Inc.,alan@lifeandlegacy360.com,,Salesforce
343426,,Andrew Laing,Business Development Manager,Campbell Global,alaing@campbellgroup.com,503-275-9675,Manual List Upload
9616317,,Earl Richard,,,richard.earl@spglobal.com,,List import
11184532,Inactive Investor,Bahman Rouholiman,,"Allstate Financial Services, LLC Louisville KY 8250 Watterson Trl",bahmanrouholiman@allstate.com,,Salesforce
11032340,Inactive Investor,Lowell Taylor,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,jared.taylor@ncsecu.org,,Salesforce
10844377,Inactive Investor,Kathryn Noel,Financial Advisor;Investment Advisor Representative,"Access Financial Services, Inc.",katie@accessfinsvcs.com,,Salesforce
10939402,Inactive Investor,Barry Levan,,LPL Financial LLC Portland OR 8383 NE Sandy Blvd,barry.levan@lpl.com,,Salesforce
10976706,Inactive Investor,Jason Satir,Manager - Retirement Plan Services,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",jason.satir@schwab.com,,Salesforce
9557747,,Maurice Ruhter,,,maurice.ruhter@transamerica.com,,List import
10947418,Inactive Investor,Jessica Simmons,Financial Advisor,"TCP Asset Management, LLC",jessica@tcpasset.com,,Salesforce
10840895,Inactive Investor,Stuart Winfree,,"Cambridge Investment Research, Inc. Jacksonville FL 4776 Hodges Blvd",,,Salesforce
10889412,Inactive Investor,Drew Stuart,Financial Planner,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",drew.stuart@schwab.com,,Salesforce
10880442,Inactive Investor,Michael Pysher,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_pysher@vanguard.com,,Salesforce
11165414,Inactive Investor,Lauren Gutierrez,,Goldman Sachs & Co.,,,Salesforce
9621298,,Mateusz Roman Jaworek,,,thejawor@gmail.com,,List import
11204454,Inactive Investor,Theresa Weaver,District Leader,PFS Investments Inc. Quakertown PA 101 E Mill St,tweaver.8ssnw@primerica.com,,Salesforce
10929481,Inactive Investor,Ashley Bender,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10963727,Inactive Investor,Waseem Khan,Assistant Vice President;Financial Advisor,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,waseem.khan2@td.com,,Salesforce
240491,,Scott Boone,Director of Trading and Portfolio Management,AdventHealth,scott.s.boone@adventhealth.com,,Event
10858598,Inactive Investor,Stephanie Williams,Chief Compliance Officer,"ValueWealth Services, LLC",sbunnell@valuewealthservices.com,,Salesforce
10455856,,Gary Gilbert,,,thaisail@gmail.com,,Web Form Fillout
9585792,,Ajmer Singh,,,creativeword@zohomail.com,,List import
9635726,,Philippe Schenk,,,pschenk@jwchilds.com,,List import
10939339,Inactive Investor,John Hodges,,"Woodmen Financial Services, Inc.",jdhodges@woodmen.org,,Salesforce
10865843,Inactive Investor,Joshua Lewis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10752326,Inactive Investor,Clifton Lee,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",cliff.lee@ampf.com,,Salesforce
11102462,Inactive Investor,Thulio Goncalves,Investment Product Specialist;Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,thulio.goncalves@jpmorgan.com,,Salesforce
10860296,Inactive Investor,Yale Bock,Owner;President,YH&C Investments Inc.,,,Salesforce
228633,, -,,[[Unknown]],rosario.pabst@gmail.com,,
9565515,,Todd Wangler,,,twangler@wanglerwealth.com,,List import
10929341,Inactive Investor,Kenneth Tanaka,,"Avantax Investment Services, Inc. Huntington Beach CA 16872 Bolsa Chica St",,,Salesforce
10926798,Inactive Investor,Augusto Gaymer,,MissionSquare Investment Services,agaymer@icmarc.org,,Salesforce
11166960,Inactive Investor,James Gibbs,,Cetera Advisor Networks LLC Ashland KY 5048 Banbury Rd,,,Salesforce
222756,,Luke R,,[Unknown],newtonlr.trade@gmail.com,,Direct
10473559,,Awais Malik,,,tomuncle1000@icloud.com,,Web Form Fillout
10865301,Inactive Investor,Philip Glasser,,Citigroup Global Markets Inc.,philip.glasser@citigroup.com,,Salesforce
10946251,Inactive Investor,Lauren Gwinn,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11186103,Inactive Investor,Joseph Meccia,,LPL Financial LLC Seminole FL 13912 Dominica Dr,joseph.meccia@lpl.com,,Salesforce
9570000,,Michael Pelliccione,,,mpelliccione@mooncapital.com,,List import
10766397,Inactive Investor,Patrick Hill,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Denver CO 1550 Market St,patrick.hill@morganstanley.com,,Salesforce
11128512,Inactive Investor,Katherine Kolonich,Financial Advisor,Edward Jones Owensboro KY 3310 Professional Park,katie.kolonich@edwardjones.com,,Salesforce
11009559,Inactive Investor,Huma Faheem,,"Allstate Financial Services, LLC Staten Island NY 2031 Forest Ave",humafaheem@allstate.com,,Salesforce
11088332,Inactive Investor,Tai Nguyen,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 11601 Alterra Pkwy",,,Salesforce
10832363,Inactive Investor,Debby Sieb,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",debby.sieb@raymondjames.com,,Salesforce
206400,,Karsten Stroyberg,,[Unknown],kstr@danskebank.dk,,
10510138,,Aziz Khokhar,ETF Product Specialist,S&P Global Market Intelligence,azizullah.khokhar@spglobal.com,,List Import
11029946,Inactive Investor,Jeffrey Allen,Financial Advisor,Edward Jones Tacoma WA 2915 McCarver St,jeff.allen@edwardjones.com,,Salesforce
10745960,,Alex Sobel,,,asobel12321@gmail.com,6312555143,Web Form Fillout
119327,,Jason Sandfort,"Advisor, Investment Advisor Representative","Angell Capital Management, LLC",jsandfort@angellcapital.com,636-896-8000,
11146267,Inactive Investor,Brian Dreier,,"Cambridge Investment Research, Inc. Quincy IL 1022 Maine St",,,Salesforce
11254451,Inactive Investor,Sawyer Lynn,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
248528,,Jeremy Hazan,Product Associate,Ava Labs,jeremy.hazan@avalabs.org,,Manual List Upload
10995076,Inactive Investor,Andrew Mccoy,,J.P. Morgan Securities LLC Canal Winchester OH 6314 Gender Rd,andrew.mccoy@jpmorgan.com,,Salesforce
10935401,Inactive Investor,Amy Oliver,,The Huntington Investment Company West Milton OH 25 Lowry Dr,,,Salesforce
11117358,Inactive Investor,Daniel Londono,Client Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,daniel.restrepolondono@jpmorgan.com,,Salesforce
9646170,,Kristaps Straumens,,,k.straumens@gmail.com,,List import
10939059,Inactive Investor,Kristin Dowdy,,State Farm VP Management Corp. Shallotte NC 4519 Main St,kristin.n.williamson.saru@statefarm.com,,Salesforce
335460,,Matthew Shirilla,Vice President,"K2/d&s Management Co., L.l.c.",matthew.shirilla@franklintempleton.com,203-348-5252,Manual List Upload
10348699,,greg ioffe,,,greg.ioffe@vixtera.com,,
9607845,,Make Leinone,,,juginmyyntitili@gmail.com,,List import
11040711,Inactive Investor,Jon Lindquist,Managing Member,"Linx Equities, LLC",,,Salesforce
11106086,Inactive Investor,Roger Desai,Managing Director - Consulting,"Lynx Investment Advisory, LLC Columbia MD 8850 Columbia 100 Pkwy",rdesai@lynxinvestment.com,,Salesforce
9568436,,Kiran -,,,kkumaraninvestments@gmail.com,,List import
10801068,Inactive Investor,Bradley Lundquist,Vice President,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,blundquist@rwbaird.com,,Salesforce
10766925,Inactive Investor,Luisana Sanchez,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",luisana.sanchez@ml.com,,Salesforce
11174743,Inactive Investor,Charlie Wright,Financial Advisor,Edward Jones Dallas TX 5430 Lyndon B Johnson Fwy,trey.wright@edwardjones.com,,Salesforce
11183523,Inactive Investor,Wesley Sorensen,Vice President,Householder Group Estate & Retirement Specialists Hurst TX 1241 Southridge Ct,wsorensen@householdergroup.com,,Salesforce
9602104,,Juan Manuel,,,aggelo143@hotmail.com,,List import
11000671,Inactive Investor,Dantes Rosete,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",dantes.rosete@tfaconnect.com,,Salesforce
11043708,Inactive Investor,Erick Quiroz Pinto,,J.P. Morgan Securities LLC Kensington MD 2801 University Blvd W,,,Salesforce
11116680,Inactive Investor,Rachel Broekemeier,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,rbroekemeier@primerica.com,,Salesforce
11010134,Inactive Investor,Karina Guzman,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,karina.guzman.dcrz@statefarm.com,,Salesforce
10798736,Inactive Investor,Beth Golden,Senior Registered Associate,Morgan Stanley Boca Raton FL 1801 N Military Trl,beth.a.golden@morganstanley.com,,Salesforce
11011379,Inactive Investor,Marion Dean,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,marion.dean@primerica.com,,Salesforce
10505128,,Aaron Baker,MANAGING DIRECTOR,"BAKER & ASSOCIATES RIA, LLC",abaker981@gmail.com,5103250676,List Import
10994023,Inactive Investor,Stephanie Hoeflein,,Vanguard Marketing Corporation,stephanie_hoeflein@vanguard.com,,Salesforce
11135203,Inactive Investor,Paul Whelan,,Morgan Stanley,,,Salesforce
9621221,,Nguy?n M?nh,,,manhktpt59@gmail.com,,List import
9608701,,Dirk Hettrich,,,dirk.hettrich@t-online.de,,List import
10862390,Inactive Investor,Tia Pettygrue,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,tia.pettygrue@primerica.com,,Salesforce
9567137,,Humberto Martinez,,,contacto@iciintegra.com,,List import
8552670,,Justin Drogba,,,ryleekai@sirpanggara.my.id,,Web Form Fillout
11008914,Inactive Investor,Ian Taylor,,"Saybrus Equity Services, LLC Saint Michael MN 10116 42nd St NE",itaylor@saybruspartners.com,,Salesforce
11174445,Inactive Investor,Marc Shenker,,J.P. Morgan Securities LLC Riverton NJ 113 Rte 130 S,marc.shenker@chase.com,,Salesforce
10976451,Inactive Investor,Bogdan Ryabyy,,MWA Financial Services Inc. Hershey PA 20 Briarcrest Sq,bogdan.y.ryabyy@mwarep.org,,Salesforce
351588,,Franklin Alvarez,Assistant Controller,"The Sterling Group, L.p.",falvarez@sterling-group.com,713-877-8257,Manual List Upload
11015331,Inactive Investor,Stephen Saunders,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,steve.saunders.qbi8@statefarm.com,,Salesforce
11235063,Inactive Investor,Jennifer Paterson,Administrative Assistant,JourneyTree Financial Advisors,jennifer@journeytree.com,,Salesforce
237193,,Anthony -,,Anthony [[Unknown]],anthonysosa2001@gmail.com,,
11196858,Inactive Investor,Ricardo Perez-Collazo,,Nationwide Planning Associates Inc. Mayaguez Bio Plz,,,Salesforce
10979486,Inactive Investor,Lifeng Liu,,Goldman Sachs & Co.,,,Salesforce
10780957,Inactive Investor,Vincent Pfeifer,Financial Advisor,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",vincent.pfeifer@wellsfargoadvisors.com,,Salesforce
10823821,Inactive Investor,Austin Whitley,Financial Advisor,Morgan Stanley Memphis TN 6410 Poplar Ave,austin.whitley@morganstanley.com,,Salesforce
10931989,Inactive Investor,Brian Fitzpatrick,,"FBL Marketing Services, LLC Omaha NE 11850 Nicholas St",brian.fitzpatrick@fbfs.com,,Salesforce
11147089,Inactive Investor,Aaron Weinstock,Investment Advisor Representative,LPL Financial LLC Tampa FL 7250 Sheldon Rd,aaron.weinstock@lpl.com,,Salesforce
11190298,Inactive Investor,Jason Mcevoy,Financial Advisor,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,jmcevoy@janney.com,,Salesforce
10805704,Inactive Investor,Anthony Wibur,Registered Client Service Associate,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,anthony.wibur@ubs.com,,Salesforce
11177909,Inactive Investor,Eric Alma,,J.P. Morgan Securities LLC New York NY 71 W 23rd St,eric.x.alma@jpmorgan.com,,Salesforce
10922822,Inactive Investor,Gregory Harrington,,"Allstate Financial Services, LLC Wantagh NY 749 Wantagh Ave",gregoryharrington@allstate.com,,Salesforce
11210700,Inactive Investor,Randall Vincent,Investment Advisor;President;Principal,"Stonebrook Capital Management, Inc. Hanover IL Private Residence",,,Salesforce
9593590,,John Reifsnider,,,jreifsnider@tswinvest.com,,List import
10807972,Inactive Investor,Mark Walker,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 3125 Springbank Ln",mark.x.walker@ampf.com,,Salesforce
10804128,Inactive Investor,John Luy,Managing Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated,jluy@rwbaird.com,,Salesforce
11057721,Inactive Investor,Morgan Reif,Financial Advisor,Edward Jones Billings MT 1668 Gleneagles Blvd,morgan.reif@edwardjones.com,,Salesforce
9608174,,Ignacio Ruiz,,,iruiz300@gmail.com,,List import
11151038,Inactive Investor,Chris Featherstone,Chief Compliance Officer;Managing Member;Principal,"Madison Park Capital Advisors, LLC",chris@madisonparkca.com,,Salesforce
11283787,,"Laurie Tranten, Ed.S.",,,ltranten@msad11.org,,Web Form Fillout
10783756,Inactive Investor,Stewart Kesmodel,Head - Capital Markets Solutions,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,stewart.kesmodel@ubs.com,,Salesforce
11032829,Inactive Investor,Merritt Roberts,,"FBL Marketing Services, LLC Guthrie OK 2102 W Noble Ave",merritt.roberts@fblfinancial.com,,Salesforce
11062534,Inactive Investor,Jon Delamare,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9587260,,Jonny Hash,,,p2personceo@gmail.com,,List import
10989618,Inactive Investor,Nicholas Solanke,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11012007,Inactive Investor,William Thomas,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",william.thomas@prudential.com,,Salesforce
10923622,Inactive Investor,Elizabeth Zarate,,J.P. Morgan Securities LLC Houston TX 600 Travis St,elizabeth.t.burdett@jpmorgan.com,,Salesforce
9613262,,D. Michael Thompson,,,mdthompson@williamblair.com,,List import
10510900,,wanda toro,Ms,finances for real life,wanda.toro@lpl.com,,List Import
11001549,Inactive Investor,Alex Witting,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,awitting@primerica.com,,Salesforce
10941257,Inactive Investor,Sandy Capobianco,Chief Compliance Officer,Savior Wealth Wellesley MA 40 Washington St,sandy@saviorwealth.com,,Salesforce
10948209,Inactive Investor,Ethan Zagorianakos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 557 Tremont St",ethan.zagorianakos@ml.com,,Salesforce
66222,,Mark Nickel,"Managing Director, Wealth Manager","First Republic Investment Management, Inc.",mnickel@firstrepublic.com,415-398-8880,
11030761,Inactive Investor,David Green,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Malvern PA 617A Swedesford Rd",david.a.green@ampf.com,,Salesforce
11155661,Inactive Investor,Elijah Smarr,,J.P. Morgan Securities LLC,,,Salesforce
11131747,Inactive Investor,Tyler Neal,Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,tyler.neal@ubs.com,,Salesforce
11104694,Inactive Investor,Suzanne Heron,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,suzanneheron.team@fidelity.com,,Salesforce
11206073,Inactive Investor,Jon Reynolds,,LPL Financial LLC Pascagoula MS 633 Delmas Ave,jon.reynolds@lpl.com,,Salesforce
9584769,,Brett Hickey,"Chief Executive Officer, Founder, Managing Member, Regulatory Contact","Star Mountain Fund Management, LLC",brett.hickey@starmountaincapital.com,,List import
9554795,,Mark Garbacik,,,mgarbacik@oldoakfinancial.com,,List import
10921875,Inactive Investor,Amanda Moffitt,Paraplanner,"Ameriprise Financial Services, LLC Great Neck NY 98 Cuttermill Rd",amanda.moffitt@ampf.com,,Salesforce
146928,,Fiona Zhan,,[Unknown],superzrr@gmail.com,,
11067095,Inactive Investor,Julian Einfrank,Senior Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Chicago IL 1 N Franklin St",julian.einfrank@claconnect.com,,Salesforce
10972500,Inactive Investor,Breanne Stevens,,Vanguard Marketing Corporation,breanne_stevens@vanguard.com,,Salesforce
11075543,Inactive Investor,Alejandro Lofaso,,"J.W. Cole Financial, Inc. West Palm Beach FL 5652 Corporate Way",,,Salesforce
348915,,Donald Cobin,"Chairman Of The Board, President, Chief Executive Officer, Portfolio Manager",Kennedy Capital Management,dcobin@kennedycapital.com,314-432-0400,Manual List Upload
9543017,,James Phillips,,,bud1how@gmail.com,,List import
10961183,Inactive Investor,Tiffany Schrader,Investment Advisor Representative,LPL Financial LLC Layton UT 2363 N Hill Field Rd,tiffany.schrader@lpl.com,,Salesforce
9623066,,Clint Legnani,,,clint.sandiego@gmail.com,,List import
10580966,,Randy Schoch,,,rschoch@direstaurants.com,,Web Form Fillout
9544301,,Ron Siemens,,,rsiemens77@hotmail.com,,List import
11182949,Inactive Investor,Russell Murphy,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,russell.murphy@fmr.com,,Salesforce
10919290,Inactive Investor,Zachary Hoggard,Financial Advisor,"Ameriprise Financial Services, LLC Jonesboro AR 2520 Alexander Dr",zachary.hoggard@ampf.com,,Salesforce
11124613,Inactive Investor,Jalese Stone,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10957933,Inactive Investor,Angel Morales,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,angel_morales@vanguard.com,,Salesforce
11213485,Inactive Investor,Bret Stites,,"Transamerica Financial Advisors, Inc Cincinnati OH 4357 Ferguson Dr",bret.stites@tfaconnect.com,,Salesforce
9647914,,John A Speer,Instructor,ASID,jaspeer@gmail.com,403-860-0539,List import
9560011,,Joshua Allison,,,josh.allison@united.com,,List import
11120449,Inactive Investor,Savannah Sakowski,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10897300,Inactive Investor,Ryan Toombs,,"Allstate Financial Services, LLC Tampa FL 16590 N Dale Mabry Hwy",ryantoombs@allstate.com,,Salesforce
11034184,Inactive Investor,Aqeela Fogle,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",aqeela.fogle@prudential.com,,Salesforce
10899438,Inactive Investor,Peggy Cotter,,Aeternum Advisors,,,Salesforce
11206711,Inactive Investor,Anasofia Garcia,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",anasofia.garcia@raymondjames.com,,Salesforce
9591298,,Myat Myat Swe,,,acbd63156@gmail.com,,List import
10871141,Inactive Investor,Anisa Gjermeni,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shelton CT 1 Trap Falls Rd",anisa.gjermeni@ml.com,,Salesforce
10770129,Inactive Investor,Aeramy Porter,,NYLIFE Securities LLC Wichita KS 3411 N Webb Rd,aporter@ft.newyorklife.com,,Salesforce
11121850,Inactive Investor,Jerad Grove,,"FBL Marketing Services, LLC Butte MT 3341 Harrison Ave",jerad.grove@fbfs.com,,Salesforce
9544489,,LEE Jeff,,,one688easy@gmail.com,,List import
11086674,Inactive Investor,Angel Santiago,,Commonwealth Financial Network Temple TX 10156 Windy Pointe Dr,asantiago@commonwealth.com,,Salesforce
10788635,Inactive Investor,Cesar Sison,Financial Advisor,Wintrust Investments LLC Taylorville IL 1221 W Springfield Rd,csison@wintrustwealth.com,,Salesforce
10978835,Inactive Investor,Brett Long,,"Taylor & Morgan Asset Management, LLC",,,Salesforce
11001088,Inactive Investor,Jarrid Rockwood,Financial Planner,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",jarrid.rockwood@prudential.com,,Salesforce
11151194,Inactive Investor,Kelli Anderson,Assistant Vice President;Wealth Management Associate,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,kelli.anderson@morganstanley.com,,Salesforce
335201,,Patrick Hynes,Elected Manager,Prudential Financial Planning Services,patrick.hynes@prudential.com,800-235-7637,Manual List Upload
9550011,,Terry Sullivan,,,tsull333@gmail.com,,List import
11128391,Inactive Investor,Jeffrey Petersen,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",jeffrey.petersen@ml.com,,Salesforce
10882629,Inactive Investor,Daniel Simpson,,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",daniel.simpson@ampf.com,,Salesforce
9598044,,Kyra Rosenwinkel,,,krosenwinkel@wealthenhancement.com,,List import
11192863,Inactive Investor,Mark Chaban,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",mchaban@massmutual.com,,Salesforce
9543176,,Jaime Stantz,,,jaime.stantz@thrivent.com,,List import
146278,,Chris Williams,,[Unknown],williamsck@aol.com,,
10852234,Inactive Investor,William Hains,Financial Advisor;Senior Vice President,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,will.hains@morganstanley.com,,Salesforce
10993116,Inactive Investor,Kevin Laipcigier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",kevin.laipcigier@ml.com,,Salesforce
10658143,,Maria Guardado,,,mdguardado@ft.newyorklife.com,,List Import
11138514,Inactive Investor,Manuel Herrera,,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,,,Salesforce
10899031,Inactive Investor,Donald Gaddy,Financial Advisor,Edward Jones Houston TX 12230 W Lake Houston Pkwy,don.gaddy@edwardjones.com,,Salesforce
11134663,Inactive Investor,Afong Fru-Wezieh,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,afongc.fruwezieh@primerica.com,,Salesforce
228341,, -,,[[Unknown]],ianrobert.wells@tiscali.co.uk,,Organic Search
11006375,Inactive Investor,Ashley Carr,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",ashley.m.carr@nm.com,,Salesforce
10842910,Inactive Investor,Christiane Delessert,Chairman;Founder;Principal,"Montis Financial, LLC",cdelessert@montisfinancial.com,,Salesforce
9543354,,Cole Gendreau,,,cole.gendreau@fidelity.com,,List import
11177881,Inactive Investor,Marco Nevarez,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,marco.nevarez@jpmorgan.com,,Salesforce
11139788,Inactive Investor,James Lepore,,LPL Financial LLC Wooster OH 201 E Liberty St,james.lepore@lpl.com,,Salesforce
10899383,Inactive Investor,Robert Tucker,Investment Advisor Representative,"Sycamore Financial Advisors, Inc.",robert.tucker@sycamorefa.com,,Salesforce
9563253,,Christian Alvarez,,,christian14068@gmail.com,,List import
9622683,,Alberto Alvarez,,,alberto@fineedgellc.com,,List import
210244,,MURAT Erden,,[Unknown],murat.erden@gmail.com,,
11076470,Inactive Investor,William Wadsworth,,"ITS Asset Management, L.P. North Haven CT 565 Washington Ave",,,Salesforce
11190489,Inactive Investor,Michelle Arreola,,"Wells Fargo Clearing Services, LLC Bakersfield CA 4500 Coffee Rd",,,Salesforce
228351,, -,,[[Unknown]],bernhasenauer@gmail.com,,Organic Search
368055,,Kathleen Foody-Malus,Advisor,,kmf96@pitt.edu,4124187425,Webinar
10835111,Inactive Investor,Randolph Altavilla,,Commonwealth Financial Network Saratoga Springs NY 628 Maple Ave,raltavilla@commonwealth.com,,Salesforce
6605343,,Miguel Oliveira,,,m.oliveira@xcrow.net,,Web form fillout
11097888,Inactive Investor,Sara Whitwell,Board Member,"Gibraltar Capital Management, Inc. Tulsa OK 9125 S Toledo Ave",,,Salesforce
11067662,Inactive Investor,Todd Beckmann,,"Kestra Investment Services, LLC San Diego CA 9191 Towne Centre Dr",,,Salesforce
9600464,,Hyung Kim,,,kim@cornerstone-ip.com,,List import
11160414,Inactive Investor,Mike Nichiporuk,,State Farm VP Management Corp. Cazenovia NY 105 Nelson St,michael.nichiporuk.mrol@statefarm.com,,Salesforce
9565731,,Michael Decamillis,,,mdecamillis@verityinvest.com,,List import
11052509,Inactive Investor,Douglas Dort,,"Kingswood Capital Partners, LLC Clearwater FL 1221 Turner St",,,Salesforce
10657647,,Kelsey Hough,,,kelsey.hough@ml.com,,List Import
9596028,,hyeran park,,,gaerani14@gmail.com,,List import
10866788,Inactive Investor,Stephen Plahn,,PFS Investments Inc. Hurst TX 700 NE Loop 820,stephen.plahn@primerica.com,,Salesforce
11254201,Inactive Investor,Christopher Abernethy,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11060038,Inactive Investor,Deborah Matustik,,"Pensionmark Securities, LLC Austin TX 4718 Duval St",debbie.matustik@pensionmark.com,,Salesforce
11068491,Inactive Investor,Dominick Delpozzo,,Morgan Stanley Alpharetta GA 1 Edison Dr,dominick.delpozzo@morganstanley.com,,Salesforce
10922028,Inactive Investor,Jana Festler,Financial Advisor,Edward Jones Little Falls MN 118 Wood St,jana.festler@edwardjones.com,,Salesforce
9607066,,Mohammed Darr,,,msd092@yahoo.com,,List import
10997460,Inactive Investor,Satyaki Mitra,Chief Compliance Officer;Portfolio Manager,The Milwaukee Company,,,Salesforce
10862179,Inactive Investor,Robert Davis,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,robert.davis@primerica.com,,Salesforce
11123607,Inactive Investor,David Mistretta,,J.P. Morgan Securities LLC San Jose CA 1725 Saratoga Ave,david.d.mistretta@chase.com,,Salesforce
10659399,,Robert Perez,,,robert.perez@lpl.com,,List Import
371273,,Brandon Mintz,,[Unknown],bmintz123@gmail.com,,Initial Salesforce Import
9640908,,yuchen wu,,,dj6104@gmail.com,,List import
9556288,,John Erwich,,,john.erwich@basiccapitalpartners.com,,List import
11089025,Inactive Investor,Christopher Brockway,,"First Command Brokerage Services, Inc. Warrensburg MO 317 N Holden St",crbrockway@firstcommand.com,,Salesforce
10824964,Inactive Investor,Bradley Jerome,Relationship Manager,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,bradley.jerome@morganstanley.com,,Salesforce
11039142,Inactive Investor,Cody Leach,,"Midwestern Securities Trading Company, LLC Pontiac IL 1100 W Howard St",cleach@midwesternsecurities.com,,Salesforce
11020771,Inactive Investor,Jessica Scott,,"Osaic Wealth, Inc. Houston TX 3838 N Sam Houston Pkwy",,,Salesforce
11064338,Inactive Investor,Adam Kim,,"Cambridge Investment Research, Inc. Fresno CA 575 E Locust Ave",,,Salesforce
9638284,,Kutty Dutta,,,kutty.dutta@hsbc.com,,List import
10763353,Inactive Investor,John Griffin,Director - Alternative Investments;Executive Director;Family Wealth Director;Portfolio Management Director;Wealth Advisor,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
11116947,Inactive Investor,Matthew Earp,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10883988,Inactive Investor,William Ansell,Investment Advisor Representative;Member,"Tremont Street Advisors, LLC",bill@tremontsa.com,,Salesforce
11077195,Inactive Investor,Daniel Gerena,,Cetera Investment Services LLC Tampa FL 4128 W Kennedy Blvd,,,Salesforce
11186741,Inactive Investor,Anthony Cavallo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,anthony.cavallo@fidelity.com,,Salesforce
10780238,Inactive Investor,John Zachowicz,Associate,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,john.zachowicz@us.hsbc.com,,Salesforce
10998734,Inactive Investor,Taylor Triplett,,NYLIFE Securities LLC Ridgeland MS 1000 Highland Colony Pkwy,ttriplett@ft.newyorklife.com,,Salesforce
9564324,,Ryan Van Buren,,,ryan.van.buren@aig.com,,List import
10966044,Inactive Investor,Jasmina Tadic,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",jtadic@sequoia-financial.com,,Salesforce
9594863,,Laura Owsley,,,laura@amillerinvest.com,,List import
10838484,Inactive Investor,Kimberly Nybo,,State Farm VP Management Corp. Minneapolis MN 4634 Central Ave,kimberly.nybo@statefarm.com,,Salesforce
9633709,,Luís Encarnação,,,luisencarnacao92@gmail.com,,List import
10782657,Inactive Investor,Matthew Ridnouer,Financial Advisor,"Wells Fargo Clearing Services, LLC Destin FL 34877 Emerald Coast Pkwy",matthew.t.ridnouer@wellsfargoadvisors.com,,Salesforce
10922186,Inactive Investor,Thomas Pfeifer,,"Cambridge Investment Research, Inc. Allison Park PA 8862 Peebles Rd",,,Salesforce
11113272,Inactive Investor,Courtland Reyes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10779747,Inactive Investor,Kameon Thompson,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",thompsonk@stifel.com,,Salesforce
9620858,,Amy Carnell,,,amycarnell1@gmail.com,,List import
10853929,Inactive Investor,Robin Davis,,Kovack Securities Inc. Stuart FL 1801 S Kanner Hwy,robin@kovacksecurities.com,,Salesforce
10811101,Inactive Investor,Michael Sperlinga,Financial Advisor;Managing Director,Morgan Stanley Carlsbad CA 5796 Armada Dr,michael.sperlinga@morganstanley.com,,Salesforce
10619898,,Chad Whiteley,,,ctw@innovisassetmanagement.com,,List Import
9585778,,John Handy,,,jhandy@signalpointinvest.com,,List import
10821991,Inactive Investor,Robert Gastellum,,PFS Investments Inc. Henderson NV 2520 Saint Rose Pkwy,robert.gastellum@primerica.com,,Salesforce
11255240,Inactive Investor,John Payne,Wealth Management Advisor,"Birchcreek Wealth Management, LLC",sayre@birchcreekwealth.com,,Salesforce
10613570,,Juan Chung Chen,"Financial Advisor, Senior Vice President",,juan.chungchen@ubs.com,,List Import
9635074,,Tom Waters,,,tom.waters@franklintempleton.com,,List import
11160982,Inactive Investor,Michael Raub,,NYLIFE Securities LLC East Stroudsburg PA 1116 Hillside Dr,mraub@ft.newyorklife.com,,Salesforce
231770,,Jennifer Lai,,[Unknown],jennifer.chen.lai@gmail.com,,
10821092,Inactive Investor,James Watts,Chief Compliance Officer;Chief Executive Officer;Owner,"WealthCare Asset Management, LLC",,,Salesforce
10928074,Inactive Investor,Russell Lane,,"Farmers Financial Solutions, LLC Wichita KS 3450 N Rock Rd",rlane@farmersagent.com,,Salesforce
9579955,,Anna Kelleher,,,akelleher@onerockcapital.com,,List import
9578874,,Joyann Mcdevitt,,,joy@sienaaccounting.com,,List import
10648287,,Joshua Freedman,,,josh@ratiowealthgroup.com,,List Import
10952568,Inactive Investor,Christopher Natera,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,,,Salesforce
10852577,Inactive Investor,Matthew Falkowski,Managing Director;Vice President,Seabridge Investment Advisors LLC Brookhaven GA 1777 Northeast Expy NE,mfalkowski@seabridge.com,,Salesforce
11206900,Inactive Investor,Kristopher Wilson,Financial Advisor,LPL Financial LLC Roseville CA 1701 Santa Clara Dr,kristopher.wilson@lpl.com,,Salesforce
9614264,,David Nygren,,,dnygren@phn.com,,List import
10611697,,Michael Martucci,Financial Advisor,,michael.martucci@wellsfargoadvisors.com,,List Import
11231949,Inactive Investor,Nicholas Desimone,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10915771,Inactive Investor,Jeff Thomsen,Financial Advisor,"Ameriprise Financial Services, LLC Silverdale WA 9951 Mickelberry Rd NW",jeff.thomsen@ampf.com,,Salesforce
11084999,Inactive Investor,Christie George,,"First Command Brokerage Services, Inc. Colorado Springs CO 1277 Kelly Johnson Blvd",clgeorge@firstcommand.com,,Salesforce
10646446,,Gerda Spears,,,gerda.spears@rbc.com,,List Import
351384,,Eric Meck,"Managing Director, CFO, Family Office Controller","Baldwin Investment Management, Llc",emeck@baldwinmgt.com,610-260-1555,Manual List Upload
9626284,,Robert Amato,,,ramato7106@outlook.com,,List import
10839804,Inactive Investor,Katelyn Edge,Sales Associate,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
11180292,Inactive Investor,Trevor Dufault,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,trevor.dufault@fmr.com,,Salesforce
11185451,Inactive Investor,Thomas Simonton,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 200 NE 28th St",thomas.simonton@wellsfargoadvisors.com,,Salesforce
9622348,,leon bialecki bialecki,,,lbiale@swbell.net,,List import
10844861,Inactive Investor,Timothy Healy,Chief Investment Officer;Founder;Managing Member,The Healy Group LLC,,,Salesforce
11058477,Inactive Investor,Ryan Stiphany,,"Manning & Napier Investor Services, Inc. Saint Petersburg FL 150 2nd Ave N",rstiphany@manning-napier.com,,Salesforce
11009929,Inactive Investor,John Mulheran,,"Osaic Wealth, Inc. Bonita Springs FL Private Residence",,,Salesforce
10981401,Inactive Investor,Nazma Begum,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
10869218,Inactive Investor,Raymond Wiley,Financial Advisor,Janney Montgomery Scott LLC Blue Bell PA 1767 Sentry Pkwy W,rwiley@janney.com,,Salesforce
10959153,Inactive Investor,Lauren Turner,Advisor,"Moneta Group Investment Advisors, LLC",blairsheehansteffensakinsteamlturner@monetagroup.com,,Salesforce
11218772,,Andrew Jabro,,,ajabro@nextfinancial.com,,Other
10658921,,Thomas Hertges,,,thomas.hertges@fblfinancial.com,,List Import
10886486,Inactive Investor,Eric Maya,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
10978612,Inactive Investor,Keir Richter,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
128113,,Chad Phipps,,"Cwm, Llc",cphipps@carsoninstitutional.com,(316) 652-7005,
10828983,Inactive Investor,Jaren Tucker,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,jaren.tucker@fmr.com,,Salesforce
10836542,Inactive Investor,Kevin Gilligan,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",kevin.gilligan@wellsfargoadvisors.com,,Salesforce
10407004,,Chana White,,Grayscale,chana@grayscale.com,,Web Form Fillout
10799934,Inactive Investor,Dominic Marshall,Chief Investment Officer;Member;Senior Portfolio Manager,"Pacific Ridge Capital Partners, LLC",dmarshall@pacridgecap.com,,Salesforce
10807404,Inactive Investor,Sean Horan,,"Wells Fargo Clearing Services, LLC Lansdale PA 786 Sumneytown Pike",sean.horan@wellsfargoadvisors.com,,Salesforce
10399858,,Jim Cohlmia,,,jcohlmia@aol.com,,Web Form Fillout
9635520,,Caleb Peterson,,,cpeterson@tailwind.com,,List import
11230494,Inactive Investor,David Allgire,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11156741,Inactive Investor,William Gordon,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Wellesley Hills MA 112 Worcester St,william.d.gordon@morganstanley.com,,Salesforce
10804590,Inactive Investor,John Demartino,,"Equity Services, Inc. New York NY 675 3rd Ave",demartino_john@nlvmail.com,,Salesforce
10953883,Inactive Investor,Spencer Humphrey,Senior Advisor,"Soltis Investment Advisors, LLC Gilbert AZ Private Residence",spencer@soltisadvisors.com,,Salesforce
9570449,,Ari Storch,,,ari.storch@kingsbrookpartners.com,,List import
10924516,Inactive Investor,Howard Cohen,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,howard_cohen@glic.com,,Salesforce
10771169,Inactive Investor,Joshua Dewitt,,"Wells Fargo Clearing Services, LLC Shingle Springs CA 3440 Palmer Dr",joshua.dewitt@wellsfargoadvisors.com,,Salesforce
10929778,Inactive Investor,Scott Mednick,,"Osaic Wealth, Inc. Saint Petersburg FL 5700 1st Ave N",,,Salesforce
9639969,,Pam Regan,,,pregan@brandeis.edu,,List import
11123247,Inactive Investor,Christopher Vines,,"Independent Financial Group, LLC Birmingham AL 44 Inverness Center Pkwy",,,Salesforce
241959,,masood nabi,,[Unknown],masood.nabi@gmail.com,,source
9648064,,Lucio Biase,,,lucio@thunnus.tech,,List import
219258,,Donald Moore,,[Unknown],donmoore3422@yahoo.com,,Direct
10971676,Inactive Investor,Matthew Dewees,,"M Holdings Securities, Inc. Norristown PA 2500 Monroe Blvd",,,Salesforce
10790061,Inactive Investor,Kathryn Thompson,Financial Planning Associate;Portfolio Associate,Morgan Stanley Oak Brook IL 2211 York Rd,kathryn.thompson@morganstanley.com,,Salesforce
10861626,Inactive Investor,Andre Lee,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",andre.lee@ml.com,,Salesforce
10856409,Inactive Investor,Sharon Ellis Champagne,Managing Director - Investments,"Raymond James & Associates, Inc.",sharon.ellis@raymondjames.com,,Salesforce
11006958,Inactive Investor,Ryan Brazfield,,"Empower Financial Services, Inc",ryan.brazfield@empower.com,,Salesforce
10824831,Inactive Investor,Marc Guerra,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",marc.guerra@tfaconnect.com,,Salesforce
10756590,Inactive Investor,Benjamin Ganley,Financial Advisor,Morgan Stanley La Plata MD 107 Centennial St,benjamin.ganley@morganstanley.com,,Salesforce
10910044,Inactive Investor,Timothy Lassen,,LPL Financial LLC Wallingford CT 111 S Main St,timothy.lassen@lpl.com,,Salesforce
9639688,,Joe Bodnar,,,bodnar@zekecapital.com,,List import
10760178,Inactive Investor,John Lewis,Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",,,Salesforce
11168563,Inactive Investor,Gregory Hertzler,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10932650,Inactive Investor,Kellie Moore,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,kellie.moore.mtyh@statefarm.com,,Salesforce
11125928,Inactive Investor,Christopher Padgett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",chris_padgett@ml.com,,Salesforce
11184221,Inactive Investor,Michael Marley,,"Wells Fargo Advisors Financial Network, LLC Clearwater FL 13577 Feather Sound Dr",michael.marley@wellsfargoadvisors.com,,Salesforce
10959892,Inactive Investor,Daniel Rushefsky,,"MML Investors Services, LLC Fairfield NJ 363 US Hwy 46",drushefsky@financialguide.com,,Salesforce
218488,,David Winter,,[Unknown],davewinter@live.com,,Direct
5478,, -,,[[Unknown]],lbbhear@comcast.net,,Initial Salesforce Import
9626237,,Judianto Judianto,,,judianto_pen2@gmail.com,,List import
11141664,Inactive Investor,Jeffrey Norton,,"Allstate Financial Services, LLC Bellevue WA 13231 SE 36th St",jeffreynorton@allstate.com,,Salesforce
11049149,Inactive Investor,Michael Crimmins,,Emerson Equity LLC Newport Beach CA 3 Corporate Plaza Dr,,,Salesforce
11039066,Inactive Investor,Yonatan Carrillo Marin,,PFS Investments Inc. Milwaukee WI 2778 S 35th St,ycarrillo-marin@primerica.com,,Salesforce
10853928,Inactive Investor,Shannon Hannon,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,shannon.hannon@lpl.com,,Salesforce
10903158,Inactive Investor,Anthony Conde,,LPL Financial LLC El Paso TX 201 E Main Dr,anthony.conde@lpl.com,,Salesforce
210376,,Richard Manankil,,[Unknown],r_manankil@msn.com,,source
10909563,Inactive Investor,David Mooney,,Stonex Securities Inc. Amesbury MA Private Residence,,,Salesforce
11014940,Inactive Investor,Joseph Haas,,"Farmers Financial Solutions, LLC Las Vegas NV 6345 S Rainbow Blvd",jhaas@farmersagent.com,,Salesforce
10880560,Inactive Investor,Sophie Gotthilf Tabacinic,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,sophie.gotthilf-tabacinic@safra.com,,Salesforce
10932044,Inactive Investor,Belena Vincetti,Chief Compliance Officer,Belpointe Asset Management LLC,belena.vincetti@belpointe.com,,Salesforce
11174450,Inactive Investor,Jose Enriquez,,J.P. Morgan Securities LLC Irvine CA 3973 Irvine Blvd,jose.a.rojo@chase.com,,Salesforce
11083418,Inactive Investor,Paul Schuelke,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",paul.schuelke@nm.com,,Salesforce
11155767,Inactive Investor,Reisha Sickel,Private Wealth Advisor,"Ameriprise Financial Services, LLC Overland Park KS 9393 W 110th St",reisha.fregoe@ampf.com,,Salesforce
9587728,,LAWRENCE WINGER,,,larry@larrywinger.com,,List import
11061933,Inactive Investor,Jarrett Jacobsen,Financial Advisor,"Ameriprise Financial Services, LLC Purchase NY 2900 Westchester Ave",jarrett.l.jacobsen@ampf.com,,Salesforce
11008059,Inactive Investor,Blake Lopez-Bierwirth,,"Mutual of Omaha Investor Services, Inc. Leawood KS 7015 College Blvd",blake.lopez@mutualofomaha.com,,Salesforce
11166441,Inactive Investor,Jonathen Hernandez,,"Northwestern Mutual Investment Services, LLC Yakima WA 117 E Yakima Ave",jonathen.hernandez@nm.com,,Salesforce
11045565,Inactive Investor,David Pound,,"Geneos Wealth Management, Inc. Fayetteville NC 1315 Fort Bragg Rd",,,Salesforce
11193013,Inactive Investor,Maureen Mendoza,Account Vice President;Senior Retirement Plan Consultant,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,maureen.perro@ubs.com,,Salesforce
248651,,Janina Lowisz,Chief Marketing Officer,Cashaa,janina@cashaa.com,,Manual List Upload
10918793,Inactive Investor,Todd Petersen,,"Cambridge Investment Research, Inc. Fort Mill SC 2752 Pleasant Rd",,,Salesforce
11013882,Inactive Investor,Rachelle Hood,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10613070,,Salvatore Rosamilia,Senior Financial Advisor,,sal.rosamilia@ml.com,,List Import
10838028,Inactive Investor,Gwendolyn Rodriguez,,LPL Financial LLC Fresno CA 2222 W Shaw Ave,gwendolyn.rodriguez@lpl.com,,Salesforce
9647301,,Dede Kaplan Irr.Trust FBO Gabriel Kaplan,,,dede@nalpakcapital.com,,List import
10792312,Inactive Investor,Jay Averett,,Morgan Stanley Sandy UT 200 W Civic Center Dr,jay.averett@morganstanley.com,,Salesforce
11098629,Inactive Investor,Angela Wingfield,,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,awingfield@rwbaird.com,,Salesforce
51245,,Jacqueline Williams,Licensed Investment Support Specialist,"Fifth Third Securities, Inc.",jacqueline.williams2@53.com,919-573-1930,
10945972,Inactive Investor,Gina Fruin,,Fidelity Brokerage Services LLC,,,Salesforce
10816730,Inactive Investor,Karen Poore,Financial Planner,"MML Investors Services, LLC Wilmington DE 5716 Kennett Pike",kpoore@financialguide.com,,Salesforce
71389,,William Canida,Chief Investment Officer,"Cito Capital Group, Llc",wcanida@citocapitalgroup.com,786-477-6445,Manual List Upload
9555518,,Sean Mcgoff,,,sean.mcgoff@oneamerica.com,,
11131439,Inactive Investor,Jeffrey Charest,,Cetera Advisor Networks LLC Worcester MA 38 Austin St,,,Salesforce
11109540,Inactive Investor,Kevin Wood,Financial Advisor,Edward Jones Duluth MN 4433 E Superior St,kevin.wood@edwardjones.com,,Salesforce
10845554,Inactive Investor,Courtney Dann McAdams,Financial Advisor,"Northwestern Mutual Investment Services, LLC Helena MT 1617 Euclid Ave",,,Salesforce
10964034,Inactive Investor,Joshua Cante,,"Wells Fargo Clearing Services, LLC Phoenix AZ 3102 E Camelback Rd",,,Salesforce
10886545,Inactive Investor,Craig Harris,,Fidelity Brokerage Services LLC South Ogden UT Private Residence,craig.harris@fmr.com,,Salesforce
10866089,Inactive Investor,Raul Herrera,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10646169,,Suzanne McHugh,,,suzanne.mchugh@empower-retirement.com,,List Import
11161859,Inactive Investor,Sarah Demars,,"MML Investors Services, LLC Minneapolis MN 2 Carlson Pkwy N",,,Salesforce
10823189,Inactive Investor,Timothy Howard,Senior Regional Supervisory Principal,LPL Financial LLC Elkhorn NE Private Residence,timothy.howard@lpl.com,,Salesforce
10800998,Inactive Investor,Carl Kakenmaster,,"Grove Point Investments, LLC Libertyville IL 333 Peterson Rd",ckakenmaster@hbeckinc.com,,Salesforce
9634802,,Aaron Hakim,,,ahakim@gppfunds.com,,List import
11007291,Inactive Investor,Gregory Greer,Managing Member;Partner,Diamond Lake Capital,gregory@diamondlakecapital.com,,Salesforce
222056,,Randy Olsen,,[Unknown],randy.olsen@rakuten.com,,
10899638,Inactive Investor,Matthew Jandziszak,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,,,Salesforce
10786455,Inactive Investor,Marisa Goto,,Goldman Sachs & Co. San Francisco CA 555 California St,marisa.yuh@gs.com,,Salesforce
10976928,Inactive Investor,Cassandra He,,J.P. Morgan Securities LLC Diamond Bar CA 2717 S Diamond Bar Blvd,cassandra.c.he@chase.com,,Salesforce
344904,,Will Mccarthy,Managing Director,"Lbc Credit Management, L.p.",wsmccarthy@lbccredit.com,215-972-8900,Manual List Upload
11090409,Inactive Investor,Gregory Hartz,Co-Owner;Founder;Partner;Secretary,"Foundation Resource Management, Inc.",ghartz@frmlr.com,,Salesforce
9635236,,Vivek Mohan,,,vmohan@ta.com,,List import
11035279,Inactive Investor,Dafna Gold,Financial Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",dafna.gold@raymondjames.com,,Salesforce
120224,,Ross Lyle,Principal,"Securities America Advisors, Inc.",ross.lyle@securitiesamerica.com,502-893-7001,
11101853,Inactive Investor,Philip Mayeux,Financial Advisor,LPL Financial LLC New Iberia LA 125 Church Aly,philip.mayeux@lpl.com,,Salesforce
9609519,,Pierre-Henri Schouver,,,ph.schouver@gmail.com,,List import
10934377,Inactive Investor,Michael Litzinger,,"Osaic Wealth, Inc. Costa Mesa CA 3070 Bristol St",,,Salesforce
11046658,Inactive Investor,Mary Earl,Financial Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,mearl@gwnsecurities.com,,Salesforce
10873156,Inactive Investor,Suzanne Cox,Chief Compliance Officer,BetterWealth LLC,sue@betterwealth.us,,Salesforce
9565935,,Matthew Cheney,,,matt.cheney@horancm.com,,List import
11054927,Inactive Investor,Rockford Lutz,,Thrivent Investment Management Inc. Johnston IA 5404 NW 88th St,,,Salesforce
9629645,,Nkululeko Mavimbela,,,nkukzen713@gmail.com,,List import
10796785,Inactive Investor,Jeffrey Chin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",jeffrey_chin@ml.com,,Salesforce
9542368,,Duc Dinh,,,dinhhuuduc28121998@gmail.com,,List import
10775010,Inactive Investor,Tasha Posa,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",tasha.posa@ml.com,,Salesforce
11234748,Inactive Investor,David Leone,Wealth Advisor,"Halpern Financial, Inc. Rockville MD 11 N Washington St",dleone@halpernfinancial.com,,Salesforce
11168836,Inactive Investor,Charles Bell,,"Calton & Associates, Inc. Houston TX 7058 Lakeview Haven Dr",cbell@calton.com,,Salesforce
11135200,Inactive Investor,Edward Moore,Financial Advisor;Portfolio Management Associate,Morgan Stanley Boston MA 28 State St,edward.moore@morganstanley.com,,Salesforce
9620201,,Viet Le,,,viet110@gmail.com,,List import
10937734,Inactive Investor,Devon Widdison,Investment Advisor Representative,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",devon.widdison@tfaconnect.com,,Salesforce
11014011,Inactive Investor,Wytajah Williams,,J.P. Morgan Securities LLC Baton Rouge LA 9632 Florida Blvd,wytajah.williams@jpmorgan.com,,Salesforce
9607972,,T R,,,evcrypto@protonmail.com,,List import
10964717,Inactive Investor,Brandon Kirk,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",brandon.d.kirk@nm.com,,Salesforce
10816130,Inactive Investor,Todd Dragoo,First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Chandler AZ 1100 W Queen Creek Rd",todd.dragoo@wellsfargo.com,,Salesforce
10765898,Inactive Investor,Jason Ahronian,Financial Advisor,Morgan Stanley Fresno CA 5250 N Palm Ave,jason.ahronian@morganstanley.com,,Salesforce
10948598,Inactive Investor,Stephanie Hanson,,"Northwestern Mutual Investment Services, LLC Fort Dodge IA 1523 2nd Ave N",stephanie.hanson@nm.com,,Salesforce
10989919,Inactive Investor,Clifford Hutchinson,,PFS Investments Inc. Feasterville Trevose PA 801 W Street Rd,chutchinson@primerica.com,,Salesforce
9582871,,Zy Wen,,,wzyhitman@gmail.com,,List import
10922311,Inactive Investor,Jillian Fohr,,"Private Client Services, LLC",jfohr@kfg.com,,Salesforce
10937787,Inactive Investor,Avetis Amzoyan,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,alex.amzoyan.m36e@statefarm.com,,Salesforce
11099164,Inactive Investor,Eric Faber,Principal;Regional Director;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Winter Park FL 1400 W Fairbanks Ave",efaber@beaconpointe.com,,Salesforce
11196295,Inactive Investor,Kenneth Flatt,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10802501,Inactive Investor,Erland Lum,,"Osaic Wealth, Inc. Henderson NV 3461 Bradano Ln",elum@royalaa.com,,Salesforce
11114597,Inactive Investor,Kevin Werdmuller,,"U.S. Bancorp Investments, Inc. Portland OR 8205 SW Beaverton Hillsdale Hwy",,,Salesforce
146080,,Richard Gray,,[Unknown],ricgray@att.net,,Other
11238725,Inactive Investor,Scott Kirkendall,,Blue Sea Capital LLC,skirkendall@blueseacapital.com,,Salesforce
10901277,Inactive Investor,James Johnson,,"Advanced Advisor Group, LLC Stillwater MN 1950 Northwestern Ave S",,,Salesforce
9641288,,vivi pan,,,366451056@qq.com,,List import
10849091,Inactive Investor,James Hayes,,Cetera Financial Specialists LLC Turlock CA Private Residence,james.hayes@ceterafs.com,,Salesforce
9561904,,Joshua -,,,joshburandt@gmail.com,,List import
343708,,Ulrich Erasmus,Associate,Trive Capital Management Llc,ulricherasmus@trivecapital.com,214-499-9715,Manual List Upload
11233911,Inactive Investor,Owen Freese,,"Oakwood Capital Securities, Inc Austin TX 916 S Capital of Texas Hwy",,,Salesforce
9575880,,Remington Pollina,,,remington.pollina@valic.com,,List import
374627,,Brian Sung,Partner,Haynes and Boone,brian.sung@haynesboone.com,212.659.4964,Manual List Upload
11166659,Inactive Investor,Jessica Guzman,,J.P. Morgan Securities LLC San Carlos CA 845 Laurel St,jessica.guzman@jpmorgan.com,,Salesforce
2853731,,Rohit Oraon,,,rohitoraon8089174126@gmail.com,,
9569986,,Denice Hanz,,,denice.hanz@usaa.com,,List import
10893405,Inactive Investor,Eric Tharp,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC State College PA 328 Innovation Blvd",eric.tharp@tiaa.org,,Salesforce
334567,,Lauren Wells,Investor Relations,"Outfitter Energy Management, Llc",lwells@outfitterenergy.com,281-402-8174,Manual List Upload
10775153,Inactive Investor,Raymond Vuicich,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,ray.vuicich@ubs.com,,Salesforce
9614972,,Christian Jansen,,,christian@csjinternational.com,,List import
11196379,Inactive Investor,Edward Dougherty,Financial Professional,"BFC Planning, Inc.",edougherty@berthel.com,,Salesforce
11077697,Inactive Investor,Jayson Sacco,Financial Representative,"Charles Schwab & Co., Inc. Casco MI Private Residence",,,Salesforce
10774765,Inactive Investor,David Leach,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Desert CA 39355 Washington St",,,Salesforce
11153968,Inactive Investor,Kevin Shields,Financial Advisor,Morgan Stanley Park City UT 1441 Ute Blvd,kevin.shields@morganstanley.com,,Salesforce
10938079,Inactive Investor,William Schmerbeck,Chief Compliance Officer;President,"WGS Management Services, Inc",,,Salesforce
9558216,,Charles McManis,,,chasemc37@outlook.com,,List import
347438,,Tawney Pitts,Planning Associate,"Quantum Financial Planning Services, Inc.",tawney@quantumplanning.com,509-328-6653,Manual List Upload
11082369,Inactive Investor,Geoffrey Rigabar,Financial Advisor,Edward Jones Chesterfield MO 16020 Swingley Ridge Rd,geoff.rigabar@edwardjones.com,,Salesforce
11183262,Inactive Investor,Stacy Nelson,,"U.S. Bancorp Investments, Inc. Omaha NE 14301 FNB Pkwy",stacy.nelson@usbank.com,,Salesforce
10716021,,Dax Umana,,,daxf@protonmail.com,,Web Form Fillout
11121911,Inactive Investor,Jerry Booth,Financial Advisor,LPL Financial LLC Dagsboro DE Private Residence,jerry.booth@lpl.com,,Salesforce
9636395,,Michael Nathanson,,,michael.nathanson@thecolonygroup.com,,List import
21121,,Donald Miller,Chairman,Axiom Offshore Opportunity Fund Ltd.,dmiller@axiom-investors.com,1-203-422-8000,Database Upload
9578266,,Kay Auwerter,,,kauwerter@stratoswealthpartners.com,,List import
10918699,Inactive Investor,Ryan Burgess,Chief Compliance Officer,"Blue Oaks Financial, LLC",rburgess@blueoaksfinancial.com,,Salesforce
10890286,Inactive Investor,Aaron Zises,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
11175950,Inactive Investor,Kelly Kleiber,Practice Support Associate,Thrivent Investment Management Inc. Sheboygan WI 2808 Kohler Memorial Dr,kelly.kleiber@thrivent.com,,Salesforce
9554819,,Mario Delfin,,,budownictwomieszkaniowe@gmail.com,,List import
10979613,Inactive Investor,Regina Iafelice,,"Raymond James Financial Services, Inc. Willoughby OH 2786 Som Center Rd",regina.iafelice@raymondjames.com,,Salesforce
10991435,Inactive Investor,Christopher Sittner,Chief Compliance Officer;Founder,CS Wealth Management,,,Salesforce
11021022,Inactive Investor,Muhammad Tehami Mahmood,,J.P. Morgan Securities LLC El Cerrito CA 9950 San Pablo Ave,muhammad.mahmood@jpmorgan.com,,Salesforce
9635590,,Thomas Hendry,,,thomas.hendry@indexiq.com,,List import
6450223,,Md Nazmul,,,mn618485@gmail.com,,Web form fillout
10892666,Inactive Investor,Tristyn Stanislaus,Financial Advisor,Edward Jones Chanute KS 1716 S Santa Fe Ave,tristyn.stanislaus@edwardjones.com,,Salesforce
9646169,,David Shmuely,,,nybronco1@aol.com,,List import
10995685,Inactive Investor,Michael Dean,,J.P. Morgan Securities LLC Durham NC 725 9th St,,,Salesforce
11040411,Inactive Investor,Daniel Brinkman,Financial Advisor;Senior Vice President,Morgan Stanley Spring TX 24 Waterway Ave,daniel.brinkman@morganstanley.com,,Salesforce
11013637,Inactive Investor,Matthew Cook,,"Paradigm Equities, Inc.",mcook@mea.org,,Salesforce
11178435,Inactive Investor,Chad Lizine,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11211980,Inactive Investor,Benjamin Witkin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10903906,Inactive Investor,Dana Kolbe,,"Raymond James Financial Services, Inc. Wausau WI 1905 Stewart Ave",dana.kolbe@raymondjames.com,,Salesforce
10936500,Inactive Investor,Bonnie Staniewicz,Financial Advisor,LPL Financial LLC Portsmouth NH 1039 Islington St,bonnie.staniewicz@lpl.com,,Salesforce
10929867,Inactive Investor,Carlos Fuentes,Financial Advisor,LPL Financial LLC Claremont CA 1420 N Claremont Blvd,carlos.fuentes@lpl.com,,Salesforce
9568501,,William Adamson,,,wadamson@lasallest.com,,List import
9586730,,Yuenyee Ma,,,yuenyee.ma@prudential.com,,List import
11019026,Inactive Investor,Anil Abraham,Investment Advisor,"RiverCrest Investment Advisors, LLC",,,Salesforce
9647513,,Anthony Castellani,,,tonycastellanikw@gmail.com,,List import
10959333,Inactive Investor,Grace Chong,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10613682,,Thomas Gwin,"Financial Advisor, Financial Services Representative",,tgwin@barnumfg.com,,List Import
11148203,Inactive Investor,Eric Krause,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,eric.krause@fmr.com,,Salesforce
9552106,,Bill Gens,,,alta03062@yahoo.com,,List import
11160678,Inactive Investor,James Elliot,Chief Compliance Officer;Member;Portfolio Manager,"ELCO Management Company, LLC",jelliot@elcomanagement.com,,Salesforce
11034980,Inactive Investor,Daniel Bowers,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,daniel.bowers@fmr.com,,Salesforce
11178808,Inactive Investor,Andrew Wolf,Financial Advisor,Edward Jones Stevens Point WI 35A Park Ridge Dr,andrew.j.wolf@edwardjones.com,,Salesforce
11164089,Inactive Investor,John Adamczuk,Financial Advisor,Commonwealth Financial Network Rochester NY 290 Linden Oaks,jadamczuk@commonwealth.com,,Salesforce
10888381,Inactive Investor,Joseph Eberle,,Union Capital Company Memphis TN Private Residence,jeberle@unioncapital.com,,Salesforce
9578604,,Salman Khan,,,skhan@stabiliscap.com,,List import
11111286,Inactive Investor,Angela Taliaferro,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
368206,,Dan Madden,Head of Capital Marketgs,FlexShares Exchange Traded Funds,dm432@ntrs.com,14848627518,Webinar
11080547,Inactive Investor,Norma Hampton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9590255,,Jon Bosse,,,jbosse@nwq.com,,List import
47040,,Joel Hermann,"Partner, Regional Director, Wealth Advisor",Thrivent Investment Management Inc.,joel.hermann@thrivent.com,,
11129385,Inactive Investor,David Maley,Chief Compliance Officer;Chief Investment Officer;Founder,"1102 Partners, LLC",dmaley@1102partners.com,,Salesforce
10928656,Inactive Investor,Christopher Hammelman,Business Manager;Chief Compliance Officer;Managing Member,Hammelman Capital Management LLC,,,Salesforce
9631626,,Michelle Bowes,,,michelle@mavinhealth.com,,List import
10754263,Inactive Investor,Jennifer Parks,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
10840769,Inactive Investor,Jason Laurenzo,Vice President,GWN Securities Inc. Albany NY 4 Executive Park Dr,jplaurenzo@gwnsecurities.com,,Salesforce
1001967,Inactive Investor,Timothy Smith,President & CIO,Petro Lucrum,tim@petrolucrum.com, +1 832 993 5426,
9560345,,murali subu,,,musubu@comcast.net,,List import
10829940,Inactive Investor,Stephen Somogyi,,NYLIFE Securities LLC Moreland Hills OH Private Residence,ssomogyi@ft.newyorklife.com,,Salesforce
10939449,Inactive Investor,Cole Gillette,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,cole.gillette@fidelity.com,,Salesforce
10832145,Inactive Investor,Michael Stellmaker,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",michael.stellmaker@rbc.com,,Salesforce
9618786,,Darin Wyatt,,,dwyatt@lafittecapital.com,,List import
11026720,Inactive Investor,Mark Thompson,,LPL Financial LLC Saint Clair Shores MI 100 Maple Park Blvd,mark.e.thompson@lpl.com,,Salesforce
9565524,,Darren Van Hevel,,,darren.vanhevel@thrivent.com,,List import
9591245,,Steven Graham,,,steve@alliedportfolio.com,,List Import
10971770,Inactive Investor,Emerson Armstrong,,Fidelity Brokerage Services LLC,emerson.armstrong@fmr.com,,Salesforce
11064651,Inactive Investor,Michael Smith,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",michael.m.smith@ampf.com,,Salesforce
61348,,Andrew Mortenson,Financial Consultant,Thrivent Investment Management Inc.,andrew.mortenson@thrivent.com,262-247-2494,
11135493,Inactive Investor,Michelle Buckner,,NYLIFE Securities LLC Buffalo NY 6700 Main St,mfalgiano@ft.newyorklife.com,,Salesforce
10980191,Inactive Investor,Seth Kunzl,,Edward Jones Silverdale WA Private Residence,,,Salesforce
9555420,,Peggy Nourie,,,peggy@centennialsec.com,,List import
9567615,,Kenneth Gross,,,kenneth.gross@live.com,,List import
10786728,Inactive Investor,Daniel Gavin,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",,,Salesforce
10838486,Inactive Investor,Stephen Dunbar,,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",stephen.dunbar@equitable.com,,Salesforce
345129,,Paul Woodward,Managing Member,"Cassini Capital Management, Llc",pwoodward@cassinicap.com,850-566-7737,Manual List Upload
10887969,Inactive Investor,Yan Kruger,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",yan.kruger@tfaconnect.com,,Salesforce
11035513,Inactive Investor,George Miller,,Buell Securities Corp.,,,Salesforce
11140443,Inactive Investor,Sonnet Loftus,Partner,Commonwealth Financial Network East Syracuse NY 6320 Fly Rd,sloftus@commonwealth.com,,Salesforce
10877772,Inactive Investor,Sara Smedley,Financial Planner,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",sara.benton@prudential.com,,Salesforce
11208739,Inactive Investor,Michael Green,Banker;Senior Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,michael.f.green@jpmorgan.com,,Salesforce
11062967,Inactive Investor,Jason Beckendorf,Investment Advisor Representative,"Osaic Wealth, Inc. Minneapolis MN 7209 Bristol Cir",jbeckendorf@osaicwealth.com,,Salesforce
11155009,Inactive Investor,Jeffrey Hamblen,Financial Advisor,LPL Financial LLC McLean VA 8300 Greensboro Dr,jeffrey.hamblen@lpl.com,,Salesforce
189472,,Christopher Casale,Crypto Banker,investors bank,christopher.casale1@gmail.com,,Organic Search
11057200,Inactive Investor,Michael Esch,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MO 1630 E Bradford Pkwy",michael_esch@ml.com,,Salesforce
10999535,Inactive Investor,James Ditzler,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
9636066,,Debbie Bryan,,,debbie@bridgeworthfinancial.com,,List import
11160135,Inactive Investor,Brian Lingle,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",brian_lingle@ml.com,,Salesforce
223786,,Steve Woods,,[Unknown],safe63@yahoo.com,,Direct
11041143,Inactive Investor,Jennifer Kane,,"Kestra Investment Services, LLC Valhalla NY 500 Summit Lake Dr",,,Salesforce
10887723,Inactive Investor,Samuel Price,,"Osaic Wealth, Inc. Richmond VA 9100 Arboretum Pkwy",,,Salesforce
10953516,Inactive Investor,Amanda North,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10856028,Inactive Investor,Opeoluwa Afe,,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,ope.afe@morganstanley.com,,Salesforce
10796029,Inactive Investor,Amy Gibson,Assistant Vice President;Senior Client Relationship Associate,Janney Montgomery Scott LLC Lewes DE 12001 Old Vine Blvd,agibson@janney.com,,Salesforce
10752556,Inactive Investor,Margaret Baxter,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Asheville NC 10 Brook St,margaret.baxter@opco.com,,Salesforce
9550187,,Wade Slome,,,wslome@sidoxia.com,,List import
9562966,,ONUR KALYONCU,,,onurkallo@gmail.com,,List import
10981051,Inactive Investor,Hillary Celis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,hillary_celis@vanguard.com,,Salesforce
9563059,,Anthony Chagaros,,,achagaros1@gmail.com,,List import
11028396,Inactive Investor,Devin Marche-Duncan,,"U.S. Bancorp Investments, Inc. Eugene OR 800 Willamette St",,,Salesforce
10868320,Inactive Investor,Robert Coulter,Chief Compliance Officer,"Prospera Financial Services, Inc.",robert.coulter@prosperafinancial.com,,Salesforce
9624456,,Bulent Sahin,,,bsahin@sahinbulent.com,,List import
9600829,,Saul Barnett,,,money4life350000@gmail.com,,List import
10941195,Inactive Investor,Nahshan St.Bernard,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,,,Salesforce
11157715,Inactive Investor,Matthew Knoll,Senior Financial Planner;Shareholder,"The Planning Center, Inc.",mattk@theplanningcenter.com,,Salesforce
11188504,Inactive Investor,Brandon Hendricks,Financial Advisor,"Ameriprise Financial Services, LLC Powell OH 90 Hidden Ravines Dr",brandon.hendricks@ampf.com,,Salesforce
9579080,,Timothy Goodwin,,,tgoodwin@goodwininvestment.com,,List import
10972385,Inactive Investor,Scott Lawson,,PFS Investments Inc. Saint Louis MO 12166 Old Big Bend Rd,scottclawson@primerica.com,,Salesforce
10802835,Inactive Investor,William Utley,Chief Compliance Officer;President;Secretary;Team Leader,Physician Family Financial Advisors Inc,ben@physicianfamily.com,,Salesforce
9573808,,Dan Zolet,,,dzolet@riverfrontig.com,,List import
11111900,Inactive Investor,Gregory Hodges,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ghodges@tiaa-cref.org,,Salesforce
10489086,,Danny McFadden,,LPL Financial LLC Frisco TX 3232 W Main St,danny.mcfadden@lpl.com,,List Import
10489571,,Sara Lopez,Investment Advisor,Fisher Investments,saralopez97@hotmail.com,,List Import
229546,, -,,[[Unknown]],rcasquejo721@comcast.net,,
10958527,Inactive Investor,Shanna Cannon,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",shanna.cannon@ml.com,,Salesforce
9585097,,Karen Hansen,,,karen.hansen@trpfund.com,,List import
117386,,Sergio Valenzuela,,[[Unknown]],mastervcf@gmail.com,,Direct
10944833,Inactive Investor,Xavier Martinez,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,xavier_martinez@vanguard.com,,Salesforce
11004221,Inactive Investor,William Castro,Senior Vice President,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,,,Salesforce
11221245,,Edmund Tran,,,edmund.tran@ubs.com,,List Import
10926866,Inactive Investor,Scott Gordon-Macey,,"MML Investors Services, LLC Marlboro VT Private Residence",,,Salesforce
11010265,Inactive Investor,James Morris,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,jtmorris@ft.newyorklife.com,,Salesforce
11075420,Inactive Investor,Justin Weintraub,,Trident Partners Ltd.,jweintraub@tridentpartnersltd.com,,Salesforce
10864245,Inactive Investor,Ruben Cardenas,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10805164,Inactive Investor,Matthew Fernandez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",matthew.n.fernandez@ml.com,,Salesforce
11155598,Inactive Investor,Michele Lipschultz,,Park Avenue Securities LLC Appleton WI Private Residence,michele_lipschultz@glic.com,,Salesforce
11187405,Inactive Investor,Stephen Carmody,Financial Advisor;Investment Advisor Representative,"Equity Services, Inc. Canton GA Private Residence",carmody_steve@nlvmail.com,,Salesforce
9646654,,Lawrence David,,,lawrence_lankowsky@ml.com,,List import
10755517,Inactive Investor,David Racusin,Financial Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",david.n.racusin@ampf.com,,Salesforce
9618613,,Ross Servick,,,rservick@gmail.com,,List import
10968012,Inactive Investor,Christopher Janda,,"Osaic FA, Inc. Des Moines IA 510 E Locust St",christopher.janda@lfg.com,,Salesforce
11209737,Inactive Investor,Mark Gamez,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,markgamez.team@fidelity.com,,Salesforce
9602046,,Ryan Crawford,,,rcrawford@promusholdings.com,,List import
11083010,Inactive Investor,David Crawford,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,david.crawford@fidelity.com,,Salesforce
10916870,Inactive Investor,Justin Ellis,,"Wells Fargo Clearing Services, LLC Columbus GA 1607 Bradley Park Dr",justin.t.ellis@wellsfargo.com,,Salesforce
11120062,Inactive Investor,Howard Johnson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bellevue WA 11400 SE 8th St",howard.a.johnson@ampf.com,,Salesforce
11004174,Inactive Investor,Bryce Decker,,"Kestra Investment Services, LLC Ogden UT 2225 Washington Blvd",bryce.decker@kestrafinancial.com,,Salesforce
11097063,Inactive Investor,Albert Barsanti,Financial Advisor,"Wise Planning, Inc.",albert@wiseplanninginc.com,,Salesforce
9592221,,Daniel Coleman,,,theotherafro@gmail.com,,List import
11187960,Inactive Investor,Shaquan Edwards,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",shaquan.edwards@truist.com,,Salesforce
10991688,Inactive Investor,Ediola Hoxha,,J.P. Morgan Securities LLC New York NY 1411 Broadway,ediola.hoxha@jpmorgan.com,,Salesforce
11176564,Inactive Investor,Randy Merciez,Financial Advisor,Edward Jones Tahlequah OK 460 S Muskogee Ave,randy.merciez@edwardjones.com,,Salesforce
10952819,Inactive Investor,Rodney Chu,,J.P. Morgan Securities LLC Beverly Hills CA 8500 Wilshire Blvd,rodney.chu@jpmorgan.com,,Salesforce
10793825,Inactive Investor,Jennifer Mills,Financial Advisor,Robert W. Baird & Co. Incorporated Tucson AZ 3567 E Sunrise Dr,jsmills@rwbaird.com,,Salesforce
11190743,Inactive Investor,Donald Cody,Chief Executive Officer;President,Global Macro Asset Management LLC,,,Salesforce
11218641,,John Lutz,,,johnlutz@awminc.biz,,Other
11096473,Inactive Investor,John Stottman,,PFS Investments Inc. Russellville AR 310 S Boston Ave,john.stottman@primerica.com,,Salesforce
10948073,Inactive Investor,John Dowell,,"First Heartland Capital, Inc. Monrovia IN 125 W Main St",jdowell@firstheartland.com,,Salesforce
10769973,Inactive Investor,Rebecca Osterkamp,Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",rebecca.osterkamp@wellsfargoadvisors.com,,Salesforce
11188387,Inactive Investor,Gavin Higgins,Financial Advisor,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",gavin.higgins@lfg.com,,Salesforce
9608250,,Jj 9000,,,jj9000@hotmail.com,,List import
11118639,Inactive Investor,Brandon Rainbolt,,LPL Financial LLC Edmond OK 2908 Via Esperanza,brandon.rainbolt@lpl.com,,Salesforce
11131714,Inactive Investor,Reuven Millstone,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
9541376,,Kiritee Gak,,,kiriteegak+zoom@gmail.com,,List import
11059992,Inactive Investor,Aaron Sautter,Financial Advisor;Managing Director,"Onyx Financial Advisors, LLC",asautter@onyxfinancial.com,,Salesforce
10974653,Inactive Investor,Sudan Loganathan,,Stephens New York NY 660 5th Ave,sloganathan@stephens.com,,Salesforce
11089549,Inactive Investor,Cathryn Lindsey,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",cathryn_lindsey@ml.com,,Salesforce
10875401,Inactive Investor,George Stadler,Financial Advisor,"Wells Fargo Clearing Services, LLC Fontana CA 16175 Sierra Lakes Pkwy",george.m.stadler@wellsfargo.com,,Salesforce
11170379,Inactive Investor,Issa Kamara,Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",issa.kamara@bofa.com,,Salesforce
11064552,Inactive Investor,Rosario Petrizzo,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Orland Park IL 10310 Orland Pkwy",,,Salesforce
9556900,,Eric Metz,,,emetz@spiderrockadvisors.com,,List import
9599236,,Maureen Fields,,,mfields@grimesco.com,,List import
10982480,Inactive Investor,Ramon Pons,,LPL Financial LLC Bridgeport CT 850 Main St,ramon.pons@lpl.com,,Salesforce
9633249,,LIUKE YANG,,,liuke@rebcm.com,,List import
225347,,Thomas Young,,[Unknown],thomas@rocketdollar.com,,
11201787,Inactive Investor,John Greenway,Wealth Advisor,LPL Financial LLC Mesa AZ 2929 N Power Rd,john.greenway@lpl.com,,Salesforce
10993096,Inactive Investor,Elizabeth Gaspari,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",elizabeth.gaspari@nm.com,,Salesforce
10981920,Inactive Investor,Jerry Wacura,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",jerry.wacura@empower.com,,Salesforce
348480,,Norman Kilarjian,Member,Aksia Llc,norman.kilarjian@aksia.com,212-710-5710,Manual List Upload
9547132,,Deandre Turner,,,turnerdeandre080@gmail.com,,List import
11097692,Inactive Investor,Lynda Dommel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10795837,Inactive Investor,Matthew Kneifl,Financial Advisor,Edward Jones Windsor Heights IA 1100 73rd St,matt.kneifl@edwardjones.com,,Salesforce
11024402,Inactive Investor,Chongfen Zhang,,"Globalink Securities, Inc. Fremont CA 3340 Walnut Ave",chongfen.zhang@globalinkusa.com,,Salesforce
9575640,,Robert Wheeler,,,rlwheeler@sagepointadvisor.com,,List import
9600682,,Jessica Mora,,,jmora@missionwealth.com,,List import
10943555,Inactive Investor,Alexandra Emma,,"HighTower Securities, LLC Naples FL 9045 Strada Stell Ct",aemma@hightoweradvisors.com,,Salesforce
11052542,Inactive Investor,Tenisha Vidal,,PFS Investments Inc. Honolulu HI 2153 N King St,tvidal@primerica.com,,Salesforce
11061029,Inactive Investor,David Wray,Senior Investment Strategist,Catalyst Financial Partners Saint Augustine FL Private Residence,,,Salesforce
10908862,Inactive Investor,Ross Moore,Financial Professional,"Equitable Advisors, LLC Wilmington NC 371 N Front St",ross.moore@equitable.com,,Salesforce
10644787,,Andrew Cochran,,,andrew.cochran@wallerhelms.com,,List Import
207658,,Scott Dickerson,"Financial Advisor, Investment Advisor Representative","Securities America Advisors, Inc.",scott.dickerson@securitiesamerica.com,806-331-2600,
10986542,Inactive Investor,Michele Hearn-Jones,,PFS Investments Inc. Southfield MI 16250 Northland Dr,mhearn-jones@primerica.com,,Salesforce
10889063,Inactive Investor,Bang Tran,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10061 Talbert Ave",bang.tran@tfaconnect.com,,Salesforce
11117429,Inactive Investor,Franco Estrada,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc.,franco.estrada-velasco@ubs.com,,Salesforce
10760271,Inactive Investor,Alvaro Tafur,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,alvaro.tafur@gs.com,,Salesforce
11210378,Inactive Investor,Luke Bauer,Financial Advisor,Edward Jones,,,Salesforce
205204,,Nicholas de Souza,,Citi,just_me_nicholasearl90@hotmail.com,(658) 291-5515,
346222,,Stefanie Krasic,"Product Strategy Associate, Investor Relations Associate","50 South Capital Advisors, Llc",sk885@ntrs.com,312-630-6000,Manual List Upload
341526,,Jacob Hudson,Managing Partner,Atlas Holdings Llc,jhudson@atlasholdingsllc.com,203-622-9138,Manual List Upload
9584015,,Gab I,,,gabriel@ibghy.com,,List import
11165703,Inactive Investor,Brandon Gilliam,,"Equitable Advisors, LLC Greenville SC 141 Traction St",brandon.gilliam@equitable.com,,Salesforce
223012,,Deez Nutz,,[Unknown],ranianasr2@yahoo.com,,
11200559,Inactive Investor,Michael Kiper,,"Parkland Securities, LLC Louisville KY 2612 Flat Rock Rd",,,Salesforce
10967523,Inactive Investor,Gianni Valentini,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,,,Salesforce
11025680,Inactive Investor,Kevin Rakowski,,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",,,Salesforce
9549484,,Bob Chalfin,,,bob@chalfin.com,,List import
11186560,Inactive Investor,Jack Bell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11047372,Inactive Investor,John O'Donnell,Founder,Makrod Investment Associates Inc,jodonnell@makrod.com,,Salesforce
1001609,Inactive Investor,Tom Costello,Managing Director,Duchossois Capital Management,tcostello@duch.com, +1 312 586 2080,Database Upload
11042303,Inactive Investor,Franz Warren,Managing Director;Regional Director,J.P. Morgan Securities LLC Southport CT 292 Pequot Ave,franz.a.warren@chase.com,,Salesforce
11036419,Inactive Investor,Gayle Martin,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Paducah KY 4730 Village Square Dr,gmartin@rwbaird.com,,Salesforce
10827234,Inactive Investor,Robert Evans,Private Client Advisor,J.P. Morgan Securities LLC Parrish FL 11295 US Hwy 301 N,robert.x.evans@jpmorgan.com,,Salesforce
10905118,Inactive Investor,William Freck,,"Cambridge Investment Research, Inc. Reston VA 12020 Sunrise Valley Dr",,,Salesforce
10795319,Inactive Investor,Mark Johnson,Branch Manager;Chief Supervision Officer;Senior Vice President;Vice President,Colliers Securities LLC Fargo ND 3170 43rd St S,mark.johnson@colliers.com,,Salesforce
10940844,Inactive Investor,Jarrod Dunbar,Financial Advisor,Edward Jones Lexington NC 721 Vineyards Xing,jarrod.dunbar@edwardjones.com,,Salesforce
10862176,Inactive Investor,Timothy Stelling,,"Grove Point Investments, LLC Coupeville WA Private Residence",tstelling@hbeckinc.com,,Salesforce
9466619,,Adam Swick,,Adam Swick,swicky08@gmail.com,,List Import
9589183,,Andrew Bier,,,ambier88@gmail.com,,List import
10889342,Inactive Investor,Victoria Viso,,NYLIFE Securities LLC Atherton CA 69 Santiago Ave,vaviso@ft.newyorklife.com,,Salesforce
10786396,Inactive Investor,Lei Wu,,Citigroup Global Markets Inc.,,,Salesforce
11090517,Inactive Investor,Jeanette Salsbery,,NYLIFE Securities LLC Topeka KS Private Residence,jsalsbery@ft.newyorklife.com,,Salesforce
9573121,,Michael Ulatsky,,,mulatsky@financialguide.com,,List import
9609780,,TAI VU,,,vutai1991@gmail.com,,List import
10994098,Inactive Investor,Peter Kim,,J.P. Morgan Securities LLC New York NY 120 Broadway,peter.kim@jpmorgan.com,,Salesforce
11222121,,Mitchel Needelman,,,mitch@myspectrum.com,,List Import
11186835,Inactive Investor,Joseph Stevenson,Financial Advisor;Vice President,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,jscott.stevenson@morganstanley.com,,Salesforce
9607790,,James Tuck,,,tuck.jamie@gmail.com,,List import
9576429,,Jeffrey Myers,,,jeff.myers@53.com,,List import
11084447,Inactive Investor,Joseph Baumann,Chief Compliance Officer;Founder;Owner,"Cambridge Financial and Tax Advisors, LLC.",joseph@cambridgecolumbus.com,,Salesforce
9582782,,Steven Triplett,,,s.triplett@fi.com,,List import
9646429,,Petr Bláha,,,petr.blaha2@gmail.com,,List import
9579298,,Colin Moors,,,cmoors@americanportfolios.com,,List import
11013588,Inactive Investor,Kim Albano,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,,,Salesforce
10616406,,Magdalena Sekscinski,,,magdalena.x.ostrowska@jpmorgan.com,,List Import
11184144,Inactive Investor,Norman Nabhan,Institutional Consulting Director;Investing with Impact Director;Managing Director,Morgan Stanley Houston TX 2800 Post Oak Blvd,norman.nabhan@morganstanley.com,,Salesforce
11117086,Inactive Investor,Jordan Aylward,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11100862,Inactive Investor,Cheyenne Cannova,,"Avantax Investment Services, Inc. Toms River NJ Private Residence",,,Salesforce
11068180,Inactive Investor,Steven Bissonnette,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 262 S River Rd",steve.bissonnette@ampf.com,,Salesforce
11182230,Inactive Investor,Michael Gilliam,,"Ameritas Investment Company, LLC Chesterfield MO 641 Cepi Dr",mgilliam@ameritas.com,,Salesforce
10960072,Inactive Investor,Paul Ginley,,Morgan Stanley,,,Salesforce
10812909,Inactive Investor,Cyrus Brame,,LPL Financial LLC North Wilkesboro NC 311 9th St,cyrus.brame@lpl.com,,Salesforce
9627413,,Tamaraebi Itoko,,,pulls-scent.0l@icloud.com,,List import
11064270,Inactive Investor,Hussain Lokhandwala,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,hlokhandwal@ft.newyorklife.com,,Salesforce
10957119,Inactive Investor,Christoper Cevasco,,LPL Financial LLC Lincroft NJ 1177 W Front St,christoper.cevasco@lpl.com,,Salesforce
10982690,Inactive Investor,Vladimir Zusman,,"Wells Fargo Advisors Financial Network, LLC Brooklyn NY 2570 E 17th St",,,Salesforce
10898372,Inactive Investor,Cody Burroughs,,State Farm VP Management Corp. Spring Valley IL 313 S Spalding St,codyburroughs@statefarm.com,,Salesforce
10774420,Inactive Investor,Bruce Hansen,Financial Advisor,Edward Jones Chehalis WA 1539 NW Louisiana Ave,bruce.hansen@edwardjones.com,,Salesforce
10770300,Inactive Investor,Melissa Mao,Director;Financial Planner,Citigroup Global Markets Inc.,melissa.mao@citi.com,,Salesforce
10839497,Inactive Investor,Robert McLaughlin,Investment Advisor,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,robert.mclaughlin@lpl.com,,Salesforce
10888228,Inactive Investor,Algernon Tu,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Vancouver WA 6407 NE 117th Ave",algernon.tu@usbank.com,,Salesforce
10882222,Inactive Investor,Christopher Carosa,Chief Compliance Officer;Managing Member;President,"Carosa, Stanton & Depaolo Asset Management, LLC",ccarosa@carosastanton.com,,Salesforce
11097252,Inactive Investor,Richard Zuehlke,,"Raymond James Financial Services, Inc. Green Bay WI 1277 W Mason St",richard.zuehlke@raymondjames.com,,Salesforce
11160474,Inactive Investor,Amanda Librizzi,Branch Manager;Executive Director,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,amanda.defrancesco@ubs.com,,Salesforce
9642446,,Larry Hoffman,,,lhoffman@larrythelawyer.net,,List import
50653,,Noah Schwartz,,Fidelity Personal and Workplace Advisors,noah.schwartz@fidelity.com,,
11171372,Inactive Investor,Adam Turgeon,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,adam.turgeon@primerica.com,,Salesforce
353236,,Nikisha Alcindor,Managing Director,Riverside Management Group,nalcindor@rmginvestments.com,,Event
11122250,Inactive Investor,John Foran,Wealth Advisor,LPL Financial LLC Somerville NJ 54 Grove St,j.foran@lpl.com,,Salesforce
10761463,Inactive Investor,Carol Diez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",carol.diez@ml.com,,Salesforce
10925530,Inactive Investor,Priscilla More,,"Vanderbilt Securities, LLC Locust Valley NY 168 Forest Ave",,,Salesforce
9585918,,Brian Fitzgerald,,,brian.fitzgerald.hn2k@fmr.com,,List import
11174104,Inactive Investor,Bradford Yamada,Analyst;Head - Research;Member;Partner,Argos Wealth Advisors LLC Park City UT Private Residence,byamada@argoswealth.com,,Salesforce
11229120,Inactive Investor,Brian Fogarty,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
11130158,Inactive Investor,Sarah Werner,,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
10494421,,Stacey Smith,"Chief Compliance Officer, Financial Advisor, Partner, Principal",S&S Wealth Management,staceysmith@sswm.net,,List import
9592188,,Thomas Reynolds,,,thomas@rimgt.com,,List import
343230,,Simon Schafer,Partner,Odey Asset Management Llp,s.schafer@odey.com,020-720-81400,Manual List Upload
1001241,Inactive Investor,John Iadeluca,Banz Capital,Banz Capital,john@banz.capital,,3rd Party Lead Gen
10912146,Inactive Investor,Kathleen Bowen,,"Cambridge Investment Research, Inc. Aurora CO 2821 S Parker Rd",,,Salesforce
9629278,,leo angdaya,,,leo8868888@outlook.com,,List import
11226698,,[Unknown],,,sue@experiencealive.com,,Web Form Fillout
10933540,Inactive Investor,William Van Nortwick,Founding Partner;Member,Kimsa Asset Management LLC Portland OR 13190 SW 68th Pkwy,mvanpelt@kimsawealth.com,,Salesforce
10775827,Inactive Investor,Edward Ahn,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",edward_ahn@ml.com,,Salesforce
9548219,,Tim Lee,,,lylg2008@hotmail.com,,List import
11045874,Inactive Investor,Alison Olson,,"Osaic Wealth, Inc. Olympia WA 2409 Pacific Ave SE",,,Salesforce
11053157,Inactive Investor,Nancy Westbrook,Financial Advisor,One Day In July LLC,nancy@onedayinjuly.com,,Salesforce
10801322,Inactive Investor,Karen Logan,Financial Consultant;Senior Institutional Consultant;Vice President,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",karen.hawkridge@wellsfargoadvisors.com,,Salesforce
6750979,,Michael Leonard,,,leonarddakota2494@gmail.com,,Web Form Fillout
10835157,Inactive Investor,Eric Arvold,Principal,"Portside Investment Advisors, LLC",eric.arvold@portsideia.com,,Salesforce
9648350,,Tanya Osullivan,,,solutions2u@protonmail.com,,List import
9595415,,Kat Bogacz,,,katbogacz@gmail.com,,List import
11133739,Inactive Investor,Francis Simola,,"Allstate Financial Services, LLC Fort Washington PA 7241 Hollywood Rd",francissimola@allstate.com,,Salesforce
10786302,Inactive Investor,Melissa Cabrera,,Fidelity Brokerage Services LLC,melissa.cabrera@fidelity.com,,Salesforce
10799229,Inactive Investor,Timothy Hurst,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Lisle IL 4225 Naperville Rd,timothy.hurst@morganstanley.com,,Salesforce
345366,,Sara Hibbs,Financial Professional,"Rcm Capital Management, L.l.c.",sara@rcmcapital.net,609-704-0500,Manual List Upload
9569338,,Bradley Jones,,,bradleyjones@financialguide.com,,List import
10885643,Inactive Investor,Stephen Dowdell,Financial Advisor,LPL Financial LLC Cleveland OH 21800 Lorain Rd,stephen.dowdell@lpl.com,,Salesforce
10931182,Inactive Investor,Debora Galindo,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9613047,,Bernadine Jackson-Kelly,,,bj3@ntrs.com,,List import
9543490,,Bette Grace,,,bgrace@sagepointadvisor.com,,List import
11198095,Inactive Investor,Kathryn Seckel,,MWA Financial Services Inc. Marion OH 1992 Zwayer Dr,kathryn.m.seckel@mwarep.org,,Salesforce
11178315,Inactive Investor,Evelio Leon,,PFS Investments Inc. Lawndale CA 14829 Hawthorne Blvd,evelio.leon@primerica.com,,Salesforce
343295,,nobuyuki takahashi,,[Unknown],nobuyuki.takahashi@hakuhodody-media.co.jp,,
219623,,Eric Sappington,,[Unknown],eric.sappington88@gmail.com,,Direct
11174286,Inactive Investor,Qian Zhang,,J.P. Morgan Securities LLC Dallas TX 13398 Preston Rd,qian.zhang@jpmorgan.com,,Salesforce
11000905,Inactive Investor,John Free,,J.P. Morgan Securities LLC Canonsburg PA 3903 Washington Rd,,,Salesforce
11024211,Inactive Investor,David Whetsell,Financial Consultant,LPL Financial LLC Tunkhannock PA 802 Hunter Hwy,d.whetsell@lpl.com,,Salesforce
10912954,Inactive Investor,Joseph Arsenault,Wealth Advisor;Wealth Manager,Heritage Financial Services,jarsenault@heritagefinancial.net,,Salesforce
10808116,Inactive Investor,William Woolard,President,"Third Day Capital, Inc.",,,Salesforce
371364,,Todd Hunter,,United States,toddjhunter@yahoo.com,,Salesforce
10991975,Inactive Investor,Andrew Sackrison,Wealth Planning Advisor,"Osaic FA, Inc. Minneapolis MN 7701 France Ave S",andrew.sackrison@lfg.com,,Salesforce
11192668,Inactive Investor,Nune Khachatryan,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",nune.khachatryan@bofa.com,,Salesforce
10824663,Inactive Investor,Ryan DeVore,Executive Committee Member;Head - Wealth Management,William Blair,rdevore@williamblair.com,,Salesforce
11173865,Inactive Investor,Samuel Hill,Associate Fixed Income Analyst,"Moneta Group Investment Advisors, LLC",shill@monetagroup.com,,Salesforce
11176178,Inactive Investor,Samuel Livingston,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11121705,Inactive Investor,Frederick Hoey,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",frederick_hoey@ml.com,,Salesforce
7424588,,Jenny Salinas,,,jencas480@gmail.com,8303279134,Web Form Fillout
11100428,Inactive Investor,Renee Cuchetti,Advisor,CPR Investments Inc,renee.cuchetti@cprinvestmentsinc.com,,Salesforce
11160684,Inactive Investor,Kyle French,Managing Member;Managing Partner,"FLB Capital Management, LLC",kyle@flbcapitalmanagement.com,,Salesforce
11017731,Inactive Investor,Vernon Blugh,,"Allstate Financial Services, LLC Staten Island NY 1277 Clove Rd",vernonblugh@allstate.com,,Salesforce
106896,,Keith Cordon,Owner,Encore Benefits,keith@myencorebenefits.com,,
10930705,Inactive Investor,Carnell Freeman,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",carnell.freeman@valic.com,,Salesforce
11159239,Inactive Investor,Debra Misson,,The Huntington Investment Company Maumee OH 597 W Dussel Dr,debra.misson@huntington.com,,Salesforce
10793556,Inactive Investor,Charles Cook,,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",charles.cook@prudential.com,,Salesforce
9557739,,John Labak,,,john@centennialsec.com,,List import
9620742,,Rodolfo Garcia Calderoni,,,rgarcia@globalxetfs.com,,List import
11049733,Inactive Investor,Tyler Pattee,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,tyler.pattee@fmr.com,,Salesforce
11036061,Inactive Investor,Thomas Truluck,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
11092874,Inactive Investor,John Cozart,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10647500,,Kevin Starkey,,,kstarkey@ftncm.com,,List Import
10969299,Inactive Investor,Juliana Santos,,Fidelity Brokerage Services LLC,,,Salesforce
10971239,Inactive Investor,Brandon Kremer,,Heximer Investment Management Inc,brandon@heximer.net,,Salesforce
10885592,Inactive Investor,Lynn Derouen,,"Avantax Investment Services, Inc. New Iberia LA 103 E Main St",,,Salesforce
9587303,,Andrea Lollo,,,karore3619@ncstorms.com,,List import
10794542,Inactive Investor,Leonard Isaacs,,NYLIFE Securities LLC New York NY 285 Fulton St,lisaacs@ft.newyorklife.com,,Salesforce
9554101,,Jose Llano,,,jluiswater@gmail.com,,List import
11023319,Inactive Investor,Francis Connolly,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9545358,,Ravi Srivastava,,,lsdicqravi@gmail.com,,List import
9577253,,Tao Li,,,tao.li@transamerica.com,,List import
10510522,,Kerri Massman,Director of Sales and Operations,The ETF Institute,kerrimassman@theetfinstitute.org,,List Import
7615855,,Victor Stesin,,,victor.stesin.emg@gmail.com,,Web form fillout
11043004,Inactive Investor,Damon Garcia,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",damon_garcia@ml.com,,Salesforce
11056750,Inactive Investor,Benjamin Melton,Financial Advisor,LPL Financial LLC Mercer Island WA 9725 SE 36th St,ben.melton@lpl.com,,Salesforce
9645103,,Caitlin Long,,,caitlin@caitlin-long.com,,List import
11061904,Inactive Investor,Jordan Schaefer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jordan.schaefer@fmr.com,,Salesforce
9609592,,Matt Alpers,,,mattalp2010@gmail.com,,List import
11101447,Inactive Investor,Daniel Donnellan,,Cetera Advisor Networks LLC Clarksville TN 201 Main St,donnelland@ceteranetworks.com,,Salesforce
11007203,Inactive Investor,James West,,"Ameriprise Financial Services, LLC Minneapolis MN 3601 W 76th St",,,Salesforce
10966837,Inactive Investor,Benson Lim,,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,benson.lim@lpl.com,,Salesforce
9638171,,Hans Peterson,,,hans.peterson@seb.se,,List import
10422935,,Jay Saxa,,,jaygsaxa@gmail.com,,Web Form Fillout
1004332,Inactive Investor,Kyle Mayo,,Kyle Mayo,kyle.mayo@suntrust.com,,3rd Party Lead Gen
10833892,Inactive Investor,Bjorn Miller,Financial Advisor,LPL Financial LLC Saint Paul MN 4524 Hwy 61 N,bjorn.miller@lpl.com,,Salesforce
11039551,Inactive Investor,David Bailey,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",david.c.bailey@wellsfargoadvisors.com,,Salesforce
9613081,,Joseph Elegante,,,joe.elegante@ubs.com,,List import
11177533,Inactive Investor,Kelly Trageser,Chief Compliance Officer;Investment Advisor;Principal,"Sea Clear Financial Planning, LLC Brielle NJ 1027 Highway 70",ktrageser@seaclearfinancial.com,,Salesforce
10754761,Inactive Investor,Christa Graverson,Chief Compliance Officer,Robert W. Baird & Co. Incorporated,,,Salesforce
10767393,Inactive Investor,Peter McCarthy,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,peter.t.mccarthy@morganstanley.com,,Salesforce
240782,,Chandhok Roger,,[Unknown],roger.chandhok@nbc.ca,,Event
10850285,Inactive Investor,Vernon Cunningham,,LPL Financial LLC Annapolis MD 5 Park Pl,vernon.cunningham@lpl.com,,Salesforce
11234765,Inactive Investor,Ryan Cosgray,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Columbus OH 5000 Horizons Dr",rcosgray@sequoia-financial.com,,Salesforce
11107412,Inactive Investor,Cindy Tibbles,,"Osaic Wealth, Inc.",,,Salesforce
10796289,Inactive Investor,Scott Sinclair,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",scott.sinclair@wellsfargoadvisors.com,,Salesforce
9546685,,Levi Wiget,,,levi.wiget@fidelity.com,,List import
9553111,,Jiaqi Wang,,,370607853@qq.com,,List import
10574211,,Wadell Jones,,,wadelljones@gmail.com,,Web Form Fillout
10812100,Inactive Investor,David Newman,Senior Vice President,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,david.newman@primerica.com,,Salesforce
11153394,Inactive Investor,William Perryman,,"Perryman Securities, Inc.",bperryman@billperryman.com,,Salesforce
10756710,Inactive Investor,Andrea Michelon,,UBS Financial Services Inc. Manchester NH 1155 Elm St,andrea.michelon@ubs.com,,Salesforce
9546534,,Karin Timpone,,,karintimpone@yahoo.com,,List import
10885463,Inactive Investor,Christopher Mcniel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11169768,Inactive Investor,Michael Curry,,Jefferies LLC,mcurry@jefferies.com,,Salesforce
11070716,Inactive Investor,William Marshall,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Wheaton IL 55 E Loop Rd",william.marshall@tiaa.org,,Salesforce
10894624,Inactive Investor,Joseph Kotran,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 501 Congress Ave",joseph.kotran@schwab.com,,Salesforce
10997567,Inactive Investor,Gary Pysz,Financial Advisor,"Family Legacy Financial Solutions, LLC",,,Salesforce
11218016,,Kevin Zawodniak,,,zawodniakk@stifel.com,,List Import
11288893,Inactive Investor,Stelios Koutsoumbelis,,Stelios Koutsoumbelis,stelios0531@gmail.com,516.681.8822,Salesforce
11222535,,Annette Hellmer,,,ahellmer@johnsonfinancialgroup.com,,List Import
10772845,Inactive Investor,Christopher Rockey,,"CFD Investments, Inc.",,,Salesforce
10945404,Inactive Investor,Heidi Cederlind,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11038318,Inactive Investor,Rosario Merendino,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,rosario.merendino@morganstanleypwm.com,,Salesforce
11050220,Inactive Investor,Geoffrey Nance,,LPL Financial LLC Westbury NY 1000 Corporate Dr,geoff.nance@lpl.com,,Salesforce
9589924,,Justin White,,,justin.white@ovationpartners.com,,List import
11062652,Inactive Investor,Philip Goodge,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,phil.goodge.pmk2@statefarm.com,,Salesforce
11015049,Inactive Investor,Staci Willis,,PFS Investments Inc. Waco TX 6611 Sanger Ave,swillis@primerica.com,,Salesforce
10978708,Inactive Investor,Adam Avila,Financial Advisor,"Pallas Capital Advisors, LLC Newport RI 51 Long Wharf Mall",adam@pallascapitaladvisors.com,,Salesforce
11230700,Inactive Investor,Alex Hinton,,"Ameriprise Financial Services, LLC Indiana PA 800 Philadelphia St",alex.hinton@ampf.com,,Salesforce
10798460,Inactive Investor,George Salvatore,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",george.salvatore@ml.com,,Salesforce
11133528,Inactive Investor,Godfrey Statia,,"American Portfolios Financial Services, Inc. Brooklyn NY 122 Ashland Pl",gstatia@americanportfolios.com,,Salesforce
10907898,Inactive Investor,Thomas McNulty,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Tinley Park IL Private Residence",,,Salesforce
9583897,,jihye park,,,jihye54208077@gmail.com,,List import
10939528,Inactive Investor,Jeffrey Roach,,LPL Financial LLC Indianapolis IN 10401 N Meridian St,jeffrey.roach@lpl.com,,Salesforce
11035929,Inactive Investor,Keith Lucas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tallmadge OH 56 Metric Dr",keith.m.lucas@ampf.com,,Salesforce
10969879,Inactive Investor,Klaytan Short,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10960935,Inactive Investor,Emmanuel Mirali,Relationship Manager,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10868821,Inactive Investor,Johnson Hoang,Financial Advisor,LPL Financial LLC Huntington Beach CA 5011 Argosy Ave,johnson.hoang@lpl.com,,Salesforce
10849049,Inactive Investor,Shihi Chu,Client Service Specialist,"Ameriprise Financial Services, LLC Vienna VA 301 Maple Ave W",shihi.x.chu@ampf.com,,Salesforce
11126827,Inactive Investor,Michael Kew,Financial Advisor,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,michael.kew@morganstanley.com,,Salesforce
9631615,,Suraj Chatrath,,,suraj.chatrath@gmail.com,,List import
9629361,,Yannan Wang,,,yannanwang@gmail.com,,List import
10921722,Inactive Investor,John Kerris,,Fidelity Brokerage Services LLC,,,Salesforce
9568535,,Christopher Hopper,,,christopher.hopper@53.com,,List import
11194286,Inactive Investor,David Frank,,"Osaic Wealth, Inc. Frederick MD 9099 Ridgefield Dr",,,Salesforce
9618139,,Charles Royce,,,croyce@roycefunds.com,,List import
10786352,Inactive Investor,Matthew Rogal,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,matthew.rogal@fidelity.com,,Salesforce
11055798,Inactive Investor,Abbie Musson,,"HighTower Securities, LLC Mission KS 1900 Shawnee Mission Pkwy",amusson@hightoweradvisors.com,,Salesforce
44268,,Gregg Millman,"Financial Advisor, Financial Services Representative","Principal Securities, Inc.",millman.gregg@principal.com,302-993-8078,
10860999,Inactive Investor,Patrick Price,,"Cambridge Investment Research, Inc. Danvers MA 222 Rosewood Dr",,,Salesforce
10614274,,Frank Loscalzo,Financial Advisor,,frank_loscalzo@glic.com,,List Import
11018774,Inactive Investor,Luis Enrique Morey Perez,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10758159,Inactive Investor,Stuart Lempert,Branch Manager;Vice President,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",stuart.lempert@schwab.com,,Salesforce
9646922,,Stephanie Mason,,,stephaniealicemason@gmail.com,,List import
9638149,,Joan Larson,,,jll@sandalwoodsecurities.com,,List import
10786858,Inactive Investor,Scott Perry,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Colorado Springs CO 121 S Tejon St,scott.m.perry@morganstanley.com,,Salesforce
9572259,,Aaron Cowen,,,acowen@suvcap.com,,List import
10700552,,Diego Santos,,,pixelbroficial7@gmail.com,,Web Form Fillout
11188092,Inactive Investor,Amina Gilchrist,Senior Retirement Consultant,"Osaic FA, Inc. Elsmere DE Private Residence",amina.shelton@lfg.com,,Salesforce
11061313,Inactive Investor,Hance Evans,,"Kestra Investment Services, LLC Towson MD 1122 Kenilworth Dr",,,Salesforce
9604321,,Shane Walker,,,yowhoa@yahoo.com,,List import
11058193,Inactive Investor,George Rau,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,george.rau@primerica.com,,Salesforce
176733,,James Mattingly,Director Investment Accounting,[Unknown],james.mattingly@anthem.com, +1 800 331 1476,Database Upload
11182543,Inactive Investor,Geoffrey Lamb,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",geoff.lamb@rbc.com,,Salesforce
10774185,Inactive Investor,Daniel Tresemer,,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
10965755,Inactive Investor,James Cacioppo,,LPL Financial LLC Beaumont TX 4184 Treadway Rd,james.cacioppo@lpl.com,,Salesforce
11170501,Inactive Investor,Jordon Lokatys,,"Empower Financial Services, Inc",,,Salesforce
11186409,Inactive Investor,Raya Prabhu,,Goldman Sachs & Co.,raya.mirandaprabhu@gs.com,,Salesforce
157246,,Ivan Fernando Zapata BEdoya,,[Unknown],ivanferchozb@gmail.com,,
9587119,,Jeff Foley,,,jfoley@gradientadvisors.com,,List import
10819039,Inactive Investor,Brett Cohen,Financial Advisor;Senior Investment Management Specialist;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10761971,Inactive Investor,Michael Tobin,,"HighTower Securities, LLC New York NY 505 5th Ave",mtobin@hightoweradvisors.com,,Salesforce
11148829,Inactive Investor,Ralph Disomma,Associate Director;Senior Director - Investments;Senior Financial Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,ralph.disomma@opco.com,,Salesforce
118210,,Kevin Gilligan,Financial Planner,"MML Investors Services, LLC",kgilligan@financialguide.com,440-857-3020,
10661858,,Eric Gurdian,,,egurdian@rjobrien.com,,List import
10510888,,Ryan Weber,Managing Director,Raymond James,ryan.weber@raymondjames.com,,List Import
10762642,Inactive Investor,Mathew Harries,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,scott.harries@ubs.com,,Salesforce
11052319,Inactive Investor,Gerardo Pasquel Beristain,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gerardo.pasquel-beristain@jpmorgan.com,,Salesforce
3824991,,Brave Heart Sencil,,,sencilb73@gmail.com,,Web Form Fillout
11233320,Inactive Investor,Thomas Lynch,Financial Advisor,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",tlynch@nationallife.com,,Salesforce
11162473,Inactive Investor,Jeffrey Innocenti,,LPL Financial LLC Palatine IL 1605 W Colonial Pkwy,jeff.m.innocenti@lpl.com,,Salesforce
10825627,Inactive Investor,Mark Kruse,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Toledo OH 5911 Renaissance Pl",mark.s.kruse@ampf.com,,Salesforce
1003825,Inactive Investor,Jaswinder Mehra,,Jaswinder Mehra,jassmehra21@gmail.com,15102539118,Organic Search
10953101,Inactive Investor,Zachary Yip,,Fidelity Brokerage Services LLC East Providence RI Private Residence,,,Salesforce
10800204,Inactive Investor,Traci Thordarson,,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",,,Salesforce
10488021,,Jerry Hoffmann,,"Osaic Wealth, Inc.",j45866@yahoo.com,,List Import
10614314,,Laurence Turell,Financial Advisor,,laurence_turell@glic.com,,List Import
9575355,,Timothy Goodman,,,timothy.goodman@53.com,,List import
202131,,Robert Woodruff,,[Unknown],kesios@protonmail.com,,Direct
11233309,Inactive Investor,James Fox,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
77462,,Brian Tann,,United States,shayandbre@gmail.com,,
11127197,Inactive Investor,Timothy Gibson,Advisor;Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 501 N Main St",timothy_j.gibson@ml.com,,Salesforce
11119015,Inactive Investor,Roy Gray,,"Raymond James Financial Services, Inc. Dallas TX 14951 Dallas Pkwy",roy.gray@raymondjames.com,,Salesforce
11157654,Inactive Investor,Jordan Mathews,Co-Portfolio Manager;Director - Research,"Ascension Capital Advisors, Inc.",jmathews@ascensioncapital.com,,Salesforce
9551784,,Jonathan Thompson,,,jonathan.thompson@point72.com,,List import
9585177,,Catherine Ziobro,,,catherine.ziobro@carlyle.com,,List import
9625391,,Dona Moore,,,donamoore@live.com,,List import
9631235,,Herry Makker,,,herrysingh1@outlook.com,,List import
11171572,Inactive Investor,Evan Harof,,Commonwealth Financial Network Buffalo NY 2805 Wehrle Dr,,,Salesforce
11052302,Inactive Investor,Dylan Sanchez,,J.P. Morgan Securities LLC New York NY 12 E 86th St,dylan.sanchez@chase.com,,Salesforce
10558542,,Mario Doyla,,,djasfar@gmail.com,,Web Form Fillout
10772979,Inactive Investor,Michael McCormick,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",michael_mccormick@ml.com,,Salesforce
9552973,,Eduardo Ferreira,,,duferreira@gmail.com,,List import
11091344,Inactive Investor,Maci Stringer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10753508,Inactive Investor,Jennifer Pearson,Senior Client Relationship Manager;Vice President,Rockefeller Financial LLC Chicago IL 227 W Monroe St,jpearson@rockco.com,,Salesforce
9580760,,Andrew Altfest,,,andrew@altfest.com,,List import
10908124,Inactive Investor,Tina Solomon,Independent Representative,PFS Investments Inc. Baldwinsville NY 12 Oswego St,tina.solomon@primerica.com,,Salesforce
10847428,Inactive Investor,Kristen Moosmiller,Chief Compliance Officer;Founder;Managing Member;Senior Advisor,NorthAvenue LLC,kristen@northavenuefa.com,,Salesforce
11102180,Inactive Investor,Marc Alport,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 9755 SW Barnes Rd",marc.alport@wellsfargoadvisors.com,,Salesforce
10832216,Inactive Investor,John Ridgway,,"Allstate Financial Services, LLC Stroudsburg PA 1471 N 9th St",johnridgway@allstate.com,,Salesforce
11114934,Inactive Investor,Faris Khan,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,faris.khan@fidelity.com,,Salesforce
9607354,,Colleen Spagnuolo,,,colleen.kneib@delinvest.com,,List import
11105259,Inactive Investor,Joseph Choi,Vice President,Morgan Stanley,,,Salesforce
10928692,Inactive Investor,Angela Quick,Premier Banker,"Wells Fargo Clearing Services, LLC Birmingham AL 2843 Cahaba Rd",,,Salesforce
9634449,,Benjamin Humphreys,,,bhumphreys@staplestreetcapital.com,,List import
10596410,,Thomas Ottman,,,tom@aquinascapitaladvisor.com,,Web Form Fillout
10902855,Inactive Investor,David Tyczynski,Financial Advisor,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",david.tyczynski@rbc.com,,Salesforce
11193167,Inactive Investor,Marc Apfelbaum,Financial Advisor,Edward Jones Downingtown PA 142 Wallace Ave,marc.apfelbaum@edwardjones.com,,Salesforce
167118,,Jason Elliott,,[Unknown],jason.elliott03@gmail.com,,
9627596,,Lauren Watt,,,lwatt@salesforce.com,,List import
11141711,Inactive Investor,Dakota Jarreau,Financial Advisor,Edward Jones Monticello AR 109 Westgate Dr,dakota.jarreau@edwardjones.com,,Salesforce
11043325,Inactive Investor,Ryan Coffman,,"Farmers Financial Solutions, LLC Portland OR 5319 SW Westgate Dr",,,Salesforce
10991218,Inactive Investor,James Bernstein,Chief Compliance Officer;Owner;President;Shareholder,QEX Asset Management LLC,jim@qexmanagement.com,,Salesforce
11095368,Inactive Investor,Wayne Soloaga,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President;Wealth Advisor,Morgan Stanley Sacramento CA 400 Capitol Mall,wayne.soloaga@morganstanley.com,,Salesforce
10818219,Inactive Investor,Kimberly Swaim,Personal Banker;Registered Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",kimberly.swaim@wellsfargoadvisors.com,,Salesforce
9625964,,Matt Karns,,,matt_d_karns@icloud.com,,List import
10920937,Inactive Investor,Albert Gardner,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,albert.gardner@primerica.com,,Salesforce
10955914,Inactive Investor,Kevin Hughes,Private Client Banker,J.P. Morgan Securities LLC Savannah GA 201 W Broughton St,kevin.j.hughes@chase.com,,Salesforce
11027311,Inactive Investor,Salvatore Lobue,Managing Director;Regional Director - Wealth,J.P. Morgan Securities LLC Spring TX 9590 Six Pines Dr,salvatore.lobue@jpmorgan.com,,Salesforce
10965326,Inactive Investor,Joshua Lovett,,LPL Financial LLC Colquitt GA 171 S Cuthbert St,josh.lovett@lpl.com,,Salesforce
218689,,Tim Bodner,,[Unknown],tim.r.bodner@pwc.com,,Direct
10823918,Inactive Investor,Ronald Coate,,"Continuum Advisory, LLC",,,Salesforce
10968554,Inactive Investor,James Schories,,"Cambridge Investment Research, Inc. New York NY 21 W 46th St",,,Salesforce
11059027,Inactive Investor,Christopher Hemmert,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,chemmert@ft.newyorklife.com,,Salesforce
207035,,KEHAN WANG,,[Unknown],kehwang957@gmail.com,,Paid Social
9562359,,John Hettiger,,,jhettiger@massmutual.com,,List import
121902,,Jules Klose,,"MML Investors Services, LLC",jklose@financialguide.com,443-492-6600,
10992501,Inactive Investor,Chace Jackson,,LPL Financial LLC Scottsdale AZ 7375 E Doubletree Ranch Rd,chace.jackson@lpl.com,,Salesforce
9543660,,George Moy,,,gmoy@valueline.com,,List import
11151667,Inactive Investor,Kim-Marie Hasson,,"The Benchmark Company, LLC",,,Salesforce
9570761,,Thomas Li,,,tli@angelogordon.com,,List import
9613069,,Michael Moran,,,michael.moran@heitman.com,,List import
11112652,Inactive Investor,Ngozi Metu,,PFS Investments Inc. West Covina CA 1050 Lakes Dr,ngozi.metu@primerica.com,,Salesforce
9571955,,Eric Bissonnette,Assistant Vice President,Fisher Investments,e.bissonnette@fi.com,,List import
9555014,,Kevin Maclaughlan,,,kmaclaughlan@cepfunds.com,,List import
10818140,Inactive Investor,Meredith Guedry,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",meredith.guedry@ml.com,,Salesforce
9595589,,Ronnie Gul,,,rgul@mesawestcapital.com,,List import
11082063,Inactive Investor,Henry Winship,Member,"Axxcess Wealth Management, LLC",henry@axxcesswealth.com,,Salesforce
10965858,Inactive Investor,Sydae Spencer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10930149,Inactive Investor,Anthony Lubrano,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",,,Salesforce
10924811,Inactive Investor,David Givnish,Investment Advisor Representative,LPL Financial LLC Carefree AZ Private Residence,david.givnish@lpl.com,,Salesforce
10761721,Inactive Investor,Thomas Ervin,Financial Advisor;Senior Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,thomas.c.ervin@morganstanley.com,,Salesforce
10978774,Inactive Investor,Matthew O'Hara,,Everhart Advisors,matthewo@everhartadvisors.com,,Salesforce
11160909,Inactive Investor,Amanda Nixon,,"Wells Fargo Clearing Services, LLC Langhorne PA 1420 E Lincoln Hwy",amanda.nixon@wellsfargoadvisors.com,,Salesforce
11150476,Inactive Investor,Paul Deer,,"Empower Financial Services, Inc Denver CO 2960 Simms St",paul.deer@empower.com,,Salesforce
10643922,,Jane Ott,,,jott@northsouthcap.com,,List import
10943844,Inactive Investor,Kanoshia Flemming,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",kanoshia.flemming@tiaa.org,,Salesforce
10829975,Inactive Investor,Geoffrey Fiszel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 200 Glastonbury Blvd",geoffrey_fiszel@ml.com,,Salesforce
11192558,Inactive Investor,Joseph Anderson,,Cetera Investment Services LLC Saint Petersburg FL 510 Central Ave,,,Salesforce
11003271,Inactive Investor,Paul Freitag,,"Cambridge Investment Research, Inc. Lakeville MN Private Residence",,,Salesforce
197846,,Fred Jevaney,,United States,fjevaney@gmail.com,,source
9583356,,Armando Capasso,,,armando.capasso@prudential.com,,List import
7060409,,san ta,,,sedob54449@proexbol.com,,Web form fillout
11208965,Inactive Investor,Brandon Hodgeson,Lead Advisor;Member,"Cambridge Financial Group, LLC",,,Salesforce
9620618,,Jan acosta,,,acosta.janp@gmail.com,,List import
9606459,,Halim Shukor,,,cerberusofdeath@gmail.com,,List import
11177306,Inactive Investor,Tyler Gall,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
11096057,Inactive Investor,Joel Regier,,"Bondurant Investment Advisory, LLC",joel@sbondinvest.com,,Salesforce
10926026,Inactive Investor,Tasha Williams,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",tasha.williams@nm.com,,Salesforce
11230979,Inactive Investor,Daniel Boeckman,,LPL Financial LLC Oklahoma City OK 5400 N Grand Blvd,,,Salesforce
11015790,Inactive Investor,Brenton Robertson,,"Stifel, Nicolaus & Company, Incorporated Columbia SC 515 Gervais St",robertsonb@stifel.com,,Salesforce
10767602,Inactive Investor,Michael Winn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,michael.winn@ubs.com,,Salesforce
10854837,Inactive Investor,Richard Easterbrook,Investment Advisor Representative,"Royal Fund Management, LLC Lake Mary FL 801 International Pkwy",richard@royalfundmanagement.com,,Salesforce
10847217,Inactive Investor,Adam Nugent,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Foresight Wealth Management, LLC Sandy UT 8915 S 700 E",,,Salesforce
11171369,Inactive Investor,Grayson Jaycox,,Vanguard Marketing Corporation,grayson_jaycox@vanguard.com,,Salesforce
10881500,Inactive Investor,Ashok Gangolli,Chief Compliance Officer;Chief Executive Officer;Member;Owner;Principal,Gramercy Consulting Group LLC,agangolli@gramercy-llc.com,,Salesforce
9612153,,Richard Patapoff,,,rpatapoff@aegonusa.com,,List import
10851749,Inactive Investor,Jeffrey Kong,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10611937,,Pamela Snetro,"Financial Advisor, First Vice President - Wealth Management, Senior Investment Management Consultant, Senior Vice President",,pamela.snetro@morganstanley.com,,List Import
11194712,Inactive Investor,Carole Burke,,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",carole.burke@wellsfargoadvisors.com,,Salesforce
11160944,Inactive Investor,Parichart Arredondo,,Commonwealth Financial Network Dallas TX 12222 Merit Dr,parredondo@commonwealth.com,,Salesforce
9631522,,Bablo Baishnab,,,bablo.plc@gmail.com,,List import
9642574,,Bob Kessing,,,bobkessing@aol.com,,List import
11024102,Inactive Investor,Shalayna Croft,,NYLIFE Securities LLC Linn Grove IA Private Residence,smcroft@ft.newyorklife.com,,Salesforce
10749115,,Nicola De Rosa  Tosto,,,nicoladerosa941968@gmail.com,,Web Form Fillout
11168775,Inactive Investor,Andres Lucero,Financial Advisor,Edward Jones Yakima WA 2401 S 1st St,andy.lucero@edwardjones.com,,Salesforce
10872861,Inactive Investor,Brock Mumford,Financial Advisor,LPL Financial LLC Vienna VA 8300 Boone Blvd,brock.mumford@lpl.com,,Salesforce
11124906,Inactive Investor,Christopher Moehring,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,christopher_moehring@vanguard.com,,Salesforce
10957749,Inactive Investor,Constandina Saites,Partner;Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,constandina.saites@corient.com,,Salesforce
10760425,Inactive Investor,Troy Zeller,Financial Advisor,"Wells Fargo Clearing Services, LLC Detroit Lakes MN 211 Holmes St W",troy.zeller@wellsfargo.com,,Salesforce
10837362,Inactive Investor,Melanie Linzel,Senior Client Associate,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,melanie.c.turner@ubs.com,,Salesforce
11015282,Inactive Investor,Milton Duran,,PFS Investments Inc. Newark CA 39899 Balentine Dr,,,Salesforce
5735745,,Alan Fuller,,,fullerdrew8409@gmail.com,,Web Form Fillout
11062964,Inactive Investor,Justin Sacca,Senior Litigation Counsel,"Osaic Wealth, Inc.",,,Salesforce
10850795,Inactive Investor,Jeremiah Rupp,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,jeremiah.rupp@fidelity.com,,Salesforce
11260198,Inactive Investor,Katerina Howie,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
352715,,Jill Essex,Family Office Manager,"Harris Preston & Partners, Llc",jessex@harrispreston.com,512-320-4111,Manual List Upload
10644961,,Christian Haymond,,,chaymond@mfs.com,,List Import
10768737,Inactive Investor,Douglas Boy,Financial Professional,Money Concepts Capital Corp Bellefontaine OH 325 N Main St,dboy@moneyconcepts.com,,Salesforce
10843325,Inactive Investor,Eduardo Vega,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
11001700,Inactive Investor,Emmanuel Zisis,,Cetera Financial Specialists LLC Glen Head NY 333 Glen Head Rd,,,Salesforce
11171280,Inactive Investor,Corey Bunnell,,J.P. Morgan Securities LLC Santa Cruz CA 730 Ocean St,corey.j.bunnell@chase.com,,Salesforce
10617806,,Matthew Deboer,,,matthew.deboer@wellsfargoadvisors.com,,List Import
11161930,Inactive Investor,Raymond Arias,,Kovack Securities Inc. Wesley Chapel FL 5815 Argerian Dr,rarias@ksifa.com,,Salesforce
9639578,,Joel Parrish,,,jparrish@shinnecock.com,,List import
233692,, -,,[[Unknown]],ssalinas2006@gmail.com,,
9571969,,Marion Elizabeth,,,elrumba3@hotmail.com,,List import
11083215,Inactive Investor,Carroll Beeson,,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",carroll.beeson@tfaconnect.com,,Salesforce
352323,,Jason Caiola,Manager,Harding Loevner Lp,jcaiola@hardingloevner.com,908-218-7900,Manual List Upload
11139513,Inactive Investor,Marion Nobles,,Fidelity Brokerage Services LLC,,,Salesforce
11032231,Inactive Investor,Shelli Cates,Financial Advisor,Edward Jones Port Hadlock WA 201 W Patison St,shelli.cates@edwardjones.com,,Salesforce
11060725,Inactive Investor,Francesco Mangiapane,,LPL Financial LLC San Diego CA 4707 Executive Dr,francesco.mangiapane@lpl.com,,Salesforce
10991000,Inactive Investor,Thea Oosthuizen,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",thea.oosthuizen@nm.com,,Salesforce
11034523,Inactive Investor,Nicholas Follett,,Commonwealth Financial Network,nfollett@commonwealth.com,,Salesforce
11055652,Inactive Investor,Douglas Thering,,"Paradigm Equities, Inc.",dthering@mea.org,,Salesforce
11051263,Inactive Investor,Rickie Schoenlein,,"R.M. Stark & Co., Inc.",rschoenlein@rmstark.com,,Salesforce
373442,,Ben Nichol,,[Unknown],vbcben@clbn.ca,,source
10918936,Inactive Investor,Kim Nash-Walker,Director - Investment Operations,Thrivent Investment Management Inc. Bellevue WA 11711 SE 8th St,kim.nash-walker@thrivent.com,,Salesforce
10950344,Inactive Investor,Ian Ross,,Deutsche Bank Securities Inc.,,,Salesforce
11013130,Inactive Investor,Roy Kim,,NYLIFE Securities LLC La Habra CA Private Residence,rkim@ft.newyorklife.com,,Salesforce
9607327,,Charles Fish,,,cefish@delinvest.com,,List import
11040977,Inactive Investor,Kristen Starr,Associate,Edward Jones Topeka KS 301 SW Gage Blvd,kristen.starr@edwardjones.com,,Salesforce
11097389,Inactive Investor,Kevin Ille,,LPL Financial LLC Olathe KS 13095 S Mur Len Rd,kevin.ille@lpl.com,,Salesforce
11129475,Inactive Investor,Michael Di Rocco,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",mdirocco@financialguide.com,,Salesforce
11139127,Inactive Investor,George Lorente,Financial Advisor,LPL Financial LLC Lodi CA 1920 Tienda Dr,george.lorente@lpl.com,,Salesforce
11158031,Inactive Investor,Traci Cerda,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11143085,Inactive Investor,Peter Birdwell,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",birdwellp@stifel.com,,Salesforce
11058319,Inactive Investor,Paul Mazarac,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",paul.mazarac@ampf.com,,Salesforce
11227423,Inactive Investor,Robert Pagliarini,,"Pacifica Wealth Advisors, Inc.",robert@pacificawealth.com,949-305-0500,Salesforce
10797581,Inactive Investor,Shane Wendt,Senior Trader;Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",shane.wendt@rbc.com,,Salesforce
11101019,Inactive Investor,Antonio Escobedo,,"Osaic Wealth, Inc.",,,Salesforce
10658988,,Connie Ho,,,connie.ho@tfaconnect.com,,List Import
10924318,Inactive Investor,Val Vogel,Financial Professional,LPL Financial LLC Kenner LA 1800 Williams Blvd,val.vogeljr@lpl.com,,Salesforce
11034563,Inactive Investor,James Meredith,Director,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,jtmeredith@rwbaird.com,,Salesforce
10904804,Inactive Investor,Paul Lavine,,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",paul.lavine@raymondjames.com,,Salesforce
10661682,,Thomas Weidaw,,,tweidaw@prairie-capital.com,,List Import
9562202,,Jeremy barnett,,,jeremy.barnett@resilience-partners.co.uk,,List import
11034121,Inactive Investor,Sandra Buhay,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
10824789,Inactive Investor,Denika Tokunaga,,LPL Financial LLC Fulton MD Private Residence,denika.tokunaga@lpl.com,,Salesforce
9577200,,Luis Betancourt Garcia,,,luisbetancourt93@gmail.com,,List import
11141187,Inactive Investor,William Sloan,Owner;Vice President,"Sound Financial Management, Inc.",alex@sound-financial.net,,Salesforce
10771228,Inactive Investor,Meghann McKenna,,NYLIFE Securities LLC Bozeman MT 1711 W College St,mpmckenna@ft.newyorklife.com,,Salesforce
9555722,,Thomas Steinmetz,,,tsteinmetz@capstonewa.com,,List import
11005232,Inactive Investor,Stephanie Bearse,Associate;Financial Advisor,Edward Jones Amesbury MA 19 Haverhill Rd,stephanie.bearse@edwardjones.com,,Salesforce
11006600,Inactive Investor,Travis Waiton,Financial Advisor,Edward Jones Bend OR 900 NW Mount Washington Dr,travis.waiton@edwardjones.com,,Salesforce
9613261,,William Waller,,,bwaller@williamblair.com,,List import
11182075,Inactive Investor,David Larson,Founding Partner;Managing Member,"ViaWealth, LLC",,,Salesforce
124419,,Jane Newton,Board Member,Regentatlantic,jnewton@regentatlantic.com,973-425-8420,Manual List Upload
11187259,Inactive Investor,Robin Roberts,,Purshe Kaplan Sterling Investments Canfield OH 6603 Summit Dr,rroberts@pksinvest.com,,Salesforce
11084426,Inactive Investor,Maryann Harrison,Chief Compliance Officer;Chief Operating Officer,Nollenberger McCullough Investment Advisors LLC,mharrison@nollmac.com,,Salesforce
11119334,Inactive Investor,Marcus Owens,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
248758,,Stella Odiwuor,Student,Minerva University,stella.odiwuor@uni.minerva.edu,,Manual List Upload
10486516,,Jodie West,Financial Advisor,"MML Investors Services, LLC",jodiewest@financialguide.com,,List Import
10773908,Inactive Investor,Theodore Friedlander,Chief Compliance Officer;President,Friedlander & Co Inc,,,Salesforce
10964443,Inactive Investor,Shannon Shaikhar,,Morgan Stanley,,,Salesforce
10830686,Inactive Investor,Jonathan Gonzalez,Regional Leader,PFS Investments Inc. Miami FL 7955 NW 12th St,jonathan.gonzalez@primerica.com,,Salesforce
10821361,Inactive Investor,Anthony Azrak,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Fresh Lake Wealth Management LLC,anthony@freshlakewealthmanagement.com,,Salesforce
216954,,Matt Henry,,[Unknown],matt.henry@starfinancial.com,,Event
10972902,Inactive Investor,Alexander Gunn,Financial Advisor,PNC Investments Georgetown TX 3003 Williams Dr,alexander.gunn@pnc.com,,Salesforce
9621158,,Tim Jones,,,timothy.jones@ubs.com,,List import
11072669,Inactive Investor,Timothy Olsen,Financial Advisor;Senior Vice President - Investments,&Partners Lake Forest IL 100 N Field Dr,tim.olsen@wellsfargoadvisors.com,,Salesforce
10959727,Inactive Investor,Ryan Levine,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,,,Salesforce
9646094,,James Bennett,,,james@bytetree.com,,List import
9553873,,Maxwell Motschwiller,,,msmotsch@gmail.com,,List import
11033365,Inactive Investor,William Orr,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
49960,,Kimberly Scouller,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",kim.scouller@transamerica.com,,
346594,,Sterling Sams,Associate Client Consultant,Cincinnati Asset Management Inc,ssams@cambonds.com,513-554-8500,Manual List Upload
9555458,,Donavan Brown,,,donavan.brown@bbh.com,,
11018166,Inactive Investor,Samuel Green,Assistant Vice President;Wealth Management Analyst,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,sam.h.green@morganstanley.com,,Salesforce
10813389,Inactive Investor,James Adams,Financial Advisor,Edward Jones Charlestown IN 956 Market St,james.adams@edwardjones.com,,Salesforce
11034555,Inactive Investor,Yasmine Worrell,,Commonwealth Financial Network Jericho NY 100 Jericho Quadrangle,,,Salesforce
9647093,,paul Arvanitis,,,parvan6582@aol.com,,List import
11208221,Inactive Investor,Scott Hiles,Financial Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,scott.hiles@ubs.com,,Salesforce
11075235,Inactive Investor,Manmeet Singh,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",manmeet.singh@equitable.com,,Salesforce
11108208,Inactive Investor,Tristan Amatruda,Financial Planning Assistant,"Ameriprise Financial Services, LLC Henrico VA 3951 Westerre Pkwy",tristan.amatruda@ampf.com,,Salesforce
9566622,,Kenneth Hagin,,,kennethhagin@protonmail.com,,List import
2486510,,DAVID TYLER,,,blockhd55@gmail.com,,
347370,,Suzie Pooley,Member,"Davenport Watts & Drake Investment Advisors, Llc",suzie@davenportwattsdrake.com,601-898-8069,Manual List Upload
64641,,Moshiur Rahman,,Bangladesh,joyeee93@gmail.com,,
10762866,Inactive Investor,Geoffrey Griffin,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",geoffrey.griffin@wellsfargoadvisors.com,,Salesforce
9595778,,Mike Berry,,,mayberry41@hotmail.com,,List import
11030886,Inactive Investor,James Taylor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",,,Salesforce
11158921,Inactive Investor,Jessica Mellberg,Investment Advisor;Investment Advisor Representative,Ocotillo Wealth Management LLC,,,Salesforce
10925204,Inactive Investor,Sean Robinson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10849327,Inactive Investor,Matt McKinney,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
5013910,,seak yut,,,mevowo6582@kixotic.com,,Web Form Fillout
11151182,Inactive Investor,Mary Steve-Brookins,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,mbrookins4vjwc@primerica.com,,Salesforce
10930326,Inactive Investor,Angel Colon,Risk Manager,Edward Jones Saint Louis MO Private Residence,,,Salesforce
11067177,Inactive Investor,Brad Rutledge,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Walnut Creek CA 2185 N California Blvd,brad.rutledge@ubs.com,,Salesforce
10960924,Inactive Investor,Adrian Buehler,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9629844,,Brendan Flaherty,,,bflaherty71@hotmail.com,,List import
10852969,Inactive Investor,Jessie McCool,Compliance Officer,"Wells Fargo Advisors Financial Network, LLC",jessie.lichter@wellsfargoadvisors.com,,Salesforce
11152816,Inactive Investor,Michelle Griefenberg,,Cetera Financial Specialists LLC Sedona AZ 6486 State Rte 179,michelle.griefenberg@ceterafs.com,,Salesforce
10831750,Inactive Investor,Pasquale Frattalone,,"Cambridge Investment Research, Inc. Hugo MN Private Residence",,,Salesforce
11049151,Inactive Investor,John Schachte,,MWA Financial Services Inc. Ashland PA Private Residence,john.c.schachte@mwarep.org,,Salesforce
9561622,,Camilo Tobar,,,jc@swiset.com,,List import
10878014,Inactive Investor,Katherine Meredith,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",katherine.meredith@ml.com,,Salesforce
89036,,Charlie Underwood,,James Hambro & Partners,cu@jameshambro.com,1235768044,Organic Search
11188222,Inactive Investor,Ahmad Grays,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
5414188,,Alexander Opportunity,,,aleopportunity2019@gmail.com,,Web Form Fillout
10920661,Inactive Investor,Benjamin Hoehler,,"Osaic Wealth, Inc. Louisville KY 10200 Forest Green Blvd",,,Salesforce
11148427,Inactive Investor,Bassim Michael,,"SCF Securities, Inc. Fresno CA 155 E Shaw Ave",bmichael@scfsecurities.com,,Salesforce
10987163,Inactive Investor,Susan Ellison,,PFS Investments Inc. Carrollton GA 522 Newnan St,sellison.hlx61@primerica.com,,Salesforce
9590682,,Jordan Walker,,,jwalk740@gmail.com,,List import
11005098,Inactive Investor,Jorge Delgado Diaz,,"Raymond James Financial Services, Inc. Kingman KS 136 W B Ave",jorge.delgado-diaz@raymondjames.com,,Salesforce
10529519,,Yi Zhou,,,vinaka@126.com,,Web Form Fillout
10785775,Inactive Investor,Henry Moore,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Martinsville VA 201 E Main St",mooreh@stifel.com,,Salesforce
10766636,Inactive Investor,Nick Polydoros,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,nick.j.polydoros@ubs.com,,Salesforce
9594747,,Nicholas Schulte,,,nschulte@suscpa.com,,List import
9402314,,Guillermo Sandoval,,,valsando2002@yahoo.com.ar,541144782208,Web form fillout
10862918,Inactive Investor,Daniel O'Neill,,"Concurrent Investment Advisors, LLC Englewood CO 5445 DTC Pkwy",,,Salesforce
9589343,,Stephen Jeselson,,,sjeselson26@gmail.com,,List import
10817650,Inactive Investor,Christopher Vargas,,J.P. Morgan Securities LLC Beaumont CA 1693 E 2nd St,christopher.a.vargas@jpmorgan.com,,Salesforce
346018,,Andrew Dyson,"CEO & Chairman, Board Of Managers",Qma,andrew.dyson@qmassociates.com,973-367-4653,
10604219,,Ogunjobi Jamiu,Mr,Monjay Intel food and Contractor company,jammyjamenmen@gmail.com,9137162352,List Import
10848515,Inactive Investor,Jon McAleney,,"The Investment Center, Inc. Chester NJ 1 Mill Ridge Ln",jmcaleney@investmentctr.com,,Salesforce
10862065,Inactive Investor,Cody Jordan,,"M Holdings Securities, Inc.",cody.jordan@mfin.com,,Salesforce
10890338,Inactive Investor,George Young,Financial Advisor,"Citizens Securities, Inc. Roslindale MA 777 South St",george.d.young@citizenssecurities.com,,Salesforce
337471,,Michele Harriott,Associate,Consolidated Portfolio Review Corp,michele@diefendorfcapital.com,631-845-5100,Manual List Upload
10956739,Inactive Investor,Craig Middendorf,,"IFP Securities, LLC Florence KY 7620 Dixie Hwy",craig.middendorf@ifpartners.com,,Salesforce
9569084,,Adrian Davies,,,adavies@woodstockcorp.com,,List import
9626013,,Leoel Gonzales,,,leoelg@usa.net,,List import
11130353,Inactive Investor,Judy Huey,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",judy.huey@wellsfargoadvisors.com,,Salesforce
9630571,,Olivier Evrard,,,olivier.evrard@telenet.be,,List import
4902975,,Matt McPhee,,,matt@vaultdigitalfunds.com,,Web form fillout
96113,,Kristen Lanning,Chief Compliance Officer,"Pacesetter Financial Group, L.l.c.",kristen@jmabbott.com,217-735-1576,Manual List Upload
10816093,Inactive Investor,Robin Nelson,Senior Client Associate,"Moors & Cabot, Inc. Winter Park FL 941 W Morse Blvd",roleary@moorscabot.com,,Salesforce
10852182,Inactive Investor,Jeffrey Brudner,Advisor,Commonwealth Financial Network Wellesley MA 1 Hollis St,jbrudner@commonwealth.com,,Salesforce
11210669,Inactive Investor,Juan Marin,,J.P. Morgan Securities LLC Humble TX 19747 Hwy 59 N,juan.marin@jpmorgan.com,,Salesforce
10762465,Inactive Investor,Maria Oliva,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,mteresa.oliva@morganstanley.com,,Salesforce
11100198,Inactive Investor,Mark Drennan,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,drennanm@ceteranetworks.com,,Salesforce
11121710,Inactive Investor,Donna Enright,Assistant Vice President;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",donna_enright@ml.com,,Salesforce
11186177,Inactive Investor,Cole Yamakawa,,Cetera Advisor Networks LLC Honolulu HI 745 Fort Street Mall,,,Salesforce
10878319,Inactive Investor,Arline Schmitt,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10854949,Inactive Investor,Deborah Redd,,PFS Investments Inc. Wills Point TX 588 N 4th St,deborah.redd@primerica.com,,Salesforce
10647120,,Glendon Babcock,,,glen.babcock@nm.com,,List Import
10849567,Inactive Investor,Jessica Bedell,Chief Compliance Officer,Wallace Hart Capital Management,jessica@wallacehart.com,,Salesforce
9564824,,Etleva Shehu,,,etlevashehu12@gmail.com,,List import
9558172,,Christopher Glass,,,cglass@williamblair.com,,List import
9641420,,Michael Foran,,,michael.foran@lfg.com,,List import
10845972,Inactive Investor,Steven Garringer,,State Farm VP Management Corp. Eagle ID 1299 E Iron Eagle Dr,,,Salesforce
10644522,,James Stephens,,,james.stephens@primerica.com,,List Import
10823966,Inactive Investor,Margaret Petrillo,Financial Advisor;Wealth Advisor,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,maggie.petrillo@jpmorgan.com,,Salesforce
10945293,Inactive Investor,John Kenney,,Jefferies LLC,jkenney@jefferies.com,,Salesforce
10809146,Inactive Investor,Jennifer Cole,Advisor;Member;President;Retirement Planner,"Cole Financial Consulting, LLC",jcole@colefinancialconsulting.com,,Salesforce
10827548,Inactive Investor,Michael Keeton,Chief Investment Officer;Investment Advisor;Principal;Regulatory Contact,"Grange Capital, LLC",bkeeton@grangecapital.com,,Salesforce
10864804,Inactive Investor,Julia Glynn,,Deutsche Bank Securities Inc.,julia@deutschewealth.com,,Salesforce
10987246,Inactive Investor,Brian Madinger,,LPL Financial LLC Carmel IN 580 E Carmel Dr,brian.madinger@lpl.com,,Salesforce
10988937,Inactive Investor,Kayla Taylor,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kayla_taylor@vanguard.com,,Salesforce
11172522,Inactive Investor,Dafna Gonen,Chief Executive Officer;Manager,"Pioneer Family Office, LLC",,,Salesforce
342711,,Christopher Smernoff,Chief Financial Officer,Ellington Residential Mortgage Management Llc,csmernoff@earnreit.com,203-698-1200,Manual List Upload
10832286,Inactive Investor,Hersh Kumbhani,Financial Advisor,Robert W. Baird & Co. Incorporated,hkumbhani@rwbaird.com,,Salesforce
9586417,,Stuart Blankenship,,,stuart.blankenship@lfg.com,,List import
11041527,Inactive Investor,Stephanie Oropeza,,J.P. Morgan Securities LLC Lake Elsinore CA 25331 Railroad Canyon Rd,stephanie.gutierrez@jpmorgan.com,,Salesforce
10895426,Inactive Investor,Nancy Andrew,Private Wealth Advisor,"Flagship Harbor Advisors, LLC Hampton NH 428 Lafayette Rd",nancy.andrew@flagshipharbor.com,,Salesforce
10946209,Inactive Investor,William Lewis,,"Northwestern Mutual Investment Services, LLC Gainesville FL 4965 NW 8th Ave",william.j.lewis@nm.com,,Salesforce
10990444,Inactive Investor,Lane Cicciarelli,Registered Branch Associate,Edward Jones Clarion PA 44 N 1st Ave,,,Salesforce
371951,,Krista M,,[Unknown],tolerantplanet@gmail.com,,Google Ad
11189690,Inactive Investor,Mehreen Hasan,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",mehreen.hasan@nm.com,,Salesforce
10853164,Inactive Investor,Nelly Mubashi,Chief Executive Officer;Compliance Manager,Northwest Asset Management,nelly@nwasset.com,,Salesforce
10871590,Inactive Investor,Brian Hamilton,Financial Advisor,Edward Jones Lenexa KS 8651 Penrose Ln,brian.hamilton@edwardjones.com,,Salesforce
10801983,Inactive Investor,Martin Maier,Financial Advisor,LPL Financial LLC Chesaning MI 115 W Broad St,martin.maier@lpl.com,,Salesforce
10896864,Inactive Investor,Bryce Johnson,Chief Compliance Officer;Managing Member;Principal,Risemint,bryce@risemint.com,,Salesforce
10975398,Inactive Investor,James Jackson,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Collective Wealth, LLC",njackson@tritoncapitaladvisors.com,,Salesforce
10903080,Inactive Investor,Michael Grunloh,Financial Professional,"Voya Financial Advisors, Inc. Cape Girardeau MO 325 S Kingshighway St",michael.grunloh@voyafa.com,,Salesforce
10656461,,Tina De Gante,,,tina.degante@ubs.com,,List Import
11230076,Inactive Investor,Ryan Radenbaugh,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,rradenbaugh@ft.newyorklife.com,,Salesforce
11234220,Inactive Investor,Zachary Pace,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10967029,Inactive Investor,William Watkins,,"Wells Fargo Clearing Services, LLC Chapel Hill NC 101 Banks Dr",william.watkins@wellsfargo.com,,Salesforce
1002753,Inactive Investor,Matthew Blattmachr,"President, CEO, Vice President & Trust Officer",Peak Trust Company,mblattmachr@peaktrust.com, +1 907 278 6775,Database Upload
11078665,Inactive Investor,Reagan Fitzgibbons,Financial Advisor,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",reagan.fitzgibbons@equitable.com,,Salesforce
10700835,,Serah Gomez,,,serahgmz@gmail.com,,Web Form Fillout
11149862,Inactive Investor,Giovanni Pizarro,,PFS Investments Inc. Middlesex NJ 250 Lackland Dr,gpizarro@primerica.com,,Salesforce
11236101,Inactive Investor,Andrew Yoon,,Leerink Partners LLC Venice CA 73 Market St,,,Salesforce
11060410,Inactive Investor,John Forbes,Principal;Registered Principal,LPL Financial LLC Carbondale IL 1160 Cedar Ct,john.forbes@lpl.com,,Salesforce
11146524,Inactive Investor,Christiane Tomasi,Chief Compliance Officer;Chief Executive Officer;Principal,CS Tomasi Wealth Management,christiane@cstomasi.com,,Salesforce
158949,,Markus Mattsson,,[Unknown],markus.e.mattsson@outlook.com,,Paid Social
10772057,Inactive Investor,Wayne Baum,Chairman;Elected Manager,"David Vaughan Investments, LLC",wbaum@dviinc.com,,Salesforce
11179193,Inactive Investor,Sean Rogers,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",sean.rogers@wellsfargo.com,,Salesforce
10925165,Inactive Investor,Madison Gay,,Fidelity Brokerage Services LLC,,,Salesforce
10805260,Inactive Investor,David La Pointe,Principal,LPL Financial LLC Temecula CA 43980 Margarita Rd,david.lapointe@lpl.com,,Salesforce
11025742,Inactive Investor,Lori Tuggle,,State Farm VP Management Corp. Bastrop TX 815 Hwy 71 W,lori.tuggle.ngjg@statefarm.com,,Salesforce
10922829,Inactive Investor,Esther Jordan,,"Allstate Financial Services, LLC Yonkers NY 939 McLean Ave",estherjordan@allstate.com,,Salesforce
10833262,Inactive Investor,Jeffrey Jaskol,,"Private Client Services, LLC Blackwood NJ 900 Rte 168",,,Salesforce
88060,,JAROSLAV PILJAR,CEO,JPAM,jp-capital@egix.net,,Event
11095052,Inactive Investor,Lisa Wesolek,Chief Operating Officer;Co-Founder;Member;President,"VELA Investment Management, LLC",lwesolek@vela-im.com,,Salesforce
9604430,,FESTUS TURLINGTON,,,festus@tridentdigital.io,,List import
10595928,,Greg Rhoe,,,kaise1214@naver.com,,Web form fillout
10773709,Inactive Investor,Steven Edwards,Managing Partner,"Arcus Capital Partners, LLC",steve.edwards@arcuscp.com,,Salesforce
11162877,Inactive Investor,Aaron Allen,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11035337,Inactive Investor,Susan Penney,,Kovack Securities Inc. Oklahoma City OK 10900 Hefner Pointe Dr,sue@kovacksecurities.com,,Salesforce
11163162,Inactive Investor,Demetria Dorsey,,"Northern Trust Securities, Inc.",demetria.dorsey@northerntrust.com,,Salesforce
10648315,,Eric Struble,,,eric.struble@fmr.com,,List Import
346918,,David Outcalt,Partner,Lexington Partners L.p.,dboutcalt@lexpartners.com,212-754-0411,Manual List Upload
11114376,Inactive Investor,Julia Bialoglowa,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11062971,Inactive Investor,Kelly Strasser,,"Osaic Wealth, Inc. Buffalo NY 5350 Main St",,,Salesforce
11190412,Inactive Investor,Robert Wright,Investment Advisor Representative,"Osaic Wealth, Inc. Livonia MI 17199 N Laurel Park Dr",,,Salesforce
10844125,Inactive Investor,Gerald Graves,Chief Compliance Officer;Managing Partner,"Filigree Wealth Advisors, LLC",gerald@filigreeadvisors.com,,Salesforce
11114982,Inactive Investor,Austin Weaver,,"American Fidelity Securities, Inc.",austin.weaver@americanfidelity.com,,Salesforce
10756139,Inactive Investor,Melissa Van Putten-Henderson,Managing Director,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,melissa.henderson@ubs.com,,Salesforce
11000053,Inactive Investor,Michael Corelli,Managing Director - Research;Senior Research Analyst,Lisanti Capital Growth LLC,mcorelli@lisanticap.com,,Salesforce
11166368,Inactive Investor,Kelly Burke,,"Allstate Financial Services, LLC Denver CO 695 S Colorado Blvd",kellyburke@allstate.com,,Salesforce
9606458,,Robert B Hughes Jr -,,,rhughes0413@gmail.com,,List import
3349678,,Fabiana santos,,,fabiana018.fs@gmail.com,,Web Form Fillout
10921624,Inactive Investor,Wade Dillman,,"Avantax Investment Services, Inc. Bellville TX 105 S Mathews St",,,Salesforce
370618,,Laurence Susini,,United States,lsusini@msn.com,,Salesforce
11103525,Inactive Investor,Lucas Carey,Senior Financial Advisor,Shore Financial Planning,lucas@shorefp.com,,Salesforce
11099226,Inactive Investor,Erick Brown,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Santa Rosa CA 835 4th St,erick.t.brown@jpmorgan.com,,Salesforce
11097322,Inactive Investor,Abdoul Diallo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Suwanee GA 3165 Peachtree Pkwy",abdoul.diallo@ml.com,,Salesforce
153631,,Anita Bobich,,[Unknown],neelyyxx@aol.com,,Content
11217896,,Max Shockett,,,max.shockett@jpmorgan.com,,List Import
11221392,,Susan Boccardi,,,susan.boccardi@clarionpartners.com,,List Import
10928105,Inactive Investor,Kathryn Ungos,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,kathryn.ungos@primerica.com,,Salesforce
11186696,Inactive Investor,Brian Hunt,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,brian.hunt.m5v2@statefarm.com,,Salesforce
8378286,,Steven Miller,,,steven.miller@aidigital.io,,Web Form Fillout
10935273,Inactive Investor,Michael Erbaio,,"Spire Securities, LLC Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
10510293,,Gregg Shaffer,Financial Advisor,Richmond Investment Services,gregg.shaffer@lpl.com,,List Import
11100320,Inactive Investor,Michael McKay,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,michael.mckay@ubs.com,,Salesforce
10905747,Inactive Investor,Brent Rohlik,,Cetera Advisor Networks LLC Minneapolis MN 6424 W Lake St,,,Salesforce
11108943,Inactive Investor,George Peaden,Chief Compliance Officer;Operations Manager,"Saltmarsh Financial Advisors, L.L.C.",george.peaden@saltmarshcpa.com,,Salesforce
346075,,Jessica Leighty,"CCO, Director Of Operations",Snowcap Capital Management,jleighty@snowcm.com,724-934-5800,Manual List Upload
11211652,Inactive Investor,Robert Gutman,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",robert.gutman@prudential.com,,Salesforce
3660748,,Prabhat Singh,,,prabhatsingh9161@gmail.com,,Web Form Fillout
97669,,Donn Hess,President,"Lockton Investment Advisors, Llc",dhess@lockton.com,816-960-9000,
10787499,Inactive Investor,Craig Jung,,LPL Financial LLC Kenai AK Private Residence,craig.jung@lpl.com,,Salesforce
11061857,Inactive Investor,Benjamin Sayre,,"Allstate Financial Services, LLC Brielle NJ 617 Union Ave",,,Salesforce
9554992,,Gary Hutto,,,ghutto@gwnsecurities.com,,List import
10805934,Inactive Investor,Alethia Birmingham,Financial Advisor,Edward Jones Huntsville AL 7527 Memorial Pkwy SW,gail.birmingham@edwardjones.com,,Salesforce
9623002,,Daniel Saputra,,,danielsaputra09.ds@gmail.com,,List import
11011156,Inactive Investor,Chad Webster,,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
9576841,,Alejandro Ortega -,,,aragonalias2243@gmail.com,,List import
11152952,Inactive Investor,Scott Palmer,,LPL Financial LLC Carmel ME Private Residence,scott.palmer@lpl.com,,Salesforce
11061690,Inactive Investor,Delbert Hodges,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,delbert.hodges@primerica.com,,Salesforce
10509939,,Charles Melanie,Head of Marketing,Amundi,charles.melanie@amundi.com,,List Import
9593081,,Diego Rodriguez,,,darodriguezvera@gmail.com,,List import
11031842,Inactive Investor,Steven Cellen,,"Equity Services, Inc. Ronkonkoma NY 273 Hawkins Ave",scellen@nationallife.com,,Salesforce
10942903,Inactive Investor,Brenda Smith,,"MML Investors Services, LLC Exeter NH 149 Water St",,,Salesforce
9545646,,Deborah Long,,,deborah.long@capitalone.com,,List import
9624903,,Enrique Guardado,,,adamguardado@yahoo.com,,List import
10861788,Inactive Investor,John Renda,Financial Advisor,Edward Jones Fresh Meadows NY 18122 Union Tpke,john.renda@edwardjones.com,,Salesforce
10936388,Inactive Investor,Emily Einwalter,,"Kestra Investment Services, LLC Minneapolis MN 505 Hwy 169 N",,,Salesforce
9607162,,Mark Smith,,,xalipe1198@provlst.com,,List import
9541070,,Ecih Ecih,,,muktiabdul676@gmail.com,,List import
10808998,Inactive Investor,Marc Ohler,Managing Director;Principal;Regulatory Contact,Excalibur Management Corp,,,Salesforce
10834552,Inactive Investor,Kayla Ruelle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",kayla.ruelle@ml.com,,Salesforce
10924924,Inactive Investor,Tim Whitmore,,"Vanderbilt Securities, LLC Westlake Village CA 2659 Townsgate Rd",,,Salesforce
10868128,Inactive Investor,Suzanne Cox,Member;Shareholder,"Saltmarsh Financial Advisors, L.L.C.",suzanne.cox@saltmarshcpa.com,,Salesforce
10898231,Inactive Investor,Thomas Shea,,Goldman Sachs & Co.,,,Salesforce
11120174,Inactive Investor,Raymond Yau,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",,,Salesforce
11170517,Inactive Investor,Tom Harrison,,"Northern Trust Securities, Inc.",tom.harrison@northerntrust.com,,Salesforce
10775029,Inactive Investor,Ward Gorham,Assistant Vice President;Business Development Associate,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",ward.gorham@morganstanley.com,,Salesforce
11155540,Inactive Investor,Rives Maddox,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,rives.maddox.kyrj@statefarm.com,,Salesforce
10844116,Inactive Investor,John Davenport,Chief Compliance Officer;Managing Member;Partner,"Davenport Capital Management, LLC",,,Salesforce
11236492,Inactive Investor,Jason Schuster,Associate Financial Advisor,"Masterworks Advisers, LLC",,,Salesforce
10857028,Inactive Investor,George Abel,Manager;Member,MeadowBrook Investment Advisors LLC,gabel@meadowbrook-advisors.com,,Salesforce
9540992,,Arben Kane,,,arben@kryeziu.com,,List Import
218555,,Timothy Montague,,[Unknown],tgmontague@gmail.com,,Direct
10998766,Inactive Investor,Micheal Thiele,,"Northwestern Mutual Investment Services, LLC Crown Point IN 2080 N Main St",micheal.thiele@nm.com,,Salesforce
10939394,Inactive Investor,Joseph Waters,Financial Advisor,"Calton & Associates, Inc.",jwaters@calton.com,,Salesforce
9609771,,Victor Mimoni,,,vmimoni@gmail.com,,List import
11044044,Inactive Investor,Justin Coffin,Founding Partner,"Apollon Wealth Management, LLC Portland ME 1 Canal Plz",justin.coffin@apollonwealth.com,,Salesforce
118174,,Derek Lemke,"Financial Planner, Portfolio Consultant","Ellis Investment Partners, LLC",derek.lemke@ellisinvestmentpartners.com,610-506-3183,
9611748,,Thibaud Freund,,,thibaud.freund@gmail.com,,List import
11179939,Inactive Investor,Jesus Romero,,"Avantax Investment Services, Inc. Dallas TX 12801 N Central Expy",,,Salesforce
10924109,Inactive Investor,Gerson Mendoza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10767666,Inactive Investor,Stephen Chmil,,Morgan Stanley New York NY 1 New York Plz,stephen.chmil@morganstanley.com,,Salesforce
11066245,Inactive Investor,Tomas Povedano,,"The Leaders Group, Inc.",tomas@leadersgroup.net,,Salesforce
10797414,Inactive Investor,Steven Rosvold,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",steven.d.rosvold@ampf.com,,Salesforce
1006081,Inactive Investor,Gurpreet Singh,,TBD,preetsingh89@yahoo.com,2094998722,
11006961,Inactive Investor,Andrew Spearman,,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,aspearman@primerica.com,,Salesforce
11150297,Inactive Investor,Arthur Argeros,Financial Advisor,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",arthur.argeros@prudential.com,,Salesforce
10788356,Inactive Investor,Roger Anderson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,roger.anderson@fidelity.com,,Salesforce
10932476,Inactive Investor,Wesley Singleton,Financial Advisor,Edward Jones Fairhope AL 151 Fly Creek Ave,wesley.singleton@edwardjones.com,,Salesforce
10810519,Inactive Investor,Lawton Nease,,"M Holdings Securities, Inc. Atlanta GA 2000 Riveredge Pkwy",lawton.nease@mfin.com,,Salesforce
10830958,Inactive Investor,Kayla Hawco,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",kayla.aung@ml.com,,Salesforce
11148787,Inactive Investor,Aaron Paglia,Financial Consultant,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",aaron.paglia@equitable.com,,Salesforce
11210555,Inactive Investor,Jessica Ponder,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",,,Salesforce
193690,,David Fox,,[Unknown],dfox@cardancapital.com,,
5554539,,Elly Stolnitz,,,ellystolnitz@wealthfront.com,6036608762,Web Form Fillout
9644734,,Kristi Ramirez-Corleone,,,kristikeene346@yahoo.com,,List import
9630311,,David Scheuermann,,,david.scheuermann1@gmail.com,,List import
11153648,Inactive Investor,Christopher Grant,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Camp Hill PA 4660 Trindle Rd,chris.grant@thrivent.com,,Salesforce
10845585,Inactive Investor,Valerie Devol,Chief Compliance Officer;Chief Operating Officer;President,Assembly Wealth,val@letsassemble.com,,Salesforce
10933223,Inactive Investor,Christina Richardson,,"Truist Investment Services, Inc.",christina.richardson@truist.com,,Salesforce
10963349,Inactive Investor,Van Johnson,,"Avantax Investment Services, Inc. Alva OK 411 College Ave",,,Salesforce
11047341,Inactive Investor,Rachel Hawk,,Vanguard Marketing Corporation,rachel_hawk@vanguard.com,,Salesforce
11084818,Inactive Investor,Charles Chang,Financial Advisor,Morgan Stanley Brea CA 10 Pointe Dr,charles.chang@morganstanley.com,,Salesforce
10891911,Inactive Investor,Luis Dominguez,,"Transamerica Financial Advisors, Inc West Palm Beach FL 2749 Exchange Ct",luis.dominguez@tfaconnect.com,,Salesforce
11231541,Inactive Investor,Steve Kim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Teaneck NJ 790 Palisade Ave",,,Salesforce
10890332,Inactive Investor,Ryan Mahoney,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,ryan.mahoney@fidelity.com,,Salesforce
9614620,,Marr Avalos,,,ubzjry3pg7@liamekaens.com,,List import
10926467,Inactive Investor,Juan Alcaraz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11126195,Inactive Investor,Stephen Ebbecke,,LPL Financial LLC Huntingdon Valley PA 2323 Cordus Ln,,,Salesforce
10824512,Inactive Investor,Brett Bissell,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",brett.bissell@nm.com,,Salesforce
10944635,Inactive Investor,Jeffery Darwish,,"Osaic Wealth, Inc. Naples FL 2367 Vanderbilt Beach Rd",,,Salesforce
9574412,,Nathaniel Abney,,,nathaniel.abney@53.com,,List import
11139148,Inactive Investor,Amir Abbas,,J.P. Morgan Securities LLC Carmel IN 200 E Carmel Dr,amir.abbas@chase.com,,Salesforce
10756678,Inactive Investor,Veronica Coleman,Financial Advisor,Edward Jones Saint Louis MO 5503 Delmar Blvd,veronica.coleman@edwardjones.com,,Salesforce
10935207,Inactive Investor,Sharon Vickers,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,sharon.vickers@fmr.com,,Salesforce
3635594,,Jacob Kim,,,zangnim2000@naver.com,,Web Form Fillout
9642387,,LUAN NGUYEN,,,comthew@aol.com,,List import
11148294,Inactive Investor,Tyler Aymond,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,taymond@ft.newyorklife.com,,Salesforce
11119770,Inactive Investor,Kelly Dickson,Associate,Edward Jones Beaverton OR 3900 SW Orbit St,,,Salesforce
10613215,,Christian Axelson,"Senior Financial Advisor, Senior Vice President",,christian.axelson@ml.com,,List Import
10971991,Inactive Investor,Sharon Mickens,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,sharon.mickens@primerica.com,,Salesforce
10841860,Inactive Investor,Kevin Baranczyk,Financial Advisor;Vice President,Morgan Stanley Green Bay WI 111 N Washington St,kevin.baranczyk@morganstanley.com,,Salesforce
11098001,Inactive Investor,David Yvars,Chief Compliance Officer;Chief Executive Officer;Senior Portfolio Manager,The David J. Yvars Group Inc. University Park FL 7706 Sloane Gardens Ct,david@yvarsgroup.com,,Salesforce
11019631,Inactive Investor,Erwin Sierra,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",erwin.sierra@prudential.com,,Salesforce
344177,,William Kozicki,Portfolio Manager,Dynamic Beta Investments Llc,wkozicki@beachheadcapital.com,646-837-7030,Manual List Upload
11151715,Inactive Investor,Ariel Rivera,,J.P. Morgan Securities LLC West New York NJ 4921 Bergenline Ave,ariel.rivera@jpmorgan.com,,Salesforce
10783252,Inactive Investor,Riley Hickman,Executive Vice President;Head - Operations,Bridges Investment Management Inc,,,Salesforce
11197141,Inactive Investor,Frank Sabin,Chief Compliance Officer;Chief Investment Officer;Managing Member,Blueline Advisors,fsabin@blueline-advisors.com,,Salesforce
9541373,,Larry Munogue,,,larry.minogue@amof.com,,List import
10488236,,Sumit Gautam,"Chief Compliance Officer, Chief Executive Officer, Founder, Manager, Managing Partner, Portfolio Manager","Scalar Gauge Management, LLC",sumit@scalargauge.com,,List Import
219101,,Tim Vyhnanek,,[Unknown],vyhnanekt@gmail.com,,
9615279,,Peter Fukunaga,,,peter.fukunaga@servco.com,,List import
10930877,Inactive Investor,Robert Welsby,,"Raymond James & Associates, Inc.",robert.welsby@raymondjames.com,,Salesforce
11191710,Inactive Investor,Mary Severin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",mary-jo_severin@ml.com,,Salesforce
11137426,Inactive Investor,Maria Perez Vargas,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,maria.vargas@ubs.com,,Salesforce
9608197,,Heather Butler,,,heatherbutler3287@yahoo.com,,List import
10820808,Inactive Investor,David Demuth,,"Equitable Advisors, LLC Towson MD 210 Allegheny Ave",david.demuth@equitable.com,,Salesforce
9601900,,Shawn Washington,,,shawn.washington@kestrafinancial.com,,List import
11047790,Inactive Investor,Lisa Fourr,,"Osaic Wealth, Inc. Lancaster CA 1817 W Avenue K",,,Salesforce
9599202,,HJ Jang,,,newjhj31@gmail.com,,List import
10804296,Inactive Investor,John Stalvey,Financial Advisor,"Wells Fargo Clearing Services, LLC Pawleys Island SC 227 Business Center Dr",john.stalvey@wellsfargoadvisors.com,,Salesforce
10963058,Inactive Investor,Patrick Gority,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
10808232,Inactive Investor,Michael Polacek,,"Cadaret, Grant & Co., Inc. Baldwinsville NY Private Residence",mpolacek@cadaretgrant.com,,Salesforce
11038215,Inactive Investor,Hunter Gregoris,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",hunter.gregoris@nm.com,,Salesforce
11000914,Inactive Investor,Neeka Miremadi,Paraplanner,Attainable Wealth West Hills CA Private Residence,,,Salesforce
10843963,Inactive Investor,Margaret Benjamin,Financial Advisor,LPL Financial LLC Mandeville LA 2 Sanctuary Blvd,margaret.benjamin@lpl.com,,Salesforce
11096266,Inactive Investor,Phoebe Son Oh,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",phoebe.sonoh@equitable.com,,Salesforce
11142350,Inactive Investor,Stephen Tricarico,Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",stephen.tricarico@ml.com,,Salesforce
10927719,Inactive Investor,Geoffrey Goldberg,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11150162,Inactive Investor,Paul Cuneo,Managing Director - Wealth Management,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,paul.cuneo@ubs.com,,Salesforce
11014113,Inactive Investor,Ben Forrest,,Deutsche Bank Securities Inc.,,,Salesforce
9551332,,Jonathan Constant,,,jconstant@financialguide.com,,List import
11160338,Inactive Investor,Carl Morgan,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Newtown Square PA 3803 W Chester Pike,carl.g.morgan@morganstanley.com,,Salesforce
11235040,Inactive Investor,Kristi Sorensen,Financial Advisor;Vice President,"Summit Global Investments, LLC",,,Salesforce
10349937,,Hezron Zagia Omollo,,,omollohezron8@gmail.com,,Web Form Fillout
11140595,Inactive Investor,Tracy King,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,tracy.king@ubs.com,,Salesforce
10872601,Inactive Investor,Elias Viezca,,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,elias.viezca@primerica.com,,Salesforce
10992912,Inactive Investor,Milton Truluck,,PFS Investments Inc. Goose Creek SC 105 Central Ave,mtruluck@primerica.com,,Salesforce
11125383,Inactive Investor,Laura Tompkins,,LPL Financial LLC Manhattan Beach CA 1120 N Sepulveda Blvd,laura.tompkins@lpl.com,,Salesforce
9597834,,Darell Krasnoff,,,dkrasnoff@evokeadvisors.com,,List import
11122314,Inactive Investor,Laura Batson,Senior Client Specialist,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,cbatson@rwbaird.com,,Salesforce
10848603,Inactive Investor,Steven Kaestner,,"Saxony Securities, Inc. Edmond OK 15401 N May Ave",,,Salesforce
11028054,Inactive Investor,Darren James,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",darren.james@nm.com,,Salesforce
10804673,Inactive Investor,Lucy Matthews,Financial Advisor,"Wells Fargo Clearing Services, LLC Portage MI 7900 Moorsbridge Rd",lucy.matthews@wellsfargoadvisors.com,,Salesforce
40249,,Hiedi Hendrickson,,"Securities America Advisors, Inc.",hiedi.hendrickson@securitiesamerica.com,763-682-0011,
11127276,Inactive Investor,James Moff,,"Osaic Wealth, Inc. Williamsport PA 130 Court St",,,Salesforce
9614450,,Julien Le Goff,,,julienlegoff83@gmail.com,,List import
335043,,Kirt Rezek,Secretary,"Professional Financial Management, Inc.",kirt.rezek@pfmria.com,920-687-2600,Manual List Upload
11181446,Inactive Investor,Sarah Mosley,,NYLIFE Securities LLC Westbrook ME 918 Main St,smosley@ft.newyorklife.com,,Salesforce
11149874,Inactive Investor,Shanna Pendergrast,,Cetera Investment Services LLC Huntsville AL 901 Airport Rd SW,,,Salesforce
11056327,Inactive Investor,Patrick Lee,,LPL Financial LLC Las Vegas NV Private Residence,patrick.lee@lpl.com,,Salesforce
10882469,Inactive Investor,Cecilia Anthony,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11260126,Inactive Investor,Roger Caceres,Senior Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11182222,Inactive Investor,Sydney Abadom,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",sydney.abadom@tiaa.org,,Salesforce
9558482,,Richard Knight,,,richard.j.knight@suntrust.com,,List import
11037054,Inactive Investor,Michael Klarfeld,Financial Advisor;Investment Advisor;Principal,Park Avenue Securities LLC Scottsdale AZ 7373 E Doubletree Ranch Rd,michael_klarfeld@glic.com,,Salesforce
10973260,Inactive Investor,Steven Meyer,Analyst,"Howard Capital Management, Inc.",,,Salesforce
10903913,Inactive Investor,Flint Schuller,Financial Relationship Advisory Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10920610,Inactive Investor,Gabriel Penfield,Financial Advisor;Founder,LPL Financial LLC Irmo SC 7326 College St,gabriel.penfield@lpl.com,,Salesforce
9551183,,Nicholas Campbell,,,ncampbell@merceradvisors.com,,List import
10611558,,Drescott Thompson,"Business Financial Advisor, Financial Advisor",,drescott.2.thompson@ampf.com,,List Import
9635530,,Ryan Shanahan,,,rshanahan@courtsquare.com,,List import
10895649,Inactive Investor,Raghunathan Rajagopalan,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",raghu.rajagopalan@nm.com,,Salesforce
10776940,Inactive Investor,Sheryl Lietzke,Director - Client Relations,Disciplined Growth Investors Inc,sheryll@dginv.com,,Salesforce
223226,,Kathy Chan,Executive Director and CFO,Luk Fook Holdings International Ltd,kathy.chan@lukfook.com,,
10615569,,Joseph Franklin,Financial Advisor,,jfranklin@stratoswp.com,,List Import
9540573,,Matthew Brown,,,mbrown@ripple.com,,List Import
11002624,Inactive Investor,Kyle Wellner,,"Papamarkou Wellner & Co., Inc.",,,Salesforce
11233788,Inactive Investor,Jason Haykin,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,jhaykin@primerica.com,,Salesforce
10885417,Inactive Investor,Rodge Macy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11077492,Inactive Investor,Michael Wilson,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Miami FL 1 Alhambra Plz",,,Salesforce
215702,,Jesse Masear,Vice President,"SunTrust Advisory Services, Inc.",jesse.l.masear@suntrust.com,410-986-1540,
11145848,Inactive Investor,Wallace Hatcher,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,tommy.hatcher@morganstanley.com,,Salesforce
10758203,Inactive Investor,Hugh Tanner,Managing Director,"Raymond James & Associates, Inc. Nashville TN 1 Burton Hills Blvd",hugh.tanner@raymondjames.com,,Salesforce
11098872,Inactive Investor,Steven Irgang,Chief Compliance Officer;Founder;President,Maci Family Office Advisors,,,Salesforce
11201664,Inactive Investor,Joann Chauvette,,PFS Investments Inc. Bradenton FL 1201 6th Ave W,joann.chauvette@primerica.com,,Salesforce
10913817,Inactive Investor,Jennifer Grennan,Financial Advisor,"Osaic Institutions, Inc. Waterbury CT 910 Wolcott St",jgrennan@infinexgroup.com,,Salesforce
11235596,Inactive Investor,Brent Burgesser,Investment Advisor,Brookwood Investment Group,,,Salesforce
10887179,Inactive Investor,Robert Loflin,Financial Advisor;Wealth Management Advisor,LPL Financial LLC Lynchburg VA 1022 Commerce St,robert.loflin@lpl.com,,Salesforce
153460,,Sam Gol,,[Unknown],samgold777@gmail.com,,Organic Search
10978800,Inactive Investor,Don Gill,Wealth Advisor,SkyOak Wealth,bgill@skyoakwealth.com,,Salesforce
11104072,Inactive Investor,Alex Chrzanowski,,"Allstate Financial Services, LLC Tonawanda NY 2746 Eggert Rd",716insurance@allstate.com,,Salesforce
10967321,Inactive Investor,Coleman Schindler,Client Specialist,Robert W. Baird & Co. Incorporated Traverse City MI 1001 Bay St,cschindler@rwbaird.com,,Salesforce
182,,,,,charly2098@alice.it,,
11084310,Inactive Investor,Nicholas Castricone,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
11181117,Inactive Investor,Dave Christensen,,J.P. Morgan Securities LLC Circleville OH 100 E Main St,dave.a.christensen@jpmorgan.com,,Salesforce
10765235,Inactive Investor,Thomas Moore,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",wayne.moore@nm.com,,Salesforce
10829198,Inactive Investor,Brent Pertusio,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11035137,Inactive Investor,Matthew Hodges,Financial Planner;Principal,"Dreamfield Planning Group, LLC",,,Salesforce
9629708,,Vivek Tayal,,,vivektayal@hotmail.com,,List import
9586387,,Allen Attaya,,,aattaya@financialguide.com,,List import
10859917,Inactive Investor,Edward Martinez,,PFS Investments Inc. Norwood MA 11 Vanderbilt Ave,edward.martinez@primerica.com,,Salesforce
10887252,Inactive Investor,Tyler Walters,Senior Client Relationship Associate;Senior Private Client Associate,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,twalters@janney.com,,Salesforce
10905277,Inactive Investor,Jay Black,,NYLIFE Securities LLC Ames IA 417 Main St,blackja@ft.newyorklife.com,,Salesforce
11203958,Inactive Investor,Michael Strochlic,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,mstrochlic@janney.com,,Salesforce
371919,,Anthony Pope,,United States,priestpope@icloud.com,,Salesforce
9575980,,Jake Spaccarotelli,,,jakes@mailpcn.com,,List import
9570880,,Frank Zanotto,,,zanotto.frank@gmail.com,,List import
10844150,Inactive Investor,Gregory Melia,Managing Member;Owner;President;Regulatory Contact,Melia Wealth LLC,greg@meliagroup.com,,Salesforce
10832383,Inactive Investor,Kenneth Leblanc,Managing Member,"KML Financial Services Group, L.L.C.",,,Salesforce
232423,, -,,[Unknown],aanchal.almal@gmail.com,,
11182153,Inactive Investor,Victoria Trudeau,Account Vice President;Financial Advisor,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,victoria.trudeau@ubs.com,,Salesforce
10811612,Inactive Investor,Kimberly Williams,Retirement Plans Specialist,Davenport & Company LLC,kwilliams@investdavenport.com,,Salesforce
9557358,,Tereza Tancau,,,tereza.tancau@53.com,,List import
10995079,Inactive Investor,Francis Blundetto,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,frblundetto@ft.newyorklife.com,,Salesforce
11034028,Inactive Investor,Elizabet Matos-Polit,,J.P. Morgan Securities LLC Miami FL 19495 Biscayne Blvd,elizabeth.matos-polit@chase.com,,Salesforce
11107270,Inactive Investor,Lauren Husney,,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
11033764,Inactive Investor,Jared Winker,,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,jwinker@primerica.com,,Salesforce
124200,,Diane Compardo,Principal,"Moneta Group Investment Advisors, Llc",compardo@monetagroup.com,314-726-2300,Manual List Upload
10777936,Inactive Investor,Candice Epp,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",candice.epp@ml.com,,Salesforce
11130908,Inactive Investor,Rachel Klinger,Chief Compliance Officer;President,"McCann Wealth Strategies, Inc.",rachel@mccannwealthstrategies.com,,Salesforce
10969160,Inactive Investor,Raymond Saint,,State Farm VP Management Corp. Boscobel WI 932 Wisconsin Ave,raymondsaint@statefarm.com,,Salesforce
10896158,Inactive Investor,Luke Nowacki,Investment Advisor Representative,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11072503,Inactive Investor,Sable Dingus,,J.P. Morgan Securities LLC Richmond VA 5205 W Broad St,sable.dingus@jpmorgan.com,,Salesforce
11177170,Inactive Investor,Michael Choate,,"Concourse Financial Group Securities, Inc. Baton Rouge LA 2915 S Sherwood Forest Blvd",michael.choate@concoursefinancial.com,,Salesforce
10833227,Inactive Investor,Ibeth Moreno,Senior Client Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11033853,Inactive Investor,Christopher Inthavong,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 300 S El Camino Real",christopher.inthavong@ml.com,,Salesforce
173815,,Gary Jenkins,,[Unknown],jenkmister@gmail.com,,
125065,,William Cafero,,"Wealth Enhancement Advisory Services, Llc",wcafero@wealthenhancement.com,(212) 452-5900,
170079,,Andre Legare,,[Unknown],andrelegare@yahoo.com,,
10659093,,Mary Velzy,,,mvelzy@ft.newyorklife.com,,List Import
9617493,,Dane Graham -,,,daneagraham1967@gmail.com,,List import
10978583,Inactive Investor,James Ainsworth,Associate Representative;Financial Advisor,Thrivent Investment Management Inc. Mesa AZ 2941 N Power Rd,james.ainsworth@thrivent.com,,Salesforce
10914980,Inactive Investor,Soly Kor,,"Cambridge Investment Research, Inc. Austin TX 901 S Mo Pac Expy",,,Salesforce
332964,,Joel Bonnema,Managing Member. Chief Compliance Officer,Bonnema Wealth Management Llc,jbonnema@bwmwealth.com,480-206-5081,Manual List Upload
11235959,Inactive Investor,Gwendolyn Louie,Investment Advisor,"Provision Asset, LLC Little Elm TX 2133 Gregory Creek Dr",,,Salesforce
10944860,Inactive Investor,Elijah Rawls,Wealth Relationship Manager,Citigroup Global Markets Inc. Washington DC 1218-1220 Connecticut Ave,,,Salesforce
9636967,,Kevin Mccandlish,,,kevin.mccandlish@bristleconeadvisors.com,,List Import
11115303,Inactive Investor,Emily Puckett,Client Associate,UBS Financial Services Inc. Knoxville TN 800 S Gay St,emily.j.puckett@ubs.com,,Salesforce
10771238,Inactive Investor,Michael Krol,Head - Wealth Advisors;Member;Partner,Waldron Private Wealth,mkrol@waldronpw.com,,Salesforce
11082372,Inactive Investor,Chad Henderson,,"Pruco Securities, LLC. Newark NJ 213 Washington St",chad.henderson@prudential.com,,Salesforce
71072,,Hoang Nguyen,Sales Support Specialist,"Transamerica Financial Advisors, Inc",hoang.nguyen@transamerica.com,972-442-7749,
11041417,Inactive Investor,Brian Dworkin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brian.dworkin@fmr.com,,Salesforce
10829046,Inactive Investor,Mark Conway,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Greenville NC 820 Red Banks Rd",mark.conway1@wellsfargo.com,,Salesforce
9577976,,Melissa Clark,,,mdclark@ftbadvisors.com,,List import
11111125,Inactive Investor,Danette Harfst,Chief Operating Officer;Chief Operations Officer;Financial Advisor;Principal,"Harfst and Associates, Inc.",danette@harfst.com,,Salesforce
10603675,,Benjamin Pace,"Chief Investment Officer, Partner","Sage Advisors, LLC",bpace@hpmpartners.com,,List import
10838115,Inactive Investor,Coleen Beal,Financial Advisor,Janney Montgomery Scott LLC Westminster MD 15 E Main St,ckramerbeal@janney.com,,Salesforce
9608614,,Mildred Mcconn,,,mmcconn412@aol.com,,List import
10992494,Inactive Investor,Charles Griffin,,Thrivent Investment Management Inc. Lake Mary FL 250 International Pkwy,charles.griffin@thrivent.com,,Salesforce
10856679,Inactive Investor,William Palmer,Founder;President;Senior Financial Advisor,"Allegiance Wealth Management, Inc. Woodstock GA 1084 Meadow Brook Dr",,,Salesforce
9607859,,Chitpuneet Mann,,,cm@universa.net,,List import
10995232,Inactive Investor,Jean Astrop,Shareholder,Astrop Advisory Corporation Atlanta GA 205 Blackland Rd NW,,,Salesforce
10976219,Inactive Investor,Giancarlo Disporto,,Vanguard Marketing Corporation,giancarlo_disporto@vanguard.com,,Salesforce
11169737,Inactive Investor,Richard Jacobs,Financial Advisor,Edward Jones Morrisville VT 31 Lower Main St,richard.jacobs@edwardjones.com,,Salesforce
11085210,Inactive Investor,Lynette Tate,,LPL Financial LLC Fresno CA 2222 W Shaw Ave,lynette.tate@lpl.com,,Salesforce
104089,,David Ying,,Self employed,davidyny@gmail.com,9176850109,Organic Search
10904124,Inactive Investor,Catherine Griffin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaumont TX 7675 Folsom Dr",catherine.e.griffin@ml.com,,Salesforce
53307,,Jeffrey Olson,Financial Consultant,Thrivent Investment Management Inc.,jeff.olson@thrivent.com,,
4457705,,Na Na,,,nana@gml.com,,Web Form Fillout
10901341,Inactive Investor,Patrick Welden,,Citigroup Global Markets Inc.,patrick.welden@citigroup.com,,Salesforce
10871001,Inactive Investor,Michael Defoney,Financial Planner,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",,,Salesforce
11016113,Inactive Investor,Daniel Laferriere,,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,daniel_laferriere@glic.com,,Salesforce
10981475,Inactive Investor,Austin Wagley,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,,,Salesforce
9614809,,Lucas de rosa,,,nexxuscapital@hotmail.com,,List import
10984392,Inactive Investor,Catherine Morgan,Private Client Advisor,"Rockwood Wealth Management, LLC",catherine.morgan@rockwoodwealth.com,,Salesforce
9627920,,William Safa,,,williamsafa@gmail.com,,List import
11009888,Inactive Investor,Brian Echevarria,,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,brian_echevarria@glic.com,,Salesforce
9613009,,Jerald Hymen,,,jerald.hymen@opco.com,,List import
9641103,,David Spinelli,,,dspinsr@gmail.com,,List import
9577148,,Tom Dittmar,,,tomdittmar@comcast.net,,List import
10975364,Inactive Investor,Luz Donado,,PFS Investments Inc. Miami FL 9360 SW 72nd St,luz.donado@primerica.com,,Salesforce
11114292,Inactive Investor,Brenda Blankenship,,Cetera Advisors LLC Winston Salem NC 2990 Bethesda Pl,,,Salesforce
9552506,,Rayna Wang,,,rayna@mona.co,,List import
10951393,Inactive Investor,Kristen Crouthamel,,"Arete Wealth Management, LLC West Des Moines IA 6600 Westown Pkwy",kristen.crouthamel@aretewealth.com,,Salesforce
9570389,,Nicolas Emine,,,nicolas.emine@citadel.com,,List import
10976470,Inactive Investor,Deanna Schaefer,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10878156,Inactive Investor,Joseph Rizzo,Investment Manager,"Clear Harbor Asset Management, LLC",jrizzo@clearharboram.com,,Salesforce
10966209,Inactive Investor,Jaime Moreno,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 4020 Ludlam Rd",jaime.a.moreno@ml.com,,Salesforce
11011505,Inactive Investor,Scott Robison,Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 5700 W 112th St",scott.robison@ampf.com,,Salesforce
10918528,Inactive Investor,Ahmed Lakhani,Financial Advisor,Edward Jones Coppell TX 722 S Denton Tap Rd,ahmed.lakhani@edwardjones.com,,Salesforce
10956085,Inactive Investor,Steve Jurman,Chief Compliance Officer;Investment Advisor Representative,SimplyRich Carlsbad CA Private Residence,steve@simplyrich.com,,Salesforce
10781904,Inactive Investor,Summer Bridges,,Stephens Ridgeland MS 140 Township Ave,ssteed@stephens.com,,Salesforce
10964140,Inactive Investor,Sidney Cutts,Financial Advisor,Edward Jones Raleigh NC 7920 Acc Blvd,beau.cutts@edwardjones.com,,Salesforce
11125893,Inactive Investor,Alan Foley,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Red Bluff CA 2150 Main St",alan.r.foley@ampf.com,,Salesforce
9564766,,Gary Gallagher,,,gary.gallagher@fidelity.com,,List import
10837251,Inactive Investor,Victor Aydt,President,"Aydt Investment Management, Inc.",,,Salesforce
10618959,,Gregory Flynn,,,gregory.flynn@morganstanley.com,,List Import
9544172,,Georgios Zikos,,,giwrgos7zi23@gmail.com,,List import
10793447,Inactive Investor,Dominic Ontiveros,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,dominic.ontiveros@fidelity.com,,Salesforce
10896448,Inactive Investor,Brooke Watters,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",,,Salesforce
10820529,Inactive Investor,Steven Symer,,"Osaic Wealth, Inc. Santa Barbara CA 55 S La Cumbre Rd",,,Salesforce
10509999,,John DiPlacido,Marketing Director,Anova Management Inc.,jdiplacido@anovamgt.com,,List Import
10971281,Inactive Investor,Tiamoy Williams,,Vanguard Marketing Corporation,tiamoy_williams@vanguard.com,,Salesforce
228512,, -,,[[Unknown]],faststart08@gmail.com,,
11022407,Inactive Investor,Caleb Svoboda,Financial Advisor,HBW Advisory Services LLC Schaumburg IL 1901 N Roselle Rd,caleb.svoboda@hbwadvisory.com,,Salesforce
10769376,Inactive Investor,Robin Yoshimura,Wealth Manager,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,robin.yoshimura@jpmorgan.com,,Salesforce
9553787,,Mike Cirner,,,mike@fowlerplacement.com,,List import
11183247,Inactive Investor,Brittany Bruce,,"Wells Fargo Clearing Services, LLC San Luis Obispo CA 665 Marsh St",brittany.bruce@wellsfargo.com,,Salesforce
9616710,,Jeremy Manzetti,,,jeremy.manzetti@anthem.com,,List import
11073540,Inactive Investor,Karim Karim,Financial Advisor,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",karim.karim@wellsfargoadvisors.com,,Salesforce
9542539,,Katie McIntosh,,,mcintoshkatie825@gmail.com,,List import
11129314,Inactive Investor,Amy Olvitt,Wealth Management Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,amy.olvitt@morganstanley.com,,Salesforce
11011831,Inactive Investor,Jennifer Kruss,,PFS Investments Inc. Santa Rosa CA 2790 Coleman Glen Ln,jkruss@primerica.com,,Salesforce
11231545,Inactive Investor,Jillan Hong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10993857,Inactive Investor,Joy Fearn-Condon,,NYLIFE Securities LLC Wasilla AK 190 E Herning Ave,jnfearn-condon@ft.newyorklife.com,,Salesforce
10877879,Inactive Investor,Leeann Martino,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedford NH 46 S River Rd",leeann.martino@ml.com,,Salesforce
9549320,,Bao Truong,,,btruong@centerbridge.com,,List import
11070387,Inactive Investor,Arturo Tellez,Chief Practice Officer;Shareholder,"TCI Wealth Advisors, Inc.",art.tellez@tciwealth.com,,Salesforce
9563888,,angela brown,,,angela.brown@edwardjones.com,,List import
11075222,Inactive Investor,Beatriz Castro,,Citigroup Global Markets Inc.,,,Salesforce
11107421,Inactive Investor,Michael Nielsen,Financial Advisor,"Osaic Wealth, Inc. Wichita KS 8100 E 22nd St N",,,Salesforce
11013294,Inactive Investor,Gavin Fung,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",gavin.fung@equitable.com,,Salesforce
365,,,,,om.tar01@btinternet.com,,
10884499,Inactive Investor,Lindsey Hall,,"Ameriprise Financial Services, LLC Bossier City LA 2005 Benton Rd",lindsey.hall@ampf.com,,Salesforce
9608955,,jackie price,,,thejackieprice@gmail.com,,List import
9597443,,Paul Winter,,,pwinter@fiveseasonsfp.com,,List import
11122865,Inactive Investor,Jason Romeo,Assistant Vice President,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,jason.romeo@citigroup.com,,Salesforce
10880583,Inactive Investor,Jeffery Wright,Chief Compliance Officer;Founder;President,Wright Wealth LLC,,,Salesforce
10911340,Inactive Investor,Vincent Fontana,Managing Director,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10832995,Inactive Investor,Liliana Jimenez,,"Wells Fargo Clearing Services, LLC Mooresville NC 352 Williamson Rd",liliana.pulido@wellsfargoadvisors.com,,Salesforce
11211781,Inactive Investor,Frederick Bryan,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Dublin OH 6515 Longshore Loop",nathan.bryan@ampf.com,,Salesforce
11178048,Inactive Investor,Evan Bromfield,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,evan_bromfield@vanguard.com,,Salesforce
11024306,Inactive Investor,Kimberly Johnson,Senior Client Associate,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",kim.johnson@rbc.com,,Salesforce
10755309,Inactive Investor,Michael Rose,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated The Villages FL 1100 Canal St",michael.e.rose@ml.com,,Salesforce
234222,, -,,[[Unknown]],iinyalenya@gmail.com,,
9581184,,William Carter,,,bill.carter@voya.com,,List import
11086751,Inactive Investor,Carmine Libertini,,J.P. Morgan Securities LLC Huntington NY 350 Main St,carmine.libertini@chase.com,,Salesforce
11198827,Inactive Investor,Mohammed Baabde,,Citigroup Global Markets Inc.,mohammed.baabde@citi.com,,Salesforce
11083821,Inactive Investor,Nicholas Colangelo,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11189262,Inactive Investor,Christine Pedrick,Senior Client Service Associate,"Raymond James & Associates, Inc. Jenkintown PA 165 Township Line Rd",christine.pedrick@raymondjames.com,,Salesforce
4353595,,Luchifer Satan,,,luchifer@gmail.com,,Web Form Fillout
9603868,,TEODORA ATANASOVA,,,teodora@nexo.io,,List import
334691,,Gregg Rosenthal,Manager Of Uvfm,University Ventures,gregg@universityventuresfund.com,917-821-9194,Manual List Upload
10903128,Inactive Investor,James Duncan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",james.c.duncan@bofa.com,,Salesforce
9566558,,Taraq Kamdar,,,taraqdkamdar@protonmail.com,,List import
10755004,Inactive Investor,Curtis Hermann,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",curtis.w.hermann@wellsfargoadvisors.com,,Salesforce
11185228,Inactive Investor,Matthew Ames,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
11050921,Inactive Investor,Drew Paunil,Financial Advisor,McAdam LLC,drew.paunil@mcadamfa.com,,Salesforce
10985540,Inactive Investor,Joel Philpott,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",joel.philpott@nm.com,,Salesforce
10862114,Inactive Investor,Victor Mweu,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",victor.mweu@ml.com,,Salesforce
11238033,Inactive Investor,Jerard Woods,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jwoods@performancetrust.com,,Salesforce
11044440,Inactive Investor,Marisa Main,Relationship Manager,"Principal Securities, Inc. Northville MI Private Residence",main.marisa@principal.com,,Salesforce
9588416,,Mahal Castro,,,mdecastro@roarkcapital.com,,List import
11003259,Inactive Investor,Chad Craig,,"Stifel, Nicolaus & Company, Incorporated Las Vegas NV 10100 W Charleston Blvd",,,Salesforce
10906569,Inactive Investor,Angel Morey-Noble,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
9563831,,Charles Poindexter,,,charles.poindexter@lfg.com,,List import
230679,, -,,[[Unknown]],robert.lankford012@gmail.com,,Organic Search
10647042,,J McIlroy,,,craig.mcilroy@lfg.com,,List import
246405,,Not Provided,William S. Boyd Professor of Law,"William S. Boyd School of Law, UNLV",keith.rowley@unlv.edu,,Manual List Upload
10899056,Inactive Investor,Nathan Palmer,Financial Advisor,"Osaic Wealth, Inc. Tulsa OK 6660 S Sheridan Rd",npalmer@royalaa.com,,Salesforce
10877124,Inactive Investor,Christopher Hroziencik,Financial Advisor,Edward Jones Galesburg IL 765 N Kellogg St,christopher.hroziencik@edwardjones.com,,Salesforce
335316,,Jordan Matusow,Director,"Monomoy Capital Management, L.p.",jmatusow@mcpfunds.com,212-225-9370,Manual List Upload
10994563,Inactive Investor,Aida Frech Channoun,,"Wells Fargo Clearing Services, LLC Philadelphia PA 1148 Frankford Ave",,,Salesforce
10941798,Inactive Investor,Kelia Grandison,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
9572853,,Rhea Wright,,,rhea.wright@jtcgroup.com,,List import
9621386,,Crypto Kinte,,,cryptokinte@gmail.com,,List import
11047927,Inactive Investor,Christopher McFarland,,"TIAA-CREF Individual & Institutional Services, LLC Cincinnati OH 625 Eden Park Dr",christopher.mcfarland@tiaa.org,,Salesforce
10867899,Inactive Investor,Alfred West,Financial Services Associate,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10489170,,Weidong Li,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",jenny.li@tfaconnect.com,972-798-8288,List Import
11126460,Inactive Investor,Vicki Epley,,"Wells Fargo Clearing Services, LLC Asheville NC 1 Haywood St",vicki.epley@wellsfargoadvisors.com,,Salesforce
10799099,Inactive Investor,John Moynihan,,"BOK Financial Securities, Inc. Richardson TX 333 W Campbell Rd",jmoynihan@bokf.com,,Salesforce
9607708,,Eugene Brunetti,,,brunettie697@gmail.com,,List import
10884380,Inactive Investor,Logan Ben,Financial Advisor,"Ameriprise Financial Services, LLC Dubuque IA 6601 Boulder Brook Ct",logan.ben@ampf.com,,Salesforce
11067221,Inactive Investor,Robert Van Erem,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,bob.vaneremiii@fmr.com,,Salesforce
11093650,Inactive Investor,David Yearwood,Corporate Secretary;Vice President,Charter Advisory Corporation,dyearwood@charteradvisory.com,,Salesforce
10973139,Inactive Investor,Joshua Crouch,,Fidelity Brokerage Services LLC,,,Salesforce
11173439,Inactive Investor,Parker Ruby,,"Northwestern Mutual Investment Services, LLC Buffalo WY 10 Juniper St",parker.ruby@nm.com,,Salesforce
11009130,Inactive Investor,Keith Wagner,Financial Advisor,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",keith.wagner@raymondjames.com,,Salesforce
10861290,Inactive Investor,Martin Powell,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",martin.powell@cunamutual.com,,Salesforce
11176188,Inactive Investor,Vickie Vargas,,J.P. Morgan Securities LLC New York NY 475 W 23rd St,vickie.vargas@jpmorgan.com,,Salesforce
2564138,,Raj Ninama,,,ninamarajesh397@gmail.com,,
11168594,Inactive Investor,Larry Wald,,J.P. Morgan Securities LLC Sugar Land TX 2430 Hwy 6,larry.wald@jpmorgan.com,,Salesforce
10973309,Inactive Investor,Sarah Stone,,Goldman Sachs & Co.,,,Salesforce
11084542,Inactive Investor,Michael Domantay,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morton Grove IL 8745 Waukegan Rd",michael.domantay2@ml.com,,Salesforce
10836419,Inactive Investor,Keith Schoenfeld,Chief Compliance Officer;Founder;Member;Regulatory Contact;Wealth Partner,"Mowery & Schoenfeld Wealth Management, LLC",kschoenfeld@msllc.com,,Salesforce
11046946,Inactive Investor,Adam Marcoux,,Morgan Stanley Woodland Hills CA 21650 Oxnard St,,,Salesforce
9552926,,George Verbrugge,,,gverbrugge@transamerica.com,,List import
10911023,Inactive Investor,Dennis Holmstrom,,"Southeast Investments, N.C., Inc.",,,Salesforce
9625855,,Dustan Wahl,,,melinko100@hotmail.com,,List import
11166654,Inactive Investor,Tony Law,Financial Advisor,"Pruco Securities, LLC. New York NY 433 Broadway",tony.law@prudential.com,,Salesforce
10935760,Inactive Investor,Stephen Power,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,stephen.power@primerica.com,,Salesforce
9623162,,Alex Szarvadi,,,vladalexszarvadi@yahoo.com,,List import
11166484,Inactive Investor,Douglas Caliri,,Cetera Financial Specialists LLC Cranston RI 1 Worthington Rd,,,Salesforce
10909872,Inactive Investor,Zhidong Xu,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",janet.xu@tfaconnect.com,,Salesforce
11032576,Inactive Investor,Michael Bollinger,Chief Compliance Officer;Managing Member,Bollinger Wealth Management LLC,,,Salesforce
11165331,Inactive Investor,William Palisca,,"Osaic Wealth, Inc. Morrisville PA 800 Township Line Rd",,,Salesforce
11033739,Inactive Investor,Charles Van Gombos,,"Allstate Financial Services, LLC Belen NM 329 E Reinken Ave",charles.vangombos@allstate.com,,Salesforce
10978498,Inactive Investor,Hugh Baker,Financial Advisor;Financial Planner,Wrenne Financial Planning LLC Lexington KY 3399 Tates Creek Rd,hugh@wrennefinancial.com,,Salesforce
9599883,,Charles Vigil,,,charles.vigil@personalcapital.com,,List import
9574566,,d d,,,rmrmmrmr@protonmail.com,,List import
11022698,Inactive Investor,Spencer Willhite,Financial Advisor,Morgan Stanley Salt Lake City UT 60 E South Temple,spencer.willhite@morganstanley.com,,Salesforce
11179599,Inactive Investor,Brenda White,Financial Advisor,"Wells Fargo Clearing Services, LLC Morganton NC 101 W Un",brenda.w.white@wellsfargoadvisors.com,,Salesforce
11185770,Inactive Investor,Charles Minotto,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",charles.minotto@empower.com,,Salesforce
11103075,Inactive Investor,James Hooks,Financial Advisor,Edward Jones Circleville OH 116 E Main St,jim.hooks@edwardjones.com,,Salesforce
9619362,,Ryan Lane,"Chief Financial Officer, Chief Operating Officer, Portfolio Manager, Regulatory Contact","Empery Asset Management, LP",ryan.lane@emperyam.com,212-608-3300,List import
235643,, -,,[[Unknown]],bjkim220@gmail.com,,Organic Search
9625875,,Gad Mizrahi,,,gadmiz85@gmail.com,,List import
11089792,Inactive Investor,Daniel Perry,Member,Servatus Capital,,,Salesforce
10772477,Inactive Investor,Peter Carr,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,peter.carr@morganstanley.com,,Salesforce
11156278,Inactive Investor,Adam Fawal,,J.P. Morgan Securities LLC Los Angeles CA 2175 Colorado Blvd,adam.fawal@jpmorgan.com,,Salesforce
10694562,,Giacomo Eskenazi,,,giacomo@followtheseed.vc,,Web Form Fillout
9565359,,Chris Bucio,,,chrisbucio5@gmail.com,,List import
7479632,,reta kiko,,,rerela6123@cyclesat.com,,Web Form Fillout
3976111,,Brandon Arndt,,,brandon@v3blockchain.com,,Web Form Fillout
11179605,Inactive Investor,Mickey Yablans,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 6001 Topanga Canyon Blvd",mickey.r.yablans@wellsfargo.com,,Salesforce
10932703,Inactive Investor,Danny Sookram,Wealth Management Associate,"Equitable Advisors, LLC Melville NY 395 N Service Rd",danny.sookram@equitable.com,,Salesforce
10606752,,Alexander Popowich,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",alexander.popowich@ml.com,212-415-8976,List Import
9637308,,Gema Angulo,,,angulogema82@gmail.com,,List import
10488353,,Monica Eaker,"Partner, Service Advisor","Turtle Creek Wealth Advisors, LLC",monicaeaker@gmail.com,,List Import
10839800,Inactive Investor,Austin Campbell,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,austin.campbell@fidelity.com,,Salesforce
11055975,Inactive Investor,Thomas Bauer,President,"Bauer Financial Services, Inc.",,,Salesforce
11286772,Active Investor,DOMINIC CORYELL,,FIDELITY ROLLOVER IRA DOMINIC CORYELL - ROTH IRA - FIDELITY MANAGEMENT TRUST CO - CUSTODIAN,,,Salesforce
11046570,Inactive Investor,Peter Eyestone,Director,Tolleson Private Wealth Management,peyestone@tollesonwealth.com,,Salesforce
10772839,Inactive Investor,Michael Tsan,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",mtsan@ampf.com,,Salesforce
10892728,Inactive Investor,Trevor Ratliff,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10808120,Inactive Investor,Heather Brittain,,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,heather.brittain@ubs.com,,Salesforce
10489100,,Robert Weilbacher,,LPL Financial LLC Plano TX 5048 Tennyson Pkwy,robert.weilbacher@lpl.com,,List Import
10892562,Inactive Investor,Kenneth Logan,Financial Advisor,LPL Financial LLC Mechanicsburg PA 5275 E Trindle Rd,kenneth.logan@lpl.com,,Salesforce
11069237,Inactive Investor,Dennis Mehegan,,"Saybrus Equity Services, LLC Southington CT Private Residence",dmehegan@saybruspartners.com,,Salesforce
11011459,Inactive Investor,Conrad Garcia,Financial Advisor,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",conrad.garcia@equitable.com,,Salesforce
9617339,,Brett Lamonda,,,bdl@covalentpartnersllc.com,,List import
10721325,,Clinton Craven,,,clintongamecraven@gmail.com,,Web Form Fillout
9570599,,Ryan Lacasse,,,rlacasse@ayco.com,,List import
10822490,Inactive Investor,Gary Pollock,Advisor;Managing Director,Rockefeller Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,ggpollock@rockco.com,,Salesforce
10849291,Inactive Investor,Margaret MacLennan,Chief Financial Officer;Member;Principal,Cannell & Spears LLC New York NY 147 E 48th St,mmaclennan@spearsabacus.com,,Salesforce
10836515,Inactive Investor,Thomas Brook,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,thomas.brook@morganstanley.com,,Salesforce
10794995,Inactive Investor,George Chapman,Chief Compliance Officer;Managing Member;Owner,Chapman & Chapman Advisors LLC,george3@chapmanadvisors.com,,Salesforce
10945292,Inactive Investor,Edward Mccoy,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11074369,Inactive Investor,James Morrow,Wealth Manager,"LJI Wealth Management, LLC",aaron@ljiwm.com,,Salesforce
5445277,,Phillip Dukes,,,philrdukes@gmail.com,,Web Form Fillout
332692,,Nguyen Van Dat,,TBD,datkt21bkhn@gmail.com,datkt21bkhn@gmail.com,
105423,,Sanjeewa Chandrasekara,,NA,sanjeewa.chandrasekara@hotmail.com,(075) 191-6758,
10752531,Inactive Investor,Joseph Romano,Investment Advisor Representative,Commonwealth Financial Network North Wales PA 1120 Welsh Rd,jromano@commonwealth.com,,Salesforce
9595685,,Terry Massey,,,ellenterry772000@yahoo.com,,List import
11185031,Inactive Investor,Richard Rizzo,,HSBC Securities (USA) Inc. Wayne PA 150 N Radnor Chester Rd,,,Salesforce
10930880,Inactive Investor,Armand Sperduto,,"Centaurus Financial, Inc. Irwin PA 134 Clay Pike",asperduto@cfiemail.com,,Salesforce
10798439,Inactive Investor,Christopher Robinson,,"Crews & Associates, Inc. Mountain Home AR 105 E 9th St",crobinson@crewsfs.com,,Salesforce
126126,,Daniel Humphrey,,Financial Engines Advisors L.l.c.,djr.@financialengines.com,(317) 417-4757,
10983980,Inactive Investor,Samuel Fleischman,,"Empire State Financial, Inc.",sfleischman@esfi.com,,Salesforce
11235251,Inactive Investor,Mark Anthony Jiro,Financial Services Advisor,Prota Financial,,,Salesforce
10854313,Inactive Investor,Yandie Liautaud,Manager;Member,WealthEdge Investment Advisors LLC,,,Salesforce
9557495,,John Schweitzer,,,john.schweitzer@transamerica.com,,List import
11186035,Inactive Investor,Joseph Bennick,Financial Advisor,"RBC Capital Markets, LLC Casper WY 200 S Center St",joe.bennick@rbc.com,,Salesforce
10762697,Inactive Investor,Jonathan Bryer,,"World Investments, Inc. Millstone Township NJ 525 State Rte 33",jonathanbryer@tfsrep.com,,Salesforce
10841560,Inactive Investor,Peter Quehl,,"Osaic Wealth, Inc. Fond Du Lac WI 879 Forest Ave",,,Salesforce
10927296,Inactive Investor,Jennifer Insinger,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11152523,Inactive Investor,Tristan Block,,"Osaic Wealth, Inc. Wichita KS 1900 N Amidon Ave",,,Salesforce
11075299,Inactive Investor,Kyle Neumann,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 900 Long Lake Rd",kyle.e.neumann@ampf.com,,Salesforce
10802041,Inactive Investor,Whitney Rife,Private Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,whitney.rife@morganstanley.com,,Salesforce
11062509,Inactive Investor,Lourdes Chavez,,PFS Investments Inc. Omaha NE 4611 S 96th St,lourdes.chavez@primerica.com,,Salesforce
11027125,Inactive Investor,Sachiko Mahabeer,,GWN Securities Inc.,smahabeer@gwnsecurities.com,,Salesforce
10766735,Inactive Investor,Meredith Connors,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",meredith.connors@ml.com,,Salesforce
159383,,Constantine Papanicolaou,,[Unknown],constantine585@gmail.com,,Paid Social
10767902,Inactive Investor,Niteen Nevrekar,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",niteen.nevrekar@nm.com,,Salesforce
245791,,Not Provided,Director,United States Department of Commerce,paul.thanos@trade.gov,,Manual List Upload
11200199,Inactive Investor,Louis Goeckel,Financial Advisor,"Osaic Wealth, Inc. Syracuse NY 225 Wilkinson St",,,Salesforce
529,,,,,williamwilliams@inbox-informant.com,,
10896746,Inactive Investor,Daniel Claric,,"Osaic Wealth, Inc. Eugene OR 1500 Valley River Dr",,,Salesforce
11043730,Inactive Investor,Tamie Austin,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Westlake Village CA 3075 Townsgate Rd",austint@stifel.com,,Salesforce
9642457,,Stephen Deery,,,stevod90@gmail.com,,List import
10816639,Inactive Investor,Carlo Cedrone,Financial Advisor,Edward Jones Queensbury NY 686 Glen St,carl.cedrone@edwardjones.com,,Salesforce
34777,,Steven Gundersen,Financial Associate,Thrivent Investment Management Inc.,steven.gundersen@thrivent.com,218-739-4452,
10772526,Inactive Investor,Michael Mancuso,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",michael_mancuso@ml.com,,Salesforce
11181642,Inactive Investor,Michael Durbin,,Cetera Advisors LLC San Diego CA 655 W Broadway,,,Salesforce
10838403,Inactive Investor,Aaron Thomas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Phoenix AZ 11811 N Tatum Blvd",aaron.m.thomas@ampf.com,,Salesforce
11231886,Inactive Investor,Heather Hackett,,Commonwealth Financial Network Long Beach CA 301 Isthmus,hhackett@commonwealth.com,,Salesforce
10983833,Inactive Investor,Lukas Schmidt,,"American Portfolios Financial Services, Inc. Broadview Heights OH 6001 E Royalton Rd",lschmidt@americanportfolios.com,,Salesforce
10831563,Inactive Investor,Scott Jenner,,"Raymond James Financial Services, Inc. Zephyr Cove NV Private Residence",scott.jenner@raymondjames.com,,Salesforce
11236506,Inactive Investor,Jon Laher,Financial Analyst,"Orgel Wealth Management, LLC",jon.laher@orgelwealth.com,,Salesforce
10619939,,Marc Bassewitz,,,mbassewitz@firsttrustcapital.com,,List Import
11153422,Inactive Investor,Amanda Bjornson,,"The Leaders Group, Inc. Miami FL 300 Sevilla Ave",,,Salesforce
237126,, -,,[[Unknown]],cdltn@protonmail.com,,
10962372,Inactive Investor,Dave Sanders,,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,dave.sanders@primerica.com,,Salesforce
10791338,Inactive Investor,Casey Clarke,Managing Member;Managing Principal,Cadence Wealth Management LLC,casey@cadencewm.com,,Salesforce
10907735,Inactive Investor,Timothy O'Grady,,State Farm VP Management Corp. Newark OH 23 Forry St,timothyogrady@statefarm.com,,Salesforce
10803134,Inactive Investor,Urmi Parikh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1400 American Blvd",urmi.parikh@ml.com,,Salesforce
10770094,Inactive Investor,Charles Wood,Chief Compliance Officer;Chief Operating Officer,"Lindner Capital Advisors, Inc. Marietta GA 600 Village Trce NE",,,Salesforce
10876299,Inactive Investor,Johan Orban,,Goldman Sachs & Co.,,,Salesforce
11024430,Inactive Investor,Nicole Schleier,Registered Client Service Associate,"Ameriprise Financial Services, LLC Charleston SC 40 Calhoun St",,,Salesforce
9566536,,Robyn Schneider,,,rschneider@prairiecapital.com,,List import
10872886,Inactive Investor,Christine Plentyhoops,Regional Vice President,PFS Investments Inc. Denver CO 3333 S Wadsworth Blvd,christine.marturano@primerica.com,,Salesforce
11022238,Inactive Investor,Tanvere Warren,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,tanvere.warren@morganstanley.com,,Salesforce
11141047,Inactive Investor,Erly Cornejo,Financial Advisor,Edward Jones Redding CA 2697 Victor Ave,,,Salesforce
10973809,Inactive Investor,William Blankenship,,Citigroup Global Markets Inc.,,,Salesforce
9625966,,Vaibhav Kale,,,kalevaibhav4487@gmail.com,,List import
11082377,Inactive Investor,Dipak Shah,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",dipak.shah@prudential.com,,Salesforce
11013635,Inactive Investor,Jennifer Bryant,,"Avantax Investment Services, Inc. Grinnell IA IA-146 & 16th Ave",jennifer.bryant@myavantax.com,,Salesforce
11197279,Inactive Investor,Thomas Parr,,Hilltop Securities Inc. Chicago IL 1 S Wacker Dr,,,Salesforce
9554186,,Tod ZHANG,,,tod.zhang@leadingvisa.net,,List import
10812934,Inactive Investor,Todd Shallcross,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",todd.shallcross@rbc.com,,Salesforce
10752762,Inactive Investor,Luciane Roessler,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,luciane.roessler@morganstanley.com,,Salesforce
10991771,Inactive Investor,Ryan Norman,Financial Advisor,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",,,Salesforce
10779814,Inactive Investor,David Bennett,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",david_w_bennett@ml.com,,Salesforce
226372,, -,,[[Unknown]],mounafi45@gmail.com,,Initial Salesforce Import
10910270,Inactive Investor,Jared Anderson,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",jared.anderson2@ml.com,,Salesforce
9632605,,Bjoern Schwarz,,,bjoernchristophschwarz@gmail.com,,List import
10785219,Inactive Investor,Matthew Kunkel,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Baltimore MD 2800 Quarry Lake Dr",matthew.kunkel@rbc.com,,Salesforce
337019,,Brian Zingale,Partner,Perry Creek Capital Lp,bzingale@perrycreekcap.com,212-356-6051,Manual List Upload
10831868,Inactive Investor,Robert Tansey,Managing Director,Wedbush Securities Inc. New York NY 142 W 57th St,robert.tansey@wedbush.com,,Salesforce
10903067,Inactive Investor,Alan Kurt,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,alan.m.kurt@chase.com,,Salesforce
225035,,Bill Ulivieri,Principal,"Cenacle Capital Management, Llc",bulivieri@cenaclecapital.com,847-686-4800,Manual List Upload
10791131,Inactive Investor,Carine Smith,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",csmith@tiaa-cref.org,,Salesforce
10765178,Inactive Investor,Zachary Prescott,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10861663,Inactive Investor,James Taylor,Senior Portfolio Manager,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10898268,Inactive Investor,Jason Gorak,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jason.gorak@jpmorgan.com,,Salesforce
11043817,Inactive Investor,Ashley Childs,,J.P. Morgan Securities LLC Baltimore MD 1401 Fleet St,ashley.childs@chase.com,,Salesforce
11155187,Inactive Investor,David Martinez,,"Cambridge Investment Research, Inc. Dallas TX 15150 Preston Rd",,,Salesforce
159544,,Mark Benitez,,[Unknown],mbng13@gmail.com,,Paid Social
11043747,Inactive Investor,Rodney Vaught,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Edwardsville IL 600 Country Club Vw",vaughtr@stifel.com,,Salesforce
9633484,,Kate Zhang,,,klz0123@gmail.com,,List import
11152279,Inactive Investor,Kyle Bancke,Senior Regional Risk Manager,"Ameriprise Financial Services, LLC Golden Valley MN Private Residence",kyle.r.bancke@ampf.com,,Salesforce
11014348,Inactive Investor,Maritza De La Torre,,J.P. Morgan Securities LLC Chula Vista CA 330 E H St,maritza.de-la-torre@jpmorgan.com,,Salesforce
9622522,,Raymond Lanci,,,r_lance42@hotmail.com,,List import
11124837,Inactive Investor,James Burrows,Financial Advisor;Mortgage Consultant;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",james.burrows@wellsfargoadvisors.com,,Salesforce
10989169,Inactive Investor,Trevor Wasbotten,,LPL Financial LLC Saint Paul MN 710 Commerce Dr,trevor.wasbotten@lpl.com,,Salesforce
10842131,Inactive Investor,Marc Difiore,,Park Avenue Securities LLC Medfield MA 266 Main St,,,Salesforce
368108,,Margaret Rivera,Financial Advisor,,smokie9054@gmail.com,,Webinar
10788049,Inactive Investor,Michael Polgar,,Sigma Financial Corporation Southgate MI 13260 Dix Toledo Rd,mpolgar@sigmarep.com,,Salesforce
217698,,Nathan Whinnery,,[Unknown],n8whinnery@gmail.com,,source
11088090,Inactive Investor,Debbee Pundt,Chief - Staff;Chief Operations Officer;Limited Partner;Partner;Regulatory Contact;Senior Vice President,"S.B. Value Partners, L.P. San Antonio TX 16414 San Pedro",debbee.pundt@sbvalue.com,,Salesforce
10963975,Inactive Investor,Joshua Lynn,,"Hornor, Townsend & Kent, LLC Tucson AZ 1820 E River Rd",,,Salesforce
9569840,,George Bidjov,,,gbidjov@financialguide.com,,List import
9579679,,Peter Rieke,,,peterr@dginv.com,,List import
10906133,Inactive Investor,Matthew Cole,Team Manager,LPL Financial LLC Highlands Ranch CO Private Residence,matthew.cole@lpl.com,,Salesforce
10845268,Inactive Investor,Thomas West,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Pasadena CA 301 N Lake Ave,twest@dadco.com,,Salesforce
10780092,Inactive Investor,Brandon Smith,Financial Advisor,Edward Jones Greenfield IN 400 W Green Meadows Dr,brandon.smith@edwardjones.com,,Salesforce
10872575,Inactive Investor,David Patterson,,PFS Investments Inc. Utica MI 11111 Hall Rd,,,Salesforce
10936570,Inactive Investor,Joy Kaminski,,Lincoln Investment Joliet IL 2571 Division St,jkaminski@lincolninvestment.com,,Salesforce
10772647,Inactive Investor,Rita Robbins,Advisor,"Osaic Wealth, Inc. New York NY 310 Riverside Dr",,,Salesforce
9554849,,Nick Megremis,,,nm@ntrs.com,,List import
9537663,,Hongrae Cho,,,soulgroove7@naver.com,01075316420,Web form fillout
11021077,Inactive Investor,Mark Kissell,Co-Founder;Investment Advisor Representative;Retirement Plan Specialist,Advisory Services Network North Manchester IN Private Residence,,,Salesforce
11157222,Inactive Investor,Kit Ng,Financial Advisor;Senior Vice President;Wealth Advisor,Morgan Stanley New York NY 1 Penn Plz,kit.ng@morganstanley.com,,Salesforce
5840443,,Shereen Daniels,,,shereen@shereen-daniels.com,,Web Form Fillout
11126351,Inactive Investor,Thomas Bass,Financial Advisor,"Independent Advisor Alliance, LLC Roanoke VA 2404 Electric Rd",,,Salesforce
11169375,Inactive Investor,Charles Strum,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,charles.strum@fidelity.com,,Salesforce
10765002,Inactive Investor,John Carlsen,Financial Advisor,"Wells Fargo Clearing Services, LLC Placerville CA 186 Placerville Dr",john.carlsen@wellsfargo.com,,Salesforce
11093046,Inactive Investor,Joel Sellers,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10858821,Inactive Investor,Michael Sharp,,Jefferies LLC,msharp@jefferies.com,,Salesforce
11214301,,Joseph Mclean,,,jmclean764@gmail.com,,Web Form Fillout
10963466,Inactive Investor,Jacob Wahl,Client Service Associate,Morgan Stanley Dallas TX 8383 Preston Center Plz,jacob.wahl@morganstanley.com,,Salesforce
10892392,Inactive Investor,Chunyi Lei,,J.P. Morgan Securities LLC Chino Hills CA 13011 Peyton Dr,albert.lei@jpmorgan.com,,Salesforce
11043640,Inactive Investor,Melinda Beard,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,melinda.beard@fmr.com,,Salesforce
10925820,Inactive Investor,Mikaila Rodgers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",mikaila.rodgers@ml.com,,Salesforce
11106546,Inactive Investor,William Marsden,Account Vice President;Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,william.marsden@ubs.com,,Salesforce
10895342,Inactive Investor,Arius Jones,,Fidelity Brokerage Services LLC Phoenixville PA Private Residence,,,Salesforce
9614288,,Andrew McLeod,,,amcleod@guardiancapital.com,,List import
11135021,Inactive Investor,David Bonomi,,"Northwestern Mutual Investment Services, LLC Greenfield MA 238 Main St",david.bonomi@nm.com,,Salesforce
11146184,Inactive Investor,James Svigos,Family Wealth Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,james.svigos@morganstanley.com,,Salesforce
346674,,Steve Wilbur,"Managing Director, Senior Wealth","Allen Capital Group, Llc",steve@allencapgroup.com,308-385-1500,Manual List Upload
10647298,,Stacey Bouthillette,,,stacey.bouthillette@wfafinet.com,,List Import
248829,,Todd Yoder,Managing Director Global Finance and Treasury,Fluor Corporation,ontheedgetech@outlook.com,,Manual List Upload
10887405,Inactive Investor,Jason D'Amelio,Chief Compliance Officer;Financial Consultant;Partner,"Bayridge Financial Group, Inc.",jason@bayridgefinancialgroup.com,,Salesforce
10614459,,Davin Sessa,Financial Advisor,,dsessa@strategiesforwealth.com,,List Import
11222057,,Robert Curtiss,,,rcurtiss@seia.com,,List import
10835406,Inactive Investor,Tracie Kanelos,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Rome GA 1605 Martha Berry Blvd NW",tracie.kanelos@benjaminfedwards.com,,Salesforce
342090,,Marion Rockwood,Associate Portfolio Manager,"The De Burlo Group, Inc.",mrockwood@deburlogroup.com,617-482-0275,Manual List Upload
11081032,Inactive Investor,Christine Ormsbee,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",christine.ormsbee@ml.com,,Salesforce
11167947,Inactive Investor,Jeffrey Lewis,Financial Advisor;Managing Director,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,jeff.lewis@ubs.com,,Salesforce
11153723,Inactive Investor,Craig Ciszewski,,"American Portfolios Financial Services, Inc. Hilton Head Island SC 28 Forest Dr",cciszewski@americanportfolios.com,,Salesforce
11169444,Inactive Investor,Edward Cahill,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",edward.cahill@ml.com,,Salesforce
9565542,,Hillard Berry,,,fugitiveessays@gmail.com,,List import
10790874,Inactive Investor,Robert Moon,Advisor;Managing Director,Rockefeller Financial LLC Bethesda MD 2 Bethesda Metro Ctr,rmoon@rockco.com,,Salesforce
9602208,,James McCloskey,,,jamespmccloskey@gmail.com,,List import
11199268,Inactive Investor,Carson Strickland,Chief Compliance Officer,"Hubbell Strickland Wealth Management, LLC",carson@hubbellstrickland.com,,Salesforce
10777734,Inactive Investor,Prem Bajaj,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",prem_bajaj@ml.com,,Salesforce
352599,,Lucas Belanger,Analyst,"Verdis Investment Management, Llc",lbelanger@verdence.com,610-397-1600,Manual List Upload
11136278,Inactive Investor,Ashley Finney,,"Charles Schwab & Co., Inc. Mokena IL 19214 S La Grange Rd",ashley.finney@schwab.com,,Salesforce
210822,,Rich Cuellar-Lopez,,[Unknown],richcuellarlopez@gmail.com,,Paid Social
10752557,Inactive Investor,Douglas Hepola,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",douglas.hepola@nm.com,,Salesforce
10910187,Inactive Investor,Virginia Mcgrody,,"Avantax Investment Services, Inc. Lebanon NH 19 Morgan Dr",,,Salesforce
10898554,Inactive Investor,Lauren Moreng,Client Service Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,l.moreng@ubs.com,,Salesforce
11144296,Inactive Investor,Philip Hayes,Financial Advisor,LPL Financial LLC Blue Springs MO 1200 NW South Outer Rd,,,Salesforce
10917104,Inactive Investor,Lee Fortenberry,,Park Avenue Securities LLC Lancaster PA 1869 Charter Ln,lee.fortenberry@glic.com,,Salesforce
11166361,Inactive Investor,Charles Romano,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,charles.romano@fidelity.com,,Salesforce
1071058,Inactive Investor,Eryn Gerhart,,Eryn Gerhart,gerharteryn@gmail.com,9374234926,
10858763,Inactive Investor,Duane Davis,,State Farm VP Management Corp. Bentonville AR 1003 SE 14th St,allan.davis.ngii@statefarm.com,,Salesforce
11209353,Inactive Investor,Robert Pollock,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
11055154,Inactive Investor,Timothy Bogert,,Prosperity Capital Advisors Rochester MI 345 Diversion St,,,Salesforce
11063142,Inactive Investor,Jeffrey Dillard,Founding Principal;Member,Tailwind Advisors Fort Worth TX 1000 Foch St,,,Salesforce
11090645,Inactive Investor,Neelam Patel,,J.P. Morgan Securities LLC,neelam.patel@jpmorgan.com,,Salesforce
11184513,Inactive Investor,Brian Trexell,Senior Associate General Counsel,Robert W. Baird & Co. Incorporated,,,Salesforce
9596806,,Craig Colbath,,,ccolbath@pasadenapw.com,,List import
178977,,Roberto Fonseca,Investment Manager,[Unknown],roberto.fonseca@capaf.org.br, +55 (91) 4009 7910,Database Upload
9588834,,Henry Juan,,,henryjuan@pm.me,,List import
10564845,,Daniel Reid,,,danreid123@gmail.com,,Web Form Fillout
11150129,Inactive Investor,Michael Cummiskey,,"Osaic Wealth, Inc. Paradise Valley AZ 5057 E Sky Desert Ln",,,Salesforce
10936783,Inactive Investor,David Tomberlin,Service Associate,"Raymond James & Associates, Inc.",david.tomberlin@raymondjames.com,,Salesforce
10820510,Inactive Investor,Paul Nolte,Market Strategist;Senior Wealth Advisor,Murphy & Sylvest,pnolte@murphysylvest.com,,Salesforce
10886190,Inactive Investor,Nita Rathod,Banker,J.P. Morgan Securities LLC Frisco TX 4998 Preston Rd,,,Salesforce
10985839,Inactive Investor,Andrea Bruse,,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,,,Salesforce
343991,,John Horan,President,Bristol Financial Llc,john.horan@bristolfinancial.net,314-925-3008,Manual List Upload
10920139,Inactive Investor,Daniel Marcus,Financial Advisor,LPL Financial LLC Denville NJ Private Residence,daniel.marcus@lpl.com,,Salesforce
11016634,Inactive Investor,Derek Decker,,"Raymond James Financial Services, Inc. Mount Juliet TN 1476 N Mount Juliet Rd",derek.decker@raymondjames.com,,Salesforce
11181113,Inactive Investor,Robert Galian,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Oakdale NY 861 Montauk Hwy,robert.r.galian@jpmorgan.com,,Salesforce
11043402,Inactive Investor,Eric Thurber,Chief Investment Officer;Co-Founder;Managing Director;Managing Member;Regulatory Contact,Three Bridge Wealth Advisors,eric@threebridgewa.com,,Salesforce
11194806,Inactive Investor,Alex Oliver,Financial Advisor,First National Advisors LLC,alex@fncadvisor.com,,Salesforce
11171348,Inactive Investor,Maria Nagle,,PFS Investments Inc. Foxboro MA 124 Washington St,maria.nagle@primerica.com,,Salesforce
10956664,Inactive Investor,Alhaji Mclaren,Personal Banker,"Wells Fargo Clearing Services, LLC Riverdale MD 6235 Baltimore Ave",,,Salesforce
10985803,Inactive Investor,Johanna Vicuna,,J.P. Morgan Securities LLC Englewood NJ 50 Grand Ave,johanna.vicuna@jpmorgan.com,,Salesforce
69080,,Brett Reeves,,Fidelity Personal and Workplace Advisors,brett.reeves@fidelity.com,800-544-6666,
11152520,Inactive Investor,Zachary Scott,,"Osaic Wealth, Inc. Catonsville MD Private Residence",,,Salesforce
10985165,Inactive Investor,Corey LaPrade,Financial Advisor,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
10880082,Inactive Investor,Albert Kim,,Vanguard Marketing Corporation,albert_kim@vanguard.com,,Salesforce
11008106,Inactive Investor,James Ort,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 100 Motor Pkwy",,,Salesforce
10846635,Inactive Investor,Fazal Dasankop,Investment Advisor Representative,"Jaffe Tilchin Investment Partners, LLC",fazal@jaffetilchin.com,,Salesforce
9584643,,Lindsey Cara,,,lcara@starboardvalue.com,,List import
40825,,Soren Lancaster,Financial Consultant,Thrivent Investment Management Inc.,soren.lancaster@thrivent.com,775-562-3448,
11100010,Inactive Investor,Lorna Erb,,"Ashton Thomas Securities, LLC Rochester NY 2243 Lyell Ave",,,Salesforce
10756600,Inactive Investor,Alison Massey,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",alison.massey@ml.com,,Salesforce
10831963,Inactive Investor,Sean Olert,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
9607285,,Darrick Cox,,,cox020881@gmail.com,,List import
9633773,,Agus Wijaya,,,aguswijaya45366@gmail.com,,List import
11111622,Inactive Investor,Alexander Marcus,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
217155,,robert franz,Managing partner,[Unknown],bfranz917@gmail.com,,Event
11028233,Inactive Investor,Brandon Ahinga,,J.P. Morgan Securities LLC Manteca CA 115 W Center St,,,Salesforce
11208801,Inactive Investor,Melanie Hitchen,Wealth Advisor,TFO Wealth Partners Winchester VA 202 W Boscawen St,mhitchen@tdccompanies.com,,Salesforce
68951,,Christopher Careri,,Eagle Strategies LLC,ccareri@eaglestrategies.com,631-391-3473,
10870780,Inactive Investor,Francesca Adamski,,Goldman Sachs & Co.,francesca.adamski@goldmansachs.com,,Salesforce
11096205,Inactive Investor,Claudia Allard,,J.P. Morgan Securities LLC Charlotte NC 3816 Corning Pl,claudia.e.allard@chase.com,,Salesforce
11295378,,Радик Зигангиров,,,mebeliyer@gmail.com,,Web Form Fillout
10819770,Inactive Investor,Pauline Dana-Bashian,Chief Compliance Officer,"Pension Parameters Financial Services, Inc.",,,Salesforce
11100745,Inactive Investor,Albert Bryant,,"Raymond James Financial Services, Inc. Allen TX 333 E Bethany Dr",albert.bryant@raymondjames.com,,Salesforce
10964692,Inactive Investor,Allan Maman,Chief Compliance Officer;Chief Executive Officer;Regulatory Contact,"Bloom Investment Advisors, LLC Ridgewood NJ 653 Arcadia Rd",allan@joinbloom.co,,Salesforce
336613,,Jessica Pizzo,Resource Partner,Court Square Capital,jpizzo@courtsquare.com,212-752-6110,Manual List Upload
9599558,,Holly Galbrecht,,,hgalbrecht@wetherby.com,,List import
85043,,Andrew Scheinerman,Principal,AJS Realty Investments,andrews429@gmail.com,,
11053084,Inactive Investor,George Woerdeman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kingston MA 431 Country Club Way",george.x.woerdeman@ampf.com,,Salesforce
10844962,Inactive Investor,Elizabeth Lesar,Private Client Advisor,J.P. Morgan Securities LLC New York NY 360 Park Ave,liz.lesar@jpmorgan.com,,Salesforce
11006703,Inactive Investor,Denize Phillip,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",denize.phillip@prudential.com,,Salesforce
11143995,Inactive Investor,Anthony Delillo,,"HighTower Securities, LLC New York NY 1 Bryant Park",adelillo@hightoweradvisors.com,,Salesforce
11231739,Inactive Investor,Paul Seymour,,Cetera Advisor Networks LLC Plattsburgh NY 14 Durkee St,,,Salesforce
9560838,,Randy Umbaugh,,,randy.umbaugh@cfdinvestments.com,,List import
10956037,Inactive Investor,Carissa Hatley,Regional Vice President,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",carissa.hatley@equitable.com,,Salesforce
10909653,Inactive Investor,Leo Beauregard,Assistant Vice President;Compliance Analyst,"Osaic Institutions, Inc.",lbeauregard@infinexgroup.com,,Salesforce
9566500,,Kirt Beckes,,,burtkeckes1@protonmail.com,,List import
10962222,Inactive Investor,Jimmy Torres,,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",jimmy.torres@raymondjames.com,,Salesforce
11217830,,Tomas Larsen,,,tomas.larsen@jpmorgan.com,,List Import
9587813,,Seyad Abolfazl Mozafari,,,a.mozafari1422@gmail.com,,List import
10991395,Inactive Investor,Ruben Junca Martinez,,PFS Investments Inc. Upland CA 151 D St,rjunca-martinez@primerica.com,,Salesforce
11125701,Inactive Investor,Stuart Hicks,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,,,Salesforce
11125308,Inactive Investor,Dawn Nowell,,PFS Investments Inc. Lakeland FL 2031 E Edgewood Dr,dawn.nowell@primerica.com,,Salesforce
9578664,,Alexander Borodich,,,alexander.borodich@gmail.com,,List import
11167120,Inactive Investor,Anthony Austin,,Thrivent Investment Management Inc. Seattle WA 10700 Meridian Ave N,anthonytone.austin@thrivent.com,,Salesforce
10617258,,Dennis Castillo,,,dennis.castillo@jpmorgan.com,,List Import
9611412,,David Poyner,,,dhaakon2@gmail.com,,List import
10898342,Inactive Investor,Collin Brooks,Financial Advisor,Morgan Stanley Canton OH 4455 Dressler Rd NW,collin.brooks@morganstanley.com,,Salesforce
349156,,Joni Eggleston,"Process, Compliance Manager",Goodman Financial Corporation,jeggleston@goodmanfinancial.com,713-599-1777,Manual List Upload
10905216,Inactive Investor,Andrew Tongren,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11089364,Inactive Investor,Salwa Atique,,J.P. Morgan Securities LLC East Setauket NY 1395 Rte 25A,salwa.atique@chase.com,,Salesforce
11015868,Inactive Investor,Larry Woods,,"Wells Fargo Clearing Services, LLC Birmingham AL 1600 Montgomery Hwy",larry.woods@wellsfargoadvisors.com,,Salesforce
10971528,Inactive Investor,Jessica Nguyen,,"Raymond James & Associates, Inc.",jessica.nguyen@raymondjames.com,,Salesforce
10907385,Inactive Investor,Luis Granados,,LPL Financial LLC Flemington NJ 361 State Rte 31,luis.granados@lpl.com,,Salesforce
9637694,,Kent Muckel,,,kmuckel@pwpartners.com,,List import
11059528,Inactive Investor,Kylie Mccollough,,LPL Financial LLC Dothan AL 2378 W Main St,raeann.mccollough@lpl.com,,Salesforce
10826713,Inactive Investor,Jesse Bull,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,jesse.bull@ubs.com,,Salesforce
11168773,Inactive Investor,Justin Knapp,Financial Advisor,Edward Jones Ada MI 452 Ada Dr SE,justin.knapp@edwardjones.com,,Salesforce
9625201,,ROBERT BOLDIN,,,robert.boldin@live.iup.edu,,List import
10431762,,Consuelo Sneve,,,ccsneve@gmail.com,,Web Form Fillout
11070515,Inactive Investor,Alejandro Martinez Briceno,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",alejandro.martinezbriceno@nm.com,,Salesforce
10648238,,Christopher Semrod,,,csemrod@semrodcapital.com,,List import
11260379,Inactive Investor,Alexis Switzer,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",,,Salesforce
10865347,Inactive Investor,Arturo Pensato,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,arthur.a.pensato@jpmorgan.com,,Salesforce
10915633,Inactive Investor,Gregory Johnson,Investment Advisor Representative,"Osaic Wealth, Inc. Belle Plaine IA 1567 13th St",,,Salesforce
11088227,Inactive Investor,Bradley Cohen,Financial Advisor,LPL Financial LLC Canandaigua NY 468 S Pearl St,bradley.cohen@lpl.com,,Salesforce
11089864,Inactive Investor,Gerald Haga,,"Avantax Investment Services, Inc. Fargo ND 5195 45th St S",,,Salesforce
11114307,Inactive Investor,Ryan Maul,,Cetera Advisors LLC San Diego CA 655 W Broadway,,,Salesforce
10988957,Inactive Investor,Malik Benloucif,,J.P. Morgan Securities LLC Arlington VA 850 N Randolph St,,,Salesforce
10862725,Inactive Investor,Jerry Rubin,,"The Leaders Group, Inc.",,,Salesforce
10849116,Inactive Investor,Christopher Demaria,,Kovack Securities Inc. Knoxville TN 924 Scenic Dr,cdemaria@ksifa.com,,Salesforce
350891,,Breland Applewhite,"Client Relationship Manager, Team Lead","Addicus Advisory, Llc",breland@weareaddicus.com,877-294-8658,Manual List Upload
336344,,David Risgaard,Managing Director,North Star Asset Management Inc,drisgaard@northstarinvestments.com,920-729-7900,Manual List Upload
10859813,Inactive Investor,Nicholas Cason,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Forney TX 401 FM548,,,Salesforce
11016751,Inactive Investor,Blake Bredensteiner,,"Larson Financial Securities, LLC",blake.bredensteiner@larsonfinancial.com,,Salesforce
10788522,Inactive Investor,Michael Evans,,PFS Investments Inc. South Holland IL 900 E 162nd St,mevans@primerica.com,,Salesforce
9588055,,Sookhee Lee,,,talith26@gmail.com,,List import
11036691,Inactive Investor,Richard Durnwald,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",rich.durnwald@nm.com,,Salesforce
227188,, -,,[Unknown],yanick0905@gmail.com,,
5262926,,MD:IMRAN AHMED,,,imranahamedimranahamed123@gamil.com,,Web Form Fillout
10770152,Inactive Investor,Randy Zimmermann,,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",randy.zimmermann@wellsfargoadvisors.com,,Salesforce
9642799,,Tyson Yates,,,tyson_yates@protonmail.com,,List import
9585749,,Brian Kingston,,,bkingston@brookfield.com,,List import
98321,,Andreas Synnos,Project Manager,Synnos A Energy Solutions,synnosa@gmail.com,,
10810826,Inactive Investor,Rita Sethy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",rita_sethy@ml.com,,Salesforce
345891,,Randy Smith,"Financial Advisor, Limited Partner","Clear Sky Financial, LP",randy@csfplan.com,214-440-3615,Manual List Upload
10952435,Inactive Investor,Ahmed Idlibi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",ahmed.idlibi@ml.com,,Salesforce
10920721,Inactive Investor,Nicholas Matlock,Chief Compliance Officer;Chief Executive Officer;Managing Member,Cratero Capital LLC,nick@craterocapital.com,,Salesforce
5760407,,Guru T,,,gurut120@gmail.com,4084755667,Web Form Fillout
9624500,,James Hartley,,,jhartleyebates@gmail.com,,List import
11146015,Inactive Investor,Jeremy Bradley,,Country Capital Management Company Alpharetta GA 13077 Hwy 9 N,jeremy.bradley@countryfinancial.com,,Salesforce
11231520,Inactive Investor,Nigel Stinson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Powell OH 9825 Sawmill Pkwy",nigel.stinson@ml.com,,Salesforce
10938180,Inactive Investor,Janet Knutsen,,"Equity Services, Inc. Annandale MN 10572 116th St NW",knutsen_jan@nlvmail.com,,Salesforce
9558028,,Timothy Harper,,,tharper@zacks.com,,List import
9646318,,ghdfgsgsd dsaijiasgj,,,asdffdsaf@gmail.com,,List import
10838473,Inactive Investor,Aina Carlsson,,"Ameriprise Financial Services, LLC Santa Paula CA 137 N 10th St",aina.x.carlsson@ampf.com,,Salesforce
9585149,,Anthony Malloy,,,amalloy@newyorklife.com,,List import
9551646,,David Eichhorn,,,david.eichhorn@nisanet.com,,List import
10778932,Inactive Investor,Robert Harrigan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",rob_harriganjr@ml.com,,Salesforce
9599123,,Jacob Harmsen,,,jharmsen@wipflifinancial.com,,List import
11070426,Inactive Investor,Bradley Williams,,"Sound Income Strategies, LLC Huntsville AL 500 Boulevard South SW",,,Salesforce
11229106,Inactive Investor,David Price,Associate Financial Advisor,Edward Jones Shelbyville KY 611 Main St,,,Salesforce
10839736,Inactive Investor,Darryl Deriemacker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Baltimore MI 30650 23 Mile Rd",darryl.deriemacker@ml.com,,Salesforce
11017330,Inactive Investor,Ryan O'Hare,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",ryan.ohare@ml.com,,Salesforce
11046239,Inactive Investor,Alexander Epps,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",alex.epps@ml.com,,Salesforce
11023919,Inactive Investor,Richard Shore,Financial Advisor,Robert W. Baird & Co. Incorporated Winston Salem NC 380 Knollwood St,rshore@rwbaird.com,,Salesforce
221063,,Dipranjan Verma,,[Unknown],vermadipranjan12345@gmail.com,,source
11190864,Inactive Investor,Devon Howard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",devon.howard@ml.com,,Salesforce
11114508,Inactive Investor,Michael Austin,,"Osaic Wealth, Inc. Baton Rouge LA 8675 Bluebonnet Blvd",,,Salesforce
10827254,Inactive Investor,Benjamin Gurney,,J.P. Morgan Securities LLC Wilmette IL Private Residence,,,Salesforce
11028222,Inactive Investor,Ashley Bowler,,J.P. Morgan Securities LLC Portland OR 1515 NE 112th Ave,,,Salesforce
11162437,Inactive Investor,Marshall Humphrey,Financial Advisor,Edward Jones Fort Worth TX 1200 Summit Ave,marshall.humphrey@edwardjones.com,,Salesforce
11071691,Inactive Investor,Stephanie Ripp,,"Northland Securities, Inc.",sripp@northlandsecurities.com,,Salesforce
11161100,Inactive Investor,David Deeter,,"Osaic Wealth, Inc. Annapolis MD Private Residence",,,Salesforce
11217961,,Yates Pepper,,,yates.pepper@jpmorgan.com,,List Import
10833871,Inactive Investor,Michelle McCabe,Associate Vice President;Chief Operating Officer,Rockefeller Financial LLC Chicago IL 227 W Monroe St,mmccabe@rockco.com,,Salesforce
11207032,Inactive Investor,Diemyrus Diego,,"Ameriprise Financial Services, LLC Los Angeles CA 11150 W Olympic Blvd",,,Salesforce
11003016,Inactive Investor,Shane Lowe,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",shane.lowe@53.com,,Salesforce
349949,,Michael Gorman,Managing Advisor,"BKD Wealth Advisors, LLC",mgorman@bkd.com,630-282-9500,
10937284,Inactive Investor,Keith Duncan,,"Allstate Financial Services, LLC Tucson AZ 4610 E Grant Rd",,,Salesforce
11217207,,Haley Otoole,,,haley.otoole@edwardjones.com,,Other
11194077,Inactive Investor,Thomas Makin,Personal Banker,J.P. Morgan Securities LLC Marietta GA 1060 E Piedmont Rd,brett.makin@chase.com,,Salesforce
10920369,Inactive Investor,Hailey Percival,Financial Advisor,Edward Jones Portland OR 1260 SE Lambert St,hailey.percival@edwardjones.com,,Salesforce
10788266,Inactive Investor,Greg Thurman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11131794,Inactive Investor,David Keller,Financial Professional,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",dkeller@financialguide.com,,Salesforce
11032612,Inactive Investor,Timothy Becker,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",timothy.j.becker@nm.com,,Salesforce
11192913,Inactive Investor,Stephen Tordone,Director - Alternative Investments;Executive Director;Executive Financial Services Director;Family Wealth Director;Financial Adv,Morgan Stanley Boston MA 28 State St,stephen.a.tordone@morganstanley.com,,Salesforce
9634601,,Haegin Chang,,,hchang@castaneapartners.com,,List import
10890865,Inactive Investor,Tracy Garner,Financial Advisor,Edward Jones Blytheville AR 827 E Main St,tracy.garner@edwardjones.com,,Salesforce
11042084,Inactive Investor,Meredith Pennewell,Financial Advisor,Edward Jones Fort Atkinson WI 1001 Madison Ave,meredith.pennewell@edwardjones.com,,Salesforce
10952294,Inactive Investor,Tatyana Shlyk,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11070135,Inactive Investor,Bingyang Li,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,bingyang.li@jpmorgan.com,,Salesforce
10774178,Inactive Investor,Jay Livingston,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,jflivingston@ft.newyorklife.com,,Salesforce
11104851,Inactive Investor,Albert Dejonge,Financial Professional,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",albert.dejonge@equitable.com,,Salesforce
10618597,,Joseph Esposito,,,joseph.esposito@ubs.com,,List Import
10871884,Inactive Investor,Brian Rafferty,Financial Advisor,Edward Jones Selah WA 406 S 1st St,brian.rafferty@edwardjones.com,,Salesforce
10885570,Inactive Investor,Justin Sherman,Chief Compliance Officer;Managing Member;Managing Partner;Member;Regulatory Contact,Paragon Private Wealth Management LLC,jsherman@paragonmgmt.com,,Salesforce
10760792,Inactive Investor,Christine Gunderman,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,christine.a.gunderman@morganstanley.com,,Salesforce
11166373,Inactive Investor,Trinidad Butler,,Fidelity Brokerage Services LLC,,,Salesforce
51490,,Jeffrey Thompson,"Chief Executive Officer, Director, President","W.E. Donoghue & Co., LLC",jthompson@donoghue.com,800-642-4276,
9607930,,Black Trak,,,blacktrak@yahoo.com,,List import
10998951,Inactive Investor,Clay Kinnard,Private Wealth Advisor,"Perigon Wealth Management, LLC Wilmington DE 5806 Kennett Pike",ckinnard@perigonwealth.com,,Salesforce
11091862,Inactive Investor,Paul Franklin,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,pifranklin@ft.newyorklife.com,,Salesforce
10977907,Inactive Investor,Eleftheria Walker,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eleftheria_walker@vanguard.com,,Salesforce
10916085,Inactive Investor,Irina Khaliava,Senior Registered Account Administrator,"Wells Fargo Advisors Financial Network, LLC Wilmington DE 1013 Centre Rd",irina.khaliava@wfafinet.com,,Salesforce
9624945,,Kanghoon Choi,,,wonderwall0914@gmail.com,,List import
10807750,Inactive Investor,Richard Miranda,Director - Alternative Investments;Executive Director - Wealth Management;Insurance Planning Director;Lending Specialist;Wealth,Morgan Stanley Shrewsbury NJ 1030 Broad St,richard.miranda@morganstanley.com,,Salesforce
9610673,,Chris Lane,,,clanelvnv@gmail.com,,List import
238386,,SWBOYCE@GMAIL.COM Boyce,,[Unknown],swboyce@gmail.com,,
45782,,Kathleen Degen,,"MML Investors Services, LLC",kdegen@massmutual.com,816-333-2334,
11025243,Inactive Investor,Kristina Necessary,,LPL Financial LLC Wheeling WV 1320 National Rd,kristina.bandi@lpl.com,,Salesforce
11061417,Inactive Investor,Fred Goodman,,"Verus Capital Partners, LLC Chandler AZ 2661 E Coconino Dr",fgoodman@veruscapitalpartners.com,,Salesforce
11117689,Inactive Investor,James Hines,Investment Advisor,"Prospera Financial Services, Inc. Hurst TX 1845 Precinct Line Rd",,,Salesforce
11164723,Inactive Investor,Michael Diers,Financial Planner,LPL Financial LLC Coralville IA 2771 Oakdale Blvd,mike.diers@lpl.com,,Salesforce
10934433,Inactive Investor,Sukontar Deshano,,"Cambridge Investment Research, Inc. Denver CO 355 S Teller St",,,Salesforce
10851621,Inactive Investor,Craig Samuelson,,LPL Financial LLC Fargo ND 520 Main Ave,craig.samuelson@lpl.com,,Salesforce
11022311,Inactive Investor,Marion Mccullough,,PFS Investments Inc. Silver Spring MD 11002 Veirs Mill Rd,mmccullough@primerica.com,,Salesforce
11023417,Inactive Investor,Matthew Medlock,,"Cadaret, Grant & Co., Inc. Fair Oaks CA Private Residence",,,Salesforce
10916982,Inactive Investor,Adib Motiwala,Managing Partner;President,Motiwala Capital,amotiwala@motiwalacapital.com,,Salesforce
11049627,Inactive Investor,Daniel Sandiford,,"Truist Investment Services, Inc. Richmond VA 7747 Midlothian Tpke",daniel.sandiford@truist.com,,Salesforce
242050,,Jean-Louis Guinchard,Senior Managing Principal,"RCX Capital Group, LLC",jguinchard@rcxcapitalgroup.com,,Event
11160795,Inactive Investor,Laura Walker,Client Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,laura.walker@ubs.com,,Salesforce
10791821,Inactive Investor,Joon Rhee,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",joon.rhee@aretewealth.com,,Salesforce
11178729,Inactive Investor,Vincent Simonelli,,"Farmers Financial Solutions, LLC Elgin IL 1831 Larkin Ave",vsimonelli@farmersagent.com,,Salesforce
11185749,Inactive Investor,Thomas Haarmann,Financial Advisor,Money Concepts Capital Corp Wauwatosa WI Private Residence,thaarmann@moneyconcepts.com,,Salesforce
10913665,Inactive Investor,Salvatore Rinaudo,Financial Advisor,Edward Jones Nottingham MD 8615 Ridgelys Choice Dr,salvatore.rinaudo@edwardjones.com,,Salesforce
11154675,Inactive Investor,Bryson Meinhardt,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",bryson.meinhardt@raymondjames.com,,Salesforce
10989191,Inactive Investor,Scott Salway,,NYLIFE Securities LLC Wilmington VT 1 School St,stsalway@ft.newyorklife.com,,Salesforce
10827815,Inactive Investor,Preston Bonds,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",preston.bonds@schwab.com,,Salesforce
11065341,Inactive Investor,Steven Schwary,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
9589464,,Paul Williams,,,paul.williams@wrwcollc.com,,List import
4339400,Inactive Investor,Elisa Gruber,Director of Research,Ballentine Partners,egruber@ballentinepartners.com,(603) 569-1717,
10960668,Inactive Investor,Jacob Vita,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9605145,,Jose Pabst,,,jpabst@hotmail.com,,List import
10803491,Inactive Investor,Nicholas Pepe,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Essex Fells NJ Private Residence,,,Salesforce
9627330,,James Irwin,,,jirwin2012@gmail.com,,List import
11190025,Inactive Investor,Nasrullah Noorali,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",nash.noorali@nm.com,,Salesforce
11068991,Inactive Investor,David Briggs,,"M Holdings Securities, Inc. Colorado Springs CO 210 E Cimarron St",david.briggs@mfin.com,,Salesforce
11072107,Inactive Investor,Richard Love,Financial Advisor;Principal;Senior Financial Representative,"Principal Securities, Inc. Roseville CA 1478 Stone Point Dr",love.rick@principal.com,,Salesforce
1001831,Inactive Investor,Alexa Rachlin,Principal,Declaration Capital,arachlin@declarationpartners.com, +1 617 448 2185,
11021531,Inactive Investor,Joel Loth,,J.P. Morgan Securities LLC West Hills CA 6400 Platt Ave,joel.loth@jpmorgan.com,,Salesforce
9545312,,David Horwitz,,,icenine66@gmail.com,,List import
728,,,,,l.verdure01@free.fr,,
11016777,Inactive Investor,Benjamin Hein,Financial Advisor,Edward Jones Pensacola FL 7000 Pine Forest Rd,benjamin.hein@edwardjones.com,,Salesforce
9542915,,Tushar Singla,,,tushsingla@gmail.com,,List import
10894233,Inactive Investor,Stephany Fiadjoe,,Park Avenue Securities LLC Waban MA Private Residence,,,Salesforce
6755854,,Andre Thouin,,,andre.thouin@gmail.com,,Web form fillout
9574269,,Aswin Krishna,,,krishna.aswin555@gmail.com,,List import
11254921,Inactive Investor,Trent Morgan,Wealth Advisor,"Olympus Wealth Management, LLC",,,Salesforce
10778711,Inactive Investor,Holly Gee,Assistant Vice President;Client Service Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,holly.m.gee@morganstanley.com,,Salesforce
9604699,,Danielle Gaudette,,,danielle.gaudette@lpl.com,,List import
11103973,Inactive Investor,Chad Kappler,Financial Advisor,LPL Financial LLC Savage MN 14411 Hwy 13 S,chad.kappler@lpl.com,,Salesforce
9604365,,Joe Torres,,,fxjtee@yahoo.com,,List import
10906803,Inactive Investor,Alva Gutierrez,,State Farm VP Management Corp. Richardson TX 1415 State St,esmeralda.gutierrez.ubv9@statefarm.com,,Salesforce
10820441,Inactive Investor,David Dorward,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",david_dorward@ml.com,,Salesforce
11159034,Inactive Investor,Michael Diaco,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 1901 86th St,michael.diaco@jpmorgan.com,,Salesforce
10888216,Inactive Investor,Millicent Callahan,Vice President,"Callahan & Callahan Asset Management, Inc.",millicent@callahancallahan.com,,Salesforce
9612521,,Ryan McEnerney,,,rmcenerney@oakridgefinancial.com,,List import
216520,,Silvija Ravlic Varga,,[Unknown],silvija.ravlic-varga@intercapital.hr,,Event
10855627,Inactive Investor,Cheryl Sumsion,,"Raymond James Financial Services, Inc. Salt Lake City UT 6405 S 3000 E",cheryl.sumsion@raymondjames.com,,Salesforce
10646013,,Richard Rohlfing,,,richard.rohlfing@lpl.com,,List Import
11105856,Inactive Investor,Manuel Pinto,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Miami FL 100 SE 2nd St,manuel.pinto@ubs.com,,Salesforce
11173342,Inactive Investor,Jessie Zephyrine,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",jessie_zephyrine@ml.com,,Salesforce
9606158,,andy syauqi,,,andyahmadazmy@yahoo.com,,List import
10777047,Inactive Investor,Brian Doughney,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,brian.doughney@fmr.com,,Salesforce
10922325,Inactive Investor,Richard Lee,,"Raymond James Financial Services, Inc. Beaverton OR 8700 SW Nimbus Ave",richard.lee@raymondjames.com,,Salesforce
209309,,Clark Goff,,Global Endowment,cgoff@globalendowment.com,980 771 6076,Organic Search
10354819,,mteam@iconiqcapital.com,,Dustin A. Moskovitz Trust,mteam@iconiqcapital.com,,Organic Search
189815,,Jacob Guttman,,individual investor,guttman5@aol.com,5163753660,
10614120,,Andrew Prisco,"Financial Advisor, Managing Director - Investments",,andrew.prisco@wellsfargoadvisors.com,,List Import
10829645,Inactive Investor,Timothy Hartnell,,Country Capital Management Company New Lenox IL 1938 E Lincoln Hwy,timothy.hartnell@countryfinancial.com,,Salesforce
9582347,,C. Penn Redpath,,,predpath@lombardinternational.com,,List import
9631896,,Sudhakar Guduri,,,sudhakar1210@gmail.com,,List import
10618554,,Henry Jakobsze,,,henry.jakobsze@ubs.com,,List Import
11111386,Inactive Investor,Roselyn Frimpong,,J.P. Morgan Securities LLC Port Saint Lucie FL 1710 SW Gatlin Blvd,roselyn.frimpong@chase.com,,Salesforce
348425,,David Kim,Co-managing Member,"Regal Healthcare Capital Management, Llc",dkim@regalhcp.com,212-393-4790,Manual List Upload
10793118,Inactive Investor,Zaida Montalvo Diaz,Financial Consultant,"Popular Securities, LLC Santurce PR Roberto H. Todd",,,Salesforce
11026788,Inactive Investor,David Krupp,Financial Advisor,LPL Financial LLC Valencia CA 27441 Tourney Rd,dave.krupp@lpl.com,,Salesforce
11060275,Inactive Investor,Sheila Churilla,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
233833,, -,,[[Unknown]],rradleigh@aol.com,,Organic Search
10987592,Inactive Investor,Ashley Decker,,Edelman Financial Engines Overland Park KS 10950 Grandview Dr,,,Salesforce
11034099,Inactive Investor,Robert Ingram,Group Leader;Shareholder;Wealth Advisor,JMF Capstone Wealth Management,ringram@jmfcapstone.com,,Salesforce
11072733,Inactive Investor,Joseph Cothron,Director,Citigroup Global Markets Inc. Woodcliff Lake NJ Private Residence,,,Salesforce
10919137,Inactive Investor,Steven Rector,Financial Advisor,Edward Jones Kokomo IN 2985 S Webster St,steve.rector@edwardjones.com,,Salesforce
10900684,Inactive Investor,Franklin Mccoy,,J.P. Morgan Securities LLC Charleston WV 200 Kanawha Mall,franklin.mccoy@jpmorgan.com,,Salesforce
240311,,Chad Neptune,,[Unknown],neptunecw@gmail.com,,Direct
11009800,Inactive Investor,Phillip Kashin,Paraplanner,"Bartley Financial Advisors, LLC",phillipk@bartleyfinancial.com,,Salesforce
11065495,Inactive Investor,Timothy Vickrey,,Andrew Garrett Inc. Newtown PA 41 University Dr,tvickrey@andrewgarrett.com,,Salesforce
11133505,Inactive Investor,Erik Holton,Senior Vice President - Wealth Management,UBS Financial Services Inc. New Haven CT 265 Church St,erik.holton@ubs.com,,Salesforce
10900079,Inactive Investor,Brandon Feldman,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Washington DC 1776 I St NW",,,Salesforce
150140,,Rajiv Besant,,[Unknown],rajiv117@hotmail.com,,Webinar
10764098,Inactive Investor,Lori Hubbard,Branch Manager;Financial Consultant,D.A. Davidson & Co. Gillette WY 546 Running W Dr,lhubbard@dadco.com,,Salesforce
10855375,Inactive Investor,Kevin Crabb,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11161923,Inactive Investor,Jack Trimp,Financial Advisor,"Nations Financial Group, Inc. Idaho Falls ID 1355 Fremont Ave",,,Salesforce
10754240,Inactive Investor,Andrew Cores,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",andrew.cores@ml.com,,Salesforce
10840133,Inactive Investor,Erin St. Jacques,Client Service Associate,Morgan Stanley York PA 221 W Philadelphia St,erin.st.jacques@morganstanley.com,,Salesforce
10927124,Inactive Investor,Tanner Dix,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,tanner.dix@jpmorgan.com,,Salesforce
10617033,,Deborah Chinnapillai,,,d.chinnapillai@lpl.com,,List Import
11138185,Inactive Investor,Keith Marrack,Financial Advisor,Edward Jones Hilo HI 275 Ponahawai St,keith.marrack@edwardjones.com,,Salesforce
11203204,Inactive Investor,John Hinely,Head - Investor Relations,Canterbury Tollgate,,,Salesforce
10813516,Inactive Investor,William Noonan,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",william.noonan@ampf.com,,Salesforce
11105523,Inactive Investor,Robert Richards,District Leader,PFS Investments Inc. New York NY 469 7th Ave,rrichards.yyb8802@primerica.com,,Salesforce
10772267,Inactive Investor,Justin Baker,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Powell OH 9825 Sawmill Pkwy",justin.a.baker@ml.com,,Salesforce
11079300,Inactive Investor,Daniel Maldonado Mercado,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",daniel.e.maldonado@ml.com,,Salesforce
10662190,,David Blitz,,,dblitz@kingsburycap.com,,List Import
10764497,Inactive Investor,John Witherspoon,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,j.rick.witherspoon@ubs.com,,Salesforce
10768974,Inactive Investor,Brett Manning,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 550 Main St",brett.m.manning@ampf.com,,Salesforce
11151819,Inactive Investor,Ryan Schott,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",ryan.schott@raymondjames.com,,Salesforce
10996090,Inactive Investor,Lucas Wong,,"Trinity Wealth Securities, L.L.C. Nashville TN 1102 Kermit Dr",,,Salesforce
11059177,Inactive Investor,Patrick Kendall,,"Westport Financial Services, L.L.C.",,,Salesforce
10765755,Inactive Investor,Michael McKenzie,Assistant Market Head;Director,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,michael.mckenzie@ubs.com,,Salesforce
11070960,Inactive Investor,Aaron Stark,Financial Advisor,Edward Jones Toledo OH 2262 Centennial Rd,aaron.stark@edwardjones.com,,Salesforce
10875462,Inactive Investor,Ronald Jancosko,Financial Advisor,Edward Jones Denver CO 2170 S Parker Rd,ronald.jancosko@edwardjones.com,,Salesforce
10918724,Inactive Investor,James Larschan,,"Brokers International Financial Services, LLC. Palm Beach Gardens FL 3300 PGA Blvd",jlarschan@brokersifs.com,,Salesforce
9564376,,Maureen McNally,,,mmcnally@firstrepublic.com,,List import
11025217,Inactive Investor,Leah Jones,,"HighTower Securities, LLC Bethesda MD 7200 Wisconsin Ave",leah.jones@hightoweradvisors.com,,Salesforce
11075405,Inactive Investor,Carlee Reed,Office Manager,United Planners' Financial Services of America A Limited Partner Tucson AZ 4763 E Camp Lowell Dr,,,Salesforce
102952,,Paul Greenwood,Chief Executive Officer,Pacific Current Group,pgreenwood@paccurrent.com,,Database Upload
11042068,Inactive Investor,Daniel Rush,,State Farm VP Management Corp.,dan.rush.hll3@statefarm.com,,Salesforce
10971289,Inactive Investor,Eric Mancuso,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eric_mancuso@vanguard.com,,Salesforce
10567260,,Aaron Butler,,,abenjaminbutler@yahoo.com,,Web Form Fillout
245889,,Not Provided,,DeFi Education Fund,miller@defieducationfund.org,,Manual List Upload
11107551,Inactive Investor,Kyle Attarian,Senior Wealth Manager,"Plancorp, LLC",kyle@plancorp.com,,Salesforce
9613697,,Tyler Myerd,,,myersdaddy2021@gmail.com,,List import
10884903,Inactive Investor,Adelle Mouro,,J.P. Morgan Securities LLC Turlock CA 2951 Countryside Dr,adelle.mouro@jpmorgan.com,,Salesforce
10963773,Inactive Investor,Justin Mckinney,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
75085,,Bradley Baer,Wealth Advisor,Thrivent Investment Management Inc.,bradley.baer@thrivent.com,916-789-9200,
10987524,Inactive Investor,Victor Campbell,,"Allstate Financial Services, LLC Williamsport MD 10210 Governor Lane Blvd",victorcampbell@allstate.com,,Salesforce
11003001,Inactive Investor,Nicholas Calendine,,"Fifth Third Securities, Inc. Canal Winchester OH 680 W Waterloo St",nicholas.calendine@53.com,,Salesforce
11073389,Inactive Investor,Krista Clarke,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",krista.clarke@wellsfargoadvisors.com,,Salesforce
10789839,Inactive Investor,Scott Fullman,Chief Compliance Officer;President,Revere Wealth Management LLC,sfullman@reveresecurities.com,,Salesforce
10965942,Inactive Investor,Tamra Kaufman,Wealth Advisor,"Osaic Wealth, Inc. Portland IN 1425 W Votaw St",,,Salesforce
10913254,Inactive Investor,David Carvajal,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",david.carvajal@schwab.com,,Salesforce
11194668,Inactive Investor,Natalie Wright,Equity Trader;Member,"Pier Capital, LLC",natalie.wright@piercap.com,,Salesforce
10823694,Inactive Investor,Sean Stevens,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,sean.stevens@morganstanley.com,,Salesforce
11030427,Inactive Investor,Barton Young,Investment Advisor,"Sovereign Financial Group, Inc. Winter Garden FL Private Residence",byoung@sfgroupinc.com,,Salesforce
9626908,,Hasan Y?lmaz,,,hasancorum492@gmail.com,,List import
11145634,Inactive Investor,Cintra Bedassie,Private Client Investment Associate,Morgan Stanley Melville NY 58 S Service Rd,cintra.bedassie@morganstanley.com,,Salesforce
9568813,,Carl Thoenen,,,cthoenen@lincolninvestment.com,,List import
10916550,Inactive Investor,Charles Stowman,,LPL Financial LLC Fargo ND Private Residence,charles.stowman@lpl.com,,Salesforce
11171653,Inactive Investor,Matthew Reynolds,Chief Compliance Officer,"Blackridge Asset Management, LLC Carmel IN 300 E Main St",,,Salesforce
10864399,Inactive Investor,Denise Dalton,Chief Compliance Officer;Director - Client Services;Senior Vice President,M. Kraus & Company,denise@mkrausco.com,,Salesforce
11080542,Inactive Investor,Brandon Porter,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10787620,Inactive Investor,Eleanor Chan,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11082669,Inactive Investor,Ryan Meyer,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",ryan.meyer@nm.com,,Salesforce
10941450,Inactive Investor,Andranik Ghazarian,,"Transamerica Financial Advisors, Inc Los Angeles CA 11040 Santa Monica Blvd",andranik.ghazarian@tfaconnect.com,,Salesforce
11230543,Inactive Investor,Thomas Lavin,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",thomas.lavin@ampf.com,,Salesforce
185567,,John Huser,,[Unknown],faze1890@yahoo.com,,source
10864507,Inactive Investor,Kevin Kogut,Financial Professional,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
10990019,Inactive Investor,Christian Morales,,Park Avenue Securities LLC Fort Lauderdale FL 1580 Sawgrass Corporate Pkwy,christian_morales@glic.com,,Salesforce
10893930,Inactive Investor,Matthew Milo,,Stonex Securities Inc. Staten Island NY 7100 Hylan Blvd,matthew.milo@saswealth.com,,Salesforce
11055669,Inactive Investor,Andrew Wingert,,"Hantz Financial Services, Inc.",andrew.wingert@hantzgroup.com,,Salesforce
9611598,,Dani Fava,,,dani.fava@envestnet.com,,List import
203108,,Marcus Ashworth,Managing Member,Ashworth Sullivan Wealth Advisors Llc,marcus@ashworthsullivan.com,(770) 771-5823,Manual List Upload
10836732,Inactive Investor,Robert Porter,Chief Executive Officer;President,Porter Investments,bob@daedaluscapitalgroup.com,,Salesforce
11038978,Inactive Investor,Jacob Mack,Financial Advisor,Masters Legacy Planning,jmack@mlegacy.com,,Salesforce
11238743,Inactive Investor,Brendan Miller,,"Thorofare, LLC",brendan@thorofarecapital.com,,Salesforce
11001586,Inactive Investor,Sophia Schmidt,Financial Advisor,Edward Jones Hermitage PA 2948 E State St,sophia.schmidt@edwardjones.com,,Salesforce
9609801,,Julian Hemmerich,,,julian.hemmerich@deutsche-boerse.com,,List import
11122751,Inactive Investor,Donna Long,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,donna.h.long@jpmorgan.com,,Salesforce
10829692,Inactive Investor,Stephen Bouton,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",stephen.bouton@ampf.com,,Salesforce
10862968,Inactive Investor,Stephen Coyle,Wealth Manager,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11116404,Inactive Investor,John Blue,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,jd.blue@fmr.com,,Salesforce
10645025,,Michael Basil,,,mbasil@williamblair.com,,List Import
10824535,Inactive Investor,Richard Frazier,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
65892,,Bryan Shore,Financial Associate,Thrivent Investment Management Inc.,bryan.shore@thrivent.com,904-559-8171,
9642165,,Vincent Lumia,,,vincent.lumia@morganstanley.com,,List import
10974833,Inactive Investor,Sandi Abernethy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11165869,Inactive Investor,Julian Kandel,Senior Analyst,LPL Financial LLC Naples FL Private Residence,julian.kandel@lpl.com,,Salesforce
10835712,Inactive Investor,Mark Perilman,Private Wealth Advisor,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",mark.perilman@lfg.com,,Salesforce
10951129,Inactive Investor,Ezekiel Goldstein,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,,,Salesforce
10873047,Inactive Investor,Mario Gutierrez,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,mario.gutierrez@ubs.com,,Salesforce
11023963,Inactive Investor,Sara Hudson,,"Fairport Capital, Inc. Boca Raton FL Private Residence",,,Salesforce
351215,,Evan Hershy,Analyst,Loancore Capital Credit Advisor Llc,ehershy@loancore.com,203-861-6000,Manual List Upload
9614319,,Carl Hoyt,,,choyt@seymourinvest.ca,,List import
10984682,Inactive Investor,Charles Siroky,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
10926508,Inactive Investor,Ian Barrett-Locker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10817672,Inactive Investor,Douglas Gustin,,"Teckmeyer Financial Services, L.L.C.",,,Salesforce
9591170,,Seth Fischer,,,sfischer@oasiscm.com,,List import
11098875,Inactive Investor,David Locher,Director - Alternative Investments and Research,CMS Wealth Management,dlocher@cms-advisors.com,,Salesforce
9557312,,Brian Ohlwiler,,,brian.ohlwiler@fmr.com,,List import
10823645,Inactive Investor,Danny Deborde,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",danny.j.deborde@ml.com,,Salesforce
10947931,Inactive Investor,Nanette Ignjatovic,,"Raymond James Financial Services, Inc. Salt Lake City UT 2091 E 1300 S",nanette.ignjatovic@raymondjames.com,,Salesforce
11082138,Inactive Investor,John Yagla,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC West Bend WI 120 N Main St",john.l.yagla@wellsfargoadvisors.com,,Salesforce
11182094,Inactive Investor,Ryan Fisher,Investment Advisor;Vice President,Pacific Sun Financial Corp,ryan@pacsunfinancial.com,,Salesforce
10888511,Inactive Investor,Joshua Delp,Financial Advisor,"Pruco Securities, LLC. Reading PA 1920 Van Reed Rd",joshua.delp@prudential.com,,Salesforce
9586123,,Thomas Owings,,,thomas.owings@cusonet.com,,List import
10972975,Inactive Investor,Liucija Rosario,,J.P. Morgan Securities LLC Morris IL 1925 N Division St,liucija.rosario@chase.com,,Salesforce
10799796,Inactive Investor,Jason Webb,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jason.webb@fidelity.com,,Salesforce
10866129,Inactive Investor,Megan Decker,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",megan.decker@schwab.com,,Salesforce
9595801,,Jacques Machol,,,jmacholjr@msn.com,,List import
9580307,,Mark Johnson,,,mrjphotos@gmail.com,,List import
11046018,Inactive Investor,Richard Tesznar,,"Osaic Wealth, Inc. Maumee OH 1645 Indian Wood Cir",,,Salesforce
11129641,Inactive Investor,Stephen Valley,Financial Advisor,GWN Securities Inc. Springfield OH 3380 Middle Urbana Rd,svalley@gwnsecurities.com,,Salesforce
10950871,Inactive Investor,Brandon Yoho,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11133413,Inactive Investor,William Downey,,Fidelity Brokerage Services LLC,william.downey@fmr.com,,Salesforce
11066900,Inactive Investor,James Morner,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",james_morner@ml.com,,Salesforce
11157831,Inactive Investor,Jay Steinhilber,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,jay.steinhilber@morganstanley.com,,Salesforce
9554580,,Kyla Davy,,,ruger211@outlook.com,,List import
10858097,Inactive Investor,Kristen Stogniew,Member;Shareholder,"Saltmarsh Financial Advisors, L.L.C.",kristen.stogniew@saltmarshcpa.com,,Salesforce
9583277,,Jessica Wunder,,,jessica.wunder@mcleanam.com,,List import
343055,,Tyler Purcell,Office Assistant,Kiplinger Wealth Advisors,tyler@kipinvest.com,937-886-1442,Manual List Upload
166566,,Ahmet K,,[Unknown],xpmixp@yahoo.com.tr,,Organic Search
5117828,,Alan Bancroft,,,bancroftalan1@gmail.com,,Web Form Fillout
11084648,Inactive Investor,Cedric Young,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
9587234,,Joseph Parent,,,joe.parent@voyafa.com,,List import
11144505,Inactive Investor,Matthew Storey,Financial Advisor,"Navy Federal Investment Services, LLC Columbia TN Private Residence",tyler_storey@navyfederal.org,,Salesforce
10887707,Inactive Investor,Dominica Henderson,Financial Advisor,Haussmann Financial Inc.,dominica@haussmannfinancial.com,,Salesforce
11228858,Inactive Investor,Dylan Nobuhara,Relationship Banker,J.P. Morgan Securities LLC Long Beach CA 6300 E Spring St,,,Salesforce
10962778,Inactive Investor,Edward Mancilla,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,edward.mancilla@primerica.com,,Salesforce
11031969,Inactive Investor,Jacob Marty,,"Harbour Investments, Inc. Verona WI 110 Enterprise Dr",,,Salesforce
10374,,Leon Halperin,,[[Unknown]],leon@postinvestmentgroup.com,,Initial Salesforce Import
11022815,Inactive Investor,Austin Van Weele,,J.P. Morgan Securities LLC Sacramento CA 3601 Fair Oaks Blvd,austin.van-weele@jpmorgan.com,,Salesforce
1001312,Inactive Investor,Jordan Brock,,Onex Credit,jbrock@onexcredit.com,,3rd Party Lead Gen
10797304,Inactive Investor,Naveen Nataraj,,Evercore Group L.L.C.,nataraj@evercore.com,,Salesforce
9576669,,Fatwa Baihaqi,,,wawatv31@gmail.com,,List import
11198255,Inactive Investor,Valerie McLeod-Tyler,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Ridge MI 24280 Woodward Ave",valerie.l.mcleod-tyler@ampf.com,,Salesforce
10617700,,Robert Iorii,,,bob.iorii@wellsfargoadvisors.com,,List Import
10758821,Inactive Investor,Omer Galin,Co-Chairman;Co-Founder;Director;Manager,"Pioneer Family Office, LLC",,,Salesforce
352271,,John Bergen,"Director, Finance",Iwc Investment Partners A/s,jb@iwc.dk, -12368,Manual List Upload
10772098,Inactive Investor,Allen Wessel,Financial Advisor,Edward Jones New Holland PA 201 E Main St,allen.wessel@edwardjones.com,,Salesforce
9569301,,Richard Mukomela,,,rmukomela@financialguide.com,,List import
9557610,,Alan Williamson,,,alan.williamson@myavantax.com,,List import
10698136,,Anggi Sugio,,,seasonpertama@gmail.com,,Web Form Fillout
9614193,,Ean Thompson,,,ean.thompson@protonmail.com,,List import
11097463,Inactive Investor,Ashley White,,Kovack Securities Inc. Russell Springs KY 661 Main St,awhite@ksifa.com,,Salesforce
11001504,Inactive Investor,Amanda Armfield,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",,,Salesforce
11037894,Inactive Investor,Keisho Inoue,,Jefferies LLC,kinoue@jefferies.com,,Salesforce
226661,, -,,[[Unknown]],alitjandra9@gmail.com,,Initial Salesforce Import
11144952,Inactive Investor,Mark Kharitou,,"BOK Financial Securities, Inc. Milwaukee WI 1200 N Mayfair Rd",mkharitou@bokf.com,,Salesforce
10818559,Inactive Investor,Laura Schmidt,,PFS Investments Inc. Saint Clairsville OH 107 Plaza Dr,laura.schmidt@primerica.com,,Salesforce
11205681,Inactive Investor,Ryan McBride,,State Farm VP Management Corp. Mesa AZ 2801 E McKellips Rd,,,Salesforce
9558878,,kim long,,,xixoles873@kixotic.com,,List import
10941184,Inactive Investor,Kyle Elzinga,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9629109,,Vijay Ayyar,,,pvsingy@gmail.com,,List import
9628917,,Chris Maxwell,,,cmaxwell@firstambank.com,,List import
348855,,David Baron,Director & Vice President,"Bamco, Inc.",dbaron@baronfunds.com,212-583-2000,Manual List Upload
9575063,,Ravikant Sharma,,,ravikantcool2008@yahoo.com,,List import
11195857,Inactive Investor,Krystal Geistweidt,,LPL Financial LLC Fredericksburg TX 609 W Main St,krystal.geistweidt@lpl.com,,Salesforce
10769747,Inactive Investor,Robert Cutajar,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",robert.cutajar@bofa.com,,Salesforce
9602394,,Matthew Bartley,,,mjb@hamiltoncapital.com,,List import
9571412,,Michael DeRosa,,,mderosa@elementpartners.com,,List import
11182484,Inactive Investor,Stuart Blair,Director - Research,Canterbury Consulting Incorporated,,,Salesforce
11021875,Inactive Investor,Mojisola Adeyinka-Eagan,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
11169674,Inactive Investor,Theodore Mihuta,,Lincoln Investment Independence OH 2 Summit Park Dr,tmihuta@lincolninvestment.com,,Salesforce
11099443,Inactive Investor,Albert Mazurkiewicz,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
11202288,Inactive Investor,Lauren Hepburn,,PFS Investments Inc. Brooklyn NY 77 Sands St,lauren.hepburn@primerica.com,,Salesforce
10828658,Inactive Investor,Allan Horner,Financial Advisor;Managing Member;Partner,Criterion Capital Advisors LLC,ahorner@criterionadv.com,,Salesforce
9621257,,Jenny Chan,,,jenny113@connect.hku.hk,,List import
10786907,Inactive Investor,Brian Friday,,Goldman Sachs & Co. Houston TX 609 Main St,brian.friday@gs.com,,Salesforce
10762287,Inactive Investor,Matthew Miller,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
11092603,Inactive Investor,Maryjean Bonadonna,Chief Risk Officer;Head - Supervision,"Equitable Advisors, LLC",maryjean.bonadonna@equitable.com,,Salesforce
11066750,Inactive Investor,Erin Reeve,,"Raymond James Financial Services, Inc. Boise ID 280 N 8th St",erin.reeve@raymondjames.com,,Salesforce
10807200,Inactive Investor,Timothy Pauley,,"Raymond James Financial Services, Inc. Osceola WI 201 3rd Ave W",timothy.pauley@raymondjames.com,,Salesforce
10787797,Inactive Investor,Randall Densmore,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",randy.densmore@nm.com,,Salesforce
5181362,,Chris Tachiki,,,ctachiki@hotmail.com,4156245797,Web Form Fillout
10920232,Inactive Investor,Thomas Ercolano,,"Allstate Financial Services, LLC Madison NJ 15 Park Ave",tercolano@allstate.com,,Salesforce
11076887,Inactive Investor,Bryan DeCapite,,Country Capital Management Company Auburn AL 1452 Opelika Rd,,,Salesforce
11046541,Inactive Investor,Terrie Slaten,,Slaten Wealth Management,,,Salesforce
9593985,,Edward Gu,,,egu@kerrisdalecap.com,,List import
10755533,Inactive Investor,Milton Nuckols,Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Saint Augustine FL 1919 US 1 S",milton.nuckols@wellsfargo.com,,Salesforce
11131786,Inactive Investor,Arthur Fein,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
10821048,Inactive Investor,James Powell,,Morgan Stanley Boston MA 28 State St,mike.powell@morganstanley.com,,Salesforce
10820113,Inactive Investor,Jaclyn Merkley,Senior Client Service Associate,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",jaclyn.merkley@raymondjames.com,,Salesforce
11107204,Inactive Investor,Stephanie Stewart,,B. Riley Wealth Management Lubbock TX 7021 Kewanee Ave,,,Salesforce
10937709,Inactive Investor,Andrew Greenfield,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",andrew.greenfield@nm.com,,Salesforce
10835415,Inactive Investor,Glen Starr,,LPL Financial LLC Conroe TX 2125 N Loop 336 W,glen.starr@lpl.com,,Salesforce
11044253,Inactive Investor,Sarah Gies,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,sarah.gies@ubs.com,,Salesforce
11000684,Inactive Investor,Megan Harris,,"Equity Services, Inc. Atlanta GA 6935 Hunters Knl NE",mharris@nationallife.com,,Salesforce
11228519,Inactive Investor,Joshua Sargeant,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11254876,Inactive Investor,Victoria Lowell,Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,vicky.lowell@morganstanley.com,,Salesforce
11180331,Inactive Investor,Jack Balkey,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",jack_t_balkey@ml.com,,Salesforce
9571547,,CLAUDIO LANCINI,,,pm.clprivato@gmail.com,,List import
10757560,Inactive Investor,Steven Freeman,,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,stevefreeman@investdavenport.com,,Salesforce
11119205,Inactive Investor,Laura Horton,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,laura.horton.rnnz@statefarm.com,,Salesforce
10612198,,Brian Parke,"Chief Compliance Officer, Financial Advisor, Managing Member, Partner, Principal",,bparke@connecticutcapital.com,,List Import
10760569,Inactive Investor,Awais Kharal,,Citigroup Global Markets Inc.,awais.kharal@citigroup.com,,Salesforce
11210152,Inactive Investor,Yolanda Franco,Financial Advisor,Edward Jones Tempe AZ 8950 S 52nd St,yolanda.franco@edwardjones.com,,Salesforce
10878896,Inactive Investor,Ariel Lyddane,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11187038,Inactive Investor,Travis Lichtenfeld,Financial Advisor,"Citizens Securities, Inc. Euclid OH 23300 Lake Shore Blvd",travis.lichtenfeld@citizenssecurities.com,,Salesforce
10980438,Inactive Investor,Sean House,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10611352,,Charles Glennon,"Senior Financial Advisor, Senior Vice President",,charles_glennon@ml.com,,List Import
11195629,Inactive Investor,Matthew Goldstein,,"Kestra Investment Services, LLC Boulder CO 3800 Arapahoe Ave",,,Salesforce
10928558,Inactive Investor,Glen Walden,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,,,Salesforce
10914604,Inactive Investor,Chris Wheeler,Chief Compliance Officer;Member;President,"Intirety, LLC",chris@opalws.com,,Salesforce
9634317,,Nikhil Banthiya,,,nikhil.banthiya@gmail.com,,List import
11139165,Inactive Investor,Gregory Cory,,J.P. Morgan Securities LLC Vero Beach FL 1205 US Hwy 1,gregory.cory@chase.com,,Salesforce
11166148,Inactive Investor,Jared Lowry,Financial Advisor,Edward Jones Indiana PA Private Residence,jared.lowry@edwardjones.com,,Salesforce
10765790,Inactive Investor,Taylor Wiggins,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",taylor.wiggins@nm.com,,Salesforce
10971737,Inactive Investor,Chakradhar Mantena,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10957506,Inactive Investor,Joseph Vandett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11131446,Inactive Investor,Andrew Horsley,,"Osaic Wealth, Inc. Sioux City IA 5764 Sunnybrook Dr",,,Salesforce
10945678,Inactive Investor,Anne Lee,Director - Compliance and Operations,Church Organizers Foundation,anne@churchorganizers.org,,Salesforce
10781502,Inactive Investor,Charleen Iwamoto-Clark,Financial Advisor;Senior Vice President;Wealth Advisor,Morgan Stanley Honolulu HI 733 Bishop St,charleen.iwamoto@morganstanley.com,,Salesforce
11222393,,Anna Lopez,,,anna.marie.lopez@hwcm.com,,List Import
10614803,,Frank Lourenso,"Financial Advisor, Managing Director - Wealth Management",,frank.lourenso@morganstanley.com,,List Import
230002,, -,,[[Unknown]],jang_h_son@yahoo.com,,Organic Search
10760773,Inactive Investor,August Hurt,Executive Director;Financial Advisor;Government Entity Specialist;Portfolio Management Director;Senior Investment Management Con,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,august.hurt@morganstanley.com,,Salesforce
10279398,,David Iagatta,,,moving56baker@gmail.com,,Web Form Fillout
10759169,Inactive Investor,Gregory Spier,,J.P. Morgan Securities LLC Houston TX 600 Travis St,gregory.m.spier@jpmorgan.com,,Salesforce
10812366,Inactive Investor,Michele Guerin,,NYLIFE Securities LLC River Ridge LA Private Residence,mguerin@ft.newyorklife.com,,Salesforce
11172642,Inactive Investor,Jessica Chiang,,J.P. Morgan Securities LLC Bloomfield Hills MI 2480 W Maple Rd,jessica.chiang@jpmorgan.com,,Salesforce
10864744,Inactive Investor,Daulton Seibert,,Vanguard Marketing Corporation,daulton_seibert@vanguard.com,,Salesforce
370989,,feiyu liu,,China,451896420@qq.com,,Salesforce
10884729,Inactive Investor,Leonard Lopresti,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9608168,,snane mitt,,,witt59@msn.com,,List import
1940090,,Deepak Meghwal,,,deepakmeghwal964@gmail.com,,
11005995,Inactive Investor,Chaz Fahrner,Senior Wealth Advisor,Orion Capital Management LLC,chaz@orioncapitalmgmt.com,,Salesforce
10612518,,Aaron Schenkman,"Financial Advisor, Managing Partner",,aaron.d.schenkman@ampf.com,,List Import
341889,,Ray Chen,Research Analyst,Innealta Capital,rchen@innealtacapital.com,737-808-4640,Manual List Upload
11133898,Inactive Investor,Jason Finley,Agent;Chief Compliance Officer;Member;Owner,"Finley Financial, LLC",jfinley@finleyfinancial.com,,Salesforce
9544387,,Joshua Frieman,,,josh.frieman@primegrp.com,,List import
10479565,,Mostafa Khedri,,,msf.khedri@gmail.com,,Web Form Fillout
11197176,Inactive Investor,Eddie Zalayet,Investment Officer;Managing Director;Portfolio Manager,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",eddie.zalayet@wellsfargoadvisors.com,,Salesforce
11179536,Inactive Investor,Luis Martinez,Assistant Vice President;Consulting Group Analyst,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,luis.martinez@morganstanley.com,,Salesforce
9600645,,Kelly Dixon,,,kellydixn1@gmail.com,,List import
10925966,Inactive Investor,Charan Khurana,,NYLIFE Securities LLC Phoenix AZ 1137 E Redfield Rd,cjkhurana@ft.newyorklife.com,,Salesforce
11124487,Inactive Investor,Melinda Bialke,,"Allstate Financial Services, LLC Minnetonka MN 14525 Hwy 7",mbialke@allstate.com,,Salesforce
10980980,Inactive Investor,Ian Powell,Chief Executive Officer;Owner;Wealth Manager,"Financial Serenity, LLC",,,Salesforce
10956678,Inactive Investor,Kaeden Stevens-Bentley,,Fidelity Brokerage Services LLC,,,Salesforce
128090,,Scott Conroy,,"Cwm, Llc",sconroy@carsoninstitutional.com,,
332668,,Daniel Thomas Cooper,,TBD,dcooper@90northgroup.com,3128036963,
10956843,Inactive Investor,Steven Cosme,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,,,Salesforce
9581223,,Alexander Oxenham,"Co-Chief Investment Officer, Partner","Hilton Capital Management, LLC",oxenhama@hiltoncm.com,,List import
237358,, -,,[[Unknown]],rmcmasters66@gmail.com,,
9553680,,Richard Sugarman,,,rsugarman@ayco.com,,List import
11085314,Inactive Investor,Anthony Palumbo,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",tony.palumbo@wellsfargo.com,,Salesforce
10874887,Inactive Investor,Darin Shrock,Financial Advisor,Edward Jones Edwardsburg MI 68925 M 62,darin.shrock@edwardjones.com,,Salesforce
373357,,Long Nguyen,,[Unknown],longgoldengroup@gmail.com,,source
11234131,Inactive Investor,Paul Silva,Compliance Officer,"Citizens Securities, Inc.",paul.silva@ccoinvest.com,,Salesforce
10981276,Inactive Investor,Austin Cole,Associate Financial Planner;Senior Specialist,"Charles Schwab & Co., Inc. Dallas TX 8401 N Central Expy",,,Salesforce
9632599,,Brian Cook,,,bc176@ntrs.com,,List import
9613122,,John Sherren,,,jsherren@ftadvisors.com,,List import
10995093,Inactive Investor,Beau Meixner,,J.P. Morgan Securities LLC Camarillo CA 5291 Mission Oaks Blvd,,,Salesforce
10935973,Inactive Investor,John Bose,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,john.bose@fidelity.com,,Salesforce
9625803,,Tien Nguyen,,,wandababy05@yahoo.com,,List import
10881910,Inactive Investor,Blake Taylor,Financial Advisor,Morgan Stanley Alpharetta GA 6655 Town Sq,blake.taylor@morganstanley.com,,Salesforce
10912434,Inactive Investor,Stephen Mickelson,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;Owner;President,Red Cedar,steve@redcedaradvisory.com,,Salesforce
9550450,,Paul Herzog,,,pherzog@massmutual.com,,List import
11097878,Inactive Investor,Anthony Caruso,Private Wealth Advisor,Gladstone Wealth Partners Bedminster NJ 1545 US Hwy 206,tony.caruso@gladstonewealth.com,,Salesforce
10880811,Inactive Investor,Michael Crotty,,"Cambridge Investment Research, Inc. Wrentham MA 40 South St",,,Salesforce
11015988,Inactive Investor,Melissa Carden,,"Berthel, Fisher & Company Financial Services, Inc. Chesterfield MO 16100 Chesterfield Pkwy W",,,Salesforce
10912198,Inactive Investor,Austin Rodriguez,,Morgan Stanley Camp Hill PA 214 Senate Ave,,,Salesforce
11091304,Inactive Investor,Alexis Matthews,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
347581,,Douglas Duncan,"Member, managing Director","Wolf River Capital Management, Llc",doug.duncan@wolfrivercap.com,901-312-9653,Manual List Upload
11093323,Inactive Investor,Julio Penalver,,PFS Investments Inc. Niceville FL 111 Bailey Dr,jpenalver@primerica.com,,Salesforce
10792519,Inactive Investor,Ignatius Permadi,Senior Vice President,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",donald.permadi@wellsfargoadvisors.com,,Salesforce
10882043,Inactive Investor,Jessica Herrick,,"Principal Securities, Inc.",herrick.jessica@principal.com,,Salesforce
9579537,,John Snow,,,jsno@protonmail.com,,List import
11126895,Inactive Investor,Jason Ialongo,,"Allstate Financial Services, LLC Cranston RI 95 Sockanosset Cross Rd",jialongo@allstate.com,,Salesforce
11197036,Inactive Investor,Matthew Haringa,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",,,Salesforce
10776422,Inactive Investor,Antoine Toussaint,Financial Advisor;First Vice President,Morgan Stanley Seattle WA 601 Union St,antoine.toussaint@morganstanley.com,,Salesforce
11094037,Inactive Investor,Claret Porras,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
11203914,Inactive Investor,Mark Davis,Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mark.davis@jpmorgan.com,,Salesforce
11128462,Inactive Investor,Luke Pfannenstiel,,"Osaic Wealth, Inc. Omaha NE 14545 W Center Rd",,,Salesforce
11059709,Inactive Investor,Stuart Shim,Financial Advisor,LPL Financial LLC Irvine CA 98 Discovery,stuart.shim@lpl.com,,Salesforce
11038355,Inactive Investor,Joy Baxley,,Morgan Stanley Alpharetta GA 3 Edison Dr,joy.baxley@morganstanley.com,,Salesforce
11196147,Inactive Investor,Michelle Mouton,,Cetera Advisors LLC Indianapolis IN 500 E Ohio St,,,Salesforce
11022065,Inactive Investor,Megan Morales,,J.P. Morgan Securities LLC Flowery Branch GA 7354 Spout Springs Rd,megan.morales@chase.com,,Salesforce
10804763,Inactive Investor,Bob Sircy,Founder;Senior Executive Vice President,SageSpring Wealth Partners,bob.sircy@swinvestmentgroup.com,,Salesforce
11162382,Inactive Investor,Gianluca Vitagliano,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",gianluca.vitagliano@prudential.com,,Salesforce
10842528,Inactive Investor,Michael Tharian,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10986782,Inactive Investor,Edwin Gooding,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",edwin.gooding@prudential.com,,Salesforce
9561186,,David Hermann,,,dhermann@massmutual.com,,List import
199183,,Mozart Garcia,Portfolio Analyst,"Plancorp, Llc",mozart.garcia@plancorp.com,636-532-7824,Manual List Upload
11163083,Inactive Investor,Undria Rollins,Private Banker,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",undria.rollins@wellsfargo.com,,Salesforce
9586722,,Heath Jordan,,,hjordan@trustmark.com,,List import
10949153,Inactive Investor,Kyle Shearer,Client Service Associate,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,kyle.shearer@ubs.com,,Salesforce
9575651,,Nicolas Du Mont,,,ndumont.md@gmail.com,,List import
10889666,Inactive Investor,Tammy Malone,Financial Advisor,Edward Jones Kinston NC 600 Plaza Blvd,tammy.malone@edwardjones.com,,Salesforce
10855850,Inactive Investor,Jeffrey Lantz,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",jeff.lantz@nm.com,,Salesforce
10854010,Inactive Investor,Edward Thompson,Senior Director,"Choreo, LLC",ed.thompson@choreoadvisors.com,,Salesforce
10948329,Inactive Investor,Emily Story,Senior Client Associate,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,,,Salesforce
220316,,Jeffrey Johnston,,[Unknown],jeffaj43@gmail.com,,
9546384,,Santiago romero Romero,,,santiagoromeropolo@gmail.com,,List import
11189305,Inactive Investor,John Holian,Financial Advisor,LPL Financial LLC Miami FL 6303 Blue Lagoon Dr,john.holian@lpl.com,,Salesforce
10897961,Inactive Investor,Craig Williams,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,craig.m.williams@jpmorgan.com,,Salesforce
10658916,,Romualdo Martinez,,,romualdo.martinez@primerica.com,,List Import
10770344,Inactive Investor,Todd Wilson,Financial Advisor,Edward Jones Adrian MI 4490 W US Hwy 223,todd.c.wilson@edwardjones.com,,Salesforce
10950985,Inactive Investor,John Eccles,Financial Professional,LPL Financial LLC Lawrenceburg KY 1007 Indian Trl,mark.eccles@lpl.com,,Salesforce
214560,,Tai Sartprasit,,[Unknown],taiprasit@gmail.com,,Paid Search
10796134,Inactive Investor,Anthony Lafrano,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",anthony_lafrano@ml.com,,Salesforce
11043181,Inactive Investor,Intreabud Tran,,"Ameriprise Financial Services, LLC Wilmington DE 2 Righter Pkwy",,,Salesforce
10814981,Inactive Investor,Richard Curran,,LPL Financial LLC Greenville SC Private Residence,tcurran@lpl.com,,Salesforce
11099075,Inactive Investor,Susan Bennett,Financial Consultant,Thrivent Investment Management Inc. Cincinnati OH 4055 Executive Park Dr,susan.bennett@thrivent.com,,Salesforce
9631904,,Jarrod White,,,j2daw@hotmail.com,,List import
9642152,,Dilan Kluge,,,dkluge@hillviewcap.com,,List import
9597515,,Emirhan Arma?an,,,emirhanarmagan@gmail.com,,List import
10773923,Inactive Investor,Darrell Cleland,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",darrell.cleland@ampf.com,,Salesforce
9543981,,Brian Wrye,,,brianc.wrye@gmail.com,,List import
11174174,Inactive Investor,Chady Alahmar,Chief Executive Officer,1834 Investment Advisors Co.,chady@1834investmentadvisors.com,,Salesforce
11077136,Inactive Investor,Manuel Garrido Portela,,Oriental Financial Services LLC San Juan PR 1408 Ave Magdalena,,,Salesforce
11129035,Inactive Investor,Ruslan Levin,,"Glendale Securities, Inc.",rlevin@glendalesecurities.com,,Salesforce
10929879,Inactive Investor,Michael Dana,Financial Advisor,Western Wealth Management LLC Englewood CO 5251 DTC Pkwy,,,Salesforce
8480833,,William MacGeorge,,Baird,wmacgeorge@rwbaird.com,(206) 713-9784,List Import
10827062,Inactive Investor,Tutku Perkin,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Santa Barbara CA 1114 State St",tutku.perkin@nm.com,,Salesforce
1003925,Inactive Investor,Alex Venino,,Alexander Venino,atvenino@gmail.com,551-265-7816,Content
9646204,,India Just,,,4zetrvoa49d7@opayq.com,,List import
10954267,Inactive Investor,Anthony Megaro,,Nationwide Planning Associates Inc.,amegaro@nationwideplanning.com,,Salesforce
11074570,Inactive Investor,Clinton Knopp,Financial Advisor,"Ameriprise Financial Services, LLC Grand Junction CO 750 Main St",clinton.knopp@ampf.com,,Salesforce
10835725,Inactive Investor,Jeffrey Colbus,,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",,,Salesforce
11122435,Inactive Investor,Jeri Mattics,Financial Advisor,Edward Jones Montrose CO 1544 Oxbow Dr,jeri.omernik@edwardjones.com,,Salesforce
11167271,Inactive Investor,Dominic Myers,,Cetera Advisor Networks LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
10783570,Inactive Investor,Michelle Howell,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,michelle.howell@fidelity.com,,Salesforce
9642479,,thomas swan,,,swanytom@hotmail.com,,List import
10938269,Inactive Investor,Brian Anastasio,,State Farm VP Management Corp. Albuquerque NM 8625 Golf Course Rd NW,brian.anastasio.mrsc@statefarm.com,,Salesforce
2646005,,S V,,,venturoli@gmail.com,,
10811561,Inactive Investor,Charles Gualano,Senior Vice President,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",charles.gualano@lpl.com,,Salesforce
11025441,Inactive Investor,Paul McConkey,,"LaSalle St Securities, L.L.C. Port Saint Lucie FL 2018 SW Marblehead Way",pmcconkey@lasallest.com,,Salesforce
10972762,Inactive Investor,Joel Zimmermann,,Vanguard Marketing Corporation,joel_zimmermann@vanguard.com,,Salesforce
11048578,Inactive Investor,Nicolas Roman,,PFS Investments Inc. Hauppauge NY 150 Motor Pkwy,nicolas.roman@primerica.com,,Salesforce
10968174,Inactive Investor,Stephen Woodard,,NYLIFE Securities LLC Albany NY 5 Washington Sq,swoodard@ft.newyorklife.com,,Salesforce
11080301,Inactive Investor,Matthew Huffman,,"Allstate Financial Services, LLC La Habra CA 481 E Whittier Blvd",matthewhuffman@allstate.com,,Salesforce
10905255,Inactive Investor,Joel Dunbar,Financial Advisor,Edward Jones San Luis Obispo CA 1042 Palm St,joel.dunbar@edwardjones.com,,Salesforce
11001085,Inactive Investor,Deysi Luncey Ferreras,,PFS Investments Inc. Miami FL 7955 NW 12th St,dluncey-ferreras@primerica.com,,Salesforce
11051759,Inactive Investor,Shelly Highley,,LPL Financial LLC Roseburg OR 350 NE Garden Valley Blvd,shelly.highley@lpl.com,,Salesforce
11102181,Inactive Investor,Andrea Karsten,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",andrea.karsten@wellsfargoadvisors.com,,Salesforce
10788360,Inactive Investor,Walter Wellsfry,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",walter.wellsfry@wellsfargo.com,,Salesforce
10760913,Inactive Investor,Raymond D'Agostino,Financial Advisor;Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,raymond.dagostino@morganstanley.com,,Salesforce
9599349,,LORENA AMARO,,,lorena@criptomoedasfacil.com,,List import
10954647,Inactive Investor,Joseph Finkler,,"Osaic Wealth, Inc. Muskegon MI 3324 Maple Grove Rd",,,Salesforce
10606431,,Scott Rose,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",scott.rose@rbc.com,212-703-6113,List Import
237804,, -,,[[Unknown]],sandersonjl@me.com,,
10857140,Inactive Investor,David Vaughan,,"Avior Wealth Management, LLC Spring TX 10655 Six Pines Dr",david.vaughan@aviorwealth.com,,Salesforce
11158085,Inactive Investor,Kimberly Hinson,Sales Assistant,J.P. Morgan Securities LLC Houston TX 600 Travis St,kimberly.hinson@jpmorgan.com,,Salesforce
11054987,Inactive Investor,George Zeck,Financial Advisor,"Harbour Investments, Inc. Bradenton FL 9040 Town Center Pkwy",,,Salesforce
11190909,Inactive Investor,Cory Grandel,Financial Advisor,LPL Financial LLC Carnegie PA 1100 Washington Ave,cory.grandel@lpl.com,,Salesforce
9646950,,Sharon Shear,,,sharon.shear@ml.com,,List import
10905622,Inactive Investor,Jonathan Smith,,"American Fidelity Securities, Inc.",jonathan.smith@af-group.com,,Salesforce
11144890,Inactive Investor,Vicki Pace,Assistant Vice President;Client Associate;Portfolio Management Associate,Morgan Stanley Newtown Square PA 3803 W Chester Pike,vicki.pace@morganstanley.com,,Salesforce
240484,,Antoinette Behan,Chief Revenue Officer,EdgarAgents,antoinettebehan@edgaragents.com,,Event
10619403,,Bruce Becker,,,bruce.m.becker@morganstanley.com,,List Import
10888379,Inactive Investor,Mark Crowe,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,Crowe Financial Group LLC,marks@crowefinancial.com,,Salesforce
10946348,Inactive Investor,Riham Abuhaiba,,"Wells Fargo Clearing Services, LLC Boulder CO 1960 28th St",,,Salesforce
248872,,TERUYOSHI ADACHI,Director,CyberDD Ltd.,adachi@cyberdd.co.uk,,Manual List Upload
10766858,Inactive Investor,John Wilson,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",grover.wilson@raymondjames.com,,Salesforce
11124379,Inactive Investor,Kenneth Kreilick,Financial Advisor,Edward Jones Fremont OH 2140 Enterprise St,ken.kreilick@edwardjones.com,,Salesforce
11013778,Inactive Investor,Jamie Berndt,Manager - Brokerage Services,"Osaic FA, Inc.",jamie.berndt@lfg.com,,Salesforce
10954545,Inactive Investor,Charles Healy,Private Client Advisor,J.P. Morgan Securities LLC East Setauket NY 1395 Rte 25A,charlesg.healyjr@jpmorgan.com,,Salesforce
10881869,Inactive Investor,Joshua Campbell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",joshua.l.campbell@ml.com,,Salesforce
11213279,Inactive Investor,Lyle Reichert,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,gene.reichert@fmr.com,,Salesforce
11029302,Inactive Investor,Douglas Fisher,Regional Vice President,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",douglas.fisher@equitable.com,,Salesforce
10856511,Inactive Investor,Mark Whitehouse,,"Osaic Wealth, Inc. Blacksburg VA Private Residence",,,Salesforce
11104667,Inactive Investor,Martin Weber,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,marty.weber@ubs.com,,Salesforce
11103782,Inactive Investor,Chad Essman,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,chad.essman@lpl.com,,Salesforce
10970324,Inactive Investor,Shane Roberts,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10990095,Inactive Investor,Jonathan Dewitt,,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,jonathan_dewitt@glic.com,,Salesforce
10919183,Inactive Investor,Ryan Mcgovern,Financial Advisor,Edward Jones Saline MI 186 S Industrial Dr,ryan.mcgovern@edwardjones.com,,Salesforce
11042193,Inactive Investor,Eleanor Nicholson,,State Farm VP Management Corp. Newark OH 23 Forry St,jane.nicholson.gzmp@statefarm.com,,Salesforce
11191166,Inactive Investor,Brian Post,,"Robertson Stephens Capital Markets, LLC Boise ID 1101 W River St",bpost@rscapital.com,,Salesforce
10864940,Inactive Investor,Derek Derman,Co-Portfolio Manager;Financial Services Analyst;Partner;Portfolio Manager;Research Analyst,Poplar Forest Capital LLC Pasadena CA 70 S Lake Ave,dsderman@poplarforestllc.com,,Salesforce
117393,,Lyndsay Goody,"Deputy Chief Compliance Officer, Managing Director, Regulatory Contact","Onyx Financial Advisors, LLC",lgoody@onyxfinancial.com,,
8480842,,Pascale Dumesnil,,Tschetter Group,pascale@tschettergroup.com,(425) 998-9960,List Import
10924152,Inactive Investor,Virginia Koontz,,"Steward Partners Investment Solutions, LLC Culpeper VA 317 S West St",virginia.koontz@stewardpartners.com,,Salesforce
11047235,Inactive Investor,Edward Cole,,LPL Financial LLC Provo UT 3355 N University Ave,,,Salesforce
10992834,Inactive Investor,Joshua Knight,,J.P. Morgan Securities LLC Edmond OK 2307 W Edmond Rd,,,Salesforce
11033344,Inactive Investor,Jason Meiwes,,LPL Financial LLC Lake Oswego OR 4949 Meadows Rd,jason.meiwes@lpl.com,,Salesforce
9542910,,Michael Rovando Tobias,,,mikerovando02@gmail.com,,List import
10983795,Inactive Investor,Charles Gauweiler,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",cgauweiler@financialguide.com,,Salesforce
9608924,,Paul Tiro,,,paul.tiro@gmail.com,,List import
10844974,Inactive Investor,Michael Tilley,,Global View Capital Management LLC,mtilley@gvcaponline.com,,Salesforce
2573880,,Geoff Doran,,,gwizzd1970@gmail.com,,
10816592,Inactive Investor,Brett Moritz,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",brett.moritz@ml.com,,Salesforce
11210645,Inactive Investor,Josephine Sangiorgio-Hirth,Associate General Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,josephine.sangiorgio-hirth@edwardjones.com,,Salesforce
11186094,Inactive Investor,Ariel Deljanin,,Jefferies LLC,adeljanin@jefferies.com,,Salesforce
11221945,,Robert Vaught,,,robert.vaught@ceterafs.com,,List Import
11040475,Inactive Investor,Ivor Mills,Senior Director - Wealth Management,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",ivor.mills@tiaa.org,,Salesforce
10906317,Inactive Investor,Michael Tejeda,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",michael.tejeda@schwab.com,,Salesforce
9559945,,Benjamin Kristoff,,,benjamin.kristoff@53.com,,List import
9643633,,Dimitri Titus,,,dimitrititus@aol.com,,List import
11194169,Inactive Investor,Stephen Mattocks,,"Osaic Wealth, Inc. Wichita KS 765 E 2nd St N",,,Salesforce
336722,,Tristan Lewis,Managing Member,"Objective Capital Management, Llc",t.lewis@objectivecm.com,216-469-1231,Manual List Upload
10866740,Inactive Investor,Kerly Chirinos,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9548832,,Jamaal Motley motley,,,jamaal.motley45@go.cambridgecollege.edu,,List import
10766861,Inactive Investor,Bryan Lister,,Morgan Stanley Troy MI 101 W Big Beaver Rd,bryan.lister@morganstanley.com,,Salesforce
9545771,,Barrel Cooper,,,canbanything@gmail.com,,List import
9541962,,John Hemmesch,,,john.hemmesch@binance.us,,List import
10935237,Inactive Investor,Cassandra Horton,,"ValMark Securities, Inc. Cleveland OH 6685 Beta Dr",,,Salesforce
11197494,Inactive Investor,Gisselle Holguin Disla,,Key Investment Services LLC Newburgh NY 1228 Rte 300,gisselle.holguin-disla@key.com,,Salesforce
10959295,Inactive Investor,Michael O'Hara,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11154123,Inactive Investor,Chase Ziebol,,&Partners Webster Groves MO Private Residence,chase.ziebol@andpartners.com,,Salesforce
11095922,Inactive Investor,Jonathan Jennings,Advisor,WPWealth LLP,jonathan.jennings@wpwealth.com,,Salesforce
11055905,Inactive Investor,Anissa Veon,,State Farm VP Management Corp. Plainfield IN 907 E Main St,anissa.veon.mbzv@statefarm.com,,Salesforce
652,,,,,xman19892@sapo.pt,,
10810358,Inactive Investor,Valerie Harrison,Financial Advisor,LPL Financial LLC Santa Barbara CA Private Residence,valerie.harrison@lpl.com,,Salesforce
10611932,,John Goodwin,"Managing Director - Wealth Management, Private Wealth Advisor",,john.goodwin@morganstanley.com,,List Import
10884300,Inactive Investor,Matthew Dixon,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Managing Member;Partner,"Resolute Capital, LLC Seneca SC 4 Leas Courtyard Dr",,,Salesforce
11089642,Inactive Investor,Donald Bonvisuto,,"Osaic FA, Inc. Glastonbury CT 2389 Main St",don.bonvisuto@lfg.com,,Salesforce
10831300,Inactive Investor,Kenneth Fultz,Financial Consultant;Wealth Management Advisor,LPL Financial LLC Morgantown WV 2885 University Ave,kenneth.fultz@lpl.com,,Salesforce
10799917,Inactive Investor,Rick Brown,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,rickbrown@statefarm.com,,Salesforce
10617039,,Susan Lewis,,,susanlewis@lpl.com,,List Import
9558362,,Ernie Pierce,,,erniehfd72@gmail.com,,List import
9592447,,James Hoffman,,,jimandclaymore@msn.com,,List import
232123,, -,,[Unknown],jianmw123@gmail.com,,
10880013,Inactive Investor,Stephen Bauer,Head - Office;Vice President;Wealth Advisor,United Capital Financial Advisors Spring TX 1450 Lake Robbins Dr,stephen.bauer@gs.com,,Salesforce
9554908,,Michael Elders,,,melders@financialguide.com,,
10488368,,Max Rockwell,,Golden State Asset Management,marockwell9@hotmail.com,,List Import
9634221,,king winer,,,26135040@qq.com,,List import
10784676,Inactive Investor,Charles Margiasso,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",charles.margiasso@wellsfargoadvisors.com,,Salesforce
225013,,Pongpat Khamchoo,,[Unknown],pongpat.khamchoo@gmail.com,,Direct
10896597,Inactive Investor,Joseph Shenton,Chief Compliance Officer;Principal,"Permanent Capital Management, LP",,,Salesforce
10969983,Inactive Investor,Leigh Teffeteller,,Morgan Stanley Augusta GA 1 10th St,leigh.teffeteller@morganstanley.com,,Salesforce
11180434,Inactive Investor,Donald Angel,Financial Advisor,LPL Financial LLC Canonsburg PA 380 Southpointe Blvd,donald.angel@lpl.com,,Salesforce
11124668,Inactive Investor,Janice Dy,,"Charles Schwab & Co., Inc.",,,Salesforce
10876226,Inactive Investor,Richard Cassada,Financial Planning Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",richard.s.cassada@ampf.com,,Salesforce
10840852,Inactive Investor,Erica Wiggins,,"HighTower Securities, LLC",ewiggins@hightoweradvisors.com,,Salesforce
9631429,,F F,,,ff@t.com,,List import
10802750,Inactive Investor,Scott Heyer,Executive Financial Services Director;Financial Advisor;First Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,scott.f.heyer@morganstanley.com,,Salesforce
10847710,Inactive Investor,David Narvaez,Financial Advisor,Morgan Stanley El Paso TX 303 N Oregon St,david.narvaez@morganstanley.com,,Salesforce
11204204,Inactive Investor,Taylor Nakamura,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",taylor.nakamura@nm.com,,Salesforce
11021980,Inactive Investor,Alexander Garrett,,J.P. Morgan Securities LLC Scottsburg IN 913 W McClain Ave,alexander.garrett@jpmorgan.com,,Salesforce
10755804,Inactive Investor,Michael Pendleton,Financial Advisor,Edward Jones Roanoke VA 7746 Williamson Rd,mike.pendleton@edwardjones.com,,Salesforce
9602438,,Michael Fowler,,,kdon96@yahoo.com,,List import
10946766,Inactive Investor,Roderick Lemon,,"Wells Fargo Clearing Services, LLC Manhattan Beach CA 2910 N Sepulveda Blvd",roderick.d.lemon@wellsfargo.com,,Salesforce
168307,,Kevin Bryan,,[Unknown],kaluwi@gmail.com,,Paid Social
11200282,Inactive Investor,Nicole Roesch-Rundle,Compliance Analyst,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9584953,,Bryan Matson,,,bryan.matson@fmr.com,,List import
10867440,Inactive Investor,Barrett Porter,Financial Advisor;Partner,Abacus Wealth Partners,barrett@abacuswealth.com,,Salesforce
11085870,Inactive Investor,Damon Brown,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",,,Salesforce
10911299,Inactive Investor,Charles Ryder,,Emerson Equity LLC,,,Salesforce
10774889,Inactive Investor,Judith Graham,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",judy.graham@ml.com,,Salesforce
9639866,,Jochen L?hr,,,jochen.loehr@unicredit.de,,List import
10901523,Inactive Investor,Joseph Spiegel,Private Client Advisor,J.P. Morgan Securities LLC Lake Zurich IL 4198 IL Rte 83,joseph.t.spiegel@jpmorgan.com,,Salesforce
9546090,,Gregg Keele,,,gregg.keele@ampf.com,,List import
11229360,Inactive Investor,Jacob Schwartz,,William Blair,,,Salesforce
11173354,Inactive Investor,Dale Fox,,PFS Investments Inc. South Easton MA 24 Norfolk Ave,daleefox@primerica.com,,Salesforce
11111077,Inactive Investor,Faisal Alasmari,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,faisal.alasmari@jpmorgan.com,,Salesforce
10874005,Inactive Investor,Oliver Choy,Vice President,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",oliver.choy@stifel.com,,Salesforce
10877374,Inactive Investor,Timothy Conway,Financial Advisor,Commonwealth Financial Network Anaheim CA 180 N Riverview Dr,,,Salesforce
10962172,Inactive Investor,Dennis Magaldi,Financial Advisor,"Western International Securities, Inc. Thousand Oaks CA 279 Hodencamp Rd",dmagaldi@wisdirect.com,,Salesforce
11254260,Inactive Investor,Adam Gambino,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",,,Salesforce
372828,,Stephen Pedersen,,United States,stephen.z11@gmail.com,,source
11028612,Inactive Investor,Lucas Casarez,Chief Compliance Officer;Financial Planner;Founder;Strategist,"Level Up Financial Planning, LLC",,,Salesforce
10781764,Inactive Investor,Jessica Boynton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10974349,Inactive Investor,Steven Horvath,Investment Advisor Representative,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",shorvath@nationallife.com,,Salesforce
10657127,,Daniel Mathews,,,daniel.mathews@rbc.com,,List Import
9633691,,Bdika Hodi,,,bdikahodi@gmail.com,,List import
9610614,,Raviv Jackier,,,rjackier1@gmail.com,,List import
10910016,Inactive Investor,Gregory Patchak,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",greg.patchak@nm.com,,Salesforce
353037,,Patrick o'Neill,Managing Partner (US/Asia),NCL Technology Ventures Ltd.,pgo@ncltechnologyventures.com,,Event
10782089,Inactive Investor,Tiziana Aluce,,Goldman Sachs & Co.,tiziana.cascarano@gs.com,,Salesforce
11017139,Inactive Investor,Dominick Matteo,Senior Advisor Associate,Wealthspire Advisors,dominick.matteo@wealthspire.com,,Salesforce
10800101,Inactive Investor,Scott Avery,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Abilene TX 2 Village Dr",scott_avery@ml.com,,Salesforce
9647103,,Jason Young,,,thepressureisontoday@gmail.com,,List import
10857226,Inactive Investor,James Parker,,"Osaic Wealth, Inc.",,,Salesforce
11154655,Inactive Investor,Guillermo Arenas,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,guillermo.arenas@fmr.com,,Salesforce
10822723,Inactive Investor,Troy Drennon,Financial Advisor,Edward Jones Folsom CA 400 Plaza Dr,troy.drennon@edwardjones.com,,Salesforce
11055174,Inactive Investor,Nicola Hughes,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9644419,,Amin Sagani,,,aminsagani@gmail.com,,List import
10808263,Inactive Investor,Jerry Boger,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",jerry.w.boger@wellsfargoadvisors.com,,Salesforce
11201014,Inactive Investor,David Katzman,,"Stifel, Nicolaus & Company, Incorporated Bethesda MD 7200 Wisconsin Ave",katzmand@stifel.com,,Salesforce
9565512,,Brian Prilick,,,brian.prilick@ctf.capital,,List import
204760,,Hugo Perez,,[Unknown],vhpvmx@gmail.com,,
10759839,Inactive Investor,Robert Ashby,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,robert.ashby@fidelity.com,,Salesforce
9621547,,Dan Dingus,,,ddingus@fragassoadvisors.com,,List import
11153702,Inactive Investor,John Fischer,,Cetera Advisor Networks LLC Plymouth Meeting PA 620 W Germantown Pike,,,Salesforce
374124,,Clark -,,[[Unknown]],clarkg27@gmail.com,,Initial Salesforce Import
10647617,,Stephen Bryant,,,stephen.bryant@wellsfargoadvisors.com,,List Import
11034906,Inactive Investor,Joshua Eller,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
11115712,Inactive Investor,Jeffrey McCracken,,"Frost Brokerage Services, Inc.",jeffrey.mccracken@frostbank.com,,Salesforce
9612707,,Steven Schenker,,,sschenker@wintrustwealth.com,,List import
10991775,Inactive Investor,Helena Griffith,,PFS Investments Inc. Lanham MD 10001 Derekwood Ln,helena.griffith@primerica.com,,Salesforce
10946371,Inactive Investor,Timothy Barnard,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",timothy.barnard@schwab.com,,Salesforce
11139589,Inactive Investor,Christopher Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10944570,Inactive Investor,Emory Holman,,"Horace Mann Investors, Inc. Cartersville GA 1202 N Tennessee St",emory.holman@horacemann.com,,Salesforce
11013040,Inactive Investor,Stephen Beavis,Chief Administrative Officer;Chief Compliance Officer;Co-Founder,"Path Digital Advisors, LLC",stephen@stackedinvest.com,,Salesforce
9581016,,Ashley Roccio,,,aroccio@schgroup.com,,List import
11041617,Inactive Investor,Robert Atkinson,Financial Advisor;Senior Vice President,UBS Financial Services Inc. College Station TX 175 Century Square Dr,r.atkinson@ubs.com,,Salesforce
11143145,Inactive Investor,Kevin Mullen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10907057,Inactive Investor,Emmanuel Santiago Perez,,Nationwide Planning Associates Inc. Kissimmee FL 109 N Beaumont Ave,esantiago@nationwideplanning.com,,Salesforce
347830,,John French,Financial Planning Advisor,"VALIC Financial Advisors, Inc.",john.french@valic.com,205-967-8974,
10858080,Inactive Investor,Allison Drusch,Financial Advisor,Edward Jones Brainerd MN 314 W Laurel St,allison.lister@edwardjones.com,,Salesforce
9551964,,Pat Guest,,,pguest1@sbcglobal.net,,List import
11050427,Inactive Investor,Nicholas Coleman,Financial Advisor,"Bonfire Financial, LLC",,,Salesforce
350939,,Brittney Russell,Investor Experience Analyst,"Satori Capital, Llc",brittney@satoricapital.com,214-390-6270,Manual List Upload
11030139,Inactive Investor,Thomas Chase,,"Investors Brokerage of Texas, Ltd.",tchase@investorsbrokerage.com,,Salesforce
11150335,Inactive Investor,Brian Longbons,Branch Manager,LPL Financial LLC Richmond IN 431 W Main St,brian.longbons@lpl.com,,Salesforce
10813345,Inactive Investor,Ronald Abess,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,ronald.abess@primerica.com,,Salesforce
11236002,Inactive Investor,Daniel Weeks,Managing Director;Senior Advisor;Wealth Advisor,"Nilsine Partners, LLC",danielweeks@nilsinepartners.com,,Salesforce
10893138,Inactive Investor,Nicholas Harding,,"City National Securities, Inc. Washington DC 2001 M St NW",nicholas.harding@cnb.com,,Salesforce
9634827,,Renee Kellerman,,,rcs@chapelhillinvestment.com,,List import
11121588,Inactive Investor,David Glass,,Citigroup Global Markets Inc.,david.glass@citigroup.com,,Salesforce
10957339,Inactive Investor,Ashlyn Burtle,,Edward Jones Newberry FL 25349 W Newberry Rd,ashlyn.burtle@edwardjones.com,,Salesforce
11159339,Inactive Investor,Vachel Pennebaker,Relationship Banker,J.P. Morgan Securities LLC Cary NC 5070 Arco St,vachel.pennebaker@jpmorgan.com,,Salesforce
9583541,,Kellie Cramer,,,kcramer@tscp.com,,List import
10870297,Inactive Investor,Michael Casey,Financial Advisor,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",mike.casey@nm.com,,Salesforce
10837754,Inactive Investor,Diana Stieffel,Senior Vice President - Wealth Management,UBS Financial Services Inc. New Orleans LA 909 Poydras St,diana.stieffel@ubs.com,,Salesforce
1923457,,Raju Das,,,rajudass2006@gmail.com,,
10773582,Inactive Investor,Blair Rice,Financial Professional,"MML Investors Services, LLC Charleston SC 40 Calhoun St",bcrice@financialguide.com,,Salesforce
10611884,,Brenner LeCompte,Financial Advisor,,brenner.lecompte@morganstanley.com,,List Import
10964600,Inactive Investor,Patrick Marlatt,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",patrick.marlatt@equitable.com,,Salesforce
236212,, -,,[[Unknown]],omeraigboanugo@gmail.com,,
10885448,Inactive Investor,Enrique Soto Prado,,"TIAA-CREF Individual & Institutional Services, LLC San Antonio TX 17806 W Interstate 10",enrique.sotoprado@tiaa.org,,Salesforce
370642,,Scott F,,[Unknown],scott19f55@verizon.net,,Salesforce
10972494,Inactive Investor,Fraser Inouye,Wealth Advisor,West Ridge Advisors,,,Salesforce
9563598,,Amy L Moore,,,amy_moore@ml.com,,List import
10974729,Inactive Investor,Joseph Tako,,"Allstate Financial Services, LLC Lake Elsinore CA 31641 Auto Center Dr",josephtako@allstate.com,,Salesforce
11150303,Inactive Investor,Darin Stevens,Branch Office Manager,LPL Financial LLC Atlanta GA 1954 Airport Rd,darin.stevens@lpl.com,,Salesforce
11023334,Inactive Investor,Judy Copenbarger,,"Osaic Wealth, Inc. Irvine CA 100 Spectrum Center Dr",,,Salesforce
11041059,Inactive Investor,Armelia Jackson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10786261,Inactive Investor,Philip Lee,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,philip.lee@fidelity.com,,Salesforce
11056035,Inactive Investor,Brian Woods,,"U.S. Bancorp Investments, Inc. Bowling Green KY 1970 Cave Mill Rd",brian.woods@usbank.com,,Salesforce
9545785,,Joel Lawson,,,joel.lawson@cloistercapital.com,,List import
9597809,,Monte Carlo,,,ender.kuru@gmail.com,,List import
11015841,Inactive Investor,Jeffrey Byrn,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",jeff.byrn@nm.com,,Salesforce
9619199,,Ajay Kathuria,,,ajay.kath@gmail.com,,List import
10952400,Inactive Investor,Trent Flath,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",trent.flath@ampf.com,,Salesforce
11159094,Inactive Investor,Sanjay Patel,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",sanjay.patel@raymondjames.com,,Salesforce
10755068,Inactive Investor,Lori Blum,Financial Advisor,Edward Jones Gretna NE 11532 Willow Park Dr,lori.blum@edwardjones.com,,Salesforce
10990990,Inactive Investor,Daniel Medina,,"Allstate Financial Services, LLC Miami FL 6000 NW 97th Ave",danielmedina@allstate.com,,Salesforce
10782209,Inactive Investor,Jonathan Bostrom,Financial Advisor;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,jonathan.bostrom@morganstanley.com,,Salesforce
9565818,,Rob Hudson,,,rhudson@westshorefinancial.con,,List import
11087863,Inactive Investor,Craig Lewis,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Boston MA 60 State St,craiglewis@janney.com,,Salesforce
11066082,Inactive Investor,Kelly Kerr,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",kelly.d.kerr@rbc.com,,Salesforce
336816,,Roy Stachnik,President,"Integrated Benefits, Incorporated",roy@ibiadvisors.com,970-379-5215,Manual List Upload
10611227,,Sharon Kaplove,Financial Advisor,,sharon.g.kaplove@ampf.com,,List Import
11025306,Inactive Investor,Steven Harris,,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",steven.harris@prudential.com,,Salesforce
11002408,Inactive Investor,John Delligatti,,Mutual of America Securities LLC Pittsburgh PA 401 Liberty Ave,john.delligatti@mutualofamerica.com,,Salesforce
9647933,,Michael Rosenberg,,,michael.rosenberg@oneamerica.com,,List import
10941563,Inactive Investor,Kristopher Anderson,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,kristopher.anderson@primerica.com,,Salesforce
241413,Inactive Investor,Virgina Madden,,Claybrook Capital,vmadden@claybrookcapital.com,(617) 932-7947,Database Upload
10996450,Inactive Investor,Kadeem Brown,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",kadeem.brown@equitable.com,,Salesforce
11129083,Inactive Investor,Anthony Nannini,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",anthony_nannini@ml.com,,Salesforce
10616773,,Edward Burjek,,,edward_burjek@ml.com,,List Import
10935965,Inactive Investor,Lynn Vaughn,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",lynn.stout@schwab.com,,Salesforce
9552716,,James Allen,,,allen.james@principal.com,,List import
11114539,Inactive Investor,Andrew Blackwell,Family Wealth Director;Financial Advisor;Investing with Impact Director;Senior Portfolio Manager;Senior Vice President - Wealth,Morgan Stanley Boston MA 28 State St,andrew.blackwell@morganstanley.com,,Salesforce
11006875,Inactive Investor,Kyle Henriksen,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Casper WY 150 S Mckinley St",,,Salesforce
11125334,Inactive Investor,Sidney Poretsky,,"World Investments, Inc.",,,Salesforce
11165459,Inactive Investor,Sondos Elhabbal,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11002297,Inactive Investor,Gonzalo Ceja,,J.P. Morgan Securities LLC Concord CA 2097 Salvio St,gonzalo.ceja@jpmorgan.com,,Salesforce
9566310,,Daryl Martin,,,martindaryl14@gmail.com,,List import
11101320,Inactive Investor,Dixon Karmindro,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Partner;Partner;Principal,Mainstream Capital Management El Segundo CA 1730 E Holly Ave,dixon@mainstreamcapital.com,,Salesforce
347969,,Tim Fallon,Managing Director,"Marquette Associates, Inc.",tfallon@marquetteassociates.com,312-527-5500,Manual List Upload
9544197,,Youngjo Bae,,,yjbae@ckd-holdings.com,,List import
9568421,,Eric Cooper,,,ericcooper2@financialguide.com,,List import
187425,,Gregory Ferguson,Founder,"Ferguson Financial, Inc.",greg@fergusonfinancialinc.com,952-406-8316,Manual List Upload
10810094,Inactive Investor,Calvin Hatcher,,"Truist Investment Services, Inc. Virginia Beach VA 635 Lynnhaven Pkwy",calvin.hatcher@truist.com,,Salesforce
10795928,Inactive Investor,John Tanner,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 5405 Morehouse Dr",john.2.tanner@ampf.com,,Salesforce
9554439,,Joshua Ashford,,,mja4333@yahoo.com,,List import
245694,,Greg Friedman,Chief Strategy Officer,Wealthspire Advisors,greg.friedman@privateocean.com,,Manual List Upload
11143329,Inactive Investor,Lisa Pena,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2321 Rosecrans Ave",lisa.pena@bofa.com,,Salesforce
337089,,Philip Byrne,Vice President & Chief Investment Officer,Geovest Advisors Inc,philip.byrne@geovestadvisors.com,585-248-5050,Manual List Upload
10956054,Inactive Investor,Garrett Smith,,"Wells Fargo Clearing Services, LLC Los Angeles CA 1600 Vine St",,,Salesforce
11188595,Inactive Investor,Tristyn Gebhardt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",tristyn.eames@schwab.com,,Salesforce
10831039,Inactive Investor,John Stock,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,john.stock@opco.com,,Salesforce
11167903,Inactive Investor,Heather Grubbs,,"The Investment Center, Inc. Montgomery AL 5027 Mercer St",hgrubbs@investmentctr.com,,Salesforce
9549152,,Joseph Swain,,,jswain@permianlp.com,,List import
10905823,Inactive Investor,Felicia Oliver,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,felicia.oliver@primerica.com,,Salesforce
10844223,Inactive Investor,Michael Lamb,Chief Compliance Officer;Managing Member;President,"Monetary Solutions, Ltd.",,,Salesforce
10899053,Inactive Investor,Paul Kopey,Founder;Owner;Principal,Paul R. Kopey & Associates,paul@prkadvisors.com,,Salesforce
9642188,,wenhai ?,,,512409507@qq.com,,List import
10857074,Inactive Investor,John Shetromph,,Cetera Advisor Networks LLC Lititz PA 100 Highlands Dr,,,Salesforce
11056537,Inactive Investor,Alexander Avolio,Financial Advisor;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,alexander.avolio@morganstanley.com,,Salesforce
9608423,,Gino Valverde,,,gino@ganasconsulting.com,,List import
9611121,,Kenneth Duckett,,,antonmusic55@gmail.com,,List import
11060572,Inactive Investor,Eric Barlow,Co-Founder;Executive Committee Member,Andina Family Offices,ebarlow@andinafamilyoffices.com,,Salesforce
11109193,Inactive Investor,Rodney Benjamin,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,rodney.benjamin@primerica.com,,Salesforce
11193614,Inactive Investor,Carlos Perez,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,,,Salesforce
10754604,Inactive Investor,Christopher Seefeldt,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",chris.seefeldt@rbc.com,,Salesforce
11026107,Inactive Investor,Gregory Skidmore,Chief Executive Officer,Belpointe Asset Management LLC,gskidmore@belpointe.com,,Salesforce
11151222,Inactive Investor,Vivian Houghland,,"VALIC Financial Advisors, Inc. Nashville TN Private Residence",rene.ward@valic.com,,Salesforce
10947154,Inactive Investor,Lateefa Naqvi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9573832,,Edward Wood,,,edwardrwood@financialguide.com,,List import
213007,,George Koroghlian,"Financial Advisor, Financial Professional","MML Investors Services, LLC",gkoroghlian@massmutual.com,973-237-0100,
10946569,Inactive Investor,Christian Harsvik,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
10966935,Inactive Investor,Michael O'Hara,Partner,"Smithbrook, LLC Saugerties NY Private Residence",,,Salesforce
218077,,Bangrui Chen,,[Unknown],bc496@cornell.edu,,Direct
10985914,Inactive Investor,Gabriel Klaus,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,gabriel.klaus@jpmorgan.com,,Salesforce
11148029,Inactive Investor,Anthony Krtanjek,,LPL Financial LLC Buffalo NY 7300 Transit Rd,anthony.krtanjek@lpl.com,,Salesforce
336680,,Matthew Feldman,Managing Director,"Clarion Capital Partners, Llc",mfeldman@clarion-capital.com,212-821-0170,Manual List Upload
10913548,Inactive Investor,Lisa Amellio-Chavez,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",lisa.chavez@raymondjames.com,,Salesforce
74996,,Alexander KENT,Director,Equities First Holdings Hong Kong Limited,alkent@equitiesfirst.com,,
9622332,,Fabian VArcianna,,,fvarcianna@gmail.com,,List import
10582309,,Ratno Ratno,,,panterrenak585@gmail.com,,Web Form Fillout
10797481,Inactive Investor,John Souther,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Hanover NH 7 Allen St,john.t.souther@morganstanley.com,,Salesforce
11049208,Inactive Investor,Curt Gammons,,State Farm VP Management Corp. Bowling Green KY 1643 Scottsville Rd,curt.gammons.jdv8@statefarm.com,,Salesforce
10600376,,Md. Rabiul Alam,,,rabiulamir2@gmail.com,,Web Form Fillout
11008644,Inactive Investor,Robert Castle,Financial Services Representative,"Principal Securities, Inc. Iowa City IA 430 Iowa Ave",,,Salesforce
11025754,Inactive Investor,Ken Taga,Financial Advisor,Edward Jones Westminster CO 8501 Turnpike Dr,ken.taga@edwardjones.com,,Salesforce
638,,,,,mariewagoner786@indy.rr.com,,
11151047,Inactive Investor,James Oliger,Senior Fund Analyst,Wealthquest Corporation,joliger@wqcorp.com,,Salesforce
10788245,Inactive Investor,Jonathan Edwards,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jonathan.edwards@fmr.com,,Salesforce
10933990,Inactive Investor,Cynthia Kulle,,"World Equity Group, Inc. Royal Palm Beach FL Private Residence",cynthiakulle@weg1.com,,Salesforce
11159512,Inactive Investor,Christopher Lindsay,Investment Advisor;Owner,CBL Wealth Management Hesperia CA 8090 Corona Ave,chris@cblwealthmanagement.com,,Salesforce
10877345,Inactive Investor,Adam Scott,Chief Compliance Officer;Chief Executive Officer;Founder;Principal,Wellacre Global Wealth Advisors,ascott@wellacrewm.com,,Salesforce
10932561,Inactive Investor,Reo Alderman,,"Osaic Wealth, Inc. Rochester NY Private Residence",,,Salesforce
10618975,,Patrick Galley,,,pgalley@rivernorth.com,,List import
10488409,,Andrew Swedlund,"Private Wealth Advisor, Senior Vice President",Rockefeller Financial LLC,dswedlund@rockco.com,,List Import
11079446,Inactive Investor,Kelly Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10613110,,Dror Harsinay,Financial Advisor,,dror.harsinay@equitable.com,,List Import
11133285,Inactive Investor,Thomas Maloney,Financial Advisor,Edward Jones Galesburg IL 76 S Prairie St,tom.maloney@edwardjones.com,,Salesforce
11179144,Inactive Investor,John Underwood,,Goldman Sachs & Co. San Francisco CA 555 California St,john.underwood@gs.com,,Salesforce
9613967,,Brian Hikisch,,,brian@maxamcm.com,,List import
10947351,Inactive Investor,Mark Kooiman,Senior Wealth Manager,"Monterey Private Wealth, Inc.",mark@montereypw.com,,Salesforce
9590895,,Jeanne Sullivan,,,jeanne@starvestpartners.com,,List import
198101,,Robert Marema,,[Unknown],drmarema@gmail.com,,
10783914,Inactive Investor,Richard Johnson,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Plymouth MA 18 Main Street Ext",,,Salesforce
11015204,Inactive Investor,Bryn Schwab,Registered Client Service Associate,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",bryn.schwab@ampf.com,,Salesforce
10854259,Inactive Investor,Patrick Wolf,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,patrick.wolf@jpmorgan.com,,Salesforce
10940805,Inactive Investor,Kevin Crowley,,"Avantax Investment Services, Inc. Aptos CA 337 Beach Dr",,,Salesforce
10998628,Inactive Investor,John Welch,,LPL Financial LLC Honeoye Falls NY 28 N Main St,,,Salesforce
10961956,Inactive Investor,Julia Whitley,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
9610180,,Chase Skinkis,,,skinkis4three@yahoo.com,,List import
9631849,,jan nowak,,,jscry123@gmail.com,,List import
10805399,Inactive Investor,Kevin Crawford,Chief Compliance Officer,Johnson Brunetti,kcrawford@johnsonbrunetti.com,,Salesforce
11070972,Inactive Investor,Teresa Finigan,Financial Advisor,"Voya Financial Advisors, Inc. Braintree MA 30 Braintree Hill Office Park",teresa.finigan@voyafa.com,,Salesforce
10870002,Inactive Investor,Chris Erdelac,,"Pruco Securities, LLC. Strongsville OH 16363 Pearl Rd",chris.erdelac@prudential.com,,Salesforce
10875522,Inactive Investor,Richard Carlson,,Commonwealth Financial Network Franklin TN 741 Cool Springs Blvd,rcarlson@commonwealth.com,,Salesforce
9576578,,Vincent Tyrrell,,,tyrrellv50@gmail.com,,List import
10940960,Inactive Investor,Gilliane Grayye,,"Farmers Financial Solutions, LLC Mount Vernon WA 321 E Division St",lhillman@farmersagent.com,,Salesforce
11093809,Inactive Investor,Lori Rutkowski,,"Osaic FA, Inc. Wilmington DE 2036 Foulk Rd",lori.rutkowski@lfg.com,,Salesforce
10778727,Inactive Investor,John Schlendorf,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 805 SW Broadway,john.schlendorf@ubs.com,,Salesforce
11179137,Inactive Investor,Kristy Matlock,,"Equity Services, Inc. Brighton CO Private Residence",kmatlock@nationallife.com,,Salesforce
10879980,Inactive Investor,Kimberly Mason,Advisor,"Jackson Thornton Asset Management, LLC",kim.mason@jt-am.com,,Salesforce
10933413,Inactive Investor,Fernando Diaz,Financial Planner,Prota Financial,fernando@protafinancial.com,,Salesforce
11054872,Inactive Investor,Michael Underwood,,"Hornor, Townsend & Kent, LLC Fairport NY Private Residence",munderwood@htk.com,,Salesforce
9548125,,Daniel Mendoza,,,skudoza@icloud.com,,List import
11207322,Inactive Investor,Nicholas Scarcelli,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",nicholas.scarcelli@equitable.com,,Salesforce
10926311,Inactive Investor,Jennifer Hagn,,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,jennifer.hagn@chase.com,,Salesforce
10914447,Inactive Investor,Jonathan Heagle,Chief Compliance Officer;Founder;Managing Member;Owner,Mountain Vista Wealth Management,,,Salesforce
10984314,Inactive Investor,Christopher Pham,Investment Advisor,Fisher Investments,,,Salesforce
11212774,Inactive Investor,Jason Delgado,,J.P. Morgan Securities LLC Brooklyn NY 2401 Ralph Ave,jason.d.delgado@jpmorgan.com,,Salesforce
10809627,Inactive Investor,Lee White,,"Avantax Investment Services, Inc. Barre VT 86 Summer St",,,Salesforce
11159849,Inactive Investor,Jay McClellan,Investment Advisor Representative;Portfolio Manager,"Cornerstone Asset Management Services, Inc. Dayton OH 8801 N Main St",jmcclellan@cornerstoneassetmgmt.com,,Salesforce
11208579,Inactive Investor,Emil Ben-David,Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Uniondale NY 1130 Rxr Plz,eben-david@edelmanfinancialengines.com,,Salesforce
11179959,Inactive Investor,Sierra Elrod,,Commonwealth Financial Network Houston TX 520 Post Oak Blvd,selrod@commonwealth.com,,Salesforce
10839968,Inactive Investor,Stephanie Shaffer,Registered Administrative Associate,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,stephanie.shaffer@lpl.com,,Salesforce
11110034,Inactive Investor,Scott McDonald,Financial Professional,"MML Investors Services, LLC Asheville NC 1 Page Ave",scottmcdonald@financialguide.com,,Salesforce
11012784,Inactive Investor,Ryan Young,,"MML Investors Services, LLC San Diego CA 2976 Fir St",,,Salesforce
11011018,Inactive Investor,Kyle Baus,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",,,Salesforce
5983423,,James K Frink James K Frink,,,cikiy47051@cmeinbox.com,,Web Form Fillout
11189935,Inactive Investor,Austin Hoover,,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",,,Salesforce
10797344,Inactive Investor,Mauricio Felix,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",mauricio_felix@ml.com,,Salesforce
344719,,Christine Robinette,"Executive Vice President, Branch Management, Client Experience",Fragasso Financial Advisors,crobinette@fragassoadvisors.com,412-227-3200,Manual List Upload
11029428,Inactive Investor,Michael Millay,,"The Leaders Group, Inc.",,,Salesforce
9601334,,Jibrilla Madu Gadzama,,,mj.consulting2016@gmail.com,,List import
10794461,Inactive Investor,Janeen Mihoci,Financial Professional,PlanMember Securities Corporation Hartstown PA Private Residence,jmihoci@planmembersec.com,,Salesforce
11135252,Inactive Investor,Kevin Virginillo,,Country Capital Management Company Tucson AZ 7510 N la Cholla Blvd,k.virginillo@countryfinancial.com,,Salesforce
10829478,Inactive Investor,Matthew Kelley,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",matthew_kelley@ml.com,,Salesforce
11193221,Inactive Investor,Colton Jones,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,colton.jones@fmr.com,,Salesforce
11167017,Inactive Investor,Ross Jones,Account Vice President;Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,ross.jones@ubs.com,,Salesforce
11157379,Inactive Investor,Carol Carr,,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
10991958,Inactive Investor,Juliana Woo,,"Transamerica Financial Advisors, Inc Los Angeles CA 3435 Wilshire Blvd",juliana.woo@tfaconnect.com,,Salesforce
208660,,Jeanette Lucas,Portfolio Manager,Condor Capital Wealth Management,jeanette@condorcapital.com,732-356-7323,Organic Search
11171772,Inactive Investor,Karen Silva,,J.P. Morgan Securities LLC Rancho Sante Fe CA 6041 La Flecha,karen.silva@jpmorgan.com,,Salesforce
9570731,,Michael Antonacci,,,mantonacci@lakewoodlp.com,,List import
10899302,Inactive Investor,Albana Droboniku,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,albana.droboniku@ubs.com,,Salesforce
351811,,Gill Roantree,COO,"Cbre Investment Management, Llc",gill.roantree@cbreglobalinvestors.com,212-824-2150,Manual List Upload
10696122,,Vicki Parker,,McIlrath & Eck LLC,vicki@mcilratheck.com,,List Import
6544091,,kiol kuioj,,,tocavec950@ekcsoft.com,,Web Form Fillout
214340,,Ilhan Bulgurlu,,[Unknown],bulgurluilhan@gmail.com,,Organic Search
9644285,,Limi Purnomo,,,limi.purnomo@live.com,,List import
232656,, -,,[Unknown],kenzaknkf@gmail.com,,
11083989,Inactive Investor,Scott Lefebre,Business Development;Managing Director;Member;Partner;Senior Wealth Advisor,Seneca Financial Advisors LLC,slefebre@senecafinancialadvisors.com,,Salesforce
10775852,Inactive Investor,Isaac Keil,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",isaac.keil@ml.com,,Salesforce
9595914,,Nicole Vries,,,nvries@wealthenhancement.com,,List import
9619601,,john Mcnally,,,johnmcnaly@gmail.com,,List import
203551,,Sam Konswa,,[Unknown],konswa@msn.com,,Direct
10613369,,Brett Klein,Financial Advisor,,brett.klein@ml.com,,List Import
9547126,,Arthur Wright,,,arthur.wright@tsa.dhs.gov,,List import
11102786,Inactive Investor,Garrett Bailey,,J.P. Morgan Securities LLC Mooresville NC 185 Williamson Rd,garrett.bailey@jpmorgan.com,,Salesforce
10890400,Inactive Investor,Denise Allison,,Arkadios Capital Fort Worth TX 1701 River Run,denise.allison@lpl.com,,Salesforce
10612578,,Sandra Smith,"Financial Advisor, Managing Director",,sandra.smith@ampf.com,,List Import
10865964,Inactive Investor,Earl Scroggins,,State Farm VP Management Corp. Bradenton FL 6505 Cortez Rd W,wayne.scroggins.bxsh@statefarm.com,,Salesforce
10975899,Inactive Investor,Cory Rau,Senior Equity Compensation Planner,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10757143,Inactive Investor,Robert Shelby,Member,Blue Marble Investments San Luis Obispo CA 1075 Court St,,,Salesforce
10927779,Inactive Investor,Michelle Pawl-Gierak,,State Farm VP Management Corp. Utica MI 49103 Schoenherr Rd,,,Salesforce
9576220,,Rosa Commisso,,,rcommisso@ayco.com,,List import
9621785,,Rajesh Das,,,rajeshkumar324652@gmail.com,,List import
11077463,Inactive Investor,Brian Bell,Financial Advisor,LPL Financial LLC Frisco TX 5850 Town and Country Blvd,brians.bell@lpl.com,,Salesforce
10894701,Inactive Investor,Luke Sutter,,"Truist Investment Services, Inc. Dunedin FL 825 Broadway",luke.sutter@truist.com,,Salesforce
11010473,Inactive Investor,Kapinga Mukenge,,"Wells Fargo Clearing Services, LLC Peachtree City GA 703 Crossings E",kapinga.mukenge@wellsfargo.com,,Salesforce
11052080,Inactive Investor,Vincent Martino,Financial Consultant,LPL Financial LLC Greenwich CT 85 Mason St,vince.martino@lpl.com,,Salesforce
11077399,Inactive Investor,Caleb Hudson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
10767948,Inactive Investor,Dominic Provenzano,Financial Advisor;Vice President,Morgan Stanley Melville NY 58 S Service Rd,dominic.provenzano@morganstanley.com,,Salesforce
348394,,Thierry Porte,Managing Director,J.c. Flowers & Co. Llc,tporte@jcfco.com,212-404-6800,Manual List Upload
9601525,,Alessandro Ramos Carloni,,,alessandrocarloni@yahoo.com.br,,List import
11168064,Inactive Investor,Brett Zion,Account Vice President;Financial Advisor,UBS Financial Services Inc. Knoxville TN 800 S Gay St,brett.zion@ubs.com,,Salesforce
248677,,Katherine Heires,Journalist,"MediaKat llc - Contributor, GARP Risk Intelligence",mediakat@earthlink.net,,Manual List Upload
10871637,Inactive Investor,Travis Magliolo,Financial Advisor,Edward Jones Dickinson TX 3717 Hwy 3,travis.magliolo@edwardjones.com,,Salesforce
11151354,Inactive Investor,David Sheusi,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",david.sheusi@wellsfargoadvisors.com,,Salesforce
11181035,Inactive Investor,Joel Risenhoover,,"Kestra Investment Services, LLC Grand Prairie TX Private Residence",,,Salesforce
9583554,,Shaun Thompson,,,shaun@peak-financial.com,,List import
11033806,Inactive Investor,Devika Malhotra,,Citigroup Global Markets Inc.,,,Salesforce
10951371,Inactive Investor,Andrea Robbins,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hickory NC 205 2nd St NW",andrea.c.robbins@ml.com,,Salesforce
10798801,Inactive Investor,Bradley Seibel,Financial Advisor,Edward Jones McPherson KS 201 N Walnut St,brad.seibel@edwardjones.com,,Salesforce
9605425,,Nina Zotter,,,nzotter@ahwilliamsco.com,,List import
10885545,Inactive Investor,Christopher Davis,Chief Compliance Officer;Managing Member;Member,"Hudson Value Partners, LLC",cdavis@hudsonvaluepartners.com,,Salesforce
10997469,Inactive Investor,Nicholas Delucas,Financial Consultant,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",nicholas.delucas@equitable.com,,Salesforce
10925594,Inactive Investor,Naod Surafiel Berhe,,Fidelity Brokerage Services LLC,,,Salesforce
11235567,Inactive Investor,Gregory Brodeur,Chief Investment Officer;Founder;Managing Partner,Alpha Zero LLC,greg@alphazerowealth.com,,Salesforce
10775949,Inactive Investor,Randell Janssen,Financial Advisor,Edward Jones Green Bay WI 940 Hansen Rd,randy.janssen@edwardjones.com,,Salesforce
10910582,Inactive Investor,David Olsen,Client Service Advisor;Vice President;Wealth Manager,"Global Wealth Management Investment Advisory, Inc.",dave@askglobalwealth.com,,Salesforce
11124039,Inactive Investor,Louis Konecny,,NYLIFE Securities LLC Stuttgart AR 102 W 7th St,kkonecny@ft.newyorklife.com,,Salesforce
11231438,Inactive Investor,Deirdre Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10889319,Inactive Investor,Linda King,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,linda.king@primerica.com,,Salesforce
11223278,,Ian Hamre,,,ihamre@merceradvisors.com,,List Import
10815205,Inactive Investor,Larry Sokolow,Chief Executive Officer;Financial Advisor,Lincoln Investment Tallahassee FL 1410 Piedmont Dr E,lsokolow@lincolninvestment.com,,Salesforce
11142295,Inactive Investor,Scott Stevens,,LPL Financial LLC Syracuse NY 6702 Buckley Rd,scott.stevens@lpl.com,,Salesforce
11049923,Inactive Investor,Jamie Schuler,,"Transamerica Financial Advisors, Inc Port Jefferson Station NY 200 Wilson St",jamie.schuler@tfaconnect.com,,Salesforce
9543598,,Edward Moylan,,,ejmrx@hotmail.com,,List import
10955925,Inactive Investor,Mikhail Khodzhandiyev,,J.P. Morgan Securities LLC Rego Park NY 9741 Queens Blvd,mikhail.khodzhandiyev@chase.com,,Salesforce
340306,,Kevin Kuhner,,River Canyon Fund Management Llc,kkuhner@canyonpartners.com,214-253-6000,Manual List Upload
10756456,Inactive Investor,Michael Norman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.norman@fidelity.com,,Salesforce
10988481,Inactive Investor,Feiruz Ayoub,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,fayoub@primerica.com,,Salesforce
11172208,Inactive Investor,Joel Lagore,Chief Legal Officer;Founder;President,"Oliver LaGore VanValin Investment Group, Inc.",,,Salesforce
10840142,Inactive Investor,Richard Rehg,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Edwardsville IL 1012 Plummer Dr",jason.rehg@benjaminfedwards.com,,Salesforce
345502,,Shannon Fritz,Senior Managing Director Chicago,Antares Capital Advisers Llc,shannon.fritz@antares.com,312-889-9920,Manual List Upload
202594,,Fabio Puentes,,[Unknown],fabio.a.puentes@gmail.com,,
11067972,Inactive Investor,Colin Barrett,Financial Advisor,"Blackston Financial Advisory Group, LLC",colin.barrett@blackstonfinancialgroup.com,,Salesforce
10813651,Inactive Investor,Carl Hassett,Relationship Banker,Santander Securities LLC,carl.hassett@santander.us,,Salesforce
10762468,Inactive Investor,Don Hosack,Registered Securities Principal,LPL Financial LLC Carthage MO 2110 S Garrison Ave,don.hosack@lpl.com,,Salesforce
11018469,Inactive Investor,Stefan Kotevski,,J.P. Morgan Securities LLC Cave Creek AZ 28238 N Tatum Blvd,stefan.kotevski@jpmorgan.com,,Salesforce
10865840,Inactive Investor,Clay Mahagan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10947983,Inactive Investor,Angela Klopsis,,Santander Securities LLC Hazlet NJ 2985 Rte 35,aklopsis@santander.us,,Salesforce
9623766,,gabriel allon,,,gajrtrash@gmail.com,,List import
9581307,,Carl Friedrich,,,carl@fcequities.com,,List import
10774269,Inactive Investor,David Purmal,Financial Advisor,Edward Jones Merrill WI 100 S Mill St,david.purmal@edwardjones.com,,Salesforce
10946297,Inactive Investor,Loisen Harris-Jacobs,,J.P. Morgan Securities LLC Bronx NY 1650 E Gun Hill Rd,loisen.harris@chase.com,,Salesforce
10878290,Inactive Investor,Kristyn Gibson,Senior Financial Advisor;Senior Vice President,"Rappaport Reiches Capital Management,",kgibson@rrcapital.com,,Salesforce
11008778,Inactive Investor,Angela Karlen,,LPL Financial LLC Stevens Point WI 1245 Main St,angela.karlen@lpl.com,,Salesforce
10812300,Inactive Investor,David Phillips,Financial Advisor,Edward Jones Nacogdoches TX 3540 NE Stallings Dr,david.phillips2@edwardjones.com,,Salesforce
11037428,Inactive Investor,Douglas Eisert,,"Cambridge Investment Research, Inc. New York NY 60 E 42nd St",,,Salesforce
10845356,Inactive Investor,Paul Carpenter,,Atlas Private Wealth Advisors Johnstown PA 400 Luray Ave,,,Salesforce
10978586,Inactive Investor,Oswald Payan,,"Transamerica Financial Advisors, Inc Bellevue WA 2700 Richards Rd",oswald.payan@tfaconnect.com,,Salesforce
11189427,Inactive Investor,Timothy Latchford,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10804716,Inactive Investor,John Breitenbach,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,john.breitenbach@fidelity.com,,Salesforce
118346,,Jennifer Gaura,,"Associated Investment Services, Inc.",jennifer.gaura@associatedbank.com,414-425-1600,
11144214,Inactive Investor,Corinne Hawkins,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11078045,Inactive Investor,William Stephens,Financial Advisor,Edward Jones Christiansburg VA 1200 Elm St,julio.stephens@edwardjones.com,,Salesforce
10876337,Inactive Investor,Alani Charles,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10940806,Inactive Investor,David Parker,,"Pensionmark Securities, LLC White Plains NY 445 Hamilton Ave",,,Salesforce
10993306,Inactive Investor,Michael Bracamontes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10658318,,Jonathan West,,,jonathan.t.west@ampf.com,,List Import
349355,,John Padgett,,"National Asset Management, Inc.",jpadgett@nationalsecurities.com,561-981-1000,
10886753,Inactive Investor,David Levy,Chief Executive Officer,Freeman Financial LLC,dlevy@freemanfinancialllc.com,,Salesforce
11158571,Inactive Investor,Lindsay Fitzpatrick,Vice President - Investments and Financial Planning,"Old Mission Investment Company, LLC",fitzpatrick@omico.net,,Salesforce
11151812,Inactive Investor,Carl Boomhower,,"Raymond James Financial Services, Inc. Wayne NJ 502 Valley Rd",,,Salesforce
9575950,,Lacey Lee,,,barllogram@icloud.com,,List import
9647206,,Dean Frang,,,2one2crypto@gmail.com,,List import
11139152,Inactive Investor,Avtandil Surmava,Private Client Banker;Vice President,J.P. Morgan Securities LLC Concord NC 1255 Concord Pkwy N,avto.surmava@chase.com,,Salesforce
9587644,,Jason Wolters,,,wolters_jason@yahoo.com,,List import
9581809,,charles bruns,,,soma33333@gmail.com,,List import
11027849,Inactive Investor,James Grant,,"Allstate Financial Services, LLC Morgan Hill CA 17200 Monterey St",jamesgrant@allstate.com,,Salesforce
10841964,Inactive Investor,Danny Chan,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Philadelphia PA 100 N 18th St",danny.chan@ampf.com,,Salesforce
9565970,,Bradley White,,,whitey543@gmail.com,,List import
10997669,Inactive Investor,Amanda Burrows,Head - Retirement Planning;Wealth Advisor,Financial Insights,ashelley@financialinsights.net,,Salesforce
11238472,Inactive Investor,Bruce Schilling,,LionsBridge Wealth Management LLC,bruce@lbwm.net,,Salesforce
11023656,Inactive Investor,Timothy Osborne,,"FBL Marketing Services, LLC Johnston IA 5525 Merle Hay Rd",timothy.osborne@fbfs.com,,Salesforce
9601964,,Scott Chapman,,,scott@chapmaninvestment.com,,List import
10222746,,Nakul Chadha,,,nakulchadha.hitchhiker@gmail.com,,Web Form Fillout
337945,,John Underwood,Senior Managing Director,"Pfingsten Partners, L.l.c.",junderwood@pfingsten.com,312-222-8707,Manual List Upload
11176210,Inactive Investor,Tony Enebo,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11171314,Inactive Investor,Michael O'Reilly,,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,michael.oreilly@jpmorgan.com,,Salesforce
9549750,,Robert Steiner,,,rsteiner@latitudefinancial.net,,List import
10657615,,Giovanii Vega,,,giovanii.vega@chase.com,,List Import
50224,,Wesley Shindler,Compliance Officer,"Prospera Financial Services, Inc.",wshindler@prosperafinancial.com,972-581-3021,
11029723,Inactive Investor,Michael Mack,Financial Advisor,"Mack Investment Securities, Inc.",,,Salesforce
11158142,Inactive Investor,Jacob Mcfarlane,Team Lead,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
213435,,Maria Arsova,,[Unknown],maria.h.arsova@gmail.com,,Webinar
342246,,Bobby Brantley,,Summit Ventures Ltd.,bobby@sterlingoffshore.com,2484346940,Paid Search
10871382,Inactive Investor,Carolyn Weaver,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,carolyn_weaver@vanguard.com,,Salesforce
11108585,Inactive Investor,Sammer Miqbel,,"Raymond James Financial Services, Inc. Sun City AZ 10725 Grand Ave",sammer.miqbel@raymondjames.com,,Salesforce
9618688,,TOMOMI KAMO,,,youmei.715.ji@gmail.com,,List import
10957746,Inactive Investor,John Sini,Equity Analyst;Portfolio Manager;Principal,Douglas C. Lane & Associates,jsini@dclainc.com,,Salesforce
10794790,Inactive Investor,George Varas,Financial Advisor;Principal,LPL Financial LLC Chandler AZ 179 W Harrison St,george.varas@lpl.com,,Salesforce
11071416,Inactive Investor,Charles Baker,,"The Strategic Financial Alliance, Inc. Clemson SC 214 Frontage Rd",cbaker@thesfa.net,,Salesforce
10862813,Inactive Investor,William Boersma,,"ValMark Securities, Inc. Grand Rapids MI 1444 Michigan St NE",,,Salesforce
11074398,Inactive Investor,Richard Rysiewski,Owner,"Rysiewski, Richard R.",,,Salesforce
9604148,,JARED LIGHT,,,jlight@eaglegroupco.com,,List import
10963087,Inactive Investor,Alexandra Lundell,,Stephens Atlanta GA 3344 Peachtree Rd NE,alexandra.lundell@stephens.com,,Salesforce
10885015,Inactive Investor,Kaitlyn Wigman Childers,Financial Advisor,LPL Financial LLC Flagstaff AZ 305 E Cherry Ave,kaitlyn.wigman-childers@lpl.com,,Salesforce
9599341,,Greg Balliro,,,gballiro@prophetequity.com,,List import
238571,,m.honda@uedayagi-sec.co.jp Honda,,[Unknown],m.honda@uedayagi-sec.co.jp,,Direct
11175644,Inactive Investor,Jason Crowder,Financial Advisor;Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,jason.crowder@morganstanley.com,,Salesforce
10772536,Inactive Investor,Joseph Matis,Corporate Retirement Director;Financial Advisor;Senior Vice President - Wealth Management;Vice President,Morgan Stanley Indianapolis IN 111 Monument Cir,joseph.m.matis@morganstanley.com,,Salesforce
10826963,Inactive Investor,Travis Thompson,Financial Advisor,"Raymond James & Associates, Inc. Sycamore IL 605 Plaza Dr",,,Salesforce
11147192,Inactive Investor,Charlotte Fox,,"MML Investors Services, LLC Glen Allen VA 4551 Cox Rd",,,Salesforce
11148082,Inactive Investor,Thomas Cox,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,thomas.cox@fidelity.com,,Salesforce
9550291,,C Wayne Weart,,,weartcw@musc.edu,,List import
11066302,Inactive Investor,Stanley Zurawski,,"Cambridge Investment Research, Inc. Brookfield WI 2525 N 124th St",,,Salesforce
11150547,Inactive Investor,John Dickey,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Piedmont SC 104 Commons Blvd",john.dickey@tfaconnect.com,,Salesforce
9627587,,Terry Wood,,,terry.wood@hanetf.com,,List import
11000850,Inactive Investor,William Amsden,,"Principal Securities, Inc. Portland OR Private Residence",wamsden@ft.newyorklife.com,,Salesforce
10776686,Inactive Investor,Todd Bonime,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,todd.bonime@morganstanley.com,,Salesforce
10949314,Inactive Investor,Kimberly Springer,,State Farm VP Management Corp. Ebensburg PA 301 E High St,,,Salesforce
10618470,,Deepen Modi,,,dmodi@ifgrr.com,847) 559-0983,List Import
11126822,Inactive Investor,Nicholas Harris,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Salem IL 217 W Main St",nicholas.harris@benjaminfedwards.com,,Salesforce
10970947,Inactive Investor,Wassana Ford,,"Mutual of Omaha Investor Services, Inc. Irving TX 122 W John Carpenter Fwy",wassana.ford@mutualofomaha.com,,Salesforce
11111930,Inactive Investor,Christian Zelaya,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hoboken NJ 55 Washington St",christian.zelaya@ml.com,,Salesforce
11197021,Inactive Investor,Ryan Olson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",ryan.olson@bofa.com,,Salesforce
11171883,Inactive Investor,Michael Scott,,"Cambridge Investment Research, Inc. Des Plaines IL 2800 S River Rd",,,Salesforce
9622730,,Benjamin Casola,,,fenderbender633@gmail.com,,List import
11082334,Inactive Investor,Kara O'Connor,Financial Advisor,Edward Jones Omaha NE 12271 W Center Rd,kara.oconnor@edwardjones.com,,Salesforce
9626942,,ThankGod agbende,,,jw349423@gmail.com,,List import
11176189,Inactive Investor,Elena Volkova,,J.P. Morgan Securities LLC Houston TX 600 Travis St,elena.volkova@jpmorgan.com,,Salesforce
10618377,,John Rosencrans,,,john.rosencrans@ml.com,,List Import
10923698,Inactive Investor,Ryan Frimmel,,"Raymond James & Associates, Inc. Washington DC 801 17th St NW",ryan.frimmel@alexbrown.com,,Salesforce
11092411,Inactive Investor,Tamie Dudor,Senior Client Specialist,Robert W. Baird & Co. Incorporated,tdudor@rwbaird.com,,Salesforce
11075943,Inactive Investor,Brian Green,Chief Compliance Officer;Secretary,"Capital Management Group, Inc. Saint Charles IL 3809 Illinois Ave",brian@cmginconline.com,,Salesforce
371621,,asdfa sdfasdf,,Taiwan,asdf@a.com,,Salesforce
10766308,Inactive Investor,Michael Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11148821,Inactive Investor,Gregory Augustine,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Beachwood OH 25550 Chagrin Blvd,gregory.augustine@opco.com,,Salesforce
9620126,,Gene Provenzano Provenzano,,,gjzano@yahoo.com,,List import
11070390,Inactive Investor,Zachary Labroad,Financial Advisor,SageSpring Wealth Partners Omaha NE 15808 W Dodge Rd,zach.labroad@sagespring.com,,Salesforce
10826795,Inactive Investor,Scott Mahnken,Associate Vice President - Investments,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",scott.mahnken@raymondjames.com,,Salesforce
11102015,Inactive Investor,Tat Wah Chan,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",chan.alfred@principal.com,,Salesforce
10866176,Inactive Investor,Heidi Oates,,Vanguard Marketing Corporation,heidi_oates@vanguard.com,,Salesforce
11057766,Inactive Investor,Mark Blakeman,Financial Advisor,"Ameriprise Financial Services, LLC Asheville NC 2 Town Square Blvd",mark.k.blakeman@ampf.com,,Salesforce
11086353,Inactive Investor,Robert Smith,Financial Advisor,Edward Jones Missoula MT 1200 S Reserve St,bobby.smith@edwardjones.com,,Salesforce
11105662,Inactive Investor,Rebecca Offerdahl,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boise ID 800 W Main St",,,Salesforce
10885408,Inactive Investor,Aaron Harrel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10905994,Inactive Investor,James Chen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10933727,Inactive Investor,Stefan Hartung,Practice Manager,"Ameriprise Financial Services, LLC San Diego CA 4455 Morena Blvd",stefan.hartung@ampf.com,,Salesforce
10837351,Inactive Investor,Lisa Wagoner,Financial Advisor,LPL Financial LLC Ocean Springs MS 1001 Government St,lisa.wagonerd@lpl.com,,Salesforce
10786484,Inactive Investor,Jon Cleary,Financial Advisor;Insurance Planning Director;Portfolio Manager,Morgan Stanley Columbus OH 4449 Easton Way,jon.cleary@morganstanley.com,,Salesforce
2373902,,Yong Foo Kee,,,keay0112@hotmail.com,,
10859226,Inactive Investor,Mary Ballin,Wealth Manager,"Perigon Wealth Management, LLC",mballin@perigonwealth.com,,Salesforce
10662010,,Cory Gossard,,,cory.gossard@distillatecapital.com,,List Import
10923766,Inactive Investor,Chi Zhang,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,chi.zhang@jpmorgan.com,,Salesforce
9570909,,remi miche,,,mimiche@gmail.com,,List import
9583582,,Michaelle Montgomery,,,michaelle.montgomery@opco.com,,List import
9594993,,Winston Peterson,,,winston@i-spose.com,,List import
10617968,,Nora Hernandez,,,nora.hernandez@equitable.com,,List Import
11054909,Inactive Investor,David Oulvey,,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",david.oulvey@valic.com,,Salesforce
11147259,Inactive Investor,Keith Gentry,Vice President,"Citizens Securities, Inc. Medford MA 20 Cabot Rd",keith.gentry@ccoinvest.com,,Salesforce
11125304,Inactive Investor,Douglas Hammel,,"Allstate Financial Services, LLC Lafayette IN 401 S Earl Ave",douglashammel@allstate.com,,Salesforce
9574500,,Dan Berg,,,dan@producerschemical.com,,List import
9609470,,wei cui,,,firefox.cui@gmail.com,,List import
9596139,,Katherine Primas,,,katherine.primas@dodgeandcox.com,,List import
10620038,,Teisha Stewart,,,tstewart@firstsecurebank.com,,List Import
10899368,Inactive Investor,Kevin Nolan,Financial Advisor,"Essex Financial Services, Inc. Southport CT 30 Jelliff Ln",knolan@essex.financial,,Salesforce
10947173,Inactive Investor,Brittany Rothdiener,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10992798,Inactive Investor,Megan Grip,,Goldman Sachs & Co.,,,Salesforce
10775502,Inactive Investor,Julie Shank,,J.P. Morgan Securities LLC Boston MA 160 Federal St,julie.shank@jpmorgan.com,,Salesforce
10874281,Inactive Investor,Jonathan Wickersheim,Financial Advisor,Edward Jones Hendersonville TN 100 Bluegrass Commons Blvd,jonathan.wickersheim@edwardjones.com,,Salesforce
9623765,,Sergey Gurkin,,,gurkinsergeymail@gmail.com,,List import
10898617,Inactive Investor,Sean Petersen,,"First Command Brokerage Services, Inc.",sdpetersen@firstcommand.com,,Salesforce
341458,,Peter Hunter,Managing Director,Artemis Capital Partners,phunter@artemislp.com,857-327-5606,Manual List Upload
9573220,,Samantha Algaze,,,salgaze@elliottmgmt.com,,List import
10977910,Inactive Investor,David Miller,,"Steward Partners Investment Solutions, LLC Nashville TN 555 Marriott Dr",,,Salesforce
10850516,Inactive Investor,Alex Svensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,alex.svensen@fidelity.com,,Salesforce
11165502,Inactive Investor,Sergio Teijelo,Senior Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,sergio.teijelo@citi.com,,Salesforce
11221545,,Joaquin Frances,,,jfrances@borealcm.com,,List Import
10845180,Inactive Investor,Anthony Kippins,Chief Compliance Officer;Managing Member;Principal,Retirement Plan Advisors Ltd,rpa@rpadvisorsllc.com,,Salesforce
9597698,,Eric Kemp,,,kexped1@icloud.com,,List import
9542095,,QIU W,,,1343490989@qq.com,,List import
10894969,Inactive Investor,Richard Gottlieb,,"Grove Point Investments, LLC Owings Mills MD 66 Painters Mill Rd",rgottlieb@hbeckinc.com,,Salesforce
9647887,,Ken Shipley,,,kenshipley@hotmail.com,,List import
341997,,Jason Mclane,Limited Partner,Lime Rock,jmclane@lrpartners.com,203-293-2750,Manual List Upload
9553411,,Parvez Howlader,,,parvez@voyafa.com,,List import
9604314,,Mofiz Uddin,,,mofizuddin8841@gmail.com,,List import
11140521,Inactive Investor,Ledawn Gries,Director,"Mutual of Omaha Investor Services, Inc. Henderson NV Private Residence",ledawn.gries@mutualofomaha.com,,Salesforce
10884127,Inactive Investor,Russell Talone,,"Osaic Wealth, Inc. Collegeville PA 3801 Germantown Pike",,,Salesforce
10995329,Inactive Investor,Sami Shbeeb,Chief Compliance Officer;Chief Executive Officer,"Terraform Wealth, LLC",,,Salesforce
11124937,Inactive Investor,Daniel Soshnik,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",danny.soshnik@wellsfargoadvisors.com,,Salesforce
11111067,Inactive Investor,Amy Allen,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Clinton TN 139 S Charles G Seivers Blvd",amy.s.allen@ampf.com,,Salesforce
350490,,Benjamin Griswold,Board Director,"Brown Advisory Securities, Llc",bgriswold@brownadvisory.com,410-537-5400,Manual List Upload
10970949,Inactive Investor,William Speier,,State Farm VP Management Corp. Watertown SD 314 4th St NE,bill.speier.vaajyq@statefarm.com,,Salesforce
227570,, -,,[[Unknown]],yangyaoyua@gmail.com,,Direct
11055760,Inactive Investor,William Hottenstein,Private Wealth Advisor;Senior Portfolio Management Director;Workplace Advisor - Equity Compensation,Morgan Stanley Conshohocken PA 100 Front St,troy.hottenstein@morganstanleypwm.com,,Salesforce
10842516,Inactive Investor,Robin Woodell,Financial Planner,"Hornor, Townsend & Kent, LLC Charlotte NC 13777 Ballantyne Corporate Pl",rwoodell@htk.com,,Salesforce
10789480,Inactive Investor,Wallace Fisher,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",wfisher@tiaa-cref.org,,Salesforce
11022870,Inactive Investor,Jared Smith,Client Service Associate,Citigroup Global Markets Inc. New York NY 170 W 72nd St,,,Salesforce
11191096,Inactive Investor,Elizabeth Veatch,,"Raymond James Financial Services, Inc. Seymour IN 1010 W 2nd St",elizabeth.veatch@raymondjames.com,,Salesforce
11054011,Inactive Investor,Michele Tellstone,Chief Compliance Officer;Project Manager,"MinichMacGregor Wealth Management, LLC",michele@mmwealth.com,,Salesforce
10914658,Inactive Investor,Noah Baum,,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
11064927,Inactive Investor,Laurie Meissner,Client Service Associate,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",laurie.meissner@ampf.com,,Salesforce
11208669,Inactive Investor,David Petz,Financial Consultant,Thrivent Investment Management Inc. Tucson AZ 5930 E Pima St,david.petz@thrivent.com,,Salesforce
10985428,Inactive Investor,Joseph Buff,,"Farmers Financial Solutions, LLC Chelsea AL 109 Foothills Pkwy",jbuff@farmersagent.com,,Salesforce
3125238,,Jessica Pinner,,,jessicapinner14@gmail.com,,
10950845,Inactive Investor,Rodney Driscoll,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11043236,Inactive Investor,Kerry Luehrs,,LPL Financial LLC Carlisle PA 43A Brookwood Ave,,,Salesforce
10985298,Inactive Investor,Richard Blacharski,,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",,,Salesforce
10958033,Inactive Investor,Brian Quick,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
11179498,Inactive Investor,Patricia Solge,,"Cambridge Investment Research, Inc. Wilmington DE Private Residence",,,Salesforce
9635004,,Kathy Lowe,,,klowe@kmcapitalmgt.com,,List import
11027682,Inactive Investor,John Mchugh,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,jmchugh@primerica.com,,Salesforce
11107254,Inactive Investor,Jennifer Gelineau,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",jennifer.gelineau@ml.com,,Salesforce
82695,,David Short,,"MML Investors Services, LLC",davidshort@financialguide.com,770-390-1506,
11029904,Inactive Investor,Elizabeth Mathis,,NYLIFE Securities LLC Paris TN Private Residence,ewatkins@ft.newyorklife.com,,Salesforce
10862425,Inactive Investor,Darlene Bee,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",darlene.bee@rbc.com,,Salesforce
9590939,,T Boo,,,tbooks55555@gmail.com,,List import
11171366,Inactive Investor,Dianna Watson,,PFS Investments Inc. Santa Fe NM 700 W San Mateo Rd,diannacwatson@primerica.com,,Salesforce
10836846,Inactive Investor,Gari Semon,,Cetera Financial Specialists LLC Rochelle Park NJ 201 W Passaic St,gari.semon@ceterafs.com,,Salesforce
9603845,,KELI CALLAGHAN,,,keli@algorand.com,,List import
10796973,Inactive Investor,Carl Anderson,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",carl.s.anderson@ampf.com,,Salesforce
11154079,Inactive Investor,Chesley Phelps,Financial Advisor,"Ameriprise Financial Services, LLC Lubbock TX 4411 98th St",ches.phelps@ampf.com,,Salesforce
10774454,Inactive Investor,Thomas Sweeney,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,thomas.j.sweeney@jpmorgan.com,,Salesforce
10883930,Inactive Investor,Ashley Richards,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",ashley.richards@raymondjames.com,,Salesforce
11022211,Inactive Investor,Seth Albeck,Senior Wealth Strategy Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,seth.albeck@ubs.com,,Salesforce
11087648,Inactive Investor,Joshua Waller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",joshua.waller@ml.com,,Salesforce
10962766,Inactive Investor,Marva Ratliff,,Edward Jones Saint Charles MO Private Residence,marva.ratliff@edwardjones.com,,Salesforce
10860671,Inactive Investor,Michael Law,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 27319 Hawthorne Blvd,michael.d.law@jpmorgan.com,,Salesforce
9598599,,Bradley Dicks,,,bradley.dicks@hansonmcclain.com,,List import
11017039,Inactive Investor,Matthew Schubert,,"American Fidelity Securities, Inc.",,,Salesforce
9643235,,Mark Diblasi,,,markdiblasi@gmail.com,,List import
10974450,Inactive Investor,Kozue Wang,,LPL Financial LLC San Jose CA 160 W Santa Clara St,kozue.wang@lpl.com,,Salesforce
9542840,,David Maas,,,dmaas@financialguide.com,,List import
9590822,,Sacha Weizman,,,sachaweizman2@hotmail.fr,,List import
10823390,Inactive Investor,Nadine Wong,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,nadine.wong@morganstanley.com,,Salesforce
11153621,Inactive Investor,Monica Whitehead,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11102590,Inactive Investor,Ronald Richardson,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,,,Salesforce
9624193,,Philip Smith,,,philip@vonzieg.com,,List import
10961694,Inactive Investor,Brendan Rorke,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,brendan.rorke@fidelity.com,,Salesforce
10936970,Inactive Investor,Maurice Atkins,Chief Financial Officer,Timonier Winston Salem NC 121 Reynolda Vlg,,,Salesforce
10973696,Inactive Investor,Abram Mccarty,Financial Advisor,Morgan Stanley Dublin OH 545 Metro Pl S,abram.mccarty@morganstanley.com,,Salesforce
95472,,Aditya Sambhy,,self,adityasambhy@yahoo.com,9891190202,
10833772,Inactive Investor,Keith Hering,Managing Director,Kennedy Investment Group,keith@kennedyinvestmentgroup.com,,Salesforce
2156610,,Jeff Fleitman,,[Unknown],jefffleitman@yahoo.com,,
9615101,,Abhay Ram,,,twuchandigarh@gmail.com,,List import
11239004,Inactive Investor,Kobi Rozengarten,,Jvp,kobi@jvpstudio.com,,Salesforce
10756357,Inactive Investor,Paul McGeary,,Morgan Stanley San Francisco CA 555 California St,paul.mcgeary@morganstanley.com,,Salesforce
9557429,,Jason Long,,,jasonplong@me.com,,List import
10645220,,Michael McDermott,,,michael.j.mcdermott@citi.com,,List Import
10950597,Inactive Investor,Monica Alsobrook,,PFS Investments Inc. Griffin GA 1454 Williamson Rd,monicaalsobrook@primerica.com,,Salesforce
211736,,Jaymie Bradford,COO,San Diego Regional Chamber,jbradford@sdchamber.org,,Content
10657493,,James Danko,,,jim.danko.g92y@statefarm.com,,List Import
9631270,,Robert Fazen,,,fazen@yahoo.com,,List import
11132077,Inactive Investor,Tsankuen Wang,,"Transamerica Financial Advisors, Inc Saratoga CA 1821 Saratoga Ave",tsankuen.wang@tfaconnect.com,,Salesforce
10928709,Inactive Investor,Douglas Zeigler,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,doug.zeigler.ud18@statefarm.com,,Salesforce
10780030,Inactive Investor,Meghan Thornton,,Goldman Sachs & Co. Boston MA 125 High St,meghan.lee@gs.com,,Salesforce
11172280,Inactive Investor,Michael Tison,Financial Advisor,"Ameriprise Financial Services, LLC Harrisburg IL 37 S Main St",michael.tison@ampf.com,,Salesforce
11158676,Inactive Investor,David Brechbuhl,,Cetera Investment Services LLC Indianapolis IN 8711 River Crossing Blvd,david.brechbuhl@ceterais.com,,Salesforce
10975641,Inactive Investor,Marc Bassuk,Relationship Banker,J.P. Morgan Securities LLC Garden City NY 82 7th St,marc.bassuk@chase.com,,Salesforce
10617649,,Dan Shaner,,,ddshaner@financialguide.com,,List Import
10927609,Inactive Investor,Steven Schmitmeyer,,"W&S Brokerage Services, Inc. Celina OH 804 E Wayne St",steven.schmitmeyer@wslife.com,,Salesforce
11106200,Inactive Investor,Patricia Zapsky,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC State College PA 2134 Sandy Dr",patricia.a.zapsky@ampf.com,,Salesforce
11114765,Inactive Investor,Jeffrey Corporan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",jeffrey.corporan@ml.com,,Salesforce
11120802,Inactive Investor,Joseph Manzella,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joseph.m.manzella@jpmorgan.com,,Salesforce
10899396,Inactive Investor,Ismail Kioko,Senior Client Service Associate,Morgan Stanley Coral Springs FL 2825 N University Dr,,,Salesforce
340672,,Eric Balentine,Partner,Moss Adams Wealth Advisors Llc,eric.balentine@mossadams.com,206-302-6500,Manual List Upload
10940359,Inactive Investor,Faith Fellowsrucker,,"Wells Fargo Clearing Services, LLC Mill Valley CA 800 Redwood Hwy Frontage Rd",faith.a.rucker@wellsfargo.com,,Salesforce
11003461,Inactive Investor,Conner Buckley,,J.P. Morgan Securities LLC Chicago IL 902 N State St,conner.buckley@jpmorgan.com,,Salesforce
10831780,Inactive Investor,Spencer Way,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",spencer.way@nm.com,,Salesforce
11044732,Inactive Investor,Todd Feldman,Financial Advisor,LPL Financial LLC Flower Mound TX Private Residence,t.feldman@lpl.com,,Salesforce
11056059,Inactive Investor,Tyler Smith,Regional Compliance Officer,"Horace Mann Investors, Inc.",tyler.smith@horacemann.com,,Salesforce
10878211,Inactive Investor,Michael Colon,,J.P. Morgan Securities LLC Oakland NJ 345 Ramapo Valley Rd,michael.e.reillo@jpmorgan.com,,Salesforce
11014981,Inactive Investor,Samantha Williams,,PFS Investments Inc. Valparaiso IN 952 S State Road 2,,,Salesforce
10488073,,Stacey Fikes,Member,"Vision Research, LLC",sfikes@visionro.com,,List Import
11120940,Inactive Investor,Kajetan Sikorski,,Goldman Sachs & Co.,,,Salesforce
532,,,,,cristina244@sina.com,,
10991341,Inactive Investor,Gregory Smith,,"Allstate Financial Services, LLC Albany NY 98 Everett Rd",,,Salesforce
10763926,Inactive Investor,Garrison Lickle,Director;Vice Chairman,"Chilton Investment Services, LLC",,,Salesforce
10659459,,Kevin Beck,,,kbeck@calamos.com,,List Import
11054694,Inactive Investor,Pierre Gomez,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
144406,,David Apalategui,,NA,mind808crime@gmail.com,8089900433,Paid Social
10806469,Inactive Investor,Suzanne Jackson,Client Specialist,Robert W. Baird & Co. Incorporated Durango CO 1099 Main Ave,sjackson@rwbaird.com,,Salesforce
9577952,,Brent Thomas,,,bjthomas09@gmail.com,,List import
88584,,David Coyne,Elected Manager,Strategic Advisers Llc,david.coyne@fidelity.com,617-563-7000,Manual List Upload
10962050,Inactive Investor,Samvit Nangali,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,samvit.nangali@leerink.com,,Salesforce
10899620,Inactive Investor,Benjamin Grossman,,Goldman Sachs & Co.,,,Salesforce
9558184,,jo den,,,vcicbr@spacehotline.com,,List import
10943848,Inactive Investor,Shannon Crofoot,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10981088,Inactive Investor,Julie Grey,Private Wealth Advisor,Tradition Wealth Management LLC,julie.grey@traditionwealth.com,,Salesforce
10796689,Inactive Investor,Norberto Frassa,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,norbert.frassa@morganstanley.com,,Salesforce
11193373,Inactive Investor,Frances Edwards,,"Sunbelt Securities, Inc.",,,Salesforce
9566331,,Ramon Pascual,,,ropgm@yahoo.com,,List import
10933998,Inactive Investor,Mary Smith,,PFS Investments Inc. Duluth GA 6340 Sugarloaf Pkwy,,,Salesforce
11002871,Inactive Investor,Hugo Mujica Venero,,J.P. Morgan Securities LLC New York NY 35 E 72nd St,hugo.mujica-venero@jpmorgan.com,,Salesforce
11116706,Inactive Investor,Danilo Santillan,,PFS Investments Inc. Chicago IL 3300 W Peterson Ave,danilo.santillan@primerica.com,,Salesforce
10523750,,ANDREW BITLER,,,draxer03@hotmail.com,,Web Form Fillout
11017695,Inactive Investor,Youngky Hermanto,,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",youngky.hermanto@tfaconnect.com,,Salesforce
10954100,Inactive Investor,Jared Anderton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11043965,Inactive Investor,Max Filbeck,Private Wealth Manager,Creative Planning Tampa FL Private Residence,max.filbeck@creativeplanning.com,,Salesforce
9644258,,chan room,,,soobinsbowl@gmail.com,,List import
9612290,,Robert Bruce,,,jbruce@ameritech.net,,List import
9560088,,Richard Farrell,,,rchfarrell800@gmail.com,,List import
10940917,Inactive Investor,Hank Ching,,"Fortune Securities, Inc.",,,Salesforce
11203055,Inactive Investor,Taylor Dennis,Regulatory Contact;Shareholder;Vice President,"Altius Financial, Inc.",taylor@altiusfinancial.com,,Salesforce
11110985,Inactive Investor,Jay Mccormick,Managing Member;Member;Regulatory Contact,"Helm Investment Management, LLC",,,Salesforce
10798975,Inactive Investor,Dana Green,,"Herbert J. Sims & Co, Inc. Boca Raton FL 2700 N Military Trl",dgreen@hjsims.com,,Salesforce
10988499,Inactive Investor,Joao Pires,,J.P. Morgan Securities LLC Eastchester NY 360 White Plains Rd,,,Salesforce
10962944,Inactive Investor,Darrell Gotz,,PFS Investments Inc. Washington MI 59225 Van Dyke Rd,dgotz@primerica.com,,Salesforce
11138920,Inactive Investor,Lisette Vizcarrondo Perez,,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",lisette.vizcarrondo@ampf.com,,Salesforce
11083686,Inactive Investor,Ronald Selik,,Cetera Advisors LLC Franklin MI 30100 Telegraph Rd,,,Salesforce
11140562,Inactive Investor,Valerica Nistor,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",valerica_nistor@ml.com,,Salesforce
11012043,Inactive Investor,Jackson Darby,,Perella Weinberg Partners LP,jdarby@pwpartners.com,,Salesforce
11085204,Inactive Investor,Melissa Levin,,LPL Financial LLC Orange CA 2520 N Santiago Blvd,melissa.levin@lpl.com,,Salesforce
9605888,,Jon-paul Brown,,,jbrown@reliance-financial.com,,List import
141278,,Steven Minninger,,[Unknown],steve@wayptwealth.com,,source
10985629,Inactive Investor,Cathy Chapman,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
9566706,,Teun van der Velden,,,teunvdvelden@gmail.com,,List import
11105829,Inactive Investor,Jim Kottoor,Account Executive;Managing Director,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,jim.kottoor@ubs.com,,Salesforce
10850466,Inactive Investor,Jeffrey Lindsay,Investment Advisor Representative;Member,"Peterson Wealth Advisors, LLC",jeff@petersonwealth.com,,Salesforce
10796486,Inactive Investor,Jeffrey English,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,jeffrey.english@morganstanley.com,,Salesforce
11070049,Inactive Investor,Robert Keefer,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,robert.keefer@jpmorgan.com,,Salesforce
11132378,Inactive Investor,Damon Ridley,,Householder Group Estate & Retirement Specialists Bowie MD 16701 Melford Blvd,dridley@householdergroup.com,,Salesforce
11036798,Inactive Investor,Tamara Thompson,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,tamara.thompson.rz0m@statefarm.com,,Salesforce
11186775,Inactive Investor,Thomas Smith,,PFS Investments Inc. Southfield MI 24123 Greenfield Rd,,,Salesforce
10975155,Inactive Investor,Shira Katsir,,"HighTower Securities, LLC",skatsir@hightoweradvisors.com,,Salesforce
11108207,Inactive Investor,Caleb Morris,Financial Advisor,"Ameriprise Financial Services, LLC Yuba City CA 1510 Poole Blvd",caleb.morris@ampf.com,,Salesforce
11181391,Inactive Investor,Daniel O'Mara,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",,,Salesforce
11230888,Inactive Investor,Trevor Johnson,Wealth Strategist,LPL Financial LLC Inver Grove Heights MN 2906 Upper 55th St,trevor.a.johnson@lpl.com,,Salesforce
9572833,,wayne quiroz,,,wayne.quiroz@gmail.com,,List import
10907535,Inactive Investor,Ronnie Soto,,Cetera Advisors LLC Salem OR 350 Mission St SE,,,Salesforce
11017704,Inactive Investor,Matthew Medlock,,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",mmedlock@brokersifs.com,,Salesforce
11143923,Inactive Investor,Aaron Blumenthal,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",aaron.blumenthal@ml.com,,Salesforce
11089611,Inactive Investor,Corrin Trowbridge,,"Farmers Financial Solutions, LLC San Bruno CA 680 Jenevein Ave",ctrowbridge@farmersagent.com,,Salesforce
11193350,Inactive Investor,Sarah Han,,PFS Investments Inc. Sterling VA 22636 Glenn Dr,sarah.han@primerica.com,,Salesforce
10908276,Inactive Investor,Jaymi Wessell,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,jaymiwessell@statefarm.com,,Salesforce
10795153,Inactive Investor,Max Aten,,"Kestra Investment Services, LLC Springfield IL 3048 Spring Mill Dr",,,Salesforce
10494101,,Wilson Huang,,DRW,whuang@cumberland.io,,List Import
340689,,Ivan Pirzada,Senior Vice President,Brown Brothers Harriman Mutual Fund Advisory Depar,ivan.pirzada@bbh.com,212-483-1818,Manual List Upload
11213314,Inactive Investor,Vivian Villers,,Sigma Financial Corporation Northbrook IL 910 Skokie Blvd,vjvillers@sigmarep.com,,Salesforce
9561594,,Jie Zhou,,,glactic_william@hotmail.com,,List import
9577097,,Janet Wallace,,,janetwallace300@gmail.com,,List import
10793554,Inactive Investor,Julio Soto,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,julio.soto@primerica.com,,Salesforce
10489346,,Scott Vehslage,"Financial Advisor, Managing Director - Investments",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,scott.vehslage@ubs.com,469-440-0561,List Import
11034067,Inactive Investor,Jason Bessing,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10801372,Inactive Investor,Mark Gopen,,"Cambridge Investment Research, Inc. Great Neck NY 107 Northern Blvd",,,Salesforce
11292282,Inactive Investor,Skyler Borgman,,CAPTRUST,skyler.borgman@captrust.com,,Salesforce
10619918,,Michael Busch,,,mbusch@burlingbank.com,,List Import
9608210,,Evgenii Golovko,,,new.new.new14@mail.ru,,List import
11066094,Inactive Investor,Kenneth Martin,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
9638282,,Craig Huie,,,craig.huie@ucop.edu,,List import
10806767,Inactive Investor,Saman Asrari,,"Raymond James Financial Services, Inc. Fort Collins CO 155 Boardwalk Dr",saman.asrari@raymondjames.com,,Salesforce
10596526,,Diane Robinson,,,jrobinson@innovationpartnersllc.com,,Web Form Fillout
11174848,Inactive Investor,Nicholas Pederson,Financial Advisor,Edward Jones Hutchinson MN 65 Hassan St SE,nick.pederson@edwardjones.com,,Salesforce
9544839,,Susanna Han,,,susanna@sentryadv.com,,List import
11111057,Inactive Investor,Jason Deibert,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 5420 Wade Park Blvd",jason.g.deibert@ampf.com,,Salesforce
10951324,Inactive Investor,An Qi Li,Assistant Vice President - Risk Management,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11126279,Inactive Investor,Tracey Czopek,,"Raymond James & Associates, Inc.",tracey.czopek@raymondjames.com,,Salesforce
10855470,Inactive Investor,John Stapleton,,"Spartan Capital Securities, LLC Garden City NY 595 Stewart Ave",jstapleton@spartancapital.com,,Salesforce
10850165,Inactive Investor,Patrick Dooley,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,"Adirondack Capital Advisors, LLC",pdooley@adirondackadvisors.com,,Salesforce
10932392,Inactive Investor,Rupal Mehta,Partner,Coordinate Wealth,,,Salesforce
207026,,Steven Haggerty,,[Unknown],stevenhaggerty1@gmail.com,,Organic Search
10882715,Inactive Investor,Kameron Troxell,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Carmel IN 10495 N Michigan Rd,kameron.troxell@jpmorgan.com,,Salesforce
11040473,Inactive Investor,Frederick Schaeffer,Financial Services Executive,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
11058082,Inactive Investor,Sara Haslam,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11086604,Inactive Investor,Kenyon Tadlock,Financial Advisor,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",kenyon.tadlock@equitable.com,,Salesforce
11074865,Inactive Investor,Mary McCourt,Owner,Westfield Financial Planning,marycaye@westfieldfinancialplanning.com,,Salesforce
10615698,,Jeffery Brin,,,jeffery.s.brin@chase.com,,List Import
9549183,,Robert Mendelson,,,rmendelson@venorcapital.com,,List import
10823585,Inactive Investor,Roger Lovelady,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",loveladyr@stifel.com,,Salesforce
351596,,Frank Cacace,Vice President,Graycliff Partners Lp,fcacace@graycliffpartners.com,212-300-2910,Manual List Upload
10984800,Inactive Investor,William Monroe,Investment Advisor,"Callahan Advisors, LLC",,,Salesforce
9558815,,Lloyd Brown,,,l.browniii@yahoo.com,,List import
10858409,Inactive Investor,John Pettigrew,,Cetera Financial Specialists LLC Milledgeville GA 150 Roberson Mill Rd NE,derek.pettigrew@ceterafs.com,,Salesforce
11022671,Inactive Investor,Malik Bauer,,Deutsche Bank Securities Inc.,malik@deutschewealth.com,,Salesforce
10899296,Inactive Investor,Michael Howell,Chief Compliance Officer;Financial Advisor;Owner;President;Shareholder,"Blom & Howell Financial Planning, Inc.",michael@blomandhowell.com,,Salesforce
10755966,Inactive Investor,John Boukamp,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",jw.boukamp@ml.com,,Salesforce
10858744,Inactive Investor,Robert Rudakas,,State Farm VP Management Corp. Valparaiso IN 835 Lincolnway,rob.rudakas.ne79@statefarm.com,,Salesforce
10514163,,Slavik Viner,,,slavik@namelogic.com,,List Import
10964818,Inactive Investor,Zachary Barton,Chief Compliance Officer;Financial Planner;Founder;Owner,Barton Financial Group LLC,zach@bfgtx.com,,Salesforce
11179690,Inactive Investor,Drew Brown,First Vice President - Investments,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",drew.brown@raymondjames.com,,Salesforce
10656667,,Carlos Mendez,,,carlos.mendez@jpmorgan.com,,List Import
9624950,,Rod Hale,,,guluarte@gmail.com,,List import
10902054,Inactive Investor,Andrew Locke,,"Raymond James Financial Services, Inc. Tulsa OK 1343 E 71st St",andrew.locke@raymondjames.com,,Salesforce
10612810,,Jonathan London,Financial Advisor,,jonathan.s.london@ampf.com,,List Import
10611299,,Matthew Tackman,"Senior Vice President, Wealth Management Advisor",,matthew_tackman@ml.com,,List Import
116524,,Gina Suchanek,Client Contact Center Staffing Coordinator,"Principal Securities, Inc.",suchanek.gina@principal.com,515-247-0601,
11123915,Inactive Investor,Chad Sturtz,Vice President,"Principal Securities, Inc. Naperville IL Private Residence",sturtz.chad@principal.com,,Salesforce
9614505,,John Gentry,,,johngentry00@gmail.com,,List import
11054914,Inactive Investor,Alexander Roliczek,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
338899,,Heather Morgan,Information Services Specialist,"John G. Ullman & Associates, Inc",morganh@jgua.com,607-936-3785,Manual List Upload
10824821,Inactive Investor,Ronald Price,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,rdprice@ft.newyorklife.com,,Salesforce
10874672,Inactive Investor,Daniel Petersen,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 1530 Greenview Dr SW",dan.petersen@ampf.com,,Salesforce
10809682,Inactive Investor,Stephanie Brown,Senior Financial Associate;Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",stephanie.l.brown@rbc.com,,Salesforce
10606644,,Richard Weaver,"National Director, Senior Portfolio Manager, Wealth Strategist",AllianceBernstein L.P.,richard.weaver@bernstein.com,212-969-1000,List Import
11080878,Inactive Investor,Brad Kirchenbaum,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",brad.j.kirchenbaum@ml.com,,Salesforce
339478,,Kristin Balistreri,"Director, Client, Business Development","Poehling Capital Management, Inc.",kebalistreri@poehlingcapital.com,608-664-9600,Manual List Upload
10923664,Inactive Investor,Jackey Webb,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Waynesville NC 196 Walnut St",jack.webb@firstcitizens.com,,Salesforce
9611603,,Robert Diaz,,,diazrobertroy@gmail.com,,List import
11192197,Inactive Investor,Amandeep Toor,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,8wgpx@primerica.com,,Salesforce
11168058,Inactive Investor,Bryan Vandergriff,Senior Wealth Strategy Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,bryan.vandergriff@ubs.com,,Salesforce
9628193,,Julie Young-Sedillo,,,julie.young-sedillo@cruxwealth.com,,List import
9616489,,David Kaiser,,,dakaiser5@comcast.net,,List import
10954698,Inactive Investor,David Calderon,,LPL Financial LLC Melville NY 445 Broadhollow Rd,dave.calderon@lpl.com,,Salesforce
338623,,Jose Carrillo,Member,Barnett Capital Advisors Llc,jose.carrillo@barnettcapitaladvisors.com,305-328-8538,Manual List Upload
10799557,Inactive Investor,Mark Rowe,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Jonesboro AR 909 Windover Rd",mark.rowe@wellsfargoadvisors.com,,Salesforce
10856434,Inactive Investor,Mark Duffy,Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,markduffy@janney.com,,Salesforce
11095447,Inactive Investor,Thomas Dickey,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
76771,,Anchih Wang,"Investment Advisor, Investment Manager",Fisher Investments,a.wang@fi.com,,
241545,,Letitia Johnson,,Amherst College Office of Investments,ljohnson@amherst.edu,(413) 542-5701,Database Upload
10881067,Inactive Investor,Matthew Macdougall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.macdougall@fidelity.com,,Salesforce
11176618,Inactive Investor,Kurt Klingenberg,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",kurt.klingenberg@raymondjames.com,,Salesforce
10893674,Inactive Investor,Nelson Schrader,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 5136 Cascade Rd SE",nelson.schrader@ampf.com,,Salesforce
11027824,Inactive Investor,Erik Lillibridge,Private Wealth Advisor,"Osaic FA, Inc. Hartford CT 350 Church St",erik.lillibridge@lfg.com,,Salesforce
3187165,,James S Withem,,None disabled,justbnme@duck.com,5013814063,Web Form Fillout
202159,,Richard Kalina,,"Diversified Wealth Strategies, LLC",monymgr@gmail.com,(315) 579-8888,Paid Search
10938957,Inactive Investor,Kurt Butler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11074374,Inactive Investor,Michael Poe,Member;Regulatory Contact,"Connected Wealth Solutions, LLC",,,Salesforce
372737,,Peter Viavant,,[Unknown],peterviavant@hotmail.com,,source
10993283,Inactive Investor,Andriy Stepanyants,,Jefferies LLC,astepanyants@jefferies.com,,Salesforce
11165767,Inactive Investor,Perry Melnick,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 2750 W Coast Hwy",perry.i.melnick@wellsfargo.com,,Salesforce
10936764,Inactive Investor,Timothy Carpenter,,State Farm VP Management Corp. Montrose PA 16559 State Rte 706,tim.carpenter.r741@statefarm.com,,Salesforce
10815422,Inactive Investor,Mark Hogan,Financial Advisor,Prime Capital Financial,mhogan@pciawealth.com,,Salesforce
9582498,,James Perri,,,jperri@fiai.com,,List import
10792814,Inactive Investor,Peyton Arana,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",peyton.arana@ml.com,,Salesforce
11089548,Inactive Investor,Carolyn Plotkin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",carolyn_plotkin@ml.com,,Salesforce
9642631,,Ale A,,,ales@anzelak.si,,List import
10833993,Inactive Investor,Dean Weaver,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",dean.weaver@ampf.com,,Salesforce
11157308,Inactive Investor,Michael Poponyak,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",poponyakm@stifel.com,,Salesforce
11122286,Inactive Investor,Alexandra White,Branch Operations Specialist;Client Service Associate,"Raymond James & Associates, Inc. Annapolis MD 2077 Somerville Rd",alexandra.white@alexbrown.com,,Salesforce
10898261,Inactive Investor,Marci Womack,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10975790,Inactive Investor,Charles Nichols,Chief Compliance Officer;Investment Advisor;Managing Director,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",chad.nichols@schwab.com,,Salesforce
10994576,Inactive Investor,Tyler Burthay,,"Pruco Securities, LLC. Kokomo IN 3115 S Webster St",tyler.burthay@prudential.com,,Salesforce
9612558,,Deborah Feldman,,,dfeldman@hightoweradvisors.com,,List import
9595418,,Sarah Marks,,,sarah.marks@stewardpartners.com,,List import
11165416,Inactive Investor,Michael Cahill,,Goldman Sachs & Co.,michael.cahill@gs.com,,Salesforce
332500,,Brad Dobson,,[Unknown],brad@clearwater.com,,Direct
10987115,Inactive Investor,Carter Reese,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",,,Salesforce
337526,,Mike Messmer,Investment Consultant,"Golden Reserve Ria, Llc",mikem@goldenreserve.com,855-456-4777,Manual List Upload
337147,,Jack Ketover,Director,P&a Capital Advisors,jketover@peyalex.com,212-764-6455,Manual List Upload
9647981,,larry Hiller,,,watermanlarry@gmail.com,,List import
10619994,,Gregory Davis,,,gregdavis1226@yahoo.com,,List Import
10947703,Inactive Investor,Toyin Daranijoh,,PFS Investments Inc. Kalamazoo MI 6376 Quail Run Dr,tdaranijoh@primerica.com,,Salesforce
10762843,Inactive Investor,Robert Skloff,Financial Professional,"MML Investors Services, LLC Boston MA 280 Congress St",rskloff@financialguide.com,,Salesforce
11014368,Inactive Investor,Mary Ann Rothan,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,mrothan@primerica.com,,Salesforce
11143413,Inactive Investor,Gilbert Talana,,"Transamerica Financial Advisors, Inc Glendale CA 425 W Broadway",gilbert.talana@tfaconnect.com,,Salesforce
11184473,Inactive Investor,Shawn Stressman,Chief Compliance Officer,Convert Financial Services LLC Mt Pleasant MI 3265 Hilltop Ln,,,Salesforce
10985785,Inactive Investor,Shaitek Rogers,,J.P. Morgan Securities LLC South Charleston WV 505 D St,shaitek.rogers@jpmorgan.com,,Salesforce
10977947,Inactive Investor,Vikram Atluri,,Vanguard Marketing Corporation,vikram_atluri@vanguard.com,,Salesforce
10815974,Inactive Investor,Clifford Harris,,"Osaic Wealth, Inc. Noblesville IN Private Residence",clifford.harris@osaic.com,,Salesforce
9647411,,Jennifer Elizabeth,,,jennifer.liebert@securiannd.com,,List import
11040238,Inactive Investor,Maria De Lima Velez,Director - Operations,Arete Advisors,,,Salesforce
11149694,Inactive Investor,Daniel Cazac,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,daniel.cazac@fidelity.com,,Salesforce
10854900,Inactive Investor,Alexander Stern,,"PHX Financial, Inc. Hauppauge NY 150 Motor Pkwy",astern@phoenixinc.com,,Salesforce
10808510,Inactive Investor,Matthew Szymanski,Senior Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",matthew_szymanski@ml.com,,Salesforce
10806682,Inactive Investor,Melissa Buchholz,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",melissa.buchholz@ml.com,,Salesforce
11027142,Inactive Investor,Marissa Sandoval,,PFS Investments Inc. Las Vegas NV 9205 W Russell Rd,marissa.sandoval@primerica.com,,Salesforce
10988083,Inactive Investor,Ting-Hwa Tong,,"Transamerica Financial Advisors, Inc Flushing NY 3907 Prince St",ting-hwa.tong@tfaconnect.com,,Salesforce
11149144,Inactive Investor,Rachel Heege-Abode,,B. Riley Wealth Management Ronkonkoma NY 500 Portion Rd,rheege@brileywealth.com,,Salesforce
11104102,Inactive Investor,Brendon Biegel,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Phoenix AZ 21040 N Tatum Blvd",,,Salesforce
11074475,Inactive Investor,Justin Penzell,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 2300 Windy Ridge Pkwy SE",justin.1.penzell@ampf.com,,Salesforce
11147590,Inactive Investor,Andrew Rosensweig,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,arosensweig@allianceg.com,,Salesforce
139432,,Bob Lindner,Director,Madison Asset Management,bobl@madisonadv.com,800-767-0300,Manual List Upload
11029468,Inactive Investor,Kevin Coan,,State Farm VP Management Corp. Riverton NJ 2010 New Albany Rd,kevin.coan.p2sm@statefarm.com,,Salesforce
11120167,Inactive Investor,Catherine Perugini,,Citigroup Global Markets Inc. Plainview NY 1105 Old Country Rd,catherine.perugini@citigroup.com,,Salesforce
10895473,Inactive Investor,Andrew Rodgers,,"Raymond James Financial Services, Inc. Seattle WA 6840 Fort Dent Way",andy.rodgers@raymondjames.com,,Salesforce
10881122,Inactive Investor,Gwen Berkenpas,,Cetera Investment Services LLC Le Mars IA 234 5th Ave Sw,gwen.berkenpas@ceterais.com,,Salesforce
10797866,Inactive Investor,Randy McAndrew,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Long Beach CA 5881 Obispo Ave",randy.m.mcandrew@ampf.com,,Salesforce
11060715,Inactive Investor,Wesley White,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,wwhite03@ft.newyorklife.com,,Salesforce
11203944,Inactive Investor,Jerry Wai,,J.P. Morgan Securities LLC San Gabriel CA 120 W Las Tunas Dr,jerry.wai@jpmorgan.com,,Salesforce
10813101,Inactive Investor,Chad Oakley,Financial Advisor,Edward Jones Columbus NE 1911 23rd St,chad.oakley@edwardjones.com,,Salesforce
10648204,,William Gastl,,,bill.g@wealthwatchadvisors.com,,List import
10770754,Inactive Investor,Brian Wineke,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",brian.e.wineke@bofa.com,,Salesforce
234759,,Damon -,,Damon [[Unknown]],nexusra@hotmail.com,,
11108708,Inactive Investor,Vishal Desai,,Citigroup Global Markets Inc.,vishal.desai@citigroup.com,,Salesforce
238809,,pixelartisan1@gmail.com Artisan,,[Unknown],pixelartisan1@gmail.com,,
10996695,Inactive Investor,Thomas Butler,Chief Compliance Officer;Managing Member,Battleground Wealth Management,,,Salesforce
7267995,,GHFGH GVHG,,,niyara5154@necktai.com,,Web Form Fillout
204646,,Gerald A Bjorlo,,[Unknown],gerrybjorlo@aol.com,,source
11232762,Inactive Investor,Kurt Marlow,Regional Manager,The Huntington Investment Company Mentor OH 7800 Reynolds Rd,kurt.marlow@huntington.com,,Salesforce
11025554,Inactive Investor,Peter Piotrowski,,State Farm VP Management Corp. Wexford PA 11565 Perry Hwy,,,Salesforce
11033095,Inactive Investor,Monica Mosher,Chief Compliance Officer,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",mcoles@pinnacle-llc.com,,Salesforce
11162778,Inactive Investor,Zachary Cabra,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",zachary.cabra@ml.com,,Salesforce
350551,,Brittany Kelley,Assistant Vice President,Pathlight Capital,bkelley@pathlightcapital.com,617-830-7055,Manual List Upload
10818979,Inactive Investor,Donald Stegall,Retirement Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach DE 18949 Coastal Hwy",donald.stegall@ml.com,,Salesforce
10825717,Inactive Investor,Christopher Pinckney,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",christopher_m_pinckney@ml.com,,Salesforce
11153568,Inactive Investor,Cory Phelps,,"Raymond James Financial Services, Inc. Wichita KS 340 S Julia St",cory.phelps@raymondjames.com,,Salesforce
10985248,Inactive Investor,Clark Gilliland,,J.P. Morgan Securities LLC Scottsdale AZ 8999 E Shea Blvd,clark.gilliland@jpmorgan.com,,Salesforce
10853987,Inactive Investor,Terrence Cullen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10860720,Inactive Investor,Jayne Parulis,,"Prudential Annuities Distributors, Inc",jayne.riley@prudential.com,,Salesforce
10849196,Inactive Investor,Kurt Carlson,,"Ameriprise Financial Services, LLC Acton MA 30 Nagog Park",kurt.m.carlson@ampf.com,,Salesforce
10786891,Inactive Investor,Jerome Ballan,,"Wellington Shields & Co., LLC",jerome.ballan@wellingtonshields.com,,Salesforce
10941180,Inactive Investor,Jennifer Eller,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10848645,Inactive Investor,Ezekiel Solomon,,LPL Financial LLC Studio City CA Private Residence,joseph.solomon@lpl.com,,Salesforce
9643373,,Octavio Herrera,,,ovherrera34@gmail.com,,List import
10995597,Inactive Investor,Christopher Wagner,Wealth Management Associate,Cutler Investment Group Newport Beach CA 220 Newport Center Dr,,,Salesforce
11040689,Inactive Investor,Antonio Porretta,Wealth Advisor;Wealth Manager,"Independent Advisor Alliance, LLC Harrisburg NC 3916 Balmoral Ave",antonio@independentadvisoralliance.com,,Salesforce
10619417,,Alec Johnson,,,alec.johnson@morganstanley.com,,List Import
11087727,Inactive Investor,John Kugel,,LPL Financial LLC Matawan NJ 6 Kristen Ct,john.kugel@lpl.com,,Salesforce
346728,,Kevin Magid,"President, Audax Private Debt",Audax Group,kmagid@audaxgroup.com,212-703-2700,Manual List Upload
11054048,Inactive Investor,John Annas,,"MML Investors Services, LLC Los Angeles CA 6080 Center Dr",kyle@financialguide.com,,Salesforce
11038181,Inactive Investor,Ricardo Blanchard Espinoza,,J.P. Morgan Securities LLC Lilburn GA 4081 Stone Mountain Hwy,ricardo.blanchard-espinoza@jpmorgan.com,,Salesforce
10888774,Inactive Investor,Kammie Grytdahl,Relationship Manager,"Principal Securities, Inc. Omaha NE Private Residence",grytdahl.kammie@principal.com,,Salesforce
11122672,Inactive Investor,Charles Walker,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",charles_walker@ml.com,,Salesforce
11102745,Inactive Investor,Cynthia Carroll,Investment Associate;Vice President,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,cynthia.carroll@jpmorgan.com,,Salesforce
10881165,Inactive Investor,Eric Bloom,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
11002847,Inactive Investor,Zachary Elbers,Financial Consultant,"Osaic Institutions, Inc. Sioux Center IA 1701 S Main Ave",zach.elbers@osaicinstitutions.com,,Salesforce
9609169,,Nguyet Huynh,,,minhnguyethuynh93@gmail.com,,List import
11060216,Inactive Investor,Aaron Szager,Wealth Advisor,Osborne Partners Menlo Park CA 525 Middlefield Rd,aaron@osbornepartners.com,,Salesforce
2839825,,Lisa Dawn Sanchez,,,liisads@live.com,,
11051233,Inactive Investor,Michael Brewster,Managing Director,"Stifel, Nicolaus & Company, Incorporated Palm Beach Gardens FL 3835 Pga Blvd",michael.brewster@stifel.com,,Salesforce
10992761,Inactive Investor,Craig Bansbach,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11054881,Inactive Investor,Mark Taylor,Financial Planning Advisor,"VALIC Financial Advisors, Inc. North Charleston SC 4000 S Faber Place Dr",mark.taylor@valic.com,,Salesforce
11209372,Inactive Investor,Lance Jacobs,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",lance.jacobs@schwab.com,,Salesforce
59640,,James Biddle,Chief Executive Officer,"Verdis Investment Management, Llc",jbiddle@verdisinvestment.com,610-397-1600,Manual List Upload
10657856,,Lionel Harden,,,lbharden@ft.newyorklife.com,,List Import
332777,,Jamie Gresik,,Great Western Bank,jamie.gresik@greatwesternbank.com,,
10858982,Inactive Investor,Nicholas Magone,,"World Investments, Inc. Parsippany NJ 4 Century Dr",,,Salesforce
11053070,Inactive Investor,Paul Sheldon,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",paul.sheldon@ampf.com,,Salesforce
10487262,,Robert Ernst,"Private Client Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",robert.ernst@bofa.com,,List Import
10754562,Inactive Investor,Alexander Dominguez,Client Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",adominguez4@ml.com,,Salesforce
9617804,,David Valeiras,,,david.valeiras@frontierglobalpartners.com,,List import
10879362,Inactive Investor,Tyler Jones,Financial Advisor Associate;Financial Planning Specialist,Morgan Stanley San Mateo CA 411 Borel Ave,,,Salesforce
9644513,,Stefan Atanasov,,,stefan@nexo.io,,List import
10946329,Inactive Investor,Christopher West,,Edward Jones Brevard NC 191 W Main St,alex.west@edwardjones.com,,Salesforce
10505277,,Paul Swift,Manager,First Financial Group,paul.swift@ffgadvisors.com,614-589-7315,List Import
11222450,,Willie Ramirez,,,willie.ramirez@empower-retirement.com,,List Import
11034191,Inactive Investor,Beth Hayes,,PFS Investments Inc. Edmond OK 609 S Kelly Ave,bhayes@primerica.com,,Salesforce
9567052,,Michael Griggs,,,mgriggs@guidancewealth.com,,List import
11102199,Inactive Investor,David Fevergeon,Financial Advisor,"Osaic Wealth, Inc. Ellensburg WA 1206 N Dolarway Rd",,,Salesforce
10825784,Inactive Investor,Steven Martz,,"LaSalle St Securities, L.L.C. Noblesville IN 978 Conner St",smartz@lasallest.com,,Salesforce
11098567,Inactive Investor,Martha Moran,Private Client Investment Associate,J.P. Morgan Securities LLC Fullerton CA 3334 Yorba Linda Blvd,martha.moran@jpmorgan.com,,Salesforce
10761972,Inactive Investor,Matthew Schaefer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,matthew.schaefer@ubs.com,,Salesforce
11018753,Inactive Investor,Anthony Kutsaftis,Financial Professional,"Pruco Securities, LLC. Middletown RI 702 Aquidneck Ave",anthony.kutsaftis@prudential.com,,Salesforce
10952747,Inactive Investor,Ian Hass,Divisional Manager;Senior Vice President,LPL Financial LLC Missouri City TX Private Residence,ian.hass@lpl.com,,Salesforce
10951018,Inactive Investor,Saverio Rabasco,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,srabasco01@ft.newyorklife.com,,Salesforce
10912994,Inactive Investor,Amit Josef,Manager - Planning and Wealth Organization;Senior Wealth Advisor,"Avitas Wealth Management, LLC",amit@avitaswealth.com,,Salesforce
9548680,,Sean Lawlor,,,rslawlor@gmail.com,,List import
11169358,Inactive Investor,Cody Rose,Portfolio Associate,Morgan Stanley La Jolla CA 1111 Prospect St,cody.rose@morganstanley.com,,Salesforce
11143654,Inactive Investor,Travis Marshall,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Harrisonburg VA 1925 Stone Spring Rd,tmarshall@dadco.com,,Salesforce
10958409,Inactive Investor,Matthew Harris,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,mharris@brileywealth.com,,Salesforce
10864384,Inactive Investor,Michael Palmiotto,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,michael.palmiotto.nyqz@statefarm.com,,Salesforce
154941,,Kevin NA,,[Unknown],offleewild@verizon.net,,
10895077,Inactive Investor,Ronald Bodey,,"Avantax Investment Services, Inc. Troy OH Private Residence",,,Salesforce
11063435,Inactive Investor,Taylor Whitt,Financial Planner,Cairn Financial Group,taylor@cairnfg.com,,Salesforce
10781309,Inactive Investor,Marijane Uehlinger,Registered Associate;Wealth Management Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,marijane.uehlinger@morganstanley.com,,Salesforce
9612113,,Sarah Ribbens,,,sribbens@performancetrust.com,,List import
10954281,Inactive Investor,Monica Brown,,"Osaic Wealth, Inc. Pasadena MD Private Residence",monica.brown@osaicwealth.com,,Salesforce
11218328,,Drew Hinckley,,,drew.hinckley@jpmorgan.com,,List Import
11133243,Inactive Investor,Andres Galeano,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,andres.galeano@fidelity.com,,Salesforce
10893707,Inactive Investor,Jane Gorey,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",jane.gorey@ml.com,,Salesforce
10862111,Inactive Investor,Xinran Lian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",xinran.lian@ml.com,,Salesforce
11139422,Inactive Investor,Andrew Vernon,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 505 Broadway",andrew.vernon@ampf.com,,Salesforce
11062437,Inactive Investor,Cromwell Baun,First Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,cromwell.baun@ubs.com,,Salesforce
10912669,Inactive Investor,Edward Kinslow,Financial Advisor,LPL Financial LLC New York NY 1177 Avenue of the Americas,edward.kinslow@lpl.com,,Salesforce
321971,,Jeroom Decuypere,Student,university of antwerp,decuypere.jeroom@gmail.com,,Manual List Upload
10660011,,John Reakes,,,j.reakes@lpl.com,,List Import
11126136,Inactive Investor,Richard Sailors,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9569336,,ROBERT GRAF,,,buddgraf@aol.com,,List import
10858851,Inactive Investor,Vickie Little,,"Raymond James Financial Services, Inc. Garden City ID 7761 W Riverside Dr",vickie.little@raymondjames.com,,Salesforce
11093111,Inactive Investor,Jennifer Anderson,,"Wells Fargo Clearing Services, LLC",jennifer.timmermann@wellsfargoadvisors.com,,Salesforce
9628070,,Jamie Pericola,,,jpericola@sewardsquare.com,,List import
10767067,Inactive Investor,Paul Buckley,Financial Advisor;Senior Vice President,Morgan Stanley Duluth MN 11 E Superior St,paul.r.buckley@morganstanley.com,,Salesforce
11084400,Inactive Investor,Joel Sambursky,Financial Advisor,LPL Financial LLC Carbondale IL 2250 N Reed Station Rd,joel.sambursky@lpl.com,,Salesforce
107038,,Toby Horton,,United States,toby@pdx.red,,
9598119,,Ba Son Dang,,,dangson7987@gmail.com,,List import
10809194,Inactive Investor,Michael Gannon,Financial Advisor;Senior Vice President,Morgan Stanley Forked River NJ Private Residence,michael.gannon1@morganstanley.com,,Salesforce
11158314,Inactive Investor,Peter Divona,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10882026,Inactive Investor,Bailey Byford,Financial Advisor,Edward Jones Baytown TX 13520 Lakes of Champions Blvd,bailey.byford@edwardjones.com,,Salesforce
10807174,Inactive Investor,Esperanza Gomez,,"Cambridge Investment Research, Inc. Seal Beach CA 3020 Old Ranch Pkwy",,,Salesforce
10905681,Inactive Investor,Gary Mitchell,Head - Office,United Capital Financial Advisors Seattle WA 1601 5th Ave,gary.mitchell@unitedcapitalwealth.com,,Salesforce
10968057,Inactive Investor,Todd Chapman,,"Farmers Financial Solutions, LLC Oklahoma City OK 504 Tower Dr",,,Salesforce
10848005,Inactive Investor,Kenneth Rilander,President,BasicValue Asset Management Inc.,krilander@basic-value.com,,Salesforce
10947862,Inactive Investor,Aaron Lassanske,Senior Portfolio Strategist;Senior Vice President,"First Citizens Investor Services, Inc. Boston MA 53 State St",aaron.lassanske@firstcitizens.com,(314) 249-5828,Salesforce
11184232,Inactive Investor,Kevin Ruther,Financial Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,kevin.ruther@ubs.com,,Salesforce
9610304,,Zete GG,,,zhitao.cct@gmail.com,,List import
10899995,Inactive Investor,Jay Reese,Director - Investment Strategy,"Colton Groome Financial Advisors, LLC",,,Salesforce
10810315,Inactive Investor,Wei Chen,Retirement Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",wei_chen@ml.com,,Salesforce
10903620,Inactive Investor,Rodel Corriente,President,Rodel Corriente (SY) LLC,,,Salesforce
10997232,Inactive Investor,Lauren East,,"Sanctuary Securities, Inc.",least@sanctuarywealth.com,,Salesforce
10828411,Inactive Investor,Frank Colatruglio,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Bakersfield CA 5060 California Ave",frank.colatruglio@wellsfargoadvisors.com,,Salesforce
69995,,Dale Potts,,"Transamerica Financial Advisors, Inc",dale.potts@transamerica.com,503-684-4010,
9583674,,Arnie Bergman,,,rnichols@financialguide.com,,List import
10969494,Inactive Investor,Hunter Hinton,,Edward Jones Glendale AZ 7200 W Bell Rd,,,Salesforce
11164782,Inactive Investor,Jonathan Levine,Financial Advisor,"W&S Brokerage Services, Inc. Indianapolis IN 8520 Allison Pointe Blvd",jonathan.levine@wslife.com,,Salesforce
10933950,Inactive Investor,Ly Pham,,"Wells Fargo Clearing Services, LLC Temecula CA 32881 Temecula Pkwy",ly.h.pham@wellsfargo.com,,Salesforce
11062103,Inactive Investor,Tuitamaiofaleupolu Halai,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10494071,,Bob Humbert,,BNY,robert.humbert@bnymellon.com,,List Import
11077958,Inactive Investor,David Caryl,,LPL Financial LLC Ithaca NY 2251 N Triphammer Rd,david.caryl@lpl.com,,Salesforce
10614537,,Amy Harrison,Financial Advisor,,donnharr123@yahoo.com,,List Import
9633447,,JESSICA HASTINGS,,,jessicahastings417@gmail.com,,List import
10836692,Inactive Investor,Nichole Chiusano,Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10648452,,Kyle Simmons,,,kyle.simmons@fmr.com,,List Import
9598938,,Stephanie Motzkus-bakan,,,stephanie.motzkus-bakan@hansonmcclain.com,,List import
10989930,Inactive Investor,Hope Glashen,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,hope_glashen@vanguard.com,,Salesforce
165056,,Robert McMaster,,[Unknown],rob@ayon.com,,
10658285,,Bertha Fernandez,,,bertha.fernandez@morganstanley.com,,List Import
10944048,Inactive Investor,Gamaliel Simorangkir,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",gamaliel.simorangkir@tfaconnect.com,,Salesforce
11157865,Inactive Investor,Steven Nikkel,,Cetera Investment Services LLC Newton KS 2315 S Kansas Rd,steve.nikkel@ceterais.com,,Salesforce
9555226,,Shaun Erickson,,,shaun.erickson@spcfo.com,,List import
11125873,Inactive Investor,Cesar Zavala Rubio,,J.P. Morgan Securities LLC Redwood City CA 2300 Broadway St,cesar.zavala-rubio@jpmorgan.com,,Salesforce
9612986,,Aaron Socker,,,aaron.socker@wellscap.com,,List import
11016281,Inactive Investor,Christopher Lewis,Financial Professional,"MML Investors Services, LLC Jacksonville FL 6817 Southpoint Pkwy",clewis@financialguide.com,,Salesforce
9584234,,Nicolas Rohatyn,,,nrohatyn@rohatyngroup.com,,List import
344006,,Steven Barth,Partner And Chief Operating Officer,"Infinity Capital Advisors, Llc",sbarth@infinityfunds.com,404-458-4448,Manual List Upload
11005994,Inactive Investor,Ethan Copeland,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
372660,,Dennis Thomas,,United States,thomassewing@comcast.net,,source
10819515,Inactive Investor,David Benson,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,dbenson@ft.newyorklife.com,,Salesforce
10916054,Inactive Investor,John Dack,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 1115 Locust St",john.dack@nm.com,,Salesforce
11164022,Inactive Investor,Robert Clark,,"First Heartland Capital, Inc. Mathiston MS 17990 U S Hwy 82",rclark@firstheartland.com,,Salesforce
11042167,Inactive Investor,Christopher Caskin,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",christopher.caskin@wellsfargoadvisors.com,,Salesforce
9615930,,Nick Maroukis,,,nick.supermaramu53@gmail.com,,List import
9616177,,Fennessy John,,,jfennessy@alger.com,,List import
229901,, -,,[[Unknown]],tlaney@gmail.com,,
10883559,Inactive Investor,Thomas Burbank,Financial Advisor,LPL Financial LLC Madbury NH Private Residence,thomas.burbank@lpl.com,,Salesforce
11035911,Inactive Investor,Elizabeth Wiley,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynchburg VA 1705 Enterprise Dr",ellen.wiley@ml.com,,Salesforce
11206089,Inactive Investor,Cory Chambers,,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
234192,, -,,[[Unknown]],ngnhutnam@live.com,,
10791020,Inactive Investor,Rigzin Gyapontsang,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",rigzin.gyapontsang@wellsfargoadvisors.com,,Salesforce
338585,,Joel Haney,Partner,"Pegasus Capital Advisors, L.p.",jhaney@pcalp.com,203-869-4400,Manual List Upload
211081,,Tim Tam,,[[Unknown]],aumnitoad@gmail.com,,News & Research
10936721,Inactive Investor,Mei Chen,,"Centaurus Financial, Inc. Honolulu HI 745 Fort Street Mall",,,Salesforce
10890685,Inactive Investor,John Hershey,,"RBC Capital Markets, LLC Hagerstown MD 40 S Potomac St",,,Salesforce
10997199,Inactive Investor,Marsha Coleman,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,mcoleman02@ft.newyorklife.com,,Salesforce
11128875,Inactive Investor,Ryan Salonia,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,ryan.salonia.p8gb@statefarm.com,,Salesforce
9542113,,Calvin Collins Jr,,,cryptotrader333777@gmail.com,,List import
10779039,Inactive Investor,Suzanne Feinberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",suzanne.feinberg@wellsfargoadvisors.com,,Salesforce
10988510,Inactive Investor,Alyssa Rives De Lavaysse,,J.P. Morgan Securities LLC New York NY 71 W 23rd St,alyssa.rives-de-lavaysse@jpmorgan.com,,Salesforce
11174616,Inactive Investor,Jake Crimeni,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jake.crimeni@equitable.com,,Salesforce
11198150,Inactive Investor,Ziad Hassan-Mohammed,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",,,Salesforce
10817458,Inactive Investor,Jason Sherman,Financial Consultant,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,jason.sherman@lpl.com,,Salesforce
10923362,Inactive Investor,Stephen Vessey,,"Raymond James Financial Services, Inc. Beaver Dam WI 215 Corporate Dr",stephen.vessey@raymondjames.com,,Salesforce
11112268,Inactive Investor,Zihui Zhao,,J.P. Morgan Securities LLC Alhambra CA 2121 W Main St,,,Salesforce
11083518,Inactive Investor,Mariana Yafar,,J.P. Morgan Securities LLC Sparta NJ 27 Sparta Ave,mariana.yafar@jpmorgan.com,,Salesforce
10615868,,Nathan Ahearn,,,nathan.r.ahearn@jpmorgan.com,,List Import
10867982,Inactive Investor,Kian Soh,,"Osaic Institutions, Inc. Los Angeles CA 725 N Broadway",david.soh@firstbankwealth.com,203-599-6000,Salesforce
10994997,Inactive Investor,Stephanie Piedra-Morales,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9622644,,Ovidiu Ficlenescu,,,ovylord@gmail.com,,List import
11068104,Inactive Investor,Sean Mcmahan,Financial Advisor,Edward Jones Nolensville TN 934 Oldham Dr,sean.mcmahan@edwardjones.com,,Salesforce
10805484,Inactive Investor,Matthew Merwin,,FMN Capital Corporation,,,Salesforce
10646146,,Zorah Riley,,,zorah.riley@leadersgroup.net,,List import
10645165,,Mark Gannon,,,mgannon@lakeshoresecurities.com,,List Import
10971438,Inactive Investor,Richard Trujillo,,"Farmers Financial Solutions, LLC La Habra CA 800 S Beach Blvd",rtrujillo@farmersagent.com,,Salesforce
10837718,Inactive Investor,John Claghorn,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC,,,Salesforce
10897431,Inactive Investor,Benjamin La Manna,Financial Advisor,LPL Financial LLC Reading PA 1408 Penn Ave,benjamin.la-manna@lpl.com,,Salesforce
10947571,Inactive Investor,Diane Upson,Financial Coach,Financial Coaching Partners LLC,,,Salesforce
9572199,,Mitchell Posluns,,,mitchellposluns46@gmail.com,,List import
10841475,Inactive Investor,Charles Glick,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",charles.glick@wellsfargoadvisors.com,,Salesforce
10916769,Inactive Investor,Jean-Philippe Garcy,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,jp.garcy@morganstanley.com,,Salesforce
10800080,Inactive Investor,Wayne Helm,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",wayne_helm@ml.com,,Salesforce
352990,,Bruce Kahn,Faculty,Columbia University,bmkahn7@gmail.com,,Event
10958332,Inactive Investor,Austin Born,,Vanguard Marketing Corporation,austin_born@vanguard.com,,Salesforce
11232670,Inactive Investor,Vivian Olero,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",vivian.olero@tfaconnect.com,,Salesforce
11026504,Inactive Investor,Spencer Carlin,Client Associate,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,spencer.carlin@ubs.com,,Salesforce
10872173,Inactive Investor,Conal Lynch,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
10779374,Inactive Investor,Daniel Griffin,,UBS Financial Services Inc. Newtown PA 411 S State St,daniel.griffin@ubs.com,,Salesforce
11036896,Inactive Investor,Brent Anderson,Family Wealth Director;Managing Director;Private Wealth Advisor,Morgan Stanley Houston TX 845 Texas St,brent.anderson@morganstanley.com,,Salesforce
10899226,Inactive Investor,Lara Costanzo,Relationship Manager,"Principal Securities, Inc. Ringwood NJ Private Residence",costanzo.lara@principal.com,,Salesforce
11124051,Inactive Investor,Elizabeth Johnson,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
9553003,,Akshay Deolikar,,,ad2236@cornell.edu,,List import
10991742,Inactive Investor,Christina Bishop,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",,,Salesforce
11198691,Inactive Investor,Larrat Williams,Financial Advisor,Edward Jones Northampton MA 6 Market St,larrat.williams@edwardjones.com,,Salesforce
11107060,Inactive Investor,Mindy Mejia,,LPL Financial LLC Minneapolis MN 1650 W 82nd St,mindy.mejia@lpl.com,,Salesforce
10855838,Inactive Investor,Allen Wagner,Chief Compliance Officer;President,"Wagner Wealth Management, Corp.",,,Salesforce
11111279,Inactive Investor,Christopher Scheedel,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",christopher.scheedel@schwab.com,,Salesforce
10778352,Inactive Investor,Erin Byer,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",erin.byer@ml.com,,Salesforce
9611070,,Sandra Dwan,,,indigoswan@protonmail.com,,List import
189313,,Walter Arader,,[Unknown],walter.arader@gmail.com,,Organic Search
10952624,Inactive Investor,Samuel Ahn,,"Raymond James Financial Services, Inc. Poway CA 13465 Poway Rd",samuel.ahn@raymondjames.com,,Salesforce
10752438,Inactive Investor,Gary Arblaster,,"Ausdal Financial Partners, Inc. Indiana PA Private Residence",garyarblaster@afpadvisor.com,,Salesforce
11054748,Inactive Investor,David Hohmann,,"Osaic Wealth, Inc. Peoria IL 456 Fulton St",,,Salesforce
224518,,kadir ocak,,[Unknown],ocak_kadir@hotmail.com,,
10946960,Inactive Investor,Ryan Bradford,Financial Advisor,"Osaic Wealth, Inc. Houston TX 10260 Westheimer Rd",,,Salesforce
10807509,Inactive Investor,Diskin Morgan,Financial Advisor,"Ameriprise Financial Services, LLC Douglas GA 206 Madison Ave N",diskin.g.morgan@ampf.com,,Salesforce
10986792,Inactive Investor,Brandon Sciortino,,"MML Investors Services, LLC Covington LA 122 Terra Bella Blvd",bsciortino@financialguide.com,,Salesforce
11290675,,Benoit Micha,,,solwall.team@gmail.com,,Web Form Fillout
11229677,Inactive Investor,Lorianne Montsinger,Director - Operations,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",lorianne.montsinger@nm.com,,Salesforce
10662399,,Marc Glazer,,,msglazer61@gmail.com,,Web Form Fillout
10882686,Inactive Investor,Gavriel Berger,Financial Consultant;Vice President,Stephens Houston TX 9 Greenway Plz,gberger@stephens.com,,Salesforce
9618961,,Doug Edwards,,,doug@crespark.com,,List import
10904031,Inactive Investor,Sara Bulman,Regional Vice President,PFS Investments Inc. Decorah IA 1111 Paine St,sara.bulman@primerica.com,,Salesforce
11065978,Inactive Investor,Kaitlyn Colditz,Financial Advisor,"Osaic Wealth, Inc. Pittsburgh PA 2551 Washington Rd",,,Salesforce
10911791,Inactive Investor,Philip Napolitano,Investment Advisor Representative,LPL Financial LLC Glastonbury CT 109 Sycamore St,philip.napolitano@lpl.com,,Salesforce
10848408,Inactive Investor,Michael Robinson,Financial Advisor,LPL Financial LLC Memphis TN 5575 Poplar Ave,michael.robinson@lpl.com,,Salesforce
11003412,Inactive Investor,Sarah Farol,Chief Compliance Officer;Chief Financial Officer,BJM Financial Inc Dunedin FL 1956 Sourwood Blvd,,,Salesforce
10944374,Inactive Investor,Angela Abbott,,"Osaic Wealth, Inc. Kimberly WI 717 Eisenhower Dr",,,Salesforce
220486,,Matze Weber,,[Unknown],matthias.bernhard.weber@gmail.com,,source
1882728,,Janewit Kraprayoon,,,janewitk@yahoo.com,,
11023118,Inactive Investor,Yatin Desai,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",yatin.desai@nm.com,,Salesforce
11048946,Inactive Investor,Robert Stock,Chief Executive Officer;Financial Advisor;Owner,"Invest Smart USA, Inc.",rstock@investsmartusa.com,,Salesforce
8480923,,Kagwe Njoroge,,Prosaic Invest,kagwe.njoroge@prosaic-invest.com,,List Import
10945171,Inactive Investor,Christopher Montich,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10897874,Inactive Investor,Michelle Mccoy,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",,,Salesforce
11133773,Inactive Investor,Brian Weigel,,Key Investment Services LLC,brian.weigel@key.com,,Salesforce
10777365,Inactive Investor,John Lane,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",john.h.lane@ml.com,,Salesforce
10895740,Inactive Investor,Michelle Andersen,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,michelle.andersen@primerica.com,,Salesforce
9567735,,Beth Rough-Marsh,,,beth.marsh@53.com,,List import
11073800,Inactive Investor,Lyle Simoneaux,Financial Advisor,Edward Jones Franklin LA 800 1st St,lyle.simoneaux@edwardjones.com,,Salesforce
10837117,Inactive Investor,Dominic Velardi,Financial Advisor,Lincoln Investment Rochester NY 1425 Jefferson Rd,dvelardi@lincolninvestment.com,,Salesforce
10877228,Inactive Investor,Nicholas Gardner,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,nicholas.gardner@fmr.com,,Salesforce
9628027,,Alison Choi,,,smchie@ft.newyorklife.com,,List import
11043834,Inactive Investor,Daniel Klein,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,daniel.klein@jpmorgan.com,,Salesforce
10860922,Inactive Investor,Matthew Swendiman,Chief Compliance Officer;Regulatory Contact,"Crew Capital Management, Ltd.",mswendiman@crewcapital.com,,Salesforce
80930,,Rade Plu,,Irb barcelona,radplu@gmail.com,(457) 345-6447,
9550320,,Walter simmons,,,simmonsclayton@gmail.com,,List import
11013195,Inactive Investor,Hermenejildo Dominguez,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11179141,Inactive Investor,Kelly McWilliams,,Goldman Sachs & Co.,kelly.mcwilliams@gs.com,,Salesforce
11043363,Inactive Investor,Nayra Calderon Najera,,EFG Capital International,,,Salesforce
9624869,,Shirly Misra,,,1025127989@qq.com,,List import
11115588,Inactive Investor,Adam Hoover,,Country Capital Management Company Kennewick WA 7411 W Clearwater Ave,adam.hoover@countryfinancial.com,,Salesforce
10794144,Inactive Investor,Jay Sackett,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",jay_sackett@ml.com,,Salesforce
11212657,Inactive Investor,Helen Bennett,Financial Advisor,Edward Jones Santee SC 625 Bass Dr,cuen.bennett@edwardjones.com,,Salesforce
240705,,Shields John,,[Unknown],jshields@getbuilding.com,,Event
11089493,Inactive Investor,Gregory Corcoran,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
10802066,Inactive Investor,John Hudson,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",gary_hudson@ml.com,,Salesforce
10855906,Inactive Investor,Jason Daniels,,PNC Investments Loxahatchee FL 7020 Seminole Pratt Whitney Rd,jason.daniels@pnc.com,,Salesforce
10970968,Inactive Investor,Max Detwiler,Financial Consultant,"Equitable Advisors, LLC Overland Park KS 7171 W 95th St",max.detwiler@equitable.com,,Salesforce
234236,, -,,[[Unknown]],g.kraus@att.net,,
10858360,Inactive Investor,Ramkrishna Shukla,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10988475,Inactive Investor,Jeffery Ruffin,Financial Services Representative,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",ruffin.jeff@principal.com,,Salesforce
10887168,Inactive Investor,James Biddle,,"Western International Securities, Inc. Chula Vista CA 245 E St",,,Salesforce
11239221,Inactive Investor,Mehek Kalra,,Citi,mehek.kalra@citi.com,,Salesforce
11143578,Inactive Investor,James McClelland,Financial Advisor,Edward Jones Roswell NM 2602 N Main St,james.mcclelland@edwardjones.com,,Salesforce
9610933,,Noah Yeh,,,noahyeh0526@gmail.com,,List import
9613975,,Tiaan Fourie,,,tiaanfourie013@gmail.com,,List import
10948836,Inactive Investor,Colby Karn,Financial Advisor,The Huntington Investment Company Columbus OH 3003 E Main St,colby.karn@huntington.com,,Salesforce
10909460,Inactive Investor,Lance Riley,,LPL Financial LLC Spokane WA 13224 E Mansfield Ave,lance.riley@lpl.com,,Salesforce
10945300,Inactive Investor,Farzana Habib,,Deutsche Bank Securities Inc.,farzana@deutschewealth.com,,Salesforce
11056449,Inactive Investor,Jason Rohde,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Middleton WI 8215 Greenway Blvd,jason.rohde@morganstanley.com,,Salesforce
11259909,Inactive Investor,Jenna Sanchez,,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",,,Salesforce
11001428,Inactive Investor,Carter Madden,Client Service Associate,Oppenheimer & Co. Inc. Portsmouth NH 1 Harbour Pl,carter.madden@opco.com,,Salesforce
11238552,Inactive Investor,Keith Gordon,,"Brentwood Private Equity, LLC",kgordon@brentwood.com,,Salesforce
10844254,Inactive Investor,Alexander Mata,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,alexander.mata@fidelity.com,,Salesforce
11186523,Inactive Investor,Spencer Slezak,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9627321,,Alex DeFruscio,,,adefruscio@guidehouse.com,,List import
10934038,Inactive Investor,Bradley Hunckler,,The Huntington Investment Company Indianapolis IN 10531 E Washington St,bradley.hunckler@huntington.com,,Salesforce
10795078,Inactive Investor,Fernando Suarez,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",fernando.suarez@nm.com,,Salesforce
10947578,Inactive Investor,Michael Simon,Financial Advisor,"UMB Financial Services, Inc. Phoenix AZ 2777 E Camelback Rd",michael.simon@umb.com,,Salesforce
11145494,Inactive Investor,Robert Sorensen,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",robert.sorensen@valic.com,,Salesforce
9584436,,Francisco Saldana,,,sigilfredafrancisco2018@gmail.com,,List import
10864152,Inactive Investor,Matthew Walters,Chief Executive Officer;Chief Operating Officer;Owner;Partner;Regulatory Contact,"Mach-1 Financial Group, LLC",matt@mach-1financial.com,,Salesforce
9626871,,Federico Rodriguez,,,federico.rodriguez@yahoo.com,,List import
244888,,Tom Waisnor,Consultant,"Parti Pris Investment Partners, Allindex",tom.waisnor@partipris-invest.com,17813157549,Manual List Upload
10820558,Inactive Investor,Kaktrale Austin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",kaktrale.austin@ml.com,,Salesforce
127925,,Mitchell Kawamoto,,"Cwm, Llc",mkawamoto@carsoninstitutional.com,,
11101522,Inactive Investor,Karen Balow,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",karen.balow@raymondjames.com,,Salesforce
11046590,Inactive Investor,Melissa Wilczak,Director,Dillow Wealth Management LLC,,,Salesforce
9542241,,Oliver Sladdin,,,oliversladdin@gmail.com,,List import
11173844,Inactive Investor,Tucker Nichols,Associate,Edward Jones Princeton IL 200 Ace Rd,,,Salesforce
11031977,Inactive Investor,Phillip Laird,,"Osaic Wealth, Inc. Lake Worth FL 1111 Hypoluxo Rd",,,Salesforce
10683873,,Meghan Suggs,,,meg4681022@gmail.com,,Web Form Fillout
11016308,Inactive Investor,Dallas Gooden,,PFS Investments Inc. Orangeburg SC 396 Saint Paul St,dallas.gooden@primerica.com,,Salesforce
10844663,Inactive Investor,Jane Eddy,,The O.N. Equity Sales Company Ormond Beach FL 1457 N US Hwy 1,janeeddy@onesco.net,,Salesforce
11109170,Inactive Investor,Luke Maguire,,Vanguard Marketing Corporation,luke_maguire@vanguard.com,,Salesforce
9626822,,Craig Melcher,,,craig.melcher@tudor.com,,List import
11169933,Inactive Investor,Ryan Petrunyak,,The O.N. Equity Sales Company Lexington KY 1792 Alysheba Way,,,Salesforce
10659676,,Stephanie Toms,,,stephanie.toms@gs.com,,List Import
10759852,Inactive Investor,Laura Sterling,,"Charles Schwab & Co., Inc. Jersey City NJ 525 Washington Blvd",laura.sterling@schwab.com,,Salesforce
9626990,,richard graham,,,richardwgrahamiv@gmail.com,,List import
11046009,Inactive Investor,Ana Zamora,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
11213143,Inactive Investor,Jennifer Scott,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,jennifer.scott@fmr.com,,Salesforce
11093273,Inactive Investor,David Hallmark,,"Concourse Financial Group Securities, Inc. Pulaski TN 317 W Madison St",david.hallmark@concoursefinancial.com,,Salesforce
9562130,,ZAINAB ALANSARI,,,zainabalansari@hotmail.com,,List import
231147,, -,,[[Unknown]],jdcarballeira@gmail.com,,Initial Salesforce Import
9574049,,Jonathan Mandas,,,jmandas@financialguide.com,,List import
9579790,,ced boy,,,asosco@att.net,,List import
10984919,Inactive Investor,Russell McGowan,,PEP Advisory LLC Houston TX 9545 Katy Fwy,,,Salesforce
10904183,Inactive Investor,Gregory Shipper,,"Raymond James Financial Services, Inc. Beaumont TX 6150 Eastex Fwy",gregory.shipper@raymondjames.com,,Salesforce
11053476,Inactive Investor,Steven Smit,,"Parsonex Securities, Inc. Minden NV 1674 US Hwy 395 N",steven.smit@parsonexsecurities.com,,Salesforce
11050883,Inactive Investor,Paul Lium,,"Voya Financial Advisors, Inc. Albuquerque NM Private Residence",paul.lium@voya.com,,Salesforce
10910103,Inactive Investor,Edward Miller,Registered Administrative Associate,LPL Financial LLC Monroe LA 1888 Hudson Cir,,,Salesforce
9626124,,Dushane Douglas,,,d.douglas0710@hotmail.co.uk,,List import
9590203,,Rakesh Kumawat,,,rakeshkumawat830@gmail.com,,List import
1004920,Inactive Investor,Emmett Maguire,Director of Research,Boston Private Wealth,emaguire@bostonprivate.com,(617) 502-9444,
10846032,Inactive Investor,Brien Mattingly,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",brien.mattingly@ml.com,,Salesforce
9565020,,Garry Lindboe,,,glindboe@meridianinvest.com,,List import
9584750,,Shawn Tesoro,,,stesoro@prenticewealth.com,,List import
11081192,Inactive Investor,April Bronson,,"Osaic Wealth, Inc. New Port Richey FL 3622 Galileo Dr",,,Salesforce
10918171,Inactive Investor,Jill Quiles,,LPL Financial LLC Mount Laurel NJ 305 Fellowship Rd,jill.quiles@lpl.com,,Salesforce
10766897,Inactive Investor,Nicholas Shine,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,nicholas.shine@ubs.com,,Salesforce
10902036,Inactive Investor,Patrick Briskey,,"McDonald Capital Management, Inc.",,,Salesforce
10657895,,Jon Yager,,,jon.yager@fidelity.com,,List Import
9560863,,Mark Zobl,,,mzobl@financialguide.com,,List import
11152087,Inactive Investor,Hilda Eskenazi,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
10901709,Inactive Investor,Shu Yi Li,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9571474,,Matthew Hall,,,mhall@argosycredit.com,,List import
11198248,Inactive Investor,Kyle Keeton,Financial Advisor,"Ameriprise Financial Services, LLC Clinton TN 139 S Charles G Seivers Blvd",kyle.e.keeton@ampf.com,,Salesforce
10800397,Inactive Investor,Rosa Hearne,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",rosa_campahearne@ml.com,,Salesforce
10604423,,Michele Dandrea,CFP,"Michele Dandrea, LLC",info22062@gmail.com,703 938 6072,List Import
10755734,Inactive Investor,Joao Alvarez,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",joao.alvarez@ml.com,,Salesforce
11009263,Inactive Investor,Oscar Martinez,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,,,Salesforce
10804421,Inactive Investor,Ryan Fotis,,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",ryan.fotis@wellsfargo.com,,Salesforce
10937531,Inactive Investor,Jeffrey Laine,,"Cambridge Investment Research, Inc. Voorhees NJ 1233 Haddonfield Berlin Rd",,,Salesforce
351141,,Camie Nguyen,Portfolio Manager,"Mcdonough Capital Management, Inc.",camie@mcdonoughcapital.com,407-248-9647,Manual List Upload
10905694,Inactive Investor,Dean Rydstrand,,"Charles Schwab & Co., Inc. Wayzata MN 130 Lake St W",dean.rydstrand@schwab.com,,Salesforce
10862865,Inactive Investor,Lockwood Sloan,Chief Operating Officer;Regulatory Contact;Vice President,Shikiar Asset Management Inc,lockwood@shikiar.com,,Salesforce
11217242,,Matthew Fleetwood,,,matt.fleetwood@oneamerica.com,,Other
10948523,Inactive Investor,Ryan Hill,,The Huntington Investment Company Fremont MI 2 W Main St,ryan.b.hill@huntington.com,,Salesforce
336466,,Alan Miller,Partner And Managing Member,Resolve Capital Management Llc,alan@resolvecm.com,605-275-3446,Manual List Upload
4665307,,?????? ????????,,,moloko919@yandex.ru,,Web Form Fillout
9604863,,Kamal Kannan,,,kamalnkms2017@outlook.com,,List import
11126830,Inactive Investor,David Wilkinson,Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,david.wilkinson@morganstanley.com,,Salesforce
10822407,Inactive Investor,Adam Custer,Financial Advisor,Edward Jones Lancaster OH 636 E Main St,adam.custer@edwardjones.com,,Salesforce
9602897,,Daniel Chu,,,danielpolettochu@protonmail.com,,List import
11136377,Inactive Investor,Samuel Woitaszewski,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11074046,Inactive Investor,Cheryl Thorpe,Executive Director,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,cheryl.thorpe@jpmorgan.com,,Salesforce
11197776,Inactive Investor,Brian Anderson,Chief Compliance Officer;Investment Advisor;President,Anderson Asset Management,banderson@andersonpewitt.com,,Salesforce
10860782,Inactive Investor,Christine Pacini,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",christine.pacini@equitable.com,,Salesforce
10994220,Inactive Investor,Hector Brown,Regional Leader,PFS Investments Inc. Rancocas NJ 215 Main St,hectorjunior-brown@primerica.com,,Salesforce
9602816,,Michael Reed,,,mreed@personalcapital.com,,List import
11060797,Inactive Investor,Peter Stockett,,"Brokers International Financial Services, LLC. Selinsgrove PA 21 N Market St",pstockett@brokersifs.com,,Salesforce
10896244,Inactive Investor,Kun Qian,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",ken.qian@tfaconnect.com,,Salesforce
10979297,Inactive Investor,Thomas Maloney,,"MML Investors Services, LLC Boston MA 280 Congress St",tmaloney@financialguide.com,,Salesforce
11123758,Inactive Investor,Mark Krauth,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 100 Pringle Ave",mark.krauth@ampf.com,,Salesforce
10938543,Inactive Investor,Lisa Perry,,LPL Financial LLC North Tonawanda NY 955 Payne Ave,lisa.perry@lpl.com,,Salesforce
9605794,,sertan hassan,,,sertanhassan43@gmail.com,,List import
10866719,Inactive Investor,David Teska,,J.P. Morgan Securities LLC Lemont IL 1132 State St,david.f.teska@jpmorgan.com,,Salesforce
338321,,Heather Huntruddy,Board Of Managers,"Wells Fargo Advisors Financial Network, Llc",hhuntruddy@wellsfargoadvisors.com,314-875-3000,Manual List Upload
11090770,Inactive Investor,Frank Corso,,Cetera Advisor Networks LLC Saint Augustine FL Private Residence,,,Salesforce
11140470,Inactive Investor,Stuart Brehm,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",beau.brehm@wslife.com,,Salesforce
11020558,Inactive Investor,Jovany Noy,,"BCI Securities, Inc.",jnoy@bcisecurities.com,,Salesforce
11120134,Inactive Investor,Christopher Smith,Financial Advisor,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",,,Salesforce
9610357,,Richard Jacobs,,,rjacobs@janney.com,,List import
9617564,,Paul Finnegan,,,pfinnegan@mdcp.com,,List import
11119638,Inactive Investor,Hailee Allen,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,,,Salesforce
11139816,Inactive Investor,Jordin Ryan,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",jordin.ryan@ml.com,,Salesforce
10825238,Inactive Investor,Ron Brenaman,,"Osaic Wealth, Inc. Carmel CA 3855 Via Nona Marie",rbrenaman@royalaa.com,,Salesforce
9550244,,Stephan Pene,,,spene@windwardcapital.com,,List Import
10919737,Inactive Investor,Matthew Flesch,,"Allstate Financial Services, LLC Matthews NC 5943 Weddington Rd",matthew.flesch@allstate.com,,Salesforce
11001596,Inactive Investor,David Parker,Financial Advisor,Thrivent Investment Management Inc. Irvine CA 49 Discovery,david.parker@thrivent.com,,Salesforce
10643932,,Donald Disteldorf,,,donald.disteldorf@ceterafs.com,,List Import
10818213,Inactive Investor,John Fuggi,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,,,Salesforce
11068967,Inactive Investor,William Sanders,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11223135,,Susan Lehnerd,,,slehnerd@merceradvisors.com,,List Import
11130760,Inactive Investor,Keith Jackson,,J.P. Morgan Securities LLC Cary NC 5070 Arco St,keith.jackson@chase.com,,Salesforce
11107796,Inactive Investor,Kurt Haugen,Wealth Advisor,Landmark Wealth Management Group Hudson WI 2220 Jack Breault Dr,kurthaugen@landmarkwealth.net,,Salesforce
10510130,,Alexander Smit,Wealth Advisor,Withum Wealth Management,asmit@withumwealth.com,,List import
11184536,Inactive Investor,Donna Brizak,,"Allstate Financial Services, LLC",dmorris-brizak@allstate.com,,Salesforce
10776932,Inactive Investor,Kim Ducharme,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,kim.ducharme@ubs.com,,Salesforce
9628829,,sadasdd dsadsads,,,sgnqwtlowndmseaytx@etochq.com,,List import
11015505,Inactive Investor,Valerie Lee,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,vnlee@ft.newyorklife.com,,Salesforce
10886114,Inactive Investor,Tina Ornelas,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tina_ornelas@vanguard.com,,Salesforce
10895635,Inactive Investor,John Cherry,Associate Financial Advisor,Thrivent Investment Management Inc. Alpharetta GA 9875 Medlock Bridge Pkwy,john.cherry@thrivent.com,,Salesforce
10918982,Inactive Investor,Carlina Mattos,,Oppenheimer & Co. Inc. Cincinnati OH 5905 E Galbraith Rd,,,Salesforce
10696285,,Diego Arancibia,,Tigress Financial Partners,darancibia@tigressfp.com,,List import
11096546,Inactive Investor,Philip Ray,Client Advisor;Director;President;Senior Advisor,Regency Investment Advisors Inc,dray@regencyinvests.com,,Salesforce
10910550,Inactive Investor,Jason Sulkosky,Financial Advisor,Directional Financial Services,,,Salesforce
9627277,,Stacy Shin,,,stacy.s@onther.io,,List import
11063493,Inactive Investor,Jalen Randolph,Wealth Advisor,Corient Charlotte NC 4201 Congress St,jalen.randolph@corient.com,,Salesforce
11180734,Inactive Investor,Salvador Aquino,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Diego CA 7220 Trade St",salvador.aquino@tfaconnect.com,,Salesforce
10962695,Inactive Investor,Casey Hepburn,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",hepburn.casey@principal.com,,Salesforce
10869957,Inactive Investor,William Goldammer,,Goldman Sachs & Co.,,,Salesforce
11036504,Inactive Investor,Peter McHugh,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10756011,Inactive Investor,Tara Dukes,,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,tara.dukes@ubs.com,,Salesforce
9634624,,Steven Leuthold,,,sleuthold@lwcm.com,,List import
9547712,,Lisette LaMont,,,lisette@l2design.net,,List import
10968503,Inactive Investor,Crissy Edwards,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11122426,Inactive Investor,Amanda Miller,Financial Advisor,Edward Jones Sumter SC 2065 Wedgefield Rd,amanda.miller@edwardjones.com,,Salesforce
11236910,Inactive Investor,Jeffrey Bowlby,Financial Counselor,Dash Investments Aubrey TX Private Residence,jeffrey@dashinvestments.com,,Salesforce
8681333,,Carlo Biondi,,,chapafug@gmail.com,,Web form fillout
10877387,Inactive Investor,Robert Mahaffey,Financial Advisor,"Ameriprise Financial Services, LLC Bentonville AR 2400 SE C St",robert.mahaffey@ampf.com,,Salesforce
11046082,Inactive Investor,Carol Mccollister,Senior Wealth Advisor,Marin Wealth Advisors LLC,cmccollister@marinwealthadvisors.com,,Salesforce
45164,,Richard Scott,,Lincoln Financial Advisors Corporation,richard.scott@lfg.com,610-254-0499,
11016960,Inactive Investor,Stacey Nichols,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",stacey.nichols@ml.com,,Salesforce
9609854,,Tim Bender,,,timrbender@gmail.com,,List import
11099025,Inactive Investor,Kirt Samuel,,"PHX Financial, Inc.",ksamuel@phoenixinc.com,,Salesforce
10842881,Inactive Investor,Blaise Romanowski,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",blaise.romanowski@ml.com,,Salesforce
11074489,Inactive Investor,Paul Veteri,Financial Advisor,"Ameriprise Financial Services, LLC Pelham NY Private Residence",paul.m.veteri@ampf.com,,Salesforce
348752,,Duane Hirsch,Lead Advisor,"Stavis & Cohen Private Wealth, Llc",dhirsch@stavisandcohen.com,713-275-7750,Manual List Upload
11078980,Inactive Investor,Stephan Barton,,"IFP Securities, LLC Winder GA 429 Loganville Hwy",stephan.barton@ifpartners.com,,Salesforce
10656119,,Michael Topper,,,mtopper@royalaa.com,,List import
9634350,,Oluwasanya Oladipupo Adelaja,,,hollyrockas@yahoo.com,,List import
11203974,Inactive Investor,Nicholas Raught,Financial Advisor;Financial Planner,"Three Cord True Wealth Management, LLC",nraught@3ctruewealth.com,,Salesforce
10696267,,Jaime Branstetter,,T. Rowe Price Investment Services Inc.,jaime.branstetter@troweprice.com,,List Import
10842490,Inactive Investor,Joe Myers,,"Investment Planners, Inc. Surprise AZ Private Residence",,,Salesforce
9593965,,Abbas Mohiuddin,,,mohiudin@yahoo.com,,List import
11236064,Inactive Investor,William Kelly,Partner;Senior Financial Advisor,Prime Capital Financial Memphis TN 6000 Poplar Ave,dkelly@pciawealth.com,,Salesforce
9563724,,Vicente Quezada,,,alanq73@gmail.com,,List import
11162898,Inactive Investor,Janis Schultz,,"Coordinated Capital Securities, Inc. Mequon WI Private Residence",jan.schultz-rps@ccsreps.com,,Salesforce
10801481,Inactive Investor,Farshid Asl,,Goldman Sachs & Co.,farshid.asl@gs.com,,Salesforce
9553831,,Ernest Sanchez,,,ernest@nekko.vc,,List import
11004664,Inactive Investor,Vaibhav Patel,Relationship Banker,"Wells Fargo Clearing Services, LLC Elkridge MD 8210 Gateway Overlook",vaibhav.patel@wellsfargo.com,,Salesforce
10982471,Inactive Investor,Jiangzhou Peng,,"RBC Capital Markets, LLC",jiangzhou.peng@rbccm.com,,Salesforce
10817851,Inactive Investor,Edward Lee,Financial Advisor,Lincoln Investment Lutz FL 16241 N Florida Ave,,,Salesforce
11143210,Inactive Investor,Nicholas Monaco,,Citigroup Global Markets Inc.,nicholas.monaco@citi.com,,Salesforce
10786463,Inactive Investor,Anthony Calderone,Premier Banker,"Wells Fargo Clearing Services, LLC Lancaster PA 1800 Oregon Pike",anthony.calderone@wellsfargoadvisors.com,,Salesforce
224894,,William Skidd,,NA,wpskidd@gmail.com,,Event
10836078,Inactive Investor,Thomas Richter,Wealth Planning Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,thomas.richter@ubs.com,,Salesforce
9562799,,Beven Kashora,,,bevenkashora@gmail.com,,List import
9572001,,Robbe Driessens,,,robbedriessens@gmail.com,,List import
11138271,Inactive Investor,Larry Quick,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,larry.quick@primerica.com,,Salesforce
11219751,,Erin Fulton,,,efulton@edelmanfinancialengines.com,,Other
10894732,Inactive Investor,Kathleen Tillman,Financial Planning Specialist,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",,,Salesforce
10966721,Inactive Investor,Keith Burbank,Chief Investment Officer;Partner,Capitol Wealth Management,keith@capitolwealthnh.com,,Salesforce
10846176,Inactive Investor,Nicholas Anderson,Financial Advisor,"Ameriprise Financial Services, LLC Englewood CO 5420 S Quebec St",summitwealthmanagement@ampf.com,,Salesforce
11066728,Inactive Investor,Aaron King,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",aaron.king@tdameritrade.com,,Salesforce
11053599,Inactive Investor,Micah Mattoon,Financial Advisor,Edward Jones Pensacola FL 9013 University Pkwy,micah.mattoon@edwardjones.com,,Salesforce
11083950,Inactive Investor,Ryan Fedrick,,Ally Invest Securities LLC Yorktown Heights NY Private Residence,,,Salesforce
10953880,Inactive Investor,Barry Preston,,"Zions Direct, Inc. El Segundo CA 200 N Pacific Coast Hwy",,,Salesforce
10618623,,Christopher O'Neill,,,coneill@mesirowfinancial.com,,List import
10766932,Inactive Investor,Jeremy Wilson,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley Augusta GA 1 10th St,,,Salesforce
9642921,,Michael Zweber,,,mzweber57@gmail.com,,List import
10936130,Inactive Investor,Timothy Hardy,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,timothy.hardy@fidelity.com,,Salesforce
10998577,Inactive Investor,Justin Meyer,,Deutsche Bank Securities Inc.,,,Salesforce
10961482,Inactive Investor,Rhonda Jenkins,,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,rhonda.jenkins@primerica.com,,Salesforce
10829709,Inactive Investor,Kent Hageman,Senior Vice President;Wealth Advisor,Morgan Stanley Westlake OH 159 Crocker Park Blvd,kent.hageman@morganstanley.com,,Salesforce
344102,,Russell Bell,ChFC,"Heritage Capital Advisors, Llc",russell@hcawealth.com,612-372-0095,Manual List Upload
10761632,Inactive Investor,Dylan McCullough,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",dylan.mccullough@schwab.com,,Salesforce
11055148,Inactive Investor,Leonard Simon,,"Keystone Wealth Advisors, LLC",,,Salesforce
10821500,Inactive Investor,Michael Thomas,Financial Advisor,IP Financial Advisory Services LLC Mission Viejo CA Private Residence,mthomas@innovationpartnersllc.com,,Salesforce
11045458,Inactive Investor,Ryan Spor,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",ryan.spor@nm.com,,Salesforce
11152936,Inactive Investor,Diana Andreozzi,,LPL Financial LLC Cranston RI Private Residence,diana.andreozzi@lpl.com,,Salesforce
10615815,,Joseph Lala,,,joe.a.lala@jpmorgan.com,,List Import
9575766,,Dhruv Jhamb,,,jhambdhruv123@gmail.com,,List import
11163091,Inactive Investor,Jennifer Brown,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Myers FL 12140 Carissa Commerce Ct",jennifer.brown3@wellsfargoadvisors.com,,Salesforce
11147822,Inactive Investor,Andrea Dennis,,PFS Investments Inc. Evergreen Park IL 3317 W 95th St,andrea.dennis@primerica.com,,Salesforce
341255,,Chris Moffatt,Senior Financial Advisor,Avier Wealth Advisors,chris@avieradvisors.com,425-467-1011,Manual List Upload
10900788,Inactive Investor,Robert Skinner,,"Fortune Financial Services, Inc. Seattle WA Private Residence",rskinner@fortunefinancialservices.com,,Salesforce
10776045,Inactive Investor,Christopher Lala,Associate Director;Sales Manager,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,christopher.lala@ubs.com,,Salesforce
11231390,Inactive Investor,Daniel Snider,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,daniel_snider@vanguard.com,,Salesforce
10872612,Inactive Investor,Benjamin Reed,,EF Hutton LLC,,,Salesforce
9581959,,robert martinson,,,martinson62@gmail.com,,List import
10884863,Inactive Investor,Randall Pickett,Financial Advisor;Senior Vice President,LPL Financial LLC Dallas TX 14241 Dallas Pkwy,randall.pickett@lplfinancial.com,,Salesforce
248371,,Cristhian Farit Tello Angeles,Blockchain Innovation Roadmap,Universidad Nacional Mayor de San Marcos+,cristhian.tello@unmsm.edu.pe,,Manual List Upload
10767797,Inactive Investor,Philip Verhaeghe,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",,,Salesforce
10812344,Inactive Investor,Dennis Evans,,NYLIFE Securities LLC Painesville OH 56 Liberty St,dlevans@ft.newyorklife.com,,Salesforce
9579782,,Robert Osentoski,,,rosentoski@massmutual.com,,List import
10773756,Inactive Investor,Tracy Aiken,,LPL Financial LLC,tracy.aiken@lpl.com,,Salesforce
9630882,,Dimitrios Georgoulas,,,dimgeows@gmail.com,,List import
368102,,Cheryl Fritz,Director,,cfritz@seic.com,,Webinar
10930992,Inactive Investor,Tyler Palmiscno,Financial Advisor,LPL Financial LLC East Grand Forks MN 404 4th St NW,ty.palmiscno@lpl.com,,Salesforce
11075906,Inactive Investor,Jeffrey Capone,Partner;Senior Consultant,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
11137655,Inactive Investor,Anthony Puma,Financial Advisor,"Spinnaker Investment Group, LLC",apuma@spinninvest.com,,Salesforce
10838362,Inactive Investor,Nicholas Hamp,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",nshamp@financialguide.com,,Salesforce
9597884,,Scott Bormet,,,sbormet@bkd.com,,List import
10946082,Inactive Investor,Spence Sedacca,Financial Advisor,Edward Jones Fort Collins CO 2900 S College Ave,spence.sedacca@edwardjones.com,,Salesforce
10984792,Inactive Investor,Jeffrey Aron,Senior Wealth Advisor,"Sachetta, LLC",jaron@sachetta.com,,Salesforce
239075,,Ravi Mazin,,United States,smilsta@yahoo.com,,
9547136,,Grace Roberto,,,groberto@ucu.org,,List import
10928423,Inactive Investor,Matthew Whiting,,Key Investment Services LLC,matthew.whiting@key.com,,Salesforce
9647736,,Paul Turcott,,,prturcott@yahoo.com,,List import
10858963,Inactive Investor,Stephanie Lyman,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",,,Salesforce
10993955,Inactive Investor,Chad Dellinger,Financial Advisor,Edward Jones Sevierville TN 138 Court Ave,chad.dellinger@edwardjones.com,,Salesforce
8481151,,Jay Mechling,,UBS,jay.mechling@ubs.com,,List Import
9558176,,mateo yesid pineda de armas,,,mateopinedagolden@gmail.com,,List import
339629,,Mary Tully,Support Staff,Piermani Charles J Associates,mtully@wlmckernan.com,610-275-7544,Manual List Upload
10760188,Inactive Investor,Allen Lipscomb,Financial Advisor,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",allen.lipscomb@wellsfargoadvisors.com,,Salesforce
10970311,Inactive Investor,Christopher Garavito,,"Empower Financial Services, Inc Raleigh NC 3100 Smoketree Ct",christopher.garavito@empower.com,,Salesforce
10763671,Inactive Investor,Susan Brough,Supervision Manager,"Wells Fargo Advisors Financial Network, LLC",susan.brough@wellsfargoadvisors.com,,Salesforce
11133374,Inactive Investor,Rj Malcampo,Financial Advisor,Morgan Stanley Boca Raton FL 1801 N Military Trl,rj.malcampo@morganstanley.com,,Salesforce
11007847,Inactive Investor,Robert Lutz,,"Principal Securities, Inc. Carlisle PA 3461 Spring Rd",,,Salesforce
10754578,Inactive Investor,Gerald Pardo,Client Service Associate;Registered Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,gerald.pardo@morganstanley.com,,Salesforce
43381,,Michael Nowicki,Financial Associate,Thrivent Investment Management Inc.,michael.nowicki@thrivent.com,608-240-1645,
10811668,Inactive Investor,Burke Neville,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,burke.neville@ubs.com,,Salesforce
10855239,Inactive Investor,Frederick Funke,Partner;Wealth Advisor,LPL Financial LLC Leawood KS 10740 Nall Ave,frederick.funke@lpl.com,,Salesforce
10596313,,Bharat Aggarwal,,,globaltradeent@gmail.com,,Web Form Fillout
10959046,Inactive Investor,Gabrielle Wiarda,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,gabrielle.wiarda@jpmorgan.com,,Salesforce
9613619,,Bruce Beresford,,,bruceberesford1993@gmail.com,,List import
11198433,Inactive Investor,Andrea Stark,Chief Compliance Officer,Riverbridge,andreas@riverbridge.com,,Salesforce
9647591,,Phong Tran,,,phong.tran.ttp@gmail.com,,List import
244175,,Melissa Osika,Associate Partner,"Herr Capital Management, LLC",mosika@herrcapital.com,13126971600,Manual List Upload
9578455,,Trio Nugroho,,,nugrohotrio02@gmail.com,,List import
10997450,Inactive Investor,Sudheer Indala,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",sudheer.indala@tfaconnect.com,,Salesforce
10975621,Inactive Investor,Detjona Shyti,,J.P. Morgan Securities LLC Chicago IL 6350 N McCormick Rd,detjona.shyti@chase.com,,Salesforce
11044101,Inactive Investor,Shannon O'Connell,,LPL Financial LLC Red Bank NJ 65 Mechanic St,shannon.o-connell@lpl.com,,Salesforce
9631556,,Andrew Greer,,,andrewjamesgreer@gmail.com,,List import
11218803,,Oren Cabir,,,ocabir@kayne.com,,Other
11212188,Inactive Investor,Robert Delgaudio,,LPL Financial LLC Staten Island NY Private Residence,,,Salesforce
11230682,Inactive Investor,Grace Blessing,,"Ameriprise Financial Services, LLC Portland OR 6650 SW Redwood Ln",grace.blessing@ampf.com,,Salesforce
10926383,Inactive Investor,Nicole Bono,Investment Specialist,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,nicole.bono@jpmorgan.com,,Salesforce
11053064,Inactive Investor,Jason Gardner,,LPL Financial LLC,jason.gardner@lplfinancial.com,,Salesforce
10928608,Inactive Investor,Daniel Faretta,Financial Advisor,Edward Jones Darien IL 8194 Cass Ave,dan.faretta@edwardjones.com,,Salesforce
9585399,,Mark Kritzman,,,mkritzman@windhamcapital.com,,List import
11021732,Inactive Investor,Steven Cavagnaro,Financial Advisor,LPL Financial LLC Potomac MD 11325 7 Locks Rd,steven.cavagnaro@lpl.com,,Salesforce
10853102,Inactive Investor,Sean Johnson,,Momentum Independent Network Inc. Akron OH 34 Merz Blvd,seanjohnson@hilltopnetwork.com,,Salesforce
11156196,Inactive Investor,Matthew Antonellis,Financial Advisor,"Ameriprise Financial Services, LLC Charlestown MA 10 City Sq",matthew.antonellis@ampf.com,,Salesforce
10763658,Inactive Investor,Proctor Hensley,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,proctor.hensley@primerica.com,,Salesforce
1001716,Inactive Investor,Lindsey Radigan,Analyst,Palm Equity,lradigan@palmequity.com, +1 561 227 9050,Database Upload
10869357,Inactive Investor,Jessica Wery,Partner;President,WolfBridge Wealth,,,Salesforce
9582377,,Stephen Pattison,,,steve.pattison@suntrust.com,,List import
11114927,Inactive Investor,Eunbee Suida,,Fidelity Brokerage Services LLC,,,Salesforce
10979279,Inactive Investor,Sean Neri,,The Huntington Investment Company Columbus OH 7 Easton Oval,sean.neri@huntington.com,,Salesforce
11174340,Inactive Investor,Alex Maryanski,,Neuberger Berman BD LLC,alex.maryanski@nb.com,,Salesforce
11079802,Inactive Investor,Gloria Figueroa,,J.P. Morgan Securities LLC Lake Mary FL 4345 W Lake Mary Blvd,gloria.figueroa@jpmorgan.com,,Salesforce
10979708,Inactive Investor,Carlota Larson,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
10793909,Inactive Investor,Imanol Suarez Biglieri,Wealth Management Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11170668,Inactive Investor,Qiqi Zhang,Client Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,qiqi.zhang@ubs.com,,Salesforce
11067762,Inactive Investor,Thomas Post,,State Farm VP Management Corp. Massena NY 35 Andrews St,tom.post.l8b8@statefarm.com,,Salesforce
10849301,Inactive Investor,Donald Dever,Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,donald.dever@ubs.com,,Salesforce
11015095,Inactive Investor,Bryant Calderon,,J.P. Morgan Securities LLC Beverly Hills CA 9245 Wilshire Blvd,bryant.calderon@jpmorgan.com,,Salesforce
11063219,Inactive Investor,Eric Tillotson,,"Raymond James Financial Services, Inc. Stockton CA 1755 W Hammer Ln",eric.tillotson@raymondjames.com,,Salesforce
10991281,Inactive Investor,Harrison Wall,Registered Associate,"Wells Fargo Advisors Financial Network, LLC Riverside RI 1481 Wampanoag Trl",harrison.wall@wfafinet.com,,Salesforce
9564792,,Troy Stine,,,troy.stine@jwcemail.com,,List import
10819625,Inactive Investor,Sean Teesdale,,"CapFinancial Securities, LLC. Doylestown PA 1980 S Easton Rd",,,Salesforce
10920666,Inactive Investor,Timothy Collins,,"PTS Brokerage, LLC",tcollins@ptsbrokerage.com,,Salesforce
11220935,,Shawn Bresnahan,,,shawn.bresnahan@empower-retirement.com,,List Import
11036252,Inactive Investor,Todd Bower,,"Cambridge Investment Research, Inc. Denver CO 730 17th St",,,Salesforce
11019733,Inactive Investor,Justin Gigliotti,,J.P. Morgan Securities LLC Broomfield CO 16820 Sheridan Pkwy,,,Salesforce
9596095,,Ed St. Croix,,,edstcroix@mac.com,,List import
9584966,,Christopher Herring,,,christopherherring@financialguide.com,,List import
10616765,,Daniel Pepoon,,,daniel_h_pepoon@ml.com,,List Import
10797484,Inactive Investor,Brett Levinson,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Diego CA 16870 W Bernardo Dr",,,Salesforce
10889020,Inactive Investor,Glenn Surowiec,Investment Advisor;Managing Member;Portfolio Manager,"GDS Investments, LLC West Chester PA 102 Jumper Ln",glenn@gdsinvestments.com,,Salesforce
10918269,Inactive Investor,Heidi Carrels,Financial Advisor,"Ameriprise Financial Services, LLC Aberdeen SD 1108 S Main St",heidi.carrels@ampf.com,,Salesforce
10835534,Inactive Investor,Florin Bucutea,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",florin.bucutea@ampf.com,,Salesforce
11198677,Inactive Investor,Mihaela Pop,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",mihaela.pop@northerntrust.com,,Salesforce
10487992,,Thomas Decker,"Financial Advisor, Managing Director, Private Wealth Financial Advisor, Vice President - Investments","Wells Fargo Clearing Services, LLC",tom.decker@wellsfargo.com,,List Import
11145620,Inactive Investor,Cody Carpenter,,PlanMember Securities Corporation McDonough GA 1700 Pennsylvania Ave,ccarpenter@planmembersec.com,,Salesforce
11047029,Inactive Investor,Michael Taxman,Chief Compliance Officer;Managing Member;Owner;Principal,Michael D. Taxman Investment Management,michael@mdtinvest.com,,Salesforce
10958183,Inactive Investor,Sarah Tunnell,,"Sanford C. Bernstein & Co., LLC",sarah.tunnell@bernstein.com,,Salesforce
10801445,Inactive Investor,Christopher Newton,Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,christopher.newton@ubs.com,,Salesforce
107509,,Kokoette-Samuel James,,Title,kokoettej@gmail.com,(074) 643-8888,Organic Search
10852773,Inactive Investor,Gabrielle Larson,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10757414,Inactive Investor,Jon Veenis,,"NewEdge Securities, Inc.",,,Salesforce
9646874,,will reeves,,,willreeves1@gmail.com,,List import
10891128,Inactive Investor,Zachary Bratz,Relationship Banker,"Wells Fargo Clearing Services, LLC Kennesaw GA 2778 Cobb Pkwy NW",zachary.bratz@wellsfargo.com,,Salesforce
9559189,,John Barbrick,,,jbarbrick@ewmadvisors.com,,List import
10606336,,James English,"Branch Manager, Financial Advisor, Vice President",Janney Montgomery Scott LLC,jenglish@janney.com,203-752-2169,List Import
67219,,Kathlene Garber,Financial Consultant,Thrivent Investment Management Inc.,katie.garber@thrivent.com,773-935-9526,
10852856,Inactive Investor,Peter McKenna,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,peter.mckenna@fidelity.com,,Salesforce
11103235,Inactive Investor,William Hall,Financial Advisor,Edward Jones Amarillo TX 9404 Hillside Rd,bill.hall@edwardjones.com,,Salesforce
11046772,Inactive Investor,Richard Felder,,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,richard.felder@primerica.com,,Salesforce
10809666,Inactive Investor,Steven Smith,,"Ausdal Financial Partners, Inc. Freeport IL 206 S Galena Ave",,,Salesforce
11114780,Inactive Investor,Christina Acker,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",,,Salesforce
10893643,Inactive Investor,Joseph Palma,,"American Portfolios Financial Services, Inc. Rochester NY 2590 Brighton Henrietta Town Line Rd",jpalma@americanportfolios.com,,Salesforce
11142094,Inactive Investor,Vinny Gurnani,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",vinny_gurnani@ml.com,,Salesforce
11098412,Inactive Investor,Karina Elperin,Vice President;Wealth Management Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,karina.elperin@morganstanley.com,,Salesforce
11187411,Inactive Investor,John Williams,,"Equity Services, Inc.",johnwilliams@nationallife.com,,Salesforce
11115553,Inactive Investor,Milos Bjedov,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",milos.bjedov@ml.com,,Salesforce
11033870,Inactive Investor,Ted Beck,,Fidelity Brokerage Services LLC Boise ID 7940 W Rifleman St,ted.beck@fidelity.com,,Salesforce
11040725,Inactive Investor,Joseph Watson,Wealth Advisor,"Evexia Wealth, LLC",jwatson@evexiawealth.com,,Salesforce
2206981,,AKASH Akash,,,akashkumarakr4591@gmail.com,,
9642608,,Thomas Lemaire,,,tomrlemaire@gmail.com,,List import
9558276,,Anthony Brewer,,,brewer.andy@principal.com,,List import
10939520,Inactive Investor,Alexander Rasky,Investment Advisor Representative,Lincoln Investment Royal Oak MI 990 N Main St,arasky@lincolninvestment.com,,Salesforce
10947700,Inactive Investor,Ryan Olson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",,,Salesforce
10840478,Inactive Investor,Alvaro Munoz,Financial Advisor;First Vice President,Morgan Stanley Houston TX 717 Texas St,alvaro.munoz@morganstanley.com,,Salesforce
11207993,Inactive Investor,Jill Porcelli,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,jill.porcelli@primerica.com,,Salesforce
10818021,Inactive Investor,Joseph Rumbley,Financial Advisor,Edward Jones Saint Charles IL 224 Kirk Rd,joe.rumbley@edwardjones.com,,Salesforce
240315,,DALE HARBITZ,,[Unknown],dharbitz@gmail.com,,Direct
10839570,Inactive Investor,Mamie Liu,Investment Advisor Representative,Advocate Investing Services,mamie.liu@advocateinvesting.com,,Salesforce
11211584,Inactive Investor,Nancy Carmean,Senior Private Client Assistant,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,ncarmean@janney.com,,Salesforce
11192932,Inactive Investor,Elizabeth Davis,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,elizabeth.davis@morganstanley.com,,Salesforce
10802795,Inactive Investor,Ronald Snider,Principal,Capital Synergy Partners Las Vegas NV Private Residence,rsnider@capitalsynergypartners.com,,Salesforce
11153631,Inactive Investor,David Colicci,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,david.colicci@fidelity.com,,Salesforce
11021661,Inactive Investor,Evan Cohen,Chief Compliance Officer,Carry Advisors LLC,,,Salesforce
10825528,Inactive Investor,Vickie Pond,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,vickie.pond@lpl.com,,Salesforce
11122235,Inactive Investor,Ronnie Higgs,Financial Advisor;Wealth Management Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,ronnie.higgs@jpmorgan.com,,Salesforce
351914,,Guillaume Farges,Advisor,Pemberton Capital Advisors Llp,guillaume.farges@pembertonam.com,440-207-9939300,Manual List Upload
11113790,Inactive Investor,Jarrett Vitulli,,Evercore Group L.L.C.,jarrett.vitulli@evercore.com,,Salesforce
10834196,Inactive Investor,John Wall,,"Raymond James Financial Services, Inc. Williamsburg VA 5425 Discovery Park Blvd",john.wall@raymondjames.com,,Salesforce
10889774,Inactive Investor,Evan Galbraith,,Key Investment Services LLC Nyack NY 17 S Broadway,evan_g_galbraith@kisinvestments.com,,Salesforce
10827449,Inactive Investor,Michael Bellware,Family Wealth Advisor;Financial Advisor;First Vice President - Wealth Management;Senior Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,michael.bellware@morganstanley.com,,Salesforce
10892822,Inactive Investor,Alberto Sisso,Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",alberto.sisso@raymondjames.com,,Salesforce
349567,,Linda Richardson,Chief Operating Officer,"Peterson Financial Group, Inc.",linda@petersonfg.com,515-226-1500,Manual List Upload
9594370,,Aly Hadibhai,,,ahadibhai@oncap.com,,List import
11188320,Inactive Investor,Paul Datuin,,"U.S. Bancorp Investments, Inc. Hesperia CA 16832 Main St",,,Salesforce
174283,,Geno Brown,,[Unknown],geno.d.brown@gmail.com,,source
11236062,Inactive Investor,Jordan Fee,Relationship Manager,"Allium Financial Advisors, LLC",jordan@alliumfinancial.com,,Salesforce
11113559,Inactive Investor,Andrew Ray,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",andrew.ray@truist.com,,Salesforce
10912883,Inactive Investor,Dennis Dercks,,"Osaic Wealth, Inc. Seymour WI Private Residence",,,Salesforce
9541473,,Christopher Finn,,,christopher.finn@carlyle.com,,List import
9572156,,John Gonia,,,jgonia@sigmarep.com,,List import
11146922,Inactive Investor,Kim Kringen,,State Farm VP Management Corp. Minneapolis MN 10153 University Ave NE,,,Salesforce
9627112,,Ali Sami Kose,,,a.samikose@yahoo.co.uk,,List import
10795096,Inactive Investor,Erik O'Neill,Founder;Managing Partner;Regulatory Contact,NorthCape Wealth Management,erik.oneill@northcapewm.com,,Salesforce
10970734,Inactive Investor,Blake Boughey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,blake.boughey@fidelity.com,,Salesforce
11074873,Inactive Investor,Michelle Nguyen,Managing Director,First Foundation Advisors Los Angeles CA 10850 Wilshire Blvd,mnguyen@ff-inc.com,,Salesforce
10936890,Inactive Investor,Silesha Butler,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",silesha.butler@nm.com,,Salesforce
6027593,,Wayne Irwin,,,actionbuildworks@gmail.com,,Web Form Fillout
10967860,Inactive Investor,Shaleah Provencher,,"Wells Fargo Clearing Services, LLC Bemidji MN 2024 Paul Bunyan Dr NW",,,Salesforce
9631377,,zhongyu shi,,,1105166829@qq.com,,List import
9568263,,James Howard,,,jwhoward526@att.net,,List import
11175497,Inactive Investor,Nicole Allen,,"Ameriprise Financial Services, LLC Rochelle Park NJ 201 W Passaic St",nicole.x.allen@ampf.com,,Salesforce
11104264,Inactive Investor,Carrie Thompson,Financial Advisor,Hamilton Capital,carrie.thompson@hamiltoncapital.com,,Salesforce
11059984,Inactive Investor,Lauren Doolan,Financial Advisor,McAdam LLC,lauren.doolan@mcadamfa.com,,Salesforce
11154684,Inactive Investor,Jerry Mackey,,Citigroup Global Markets Inc. Brooklyn NY 195 Montague St,jerry.mackey@citi.com,,Salesforce
11018245,Inactive Investor,Brandon Olsen,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",brandon.olsen@equitable.com,,Salesforce
372812,,Soyoun Ahn,,United States,soyounahn@gmail.com,,source
11088858,Inactive Investor,Heather Nidetch,,"Pruco Securities, LLC. Miami FL 800 NW 62nd Ave",heather.nidetch@prudential.com,,Salesforce
9615767,,Rowland Wilhelm,,,rowland@etfaction.com,,List import
9637318,,Ndivhoniswani Mawelewele,,,ndivhoniswani@cryptocrewuniversity.com,,List import
11173709,Inactive Investor,Sergio Sampedro,,J.P. Morgan Securities LLC Thornwood NY 608 Columbus Ave,sergio.sampedro@jpmorgan.com,,Salesforce
9613862,,Srini Arikati,,,sarikati@yahoo.com,,List import
201841,,John Cuddy,,[Unknown],jcuddy@wradvisors.com,,source
11236770,Inactive Investor,Brian Cann,Director;Wealth Advisor,"Heartwood Wealth Advisors, LLC",bcann@heartwoodva.com,,Salesforce
10868572,Inactive Investor,Thomas Orourke,,Citigroup Global Markets Inc.,,,Salesforce
10767655,Inactive Investor,Robert Faulkner,,Huntleigh Securities Corporation,rfaulkner@hntlgh.com,,Salesforce
10969893,Inactive Investor,Quinton Kujawa,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10866096,Inactive Investor,Norman Kirkwood,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Anderson SC 1508 E Greenville St",norman.kirkwood@firstcitizens.com,,Salesforce
11021632,Inactive Investor,Matthew Pittman,Investment Advisor,UL Wealth LLC,,,Salesforce
9644915,,Trevor Martin,,,tmarti05@gmail.com,,List import
10505894,,Tony Paper,advisor,Concourse Financial,anthony.paper@concoursepro.com,701-541-2797,List import
9615962,,Alec Rowell,,,rowellalec@gmail.com,,List import
374800,,Sarah Barnes,,UI Charitable Advisors,sarahbarnes@uicharitable.org,,Salesforce
11052986,Inactive Investor,Vanessa Miranda,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11204041,Inactive Investor,Germaine Weldon,Partner;Wealth Manager,Inspired Financial Planners,gweldon@inspiredfin.com,,Salesforce
9609617,,Ali Aboubih,,,licailababoubieh@me.com,,List import
10945486,Inactive Investor,Jean Young,,The Huntington Investment Company Warren OH 8226 E Market St,,,Salesforce
10788719,Inactive Investor,Ted Abner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ted.abner@fidelity.com,,Salesforce
11230146,Inactive Investor,Omid Aldaghi,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,osaldaghi@ft.newyorklife.com,,Salesforce
11192329,Inactive Investor,Shaun Erickson,Chief Compliance Officer;Managing Member,Single Point Partners,shaun.erickson@spcfo.com,,Salesforce
227407,, -,,[[Unknown]],deddf@gm.cpm,,
9617667,,Allen Ali,,,allen.ali@ubs.com,,List import
10656451,,Scott Fox,,,scott.fox@ubs.com,,List Import
11015982,Inactive Investor,Carlas Dixon,,"Allstate Financial Services, LLC Piedmont SC 7704 Augusta Rd",carlasdixon@allstate.com,,Salesforce
128503,,James Savage,,Lido Advisors,jsavage@lidoadvisors.com,,
9617036,,Shahzad Mehr,,,shahzad.mehr@yahoo.com,,List import
9597464,,Lee Hills,,,hillslm11@gmail.com,,List import
10995721,Inactive Investor,Erik Greene,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,erik_greene@vanguard.com,,Salesforce
11165757,Inactive Investor,Richard Tammaro,,Morgan Stanley Red Bank NJ 20 Linden Pl,richard.tammaro@morganstanley.com,,Salesforce
11107724,Inactive Investor,Taylor Mavrakos,,"Independent Advisor Alliance, LLC Dunedin FL 465 Patricia Ave",taylor@independentadvisoralliance.com,,Salesforce
9625233,,Stella Mao,,,stella_m_3077@outlook.com,,List import
10870516,Inactive Investor,Samuel Harris,,UBS Financial Services Inc. New York NY 299 Park Ave,samuel.harris@ubs.com,,Salesforce
10841773,Inactive Investor,Robert Bayze,,"Pruco Securities, LLC. Tucson AZ 4425 E 5th St",bob.bayze@prudential.com,,Salesforce
11179661,Inactive Investor,Tahirih Toll,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",tahirih.toll@rbc.com,,Salesforce
10979995,Inactive Investor,Daniel Del Rio,Chief Compliance Officer;Founder;Managing Member;President,HighRise Wealth Management Pinecrest FL 9495 SW 72nd Ct,,,Salesforce
11060387,Inactive Investor,James Cole,,LPL Financial LLC Adrian MI 3245 N Adrian Hwy,james.cole@lpl.com,,Salesforce
10929825,Inactive Investor,Carol Robinson,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,carol.robinson.bugg@statefarm.com,,Salesforce
10800140,Inactive Investor,Wendy Hallswift,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",wendy.hall-swift@wellsfargoadvisors.com,,Salesforce
11018041,Inactive Investor,Christopher Conley,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",chris.conley@nm.com,,Salesforce
9594458,,James Ward,,,jward@everettharris.com,,List import
9563319,,Charles Douglas Opoku Fordjour,,,charles@lumgint.com,,List import
11150033,Inactive Investor,John Loyd,,LPL Financial LLC Fort Worth TX 1300 Summit Ave,john.loyd@lpl.com,,Salesforce
10918896,Inactive Investor,Steven Capps,,"Allstate Financial Services, LLC Boise ID 681 N 5 Mile Rd",stevencapps@allstate.com,,Salesforce
10569343,,kelly davies,,,kellyual@aol.com,,Web Form Fillout
11138982,Inactive Investor,Christopher Dillon,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,christopher.dillon@lpl.com,,Salesforce
11177429,Inactive Investor,Jennifer Mackay,,LPL Financial LLC Norfolk VA 1812 Granby St,jennifer.mackay@lpl.com,,Salesforce
9557223,,Charles Beach,,,tony.beach@voyafa.com,,List import
11074508,Inactive Investor,Michael Burroughs,Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11024035,Inactive Investor,Sean Hanley,Wealth Manager,Creative Planning New York NY 152 W 57th St,sean.hanley@lpl.com,,Salesforce
10895230,Inactive Investor,Michael Gorichanaz,,"Avantax Investment Services, Inc. Racine WI 5402 Douglas Ave",,,Salesforce
11143954,Inactive Investor,William Windley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11171647,Inactive Investor,Timothy Mayer,Chief Compliance Officer;Co-Founder;Managing Member;Principal,PrimeauMayer Financial,timothy@primeaumayer.com,,Salesforce
10910498,Inactive Investor,Taylor Webster,,Vanguard Marketing Corporation,taylor_webster@vanguard.com,,Salesforce
10387395,,David Mills,,,dam198436@gmail.com,,Web Form Fillout
11061990,Inactive Investor,Ann-Marie Sarabia,Chief Compliance Officer,First City Capital Management Inc,asarabia@firstcitycapitalmanagement.com,,Salesforce
11113368,Inactive Investor,Marshall Lohrenz,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10905031,Inactive Investor,Melissa Baldwin,Financial Advisor;Financial Planner;Regulatory Contact;Shareholder,Sharkey Howes & Javer Inc,melissa@shwj.com,,Salesforce
9556556,,Todd Potter,,,tpotter@wisdirect.com,,List import
10906352,Inactive Investor,Tovunya Craig,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10895591,Inactive Investor,Lee Pounds,,"FBL Marketing Services, LLC New Plymouth ID 222 N Plymouth Ave",,,Salesforce
188659,,jamie Coutts,,[Unknown],jamiecoutts78@hotmail.com,,Organic Search
86427,,Cass Tokarski,,Wright Cove Capital,cass@wrightcovecapital.com,(203) 561-7473,Organic Search
8481081,,Kathleen Wrynn,,JP Morgan,kathleen.wrynn@jpmchase.com,,List Import
10918991,Inactive Investor,Robert Allen,,"Avantax Investment Services, Inc. Lake Katrine NY 2215 Rte 9w",,,Salesforce
1918337,,Ronald Lewis,,[Unknown],lewisronmoney428@gmail.com,,
11115715,Inactive Investor,John Mcgillewie,,"Frost Brokerage Services, Inc. Dallas TX 2950 N Harwood St",john.mcgillewie@frostbank.com,,Salesforce
11123404,Inactive Investor,Wilson Tien,,J.P. Morgan Securities LLC Monterey Park CA 459 S Atlantic Blvd,wilson.tien@jpmorgan.com,,Salesforce
10887546,Inactive Investor,David Rittenberg,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",david.rittenberg@equitable.com,,Salesforce
10801556,Inactive Investor,Alan Kodama,,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,alan.kodama@lpl.com,,Salesforce
11207568,Inactive Investor,Michael Devivio,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,michael.devivio@ubs.com,,Salesforce
28280,,Perre Peraj,,[[Unknown]],andrewperaj@gmail.com,,Initial Salesforce Import
11126871,Inactive Investor,Carlton Turner,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Rocky Mount NC 4051 Capital Dr",carl.turner@rbc.com,,Salesforce
88210,,David Wright,Financial Representative,"Transamerica Financial Advisors, Inc",david.wright@transamerica.com,770-309-8886,
221563,,Namle NAmle,,[Unknown],hoangnam01683571835@gmail.com,,Direct
10892668,Inactive Investor,Dustin Hocking,Financial Advisor,Edward Jones Graham WA 9805 224th St E,dustin.hocking@edwardjones.com,,Salesforce
10877192,Inactive Investor,Daniel Seidel,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,,,Salesforce
10942968,Inactive Investor,David Brewer,,State Farm VP Management Corp. Warrior AL 209 Louisa St,davidbrewer@statefarm.com,,Salesforce
10904639,Inactive Investor,Chad Rowland,,"Truist Investment Services, Inc. Brooksville FL 1 E Jefferson St",chad.rowland@truist.com,,Salesforce
340527,,Thomas Buttacavoli,Manager,"Waterfall Asset Management, Llc",tbuttacavoli@waterfallam.com,212-257-4600,Manual List Upload
9625339,,Andrew Higgins,,,higginap2000@gmail.com,,List import
6913880,,Sayed Motahar Hossain Sayed Hossain,,,syedmotaharhossain62@gmail.com,,Web Form Fillout
9582972,,Vincent Micciche,,,vmicciche@lifemark.com,,List import
11231702,Inactive Investor,Rebecca Hall,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
9585804,,fusheng tan,,,fusheng.tan@outlook.com,,List import
11158053,Inactive Investor,Lucas Pataky,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11189957,Inactive Investor,Daniel Friel,,"Empower Financial Services, Inc Boston MA 100 Federal St",daniel.friel@gwrs.com,,Salesforce
10753648,Inactive Investor,Christopher Orluk,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,christopher.orluk@morganstanley.com,,Salesforce
10873847,Inactive Investor,Steven Martinucci,Regional Vice President,PFS Investments Inc. Sarasota FL 5602 Marquesas Cir,steven.martinucci@primerica.com,,Salesforce
10911858,Inactive Investor,Cameron Arm,,"U.S. Bancorp Investments, Inc. Spokane WA 621 E 30th Ave",,,Salesforce
10872506,Inactive Investor,James Butler,,"Cambridge Investment Research, Inc. Petaluma CA 405 E D St",,,Salesforce
111009,,Tony Morisset,,Morisset Plumbing Heating & Cooling Inc.,tonymorisset@aol.com,(161) 727-5644,Paid Social
10781776,Inactive Investor,Benjamin Connor,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",connor.benjamin@ntrs.com,,Salesforce
9556358,,Ira Isaacs,,,isaacs_ira@nlvmail.com,,List import
11189764,Inactive Investor,Scott Silverglate,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
10827824,Inactive Investor,Fiorella Inurritegui,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,fiorella.inurritegui@chase.com,,Salesforce
11017143,Inactive Investor,Drew Glaeser,,Neuberger Berman BD LLC,drew.glaeser@nb.com,,Salesforce
10882760,Inactive Investor,Steven Jones,Wealth Advisor,"Good Life Advisors, LLC Morehead City NC 405 Evans St",steven.r.jones@goodlifefa.com,,Salesforce
11098042,Inactive Investor,Gabriel Rodriguez,Investment Advisor,"WE Alliance Wealth Advisors, Inc.",gabe@weriaadvisors.com,,Salesforce
10968789,Inactive Investor,Jale Sellards,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9605227,,Ronald Lysek Jr,,,ronl@msfi.com,,List import
9641997,,Chris Meacham,,,cmeacham@vivaldicap.com,,List import
9542121,,Chan Huynh,,,bopopeye@gmail.com,,List import
10523700,,Jon Jon Unsay,,,jj2unsay@gmail.com,,Web Form Fillout
10862658,Inactive Investor,Karen Spradlin,,PFS Investments Inc. Saint Charles MO 2850 W Clay St,karen.spradlin@primerica.com,,Salesforce
11254857,Inactive Investor,Daniel Allender,Associate Client Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11065895,Inactive Investor,Frederick Przekop,Financial Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Santa Barbara CA 1332 Anacapa St,,,Salesforce
222308,,Steve Tarrab,,[Unknown],starrab@gmail.com,,
10772732,Inactive Investor,David Harris,Chief Executive Officer,"MCF Advisors, LLC Lexington KY 333 W Vine St",dharris@mcfadvisors.com,,Salesforce
220275,,Armando Roggio,,[Unknown],aeroggio@gmail.com,,
10793437,Inactive Investor,Jeremy Di Tullio,Financial Planner,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",jeremy.ditullio@lfg.com,,Salesforce
10882173,Inactive Investor,Nicholas McIntee,,GWN Securities Inc. Orlando FL 7208 W Sand Lake Rd,nmcintee@gwnsecurities.com,,Salesforce
10990962,Inactive Investor,Russell Dedrick,,PFS Investments Inc. Saint Paul MN 4525 White Bear Pkwy,rdedrick@primerica.com,,Salesforce
11025395,Inactive Investor,Carolyn Lanzetta,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10912040,Inactive Investor,Kristi Bell,,J.P. Morgan Securities LLC Chicago IL 3032 N Clark St,kristi.bell@jpmorgan.com,,Salesforce
11049099,Inactive Investor,Carol Novak,,AW Securities Bel Air MD 2231 Old Emmorton Rd,,,Salesforce
10755375,Inactive Investor,Laura Linkinhoker,Senior Registered Associate,Morgan Stanley Columbus OH 4449 Easton Way,laura.linkinhoker@morganstanley.com,,Salesforce
11003506,Inactive Investor,Rachel Gonzalez Gonzalez,,J.P. Morgan Securities LLC Miami FL 80 SW 8th St,rachel.gonzalez-gonzalez@jpmorgan.com,,Salesforce
4603217,,Hayley Middleton,,,hayleymiddleton99@yahoo.com,,Web Form Fillout
9575049,,Daniel Nelson,,,dnelson@iaac.com,,List import
4920529,,John Johnson,,,grayscalecom7483@email.owletter.com,,Web Form Fillout
9638814,,McCray Benson,,,mvbenson@cfhcforever.org,,List import
11180746,Inactive Investor,Tyler Chaisson,,Compass Securities Corporation,,,Salesforce
11172771,Inactive Investor,Gloria Grenon,,Vanguard Marketing Corporation,gloria_grenon@vanguard.com,,Salesforce
10941837,Inactive Investor,Braden Mcilvain,Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",braden.mcilvain@ampf.com,,Salesforce
10885804,Inactive Investor,Jared Kohn,Financial Advisor,Edward Jones Lutz FL 18932 N Dale Mabry Hwy,jared.kohn@edwardjones.com,,Salesforce
11180245,Inactive Investor,Franklin Guanipa Navarro,,Fidelity Brokerage Services LLC,,,Salesforce
10832184,Inactive Investor,Craig Belz,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",,,Salesforce
371215,,GARY MANCO,,[Unknown],mancogary@yahoo.com,,Website
9593946,,Lucas Camargo,,,phantomshoot@outlook.com,,List import
10977609,Inactive Investor,Cameron Davis,Client Relationship Specialist,"Charles Schwab & Co., Inc. Boise ID 902 W Main St",,,Salesforce
9599761,,Chee-won Tan,,,ctan@theoremafunds.com,,List import
11063506,Inactive Investor,Christa Lupton,,UBS Financial Services Inc. Denver CO 4600 S Ulster St,,,Salesforce
11013512,Inactive Investor,Carol Ridgely,,"Allstate Financial Services, LLC Owings Mills MD 90 Painters Mill Rd",carolridgely@allstate.com,,Salesforce
10806848,Inactive Investor,Howard Cohen,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Greeley CO 2015 Clubhouse Dr",,,Salesforce
10753520,Inactive Investor,Nikki Theriault,Associate Vice President;Senior Client Associate,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",nikki.theriault@rbc.com,,Salesforce
191393,,Daniel Elias,,WeMultiply,delias11223@gmail.com,476133892,Organic Search
10506110,,Steve Holeman,Financial Advisor,Primerica,sholeman@vsu.edu,804-840-3544,List import
9616858,,IVAN ROCHE,,,ivan_roche@comcast.net,,List import
10961103,Inactive Investor,Uriel Lopez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,uriel_lopez@vanguard.com,,Salesforce
10940586,Inactive Investor,Jason Dugan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10952002,Inactive Investor,Shawn Barnum,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",shawn.barnum@valic.com,,Salesforce
10896372,Inactive Investor,David Shaw,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
10978042,Inactive Investor,William Westerburg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",,,Salesforce
11003455,Inactive Investor,Adam Peters,,J.P. Morgan Securities LLC Coshocton OH 120 S 4th St,adam.peters@jpmorgan.com,,Salesforce
10846563,Inactive Investor,Patricia Groff,Financial Advisor,"Ameriprise Financial Services, LLC Marshall MN 100 W College Dr",patricia.2.groff@ampf.com,,Salesforce
10872721,Inactive Investor,Thomas Cohen,Financial Advisor,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,tcohen@janney.com,,Salesforce
11177317,Inactive Investor,Kody Allen,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
11056962,Inactive Investor,Lindsay Dreyer,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC Chesterfield MO 16090 Swingley Ridge Rd,ldreyer@rockco.com,,Salesforce
9127844,,James Egelhof,,,jegelhof@janestreet.com,,List Import
10790741,Inactive Investor,Meaghan McKenzie,Managing Director;Senior Vice President - Investments,Wedbush Securities Inc. Seattle WA 601 Union St,meaghan.hostetler@wedbush.com,,Salesforce
11193416,Inactive Investor,Blaine Hess,,"Csenge Advisory Group, LLC Atlanta GA 3330 Cumberland Blvd SE",blaine@csenge.com,,Salesforce
9579945,,Michael DeAngelo,,,mpdgoggle@yahoo.com,,List import
10869562,Inactive Investor,Theresa Schmitt,Investment Executive,"Fifth Third Securities, Inc. Naples FL 5636 Tavilla Cir",theresa.schmitt@53.com,,Salesforce
9583400,,Robert Coors,,,rcoors@hollisparkpartners.com,,List import
11030228,Inactive Investor,Matthew Nelson,,"Hantz Financial Services, Inc. Grandville MI 2876 28th St SW",matthew.nelson@hantzgroup.com,,Salesforce
11012827,Inactive Investor,Lindsay Becker,,"Osaic Wealth, Inc. Elm Grove WI 12700 W Bluemound Rd",,,Salesforce
10847787,Inactive Investor,Michael Davis,Financial Advisor,LPL Financial LLC New Orleans LA 935 Gravier St,michael.l.davis@lpl.com,,Salesforce
11103057,Inactive Investor,Thomas Dura,Financial Advisor,Edward Jones Springfield IL 3161 W White Oaks Dr,t.j.dura@edwardjones.com,,Salesforce
10486881,,Lorin Henton,"Branch Office Manager, Senior Vice President",Neuberger Berman BD LLC,lhenton@nb.com,,List Import
11055839,Inactive Investor,John Jesonowski,,"Osaic Wealth, Inc. Buffalo NY 950A Union Rd",,,Salesforce
373513,,Parag Sharma,,[Unknown],paragsharma21@hotmail.com,,source
10985363,Inactive Investor,Bryan Carroll,,"American Portfolios Financial Services, Inc. North Tonawanda NY 119 Goundry St",bcarroll@americanportfolios.com,,Salesforce
9541129,,Stanton Williams,,,stantondwilliams@gmail.com,,List import
10909198,Inactive Investor,Jonathan Cosman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,jonathan.cosman@morganstanley.com,,Salesforce
11022345,Inactive Investor,Nichol Rogers,Branch Manager;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Omaha NE 13609 California St,nrogers@rwbaird.com,,Salesforce
11180382,Inactive Investor,Leonard Boniface,Vice President,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",leonard.boniface@raymondjames.com,,Salesforce
9556047,,Brad HUR,,,dalyoung83@nate.com,,List import
10789772,Inactive Investor,Donald Sullivan,,"CreativeOne Securities, LLC Jacksonville FL 7077 Bonneval Rd",dsullivan@c1s.net,,Salesforce
10898314,Inactive Investor,Robert Segovia,Financial Advisor,Edward Jones Midlothian TX 203 George Hopper Rd,robert.segovia@edwardjones.com,,Salesforce
11120362,Inactive Investor,John Rentschler,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Columbia MO 3610 Buttonwood Dr",john.rentschler@nm.com,,Salesforce
11076877,Inactive Investor,Lindsey James-West,Financial Planner,PlanMember Securities Corporation Houston TX 550 Post Oak Blvd,,,Salesforce
230605,, -,,[[Unknown]],mtwoods3333@yahoo.com,,Organic Search
9622392,,Sam Elfarra,,,elfarrams@gmail.com,,List import
11293977,Active Investor,Jim Merry,,Pacific Premier Trust Custodian FBO James Robert Merry Roth IRA,jim@merryhaus.net,2406745547,Salesforce
9645182,,Paul Lauro,,,laurolove@yahoo.com,,List import
11188384,Inactive Investor,Robert Pope,,"Osaic FA, Inc. Cherry Hill NJ 1800 Chapel Ave W",robert.popejr@lfg.com,,Salesforce
10644032,,Tess Segal,,,tess.segal@ubs.com,,List Import
11253997,Inactive Investor,Tarik Dalton,,"Sanctuary Securities, Inc.",,,Salesforce
11066516,Inactive Investor,Ryan Eaton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11170038,Inactive Investor,Marc Tuschen,,"First Command Brokerage Services, Inc. Evans GA 3015 Allen Dr",matuschen@firstcommand.com,,Salesforce
11171806,Inactive Investor,Jonathon Lee,,J.P. Morgan Securities LLC Green Bay WI 200 S Adams St,jonathon.lee@jpmorgan.com,,Salesforce
11044114,Inactive Investor,Donna Yoshida,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",donna.h.yoshida@ampf.com,,Salesforce
10357466,,Aly Mane,,,manealyjb@gmail.com,,Web Form Fillout
11181412,Inactive Investor,Stephen DeBeer,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",stephen.debeer@stifel.com,,Salesforce
11042197,Inactive Investor,Jeanne Shepherd,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,jeannewhite@statefarm.com,,Salesforce
10760483,Inactive Investor,Diane Leard,Senior Registered Associate,Morgan Stanley Binghamton NY 50 Front St,diane.leard@morganstanley.com,,Salesforce
10486854,,Rosmari Trump,Client Service Associate,"Ameriprise Financial Services, LLC",rosmari.trump@ampf.com,,List Import
6465018,,Jane Voorhees,,,jvoorhees@alinewealth.com,,Web form fillout
11209277,Inactive Investor,Douglas Kilfoyle,,State Farm VP Management Corp. New Carlisle OH 325 S Main St,douglaskilfoyle@statefarm.com,,Salesforce
9560167,,David Kaminski,,,dkaminski@ayco.com,,List import
11232849,Inactive Investor,Matthew Giugliano,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",matthew.giugliano@wellsfargoadvisors.com,,Salesforce
10967726,Inactive Investor,Ryan Kennedy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10915165,Inactive Investor,Christopher Bjerke,,"FBL Marketing Services, LLC Caledonia MN 506 W Foltz Dr",christopher.bjerke@fbfs.com,,Salesforce
348756,,Alexander Bark,Member; Head Of Global Client Relations,Grantham Mayo Van Otterloo & Co Llc,abark@gmo.com,617-330-7500,Manual List Upload
11148267,Inactive Investor,Lisa Kulow,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,lisa.kulow@primerica.com,,Salesforce
9583352,,Jean D'Arcy,,,jdarcy@massmutual.com,,List import
10882851,Inactive Investor,Eli Hansen,,"FBL Marketing Services, LLC Twin Falls ID 2732 Kimberly Rd",eli.hansen@fbfs.com,,Salesforce
1003196,Inactive Investor,Nick Metzidakis,,Tyr Capital,nmetzidakis@tyr.capital,,
11189433,Inactive Investor,Mark Schwab,,LPL Financial LLC Palm City FL 290 SW Harbor View Dr,mark.schwab@lpl.com,,Salesforce
11210132,Inactive Investor,Stephen Barber,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10948347,Inactive Investor,Kenneth Burgess,Financial Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4510 Cox Rd",kenneth.burgess@ampf.com,,Salesforce
11087351,Inactive Investor,John Kim,Portfolio Manager;Principal;Regulatory Contact,"Night Owl Capital Management, LLC",john@nightowlcapital.com,,Salesforce
11106363,Inactive Investor,Joseph Lynsky,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Portland OR 3782 SE Hawthorne Blvd",,,Salesforce
221534,,Andrei Perjan,,[Unknown],andreyperjan@gmail.com,,source
10871861,Inactive Investor,Reza Bahadori,,"Carter, Terry & Company, Inc.",rbahadori@carterterry.com,,Salesforce
9642073,,naomie -,,,naomiebrannon@yahoo.com,,List import
11045966,Inactive Investor,Evan Brenelus,,PFS Investments Inc. Pompano Beach FL 2101 NW 33rd St,ebrenelus@primerica.com,,Salesforce
10947880,Inactive Investor,Burton Relethford,Private Client Advisor,J.P. Morgan Securities LLC Charleston SC 177 Meeting St,burton.relethford@jpmorgan.com,,Salesforce
11093968,Inactive Investor,Michael Savastano,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,msavastano@ft.newyorklife.com,,Salesforce
11151881,Inactive Investor,Gene Lin,,Goldman Sachs & Co.,,,Salesforce
10868851,Inactive Investor,Jeremy Mason,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,jeremy.mason@lpl.com,,Salesforce
11065160,Inactive Investor,Craig Christensen,,"Barrington Research Associates, Inc.",,,Salesforce
11231205,Inactive Investor,Evan Boling,,LPL Financial LLC Mount Laurel NJ 10000 Midlantic Dr,,,Salesforce
11116144,Inactive Investor,Christopher Folz,Financial Services Representative,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,christopher.folz@citi.com,,Salesforce
10792000,Inactive Investor,Lonnie Vollrath,,LPL Financial LLC Littleton CO 7325 S Pierce St,lonnie.vollrath@lpl.com,,Salesforce
9619716,,Daniel OConnell,,,danoconnell100@gmail.com,,List import
10793896,Inactive Investor,Daniel Weinberger,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Boulder CO 1155 Canyon Blvd",daniel.weinberger@wellsfargoadvisors.com,,Salesforce
10753804,Inactive Investor,Matthew Simpson,Financial Advisor,Edward Jones Winter Haven FL 6346 Cypress Gardens Blvd,matthew.simpson@edwardjones.com,,Salesforce
10808828,Inactive Investor,Ayesha Sarvana,Institutional Consulting Associate,Morgan Stanley Oak Brook IL 2211 York Rd,ayesha.sarvana@morganstanley.com,,Salesforce
10851919,Inactive Investor,John Combs,,"Raymond James Financial Services, Inc. Neptune Beach FL 442 3rd St",john.combs@raymondjames.com,,Salesforce
10842640,Inactive Investor,John Kiley,Co-Owner;Member;President;Wealth Advisor,"Kiley Juergens Wealth Management, LLC",john@kj-wm.com,,Salesforce
11037457,Inactive Investor,Jacob Boyer,Financial Advisor,Robert W. Baird & Co. Incorporated Sheboygan WI 2048 Kohler Memorial Dr,jboyer@rwbaird.com,,Salesforce
11000494,Inactive Investor,Abraham Cecena,,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",abraham.cecena@ampf.com,,Salesforce
10879933,Inactive Investor,Isabella Rosenberg,,Goldman Sachs & Co.,,,Salesforce
10993080,Inactive Investor,Victor Glymph,,PFS Investments Inc. Griffin GA 1454 Williamson Rd,vglymph@primerica.com,,Salesforce
9575671,,Nicole Sanche,,,nicole-sanche@bluewin.ch,,List import
343846,,Peter Gruszka,"General Counsel, Managing Director",Monroe Capital Management Advisors Llc,pgruszka@monroecap.com,312-258-8300,Manual List Upload
10891964,Inactive Investor,Andrew Steinmetz,,"Raymond James Financial Services, Inc. Tulsa OK 1343 E 71st St",andrew.steinmetz@raymondjames.com,,Salesforce
10604316,,Richard Matthews,Fin Adv,gl capital advisors,rickm@glcapitaladvisors.com,7179069660,List Import
218866,,Timothy Rowsell,,[Unknown],timothyrowsell@yahoo.com,,
9556908,,Michael Davies,,,appletreehilllawyers@gmail.com,,List import
10852441,Inactive Investor,Edward Bronnenberg,,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",edward.bronnenberg@ampf.com,,Salesforce
11229758,Inactive Investor,Mackenzie Delaune,Financial Representative,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",,,Salesforce
198576,,Joe Dobson,,[Unknown],jdobson@pace-sci.com,,
10787530,Inactive Investor,Christopher Jennings,Senior Vice President,Neuberger Berman BD LLC,christopher.jennings@nb.com,,Salesforce
9648246,,Brooke Powell,,,bap223@outlook.com,,List import
9643124,,Juan Serrano,,,jserranomachorro@gmail.com,,List import
10964891,Inactive Investor,Sean Stockman,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",sstockman@financialguide.com,,Salesforce
11159342,Inactive Investor,Alec Palmer,,J.P. Morgan Securities LLC Denver CO 1455 16th St,alec.palmer@jpmorgan.com,,Salesforce
1005648,Inactive Investor,Kenneth Greene,Founder & CEO,Jericho Capital Corp.,ken@jccny.com, +1 707 879 8103,
10801335,Inactive Investor,Annette Forney,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",,,Salesforce
10766034,Inactive Investor,Kimberly Ranallo,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 7545 Ashworth Rd",kimberly.a.ranallo@ml.com,,Salesforce
10932863,Inactive Investor,Armando Fernandez,Investment Advisor Representative,LPL Financial LLC Doral FL Private Residence,armando.fernandez@lpl.com,,Salesforce
9579667,,Rui Ma,,,miss.rui.ma@gmail.com,,List import
11079578,Inactive Investor,Sandra Sailer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Luis Obispo CA 4660 Broad St",sandy.sailer@stifel.com,,Salesforce
11191548,Inactive Investor,Thomas Dubois,Chief Compliance Officer;Investment Advisor Representative;Managing Member,DuBois Capital Management LLC,,,Salesforce
9542763,,David Streit,,,dstreit@massmutual.com,,List import
11142490,Inactive Investor,Benjamin Remer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ben.remer@schwab.com,,Salesforce
9621698,,Omid Naemi,,,omidnbtc@gmail.com,,List import
244589,,Parker McCorkle,Major AE,M-Files,parker@m-files.com,12145340395,Manual List Upload
10943471,Inactive Investor,John Berry,,"ICA Group Wealth Management, LLC Mineral Wells TX 115 N Oak Ave",john.berry@icadvisorgroup.com,,Salesforce
11120999,Inactive Investor,Jacob Dziubek,,"Ameriprise Financial Services, LLC Brookfield WI 235 N Executive Dr",jacob.dziubek@ampf.com,,Salesforce
9635274,,August Schere,Senior Associate,"Turnbridge Capital, Llc",ascherer@turnbridgecapital.com,,List import
11096455,Inactive Investor,John Baggio,Regional Vice President,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,john.baggio@primerica.com,,Salesforce
10937118,Inactive Investor,Walter Mego,,"Raymond James Financial Services, Inc. Phoenix AZ 13015 N Tatum Blvd",walter.mego@raymondjames.com,,Salesforce
11070236,Inactive Investor,James Lynch,Chief Portfolio Administrator;Senior Vice President;Vice President,Lynch & Associates,jlynch@lnaonline.com,,Salesforce
11228560,Inactive Investor,Maria Vargas,Private Client Advisor,J.P. Morgan Securities LLC Bradenton FL 6145 Exchange Way,,,Salesforce
11254068,Inactive Investor,Lisa Littles,,&Partners Wilmington DE 3711 Kennett Pike,,,Salesforce
11109083,Inactive Investor,Heather Nielsen,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,heather.nielsen@primerica.com,,Salesforce
11108565,Inactive Investor,Helen Hamilton,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10778672,Inactive Investor,Roberto Awad,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,roberto.awad@gs.com,,Salesforce
11080654,Inactive Investor,Frank Bixler,Director;President,"Capital Strategies, Inc. Indianapolis IN 151 N Delaware St",fdbixler@cap-strat.com,,Salesforce
11041992,Inactive Investor,Alec Mckoy,,J.P. Morgan Securities LLC Riverside CA 8705 Trautwein Rd,alec.mckoy@jpmorgan.com,,Salesforce
10828394,Inactive Investor,William Gombatz,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",william.gombatz@nm.com,,Salesforce
11007886,Inactive Investor,Sigurd Pineda,,BBVA Securities Inc.,,,Salesforce
9591141,,Michael Haubrich,,,mikeh@toyourwealth.com,,List import
10892606,Inactive Investor,Mark Kowaleski,,"Abacus Investments, Inc.",,,Salesforce
11133555,Inactive Investor,Alisa Olsen,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11061668,Inactive Investor,Joelle Fontaine,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,joelle.fontaine@ubs.com,,Salesforce
9540762,,Lindsey Tewell,,,lindsey@etflogic.io,,List Import
10837499,Inactive Investor,George West,Partner;Vice President,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 198 Narrows Dr",george.west@wfafinet.com,,Salesforce
10906014,Inactive Investor,Gilbert Hawkins,Financial Advisor,LPL Financial LLC Santa Rosa CA 1058 Wikiup Dr,g.hawkins@lpl.com,,Salesforce
10991032,Inactive Investor,Roberto Morales,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,robertomorales@primerica.com,,Salesforce
9607947,,Adrian Richards,,,adrian@thestation-agency.com,,List import
11154603,Inactive Investor,David Mader,,State Farm VP Management Corp. Neenah WI 1065 S Lake St,,,Salesforce
11154050,Inactive Investor,William Matthews,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",william.matthews@schwab.com,,Salesforce
65525,,Kathy Beard,,"KMS Financial Services, Inc.",kathy.beard@kmsfinancial.com,360-387-2431,
10816419,Inactive Investor,Nicholas Stroia,,Sigma Financial Corporation Southgate MI 13260 Dix Toledo Rd,nstroia@sigmarep.com,,Salesforce
9586569,,Chetram Persaud,,,cpersaud@virtus.com,,List import
10931370,Inactive Investor,Jason Ledsworth,Financial Professional,PlanMember Securities Corporation Corpus Christi TX 4444 Corona Dr,jason@planmember.com,,Salesforce
10763617,Inactive Investor,Linda Koszalka,Financial Advisor,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",linda.koszalka@wellsfargoadvisors.com,,Salesforce
11125426,Inactive Investor,Bryan Neill,Financial Advisor,LPL Financial LLC Greenville SC 1400 Augusta St,bryan.neill@lpl.com,,Salesforce
11106469,Inactive Investor,Nevin Russell,,"Allstate Financial Services, LLC Brooksland AR 5074 Hwy 49 N",nevinrussell@allstate.com,,Salesforce
11199283,Inactive Investor,Michael Giofre,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
196948,,Manoj Kulkarni,,United States,kulkarni@me.com,,
11159983,Inactive Investor,Zachary Martin,Financial Advisor,Focus Financial Wausau WI 3530 Stewart Ave,zmartin@focusfinancial.com,,Salesforce
10612268,,Kimberly Breslauer,"Director - Investments, Financial Advisor",,kimberly.breslauer@opco.com,,List Import
11186608,Inactive Investor,Essa Tawasha,,J.P. Morgan Securities LLC Fairfield CA 5095 Business Center Dr,essa.tawasha@jpmorgan.com,,Salesforce
11140956,Inactive Investor,Lucille Faria,,Cetera Advisors LLC Fall River MA 982 Eastern Ave,lucille.faria@ceteraadvisors.com,,Salesforce
10973334,Inactive Investor,Alfred Diloreto,,"Morgan Wilshire Securities, Inc.",,,Salesforce
11018285,Inactive Investor,William Norton,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Carlsbad CA 5927 Balfour Ct",william.r.norton@ampf.com,,Salesforce
10893744,Inactive Investor,Timothy Taylor,Investment Banking Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10839065,Inactive Investor,Regina Monroe,Senior Client Associate;Vice President,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,rmonroe@rockco.com,,Salesforce
10829205,Inactive Investor,Connor Lowther,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",connor.lowther@ml.com,,Salesforce
11020191,Inactive Investor,Emma Brandt,,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",emma.brandt@equitable.com,,Salesforce
10952845,Inactive Investor,Tyler Hardtke,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
11155021,Inactive Investor,Felix Rivera,,"Charles Schwab & Co., Inc. New York NY 1133 Avenue of the Americas",,,Salesforce
11173053,Inactive Investor,Cooper Creech,,"Barnabas Capital, LLC",,,Salesforce
9553042,,robert crabb,,,robert.crabb@gmail.com,,List import
11143802,Inactive Investor,David Umbenhaur,,Park Avenue Securities LLC San Carlos CA Private Residence,david_j_umbenhaur@glic.com,,Salesforce
9606215,,Joseph Garner,,,jgarner@teamemerald.com,,List import
11208676,Inactive Investor,Shawn Stuart,,Thrivent Investment Management Inc.,shawn.stuart@thrivent.com,,Salesforce
10887302,Inactive Investor,James Sicilian,,Cetera Financial Specialists LLC Bayside NY Private Residence,,,Salesforce
11165215,Inactive Investor,Nicholas Tramontano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",nicholas.tramontano@ml.com,,Salesforce
7000,,Justin Elrod,,[[Unknown]],justin.elrod@gmail.com,,Initial Salesforce Import
9548378,,Douglas Epstein,,,d.epstein@fi.com,,List import
11072545,Inactive Investor,Bryan Covert,Financial Advisor,"Ameriprise Financial Services, LLC Fishkill NY 300 Westage Business Ctr Dr",bryan.covert@ampf.com,,Salesforce
11052941,Inactive Investor,Jack Burke,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2223 Gessner Rd",,,Salesforce
206145,,Vineer Bhansali,"Managing Member, Chief Investment Officer","Longtail Alpha, Llc",vbhansali@longtailalpha.com,949-706-7777,Manual List Upload
11122297,Inactive Investor,Charles Bridgers,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Greenville NC 1330 E Arlington Blvd",bridgersc@stifel.com,,Salesforce
11036909,Inactive Investor,Jeoffrey Bynum,,"N.I.S. Financial Services, Inc.",,,Salesforce
10656627,,Katelyn Depew,,,katelyn.drake@tiaa.org,,List Import
9623943,,ehsan saeidi,,,e.saeidi1379@gmail.com,,List import
10866330,Inactive Investor,Keith Wilken,,Country Capital Management Company Breese IL 617 N Main St,keith.wilken@countryfinancial.com,,Salesforce
10822685,Inactive Investor,James O'neill,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10939725,Inactive Investor,Candace Blazek,Associate,Edward Jones Bismarck ND 300 W Century Ave,candace.blazek@edwardjones.com,,Salesforce
10766461,Inactive Investor,Danielle Hamberger,Senior Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",danielle.hamberger@wellsfargoadvisors.com,,Salesforce
9618425,,Blake Carlson,,,bcarlson@wayzpartners.com,,List import
11109609,Inactive Investor,J Hillis,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Poplar Bluff MO 2991 Oak Grove Rd",j.darren.hillis@ampf.com,,Salesforce
10883272,Inactive Investor,Jolene Verhagen,,"Northwestern Mutual Investment Services, LLC Appleton WI N9642 County Rd N",,,Salesforce
10921235,Inactive Investor,Craig Poeppelman,Chief Compliance Officer;President,HP & Associates,,,Salesforce
10915778,Inactive Investor,Jon Gladstone,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",jgladstone@financialguide.com,,Salesforce
10962933,Inactive Investor,Daniel Humphrey,,"HighTower Securities, LLC",dhumphrey@hightoweradvisors.com,,Salesforce
10822297,Inactive Investor,David Riphagen,,"Cambridge Investment Research, Inc. Luverne MN 212 E Main St",,,Salesforce
11097280,Inactive Investor,Daniel Smith,,"Raymond James Financial Services, Inc. Orlando FL 7380 W Sand Lake Rd",daniel.smith@raymondjames.com,,Salesforce
11209391,Inactive Investor,David Marsek,Financial Advisor,Edward Jones O Fallon MO 616 N Main St,david.marsek@edwardjones.com,,Salesforce
11177358,,Jack Zhang,,,jack.zhang007@live.com,,Web Form Fillout
9575737,,Sumit Roy,,,sumit.roy@etf.com,,List import
11236370,Inactive Investor,Jason Best,Senior Wealth Advisor,"Mainstay Capital Management, LLC",,,Salesforce
10860410,Inactive Investor,Timothy Young,,PFS Investments Inc. Madison WI 437 S Yellowstone Dr,timothy.young@primerica.com,,Salesforce
9591627,,Gordan Tometic,,,gtometic@gmail.com,,List import
10861573,Inactive Investor,Kevin Murphy,Financial Advisor,"Wells Fargo Clearing Services, LLC Herndon VA 2575 John Milton Dr",,,Salesforce
10836129,Inactive Investor,Matthew Greene,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",matthew.greene@nm.com,,Salesforce
11079675,Inactive Investor,William Puduski,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",william.puduski@stewardpartners.com,,Salesforce
10853308,Inactive Investor,Wade McFee,,Cetera Advisor Networks LLC Minneapolis MN 4640 Oak Grove Pkwy N,,,Salesforce
10830222,Inactive Investor,Jennifer Neiva,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10817224,Inactive Investor,Allen Cintas,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",allen.cintas@wellsfargoadvisors.com,,Salesforce
11162309,Inactive Investor,Andrew Burd,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",andrew.burd@raymondjames.com,,Salesforce
1001710,Inactive Investor,Evan Alexander,VP & Portfolio Manager,LUMA Capital,ealexander@lumacapital.com, +1 239 435 9888,
11130017,Inactive Investor,Ryan Dantinne,,Stonex Securities Inc. Cornelius NC 20915 Catawba Ave,ryan.dantinne@saswealth.com,,Salesforce
11182913,Inactive Investor,Clark Fitzwater,,PFS Investments Inc. Hurricane WV 3526 Teays Valley Rd,clark.fitzwater@primerica.com,,Salesforce
9542035,,Marcus Wolter,,,marcuswolter@web.de,,List import
11151553,Inactive Investor,Ryan Thielen,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,ryanthielen.team@fidelity.com,,Salesforce
9581556,,Anish Bahl,,,abahl@deerpathcapital.com,,List import
10886079,Inactive Investor,Nicholas Gilligan,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
9596033,,Phillip Powers,,,ppowers@focus401kgroup.com,,List import
9642320,,L m,,,lukaszmazurkiewicz84@gmail.com,,List import
10910042,Inactive Investor,Vi Houang,,Cetera Advisor Networks LLC Fullerton CA 801 E Chapman Ave,houangv@ceteranetworks.com,,Salesforce
10997193,Inactive Investor,Kyle Weber,,MWA Financial Services Inc. Appleton WI 39 Park Pl,kyle.r.weber@mwarep.org,,Salesforce
9616681,,Andy Holck,,,iconolater@gmail.com,,List import
11090548,Inactive Investor,David Dodd,Financial Advisor,Edward Jones Mcdonough GA 63 Macon St,david.dodd@edwardjones.com,,Salesforce
9579337,,David Johnson,,,david.johnson@usaa.com,,List import
11162051,Inactive Investor,Joshua Escalante Troesh,Business Consultant;Chief Compliance Officer;Financial Advisor;Owner,Purposeful Strategic Partners,,,Salesforce
10657981,,Stephen Cogger,,,stephen.cogger@lpl.com,,List Import
11130934,Inactive Investor,Katherine Dixon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",katherine.dixon@ml.com,,Salesforce
10771044,Inactive Investor,Gina Rodriguez,Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,gina.m.rodriguez@morganstanley.com,,Salesforce
10952901,Inactive Investor,Michael Sorrow,Personal Wealth Advisor,"BIP Wealth, LLC",msorrow@bipwealth.com,,Salesforce
10819740,Inactive Investor,Jeffrey Ling,Financial Advisor;Financial Professional,"MML Investors Services, LLC Honolulu HI 1001 Bishop St",jling@financialguide.com,,Salesforce
11089903,Inactive Investor,Meghan Backoo,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,meghan.backoo@leerink.com,,Salesforce
10898236,Inactive Investor,Mary Zbinden,Senior Associate,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,mary.mazziotti@jpmorgan.com,,Salesforce
246409,,Not Provided,yoga instructor,Yoga for Every Body,lpcmccluskey@gmail.com,,Manual List Upload
11117470,Inactive Investor,Lynn Winston,Private Client Investment Associate,J.P. Morgan Securities LLC Glenview IL 990 River Dr,lynn.d.winston@jpmorgan.com,,Salesforce
341276,,Patrick Viglotti,Member,"American Financial Advisors, Llc.",pviglotti@afainvestments.com,770-977-2434,Manual List Upload
11162240,Inactive Investor,Jonathan Alarie,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11216835,,Alan Rickert,,,alan.rickert@lpl.com,,List Import
11123757,Inactive Investor,Lisa Sweeney,,"Ameriprise Financial Services, LLC",lisa.m.sweeney@ampf.com,,Salesforce
231831,, -,,[[Unknown]],kingolai@ail.com,,Other
9544333,,Rod McMahon,,,rodm3@verifone.com,,List import
9573782,,Vincent John Healy,,,tnecniv59@yahoo.com,,List import
11140891,Inactive Investor,Tigran Eloyan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Crescenta CA 3141 Foothill Blvd",tigran.eloyan@ml.com,,Salesforce
11110583,Inactive Investor,Lester Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Sterling CO 129 S 3rd St",l.jim.smith@wellsfargo.com,,Salesforce
10864794,Inactive Investor,Jeremy Lucas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10778766,Inactive Investor,Thomas Gletner,,"Truist Investment Services, Inc. Washington DC 1445 New York Ave NW",tom.gletner@truist.com,,Salesforce
11014004,Inactive Investor,Paul Lee,,J.P. Morgan Securities LLC Torrance CA 4840 W 190th St,paul.lee@jpmorgan.com,,Salesforce
11097813,Inactive Investor,Julia Henderson,,Fidelity Brokerage Services LLC,,,Salesforce
11016325,Inactive Investor,Matthew Wurtz,Financial Advisor,Edward Jones Topeka KS 5943 SW 29th St,matt.wurtz@edwardjones.com,,Salesforce
10616672,,Brian Graf,,,brian.graf@lpl.com,,List Import
10899128,Inactive Investor,Bryan Allen,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",ballen13@ml.com,,Salesforce
11211973,Inactive Investor,Nikhil Ravi,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,,,Salesforce
9619457,,Jeffrey Severin,,,jeff.severin@severininvestments.com,,List import
11087987,Inactive Investor,Jessica Simpson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",jessica.l.simpson@ampf.com,,Salesforce
249154,,Eri Nakano,Licensed Real Estate Salesperson,Spire Group Inc.,erispiregroupny@gmail.com,,Manual List Upload
9619933,,si zhou,,,67277384@qq.com,,List import
10939570,Inactive Investor,Stephen Kutas,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",skutas@calton.com,,Salesforce
9543505,,Janice Jarrett,,,janice.jarrett@ipsos.com,,List import
10928114,Inactive Investor,Travis Gaynor,Financial Advisor,Edward Jones Baytown TX 11340 Eagle Dr,travis.gaynor@edwardjones.com,,Salesforce
9619508,,Sammy Lee,,,sammy.n.lee@gmail.com,,List import
9563912,,Fawzi Foz,,,fawzifoz@gmail.com,,List import
10926346,Inactive Investor,David Cruz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",david.cruz@schwab.com,,Salesforce
10924748,Inactive Investor,Menglian Chen,,LPL Financial LLC Richardson TX 501 Industrial Dr,menglian.chen@lpl.com,,Salesforce
11118663,Inactive Investor,Michael Schmidt,Financial Advisor,Edward Jones Charlotte NC 1441 Heather Ln,mike.schmidt@edwardjones.com,,Salesforce
11139197,Inactive Investor,Gavin Shepherd,,"Hornor, Townsend & Kent, LLC Crossett AR 109 Pine St",gshepherd@htk.com,,Salesforce
11063675,Inactive Investor,Paul Alvarado,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,paul.alvarado@primerica.com,,Salesforce
10885851,Inactive Investor,Zulema Romo,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,zulema.romo@jpmorgan.com,,Salesforce
10862115,Inactive Investor,Neetu Behl,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland FL 230 N Woodland Blvd",nbehl@ml.com,,Salesforce
11239098,,Jonathan Mccarty,,,jmccarty@jarredbunch.com,,Salesforce
222385,,Ed McCarthy,,[Unknown],edwardcmccarthy@gmail.com,,Direct
11232055,Inactive Investor,Jeffrey Marks,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
11201215,Inactive Investor,Joseph O'Loughlin,Private Wealth Advisor,Integrated Wealth Concepts LLC,joe.oloughlin@ifpadvisor.com,,Salesforce
10986423,Inactive Investor,Elizabeth Drury,,"J.W. Cole Financial, Inc. Indianapolis IN 5825 N Post Rd",,,Salesforce
10828058,Inactive Investor,Caleb Vogelsang,Financial Advisor,Edward Jones Louisville KY 10339 Linn Station Rd,caleb.vogelsang@edwardjones.com,,Salesforce
10852662,Inactive Investor,Andrew Brown,Chief Compliance Officer;Investment Advisor;Owner,"Brown Wealth Management, LLC",andy@brownwm.com,,Salesforce
9561626,,Varsha Dinodia,,,varshadinodia@gmail.com,,List import
10907502,Inactive Investor,Roberto Bernal-Figueroa,Chief Executive Officer;Managing Member,"Lyon Bern, LLC San Juan 252 Ave Ponce de Leon",,,Salesforce
9560331,,Arlind Visha,,,vishaarlind@hotmail.com,,List import
10662321,,Matthew Gill,,,matt.gill@mbrownltd.com,,List Import
11234581,Inactive Investor,Lawrence Warren,Wealth Manager,Creative Planning Bismarck ND 931 S Washington St,lawrence.warren@creativeplanning.com,,Salesforce
5685062,,pok lok,,,wobati5382@lubde.com,,Web Form Fillout
9612663,,Kathryn Liao,,,kliao@allstate.com,,List import
1425363,,jaehyo kim,,,kntic@daum.net,,
11005911,Inactive Investor,Felicia Cota,District Leader,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,fcota@primerica.com,,Salesforce
11086605,Inactive Investor,Daniel Mcdonnell,Financial Advisor,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",daniel.mcdonnell@equitable.com,,Salesforce
11155683,Inactive Investor,Robert Adams,Branch Manager,LPL Financial LLC Pike Road AL 65-A Scotia Dr,robert.adams@lpl.com,,Salesforce
11006985,Inactive Investor,Carter Shipp,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
9583802,,Robert Torba,,,rtorba@wealthsource.com,,List import
234937,, -,,[[Unknown]],cryptomikcoin@gmail.com,,Content
11133426,Inactive Investor,Daniel Krout,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",dkrout@financialguide.com,,Salesforce
10969721,Inactive Investor,Joseph Turano,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,jturano@gwnsecurities.com,,Salesforce
11103700,Inactive Investor,Michael Kaminsky,,Neuberger Berman BD LLC,mkaminsky@nb.com,,Salesforce
10483891,,Sarah Smith,,,sarasmith0700@gmail.com,,Web Form Fillout
10978576,Inactive Investor,Maeve Donohue,Client Specialist,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,mdonohue@rwbaird.com,,Salesforce
10911783,Inactive Investor,Scott Goldberg,Chief Compliance Officer;Financial Planner;Founder;Investment Advisor Representative;President,"Equity Planning Group, Inc.",scott@equityplanninggroup.com,,Salesforce
86448,,Jimin Pacheco,,United States,jmjjr29@gmail.com,,
10888691,Inactive Investor,Charles Linfante,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",clinfante@financialguide.com,,Salesforce
10847433,Inactive Investor,Zachary Brody,Managing Partner;Regulatory Contact,Lumiere Financial,zach.brody@lumierefg.com,,Salesforce
11232412,Inactive Investor,Jennifer Silberman,,"MML Investors Services, LLC Oakdale NY Private Residence",jsilberman@financialguide.com,,Salesforce
10862468,Inactive Investor,Gregory Gatlin,Financial Advisor,LPL Financial LLC Georgetown TX 508 Sarazen Loop S,gregg.gatlin@lpl.com,,Salesforce
10775510,Inactive Investor,Carolyn McLemore,Financial Advisor,LPL Financial LLC Madison MS 1017 Hwy 51,carolyn.mclemore@lpl.com,,Salesforce
10892723,Inactive Investor,Ronald Bush,,Citigroup Global Markets Inc.,,,Salesforce
10956852,Inactive Investor,Eric Palm,,"U.S. Bancorp Investments, Inc. Fargo ND 3225 25th St S",,,Salesforce
110080,,ANDREW MORGAN,,NA,amorgan400@mac.com,,Direct
10966751,Inactive Investor,James McGlothlin,Financial Advisor,Edward Jones Cary NC 1151 SE Cary Pkwy,cole.mcglothlin@edwardjones.com,,Salesforce
10929574,Inactive Investor,Keith Preston,,Cetera Investment Services LLC Fishkill NY 60 Merritt Blvd,,,Salesforce
10764573,Inactive Investor,Elizabeth Lachanski,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",elizabeth_lachanski@ml.com,,Salesforce
10935437,Inactive Investor,Matthew Williams,Relationship Manager,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,,,Salesforce
11013345,Inactive Investor,Cameron Joyce,,J.P. Morgan Securities LLC San Diego CA 16861 Bernardo Center Dr,cameron.joyce@jpmorgan.com,,Salesforce
11146999,Inactive Investor,Dan Zhang,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,dan.zhang@morganstanley.com,,Salesforce
373779,,Yashar TEYMOORI,,[Unknown],yasharteymoori@gmail.com,,source
9579778,,Marjorie Kellner,,,mkellner@harvestmanagement.com,,List import
10761506,Inactive Investor,Rosemarie Davitt,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,rosemarie.davitt@ubs.com,,Salesforce
9622137,,Thibaut Joncour,,,tibojonk@gmail.com,,List import
10857037,Inactive Investor,James Wolslager,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",,,Salesforce
9619657,,terry cooper,,,terrycooper@bell.net,,List import
9638636,,Neoklis Kypreos,,,nkypreos@axionfinancial.com,,List import
10941530,Inactive Investor,Michael Vanikiotis,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",,,Salesforce
10992183,Inactive Investor,Brennan Sarver,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10780731,Inactive Investor,Christi Mitchell,,"First Horizon Advisors, Inc. Murfreesboro TN 305 W Northfield Blvd",ccmitchell@ftbadvisors.com,,Salesforce
11183181,Inactive Investor,Alberto Chocron,Chief Compliance Officer;Co-Founder;Managing Member;Partner,Aragon Capital LLC,alberto.chocron@aragoncap.com,,Salesforce
9594621,,Angela Vlach,,,avlach@wagstafffinancial.com,,List import
11081611,Inactive Investor,Kenneth Williams,Financial Advisor,Edward Jones Hammond LA 904 W Thomas St,ken.williams@edwardjones.com,,Salesforce
11238857,Inactive Investor,Ann Chu,,Moonrise Capital Lp,ann.chu@moonrisecapital.com,,Salesforce
9637436,,Christine Robertson,,,crobertson@elephant.is,,List import
89976,,Dennis Zielinski,Advisor,"MML Investors Services, LLC",dzielinski@massmutual.com,312-347-1660,
11205921,Inactive Investor,Altagracia Pastor,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",altagracia.pastor@truist.com,,Salesforce
10756127,Inactive Investor,Ravindra Dixit,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ellicott City MD 5070 Dorsey Hall Dr",r.n.dixit@ampf.com,,Salesforce
9544291,,Michael Viljak,,,michaelv@401kadvisors.com,,List import
10875180,Inactive Investor,Timothy Fugleberg,Financial Advisor,"Ameriprise Financial Services, LLC Roseau MN 201 3rd Ave NW",timothy.fugleberg@ampf.com,,Salesforce
10850997,Inactive Investor,Jarrell Prince,Associate Partner,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",reid.prince@raymondjames.com,,Salesforce
44842,,Markus Strauss,"Partner, Recruiter",Thrivent Investment Management Inc.,markus.strauss@thrivent.com,704-796-8300,
10884819,Inactive Investor,Charles Blanchette,,LPL Financial LLC Scottsdale AZ 7047 E Greenway Pkwy,charles.blanchette@lpl.com,,Salesforce
9562817,,Ali Dean,,,ali.dean@egyinvestments.com.au,,List import
2629379,,David loaiza,,,davidlop2@hotmail.com,,Web Form Fillout
10985295,Inactive Investor,Erica Mauro,,J.P. Morgan Securities LLC Wyandotte MI 1909 Fort St,erica.mauro@chase.com,,Salesforce
10951336,Inactive Investor,Jaclyn Schmitz,,"Pruco Securities, LLC. Asheville NC 603 Alliance Ct",jaclyn.schmitz@prudential.com,,Salesforce
9633703,,Emani Thomas,,,emanimtho2020@outlook.com,,List import
10555072,,Darin Michl,,,darinmichl@gmail.com,,Web Form Fillout
10919818,Inactive Investor,Maudlisa Davis,,State Farm VP Management Corp. Raleigh NC 8201 Rowlock Way,,,Salesforce
10913875,Inactive Investor,Patrick Brennan,Chief Compliance Officer;Founder;Portfolio Manager;President,Brennan Asset Management,patrick@brennanvalue.com,,Salesforce
11233262,Inactive Investor,Gordon Yee,,United Planners' Financial Services of America A Limited Partner Lihue HI 3156 Elua St,,,Salesforce
11113291,Inactive Investor,Joan Costa,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
9598602,,RAYMOND HARTMAN,,,randr@arkansas.net,,List import
10967007,Inactive Investor,Daniel Rehurek,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",dan.rehurek@nm.com,,Salesforce
11220444,,Leah Anderson,,,landerson@ayco.com,,Other
175693,,Allyson Gemberling,Vice President,[Unknown],allyson.gemberling@gs.com, +1 212 357 6350,Database Upload
11179670,Inactive Investor,Alexander Madrid,,J.P. Morgan Securities LLC Mesa AZ 5624 E McKellips Rd,,,Salesforce
88446,,Daosith Lemay,Private Client Advisor,F L Putnam Investment Management Co.,dlemay@flputnam.com,,
10926171,Inactive Investor,Kirk Rogers,,"Cambridge Investment Research, Inc. Glen Burnie MD 1406B Crain Hwy S",,,Salesforce
9602296,,Timothy Terry,,,tterry@tld-inc.com,,List import
215032,,George Reedy,Investment Advisor,"Seelaus Asset Management, LLC",gtreedy@rseelaus.com,908-273-3011,
9601751,,Keegan Tanghe,,,keegan.tanghe@trilogyfs.com,,List import
11151192,Inactive Investor,Kenneth Sundberg,Financial Advisor;First Vice President;Senior Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,kenneth.sundberg@morganstanley.com,,Salesforce
222942,,Rodolfo Garcia,,[Unknown],rgarci44@gmail.com,,
10932237,Inactive Investor,James Bitter,,"Horace Mann Investors, Inc.",james.bitterjr@horacemann.com,,Salesforce
9612013,,gsafda fdsafdsa,,,gos46134@cuoly.com,,List import
10972447,Inactive Investor,Jason Mcconnaughay,,LPL Financial LLC Saint Paul MN 652 Bielenberg Dr,jason.mcconnaughay@lpl.com,,Salesforce
10775851,Inactive Investor,Andrew Diercks,Financial Advisor,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",andrew.diercks@wellsfargoadvisors.com,,Salesforce
10802521,Inactive Investor,Paul Kalafut,Financial Advisor,Edward Jones Shorewood IL 1144 W Jefferson St,paul.kalafut@edwardjones.com,,Salesforce
11045546,Inactive Investor,William Mercer,,"HighTower Securities, LLC Colorado Springs CO 102 S Tejon St",wmercer@hightoweradvisors.com,,Salesforce
11006887,Inactive Investor,Peter Ruhl,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 750 Main St",peter.ruhl@ampf.com,,Salesforce
11167060,Inactive Investor,Jon Corazza,,Cetera Advisors LLC Portland OR 13300 SW Village Glenn Dr,,,Salesforce
11094897,Inactive Investor,Elizabeth Rabbitt-Stephen,,"Truist Investment Services, Inc. Sarasota FL 1777 Main St",elizabeth.stephen@truist.com,,Salesforce
11217817,,Simon Jimenez,,,simon.jimenez@jpmorgan.com,,List Import
10844302,Inactive Investor,Bradley Richardson,Chief Compliance Officer;Chief Investment Officer;Owner;President;Shareholder,Bradyco Financial,brad@bradycofinancial.com,,Salesforce
10964541,Inactive Investor,Isaac Stolar,,"Centaurus Financial, Inc. Morgantown WV 1211 Cheat Rd",istolar@cfiemail.com,,Salesforce
10882446,Inactive Investor,Andrew Vaughan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10814735,Inactive Investor,Leticia Oleksy,,State Farm VP Management Corp. Gainesville FL 6021 NW 1st Pl,tish.oleksy.cclw@statefarm.com,,Salesforce
10770945,Inactive Investor,Marco Lopez,Vice President,Morgan Stanley Englewood CO 5251 DTC Pkwy,,,Salesforce
9627766,,Jaime Miralles,,,jaime.mizar@gmail.com,,List import
11068205,Inactive Investor,John Mulka,,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",john.g.mulka@ampf.com,,Salesforce
9579387,,Shaun Van Vliet,,,svanvliet@firstrepublic.com,,List import
9609361,,Joe Coppola,,,joecopp10@gmail.com,,List import
10917099,Inactive Investor,Ronald Hatoway,,"Parkland Securities, LLC New Palestine IN 35 W Main St",,,Salesforce
10944522,Inactive Investor,Anthony Christian,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,anthony.christian.ul4g@statefarm.com,,Salesforce
11142692,Inactive Investor,Christopher Kolososki,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Lake Forest IL 100 N Field Dr",,,Salesforce
11238701,Inactive Investor,John Lindholm,,"KINNERET ADVISORY, LLC",andy@kinneretgroup.com,,Salesforce
9915829,,Bijan Zoughi,,,bijan@avid-int.com,,Web Form Fillout
11216791,,Charles Schilleci,,,charles.schilleci@lpl.com,,List Import
10944459,Inactive Investor,Timothy Slothower,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal,Grace Financial Advisors LLC,tim@gracefinancialadvisors.com,,Salesforce
10986316,Inactive Investor,Jennifer Huang,,Jefferies LLC,jhuang@jefferies.com,,Salesforce
10907921,Inactive Investor,Bradley Swanson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,bradley.swanson@fidelity.com,,Salesforce
351465,,Cheri Cuffari,Associate,Cedar Brook Group,ccuffari@cedarbrookfinancial.com,440-683-9200,Manual List Upload
10951840,Inactive Investor,Nicholas Kong,Vice President;Wealth Advisor,"City National Securities, Inc. New York NY 1140 Avenue of the Americas",nicholas.kong@cnb.com,,Salesforce
9614172,,Jennifer Bucholtz,,,jennifer.bucholtz@twplans.com,,List import
10974046,Inactive Investor,Valerie Kirchhoff,,PFS Investments Inc. Port Charlotte FL 1777 Tamiami Trl,vkirchhoff@primerica.com,,Salesforce
10948442,Inactive Investor,Logan West,,"Cambridge Investment Research, Inc. Paducah KY 2520 New Holt Rd",,,Salesforce
11104848,Inactive Investor,Bradley Godfrey,Financial Advisor,"Equitable Advisors, LLC Cumming GA 5955 Pkwy North Blvd",bradley.godfrey@equitable.com,,Salesforce
9570189,,Flo Dzany,,,nfmudzanani@gmail.com,,List import
9562316,,Frederick Baird,,,fbaird@thecolonygroup.com,,List import
9548668,,Dennis Roudi,,,dennis976@comcast.net,,List import
10822019,Inactive Investor,Julie Maloney,,PFS Investments Inc. Byrnedale PA 19658 Bennetts Valley Hwy,julie.maloney@primerica.com,,Salesforce
10906678,Inactive Investor,Pravin Kumar,Chartered Financial Analyst;Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Rochester MN 14 2nd St SW,pravin.kumar@morganstanley.com,,Salesforce
10618701,,Laura Davis,,,laura_davis@glic.com,,List Import
9614381,,Kevin Hegedus,,,khegedus@yourlink.ca,,List import
9607117,,Andrew Rivera,,,andyrivera09@yahoo.com,,List import
10754842,Inactive Investor,Thomas Wade,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Nashville TN 818 18th Ave S",thomas.wade@rbc.com,,Salesforce
10771746,Inactive Investor,Valcarrie Bingel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",valcarrie.bingel@ml.com,,Salesforce
9624582,,DONNY KOH HONG LOONG,,,ddkmm9319@gmail.com,,List import
10975232,Inactive Investor,Eduardo Martinez,,"Osaic Wealth, Inc. Houston TX 20405 State Hwy 249",,,Salesforce
11011923,Inactive Investor,Benjamin Ihrke,,Robert W. Baird & Co. Incorporated,bihrke@rwbaird.com,,Salesforce
372532,,James Kirchheimer,,Indonesia,james.kirchheimer@gmail.com,,Salesforce
10990342,Inactive Investor,Gwyneth Leggett,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11143001,Inactive Investor,Nicholas Diller,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",nicholas.diller@schwab.com,,Salesforce
10769008,Inactive Investor,Gary Jacobson,,"FBL Marketing Services, LLC Emmetsburg IA 2904 Main St",gary.jacobson@fbfs.com,,Salesforce
11094392,Inactive Investor,Hoa Kha,,J.P. Morgan Securities LLC San Jose CA 1077 E Brokaw Rd,hoa.kha@chase.com,,Salesforce
10980660,Inactive Investor,David Petrey,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,,,Salesforce
9627106,,Kevyn Sanchez,,,erickvillafuerte933@gmail.com,,List import
10954076,Inactive Investor,Thomas Dutton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11210892,Inactive Investor,Bruce Duquette,Vice President;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Newport Beach CA 4100 Newport Place Dr",bruce.duquette@usbank.com,,Salesforce
10914380,Inactive Investor,Forrest Cook,,"CreativeOne Securities, LLC Olathe KS Private Residence",fcook@c1s.net,,Salesforce
11141029,Inactive Investor,Alejandro Galatoire,Senior Leader,Edward Jones Fenton MO Private Residence,,,Salesforce
9576600,,Jorge Jimenez,,,jorgejimenezt_09@hotmail.com,,List import
11163944,Inactive Investor,Jessica Martin,,"Stifel Independent Advisors, LLC Joliet IL 2801 Black Rd",,,Salesforce
10613696,,Thomas Mohr,Financial Advisor,,thomas.mohr@wellsfargoadvisors.com,,List Import
11087511,Inactive Investor,Mary Youeil,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mary.youeil@fidelity.com,,Salesforce
11152962,Inactive Investor,Caroline Harris,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 341 Cool Springs Blvd",caroline_harris@ml.com,,Salesforce
9642525,,Rich Gilmartin,,,rjgilmartin@yahoo.com,,List import
372322,,Mehrdad Farhangian,,Iran,petrofann.co@gmail.com,,Salesforce
11191878,Inactive Investor,Dennis Twarogowski,Chief Compliance Officer;Compliance Officer,"Independence Capital Co., Inc.",,,Salesforce
11133332,Inactive Investor,Samuel Rosa,Financial Advisor,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,sam.rosa@morganstanley.com,,Salesforce
2339158,,Kelvin Chan,,,kelvinyinhei.crypto@gmail.com,,
10786218,Inactive Investor,Phillip Porter,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9567541,,Rafael Edelmann,,,rafael.baptista@hashdex.com,,List import
9614725,,Mehmet Ata KARTAL,,,atakartal@gmail.com,,List import
10780818,Inactive Investor,Jeffrey Martinath,Managing Director,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",jeffrey.martinath@prudential.com,,Salesforce
9590918,,Stuart Bell,,,sbell@wisdomtree.com,,List import
9631391,,Ed Omata,,,edomata@gmail.com,,List import
11140638,Inactive Investor,Connor Mckenna,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",connor.mckenna@ml.com,,Salesforce
10562219,Active Investor,Partha Chatterjee,,Partha Chatterjee,pchatterjee@gmail.com,13107011119,Salesforce
9557034,,Jaime Denaro,,,jaimedenaro@gmail.com,,List import
10510072,,Ernesto Angueira,Managing Director,Raymond James,ernesto.angueira@raymondjames.com,,List Import
10472547,,rachel scott,,,rscott@hellercapitalpartners.com,,Web Form Fillout
10850110,Inactive Investor,Melvin Brazie,Financial Advisor,"Tudor Financial, Inc.",mbrazieii@tudorfinancial.com,,Salesforce
11202769,Inactive Investor,Paul Resnick,Advisor;Investment Team Member,Osborne Partners Menlo Park CA 525 Middlefield Rd,paul@osbornepartners.com,,Salesforce
9604629,,Phillip Gilbert Chandra,,,phillipgilbert66@icloud.com,,List import
11219009,,Jeremy Wilcox,,,jwilcox@tjim.com,,Other
11126638,Inactive Investor,Paulette Mitchell,Client Service Associate,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,pmitchell@investdavenport.com,,Salesforce
11044603,Inactive Investor,Kevin Ley,,Edward Jones Pinehurst NC 293 Olmsted Blvd,kevin.ley@edwardjones.com,,Salesforce
10955437,Inactive Investor,Christopher Vaziri,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,christopher.vaziri@jpmorgan.com,,Salesforce
237454,, -,,[[Unknown]],showellr@gmail.com,,
10830355,Inactive Investor,Jennifer Hart,Financial Advisor,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,jennifer.bagley@morganstanley.com,,Salesforce
11229761,Inactive Investor,Devon Donawerth,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",devon.donawerth@nm.com,,Salesforce
10964423,Inactive Investor,Carlos Flores,Managing Member,"Metas Investments, LLC",carlos@moremetas.com,,Salesforce
10950900,Inactive Investor,Jeffrey Wang,Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,jeffrey.wang@jpmorgan.com,,Salesforce
212507,,Domyana Odisho,,[Unknown],dom.odisho@coinsquare.com,,
11185736,Inactive Investor,Richard Halvorson,,PFS Investments Inc. Oregon City OR 704 Main St,richard.halvorson@primerica.com,,Salesforce
11198637,Inactive Investor,Jodi Hedberg,Chief Compliance Officer,Karpus Investment Management,jodi@karpus.com,,Salesforce
11096942,Inactive Investor,Douglas Mcduffie,Financial Advisor;Financial Planner,"Buckhead Capital Management, LLC",,,Salesforce
10913092,Inactive Investor,John Lee,Chief Executive Officer;President,Alvarado Management Company,jlee@alvmanagement.com,,Salesforce
11021409,Inactive Investor,Earl Ike German,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,egerman@primerica.com,,Salesforce
10888473,Inactive Investor,Adela Nino,,"PHX Financial, Inc.",anino@phoenixinc.com,,Salesforce
11208796,Inactive Investor,Eric Bennett,Chief Investment Officer,Tolleson Private Wealth Management,ebennett@tollesonwealth.com,,Salesforce
217550,,kiran kumar kothari,,[Unknown],ph.kirankothari@gmail.com,,Direct
10875249,Inactive Investor,Carol Petrov,Senior Relationship Manager;Vice President,Kendall Capital Management,cpetrov@kendallcapital.com,,Salesforce
10849218,Inactive Investor,Sandra Baranowski,,"Cambridge Investment Research, Inc. Manchester CT 935 Main St",sandra.baranowski@cambridgeresource.com,,Salesforce
10798813,Inactive Investor,Erica Bradley,,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,erica.bradley@morganstanley.com,,Salesforce
11207625,Inactive Investor,Robert Pagliuco,Chief Compliance Officer,"Cresset Asset Management, LLC",bpagliuco@cressetcapital.com,,Salesforce
10773425,Inactive Investor,Mary Winstanley,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",mary_winstanley@ml.com,,Salesforce
10905184,Inactive Investor,Kawthar Rabie,Financial Advisor;Team Lead;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kawthar.rabie@jpmorgan.com,,Salesforce
10990293,Inactive Investor,Tyler Terrazone,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",ty.terrazone@nm.com,,Salesforce
11165240,Inactive Investor,Bernie Develle,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",bernie.develle@ml.com,,Salesforce
9594799,,Howard Cure,,,cure@evercore.com,,List import
11089580,Inactive Investor,Sharon Melville,Financial Advisor,"Silver Oak Securities, Incorporated Salt Lake City UT 2150 S 1300 E",,,Salesforce
9632651,,Andre Theriot,,,200downtown@gmail.com,,List import
11101166,Inactive Investor,Peter Luciano,,Fidelity Brokerage Services LLC,,,Salesforce
11206327,Inactive Investor,Yanban Zhang,,NYLIFE Securities LLC,,,Salesforce
11096499,Inactive Investor,John Mazzola,,"Vicus Capital, Inc. Labadie MO 350 Sweet Briar Ct",,,Salesforce
9620147,,Charles Cai,,,charles.cai@socialogix.net,,List import
11178842,Inactive Investor,Erik Myers,,LPL Financial LLC York PA 2845 Eastern Blvd,erik.myers@lpl.com,,Salesforce
9586562,,Traci Weishaar,,,t.weishaar@fi.com,,List import
11021498,Inactive Investor,Delia Tompkins,,"U.S. Bancorp Investments, Inc. Richland WA 701 Jadwin Ave",,,Salesforce
11085318,Inactive Investor,Richard Hover,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Lima OH 3650 Allentown Rd",richard.hover@wellsfargoadvisors.com,,Salesforce
352497,,John D'Amato,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",jdamato@chadlersolutions.com,732-595-2200,Manual List Upload
9566820,,James Driscoll,,,jdriscoll@advisornet.com,,List import
10962076,Inactive Investor,Michael Newman,,Edward Jones Knoxville TN 7425 Chapman Hwy,,,Salesforce
10843028,Inactive Investor,Richard Preston,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",richard.preston@nm.com,,Salesforce
9618126,,Ian Black,,,iblack@wscapital.com,,List import
10823175,Inactive Investor,Victor Anastasia,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
9643627,,Lisa Perez,,,matadoranycantonio@gmail.com,,List import
10510856,,Robert Jankiewicz,Index Product Development,"Nasdaq, Inc.",robert.jankiewicz@nasdaq.com,,List Import
10682718,Active Investor,Marc Powers,,Pacific Premier Trust Co FBO Marc Powers ROTH IRA,mdpowers2020@gmail.com,646-387-4446,Salesforce
10798652,Inactive Investor,Marco Godwin,Senior Compliance Specialist,LPL Financial LLC Oakland CA 6212 Rockwell St,marco.godwin@lpl.com,,Salesforce
10801274,Inactive Investor,Jason Murray,Financial Advisor,Edward Jones Cincinnati OH 6507 Harrison Ave,jason.murray@edwardjones.com,,Salesforce
10487035,,Craig Weinstein,"Executive Director, Wealth Partner",J.P. Morgan Securities LLC,craig.weinstein@jpmorgan.com,,List Import
9565667,,Andy Pratt,,,apratt@burney.com,,List import
214781,,Mark Mogensen,,[Unknown],mogey@roadrunner.com,,Direct
11050726,Inactive Investor,Yessenia Rodriguez,,J.P. Morgan Securities LLC Brooklyn NY 1697 Pitkin Ave,yessenia.rodriguez@jpmorgan.com,,Salesforce
9575781,,Michael Dipaulo,,,mdipaulo@massmutual.com,,List import
9550489,,Michael Klein,,,michaelk@scopusfund.com,,List import
11084821,Inactive Investor,Anna Echols,Portfolio Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,anna.buvens@morganstanley.com,,Salesforce
10945583,Inactive Investor,Paul Ha,Financial Advisor,LPL Financial LLC Forked River NJ 615 Lacey Rd,paul.ha@lpl.com,,Salesforce
11032056,Inactive Investor,Mark Kanakaris,Chief Compliance Officer;President,Kanakaris and Associates,,,Salesforce
25903,,Conor Ryan,Managing Director,"Solus Alternative Asset Management, L.P.",conor@soluslp.com,1-212-284-4300,Initial Salesforce Import
11189183,Inactive Investor,Erik Wilcox,Financial Advisor,"Equitable Advisors, LLC East Greenwich RI 63 Cedar Ave",erik.wilcox@equitable.com,,Salesforce
5226,, -,,[[Unknown]],makoto.aka.zatuon@gmail.com,,Initial Salesforce Import
10980468,Inactive Investor,Avery Howell,,"Northwestern Mutual Investment Services, LLC Fort Collins CO 3665 John F Kennedy Pkwy",avery.howell@nm.com,,Salesforce
149144,,Sachin Singhal,,[Unknown],sksinghal888@gmail.com,,
10926293,Inactive Investor,Lynda Digiacomo,,"Cambridge Investment Research, Inc. Wilmington MA 11 Middlesex Ave",,,Salesforce
10774832,Inactive Investor,Gary Holland,,UBS Financial Services Inc.,gary.holland@ubs.com,,Salesforce
10982853,Inactive Investor,Lisa Gonzalez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",lisa.gonzalez@ml.com,,Salesforce
10855039,Inactive Investor,Judy Little,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 183 Wind Chime Ct",judy.l.little@ampf.com,,Salesforce
9618877,,Jeffrey Dean,,,jeff@itbfund.com,,List import
173462,,Mohamad Ali Yusup,,[Unknown],vinocuek51@gmail.com,,
11030731,Inactive Investor,Matthew Foster,Financial Professional,"MML Investors Services, LLC Lincolnton NC 218 W Main St",matthewfoster@financialguide.com,,Salesforce
11111164,Inactive Investor,Michael Murtos,Wealth Manager,"Annex Wealth Management, LLC Elm Grove WI 12700 W Bluemound Rd",mmurtos@annexwealth.com,,Salesforce
10776736,Inactive Investor,Paul Wexler,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Melville NY 58 S Service Rd,paul.wexler@ubs.com,,Salesforce
9580558,,Dominic Hong,,,dhong@truebridgecapital.com,,List import
9619581,,Karthik SP,,,mailspkarthik@gmail.com,,List import
10905740,Inactive Investor,Wendy Steadman,,L.M. Kohn & Company Troy MI 2150 Butterfield Dr,,,Salesforce
11178424,Inactive Investor,Andrew Guidice,Vice President,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,andrew.guidice@jpmorgan.com,,Salesforce
10853072,Inactive Investor,Marc Gendell,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Atlanta GA 3353 Peachtree Rd NE",marc.gendell@ampf.com,,Salesforce
11200029,Inactive Investor,Garrett Smith,Chief Executive Officer;Portfolio Manager,"Garrison Point Capital, LLC",gsmith@garpc.com,,Salesforce
233680,,HABIBUR -,,HABIBUR [[Unknown]],siddique_habibur@hotmail.com,,Direct
6616047,,Abdus Sattar,,,mdhosain35br@gmail.com,,Web Form Fillout
10786026,Inactive Investor,Denise Penn,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",denise.penn@cunamutual.com,,Salesforce
10992656,Inactive Investor,Derek Finley,Financial Representative,GWN Securities Inc. Torrance CA 21515 Hawthorne Blvd,dfinley@gwnsecurities.com,,Salesforce
10830982,Inactive Investor,Shannon Willy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",shannon.willy@ml.com,,Salesforce
10791148,Inactive Investor,Eduardo Herrera,Financial Advisor,Citigroup Global Markets Inc. Los Angeles CA 1859 Hillhurst Ave,eduardo1.herrera@citi.com,,Salesforce
344004,,Bruce Lefavi,Owner,Lefavi Wealth Management,bruce@lefavi.com,801-486-9000,Manual List Upload
9613355,,MEERS Gérard,,,ge.me@hotmail.com,,List import
11207939,Inactive Investor,Jason Fiderer,Wealth Management Analyst,Morgan Stanley Boca Raton FL 595 S Federal Hwy,jason.fiderer@morganstanley.com,,Salesforce
10622236,,scott butera,,,scott.butera@gmail.com,,Web Form Fillout
11147834,Inactive Investor,Justin Gilia,Regional Vice President,PFS Investments Inc. Huntington Beach CA 16541 Gothard St,justin.gilia@primerica.com,,Salesforce
11037066,Inactive Investor,Keith Snyder,Investment Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,keith_snyder@glic.com,,Salesforce
154373,,Shae D,,[Unknown],shaikha.helal@gmail.com,,Content
9610997,,Franz Berlacher,,,fberlacher@egequities.com,,List import
11142817,Inactive Investor,Craig Gleason,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",craig.gleason@bofa.com,,Salesforce
10036764,,Linh Hoang,,,lynk131.coltech@gmail.com, +84904240530,Web form fillout
11004441,Inactive Investor,Joseph Kochenour,,Cape Securities Inc. York PA 16 Leaders Heights Rd,jkochenour@capesecurities.com,,Salesforce
10758734,Inactive Investor,Tricia Landefeld,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,tricia.landefeld@fidelity.com,,Salesforce
10829907,Inactive Investor,Michael Oconnell,Chief Compliance Officer,Linden Ash Capital Cincinnati OH 30 Garfield Pl,,,Salesforce
11011087,Inactive Investor,Jordan Hannah,,"Ameritas Investment Company, LLC Sugar Land TX 1422 Lake Pointe Pkwy",jordan.hannah@ameritas.com,,Salesforce
10799733,Inactive Investor,Arthur Smith,Financial Professional,"Voya Financial Advisors, Inc. Miamisburg OH 10100 Innovation Dr",adavidsmith@voyafa.com,,Salesforce
10969883,Inactive Investor,Benjamin Darpel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11058768,Inactive Investor,William Pass,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.pass@fidelity.com,,Salesforce
10931959,Inactive Investor,Kevin James,,"Cambridge Investment Research, Inc. Brooklyn IA 104 Jackson St",,,Salesforce
10774482,Inactive Investor,Charles Featherston,Financial Advisor;Financial Planning Specialist;Second Vice President - Wealth Management,Morgan Stanley Stamford CT 4 Landmark Sq,charles.m.featherston@morganstanley.com,,Salesforce
11095670,Inactive Investor,Michael Greco,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11183770,Inactive Investor,Gary Lowery,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Springfield IL 2451 W Monroe St",gary.lowery@wellsfargoadvisors.com,,Salesforce
9565181,,Paul Keehn,,,paul.keehn@edwardjones.com,,List import
11232337,Inactive Investor,Billy Jordan,,Cetera Advisor Networks LLC Duluth GA 3235 Satellite Blvd,,,Salesforce
10817110,Inactive Investor,Daniel Dorger,Private Client Advisor,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,daniel.r.dorger@jpmorgan.com,,Salesforce
11155144,Inactive Investor,Denise Cook,,Janney Montgomery Scott LLC Red Bank NJ 322 State Rte 35,dcook@janney.com,,Salesforce
11177426,Inactive Investor,Elizabeth Fizell-Jenkins,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",elizabeth.fizell@ml.com,,Salesforce
10881433,Inactive Investor,Kory Close,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",kory.close@ml.com,,Salesforce
185310,,Eric Rini,,United States,eric.rini@gmail.com,,source
10959550,Inactive Investor,Antonio Jackson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10977144,Inactive Investor,David Cram,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",david.cram1@bofa.com,,Salesforce
11054032,Inactive Investor,Jesse Kurrasch,Chief Operating Officer,The AmeriFlex Group Las Vegas NV 8485 W Sunset Rd,jesse.kurrasch@ameriflex.com,,Salesforce
10918015,Inactive Investor,Karen Yi,Practice Associate;Practice Manager,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",karen.yi@ampf.com,,Salesforce
11096288,Inactive Investor,Meredith Doty,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",meredith_doty@ml.com,,Salesforce
11263448,,[Unknown],,,cbowens@fr.newyorklife.com,,Web Form Fillout
9642368,,rob kauffman,,,rk@robkauffman.com,,List import
9552647,,Eder Contreras,,,ktracho504@icloud.com,,List import
9542726,,Brian Kreischer,,,bkreischer@frankrimerman.com,,List import
11148098,Inactive Investor,Leonid Kozyrev,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,leonid.kozyrev@fmr.com,,Salesforce
162652,,Navaneethakrishnan M,,[Unknown],navanee897@gmail.com,,
11211462,Inactive Investor,Brian Petros,,"Osaic Wealth, Inc. Twinsburg OH 8054 Darrow Rd",,,Salesforce
11175214,Inactive Investor,James Swallow,Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlestown MA 529 Main St",james.h.swallow-jr@ampf.com,,Salesforce
9630976,,Richard Doherty,,,don.doherty@gmail.com,,List import
11083356,Inactive Investor,Grace Loveland,Financial Advisor,"Raymond James & Associates, Inc. Jenkintown PA 165 Township Line Rd",grace.loveland@raymondjames.com,,Salesforce
11148946,Inactive Investor,Matthew Townley,Financial Advisor,Thrivent Investment Management Inc. Chattanooga TN 118 Lee Pkwy Dr,matthew.townley@thrivent.com,,Salesforce
10867193,Inactive Investor,Sitsofe Amesawu,Investment Services Associate,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,sitsofe.amesawu@citi.com,,Salesforce
10891794,Inactive Investor,Nancy Martinez,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,nancy.martinez@bnymellon.com,,Salesforce
11162369,Inactive Investor,Benjamin James,Financial Advisor,LPL Financial LLC Oregon City OR 615 High St,ben.james@lpl.com,,Salesforce
349454,,Raymond Tropp,"Financial Advisor, Founding Partner",Beacon Financial Advisory LLC,rtropp@beaconplanners.com,216-910-1858,
10509861,,Dave Abner,Co-Founder,Quantify Chaos,abner@quantifychaos.com,,List Import
10644310,,Tanya Adams,,,tanya.adams@equitable.com,,List Import
63737,,David Ellerbrock,,"SagePoint Financial, Inc.",dellerbrock@sagepointadvisor.com,419-659-5524,
11138109,Inactive Investor,Lathomas Graves,,Fidelity Brokerage Services LLC,,,Salesforce
11202699,Inactive Investor,Ryan Halliday,Managing Partner;Regulatory Contact,Crewe Advisors,,,Salesforce
10846623,Inactive Investor,Stephen Zimmerman,,Fuhrmann Capital,,,Salesforce
11117088,Inactive Investor,Amy Brown,,State Farm VP Management Corp. Villa Rica GA 119 S Candler St,,,Salesforce
10775249,Inactive Investor,Joan Davis,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,joan.davis@ubs.com,,Salesforce
9579111,,John DeRaimo,,,jderaimo2@gmail.com,,List import
11050677,Inactive Investor,Daniel O'Brien,,"MML Investors Services, LLC Braintree MA 35 Braintree Hill Park",,,Salesforce
9589128,,Cristina Clark,,,cristinaclark2020@gmail.com,,List import
119392,,Roger Bair,,Financial Consulate,rbair@financialconsulate.com,410-779-3440,
10644560,,Richard Weil,,,raweil@mesirowfinancial.com,,List Import
10806362,Inactive Investor,Jacob Rather,,Fidelity Brokerage Services LLC,jacob.rather@fidelity.com,,Salesforce
341679,,Philip Murphy,,Long Wharf Capital Llc,philip.murphy@longwharf.com,617-250-7260,Manual List Upload
10770794,Inactive Investor,Kanin Sathienvantanee,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",kanin.sathienvantanee@schwab.com,,Salesforce
9588668,,Saihou Dukuray,,,saihoudukuray789@gmail.com,,List import
11162475,Inactive Investor,Fredric Weiner,Financial Advisor,LPL Financial LLC Belmar NJ 1967 State Rte 34,fredric.weiner@lpl.com,,Salesforce
11176832,Inactive Investor,Alan Michel,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",alan.michel@ml.com,,Salesforce
9618633,,Henry Moodie,,,hmoodie@gmail.com,,List import
11070958,Inactive Investor,Matthew Charbonneau,Financial Advisor,Edward Jones Seattle WA 3320 W McGraw St,matthew.charbonneau@edwardjones.com,,Salesforce
10924438,Inactive Investor,James Shellenberger,Investment Analyst,"Frontier Asset Management, LLC",jshellenberger@frontierasset.com,,Salesforce
10880981,Inactive Investor,Brian Laux,Financial Advisor,LPL Financial LLC Huntington NY 191 New York Ave,brian.laux@lpl.com,,Salesforce
231620,, -,,[[Unknown]],cd112676@msn.com,,Event
10949173,Inactive Investor,Joseph Okros,,Brookstone Capital Management LLC Ann Arbor MI 455 E Eisenhower Pkwy,,,Salesforce
10937108,Inactive Investor,Ronald Vermillion,Financial Advisor,Western Wealth Management LLC Elizabeth CO Private Residence,,,Salesforce
10942148,Inactive Investor,Mubarak Ahmed,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",,,Salesforce
11106170,Inactive Investor,Matthew Rzepka,,"Financial Gravity Family Office Services, LLC Kalamazoo MI 6011 Stadium Dr",,,Salesforce
11197673,Inactive Investor,Todd Fennick,,"LaSalle St Securities, L.L.C. New Castle PA 2819 Wilmington Rd",,,Salesforce
11005487,Inactive Investor,Stephanie Bueno,,Thrivent Investment Management Inc. Lancaster CA 42305 10th St W,stephanie.bueno@thrivent.com,,Salesforce
9559069,,Patrick Walker,,,patrick.walker@fmr.com,,List import
10917057,Inactive Investor,Anthony Ferrara,,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,,,Salesforce
11217345,,Henry Cooley,,,henry.cooley@lpl.com,,Other
11220126,,Jordan Greenhall,,,jgreenhall@ayco.com,,Other
11162536,Inactive Investor,Tim Kasper,,"FBL Marketing Services, LLC Lewiston ID 2007 14th Ave",tim.kasper@fblfinancial.com,,Salesforce
10792182,Inactive Investor,Andrea Mariaca,Director - Operations;Member,"Mariaca Wealth Management, LLC",andrea@mariacawealth.com,,Salesforce
11206407,Inactive Investor,William Parks,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11084500,Inactive Investor,Lavincent Wren,,Thrivent Investment Management Inc. Cedar Park TX 11900 W Parmer Ln,lavincent.wren@thrivent.com,,Salesforce
11099282,Inactive Investor,Renee Dalton,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,renee.dalton@gs.com,,Salesforce
10805020,Inactive Investor,Buck Bandura,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 6991 E Camelback Rd",bbandura@wfafinet.com,,Salesforce
10606515,,Mark Remigio,"First Vice President - Wealth Management, Portfolio Manager",UBS Financial Services Inc.,mark.remigio@ubs.com,631-420-6498,List Import
9633356,,Adewale Oladejo,,,demiglaw@gmail.com,,List import
10853569,Inactive Investor,Chiara Renninger,Wealth Advisor,"Buckingham Strategic Wealth, LLC Reading PA 1210 Broadcasting Rd",crenninger@bamadvisor.com,,Salesforce
206709,,howard Rothstein,,American Portfolios,hrothstein@americanportfolios.com,(561) 376-2355,
9594087,,Richard Frable,,,rfrable@lwmgmt.com,,List import
60721,,Sidney Yeomans,,"LaSalle St. Investment Advisors, L.L.C.",syeomans@lasallest.com,630-600-0500,
10614557,,Frances Goldstein,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,frances.goldstein@morganstanley.com,,List Import
9644218,,Heidi Hansen,,,heidi.hansen@woodburyfinancial.net,,List import
9551942,,Chris Bucciarelli,,,ctbucci@gmail.com,,List import
236355,, -,,[[Unknown]],lijiang2006@icloud.com,,Direct
11113156,Inactive Investor,Ariana Mansour,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",ariana.mansour@bernstein.com,,Salesforce
9623458,,hj lai,,,protonianarc@gmail.com,,List import
10948197,Inactive Investor,Jean Suarez,Senior Financial Advisor;Vice President,A.G.P / Alliance Global Partners,,,Salesforce
10777846,Inactive Investor,Annette Butcher,Senior Client Service Associate,Morgan Stanley Seattle WA 601 Union St,annette.butcher@morganstanley.com,,Salesforce
11160528,Inactive Investor,Pedro Tamayo,,State Farm VP Management Corp. National City CA 2425 National City Blvd,,,Salesforce
10884209,Inactive Investor,Yangmei Chen,,J.P. Morgan Securities LLC Elmhurst NY 8921 Queens Blvd,yangmei.chen@jpmorgan.com,,Salesforce
10891424,Inactive Investor,Anne Crabbe,,Cetera Advisor Networks LLC Paso Robles CA 935 Riverside Ave,anne.crabbe@ceteraadvisors.com,,Salesforce
10956409,Inactive Investor,Ethan Wallace,,"Heim, Young & Associates, Inc.",ethanw@heimyoung.com,,Salesforce
10901536,Inactive Investor,Silvana Perez Vela,,Fidelity Brokerage Services LLC,,,Salesforce
10899946,Inactive Investor,Russell Gordon,,Key Investment Services LLC,russell_a_gordon@kisinvestments.com,,Salesforce
9601720,,Leigh Perona,,,leighperona2003@yahoo.com,,List import
11195594,Inactive Investor,Jeffrey Pratt,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
10494550,,Jason Smith,"Member, Partner",CF Financial,jsmith@cffinancialgroup.com,,List Import
10766576,Inactive Investor,Darcy Dahl,Associate - Wealth Management;Financial Advisor;Financial Planning Specialist,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,darcy.r.dahl@morganstanley.com,,Salesforce
715,,,,,totivie@fibertel.com.ar,,
11102408,Inactive Investor,Troy Frazier,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10724162,,Taiju Yanai,,,taiju.yanai@bitcoinbank.co.jp,,Web Form Fillout
11206551,Inactive Investor,Sandra McDonald,,PFS Investments Inc. Springfield VA 7420 Alban Station Blvd,sandra.mcdonald@primerica.com,,Salesforce
9609893,,Chase Roh,,,croh@cox.net,,List import
5161,, -,,[[Unknown]],irvinfuchs@bellsouth.net,,Initial Salesforce Import
11122884,Inactive Investor,Christos Oakley,,"Regal Securities, Inc. Orlando FL 189 S Orange Ave",coakley@regalsecurities.com,,Salesforce
11179937,Inactive Investor,Eatan Vijan,,"Avantax Investment Services, Inc. San Jose CA 2880 Zanker Rd",,,Salesforce
10962483,Inactive Investor,Scott Reinecke,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",scott.reinecke@equitable.com,,Salesforce
45086,,Molly Maher,Vice President,Fisher Investments,m.maher@fi.com,,
11086225,Inactive Investor,Peter Tess,,Cetera Advisor Networks LLC Riverside IL Private Residence,tessp@ceteranetworks.com,,Salesforce
10861608,Inactive Investor,Jacquelyn Trask-Rahn,Financial Advisor,Edward Jones Escanaba MI 1200 Ludington St,jacquelyn.trask-rahn@edwardjones.com,,Salesforce
206896,,Serbsakul Chuaykua,,[Unknown],rodrod35pp@gmail.com,,
10848726,Inactive Investor,Tiffany Snow,Account Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Concord NH 11 S Main St,tiffany.snow@ubs.com,,Salesforce
238340,,svenskaj@aol.com ANDERSON,,[Unknown],svenskaj@aol.com,,
10782107,Inactive Investor,Lynn Black,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",lynn.black@schwab.com,,Salesforce
10763781,Inactive Investor,Steven Smith,,"Cambridge Investment Research, Inc. Huntington WV 62 Perry Winkle Ln",steve@cfsplanning.com,(304) 302-0272,Salesforce
10983048,Inactive Investor,Alexis Peace,,"Northwestern Mutual Investment Services, LLC Columbus OH 7700 Rivers Edge Dr",,,Salesforce
10971283,Inactive Investor,Kyle Wesling,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kyle.wesling@jpmorgan.com,,Salesforce
10872236,Inactive Investor,Jennie Sowers,Partner;Wealth Advisor,Corient New York NY 101 Park Ave,,,Salesforce
10916512,Inactive Investor,Krista Krupa,Retirement Plan Coordinator,Commonwealth Financial Network West Springfield MA 131 Wayside Ave,kkrupa@commonwealth.com,,Salesforce
340551,,Brian Mccook,Member,"Claris Advisors, Llc",bmccook@amdfs.com,314-655-5504,Manual List Upload
8481167,,Amy Kothmann,,Self Employed,volleygirl507@yahoo.com,(817) 228-1481,List Import
11144436,Inactive Investor,Roderick Liggins,,"Truist Investment Services, Inc.",roderick.liggins@truist.com,,Salesforce
10997290,Inactive Investor,Jerrod Novodoczky,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,jerrod.novodoczky.rzye@statefarm.com,,Salesforce
9567980,,Kathy Kuzeja,,,kuzeja@kkra.com,,List import
11089186,Inactive Investor,Thomas Gumbert,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,thomas_gumbert@vanguard.com,,Salesforce
10951688,Inactive Investor,Erin Stanek,,Robert W. Baird & Co. Incorporated,estanek@rwbaird.com,,Salesforce
10953164,Inactive Investor,Ryan Hozeska,Financial Planner,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11189537,Inactive Investor,Gary Forry,,"Cambridge Investment Research, Inc. Morral OH Private Residence",,,Salesforce
10903907,Inactive Investor,John Occhipinti,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,john.occhipinti@fmr.com,,Salesforce
10998455,Inactive Investor,Renata Parra,,"Raymond James Financial Services, Inc. Miami FL 200 S Biscayne Blvd",renata.parra@raymondjames.com,,Salesforce
11168351,Inactive Investor,John Musolino,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Boulder CO 1800 Broadway,john.musolino@morganstanley.com,,Salesforce
9547869,,Nadeem Ashfaq,,,nadeem.m.ashfaq@gmail.com,,List import
10812254,Inactive Investor,Donis Smith,Senior Vice President,Rockefeller Financial LLC Wilmington NC 1838 Sir Tyler Dr,,,Salesforce
10612715,,Douglas Chapman,Financial Advisor,,doug@wealthmanagegroup.com,,List Import
241226,Inactive Investor,Andrew Pettersen,,NEPC,apettersen@nepc.com,(617) 374-1300,Database Upload
11049233,Inactive Investor,Jennifer Valley,,"Cadaret, Grant & Co., Inc. Syracuse NY 5793 Widewaters Pkwy",jvalley@ae.cadaretgrant.com,,Salesforce
10925133,Inactive Investor,Andrew Rzeszotarski,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10873015,Inactive Investor,Joe Harris,Financial Advisor,"Wells Fargo Clearing Services, LLC Waco TX 1105 Wooded Acres Dr",joe.m.harris@wellsfargo.com,,Salesforce
10900126,Inactive Investor,Ryan Curtis,,State Farm VP Management Corp. Grayslake IL 35 N Whitney St,ryan.curtis.pqno@statefarm.com,,Salesforce
9645262,,ALEXANDROS TSOLAKIS,,,flostru@hotmail.com,,List import
10645475,,Andrew McLeod,,,andrew.mcleod@morganstanley.com,,List Import
10842875,Inactive Investor,Thomas Langan,Financial Consultant,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
229761,, -,,[[Unknown]],christopherrgladney@gmail.com,,Organic Search
9628595,,Guy Borgford,,,guywborgford@gmail.com,,List import
11033380,Inactive Investor,Joel Morris,Senior Wealth Strategist;Vice President,"Bryn Mawr Capital Management, LLC Wilmington DE 300 Bellevue Pkwy",,,Salesforce
11145606,Inactive Investor,Matthew Watson,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 8114 Cantrell Rd",matt.watson@wfafinet.com,,Salesforce
10758468,Inactive Investor,Philip Burke,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 15801 Brixham Hill Ave",philip.burke@wellsfargoadvisors.com,,Salesforce
10832999,Inactive Investor,Jennifer Vinsonhaler,Chief Compliance Officer,"Select Equity Group, L.P.",,,Salesforce
223348,,Matt Macdonald,CFO,Ventoux,matt@ventouxccm.com,,
11076238,Inactive Investor,Katlin Webb,Financial Advisor,Edward Jones Altoona PA 601 Valley View Blvd,katlin.webb@edwardjones.com,,Salesforce
197044,,jun yin,,[Unknown],janniebristowbsx58@gmail.com,,Direct
11131533,Inactive Investor,Timothy Heilferty,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",timothy.heilferty@ml.com,,Salesforce
11078494,Inactive Investor,Marci Bentz,Financial Advisor,Thrivent Investment Management Inc. Whitehall MI 124 S Mears Ave,marci.bentz@thrivent.com,,Salesforce
11180398,Inactive Investor,Taron Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11048584,Inactive Investor,Joseph Quillin,,PFS Investments Inc. Austin TX 5716 W Hwy 290,joseph.quillin@primerica.com,,Salesforce
11105495,Inactive Investor,William Smith,Chief Compliance Officer,Guaranty Private Wealth,,,Salesforce
11061871,Inactive Investor,Brian Durlach,,"Trustmont Financial Group, Inc. Saint James NY Private Residence",,,Salesforce
11092829,Inactive Investor,Mariela Emblidge,,"Allstate Financial Services, LLC Naples FL 4075 Pine Ridge Rd",marielaemblidge@allstate.com,,Salesforce
11092367,Inactive Investor,Hunter Vehslage,Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,brooks.vehslage@ubs.com,,Salesforce
10858850,Inactive Investor,Jeffrey Scott,,"Centaurus Financial, Inc. Brigham City UT Private Residence",,,Salesforce
10810770,Inactive Investor,Daniel Chaump,Financial Advisor;Financial Planning Specialist,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,daniel.chaump@morganstanley.com,,Salesforce
11012858,Inactive Investor,James Barnes,,"Equity Services, Inc. Irvine CA 20 Executive Park",bjames@nationallife.com,,Salesforce
9576978,,Lloyd Freeman,,,butchfreeman1@gmail.com,,List import
10895625,Inactive Investor,Wesley Merk,,LPL Financial LLC Big Bend WI W236S7050 Big Bend Dr,wesley.merk@lpl.com,,Salesforce
9547882,,Ruth David,,,makaruth667@gmail.com,,List import
10878943,Inactive Investor,Derek Slauson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,derekslauson.team@fidelity.com,,Salesforce
9577411,,Saethavuth Krasienapibal,,,vuudd@icloud.com,,List import
11195451,Inactive Investor,Seth Hersch,Analyst,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,s.hersch@fi.com,,Salesforce
11025422,Inactive Investor,Albert Jacobs,,NYLIFE Securities LLC Charlotte NC 7300 Carmel Executive Park Dr,ajjacobs@ft.newyorklife.com,,Salesforce
11003105,Inactive Investor,Stephanie Bowles,,Edward Jones Madisonville KY 32 S Main St,stephanie.townsell@edwardjones.com,,Salesforce
10796116,Inactive Investor,Marc Anselme,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Anselme Capital, Inc. Sacramento CA 5560 Jonesboro Way",marc@anselmecapital.com,,Salesforce
11037835,Inactive Investor,Jean Rullier,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",,,Salesforce
11209186,Inactive Investor,Virginia Merkel,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",virginia.r.merkel@wellsfargoadvisors.com,,Salesforce
10613343,,Beth Topf,"Financial Advisor, Senior Financial Advisor",,beth.topf@ml.com,,List Import
11085304,Inactive Investor,Scott Plathe,Financial Professional,"MML Investors Services, LLC Sioux City IA 505 5th St",splathe@financialguide.com,,Salesforce
11199086,Inactive Investor,Ari Lipper,,"Stifel, Nicolaus & Company, Incorporated Hamden CT 2321 Whitney Ave",lippera@stifel.com,,Salesforce
234795,, -,,[[Unknown]],lifeisfunandeasy@protonmail.com,,
9592929,,Hilton Harris,,,hiltharris@hotmail.com,,List import
9560789,,bom thy,,,hitet91203@kaftee.com,,List import
10646989,,Jason Lewis,,,jason.lewis@raymondjames.com,,List Import
10832880,Inactive Investor,Shelley Herold,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,shelley.herold@fidelity.com,,Salesforce
11173128,Inactive Investor,Marc Ng,Private Client Advisor,J.P. Morgan Securities LLC New York NY 850 3rd Ave,marc.j.ng@jpmorgan.com,,Salesforce
11103016,Inactive Investor,Christian Verardi,Financial Advisor,Edward Jones Marquette MI 115 S Lakeshore Blvd,christian.verardi@edwardjones.com,,Salesforce
11188832,Inactive Investor,Peter Kline,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",peter.kline@usbank.com,,Salesforce
11110218,Inactive Investor,James Roberge,Senior Managing Director,Staley Capital Advisers Inc,roberge@staleycap.com,,Salesforce
11141000,Inactive Investor,Ulysses Lalor,,"Centaurus Financial, Inc. Fort Collins CO 125 S Howes St",,,Salesforce
10874640,Inactive Investor,Grant Odelberg,Financial Advisor,"Ameriprise Financial Services, LLC Grand Junction CO 743 Horizon Ct",grant.odelberg@ampf.com,,Salesforce
145390,,Jon Ferrin,,[Unknown],jscottferrin@gmail.com,,source
10792595,Inactive Investor,Paul Volpe,Managing Partner;Managing Principal,"Trivium Point Advisory, LLC",paul@pfpartners.com,,Salesforce
9600973,,Wendy Modlin,,,wmodlin@tenerecapital.com,,List import
9573661,,Michael Abruzzo,,,mabruzzo@massmutual.com,,List import
10773280,Inactive Investor,Thomas Holocher,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,tyler.holocher@ubs.com,,Salesforce
10760774,Inactive Investor,Christopher Garrity,First Vice President;Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",christopher_j_garrity@ml.com,,Salesforce
10891619,Inactive Investor,Mark Delfiner,,PFS Investments Inc. Chalfont PA 31 Oak Ave,mark.delfiner@primerica.com,,Salesforce
10438842,,A Y,,,ajaymaurya37963@gmail.com,,Web Form Fillout
10830783,Inactive Investor,Patrick Rivard,Corporate Retirement Director;Family Wealth Advisor;Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Birmingham MI 34901 Woodward Ave,patrick.rivard@morganstanley.com,,Salesforce
10909078,Inactive Investor,Marianne Carter,,"Sanctuary Securities, Inc. Sneads Ferry NC 987 Chadwick Shores Dr",mcarter@sanctuarywealth.com,,Salesforce
11052827,Inactive Investor,John Germany,Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",john.r.germany@wellsfargo.com,,Salesforce
11096537,Inactive Investor,Ronald Dugan,Investment Advisor;Portfolio Manager,AmeriTrust Investment Advisors Inc,,,Salesforce
10977673,Inactive Investor,Matthew Sommers,,Vanguard Marketing Corporation,,,Salesforce
10829051,Inactive Investor,Stephanie Carter,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",stephanie.carter@ml.com,,Salesforce
10966888,Inactive Investor,Matthew Mitchell,,"U.S. Bancorp Investments, Inc. Saint Louis MO 11532 Page Service Dr",matthew.mitchell@usbank.com,,Salesforce
9579213,,Matthew Li,,,matthew.li@foreresearch.com,,List import
10510693,,Sergio Aldanahinzpeter,,PFS Investments,sergio_aldana@msn.com,,List Import
10908594,Inactive Investor,Richard Holtan,,The AmeriFlex Group Las Vegas NV 6980 Obannon Dr,,,Salesforce
10923683,Inactive Investor,Nathan Coffey,Financial Advisor,"Cedar Mountain Advisors, LLC Portland OR 7175 SW Beveland Rd",ncoffey@cmapdx.com,,Salesforce
10488052,,Michael Rawlings,"Founder, Manager, Partner",CIC Partners Management LLC,mikerawls_2004@yahoo.com,,List Import
7259069,,Chris A Rivers,,Gargouille Images,gargouille@sbcglobal.net,(415) 218-2885,Web Form Fillout
10847475,Inactive Investor,Douglas Jones,,"J.W. Cole Financial, Inc. Lake Forest CA 26477 Rancho Pkwy S",,,Salesforce
50530,,Richard Bartholomew,"Vice President, Wealth Care Advisor",Wealthcare Capital Management LLC,rbartholomew@wealthcarecapital.com,,
372266,,Luke Melas-Kyriazi,,United States,luke.melas@sjc.ox.ac.uk,,Salesforce
6303615,,Lungile Mlonzi Alungile,,,lungilealuz01@gmail.com,,Web Form Fillout
10886438,Inactive Investor,Michael Moretti,Limited Partner;Partner,"Blue Chip Financial Advisors, LLP",mmoretti@bcfa.net,,Salesforce
10962981,Inactive Investor,Fernando Corujo,,"Osaic FS, Inc. San Juan PR 319 Carr 21",,,Salesforce
11220200,,Rebecca Garza,,,rebecca.garza@claconnect.com,,Other
11212804,Inactive Investor,Ryan Jones,,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,ryan.r.jones@jpmorgan.com,,Salesforce
11164537,Inactive Investor,Taylor Davis,,"Robinhood Financial, LLC",taylor.davis@robinhood.com,,Salesforce
9621201,,Zachery Davis,,,zacdavis09@gmail.com,,List import
10781674,Inactive Investor,Marie Bryant,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,marie.bryant@fmr.com,,Salesforce
10845336,Inactive Investor,Deborah Myers,,LPL Financial LLC Golden CO 14143 Denver West Pkwy,deborah.myers@lpl.com,,Salesforce
11228922,Inactive Investor,Glenn Coutts,,"Intercoastal Capital Markets, Inc. Boonton NJ 239 Myrtle Ave",,,Salesforce
11078801,Inactive Investor,Victor Ortega,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,victor.ortega@fidelity.com,,Salesforce
11149073,Inactive Investor,Sonia Baker,,LPL Financial LLC Charleston SC 2430 Mall Dr,sonia.baker@lpl.com,,Salesforce
10963920,Inactive Investor,Michael Serrano,,"Wells Fargo Clearing Services, LLC Newport Beach CA 5 Corporate Plaza Dr",,,Salesforce
11069150,Inactive Investor,Susannah Miller,,"First Citizens Investor Services, Inc. Boiling Springs SC 3611 Boiling Springs Rd",susannah.miller@firstcitizens.com,,Salesforce
11029209,Inactive Investor,Jose Jimenez,,Citigroup Global Markets Inc.,,,Salesforce
11020564,Inactive Investor,Meghan Williams,,LPL Financial LLC Brockport NY 6560 4th Section Rd,meghan.williams@lpl.com,,Salesforce
11164372,Inactive Investor,Helen Middlebrook,,LPL Financial LLC Thousand Oaks CA 123 Hodencamp Rd,helen.middlebrook@lpl.com,,Salesforce
9607115,,Diego Casavecchia,,,ubimaior@hotmail.it,,List import
11237183,Inactive Investor,Paola Bernal Cuevas,Chief Investment Officer,"Global Kandor Advisors, LLC",paola@globalkandor.com,,Salesforce
9578240,,Purnomo .,,,mspoerid@gmail.com,,List import
11222638,,David Nicholas,,,dnicholas@nicholasfunds.com,,List Import
10998936,Inactive Investor,Daniel Harrelson,,Country Capital Management Company Prattville AL 696 McQueen Smith Rd N,daniel.harrelson@countryfinancial.com,,Salesforce
11160351,Inactive Investor,Karen Boza,First Vice President - Wealth Management,Morgan Stanley Miami FL 220 Alhambra Cir,karen.boza@morganstanley.com,,Salesforce
10934411,Inactive Investor,Caly Behymer,,"Osaic Wealth, Inc. Carrollton KY 509 Highland Ave",,,Salesforce
11194047,Inactive Investor,Maria Triani,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,mtriani@ft.newyorklife.com,,Salesforce
11104198,Inactive Investor,Eric Bredthauer,,"Ameriprise Financial Services, LLC Hopewell Junction NY 2345 Rte 52",eric.bredthauer@ampf.com,,Salesforce
11171142,Inactive Investor,Shawn Mckeown,Chief Compliance Officer;Managing Member;Owner;Wealth Advisor,Southern Pacific Asset Management L.L.C.,,,Salesforce
10982333,Inactive Investor,Sharin King,Financial Advisor,Edward Jones Cleveland TN 230 N Ocoee St,,,Salesforce
9570795,,Stephen Zeller,,,stephen.zeller@huntington.com,,List import
10823706,Inactive Investor,Sarah Silcox,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",sarah.silcox@ml.com,,Salesforce
9552100,,Bijal patel,,,bpatel@burney.com,,List import
11160627,Inactive Investor,Robert Templeton,,"Good Life Advisors, LLC Columbia SC 2000 Center Point Rd",robert.templeton@goodlifefa.com,,Salesforce
372716,,Jay Wainer,,[Unknown],scarabone@hotmail.com,,source
11089308,Inactive Investor,Jose Diaz,Managing Director,"Raymond James & Associates, Inc. Miami FL 396 Alhambra Cir",jose.diaz@alexbrown.com,,Salesforce
10993167,Inactive Investor,Fernando Silva,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,fernando.silva@jpmorgan.com,,Salesforce
10922245,Inactive Investor,Steven Hyers,,United Planners' Financial Services of America A Limited Partner Jacksonville FL 2120 University Blvd W,,,Salesforce
9541659,,Ryan Mulhearn,Assistant Vice President,Valley National Financial Advisors,rmulhearn@valleynationalgroup.com,6108689000,List import
10907100,Inactive Investor,Nancy Knight,Financial Advisor,LPL Financial LLC Fremont CA 40981 Valero Dr,nancy.knight@lpl.com,,Salesforce
9558873,,Christopher Broderick,,,chris.broderick@paralleladvisors.com,,List import
11068136,Inactive Investor,Eric Fullilove,Financial Advisor,"Ameriprise Financial Services, LLC Portland ME 2 Portland Sq",eric.w.fullilove@ampf.com,,Salesforce
11012128,Inactive Investor,Clinton Puhrmann,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",,,Salesforce
10926056,Inactive Investor,Sebastian Salas,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,,,Salesforce
11151519,Inactive Investor,Christina Campagna,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",christina.campagna@ml.com,,Salesforce
11029453,Inactive Investor,Richard Spatola,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",richard.spatola@aretewealth.com,,Salesforce
168825,,Kutay Pekesen,,[Unknown],kutay.pekesen@gmail.com,,
10872005,Inactive Investor,Eric Snell,Financial Advisor,Edward Jones Saratoga Springs NY 34 Congress St,,,Salesforce
9645049,,walter badley,,,wbradley174@comcast.net,,List import
11193574,Inactive Investor,Daniel Aronson,,Evercore Group L.L.C. Chicago IL 1 N Wacker Dr,,,Salesforce
11118186,Inactive Investor,Aaron Herman,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,aherman01@ft.newyorklife.com,,Salesforce
11171769,Inactive Investor,Dean Bright,,J.P. Morgan Securities LLC Northport NY 54 Main St,dean.bright@jpmorgan.com,,Salesforce
10874516,Inactive Investor,Angelo Pineda,,PFS Investments Inc. Beltsville MD 5020 Sunnyside Ave,angelo.pineda@primerica.com,,Salesforce
11154332,Inactive Investor,Matthew Harper,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,mharper.132xr@primerica.com,,Salesforce
10661687,,Eudora Adolph,,,eudora@avertrust.com,,List Import
10510129,,Ashley Kulju,Financial Advisor,Rose Capital Advisors,ashley@rosecapitaladvisors.com,,List Import
9619134,,Colin Dampier,,,cdampier@vocecapital.com,,List import
10772615,Inactive Investor,Scott Collison,Financial Advisor,Edward Jones Pierre SD 1601 N Harrison Ave,scott.collison@edwardjones.com,,Salesforce
238525,,thutrinhpham824@gmail.com Trinh,,[Unknown],thutrinhpham824@gmail.com,,
10915266,Inactive Investor,Brian Hernandez,,J.P. Morgan Securities LLC San Diego CA 8222 Mira Mesa Blvd,,,Salesforce
10985872,Inactive Investor,Ronald Prater,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
11067304,Inactive Investor,Brian Gibbs,,State Farm VP Management Corp. Winneconne WI 923 E Main St,brian.gibbs.nzis@statefarm.com,,Salesforce
220057,,Eli Ivanova,,[Unknown],eli.ivanova@outlook.com,,source
9541452,,Rafy Zuchdi Syamsudin,,,rzuchdi@gmail.com,,List import
332644,,Jerome Reggie Maldonado,,TBD,jeromelandscapecompany@gmail.com,8452127364,
10970616,Inactive Investor,Christopher Buckley,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",chris.buckley@schwab.com,,Salesforce
227034,, -,,[[Unknown]],rick.byrd@yahoo.com,,
10826679,Inactive Investor,Pamela Hausman,,"Gradient Securities, LLC Santa Monica CA 915 3rd St",phausman@gradientsecurities.com,,Salesforce
9647320,,Andrew Newfield,,,anewfield@scsfinancial.com,,List import
10821655,Inactive Investor,Mark Biller,Managing Member;Senior Portfolio Manager,"SMI Advisory Services, LLC",,,Salesforce
11214890,,Babette D'Arcy,,,supabette@gmail.com,,Web Form Fillout
11062748,Inactive Investor,Richard Brooks,,Cetera Financial Specialists LLC Rutherford NJ 9 Lincoln Ave,richard.brooks@ceterafs.com,,Salesforce
11131290,Inactive Investor,Richard Mazur,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Melville NY 150 Broadhollow Rd",richard.mazur@ampf.com,,Salesforce
1001728,Inactive Investor,Michael Collins,Co-Founder & President,Collins Capital Investments,mcollins@collinscap.com, +1 305 666 3319,
11106161,Inactive Investor,William Singletary,Managing Partner,"Arcus Capital Partners, LLC Jacksonville FL 1 Independent Dr",ross.singletary@arcuscp.com,,Salesforce
9597452,,Linh Le,,,linh@tellone.com,,List import
11102388,Inactive Investor,Joan Zimniewicz,,E. A. Horwitz LLC,jzim@horwitzadvisors.com,,Salesforce
9637022,,Darpan Kapadia,,,dkapadia@edgepe.com,,List import
10644960,,Shanelle Kaikis,,,strinidad@jefferies.com,,List Import
10900820,Inactive Investor,Jonathan Highsmith,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
185485,,John Hudson,Financial Advisor,Applied Capital,jack.hudson@appliedcapital.com,615-800-6106,Manual List Upload
9571386,,Charles Witmer,,,chuck@eaglecapital.net,,List import
1004333,Inactive Investor,David Auerbach,,David Auerbach,david.auerbach@espositoglobal.com,,3rd Party Lead Gen
10611678,,Andre Mirkine,"Associate Vice President - Investments, Financial Advisor",,andre.mirkine@wellsfargoadvisors.com,,List Import
10898331,Inactive Investor,Shlomo Mizrahi,Client Service Associate;Senior Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,shlomo.mizrahi@ubs.com,,Salesforce
10947370,Inactive Investor,Roksana Powell,,"U.S. Bancorp Investments, Inc. Reno NV 1 E Liberty St",roksana.powell@usbank.com,,Salesforce
10778579,Inactive Investor,Toni Ondek,Senior Vice President - Investments,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",toni.ondek@raymondjames.com,,Salesforce
10768209,Inactive Investor,Jean Hughes,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10849649,Inactive Investor,Christopher Ferre,,"Wells Fargo Clearing Services, LLC Reno NV 5125 Mae Anne Ave",christopher.ferre@wellsfargoadvisors.com,,Salesforce
11014517,Inactive Investor,Michael Samueloff,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
9609984,,Anthony Ng,,,anthonics.cliff@gmail.com,,List import
10987036,Inactive Investor,Jonathan Miles,Financial Advisor,"First Horizon Advisors, Inc. Sarasota FL 8181 S Tamiami Trl",jonathan.miles@firsthorizon.com,,Salesforce
11229096,Inactive Investor,Alexander Willey,,Edward Jones Elizabeth IL 115 N Main St,,,Salesforce
11131708,Inactive Investor,Kari McGuire,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
10898844,Inactive Investor,Stephen Teas,,Country Capital Management Company Richland WA 1446 Spaulding Park,stephen.teas@countryfinancial.com,,Salesforce
373636,,marvin otsuji,,[Unknown],marvin.oitsuji@gmail.com,,source
10618685,,Sophia Weisberg,,,sweisberg@mesirowfinancial.com,,List Import
9593350,,Zeno Tonnis,,,zeno@p2p.org,,List import
10873705,Inactive Investor,Gayla Parks,,State Farm VP Management Corp. Tallahassee FL 2905 Apalachee Pkwy,gayla.parks.hbr4@statefarm.com,,Salesforce
11004058,Inactive Investor,John Barrier,,"Raymond James Financial Services, Inc. Boone NC 895 State Farm Rd",john.barrier@raymondjames.com,,Salesforce
11111216,Inactive Investor,Thomas Passante,,Park Avenue Securities LLC Allentown PA 5100 W Tilghman St,,,Salesforce
11069983,Inactive Investor,Dustin Molte,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
11193941,Inactive Investor,Stanley Brown,,PFS Investments Inc. Aurora CO 6105 S Main St,sbrown.41ahw@primerica.com,,Salesforce
9600760,,Damian Sousa,,,damian.sousa@carillontower.com,,List import
11212397,Inactive Investor,Gerhard Olsen,Director;Financial Advisor,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,gerhard.olsen@opco.com,,Salesforce
11236451,Inactive Investor,Eugene Pender,Investment Advisor,Coppell Advisory Solutions LLC Largo FL 1901 W Bay Dr,,,Salesforce
10996030,Inactive Investor,Tyler Mitchell,,LPL Financial LLC Sacramento CA 8945 Cal Center Dr,tyler.mitchell@lpl.com,,Salesforce
10954562,Inactive Investor,Chanise Littlefield,Financial Services Representative,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10783383,Inactive Investor,Benji Cheung,,Jefferies LLC,bcheung@jefferies.com,,Salesforce
10851725,Inactive Investor,Phoenix Onsager,Senior Client Associate,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,phoenix.onsager@ubs.com,,Salesforce
11123736,Inactive Investor,Brennan Hervey,Financial Advisor,Edward Jones Saint Petersburg FL 6675 38th Ave N,brennan.hervey@edwardjones.com,,Salesforce
11167798,Inactive Investor,James Freeman,Advisor;Senior Vice President,Rockefeller Financial LLC Charlotte NC 5605 Carnegie Blvd,jfreeman@rockco.com,,Salesforce
345649,,Alec Scheiner,Operating Partner,Redbird Capital Partners Management Llc,ascheiner@redbirdcap.com,212-235-1000,Manual List Upload
10644594,,Blake Bloodsaw,,,blake.bloodsaw@chase.com,,List Import
11126422,Inactive Investor,Laura Capan,,"Avantax Investment Services, Inc. Canonsburg PA 228 E McMurray Rd",,,Salesforce
11075585,Inactive Investor,Michael Leach,,State Farm VP Management Corp. West End NC 115 Westgate Dr,michael.leach.rakp@statefarm.com,,Salesforce
146358,,Ben Bohnenberger,,[Unknown],bbohnenberger@ocpws.com,,Organic Search
10995680,Inactive Investor,Valentina Savic,,J.P. Morgan Securities LLC New York NY 181 E 90th St,valentina.savic@jpmorgan.com,,Salesforce
10871795,Inactive Investor,Scott Jacobs,Private Client Banker,J.P. Morgan Securities LLC Mission Viejo CA 23992 Alicia Pkwy,scott.b.jacobs@chase.com,,Salesforce
10780960,Inactive Investor,Jonathan Zodin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",jonathan_zodin@ml.com,,Salesforce
11167495,Inactive Investor,Alisha Barday,,Citigroup Global Markets Inc.,,,Salesforce
9587116,,Caleb Richardson,,,caleb.richardson@fmr.com,,List import
245894,,Not Provided,Legislative Aide,"U.S. Senate, Senator Cynthia Lummis",linnea_melbye@lummis.senate.gov,,Manual List Upload
10618257,,Najib Husain,,,najib.husain@usbank.com,,List Import
9617641,,Mitchell Goroch,,,mg624@uowmail.edu.au,,List import
11046875,Inactive Investor,Eldad Neumeier,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,eldad.neumeier@morganstanley.com,,Salesforce
11169383,Inactive Investor,Samuel Kayse,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9545516,,Harry Scott,,,hscottiii@amish.org,,List import
10951294,Inactive Investor,David Lane,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",david.lane@schwab.com,,Salesforce
10950272,Inactive Investor,Adam Beach,,"Centaurus Financial, Inc. El Segundo CA 360 N Sepulveda Blvd",,,Salesforce
10854161,Inactive Investor,Megan Frost,Private Client Advisor,J.P. Morgan Securities LLC Thibodaux LA 184 W Main St,megan.frost@jpmorgan.com,,Salesforce
10984885,Inactive Investor,Carlos Ortiz,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,carlos.ortiz@fmr.com,,Salesforce
11144904,Inactive Investor,Joseph Semion,,"Fortune Financial Services, Inc. Scranton PA 558 S Keyser Ave",jjs@fortunefinancialservices.com,,Salesforce
10659096,,Dorlisa Johnson,,,dorlisa.johnson@morganstanley.com,,List Import
11169006,Inactive Investor,Corinne Menacho,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,corinne.james@morganstanley.com,,Salesforce
10912083,Inactive Investor,David Evans,Financial Advisor,Optima Capital LLC Liberty MO 1201 Landmark Ave,,,Salesforce
9617388,,Theodoros Koukoutsas,,,theo.koukoutsas@gmail.com,,List import
10793429,Inactive Investor,Bret Guillaume,Chief Compliance Officer;President,Mader & Shannon Wealth Management Kansas City MO 4505 Madison Ave,bret@madershannon.com,,Salesforce
9610472,,Glenn Riemersma,,,glennriemersma@comcast.net,,List import
10878860,Inactive Investor,Bruce Larsen,Senior Financial Planner;Senior Wealth Advisor,Colorado Wealth Group LLC,blarsen@coloradowealthgroup.com,,Salesforce
10947887,Inactive Investor,Gabe Houston,Senior Research Analyst,"Scharf Investments, LLC",gabe@scharfinvestments.com,,Salesforce
11026383,Inactive Investor,Ryan Cron,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
11152048,Inactive Investor,Mary Covington,,State Farm VP Management Corp. Uniontown OH 13375 Cleveland Ave NW,marycovington@statefarm.com,,Salesforce
10979441,Inactive Investor,Charles Thomas,Senior Wealth Advisor,SFMG Wealth Advisors,cthomas@sfmg.com,,Salesforce
10824827,Inactive Investor,Michael Mckee,Owner;President,MAC Investment Management,,,Salesforce
10847347,Inactive Investor,Jonathan Lu,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jonathan.lu@tiaa-cref.org,,Salesforce
10759207,Inactive Investor,Stephanie Sanford,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,stephanie.ivy@gs.com,,Salesforce
10807642,Inactive Investor,Teresa Jacobsen,Managing Director - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,teresa.jacobsen@ubs.com,,Salesforce
10989289,Inactive Investor,Kevin Eames,Banker,"U.S. Bancorp Investments, Inc. Escondido CA 2369 E Valley Pkwy",,,Salesforce
11158863,Inactive Investor,Frederick Booth,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley New Haven CT 545 Long Wharf Dr,frederick.w.booth@morganstanley.com,,Salesforce
2634631,,marcus wang,,,wangwei75@live.com,,
9646183,,Kevin Murphy,,,murphykevin738@gmail.com,,List import
11111421,Inactive Investor,Stephen Dunleavy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Overland Park KS 13501 Nall Ave",,,Salesforce
197071,,Beren Anderson,,Lincoln Financial Advisors Corporation,beren.anderson@lfg.com,401-287-3266,product
11021014,Inactive Investor,Aruna Holali Anantapadmanabhashastry,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,aruna_anantapadmanabhashastry@vanguard.com,,Salesforce
10800004,Inactive Investor,John McLaughlin,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",,,Salesforce
11115842,Inactive Investor,Andrew Hax,,Cetera Advisor Networks LLC Castro Valley CA 3726 Castro Valley Blvd,,,Salesforce
10845134,Inactive Investor,Jathan McGlade,Financial Advisor,Edward Jones Glenwood Springs CO 2700 Gilstrap Ct,jay.mcglade@edwardjones.com,,Salesforce
10991459,Inactive Investor,Hugh Toland,Chief Research Officer,Sonora Investment Management,btoland@invmgmt.com,,Salesforce
9544268,,Albert Loo,,,acloo@yahoo.com,,List import
10914741,Inactive Investor,Gregory Engelbert,,"Allstate Financial Services, LLC Marysville CA 201 D St",gregoryengelbert@allstate.com,,Salesforce
10867176,Inactive Investor,Zachary Brent,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,zachary.brent@fidelity.com,,Salesforce
9604384,,amir afshar,,,amirafshar.aria@gmail.com,,List import
10485776,,Waleed Faisal Bin Braik,,,abdukted@hotmail.com,,Web Form Fillout
10778249,Inactive Investor,Debra Hilton,,LPL Financial LLC Spring TX 9450 Grogans Mill Rd,debra.hilton@lpl.com,,Salesforce
11105365,Inactive Investor,Estevan Pena,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10814455,Inactive Investor,Michael McCluskey,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH The Towers At Kenwood,michael.mccluskey@ubs.com,,Salesforce
10948231,Inactive Investor,Janice French,Associate;Financial Advisor,Edward Jones Bradenton FL 5783 Manatee Ave W,french@edwardjones.com,,Salesforce
10947217,Inactive Investor,Harper Phillips,Chief Compliance Officer;Manager;Managing Member;Member,BTV Capital LLC,harperphillips@btvcapital.com,,Salesforce
10800530,Inactive Investor,Beth McKinney,,PFS Investments Inc. Wisconsin Rapids WI 3930 8th St S,beth.mckinney@primerica.com,,Salesforce
10817036,Inactive Investor,Jamie Engelking,,UBS Financial Services Inc. Denver CO 370 17th St,jamie.engelking@ubs.com,,Salesforce
10968255,Inactive Investor,Nicholas Berling,,Fidelity Brokerage Services LLC,,,Salesforce
9587466,,Eric Freeburg,,,eric@greenwichwealth.com,,List import
11123102,Inactive Investor,Anthony Watts,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 500 Lee St E",todd.watts@ml.com,,Salesforce
11079880,Inactive Investor,Kevin St.Jean,Private Client Banker,J.P. Morgan Securities LLC Islandia NY 1455 Veterans Memorial Hwy,kevin.stjean@chase.com,,Salesforce
10803567,Inactive Investor,Leann Acree,,PFS Investments Inc. Overland Park KS 8500 W 110th St,leann.acree@primerica.com,,Salesforce
349121,,Earl Correll,Shareholder,Correll Co. Investment Services Corp.,ecorrell@correllco.com,708-599-2900,Manual List Upload
11000642,Inactive Investor,Devin Masoner,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10510304,,Heather Bell,Managing Editor,VettaFi,heather.bell@vettafi.com,,List Import
10487239,,Carla Erasime,Supervisory Desk Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",carla.erasime@ml.com,,List Import
10985017,Inactive Investor,Long Duong,,NYLIFE Securities LLC Houston TX 9999 Bellaire Blvd,lhduong@ft.newyorklife.com,,Salesforce
225181,,Ibrahim Bakre,,[Unknown],bakreibra@gmail.com,,Direct
11197298,Inactive Investor,Puran Sugrim,Financial Advisor,PNC Investments Clearwater FL 2575 Countryside Blvd,puran.sugrim@pnc.com,,Salesforce
10774964,Inactive Investor,Erik Kase,,"Wells Fargo Clearing Services, LLC Moorestown NJ 91 E Main St",erik.kase@wellsfargoadvisors.com,,Salesforce
10780683,Inactive Investor,Brian Peers,Financial Advisor,"Ameriprise Financial Services, LLC Gilbertsville PA Private Residence",brian.r.peers@ampf.com,,Salesforce
11047395,Inactive Investor,Jane Wong,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",jane.wong@usbank.com,,Salesforce
10603762,,John Fisher,"Chief Executive Officer, Director, President",Federated Global Investment Management Corp.,quals800@gmail.com,,List Import
10800444,Inactive Investor,Douglas Stewart,Senior Vice President - Investments,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",douglas.stewart@raymondjames.com,,Salesforce
10952371,Inactive Investor,Gustavo Magallanes,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,gustavo.magallanes@jpmorgan.com,,Salesforce
11094346,Inactive Investor,Tamba Johnson,,"M Holdings Securities, Inc. Minneapolis MN 706 2nd Ave S",,,Salesforce
10958835,Inactive Investor,Nicole Bain,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,nicole.hendry@fmr.com,,Salesforce
9640001,,Lynn Daitch,,,ldaitch@aacounty.org,,List import
10826262,Inactive Investor,Leah Douvres,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",leah.douvres@ml.com,,Salesforce
10916423,Inactive Investor,Richard Andersen,Financial Advisor,LPL Financial LLC Gowanda NY 76 W Main St,rick.andersen@lpl.com,,Salesforce
10771762,Inactive Investor,Daniel Vazquez,Financial Advisor,Edward Jones Salt Lake City UT 2180 S 1300 E,daniel.vazquez@edwardjones.com,,Salesforce
11030402,Inactive Investor,Stephen Scalley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9640184,,Daniel Jim,,,daniel.jim@finexasia.com,,List import
10880508,Inactive Investor,William Giaconia,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9553708,,Terrence Hawkins,,,terry.hawkins@morningstar.com,,List import
10847501,Inactive Investor,Jeric Wisecup,Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 10050 Innovation Dr",jeric.d.wisecup@ampf.com,,Salesforce
9574455,,kane chow,,,kane01162811@gmail.com,,List import
10769458,Inactive Investor,Jesse Leblanc,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",jesse.c.leblanc@ml.com,,Salesforce
9610386,,Brett Reiss,"Financial Advisor, Senior Vice President",,breiss@janney.com,,List import
157113,,yes tome,,[Unknown],yestome@protonmail.com,,
11005921,Inactive Investor,Mark Wingfield,,"The Investment Center, Inc. Groton CT 174 Bridge St",,,Salesforce
11181059,Inactive Investor,Brett Bargery,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,bbargerry@ft.newyorklife.com,,Salesforce
11006169,Inactive Investor,Dominick Caggiano,,PFS Investments Inc. Hartsdale NY 100 N Central Ave,dcaggiano@primerica.com,,Salesforce
10826502,Inactive Investor,Jeffrey Hutcheson,,"GPS Wealth Strategies Group, LLC Littleton CO 3939 E Arapahoe Rd",,,Salesforce
10967021,Inactive Investor,James Sunderwirth,,"World Equity Group, Inc. Royal Palm Beach FL Private Residence",,,Salesforce
10888672,Inactive Investor,Patrick Mead,Managing Director,LPL Financial LLC San Diego CA 12625 High Bluff Dr,patrick.mead@lpl.com,,Salesforce
204506,,Rick Iorio,,Envestnet,richard.iorio@envestnet.com,,
11013887,Inactive Investor,Raul Garcia,,J.P. Morgan Securities LLC Orlando FL 3120 S Kirkman Rd,raul.garcia@jpmorgan.com,,Salesforce
10779524,Inactive Investor,Matthew Tuccitto,Financial Advisor;Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,matthew.tuccitto@morganstanley.com,,Salesforce
11003866,Inactive Investor,Valerie Robinson,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,vrobinson@primerica.com,,Salesforce
10845480,Inactive Investor,Adrian Vega,Vice President,"Wells Fargo Clearing Services, LLC",adrian.vega@wellsfargoadvisors.com,,Salesforce
10896890,Inactive Investor,Patrick Bobbins,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,patrick.bobbins@lpl.com,,Salesforce
11222158,,Sonia Mintun,,,smintun@ancora.net,,List Import
11087450,Inactive Investor,Jeffrey Petronack,Financial Advisor,LPL Financial LLC Saint Paul MN 1804 7th St W,jeffrey.petronack@lpl.com,,Salesforce
9645595,,Danny Klein,,,dklein@eliasklein.com,,List import
10967389,Inactive Investor,Drew Levy,Financial Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",drew.levy@raymondjames.com,,Salesforce
9563564,,George Vangelakos,,,george.vangelakos@pnc.com,,List import
11183868,Inactive Investor,Mark Labriola,Financial Advisor,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",mark.labriola@wellsfargoadvisors.com,,Salesforce
11178549,Inactive Investor,Kenneth Haworth,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,ken.haworth@fmr.com,,Salesforce
11002895,Inactive Investor,Joseph Gambone,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",joseph.gambone@equitable.com,,Salesforce
11072592,Inactive Investor,Armando Ventura,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,armando.ventura@jpmorgan.com,,Salesforce
10784959,Inactive Investor,Robert Nebelung,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,robert.nebelung@morganstanley.com,,Salesforce
11217676,,Scott Custis,,,scott.custis@ampf.com,,List Import
10965400,Inactive Investor,Solomon Tobal,,Morgan Stanley Paramus NJ 61 S Paramus Rd,solomon.tobal@morganstanley.com,,Salesforce
10614719,,Richard Yuen,"Financial Advisor, Senior Portfolio Manager, Vice President - Wealth Management",,richard.yuen@morganstanley.com,,List Import
10829964,Inactive Investor,Charlie Kirven,,Aurora Securities Houston TX 3220 San Jacinto St,,,Salesforce
10776246,Inactive Investor,Benjamin Brazzell,Financial Advisor,Edward Jones Paducah KY 4965 Village Square Dr,benjamin.brazzell@edwardjones.com,,Salesforce
10937943,Inactive Investor,Richard Rydzik,,"Kestra Investment Services, LLC Oxford CT 350 Center Rock Grn",,,Salesforce
6534351,,Sung Chang,,,swchang@alumni.princeton.edu,,Web form fillout
10916823,Inactive Investor,Steven Podhradsky,,Edward Jones North Ridgeville OH 36097 Westminister Ave,,,Salesforce
11198214,Inactive Investor,Thai-Thomas Tran,Chief Compliance Officer;Founder;Member;Owner;President,Fortuna Wealth Management,thomas@fortunawealthmgmt.com,,Salesforce
10817483,Inactive Investor,Susan Pack,Chief Compliance Officer;Manager;Principal,"Pomeroy Financial Planning, LLC. Cincinnati OH 2114 Madison Rd",spack@pomeroyfinancial.com,,Salesforce
11073382,Inactive Investor,David Walley,Financial Advisor,"Wells Fargo Clearing Services, LLC Morrisville PA 1010 Stony Hill Rd",david.r.walley@wellsfargoadvisors.com,,Salesforce
344149,,Will Geiger,Senior Associate,Touchdown Ventures Inc.,will.geiger@touchdownvc.com,856-431-3535,Manual List Upload
9647381,,Morteza Sakhaei,,,mortezasakhaei1372@gmail.com,,List import
11233098,Inactive Investor,Mary Burress,Investment Advisor Representative;Principal,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",mary.burress@tfaconnect.com,,Salesforce
11139971,Inactive Investor,Thomas Varga,Investment Advisor;Registered Principal,LPL Financial LLC South Bend IN 53700 Generations Dr,thomas.varga@lpl.com,,Salesforce
11010094,Inactive Investor,Connor Mueller,,"Osaic Wealth, Inc. Fond Du Lac WI N6687 Wrightway Dr",,,Salesforce
9599967,,Jorie Pitt,,,jpitt@missionwealth.com,,List import
10489831,,Victor Dimaggio,,"Crescent Advisor Group, Inc.",bud@drcpa.biz,,List Import
10790892,Inactive Investor,David Marsh,,"Ameriprise Financial Services, LLC Saint Paul MN Private Residence",david.a.marsh@ampf.com,,Salesforce
11049415,Inactive Investor,Bert Doerhoff,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Aura Wealth Advisors LLC,bdcpa@accubiz.net,,Salesforce
10989438,Inactive Investor,Lauren Loucks,,"DFPG Investments, LLC Orem UT 462 E 800 N",,,Salesforce
11057738,Inactive Investor,Alixis Roccia,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",roccia.alixis@principal.com,,Salesforce
10801304,Inactive Investor,Shane Klingenstein,Financial Advisor,Edward Jones Bonney Lake WA 18209 State Rte 410 E,shane.klingenstein@edwardjones.com,,Salesforce
9540818,,Epperly Li,,,yuanyuan.li01@bitmain.com,,List Import
9597139,,Lance Tempest,,,lance@landmarkwa.com,,List import
10959770,Inactive Investor,Kent Lindley,,"Farmers Financial Solutions, LLC Lewisville TX 2570 Justin Rd",,,Salesforce
10778982,Inactive Investor,Greg Todd,Branch Manager,Morgan Stanley Visalia CA 520 W Main St,greg.todd@morganstanley.com,,Salesforce
10981076,Inactive Investor,Ryan Hatton,Advisor;Senior Advisor;Senior Wealth Advisor,"Stonewater Wealth Management, Inc.",ryan@stonewaterwealth.com,,Salesforce
10887475,Inactive Investor,Patrick Dillon,,Morgan Stanley New York NY 1633 Broadway,,,Salesforce
10492379,,Ibrahim Ssetimba,,,ibrahimssetijr@gmail.com,,Web Form Fillout
10901997,Inactive Investor,Kimberly Stephens,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,kimberly.stephens.ngkb@statefarm.com,,Salesforce
11087725,Inactive Investor,Catherine Barbier,,LPL Financial LLC Totowa NJ 999 Riverview Dr,catherine.barbier@lpl.com,,Salesforce
10787450,Inactive Investor,Mark Luning,Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,mark.luning@morganstanley.com,,Salesforce
10936504,Inactive Investor,Amber Laake,,Cetera Financial Specialists LLC Clearwater FL 1070 Kapp Dr,amber.laake@ceterafs.com,,Salesforce
11206751,Inactive Investor,Zachary Mattos,,LPL Financial LLC Austin TX 3002 Hillview Rd,zachary.mattos@lpl.com,,Salesforce
200636,,Chintana Griffin,Financial Planner,Lincoln Financial Advisors Corporation,chintana.griffin@lfg.com,808-532-4500,
10800165,Inactive Investor,Jane Arambel,,"Kestra Investment Services, LLC Denver CO 4582 S Ulster St",,,Salesforce
346156,,James Warring,Founder & CEO,"Eaglestone Wealth Advisors, Inc.",jwarring@eaglestonewealth.com,301-924-2160,Manual List Upload
10837402,Inactive Investor,Stephen Comiskey,Director - Alternative Investments;Executive Director;Family Wealth Director;Investing with Impact Director;Private Wealth Advis,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,stephen.comiskey@morganstanley.com,,Salesforce
9618169,,Erik Dybesland,,,edybesland@blackgoldcap.com,,List import
9567734,,Jim Paine,,,jp95@hotmail.com,,List import
11201421,Inactive Investor,Joel Long,,"Avantax Investment Services, Inc. Strasburg PA 7 N Decatur St",,,Salesforce
248952,,Selva Ozelli,Senior Director,Sunnova,selva.f.ozelli@gmail.com,,Manual List Upload
10985509,Inactive Investor,Garrett Ulmer,Financial Advisor,"TruWealth Advisors, LLC",garrett.ulmer@twadvisor.com,,Salesforce
10612478,,Mark Giordano,Associate Financial Advisor,,mark.p.giordano@ampf.com,,List Import
11188311,Inactive Investor,Glenn Hoelscher,,GWN Securities Inc. Lorena TX Private Residence,ghoelscher@gwnsecurities.com,,Salesforce
11169644,Inactive Investor,William Travis,Financial Planning Director;Investment Specialist,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",williamtravis@financialguide.com,,Salesforce
9644082,,kosuke niizuma,,,kosuke.0299@yahoo.com,,List import
9635476,,Pieter Roozenboom,,,pieter.roozenboom@cbreglobalinvestors.com,,List import
10876584,Inactive Investor,Benjamin Ratliff,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,benjamin.ratliff@fidelity.com,,Salesforce
10909654,Inactive Investor,Eric Longstreth,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
9616302,,Erceg Jim,,,james.erceg@harborcapital.com,,List import
9582988,,Nicholas Laverghetta,,,nick.laverghetta@ncmcapitalmgmt.com,,List import
9561847,,Bryan Karsner,,,bryan.karsner@voyafa.com,,List import
9570111,,Brett Fowler,,,brett.fowler@pnc.com,,List import
10872133,Inactive Investor,Thomas Overby,Financial Advisor,Edward Jones Vermillion SD 121 E Cherry St,tom.overby@edwardjones.com,,Salesforce
10887975,Inactive Investor,Amanda Boyer,,LPL Financial LLC Davenport IA 5405 Utica Ridge Rd,amanda.boyer@lpl.com,,Salesforce
11020288,Inactive Investor,Kevin Schwan,,Kovack Securities Inc. Aberdeen SD 401 Vivian St S,,,Salesforce
10978858,Inactive Investor,Sean Papreck,Financial Advisor,"FSR Wealth Management, Ltd.",spapreck@fsrwealth.com,,Salesforce
11086939,Inactive Investor,John Wakefield,,North Capital Private Securities Corporation Menomonee Falls WI W134N8675 Executive Pkwy,,,Salesforce
11121380,Inactive Investor,Brian Chelliah,,J.P. Morgan Securities LLC Louisville KY 2209 Holiday Manor Ctr,brian.n.chelliah@jpmorgan.com,,Salesforce
10870268,Inactive Investor,Isabel Henderson,Member,"Henderson Capital & Wealth Management, LLC",,,Salesforce
215175,,Scott Krusemark,Chief Financial Officer,Concordance Capital Management LLC,skrusemark@concordancecapital.com,1-952-460-3677,Database Upload
11083704,Inactive Investor,Michael Keogh,,Cetera Advisors LLC Fairfield NJ 27 Horseneck Rd,michael.keogh@ceteraadvisors.com,,Salesforce
9640252,,Curt David Nelson,,,dnelson@carlsonfamilyfoundation.org,,List import
10921017,Inactive Investor,Max Garrison,,Cetera Advisor Networks LLC Mount Dora FL 2110 N Donnelly St,,,Salesforce
9621059,,pooppp butttt,,,graysc1@bullardisd.com,,List import
347096,,Paul Mohammadi,Financial Advisor,Tsa Management Inc,pmohammadi@hallidayfinancial.com,516-676-3332,Manual List Upload
10854395,Inactive Investor,Gary Hoefling,,PFS Investments Inc. West Des Moines IA 1000 73rd St,gary.hoefling@primerica.com,,Salesforce
11172510,Inactive Investor,William Howard,Executive Director,Avantia,,,Salesforce
11197490,Inactive Investor,Michael Bergmann,,Key Investment Services LLC Shelton CT 704 Bridgeport Ave,michael.bergmann@key.com,,Salesforce
9593654,,Corey Petros,,,corey.petros@plantemoran.com,,List import
11065469,Inactive Investor,Justin Bischer,,"Hennion & Walsh, Inc.",jbischer@hennionandwalsh.com,,Salesforce
216927,,Kimberly Schneider,,[Unknown],kimberly.schober@gmail.com,,Event
10818053,Inactive Investor,Robert Hanten,Investment Advisor Representative;Portfolio Manager;Vice President,Pilot Capital Management Corp,,,Salesforce
11216887,,Mirek Zak,,,mirek.zak@nb.com,,Other
10797514,Inactive Investor,Eric Gauss,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",gausse@stifel.com,,Salesforce
10824142,Inactive Investor,Lloyd Naes,,Cetera Advisor Networks LLC Saint Louis MO 11600 Manchester Rd,naesl@ceteranetworks.com,,Salesforce
9607603,,Dendy Citro,,,dendycitro@gmail.com,,List import
11183318,Inactive Investor,Scott McLaughlin,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Leesburg VA 5 Wirt St SW",scott.mclaughlin@wfafinet.com,,Salesforce
10811442,Inactive Investor,Lake Boyer,,"Wells Fargo Advisors Financial Network, LLC Marietta GA 123 Church St NE",tripp.boyer@wellsfargoadvisors.com,,Salesforce
9587674,,Elliott Chang,,,echang@pacwest.com,,List import
11000846,Inactive Investor,Sean Kramer,,"Avantax Investment Services, Inc.",,,Salesforce
9642476,,Ted Lanpher,,,ted@pareto.network,,List import
10904833,Inactive Investor,Ryan Wallace,Financial Advisor,Momentum Independent Network Inc. Colleyville TX Private Residence,rwallace@hilltopnetwork.com,,Salesforce
11093306,Inactive Investor,Robert Hilario,,PFS Investments Inc. Fairfield CA 4820 Business Center Dr,robert.hilario@primerica.com,,Salesforce
10850942,Inactive Investor,Kenneth Posco,Manager;Member;Principal,"Investment Management Trust, LLC",,,Salesforce
10913729,Inactive Investor,Antonio Alves,Relationship Manager,Citigroup Global Markets Inc. Bronx NY 1764 Crosby Ave,,,Salesforce
10987505,Inactive Investor,Andrew Wakelam,,PFS Investments Inc. Meridian ID 1404 N Main St,awakelam@primerica.com,,Salesforce
11119937,Inactive Investor,Jerome Madden,Senior Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,jerome.madden@lpl.com,,Salesforce
10752475,Inactive Investor,Jon Drinkwater,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",jon.e.drinkwater@ampf.com,,Salesforce
11145148,Inactive Investor,Fred Kahn,,"IBN Financial Services, Inc. East Syracuse NY 6320 Fly Rd",fkahn@ibrokernet.com,,Salesforce
10757897,Inactive Investor,John White,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Norwell MA 80 Washington St",john.white@rbc.com,,Salesforce
10838793,Inactive Investor,John Lyle,,"MML Investors Services, LLC Mercer Island WA 7853 SE 27th St",jslyle@financialguide.com,,Salesforce
11069255,Inactive Investor,Derrik Simmons,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,derrik.simmons@td.com,,Salesforce
10931477,Inactive Investor,Craig Gougis,,Emerson Equity LLC Irvine CA 9940 Research Dr,cgougis@emersonequity.com,,Salesforce
10645194,,Matthew Elberts,,,melberts@rwbaird.com,,List Import
10905333,Inactive Investor,Adam Vance,Financial Advisor,Edward Jones San Diego CA 3838 Camino Del Rio N,adam.vance@edwardjones.com,,Salesforce
11124069,Inactive Investor,Melissa Dipierro,Senior Retirement Relationship Manager;Vice President,BNY Mellon Securities Corporation Exton PA Private Residence,melissa.dipierro@bnymellon.com,,Salesforce
10993591,Inactive Investor,Andrew Peterson,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
10788320,Inactive Investor,Sean Barker,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",sean.barker@alliancebernstein.com,,Salesforce
11123820,Inactive Investor,Jessica Lee,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,jjlee04@ft.newyorklife.com,,Salesforce
11094477,Inactive Investor,Natasha Sparks,,Thurston Springer Financial Bloomfield Hills MI 39520 Woodward Ave,,,Salesforce
10920329,Inactive Investor,Benny Michalik,,"Allstate Financial Services, LLC Parsippany NJ 342 Parsippany Rd",bennymichalik@allstate.com,,Salesforce
11202239,Inactive Investor,James Mirenda,Wealth Care Advisor,Wealthcare Capital Management LLC East Dorset VT Private Residence,jmirenda@wealthcarecapital.com,,Salesforce
11018180,Inactive Investor,Katie Scott,Investment Associate;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",kscott14@ml.com,,Salesforce
125575,,Molly Reinfried,"Portfolio Manager, Chair, Financial Planning Group",H.m. Payson,mcr@hmpayson.com,207-772-3761,Manual List Upload
10927676,Inactive Investor,Jacob Ball,,J.P. Morgan Securities LLC Bloomfield Hills MI 1116 W Long Lake Rd,jacob.ball@jpmorgan.com,,Salesforce
216289,,Javid Jaraiedi,,[Unknown],javid@jfinancial.org,,Event
10929544,Inactive Investor,James Clifford,Senior Representative,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,james.clifford@primerica.com,,Salesforce
11117700,Inactive Investor,Paul Kinkelaar,Financial Advisor;Managing Director,"Wells Fargo Advisors Financial Network, LLC Rancho Palos Verdes CA 500 Silver Spur",paul.kinkelaar@wellsfargoadvisors.com,,Salesforce
11085761,Inactive Investor,Robert Jaggars,,NYLIFE Securities LLC Moosic PA 50 Glenmaura National Blvd,rdjaggars@ft.newyorklife.com,,Salesforce
10779909,Inactive Investor,Evan Yeaw,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,evan.yeaw@ubs.com,,Salesforce
11222452,,Jeremiah Forrest,,,jeremiah.forrest@empower.com,,List Import
10922314,Inactive Investor,Patrick Schmitz,Chief Operations Officer;Investment Advisor Representative;Managing Partner,"Triton Investments, LLC Minneapolis MN 711 Quincy St NE",p.schmitz@tritoninvestments.net,,Salesforce
10882252,Inactive Investor,Bruce Langer,Chief Executive Officer;Founder;Managing Partner;Partner;Regulatory Contact,"Epiq Partners, LLC",bjl@epiqpartnersllc.com,,Salesforce
11203440,Inactive Investor,Barbara Mahr,Financial Advisor,"BlueStem Wealth Partners, LLC",barbara.mahr@bluestemwealthpartners.com,,Salesforce
10510841,,Rob DeAngelo,,Nasdaq Dorsey Wright,robert.deangelo@nasdaq.com,,List Import
10883364,Inactive Investor,Kimberly Beard,Financial Advisor,Edward Jones Lewisburg WV 288 Foster St,kim.beard@edwardjones.com,,Salesforce
9647762,,John Howle,,,jahowle@outlook.com,,List import
1002096,Inactive Investor,Susan Valcq,CFO,Ottawa Avenue Private Capital,susanv@rdvcorp.com, +1 616 643 4755,
10973174,Inactive Investor,Sasha Kelemen,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,sasha.kelemen@leerink.com,,Salesforce
217303,,Jason Paquette,,[Unknown],jasonwpaquette@gmail.com,,Direct
10806922,Inactive Investor,Michael Marz,,Momentum Independent Network Inc. Dallas TX 5005 Lyndon B Johnson Fwy,michael.marz@momentumin.com,,Salesforce
9598054,,David Safford,,,dssafford@yahoo.com,,List import
11112570,Inactive Investor,Madeleine Bricken,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,madeleine.bricken@ubs.com,,Salesforce
11181304,Inactive Investor,Pamela Sumpter,,LPL Financial LLC Clinton MD 6304 Kirby Rd,pamela.sumpter@lpl.com,,Salesforce
10810983,Inactive Investor,Craig Conner,Financial Advisor,"Ameriprise Financial Services, LLC Greeley CO 1711 61st Ave",craig.conner@ampf.com,,Salesforce
11180813,Inactive Investor,Michael Marino,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",michael.marino@wellsfargoadvisors.com,,Salesforce
10954349,Inactive Investor,Andrew Mussen,,LPL Financial LLC Livonia MI 39209 6 Mile Rd,andrew.mussen@lpl.com,,Salesforce
11187196,Inactive Investor,Carla Perez,,PFS Investments Inc. Lihue HI 4210 Hanahao Pl,carla.perez@primerica.com,,Salesforce
11139392,Inactive Investor,Heather Witten,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",heather_witten@ml.com,,Salesforce
9588592,,Aviram Nahum,,,avin@triple5wealth.com,,List import
10776190,Inactive Investor,Richard Sandulli,,North Capital Private Securities Corporation Hoboken NJ 22 Hudson Pl,,,Salesforce
11030889,Inactive Investor,Toni Sacco,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",toni_sacco@ml.com,,Salesforce
9545154,,Faheem Hoosain,,,faheemkudo@gmail.com,,List import
11211504,Inactive Investor,Neal Patel,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,neal.patel@jpmorgan.com,,Salesforce
10802695,Inactive Investor,Michael Bearducci,Executive Vice President;Principal;Secretary,"Vantage Financial Group, Inc.",mbearucci@vanfin.com,,Salesforce
9585963,,Clavel Eubank,,,ceubank@thecolonygroup.com,,List import
10852347,Inactive Investor,Jacky Tam,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Redwood City CA 390 Bridge Pkwy",jacky.tam@tfaconnect.com,,Salesforce
10811169,Inactive Investor,Dale Dent,,"Ameritas Investment Company, LLC Nazareth PA 16 S Broad St",ddent@ameritas.com,,Salesforce
10615534,,Michael Bozzone,Financial Advisor,,mbozzone@cspgllc.com,,List Import
9603934,,JESSE PERKINS,,,jesse@tinywhoop.com,,List import
10877478,Inactive Investor,Christina Johnson,Member,Private Client Group Asset Management,,,Salesforce
11144639,Inactive Investor,Robert Kaplan,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
10862309,Inactive Investor,Matthew Allgeyer,Financial Advisor;Managing Member,FYRA Capital Management,mallgeyer@fyracapital.com,,Salesforce
10644898,,Lawrence Lawson,,,jlawson@lincolninternational.com,,List Import
11126041,Inactive Investor,Hans Burbano,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",hans.burbano@tiaa.org,,Salesforce
11139962,Inactive Investor,John Space,Financial Advisor,LPL Financial LLC Bernardsville NJ 23 Flintlock Ct,john.space@lpl.com,,Salesforce
11147265,Inactive Investor,Gary McMullin,,"Allstate Financial Services, LLC Jupiter FL 500 University Blvd",garymcmullin@allstate.com,,Salesforce
9542918,,David Havasi,,,daveydo2000@gmail.com,,List import
11202144,Inactive Investor,James Guckert,,Goldman Sachs & Co.,james.guckert@gs.com,,Salesforce
10864803,Inactive Investor,Andrew Clark,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9593362,,Michael Brophy,,,mbrophy@centersquare.com,,List import
9614441,,Hassan rahimzadeh tousi,,,rahimzadehhassan@gmail.com,,List import
348525,,Jon Najarian,Member,"Najarian Family Office, Llc",jon@najarianfamilyoffice.com,312-878-3147,Manual List Upload
10819076,Inactive Investor,Melanie Milam,,"Gateway Wealth Partners, LLC Midland TX 4305 N Garfield St",mmilam@mygfpartner.com,,Salesforce
11099197,Inactive Investor,Janice Gill,Chief Executive Officer;Financial Advisor;Managing Member;Owner,Epic Wealth Management LLC,jgill@epicwm.com,,Salesforce
10760978,Inactive Investor,Paul Brent,Branch Manager;Family Wealth Advisor;Financial Advisor;First Vice President;Senior Vice President - Wealth Management,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,paul.j.brent@morganstanley.com,,Salesforce
11082719,Inactive Investor,Robert Birgen,Partner;Wealth Manager,Merit Financial Advisors Diamond Bar CA 21700 Copley Dr,,,Salesforce
10911732,Inactive Investor,Travis Henderson,Financial Advisor,Hamilton Capital,tsh@hamiltoncapital.com,,Salesforce
9575824,,Daniel Proulx,,"ISC Advisors, Inc.",dproulx@iscgroup.com,,List import
9588849,,John Tynan,,,johntynanis@gmail.com,,List import
10851242,Inactive Investor,Andrew Wacker,Founder;Lead Advisor;Managing Member;Partner,Convergence Advisory Group,andrew@convergenceplan.com,,Salesforce
11145986,Inactive Investor,Zachary Brown,Senior Wealth Strategy Associate,UBS Financial Services Inc. Columbia SC 1320 Main St,zachary.brown@ubs.com,,Salesforce
9565908,,nick oganesoff,,,nick@astro.capital,,List import
190591,,Shamim Kakal,,[Unknown],shamim.kakal@gmail.com,,source
9585118,,Ryan Miracle,,,ryan.miracle@securitiesamerica.com,,List import
10893625,Inactive Investor,Kevin Woodall,Financial Advisor,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,kwoodall@moneyconcepts.com,,Salesforce
10761856,Inactive Investor,Tod Wells,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",tod.wells@wellsfargoadvisors.com,,Salesforce
11031566,Inactive Investor,Erik Johnson,,Cetera Advisor Networks LLC Warwick RI 117 Metro Center Blvd,,,Salesforce
9561995,,Blaine Laverick,,,laverick.blaine@principal.com,,List import
10884299,Inactive Investor,Ryan Townsley,Chief Compliance Officer;Financial Advisor;Founder;Managing Member;Owner,Town Capital Bel Air MD 5 S Hickory Ave,ryan@towncapitalllc.com,,Salesforce
370903,,Timothy Kuhn,,United States,tkuhn179@gmail.com,,Salesforce
11074439,Inactive Investor,Nancy Nelson,Client Service Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,,,Salesforce
10782114,Inactive Investor,Brittany Boals,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,brittany.boals@gs.com,,Salesforce
9625844,,kim taehun,,,kth_7726@naver.com,,List import
11179517,Inactive Investor,Donald Burklo,,"Cambridge Investment Research, Inc. Rockville MD 104 S Washington St",,,Salesforce
11025078,Inactive Investor,Kade Beck,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10796144,Inactive Investor,Kenneth Railey,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,kenneth.railey@ubs.com,,Salesforce
10774695,Inactive Investor,Helen Chambers,Financial Advisor,"Voya Financial Advisors, Inc. Manlius NY 4500 Pewter Ln",helen.chambers@voyafa.com,,Salesforce
10977921,Inactive Investor,Sarah Daly,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
21856,,James Dean,Senior Vice President,"Envestnet Asset Management, Inc.",james.dean@investpmc.com,1-312-827-2800,Database Upload
11084495,Inactive Investor,Terram Cornelius,Wealth Advisor,Thrivent Investment Management Inc. Bakersfield CA 2028 17th St,terry.cornelius@thrivent.com,,Salesforce
9582921,,Clayton Moyer,,,cmoyer@fcacorp.com,,List import
11075780,Inactive Investor,Dale Mingledorff,,Lincoln Investment Lutz FL 16241 N Florida Ave,amingledorff@lincolninvestment.com,,Salesforce
9548581,,Shana Moffatt,,,shana@sonatacap.com,,List import
10832094,Inactive Investor,Alexander Adams,Chief Compliance Officer;Managing Member;Portfolio Manager;President,"Adams Financial Concepts, LLC",mike@adamsfinancialconcepts.com,,Salesforce
10831619,Inactive Investor,Jeffrey Hill,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Liberty MO 700 S State Rte 291",j.ryan.hill@ml.com,,Salesforce
10977492,Inactive Investor,Jonathan Delorenzo,,Vanguard Marketing Corporation,jonathan_delorenzo@vanguard.com,,Salesforce
10960631,Inactive Investor,Howard Kwak,,"Transamerica Financial Advisors, Inc Flushing NY 3907 Prince St",howard.kwak@tfaconnect.com,,Salesforce
10906208,Inactive Investor,Elizabeth Schiavone,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",,,Salesforce
10927391,Inactive Investor,Nicholas Weissfeld,Financial Planner,"Osaic FA, Inc. Knoxville TN 10420 Jackson Oaks Way",nicholas.weissfeld@lfg.com,,Salesforce
10986665,Inactive Investor,Austin Brake,,"Osaic Wealth, Inc. Indianapolis IN 9000 Keystone Xing",,,Salesforce
10803845,Inactive Investor,Larry Tolbert,,"Csenge Advisory Group, LLC Memphis TN 6060 Poplar Ave",larry@csenge.com,,Salesforce
11146159,Inactive Investor,Jonathan Citrin,Managing Director;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",jonathan.citrin@wellsfargoadvisors.com,,Salesforce
9570053,,Deepak Raja,,,draja@broadarchcap.com,,List import
11000755,Inactive Investor,Vitaliy Yakimyuk,,"U.S. Bancorp Investments, Inc. Eagle ID 150 W State St",,,Salesforce
11138121,Inactive Investor,Chikaeme Onyebuchi,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,chikaeme.onyebuchi@fidelity.com,,Salesforce
11220717,,Cindy Kim,,,ckim@paraport.com,,Other
332875,,Jared Cornell,,HighTower Advisors,jared.cornell@hightoweradvisors.com,,
11171400,Inactive Investor,Deborah Barber,Chief Operating Officer;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,dbarber@rockco.com,,Salesforce
228564,, -,,[[Unknown]],sruntulofficial144@gmail.com,,
10875655,Inactive Investor,Thomas Steiner,Financial Advisor,"Ameriprise Financial Services, LLC Camp Hill PA 2919 Market St",thomas.steiner@ampf.com,,Salesforce
11202736,Inactive Investor,David Pollard,Sales Representative,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,david.pollard@primerica.com,,Salesforce
9641907,,Matt Garvin,,,mgarvin@gfaemail.com,,List import
10603832,,Steven Lin,"Chief Executive Officer, Managing Partner, Regulatory Contact","Qsemble Capital Management, LP",slin@qsemble.com,,List Import
10837548,Inactive Investor,Odon Bacque,,"MML Investors Services, LLC Lafayette LA 102 Versailles Blvd",obacque@massmutual.com,,Salesforce
9561601,,Louis Scipione,,,lou@scipionewealth.com,,List import
9638902,,Andrew Tsai,,,at@chalkstreamcapital.com,,List import
10865212,Inactive Investor,Alan Schmidlapp,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,alan.schmidlapp.cn61@statefarm.com,,Salesforce
10775054,Inactive Investor,Christopher Richards,Associate Vice President;Director - Alternative Investments;Financial Advisor,Morgan Stanley Westport CT 500 Post Road E,,,Salesforce
11260285,Inactive Investor,Annie Roy,,PFS Investments Inc. Canyon Country CA 27125 Sierra Hwy,aroy@primerica.com,,Salesforce
9593660,,Piyush Thakkar,,,piyush@qasl.com,,List import
11187494,Inactive Investor,Daniel Ahlrichs,,LPL Financial LLC Bellevue WA 8 Columbia KY,,,Salesforce
11143951,Inactive Investor,Kyle Ricker,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach DE 18949 Coastal Hwy",kyle.r.ricker@ml.com,,Salesforce
9598694,,moneymaking trains,,,moneymakingtrains@gmail.com,,List import
10943212,Inactive Investor,Joshua Wikstrom,Financial Associate,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,josh.wikstrom@thrivent.com,,Salesforce
350257,,David Dorfman,Vice President,"Industrial Opportunity Partners, Llc",ddorfman@iopfund.com,847-556-3460,Manual List Upload
11184210,Inactive Investor,Grant Farley,Senior Financial Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",grant.farley@rbc.com,,Salesforce
10986202,Inactive Investor,Derrick Howell-Mcqueen,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,158wl@primerica.com,,Salesforce
10963133,Inactive Investor,Brittany Maragh,,LPL Financial LLC Atlanta GA 1708 Peachtree St NW,brittany.maragh@lpl.com,,Salesforce
10906663,Inactive Investor,David Harrell,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Manassas VA 9073 Center St",david.harrell@ampf.com,,Salesforce
10911254,Inactive Investor,Heather Gabbara,Private Client Banker,J.P. Morgan Securities LLC San Diego CA 8850 Navajo Rd,heather.hurmiz@jpmorgan.com,,Salesforce
9643342,,Antoine Callet,,,antoine.callet@gmail.com,,List import
11105268,Inactive Investor,Melinda Mccalla-Clarke,,"Allstate Financial Services, LLC Hollywood FL 12116 Miramar Pkwy",melindamccalla-clarke@allstate.com,,Salesforce
11097663,Inactive Investor,Johann Smith,,"Avantax Investment Services, Inc. Iowa City IA 1700 S 1st Ave",johann.smith@myavantax.com,,Salesforce
10910097,Inactive Investor,Wendy Foley,Owner,"Harvest Capital Management, LLC",,,Salesforce
10815873,Inactive Investor,Nicole Lazarek,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",nicole.a.lazarek@ml.com,,Salesforce
10936937,Inactive Investor,Brooke Bontz,Client Associate;Client Service Associate,UBS Financial Services Inc. Fort Collins CO 3711 John F Kennedy Pkwy,brooke.bontz@ubs.com,,Salesforce
9622649,,Doug Clemmerson,,,doug76088@yahoo.com,,List import
11158581,Inactive Investor,Latimer Eddy,Owner,L. B. Eddy Westfield MA 507 Southampton Rd,,,Salesforce
11234342,Inactive Investor,Amy Mottola,Senior Client Service Associate,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,amy.mottola@morganstanley.com,,Salesforce
10856538,Inactive Investor,Jane Snyder,,"Osaic Wealth, Inc. Green Bay WI 2643 Libal St",janesnyder@osaicwealth.com,,Salesforce
9624872,,Juan Pablo De la Mora,,,juanpablodela96@gmail.com,,List import
9629040,,William Oldright,,,williamoldright@gmail.com,,List import
11079938,Inactive Investor,Samuel Braun,,Fidelity Brokerage Services LLC Evanston IL 808 Church St,samuel.braun@fmr.com,,Salesforce
10822919,Inactive Investor,Bryan Carney,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",,,Salesforce
10788449,Inactive Investor,Robert McVicker,Executive Vice President;Manager;Member;Senior Portfolio Manager,"Oak Ridge Investments, LLC",r.mcvicker@oakridgeinvest.com,,Salesforce
10781339,Inactive Investor,Michael Hanley,Financial Advisor,Edward Jones La Place LA 406 Belle Terre Blvd,michael.hanley@edwardjones.com,,Salesforce
10860977,Inactive Investor,Richard Allen,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",richard.allen@equitable.com,,Salesforce
11016129,Inactive Investor,Elizabeth Hall,,J.P. Morgan Securities LLC Sarasota FL 8340 Bee Ridge Rd,elizabeth.hall@jpmorgan.com,,Salesforce
10759053,Inactive Investor,David Novelli,Managing Director;Senior Portfolio Management Director,Morgan Stanley Houston TX 845 Texas St,david.a.novelli@ms.com,,Salesforce
11035963,Inactive Investor,Hugh Corbalis,Paraplanner,"Ameriprise Financial Services, LLC Modesto CA 1301 L St",hugh.s.corbalis@ampf.com,,Salesforce
10930311,Inactive Investor,Aaron Pietila,,"Osaic Wealth, Inc. Williamston MI 610 W Grand River Ave",,,Salesforce
11197261,Inactive Investor,James Boykin,Financial Advisor,"Pruco Securities, LLC. Uniontown OH 1575 Corporate Woods Pkwy",jay.boykin@prudential.com,,Salesforce
10909748,Inactive Investor,Rafika Shibly,Investment Associate;Senior Vice President,Citigroup Global Markets Inc. Seattle WA 601 Union St,,,Salesforce
11115449,Inactive Investor,John Haire,,"Osaic FA, Inc. Albany GA 2547 Lafayette Plaza Dr",john.haire@lfg.com,,Salesforce
10782471,Inactive Investor,Francesca Moore Colver,Private Client Advisor,J.P. Morgan Securities LLC Madison WI 22 E Mifflin St,francesca.a.moorecolver@chase.com,,Salesforce
11164375,Inactive Investor,Steve Kelley,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10619956,,Joseph Quinn,,,jquinn@firstambank.com,,List Import
144848,,Angela Perkins,,BYRD & PERKINS LLC,angel4ugsu@yahoo.com,,
10934888,Inactive Investor,Margaret Piekarski,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11084553,Inactive Investor,Randall Carter,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,randall.carter@morganstanley.com,,Salesforce
224346,,Chris Matturri,CIO/ MBA Student,Georgetown Graduate Student Investment Fund,cm1867@georgetown.edu,,Paid Social
9566725,,Nancy Haigh,,,nancyh@efsadvisors.com,,List import
11125492,Inactive Investor,James Rowan,Financial Advisor,Edward Jones Moncks Corner SC 106 Executive Park Way,jimrowan@edwardjones.com,,Salesforce
11010481,Inactive Investor,Erin Zabel,,State Farm VP Management Corp. Chesapeake VA 801 Volvo Pkwy,,,Salesforce
11133218,Inactive Investor,Mary Cartier,Investment Advisor,"Wells Fargo Clearing Services, LLC Miramar Beach FL 625 Grand Blvd",mary.russo@wellsfargoadvisors.com,,Salesforce
11134913,Inactive Investor,Kevin O'Connor,Senior Resident Director;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",kevin_oconnor@ml.com,,Salesforce
11095661,Inactive Investor,Ryan McDaniel,,Money Concepts Capital Corp,rmcdaniel@moneyconcepts.com,,Salesforce
9553775,,Michael Casey,,,mike.casey@transamerica.com,,List import
10766018,Inactive Investor,Timothy Fraser,Financial Advisor,LPL Financial LLC Woodstock IL 2525 Harding Ln,tim.fraser@lpl.com,,Salesforce
11094870,Inactive Investor,Jason Capps,Financial Advisor,Morgan Stanley Austin TX 301 Congress Ave,jason.capps@morganstanley.com,,Salesforce
11155879,Inactive Investor,Justin Podbielski,Investment Advisor Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11152633,Inactive Investor,Michael Eagen,,"Osaic Wealth, Inc. Saint Louis MO 20 Archbishop May Dr",,,Salesforce
141642,,Emeka Anaekwe,,Midfield Technologies,anaekwecharles@gmail.com,(813) 669-4588,Other
11021538,Inactive Investor,Tonya Guffey,Financial Center Manager,"Fifth Third Securities, Inc. Denver NC 7471 E Cross Dr",tonya.guffey@53.com,,Salesforce
108181,,Stephen Brewer,,"Princep, LLC",sbrewer.princep@gmail.com,13144220002,
10930140,Inactive Investor,Denise Plankenhorn,,LPL Financial LLC Buffalo NY 285 Delaware Ave,denise.plankenhorn@lpl.com,,Salesforce
10862632,Inactive Investor,Julie Blalock,,"Level Four Financial, LLC Salisbury NC Private Residence",jblalock@harborfs.com,,Salesforce
10962433,Inactive Investor,Eric Robarge,,"MML Investors Services, LLC",,,Salesforce
10786060,Inactive Investor,Maura Sayers,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,maura.sayers@fidelity.com,,Salesforce
10859525,Inactive Investor,Daniel Zachary,Financial Advisor,Edward Jones Fremont CA 39500 Stevenson Pl,daniel.zachary@edwardjones.com,,Salesforce
191683,,Ethan Rockmore,,[[Unknown]],16rock@gmail.com,,Initial Salesforce Import
9619743,,Kofi Acheampong,,,koacheampong1@gmail.com,,List import
11022420,Inactive Investor,Brian Endicott,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,brian.endicott@fmr.com,,Salesforce
11110770,Inactive Investor,Jonathan Sanborn,Financial Advisor,"Wells Fargo Clearing Services, LLC Portage MI 7900 Moorsbridge Rd",jon.sanborn@wellsfargoadvisors.com,,Salesforce
10906170,Inactive Investor,Ronald Phillis,Chief Compliance Officer;Managing Partner,"Ivernia Capital, LLC",,,Salesforce
220094,,Vainius Dauderys,,[Unknown],vainiusdauderys@gmail.com,,Direct
240432,,Sheila Davis,,[Unknown],shedavis67@gmail.com,,Direct
10993122,Inactive Investor,Joel Velazquez,,J.P. Morgan Securities LLC Chicago IL 2377 N Lincoln Ave,joel.velazquez@jpmorgan.com,,Salesforce
11046237,Inactive Investor,James Rachlin,Financial Advisor,Janney Montgomery Scott LLC Toms River NJ 780 Rte 37 W,jrachlin@janney.com,,Salesforce
11035934,Inactive Investor,Steve Clark,Financial Advisor,"Ameriprise Financial Services, LLC Dothan AL 1451 W Main St",steve.clark@ampf.com,,Salesforce
11176032,Inactive Investor,Agne Rakauskas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",agne.rakauskas@ml.com,,Salesforce
10940051,Inactive Investor,John Mcgee,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11186634,Inactive Investor,Alberto Benavides Quiro,,J.P. Morgan Securities LLC Yonkers NY 1222 Nepperhan Ave,,,Salesforce
11223122,,Evan McGrath,,,evan.mcgrath@allworthfinancial.com,,List Import
9573389,,Franswil Boyd,,,loyalboyd@gmail.com,,List import
10832799,Inactive Investor,David Maupin,Financial Advisor,Edward Jones Hendersonville NC 1303 5th Ave W,david.maupin@edwardjones.com,,Salesforce
11134835,Inactive Investor,Virginia Tobin,Registered Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",,,Salesforce
10833298,Inactive Investor,Shamveel Pasha,,"Equity Services, Inc. Melville NY 225 Broadhollow Rd",spasha@nationallife.com,,Salesforce
10753923,Inactive Investor,Daniel Wolkerstorfer,Associate Director;Market Administrative Manager;Team Administrator,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,dan.wolkerstorfer@ubs.com,,Salesforce
11086156,Inactive Investor,Jiaming Xing,,Evercore Group L.L.C.,,,Salesforce
10505898,,Robert Wroblewski,Financial Advisor,MOMENTUM INDEPENDENT NETWORK,robert.wroblewski@momentumin.com,561-351-2613,List import
10810216,Inactive Investor,David Jackson,,"Raymond James Financial Services, Inc. Franklin TN 2555 Meridian Blvd",david.jackson@raymondjames.com,,Salesforce
9547678,,Amy King,,,amy.king@rubinbrown.com,,List import
11107148,Inactive Investor,Stacie Wormley,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,stacie_wormley@vanguard.com,,Salesforce
10932674,Inactive Investor,Matthew Wilcox,Investment Advisor Representative,LPL Financial LLC Johnston IA 5335 Merle Hay Rd,matt.wilcox@lpl.com,,Salesforce
11123967,Inactive Investor,Ian Quinn,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,ian.quinn@jpmorgan.com,,Salesforce
10828611,Inactive Investor,Michael Nguyen,Executive Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
9628902,,Emmanuel Perbi -,,,emmanuelperbi06@gmail.com,,List import
9583895,,Steven Shenfeld,,,sshenfeld@midoceanpartners.com,,List import
11122902,Inactive Investor,Joshua Lee,,Jefferies LLC,,,Salesforce
9572010,,Byron Arnold,,,eddiearnold@sagepointadvisor.com,,List import
143258,,Ethan Goff,,"Cwm, Llc",egoff@carsoninstitutional.com,(402) 493-3313,
10840238,Inactive Investor,Jason Abramowitz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 200 Rte 37e",jason.abramowitz@ml.com,,Salesforce
10914772,Inactive Investor,Joseph Sprague,,"Farmers Financial Solutions, LLC San Marcos CA 1001 W San Marcos Blvd",jsprague@farmersagent.com,,Salesforce
10615063,,Michael Guarnaccia,"Financial Advisor, Financial Planning Specialist, Portfolio Manager, Vice President",,michael.guarnaccia@morganstanley.com,,List Import
9623901,,Anthony Ng,,,anthonynky14@gmail.com,,List import
10878866,Inactive Investor,Joanne Sautter,,Key Investment Services LLC Cortland NY 1 N Main St,joanne_sautter@keybank.com,,Salesforce
11120639,Inactive Investor,Charles Newman,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",,,Salesforce
4184736,,Gin Hutch,,,ginabenahutch@gmail.com,,Web Form Fillout
10971296,Inactive Investor,Kimya Mccray,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,kimyanicolemccray@primerica.com,,Salesforce
11144156,Inactive Investor,Kevin Kustelski,Investment Advisor Representative,"MML Investors Services, LLC Spring Branch TX Private Residence",,,Salesforce
11138821,Inactive Investor,Zachary Noble,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",zachary.noble@ml.com,,Salesforce
9614853,,Mikail Adampour,,,mikail@tempogroup.no,,List import
9606888,,Markece Brown,,,damonze24@gmail.com,,List import
11080147,Inactive Investor,Cole Butler,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,cole.butler@fmr.com,,Salesforce
10986042,Inactive Investor,Cory Jantaworn,Financial Planning Consultant,"Raymond James & Associates, Inc.",cory.jantaworn@raymondjames.com,,Salesforce
10879316,Inactive Investor,Maya Tamburrino,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,maya_tamburrino@vanguard.com,,Salesforce
9562451,,Andrei Pleshchanka,,,pland@forklog.com,,List import
10853182,Inactive Investor,Jason Rush,Financial Advisor,"Ameriprise Financial Services, LLC Kokomo IN 217 E Southway Blvd",jason.a.rush@ampf.com,,Salesforce
9638373,,Jeffrey Stearns,,,jeffrey.sterns@lakelandgov.net,,List import
11142872,Inactive Investor,Brandon Ronca,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",brandon.m.ronca@ampf.com,,Salesforce
10778805,Inactive Investor,Linda Reigel,First Vice President;Wealth Advisor,Morgan Stanley Woodland Hills CA 21650 Oxnard St,linda.reigel@morganstanley.com,,Salesforce
11118724,Inactive Investor,Taylor Ridgway,Relationship Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,taylor.ridgway@ubs.com,,Salesforce
11171648,Inactive Investor,Kimberly Harlan,Member;Office Manager;Tax Accountant,"Hoskins Financial, LLC",,,Salesforce
9569541,,Kwangwon Park,,,light12@pukyong.ac.kr,,List import
10860601,Inactive Investor,Andrea McLelland,Premier Banker,"Wells Fargo Clearing Services, LLC Chandler AZ 1100 W Queen Creek Rd",,,Salesforce
11067400,Inactive Investor,Rajeanna Johnson,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
349387,,Jeffrey Cristadoro,,"National Asset Management, Inc.",jcristadoro@nationalsecurities.com,,
10870154,Inactive Investor,David Horine,Regional Director,MWA Financial Services Inc. Goose Creek SC 597 Old Mount Holly Rd,david.m.horine@mwarep.org,,Salesforce
9646938,,Adam Gouveia,,,adam@azafinance.com,,List import
9589122,,Jay Jumper,,,jjumper@pronvest.com,,List import
10760559,Inactive Investor,Marc Penziner,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10912175,Inactive Investor,Ryan Pergola,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
9617582,,Reeve Waud,,,rwaud@waudcapital.com,,List import
9556978,,Max Sternberg,,,foresthilsmax@yahoo.com,,List import
9613891,,Baptiste Moio,,,baptistemoio@hotmail.fr,,List import
10658256,,Robert Hughes,,,robert.hughes@nm.com,,List Import
11178011,Inactive Investor,Robert Priore,Financial Advisor,Edward Jones Cornwall NY 55 Quaker Ave,bob.priore@edwardjones.com,,Salesforce
10835988,Inactive Investor,Brian Kovack,,Kovack Securities Inc.,bkovack@ksifa.com,,Salesforce
9600496,,ADRIANA SILVA,,,adrienotes@gmail.com,,List import
10830115,Inactive Investor,Kerry Cassell,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",kerry.cassell@wellsfargo.com,,Salesforce
9545339,,Amir Perlson,,,aperlson@brotherskeep.co,,List import
373159,,Daniel Moore,,[Unknown],moorejrdaniel3@gmail.com,,source
9584621,,David Rhoades,,,drhoades@aetherip.com,,List import
10846712,Inactive Investor,John Phinney,,"OFG Financial Services, Inc. College Station TX 302 Holleman Dr E",davidphinney@ofgfinancial.com,,Salesforce
351011,,Duncan Reid,Director,Evelyn Partners Asset Management Limited,duncan.reid@ingeniousmedia.co.uk,004-420-71314000,Manual List Upload
10784279,Inactive Investor,Thomas Kimmins,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
348314,,Paul Quinsee,"Director, head Of Global Equities",J.p. Morgan Investment Management Inc.,paul.quinsee@jpmorgan.com,800-343-1113,Manual List Upload
11135968,Inactive Investor,Maura O'Brien,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,maura.obrien@fmr.com,,Salesforce
9551644,,Mxolisi Moto,,,mxomoto@gmail.com,,List import
11029910,Inactive Investor,Radhika Ankem,,NYLIFE Securities LLC Edison NJ 379 Thornall St,rankem@ft.newyorklife.com,,Salesforce
11100877,Inactive Investor,Edward Hanhardt,,Morgan Stanley Chicago IL 10 S Riverside Plz,edward.hanhardt@morganstanley.com,,Salesforce
11026335,Inactive Investor,Mary Jo Collabolletta,Chief Operating Officer;Director - Retirement Plan Services,The David J. Yvars Group Inc. Valhalla NY 400 Columbus Ave,,,Salesforce
10844121,Inactive Investor,John Russell,Chief Compliance Officer;Founder;Managing Principal,Versatile Capital Management L.L.C.,jrussell@versatilecap.com,,Salesforce
11103642,Inactive Investor,Neil Montesano,,LPL Financial LLC Belmar NJ 1955 State Rte 34,neil.montesano@lpl.com,,Salesforce
10645113,,Nicholas Malvin,,,nicholas.malvin@chase.com,,List Import
5168819,,wer sad,,,dotikax596@corylan.com,,Web Form Fillout
10928489,Inactive Investor,Kyle Kephart,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Tualatin OR 18975 SW Martinazzi Ave",,,Salesforce
11002437,Inactive Investor,Susan McQueen,District Leader;Regional Leader,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,susan.mcqueen@primerica.com,,Salesforce
11229462,Inactive Investor,Jon Shuler,,"Steward Partners Investment Solutions, LLC Spartanburg SC 311 E Main St",,,Salesforce
10962561,Inactive Investor,Shalee Sniff,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,shalee.sniff@primerica.com,,Salesforce
9620739,,? ?,,,394715466@qq.com,,List import
10916510,Inactive Investor,Henry Horta,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",henry.horta@nm.com,,Salesforce
10831307,Inactive Investor,Mary Leither,Director,"Leither's Financial Planning, Inc.",,,Salesforce
10898149,Inactive Investor,Ryan Badger,,"Wells Fargo Advisors Financial Network, LLC Peachtree City GA 101 World Dr",ryan.badger@wfafinet.com,,Salesforce
1006011,Inactive Investor,Helen Chen,mr,Malete Lekoloane,maletelekoloane@gmail.com, +27742438782,Manual List Upload
9644233,,michael sellitto,,,michael@royalroadwealth.com,,List import
11003479,Inactive Investor,Linda Aguilar Padilla,,J.P. Morgan Securities LLC San Bernardino CA 315 W Highland Ave,linda.aguilar-padilla@jpmorgan.com,,Salesforce
10855083,Inactive Investor,Bret Tillman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,bret.tillman@fidelity.com,,Salesforce
10773846,Inactive Investor,Paul Ortego,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",paul_ortego@ml.com,,Salesforce
11235737,Inactive Investor,Brendan Stringer,Senior Associate Wealth Advisor,"Beacon Pointe Advisors, LLC Greensboro NC 703 Green Valley Rd",bstringer@beaconpointe.com,,Salesforce
11086352,Inactive Investor,Adriane Krenos,Financial Advisor,Edward Jones Las Vegas NV 8570 Del Webb Blvd,patty.krenos@edwardjones.com,,Salesforce
9556418,,Kurt Schuler,,,schuler@omico.net,,List import
9602179,,David Brewer,,,david@wcminvest.com,,List import
11033019,Inactive Investor,Adam Entin,Premier Banker,"Wells Fargo Clearing Services, LLC Lorton VA 8994 Lorton Station Blvd",,,Salesforce
9577964,,Dylan Hecklau,,,dylanrhecklau@gmail.com,,List import
4842959,,Patrick Hadley,,,phads2013@gmail.com,6028201208,Web form fillout
9648194,,David Coote,,,david.coote@tigernet.co.uk,,List import
11093355,Inactive Investor,Julia Stelloh,Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,jstelloh@rwbaird.com,,Salesforce
10552184,,NAZLI TUNÇER,,,nazlituncer@gmail.com,,Web Form Fillout
10821446,Inactive Investor,James Tate,Senior Financial Advisor,"Stifel Independent Advisors, LLC Venice FL 2351 E Venice Ave",,,Salesforce
11053238,Inactive Investor,Vicky Brand,,"W&S Brokerage Services, Inc. Lima OH 1265 Shawnee Rd",vicky.brand@wslife.com,,Salesforce
10793292,Inactive Investor,Kevin Clouse,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",kevin.clouse@rbc.com,,Salesforce
9574463,,Christopher Hogan,,,christopher.hogan@voya.com,,List import
10765126,Inactive Investor,Daniel Goeman,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Sioux Falls SD 300 Cherapa Pl,daniel.goeman@morganstanley.com,,Salesforce
10957049,Inactive Investor,Han Bao,Financial Advisor,Morgan Stanley New York NY 399 Park Ave,sana.bao@morganstanley.com,,Salesforce
10965609,Inactive Investor,Ryan Tong,,"EBQuant, LLC",,,Salesforce
128059,,Lindsey Toole,,"Cwm, Llc",ltoole@carsoninstitutional.com,,
10947958,Inactive Investor,Connor Davis,Founder;Principal,Lake Highlands Capital Management,,,Salesforce
10867034,Inactive Investor,Michael Spector,Chief Executive Officer;Wealth Advisor,"Adero Partners, LLC Palo Alto CA 306 Cambridge Ave",michael@aderopartners.com,,Salesforce
9592779,,Felicia Lazor,,,flazor@bfsinvest.com,,List import
10953221,Inactive Investor,Nicholas Filano,Financial Advisor,McAdam LLC,nick.filano@mcadamfa.com,,Salesforce
11021738,Inactive Investor,Shihhsiang Cheng,,State Farm VP Management Corp. Montebello CA 2611 W Beverly Blvd,,,Salesforce
11126918,Inactive Investor,Hui-Hsuan Lin,,"Allstate Financial Services, LLC Austin TX 8516 Anderson Mill Rd",staceylin@allstate.com,,Salesforce
9563142,,Stephen Mathias,,,smathias@royalaa.com,,List import
10953668,Inactive Investor,Tyrone Powell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10972472,Inactive Investor,Anthony Davis,Director;Wealth Advisor,"MAI Capital Management, LLC Reston VA 11710 Plaza America Dr",tony.davis@mai.capital,,Salesforce
11260983,Inactive Investor,Leslie Modica,Associate Financial Advisor,Saltbox Financial LLC Newmarket NH Private Residence,,,Salesforce
9645464,,zaynul hudi,,,zaynul@gmail.com,,List import
10779993,Inactive Investor,Regina Bernarduci,,LPL Financial LLC Boston MA 31 Milk St,gina.bolvin@lpl.com,,Salesforce
10872479,Inactive Investor,Andrew Smigelski,Investment Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11254265,Inactive Investor,Sarah Liston,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",sarah.liston@ml.com,,Salesforce
11183408,Inactive Investor,Matthew Woolley,Senior Vice President,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,mwoolley@rwbaird.com,,Salesforce
10657329,,Miranda Vowell,,,miranda.vowell@jpmorgan.com,,List Import
9611756,,Matthew Adams,,,coyotehunter80@hotmail.com,,List import
11217458,,Todd Haschker,,,thaschker@rwbaird.com,,Other
9596079,,Bob Bond,,,bob.bond@plantemoran.com,,List import
11016029,Inactive Investor,Tanna Baldridge,,"Osaic Wealth, Inc. Austin TX 611 S Congress Ave",,,Salesforce
10993634,Inactive Investor,William Chappell,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",spencer.chappell@raymondjames.com,,Salesforce
11071311,Inactive Investor,Margaret Koetzner,Supervisory Officer,"Citizens Securities, Inc. Woburn MA 6 Russell St",margaret.m.koetzner@citizenssecurities.com,,Salesforce
11205357,Inactive Investor,Jeanne Glorioso,,"Frost Brokerage Services, Inc. Austin TX 401 Congress Ave",jglorioso@frostbank.com,,Salesforce
10972885,Inactive Investor,Neha Saini,,Santander Securities LLC Staten Island NY 1320 Hylan Blvd,neha.saini@santander.us,,Salesforce
69517,,David Vogel,"Manager, Chief Executive Officer, And Chief Scientist",Voloridge,dvogel@voloridge.com,561-231-5770,Manual List Upload
9602308,,Lucas Wapinsky,,,lucas.wapinsky@clsinvest.com,,List import
10924041,Inactive Investor,John Nesbit,,"Osaic Wealth, Inc. West Des Moines IA 3737 Woodland Ave",,,Salesforce
10756841,Inactive Investor,Rodrigo Schadeck,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,rodrigo.schadeck@morganstanley.com,,Salesforce
9604158,,JOHN GARVEY,,,john.garvey@pwc.com,,List import
9592866,,Josh Mancia,,,gambit2ace@gmail.com,,List import
11178682,Inactive Investor,Misty Overton,,"Woodmen Financial Services, Inc.",moverton@woodmen.org,,Salesforce
11128316,Inactive Investor,Eileen Voigt,Financial Advisor,Thrivent Investment Management Inc. West Bend WI 411 N River Rd,eileen.voigt@thrivent.com,,Salesforce
11212305,Inactive Investor,Andres Sol,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10768052,Inactive Investor,James Reinhart,,Cetera Financial Specialists LLC Shelby Township MI Private Residence,,,Salesforce
238206,,cplsands@gmail.com Sands,,[Unknown],cplsands@gmail.com,,News & Research
10616540,,Marybeth Moran,,,marybeth.moran@lpl.com,,List Import
10931043,Inactive Investor,Gale Brodie,,"Vanderbilt Securities, LLC Elk Grove CA Private Residence",,,Salesforce
10820946,Inactive Investor,Paul Ingrassia,,Citigroup Global Markets Inc.,paul.j.ingrassia@citi.com,,Salesforce
11188049,Inactive Investor,Michael Saracino,,The O.N. Equity Sales Company Lemoyne PA 76 Greenwood Cir,michael_saracino@ohionational.com,,Salesforce
10656193,,Kaitlin Ochab,,,kaitlin.ochab@53.com,,List import
10868201,Inactive Investor,Mary Gries,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",maryann.gries@nm.com,,Salesforce
10939850,Inactive Investor,Hansen Seitz,Financial Advisor,"MML Investors Services, LLC Cheyenne WY 221 E 21st St",hseitz@financialguide.com,,Salesforce
10906956,Inactive Investor,Katherine Young,Chief Compliance Officer;Founder,Yearwood Young Advisors,kate@yy-advisors.com,,Salesforce
10934106,Inactive Investor,Joshua Mell,Financial Advisor Trainee,"Stifel, Nicolaus & Company, Incorporated Omaha NE 1125 S 103rd St",mellj@stifel.com,,Salesforce
192405,,Daniel Ryan,"Chief Compliance Officer, Co-Founder","Alikos Wealth Management, LLC",dryan@alikoswm.com,240-880-1938,
10486750,,Sabrina Fox,Senior Client Associate,"Raymond James & Associates, Inc.",sabrina.fox@raymondjames.com,,List Import
10762154,Inactive Investor,Andrew Galewski,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,andrew.galewski@ubs.com,,Salesforce
10939281,Inactive Investor,Jonathan Nicolas,,"Signature Estate Securities, Inc.",,,Salesforce
11034660,Inactive Investor,Sean Murphy,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",,,Salesforce
11149794,Inactive Investor,Lauren Chang,,Citigroup Global Markets Inc.,lauren.chang@citigroup.com,,Salesforce
9635104,,Brooke Mangan,,,bmangan@yorkbridgewealth.com,,List import
11024762,Inactive Investor,Scott Oldham,,"Farmers Financial Solutions, LLC Englewood CO 88 Inverness Cir E",soldham1@farmersagent.com,,Salesforce
11139565,Inactive Investor,Louise Gilbert,,Fidelity Brokerage Services LLC,louise.gilbert@fmr.com,,Salesforce
11162993,Inactive Investor,Alberto Gonzalezsaintgeours,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",alberto.gonzalezsaintgeours@wellsfargoadvisors.com,,Salesforce
11075381,Inactive Investor,Lindsey Prokay,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lindsey.prokay@tiaa.org,,Salesforce
10868216,Inactive Investor,Ryan Barrett,,"Raymond James Financial Services, Inc. Rochester MI 2526 S Rochester Rd",ryan.barrett@raymondjames.com,,Salesforce
11043241,Inactive Investor,Craig Andres,Financial Advisor,LPL Financial LLC Ocean City NJ Private Residence,craig.andres@lpl.com,,Salesforce
10836174,Inactive Investor,Philip Wunderlich,Chief Compliance Officer;Managing Member,Wunderlich Capital Management Memphis TN 6000 Poplar Ave,pwunderlich@wundernet.com,,Salesforce
10917441,Inactive Investor,Thomas Lord,,Cetera Advisors LLC Eatontown NJ 99 Corbett Way,,,Salesforce
11027580,Inactive Investor,Jason Lira,,LPL Financial LLC Canton MI 6900 N Haggerty Rd,jason.lira@lpl.com,,Salesforce
9558113,,hhl hhl,,,q362598084@gmail.com,,List import
10979042,Inactive Investor,Harold Murdock,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,harold.murdock@primerica.com,,Salesforce
9633453,,kaixuan zhao,,,610137169@qq.com,,List import
9606442,,Ruth Freeman,,,beautifuldreamsalways@gmail.com,,List import
10984652,Inactive Investor,Clayton Koerner,,J.P. Morgan Securities LLC Mesa AZ 1761 W Baseline Rd,,,Salesforce
10966026,Inactive Investor,Wesley Hunter,Managing Director;Private Wealth Advisor,"Bison Wealth, LLC Lake Mary FL 605 Crescent Executive Ct",weshunter@bisonwealthllc.com,,Salesforce
10974017,Inactive Investor,Joseph Demaio,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 100 N 18th St",joseph.j.demaio@nm.com,,Salesforce
10924817,Inactive Investor,Fred Horrocks,,"International Assets Advisory, LLC Collegeville PA 18 Longacre Dr",fhorrocks@iaac.com,,Salesforce
11037337,Inactive Investor,Nikki Wang,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",nikki.wang@ml.com,,Salesforce
10860246,Inactive Investor,Gregory Gregory,,"Avantax Investment Services, Inc. Sugar Land TX 402 Brooks St",,,Salesforce
10772686,Inactive Investor,Steven Norman,Financial Advisor,Edward Jones Stillwater OK 424 S Lewis St,steven.norman@edwardjones.com,,Salesforce
10844650,Inactive Investor,Tiffany Violante,,"Raymond James Financial Services, Inc. Rockville MD 11 N Washington St",tiffany.violante@raymondjames.com,,Salesforce
10987749,Inactive Investor,Christopher Griminger,,"First Command Brokerage Services, Inc. Colonial Heights VA 320B Charles H Dimmock Pkwy",cdgriminger@firstcommand.com,,Salesforce
10983840,Inactive Investor,Daniel Ledger,,Edward Jones Farmville VA 306A E 3rd St,,,Salesforce
10801338,Inactive Investor,Matthew Damiano,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",matthew.w.damiano@ml.com,,Salesforce
9600202,,Blair Quinn,,,blair.quinn@alpinewealthadvisors.com,,List import
11061060,Inactive Investor,Grant Mitchelmore,Financial Advisor,LPL Financial LLC Denver CO 12265 W Bayaud Ave,grant.mitchelmore@lpl.com,,Salesforce
10990365,Inactive Investor,Ian Franks,,J.P. Morgan Securities LLC Manchester NH 786 Elm St,,,Salesforce
10777485,Inactive Investor,Hayden Moolchan,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",hayden.moolchan@schwab.com,,Salesforce
11021434,Inactive Investor,James Mccabe,,"Cadaret, Grant & Co., Inc. Glastonbury CT 2234 Main St",,,Salesforce
9555477,,David Thomas,,,dthomas@epgadv.com,,
10991320,Inactive Investor,Gardel Espinal,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",gardel.espinal@nm.com,,Salesforce
11235486,Inactive Investor,Aleksandar Kelly,Investment Advisor;Vice President - Client Relations,Life Unlocked Partners LLC,,,Salesforce
11079908,Inactive Investor,Xiaoxi Tan,,J.P. Morgan Securities LLC Santa Clara CA 2200 El Camino Real,xiaoxi.tan@jpmorgan.com,,Salesforce
11095650,Inactive Investor,Zackary Skoglie,,Country Capital Management Company Medford OR 3531 E Barnett Rd,zack.skoglie@countryfinancial.com,,Salesforce
10860697,Inactive Investor,Johnathan Alkire,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,johnathan.alkire@fidelity.com,,Salesforce
10797098,Inactive Investor,Tambi James,,"Wells Fargo Clearing Services, LLC Lynchburg VA 101 Paulette Cir",tambi.james@wellsfargoadvisors.com,,Salesforce
10659663,,David Bailey,,,david.baileyii@fmr.com,,List Import
11189434,Inactive Investor,Raymond Empkey,,LPL Financial LLC Hurst TX 860 Airport Fwy,ray.empkey@lpl.com,,Salesforce
10804377,Inactive Investor,Shawna Price,Private Client Investment Associate,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,shawna.m.price@jpmorgan.com,,Salesforce
10886565,Inactive Investor,Hamza Salau,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10866217,Inactive Investor,James Ryan,,"Prospera Financial Services, Inc. Overland Park KS 6240 W 135th St",pat.ryan@prosperafinancial.com,,Salesforce
11197834,Inactive Investor,William Koriath,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
229228,, -,,[[Unknown]],cuisty127@gmail.com,,Paid Social
10924094,Inactive Investor,Neelu Rustogi,,Goldman Sachs & Co.,,,Salesforce
11211800,Inactive Investor,James Reese,Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",james.c.reese@ampf.com,,Salesforce
11127176,Inactive Investor,Jennifer Davidson,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Gardner MA 41 Lennon St",jennifer.m.davidson@nm.com,,Salesforce
9615561,,Kitti Tankitibutr,,,kitti.t@tcp.co.th,,List import
10888202,Inactive Investor,Dennis Cohan,Financial Advisor;Financial Professional,"MML Investors Services, LLC Houston TX 3900 Essex Ln",dcohan@financialguide.com,,Salesforce
11086660,Inactive Investor,Katie Schwartz,Financial Advisor,Edward Jones Amarillo TX 7200 SW 45th Ave,katie.a.schwartz@edwardjones.com,,Salesforce
352545,,Jeff Neville,"Investment Committee Member, Portfolio Manager",Zwj Investment Counsel Inc,jeff.neville@zwjic.com,404-873-2211,Manual List Upload
10935268,Inactive Investor,James Powers,,TrustFirst,james@trustfirst.com,,Salesforce
346467,,Zev Abraham,"Director, Research",Cwa Asset Management Group,zev@cwafgi.com,239-434-7434,Manual List Upload
10998775,Inactive Investor,William Carlson,,"Wells Fargo Clearing Services, LLC Hercules CA 1572 Sycamore Ave",william.a.carlson@wellsfargo.com,,Salesforce
10940503,Inactive Investor,Frederic Klostermyer,,Citigroup Global Markets Inc.,,,Salesforce
337095,,Herbert Kolben,"Director, Sr. Vice President","Ullico Investment Advisors, Inc.",hkolben@ullico.com,202-962-8951,Manual List Upload
10797805,Inactive Investor,Richard Flowers,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",rick.flowers@nm.com,,Salesforce
9550647,,Timothy Kuzma,,,tkuzma@polishfalcons.org,,List import
11035781,Inactive Investor,Christopher Parnell,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",chris.s.parnell@ml.com,,Salesforce
43026,,Lisa Woods,Investment Consultant,Fidelity Personal and Workplace Advisors,lisa.woods@fmr.com,,
338324,,Gregory Sigmund,"Chief Operating Officer, Director (board Member)","Wells Fargo Investment Institute, Inc.",gsigmund@wellsfargo.com,704-715-1214,Manual List Upload
10756645,Inactive Investor,Quinn Mccloskey,Client Service Associate;Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,quinn.mccloskey@morganstanley.com,,Salesforce
348728,,Brian Perott,"Director, Senior Vice President, Managing Director, Assistant Secretary",Fci Advisors,brian.perott@fciadvisors.com,913-663-0611,Manual List Upload
10882434,Inactive Investor,Heather O'Neill,Managing Director;Partner,"Beacon Pointe Advisors, LLC Skokie IL 5250 Old Orchard Rd",,,Salesforce
10919229,Inactive Investor,Henri Castro,Financial Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",henri.castro@raymondjames.com,,Salesforce
9629913,,Deekshith Vanamala,,,deeks.nandu@gmail.com,,List import
11134843,Inactive Investor,Dean Lammert,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",dean.lammert@bofa.com,,Salesforce
9561644,,Polina Sergeeva,,,sergeeva.web@gmail.com,,List import
11151287,Inactive Investor,Seth Pals,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",seth.pals@nm.com,,Salesforce
11183759,Inactive Investor,Paul Hakel,,"NewEdge Securities, Inc. Erie PA 1001 State St",,,Salesforce
10715794,,Hannah Baker,,,hannahbaker.outreach@gmail.com,,Web Form Fillout
11090109,Inactive Investor,Andrew Laing,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",andrew.laing@empower.com,,Salesforce
186918,,Hanel Topada,,[Unknown],hanel.topada@gmail.com,,Content
10616267,,Steven Herrmann,,,steven.herrmann@lpl.com,,List Import
10831385,Inactive Investor,John Stitt,,"World Equity Group, Inc.",jstitt@weg1.com,,Salesforce
10975472,Inactive Investor,Jason Doucet,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,jasondoucet@statefarm.com,,Salesforce
11210381,Inactive Investor,Daniel Roberts,Financial Advisor,Edward Jones Hastings MN 919 Vermillion St,,,Salesforce
58913,,Stephanie Hawkins,"Regional Director, Senior Financial Advisor, Vice President","First Horizon Advisors, Inc.",syburleson@ftbadvisors.com,865-971-2772,
11112286,Inactive Investor,William Abbott,,"Sanctuary Securities, Inc. Raleigh NC 2710 Wycliff Rd",wabbott@sanctuarywealth.com,,Salesforce
10762000,Inactive Investor,Noreen McLeary,,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",noreen.mcleary@raymondjames.com,,Salesforce
9560639,,Donald Hughes,,,dhughes@massmutual.com,,List import
10967790,Inactive Investor,Andrew Schultz,Financial Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,andrew.schultz@pnc.com,,Salesforce
10853451,Inactive Investor,Boyd Blair,Financial Planner;Senior Partner,LPL Financial LLC Hendersonville TN 132 Maple Row Blvd,clay.blair@lpl.com,,Salesforce
10644987,,Debbie Weiner,,,debbie.l.weiner@jpmorgan.com,,List Import
10893943,Inactive Investor,John Nabergall,,"Osaic Wealth, Inc. Sugar Land TX Private Residence",,,Salesforce
23353,, -,,[[Unknown]],externaljames@gmail.com,,Initial Salesforce Import
10806110,Inactive Investor,Robert Hensel,Owner,Hensel Capital Management,,,Salesforce
11107988,Inactive Investor,Michael Sweeney,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",michael.j.sweeney@ml.com,,Salesforce
11078796,Inactive Investor,Alan Vaughan,,"Benjamin Securities, Inc.",avaughan@benjaminsecurities.com,,Salesforce
9622276,,warren gallagher,,,emailwarren123@gmail.com,,List import
9568738,,Caroline Bell,,,carolinebell3@aol.com,,List import
9604742,,Ricardo Horta,,,rhorta78@yahoo.com,,List import
10916198,Inactive Investor,Chad Roller,Financial Advisor,"Independent Advisor Alliance, LLC Conway AR 700 Front St",,,Salesforce
11232904,Inactive Investor,Dustin Olson,,"Wells Fargo Clearing Services, LLC Minneapolis MN 4959 Excelsior Blvd",,,Salesforce
9605316,,Brian Sutton -,,,brian_sutton@bellsouth.net,,List import
11035884,Inactive Investor,John Riter,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY 21 Masse Pl",,,Salesforce
10812194,Inactive Investor,Alice Miller,,"Allstate Financial Services, LLC Centreville VA 13890 Braddock Rd",alice.miller@allstate.com,,Salesforce
10980959,Inactive Investor,Diego Olea,,Boreal Capital Securities LLC,,,Salesforce
11235828,Inactive Investor,Stephen Carvelli,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Shareholder,"Meranti Capital Partners, Inc.",,,Salesforce
10391917,,Joe Wiz,,,wiz504@aol.com,,Web Form Fillout
10870545,Inactive Investor,Krisi Dimo,Client Specialist,Robert W. Baird & Co. Incorporated,kdimo@rwbaird.com,,Salesforce
9572133,,Nelson Pinheiro,,,nelson.pinheiro@gmail.com,,List import
11024498,Inactive Investor,William Carr,Founding Partner,"Apollon Wealth Management, LLC Rockland ME 91 Camden St",torey.carr@apollonwealth.com,,Salesforce
11106883,Inactive Investor,Jeffrey Stephens,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,jeffrey.stephens@fidelity.com,,Salesforce
10778778,Inactive Investor,Brian Marshall,Financial Advisor;Partner,William Blair,bmarshall@williamblair.com,,Salesforce
10771723,Inactive Investor,Jason Perlman,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jason.a.perlman@jpmorgan.com,,Salesforce
9581650,,Frank Nies,Vice President,Fisher Investments,f.nies@fi.com,,List import
11039484,Inactive Investor,James Hendon,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,jhendon@rwbaird.com,,Salesforce
68171,,Anthony Lynch,Principal,Mullaney Keating & Wright Inc,tlynch@mkwinc.com,860-521-9900,Manual List Upload
11106045,Inactive Investor,Bryan Rich,Financial Advisor,Brookstone Capital Management LLC Roanoke VA 2302 Colonial Ave SW,brich@brookstoneadvisor.com,,Salesforce
10803105,Inactive Investor,Robert Jerger,Financial Representative,LPL Financial LLC West Chester OH 8875 Cincinnati Dayton Rd,robert.jerger@lpl.com,,Salesforce
10995050,Inactive Investor,Matthew Lake,,"GLP Investment Services, LLC Grand Rapids MI 3258 Clear Vista Ct NE",mlake@glpwins.com,,Salesforce
10820331,Inactive Investor,Vonda Grant,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Wyandotte MI 3003 Biddle Ave",vonda.grant@raymondjames.com,,Salesforce
11036520,Inactive Investor,George Brown,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,,,Salesforce
9627260,,Vk K,,,kapadiavinod@yahoo.com,,List import
10831536,Inactive Investor,Robert Mewshaw,Chief Compliance Officer;President,"VSM Wealth Advisory, LLC",,,Salesforce
11014551,Inactive Investor,Eric Mills,,PFS Investments Inc. West Chester OH 9078 Union Centre Blvd,ericmills@primerica.com,,Salesforce
11187667,Inactive Investor,Jay Fine,Financial Advisor,Edward Jones Helotes TX 14893 Bandera Rd,jay.fine@edwardjones.com,,Salesforce
339304,,Brent Sikes,"Managing Member, Principal Partner, Regulatory Contact",FullCircle Wealth LLC,brent@fullcircle-wealth.com,972-480-6200,Manual List Upload
11018297,Inactive Investor,Steve Marciniak,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Center Valley PA 3477 Corporate Pkwy",steve.marciniak@ampf.com,,Salesforce
10807559,Inactive Investor,Dywane Hall,Registered Principal,LPL Financial LLC Alexandria VA 5568 General Washington Dr,dywane.hall@lpl.com,,Salesforce
11012129,Inactive Investor,Derek Loveland,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,dkloveland@ft.newyorklife.com,,Salesforce
10918570,Inactive Investor,Aimee Matthews,Associate Financial Advisor;Marketing Manager,"Ameriprise Financial Services, LLC Sonoma CA 283 2nd St E",aimee.matthews@ampf.com,,Salesforce
10803160,Inactive Investor,Chris Baker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encinitas CA 1340 Encinitas Blvd",kit.baker@ml.com,,Salesforce
10815363,Inactive Investor,Stephen Gitter,Financial Advisor,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",stephen.gitter@alexbrown.com,,Salesforce
10771634,Inactive Investor,Brandi Eager,Senior Investment Associate,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",brandi.eager@rbc.com,,Salesforce
11047411,Inactive Investor,Alan Palazzo,Financial Advisor,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",alan.palazzo@ampf.com,,Salesforce
10924682,Inactive Investor,Alan Tennant,Financial Advisor,Edward Jones Clark NJ 62 Washington St,alan.tennant@edwardjones.com,,Salesforce
10786825,Inactive Investor,Thurman Chestnutt,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9621441,,? ?,,,191600817@qq.com,,List import
10968070,Inactive Investor,Joshua Porter,,PFS Investments Inc. Aurora CO 6105 S Main St,joshua.porter@primerica.com,,Salesforce
10989445,Inactive Investor,Eric Giosa,Financial Advisor;Investment Advisor Representative,Lincoln Investment Farmington MI 29905 Middlebelt Rd,egiosa@lincolninvestment.com,,Salesforce
11015218,Inactive Investor,Benjamin Vogt,,LPL Financial LLC Winter Park FL 1031 W Morse Blvd,benjamin.vogt@lpl.com,,Salesforce
5987988,,Isaac Appiah,,,ikayike70@gmail.com,,Web Form Fillout
11143865,Inactive Investor,Scott Tovissi,,"Osaic FA, Inc. Pittsburgh PA 1813 N Franklin St",scott.tovissi@lfg.com,,Salesforce
11180946,Inactive Investor,Anna Steblina,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Kalispell MT 1830 3rd Ave E",steblinaa@stifel.com,,Salesforce
10802151,Inactive Investor,Jimmy Day,,"Prospera Financial Services, Inc. Weatherford TX 925 Santa Fe Dr",,,Salesforce
10889611,Inactive Investor,Alec Hardy,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",,,Salesforce
10975313,Inactive Investor,Bo Wang,,Key Investment Services LLC Syracuse NY 3550 Brewerton Rd,bo_wang@keybank.com,,Salesforce
10904161,Inactive Investor,Stuart Cutler,,"Cambridge Investment Research, Inc. Winnetka IL 888 Mount Pleasant St",,,Salesforce
11013930,Inactive Investor,Anastasiia Klein,,J.P. Morgan Securities LLC Plano TX 206 W FM 544,anastasiia.klein@jpmorgan.com,,Salesforce
10804226,Inactive Investor,Robert Somma,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Southport CT 2425 Post Rd",robert.v.somma@ampf.com,,Salesforce
10873776,Inactive Investor,Justin Tabit,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",justin.tabit@ml.com,,Salesforce
10978591,Inactive Investor,Palmer Fargnoli,,"Fenimore Securities, Inc.",,,Salesforce
10834610,Inactive Investor,William Parker,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",wmark.parker@raymondjames.com,,Salesforce
11221435,,Matthew Fine,,,mfine@thirdave.com,,List Import
9589712,,Frank Morgan,,,frank.morgan@collercapital.com,,List import
11085224,Inactive Investor,Daniel McCormick,Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,daniel.mccormick@morganstanley.com,,Salesforce
11197759,Inactive Investor,Paul Touchstone,Managing Member;Managing Partner,Fort Point Capital Partners LLC,pt@fortpointcap.com,,Salesforce
11151240,Inactive Investor,Victor Palafox,International Client Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,victor.palafox@morganstanley.com,,Salesforce
11014270,Inactive Investor,Matthew Morrill,,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",matthew.morrill@prudential.com,,Salesforce
10887249,Inactive Investor,Stephen Smalenberger,Chief Financial Officer,"Financial Design Studio, Inc.",,,Salesforce
10832192,Inactive Investor,Eric Stark,,"Black Oak Securities, Inc.",eric.r.stark@blackoaksecurities.com,,Salesforce
11127185,Inactive Investor,Phyllis Raye Zanoria,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11002813,Inactive Investor,Po Teng,,J.P. Morgan Securities LLC San Mateo CA 925 E Hillsdale Blvd,po.teng@jpmorgan.com,,Salesforce
11124531,Inactive Investor,Bret Wims,Financial Consultant,Thrivent Investment Management Inc. Canyon Country CA 26639 Valley Center Dr,bret.wims@thrivent.com,,Salesforce
10971014,Inactive Investor,Rita Alcaraz,,"Fifth Third Securities, Inc. Elmhurst IL 990 N York St",rita.alcaraz@53.com,,Salesforce
11091595,Inactive Investor,Justin Alonzo,,State Farm VP Management Corp. Deming NM 401 S Gold Ave,,,Salesforce
11134547,Inactive Investor,Samuel Long,,"Fifth Third Securities, Inc. Niles IL 7100 W Oakton St",samuel.long@53.com,,Salesforce
10963483,Inactive Investor,Drew Williams,,"Wells Fargo Clearing Services, LLC Visalia CA 3707 S Mooney Blvd",,,Salesforce
10650767,,ALI ROSTAM- ABADI,,,ali.rostami.id2@gmail.com,,Web form fillout
10885115,Inactive Investor,Gregory Hudson,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",ghudson@truist.com,,Salesforce
9573900,,Brandon Jernigan,,,bjernigan616@gmail.com,,List import
10968421,Inactive Investor,Jeffrey Davis,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,jeffreydavis@statefarm.com,,Salesforce
11093981,Inactive Investor,William Whatley,,NYLIFE Securities LLC Monroe LA 2201 Forsythe Ave,wwhatley@ft.newyorklife.com,,Salesforce
11106925,Inactive Investor,Ryan Kurtz,Wealth Advisor,Bare Wealth Advisors,ryan@barewealthadvisors.com,,Salesforce
11146701,Inactive Investor,William Galloway,,Morgan Stanley Alpharetta GA 3 Edison Dr,william.galloway@morganstanley.com,,Salesforce
11188189,Inactive Investor,Todd Capdeville,,"Farmers Financial Solutions, LLC Reno NV 9475 Double R Blvd",jcapdeville1@farmersagent.com,,Salesforce
10948327,Inactive Investor,Garek Parry,,"First Citizens Investor Services, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",garek.parry@firstcitizens.com,,Salesforce
11098060,Inactive Investor,Jeffrey Lucado,Director - Research;Portfolio Manager,Terry McDaniel & Company,,,Salesforce
10907407,Inactive Investor,Mia McFadden,Vice President,"Bill Few Associates, Inc. Pittsburgh PA 740 Washington Rd",mmcfadden@billfew.com,,Salesforce
11086510,Inactive Investor,Mary Rapert,Financial Advisor,Edward Jones Pocahontas AR 102 N Bettis St,mary.rapert@edwardjones.com,,Salesforce
11071076,Inactive Investor,George Vlahopoulos,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,george.vlahopoulos@gs.com,,Salesforce
9580724,,Andrew Carney,,,acarney@walleyetrading.com,,List import
11108382,Inactive Investor,Christian Wilson,Private Client Specialist,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,christian.wilson@td.com,,Salesforce
9579019,,Huy Nguyen,,,ngochuy@gmail.com,,List import
10962200,Inactive Investor,Edward Cugno,,LPL Financial LLC Cedar Knolls NJ 235 Ridgedale Ave,edward.cugno@lpl.com,,Salesforce
10834130,Inactive Investor,Debra Barnes,Associate;Associate Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",debra.barnes@rbc.com,,Salesforce
6457787,,dyh rsdg,,,domox34496@fsouda.com,,Web Form Fillout
9554836,,Robert Kaplan,,,robert@upromiseinvestments.com,,List import
11086896,Inactive Investor,Jun Ishida,,Morgan Stanley,,,Salesforce
10834936,Inactive Investor,Derek Pilecki,Chief Investment Officer;Managing Member;Portfolio Manager,"Gator Capital Management, LLC Tampa FL 100 S Ashley Dr",derek.pilecki@gatorcapital.com,,Salesforce
10903375,Inactive Investor,Matt Gordon,Chief Technology Officer;Executive Vice President,Clark Capital Management Group Inc,mgordon@ccmg.com,,Salesforce
10526916,,Joseph Pila,,,orlandparkp2@aol.com,,Web Form Fillout
10963549,Inactive Investor,Haley Drake,,"Principal Securities, Inc. Buffalo WY Private Residence",,,Salesforce
11097427,Inactive Investor,Charles Stennett,Financial Advisor,"Saltmarsh Financial Advisors, L.L.C. Tampa FL 201 N Franklin St",chris.stennett@saltmarshfa.com,,Salesforce
66111,,Bryan Jansen,Financial Consultant,Thrivent Investment Management Inc.,bryan.jansen@thrivent.com,262-293-9912,
9625118,,james hubert,,,knot1948@gmail.com,,List import
11071075,Inactive Investor,Nora Cruz,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,nora.jabbour@gs.com,,Salesforce
10822900,Inactive Investor,John Coleman,Senior Investment Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Burlingame CA 216 Lorton Ave,john.coleman@morganstanley.com,,Salesforce
9618237,,Lyman Heidtke,,,buzz@msifund.com,,List import
10868979,Inactive Investor,Ryan Savage,,"USI Securities, Inc.",ryan.savage@usi.com,,Salesforce
10860484,Inactive Investor,Darcy Yocum,,"Ameritas Investment Company, LLC Lincoln NE 6355 S 56th St",dyocum@ameritas.com,,Salesforce
10785496,Inactive Investor,Jeffery Lillie,,"CFD Investments, Inc. Rockford IL 6653 Weaver Rd",jeffery.lillie@cfdinvestments.com,,Salesforce
10775726,Inactive Investor,Frank Bevilacqua,,"ValMark Securities, Inc. Akron OH 90 N Miller Rd",,,Salesforce
10931078,Inactive Investor,Beau Buisson,,PFS Investments Inc. Gainesville GA 6354 J F Jay Rd,beau.buisson@primerica.com,,Salesforce
11044029,Inactive Investor,Michael Desmond,Partner;Private Wealth Advisor;Retirement Plan Consultant,"Procyon Advisors, LLC Melville NY 534 Broadhollow Rd",mdesmond@procyonpartners.net,,Salesforce
11196110,Inactive Investor,Nury Hyre,,LPL Financial LLC Columbia MD 9021 Snowden Square Dr,nury.hyre@lpl.com,,Salesforce
11124534,Inactive Investor,Andrea Paul,,Thrivent Investment Management Inc. Hollidaysburg PA 412 Allegheny St,andrea.paul-day@thrivent.com,,Salesforce
11118360,Inactive Investor,Kimberly Turner,,"Empower Financial Services, Inc",kimberly.turner@gwrs.com,,Salesforce
10958794,Inactive Investor,Chantelle Conley,,MWA Financial Services Inc. Denton TX 303 N Carroll Blvd,chantelle.conley@mwarep.org,,Salesforce
11111714,Inactive Investor,Marvin Giannangelo,,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,mgiannangelo@dadco.com,,Salesforce
10869061,Inactive Investor,Vincent Frasco,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
148945,,A C,,[Unknown],bcr20th@gmail.com,,
9637089,,Harrison Grodnick,,,hgrodnick@mpmgllc.com,,List import
10783982,Inactive Investor,Carter Hansen,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,carter.hansen@fidelity.com,,Salesforce
10557605,,Steve Coleman,,,slcoleman@gmail.com,,Web Form Fillout
10990330,Inactive Investor,Andrew De La Vega,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,andrew.delavega@fmr.com,,Salesforce
10983965,Inactive Investor,Jeffrey Conway,Chief Compliance Officer;Chief Executive Officer;Member;Partner,Conway Partners,,,Salesforce
10953359,Inactive Investor,Prashant Dholakia,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,prashant.dholakia@fmr.com,,Salesforce
339741,,Kathy Heilig,"Treasurer, controller",Sei Investments Management Corp,kheilig@seic.com,610-676-1000,Manual List Upload
9587682,,Allan Evans,,,dennis.evansbcc@gmail.com,,List import
11159009,Inactive Investor,Stephen Foster,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,stephen.foster@fidelity.com,,Salesforce
10941627,Inactive Investor,Branden Motto,,Fidelity Brokerage Services LLC,,,Salesforce
11183365,Inactive Investor,Jose Cornejo,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,jose.cornejo.ppy8@statefarm.com,,Salesforce
10950645,Inactive Investor,Ryan Morgan,,"Allstate Financial Services, LLC Morganton NC 305 S Green St",ryanmorgan2@allstate.com,,Salesforce
9589394,,amber pannell,,,fonned0909@gmail.com,,List import
11002265,Inactive Investor,Jonathan Huggins,,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,adhuggins@rwbaird.com,,Salesforce
11180626,Inactive Investor,Todd Harris,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,todd.harris@primerica.com,,Salesforce
9590704,,hojin LEE,,,enjoylife918@naver.com,,List import
9634771,,Eve Hjort,,,ehjort@cedarbrookfinancial.com,,List import
10941595,Inactive Investor,Madison McBride,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",madison.mcbride@nm.com,,Salesforce
10887199,Inactive Investor,Daniel Poland,,McNally Financial Services Corporation,dpoland@mcnallyfinancial.com,,Salesforce
11013995,Inactive Investor,Alexander Nackenoff,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",alexander.nackenoff@raymondjames.com,,Salesforce
9604669,,Rick Baird,,,richard.baird@lpl.com,,List import
10864439,Inactive Investor,Rachel Maas,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10782190,Inactive Investor,Jennifer Oneal,Business Service Manager,Morgan Stanley San Francisco CA 101 California St,jennifer.oneal@morganstanley.com,,Salesforce
10981940,Inactive Investor,Brian Hart,,PlanMember Securities Corporation Keller TX 9500 Ray White Rd,,,Salesforce
11017182,Inactive Investor,Clinton Hendricks,Investment Advisor,Fisher Investments,,,Salesforce
11012915,Inactive Investor,Andrew Shank,,"Osaic Wealth, Inc. Waynesboro PA 11001 Anthony Hwy",,,Salesforce
10863212,Inactive Investor,Joseph Persichetti,Wealth Advisor,"Citizens Securities, Inc. Brooklyn NY 7414 13th Ave",joseph.persichetti@citizenssecurities.com,,Salesforce
9630908,,Anthony Lonelino,,,tonylomelino@gmail.com,,List import
9636552,,Robert Cervoni,,,rcervoni@lwcm.com,,List import
11127423,Inactive Investor,Scott Terpening,,PFS Investments Inc.,sterpening@primerica.com,,Salesforce
9607315,,Chris Englebert,,,chris@cenglebertfa.com,,List import
11159694,Inactive Investor,Jongdai Park,,"ValMark Securities, Inc. Gloucester MA 3 Heritage Way",,,Salesforce
10487289,,David Buck,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",david.buck@ml.com,,List Import
9585503,,Manuel Nikolaus,,,k4lix88@gmail.com,,List import
11141700,Inactive Investor,Brent Schwartz,Financial Advisor Trainee,Edward Jones Mukilteo WA 12221 Village Center Pl,brent.schwartz@edwardjones.com,,Salesforce
10786161,Inactive Investor,Penelope Abad,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,penelope_abad@vanguard.com,,Salesforce
9596305,,John Barsella,,,john.barsella@plantemoran.com,,List import
10832594,Inactive Investor,Michael Collins,,"Raymond James Financial Services, Inc. Saint Petersburg FL 700 Central Ave",mike.collins@raymondjames.com,,Salesforce
240552,,Flanders Johnston Janet,,[Unknown],janetfjohnston@gmail.com,,Event
10965398,Inactive Investor,Zakary Zimmerman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Overland Park KS 9550 Metcalf Ave",zakary.zimmerman@ml.com,,Salesforce
11160870,Inactive Investor,Jin Kim,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,jin.y.kim@fmr.com,,Salesforce
9973132,,Samuel Coppedge,,,samwcopp@prodigy.net,,Web Form Fillout
10790244,Inactive Investor,Gary Basler,Trader,"Wells Fargo Clearing Services, LLC",,,Salesforce
235586,, -,,[[Unknown]],jeffjwild@aol.com,,Organic Search
10814760,Inactive Investor,Thomas Worden,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",thomas.worden@ml.com,,Salesforce
11130764,Inactive Investor,Jamie Jurado,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10829532,Inactive Investor,Pamela Broms,Financial Advisor;Vice President,Hilltop Securities Inc. Norman OK 704 Wall St,pamela.broms@hilltopsecurities.com,,Salesforce
10903682,Inactive Investor,Hodge Courtney,Member,"Hodge Financial Services, LLC",,,Salesforce
11163273,Inactive Investor,Joseph Tiderencel,,LPL Financial LLC Tupper Lake NY 75 Park St,joseph.tiderencel@lpl.com,,Salesforce
10975855,Inactive Investor,Myles Allingham,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10812573,Inactive Investor,Matthew Mullen,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11086320,Inactive Investor,Stephen Spangler,Financial Advisor,Edward Jones Overland Park KS 7717 W 151st St,steve.spangler@edwardjones.com,,Salesforce
345092,,Donald Mueth,Managing Director & Chief Financial Officer,"Asset Consulting Group, Llc",don.mueth@acgnet.com,314-862-4848,Manual List Upload
11030517,Inactive Investor,Alan Chen,,Lincoln Investment,achen@lincolninvestment.com,,Salesforce
9611825,,KYLE WORMLIGHT,,,kwormlight@gmail.com,,List import
9544628,,David Osachoff,,,dosachoff@sagepointadvisor.com,,List import
10759122,Inactive Investor,James Noonan,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",james_noonan@ml.com,,Salesforce
11219800,,Eric Bergeson,,,eric@wasatchadvisors.com,,Other
10807121,Inactive Investor,Charles Heare,Financial Advisor,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,ross.heare@ubs.com,,Salesforce
10842044,Inactive Investor,Alberto Mariaca,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11193386,Inactive Investor,Samuel Urso,,"Bleakley Financial Group, LLC Englewood CO 5251 DTC Pkwy",tre.urso@bleakley.com,,Salesforce
10756295,Inactive Investor,Nicole Ransom,Wealth Management Associate,Morgan Stanley La Plata MD 107 Centennial St,nicole.brien@morganstanley.com,,Salesforce
9626884,,Masiello Massimo,,,info@massimomasiello.ch,,List import
9615607,,? ?,,,351611415@qq.com,,List import
11099635,Inactive Investor,Jennifer MacEdo,Chief Compliance Officer;Chief Executive Officer;Founder,Front Street Financial,,,Salesforce
1003966,Inactive Investor,Alex Chang,,Alex Chang,afchang@gmail.com,407-443-3444,
11069183,Inactive Investor,Raquel Menendez,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,,,Salesforce
5140330,,tom jack,,,nagifoj300@klblogs.com,,Web Form Fillout
11123323,Inactive Investor,Christian Boutsikaris,Regional Vice President;Retirement Planning Specialist,"Equitable Advisors, LLC Lancaster PA 205 Granite Run Dr",chris.boutsikaris@equitable.com,,Salesforce
11018643,Inactive Investor,Jacob Howley,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
10752504,Inactive Investor,Alex Glushanok,,Nationwide Planning Associates Inc. Maywood NJ 25 E Spring Valley Ave,glushanok@nationwideplanning.com,,Salesforce
11170425,Inactive Investor,David Lambert,Wealth Advisor,LPL Financial LLC Lebanon NJ 100 Corporate Dr,david.lambert@lpl.com,,Salesforce
11204112,Inactive Investor,Thomas Kelly,Chief Compliance Officer;Chief Executive Officer;President,"Kelly Investment Management, LLC",,,Salesforce
11043855,Inactive Investor,Walkiria Santos,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,walkiria.p.santos@jpmorgan.com,,Salesforce
9629405,,joe craig,,,joesbowler@gmail.com,,List import
10937813,Inactive Investor,Nicholas Schmidt,Financial Advisor,Edward Jones Minot ND 201 Main St S,nicholas.schmidt@edwardjones.com,,Salesforce
10790544,Inactive Investor,Scott Luther,Wealth Management Advisor,Commonwealth Financial Network Clinton Township MI 42855 Garfield Rd,sluther@commonwealth.com,,Salesforce
11065110,Inactive Investor,Neal Zimmer,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,neal.zimmer@primerica.com,,Salesforce
10754380,Inactive Investor,Sean Curley,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",sean.curley@wellsfargoadvisors.com,,Salesforce
10921212,Inactive Investor,Christopher Lyman,,"Cambridge Investment Research, Inc. Newtown PA 3 Terry Dr",clyman@afallc.com,,Salesforce
11176532,Inactive Investor,Francesca Vanderwall,Financial Advisor,Edward Jones Shorewood IL 220 Channahon St,francesca.vanderwall@edwardjones.com,,Salesforce
10991068,Inactive Investor,Sam Parwiz,Chief Compliance Officer;Financial Advisor;Investment Advisor,"Golden Lion Wealth Management, LLC",,,Salesforce
9546558,,Michelle Lee,,,michelle@legacyedge.sg,,List import
11173572,Inactive Investor,Michael Zahm,Financial Advisor,"Voya Financial Advisors, Inc. Fishers IN 10515 Muir Ln",michael.zahm@voyafa.com,,Salesforce
10959362,Inactive Investor,Robert Woods,,PFS Investments Inc. Lisle IL 4736 Main St,rwoods@primerica.com,,Salesforce
10812228,Inactive Investor,Michael Sawyer,Financial Consultant,"Equitable Advisors, LLC Fort Myers FL Private Residence",michael.sawyer@equitable.com,,Salesforce
11135061,Inactive Investor,Jonathan Hemmings,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Columbus GA 945 Broadway",jon.hemmings@ampf.com,,Salesforce
9621385,,Fred McCona,,,moneybuddy@yahoo.com,,List import
11161865,Inactive Investor,Kenneth Lee,,"MML Investors Services, LLC Irvine CA 3333 Michelson Dr",,,Salesforce
10783898,Inactive Investor,Kristine Weck,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,kristine.bishop@gs.com,,Salesforce
11021047,Inactive Investor,Arpita Kakkar,,Vanguard Marketing Corporation,arpita_kakkar@vanguard.com,,Salesforce
9625592,,JINGSI XIA,,,zhouhong1207@hotmail.com,,List import
345073,,Douglas Kinsey,Partner,"Artifex Financial Group, Llc",douglas@artifexfinancial.com,855-752-6644,Manual List Upload
226546,,William -,,Individual,maya623@aol.com,,Initial Salesforce Import
11211754,Inactive Investor,James Richardson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 3605 Glenwood Ave",james.m.richardson@ampf.com,,Salesforce
9632568,,Wolfgang Jamin,,,wolfgang.jamin@gmail.com,,List import
9553664,,Todd Schoonover,,,schoonover.todd@principal.com,,List import
10850703,Inactive Investor,Spencer Pollack,,Jefferies LLC,spollack@jefferies.com,,Salesforce
11233432,Inactive Investor,Scott Bryson,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",scott.bryson@lfg.com,,Salesforce
154623,,Rambod Razmara,,[Unknown],rambod.razmara@broadcom.com,,
372040,,Chris Autry,,[Unknown],chris.autry4@yahoo.com,,Salesforce
208664,,Carlos Garza,,First Command Advisory Services,carlos@linkedin.com,,
10804991,Inactive Investor,Christian Clinton,Director,Robert W. Baird & Co. Incorporated Stuart FL 819 SW Federal Hwy,,,Salesforce
11196620,Inactive Investor,Lester Inniss,Financial Professional,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,,,Salesforce
9591719,,Huyen Nguyen vu,,,cau5lucbinh@gmail.com,,List import
9604188,,DAVID EASTHOPE,,,david.easthope@greenwich.com,,List import
166225,,Emilis Baltrušaitis,,Emilis BaltruÅ¡aitis,emilis@email.com,,
11040624,Inactive Investor,Billy Robertson,,"Realta Equities, Inc. San Antonio TX 14350 Northbrook Dr",,,Salesforce
11068925,Inactive Investor,Dennis Ganley,Premier Banker,"Wells Fargo Clearing Services, LLC Parsippany NJ 1077 US Hwy 46",dennis.e.ganley@wellsfargo.com,,Salesforce
11202938,Inactive Investor,Shijun Liu,Chief Compliance Officer;Executive Vice President,"Parker Investment Management, LLC Atherton CA 69 Santiago Ave",shijun@parkerinvest.com,,Salesforce
10975882,Inactive Investor,Katherine Schmidt,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9554055,,jack-francis scanlan,,,jackscanlan82@gmail.com,,List import
11134085,Inactive Investor,Wesam Saleh,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",wesam.saleh@equitable.com,,Salesforce
9561545,,Thomas Martin,,,tmartin@vestia.com,,List import
6074846,,Ejoha Blessing,,,ejohablessing3@gmail.com,09157097908,Web Form Fillout
11106553,Inactive Investor,Eric Singer,Financial Advisor,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,e.singer@ubs.com,,Salesforce
11263124,,Harvey Miller,,,harvey.websolution9@gmail.com,,Web Form Fillout
10825409,Inactive Investor,Stephen Garry,Chief Compliance Officer;President;Senior Advisor,"Stephen J. Garry & Associates, LLC",steve@stephengarrywealthmgmt.com,,Salesforce
11164749,Inactive Investor,Geoffrey Sweezy,Financial Advisor,Edward Jones Denver CO 600 S Cherry St,geoffrey.sweezy@edwardjones.com,,Salesforce
10920530,Inactive Investor,Tracy Lardiere,Senior Client Service Associate,"Raymond James & Associates, Inc. Destin FL 34851 Emerald Coast Pkwy",tracy.lardiere@raymondjames.com,,Salesforce
9598407,,Tat Nam,,,hyactn@gmail.com,,List import
10969629,Inactive Investor,Zachary Smith,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9574880,,Bill Madden,,,williamjmadden@yahoo.comw,,List import
9620370,,Stephen Cote,,,etochs@icloud.com,,List import
10835665,Inactive Investor,Jeffrey Fruit,Financial Advisor,Edward Jones Grand Prairie TX 3231 S Carrier Pkwy,jeff.fruit@edwardjones.com,,Salesforce
11050384,Inactive Investor,Michael Hook,Chief Compliance Officer;Director,"AUA Private Wealth Advisors, LLC",michael.hook@auacapital.com,,Salesforce
10618523,,Nicholas Lomaglio,,,nicholas.lomaglio@ubs.com,,List Import
10794189,Inactive Investor,Cynthia Hardman,,"Independence Capital Co., Inc.",chardman@indcap.com,,Salesforce
10989566,Inactive Investor,Faraaz Hussain,,Janney Montgomery Scott LLC Beachwood OH 3333 Richmond Rd,fhussain@janney.com,,Salesforce
10869308,Inactive Investor,Karen Longo,,"Verus Capital Partners, LLC Scottsdale AZ 4409 N 62nd St",klongo@veruscapitalpartners.com,,Salesforce
349713,,Michael D'amelio,Managing Member,"Jmc Management, Llc",mdamelio@jmccp.com,617-338-1144,Manual List Upload
10358186,,John Mallon,,,john@onbrinkcapital.com,,Web Form Fillout
10803024,Inactive Investor,Michelle Reynolds,Financial Advisor,"Wells Fargo Clearing Services, LLC Decatur IL 100 S Water St",michelle.offermann@wellsfargoadvisors.com,,Salesforce
10864983,Inactive Investor,Michelle Fogel,Financial Advisor,LPL Financial LLC Cincinnati OH Private Residence,michelle.fogel@lpl.com,,Salesforce
10978759,Inactive Investor,Marc Corigliano,,FPG Wealth Lake Barrington IL Private Residence,,,Salesforce
202817,,Rajesh Muppalla,,[Unknown],mrajesh123@gmail.com,,Event
10778292,Inactive Investor,Robert Ruffo,Senior Vice President;Wealth Advisor,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,robert.ruffo@morganstanley.com,,Salesforce
10920881,Inactive Investor,Daniel Pinkerton,,"Osaic Wealth, Inc. Coeur D Alene ID 2000 W John Loop",,,Salesforce
11026538,Inactive Investor,Ryan Boyle,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Fair Haven NJ 560 River Rd,ryan.boyle@jpmorgan.com,,Salesforce
10764655,Inactive Investor,Frank Marinace,Financial Advisor;Investment Management Consultant;Second Vice President,Morgan Stanley Riverhead NY 611 E Main St,frank.s.marinace@morganstanley.com,,Salesforce
11008624,Inactive Investor,Brady Marotta,,Morgan Stanley,,,Salesforce
10851175,Inactive Investor,Adam Carll,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
244468,,Melinda Brodbeck,Managing Director,JConnelly,mbrodbeck@jconnelly.com,19738655454,Manual List Upload
11140292,Inactive Investor,Daisy Marrero,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9646326,,stone li,,,flower817000@hotmail.com,,List import
11229685,Inactive Investor,Sally Smith,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",sally.a.smith@nm.com,,Salesforce
10943846,Inactive Investor,Ian Vanderlinden,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9628399,,Tim ?,,,13873400878@139.com,,List import
10888816,Inactive Investor,Wade Smith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,wade.smith@fidelity.com,,Salesforce
11131392,Inactive Investor,Christopher Johnson,,"Osaic Wealth, Inc. Paulding OH 115 N Main St",cjohnson@osaicwealth.com,,Salesforce
10871813,Inactive Investor,Darin Patterson,,"Raymond James Financial Services, Inc. Knoxville TN 5537 Kingston Pike",darin.patterson@raymondjames.com,,Salesforce
11114080,Inactive Investor,Jacob Schaver,,"Cambridge Investment Research, Inc. Iowa City IA 4865 Rapid Creek Rd NE",,,Salesforce
10893309,Inactive Investor,Scott Blattel,,"Cutter & Company, Inc. Saint Peters MO 1258 Jungermann Rd",,,Salesforce
9549010,,Kaustubh Jagtap,,,kaustubh.jagtap@mlp.com,,List import
11160832,Inactive Investor,Timothy Garner,Financial Professional,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",timothygarner@financialguide.com,,Salesforce
11197449,Inactive Investor,Donald Wadsworth,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",dwadsworth@financialguide.com,,Salesforce
10981449,Inactive Investor,Curtis Jones,,"MML Investors Services, LLC",,,Salesforce
9552953,,Ajay Anand,,,aanand16@gmail.com,,List import
10911156,Inactive Investor,Matthew Smith,Senior Research Analyst,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
11177672,Inactive Investor,Kimberly Garland,Senior Registered Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
9558802,,Emma Bowles,,,emma@theheritageseo.com,,List import
10656918,,Laura Shoults,,,laura.shoults@sgcib.com,,List Import
10881361,Inactive Investor,Marc Kocur,,"Charles Schwab & Co., Inc. New York NY 1133 Avenue of the Americas",marc.kocur@schwab.com,,Salesforce
10919984,Inactive Investor,Katherine Tan,Financial Advisor,Edward Jones Charlotte NC 801 E Morehead St,katie.tan@edwardjones.com,,Salesforce
10845980,Inactive Investor,Michael Knopp,,"Bessemer Investor Services, Inc.",knopp@bessemer.com,,Salesforce
11198741,Inactive Investor,Trace Horevitz,,GWN Securities Inc. Fort Lauderdale FL 121 E Commercial Blvd,thorevitz@gwnsecurities.com,,Salesforce
9547936,,Roger Szendrey,,,roger.szendrey@uboc.com,,List import
11163611,Inactive Investor,Joseph Peters,Financial Advisor,Northwest Asset Management Cincinnati OH 6041 Montgomery Rd,joseph.peters@nwasset.com,,Salesforce
9632144,,John Collura,,,johncollura@hotmail.com,,List import
11087026,Inactive Investor,Jared Schelp,Financial Producer,Thrivent Investment Management Inc. Kansas City MO 7509 NW Tiffany Springs Pkwy,jared.schelp@thrivent.com,,Salesforce
9612164,,Brett Rentmeester,,,brett.rentmeester@windrockwealth.com,,List import
9595134,,Mike Organ,,,mcorgan@cap-partners.com,,List import
10830091,Inactive Investor,William Brinkley,Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",,,Salesforce
11115858,Inactive Investor,Neema Hamadani,,"Farmers Financial Solutions, LLC Los Angeles CA 1917 1/2 Westwood Blvd",nhamadani@farmersagent.com,,Salesforce
11176141,Inactive Investor,Elizabeth Panos,Premier Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 2821 Pineville Matthews Rd",elizabeth.panos@wfadvisors.com,,Salesforce
10998610,Inactive Investor,Mary Fernandez,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,mary.fernandez@primerica.com,,Salesforce
11057799,Inactive Investor,Adam Feldman,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",adam.feldman@schwab.com,,Salesforce
11165111,Inactive Investor,Oliver Miller,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",oliver.miller@nm.com,,Salesforce
10808567,Inactive Investor,Bradley Wadsworth,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",bradley_wadsworth@ml.com,,Salesforce
10884999,Inactive Investor,Nicholas Scarsella,,"Cambridge Investment Research, Inc. Farmington MI 28555 Orchard Lake Rd",,,Salesforce
92625,,Xavier Esparza,NA,NA,xavier.j.esparza.garcia@gmail.com,,Event
209856,,Doug Yones,Head of ETP's @ NYSE,NYSE,douglas.yones@nyse.com,,
10759523,Inactive Investor,James Dyer,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",james_j_dyer@ml.com,,Salesforce
11088367,Inactive Investor,Frank Wu,Principal;Wealth Manager,"Pruco Securities, LLC. Brooklyn NY 33 35th St",frank.wu@prudential.com,,Salesforce
11188561,Inactive Investor,Steven Poler,Financial Advisor,Edward Jones Montesano WA 302 S Sylvia St,steve.poler@edwardjones.com,,Salesforce
10757991,Inactive Investor,Douglas Culver,Financial Advisor,"Wells Fargo Clearing Services, LLC Southampton NY 67 Hampton Rd",douglas.f.culver@wellsfargoadvisors.com,,Salesforce
11230591,Inactive Investor,Anthony Garza,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9598397,,Brian Lloyd,,,brian@paintedporchadvisors.com,,List import
11124752,Inactive Investor,Parker Carroll,,"American Portfolios Financial Services, Inc. Huntsville AL 200 Clinton Ave W",pcarroll@americanportfolios.com,,Salesforce
10647061,,Tracy Antony,,,tracy.antony@schwab.com,,List Import
11059522,Inactive Investor,Mark Rydell,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,mark.rydell@mutualofamerica.com,,Salesforce
11049784,Inactive Investor,Kyle Brosmore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kyle.brosmore@fidelity.com,,Salesforce
10752579,Inactive Investor,Orion Marx,,"Osaic FA, Inc. Sarasota FL 7120 Beneva Rd",orion.marx@lfg.com,,Salesforce
10784031,Inactive Investor,John Miller,Financial Advisor,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",john.e.miller@prudential.com,,Salesforce
11145348,Inactive Investor,Brendan Foley,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cranbury NJ 1246 S River Rd",brendan.foley@wfafinet.com,,Salesforce
10823367,Inactive Investor,Marta Fernandez,,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
9546833,,Michael Gibbons,,,gibberr@yahoo.com,,List import
10775676,Inactive Investor,Christy McCarthy,Financial Advisor,"VALIC Financial Advisors, Inc.",christy.mccarthy@valic.com,,Salesforce
11104668,Inactive Investor,Arnold Hochstadt,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,a.hochstadt@ubs.com,,Salesforce
11161296,Inactive Investor,Lori Keller,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",lori.keller@rbc.com,,Salesforce
374274,,Karim Babay,,IVIP Capital LLC,karim@ivipcapital.com,,Salesforce
11128931,Inactive Investor,Matthew Elam,,"Raymond James Financial Services, Inc. South Hill VA 905 N Mecklenburg Ave",matt.elam@raymondjames.com,,Salesforce
10891287,Inactive Investor,Sujatha Shenai,Client Service Associate,Morgan Stanley Bellevue WA 500 108th Ave NE,sujatha.shenai@morganstanley.com,,Salesforce
11171676,Inactive Investor,Clark Engle,Wealth Manager,Everhart Advisors,clarke@everhartadvisors.com,,Salesforce
11171237,Inactive Investor,Rhonda Hunter,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,rhunter@primerica.com,,Salesforce
9614896,,David Dunkerley,,,dj.dunkerley@gmail.com,,List import
5759294,,Linda Oshell,,,lindaoshell@aol.com,2054189248,Web Form Fillout
9565338,,Philip Dachenhausen,,,philip.dachenhausen@fidelity.com,,List import
10795141,Inactive Investor,Mary Railey,Financial Advisor,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,marybeth.railey@morganstanley.com,,Salesforce
2515161,,Riley Rosebee,,,rileyrosebee@gmail.com,,
9574607,,Linh Thai,,,linhthai@gmail.com,,List import
11178347,Inactive Investor,Jennifer Quinn,,Fidelity Brokerage Services LLC,,,Salesforce
10838366,Inactive Investor,Henry Bragg,Chief Compliance Officer;Managing Member;Principal,Henry Bragg & Co.,henry@henrybraggco.com,,Salesforce
11139739,Inactive Investor,Stephen Yono,Financial Advisor,Edward Jones Commerce Township MI 160 W Commerce Rd,stephen.yono@edwardjones.com,,Salesforce
10804610,Inactive Investor,Juan De La Cruz,Personal Banker,J.P. Morgan Securities LLC Whitestone NY 15315 Cross Island Pkwy,juan.b.delacruz@ml.com,,Salesforce
9625416,,Kevin Garlitz,,,joeyclams4@yahoo.com,,List import
10791103,Inactive Investor,Matthew Albers,Chief Executive Officer;Partner,DRS Wealth Management,malbers@drswealthmanagement.com,,Salesforce
10977711,Inactive Investor,Delilah Manico,Associate,Morgan Stanley,,,Salesforce
11060455,Inactive Investor,Jeffrey Poe,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",jeffrey.poe@53.com,,Salesforce
322098,,Karen Kroon-Harris,"Manager, Vice President","Northern Trust Securities, Inc.",kmk@ntrs.com,312-444-5140,
10895967,Inactive Investor,Jack Arndt,,Goldman Sachs & Co.,,,Salesforce
11080995,Inactive Investor,Elizabeth Beauboeuf,Relationship Manager;Senior Wealth Strategy Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,elizabeth.beauboeuf@ubs.com,,Salesforce
11102764,Inactive Investor,Elizabeth Hughes,,J.P. Morgan Securities LLC Independence OH 6200 Brecksville Rd,elizabeth.hughes@jpmorgan.com,,Salesforce
10812898,Inactive Investor,Kristen Verdeaux,Senior Private Client Associate,Janney Montgomery Scott LLC Warwick RI 475 Kilvert St,kverdeaux@janney.com,,Salesforce
10949805,Inactive Investor,Clarice Murhandikire,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9630662,,Gareth Miles,,,gareth@031solutions.co.za,,List import
11023780,Inactive Investor,Nisette Gray,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,nisette.gray@primerica.com,,Salesforce
11022727,Inactive Investor,Craig Denman,Financial Advisor,Edward Jones Grove City PA 106 S Broad St,craig.denman@edwardjones.com,,Salesforce
9415707,,Laurent Cunin,,Laurent Cunin,laurent488@yahoo.com,,Paid Search
346507,,Lea Nunley,"President, CEO, CCO",Dba Upal Or United Professionals Assoc. Ltd.,lnunley@upal.com,918-747-5585,Manual List Upload
11201661,Inactive Investor,Dean Caserio,,"Hornor, Townsend & Kent, LLC Beachwood OH 25201 Chagrin Blvd",dcaserio@htk.com,,Salesforce
10885337,Inactive Investor,Austyn Hennings,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11235854,Inactive Investor,Luke Papa,Insurance Representative,Diversified Planning Strategies Advisors LLC,,,Salesforce
10997214,Inactive Investor,Heather Ukena,Financial Professional,LPL Financial LLC Layton UT 2363 N Hill Field Rd,heather.ukena@lpl.com,,Salesforce
10757044,Inactive Investor,Melanie Hnatishion,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",melanie.hnatishion@ml.com,,Salesforce
11043466,Inactive Investor,Michael Jason,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",michael.jason@lfg.com,,Salesforce
11108900,Inactive Investor,Emily Freund,Managing Member,"Family Office Research, LLC",,,Salesforce
10957123,Inactive Investor,Reginal Hynes,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10753309,Inactive Investor,Jeffrey Gall,,LPL Financial LLC Franklin TN Private Residence,jeff.gall@lpl.com,,Salesforce
10933863,Inactive Investor,Yves Dunnebeil,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lone Tree CO 9137 Westview Rd",yves.dunnebeil@ml.com,,Salesforce
11148175,Inactive Investor,Warren Hill,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10983975,Inactive Investor,Thomas Morgan,,"Brokers International Financial Services, LLC. Livermore CA 183 Contractors Ave",tmorgan@brokersifs.com,,Salesforce
9576266,,Colleen Donahue,,,colleen.m.donahue@ccoinvest.com,,List import
10783351,Inactive Investor,Jeffrey Rao,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,jeff.rao@fmr.com,,Salesforce
10896290,Inactive Investor,Divam Giri,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,divam.giri@jpmorgan.com,,Salesforce
10992384,Inactive Investor,Daniel Tarrant,,"Ameriprise Financial Services, LLC White Plains NY 50 Main St",,,Salesforce
9596774,,Patrick Doherty,"Financial Advisor, Senior Vice President",,pdoherty@wealthenhancement.com,,List import
11144936,Inactive Investor,Weston Emery,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
10799663,Inactive Investor,Troy Pugh,Financial Advisor,LPL Financial LLC Ephrata WA 925 Basin St SW,troy.pugh@lpl.com,,Salesforce
10956737,Inactive Investor,Collin Mcclain,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,collin.mcclain@fidelity.com,,Salesforce
11033177,Inactive Investor,Robin Naber,Private Wealth Advisor,Citigroup Global Markets Inc. Palo Alto CA 250 University Ave,robin.j.naber@citi.com,,Salesforce
10486894,,Stefhanie Beard,"Assistant Vice President, Wealth Management Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated",stefhanie_beard@ml.com,,List Import
10890828,Inactive Investor,Sarah Drummond,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,sarah.mcmurtrie@fidelity.com,,Salesforce
10888123,Inactive Investor,George Dallas,,"Centaurus Financial, Inc. Pottstown PA 2047 E High St",,,Salesforce
203419,,Vianka Wong,,[Unknown],vianka_wong@yahoo.com,,
10832535,Inactive Investor,Matthew Syverson,Chief Compliance Officer;Managing Partner;Member;President;Senior Wealth Advisor,"Sound Stewardship, LLC",matt@soundstewardship.com,,Salesforce
11082371,Inactive Investor,Lindell Widger,Financial Advisor,Edward Jones Rolla MO 806 E State Rte 72,lindell.widger@edwardjones.com,,Salesforce
10646849,,Todd Jeffcoat,,,todd.jeffcoat@lpl.com,,List Import
10973869,Inactive Investor,Kimberly Byrne,,J.P. Morgan Securities LLC Glendale AZ 3502 W Bell Rd,kimberly.byrne@jpmorgan.com,,Salesforce
9565955,,Jackie Barth,,,jackiebarth@gmail.com,,List import
11050284,Inactive Investor,Matthew Idoux,Financial Advisor,MDRN Capital Imperial MO Private Residence,matthewidoux@mdrncapital.com,,Salesforce
11058317,Inactive Investor,Coleman Belk,,"HighTower Securities, LLC",cbelk@hightoweradvisors.com,,Salesforce
10851223,Inactive Investor,Brandon Robles,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,brandon.robles@fmr.com,,Salesforce
11159096,Inactive Investor,Matthew Laird,Financial Advisor;First Vice President - Investments;Managing Director,"Raymond James & Associates, Inc. Jasper AL 401 19th St E",matthew.laird@raymondjames.com,,Salesforce
11120420,Inactive Investor,Russell Huls,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",russ.huls@nm.com,,Salesforce
10909540,Inactive Investor,John Black,,"Osaic Wealth, Inc. Longview TX 2110 Horseshoe Ln",,,Salesforce
10757732,Inactive Investor,John Pascarella,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Morristown NJ 163 Madison Ave",john.pascarella@raymondjames.com,,Salesforce
10955148,Inactive Investor,Bruce Cumbo,,"Allstate Financial Services, LLC Greenville NC 801 Moye Blvd",brucecumbo@allstate.com,,Salesforce
11103655,Inactive Investor,Alisha Merkel,Preferred Program Specialist,"Fifth Third Securities, Inc. Cincinnati OH 5262 Delhi Ave",alisha.merkel@53.com,,Salesforce
9546079,,John Doe,,,2klabs@gmail.com,,List import
350726,,Brian Nairn,Managing Partner,"Education Growth Partners, Llc",bnairn@edgrowthllc.com,203-658-8100,Manual List Upload
10809770,Inactive Investor,Cassandra Haynes,Chief Compliance Officer;Director - Compliance;Director - Marketing;Vice President,"IAS Wealth Management, Inc.",cj@iaswealth.com,,Salesforce
11133596,Inactive Investor,Gary Barnes,,"Cadaret, Grant & Co., Inc. Leesburg VA 823 S King St SW",gbarnes@cadaretgrant.com,,Salesforce
10780240,Inactive Investor,Nicholas Mattiello,Senior Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",nicholas_mattiello@ml.com,,Salesforce
10964361,Inactive Investor,Jason Mohr,,"Empower Financial Services, Inc Dubuque IA Private Residence",jason.mohr@empower.com,,Salesforce
9612893,,Steven Arquilla,,,steven.arquilla@hmo.com,,List import
10614289,,Joseph Fitzgerald,Financial Advisor,,joseph_fitzgerald@glic.com,,List Import
11151873,Inactive Investor,Rachel Walsh,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10977928,Inactive Investor,Jason Bo,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
10882992,Inactive Investor,Kenneth Jones,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",kjones60@ml.com,,Salesforce
11090473,Inactive Investor,Christine Daugherty,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
10876072,Inactive Investor,Brock Brauer,Financial Advisor,LPL Financial LLC Union City TN 800 S 1st St,brock.a.brauer@lpl.com,,Salesforce
9587638,,Dan Wingo,,,d_pubml@sbcglobal.net,,List import
11159867,Inactive Investor,Bryan Vescio,Chief Compliance Officer;President,"VAM Group, LLC",bryan@vescioassetmgt.com,,Salesforce
10657131,,Julie Plutchak,,,julie.plutchak@lpl.com,,List Import
9555179,,John Patterson,,,john.patterson@nextcapital.com,,List import
11005758,Inactive Investor,Dennis Carr,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",,,Salesforce
10847351,Inactive Investor,Keith Hensley,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",keith.hensley@schwab.com,,Salesforce
10949748,Inactive Investor,Eric Oatman,Wealth Manager,LPL Financial LLC Aurora IN 724 Green Blvd,eric.oatman@lpl.com,,Salesforce
11088262,Inactive Investor,Robert Cushman,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11255278,Inactive Investor,Amanda Earlywine,Associate Advisor,Human Investing,amanda@humaninvesting.com,,Salesforce
10845470,Inactive Investor,Elmo Ball,,"Truist Investment Services, Inc. Winchester VA 115 N Cameron St",,,Salesforce
10899111,Inactive Investor,Mitchell Hayes,Client Associate,UBS Financial Services Inc. Concord NH 11 S Main St,mitchell.hayes@ubs.com,,Salesforce
11203292,Inactive Investor,Wilmer Martinez,,PFS Investments Inc. Gaithersburg MD 6 Montgomery Village Ave,,,Salesforce
11031829,Inactive Investor,Janice Whitten,Financial Advisor,Oak Harvest Investment Services,janice.whitten@oakharvestfg.com,,Salesforce
11122460,Inactive Investor,Louis-Simon Hubert,,Jefferies LLC,lhubert@jefferies.com,,Salesforce
10960170,Inactive Investor,Edward Price,Regional Director,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",ed.price@prudential.com,,Salesforce
10809635,Inactive Investor,Gregory Chona,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",gregory.chona@equitable.com,,Salesforce
11028633,Inactive Investor,Don Opperman,,Advisory Services Network Oldsmar FL Private Residence,,,Salesforce
10769771,Inactive Investor,William Sandeman,Financial Advisor;Managing Director,Wedbush Securities Inc. Seattle WA 601 Union St,william.sandeman@wedbush.com,,Salesforce
9640402,,Gary Dalton,,,gdalton@latashalaska.net,,List import
10999218,Inactive Investor,Luke Niemeyer,,"MML Investors Services, LLC Aviston IL 4969 Old US Hwy 50",lniemeyer@financialguide.com,,Salesforce
9632051,,Barbara VanSpanje,,,spanjeb@yahoo.com,,List import
337751,,Thomas Duffy,"Vice President, Investment Strategy",Knights Of Columbus Asset Advisors Llc,thomas.duffy@kofc.org,844-523-8637,Manual List Upload
11086849,Inactive Investor,Nicholas Nanas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",nicholas.nanas@ml.com,,Salesforce
11196407,Inactive Investor,Eric Stephenson,Chief Compliance Officer;Chief Operating Officer,"Align Impact, LLC New York NY 60 E 42nd St",eric@alignimpact.com,,Salesforce
10881411,Inactive Investor,Daniel Haykin,Partner,"Haykin, Michael",,,Salesforce
10961552,Inactive Investor,Armeldo Hernandez,,"Wells Fargo Clearing Services, LLC Fredericksburg VA 5636 Plank Rd",,,Salesforce
11155188,Inactive Investor,Tyler Miller,,"Cambridge Investment Research, Inc.",,,Salesforce
10902974,Inactive Investor,Shannon Erickson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",shannon.erickson@ml.com,,Salesforce
10619531,,Timothy Webb,,,twebb@rcmfs.com,,List import
11178874,Inactive Investor,Joseph Maillard,,Edward Jones Tucson AZ 1200 N El Dorado Pl,,,Salesforce
11202719,Inactive Investor,Lily Styrmoe,Advisor;Shareholder,"TCI Wealth Advisors, Inc.",lily.styrmoe@tciwealth.com,,Salesforce
8480929,,David Petry,,Peoples Bank Wealth Management,dpetry@peoplesbanknet.com,(717) 747-1579,List Import
10796431,Inactive Investor,Christopher Lord,,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",christopher.lord@wfa.com,,Salesforce
10647301,,Dylan Swanson,,,dylan.swanson@wfafinet.com,,List Import
11195900,Inactive Investor,April Messimer,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",april_messimer@ml.com,,Salesforce
10767079,Inactive Investor,Richard Tarsitano,Financial Advisor,HighPoint Planning Partners,,,Salesforce
10644563,,Daniel Weber,,,daniel.weber@raymondjames.com,,List Import
9641163,,Federico Degrandi,,,federico.degrandi@edu.escp.eu,,List import
11188630,Inactive Investor,Jamie Mitchell,Area Manager,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
10619677,,John Fitzpatrick,,,info@ofallc.com,,List Import
248472,,Jereme Conti,Executive Director,JPMorgan Chase & Co.,jereme_conti@yahoo.com,,Manual List Upload
11138854,Inactive Investor,Douglas Gill,,Snowden Account Services LLC,dgill@snowdenlane.com,,Salesforce
10976310,Inactive Investor,David Smith,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,dsmith@primerica.com,,Salesforce
11088166,Inactive Investor,Adam Amorn,Chief Compliance Officer;Investment Advisor;Managing Member,Premier Prosperity Advisors LLC,adam.amorn@premierprosperity.com,,Salesforce
9596499,,Neal Halawa,,,nhalawa@forumfin.com,,List import
10963910,Inactive Investor,Kimberly Waldman,Chief Operating Officer;Regulatory Contact,"Stephens Consulting, LLC Flint MI 5206 Gateway Ctr",kim.waldman@stephenswmg.com,,Salesforce
89790,,David Yount,,"MML Investors Services, LLC",dyount@financialguide.com,816-217-8888,
125120,,Edward Sullivan,"Director, Client Development",Welch & Forbes Llc,esullivan@welchforbes.com,214-559-9972,Manual List Upload
11027360,Inactive Investor,Rachel Bonner,,Cetera Advisor Networks LLC Billings MT 550 N 31st St,,,Salesforce
9558738,,Brian Woolford,,,woolfordb@gmail.com,,List import
9635443,,Walid Majdalani,,,walid.majdalani@investcorp.com,,List import
10830016,Inactive Investor,Derek Giddings,Executive Director;Wealth Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,derek.giddings@morganstanley.com,,Salesforce
9548166,,jerhi bober,,,mer3i3331@gmail.com,,List import
345385,,Sheila Bourgeois,Executive Assistant,"Fairview Capital Partners, Inc.",sbourgeois@fairviewcapital.com,860-674-8066,Manual List Upload
11021774,Inactive Investor,Marc Koven,Chief Compliance Officer;Senior Financial Advisor,"Cypress Wealth Services, LLC",marc@cypressws.com,,Salesforce
11023921,Inactive Investor,Paul Reichwald,Financial Advisor,"Ameriprise Financial Services, LLC Hastings MN 830 Vermillion St",paul.reichwald@ampf.com,,Salesforce
11209616,Inactive Investor,Todd Clady,Financial Advisor,Edward Jones Plymouth IN 1226 S Michigan St,todd.clady@edwardjones.com,,Salesforce
10803971,Inactive Investor,Edward Dawkins,Financial Advisor,Edward Jones Staunton VA 301 N Augusta St,susan.graham@edwardjones.com,,Salesforce
10974620,Inactive Investor,Jonathan Fish,Chief Executive Officer;President,BTC Financial Management Co.,,,Salesforce
11101743,Inactive Investor,Curtis Estes,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",curtis.estes@nm.com,,Salesforce
10967828,Inactive Investor,Trenton Potter,Client Associate,"Wells Fargo Clearing Services, LLC Holland MI 321 Settlers Rd",,,Salesforce
11236420,Inactive Investor,Noah Macfarlane,Research Analyst,"FourThought Financial Partners, LLC.",,,Salesforce
11026955,Inactive Investor,Hedda Hulsebus,,"Principal Securities, Inc.",hulsebus.hedda@principal.com,,Salesforce
10611807,,Thomas Davis,Wealth Management Advisor,,thomas.davis@tiaa.org,,List Import
1003028,Inactive Investor,Cody Bailey,,XRAM Capital,cody@xram.capital,,3rd Party Lead Gen
10914847,Inactive Investor,Michelle Sils,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
7526014,,utgi makara,,,jogah71621@oniecan.com,,Web Form Fillout
11124813,Inactive Investor,George Dircks,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Bel Air MD 2 S Main St",george.dircks@wellsfargoadvisors.com,,Salesforce
11042869,Inactive Investor,Kimberlea Close,,Vanguard Marketing Corporation,kimberlea_close@vanguard.com,,Salesforce
10879289,Inactive Investor,Ryan Larsen,,Jefferies LLC,rlarsen@jefferies.com,,Salesforce
11090699,Inactive Investor,Lisa Essman,,"Western International Securities, Inc. Grand Junction CO 145 Grand Ave",lessman@wisdirect.com,,Salesforce
10974848,Inactive Investor,Jesse Hadaway,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11099064,Inactive Investor,Charles Dougherty,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,charles.dougherty@morganstanley.com,,Salesforce
11009234,Inactive Investor,Keegan Murphy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
346224,,Staffan Kampe,Head Of Sales,Bluebay Asset Management Llp,skampe@bluebay.com, -3893863,Manual List Upload
10814984,Inactive Investor,Demitri Paidas,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Rockville MD 1401 Rockville Pike",jimpaidas@wfafinet.com,,Salesforce
9636020,,Mohamed Sammakia,,,mohamed.sammakia@investcorp.com,,List import
10886808,Inactive Investor,Gregory Lamonica,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Norwich NY 6403 County Road 32",gregory.lamonica@wellsfargoadvisors.com,,Salesforce
233373,, -,,[[Unknown]],eddielui720@msn.com,,
11048164,Inactive Investor,Andrew Pierce,,Key Investment Services LLC Powell OH 3944 Powell Rd,andrew_j_pierce@keybank.com,,Salesforce
339695,,Barbara Henagan,Managing Director,"Linx Partners, Llc",bhenagan@linxpartners.com,770-818-0335,Manual List Upload
11138129,Inactive Investor,Laurie Teague,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
332957,,Rick Hunter,,D'Annunzio Consulting,rhunter@dannunzioconsulting.com,,
11028390,Inactive Investor,Shannon Ross,,J.P. Morgan Securities LLC Burton MI 1232 S Belsay Rd,shannon.ross@jpmorgan.com,,Salesforce
10763433,Inactive Investor,Matthew Edelstein,,The O.N. Equity Sales Company Glendale WI Private Residence,matthew_edelstein@ohionational.com,,Salesforce
235330,, -,,[[Unknown]],ja_rowski@yahoo.com,,Organic Search
11113569,Inactive Investor,Maria Avento,,"The Investment Center, Inc. Melville NY 535 Broadhollow Rd",mavento@investmentctr.com,,Salesforce
10827006,Inactive Investor,Roger Rekate,Chief Compliance Officer;Manager;Member,"Advisor One, LLC",admin@advisorink.com,,Salesforce
11107667,Inactive Investor,Agustin Silva,,J.P. Morgan Securities LLC Phoenix AZ 7022 N 7th St,agustin.silva@jpmorgan.com,,Salesforce
11146054,Inactive Investor,Matthew Mead,Director;Vice President - Investment Department,"Hirtle, Callaghan & Co., LLC",mmead@hirtlecallaghan.com,,Salesforce
11127331,Inactive Investor,Dwight Kimber,Financial Advisor,"Silver Oak Securities, Incorporated Sayner WI Private Residence",dwightkimber@silveroaksecurities.com,,Salesforce
11127225,Inactive Investor,Anastasia Potapova,,"Northwestern Mutual Investment Services, LLC Bellingham WA 2219 Rimland Dr",,,Salesforce
11154515,Inactive Investor,Shane Hurst,,"VALIC Financial Advisors, Inc. Saint Louis MO 12312 Olive Blvd",shane.hurst@valic.com,,Salesforce
10979413,Inactive Investor,Jack Lynch,Chief Compliance Officer;Chief Legal Officer,Tishman Capital Partners,jlynch@tishman.com,,Salesforce
223944,,Michael Harding,,[Unknown],helloblockchainsensei@gmail.com,,source
10872155,Inactive Investor,Johnathan Baker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodway TX 401 Hewitt Dr",johnathan.baker@ml.com,,Salesforce
11199665,Inactive Investor,Eric Lopez Farmer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
11217848,,Jennifer Addison,,,jennifer.r.addison@ampf.com,,List Import
11165542,Inactive Investor,Marcy Naval,,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",marcy.naval@wellsfargoadvisors.com,,Salesforce
10768244,Inactive Investor,Sheridan Patrick,Investment Advisor,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,sheridan.k.patrick@jpmorgan.com,,Salesforce
10810150,Inactive Investor,Donald Gudhus,Founder;President,Oracle Financial Group,,,Salesforce
11022589,Inactive Investor,Marcos Calderon,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",marcos.calderon@wellsfargo.com,,Salesforce
10984477,Inactive Investor,Karan Govil,,Citigroup Global Markets Inc.,karan.govil@citi.com,,Salesforce
11058028,Inactive Investor,Lynette Helgeson,,"Prudential Annuities Distributors, Inc",lynette.helgeson@prudential.com,,Salesforce
11063747,Inactive Investor,Derek Vogel,,Emerson Equity LLC Irvine CA 9940 Research Dr,dvogel@emersonequity.com,,Salesforce
9564497,,Wm Taylor,,,william@wmtaylor.net,,List import
10942959,Inactive Investor,Matthew McNelis,Financial Advisor;Financial Professional,"Hornor, Townsend & Kent, LLC Edison NJ 110 Fieldcrest Ave",mmcnelis@htk.com,,Salesforce
11210084,Inactive Investor,Steven Behrle,,B. Riley Wealth Management Irvine CA 100 Spectrum Center Dr,sbehrle@brileywealth.com,,Salesforce
10837102,Inactive Investor,Todd Beguelin,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ventura CA Private Residence",tbeguelin@wfafinet.com,,Salesforce
222757,,Daniel Hawson,,[Unknown],daniel.hawson@saffery.ch,,Direct
10864703,Inactive Investor,Wilfredo Figueroa,,"Raymond James & Associates, Inc. Westlake Village CA 3027 Townsgate Rd",wilfredo.figueroa@raymondjames.com,,Salesforce
9582808,,Barbara Ziegler,,,barbara.ziegler@doubleline.com,,List import
248908,,Rikki Barnes,Head Crypto & Blockhain,FNB,rikki.barnes@fnb.co.za,,Manual List Upload
11104600,Inactive Investor,Tyson Brimhall,Financial Advisor,PNC Investments Scottsdale AZ 7335 E Doubletree Ranch Rd,tyson.brimhall@pnc.com,,Salesforce
11068023,Inactive Investor,Kristine Lantz,,M. S. Howells & Co. Tucson AZ 3971 E Paradise Falls Dr,,,Salesforce
11114829,Inactive Investor,Matthew Whelan,,"MML Investors Services, LLC Savannah GA 11705 Mercy Blvd",,,Salesforce
223751,,berkay ekinci,,[Unknown],berkay_xxyy@hotmail.com,,Direct
10947619,Inactive Investor,James Thomas,,SECU Brokerage Services Pittsboro NC 35 Industrial Park Dr,aaron.thomas@ncsecu.org,,Salesforce
10647427,,Timothy Lundgren,,,tlundgren@tiaa-cref.org,,List Import
9605002,,Fatoni Toni,,,toniprastyo56@gmail.com,,List import
9551416,,Matthew Fuller,,,mfuller@dkpartners.com,,List import
10862361,Inactive Investor,Jennifer Duncan,,Edward Jones Norfolk VA 4500 Pretty Lake Ave,jennifer.duncan@edwardjones.com,,Salesforce
11118021,Inactive Investor,Robert Gargiulo,Financial Advisor,"Ameriprise Financial Services, LLC New Hyde Park NY 1979 Marcus Ave",robert.gargiulo@ampf.com,,Salesforce
10874621,Inactive Investor,Michael Stabinski,,"Sanctuary Securities, Inc. Paramus NJ 115 W Century Rd",mstabinski@sanctuarywealth.com,,Salesforce
11103139,Inactive Investor,Justin McCarty,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,justin.mccarty@fidelity.com,,Salesforce
10790884,Inactive Investor,William Lagoo,Financial Advisor,LPL Financial LLC Bloomington MN Private Residence,william.lagoo@lpl.com,,Salesforce
9583762,,Christopher Westerman,,,cwesterman@massmutual.com,,List import
5390307,,Cam Brown,,,camlbrown7@gmail.com,,Web Form Fillout
11020271,Inactive Investor,Katrina Yarbrough,,"Empower Financial Services, Inc",katrina.yarbrough@empower.com,,Salesforce
9571901,,Steven Krasnipol,,,skrasnipol@massmutual.com,,List import
7745339,,surbhit Srivastava,,Citi,surbhit.srivastava@citi.com,,Web Form Fillout
11206075,Inactive Investor,Andrew Felger,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",andrew.felger@ml.com,,Salesforce
11198830,Inactive Investor,Cazimar Nieves,,Citigroup Global Markets Inc. New York NY 530 Laguardia Pl,cazimar.e.nieves@citi.com,,Salesforce
10772172,Inactive Investor,Lesley Loggins,Financial Advisor;Senior Vice President,Morgan Stanley Tyler TX 909 E Southeast Loop 323,les.loggins@morganstanley.com,,Salesforce
11191178,Inactive Investor,Cedric Levye,,"IFP Securities, LLC",cedric.levye@ifpartners.com,,Salesforce
10784816,Inactive Investor,Robert Anderson,Director,Citigroup Global Markets Inc. San Francisco CA 1 Market St,robert.anderson@citi.com,,Salesforce
10938807,Inactive Investor,Nicole Martocci,Director;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",nicole.martocci@nm.com,,Salesforce
9612416,,Jon Aldrich,,,jon@focusfinancialadvisors.com,,List import
9553394,,Branson Lee,,,bransonlee@gmail.com,,List import
10780750,Inactive Investor,Anthony Denmeade,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,denmeade.a@dreyfus.com,,Salesforce
10930723,Inactive Investor,Naser Alzer,Financial Advisor,LPL Financial LLC Cedar Park TX 4101 Arrow Wood Rd,n.alzer@lpl.com,,Salesforce
11140532,Inactive Investor,Robin Romine-Steinway,Investment Executive,"Fifth Third Securities, Inc. Columbus IN 2117 25th St",robin.romine-steinway@53.com,,Salesforce
9602824,,ABEL AGUILAR,,,abelaguilar@gmail.com,,List import
9564845,,William Hawkins,,,whawkins@sigmarep.com,,List import
10987461,Inactive Investor,Ariel Degiuseppe,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10847776,Inactive Investor,Richard Allison,Chief Compliance Officer;President,Marian Financial Services Inc. Saint Johns FL 1637 Race Track Rd,rick@firstcoastplanning.com,,Salesforce
11103889,Inactive Investor,Casey Bartels,Founding Partner;Managing Member,"Guardian Financial Partners, LLC",cbartels@guardianfinancialpartners.com,,Salesforce
11238331,Inactive Investor,Richard Sosman,,"Berman, Sosman & Rosenzweig Cpas PLLC",rsosman@cpataxsavers.com,,Salesforce
11064472,Inactive Investor,Brian Day-Lewis,Financial Advisor,LPL Financial LLC Needham MA Private Residence,brian.daylewis@lpl.com,,Salesforce
9541230,,Bart Wear,,,bwear2@gmail.com,,List import
9608829,,Beth Gatewood,,,regainedbills@gmail.com,,List import
10770921,Inactive Investor,Kevin Williamson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",kevin.d.williamson@ampf.com,,Salesforce
10800317,Inactive Investor,Timothy Mellon,,"Osaic Wealth, Inc. Greensboro NC 701 Green Valley Rd",,,Salesforce
11143891,Inactive Investor,David Hjorth,,NYLIFE Securities LLC Upland CA 414 N 2nd Ave,dhjorth1@ft.newyorklife.com,,Salesforce
9632035,,Gabriel Nunes,,,gabrielgnunes@gmail.com,,List import
237305,, -,,[[Unknown]],brtgbsn119@gmail.com,,Organic Search
11067200,Inactive Investor,Peni Bartlett,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",peni.bartlett@schwab.com,,Salesforce
11157124,Inactive Investor,Lynn Haefs,,"Wells Fargo Advisors Financial Network, LLC Fond Du Lac WI 249 N Country Ln",lynn.haefs@wellsfargoadvisors.com,,Salesforce
11088998,Inactive Investor,Joseph Yastrub,Advisor Consultant;Senior Vice President,Neuberger Berman BD LLC San Rafael CA Private Residence,,,Salesforce
10611204,,Christopher Coppola,Financial Advisor,,christopher.coppola@ampf.com,,List Import
341634,,Philip Nussbaum,Board Member,"Pt Asset Management, Llc",pnussbaum@ptamfunds.com,312-521-1000,Manual List Upload
10850722,Inactive Investor,Thomas Mury,Portfolio Manager,J.P. Morgan Securities LLC Denver CO 1455 16th St,thomas.r.mury@jpmorgan.com,,Salesforce
11195446,Inactive Investor,Matthew Ulrich,Director;Member;Partner,Ulrich Investment Consultants San Antonio TX 711 Broadway St,,,Salesforce
11129237,Inactive Investor,Hunter Alexander,Associate Client Advisor,Arvest Wealth Management Rogers AR 5201 Village Pkwy,halexander@arvest.com,,Salesforce
11063833,Inactive Investor,Norman Bergey,,PFS Investments Inc. Quakertown PA 101 E Mill St,norman.bergey@primerica.com,,Salesforce
11172847,Inactive Investor,Douglas Chilton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 975 Patton Ave",douglas.chilton@ml.com,,Salesforce
11010783,Inactive Investor,Frank Acito,,"Osaic Wealth, Inc. Haddonfield NJ 35 Kings Hwy E",,,Salesforce
9584403,,Fndy Dtkrmat,,,dtkrmatfandy@gmail.com,,List import
10963552,Inactive Investor,Kelsey Rubens,,"Wells Fargo Clearing Services, LLC Great Falls MT 2215 10th Ave S",,,Salesforce
11173911,Inactive Investor,Victor Cannistra,Partner;President,Cannistra Financial Advisors Inc.,victorc@cannistracpa.com,,Salesforce
10756638,Inactive Investor,Evan Taylor,Account Vice President;Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,evan.taylor@ubs.com,,Salesforce
10836590,Inactive Investor,Joseph Irving,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",joseph.irving@equitable.com,,Salesforce
10983417,Inactive Investor,Frank Dimicelli,Chief Compliance Officer;Financial Strategist;Managing Partner,Compass Financial Group,frank@compassfinancialsa.com,,Salesforce
11007904,Inactive Investor,Morgan Lawrence,,"AE Financial Services, LLC Topeka KS 4125 SW Gage Center Dr",,,Salesforce
10939011,Inactive Investor,Bonnie Hodge,Member,"Hodge Financial Services, LLC",,,Salesforce
1001475,Inactive Investor,Yaniv Altshuler,,Secondary Investor Emails,yaniv.altshuler@gmail.com,,
201796,,James Cawley,,[Unknown],dieselflush@yahoo.com,,source
9563892,,Lee H Bristow,,,lee@pcgwaco.com,,List import
10957285,Inactive Investor,Sabrina Tolley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10861334,Inactive Investor,Jodi Crouch,,The Huntington Investment Company Burlington KY 2252 Burlington Pike,jodi.crouch@huntington.com,,Salesforce
213204,,Doug McClung,,[Unknown],doug_mcclung@hotmail.com,,Webinar
11094795,Inactive Investor,Ian Kothe-Flescher,Chief Compliance Officer;Financial Advisor;President,1823 Wealth Management LLC,ian@1823wealthmanagement.com,,Salesforce
10949682,Inactive Investor,David Wilson,Chief Executive Officer;Financial Advisor,Ongoing Wealth Management,,,Salesforce
10929168,Inactive Investor,Daniel Carrera,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,dan.carrera.vaabv7@statefarm.com,,Salesforce
9415722,,Christopher Field,,Christopher Field,csfield1@gmail.com,,3rd Party Lead Gen
11045752,Inactive Investor,Alex Alston,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tyler TX 320 S Broadway Ave",alex.alston@ampf.com,,Salesforce
10920536,Inactive Investor,Hearne Harralson,,Robert W. Baird & Co. Incorporated Murray KY 1710 State Rte 121 N,,,Salesforce
10871743,Inactive Investor,Cheryl Langston,,Edelman Financial Engines Ashburn VA 19775 Belmont Executive Plz,,,Salesforce
9551824,,Spencer Hempleman,,,spencer@ardsley.com,,List import
10912141,Inactive Investor,Lawrence Springer,,"Osaic Wealth, Inc. Hockessin DE 722 Yorklyn Rd",lspringer@osaicwealth.com,,Salesforce
10617717,,Richard Stanfel,,,richard.stanfel@wellsfargoadvisors.com,,List Import
198455,,Daniel Sturgis,,United States,peppermill217@gmail.com,,
248544,,David Castillo,Lawyer,Treebu Capital,david.castillo@treebucapital.com,,Manual List Upload
11167989,Inactive Investor,Jeremy Hebb,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,jeremy.hebb@fidelity.com,,Salesforce
10939814,Inactive Investor,Doug Phillips,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10961672,Inactive Investor,Cindy Call,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cindy.call@fidelity.com,,Salesforce
234849,, -,,[[Unknown]],aladingit@gmail.com,,
10776969,Inactive Investor,Suzanne Newhall,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,suzanne.newhall@fidelity.com,,Salesforce
11032745,Inactive Investor,Nancy Carley,,PNC Investments Houston TX 2200 Post Oak Blvd,nancy.carley@pnc.com,,Salesforce
10876410,Inactive Investor,Abel Araujo,Financial Advisor,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",abel.araujo@wellsfargoadvisors.com,,Salesforce
10821192,Inactive Investor,Sean Hogan,Financial Advisor,Edward Jones Sherborn MA 24 N Main St,sean.hogan@edwardjones.com,,Salesforce
9644175,,Derek Reisinger,,,derek.reisinger@brcap.com,,List import
10882726,Inactive Investor,James Irwin,Director - Research;Financial Planner,NorthStar Capital Advisors LLC Charlotte NC 521 East Blvd,jimmyirwin@nstarcapital.com,,Salesforce
11129940,Inactive Investor,Peter Mainstain,Partner;Shareholder,AMI Asset Management Corp,pmainstain@amiassetmanagement.com,,Salesforce
9597391,,Joe Boden,,,jboden@epwealth.com,,List import
10934567,Inactive Investor,Alexander Corrente,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",alexander.corrente@nm.com,,Salesforce
11234544,Inactive Investor,Michael Stevens,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11202172,Inactive Investor,Kaitlyn Conte,Assistant Vice President,"Massachusetts Wealth Management, LLC",,,Salesforce
10969842,Inactive Investor,Jeffrey Thatcher,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",jeff.thatcher@cunamutual.com,,Salesforce
11218065,,Beth Mikitin,,,beth.mikitin@edwardjones.com,,List Import
10806471,Inactive Investor,John Slyman,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",john_slyman@ml.com,,Salesforce
10891284,Inactive Investor,Shkurta Ulaj,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 2895 Richmond Ave",shkurta.ulaj@ml.com,,Salesforce
10888006,Inactive Investor,Julho Kara,Financial Advisor,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",julho.kara@tiaa.org,,Salesforce
11190637,Inactive Investor,Joshua Mason,Senior Wealth Advisor,"WBH Advisory, Inc.",jmason@wbhadvisory.com,,Salesforce
11184614,Inactive Investor,Robert Graettinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Myers FL 12140 Carissa Commerce Ct",robert.graettinger@wellsfargo.com,,Salesforce
9644300,,Dongcun Yang,,,yangdongcun@qq.com,,List import
9582769,,Kamil Gazizullin,,,kgazizullin@ascribecapital.com,,List import
11123240,Inactive Investor,Quenton Ford,Financial Advisor,J.P. Morgan Securities LLC Elizabethtown KY 1200 N Dixie Hwy,quenton.ford@jpmorgan.com,,Salesforce
11094649,Inactive Investor,David Eck,Founder;Wealth Advisor,"Inspire Advisors, LLC Liberty Lake WA 23403 E Mission Ave",,,Salesforce
10901423,Inactive Investor,Aaron Katyl,,LPL Financial LLC Allentown PA 1620 W Highland St,aaron.katyl@lpl.com,,Salesforce
10494160,,Stephen Capurso,ETF Issuer relations and program trading.,Old Mission,stephen.capurso@oldmissioncapital.com,,List Import
11181739,Inactive Investor,Theresa Durnbaugh,Senior Registered Associate,Morgan Stanley Easton MD 28601 Marlboro Ave,theresa.durnbaugh@morganstanley.com,,Salesforce
175666,,Kyle Cleeton,Senior Analyst,[Unknown],kcleeton@lepercq.com, +1 212 698 0779,Database Upload
10987760,Inactive Investor,Shaobo Zhong,,William Blair,,,Salesforce
9548995,,Kenneth Krey,,,kkrey@gunnchamberlain.com,,List import
10824093,Inactive Investor,Cathy Schmitt,,NYLIFE Securities LLC Mitchell SD 411 S Ohlman St,cbowman@ft.newyorklife.com,,Salesforce
11069448,Inactive Investor,Nancy Kahler,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",nancy.kahler@schwab.com,,Salesforce
11015397,Inactive Investor,Craig Stiles,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC East Lansing MI 2651 Coolidge Rd",,,Salesforce
11177935,Inactive Investor,Michelle Maleski,Financial Advisor,Edward Jones Chicago IL 2001 W Montrose Ave,michelle.maleski@edwardjones.com,,Salesforce
9620702,,Nuno Esculcas,,,nesculcas@yahoo.com,,List import
10679670,,Michael Cowen,,,skullyhsd@gmail.com,,Web Form Fillout
11081347,Inactive Investor,Justin Corbin,Financial Advisor,"Vanderbilt Securities, LLC Rochester NY 755 Jefferson Rd",jcorbin@ae.cadaretgrant.com,,Salesforce
11255068,Inactive Investor,Brett Cloe,Associate Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3060 Peachtree Rd NW",,,Salesforce
11191323,Inactive Investor,David Piscatelli,,"Zeus Financial, LLC",,,Salesforce
10847743,Inactive Investor,Andrew Alexander,,"Raymond James Financial Services, Inc. Meadville PA 911 Diamond Park",andrew.alexander@raymondjames.com,,Salesforce
336588,,Josh Joffe,Director Of Investments,"Revolve Wealth Partners, Llc",joshua.joffe@revolvewealth.com,201-373-2163,Manual List Upload
11146480,Inactive Investor,Adam Razov,Associate Complex Manager;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,adam.razov@morganstanley.com,,Salesforce
1737564,,Neil DSouza,,[Unknown],neilwins@hotmail.com,,
10953255,Inactive Investor,Anil Chacko,Chief Financial Officer;Co-Founder;Financial Advisor;Managing Member,Ark Alliance Financial LLC,anil.chacko@arkalliancefinancial.com,,Salesforce
149631,,Ivan Escalante,,[Unknown],ivanescalante_ct@yahoo.com,,Webinar
11070151,Inactive Investor,Sharon Shear,Financial Advisor,J.P. Morgan Securities LLC Boca Raton FL 7045 Beracasa Way,sharon.shear@jpmorgan.com,,Salesforce
9619412,,James Cunnane,,,jcunnane@advisoryresearch.com,,List import
9605023,,Brian Jacobs,,,brian.jacobs@radnorfinancial.com,,List import
11260500,Inactive Investor,Brian Cunning,Financial Advisor;Senior Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
10762943,Inactive Investor,Brian Glatz,Director - Research;Senior Portfolio Manager,"Capital Wealth Management, LLC",brian@capitalwealthllc.com,,Salesforce
10949750,Inactive Investor,Luis Fernandez,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",,,Salesforce
11157086,Inactive Investor,Christopher Williams,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Caldwell ID 607 Cleveland Blvd",christopher.williams@usbank.com,,Salesforce
11169227,Inactive Investor,Christine O'Brien,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Sharon PA 1012 E State St",christine.obrien@prudential.com,,Salesforce
10989611,Inactive Investor,Jason Dudley,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",jason.dudley@nm.com,,Salesforce
10618831,,Judy Van Arsdale,,,jvanarsdale@sageviewadvisory.com,,List Import
10972374,Inactive Investor,Thomas Rasmussen,Wealth Advisor,"BlueSky Wealth Advisors, LLC West Richland WA Private Residence",thomasrasmussen@blueskywa.com,,Salesforce
10648464,,Keven Coe,,,keven.coe@fmr.com,,List Import
11134607,Inactive Investor,Stanley Strelish,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,stanley_strelish@vanguard.com,,Salesforce
373643,,Sheldon Gross,,[Unknown],ashlay77@gmail.com,,source
10994091,Inactive Investor,Jason Hetland,Financial Consultant;Partner,"Bleakley Financial Group, LLC Osseo MN 7365 Kirkwood Court N",jason.hetland@bleakley.com,,Salesforce
10596045,Inactive Investor,Ort Chen,Chief Investment Officer,Ort Chen,,,Salesforce
351631,,Pottow Pottow,"Co-Founder, Managing Director",Gcp Capital Partners Llc,fpottow@gcpcapital.com,212-894-0600,Manual List Upload
10854622,Inactive Investor,Rosanna Shreve,,J.P. Morgan Securities LLC Metairie LA 3420 Severn Ave,rosanna.g.shreve@chase.com,,Salesforce
9624394,,Raj Gottipati,,,ozcsr007@gmail.com,,List import
10844501,Inactive Investor,Cesar Guzman,,Country Capital Management Company Scottsdale AZ 9835 E Bell Rd,c.guzman@countryfinancial.com,,Salesforce
11072276,Inactive Investor,Monica Yeung,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",yeung.monica@principal.com,,Salesforce
9646071,,June Yu,,,yuxinhegua@gmail.com,,List import
10811796,Inactive Investor,Scott Newton,First Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,scott.newton@ubs.com,,Salesforce
9572737,,Kimberly Grone,,,kimberly.grone@pnc.com,,List import
10808910,Inactive Investor,Cody Fair,Regional Vice President,PFS Investments Inc. Auburn WA 2020 A St SE,cody.fair@primerica.com,,Salesforce
11079141,Inactive Investor,Brian Maciejewski,Financial Professional,LPL Financial LLC Shawano WI 101 N Main St,brian.maciejewski@lpl.com,,Salesforce
10762030,Inactive Investor,Mary Megginson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",mary_megginson@ml.com,,Salesforce
11025877,Inactive Investor,Robert Scherzer,,"Pensionmark Securities, LLC New York NY 1700 Broadway",bscherzer@pensionmark.com,,Salesforce
10782696,Inactive Investor,William Petschl,,Van Clemens & Co. Incorporated,wpetschl@vanclemens.com,,Salesforce
10766732,Inactive Investor,Gregory Underhill,Director,Morgan Stanley Potomac MD 12505 Park Potomac Ave,gregory.underhill@morganstanley.com,,Salesforce
10884957,Inactive Investor,Michelle Chapman,,"Ameriprise Financial Services, LLC Bradford PA 46 Davis St",michelle.h.chapman@ampf.com,,Salesforce
9613753,,David Crowley,,,davidcameroncrowley@gmail.com,,List import
10833824,Inactive Investor,Amy Burg,Financial Professional,"Equitable Advisors, LLC Saint Paul MN 3820 Cleveland Ave N",amy.burg@equitable.com,,Salesforce
10893945,Inactive Investor,Randall Rubenstein,Financial Professional,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",randallrubenstein@financialguide.com,,Salesforce
9588231,,Jeffrey Puglia,,,jeff@bdfsmail.com,,List import
152620,,Nguyen Hoang,,[Unknown],chillepepper2014@gmail.com,,Paid Social
11042638,Inactive Investor,Douglas Davis,,Country Capital Management Company Le Roy IL 101 E Cherry St,douglas.davis@countryfinancial.com,,Salesforce
10896655,Inactive Investor,Evan Nelson,Member;Principal;Relationship Manager;Senior Relationship Manager,"Orgel Wealth Management, LLC",evan.nelson@orgelwealth.com,,Salesforce
11171531,Inactive Investor,Tanya Campbell,,"Voya Financial Advisors, Inc. Indianapolis IN Private Residence",tanya.campbell@voya.com,,Salesforce
10917214,Inactive Investor,Susanne Rosenfeldt,,"Raymond James Financial Services, Inc.",susanne.rosenfeldt@raymondjames.com,,Salesforce
11020521,Inactive Investor,Chandrasen Gunda,Chief Compliance Officer;Principal,Nurture Investment Strategies LLC,,,Salesforce
10832138,Inactive Investor,Jared Samos,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,jared.samos@morganstanleypwm.com,,Salesforce
210321,,kevin vlerick,,[Unknown],kevinvvv@hotmail.com,,Organic Search
11042521,Inactive Investor,Michelle Swafford,,"Ameriprise Financial Services, LLC Harrison AR 307 N Chestnut St",michelle.swafford@ampf.com,,Salesforce
9598578,,Suzanne Wetzel,,,swetzel@brfinc.com,,List import
10647582,,Clifford Hickerson,,,cliff.hickerson@wellsfargoadvisors.com,,List Import
9555842,,Edward Nicolls,,,ed.nicolls@transamerica.com,,List import
10985869,Inactive Investor,John Rogers,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,,,Salesforce
11176704,Inactive Investor,Vincent Saccone,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,vincent_saccone@glic.com,,Salesforce
9550519,,Ronald Kipusing,,,ronaldkipusing02@gmail.com,,List import
10788053,Inactive Investor,Aaron Burch,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",aaron.burch@schwab.com,,Salesforce
11094609,Inactive Investor,Alan Winsand,Financial Advisor,"Harbour Investments, Inc. Verona WI 110 Enterprise Dr",,,Salesforce
11095062,Inactive Investor,Jordan Humble,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9572868,,Josh Daviau,,,joshuadaviau1@gmail.com,,List import
11164644,Inactive Investor,Michael Enright,Branch Director;Financial Advisor;Managing Director,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",mike.enright@rbc.com,,Salesforce
11072024,Inactive Investor,James Murphree,,The O.N. Equity Sales Company Lake Forest IL 100 Saunders Rd,,,Salesforce
10797756,Inactive Investor,Jeff James,,"The Investment Center, Inc. Baton Rouge LA 2834 S Sherwood Forest Blvd",jjames@investmentctr.com,,Salesforce
10852699,Inactive Investor,Justin Aikens,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd W",justin.aikens@ml.com,,Salesforce
235494,, -,,[[Unknown]],tmribal@gmail.com,,Direct
10899933,Inactive Investor,Tonya McKinney,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tonya.mckinney@tiaa.org,,Salesforce
246114,,Not Provided,Attorney,"California Department of Financial Protection and Innovation - Sacramento, CA",jeremy.koo@dfpi.ca.gov,,Manual List Upload
229454,, -,,[[Unknown]],topof21c@gmail.com,,Organic Search
10880147,Inactive Investor,Daniel Josey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,daniel.josey@fmr.com,,Salesforce
9642197,,Arnaldo Cassin,,,arnaldo123@andres.com,,List import
9620951,,Ravin Kanongkiat,,,ravin44157@gmail.com,,List import
10884840,Inactive Investor,Richard Horwitch,Financial Advisor,"Raymond James & Associates, Inc. Chicago IL 303 E Wacker Dr",richard.horwitch@raymondjames.com,,Salesforce
10947594,Inactive Investor,Alex Martinez,Relationship Officer;Vice President,Citigroup Global Markets Inc.,alex.r.martinez@citi.com,,Salesforce
10948554,Inactive Investor,Haivyl Lopez,,"Truist Investment Services, Inc. Miami FL 777 Brickell Ave",hlopez@truist.com,,Salesforce
10858725,Inactive Investor,Melissa Herzog,Vice President,"Raymond James & Associates, Inc. Chapel Hill NC 101 Glen Lennox Dr",melissa.herzog@raymondjames.com,,Salesforce
10881381,Inactive Investor,Alicia Parsons,,Stephens,adavis@stephens.com,,Salesforce
10982431,Inactive Investor,Richard Cho,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,rucho@ft.newyorklife.com,,Salesforce
9562193,,ejayan alahbabi,,,ejayan.al-ahbabi@alrayan.com,,List import
10894544,Inactive Investor,Leon Levinson,,"Osaic FS, Inc. Houston TX 4848 Loop Central Dr",,,Salesforce
10809233,Inactive Investor,April Leitch,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",april_leitch@ml.com,,Salesforce
11045846,Inactive Investor,Kai Kang,,Laidlaw & Company (UK) Ltd. Pasadena CA 680 E Colorado Blvd,kkang@laidlawltd.com,,Salesforce
11171518,Inactive Investor,Matthew Goldi,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",matthew.goldi@nm.com,,Salesforce
11235311,Inactive Investor,Christopher Burke,Co-Founder,"Apollon Wealth Management, LLC Glenview IL Private Residence",,,Salesforce
10801282,Inactive Investor,James Tuminello,,UBS Financial Services Inc. Seattle WA 925 4th Ave,james.tuminello@ubs.com,,Salesforce
9632270,,Adil Zharmukhambetov,,,azharmukhambetov@nu.edu.kz,,List import
10824402,Inactive Investor,Patrick Cloutier,Financial Advisor,LPL Financial LLC McKinney TX 119 W Virginia St,,,Salesforce
11255209,Inactive Investor,Mark Kersten,Financial Advisor;Vice President,Financial Services of America Advisors,mkersten@fsa-1.com,,Salesforce
11109044,Inactive Investor,Mason Grothuesmann,,"Bankers Life Securities, Inc. Denver CO 3401 Quebec St",mason.grothuesmann@bankerslife.com,,Salesforce
9570603,,Malte Wagenbach,,,malte@joshwagenbach.com,,List import
9575622,,muhamad ahyani -,,,muhamadahyani1603@gmail.com,,List import
10891946,Inactive Investor,Pedro Gomez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",pgomez2@ml.com,,Salesforce
10838863,Inactive Investor,John Grimmett,,"Raymond James Financial Services, Inc. Redding CA 1250 Hilltop Dr",,,Salesforce
11235227,Inactive Investor,Jordan Freiburghaus,Chief - Staff;Wealth Advisor,RW Investment Management LLC,,,Salesforce
11187415,Inactive Investor,Reginald Beason,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",rbeason@nationallife.com,,Salesforce
11259930,Inactive Investor,Jared O'Donnell,,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",,,Salesforce
11209249,Inactive Investor,Kimberly Stonecipher-Fisher,,"Principal Securities, Inc. Columbia MO Private Residence",stonecipher-fisher.kim@principal.com,,Salesforce
11175837,Inactive Investor,Debora Perez,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,dperez@ft.newyorklife.com,,Salesforce
230347,,Deepak Kini -,,Deepak Kini [[Unknown]],dksoxpats@gmail.com,,
10874888,Inactive Investor,Jaceson Anderson,,Morgan Stanley South Jordan UT 680 W 10000 S,jaceson.anderson@morganstanley.com,,Salesforce
10919448,Inactive Investor,Jamey Graham,,United Planners' Financial Services of America A Limited Partner Prosper TX Private Residence,,,Salesforce
11110609,Inactive Investor,Ana Almeciga,,"Wells Fargo Clearing Services, LLC Miami FL 14600 SW 26th St",ana.almeciga@wellsfargoadvisors.com,,Salesforce
10820001,Inactive Investor,Patrick Strehl,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",patrick.strehl@stifel.com,,Salesforce
10923870,Inactive Investor,Eric Holtz,,"Realta Equities, Inc.",,,Salesforce
9555121,,Charles Carlin,,,ccarlin@ayco.com,,
10808328,Inactive Investor,Brayton Klaus,,"Northwestern Mutual Investment Services, LLC Cape Girardeau MO 1307 N Mount Auburn Rd",brayton.klaus@nm.com,,Salesforce
11180819,Inactive Investor,Michael Nicholson,,"Wells Fargo Clearing Services, LLC",michael.nicholson@wellsfargoadvisors.com,,Salesforce
10831667,Inactive Investor,Myron Roe,Financial Advisor,LPL Financial LLC Perham MN 301 W Main St,myron.roe@lpl.com,,Salesforce
9557642,,Charles Raitt,,,charles.raitt@fmr.com,,List import
11133467,Inactive Investor,Robert Berriman,,Stonex Securities Inc. West Suffield CT Private Residence,robert.berriman@saswealth.com,,Salesforce
10723700,,Carlos González del Valle Menéndez,,,carlosgonzalezdelvallemenendez@gmail.com,,Web Form Fillout
10778457,Inactive Investor,Stephen Sharkey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",steve.sharkey@ml.com,,Salesforce
11010123,Inactive Investor,Alexander Brown,Compliance Supervisor,LPL Financial LLC San Diego CA 4707 Executive Dr,alexander.brown@lpl.com,,Salesforce
9558309,,Jason Diosa,,,jason.diosa@fidelity.com,,List import
11205999,Inactive Investor,Karl Cedarleaf,Vice President,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",karl.cedarleaf@raymondjames.com,,Salesforce
10487106,,Hayden Bowring,"Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",hayden.bowring@ml.com,,List Import
10776196,Inactive Investor,Miyuki Kiyota,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",miyuki.kiyota@ml.com,,Salesforce
9552363,,Marilé De Villiers,,,mariledev@gmail.com,,List import
10783333,Inactive Investor,Michael Spicer,,Park Avenue Securities LLC Cockeysville MD 307 International Cir,michael_spicer@glic.com,,Salesforce
11154168,Inactive Investor,Christopher Amon,Wealth Planning Advisor,"Osaic FA, Inc. Glastonbury CT 10 Commerce St",christopher.amon@lfg.com,,Salesforce
11155823,Inactive Investor,Aaron Vasil,Vice President,"North South Capital, LLC",avasil@northsouthcap.com,,Salesforce
9633757,,Gustavo Robles,,,grobles@ejecutivos.com,,List import
10893790,Inactive Investor,Robert Dierking,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10982519,Inactive Investor,Nina Mae Jasmine Dionisio,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
72805,,Alfredo Guerrero,,"Transamerica Financial Advisors, Inc",al.guerrero@transamerica.com,972-836-9758,
235561,, -,,[[Unknown]],bbtes9@gmail.com,,
11110094,Inactive Investor,Mark Vanderhagen,Chief Compliance Officer;President,Wealth Advisors Group,markv@wealthag.com,,Salesforce
10792265,Inactive Investor,Blaine Carr,Chief Financial Officer;Senior Wealth Advisor;Treasurer,"Petersen Hastings Wealth Advisors, Inc.",blainec@petersenhastings.com,,Salesforce
9586799,,Edward Loomis,,,eloomis@financialguide.com,,List import
10801906,Inactive Investor,Cory Van Duyn,Financial Advisor,Edward Jones Dell Rapids SD 1403 N Hwy 77,cory.vanduyn@edwardjones.com,,Salesforce
11087906,Inactive Investor,Barret Loux,Financial Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",barret.loux@nm.com,,Salesforce
10784278,Inactive Investor,Brad McBrair,Senior Client Associate,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",brad.mcbrair@wellsfargoadvisors.com,,Salesforce
10462232,,Simone Taddei,,,wakebotta@gmail.com,,Web Form Fillout
11210375,Inactive Investor,Paul Dau,Financial Advisor,Edward Jones Wausau WI 1250A W Campus Dr,paul.dau@edwardjones.com,,Salesforce
11000408,Inactive Investor,Cody Koon,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",cody.koon@nm.com,,Salesforce
11117410,Inactive Investor,Paul Leeming,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Hartford CT 1 State St,paul.leeming@ubs.com,,Salesforce
10832826,Inactive Investor,Anna Gerber,Division Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",,,Salesforce
373196,,Shang Wang,,[Unknown],barrywang@gmail.com,,source
10848783,Inactive Investor,Ronald Demers,Financial Advisor,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,rdemers@rwbaird.com,,Salesforce
10814692,Inactive Investor,James Hofman,Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",james.hofman@wellsfargoadvisors.com,,Salesforce
10615494,,Jonathan Fladell,"Financial Advisor, Managing Director",,jonathan.fladell@morganstanley.com,,List Import
226975,, -,,[Unknown],aschaoliver@gmail.com,,
10881415,Inactive Investor,Bryan Pitney,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Providence RI 75 Fountain St",bryan.pitney@schwab.com,,Salesforce
72092,,Hyngghee Kim,Financial Services Representative,"MML Investors Services, LLC",hyunggheekim@financialguide.com,404-255-0118,
10946746,Inactive Investor,Judi Gordon,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,,,Salesforce
1001956,Inactive Investor,Yuriy Shteinbuk,Portfolio Manager,CAM Capital,yshteinbuk@camcapital.com, +1 212 205 6800,Database Upload
10804725,Inactive Investor,Jason Powell,,Fidelity Brokerage Services LLC,,,Salesforce
9646038,,Aldo Peralta,,,utdarsenal@gmail.com,,List import
11014746,Inactive Investor,Tyler Linson,,"Fifth Third Securities, Inc. Evansville IN 2320 W Illinois St",tyler.linson@53.com,,Salesforce
9565962,,Russell Campion,,,rcampion@williamblair.com,,List import
370678,,Al Khizer,,Pakistan,alkhizer11@gmail.com,,Salesforce
10928267,Inactive Investor,Carey Black,,"Southeast Investments, N.C., Inc. Georgetown SC 1806 Highmarket St",,,Salesforce
11036527,Inactive Investor,Kristine Hearst,,"Allstate Financial Services, LLC Rensselaer NY 146 Columbia Tpke",kristinehearst@allstate.com,,Salesforce
211887,,Calcody-Lee Mcneill,,[Unknown],calv202020@gmail.com,,Direct
11100469,Inactive Investor,Bradley McGrew,Chief Compliance Officer;Member;Partner,Waypoint Wealth Counsel LLC,bmcgrew@waypointwc.com,,Salesforce
11189317,Inactive Investor,Tod Masin,Investment Advisor Representative,LPL Financial LLC Lincoln NE 4827 Pioneers Blvd,tod.masin@lpl.com,,Salesforce
10489995,,Lindsey Wilson,Financial Advisor,SageSpring Wealth Partners Frisco TX 2601 Network Blvd,lindsey.wilson@swinvestmentgroup.com,,List Import
9625270,,Bart Swift,,,li1729135930@gmail.com,,List import
11159566,Inactive Investor,Lanie Santa Cruz,,"Truist Investment Services, Inc. Rockville MD 1800 Rockville Pike",lanie.santacruz@truist.com,,Salesforce
11188250,Inactive Investor,Matthew Heckmann,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",,,Salesforce
9620898,,Jim McKinley,,,jim@workinovertime.com,,List import
11152874,Inactive Investor,Lawrence Levin,,"Avantax Investment Services, Inc. Buffalo NY 501 John James Audubon Pkwy",,,Salesforce
10864214,Inactive Investor,Lauren Buddig,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",lauren.buddig@northerntrust.com,,Salesforce
10954541,Inactive Investor,Kathrina Mapoy,Wealth Advisor,Citigroup Global Markets Inc. New York NY 205 E 42nd St,kathrina.mapoy@citi.com,,Salesforce
11005620,Inactive Investor,Alan Cohen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",,,Salesforce
10760235,Inactive Investor,Robert Bolber,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",robert_bolber@ml.com,,Salesforce
11035084,Inactive Investor,Heather Mcmaster,Financial Advisor,LPL Financial LLC Wadsworth OH Private Residence,heather.mcmaster@lpl.com,,Salesforce
11056949,Inactive Investor,Nicholas Novoa,,"TastyTrade, Inc.",,,Salesforce
10889145,Inactive Investor,Michael Bristoll,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_bristoll@vanguard.com,,Salesforce
10907687,Inactive Investor,John Gates,,"Horace Mann Investors, Inc. West Monroe LA 1510 Cypress St",john.gates@horacemann.com,,Salesforce
342966,,Jaime Trejo,Senior Managing Consultant,Pfm Asset Management Llc,trejoj@pfm.com,717-231-6200,Manual List Upload
11232120,Inactive Investor,Terry Holcomb,,Thurston Springer Financial Oklahoma City OK 3401 NW 63rd St,,,Salesforce
11042577,Inactive Investor,Scott Huff,Chief Compliance Officer;Investment Advisor Representative;Managing Member,River Wealth Management LLC,scott@riverwm.com,,Salesforce
10935648,Inactive Investor,Jason Garey,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",,,Salesforce
10920390,Inactive Investor,Michael Pender,Financial Advisor Trainee,Edward Jones Saint Paul MN 2130 Cliff Rd,michael.pender@edwardjones.com,,Salesforce
11113250,Inactive Investor,Rebecca Berg,Financial Advisor,Edward Jones Saint Croix Falls WI 144 N Washington St,rebecca.berg@edwardjones.com,,Salesforce
10993153,Inactive Investor,Scott Wilke,,J.P. Morgan Securities LLC Plano TX 6101 Legacy Dr,scott.wilke@jpmorgan.com,,Salesforce
10911095,Inactive Investor,Rodrick Peyton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,rodrick.peyton@fidelity.com,,Salesforce
9599846,,Aubrey Helms,,,aubrey.helms@tigerva.com,,List import
10892496,Inactive Investor,David Hovis,,"Cambridge Investment Research, Inc. Saint Louis MO 3660 S Geyer Rd",,,Salesforce
341236,,Andrew Cialino,"Vice President, Head, Business Development",Sfw Capital Partners,acialino@sfwcap.com,914-510-8910,Manual List Upload
10784824,Inactive Investor,Emilio Sanchez,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,emilio.sanchez@morganstanley.com,,Salesforce
10860991,Inactive Investor,Scott Freeman,,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
11220993,,Yue Gu,,,yue_gu@vanguard.com,,List Import
11066808,Inactive Investor,Frederick Wedell,Chief Investment Officer,"RFG Advisory, LLC Birmingham AL 1400 Urban Center Dr",rwedell@rfgadvisory.com,,Salesforce
221449,,L Jacobson,,[Unknown],jeanbaptiste29@icloud.com,,
346096,,Kimmie Mathis-doumis,Chief Compliance Officer,"Oxbow Advisors, Llc",kmathis-doumis@oxbowadv.com,512-386-1088,
10994300,Inactive Investor,Kenneth Keith,Client Relationship Specialist,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",,,Salesforce
10953604,Inactive Investor,Daniel Rochon,Financial Advisor,Edward Jones Easthampton MA 179 Northampton St,daniel.rochon@edwardjones.com,,Salesforce
9552448,,Matthew Dinville,,,dinville.matt@principal.com,,List import
10879594,Inactive Investor,Lisa Harris,,The Huntington Investment Company Massillon OH 7979 Hill And Dales Rd NW,lisa.harris@huntington.com,,Salesforce
10839737,Inactive Investor,Matthew Taylor,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,matthew.d.taylor2@fmr.com,,Salesforce
10922754,Inactive Investor,Taylor Whitford,,"Truist Investment Services, Inc. New Bern NC 375 S Front St",taylor.whitford@truist.com,,Salesforce
11172036,Inactive Investor,Robert Burger,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",robert.burger@nm.com,,Salesforce
11063728,Inactive Investor,Michael Kay,Financial Advisor,PNC Investments Scottsdale AZ 7155 E Thunderbird Rd,michael.kay@pnc.com,,Salesforce
10785948,Inactive Investor,Drew Caravella,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,drew.caravella@jpmorgan.com,,Salesforce
11002415,Inactive Investor,Clifford Paulson,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",clifford.paulson@nm.com,,Salesforce
11081480,Inactive Investor,Jordon Leon,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jordon_leon@vanguard.com,,Salesforce
10949140,Inactive Investor,Nuviana Acosta,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hollywood FL 10050 Pines Blvd",nuviana.acosta@ml.com,,Salesforce
10796796,Inactive Investor,David Lusteg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",david_lusteg@ml.com,,Salesforce
11174217,Inactive Investor,Dustin Hamm,Financial Advisor,Edward Jones Fort Wayne IN 6430 Georgetown North Blvd,dustin.hamm@edwardjones.com,,Salesforce
10939981,Inactive Investor,John Honebrink,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,,,Salesforce
345429,,Scott Rives,Client Advisor,Ballew Advisors Inc,scottr@ballewwealth.com,601-368-3500,Manual List Upload
11033369,Inactive Investor,Marco Rodriguez,Director - Research,"Lee Financial Company, LLC",mrodriguez@leefin.com,,Salesforce
10781730,Inactive Investor,Sharry Hawkins,,"Wells Fargo Clearing Services, LLC Venice FL 1699 US Hwy 41 Bypass S",sharry.hawkins@wellsfargoadvisors.com,,Salesforce
11164106,Inactive Investor,Edward Stiles,,Commonwealth Financial Network Kennett Square PA 200 N Union St,estiles@commonwealth.com,,Salesforce
11231927,Inactive Investor,Taylor Stone,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,,,Salesforce
10999111,Inactive Investor,Shanna Ross,,"Principal Securities, Inc.",ross.shanna@principal.com,,Salesforce
216190,,Karim Lahcene,,[Unknown],karimlahcene@yahoo.com,,Event
10785233,Inactive Investor,Sharqueece Banks,Senior Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",shar.banks@tiaa.org,,Salesforce
192536,,Alexis Abric,,Cirba Consult,alexis.abric@cirbaconsult.com,,
11173030,Inactive Investor,Sean Keating,,Cetera Advisor Networks LLC Shrewsbury NJ 1151 Broad St,,,Salesforce
90004,,Jennifer Mogavero,Chief Compliance Officer,Headinvest,jmogavero@headinvest.com,207-773-5333,
11002214,Inactive Investor,Cheryl LaBonte,,"FBL Marketing Services, LLC Faribault MN 1220 7th St NW",cheryl.labonte@fbfs.com,,Salesforce
10954156,Inactive Investor,Yotam Rosenblat,,Citigroup Global Markets Inc.,,,Salesforce
11161186,Inactive Investor,Kelly Miller,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9602886,,Amy Cattelino,,,amy.cattelino@purefinancial.com,,List import
10869461,Inactive Investor,Thomas Giltner,,"MML Investors Services, LLC Akron OH 1070 Ghent Rd",tgiltner@financialguide.com,,Salesforce
11125764,Inactive Investor,Keith Darnall,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",keith.darnall@schwab.com,,Salesforce
11101629,Inactive Investor,Melinda Gardner,,State Farm VP Management Corp. Houston TX 16809 El Camino Real,,,Salesforce
10776046,Inactive Investor,Margaret Ponder,Advisor,"Wells Fargo Clearing Services, LLC",margaret.nelson@wellsfargoadvisors.com,,Salesforce
11124965,Inactive Investor,Lauren Stowe,Financial Advisor,"Wells Fargo Clearing Services, LLC Grass Valley CA 214 Mill St",lauren.stowe@wellsfargoadvisors.com,,Salesforce
10874608,Inactive Investor,James Chrouser,Financial Advisor,Edward Jones Branson MO 125 W Atlantic St,james.chrouser@edwardjones.com,,Salesforce
10505230,,Sylvester Knox,ceo,The Knox Group Global Wealth management,theknoxgroup@sylvesterknox.com,9732182496,List Import
10930634,Inactive Investor,Richard Maholchic,,"The Leaders Group, Inc.",,,Salesforce
10789709,Inactive Investor,Kara Hohnecker,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,kara.hohnecker@fidelity.com,,Salesforce
11012238,Inactive Investor,Tobie Floyd,,PlanMember Securities Corporation Fort Walton Beach FL 8A Brooks Ave,tobie_floyd@planmembersec.com,,Salesforce
11060595,Inactive Investor,John Gray,Manager,Hamilton Gray Wealth Management LLC,john@hamiltongraywealth.com,,Salesforce
11100602,Inactive Investor,Jamilahre Mcdowell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10804112,Inactive Investor,Dina Greene,,Morgan Stanley Jericho NY 2 Jericho Plz,dina.greene@morganstanley.com,,Salesforce
10783663,Inactive Investor,Jeffrey Stdenis,Chief Executive Officer;Member;President,Vulcan Value Partners LLC,,,Salesforce
10887212,Inactive Investor,Robert Little,Investment Executive,LPL Financial LLC Llano TX 906 W Young St,robert.little@lpl.com,,Salesforce
11135562,Inactive Investor,Nicholas Maddron,,"RBC Capital Markets, LLC",,,Salesforce
10763478,Inactive Investor,Leslie Ashley,Senior Investment Specialist;Wealth Advisor Associate,William Blair Baltimore MD 100 International Dr,lashley@williamblair.com,,Salesforce
9563538,,Tom Griffin,,,tom.griffin@rbc.com,,List import
9605924,,dinesh gm,,,dinesh.re@gmail.com,,List import
10864016,Inactive Investor,Leonard Martin,Financial Advisor,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",leonard.n.martin@wellsfargo.com,,Salesforce
9591256,,Hugo Calenzani,,,hcalenzani@sterneagee.com,,List import
11017299,Inactive Investor,Danny Parenteau,Portfolio Manager;Private Wealth Advisor,Morgan Stanley Hartford CT 225 Asylum St,danny.parenteau@morganstanleypwm.com,,Salesforce
10951225,Inactive Investor,Michael Christensen,,"Farmers Financial Solutions, LLC Helena MT 1117 Helena Ave",,,Salesforce
11172778,Inactive Investor,Naila Abad,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,naila_abad@vanguard.com,,Salesforce
11003855,Inactive Investor,Bradley Sheahan,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,bsheahan@primerica.com,,Salesforce
11073660,Inactive Investor,Timothy Haugaard,Assistant Vice President;Institutional Consulting Analyst;Vice President,Morgan Stanley Deland FL 142 S Woodland Blvd,timothy.haugaard@morganstanley.com,,Salesforce
10661755,,Melissa Imbrogno,,,melissa@raiwealth.com,,List Import
11125297,Inactive Investor,Fay McKnight,,"Allstate Financial Services, LLC Lake City FL 363 SW Baya Dr",fmcknight@allstate.com,,Salesforce
11020010,Inactive Investor,Stephanie Johnston,Vice President,Wedbush Securities Inc. Lake Oswego OR 5885 Meadows Rd,stephanie.johnston@wedbush.com,,Salesforce
11150338,Inactive Investor,Rebekah Cornell,Examiner,LPL Financial LLC,rebekah.cornell@lpl.com,,Salesforce
9604067,,Kevin T Saechao Gary,,,tadipo1460@ngopy.com,,List import
10983863,Inactive Investor,Christopher Bacon,,"Fortune Financial Services, Inc. Toledo OH 7261 W Central Ave",,,Salesforce
9542531,,Messan Kodjo TETEVI,,,messantetevi@gmail.com,,List import
128621,,Collin Stauder,,Plante Moran Financial Advisors,collin.stauder@plantemoran.com,,
11070974,Inactive Investor,Brian Libich,Financial Professional,"Voya Financial Advisors, Inc. Fishers IN 10515 Muir Ln",blibich@voyafa.com,,Salesforce
11140441,Inactive Investor,Douglas Newport,,Commonwealth Financial Network Clinton Township MI 35752 Harper Ave,dnewport@commonwealth.com,,Salesforce
9591993,,Enzo Pellegrino,,,enzo@texaslegacywealth.com,,List import
197552,,Gregor Poga?nik,,Gregor PogaÄ?nik,grega@pogacnik.net,,
10972076,Inactive Investor,Krystle Lespron,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",krystle.lespron@schwab.com,,Salesforce
10940632,Inactive Investor,Patrick Burns,General Counsel,"Nilsine Partners, LLC",,,Salesforce
9588428,,Tom Rothe,,,rothet@hdvest.com,,List import
11029752,Inactive Investor,Ashley Sullivan,Investment Executive,"Fifth Third Securities, Inc. Loveland OH 6403 Branch Hill Guinea Pike",ashley.assanuvat@53.com,,Salesforce
142425,,Patrick Ryan,Investment Advisor Representative,"Equity Services, Inc.",ryan_patrick@nlvmail.com,410-527-7997,
11121431,Inactive Investor,Javier Gonzalez,,J.P. Morgan Securities LLC San Antonio TX 1000 E Basse Rd,javier.m.gonzalezjr@jpmorgan.com,,Salesforce
11163701,Inactive Investor,Scott Boyd,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10869955,Inactive Investor,Matthew Tomasino,Executive Director;Financial Advisor,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,,,Salesforce
334830,,Doris Meister,Chair Of The Board And Chief Executive Officer,"Wilmington Trust Investment Advisors, Inc.",dmeister@mtbia.com,302-651-8118,Manual List Upload
10834890,Inactive Investor,Matt Husted,Financial Advisor,"Wells Fargo Clearing Services, LLC Ventura CA 270 S Mills Rd",matt.husted@wellsfargoadvisors.com,,Salesforce
11129850,Inactive Investor,Stephen Liepold,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",stephen.liepold@schwab.com,,Salesforce
9567233,,Scott Wallschlaeger,,,swalls@mpplplan.com,,List import
11204962,Inactive Investor,Martha Pigg-Formby,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",mpigg@saybruspartners.com,,Salesforce
10604292,,Anthony Vargas,Financial Advisor,"Northwestern Mutual Investment Services, LLC",anthony.r.vargas@nm.com,6192308068,List Import
11022440,Inactive Investor,Michael Finke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11181934,Inactive Investor,Eugene Chaas,Chief Compliance Officer;President,Delaware Avenue Advisors Inc.,gene@delawareaveadvisors.com,,Salesforce
10880971,Inactive Investor,Terry McLemore,,"SCF Securities, Inc. Edmond OK Private Residence",tmclemore@scfsecurities.com,,Salesforce
10790574,Inactive Investor,Akira Kido,Corporate Retirement Director;Financial Advisor;First Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,akira.kido@morganstanley.com,,Salesforce
10851610,Inactive Investor,Carol Niverson,,"Raymond James & Associates, Inc. Marion IN 1800 N Wabash Rd",carol.niverson@raymondjames.com,,Salesforce
352641,,Lee Dranikoff,Managing Director,American Securities Llc,ldranikoff@americansecurities.com,212-476-8000,Manual List Upload
11118393,Inactive Investor,Tanya Mackey,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,mackeyt@ceteranetworks.com,,Salesforce
10830674,Inactive Investor,David Bauman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",david.bauman@ml.com,,Salesforce
374,,,,,waylonwalker@optimum.net,,
10865537,Inactive Investor,Monty Alspaugh,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,maalspaugh@ft.newyorklife.com,,Salesforce
11035287,Inactive Investor,James Forrester,Associate Vice President,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",,,Salesforce
10908137,Inactive Investor,Mark Jacobs,,"Farmers Financial Solutions, LLC Sparks NV 300 Los Altos Pkwy",mjacobs@farmersagent.com,,Salesforce
11175705,Inactive Investor,Komunyaka Branch,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10644270,,William Kramer,,,william.kramer@morganstanley.com,,List Import
10784057,Inactive Investor,Susan Condit,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",susan.condit@ml.com,,Salesforce
11052016,Inactive Investor,Jonathan Adams,,J.P. Morgan Securities LLC Jacksonville FL 13520 Beach Blvd,jonathan.d.adams@jpmorgan.com,,Salesforce
10758716,Inactive Investor,Jennetta Claiborne,Portfolio Associate,Morgan Stanley Southlake TX 1400 Civic Pl,,,Salesforce
10787539,Inactive Investor,Christopher Marshall,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10925595,Inactive Investor,Tyler Covey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9574568,,Robert Molenda,,,bob.molenda@lfg.com,,List import
10953477,Inactive Investor,Grant Kletter,,J.P. Morgan Securities LLC Garden City NY 82 7th St,grant.kletter@jpmorgan.com,,Salesforce
10836366,Inactive Investor,Kevin Corkery,Financial Advisor,LPL Financial LLC Oneonta NY 1 Wall St,kevin.corkery@lpl.com,,Salesforce
10924562,Inactive Investor,Jonathan Castle,,Key Investment Services LLC Albany NY 1900 Central Ave,jonathan_castle@kisinvestments.com,,Salesforce
9566771,,Olamilekan Daniel,,,lekanbams4u4@gmail.com,,List import
10823080,Inactive Investor,Anthony Mariani,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Northbrook IL 500 Skokie Blvd",anthony.mariani@equitable.com,,Salesforce
11087640,Inactive Investor,Jennifer Campbell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jennifer.wallcampbell@ml.com,,Salesforce
11076893,Inactive Investor,Juan Castano Tobon,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
9540899,,Brendan Tully,,,brendan.tully@westernsouthern.com,,List Import
9559363,,Liam O'Shea,,,loshea@commonwealth.com,,List import
10883683,Inactive Investor,Kyle Bell,Financial Advisor,Edward Jones Denver CO 141 Union Blvd,kyle.bell@edwardjones.com,,Salesforce
11113897,Inactive Investor,Raymond Gibson,Financial Professional,"Equitable Advisors, LLC Discovery Bay CA Private Residence",raymond.gibson@equitable.com,,Salesforce
224425,,Damon Levenstien,,[Unknown],dlevenstien@verizon.net,,
11216880,,Laura Leventhal,,,laura.leventhal@hilltopsecurities.com,,Other
11045122,Inactive Investor,Christian Compton,,&Partners Glen Allen VA 4860 Cox Rd,todd.compton@andpartners.com,,Salesforce
222240,,Jeremiah Soucie,,[Unknown],jeremiah.soucie@gmail.com,,Event
9636379,,Stephanie Fagerstrom,,,stephanie@alliumfinancial.com,,List import
7165825,,bobby johmson,,,wegigeh281@oniecan.com,,Web Form Fillout
11160695,Inactive Investor,Elizabeth Melchor,,PFS Investments Inc. Riverside CA 647 Main St,melchor.elizabeth@primerica.com,,Salesforce
11059055,Inactive Investor,John Andraos,Financial Advisor,LPL Financial LLC Glendale CA 450 N Brand Blvd,john.andraos@lpl.com,,Salesforce
10787487,Inactive Investor,Chau Lai,Financial Advisor,Park Avenue Securities LLC San Diego CA 5405 Morehouse Dr,chau_lai@glic.com,,Salesforce
10615224,,Adam Wood,"Financial Advisor, Senior Vice President - Wealth Management",,adam.wood1@morganstanley.com,,List Import
10893947,Inactive Investor,Michael DeChristopher,,"Kestra Investment Services, LLC Bethesda MD 6500 Rock Spring Dr",,,Salesforce
11206235,Inactive Investor,Richelle Wilkerson,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Alameda CA 2424 Santa Clara Ave",richelle.wilkerson@usbank.com,,Salesforce
10818254,Inactive Investor,Abraham Tarkeshian,,Morgan Stanley South Jordan UT 680 W 10000 S,abraham.tarkeshian@morganstanley.com,,Salesforce
11182482,Inactive Investor,Ronnie Massey,Chief Compliance Officer;Founder;Managing Member;President,Massey Financial,ron@masseyfinancial.com,,Salesforce
9569394,,Matthew Conroy,,,mconroy@argentwm.com,,List import
10764916,Inactive Investor,Thomas McCarty,,NYLIFE Securities LLC Walterboro SC 800 N Jefferies Blvd,tpmccarty@ft.newyorklife.com,,Salesforce
10832280,Inactive Investor,Alexander Eschborn,President,"Ace Wealth Management, LLC",alex@ace-wm.com,,Salesforce
10950328,Inactive Investor,Tasha Barrows,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,tasha.barrows@fmr.com,,Salesforce
208579,,M Tourani,Mr.,Tourani Limted,manish.tourani@gmail.com,,
9569551,,Abhimanyu Prakash,,,abhimanyu.prakash@holoceneadvisors.com,,List import
11002916,Inactive Investor,Jessica Stephenson,Financial Advisor,Edward Jones Auburn IN 347 W 7th St,jessica.stephenson@edwardjones.com,,Salesforce
11002677,Inactive Investor,Nick Chretin,,"Northwestern Mutual Investment Services, LLC Anaheim CA 160 N Riverview Dr",nick.chretin@nm.com,,Salesforce
11193508,Inactive Investor,Ruben Guerrero-Ugalde,Senior Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,ruben.guerrero-ugalde@ubs.com,,Salesforce
9549033,,Ronald Brendengen,,,rbrendengen@berthel.com,,List import
11089680,Inactive Investor,Stephen Nugent,,LPL Financial LLC,stephen.nugent@lpl.com,,Salesforce
11035798,Inactive Investor,Allyson Alexander,Portfolio Associate,Morgan Stanley Tulsa OK 2200 S Utica Pl,allyson.alexander@morganstanley.com,,Salesforce
10914555,Inactive Investor,Gregory Fields,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 333 S Grand Ave",gregory.m.fields@wellsfargoadvisors.com,,Salesforce
11051479,Inactive Investor,Michael Tepperman,,"Wells Fargo Advisors Financial Network, LLC Fairfield NJ 700 Us Hwy 46",michael.tepperman@wfafinet.com,,Salesforce
9617874,,Yunsheng Wei,,,yunsheng.wei@citadel.com,,List import
11234459,Inactive Investor,Henry Pinkenberg,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",,,Salesforce
11178581,Inactive Investor,Kevin McCarthy,Private Client Advisor,J.P. Morgan Securities LLC Lexington KY 2260 Nicholasville Rd,kevin.n.mccarthy@jpmorgan.com,,Salesforce
11098281,Inactive Investor,Noah Dendinger,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
11128075,Inactive Investor,William Weiss,Financial Advisor,LPL Financial LLC Morristown NJ 44 Maple Ave,bill.weiss@lpl.com,,Salesforce
10865245,Inactive Investor,Harleen Kaur,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,harleen.kaur@jpmorgan.com,,Salesforce
10785120,Inactive Investor,Andres Schumann,,Jefferies LLC,aschumann@jefferies.com,,Salesforce
10782348,Inactive Investor,Nelson Gomez,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. Boca Raton FL 7400 W Camino Real,nelson.david.gomez@citi.com,,Salesforce
10816435,Inactive Investor,Kirk Brettingen,Financial Advisor,"Ameriprise Financial Services, LLC Rice Lake WI 23 W Humbird St",kirk.j.brettingen@ampf.com,,Salesforce
10752319,Inactive Investor,Frances Milano,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Dayton OH 67 Marydale Dr",frances.a.milano@ampf.com,,Salesforce
11112760,Inactive Investor,Ted Cocoles,,"Charles Schwab & Co., Inc. Cupertino CA 19349 Stevens Creek Blvd",ted.cocoles@schwab.com,,Salesforce
9632566,,Eddie Schmidt,,,ecsii713@gmail.com,,List import
9615333,,David Burke,,,dburke1375@gmail.com,,List import
11008590,Inactive Investor,Nicholas Pelini,Financial Planner,"MML Investors Services, LLC Houston TX 3 Greenway Plz",npelini@financialguide.com,,Salesforce
11114822,Inactive Investor,Casey Smith,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",casey.m.smith@bofa.com,,Salesforce
11095305,Inactive Investor,Joseph Neumann,Financial Advisor,Edward Jones Glencoe MN 2110 9th St E,joe.neumann@edwardjones.com,,Salesforce
10917093,Inactive Investor,Brian Zen,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,bzen@josephstonecapital.com,,Salesforce
371738,,Kenneth Arida,,United States,kwarida@aol.gmail,,Salesforce
200214,,Hoda Mehr,,[Unknown],hoda@stockcard.io,,
11048196,Inactive Investor,Jared Leigh-Welke,,"Robinhood Financial, LLC",jared.leigh-welke@robinhood.com,,Salesforce
9554546,,John Cristee,,,john@eyeonyourfuture.com,,List import
9592767,,Lee Bomin,,,sorsor5@naver.com,,List import
11109746,Inactive Investor,John Collett,,NYLIFE Securities LLC Louisville KY 4175 Westport Rd,,,Salesforce
373897,,Patrick Targete,,[Unknown],ptargete@tigboston.com,,source
9558249,,Daniel Dinkins,,,d.dinkins@transamerica.com,,List import
10910695,Inactive Investor,Dominick Bellia,Director;Shareholder,"Councilor, Buchanan & Mitchell, P. C. (CBM)",dbellia@cbmcpa.com,,Salesforce
10810601,Inactive Investor,Susana Mastroianni,Investment Officer;Officer;Senior Client Associate,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",susana.mastroianni@wellsfargoadvisors.com,,Salesforce
10986998,Inactive Investor,James McConnell,,Cetera Investment Services LLC Murray KY 515 N 12th St,james.mcconnell@ceterais.com,,Salesforce
11026895,Inactive Investor,Clayton Janson,,PFG Advisors Phoenix AZ 7600 N 16th St,,,Salesforce
11202322,Inactive Investor,Peter Ince,,NYLIFE Securities LLC Medford NY 570 Expy Dr S,peterince@ft.newyorklife.com,,Salesforce
9646627,,Sri Adusumilli,,,clwpinc@gmail.com,,List import
10865952,Inactive Investor,Ron McCleave,,State Farm VP Management Corp. Smyrna GA 3815 S Cobb Dr SE,ron.mccleave.bwnp@statefarm.com,,Salesforce
11209150,Inactive Investor,Jeremy Crocker,,"VALIC Financial Advisors, Inc. Merrillville IN 8001 Broadway",,,Salesforce
10876259,Inactive Investor,Charles Mazac,Financial Advisor,Edward Jones La Grange TX 322 N Jefferson St,chuck.mazac@edwardjones.com,,Salesforce
10787931,Inactive Investor,Carlos Gonzalez,,PFS Investments Inc. Austin TX 5716 W Hwy 290,cgonzalez.as087@primerica.com,,Salesforce
11025925,Inactive Investor,Pietro Ungaro,,"Allstate Financial Services, LLC Staten Island NY 4156 Hylan Blvd",pietroungaro@allstate.com,,Salesforce
10897187,Inactive Investor,Tyler Bruneteau,,Goldman Sachs & Co.,,,Salesforce
9623577,,Isaac Khan,,,empire.state001@gmail.com,,List import
11100422,Inactive Investor,Jeffrey Porterfield,Financial Advisor;Member;Principal,PEB Capital Management LLC,,,Salesforce
10861486,Inactive Investor,Todd Walker,Senior Portfolio Manager,"The Strategic Financial Alliance, Inc. Greensboro NC 603 Dolley Madison Rd",twalker@thesfa.net,,Salesforce
10963247,Inactive Investor,Sean Gilrein,,NYLIFE Securities LLC,,,Salesforce
10896830,Inactive Investor,Andy Yau,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,andy.l.yau@jpmorgan.com,,Salesforce
11068114,Inactive Investor,Gale Withers,Financial Advisor,"Ameriprise Financial Services, LLC Temple PA 12 Hickory Ln",gale.withers@ampf.com,,Salesforce
9626568,,Marianne Routh,,,wmrouth96@gmail.com,,List import
10981085,Inactive Investor,Amber Knips,Wealth Advisor,"Sweet Financial Partners, LLC",amber@sweetfinancial.com,,Salesforce
11200574,Inactive Investor,Lawrence Hubbard,,"Woodmen Financial Services, Inc.",ldhubbard@woodmen.org,,Salesforce
11198435,Inactive Investor,Diana Longo,,"Brokers International Financial Services, LLC. Fairfield NJ 277 Fairfield Rd",dlongo@brokersifs.com,,Salesforce
10876205,Inactive Investor,Tim Hemingway,,"Smith, Brown & Groover, Inc.",tim@smithbrownandgroover.com,,Salesforce
10657561,,Miguel Pichardo,,,mpichardo@primerica.com,,List Import
11221900,,Nathan Cowen,,,ncowen@wealthenhancement.com,,List Import
11046209,Inactive Investor,Eric Trettel,Financial Advisor,Edward Jones Kearney NE 22 W 23rd St,eric.trettel@edwardjones.com,,Salesforce
10971509,Inactive Investor,Shivani Gobin,,J.P. Morgan Securities LLC Humble TX 19240 W Lake Houston Pkwy,shivani.gobin@jpmorgan.com,,Salesforce
10965341,Inactive Investor,Ana Gonzalez Davila,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
9568431,,Dee S,,,deeany@btinternet.com,,List import
11221234,,Alan Tarbet,,,alan.tarbet@ml.com,,List Import
10945882,Inactive Investor,Victoria Hou,,Goldman Sachs & Co.,,,Salesforce
10619886,,Chad Eisenberg,,,ceisenberg@firsttrustcapital.com,,List Import
11186613,Inactive Investor,Konstantina Fragkou,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,konstantina.fragkou@jpmorgan.com,,Salesforce
343798,,Walter Suarez,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",walter.suarez@ceteraadvisors.com,585-231-1595,Manual List Upload
10775737,Inactive Investor,Joshua Miller,Financial Advisor,Edward Jones Denver CO 6655 W Jewell Ave,,,Salesforce
10980866,Inactive Investor,Liliana Martinez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11169655,Inactive Investor,John Morris,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,johnmorris@janney.com,,Salesforce
10770856,Inactive Investor,Zinovy Iosovich,Co-President,"The Colony Group, LLC",ziosovich@thecolonygroup.com,,Salesforce
11039335,Inactive Investor,Sandra Derosa,Portfolio Associate;Senior Registered Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,sandra.derosa@morganstanley.com,,Salesforce
10797878,Inactive Investor,Lloyd Hecard,Regional Vice President,PFS Investments Inc. Houston TX 140 Cypress Station Dr,lloyd.hecard@primerica.com,,Salesforce
9556021,,Mitchell Zebrun,,,mitchell.zebrun@valic.com,,List import
9587030,,Michael Wollitz,,,mwollitz@ayco.com,,List import
9596566,,Nick Nardy,,,nick.nardy@yahoo.com,,List import
10857590,Inactive Investor,Christopher Thompson,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Walnut Creek CA 500 Ygnacio Valley Rd",thompsonch@stifel.com,,Salesforce
11194288,Inactive Investor,Kellee Steward,,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
10945527,Inactive Investor,Stephanie Lovelace,,"First Horizon Advisors, Inc. Jackson TN 325 Oil Well Rd",sdlovelace@ftbadvisors.com,,Salesforce
10918275,Inactive Investor,Christian Furze,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,christian.furze@fidelity.com,,Salesforce
3657178,,Dio Bee,,,reynaldamelicent@gmail.com,,Web Form Fillout
5823263,,José Silva,,,josesantossilva1300@gmail.com,,Web Form Fillout
10961726,Inactive Investor,Nicholas Powers,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",nicholas.j.powers@nm.com,,Salesforce
10773045,Inactive Investor,Rob Nicoski,Chief Investment Officer;Portfolio Manager,Disciplined Growth Investors Inc,robn@dginv.com,,Salesforce
11014023,Inactive Investor,Giovanni Orozco,,J.P. Morgan Securities LLC Arcadia CA 700 W Huntington Dr,giovanni.orozco@jpmorgan.com,,Salesforce
11214433,,Michael Bertrand,,,sethbertrand187@gmail.com,,Web Form Fillout
11177019,Inactive Investor,Brendan Dwyer,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",dwyer.brendan@principal.com,,Salesforce
10939461,Inactive Investor,Sarah Hinson,,Fidelity Brokerage Services LLC,,,Salesforce
11148758,Inactive Investor,Tasha Myers,,Santander Securities LLC Conshohocken PA 612 Fayette St,,,Salesforce
10914352,Inactive Investor,Lesley Serabin,,J.P. Morgan Securities LLC Mount Freedom NJ 1199 Sussex Tnpke,lesley.serabin@chase.com,,Salesforce
10883676,Inactive Investor,Jacob Rabin,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",jacob.rabin@wellsfargo.com,,Salesforce
202908,,Jo S,,[Unknown],thepenandpixel@gmail.com,,Organic Search
10906567,Inactive Investor,Dave Hauer,Chief Compliance Officer;Vice President - Compliance,United Planners' Financial Services of America A Limited Partner,dhauer@unitedplanners.com,,Salesforce
9593173,,Jarrod Musick,,,jarrod.musick@dccmail.net,,List import
10897733,Inactive Investor,Brian Dow,,J.P. Morgan Securities LLC Ponte Vedra Beach FL 190 A1A N,brian.x.dow@chase.com,,Salesforce
10617522,,Ricardo Martinez,,,ricardo.martinez@jpmorgan.com,,List Import
9647612,,Thor K,,,ber03162@berk.com,,List import
10855390,Inactive Investor,Bert Cameron,Financial Advisor,Edward Jones West Fargo ND 1365 Prairie Pkwy,bert.cameron@edwardjones.com,,Salesforce
11193866,Inactive Investor,Eric Sinclair,Complex Risk Officer,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
11106263,Inactive Investor,David Kellin,,Cetera Advisor Networks LLC Grand Rapids MN 221 NW 1st Ave,,,Salesforce
11194085,Inactive Investor,Bruce Hatter,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Waynesboro VA 201 Osage Ln",bruce.hatter@concoursefinancial.com,,Salesforce
9611317,,Debbi Haacke,,,dh@dhaacke.com,,List import
10935851,Inactive Investor,Paulinus Hui,,A.G.P / Alliance Global Partners New York NY 40 Wall St,phui@allianceg.com,,Salesforce
11217974,,Erik Capowski,,,erik.capowski@jpmorgan.com,,List Import
11189232,Inactive Investor,Michael Petee,Associate Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",michael.petee@ampf.com,,Salesforce
11186087,Inactive Investor,Joseph Myer,Financial Advisor,LPL Financial LLC Ashburn VA 20416 Bashan Dr,joseph.myer@lpl.com,,Salesforce
11037235,Inactive Investor,Andrew Chase,Financial Advisor;Managing Director;Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,andy.chase@morganstanley.com,,Salesforce
10967795,Inactive Investor,Hayward Evans,Financial Advisor,The Huntington Investment Company Port Clinton OH 120 Madison St,hayward.t.evans@huntington.com,,Salesforce
11131949,Inactive Investor,Dominique Gauer,,Key Investment Services LLC Buffalo NY 4455 Transit Rd,dominique.gauer@key.com,,Salesforce
10891431,Inactive Investor,Louisa Sakkis,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Walnut Creek CA 500 Ygnacio Valley Rd",,,Salesforce
9616122,,Frantisek Houska,,,frantisek.houska@ticheudoli.cz,,List import
9589364,,Steven Weaver,,,stweave21@gmail.com,,List import
10647286,,Erik Niemeier,,,erik.niemeier@edwardjones.com,,List Import
11219721,,Chad Stevens,,,chad.l.stevens@lpl.com,,Other
11189243,Inactive Investor,Cory Henschel,Financial Advisor,"Ameriprise Financial Services, LLC Manitowoc WI 980 Maritime Dr",cory.henschel@ampf.com,,Salesforce
10921689,Inactive Investor,Asgher Ali,Private Client Advisor,J.P. Morgan Securities LLC Edison NJ 2163 Oak Tree Rd,asgher.ali@jpmorgan.com,,Salesforce
9612703,,Thomas Browne,,,tbrowne@kic-kamco.com,,List import
11158355,Inactive Investor,Kyle Mabe,,Edward Jones Mission Viejo CA 27725 Santa Margarita Pkwy,kyle.mabe@edwardjones.com,,Salesforce
229807,, -,,[[Unknown]],a.humpel@gmail.com,,Organic Search
11170442,Inactive Investor,Theodora Obilo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",theodora.tomuta@ml.com,,Salesforce
11165128,Inactive Investor,Thomas Clark,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spartanburg SC 295 E Main St",thomasclark@ml.com,,Salesforce
11238516,Inactive Investor,Ronald Bates,,"St. Clair Advisors, LLC",rbates@saintclairadvisors.com,,Salesforce
9599428,,francesc lleal,,,francesclleal@gmail.com,,List import
10941324,Inactive Investor,Francesco Mercuri,Financial Advisor,LPL Financial LLC Orwigsburg PA 1253 Centre Tpke,francesco.mercuri@lpl.com,,Salesforce
10882481,Inactive Investor,Jocelin Paredes,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,jocelin.paredes@fmr.com,,Salesforce
245617,,Evan Burns,Associate,Two Sigma,evan.burns@twosigma.com,16468604582,Manual List Upload
10943493,Inactive Investor,Robert Charron,,"The Leaders Group, Inc.",,,Salesforce
10848327,Inactive Investor,Chad Monson,,"Osaic Wealth, Inc. Phoenix AZ 2716 W Trapanotto Rd",,,Salesforce
11095376,Inactive Investor,Robert Proeger,,"DAI Securities, LLC Austin TX 11651 Jollyville Rd",,,Salesforce
10759521,Inactive Investor,Nancy Runion,,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",nancy.runion@wellsfargoadvisors.com,,Salesforce
11126840,Inactive Investor,Matthew Bonarek,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",mdalton@financialguide.com,,Salesforce
9593981,,Michael Lindley,,,michaellindley@gmail.com,,List import
11067960,Inactive Investor,Timothy Jansen,Financial Advisor,Sapient Capital LLC,,,Salesforce
10616673,,Bridget Shoemaker,,,bridget.shoemaker@lpl.com,,List Import
11063561,Inactive Investor,Ryan Forman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11203942,Inactive Investor,Sara Estrada,,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,sara.estrada@jpmorgan.com,,Salesforce
9618714,,Carson McFadden,,,cmcfadden@bamfunds.com,,List import
11038073,Inactive Investor,Wayne Shrewsbury,,"Osaic Wealth, Inc. Canonsburg PA 608 E McMurray Rd",,,Salesforce
346916,,Deanna Boskovich,Business Development Coordinator,"Independent Advisor Alliance, Llc",dboskovich@iaaria.com,888-430-1555,Manual List Upload
11230186,Inactive Investor,Debra Lozanov,,NYLIFE Securities LLC New York NY 420 Lexington Ave,dllozanov01@ft.newyorklife.com,,Salesforce
240717,,steinberg jonathan,,[Unknown],jonsteinberg@gmail.com,,Event
11029951,Inactive Investor,Christopher Bloomquist,Financial Advisor,Edward Jones Erie PA 4538 Peach St,chris.bloomquist@edwardjones.com,,Salesforce
10814669,Inactive Investor,James Meyers,Director - Alternative Investments;Financial Advisor;Managing Director,Morgan Stanley Sewickley PA 2100 Georgetown Dr,james.meyers@morganstanley.com,,Salesforce
10514019,,Joe Pleffner,,,jpleffner@gtsx.com,,List Import
10956134,Inactive Investor,Gregory Holman,,Cetera Advisors LLC Salisbury MD 31454 Winterplace Pkwy,,,Salesforce
9590035,,Stephen Cheruiyot,,,cher0174@gmail.com,,List import
11037856,Inactive Investor,Siobhan Clark,,Citigroup Global Markets Inc.,,,Salesforce
9558696,,Francois Cédelle,,,fr.cedelle@gmail.com,,List import
349258,,Zachary Burns,Executive Vice President- Investments,"Pca Investment Advisory Services, Inc.",zburns@pencorp.com,513-281-3366,Manual List Upload
10877446,Inactive Investor,Theresa Cahill,Financial Advisor,Commonwealth Financial Network Cromwell CT 75 Berlin Rd,,,Salesforce
10614804,,Ian Rowan,"Financial Advisor, Senior Vice President - Wealth Management",,ian.rowan@morganstanley.com,,List Import
11180681,Inactive Investor,June Brown,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Middleton WI Private Residence,,,Salesforce
10957267,Inactive Investor,John Lang,,Vanguard Marketing Corporation,,,Salesforce
11078270,Inactive Investor,Ayline Ruiz,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",ayline.d.ruiz@nm.com,,Salesforce
11183304,Inactive Investor,Bjorn Erickson,,"NewEdge Securities, Inc. Saint Petersburg FL Private Residence",,,Salesforce
10878843,Inactive Investor,Michael Battaglia,Lead Advisor,Brighton Jones LLC McLean VA 8270 Greensboro Dr,michael.battaglia@brightonjones.com,,Salesforce
11083346,Inactive Investor,Nicole Castillo,,"Raymond James & Associates, Inc.",nicole.castillo@raymondjames.com,,Salesforce
10793431,Inactive Investor,Sergei Vassilenko,,"Raymond James Financial Services, Inc. Beaverton OR 14733 SW Teal Blvd",sergei.vassilenko@raymondjames.com,,Salesforce
10934518,Inactive Investor,Agnes Andrews,,"Allstate Financial Services, LLC Baton Rouge LA 214 S Acadian Trwy",a019630@allstate.com,,Salesforce
11146737,Inactive Investor,Shawn Gehm,Financial Advisor;Financial Planning Specialist,Morgan Stanley Green Bay WI 111 N Washington St,shawn.w.gehm@morganstanley.com,,Salesforce
10947612,Inactive Investor,Fredrick Jackson,,The Huntington Investment Company Zanesville OH 2801 Maple Ave,fredrick.jackson@huntington.com,,Salesforce
9585238,,Stacy Brueggen,,,stacy.brueggen@lfg.com,,List import
11061325,Inactive Investor,Jeffrey Macdonald,,"Allstate Financial Services, LLC Oakley CA 3775 Main St",jeffreymacdonald@allstate.com,,Salesforce
11073130,Inactive Investor,Anthony Luppi,Regulatory Contact;Wealth Advisor,"Insight Wealth Strategies, LP",tony.luppi@insightwealthlp.com,,Salesforce
10910799,Inactive Investor,Darren Set,,"Allstate Financial Services, LLC Franklin Square NY 738 Franklin Ave",dset@allstate.com,,Salesforce
10843759,Inactive Investor,Carol Dixon,,NYLIFE Securities LLC Miramar FL Private Residence,cmccookdixon@ft.newyorklife.com,,Salesforce
10999512,Inactive Investor,Debra Loss,,"Farmers Financial Solutions, LLC Sevierville TN 217 Prince St",,,Salesforce
3204933,,Art Punduang,,,artitalian@hotmail.com,,Web Form Fillout
193670,,Tammy Ring,,[Unknown],tammy.ring@stephens.com,,
11209647,Inactive Investor,Bogdan Niciu,Chief Compliance Officer;Investment Advisor;President,"4-C Personal Wealth Management Consultants, LLC",bogdan@4-cwealth.com,,Salesforce
9569393,,odysseas -,,,odysseas.sclavounis@gmail.com,,List import
9638913,,Leon Palandjian,,,leonp@intercontinental.net,,List import
10779526,Inactive Investor,Timothy Sabol,Private Wealth Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 100 N 18th St",timothy.s.sabol@ampf.com,,Salesforce
10880890,Inactive Investor,Kris Brenneman,,"Raymond James Financial Services, Inc. Uniontown OH 1575 Corporate Woods Pkwy",kris.brenneman@raymondjames.com,,Salesforce
10965946,Inactive Investor,Jacob Taylor,Financial Professional,"Pruco Securities, LLC. Sarasota FL 1605 Main St",jake.taylor@prudential.com,,Salesforce
10975720,Inactive Investor,Jenna Gordon,,The Huntington Investment Company Massillon OH 5338 Wales Ave NW,jenna.gordon@huntington.com,,Salesforce
10797895,Inactive Investor,George Behr,,"Farmers Financial Solutions, LLC Grayslake IL 530 Barron Blvd",,,Salesforce
10780275,Inactive Investor,Steven Prediletto,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",steven_r_prediletto@ml.com,,Salesforce
11077165,Inactive Investor,Mark Porter,,"Pensionmark Securities, LLC",,,Salesforce
10990505,Inactive Investor,Thomas Jewett,Financial Advisor,"Raymond James & Associates, Inc. Beachwood OH 3201 Enterprise Pkwy",,,Salesforce
9548827,,Lynn Calhoun,,,lcalhoun@bdo.com,,List import
10981005,Inactive Investor,Mariona Segales Ylla,,LPL Financial LLC Fresno CA 465 E Fir Ave,mariona.segales-ylla@lpl.com,,Salesforce
10967900,Inactive Investor,Michael Dionne,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9644235,,Carnia Bustos,,,carina.bustos@schwab.com,,List import
9626821,,Timothy Rodriguez,,,greenjustice8721@gmail.com,,List import
10927709,Inactive Investor,Brianna Black,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brianna_black@vanguard.com,,Salesforce
11129606,Inactive Investor,Miaobing Tao,,Citigroup Global Markets Inc.,,,Salesforce
11097000,Inactive Investor,Karen Whitaker,Owner;Principal,"LFL Wealth Advisory Services, LLC Hackensack NJ 1 University Plaza Dr",,,Salesforce
10777890,Inactive Investor,Michael Griffin,Investment Specialist;Managing Director,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,michael.j.griffin@jpmorgan.com,,Salesforce
349309,,Patricia Stoll,Chief Compliance Officer,"Lee Financial Company, Llc",mogle@legacy-mfo.com,972-327-5000,Manual List Upload
11078704,Inactive Investor,Carter Glover,,Edward Jones Buckhannon WV 211 S Kanawha St,carter.glover@edwardjones.com,,Salesforce
11196722,Inactive Investor,Samuel Estes,Financial Consultant,LPL Financial LLC Waldoboro ME 1768 Atlantic Hwy,samuel.estes@lpl.com,,Salesforce
10952336,Inactive Investor,Troy Copeland,Chief Information Officer;Regulatory Contact,"O'Donnell Financial Services, LLC",troy@odfigroup.com,,Salesforce
10931933,Inactive Investor,Michael Powell,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
11101573,Inactive Investor,Jay Fong,Managing Member;Managing Partner;Regulatory Contact,Concentrum Wealth Management,jay.fong@concentrumwealth.com,,Salesforce
11037876,Inactive Investor,Timothy Igo,,"Citizens Securities, Inc. Chestnut Hill MA 1330 Boylston St",timothy.igo@citizensbank.com,,Salesforce
10898676,Inactive Investor,Brandie Fintchre,Senior Vice President,"First Citizens Investor Services, Inc.",brandie.fintchre@firstcitizens.com,,Salesforce
157055,,John Peters,,[Unknown],timmyd1200@hotmail.com,,
10926950,Inactive Investor,Lewis Curd,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,lewis.curd@fmr.com,,Salesforce
10858253,Inactive Investor,Sinead O'Connor,Client Service Associate,Morgan Stanley Boston MA 28 State St,sinead.oconnor@morganstanley.com,,Salesforce
11007260,Inactive Investor,Garrett Morrison,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",garrett.morrison@equitable.com,,Salesforce
4281579,,Elijah Eugene,,,ryandisajja@gmail.com,,Web Form Fillout
11108298,Inactive Investor,David Lionett,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",david.lionett@nm.com,,Salesforce
11004557,Inactive Investor,Joshua Dewitt,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joshua.dewitt@tdameritrade.com,,Salesforce
9610966,,SARAWUT MUANGAIAM,,,bboontra1979@gmail.com,,List import
10979370,Inactive Investor,Panayioti Bailey,,"CUSO Financial Services, L.P. Seattle WA 690 Strander Blvd",,,Salesforce
11044596,Inactive Investor,Kevin Boyle,,Edward Jones Glendale AZ 18185 N 83rd Ave,,,Salesforce
9593835,,Ufuk Ince,,,uince@ehaminc.com,,List import
10775662,Inactive Investor,Adam Sell,,J.P. Morgan Securities LLC,adam.g.sell@jpmorgan.com,,Salesforce
226302,, -,,[[Unknown]],wardalawson@gmail.com,,Initial Salesforce Import
10970560,Inactive Investor,Shelley Coneybeer,Relationship Banker,The Huntington Investment Company Monroeville PA 2681 Mosside Blvd,shelley.coneybeer@huntington.com,,Salesforce
10883986,Inactive Investor,Mallory Smith,Member,Laurel Wealth Planning,mallory.kretman@laurelwealthplanning.com,,Salesforce
10850027,Inactive Investor,Julius Oliver,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
225705,,Fred -,,[[Unknown]],lachance1938@yahoo.com,,Initial Salesforce Import
10876303,Inactive Investor,Philipp Biechteler,Executive Director,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,philipp.biechteler@jpmorgan.com,,Salesforce
177537,,Curtis Mezzic,Business Manager/Plan Administrator,[Unknown],cmezzic@local60.com, +1 504 885 3062,Database Upload
58373,,Joseph Flamer,Financial Consultant,Fidelity Personal and Workplace Advisors,joseph.flamer@fmr.com,800-621-9222,
11037294,Inactive Investor,Courtney Crenshaw,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,,,Salesforce
11093146,Inactive Investor,Jack Chiate,Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,jack.chiate@ubs.com,,Salesforce
10809975,Inactive Investor,Deborah Swarr,Portfolio Associate,Morgan Stanley Madison CT 741 Boston Post Rd,deborah.swarr@morganstanley.com,,Salesforce
9599681,,Erich Gerth,,,egerth@bluebayinvest.com,,List import
10791128,Inactive Investor,Michelle Swiger,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Fairmont WV Private Residence",michelle.swiger@tiaa.org,,Salesforce
10875145,Inactive Investor,Austin Oman,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 999 Peachtree St NE",austin.oman@ampf.com,,Salesforce
9596449,,Derek Boles,,,dboles@fortispartnersllc.com,,List import
11024561,Inactive Investor,Isaiah Wiggins,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,iwiggins@primerica.com,,Salesforce
10927025,Inactive Investor,Nicholas Buono,,Fidelity Brokerage Services LLC,,,Salesforce
11234986,Inactive Investor,Scott Haenni,Chief Executive Officer;Chief Operating Officer;Senior Managing Director,Sterling Capital Management LLC,shaenni@sterlingcapital.com,,Salesforce
10957256,Inactive Investor,Dennis Murray,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 160 Federal St,dennis.murray@jpmorgan.com,,Salesforce
10661911,,Daniel Bauman,,,dan@northbranchcap.com,,List Import
11141587,Inactive Investor,Darien Horton,Principal,"Cascade Financial Partners, LLC",,,Salesforce
11006472,Inactive Investor,Brett Weisenburn,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,brettweisenburn@statefarm.com,,Salesforce
11208330,Inactive Investor,Kevin Swanson,Chief Compliance Officer;Co-Chief Compliance Officer;Regulatory Contact,"Kingsview Wealth Management, LLC",kswanson@kingsview.com,,Salesforce
9614776,,Vicki Hayward,,,nxokie1@gmail.com,,List import
11001635,Inactive Investor,Damon Yardley,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",damon.yardley@nm.com,,Salesforce
10613512,,Rachel Schwarz,"Financial Advisor, Senior Vice President - Wealth Management",,rachel.schwarz@ubs.com,,List Import
10775705,Inactive Investor,Rodrigo Blanco Creixell,,J.P. Morgan Securities LLC Houston TX 600 Travis St,rodrigo.e.blanco@jpmorgan.com,,Salesforce
9550155,,James Carlin,,,visionaryextrodinare@gmail.com,,List import
10765400,Inactive Investor,Leonardo Alava,,J.P. Morgan Securities LLC Fort Lauderdale FL 200 S Pine Island Rd,leonardo.alava@jpmorgan.com,,Salesforce
10949807,Inactive Investor,Alexandra Gonzalez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11072213,Inactive Investor,Susan Steinberg,Paraplanner,"Ameriprise Financial Services, LLC Irvine CA 4 Venture",susan.steinberg@ampf.com,,Salesforce
1003891,Inactive Investor,Joseph Zajac,,Joseph Zajac,joseph_zajac@yahoo.com,,
10876876,Inactive Investor,Holly Jeppesen,,UBS Financial Services Inc. Merced CA 767 E Yosemite Ave,holly.jeppesen@ubs.com,,Salesforce
11018688,Inactive Investor,Zachary Bernarde,,"Raymond James Financial Services, Inc. Milwaukee WI 135 S 84th St",zachary.bernarde@raymondjames.com,,Salesforce
11218536,,Kristin Hultgren,,,kristin.hultgren@voya.com,,List Import
122036,,Shangchun Yang,,Eagle Strategies LLC,syang05@ft.newyorklife.com,608-831-4416,
11157841,Inactive Investor,David Ciccone,Financial Advisor;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",david.a.ciccone@wellsfargoadvisors.com,,Salesforce
11147581,Inactive Investor,Tiffany Bell,Registered Client Service Associate,Morgan Stanley Saint Paul MN 380 Saint Peter St,tiffany.bell@msgraystone.com,,Salesforce
11159790,Inactive Investor,Robert Touzeau,,"MML Investors Services, LLC Center Valley PA Private Residence",rtouzeau@financialguide.com,,Salesforce
10897119,Inactive Investor,Diamond Sharon Madsen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manteca CA 102 E Yosemite Ave",diamond.reyes@ml.com,,Salesforce
11069433,Inactive Investor,Abbie Nelson,,Commonwealth Financial Network Camarillo CA 400 W Ventura Blvd,anelson@commonwealth.com,,Salesforce
10946713,Inactive Investor,Kevin Buffington,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
11112387,Inactive Investor,Jessica King,,"Principal Securities, Inc. Reading PA 875 Berkshire Blvd",king.jessica@principal.com,,Salesforce
10978094,Inactive Investor,Brian Weingart,,"Cadaret, Grant & Co., Inc. Cranford NJ 6 N Union Ave",,,Salesforce
10775233,Inactive Investor,Jobani Sanabria,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Downey CA 11021 La Reina Ave",jobani.sanabria@ml.com,,Salesforce
10850232,Inactive Investor,Scott Monger,Financial Advisor,"Faithward Advisors, LLC Lancaster PA 1755 Oregon Pike",smonger@ambassadoradvisors.com,,Salesforce
8281190,,Mouhamed Redjeb,,,mouhamedredjeb414@gmail.com,,Web form fillout
10911518,Inactive Investor,Alyssa Engelman,Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",alyssa.engelman@ampf.com,,Salesforce
9560266,,Bartosz Zielinski,,,bzielinski493@gmail.com,,List import
10927595,Inactive Investor,June Lyle,Regional Vice President,PFS Investments Inc. Baton Rouge LA 700 N 10th St,june.lyle@primerica.com,,Salesforce
11097548,Inactive Investor,Mark Feldser,Chief Compliance Officer;Director,"Wick Capital Partners, LLC",mfeldser@wickcapitalpartners.com,,Salesforce
10756772,Inactive Investor,Robert Pross,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",ryan.pross@wellsfargoadvisors.com,,Salesforce
9586063,,Paul Gautier,,,pgautier@carystreetpartners.com,,List import
11118099,Inactive Investor,Matthew Welborn,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",matt.welborn@stifel.com,,Salesforce
332744,,Gregory Wolfe,,TBD,bajatime@gmail.com,bajatime@gmail.com,
10593712,,Steve Meier,Senior Investment Product Manager,Osaic,steve.meier@osaic.com,,List Import
222818,,Walter Boyer,,[Unknown],magwal46@yahoo.com,,source
11141967,Inactive Investor,Brady Mielnicki,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10870620,Inactive Investor,Ellen Chadwick,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,ellen.conroy@fidelity.com,,Salesforce
11033519,Inactive Investor,Aaron Fort,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11171359,Inactive Investor,Ronald Painchaud,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,ronald.painchaud@primerica.com,,Salesforce
10915319,Inactive Investor,Kevin Dempsey,,"American Portfolios Financial Services, Inc. Vestal NY 231 Main St",kevin.dempsey@aspirefinancialny.com,6072396333,Salesforce
198909,,D Deslandes,,[Unknown],dpdeslandes@gmail.com,,Content
99560,,vinish manchanda,,None,vinishboss2@gmail.com,708-878-8343,
11104605,Inactive Investor,Michelle Liller,,Lazard Asset Management Securities LLC,michelle.folkerts@lazard.com,,Salesforce
10927411,Inactive Investor,Roberto Palacios,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10956131,Inactive Investor,Emad Samman,President,Sunlight Investments,,,Salesforce
11228851,Inactive Investor,Dante Okpala,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,dante.okpala@jpmorgan.com,,Salesforce
10952369,Inactive Investor,Jane McKinley,,"Wealth Enhancement Brokerage Services, LLC",jmckinley@wealthenhancement.com,,Salesforce
11079423,Inactive Investor,William Radtke,,Edward Jones Franklin TN 725 Cool Springs Blvd,liam.radtke@edwardjones.com,,Salesforce
10839255,Inactive Investor,John Crumrine,,J.P. Morgan Securities LLC Austin TX 405 Colorado St,,,Salesforce
222935,,Demetrios Flevaris,,[Unknown],demetrif@yahoo.com,,
9596297,,christopher grossmann,,,kindcorp@gmail.com,,List import
10891158,Inactive Investor,Caroline Whitlock,Financial Advisor,Edward Jones Enumclaw WA 1502 Cole St,caroline.whitlock@edwardjones.com,,Salesforce
11221389,,Robert Bartolotta,,,rbartolotta@americanportfolios.com,,List Import
9574406,,Mohammad Gholami,,,gholamimohammad35@gmail.com,,List import
10696132,,Benjamin Crist,,Midwest Financial Partners,b.crist@mfpmn.com,,List Import
223660,,Sissi Hamann,,[Unknown],sissihamann@gmail.com,,source
10990430,Inactive Investor,Diana Garcia,Financial Services Professional;Senior Client Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,,,Salesforce
108746,,Mirko Bressan,,mirkobressan,mirkobressan@me.com,3.93393E+11,
10848688,Inactive Investor,George Dacus,,Cetera Advisor Networks LLC Denton TX 2220 San Jacinto Blvd,,,Salesforce
10796895,Inactive Investor,Carmencita Perez-Ramirez,,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",carmencita.perez@wellsfargoadvisors.com,,Salesforce
10919234,Inactive Investor,Christopher Reynolds,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Gadsden AL 2010 Club Dr",chris.reynolds@wellsfargoadvisors.com,,Salesforce
9581716,,Carl Reece,,,carl@reece-search.com,,List import
10857669,Inactive Investor,Michael Barger,,"Saybrus Equity Services, LLC Dallas TX 6301 Gaston Ave",mbarger@saybruspartners.com,,Salesforce
11160489,Inactive Investor,Daniel Violante,,UBS Financial Services Inc. New York NY 299 Park Ave,daniel.violante@ubs.com,,Salesforce
10768551,Inactive Investor,Eithne McLaren,Assistant Vice President;Director,Morgan Stanley Los Angeles CA 444 S Flower St,eithne.mclaren@morganstanley.com,,Salesforce
9546732,,Andrew Smith,,,asmith@financialengines.com,,List import
10842899,Inactive Investor,Samuel Greenfield,Private Client Assistant,Janney Montgomery Scott LLC Mystic CT 60 Willow St,sgreenfield@janney.com,,Salesforce
9550831,,Mark Drochek,,,mdrochek@comcast.net,,List import
10933311,Inactive Investor,Anthony Dorn,Chief Financial Officer;Partner,"Moneta Group Investment Advisors, LLC",,,Salesforce
11018497,Inactive Investor,Lauren Maggio,,J.P. Morgan Securities LLC Denver CO 1455 16th St,lauren.maggio@jpmorgan.com,,Salesforce
11057231,Inactive Investor,Austin Beaty,,Country Capital Management Company Champaign IL 801 N Country Fair Dr,austin.beaty@countryfinancial.com,,Salesforce
11204102,Inactive Investor,Vicki Slusiewicz,Partner,"Pacific Financial Planners, LLC",,,Salesforce
10931833,Inactive Investor,Ryan O'Connor,Director - Financial Planning,LPL Financial LLC Downers Grove IL 2651 Warrenville Rd,r.oconnor@lpl.com,,Salesforce
10969989,Inactive Investor,Susan Haugen,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",susan.haugen@gwrs.com,,Salesforce
11036673,Inactive Investor,Salvatore Florese,,J.P. Morgan Securities LLC Millbrae CA 10 S El Camino Real,salvatore.florese@jpmorgan.com,,Salesforce
10855257,Inactive Investor,Scarlett Sequeira,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,scarlett.sequeira@jpmorgan.com,,Salesforce
11072526,Inactive Investor,David Peterson,Risk Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",david.peterson@ampf.com,,Salesforce
230574,, -,,[[Unknown]],paulgrab3@gmail.com,,
10988289,Inactive Investor,Bianca Valdovinos,,"Transamerica Financial Advisors, Inc Fresno CA 7112 N Fresno St",bianca.valdovinos@tfaconnect.com,,Salesforce
1003158,Inactive Investor,Joe Lubin,,ConsenSys,joseph.lubin@consensys.net,,3rd Party Lead Gen
10938458,Inactive Investor,Veronica De La Rosa,Financial Advisor,LPL Financial LLC Mcallen TX 2041 Orchid Ave,veronica.delarosa@lpl.com,,Salesforce
9604135,,EDUARDO L??PEZ,,,elopez@bolsadevalores.com.sv,,List import
10827512,Inactive Investor,Charles Nelson,Business Relationship Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Cumming GA 106 W Maple St",glenn.nelson@wellsfargo.com,,Salesforce
10831419,Inactive Investor,Stephen Swarbrick,,"Osaic Wealth, Inc. El Dorado Hills CA 3860 El Dorado Hills Blvd",,,Salesforce
11130325,Inactive Investor,John Allen,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,john.l.allen@morganstanley.com,,Salesforce
96472,,Mike Williams,,SP LLc,mikeawilliams11@gmail.com,7087124131,Organic Search
10831218,Inactive Investor,Christopher Thompson,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 818 A1A N",chris.thompson@ampf.com,,Salesforce
10827925,Inactive Investor,Collin Whittier,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,collin.whittier@fidelity.com,,Salesforce
11145361,Inactive Investor,Christopher Brand,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 701 Xenia Ave S",christopher.brand@wellsfargoadvisors.com,,Salesforce
11005344,Inactive Investor,Aaron Mullett,Regional Vice President,PFS Investments Inc. Noblesville IN 802 Mulberry St,aaron.mullett@primerica.com,,Salesforce
342935,,R.J. Chester,"Financial Advisor, Chartered Retirement Plans Specialist",Carson Advisory Group,rj.chester@raymondjames.com,706-543-6578,Manual List Upload
11119963,Inactive Investor,Bonnie Hatley,,LPL Financial LLC Fayetteville NC 2547 Ravenhill Dr,bonnie.hatley@lpl.com,,Salesforce
10848990,Inactive Investor,Charlotte Adams,Advisor;Founder;Partner,"Money Methods, Inc.",charlotte@moneymethods.com,,Salesforce
10808725,Inactive Investor,Stephanie Stegmuller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",stephanie.stegmuller@ml.com,,Salesforce
11152225,Inactive Investor,Maksym Konovalov,Financial Representative,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",,,Salesforce
11168976,Inactive Investor,Ronnie Anda,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,ronnie.anda@primerica.com,,Salesforce
11235075,Inactive Investor,Ryan Bohm,Director;Managing Partner,Andina Family Offices Providence UT 530 W 465 N,rbohm@andinafamilyoffices.com,,Salesforce
9634731,,Diane Cook,,,diane@abacusplanninggroup.com,,List import
11160483,Inactive Investor,Kayla Gager,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,kayla.gager@ubs.com,,Salesforce
9630031,,Ryan Virgin,,,smiles@hey.com,,List import
10645438,,Mary Zsolnay,,,mary.e.zsolnay@jpmorgan.com,,List Import
10985484,Inactive Investor,Sarah Smith,,J.P. Morgan Securities LLC Spring TX 10665 Kuykendahl Rd,sarah.e.relkin@chase.com,,Salesforce
11088228,Inactive Investor,Charles Arendale,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",charles.arendale@53.com,,Salesforce
11165376,Inactive Investor,Efren Garcia La Torre,,PFS Investments Inc. Carolina PR 10 Ave Laguna,efren.garcialatorre@primerica.com,,Salesforce
11179954,Inactive Investor,Ashley Carter,Wealth Strategy Associate,"Ameriprise Financial Services, LLC Beaumont TX 2615 Calder St",ashley.carter@ubs.com,,Salesforce
337548,,Jonathan Segal,"Co-Chief Investment Officer, managing Director, member Of The Board Of Managers (highbridge Capital Management, Llc)","Highbridge Capital Management, Llc",jsegal@highbridge.com,212-287-2500,Manual List Upload
11190059,Inactive Investor,Dalton Privitt,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",dalton.privitt@nm.com,,Salesforce
11169825,Inactive Investor,Stephen George,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",stephen.george@raymondjames.com,,Salesforce
11014541,Inactive Investor,Elise Murn,,Robert W. Baird & Co. Incorporated,emurn@rwbaird.com,,Salesforce
11113278,Inactive Investor,Sushmita Vankala,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10873046,Inactive Investor,Charles Daniels,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",charles.daniels@kestrafinancial.com,,Salesforce
9629692,,Celso Rayes,,,crayes@gmail.com,,List import
10773811,Inactive Investor,Warren Child,Vice President - Wealth Management,UBS Financial Services Inc. Tacoma WA 1145 Broadway,warren.child@ubs.com,,Salesforce
10859324,Inactive Investor,Brett Straub,,The AmeriFlex Group Malvern PA 1600 Paoli Pike,,,Salesforce
10510029,,James Gardiner,Director,Dynasty Financial Partners,jgardiner@dynastyfp.com,,List Import
11071774,Inactive Investor,Sheryl Stern,,"Cambridge Investment Research, Inc. San Diego CA 11622 El Camino Real",sheryl.stern@cambridgesecure.com,,Salesforce
8480807,,natalie hedrick,,WHBFA,nhedrick@whbfa.com,(240) 408-4918,List Import
11094104,Inactive Investor,Gregory Murphy,,"Allstate Financial Services, LLC Dickson TN 110 N Main St",gregorymurphy@allstate.com,,Salesforce
11265564,,Edward Kook,,,eddiekook@gmail.com,,Web Form Fillout
244040,,Ben Cruikshank,Head of Flourish,Flourish,ben.cruikshank@flourish.com,,Manual List Upload
11188810,Inactive Investor,Daniel Seaman,,PFS Investments Inc. Palatka FL 924 S State Road 19,daniel.seaman@primerica.com,,Salesforce
9597543,,Richard Kim,,,richard.kim@kic.go.kr,,List import
11006452,Inactive Investor,Jessica Powers-Helms,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",jessica.helms@ml.com,,Salesforce
9551650,,Karthik Nagarur,,,knagarur@gmail.com,,List import
11121152,Inactive Investor,Mark Barkasy,,"St. Bernard Financial Services, Inc. Vernon Rockville CT 220 Hartford Tpke",mark.barkasy@stbernardfinancial.com,,Salesforce
11025176,Inactive Investor,Corinne Gibbs,,PFS Investments Inc. San Antonio TX 911 Isom Rd,corinneegibbs@primerica.com,,Salesforce
11228761,Inactive Investor,Tamara Breunig,,J.P. Morgan Securities LLC Midland TX 500 W Wall St,tamara.breunig@jpmorgan.com,,Salesforce
11014916,Inactive Investor,Brad Murphy,,"Empower Financial Services, Inc Tolland CT Private Residence",brad.murphy@empower.com,,Salesforce
11203155,Inactive Investor,Ann Centrella,Secretary,"Forza Investment Advisory, LLC",,,Salesforce
11222532,,Anna Apodaca,,,aapodaca@merceradvisors.com,,List Import
5983005,,mokii fiona,,,sanomij358@chnlog.com,,Web Form Fillout
11234948,Inactive Investor,Erik Christman,Wealth Advisor,"Buckingham Strategic Wealth, LLC Cincinnati OH 8044 Montgomery Rd",echristman@buckinghamgroup.com,,Salesforce
10777744,Inactive Investor,Paige Statton,Portfolio Associate,Morgan Stanley Charleston SC 850 Morrison Dr,paige.alyson.vansant@morganstanley.com,,Salesforce
10782318,Inactive Investor,James McAtee,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",jim.mcatee@wellsfargoadvisors.com,,Salesforce
9598380,,RICHARD NORRIS,,,richardnorris1@me.com,,List import
9550569,,Douglas Gauld,,,doug@itsupplierinc.com,,List import
11154812,Inactive Investor,Mark Miller,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",mark.w.miller@wellsfargoadvisors.com,,Salesforce
10814878,Inactive Investor,Trevor Forbes,Chief Investment Officer;Manager;President,"Renaissance Investment Group, LLC",,,Salesforce
10801698,Inactive Investor,Christopher Hickey,Associate Regional Manager;First Vice President,Morgan Stanley Boston MA 28 State St,christopher.p.hickey@morganstanley.com,,Salesforce
10864869,Inactive Investor,Hans Schemmel,Senior Product Leader,Edward Jones Winchester MA Private Residence,,,Salesforce
11106918,Inactive Investor,John Kang,Wealth Advisor,"Parallel Advisors, LLC",john.kang@paralleladvisors.com,,Salesforce
10489738,,Victor Olivera,"Financial Advisor, Financial Planning Specialist, Portfolio Manager, Workplace Advisor",Morgan Stanley Plano TX 7500 Dallas Pkwy,volivera@yahoo.com,,List Import
10852953,Inactive Investor,James Sigg,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,james.sigg@primerica.com,,Salesforce
10797439,Inactive Investor,John Royall,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,powell.royall@morganstanley.com,,Salesforce
9646985,,Dongting L,,,ldongting002@gmail.com,,List import
11028199,Inactive Investor,Brett Mccarty,Branch Manager,Citigroup Global Markets Inc. Walnut Creek CA 1660 Olympic Blvd,,,Salesforce
11181543,Inactive Investor,Richard Vaughn,Financial Advisor,"Wells Fargo Clearing Services, LLC Hyannis MA 1513 Iyannough Rd",richard.vaughn@wellsfargoadvisors.com,,Salesforce
11076617,Inactive Investor,Thomas Liberty,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",thomas.liberty@schwab.com,,Salesforce
37106,,Karl Rothhaar,Financial Advisor,"Equity Services, Inc.",rothhaar_karl@nlvmail.com,704-554-6404,
11154157,Inactive Investor,William Matzinger,Private Wealth Advisor,"Osaic FA, Inc. Hartford CT 350 Church St",bill.matzinger@lfg.com,,Salesforce
11254190,Inactive Investor,Matthew Grieco,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10951238,Inactive Investor,Richard Ropelewski,,"Great Valley Advisor Group, Inc. Braintree MA 30 Braintree Hill Office Park",rropelewski@greatvalleyadvisors.com,,Salesforce
10801627,Inactive Investor,Kurt Martens,,"Raymond James Financial Services, Inc. Anchorage AK 3401 Denali St",kurt.martens@raymondjames.com,,Salesforce
10646874,,Mark Durant,,,mark.durant@lpl.com,,List Import
348296,,Donald Collins,Managing Director; Majority Member; Voting And Non-voting Units,"Ironwood Investment Management, Llc",dcollins@ironwoodfunds.com,617-757-7600,Manual List Upload
9559475,,Guy Anderson,,,guy.anderson@voyafa.com,,List import
11018993,Inactive Investor,Jose Rojas-Lara,,PFS Investments Inc. Houston TX 16225 Park 10 Pl,jrojas-lara@primerica.com,,Salesforce
10978718,Inactive Investor,Nerisa Hazel,,J.P. Morgan Securities LLC Fort Lauderdale FL 8351 NW 88th Ave,nerisa.hazel@jpmorgan.com,,Salesforce
11173997,Inactive Investor,Steven Boyd,,"Parsonex Securities, Inc. Orange CA 333 City Blvd W",steven.boyd@parsonexsecurities.com,,Salesforce
10474522,,Kerry Provenzano,,,kerry@relay.fm,,Web Form Fillout
10986655,Inactive Investor,Dona Folmar,,Robert W. Baird & Co. Incorporated San Antonio TX 227 N Loop 1604 E,afolmar@rwbaird.com,,Salesforce
11135367,Inactive Investor,Matthew Ryan,Chief Compliance Officer;Founder,Focused Mission Financial,matt@focusedmissionfinancial.com,,Salesforce
10905489,Inactive Investor,Alexandra Schayes,,Jefferies LLC,aschayes@jefferies.com,,Salesforce
9574959,,David Pimper,,,dpimper@calton.com,,List import
9610498,,Matthew Woolnough,,,matt@woolnough.com.au,,List import
10882897,Inactive Investor,Aimee Toth,,Invicta Capital LLC,aat@invictacapitaladvisors.com,,Salesforce
212144,,Douglas Torrington,,[Unknown],dwtorrington@bellsouth.net,,
11110097,Inactive Investor,James Ripley,Chief Compliance Officer;President,RAI Wealth Management,jpr@raiwm.com,,Salesforce
9580169,,Thomas Kahn,,,tkahn@kahnbrothers.com,,List import
10910567,Inactive Investor,David Richardson,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11038999,Inactive Investor,Alan Elbert,Chief Operations Officer,"Elbert Financial Consulting, Inc.",,,Salesforce
10991085,Inactive Investor,Megan Mcconaughey,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",megan.mcconaughey@nm.com,,Salesforce
9643157,,Stephen Williams,,,islandervt@gmail.com,,List import
10820559,Inactive Investor,Neil Nichols,Branch Manager,LPL Financial LLC Littleton CO 8191 Southpark Ln,neil.nichols@lpl.com,,Salesforce
11205297,Inactive Investor,James Massie,Financial Professional,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",scottmassie@financialguide.com,,Salesforce
10753219,Inactive Investor,Donald Kemp,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",,,Salesforce
11019978,Inactive Investor,Jackson Graham,,"Osaic Wealth, Inc. Marlborough MA 4 Mount Royal Ave",,,Salesforce
10925886,Inactive Investor,James Haskell,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
281,,,,,jebanglin250@yahoo.com,,
10962935,Inactive Investor,Brijette Ortiz,,State Farm VP Management Corp. Clinton MS 402 Monroe St,brijette.ortiz.k43x@statefarm.com,,Salesforce
9633987,,Roger Cordle,,,rogercordle@earthlink.net,,List import
10783897,Inactive Investor,Joseph Lindsey,,PFS Investments Inc. Albany GA 1216 Dawson Rd,joseph.lindsey@primerica.com,,Salesforce
10613862,,Enrico Lomonaco,"Financial Advisor, Senior Vice President - Wealth Management",,enrico.lomonaco@ubs.com,,List Import
11184343,Inactive Investor,Paul Rittierodt,Financial Advisor,Thrivent Investment Management Inc. Federal Way WA 2505 S 320th St,paul.rittierodt@thrivent.com,,Salesforce
10880416,Inactive Investor,Kristina Kelly,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kristina.kelly@schwab.com,,Salesforce
9600436,,Melinda Withanom,,,mwithanom@northstarcapital.com,,List import
10787809,Inactive Investor,Michele Weiner,,Citigroup Global Markets Inc.,michele.weiner@citi.com,,Salesforce
10767760,Inactive Investor,Nicholas Russillo,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,nrussillo@janney.com,,Salesforce
11174909,Inactive Investor,Michael Lebrun,Financial Consultant,"Osaic Wealth, Inc. Mitchell SD 1716 N Sanborn Blvd",,,Salesforce
9590300,,JITENDER BEHL,,,jessieusa7@gmail.com,,List import
11011171,Inactive Investor,Patrick Jucker,,J.P. Morgan Securities LLC Exton PA 109 N Pottstown Pike,,,Salesforce
10842002,Inactive Investor,Emily Julian,Client Assistant,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,,,Salesforce
9542410,,zach vogel,,,zach.vogel511@gmail.com,,List import
9619954,,Soutsada Sisourath,,,nustjrx@gmail.com,,List import
11000219,Inactive Investor,Juli Foster,,"Allstate Financial Services, LLC Red Bluff CA 810 Main St",julifoster@allstate.com,,Salesforce
11219744,,Loran Coffman,,,lcoffman@edelmanfinancialengines.com,,Other
10808731,Inactive Investor,Brendan Mcgovern,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,brendan.j.mcgovern@jpmorgan.com,,Salesforce
10838151,Inactive Investor,Irma Anacleto,Financial Advisor,"Ameriprise Financial Services, LLC La Mesa CA 7968 El Cajon Blvd",josephine.anacleto@ampf.com,,Salesforce
10047999,,Jeffery Martin,,,yardapestr@gmail.com,,Web Form Fillout
11027239,Inactive Investor,Jaclyn Wong,,"Independent Financial Group, LLC Pleasanton CA 4305 Hacienda Dr",,,Salesforce
11096828,Inactive Investor,Marc Courland,Advisor;Vice President,EP Wealth Advisors,mcourland@epwealth.com,,Salesforce
9618098,,Steven Beard,,,steven.beard@citadel.com,,List import
10610203,,michael jungkeit,,,jungkeits@comcast.net,,Web Form Fillout
10875017,Inactive Investor,Michael Brown,Senior Vice President,Citigroup Global Markets Inc. Skokie IL 4749 Golf Rd,michael.j.brown@citi.com,,Salesforce
649,,,,,cherese983@sapo.pt,,
11152513,Inactive Investor,Chad Franklin,,"Osaic Wealth, Inc. Millbrae CA 209 Broadway",,,Salesforce
10854897,Inactive Investor,Scott Henyan,,NYLIFE Securities LLC Yakima WA 3901 Kern Way,shenyan@ft.newyorklife.com,,Salesforce
371822,,Richard Madigan,,United States,rcmadigan@gmail.com,,Salesforce
210237,,VANESSA TRUJILLO,,[Unknown],vtrujillo@friedmanllp.com,,
9553779,,Choi Seonghyeon,,,rlfahs521@naver.com,,List import
9569745,,David Bridgwood,,,dave.bridgwood@voya.com,,List import
9552248,,Thaddeus Howell,,,thaddeus.howell@uboc.com,,List import
11208376,Inactive Investor,Brian Parker,Co-Founder;Managing Director,EP Wealth Advisors Torrance CA 21515 Hawthorne Blvd,bparker@epwealth.com,,Salesforce
10779194,Inactive Investor,David Meyer,Chief Executive Officer;Senior Investment Officer,Monarch Capital Management Inc,dmeyer@monarchcapitalmgmt.com,,Salesforce
11145557,Inactive Investor,Bradley Koch,Financial Advisor;Senior Vice President,Morgan Stanley Stillwater MN 270 Main St N,bradley.koch@morganstanley.com,,Salesforce
11020697,Inactive Investor,Chenique Johnson,,J.P. Morgan Securities LLC Dallas TX 2121 N Pearl St,chenique.johnson@jpmorgan.com,,Salesforce
10840674,Inactive Investor,Stanley Scarvey,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Tuscaloosa AL 1470 N Bank Pkwy",clark.scarvey@ampf.com,,Salesforce
11037399,Inactive Investor,Michelle Kostyal,,Cetera Advisor Networks LLC Haddon Heights NJ 213 White Horse Pike,kostyalm@ceteranetworks.com,,Salesforce
10951198,Inactive Investor,Jesus Gutierrez,,"Farmers Financial Solutions, LLC Corpus Christi TX 8401 Weber Rd",jgutierrez@farmersagent.com,,Salesforce
9558445,,Buster Shepherd,,,bshepherd@voyafa.com,,List import
11143055,Inactive Investor,Xavier Almoro-Watkins,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",xavier.almoro-watkins@equitable.com,,Salesforce
11093693,Inactive Investor,Hsun Shih,,"Raymond James Financial Services, Inc. San Francisco CA 360 W Portal Ave",h.shih@raymondjames.com,,Salesforce
11258598,Inactive Investor,Peter Klisiewicz,Managing Partner;Member,Stone Island Financial Planning Naperville IL 2135 City Gate Ln,mcm@stoneislandfp.com,708-785-5140,Web Form
10777553,Inactive Investor,Ana Grandjacques,,Morgan Stanley Stamford CT 4 Landmark Sq,ana.grandjacques@morganstanley.com,,Salesforce
190572,,Richard Reed,"Chief Compliance Officer, Investment Advisor Representative","Sequent Planning, LLC",rick@sequentplanning.com,402-953-3544,product
10771776,Inactive Investor,Derek Huffman,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",derek.huffman@wellsfargoadvisors.com,,Salesforce
11096169,Inactive Investor,Jeffrey Baker,Financial Advisor;President,Money Concepts Capital Corp Montgomery TX Private Residence,jbaker@moneyconcepts.com,,Salesforce
11022806,Inactive Investor,Maria Soave-Krambeck,Personal Banker,"Fifth Third Securities, Inc. Utica MI 13555 23 Mile Rd",maria.soave-krambeck@53.com,,Salesforce
11018353,Inactive Investor,Sharesa Williams,,"BOK Financial Securities, Inc. Tulsa OK 6505 E 101st St",,,Salesforce
9613394,,Kenneth Mcatamney,,,kmcatamney@williamblair.com,,List import
10906520,Inactive Investor,Robert Challenger,Chief Compliance Officer;Financial Advisor;Member,"Tremont Street Advisors, LLC",rob@tremontsa.com,,Salesforce
9561147,,John Halk,,,john.halk@captrustadvisors.com,,List import
10966144,Inactive Investor,Thomas Reardon,Senior Wealth Advisor,RKL Private Wealth Reading PA 1330 Broadcasting Rd,treardon@rklwealth.com,,Salesforce
9579888,,Brian Foist,,,brian.foist@northlanecapital.com,,List import
9559131,,Ross Price,,,ross.price@53.com,,List import
9557084,,Debra Reardon,,,debra.reardon@suntrust.com,,List import
11069368,Inactive Investor,Christopher Bickhart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,christopher.bickhart@fidelity.com,,Salesforce
10911764,Inactive Investor,Angela Caballero,,PFG Advisors Tucson AZ 2500 E 22nd St,,,Salesforce
9594823,,Martha Pomerantz,,,martha.pomerantz@evercore.com,,List import
10964003,Inactive Investor,Jeremy Wozunk,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",jeremy.wozunk@ml.com,,Salesforce
10806474,Inactive Investor,Chad Irving,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",chad_irving@ml.com,,Salesforce
9563341,,Sudhir Rai,,,sudhirrai1502@gmail.com,,List import
10871806,Inactive Investor,Kathryn Campbell,,State Farm VP Management Corp. Peoria AZ 9200 W Union Hills Dr,katie.campbell.hg6o@statefarm.com,,Salesforce
211466,,Faith Morgan,Legislative Correspondent,U.S. Senate,faith_morgan@baldwin.senate.gov,,Content
11192786,Inactive Investor,Madelyn Ambrose,,Cetera Investment Services LLC Ludington MI 201 W Loomis St,,,Salesforce
9632138,,James Hughes,,,lavoka13@gmail.com,,List import
374048,,"Emeka, Okoro",,[Unknown],smartcontract042@gmail.com,,source
235652,, -,,[[Unknown]],ahmad.yuhanna@gmail.com,,
11217769,,James Pijuan,,,james.pijuan@citigroup.com,,List Import
9587927,,Miles Duncan,,,milesduncan9@gmail.com,,List import
11007084,Inactive Investor,Angela Goodman,,Thrivent Investment Management Inc.,,,Salesforce
9585227,,Geoffrey Cornell,,,geoffrey.cornell@chartisinsurance.com,,List import
11193882,Inactive Investor,William Dungan,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",william.dungan@wellsfargoadvisors.com,,Salesforce
9561369,,David Shafrir,,,david@gda.capital,,List import
11235571,Inactive Investor,Sean Brady,Associate Investment Advisor,"Masterworks Advisers, LLC",,,Salesforce
11106643,Inactive Investor,Chana Bregman,Financial Advisor,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,chana.bregman@morganstanley.com,,Salesforce
10358889,,Harvey Miller,,,harvey.websolution3@gmail.com,,Web form fillout
9573801,,Gökhan Solmaz,,,gokhansolmaz1234@gmail.com,,List import
10753896,Inactive Investor,Cynthia Agran,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",cynthia_agran@ml.com,,Salesforce
11090600,Inactive Investor,Shannon Miller,,LPL Financial LLC Huntington Beach CA 7777 Center Ave,shannon.miller@lpl.com,,Salesforce
10993435,Inactive Investor,James Balfour,Investment Advisor,F L Putnam Investment Management Co.,jbalfour@flputnam.com,,Salesforce
9606410,,William Groah,,,bgroah@outlook.com,,List import
9563715,,Irene Li,,,irene.yh.li1021@gmail.com,,List import
9628801,,Ryan Nisbet,,,ryannisbet1@gmail.com,,List import
10895564,Inactive Investor,Ray Laney,,Stonex Securities Inc. Cincinnati OH 250 E 5th St,,,Salesforce
168050,,Dom Bonham,,[Unknown],dombonham1@gmail.com,,
10997210,Inactive Investor,Jeffrey Leveen,,"Avantax Investment Services, Inc. Camas WA 2136 Division St",,,Salesforce
341127,,Kevin Leonard,,NEPC,kleonard@nepc.com,(617) 424-7327,Manual List
11075597,Inactive Investor,David Noell,Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10971308,Inactive Investor,William Rich,,Fidelity Brokerage Services LLC,,,Salesforce
11039440,Inactive Investor,Lindsay Conte,Associate Director - Portfolio Management;First Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,lindsay.b.conte@morganstanley.com,,Salesforce
11227382,Inactive Investor,Molly Lansidel,,"Burford Brothers, Inc.",,214-523-2333,Salesforce
11152425,Inactive Investor,Richard Stjean,Financial Professional,"MML Investors Services, LLC Boston MA 280 Congress St",rstjean@massmutual.com,,Salesforce
3651519,,YASUDA JAY,,,yasuda.ato.mic@gmail.com,,Web Form Fillout
10765168,Inactive Investor,David Donaldson,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david_donaldson@ml.com,,Salesforce
10979417,Inactive Investor,Larry Skarset,,Innovation Partners LLC,lskarset@innovationpartnersllc.com,,Salesforce
11167683,Inactive Investor,Thomas Ferraro,,Fidelity Brokerage Services LLC,,,Salesforce
10960473,Inactive Investor,Jessica Wilson,,Vanguard Marketing Corporation,jessica_wilson@vanguard.com,,Salesforce
9604353,,Katrina Jensen,,,katrina.l.jensen@jpmorgan.com,,List import
10815027,Inactive Investor,Ephraim Calbert,Regional Vice President,PFS Investments Inc. San Francisco CA 962 Geneva Ave,ephraim.calbert@primerica.com,,Salesforce
11221202,,Robert Meckstroth,,,robert.meckstroth@cnr.com,,List Import
11181816,Inactive Investor,Jay Eagan,,"MML Investors Services, LLC Lubbock TX 8721 Milwaukee Ave",jeagan@massmutual.com,,Salesforce
9547289,,Steven Cannatella,,,cannatella.steve@principal.com,,List import
10808806,Inactive Investor,Dennis Blackwell,,LPL Financial LLC,dennis.blackwell@lpl.com,,Salesforce
9546539,,Richard Stimpson,,,rstimpson@leavellinvestments.com,,List import
182441,,Enrique J Mendez,,[Unknown],ejmmendez@icloud.com,,
11206069,Inactive Investor,Richard Perry,Financial Advisor,LPL Financial LLC Rumson NJ Private Residence,rich.perry@lpl.com,,Salesforce
10967822,Inactive Investor,Alexander Lippitt,Chief Investment Officer,"Northeast Financial Group, Inc.",alippitt@nefginc.com,,Salesforce
11182934,Inactive Investor,Benjamin Coburn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11126667,Inactive Investor,Jay Weintraub,,LPL Financial LLC Southampton PA 928 Jaymor Rd,jay.weintraub@lpl.com,,Salesforce
11025043,Inactive Investor,Lawrence Campbell,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",lawrence.campbell@raymondjames.com,,Salesforce
10662017,,David Pavlik,,,dave@decennialgroup.com,,List import
209079,,Alan Nishimoto,Financial Advisor,"Securities America Advisors, Inc.",alan.nishimoto@securitiesamerica.com,808-585-0288,
9544704,,Danna Wang,,,danna.wang@nocdevelopment.com,,List import
9542808,,Vaclav Jares,,,vasek.jares@gmail.com,,List import
10931354,Inactive Investor,Clarence Ashlock,,"Farmers Financial Solutions, LLC Norman OK 2401 Tee Cir",,,Salesforce
10860678,Inactive Investor,George Syme,,"IFP Securities, LLC Vero Beach FL Private Residence",george.syme@ifpartners.com,,Salesforce
11211392,Inactive Investor,Barry Dubrow,,United Planners' Financial Services of America A Limited Partner Pompano Beach FL 5401 N University Dr,badubrow@unitedplanners.com,,Salesforce
10478431,,Jun Junaidi,,,nedyvivi@gmail.com,,Web Form Fillout
10797879,Inactive Investor,Ronald Bazata,,Cetera Advisor Networks LLC Kearney NE 223 W 16th St,bazatar@ceteranetworks.com,,Salesforce
10918592,Inactive Investor,Carey Berger,,"Osaic Wealth, Inc. Overland Park KS 10955 Lowell Ave",,,Salesforce
11198912,Inactive Investor,Brittany Jackson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,brittany.jackson@jpmorgan.com,,Salesforce
11170467,Inactive Investor,Leonard Lehmann,,"Empower Financial Services, Inc Topeka KS 800 SW Jackson St",leonard.lehmann@empower.com,,Salesforce
10892943,Inactive Investor,Andrew Mcdowell,,Cetera Advisor Networks LLC Champaign IL 2911 Crossing Ct,,,Salesforce
9645270,,D Donaldson,,,ddonaldson@hotmail.com,,List import
11115222,Inactive Investor,Wally Taylor,,State Farm VP Management Corp. Conyers GA 885 Honey Creek Rd SE,wallytaylor@statefarm.com,,Salesforce
10848376,Inactive Investor,Ryan Vogel,Chief Planning Officer;Member;Partner;Senior Wealth Advisor,Novi Wealth Partners,ryan@noviwealth.com,,Salesforce
9622548,,Kevin Madison,,,rkm836@att.net,,List import
11210605,Inactive Investor,Kristine Walker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kristine.walker@fidelity.com,,Salesforce
10793383,Inactive Investor,Bryan Griffin,Financial Advisor,Edward Jones Clinton NC 312 College St,bryan.griffin@edwardjones.com,,Salesforce
10941441,Inactive Investor,Muhammad Usman Omer,,Goldman Sachs & Co.,,,Salesforce
11067339,Inactive Investor,Stephen Castanza,,"Osaic Wealth, Inc. Huntington NY Private Residence",,,Salesforce
11220842,,James Wellman,,,james.wellman@empower.com,,List Import
10826925,Inactive Investor,Deanna Harnett,Financial Advisor,Morgan Stanley Portland ME 100 Middle St,deanna.harnett@ms.com,,Salesforce
9591278,,Joel Magruder,,,jmagruder@financialpartnersgroup.net,,List import
9564217,,fabrice tillon,,,fabrice.tillon@gmail.com,,List import
9606313,,Dilip Patel,,,nishilanu@msn.com,,List import
10849473,Inactive Investor,Anthony Kubien,,Sigma Financial Corporation Allen Park MI 7321 Park Ave,,,Salesforce
9646099,,Samir Tabar,,,hcapizzi@rbmilestone.com,,List import
9612810,,Stefane Ladous,,,stefaneladous@gmail.com,,List import
6528974,,bfvg jk,,,gavef72744@ezgiant.com,,Web Form Fillout
10659308,,Todd Pieropan,,,todd.b.pieropan@pjc.com,,List Import
236365,, -,,[[Unknown]],askthecpa@askthecpapro.com,,Organic Search
10967346,Inactive Investor,Kimberly Taylor,Financial Advisor,The Wealth Consulting Group,ktaylor@wealthcg.com,,Salesforce
10790075,Inactive Investor,Natalie Pratt,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,natalie.hansson@fidelity.com,,Salesforce
11154740,Inactive Investor,Terry Cross,,"Osaic Wealth, Inc. Ames IA 2619 Northridge Pkwy",,,Salesforce
11063366,Inactive Investor,Andrew Beshuk,Financial Advisor,LPL Financial LLC Jefferson City MO 3218 W Edgewood Dr,andrew.beshuk@lpl.com,,Salesforce
11043706,Inactive Investor,Mukhtar Tajik,,J.P. Morgan Securities LLC Richmond TX 8027 W Grand Pkwy S,mukhtar.tajik@jpmorgan.com,,Salesforce
10979294,Inactive Investor,Michael Sanchez,,J.P. Morgan Securities LLC Chatsworth CA 10370 Mason Ave,michael.x3.sanchez@chase.com,,Salesforce
227697,, -,,[Unknown],officialshinjin210@gmail.com,,
10612880,,Harold Cho,"Senior Financial Advisor, Vice President",,harold.cho@ml.com,,List Import
11037803,Inactive Investor,Danny Andrade,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10647625,,Tyler Whalen,,,tyler.whalen@wellsfargo.com,,List Import
10919025,Inactive Investor,Rebecca Brown,Financial Advisor,Edward Jones New Braunfels TX 111 W San Antonio St,rebecca.a.brown@edwardjones.com,,Salesforce
11198170,Inactive Investor,Manish Khatta,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President;Regulatory Contact;Secretary,Potomac Fund Management,mkhatta@potomacfund.com,,Salesforce
10972060,Inactive Investor,Michael Baker,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,mike@gerberkawasaki.com,,Salesforce
10966988,Inactive Investor,Toya Pollard,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",pollard.toya@principal.com,,Salesforce
10644905,,Christopher Stradling,,,cstradling@lincolninternational.com,,List Import
9640862,,Arul Prakash,,,prakasharul@gmail.com,,List import
46567,,Paul Wong,,"LaSalle St. Investment Advisors, L.L.C.",pwong@lasallest.com,781-416-0935,
10816047,Inactive Investor,John Coffey,Executive Director;Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,john.coffey@morganstanley.com,,Salesforce
11102041,Inactive Investor,Phillip Battin,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
10747587,,Samson Benen,,,sjbenen@gmail.com,9192519270,Web Form Fillout
10986360,Inactive Investor,Michael Parsons,Family Office Advisor,"Capital Investment Advisors, LLC",,,Salesforce
10947444,Inactive Investor,Thomas Abbood,,Commonwealth Financial Network North Kingstown RI 1130 10 Rod Rd,tabbood@commonwealth.com,,Salesforce
10980287,Inactive Investor,Stephanie Pierson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10885903,Inactive Investor,Gregory Halter,Director - Research,Carnegie Investment Counsel,ghalter@carnegieinvest.com,,Salesforce
9643655,,Jennifer Miller,,,jkmiller83@gmail.com,,List import
11261276,Inactive Investor,Angela Mhiripiri,Financial Advisor,Focus Financial,amhiripiri@focusfinancial.com,,Salesforce
9592983,,Jung-Min Kim,,,jmk263@nyu.edu,,List import
9642466,,gyutyu uikytiy,,,yhgyut@jhkg.com,,List import
10851428,Inactive Investor,Todd Hanson,Chief Operating Officer;Chief Technology Officer;Managing Partner;Partner;Regulatory Contact;Senior Analyst,"Convergence Investment Partners, LLC",todd.hanson@investcip.com,,Salesforce
11198281,Inactive Investor,Joel Blum,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Westbrook CT 1587 Boston Post Rd",joel.blum@ampf.com,,Salesforce
212909,,Elizabeth Cramer,,[Unknown],ec@epochalpha.com,,
339485,,Maritza Kelley,Government Relations Specialist,Pfm Asset Management Llc,kelleym@pfm.com,717-231-6200,Manual List Upload
11018685,Inactive Investor,Erik Knutson,Private Client Advisor,J.P. Morgan Securities LLC Mequon WI 5909 W Mequon Rd,erik.knutson@lpl.com,,Salesforce
10905976,Inactive Investor,Sandra Sheehan,Client Service Associate,Davenport & Company LLC Norfolk VA 101 W Main St,ssheehan@investdavenport.com,,Salesforce
11222117,,Landry Mead,,,lmead@ayco.com,,List Import
45851,,Marc Priebe,Vice President,Fisher Investments,m.priebe@fi.com,,
11235582,Inactive Investor,Jason Jager,Chief Compliance Officer;Partner,Inman Jager Wealth Management,,,Salesforce
11165497,Inactive Investor,Morgan Calton,,"Raymond James Financial Services, Inc. Denver CO 3190 S Wadsworth Blvd",morgan.calton@raymondjames.com,,Salesforce
179833,,Florian Köhler,,Florian KÃ¶hler,koehler@koehler.hk,,Content
11040584,Inactive Investor,April Hamilton,,PFS Investments Inc. Tinley Park IL 7851 185th St,ahamilton@primerica.com,,Salesforce
10856500,Inactive Investor,Donald Brown,Chief Compliance Officer,"Don Brown - Investment Advisor, LLC",,,Salesforce
10774857,Inactive Investor,Tyler Nace,Financial Advisor,SageSpring Wealth Partners Frisco TX 2601 Network Blvd,tyler.nace@swinvestmentgroup.com,,Salesforce
10915636,Inactive Investor,Chris Carrie,Chief Financial Officer;Managing Member;Managing Partner;Treasurer,Uptown Capital Advisors,chrisjcarrie@uptowncapital.com,,Salesforce
10964051,Inactive Investor,Jose Albiter,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",jose.albiter@robinhood.com,,Salesforce
11095510,Inactive Investor,Elaine Lo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,elaine.y.lo@jpmorgan.com,,Salesforce
10615821,,Calib Donnell,,,calib.donnell@prudential.com,,List Import
10908191,Inactive Investor,Nicholas Bibbee,,"Allstate Financial Services, LLC Vienna WV 1509 Grand Central Ave",nicholasbibbee@allstate.com,,Salesforce
11230311,Inactive Investor,Moise Tezzo,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,,,Salesforce
9641120,,Benjamin McClellan,,,ben.mcclellan5@gmail.com,,List import
11161768,Inactive Investor,Justin Martin,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
11021514,Inactive Investor,Michael Peters,,J.P. Morgan Securities LLC Waukesha WI 2317 Fox Run Blvd,,,Salesforce
11067906,Inactive Investor,Anthony Mensah,Chief Compliance Officer;Managing Member;President,"Mensah Finance Group, LLC",,,Salesforce
10926809,Inactive Investor,Craig Kliebert,,Cetera Advisor Networks LLC Baton Rouge LA 8280 YMCA Plaza Dr,,,Salesforce
10810993,Inactive Investor,Michael McHugh,,State Farm VP Management Corp. Minneapolis MN 5851 Duluth St,mike.mchugh.a7yo@statefarm.com,,Salesforce
4807573,,Joel Considine,,,joel123@gmail.com,,Web Form Fillout
11129968,Inactive Investor,Geoffrey Hemenway,Financial Advisor,LPL Financial LLC Omaha NE 5310 S 139th Plz,geoff.hemenway@lpl.com,,Salesforce
9624452,,Stacy Marcus,,,marcusstacylynn@hotmail.com,,List import
11211591,Inactive Investor,Matthew Conway,Private Client Associate,Janney Montgomery Scott LLC,mconway@janney.com,,Salesforce
10859382,Inactive Investor,Richard Ludington,Financial Advisor,"Voya Financial Advisors, Inc. Fayetteville NY 7000 E Genesee St",rludington@voyafa.com,,Salesforce
11156262,Inactive Investor,Michael Bassett,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",michael.bassett@equitable.com,,Salesforce
10994969,Inactive Investor,Anna McKee,,"Principal Securities, Inc.",,,Salesforce
10935379,Inactive Investor,Anders Bergh,Financial Planner,"Pruco Securities, LLC. Kalamazoo MI 3018 Oakland Dr",anders.bergh@prudential.com,,Salesforce
11129218,Inactive Investor,Lucas Sapienza,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
340971,,Scarborouch Patrick,Portfolio Manager,Wealth Planning Corp,patrick@wealthp.com,513-733-1750,Manual List Upload
11192912,Inactive Investor,George Cotayo,,Morgan Stanley New York NY 1 New York Plz,george.cotayo@morganstanley.com,,Salesforce
11161808,Inactive Investor,Ryan Tomaso,,Morgan Stanley,,,Salesforce
342142,,Olta Isufaj,Document Processing Associate,"Buckingham Strategic Partners, Llc",oisufaj@bamadvisor.com,314-725-0455,Manual List Upload
10618035,,Jong Ho Choi,,,jongho.choi@thrivent.com,,List Import
167342,,Eric Tirtaputra,,[Unknown],etirtaputra@hey.com,,Organic Search
9601363,,Béatrice Carrot (main),,,beatrice.carrot@gmail.com,,List import
10982430,Inactive Investor,Cory Gelvin,Financial Professional Associate,"Pruco Securities, LLC. Fayetteville AR 4257 N Gabel Dr",cory.gelvin@prudential.com,,Salesforce
10615295,,David Steadly,"Financial Advisor, Financial Planning Specialist, Senior Investment Management Consultant, Senior Vice President",,david.m.steadly@morganstanley.com,,List Import
10865456,Inactive Investor,Warren Vanotterloo,Chief Executive Officer;Manager,Acentrus Financial Partners LLC,,,Salesforce
10942113,Inactive Investor,Dominic Severino,Financial Advisor,"Principal Securities, Inc. Melville NY 48 S Service Rd",severino.dominic@principal.com,,Salesforce
10968889,Inactive Investor,Swastik Deshpande,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
11052545,Inactive Investor,Kueston Brooks,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,,,Salesforce
11185383,Inactive Investor,Colesen Evans,Chief Compliance Officer;Director,"Lexington Hill Partners, LLC",cevans@lexingtonhillpartners.com,,Salesforce
10933207,Inactive Investor,Susan Kasser,Managing Director,Neuberger Berman BD LLC Avon CO 82 E Beaver Creek Blvd,susan.kasser@nb.com,,Salesforce
248385,,Derek M. Welski,Educational Consultant,MediaHub,derek.welski@mediahubww.com,,Manual List Upload
10487032,,Byron Freeman,Private Client Banker,J.P. Morgan Securities LLC,bfree0@yahoo.com,,List Import
8950,,Jamie Hardy,,[[Unknown]],jam13hardy@pm.me,,Database Upload
10645166,,John Hallberg,,,jackhallberg@allstate.com,,List Import
10809283,Inactive Investor,John Miller,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",john.miller86@ml.com,,Salesforce
10658352,,Anders Raaum,,,araaum@federallife.com,,List Import
10821084,Inactive Investor,Gil Berman,Financial Advisor;Owner,"Berman, Gil",,,Salesforce
9598959,,Han Kim,,,hkim@altosventures.com,,List import
11232312,Inactive Investor,Emmanuel Torres,,"TIAA-CREF Individual & Institutional Services, LLC Minneapolis MN 8000 Norman Center Dr",emmanuel.torres@tiaa.org,,Salesforce
10930823,Inactive Investor,Deena Kobrin,,"Next Financial Group, Inc. Trenton NJ 20 Charlene Ct",,,Salesforce
10805867,Inactive Investor,Richard Johnson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
10860408,Inactive Investor,Patricia Johnson,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,pgjohnson@primerica.com,,Salesforce
10758777,Inactive Investor,James Schaffer,Financial Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",james.schaffer@lfg.com,,Salesforce
9636563,,Michelle Miller,,,michelle.miller@fiduciaryvest.com,,List import
11118195,Inactive Investor,Jose Iguina Hernandez,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",jose.iguina@ml.com,,Salesforce
11078708,Inactive Investor,Whitley Mott,,"Equity Services, Inc. Minnetonka MN 16200 Hwy 7",mott_whitley@nlvmail.com,,Salesforce
11017906,Inactive Investor,Anthony Canonaco,,Cetera Financial Specialists LLC Mount Prospect IL 1150 W Northwest Hwy,anthony.canonaco@ceterafs.com,,Salesforce
9573212,,Michael Ware,,,mware@praesidiumim.com,,List import
11199690,Inactive Investor,Charles Snyder,,LPL Financial LLC Lubbock TX 6213 98th St,,,Salesforce
10908465,Inactive Investor,Wilbur Barber,,Morgan Stanley Alpharetta GA 3 Edison Dr,wilbur.barber@morganstanley.com,,Salesforce
111849,,Michael Hoy,Director of Corporate Sales and Pendo For Startups,Pendo,michael.th.hoy@gmail.com,2406724876,Organic Search
9635695,,Sandy Vidosh,,,svidosh@waller.com,,List import
10829568,Inactive Investor,Michael Kramer,,Cetera Advisor Networks LLC Lawrenceburg IN 131 E High St,michael.kramer@ceteranetworks.com,,Salesforce
11104411,Inactive Investor,Kelly Harmon,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",kelly.harmon@nm.com,,Salesforce
10915614,Inactive Investor,Walter Hiel,,LPL Financial LLC Largo FL 285 Clearwater Largo Rd N,walt.hiel@lpl.com,,Salesforce
351510,,Corbin Foster,Financial Planner,Greenwood Gearhart Inc.,cfoster@greenwoodgearhart.com,479-521-5353,Manual List Upload
9606979,,Joe Hopkins,,,comforteagletrading@gmail.com,,List import
10821663,Inactive Investor,Stephen Yevak,,Tocqueville Securities L.P. Vero Beach FL 2911 Cardinal Dr,syevak@tocqueville.com,,Salesforce
10808157,Inactive Investor,Bobby Cowand,,"Realta Equities, Inc. Austin TX 4718 Duval St",,,Salesforce
9552278,,Evgeny Vostretsov,,,evostretsov@falconedgecap.com,,List import
11258012,Inactive Investor,John Laforge,Head of Real Asset Strategy,Wells Fargo Investment Institute,john.laforge@wellsfargo.com,,Salesforce
10554588,,Thomas Lynch,,,tclynch99@gmail.com,,Web Form Fillout
10979736,Inactive Investor,Dylan Chmiel,,LPL Financial LLC Buffalo NY 285 Delaware Ave,dylan.chmiel@lpl.com,,Salesforce
11183577,Inactive Investor,Deborah Bohn,Client Specialist,Robert W. Baird & Co. Incorporated Naples FL 5811 Pelican Bay Blvd,dbohn@rwbaird.com,,Salesforce
11019561,Inactive Investor,David Wong,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",david.wong@usbank.com,,Salesforce
11012932,Inactive Investor,Sara Oppenheimer,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,,,Salesforce
11193906,Inactive Investor,Andrew Dilsaver,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,andy.dilsaver@morganstanley.com,,Salesforce
11083210,Inactive Investor,Joseph Wisialko,,"Concourse Financial Group Securities, Inc. Westwood MA 248 Washington St",joseph.wisialko@concoursefinancial.com,,Salesforce
10936919,Inactive Investor,Brian Cullinane,,Cetera Advisors LLC Ellensburg WA 504 E Mountainview Ave,briancullinane@ceteraadvisors.com,,Salesforce
11221405,,Edmund Soong,,,esoong@pragadvisors.com,,List Import
11002731,Inactive Investor,Matthew Rakofsky,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10766129,Inactive Investor,John Troncale,Financial Advisor,"Wells Fargo Clearing Services, LLC Anniston AL 101 E 11th St",john.troncale@wellsfargoadvisors.com,,Salesforce
11030796,Inactive Investor,Brett Rothas,Financial Advisor,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",brett.rothas@equitable.com,,Salesforce
11094150,Inactive Investor,Jaime Castellanos,Financial Associate,Thrivent Investment Management Inc. Stockton CA Private Residence,jaime.castellanos@thrivent.com,,Salesforce
10805540,Inactive Investor,George Zydel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
192302,,Don Lloyd,,(Retired),dpl555@yahoo.com,2515046156,
11236878,Inactive Investor,Kenji Bleicker,Wealth Advisor,"Opes Wealth Management, LLC Ashland OR 146 Clear Creek Dr",kbleicker@opesadvisors.com,,Salesforce
11124868,Inactive Investor,Richard Matravers,Financial Advisor,Edward Jones Waupun WI 404 E Main St,rich.matravers@edwardjones.com,,Salesforce
11255400,Inactive Investor,Matthew Witter,Financial Advisor;Member,Savant Wealth Management Doylestown PA 3655 Rte 202,mwitter@savantwealth.com,,Salesforce
11127778,Inactive Investor,Amber Schares,,"Ameriprise Financial Services, LLC Cedar Falls IA 6919 Chancellor Dr",amber.r.schares@ampf.com,,Salesforce
10762771,Inactive Investor,Kathleen Valentine,Family Wealth Director;Financial Advisor;First Vice President,Morgan Stanley Palm Desert CA 74199 El Paseo,kathleen.valentine@morganstanley.com,,Salesforce
204713,,Diego Tremiterra,,[Unknown],diego@nostercapital.com,,source
10696064,,Christopher Virgili,,SOL Capital Management Co.,cvirgili@sol-capital.com,,List Import
10959164,Inactive Investor,Andrew Newell,Account Executive,Fisher Investments,,,Salesforce
10768880,Inactive Investor,Sean Kingston,,Goldman Sachs & Co.,sean.kingston@gs.com,,Salesforce
10817880,Inactive Investor,Shawn Devillier,,B. Riley Wealth Management Boston MA 10 Post Office Sq,sdevillier@brileywealth.com,,Salesforce
223765,,Coley OBrien,,[Unknown],cobrien@44capital.xyz,,Direct
10937236,Inactive Investor,George Heathcote,,"Next Financial Group, Inc. Madison WI 5555 Odana Rd",gheathcote@nextfinancial.com,,Salesforce
11161215,Inactive Investor,Ernest Burgess,,PFS Investments Inc. Ridgeland MS 707 Beau Pre Dr,ernest.burgess@primerica.com,,Salesforce
10771679,Inactive Investor,Kumar Pindiprolu,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,kumar.pindiprolu@opco.com,,Salesforce
11123360,Inactive Investor,Aaron Lekarz,Financial Consultant,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",aaron.lekarz@equitable.com,,Salesforce
10943566,Inactive Investor,Grant Allen,Partner;Portfolio Manager;Senior Investment Strategist,"Acumen Wealth Advisors, LLC",grant.allen@acumenwealth.com,,Salesforce
10858972,Inactive Investor,Christopher Bessette,Assistant Vice President,Morgan Stanley Boston MA 28 State St,,,Salesforce
10855268,Inactive Investor,Joshua Burns,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,joshua.burns@fidelity.com,,Salesforce
11010401,Inactive Investor,Cherie Jolly,Chief Compliance Officer,Dynamic Wealth Advisors Anthem AZ Private Residence,cherie.jolly@dwaria.com,,Salesforce
10484935,,Adib Motiwala,"Managing Partner, President",Motiwala Capital,amotiwala@motiwalacapital.com,,List Import
10990023,Inactive Investor,Sandra Green- Cadet,,NYLIFE Securities LLC Fort Worth TX 777 Main St,,,Salesforce
9611988,,Sebastian Grudzinski,,,sebagrudzinski@gmail.com,,List import
11161029,Inactive Investor,Nicholas Dimenna,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Plymouth MA 18 Main Street Ext",,,Salesforce
11177210,Inactive Investor,Amy Kepler,Officer;Wealth Management Client Associate,"Sanctuary Securities, Inc. Wilmington NC 929 N Front St",amy.kepler@ml.com,,Salesforce
11074250,Inactive Investor,Jeffrey Stevens,Managing Partner,"August Wealth Group, Inc. Parker CO 10419 Flowerhill Ct",jeffrey@augustwealth.com,,Salesforce
208937,,Clay Abramson,,United States,cabramson005@gmail.com,,
7943803,,Maia Wsfiy,,,payijac718@meidecn.com,,Web Form Fillout
10885502,Inactive Investor,Elisha Weiss,Financial Professional;Vice President,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",elisha.weiss@equitable.com,,Salesforce
10805513,Inactive Investor,Jorge Chavez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Whittier CA 7255 Greenleaf Ave",jorge_d.chavez@ml.com,,Salesforce
207216,,Todd Hawkins,Financial Associate,Thrivent Investment Management Inc.,todd.hawkins@thrivent.com,,
10808416,Inactive Investor,Robert Cohen,,Key Investment Services LLC Chatham NY 16 Coleman St,rob_cohen@kisinvestments.com,,Salesforce
9597732,,Tricia Newcomb,,,tricia.newcomb@plantemoran.com,,List import
11081073,Inactive Investor,Greggory Harris,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Metairie LA 2000 Airline Dr",gregg.harris@raymondjames.com,,Salesforce
11222429,,Gerard Longo,,,glongo@commonwealth.com,,List Import
235654,, -,,[[Unknown]],alien.blackhole@gmail.com,,
10835970,Inactive Investor,Jason Downey,Executive Director;Family Wealth Director;Portfolio Management Director;Wealth Advisor,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,jason.downey@morganstanley.com,,Salesforce
9555709,,Rudolf Hoogenboom,,,ruhoo@aol.com,,List import
10854907,Inactive Investor,Rosa Welton,Director - Research;Portfolio Manager,Bradley Foster & Sargent Inc,rwelton@bfsinvest.com,,Salesforce
10885282,Inactive Investor,Patrick McNamara,Wealth Advisor,"Claro Advisors, LLC",pmcnamara@claroadvisors.com,(617) 769-2226,Salesforce
9618817,,Hilda Ochoa-Brillembourg,,,hochoa@strategicgroup.com,,List import
11045259,Inactive Investor,Jeffrey Strickland,Financial Advisor,"Ameriprise Financial Services, LLC Red Wing MN 210 Tyler Rd N",jeff.strickland@ampf.com,,Salesforce
11040109,Inactive Investor,Jeffrey Miller,,"W&S Brokerage Services, Inc. Las Vegas NV 2140 E Pebble Rd",,,Salesforce
10840213,Inactive Investor,Christopher Kilpatrick,Financial Advisor,Morgan Stanley Rapid City SD 909 Saint Joseph St,,,Salesforce
11223156,,Robert Keyser,,,bob@dawsonjames.com,,List import
10860106,Inactive Investor,Myron Bouwhuis,Financial Advisor,"Centaurus Financial, Inc. Clearfield UT 712 E 700 S",,,Salesforce
11196779,Inactive Investor,Sanju Bhattarai,,J.P. Morgan Securities LLC Berkeley CA 1870 Solano Ave,sanju.bhattarai@jpmorgan.com,,Salesforce
10781712,Inactive Investor,Brian Mack,,Citigroup Global Markets Inc.,brian.mack@citigroup.com,,Salesforce
9599500,,Mark Roche,,,mroche@techquitycap.com,,List import
10824453,Inactive Investor,Babak Seyedain,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Houston TX 5311 Weslayan St",bobby.seyedain@wellsfargoadvisors.com,,Salesforce
11044822,Inactive Investor,Timothy Hynes,,"Raymond James Financial Services, Inc. Fayetteville AR 4375 N Vantage Dr",timothy.hynes@raymondjames.com,,Salesforce
116556,,Jeff Manwaring,Financial Planner,FCA Corp,jmanwaring@fcacorp.com,713-260-1440,
10808905,Inactive Investor,Richard Lambert,Financial Advisor,Edward Jones Pearland TX 12234 Shadow Creek Pkwy,richard.lambert@edwardjones.com,,Salesforce
9559799,,Matthew Catlin,,,matthew.catlin@wealthalliance.net,,List import
11024521,Inactive Investor,Walter Singletary,,Cetera Advisor Networks LLC Reading PA Private Residence,walter.singletary@ceterawealth.com,,Salesforce
9609372,,James Dow,,,jimpdow@gmail.com,,List import
10752858,Inactive Investor,Joshua Sampson,Wealth Management Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,josh.sampson@morganstanley.com,,Salesforce
11097638,Inactive Investor,James Verlato,,"Avantax Investment Services, Inc. Pittsburgh PA 88 Fort Couch Rd",,,Salesforce
11151607,Inactive Investor,Thomas Cromer,,"Kestra Investment Services, LLC North Richland Hills TX 8613 Mid Cities Blvd",,,Salesforce
9554489,,Philipp Schulz,,,phil.schulz@gmail.com,,List import
10793791,Inactive Investor,Christopher Richards,Financial Advisor,Edward Jones Chapel Hill NC 100 Westgreen Dr,chris.richards@edwardjones.com,,Salesforce
11109848,Inactive Investor,Marc Michael,,LPL Financial LLC Fairburn GA Private Residence,marc.michael@lpl.com,,Salesforce
11179860,Inactive Investor,Ryan Carey,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,ryan.carey@fmr.com,,Salesforce
10922664,Inactive Investor,Joshua Burrichter,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joshua_burrichter@vanguard.com,,Salesforce
203490,,Linda Marcineková,,[Unknown],lindamarcinekova17@gmail.com,,source
220327,,Waldemar Maddux,,[Unknown],waltzilla@gmail.com,,
10999994,Inactive Investor,Renata Carico,,LPL Financial LLC Redwood City CA 555 Veterans Blvd,renata.carico@lpl.com,,Salesforce
11032206,Inactive Investor,John Herr,Chief Compliance Officer;President,Alpha Strategies Corporation,,,Salesforce
344721,,Christina Rodriguez,Office Manager,Post Capital Partners,crodriguez@postcp.com,212-888-5700,Manual List Upload
10867381,Inactive Investor,Maddison Delgado,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11160461,Inactive Investor,Michael Jennetta,Managing Director,Aegis Capital Corp. Egg Harbor Township NJ 3153 Fire Rd,mjennetta@aegiscap.com,,Salesforce
11162373,Inactive Investor,Gail Nickse,Financial Advisor,LPL Financial LLC Woburn MA 10 Cedar St,gail.nickse@lpl.com,,Salesforce
10757477,Inactive Investor,James Taylor,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 4100 4th St N",james.taylor2@wellsfargo.com,,Salesforce
10882725,Inactive Investor,Joseph Bakalian,,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,joseph.bakalian@jpmorgan.com,,Salesforce
10976950,Inactive Investor,Danissa Hichez,,J.P. Morgan Securities LLC Ridgewood NY 5115 Metropolitan Ave,danissa.e.hichez@chase.com,,Salesforce
10912486,Inactive Investor,Kevin McCarthy,,"Allstate Financial Services, LLC Manorville NY 383 N Sunrise Service Rd",kevinmccarthy@allstate.com,,Salesforce
10759071,Inactive Investor,Kathleen Musial,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",kathleen_musial@ml.com,,Salesforce
9577286,,sam sam,,,jk905805@gmail.com,,List import
210708,,Julie Ray,,[Unknown],juliray47@gmail.com,,Direct
10613008,,Bradford Bonner,"Assistant Vice President, Senior Financial Advisor",,bradford.bonner@ml.com,,List Import
11199473,Inactive Investor,David Vanech,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,david.vanech@opco.com,,Salesforce
11159471,Inactive Investor,George Holland,Director - Advisor Services,"BCM Advisors, LLC",george@bcm-advisors.com,,Salesforce
11046217,Inactive Investor,Thomas Goode,Financial Advisor,Morgan Stanley Sacramento CA 400 Capitol Mall,thomas.j.goode@morganstanley.com,,Salesforce
11056369,Inactive Investor,Joel Greenberg,Financial Advisor,Park Avenue Securities LLC Hewlett NY Private Residence,joel_greenberg@glic.com,,Salesforce
11120351,Inactive Investor,Sukhvir Singh,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,sukhvir.singh@jpmorgan.com,,Salesforce
10893212,Inactive Investor,Thomas Goldberg,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 11800 Domain Dr,thomas.goldberg@jpmorgan.com,,Salesforce
10978341,Inactive Investor,Sarah Leimenstoll,Financial Planner;Investment Advisor,Bell Investment Advisors Inc,,,Salesforce
10869185,Inactive Investor,Michael Dugas,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Baton Rouge LA 1500 Lobdell Ave",michael.p.dugas@ampf.com,,Salesforce
10824305,Inactive Investor,Michael White,,Cetera Advisors LLC Brookfield WI 675 N Barker Rd,,,Salesforce
10937650,Inactive Investor,Amy Herrington,Financial Consultant,"Charles Schwab & Co., Inc. Kansas City MO 700 W 47th St",,,Salesforce
11089978,Inactive Investor,Robert Gorman,Chief Executive Officer;Chief Operating Officer;Founding Partner;Wealth Management Advisor,"Apollon Wealth Management, LLC",robert.gorman@apollonwealth.com,,Salesforce
8480991,,Xiao Chen,,Morgan Stanley Investment Management,xiao.chen@morganstanley.com,,List Import
9541097,,eva nunca,,,rlevamah@aol.com,,List import
343143,,Richard Boos,Partner,Shore Capital Partners,rboos@shorecp.com,312-348-7572,Manual List Upload
10946800,Inactive Investor,Chadwick Barbour,,"Wells Fargo Clearing Services, LLC Cary NC 998 High House Rd",chadwick.a.barbour@wellsfargo.com,,Salesforce
334,,,,,davidsmith@250ok-mail.com,,
1001112,Inactive Investor,Stephen Rogers,Chief Investment Officer,JD Capital,srogers@jdcap.com,1-203-485-8800,3rd Party Lead Gen
11036352,Inactive Investor,Antoinette Guillory,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,ajguillory@ft.newyorklife.com,,Salesforce
11016154,Inactive Investor,Sam Cegledy,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sam.cegledy@schwab.com,,Salesforce
11052671,Inactive Investor,Gabriela Vizuet,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",gabriela.vizuet@ml.com,,Salesforce
10795589,Inactive Investor,Daniel Flanagan,Financial Advisor,Commonwealth Financial Network Framingham MA 161 Worcester Rd,dflanagan@commonwealth.com,,Salesforce
11079432,Inactive Investor,Anna Turner,,"Charles Schwab & Co., Inc. Chattanooga TN 2 Union Sq",,,Salesforce
10868472,Inactive Investor,Robb Stone,Chief Investment Officer;Principal;Vice President,Causey Demgen & Moore P.C.,rstone@causeycpas.com,,Salesforce
10901808,Inactive Investor,John Francis,,"Osaic Wealth, Inc. Great Bend KS 1015 McKinley St",,,Salesforce
9629140,,Christopher Gulka,,,cgulka@workingcapitalcorp.com,,List import
10795669,Inactive Investor,Michael McGuire,Chief Executive Officer;Financial Advisor;President;Treasurer,"McGuire Capital Advisors, Inc.",mmcguire@mcguirecap.com,,Salesforce
11062490,Inactive Investor,Stephen Balogh,,PFS Investments Inc. Utica MI 52188 Van Dyke Ave,,,Salesforce
10940552,Inactive Investor,Paul Ferrecchia,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11049624,Inactive Investor,Tieleasha Jenkins-Holley,,"Truist Investment Services, Inc.",tieleasha.jenkins@truist.com,,Salesforce
11208558,Inactive Investor,Lindlee Miles,Chief Technology Officer,"Solitude Financial Services, Inc. Palmyra VA 67 Thomas Jefferson Pkwy",lin@solitudefinancial.com,,Salesforce
11022442,Inactive Investor,Jared Haught,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
47146,,Lee Calamaio,Director - Investment Operations,Thrivent Investment Management Inc.,lee.calamaio@thrivent.com,,
10938931,Inactive Investor,Matthew Digeronimo,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_digeronimo@vanguard.com,,Salesforce
10929472,Inactive Investor,Marshall Rogers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10797050,Inactive Investor,Walter Schram,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",walter.schram@ampf.com,,Salesforce
11203679,Inactive Investor,Brenda Keefe,,Purshe Kaplan Sterling Investments Cincinnati OH 9999 Carver Rd,bkeefe@pksinvest.com,,Salesforce
10881489,Inactive Investor,Parker Frost,Team Lead,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11213094,Inactive Investor,Christina Day,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,christina.swank@fidelity.com,,Salesforce
10918193,Inactive Investor,Jodi Van Voorhis,,LPL Financial LLC Herndon VA 200 Spring St,jodi.van-voorhis@lpl.com,,Salesforce
11088094,Inactive Investor,Richard Byron,Chief Operating Officer,"Wingate Wealth Advisors, Inc.",rich.byron@wingatewealthadvisors.com,,Salesforce
9590339,,Anthony Pecora,,,anthony.pecora@associatedbank.com,,List import
10836740,Inactive Investor,Gregory Genovese,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,gpgenovese@ft.newyorklife.com,,Salesforce
11069528,Inactive Investor,Aleasha Whipple,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",aleasha.m.whipple@ml.com,,Salesforce
11044437,Inactive Investor,Dale Davison,,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",,,Salesforce
11170388,Inactive Investor,Michael Wein,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",michael.wein@ml.com,,Salesforce
11105800,Inactive Investor,Daniella Jimenez,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,dijimenez@ft.newyorklife.com,,Salesforce
10899540,Inactive Investor,Joseph Paul,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
11080071,Inactive Investor,Gary Harrison,,PFS Investments Inc. Lutz FL 18214 N US Hwy 41,gharrison@primerica.com,,Salesforce
225353,,Dave Jewell,,[Unknown],djewell48@comcast.net,,Direct
9547073,,Murat Akyurek,,,akyurekmurat@hotmail.com,,List import
11034502,Inactive Investor,Carl Heick,Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",carl.w.heick@ampf.com,,Salesforce
11205136,Inactive Investor,Michael Finnell,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,,,Salesforce
9588295,,James Rush,,,james.rush@craig-hallum.com,,List import
10830454,Inactive Investor,Richard Dougherty,Financial Advisor,LPL Financial LLC Newport Beach CA 610 Newport Center Dr,richard.dougherty@lpl.com,,Salesforce
10932490,Inactive Investor,Kyle Kibar,Financial Advisor,Edward Jones Kenosha WI 4003 80th St,kyle.kibar@edwardjones.com,,Salesforce
11207521,Inactive Investor,Patrick Levendusky,,LPL Financial LLC Mars PA 100 Northpointe Cir,patrick.levendusky@lpl.com,,Salesforce
10805343,Inactive Investor,Stephanie Draper,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",stephanie_draper@ml.com,,Salesforce
10797442,Inactive Investor,Edward Smith,Managing Director;Managing Director - Private Wealth Management;Portfolio Manager;Private Wealth Advisor;Workplace Advisor - Equ,Morgan Stanley Baltimore MD 1201 Wills St,ted.smith@morganstanley.com,,Salesforce
11072776,Inactive Investor,Jonathan Pasimio,,"Wells Fargo Clearing Services, LLC Montclair CA 5120 Moreno St",,,Salesforce
10886547,Inactive Investor,Pik Yu Cheng,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,stephy.cheng@jpmorgan.com,,Salesforce
11150259,Inactive Investor,Neshat Rowhani,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,neshat_rowhani@vanguard.com,,Salesforce
11108551,Inactive Investor,Tarky Lombardi,Licensed Private Client Banker,Key Investment Services LLC,tarky.lombardi@key.com,,Salesforce
11054453,Inactive Investor,Robert Grant,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",robert.grant@wellsfargoadvisors.com,,Salesforce
10769832,Inactive Investor,Kurt Walter,Chief Financial Officer;Executive Vice President;Treasurer,Welch & Forbes LLC,kwalter@welchforbes.com,,Salesforce
9589893,,Robert Roche,,,rroche@2020fa.com,,List import
10765829,Inactive Investor,Huong Green,Senior Client Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,huong.green@morganstanley.com,,Salesforce
11086263,Inactive Investor,Russell Good,Executive Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,ward.good@opco.com,,Salesforce
9630826,,Lucas Gil,,,lucas@growyourbase.co,,List import
11216962,,Jacob Greene,,,jacob.greene@nb.com,,Other
219125,,Peter Londborg,,[Unknown],plondborg@gmail.com,,Direct
10980321,Inactive Investor,Jaleesa Baylis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jaleesa_baylis@vanguard.com,,Salesforce
10852530,Inactive Investor,Corey Pothier,Principal;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",corey.pothier@ml.com,,Salesforce
10891887,Inactive Investor,Jessica Sands,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redondo Beach CA 222 N Catalina Ave",jessica.sands@ml.com,,Salesforce
332685,,Alana Ackerson,,TBD,alana@hqdigital.com,4159713542,
238524,,JOSETORRADOMD@GMAIL.COM torrado,,[Unknown],josetorradomd@gmail.com,,Organic Search
9548953,,Chris DeCiantis,,,chris.deciantis@gmail.com,,List import
11022273,Inactive Investor,Tammy Fry,,"Allstate Financial Services, LLC Swansboro NC 638 W Corbett Ave",tammyfry@allstate.com,,Salesforce
11169562,Inactive Investor,Barbara Meola,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,barbara.meola@lpl.com,,Salesforce
10785968,Inactive Investor,Michael Aquilino,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,michael.aquilino@fidelity.com,,Salesforce
9586645,,Michael Randazzo,,SPC,mrandazzo@sigmarep.com,,List import
10782303,Inactive Investor,David Aycock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,david.aycock@ubs.com,,Salesforce
10970447,Inactive Investor,Alyssa Shillingburg,,LPL Financial LLC San Diego CA 4707 Executive Dr,alyssa.shillingburg@lpl.com,,Salesforce
11111771,Inactive Investor,Catherine Lilly,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10842627,Inactive Investor,David Swisher,Chief Compliance Officer;President,Benchmark Capital Group Ltd.,,,Salesforce
11236794,Inactive Investor,Jacky Phan,Investment Analyst,Ulrich Investment Consultants San Antonio TX 711 Broadway St,jackyp@ulrichcg.com,,Salesforce
11085144,Inactive Investor,Christopher Elliott,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",,,Salesforce
11106335,Inactive Investor,Jeffrey Lee,,"Wells Fargo Clearing Services, LLC Santa Clara CA 3920 Rivermark Plz",jeffrey.m.lee@wellsfargo.com,,Salesforce
10935189,Inactive Investor,Mark Barnett,,"Osaic Wealth, Inc. East China MI 3100 King Rd",,,Salesforce
10792809,Inactive Investor,Joseph Noel,Managing Principal,"Wells Fargo Clearing Services, LLC Saint Charles MO Private Residence",,,Salesforce
11160194,Inactive Investor,Jiamin Chen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 14222 Culver Dr",jiamin.chen@ml.com,,Salesforce
11199868,Inactive Investor,Donna Gunderson,Financial Advisor,"Golden State Equity Partners, LLC Bemidji MN 122 3rd St NW",,,Salesforce
10603716,,Thomas Watts,Chief Investment Officer,WealthEdge Investment Advisors LLC,tomwatts4@gmail.com,,List Import
11057205,Inactive Investor,Felix Von Uklanski,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",f_vonuklanski@ml.com,,Salesforce
11119195,Inactive Investor,Brian Fenn,Wealth Advisor,"Buckingham Strategic Wealth, LLC Charlotte NC 3545 Whitehall Park Dr",,,Salesforce
11183519,Inactive Investor,Mark Landau,Financial Advisor,"MinichMacGregor Wealth Management, LLC",,,Salesforce
10784787,Inactive Investor,Michael Applebaum,,"Signature Financial Services, Ltd Northbrook IL 606 Academy Dr",michael@signatureadvisors.com,,Salesforce
10886216,Inactive Investor,Anthony Balderas,Private Client Advisor,J.P. Morgan Securities LLC Arlington TX 3800 S Cooper St,anthony.d.balderas@jpmorgan.com,,Salesforce
9648168,,Pranav Kanade,,,pranavkanade@me.com,,List import
11204606,Inactive Investor,Mackenzie Tarlow,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",mackenzie.tarlow@nm.com,,Salesforce
226775,, -,,[[Unknown]],girijadhana@aol.com,,Initial Salesforce Import
10916064,Inactive Investor,Jeremy Wilson,Chief Compliance Officer;Founder,J Wilson Wealth Management,,,Salesforce
11037830,Inactive Investor,Adam Day,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",adam.day@wfafinet.com,,Salesforce
9641101,,Tim Hall,,,tim@thetimternet.co.uk,,List import
10910788,Inactive Investor,Lisa Sloan,Financial Professional,LPL Financial LLC Bend OR 334 NE Irving Ave,lisa.j.sloan@lpl.com,,Salesforce
11136742,Inactive Investor,Anthony Phillips,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",anthony.phillips@empower.com,,Salesforce
11221395,,Vernon Ullmann,,,vernon.ullmann@ceterafs.com,,List Import
10806939,Inactive Investor,Timothy Brown,,"Allstate Financial Services, LLC Clifton NJ 1051 Bloomfield Ave",timothybrown@allstate.com,,Salesforce
11211107,Inactive Investor,Michael Petix,Investment Officer;Vice President,&Partners Rochester NY Private Residence,mike.petix@wellsfargoadvisors.com,,Salesforce
11095323,Inactive Investor,Philip Camicia,Financial Advisor;First Vice President,Morgan Stanley Oakland CA 1999 Harrison St,philip.camicia@morganstanley.com,,Salesforce
11035230,Inactive Investor,Philip Thompson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilson NC 2315 Airport Blvd NW",philip_thompson@ml.com,,Salesforce
11103661,Inactive Investor,Xin Xia,,CIBC World Markets Corp.,xin.xia@cibc.com,,Salesforce
10987597,Inactive Investor,George Greenert,,The Huntington Investment Company Maineville OH 6256 Rivers Bend Dr,matthew.greenert@huntington.com,,Salesforce
9639050,,Se-hoon Park,,,chuteppoxe@korea.kr,,List import
10658927,,John Houillon,,,john.houillon@nm.com,,List Import
10919426,Inactive Investor,James Mark,Investment Manager,LPL Financial LLC Stony Brook NY 1212 N Country Rd,,,Salesforce
199597,,Victoria Fillet,,Roosevelt Investments,vfillet@rooseveltinvestments.com,,product
9627114,,Alexandra Harrison Gaiser,,,aharrison525@gmail.com,,List import
11102150,Inactive Investor,Jennifer Elwell,,PFS Investments Inc. Bath ME 432 Centre St,jennifer.elwell@primerica.com,,Salesforce
9599369,,Michael Hefty,,,mhefty@personalcapital.com,,List import
10837431,Inactive Investor,David Russo,,"Osaic Wealth, Inc. Pompano Beach FL 7501 Wiles Rd",,,Salesforce
9625794,,Stuart Pike,,,stuart.rpike1393@gmail.com,,List import
10881496,Inactive Investor,Annamaria Harper,,"MML Investors Services, LLC Hyannis MA 100 Independence Dr",aharper@financialguide.com,,Salesforce
10852947,Inactive Investor,Dustin Voag,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",dvoag@financialguide.com,,Salesforce
10956710,Inactive Investor,Ronald Pemberton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10920242,Inactive Investor,Paul Cummins,,"Concourse Financial Group Securities, Inc. Green Cove Springs FL 428 Walnut St",paul.cummins@concoursefinancial.com,,Salesforce
9563231,,Colin Slater,,,cslater@sagepointadvisor.com,,List import
10889388,Inactive Investor,Gary Luna,Regulatory Contact;Wealth Advisor,Dynamic Wealth Advisors,,,Salesforce
10853760,Inactive Investor,William Weir,,Evercore Group L.L.C.,,,Salesforce
9582165,,Julia Seroskie,,,jseroskie@massmutual.com,,List import
11109389,Inactive Investor,Gary Brown,,"Girard Investment Services, LLC",browng@meetgirard.com,,Salesforce
9638726,,Jana Schorberg,,,jana.chorberg@modern-woodmen.org,,List import
6760108,,loop moop,,,pewak84773@laserlip.com,,Web Form Fillout
10977532,Inactive Investor,Laura Nickell,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,laura_nickell@vanguard.com,,Salesforce
11100045,Inactive Investor,Jane Omdahl,,Thrivent Investment Management Inc. Fargo ND 2605 42nd St S,jane.omdahl@thrivent.com,,Salesforce
9556479,,Alicia Moncada,,,alicia@realestatebyalicia.com,,List import
10944824,Inactive Investor,Rachael Burns,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder,True Worth Financial Planning LLC,,,Salesforce
11016153,Inactive Investor,Chandru Ravikumar,,Goldman Sachs & Co.,,,Salesforce
9619312,,Drew Davis,,,drew@bluesand.com,,List import
11094235,Inactive Investor,Milton Tucker,,State Farm VP Management Corp. Hammond IN 2824 173rd St,miltontucker@statefarm.com,,Salesforce
9600110,,Jeff Atley,,,jeffatley@gmail.com,,List import
10831363,Inactive Investor,Beth Kitson,Financial Advisor,Thrivent Investment Management Inc. Van Wert OH 1179 Westwood Dr,beth.kitson@thrivent.com,,Salesforce
11103798,Inactive Investor,Lesley Degenhart,,LPL Financial LLC Jupiter FL 601 Heritage Dr,lesley.degenhart@lpl.com,,Salesforce
10807722,Inactive Investor,Lisa Pate,,"Raymond James & Associates, Inc. Charleston SC 360 Concord St",lisa.pate@raymondjames.com,,Salesforce
10657434,,Steven Joel,,,sjoel@lifemark.com,,List Import
9633440,,Vesey Donald,,,dav04@comcast.net,,List import
9571156,,Thomas Morrison,,,tmorrison@hazlettburt.com,,List import
10826793,Inactive Investor,Michael Bowen,Financial Advisor,Edward Jones Lincolnton NC 2377 E Hwy 150,mike.bowen@edwardjones.com,,Salesforce
10788073,Inactive Investor,William Adams,Senior Retirement Specialist,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",adams.william@schwab.com,,Salesforce
11031659,Inactive Investor,Sara Moffat,,"Raymond James & Associates, Inc. Columbia SC 1230 Main St",sara.harran@raymondjames.com,,Salesforce
11106386,Inactive Investor,Meredith Varner,Client Associate,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",,,Salesforce
10904032,Inactive Investor,Kristopher Ziskin,Financial Representative,GWN Securities Inc. Torrance CA 21515 Hawthorne Blvd,kziskin@gwnsecurities.com,,Salesforce
150899,,Santosh Venkatagiri,,[Unknown],santosh.venkatagiri@gmail.com,,
10960430,Inactive Investor,Connor Deangelis,Financial Representative,Lincoln Investment Marlton NJ 10000 Sagemore Dr,cwomack@lincolninvestment.com,,Salesforce
11065845,Inactive Investor,Jacquelyn Kuhn,Financial Planner;Financial Professional,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",jacquelynkuhn@financialguide.com,,Salesforce
11063168,Inactive Investor,Dakota Lawrence,Chief Executive Officer,"BlueSkye Investment Advisers, LLC",dakota@blueskyegroup.com,,Salesforce
5695166,,vasu nigam,,,vasu.nigam92@gmail.com,2067396477,Web form fillout
9595386,,Rachel Buie,,,rachel@yacktman.com,,List import
10879354,Inactive Investor,Sierra Hibbs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",sierra.hibbs@ml.com,,Salesforce
10941108,Inactive Investor,Sharilyn Gamble,Associate;Financial Advisor,Edward Jones Ogden UT 1104 Country Hills Dr,sharilyn.gamble@edwardjones.com,,Salesforce
10924105,Inactive Investor,Ryan Mcmahon,Private Client Advisor,J.P. Morgan Securities LLC Meridian ID 1850 E Fairview Ave,,,Salesforce
11149805,Inactive Investor,Gwendolyn Chatham,,Park Avenue Securities LLC Sacramento CA 20 Bicentennial Cir,gwendolyn_chatham@glic.com,,Salesforce
9576413,,Christine Asbach,,,christine.l.asbach@huntington.com,,List import
10765291,Inactive Investor,Jeffrey Kantor,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",jeff.kantor@stewardpartnersis.com,,Salesforce
9599750,,Kimberly Smith,,,kim@capnorthwest.com,,List import
10938457,Inactive Investor,Trevor Erickson,Financial Professional,LPL Financial LLC Springfield MO 4625 S National Ave,trevor.erickson@lpl.com,,Salesforce
11058579,Inactive Investor,Matthew Kassera,Financial Advisor,"Ameriprise Financial Services, LLC Osseo MN 11671 Fountains Dr",,,Salesforce
10902970,Inactive Investor,Joshua Surkin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",joshua.surkin@ml.com,,Salesforce
11166473,Inactive Investor,Joseph Pearl,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",joseph.m.pearl@nm.com,,Salesforce
10765533,Inactive Investor,Jeffrey Tucker,Managing Director,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,,,Salesforce
10932878,Inactive Investor,Sean Phillips,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
10931519,Inactive Investor,Jennifer Gilman,Associate Financial Advisor,Edward Jones Greenville SC 340 Rocky Slope Rd,jennifer.gilman@edwardjones.com,,Salesforce
9550490,,Todd Leon,,,toddl@scopusfund.com,,List import
10792558,Inactive Investor,Melisa Mersini,,LPL Financial LLC Stroudsburg PA 907 Main St,melisa.mersini@lpl.com,,Salesforce
10948190,Inactive Investor,George Herrera,,NYLIFE Securities LLC Tacoma WA 611 N Fife St,gherrera@ft.newyorklife.com,,Salesforce
3439329,Inactive Investor,Raj Malhotra,,Fortunette,raj.malhotra@fortunette.com,,3rd Party Lead Gen
9608770,,Bill Gates,,,ruomise@gmail.com,,List import
9622964,,Warren Peterson,,,peterson1383@comcast.net,,List import
10920317,Inactive Investor,Josephine Starling,,PFS Investments Inc. Los Angeles CA 6820 La Tijera Blvd,josephine.starling@primerica.com,,Salesforce
10952569,Inactive Investor,Patrick Serrano,Financial Consultant Trainee,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",,,Salesforce
9609026,,George Harris,,,supertaxdude47@gmail.com,,List import
11046593,Inactive Investor,David Cross,Financial Advisor,"Beyond Wealth Management Group, LLC",,,Salesforce
219389,,Sarah DeVito,,[Unknown],sarah.hanley1@gmail.com,,Direct
10959655,Inactive Investor,Alex Figueroa,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10928725,Inactive Investor,Jerry James,,"FBL Marketing Services, LLC Clinton IN 1794 E State Road 163",jerry.james@fbfs.com,,Salesforce
52231,,Gavin Parker,Financial Advisor,Avantax Advisory Services,parkerg1@myavantax.com,208-337-3271,
11139037,Inactive Investor,Allan Watt,Registered Principal,LPL Financial LLC Denton TX 519 S Carroll Blvd,allan.watt@lpl.com,,Salesforce
9594899,,Richelle Durkin,,,rdurkin@sequoia-financial.com,,List import
10755803,Inactive Investor,Asif Ahmed,Financial Advisor;Senior Vice President,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,asif.ahmed@morganstanley.com,,Salesforce
10871873,Inactive Investor,Adolph Holness,,PFS Investments Inc. Coral Springs FL 9600 W Sample Rd,adolph.holness@primerica.com,,Salesforce
11058971,Inactive Investor,Khoa Nguyen,,Citigroup Global Markets Inc.,khoa.nguyen@citi.com,,Salesforce
10906429,Inactive Investor,Gregg Saunders,Financial Advisor,LPL Financial LLC Boise ID 13945 W Wainwright Dr,gregg.saunders@lpl.com,,Salesforce
9607788,,Najib Yatim,,,najib.yatim@sig.com,,List import
9562657,,Sam Swartz,,,sswartz@paraport.com,,List import
10902429,Inactive Investor,Kyle Mckee,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,kyle.mckee@ubs.com,,Salesforce
11195093,Inactive Investor,Matthew Montalbano,Branch Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Rockford IL 2215 Perrygreen Way",matthew.montalbano@rbc.com,,Salesforce
10808621,Inactive Investor,Victor Connor,,"Raymond James Financial Services, Inc. Boynton Beach FL 8788 Boynton Beach Blvd",victor.connor@raymondjames.com,,Salesforce
10934653,Inactive Investor,Eric Phelps,,LPL Financial LLC Killeen TX 4103 E Central Texas Expy,eric.phelps@lpl.com,,Salesforce
10645865,,Bryan Ward,,,bryan.ward@aon.com,,List Import
10861495,Inactive Investor,Mary Tyler,,Cetera Advisor Networks LLC Richmond Hts OH Private Residence,,,Salesforce
11204001,Inactive Investor,John Siegel,Wealth Manager,"Willis Johnson & Associates, Inc.",jsiegel@wjohnsonassociates.com,,Salesforce
11069319,Inactive Investor,Matthew Matson,Shareholder,"Matson Money, Inc.",,,Salesforce
11099791,Inactive Investor,Michael Mooney,Financial Advisor,LPL Financial LLC Columbia MD 7120 Minstrel Way,michael.mooney@lpl.com,,Salesforce
10617576,,Zackary Mappa,,,zackary.mappa@equitable.com,,List Import
10875217,Inactive Investor,Steven Elvin,Business Risk Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,steven.elvin@ubs.com,,Salesforce
10612506,,David Levine,Financial Advisor,,david.m.levine@ampf.com,,List Import
9604961,,Matthew Chase,,,mattchase2435@gmail.com,,List import
11145519,Inactive Investor,Teresa Lumsden,,State Farm VP Management Corp. Rome GA 2939 M Berry Hwy NW,teresa.lumsden.cexd@statefarm.com,,Salesforce
10845883,Inactive Investor,Nicholas Denefrio,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,nicholas.denefrio@ubs.com,,Salesforce
10934191,Inactive Investor,Hanyi Cai,,"Transamerica Financial Advisors, Inc Gaithersburg MD 9801 Washingtonian Blvd",hanyi.cai@tfaconnect.com,,Salesforce
11125167,Inactive Investor,Annalyn Kraft,,"Wells Fargo Clearing Services, LLC San Diego CA 4315 La Jolla Village Dr",,,Salesforce
9586975,,lorraine.noone@yahoo.com Noone,,,lorraine.noone@yahoo.com,,List import
10757018,Inactive Investor,David Charton,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Boston MA 28 State St,david.charton@morganstanley.com,,Salesforce
11020459,Inactive Investor,Dani Naveh,,Development Corporation For Israel New York NY Temporarily Unavailable,dani.naveh@israelbonds.com,,Salesforce
11188136,Inactive Investor,Elena Benussi,Assistant Vice President - Wealth Management;Financial Advisor;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,elena.benussi@morganstanley.com,,Salesforce
9571654,,Sharon P,,,sharon@xfers.com,,List import
9630509,,Nils Oudhuis,,,n_oudhuis@hotmail.com,,List import
10768274,Inactive Investor,Denise Kohler,Financial Advisor,"Wells Fargo Clearing Services, LLC Vancouver WA 700 Washington St",denise.m.kohler@wellsfargo.com,,Salesforce
10853529,Inactive Investor,Sandra Holguin,Financial Advisor,"CUSO Financial Services, L.P. Pasadena CA 123 S Marengo Ave",,,Salesforce
373245,,Hsha Suhwbw,,[Unknown],ztjjf@gmail.com,,source
9638556,,Kaylon McInelly,,,kmcinelly@wvuf.org,,List import
11045441,Inactive Investor,Owen Watstein,,"Wells Fargo Clearing Services, LLC New York NY 1300 3rd Ave",owen.watstein@wellsfargo.com,,Salesforce
11238833,Inactive Investor,Devin Mathews,,ParkerGale,devin@parkergale.com,,Salesforce
9567942,,Jian Ming Kuah,,,jianmingkuah@gmail.com,,List import
10774936,Inactive Investor,Matthew Bennett,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Portfolio Manager;Vice President,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",matthew.bennett@morganstanley.com,,Salesforce
11131420,Inactive Investor,Jordan Thompson,,"Osaic Wealth, Inc. Sarasota FL 5308 Paylor Ln",jthompson@osaicwealth.com,,Salesforce
11195436,Inactive Investor,Jack Cayce,Financial Advisor,"Apollon Wealth Management, LLC Atlanta GA 3525 Piedmont Rd NE",,,Salesforce
11206356,Inactive Investor,Matthew Turco,,NYLIFE Securities LLC Wakefield RI 254 Robinson St,mturco@ft.newyorklife.com,,Salesforce
11022948,Inactive Investor,Douglas Teller,Financial Professional,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",douglas.teller@equitable.com,,Salesforce
9564804,,Nicolas Kseib,,,nico@bezanttech.com,,List import
11133738,Inactive Investor,Steven Hovland,,"Allstate Financial Services, LLC Chula Vista CA 310 Third Ave",stevenhovland@allstate.com,,Salesforce
245946,,Not Provided,,Andreessen Horowitz,mhsu@a16z.com,,Manual List Upload
11090801,Inactive Investor,Houry Kachadorian,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
11024812,Inactive Investor,James Smith,,LPL Financial LLC Chester VA 4331 Old Hundred Rd,,,Salesforce
9618395,,Gary Soura,,,gsoura@bmtc.com,,List import
11080090,Inactive Investor,Michael Loney,Financial Advisor,Edward Jones Jenison MI 7497 Cottonwood Dr,mike.loney@edwardjones.com,,Salesforce
10895029,Inactive Investor,Daniel Burns,Chief Compliance Officer;President,"Burns Capital Investment Advisors, Inc.",,,Salesforce
11015452,Inactive Investor,Ronnie Ward,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,rdward@ft.newyorklife.com,,Salesforce
11207603,Inactive Investor,Nora Dube,Wealth Management Associate,UBS Financial Services Inc. Manchester NH 1155 Elm St,nora.dube@ubs.com,,Salesforce
10940120,Inactive Investor,Pamela McCool,,"Spartan Capital Securities, LLC",,,Salesforce
5356340,,srey oun,,,mafilaf468@kuvasin.com,,Web Form Fillout
11236228,Inactive Investor,Raili Carter,Associate Wealth Advisor,Mosaic Family Wealth Englewood CO 6400 S Fiddlers Green Cir,raili@mosaicwealth.com,,Salesforce
10835716,Inactive Investor,John Griffin,,"Osaic Wealth, Inc. Salinas CA Private Residence",,,Salesforce
10805584,Inactive Investor,Kenneth Scarpa,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",ken.scarpa@nm.com,,Salesforce
11122827,Inactive Investor,Michael Chuang,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.chuang@lpl.com,,Salesforce
144976,,Kelly Williams,Director - Private Banking,"Fifth Third Securities, Inc.",kelly.williams@53.com,513-896-4310,
10753356,Inactive Investor,Matthew Lewis,Financial Advisor,"Ameriprise Financial Services, LLC Akron OH 3333 Massillon Rd",matthew.lewis@wellsfargoadvisors.com,,Salesforce
11219970,,Bradley Tafoya,,,btafoya@tafoyabarrett.com,,Other
10994753,Inactive Investor,Allison Giraldo,Wealth Planning Associate,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",,,Salesforce
346475,,Michael Brooks,Member,"Cypress Capital, Llc",michael@cypresscapital.com,615-467-6075,Manual List Upload
11039034,Inactive Investor,Leonardo Reyes,,Fidelity Brokerage Services LLC,,,Salesforce
11102407,Inactive Investor,Roger Van Beveren,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10893523,Inactive Investor,Tyler Chappell,,"Truist Investment Services, Inc. Ocala FL 4414 SW College Rd",,,Salesforce
11055668,Inactive Investor,Rachel Baker,,"Arete Wealth Management, LLC Woodstock GA 402 Creekstone Rdg",rachel.baker@aretewealth.com,,Salesforce
11066281,Inactive Investor,Kerri Self,,"Cambridge Investment Research, Inc. Roseville CA 1227 Pleasant Grove Blvd",,,Salesforce
10855477,Inactive Investor,Paul Aubin,Financial Advisor,LPL Financial LLC Herndon VA 13454 Sunrise Valley Dr,paul.aubin@lpl.com,,Salesforce
10824236,Inactive Investor,Rusty Schatz,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Moscow ID 872 Troy Rd,rschatz@dadco.com,,Salesforce
9552174,,Li Li,,,c.l.a.1994@hotmail.com,,List import
10779609,Inactive Investor,Lisa Beile,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,lisa.beile@ubs.com,,Salesforce
229498,,Charles -,,Charles [[Unknown]],ctinder11@yahoo.com,,
11043321,Inactive Investor,Susan Roge,Chief Compliance Officer;Paraplanner,"R.W. Roge & Company, Inc",,,Salesforce
236130,, -,,[[Unknown]],nabeel.omar@gmail.com,,Organic Search
10696305,,Shannon Rosic,,Informa,shannon.rosic@informa.com,,List Import
10852474,Inactive Investor,Celina Grant,Regional Vice President,PFS Investments Inc. Valley Stream NY 71 S Central Ave,celina.grant@primerica.com,,Salesforce
10867974,Inactive Investor,Donald Laurence,Managing Director,"Stone Oak Wealth Management, LLC",dlaurence@stoneoakwealth.com,,Salesforce
10851961,Inactive Investor,Thomas Searson,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Managing Member;Partner;Principal,"Providence Capital Advisors, LLC",tsearson@provcapadv.com,,Salesforce
10813477,Inactive Investor,Paul Gydosh,Managing Director;Partner,"Osaic FA, Inc. Columbus OH 7650 Rivers Edge Dr",,,Salesforce
10776502,Inactive Investor,Janet Lanigan,Registered Associate,Morgan Stanley Boston MA 28 State St,janet.f.lanigan@morganstanley.com,,Salesforce
10656993,,Jake Fleming,,,jake.fleming@morganstanley.com,,List Import
10880430,Inactive Investor,Stephane Johnston,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,stephane.johnston@fmr.com,,Salesforce
11230147,Inactive Investor,Darlene Mciver,,NYLIFE Securities LLC Flint MI G3292 Fenton Rd,,,Salesforce
10878596,Inactive Investor,Michael Agee,Financial Advisor,Strategic Advisory Services,,,Salesforce
9642052,,Al Collins,,,acollins@swaincpa.com,,List import
10761263,Inactive Investor,John Mapes,Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.mapes@morganstanley.com,,Salesforce
121072,,Ali Hassan,,NA,alih1991@gmail.com,,
9540632,,Kevin Davies,,Schonfeld Strategic,kdavies@schonfeld.com,,3rd Party Lead Gen
11077831,Inactive Investor,Nilly Alsaid,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",nilly.alsaid@ml.com,,Salesforce
11260514,Inactive Investor,Jeannette Funi,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11027355,Inactive Investor,Rebecca Ianniello,,State Farm VP Management Corp. Albany NY 4 Executive Park Dr,becky.ianniello.l8cs@statefarm.com,,Salesforce
352472,,Jessica Colon,"Vice President, Quality Control Manager",Santander Securities,jcolon@sampr.com,866-736-6475,Manual List Upload
10759553,Inactive Investor,Ron Freund,Client Manager;Director - Asset Allocation;Vice President,"The Social Equity Group, Inc.",ron@socialequity.com,,Salesforce
10904505,Inactive Investor,Bradford Valentine,Chief Compliance Officer;Managing Partner,"Valentine Investments, LLC",brad@valinvestments.com,,Salesforce
11191605,Inactive Investor,Casey Shultz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",casey.shultz@ml.com,,Salesforce
11101739,Inactive Investor,Brendan Meagher,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",brendan.meagher@nm.com,,Salesforce
10897810,Inactive Investor,Nicole Rasmussen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11255488,Inactive Investor,Christian Sessions,Financial Administrator;Investment Advisor Representative,Financial Freedom For Dentists LLC,,,Salesforce
10963511,Inactive Investor,Brian Brophy,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11171346,Inactive Investor,Edwin Horn,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,ehorn@primerica.com,,Salesforce
10878952,Inactive Investor,Scott Werts,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Raleigh NC 4313 Glenwood Ave",scott.werts@schwab.com,,Salesforce
10794565,Inactive Investor,Mary Fandel,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,mary.fandel@fidelity.com,,Salesforce
10872777,Inactive Investor,Barbara Abdul-Jabbaar,,PFS Investments Inc. Brooklyn NY 77 Sands St,barbara.abduljabbaar@primerica.com,,Salesforce
9598388,,Kortney McCulley,,,kmcculley@mcculleyfinancial.com,,List import
10990908,Inactive Investor,Debby Mcclellan,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",,,Salesforce
10488439,,Eric Willer,Chief Compliance Officer,Direct Source Wealth Advisory,eric@wdwealth.com,,List Import
10859299,Inactive Investor,Robert Hrnicek,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",robert.hrnicek@raymondjames.com,,Salesforce
10489414,,Kenneth Picerno,,Avantax Advisory Services Plano TX 734 Pheasant Run Dr,kennethpicerno@yahoo.com,,List Import
10803618,Inactive Investor,James Huckabee,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",jimbo.huckabee@nm.com,,Salesforce
226995,, -,,[Unknown],peter@seawall.com,,
219499,,Roger Morris,,[Unknown],roger.morris@medicineonsecond.com.au,,Advertising
11149014,Inactive Investor,Yoselin Murillo,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,yoselin.murillo@fmr.com,,Salesforce
371016,,Brian Miska,,United States,bmiska@comcast.net,,Salesforce
7145870,,Lester Hodge,,,fijari8036@fenwazi.com,,Web Form Fillout
11120459,Inactive Investor,Rigoberto Ossa,Regional Vice President,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,rigobertoossa@primerica.com,,Salesforce
10987643,Inactive Investor,Abiseik Shanmugam,,Vanguard Marketing Corporation,abiseik_shanmugam@vanguard.com,,Salesforce
9638153,,Morgan Munn,,,mmunn@fftc.org,,List import
11115613,Inactive Investor,Kathleen Schwalm,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
221495,,Macy smith,,[Unknown],mcysmth@gmail.com,,
11082239,Inactive Investor,Matthias Barrach,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10878767,Inactive Investor,Martin Muschaweck,Financial Advisor,Edward Jones Mesa AZ 1104 W Meseto Ave,martin.muschaweck@edwardjones.com,,Salesforce
9627479,,Les Thompson,,,lest1970@yahoo.com,,List import
11179974,Inactive Investor,Patrick Kenny,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,pat.kenny@ubs.com,,Salesforce
10972173,Inactive Investor,Margie Wiggins,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",margie.wiggins@tiaa.org,,Salesforce
9576835,,Colleen Burgess,,,colleen.burgess@huntington.com,,List import
11021801,Inactive Investor,Jonathan Laundra,Financial Advisor,Edward Jones Midland MI 5916 Eastman Ave,jonathan.laundra@edwardjones.com,,Salesforce
10998075,Inactive Investor,Phillip Kotrola,,NYLIFE Securities LLC New Braunfels TX 910 Gruene Rd,pakotrola@ft.newyorklife.com,,Salesforce
11186431,Inactive Investor,David Higgins,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,david.higgins@ubs.com,,Salesforce
10888681,Inactive Investor,Glenn Williams,Chief Compliance Officer;Investment Advisor Representative;President,"Williams Financial Planning, Inc.",glenn@williamsfinancialplanning.com,,Salesforce
9634962,,Kathy Cottrell,,,kathy.cottrell@lpl.com,,List import
11129077,Inactive Investor,Peter Wojanowski,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",peter_wojanowski@ml.com,,Salesforce
10874390,Inactive Investor,Jessica Holte,Relationship Manager,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",jessica.holte@nm.com,,Salesforce
10799998,Inactive Investor,Steven Walter,Director - Alternative Investments;Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,steve.walter@morganstanley.com,,Salesforce
186181,,Hugo Serodio,,[Unknown],hugoemail@gmail.com,,source
11105992,Inactive Investor,Mary Dragotta,,Jefferies LLC,mdragotta@jefferies.com,,Salesforce
11098488,Inactive Investor,Sandra Zyskowski,Senior Client Service Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,sandra.petrosino@morganstanley.com,,Salesforce
10618209,,Michael Clark,,,michael.clark@mfin.com,,List Import
10783338,Inactive Investor,David Shantz,Financial Advisor,"Ameriprise Financial Services, LLC Doylestown PA 48 W Oakland Ave",david.j.shantz@ampf.com,,Salesforce
11054965,Inactive Investor,Shaun Flanigan,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Kansas City MO 4520 Main St,shaun.m.flanigan@morganstanley.com,,Salesforce
11189904,Inactive Investor,Carolina Monteverdi,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10938688,Inactive Investor,Gregory Johnson,Financial Advisor;Senior Wealth Advisor,"Compass Financial Group, Inc.",gjohnson@compassfg.com,,Salesforce
11032151,Inactive Investor,Jackson Modico,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jackson.modico@equitable.com,,Salesforce
10880850,Inactive Investor,William Morris,Senior Wealth Strategy Associate,UBS Financial Services Inc. Knoxville TN 800 S Gay St,william.morris@ubs.com,,Salesforce
11074524,Inactive Investor,Bradford Lee,Financial Advisor,LPL Financial LLC Waterloo IA 3404 Midway Dr,bradford.lee@lpl.com,,Salesforce
10911077,Inactive Investor,Mary Rigsbee,Senior Compliance Advisor,"Raymond James & Associates, Inc.",mary.rigsbee@raymondjames.com,,Salesforce
9644055,,Nile Steigerwald,,,nsteigerwa@aol.com,,List import
9639029,,Charles Maxwell,,,cmaxwell@meristemmfo.com,,List import
349316,,Timothy Gillihan,Chief Financial Officer,Leppla Capital Management Llc,tgillihan@lepplacap.com,141-530-93535,Manual List Upload
9552270,,Terrence Gustafson,,,terry@gustafsonfs.com,,List import
10907697,Inactive Investor,Elizabeth Benoit,,"Cambridge Investment Research, Inc. Concord NH 17 Chenell Dr",,,Salesforce
7105398,,van lyna,,,basoci2371@proexbol.com,,Web Form Fillout
11157870,Inactive Investor,Michael Caracciolo,Vice President,"Equitable Advisors, LLC Port Saint Lucie FL 10815 SW Tradition Sq",michael.caracciolo@equitable.com,,Salesforce
9576545,,David Case,,,newhorizon11@hotmail.com,,List import
10932157,Inactive Investor,Paul Burns,Financial Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",paul.burns@valic.com,,Salesforce
10879795,Inactive Investor,Susanne Swanson,Preferred Relationship Manager,"Fifth Third Securities, Inc. Chagrin Falls OH 8355 Washington St",susanne.swanson@53.com,,Salesforce
11068126,Inactive Investor,Jacob Achterberg,,J.P. Morgan Securities LLC Charlotte NC 4345 Park Rd,jacob.m.achterberg@chase.com,,Salesforce
10854866,Inactive Investor,Scott Jarred,Chief Executive Officer;Founder;Managing Member,"INVST, LLC",scott@invst.com,,Salesforce
211665,,Jon Dugal,"Senior Strategist, Government Relations",Syntax Strategic,jdugal@syntaxstrategic.ca,,Content
10784103,Inactive Investor,Daniel Hauser,,"Wells Fargo Clearing Services, LLC",daniel.hauser@wellsfargoadvisors.com,,Salesforce
10983061,Inactive Investor,Jason Neslony,,LPL Financial LLC Houston TX 2180 North Loop W,jason.neslony@lpl.com,,Salesforce
239804,,Charles De Ros Wallace,CEO,Geskaria Investments,croswall@geskaria.com,,Event
223676,,Cheris Abbott-Holder,,[Unknown],cherisabbott@hotmail.com,,Direct
10911749,Inactive Investor,Daren Hood,Investment Advisor Representative,"Voya Financial Advisors, Inc. Lake Charles LA Private Residence",daren.hood@voyafa.com,,Salesforce
11202244,Inactive Investor,James Harris,,PFS Investments Inc. Indianapolis IN 2611 Waterfront Pkwy East Dr,james.harris@primerica.com,,Salesforce
400,,,,,erin2grider50@aol.com,,
10810765,Inactive Investor,Michael Collins,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",,,Salesforce
11072248,Inactive Investor,Thea Lewis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",thea.lewis@schwab.com,,Salesforce
10989738,Inactive Investor,Cameron Fearn,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10895749,Inactive Investor,Daniel Byrne,Financial Planner,LPL Financial LLC Santa Rosa CA 1058 Wikiup Dr,daniel.byrne@lpl.com,,Salesforce
9565014,,Crystal Low,,,crystal.low@blackrock.com,,List import
11022243,Inactive Investor,Michael Burns,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",mjburns@ml.com,,Salesforce
11181384,Inactive Investor,Daniel Stasiw,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",daniel.stasiw@prudential.com,,Salesforce
6110243,,Yuval Bensal,,,bensalyuval@gmail.com,,Web form fillout
11028710,Inactive Investor,George Martonik,Senior National Sales Director,PFS Investments Inc. Puyallup WA 929 E Main,george.martonik@primerica.com,,Salesforce
374344,,James Henson,,Morgan Stanley,james.henson@morganstanley.com,301-556-2323,Salesforce
11128164,Inactive Investor,James Watkins,,Cetera Advisors LLC Atlanta GA 1200 Ashwood Pkwy,james.watkins@ceteraadvisors.com,,Salesforce
9562339,,Harold Zirkin,,,harold.zirkin@unitedcp.com,,List import
10948896,Inactive Investor,John Congdon,Investment Advisor Representative,"Peak American Investment Advisors, Inc.",jcongdon@peakamericanfinancial.com,,Salesforce
10923347,Inactive Investor,Salem Faulkner,Financial Advisor,LPL Financial LLC Bakersfield CA 6101 Coffee Rd,salem.faulkner@lpl.com,,Salesforce
176822,,Jennifer Griffiths,Finance Director,[Unknown],jennifer.griffiths@fote.org.uk, +44 (0) 20 7730 8263,Database Upload
10805415,Inactive Investor,Robert Daly,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11144833,Inactive Investor,Roger Rodriguez,,Creand Securities,,,Salesforce
11217616,,Caitlin Ramirez,,,caitlin.ramirez@jpmorgan.com,,Other
10845038,Inactive Investor,Robert Oneill,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,robert.oneill@primerica.com,,Salesforce
11228701,Inactive Investor,Elizabeth Ragazzo,,J.P. Morgan Securities LLC Manchester NH 786 Elm St,elizabeth.favreau@jpmorgan.com,,Salesforce
11166574,Inactive Investor,Carter Potts,Senior Vice President,GWN Securities Inc. Lawrenceville GA 1720 Lakes Pkwy,cpotts@gwnsecurities.com,,Salesforce
10645632,,Daniel Zenisek,,,dzenisek@bernardisecurities.com,,List Import
10861158,Inactive Investor,William Edelson,Financial Advisor,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11061565,Inactive Investor,Kevin Cascarelli,Financial Advisor,"Osaic Wealth, Inc. Spring TX 17010 7 Pines Dr",kcascarelli@osaicwealth.com,,Salesforce
10760995,Inactive Investor,Marc Feldman,Managing Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Rockville MD 702 King Farm Blvd,marc.e.feldman@morganstanley.com,,Salesforce
11029133,Inactive Investor,Brooke Taylor,,Cetera Advisor Networks LLC Indianapolis IN 9201 Rockville Rd,,,Salesforce
9620881,,Chit Mam,,,chithira95@yahoo.com,,List import
9558243,,Rey Ret,,,reyjunk@yahoo.com,,List import
9636576,,Eugene Pohren,,,gpohren@pcgfunds.com,,List import
9581825,,Pamela Bishop,,,pbishop@heckcapital.com,,List import
11081799,Inactive Investor,Michael Furman,,Citigroup Global Markets Inc.,michael.c.furman@citigroup.com,,Salesforce
9553169,,Eugene Castle,,,allen@moneywiseky.com,,List import
9547669,,William Turner,,,cryptnier@gmail.com,,List import
11035720,Inactive Investor,Shellie Grabau,Financial Advisor,Edward Jones Boone IA 806 7th St,shellie.grabau@edwardjones.com,,Salesforce
10821334,Inactive Investor,Robert Weir,Senior Client Associate,"Wells Fargo Clearing Services, LLC Spartanburg SC 340 E Main St",,,Salesforce
11005319,Inactive Investor,Gunnar Geist,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",ggeist@tradestation.com,,Salesforce
10867373,Inactive Investor,Trevor Gilman,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Arlington TX Private Residence",trevor.gilman@tiaa.org,,Salesforce
11164904,Inactive Investor,Benjamin Curtis,,"Allstate Financial Services, LLC Meridian ID 730 W Ustick Rd",,,Salesforce
206645,,Charlie Hendrickson,Partner,"The Hendrickson Advisory Group, Inc.",charlie@hendricksonadvisory.com,,Organic Search
11050940,Inactive Investor,Paul Jude,Senior Advisor,"Soltis Investment Advisors, LLC Novi MI 39555 Orchard Hill Pl",paul@soltisadvisors.com,,Salesforce
10951930,Inactive Investor,Geanny Frometa,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",geanny.frometa@tiaa.org,,Salesforce
10977136,Inactive Investor,Olena Chofay,,UBS Financial Services Inc. Melville NY 58 S Service Rd,,,Salesforce
11169212,Inactive Investor,Christina Village,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11016843,Inactive Investor,Michael Palumbo,,Park Avenue Securities LLC Parsippany NJ 600 Parsippany Rd,,,Salesforce
11005134,Inactive Investor,Alayna Gogol,Financial Advisor,Significant Wealth Partners LLC,,,Salesforce
10825568,Inactive Investor,John Killeen,,Commonwealth Financial Network Needham Heights MA 250 1st Ave,jkilleen@commonwealth.com,,Salesforce
9614715,,John Jones,,,elitevpn@sent.com,,List import
9634535,,Jennifer Murray,,,advisorassistant@bcrwealth.com,,List import
10935006,Inactive Investor,Thomas Martyn,Financial Advisor,Edward Jones Western Springs IL Private Residence,thomas.martyn@edwardjones.com,,Salesforce
9572557,,Kehma Smith,,,kehmaoath@icloud.com,,List import
10883078,Inactive Investor,Bradford Deluca,,Fidelity Brokerage Services LLC,bradford.deluca@fidelity.com,,Salesforce
11121686,Inactive Investor,Howard Gun,Financial Advisor,"Ameriprise Financial Services, LLC Brookeville MD Private Residence",howard.n.gun@ampf.com,,Salesforce
11050835,Inactive Investor,Thomas Harris,Financial Professional,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,thharris@moneyconcepts.com,,Salesforce
9556124,,Scott Collins,"Chief Compliance Officer, President, Principal","Fiduciary Wealth Advisors, LLC",scott@fiduciarywealthadvisors.com,,List import
335008,,Thomas Mancuso,Retirement Plan Services,"Prime Capital Investment Advisors, Llc",tmancuso@qualifiedplanadvisors.com,800-493-6226,Manual List Upload
10926294,Inactive Investor,Patti Dailey,,LPL Financial LLC Yorkville IL 1089 Stillwater Ct,patti.dailey@lpl.com,,Salesforce
11182235,Inactive Investor,Gary Gilbert,,United Planners' Financial Services of America A Limited Partner Elyria OH 1530 W River Rd N,,,Salesforce
9557535,,Sean Calleja,,,sean.calleja@valic.com,,List import
10907554,Inactive Investor,Jason Hilliard,Chief Compliance Officer;Chief Executive Officer;Managing Director,Forecast Capital Management,jason@forecastcapitalmanagement.com,,Salesforce
10978821,Inactive Investor,Lansen Pan,,Ally Invest Securities LLC,,,Salesforce
9645827,,Luciano Sbuttoni,,,bardiparma@msn.com,,List import
11205890,Inactive Investor,Thupten Namgyal,,"Osaic Wealth, Inc. Novato CA 109 Laurelwood Dr",,,Salesforce
11228645,Inactive Investor,Teresa Necaise,Banker;Vice President,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10917556,Inactive Investor,Chad Andersen,,"Osaic FS, Inc. Clive IA 1350 NW 138th St",,,Salesforce
11177718,Inactive Investor,Tyler Swank,Financial Advisor,Edward Jones Jackson WI W227N16867 Tillie Lake Ct,tj.swank@edwardjones.com,,Salesforce
10766691,Inactive Investor,Kelly Green,Financial Advisor;Institutional Consultant,Morgan Stanley Birmingham MI 34901 Woodward Ave,kelly.green@morganstanley.com,,Salesforce
11011976,Inactive Investor,Samuel Stewart,,"Allstate Financial Services, LLC New Braunfels TX 651 N Business IH 35",samuelstewart@allstate.com,,Salesforce
11234588,Inactive Investor,Matthew Arnold,Partner;Private Wealth Manager,Creative Planning Berwyn PA 920 Cassatt Rd,matthew.arnold@creativeplanning.com,,Salesforce
11015171,Inactive Investor,Sheppard Lawrence,,"Allstate Financial Services, LLC Atlanta GA 5252 Roswell Rd",sheplawrence@allstate.com,,Salesforce
10932767,Inactive Investor,James Yancey,,"Bessemer Investor Services, Inc. Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
9589715,,Michael Tesorio,,,tesorio.michael@gmail.com,,List import
9577581,,Azsxdc Bandara,,,tharindudimethra@gmail.com,,List import
10877976,Inactive Investor,Julia Brucker,Associate;Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,julia.brucker@morganstanley.com,,Salesforce
10965389,Inactive Investor,Ali Chehab,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",ali.chehab@ml.com,,Salesforce
10814160,Inactive Investor,Kenneth Albert,,"Calton & Associates, Inc.",,,Salesforce
9625185,,mohamed osman,,,m.osman.dawlia@gmail.com,,List import
10489641,,Harold Dede,Investment Advisor,Fisher Investments,harolddedeiii@dedewealth.com,,List Import
9626841,,Buck Cowdin,,,dcowdin1966@gmail.com,,List import
9619754,,Joshua Lambert,,,jlambert06@gmail.com,,List import
228142,, -,,[[Unknown]],jgerber02@gmail.com,,
10951522,Inactive Investor,Michael Miller,,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
10853531,Inactive Investor,Michael Romanchak,,"BCN Financial, Inc.",miker@bcnfin.com,,Salesforce
10977539,Inactive Investor,Alexander Zempolich,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
243686,,Robyn Crane,CEO,Crane Financial Inc,robyn@robyncrane.com,,Manual List Upload
11034054,Inactive Investor,Samantha Weber,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9619934,,Lucy Wang,,,lucy@horizen.global,,List import
3193008,,Rokas Einikis,,,ceo@thefishverse.com,,Web Form Fillout
11041855,Inactive Investor,William Rohwer,Financial Advisor,LPL Financial LLC Fort Wayne IN 7821 Carnegie Blvd,william.rohwer@lpl.com,,Salesforce
11147709,Inactive Investor,Thomas Ealy,,Cetera Advisor Networks LLC Mahomet IL Private Residence,,,Salesforce
11076976,Inactive Investor,Dieter Thurow,,Emerson Equity LLC,,,Salesforce
9641069,,Emes Esow,,,mss4reg@gmail.com,,List import
11141883,Inactive Investor,Michael Fontenot,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mike.fontenot@ml.com,,Salesforce
9551768,,Stacy McCarrell,,,stacymccarrell31@gmail.com,,List import
10852860,Inactive Investor,William Saylor,,"VALIC Financial Advisors, Inc. Asheville NC Private Residence",william.saylor@valic.com,,Salesforce
203772,,Louie Gaudio,,[Unknown],louiegaudio@gmail.com,,
11050516,Inactive Investor,Jorge Gonzalez,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,jorge.gonzalez@primerica.com,,Salesforce
9590385,,Kittisak Shawang,,,kts80kts@gmail.com,,List import
10945489,Inactive Investor,Robert Fortune,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11028019,Inactive Investor,Kelly Mckay,,Cetera Advisor Networks LLC Seattle WA 6000 Southcenter Blvd,,,Salesforce
9625299,,Thomas Ray,,,tcr004@protonmail.com,,List import
10794795,Inactive Investor,Nicole Rudd,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Portfolio Management Director,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,nicky.rudd@morganstanley.com,,Salesforce
10658026,,Connie Davis,,,connie.davis@primerica.com,,List Import
10870979,Inactive Investor,Deborah Hivnor,,PFS Investments Inc. Columbus OH 3000 W Broad St,deborah.hivnor@primerica.com,,Salesforce
10921405,Inactive Investor,Kevin Auerr,,"Cambridge Investment Research, Inc. Franklin MA 29 Dean Ave",,,Salesforce
10765310,Inactive Investor,Daniel Montalbano,Financial Advisor,Edward Jones Nederland TX 2300 Hwy 365,danny.montalbano@edwardjones.com,,Salesforce
338792,,Kathi Parrish,Financial Para planner,"The Planning Center, Inc.",kathi@theplanningcenter.com,309-797-4030,Manual List Upload
10657284,,Daniel Mortell,,,daniel.mortell@nm.com,,List Import
11212090,Inactive Investor,Jacob Duffy,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,jduffy@rwbaird.com,,Salesforce
11118622,Inactive Investor,Rhonda Wainwright,Client Service Coordinator,LPL Financial LLC Manasquan NJ 2424 Hwy 34,rhonda.wainwright@wfafinet.com,,Salesforce
11138697,Inactive Investor,Zachary Cietek,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11126661,Inactive Investor,Andrew White,,Jefferies LLC,,,Salesforce
10856990,Inactive Investor,Jeffrey Glick,,NYLIFE Securities LLC,jglick@ft.newyorklife.com,,Salesforce
10911240,Inactive Investor,Douglas St John,Financial Advisor,LPL Financial LLC Seattle WA 1530 Westlake Ave N,douglas.stjohn@lpl.com,,Salesforce
11029304,Inactive Investor,James Alders,,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",drew.alders@equitable.com,,Salesforce
11169004,Inactive Investor,Mark Kistler,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Senior Vice President,Morgan Stanley Lancaster PA 300 Granite Run Dr,mark.d.kistler@morganstanley.com,,Salesforce
9603804,,DANNY GOODMAN,,,dgoodman@corescientific.com,,List import
10786582,Inactive Investor,Peter Miller,Secretary;Treasurer;Vice President,"Summit Financial Advisors, Inc. Lebanon OH 41 N Broadway St",,,Salesforce
10838438,Inactive Investor,John Franz,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",john.franz@ml.com,,Salesforce
11211727,Inactive Investor,Tom Lozanoski,Financial Advisor,"Ameriprise Financial Services, LLC Merrillville IN 300 E 90th Dr",tom.x.lozanoski@ampf.com,,Salesforce
11229506,Inactive Investor,Ann Nadeau,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10864230,Inactive Investor,Luke Neff,Financial Advisor,"CUSO Financial Services, L.P. Dayton OH 3501 Wilmington Pike",,,Salesforce
10776949,Inactive Investor,Mario Govias,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,mario.govias@fidelity.com,,Salesforce
3314851,,Kim Ruth,,,kimulated@gmail.com,,Web Form Fillout
11199145,Inactive Investor,Larry Mcclanahan,Chief Compliance Officer;Managing Member;Principal,"SecondHalf Planning & Investment, LLC",,,Salesforce
10776884,Inactive Investor,Jon Ardell,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",jon.ardell@wellsfargoadvisors.com,,Salesforce
11011604,Inactive Investor,Joseph Fagan,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
9571231,,Michael Shockley,,,mshockley@rgtadvisors.com,,List import
11028547,Inactive Investor,Jeremiah Lurken,Senior Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Mankato MN 201 N Riverfront Dr",jeremiah.lurken@claconnect.com,,Salesforce
9632205,,Shuki Herchovici,,,shuki.herchovici@gmail.com,,List import
10964299,Inactive Investor,William Somers,Investment Advisor Representative,The Investment Connection LLC Hackettstown NJ 1001 County Road 517,,,Salesforce
11187442,Inactive Investor,Zachary Zarnik,,William Blair San Francisco CA 343 Sansome St,zzarnik@williamblair.com,,Salesforce
9611646,,Adrien FRANTZEN,,,adrien.frantzen@gmail.com,,List import
11068157,Inactive Investor,Arman Arneja,,J.P. Morgan Securities LLC Garden City NY 82 7th St,arman.arneja@chase.com,,Salesforce
10883126,Inactive Investor,Andrew Friedman,,Goldman Sachs & Co.,,,Salesforce
9615734,,osman gülecen,,,haciosmangulecen@gmail.com,,List import
11036739,Inactive Investor,Tomio Nanto,,LPL Financial LLC Hinsdale IL 50 S Lincoln St,tomio.nanto@lpl.com,,Salesforce
10956586,Inactive Investor,Matthew Butera,Client Service Associate,"Raymond James & Associates, Inc. Boston MA 1 International Pl",matthew.butera@raymondjames.com,,Salesforce
9612127,,Thomas Ronczy,,,tronczy@bancfund.com,,List import
11131461,Inactive Investor,Halley Craig,,Cetera Advisor Networks LLC Mill Valley CA 250 Camino Alto,,,Salesforce
10617138,,Janice Brack,,,janice.f.brack@ampf.com,,List Import
45512,,Patrick Hamill,Investment Advisor Representative,SPC,phamill@sigmarep.com,734-663-1611,
11151742,Inactive Investor,James O'Neal,Financial Advisor;Financial Planner,LPL Financial LLC Windsor CO Private Residence,james.oneal@lpl.com,,Salesforce
339683,,George Matelich,Managing Director,"Kelso & Company, L.p.",gmatelich@kelso.com,212-350-7700,Manual List Upload
10929021,Inactive Investor,Kiegan Hart,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,kiegan.hart@jpmorgan.com,,Salesforce
10996624,Inactive Investor,Derek Ruiz,,J.P. Morgan Securities LLC Spring Valley NY 501 Chestnut Ridge Rd,derek.ruiz@jpmorgan.com,,Salesforce
10975152,Inactive Investor,Stephen Bowles,,"Farmers Financial Solutions, LLC Rolla MO 1030 Kingshighway St",sbowles@farmersagent.com,,Salesforce
338591,,Timothy Fulham,Treasurer And Director,Fulham & Co,tim@fulhamco.com,781-235-2266,Manual List Upload
10761664,Inactive Investor,Charles Doty,Chief Operating Officer;Co-Chief Executive Officer;Partner,"Asset Preservation Advisors, LLC",cdoty@assetpreservationadvisors.com,,Salesforce
213054,,Gabriel Ibghy,,[Unknown],gabriel@gpu.one,,Organic Search
11013348,Inactive Investor,Devonta Bowens,,J.P. Morgan Securities LLC Houston TX 1490 Eldridge Pkwy,devonta.bowens@jpmorgan.com,,Salesforce
10934171,Inactive Investor,Charlene Laney,Wealth Advisor,LPL Financial LLC Englewood CO 7173 S Havana St,charlene.laney@lpl.com,,Salesforce
11267915,,Yakir Lutzki,,,yakirlutski@gmail.com,,Web Form Fillout
10953223,Inactive Investor,Chunhong Yue,,"Transamerica Financial Advisors, Inc Milpitas CA 1629 S Main St",chunhong.yue@tfaconnect.com,,Salesforce
10761478,Inactive Investor,James Wiley,,"Raymond James & Associates, Inc.",,,Salesforce
10619367,,Felicia Di Silvestro,,,felicia.g.disilvestro@morganstanley.com,,List Import
10798662,Inactive Investor,Kimberly Scharff,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,kimberly.scharff@jpmorgan.com,,Salesforce
9631899,,Kate Zhang,,,cupkatez@gmail.com,,List import
9566951,,Edgar Roberts,,,roberts_edgar@nlvmail.com,,List import
11171126,Inactive Investor,James Frazier,Chairman;Founder;Partner,"Frazier Financial Advisors, LLC",jfrazier@frazierfinancial.com,,Salesforce
11040945,Inactive Investor,David Lammers,Financial Advisor,Edward Jones Mchenry IL 3923 Mercy Dr,david.lammers@edwardjones.com,,Salesforce
11219533,,Julie Coleman,,,jcoleman@brownadvisory.com,,Other
10465143,,Darius Kaveckas,,,darius.kaveckas@gmail.com,,Web Form Fillout
11074403,Inactive Investor,Donald Kendrick,Chief Executive Officer,"SteelOaks Investment Advisers, Inc. Weirton WV 3205 Pennsylvania Ave",dkendrick@steeloaks.com,,Salesforce
9638985,,Luis Ferreira,,,luis.ferreira@bcv.ch,,List import
10911493,Inactive Investor,David Clifford,,Sanders Morris LLC,,,Salesforce
10915936,Inactive Investor,Bernard Lynn,,LPL Financial LLC Brookfield WI 180 N Executive Dr,bernard.lynn@lpl.com,,Salesforce
9630572,,James Ewer,,,jae691@mail.harvard.edu,,List import
10898745,Inactive Investor,Jonathan Lewis,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",jlewis@sanctuarywealth.com,,Salesforce
10619031,,William Easom,,,william.easom@morganstanley.com,,List Import
10615162,,Todd Shaw,"Financial Advisor, Investment Management Consultant, Portfolio Management Director, Senior Vice President",,todd.shaw@morganstanley.com,,List Import
11104067,Inactive Investor,Stephen Mihalek,Financial Advisor;Senior Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,stephen.mihalek@morganstanley.com,,Salesforce
10872944,Inactive Investor,Michele Carlson,,LPL Financial LLC Red Wing MN 307 Dakota St,michele.carlson@lpl.com,,Salesforce
10658990,,Craig Lane,,,craiganthonylane@primerica.com,,List Import
11136688,Inactive Investor,Cameron Owen,,Park Avenue Securities LLC Newburgh IN 8832 High Pointe Dr,,,Salesforce
9630364,,Emily Pasiliao,,,pasiliao.emily@gmail.com,,List import
10966028,Inactive Investor,Lyman Howard,Financial Advisor;Partner,Cerity Partners LLC San Francisco CA 801 Montgomery St,lhoward@ceritypartners.com,,Salesforce
9603617,,Vivek Chandiramani,,,vlc.sgp@gmail.com,,List import
10646370,,Emily Fortson,,,emily.reistad@valic.com,,List import
9600137,,Kelly Kane,,,kelly@broadwingcapital.com,,List import
10864919,Inactive Investor,Eric Olson,Investment Advisor Representative,"Osaic Wealth, Inc. Jacksonville FL 4745 Sutton Park Ct",eolson@osaicwealth.com,,Salesforce
10934114,Inactive Investor,Laurie Madenfort,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",lmadenfort@financialguide.com,,Salesforce
9586581,,Jamie Chapman,,,jamiechap1988@gmail.com,,List import
10921547,Inactive Investor,Herbert Gentle,,PFS Investments Inc. Torrance CA 21151 S Western Ave,herbert.gentle@primerica.com,,Salesforce
11035882,Inactive Investor,Miguel Corvalan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",miguel.corvalan@ml.com,,Salesforce
11210813,Inactive Investor,Craig Krouth,Financial Advisor,Edward Jones Sault Sainte Marie MI 3303 I-75 Business Spur,craig.krouth@edwardjones.com,,Salesforce
1560,,Martin Clark,,Riccobene and Associates,vinceclarkjr@gmail.com,(919) 266-7997,Direct
10892673,Inactive Investor,Fady Hanna,,"Wells Fargo Clearing Services, LLC McKinney TX 9021 W University Dr",,,Salesforce
11202547,Inactive Investor,Todd Hicks,Wealth Manager,Merit Financial Advisors Lawrenceville GA 1790 Atkinson Rd,thicks@meritfa.com,,Salesforce
11188951,Inactive Investor,Scott Bucher,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",scott.r.bucher@ml.com,,Salesforce
10881054,Inactive Investor,Helen Stephens,Chief Compliance Officer;President,Aspen Wealth Management,helen@aspenwealthmgmt.com,,Salesforce
8481098,,Tim Doozan,,Keel Point,tdoozan@keelpoint.com,,List Import
10930652,Inactive Investor,Therese Moore,,"Osaic Wealth, Inc. West Bend WI 819 S Main St",,,Salesforce
11037746,Inactive Investor,Scott Burg,Director - Research,TFC Financial Management Inc,sburg@tfcfinancial.com,,Salesforce
11133546,Inactive Investor,Caroline Morris,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
9626778,,Javier Colmenares,,,hotpocketsarelife33@gmail.com,,List import
9569660,,Deborah Romey,,,debbie@etfportfoliopartners.com,,List import
11085286,Inactive Investor,Theresa Meehan,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
9572164,,William Kelly,,,bill@panningcapital.com,,List import
10849727,Inactive Investor,Bo Wang,,"Landolt Securities, Inc. Livingston NJ 184 S Livingston Ave",,,Salesforce
10783760,Inactive Investor,Christopher Grose,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,christopher.t.grose@jpmorgan.com,,Salesforce
10898885,Inactive Investor,Michael Rivera,,"Truist Investment Services, Inc. Orlando FL 333 S Garland Ave",,,Salesforce
10778930,Inactive Investor,John McCarthy,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",john.mccarthy@wellsfargoadvisors.com,,Salesforce
10760085,Inactive Investor,Kevin Bradley,Branch Manager;Senior Vice President,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,kbradley@janney.com,,Salesforce
11098219,Inactive Investor,Grace Kubit,Compliance Program Manager,PNC Investments Philadelphia PA 1600 Market St,grace.daniels@pnc.com,,Salesforce
10889310,Inactive Investor,Vinhan Pham,,PFS Investments Inc. Crestline CA 580 Forest Shade Rd,vinhan.pham@primerica.com,,Salesforce
10783831,Inactive Investor,James Greenho,Director - Corporate Client Group;Managing Director;Private Wealth Advisor;Wealth Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,james.b.greenho@morganstanley.com,,Salesforce
11167091,Inactive Investor,Alexander Pruitt,,"Osaic Wealth, Inc. Saint Paul MN 2573 Hamline Ave N",,,Salesforce
11064265,Inactive Investor,Charles Straub,Financial Advisor,Edward Jones Shamokin Dam PA 30 Baldwin Blvd,chuck.straub@edwardjones.com,,Salesforce
10951260,Inactive Investor,Rosa Castillo,,J.P. Morgan Securities LLC Stamford CT 45 Prospect St,rosa.i.castillo@chase.com,,Salesforce
11045356,Inactive Investor,Bradley Skeeters,,"Avantax Investment Services, Inc. Dublin GA 1300 Bellevue Ave",,,Salesforce
11181809,Inactive Investor,Christopher Jenkins,,Cetera Financial Specialists LLC Greenville NC 243 Commerce St,christopher.jenkins@ceterafs.com,,Salesforce
10907132,Inactive Investor,Kyle Colwell,,LPL Financial LLC Morristown NJ 305 Madison Ave,kyle.colwell@lpl.com,,Salesforce
10816090,Inactive Investor,Bryan Merrick,,"Raymond James Financial Services, Inc. Huntingdon TN 19510 Main St W",bryan.merrick@raymondjames.com,,Salesforce
11153959,Inactive Investor,Jody Evans,,State Farm VP Management Corp. Las Vegas NV 8450 W Sahara Ave,jodymeservey@statefarm.com,,Salesforce
11170792,Inactive Investor,Matthew Beitzel,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11084945,Inactive Investor,Christopher Mettam,,The O.N. Equity Sales Company Deerfield IL 605 Waukegan Rd,,,Salesforce
11009282,Inactive Investor,Chester Columbus,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",chester.columbus@prudential.com,,Salesforce
124775,,John Brown,"Consulting Advisor, Senior Wealth Advisor","Stratos Wealth Partners, Ltd",jbrown@stratoswealthpartners.com,972-985-7162,
10998469,Inactive Investor,Timothy Eaton,,MWA Financial Services Inc. Denton TX 303 N Carroll Blvd,timothy.j.eaton@mwarep.org,,Salesforce
10920656,Inactive Investor,Mark Reisman,,Edward Jones Wyckoff NJ 300 Franklin Ave,mark.reisman@edwardjones.com,,Salesforce
10824176,Inactive Investor,Frank Ballinger,Managing Director,Aegis Capital Corp.,fballinger@aegiscap.com,,Salesforce
11210402,Inactive Investor,Roger Wei,,J.P. Morgan Securities LLC Irvine CA 4249 Campus Dr,roger.wei@chase.com,,Salesforce
80578,,Kripto Kolomb,,Turkey,kriptokolomb@yandex.com,,
10961232,Inactive Investor,Evan Moller,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11221639,,Christina Slater,,,christina.slater@tciwealth.com,,List Import
9588539,,Craig Kelley,,,craig@kelleyinvestments.com,,List import
11115306,Inactive Investor,Jay Long,,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,jay@ubs.com,,Salesforce
10885143,Inactive Investor,Stacey Waddell,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,stacey.waddell@ncsecu.org,,Salesforce
10882090,Inactive Investor,Michael Wilson,Chief Compliance Officer;President,Blueprint Retirement Advisors LLC,mike@blueprintra.com,,Salesforce
10946652,Inactive Investor,Valencia Young,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,valencia.crawl@primerica.com,,Salesforce
10850592,Inactive Investor,Mark Patton,Financial Advisor,LPL Financial LLC Hayden ID 87 W Sargent Dr,mark.patton@lpl.com,,Salesforce
9619366,,Shreyas Gupta,,,sgupta@pwcm.com,,List import
209444,,Jose Villa,,[Unknown],villajose95@gmail.com,,Other
11230458,Inactive Investor,Jordan Rinas,,"Charles Schwab & Co., Inc. Las Vegas NV 7910 W Tropical Pkwy",,,Salesforce
11047738,Inactive Investor,Ellen Burris,Private Banker;Senior Vice President,"UMB Financial Services, Inc. Kansas City MO 4900 Main St",ellen.burris@umb.com,,Salesforce
11211139,Inactive Investor,Laurie Brock,Senior Client Associate,"Wells Fargo Clearing Services, LLC Chico CA 901 Bruce Rd",,,Salesforce
10786159,Inactive Investor,T. Kimo Henderson,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,troy.henderson@fidelity.com,,Salesforce
10768373,Inactive Investor,Phillip Whitehead,,NYLIFE Securities LLC Brandon MS 111 Grants Ferry Rd,prwhitehead@ft.newyorklife.com,,Salesforce
9622291,,Carson Vaughan,,,carson@matchgradeadvisors.com,,List import
10901672,Inactive Investor,Abhijit Vickram,,Morgan Stanley San Francisco CA 221 Main St,,,Salesforce
10917664,Inactive Investor,Patricia Hathaway,Owner,"Horizons Sustainable Financial Services, Inc. Eugene OR 399 E 10th Ave",patricia@horizonssfs.com,,Salesforce
10762312,Inactive Investor,Ronald Reale,,"Avantax Investment Services, Inc. Gilboa NY Private Residence",,,Salesforce
11112572,Inactive Investor,Patrick Erfort,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,patrick.erfort@ubs.com,,Salesforce
10879252,Inactive Investor,Janet Piper,,J.P. Morgan Securities LLC Dayton OH 6000 Far Hills Ave,janet.m.piper@jpmorgan.com,,Salesforce
11208829,Inactive Investor,Gregg Tushaus,Chief Executive Officer;Chief Investment Officer,Big Cedar Investment Advisors,gregg.tushaus@bigcedaradvisors.com,,Salesforce
10997411,Inactive Investor,Angel Mendez,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 529 W 19th St,angel.mendez@jpmorgan.com,,Salesforce
11153106,Inactive Investor,Susan Clarke,,Robert W. Baird & Co. Incorporated Phoenix AZ 2425 E Camelback Rd,sclarke@rwbaird.com,,Salesforce
11193359,Inactive Investor,Christopher Gabrys,Financial Advisor,"CUSO Financial Services, L.P. Winchester VA 1850 S Loudoun St",,,Salesforce
9623515,,John Sung,,,john.sung@gmail.com,,List import
11030423,Inactive Investor,Steven Holdsworth,Financial Advisor,"Falcon Wealth Planning, Inc.",,,Salesforce
11183721,Inactive Investor,Ryan Brannon,Account Vice President;Financial Advisor,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,ryan.brannon@ubs.com,,Salesforce
10866361,Inactive Investor,George Tsandikos,Consultant,Rockefeller Financial LLC Palm Beach FL Private Residence,gtsandikos@rockco.com,,Salesforce
9630274,,Benito Mcclammy,,,mcclammybenito@yahoo.com,,List import
94332,,Erin Harrington,,Bespoke Wellness,erinharrington1@me.com,4848322544,Organic Search
11182937,Inactive Investor,Charles Bailey,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,,,Salesforce
9574881,,Sergei Schwartz,,,perovser@gmail.com,,List import
10855999,Inactive Investor,Biff Behr,,"Equitable Advisors, LLC Bloomingdale IL 109 Fairfield Way",biff.behr@equitable.com,,Salesforce
11166938,Inactive Investor,Anthony Ditta,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",anthony.ditta@ml.com,,Salesforce
10982889,Inactive Investor,Bradford Thorne,Financial Advisor,Edward Jones Forest City NC 612 Oak St,brad.thorne@edwardjones.com,,Salesforce
10769697,Inactive Investor,Thais Piotrowski,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 1875 NW Corporate Blvd",thais.d.piotrowski@ampf.com,,Salesforce
9542141,,erica kim,,,ksa30702@naver.com,,List import
11063647,Inactive Investor,Thomas D'Elia,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",tdelia@financialguide.com,,Salesforce
10614043,,Jeffrey Van Demark,Financial Advisor,,jeffrey.vandemark@wellsfargoadvisors.com,,List Import
373856,,Sait can Co?kun,,[Unknown],saitcancoskun@gmail.com,,source
10998933,Inactive Investor,Xin Weng,,Innovation Partners LLC,xweng@brokersifs.com,,Salesforce
9642964,,Gracio Garcia,,,gracio_garcia@yahoo.com,,List import
11163644,Inactive Investor,Lefteri Melonakis,Chief Compliance Officer;Owner,Melonakis Financial,,,Salesforce
10961244,Inactive Investor,Hannah Bayless,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11142734,Inactive Investor,Frances Dines,,"Stifel, Nicolaus & Company, Incorporated Syracuse NY 5784 Widewaters Pkwy",dinesf@stifel.com,,Salesforce
11124121,Inactive Investor,Scott Weber,Associate Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indiana PA 682 Philadelphia St",scott_weber@ml.com,,Salesforce
11138639,Inactive Investor,Mark Pappas,Financial Advisor,LPL Financial LLC Foothill Ranch CA Private Residence,mark.pappas@lpl.com,,Salesforce
11101846,Inactive Investor,Robert Martilla,,J.P. Morgan Securities LLC Wellington FL 1480 Greenview Shores Blvd,robert.j.martilla@jpmorgan.com,,Salesforce
338442,,Jamie Fuhrman,,[Unknown],jfuhrman@wustl.edu,,Event
10691578,,Dominic Thomas,,,dominicgthomas@gmail.com,,Web Form Fillout
9631373,,Soju Boku,,,hoyov45190@poetred.com,,List import
10887004,Inactive Investor,Sharon Kauffman,,"Osaic Wealth, Inc. Fort Morgan CO 229 W Kiowa Ave",,,Salesforce
350676,,Blake Butterfield,,Mcmill Cpa And Advisors,blakeb@wealthfirm.info,402-371-1160,Manual List Upload
241972,,Gabriel Pereyra Cribb,,Independent Consultant,gpcribb@gmail.com,,Direct
10868064,Inactive Investor,Scot Landborg,,USA Financial Securities LLC Tustin CA 17332 Irvine Blvd,,,Salesforce
10846222,Inactive Investor,Jason Rees,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Carmel IN 2325 Pointe Pkwy",jason.rees@tiaa.org,,Salesforce
10970494,Inactive Investor,Ryan Brockman,,"Raymond James & Associates, Inc. Lancaster PA 570 Lausch Ln",,,Salesforce
10596334,,[Unknown],,,davidh@liveabound.com,,Web Form Fillout
11145227,Inactive Investor,Thomas Billington,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Chapel Hill NC 129 S Estates Dr",thomas.m.billington@wellsfargo.com,,Salesforce
339772,,Gigi Wong,Chief Financial Officer,Hazelview Securities Inc.,gwong@timbercreek.com,188-894-98439,Manual List Upload
1880469,,Ndanji Nachilongo,,,ndanjinachilongo177@gmail.com,,
10808637,Inactive Investor,Melody Mitchell,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
348526,,Lawrence Guffey,Managing Partner,Twin Point Capital Llc,lg@twinpointcap.com,347-594-5598,Manual List Upload
11034283,Inactive Investor,Gabriel Wangsgard,,"Centaurus Financial, Inc. Eagle ID 3509 W Bavaria St",,,Salesforce
10786554,Inactive Investor,Steven Gaziano,First Vice President;International Client Advisor,Morgan Stanley Boston MA 28 State St,steven.gaziano@morganstanley.com,,Salesforce
9602827,,James Heine,,,jheine@icredlands.com,,List import
10764891,Inactive Investor,Krista Brown,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",krista.brown@wellsfargoadvisors.com,,Salesforce
10859572,Inactive Investor,Jordan Higgins,,Janney Montgomery Scott LLC Cockeysville MD 40 Wight Ave,jordanhiggins@janney.com,,Salesforce
9627775,,Muhammad Muhasin,,,admin@abiinnovations.in,,List import
11148673,Inactive Investor,Reid Shockley,,"W&S Brokerage Services, Inc. Willoughby OH 4230 State Rte 306",reid.shockley@wslife.com,,Salesforce
11147820,Inactive Investor,Susan George,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,sgeorge@primerica.com,,Salesforce
9541305,,Thomas Hudgeons,,,th92ebay@gmail.com,,List import
10831636,Inactive Investor,Alan Mevorah,Financial Advisor,LPL Financial LLC Odessa FL 17427 Equestrian Trl,alan.mevorah@lpl.com,,Salesforce
10484906,,Edward Ray,"Managing Member, Owner","ELR Capital Management, LLC",cray@elrcapital.com,,List Import
9544140,,Arthur Eggman,,,arthur.eggman@transamerica.com,,List import
9567961,,Josh Egan,,,joshua.h.egan@gmail.com,,List import
10661592,,Ivan Havrylyan,,,ivan@otbfinancialplanning.com,,List Import
9553923,,Aimee Horstman,,,aimeehorstman@synovus.com,,List import
11197746,Inactive Investor,Christopher Gunster,Head - Fixed Income;Partner,Fidelis Capital Greenwich CT 500 W Putnam Ave,,,Salesforce
9619385,,Steven List,,,slist@crestlineinc.com,,List import
11022055,Inactive Investor,Conrad Lloyd,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10835884,Inactive Investor,William Bell,Financial Advisor,Edward Jones Hickory NC 307 2nd St NE,mike.bell@edwardjones.com,,Salesforce
11223153,,Jimmy Wang,,,wang@corsair-capital.com,,List Import
10847095,Inactive Investor,Peter Klas,,"Verity Investments, Inc.",pklas@verityinvest.com,,Salesforce
11136783,Inactive Investor,Sean Kleeman,,"Avantax Investment Services, Inc. Mililani HI Private Residence",,,Salesforce
11071009,Inactive Investor,Thomas Elzinga,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 6701 Old 28th St SE",thomas.a.elzinga@ampf.com,,Salesforce
10959807,Inactive Investor,Viktor Kuru,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10811901,Inactive Investor,Ann Stamm,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington WV 1117 3rd Ave",ann_stamm@ml.com,,Salesforce
11060850,Inactive Investor,Aida Babayan,Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,aida.babayan@ubs.com,,Salesforce
349478,,Richard Wade,,"National Asset Management, Inc.",lwade@nationalsecurities.com,561-981-1000,
9610766,,Michael Pedrick,,,mpedrick07@gmail.com,,List import
11221028,,Joshua Robinson,,,jrobinson@mcbridefinancial.net,,List Import
11141403,Inactive Investor,Nancy McCarrell,Wealth Advisor,"USAdvisors Wealth Management, LLC Inver Grove Heights MN 5774 Blackshire Path",nmccarrell@usadvisorsnetwork.com,,Salesforce
124764,,Micah Kelley,,"Stratos Wealth Partners, Ltd",mkelley@stratoswealthpartners.com,412-528-1936,
11173330,Inactive Investor,Alan Green,,"Sanctuary Securities, Inc. Southbury CT 555 Heritage Rd",agreen@sanctuarywealth.com,,Salesforce
6775840,,sseva dhd,,,xosemob688@otanhome.com,,Web Form Fillout
11200342,Inactive Investor,Erin Campbell,Founder;Principal;Vice President,Beacon Financial Strategies Corp.,erin@beaconfinancialstrategies.com,,Salesforce
10819449,Inactive Investor,Anthony Parente,,LPL Financial LLC Barkhamsted CT Private Residence,tony.parente@lpl.com,,Salesforce
10769429,Inactive Investor,Gloria Chevitanon,,PFS Investments Inc. Vienna VA 1604 Spring Hill Rd,gloria.chevitanon@primerica.com,,Salesforce
11147204,Inactive Investor,Michael Yoon,Financial Advisor;Insurance Agent,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",michaelyoon@financialguide.com,,Salesforce
10987887,Inactive Investor,William Risk,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,wrisk@primerica.com,,Salesforce
9636408,,Elizabeth Sauer,,,esauer@bostonassetmanagement.com,,List import
10960009,Inactive Investor,Dominic Trejo,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,,,Salesforce
10787911,Inactive Investor,Bryan Erickson,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;President;Trustee,Highway Financial Networks,bryan@highwayfinancial.com,,Salesforce
10837906,Inactive Investor,Leslie Raw,,PFS Investments Inc. Kansas City MO 2301 Burlington St,leslie.raw@primerica.com,,Salesforce
11000442,Inactive Investor,William Rahjes,,LPL Financial LLC Gothenburg NE 900 Lake Ave,will.rahjes@lpl.com,,Salesforce
11087308,Inactive Investor,Vonda Warren,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC Chesterfield MO 16090 Swingley Ridge Rd,vwarren@rockco.com,,Salesforce
11175363,Inactive Investor,Cathy Buhl,Associate,Edward Jones Waukon IA 1324 Rossville Rd,cathy.buhl@edwardjones.com,,Salesforce
10925266,Inactive Investor,Erik Engh,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,esengh@ft.newyorklife.com,,Salesforce
10879059,Inactive Investor,Vance Garwood,,"Raymond James Financial Services, Inc. Wichita KS 12950 E 13th St N",vance.garwood@raymondjames.com,,Salesforce
11022001,Inactive Investor,Brian Minchow,,J.P. Morgan Securities LLC Colorado Springs CO 785 W Baptist Rd,,,Salesforce
10966958,Inactive Investor,Andrew Tran,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,ahtran02@ft.newyorklife.com,,Salesforce
11165967,Inactive Investor,Alfred Roche,,"Kestra Investment Services, LLC Sacramento CA 1750 Creekside Oaks Dr",,,Salesforce
11144633,Inactive Investor,Lorenda Wahl,Portfolio Associate,Morgan Stanley Billings MT 401 N 31st St,lorenda.wahl@morganstanley.com,,Salesforce
10753591,Inactive Investor,Nathan Cassel,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",nathan.w.cassel@ml.com,,Salesforce
10860422,Inactive Investor,Julie Burstin,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",jburstin@financialguide.com,,Salesforce
10754815,Inactive Investor,Robert Bluemel,Financial Advisor,"Wells Fargo Clearing Services, LLC Villa Park CA 17775 Santiago Blvd",scott.bluemel@wellsfargo.com,,Salesforce
11007477,Inactive Investor,Lindsey Casper,Financial Advisor,Robert W. Baird & Co. Incorporated Madison WI 1 S Pinckney St,lrcasper@rwbaird.com,,Salesforce
11067587,Inactive Investor,Javier Marcos Bandala,,"Wells Fargo Clearing Services, LLC San Diego CA 1302 Garnet Ave",javier.marcosbandala@wellsfargo.com,,Salesforce
10895696,Inactive Investor,Darrell Smith,Financial Advisor,"Citizens Securities, Inc. Medford MA 257 Spring St",darrell.a.smith@citizenssecurities.com,,Salesforce
11038345,Inactive Investor,Bill Childers,Financial Planner,USA Financial Securities LLC Bridgeport WV 119 Steele St,,,Salesforce
10893452,Inactive Investor,Christopher Lowe,Financial Advisor,"Independent Advisor Alliance, LLC San Diego CA Private Residence",,,Salesforce
10750115,Inactive Investor,Fernando Vinas,,"Samuel A. Ramirez & Company, Inc. San Juan 250 Ave Ponce de Leon",,,Salesforce
11070444,Inactive Investor,Dieter Scherer,Chief Compliance Officer;President;Principal;Quantitative Investment Manager,"Adaptive Wealth, LLC",dieter@adaptivewealth.com,,Salesforce
11164503,Inactive Investor,John Anderson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",john.d.anderson@ml.com,,Salesforce
11046375,Inactive Investor,Sarat Sethi,Equity Analyst;Managing Director;Managing Partner;Partner;Portfolio Manager,Douglas C. Lane & Associates,ssethi@dclainc.com,,Salesforce
11164651,Inactive Investor,Frederick Dey,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",ted.dey@rbc.com,,Salesforce
11174997,Inactive Investor,Wilburn Hudson,,"Cambridge Investment Research, Inc. Dalton GA 404 S Thornton Ave",,,Salesforce
10808908,Inactive Investor,Barry Hellyer,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",bj.hellyer@nm.com,,Salesforce
10786496,Inactive Investor,Miguel Macias,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Rio Rancho NM 1781 Rio Rancho Dr SE",miguel.macias@usbank.com,,Salesforce
9636336,,John Jones,,,jjones@riverassociatesllc.com,,List import
343240,,Jeffrey Keay,Managing Director,"Harbourvest Partners, Llc",jkeay@harbourvest.com,617-348-3707,Manual List Upload
9554106,,Timothy Ingalls,,,tim.ingalls@kmsfinancial.com,,List import
10995885,Inactive Investor,William Ernest,Financial Advisor,Commonwealth Financial Network Waukesha WI N14W23900 Stone Ridge Dr,wernest@commonwealth.com,,Salesforce
10820606,Inactive Investor,Robert Villines,,"Avantax Investment Services, Inc. Tulsa OK 5800 E Skelly Dr",,,Salesforce
10753207,Inactive Investor,Dana Derrick,Financial Advisor,Morgan Stanley Skaneateles NY 3 Fennell St,dana.derrick@morganstanley.com,,Salesforce
9589320,,A G,,,a-g@hotmail.es,,List import
9603919,,MICHAEL BRESSLER,,,mb@gsr.io,,List import
10937892,Inactive Investor,Donna Miranda,,Purshe Kaplan Sterling Investments,dmiranda@pksinvest.com,,Salesforce
11075852,Inactive Investor,Kevin Foster,,NYLIFE Securities LLC Henderson NV 2431 W Horizon Ridge Pkwy,kfoster@ft.newyorklife.com,,Salesforce
11075080,Inactive Investor,Janine Moore,,LPL Financial LLC Houston TX 9731 Wortham Blvd,janine.moore@lpl.com,,Salesforce
11046270,Inactive Investor,William Winters,,Cetera Financial Specialists LLC New Paltz NY 70 N Putt Corners Rd,william.winters@ceterafs.com,,Salesforce
9559503,,Caroline Connor,,,carolineconnor98@gmail.com,,List import
9577332,,Aisha Hunt,,,aisha@kelleyhuntlaw.com,,List import
10834342,Inactive Investor,George Morris,,"Osaic FA, Inc. Salem OH 272 Penn Ave",george.morrisiii@lfg.com,,Salesforce
11042032,Inactive Investor,Susan Burnett,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
9580738,,August Allendorf,,,august.allendorf@pnc.com,,List import
11261028,Inactive Investor,Morgan Geiger,Client Relationship Manager;Investment Advisor Representative,EPG Wealth Management LLC,mgeiger@eastpacesgroup.com,,Salesforce
11092943,Inactive Investor,Craig Storm,Financial Advisor,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",craig.storm@valic.com,,Salesforce
9584393,,Jeffrey Vahanian,,,jvahanian@vahanian.com,,List import
9557348,,Barry Julien,,,barry.julien@fwcapmgmt.com,,List import
10893411,Inactive Investor,William Hunter,,J.P. Morgan Securities LLC Orange CA 1344 N Tustin St,william.s.hunter@chase.com,,Salesforce
10776618,Inactive Investor,Susan Wilkinson,,LPL Financial LLC Charlottesville VA 889 Rio East Ct,susan.wilkinson@lpl.com,,Salesforce
11169359,Inactive Investor,Tyler Migdat,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11063941,Inactive Investor,Theresa Rose,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10813881,Inactive Investor,Brent Bunne,Financial Advisor,Edward Jones Osseo MN 7270 Forestview Ln N,brent.bunne@edwardjones.com,,Salesforce
11202628,Inactive Investor,Andrew Null,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,andrew.null@fidelity.com,,Salesforce
10909974,Inactive Investor,Thomas Davis,,NYLIFE Securities LLC Dallas TX 2711 Hibernia St,tmdavis@ft.newyorklife.com,,Salesforce
11195683,Inactive Investor,Michael Kiefer,Vice President,"Osaic Wealth, Inc. Albuquerque NM 6101 Moon St NE",,,Salesforce
11030244,Inactive Investor,Abraham Weiss,Agency Managing Director,"MML Investors Services, LLC Lakewood NJ 902 E County Line Rd",aweiss@financialguide.com,,Salesforce
9618530,,Raj Iyer,,,rviyer@canyonpartners.com,,List import
11083797,Inactive Investor,Margarita Lomeli,,J.P. Morgan Securities LLC Elmhurst IL 163 N York St,margarita.lomeli@jpmorgan.com,,Salesforce
11154260,Inactive Investor,Chase Dossa,,LPL Financial LLC San Diego CA 4707 Executive Dr,chase.dossa@lpl.com,,Salesforce
10657651,,Mary Holland,,,mary.holland@fidelity.com,,List Import
9552911,,Sean Landgren,,,slandgren@ayco.com,,List import
10860648,Inactive Investor,Maritza Guerra,,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
11038394,Inactive Investor,Joseph Broadbent,,"DFPG Investments, LLC",,,Salesforce
9634458,,Nate Raschke,,,nraschke@satherfinancial.com,,List import
11004294,Inactive Investor,Sudeshna Kapoor,Financial Representative,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",sudeshna.kapoor@prudential.com,,Salesforce
11093320,Inactive Investor,Yazunari Lopez,,PFS Investments Inc. West Palm Beach FL 2240 Palm Beach Lakes Blvd,yazunari.lopez@primerica.com,,Salesforce
11078390,Inactive Investor,Alexander Derbes,,Gilder Gagnon Howe & Co. LLC,aderbes@gghc.com,,Salesforce
9590002,,Conor McCarthy,,,mccarthyconor46@gmail.com,,List import
11065038,Inactive Investor,Harley Schultz,,"Truist Investment Services, Inc. Wheeling WV 1145 Main St",harley.schultz@truist.com,,Salesforce
10963480,Inactive Investor,Ryan Nelson,Financial Advisor,Edward Jones Carrollton GA 102 Trojan Dr,ryan.nelson3@edwardjones.com,,Salesforce
9648219,,Fernando Montes,,,direccion@servimexautos.mx,,List import
11151976,Inactive Investor,Joseph David,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Columbus GA 945 Broadway,joseph.b.david@morganstanley.com,,Salesforce
11196817,Inactive Investor,Rebecca Paden,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
11232653,Inactive Investor,Edvard Aydinyan,,"U.S. Bancorp Investments, Inc. Thousand Oaks CA 3887 E Thousand Oaks Blvd",edvard.aydinyan@usbank.com,,Salesforce
9549202,,Kori Gatta,,,kgatta@tpgaxon.com,,List import
10766583,Inactive Investor,Timothy Sandman,Associate Financial Advisor,"Ameriprise Financial Services, LLC Metairie LA 3351 Severn Ave",timothy.x.sandman@ampf.com,,Salesforce
11192280,Inactive Investor,Eric Johnson,Client Strategist;Principal,Brown Advisory Charlottesville VA 410 E Water St,eric.johnson@signaturefamilywealth.com,,Salesforce
11165884,Inactive Investor,Calvin Park,Financial Advisor,LPL Financial LLC Sacramento CA 1425 River Park Dr,calvin.park@lpl.com,,Salesforce
346529,,Jon Lind,Member,Lind Capital Partners,jlind@lindcapitalpartners.com,312-878-3830,Manual List Upload
10646218,,Caroline Lewis,,,caroline.s.lewis@morganstanley.com,,List Import
228059,, -,,[Unknown],vqspeed@yahoo.com,,
350326,,Diane Gastrow,"Director, Insurance Planning",Ellenbecker Investment Group,dgastrow@ellenbecker.com,262-691-3200,Manual List Upload
10646873,,Margaret English,,,margaret.english@lpl.com,,List Import
10840111,Inactive Investor,Ryan Young,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",ryan.p.young@nm.com,,Salesforce
10869694,Inactive Investor,Craig Welch,,"ValMark Securities, Inc.",craig.welch@valmarksecurities.com,,Salesforce
11098662,Inactive Investor,Jennifer Rust,Financial Advisor,Edward Jones Carson City NV 412 E Musser St,jennifer.rust@edwardjones.com,,Salesforce
10905553,Inactive Investor,Rickey Fisher,,"LaSalle St Securities, L.L.C. Elkhart IN Private Residence",rfisher@lasallest.com,,Salesforce
231600,,Chris -,,Chris [[Unknown]],embassyauditor@gmail.com,,
10878867,Inactive Investor,Michael Pate,,OneAscent Financial Services LLC Rochester MN Private Residence,,,Salesforce
10525638,,Daniel Smith,,,smith.dan.james@gmail.com,,Web Form Fillout
9624160,,KENTA TAKAHASHI,,,wm.hentai@gmail.com,,List import
10960458,Inactive Investor,Benjamin Blake,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11236782,Inactive Investor,Timothy Terry,Family Office Director,"Financial Gravity Family Office Services, LLC Tomball TX 11015 Northpointe Blvd",,,Salesforce
10786330,Inactive Investor,Rosa Llivina,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,rosa.llivina@fidelity.com,,Salesforce
11004570,Inactive Investor,Matthew Landon,Advisor,"Semmax Financial Advisors, Inc.",matt@semmax.com,,Salesforce
10951451,Inactive Investor,Deborah Ford,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,dford@ft.newyorklife.com,,Salesforce
10810942,Inactive Investor,Charles Evans,Financial Advisor,Commonwealth Financial Network Hanover PA 110 W Eisenhower Dr,cevans@commonwealth.com,,Salesforce
9642581,,Michael Scheller,,,michaelascheller1@gmail.com,,List import
10918075,Inactive Investor,Philip Backholm,,"Pensionmark Securities, LLC Warwick RI 475 Kilvert St",pbackholm@pensionmark.com,,Salesforce
10760467,Inactive Investor,Brad Huffman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",brad_huffman@ml.com,,Salesforce
11132248,Inactive Investor,Peter Giannini,,"Independent Financial Group, LLC San Luis Obispo CA 1457 Marsh St",pgiannini@ifgrr.com,,Salesforce
10618223,,Ryan Shaughnessy,,,rshaughnessy@themfg.com,,List Import
11132919,Inactive Investor,Amber Middleton,Financial Advisor,Edward Jones Richmond KY 100 Bayview Dr,amber.middleton@edwardjones.com,,Salesforce
6013971,,Dustin Smith,,,pixox28189@kaftee.com,,Web Form Fillout
11103265,Inactive Investor,Christopher Madden,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 12802 Memorial Dr,christopher.s.madden@jpmorgan.com,,Salesforce
9579496,,Justin Shukat,,,jshukat@primarywave.com,,List import
9559877,,Themi Pieropoulos,,,pieropoulos.tim@principal.com,,List import
11199589,Inactive Investor,Lorri Winkcompleck,Chief Compliance Officer;President,Gap Financial Services,lorri@gapfinancialservices.com,,Salesforce
10934214,Inactive Investor,Gabrielle Phenix,Branch Auditor,"First Command Brokerage Services, Inc.",gabrielle.phenix@edwardjones.com,,Salesforce
11137327,Inactive Investor,Friedrich Thiel,Investment Advisor,"Cutter & Company, Inc.",,,Salesforce
372255,,Brian Robbins,,United States,robbins.brian@gmail.com,,Salesforce
10924742,Inactive Investor,Noel Trias,,"Pensionmark Securities, LLC Escondido CA 1606 Summit Ln",noel.trias@pensionmark.com,,Salesforce
9575539,,Patrick Kennelly,,,pkennell@gmail.com,,List import
10967386,Inactive Investor,Douglas Seeber,,PFS Investments Inc. Portageville NY 6217 E Koy Rd,douglas.seeber@primerica.com,,Salesforce
11047047,Inactive Investor,Peter Kariofiles,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,drew.kariofiles@ubs.com,,Salesforce
11118234,Inactive Investor,Norman Doe,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",norman_doe@ml.com,,Salesforce
4138,,Joseph Dehner,,Self employed,jndehner@comcast.net,717-328-3924,
9597478,,Hunter Shevitt,,,hcshevitt@yahoo.com,,List import
238811,,hreederiii@gmail.com Reeder,,[Unknown],hreederiii@gmail.com,,
11272682,,Debebe Gebreyohannes,,,debebe890@gmail.com,,Web Form Fillout
11089026,Inactive Investor,John Beraud,,"First Command Brokerage Services, Inc. Jacksonville NC 200 Valencia Dr",jlberaud@firstcommand.com,,Salesforce
10882573,Inactive Investor,Chad Mayer,Financial Advisor,Edward Jones Roanoke TX 301 Trophy Br,chad.mayer@edwardjones.com,,Salesforce
11004551,Inactive Investor,Jennifer Lee,Wealth Advisor,Merriman,nfo@merriman.com,,Salesforce
11080033,Inactive Investor,Jack Fisher,,LPL Financial LLC Ormond Beach FL 1452 N US Hwy 1,jack.fisher@lpl.com,,Salesforce
11158730,Inactive Investor,Klinton Kennedy,,"Kestra Investment Services, LLC Ogden UT 2225 Washington Blvd",,,Salesforce
339958,,Kenneth Canepa,President,Union Capital Management Corp,kcanepa@bellsouth.net,504-569-9068,Manual List Upload
226767,, -,,[[Unknown]],wtqaexp@aol.com,,Initial Salesforce Import
10778005,Inactive Investor,Michael Bailey,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",michael_c_bailey@ml.com,,Salesforce
10826241,Inactive Investor,Steven Sutter,Financial Advisor,"Ameriprise Financial Services, LLC Valparaiso IN 1508 Calumet Ave",steven.2.sutter@ampf.com,,Salesforce
10919864,Inactive Investor,John Langdon,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
10614346,,Richard Gallipoli,Financial Advisor,,richard_gallipoli@glic.com,,List Import
52567,,Jenika Cook,Senior Wealth Advisor,Mariner Wealth Advisors,jenika.cook@marinerwealthadvisors.com,913-647-9758,
10876648,Inactive Investor,Brett Guth,Financial Advisor,Edward Jones Ogallala NE 100 E 11th St,brett.guth@edwardjones.com,,Salesforce
10874665,Inactive Investor,David Carlisle,Financial Advisor,Thrivent Investment Management Inc. Pleasanton CA 7011 Koll Center Pkwy,david.carlisle@thrivent.com,,Salesforce
229919,, -,,[[Unknown]],rtekj@yahoo.com,,Organic Search
11041375,Inactive Investor,Kate Tomaszewski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10606342,,Michael Pallitto,"Financial Advisor, Managing Director - Investments, Portfolio Manager",Oppenheimer & Co. Inc.,michael.pallitto@opco.com,212-667-4116,List Import
9618475,,Cole Fiser,,,cfiser@foresthillcap.com,,List import
9552935,,Gayatri Kaistha,,,nonijaswal@gmail.com,,List import
9878871,,William Spence,,,tehillim112@gmail.com,,Web Form Fillout
10656161,,Luis Guzman,,,luis.guzman@53.com,,List import
9578483,,Eddison Millington,,,eddison.millington@pwmgi.com,,List import
10996037,Inactive Investor,Michael Hagstette,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,michael.hagstette@primerica.com,,Salesforce
10926031,Inactive Investor,Jennifer Nichols,,"Raymond James Financial Services, Inc. Tulsa OK 5800 E Skelly Dr",jennifer.nichols@raymondjames.com,,Salesforce
9597442,,Selamet udin Selamet udin,,,nadiyariyani2@gmail.com,,List import
9540645,,David McNair,,,david.mcnair@mcnairgrp.com,,List Import
11235057,Inactive Investor,Joann Keller,Senior Financial Advisor,"Connecticut Wealth Management, LLC",jkeller@ctwealthmgmt.com,,Salesforce
11095128,Inactive Investor,Anthony Zajac,Financial Advisor,Edward Jones Saint Paul MN 2684 County Road E E,tony.zajac@edwardjones.com,,Salesforce
63238,,Michael Kapets,Financial Consultant,Thrivent Investment Management Inc.,michael.kapets@thrivent.com,920-887-2849,
10821226,Inactive Investor,Leah Wyckoff,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley San Antonio TX 7600 Broadway,leah.wyckoff@morganstanley.com,,Salesforce
11082860,Inactive Investor,Tamela Scott,,"Avantax Investment Services, Inc.",,,Salesforce
9569719,,Mark Zylstra,,,zylstra_mark@nlvmail.com,,List import
11003652,Inactive Investor,Karmen Lai,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10887040,Inactive Investor,Lisa Hegyes,Financial Advisor,"Citizens Securities, Inc. Monessen PA 1731 Grand Blvd",lisa.hegyes@citizenssecurities.com,,Salesforce
9578270,,william bumforth,,,billybumfluff@gmail.com,,List import
9580082,,Jason Cohen,,,jcohen@lpcap.com,,List import
10960418,Inactive Investor,Kira Kramer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11189016,Inactive Investor,Maha Mansour,,"Osaic Wealth, Inc. San Carlos CA 1395 San Carlos Ave",,,Salesforce
11061970,Inactive Investor,Danielle Henry,Investment Advisor Representative,LPL Financial LLC Brighton MI 110 E Main St,danielle.k.henry@lpl.com,,Salesforce
11218411,,Konrad Testwuide,,,ktestwuide@hcdenison.com,,List Import
9608053,,Desmond Johnson,,,desmondrayjohnson@gmail.com,,List import
11104568,Inactive Investor,Melinda Stitt,,LPL Financial LLC Easton PA 3559 Chipman Rd,melinda.stitt@lpl.com,,Salesforce
11061240,Inactive Investor,Jennifer Manthey,,"OneAmerica Securities, Inc. Longmont CO Private Residence",,,Salesforce
11061827,Inactive Investor,Dory Hux,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 13830 Ballantyne Corporate Pl",dory.b.hux@ampf.com,,Salesforce
207007,,Glen Newton,,[Unknown],218kohler@gmail.com,,Advertising
10848109,Inactive Investor,Michael Lane,,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,mlane@commonwealth.com,,Salesforce
11012447,Inactive Investor,Carol Brady,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,cbrady@primerica.com,,Salesforce
10966464,Inactive Investor,James Schilling,,LPL Financial LLC Las Vegas NV 3057 E Warm Springs Rd,james.schilling@lpl.com,,Salesforce
10869890,Inactive Investor,Enyinnaya Kanu,Chief Compliance Officer;Managing Director;Managing Principal;President,"kANU Asset Management, LLC",ekanu@kanuinvestments.com,,Salesforce
7796493,,Katherine Remington,,,bafsmonkey@yahoo.com,,Web Form Fillout
11098565,Inactive Investor,Jakara Davis,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,jakara.davis@jpmorgan.com,,Salesforce
200760,,Gary Lee,,Isesta Ltd,gary@isesta.com,7508656591,
10977704,Inactive Investor,Mariano Ramos,,"Wells Fargo Clearing Services, LLC Costa Mesa CA 2300 Harbor Blvd",,,Salesforce
243998,,Alejandro Yanes,Associate,Family Management Center LLC,a.wormald@myfmc.net,13052491456,Manual List Upload
10852468,Inactive Investor,Philippa Parisi,,"Raymond James & Associates, Inc.",philippa.parisi@raymondjames.com,,Salesforce
10828223,Inactive Investor,Anastasios Parafestas,Chief Executive Officer;Managing Member,The Bollard Group LLC,aparafestas@bollard.com,,Salesforce
11092614,Inactive Investor,Ryan Mickendrow,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",ryan.mickendrow@equitable.com,,Salesforce
11212718,Inactive Investor,Andrew Moser,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,amoser01@ft.newyorklife.com,,Salesforce
11140493,Inactive Investor,Timothy Satre,Advisor,LPL Financial LLC Beaumont TX 4184 Treadway Rd,tim.satre@lpl.com,,Salesforce
10832559,Inactive Investor,Barry Flagg,,"Kestra Investment Services, LLC Tampa FL 1301 W Fletcher Ave",,,Salesforce
11008422,Inactive Investor,Frank Goldman,,"TradePro Securities, Inc.",,,Salesforce
9542170,,Mamta Patel,,,livingabovela@gmail.com,,List import
1907835,,8319826024 Vinayak,,,vinuahake210@gmail.com,,
9596881,,David Shapiro,,,dshapiro@vanshapcapital.com,,List import
335457,,Matthew Clark,New Business Development Manager,Valicenti Advisory Services Inc,matthew.clark@valicenti.com,607-734-2665,Manual List Upload
203208,,Jake Keator,,Personal,jakekeator@gmail.com,9045216356,Organic Search
10904738,Inactive Investor,Mitchell Briegel,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,mitchellbriegel@statefarm.com,,Salesforce
11173574,Inactive Investor,Max Bertman,Investment Advisor Representative,"Voya Financial Advisors, Inc. Warwick RI 15 Alfred St",max.bertman@voyafa.com,,Salesforce
11036774,Inactive Investor,George Rowe,,"FBL Marketing Services, LLC Goodyear AZ 15150 W Park Pl",george.rowe@fbfs.com,,Salesforce
10759157,Inactive Investor,David Colwell,,"Citizens Securities, Inc. Cleveland OH 4106 Pearl Rd",d.j.colwell@ccoinvest.com,,Salesforce
11183767,Inactive Investor,Richard Brusca,Financial Advisor;Managing Director,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",richard.d.brusca@wfafinet.com,,Salesforce
11175512,Inactive Investor,Robert Schultz,Financial Planner,NWF Advisory Services Inc Encino CA 15821 Ventura Blvd,rschultz@nwfadvisory.com,,Salesforce
9608070,,Hyun Kyung Jung,,,hk.jung@gmail.com,,List import
10891944,Inactive Investor,Corinne Dennis,Chief Compliance Officer;Compliance Associate,"Sage, Rutty & Co., Inc.",cdennis@sagerutty.com,,Salesforce
10949588,Inactive Investor,Cameron Kundis,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
11157384,Inactive Investor,Alexander McKinnis,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10947157,Inactive Investor,Dino Paparelli,,Deutsche Bank Securities Inc.,dino@deutschewealth.com,,Salesforce
11178984,Inactive Investor,Michael Hoye,,"Ausdal Financial Partners, Inc. Schaumburg IL 1821 Walden Office Sq",,,Salesforce
9581230,,Lee Peretzman,,,lperetzman@northstarcapitalfunds.com,,List import
9541439,,Joyce O'Shaughnessy,,,tessmarko@yahoo.com,,List import
10853317,Inactive Investor,Timothy Hutson,Vice President - Investments,"Raymond James & Associates, Inc. Battle Creek MI 25 Michigan Ave W",tim.hutson@raymondjames.com,,Salesforce
10905971,Inactive Investor,Diego Gutierrez,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,diego.gutierrez@morganstanley.com,,Salesforce
10793510,Inactive Investor,Richard Hager,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Norwalk CT Private Residence",richard.hager@prudential.com,,Salesforce
10894958,Inactive Investor,Timothy Kohler,,"Osaic Wealth, Inc. Bensalem PA 2851 Bristol Pike",,,Salesforce
10761725,Inactive Investor,Mark Hagan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.hagan@ubs.com,,Salesforce
11191739,Inactive Investor,Nataliya Bergeron,,"Cambridge Investment Research, Inc. Keene NH 271 Old Walpole Rd",,,Salesforce
11173967,Inactive Investor,Jorge Corrales Alvarez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jorge_corrales-alvarez@vanguard.com,,Salesforce
11025496,Inactive Investor,Angela Smelcer,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",,,Salesforce
11068494,Inactive Investor,Casey Einecker,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10777677,Inactive Investor,James Pomfret,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",james.pomfret@wellsfargoadvisors.com,,Salesforce
9549585,,Parin Gandhi,,,pgandhi@veritionfund.com,,List import
11008876,Inactive Investor,Matthew Harris,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",,,Salesforce
10816775,Inactive Investor,Donald Stellin,,"HighTower Securities, LLC Traverse City MI 10850 E Traverse Hwy",dstellin@hightoweradvisors.com,,Salesforce
10756578,Inactive Investor,Casey Verst,Senior Wealth Strategist,UBS Financial Services Inc.,casey.verst@ubs.com,,Salesforce
10970223,Inactive Investor,Daniel Fox,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",daniel.fox@schwab.com,,Salesforce
9610005,,Raymond Spellen,,,spellenmedia@gmail.com,,List import
336426,,Adele Gipson,"Shareholder, financial Advisor",Consolidated Planning Corporation,agipson@cpcadvisors.com,404-879-3000,Manual List Upload
11163340,Inactive Investor,Naisa Young,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,naisa_young@vanguard.com,,Salesforce
9579921,,T U,,,jeremy0@protonmail.com,,List import
10979604,Inactive Investor,Ryner Gorowsky,Financial Advisor,"Pallas Capital Advisors, LLC Braintree MA 45 Braintree Hill Park",ryner@pallascapitaladvisors.com,,Salesforce
11074741,Inactive Investor,Richard Correia,,Edward Jones Dallas TX 8117 Preston Rd,,,Salesforce
10794087,Inactive Investor,Michael Wilson,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,michael.wilson@primerica.com,,Salesforce
244826,,Michael Everett,,MyVest,meverett48@gmail.com,,Manual List Upload
11212877,Inactive Investor,Rhett Hackett,Financial Advisor,Edward Jones Lafayette LA 6413 Johnston St,rhett.hackett@edwardjones.com,,Salesforce
10761771,Inactive Investor,Susan McGuire,,LPL Financial LLC Waltham MA 51 Sawyer Rd,susan.mcguire@lpl.com,,Salesforce
10906789,Inactive Investor,Justin Carras,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Columbus OH 1025 Dublin Rd",justin.carras@tfaconnect.com,,Salesforce
11110182,Inactive Investor,Christopher Cremeens,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,ccremeens@primerica.com,,Salesforce
10765257,Inactive Investor,Raymond Carota,Chief Compliance Officer;President;Wealth Advisor,"Brandywine Financial Group, Inc. Blue Bell PA 1777 Sentry Pkwy W",rcarota@brandywinefinancialgroup.com,,Salesforce
11010590,Inactive Investor,Thomas Powers,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11021201,Inactive Investor,Sharon Chung,,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
11255407,Inactive Investor,Michael Alimo,Financial Advisor,"U.S.A. Financial & Tax Services, LLC",,,Salesforce
9552505,,Paul Owen,,,swinford1958@gmail.com,,List import
11114337,Inactive Investor,Marty Edge,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",marty.edge@ml.com,,Salesforce
5254322,,Geoffrey cournil,,,geoffreycournil3@gmail.com,,Web Form Fillout
10926875,Inactive Investor,Carmen Laughlin,,"Raymond James Financial Services, Inc. Houston TX 5252 Westchester St",carmen.laughlin@raymondjames.com,,Salesforce
11110815,Inactive Investor,Michael Blumenfeld,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",michael.blumenfeld@wellsfargoadvisors.com,,Salesforce
11038966,Inactive Investor,Stephanie Harrison,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10859445,Inactive Investor,Rebecca Crowder,Chief Compliance Officer,Ulrich Investment Consultants,beckyc@ulrichcg.com,,Salesforce
11044320,Inactive Investor,Ghazal Barjesteh,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,ghazal.barjesteh@jpmorgan.com,,Salesforce
10846331,Inactive Investor,Torren Szuluk,Executive Director;Wealth Partner,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,torren.szuluk@jpmorgan.com,,Salesforce
11130461,Inactive Investor,Laura Davitt,Investment Advisor,"Osaic Wealth, Inc. Cincinnati OH 5600 Harrison Ave",,,Salesforce
11048915,Inactive Investor,James Beck,Chief Investment Advisor;Chief Investment Officer;Owner;President;Regulatory Contact,Beck Capital Management LLC,frank@beckcapitalmanagement.com,,Salesforce
10889323,Inactive Investor,Harold Varah,,"RBC Capital Markets, LLC",,,Salesforce
11133498,Inactive Investor,Louis Goldman,,"CreativeOne Securities, LLC",,,Salesforce
10794421,Inactive Investor,Sarah Shannon,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
11193679,Inactive Investor,Joshua Strawn,Managing Director - Wealth Management;Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,joshua.strawn@ubs.com,,Salesforce
10874361,Inactive Investor,Brant Wiehardt,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",brant.wiehardt@wfafinet.com,,Salesforce
10766135,Inactive Investor,Robert Moore,Executive Director;Portfolio Manager;Private Wealth Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,robert.h.moore@morganstanley.com,,Salesforce
11082565,Inactive Investor,Carlyle Peake,,BBVA Securities Inc.,,,Salesforce
10939159,Inactive Investor,Kimberly Wade,,Cetera Advisor Networks LLC Dayton OH 2176 Hewitt Ave,,,Salesforce
11201492,Inactive Investor,Saylor Barnette,Vice President,Morgan Stanley,saylor.barnette@morganstanley.com,,Salesforce
10845284,Inactive Investor,Michael Pelts,Chief Compliance Officer;Managing Partner,Harwood Investment Group LLC,,,Salesforce
9545436,,Kevin Deegan,,,kdeegan@royalaa.com,,List import
9540253,,Eric Kim,,,ekekimontheway07@gmail.com,,Web Form Fillout
10830575,Inactive Investor,Clarence Modjeski,Financial Advisor,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",moe.modjeski@nm.com,,Salesforce
11074321,Inactive Investor,Andres Schumacher,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10828218,Inactive Investor,Darryl Warner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",darryl.warner@ml.com,,Salesforce
11137922,Inactive Investor,Michael Spainhour,Financial Advisor,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,sspainhour@rwbaird.com,,Salesforce
10970478,Inactive Investor,Juan Jaquez,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,4cnhb@primerica.com,,Salesforce
10913392,Inactive Investor,Gary Rosenberg,,"Stoever, Glass & Company Inc. Boca Raton FL 225 NE Mizner Blvd",grosenberg@stoeverglass.com,,Salesforce
10962571,Inactive Investor,Stephen Gustman,,Cetera Advisor Networks LLC Marinette WI 2033 Marinette Ave,stephen.gustman@ceterawealth.com,,Salesforce
9567011,,Abhi Rele,,,abhijit.rele@gmail.com,,List import
11024938,Inactive Investor,William Gottfried,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",william.gottfried@equitable.com,,Salesforce
11023148,Inactive Investor,Kathleen Kaffenberger,Financial Advisor,"Cadaret, Grant & Co., Inc. East Syracuse NY 6319 Fly Rd",,,Salesforce
9563461,,CHOI JP,,,pyeonge@kakao.com,,List import
10800527,Inactive Investor,Joel Bierbach,Financial Advisor,Edward Jones Minneapolis MN 4001 Stinson Blvd,joel.bierbach@edwardjones.com,,Salesforce
9553304,,Chris Tommins,,,chris.tommins@gmail.com,,List import
11175671,Inactive Investor,Bryan Brache,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Cary NC 5070 Arco St,bryan.brache@chase.com,,Salesforce
10925940,Inactive Investor,Monica Warren,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11056978,Inactive Investor,Brandon Libunao,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,brandonlibunao@statefarm.com,,Salesforce
10968616,Inactive Investor,Anthony Timet,District Leader,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,anthony.timet@primerica.com,,Salesforce
10969984,Inactive Investor,Merrick Hicks,Financial Advisor,Edward Jones Shelbyville KY 77 Mack Walters Rd,merrick.hicks@edwardjones.com,,Salesforce
11179118,Inactive Investor,Andrew Mylan,,Edward Jones Yreka CA 106 Ranch Ln,,,Salesforce
11096897,Inactive Investor,Kevin DiManna,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",kevin.dimanna@ml.com,,Salesforce
11010871,Inactive Investor,Timothy Tilton,Paraplanner,"Ameriprise Financial Services, LLC Columbus OH 250 W Old Wilson Bridge Rd",timothy.tilton@ampf.com,,Salesforce
11119117,Inactive Investor,Patricia Walsh,,LPL Financial LLC New Market MD 6837 Whooping Crane Way,patricia.walsh@lpl.com,,Salesforce
11087645,Inactive Investor,Richard Brooks,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",richard_p_brooks@ml.com,,Salesforce
9575099,,Christopher Smith,,,csmith@alleghenyfinancial.com,,List import
10924874,Inactive Investor,Daniel Clements,,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",,,Salesforce
9545761,,GUSTAVO BLUM,,,blum_wong@hotmail.com,,List import
11077421,Inactive Investor,Brian Finley,,LPL Financial LLC Temecula CA 28459 Old Town Front St,brian.finley@lpl.com,,Salesforce
11134952,Inactive Investor,Jeffrey Street,,Stonex Securities Inc. North Andover MA 33 Walker Rd,,,Salesforce
9640776,,ron lym,,,ron.lym@gmail.com,,List import
9549870,,Colin Fechter,,,colin.fechter@point72.com,,List import
10844909,Inactive Investor,Marc Miller,Investment Advisor,Wedbush Securities Inc. Tiburon CA Private Residence,marc.miller@wedbush.com,,Salesforce
10911372,Inactive Investor,George Climer,Client Advisor,Bragg Financial Advisors Inc,george@braggfinancial.com,,Salesforce
11065504,Inactive Investor,John Pflug,,PFS Investments Inc. Omaha NE 4611 S 96th St,john.pflug@primerica.com,,Salesforce
10828118,Inactive Investor,David Tracy,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",david.tracy@wellsfargoadvisors.com,,Salesforce
10618512,,John Jacobs,,,john.jacobs@ubs.com,,List Import
11132110,Inactive Investor,John Mitchell,Chief Compliance Officer,JM Tax & Financial LLC,,,Salesforce
10877997,Inactive Investor,Xochitl Napoles,Client Service Associate;Financial Advisor;Financial Planning Specialist,Morgan Stanley Sarasota FL 2 N Tamiami Trl,xochitl.napoles@morganstanley.com,,Salesforce
10784138,Inactive Investor,Laurie Mannarino,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11055044,Inactive Investor,Richard Mikszan,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
9553931,,Guy Antony,,,guy@gaconsulting.co.za,,List import
9626714,,Matin Haghkar,,,matin.haghkar@gmail.com,,List import
172437,,Herman Duong,,[Unknown],hduong412@gmail.com,,Paid Social
9621024,,Kamal Abdul,,,mohammedabdul337@gmail.com,,List import
9591676,,Joe Grilli,,,joe_grilli@hotmail.co.uk,,List import
11089640,Inactive Investor,Nicholas Petriello,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",nick.petriello@lfg.com,,Salesforce
9625178,,Burke Edgecombe,,,bvedgecombe@gmail.com,,List import
10878445,Inactive Investor,Brandon Barrett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",brandon.j.barrett@ml.com,,Salesforce
11003086,Inactive Investor,Jared Bangert,Operations Team Generalist,Edward Jones,,,Salesforce
199200,,Juan Ramiro Garza,,[Unknown],juanramirogarza@gmail.com,,Paid Social
10902503,Inactive Investor,Edwin Jacobs,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,edwin.jacobs@primerica.com,,Salesforce
11130881,Inactive Investor,Jeffrey MacDonagh,Member;Principal,"Grandfield & Dodd, LLC",jeff@grandfield-dodd.com,,Salesforce
10919343,Inactive Investor,Michael Kingston,,LPL Financial LLC Charleston WV Private Residence,,,Salesforce
10860926,Inactive Investor,Matthew Lawson,,"Cadaret, Grant & Co., Inc. Chattanooga TN 325 Cherokee Blvd",,,Salesforce
111600,,Thomas Beilstein,Co-Chief Investment Officer,"Bill Few Associates, Inc.",tbeilstein@billfew.com,1-412-630-6000,Direct
9583088,,George Smith,,,gregory@smith-salley.com,,List import
10758223,Inactive Investor,Henry Enno,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Springfield IL 3201 W White Oaks Dr",,,Salesforce
193126,,Malcolm Barber,,[Unknown],thedukeuk@outlook.com,,
10937894,Inactive Investor,Janice Graham,,"Avantax Investment Services, Inc. Canon City CO 831 Royal Gorge Blvd",,,Salesforce
321714,,Bill Lunger,,"Comstar, Inc.",bill@comstarinc.com,,Manual List Upload
10842860,Inactive Investor,Michael Peczinka,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",michael.peczinka@ml.com,,Salesforce
9616755,,Yevgeny Babynin,,,babynin.yevgeny@gmail.com,,List import
11143806,Inactive Investor,Marguerite Rangel,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,marguerite_rangel@glic.com,,Salesforce
10912982,Inactive Investor,Meghan Fitzgerald,,"U.S. Bancorp Investments, Inc. Dubuque IA 270 W 7th St",meghan.klaas@usbank.com,,Salesforce
10833588,Inactive Investor,John Dusza,Registered Principal,"Wells Fargo Advisors Financial Network, LLC Guilford CT 157 Goose Ln",john.dusza@wfafinet.com,,Salesforce
10791683,Inactive Investor,Aaron Cole,Principal,Edward Jones,aaron.cole@edwardjones.com,,Salesforce
11228741,Inactive Investor,Ethan Searle,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
334771,,Kirsten Slaughter,"Vice President, Bookkeeper","Richard P. Slaughter Associates, Inc.",kirsten@slaughterinvest.com,512-918-0000,Manual List Upload
10873822,Inactive Investor,Daniel Hawrylczak,,State Farm VP Management Corp. Rochester NY 630 East Ave,dan.hawrylczak.i566@statefarm.com,,Salesforce
11056331,Inactive Investor,Terrence Moran,Financial Advisor,LPL Financial LLC Palatine IL 19 S Bothwell St,terrence.moran@lpl.com,,Salesforce
11026601,Inactive Investor,Ian Donnelly,,"Raymond James Financial Services, Inc. Liberty Hill TX 1905 Loop 332",ian.donnelly@raymondjames.com,,Salesforce
11163241,Inactive Investor,Michael Mills,Financial Advisor,LPL Financial LLC Vista CA 1475 W Vista Way,michael.mills@lpl.com,,Salesforce
11190073,Inactive Investor,Diana Mendoza,Client Service Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
10657686,,Lourdes Massanet,,,lourdes.massanet@rbccm.com,,List Import
10813325,Inactive Investor,Jason Hester,Financial Advisor,Edward Jones Fitzgerald GA 215 W Central Ave,,,Salesforce
9580485,,David Pease,,,dpease@financialguide.com,,List import
10976619,Inactive Investor,Matthew Wright,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11296584,,Justin Key,,,keyjustin05@gmail.com,,Web Form Fillout
11029618,Inactive Investor,Sarah Brooks,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11078960,Inactive Investor,Brendan Loflin,,"Kestra Investment Services, LLC Orlando FL 2208 Hillcrest St",,,Salesforce
11154807,Inactive Investor,Jamie Awe,,Robert W. Baird & Co. Incorporated,jawe@rwbaird.com,,Salesforce
11167223,Inactive Investor,Andrew Surace,Financial Advisor,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11021676,Inactive Investor,Cameron Seidling,,"U.S. Bancorp Investments, Inc. Denver CO 8401 E Belleview Ave",,,Salesforce
241013,,John O'Connor,Chairman & CEO,[Unknown],joconnor@jhwhitney.com,,Event
11137866,Inactive Investor,Michael Yacavone,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,mwyacavone@ft.newyorklife.com,,Salesforce
248724,,Rodrigo Espinosa,Managing Partner,BlackRabbitCapital LLC,rodrigo@blackrabbitcapital.com,,Manual List Upload
11169647,Inactive Investor,Matthew Dohar,,"MML Investors Services, LLC Solon OH 30675 Solon Rd",,,Salesforce
11010091,Inactive Investor,Mike Card,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",mike.card@prudential.com,,Salesforce
11118112,Inactive Investor,Adam Morgens,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
10953098,Inactive Investor,Angelo Gordon,,Fidelity Brokerage Services LLC,,,Salesforce
229991,,shawn sack -,,shawn sack [[Unknown]],bernardsack.sb1@gmail.com,,Direct
11039550,Inactive Investor,Robin Gray,,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",robin.gray@wellsfargoadvisors.com,,Salesforce
10808333,Inactive Investor,Ryan Peek,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Poughkeepsie NY 2649 South Rd",ryan.peek@wfafinet.com,,Salesforce
10769694,Inactive Investor,William Barnes,Financial Advisor,Edward Jones Headland AL 795 Cleveland St,will.barnes@edwardjones.com,,Salesforce
10611539,,Forrest Close,"Assistant Vice President, Senior Financial Advisor",,forrest.close@ml.com,,List Import
11025018,Inactive Investor,Margaret Bordoni,,"Wells Fargo Clearing Services, LLC",peggy.bordoni@wellsfargoadvisors.com,,Salesforce
10769720,Inactive Investor,Richard Hagedorn,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",rick.hagedorn@wellsfargoadvisors.com,,Salesforce
11055666,Inactive Investor,Aram Seferian,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",aram.seferian@aretewealth.com,,Salesforce
10853878,Inactive Investor,Kenneth Grace,,The O.N. Equity Sales Company Novi MI 41800 W 11 Mile Rd,kenneth_grace@ohionational.com,,Salesforce
11083670,Inactive Investor,Sean Reep-Norton,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9642327,,Timothy Ricci,,,timricci@apollocapitalholdings.com,,List import
374765,,William Holliday,Owner CCO,"Aio Financial, Llc",bill@ffafinancial.com,520-325-0769,Manual List Upload
9566073,,Chris LaBarbera,,,chris082384@gmail.com,,List import
10785732,Inactive Investor,David Federico,,Vanguard Marketing Corporation,david_federico@vanguard.com,,Salesforce
10647339,,Lorraine Vicino,,,lvicino@financialguide.com,,List import
10853583,Inactive Investor,Alina Seminaro,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",alina.seminaro@stewardpartners.com,,Salesforce
10822720,Inactive Investor,Julia Reichard,,"Raymond James Financial Services, Inc. Charlottesville VA 941 Glenwood Station Ln",julia.reichard@raymondjames.com,,Salesforce
10944954,Inactive Investor,Noah Machlin,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
180324,,Kimia Khaneghah,,[Unknown],kimiakhaneghah96@gmail.com,,Organic Search
10772730,Inactive Investor,Philip Filsouf,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",philip_filsouf@ml.com,,Salesforce
11172249,Inactive Investor,Stephen Hassell,Chief Compliance Officer;Wealth Advisor,Hassell Wealth Management,,,Salesforce
11118882,Inactive Investor,Jason Duponte,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",jduponte@tiaa-cref.org,,Salesforce
10923746,Inactive Investor,Brett Martinsen,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX Private Residence",brett.martinsen@ampf.com,,Salesforce
10647354,,Kelly Pachelo-Forehand,,,kforehand@financialguide.com,,List import
10879133,Inactive Investor,Christopher Russo,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",chris.russo@wellsfargoadvisors.com,,Salesforce
10773520,Inactive Investor,James Feggelle,Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,james.feggelle@ubs.com,,Salesforce
11063656,Inactive Investor,Louis Hoffman,Financial Professional,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",lhoffman@financialguide.com,,Salesforce
10897772,Inactive Investor,Stacey Wabel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11046060,Inactive Investor,Dustin Ciraco,,LPL Financial LLC Charlottesville VA 889 Rio East Ct,dustin.ciraco@lpl.com,,Salesforce
9561246,,Chidi Ugbor,,,chidiboat@gmail.com,,List import
10971521,Inactive Investor,Irvin Hernandez,,"American Fidelity Securities, Inc.",irvin.hernandez@americanfidelity.com,,Salesforce
10753342,Inactive Investor,Roberto Alvarez,Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",roberto.alvarez@ml.com,,Salesforce
11007135,Inactive Investor,Alexander Botero,,"FBL Marketing Services, LLC Cheyenne WY 6248 Yellowstone Rd",alexander.botero@fblfinancial.com,,Salesforce
11033920,Inactive Investor,Greg Mancina,,"Empower Financial Services, Inc Lancaster PA Private Residence",greg.mancina@empower.com,,Salesforce
9545342,,Sean Roberts,,,seanr15@gmail.com,,List import
11077140,Inactive Investor,Kelley Slaught,Advisor,"Centaurus Financial, Inc. Santa Barbara CA 10 E Figueroa St",,,Salesforce
10833876,Inactive Investor,Karl Christman,Brokerage Operations;Registered Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,karl.christman@morganstanley.com,,Salesforce
227191,, -,,[Unknown],zgiarrizzo@gmail.com,,
11067437,Inactive Investor,Allyn Close,,PlanMember Securities Corporation,aclose@planmember.com,,Salesforce
11095968,Inactive Investor,Kimberly Fitzpatrick,Chief Compliance Officer;President;Vice President,"Financial Freedom Innovations, Ltd Mechanicsburg PA 302 W Elmwood Ave",,,Salesforce
11099304,Inactive Investor,Jaron Singletary,Complex Manager,"Raymond James & Associates, Inc. Woodland Hills CA 6320 Canoga Ave",jaron.singletary@raymondjames.com,,Salesforce
11077328,Inactive Investor,Robert Bachle,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",bert.bachle@schwab.com,,Salesforce
11015290,Inactive Investor,Sonia Terrazas,,"Farmers Financial Solutions, LLC Deming NM 103 E Ash St",,,Salesforce
3581061,,Gavin McKee,,,growmycrpto@gmail.com,,Web Form Fillout
11059205,Inactive Investor,Michael Joksimovic,,"Cambridge Investment Research, Inc. Louisville KY 1201 Story Ave",mjoksimovic@cambridgesecure.com,,Salesforce
9561852,,Catharine Fairley,,,cfairley@cfairleycpa.com,,List import
11179573,Inactive Investor,Dexter Walker,Family Wealth Director;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,dexter.walker@morganstanley.com,,Salesforce
10781273,Inactive Investor,Dean Mailhes,President,"Heritage Capital Management, Inc.",,,Salesforce
10810365,Inactive Investor,Amy Milionis,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,amy.milionis@ubs.com,,Salesforce
10865374,Inactive Investor,Harold Chaffee,Chief Compliance Officer;Vice President,Triad Advisors LLC,,,Salesforce
10659065,,Michael Polan,,,mike.polan@nm.com,,List Import
10647728,,Drew Harper,,,dharper@merceradvisors.com,,List import
373958,,Leslie Wilkinson,,[Unknown],lbwilk321@gmail.com,,source
10645190,,Roza Parada,,,roza.parada@primerica.com,,List Import
10901326,Inactive Investor,Leonardo Delassalas,,J.P. Morgan Securities LLC Cypress TX 26030 Hwy 290,leonardo.j.delassalas@jpmorgan.com,,Salesforce
93009,,Omar Odeh,Head of Business Development,MUSHARAKA CAPITAL,o.odeh@musharaka.co,,Organic Search
11236364,Inactive Investor,Brandon Weaver,Associate Advisor;Paraplanner,Washington Avenue Advisors,,,Salesforce
10821751,Inactive Investor,Antonio Dinuzzo,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10852764,Inactive Investor,Kristi Simmons,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",kristi.simmons@ml.com,,Salesforce
11128666,Inactive Investor,Sandra Deskin,Associate Vice President;Wealth Management Associate,Morgan Stanley San Antonio TX 7600 Broadway,sandra.deskin@morganstanley.com,,Salesforce
228484,, -,,[[Unknown]],jadinelynette@gmail.com,,
10794343,Inactive Investor,Patrick Svrcek,Owner,Patrick W. Svrcek Financial Services,,,Salesforce
10656406,,Todd Bertrand,,,todd.bertrand@wellsfargoadvisors.com,,List Import
10761659,Inactive Investor,Milan Patel,Private Client Advisor,"Fifth Third Securities, Inc. Mason OH 225 W Main St",milan.patel@53.com,,Salesforce
9567762,,Cindo Canada,,,cindocanada@ymail.com,,List import
9545173,,Vishwas Bajaj,,,vishwasb1973@gmail.com,,List import
9614494,,Chris Bouthilette,,,cbouthilette@gmail.com,,List import
10779237,Inactive Investor,David Coyle,,"M Holdings Securities, Inc. Needham Heights MA 160 Gould St",david.coyle@mfin.com,,Salesforce
238752,,bcbikerider@yahoo.com Clark,,[Unknown],bcbikerider@yahoo.com,,product
10783058,Inactive Investor,Elmira Zavlunova,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",elmira_zavlunova@ml.com,,Salesforce
349844,,Emil Mokhtarian,"Financial Advisor, Vice President, Investments",Iht Wealth Management Llc,emil.mokhtarian@ihtwm.com,855-295-2828,Manual List Upload
11016596,Inactive Investor,Samuel Myint,,"Charles Schwab & Co., Inc.",,,Salesforce
21492,,Aaron Rheaume,,"Financial Enhancement Group, LLC",arheaume@yourlifeafterwork.com,,Event
11001536,Inactive Investor,Joshua Flanders,,"Harbour Investments, Inc. Green Bay WI 926 Willard Dr",jflanders@hirep.net,,Salesforce
9558382,,Manuel Sanchez,,,420manoloco@gmail.com,,List import
240298,,Elena Horbatko,,Elena Horbatko <,hhelenah.2124@gmail.com,,
11254030,Inactive Investor,Mohaun Kugaraj,Financial Advisor,Janney Montgomery Scott LLC Stuart FL 309 SE Osceola St,mkugaraj@janney.com,,Salesforce
10770691,Inactive Investor,Eric Tomsky,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,eric.tomsky@ubs.com,,Salesforce
11129785,Inactive Investor,Samuellar Opoku,,Vanguard Marketing Corporation,samuellar_opoku@vanguard.com,,Salesforce
10980498,Inactive Investor,Jacquelyn Smith,Member;Partner,BWB Advisory Group,jsmith@bwb.cpa,,Salesforce
10963904,Inactive Investor,Jefferson Olney,,"Dempsey Lord Smith, LLC",,,Salesforce
10792237,Inactive Investor,Andrew Berkowitz,Financial Advisor;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,andrew.berkowitz@morganstanley.com,,Salesforce
202700,,Marc Levenson,,[Unknown],danielfalk@aol.com,,source
11154276,Inactive Investor,Tyler Small,Financial Consultant,LPL Financial LLC Bangor ME 80 Exchange St,tyler.small@lpl.com,,Salesforce
11165439,Inactive Investor,Keith Halabuda,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10967861,Inactive Investor,Amy Krupp,Associate,Edward Jones Melbourne FL 7331 Office Park Pl,amy.krupp@edwardjones.com,,Salesforce
10932961,Inactive Investor,Patrisha Lee,,"Ameritas Investment Company, LLC Plano TX 5465 Legacy Dr",patrisha.lee@ameritas.com,,Salesforce
11117691,Inactive Investor,Jerry McEwen,,"Wells Fargo Advisors Financial Network, LLC Germantown TN 1924 Exeter Rd",jerry.mcewen@wellsfargoadvisors.com,,Salesforce
10957768,Inactive Investor,Peter Rizzo,,PFS Investments Inc. Roseville CA 1200 Melody Ln,peter.rizzo@primerica.com,,Salesforce
10928567,Inactive Investor,Charles Wysowski,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
10696121,,Jeremie Ouedraogo,,McIlrath & Eck LLC,jeremie@mcilratheck.com,,List Import
11144036,Inactive Investor,Adrian Meisel,,GWN Securities Inc. McAllen TX Private Residence,ameisel@gwnsecurities.com,,Salesforce
11042902,Inactive Investor,Tim Papadopoulos,Financial Advisor,LPL Financial LLC West Des Moines IA 1415 28th St,tim.papadopoulos@lpl.com,,Salesforce
10865047,Inactive Investor,Joseph Addy,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",joe.addy@wfafinet.com,,Salesforce
10857665,Inactive Investor,Brian Wilson,Chief Compliance Officer;Managing Member,Stabile Investment Management,brian@stabileim.com,,Salesforce
11076517,Inactive Investor,Faisal Al-Hashim,Chief Compliance Officer;Financial Advisor;Founder;Managing Director;Managing Member,"Maxiam Capital, LLC",,,Salesforce
10615176,,Robert Schnell,"Financial Advisor, Financial Planning Specialist, First Vice President, Portfolio Management Director, Senior Investment Managem",,robert.f.schnell@morganstanley.com,,List Import
10661346,,Mark Goodwin,,,m.goodwin@oakridgeinvest.com,,List Import
10845147,Inactive Investor,Ryan Callaway,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wasilla AK 2801 E Palmer Wasilla Hwy",ryan.r.callaway@ampf.com,,Salesforce
11112955,Inactive Investor,Denise Petrin,Associate Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",denise.petrin@ml.com,,Salesforce
229121,, -,,[[Unknown]],endredodo93@gmail.com,,
11007934,Inactive Investor,Daniel Armstrong,Chief Compliance Officer;Managing Member;President,Solido Financial LLC,,,Salesforce
9630763,,Ronald Melbert,,,rbarrymelbert@gmail.com,,List import
10661655,,Dawn Slawson,,,dslawson@fiduciaryfp.com,,List Import
10890908,Inactive Investor,Richard Punturo,,"Cambridge Investment Research, Inc. Melville NY 445 Broadhollow Rd",,,Salesforce
10901896,Inactive Investor,Richard Woodward,,PFS Investments Inc. Portland TN 124 Main St,richard.woodward@primerica.com,,Salesforce
11100040,Inactive Investor,Robert Witt,,Thrivent Investment Management Inc. Wichita KS Private Residence,danny.witt@thrivent.com,,Salesforce
11157509,Inactive Investor,Matthew Kramper,,LPL Financial LLC Overland Park KS 10851 Mastin St,,,Salesforce
9561315,,so phea,,,senphea@info.com,,List import
10801122,Inactive Investor,Joy Brannan,Financial Advisor,Edward Jones Northridge CA 19350 Business Center Dr,joy.brannan@edwardjones.com,,Salesforce
10813741,Inactive Investor,Ronald Hebert,Financial Advisor,Edward Jones Lafayette LA 340 Kaliste Saloom Rd,ron.hebert@edwardjones.com,,Salesforce
10993576,Inactive Investor,Christopher Simenson,Financial Advisor,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",,,Salesforce
218940,,Kenneth Tse,,[Unknown],khtse709@gmail.com,,
10656201,,Michael Mussay,,,mmussay@cantella.com,,List import
9642148,,Thomas Connelly,,,tomc@versantcm.com,,List import
11159354,Inactive Investor,Lisa Grenvicz,,J.P. Morgan Securities LLC Franklin TN 1015 Center Point Pl,,,Salesforce
11213328,Inactive Investor,Stephanie Ruebusch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,stephanie.ruebusch@fidelity.com,,Salesforce
10981942,Inactive Investor,Adolfo Gonzalez Rubio,,Investment Placement Group,,,Salesforce
10758638,Inactive Investor,Mark Graham,Branch Manager;Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Spokane WA 201 W North River Dr",mark.graham@stifel.com,,Salesforce
10943163,Inactive Investor,Joseph Pecchia,,Fidelity Brokerage Services LLC,,,Salesforce
11065530,Inactive Investor,Eddie Solomon,,PFS Investments Inc. Tampa FL 4809 E Busch Blvd,eddie.solomon@primerica.com,,Salesforce
10861979,Inactive Investor,Samuel Bianchi,,"IBN Financial Services, Inc. Liverpool NY 404 Old Liverpool Rd",sbianchi@ibrokernet.com,,Salesforce
11083022,Inactive Investor,Jack Moss,Financial Advisor,First Kentucky Securities Corporation,jmoss@firstky.com,,Salesforce
10797181,Inactive Investor,Patricia Hall,Financial Advisor,"Wells Fargo Clearing Services, LLC Ocala FL 3200 SW 34th Ave",patricia.a.hall@wellsfargoadvisors.com,,Salesforce
11151065,Inactive Investor,Xiaoxia Yu,,"Transamerica Financial Advisors, Inc Orange CA 2200 W Orangewood Ave",xiaoxia.yu@tfaconnect.com,,Salesforce
11185513,Inactive Investor,Carly Brennalt,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
2216010,,Ankesh Kumar 9198505213,,,ankeshkumar10102004@gmail.com,,
143174,,Nathan Davis,,[Unknown],nwd3113@gmail.com,,source
11010339,Inactive Investor,Edward Clark,,"Calton & Associates, Inc. Salem OR 2295 Liberty St NE",edward.clark@calton.com,,Salesforce
10869581,Inactive Investor,Luke Morris,Private Client Advisor,J.P. Morgan Securities LLC Joliet IL 2222 Essington Rd,luke.d.morris@jpmorgan.com,,Salesforce
10930446,Inactive Investor,Debbie Kratzenberg,Paraplanner,"Ameriprise Financial Services, LLC Portsmouth OH 313A Bierly Rd",debbie.k.kratzenberg@ampf.com,,Salesforce
11079925,Inactive Investor,Gideon Derr,Senior Investment Specialist,J.P. Morgan Securities LLC Austin TX 405 Colorado St,gideon.j.derr@jpmorgan.com,,Salesforce
10746916,,Chris Messick,,,topher.messick@gmail.com,,Web Form Fillout
10789116,Inactive Investor,Sharon Agudio,,"Raymond James & Associates, Inc.",sharon.agudio@raymondjames.com,,Salesforce
349736,,Jeffrey Hoffner,Managing Partner,"Engle Capital Management, L.p.",jhoffner@englecap.com,212-601-5590,Manual List Upload
201001,,Conrad Möckel,,[Unknown],conradmoeckel996@web.de,,
10799871,Inactive Investor,Robert Christey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",bob_christey@ml.com,,Salesforce
11095331,Inactive Investor,Gregory Schaeffer,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,gregory.j.schaeffer@morganstanley.com,,Salesforce
11178742,Inactive Investor,Glenn Johnson,Supervisory Control Associate,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
11081517,Inactive Investor,Kevin Baumhart,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11117046,Inactive Investor,Manija Rasouli,Financial Advisor;Market Leader,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",manija.rasouli@ml.com,,Salesforce
9612939,,Charles Campbell,,,charles.campbell@ubs.com,,List import
9620354,,nick zieg,,,nicolas.sigler@protonmail.com,,List import
10774002,Inactive Investor,David Morcom,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4804 Deer Lake Dr E",,,Salesforce
116106,,Christopher Michalak,Managing Director,"Clayton Financial Group, LLC",cmichalak@claytonfinancialgroup.com,314-446-3261,
9642016,,Peter Sibanda,,,mashotha88@gmail.com,,List import
351723,,Glenn Allsopp,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",gallsopp@chadlersolutions.com,732-595-2200,Manual List Upload
10905933,Inactive Investor,Gloria Sanchez,,"Farmers Financial Solutions, LLC West Columbia TX 202 S Columbia Dr",,,Salesforce
10917626,Inactive Investor,Melissa Internicola,,"Raymond James & Associates, Inc.",melissa.internicola@raymondjames.com,,Salesforce
11096472,Inactive Investor,Don Ullrich,,PFS Investments Inc. Lisle IL 4736 Main St,don.ullrich@primerica.com,,Salesforce
11092190,Inactive Investor,William Maguire,Financial Advisor,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",will.maguire@morganstanley.com,,Salesforce
9544487,,Brendan Connaughton,,,brendan@catalystprivatewealth.com,,List Import
9588777,,ivan KORENACKA,,,opilio4u@hotmail.com,,List import
11005733,Inactive Investor,Jacob Green,Associate Financial Advisor,Rincon Wealth Management,,,Salesforce
10971492,Inactive Investor,Frank Gregory,,J.P. Morgan Securities LLC Glendale AZ 3502 W Bell Rd,frank.gregory@jpmorgan.com,,Salesforce
10768101,Inactive Investor,O Haydon,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Shelby NC 1610 E Marion St",phil.haydon@wellsfargoadvisors.com,,Salesforce
11203605,Inactive Investor,James Belliston,Founder;Managing Member;President;Regulatory Contact,Andina Family Offices,bbelliston@andinafamilyoffices.com,,Salesforce
11080401,Inactive Investor,Patrick Minnis,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,patrick.minnis.ugmt@statefarm.com,,Salesforce
10950947,Inactive Investor,Nancy Ricciardi,Consultant,"MML Investors Services, LLC Spotswood NJ Private Residence",,,Salesforce
11224887,,Yoav Hurvitz,,,yoav5202@gmail.com,,Web Form Fillout
10615531,,David Yates,Associate Financial Advisor,,davyat1025@yahoo.com,,List Import
10885383,Inactive Investor,Salvador Constantino-Arizaga,,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
9596960,,Matthew Zeleznik,,,mzeleznik@usasset.net,,List import
11212702,Inactive Investor,Steven Sweetwood,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10971960,Inactive Investor,Bradford Allison,,"MML Investors Services, LLC Riverside RI 501 Wampanoag Trl",,,Salesforce
11130534,Inactive Investor,Patrick Robertson,,"Woodmen Financial Services, Inc.",probertson@woodmen.org,,Salesforce
11027323,Inactive Investor,Anthony Collins,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,anthony.collins@primerica.com,,Salesforce
11174568,Inactive Investor,Dale Curington,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9620894,,brenden tacon,,,brenden.tacon@protonmail.com,,List import
10790413,Inactive Investor,Christine Leahy,,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,cleahy@janney.com,,Salesforce
9639753,,Laura Hill,,,laura.hill@advocatehealth.com,,List import
10760396,Inactive Investor,Scott Larson,Financial Advisor,Edward Jones Alexandria MN 323 Broadway St,scott.larson@edwardjones.com,,Salesforce
11193791,Inactive Investor,Santiago Corvalan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",santiago.corvalan@ml.com,,Salesforce
9647197,,TREVOR DELVES,,,tdelves@hotmail.com,,List import
241128,Inactive Investor,Stacey Flier,,NEPC,sflier@nepc.com,(617) 374-1300,Database Upload
10998301,Inactive Investor,David Mccormick-Goodhart,Financial Advisor;Member,Savant Wealth Management Vienna VA 1945 Old Gallows Rd,dmccormickgoodhart@savantwealth.com,,Salesforce
10932856,Inactive Investor,Brian Winfield,,State Farm VP Management Corp. Irwin PA 550 Rte 30,,,Salesforce
156696,,todd frank,,[Unknown],tfrank462@gmail.com,,Advertising
11076734,Inactive Investor,Sheila Little,,"Perigon Wealth Management, LLC Reading PA 2433 Morgantown Rd",,,Salesforce
9596012,,Daniel Drallmeier,,,ddrallmeier@forumfin.com,,List import
9571110,,Rodrigo Yazgan,,,ryazgan@bice.cl,,List import
10822666,Inactive Investor,Robert Lucarelli,,Key Investment Services LLC Orchard Park NY 3030 Union Rd,robert_lucarelli@kisinvestments.com,,Salesforce
10849276,Inactive Investor,Richard O'Leary,,"Harbour Investments, Inc.",,,Salesforce
11147398,Inactive Investor,Rickey Dean,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Oklahoma City OK 3121 Quail Springs Pkwy",rickey.dean@raymondjames.com,,Salesforce
10863514,Inactive Investor,Richard Stoll,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11190623,Inactive Investor,Christopher de Roetth,Chief Compliance Officer;Member;Principal,"Account Management, LLC Boxford MA 24 Topsfield Rd",,,Salesforce
11101151,Inactive Investor,Thomas Jardim,,Fidelity Brokerage Services LLC New York NY 165 Broadway,thomas.jardim@fidelity.com,,Salesforce
11156416,Inactive Investor,Raymond Bertasi,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",raymond.bertasi@nm.com,,Salesforce
10648062,,Matthew Newill,,,matt@artesian.com,,List Import
10957738,Inactive Investor,Joseph Kinnison,,"First Heartland Capital, Inc.",jkinnison@firstheartland.com,,Salesforce
10487199,,Bryan Diers,"Managing Director, Private Client Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",bryan.l.diers@bofa.com,,List Import
344662,,Kurt Dressler,Investment Advisor,"Capital Investment Advisory Services, Llc",kdressler@capital-invest.com,919-831-2370,Manual List Upload
10971043,Inactive Investor,Steven Altergott,,Key Investment Services LLC Vancouver WA 6416 NE 117th Ave,steven.altergott@key.com,,Salesforce
11093647,Inactive Investor,Eric Shaffer,Wealth Management Advisor,Kuhn Capital Partners Dallas TX 13155 Noel Rd,eric@kuhncp.com,,Salesforce
11223240,,Sam Solomon,,,ssolomon@advisoryservicesltd.com,,List Import
11086912,Inactive Investor,Andres Fernandez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11171657,Inactive Investor,Joseph Gross,Chief Executive Officer;First Vice President;Senior Financial Advisor,"JGP Wealth Management, LLC Portland OR 14115 NW Charlton Rd",jgross@jgpwealth.com,,Salesforce
10941308,Inactive Investor,Alan Resch,,"Packerland Brokerage Services, Inc. Antigo WI 383 Main St",alan_resch@packerlandbrokerage.com,,Salesforce
10775000,Inactive Investor,Bartholomew Wyand,Alternative Investment Director;Executive Financial Services Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,bart.wyand@morganstanley.com,,Salesforce
10896986,Inactive Investor,Christopher Tostenson,Financial Advisor,LPL Financial LLC Grand Forks ND 2850 24th Ave S,christopher.tostenson@lpl.com,,Salesforce
11147987,Inactive Investor,Mukesh Dixit,,NYLIFE Securities LLC Nutley NJ Private Residence,mdixit@ft.newyorklife.com,,Salesforce
10904212,Inactive Investor,Craig Harris,,"Regulus Financial Group, LLC New Albany IN 4222 Grant Line Rd",,,Salesforce
11124644,Inactive Investor,Brittney Murillo,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",brittney.smith@nm.com,,Salesforce
52595,,Jaime Davison,Financial Associate,Thrivent Investment Management Inc.,jaime.davison@thrivent.com,800-847-4836,
11125705,Inactive Investor,Daniel Piper,,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",daniel.j.piper@nm.com,,Salesforce
213012,,Stephen Gerber,,[Unknown],stephen_j_gerber@optum.com,,
11061536,Inactive Investor,Christoph Schuetze,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christoph.schuetze@jpmorgan.com,,Salesforce
11218064,,Scott Thoma,,,scott.thoma@edwardjones.com,,List Import
11003597,Inactive Investor,David Slupe,Financial Planner,Pegasus Financial Group LLC,dslupe@pegasusfg.com,,Salesforce
120887,,Gary Klaric,Managing Director,"JT Stratford, LLC",gary@jtstratford.com,770-534-6046,
9616757,,Robert Steiner,,,bobsteiner2000@yahoo.com,,List import
182172,,Murat Kandemir,,[Unknown],pcaktif3506@gmail.com,,
11025855,Inactive Investor,Liliane Pascalis,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",liliane.s.pascalis@ml.com,,Salesforce
10835322,Inactive Investor,Russell Clarke,,"First Command Brokerage Services, Inc. Virginia Beach VA 1 Columbus Ctr",rhclarke@firstcommand.com,,Salesforce
11025684,Inactive Investor,Jing Kessler,,M1 Finance LLC,j.kessler@m1finance.com,,Salesforce
10995351,Inactive Investor,David Cabrera,,J.P. Morgan Securities LLC Orlando FL 4167 W Town Center Blvd,david.cabrera@jpmorgan.com,,Salesforce
11081830,Inactive Investor,Laura Hak,,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",laura.hak@wellsfargoadvisors.com,,Salesforce
244109,,Pete Quelch,Regional Director,GlobalX ETFs,pquelch@globalxetfs.com,12036214999,Manual List Upload
10824750,Inactive Investor,Jerome Aron,,LPL Financial LLC Agoura Hills CA 30423 Canwood St,jerome.aron@lpl.com,,Salesforce
10835653,Inactive Investor,Ronald Bickford,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,ronald.bickford@lpl.com,,Salesforce
10979445,Inactive Investor,Cody Leslie,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10771023,Inactive Investor,Kathryn Ho,Financial Advisor,Janney Montgomery Scott LLC Dubois PA 630 Division St,ksnedden@janney.com,,Salesforce
10852949,Inactive Investor,Samuel Ortega,,PFS Investments Inc. Avondale AZ 1050 N Fairway Dr,samuel.ortega@primerica.com,,Salesforce
10889211,Inactive Investor,Paul Seibt,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,paul.seibt@fidelity.com,,Salesforce
10659843,,Clarissa Hillesheim-Barrera,,,clarissa.barrera@fmr.com,,List Import
11176485,Inactive Investor,Daniel Hamm,,J.P. Morgan Securities LLC New York NY 120 Broadway,daniel.hamm@jpmorgan.com,,Salesforce
104704,,James Danigelis,,none,cjdanig@gmail.com,8438129780,
10847936,Inactive Investor,Aaron Swartz,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 550 Main St",aaron.d.swartz@ampf.com,,Salesforce
11051652,Inactive Investor,Matthew Fuller,Chief Compliance Officer;Managing Director,XO Wealth Management,,,Salesforce
11231500,Inactive Investor,Nicole Clayton,Senior Supervisory Control Specialist,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10942534,Inactive Investor,Christina Woodford,,"Independent Financial Group, LLC Lancaster CA 1210 W Avenue J",,,Salesforce
339617,,Mark Thielmann,"Managing Director, Corporate Advisory","Kb Financial Partners, Llc",mthielmann@kbfcllc.com,609-514-4700,Manual List Upload
10996152,Inactive Investor,Brittany Salisbury,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",brittany.salisbury@usbank.com,,Salesforce
10838643,Inactive Investor,William Van Pelt,,A.G.P / Alliance Global Partners Charlotte NC 700 East Blvd,,,Salesforce
8451672,,Auwalu Mani,,,auwalumanicrc@gmail.com,,Web Form Fillout
9603001,,Tiffany Frimodig,,,tmf222@hotmail.com,,List import
11017794,Inactive Investor,Richard Wargo,,"Raymond James Financial Services, Inc. Gresham OR 1754 NW Civic Dr",rick.wargo@raymondjames.com,,Salesforce
10612003,,Christopher Walkley,"Financial Advisor, Senior Vice President - Wealth Management",,cwalkley@janney.com,,List Import
9629309,,Agnes Wang,,,agneswang@trendforce.com,,List import
10810503,Inactive Investor,Anthony Hasen,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",kirk.hasen@wellsfargoadvisors.com,,Salesforce
11064971,Inactive Investor,Michael Allen,,"Raymond James Financial Services, Inc. Silverdale WA 4102 NW Anderson Hill Rd",,,Salesforce
9626035,,John Evans,,,johnevans7@att.net,,List import
10847510,Inactive Investor,Jack Mcdonnell,Chief Investment Officer;Managing Member;President;Regulatory Contact,JRM Investment Counsel.,jack@jrminvestmentcounsel.com,,Salesforce
10914235,Inactive Investor,A'King Ishmael,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,king.ishmael@jpmorgan.com,,Salesforce
11109667,Inactive Investor,Timothy Harberts,Financial Planner,"Pruco Securities, LLC. Chaska MN 2012 Waterford Ln",tim.harberts@prudential.com,,Salesforce
11178001,Inactive Investor,Scott Williams,Financial Advisor,Edward Jones Centralia IL 330 E McCord St,,,Salesforce
11137860,Inactive Investor,Joshua Stevens,,NYLIFE Securities LLC Bakersfield CA 3501 Bernard St,jestevens02@ft.newyorklife.com,,Salesforce
11160674,Inactive Investor,Craig Mcwilliams,Investment Advisor Representative,"FourStar Wealth Advisors, LLC",crmcwilliams@fourstarwealth.com,,Salesforce
10993027,Inactive Investor,Kolby Jackson,,Country Capital Management Company Mahomet IL 408 E Oak St,kolby.jackson@countryfinancial.com,,Salesforce
10918858,Inactive Investor,Lilian Lin,,Cetera Advisor Networks LLC Playa Vista CA Private Residence,,,Salesforce
10929646,Inactive Investor,Fa-Yun Che,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",fayun.che@transamerica.com,,Salesforce
10364252,,hustone yang,,,krhustone@gmail.com,,Web form fillout
10802950,Inactive Investor,Justin Piprude,Financial Services Advisor,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",piprude.justin@principal.com,,Salesforce
3283756,,Pinku kumar Pinku,,,pinkukumarp004@gmail.com,,Web Form Fillout
9612563,,Christine Altermatt,,,caltermatt@advisoryresearch.com,,List import
373609,,KURT WANNER,,[Unknown],kurtw@comcast.net,,source
9544399,,Roy Martinez,,,roy.martinez@cnb.com,,List import
9591925,,Fred Leow,,,bengwee85@gmail.com,,List import
11023352,Inactive Investor,David Bouchard,Division Leader,PFS Investments Inc. Belfast ME 113 Church St,dbouchard@primerica.com,,Salesforce
9619200,,James Hanson,,,jameshanson21@hotmail.com,,List import
10785009,Inactive Investor,Monty Ellis,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,monty.t.ellis@jpmorgan.com,,Salesforce
11020497,Inactive Investor,Stephanie Vasconez,,J.P. Morgan Securities LLC Melrose Park IL 1836 N Broadway,stephanie.g.vasconez@chase.com,,Salesforce
77777,,Alexander Meyer,"Director, Director - Sales, Managing Director","W.E. Donoghue & Co., LLC",cmeyer@donoghue.com,401-954-7220,
11127285,Inactive Investor,Elinor Ho,Advisor,"Osaic Wealth, Inc. Southfield MI 25925 Telegraph Rd",,,Salesforce
10936273,Inactive Investor,Jeffrey Wu,Senior Wealth Advisor,Citigroup Global Markets Inc. Rosemead CA 9001 Valley Blvd,jeffrey1.wu@citi.com,,Salesforce
10813877,Inactive Investor,Matthew Sweeney,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",matthew.sweeney@nm.com,,Salesforce
11153806,Inactive Investor,Christopher Natola,Financial Advisor Trainee,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,christopher.natola@ubs.com,,Salesforce
11179488,Inactive Investor,Amanda Miser,Financial Advisor;Investment Advisor,"Western International Securities, Inc. Omaha NE 14450 Meadows Blvd",,,Salesforce
10930694,Inactive Investor,Jason Sanchez,,"BEAM Wealth Advisors, Inc.",jsanchez@beamwealth.com,,Salesforce
10985367,Inactive Investor,Jessica Steuk,,LPL Financial LLC Sandusky OH 100 E Water St,jessica.steuk@lpl.com,,Salesforce
9580499,,Mitchell Adler,,,madler@sigmarep.com,,List import
11065120,Inactive Investor,Luke Kudirka,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11206177,Inactive Investor,Ellen Bylsma,,LPL Financial LLC Grand Rapids MI 85 Campau Ave NW,ellen.bylsma@lpl.com,,Salesforce
223813,,Mark Santangelo,Managing Member,"Titan Financial Services, Llc",mark@titanfin.com,201-599-2235,Manual List Upload
10614220,,Craig Friedman,"Financial Advisor, Managing Director - Investments",,craig.friedman@wellsfargoadvisors.com,,List Import
11138895,Inactive Investor,John Heep,,"Farmers Financial Solutions, LLC Peoria AZ 9200 W Union Hills Dr",,,Salesforce
10766379,Inactive Investor,William James,Senior Financial Consultant;Senior Vice President,Stephens Memphis TN 6075 Poplar Ave,ben.james@stephens.com,,Salesforce
9629323,,Raf D,,,rafdweb@gmail.com,,List import
10604315,,Jared Carmichael,Para Planner,Pronghorn Wealth Management,jared@pronghornwealth.com,3072582886,List Import
9612457,,Jonathan Vree,,,jvree@gofen.com,,List import
10824336,Inactive Investor,Jonathan Larue,First Vice President,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",jonathan.larue@raymondjames.com,,Salesforce
11056798,Inactive Investor,James Evans,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,james.evans@fidelity.com,,Salesforce
11057316,Inactive Investor,Mark Schluter,Regional Vice President,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,mark.schluter@primerica.com,,Salesforce
11230307,Inactive Investor,Kaleem Marriott,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,kmmarriott@ft.newyorklife.com,,Salesforce
10862987,Inactive Investor,Aria Khani,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,aria.khani@fmr.com,,Salesforce
10647823,,Christopher Dietz,,,chris.dietz@morganstanley.com,,List Import
10868407,Inactive Investor,Anna Malone,,"Raymond James Financial Services, Inc. Tyler TX 6019 S Broadway Ave",anna.malone@raymondjames.com,,Salesforce
10779335,Inactive Investor,Jeffrey Liszewski,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,jeffrey.s.liszewski@morganstanley.com,,Salesforce
374087,,Elijah Sylvester,,[Unknown],sydanibet1@gmail.com,,source
11165644,Inactive Investor,John Schutz,Managing Director;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",john.schutz@wellsfargoadvisors.com,,Salesforce
11141867,Inactive Investor,Jeannine Barlotta,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",jeannine.barlotta@rbc.com,,Salesforce
9572192,,Akiba Cohen,,,akiba.cohen@decade-llc.com,,List import
9575581,,Miguel Rivera,,,miguelriv123@gmail.com,,List import
11167581,Inactive Investor,Bryan Marciniak,,Ally Invest Securities LLC,,,Salesforce
11121468,Inactive Investor,Patricia Lammli,,Commonwealth Financial Network Norfolk NE 3204 W Benjamin Ave,plammli@commonwealth.com,,Salesforce
10779041,Inactive Investor,Eric Spraker,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",eric.m.spraker@wellsfargoadvisors.com,,Salesforce
11201622,Inactive Investor,Amanda Williams,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",amanda.williams@raymondjames.com,,Salesforce
7135,,Ronald Anderson,,[[Unknown]],geese73@yahoo.com,,Initial Salesforce Import
11083732,Inactive Investor,Areen Kao,,Cetera Advisors LLC Atlanta GA 2900 Chamblee Tucker Rd,areen.kao@ceteraadvisors.com,,Salesforce
10942986,Inactive Investor,James Brown,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10251788,,Gerard Williams,,,gsw4052503486@gmail.com,,Web Form Fillout
10962007,Inactive Investor,Jacqueline Maiello,,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,jacqueline.maiello@primerica.com,,Salesforce
11154759,Inactive Investor,Gerard Deprez,,"Harbour Investments, Inc. Green Bay WI 2131 S Webster Ave",,,Salesforce
163784,,Ben Howorth,,[Unknown],bmhoworth@wellington.com,,
10863758,Inactive Investor,Stuart Bachrach,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",sbachrach@financialguide.com,,Salesforce
9627715,,Mark Pare,,,markjpare@yahoo.com,,List import
10806973,Inactive Investor,Christina Seidel,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton MD 114 Bay St",christie.seidel@ml.com,,Salesforce
10945690,Inactive Investor,David Anderson,,"Cambridge Investment Research, Inc. Spring Hill FL 8455 Dorsey St",david.anderson@cambridgesecure.com,,Salesforce
11078227,Inactive Investor,Angelo D'Orazio,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 41850 W 11 Mile Rd",,,Salesforce
10867600,Inactive Investor,Ted Ferry,,State Farm VP Management Corp. Salem OR 2005 State St,,,Salesforce
11187350,Inactive Investor,Cynthia Dean,Paraplanner,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",cynthia.m.dean@ampf.com,,Salesforce
11016690,Inactive Investor,Maida Talens,,LPL Financial LLC Corona CA 4740 Green River Rd,maida.talens@lpl.com,,Salesforce
2196802,,Scott Nadle,,[Unknown],scott_nadle@yahoo.com,,
11161785,Inactive Investor,Robert Claypool,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10897393,Inactive Investor,James Minor,Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,ash.minor@morganstanley.com,,Salesforce
11044700,Inactive Investor,Philip Rutterer,Chief Compliance Officer;Financial Planner;Owner,Rutterer Planning,,,Salesforce
11183938,Inactive Investor,Jeremy Witbeck,Board of Directors;Vice President,RWA Wealth Partners Westlake TX Private Residence,jwitbeck@rwawealth.com,,Salesforce
9611752,,Joffrey NOIZET,,,noizisco@gmail.com,,List import
9633012,,Francis Pickering,,,fpickering@westcog.org,,List import
10758786,Inactive Investor,Susan Sylvest,Chief Investment Officer;Founding Partner;Partner;Regulatory Contact,Murphy & Sylvest,ssylvest@murphysylvest.com,,Salesforce
10603793,,Russell Diamond,"Chief Executive Officer, Founding Partner, Regulatory Contact",Alcova Capital Management LP,rdiamond@alcovacap.com,,List import
10884262,Inactive Investor,David Domenick,Investment Advisor Representative;Managing Member;Managing Partner,Capital A Wealth Management,,,Salesforce
10997205,Inactive Investor,Ryan Racine,Specialist,"Raymond James & Associates, Inc.",ryan.racine@raymondjames.com,,Salesforce
10852583,Inactive Investor,Ricky Rivera,Investment Advisor Representative;Member,"Safeguard Investment Advisory Group, LLC",rrivera@safeguardinvestment.com,,Salesforce
11210758,Inactive Investor,Ernie Galliani,Chief Compliance Officer;Co-Founder;Owner;President;Principal,PRP,efg@proretplans.com,,Salesforce
10658084,,Aleksandra Nigro,,,aleksandra.berdichevsky@ubs.com,,List Import
11187085,Inactive Investor,Philip Camerlengo,,"Avantax Investment Services, Inc. Wakefield MA 107 Audubon Rd",,,Salesforce
10614124,,Mitchell Krieger,"Financial Advisor, Managing Director",,mitchell.krieger@wellsfargoadvisors.com,,List Import
163630,,Adam Tate,,[Unknown],adamktate@gmail.com,,
9596056,,Nicholas Kerger,,,nkerger@bdfllc.com,,List import
10793054,Inactive Investor,Ty Coffee,Financial Advisor,Edward Jones Vernon TX 4515 College Dr,ty.coffee@edwardjones.com,,Salesforce
10794613,Inactive Investor,Travis McAfee,Senior Vice President - Investments,"Raymond James & Associates, Inc. Goodlettsville TN 913 Conference Dr",travis.mcafee@raymondjames.com,,Salesforce
11074640,Inactive Investor,Scott Wicker,,"Silver Oak Securities, Incorporated Louisville KY 10200 Forest Green Blvd",,,Salesforce
9626309,,Kevin Laurent,,,immobilierledger@gmail.com,,List import
11061220,Inactive Investor,Gregory Earwood,Financial Specialist,"Hornor, Townsend & Kent, LLC Poquoson VA 233 Wythe Creek Rd",gearwood@htk.com,,Salesforce
9561157,,Abelardo Guerrero,,,abelguerrero1976@gmail.com,,List import
11178518,Inactive Investor,Cornelius Boerkoel,,"Centennial Securities Company, Inc. Jenison MI 7678 Cottonwood Dr",cornelius@centennialsec.com,,Salesforce
10879671,Inactive Investor,Thomas Jagels,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11088586,Inactive Investor,Peter Lafferty,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",peter_lafferty@ml.com,,Salesforce
345600,,Antonio Berkett,Investment Advisor Representative,Aspire Private Capital,antonio@aspireaspires.com,704-237-9927,Manual List Upload
9641484,,Toto Miller,,,icimore@gmail.com,,List import
9574071,,Daniel Collings,,,d.collings@transamerica.com,,List import
11149797,Inactive Investor,Nicholas Harajli,,"Hantz Financial Services, Inc.",nicholas.harajli@hantzgroup.com,,Salesforce
9633970,,Christopher Perkins,,,perkins.kit@gmail.com,,List import
11044610,Inactive Investor,Julie Puryear,,Edward Jones Sevierville TN 704 Winfield Dunn Pkwy,,,Salesforce
10827891,Inactive Investor,Anique Hyden,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",anique.hyden@schwab.com,,Salesforce
9573077,,Michael Sausley,,,michael.sausley@valic.com,,List import
9612259,,Erik Hakans,,,kommandit@hotmail.com,,List import
11211953,Inactive Investor,Kevin Crahan,Financial Advisor,LPL Financial LLC Shelbyville KY 416 Main St,kevin.crahan@lpl.com,,Salesforce
11107820,Inactive Investor,Patrick Farley,Investment Manager;Vice President,Mairs & Power Saint Paul MN 30 E 7th St,pfarley@mairsandpower.com,,Salesforce
10770541,Inactive Investor,James Oberweis,,"Oberweis Securities, Inc.",,,Salesforce
8272643,,Coleen Woolston,,,coleendiego1@gmail.com,,Web Form Fillout
10967871,Inactive Investor,Matthiew Martinez,,"Wells Fargo Clearing Services, LLC Totowa NJ 501 Union Blvd",,,Salesforce
10813180,Inactive Investor,Mari Allen,Managing Director,"Caldwell Sutter Capital, Inc. Shoreline WA Private Residence",mari@cald.com,,Salesforce
10647254,,Robert Grace,,,robert.b.grace@jpmorgan.com,,List Import
9593798,,Aylesworth -,,,ronaylesworth8@gmail.com,,List import
11083647,Inactive Investor,Annette Rosenfield,Financial Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",annette.rosenfield@raymondjames.com,,Salesforce
11046866,Inactive Investor,Victor Bruno,Assistant Vice President;National Risk Officer,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,victor.bruno@morganstanley.com,,Salesforce
11006068,Inactive Investor,Devin O'Neill,,"Northwestern Mutual Investment Services, LLC Clearwater FL 17757 US Hwy 19 N",devin.x.oneill@nm.com,,Salesforce
9553544,,Vilo Veteska,,,veteska@peletyladce.sk,,List import
11117148,Inactive Investor,Joseph McLaughlin,Regional Vice President,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,joseph.mclaughlin@primerica.com,,Salesforce
11040990,Inactive Investor,Jared Weiss,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jared_weiss@vanguard.com,,Salesforce
10477999,,Ali Murtaza,,,ironman7212514@gmail.com,,Web Form Fillout
11115663,Inactive Investor,Ryan Alkema,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,ryan.alkema@fidelity.com,,Salesforce
11174363,Inactive Investor,William Robinson,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boston MA 60 State St",william.robinson@ampf.com,,Salesforce
11194096,Inactive Investor,Roger Clark,,State Farm VP Management Corp. Rogers AR 421 W Walnut St,,,Salesforce
10809605,Inactive Investor,Sally Walker,Senior Client Associate,"RBC Capital Markets, LLC Las Vegas NV 10801 W Charleston Blvd",sally.walker@rbc.com,,Salesforce
335472,,Max Perdue,Business Development,Trive Capital Management Llc,maxperdue@trivecapital.com,214-499-9715,Manual List Upload
10792346,Inactive Investor,Corinne Anselme,Secretary,"Anselme Capital, Inc.",,,Salesforce
10889604,Inactive Investor,Kevin Harris,Financial Advisor,Edward Jones Colchester CT 20 Main St,kevin.harris@edwardjones.com,,Salesforce
370838,,Patricia Kwan,,United States,pattykwan@hotmail.com,,Salesforce
10816689,Inactive Investor,Holley Dean,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
11053032,Inactive Investor,Jayme Murphy,Regional Leader,PFS Investments Inc. Burnsville MN 1500 Mcandrews Road W,jayme.beauchene@primerica.com,,Salesforce
9642765,,Imam Alhakim,,,mudaaa13@gmail.com,,List import
10846986,Inactive Investor,Christopher Graff,Co-Chief Investment Officer;Managing Director - Asset Management;Partner,"Curi RMB Capital, LLC",,,Salesforce
373930,,Alyson Fox,,[Unknown],alyson@agencyvas.com,,source
11162224,Inactive Investor,William Gupton,Vice President,"First Citizens Investor Services, Inc.",,,Salesforce
10887896,Inactive Investor,Marion Tucker,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,marion.tucker@fmr.com,,Salesforce
9593587,,dheepan ramanan,,,dheepan.ramanan@gmail.com,,List import
10868224,Inactive Investor,Richard Hlivko,,"Avantax Investment Services, Inc. Steubenville OH Private Residence",,,Salesforce
6609185,,Alexander Allsop,,,alex_allsop@live.co.uk,,Web Form Fillout
10863191,Inactive Investor,Lorelie Daluz,,LPL Financial LLC San Diego CA 4707 Executive Dr,lorelie.daluz@lpl.com,,Salesforce
11185352,Inactive Investor,Darren Henderson,Partner;Wealth Advisor,Corient Newport Beach CA 500 Newport Center Dr,,,Salesforce
10998913,Inactive Investor,Dominique Otto,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,dotto@primerica.com,,Salesforce
10489866,,Victor Mcclure,"Chief Compliance Officer, Owner, President","McClure Capital Advisors, Inc.",vmcclure@dg-wealth.com,,List import
10962310,Inactive Investor,Jacob Barling,,Cetera Advisor Networks LLC Shippensburg PA 77 E King St,,,Salesforce
11171034,Inactive Investor,Rubens Botaro,Managing Director;Private Banker,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11157542,Inactive Investor,Theresa Pangborn,,"Mutual of Omaha Investor Services, Inc. Boca Raton FL 851 Broken Sound Pkwy NW",theresa.pangborn@mutualofomaha.com,,Salesforce
9556073,,Michael Kline,,,kline_michael@nlvmail.com,,List import
9642547,,Lawrence Schorr,,,ljschorr@gmail.com,,List import
11032945,Inactive Investor,Ikeyma Wells,,PFS Investments Inc. Wayne PA 175 Strafford Ave,iwells@primerica.com,,Salesforce
11109821,Inactive Investor,Cynthia Unger,,LPL Financial LLC Shippensburg PA 28 Walnut Bottom Rd,cynthia.unger@lpl.com,,Salesforce
10860213,Inactive Investor,Matthew Bride,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston SC 200 Meeting St",matthew.bride@bofa.com,,Salesforce
9555539,,Aaron Gilman,,,aaron.gilman@ifpartners.com,,List import
9570238,,David Moskovitz,,,dmoskovitz@natfin.net,,List import
11098228,Inactive Investor,Joyce Liu,,Flourish Financial LLC,joyce.liu@flourish.com,,Salesforce
11141464,Inactive Investor,Lewis Phillips,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
6655,,mike masunas,,[[Unknown]],mmasunas@gmail.com,,Initial Salesforce Import
11139752,Inactive Investor,Alsharari Rawahneh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",alsharari.rawahneh@ml.com,,Salesforce
11120752,Inactive Investor,Amy Flynn,Financial Advisor,Edward Jones Great Falls MT 700 2nd St S,amy.flynn@edwardjones.com,,Salesforce
11077385,Inactive Investor,Annette Funke-Thompson,Financial Advisor,Edward Jones Maple Plain MN 5159 Main St E,annie.funke-thompson@edwardjones.com,,Salesforce
10769335,Inactive Investor,Robert Tabor,Executive Vice President - Marketing;Senior Advisor,"Richard P. Slaughter Associates, Inc.",,,Salesforce
9576821,,babak akrami -,,,bab.akrami@gmail.com,,List import
10803915,Inactive Investor,Thuong-Thao Buu-Hoan,Chief Operating Officer;Managing Member;President,Rice Hall James & Associates LLC,thaob@ricehall.com,,Salesforce
10894418,Inactive Investor,Robert Garrett,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Chapel Hill NC 1414 Raleigh Rd",bob.garrett@stifel.com,,Salesforce
9604511,,James Mills,,,jfmills@twc.com,,List import
11076386,Inactive Investor,James Chestnut,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",james.chestnut@ml.com,,Salesforce
10979238,Inactive Investor,Anthony Mansoor,,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,anthony.p.mansoor@chase.com,,Salesforce
11087330,Inactive Investor,Andrew Rafal,Chief Compliance Officer;Founder;President,"Bayntree Wealth Advisors, LLC",arafal@bayntree.com,,Salesforce
10904772,Inactive Investor,Esperanza Deviccaro,Insurance Agent;Investment Advisor;Regional Leader,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,esperanza.deviccaro@primerica.com,,Salesforce
10885820,Inactive Investor,Megan Carlson,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",megan.carlson@ampf.com,,Salesforce
209623,,Robert Rubenstein,,[Unknown],rjoro@aol.com,,
11176740,Inactive Investor,Joanna Slade,,"Silver Oak Securities, Incorporated Ponchatoula LA 150 S 7th St",jslade@silveroaksecurities.com,,Salesforce
94378,,Samuel Given,,United States,samgiven@yahoo.com,,
10790313,Inactive Investor,Daniel Hirsch,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",daniel.hirsch@ml.com,,Salesforce
10867250,Inactive Investor,Gregory Davis,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
225738,, -,,[[Unknown]],onyejekwechinonso4@gmail.com,,Initial Salesforce Import
10867609,Inactive Investor,Robert Shaw,,Lincoln Investment Carmel IN 1980 E 116th St,,,Salesforce
11027491,Inactive Investor,Jonathon Hughes,Associate Advisor,"Linden Financial Consultants, LLC",,,Salesforce
9572350,,SANTANU SEN,,,santanuweb2009@gmail.com,,List import
9559247,,Adam Onwuka,,,adamonwuka@gmail.com,,List import
11189000,Inactive Investor,Robert Young,,"Osaic Wealth, Inc. Mount Prospect IL 1150 W Northwest Hwy",robert.young@osaicwealth.com,,Salesforce
10819460,Inactive Investor,Joseph Antonelli,,LPL Financial LLC Charlottesville VA 889 Rio East Ct,joseph.antonelli@lpl.com,,Salesforce
349996,,Nicholas Rogers,Director - Operations and Wealth Strategy,"Hightower Advisors, Llc",nrogers@hightoweradvisors.com,917-286-2720,
9559823,,Bert McClintock,,,mcclintock.bert@principal.com,,List import
11254983,Inactive Investor,James Altschuler,Wealth Advisor,RWA Wealth Partners Lexington MA 594 Marrett Rd,jaltschuler@rwawealth.com,,Salesforce
11054976,Inactive Investor,Tasha Gartner,,"Pruco Securities, LLC. Bismarck ND 521 E Main Ave",tgartner@americanportfolios.com,,Salesforce
9542209,,viet ParaFi Digital Opportunities LP,,,viet.p@parafi.capital,,List import
11164689,Inactive Investor,Matthew Smith,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",msmith67@ml.com,,Salesforce
11023788,Inactive Investor,Christopher Rich,,"Osaic Wealth, Inc. Tampa FL 2202 N West Shore Blvd",,,Salesforce
11185541,Inactive Investor,Alyson Plummer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,alyson.plummer@fmr.com,,Salesforce
10987928,Inactive Investor,Frances Rodriguez Berrios,,PFS Investments Inc. Carolina PR 10 Ave Laguna,frodriguez-berrios@primerica.com,,Salesforce
10839610,Inactive Investor,Clark Champeau,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",clark.champeau@nm.com,,Salesforce
10618249,,Patrick Callaghan,,,patrick.callaghan@wellsfargoadvisors.com,,List Import
10759259,Inactive Investor,Wayne Jacobus,First Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",wayne_h_jacobus@ml.com,,Salesforce
11210613,Inactive Investor,Jonathan Romero,Financial Advisor;Managing Director,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jonathan.romero@nm.com,,Salesforce
202382,,Russell Harris,,Prime Buchholz LLC,russell.harris@primebuchholz.com,(603) 433-1143,Organic Search
10823684,Inactive Investor,Corey Lopez,Assistant Vice President;Virtual Private Banking Specialist,Morgan Stanley,,,Salesforce
11043342,Inactive Investor,Nicholas Doyle,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,nicholas.doyle@ceterainvestors.com,,Salesforce
11048557,Inactive Investor,Thomas Menage,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,tom.menage.rfrb@statefarm.com,,Salesforce
11009153,Inactive Investor,Richard Johnson,Wealth Advisor,LPL Financial LLC,,,Salesforce
11104849,Inactive Investor,Raphael Almeida Leite Neto,Financial Consultant,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",raphael.leite@equitable.com,,Salesforce
11052905,Inactive Investor,Michael Malcolm,,Cetera Financial Specialists LLC New Holland PA 301 E Main St,michael.malcolm@ceterafs.com,,Salesforce
9545928,,Jack Stemper,,,jstemper@ff-inc.com,,List import
11183919,Inactive Investor,David Nichols,Financial Advisor,"Osaic Wealth, Inc. West Des Moines IA 3737 Woodland Ave",,,Salesforce
10877918,Inactive Investor,James Harding,Financial Advisor,Edward Jones Faribault MN 112 3rd St NE,jim.harding@edwardjones.com,,Salesforce
10856464,Inactive Investor,Nicole Francis,,Commonwealth Financial Network Brooklyn NY 122 Ashland Pl,nfrancis@commonwealth.com,,Salesforce
11109553,Inactive Investor,Christopher Lemily,Financial Advisor,"Ameriprise Financial Services, LLC Bowling Green KY 996 Wilkinson Trce",christopher.lemily@ampf.com,,Salesforce
11093531,Inactive Investor,Jonathan Smith,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,jonathan.e.smith@morganstanley.com,,Salesforce
10878715,Inactive Investor,Madelyn Cullen,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10857828,Inactive Investor,Yusuf Balogun,Member;Partner;Wealth Advisor,"Walpole Financial Advisors, LLC",yusuf@walpoleadvisors.com,,Salesforce
11259984,Inactive Investor,Padraigh Tully,Senior Home Lending Advisor,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,padraigh.tully@jpmorgan.com,,Salesforce
10773788,Inactive Investor,Stephen Ruvituso,Chairman;Chief Executive Officer,Sykon Capital LLC,,,Salesforce
11018222,Inactive Investor,Benjamin Nkiko,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,bnkiko@primerica.com,,Salesforce
10994821,Inactive Investor,Michael Barbercheck,Associate;Financial Advisor;Wealth Advisor,Krilogy,,,Salesforce
11210701,Inactive Investor,Bradley Haston,Financial Analyst;Staff Accountant,"NBZ Investment Advisors, LLC",bradh@nbzhome.com,,Salesforce
10847077,Inactive Investor,Stephen MacTavish,Financial Advisor,LPL Financial LLC Palatine IL 652 N 1st Bank Dr,,,Salesforce
11161981,Inactive Investor,Theodore Carnevale,Member,G & C Financial Advisors Hackensack NJ 1 University Plaza Dr,,,Salesforce
11138623,Inactive Investor,Andrea Rice,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",andrea.rice@ml.com,,Salesforce
11158823,Inactive Investor,Adam Syed,,"Hoopoe Capital Markets, LLC",adam@hoopoeadvisors.com,,Salesforce
10753577,Inactive Investor,Brian Cody,,Wealthcare Advisory Partners LLC Gillette NJ 630 Valley Rd,,,Salesforce
9544902,,Mohamed Hosny,,,mohmed.hosny@me.com,,List import
10823740,Inactive Investor,Jacob Drescher,Investment Officer;Portfolio Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",jacob.drescher@wellsfargoadvisors.com,,Salesforce
10797068,Inactive Investor,Michael Van Brienen,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",mvanbrienen@ampf.com,,Salesforce
11137367,Inactive Investor,Gerald Laurino,,"FMSbonds, Inc.",glaurino@fmsbonds.com,,Salesforce
10804892,Inactive Investor,Elisabeth Galea,,LPL Financial LLC Canton MI 6900 N Haggerty Rd,elisabeth.galea@lpl.com,,Salesforce
219915,,steven karabinchak,,[Unknown],karabinchak85@gmail.com,,
340139,,Riley Matthew,,[Unknown],matthew.riley@jpmorgan.com,,Event
10846677,Inactive Investor,Yang Wang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",yang.wang@schwab.com,,Salesforce
11212141,Inactive Investor,James Walker,Financial Advisor,LPL Financial LLC Elmhurst IL 201 N Oak St,james.walker@lpl.com,,Salesforce
9550046,,Matthew Presley,,,mpresley@valeofinancial.com,,List import
10902486,Inactive Investor,Lawrence Deason,,"Ameriprise Financial Services, LLC Yuma AZ 242 W 28th St",,,Salesforce
227575,, -,,[[Unknown]],pete_a55@bellsouth.net,,
9549603,,Andy Wilcox,,,andywilco@gmail.com,,List import
11169930,Inactive Investor,Christina Sanchez,Investment Specialist;Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christina.sanchez@jpmorgan.com,,Salesforce
10909718,Inactive Investor,Keliikai Castillo,,"Horter Investment Management, LLC Seattle WA Private Residence",,,Salesforce
10839090,Inactive Investor,Gregory Doherty,Owner,"Gregory M Doherty, CPA Dedham MA 306 High St",,,Salesforce
9587279,,Tyler Fairbrother,,,tf.fairbrother@gmail.com,,List import
11137264,Inactive Investor,Kenneth Smallwood,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10847507,Inactive Investor,Douglas Stepansky,Chief Compliance Officer,"Strategic Investment Solutions, Inc.",doug.stepansky@sisfp.com,,Salesforce
10890380,Inactive Investor,Denise Farlekas,,Jefferies LLC Philadelphia PA 1900 Market St,dfarlekas@jefferies.com,,Salesforce
9564470,,Chandrika Bhatia,,,chandrika.bhatia@gmail.com,,List import
11101471,Inactive Investor,John Kann,Chief Compliance Officer,Twinleaf Financial Advisors,,,Salesforce
374519,,Fahad Hasan,Investments,,info@wealthedge.com,212-687-3600,Salesforce
10764290,Inactive Investor,Dennis Braun,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",dennis.braun@wellsfargoadvisors.com,,Salesforce
10850770,Inactive Investor,Alexander Kurkuvelos,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,alexander.kurkuvelos@fmr.com,,Salesforce
11104779,Inactive Investor,Joseph Cushing,,"Stifel, Nicolaus & Company, Incorporated Walnut Creek CA 500 Ygnacio Valley Rd",cushingj@stifel.com,,Salesforce
9540823,,Paul Silcox,,Benteng LLC,paul.silcox@gmail.com,,List Import
9548612,,Kyle Dignoti,,,kdignoti@gmail.com,,List import
10795828,Inactive Investor,Whitney Randolph,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,whitney.randolph@ubs.com,,Salesforce
10875617,Inactive Investor,Gregory Porath,Financial Advisor Associate,Robert W. Baird & Co. Incorporated Midland MI 3320 Ridgecrest Dr,gporath@rwbaird.com,,Salesforce
10863957,Inactive Investor,Andrew Kovach,,First Liberties Financial,akovach@firstlibertiesfinancial.com,,Salesforce
9628776,,Minesh Chauhan,,,cminesh@hotmail.com,,List import
10855512,Inactive Investor,Christine Muzzy-Smith,,State Farm VP Management Corp. Monroe MI 2045 S Custer Rd,,,Salesforce
10919006,Inactive Investor,Wilbur Nabers,Financial Advisor,Edward Jones Baton Rouge LA 14333 Perkins Rd,wil.nabers@edwardjones.com,,Salesforce
10857471,Inactive Investor,Maggie Gallagher,Wealth Management Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,maggie.gallagher@morganstanley.com,,Salesforce
10800796,Inactive Investor,Richard Nagel,Wealth Advisor,Commonwealth Financial Network Mequon WI 188 S Main St,rnagel@commonwealth.com,,Salesforce
10839543,Inactive Investor,Sung Moo Cho,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",sungmoo.cho@ampf.com,,Salesforce
11102272,Inactive Investor,Dominic Lopez,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",dominic.t.lopez@ml.com,,Salesforce
11103199,Inactive Investor,Michael Kwok,,J.P. Morgan Securities LLC Irvine CA 2967 Michelson Dr,michael.y.kwok@chase.com,,Salesforce
11000218,Inactive Investor,Billy Brown,,"Silver Oak Securities, Incorporated Knoxville TN 9729 Cogdill Rd",,,Salesforce
10837877,Inactive Investor,Paul Mize,,"MML Investors Services, LLC Tupelo MS 205 Troy St",pmize@massmutual.com,,Salesforce
11048428,Inactive Investor,Sarah Wilson,,PFS Investments Inc. Sumter SC 1165 N Guignard Dr,sarah.wilson@primerica.com,,Salesforce
345537,,Leah Zell,Non-executive Chairman,Lizard Investors Llc,lzell@lizardinvestors.com,312-803-7311,Manual List Upload
11022662,Inactive Investor,Bryton Haak,,J.P. Morgan Securities LLC Bentonville AR 1101 S Walton Blvd,bryton.haak@jpmorgan.com,,Salesforce
10820065,Inactive Investor,Eric Peterson,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley San Francisco CA 101 California St,eric.peterson@morganstanley.com,,Salesforce
10946845,Inactive Investor,Sean Morton,Financial Advisor,"Concurrent Investment Advisors, LLC Canon City CO 618 Macon Ave",,,Salesforce
10611507,,Wilbur Mann,Financial Advisor,,bill.mann@lpl.com,,List Import
10925211,Inactive Investor,Juan Mendoza,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
343207,,Christopher Macintosh,Chief Financial Officer,Glenorchy Capital Limited,chris@glenorchycapital.net, -433396,Manual List Upload
11019806,Inactive Investor,Guadalupe Gonzalez-Vega,,J.P. Morgan Securities LLC Houston TX 2435 W Alabama St,guadalupe.gonzalez-vega@jpmorgan.com,,Salesforce
11014413,Inactive Investor,Kristin Bishop,,"Allstate Financial Services, LLC Spotsylvania VA 7501 Graham St",kristinbishop@allstate.com,,Salesforce
10656722,,Katherine Johnson,,,kajohnson@rwbaird.com,,List Import
9587273,,Barry Wynn,,,bwynn@colonialgroup.com,,List import
10990520,Inactive Investor,Parker Loggins,Trust Investment Associate,"Dunham & Associates Investment Counsel, Inc. Reno NV 200 S Virginia St",parker.loggins@dunham.com,,Salesforce
9589019,,Wiseman Ngwekazi,,,info.ngwekazi@gmail.com,,List import
10769567,Inactive Investor,Jacquelyn Lucas-Murphy,Financial Advisor,Edward Jones Columbus OH 4400 N High St,jacquelyn.lucas-murphy@edwardjones.com,,Salesforce
10784919,Inactive Investor,Robin McNally,Senior Sales Assistant,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",robin.mcnally@raymondjames.com,,Salesforce
10804010,Inactive Investor,Oren Klein,Associate Director - Wealth Management Banking,UBS Financial Services Inc. Miami Beach Fl Private Residence,oren.klein@ubs.com,,Salesforce
10945398,Inactive Investor,Michael Hebert,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11069698,Inactive Investor,Sharain Taylor,,"Parkland Securities, LLC Dallas TX 5005 Lyndon B Johnson Fwy",staylor@parklandrep.com,,Salesforce
11236629,Inactive Investor,Kiley Sanders,Financial Professional,Increase Consultants LLC,ksanders@inc-financial.com,,Salesforce
10983393,Inactive Investor,John Morrow,,Park Avenue Securities LLC Evansville IN 4847 E Virginia St,,,Salesforce
10804302,Inactive Investor,Hunter Buatt,Financial Consultant;Vice President,LPL Financial LLC Collierville TN 305 Poplar View Pkwy,hunter.buatt@lpl.com,,Salesforce
9577873,,Stevan Jay De Prospero,,,oksteev@gmail.com,,List import
371562,,Shirin Klorman,,[Unknown],shirinklorman@yahoo.com,,Salesforce
11135450,Inactive Investor,Jeffrey Todd,,"Raymond James Financial Services, Inc. Escondido CA 260 W Crest St",jeff.todd@raymondjames.com,,Salesforce
169541,,Jan-Willem Verstraten,,[Unknown],janwillemverstraten@gmail.com,,
9574984,,Richard Longoria,,,rich.longoria@voya.com,,List import
10764796,Inactive Investor,Mark Annichine,,LPL Financial LLC Twinsburg OH Private Residence,mark.annichine@lpl.com,,Salesforce
11168663,Inactive Investor,David Johnson,Senior Vice President,PFS Investments Inc. Orange Park FL 2105 Park Ave,djohnson.a2587@primerica.com,,Salesforce
11127462,Inactive Investor,Beth Collins,Financial Advisor,"Osaic Wealth, Inc. Garden City NY 390 Old Country Rd",bcollins@royalaa.com,,Salesforce
11050760,Inactive Investor,Heather Raub,,State Farm VP Management Corp. Rochester NY 630 East Ave,heather.raub.lx8t@statefarm.com,,Salesforce
9576050,,Mark Srofe,,,msrofe@crownmail.net,,List import
11115686,Inactive Investor,Christian Innarella,,Fidelity Brokerage Services LLC,,,Salesforce
209094,,Ben Goldberg,,[Unknown],sendben@mac.com,,Event
9609364,,scott tartaglia,,,scott@hrisch.com,,List import
11015765,Inactive Investor,David Holtzer,Field Risk Officer;Vice President,"MML Investors Services, LLC",,,Salesforce
9562332,,James Eichelberger,,,je@strat-wealth.com,,List import
10840445,Inactive Investor,Dianne Quick,,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",dianne.quick@raymondjames.com,,Salesforce
10893521,Inactive Investor,Richard Radmann,,Fidelity Brokerage Services LLC New York NY 165 Broadway,richard.radmann@fmr.com,,Salesforce
11031111,Inactive Investor,Benjamin Morgan,,"Packerland Brokerage Services, Inc. Garden Grove CA 12771 Bailey St",benjamin_morgan@packerlandbrokerage.com,,Salesforce
9629628,,Santiago Najar,,,santiago_mnc@hotmail.com,,List import
10801775,Inactive Investor,Michael Lysenko,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.lysenko@ms.com,,Salesforce
10894538,Inactive Investor,William Sellers,,USA Financial Securities LLC Davenport IA 4215 E 60th St,,,Salesforce
11202882,Inactive Investor,Wesley Hazelrigg,Advisor,Wealthcare Advisory Partners LLC Blue Springs MO 1040 SW Luttrell Rd,,,Salesforce
9640934,,Benjamin Peiler,,,peiler65@googlemail.com,,List import
10947775,Inactive Investor,Fisher Sutterfield,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
10754368,Inactive Investor,Michael Shear,Managing Director,"Wells Fargo Advisors Financial Network, LLC Naples FL 5811 Pelican Bay Blvd",michael.shear@wellsfargoadvisors.com,,Salesforce
11199009,Inactive Investor,Gregory Klingler,,Cape Securities Inc. Hanover MD 1362 Mellon Rd,gpklingler@capesecurities.com,,Salesforce
11016267,Inactive Investor,James Buchanan,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,james.buchanan@primerica.com,,Salesforce
10662302,,Thomas Pierce,,,tpierce@orba.com,,List Import
9608947,,Przemek Przemek,,,przemek.x3@wp.pl,,List import
10977406,Inactive Investor,Diego Michel,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,diego_michel@vanguard.com,,Salesforce
10661445,,Leslie Bond,,,lesbond@attucksfunds.com,,List Import
373183,,Kurtis Christensen,,[Unknown],echriste@baldwin-telecom.net,,source
141646,,Andrew H,,DentalDate Corp,andrew@dentaldate.com,6268934483,Organic Search
9561176,,Ryan Wiens,,,ryan.wiens@fidelity.com,,List import
11016628,Inactive Investor,Trudy Kocsis,,PFS Investments Inc. Allentown PA 7310 Tilghman St,tkocsis@primerica.com,,Salesforce
343242,,Bradley Stooksbury,Owner,"Nbz Investment Advisors, Llc",brads@nbzcpa.com,865-584-1184,Manual List Upload
10759144,Inactive Investor,Theresa Hammock,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",teresa_hammock@ml.com,,Salesforce
10895214,Inactive Investor,Joseph Betti,,Andrew Garrett Inc. Newtown PA 41 University Dr,jbetti@andrewgarrett.com,,Salesforce
10933739,Inactive Investor,Derek Thomas,Associate Financial Advisor,"Ameriprise Financial Services, LLC Washington PA 1150 Washington Rd",derek.thomas@ampf.com,,Salesforce
118056,,Aaron Kamat,Wealth Advisor,"Securities America Advisors, Inc.",aaron.kamat@securitiesamerica.com,216-342-3691,
218062,,Albert Chariton,,[Unknown],charitona@cox.net,,Direct
11021668,Inactive Investor,Paige Grace,Investment Advisor,Ronald R Geiger LLC,paige@rrgllc.pro,,Salesforce
11194611,Inactive Investor,Russell Bernier,,"Taglich Brothers, Inc.",bernier@taglichbrothers.com,,Salesforce
11236212,Inactive Investor,Matthew Mcewen,Financial Advisor,"Strategic Lifestyle Advisors, Inc.",matt@securewithgfc.com,,Salesforce
10939545,Inactive Investor,Denise Downs,,"Osaic Wealth, Inc. San Francisco CA 1250 Jones St",,,Salesforce
10796210,Inactive Investor,James Vermillion,Senior Investment Consultant;Senior Vice President,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,jvermillion@rwbaird.com,,Salesforce
10887695,Inactive Investor,Charles Harker,Wealth Advisor,"Choreo, LLC Seattle WA 601 Union St",,,Salesforce
10974376,Inactive Investor,Scott Schubert,Chief Compliance Officer;Co-Chief Investment Officer;Founder;Managing Partner,"Sonoran Capital Management, LLC",,,Salesforce
10803126,Inactive Investor,Petr Chytka,Associate Vice President;Financial Advisor;Financial Planning Specialist;Sports and Entertainment Director,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,petr.chytka@morganstanley.com,,Salesforce
9641929,,Barathkumar S,,,barathkumar2522003@gmail.com,,List import
11060364,Inactive Investor,Wenping Jin,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,wjin@ft.newyorklife.com,,Salesforce
125053,,Maureen Hansen,"President, Principal","Wealth Enhancement Advisory Services, Llc",hansenm@svafinancial.com,(608) 826-2300,
10808615,Inactive Investor,Kevin Truckly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
59928,,John Uhler,"Partner, Chief Compliance Officer","Uhler And Vertich Financial Planners, Llc",tuhler@uhlerandvertich.com,239-936-6300,Manual List Upload
11126097,Inactive Investor,Paul Hassler,,"Osaic Wealth, Inc. Lincoln NE 5955 S 56th St",,,Salesforce
9635935,,Fawzia Khalid,,,fawzia.khalid@investcorp.com,,List import
10875722,Inactive Investor,Necia Fuller,Senior Client Associate,UBS Financial Services Inc. Everett WA 1604 Hewitt Ave,necia.fuller@ubs.com,,Salesforce
10604495,,Lori Rupp,Consultant,Thrivent,lori.rupp@thrivent.com,800-847-4836,List Import
11187726,Inactive Investor,Debra Kelley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",debra.kelley@ml.com,,Salesforce
11028738,Inactive Investor,Cheryl Koenig,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",cheryl.koenig@empower.com,,Salesforce
10752490,Inactive Investor,Edgar Martinez,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",emartinez69@ml.com,,Salesforce
10843749,Inactive Investor,Marco Moreno,,Boreal Capital Securities LLC,marco.moreno@borealcm.com,,Salesforce
10819247,Inactive Investor,Ryan Peterson,Chief Compliance Officer;Managing Member;President,"Copperleaf Capital, LLC",rpeterson@copperleafcapital.com,,Salesforce
223551,,Clarke Anderson,CEO,[[Unknown]],jca@ajboggs.com,,Event
11235254,Inactive Investor,Thiago Figueiredo,Senior Financial Advisor,"Evolution Wealth Advisors, LLC",tfigueiredo@ewadvisors.net,,Salesforce
10777395,Inactive Investor,Steven Anderson,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
5513,, -,,[[Unknown]],tobigillis98@gmail.com,,Initial Salesforce Import
120082,,Nicholas Mitchell,,"Transamerica Financial Advisors, Inc",nick.mitchell@transamerica.com,513-326-7000,
10857717,Inactive Investor,David Sprenger,President;Shareholder,Qualified Planning,davids@qualifiedplanning.com,,Salesforce
9633908,,Mattias Kazbekov,,,mattias.kazbekov@gmail.com,,List import
11129534,Inactive Investor,Leonel Mendoza,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10911214,Inactive Investor,Eric Gottesman,,"Equity Services, Inc. Lido Beach NY Private Residence",egottesman@nationallife.com,,Salesforce
344542,,Joseph Maccone,Head Of U.s. IntermedIARy Distribution,Amg Funds Llc,joseph.maccone@amg.com,203-299-3500,Manual List Upload
9644139,,Michael Kiami,,,mkiami@ssgllc.com,,List import
10926888,Inactive Investor,Eleftherios Fotos,,Fidelity Brokerage Services LLC,eleftherios.fotos@fidelity.com,,Salesforce
10856517,Inactive Investor,Keith Osborne,,LPL Financial LLC Leawood KS 7007 College Blvd,keith.osborne@lpl.com,,Salesforce
10993020,Inactive Investor,Mark Cukaj,Financial Advisor,"Ameriprise Financial Services, LLC Poughkeepsie NY 488 Freedom Plains Rd",mark.cukaj@ampf.com,,Salesforce
10787694,Inactive Investor,Ryan Brace,,Park Avenue Securities LLC Louisville KY 9300 Shelbyville Rd,ryan_brace@glic.com,,Salesforce
10494141,,William Holliday,,Jane Street,wholiday@janestreet.com,,List Import
10803122,Inactive Investor,Elizabeth Newman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11018946,Inactive Investor,Michael Peterson,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10756375,Inactive Investor,Alexander Ballard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",mathes.ballard@ml.com,,Salesforce
11138885,Inactive Investor,Cheri Blair,,"Peak Brokerage Services, LLC Carlsbad CA 8085 Paseo Arrayan",,,Salesforce
10802859,Inactive Investor,John Vaughan,Financial Professional,"Equitable Advisors, LLC Atlantis FL Private Residence",john.vaughan@equitable.com,,Salesforce
10614915,,Sun Hong,"Financial Advisor, Portfolio Manager, Vice President",,stephanie.hong@morganstanley.com,,List Import
11140285,Inactive Investor,Danielle Lackland-Toleito,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
9630705,,Olivier Gaillard,,,ogaillard6@gmail.com,,List import
11068686,Inactive Investor,Jerry Davis,,"Rain or Shine Planning, LLC Boring OR Private Residence",,,Salesforce
10804440,Inactive Investor,Robert Tanner,Senior Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tuscaloosa AL 601 Towncenter Blvd",jason.j.tanner@ml.com,,Salesforce
10821862,Inactive Investor,Samuel Rankin,Managing Director,Morgan Stanley Colorado Springs CO 121 S Tejon St,samuel.rankin@morganstanley.com,,Salesforce
10951029,Inactive Investor,Vera-Lucia Rampartap,Operations Manager,"Ameriprise Financial Services, LLC Waltham MA 230 2nd Ave",,,Salesforce
239939,,Haley Burgin,,[Unknown],hburgin@bhz.com,,Database Upload
9617452,,Dan Derrig,,,dderrig@chicagoventure.com,,List import
11085942,Inactive Investor,Patrick Hyland,,Cetera Advisor Networks LLC Westlake OH 24500 Center Ridge Rd,hylandp@ceteranetworks.com,,Salesforce
9639929,,Alberto Camenzind,,,ac@apricus.ch,,List import
11030938,Inactive Investor,Sarah Hughes,,"U.S. Bancorp Investments, Inc. Clarksville TN 3050 Wilma Rudolph Blvd",,,Salesforce
10895133,Inactive Investor,Paul Crane,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,paul.crane@fmr.com,,Salesforce
9643448,,RAghu Mohan,,,raghu.mohan@outlook.com,,List import
11260090,Inactive Investor,Gary Hoover,,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",,,Salesforce
230365,, -,,[[Unknown]],799528935@qq.com,,
11023091,Inactive Investor,Michael Miller,Financial Services Professional,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",michaelrmiller@financialguide.com,,Salesforce
11120854,Inactive Investor,Brian Martin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",brian.martin@schwab.com,,Salesforce
11099659,Inactive Investor,Steven Ulrich,Associate Vice President;Financial Advisor;Vice President,"Cassaday & Company, Inc.",ulrich@cassaday.com,,Salesforce
10881965,Inactive Investor,Ali Dhanji,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",ali.dhanji@raymondjames.com,,Salesforce
10867431,Inactive Investor,Brandon Burbach,Regional Vice President,PFS Investments Inc. Pewaukee WI N28W23000 Roundy Dr,brandon.burbach@primerica.com,,Salesforce
11027561,Inactive Investor,Mariana Naranjo,,PFS Investments Inc. Miami FL 7955 NW 12th St,mnaranjo@primerica.com,,Salesforce
10986147,Inactive Investor,Christopher Jones,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10961297,Inactive Investor,Vincent Forte,Chief Compliance Officer;Managing Member;Portfolio Manager;Principal,Shawnee Investments & Planning,vincent@shawneeinvestments.com,,Salesforce
11121410,Inactive Investor,Yasmeen Tahir,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",yasmeen.tahir@nm.com,,Salesforce
9610465,,Mike Smith,,,orangeandblue_1998@yahoo.com,,List import
11063527,Inactive Investor,Timothy Irwin,Client Service Associate,UBS Financial Services Inc. Woodway TX 200 W State Hwy 6,,,Salesforce
11035816,Inactive Investor,John Mangini,,J.P. Morgan Securities LLC Oradell NJ 417 Kinderkamack Rd,john.mangini@jpmorgan.com,,Salesforce
11151999,Inactive Investor,Vickey Ippolito,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,,,Salesforce
9621845,,Shahar Vardi,,,voldak93@gmail.com,,List import
10756352,Inactive Investor,Kathleen Collins,Financial Advisor,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",kathleen.collinsfunk@wellsfargoadvisors.com,,Salesforce
11031600,Inactive Investor,Matthew Moulton,Financial Planning Manager,"Signature Financial Services, Ltd",mam@signatureadvisors.com,,Salesforce
11183238,Inactive Investor,Paul Lobosco,,"The Investment Center, Inc. Red Bank NJ 125 Half Mile Rd",plobosco@investmentctr.com,,Salesforce
10810006,Inactive Investor,David Pereira,Financial Representative,MWA Financial Services Inc. Gilford NH 36 Country Club Rd,david.c.pereira@mwarep.org,,Salesforce
9635145,,Dave Creighton,,,dcreighton@acceladvantage.com,,List import
11048133,Inactive Investor,Stuart Impey,,"American Portfolios Financial Services, Inc. Ponte Vedra Beach FL 4400 Marsh Landing Blvd",simpey@americanportfolios.com,,Salesforce
10904774,Inactive Investor,Bruce Williamson,,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",bruce.williamson@ampf.com,,Salesforce
11260280,Inactive Investor,Daniel Fuentes,Financial Consultant,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",,,Salesforce
11009281,Inactive Investor,Barbara Arment,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",,,Salesforce
9624382,,Ryan Keyes,,,ryankeyes87@gmail.com,,List import
11178251,Inactive Investor,Randall Biglione,,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",randy.biglione@wellsfargoadvisors.com,,Salesforce
10487560,,Peter Weyermuller,Financial Advisor,Morgan Stanley,karch.weyermuller@morganstanley.com,,List Import
11162185,Inactive Investor,May Gibson,Vice President,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",may.gibson@raymondjames.com,,Salesforce
11043925,Inactive Investor,Dione Ramsdill,,State Farm VP Management Corp. Saratoga Springs NY 4286 Rte 50,dione.ramsdill.ppt1@statefarm.com,,Salesforce
10957191,Inactive Investor,Alexandra Freedman,,"Sanctuary Securities, Inc. Wayne PA 201 King of Prussia Rd",afreedman@sanctuarywealth.com,,Salesforce
11186493,Inactive Investor,Shahid Malik,,"Osaic Wealth, Inc. Columbus OH 445 Hutchinson Ave",,,Salesforce
10944778,Inactive Investor,Shane Rogers,Senior Vice President,"City National Securities, Inc. Las Vegas NV 10801 W Charleston Blvd",shane.rogers@cnb.com,,Salesforce
10820145,Inactive Investor,Carina Flores,Financial Advisor;Financial Planning Specialist;Wealth Advisor Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,carina.flores@morganstanley.com,,Salesforce
5996737,,SEM TRETY,,,girafah889@dentaltz.com,,Web Form Fillout
10845388,Inactive Investor,Jay Schuman,Wealth Advisor,Connectus Wealth,jschuman@connectuswealth.com,,Salesforce
10980077,Inactive Investor,Meredith Heestand,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,meredith.heestand@jpmorgan.com,,Salesforce
10888447,Inactive Investor,Gina Schwartz,,"Raymond James & Associates, Inc. Athens GA 101 Trinity Pl",gina.faulkner@raymondjames.com,,Salesforce
10766195,Inactive Investor,Grant McKay,Financial Advisor;Investment Management Consultant;Portfolio Management Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley Denver CO 1550 Market St,grant.mckay@morganstanley.com,,Salesforce
11086534,Inactive Investor,Nicholas Grams,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",nicholas.grams@nm.com,,Salesforce
9639875,,Molly LeStage,,,mlestage@meketagroup.com,,List import
11230659,Inactive Investor,Steven Arcos,,LPL Financial LLC Newport Beach CA 610 Newport Center Dr,steven.arcos@lpl.com,,Salesforce
10981959,Inactive Investor,Brenda De La Riva-Carpio,Personal Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 4959 Excelsior Blvd",,,Salesforce
167444,,Benedict Hoban,,[Unknown],ben_hoban@hotmail.com,,Content
10792045,Inactive Investor,Ryan Lemire,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,ryan.lemire@fidelity.com,,Salesforce
10907793,Inactive Investor,James Mills,,Key Investment Services LLC Glenmont NY 388 Feura Bush Rd,jim_s_mills@keybank.com,,Salesforce
10659795,,Don Ullrich,,,don.ullrich@primerica.com,,List Import
10942979,Inactive Investor,Carlos Guzman Lopez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10895846,Inactive Investor,James Hunter,Financial Advisor,LPL Financial LLC Columbus OH 7650 Rivers Edge Dr,james.hunter@lpl.com,,Salesforce
11255156,Inactive Investor,Joanne Gautrau,Client Service Manager,Merit Financial Advisors Wilton CT 195 Danbury Rd,,,Salesforce
11127907,Inactive Investor,Melissa Bell,Investment Assistant;Senior Compliance Specialist,"Citizens Securities, Inc. Clinton Township MI 36520 Moravian Dr",melissa.a.bell@citizenssecurities.com,,Salesforce
10817562,Inactive Investor,William Smith,Associate Vice President;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",,,Salesforce
10932629,Inactive Investor,Susan Rollins,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,srollins@primerica.com,,Salesforce
238138,, -,,[[Unknown]],boon.pang@gmail.com,,
32047,,Alfred Scott,Director,"Scott-macon Asset Management, Inc.",als@scott-macon.com,(646) 572-2405,Manual List Upload
9609570,,John BAzzano III,,,jay.bazzano@gmail.com,,List import
10984359,Inactive Investor,Rebecca Lazo,,J.P. Morgan Securities LLC Baton Rouge LA 9031 Siegen Ln,rebecca.danigole@chase.com,,Salesforce
9647953,,Tim Brock,VP,State Street Global Advisors,timothy_brock@ssga.com,203-916-3933,List import
11034927,Inactive Investor,William Roe,,"Osaic Wealth, Inc. Weaverville NC 76 Garrison Branch Rd",,,Salesforce
10776864,Inactive Investor,Michael Wytiaz,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Orlando FL 4848 S Apopka Vineland Rd",michael.wytiaz@schwab.com,,Salesforce
10853330,Inactive Investor,Steve Lamphear,Associate Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 5018 E 68th St",steve.w.lamphear@ampf.com,,Salesforce
10993618,Inactive Investor,Marcus Mullen,,"Northwestern Mutual Investment Services, LLC Lexington KY 330 E Main St",marcus.mullen@nm.com,,Salesforce
10894161,Inactive Investor,Lewis Rukab,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",lewis.rukab@ml.com,,Salesforce
11094683,Inactive Investor,Joanne Stacey Carillo,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,1snnt@primerica.com,,Salesforce
11194410,Inactive Investor,Patrick Nix,Wealth Management Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,tyler.nix@morganstanley.com,,Salesforce
10657128,,Melissa Wajda,,,missy.wajda@benjaminfedwards.com,,List Import
11039081,Inactive Investor,Jacob Hedrick,Financial Consultant,"First Citizens Investor Services, Inc. King NC 604 S Main St",jake.hedrick@firstcitizens.com,,Salesforce
10967583,Inactive Investor,Michele Munoz,,"Farmers Financial Solutions, LLC Lake Elsinore CA 506 W Graham Ave",mmunoz@farmersagent.com,,Salesforce
158541,,Elke Hoenisch,,[Unknown],elke@hoenisch.at,,
11198295,Inactive Investor,Dimitrios Anastassakis,,J.P. Morgan Securities LLC Brooklyn NY 9313 3rd Ave,dimitrios.anastassakis@jpmorgan.com,,Salesforce
10829815,Inactive Investor,John Meyn,,NYLIFE Securities LLC Sonoma CA Private Residence,jmeyn@ft.newyorklife.com,,Salesforce
9540737,,Rahul Seshan,,Sypher Opportunities Fund LP PARENT,rseshan@syphercapital.com,,List import
11005303,Inactive Investor,Mark Melendez,,"Principal Securities, Inc.",melendez.mark@principal.com,,Salesforce
11135010,Inactive Investor,Sara Marschke,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9568285,,timur tyra,PCA,Key Investments,ttyra@kisinvestments.com,716-526-0395,List import
10789937,Inactive Investor,Martha Robbins,President,Five Mile River I. M. L.L.C. Darien CT 7 Edgehill Dr,martha@fivemileriver.com,,Salesforce
159245,,Robert Cicale,,[Unknown],bob_cicale@att.net,,
10863471,Inactive Investor,Mary Holman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,mary.holman@fidelity.com,,Salesforce
10489714,,Arun Muralidhar,"Manager, Portfolio Manager, Regulatory Contact",AlphaEngine Global Investment Solution LLC,asmuralidhar@alphaengine.net,703-759-0264,List Import
11132510,Inactive Investor,Patricia Mcnamara,President,Cherry Creek Investment Advisors Inc,,,Salesforce
10879433,Inactive Investor,Meghan Jackson,Financial Analyst;Trader,"David Vaughan Investments, LLC",mjackson@dviinc.com,,Salesforce
9603100,,Ross Biesinger,,,ross@cypressws.com,,List import
10780934,Inactive Investor,Heidi Lynn,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",heidi.lynn@bofa.com,,Salesforce
10801419,Inactive Investor,Robert Hughes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,robert.hughes@fidelity.com,,Salesforce
11168665,Inactive Investor,Shawn Washington,,"Kestra Investment Services, LLC",shawn.washington@kestrafinancial.com,,Salesforce
11018124,Inactive Investor,Diana Salinas,,"Concorde Investment Services, LLC San Marcos CA 100 E San Marcos Blvd",,,Salesforce
10796806,Inactive Investor,Kirk Aguer,Wealth Management Analyst,Morgan Stanley State College PA 720 S Atherton St,,,Salesforce
10902139,Inactive Investor,Matthew Longland,Financial Advisor,Prosperity Capital Advisors Fort Mitchell KY 25 Town Center Blvd,,,Salesforce
66244,,Greg Bourland,,United States,greg.bourland@gmail.com,,source
11219412,,Colin Bates,,,cbates@franklin-street.com,,Other
10891637,Inactive Investor,Alexandria Doyle,Financial Advisor,PNC Investments Wheaton IL 161 Danada Sq E,alexandria.dotson@pnc.com,,Salesforce
11099588,Inactive Investor,Janyl Smith,Investment Advisor Representative;Wealth Advisor,Singer Wealth Advisors LLC,jsmith@singerwealth.com,,Salesforce
9585853,,Maxwell Dunlap,,,dunlapmaxwell808@gmail.com,,List import
10842310,Inactive Investor,James Dobrinska,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",james.dobrinska@nm.com,,Salesforce
11030802,Inactive Investor,Gene Borchetta,Financial Advisor,"Ameriprise Financial Services, LLC Monroe CT 227 Monroe Tpke",gene.x.borchetta@ampf.com,,Salesforce
10899763,Inactive Investor,Reanna Faron,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",reanna.faron@ml.com,,Salesforce
11219933,,Christian Snyder,,,csnyder@fenimoreasset.com,,Other
9585160,,DAVID ROGERS jr,,,racinghotroddave@yahoo.com,,List import
10918874,Inactive Investor,James Cox,,"Calton & Associates, Inc. Tallahassee FL 1282 Timberlane Rd",jcox@calton.com,,Salesforce
11127267,Inactive Investor,Steven Kinrade,,"Osaic Wealth, Inc. Maquoketa IA 146 S Main St",,,Salesforce
9619794,,David Kowach,,,david.kowach@wellsfargoadvisors.com,,List import
10914034,Inactive Investor,Andrew Marback,Assistant Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11119138,Inactive Investor,Emalie Maness,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11128059,Inactive Investor,Edilberto Ortiz,Financial Advisor,LPL Financial LLC Chicago IL 123 N Wacker Dr,edilberto.ortiz@lpl.com,,Salesforce
143451,,Taegyoung Lee,,[Unknown],xorud6862@gmail.com,,source
10821947,Inactive Investor,George Simon,,"Raymond James Financial Services, Inc. Chesterfield MO 14567 N Outer 40 Rd",george.simon@raymondjames.com,,Salesforce
9618025,,Angel Hernandez,,,ahernandez@consimllc.com,,List import
10947119,Inactive Investor,Benjamin Gaff,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11073350,Inactive Investor,Carol Anderson,,"Osaic Wealth, Inc. Naperville IL Private Residence",,,Salesforce
9581776,,Thomas Kazak,,,thomas.kazak@cambridgesecure.com,,List import
11124190,Inactive Investor,Yuta Nishide,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,yuta.nishide@jpmorgan.com,,Salesforce
10931969,Inactive Investor,Aaren Strand,Director;Lead Advisor;Partner,Avier Wealth Advisors,aaren.strand@avieradvisors.com,,Salesforce
11030933,Inactive Investor,Kristen Trock,,J.P. Morgan Securities LLC Bainbridge Island WA 231 Winslow Way E,kristen.trock@jpmorgan.com,,Salesforce
10757635,Inactive Investor,Margaret Webb,,LPL Financial LLC Naples FL 4524 Silver Fox Dr,margaret.webb@lpl.com,,Salesforce
10911560,Inactive Investor,Rebecca Thrash,,State Farm VP Management Corp. Kennesaw GA 2305 Lewis St NW,rebeccathrash@statefarm.com,,Salesforce
71699,,Alan Dewitt,Financial Associate,Thrivent Investment Management Inc.,alan.dewitt@thrivent.com,920-785-4399,
9590912,,Gregory Schneiderman,,,gschneiderman@greshampartners.com,,List import
208419,,Douglas Simmang,"Financial Advisor, President",Turtle Creek Wealthcare,doug@turtlecreekwc.com,800-680-6120,
11048771,Inactive Investor,Tiffany Mcghee,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder,Pivotal Advisors LLC New York NY 530 Fashion Ave,tiffany@pivotal-advisors.com,,Salesforce
10951931,Inactive Investor,Melissa Ybarra,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",melissa.ybarra@usbank.com,,Salesforce
10818997,Inactive Investor,Joe Attinello,,J.P. Morgan Securities LLC Las Vegas NV 6120 W Tropicana Ave,joe.attinello@jpmorgan.com,,Salesforce
10868793,Inactive Investor,Elizabeth Smith,Financial Professional,PlanMember Securities Corporation Lake Oswego OR 16577 Boones Ferry Rd,,,Salesforce
178609,,Douglas McCall,Senior Compliance Analyst,[Unknown],dmccall@veritablelp.com, +1 610 640 9551,Database Upload
10906930,Inactive Investor,Edward Lynch,,"Raymond James Financial Services, Inc. Goshen NY 3 Coates Dr",edward.lynch@raymondjames.com,,Salesforce
9544176,,Chad Allen,,,c.allen@fi.com,,List import
11190948,Inactive Investor,Jonathan Vogel,Chief Compliance Officer;Financial Advisor;Partner;Vice President,"RetireWise Tax and Wealth Advisors, Inc.",jon@retirewisepath.com,,Salesforce
201825,,Curtis Romero,,CLR Energy,curtisromero68@gmail.com,505-492-5274,Organic Search
10860505,Inactive Investor,Marian Cassidy,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Oklahoma City OK 211 N Robinson Ave,mdcassidy@unitedplanners.com,,Salesforce
10611919,,Richard Granger,"Financial Advisor, Vice President",,rick.granger@morganstanley.com,,List Import
9564871,,Alton Thelwell,,,thelwell_alton@yahoo.co.uk,,List import
10757466,Inactive Investor,Jacqueline Lalonde,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Miami Beach FL 1691 Michigan Ave",jacqueline.lalonde@raymondjames.com,,Salesforce
106599,,Steven Flammey,"CFO, Chief Compliance Officer","Redwood Investments, Llc",sflammey@redwoodinv.com,617-467-3000,Manual List Upload
11063302,Inactive Investor,Glenn Escovedo,Financial Consultant,LPL Financial LLC Portland TX 1800 US Hwy 181,glenn.escovedo@lpl.com,,Salesforce
10852151,Inactive Investor,Joshua Winter,Agent,"Horace Mann Investors, Inc. Exton PA 120 E Uwchlan Ave",joshua.winter@horacemann.com,,Salesforce
10821236,Inactive Investor,Dawn Malkowski,Director - Planning,StraitGate Financial L.L.C. Northville MI 410 S Main St,,,Salesforce
10757026,Inactive Investor,Jia Jia Zhu,Senior Wealth Strategy Associate,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,jiajia.zhu@ubs.com,,Salesforce
11027455,Inactive Investor,Sam Hnilicka,,Cetera Investment Services LLC Ocala FL 3232 SW College Rd,,,Salesforce
11052866,Inactive Investor,John Metcalfe,Financial Advisor,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,john.t.metcalfe@ubs.com,,Salesforce
10965305,Inactive Investor,Tina Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",,,Salesforce
11101381,Inactive Investor,Rosario Chacon,Chief Compliance Officer;Founder;Principal Advisor,Wealth-Source Financial,,,Salesforce
10942452,Inactive Investor,Christopher Hill,Financial Advisor,LPL Financial LLC Boulder CO 2919 Valmont Rd,christopher.d.hill@lpl.com,,Salesforce
10951337,Inactive Investor,Adalix Siri,,Morgan Stanley New York NY 1585 Broadway,adalix.siri@morganstanley.com,,Salesforce
11217859,,Giovany Giron,,,giovany.giron@jpmorgan.com,,List Import
11021157,Inactive Investor,Spencer Downing,,Key Investment Services LLC Salt Lake City UT 4025 S Wasatch Blvd,spencer.downing@key.com,,Salesforce
11171704,Inactive Investor,Audie Flores,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,audie.flores@jpmorgan.com,,Salesforce
374731,,Rhonda Payne,,"Stratos Wealth Partners, Ltd",,,Salesforce
10894141,Inactive Investor,David Henderson,,"Mutual Securities, Inc. Saint Petersburg FL 147 2nd Ave S",david.henderson@mutualsecurities.com,,Salesforce
11063069,Inactive Investor,Felipe Chediak Bueno,Chief Compliance Officer;Owner,Uyana Partners LLC,felipe.chediak@insigniumgroup.com,,Salesforce
9594189,,Kasezga Tembo,,,kktembo@gmail.com,,List import
10953824,Inactive Investor,Paul Oflazian,,Vanguard Marketing Corporation,paul_oflazian@vanguard.com,,Salesforce
11086190,Inactive Investor,Charles Hays,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11204836,Inactive Investor,James Burke,Financial Advisor;Secretary;Senior Vice President;Shareholder;Vice President,"Sage, Rutty & Co., Inc.",,,Salesforce
339835,,David Aspell,Portfolio Manager,Mount Lucas Management Lp,da@mtlucas.com,267-759-3500,Manual List Upload
11254992,Inactive Investor,Jennie Wilber,Wealth Advisor,"GYL Financial Synergies, LLC Wayne PA 100 W Lancaster Ave",jwilber@gylfinsyn.com,,Salesforce
11132992,Inactive Investor,Ryan Heagen,,LPL Financial LLC Boca Raton FL 4600 N Dixie Hwy,ryan.heagen@lpl.com,,Salesforce
11209853,Inactive Investor,Richard Waters,,J.P. Morgan Securities LLC Midland TX 3209 Courtyard Dr,richard.waters@jpmorgan.com,,Salesforce
5064319,,sara jon,,,miveje4042@sopulit.com,,Web Form Fillout
10616122,,Oladipo Folami,,,dipo.folami@jpmorgan.com,,List Import
10768189,Inactive Investor,Charles Jackson,Chief Compliance Officer;Co-Founder;President,"Southeast Asset Advisors, LLC",cbjackson@lanigancpa.com,,Salesforce
11054189,Inactive Investor,Samuel Wheatley,Associate,Edward Jones Kingwood TX 2605 W Lake Houston Pkwy,,,Salesforce
10917462,Inactive Investor,Benjamin Broyles,Chief Compliance Officer;Manager;Member;Owner,"Broyles Advisory, LLC Dallas TX 5600 W Lovers Ln",,,Salesforce
11001040,Inactive Investor,Ayanna Ford-Bogan,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10902402,Inactive Investor,Khawaja Haris Saeed,,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
9554277,,Bradford Henderson,,,bhende19@gmail.com,,List import
10789285,Inactive Investor,Joseph Colaiacovo,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Morristown NJ 225 South St,joseph.m.colaiacovo@jpmorgan.com,,Salesforce
11114264,Inactive Investor,Hannah May,Analyst;Wealth Management Analyst,Rockefeller Financial LLC Chicago IL 227 W Monroe St,hmay@rockco.com,,Salesforce
11018425,Inactive Investor,Mark Patenaude,Investment Advisor,PNC Investments Fort Worth TX 9100 Benbrook Blvd,mark.patenaude@pnc.com,,Salesforce
10949927,Inactive Investor,Berkeley Meredith,Financial Advisor;Managing Partner,"Hughes Financial Services, LLC",bmeredith@h4fs.com,,Salesforce
10972211,Inactive Investor,Flora Javaherian,,J.P. Morgan Securities LLC Lafayette CA 3603 Mt Diablo Blvd,flora.javaherian@chase.com,,Salesforce
10799485,Inactive Investor,Anthony Campbell,Regional Vice President,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,anthony.campbell@primerica.com,,Salesforce
10841625,Inactive Investor,Robert Knobel,Senior Vice President,"Capitol Securities Management, Inc. Anderson SC 114 E Benson St",,,Salesforce
9549773,,Dale Ramsperger,,,dale@daleramsperger.com,,List import
11029859,Inactive Investor,Lauren Stinehour,Associate,Edward Jones Saint Johnsbury VT 481 Summer St,lauren.stinehour@edwardjones.com,,Salesforce
10880821,Inactive Investor,Justin Lotano,,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 28 Leroy Pl",justin.lotano@wellsfargoadvisors.com,,Salesforce
10781411,Inactive Investor,Brian Sullivan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wellesley Hills MA 55 William St,brian.sullivan@ubs.com,,Salesforce
9642665,,tom matsukata,,,matsukata.toshio@gmail.com,,List import
11073283,Inactive Investor,Susan Shacklette,Director;President;Principal,"Brownson, Rehmus & Foxworth, Inc.",sshacklette@brfinc.com,,Salesforce
9578715,,Henri Steenkamp,,,hsteenkamp@saratogapartners.com,,List import
11021293,Inactive Investor,Thomas Muscenti,Financial Advisor,LPL Financial LLC Mentor OH 8373 Mentor Ave,thomas.muscenti@lpl.com,,Salesforce
11146637,Inactive Investor,Peony Lo,,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",peony.lo@tfaconnect.com,,Salesforce
10824775,Inactive Investor,Antonio Loffreda-Mancinelli,,LPL Financial LLC Pittsburgh PA 401 Liberty Ave,antonio.mancinelli@lpl.com,,Salesforce
10596552,,Bridget Sullivan,,,bridget.sullivan@lpl.com,,Web Form Fillout
11068119,Inactive Investor,Thomas Alderson,Associate Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1600 S Main St",thomas.j.alderson@ampf.com,,Salesforce
10952792,Inactive Investor,Anna Rounds,,Jefferies LLC,arounds@jefferies.com,,Salesforce
11181679,Inactive Investor,Jared Roethlisberger,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,jared.roethlisberger@fidelity.com,,Salesforce
11136864,Inactive Investor,Michael Walsh,,"Cambridge Investment Research, Inc. Farmington CT 504 Main St",,,Salesforce
11089849,Inactive Investor,Alan Spencer,,"Avantax Investment Services, Inc. Allen TX Private Residence",,,Salesforce
9647307,,James Kelly,,,jameskelly@gigabyteinvestment.com,,List import
337160,,Gregory Garrett,Managing Director,Portfolio Advisors Llc,ggarrett@portad.com,203-662-3456,Manual List Upload
11076319,Inactive Investor,Christopher Wallen,Financial Advisor,Edward Jones Scottsdale AZ 18700 N Hayden Rd,christopher.wallen@edwardjones.com,,Salesforce
11166131,Inactive Investor,Elizabeth O'Malley,Financial Advisor,Edward Jones Choctaw OK 1654 S Choctaw Rd,elizabeth.omalley@edwardjones.com,,Salesforce
10824389,Inactive Investor,Wendy Sire,,"Wells Fargo Advisors Financial Network, LLC Great Falls MT Private Residence",wendy.sire@wfafinet.com,,Salesforce
11044362,Inactive Investor,Creg Miller,Financial Advisor,Edward Jones Brunswick GA 17 Professional Dr,creg.miller@edwardjones.com,,Salesforce
11212586,Inactive Investor,Angel Ventura,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,louisventura@ft.newyorklife.com,,Salesforce
195614,,Thijs Boere,,[Unknown],thijsboere@hotmail.com,,source
10532433,Active Investor,Ashley Wade,,Ashley Wade,ashley.wade199604@gmail.com,3184018206,Salesforce
10865906,Inactive Investor,Binh Nguyen,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",binh.nguyen@transamerica.com,,Salesforce
11067633,Inactive Investor,Kevin Kees,,PFS Investments Inc. Grand Junction CO 101 S 3rd St,kevin.kees@primerica.com,,Salesforce
11132063,Inactive Investor,David Conroy,,"Transamerica Financial Advisors, Inc",david.conroy@transamerica.com,,Salesforce
213753,,Thomas Zack,,SoundView Brokers,tlzack27@gmail.com,80 575900,
10997894,Inactive Investor,Landon Cole,,"Osaic Wealth, Inc. Huntsville AL 1101 McMurtrie Dr NW",,,Salesforce
11063995,Inactive Investor,Peter Chung,,"Kestra Investment Services, LLC Austin TX 1250 S Capital of Texas Hwy",pchung@nfp.com,,Salesforce
11235042,Inactive Investor,Erika Ferris,Relationship Manager,Allied Investment Advisors LLC,erika@alliedinvest.net,,Salesforce
11210211,Inactive Investor,Nimshi Perera,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",nimshi.perera@nm.com,,Salesforce
11061179,Inactive Investor,Bryan Beers,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg VA 266 McLaws Cir",bryan.beers@ml.com,,Salesforce
10967604,Inactive Investor,Jessica Price,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11145213,Inactive Investor,Heidi Lange Missett,Financial Advisor,"Wells Fargo Clearing Services, LLC Wheeling WV 2001 Main St",heidi.koler@wellsfargoadvisors.com,,Salesforce
9603705,,Violeta Moroka,,,violetka.vm@gmail.com,,List import
10950712,Inactive Investor,Andrea Carson,,"Transamerica Financial Advisors, Inc Houston TX 13831 Northwest Fwy",andrea.carson@tfaconnect.com,,Salesforce
11233629,Inactive Investor,Paul Moonan,Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
11070445,Inactive Investor,Sean O'Reilly,Chief Compliance Officer;Chief Operating Officer;Partner,FFG Retirement Counseling,,,Salesforce
11031016,Inactive Investor,Jeffrey Fox,Financial Advisor,LPL Financial LLC Erie PA 3303 W 26th St,jeffrey.fox@lpl.com,,Salesforce
10972485,Inactive Investor,Thomas Wright,,Broadway Wealth Solutions,,,Salesforce
11135272,Inactive Investor,Jeffrey Frashuer,,"Wells Fargo Clearing Services, LLC Colorado Springs CO 410 S Cascade Ave",,,Salesforce
11053625,Inactive Investor,Jackson Stabile,Financial Advisor,"Ameriprise Financial Services, LLC Hamburg PA 607 S 4th St",jackson.stabile@ampf.com,,Salesforce
11087481,Inactive Investor,Rosa Velez Cancel,,PFS Investments Inc. Guaynabo Calle Romerillo,rvelez-cancel@primerica.com,,Salesforce
10987910,Inactive Investor,Karina Trulla-Mualem,,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 1 Financial Plz",,,Salesforce
10807718,Inactive Investor,Harry Bald,Regional Vice President,PFS Investments Inc. Riverside CA 1855 Chicago Ave,harry.bald@primerica.com,,Salesforce
10891680,Inactive Investor,Brian Holtrop,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11100347,Inactive Investor,Amanda Corry,,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,,,Salesforce
10902294,Inactive Investor,Randall White,Associate Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 2220 Award Winning Way",randall.white@ampf.com,,Salesforce
11123717,Inactive Investor,Arlo Hanley,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",arlo.hanley@ampf.com,,Salesforce
11236357,Inactive Investor,Christopher Nguyen,District Manager;Financial Advisor,McAdam LLC Vienna VA 8000 Towers Crescent Dr,chris.nguyen@mcadamfa.com,,Salesforce
11236586,Inactive Investor,Austin Myers,Wealth Management Advisor,Cedrus LLC,amyers@cedrusfinancial.com,,Salesforce
9630291,,Curan Gandhi,,,cgandhi96@gmail.com,,List import
11117866,Inactive Investor,Linda Bumbalo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",linda.bumbalo@ml.com,,Salesforce
10818227,Inactive Investor,Charles Porter,Senior Investment Advisor,Canon Capital Investment Advisory,cporter@canoncapital.com,,Salesforce
10974298,Inactive Investor,Steven Houser,,"Coordinated Capital Securities, Inc. Shawnee KS Private Residence",,,Salesforce
11125757,Inactive Investor,Dorothea Hill,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9614003,,Hiroshi Harada,,,hiroshi.harada@lighthousepartners.com,,List import
10984573,Inactive Investor,Michael Skibbe,,"Navy Federal Investment Services, LLC Jacksonville NC 1171 Western Blvd",michael_skibbe@navyfederal.org,,Salesforce
11110822,Inactive Investor,Rebecca Milord,,"Transamerica Financial Advisors, Inc Cincinnati OH 4357 Ferguson Dr",rebecca.milord@transamerica.com,,Salesforce
9645513,,Reddy Garu,,,amreddy69@outlook.com,,List import
10861149,Inactive Investor,Dorothy Boddy,,PFS Investments Inc. Silver Spring MD 8115 Fenton St,dorothy.boddy@primerica.com,,Salesforce
11109761,Inactive Investor,Salvatore Bocchimuzzo,,LPL Financial LLC Saugerties NY 3180 Rte 9w,s.bocchimuzzo@lpl.com,,Salesforce
203026,,Sheldon St Clair,,[Unknown],spstclair@aol.com,,Direct
11078971,Inactive Investor,Albert Russo,,"Osaic Wealth, Inc. Whitehouse Station NJ 472 US Hwy 22 W",,,Salesforce
11201213,Inactive Investor,Nino Pavan,Financial Advisor;President;Regulatory Contact,Financial Designs Corporation,nino@fdcadvisors.com,,Salesforce
11110648,Inactive Investor,Matthew Gordon,Financial Advisor,"Wells Fargo Clearing Services, LLC Saddle Brook NJ 358 Market St",matthew.gordon@wellsfargo.com,,Salesforce
11236319,Inactive Investor,Rachel Neblett,Financial Advisor,CapStar Financial Services LLC,rachel@capstarfinancial.com,,Salesforce
10767923,Inactive Investor,Arthur Gray,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",art.gray@wellsfargoadvisors.com,,Salesforce
10972481,Inactive Investor,Jeannette Bajalia,,Prosperity Capital Advisors Jacksonville FL 4655 Salisbury Rd,,,Salesforce
345633,,Amy Rice,Client Relationship Consultant,Shepherd Financial Investment Advisory Llc,arice@shepherdfin.com,317-975-5033,Manual List Upload
10918328,Inactive Investor,James Redmond,Financial Advisor,Edward Jones Cleveland OH 5564 Wilson Mills Rd,jim.redmond@edwardjones.com,,Salesforce
11092452,Inactive Investor,Mario Russo,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10897064,Inactive Investor,Becky Fansher,,"Northwestern Mutual Investment Services, LLC Elm Grove WI 500 Elm Grove Rd",becky.fansher@nm.com,,Salesforce
11073197,Inactive Investor,Jonathan Tull,Principal,"Meritas Advisors, LLC",,,Salesforce
11024878,Inactive Investor,John Mitchell,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Portfolio Management Director,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,john.r.mitchell@morganstanley.com,,Salesforce
124337,,Brian Wiedermann,Senior Wealth Manager,"Plancorp, Llc",bwiedermann@plancorp.com,636-532-7824,
10830811,Inactive Investor,Eric Justis,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Clarkston WA 518 Diagonal St,eric.justis@morganstanley.com,,Salesforce
10989878,Inactive Investor,Sennen Healy,,Jefferies LLC,shealy@jefferies.com,,Salesforce
10991321,Inactive Investor,Christopher Stutes,Client Service Specialist,"Ameriprise Financial Services, LLC Lafayette LA 3909 Ambassador Caffery Pkwy",christopher.stutes@ampf.com,,Salesforce
11103112,Inactive Investor,Anne Morgan,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,amorgan@rwbaird.com,,Salesforce
9557673,,robina rusu,,,rtyyj@gmail.com,,List import
11107959,Inactive Investor,Samara Barnett,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,samara_barnett@vanguard.com,,Salesforce
10979768,Inactive Investor,John Martin,,NYLIFE Securities LLC Raleigh NC 4140 Parklake Ave,jpmartin01@ft.newyorklife.com,,Salesforce
10761714,Inactive Investor,Robert Bancroft,Family Wealth Director;Lending Specialist;Managing Director;Private Wealth Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,robert.bancroft@morganstanley.com,,Salesforce
11059635,Inactive Investor,Jonathan Hurm,Vice President,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",jonathan.hurm@equitable.com,,Salesforce
10776035,Inactive Investor,Samuel Hale,Investment Manager;Relationship Manager,Century Management Financial Advisors Santa Barbara CA 109 Coronada Cir,shale@cm-ic.com,,Salesforce
11160713,Inactive Investor,Eduar Fernandez,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,,,Salesforce
168905,,John DeGrace,,[Unknown],degracejohn@comcast.net,,Other
11162519,Inactive Investor,Harsha Patel,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,hpatel00@ft.newyorklife.com,,Salesforce
10851185,Inactive Investor,Kate Luang,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
337241,,Stephen Weiss,Managing Partner & CIO,Short Hills Capital,sweiss@shorthillscap.com,,product
10656128,,Joshua Miller,,,jmiller@midwesternsecurities.com,,List import
11104015,Inactive Investor,Daniel Godoy,,Avenue Securities LLC,daniel.godoy@avenue.us,,Salesforce
128405,,Anne Miller,,"Hightower Advisors, Llc",amiller@hightoweradvisors.com,(973) 245-4661,
11002873,Inactive Investor,Tetiana Boiko,,J.P. Morgan Securities LLC Annapolis MD 2307 Forest Dr,tetiana.boiko@jpmorgan.com,,Salesforce
10929332,Inactive Investor,Laura Brown,Member,Addington Financial Group LLC,,,Salesforce
10877548,Inactive Investor,Douglas Beck,,"Wells Fargo Clearing Services, LLC Paoli PA 24 E Lancaster Ave",douglas.beck@wellsfargoadvisors.com,,Salesforce
9547591,,Philip Olstein,,,olstein.philip@principal.com,,List import
10831014,Inactive Investor,Milton Schwartz,Financial Advisor,&Partners Sumter SC 10 Miller Rd,milton.schwartz@andpartners.com,,Salesforce
10889751,Inactive Investor,Anthony Castano,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
11083738,Inactive Investor,Aurelia Detwiler,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",aurelia.detwiler@ml.com,,Salesforce
10488046,,Kristina Lake-Bell,Regulatory Contact,"Fortune Wealth Management, LLC",kristina@fortunewealthmanagement.com,,List Import
341299,,Lawrence Collins,Managing Director,"Alex. Brown Realty, Llc",lee.collins@abrealty.com,410-727-4083,Manual List Upload
9598311,,Jeffrey Wang,,,jeff.wang@kelmarcapital.com,,List import
374640,,Madison Jones,,,madisonwj@gmail.com,2292241655,Salesforce
11119653,Inactive Investor,Samantha Merrick,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,,,Salesforce
11230578,Inactive Investor,Richard Debono,,"Vanderbilt Securities, LLC Granite Bay CA 9960 Village Center Dr",,,Salesforce
11151585,Inactive Investor,Ching Wong,Private Client Advisor,J.P. Morgan Securities LLC Scarsdale NY 20 Palmer Ave,iris.m.wong@jpmorgan.com,,Salesforce
203115,,Jongbaek Park,,[Unknown],jb.park@bkl.co.kr,,Direct
10871412,Inactive Investor,Gena Wolbrecht,,Cetera Investment Services LLC,gena.wolbrecht@ceterais.com,,Salesforce
10984223,Inactive Investor,Ayana ONeal,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,ayana.richards@primerica.com,,Salesforce
373197,,THEOPHILE JOUANNO,,[Unknown],theo.jouanno@gmail.com,,source
10926188,Inactive Investor,Ryan Weiss,Chief Compliance Officer;Founder,Ballast Wealth LLC,,,Salesforce
9585977,,wu kim,,,kimwu0451@gmail.com,,List import
11088454,Inactive Investor,Ryan Wizov,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Blue Bell PA 790 Penllyn Blue Bell Pike",ryan.d.wizov@ampf.com,,Salesforce
11052744,Inactive Investor,Scott Peterson,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor;Managing Member;Owner;Principal,"Peterson Wealth Advisors, LLC",scott@petersonwealth.com,,Salesforce
10928450,Inactive Investor,Thomas Boyd,,"MML Investors Services, LLC Chattanooga TN 5726 Marlin Rd",,,Salesforce
9555277,,Kurt Dyken,,,kurt@lifeworksadvisors.com,,List import
9640333,,Yves Keller,,,yves.keller@gsbanque.ch,,List import
10619652,,Joyce Kelley,,,jkelley@gvcaponline.com,,List Import
3402111,,Durraj Tase,,DT Investments LLC,durraj@dtinvestmentsllc.com,2013206593,Web Form Fillout
10695815,,Joseph Sammarco,,FIRST MANHATTAN CO,jsammarco@firstmanhattan.com,,List import
10912419,Inactive Investor,Cherie Brannan-Russell,,"Farmers Financial Solutions, LLC Fort Worth TX 4200 S Hulen St",,,Salesforce
10896074,Inactive Investor,Erin Rainwater,Vice President,Commonwealth Financial Network,erainwater@commonwealth.com,,Salesforce
11123726,Inactive Investor,Daniel Ciuro,Financial Advisor,Edward Jones Cocoa FL Private Residence,daniel.ciuro@edwardjones.com,,Salesforce
10926526,Inactive Investor,Jake Gauruder,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,jake.gauruder@fmr.com,,Salesforce
10825393,Inactive Investor,Michael Franklin,,"Osaic Wealth, Inc. Oakmont PA 420 Allegheny River Blvd",,,Salesforce
352373,,Kim Roberts,Office Manager,"Integrated Wealth Advisory Services, Inc.",kroberts@integratedwealthkc.com,913-491-4908,Manual List Upload
10898252,Inactive Investor,Jacob Warner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11017352,Inactive Investor,Julian Dubon,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,jdubon@primerica.com,,Salesforce
11006637,Inactive Investor,Christine Stroud,,"American Fidelity Securities, Inc.",,,Salesforce
11138930,Inactive Investor,Josiah Nelson,Financial Advisor,"Ameriprise Financial Services, LLC Missoula MT 2615 Connery Way",josiah.e.nelson@ampf.com,,Salesforce
11117048,Inactive Investor,Suzanne Rust,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,suzanne.rust.h0qf@statefarm.com,,Salesforce
11089453,Inactive Investor,Thomas Hentschel,Financial Advisor,LPL Financial LLC Mokena IL 19065 Hickory Creek Dr,thomas.hentschel@lpl.com,,Salesforce
11038988,Inactive Investor,Tonya Ratican,,Cetera Investment Services LLC,,,Salesforce
370536,,Ken McGuire,,United States,kmcguire@sbcglobal.net,,Salesforce
11018406,Inactive Investor,Jennifer Williams,,Jefferies LLC,jwilliams@jefferies.com,,Salesforce
10911949,Inactive Investor,Gilberto Bermea,Financial Advisor,Commonwealth Financial Network Laredo TX 121 Calle Del Norte,gbermea@commonwealth.com,,Salesforce
10657398,,John Skryd,,,john.skryd@equitable.com,,List Import
11236633,Inactive Investor,Shelby Miller,Financial Advisor,"Team Hewins, LLC Boca Raton FL 2255 Glades Rd",shelbym@teamhewins.com,,Salesforce
9559689,,Michael Khoury,,,michael.khoury@lfg.com,,List import
11153854,Inactive Investor,Keoni Hudson-Rasmussen,,"Raymond James Financial Services, Inc. Portland OR 6855 SW Baylor St",keoni.hudson-rasmussen@raymondjames.com,,Salesforce
10858220,Inactive Investor,David House,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",david.house@ml.com,,Salesforce
10953043,Inactive Investor,Carl Lindewall,,Fidelity Brokerage Services LLC,,,Salesforce
11139544,Inactive Investor,Joseph Lentine,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,joe.lentine@fmr.com,,Salesforce
11190198,Inactive Investor,Stephen Croghan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Flemington NJ 349 State Rte 31",stephen.j.croghan@ampf.com,,Salesforce
9562943,,Bruce Jones,,,bruce.jones@pfs-inc.com,,List import
10820973,Inactive Investor,Jason Freiwald,Financial Advisor,"Ameriprise Financial Services, LLC Chandler AZ 1490 S Price Rd",jason.freiwald@ampf.com,,Salesforce
10658016,,Gerald Crews,,,gerald.crews@lpl.com,,List Import
9627930,,Boby Giant,,,mr.zobun55@mukdal.com,,List import
10658469,,Dylan Heathman,,,dylan.heathman@fidelity.com,,List Import
10778868,Inactive Investor,Douglas Nachman,Chairman Emeritus;Financial Advisor,"Smith, Moore & Co. Chesterfield MO 16305 Swigley Ridge Rd",dnachman@smithmoore.com,,Salesforce
9625524,,Kilian Koepsell,,,koepsell@gmail.com,,List import
11025169,Inactive Investor,Khori Hooks,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,khooks@ft.newyorklife.com,,Salesforce
11020856,Inactive Investor,John Guion,,"Bankers Life Securities, Inc. Jacksonville FL 6620 Southpoint Dr S",john.guion@bankerslife.com,,Salesforce
10880306,Inactive Investor,Robert Oswald,,"Northwestern Mutual Investment Services, LLC Salisbury NC 100 W Innes St",robert.oswald@nm.com,,Salesforce
11133247,Inactive Investor,Waheed Ahmed,Private Client Banker,J.P. Morgan Securities LLC New York NY 360 Park Ave,waheed.ahmed@jpmorgan.com,,Salesforce
9569175,,Sarah Willson,,,sarah.willson@thrivent.com,,List import
10974897,Inactive Investor,Joseph Webb,,Vanguard Marketing Corporation,joseph_webb@vanguard.com,,Salesforce
10768825,Inactive Investor,Joseph Wiggins,Chief Compliance Officer;Managing Director,Wealthspire Advisors,jswiggins@acgworldwide.com,,Salesforce
11023281,Inactive Investor,David Walker,,"Fortress Private Ledger, LLC",,,Salesforce
10983581,Inactive Investor,Patrick McNeil,,"Osaic Wealth, Inc. Eureka MO Private Residence",,,Salesforce
11115636,Inactive Investor,Christopher Freeborn,,Fidelity Brokerage Services LLC,,,Salesforce
9576404,,Connie Mack,,,connie@riaadvisors.com,,List import
370560,,Grace Ge,,China,grace_ge2000@yahoo.com,,Salesforce
9628280,,Tina Ye,,,tina.ye@schwab.com,,List import
11148204,Inactive Investor,Kelly Davies,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11150720,Inactive Investor,Thomas Kliethermes,Financial Advisor,Edward Jones Fairmont WV 419 Fairmont Ave,tom.kliethermes@edwardjones.com,,Salesforce
10839956,Inactive Investor,Stephanie Higginbotham,,"Avantax Investment Services, Inc. Lafayette LA 2000 Kaliste Saloom Rd",,,Salesforce
11154612,Inactive Investor,Donna Lavin,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,donna.lavin.pptt@statefarm.com,,Salesforce
11111842,Inactive Investor,Kenneth Kistler,,Thrivent Investment Management Inc. Andover KS Private Residence,ken.kistler@thrivent.com,,Salesforce
10856218,Inactive Investor,Jerry Hoffmann,Managing Partner,Hoffmann Hermanson,jhoffmann@hoffmannhermanson.com,,Salesforce
11001489,Inactive Investor,Holly Welton,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,hrwelton@ft.newyorklife.com,,Salesforce
10954793,Inactive Investor,Austin Buben,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11155200,Inactive Investor,Claire Donohue,,Lazard Asset Management Securities LLC,,,Salesforce
10864870,Inactive Investor,Kevin Christoffers,,"FBL Marketing Services, LLC Atwater MN 408 US Hwy 12 W",kchristoffers@fbfs.com,,Salesforce
10929229,Inactive Investor,Timothy Garber,,"Stifel Independent Advisors, LLC Murraysville GA Private Residence",garbert@stifelindependence.com,,Salesforce
10571946,,David Massart,,,21crushed@gmail.com,,Web Form Fillout
122120,,Richard Robertson,Financial Professional,"Pruco Securities, LLC.",richard.robertson@prudential.com,513-984-6600,
348150,,Frederick Fischer,President,Fischer Financial Services Inc,ffischer@fischerfinancialservices.com,717-233-8901,Manual List Upload
9546070,,ding chun,,,dchun@crcm.com,,List import
10395410,,oscar reyes,,,shekakyshe@gmail.com,,Web Form Fillout
10659899,,Peter Babilla,,,pete.babilla@lpl.com,,List Import
11047157,Inactive Investor,Todd Youngs,Associate Partner;Wealth Advisor,Corient Saint Petersburg FL 100 2nd Ave S,todd.youngs@corient.com,,Salesforce
11153390,Inactive Investor,Wayne Bernardo,,"Saxony Securities, Inc. Evergreen CO Private Residence",,,Salesforce
10696133,,Rocio Harb,,Investment Placement Group,rharb@ipgsd.com,,List Import
10932516,Inactive Investor,Abraham Fried,Financial Professional,"MML Investors Services, LLC Brooklyn NY 9920 4th Ave",afried@financialguide.com,,Salesforce
9549883,,David Feder,,,david.feder@point72.com,,List import
9992839,,Richard Laws II,,,r2a1ogs@gmail.com,,Web Form Fillout
10814796,Inactive Investor,Lisa Brown,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",lisa.l.brown@ampf.com,,Salesforce
10768366,Inactive Investor,Juan Uribe,Regional Vice President,PFS Investments Inc. Springfield VA 7406 Alban Station Ct,juan.uribe@primerica.com,,Salesforce
11194048,Inactive Investor,Araba Bolton,,NYLIFE Securities LLC Windsor CT 100 Northfield Dr,abolton@ft.newyorklife.com,,Salesforce
11103414,Inactive Investor,John Cory,Financial Consultant;Member,"Asset Accumulation, Protection, Preservation and Transfer, LLC",jcory@aptjac.com,,Salesforce
9547705,,Devyn Duex,,,devyn.duex@pensionmark.com,,List import
11082106,Inactive Investor,Neimi Mousa,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
11043808,Inactive Investor,Kerstin Brown,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",kerstin.brown@stifel.com,,Salesforce
10975586,Inactive Investor,Sarah Gilbert,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10494137,,Oliver Shirbini,,Jane Street,oshirbini@janestreet.com,,List Import
11104928,Inactive Investor,Steven Post,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,steven.post@ubs.com,,Salesforce
11184018,Inactive Investor,Diane Biegler,Regional Vice President,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,diane.biegler@primerica.com,,Salesforce
48308,,Kevin VandenBerg,"Managing Member, Owner, CEO, CCO",Apogee Investment Management,kev@aim4apogee.com,315-380-0957,Manual List Upload
11113295,Inactive Investor,Noah Cralle,,Thurston Springer Financial,ncralle@thurstonspringer.com,,Salesforce
10804888,Inactive Investor,Andre Prince,Regional Vice President,PFS Investments Inc. Sarasota FL 5602 Marquesas Cir,aprince@primerica.com,,Salesforce
11057422,Inactive Investor,Joel Dillis,Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",joel.dillis@tiaa.org,,Salesforce
10813358,Inactive Investor,Stanley Korn,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",stosh.korn@nm.com,,Salesforce
10835341,Inactive Investor,Ronald Papa,President,"Mercury Capital Management, Inc.",,,Salesforce
11066259,Inactive Investor,Bradley Kaufman,,"TradeStation Securities, Inc.",bkaufman@tradestation.com,,Salesforce
10964855,Inactive Investor,Jason Muchortow,,"Avantax Investment Services, Inc. Rochester MI 800 W University Dr",,,Salesforce
9599291,,Carl Stoops,,,carl@stoopscompany.com,,List import
11217100,,Cynthia Lee,,,cynthia.lee@nb.com,,Other
10827485,Inactive Investor,Adam Fuelleman,Private Wealth Advisor;Senior Vice President,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,adam.fuelleman@ubs.com,,Salesforce
10400178,,Tam Nguyen,,,nguyent9999@gmail.com,,Web Form Fillout
9541874,,Olawole Isijola,,,ok.isijola@gmail.com,,List import
204331,,Alexandre Gomes,,Ludolf Consultoria,aludolf@gmail.com,(551) 198-7118,Direct
11204474,Inactive Investor,Leslie North,Financial Advisor,HighPoint Planning Partners Chicago IL 77 W Wacker Dr,,,Salesforce
10797845,Inactive Investor,Brian Valente,Financial Professional,"Equitable Advisors, LLC Pelham NY Private Residence",brian.valente@equitable.com,,Salesforce
11062723,Inactive Investor,Jennifer Daly,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jennifer.daly@wellsfargoadvisors.com,,Salesforce
10913834,Inactive Investor,Larry Barber,,"Osaic Wealth, Inc. Du Bois PA 196 W Dubois Ave",,,Salesforce
10613624,,Jason Kubica,"Financial Advisor, Senior Vice President - Wealth Management",,jason.kubica@ubs.com,,List Import
10999251,Inactive Investor,Jose Arguello,Wealth Management Intern,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,,,Salesforce
9558959,,John Philp,,,erikphilp@gmail.com,,List import
11060520,Inactive Investor,Kevin Tran,,LPL Financial LLC Pico Rivera CA 8810 Whittier Blvd,kevin.tran@lpl.com,,Salesforce
372018,,Matthew Goldman,,United States,mattg1017@gmail.com,,Salesforce
11204589,Inactive Investor,Benjamen Haskell,,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",,,Salesforce
10924684,Inactive Investor,Janelyne Ho,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Winter Park FL 1035 S Semoran Blvd",janelyne.ho@tfaconnect.com,,Salesforce
10766920,Inactive Investor,Henry Sackler,Associate Vice President;Financial Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,henry.sackler@morganstanley.com,,Salesforce
10975117,Inactive Investor,Kyle Doyle,,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",kyle.doyle@lfg.com,,Salesforce
10757913,Inactive Investor,Richard Hoerlein,Private Wealth Advisor,"Ameriprise Financial Services, LLC Opelika AL 2104 Executive Park Dr",,,Salesforce
10940675,Inactive Investor,Peter D'Amato,,"Allstate Financial Services, LLC Commack NY 129 Commack Rd",peterdamato@allstate.com,,Salesforce
10948922,Inactive Investor,Lizzu Castaneda-Dulyx,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
10835682,Inactive Investor,Mary McEvoy-Dockeray,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,mary.mcevoydockeray@morganstanley.com,,Salesforce
10831573,Inactive Investor,Terry Muse,,NYLIFE Securities LLC Johnson City TN Private Residence,tmuse@ft.newyorklife.com,,Salesforce
10967951,Inactive Investor,Steven Chatman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
87642,,Wilton Bacon,Financial Consultant,"SunTrust Advisory Services, Inc.",jack.bacon@suntrust.com,561-362-3532,
11260121,Inactive Investor,Dilshad Rahmonov,,NYLIFE Securities LLC Brooklyn NY 2711 Coney Island Ave,drahmonov@ft.newyorklife.com,,Salesforce
11052531,Inactive Investor,Nataly Serrano,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,nserrano@primerica.com,,Salesforce
5222986,,Jonathan Boltz,,,jon@than.bz,,Web Form Fillout
9555320,,Michael Robinson,,,robinson@ridgeviewasset.com,,List import
10612411,,Michael Fasano,"Financial Advisor, Vice President",,michael.fasano@ampf.com,,List Import
10921755,Inactive Investor,Geoff Johnson,,LPL Financial LLC Duncan OK 16 S 9th St,geoff.johnson@lpl.com,,Salesforce
10831645,Inactive Investor,Peter Weil,Financial Professional,LPL Financial LLC Saint Petersburg FL Private Residence,peter.weil@lpl.com,,Salesforce
10911510,Inactive Investor,Jared Redfield,Financial Consultant,"Tidemark, LLC",jared@tidemarkfp.com,,Salesforce
10921819,Inactive Investor,Andrew Vanore,Vice President - Wealth Management,"Raymond James & Associates, Inc. Greensboro NC 804 Green Valley Rd",andrew.vanore@raymondjames.com,,Salesforce
10964480,Inactive Investor,Bushra Nawaz,,"Wells Fargo Clearing Services, LLC Pleasanton CA 4767 Hopyard Rd",,,Salesforce
9634800,,Amanda Haas,,,ahaas@levelequity.com,,List import
10851729,Inactive Investor,Elizabeth Palmer,Financial Advisor,"Ameriprise Financial Services, LLC Wasilla AK 2801 E Palmer Wasilla Hwy",elizabeth.palmer@ampf.com,,Salesforce
10613075,,Samantha Price-Koontz,"Senior Financial Advisor, Senior Vice President",,samantha_price@ml.com,,List Import
5435913,,Michael Minhas,,,michaelmcm012@gmail.com,,Web form fillout
10648419,,Nicholas Manna,,,nicholas.manna@fmr.com,,List Import
10487240,,Karol Evans,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",karol_evans@ml.com,,List Import
11078580,Inactive Investor,William Stevenson,Branch Manager;Vice President - Investments,"Raymond James & Associates, Inc. Panama City FL 101 W 5th St",billy.stevenson@raymondjames.com,,Salesforce
11199964,Inactive Investor,Sean McGlinn,Financial Advisor;Vice President,Morgan Stanley Salem OR 4285 Commercial St SE,,,Salesforce
11055010,Inactive Investor,David Ferguson,,"Avantax Investment Services, Inc. Pleasantville NJ 1520 S Main St",fergusond@myavantax.com,,Salesforce
9581784,,dominic khamala,,,domi900@yahoo.com,,List import
11115939,Inactive Investor,Jennifer Davey,Wealth Management Associate,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,jennifer.davey@ubs.com,,Salesforce
10890652,Inactive Investor,Joseph Heintzelman,Financial Advisor,Edward Jones Eustis FL 24424 State Road 44,joseph.heintzelman@edwardjones.com,,Salesforce
10906604,Inactive Investor,Joseph Carrington,First Vice President,"Raymond James & Associates, Inc. Columbia SC 1230 Main St",jac.carrington@raymondjames.com,,Salesforce
10812485,Inactive Investor,Richard Weintraub,Financial Advisor,LPL Financial LLC Boulder CO 4430 Arapahoe Ave,richard.weintraub@lpl.com,,Salesforce
9583543,,Daniel Hurnik,,,hurnik@upei.ca,,List import
11205121,Inactive Investor,Paul Love,,"MML Investors Services, LLC Columbia MD 6721 Columbia Gateway Dr",plove@massmutual.com,,Salesforce
10950879,Inactive Investor,Nathan Sullivan,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10975835,Inactive Investor,Yahaira Maldonado,,"Lion Street Financial, LLC Tyler TX 1828 E Southeast Loop 323",ymaldonado@lionstreet.com,,Salesforce
10945968,Inactive Investor,Samantha Williams,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,samantha.williams@fidelity.com,,Salesforce
11206597,Inactive Investor,Eugene Schulfer,,LPL Financial LLC Stevens Point WI 1417 Main St,eugene.schulfer@lpl.com,,Salesforce
10837813,Inactive Investor,Paul Adamo,,LPL Financial LLC Melville NY 445 Broadhollow Rd,paul.adamo@lpl.com,,Salesforce
10759778,Inactive Investor,Donna Kozuch,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",donna_kozuch@ml.com,,Salesforce
10802233,Inactive Investor,David Hennings,,Stonex Securities Inc. Oak Park IL Private Residence,,,Salesforce
11091214,Inactive Investor,Eshaan Chawla,,Fidelity Brokerage Services LLC,,,Salesforce
9599914,,Deidre Budahl,,,deidrebudahl@honkamp.com,,List import
11011411,Inactive Investor,Robin Brown,,State Farm VP Management Corp. Louisville KY 4209 Shelbyville Rd,,,Salesforce
10826472,Inactive Investor,David Arquilla,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",david.arquilla@wellsfargoadvisors.com,,Salesforce
10988654,Inactive Investor,Justin Davenport,Senior Financial Advisor,"The Welch Group, LLC",justin@welchgroup.com,,Salesforce
10936716,Inactive Investor,Vincent Paone,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10777843,Inactive Investor,Bradford Klein,Financial Advisor;Senior Vice President - Wealth Management,"Ameriprise Financial Services, LLC Beaumont TX 2615 Calder St",bradford.klein@ubs.com,,Salesforce
10923712,Inactive Investor,Matthew Mccormick,Financial Advisor,LPL Financial LLC Powhatan VA 2351 Anderson Hwy,matthew.mccormick@lpl.com,,Salesforce
11085492,Inactive Investor,Titanya Watters,Vice President,Neuberger Berman BD LLC,titanya.watters@nb.com,,Salesforce
9563546,,Craig Holm,,,cholm@focusfinancial.com,,List import
10811026,Inactive Investor,Kenneth Tarrant,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley San Rafael CA 1101 5th Ave,kenneth.tarrant@morganstanley.com,,Salesforce
11026084,Inactive Investor,Alan Palfi,,"Farmers Financial Solutions, LLC Greenbrae CA 919 Sir Francis Drake Blvd",,,Salesforce
346850,,Michael Barr,Partner,"Sterling Investment Partners Advisers, Llc",barr@sterlinglp.com,203-226-8711,Manual List Upload
11030209,Inactive Investor,Benjamin Gelt,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",,,Salesforce
10805413,Inactive Investor,William Ferguson,Financial Advisor,LPL Financial LLC Sewickley PA 1605 Carmody Ct,william.ferguson@lpl.com,,Salesforce
10961947,Inactive Investor,Mitchell Bertonneau,Investment Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10853507,Inactive Investor,James Donoghue,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dunedin FL 595 Main St",patrick.donoghue@ampf.com,,Salesforce
10926976,Inactive Investor,Omar Daoud,Investment Consultant,"Charles Schwab & Co., Inc. Spring TX 1599 Lake Robbins Dr",,,Salesforce
10658025,,Steven Ostrander,,,steven.ostrander@lpl.com,,List Import
11104138,Inactive Investor,Lourdes Nat,,J.P. Morgan Securities LLC Katy TX 1565 S Mason Rd,lourdes.m.nat@jpmorgan.com,,Salesforce
10936483,Inactive Investor,Joseph Borriello,Assistant Vice President,LPL Financial LLC Las Vegas NV Private Residence,joseph.borriello@lpl.com,,Salesforce
10827790,Inactive Investor,Jillian Kennedy,,Goldman Sachs & Co.,,,Salesforce
10922288,Inactive Investor,Julia Kane,Senior Relationship Advisor Associate,William Blair,jkane@williamblair.com,,Salesforce
11113282,Inactive Investor,Kyle Oberbroeckling,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10919120,Inactive Investor,Heidi Hanson,,Commonwealth Financial Network,,,Salesforce
10992265,Inactive Investor,Kayla Smalley,,"Northwestern Mutual Investment Services, LLC Mc Cook NE 120 W C St",kayla.smalley@nm.com,,Salesforce
10860769,Inactive Investor,Keith Ridgway,,"Allstate Financial Services, LLC Lexington SC 403 N Lake Dr",kridgway@allstate.com,,Salesforce
11168210,Inactive Investor,Katherine Kippen,Wealth Strategy Associate,UBS Financial Services Inc. Concord NH 11 S Main St,katherine.kippen@ubs.com,,Salesforce
11187323,Inactive Investor,Bryce Wergeland,Financial Advisor,LPL Financial LLC Minneapolis MN 7760 France Ave S,bryce.wergeland@lpl.com,,Salesforce
10772591,Inactive Investor,Robert O'Brien,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",robert_obrienjr@ml.com,,Salesforce
11142978,Inactive Investor,Jennifer Yambor,,J.P. Morgan Securities LLC Libertyville IL 140 W Cook Ave,jennifer.yambor@jpmorgan.com,,Salesforce
11183478,Inactive Investor,Robert Barnes,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",robert.barnes@wellsfargoadvisors.com,,Salesforce
10858395,Inactive Investor,Grady Huke,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Joplin MO 2819 E 29th St",grady.huke@wellsfargoadvisors.com,,Salesforce
11089385,Inactive Investor,Iliana Florian,,J.P. Morgan Securities LLC Long Beach CA 5200 E 2nd St,iliana.florian@chase.com,,Salesforce
10978569,Inactive Investor,Brian Okonski,,LPL Financial LLC,brian.okonski@lpl.com,,Salesforce
11091882,Inactive Investor,George Ford,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,,,Salesforce
9623322,,Rashied Abdullah,,,corevalue40@gmail.com,,List import
11155091,Inactive Investor,Brian Lu,,Deutsche Bank Securities Inc.,,,Salesforce
10977240,Inactive Investor,Andrew Matarese,,LPL Financial LLC Center Moriches NY 502 Main St,andrew.matarese@lpl.com,,Salesforce
10987121,Inactive Investor,Cristina Martinez,,PFS Investments Inc. McAllen TX 1300 N 10th St,,,Salesforce
112063,,U453 Robertson,Designer,Krewe of Krypto LLC,masonlaysbricks@gmail.com,,
60675,,Jim Morris,,United States,jymorris65@gmail.com,,
11135496,Inactive Investor,Stanley Uk,,NYLIFE Securities LLC New York NY 285 Fulton St,stanleyuk@ft.newyorklife.com,,Salesforce
9647299,,Joseph Rothenberg,,,yrothen@aol.com,,List import
9544277,,Martin Toha,,,martintoha@gmail.com,,List import
9567939,,Justin Muhl,,,justin.muhl@fidelity.com,,List import
212784,,Malphus Timothy,Financial Advisor,Wells Fargo Advisors,tim.gaines@wellsfargoadvisors.com,,Advertising
11300113,Inactive Investor,Audrey Blanke,CFP,Carolinas Wealth Consulting LLC,,704-643-2455,Salesforce
11084720,Inactive Investor,Lisa Lovell,Financial Planner,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",lisa.lovell@prudential.com,,Salesforce
10921484,Inactive Investor,Isaiah Edison,,NYLIFE Securities LLC Tulsa OK 8905 S Yale Ave,icedison@ft.newyorklife.com,,Salesforce
10960292,Inactive Investor,Christopher Batastini,,Vanguard Marketing Corporation,christopher_batastini@vanguard.com,,Salesforce
11212573,Inactive Investor,Gregory Jackson,,"OneAmerica Securities, Inc. Lafayette CO 1363 Horizon Ave",,,Salesforce
11108226,Inactive Investor,Thomas Holt,,LPL Financial LLC Paramus NJ 61 S Paramus Rd,thomas.holt@lpl.com,,Salesforce
10979946,Inactive Investor,Mary Lou Guinn,,NYLIFE Securities LLC Richland WA 295 Bradley Blvd,mguinn@ft.newyorklife.com,,Salesforce
11147918,Inactive Investor,John Richards,Financial Advisor,Robert W. Baird & Co. Incorporated,jrichards@rwbaird.com,,Salesforce
10792534,Inactive Investor,Charles Ferssizidis,,"Raymond James Financial Services, Inc. Alexandria VA 1800 Diagonal Rd",charles.ferssizidis@raymondjames.com,,Salesforce
11198551,Inactive Investor,David Barela,,"FBL Marketing Services, LLC Las Cruces NM 600 S Valley Dr",david.barela@fbfs.com,,Salesforce
10843779,Inactive Investor,Richard Alpert,Limited Partner;Managing Partner;Portfolio Manager;Regulatory Contact,"Raub Brock Capital Management, LP",richard@raubbrock.com,,Salesforce
10973874,Inactive Investor,James Christensen,,Goldman Sachs & Co.,,,Salesforce
43044,,James Fitze,Advisor,"MML Investors Services, LLC",jfitze@financialguide.com,301-355-5879,
10892890,Inactive Investor,Josh Crawford,Financial Advisor,Edward Jones Greenbrier AR 6 Lois Ln,josh.crawford@edwardjones.com,,Salesforce
10909996,Inactive Investor,Bonnie Addison,,Key Investment Services LLC,baddison@kisinvestments.com,,Salesforce
11228734,Inactive Investor,Karina Lopez,,J.P. Morgan Securities LLC Houston TX 600 Travis St,karina.lopez@jpmorgan.com,,Salesforce
352562,,Michelle Larocque,Executive Assistant,"Windrose Health Investors, Llc",larocque@windrose.com,212-887-2105,Manual List Upload
351002,,Dawn Taft,"Senior Trader, Analyst",White Pine Capital Llc,dtaft@whitepinecapital.com,612-376-9765,Manual List Upload
9646894,,Adam Buckstein,,,adambuck33@gmail.com,,List import
10752405,Inactive Investor,Thomas Holland,,"Cambridge Investment Research, Inc. Norwell MA 101 Longwater Cir",,,Salesforce
10764001,Inactive Investor,Kaye O'Boyle,Chief Compliance Officer;Secretary,Cornerstone Wealth Management Westlake OH 835 Sharon Dr,koboyle@cornerstonewealthmgmt.com,,Salesforce
10943588,Inactive Investor,Katey Lace,,J.P. Morgan Securities LLC,katey.lace@jpmorgan.com,,Salesforce
10910405,Inactive Investor,Daniel Russo,Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,daniel.russo@ubs.com,,Salesforce
11210182,Inactive Investor,Cassandra Glover,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",cassie.glover@nm.com,,Salesforce
10793152,Inactive Investor,Mary Hauschild,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
192632,,Sean Bill,CIO,Clara Valley Transportation Authority Pension Fund,seanpbill@gmail.com,,Organic Search
10891598,Inactive Investor,Jennifer Dougherty,,Edward Jones Shelbyville TN 1608 N Main St,,,Salesforce
10828133,Inactive Investor,Frank Laviano,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Paramus NJ 61 S Paramus Rd,frank.laviano@morganstanley.com,,Salesforce
10851399,Inactive Investor,James Olsen,Chief Investment Officer;Member;President,Malvern Capital Management,jim@malverncap.com,,Salesforce
9588633,,David Lopez-Rotzetter,,,david@atg-ventures.com,,List import
9625899,,Anthony Tacda,,,abtacdacpa@gmail.com,,List import
11162921,Inactive Investor,John Mullin,,Cetera Investment Services LLC Winston Salem NC 161 S Stratford Rd,john.mullin@ceterais.com,,Salesforce
344965,,John Kohl,Senior Consultant And Member Of Investment Committee,Cm Wealth Advisors Llc,jkohl@cmwealthadvisors.com,216-831-9667,Manual List Upload
11164550,Inactive Investor,Richard Kearney,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",richard.kearney@bankerslife.com,,Salesforce
10793966,Inactive Investor,Brian Sardelli,Financial Advisor,LPL Financial LLC West Warwick RI 1300 Division Rd,brian.sardelli@lpl.com,,Salesforce
11114214,Inactive Investor,Matthew Washburn,Financial Advisor,Edward Jones Wichita KS 550 N 159th St E,matt.washburn@edwardjones.com,,Salesforce
9579304,,Michael Rose,,,rosem@myavantax.com,,List import
10921298,Inactive Investor,Brandon Walls,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10896354,Inactive Investor,Sherri Swihart,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,sherri.swihart@primerica.com,,Salesforce
11037914,Inactive Investor,Cade Barrett,,"Bankers Life Securities, Inc. Tacoma WA 3560 Bridgeport Way W",cade.barrett@bankerslife.com,,Salesforce
11149680,Inactive Investor,Stephen Shouse,Financial Advisor,Edward Jones Plant City FL 1514 S Alexander St,stephen.shouse@edwardjones.com,,Salesforce
10821708,Inactive Investor,James Fitzgerald,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",jamesp.fitzgerald@ml.com,,Salesforce
9555339,,John Josten,,,john.josten@voyafa.com,,List import
9633992,,Jacquelyn Daniel,,,daniel_jacquelyn@hotmail.com,,List import
11105530,Inactive Investor,Cesar Sanchez,,PFS Investments Inc. San Jose CA 3031 Tisch Way,cesar.sanchez@primerica.com,,Salesforce
10850302,Inactive Investor,Matthew Blandford,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Louisville KY 11603 Shelbyville Rd",matt.blandford@nm.com,,Salesforce
10989617,Inactive Investor,Ramadan Abdurahman,,"Robinhood Financial, LLC",ramadan.abdurahman@robinhood.com,,Salesforce
10890098,Inactive Investor,Jeffrey Bradley,,"FBL Marketing Services, LLC Elkhorn NE 20324 Veterans Dr",jeff.bradley@fbfs.com,,Salesforce
11219143,,Wesley Kabance,,,wesley@tothfinancial.com,,Other
11064589,Inactive Investor,August Ehlers,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,aehlers@ft.newyorklife.com,,Salesforce
11031950,Inactive Investor,Celicia Hughes,,"Bankers Life Securities, Inc. Webster TX 711 W Bay Area Blvd",celicia.hughes@bankerslife.com,,Salesforce
10771398,Inactive Investor,Adam Grossman,Executive Director;Vice President;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,adam.j.grossman@jpmorgan.com,,Salesforce
10794786,Inactive Investor,John McGowan,Vice President,PNC Investments Mechanicsburg PA 2 E Main St,john.mcgowan@pnc.com,,Salesforce
10820786,Inactive Investor,Lawrence Bennett,,NYLIFE Securities LLC Placentia CA 1620 N Placentia Ave,lbennett@ft.newyorklife.com,,Salesforce
10911320,Inactive Investor,Stephanie Macon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9581795,,Gavin Munro,,,alexanderbooks@hotmail.com,,List import
10613601,,Mary Helfenstein,"Financial Advisor, Vice President - Wealth Management",,hope.helfenstein@ubs.com,,List Import
10861731,Inactive Investor,Jeffery Pleet,Financial Advisor,Edward Jones Oak Harbor WA 630 SE Midway Blvd,jeffery.pleet@edwardjones.com,,Salesforce
9627634,,Alef Silva,,,alefdiego.silva@gmail.com,,List import
11140288,Inactive Investor,Nathaniel Garcia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9557263,,Stephen Dahmer,,,steve.dahmer@transamerica.com,,List import
10662327,,Mark Morrison,,,mark.morrison@oneascent.com,,List Import
9623220,,Nug Saunders,,,nugget_alex@hotmail.com,,List import
9644668,,Leo Lewis,,,leo.lewis@ft.com,,List import
10865776,Inactive Investor,Derek Vannelli,,State Farm VP Management Corp. Butler NJ 1212 State RT 23,derek.vannelli.pa98@statefarm.com,,Salesforce
219858,,Nicolas Bravard,,[Unknown],bravardnico@gmail.com,,source
10918643,Inactive Investor,Michael Chase,,"Avantax Investment Services, Inc. Fort Mill SC 111 Springs St",,,Salesforce
10929631,Inactive Investor,Daniel Barboni,,Cetera Advisor Networks LLC Palm Beach Gardens FL 3300 PGA Blvd,,,Salesforce
198,,,,,cristina.adams@250ok.email,,
10877018,Inactive Investor,Alexander Kienle,,"Next Financial Group, Inc. Phoenix AZ 5050 N 40th St",,,Salesforce
10899429,Inactive Investor,A'Boni Harrison,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10989697,Inactive Investor,Nazia Rathore,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. Saint Charles IL 1925 Lincoln Hwy,,,Salesforce
10759938,Inactive Investor,David Garber,Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Dayton OH 4380 Buckeye Ln,david.garber@morganstanley.com,,Salesforce
11158726,Inactive Investor,Renee Hruska,Financial Advisor,"Wells Fargo Clearing Services, LLC Chandler AZ 925 E Ocotillo Rd",renee.j.hruska@wellsfargo.com,,Salesforce
1005646,Inactive Investor,Donald Friedman,President,Donald Friedman,don@riadac.com,,
11087362,Inactive Investor,Zachary Morgan,Financial Advisor,AdvisorNet Wealth Partners Mokena IL 9480 Enterprise Dr,zmorgan@advisornet.com,,Salesforce
11116631,Inactive Investor,Omega McIntosh,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",omega.mcintosh@prudential.com,,Salesforce
11188481,Inactive Investor,Matthew Leppek,Financial Advisor,Edward Jones Bay City MI 4151 Shrestha Dr,matthew.leppek@edwardjones.com,,Salesforce
10905398,Inactive Investor,Bryan Lubitz,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",bryan.lubitz@equitable.com,,Salesforce
48268,,Preston Galarneau,Financial Advisor,"Cantella & Co., Inc.",pgalarneau@cantella.com,855-440-0010,
10838201,Inactive Investor,Mario Frisella,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,mfrisella@brileywealth.com,,Salesforce
9617117,,James Wu,,,james.wu.ea@gmail.com,,List import
10961976,Inactive Investor,Alexander Mcgeoch,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,alexander.mcgeoch@fmr.com,,Salesforce
11133351,Inactive Investor,Viktoriya Ragulina,Client Service Associate;Senior Registered Associate,Morgan Stanley New York NY 55 E 52nd St,viktoriya.ragulina@morganstanley.com,,Salesforce
10776882,Inactive Investor,Thomas Chernesky,Director;Founder;Managing Partner;President;Regulatory Contact;Shareholder;Wealth Advisor,"CAFG Wealth Management, Inc.",,,Salesforce
10969527,Inactive Investor,Brian Peterson,Associate,Edward Jones Portland OR 16037 SW Upper Boones Ferry Rd,,,Salesforce
10815651,Inactive Investor,Andrew Bellamah,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"BNB Wealth Management, LLC",ab@bnbinc.com,,Salesforce
11129548,Inactive Investor,Evan Kidwell,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10879341,Inactive Investor,Jeffrey Wiseman,Chief Compliance Officer,"Trinary Capital, LLC",jeffwiseman@trinarycapital.com,,Salesforce
10864832,Inactive Investor,Michael Pierre,Chief Executive Officer;Chief Financial Officer;Chief Operating Officer;Managing Member;Portfolio Manager;Treasury Manager,Pierre & Company LLC,,,Salesforce
240265,,Harold Weinstein,"Director, Organizational, Talent Development",Wescott Financial Advisory Group Llc,hweinstein@wescott.com,215-979-1600,Manual List Upload
9608798,,James Brownlee,,,scottbrownlee15@gmail.com,,List import
9567596,,Heather Hilgers,,,hhilgers@caledoniafund.com,,List import
9557310,,Ronald Moran,,,importadoramoran001@gmail.com,,List import
10931792,Inactive Investor,Wesley Steffek,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",wesley.steffek@valic.com,,Salesforce
9630019,,Jack Wilson,,,dylanw80@gmail.com,,List import
9567558,,Michael Miller,,,mmiller@wellesleyinvestment.com,,List import
11162226,Inactive Investor,William Smith,Brokerage Services Associate,"First Citizens Investor Services, Inc. Durham NC 5417 Page Rd",,,Salesforce
11049555,Inactive Investor,Konstantinos Kostakis,Co-Founder;President,Stonebridge Capital Management,dkostakis@sbcm.net,,Salesforce
10989298,Inactive Investor,Freddt Tun Cifuentes,Financial Advisor,Broadway Wealth Solutions,,,Salesforce
230392,, -,,[[Unknown]],pearsonpc@aol.com,,Organic Search
9608833,,Kirk Wooldridge,,,kirkcap67@yahoo.com,,List import
10842465,Inactive Investor,Katharine Kanitra,,LPL Financial LLC Cerritos CA 18000 Studebaker Rd,katharine.kanitra@lpl.com,,Salesforce
11032738,Inactive Investor,Alan Bush,Investment Advisor Representative,Gulfcrest Capital,,,Salesforce
10645918,,David Triezenberg,,,dave.triezenberg@nm.com,,List Import
10798274,Inactive Investor,James Rooney,Chief Executive Officer,Sapient Capital LLC,,,Salesforce
10942951,Inactive Investor,Paul Olles,,"Saybrus Equity Services, LLC Canonsburg PA Private Residence",polles@saybruspartners.com,,Salesforce
346649,,Stephanie Grey,Office Manager,"Mdh Investment Management, Inc.",stephanie@mdhinv.com,330-386-4452,Manual List Upload
195881,,Mookken Sivabalan,,[Unknown],mookkensivabalan@gmail.com,,source
10612502,,Seth Courtwright,Financial Advisor,,seth.r.courtwright@ampf.com,,List Import
10880289,Inactive Investor,Jan Sedlacek,,"Osaic Wealth, Inc. Succasunna NJ Private Residence",,,Salesforce
9600372,,Digby HOLMAN,,,digbyhol@sky.com,,List import
11142731,Inactive Investor,Michael Turansky,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
11057107,Inactive Investor,Callie Freeman,,Goldman Sachs & Co.,,,Salesforce
11032261,Inactive Investor,David O'Shea,,Citigroup Global Markets Inc.,,,Salesforce
10910171,Inactive Investor,Sean Horn,Investment Advisor Representative;Vice President,American Elite Advisory,shorn@texaseliteadvisory.com,,Salesforce
10489685,,Louis Shaff,"Chief Financial Officer, Founder",Cabana Asset Management,louis@psmclaw.com,,List Import
102390,,Nicole Kelly,Retirement Plan Consultant,Valley Forge Financial Group,nkelly@vffg.com,,
10987253,Inactive Investor,Dawn Rix,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",dawn.rix@nm.com,,Salesforce
10990603,Inactive Investor,Edith Bonilla,,J.P. Morgan Securities LLC Laurel MD 910 Fairlawn Ave,edith.bonilla@jpmorgan.com,,Salesforce
9558060,,Michelle Ross,,,michelle@amgplanning.com,,List import
11239041,Inactive Investor,Kristina Holloran,,"Premier Wealth Management, LLC",kristina.holloran@premiercir.net,,Salesforce
10868982,Inactive Investor,Hieu Tran,,Country Capital Management Company Lombard IL 310 S Main St,hieu.tran@countryfinancial.com,,Salesforce
49391,,Layne Jensen,,"Transamerica Financial Advisors, Inc",layne.jensen@transamerica.com,520-268-9015,
11106761,Inactive Investor,Charles Clark,Owner,CLC Capital Management Grand Junction CO 336 Main St,chuck@clccm.com,,Salesforce
10790570,Inactive Investor,Michael Reuben,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",michael.reuben@wellsfargoadvisors.com,,Salesforce
10911292,Inactive Investor,Matthew Kwiatkowski,,State Farm VP Management Corp. Franklin IN 3059 N Morton St,matthewkwiatkowski@statefarm.com,,Salesforce
10832420,Inactive Investor,Stephen Thomsen,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Washington DC 1776 I St NW",thomsens@stifel.com,,Salesforce
11155875,Inactive Investor,Meaghan Joseph,,"MML Investors Services, LLC",,,Salesforce
370312,,Bob WeHadABabyItsABoy,n/a,Grayscale,ben@grayscale.com,13478219674,Event
10982481,Inactive Investor,Matthew Smith,Head - Trading,"Newport Wealth Advisors, Inc.",msmith@newportwealthadvisors.com,,Salesforce
10916125,Inactive Investor,Joshua Byer,,"J.W. Cole Financial, Inc. Temacula CA Private Residence",,,Salesforce
10893421,Inactive Investor,Hye Yun Cho,,J.P. Morgan Securities LLC Fort Lee NJ 188 Main St,hye.y.cho@chase.com,,Salesforce
10802718,Inactive Investor,Michael Reyes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",michael.p.reyes@ml.com,,Salesforce
10826346,Inactive Investor,Omar Fernandez,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,ofernandez@josephstonecapital.com,,Salesforce
11073730,Inactive Investor,Judith Felty,Member,"Donald Felty, LLC",,,Salesforce
10961278,Inactive Investor,Jesse Estrada,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10790748,Inactive Investor,Sonia Pou Monagas,Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,sonia.pou@ubs.com,,Salesforce
9637406,,Elia Miyana,,,davidbecham1738@gmail.com,,List import
10980522,Inactive Investor,Alexander Gunter,,"Empower Financial Services, Inc Columbia SC 200 Arbor Lake Dr",alexander.gunther@empower.com,,Salesforce
11098721,Inactive Investor,Steven Tucker,Financial Advisor;Financial Planning Associate,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,steven.tucker@morganstanley.com,,Salesforce
11106203,Inactive Investor,Rod Faghani,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",rod.f.faghani@ampf.com,,Salesforce
10802303,Inactive Investor,Kim Luu-Tu,Private Wealth Advisor,"Ameriprise Financial Services, LLC Vienna VA 301 Maple Ave W",kim.c.luu-tu@ampf.com,,Salesforce
9540400,,Linda Xie,,Scalar Capital,linda@scalar.capital,,Other
10813341,Inactive Investor,Michael Reyes,Associate Vice President - Investments;Vice President - Investments,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",michael.reyes@wellsfargoadvisors.com,,Salesforce
9584945,,Jasper van Binsbergen,,,jaspervanbinsbergen@gmail.com,,List import
10828321,Inactive Investor,Robert Tracy,Financial Advisor,Edward Jones Springdale AR 551 White Rd,bart.tracy@edwardjones.com,,Salesforce
9554844,,Joshua Nigg,,,nigg.joshua@principal.com,,List import
11230533,Inactive Investor,Brittany Wagner,,"Ameriprise Financial Services, LLC Columbus OH 445 Hutchinson Ave",,,Salesforce
9567813,,Jun Shin,,,jss003@gmail.com,,List import
9617310,,R Daniel Grossman,,,rdg9840@gmail.com,,List import
9541623,,Hiten Shah,,,hnshah@gmail.com,,List import
10760948,Inactive Investor,Kevin Peters,Lending Specialist;Managing Director;Wealth Advisor,Morgan Stanley Palm Beach FL 450 Royal Palm Way,kevin.peters@morganstanley.com,,Salesforce
10943761,Inactive Investor,Jefferson Webster,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",jeffersonwebster@financialguide.com,,Salesforce
189943,,Benjamin Du,,[Unknown],ben.jammin.du@gmail.com,,source
11106402,Inactive Investor,Steven Cassellius,,"Cambridge Investment Research, Inc. Chetek WI 510 2nd St",,,Salesforce
11079882,Inactive Investor,Christopher Burton,,J.P. Morgan Securities LLC Benton Harbor MI 1088 E Napier Ave,christopher.burton@chase.com,,Salesforce
11117126,Inactive Investor,Glen Jackson,,"The Investment Center, Inc. Laurel MD Private Residence",gjackson@investmentctr.com,,Salesforce
10929540,Inactive Investor,Andrew Brown,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",andrew.l.brown@nm.com,,Salesforce
10922879,Inactive Investor,Geoff Harkness,Financial Advisor,Commonwealth Financial Network Yreka CA 1201 S Main St,gharkness@commonwealth.com,,Salesforce
11189325,Inactive Investor,Cathleen Stevens,,LPL Financial LLC Roswell GA 603 MacY Dr,cathleen.stevens@lpl.com,,Salesforce
11028262,Inactive Investor,Shawn Vradenburg,Financial Consultant;Market Director,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,shawn.vradenburg@thrivent.com,,Salesforce
10962412,Inactive Investor,Terrell Tate,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,ttate.mav93@primerica.com,,Salesforce
10920973,Inactive Investor,Erin Shelton,Investment Advisor Representative;President,Key Concerns Inc,eshelton@keyconcerns.com,,Salesforce
10887377,Inactive Investor,Shawn Evans,Senior Vice President,Grant Street Asset Management Inc,sevans@gsaminc.com,,Salesforce
11192622,Inactive Investor,Alexandra Kusler,Partner;Shareholder,"Southwest Investment Advisors, Inc.",alix@siatucson.com,,Salesforce
9599502,,Hunter Hastings,,,hunterhastings@icloud.com,,List import
10944875,Inactive Investor,Daryan Van Meeteren,,Fidelity Brokerage Services LLC,daryan.vanmeeteren@fmr.com,,Salesforce
9604318,,Cory Rabb,,,cory.rabb@yahoo.com,,List import
11058537,Inactive Investor,William Faucher,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Tarpon Springs FL 2611 Keystone Rd",william.j.faucher@ampf.com,,Salesforce
10966905,Inactive Investor,Yong-Jae Kim,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",yong-jae.kim@53.com,,Salesforce
11027272,Inactive Investor,Remarie Dinogan,,NYLIFE Securities LLC National City CA 3035 E 8th St,rcdinogan@ft.newyorklife.com,,Salesforce
11201497,Inactive Investor,Robert Duke,Account Executive;District Leader,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,rduke@primerica.com,,Salesforce
10773586,Inactive Investor,Hector Hernandez-Morales,Regional Vice President,PFS Investments Inc. Arecibo PR 11 Calle Gonzalo Marin,hector.hernandezmorales@primerica.com,,Salesforce
10774514,Inactive Investor,Robert Whiteside,Financial Advisor,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",robert.whitesidesr@wellsfargoadvisors.com,,Salesforce
10993448,Inactive Investor,Luke Taylor,,SECU Brokerage Services Smithfield NC 502 N Brightleaf Blvd,luke.taylor@ncsecu.org,,Salesforce
11062098,Inactive Investor,Mohsen Reyes,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
10970730,Inactive Investor,Jacob Elbert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jacob.elbert@fmr.com,,Salesforce
11049141,Inactive Investor,John McKeown,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
227926,, -,,[[Unknown]],adam@atlasgroup.bm,,
11135591,Inactive Investor,Dena Jerschefske,,"Packerland Brokerage Services, Inc. Cedarburg WI W67N222 Evergreen Blvd",dena_jerschefske@packerlandbrokerage.com,,Salesforce
10862715,Inactive Investor,James Russell,,"Osaic Wealth, Inc. Eugene OR 1601 Oak St",,,Salesforce
10820118,Inactive Investor,Gary Dering,,Cetera Advisor Networks LLC Rossville TN 345 Main St,gary.dering@ceterawealth.com,,Salesforce
10754167,Inactive Investor,Jeffrey Hatlevig,Practice Developer;Wealth Advisor,Thrivent Investment Management Inc. Ames IA 2705 Northridge Pkwy,jeff.hatlevig@thrivent.com,,Salesforce
9637480,,Torsten Koehler,,,kotorst@gmail.com,,List import
10760397,Inactive Investor,Iliasser Arias,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 460 Broadway",robin.arias@wellsfargo.com,,Salesforce
370332,,Dennis NA,,,,619-994-2773,Salesforce
10834031,Inactive Investor,Leah Tribe,Senior Wealth Strategy Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,leah.cairns@ubs.com,,Salesforce
11114474,Inactive Investor,Dana Harris,,"Osaic Wealth, Inc. Clementon NJ 1340 Chews Landing Rd",,,Salesforce
10604410,,Wei Ma,Manager,WeiMa & Asso,jmaevc@gmail.com,6265813899,List Import
11147998,Inactive Investor,Allen Istre,Financial Advisor,Edward Jones Beaumont TX 4180 Delaware St,joel.istre@edwardjones.com,,Salesforce
10969394,Inactive Investor,Stephen Sciannella,,"Cambridge Investment Research, Inc. Gaithersburg MD 1 Bank St",,,Salesforce
10964442,Inactive Investor,Nathan Hardiman,,"Wells Fargo Clearing Services, LLC Madison AL 7796 Hwy 72 W",,,Salesforce
11187409,Inactive Investor,Dennis Dine,,"Equity Services, Inc. Chicago IL 1 N Franklin St",ddine@nationallife.com,,Salesforce
11191036,Inactive Investor,Erich Von Geis,Compliance Officer;Partner;Portfolio Analyst;Regulatory Contact,"Aspire Private Wealth Counsel, LLC",,,Salesforce
4115304,,Eugene Crypt0,,,eugene@actana.io,,Web Form Fillout
11204728,Inactive Investor,Maria Gasparro,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Melville NY 58 S Service Rd,maria.gasparro@ubs.com,,Salesforce
10611996,,Steven Kashishian,"Financial Advisor, Senior Vice President - Private Client Group",,skashishian@janney.com,,List Import
10869712,Inactive Investor,Michael Scheel,Chief Compliance Officer;Client Advisor;President,"Profolio Investments, Inc.",michael.scheel@profolioinvest.com,,Salesforce
10976320,Inactive Investor,Andrew Davis,Regulatory Affairs Manager,"Ameriprise Financial Services, LLC Minneapolis MN 5221 Ameriprise Financial Ctr",andrew.davis@ampf.com,,Salesforce
11093319,Inactive Investor,Ruth Aguilera,,PFS Investments Inc. Sun City CA 28125 Bradley Rd,ruth.aguilera@primerica.com,,Salesforce
9578052,,Steven Patton,,,steven.patton15@gmail.com,,List import
10884436,Inactive Investor,Joseph Appolito,,Commonwealth Financial Network Kapolei HI Private Residence,jappolito@commonwealth.com,,Salesforce
9592314,,Jordan Plater,,,jordan@taxbit.com,,List import
10897906,Inactive Investor,Michael Mooney,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",,,Salesforce
11192631,Inactive Investor,Richard Reid,Chief Compliance Officer;Chief Financial Officer,"Strategis Financial Group, Inc",richard@sfginvest.com,,Salesforce
11072275,Inactive Investor,Ryan Mazurek,Financial Advisor,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",mazurek.ryan@principal.com,,Salesforce
10778619,Inactive Investor,Michael Ginestro,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",michael.ginestro@ml.com,,Salesforce
11044079,Inactive Investor,David Morton,Chief Executive Officer;Chief Financial Officer;Member;Principal;Wealth Manager,Heritage Financial LLC,dmorton@heritagefinllc.com,,Salesforce
10755928,Inactive Investor,Dante Oriente,Director;Wealth Planning Specialist,UBS Financial Services Inc.,dante.oriente@ubs.com,,Salesforce
9604882,,Marco Olivas,,,maoo79@hotmail.com,,List import
10754131,Inactive Investor,John LaCour,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,john.lacour@morganstanley.com,,Salesforce
10875365,Inactive Investor,Susana Guerra Mandes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 8081 Dani Dr",,,Salesforce
11121700,Inactive Investor,Tyler Ziegler,,Vanguard Marketing Corporation,tyler_ziegler@vanguard.com,,Salesforce
11073383,Inactive Investor,Terri Detre,Senior Client Associate,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",terri.detre@wellsfargoadvisors.com,,Salesforce
9546510,,Jason r Scott,,,jasonrscott717@gmail.com,,List import
10778825,Inactive Investor,William Norris,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marietta GA Private Residence",greg_norris@ml.com,,Salesforce
124173,,Adam Leone,"Chief Wealth Management Officer, Principal, Wealth Manager","Modera Wealth Management, LLC",adaml@moderawealth.com,201-768-4600,
10775953,Inactive Investor,Jhanel Johnson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",jhanel_johnson@ml.com,,Salesforce
10860907,Inactive Investor,Jordan Matthews,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19349 Stevens Creek Blvd",jordan.matthews@schwab.com,,Salesforce
7610525,,Luz Fuller,,,lfuller@afge1206.org,,Web Form Fillout
11151111,Inactive Investor,Timothy Dodd,Financial Planner,LPL Financial LLC Fresno CA 465 E Fir Ave,timothy.dodd@lpl.com,,Salesforce
11108501,Inactive Investor,Thomas Seroczynski,Financial Advisor,"Wells Fargo Clearing Services, LLC Mishawaka IN 4101 Edison Lakes Pkwy",tom.seroczynski@wellsfargoadvisors.com,,Salesforce
11117976,Inactive Investor,Moriah Cody,Financial Advisor,"Ameriprise Financial Services, LLC La Crosse WI 500 2nd St S",moriah.a.cody@ampf.com,,Salesforce
10939588,Inactive Investor,Aurora Maher,Chief Compliance Officer;Member,AMFA LLC,,,Salesforce
11149875,Inactive Investor,Jacob May,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10920914,Inactive Investor,Anthony Olivieri,Co-Founder;Managing Partner,Dunham Lane Capital Partners LLC,anthony@dunhamlanecapital.com,,Salesforce
10899688,Inactive Investor,Jerimie Zamora,Financial Advisor,Edward Jones Sonora CA 14570 Mono Way,jerimie.zamora@edwardjones.com,,Salesforce
9638424,,Steven Askling,,,stevenaskling@lonepeakpartnersllc.com,,List import
10902679,Inactive Investor,Jean-Doris Muhuza,Assistant Vice President,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
79601,,Alex Renaud,Financial Consultant,Thrivent Investment Management Inc.,alex.renaud@thrivent.com,319-232-2171,
349890,,Tony Brewer,"Vice President, Personal Cfo",The Wealth Consulting Group,tony@wealthcg.com,702-263-1919,Manual List Upload
10816924,Inactive Investor,Angelo Dilucci,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,angelo.dilucci@ubs.com,,Salesforce
10894173,Inactive Investor,Thomas Walters,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10848561,Inactive Investor,Steven Parkinson,Investment Advisor;Portfolio Manager,Iron Gate Global Advisors Logan UT 175 E 1600 N,steve@igga.com,,Salesforce
11069800,Inactive Investor,Frederick Mesch,,Commonwealth Financial Network Fort Worth TX 600 Texas St,,,Salesforce
11218713,,Robert Kloss,,,rkloss@cadaretgrant.com,,Other
10797801,Inactive Investor,Paula Strumbly,,LPL Financial LLC Beachwood OH 3750 Park East Dr,paula.strumbly@lpl.com,,Salesforce
11131599,Inactive Investor,Stephen Haidt,Chief Compliance Officer;President,"Retirement Advisors, Inc.",shaidt@plantoretire.com,,Salesforce
11134927,Inactive Investor,Cynthia Wall,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,cwall@primerica.com,,Salesforce
10936942,Inactive Investor,Sharon Lear,Advisor;Financial Planner;Managing Member,"Guideway Financial, LLC",sharon.lear@guidewayfinancial.com,,Salesforce
10920083,Inactive Investor,Shannon Shehorn,,Cabot Lodge Securities LLC Dunedin FL Private Residence,shannon.shehorn@clsecurities.com,,Salesforce
125174,,Benjamin Hayes,"Principal, Senior Financial Advisor","Wipfli Financial Advisors, Llc",bhayes@wipflifinancial.com,414-431-9300,Manual List Upload
10842423,Inactive Investor,Jeffery Lockman,First Vice President,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",jef.lockman@raymondjames.com,,Salesforce
11217800,,Jordan Crenshaw,,,jordan.crenshaw@jpmorgan.com,,List Import
11180668,Inactive Investor,Christian Pliego,Financial Advisor,Edward Jones San Antonio TX 3512 Paesanos Pkwy,christian.pliego@edwardjones.com,,Salesforce
9610709,,Amy Fausset,,,amy@girlgangthelabel.com,,List import
346917,,Doug Bostich,"Financial Planning Specialist, Compliance Manager",Braun-bostich & Associates Inc.,dbostich@braun-bostich.com,724-942-2639,Manual List Upload
9610573,,jeff ren,,,recoba8814@hotmail.com,,List import
10883436,Inactive Investor,Kyle Petty,,Cetera Advisor Networks LLC Carlisle PA 1 Giant Ln,pettyk@ceteranetworks.com,,Salesforce
10835001,Inactive Investor,Barbara Steinmetz,Owner;President,Steinmetz Financial Planning,barbara@steinplan.com,,Salesforce
9609192,,Brianna Foster,,,briannamhurley13@gmail.com,,List import
10894060,Inactive Investor,Daniel Oellerich,,"Lager & Company, Inc.",,,Salesforce
11200147,Inactive Investor,Siena Fowles,Investment Consultant,"Charles Schwab & Co., Inc. Tacoma WA 1148 Broadway",siena.fowles@schwab.com,,Salesforce
10761921,Inactive Investor,F. Georger,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",trey_georgeriii@ml.com,,Salesforce
10821855,Inactive Investor,Christian Yates,Financial Advisor,Edward Jones Oklahoma City OK 937 SW 25th St,christian.yates@ml.com,,Salesforce
10938144,Inactive Investor,Isaac Maestre,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",isaac.maestre@ml.com,,Salesforce
10815896,Inactive Investor,John De Leon,Vice President;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Springfield MO 1615 S Glenstone Ave",chris.deleon@usbank.com,,Salesforce
11141298,Inactive Investor,Stephanie Apodaca,,"American Fidelity Securities, Inc.",stephanie.apodaca@af-group.com,,Salesforce
10973909,Inactive Investor,Lori Pilon,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Bozeman MT 104 E Main St",,,Salesforce
9632749,,Nyfis Rawlings,,,cashbacksales3m@gmail.com,,List import
10779642,Inactive Investor,Carl Doerschler,Financial Advisor;Principal,"M Holdings Securities, Inc. Mattawan MI 54870 N Main St",carl.doerschler@mfin.com,,Salesforce
9578027,,David Bright,,,dbright@zacks.com,,List import
11238853,Inactive Investor,Mike Shultz,,"Union Capital Associates, L.p.",mike@unioncapitalcorp.com,,Salesforce
11104882,Inactive Investor,Steven Jakubowski,Financial Advisor,Morgan Stanley Baltimore MD 1201 Wills St,steven.jakubowski@morganstanley.com,,Salesforce
236207,,Nael Sedky -,,Nael Sedky [[Unknown]],naelsedki@gmail.com,,Content
10645004,,Tiffany Nix,,,tnix@primerica.com,,List Import
9583014,,Xuseen xaji,,,huseinbuskut100@gmail.com,,List import
11078392,Inactive Investor,Anand Sankaranarayanan,,Jefferies LLC,asankaranarayanan@jefferies.com,,Salesforce
10933268,Inactive Investor,Lillian Padula-Coscia,,"Pruco Securities, LLC. Newark NJ 213 Washington St",lillian.padula-coscia@prudential.com,,Salesforce
10768964,Inactive Investor,M. Mckinley,Chief Executive Officer;Director;President,Fiduciary Counselling Inc,,,Salesforce
9623725,,Ian Erickson,,,ian@inverdalecapital.com,,List import
10881905,Inactive Investor,Riel Desaulniers,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10900915,Inactive Investor,Lisa Odsander Gronowski,Wealth Strategy Associate,UBS Financial Services Inc. Los Gatos CA 750 University Ave,lisa.gronowski@ubs.com,,Salesforce
10954582,Inactive Investor,Victoria Balderas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10992016,Inactive Investor,Vicki Casaus,,NYLIFE Securities LLC Santa Rosa CA 149 Stony Cir,vcasaus@ft.newyorklife.com,,Salesforce
371144,,Hunter Rowland,,United States,huntrow@hotmail.com,,source
11195044,Inactive Investor,Colleen Sharkey,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",colleen_m_sharkey@ml.com,,Salesforce
10871404,Inactive Investor,Mark Dorfman,Senior Partner;Wealth Advisor,Seasons of Advice Wealth Management,mark.dorfman@soawealth.com,,Salesforce
10826953,Inactive Investor,Michael Pintar,Senior Investment Associate,Rockefeller Financial LLC Paramus NJ 115 W Century Rd,mpintar@rockco.com,,Salesforce
10772469,Inactive Investor,Thomas Hunt,Director;Portfolio Manager;Shareholder,The Burney Company Arlington VA 2309 N Richmond St,thomas@burney.com,,Salesforce
11015156,Inactive Investor,Aaron Hin,,Grant Williams L.P.,,,Salesforce
1002869,Inactive Investor,Janis Bernard,Executive Assistant,Greenway Wealth Management,jbernard@theclinefoundation.org,,
10953520,Inactive Investor,Laurel Champagne,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
6889216,,heang kii,,,masola5735@wireps.com,,Web Form Fillout
349013,,Robert Vahradian,Partner,Gtis Partners,rvahradian@goldentreeinsite.net,212-220-5200,Manual List Upload
9554374,,Luke Henningsen,,,henningsenluke@gmail.com,,List import
11039020,Inactive Investor,James May,,Prime Capital Financial,jmay@pciawealth.com,,Salesforce
10945399,Inactive Investor,David Zerkle,,"Charles Schwab & Co., Inc. Oceanside CA Private Residence",,,Salesforce
9552904,,Cynthia Frost,,,cynthiaefrost@gmail.com,,List import
349340,,Alison Gaffney,"Education, Professional Experience","Summit Asset Management, Llc",alison@summitplanninggroup.com,203-483-3313,Manual List Upload
11012763,Inactive Investor,John Bradley,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",john.bradley@lfg.com,,Salesforce
10925960,Inactive Investor,Sanjay Varshney,Chief Compliance Officer;Founder;Partner;Principal,Goldenstone Wealth Management,sanjay@goldenstonewealth.com,,Salesforce
11201239,Inactive Investor,Trammayne Golson,Regional Vice President,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,3kanr@primerica.com,,Salesforce
10885341,Inactive Investor,Hannah Wertz,Client Service Associate,Morgan Stanley San Antonio TX 7600 Broadway,hannah.wertz@msgraystone.com,,Salesforce
11068024,Inactive Investor,Hiram Gomez,Relationship Banker,"Wells Fargo Clearing Services, LLC El Paso TX 12680 Tierra Este Rd",,,Salesforce
11203525,Inactive Investor,Ernest Cave,,"American Portfolios Financial Services, Inc. Ponte Vedra Beach FL 4400 Marsh Landing Blvd",ecave@americanportfolios.com,,Salesforce
341184,,Arthur Awe,"Vice President, Client Consultant",Cincinnati Asset Management Inc,aawe@cambonds.com,513-554-8500,Manual List Upload
11098792,Inactive Investor,Svyetlana Dubinina,,Cetera Investment Services LLC Honolulu HI 1001 Bishop St,,,Salesforce
10981412,Inactive Investor,Vincent Silvio,Financial Services Professional,"MML Investors Services, LLC Metamora IL 413 Jubilee Ln",vsilvio@financialguide.com,,Salesforce
11012662,Inactive Investor,Ekaterina Candelaria,,Edward Jones Rock Springs WY 1575 Dewar Dr,katerina.candelaria@edwardjones.com,,Salesforce
9550494,,David Kofsky,,,davidkofsky@cs.com,,List import
10803128,Inactive Investor,Tena Kautz,Private Wealth Advisor,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",tena.kautz@ampf.com,,Salesforce
11159537,Inactive Investor,Timothy Cohen,Financial Advisor,The Huntington Investment Company Chardon OH Chardon Center St,timothy.b.cohen@huntington.com,,Salesforce
11103834,Inactive Investor,Christopher Liguori,Financial Advisor,LPL Financial LLC Wantagh NY 1149 Wantagh Ave,chris.liguori@lpl.com,,Salesforce
11134311,Inactive Investor,Chad Marlow,,"U.S. Bancorp Investments, Inc. Minneapolis MN 200 S 6th St",chad.marlow@usbank.com,,Salesforce
11047294,Inactive Investor,Skylar Thompson,,LPL Financial LLC Oneonta NY 4987 State Hwy 23,skylar.thompson@lpl.com,,Salesforce
10854256,Inactive Investor,Darrin Salge,,Cetera Investment Services LLC Flower Mound TX 1201 Cross Timbers Rd,darrin.salge@ceterais.com,,Salesforce
10918331,Inactive Investor,Sarah Coble,Administrative Assistant;Market Executive Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",sarah.coble@ml.com,,Salesforce
10807522,Inactive Investor,Kevin Ellman,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
9570069,,Lee Jones,,,chunkykidlite@yahoo.com,,List import
10879550,Inactive Investor,Douglas Loftus,,J.P. Morgan Securities LLC Cincinnati OH 8044 Montgomery Rd,douglas.loftus@jpmorgan.com,,Salesforce
11055882,Inactive Investor,Kevin Canning,Assistant Vice President,Morgan Stanley New York NY 399 Park Ave,kevin.canning@morganstanley.com,,Salesforce
11229594,Inactive Investor,Yuang Zhang,,William Blair Charlotte NC 101 S Tryon St,,,Salesforce
228463,, -,,[[Unknown]],ben@btechnology.co.uk,,Paid Social
10945573,Inactive Investor,Kathleen Liggins,Financial Advisor,Edward Jones Buffalo Grove IL 470 W Half Day Rd,,,Salesforce
10879985,Inactive Investor,Mehrasa Raygani,,"U.S. Bancorp Investments, Inc. Torrance CA 990 W 190th St",mehrasa.raygani@usbank.com,,Salesforce
11151831,Inactive Investor,Joseph Weatherford,,Southstate|DuncanWilliams Securities Corp.,joseph.weatherford@duncanw.com,,Salesforce
11140090,Inactive Investor,Andrew Fitzmaurice,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",andrew.fitzmaurice@ml.com,,Salesforce
11191759,Inactive Investor,Osmar Hernandez,Assistant Vice President;Financial Advisor;Private Client Financial Advisor,"Citizens Securities, Inc. Bronxville NY 74 Pondfield Rd",osmar.hernandez@citizensbank.com,,Salesforce
11109069,Inactive Investor,Ryan Adams,,Vanguard Marketing Corporation,ryan_adams@vanguard.com,,Salesforce
10872430,Inactive Investor,Timothy Roberts,,State Farm VP Management Corp. Huntsville AL 303 Williams Ave SW,,,Salesforce
11209857,Inactive Investor,Marco Carrasco,,J.P. Morgan Securities LLC Brentwood CA 3100 Balfour Rd,marco.a.carrasco@chase.com,,Salesforce
9562850,,Priyaranjan Kumar,,,priyaranjan.kumar@alvariuminvestments.com,,List import
10902375,Inactive Investor,Adam Beason,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11139878,Inactive Investor,Lisa Galarneau,,PFS Investments Inc. Milton FL 5205 Dogwood Dr,lgalarneau@primerica.com,,Salesforce
10961026,Inactive Investor,Angela Lopez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
370675,,Jesus emanuel Medina lopez,,Mexico,emanuelmedina87@gmail.com,,Salesforce
11036754,Inactive Investor,Kelsey West,,LPL Financial LLC Saint Louis MO 700 Corporate Park Dr,kelsey.west@lpl.com,,Salesforce
10838406,Inactive Investor,Mario Payne,Chief Compliance Officer;Owner,Toams Financial,mario@toamsfinancial.com,,Salesforce
9633104,,Eric Leng,,,eric.yuchen.leng@gmail.com,,List import
10828786,Inactive Investor,Christopher McRae,Associate Vice President - Investments,"Raymond James Financial Services, Inc. Louisville KY 4070 Westport Rd",chris.mcrae@raymondjames.com,,Salesforce
9626201,,Khupreng Telien,,,kayrkkom135@gmail.com,,List import
10772726,Inactive Investor,Sheri Swantek,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",sheri_swantek@ml.com,,Salesforce
9590910,,Eric Temkin,,,erictemkin@yahoo.com,,List import
11018583,Inactive Investor,Sean Hingel,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",sean.hingel@nm.com,,Salesforce
10843388,Inactive Investor,Glenn Blachman,Director - Human Resources;Principal;Regulatory Contact,"Gateway Advisory, LLC",gblachman@gatewayadvisory.com,,Salesforce
10816665,Inactive Investor,Andrew Tenaglia,,"Raymond James Financial Services, Inc. Murrieta CA 25220 Hancock Ave",andrew.tenaglia@raymondjames.com,,Salesforce
10824244,Inactive Investor,Jonathan Robertson,Chief Compliance Officer;Co-President;Director - Financial Planning;Financial Advisor;Partner;President;Shareholder,"Abacus Planning Group, Inc.",jon@abacusplanninggroup.com,,Salesforce
11136739,Inactive Investor,Ryan Brenneman,,"Empower Financial Services, Inc",ryan.brenneman@empower.com,,Salesforce
10914806,Inactive Investor,Megan Rodriguez Velasquez,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11030839,Inactive Investor,Sean Roche,,"Raymond James Financial Services, Inc. Somerville NJ 103 W End Ave",sean.roche@raymondjames.com,,Salesforce
10644440,,Fernaldo Miller,,,fernaldo.miller@primerica.com,,List Import
9640317,,Alex Brackman,,,alex.brackman@wedbush.com,,List import
11133104,Inactive Investor,Rainiel Lopez,,Mutual of America Securities LLC,rainiel.lopez@mutualofamerica.com,,Salesforce
9626403,,Asif Hussain,,,programmedcheese@gmail.com,,List import
11191979,Inactive Investor,Grant Petersen,,"Raymond James & Associates, Inc. Battle Creek MI 25 Michigan Ave W",grant.petersen@raymondjames.com,,Salesforce
10859343,Inactive Investor,Edward Reaven,,"APW Capital, Inc. East Stroudsburg PA Private Residence",ed.reaven@aurorapw.com,,Salesforce
9570584,,Erica Brister,,,erica@uspest.com,,List import
11190008,Inactive Investor,Teela Myers,,"Charles Schwab & Co., Inc. Amelia OH Private Residence",,,Salesforce
11085417,Inactive Investor,Phuong Ly,,Edward Jones Honolulu HI 1441 Kapiolani Blvd,kara.ly@edwardjones.com,,Salesforce
10837261,Inactive Investor,Alan Brum,,"Kestra Investment Services, LLC",,,Salesforce
11097695,Inactive Investor,Hamed Rashidpour,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
10934086,Inactive Investor,Reed Sparling,Associate Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
10813631,Inactive Investor,Scott Yeager,,HSBC Securities (USA) Inc.,scott.yeager@us.hsbc.com,,Salesforce
11114455,Inactive Investor,Nicolas Long,,Morgan Stanley,nicolas.long@morganstanley.com,,Salesforce
11007543,Inactive Investor,Mark Pollock,,"Equity Services, Inc. New York NY 675 3rd Ave",,,Salesforce
10994848,Inactive Investor,Michael Weaver,Investment Advisor,Cyclus Wealth Management,mweaver@cycluswealth.com,,Salesforce
10891929,Inactive Investor,Mark Fuqua,Financial Advisor,"Raymond James & Associates, Inc. Bloomfield Hills MI 39400 Woodward Ave",mark.fuqua@raymondjames.com,,Salesforce
11210180,Inactive Investor,Michael Mennella,,"Northwestern Mutual Investment Services, LLC Garden City NY 1325 Franklin Ave",michael.mennella@nm.com,,Salesforce
10921429,Inactive Investor,Lauren Bump,,"Osaic Wealth, Inc. Houston TX 1900 West Loop S",,,Salesforce
11191812,Inactive Investor,Thomas Baughman,,"Raymond James Financial Services, Inc. Saline MI 123 N Ann Arbor St",tom.baughman@raymondjames.com,,Salesforce
1001906,Inactive Investor,James Jayko,Portfolio Manager,Dock Street Capital,jjayko@dockstreetcapital.com, +1 610 279 0400,
336181,,Stephen Kenneally,Executive Director And Responsible Officer,Cohen & Steers Asia Limited,skenneally@cohenandsteers.com,852-366-70080,Manual List Upload
10618379,,Iain Mirrilees,,,iain.mirrilees@ml.com,,List Import
10984943,Inactive Investor,Adam Gettys,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11231925,Inactive Investor,Austin Palmer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11128509,Inactive Investor,Jarret Wandrei,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",jarret.wandrei@nm.com,,Salesforce
11112689,Inactive Investor,Santino D'Agostino,,"Empower Financial Services, Inc Silverdale WA Private Residence",santino.d-agostino@empower.com,,Salesforce
10963485,Inactive Investor,Peter Stone,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
64555,,Casey Nelson,"Managing Member, President","Alistair Capital Management, L.L.C.",cnelson@alistaircapital.com,214-756-6085,
11115490,Inactive Investor,Ryan McCain,,LPL Financial LLC Skokie IL 4711 Golf Rd,ryan.mccain@lpl.com,,Salesforce
10890153,Inactive Investor,Cam Cong,Financial Advisor,Edward Jones Yuma AZ 11274 S Fortuna Rd,cam.cong@edwardjones.com,,Salesforce
11212174,Inactive Investor,Eric Hewitt,,LPL Financial LLC Sacramento CA 3610 American River Dr,eric.hewitt@lpl.com,,Salesforce
11008421,Inactive Investor,Robin Campbell,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,robin.kiselak@primerica.com,,Salesforce
10905833,Inactive Investor,Erica Barnes,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,erica.barnes.qohg@statefarm.com,,Salesforce
11152029,Inactive Investor,Sophia Pires,Associate Vice President;Wealth Management Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,sophia.pires@morganstanley.com,,Salesforce
10823485,Inactive Investor,Mariela Maquilon,Premier Banker,"Wells Fargo Clearing Services, LLC Closter NJ 617 Piermont Rd",mariela.maquilon@wellsfargoadvisors.com,,Salesforce
10861922,Inactive Investor,Mary Dorsey,Owner;President,"Money Consultants Advisory, Inc. Saint Louis MO 7435 Watson Rd",,,Salesforce
11062318,Inactive Investor,Steven Lamis,Financial Advisor,Edward Jones Spring Valley IL 206 E Saint Paul St,steve.lamis@edwardjones.com,,Salesforce
10970307,Inactive Investor,Charles Bowers,,LPL Financial LLC Bel Air MD 221 S Main St,charles.bowers@lpl.com,,Salesforce
10614174,,William Phillips,Financial Advisor,,william@clientfocusedadvisors.com,,List Import
10845745,Inactive Investor,Michael Lund,Financial Advisor,LPL Financial LLC Fresno CA Private Residence,michael.lund@lpl.com,,Salesforce
11066613,Inactive Investor,John Murphy,,"American Portfolios Financial Services, Inc. Pearl River NY Private Residence",jmurphy@americanportfolios.com,,Salesforce
10801670,Inactive Investor,Thomas Janke,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,thomas.janke@ubs.com,,Salesforce
9540665,,Matt Press,,JTC Employer Solutions Trustee Limited ATO GPS International Pension Plan - G1169/G9453,matt.press@kirkoswald.com,,List Import
11010879,Inactive Investor,Joshua Dunbar,,LPL Financial LLC Ocala FL 3097 SW College Rd,joshua.dunbar@lpl.com,,Salesforce
373328,,Robert DiJoseph,,[Unknown],dijosephr@yahoo.com,,source
10887569,Inactive Investor,Mark Johnson,,"Next Financial Group, Inc. Atlanta GA 7 Piedmont Ctr NE",,,Salesforce
10802172,Inactive Investor,Rebecca Rush,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",rebecca_rush@ml.com,,Salesforce
10839011,Inactive Investor,Glenn Spencer,Chief Executive Officer,Prime Capital Financial,,,Salesforce
10865422,Inactive Investor,Brian Payne,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orange CA 1835 W Orangewood Ave",brian.payne@tfaconnect.com,,Salesforce
10659252,,Robert Gaudio,,Sanctuary Wealth Advisors,rgaudio@sanctuarywealth.com,,List Import
10961702,Inactive Investor,Diego Delgado,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,,,Salesforce
10657091,,Tracey Banville,,,tracey.banville@opco.com,,List Import
10973710,Inactive Investor,Jose Barreto,,PFS Investments Inc. Clearwater FL 25400 US Hwy 19 N,jairo.barreto@primerica.com,,Salesforce
370790,,Renato Cazarin,,Brazil,rcazarin@gmail.com,,Salesforce
11160812,Inactive Investor,Taylor Kitchings,,UBS Financial Services Inc.,,,Salesforce
10838667,Inactive Investor,Charles Petredis,Financial Advisor;Founding Principal;Member,Petredis Investment Advisors,,,Salesforce
9582560,,Bryan Fraites,,,fraitesbryan1@gmail.com,,List import
9589709,,David Herrmann,,,david@herrmanncooke.com,,List import
11101486,Inactive Investor,Erick Palacios,Chief Compliance Officer;Managing Member;Wealth Advisor,Plan To Prosper Wealth Management,erick@myplantoprosper.com,,Salesforce
226016,, -,,[[Unknown]],sherman.fernandes@lpl.com,,Initial Salesforce Import
11154337,Inactive Investor,Josue Nicolas,,PFS Investments Inc. West Palm Beach FL 9112 Hwy A1A Alt,jnicolas@primerica.com,,Salesforce
11082572,Inactive Investor,Alexander Mcpeters,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11066222,Inactive Investor,Matthew Taylor,,"Osaic Institutions, Inc. Corbin KY 1030 Cumberland Falls Hwy",mtaylor@infinexgroup.com,,Salesforce
10840660,Inactive Investor,Neal Kloke,Investment Advisor Representative,Lincoln Investment Bellingham WA 1135 Ellis St,nkloke@lincolninvestment.com,,Salesforce
11065324,Inactive Investor,Leanna Mae Yap,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11117135,Inactive Investor,Deborah Thomas,,PFS Investments Inc. Ventura CA 3639 Harbor Blvd,,,Salesforce
10986510,Inactive Investor,Okeith Jones,,NYLIFE Securities LLC Memphis TN Private Residence,ojones00@ft.newyorklife.com,,Salesforce
11101774,Inactive Investor,Jeffrey Glenn,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",jeff.glenn@wellsfargoadvisors.com,,Salesforce
10962270,Inactive Investor,Spencer Briggs,,Fidelity Brokerage Services LLC,,,Salesforce
11238525,Inactive Investor,Ian AITken,,Pembroke Management Ltd.,iaitken@pml.ca,,Salesforce
11164556,Inactive Investor,Elmer Fegale,,"Allstate Financial Services, LLC Dallas TX 12160 Abrams Rd",elmerfegale@allstate.com,,Salesforce
11080098,Inactive Investor,Troy Ivesdal,Financial Advisor,Edward Jones Fargo ND 1331 32nd Ave S,troy.ivesdal@edwardjones.com,,Salesforce
9546973,,Heather Hallisey,,,hhallisey@streamlinefamilyoffice.com,,List import
9641916,,Kathy Johnson,,,kackynva@verizon.net,,List import
11029567,Inactive Investor,Brian Reece,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10850743,Inactive Investor,Marc Livernois,Investment Advisor;Wealth Management Advisor,Epic Trust Investment Advisors LLC,marc@epictrust.com,,Salesforce
10931256,Inactive Investor,Ronnie Bennett,,PFS Investments Inc. Front Royal VA 123 E 6th St,ronnie.bennett@primerica.com,,Salesforce
11099694,Inactive Investor,John Debiase,Partner;Senior Portfolio Manager,Gould Asset Management LLC,,,Salesforce
11084593,Inactive Investor,James Swope,Financial Advisor;First Vice President,Morgan Stanley Kansas City MO 4520 Main St,james.swope@morganstanley.com,,Salesforce
11064998,Inactive Investor,Austin Schulz,,"Raymond James Financial Services, Inc. Metairie LA 110 Veterans Memorial Blvd",austin.schulz@raymondjames.com,,Salesforce
10754150,Inactive Investor,Sarine Zenian,Financial Advisor;Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Chevy Chase MD 2 Wisconsin Cir",,,Salesforce
10840377,Inactive Investor,Jeffrey Creech,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",jeffrey.creech@wellsfargoadvisors.com,,Salesforce
10772584,Inactive Investor,Chris Kieffer,Financial Advisor,Edward Jones Princeton IL 200 Ace Rd,chris.kieffer@edwardjones.com,,Salesforce
10877203,Inactive Investor,Benjamin Kingsley,Financial Advisor,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,ben.kingsley@ubs.com,,Salesforce
9553609,,Udin Udin,,,uu832543@gmail.com,,List import
9551513,,Matthew McEwen,,,investmentservices@camfa.com.au,,List import
9647191,,Marco Lobbia,,,marklobbia@gmail.com,,List import
10977120,Inactive Investor,Michael King,,J.P. Morgan Securities LLC Hartland MI 10083 Highland Rd,michael.x.king@chase.com,,Salesforce
9587622,,Steven Hering,,,steven.hering@nwasset.com,,List import
10947140,Inactive Investor,Jaimee Beauvais,,Fidelity Brokerage Services LLC,,,Salesforce
11238847,Inactive Investor,Chad Clark,,"Union Capital Associates, L.p.",chad@unioncapitalcorp.com,,Salesforce
11204099,Inactive Investor,John Hunt,,PWR Financial Services,,,Salesforce
351994,,Holly Lane,"COO,Daniels, King",Prairie Capital,hlane@prairie-capital.com,312-360-1133,Manual List Upload
11206644,Inactive Investor,Michael Blum,,LPL Financial LLC Schofield WI Private Residence,michael.blum@lpl.com,,Salesforce
10792594,Inactive Investor,Marshall Felker,Financial Advisor,"Ameriprise Financial Services, LLC Grapevine TX 214 E College St",marshall.l.felker@ampf.com,,Salesforce
10821051,Inactive Investor,Richard Hogan,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,richard.hogan@ubs.com,,Salesforce
11132023,Inactive Investor,Stephen Poplaski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",stephen.poplaski@ml.com,,Salesforce
11201728,Inactive Investor,Glenn Wiggle,,"Peak Brokerage Services, LLC Buffalo NY 305 Spindrift Dr",,,Salesforce
10850043,Inactive Investor,Roger Stebbins,,"American Portfolios Financial Services, Inc. Melville NY 1895 Walt Whitman Rd",rstebbins@americanportfolios.com,,Salesforce
11102208,Inactive Investor,Shannon Fowler,,"Osaic Wealth, Inc. Ogden UT 4973 Partridge Way",,,Salesforce
10919952,Inactive Investor,Bevin Countryman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",bevin.countryman@ml.com,,Salesforce
9591171,,Miguel Valdez,,,angelcap1990@gmail.com,,List import
9543618,,Richard Sleiman,,,richardsleiman@gmail.com,,List import
11084724,Inactive Investor,John Kamkutis,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",kamkutisj@stifel.com,,Salesforce
11125947,Inactive Investor,Jose Fernandez-Ramirez,,Fidelity Brokerage Services LLC,,,Salesforce
10896160,Inactive Investor,Linda Lyons,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",linda.lyons@wellsfargoadvisors.com,,Salesforce
9554775,,Tom Evans,,,tomevans199623@gmail.com,,List import
9598684,,Matthew Roehr,,,mroehr@nwic.net,,List import
9585687,,Dawn Smith,,,asvam204@gmail.com,,List import
10943859,Inactive Investor,Colton Narron,Investment Consultant,PNC Investments Pittsburgh PA 249 5th Ave,colton.narron@pnc.com,,Salesforce
11101675,Inactive Investor,Hilary Miller,Financial Advisor,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,hilary.miller@ubs.com,,Salesforce
11231134,Inactive Investor,Seth Higdon,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",seth.higdon@equitable.com,,Salesforce
9597881,,Giulio Cannatello,,,giulio.cannatello@fidelity.com,,List import
9541369,,Ben Kothe,,,b.kothe@fi.com,,List import
11061100,Inactive Investor,Toby McSwain,Financial Advisor,LPL Financial LLC Kingwood TX 1710 W Lake Houston Pkwy,toby@lpl.com,,Salesforce
6847460,,Mohammad Arif,,,khanpthan467@gmail.com,,Web Form Fillout
1001829,Inactive Investor,Tim Baker,Founder,Timonier Family Office,tim@timonier.com, +1 336 725 5010,
8480849,,Michael Wiza,,BMO,michael.wiza@bmo.com,(414) 444-4444,List Import
11200720,Inactive Investor,Michael Brown,Chief Compliance Officer;Owner;President,Olde Towne Financial Management Co.,,,Salesforce
10987869,Inactive Investor,Janet Guziak,,"Avantax Investment Services, Inc.",,,Salesforce
9588863,,Ahmed AlHamiz,,,ahmed.alhamiz@gmail.com,,List import
9594268,,Gailin Moore,,,gmoore4u123@gmail.com,,List import
9612263,,Juliann Slicker,,,jslicker73@yahoo.com,,List import
11130929,Inactive Investor,Olalekan Adeduji,Chief Compliance Officer,Washington Trust Advisors Wellesley MA 100 William St,ofadeduji@washtrust.com,,Salesforce
10769870,Inactive Investor,Ann Isola,,"Ameriprise Financial Services, LLC Rolling Meadows IL 1600 Golf Rd",ann.e.isola@ampf.com,,Salesforce
11196743,Inactive Investor,Thomas Visintine,Retirement Planning Specialist,"Equitable Advisors, LLC Saint Louis MO 11400 Concord Village Ave",thomas.visintine@equitable.com,,Salesforce
10805847,Inactive Investor,Kerri Biondo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",kerri.biondo@ml.com,,Salesforce
10894748,Inactive Investor,Michael Felmet,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10861036,Inactive Investor,Warren Prentice,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",warren.prentice@wellsfargo.com,,Salesforce
10794575,Inactive Investor,Steven Bright,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",steven.h.bright@ampf.com,,Salesforce
9642679,,Kamel Mroue,,,drkcoins@gmail.com,,List import
11172349,Inactive Investor,William Bowdy,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,william.bowdy@fidelity.com,,Salesforce
10919555,Inactive Investor,Sarah Lynch,Vice President - Operations,"Prowell Financial Management, LLC",sarah@prowell-financial.com,,Salesforce
10955426,Inactive Investor,Seth Pfeiffer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
204957,,Matt Willis,,Point 72,matt.willis@point72.com, -14393,Content
10820234,Inactive Investor,Aaron Jasper,,"Mutual Securities, Inc.",aaron.jasper@mutualsecurities.com,,Salesforce
10916573,Inactive Investor,William Tortorice,,LPL Financial LLC Rochester NY 99 Canal Landing Blvd,bill.tortorice@lpl.com,,Salesforce
10832824,Inactive Investor,Jamal Abu-Shamala,Account Vice President;Financial Advisor,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,jamal.abu-shamala@ubs.com,,Salesforce
10766520,Inactive Investor,Paul Abrahimzadeh,,Citigroup Global Markets Inc.,paul.abrahimzadeh@citi.com,,Salesforce
11200085,Inactive Investor,Joshua Stubbolo,Founder;Managing Member;Managing Partner,"Family Legacy Financial Solutions, LLC",josh@familylegacync.com,,Salesforce
11158903,Inactive Investor,James Miller,Financial Advisor,"Golden State Equity Partners, LLC Anchorage AK 450 E Tudor Rd",,,Salesforce
11117422,Inactive Investor,Jaynie Gordon,,PFS Investments Inc. Roseville CA 1200 Melody Ln,jaynie.gordon@primerica.com,,Salesforce
10888848,Inactive Investor,Chester Anderson,Advisor,7th Harvest Investments,chester@7harvestinvestments.com,,Salesforce
11171089,Inactive Investor,Andrew Nevin,,"Lion Street Financial, LLC San Ramon CA 2404 San Ramon Valley Blvd",anevin@lionstreet.com,,Salesforce
352995,,Norihisa Shimozawa,Head of Research Group,DBJ Americas Inc.,norihisa.shimozawa@dbjamericas.com,,Event
11143363,Inactive Investor,Benjamin Bishop,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",benjamin.bishop@ml.com,,Salesforce
9585424,,Thomas Fishel,,,t.fishel@fi.com,,List import
11179945,Inactive Investor,Michael Bertelletti,,"Avantax Investment Services, Inc. Staten Island NY 95 New Dorp Ln",,,Salesforce
11083747,Inactive Investor,Matthew Hurley,Financial Advisor,"Independent Financial Group, LLC San Diego CA 6265 Greenwich Dr",mhurley@ifgrr.com,,Salesforce
352498,,Jenny D'Ambrosio,Client Liaison,Intrepid Capital Management Inc,jdambrosio@intrepidcapital.net,904-246-3433,Manual List Upload
11078285,Inactive Investor,Noah Hinsch,Financial Advisor,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",noah.hinsch@nm.com,,Salesforce
11124702,Inactive Investor,John Kirchhoff,,Thrivent Investment Management Inc. Sterling IL 811 E 3rd St,john.kirchhoff@thrivent.com,,Salesforce
11166180,Inactive Investor,Erica Hubert,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,erica.hubert@fmr.com,,Salesforce
11001821,Inactive Investor,Kendra Zengil,Team Leader,Edward Jones Maryland Heights MO 201 Progress Pkwy,kendra.zengil@edwardjones.com,,Salesforce
9636165,,Melanie Beebe,,,mbeebe@ncafinancial.com,,List import
11153499,Inactive Investor,Lee Calfo,,"J. Alden Associates, Inc.",lcalfo@j-alden.com,,Salesforce
10969930,Inactive Investor,Dylan Furlong,,L.M. Kohn & Company Ann Arbor MI 2229 Packard St,,,Salesforce
10941084,Inactive Investor,Nathanial Bays,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10896535,Inactive Investor,James Deberry,Financial Advisor,LPL Financial LLC Jacksonville FL 11343 San Jose Blvd,james.deberry@lpl.com,,Salesforce
335946,, -,,[[Unknown]],mediumsahkoposti@gmail.com,,Direct
10752643,Inactive Investor,Zachary Gladen,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Sherman TX 600 E Taylor St",zach.gladen@wellsfargoadvisors.com,,Salesforce
10798728,Inactive Investor,Dan Altamirano,,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",dlaltamirano@financialguide.com,,Salesforce
10926747,Inactive Investor,Renaldo Fernandez,,"Osaic Wealth, Inc. Richmond TX Private Residence",,,Salesforce
11238029,Inactive Investor,C Perry,,Performance Trust,cperry@performancetrust.com,,Salesforce
9602738,,Steve Yoost,General Counsel,Trive Capital Management Llc,steveyoost@trivecapital.com,,List import
9615311,,rocco rositano,,,rrositano2000@yahoo.com,,List import
11195440,Inactive Investor,Clifford Veach,Chief Compliance Officer;President,Veach Family Financial,veach@indfinadv.com,,Salesforce
9553237,,m krishan,,,pxcard@aol.com,,List import
10842530,Inactive Investor,Kevin Barry,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11004393,Inactive Investor,Ryan Lee,,NYLIFE Securities LLC,rslee@ft.newyorklife.com,,Salesforce
10884517,Inactive Investor,Victor Altadonna,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",,,Salesforce
10777877,Inactive Investor,Jonathan Walls,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jonathan.walls@tiaa.org,,Salesforce
10960046,Inactive Investor,Avishak Deb Roy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10776252,Inactive Investor,Jamie Jarmon,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC Scott Depot WV 210 Great Teays Blvd,jamie.r.jarmon@chase.com,,Salesforce
221045,,Matteo Ise,,[Unknown],matteo.isenburg@anubidigital.com,,Direct
11002068,Inactive Investor,Brant Meyer,Financial Advisor,"Principal Securities, Inc. Wausau WI 210 McClellan St",meyer.brant@principal.com,,Salesforce
11141073,Inactive Investor,Sean Leonard,Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Needham Heights MA 197 1st Ave",,,Salesforce
11238075,Inactive Investor,Lori Gilchrist,,Tcw Investment Management Company LLC,lori.gilchrist@tcw.com,,Salesforce
11176182,Inactive Investor,Mary Pigott,,Cetera Advisor Networks LLC Clovis CA 952 Pollasky Ave,pigottm@ceteranetworks.com,,Salesforce
11093366,Inactive Investor,Loretta Finck,First Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,loretta.finck@ubs.com,,Salesforce
11174507,Inactive Investor,Cole Gillespie,,LPL Financial LLC Scottsdale AZ Private Residence,cole.gillespie@lpl.com,,Salesforce
10875358,Inactive Investor,Pingping Larson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 7545 Ashworth Rd",pingping.larson@ml.com,,Salesforce
10487073,,Adam Koch,Vice President,J.P. Morgan Securities LLC,adam.j.koch@jpmorgan.com,,List Import
10874681,Inactive Investor,Deirdre Hall,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,deirdre.hall@morganstanley.com,,Salesforce
10954832,Inactive Investor,Truong Dang,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10869586,Inactive Investor,John Nelligan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10776382,Inactive Investor,Paul Lefebvre,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",paul.lefebvre@wellsfargoadvisors.com,,Salesforce
10924372,Inactive Investor,Wayne Pampaloni,Financial Planner;Partner,"Acorn Financial Advisory Services, Inc.",wpampaloni@acorn-financial.com,,Salesforce
10750411,Inactive Investor,Jonathan Ortiz De La Paz,,PFS Investments Inc. Guaynabo 35 Calle Juan C Borbon,,,Salesforce
373383,,Adriana Thomsen,,[Unknown],tobathomm@gmail.com,,source
10863031,Inactive Investor,William Gore,Financial Advisor,Edward Jones Greer SC 14332 E Wade Hampton Blvd,william.gore@edwardjones.com,,Salesforce
10611131,,Mario Forlini,"Managing Director, Wealth Management Advisor",,mario_forlini@ml.com,,List Import
10807157,Inactive Investor,Stanley Cunningham,Financial Advisor,Edward Jones New Braunfels TX 398 Landa St,stan.cunningham@edwardjones.com,,Salesforce
10814774,Inactive Investor,Jerry Nelson,,State Farm VP Management Corp. Charleston WV 2401 Wshngtn St E,jerry.nelson.gzmr@statefarm.com,,Salesforce
10863611,Inactive Investor,Lance Garlington,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10965791,Inactive Investor,Carol Harten,,LPL Financial LLC Baltimore MD 5201 Roland Ave,carol.harten@lpl.com,,Salesforce
9609327,,Alpha Diallo,,,aodiallo970@gmail.com,,List import
11091709,Inactive Investor,Eric Hanson,,Commonwealth Financial Network Andover MA 91 Main St,ehanson@commonwealth.com,,Salesforce
10788003,Inactive Investor,Samuel Descovich,Head - Investments,Citigroup Global Markets Inc. Babylon NY Private Residence,,,Salesforce
11196903,Inactive Investor,Aaron Moore,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",aaron.moore@nm.com,,Salesforce
9605882,,Dennis Laird,,,dlaird@reliance-financial.com,,List import
9609955,,Robert Farrar,,,bobfarrar@aol.com,,List import
10986957,Inactive Investor,Jakob Webel,Wealth Manager,"Geneos Wealth Management, Inc. Mesa AZ 2929 N Power Rd",,,Salesforce
9547166,,hurstmark01@aol.com Hurst,,,hurstmark01@aol.com,,List import
10851719,Inactive Investor,Alixandra Beaman,Client Associate,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",alixandra.beaman@rbc.com,,Salesforce
9573049,,Matthew McConnell,,,matthew.mcconnell@surveyor-capital.com,,List import
10896256,Inactive Investor,Crystal Featherstone,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10848026,Inactive Investor,Tracy Gangone,Client Service Associate,Robert W. Baird & Co. Incorporated Knoxville TN 1225 E Weisgarber Rd,tgangone@rwbaird.com,,Salesforce
9602318,,Devan Sapp,,,devansapp@gmail.com,,List import
11113940,Inactive Investor,James Kolbusz,Financial Solutions Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",james.kolbusz@ml.com,,Salesforce
10854168,Inactive Investor,Jerry McVean,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",jerry.mcvean@wellsfargoadvisors.com,,Salesforce
9618667,,Jeff Batts,,,jeff_batts@yahoo.com,,List import
10872432,Inactive Investor,Joseph Caldararo,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC Oceanside CA 3470 Marron Rd",joseph.a.caldararo@wellsfargo.com,,Salesforce
10979780,Inactive Investor,Hermes Almaguer,,"Allstate Financial Services, LLC Lancaster PA 641 S Prince St",,,Salesforce
234557,, -,,[[Unknown]],dkissel@comcast.net,,Direct
10768824,Inactive Investor,John Malinak,Financial Advisor,Edward Jones Commack NY 2193 Jericho Tpke,john.malinak@edwardjones.com,,Salesforce
10474372,,ANKIT KUMAR SONKAR,,,ankitsonkar574@gmail.com,,Web Form Fillout
9556857,,zarfaoui mohamed,,,b0237051@gmail.com,,List import
10788571,Inactive Investor,Paul Sylvia,Financial Advisor,"Ameriprise Financial Services, LLC Gurnee IL 5101 Washington St",paul.sylvia@ampf.com,,Salesforce
11116338,Inactive Investor,Christopher Burt,,"Wells Fargo Clearing Services, LLC Colorado Springs CO 102 S Tejon St",christopher.burt@wellsfargoadvisors.com,,Salesforce
11079677,Inactive Investor,Scott Biertzer,,"Associated Investment Services, Inc. Minocqua WI 8683 US Hwy 51 N",scott.biertzer@associatedbank.com,,Salesforce
9569118,,Joe -,,,joeyribis@yahoo.com,,List import
11241219,,Nur Annisa,,,danisharsyillll@gmail.com,,Web Form Fillout
11167460,Inactive Investor,David Zupek,,"Concorde Investment Services, LLC Racine WI 6226 Bankers Rd",dzupek@concordeis.com,,Salesforce
10911615,Inactive Investor,Stephen Abbott,,Davenport & Company LLC,,,Salesforce
10995970,Inactive Investor,Jay Lee,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,jlee35@ft.newyorklife.com,,Salesforce
11030314,Inactive Investor,Robert Mason,,PFS Investments Inc. Los Angeles CA 6820 La Tijera Blvd,robert.mason@primerica.com,,Salesforce
10657538,,Kelly Mayton,,,kelly.mayton@wellsfargoadvisors.com,,List Import
166282,,Daniel Pizarro,,[Unknown],danpc00@gmail.com,,Paid Social
10834125,Inactive Investor,John Werhan,Partner,Thomas Doll,haden@twdadvisors.com,,Salesforce
11013003,Inactive Investor,Andrew Kalenberg,Financial Planner,The Financial Planning Co. Hutchinson MN Private Residence,akalenberg@thefinancialplanningco.com,,Salesforce
10619610,,John Anderson,,,john.anderson@bcu.org,,List Import
9586879,,John Hayes,,,jhayes@lvwm.com,,List import
10764821,Inactive Investor,Leila Pinto,Managing Director,Morgan Stanley Riverhead NY 611 E Main St,leila.pinto@morganstanley.com,,Salesforce
11167490,Inactive Investor,Alessio Fabri,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10831585,Inactive Investor,Richard McKinley,Financial Planner,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",richard.mckinley@prudential.com,,Salesforce
9617126,,K. Peter Heiland,,,peter@jeccapital.com,,List import
10783504,Inactive Investor,Matthew Brown,Financial Advisor,Edward Jones Wilmington DE 5301 Limestone Rd,matt.brown@edwardjones.com,,Salesforce
11084887,Inactive Investor,Theresa Kost,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",theresa.kost@rbc.com,,Salesforce
10836238,Inactive Investor,Geoffrey Wright,Financial Representative,Lincoln Investment Ithaca NY Private Residence,gwright@lincolninvestment.com,,Salesforce
10930364,Inactive Investor,Angela Miller,,LPL Financial LLC Binghamton NY 47-49 Front St,angela.miller@lpl.com,,Salesforce
10848893,Inactive Investor,Larry Bennett,,"Osaic Wealth, Inc. Punta Gorda FL 4456 Tamiami Trl",,,Salesforce
10969651,Inactive Investor,Ryan Moran,,Vanguard Marketing Corporation,ryan_moran@vanguard.com,,Salesforce
10892335,Inactive Investor,Daniel Fetters,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11080972,Inactive Investor,Teresa Fournier,,"Wells Fargo Clearing Services, LLC Las Vegas NV 3800 Howard Hughes Pkwy",jill.fournier@wellsfargo.com,,Salesforce
9577476,,Jessica Montford -,,,jmontford03@gmail.com,,List import
9619641,,Jennifer Wood,,,woodjennifer620@gmail.com,,List import
10971634,Inactive Investor,Davis Odell,,NYLIFE Securities LLC Casper WY 1973 E A St,dhodell@ft.newyorklife.com,,Salesforce
10854828,Inactive Investor,Maura Gomes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,maura.gomes@fidelity.com,,Salesforce
9598211,,Tosha Thompson,,,tosha122782@gmail.com,,List import
11096163,Inactive Investor,Jayme Hicks,,Country Capital Management Company Harrisburg IL 205 E Sloan St,jordan.hicks@countryfinancial.com,,Salesforce
352601,,Lawrence Benjamin,Senior Advisor,"New Mountain Finance Advisers Bdc, L.l.c.",lbenjamin@newmountainfinance.com,212-720-0300,Manual List Upload
9562363,,Christina Gillies,,,gillies.christina@principal.com,,List import
11233664,Inactive Investor,Joseph Miller,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,,,Salesforce
9619152,,Joseph Ciampi,,,jciampi@silverbackasset.com,,List import
11078514,Inactive Investor,Gideon Ngobi,Financial Professional,Thrivent Investment Management Inc. Saint Paul MN 939 Old Hwy 8 NW,gideon.ngobi@thrivent.com,,Salesforce
9624930,,Teddy Ceasar,,,tceasar08@gmail.com,,List import
9548653,,Lene Simnioniw,,,lene.simnioniw@myfw.com,,List import
11143472,Inactive Investor,Oscar Hernandez,,J.P. Morgan Securities LLC Houston TX 5207 Airline Dr,oscar.hernandez@jpmorgan.com,,Salesforce
11103078,Inactive Investor,Cameron Freeman,,Commonwealth Financial Network Sarasota FL 1 S School Ave,cfreeman@commonwealth.com,,Salesforce
9556788,,Ayanda Ncube,,,archiencube14@gmail.com,,List import
11165358,Inactive Investor,Joseph Cantore,Wealth Advisor,"Osaic Wealth, Inc. Boca Raton FL 2700 N Military Trl",,,Salesforce
55440,,Ross Mcknight,,Eagle Strategies LLC,rjmcknight@ft.newyorklife.com,504-569-0500,
10764451,Inactive Investor,Mary Mai,Financial Advisor,"Wells Fargo Clearing Services, LLC Easton PA 3840 Freemansburg Ave",mary.mai@wellsfargoadvisors.com,,Salesforce
10931791,Inactive Investor,Megan Chicone,,State Farm VP Management Corp. Venetia PA 807 E McMurray Rd,,,Salesforce
370899,,John Freese,,United States,jbfreese4@gmail.com,,Salesforce
9634817,,Layton Grisette,,,lgrisette@argonnecapital.com,,List import
11046882,Inactive Investor,Stephen Schwab,Registered Associate,Rockefeller Financial LLC,stephen.schwab@morganstanley.com,,Salesforce
9545782,,John-Michael Grzan,,,john-michael.grzan@bluecrestcapital.com,,List import
10487457,,Larry Brasel,,"Cambridge Investment Research Advisors, Inc.",brasel2@icloud.com,,List Import
10970722,Inactive Investor,Kylie Cohu,,Jefferies LLC,kcohu@jefferies.com,,Salesforce
11080953,Inactive Investor,Charles Tramantano,Financial Advisor,"Wells Fargo Clearing Services, LLC Hopewell Junction NY 394 Rte 376",charles.a.tramantano@wellsfargo.com,,Salesforce
11028086,Inactive Investor,Joseph Fanara,,"Northwestern Mutual Investment Services, LLC Rockford IL 1252 Bell Valley Rd",joseph.fanara@nm.com,,Salesforce
223050,,Federico Quaia,,[Unknown],federico.quaia@centricwealth.com.au,,source
11042191,Inactive Investor,Lawrence Mui,,State Farm VP Management Corp. Pleasanton CA 4625 1st St,lawrence.mui.jxe9@statefarm.com,,Salesforce
11102126,Inactive Investor,Douglas Katzenberger,,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,douglas.katzenberger@primerica.com,,Salesforce
10659796,,Gregory Phillips,,,gphillips@calton.com,,List Import
9576320,,Raymond Welsh,,,rwelsh@massmutual.com,,List import
11079357,Inactive Investor,Christopher Broderick,,"Farmers Financial Solutions, LLC Orland Park IL 9926 W 143rd Pl",cbroderick@farmersagent.com,,Salesforce
11188998,Inactive Investor,Julia Caballero,,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",,,Salesforce
11183835,Inactive Investor,Shaley Venz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9579515,,Adam Cummings,,,anc1@pacbell.net,,List import
10842277,Inactive Investor,Tayler Draeger,Financial Advisor,"Ameriprise Financial Services, LLC Fargo ND 2300 13th Ave S",tayler.draeger@ampf.com,,Salesforce
240297,,Robert Jones,,[Unknown],robert.jones22650@gmail.com,,Direct
11031886,Inactive Investor,Maureen Decker,Financial Advisor,"Hornor, Townsend & Kent, LLC Wilton CT 187 Danbury Rd",mdecker@htk.com,,Salesforce
10484961,,Lucian Ioja,"Chief Compliance Officer, Managing Member",Oris Wealth Designs LLC,lucian@oriswealth.com,,List Import
249113,,Daniel Shin,Partner,KingsBay Capital,ds@kingsbaycapital.com,,Manual List Upload
10872877,Inactive Investor,Bryan Kelly,,"Steward Partners Investment Solutions, LLC Chattanooga TN 1307 E Main St",bryan.kelly@stewardpartners.com,,Salesforce
10786838,Inactive Investor,Nicholas Niehaus,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,nicholas.niehaus@fmr.com,,Salesforce
219215,,peter wu,,[Unknown],peterwusg@gmail.com,,Direct
10894992,Inactive Investor,Eliot Howell,Financial Advisor,LPL Financial LLC Milton DE 113 Union St,eliot.howell@lpl.com,,Salesforce
11117726,Inactive Investor,Michael Oates,Managing Director,"Wells Fargo Advisors Financial Network, LLC Morgantown WV 455 Suncrest Town Centre Dr",michael.oates@wfafinet.com,,Salesforce
9622969,,Kelly Ogilvie,,,kelly.ogilvie@gmail.com,,List import
371373,,Ed Engle,,N/A,edwardengle@gmail.com,2145573758,Google Natural Search
9606168,,Bob Castrignano,,,robert.castrignano@psc.com,,List import
11206736,Inactive Investor,Lynn Habrowski,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,lynn.habrowski@lpl.com,,Salesforce
11064860,Inactive Investor,Jon Kaynes,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,jon.kaynes@morganstanley.com,,Salesforce
11053515,Inactive Investor,Neeraj Parasher,Chief Compliance Officer;Chief Operating Officer;Owner,"FolioBeyond, LLC",nparasher@foliobeyond.com,,Salesforce
10821878,Inactive Investor,Sean Hagerman,Financial Advisor,Edward Jones Denver CO 501 S Cherry St,sean.hagerman@edwardjones.com,,Salesforce
10836444,Inactive Investor,Brian Marks,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",brian_marks@ml.com,,Salesforce
9584385,,Linda Caffin,,,lcaffin@carlmarks.com,,List import
10964944,Inactive Investor,Shifang Li,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",helen.li2@ml.com,,Salesforce
11006918,Inactive Investor,James Skoggard,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,james.skoggard@morganstanley.com,,Salesforce
10973301,Inactive Investor,David Thrasher,,J.P. Morgan Securities LLC Flower Mound TX 6240 Long Prairie Rd,david.thrasher@jpmorgan.com,,Salesforce
224444,,Katherine Hart,Chief Compliance Officer,"Acm Management Company, Llc",hart@agriculturecapital.com,971-420-0260,Manual List Upload
11061243,Inactive Investor,Rebecca Lu,,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",,,Salesforce
10389820,,Kevin haines,,,haines.kevin@gmail.com,,Web Form Fillout
10770980,Inactive Investor,Brandon Johnson,Finance Specialist,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",brandon.johnson4@wellsfargo.com,,Salesforce
11002305,Inactive Investor,Brandon Millican,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11260785,Inactive Investor,Tyler Vitale,,Cary Street Partners Glen Allen VA 4401 Waterfront Dr,tyler.vitale@carystreetpartners.com,,Salesforce
9551721,,DAVID OLIVET,,,djoinvestments@msn.com,,List import
10948741,Inactive Investor,Jared Anderson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",,,Salesforce
10658259,,John Hillman,,,jhillman@pksinvest.com,,List Import
10891584,Inactive Investor,Douglas Rajotte,,State Farm VP Management Corp. Loveland CO 746 Cleveland Ave,doug.rajotte.nlxp@statefarm.com,,Salesforce
9580076,,Martin Mcbroom,,,martin@mcbroominv.com,,List import
10843461,Inactive Investor,Robert Frenkel,,"Wells Fargo Advisors Financial Network, LLC Short Hills NJ Private Residence",,,Salesforce
10945021,Inactive Investor,Jordan Gervasi,,Fidelity Brokerage Services LLC,,,Salesforce
10797650,Inactive Investor,Douglas Scalard,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Leavenworth KS Private Residence",douglas.p.scalard@ampf.com,,Salesforce
9551642,,Mark Snow,,,mark.snow@transamerica.com,,List import
11111681,Inactive Investor,Shaanan Domschine,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
10615400,,David Sgorbati,"Financial Advisor, First Vice President, Portfolio Manager",,david.sgorbati@morganstanley.com,,List Import
10816310,Inactive Investor,John Henry Low,Chief Compliance Officer;Corporate Secretary;President;Secretary;Treasurer,Knickerbocker Advisors Inc. Pine Plains NY 45 Johnny Cake Hollow Rd,,,Salesforce
11160913,Inactive Investor,Humberto Olivares,Assistant Vice President,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",humberto.olivares@wellsfargoadvisors.com,,Salesforce
10894986,Inactive Investor,Eric Siegeltuch,,Cetera Financial Specialists LLC Yonkers NY Private Residence,eric.siegeltuch@ceterafs.com,,Salesforce
10904012,Inactive Investor,Kimberly Weber,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,kimberly.weber@ubs.com,,Salesforce
10785986,Inactive Investor,Deborah Pace,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",deborah.pace@ml.com,,Salesforce
11165817,Inactive Investor,Jose Guillermo,,"Allstate Financial Services, LLC Benicia CA 191 Military E",jguillermo@allstate.com,,Salesforce
10646901,,James Abernethy,,,jim.abernethy@lpl.com,,List Import
10968041,Inactive Investor,Kathryn Brown-Namingona,,"Bankers Life Securities, Inc. Cary NC 125 Edinburgh South Dr",kathryn.brown-namingona@bankerslife.com,,Salesforce
10760696,Inactive Investor,Gerald Weiner,Senior Vice President;Wealth Advisor,Morgan Stanley Highland Park IL Private Residence,gerald.weiner@morganstanley.com,,Salesforce
351794,,Greg Golz,Managing Director,"Chatham Investment Advisors, Llc",ggolz@chathamfinancial.com,610-925-3120,Manual List Upload
11070944,Inactive Investor,Thanh Hoang,,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,,,Salesforce
11089982,Inactive Investor,Tracy Newquist,Chief Compliance Officer;Managing Partner;Member;Wealth Advisor,"DWR Wealth Management, LLC",,,Salesforce
10947005,Inactive Investor,Nicholas Mason,,"Avantax Investment Services, Inc. Verona WI 161 Horizon Dr",,,Salesforce
11238584,Inactive Investor,Yehuda Hecht,,"Madison International Realty Holdings, LLC",yhecht@madisonint.com,,Salesforce
9618258,,John Budig,,,john.budig@alyeskagroup.com,,List import
10927251,Inactive Investor,Eliana Vangelos,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
11188185,Inactive Investor,Miche Needham,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
11169382,Inactive Investor,Juan Van Schalkwyk,,Fidelity Brokerage Services LLC,,,Salesforce
10907415,Inactive Investor,Richard Taylor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,richard.taylor@fidelity.com,,Salesforce
10951159,Inactive Investor,Robin Cusimano,,"Osaic Wealth, Inc. Miles City MT 2404 Main St",,,Salesforce
10853541,Inactive Investor,John Montalto,,J.P. Morgan Securities LLC Brooklyn NY 9601 Foster Ave,john.montalto@chase.com,,Salesforce
10838253,Inactive Investor,Timothy Russin,,"Cadaret, Grant & Co., Inc. Binghamton NY 331 Water St",trussin@cadaretgrant.com,,Salesforce
11161128,Inactive Investor,Daniel McKinney,Complex Risk Officer,Morgan Stanley San Francisco CA 555 California St,daniel.mckinney@morganstanley.com,,Salesforce
9618011,,Alan Legate,,,alan.l@stievencapital.com,,List import
342183,,Parag Rathi,Associate,Rc Capital,prathi@rccf.com,513-621-9700,Manual List Upload
9562349,,Frank Sweeney,,,fsweeney@commonwealth.com,,List import
343509,,Charlie Lefort,Wealth Manager,"Mid-atlantic Securities, Inc.",clefort@masecurities.com,919-783-7787,Manual List Upload
11221741,,Danielle Dembowski,,,ddembowski@gmsgroup.com,,List Import
10906272,Inactive Investor,Clarke Holt,Wealth Advisor,"Elevate Wealth Advisory, Inc.",clarke.holt@elevate-wealth.com,,Salesforce
10923470,Inactive Investor,Anthony Stella,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 48 S Service Rd",anthony.stella@ampf.com,,Salesforce
10797231,Inactive Investor,Kevin Ringdahl,Financial Advisor;Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,kevin.ringdahl@morganstanley.com,,Salesforce
10952404,Inactive Investor,Ryan Miller,,GuideStone Financial Services,ryan.miller@guidestone.org,,Salesforce
11195802,Inactive Investor,Ryan Ransford,,"Sentinel Securities, Inc.",ryan.ransford@sentinelgroup.com,,Salesforce
172332,,PHam Hung,,[Unknown],davidhungst@gmail.com,,
124389,,Theresa Harezlak,Financial Advisor,Savant Wealth Management,tharezlak@savantcapital.com,(815) 227-0300,
11097607,Inactive Investor,Varun Marneni,Executive Vice President;Financial Advisor;Shareholder,Consolidated Planning Corporation,vmarneni@cpcadvisors.com,,Salesforce
10865045,Inactive Investor,Kathryn Eads,Financial Advisor,Edward Jones Lewisburg WV 288 Foster St,katie.eads@edwardjones.com,,Salesforce
11145436,Inactive Investor,Robert Peretti,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,robert.peretti@morganstanley.com,,Salesforce
11218924,,Cameron Thornton,,,thorntonc@ceteranetworks.com,,Other
10941812,Inactive Investor,Juan Carreto Chapa,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,juan.carreto-chapa@jpmorgan.com,,Salesforce
10838632,Inactive Investor,Jesse McKindley,,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",jesse.mckindley@nm.com,,Salesforce
94700,,Matteo Turello,,Italy,matteo.turello1980@gmail.com,,
10615278,,Douglas Quartner,"Director - Alternative Investments, Financial Advisor, Senior Vice President, Workplace Advisor",,douglas.quartner@morganstanley.com,,List Import
11128055,Inactive Investor,Caitlin Desantis,,Goldman Sachs & Co.,caitlin.higgins@gs.com,,Salesforce
11104478,Inactive Investor,Alexander Bridges,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",alex.bridges@nm.com,,Salesforce
11158837,Inactive Investor,Dawn Penney,Senior Registered Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,dawn.penney@morganstanley.com,,Salesforce
10943214,Inactive Investor,Karyn Cavanaugh,Financial Advisor,"Ameriprise Financial Services, LLC Myrtle Beach SC 1300 Professional Dr",karyn.cavanaugh@ampf.com,,Salesforce
238669,,YYGINN@gmail.com Ginn Yii,,[Unknown],yyginn@gmail.com,,Direct
11074392,Inactive Investor,Scot Stark,Owner;President,"Stark Strategic Capital Management, Inc.",scot@sscm-inc.com,,Salesforce
123077,,Douglas Buchan,,"Buckingham Strategic Wealth, Llc",dbuchan@bamadvisor.com,908-955-0331,
11027656,Inactive Investor,Paul Watzke,,NYLIFE Securities LLC Morris MN 210 Atlantic Ave,pwatzke@ft.newyorklife.com,,Salesforce
10965421,Inactive Investor,William Dasilva,,Hilltop Securities Inc. Charlotte NC 6100 Fairview Rd,william.dasilva@hilltopsecurities.com,,Salesforce
10833842,Inactive Investor,Corey Steinmetz,,"Ameritas Investment Company, LLC Torrington WY 2010 Main St",csteinmetz@ameritas.com,,Salesforce
10774298,Inactive Investor,Janet Oleary,Employee Benefits Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",janet.oleary@bofa.com,,Salesforce
11168789,Inactive Investor,Sean McGinness,Financial Advisor,"CUSO Financial Services, L.P. Las Vegas NV 2699 N Tenaya Way",,,Salesforce
11106734,Inactive Investor,Caleb Howard,Advisor;Portfolio Manager,"Legacy Wealth Management, LLC",caleb@legacywealthmg.com,,Salesforce
11110338,Inactive Investor,Shelley Verhagen,,LPL Financial LLC,shelley.verhagen@lpl.com,,Salesforce
9583681,,William Schumaker,,,schumaker.matthew@principal.com,,List import
11233120,Inactive Investor,Teodora Nitu,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10617301,,Donald Huff,,,donald.e.huff@ampf.com,,List Import
10761948,Inactive Investor,Austin Woodin,Financial Advisor,Edward Jones Ames IA 2615 Northridge Pkwy,austindm.woodin@edwardjones.com,,Salesforce
11068461,Inactive Investor,Andrew Pillsbury,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",,,Salesforce
9563082,,Monthien Satimanon,,,msatimanon@gmail.com,,List import
11047007,Inactive Investor,James Owens,Owner,"Owens, James",james@owens-mitchellcpa.com,,Salesforce
10797843,Inactive Investor,Robert Pakonis,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
9615460,,Benjamin Nitz,,,nichieescoban@yahoo.com,,List import
10784839,Inactive Investor,Jerry Hemmer,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,jerry_hemmer@glic.com,,Salesforce
9643279,,Brett Sierakowski,,,brettsierakowski@yahoo.com,,List import
116736,,Thomas Fejes,,Lincoln Financial Advisors Corporation,tom.fejes@lfg.com,216-591-2354,
11166790,Inactive Investor,Peter Kramer,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",peter.kramer@ml.com,,Salesforce
10990132,Inactive Investor,Paul Bischmann,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",,,Salesforce
11063762,Inactive Investor,Paul Marshall,,"SWBC Investment Services, LLC",pmarshall@swbc.com,,Salesforce
10894889,Inactive Investor,Brad Meinhart,,Country Capital Management Company Effingham IL 402 S 4th St,brad.meinhart@countryfinancial.com,,Salesforce
10836822,Inactive Investor,James Anderson,Financial Advisor,Edward Jones San Antonio TX 4114 Pond Hill Rd,ron.anderson@edwardjones.com,,Salesforce
10794690,Inactive Investor,Kimberly Lacour,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,kimberly.lacour@fidelity.com,,Salesforce
11145028,Inactive Investor,Shane Bulgerin,Senior Relationship Manager,"Corda Investment Management, LLC",shane@cordamanagement.com,,Salesforce
10819691,Inactive Investor,Robert Fallone,Director;First Vice President;Wealth Advisor,Citigroup Global Markets Inc. Scarsdale NY 845 Central Park Ave,robert.fallone@citigroup.com,,Salesforce
11033252,Inactive Investor,Garrett Boeding,,"FBL Marketing Services, LLC New Hampton IA 9 E Spring St",garrett.boeding@fbfs.com,,Salesforce
11186868,Inactive Investor,Michael Moulthrop,Investment Advisor Representative,"IAMS Wealth Management, LLC Higganum CT Private Residence",m.moulthrop@iamswm.com,,Salesforce
10901638,Inactive Investor,Pepe Nava,,"Robinhood Financial, LLC",pepe.nava@robinhood.com,,Salesforce
337820,,Cathy Lai,Member And Chief Financial Officer,Drake Capital Advisors Llc,clai@drakeadvisors.com,203-861-7500,Manual List Upload
11219430,,Neal Lee,,,nlee@bahl-gaynor.com,,Other
11260931,Inactive Investor,Sergi Sainz Barrionuevo,,Evercore Group L.L.C.,,,Salesforce
11041796,Inactive Investor,Tommy Ngo,Investment Consultant,"Charles Schwab & Co., Inc. Milpitas CA 12 Ranch Dr",,,Salesforce
6870795,,Bonnie Smith,,,horir41492@youke1.com,,Web Form Fillout
11062034,Inactive Investor,Steven Cherry,Wealth Advisor,Hemington Wealth Management Chicago IL 150 S Wacker Dr,steven.cherry@hemingtonwm.com,,Salesforce
11016891,Inactive Investor,Emma Came,,"Cambridge Investment Research, Inc. Salina KS 200 S Santa Fe Ave",,,Salesforce
10815160,Inactive Investor,Hirsh Zyskind,Financial Advisor;Managing Director,Morgan Stanley Toms River NJ 1433 Hooper Ave,hirsh.zyskind@morganstanley.com,,Salesforce
11002054,Inactive Investor,Austin Alejos,Wealth Management Associate,"Smith, Moore & Co. Overland Park KS 9401 Indian Creek Pkwy",aalejos@smithmoore.com,,Salesforce
9561303,,Hari Krishna Vootukuri,,,harikvutukuri@gmail.com,,List import
352329,,John Capperella,Managing Director,"Lbc Credit Management, L.p.",jcapperella@lbccredit.com,215-972-8900,Manual List Upload
11114106,Inactive Investor,Teresa Webster,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10935618,Inactive Investor,Thomas McBride,Financial Advisor,LPL Financial LLC Grand Rapids MN 415 SE 13th St,thomas.mcbride@lpl.com,,Salesforce
11198752,Inactive Investor,Jennifer Anderson,Financial Advisor,PNC Investments Killeen TX 1300 E Central Texas Expy,,,Salesforce
11148995,Inactive Investor,Robert Koeth,Financial Consultant,"Hantz Financial Services, Inc. Willoughby OH 37131 Euclid Ave",bud.koeth@hantzgroup.com,,Salesforce
11114073,Inactive Investor,Mark Thomas,,"Cambridge Investment Research, Inc. Concord NC 845 Church St N",,,Salesforce
10921098,Inactive Investor,Alfredo Monteiro,,"Empower Financial Services, Inc Pike Road AL Private Residence",alfredo.monteiro@empower.com,,Salesforce
10833600,Inactive Investor,Jerry Greene,,"Arete Wealth Management, LLC",jerry.greene@aretewealth.com,,Salesforce
10885551,Inactive Investor,Kyle Balkissoon,Managing Partner,Stance Capital LLC,kyle@stancecap.com,,Salesforce
10848098,Inactive Investor,Guy Caffey,,"Raymond James Financial Services, Inc. Guntersville AL 400 Gunter Ave",guy.caffey@raymondjames.com,,Salesforce
10939310,Inactive Investor,Megan Toole Hall,,"Farmers Financial Solutions, LLC Carrollton TX 1510 E Belt Line Rd",,,Salesforce
10799341,Inactive Investor,Kathi Clinton,Financial Advisor,"Voya Financial Advisors, Inc. Lisle IL 2525 Cabot Dr",kathi.meyer@voyafa.com,,Salesforce
11011214,Inactive Investor,Jennifer Thieman,Financial Associate,Thrivent Investment Management Inc. Lockwood MO 806 Main St,jennifer.thieman@thrivent.com,,Salesforce
11141819,Inactive Investor,Theodore Zak,Financial Advisor;Managing Director - Investments,&Partners Saint Louis MO 7701 Forsyth Blvd,theodore.zak@wellsfargoadvisors.com,,Salesforce
10768177,Inactive Investor,Darin Rokke,Financial Advisor,LPL Financial LLC Otsego MN Private Residence,darin.rokke@lpl.com,,Salesforce
92509,,George Reed,CEO,"Hardy Reed, Llc",sreed@hardyreed.com,662-823-4722,Manual List Upload
10855208,Inactive Investor,Tommy Ricks,President,"ETEXfinancial, Inc. Mount Vernon TX 203 Kaufman St N",tom@etexfinancial.com,,Salesforce
11044590,Inactive Investor,Emily Rice,,Edward Jones Mount Sterling KY 25 Sterling Way,,,Salesforce
10847707,Inactive Investor,Jason Quintus,Financial Advisor,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",jason.quintus@voyafa.com,,Salesforce
10798575,Inactive Investor,Alexander Callahan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",alec_callahan@ml.com,,Salesforce
10833767,Inactive Investor,Lisa Sandlin,,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",lisa.sandlin@transamerica.com,,Salesforce
9626586,,Tanakorn Jantaaksorn,,,tanakornjantaaksorn@gmail.com,,List import
11080246,Inactive Investor,Eric Schneck,Financial Advisor,Edward Jones Borger TX 905 N Cedar St,eric.schneck@edwardjones.com,,Salesforce
10793444,Inactive Investor,John Curren,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",john.curren@ml.com,,Salesforce
10489973,,Ronald Hodges,"Chief Compliance Officer, Chief Executive Officer, Managing Director, Managing Member",Crestway Advisory Group,info@hodgesmail.com,,List Import
11135487,Inactive Investor,Joseph Mersol,,NYLIFE Securities LLC Youngstown OH 33 Sheridan Rd,jmmersol@ft.newyorklife.com,,Salesforce
10794902,Inactive Investor,Randall Rogers,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11196901,Inactive Investor,Justin Sanders,Financial Advisor,LPL Financial LLC Atlanta GA 900 Ashwood Pkwy,justin.sanders@lpl.com,,Salesforce
9640712,,Angel Pontiles,,,angelpontiles@gmail.com,,List import
9604077,,FELIX SALMON,,,felix@axios.com,,List import
10824770,Inactive Investor,Jeffery Herbek,Financial Advisor,"Good Life Advisors, LLC Boise ID 5244 N Eagle Rd",jeff.herbek@goodlifefa.com,,Salesforce
9576378,,Yevgeniy halak Halak,,,jhennyahalak@gmail.com,,List import
352932,,SHIBU PUNNOOSE,Co-Founder & Managing Partner,MPW CAPITAL ADVISORS,shibu.punnoose@mpwcapital.com,,Event
11109153,Inactive Investor,Michael Giacco,,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,mgiacco@rockco.com,,Salesforce
11092087,Inactive Investor,Mayra Vasquez,,"Wells Fargo Clearing Services, LLC Santa Maria CA 2445 S Broadway",mayra.vasquez@wellsfargo.com,,Salesforce
10909174,Inactive Investor,Jacob Morgan,,State Farm VP Management Corp. Richardson TX 1415 State St,jacobmorgan@statefarm.com,,Salesforce
10866673,Inactive Investor,Angel Ferrer,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",angel.ferrer@ml.com,,Salesforce
11023750,Inactive Investor,Isabell Williams,,Edward Jones Lawrenceville GA 242 S Culver St,,,Salesforce
11036023,Inactive Investor,Luke Herber,Private Banker,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,luke.herber@jpmorgan.com,,Salesforce
11163725,Inactive Investor,Karla Rosales,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9574216,,Seth Yates,,,seth.yates@suntrust.com,,List import
10879119,Inactive Investor,Juan Giron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 1795 Bonaventure Blvd",juan.giron@ml.com,,Salesforce
10941568,Inactive Investor,John Mullen,,"RB Capital Management, LLC Walnut Creek CA 1615 Bonanza St",,,Salesforce
10785928,Inactive Investor,David Jackson,Senior Portfolio Manager;Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,david.i.jackson@ubs.com,,Salesforce
10696196,Inactive Investor,Matthew Lovejoy,,Mariner Wealth,matt.lovejoy@marineradvisornetwork.com,,List Import
11150870,Inactive Investor,Patrick Milas,Senior Financial Planner,"Citizens Securities, Inc. Westwood MA 200 Station Dr",patrick.milas@citizensbank.com,,Salesforce
10810912,Inactive Investor,Matthew Boersen,Chief Compliance Officer;President,Straight Path Wealth Management,matthew@straightpathwealth.com,,Salesforce
11233937,Inactive Investor,Jason Towe,,AW Securities Indianapolis IN 250 E 96th St,,,Salesforce
342260,,Adam Chalmers,Vice President Chicago,Antares Capital Advisers Llc,adam.chalmers@antares.com,312-889-9920,Manual List Upload
10780986,Inactive Investor,Brett McNamee,Corporate Retirement Director;Director - Alternative Investments;Executive Financial Services Director;Family Wealth Director;Fi,Morgan Stanley Shrewsbury NJ 1030 Broad St,brett.e.mcnamee@morganstanley.com,,Salesforce
11033884,Inactive Investor,Denise Escoto,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,denise.escoto@primerica.com,,Salesforce
10800822,Inactive Investor,Barbara Tutunjian,,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,barbara.connors@ubs.com,,Salesforce
11072542,Inactive Investor,Thomas Stricker,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Dubuque IA 340 W 5th St",thomas.stricker@ampf.com,,Salesforce
11094852,Inactive Investor,Thomas Lindia,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,thomas.lindia@morganstanley.com,,Salesforce
11023893,Inactive Investor,Clare Prendergast,Client Associate;Registered Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,clare.prendergast@ubs.com,,Salesforce
11112037,Inactive Investor,Angelica Delgado,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,,,Salesforce
11029918,Inactive Investor,Tuan Tran,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,ttran05@ft.newyorklife.com,,Salesforce
10756684,Inactive Investor,Matthew Brewers,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",matthew.brewers@ampf.com,,Salesforce
11109956,Inactive Investor,Samira Dahi,,J.P. Morgan Securities LLC Sugar Land TX 5777 New Territory Blvd,samira.dahi@jpmorgan.com,,Salesforce
11305336,Inactive Investor,Paul Reid,,Paul Reid,massoud@grayscale.com,,Salesforce
9626795,,Jack Monroe,,,maximeheistet@googla.gq,,List import
11041624,Inactive Investor,James Chambers,Senior Vice President - Wealth Management,UBS Financial Services Inc. New London CT 2 Union Plz,james.chambers@ubs.com,,Salesforce
11152781,Inactive Investor,Eric Sandowsky,,Cetera Advisors LLC Englishtown NJ 800 Tennent Rd,eric.sandowsky@ceteraadvisors.com,,Salesforce
10833282,Inactive Investor,Gabriel Sinawi,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,gsinawi@ft.newyorklife.com,,Salesforce
10840326,Inactive Investor,Jeffery Bird,Wealth Advisor,"M Holdings Securities, Inc. Minneapolis MN 706 2nd Ave S",jeffery.bird@mfin.com,,Salesforce
11074471,Inactive Investor,David Blake,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 25 Chestnut St",david.x.blake@ampf.com,,Salesforce
10897966,Inactive Investor,Arie Scheurkogel,,Goldman Sachs & Co.,arie.scheurkogel@gs.com,,Salesforce
9550556,,Gregory Heinrich,,,greg@kovacksecurities.com,,List import
11067189,Inactive Investor,Paul Kidder,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Alpharetta GA 2845 Old Milton Pkwy",paul.kidder@schwab.com,,Salesforce
10943667,Inactive Investor,Jerome Dickson,,"Farmers Financial Solutions, LLC Orting WA 102 Washington Ave S",jdickson1@farmersagent.com,,Salesforce
168041,,P 900,,[Unknown],fonkamte@gmail.com,,
9564806,,Mitchell Schafer,,,mschafer@sigmarep.com,,List import
11160516,Inactive Investor,Virginia McQuillan,,State Farm VP Management Corp. Salem OH 194 E State St,virginiamcquillan@statefarm.com,,Salesforce
11088154,Inactive Investor,Travis Oglesby,Senior Wealth Advisor;Wealth Advisor,"Avidian Wealth Solutions, LLC",travisoglesby@avidianwealth.com,,Salesforce
11211596,Inactive Investor,Maureen Kee,,Lincoln Investment,mkee@lincolninvestment.com,,Salesforce
10822709,Inactive Investor,William Jarvis,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10785063,Inactive Investor,Lisa Waters,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,lisa.waters@fidelity.com,,Salesforce
11040662,Inactive Investor,Margarita Mayor,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",margarita.mayor@equitable.com,,Salesforce
10921162,Inactive Investor,Anthony Cairo,,LPL Financial LLC Long Beach NY 1009 W Beech St,anthony.cairo@lpl.com,,Salesforce
10789614,Inactive Investor,Eileen Thompson,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",eileen_thompson@ml.com,,Salesforce
10886093,Inactive Investor,Rebecca Stahl,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,rebecca.ventre@fidelity.com,,Salesforce
9633743,,'e Djjd,,,neversettle030@gmail.com,,List import
10765015,Inactive Investor,Michele Tuzzolo,Assistant Vice President;Senior Client Service Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,michele.tuzzolo@ubs.com,,Salesforce
10806146,Inactive Investor,Crystal Jamieson,,"Sanctuary Securities, Inc. Aliso Viejo CA 30 Enterprise",cjamieson@sanctuarywealth.com,,Salesforce
9644754,,Doug Millowitz,,,douglas.millowitz@gs.com,,List import
9560991,,David Nielsen,,,davidn@tsainvest.com,,List import
10759772,Inactive Investor,Hans Sabiers,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",erik_sabiers@ml.com,,Salesforce
10615904,,Fay Elling,,,fay.ibrahim@jpmorgan.com,,List Import
11196424,Inactive Investor,Daniel Watkins,Investment Advisor,Fisher Investments,,,Salesforce
10813086,Inactive Investor,Brent Greenshields,Chief Compliance Officer;Investment Advisor Representative;Principal,Greenshields Capital LLC,bgreenshields@greenshieldscapital.com,,Salesforce
10857064,Inactive Investor,Steven Choquette,,Cetera Advisor Networks LLC Cheshire CT 609 W Johnson Ave,,,Salesforce
10804257,Inactive Investor,Nick Kounios,,"Osaic Wealth, Inc. Mount Kisco NY 359 Main St",,,Salesforce
11122327,Inactive Investor,Richard Law,Financial Advisor,Robert W. Baird & Co. Incorporated Franklin TN 725 Cool Springs Blvd,rtlaw@rwbaird.com,,Salesforce
10792788,Inactive Investor,Vikas Mohindra,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",vikas_mohindra@ml.com,,Salesforce
10765928,Inactive Investor,Jennifer Boland,,"Wealth Enhancement Brokerage Services, LLC",jboland@wealthenhancement.com,,Salesforce
10564837,,Ruhollah Rezazadeh,,,r_rezazd@yahoo.com,,Web form fillout
11151084,Inactive Investor,Nathan Lovik,Chief Compliance Officer,David James Financial,nlovik@lanefamilywm.com,,Salesforce
11139257,Inactive Investor,John Cooley,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",jack.cooley@ampf.com,,Salesforce
10847219,Inactive Investor,Jarod Bloom,Chief Compliance Officer;Managing Member;Managing Principal;Principal,Sechrest Financial Services Acton MA 526 Main St,jarod@sechrestfinancialservices.com,,Salesforce
10883260,Inactive Investor,Dawn Barringer,,Commonwealth Financial Network Exton PA 110 John Robert Thomas Dr,dbarringer@commonwealth.com,,Salesforce
11065040,Inactive Investor,Wesley Shade,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",,,Salesforce
11000176,Inactive Investor,James Shores,Financial Advisor,American Elite Advisory Corpus Christi TX 4444 Corona Dr,jshores@texaseliteadvisory.com,,Salesforce
11160942,Inactive Investor,Bradley Graham,,Commonwealth Financial Network Saint Louis MO 425 N New Ballas Rd,bgraham@commonwealth.com,,Salesforce
11221985,,Robert Hewitt,,,bhewitt@wealthenhancement.com,,List Import
11175704,Inactive Investor,Hasib Amani,,"Charles Schwab & Co., Inc. Philadelphia PA 1650 Market St",,,Salesforce
11150383,Inactive Investor,Benjamin Mehaffey,,PFS Investments Inc. Meridian ID 1404 N Main St,bmehaffey@primerica.com,,Salesforce
10977367,Inactive Investor,Bari Zund,,Citigroup Global Markets Inc.,bari.zund@citi.com,,Salesforce
9641632,,Rick Lohr,,,rwlohr@aol.com,,List import
10488326,,Daniel Gillespie,"Chief Compliance Officer, Partner, Regulatory Contact",Black Saddle Capital Partners LLC,daniel.gillespie@blacksaddlellc.com,,List Import
11050520,Inactive Investor,Gabriela Hernandez,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,,,Salesforce
337685,,Mark Steffen,Managing Member,"Sightline Wealth Advisors, Llc",msteffen@sightlinewa.com,860-448-0611,Manual List Upload
10764870,Inactive Investor,John Trzeciak,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",john_trzeciak@ml.com,,Salesforce
10644484,,Barry Marks,,,barry.marks@gs.com,,List Import
9546511,,Patryk Maciasz,,,patrykxx44@gmail.com,,List import
10918942,Inactive Investor,Kenneth Rubin,Chief Compliance Officer;Director;Founding Partner,"House Capital Advisors, LLC",,,Salesforce
117650,,James Pursley,"President, Chief Financial Officer","Gaia Capital Management, Inc.",jim.pursley@gaiacapital.com,011-556-434537277,Manual List Upload
9588913,,Kori Handy,,,kori@lillyfunds.com,,List import
11102824,Inactive Investor,Michael Cagnassola,,Goldman Sachs & Co.,michael.cagnassola@gs.com,,Salesforce
10870764,Inactive Investor,William Dahle,,Cetera Financial Specialists LLC West Jordan UT 8545 S Redwood Rd,,,Salesforce
11117566,Inactive Investor,Tory Jones,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
10839714,Inactive Investor,Brian Davis,,"Principal Securities, Inc. Richwood OH 367 E Blagrove St",,,Salesforce
10936098,Inactive Investor,Lisa Hund,Investment Advisor Representative,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,lisa_hund@glic.com,,Salesforce
9632974,,Patrick Milligan,,,pm73@cornell.edu,,List import
10613196,,Thomas Desanctis,"First Vice President, Senior Financial Advisor",,thomas_desanctis@ml.com,,List Import
10838197,Inactive Investor,Mark Sauder,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",mark_sauder@ml.com,,Salesforce
10817583,Inactive Investor,Roderick O'Connor,Financial Advisor,Edward Jones Safety Harbor FL 500 Main St,rory.oconnor@edwardjones.com,,Salesforce
10956478,Inactive Investor,Salena Ou,,J.P. Morgan Securities LLC Brooklyn NY 5423 8th Ave,salena.ou@chase.com,,Salesforce
11026633,Inactive Investor,Joseph Benton,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",joseph.benton@prudential.com,,Salesforce
10839717,Inactive Investor,Marcella Busto,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9541727,,rudy thies,,,rudy@cpcfinancial.com,,List import
3221267,,Mitiku Debia,,,tmitku@gmail.com,,Web Form Fillout
11077588,Inactive Investor,Nelia Cruz Guzman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
9639096,,Christian Dubiel,,,cdubiel@dimensioncapital.com,,List import
11152787,Inactive Investor,Matthew Porter,,Cetera Advisors LLC Idaho Falls ID 1858 1st St,matthew.porter@ceteraadvisors.com,,Salesforce
10979524,Inactive Investor,Zachary Kinslow,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,zachary_kinslow@vanguard.com,,Salesforce
9631371,,Joseph Bailey,,,jbskate100230@gmail.com,,List import
231971,, -,,[[Unknown]],guilherme.calvao@gmail.com,,News & Research
10798543,Inactive Investor,Laurie Clark,Financial Advisor,LPL Financial LLC Spring TX 9595 6 Pines Dr,laurie.clark@lpl.com,,Salesforce
10948248,Inactive Investor,Elizabeth Cutler,Chief Operating Officer;Manager,OWLFI,elizabeth@owlfi.com,,Salesforce
11055815,Inactive Investor,Theodore Lorenzen,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
10988570,Inactive Investor,Annissa Clayton,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",aclayton@financialguide.com,,Salesforce
11000231,Inactive Investor,Scott Krueger,,"Raymond James & Associates, Inc.",scott.krueger@raymondjames.com,,Salesforce
9546123,,Violeta Mendez,,,violeta.mendez@voyafa.com,,List import
11002735,Inactive Investor,Paola Artunduaga,,PFS Investments Inc. Miami FL 7955 NW 12th St,partunduaga@primerica.com,,Salesforce
9611501,,Fffffo Ffffftiu,,,blagrenadine@hotmail.com,,List import
373102,,Bernard Crooks,,[Unknown],bernardcrooks45@gmail.com,,source
11159926,Inactive Investor,Richard Martin,Member;President,Martin & Associates Investment Advisory Services LLC,,,Salesforce
10762309,Inactive Investor,Stephen Sumeraj,Financial Advisor,PNC Investments Homer Glen IL 13159 W 143rd St,stephen.sumeraj@pnc.com,,Salesforce
10843398,Inactive Investor,Juan Carvallo,Chief Executive Officer;Chief Operating Officer;Managing Director;President,"LifeInvest Wealth Management, Ltd",jcarvallo@lifeinvestwealth.com,,Salesforce
11001186,Inactive Investor,Francina Hollaway,,Cetera Financial Specialists LLC Sarasota FL 2937 Bee Ridge Rd,,,Salesforce
10821200,Inactive Investor,Cory Shepherd,Advisor;Chief Compliance Officer;President,"Sound Financial, LLC",cory_shepherd@sfgwa.com,,Salesforce
10647171,,Terrance Hefty,,,twhefty@peakam.com,,List import
10897674,Inactive Investor,Michael Defriesse,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10946805,Inactive Investor,Kevin Hughes,,"Cambridge Investment Research, Inc. Bensalem PA 2137 Bristol Pike",,,Salesforce
10957291,Inactive Investor,Grant Stoll,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
199396,,Gregory Racz,"President, Chief Operating Officer, Chief Legal Officer Of Mgg Investment Group Lp",Mgg Investment Group Lp,gracz@mgginv.com,212-356-6100,Manual List Upload
11173467,Inactive Investor,Pedro Dager,Senior Financial Advisor,LPL Financial LLC Chicago IL 99 W Washington St,pedro.dager@lpl.com,,Salesforce
11046008,Inactive Investor,Nicholas Berkompas,,"Osaic Wealth, Inc. Victor NY 7424 Victor Mendon Rd",,,Salesforce
11218744,,Jason Lawrence,,,jason.lawrence@lpl.com,,Other
11209545,Inactive Investor,Thuy Ngo,Financial Advisor,Edward Jones Houston TX 11750 Katy Fwy,thuy.ngo@edwardjones.com,,Salesforce
10645825,,Andrea Munoz,,,andrea.x.munoz@chase.com,,List Import
11089520,Inactive Investor,Peter Aiello,,"Osaic Institutions, Inc. Canton MA 557 Washington St",trey.aiello@osaicinstitutions.com,,Salesforce
9645158,,Susan Motheral,,,susan.motheral@sbcglobal.net,,List import
11078958,Inactive Investor,Stewart Staunton,Associate Vice President;Senior Portfolio Analyst,Rockefeller Financial LLC,sstaunton@rockco.com,,Salesforce
10920820,Inactive Investor,Michelle Hollenshead,,LPL Financial LLC Shreveport LA 2950 Fairfield Ave,michelle.hollenshead@lpl.com,,Salesforce
11232409,Inactive Investor,Mitchell Burke,,Cetera Advisors LLC,,,Salesforce
11218419,,Geofrey Banda,,,gbanda@rwbaird.com,,List Import
9637370,,Dbxxbcni Ndxjjx,,,aeaf3dr@gmail.com,,List import
11051265,Inactive Investor,David Sheppard,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",david_n_sheppard@ml.com,,Salesforce
10965371,Inactive Investor,Keisha Cole,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mableton GA 5353 Floyd Rd SW",keisha.m.cole@ml.com,,Salesforce
10611826,,Michael Guttadaro,Investment Advisor Representative,,mguttadaro@soundcoachinginc.com,,List Import
11045405,Inactive Investor,Cory Shivers,Financial Consultant,"Osaic Wealth, Inc. East China MI 3104 King Rd",,,Salesforce
10784193,Inactive Investor,Heather Pateros,Portfolio Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,heather.pateros@morganstanley.com,,Salesforce
7703169,,mwng se se,,,wevixeh487@ippals.com,,Web Form Fillout
10645126,,Kevin Li,,,kevin.li@cibc.com,,List Import
11077635,Inactive Investor,Jack Boyle,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,jack.boyle@fmr.com,,Salesforce
9644914,,Michael Turner,,,michael.turner@ampf.com,,List import
11181364,Inactive Investor,Elizabeth Kivlehen,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10784761,Inactive Investor,Gregory Krampe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater MN 219 Main St N",gregory_krampe@ml.com,,Salesforce
10808339,Inactive Investor,Mark Sears,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Monterey CA 401 Fremont St,mark.sears@morganstanley.com,,Salesforce
11122282,Inactive Investor,Jay Patel,,"Raymond James & Associates, Inc.",,,Salesforce
10755846,Inactive Investor,Charles Fischesser,Financial Advisor,Park Avenue Securities LLC Louisville KY 9300 Shelbyville Rd,eric_fischesser@glic.com,,Salesforce
11015273,Inactive Investor,Laura Kim,,NYLIFE Securities LLC New York NY 420 Lexington Ave,lkim04@ft.newyorklife.com,,Salesforce
11024532,Inactive Investor,E Christopher Van Meter,,State Farm VP Management Corp. Peachtree City GA 262 S Peachtree Pkwy,echristophervanmeter@statefarm.com,,Salesforce
11010197,Inactive Investor,David Mack,Financial Professional,"Equitable Advisors, LLC Worcester MA 1511 Main St",david.mack@equitable.com,,Salesforce
11134312,Inactive Investor,Allison Schramm,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sheboygan WI 605 N 8th St",allison.schramm@usbank.com,,Salesforce
9643216,,Emanuel Berger,,,eberger23@yahoo.com,,List import
112904,,Opio Lazarus,,Barclays bank,nalelapeter@gmail.com,2.56787E+11,Direct
11217455,,Christopher Stokes,,,christopher.stokes@usaa.com,,Other
10896657,Inactive Investor,B. Brose,Chief Compliance Officer;Managing Member,"Integrity Wealth Partners, LLC",ryder@investwithintegrity.com,,Salesforce
11059193,Inactive Investor,Larry Queen,,"Cambridge Investment Research, Inc. Columbus OH 4656 Executive Dr",,,Salesforce
11148751,Inactive Investor,Steven Standley,,"D.H. Hill Securities, LLLP Brentwood TN 1804 Williamson Ct",,,Salesforce
11210292,Inactive Investor,Jonathan Powell,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",jonathan.powell@equitable.com,,Salesforce
10934578,Inactive Investor,James Reitz,Financial Advisor,PFS Investments Inc. Mentor OH 7296 Mentor Ave,,,Salesforce
11029140,Inactive Investor,Matthew Bures,Chief Compliance Officer;Director - Operations,"Strategic Wealth Partners, Ltd.",matt@swpconnect.com,,Salesforce
11033439,Inactive Investor,Cheryl Lamb,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,clamb@primerica.com,,Salesforce
10486908,,Tamara O'Connor,"Private Client Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",tamara.oconnor@bofa.com,,List Import
10772472,Inactive Investor,Roger Johnson,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Kailua Kona HI 75-240 Nani Kailua Dr,roger.johnson@morganstanley.com,,Salesforce
10659779,,Matthew Cannan,,,matthew.cannan@53.com,,List Import
11068235,Inactive Investor,Kip Hopkins,Financial Advisor,Edward Jones Fort Myers FL 12651 McGregor Blvd,kip.hopkins@edwardjones.com,,Salesforce
10793371,Inactive Investor,Michael Helton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,michael.helton@fidelity.com,,Salesforce
52601,,Christopher Henderson,,"Transamerica Financial Advisors, Inc",christopher.henderson@transamerica.com,770-453-9300,
11209215,Inactive Investor,Frederick Cook,Financial Advisor,Edward Jones Raleigh NC 8801 Fast Park Dr,andy.cook@edwardjones.com,,Salesforce
11098382,Inactive Investor,Dawn Dachenhausen,,"Cambridge Investment Research, Inc. Salt Lake City UT 6695 S 1300 E",,,Salesforce
220146,,Mehmet F,,[Unknown],mehmetfirat2401@gmail.com,,
9588090,,Katherine Stoner,,,katherine.stoner@gwl.com,,List import
10806737,Inactive Investor,Steven Helget,,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",steven.helget@nm.com,,Salesforce
10937219,Inactive Investor,Saket Sengar,,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",saket.sengar@ampf.com,,Salesforce
10883873,Inactive Investor,Ashley Riley,Financial Planning Consultant;Senior Wealth Advisor,Commonwealth Financial Network Worcester MA 370 Main St,ariley@commonwealth.com,,Salesforce
11193757,Inactive Investor,Kristin Bluemel Redman,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",kristin.bluemelredman@ampf.com,,Salesforce
11102040,Inactive Investor,Frank Metrusky,,"Osaic Wealth, Inc. Stratford CT Private Residence",,,Salesforce
10695864,,Rob Lane,,Advyzon,robert.lane@advyzon.com,,List Import
11048547,Inactive Investor,Leonardo Veiga-Sotelo,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,leo.veiga-sotelo.p2vh@statefarm.com,,Salesforce
198158,,Kait Oliveira,,Clarfled,koliveira23@yahoo.com,,product
9607004,,James Spencer,,,jspencer@copelandcapital.com,,List import
11086512,Inactive Investor,Brenda Battle,Financial Advisor,Edward Jones Mocksville NC 854 Valley Rd,brenda.battle@edwardjones.com,,Salesforce
10769653,Inactive Investor,Donald Andrus,,"Navy Federal Investment Services, LLC Germantown MD 11534 Middlebrook Rd",donald_andrus@navyfederal.org,,Salesforce
10896391,Inactive Investor,William Mancino,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,bmancino@rwbaird.com,,Salesforce
10479543,,Imran Winarto,,,imranwinarto2@gmail.com,,Web Form Fillout
11053770,Inactive Investor,John Clymer,Financial Advisor,"Citizens Securities, Inc. Dover NH 140 Washington St",john.t.clymer@citizenssecurities.com,,Salesforce
11132790,Inactive Investor,Ryan Zimmerman,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,ryan.zimmerman@lpl.com,,Salesforce
11147614,Inactive Investor,Meredith Sims,,Cabot Lodge Securities LLC Atlanta GA 7 Piedmont Ctr NE,meredith.sims@clsecurities.com,,Salesforce
10866261,Inactive Investor,Michael Campbell,Regional Vice President,PFS Investments Inc. Decatur GA 5304 Panola Industrial Blvd,michael.campbell@primerica.com,,Salesforce
11073724,Inactive Investor,Erica Lupinacci,Portfolio Associate,Morgan Stanley Melville NY 58 S Service Rd,erica.m.lupinacci@morganstanley.com,,Salesforce
11084592,Inactive Investor,Nga Pho,Senior Client Service Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11162995,Inactive Investor,Barry Croteau,,"Wells Fargo Clearing Services, LLC Fort Myers FL 15569 McGregor Blvd",barry.croteau@wellsfargo.com,,Salesforce
10920965,Inactive Investor,Russell Fuller,,"Stifel, Nicolaus & Company, Incorporated Bay City MI 916 Washington Ave",,,Salesforce
9576884,,Stephen Mastino,,,stephen.mastino@fidelity.com,,List import
333330,,Jessica Ness,,CJM Wealth,nessj@cjmltd.com,,Manual List Upload
10700571,,Erica Condiff,,,smoochespooches38@gmail.com,,Web Form Fillout
11140952,Inactive Investor,Jaimie Blackman,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
11124901,Inactive Investor,Dylan Byrne,,Vanguard Marketing Corporation,dylan_byrne@vanguard.com,,Salesforce
10801695,Inactive Investor,Gerard Walsh,Assistant Vice President;Wealth Management Associate,Morgan Stanley Dayton OH 7777 Washington Village Dr,gerard.walsh@morganstanley.com,,Salesforce
11018061,Inactive Investor,Thomas Storer,,"Farmers Financial Solutions, LLC Redding CA 3681 Eureka Way",,,Salesforce
10986588,Inactive Investor,Garrett Collier,Equity Research Analyst,Chevy Chase Trust Company,gcollier@chevychasetrust.com,,Salesforce
10823273,Inactive Investor,Ronald Degregorio,Chairman;President,Pen Facs Financial Services,rond@penfacs.com,,Salesforce
10757051,Inactive Investor,Glenn Halsey,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",glenn.r.halsey@ml.com,,Salesforce
10817801,Inactive Investor,Anthony Landi,,"Kestra Investment Services, LLC Cranston RI 1000 Chapel View Blvd",,,Salesforce
10989426,Inactive Investor,Timothy Bascom,,"Allstate Financial Services, LLC Lady Lake FL 418 Teague Trl",timothybascom@allstate.com,,Salesforce
141694,,jonas park,,[[Unknown]],jonaspark@gmail.com,,Initial Salesforce Import
10795224,Inactive Investor,John Jilek,Financial Advisor,Edward Jones Annapolis MD 44 Maryland Ave,john.jilek@edwardjones.com,,Salesforce
10849076,Inactive Investor,Brian Quinn,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,brian.j.quinn@lpl.com,,Salesforce
11195985,Inactive Investor,Steven Croy,,State Farm VP Management Corp. Harrisonville MO 1606 N Commercial St,,,Salesforce
11230118,Inactive Investor,Zoe Batie,,NYLIFE Securities LLC Boise ID 1290 W Myrtle St,zabatie@ft.newyorklife.com,,Salesforce
11139820,Inactive Investor,John Riley,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",john_riley@ml.com,,Salesforce
11104683,Inactive Investor,Joshua Willis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,joshua.willis@fidelity.com,,Salesforce
9578705,,Jonel Ardeljan,,,jonela@gmail.com,,List import
10932919,Inactive Investor,Tiffany Mousseau,Paraplanner,"Ameriprise Financial Services, LLC Modesto CA 1301 L St",tiffany.mousseau@ampf.com,,Salesforce
11022038,Inactive Investor,Russell Gifford,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",russell.gifford@53.com,,Salesforce
10990053,Inactive Investor,Josh Jones,Associate,Edward Jones Maryland Heights MO 170 Edward Jones Blvd,,,Salesforce
10494622,,Ron Sundrud,,,pdd133@aol.com,,Web Form Fillout
11083867,Inactive Investor,Heidi Fant,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,heidi.fant@fidelity.com,,Salesforce
10801782,Inactive Investor,Bradley Wilson,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",bradley.wilson@wellsfargoadvisors.com,,Salesforce
10851194,Inactive Investor,Kerri Palermo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pittsford NY 1250 Pittsford Victor Rd",kerri.palermo@schwab.com,,Salesforce
373008,,oren lang,,[Unknown],orenlang@gmail.com,,source
11012819,Inactive Investor,Cameron Ott,,"Empower Financial Services, Inc Irving TX 4524 Byron Cir",cameron.ott@empower.com,,Salesforce
10801256,Inactive Investor,Jean Olivier,Financial Advisor,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",john.olivier@wellsfargoadvisors.com,,Salesforce
10800981,Inactive Investor,Marc Pellissier,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Indianapolis IN 800 E 96th St,marc.pellissier@morganstanley.com,,Salesforce
10938094,Inactive Investor,Edward Moeller,,"Beaconsfield Financial Services, Inc. Pittsburgh PA 153 Thousand Oaks Dr",ed.moeller@beaconsfieldfinancial.com,,Salesforce
333960,,Michael Ragsdale,"Partner (bp, Llc)",Balentine,mragsdale@balentine.com,404-537-4800,Manual List Upload
10830477,Inactive Investor,Charles Mehling,Financial Advisor,LPL Financial LLC Spring TX PO Box 2823,charles.mehling@lpl.com,,Salesforce
10974528,Inactive Investor,Michael Ersser,Wealth Advisor,Merriman,michael@merriman.com,,Salesforce
10982589,Inactive Investor,Andrew Osborne,,"Kestra Investment Services, LLC",andrew.osborne@kestrafinancial.com,,Salesforce
43231,,King Martin,"Co-Founder, Partner","Sapient Private Wealth Management,  LLC",king@sapientpwm.com,541-762-0300,
10969613,Inactive Investor,Charles Harlow,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9549015,,Chad Hubbell,,,hubzgotskill@hotmail.com,,List import
9600556,,Michael Palko,,,msrap76@aol.com,,List import
225144,,sukh san,,[[Unknown]],sukhgill_187@hotmail.com,,Direct
10960836,Inactive Investor,Daniel George,,"Northwestern Mutual Investment Services, LLC Lutz FL 130 Whitaker Rd",daniel.r.george@nm.com,,Salesforce
10826857,Inactive Investor,Jonathan Stricker,Financial Associate,Thrivent Investment Management Inc. Palm Harbor FL 3023 Alt 19,jonathan.stricker@thrivent.com,,Salesforce
11148329,Inactive Investor,Abhishek Mehta,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,amehta00@ft.newyorklife.com,,Salesforce
142134,,Benton Kircher,Operations Analyst,Alesco Advisors Llc,bkircher@alescoadvisors.com,585-586-0970,Manual List Upload
11025125,Inactive Investor,Dexter Smith,,State Farm VP Management Corp. Sheboygan Falls WI 335 Monroe St,,,Salesforce
11086265,Inactive Investor,Kevin Monaco,Managing Director;Regional Director,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,kevinm.monaco@opco.com,,Salesforce
335859,,Christian Stromgren,,Personal Capital Advisors Corporation,cstromgren@personalcapital.com,,
9593129,,Matthew Hardin,,,matthew.hardin@stewartcap.com,,List import
333931,,John Fruehwirth,Managing Partner,"Rotunda Capital Partners, Llc",jf@rotundacapital.com,240-482-0612,Manual List Upload
9556406,,Christian Kaczmarczyk,,,christian@bascomventures.com,,List import
10767800,Inactive Investor,Krystal Julius,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",krystal_stautz@ml.com,,Salesforce
9571472,,Anson Chuah,,,achuah@utimco.org,,List import
10644562,,Kelly Spengler,,,kelly.schneider@jpmorgan.com,,List Import
10784461,Inactive Investor,Salvatore Vallone,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",salvatore.vallone@wellsfargoadvisors.com,,Salesforce
65390,,Evan Hartnett,,Fidelity Personal and Workplace Advisors,evan.hartnett@fmr.com,,
10932626,Inactive Investor,Amanda Batres,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",batres.amanda@principal.com,,Salesforce
10946365,Inactive Investor,Lloyd Etheredge,,"Fortune Financial Services, Inc. Shreveport LA Private Residence",,,Salesforce
10808736,Inactive Investor,Jacqueline Rahn,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",jacqueline.rahn@ml.com,,Salesforce
11021692,Inactive Investor,Pamela Davis,,State Farm VP Management Corp. Milford OH 1077 State Rte 28,,,Salesforce
10811572,Inactive Investor,Francis Brown,,"The Leaders Group, Inc.",,,Salesforce
10958987,Inactive Investor,Jacob Goldberg,,Citigroup Global Markets Inc. Denver CO 1225 17th St,,,Salesforce
10617630,,Domina Tingos,,,domina.tingos@primerica.com,,List Import
342614,,Rachel Beck,Chief Financial Officer,"Fig Capital Management, Llc",rb@figtaxes.com,904-378-8098,Manual List Upload
11131552,Inactive Investor,Mark Simms,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",mark.j.simms@ml.com,,Salesforce
10968786,Inactive Investor,William Long,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
11086810,Inactive Investor,Ellen Mellyn,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,ellen.mellyn@fmr.com,,Salesforce
11177388,Inactive Investor,Lorraine Vicino,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",lvicino@financialguide.com,,Salesforce
10876910,Inactive Investor,Tyler Downing,,Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,tdowning@commonwealth.com,,Salesforce
10942982,Inactive Investor,Tracy Fujimura,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10937729,Inactive Investor,John Hartman,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11063074,Inactive Investor,Wing Chow,Partner;President,"Optura Advisors, Inc.",roland.chow@opturaadvisors.com,,Salesforce
11203254,Inactive Investor,Raymond Paquet,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Oklahoma City OK 6301 Waterford Blvd",rj.paquet@rbc.com,,Salesforce
9568663,,John Webster,,,jwebster@massmutual.com,,List import
10881735,Inactive Investor,Curtis Anderson,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Saint George UT 1060 S Main St",curtis.anderson@nm.com,,Salesforce
10826510,Inactive Investor,Nancy Dobrzanski,Paraplanner,"Ameriprise Financial Services, LLC Southbury CT 900 Main St S",nancy.a.dobrzanski@ampf.com,,Salesforce
10771794,Inactive Investor,Joshua Potterton,Financial Advisor,Edward Jones Honolulu HI 500 Ala Moana Blvd,josh.potterton@edwardjones.com,,Salesforce
10937487,Inactive Investor,Ashby Cook,,"Osaic Wealth, Inc. Greensboro NC 1301 W Wendover Ave",,,Salesforce
10864954,Inactive Investor,Jesse Bass,Financial Advisor,Edward Jones Hot Springs National Park AR 1018 Airport Rd,jesse.bass@edwardjones.com,,Salesforce
11230013,Inactive Investor,Robert Mullin,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,rsmullin@ft.newyorklife.com,,Salesforce
11137141,Inactive Investor,Brittney MacMillan,,J.P. Morgan Securities LLC Vernon MI 101 W Main St,brittney.k.johnson@chase.com,,Salesforce
10958021,Inactive Investor,John Makarauskas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
351625,,Frank Moy,"Director, perations, Senior Equity Trader","Eos Management, L.p.",fmoy@eospartners.com,212-832-5800,Manual List Upload
9545727,,Mike Blais-Cohen,,,mc@pow.re,,List import
11124551,Inactive Investor,Valentino Manding,,NYLIFE Securities LLC Staten Island NY Private Residence,vmanding@ft.newyorklife.com,,Salesforce
10891894,Inactive Investor,Judith Plemel,,State Farm VP Management Corp. Owatonna MN 920 Hoffman Dr,,,Salesforce
11186752,Inactive Investor,Taylor Hafling,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10983498,Inactive Investor,Jose Bolano,,J.P. Morgan Securities LLC Boynton Beach FL 901 S Federal Hwy,jose.bolano@chase.com,,Salesforce
10789455,Inactive Investor,Timothy Danahy,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",tpdanahy@financialguide.com,,Salesforce
10999139,Inactive Investor,Andrei Zolotarev,,"Ameriprise Financial Services, LLC Schnecksville PA 4439 W Wyndemere Cir",andrei.zolotarev@ampf.com,,Salesforce
204478,,Numan Ahmad,,[Unknown],ahmadnmx@gmail.com,,Content
10767099,Inactive Investor,Daniel Scholz,,"Ameritas Investment Company, LLC Omaha NE 440 Regency Pkwy Dr",dscholz@ameritas.com,,Salesforce
10907644,Inactive Investor,Jorge Cazarez,,"Raymond James Financial Services, Inc. San Antonio TX 5750 W Loop 1604 N",jorge.cazarez@raymondjames.com,,Salesforce
11164841,Inactive Investor,Lauren Ibgui,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
343890,,Darren Zagarola,Member,Access Wealth,dzagarola@access-wealth.com,973-740-2400,Manual List Upload
11204934,Inactive Investor,Nicolas Tammen,Wealth Management Intern,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
10920605,Inactive Investor,Jonathan Holtaway,Chief Compliance Officer;Managing Member;President,"Ategra Capital Management, LLC",jholtaway@ategracapital.com,,Salesforce
9556243,,Dennis Duff,,,dduff@williamblair.com,,List import
11201916,Inactive Investor,Xavier Mendez Azuela,,Citigroup Global Markets Inc.,,,Salesforce
11024352,Inactive Investor,Alisha Dumas,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,alishadumas@statefarm.com,,Salesforce
10906488,Inactive Investor,Andrew Stein,,"Allstate Financial Services, LLC",andrewstein@allstate.com,,Salesforce
10786910,Inactive Investor,Michelle Garofalo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,michelle.garofalo@fidelity.com,,Salesforce
11192248,Inactive Investor,Christopher Gauthier,Chief Compliance Officer;Director - Financial Planning,"Proactive Financial Solutions 360, LLC",chris@pfs360llc.com,,Salesforce
11200674,Inactive Investor,Stephen Mallery,Financial Planner;Managing Member,Mallery Financial,stephen@malleryfinancial.com,,Salesforce
9556301,,Heidi Miller,,,hmiller@ingham.com,,List import
10783118,Inactive Investor,Timothy Johnson,Chairman;Director;Founder,"Johnson Investment Counsel, Inc.",tjohnson@johnsoninv.com,,Salesforce
11192896,Inactive Investor,Barbara Bauer,Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",barbara.bauer@valic.com,,Salesforce
233864,,JOSHUA ERIC RUDDELL -,,JOSHUA ERIC RUDDELL [[Unknown]],ruddelljosh112@gmail.com,,
11197554,Inactive Investor,Terrance Wilson,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Surprise AZ Private Residence",,,Salesforce
2475948,,Bhagyashri Hosmani,,,bhagyahosmani99@gmail.com,,
10488304,,Michael Holland,"Chief Compliance Officer, Managing Member, Principal",Holland Premier Legacy Financial LLC,mholland@intlrs.com,,List Import
10820758,Inactive Investor,Joseph Fatzinger,,Morgan Stanley Washington DC 1775 I St NW,,,Salesforce
10821212,Inactive Investor,Caleb Wade,,LPL Financial LLC Independence MO 4200 Little Blue Pkwy,ccwade@lpl.com,,Salesforce
10811890,Inactive Investor,Hedayatullah Nabiel,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Hartsdale NY 353 N Central Ave,eddie.h.nabiel@jpmorgan.com,,Salesforce
10898624,Inactive Investor,James Farmer,,"The Leaders Group, Inc.",,,Salesforce
11111898,Inactive Investor,Jeffrey Huston,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jhuston@tiaa-cref.org,,Salesforce
11089956,Inactive Investor,Ronald Morton,Managing Member,Brick Street Financial,,,Salesforce
9570614,,Ellen Horing,,,ehoring@highgatepartnerslp.com,,List import
11039117,Inactive Investor,James Whitesides,,"Silver Oak Securities, Incorporated Lawerenceville GA Private Residence",,,Salesforce
10917045,Inactive Investor,Donald Blake,Financial Advisor,Momentum Independent Network Inc. Katy TX 2610 Village Oak Dr,dblake@hilltopnetwork.com,,Salesforce
11196685,Inactive Investor,David Beltz,,"Ameritas Investment Company, LLC Carnegie PA 5 Charter Oak Dr",david.beltz@aicinvest.com,,Salesforce
10782267,Inactive Investor,Tamara Flanigan,,Cetera Investment Services LLC Mapleton IA 313 N 4th St,tammy.flanigan@ceterais.com,,Salesforce
10757462,Inactive Investor,Diane Roegner,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",diane.roegner@ml.com,,Salesforce
10944371,Inactive Investor,Curtis Whitaker,Financial Consultant,"Packerland Brokerage Services, Inc. Kaneohe HI Private Residence",curtis_whitaker@packerlandbrokerage.com,,Salesforce
10998819,Inactive Investor,Dylan Goswick,,Arvest Wealth Management Lowell AR 921 W Monroe Ave,dgoswick@arvest.com,,Salesforce
11096178,Inactive Investor,John Nguyen,,Money Concepts Capital Corp Placentia CA 550 W Orangethorpe Ave,jnguyen@moneyconcepts.com,,Salesforce
11179614,Inactive Investor,Joseph Ortolano,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",joseph.a.ortolano@wellsfargoadvisors.com,,Salesforce
10851000,Inactive Investor,Donald Windle,Chief Compliance Officer;Wealth Manager,Windle Wealth,dj@windlewealth.com,,Salesforce
10855209,Inactive Investor,Lee Moffatt,Chief Compliance Officer;President,E. E. Powell & Company Inc.,lmoffatt@eepowell.com,,Salesforce
11187596,Inactive Investor,Karen Fisher,,"Ameriprise Financial Services, LLC Buffalo NY 2310 Wehrle Dr",karen.l.fisher@ampf.com,,Salesforce
10935917,Inactive Investor,Michael Muldowney,,"Cambridge Investment Research, Inc. Glen Allen VA 4050 Innslake Dr",,,Salesforce
11193305,Inactive Investor,John Petrick,Director;Financial Advisor,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,john.petrick@ubs.com,,Salesforce
11131849,Inactive Investor,Terrance Taylor,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,terranceltaylor@primerica.com,,Salesforce
10893829,Inactive Investor,Zachary Dudley,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10927286,Inactive Investor,Brian Velasquez,,Fidelity Brokerage Services LLC,,,Salesforce
9611863,,Ray Nenow,,,ray@amastinc.com,,List import
11101553,Inactive Investor,Randolph Winton,Owner;President,"Lynch, Winton & Associates, LLC",,,Salesforce
9557961,,Joe Forward,,,thefoamrider@gmail.com,,List import
11119874,Inactive Investor,Natalie Cooper,Chief Compliance Officer,Matty AI Inc.,natalie@matty.ai,,Salesforce
11164250,Inactive Investor,Daniel Judge,Investment Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11181736,Inactive Investor,Mark Watanabe,Chartered Retirement Planning Counselor;Financial Advisor;Vice President,Morgan Stanley Honolulu HI 733 Bishop St,,,Salesforce
10892435,Inactive Investor,John Davidson,,"Raymond James Financial Services, Inc. Concord NH 1 Pillsbury St",john.davidson@raymondjames.com,,Salesforce
10765657,Inactive Investor,Lori Rapson,,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,lrapson@rwbaird.com,,Salesforce
10782041,Inactive Investor,Nancy Marciniak,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",nancy.marciniak@ml.com,,Salesforce
10934392,Inactive Investor,Marcia Beckford,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,mbeckford@ft.newyorklife.com,,Salesforce
10806852,Inactive Investor,Jeffrey Williams,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Rockville VA Private Residence,jeffrey.williams@lpl.com,,Salesforce
11106416,Inactive Investor,Jody Santiago,Supervisory Officer;Vice President,"Citizens Securities, Inc. Syracuse NY 110 W Fayette St",jody.santiago@citizensbank.com,,Salesforce
10963819,Inactive Investor,Mary Hatfield,,"American Fidelity Securities, Inc.",mary.hatfield@americanfidelity.com,,Salesforce
10968774,Inactive Investor,Jeremy Rascoe,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11094675,Inactive Investor,Reosha Bush Smith,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,reoshalyshabush@primerica.com,,Salesforce
11028752,Inactive Investor,Timothy Beck,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10956078,Inactive Investor,Stephen Fonseca,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,stephen.fonseca@morganstanley.com,,Salesforce
11051816,Inactive Investor,Joseph Jackson,,PFS Investments Inc. Lafayette LA 1304 Bertrand Dr,joseph.jackson@primerica.com,,Salesforce
10924337,Inactive Investor,Steven Grossbard,Financial Advisor,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",sgrossbard@financialguide.com,,Salesforce
10936489,Inactive Investor,Myron Howie,Chairman;Chief Executive Officer,Casi Investments,myron@casiinstitutional.com,,Salesforce
9553188,,Jason Hunsucker,,,jason.hunsucker@securitiesamerica.com,,List import
11017473,Inactive Investor,Enrique Perez,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Principal,"Mission Park Capital, LLC",,,Salesforce
10870145,Inactive Investor,Brian McGrath,Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,brian_mcgrath@glic.com,,Salesforce
11002176,Inactive Investor,Brandon Arens,,"MML Investors Services, LLC Dublin OH 495 Metro Pl S",,,Salesforce
340015,,Brad Hays,Director - Intermediary Distribution Northeast Region,"Great Lakes Advisors, Llc",bhays@greatlakesadvisors.com,312-431-1700,Manual List Upload
10823498,Inactive Investor,Erika Fabricatore,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",erika.fabricatore@ml.com,,Salesforce
9636859,,Laura Fallis,,,lfallis@exencialwealth.com,,List import
10875078,Inactive Investor,Michael Scordo,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",michael.scordo@nm.com,,Salesforce
10765749,Inactive Investor,Theresa Patron,,"Raymond James Financial Services, Inc. Fort Wayne IN 10249 Auburn Rd",theresa.patron@raymondjames.com,,Salesforce
241735,,Stefano Frick,,[Unknown],stfr@bitcoinsuisse.com,,Direct
10780707,Inactive Investor,Leonardo Gonzalez,Relationship Manager,"Polen Capital Management, LLC",lgonzalez@polencapital.com,,Salesforce
10914975,Inactive Investor,Richard Valenzi,Founder;Owner,Financial Zen,rick.valenzi@financialzen.com,,Salesforce
10987233,Inactive Investor,Andrew Renart,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
10929581,Inactive Investor,Joseph Petrosino,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jpetrosino@ft.newyorklife.com,,Salesforce
10918499,Inactive Investor,Trina Bankord Andersen,Financial Advisor,Edward Jones Freeport IL 750 Kiwanis Dr,trina.bankordandersen@edwardjones.com,,Salesforce
10805638,Inactive Investor,Caleb Keshemberg,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mequon WI 1249 W Liebau Rd",,,Salesforce
226099,, -,,[[Unknown]],2myrocket@gmail.com,,Initial Salesforce Import
10965477,Inactive Investor,Kevin Cochran,Associate,Edward Jones Vancouver WA 2105 NE 129th St,,,Salesforce
11205272,Inactive Investor,Justin Luzi,,J.P. Morgan Securities LLC Fort Lauderdale FL 1800 N Federal Hwy,justin.luzi@jpmorgan.com,,Salesforce
11070949,Inactive Investor,Michael Woods,,"Cambridge Investment Research, Inc. Denton TX 3000 Wind River Ln",,,Salesforce
10878254,Inactive Investor,Jeffery Barnes,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Miramar Beach FL 495 Grand Blvd",jbarnes@kingsview.com,,Salesforce
10813363,Inactive Investor,Matthew D'Attilio,Chief Investment Officer;Founder;President;Secretary;Treasurer,Pegasus Partners,,,Salesforce
11236842,Inactive Investor,Brennan Cobb,Wealth Management Advisor,"enTrust Wealth Advisors, LLC",bcobb@entrustwealthadvisors.com,,Salesforce
10487512,,Carter Odaniel,Wealth Management Associate,Morgan Stanley,carter.odaniel@morganstanleypwm.com,,List Import
9592378,,Daniel Mudd,,,daniel.mudd65@gmail.com,,List import
11114457,Inactive Investor,John Ziegler,,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,,,Salesforce
10912895,Inactive Investor,Patricia Grant,,J.P. Morgan Securities LLC Riverside CA 10355 Magnolia Ave,patricia.grant@jpmorgan.com,,Salesforce
10510146,,Robert Coakley,VP Investment Strategies,Anova Management,bcoakley@anovamgt.com,,List Import
10873832,Inactive Investor,Jose Ferrari,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,,,Salesforce
11088008,Inactive Investor,Marcial Vargas,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",marcial.vargas@ampf.com,,Salesforce
9588993,,Mark Hancock,,,andrew.hancock@live.com,,List import
11207095,Inactive Investor,Michael Paulson,,LPL Financial LLC Leawood KS 4701 College Blvd,michael.paulson@lpl.com,,Salesforce
11108184,Inactive Investor,Russell Stabley,,Janney Montgomery Scott LLC Fort Lauderdale FL 200 SW 1st Ave,rstabley@janney.com,,Salesforce
10806887,Inactive Investor,Thomas Haunty,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
2301729,,Manjur Alam,,,manjuralamrmp@gmail.com,,
9646876,,Daniel Almer,,,daniel.almer@avanza.se,,List import
10810167,Inactive Investor,Douglas Rodgers,Investment Advisor,Commonwealth Financial Network Bartlesville OK 600 SE Delaware Ave,drodgers@commonwealth.com,,Salesforce
11056756,Inactive Investor,Aaron Handfield,Financial Advisor,LPL Financial LLC Anaheim CA 8160 E Santa Ana Canyon Rd,aaron.handfield@lpl.com,,Salesforce
10939789,Inactive Investor,Stephanie Ogle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10904925,Inactive Investor,Lee Penland,,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,,,Salesforce
9623550,,Mathew Acosta,,,mla_101@yahoo.com,,List import
11046363,Inactive Investor,Lee Smith,Investment Advisor;Portfolio Manager;Vice President,Cozad Asset Management Inc,lee@cozadassetmgmt.com,,Salesforce
11034083,Inactive Investor,Joseph Contorno,Senior Wealth Manager,"T2 Asset Management, LLC",,,Salesforce
10817970,Inactive Investor,Mary Webb,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Chicago IL 227 W Monroe St,mary.webb@morganstanley.com,,Salesforce
11035507,Inactive Investor,Andrew Githmark,,"Steward Partners Investment Solutions, LLC Manchester NH 1155 Elm St",andrew.githmark@stewardpartners.com,,Salesforce
11205809,Inactive Investor,Dominique Lacarra,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",dominique.lacarra@ml.com,,Salesforce
332683,,Melanie Mae Moreno,,TBD,mae@gravyboatregatta.com,3103826022,
10906818,Inactive Investor,Emma McRoberts,Financial Planner,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",emcroberts@financialguide.com,,Salesforce
9546392,,Soukou Ndrin,,,romaric@hotmail.se,,List import
10785869,Inactive Investor,Rebecca McCormick,Corporate Retirement Director;Financial Wellness Director;Institutional Consultant;Senior Portfolio Management Director;Senior V,Morgan Stanley Green Bay WI 111 N Washington St,rebecca.mccormick@morganstanley.com,,Salesforce
9615248,,Crystal Smith,,,oggyt3601@gmail.com,,List import
11201966,Inactive Investor,Douglas Collins,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10834977,Inactive Investor,Bruce Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC Fargo ND 406 Main Ave",bruce.thompson@wellsfargoadvisors.com,,Salesforce
10979220,Inactive Investor,Amy Hubbard,Senior Client Service Associate,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",amy.hubbard@raymondjames.com,,Salesforce
11019137,Inactive Investor,Albert Ntunzwenimana,,J.P. Morgan Securities LLC Albuquerque NM 2706 Central Ave SE,albert.ntunzwenimana@jpmorgan.com,,Salesforce
1004738,Inactive Investor,Reid Secondo,,Boston Millennia Partners,reid@bmpvc.com,,3rd Party Lead Gen
10765648,Inactive Investor,Alan Tompesku,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 17 Paramus Rd",alan.r.tompesku@ampf.com,,Salesforce
239031,,JOHN MAHOLLAN,,United States,kooljohn60@yahoo.com,,
349875,,Vincenzo Stuto,Managing Partner & CCO,Alta Wealth Advisors Llc,vstuto@altawealthadvisors.com,781-404-6909,Manual List Upload
11202117,Inactive Investor,Nicholas Lavigne,,Edward Jones Bellingham WA 2502 Cornwall Ave,,,Salesforce
10872866,Inactive Investor,Tracy Ruddle,,"CapFinancial Securities, LLC. Wichita KS 1625 N Waterfront Pkwy",,,Salesforce
11049459,Inactive Investor,Christopher Geier,,Sikich Corporate Finance LLC Chicago IL 200 W Madison St,christopher.geier@sikich.com,,Salesforce
11192025,Inactive Investor,Domenic Barboza,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",domenic.barboza@ml.com,,Salesforce
9569353,,James Yerger,,,jdyerger@gmail.com,,List import
11089654,Inactive Investor,Mark Lipuma,,J.P. Morgan Securities LLC Las Vegas NV 7265 S Eastern Ave,mark.e.lipuma@jpmorgan.com,,Salesforce
9549886,,Christopher McClure,,,chris@westportcapitalmarkets.com,,List import
9622316,,Blake -,,,bl4ke.w3stbrook@gmail.com,,List import
9590537,,Michael Fornarolo,,,mfornarolo@gmail.com,,List import
334816,,Christopher Austen,Managing Partner,Brooke Private Equity Associates Management Llc,causten@brookepea.com,617-227-3160,Manual List Upload
9543720,,David Novak,,,d.novak@fi.com,,List import
11100995,Inactive Investor,Jeffrey Dzwonkowski,,"Osaic Wealth, Inc. Syracuse NY 225 Wilkinson St",,,Salesforce
9561376,,ville andersson,,,wikstromlucas03@gmail.com,,List import
236457,, -,,[[Unknown]],k.pyrev@mine.eu,,Paid Social
10787834,Inactive Investor,Kathleen Vogt,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",kathleen_vogt@ml.com,,Salesforce
11189104,Inactive Investor,John Natalo,Financial Professional,LPL Financial LLC Katonah NY 2875 Rte 35,john.r.natalo@lpl.com,,Salesforce
11137515,Inactive Investor,Aaron Findley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",aaron_findley@ml.com,,Salesforce
195529,,Michael Hughes,,[Unknown],mfhughes@gmail.com,,source
11212487,Inactive Investor,Frank Pranio,Senior Sales Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",frank.pranio@raymondjames.com,,Salesforce
10781616,Inactive Investor,Michael Nichols,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,michael.r.nichols@morganstanley.com,,Salesforce
11148978,Inactive Investor,Monisha Tripathy,Premier Banker,"Wells Fargo Clearing Services, LLC Ashburn VA 43650 Yukon Dr",,,Salesforce
10953648,Inactive Investor,Samuel Miesmer,,Fidelity Brokerage Services LLC,,,Salesforce
11094282,Inactive Investor,Juan Alfaro Campos,,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",,,Salesforce
506,,,,,TimYontz75431@yandex.com,,
11177394,Inactive Investor,William Lane,,"Sanford C. Bernstein & Co., LLC",lanewm@bernstein.com,,Salesforce
10945259,Inactive Investor,Patrick Barrett,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11166142,Inactive Investor,Gregory Wakefield,Financial Advisor,Edward Jones Dothan AL 200 Grove Park Ln,greg.wakefield@edwardjones.com,,Salesforce
10802619,Inactive Investor,Michael Tedesco,Executive Financial Services Director;Family Wealth Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,michael.tedesco@morganstanley.com,,Salesforce
10767381,Inactive Investor,Richard Phillips,Investment Advisor Representative;Managing Member;Managing Partner,Phillips Financial,rphillips@1phillips.com,,Salesforce
9549081,,NIHAT BEKTAS,,,nbektas0102@gmail.com,,List import
11036278,Inactive Investor,Diana Berrios Berrios,,J.P. Morgan Securities LLC Washington DC 1555 Maryland Ave NE,diana.berrios-berrios@jpmorgan.com,,Salesforce
10787724,Inactive Investor,Samirah Abdul-Alim,Investment Advisor Representative;Regional Vice President,PFS Investments Inc. Edison NJ 2015 State Rte 27,samirah.abdulalim@primerica.com,,Salesforce
11218993,,Paul Clifford,,,paul@incomeresearch.com,,Other
11195635,Inactive Investor,Shannon Hotchkiss,,"Avantax Investment Services, Inc. Enfield CT 268 Hazard Ave",,,Salesforce
9609275,,Kennia Blanc,,,kvernard29@gmail.com,,List import
10876835,Inactive Investor,Morgen Rochard,Chief Compliance Officer;Managing Member,Origin Wealth Advisers,mjb@originwa.com,,Salesforce
9551276,,Ryan Crislip,,,rcrislip@advisoryresearch.com,,List import
143203,,Mark Celi,Options Principal,"St. Bernard Financial Services, Inc.",mark.celi@stbernardfinancial.com,479-967-1200,Manual List Upload
349077,,Adam Ness,Chief Financial Officer,"Meeder Advisory Services, Inc.",aness@meederinvestment.com,800-325-3539,Manual List Upload
9585231,,Scott Sager,,,ssager@financialguide.com,,List import
11160169,Inactive Investor,Daniel Lahmers,,State Farm VP Management Corp. Newcomerstown OH 137 E Main St,,,Salesforce
11222274,,Stephen Greene,,,stgreene@firstrepublic.com,,List Import
10808274,Inactive Investor,Kevin Walker,Financial Advisor,Edward Jones West Plains MO 1704 Kentucky Ave,kevin.walker@edwardjones.com,,Salesforce
10494374,,Karin Christ,"Chief Compliance Officer, Financial Strategist, Founder, Managing Partner","KPC Financial Solutions, LLC",karin@kpcfinancialsolutions.com,,List Import
9638815,,Amos Himmelstein,,,himmelstein@oxy.edu,,List import
9644960,,William Nolan,,,wjnol@verizon.net,,List import
10899309,Inactive Investor,Lockwood Holmes,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,"Vincimus Capital, LLC Malibu CA 29160 Heathercliff Rd",,,Salesforce
163825,,Mickael Le Chartier,,[Unknown],micklc38@gmail.com,,Organic Search
10780729,Inactive Investor,Michael Fitzgerald,,Fidelity Brokerage Services LLC,,,Salesforce
11052584,Inactive Investor,Tracy Archer,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,tracy.archer@primerica.com,,Salesforce
10925726,Inactive Investor,Paul Paxton,,"Summit Global Investments, LLC",,,Salesforce
11108251,Inactive Investor,Robert Giannetti,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",rob_giannetti@ml.com,,Salesforce
9548574,,Edward Naberhaus,,,edward.naberhaus@fidelity.com,,List import
371860,,Zach Evanish,,[Unknown],zevanish@hotmail.com,,Salesforce
11165451,Inactive Investor,Mackenzie Muller,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9583033,,Richard Oring,,,roring@ncfg.com,,List import
370987,,Warren Drimer,,[Unknown],warrendrimer@gmail.com,,source
212542,,Brian Clark,Regional Director,Lincoln Financial Advisors Corporation,brian.clark@lfg.com,860-298-1992,Advertising
9631101,,Erik Vanderford,,,erv1485@yahoo.com,,List import
374412,,John Divine,STRATEGY & EXECUTION,BLOCKFILLS,john@blockfills.com,6307425760,Salesforce
9596408,,Kevin Harris,,,kharris@sacapitalmanagement.com,,List import
10784704,Inactive Investor,David Richardson,Financial Advisor,"Ameriprise Financial Services, LLC Mercer Island WA 9725 SE 36th St",dave.x.richardson@ampf.com,,Salesforce
10756271,Inactive Investor,Jeff McDonald,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",jeff.mcdonald@ml.com,,Salesforce
11217887,,Evan Rush,,,evan.rush@raymondjames.com,,List Import
11045489,Inactive Investor,Matthew Mckelvey,,"Cambridge Investment Research, Inc. Grafton WI 1019 Cedar St",,,Salesforce
10770672,Inactive Investor,Cathy Dawson,,Morgan Stanley Baltimore MD 1201 Wills St,cathy.dawson@morganstanley.com,,Salesforce
10966314,Inactive Investor,Jonathan Stears,,State Farm VP Management Corp.,,,Salesforce
9639599,,Michael Lubin,,,mlubin@lcgassociates.com,,List import
335104,,Karl Moore,Member,Moore Wealth Management L.l.c.,karl@mwmadvisors.com,206-604-7532,Manual List Upload
11190715,Inactive Investor,Jeffrey Schriner,Financial Advisor,LPL Financial LLC Jeffersonville IN 2125 Veterans Pkwy,jeff.schriner@lpl.com,,Salesforce
11172005,Inactive Investor,Barbara Carroll,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,bjcarroll01@ft.newyorklife.com,,Salesforce
10975042,Inactive Investor,Nicole Girot,,"Empower Financial Services, Inc Dubuque IA 1000 Jackson St",nicole.girot@empower.com,,Salesforce
10793522,Inactive Investor,Brian Boswell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Germantown TN 9037 Poplar Ave",brian.m.boswell@ampf.com,,Salesforce
11027339,Inactive Investor,Luigi Altieri,,Ages Financial Services Ltd. West Newton MA Private Residence,laltieri@tag-ages.com,,Salesforce
9566577,,Sebastian Man,,,mansebastian@chungmei.com,,List import
10774937,Inactive Investor,Brandy Eggleston,Financial Advisor,Edward Jones Albion MI 201 N Clinton St,brandy.eggleston@edwardjones.com,,Salesforce
10991921,Inactive Investor,Emeline Santos,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",emeline.santos@tfaconnect.com,,Salesforce
9577633,,sinyoung jun,,,dumboz@naver.com,,List import
340409,,Nicholas Cayer,Partner,Great Hill Partners,ncayer@greathillpartners.com,617-790-9400,Manual List Upload
11002564,Inactive Investor,Alysia Miller,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",alysia.miller@valic.com,,Salesforce
11027499,Inactive Investor,Orin Neritani,,J.P. Morgan Securities LLC New York NY 850 3rd Ave,orin.neritani@jpmorgan.com,,Salesforce
10959224,Inactive Investor,Jeffrey Just,,"Osaic Wealth, Inc. Oconto Falls WI 400 E Highland Dr",,,Salesforce
10854233,Inactive Investor,David Stokes,Chairman;Chief Executive Officer;Founder,Stokes Family Office LLC,david@stokesfamilyoffice.com,,Salesforce
10895209,Inactive Investor,Cheri Franklin,Managing Member;President;Regulatory Contact,"Clarity Capital Advisors, LLC",cheri@clarityca.com,,Salesforce
9612296,,Brad Griffin,,,brad.griffin.cpa@gmail.com,,List import
11132437,Inactive Investor,Charlie Trout,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11074790,Inactive Investor,David Bregger,Wealth Advisor,Exencial Wealth Advisors Austin TX 4101 Parkstone Heights Dr,dbregger@exencialwealth.com,,Salesforce
11097473,Inactive Investor,Melvyn Feinbloom,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,mfeinbloom@glic.com,,Salesforce
186440,,Thomas M Reddy,,[Unknown],romteddy@me.com,,Direct
10904993,Inactive Investor,Cynthia Deschamps,,"Allstate Financial Services, LLC Schertz TX 1420 Schertz Pkwy",cynthiadeschamps@allstate.com,,Salesforce
11195035,Inactive Investor,Ty Schmidt,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",ty_schmidt@ml.com,,Salesforce
10815130,Inactive Investor,Franklin Yeep,,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",franklin.yeep@wellsfargoadvisors.com,,Salesforce
11139674,Inactive Investor,Alexandra Wech,,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",alexandra.sellner@ampf.com,,Salesforce
11068394,Inactive Investor,Nathan Skuratovich,Financial Professional,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",nathan.skuratovich@equitable.com,,Salesforce
11113101,Inactive Investor,Ralph Ehly,,"Cambridge Investment Research, Inc. Easton PA Private Residence",,,Salesforce
1002403,Inactive Investor,Jim McBride,Founder,"High Falls Advisors, Inc.",jmcbride@highfallsadvisors.com,(585) 935-5300 x105,Manual List Upload
11234834,Inactive Investor,Brendan Smith,Partner;Senior Wealth Advisor,Exencial Wealth Advisors Guilford CT 246 Goose Ln,bsmith@exencialwealth.com,,Salesforce
348676,,Craig Millett,Partner,"MML Investors Services, LLC",cmillett@massmutual.com,617-439-4389,
11182060,Inactive Investor,Meg Dworkin,,LPL Financial LLC Manchester NH 686 Chestnut St,meg.dworkin@lpl.com,,Salesforce
10807461,Inactive Investor,John Reynolds,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,john.r.reynolds@ubs.com,,Salesforce
6749121,,George Mantzouranis,,,gmantzo@outlook.com,3015707856,Web Form Fillout
159365,,benjamin chtromberg,,[Unknown],benjamin.chtromberg@gmail.com,,
10880746,Inactive Investor,Brian Ford,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",brian.ford@nm.com,,Salesforce
9575607,,James Schafer,,,fschafer@cambridgeresource.com,,List import
11102027,Inactive Investor,Sarah Stanley,Investment Consultant,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",,,Salesforce
9543046,,KELVIN SMITH,,,klvsmi19@hotmail.com,,List import
10894209,Inactive Investor,Jose De Paz Cuevas,Financial Advisor Trainee,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,jose.de-paz-cuevas@ubs.com,,Salesforce
11032885,Inactive Investor,William Buckley,Financial Advisor,"Osaic FA, Inc. Sachse TX Private Residence",,,Salesforce
10613248,,Marc Stenzler,Financial Advisor,,marc.r.stenzler@ml.com,,List Import
11198693,Inactive Investor,Ethan Redensek,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11113005,Inactive Investor,Leslie Johnson,,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",ppack@firsthorizon.com,,Salesforce
11099333,Inactive Investor,Raymond Graves,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9605552,,David Trost,,,dtrost@ymail.com,,List import
10847071,Inactive Investor,Kathleen Adams,Financial Advisor;Founding Partner;Founding Principal,Second 50 Financial,,,Salesforce
10822052,Inactive Investor,Leesa Mereider,,LPL Financial LLC Seaford DE 509 W Stein Hwy,leesa.mereider@lpl.com,,Salesforce
11110673,Inactive Investor,Jani Picard,,The O.N. Equity Sales Company Redgranite WI Private Residence,,,Salesforce
11004576,Inactive Investor,Nikola Drobnjak,Private Client Banker,J.P. Morgan Securities LLC Atlanta GA 2002 Howell Mill Rd NW,nikola.drobnjak@chase.com,,Salesforce
2936651,,Mohamed Mehdi,,,mohamedmehdi199@gmail.com,,
9590705,,Scotty Potty,,,ixc1138@gmail.com,,List import
10838631,Inactive Investor,James Johnson,Chief Compliance Officer;Partner,Varra Wealth Management LLC,james@varrafinancial.com,,Salesforce
370855,,fasd assd,,Barbados,dadwwdw@yahoo.com,,Salesforce
11035489,Inactive Investor,Eric Deneau,Financial Advisor;Private Client Advisor,J.P. Morgan Securities LLC Dallas TX 15202 Montfort Rd,eric.deneau@jpmorgan.com,,Salesforce
10898899,Inactive Investor,Wylie Ewing,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO 200 Clayton St",,,Salesforce
11047365,Inactive Investor,Suzanne Ice,,PNC Investments Saint Clairsville OH 199 W Main St,suzanne.ice@pnc.com,,Salesforce
9608700,,Chester Barr,,,chetb300@gmail.com,,List import
11204006,Inactive Investor,Kenneth Lemoine,,Advisor Resource Council Larose LA 11872 Hwy 308,,,Salesforce
9641602,,Kevin OBrien,,,kob@peakfs.com,,List import
11175441,Inactive Investor,Ciro Lipariti,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",ciro.lipariti@schwab.com,,Salesforce
11191832,Inactive Investor,Judd Goodman,Managing Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",judd.goodman@ml.com,,Salesforce
10942204,Inactive Investor,Anthony Vidal,,"Wells Fargo Clearing Services, LLC Kissimmee FL 351 Cypress Pkwy",anthony.vidal2@wellsfargo.com,,Salesforce
10767850,Inactive Investor,David Cuellar,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",david.cuellar@wellsfargoadvisors.com,,Salesforce
66175,,Karen Rasmussen,Vp Client Relations,"Paragon Wealth Strategies, Llc.",karen.rasmussen@wealthguards.com,904-861-0093,Manual List Upload
11153376,Inactive Investor,Norman Kohn,,MWA Financial Services Inc. Austin TX 11130 Jollyville Rd,norman.s.kohn@mwarep.org,,Salesforce
9606993,,Robert Sterr,,,rsterr@federatedinv.com,,List import
11023482,Inactive Investor,Joshua Batalden,,NYLIFE Securities LLC Minneapolis MN 3600 Minnesota Dr,jbatalden@ft.newyorklife.com,,Salesforce
223229,,Eric Chua,CIO,Harvest Family Office LLP,ericchua@outlook.sg,,Manual List Upload
119769,,Andrew Crock,,Fidelity Personal and Workplace Advisors,andrew.crock@fidelity.com,,
10832766,Inactive Investor,Mary Reopell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",mary.e.reopell@ampf.com,,Salesforce
191708,,TJ Cakes,,[Unknown],tjcakes11@gmail.com,,
10879884,Inactive Investor,Thomas Williamson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",tom.williamson@schwab.com,,Salesforce
11098849,Inactive Investor,Charles Scott,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",charles.scott@tfaconnect.com,,Salesforce
10960853,Inactive Investor,Tiffany Dawson,,"Raymond James Financial Services, Inc. Hartford City IN 320 Huggins Dr",tiffany.dawson@raymondjames.com,,Salesforce
11136304,Inactive Investor,Darren Collier,Financial Advisor,Edward Jones Carthage MO 1524 S Garrison Ave,darren.collier@edwardjones.com,,Salesforce
10938952,Inactive Investor,Vanessa Jackson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10770514,Inactive Investor,Casaundra Sawyer,,"Stifel, Nicolaus & Company, Incorporated Greensboro NC 629 Green Valley Rd",sawyerc@stifel.com,,Salesforce
11190124,Inactive Investor,Timothy Huizen,,"Bankers Life Securities, Inc. Orlando FL 6277 Sea Harbor Dr",timothy.huizen@bankerslife.com,,Salesforce
10961261,Inactive Investor,Michael Stanford,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10941526,Inactive Investor,Conrad Sundqvistolmos,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",conrad.olmos@wellsfargoadvisors.com,,Salesforce
10987100,Inactive Investor,Adrian Vatkin,,"Allstate Financial Services, LLC",adrianvatkin@allstate.com,,Salesforce
11032354,Inactive Investor,Randy Risler,,Commonwealth Financial Network Eau Claire WI 4410 Golf Ter,rrisler@commonwealth.com,,Salesforce
10959832,Inactive Investor,Jaylen Gentry,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jaylen.gentry@tiaa.org,,Salesforce
9569290,,Jorge -,,,ajperezp@bellsouth.net,,List import
9588811,,Austin Kelly,,,akelly@cosnerfinancialgroup.com,,List import
9637579,,Bertrand Coste,,,bc@clerville.co.uk,,List import
11211510,Inactive Investor,Michelle Hu,,J.P. Morgan Securities LLC Oakland CA 1111 Broadway,michelle.hu@jpmorgan.com,,Salesforce
353318,,Robert Nelson,,Robert Nelson,robertnelsoncfa@yahoo.com,,Other
10865362,Inactive Investor,Lauren Landfield,Chief Compliance Officer;Chief Executive Officer;Financial Analyst;Founder;Managing Member;Portfolio Manager,Panthera Capital LLC,,,Salesforce
10853008,Inactive Investor,Donnie Dishaw,,"Wells Fargo Advisors Financial Network, LLC Houston TX 5444 Westheimer",,,Salesforce
11125504,Inactive Investor,Paul Thomas,Financial Advisor,Edward Jones Skokie IL 5750 Old Orchard Rd,paul.thomas@edwardjones.com,,Salesforce
10843696,Inactive Investor,Michael Lavera,Senior Vice President - Investments,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",michael.lavera@raymondjames.com,,Salesforce
11108512,Inactive Investor,George Pellegrino,,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",george.pellegrino@wellsfargoadvisors.com,,Salesforce
11038491,Inactive Investor,Elena Holler,,"Horace Mann Investors, Inc.",elena.holler@horacemann.com,,Salesforce
10354806,,Steven Max,,,bingbing@gmail.com,,Web Form Fillout
10922640,Inactive Investor,Sara Gill,Client Relationship Manager;Investment Advisor Representative;Senior Relationship Manager;Vice President,Paradigm Wealth Advisory LLC,,,Salesforce
10910591,Inactive Investor,Nicholas Luise,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Providence RI 15 Park Row W",nick.luise@tiaa.org,,Salesforce
10606574,,Christopher Lala,"Associate Director, Sales Manager",UBS Financial Services Inc.,christopher.lala@ubs.com,914-761-6800,List Import
10896947,Inactive Investor,Natoria Carter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",natoria.carter@ml.com,,Salesforce
11038196,Inactive Investor,Christian Hensley,,"Raymond James Financial Services, Inc. Whitefish MT 307 Spokane Ave",christian.hensley@raymondjames.com,,Salesforce
11130462,Inactive Investor,Ellen Timberlake,Investment Advisor Representative,"Osaic Wealth, Inc. Arlington TX 318 W Main St",,,Salesforce
11219142,,Brendan Wagner,,,brendanwagner@montagwealth.com,,Other
10904371,Inactive Investor,Colin Field,Financial Advisor,Edward Jones Carlsbad CA 3451 Via Montebello,colin.field@edwardjones.com,,Salesforce
10938397,Inactive Investor,Karley Woods,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10849734,Inactive Investor,Hiram Hutchison,Financial Advisor,Core Advisory Group,,,Salesforce
11144153,Inactive Investor,Harrison Schoettley,,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",,,Salesforce
11128790,Inactive Investor,Lisa Wood,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,lrushin@primerica.com,,Salesforce
10876963,Inactive Investor,Julie Murphy,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",,,Salesforce
10911002,Inactive Investor,Tamara Herrera,Advisor,10 Star Asset Management,,,Salesforce
10780391,Inactive Investor,Stephen Whitman,Financial Advisor,Morgan Stanley Charleston SC 850 Morrison Dr,stephen.whitman.jr@morganstanley.com,,Salesforce
11220337,,Zane Harris,,,zane@cainwatters.com,,Other
11135791,Inactive Investor,David Green,Financial Advisor,Edward Jones Chico CA 2101 Forest Ave,david.t.green@edwardjones.com,,Salesforce
11181193,Inactive Investor,Mary Sullivan,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,mary.sullivan@morganstanley.com,,Salesforce
220010,,Kevin Nelson,,[Unknown],k.nelson@outlook.com,,
372712,,barry sporer,,United States,dr.sporer@80parkave.com,,source
10494504,,Michael O'Brien,"Chief Compliance Officer, Co-Founder, Managing Member",Roosevelt Capital Management LLC,michael.obrien@rooseveltcapitalmanagement.com,,List Import
10915487,Inactive Investor,Julie Pasquin,,"Allstate Financial Services, LLC Williamsburg VA 5525 Olde Towne Rd",julie.pasquin@allstate.com,,Salesforce
11073677,Inactive Investor,Linnea Iovanisci,Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,linnea.iovanisci@morganstanley.com,,Salesforce
10680337,,Jesse Golik Meineke,,,j.golikmeineke@themathergroup.com,,List Import
9635615,,Payton Odom,,,podom@madisonint.com,,List import
11178810,Inactive Investor,Wesley Wilson,Financial Advisor,Edward Jones Lexington KY 1755 Hatter Ln,wesley.wilson@edwardjones.com,,Salesforce
11120751,Inactive Investor,Jessica Ekstrom,Financial Advisor,Edward Jones Spokane WA 316 W Boone Ave,jessica.stultz@edwardjones.com,,Salesforce
9629319,,Abhinav Sharma,,,abhinavgnash123@gmail.com,,List import
10804487,Inactive Investor,Ronald Munman,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,ronald.i.munman@jpmorgan.com,,Salesforce
10966446,Inactive Investor,Mark Hoge,,LPL Financial LLC Brainerd MN 200 S 6th St,,,Salesforce
10701856,Inactive Investor,Albert Chavez,,"Graystone Consulting - Cincinnati, OH",albert.chavez@morganstanley.com,(513) 762-5348,Salesforce
10779333,Inactive Investor,Linda Weckherlen,,Morgan Stanley Shrewsbury NJ 1030 Broad St,linda.weckherlen@morganstanley.com,,Salesforce
10843455,Inactive Investor,Kayle Larsen,Owner;President;Regulatory Contact,Larsen Wealth Management,kayle@larsenwealthmanagement.com,,Salesforce
10845347,Inactive Investor,Randall Reeves,Financial Advisor,Edward Jones Lubbock TX 7606 University Ave,randall.reeves@edwardjones.com,,Salesforce
10647697,,Christopher Bittman,,,cbittman@pwpartners.com,,List Import
10954779,Inactive Investor,Adam Foster,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adam_foster@vanguard.com,,Salesforce
11152173,Inactive Investor,Karen Plotkin,,"Raymond James Financial Services, Inc. Boynton Beach FL 8788 Boynton Beach Blvd",karen.plotkin@raymondjames.com,,Salesforce
9582000,,Jenny Fung,,,jfung@taconiccap.com,,List import
11130293,Inactive Investor,Michael Taylor,Director - Alternative Investments;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Austin TX 301 Congress Ave,mike.e.taylor@morganstanley.com,,Salesforce
339366,,Kelly Gibbs,Wealth Manager,"Zions Capital Advisors, Inc.",kelly.gibbs@zionsbank.com,800-608-3202,Manual List Upload
10988554,Inactive Investor,Davison Fasanella,,"Osaic Wealth, Inc. Indialantic FL 442 4th Ave",,,Salesforce
10917883,Inactive Investor,Dean Vernoia,,"Allstate Financial Services, LLC Smyrna GA 1675 Cumberland Pkwy SE",deanvernoia@allstate.com,,Salesforce
11204676,Inactive Investor,Mark Maggs,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",mark_maggs@ml.com,,Salesforce
11061709,Inactive Investor,William Weimer,,NYLIFE Securities LLC Mechanicsville VA 9251 Rutland Commons Dr,wmweimer@ft.newyorklife.com,,Salesforce
10848383,Inactive Investor,Zach Smith,Financial Advisor,LPL Financial LLC Dyersburg TN 101 S Mill Ave,zach.smith@lpl.com,,Salesforce
249334,,Bruce DeVault,,,bdevault@quantkey.com,,
11094357,Inactive Investor,Stephanie Guanzini,Financial Services Consultant,"First Citizens Investor Services, Inc. Wilmington NC 440 S College Rd",stephanie.guanzini@firstcitizens.com,,Salesforce
9611990,,Michael Cunningham,,,mcunni117@gmail.com,,List import
11229884,Inactive Investor,Tyler Boster,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",tyler.boster@nm.com,,Salesforce
10489101,,Harold Shields,Financial Advisor,LPL Financial LLC Plano TX 7800 Preston Rd,hal.shields@lpl.com,972-808-6967,List Import
9570460,,Hhbbb Hhjjjj,,,ghhjjh@gmail.com,,List import
9622454,,Jayones804@gmail.com JONES,,,jayones804@gmail.com,,List import
11199412,Inactive Investor,Charles White,Financial Advisor,"Independent Advisor Alliance, LLC Roanoke VA 2404 Electric Rd",,,Salesforce
11083856,Inactive Investor,Christopher Carpou,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",christopher.p.carpou@ml.com,,Salesforce
10862237,Inactive Investor,L Griffin,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",l.cliff.griffin@ml.com,,Salesforce
10867669,Inactive Investor,Rachel Subers,,J.P. Morgan Securities LLC Newark DE 4041 Ogletown Rd,rachel.subers@jpmorgan.com,,Salesforce
11130920,Inactive Investor,Bryan Adkins,Chief Compliance Officer;Chief Operating Officer,"Broad Run Investment Management, LLC",badkins@broadrunllc.com,,Salesforce
11168853,Inactive Investor,Peter Yu,,"Osaic Wealth, Inc. San Jose CA 1762 Technology Dr",,,Salesforce
10617487,,James Yonker,,,james.yonker@raymondjames.com,,List Import
11206513,Inactive Investor,Spencer Oliver,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11002287,Inactive Investor,Samantha White,Financial Advisor,"Voya Financial Advisors, Inc. Eugene OR 975 Oak St",samantha.white@voya.com,,Salesforce
370334,,Derek Bobbe,,Abbot Downing,derek.bobbe@wellsfargo.com,4152711029,Salesforce
9607405,,Stephen Williams,,,swilliams@tiff.org,,List import
9619862,,Robert Tendler,,,rob.tendler@hlfg.com,,List import
10997855,Inactive Investor,Troy Mckim,,J.P. Morgan Securities LLC Long Beach CA 5200 E 2nd St,,,Salesforce
11257823,,[Unknown],,,jkramer@eaglestrategies.com,,Web form fillout
10851340,Inactive Investor,Christopher Custodio,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,christopher.custodio@primerica.com,,Salesforce
11035842,Inactive Investor,Austin Villodas,,LPL Financial LLC Bradenton FL 9040 Town Center Pkwy,austin.villodas@lpl.com,,Salesforce
10950071,Inactive Investor,Derek Tam,Managing Member,Beyond Wealth Advisory LLC,,,Salesforce
10603876,,Aaron Schumm,"Chief Executive Officer, Founder",Vestwell Advisors LLC,aaron.schumm@vestwell.com,,List Import
9600608,,William Schnieders,,,bill@schniederscapital.com,,List import
9553934,,John Euers,,,john.euers@gmail.com,,List import
11217285,,Oliver Schulz,,,oliver.schulz@voyafa.com,,Other
11154962,Inactive Investor,Peter Dorn,,Cape Securities Inc.,pdorn@capesecurities.com,,Salesforce
11008874,Inactive Investor,Janeisha Farquharson,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,jfarquharson@ft.newyorklife.com,,Salesforce
11039817,Inactive Investor,Aleksandr Segalchik,Financial Advisor,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",sasha.segalchik@valic.com,,Salesforce
6605639,,Ashlie L Lyons Gary,,,xowex32986@fsouda.com,,Web Form Fillout
10785084,Inactive Investor,Lydia Chui,,"Charles Schwab & Co., Inc.",lydia.chui@schwab.com,,Salesforce
11056277,Inactive Investor,Cheukyin Lo,,Citigroup Global Markets Inc.,,,Salesforce
10775191,Inactive Investor,Robert Miller,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",robert.paul.miller@wellsfargoadvisors.com,,Salesforce
11101899,Inactive Investor,John Savini,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,jsavini@ft.newyorklife.com,,Salesforce
9616420,,Rob K,,,robbie@ocm.capital,,List import
10946933,Inactive Investor,Michael Allison,,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",michael.allison@equitable.com,,Salesforce
9561374,,Steven Hansen,,,steven.hansen@hdvest.net,,List import
11211528,Inactive Investor,Cameron Dukes,,J.P. Morgan Securities LLC Broadview IL 2800 S 17th Ave,cameron.dukes@jpmorgan.com,,Salesforce
11156068,Inactive Investor,Jose Reyes,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jose.reyes@jpmorgan.com,,Salesforce
10841063,Inactive Investor,Jason Minsky,,"Ameriprise Financial Services, LLC Charlotte NC 300 S Tryon St",jason.minsky@ampf.com,,Salesforce
374397,,Scott Rogers,,,scott.rogers@lpl.com,4106867300,Salesforce
10802265,Inactive Investor,Karen Edelman,Team Administrator,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,karen.edelman@ubs.com,,Salesforce
11095180,Inactive Investor,Joshua Snoddy,Partner,"Wells Fargo Advisors Financial Network, LLC Coos Bay OR 170 S 2nd St",josh.snoddy@wfafinet.com,,Salesforce
11102906,Inactive Investor,Joyce Randolph,,Cetera Advisor Networks LLC Stockton CA 5757 Pacific Ave,randolphj@ceteranetworks.com,,Salesforce
11088621,Inactive Investor,Wyatt Eisenberger,,Thrivent Investment Management Inc. Marquette MI 100 N 3rd St,wyatt.eisenberger@thrivent.com,,Salesforce
10767933,Inactive Investor,Jonathan Fetner,Vice President;Wealth Management Advisor,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,jon.fetner@ms.com,,Salesforce
10996274,Inactive Investor,Larry Weber,Financial Advisor,Lincoln Investment Sewickley PA 1606 Carmody Ct,lweber@lincolninvestment.com,,Salesforce
9572530,,Kieran Nash,,,kierannash123@hotmail.com,,List import
10773928,Inactive Investor,Stefanie Gretkowski,Senior Wealth Strategy Associate,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,stefanie.gretkowski@ubs.com,,Salesforce
11124228,Inactive Investor,Paul Desantis,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Ronkonkoma NY 130 Portion Rd,paul.j.desantis@jpmorgan.com,,Salesforce
11116878,Inactive Investor,Robin Ross,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robin.ross@fmr.com,,Salesforce
10615824,,Maria Garcia,,,maria6.garcia@prudential.com,,List Import
157085,,Leonardo Sala,,[Unknown],leonardo.sala@gmail.com,,
11051003,Inactive Investor,Samantha Larew,,"Manning & Napier Investor Services, Inc.",slarew@manning-napier.com,,Salesforce
9647395,,Andrew F.,,,andrew.cottrell@ml.com,,List import
10776209,Inactive Investor,Kevin Hasslinger,Financial Advisor,Edward Jones Kent WA 205 Madison Ave N,kevin.hasslinger@edwardjones.com,,Salesforce
10976107,Inactive Investor,Antonio Genovese,,Dominari Securities LLC,antonio@dominarisecurities.com,,Salesforce
10749407,,Ahmed Savadogo,,,heobar79@gmail.com,,Web Form Fillout
9558059,,Andre Luiz Paiva,,,apaiva@insight2wealth.com,,List import
244846,,Pamela Wheeler,Chief Diversity & Inclusion Officer,NFP,pamela.wheeler@nfp.com,212 7865529,Manual List Upload
11039016,Inactive Investor,Terry Thill,,Evidence Advisors Investment Management,terry@evidenceadvisors.com,,Salesforce
9557773,,Karen Derose,,,karen.derose@lfg.com,,List import
10997803,Inactive Investor,Tobi Tejada,,J.P. Morgan Securities LLC Northvale NJ 271 Livingston St,tobi.tejada@jpmorgan.com,,Salesforce
11202733,Inactive Investor,Kathryn Aurand,,PFS Investments Inc. Willoughby OH 36625 Vine St,kathryn.krancevic@primerica.com,,Salesforce
10781470,Inactive Investor,Danielle Furze,Branch Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,danielle.furze@morganstanley.com,,Salesforce
11034820,Inactive Investor,John Kish,Private Wealth Advisor,"Ameriprise Financial Services, LLC Northville MI 325 N Center St",john.a.kish@ampf.com,,Salesforce
10843077,Inactive Investor,Gary Hannah,Financial Advisor,Robert W. Baird & Co. Incorporated Asheville NC 79 Woodfin Pl,ghannah@rwbaird.com,,Salesforce
9608804,,David Stinson,,,d13shop@icloud.com,,List import
10487807,,Matthew Borowski,"Partner, Senior Wealth Manager","True North Advisors, LLC",mborowski@truenorthadvisors.com,,List Import
10884755,Inactive Investor,Robin Dyer-Pettit,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,robin.dyerpettit@fidelity.com,,Salesforce
10754443,Inactive Investor,Nicole Gatto,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",niki.gatto@ml.com,,Salesforce
90857,,Stephen Hinrichs,Director Of Investment Research,"David Vaughan Investments, Llc",shinrichs@dviinc.com,1-309-685-0033,Manual List Upload
10917891,Inactive Investor,Steven Clem,,Cetera Financial Specialists LLC Charleston SC 2 Gillon St,steven.clem@ceterafs.com,,Salesforce
11129594,Inactive Investor,Sergio Samur-Henriquez,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,sergio.samur@citi.com,,Salesforce
9569432,,Howard Corey,,,howard@shorepointpartners.com,,List import
11211283,Inactive Investor,Joshua Brown,,"Wells Fargo Clearing Services, LLC Las Vegas NV 1900 Village Center Cir",joshua.m.brown@wellsfargo.com,,Salesforce
11018448,Inactive Investor,Christopher Wall,Private Wealth Manager,Creative Planning Concord CA Private Residence,christopher.wall@creativeplanning.com,,Salesforce
11167527,Inactive Investor,Brandon Powers,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Melville NY 48 S Service Rd",powers.brandon@principal.com,,Salesforce
9638753,,Jade Stoltz,,,jstoltz@jfed.net,,List import
10798915,Inactive Investor,Harry Muscatello,Private Wealth Advisor,LPL Financial LLC Westborough MA 1900 W Park Dr,dan.muscatello@lpl.com,,Salesforce
11142638,Inactive Investor,Annette Kitchen,Financial Consultant,"Equitable Advisors, LLC Newport KY Private Residence",annette.kitchen@equitable.com,,Salesforce
5682351,,Sanjay Bhati,,,sanjaybhati994@gmail.com,,Web Form Fillout
11159656,Inactive Investor,Heather Hackworth,,Edward Jones Allen TX Private Residence,heather.hackworth@edwardjones.com,,Salesforce
9555211,,"Brian R. Briggs, MD, MPH",,,brianrb@msn.com,,List import
9614089,,Davis Arthur,,,truline@hughes.net,,List import
11129360,Inactive Investor,Randy Anderson,,Traction Financial Partners Littleton CO 8321 S Sangre De Cristo Rd,randy.anderson@tractionfp.com,,Salesforce
227782,, -,,[[Unknown]],tiramasou@aol.com,,
11124066,Inactive Investor,Steven Longo,,"Sanctuary Securities, Inc. Slidell LA 2054 Gause Blvd E",slongo@sanctuarywealth.com,,Salesforce
11236539,Inactive Investor,Melanie Hardie,Financial Advisor,Northstar Investment Advisory LLC East Bethel MN Private Residence,,,Salesforce
10867399,Inactive Investor,Joseph York,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,joseph.york@fidelity.com,,Salesforce
10524225,,Virupakshan Vinaykumar,,,loginasvinay@gmail.com,,Web Form Fillout
11164668,Inactive Investor,Cory Ludwick,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",cory.ludwick@ml.com,,Salesforce
198462,,JOHN ESTERHAI,,personal card,john.esterhai@pennmedicine.upenn.edu,2676254535,Content
11212720,Inactive Investor,Wei Yu,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,yuw@ft.newyorklife.com,,Salesforce
11001675,Inactive Investor,Adam Duchek,,PFS Investments Inc. Meridian ID 1404 N Main St,aduchek@primerica.com,,Salesforce
11199121,Inactive Investor,Yohan Lee,Retirement Consultant,"Voya Financial Advisors, Inc. Columbia MD Private Residence",,,Salesforce
11234046,Inactive Investor,Keri Van Dyke,Portfolio Associate,Morgan Stanley Modesto CA 1020 10th St,keri.van.dyke@morganstanley.com,,Salesforce
11097135,Inactive Investor,Anthony Cheang,,"Buckingham Strategic Wealth, LLC Denver CO 1601 Wewatta St",,,Salesforce
10818339,Inactive Investor,Delano Johnson,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,del.johnson.b9cn@statefarm.com,,Salesforce
152686,,Christoph Salzer,,[Unknown],christoph.salzer@dquadrat.com,,Organic Search
11142689,Inactive Investor,Thomas Dornan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",thomas_dornan@ml.com,,Salesforce
144810,,Devone Mcleod,"Financial Advisor, Vice President","Wealth Enhancement Advisory Services, Llc",dmcleod@wealthenhancement.com,(914) 524-4987,
9613598,,M H,,,m@h.com,,List import
11130554,Inactive Investor,Bradley Osborn,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,bradley.osborn@primerica.com,,Salesforce
10835997,Inactive Investor,Michael Benson,Investment Associate,UBS Financial Services Inc. Kansas City MO 700 W 47th St,michael.benson@ubs.com,,Salesforce
9610077,,Kai Guldemond,,,kaiguldemond@me.com,,List import
10921256,Inactive Investor,Pedram Kaivani,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,pkaivani@ft.newyorklife.com,,Salesforce
10990083,Inactive Investor,Youngho Moon,,Perella Weinberg Partners LP,ymoon@pwpartners.com,,Salesforce
10644092,,Candace Vondra,,,cvondra@williamblair.com,,List Import
11220590,,Brooks Russo,,,brooks.russo@allworthfinancial.com,,Other
231483,, -,,[[Unknown]],qmsc@aol.com,,Direct
10784204,Inactive Investor,Christopher Bland,,Stonex Securities Inc. Youngstown OH 54 Westchester Dr,,,Salesforce
10645569,,Cheyenne Alvarez,,,cheyenne.farrell@nm.com,,List Import
9585714,,John Krieger,,,johnnycrash1.jk@yahoo.com,,List import
11017072,Inactive Investor,Mariam Abu-Adas,,NYLIFE Securities LLC Chicago IL 500 W Madison St,mwabuadas@ft.newyorklife.com,,Salesforce
10524395,,William Anderson,,,wcamsa@earthlink.net,,Web Form Fillout
2560997,,Martin Braun,,,martinbraunb@gmail.com,,
10961699,Inactive Investor,Isabella Wesley,Financial Advisor,"The Welch Group, LLC",isabella@welchgroup.com,,Salesforce
11211420,Inactive Investor,William Hancock,,"Osaic Wealth, Inc. Collierville TN 554 Green Tree Cv",,,Salesforce
10895152,Inactive Investor,Gabriel Gurau,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11126221,Inactive Investor,Dennis Mahler,Financial Advisor,Edward Jones Shelbyville IN 406 Miller Ave,dj.mahler@edwardjones.com,,Salesforce
10852470,Inactive Investor,Jorge Garcia,Senior Relationship Manager,"Principal Securities, Inc. Morrison CO Private Residence",garcia.jorge@principal.com,,Salesforce
9551849,,Asheda Gray,,,ashedagray@gmail.com,,List import
10830900,Inactive Investor,Francis Haas,Senior Partner;Wealth Advisor,"Jacobi Capital Management, LLC Berwyn PA 1055 Westlakes Dr",fhaas@jacobiwealth.com,,Salesforce
11055492,Inactive Investor,Jennifer Wynn,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",jennifer_wynn@ml.com,,Salesforce
10664290,,Timothy Bentley,,,asktim78@yahoo.com,775-391-8094,Web Form Fillout
211537,,Carolyn Balsbaugh,Program Director,Harvard,cjoyce160@gmail.com,,Content
74332,,Francis Szarejko,Associate,Thrivent Investment Management Inc.,francis.szarejko@thrivent.com,,
10807885,Inactive Investor,Charles Redman,,UBS Financial Services Inc. Portland ME 1 City Ctr,charles.redman@ubs.com,,Salesforce
10864557,Inactive Investor,Chad Pannell,,"Independent Advisor Alliance, LLC Charlotte NC 3530 Toringdon Way",,,Salesforce
9578224,,Larry Rothenberg,,,lrothenberg@firstrepublic.com,,List import
11228696,Inactive Investor,Arian Bobi,,J.P. Morgan Securities LLC New Haven CT 234 Church St,,,Salesforce
10996857,Inactive Investor,Aaron Alsop,Chief Product Officer,"Path Digital Advisors, LLC Chicago IL 300 S Wacker Dr",,,Salesforce
9601434,,Arthur Degaetano,,,adegaetano@bramshillinvestments.com,,List import
10798325,Inactive Investor,Joseph Wojcik,Private Wealth Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10237 W Lincoln Hwy",joseph.a.wojcik@ampf.com,,Salesforce
11018905,Inactive Investor,Wesley Hartmann,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,wghartmann@ft.newyorklife.com,,Salesforce
11114297,Inactive Investor,Sami Abboud,Private Wealth Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",sami_abboud@ml.com,,Salesforce
9626762,,Lakshitha Nawarathne,,,ashenlakshitha91@gmail.com,,List import
10877909,Inactive Investor,David Mcdermid,Financial Advisor,Edward Jones Portales NM 819 S Avenue C Pl,david.mcdermid@edwardjones.com,,Salesforce
11201016,Inactive Investor,Jasmine Packer,,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",,,Salesforce
10965985,Inactive Investor,Christen Tammaro,,"Kestra Investment Services, LLC Warrington PA 2600 Kelly Rd",,,Salesforce
9560781,,Daniel Benel,,,daniel@tenerecapital.com,,List import
11210866,Inactive Investor,Patrick Ward,,Fidelity Brokerage Services LLC,,,Salesforce
236368,, -,,[[Unknown]],garin.liberty@gmail.com,,
88114,,Jed Berman,,United States,jedberman@gmail.com,,source
10812170,Inactive Investor,Jason Doviak,Financial Advisor,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,jason_doviak@glic.com,,Salesforce
10865676,Inactive Investor,Elisabeth Dawson,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Copia Wealth Management Advisors, Inc.",,,Salesforce
10914132,Inactive Investor,Nithya Raman,,Evercore Group L.L.C.,,,Salesforce
10856356,Inactive Investor,Jeffrey Olson,CEO | Financial Advisor,"Cambridge Investment Research, Inc. Rockville MD 2400 Research Blvd",jeff@ascentwsg.com,,Salesforce
11058658,Inactive Investor,John Foley,,"Raymond James Financial Services, Inc. Columbus OH 450 W Wilson Bridge Rd",john.foley@raymondjames.com,,Salesforce
11207139,Inactive Investor,Barry Jones,Retirement Planning Specialist,"Equitable Advisors, LLC Davison MI 2046 S State Rd",barry.jones@equitable.com,,Salesforce
11092613,Inactive Investor,Christopher Browning,,"Equitable Advisors, LLC Scottsdale AZ Private Residence",christopher.browning@equitable.com,,Salesforce
10765799,Inactive Investor,Angela Gray,Wealth Management Associate,UBS Financial Services Inc. College Station TX 175 Century Square Dr,angela.gray@ubs.com,,Salesforce
11202329,Inactive Investor,Jacob Heilmann,,Robert W. Baird & Co. Incorporated,jheilmann@rwbaird.com,,Salesforce
9559357,,Megan Siegal,,,megans@bosfam.com,,List import
10999882,Inactive Investor,Theodore Lerud,,"MML Investors Services, LLC",,,Salesforce
11113074,Inactive Investor,Michelle Cassidy,Senior Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,michelle.cassidy@morganstanley.com,,Salesforce
10983814,Inactive Investor,Justin Nash,Private Client Advisor,J.P. Morgan Securities LLC Spring TX 9590 Six Pines Dr,,,Salesforce
10925446,Inactive Investor,Yujin Zheng,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",lia.zheng@ml.com,,Salesforce
9629599,,yu89000u u009y0909,,,dppp1989@gmail.com,,List import
11177171,Inactive Investor,Michael Mungenast,,"Concourse Financial Group Securities, Inc. Fayette AL 305 2nd St NE",michael.mungenast@concoursefinancial.com,,Salesforce
10795219,Inactive Investor,Steven Swanson,Financial Advisor,LPL Financial LLC Frankfort IL 10257 W Lincoln Hwy,steven.swanson@lpl.com,,Salesforce
341240,,Anthony Colarusso,Assistant Controller,"Alcion Ventures, L.p.",acolarusso@alcionventures.com,617-603-1000,Manual List Upload
9545822,,abdul qureshi,,,aqureshi@gmail.com,,List import
11001353,Inactive Investor,Shondalyn Henry,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10612751,,Carla Williams,Financial Advisor,,carla.williams@lpl.com,,List Import
11010067,Inactive Investor,Christopher Non,,State Farm VP Management Corp. Los Angeles CA 6464 W Sunset Blvd,,,Salesforce
11174699,Inactive Investor,Michael Walters,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",michael.walters@schwab.com,,Salesforce
224063,,Peter Piccoli,Financial Planner,"Calton & Associates, Inc.",ppiccoli@calton.com,321-308-0626,
9617281,,meiqi guan,,,986373611@qq.com,,List import
10997526,Inactive Investor,Christopher Klein,Wealth Advisor,Liberty One Wealth Advisors,cklein@libertyonewealth.com,,Salesforce
11153735,Inactive Investor,Ian Urry,Financial Advisor,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10795613,Inactive Investor,Scott Swift,Financial Advisor,Edward Jones Cary NC 2426 SW Cary Pkwy,scott.swift@edwardjones.com,,Salesforce
10606165,,Arthur Gonsalves,"Branch Manager, Investment Advisor","Raymond James Financial Services Advisors, Inc",arthur.gonsalves@raymondjames.com,727-567-1000,List Import
10939705,Inactive Investor,Robert Goodson,,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",robert.goodson@ampf.com,,Salesforce
11101874,Inactive Investor,Yonghwa Lee,,NYLIFE Securities LLC Pasadena CA 1241 N Holliston Ave,kimy@ft.nyl.com,,Salesforce
373853,,Yash Aggarwal,,[Unknown],ygarg9268@gmail.com,,source
9636455,,Richard Bennett,,,rbennett@btwealthllc.com,,List import
10793786,Inactive Investor,Michael Rhodes,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Orland Park IL 10310 Orland Pkwy",,,Salesforce
10942242,Inactive Investor,Daxin Wang,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",katherine.wang@wellsfargo.com,,Salesforce
11011536,Inactive Investor,Natalia Elias,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,natalia_elias@vanguard.com,,Salesforce
9624926,,daniel haboush,,,dhaboush@gmail.com,,List import
10825182,Inactive Investor,Donald Hardison,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",don.hardison@ml.com,,Salesforce
9569934,,Michael Germano,,,mjgermano4@protonmail.com,,List import
10856980,Inactive Investor,Jana Kastle,Financial Advisor,"Raymond James & Associates, Inc. Evansville IN 7501 Eagle Crest Blvd",jana.kastle@raymondjames.com,,Salesforce
10951313,Inactive Investor,Andres Rubio,Financial Advisor,Edward Jones Dacula GA 2089 Teron Trce,andres.rubio@edwardjones.com,,Salesforce
10803986,Inactive Investor,Gregory Brown,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,gregory.brown@morganstanley.com,,Salesforce
11027303,Inactive Investor,Richard Goldstein,Regional Vice President,PFS Investments Inc. Phoenix AZ 3240 E Union Hills Dr,richard.goldstein@primerica.com,,Salesforce
11102711,Inactive Investor,Monica Ghorbani,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9647222,,M Leonard,,,tresorcryptohk@gmail.com,,List import
10752875,Inactive Investor,Cover Brooks,Financial Advisor,Morgan Stanley Pensacola FL 850 S Palafox St,cover.brooks@morganstanley.com,,Salesforce
10831710,Inactive Investor,Brian Lichtenstein,,MONECO Advisors Glastonbury CT 25 New London Tpke,brian@monecoadvisors.com,,Salesforce
10977401,Inactive Investor,Juan Corona,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
342401,,Carol Hutchings,Controller,"Ldr Capital Management, Llc",chutchings@ldrcapitalmgmt.com,646-927-5800,Manual List Upload
11232267,Inactive Investor,Kimberly Golden,,PFS Investments Inc. Sacramento CA 3111 Fite Cir,kcornelious@primerica.com,,Salesforce
10820985,Inactive Investor,Randy Armstrong,Financial Professional,"Equitable Advisors, LLC Springfield IL 817 S Grand Ave W",randy.armstrong@equitable.com,,Salesforce
9564055,,Mark DeGrave,,,mark.degrave@thrivent.com,,List import
9597846,,Wendy Boren,,,wendy.boren@trustcore.com,,List import
11138074,Inactive Investor,Patrick Simmerman,Financial Advisor;Product Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2555 W Chandler Blvd",patrick.simmerman@ml.com,,Salesforce
10937629,Inactive Investor,Brian Forte,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brian.forte@tiaa.org,,Salesforce
9633164,,Almazi Enterprises,,,almazi.enterprises@gmail.com,,List import
11219448,,David Utterback,,,david.utterback@lpl.com,,Other
11133075,Inactive Investor,Mark Trawick,,Kovack Securities Inc. Macon GA 1611 Bass Rd,mark@kovacksecurities.com,,Salesforce
10938347,Inactive Investor,Jonah Silberstein,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9628955,,Hank Romaine,,,hsromaine@gmail.com,,List import
9584206,,Eric Lowder,,,eric.lowder@prudential.com,,List import
11011392,Inactive Investor,Marcus Campbell,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,,,Salesforce
230747,,Joseph R Holloway -,,Joseph R Holloway [[Unknown]],thebarberking70@yahoo.com,,
10946655,Inactive Investor,Joshua Walker,Financial Advisor,LPL Financial LLC Wayne PA 1053 Croton Rd,joshua.walker@lpl.com,,Salesforce
10826745,Inactive Investor,Kent Schutte,Chief Compliance Officer;President,"Advanced Advisor Group, LLC",,,Salesforce
11016120,Inactive Investor,Carlos Andrade,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",carlos.andrade@nm.com,,Salesforce
11192172,Inactive Investor,Nilesh Nanavati,Portfolio Management Director,Strong Bridge Advisors LLC,nilesh@strongbridgeadvisers.com,,Salesforce
9588156,,Adjhani McFarlane,,,lilmadawg12575@outlook.com,,List import
10868625,Inactive Investor,Deborah Tazelaar,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",deborah.tazelaar@nm.com,,Salesforce
10773085,Inactive Investor,James Manion,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,lang.manion@opco.com,,Salesforce
11217922,,Forbes Leung,,,forbes.leung@ml.com,,List Import
10855892,Inactive Investor,Charles Sauberan,Chief Compliance Officer;Financial Planner;President,"Sauberan & Company, LLC",cgallahan@sauberanandcompany.com,,Salesforce
9644454,,robert pawlowski,,,robert_pawlowski@ml.com,,List import
9617480,,Christopher Girgenti,,,chris@newworldvc.com,,List import
10861223,Inactive Investor,Uguumur Tsogtbaatar,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington Heights IL 455 E Rand Rd",,,Salesforce
11082681,Inactive Investor,Brooks Marsted,Owner;President,"BCM Wealth Management, LLC.",,,Salesforce
10888562,Inactive Investor,Jonathan Stewart,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",jonathan.stewart@stifel.com,,Salesforce
11074251,Inactive Investor,Richard Weinberg,Chief Financial Officer;Executive Vice President,Capital Investment Advisors,r.a.weinberg@capitalamg.com,,Salesforce
10933182,Inactive Investor,Timothy Dunneback,Investment Advisor Representative,"Equity Services, Inc. Chicago IL 1 N Franklin St",tdunneback@nationallife.com,,Salesforce
11084509,Inactive Investor,Edward Easterling,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",edward.easterling@ml.com,,Salesforce
11075175,Inactive Investor,Bradley Claycomb,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",scott_claycomb@ml.com,,Salesforce
9639329,,Jacqueline Samson,,,jsamson@uri.edu,,List import
10846171,Inactive Investor,Matthew Lysiak,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",matthew.lysiak@nm.com,,Salesforce
10603902,,Michael Morell,"Co-Chief Investment Officer, Executive Officer, Managing Partner, Regulatory Contact",Landscape Capital Management LLC,mike@landscapecapital.com,,List Import
10978875,Inactive Investor,Daseul Kim,Client Associate,Neuberger Berman BD LLC,daseul.kim@nb.com,,Salesforce
10992541,Inactive Investor,Collin Deysher,,"Kestra Investment Services, LLC Wayne PA 955 Chesterbrook Blvd",,,Salesforce
11192256,Inactive Investor,Jinger Tomassi,Owner,"Tomassi Financial Planning, LLC",jinger@tomassifinancialplanning.com,,Salesforce
10487887,,Claudia King,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",claudia.king@raymondjames.com,,List Import
11158379,Inactive Investor,Brandon Janovsky,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",brandon_janovsky@ml.com,,Salesforce
10814410,Inactive Investor,Baldwin George,Chief Compliance Officer;Director;Founder;President;Secretary;Treasurer,"Responsive Financial Group, Inc. Arlington Heights IL 204 W Wing St",ben@rfgweb.com,,Salesforce
10646531,,Corey Frendberg,,,cfrendberg@primerica.com,,List Import
9604832,,Kirk Sheby,,,kirk@shebyfg.com,,List import
11164023,Inactive Investor,Jeffrey Schneider,,"Osaic Institutions, Inc. Brooklyn NY 7415 5th Ave",jschneider@infinexgroup.com,,Salesforce
10998425,Inactive Investor,Jennifer Altemus,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10831898,Inactive Investor,Anthony Marino,Financial Advisor,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",amarino1@ampf.com,,Salesforce
10810871,Inactive Investor,Robert Bradford,Compliance Officer;Managing Partner;Principal;Treasurer,"Centerpoint Advantage, LLC",rhbradford@pba-centerpoint.com,,Salesforce
336604,,Jorge Pelaez,Sr. Vice President Investment Banking,Trident Advisors Inc,jpelaez@chapindavis.com,215-489-5383,Manual List Upload
10937875,Inactive Investor,Randall Wolfe,,"Prudential Annuities Distributors, Inc",randall.wolfe@prudential.com,,Salesforce
11069194,Inactive Investor,John Cogswell,,"Silver Oak Securities, Incorporated Shelbyville KY 1461 Haley Rd",jcogswell@silveroaksecurities.com,,Salesforce
11217153,,Alanna Flynn,,,alanna.flynn@edwardjones.com,,Other
9572775,,Walton Driggers,,,wwdriggers@ftbadvisors.com,,List import
10937002,Inactive Investor,Melissa Hines,,"Cambridge Investment Research, Inc. Destin FL 34990 Emerald Coast Pkwy",,,Salesforce
10903838,Inactive Investor,Charbel Ojeil,,Cetera Advisor Networks LLC North Brunswick NJ 623 Georges Rd,,,Salesforce
10614859,,Paul Kandel,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager, Senior Vice President - Wealth Management",,paul.kandel@morganstanley.com,,List Import
10846814,Inactive Investor,John Andersen,Private Client Investment Associate,J.P. Morgan Securities LLC Mission Viejo CA 27888 Santa Margarita Pkwy,john.k.andersen@jpmorgan.com,,Salesforce
10863479,Inactive Investor,Samantha Norton,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
10486565,,Charlotte Pace,,Cetera Investment Advisers LLC,janelle@pacefinancialservices.com,,List Import
9576001,,Joel Yukish,,,vaysixrs@hotmail.com,,List import
11141198,Inactive Investor,Jane Mcauliffe,Financial Advisor;Partner,"Axis Wealth Partners, LLC East Greenwich RI 670 Main St",jmcauliffe@axisadvisorsgroup.com,,Salesforce
10906592,Inactive Investor,Jeffrey West,,Cetera Advisor Networks LLC Lemoyne PA 4 Lemoyne Dr,,,Salesforce
10927414,Inactive Investor,Kenneth Basel,Chief Compliance Officer;Financial Planner;Owner,"Stepping Stone Advisors, LLC Ypsilanti MI 1741 Cardiff Row",,,Salesforce
10946060,Inactive Investor,Michael Yamka,,"Wells Fargo Clearing Services, LLC Hainesport NJ 1520 Rte 38",,,Salesforce
105153,,Jeffery Weeks,Construction,Gaffy global contractor,jeffwks3@gmail.com,,
9596907,,Jeffrey Minc,,,jminc@merceradvisors.com,,List import
10939547,Inactive Investor,Samuel Arias,,PFS Investments Inc. Hurst TX 700 NE Loop 820,samuel.arias@primerica.com,,Salesforce
11207911,Inactive Investor,Allison Slobodian,Financial Planning Director;Vice President,Morgan Stanley Conshohocken PA 100 Front St,allison.nichols@morganstanley.com,,Salesforce
11059691,Inactive Investor,Larry Voss,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,lvoss@ft.newyorklife.com,,Salesforce
215561,,Jonathan Strachan,,[Unknown],jonnyeditor@mail.com,,source
9643023,,Dauren Abilkassym,,,daurenn.ab@gmail.com,,List import
11151450,Inactive Investor,Roger Corey,,"Osaic Wealth, Inc. Lewis Center OH Private Residence",,,Salesforce
10965427,Inactive Investor,Kevin Kelly,Client Associate,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,kkelly@rockco.com,,Salesforce
341052,,Patty Flannery,Executive Assistant,"Asco Financial Group, Inc.",pflannery@ascofinancial.com,570-714-0720,Manual List Upload
10800126,Inactive Investor,Robert Scott,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",rdon.scott@wellsfargoadvisors.com,,Salesforce
10997159,Inactive Investor,Aaron Ramirez,Financial Advisor,"Voya Financial Advisors, Inc. Edinburg TX 1524 S 7th Ave",aaron.ramirez@voyafa.com,,Salesforce
11187471,Inactive Investor,Michael Leblanc,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11180029,Inactive Investor,Joshua Boxley,,LPL Financial LLC Austin TX 623 W 38th St,joshua.boxley@lpl.com,,Salesforce
11121631,Inactive Investor,Melissa Spencer,,LPL Financial LLC Farmington ME 189 Main St,melissa.spencer@lpl.com,,Salesforce
10644371,,Timothy Bendik,,,timothy.bendik@gs.com,,List Import
11165379,Inactive Investor,Vanla Harnett,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,vharnett@primerica.com,,Salesforce
11125117,Inactive Investor,Nicholas Lamia,Financial Advisor,Edward Jones Saint Louis MO 600 Emerson Rd,nick.lamia@edwardjones.com,,Salesforce
10781506,Inactive Investor,Carla Williams,,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",carla.williams@rbc.com,,Salesforce
10531837,,Don Brown,Wealth Management Advisor,NMFN,don.b.brown@nm.com,7572884269,List import
10891318,Inactive Investor,Claire Moody,,Evercore Group L.L.C.,claire.moody@evercore.com,,Salesforce
9546176,,Catherine Grambow,,,cathy.grambow@thrivent.com,,List import
10995239,Inactive Investor,Gary Stirbis,Member,Pace Wealth Advisors,gary@pacewealthadvisors.com,,Salesforce
10908947,Inactive Investor,Ryan Beard,Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9566004,,Ou Xu,,,ou.xu@transamerica.com,,List import
11076017,Inactive Investor,Michael Lee,,"Northwestern Mutual Investment Services, LLC Campbell CA 1919 S Bascom Ave",mike.lee@nm.com,,Salesforce
10908733,Inactive Investor,Raydania Pena,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,rpena@ft.newyorklife.com,,Salesforce
9571755,,Troy Paradis,,,troy.paradis@securitiesamerica.com,,List import
10802919,Inactive Investor,Marlin Johnson,Wealth Care Coordinator,"Wealth Advisors Network, Inc. Lexington NE 500 N Washington St",,,Salesforce
11196942,Inactive Investor,Lynda Morin,Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co.,lmorin@dadco.com,,Salesforce
10843902,Inactive Investor,Christopher Snoap,Financial Advisor,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",christopher.snoap@nm.com,,Salesforce
10878740,Inactive Investor,Anthony Myren,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Minneapolis MN 3601 Minnesota Dr",,,Salesforce
11229452,Inactive Investor,Kimberly Bivens,Client Service Associate,"Raymond James & Associates, Inc. Montgomery AL 7460 Halcyon Pointe Dr",kimberly.bivens@raymondjames.com,,Salesforce
11111737,Inactive Investor,Nicholas Ehmcke,,LPL Financial LLC Lincoln NE 8525 Executive Woods Dr,nicholas.ehmcke@lpl.com,,Salesforce
219350,,Loc Pham,,[Unknown],dts11002@gmail.com,,Direct
10928196,Inactive Investor,Jake Donahue,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9622057,,Mark Gimbel,,,mgimbelmd@gmail.com,,List import
10806993,Inactive Investor,Jay Parker,,"Osaic Wealth, Inc. Mishawaka IN 3900 Edison Lakes Pkwy",,,Salesforce
9647177,,David Zamora,,,runr0420@gmail.com,,List import
9577614,,John Lusi,,,john.lusi@pnc.com,,List import
11109989,Inactive Investor,Jessica Lubin,,J.P. Morgan Securities LLC Port Richey FL 8298 Ridge Rd,jessica.lubin@jpmorgan.com,,Salesforce
10829106,Inactive Investor,Joseph Ventresca,,"Cadaret, Grant & Co., Inc. Amherst NY Private Residence",jventresca@cadaretgrant.com,,Salesforce
348859,,Ryan Tiesi,"Secretary, Chief Financial Officer","Jfs Wealth Advisors, Llc",rtiesi@jfswa.com,724-962-3200,Manual List Upload
11203967,Inactive Investor,William Starr,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",colin.starr@nm.com,,Salesforce
10935999,Inactive Investor,William Bowers,Wealth Advisor,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",wbowers@bokf.com,,Salesforce
10603896,,Neil Gagnon,"Managing Partner, Portfolio Manager","Gagnon Securities, LLC",ngagnon@gagnonsec.com,212-554-5015,List import
11177922,Inactive Investor,Tiffany Ritchie,,LPL Financial LLC,tiffany.ritchie@lpl.com,,Salesforce
345023,,Robert Lieber,Executive Managing Director,C-iii Investment Management Llc,rlieber@c3cp.com,212-705-5000,Manual List Upload
9640286,,Elizabeth Storer,,,elizabeth_storer@storerfoundation.org,,List import
9582107,,Mark Henneman,,,mhenneman@mairsandpower.com,,List import
11119673,Inactive Investor,Michael Donius,,Fidelity Brokerage Services LLC,,,Salesforce
11148250,Inactive Investor,Celeste Tortorici,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,celeste.tortorici@primerica.com,,Salesforce
10881680,Inactive Investor,Jennifer Ritorto,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",jennifer.ritorto@truist.com,,Salesforce
10881445,Inactive Investor,Shawn Varner,Financial Advisor,Edward Jones Olathe KS 12720 S Blackbob Rd,shawn.varner@edwardjones.com,,Salesforce
11235404,Inactive Investor,Mitchell Freedman,Wealth Advisor,Strait & Sound Bellevue WA 8 Columbia KY,mitchell@straitandsound.com,,Salesforce
9583974,,Larry Gies,,,lgies@madisoncapitalpartners.net,,List import
187769,,Colin Gray,Financial Advisor,"Argi Investment Services, Llc",colingray@argi.net,502-753-0609,
10899178,Inactive Investor,Stephen Agricola,Vice President,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",taylor.agricola@stifel.com,,Salesforce
9647194,,Alex Jenkins,,,ajs_hero335@outlook.com,,List import
10813817,Inactive Investor,Robert Justice,Financial Advisor,LPL Financial LLC Mentor OH 6952 Spinach Dr,robert.justice@lpl.com,,Salesforce
10852762,Inactive Investor,David Tanna,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david.tanna@ml.com,,Salesforce
11043255,Inactive Investor,Eric Andreen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eric_andreen@vanguard.com,,Salesforce
11140700,Inactive Investor,Vivek Sugumaran,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11044907,Inactive Investor,Deborah Gaff,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,deborah.gaff@fidelity.com,,Salesforce
10782219,Inactive Investor,Lorrie Riggs,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,lriggs@janney.com,,Salesforce
10825630,Inactive Investor,Acie French,Financial Consultant,LPL Financial LLC Houston TX 9525 Katy Fwy,acie.french@lpl.com,,Salesforce
11048415,Inactive Investor,Johanne Giard,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,jgiard@primerica.com,,Salesforce
11152314,Inactive Investor,Brooke Newell,,"Raymond James Financial Services, Inc. Brookfield WI 13890 Bishops Dr",brooke.newell@raymondjames.com,,Salesforce
10658169,,Suzanne Linden,,,sue.young@lpl.com,,List Import
336113,,Michael Connolly,Controller,Linden Capital Partners,mconnolly@lindenllc.com,312-506-5600,Manual List Upload
10980062,Inactive Investor,Roemello Shavers,Investment Advisor,Fisher Investments,,,Salesforce
11121938,Inactive Investor,Erin Cote,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
10937263,Inactive Investor,Margaret Stephan,Chief Compliance Officer;Financial Advisor;Member,"Empowerment Financial Guidance, LLC",,,Salesforce
9628179,,terry crowe,,,terrence.crowe@edwardjones.com,,List import
10832133,Inactive Investor,Alberto Hamonet,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",alberto.hamonet@ml.com,,Salesforce
10780597,Inactive Investor,John Morgan,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",john_morgan@ml.com,,Salesforce
10896783,Inactive Investor,Joseph Beckford,Wealth Advisor,Goodwin Investment Advisory,jbeckford@goodwininvestment.com,,Salesforce
10919334,Inactive Investor,Keith Kolinsky,Chief Compliance Officer;President,"Complete Financial Planning, Inc.",,,Salesforce
10937370,Inactive Investor,Robert Farnam,,Janney Montgomery Scott LLC,rfarnam@janney.com,,Salesforce
10967704,Inactive Investor,Agustin Marin Gil De Biedma,,HSBC Securities (USA) Inc.,,,Salesforce
10814626,Inactive Investor,Matthew Wright,,"Osaic FA, Inc.",matthew.wright@lfg.com,,Salesforce
241007,,Ryan McCormack,Factor & Core Equity Strategist,Invesco,ryan.mccormack@invesco.com,,Event
11060861,Inactive Investor,Matthew Claiborne,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11014433,Inactive Investor,Timothy Kiernan,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
9629156,,Alistair Hammond,,,aj@mycelium.ventures,,List import
11184650,Inactive Investor,Jeffrey Beaulieu,,NYLIFE Securities LLC Riverside CA 6690 Alessandro Blvd,jbeaulieu@ft.newyorklife.com,,Salesforce
1002579,Inactive Investor,Hany Rashwan,,Amun,hany@rashwan.com,,3rd Party Lead Gen
66512,,Adam Adamo,Financial Advisor,"Voya Financial Advisors, Inc.",adam.adamo@voyafa.com,216-447-3791,
11111174,Inactive Investor,David Grimaldi,Financial Planner,Integrated Wealth Concepts LLC Glastonbury CT 115 Glastonbury Blvd,david.grimaldi@ifpadvisor.com,,Salesforce
11144720,Inactive Investor,John Stanton,Wealth Advisor,"SeaCrest Wealth Management, LLC",,,Salesforce
11158521,Inactive Investor,Randall Gerber,Advisor;Founder;Managing Member,"Gerber, LLC Columbus OH 450 W Wilson Bridge Rd",randall.gerber@gerberclarity.com,,Salesforce
11142897,Inactive Investor,Maura Laudone,Financial Representative,"MML Investors Services, LLC Westerly RI 128 Main St",,,Salesforce
11049337,Inactive Investor,Gregory Britsch,,"Osaic Wealth, Inc. Oak Creek WI 6400 S 27th St",,,Salesforce
10487164,,Charles Davis,Managing Director,Citigroup Global Markets Inc.,charles.davis@citigroup.com,,List Import
9573145,,Chris Hammond,,,chris.hammond@elionllc.com,,List import
11238908,Inactive Investor,Josh Hall,,The Clarus Group,josh@claruswealthgroup.com,,Salesforce
11163202,Inactive Investor,Lisa Warning,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",lisa.warning@rbc.com,,Salesforce
11083619,Inactive Investor,Steve Choi,,J.P. Morgan Securities LLC Flushing NY 16320 Northern Blvd,steve.choi@jpmorgan.com,,Salesforce
11078800,Inactive Investor,Barbara Phethean,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,barbara.phethean@fmr.com,,Salesforce
10804714,Inactive Investor,Robert Grace,,J.P. Morgan Securities LLC Denver CO 100 Detroit St,robert.b.grace@jpmorgan.com,,Salesforce
10846435,Inactive Investor,Evan Smith,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,evan.smith@us.hsbc.com,,Salesforce
11009951,Inactive Investor,Mary Spuhler,,"Osaic Wealth, Inc. Camp Hill PA Private Residence",,,Salesforce
9645241,,Alan Ruskin,,,alan.ruskin@db.com,,List import
11048015,Inactive Investor,Stanley Hauxwell,,"Raymond James Financial Services, Inc. Bend OR 300 SW Columbia St",stanley.hauxwell@raymondjames.com,,Salesforce
11091779,Inactive Investor,Samuel Harris,Financial Professional Emeritus,"Pruco Securities, LLC. Jackson MS 2618 Southerland St",,,Salesforce
11036734,Inactive Investor,Reid Rasner,Financial Advisor,LPL Financial LLC Casper WY 932 S David St,reid.rasner@lpl.com,,Salesforce
217322,,John Carella,,[Unknown],johnacarella@gmail.com,,
95898,,Luke Baylis,,Germany,lorimer.luke@gmail.com,,
9646230,,Shayn Logan,,,slogan@dsmcapital.com,,List import
9631262,,hong chiatse,,,hank1088@gmail.com,,List import
10617859,,Paul Shook,,,paul_shook@ml.com,,List Import
223256,,Efrain Velazquez,President,AGPV,velazquez.efrain@gmail.com,,
248232,,Lucas Souza,Analyst,BTG Pactual,lucas.souza@btgpactual.com,,Manual List Upload
342154,,Paul Klerk,"CFO, COO",Alpinvest Partners B.v.,paul.de.klerk@alpinvest.com,312-054-07575,Manual List Upload
10486845,,William Steele,"Financial Advisor, Vice President","Ameriprise Financial Services, LLC",bill.steele@ampf.com,,List Import
10791583,Inactive Investor,David Littleton,Financial Advisor,LPL Financial LLC Olympia WA 3900 Cleveland Ave SE,david.littleton@lpl.com,,Salesforce
10696189,,Steven Acosta,,Luma Financial Technologies,sacosta@lumafintech.com,,List Import
10857483,Inactive Investor,Cara Weathers,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC Arlington VA 1812 N Moore St,cweathers@rockco.com,,Salesforce
6310861,,BOFIAKN GIJAREA,,,gijirew768@fandua.com,,Web Form Fillout
10787098,Inactive Investor,Sarah Gonzales,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sarah.smith@schwab.com,,Salesforce
217954,,Carly Letzt,,[Unknown],drcarlyletzt@gmail.com,,source
11088203,Inactive Investor,Kimberly Pena,,LPL Financial LLC Lubbock TX 6402 98th St,kimberly.pena@lpl.com,,Salesforce
9556904,,Daniel Slutzkin,,,daniel.slutzkin@gmail.com,,List import
10983986,Inactive Investor,Christine Teske,,"Charles Schwab & Co., Inc.",christine.teske@schwab.com,,Salesforce
11103017,Inactive Investor,Benjamin Payne,Financial Advisor,Edward Jones Cleveland TN 1053 Peerless Xing NW,ben.payne@edwardjones.com,,Salesforce
11236310,Inactive Investor,Eric Shulenberger,Director;Shareholder,Pathstone Newtown Square PA 6022 W Chester Pike,eshulenberger@pathstone.com,,Salesforce
10820628,Inactive Investor,Hilary Bevers,Associate;Support Advisor,Thrivent Investment Management Inc. Muskego WI W188S7820 Racine Ave,hilary.bevers@thrivent.com,,Salesforce
335309,,Jim Marra,Director Of Business Development,Blue Point Capital Partners Llc,jmarra@bluepointcapital.com,216-535-4700,Manual List Upload
11109313,Inactive Investor,Martin Cappelle,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",martin.cappelle@nm.com,,Salesforce
9598899,,Maria Fuentes,,,maria.fuentes@hansonmcclain.com,,List import
10809256,Inactive Investor,Adriana Greene,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",adriana.greene@ml.com,,Salesforce
10916159,Inactive Investor,Gregory Gray,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,gregory.gray@primerica.com,,Salesforce
10920218,Inactive Investor,Adrian Becker,Co-Founder;Member;Vice President,Savvi Financial LLC,abecker@savvifi.com,,Salesforce
11170941,Inactive Investor,Christopher Nunley,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",nunleyc@stifel.com,,Salesforce
10770076,Inactive Investor,Rodney Beasley,Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,rodney.beasley@jpmorgan.com,,Salesforce
9592090,,Necip Kahraman,,,necip.kahramnn@gmail.com,,List import
10821864,Inactive Investor,Edward Swikart,Director - Financial Planning,CFS Investment Advisory Services LLC,ed@cfsias.com,,Salesforce
11284501,,Amir Abelkhanov,,,amibars4@gmail.com,,Web Form Fillout
10779086,Inactive Investor,Carla Brown,,"Wells Fargo Clearing Services, LLC",carla.brown@wellsfargoadvisors.com,,Salesforce
11118218,Inactive Investor,Christopher Rasmussen,Financial Advisor;Financial Advisor - Consulting Group;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Seattle WA 401 Union St",,,Salesforce
10970378,Inactive Investor,Shirley Griffin,Financial Advisor,LPL Financial LLC Evergreen Park IL 9730 S Western Ave,shirley.griffin@lpl.com,,Salesforce
9640295,,Eli Cohen,,,eli@gentrustwm.com,,List import
102064,,Margaret Starner,,raymond james,margaret.starner@raymondjames.com,,
351736,,Gary Dempsey,Financial Planning Coordinator,"Leslie Global Wealth, Llc",gary@leslieglobalwealth.com,312-946-1000,Manual List Upload
11233132,Inactive Investor,Logan Beck,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11165184,Inactive Investor,Anthony Massaro,,LPL Financial LLC Marlton NJ 57 S Maple Ave,anthony.massaro@lpl.com,,Salesforce
10864102,Inactive Investor,Patrick Dugan,,"HighTower Securities, LLC New Orleans LA 700 Camp St",pdugan@hightoweradvisors.com,,Salesforce
165240,,Clark Ryland,,[Unknown],healthmalback@gmail.com,,
9627086,,Cleon Arrington,,,offdutypro@gmail.com,,List import
10936355,Inactive Investor,Steve Almeida,,"Farmers Financial Solutions, LLC Manhattan Beach CA 500 S Sepulveda Blvd",,,Salesforce
10961284,Inactive Investor,Tobechukwu Nnake,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,tobechukwu.nnake@jpmorgan.com,,Salesforce
11027614,Inactive Investor,Stephen Ellsworth,Senior Vice President,Robert W. Baird & Co. Incorporated Houston TX 4400 Post Oak Pkwy,sellsworth@rwbaird.com,,Salesforce
11200458,Inactive Investor,Thomas Herzfeld,Chairman;Founder,"Thomas J. Herzfeld Advisors, Inc.",therzfeld@herzfeld.com,,Salesforce
10787092,Inactive Investor,Brandon Smith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.smith@fidelity.com,,Salesforce
11255067,Inactive Investor,Austin Carroll,Financial Advisor,Prime Capital Financial Reno NV 9628 Prototype Ct,,,Salesforce
11001942,Inactive Investor,Nicholas Robinson,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",nicholas.robinson@equitable.com,,Salesforce
10971718,Inactive Investor,Sapan Shah,,Rothschild & Co US Inc.,,,Salesforce
9573891,,Ryan Kishore,,,ryan.kishore@point72.com,,List import
10845252,Inactive Investor,Richard Fulton,,"International Assets Advisory, LLC Jupiter FL 1061 E Indiantown Rd",rfulton@iaac.com,,Salesforce
11185610,Inactive Investor,Benita Maranan,,PFS Investments Inc. Covina CA 320 W Badillo St,benita.maranan@primerica.com,,Salesforce
9541112,,William Snyder,,,wlsholdings@outlook.com,,List import
9645978,,Adam Back,,,adambacks101@gmail.com,,List import
10872671,Inactive Investor,Johnathan Taylor,Financial Advisor,Edward Jones Temple TX 100 Kasberg Dr,john.h.taylor@edwardjones.com,,Salesforce
11184104,Inactive Investor,Thomas Bowes,,UBS Financial Services Inc. New York NY 299 Park Ave,thomas.bowesjr@ubs.com,,Salesforce
11153414,Inactive Investor,Gayle Parrish,,"Woodmen Financial Services, Inc.",gvparrish@woodmen.org,,Salesforce
9642880,,dan sawdab,,,dajdud@gmail.com,,List import
10920667,Inactive Investor,Carla Schoolfield,,"Ameriprise Financial Services, LLC Tampa FL 4600 W Kennedy Blvd",carla.schoolfield@ampf.com,,Salesforce
10603733,,William Smith,"Chief Executive Officer, Co-Founder, Member",Renaissance Capital LLC,smith@renaissancecapital.com,,List Import
9644383,,Matt Meline,,,matt@prairiefirewealth.com,,List import
11047670,Inactive Investor,Jack Yarosh,Financial Advisor,"Verde Capital Management, Inc.",jackyarosh@verdecm.com,,Salesforce
10822101,Inactive Investor,Baylee Eisenman,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",baylee.eisenman@ml.com,,Salesforce
9571698,,Don Wyper,,,dwyper@gmail.com,,List import
10919109,Inactive Investor,Cassi Patterson,Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 115 W Washington St",cpatterson@wfafinet.com,,Salesforce
10804202,Inactive Investor,Michael Fuehrmeyer,Associate,Thrivent Investment Management Inc. Yorkville IL 1089 Stillwater Ct,mike.fuehrmeyer@thrivent.com,,Salesforce
10916966,Inactive Investor,Martin Bodner,Investment Advisor Representative,Integrated Wealth Concepts LLC Lincoln RI Private Residence,,,Salesforce
181034,,Patricia Cauley,,[Unknown],patricia_cauley@hotmail.com,,
11121910,Inactive Investor,Cheryl Baker,Financial Consultant,LPL Financial LLC Saint Petersburg FL 2553 1st Ave N,cheryl.baker@lpl.com,,Salesforce
332850,,Rohan Nayak,,"FundX,",rnayak@fundx.com,,
11055676,Inactive Investor,Louis Olerio,,Park Avenue Securities LLC Middleton MA 35 Village Rd,louis_olerio@glic.com,,Salesforce
9570174,,Ben Seelaus Seelaus,,,bseelaus@rseelaus.com,,List import
11020628,Inactive Investor,Jamie Arzu,,J.P. Morgan Securities LLC Charlotte NC 2023 Beatties Ford Rd,,,Salesforce
11024084,Inactive Investor,Sayed Mortazavi,,"DFPG Investments, LLC",,,Salesforce
11153750,Inactive Investor,Andrew Patten,,Morgan Stanley Athens GA 225 S Milledge Ave,,,Salesforce
11179247,Inactive Investor,Patrick McCarthy,Financial Advisor;Senior Vice President,Morgan Stanley Tampa FL 100 N Tampa St,patrick.mccarthy@morganstanley.com,,Salesforce
10775903,Inactive Investor,Wendy Schrunk,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,wendy.schrunk@gs.com,,Salesforce
9543587,,Dana Kleiman,,,dfkleiman@gmail.com,,List import
9592083,,Upup down,,,uudquarks3@protonmail.com,,List import
9599044,,Deybi Murcia,,,deybimurcia1@gmail.com,,List import
11069225,Inactive Investor,Peter McNeil,,"Concorde Investment Services, LLC",pmcneil@concordeis.com,,Salesforce
10888364,Inactive Investor,Robert Farris,,"Cambridge Investment Research, Inc. Southfield MI 26026 Telegraph Rd",,,Salesforce
10893811,Inactive Investor,Patrick Condy,,Evercore Group L.L.C.,patrick.condy@evercore.com,,Salesforce
11254377,Inactive Investor,Mark McDowall,,"Allstate Financial Services, LLC Phoenix AZ 2550 W Union Hills Dr",markmcdowall@allstate.com,,Salesforce
373161,,raj ismail,,[Unknown],aurash91@live.com,,source
9565860,,ZHAOWEI YU,,,yuzhaowei@vip.qq.com,,List import
10878381,Inactive Investor,Christopher Westphal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",christopher.c.westphal@ml.com,,Salesforce
11007154,Inactive Investor,Eric Atwell,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,eric.atwell.wg2m@statefarm.com,,Salesforce
10948156,Inactive Investor,Michael Langle,,"TradeStation Securities, Inc.",mlangle@tradestation.com,,Salesforce
11154014,Inactive Investor,Christopher Marlow,Financial Advisor,Edward Jones Yankton SD 1818 Broadway Ave,christopher.marlow@edwardjones.com,,Salesforce
11075479,Inactive Investor,Patricia Stephenson-Baker,Owner,Certified Wealth Management & Investment LLC Princeton NJ 116 Village Blvd,pstephenson-baker@cwmi.us,,Salesforce
11148002,Inactive Investor,Amy Ryba,Financial Advisor,Edward Jones Spring TX 4701 Fm 2920 Rd,amy.ryba@edwardjones.com,,Salesforce
9632985,,William Harley,,,wdharley@ymail.com,,List import
2144058,,OHBOEM KWON,,,zantulman@gmail.com,,
10761601,Inactive Investor,Jonathan Defreytas,Executive Director;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,jonathan.defreytas@morganstanley.com,,Salesforce
10765129,Inactive Investor,Marilyn Woodman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",marilyn_woodman@ml.com,,Salesforce
124676,,Mary Winch-korff,Wealth Advisor,"Stratos Wealth Partners, Ltd",mkorff@stratoswp.com,,
9540388,,Kosta Trading,,Nexo,trading@nexo.io,,Organic Search
9586152,,Susan Boccardi,,,sboccardi@ingclarion.com,,List import
10489850,,Paul Leeman,Retirement Planner,Retirement Planners of America,paul.leeman@moneymatters.net,832-791-2300,List Import
10878200,Inactive Investor,Maryam Nanjee,,Goldman Sachs & Co.,,,Salesforce
9542606,,Jon Crisp,,,joncrisp2@gmail.com,,List import
10803756,Inactive Investor,Stephen Taft,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,stephen.taft@morganstanley.com,,Salesforce
11065719,Inactive Investor,William Nelson,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10786518,Inactive Investor,Katherine Rogers,,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10974296,Inactive Investor,Carrie Silva,Global Financial Crimes Compliance Manager;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",,,Salesforce
11124017,Inactive Investor,Thomas Price,,NYLIFE Securities LLC Rochelle IL Private Residence,tjprice@ft.newyorklife.com,,Salesforce
11206197,Inactive Investor,Ruth Arriaza,,"Vanderbilt Securities, LLC Metuchen NJ 160 Durham Ave",,,Salesforce
215559,,Yogaraj Tharmanayagam,,[Unknown],solvine@hotmail.com,,Other
9559630,,Andrew Hosse,,,andy@kovacksecurities.com,,List import
11080437,Inactive Investor,Pierce Kaufman,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11051054,Inactive Investor,Staci Warner,,"Truist Investment Services, Inc. Statesville NC 500 E Broad St",,,Salesforce
11193014,Inactive Investor,Alicia Malcolm,Financial Advisor;Senior Retirement Plan Consultant;Senior Vice President - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,alicia.malcolm@ubs.com,,Salesforce
349242,,Jacob Steingrubey,Financial Planner,Krilogy,jsteingrubey@krilogy.com,314-884-2800,Manual List Upload
11060177,Inactive Investor,Hugh Wong,,J.P. Morgan Securities LLC Los Gatos CA 400 N Santa Cruz Ave,hugh.wong@chase.com,,Salesforce
11157955,Inactive Investor,Trevor Hart,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",trevor_a_hart@ml.com,,Salesforce
221152,,Aleksandar Tenev,,[Unknown],aleksander.tenev@gmail.com,,Other
11157459,Inactive Investor,Kurt Schroder,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",kurt_a_schroder@ml.com,,Salesforce
372340,,Gabriel Daniel,,Nigeria,gabrieldanielizy77@gmail.com,,Salesforce
10858282,Inactive Investor,Eric Fischer,Financial Advisor,"Osaic Wealth, Inc. Garden City NY 390 Old Country Rd",efischer@royalaa.com,,Salesforce
11081497,Inactive Investor,Shaghayegh Tehranian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",,,Salesforce
9630098,,Erik Van Ommeren,,,erikvanommeren@hotmail.com,,List import
11031257,Inactive Investor,Jameson Donahue,Financial Consultant,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jameson.donahue@equitable.com,,Salesforce
11198123,Inactive Investor,Thomas Judge,,"American Capital Partners, LLC",tjudge@acpweb.com,,Salesforce
10757568,Inactive Investor,Marlene Fowler,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",marlene.fowler@raymondjames.com,,Salesforce
10846867,Inactive Investor,Kathy Landers,,State Farm VP Management Corp. Vancouver WA 6680 NE 159th Ave,,,Salesforce
9636947,,Michael Brunone,,,bruno@taglichbrothers.com,,List import
10885659,Inactive Investor,Kurtis McMahan,Financial Advisor,Morgan Stanley Grand Blanc MI 2430 E Hill Rd,kurtis.mcmahan@edwardjones.com,,Salesforce
10646665,,Gwen Tyler,,,gwen.tyler@wellsfargoadvisors.com,,List Import
10954831,Inactive Investor,Lei Shen,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",lei.shen@tiaa.org,,Salesforce
232835,, -,,[Unknown],varmac@gmail.com,,
10657744,,Patrick Kerrigan,,,patrick.kerrigan@morganstanley.com,,List Import
10946754,Inactive Investor,Stephanie Wanamaker,,"MML Investors Services, LLC Boston MA 280 Congress St",swanamaker@massmutual.com,,Salesforce
10806782,Inactive Investor,Bradley Hallstein,Financial Advisor,Edward Jones Bloomington IL 507 N Hershey Rd,brad.hallstein@edwardjones.com,,Salesforce
11052230,Inactive Investor,Dusty Roche,,"Osaic FA, Inc. Tremonton UT 718 E Main St",dusty.roche@lfg.com,,Salesforce
1001596,Inactive Investor,Richard Zimmerman,Senior Advisor,WE Family Offices,richard.zimmerman@wefamilyoffices.com, +1 305 825 2225,3rd Party Lead Gen
11162086,Inactive Investor,Steven Schrader,Financial Advisor,LPL Financial LLC Livonia MI 37687 Pembroke Ave,steven.schrader@lpl.com,,Salesforce
11204734,Inactive Investor,David Stott,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,david.stott@ubs.com,,Salesforce
10959804,Inactive Investor,Benjamin Lutes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9609168,,Lydia Smythe,,,stcharles000@gmail.com,,List import
10784066,Inactive Investor,Thomas McRae,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",thomas.mcrae@wellsfargo.com,,Salesforce
11123321,Inactive Investor,Jonathan Barrett,Managing Director;Retirement Planning Specialist;Vice President,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",jonathan.barrett@equitable.com,,Salesforce
11237106,Inactive Investor,Tyler Kendzior,Financial Advisor,McAdam LLC,tylerk@mcadamfa.com,,Salesforce
9552452,,James Johnson,,,fred@paradigm.xyz,,List import
11182542,Inactive Investor,Robert Gipp,Branch Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",bob.gipp@rbc.com,,Salesforce
11157727,Inactive Investor,Henry Nyamokeri,,"Prudential Annuities Distributors, Inc",henry.nyamokeri@prudential.com,,Salesforce
11092456,Inactive Investor,Joseph Carabio,,"MML Investors Services, LLC Auburn Hills MI 3069 University Dr",jcarabio@financialguide.com,,Salesforce
341940,,Jason Zibarras,Non-member Manager,Argo Infrastructure Partners Lp,jason.zibarras@argoip.com,212-521-5096,Manual List Upload
9591578,,Jeff Nedwick,,,jnedwick@gmail.com,,List import
10614267,,James Wein,Financial Advisor,,james.wein@wellsfargoadvisors.com,,List Import
11165018,Inactive Investor,Patricia Lee,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11058384,Inactive Investor,Robert Jagiello,,Jefferies LLC,rjagiello@jefferies.com,,Salesforce
80483,,Willie Woods,,private,laidbackokie@gmail.com,(843) 602-1645,Organic Search
10846697,Inactive Investor,Scott Wilson,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
10959701,Inactive Investor,Dylan Heisey,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,dylan.heisey@fmr.com,,Salesforce
10852859,Inactive Investor,Ryan Dieringer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11149090,Inactive Investor,Ty Martinelli,Senior Associate,LPL Financial LLC Springfield MA 1 Monarch Pl,ty.martinelli@lpl.com,,Salesforce
9604976,,David Tucker,,,dctuckerjr@gmail.com,,List import
10914553,Inactive Investor,Jennifer Robinson,Financial Advisor,Edward Jones Winchester VA 222 Kernstown Commons Blvd,jenn.robinson@edwardjones.com,,Salesforce
11088394,Inactive Investor,Traegon Marquez,,NYLIFE Securities LLC Lamar CO 122 N Main St,tmarquez01@ft.newyorklife.com,,Salesforce
11065464,Inactive Investor,Jason Murphy,,"CFD Investments, Inc. Cookeville TN 228 E Broad St",jason.murphy@cfdinvestments.com,,Salesforce
9612677,,David Sirovy,,,dsirovy@allstate.com,,List import
11189171,Inactive Investor,Debra Potter,,J.P. Morgan Securities LLC Sun City West AZ 13501 W Camino del Sol,,,Salesforce
10895611,Inactive Investor,Bradley Byers,Financial Advisor,Edward Jones El Paso TX 6767 Viscount Blvd,bradley.byers@edwardjones.com,,Salesforce
49184,,Nancy Coutu,"Chief Compliance Officer, President, Principal",Money Managers Advisory,nancy@monimgr.com,630-990-7174,
10973899,Inactive Investor,Cashton Craig,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Middleton WI 8333 Greenway Blvd",cashton.craig@schwab.com,,Salesforce
10997120,Inactive Investor,Kenneth Annunziato,,PFS Investments Inc. Briarcliff Manor NY 515 N State Rd,kannunziato@primerica.com,,Salesforce
10960466,Inactive Investor,Rafael Fuentes,,J.P. Morgan Securities LLC Vista CA 985 E Vista Way,rafael.fuentes@chase.com,,Salesforce
11103272,Inactive Investor,Jodi Pedersen,,"Northwestern Mutual Investment Services, LLC Santa Rosa Beach FL 2050 W C30a",jodi.l.pedersen@nm.com,,Salesforce
11010312,Inactive Investor,Ryan Donaldson,,"Cambridge Investment Research, Inc. Buffalo NY 5550 Main St",,,Salesforce
9582324,,Michele Cleary,,,mcleary@spearsabacus.com,,List import
9466570,,Jason Kaplan,,Jason Kaplan,jasonk@thinkkaplan.com,,List Import
10826631,Inactive Investor,Jonathan Bobolia,,"Osaic Wealth, Inc. San Diego CA 4305 Gesner St",,,Salesforce
349090,,Graham Schena,"Member Of Mpe Mgt. Co, Llc",Mpe Partners,gschena@mpepartners.com,216-416-7500,Manual List Upload
9611669,,choi jongmin,,,morningut@gmail.com,,List import
11154710,Inactive Investor,Sean Sweeney,Wealth Advisor,Citigroup Global Markets Inc. New York NY 1512 1st Ave,sean.sweeney@citi.com,,Salesforce
9612135,,Brent Reeder,,,brent.reeder@ntrs.com,,List import
10856774,Inactive Investor,Matthew Larsen,,PFS Investments Inc. Puyallup WA 929 E Main,mlarsen@primerica.com,,Salesforce
11184595,Inactive Investor,Simone Sowell-Odom,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Stockbridge GA 5490 N Henry Blvd",yvonne.odom@wellsfargo.com,,Salesforce
10987641,Inactive Investor,Michel Allen,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,michel.allen@fmr.com,,Salesforce
10806819,Inactive Investor,Bryan Marker,,United Planners' Financial Services of America A Limited Partner Minneapolis MN 9121 Baltimore St NE,,,Salesforce
10907241,Inactive Investor,Grant Archer,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10616845,,Paul Armstrong,,,paul.armstrong@edwardjones.com,,List Import
10877621,Inactive Investor,Brian Piel,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",brian.piel@ml.com,,Salesforce
11206679,Inactive Investor,Sarah Brown,Financial Advisor,Edward Jones La Porte IN 307 W Johnson Rd,sarah.brown@edwardjones.com,,Salesforce
10958487,Inactive Investor,David McBride,Associate Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",david.o.mcbride@ml.com,,Salesforce
10994221,Inactive Investor,Aaron Marlow,Financial Advisor,"Equitable Advisors, LLC Yakima WA Private Residence",aaron.marlow@equitable.com,,Salesforce
6280423,,Songkom Mnay,,,civov93075@ibansko.com,,Web Form Fillout
9578401,,Ed Loseman,,,eloseman@aol.com,,List import
10850382,Inactive Investor,Boris Peter Wolff Metternich,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",boris.wolffmetternich@wellsfargo.com,,Salesforce
11172527,Inactive Investor,Nathan Reeve,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments,,,Salesforce
10996385,Inactive Investor,Livjo Kadiu,,J.P. Morgan Securities LLC Somerville MA 702 Grand Union Blvd,livjo.kadiu@jpmorgan.com,,Salesforce
9645017,,Dennis Hollarn II,,,dh151@icloud.com,,List import
10756933,Inactive Investor,Charles Evans,Financial Advisor,"Ameriprise Financial Services, LLC Monterey CA 1 Lower Ragsdale Dr",chuck.evans@ampf.com,,Salesforce
9846452,,[Unknown],,,derreckn@gmail.com,,Web form fillout
11009959,Inactive Investor,Earl Stalker,,"Osaic FA, Inc. Newtown PA 301 S State St",earl.stalker@lfg.com,,Salesforce
9614720,,Eamon Walsh,,,eamonkwalsh@gmail.com,,List import
11187843,Inactive Investor,Jesse Mann,Financial Advisor,Edward Jones Columbia Falls MT 830 3rd Ave W,jesse.mann@edwardjones.com,,Salesforce
11053940,Inactive Investor,Christian Dane,Director,Thrivent Investment Management Inc. Johnstown CO 4848 Thompson Pkwy,christian.dane@thrivent.com,,Salesforce
11116081,Inactive Investor,Kristine Kiefer-Vik,,State Farm VP Management Corp. Excelsior MN 378 Oak St,,,Salesforce
335277,,Thomas Mccabe,Member,"Alliance Wealth Management Group, Llc",tmccabe@alliancewmg.com,908-751-7090,Manual List Upload
11156027,Inactive Investor,Luke Seepaul,Client Relationship Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9585891,,Michael Fulks,,,cryptoking88@icloud.com,,List import
9594807,,Colleen Venter,,,cventer@gsbwealth.com,,List import
10931932,Inactive Investor,Logan Molina,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",logan.molina@nm.com,,Salesforce
10893929,Inactive Investor,Richard Blythe,,Cetera Advisor Networks LLC Tucson AZ 5215 N Sabino Canyon Rd,,,Salesforce
11166537,Inactive Investor,Randeep Dhanoa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 244 S Main St",randeep.dhanoa@ml.com,,Salesforce
10975562,Inactive Investor,Kenny Questell Munoz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11005422,Inactive Investor,Marcus Arakelian,,"Raymond James Financial Services, Inc.",marcus.arakelian@raymondjames.com,,Salesforce
11235521,Inactive Investor,Michelle Boisvert,,Midland Wealth Management Rockford IL 6838 E State St,,,Salesforce
11099220,Inactive Investor,Cristina Aredjian,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,cristina.aredjian@jpmorgan.com,,Salesforce
11011105,Inactive Investor,Adam Nordaker,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11021068,Inactive Investor,Jianzhong Sun,,Citigroup Global Markets Inc.,,,Salesforce
11052056,Inactive Investor,Kari Hayden,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
219713,,ANTONY RETCHAGANATHAN,,Canada,aretchagan@gmail.com,,source
9590388,,Diogo Campos,,,diogo.campos@gmail.com,,List import
11017573,Inactive Investor,Silviya Stoimenova,Client Associate,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",silviya.stoimenova@rbc.com,,Salesforce
11077299,Inactive Investor,Russell Dow,,Bolton Global Capital Bradenton FL 8205 Natures Way,rdow@deltaequity.com,,Salesforce
11139646,Inactive Investor,Joseph Rettig,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Clearwater FL 2605 Enterprise Rd E",kyle.rettig@ampf.com,,Salesforce
142624,,Emily Medlen,Operations Manager,"Hightower Advisors, Llc",emedlen@hightoweradvisors.com,256-213-1150,
11204192,Inactive Investor,Kaitlin Fratea,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",kaitlin.wallace@nm.com,,Salesforce
10821667,Inactive Investor,Aoibheann Greene,Financial Advisor,"Ameriprise Financial Services, LLC Appleton WI 39 Park Pl",aoibheann.p.hinnendael@ampf.com,,Salesforce
11115485,Inactive Investor,Brian Parker,,LPL Financial LLC Saint Louis MO Private Residence,brian.parker@lpl.com,,Salesforce
9620042,,Aldo Antinori,,,aldo@zensystem.io,,List import
10924557,Inactive Investor,Kristen Gordon,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Peoria Heights IL 1310 E Samuel Ave",kristen.kinsey@wellsfargoadvisors.com,,Salesforce
5139932,,feng KONGONG,,,xixefo2032@lance7.com,,Web Form Fillout
10605145,,Lawrence Calderon,,,solarqwest@yahoo.com,,Web Form Fillout
10657940,,Donna Enright,,,donna_enright@ml.com,,List Import
11081597,Inactive Investor,Jeffrey Luce,Financial Advisor,Edward Jones Broomfield CO 3800 W 144th Ave,jeffrey.luce@edwardjones.com,,Salesforce
10808403,Inactive Investor,Andrew Laney,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10789908,Inactive Investor,David Brooks,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",dhbrooks@firstcommand.com,,Salesforce
10942494,Inactive Investor,Debra Caffrey,Financial Advisor,LPL Financial LLC Hutchinson KS 1632 E 23rd Ave,debra.caffrey@lpl.com,,Salesforce
10760267,Inactive Investor,Courtney Johnston,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",courtney_johnston@ml.com,,Salesforce
11193271,Inactive Investor,Denise Whyte,,PFS Investments Inc. Dresher PA 715 Twining Rd,denise.whyte@primerica.com,,Salesforce
10863622,Inactive Investor,Michael Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11137317,Inactive Investor,Patrick Gibbons,Wealth Management Advisor,LPL Financial LLC Marriottsville MD 2205 Warwick Way,pat.gibbons@lpl.com,,Salesforce
9593851,,Bonnie Bailey,,,bbailey@carsoninstitutional.com,,List import
11111074,Inactive Investor,Zack Napier,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5855 Sandy Springs Cir Ne",zack.napier@ampf.com,,Salesforce
11045782,Inactive Investor,John Lyttle,Chief Compliance Officer;Chief Executive Officer;President,"The Lyttle Company, LLC",john@thelyttlecompany.com,,Salesforce
10789287,Inactive Investor,Russell Chong,,Citigroup Global Markets Inc.,russell.g.chong@citi.com,,Salesforce
10645598,,Jere Wickert,,,jwickert@moneyblock.com,,List Import
11119860,Inactive Investor,Jody Newman,,Clarity Investments + Planning LLC Tiburon CA Private Residence,jnewman@clarityinv.com,,Salesforce
10766114,Inactive Investor,Sean Cook,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",,,Salesforce
10959535,Inactive Investor,Ariel Remley,,Citigroup Global Markets Inc. Dallas TX 2001 Ross Ave,,,Salesforce
11017553,Inactive Investor,Mariel Lansang,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,mlansang@primerica.com,,Salesforce
11180307,Inactive Investor,William Belleville,Chairman;Chief Executive Officer;Co-Founder,Sagewood Asset Management LP New York NY 3 Bryant Park,,,Salesforce
9567829,,Christopher Lamb,,,lamb@omico.net,,List import
10992303,Inactive Investor,Kyle Sulecki,,J.P. Morgan Securities LLC Dover DE 837 N Dupont Hwy,kyle.sulecki@jpmorgan.com,,Salesforce
11230392,Inactive Investor,Logan Simmons,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9617534,,Jacob Thornton,,,j_thornton39@yahoo.com,,List import
11238292,Inactive Investor,Danielle Shaheen,,Whitney & Company,dshaheen@whitneycompany.net,,Salesforce
10874876,Inactive Investor,Garrett Gruendyke,Financial Advisor,Edward Jones Santa Barbara CA 1905 Cliff Dr,garrett.gruendyke@edwardjones.com,,Salesforce
237892,, -,,[[Unknown]],halbertsterling@gmail.com,,Organic Search
11123044,Inactive Investor,Zeenath Selvakumar,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC Houston TX 5177 Richmond Ave,zeenath.selvakumar@chase.com,,Salesforce
10771707,Inactive Investor,Donald Stewart,Associate Vice President;Financial Advisor,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,donald.e.stewart@morganstanley.com,,Salesforce
9582016,,Richard Alley,,,ralley@strwealth.com,,List import
11069566,Inactive Investor,Colin Maccosbe,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",,,Salesforce
10972528,Inactive Investor,Taylor Meador,,Edward Jones,,,Salesforce
11058788,Inactive Investor,Judith Casasampere,,Interactive Brokers Corp. West Palm Beach FL 777 S Flagler Dr,jcasasampere@interactivebrokers.com,,Salesforce
11287700,,Selby S’bahle Sabelo,,,sbahlesabelo@gmail.com,,Web Form Fillout
11228830,Inactive Investor,Elise Stinnett,,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,,,Salesforce
10841800,Inactive Investor,Matthew Adams,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Philadelphia PA 2327 Frankford Ave",matthew.adams@wfafinet.com,,Salesforce
9611467,,Robert Bush,,,antje.klever@dws.com,,List import
370951,,Eric Adams,,United States,e_fabulous2@yahoo.com,,Salesforce
9608710,,Porko McHamson,,,oinko@protonmail.com,,List import
9641751,,Volodymyr Baziuk,,,volodymyrbaziuk@gmail.com,,List import
9543857,,Donald Bessler,,,bessler@windwardcapital.com,,List import
11040552,Inactive Investor,Steven Nichols,Senior Representative,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,snichols@primerica.com,,Salesforce
10972857,Inactive Investor,Joshua Robbins,Associate Wealth Advisor,Halbert Hargrove Scottsdale AZ 14850 N Scottsdale Rd,jrobbins@halberthargrove.com,,Salesforce
9546877,,Christopher Montagna,,,christopher.montagna@uboc.com,,List import
239225,,Cheewarin SATIENJITJARAS,,[Unknown],cheewarich@gmail.com,,
10981456,Inactive Investor,Taylor Kunkle,,"Equitable Advisors, LLC Erie PA 100 State St",taylor.kunkle@equitable.com,,Salesforce
11066075,Inactive Investor,Brian Keating,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",brian.keating@rbc.com,,Salesforce
10877279,Inactive Investor,Carlos Gonzalez Decandamo Torres,,J.P. Morgan Securities LLC Houston TX 600 Travis St,carlos.gonzalez-decandamo-torres@jpmorgan.com,,Salesforce
9619184,,Akanshu Jain,,,akanshujain@gmail.com,,List import
11087475,Inactive Investor,Roger Davis,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,,,Salesforce
57693,,Kenneth Evason,Chief Executive Officer And Chief Investment Officer,"Windermere Wealth Advisors, Llc",kevason@windermerewealth.com,414-759-7824,Manual List Upload
10941681,Inactive Investor,Morton Kolman,,"Equitable Advisors, LLC Philadelphia PA 9309 Krewstown Rd",morton.kolman@equitable.com,,Salesforce
10815646,Inactive Investor,Jeffrey Crouch,Financial Advisor,Edward Jones Santa Rosa CA 1801 4th St,jeff.crouch@edwardjones.com,,Salesforce
10877760,Inactive Investor,Kyle Drobnis,,"Northwestern Mutual Investment Services, LLC Paramus NJ 80 W Century Rd",kyle.drobnis@nm.com,,Salesforce
341036,,Peter Haran,"Head, Alternative Investments",Irish Life Investment Managers Limited,peter.haran@ilim.com,003-531-7041200,Manual List Upload
9543031,,Daniela Novoa,,,dnmackenna@yahoo.com,,List import
11045724,Inactive Investor,Jeffrey Wells,Financial Representative;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Claremont CA 414 Yale Ave",jeff.wells@nm.com,,Salesforce
210582,,Scott Schoenberg,,Morgan Stanley,scott.schoenberg@morganstanley.com,,
10862445,Inactive Investor,James Parker,,Sigma Financial Corporation Mecosta MI 9030 11 Mile Rd,jparker@sigmafinancial.com,,Salesforce
373503,,Melvyn Ten,,[Unknown],melvyn.ten@gmail.com,,source
10952691,Inactive Investor,Joshua Carrillo,Financial Representative;Senior Specialist,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",joshua.carrillo@schwab.com,,Salesforce
10842650,Inactive Investor,Ashley Giles,,USCA Securities LLC Austin TX 300 W 6th St,agiles@uscallc.com,,Salesforce
9642390,,Erwin Budiono,,,kyorieelorabudiono@gmail.com,,List import
11043220,Inactive Investor,Kathryn Carter,Principal,LPL Financial LLC Augusta ME Private Residence,,,Salesforce
11179251,Inactive Investor,Jane Shipe,Financial Advisor;Portfolio Management Director;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Lancaster PA 300 Granite Run Dr,jane.shipe@morganstanley.com,,Salesforce
9574620,,Meredith Rose,,,mer3dith@gmail.com,,List import
11198892,Inactive Investor,Alan Torrey,Risk Supervisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",alan.x.torrey@ampf.com,,Salesforce
11179045,Inactive Investor,Alan Choi,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",alan.choi@tfaconnect.com,,Salesforce
9645941,,Suraya Zainudin,,,sense_less143@yahoo.com,,List import
11063164,Inactive Investor,John Siegel,Investment Advisor,"Beacon Capital, LLC",,,Salesforce
9601621,,Yi En Ang,,,angyien@gmail.com,,List import
370414,,Mark La Rocque,,[Unknown],mark@accidentlaws.com,9167190167,Economist
11212640,Inactive Investor,Travis Skiles,,NYLIFE Securities LLC Lincoln NE 1221 N St,tkskiles@ft.newyorklife.com,,Salesforce
11017999,Inactive Investor,Kevin Giammalva,,"Osaic Wealth, Inc. Fort Atkinson WI 904 Madison Ave",,,Salesforce
11155096,Inactive Investor,William Lefkowitz,,B. Riley Wealth Management Livingston NJ 615 W Mount Pleasant Ave,,,Salesforce
10814244,Inactive Investor,James Proctor,Branch Director;Financial Advisor;Managing Director,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",james.proctor@rbc.com,,Salesforce
11028530,Inactive Investor,Aaron Giannou,Financial Advisor,LPL Financial LLC York NE 529 N Lincoln Ave,aaron.giannou@lpl.com,,Salesforce
10848355,Inactive Investor,Andrew Fitzpatrick,Financial Advisor,"Wells Fargo Clearing Services, LLC Kenosha WI 600 52nd St",andrew.fitzpatrick@wellsfargoadvisors.com,,Salesforce
11052745,Inactive Investor,Stephen Leaming,Chief Compliance Officer;Managing Director;Owner,"SBL Investment Advisors, LLC",,,Salesforce
1102,,Ed Donahue,Controller,Milton Academy Endowment,ed_donahue@milton.edu, +1 617 898 2280,Database Upload
10992327,Inactive Investor,Grant Rosen,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,grant_rosen@vanguard.com,,Salesforce
11202579,Inactive Investor,Darin Roth,Chief Compliance Officer;Managing Member,"Stenger Family Office, LLC",bond.roth@stengerfamilyoffice.com,,Salesforce
11292879,,Josef Stauber,,,jstauber@hotmail.de, +41798681618,Web Form Fillout
11019882,Inactive Investor,Daniel Her,,J.P. Morgan Securities LLC Burnsville MN 700 County Road 42 W,daniel.her@jpmorgan.com,,Salesforce
11009112,Inactive Investor,Jeremy Harman,Vice President,PFS Investments Inc. Greeley CO 1023 39th Ave,jharman@primerica.com,,Salesforce
10800861,Inactive Investor,James Spore,,"LaSalle St Securities, L.L.C. Bloomington IN 410 S Woodscrest Dr",jspore@lasallest.com,,Salesforce
9633841,,Divyesh Juvariwala,,,divyesh.juvariwala@gmail.com,,List import
9629558,,Y R,,,throwawayrb9858@gmail.com,,List import
10555866,Inactive Investor,Anutham Adusumilli,,Anutham Adusumilli,anuthamn@gmail.com,2064998938,Salesforce
337387,,Jonathan Smith,Equity Trader,"Buckhead Capital Management, Llc",jsmith@buckheadcapital.com,404-720-8800,Manual List Upload
10847495,Inactive Investor,Kelsey Avants,Financial Advisor,Edward Jones Duncan OK 1110 N 10th St,kelsey.avants@edwardjones.com,,Salesforce
11132151,Inactive Investor,James Vaughan,Chief Executive Officer;Financial Advisor;Founding Principal;Vice President,"Vaughan and Company Securities, Inc.",,,Salesforce
11235967,Inactive Investor,Jose Jimenez,,OneAscent Financial Services LLC Laurel MD Private Residence,,,Salesforce
10775828,Inactive Investor,Larry Prazak,,"Wells Fargo Clearing Services, LLC Sarasota FL 4794 S Tamiami Trl",larry.prazak@wellsfargo.com,,Salesforce
11111203,Inactive Investor,Willie Hughes,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,whughes@primerica.com,,Salesforce
10930196,Inactive Investor,Dennis Mason,Chief Compliance Officer,Reflection Asset Management,dmason@reflectionam.com,,Salesforce
9580658,,Lucas Ford,,,lford@fscadvisor.com,,List import
10969238,Inactive Investor,Troy Sorel,Partner;Senior Financial Advisor,SlateStone Wealth LLC Fort Lauderdale FL 2200 N Commerce Pkwy,tsorel@slatestone.com,,Salesforce
10870861,Inactive Investor,Evan Pan,Chief Investment Officer;Director,"Tax Efficient Asset Management Solution, Inc.",,,Salesforce
9550170,,sean kelly,,,13skelly13@gmail.com,,List import
10876761,Inactive Investor,Christopher Long,,Fidelity Brokerage Services LLC,,,Salesforce
9542454,,enrique Salazar,,,enrique.lsm@gmail.com,,List import
11222807,,Michael Raidt,,,mraidt@merceradvisors.com,,List Import
10856876,Inactive Investor,John Heneghan,Chief Compliance Officer;Founder;Investment Advisor;President,"Servant Financial, Ltd.",john@servantfinancial.com,,Salesforce
77226,,Jonathan Duong,President And Chief Compliance Officer,"Wealth Engineers, Llc",jduong@wealthengineersllc.com,(303) 500-3245,Manual List Upload
10752558,Inactive Investor,John Lawson,,"M Holdings Securities, Inc. Austin TX 4718 Duval St",john.lawson@mfin.com,,Salesforce
9609807,,Corey Rosenthal,,,corey.rosenthal@cohnreznick.com,,List import
11303530,Inactive Investor,Michael Weinberger,,"Impact Partnership Wealth, LLC",mweinberger@impactpartner.com,800-380-5040,Salesforce
10808631,Inactive Investor,Sydney Clayton,Client Associate,"RBC Capital Markets, LLC Boulder CO 1801 13th St",,,Salesforce
10785580,Inactive Investor,Luz Escarraman-Munoz,,J.P. Morgan Securities LLC Houston TX 600 Travis St,luz.m.escarraman@jpmorgan.com,,Salesforce
9592104,,Marco Lai,,,mlai@gavekal.com,,List import
10983757,Inactive Investor,Kiran Prasad,,Stephens,kprasad@stephens.com,,Salesforce
9638410,,Leslie Baldwin,,,lbaldwin@ualocal7.org,,List import
11103758,Inactive Investor,Zachary Hitchcock,Client Specialist,Robert W. Baird & Co. Incorporated,zhitchcock@rwbaird.com,,Salesforce
11297659,,Jennifer Ajah,,,kelechi.jennifer@yahoo.con,,Web Form Fillout
6880,,Israel Weiss,,[[Unknown]],dovweiss+secondmarket@gmail.com,,Initial Salesforce Import
10778526,Inactive Investor,Hady Okby,Corporate Retirement Director;Senior Vice President;Wealth Advisor,Morgan Stanley Saratoga Springs NY 340 Broadway,h.michael.okby@morganstanley.com,,Salesforce
9581608,,Gary Beckham,,,gary.beckham@nikkoam.com,,List import
11026758,Inactive Investor,Alvin Hailstorks,Financial Advisor,LPL Financial LLC Rockville MD 20 Courthouse Sq,alvin.hailstorks@lpl.com,,Salesforce
11022528,Inactive Investor,Eugene Knox,,"Horace Mann Investors, Inc.",eugene.knox@horacemann.com,,Salesforce
231709,, -,,[[Unknown]],llockli1@twcny.rr.com,,
238294,,stevelissau@msn.com Llssau,,[Unknown],stevelissau@msn.com,,
11218680,,Donald McLauchlan,,,donald.mclauchlan@ubs.com,,Other
11093280,Inactive Investor,Nghiem Nguyen,,"Transamerica Financial Advisors, Inc Rockville MD 1901 Research Blvd",nghiem.nguyen@transamerica.com,,Salesforce
10982890,Inactive Investor,Rahzel Brown,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bronxville NY 151 Pkwy Rd",rahzel.brown@ml.com,,Salesforce
10830578,Inactive Investor,Kimberly Richards,,LPL Financial LLC San Diego CA 4707 Executive Dr,kimberly.richards@lpl.com,,Salesforce
10945820,Inactive Investor,Caroline Fogarty,Associate Financial Consultant,"Charles Schwab & Co., Inc. McKinney TX 2775 S Central Expy",,,Salesforce
10813567,Inactive Investor,Julie Kasberg,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Angelo TX 610 S Bryant Blvd,julie.glaspie@ubs.com,,Salesforce
238817,,leeamy.ny@gmail.com Lee,,[Unknown],leeamy.ny@gmail.com,,
11140150,Inactive Investor,Michael Warakomski,,Evercore Group L.L.C.,michael.warakomski@evercore.com,,Salesforce
9574087,,Roger Banville,,,rbanville@ft.newyorklife.com,,List import
31,,,,,charles3498@nate.com,,
9581576,,Ruth Fay,,,ruth.fay@usaa.com,,List import
10834169,Inactive Investor,Daniel Carlson,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",daniel.l.carlson@nm.com,,Salesforce
10883895,Inactive Investor,Rebecca Wachholz,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",becky.wachholz@nm.com,,Salesforce
11077397,Inactive Investor,Fallon Beacham,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",fallon.beacham@schwab.com,,Salesforce
10925284,Inactive Investor,Matthew Edwards,Financial Advisor,Edward Jones Owatonna MN 112 W Broadway St,matt.edward@edwardjones.com,,Salesforce
9632876,,Amy Lai,,,alai@pancurio.com,,List import
10866761,Inactive Investor,Karina Calderon,Private Client Advisor,J.P. Morgan Securities LLC Bronx NY 360 E 149th St,karina.a.calderon@jpmorgan.com,,Salesforce
9546681,,Ming Yew Yeong,,,yeongmingyew@hotmail.com,,List import
11005887,Inactive Investor,Zachary Racow,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10778950,Inactive Investor,Mary Forrester,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,mforrester@janney.com,,Salesforce
11063798,Inactive Investor,Blake Finlayson,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
9577558,,Ozwin Dominic Dsouza,,,ozwindsouza@gmail.com,,List import
10842123,Inactive Investor,Chris Murray,Advisor,Sierra Pacific Wealth Advisory Group Inc.,,,Salesforce
10862489,Inactive Investor,Peter Rizzotto,,"Farmers Financial Solutions, LLC Richmond TX 4130 FM 762 Rd",prizzotto@farmersagent.com,,Salesforce
11130632,Inactive Investor,Timothy Thurston,Financial Advisor;Investment Manager,"Ameriprise Financial Services, LLC Colorado Springs CO 1710 Jet Stream Dr",aaron.t.thurston@ampf.com,,Salesforce
11046026,Inactive Investor,Joseph Bench,,"Realta Equities, Inc.",jbench@realtawealth.com,,Salesforce
337791,,Jon Kennedy,"Managing Member, Principal","Waypoint Capital Advisors, Llc",jon@waypointcapitaladvisors.com,612-438-2470,Manual List Upload
11000132,Inactive Investor,Jacob Reyes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
1004487,Inactive Investor,Will Peets,,Will Peets,will@100acreventures.com,,3rd Party Lead Gen
10831262,Inactive Investor,Cheryl Munoz,Chief Compliance Officer;President,Zephyr Wealth Management,cmunoz@zephyrim.com,,Salesforce
11172768,Inactive Investor,Robert Castillo-Espinal,,Vanguard Marketing Corporation,robert_castillo-espinal@vanguard.com,,Salesforce
10920425,Inactive Investor,Evan Aucoin,Financial Advisor,Edward Jones New Orleans LA 1847 Dock St,evan.aucoin@edwardjones.com,,Salesforce
10967493,Inactive Investor,Asifiqbal Karimkhan,,Goldman Sachs & Co.,,,Salesforce
11069524,Inactive Investor,Giovanni Diomede,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",giovanni.diomede@ml.com,,Salesforce
11082185,Inactive Investor,Larissa Millet,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,lmillet@primerica.com,,Salesforce
11051848,Inactive Investor,Douglas Lynch,Chief Compliance Officer;Managing Member;President,Lynch Financial Group,dlynch@lynchfinancialgroup.com,,Salesforce
10962221,Inactive Investor,Amanda Harrelson,,"Osaic Wealth, Inc. Auburn AL 1859 Ogletree Rd",,,Salesforce
10900903,Inactive Investor,William Johnson,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,wjohnson@rwbaird.com,,Salesforce
10865184,Inactive Investor,Steve Hampton,,"Grove Point Investments, LLC Upton WY 721 2nd St",shampton@hbeckinc.com,,Salesforce
11032144,Inactive Investor,Jessie Morgan,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,jessiemorgan@primerica.com,,Salesforce
225622,, -,,[[Unknown]],hello@joejewson.com,,Initial Salesforce Import
10818113,Inactive Investor,Ramona Dalton,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",ramona.dalton@valic.com,,Salesforce
10757498,Inactive Investor,Andrew Hudick,Founder;Managing Member,"Fee-Only Financial Planning, L.C. Roanoke VA Private Residence",andy@feeonlyroanoke.com,,Salesforce
1004844,Inactive Investor,Timothy Bork,,Timothy Bork,timothyborkdc@gmail.com,,source
11085183,Inactive Investor,Julianne Hertel,,NYLIFE Securities LLC Worcester MA 12 E Worcester St,jhertel@ft.newyorklife.com,,Salesforce
9561394,,Jorge Luzuriaga,,,jaluzuriaga@gmail.com,,List import
10930957,Inactive Investor,Eric Niswonger,Financial Professional,"Voya Financial Advisors, Inc. Rocheport MO 2400 S Roby Farm Rd",eric.niswonger@voyafa.com,,Salesforce
11001659,Inactive Investor,Jatil Kodati,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",jkodati@financialguide.com,,Salesforce
11100722,Inactive Investor,Marlon Somersall,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",marlon.somersall@ml.com,,Salesforce
10987648,Inactive Investor,Jordan Bever,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jordan.bever@schwab.com,,Salesforce
10881093,Inactive Investor,Sarah Fic,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
341002,,Peter Brown,Partner,Nutter Investment Advisors,pbrown@nutter.com,617-439-2100,Manual List Upload
10804126,Inactive Investor,Jason Toland,Associate Vice President - Wealth Management;Financial Advisor;Financial Planner;Senior Portfolio Manager,Morgan Stanley Santa Barbara CA 1332 Anacapa St,jason.toland@morganstanley.com,,Salesforce
11156162,Inactive Investor,David Kurtz,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Hamilton OH 29 S F St",david.kurtz@equitable.com,,Salesforce
242276,,Stephen McCarten,ETF Capital Markets,Neuberger Berman,stephen.mccarten@nb.com,,
11025028,Inactive Investor,Laurie Mason,,"Wells Fargo Clearing Services, LLC Denver CO 10250 Federal Blvd",laurie.mason@wellsfargo.com,,Salesforce
11006906,Inactive Investor,Seth Gallagher,Director - Alternative Investments;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,seth.gallagher@morganstanley.com,,Salesforce
10959465,Inactive Investor,Stefanie Boykin,Compliance Officer;First Vice President;Regulatory Contact,Davenport & Company LLC,sboykin@investdavenport.com,,Salesforce
11220359,,Madeline Keegan,,,mkeegan@frazierfinancial.com,,Other
9645361,,xin cheng,,,willcheng1994@gmail.com,,List import
11007182,Inactive Investor,Griffin Mcparland,,GWN Securities Inc.,gmcparland@gwnsecurities.com,,Salesforce
10790712,Inactive Investor,Scott Shoates,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10796112,Inactive Investor,Roger Berry,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",roger.berry@ml.com,,Salesforce
11160151,Inactive Investor,Robert Stefani,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",robert.stefani@nm.com,,Salesforce
10883223,Inactive Investor,Matthew Powlen,,"CFD Investments, Inc.",,,Salesforce
238277,,Skyroamer69@gmail.com Griggs,,[Unknown],skyroamer69@gmail.com,,
11060447,Inactive Investor,Jordan Jackson,,"FBL Marketing Services, LLC Greenwood IN 341 S State Road 135",jordan.jackson@fblfinancial.com,,Salesforce
10948183,Inactive Investor,Miccal Jackson,Financial Advisor,Edward Jones Simi Valley CA 40 W Cochran St,miccal.jackson@edwardjones.com,,Salesforce
11064957,Inactive Investor,Steven Bower,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,steven.j.bower@jpmorgan.com,,Salesforce
10687708,,Christopher Herber,,,cmherber7@gmail.com,,Web Form Fillout
9580472,,satish shetty,,,chicoo@sbcglobal.net,,List import
9586117,,Katie Umile,,,kumile@icapllc.us,,List import
11229209,Inactive Investor,Kirsten Sovern,Personal Banker,"Fifth Third Securities, Inc. Cincinnati OH 4901 Glenway Ave",kirsten.sovern@53.com,,Salesforce
11050473,Inactive Investor,Mariah Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10996212,Inactive Investor,Julia Perez,,J.P. Morgan Securities LLC Missouri City TX 10410 Hwy 6,,,Salesforce
11210121,Inactive Investor,Emil Robles,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",emil.robles@ml.com,,Salesforce
11188230,Inactive Investor,Patrick Seidl,,"Allstate Financial Services, LLC Grand Rapids MI 1616 Leonard St NW",patrickseidl@allstate.com,,Salesforce
11015619,Inactive Investor,Jacqueline Phan,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",jacqueline.phan@prudential.com,,Salesforce
10837855,Inactive Investor,Dimitrios Tsoukas,,Edward Jones Ellisville MO Private Residence,dimitrios.tsoukas@edwardjones.com,,Salesforce
10761370,Inactive Investor,Brendan Minter,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",brendan_minter@ml.com,,Salesforce
10695902,,Joe Brereton,,Arch,joe@arch.co,,List Import
10892786,Inactive Investor,Harry Mayhew,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9563114,,Mark Mathieu,,,markmathieu72@yahoo.com,,List import
10796161,Inactive Investor,Pamela Hardin,Founder;Owner;President,"Foundation Wealth Management, LLC",phardin@fwmria.com,,Salesforce
11209121,Inactive Investor,Ted Sealey,President,"Northwest Income Investments, Inc",,,Salesforce
11111884,Inactive Investor,Jeffrey Maclean,Associate Representative;Financial Advisor,Thrivent Investment Management Inc. Colorado Springs CO 7222 Commerce Center Dr,jeffrey.maclean@thrivent.com,,Salesforce
59769,,Thomas Harrington,,"KEB Asset Management, LLC",tomh@kebcpa.com,,
10990691,Inactive Investor,Robert Hickey,,"Wells Fargo Clearing Services, LLC Port Saint Lucie FL 10330 SW Village Center Dr",,,Salesforce
11229571,Inactive Investor,Theresa Paul,,"Voya Financial Advisors, Inc. Scottsdale AZ 7337 E Doubletree Ranch Rd",theresa.paul@voya.com,,Salesforce
248341,,Esther Felicio,Intern,Veirano Advogados,esther.soubihe@veirano.com.br,,Manual List Upload
9555948,,larry k,,,larrykhr@yahoo.com,,List import
10862424,Inactive Investor,Karyn Smith,President,"Smith CFP, Karyn",,,Salesforce
10991023,Inactive Investor,Scott Norwood,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,snorwood@primerica.com,,Salesforce
9644479,,Kent Lauson,,,smile.doc@comcast.net,,List import
11159365,Inactive Investor,Christopher Beatty,,J.P. Morgan Securities LLC Spokane WA 601 W Main Ave,christopher.beatty@jpmorgan.com,,Salesforce
11126433,Inactive Investor,Theresa Engle,,"Osaic Wealth, Inc. Avondale AZ 12755 W Verde Ln",,,Salesforce
9586843,,John Ayyachamy,,,jayyachamy@gmail.com,,List import
62426,,Richard Prey,"Managing Director, Vice President - Sales","Principal Securities, Inc.",prey.kelly@principal.com,515-221-1234,
9633648,,Puji Dwi a,,,pujidwiaff88@gmail.com,,List import
11202748,Inactive Investor,James Schmidly,Chief Investment Officer;Managing Member;Owner;Principal,"Auxan Capital Advisors, LLC",derek@auxancapital.com,,Salesforce
117630,,Thomas Goodson,"Chief Executive Officer, Founder",The AmeriFlex Group,tom@ameriflex.com,702-987-9731,
11130637,Inactive Investor,Cassie Perry,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Terrell TX 102 W Moore Ave",cassie.perry@ampf.com,,Salesforce
11201586,Inactive Investor,John Piper,Chief Compliance Officer;Founding Partner;Portfolio Manager,"Great Diamond Partners, LLC",jpiper@greatdiamondpartners.com,,Salesforce
10781492,Inactive Investor,Stephen Bowman,Financial Advisor,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",stephen.r.bowman@wellsfargoadvisors.com,,Salesforce
11210037,Inactive Investor,Andrew Eastland,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andrew_eastland@vanguard.com,,Salesforce
11106281,Inactive Investor,Stephen Scalero,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",stephen.scalero@ml.com,,Salesforce
11228513,Inactive Investor,Vidhi Amin,,J.P. Morgan Securities LLC Charlottesville VA 1415 University Ave,,,Salesforce
10816443,Inactive Investor,Maureen Wright,Financial Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,maureen.wright@morganstanley.com,,Salesforce
11042324,Inactive Investor,James Watts,Assistant Vice President,"Raymond James & Associates, Inc.",james.watts@raymondjames.com,,Salesforce
10837103,Inactive Investor,Michael Roberts,Financial Advisor,"Wells Fargo Clearing Services, LLC Bartlesville OK 4160 SE Adams Rd",michael.w.roberts@wellsfargoadvisors.com,,Salesforce
11029704,Inactive Investor,Steven Becker,,State Farm VP Management Corp. Schenectady NY 525 Union St,steve.becker.ssk4@statefarm.com,,Salesforce
11020044,Inactive Investor,Siara Laughton,,"Citizens Securities, Inc. Philadelphia PA 1835 Market St",siara.laughton@citizensbank.com,,Salesforce
10647689,,Ryan Mitchell,,,rfmitchell@buckinghamgroup.com,,List Import
10862510,Inactive Investor,Jodi Moore,,"Allstate Financial Services, LLC Las Cruces NM 1065 S Main St",,,Salesforce
344415,,Amit Sachdeva,Managing Director,Alpinvest Partners B.v.,amit.sachdeva@alpinvest.com,312-054-07575,Manual List Upload
11154583,Inactive Investor,Mary Boyd,,State Farm VP Management Corp. Henderson KY 316 14th St,,,Salesforce
9614763,,G Writ,,,draftru@gmail.com,,List import
10995075,Inactive Investor,Thomas Robbins,,J.P. Morgan Securities LLC Yarmouth ME 770 Rte 1,thomas.robbins@chase.com,,Salesforce
11235300,Inactive Investor,Rupert Hansford,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",rhansford@cressetcapital.com,,Salesforce
10989858,Inactive Investor,Andrea Morton,,J.P. Morgan Securities LLC Charlottesville VA 1415 University Ave,andrea.morton@jpmorgan.com,,Salesforce
11079011,Inactive Investor,Frank Magri,,LPL Financial LLC Farmingdale NY 120 Broadhollow Rd,frank.magri@lpl.com,,Salesforce
9626613,,Nariman Rostami,,,narimanearn@yahoo.com,,List import
11095911,Inactive Investor,Chiew Ling,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Richardson TX 2435 N Central Expy",chiewsing.ling@tfaconnect.com,,Salesforce
11219369,,Sean Boccuzzi,,,sean.boccuzzi@lpl.com,,Other
10991916,Inactive Investor,Joseph Yurglich,Financial Advisor,"Equitable Advisors, LLC Englewood CO Private Residence",joseph.yurglich@equitable.com,,Salesforce
11135655,Inactive Investor,Dan Thornton,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,daniel.thornton@fmr.com,,Salesforce
11011080,Inactive Investor,Hunter Humes,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10848206,Inactive Investor,Donald Anthony,Regional Vice President,PFS Investments Inc. Cranberry Township PA 319 Thomas Park Dr,donald.anthony@primerica.com,,Salesforce
10836767,Inactive Investor,Shantele Lewis,,"Wells Fargo Advisors Financial Network, LLC Rancho Sante Fe CA 6106 La Flecha",shantele.lewis@wfafinet.com,,Salesforce
10855712,Inactive Investor,Corey Coleman,Financial Advisor,Edward Jones Whitehouse TX 1200 State Hwy 110 N,corey.coleman@edwardjones.com,,Salesforce
9645954,,Antony Jones,,,antony@groundup-property.co.uk,,List import
11138331,Inactive Investor,Alexander Wallner,,Robert W. Baird & Co. Incorporated,awallner@rwbaird.com,,Salesforce
349641,,Kenneth Smith,Member And Managing Director,"Park Street Capital Advisers, L.l.c.",ksmith@parkstreetcapital.com,617-897-9200,Manual List Upload
11049732,Inactive Investor,Brady Mickolichek,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,brady.mickolichek@fidelity.com,,Salesforce
10981965,Inactive Investor,Alberto Navarro Pastrana,,"Alterna Securities, Inc.",,,Salesforce
11171586,Inactive Investor,Brian Washburn,,"W&S Brokerage Services, Inc. Russell KY 1441 Diederich Blvd",brian.washburn@wslife.com,,Salesforce
163885,,Romina Sánchez,,Romina SÃ¡nchez,romiisanz96@gmail.com,,Paid Social
10534736,,PHILIP WISS,,,philsjetta72@yahoo.com,,Web Form Fillout
10896770,Inactive Investor,Cesare Cagnina,Financial Consultant;Vice President,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",cesare.cagnina@equitable.com,,Salesforce
10971706,Inactive Investor,Seth Rademacher,,"Principal Securities, Inc.",,,Salesforce
223849,,Ian Van Hoek,,Sig,ian.vanhoek@sig.com,,Organic Search
10952008,Inactive Investor,Perry Lazerus,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
10822434,Inactive Investor,Samuel Waldron,,J.P. Morgan Securities LLC Garland TX 111 S Garland Ave,samuel.waldron@jpmorgan.com,,Salesforce
373808,,Dg Thu,,[Unknown],448933680@qq.com,,source
9565426,,gengsheng lu,,,gengsheng.lu@morganstanleypwm.com,,List import
9607227,,Marshal Jones,,,m2jones32@hotmail.com,,List import
202768,,H P,,[Unknown],hpetrie@gmail.com,,Paid Social
10974514,Inactive Investor,Jennifer Schweikert,,State Farm VP Management Corp. Fort Walton Beach FL 423 Racetrack Rd NE,jennifer.schweikert.dbgq@statefarm.com,,Salesforce
11236672,Inactive Investor,David Mertens,Head - Business Development;Partner,QSV Equity Investors LLC Vail CO Private Residence,dmertens@qsvequity.com,,Salesforce
10617044,,Anthony Scott,,,anthony.j.scott@citigroup.com,,List Import
10915672,Inactive Investor,Grant Mink,Wealth Associate,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",grant.mink@tiaa.org,,Salesforce
11212124,Inactive Investor,Chase Gulick,Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,cekinsgulick@rwbaird.com,,Salesforce
11084022,Inactive Investor,Jason Morton,Director - Wealth Management,"Vaquero Private Wealth, Ltd.",jason.morton@vaquerowealth.com,,Salesforce
11199736,Inactive Investor,Karen Reeves,Financial Advisor,Edward Jones Battle Creek MI 3164 Capital Ave SW,karena.reeves@edwardjones.com,,Salesforce
11018716,Inactive Investor,Larry Minarsich,Financial Advisor,LPL Financial LLC Rio Rancho NM Private Residence,larry.minarsich@lpl.com,,Salesforce
9584217,,Robert Tackwell,,Fisher Investments,r.tackwell@fi.com,,List import
11159187,Inactive Investor,Kimberly Permann,,NYLIFE Securities LLC South Jordan UT 10421 S Jordan Gtwy,kpermann@ft.newyorklife.com,,Salesforce
236745,, -,,[[Unknown]],airforcerob@icloud.com,,
177632,,Laura Spencer,CFO,[Unknown],lspencer@cfsarasota.org, +1 941 556 7132,Database Upload
10487982,,Kevin Tehan,"Regulatory Contact, Vice President, Wealth Manager",WhiteRock Wealth Management Co.,kevin@whiterockwm.com,,List Import
350375,,Eric Wolfe,"Senior Portfolio Manager, Hedge Fund Soloutions",[Unknown],eric.wolfe@kkr.com, +1 212 750 8000,Database Upload
9639288,,Kelley Klahn,,,kelleyklahn@creighton.edu,,List import
10810312,Inactive Investor,Bradford Boike,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingwood TX 600 Rockmead Dr",brad_boike@ml.com,,Salesforce
9555631,,Christopher Mcdonough,,,cmcdonough@ips-net.com,,List import
11002417,Inactive Investor,Zacchaeus Bennett,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",zack.bennett@nm.com,,Salesforce
11110905,Inactive Investor,Jordan Jacobs,Senior Vice President,Estate & Trust Advisors,jordan@etaadvisor.com,,Salesforce
11000659,Inactive Investor,Christopher Walker,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,christopher.walker@fmr.com,,Salesforce
10844585,Inactive Investor,Leo Martinic,Treasurer,SPC Financial Inc,,,Salesforce
10902799,Inactive Investor,Jafar Caillouet,,PFS Investments Inc. Chicago IL 11740 S Western Ave,jafar.caillouet@primerica.com,,Salesforce
11136428,Inactive Investor,Richard London,,"LaSalle St Securities, L.L.C. Las Vegas NV 10845 Griffith Peak Dr",,,Salesforce
9638908,,Leticia Ataide,,,l.ataide@maisprevidencia.com,,List import
10806869,Inactive Investor,Nancy Surgener,Financial Advisor,Morgan Stanley Bakersfield CA 9100 Ming Ave,nancy.surgener@morganstanley.com,,Salesforce
9644132,,Christopher McNeil,,,chris@vitalstonefinancial.com,,List import
10614026,,Vincent Pfeifer,Financial Advisor,,vincent.pfeifer@wellsfargoadvisors.com,,List Import
10844692,Inactive Investor,Michael Kastner,Managing Member;Principal;Regulatory Contact,Halyard Asset Management LLC West Harrison NY 707 Westchester Ave,mkastner@halyardmgmt.com,,Salesforce
9617072,,Will Becker,,,will.becker@dedoracapital.com,,List import
10981989,Inactive Investor,Changhoon Oh,,J.P. Morgan Securities LLC Irvine CA 3973 Irvine Blvd,changhoon.oh@chase.com,,Salesforce
10960901,Inactive Investor,Syed Shan,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 4045 24th St",,,Salesforce
10782530,Inactive Investor,Carrol Harper,Financial Advisor;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,heath.harper@morganstanley.com,,Salesforce
11046454,Inactive Investor,Ronald Dangelo,,"Buckman, Buckman & Reid, Inc.",rdangelo@buckmanbuckman.com,,Salesforce
9545933,,Ruta Brickus,,,rbrickus@mac.com,,List import
10793824,Inactive Investor,Jeffrey Kline,Financial Advisor,Edward Jones McHenry IL 3621 Municipal Dr,jeffrey.kline@edwardjones.com,,Salesforce
11109490,Inactive Investor,Aaron Seyfried,Financial Advisor,LPL Financial LLC Fort Mitchell KY 529 Centre View Blvd,aaron.seyfried@lpl.com,,Salesforce
9589884,,John Geissinger,,,jgeissinger@cbisonline.com,,List import
10784005,Inactive Investor,Geoffrey Marks,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,geoffrey.r.marks@jpmorgan.com,,Salesforce
10841231,Inactive Investor,Cary Hess,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",cary.hess@ml.com,,Salesforce
10949255,Inactive Investor,Kaden Morency,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11183022,Inactive Investor,Sharon Thomas,,"U.S. Bancorp Investments, Inc. Puyallup WA 222 39th Ave SW",sharon.thomas@usbank.com,,Salesforce
10886006,Inactive Investor,Pierre Benichou,,Goldman Sachs & Co.,,,Salesforce
11006308,Inactive Investor,Kate Maier,,"Wealth Enhancement Brokerage Services, LLC",kmaier@wealthenhancement.com,,Salesforce
11127534,Inactive Investor,Collin Vanecek,,Jefferies LLC Dallas TX 300 Crescent Ct,cvanecek@jefferies.com,,Salesforce
10828277,Inactive Investor,David Levine,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,david.levine@ubs.com,,Salesforce
333596,,Maxwell Nonisa,,Mercer Global Advisors Inc.,mnonisa@merceradvisors.com,,
10807657,Inactive Investor,Jerrold Smith,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",jerrold.smith@equitable.com,,Salesforce
10615184,,Aaron Saperstein,"Executive Director, Financial Advisor, Sports and Entertainment Director",,aaron.saperstein@morganstanley.com,,List Import
11184066,Inactive Investor,Camden Foster,,Cetera Financial Specialists LLC Shabbona IL 311 W Comanche Ave,camden.foster@ceterafs.com,,Salesforce
11207708,Inactive Investor,Kelsey Brooks,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,kelsey.brooks@morganstanley.com,,Salesforce
371956,,Donovan Anderson,,United States,danderson@tayandgroup.com,,Salesforce
10782237,Inactive Investor,Jonathan Bottema,Institutional Consultant;Managing Director;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,jonathan.bottema@ubs.com,,Salesforce
9591810,,Mark Spelts,,,mark@speltswm.com,,List import
10847226,Inactive Investor,Christopher O'Dell,,"Cambridge Investment Research, Inc. Greeneville TN 404 E Bernard Ave",,,Salesforce
11110737,Inactive Investor,Theodore Boyes,,"Brokers International Financial Services, LLC. Palm Beach Gardens FL 3300 PGA Blvd",tboyes@brokersifs.com,,Salesforce
10873491,Inactive Investor,Michael Whitaker,,Newbridge Securities Corporation The Villages FL 3251 Wedgewood Ln,mjwhitaker@newbridgesecurities.com,,Salesforce
10791801,Inactive Investor,Hsin-Yuin Horng,,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
353312,,Matthew Zarabi,,,matthewzarabi@gmail.com,,
10982797,Inactive Investor,Alondra Humanes Lara,,J.P. Morgan Securities LLC Lafayette LA 5233 Johnston St,alondra.y.humaneslara@jpmorgan.com,,Salesforce
10870970,Inactive Investor,Stephen Vecchione,,"MML Investors Services, LLC Mountain Lakes NJ Private Residence",svecchione@financialguide.com,,Salesforce
10780339,Inactive Investor,Teresa Graner,Financial Professional,"Hornor, Townsend & Kent, LLC Cincinnati OH 7458 Jager Ct",tgraner@htk.com,,Salesforce
11111304,Inactive Investor,Casey Bonilla,,J.P. Morgan Securities LLC Newburyport MA 35 Storey Ave,casey.bonilla@jpmorgan.com,,Salesforce
248481,,stanley teo,Investment analyst,TWO Family Office Pte Ltd,stanley@twofo.org,,Manual List Upload
11108126,Inactive Investor,Howard Schwartz,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",howard.schwartz@bofa.com,,Salesforce
10596061,,thomas dwyer,,,thomas.dwyer@wfa.com,,Web Form Fillout
10937926,Inactive Investor,Erin Flach-Elliott,,MM Ascend Life Investor Services LLC,,,Salesforce
11011940,Inactive Investor,Leslyn King-Greenville,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,leslynking@primerica.com,,Salesforce
10644807,,Juana Saucedo,,,juana.saucedo@jpmorgan.com,,List Import
10954753,Inactive Investor,Thomas Sawyer,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",thomas.sawyer@tiaa.org,,Salesforce
9584308,,Jeffrey Toll,,,jtoll@rooseveltmc.com,,List import
10982595,Inactive Investor,Andre Stafford,Financial Advisor,LPL Financial LLC Lafayette LA 213 N College Rd,andre.stafford@lpl.com,,Salesforce
343260,,Keval Patel,"Member, COO, CFO, CCO",Habrok Capital Management Llp,kpatel@habrokcapital.com,442-078-513900,Manual List Upload
11065051,Inactive Investor,Ethan Hundley,,"The Investment Center, Inc. Chester NJ 1 Mill Ridge Ln",ehundley@investmentctr.com,,Salesforce
10785267,Inactive Investor,Victor Rivera,,"Truist Investment Services, Inc. Orlando FL 333 S Garland Ave",victor.rivera@truist.com,,Salesforce
9543987,,Daniel Ceschin,,,dceschin@financialguide.com,,List import
341875,,Richard Brereton,Senior Managing Director,"Harbert Fund Advisors, Inc.",rbrereton@harbert.net,205-/98-75500,Manual List Upload
10896098,Inactive Investor,Robert Blackburn,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Springfield TN 429 W Court Sq,bobby.blackburn@thrivent.com,,Salesforce
9600370,,Jeannine Meyer,,,jeannine@delta-dao.com,,List import
10827704,Inactive Investor,Ryan Zwarg,Financial Advisor;Private Wealth Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",ryan.m.zwarg@wellsfargo.com,,Salesforce
9603115,,Michael Elmore,,,elmoremc@hotmail.com,,List import
10954023,Inactive Investor,Malaundja Gayles,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11034306,Inactive Investor,William Dedmon,Vice President,LPL Financial LLC,william.dedmon@lpl.com,,Salesforce
11031249,Inactive Investor,Wendell Globig,Chief Compliance Officer;Investment Advisor;President,"Globig Investments, Inc.",wendell@globiginvestments.com,,Salesforce
9631482,,Christoph Hohlfeld,,,chrho83@gmail.com,,List import
10793774,Inactive Investor,George Mccabe,Chief Investment Officer;Managing Director;Member,"Portolan Capital Management, LLC",gmccabe@portolan.com,,Salesforce
10885907,Inactive Investor,Bharti Gupta,Financial Consultant,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",bharti.gupta@schwab.com,,Salesforce
11032889,Inactive Investor,Joseph Taborga,,State Farm VP Management Corp.,,,Salesforce
10991444,Inactive Investor,Bridget Mackay,Chief Compliance Officer;Managing Member,"Clock Tower Wealth Management, Inc.",,,Salesforce
10823932,Inactive Investor,Patrick Forst,Financial Advisor,Lincoln Investment Doylestown PA 140 E State St,pforst@lincolninvestment.com,,Salesforce
11179840,Inactive Investor,Brian Hineline,,Fidelity Brokerage Services LLC,brian.hineline@fidelity.com,,Salesforce
10834174,Inactive Investor,Valerie Cisneros,,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,valerie.cisneros@lpl.com,,Salesforce
9602168,,Robert Comfort,,,rcomfort@cbsinvestorconnection.com,,List import
372910,,Laura Denise,,[Unknown],deniselora@aol.com,,source
11180663,Inactive Investor,Jamie Smetana,Financial Advisor,Edward Jones Stillwater MN 275 3rd St S,jamie.smetana@edwardjones.com,,Salesforce
11233348,Inactive Investor,Tiffany McKee,,"Fifth Third Securities, Inc. West Chester OH 7810 Tylersville Square Dr",tiffany.mckee@53.com,,Salesforce
11081099,Inactive Investor,Christopher Puscian,Senior Vice President,"Raymond James & Associates, Inc. Mount Laurel NJ 1015 Briggs Rd",chris.puscian@raymondjames.com,,Salesforce
10935838,Inactive Investor,Thomas Coil,,"OneAmerica Securities, Inc. Midvale UT 1225 E Fort Union Blvd",,,Salesforce
11192862,Inactive Investor,Michael Kautz,Financial Professional,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",mkautz@financialguide.com,,Salesforce
11126352,Inactive Investor,Allen Woodard,Client Advisor;Director - Marketing;Vice President,"Sabin Investment Management, Inc.",allen@sabininvest.com,,Salesforce
10877134,Inactive Investor,Vjosa Mekuli,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,,,Salesforce
10770937,Inactive Investor,Rodrigo Alvarez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",rodrigo_alvarez@ml.com,,Salesforce
11083463,Inactive Investor,Susie Lauricio,,NYLIFE Securities LLC Wailuku HI 220 Imi Kala St,slauricio@ft.newyorklife.com,,Salesforce
234388,, -,,[[Unknown]],dono3h@yahoo.com,,Advertising
10990334,Inactive Investor,William Hillegas,,Vanguard Marketing Corporation,william_hillegas@vanguard.com,,Salesforce
10867599,Inactive Investor,Bryan Cenky,Senior Wealth Advisor,LPL Financial LLC Springfield OH 2454 N Limestone St,bryan.cenky@lpl.com,,Salesforce
9625468,,Björn Sonnhoff,,,kasselhardcore@gmx.de,,List import
11065747,Inactive Investor,Steven Rashoff,,State Farm VP Management Corp. Huntington Beach CA 2130 Main St,steve.rashoff.asak@statefarm.com,,Salesforce
11155104,Inactive Investor,Brock Lamarca,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",blamarca@mesirowfinancial.com,,Salesforce
9625437,,Laymon Lopez,,,dev.online.co@gmail.com,,List import
10645668,,Joshua Rinkov,,,jrinkov@jefferies.com,,List Import
10775232,Inactive Investor,Durwood Greene,,"Concourse Financial Group Securities, Inc. Birmingham AL 4505 Pine Tree Cir",durwood.greene@concoursefinancial.com,,Salesforce
336378,,Michelle Garcia,Relationship Manager,Northwest Investment Counselors,mgarcia@nwic.net,800-685-7884,Manual List Upload
10998367,Inactive Investor,Shayla Thomas,,J.P. Morgan Securities LLC New Orleans LA 5001 Prytania St,shayla.thomas@chase.com,,Salesforce
10796077,Inactive Investor,Brian Friedman,,"HighTower Securities, LLC",bfriedman@hightoweradvisors.com,,Salesforce
10905445,Inactive Investor,Robin Radovich,,"United Brokerage Services, Inc Lincolnton NC 901 E Main St",,,Salesforce
11202454,Inactive Investor,Linda Brown,Chief Compliance Officer;Co-Founder;Director - Operations;Partner,Day Hagan Asset Management,linda.brown@dayhagan.com,,Salesforce
9566340,,Nima Arz,,,nimaarz95@gmail.com,,List import
11206502,Inactive Investor,Richard Spriano,Financial Advisor,LPL Financial LLC Waltham MA 51 Sawyer Rd,richard.spriano@lpl.com,,Salesforce
9543682,,Jacqueline Lewis,,,jackie.lewis@adviceperiod.com,,List import
11111383,Inactive Investor,David Larkin,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",david.s.larkin@ml.com,,Salesforce
11176160,Inactive Investor,Sultan Atkin,,"Wells Fargo Clearing Services, LLC Alamo CA 3157 Danville Blvd",sultan.a.atkin@wellsfargo.com,,Salesforce
10861147,Inactive Investor,David Karin,Financial Advisor,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",dkarin@wisdirect.com,,Salesforce
11114958,Inactive Investor,Michelle Quinn,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10826129,Inactive Investor,Eric Benson,Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,eric.benson@morganstanley.com,,Salesforce
9592124,,Raghid karam,,,raghid.karam@gmail.com,,List import
11082877,Inactive Investor,Jared Street,,"Avantax Investment Services, Inc. Paducah KY Private Residence",,,Salesforce
10988357,Inactive Investor,Francesca Mills,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,francesca.mills@fidelity.com,,Salesforce
10919523,Inactive Investor,Maia Clewley,Portfolio Manager;Vice President,K. D. Clewley Capital Management,maia@kcinvestmentmanagement.com,,Salesforce
9558902,,Mark Mathers,,,mmathers@bpadvisors.com,,List import
63105,,Christopher Topolewski,CCO,"Wick Capital Partners, Llc",ctopolewski@wickcapitalpartners.com,215-302-3535,
10775495,Inactive Investor,Peter King,Senior Vice President,"Raymond James & Associates, Inc. Minneapolis MN 60 S 6th St",peter.king@raymondjames.com,,Salesforce
9572416,,Robert Knapke,,,rknapke@fscadvisor.com,,List import
371040,,bao chai,,[Unknown],chaibao@protonmail.com,,Salesforce
11146693,Inactive Investor,Jacob Schiller,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",jacob.schiller@wfadvisors.com,,Salesforce
10833623,Inactive Investor,Matthew Laverone,,Cetera Advisor Networks LLC Manteca CA 723 N Main St,laveronem@ceteranetworks.com,,Salesforce
9607538,,Eugene Zhel,,,jeremysmith012345@gmail.com,,List import
9594258,,Kathleen Casatelli,,,kcasatelli@twcny.rr.com,,List import
10755914,Inactive Investor,Kristi Prince,Assistant Vice President;Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,kristi.prince@morganstanley.com,,Salesforce
9647097,,Michael Guido,,,mguido3366@gmail.com,,List import
10827173,Inactive Investor,Douglas Cherry,,"B.B. Graham & Company, Inc. Carbondale IL 1700 New Era Rd",,,Salesforce
11073242,Inactive Investor,William Bullington,Chief Compliance Officer;Managing Member;President,"Bullington Capital Management, LLC",bill@bullingtoncapital.com,,Salesforce
11165334,Inactive Investor,Patrick Moylan,Financial Advisor,"Osaic Wealth, Inc. Omaha NE 1010 S 120th St",,,Salesforce
10865304,Inactive Investor,Elmer Garcia,,J.P. Morgan Securities LLC Columbus OH 3233 Cleveland Ave,elmer.garcia@jpmorgan.com,,Salesforce
10982100,Inactive Investor,Brian Twohig,Financial Planner,"Pruco Securities, LLC. Chicago IL 20 N Wacker Dr",brian.twohig@prudential.com,,Salesforce
11063832,Inactive Investor,Rodney Thrower,,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,rodney.thrower@primerica.com,,Salesforce
345776,,Travis Babb,Managing Member,Babb Wealth Advisors Llc,travis@babbgroup.com,928-526-2911,Manual List Upload
9637539,,Mike Varecka,,,mike.varecka@ngis.com,,List import
10956528,Inactive Investor,Jack Reese,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",jack.reese@raymondjames.com,,Salesforce
11062076,Inactive Investor,Nicholas Dukas,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",,,Salesforce
9647650,,jay fratello,,,jay.fratello@wfafinet.com,,List import
9576719,,Crisantos Hajibrahim,,,chajibrahim@gmail.com,,List import
10859630,Inactive Investor,Joseph Carbone,Chief Compliance Officer;Financial Planner;Founder;Managing Member,Focus Planning Group,joseph.carbone@focusplanninggroup.net,,Salesforce
10923604,Inactive Investor,Ryan Callahan,,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",ryan.callahan@ampf.com,,Salesforce
11064707,Inactive Investor,Richard Reyes,Financial Advisor,Edward Jones Boerne TX 1011 S Main St,rick.reyes@edwardjones.com,,Salesforce
10618945,,Michael Kassab,,,mkassab@calamos.com,,List import
334704,,Brian Doherty,"Managing Director, Head Trader",Lone Pine Capital Llc,bdoherty@lpcap.com,203-618-1400,Manual List Upload
9618282,,Eric Berlin,,,eberlin@harvestcaps.com,,List import
11188650,Inactive Investor,Tyler League,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
9584784,,Wade Daniel,,,wade@wqcorp.com,,List import
9574094,,Charles Massie,,,charlesm@cpamassie.com,,List import
10833185,Inactive Investor,Jennifer English,Chief Compliance Officer,ACT Advisors Asheville NC 37 Haywood St,jennifer@act-advisors.com,,Salesforce
57464,,Gerard Rosato,Principal,Mma Asset Management Llc,grosato@centuriongroupllc.com,610-684-3200,Manual List Upload
11048679,Inactive Investor,Steven Salerno,Financial Advisor,Bentley Financial Group,,,Salesforce
10868563,Inactive Investor,Elise Campe,Investment Associate,J.P. Morgan Securities LLC Mokena IL 11205 Lincoln Hwy,elise.a.campe@jpmorgan.com,,Salesforce
9550507,,william batey,,,wbatey990nlsd@yahoo.com,,List import
11095084,Inactive Investor,Mahatir Sikder,Chief Compliance Officer;President,Matrix Private Wealth Management Inc.,msikder@matrixpwm.com,,Salesforce
10969421,Inactive Investor,Mary Devlin,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,mary.devlin@primerica.com,,Salesforce
10980523,Inactive Investor,John Newman,,"Pruco Securities, LLC. Orlando FL 4700 Millenia Blvd",john.newman@prudential.com,,Salesforce
11057600,Inactive Investor,Lucas Beatty,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Gastonia NC 609 S New Hope Rd,,,Salesforce
10932100,Inactive Investor,Jessica Geiszler,,"Osaic Wealth, Inc. Fond Du Lac WI 845 S Main St",,,Salesforce
9555628,,dongjin kim,,,dj5302@naver.com,,List import
11113653,Inactive Investor,Nicole Brewer,,"Fortune Financial Services, Inc. Olmsted Falls OH 7172 Columbia Rd",,,Salesforce
10951050,Inactive Investor,Charles Brown,,"Allstate Financial Services, LLC Seattle WA 13260 1st Ave S",charliebrown@allstate.com,,Salesforce
10995441,Inactive Investor,Randy Horsley,,"Farmers Financial Solutions, LLC Rapid City SD 2834 Jackson Blvd",randy.dschmidt@farmersagency.com,,Salesforce
9602079,,James Francis,,,jfrancis@montag.com,,List import
11206928,Inactive Investor,Wesley Mccann,,LPL Financial LLC Bloomfield Hills MI 36800 Woodward Ave,wesley.mccann@lpl.com,,Salesforce
11011697,Inactive Investor,Gunnar Berg,Financial Advisor,Robert W. Baird & Co. Incorporated Yakima WA 3907 Castlevale Rd,,,Salesforce
11100460,Inactive Investor,Andrew Miller,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Olio Financial Planning McLean VA 1751 Pinnacle Dr,andrew@meetolio.com,,Salesforce
10879180,Inactive Investor,Andrew Kee,,J.P. Morgan Securities LLC Houston TX 600 Travis St,andrew.kee@jpmorgan.com,,Salesforce
10890435,Inactive Investor,Ryan Baumgartner,,LPL Financial LLC Bellevue WA 10900 NE 8th St,ryan.baumgartner@lpl.com,,Salesforce
9636701,,Ronald Wo,,,rwo@ckwhawaii.com,,List import
10835089,Inactive Investor,William Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Statesboro GA 35 S Main St",william.williams@wellsfargoadvisors.com,,Salesforce
10687528,,Noor Darwish,,,noordarwish99@gmail.com,,Web Form Fillout
11089280,Inactive Investor,Charles Justice,,PFS Investments Inc. Knoxville TN 201 Canton Hollow Rd,charles.justice@primerica.com,,Salesforce
11110075,Inactive Investor,Jennifer Immoos-Hernandez,,"Bankers Life Securities, Inc. Portage MI 950 Trade Centre Way",jennifer.immoos-hernandez@bankerslife.com,,Salesforce
10818381,Inactive Investor,Robert Devore,,"Wells Fargo Advisors Financial Network, LLC Sacramento CA 333 University Ave",bob.devore@wfafinet.com,,Salesforce
11099263,Inactive Investor,Zuzana Balzerova,Associate,Edward Jones Loveland CO 1686 Topaz Dr,,,Salesforce
9623933,,james bell,,,jbell@colonialconsulting.com,,List import
241296,,Kathleen Glowacki,,Bartholomew & Company,kathleen.glowacki@bartandco.com,(508) 753-8807,Database Upload
11036636,Inactive Investor,Ryan Hernandez,,J.P. Morgan Securities LLC McKinney TX 5201 W University Dr,,,Salesforce
6958202,,Amber Gaige,,,amber@sabermarketingstrategy.com,,Web Form Fillout
9585537,,Jake Hughes,Vice President,Fisher Investments,j.hughes@fi.com,,List import
152507,,Jacob Budde,,[Unknown],buddechase@gmail.com,,
11040494,Inactive Investor,Sherry Akins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,sherry.morgan@fidelity.com,,Salesforce
10856629,Inactive Investor,Robert Huser,,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 9445 Delegates Row",robert.j.huser@wellsfargoadvisors.com,,Salesforce
10887477,Inactive Investor,Joshua Jackson,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,,,Salesforce
11143788,Inactive Investor,David Gravelyn,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",david.gravelyn@hantzgroup.com,,Salesforce
11197386,Inactive Investor,Alan Davis,,"Farmers Financial Solutions, LLC Wapakoneta OH 127 W Auglaize St",adavis1@farmersagent.com,,Salesforce
9564800,,DANIEL P. O'DONNELL,,,daniel.odonnell@pnc.com,,List import
374342,,Sean Britt,Financial Advisor,Charles Schwab,sean.britt@schwab.com,214-897-9507.,Salesforce
10875323,Inactive Investor,Alexandra Jara Martinez,Wealth Management Account Service Associate,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11209109,Inactive Investor,Nicholas Lumpp,Chief Compliance Officer;President,"RCN Wealth Advisors, Inc.",nick@rcnwa.com,,Salesforce
11052488,Inactive Investor,Tom Nelson,Owner;Principal,"Tom C. Nelson, PhD, CFP Personal Financial Consultant",,,Salesforce
10877325,Inactive Investor,Carl Newman,Financial Advisor,LPL Financial LLC Longview TX 222 N Fredonia St,carl.newmanjr@lpl.com,,Salesforce
10778516,Inactive Investor,Frederick Ballou,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",fballou@lwcotrust.com,,Salesforce
10925405,Inactive Investor,Jason Christo,,"Osaic Wealth, Inc. Omaha NE 1123 S 80th St",,,Salesforce
244529,,Gene Morrison,Director of Product Management,Loomis Sayles,gmorrison@loomissayles.com,16173469743,Manual List Upload
11077466,Inactive Investor,Isaac Stevens,,"Raymond James Financial Services, Inc. Denton TX 2735 Wind River Ln",isaac.stevens@raymondjames.com,,Salesforce
3615285,,yx jing,,,jdy5066@gmail.com,,Web Form Fillout
11106981,Inactive Investor,Kevin Distad,Senior Wealth Advisor,"Nepsis, Inc.",kdistad@nepsiscapital.com,,Salesforce
11064294,Inactive Investor,Dianne Pitts,,J.P. Morgan Securities LLC Sidney OH 2030 Michigan St,dianne.m.pitts@chase.com,,Salesforce
11232437,Inactive Investor,Victoria Sommerville,Supervisory Control Specialist,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
11043248,Inactive Investor,James Partridge,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_partridge@vanguard.com,,Salesforce
11199027,Inactive Investor,Robert Crandall,Financial Professional,"Principal Securities, Inc. Bethesda MD 6700A Rockledge Dr",crandall.robert@principal.com,,Salesforce
10906906,Inactive Investor,Nancy Camacho,,Commonwealth Financial Network Campbell CA 1475 S Bascom Ave,ncamacho@commonwealth.com,,Salesforce
10856347,Inactive Investor,Aaron Kennedy,Advisor;Chief Investment Strategist;Member,"Smart Money Group, LLC",aaron@smartmoneygroup.net,,Salesforce
10854950,Inactive Investor,Cecil Skinner,,"VALIC Financial Advisors, Inc. Macon GA 125 Plantation Centre Dr S",cecil.skinner@valic.com,,Salesforce
11195585,Inactive Investor,Robert Foley,,"Cambridge Investment Research, Inc. Madison NJ 78 Main St",,,Salesforce
11089118,Inactive Investor,John Stscherban,Financial Advisor,Robert W. Baird & Co. Incorporated Mishawaka IN 4220 Edison Lakes Pkwy,jstscherban@rwbaird.com,,Salesforce
11083316,Inactive Investor,James Hinchsliff,Financial Advisor,"Osaic Wealth, Inc. Oak Brook IL 125 Windsor Dr",,,Salesforce
10981237,Inactive Investor,Daniel Aytekin,Private Banker Associate,Citigroup Global Markets Inc. Costa Mesa CA 650 Town Center Dr,,,Salesforce
10970682,Inactive Investor,Lila Romero,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,lila.romero@primerica.com,,Salesforce
10876793,Inactive Investor,Sharon Chandler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11098995,Inactive Investor,Lisa Cain,Financial Advisor,Edward Jones Buckhannon WV 211 S Kanawha St,lisa.cain@edwardjones.com,,Salesforce
11133800,Inactive Investor,Robert Defina,Financial Advisor,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,robert.defina@td.com,,Salesforce
11042668,Inactive Investor,Chad Johnson,Owner,Spartan Wealth Solutions LLC,,,Salesforce
9602863,,Dean Heimbach,,,dean.heimbach@purefinancial.com,,List import
334246,,Bert Ellis,Managing Member,Pinnacle Portfolio Advisors,bert@pinnacleportfolio.com,208-813-3181,Manual List Upload
10875772,Inactive Investor,Peter Jaworski,,Winthrop Wealth Wakefield MA 301 Edgewater Pl,,,Salesforce
10905985,Inactive Investor,Eugenia Collins,,Evercore Group L.L.C.,,,Salesforce
11119885,Inactive Investor,Mark Santia,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",mark.santia@rbc.com,,Salesforce
10814532,Inactive Investor,Ryan Franzen,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",franzenr@stifel.com,,Salesforce
10864352,Inactive Investor,Christine Terry,Senior Analyst,"Karagosian Financial Services, Inc",cmt@toinvest.com,,Salesforce
9566800,,Tam Pham,,,thanhtampham93@gmail.com,,List import
9615282,,James Goodman,,,jamiegoodman@protonmail.com,,List import
10975749,Inactive Investor,Diana Cahill,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
11134077,Inactive Investor,Bryan Richardson,Financial Advisor,"Ameriprise Financial Services, LLC Rocky Mount NC 800 Tiffany Blvd",bryan.2.richardson@ampf.com,,Salesforce
9577324,,Sumit Rai,,,sumit.rai2@gmail.com,,List import
10904122,Inactive Investor,Veronica Woodard,Financial Advisor,Edward Jones Oviedo FL 30 Alexandria Blvd,veronica.woodard@edwardjones.com,,Salesforce
10949755,Inactive Investor,Hayden Sewell,Financial Advisor,Edward Jones Charleston SC 1739 Maybank Hwy,hayden.sewell@edwardjones.com,,Salesforce
11053556,Inactive Investor,Chance Winberry,Investment Advisor,Fisher Investments,,,Salesforce
11230235,Inactive Investor,Shona Jones,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,smjones01@ft.newyorklife.com,,Salesforce
10898510,Inactive Investor,Christian De Veer,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",christian.de_veer@ml.com,,Salesforce
10873461,Inactive Investor,Terrell Wilson,Financial Advisor,Edward Jones Vernon Hills IL 273 Evergreen Dr,terrell.wilson@edwardjones.com,,Salesforce
9615032,,MD NAYMUL ISLAND TUHIN,,,tuhin9729@email.com,,List import
10763747,Inactive Investor,Angela Coats,,Morgan Stanley Melbourne FL 8150 N Wickham Rd,chris.coats@morganstanley.com,,Salesforce
9589906,,Ryan Hembree,"Chief Compliance Officer, Director - Operations","Annandale Capital, LLC",rhembree@annandalecap.com,,List Import
10900689,Inactive Investor,Lawrence Martin,,"Bankers Life Securities, Inc. Topeka KS 3750 SW Burlingame Rd",lawrence.martin@bankerslife.com,,Salesforce
11110129,Inactive Investor,Kevin Bubb,,"Estate Management Counselors, LLC",,,Salesforce
11067604,Inactive Investor,Gabriel Castellanos,Relationship Banker,"Wells Fargo Clearing Services, LLC Monterey Park CA 2101 S Atlantic Blvd",,,Salesforce
9627183,,Pankaj Sahu,,,aahelisahu@gmail.com,,List import
224486,,Al Procaccino II,"Founder, President, CCO",Castle Financial & Retirement Planning Associates,aap@castlefinancial.com,(732) 888-4994,Manual List Upload
11009786,Inactive Investor,Kevin Vigil,,"CUSO Financial Services, L.P. San Antonio TX 1703 Broadway St",,,Salesforce
10836287,Inactive Investor,Stephen Swenson,Financial Advisor,Edward Jones Osage IA 1401 Main St,steve.swenson@edwardjones.com,,Salesforce
11161552,Inactive Investor,John Miano,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 401 N Tryon St",,,Salesforce
10793662,Inactive Investor,Kirklen Meyer,,D.A. Davidson & Co.,kmeyer@dadco.com,,Salesforce
9648266,,aaa aaa,,,rafael3382@gmail.com,,List import
10811748,Inactive Investor,Joseph Johnson,,"Vanderbilt Securities, LLC",jjohnson@vanderbiltsecurities.com,,Salesforce
11121606,Inactive Investor,Matthew Dumser,,Cape Securities Inc. Flourtown PA 1407 Bethlehem Pike,mdumser@capesecurities.com,,Salesforce
10948955,Inactive Investor,Francis Scheuerman,Financial Analyst;Investment Officer,"UMB Financial Services, Inc.",,,Salesforce
11087130,Inactive Investor,Gena Allen,,J.P. Morgan Securities LLC Port Richey FL 8298 Ridge Rd,gena.x.allen@chase.com,,Salesforce
10797634,Inactive Investor,Joshua Gilliam,,"Osaic Wealth, Inc. Louisville KY 10200 Forest Green Blvd",,,Salesforce
11041080,Inactive Investor,Avilio Sutherland Navea,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
2343389,,Sarthak Shah,,,sarthak.shah@bitgenix.io,,
11223061,,Leslie Beck,,,leslie@compasswealthmanagement.net,,List Import
9598636,,Fred Leonard,,,chip1971@me.com,,List import
11072584,Inactive Investor,Kerima Ratnayaka,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,kerima.ratnayaka@jpmorgan.com,,Salesforce
9634978,,Daniel Lee,,,dlee@comvest.com,,List import
183574,,Gustavo PM,,[Unknown],gustavopiroupo@yahoo.com.br,,Organic Search
8481027,,Vincent Lanfrank,,Astorino Financial Group Inc,vinny@astorinofinancialgroup.com,(979) 575-1403,List Import
2318174,,Vijaykumar 8252024219,,,vk5912987@gmail.com,,
10657547,,Michelle Taylor,,,michelle.taylor@jpmorgan.com,,List Import
10947092,Inactive Investor,Ronald Wrobel,Investment Advisor Representative,"Coston, McIsaac & Shea Financial Advisors",,,Salesforce
10647566,,Ann Sparks,,,ann.sparks@wellsfargoadvisors.com,,List Import
11004909,Inactive Investor,Steven Klein,,"Bankers Life Securities, Inc. Milwaukee WI 2448 S 102nd St",steven.klein@bankerslife.com,,Salesforce
1002247,Inactive Investor,Chad Burlingame,"Director, Alternative Investments",Ascent Private Capital Management,chad.burlingame@ascent.usbank.com, +1 415 677 3626,
11042712,Inactive Investor,Carleton Crockett,Financial Advisor,"Flagship Harbor Advisors, LLC Hyannis MA 349 Main St",c.crockett@flagshipharbor.com,,Salesforce
11001481,Inactive Investor,Gavin Bizeau,Financial Representative,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",gavin.bizeau@nm.com,,Salesforce
10968706,Inactive Investor,Luz Rivera,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,,,Salesforce
11016381,Inactive Investor,Mathew McKelvey,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",mathew.mckelvey@ml.com,,Salesforce
47045,,Joel Hernandez,Financial Professional,"Voya Financial Advisors, Inc.",joel.hernandez@voyafa.com,915-543-4902,
336192,,Christopher Rimmer,Head Of Asset Management Finance,Fiam Llc,christopher.rimmer@fmr.com,617-563-7000,Manual List Upload
11030891,Inactive Investor,Gustavo Medina,,J.P. Morgan Securities LLC Marietta GA 125 Barrett Pkwy,gustavo.medina@jpmorgan.com,,Salesforce
10856869,Inactive Investor,Ron Bekins,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Palm Beach FL 140 Royal Palm Way",bekinsr@stifel.com,,Salesforce
9551994,,Edith Braun,,,ebraun@gghc.com,,List import
10853447,Inactive Investor,James Galante,Investment Advisor Representative,Commonwealth Financial Network Prescott AZ 700 S Montezuma St,jgalante@commonwealth.com,,Salesforce
11041663,Inactive Investor,Bryon Oines,,"Osaic Wealth, Inc. Sioux City IA 5764 Sunnybrook Dr",,,Salesforce
11122503,Inactive Investor,Christian Lacroix,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
9615188,,Cory Conway,,,conwaylcpl@yahoo.com,,List import
11183165,Inactive Investor,Ashby Dawson,,"Kingsview Wealth Management, LLC Amarillo TX 6900 W Interstate 40",adawson@kingsview.com,,Salesforce
10984000,Inactive Investor,Michael Mohn,,PFS Investments Inc. Madison WI 2916 Syene Rd,mmohn@primerica.com,,Salesforce
10823568,Inactive Investor,Lawrence Marciano,,"The Investment Center, Inc. Montville NJ 350 Main Rd",lmarciano@investmentctr.com,,Salesforce
10893951,Inactive Investor,Mark Fronczek,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,mark.fronczek@primerica.com,,Salesforce
186681,,Jean Dutil,,[Unknown],jjdutil@yahoo.ca,,Organic Search
10909757,Inactive Investor,Sean Worthington,Regional Banking Director,"Charles Schwab & Co., Inc. Oxnard CA Private Residence",sean.worthington@schwab.com,,Salesforce
343390,, -,,[[Unknown]],littlegucci@optonline.net,,Organic Search
10812509,Inactive Investor,Kevin Dupree,,"Allstate Financial Services, LLC Reston VA 1760 Reston Pkwy",kevindupree@allstate.com,,Salesforce
9641989,,Shane Tharp,,,tharpshane@gmail.com,,List import
10926255,Inactive Investor,Gary Lavallee,,"Silver Oak Securities, Incorporated East Longmeadow MA 96 Shaker Rd",,,Salesforce
11072744,Inactive Investor,Gordon Bitler,,Lincoln Investment Berwick PA 1214 State Rte 93,gbitler@lincolninvestment.com,,Salesforce
8176193,,Ryan Cornell,,,ryan.cornell@nomadmktg.com,,3rd Party Lead Gen
10980988,Inactive Investor,Koloni Borys,,LPL Financial LLC Louisville CO 1849 Cherry St,koloni.borys@lpl.com,,Salesforce
9609665,,ddda d,,,asdfasd@t.com,,List import
10960205,Inactive Investor,Gerald Emerson,Financial Advisor,"Pruco Securities, LLC. Collierville TN Private Residence",gerald.emerson@prudential.com,,Salesforce
11094470,Inactive Investor,Lynn Goebel,,"ValMark Securities, Inc.",lynn.goebel@valmarksecurities.com,,Salesforce
336702,,Mike Gibb,"Director, Business Development, Asia",Martin Currie Inc,mgibb@martincurrie.com,441-312-295252,Manual List Upload
9549779,,Jason Murray,,,jsmurray77@gmail.com,,List import
10992727,Inactive Investor,Oscar Garcia,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,oscar.garcia@jpmorgan.com,,Salesforce
11142834,Inactive Investor,George Smojver,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kalamazoo MI 6800 W Q Ave",george.g.smojver@ampf.com,,Salesforce
11151395,Inactive Investor,Shayne Fickling,Financial Advisor,"Calton & Associates, Inc. Verona WI 7481 Felton Dr",shayne.fickling@calton.com,,Salesforce
11193245,Inactive Investor,Charles Knight,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,charles.knight@primerica.com,,Salesforce
124739,,Billy Mitchell,Wealth Advisor,"Stratos Wealth Partners, Ltd",bmitchell@stratoswealthpartners.com,318-331-6699,
186011,,CHEE KEONG TEE,,[Unknown],teeck88@gmail.com,,source
218896,,Dennis Lawrence,,[Unknown],dennis75014@gmail.com,,Direct
9629146,,Jason Johnson,,,johnsonholdings74@gmail.com,,List import
11040526,Inactive Investor,Donaldo Cabezzas,,"Farmers Financial Solutions, LLC Gilbert AZ 625 N Gilbert Rd",dcabezzas@farmersagent.com,,Salesforce
11101183,Inactive Investor,Laryn Vella,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",laryn.fuerst@ml.com,,Salesforce
10802940,Inactive Investor,Jan Williams,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",jan.williams@equitable.com,,Salesforce
219034,,Patrick Harder,,[Unknown],pharder12@gmail.com,,Direct
10985358,Inactive Investor,Claudia Melendez Deza,,PFS Investments Inc. Derwood MD 7642 Standish Pl,cmelendez@primerica.com,,Salesforce
11059697,Inactive Investor,Scott Paul,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,scott_paul@vanguard.com,,Salesforce
11019658,Inactive Investor,Ronald Robinson,,"Northwestern Mutual Investment Services, LLC Ontario CA 3633 Inland Empire Blvd",ronald.robinson@nm.com,,Salesforce
11202528,Inactive Investor,Mary Gauldin,,"AE Financial Services, LLC Topeka KS 4125 SW Gage Center Dr",,,Salesforce
11126115,Inactive Investor,Abigail Dewit,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
11143424,Inactive Investor,Yakub Mathew,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",yakub.mathew@wellsfargoadvisors.com,,Salesforce
9627160,,Tamer Ali Ali,,,tamer.ali@optusbc.com.au,,List import
10836666,Inactive Investor,Matthew Clemens,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",matthew.clemens@rbc.com,,Salesforce
10776007,Inactive Investor,Gary Kilbourn,Senior Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,gary.kilbourn@ubs.com,,Salesforce
9562570,,Kevin Conner,,,kconner@westrockpartners.com,,List import
10487825,,John Russell,Vice President,"Carter Advisory Services, Inc",trussell@cascfm.com,,List Import
11056352,Inactive Investor,James Fago,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10939940,Inactive Investor,Robertrese Allen,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,robertrese.allen@primerica.com,,Salesforce
10997427,Inactive Investor,James Hedrick,,Edward Jones Greensburg IN 1201 N Lincoln St,,,Salesforce
11230883,Inactive Investor,Aiden Brown,Financial Advisor,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",aiden.brown@equitable.com,,Salesforce
11160433,Inactive Investor,Stephen Stanford,Investment Advisor;Senior Investment Advisor,Portsmouth Financial Services Fairhope AL Private Residence,stanford@portsmouthfinancial.com,,Salesforce
9581219,,Josh Warren,,,jwarren@elogicww.com,,List import
10897462,Inactive Investor,Jason Robinson,Financial Advisor,Edward Jones Norman OK 2812 Washington Dr,jason.robinson@edwardjones.com,,Salesforce
10910585,Inactive Investor,Nieda Washington,,Vanguard Marketing Corporation,nieda_washington@vanguard.com,,Salesforce
11126943,Inactive Investor,Ester Viti,,Park Avenue Securities LLC Chicago IL 20 S Clark St,,,Salesforce
10905881,Inactive Investor,Alison Althof,,GWN Securities Inc. Scottsdale AZ Private Residence,aalthof@gwnsecurities.com,,Salesforce
10772824,Inactive Investor,James Allen,Financial Advisor,LPL Financial LLC Knoxville TN 924 Scenic Dr,jamesr.allen@lpl.com,,Salesforce
10982446,Inactive Investor,Warren Huton,,"Pruco Securities, LLC. Newark NJ 213 Washington St",warren.huton@prudential.com,,Salesforce
10944140,Inactive Investor,Rogerio Silva,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",rogerio.silva@ml.com,,Salesforce
11046688,Inactive Investor,Pamela Thompson,First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,pamela.thompson@ubs.com,,Salesforce
11082585,Inactive Investor,Jazmine Martinez,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11116441,Inactive Investor,Jalmar Vega,Relationship Banker,"Wells Fargo Clearing Services, LLC Miami Beach FL 9401 Harding Ave",jalmar.vega@wellsfargo.com,,Salesforce
10925774,Inactive Investor,Charles Balfour,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",david.balfour@nm.com,,Salesforce
9567393,,Laks ramachandran,,,rlaks1@yahoo.com,,List import
11004243,Inactive Investor,Joseph Perrini,,Cetera Advisor Networks LLC Tampa FL 3708 W Swann Ave,,,Salesforce
11045734,Inactive Investor,Vern Corneliusen,,LPL Financial LLC Chandler AZ 575 W Chandler Blvd,vern.corneliusen@lpl.com,,Salesforce
9571990,,Garrick Becker,,,garrick.becker@fmr.com,,List import
11085099,Inactive Investor,Peggy Rouillier,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Nashville TN 237 Old Hickory Blvd",peggy.rouillier@concoursefinancial.com,,Salesforce
9581499,,Robert Thurman,,,rthurman@massmutual.com,,List import
10489579,,Adam Haw,Vice President,Fisher Investments,a.haw@fi.com,,List import
11027279,Inactive Investor,Olalekan Lawal,,Goldman Sachs & Co.,,,Salesforce
9546815,,Keith Bernardy,,,keith.bernardy@kmsfinancial.com,,List import
10786983,Inactive Investor,Christopher Smith,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,christopher.x.smith@morganstanley.com,,Salesforce
9626322,,Seraj Baltu,,,serajbaltu@gmail.com,,List import
10918064,Inactive Investor,Jon Desmidt,,"Osaic Wealth, Inc. Richmond VA 2104 W Laburnum Ave",,,Salesforce
11115486,Inactive Investor,Trisha Howse,Financial Advisor,LPL Financial LLC Brawley CA 605 W H St,trisha.howse@lpl.com,,Salesforce
10990260,Inactive Investor,Kaity Berry,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",kaity.berry@nm.com,,Salesforce
11098976,Inactive Investor,Denise Pacione,Financial Advisor,Edward Jones Lisle IL 5980 State Rte 53,denise.pacione@edwardjones.com,,Salesforce
11002457,Inactive Investor,Dustin Insley,,Sigma Financial Corporation,,,Salesforce
9573367,,Andrew Keane,,,andrew.m.keane@gmail.com,,List import
11260276,Inactive Investor,Youa Lee,Client Service Specialist,"Ameriprise Financial Services, LLC Appleton WI 39 Park Pl",,,Salesforce
10969537,Inactive Investor,Robin Heward,Service Manager,"Wells Fargo Clearing Services, LLC Springville UT 119 S Main St",,,Salesforce
11185803,Inactive Investor,Andrea Sheren,,"Allstate Financial Services, LLC Middle Island NY 171 Middle Country Rd",andreasheren@allstate.com,,Salesforce
11069587,Inactive Investor,Marie Ruane,,Morgan Stanley,,,Salesforce
10777539,Inactive Investor,Joseph Hickey,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,joseph.hickey@morganstanley.com,,Salesforce
10849233,Inactive Investor,Christopher Miller,,"Equitable Advisors, LLC Greenville SC 750 Executive Center Dr",christopher.miller@equitable.com,,Salesforce
11052757,Inactive Investor,Douglas Hancock,,"Pathway Wealth Management, LLC",,,Salesforce
10816285,Inactive Investor,Lourdes Martinez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11114915,Inactive Investor,Gregg Sherman,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,greggsherman.team@fidelity.com,,Salesforce
332411,,Kade Hancock,,[Unknown],kade@room-turn.com,,source
11193257,Inactive Investor,Donovan Dickens,,PFS Investments Inc. Carson CA 454 E Carson Plaza Dr,donovan.dickens@primerica.com,,Salesforce
339627,,Michele Troutman,Office Manager,"Planning Directions, Inc.",mtroutman@commoncentsplanning.com,610-361-0865,Manual List Upload
9604326,,Brian Wenocur,,,brianwenocur@gmail.com,,List import
11192141,Inactive Investor,Lisa Hallenbeck,Senior Branch Office Administrator,Edward Jones Mukwonago WI 827 S Rochester St,,,Salesforce
10766326,Inactive Investor,Daniel Kimes,,J.P. Morgan Securities LLC Fort Wayne IN 10120 Coldwater Rd,daniel.h.kimes@jpmorgan.com,,Salesforce
9625804,,Gerardo Rueda,,,gerardo.rueda@kandorglobal.com,,List import
9625046,,Rich Monge,,,rich.monge@gmail.com,,List import
11200482,Inactive Investor,Dahlia Daley,President,"Daley Capital, Inc",,,Salesforce
11091599,Inactive Investor,Debra Carroll,,State Farm VP Management Corp. Sun City Center FL 957 E del Webb Blvd,,,Salesforce
10612396,,David Van Schaik,Financial Advisor,,david.j.vanschaik@ampf.com,,List Import
11203056,Inactive Investor,Daniel Ball,Chief Compliance Officer;General Counsel;Principal,SPC Financial Inc,dball@spcfinancial.com,,Salesforce
9553210,,OMAR CARREGOSA SANTOS,,,oomar.sam@gmail.com,,List import
11004436,Inactive Investor,Ibrahim Diane,Chief Compliance Officer;Managing Member;Principal,"Hilbert 8, LLC",idiane@hilbert8.com,,Salesforce
11126135,Inactive Investor,Paul Mcbreen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11109390,Inactive Investor,Daniel Helmick,,First Manhattan Securities LLC,dhelmick@firstmanhattan.com,,Salesforce
11040349,Inactive Investor,Joshua Cropp,Wealth Advisor,"HHM Wealth Advisors, LLC",jcropp@hhmwealth.com,,Salesforce
10947861,Inactive Investor,Alisha Cochran,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
10948265,Inactive Investor,Chenwei Ni,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 27411 Hawthorne Blvd",chenwei.ni@ml.com,,Salesforce
11228871,Inactive Investor,Gerardo Granados Cisneros,,J.P. Morgan Securities LLC Las Vegas NV 2393 E Tropicana Ave,gerardo.granados-cisneros@jpmorgan.com,,Salesforce
11177825,Inactive Investor,Donald Levy,Family Wealth Director;Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director;Senior Vice Presiden,Morgan Stanley,donald.i.levy@morganstanley.com,,Salesforce
10913638,Inactive Investor,Thu Autumn Smith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11036410,Inactive Investor,Christopher Todryk,,Robert W. Baird & Co. Incorporated,ctodryk@rwbaird.com,,Salesforce
11076512,Inactive Investor,William Summers,Principal,Integrated Capital Planning LLC,,,Salesforce
10646900,,Gordon Bauer,,,gordon.bauer@lpl.com,,List Import
10812775,Inactive Investor,William Thorne,Financial Advisor,Edward Jones Houston TX 1035 Dairy Ashford Rd,bill.thorne@edwardjones.com,,Salesforce
9599838,,Jeffrey Elowe,,,jelowe@laramargroup.com,,List import
346784,,Anick Sivret,"Vice President, Finance",Axium Infrastructure Us Inc.,asivret@axiuminfra.com,646-449-9058,Manual List Upload
9585411,,Eric Stuart,,,estuart@huroncapital.com,,List import
11209806,Inactive Investor,Hunter Stollman,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",hunter.stollman@nm.com,,Salesforce
10853002,Inactive Investor,Kevin Londos,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",kevin.londos@nm.com,,Salesforce
10986860,Inactive Investor,Marcus Richbourg,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",marcus.richbourg@firstcitizens.com,,Salesforce
10978726,Inactive Investor,Viktoria Falus,Wealth Manager,Lido Boulder CO 4840 Pearl East Cir,vfalus@lidoadvisors.com,,Salesforce
10803729,Inactive Investor,John Viers,Financial Advisor,"Ameriprise Financial Services, LLC Marion OH 255 Executive Dr",john.d.viers@ampf.com,,Salesforce
9644323,,Isaac Mukhwana,,,mukhwanaisaac3@gmail.com,,List import
11121032,Inactive Investor,Seyednaser Mousavi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 971 Blossom Hill Rd",,,Salesforce
11166170,Inactive Investor,Gregory Milazzo,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Morristown NJ 163 Madison Ave",greg.milazzo@raymondjames.com,,Salesforce
11219019,,Kenneth Watson,,,watsonk@ceteranetworks.com,,Other
230941,, -,,[[Unknown]],hunter.house@alumni.usc.edu,,
9869570,,Alexandre Bourdais,,,bourdaisalexandre35111@gmail.com,,Web form fillout
11119318,Inactive Investor,Jullian Edwards,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
11060673,Inactive Investor,Elena Skok,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
205676,,Honghao Qiu,,[Unknown],honghaoq@gmail.com,,Paid Social
1986995,,Steve Phakeovilay,,[Unknown],sethphakeovilay@yahoo.com,,
9642003,,Craig Pirtle,,,craigpirtle@brileywealth.com,,List Import
9550939,,Adam Weiner,,,aweiner@nwimgmt.com,,
10891923,Inactive Investor,Winston Trotter,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 2221 E Lamar Blvd",winston.trotter@ampf.com,,Salesforce
9631065,,Andrea Sorace,,,sorace.andrea@gmail.com,,List import
10908732,Inactive Investor,Brittany Metz,,"Raymond James Financial Services, Inc. Rockton IL 1116 Cannell Ct",brittany.metz@raymondjames.com,,Salesforce
10811208,Inactive Investor,Timothy Leveroni,Financial Advisor,LPL Financial LLC Milton MA Private Residence,timothy.leveroni@lpl.com,,Salesforce
10875134,Inactive Investor,Colleen Chrisman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",colleen.chrisman@ml.com,,Salesforce
227285,, -,,[[Unknown]],billfallon54321@gmail.com,,Organic Search
9592612,,Luke Pinto,,,lukepinto@gmail.com,,List import
10878410,Inactive Investor,Paul Sutherland,Financial Advisor,"Independent Financial Group, LLC Grants Pass OR 1454 NW 6th St",,,Salesforce
9592910,,John Roth,,,jroth@freemanspogli.com,,List import
10753705,Inactive Investor,Shahmir Moussavi,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Pleasanton CA 4900 Hopyard Rd",shahmir.moussavi@wellsfargoadvisors.com,,Salesforce
11100467,Inactive Investor,Gulsanga Jalawan,Wealth Planning Advisor,Integrated Wealth Concepts LLC Arlington VA 3100 Clarendon Blvd,gul.jalawan@ifpadvisor.com,,Salesforce
9560059,,Yes Jomilo,,,jomeselouis@gmail.com,,List import
10951236,Inactive Investor,Kuansay Khamphilanouvong,,"U.S. Bancorp Investments, Inc. Cedar Rapids IA 222 2nd Ave SE",,,Salesforce
207954,,William Jennette,"Private Wealth Advisor, Vice President","Synovus Securities, Inc.",mattjennette@synovus.com,205-868-4801,
10840167,Inactive Investor,Rachel Wilson,Associate Financial Advisor,"Ameriprise Financial Services, LLC Boone IA 801 Keeler St",rachel.wilson@ampf.com,,Salesforce
11220912,,Joseph Allessie,,,jallessie@harrisassoc.com,,List Import
236897,, -,,[[Unknown]],james.aitchison@emwmanagement.com,,Organic Search
10981786,Inactive Investor,Kevin Erskin,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,kerskin@primerica.com,,Salesforce
11048096,Inactive Investor,James Chau,,NYLIFE Securities LLC Haymarket VA Private Residence,jchau01@ft.newyorklife.com,,Salesforce
335365,,Joseph Nasr,Managing Director,"Stellus Capital Management, Llc",jnasr@stelluscapital.com,713-292-5400,Manual List Upload
9544328,,Rohit Mittal,,,rohit09@gmail.com,,List import
11055567,Inactive Investor,Richard Flecca,,"International Assets Advisory, LLC Winter Park FL Private Residence",rflecca@iaac.com,,Salesforce
11152604,Inactive Investor,Tiffany Keaton,,J.P. Morgan Securities LLC Sylvania OH 5756 Monroe St,tiffany.keaton@jpmorgan.com,,Salesforce
10841454,Inactive Investor,Derek Knoernschild,Financial Consultant,Thrivent Investment Management Inc. Knoxville TN 531 Callahan Dr,derek.knoernschild@thrivent.com,,Salesforce
10696284,,Peter Smolowitz,,TIAA,peter.smolowitz@tiaa.org,,List Import
11017224,Inactive Investor,Kayla Hall,Wealth Management Advisor,"Great Valley Advisor Group, Inc. Minneapolis MN 6550 York Ave S",khall@greatvalleyadvisors.com,,Salesforce
10876443,Inactive Investor,Joshua Hurt,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",joshua.hurt@nm.com,,Salesforce
10855513,Inactive Investor,Margie Kramer,,"Wells Fargo Clearing Services, LLC Tallahassee FL 3529 Thomasville Rd",,,Salesforce
4786527,,Jinhyoung Jung,,,mrrosef3@gmail.com,,Web Form Fillout
10878538,Inactive Investor,William Wykle,Director - Investments,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,will.wykle@morganstanley.com,,Salesforce
10948520,Inactive Investor,Richard Levin,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,rick.levin@fmr.com,,Salesforce
9634451,,Neal Tyson,,,ntyson@msllc.com,,List import
9576970,,Blair Rice,,,brice@massmutual.com,,List import
11007140,Inactive Investor,Cameron Crone,,"LaSalle St Securities, L.L.C. Odessa TX 4820 E University Blvd",cameronc@lasallest.com,,Salesforce
9572166,,Hossein Ekrami,,,ekrami@perceptivelife.com,,List import
223720,,Balraj Cheema,,Balraj Singh Cheema,rajcfinancial@gmail.com,,Event
11036934,Inactive Investor,Scott Davies,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",,,Salesforce
10931248,Inactive Investor,Brett Vandervort,Financial Advisor,Edward Jones Tulsa OK 11917 S Norwood Ave,brett.vandervort@edwardjones.com,,Salesforce
9625955,,Earl Aussenberg,,,eca5@hotmail.com,,List import
9560852,,Matthew Asiaf,,,matthewasiaf@gmail.com,,List import
11190195,Inactive Investor,Jack Frost,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Joliet IL 810 Diamond K Ln",,,Salesforce
11105460,Inactive Investor,John Wahlers,Managing Member,Summit Investment Advisory Group LLC,jwahlers@siagusa.com,,Salesforce
11218892,,Shyla Gibson,,,sgibson@nelson-securities.com,,Other
11164711,Inactive Investor,Eric Gadonneix,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",eric.gadonneix@ml.com,,Salesforce
9552018,,Maurice Wiggs,,,maurice.wiggs@suntrust.com,,List import
10486519,,Timothy Stark,Financial Advisor,"MML Investors Services, LLC",tstark@financialguide.com,,List Import
10804953,Inactive Investor,Christopher Logan,,"VALIC Financial Advisors, Inc. Ridgeland MS 113 W Jackson St",christopher.logan@valic.com,,Salesforce
11168651,Inactive Investor,Benjamin Carr,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10788374,Inactive Investor,Brent Buckley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,brent.buckley@fidelity.com,,Salesforce
9555781,,Shannon Pitner,,,shannon.pitner@nautiluswealthadvisors.com,,List import
10951813,Inactive Investor,Lisa Hutter,Client Advisor;Partner,IronOak Wealth LLC,lisa@ironoakwealth.com,,Salesforce
10991389,Inactive Investor,Alexander Fullerton,,"International Assets Advisory, LLC Hollywood FL 11011 Sheridan St",afullerton@iaac.com,,Salesforce
9583794,,Carolyn Hylton,,,chylton@akrecapital.com,,List import
10847704,Inactive Investor,Steven Roge,Chief Executive Officer;Chief Investment Officer;Portfolio Manager;Regulatory Contact,"R.W. Roge & Company, Inc Beverly MA 900 Cummings Ctr",steven@rwroge.com,,Salesforce
11203074,Inactive Investor,Tera Probst,Chief Investment Officer;Partner,"Sound Legacy Wealth Advisors, LLC",,,Salesforce
11016517,Inactive Investor,Jackson Lautenschlager,,"Osaic Wealth, Inc. Greenville WI N1726 Hyacinth Ln",,,Salesforce
10698133,,Aliyu Ilyasu,,,aliyuilyasu000@gmail.com,,Web Form Fillout
9574516,,Robert Florian,,,bobflorian@florianfinancialgroup.com,,List import
11221839,,Brad Bestgen,,,bbestgen@cfnmail.com,,List Import
11056458,Inactive Investor,Lori Fenelon,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",lori.halopoff@tfaconnect.com,,Salesforce
9550563,,Jeffrey Jones,,,jeffreycjones@hotmail.com,,List import
11146645,Inactive Investor,Susan Gescheidle,Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,susan.gescheidle@morganstanley.com,,Salesforce
11044940,Inactive Investor,Heriberto Muro,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 1699 Coral Way",heriberto.muro@wellsfargo.com,,Salesforce
11186460,Inactive Investor,Eric Arkin,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",earkin@royalaa.com,,Salesforce
11233961,Inactive Investor,Ali Schmitt,Registered Client Service Associate,Morgan Stanley Oak Brook IL 2211 York Rd,,,Salesforce
9620605,,harisch sood,,,harisch.sood@gmail.com,,List import
11131767,Inactive Investor,Matthew Jacob,,"MML Investors Services, LLC Liverpool NY Private Residence",matthewjacob@financialguide.com,,Salesforce
241088,,Douglas Roa,,[Unknown],dozerr66@yahoo.com,,Direct
11204916,Inactive Investor,Amanda Ransom,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",amanda_price-ransom@ml.com,,Salesforce
11054854,Inactive Investor,Jieli Lu,,Citigroup Global Markets Inc.,,,Salesforce
11191144,Inactive Investor,Jose Urizar,Partner,Filon Capital Coral Gables FL 2525 Ponce de Leon Blvd,,,Salesforce
10849996,Inactive Investor,Emily Dolan,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 333 S 7th St",emily.korbmacher@wfafinet.com,,Salesforce
9567598,,Clarence Graves,,,ccoats761@msn.com,,List import
10863105,Inactive Investor,Katrina Naples,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10887859,Inactive Investor,Melony Harris,,Commonwealth Financial Network Denver CO 7112 W Jefferson Ave,mharris@commonwealth.com,,Salesforce
11124840,Inactive Investor,Haig Shahinian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",haig.shahinian@ml.com,,Salesforce
9578085,,Derrick Alling,,,derrickalling@gmail.com,,List import
11204045,Inactive Investor,Dwayne Pierce,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,dwayneapierce@primerica.com,,Salesforce
10901217,Inactive Investor,Brian Levens,Financial Advisor,Edward Jones Sulphur LA 1530 Maplewood Dr,brian.levens@edwardjones.com,,Salesforce
9607764,,James Hyatt,,,jhyatt139@gmail.com,,List import
11171650,Inactive Investor,Jonathan Rodgers,Investment Advisor Representative,"Nova R Wealth, Inc.",jrodgers@novarwealth.com,,Salesforce
11090961,Inactive Investor,Adam Slowik,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,adam.slowik@ubs.com,,Salesforce
11110947,Inactive Investor,Harold Bowen,Chief Executive Officer;Chief Investment Officer;Director;President;Shareholder,"Bowen, Hanes & Co Inc",hjb3@bowenhanes.com,,Salesforce
10854581,Inactive Investor,Mohammad Zamani,,"CUSO Financial Services, L.P. Allentown PA 450 Union Blvd",,,Salesforce
9608304,,Michael Kavourias,,,mkavouri@optonline.net,,List import
11000784,Inactive Investor,Samantha Sanchez,,LPL Financial LLC Wausau WI 227521 Harrier Ave,samantha.sanchez@lpl.com,,Salesforce
11046627,Inactive Investor,Christopher Newbauer,,Sigma Financial Corporation Knox IN 1001 S Roosevelt Rd,,,Salesforce
9585221,,Ron Kerher,,,rkerher@calton.com,,List import
11127156,Inactive Investor,Maria Yezovich,Branch Administrative Supervisor,Robert W. Baird & Co. Incorporated Greensburg PA 540 Pellis Rd,myezovich@rwbaird.com,,Salesforce
10614352,,Andrea Owen-Boyd,Financial Advisor,,andrea.owenboyd@yahoo.com,,List Import
10614528,,Gregory Horne,Financial Advisor,,ghorne@nationwideplanning.com,,List Import
11200453,Inactive Investor,Darcy Darrell,Co-Founder;Owner,"Darrell Capital Management, LLC",,,Salesforce
10831721,Inactive Investor,Rebecca McGuire,,"Raymond James Financial Services, Inc. Oxford MI 28 S Washington St",rebecca.mcguire@raymondjames.com,,Salesforce
9545553,,Daniel Screen,,,danielscreen@hotmail.co.uk,,List import
9605659,,Anthony Davis,,,davisaj@gmail.com,,List import
11071103,Inactive Investor,Paul Nader,Financial Advisor;Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Freehold NJ 54 Hudson St",paul.p.nader@ampf.com,,Salesforce
10823028,Inactive Investor,Elona Gera,Financial Professional,"Equitable Advisors, LLC Syracuse NY 100 Madison St",elona.gera@equitable.com,,Salesforce
10878606,Inactive Investor,Edward Kapron,,"Beaconsfield Financial Services, Inc.",,,Salesforce
9596565,,Dalila D,,,slyingmax071@gmail.com,,List import
10767958,Inactive Investor,Katherine Richardson,Financial Advisor,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",kathy.richardson@wellsfargoadvisors.com,,Salesforce
10657753,,Ibrahim Jaber,,,ibrahim.jaber@chase.com,,List Import
9599621,,Brad Poppell,,,kryptobird@protonmail.com,,List import
9637938,,Robert Alvarez,,,ralvarez@omers.com,,List import
10880846,Inactive Investor,Timothy Mullen,Member,"Grey Street Capital, LLC Chicago IL 150 N Riverside Plz",,,Salesforce
11013057,Inactive Investor,Christopher Babcock,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
11202274,Inactive Investor,Stephen Speers,,Vanguard Marketing Corporation,stephen_speers@vanguard.com,,Salesforce
10831562,Inactive Investor,Robert Huffman,Chief Executive Officer;Co-Founder,"Relative Value Partners, LLC",,,Salesforce
9555682,,schye low,,,lowschye@hotmail.com,,List import
10832603,Inactive Investor,David Fernquist,Branch Manager;Registered Principal,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,david.fernquist@lpl.com,,Salesforce
11143230,Inactive Investor,Zachary Thorngate,,J.P. Morgan Securities LLC Grosse Pointe MI 685 Saint Clair St,zachary.thorngate@jpmorgan.com,,Salesforce
9607616,,Gustavo Póvoas,,,lgcpovoas@gmail.com,,List import
11133266,Inactive Investor,Gee Gee Quinones,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,gee-gee.quinones@jpmorgan.com,,Salesforce
9561081,,George Gelston,,,ggelston@massmutual.com,,List import
10828345,Inactive Investor,Sina Taghizadeh,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,sina.taghizadeh@morganstanley.com,,Salesforce
9547397,,Cameron Alderman,,,cjamesalderman@gmail.com,,List import
11200891,Inactive Investor,Joel Klinger,,Cetera Advisor Networks LLC Mount Freedom NJ 1250 Sussex Tpke,,,Salesforce
9596514,,Amy Aubin,,,aaubin@gluskinsheff.com,,List import
10936050,Inactive Investor,Patrick Hood,,"MML Investors Services, LLC",phood@massmutual.com,,Salesforce
10765332,Inactive Investor,Susan Haas,Financial Planning Analyst,Morgan Stanley Portland OR 760 SW 9th Ave,susan.haas@morganstanley.com,,Salesforce
10764600,Inactive Investor,Nancy Stokes,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,nancy.stokes@morganstanley.com,,Salesforce
9604037,,ERIC ROSE,,,eric.rose@cowen.com,,List import
10890068,Inactive Investor,Adam Provance,,Commonwealth Financial Network Joliet IL 950 Essington Rd,aprovance@commonwealth.com,,Salesforce
9566844,,Neeraj Jhawar,,,navderm@gmail.com,,List import
10775928,Inactive Investor,David Smith,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 1275 Rosecrans St",dwsmith@ml.com,,Salesforce
11019484,Inactive Investor,Timothy Nolan,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boston MA 60 State St",timothy.nolan@ampf.com,,Salesforce
11094640,Inactive Investor,Christopher Wade,Senior Vice President;Wealth Advisor,PCG Wealth Management,cwade@pcgstrategies.com,,Salesforce
10971875,Inactive Investor,Jason Calderwood,,"Valley Financial Management, Inc. West Palm Beach FL 1700 Palm Beach Lakes Blvd",jason.calderwood@leumiusa.com,,Salesforce
10888265,Inactive Investor,Charles Volpentesta,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",chuck.volpentesta@nm.com,,Salesforce
11195530,Inactive Investor,Robert Vollmer,,Cetera Advisors LLC Prescott AZ Private Residence,,,Salesforce
334796,,John Grissim,Limited Partner,Lincoln Advisors,jgrissim@lpc.com,312-345-8780,Manual List Upload
11074362,Inactive Investor,Matthew Kons,Financial Advisor;Member;Partner,BKM Wealth Management,matthew.kons@bkmwm.com,,Salesforce
10645244,,Richard Dowdle,,,rick.dowdle@lpl.com,,List Import
11063643,Inactive Investor,Mark Bakkum,Financial Professional,"BFC Planning, Inc. Bismarck ND 4501 Coleman St",,,Salesforce
9585126,,Timothy Hughes,,,tim.hughes@wealthspire.com,,List import
199031,,Wilmer Melendez,,[Unknown],wsergio0072@msn.com,,
339838,,Juan Pallordet,Member And Manager,Australis Partners (advisers) Llc,juan.pallordet@australispartners.com,646-885-0406,Manual List Upload
203234,,Name Name,,[Unknown],online@progressinwork.email,,source
11014439,Inactive Investor,Isaiah Hatt,,J.P. Morgan Securities LLC Boulder CO 603 S Broadway St,isaiah.hatt@jpmorgan.com,,Salesforce
85468,,Mitchel Zirlott,,United States,firemedic4734@yahoo.com,,
6474375,,Jdjdx Jsjdf,,,bvuxf@mailbox.in.ua,,Web form fillout
129159,,Rebecca Keenan,,[Unknown],keenanrr@gmail.com,,source
10962742,Inactive Investor,Connor Donahue,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10864625,Inactive Investor,Kevin Monroe,,"CapFinancial Securities, LLC.",kevin.monroe@captrustadvisors.com,,Salesforce
10928680,Inactive Investor,Justin Haschke,,Cetera Advisor Networks LLC Stephenville TX 3020 NW Loop,,,Salesforce
11174287,Inactive Investor,Ana Arango Londono,,J.P. Morgan Securities LLC Hoboken NJ 125 River St,ana.arango-londono@jpmorgan.com,,Salesforce
9646436,,JING ZHANG,,,zhangjingcreate@gmail.com,,List import
48048,,Kerri Melley,Financial Planner,"MML Investors Services, LLC",kmelley@massmutual.com,774-420-2092,
11135654,Inactive Investor,Theresa Chamblee,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,theresa.chamblee@fidelity.com,,Salesforce
9618220,,Jason Anderson,,,janderson@valueact.com,,List import
10888041,Inactive Investor,Christopher Dunlevy,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",christopher.dunlevy@53.com,,Salesforce
11062745,Inactive Investor,Richard Sandy,,Cetera Financial Specialists LLC Ocala FL 704 SW 3rd Ave,richard.sandy@ceterafs.com,,Salesforce
11034284,Inactive Investor,Anaii Salazar,,"Concourse Financial Group Securities, Inc. Las Vegas NV 9890 S Maryland Pkwy",anaii.salazar@concoursefinancial.com,,Salesforce
9592469,,Manjinder Singh,,,manjinder@snowcatfund.com,,List import
11059070,Inactive Investor,Jeffery Maynard,,LPL Financial LLC Fargo ND 3260 Veterans Blvd S,jeffery.maynard@lpl.com,,Salesforce
10882829,Inactive Investor,Marc Gensler,,Park Avenue Securities LLC New York NY 437 Madison Ave,marc_gensler@glic.com,,Salesforce
10802037,Inactive Investor,Darrel Smith,Chief Compliance Officer;Chief Executive Officer;President,First Nebraska Financial Services,dcsmith@firstnebraskafinancial.com,,Salesforce
10999555,Inactive Investor,Stephen Scuttaro,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",,,Salesforce
11155890,Inactive Investor,Andrew Cohen,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
11173399,Inactive Investor,Marc Goldstein,Director;Portfolio Strategist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11180118,Inactive Investor,Marcus Arnold,General Manager;Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Conyers GA 1506 Klondike Rd SW",marcus.arnold@concoursefinancial.com,,Salesforce
11208394,Inactive Investor,Stephen Mouse,Senior Client Associate,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",stephen.mouse@rbc.com,,Salesforce
9608346,,Paul Buckovich,,,flourchild2@verizon.net,,List import
10958261,Inactive Investor,Amir Dadabhoy,Corporate Retirement Director;Wealth Advisor,"BGW Wealth Advisors, LLC",,,Salesforce
11003041,Inactive Investor,Ricky Dukes,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,rdukes01@ft.newyorklife.com,,Salesforce
10768421,Inactive Investor,Helen Carey,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",helen.carey@usbank.com,,Salesforce
11178140,Inactive Investor,Lauren Burkhalter,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Ormond Beach FL 285 Clyde Morris Blvd,lauren.burkhalter@morganstanley.com,,Salesforce
10918931,Inactive Investor,Daniel Baird,,State Farm VP Management Corp. Austin TX 5750 Balcones Dr,,,Salesforce
11187723,Inactive Investor,Kenneth Steinmetz,Vice President - Wealth Management,Janney Montgomery Scott LLC Fort Lauderdale FL 200 SW 1st Ave,ksteinmetz@janney.com,,Salesforce
10488893,,Yanmin Young,,J.P. Morgan Securities LLC Plano TX 5976 W Parker Rd,yanmin.young@jpmorgan.com,,List Import
9605317,,Jackie Andreozzi,,,jackie.andreozzi@calibre.com,,List import
10912090,Inactive Investor,Pharlande Joseph,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 3451 NE 1st Ave,,,Salesforce
9559574,,Thomas O'Sullivan,,,osullivan.thomas.r@gmail.com,,List import
9587949,,Chucka Eya,,,chuckaeya@hotmail.com,,List import
10960262,Inactive Investor,Zachary Milot,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
229486,, -,,[[Unknown]],caserodizonchrystopher101@gmail.com,,
11040971,Inactive Investor,Andrew Phelan,Financial Advisor,Edward Jones Poplar Bluff MO 2445 N Westwood Blvd,andrew.phelan@edwardjones.com,,Salesforce
11089649,Inactive Investor,Chintana Griffin,Financial Planner,"Osaic FA, Inc. Honolulu HI 1164 Bishop St",chintana.griffin@lfg.com,,Salesforce
10650062,,Alak Das,,,alakdas@gmail.com,,Web Form Fillout
9614871,,Brian Grimes,,,mrg123@protonmail.com,,List import
10963832,Inactive Investor,Julie Distler,,Lakeridge Wealth Management LLC,julie@lakeridgewm.com,,Salesforce
11026284,Inactive Investor,Nedra Morrissette,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",nedra.crosby@ml.com,,Salesforce
11088283,Inactive Investor,Maxwell Vreeland,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,,,Salesforce
10756199,Inactive Investor,Fernando Arreola Tapia,Financial Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,fernando.arreola@morganstanley.com,,Salesforce
11237937,Inactive Investor,Jeffrey Weston,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jweston@performancetrust.com,,Salesforce
9571235,,Josh Lee,,,josh@kylinfund.com,,List import
10984228,Inactive Investor,Caitlyn Keller,,"Raymond James Financial Services, Inc.",caitlyn.keller@raymondjames.com,,Salesforce
8173,, -,,[[Unknown]],kholzrpi@gmail.com,,Initial Salesforce Import
10949247,Inactive Investor,Lexi Emmons,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10768672,Inactive Investor,Hilda Maloney,,"Wells Fargo Clearing Services, LLC Riverside NJ 6016 Rte 130",hilda.maloney@wellsfargoadvisors.com,,Salesforce
11186825,Inactive Investor,Matthew Rhodes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,matthew.rhodes@fidelity.com,,Salesforce
11171571,Inactive Investor,Timothy Stowell,Investment Advisor Representative,Commonwealth Financial Network Glastonbury CT 701 Hebron Ave,tstowell@commonwealth.com,,Salesforce
226695,, -,,[[Unknown]],joseph.davey@gmail.com,,Initial Salesforce Import
11120688,Inactive Investor,Kristen Bitterly,Head - Investments;Managing Director,Citigroup Global Markets Inc. Brooklyn NY Private Residence,kristen.bitterly@citigroup.com,,Salesforce
11005507,Inactive Investor,Jacqueline Corstange,,"Empower Financial Services, Inc Spartanburg SC Private Residence",jacqueline.corstange@empower.com,,Salesforce
11057704,Inactive Investor,Gabriel Choo,Financial Advisor,Edward Jones Orange CA 3111 N Tustin St,gabriel.choo@edwardjones.com,,Salesforce
7085131,,Dennis Smith,,,teoqvh@eurokool.com,,Web Form Fillout
10874186,Inactive Investor,Carol Sullivan,Associate,Thrivent Investment Management Inc. Shakopee MN 1226 4th Ave E,carol.woods@thrivent.com,,Salesforce
11135842,Inactive Investor,James Debona,,"Raymond James Financial Services, Inc. Macon GA 484 Mulberry St",james.debona@raymondjames.com,,Salesforce
10762409,Inactive Investor,Alice Baboushkin,,Cetera Advisors LLC Delray Beach FL Private Residence,alice.baboushkin@ceteraadvisors.com,,Salesforce
10900805,Inactive Investor,Joseph Cannon,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",joseph.m.cannon@nm.com,,Salesforce
10966173,Inactive Investor,Jeffrey Cornelius,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hixson TN 1945 Northpoint Blvd",,,Salesforce
10940478,Inactive Investor,Mitchel Odiaka,,Vanguard Marketing Corporation,mitchel_odiaka@vanguard.com,,Salesforce
11008790,Inactive Investor,Juan Viveros,,PlanMember Securities Corporation,jviveros@planmember.com,,Salesforce
5265695,,onu yas,,,lonib87910@nubotel.com,,Web Form Fillout
10768483,Inactive Investor,David O'Connor,Financial Consultant,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",david.oconnor@equitable.com,,Salesforce
10817035,Inactive Investor,James Bowdish,Financial Advisor,Edward Jones Raleigh NC 5565 Centerview Dr,jim.bowdish@edwardjones.com,,Salesforce
9579155,,helmuth zimmermann,,,hzi@tsgag.com,,List import
11021437,Inactive Investor,Luke Bauer,,"FBL Marketing Services, LLC Mcpherson KS 210 E Euclid St",luke.bauer@fbfs.com,,Salesforce
10510795,,Steve Schaefer,Principal,Hewes Communications,steve@hewescomm.com,,List Import
10822633,Inactive Investor,Robert Sharpstein,Financial Representative,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",robert.sharpstein@nm.com,,Salesforce
343573,,Colin Cunningham,"Director, Global Institutional Distribution",Irish Life Investment Managers Limited,colin.cunningham@ilim.com,003-531-7041200,Manual List Upload
11220741,,Bilqees Ikram,,,bikram@ftportfolios.com,,Other
10900594,Inactive Investor,James Cowles,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Carmel IN 4 Carter Grn,tcowles@rockco.com,,Salesforce
116739,,Brian Beasley,,"MML Investors Services, LLC",brianbeasley@financialguide.com,803-476-0378,
10967182,Inactive Investor,Allison Mcglynn,,Vanguard Marketing Corporation,allison.mcglynn@vanguard.com,,Salesforce
10791886,Inactive Investor,Andrew Goheen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,andrew.goheen@fidelity.com,,Salesforce
9638712,,Matthew Kelly,,,matthew_kelly@miopartners.com,,List import
11018570,Inactive Investor,Jason Chambliss,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jchambliss@primerica.com,,Salesforce
11070254,Inactive Investor,Nycole Freer,Chief Compliance Officer;Founder,Eden Financial,,,Salesforce
11150661,Inactive Investor,Kathleen Brandt,,LPL Financial LLC Stockton CA 10100 Trinity Pkwy,kathleen.brandt@lpl.com,,Salesforce
10781235,Inactive Investor,Glenn Towles,Financial Advisor,Morgan Stanley Baton Rouge LA 400 Convention St,glenn.towles@morganstanley.com,,Salesforce
10824264,Inactive Investor,Charles Mintz,Managing Director,"Raymond James & Associates, Inc. Wilmington NC 101 Autumn Hall Dr",charles.mintz@raymondjames.com,,Salesforce
11178230,Inactive Investor,David Whittemore,,"The Leaders Group, Inc.",,,Salesforce
10815487,Inactive Investor,Leroy Creech,Co-Founder;Financial Advisor,&Partners Sumter SC 10 Miller Rd,,,Salesforce
231666,, -,,[[Unknown]],limsangil22@gmail.com,,Paid Social
11193567,Inactive Investor,Shelley Lindsey,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",shelley.milligan@wellsfargoadvisors.com,,Salesforce
11024764,Inactive Investor,Brett Valderas,,"Avantax Investment Services, Inc.",,,Salesforce
10933049,Inactive Investor,Jason Peck,Financial Advisor,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",jason.peck@raymondjames.com,,Salesforce
11098925,Inactive Investor,Brian Parke,Chief Compliance Officer;Financial Advisor;Managing Member;Partner;Principal,"Connecticut Capital Management Group, LLC",bparke@connecticutcapital.com,,Salesforce
11071697,Inactive Investor,Jeffrey Middleton,,"U.S. Bancorp Investments, Inc. Ironton OH 120 S 3rd St",jeffrey.middleton@usbank.com,,Salesforce
11114617,Inactive Investor,Amy Wang,,Santander Securities LLC Quincy MA 1150 Hancock St,awang@santander.us,,Salesforce
8480416,,Adrian Przyboro,,wfa,adrian.przyboro@wfadvisors.com,,List Import
10614553,,Brian Greenberg,Financial Advisor,,bgreenberg@cambridgesecure.com,,List Import
78486,,Eric Brady,Financial Consultant,Thrivent Investment Management Inc.,eric.brady@thrivent.com,704-633-0722,
233937,, -,,[[Unknown]],nag22@nyc.rr.com,,
10814828,Inactive Investor,Laurel Long-Engel,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,laurel.long@morganstanley.com,,Salesforce
11184494,Inactive Investor,Karen Friedman,Shareholder,"Greycourt & Co., Inc.",,,Salesforce
10805986,Inactive Investor,Sidney Huguenin,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Frederick MD 30 W Patrick St,sidney.a.huguenin@morganstanley.com,,Salesforce
10896323,Inactive Investor,Jeffrey Phalen,,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,jphalen@moneyconcepts.com,,Salesforce
7062235,,jik ty,,,hijep48907@proexbol.com,,Web Form Fillout
10801687,Inactive Investor,Christopher Marcoux,Financial Advisor,Edward Jones Gainesville VA 7001 Heritage Village Plz,chris.marcoux@edwardjones.com,,Salesforce
10757688,Inactive Investor,Clayton Boothroyd,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,clayton.boothroyd@fidelity.com,,Salesforce
9624804,,Ambaw Bellete,,,ambaw@bellete.com,,List import
9595854,,Kaye O'boyle,,,koboyle@cornerstonewealthmgmt.com,,List Import
10840506,Inactive Investor,Marc Shuster,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,mshuster@ft.newyorklife.com,,Salesforce
11062087,Inactive Investor,Ty Perry,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10791022,Inactive Investor,Leonard Cole,Chief Compliance Officer;Financial Advisor;Managing Member;Tax Advisor,Team Wealth & Tax Advisors,,,Salesforce
10857223,Inactive Investor,David Trela,,GWN Securities Inc. Trenton MI Private Residence,dtrela@gwnsecurities.com,,Salesforce
11178930,Inactive Investor,Robert Ahern,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,robert.ahern@jpmorgan.com,,Salesforce
10813316,Inactive Investor,Lisette Jacobs,Regional Vice President,PFS Investments Inc. Lake Charles LA 1333 Oak Park Blvd,lisette.jacobs@primerica.com,,Salesforce
10960202,Inactive Investor,Thomas Gilboy,,"Equity Services, Inc. Chicago IL 1 N Franklin St",tgilboy@nationallife.com,,Salesforce
10786846,Inactive Investor,Jason Walters,,Fidelity Brokerage Services LLC,jason.walters@fidelity.com,,Salesforce
10961979,Inactive Investor,Paul Watkins,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
10959509,Inactive Investor,Robbie Luo,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,robbie_luo@vanguard.com,,Salesforce
210566,,Toby Todd,,Ericsson,toby.todd@sbcglobal.net,21244956469,
11201655,Inactive Investor,Mark Rich,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",mark.rich@lfg.com,,Salesforce
10854058,Inactive Investor,Timothy Moffitt,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",tim.moffitt@ampf.com,,Salesforce
9639466,,Gustavo Bikkesbakker,,,gbikkesbakker@meketagroup.com,,List import
157514,,S G,,[Unknown],sungongshi@gmail.com,,Paid Social
10975425,Inactive Investor,Ronnetta Dowdy,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 1710 S Andrews Ave",,,Salesforce
11022359,Inactive Investor,Patrick Thomas,,Park Avenue Securities LLC Ridgeland MS 795 Woodlands Pkwy,patrick_thomas@glic.com,,Salesforce
10657145,,John Mulyk,,,john.mulyk@countryfinancial.com,,List Import
11062922,Inactive Investor,Andres Pernett,,"Farmers Financial Solutions, LLC Chino CA 5663 Riverside Dr",apernett@farmersagent.com,,Salesforce
9561255,,Benjamin Jones,,,ben.jones@voyafa.com,,List import
10812192,Inactive Investor,Sam Beer,,PFS Investments Inc. Springfield MO 1911 S National Ave,sam.beer@primerica.com,,Salesforce
9626108,,Roger Compton,,,rogercompton@outlook.com,,List import
11045039,Inactive Investor,Scott Reisenweaver,,Cetera Advisors LLC Midlothian VA 116 Walton Park Ln,,,Salesforce
9556246,,Finian Kennedy,,,fkennedy@ayco.com,,List import
10933297,Inactive Investor,Gary Sherburne,,State Farm VP Management Corp. Spring TX 2833 Riley Fuzzel Rd,,,Salesforce
11051922,Inactive Investor,James Prim,Senior Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",jim_prim@ml.com,,Salesforce
10812135,Inactive Investor,Thomas Nitti,Associate Vice President - Investments;Branch Manager,"Raymond James & Associates, Inc. Key West FL 3154 Northside Dr",tom.nitti@raymondjames.com,,Salesforce
9543237,,Narcisa Benhamou,,,nbenhamou@floridahometrust.com,,List import
10937847,Inactive Investor,Walter Semeniak,,Innovation Partners LLC,wsemeniak@innovationpartnersllc.com,,Salesforce
11168848,Inactive Investor,Donald Tonelli,,"Osaic Wealth, Inc. San Jose CA 4990 Speak Ln",don.tonelli@osaicwealth.com,,Salesforce
11090488,Inactive Investor,James Kontopoulos,,"OneAmerica Securities, Inc. Northbrook IL Private Residence",,,Salesforce
10879748,Inactive Investor,Traci Vaught,Financial Advisor,Edward Jones Lake Havasu City AZ 2550 Kiowa Blvd N,traci.vaught@edwardjones.com,,Salesforce
11149787,Inactive Investor,James Michalski,,Citigroup Global Markets Inc.,,,Salesforce
10781563,Inactive Investor,George Spiropoulos,Family Wealth Director;Financial Advisor;Global Sports and Entertainment Director;Lending Specialist;Managing Director,Morgan Stanley Fair Haven NJ Private Residence,george.s.spiropoulos@morganstanley.com,,Salesforce
11189538,Inactive Investor,John Poels,,"Cambridge Investment Research, Inc. Beaver Dam WI 107 Front St",,,Salesforce
11136432,Inactive Investor,Joseph Asselta,,Vanguard Marketing Corporation,joseph_asselta@vanguard.com,,Salesforce
11230114,Inactive Investor,Nikolaos Kiourtzidis,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,nakiourtzidi@ft.newyorklife.com,,Salesforce
11235783,Inactive Investor,Todd Havemeister,Executive Vice President,"BlueSkye Investment Advisers, LLC",,,Salesforce
11053525,Inactive Investor,David Castro,Principal;Senior Financial Advisor,"Kovitz Investment Group Partners, LLC",dcastro@kovitz.com,,Salesforce
9603195,,Jerry Brawner,,,jerrybrawner@outlook.com,,List import
11165685,Inactive Investor,Edward Buffington,Financial Professional,"Equitable Advisors, LLC Dayton OH 7887 Washington Village Dr",edward.buffington@equitable.com,,Salesforce
10766799,Inactive Investor,Thomas Turk,Vice President,"Trubee Wealth Advisors, Inc.",tturk@trubeecollins.com,,Salesforce
9581824,,Ilja Braun,,,ilja.braun@bluewin.ch,,List import
10937452,Inactive Investor,Pierce Adams,Wealth Advisor,"Osaic Wealth, Inc. Metairie LA 3300 W Esplanade Ave S",,,Salesforce
11121983,Inactive Investor,David Sterner,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",david_j_sterner@ml.com,,Salesforce
11162749,Inactive Investor,Brian Ayres,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10882355,Inactive Investor,Derek Lussier,Financial Advisor,Edward Jones East Windsor CT 122 Prospect Hill Rd,derek.lussier@edwardjones.com,,Salesforce
10811387,Inactive Investor,Shawn Smith,Branch Manager - Private Wealth Management;Senior Vice President,Robert W. Baird & Co. Incorporated Boulder CO 1301 Canyon Blvd,sbsmith@rwbaird.com,,Salesforce
11082755,Inactive Investor,Nicole Gamelin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10896594,Inactive Investor,Casey Estep,,"Farmers Financial Solutions, LLC Elgin OK 9201 State Hwy 17",,,Salesforce
10827103,Inactive Investor,Joseph Frederick,Financial Advisor;Investment Advisor Representative,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",joseph.frederick@voyafa.com,,Salesforce
203039,,Omar Corona,,..,coronaz0892@gmail.com,8452747460,Organic Search
10596830,Inactive Investor,Dimple Patwardhan,,Dimple Patwardhan,,,Salesforce
11043967,Inactive Investor,Wesley Reed,Chief Compliance Officer;Financial Advisor,Three Magnolias Financial Advisors,wes@3-magnolias.com,,Salesforce
11039766,Inactive Investor,David Fleming,,"Kestra Investment Services, LLC",,,Salesforce
10830742,Inactive Investor,Robert Lyon,Financial Advisor,Edward Jones Oak Ridge TN 675 Emory Valley Rd,bob.lyon@edwardjones.com,,Salesforce
10884450,Inactive Investor,Thomas Knauer,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Lancaster PA 7 Meadow Ln,tom.knauer@thrivent.com,,Salesforce
10863398,Inactive Investor,Kathryn Cataldo,Financial Advisor,LPL Financial LLC Danvers MA 150A Andover St,kathryn.cataldo@lpl.com,,Salesforce
9604310,,Antony Shushpanov,,,shushpanovaa@outlook.com,,List import
10981596,Inactive Investor,Rigoberto Diaz,,J.P. Morgan Securities LLC Deerfield Beach FL 1100 E Hillsboro Blvd,rigoberto.diaz@chase.com,,Salesforce
9611700,,Will Benenson,,,will.benenson@lplfinancial.com,,List import
10959714,Inactive Investor,Kathy Dinh,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
11158871,Inactive Investor,Mark Stutzman,,Morgan Stanley Denver CO 250 Fillmore St,mark.stutzman@morganstanley.com,,Salesforce
9636234,,Stewart Henderson,,,stewart@tailwindadvisors.com,,List import
10811539,Inactive Investor,John Santillo,Associate Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",john.santillo@ampf.com,,Salesforce
11039788,Inactive Investor,Elizabeth Torres,,"CUSO Financial Services, L.P.",etorres@cusonet.com,,Salesforce
11190898,Inactive Investor,Ronald Rebaldo,,LPL Financial LLC Manorville NY 460 County Road 111,ronald.rebaldo@lpl.com,,Salesforce
10859954,Inactive Investor,Chad Thomley,Wealth Advisor,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,chad.thomley@thrivent.com,,Salesforce
10811134,Inactive Investor,Anthony Thompson,,"Sanford C. Bernstein & Co., LLC",anthony.thompson@bernstein.com,,Salesforce
11198365,Inactive Investor,Camden Plewe,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
10778813,Inactive Investor,Patricia Chabot,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",patricia.chabot@wellsfargoadvisors.com,,Salesforce
11016130,Inactive Investor,David Mudrock,Financial Advisor,PNC Investments Bethesda MD 7200 Wisconsin Ave,david.mudrock@pnc.com,,Salesforce
10820778,Inactive Investor,David Payne,Financial Professional,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
11023776,Inactive Investor,Andrew Markey,,PFS Investments Inc. Milton MA 424 Adams St,amarkey@primerica.com,,Salesforce
11038973,Inactive Investor,Laura Stover,Investment Advisor Representative,Optivise Advisory Services LLC,,,Salesforce
10869678,Inactive Investor,Mary Vertner,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 13400 Sutton Park Dr S",mary.vertner@ampf.com,,Salesforce
11074303,Inactive Investor,Daniel Eduardo Queiroz Machado De Lima,Investment Advisor,"Ameraudi Asset Management, Inc.",,,Salesforce
10875057,Inactive Investor,Maria Pantze,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",maria.pantze@nm.com,,Salesforce
10720337,,Kristofer Paetau,,,kristoferpaetau@gmail.com,,Web Form Fillout
11005413,Inactive Investor,Johnathon Smith,,"The Leaders Group, Inc.",johnathon@leadersgroup.net,,Salesforce
10837714,Inactive Investor,Matthew Wood,Senior Investment Management Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",matthew.wood@ml.com,,Salesforce
11050771,Inactive Investor,Gina Gurgiolo,,"Empower Financial Services, Inc Overland Park KS 14115 Manor Dr",gina.gurgiolo@empower.com,,Salesforce
10929254,Inactive Investor,Andrew Perry,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
229487,,Evgeniy -,,Evgeniy [[Unknown]],evgeniytarasenko93@gmail.com,,
11168239,Inactive Investor,Aaron Doker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10943717,Inactive Investor,Mark Passalacqua,,"Truist Investment Services, Inc. Peachtree City GA 103 City Cir",mark.passalacqua@truist.com,,Salesforce
10793215,Inactive Investor,Anne Faught,,"Charles Schwab & Co., Inc.",anne.faught@tdameritrade.com,,Salesforce
175834,,Aggie Worthington,"VP, Finance",[Unknown],aworthington@njhf.org, +1 908 731 6602,Database Upload
11099561,Inactive Investor,Daniel Smith,Chief Investment Officer,"Piedmont Capital Management, LLC",,,Salesforce
10494490,,David Fajardo,"Director - Capital Markets, Partner, Principal, Regulatory Contact","Castleview Partners, LLC",dfajardo@castleviewpartners.com,,List import
107454,,Bob Everson,Senior Director,Cisco,beverson.g@gmail.com,,
11172564,Inactive Investor,Larry Chadwick,,"Cambridge Investment Research, Inc. Wichita KS 13111 E 21st St N",,,Salesforce
10662307,,Nick Brown,,,nbrown@planning-group.com,,List Import
10970062,Inactive Investor,Eric Holden,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,eric.holden@fmr.com,,Salesforce
10957297,Inactive Investor,Elena Muller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,elena.muller@fmr.com,,Salesforce
10876189,Inactive Investor,John Kuhn,,"Wells Fargo Clearing Services, LLC",john.kuhn@wellsfargoadvisors.com,,Salesforce
10830408,Inactive Investor,Lisha Ge,Executive Director,Morgan Stanley New York NY 750 7th Ave,lisha.ge@morganstanley.com,,Salesforce
11145131,Inactive Investor,Brad Buterbaugh,,"MML Investors Services, LLC Indiana PA 39 N 7th St",ebradbuterbaugh@financialguide.com,,Salesforce
11016879,Inactive Investor,Shawn Mccarthy,,"Raymond James Financial Services, Inc. Honolulu HI 2411 S King St",shawn.mccarthy@raymondjames.com,,Salesforce
84125,,Tony Trinh,,United States,cryptonytrinh@gmail.com,,
10817475,Inactive Investor,Frank Davis,,"Osaic Wealth, Inc. Nashville TN 900 13th Ave S",,,Salesforce
10998915,Inactive Investor,Megan Shotzberger,,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",,,Salesforce
11069383,Inactive Investor,Dawn Parris,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",dawn.parris@gwrs.com,,Salesforce
11110176,Inactive Investor,Nicholas Clay,District Leader,PFS Investments Inc. Clifton Park NY 258 Ushers Rd,nicholascassiusclay@primerica.com,,Salesforce
10925768,Inactive Investor,Justin Bettinger,Financial Consultant,Thrivent Investment Management Inc. Albertville MN 10904 57th St NE,justin.bettinger@thrivent.com,,Salesforce
9575650,,Kevin Kozlowski,,,kevin.kozlowski@53.com,,List import
11103590,Inactive Investor,Jeffrey Lynn,,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,jeffrey.lynn@lpl.com,,Salesforce
10823260,Inactive Investor,Stephen Yager,,"Osaic Wealth, Inc. Wichita KS 300 W Douglas Ave",,,Salesforce
11055707,Inactive Investor,Jason Williams,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,,,Salesforce
11085801,Inactive Investor,Stuart Swift,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Cincinnati OH 221 E 4th St",stuart.swift@stifel.com,,Salesforce
11201393,Inactive Investor,Samuel Rogers,,Cetera Advisor Networks LLC Excelsior MN 441 2nd St,,,Salesforce
11181442,Inactive Investor,Prasanna Bhatia,,NYLIFE Securities LLC Monroe NJ Private Residence,pbhatia@ft.newyorklife.com,,Salesforce
10967434,Inactive Investor,Emily Brunke,,LPL Financial LLC Du Bois PA 5066 Shaffer Rd,emily.brunke@lpl.com,,Salesforce
372151,,Shawn Brick,,United States,lordhelpme@hotmail.com,,Salesforce
11151990,Inactive Investor,Patrick Currall,,"Signature Estate Securities, Inc. Newport Beach CA 610 Newport Center Dr",,,Salesforce
4179338,,Austin Akagu,Chief Compliance Officer,Trove Investment Advisors LLC,austin@troveapp.co,,Web Form Fillout
10873301,Inactive Investor,Kyle Randazzo,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kyle.randazzo@ml.com,,Salesforce
10931795,Inactive Investor,Michael Martens,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 6490 Centerville Business Pkwy",michael.martens@tfaconnect.com,,Salesforce
10596289,,Gerald Bischoff,,,geraldarnoldbischoff@gmail.com,,Web Form Fillout
11139066,Inactive Investor,Chase Victor,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11203709,Inactive Investor,Elena Graves,Chief Compliance Officer;Operations Manager,DeSERANNO Wealth Planning,elena@deseranno.com,,Salesforce
10939174,Inactive Investor,Beverly Taite,,"Cambridge Investment Research, Inc. Atlanta GA 2727 Paces Ferry Rd SE",,,Salesforce
11157991,Inactive Investor,Madison Kautzman,Client Service Specialist,"Ameriprise Financial Services, LLC Spokane WA 601 W 1st Ave",madison.kautzman@ampf.com,,Salesforce
10658232,,Todd Couture,,,tcouture@ft.newyorklife.com,,List Import
10872885,Inactive Investor,Michael Thayer,Chief Investment Officer,Financial Advocates Investment Management Hayden ID 8222 N Government Way,mthayer@financialadvocates.com,,Salesforce
9612860,,Rick Higgins,,,rickwwh202@gmail.com,,List import
10979894,Inactive Investor,Jesse Stubbs,Chief Compliance Officer;Managing Member;Owner;President,"Stubbs Investments, LLC",jesse@stubbsinvest.com,,Salesforce
11097611,Inactive Investor,Thomas Gajdalo,Financial Advisor,"Axxcess Wealth Management, LLC",tag@axxcesswealth.com,,Salesforce
9626238,,John Cochrum,,,jclaude8@hotmail.com,,List import
10682660,,Nicholas Luthi,,,nluthi1993@gmail.com,,Web Form Fillout
10878364,Inactive Investor,Mercedes Lane,Client Services Manager;Registered Assistant,Compass Rose Strategic Partners LLC,,,Salesforce
11118712,Inactive Investor,Danielle Mackey,Senior Client Associate,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,danielle.mackey@ubs.com,,Salesforce
11088654,Inactive Investor,Lili Monassebian,,"American Portfolios Financial Services, Inc. Floral Park NY 99 Tulip Ave",lmonassebian@americanportfolios.com,,Salesforce
335894,,Thomas Majewski,Managing Partner,Eagle Point Credit Management Llc,ir@eaglepointcredit.com,203-340-8500,Manual List Upload
11191738,Inactive Investor,Ravindranath Gondipalli,,"Cambridge Investment Research, Inc. Sunnyvale CA 690 W Fremont Ave",ravi@cambridgesecure.com,,Salesforce
10962135,Inactive Investor,Bridger Loyd,Financial Advisor,Edward Jones McKinney TX 6951 Virginia Pkwy,bridger.loyd@edwardjones.com,,Salesforce
11030148,Inactive Investor,Richard Hagan,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",rhagan@financialguide.com,,Salesforce
5803605,,Kristy Lee,,,hoyanlee50@gmail.com,7883300770,Web form fillout
9546240,,g m,,,glmeade@charter.net,,List import
11018092,Inactive Investor,Xiaochun Liu,,"Cambridge Investment Research, Inc. East Brunswick NJ 77 Milltown Rd",,,Salesforce
11099270,Inactive Investor,Joseph Klein,Investment Advisor Representative,"Equity Services, Inc. Rocky Hill CT 2275 Silas Deane Hwy",jklein@nationallife.com,,Salesforce
10834240,Inactive Investor,Terry Gries,Financial Advisor,LPL Financial LLC Monticello MN 1421 E 7th St,terry.gries@lpl.com,,Salesforce
11095299,Inactive Investor,Jack Carpenter,Financial Advisor,Edward Jones Coppell TX 220 S Denton Tap Rd,jack.carpenter@edwardjones.com,,Salesforce
10841489,Inactive Investor,Charles Beach,,"Cambridge Investment Research, Inc. Cincinnati OH Private Residence",,,Salesforce
11158431,Inactive Investor,Annleah Jones,,"Manning & Napier Investor Services, Inc. Saint Petersburg FL 150 2nd Ave N",ajones@manning-napier.com,,Salesforce
11179620,Inactive Investor,Christine Bennett,,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",,,Salesforce
11179401,Inactive Investor,Frank Fato,,"Truist Investment Services, Inc. Washington DC 3402 Wisconsin Ave NW",frank.r.fato@truist.com,,Salesforce
10778954,Inactive Investor,Gregory Cornelius,Financial Advisor,LPL Financial LLC Overland Park KS 7400 W 130th St,gregory.cornelius@lpl.com,,Salesforce
10791671,Inactive Investor,Ami McGowan,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",ami.mcgowan@ml.com,,Salesforce
10921502,Inactive Investor,Christopher Matthews,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
11171317,Inactive Investor,Craig Gower,,Vanguard Marketing Corporation,craig_gower@vanguard.com,,Salesforce
203289,,Alec Falkenberg,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",alec.falkenberg@tfaconnect.com,419-460-2393,
10984961,Inactive Investor,Anastasia Hensley,,PFS Investments Inc. Sidney IA 2822 Northridge Dr,ahensley@primerica.com,,Salesforce
9644490,,tian LAO,,,5389775@qq.com,,List import
10993503,Inactive Investor,Daniel Terbrack,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",daniel.terbrack@nm.com,,Salesforce
10956228,Inactive Investor,Teresa Smith,,"Geneos Wealth Management, Inc. Englewood CO 5251 DTC Pkwy",,,Salesforce
11229983,Inactive Investor,Lindsey Moore,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,lmmoore02@ft.newyorklife.com,,Salesforce
10925587,Inactive Investor,Marissa Mycek,,Vanguard Marketing Corporation,marissa_mycek@vanguard.com,,Salesforce
10937753,Inactive Investor,David Bean,,UBS Financial Services Inc.,,,Salesforce
10952785,Inactive Investor,Francisco Malfavon,,"Monex Securities, Inc. San Diego CA 350 10th Ave",fmalfavon@monexusa.com,,Salesforce
9612633,,Diane Mustain,,,dmustain@harrisassoc.com,,List import
10899183,Inactive Investor,Debra Talarico,Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",debra.talarico@ampf.com,,Salesforce
10768855,Inactive Investor,Daniel Ranfeld,,"Concourse Financial Group Securities, Inc. Castle Rock CO 751 Maleta Ln",daniel.ranfeld@concoursefinancial.com,,Salesforce
11001775,Inactive Investor,Erik Peterson,,"Charles Schwab & Co., Inc. Arnold MO Private Residence",,,Salesforce
10934193,Inactive Investor,David Slater,,"First Command Brokerage Services, Inc. Monterey CA 200 Camino Aguajito",daslater@firstcommand.com,,Salesforce
10928866,Inactive Investor,Wendy Folkers,Premier Banker,"Wells Fargo Advisors Financial Network, LLC Eau Claire WI 216 Pinnacle Way",wendy.folkers@wfafinet.com,,Salesforce
9642195,,Oseyemi Adeyemi,,,yemifasheun@gmail.com,,List import
10993036,Inactive Investor,Bryson Jenkins,Financial Advisor,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",brysonjenkins@financialguide.com,,Salesforce
10619732,,Gerald King,,,gking@fairhavenw.com,,List Import
11160401,Inactive Investor,Michael Resch,,"J. Alden Associates, Inc.",mresch@j-alden.com,,Salesforce
10861054,Inactive Investor,Michael Phipps,Executive Managing Director;Managing Director,New Republic Partners,michael.phipps@newrepublicpartners.com,,Salesforce
10778880,Inactive Investor,Tara Harris Josephs,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
11127449,Inactive Investor,Scott Johnston,,"Osaic Wealth, Inc. New City NY 244 N Main St",,,Salesforce
11003649,Inactive Investor,Andrew Pierce,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10808803,Inactive Investor,Cesar Elizondo,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",cesar.elizondo@ml.com,,Salesforce
11128552,Inactive Investor,Gregory Wilson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,gregory_wilson@vanguard.com,,Salesforce
228237,, -,,[[Unknown]],elaineloan@gmail.com,,Direct
9636151,,Sina Ghodsi,,,sina@venturiwealth.com,,List import
11217541,,Kristy Wade,,,kristy.garner@raymondjames.com,,Other
10970527,Inactive Investor,Jamie Corcoran,,Fidelity Brokerage Services LLC,jamie.corcoran@fmr.com,,Salesforce
10832771,Inactive Investor,Lauren Erickson Bennett,,Cetera Advisor Networks LLC Greensboro NC 301 N Elm St,ericksonbennettl@ceteranetworks.com,,Salesforce
10763809,Inactive Investor,Jeffrey McConnell,Private Wealth Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,jeffrey.mcconnell@morganstanley.com,,Salesforce
11203693,Inactive Investor,Patricia Eddy,Chief Compliance Officer;Chief Operating Officer;Member,"Oxford Planning Group, LLC Woodstock MD 10713 B Birmingham Way",,,Salesforce
11148676,Inactive Investor,Louis Cannataro,Founder;Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",louis.cannataro@nm.com,,Salesforce
10958272,Inactive Investor,Royden Cullinan,Chief Investment Officer;Principal,"Cullinan Associates, Inc.",,,Salesforce
10814398,Inactive Investor,William Williams,Director;Executive Vice President;Executive Vice President - Field Management,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
11129452,Inactive Investor,Nancy Stickel,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 330 N Washington St",nancy.stickel@wellsfargoadvisors.com,,Salesforce
11047705,Inactive Investor,David Perez,,Aegis Capital Corp.,,,Salesforce
10809979,Inactive Investor,Leonard Weiss,Senior Vice President - Investments,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",leonard.weiss@raymondjames.com,,Salesforce
11261250,Inactive Investor,Harry Martin,Senior Investment Consultant,GoalVest Advisory LLC Dallas TX Private Residence,harry@goalvestadvisory.com,,Salesforce
10616149,,Tracy White,,,tracy.white@53.com,,List Import
336734,,Eli Cohen,Member,"Catenary Alternatives Asset Management, Llc",eli@catenaryalts.com,305-677-6688,Manual List Upload
11172379,Inactive Investor,Chirag Shah,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Warrington PA 140 Easton Rd,chirag.shah@jpmorgan.com,,Salesforce
10893956,Inactive Investor,Charles Leonard,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",charles.leonard@ampf.com,,Salesforce
10839545,Inactive Investor,Sandra Herweyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",,,Salesforce
11051144,Inactive Investor,Kristina Bell-Taylor,Financial Advisor,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",kbelltaylor@voyafa.com,,Salesforce
10951877,Inactive Investor,Vanessa Wright,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10867390,Inactive Investor,Michael Barbarula,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michael.barbarula@jpmorgan.com,,Salesforce
10801524,Inactive Investor,Marc Chait,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",marc.chait@wellsfargoadvisors.com,,Salesforce
10959217,Inactive Investor,Mark Jones,,Cetera Advisor Networks LLC Scottsdale AZ 4800 N Scottsdale Rd,,,Salesforce
11123706,Inactive Investor,David Hein,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10953563,Inactive Investor,Neal Ballance,Financial Advisor,Edward Jones Lancaster TX 1115 N Dallas Ave,neal.ballance@edwardjones.com,,Salesforce
11076007,Inactive Investor,Katherine Mackey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",katherine.mackey@ml.com,,Salesforce
10998144,Inactive Investor,Erin Kennedy,User Interface Designer,"VALIC Financial Advisors, Inc. Lubbock TX Private Residence",,,Salesforce
10822050,Inactive Investor,Paul Genoese,,"Avantax Investment Services, Inc. Erial NJ Private Residence",,,Salesforce
10838162,Inactive Investor,Greg Miller,Investment Advisor;Managing Member,"Guardian Capital, LLC",,,Salesforce
10853973,Inactive Investor,John Parsons,President,Parsons Capital Management Inc,ged@parcap.com,,Salesforce
11130240,Inactive Investor,Jacob Junglas,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",jacob.t.junglas@hantzgroup.com,,Salesforce
11129560,Inactive Investor,Jake Greenwald,,Goldman Sachs & Co.,,,Salesforce
10876407,Inactive Investor,John Moore,,D.A. Davidson & Co. Ellensburg WA 314 N Pearl St,smoore@dadco.com,,Salesforce
236492,, -,,[[Unknown]],zanzicoffee@gmail.com,,
10814201,Inactive Investor,Michelle Beyers,,Commonwealth Financial Network Saint Charles IL 606 Riverside Ave,mbeyers@commonwealth.com,,Salesforce
9596098,,Caryn Peeples,,,caryn@210capital.net,,List import
10968647,Inactive Investor,Sean Leland,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,sean.leland.t2le@statefarm.com,,Salesforce
11038104,Inactive Investor,Bruce Horowitz,Financial Advisor,Commonwealth Financial Network Los Angeles CA 6767 Forest Lawn Dr,bhorowitz@commonwealth.com,,Salesforce
11176015,Inactive Investor,Nicholas Ferguson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10509987,,Sean Javellana,,3D Exhibits,java702@gmail.com,,List Import
10969483,Inactive Investor,Ross Atkin,,"Morgan Wilshire Securities, Inc.",,,Salesforce
10762252,Inactive Investor,Harry Buckman,,"Buckman, Buckman & Reid, Inc.",,,Salesforce
10915609,Inactive Investor,James Gillingham,Financial Professional,LPL Financial LLC Seattle WA 319 1st Ave S,jim.gillingham@lpl.com,,Salesforce
10960944,Inactive Investor,Kameron Olsen,Financial Advisor,Edward Jones Cedar Springs MI 4027 17 Mile Rd NE,kameron.olsen@edwardjones.com,,Salesforce
10941382,Inactive Investor,Matthew Manson,,"Cambridge Investment Research, Inc. Murfreesboro TN Private Residence",,,Salesforce
11037404,Inactive Investor,Matthew Macha,,Cetera Advisor Networks LLC Colorado Springs CO 7222 Commerce Center Dr,,,Salesforce
10948709,Inactive Investor,Naima Bakayoko,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ijamsville MD 3371 Worthington Blvd",naima.bakayoko@ml.com,,Salesforce
10902505,Inactive Investor,Maria Colon,Financial Advisor,Edward Jones Seattle WA 5660 24th Ave NW,,,Salesforce
11045424,Inactive Investor,Gerry Powery,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",gerry.powery@wellsfargoadvisors.com,,Salesforce
11210889,Inactive Investor,Gregory Gulick,,"The Investment Center, Inc. Dallas TX 17250 Dallas Pkwy",ggulick@investmentctr.com,,Salesforce
10760652,Inactive Investor,Neelam Farooq,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,neelam.farooq@fidelity.com,,Salesforce
10936585,Inactive Investor,Agustin Lopez,,"Allstate Financial Services, LLC Denver CO 8525 W Colfax Ave",agustinlopez@allstate.com,,Salesforce
10648313,,Adam Pettyes,,,adam.pettyes@fmr.com,,List Import
10785338,Inactive Investor,Daniel Collins,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,daniel.collins@ubs.com,,Salesforce
11173578,Inactive Investor,Rebecca Burns,Financial Advisor,Edward Jones Bridgeport WV 107 Cambridge Pl,becky.burns@edwardjones.com,,Salesforce
11105010,Inactive Investor,Michael Usery,,"Allstate Financial Services, LLC Alpharetta GA 3180 N Point Pkwy",,,Salesforce
11006437,Inactive Investor,Aaron Thais,,Country Capital Management Company Bement IL 201 E Bodman,aaron.thais@countryfinancial.com,,Salesforce
201466,,Alessandra Dimauro,Senior Wealth Advisor,"Gyl Financial Synergies, Llc",adimauro@gylfinsyn.com,,
9615936,,Amir Sarayani,,,aras.rima@gmail.com,,List import
11217662,,Brett Selke,,,bselke@rwbaird.com,,List Import
11040299,Inactive Investor,Mark Kelly,,LPL Financial LLC Wexford PA 8000 Brooktree Rd,mark.kelly@lpl.com,,Salesforce
11303201,Inactive Investor,David Stewart,,David Stewart,dstewart@1stopmove.com,,Salesforce
10867789,Inactive Investor,Ray Slaughter,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
226707,,k -,,IMP AG,kw@imp-ag.li,(423) 390-1080,Initial Salesforce Import
10911820,Inactive Investor,Nathan Gaherty,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,nate.gaherty@fmr.com,,Salesforce
50531,,Jordan Baker,"Financial Consultant, Financial Representative",Thrivent Investment Management Inc.,jordan.baker@thrivent.com,208-463-1047,
332505,,Brendon Pierce,,[Unknown],bpierce@cofgrouo.com,,source
11057924,Inactive Investor,Judith Specht,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Baltimore MD 401 E Pratt St",rjudith.specht@wfafinet.com,,Salesforce
11019726,Inactive Investor,Jacqueline Vigil Perez,,J.P. Morgan Securities LLC Broomfield CO 13620 Orchard Pkwy,jacqueline.vigil-perez@jpmorgan.com,,Salesforce
10756773,Inactive Investor,Donald Carcieri,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",donald.carcieri@ml.com,,Salesforce
9542883,,oleg Dimov,,,keyaccount@drillstock.org,,List import
10863996,Inactive Investor,Robert Jackson,,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",,,Salesforce
9586875,,Todd Dankmyer,,,todddankmyer@gmail.com,,List import
9616070,,Nick Bolletino,,,nick@broadzero.com,,List import
351339,,Celine Claudon,"Director, Client Relations",Iwc Investment Partners A/s,cc@iwc.dk, -12368,Manual List Upload
11151276,Inactive Investor,Mark Kohlman,Financial Advisor,Edward Jones Minot ND 726 20th Ave SW,mark.kohlman@edwardjones.com,,Salesforce
10904123,Inactive Investor,Michael Schanz,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
4959873,,Harriet Martin,,,harrietchanneymartin@gmail.com,9494847190,Web Form Fillout
10829768,Inactive Investor,John Coogan,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jwcoogan@financialguide.com,,Salesforce
9564667,,Greg Sal,,,greg@innsourcing.com,,List import
11024053,Inactive Investor,Marcy McAnally,,State Farm VP Management Corp.,marcymcanally@statefarm.com,,Salesforce
10827042,Inactive Investor,Christopher Austin,Private Client Investment Associate,J.P. Morgan Securities LLC Sterling Heights MI 33051 Schoenherr Rd,christopher.j.austin@jpmorgan.com,,Salesforce
10785832,Inactive Investor,Petros Andreanidis,Private Wealth Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",petros.x.andreanidis@ampf.com,,Salesforce
10851920,Inactive Investor,Teri Eddy,,"Avantax Investment Services, Inc. Dell Rapids SD 301 E 4th St",,,Salesforce
10617896,,Michael Tarpy,,,michael.tarpy@ml.com,,List Import
10797323,Inactive Investor,Lisa Canepa-Sanchez,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",lisa.m.canepa-sanchez@ml.com,,Salesforce
9576400,,Edward Lehner,,,edlehner@gmail.com,,List import
11131666,Inactive Investor,Robert Stout,,"Private Client Services, LLC Wilmington DE 100 S Dupont Rd",,,Salesforce
11158785,Inactive Investor,Michael Wolff,Financial Advisor,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,michaelb.wolff@opco.com,,Salesforce
10982861,Inactive Investor,Jonathan Suslo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",jonathan.suslo@ml.com,,Salesforce
11185593,Inactive Investor,Alexa Eaton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11202061,Inactive Investor,Ted Drost,Asset Manager;Vice President,Fragasso Financial Advisors Wexford PA 11269 Perry Hwy,tdrost@fragassoadvisors.com,,Salesforce
10855799,Inactive Investor,Albert Kunkel,,"Grove Point Investments, LLC Myrtle Beach SC Private Residence",akunkel@hbeckinc.com,,Salesforce
9612829,,Rifat Sonmez,,,rifatsonmez86@yahoo.com,,List import
10748832,,Feras Kh,,,freel26@hotmail.com,,Web Form Fillout
10759005,Inactive Investor,Terry Nager,President;Regulatory Contact,Southern Capital Services Inc,terry@southerncapitalservices.com,,Salesforce
11222627,,Melanie Mendoza,,,mmendoza@rangerinvestments.com,,List Import
11034945,Inactive Investor,Garrett Hargis,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
11073955,Inactive Investor,Jarett Greben,,Morgan Stanley,jarett.greben@morganstanley.com,,Salesforce
10814530,Inactive Investor,Erica Khinchuk Scheinker,,"Hantz Financial Services, Inc.",erica.scheinker@hantzgroup.com,,Salesforce
10940295,Inactive Investor,David Starkey,,Thrivent Investment Management Inc.,david.starkey@thrivent.com,,Salesforce
11044885,Inactive Investor,Estella Eckart,Branch Manager;Executive Director;Market Manager;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,estella.eckart@morganstanley.com,,Salesforce
10606191,,Christopher Barron,"Director - Wealth Management, Portfolio Manager, Senior Wealth Advisor",Citigroup Global Markets Inc.,christopher.m1.barron@citi.com,212-242-5746,List Import
10605260,,Kush Shah,,,kushal@risken.us,,Web Form Fillout
10611658,,Marcello De Pascale,"Financial Planner, Investment Advisor Representative",,mdepascale@barnumfg.com,,List Import
122376,,Byron Canady,,[Unknown],byron.canady@live.com,,source
10798209,Inactive Investor,Kent Sisco,Financial Advisor,Edward Jones Binghamton NY 33 Lewis Rd,,,Salesforce
10848942,Inactive Investor,Ryan Thacker,Co-Founder;Founder;Investment Advisor Representative;President,"B.O.S.S. Retirement Advisors, LLC",ryan@bossretirement.com,,Salesforce
10659216,,Patrick Wilson,,,pwilson@rothschildinv.com,,List Import
9590609,,ZODUMO LUPOKO,,,fdcec@outlook.com,,List import
3496,,Brian Gustavson,Portfolio Manager,"1060 Capital Management, LLC",bg@1060llc.com,1-312-361-3359,Database Upload
9564953,,Matthew Havens,,,mhavens@globalvisionadvisors.com,,List import
11139786,Inactive Investor,Eddy Lee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",eddy.lee@ml.com,,Salesforce
9553016,,Chad Goodner,,,chadgoodner9@gmail.com,,List import
11262104,Inactive Investor,Phyllis Kapsalis,,FOVOMOJO LLC,,8644356947,Salesforce
11212880,Inactive Investor,Patrick De La Grange,Financial Advisor,Edward Jones Mesa AZ Private Residence,patrick.delagrange@edwardjones.com,,Salesforce
9608171,,Katherine Rooney Vera,,,krooney@bulltick.com,,List import
11168927,Inactive Investor,John Hartnagel,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",john.hartnagel@prudential.com,,Salesforce
10899245,Inactive Investor,Bryan Brehm,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9543200,,aldo rivolta,,,aldriv2009@gmail.com,,List import
10826008,Inactive Investor,Gary Gassmann,Regional Vice President,"Ameriprise Financial Services, LLC Scottsdale AZ Private Residence",gary.w.gassmann@ampf.com,,Salesforce
11051311,Inactive Investor,Susan Ebbinger,,"Packerland Brokerage Services, Inc. Green Bay WI Private Residence",susan_ebbinger@packerlandbrokerage.com,,Salesforce
10757066,Inactive Investor,Michael Constantine,Assistant Vice President;Associate Director - Portfolio Management,Morgan Stanley Boca Raton FL 595 S Federal Hwy,michael.constantine@morganstanley.com,,Salesforce
11137697,Inactive Investor,Jean Lichtensteiger,Administrative Assistant;Branch Manager,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",lichtensteigerj@stifel.com,,Salesforce
10847032,Inactive Investor,John Drakulich,,"Farmers Financial Solutions, LLC Sparks NV 2215 N McCarran Blvd",jdrakulich@farmersagent.com,,Salesforce
10799785,Inactive Investor,Nolan Worley,,"Raymond James Financial Services, Inc. San Diego CA 3111 Camino del Rio N",nolan.worley@raymondjames.com,,Salesforce
11098625,Inactive Investor,Christopher Gowers,Financial Advisor,Robert W. Baird & Co. Incorporated Danville KY 328 W Main St,cgowers@rwbaird.com,,Salesforce
10827464,Inactive Investor,Andrew Butler,Financial Advisor,Edward Jones Mecosta MI 7062 9 Mile Rd,aj.butler@edwardjones.com,,Salesforce
225653,, -,,[[Unknown]],teddyb291@gmail.com,,Initial Salesforce Import
10765251,Inactive Investor,Chad Smith,,"Raymond James Financial Services, Inc. Peachtree City GA 525 Westpark Dr",chad.smith@raymondjames.com,,Salesforce
11014253,Inactive Investor,Kseniya Krulicki,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",kseniya.krulicki@nm.com,,Salesforce
11111888,Inactive Investor,Perry Aycock,,SECU Brokerage Services Jacksonville NC 114 N Plain St,perry.aycock@ncsecu.org,,Salesforce
10892479,Inactive Investor,Dayna Carlson,,LPL Financial LLC Green Bay WI 2223 Main St,dayna.carlson@lpl.com,,Salesforce
10951366,Inactive Investor,Nicole Graham,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11109622,Inactive Investor,Akinfolarin Sessi,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,folarin.sessi@edwardjones.com,,Salesforce
10837294,Inactive Investor,Michael Swinehart,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 10845 Griffith Peak Dr",michael.x.swinehart@ampf.com,,Salesforce
10805140,Inactive Investor,Patrick Donovan,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",p_donovan@ml.com,,Salesforce
9567510,,rafal kozak,,,rafal_kozak@yahoo.co.uk,,List import
9546925,,Rudy Ariate,,,rudy.ariate@transamerica.com,,List import
39398,,Sharon Gutierrez,Investment Advisor,Fisher Investments,s.gutierrez@fi.com,,
10812488,Inactive Investor,Thomas Shortreed,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Cortland OH 3378 State Rte 5",thomas.p.shortreed@ampf.com,,Salesforce
9558138,,Cotu Hunl3gt,,,coryhuntley@gmail.com,,List import
11218583,,Joseph Aniano,,,anianoj@nationwide.com,,Other
9615386,,Ben Whitby,,,ben@qredo.com,,List import
11179078,Inactive Investor,Owen Flanagan,,Commonwealth Financial Network,oflanagan@commonwealth.com,,Salesforce
11029824,Inactive Investor,Verne Marble,,LPL Financial LLC Leawood KS 12405 Beverly St,verne.marble@lpl.com,,Salesforce
11145417,Inactive Investor,Elisabeth Schreiber,Executive Director;Financial Advisor,Morgan Stanley Santa Barbara CA 1332 Anacapa St,elisabeth.schreiber@morganstanley.com,,Salesforce
8481125,,RICKY TERRONES,,JPMorgan Chase,ricky.terrones@chase.com,,List Import
2647819,,Danny Baer,,,danny@hqdigital.com,,
11202593,Inactive Investor,Joseph Freeman,Chief Executive Officer;Founder;President,Adolos Asset Management,joe@adolosassetmanagement.com,,Salesforce
10815090,Inactive Investor,Gregory Gotham,Financial Advisor,Edward Jones Adrian MI 1325 N Main St,greg.gotham@edwardjones.com,,Salesforce
9646201,,Warren DeKinder,,,wdekinder@intechjanus.com,,List import
11102481,Inactive Investor,Mark Foster,Private Wealth Advisor,LPL Financial LLC Ann Arbor MI 3025 Boardwalk St,mark.foster@lpl.com,,Salesforce
1001890,Inactive Investor,Erich Hartwig,Vice President - Investment Research & Reporting,Envoi,erich.hartwig@alti-global.com, +1 952 358 6260,
10867790,Inactive Investor,Doris Talamo,Client Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,,,Salesforce
3177556,,Srikanth Srikanth,,,uppelliveerababu90@gmail.com,,
11054940,Inactive Investor,Joseph Carmody,Associate Vice President;Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,joseph.carmody@morganstanley.com,,Salesforce
11091020,Inactive Investor,Kurt Grimmer,,"American Wealth Management, Inc. Tacoma WA 100 Tacoma Ave S",kurtgrimmer@awminc.biz,,Salesforce
10852226,Inactive Investor,Manuel Morin,,State Farm VP Management Corp. Miami FL 10651 N Kendall Dr,manny.morin.lr8t@statefarm.com,,Salesforce
10994989,Inactive Investor,Ian Brezina,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11205127,Inactive Investor,Roscoe Orton,,"MML Investors Services, LLC Rexburg ID 859 S Yellowstone Hwy",rorton@massmutual.com,,Salesforce
10978473,Inactive Investor,Andrew Pijanowski,,J.P. Morgan Securities LLC Sierra Madre CA 25 W Sierra Madre Blvd,andrew.d.pijanowski@jpmorgan.com,,Salesforce
11082125,Inactive Investor,Wayne Cassriel,,Kovack Securities Inc. Santa Barbara CA 350 S Hope Ave,wayne@kovacksecurities.com,,Salesforce
11217460,,Dejan Milev,,,dan.milev@ampf.com,,Other
9600790,,Edwin Ryu,,,ed@lwallc.com,,List import
11198554,Inactive Investor,Peter Hawkinson,,"FBL Marketing Services, LLC Sioux City IA 1959 S Saint Aubin St",peter.hawkinson@fblfinancial.com,,Salesforce
11208725,Inactive Investor,Patrick Browning,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,patrick.browning@jpmorgan.com,,Salesforce
11017977,Inactive Investor,Amelia Bloomfield,,J.P. Morgan Securities LLC Pleasant Hill CA 1898 Contra Costa Blvd,amelia.bloomfield@chase.com,,Salesforce
10756428,Inactive Investor,Brett Lungaretti,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",brett.lungaretti@schwab.com,,Salesforce
10845559,Inactive Investor,Robert Nielsen,,"Farmers Financial Solutions, LLC Fair Oaks CA 4349 Hazel Ave",rnielsen@farmersagent.com,,Salesforce
11191288,Inactive Investor,Bridget Gates,Financial Advisor,Morgan Stanley Boston MA 28 State St,bridget.gates@morganstanley.com,,Salesforce
10830983,Inactive Investor,Rodric Pence,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bothell WA 911 161st St SE",rodric.pence@ml.com,,Salesforce
11180373,Inactive Investor,Anil Alpay,,"Wells Fargo Clearing Services, LLC Rockville MD 110 Congressional Ln",anil.alpay@wellsfargo.com,,Salesforce
11164056,Inactive Investor,James Smeenge,Financial Advisor,Edward Jones West Palm Beach FL 120 S Olive Ave,jimsmeenge@edwardjones.com,,Salesforce
11053376,Inactive Investor,Jason Stuber,Chief Investment Officer;Member,Saling Wealth Advisors,jason@salingadvisors.com,,Salesforce
9638746,,Mark Huntley,,,mhuntley@trustbridge.com,,List import
11254228,Inactive Investor,Svetlana Fiumara,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
11066124,Inactive Investor,William Landenberger,,"Avantax Investment Services, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
11154803,Inactive Investor,William Dugger,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,tdugger@rwbaird.com,,Salesforce
10917991,Inactive Investor,Jeana Kendall,,"Ameriprise Financial Services, LLC Winchester MA 48 Mount Vernon St",jeanarae.kendall@ampf.com,,Salesforce
10860547,Inactive Investor,Daniel Devine,,"Northwestern Mutual Investment Services, LLC Ames IA 406 Main St",dan.devine@nm.com,,Salesforce
10771658,Inactive Investor,Lauren Hall,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",lauren_hall@ml.com,,Salesforce
4025489,,Nirmal David Masih,,,ndavidmasih@gmail.com,,Web Form Fillout
10928972,Inactive Investor,Robin Gattinella,,D.A. Davidson & Co. Carlsbad CA 1925 Palomar Oaks Way,,,Salesforce
9593644,,Robert Harris,,,bobby@ifrahfinancial.com,,List import
9628225,,Richard Ralston,,,rralston@firstrepublic.com,,List import
9545220,,Thomas Derse,,,tom@bernzott.com,,List import
10910343,Inactive Investor,Timothy Taranto,,"Osaic Wealth, Inc. Ocean Springs MS 2112 Bienville Blvd",,,Salesforce
10877484,Inactive Investor,Mark Kazmac,Senior Advisor,"Wealthstream Advisors, Inc.",mkazmac@wealthstreamadvisors.com,,Salesforce
9598979,,Michael Linse,,,mlinse@linsecapital.com,,List import
11156038,Inactive Investor,Joseph Billerman,Paraplanner,"Ameriprise Financial Services, LLC Mishawaka IN 4440 Edison Lakes Pkwy",joseph.billerman@ampf.com,,Salesforce
10856096,Inactive Investor,Nathan Myers,Associate Financial Advisor;Financial Advisor,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",nathan.myers@nm.com,,Salesforce
10485010,,Jeffery Clark,"Chief Compliance Officer, Founder, President",Clark Financial LLC,jeffrey@clark-financial.com,,List Import
11057183,Inactive Investor,Michelle Reece,Financial Advisor,LPL Financial LLC Pasadena CA 120 Annandale Rd,michelle.reece@lpl.com,,Salesforce
9556573,,Nathan Dunham,,,ndunham@corewealthadvisorsinc.com,,List import
11083606,Inactive Investor,Harry Gittelson,,J.P. Morgan Securities LLC Los Angeles CA 10701 W Pico Blvd,harry.gittelson@jpmorgan.com,,Salesforce
10808506,Inactive Investor,Harry Goff,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",harry.goff@ml.com,,Salesforce
10868322,Inactive Investor,Sripat Pandey,Member;President,"Global Wealth Management, LLC Kingston NJ 4420 Route 27",spandey@globalwealthllc.com,,Salesforce
10995618,Inactive Investor,Sebastian Arrieta,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sebastian_arrieta@vanguard.com,,Salesforce
10926072,Inactive Investor,Michael Sigurdson,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Fargo ND 3802 13th Ave S",michael.sigurdson@usbank.com,,Salesforce
10935124,Inactive Investor,Michael McFadden,Financial Advisor;Partner,"Centaurus Financial, Inc. Mooresville NC 131 Plantation Ridge Dr",,,Salesforce
336769,,Mark Steele,"Director, Senior Health Insurance Services, Senior Relationship Manager","Richardson Capital Management, Llc",mark@richardson-financial.com,262-255-4100,Manual List Upload
11225435,,Smith Oliver,,,smith.seoguru@gmail.com,,Web Form Fillout
9617596,,Sean McNally,,,smcnally@prairie-capital.com,,List import
9646739,,C Finny,,,cody.findlay35@gmail.com,,List import
10870568,Inactive Investor,Vita Ivanova,,J.P. Morgan Securities LLC New York NY 405 Lexington Ave,vita.ivanova@jpmorgan.com,,Salesforce
10904214,Inactive Investor,Elizabeth Williams,,J.P. Morgan Securities LLC Northville MI 42901 7 Mile Rd,elizabeth.barber@jpmorgan.com,,Salesforce
9580511,,Rodney BEASLEY,,,rodneybeasley@me.com,,List import
10869620,Inactive Investor,Joseph Kieffer,,J.P. Morgan Securities LLC Reynoldsburg OH 8445 E Main St,joseph.a.kieffer@jpmorgan.com,,Salesforce
10840486,Inactive Investor,Robert Shoneck,,NYLIFE Securities LLC Rocky Hill CT 750 Old Main St,rshoneck@ft.newyorklife.com,,Salesforce
10821665,Inactive Investor,Rhonda Bryl,,LPL Financial LLC Chicago IL 11545 W Touhy Ave,rhonda.bryl@lpl.com,,Salesforce
10959060,Inactive Investor,Nada Jebawy,,Fidelity Brokerage Services LLC,,,Salesforce
11158373,Inactive Investor,Douglas Hall,Supervisory Principal,"M Holdings Securities, Inc.",,,Salesforce
11051148,Inactive Investor,Heath Johnson,Financial Professional,"Voya Financial Advisors, Inc. College Station TX 4030 State Hwy 6 S",heath.johnson@voyafa.com,,Salesforce
10904503,Inactive Investor,Pamela Tracey,,"Kestra Investment Services, LLC Linwood NJ 327 Central Ave",,,Salesforce
11077591,Inactive Investor,Dennis Whalen,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",dennis_whalen@ml.com,,Salesforce
10831256,Inactive Investor,Carolyn Mullany,Financial Advisor,"Ameriprise Financial Services, LLC Fairfax VA 3201 Jermantown Rd",carolyn.a.mullany@ampf.com,,Salesforce
10886710,Inactive Investor,Hemant Singh,,A.G.P / Alliance Global Partners Rochelle Park NJ 365 W Passaic St,,,Salesforce
11057188,Inactive Investor,Bradley Allen,Wealth Advisor,LPL Financial LLC South Jordan UT 406 W South Jordan Pkwy,bradley.allen@lpl.com,,Salesforce
11080775,Inactive Investor,Daniel Stratton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",daniel.stratton@ml.com,,Salesforce
11029877,Inactive Investor,Adam Grayson,Financial Advisor,Edward Jones Palmer Lake CO 755 Hwy 105,adam.grayson@edwardjones.com,,Salesforce
10915482,Inactive Investor,Michael Bird,,Kovack Securities Inc. Katonah NY Private Residence,,,Salesforce
11261189,Inactive Investor,Timothy Rider,Client Relationship Manager;Investment Advisor,Fisher Investments,,,Salesforce
9631831,,William Edwards,,,williambuckedwards@yahoo.com,,List import
11100234,Inactive Investor,Edward Zdolshek,Financial Advisor,"Ameriprise Financial Services, LLC Chesterland OH 11630 Chillicothe Rd",edward.zdolshek@ampf.com,,Salesforce
11063363,Inactive Investor,Kevin Gardenier,Financial Professional,LPL Financial LLC Grand Rapids MI 5070 Cascade Rd SE,kevin.gardenier@lpl.com,,Salesforce
11191331,Inactive Investor,Craig Paskowitz,Vice President,Morgan Stanley New York NY 1 New York Plz,craig.paskowitz@morganstanley.com,,Salesforce
11090710,Inactive Investor,Stacey Pickard,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",spickard@tiaa-cref.org,,Salesforce
11233658,Inactive Investor,Taylor Holloway,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",taylor.holloway@ml.com,,Salesforce
11004744,Inactive Investor,Ryan Bartels,,"Inverness Securities, LLC",,,Salesforce
10906962,Inactive Investor,Deborah Anzelc,,"Independent Financial Group, LLC Stow OH 3833 Stow Rd",,,Salesforce
10778182,Inactive Investor,Charles Purcell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",charles.purcell@schwab.com,,Salesforce
11125467,Inactive Investor,Ginger Moore,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",ginger.moore@ml.com,,Salesforce
10647118,,Andrew Murano,,,andrew.murano@nm.com,,List Import
11191215,Inactive Investor,Jay Torgerson,Chief Executive Officer;Financial Advisor;Managing Member;Regulatory Contact,Cross Financial Advisors,,,Salesforce
9549389,,Hugh Platt-Hepworth,,,hugh@halecapital.com,,List import
10843269,Inactive Investor,Nathan Parrish,Financial Advisor,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",nathan.parrish@wellsfargoadvisors.com,,Salesforce
10779327,Inactive Investor,Gregory Beane,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Easton MD 114 Bay St",gregory_beane@ml.com,,Salesforce
11158641,Inactive Investor,Seth Heimermann,Chief Investment Officer;Member,"The Advocate Group, LLC",sheimermann@theadvocategroup.com,,Salesforce
10615887,,Sarah Palomares,,,sarah.botka@jpmorgan.com,,List Import
141329,,Raj Kapoor,,IBA,indiastemalliance@gmail.com,(090) 041-4000,Organic Search
9646424,,Thomas Hill,,,tom@hillemail.net,,List import
3879838,,Souleymane Bah,,,sbah04@syr.edu,,Web Form Fillout
352013,,Hugues Rinfret,"Director, Resource Planning, Analysis",Manulife Investment Management Timberland And Agri,hrinfret@hnrg.com,617-747-1600,Manual List Upload
10486760,,David Byrd,,"Raymond James & Associates, Inc.",david.byrd@raymondjames.com,,List Import
10979289,Inactive Investor,Evan Hammond,,Vanguard Marketing Corporation,evan_hammond@vanguard.com,,Salesforce
10976469,Inactive Investor,Cortnie Beaver,,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",cortnie.beaver@prudential.com,,Salesforce
11035171,Inactive Investor,Andrew Wolf,Financial Advisor,Edward Jones Lincoln NE 5455 Red Rock Ln,andrew.wolf@edwardjones.com,,Salesforce
11255179,Inactive Investor,Jaxson Allred,Advisor,Ignite Planners LLC South Jordan UT 10813 S River Front Pkwy,,,Salesforce
9609770,,David Lawant,,,david.lawant@gmail.com,,List import
10619249,,James Vender,,,james.vender@morganstanley.com,,List Import
9600152,,sri so,,,srinivasa.somepalli@gmail.com,,List import
9608740,,Roger Margarita Ferry,,,kuphal.gia@oberbrunner.com,,List import
11206774,Inactive Investor,Jordan Benham,,LPL Financial LLC,jordan.benham@lpl.com,,Salesforce
10887055,Inactive Investor,Kip Siedling,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",kip.siedling@tiaa.org,,Salesforce
11205211,Inactive Investor,Daniel Rogers,,"First Command Brokerage Services, Inc. Leesville LA 1425 Entrance Rd",derogers@firstcommand.com,,Salesforce
10904467,Inactive Investor,Julie Campbell,Client Service Associate,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",julie.campbell@raymondjames.com,,Salesforce
333941,,Manabu Washio,Member,Aksia Llc,manabu.washio@aksia.com,212-710-5710,Manual List Upload
10880986,Inactive Investor,Mark Graber,,"Grove Point Investments, LLC Knoxville TN 9724 Kingston Pike",mgraber@hbeckinc.com,,Salesforce
11165420,Inactive Investor,Angeliki Hatzidakis,,LPL Financial LLC Omaha NE 11324 Davenport St,kiki.hatzidakis@lpl.com,,Salesforce
11136066,Inactive Investor,Michael Baker,,Commonwealth Financial Network Avon Lake OH 130 S Point Dr,mbaker@cfnmail.com,,Salesforce
11156730,Inactive Investor,Cynthia Garner,Director;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,cynthia.d.garner@morganstanley.com,,Salesforce
10841766,Inactive Investor,Brice Tressler,,Cetera Advisor Networks LLC New Palestine IN Private Residence,batressler@ceterawealth.com,,Salesforce
9623715,,john l,,,piazza4@yahoo.com,,List import
11304565,Inactive Investor,William Hoesley,"Associate, Cresset Private Capital","Cresset Asset Management, LLC",whoesley@cressetcapital.com,312-429-2400,Manual List Upload
11219854,,Brendan White,,,brendan.white@fortwashington.com,,Other
9607356,,Jaap Smit,,,jsmit83@me.com,,List import
11081571,Inactive Investor,Marenglen Elezi,,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
9636115,,Sean O'Connor,,,soconnor@oldsecond.com,,List import
10619873,,Douglas O'Connell,,,doug.oconnell@hiptpartners.com,,List Import
3149981,,Nina Tannenbaum,,,ninalion@gmail.com,,
10853208,Inactive Investor,Ryan Smith,Director;Financial Advisor;Lead Advisor;Member;Owner,Beacon Wealthcare LLC,rsmith@beaconwc.com,,Salesforce
11174362,Inactive Investor,Thomas Hauber,Private Wealth Advisor,"Ameriprise Financial Services, LLC Scranton PA 851 Commerce Blvd",thomas.r.hauber@ampf.com,,Salesforce
10964574,Inactive Investor,Mohamed Mahamud,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,mmahamud@rwbaird.com,,Salesforce
10908946,Inactive Investor,Rodrigo Navarrete Larico,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11036836,Inactive Investor,Mark Ording,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,mark.ording@primerica.com,,Salesforce
10947064,Inactive Investor,Derek Childs,Senior Wealth Manager,"Howard Financial Services, Ltd.",derek.childs@hfs-wm.com,,Salesforce
10803757,Inactive Investor,David Wren,,Cetera Advisors LLC Belmar NJ 1540 State Rte 138,david.wren@ceteraadvisors.com,,Salesforce
10812074,Inactive Investor,Belinda Phelps,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",belinda.phelps@bofa.com,,Salesforce
10915364,Inactive Investor,Todd Miller,,LPL Financial LLC Buffalo NY 8800 Main St,todd.miller@lpl.com,,Salesforce
10958704,Inactive Investor,Henry Heidrich,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mitchell KY 300 Buttermilk Pike",henry.heidrich@ml.com,,Salesforce
220413,,Lynne Lewis,,[Unknown],lynne_tom@hotmail.com,,Direct
10908248,Inactive Investor,Matthew Franchino,,"Allstate Financial Services, LLC New City NY 254 S Main St",mattfranchino@allstate.com,,Salesforce
10977919,Inactive Investor,Avery Wenck,Analyst,"Leisure Capital Management, Inc.",awenck@leisurecapital.com,,Salesforce
11099262,Inactive Investor,Francesca Reyes,,Edward Jones Sacramento CA 555 University Ave,,,Salesforce
10912532,Inactive Investor,Brian Maestas,,J.P. Morgan Securities LLC Arvada CO 5250 Wadsworth Byp,brian.c.maestas@jpmorgan.com,,Salesforce
1003418,Inactive Investor,Adam Efrima,,Blox,adam@blox.io,,3rd Party Lead Gen
11108350,Inactive Investor,Troy Oates,,"Raymond James Financial Services, Inc. Sycamore IL 352 1/2 W State St",troy.oates@raymondjames.com,,Salesforce
11206185,Inactive Investor,Christopher Rainer,Financial Advisor,LPL Financial LLC Brambleton VA Private Residence,christopher.rainer@lpl.com,,Salesforce
11082862,Inactive Investor,Thomas Lydon,,"Avantax Investment Services, Inc. Rockville MD 9401 Key West Ave",,,Salesforce
11127677,Inactive Investor,Amanda Kunish,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,amanda.kunish@fidelity.com,,Salesforce
10659747,,Nicholas Stell,,,nicholas.stell@ubs.com,,List Import
9627566,,Dave Chandler,,,everydayonholiday@gmail.com,,List import
11116796,Inactive Investor,Thomas Bohanon,,"MML Investors Services, LLC Bonita Springs FL 3551 Bonita Bay Blvd",,,Salesforce
9644882,,Francois Theriault,,,francois@surmesur.com,,List import
11204926,Inactive Investor,Andrew Mears,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",,,Salesforce
10994241,Inactive Investor,Douglas Boothe,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10989992,Inactive Investor,David Merkin,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",dmerkin@financialguide.com,,Salesforce
10762653,Inactive Investor,Brian Campbell,Senior Client Associate,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",brian.campbell@wellsfargoadvisors.com,,Salesforce
10760513,Inactive Investor,Angela Schoonover,Owner,"J. L. Bainbridge & Co., Inc.",angela@jlbainbridge.com,,Salesforce
10930075,Inactive Investor,Clacy Hysong,Wealth Management Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",chysong@tiaa-cref.org,,Salesforce
11125729,Inactive Investor,Kaitlin Schrull,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",katie.schrull@nm.com,,Salesforce
11113668,Inactive Investor,Karina Badillo,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",karina.badillo@tiaa.org,,Salesforce
10886777,Inactive Investor,James Nelson,,"Moloney Securities Co., Inc. Redwood Falls MN 315 S Washington St",jnelson@moseco.com,,Salesforce
11152242,Inactive Investor,Dale Hartley,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eugene OR 800 Willamette St",dale_hartley@ml.com,,Salesforce
10487913,,Barbara Lotridge,,"HighTower Advisors, LLC",bharger11@yahoo.com,,List Import
10838394,Inactive Investor,Heather Hawley,Financial Consultant,"Osaic Wealth, Inc. Utica NY 2508 Genesee St",,,Salesforce
11145603,Inactive Investor,Kalen Tavassoli,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 2000 Riveredge Pkwy",kalen.tavassoli@wellsfargo.com,,Salesforce
11113598,Inactive Investor,John Giovannini,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",john.giovannini@wellsfargoadvisors.com,,Salesforce
96701,,Meshantan Pillay,,South Africa,meshanp07@gmail.com,,
10881709,Inactive Investor,Kevin King,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kevin.king@schwab.com,,Salesforce
9627872,,Tanveer Kathawalla,,,tanveer@pioneer1890.com,,List import
10914338,Inactive Investor,Aaron Guinn,Investment Advisor;Team Leader,Fisher Investments,,,Salesforce
11019989,Inactive Investor,Erik Simonis,,State Farm VP Management Corp. Las Vegas NV 6370 W Flamingo Rd,,,Salesforce
10861108,Inactive Investor,Kenneth Wirtz,Financial Advisor,"MML Investors Services, LLC De Pere WI 2079 Lawrence Dr",kwirtz@financialguide.com,,Salesforce
10510542,,Matt Koelzer,,First Trust,mkoelzer@ftportfolios.com,,List Import
10788520,Inactive Investor,Nanette Maedgen,Senior Client Service Associate;Wealth Management Associate,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,nanette.maedgen@morganstanley.com,,Salesforce
10971538,Inactive Investor,Boima Hoff,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,boimapayee@primerica.com,,Salesforce
9611972,,Deplante Xavier,,,xavier.deplante@gmail.com,,List import
10754743,Inactive Investor,Robert Tashjian,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,robert.tashjian@fidelity.com,,Salesforce
9643076,,Grace King,,,greennc939@gmail.com,,List import
9570694,,William Venter,,,wventer@sequoia-financial.com,,List import
11026435,Inactive Investor,Chase Cooper,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11099145,Inactive Investor,Cathy Zaeni,Financial Advisor;First Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,cathy.zaeni@morganstanley.com,,Salesforce
10974007,Inactive Investor,Matthew Mcewen,Financial Advisor;Vice President,"Arrowroot Family Office, LLC Rochester MI 705 Barclay Cir",,,Salesforce
218099,,Stephen Hurley,,[Unknown],s.hurley@yahoo.com,,Organic Search
9607196,,Martin Guido,,,martinguido.gr@gmail.com,,List import
10811416,Inactive Investor,Michael O'Boyle,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,mike.oboyle.i8i2@statefarm.com,,Salesforce
9605240,,Jeremy Anagnos,,,jeremy.anagnos@cbreclarion.com,,List import
10756867,Inactive Investor,Jeffrey Carroll,Assistant Vice President;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",jeffrey_w.carroll@ml.com,,Salesforce
11158056,Inactive Investor,Derek Anto,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11099758,Inactive Investor,Matthew Godfrey,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11147147,Inactive Investor,Yoav Ben-Shushan,,Development Corporation For Israel Mill Valley CA Temporarily Unavailable,yoav.ben-shushan@israelbonds.com,,Salesforce
10792438,Inactive Investor,Bin K Nguyen,Executive Director,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,bin.k.nguyen@jpmorgan.com,,Salesforce
11179188,Inactive Investor,Gary Jameson,Financial Advisor;First Vice President;Investment Officer;Portfolio Manager,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",gary.jameson@wellsfargoadvisors.com,,Salesforce
10847058,Inactive Investor,Leonidas Vaughan,Financial Advisor,LPL Financial LLC Brentwood TN 112 Westwood Pl,leonidas.vaughan@lpl.com,,Salesforce
10895874,Inactive Investor,John Pipes,,"OneAmerica Securities, Inc.",,,Salesforce
11103493,Inactive Investor,Oscar Cantu,Chief Client Solutions Officer,JMG Financial Group Ltd,,,Salesforce
10984775,Inactive Investor,Gregory Rieckhoff,Investment Advisor Representative,"Royal Fund Management, LLC Burnsville MN 13951 W Preserve Blvd",,,Salesforce
3043557,,Andre Jones,,,indicatorcapital8@proton.me,,
10817870,Inactive Investor,Robert Gutshall,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10870511,Inactive Investor,Alesya Corsetti,,LPL Financial LLC San Diego CA 4707 Executive Dr,alesya.corsetti@lpl.com,,Salesforce
226574,, -,,[[Unknown]],jcinv18@gmail.com,,Initial Salesforce Import
10978019,Inactive Investor,Isaias Puente,Financial Advisor,Edward Jones El Paso TX 12350 Montwood Dr,isaias.puente@edwardjones.com,,Salesforce
526,,,,,nickwilliams@inbox-informant.com,,
9609765,,ANUPAM SHAH,,,assa@4shah.com,,List import
10851362,Inactive Investor,William Johnson,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,tjohnson@brileywealth.com,,Salesforce
10644481,,Lori Schausten,,,lschausten@tiaa-cref.org,,List Import
10613509,,Garrick Montenegro,"Financial Advisor, First Vice President - Wealth Management",,garrick.montenegro@ubs.com,,List Import
9589692,,Karen Goodfriend,,,kgoodfriend@kkwlth.com,,List import
11171559,Inactive Investor,Julie Rea,Principal,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,julie.rea@edwardjones.com,,Salesforce
10888985,Inactive Investor,Aneudy Payano,Relationship Banker,"Wells Fargo Clearing Services, LLC New Milford NJ 270 River Rd",aneudy.payano@wellsfargo.com,,Salesforce
11238618,Inactive Investor,Brett Taylor,,Mawer Investment Management Ltd.,btaylor@mawer.com,,Salesforce
11149970,Inactive Investor,Steven Carver,Vice President,LPL Financial LLC,steven.carver@lpl.com,,Salesforce
10894384,Inactive Investor,Adam Kierzek,,"Raymond James Financial Services, Inc. Lake Geneva WI 431 Geneva National Ave S",adam.kierzek@raymondjames.com,,Salesforce
10980491,Inactive Investor,Gabriela Rudeck,Financial Planning Assistant,"Ameriprise Financial Services, LLC Malvern PA 617A Swedesford Rd",gabriela.rudeck@ampf.com,,Salesforce
10793442,Inactive Investor,Jeffrey Rubin,Director - Research;Portfolio Manager;President,"Birinyi Associates, Inc. Westport CT 2 Post Rd W",jrubin@birinyi.net,,Salesforce
10972292,Inactive Investor,Quang Nguyen,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Milpitas CA 11 S Milpitas Blvd",,,Salesforce
10875410,Inactive Investor,Tawna Hermanson,,"Csenge Advisory Group, LLC Fargo ND 1120 28th Ave N",tawna@csenge.com,,Salesforce
11165653,Inactive Investor,Mark Gremler,,"Brokers International Financial Services, LLC. West Des Moines IA Private Residence",mgremler@brokersifs.com,,Salesforce
10776118,Inactive Investor,Jorge Corrales,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,jorge.corrales@jpmorgan.com,,Salesforce
230579,,Kevin -,,Kevin [[Unknown]],kvia2002@gmail.com,,
10163238,,Valentina Candy,,545 San Pedro St,andreassartoriowun20@gmail.com,2404733953,Web Form Fillout
226380,, -,,[[Unknown]],fkashner@gmail.com,,Initial Salesforce Import
9641821,,Alex Fleischman,,,al.fleischman@gmail.com,,List import
10946260,Inactive Investor,Gregory Korbekian,Senior Vice President;Wealth Advisor,"Alpha Cubed Investments, LLC",gkorbekian@alphacubedinvestments.com,,Salesforce
11203310,Inactive Investor,Lawrence Ford,Chief Compliance Officer;Chief Executive Officer,"Conscious Capital Wealth Management, LLC",lford@consciouscapitalwm.com,,Salesforce
8591047,,James Gray,,,james.gray@powermeta.cloud,,Web Form Fillout
10920399,Inactive Investor,David Salinas,Financial Advisor,Edward Jones McAllen TX 6500 N 10th St,david.salinas@edwardjones.com,,Salesforce
10597701,,Chris Sales,,,chris.sales21@gmail.com,,Web Form Fillout
229895,, -,,[[Unknown]],bexnews@gmail.com,,
11042714,Inactive Investor,Viju Rajan,Partner,"Independent Family Office, LLC",,,Salesforce
78769,,Carlos Cortez,,USAA Investment Services Company,c.cortez@usaa.com,210-498-0226,
10777706,Inactive Investor,John Desmond,Financial Advisor;First Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,john.desmond@morganstanley.com,,Salesforce
10718667,,Simon Summersell,,,asummersell@gmail.com,,Web Form Fillout
9549420,,Darek Hunt,,,darek@aurorastrategicadvisors.com,,List import
11186486,Inactive Investor,William Watts,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
10950021,Inactive Investor,Mahesh Desai,,"Osaic Wealth, Inc. Bellaire TX 5555 West Loop S",,,Salesforce
10354815,,John [Unknown],,,thiessen@vertexone.com,,List Import
11173503,Inactive Investor,Benjamin Farrell,Wealth Advisor,LPL Financial LLC Rochester MN 2774C Commerce Dr NW,benjamin.farrell@lpl.com,,Salesforce
11219396,,William Priebe,,,william.priebe@henderson.com,,Other
4927143,,Jeffrey Payne,,,fapoxo9121@kixotic.com,,Web Form Fillout
9638208,,David Bauer,,,dbauer@carpdc.org,,List import
232858,,Jerry Baarsch -,,[Unknown],jrb4ukiah2@msn.com,,Direct
9601965,,Scott Ferguson,,,scott@pacificvalue.net,,List import
10816687,Inactive Investor,Vincent Hackler,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Cockeysville MD 303 International Cir",vhackler@ampf.com,,Salesforce
342021,,Joe Borgmann,Chief Financial Officer,Aam,joe.borgmann@aamcompany.com,312-263-2900,Manual List Upload
10905266,Inactive Investor,Jeremy Senn,,State Farm VP Management Corp. Chanhassen MN 99 Lake Dr E,,,Salesforce
235103,,matthew beason -,,matthew beason [[Unknown]],beason32@gmail.com,,
10946639,Inactive Investor,Steven Miller,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9556914,,Jeffrey Gadd,,,jeff.gadd@53.com,,List import
10766723,Inactive Investor,Jason Lee,Portfolio Management Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,jason.lee@morganstanley.com,,Salesforce
11154045,Inactive Investor,Edward Walawender,Financial Consultant,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",edward.walawender@schwab.com,,Salesforce
10850515,Inactive Investor,Katarina Stein,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,katarina.stein@fmr.com,,Salesforce
9611407,,Peyman Pardis,,,ppardis@deloitte.ca,,List import
10992310,Inactive Investor,Katherine Rodriguez,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10814821,Inactive Investor,Francis Astorino,,LPL Financial LLC Fairfield NJ 155 Passaic Ave,francis.astorino@lpl.com,,Salesforce
10838059,Inactive Investor,Hollis Evans,Financial Advisor,Edward Jones Plano TX 5072 W Plano Pkwy,tim.evans@edwardjones.com,,Salesforce
10974531,Inactive Investor,Jordan Rench,Financial Advisor,Relevance Capital Management,jordan@relevancecm.com,,Salesforce
11009637,Inactive Investor,Caleb Maletta,,"Ameriprise Financial Services, LLC Miamisburg OH 2835 Miami Village Dr",caleb.maletta@ampf.com,,Salesforce
11189825,Inactive Investor,Jane Hullander,,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,jane.hullander@morganstanley.com,,Salesforce
11134487,Inactive Investor,Patricia Macdonald,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc. Boston MA 53 State St",patricia.macdonald@firstcitizens.com,,Salesforce
10933831,Inactive Investor,Nathan Sloan,,Cetera Advisors LLC Harker Heights TX Private Residence,nathan.sloan@ceteraadvisors.com,,Salesforce
11134721,Inactive Investor,John Lanier,,"Mutual of Omaha Investor Services, Inc. Charlottesville VA 650 Peter Jefferson Pkwy",john.lanier@mutualofomaha.com,,Salesforce
10893630,Inactive Investor,Alba Garcia,,"Cambridge Investment Research, Inc. Atlanta GA 5909 Peachtree Dunwoody Rd",,,Salesforce
10823841,Inactive Investor,Lisa Cendoma,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",lisa.cendoma@ml.com,,Salesforce
10794190,Inactive Investor,Robert Halterman,Financial Advisor,Edward Jones Saint Charles MO 1551 Wall St,rob.halterman@edwardjones.com,,Salesforce
11131262,Inactive Investor,Rene Ventura,,"Wells Fargo Clearing Services, LLC Orange CA 8540 E Chapman Ave",,,Salesforce
9547302,,Russell Livergood,,,russlivergood@gmail.com,,List import
10921208,Inactive Investor,Wesley Carter,Financial Advisor,Edward Jones King NC 239 S Main St,wesley.carter@edwardjones.com,,Salesforce
9603834,,ALEXANDER BENFIELD,,,abenfield@weissinc.com,,List import
9568955,,Holly Gray,,,hgray@heimyoung.com,,List import
11152027,Inactive Investor,Whitney Asher,Client Service Associate;Financial Advisor;Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,whitney.asher@morganstanley.com,,Salesforce
10870212,Inactive Investor,Bryn Henry,Financial Advisor;Wealth Advisor,Commonwealth Financial Network Plano TX 5700 W Plano Pkwy,bhenry@commonwealth.com,,Salesforce
10856131,Inactive Investor,Angela Holloway,,State Farm VP Management Corp. Stone Mountain GA 5653 Redan Rd,angela.k.holloway.cexy@statefarm.com,,Salesforce
11139638,Inactive Investor,Meghan Cruz,Client Service Manager;Operations Manager,"Ameriprise Financial Services, LLC Charlestown MA 10 City Sq",meghan.c.cruz@ampf.com,,Salesforce
10989570,Inactive Investor,Yvonne Bey,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,ybey@primerica.com,,Salesforce
10872378,Inactive Investor,David Kinder,Financial Advisor,Edward Jones Sutherlin OR 609 E Central Ave,dave.kinder@edwardjones.com,,Salesforce
11254675,Inactive Investor,Jasmine Murga,Financial Advisor;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10885287,,Nicolas Jhames,,,nicolasjhames05@gmail.com,,Web Form Fillout
11229141,Inactive Investor,Gregory Merrill,,Goldman Sachs & Co.,,,Salesforce
9576685,,Viran Patel,,,viranpatel11@gmail.com,,List import
11071394,Inactive Investor,Chad-Deron Hilton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11057853,Inactive Investor,Michael Micciche,Investment Specialist;Paraplanner,"Ameriprise Financial Services, LLC Westborough MA 1700 W Park Dr",michael.micciche@ampf.com,,Salesforce
223683,,Paul Mohr,,[Unknown],p-mohr@att.net,,
10762774,Inactive Investor,Deborah Graves,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hudson OH 43 Village Way,deborah.graves@ubs.com,,Salesforce
11129145,Inactive Investor,Gaetano Onorio,,"Capital Investment Group, Inc. Danvers MA Private Residence",,,Salesforce
11203286,Inactive Investor,John Holland,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington WV 1117 3rd Ave",john_holland@ml.com,,Salesforce
10904009,Inactive Investor,Craig Heisserer,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10954733,Inactive Investor,Aaron Langford,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11103640,Inactive Investor,Brett Marchand,Financial Advisor,LPL Financial LLC Laurel MD 7901 Sandy Spring Rd,brett.marchand@lpl.com,,Salesforce
10792736,Inactive Investor,Richard Ortega,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Albuquerque NM 6565 Americas Pkwy NE",rick.ortega@raymondjames.com,,Salesforce
10997286,Inactive Investor,James Little,,State Farm VP Management Corp. Aurora CO 20269 E Smoky Hill Rd,,,Salesforce
213952,,Mughees Saleem,,[Unknown],mughees_saleem@hotmail.com,,Webinar
10782517,Inactive Investor,Anna Bloom,,"Osaic Wealth, Inc. Naperville IL 1555 Naperville Wheaton Rd",abloom@royalaa.com,,Salesforce
213630,,Mark Buck,,[Unknown],lesmarkb@yahoo.com,,
9633603,,Mohammad Ahmad,,,mohammad@ahmad.ch,,List import
10973614,Inactive Investor,Brandon Fisher,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,brandon.fisher@primerica.com,,Salesforce
10994254,Inactive Investor,Marco Yeppez,Relationship Banker,"Wells Fargo Clearing Services, LLC San Antonio TX 13703 W Interstate 10",,,Salesforce
9599022,,Brandon Bohl,,,bbohl@nautic.com,,List import
11102101,Inactive Investor,Thomas Foley,,"HighTower Securities, LLC Omaha NE 10050 Regency Cir",tfoley@hightoweradvisors.com,,Salesforce
4947280,,Jim Dougal,,,jd.j2xllc@gmail.com,9493295232,Web Form Fillout
10986712,Inactive Investor,Cathie Leonard,,Supreme Alliance LLC Plymouth MA 285 Center Hill Rd,cleonard@supremealliancellc.com,,Salesforce
1002120,Inactive Investor,Robin Gilliland,Principal & CFO,Keller Enterprises,robin@kellerllc.com, +1 434 220 0195,
10819483,Inactive Investor,Philip Dobbin,Senior Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10771441,Inactive Investor,Seth Callos,Financial Advisor,Edward Jones Priest River ID 50 Main St,seth.callos@edwardjones.com,,Salesforce
11141093,Inactive Investor,Michele Vincent,Wealth Management Associate,Morgan Stanley Middleton MA 35 Village Rd,michele.vincent@morganstanley.com,,Salesforce
11033614,Inactive Investor,Jonathan Morales,,"Allstate Financial Services, LLC Fort Wayne IN 3710 S Calhoun St",,,Salesforce
10851783,Inactive Investor,Travis Fuller,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,travis.fuller@fmr.com,,Salesforce
10886935,Inactive Investor,Christian Muli,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",christian.muli@ml.com,,Salesforce
11038533,Inactive Investor,Wendy Brown,Financial Advisor,Morgan Stanley New York NY 1 Penn Plz,wendy.e.brown@morganstanley.com,,Salesforce
10948365,Inactive Investor,Ciara Tjong,,"Northwestern Mutual Investment Services, LLC Morrisville PA 19 S Main St",ciara.tjong@nm.com,,Salesforce
10879022,Inactive Investor,Sharon Gilliam,,J.P. Morgan Securities LLC Saint Petersburg FL 4951 34th St S,sharon.a.gilliam@chase.com,,Salesforce
10754960,Inactive Investor,Peter Cole,,J.P. Morgan Securities LLC Kenosha WI 3611 80th St,peter.a.cole@jpmorgan.com,,Salesforce
10989302,Inactive Investor,Michelle Miller,Associate Advisor,"Gilbert & Cook, Inc.",mmiller@gilbertcook.com,,Salesforce
10822363,Inactive Investor,Myriam Dominguez,,PFS Investments Inc. Carolina PR 10 Ave Laguna,myriam.dominguez@primerica.com,,Salesforce
234309,, -,,[[Unknown]],fallonsky@gmail.com,,
226984,, -,,[Unknown],irvinfragosoamador@gmail.com,,
9567750,,ross mccalla,,,rossm4277@aol.com,,List import
11090791,Inactive Investor,Ling Wang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",,,Salesforce
11073754,Inactive Investor,Krystal Oien,Client Relations,"Brackenwood Capital Management, LLC",koien@bcmportfolios.com,,Salesforce
11031023,Inactive Investor,Derek Fujikawa,,Infinity Financial Services San Jose CA 4522 Pacific Rim Way,,,Salesforce
9592382,,Laura Garbacz,,,lgarbacz@deloitte.com,,List import
10880307,Inactive Investor,Nick Singh,Financial Advisor,LPL Financial LLC Southfield MI 2000 Town Ctr,nick.singh@lpl.com,,Salesforce
9629975,,Michael Walsh,,,michaelwalshireland@gmail.com,,List import
9625498,,Edward Guo,,,edward.guo@fil.com,,List import
11047908,Inactive Investor,Yevgeny Kostalevsky,,"MML Investors Services, LLC Brooklyn NY 9920 4th Ave",ykostalevsky@financialguide.com,,Salesforce
10618606,,Peter Deakos,,,pdeakos@dearbornpartners.com,,List import
11140656,Inactive Investor,Gregory Pappicco,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",gregory.pappicco@ml.com,,Salesforce
10936008,Inactive Investor,Maria Kelly,,Vanguard Marketing Corporation,maria_volk@vanguard.com,,Salesforce
9548501,,Richard Gudgeon,,,rkgudgeon@hotmail.com,,List import
10999250,Inactive Investor,Nickolas Eubanks,Financial Advisor,Edward Jones Redding CA 850 Industrial St,nickolas.eubanks@edwardjones.com,,Salesforce
11013352,Inactive Investor,Michael Hermanson,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",michael.hermanson@53.com,,Salesforce
342033,,Lori Killeen,Client Relations Executive & Managing Director,"Renaissance Investment Group, Llc",lkilleen@berkshirebank.com,413-445-2481,Manual List Upload
11015712,Inactive Investor,Karla Reno,,"Harbour Investments, Inc. Kalamazoo MI 2555 S 11th St",,,Salesforce
10977774,Inactive Investor,James Wallace,Chief Executive Officer,"BPM Wealth Advisors, LLC",jwallace@bpm.com,,Salesforce
11122456,Inactive Investor,Tess Gavin,,Jefferies LLC,tgavin@jefferies.com,,Salesforce
11139999,Inactive Investor,Shivam Jhingen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",shivam.jhingen@ml.com,,Salesforce
9618038,,Scott Platshon,,,scott@ecor1cap.com,,List import
10777008,Inactive Investor,Audrey Pickering,Assistant Vice President;Wealth Management Associate,Morgan Stanley Barrington IL 760 W Main St,audrey.ernst@morganstanley.com,,Salesforce
370386,,Jack Felton,,,jackfelton23@gmail.com,240-586-4064,Salesforce
10793906,Inactive Investor,Victoria Var-Heibak,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",victoria.var-heibak@ml.com,,Salesforce
9635902,,Alicia Pena,,,apena@integrawealthadvisors.com,,List import
10643992,,Peigen Tao,,,ptao@pksinvest.com,,List Import
242009,,Colin Schleifer,"Director, National Accounts",Anchor Capital Advisors LLC,cschleifer@anchorcapital.com,,Event
11153498,Inactive Investor,Alberto Realuyo,,"M&A Securities Group, Inc.",,,Salesforce
9590758,,Ryan Pertz,,,ryan@windjammercapital.com,,List import
10859750,Inactive Investor,Mitchell Tabor,Financial Advisor,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",mitchell.tabor@valic.com,,Salesforce
10971927,Inactive Investor,Sitong Li,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11109727,Inactive Investor,Kelly Sullivan,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,ksullivan01@ft.newyorklife.com,,Salesforce
10930077,Inactive Investor,Wayne Roberts,,PFS Investments Inc. Spartanburg SC 269 S Church St,wayne.roberts@primerica.com,,Salesforce
189580,,COLIN GILLINGHAM,DIRECTOR OF MARKETING,DELPHI DIGITAL,colin@delphidigital.io,6504549964,
10761107,Inactive Investor,Mariana Maia,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,mariana.maia@morganstanley.com,,Salesforce
235819,,Kevin James Curry -,,Kevin James Curry [[Unknown]],k3vincurry89@gmail.com,,
10758252,Inactive Investor,Bruce Rudenberg,Principal,"Wells Fargo Advisors Financial Network, LLC Miami FL 3250 Mary St",bruce.rudenberg@wellsfargoadvisors.com,,Salesforce
10606216,,Eric Tepper,"Elected Manager, Regional Director",J.P. Morgan Securities LLC,eric.tepper@jpmorgan.com,212-272-4857,List Import
10833319,Inactive Investor,James Cargill,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",james.cargill@ml.com,,Salesforce
10796429,Inactive Investor,Curtis Hancock,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",curtis.hancock@wellsfargoadvisors.com,,Salesforce
10925800,Inactive Investor,Peter Sullivan,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
28624,,Anthony Snow,"President, director Of Research","Red Oak Partners, Llc",asnow@redoakpartners.com,1-212-614-8952,Manual List Upload
11235687,Inactive Investor,Bradley Lacore,Director - Wealth Management;Senior Vice President,Cogent Private Wealth Orlando FL 420 S Orange Ave,,,Salesforce
10938658,Inactive Investor,Mark Ramert,Equity Owner,Porter Investments Houston TX 5847 San Felipe St,,,Salesforce
10929185,Inactive Investor,Derrick Baker,,"Farmers Financial Solutions, LLC Mesa AZ 4115 E Valley Auto Dr",dbaker3@farmersagent.com,,Salesforce
11074707,Inactive Investor,Thomas Wolf,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",twolf@tiaa-cref.org,,Salesforce
10869437,Inactive Investor,Nathan Scholes,Investment Executive,"Fifth Third Securities, Inc. Mount Vernon IL 2711 Broadway St",nathan.scholes@53.com,,Salesforce
11202135,Inactive Investor,James Harter,,"Equity Services, Inc. Bon Aqua TN Private Residence",harter_jim@nlvmail.com,,Salesforce
10992263,Inactive Investor,Matthew Bernhardt,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",matthew.bernhardt@nm.com,,Salesforce
10954961,Inactive Investor,Tristan Kleim,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11179961,Inactive Investor,Tyler Zwick,,Commonwealth Financial Network Grass Valley CA 260 Colfax Ave,tzwick@commonwealth.com,,Salesforce
11212282,Inactive Investor,Jacob Stone,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10695769,,Christian Herrmann,,Dumont & Blake,martyjherrmann@yahoo.com,,List Import
10847411,Inactive Investor,Jason Lohbeck,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9549586,,Petr Marousek,,,petr.marousek@kentcap.com,,List import
11180220,Inactive Investor,Laura Crawford,Financial Advisor,Edward Jones Mount Pleasant MI 1985 Ashland Dr,laura.crawford@edwardjones.com,,Salesforce
10819295,Inactive Investor,Janet Wilson,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Mobile AL Private Residence,,,Salesforce
9551208,,Anthony Oliveri,,,tony.oliveri@voya.com,,List import
236250,, -,,[[Unknown]],rogerwjon1@gmail.com,,
10877755,Inactive Investor,Wei Zhang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",wei.zhang@tfaconnect.com,,Salesforce
10993453,Inactive Investor,Ryan Brueck,Financial Planner,ClearWealth Davenport IA Private Residence,ryan@planwithclearwealth.com,,Salesforce
10763255,Inactive Investor,Michael Mele,Financial Advisor,"Wells Fargo Clearing Services, LLC Newark DE 131 Continental Dr",michael.mele@wellsfargoadvisors.com,,Salesforce
352276,,Jeff Bathurst,Director,"Sc&h Financial Advisors, Inc.",jbathurst@schgroup.com,410-403-1500,Manual List Upload
11026338,Inactive Investor,Keith Spelmon,,"Eudaimonia Partners, LLC Decatur GA 160 Clairemont Ave",,,Salesforce
10782719,Inactive Investor,Scott Greenberg,,"M Holdings Securities, Inc. Bethesda MD 7315 Wisconsin Ave",scott.greenberg@mfin.com,,Salesforce
11070531,Inactive Investor,Omar Marcia,,J.P. Morgan Securities LLC Selden NY 999 Middle Country Rd,omar.h.marcia@chase.com,,Salesforce
1002303,Inactive Investor,David Donabedian,CIO,CIBC Private Wealth,ddonabedian@cibc.com,(617) 357-9600,Database Upload
244163,,Chris Glendening,Director of Marketing,Hashdex,chris.glendening@hashdex.com,16073424766,Manual List Upload
9595860,,Eleanor Moffat,,,emoffat@bahl-gaynor.com,,List import
11102465,Inactive Investor,Miguel Hernandez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Deerfield IL 770 Waukegan Rd,miguel.f.hernandez@jpmorgan.com,,Salesforce
11171286,Inactive Investor,Oscar Rodriguez,Private Client Banker,J.P. Morgan Securities LLC Revere MA 339 Squire Rd,oscar.g.rodriguez@chase.com,,Salesforce
10912135,Inactive Investor,Vincent Hirsch,Financial Planner,"Pruco Securities, LLC. Manasquan NJ 1913 Atlantic Ave",,,Salesforce
11258744,Inactive Investor,Doug Doran,,Morgan Stanley Tampa FL 100 N Tampa St,douglas.doran@morganstanley.com,813-227-2072,Salesforce
9640714,,Josiah Marquis,,,josiah.marquis10@gmail.com,,List import
10885132,Inactive Investor,Nicholas Cappadora,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ncappadora@tiaa-cref.org,,Salesforce
11046406,Inactive Investor,Cody Spreeman,,"U.S. Bancorp Investments, Inc. Sartell MN 1712 Pine Cone Rd S",,,Salesforce
11036973,Inactive Investor,Robert Jorgensen,,Global Macro Asset Management LLC Reno NV 3500 Lakeside Ct,,,Salesforce
11078134,Inactive Investor,Robert Cordray,Associate,Edward Jones Bellevue NE 2012 Cornhusker Rd,rob.cordray@edwardjones.com,,Salesforce
11156427,Inactive Investor,Gail Richards-Cabelly,,Folger Nolan Fleming Douglas Incorporated,,,Salesforce
9631855,,Jiwan Jessup,,,jiwan1j@msn.com,,List import
9636035,,Charles Horne,,,cvanhorne@abbottcapital.com,,List import
9571984,,Mary Stork,,,mary.stork@usaa.com,,List import
10934841,Inactive Investor,Angie Battaglia,,Edward Jones South Jordan UT 10408 S 1055 W,angie.battaglia@edwardjones.com,,Salesforce
10989101,Inactive Investor,John Abella,,Vanguard Marketing Corporation,,,Salesforce
11203757,Inactive Investor,Nga Phan,,MM Ascend Life Investor Services LLC,,,Salesforce
10877369,Inactive Investor,Jacob Holland,Financial Advisor,"Ameriprise Financial Services, LLC Madisonville KY 17 S Main St",jacob.holland@ampf.com,,Salesforce
10893508,Inactive Investor,Colton Hensley,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11075567,Inactive Investor,Kevin Reynolds,,GWN Securities Inc. Hollywood FL 9050 Pines Blvd,kreynolds@gwnsecurities.com,,Salesforce
11187289,Inactive Investor,Jonathan Shaw,,"The Leaders Group, Inc.",,,Salesforce
10932290,Inactive Investor,Jeffrey Coffman,,"Raymond James Financial Services, Inc. Temple TX 16 E Avenue A",jeffrey.coffman@raymondjames.com,,Salesforce
11009829,Inactive Investor,Donna Slater,,PFS Investments Inc. Jupiter FL 222 S US Hwy 1,donnaaslater@primerica.com,,Salesforce
3668653,,Laura Andrrson,,,miss.ace@live.com,,Web Form Fillout
9609731,,Anurag Shenoy,,,uashenoy05@gmail.com,,List import
11231742,Inactive Investor,Jason Wood,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
11201401,Inactive Investor,Crystal Blanton,,Cetera Advisor Networks LLC Conshohocken PA 1495 Alan Wood Rd,,,Salesforce
11166981,Inactive Investor,Barbara Bodon,Senior Client Associate,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,barbara.bodon@ubs.com,,Salesforce
11025331,Inactive Investor,John Vago,,"Osaic Wealth, Inc. Huntington Station NY Private Residence",,,Salesforce
167466,,Ww Soh,,[Unknown],wanwei.soh@gmail.com,,
11082602,Inactive Investor,Carter Kauth,,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,carter.kauth@jpmorgan.com,,Salesforce
10612573,,Jean Lucas,"Financial Advisor, Vice President",,jp.lucas@ampf.com,,List Import
9644125,,Lukas Reip,,,lukas.reip@21e6.io,,List import
10946102,Inactive Investor,Alex Minelli,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Capitola CA 4055 Capitola Rd",alex.minelli@ml.com,,Salesforce
10900943,Inactive Investor,Jesse Ryan,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,jlryan@rwbaird.com,,Salesforce
10784973,Inactive Investor,Arvie Allison,Financial Advisor,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",max.allison@wellsfargoadvisors.com,,Salesforce
11136512,Inactive Investor,Daniel Seefeldt,,Cetera Advisor Networks LLC Wausau WI 115 6th St,seefeldtd@ceteranetworks.com,,Salesforce
11138230,Inactive Investor,Conner Melius,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",,,Salesforce
10791856,Inactive Investor,John Evans,Chief Investment Counselor;Managing Director,"Sageview Advisory Group, LLC",jevans@sageviewadvisory.com,,Salesforce
10845720,Inactive Investor,Michael Bateman,,"Independent Financial Group, LLC Provo UT 3550 N University Ave",,,Salesforce
11101708,Inactive Investor,Miriam Aceves,,J.P. Morgan Securities LLC Clovis CA 1117 N Willow Ave,miriam.aceves@chase.com,,Salesforce
11158347,Inactive Investor,Christina Benton,Associate;Financial Advisor,Edward Jones Grass Valley CA 350 Crown Point Cir,benton@edwardjones.com,,Salesforce
229016,, -,,[[Unknown]],lentz.john.e@gmail.com,,Organic Search
11095587,Inactive Investor,Rosa Pretzer,Senior Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,rosa.pretzer@morganstanley.com,,Salesforce
9562392,,Mark Borowy,,,mark.borowy@erieinsurance.com,,List import
10987970,Inactive Investor,Ashley Hedum,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",ashley.hedum@nm.com,,Salesforce
10785424,Inactive Investor,Elliot Chang,Financial Advisor,"Wells Fargo Clearing Services, LLC Diamond Bar CA 1150 S Diamond Bar Blvd",elliot.chang@wellsfargo.com,,Salesforce
10798795,Inactive Investor,Michael Matteson,Financial Advisor,Edward Jones Kalamazoo MI 5787 Stadium Dr,michael.matteson@edwardjones.com,,Salesforce
10971151,Inactive Investor,Kenneth Swiftney,,PFS Investments Inc. Portage MI 1302 W Milham Ave,kenneth.swiftney@primerica.com,,Salesforce
332954,,Charlie Scott,,Alaska Permanent Capital Management,charlie@apcm.net,,
11097539,Inactive Investor,Stephen Barns,Financial Advisor;Investment Advisor Representative,Prime Capital Financial Little Rock AR 6325 Ranch Dr,sbarns@pciawealth.com,,Salesforce
10980393,Inactive Investor,Thomas Goodwin,Account Executive,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11097070,Inactive Investor,David Hogan,Chief Compliance Officer;Portfolio Manager;Principal,"Hogan Investment Counsel, LLC",,,Salesforce
11212405,Inactive Investor,Eliot Meshulam,,J.P. Morgan Securities LLC Monsey NY 410 Rte 59,eliot.x.meshulam@jpmorgan.com,,Salesforce
10928069,Inactive Investor,Joshua Bain,,Country Capital Management Company Sublimity OR 102 S Center St,joshua.bain@countryfinancial.com,,Salesforce
7987906,,malaika ajmal,,,malaikaajmal555@gmail.com,,
10980481,Inactive Investor,Brett Venner,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",brett.venner@nm.com,,Salesforce
11164098,Inactive Investor,Jessica Reynolds,Associate;Registered Associate,Morgan Stanley Dayton OH 7777 Washington Village Dr,jessica.reynolds@ms.com,,Salesforce
75391,,Ashleigh Angelle,Financial Advisor,"MML Investors Services, LLC",aangelle@financialguide.com,337-254-3113,
10862369,Inactive Investor,Jonathan Odell,Senior Compliance Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,jonathan.odell@edwardjones.com,,Salesforce
9606228,,Shaun Deanesh,,,shaun.deanesh@pragroup.no,,List import
11082576,Inactive Investor,Henry Pratt,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,henry.pratt@fmr.com,,Salesforce
9647441,,Asteraye Haddis,,,addisgent95@gmail.com,,List import
9556949,,Felicia Winston,,,felicia.winston@valic.com,,List import
10802651,Inactive Investor,Nicholas Hopley,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",nicholas.hopley@ml.com,,Salesforce
10921156,Inactive Investor,Todd Stangeland,,Cetera Advisor Networks LLC Maple Grove MN 13700 Reimer Dr N,stangelandt@ceteranetworks.com,,Salesforce
11081358,Inactive Investor,Amanda Klein,,"NewEdge Securities, Inc. Seal Beach CA 12501 Seal Beach Blvd",,,Salesforce
11159250,Inactive Investor,Brian Zinni,,"Allstate Financial Services, LLC Granada Hills CA 10727 White Oak Ave",brianzinni@allstate.com,,Salesforce
10487596,,Michael Hazelbaker,Financial Advisor,LPL Financial LLC,michael.hazelbaker@lpl.com,,List Import
10765592,Inactive Investor,Joel Ridle,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",joel_k_ridle@ml.com,,Salesforce
11213351,Inactive Investor,Jason Bock,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9617244,,MELISSA SOTO,,,msoto539@icloud.com,,List import
10952730,Inactive Investor,James Pinson,,Cetera Investment Services LLC Murfreesboro TN 100 E Vine St,,,Salesforce
9543543,,Kyle Bacon,,,anewdayanewstep@gmail.com,,List import
10905047,Inactive Investor,Brian Lee,Financial Professional,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",brian.c.lee@prudential.com,,Salesforce
337145,,Scott Mayfield,Limited Partner,Wpwealth Llp,scott.mayfield@wpcpa.com,817-259-9100,Manual List Upload
10770481,Inactive Investor,Christopher Lyon,,"Northland Securities, Inc.",clyon@northlandsecurities.com,,Salesforce
10843999,Inactive Investor,Matthew McBride,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",matthew.mcbride@transamerica.com,,Salesforce
11124623,Inactive Investor,David Hilton,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",dave.hilton@nm.com,,Salesforce
143983,,Heather Donhauser,,"Wealth Enhancement Advisory Services, Llc",hdonhauser@wealthenhancement.com,,
9620228,,Fred Newman,,,fredricsnewman@gmail.com,,List import
10983018,Inactive Investor,Hailey Williams,,"Raymond James Financial Services, Inc. Scottsdale AZ 14269 N 87th St",hailey.williams@raymondjames.com,,Salesforce
9415840,,Shifra Katz,,"DV Chain, LLC",skatz@dvtrading.co,,List Import
10619653,,Connie Kreutzer,,,connie.kreutzer@penserra.com,,List Import
10879227,Inactive Investor,Stella Nero,,Key Investment Services LLC,stella.nero@key.com,,Salesforce
11122298,Inactive Investor,Douglas Duch,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",,,Salesforce
9604286,,Christian Alain,,,christian@planettvstudios.com,,List import
10931184,Inactive Investor,Cynthia Decker,Financial Planner,"Pruco Securities, LLC. Cazenovia NY 2662 US Rte 20",cynthia.decker@prudential.com,,Salesforce
9564935,,Çi?dem Balç?k,,,balcikci@yahoo.com,,List import
11007281,Inactive Investor,Gary Schlesinger,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,gschlesinger@primerica.com,,Salesforce
10782341,Inactive Investor,Charles Curtis,Regional Director,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",charles.curtis@raymondjames.com,,Salesforce
9572945,,Michael Riordan,,,mriordan@wexford.com,,List import
7087091,,Jamie K Bryant,,,hopafa1154@fenwazi.com,,Web form fillout
11036810,Inactive Investor,Brennen Rossman,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,brennen.rossman.vaei2q@statefarm.com,,Salesforce
11160459,Inactive Investor,Ivar Jones,,"Ameritas Investment Company, LLC Bozeman MT Private Residence",ijones@ameritas.com,,Salesforce
11197923,Inactive Investor,Kristin Daly,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kristin.daly@jpmorgan.com,,Salesforce
10667040,,Herman POLADYAN,,,hermanpolat@gmail.com,,Web Form Fillout
10767576,Inactive Investor,Jeffrey Stein,,"Raymond James Financial Services, Inc. Avon CT 10 Tower Ln",jeff.t.stein@raymondjames.com,,Salesforce
10979625,Inactive Investor,Justin Huett,,PFS Investments Inc. Mexico NY 3276 Main St,jhuett@primerica.com,,Salesforce
10774652,Inactive Investor,Sheila Pettee,Chief Compliance Officer;President,Pettee Investors Inc,sppettee@petteeinvestors.com,,Salesforce
343077,,Daniel Brunner,Vice President - Finance,Johnson Wealth Inc.,dbrunner@mbocleary.com,414-291-4500,Manual List Upload
9585508,,yong liu,,,125807331@qq.com,,List import
11095389,Inactive Investor,James Coffin,Financial Advisor;Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,james.coffin@morganstanley.com,,Salesforce
5001976,,Ray Worth,,,worthau@yahoo.com,5522992215304,Web form fillout
11077223,Inactive Investor,Ramiro Alvarez,,State Farm VP Management Corp. Simi Valley CA 1951 Galt St,ramiroalvarez@statefarm.com,,Salesforce
338376,,Sarah Shapiro,LD,US House,sarah.shapiro4@gnail.com,,Content
370358,,Eugene Fridey,,"Does Not Apply, Inc.",jakefridey@verizon.net,215.5341196,Salesforce
10949625,Inactive Investor,Trenton Brezovsky,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,,,Salesforce
10768600,Inactive Investor,David Mercadel,,PFS Investments Inc. Upland CA 545 N Mountain Ave,david.mercadel@primerica.com,,Salesforce
10836989,Inactive Investor,Clifford Topol,Senior Vice President;Wealth Advisor,Morgan Stanley,clifford.topol@morganstanley.com,,Salesforce
11167173,Inactive Investor,Darrell Strickland,Investment Advisor Representative,"Next Financial Group, Inc. Summerville SC Private Residence",,,Salesforce
10811316,Inactive Investor,Marco Calabro,First Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,marco.calabro@ubs.com,,Salesforce
9610170,,fernando Lorenzi,,,pucshabri@gmail.com,,List import
10969239,Inactive Investor,Andrea Ernst,Portfolio Manager,"Johnson Investment Counsel, Inc. Cincinnati OH 7755 Montgomery Rd",achambers@johnsoninv.com,,Salesforce
9570394,,John Fiscella,,,pjfiscella@gmail.com,,List import
9619859,,Kiesha Hanchett,,,kiesham@protonmail.com,,List import
345682,,Derek Brooks,Senior Building Engineer,Bridge Investment Group,d.brooks@bridgeig.com,801-716-1463,Manual List Upload
9606369,,Roger Hubbert,,,rhubbert@reliance-financial.com,,List import
10764300,Inactive Investor,James Haass,Branch Manager;Executive Director - Investments,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,james.haass@opco.com,,Salesforce
11058791,Inactive Investor,Charles Bigbie,Financial Advisor,"Geneos Wealth Management, Inc. Tulsa OK 7233 S 85th East Ave",,,Salesforce
11088527,Inactive Investor,Salvatore Castellana,,"Northwestern Mutual Investment Services, LLC Bridgeport WV 99 Cambridge Pl",sam.castellana@nm.com,,Salesforce
11144400,Inactive Investor,John Child,President,Sound Investment Management Inc,jchild@simiusa.com,,Salesforce
11005837,Inactive Investor,Jodie Demarco,,Thrivent Investment Management Inc.,jodie.demarco@thrivent.com,,Salesforce
10644153,,Ari Jacobs,,,ari.jacobs@aon.com,,List Import
11190236,Inactive Investor,Chelsea Stockhaus,Financial Advisor,Edward Jones Westlake OH 26600 Detroit Rd,chelsea.stockhaus@edwardjones.com,,Salesforce
10843640,Inactive Investor,Joanna Sheffron,Financial Advisor,"Wells Fargo Clearing Services, LLC North Hollywood CA 10225 Riverside Dr",joanna.gustilo@wellsfargoadvisors.com,,Salesforce
10906166,Inactive Investor,Vernon Loo,,"Transamerica Financial Advisors, Inc Honolulu HI 1360 S Beretania St",vernon.loo@tfaconnect.com,,Salesforce
9637717,,Brian Payne,,,brianp@cicf.org,,List import
10879121,Inactive Investor,Lonnie Brink,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,lonniebrink.team@fidelity.com,,Salesforce
11086001,Inactive Investor,William Surdovel,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,william.surdovel@ubs.com,,Salesforce
233307,, -,,[[Unknown]],reedsbox@hotmail.com,,Direct
11190253,Inactive Investor,Joseph Martynek,Financial Advisor,Edward Jones Savannah GA 6600 Abercorn St,joseph.martynek@edwardjones.com,,Salesforce
11193166,Inactive Investor,Celine Oh,Financial Advisor,Edward Jones Ithaca NY 2255 N Triphammer Rd,celine.richardson@edwardjones.com,,Salesforce
9566299,,Michael Holmes,,,mholmes000@aol.com,,List import
10812935,Inactive Investor,Joseph Gordon,Managing Partner,"Gordon Asset Management, LLC",joseph.gordon@wealthqb.com,,Salesforce
10999195,Inactive Investor,Andrew Haberern,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",andrew.haberern@equitable.com,,Salesforce
347511,,Deborah Judd,Chief Operating Officer,"Altrinsic Global Advisors, Llc",djudd@altrinsic.com,203-661-0030,Manual List Upload
10827965,Inactive Investor,Michael Evans,,"Vanderbilt Securities, LLC Cheshire CT 1120 S Main St",mevans@vanderbiltsecurities.com,,Salesforce
10987789,Inactive Investor,Sarah Mihalcik,,USCA Securities LLC,smihalcik@uscallc.com,,Salesforce
10821825,Inactive Investor,Michelle Coble,,"Osaic Wealth, Inc. Oklahoma City OK 13929 Technology Dr",,,Salesforce
10856968,Inactive Investor,Adam Abelson,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,adam.abelson@morganstanley.com,,Salesforce
11182015,Inactive Investor,Jennifer Moss,,LPL Financial LLC Rochester NY 2024 W Henrietta Rd,jennifer.moss@lpl.com,,Salesforce
10648308,,Mathew Melendez,,,mathew.melendez@fidelity.com,,List Import
11077678,Inactive Investor,Ping Lin,,"Charles Schwab & Co., Inc. Walnut Creek CA Private Residence",,,Salesforce
10863427,Inactive Investor,Robert Stafford,Member,"Vantage Wealth Management, LLC",robert.stafford@vantagewealthmgmt.com,,Salesforce
9591182,,Amanda McClure,,,amandasmithmcclure@gmail.com,,List import
11221322,,Dominic Gastelum,,,dgastelum@firstrepublic.com,,List Import
11032804,Inactive Investor,Patrice Henning,Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",patrice.henning@raymondjames.com,,Salesforce
11161082,Inactive Investor,Timothy Sepsi,Investment Advisor Representative,"Osaic Wealth, Inc. Lemont Furnace PA 1320 Connellsville Rd",,,Salesforce
11013888,Inactive Investor,Zachary Johnson,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
11006180,Inactive Investor,Robert Whitaker,,Newbridge Securities Corporation The Villages FL 3251 Wedgewood Ln,rwhitaker@newbridgesecurities.com,,Salesforce
10812373,Inactive Investor,Daniel Klonsky,,Morgan Stanley Boca Raton FL 595 S Federal Hwy,,,Salesforce
10904153,Inactive Investor,Richard Kidron,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",richard.l.kidron@wellsfargoadvisors.com,,Salesforce
10870382,Inactive Investor,Colin Wiens,,"Larson Financial Securities, LLC Lakeland FL 65 Lake Morton Dr",,,Salesforce
1005330,Inactive Investor,Ziad Sarkis,,Wharton Alternative Investments Program,zhsarkis@gmail.com,,3rd Party Lead Gen
10848520,Inactive Investor,Arthur Busby,Chief Compliance Officer;President,"Stratford Investment Advisory Group, Inc.",,,Salesforce
11234664,Inactive Investor,Lethon Flowers,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10905066,Inactive Investor,Katherine Wilson,Financial Advisor,"Thoroughbred Financial Services, LLC",kwilson@thoroughbredfinancial.com,,Salesforce
335758,,Jay Graham,,Foundations Investment Advisors Llc,jay.graham@fiwealth.com,806-655-4803,
11193718,Inactive Investor,Jennifer James,,Edward Jones Chantilly VA 14520 Avion Pkwy,,,Salesforce
11079895,Inactive Investor,Akoni Miranda-Jones,,J.P. Morgan Securities LLC Newport Beach CA 1470 Jamboree Rd,akoni.miranda-jones@jpmorgan.com,,Salesforce
191071,,Joshua Keim,,[Unknown],1worldcurrency@gmail.com,,source
11115703,Inactive Investor,Tyler Colby,,Fidelity Brokerage Services LLC,,,Salesforce
11050454,Inactive Investor,Mitchell Metz,Senior Vice President,RTD Financial Advisors Inc,,,Salesforce
11045412,Inactive Investor,Kevin Espitia,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",kevin.espitia@robinhood.com,,Salesforce
11230992,Inactive Investor,Anu Disanayaka,,LPL Financial LLC Linthicum Heights MD 971 Corporate Blvd,anu.disanayaka@lpl.com,,Salesforce
11085216,Inactive Investor,Corey Woodhead,Financial Advisor,LPL Financial LLC Portland ME 172 Commercial St,corey.woodhead@lpl.com,,Salesforce
10760466,Inactive Investor,Matthew Showalter,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",matthew_showalter@ml.com,,Salesforce
11124188,Inactive Investor,Steven Starr,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
9599154,,Brett Witkowski,,,brett@jaffetilchin.com,,List import
10486684,,Apoorva Patel,Registered Client Associate,"Wells Fargo Clearing Services, LLC",apoorva.patel@wellsfargoadvisors.com,,List Import
10839183,Inactive Investor,Eric Tam,,"Equitable Advisors, LLC West Hempstead NY Private Residence",eric.tam@equitable.com,,Salesforce
11029030,Inactive Investor,Michael Charles,,PFS Investments Inc. Gilbert AZ 4365 E Pecos Rd,michael.charles@primerica.com,,Salesforce
10515569,,GENNARO GUARINO,,,guarino.genn@gmail.com,,Web Form Fillout
11023692,Inactive Investor,Jesse Leonardo,,LPL Financial LLC Rochester NY 3175 Chili Ave,jesse.leonardo@lpl.com,,Salesforce
11198139,Inactive Investor,Robert O'Carroll,,"J.W. Cole Financial, Inc. San Marcos CA 250 Avenida de Suerte",,,Salesforce
10772058,Inactive Investor,Ashley Dour,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley New York NY 1 Penn Plz,ashley.dour@morganstanley.com,,Salesforce
9593399,,aaa aaa,,,ljc.book@gmail.com,,List import
10894454,Inactive Investor,Albert Fong,Financial Advisor,Wedbush Securities Inc. Salinas CA Private Residence,,,Salesforce
121674,,David Banack,,"SunTrust Advisory Services, Inc.",jeff.banack@suntrust.com,772-224-3512,
9578370,,Kyle Poling,,,kpoling@ymail.com,,List import
10510803,,Susan Walsh,Event Marketing Manager,Vanguard,susan_e_walsh@vanguard.com,,List Import
10935883,Inactive Investor,Jordana Lokken,Client Service Associate,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",jordana.lokken@ampf.com,,Salesforce
9622934,,Ryan Kuo,,,ryanjkuo@gmail.com,,List import
9638183,,Marsh Davis,,,mdavis@indianalandmarks.org,,List import
10910427,Inactive Investor,Colin Wetzel,,"Raymond James Financial Services, Inc. State College PA 222 Blue Course Dr",colin.w@raymondjames.com,,Salesforce
10910650,Inactive Investor,Kevin Veverka,,"Truist Investment Services, Inc. Wake Forest NC 1821 S Main St",kevin.veverka@truist.com,,Salesforce
11016275,Inactive Investor,Carl Macko,Chief Compliance Officer;Chief Executive Officer;President,"Synergy Capital Management, LLC",,,Salesforce
10886522,Inactive Investor,Stephen Miller,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9606256,,Kat Cook,,,kat.cook@coinbase.com,,List import
14,,,,,davidanderson@250okpp.com,,
10869728,Inactive Investor,Thomas Deppe,,"Osaic Wealth, Inc. Muskego WI W160S6550 Commerce Dr",tdeppe@osaicwealth.com,,Salesforce
10769964,Inactive Investor,David Nielsen,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,david.nielsen@primerica.com,,Salesforce
10861546,Inactive Investor,Luann Olson,,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,luann.olson@primerica.com,,Salesforce
11144364,Inactive Investor,Ankit Bhargava,,"Wilmington Capital Securities, LLC Fort Lauderdale FL 275 Commercial Blvd",abhargava@wilmingtoncap.com,,Salesforce
10944337,Inactive Investor,Jason Reis,Financial Advisor,"Long Island Financial Group, Inc.",,,Salesforce
1003470,Inactive Investor,Glen Friedman,"CFO, Chief Compliance Officer",Kellner Capital,gfriedman@kellnercap.com,212-350-0200,3rd Party Lead Gen
10760528,Inactive Investor,Gerald Jack,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",gerald_jack@ml.com,,Salesforce
10906977,Inactive Investor,Thomas Marki,Wealth Manager,"AXIOM Founders Family Office, Inc.",,,Salesforce
11127697,Inactive Investor,Michael Allgeyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.allgeyer@fidelity.com,,Salesforce
10832506,Inactive Investor,Brian McGeehan,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10969244,Inactive Investor,Cheryl Frazier,Client Solutions Specialist,PNC Investments Saint Louis MO 120 S Central Ave,cheryl.frazier@pnc.com,,Salesforce
11144319,Inactive Investor,Jeffrey Levine,,LPL Financial LLC San Diego CA 9747 Businesspark Ave,jeffrey.levine@lpl.com,,Salesforce
10902186,Inactive Investor,Alex Beauregard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",alex.beauregard@ml.com,,Salesforce
10859043,Inactive Investor,John Tarantino,Financial Advisor,LPL Financial LLC Westfield NJ 123 South Ave E,,,Salesforce
11026143,Inactive Investor,Kai Lee,,"Transamerica Financial Advisors, Inc Norcross GA 3169 Holcomb Bridge Rd",kai.lee@transamerica.com,,Salesforce
11059675,Inactive Investor,Cameron Seibert,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cameron_seibert@vanguard.com,,Salesforce
11219378,,Elisheva Defeo,,,elisheva@yhbia.com,,Other
10886432,Inactive Investor,Ryan McNulty,Financial Advisor,LPL Financial LLC Fort Collins CO 2038 Vermont Dr,ryan.mcnulty@lpl.com,,Salesforce
10772437,Inactive Investor,Bruce Olephant,,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,bruce.olephant@opco.com,,Salesforce
10916342,Inactive Investor,Michael Keller,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
10998836,Inactive Investor,Luis Ramos,Vice President,J.P. Morgan Securities LLC Mesquite TX 801 E Cartwright Rd,luis.ramos@jpmorgan.com,,Salesforce
350690,,Brianna Loverich,Executive Assistant,Linden Capital Partners,bloverich@lindenllc.com,312-506-5600,Manual List Upload
9576912,,Cody Coleman,,,coleman.cody1999@gmail.com,,List import
4809114,,Terry Walling,,,terrywalling9@gmail.com,,Web Form Fillout
11218889,,Wendy Kretschmer,,,wkretschmer@wpcapital.com,,Other
10790306,Inactive Investor,Frederick Barone,,NYLIFE Securities LLC Cary NC 400 Pinner Weald Way,fbarone@ft.newyorklife.com,,Salesforce
10922027,Inactive Investor,Christopher Carter,Financial Advisor,Edward Jones Cincinnati OH 7778 E Kemper Rd,chris.carter2@edwardjones.com,,Salesforce
11179641,Inactive Investor,Brian Richmond,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Seal Beach CA 3010 Old Ranch Pkwy",brian.richmond@rbc.com,,Salesforce
142410,,Amanda Schmidt,,"Moneta Group Investment Advisors, Llc",aschmidt@monetagroup.com,(314) 231-3931,
11120307,Inactive Investor,Jenny Tang,Financial Consultant,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",jenny.tang@equitable.com,,Salesforce
226727,, -,,[[Unknown]],lelessawi@msn.com,,Initial Salesforce Import
9620015,,Franz Elgibri,,,franz.elgibri@screwyou.com,,List import
190073,,Kevin Barrantes,,[Unknown],futbol19k@gmail.com,,source
10850330,Inactive Investor,David Bailey,,LPL Financial LLC Stokesdale NC Private Residence,david.bailey@lpl.com,,Salesforce
11033316,Inactive Investor,Douglas Sobotik,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",douglas_sobotik@ml.com,,Salesforce
10615281,,Lynn Blanchard,"Financial Advisor, Senior Vice President",,lynn.blanchard@morganstanley.com,,List Import
9623105,,Daniel Solazzo,,,danielsolazzo@gmail.com,,List import
10991111,Inactive Investor,Danielle Lyerly,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",danielle.lyerly@nm.com,,Salesforce
118433,,Steven Nelson,Financial Advisor,"Prime Capital Investment Advisors, LLC",snelson@pciawealth.com,913-491-6226,
11025280,Inactive Investor,Neil Lajeunesse,,Cetera Advisor Networks LLC Queensbury NY Private Residence,nlajeunesse@ceteranetworks.com,,Salesforce
9643383,,Melvin Huges,,,soyoungevity@gmail.com,,List import
149878,,Hadar Zaslansky,,[Unknown],hadar.zaslansky@gmail.com,,Webinar
9631906,,Oliver Sladdin,,,olisladdin@gmail.com,,List import
152280,,Mario Fender,,[Unknown],marioafender@pm.me,,
10853817,Inactive Investor,Joshua Topp,Financial Advisor,"Flagship Harbor Advisors, LLC",joshua.topp@flagshipharbor.com,,Salesforce
10957038,Inactive Investor,Jan Strusinski,Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,jan.strusinski@morganstanley.com,,Salesforce
10973627,Inactive Investor,Joel Moskowitz,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,joel_moskowitz@glic.com,,Salesforce
10614846,,David Livingston,"Financial Advisor, Senior Portfolio Manager, Vice President",,david.j.livingston@morganstanley.com,,List Import
10881045,Inactive Investor,Brian Duda,,"Cambridge Investment Research, Inc. Port Huron MI 2932 Pine Grove Ave",,,Salesforce
180981,,yusa emek,,[Unknown],indianapolisme.7@gmail.com,,
10903808,Inactive Investor,Albert Sutton,,Middlegate Securities Inc.,,,Salesforce
11135585,Inactive Investor,George Spivak,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
9634425,,Bruce Terker,,,bterker@argosyrealestate.com,,List import
11206858,Inactive Investor,Brian McCormack,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Wilmington NC 1213 Culbreth Dr",brian.mccormack@schwab.com,,Salesforce
10845182,Inactive Investor,Jamie Johnson,Chief Compliance Officer;Owner;President,"JLJ Capital Management, LLC",,,Salesforce
9638420,,Bruce Wyman,,,bwyman@thefishergrp.com,,List import
10882824,Inactive Investor,Sara Yocum,,"Ameriprise Financial Services, LLC Naples FL 9015 Strada Stell Ct",sara.r.yocum@ampf.com,,Salesforce
11211414,Inactive Investor,Donald Barrere,,"Osaic Wealth, Inc. Sugar Land TX 2610 Riverhollow Ln",,,Salesforce
11235266,Inactive Investor,Geoffrey Boldt,Wealth Advisor,Oregon Pacific Wealth Management,geoff.boldt@oregonpacificwealth.com,,Salesforce
10962091,Inactive Investor,Eliseo Dominguez,,"Wells Fargo Clearing Services, LLC Bettendorf IA 2001 Spruce Hills Dr",eliseo.dominguez@wellsfargo.com,,Salesforce
10962163,Inactive Investor,Jayms Dickson,,"MML Investors Services, LLC Austin TX 317 Grace Ln",jdickson@financialguide.com,,Salesforce
10487440,,Claudia Martin,"Director - Operations, Operations Manager",Level Four Advisory Services,cmartin@levelfourfinancial.com,,List Import
11181490,Inactive Investor,Mary Ramos,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",mary.ramos@usbank.com,,Salesforce
11175087,Inactive Investor,Alexandra Paul,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,alexandra.paul@fidelity.com,,Salesforce
11123334,Inactive Investor,Brett Couch,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brett_couch@vanguard.com,,Salesforce
11076746,Inactive Investor,Jeffrey Williams,Founder;Managing Principal;Regulatory Contact;Senior Financial Advisor,"Grand Wealth Management, LLC",jeff@grandwealth.com,,Salesforce
10767616,Inactive Investor,William Ekren,Financial Advisor,Edward Jones Rohnert Park CA 6010 Commerce Blvd,will.ekren@edwardjones.com,,Salesforce
11060874,Inactive Investor,Paquita Kimbrough,,UBS Financial Services Inc.,,,Salesforce
11165146,Inactive Investor,Elizabeth Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",,,Salesforce
10841916,Inactive Investor,Rodney Overlander,,"Farmers Financial Solutions, LLC Denton TX 2925 Country Club Rd",roverlander@farmersagent.com,,Salesforce
373235,,Michael Sandomeno,,[Unknown],mikesandomeno@gmail.com,,source
10821447,Inactive Investor,Glenn Flego,Vice President,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",glenn.flego@ampf.com,,Salesforce
10997521,Inactive Investor,Yunyan Zhou,,Citigroup Global Markets Inc. San Francisco CA 4455 Geary Blvd,gloria.zhou@citi.com,,Salesforce
10995096,Inactive Investor,Marina Kubasova,,J.P. Morgan Securities LLC New York NY 410 Park Ave,marina.kubasova@jpmorgan.com,,Salesforce
9629780,,David Lester,,,david_lester@talk21.com,,List import
10926610,Inactive Investor,John Lamb,,"Wells Fargo Clearing Services, LLC Seneca SC 301 Main St",,,Salesforce
11109452,Inactive Investor,Quinn Vandyke,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10973197,Inactive Investor,Alexander Deangelis,,Fidelity Brokerage Services LLC Dayville CT Private Residence,,,Salesforce
10779726,Inactive Investor,Lawrence Davis,Investment Executive,"Fifth Third Securities, Inc. Avon OH 36192 Detroit Rd",larry.davis@53.com,,Salesforce
10927878,Inactive Investor,Logan Thompson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9590165,,Lucas Esteves,,,lucas.esteves.tajes@outlook.com,,List import
11074809,Inactive Investor,David Hill,Senior Client Analyst,LNW Exton PA Private Residence,dhill@lnwadvisors.com,,Salesforce
10931552,Inactive Investor,Claudette Smith,,PFS Investments Inc. Brooklyn NY 5502 Ave N,claudette.smith@primerica.com,,Salesforce
9571689,,Aime Vanderbusse,,,ludvicus@icloud.com,,List import
9568591,,Craig Miller,,,craig.miller@securitiesamerica.com,,List import
248997,,Eddy Liu,CEO,NFTMind LLC,453452136@qq.com,,Manual List Upload
10765709,Inactive Investor,Eric Gould,Financial Advisor,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",eric.gould@wellsfargoadvisors.com,,Salesforce
348818,,Frank Lavrigata,Director Of Portfolio Management,"Gm Advisory Group, Inc.",flavrigata@gmadvisorygroup.com,631-227-3900,Manual List Upload
11061563,Inactive Investor,Scott Sarkela,Financial Advisor,"Osaic Wealth, Inc. Grand Rapids MN 506 NW 2nd Ave",,,Salesforce
1005124,Inactive Investor,Steven Kwak,,Fir Tree Partners,steven.kwak@gmail.com,,3rd Party Lead Gen
10944935,Inactive Investor,Lemar Williams,Financial Advisor,LPL Financial LLC Lake Mary FL 801 International Pkwy,lemar.williams@lpl.com,,Salesforce
6711126,,Mahbub hussain joglu Joglu,,,mahbubgoli@gmail.com,,Web Form Fillout
11157146,Inactive Investor,Owen Williams,,PlanMember Securities Corporation Federal Way WA Private Residence,,,Salesforce
10912359,Inactive Investor,Dennis Hausker,,PFS Investments Inc. Southfield MI 24725 W 12 Mile Rd,dennis.hausker@primerica.com,,Salesforce
11212532,Inactive Investor,Michael Hoffman,,"Osaic FS, Inc. Roswell GA 7313 Saint Charles Sq",mhoffman@lfg.com,,Salesforce
10823985,Inactive Investor,Luis Guzman,Financial Advisor,Morgan Stanley Lisle IL 4225 Naperville Rd,luis.guzman@morganstanley.com,,Salesforce
11011839,Inactive Investor,Carlos Martinez,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,cmartinez.1gvhv@primerica.com,,Salesforce
11021180,Inactive Investor,Robert Hoffman,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
11067026,Inactive Investor,Julian Gessa,,"Wells Fargo Clearing Services, LLC Eatontown NJ 84 State Rte 36",julian.gessa@wellsfargo.com,,Salesforce
10970430,Inactive Investor,Adam Setser,,LPL Financial LLC Valdosta GA 201 Woodrow Wilson Dr,adam.setser@lpl.com,,Salesforce
11054403,Inactive Investor,Paul Bedinghaus,Chief Compliance Officer;Managing Member;President,"Bedinghaus Financial Group, Inc",,,Salesforce
10793124,Inactive Investor,Kyle Schmahl,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Bellevue WA 929 108th Ave NE",kschmahl@tiaa.org,,Salesforce
11007234,Inactive Investor,Dwight Wilcox,,"Allstate Financial Services, LLC Fontana CA 16023 Baseline Ave",dwightwilcox@allstate.com,,Salesforce
11212150,Inactive Investor,Sheri Larsen,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,sheri.larsen@ubs.com,,Salesforce
10488062,,John Henry,Managing Member,TriGate Management LLC,jhenry@trigatecapital.com,,List Import
11015663,Inactive Investor,Lauren Gratenstein,,PFS Investments Inc. Greenville SC 355 S Main St,lgratenstein@primerica.com,,Salesforce
139321,,Kevin Oconnor,,"Avantax Planning Partners, Inc.",kevin.oconnor@hkfs.com,,
5228879,,apple too,,,noseri1954@nubotel.com,,Web Form Fillout
10510377,,John Angelos,"Sr. Director, Commercial Business Development",MerQube,john.angelos@merqube.com,,List Import
9578290,,John Karle,,,karlej@msn.com,,List import
10803847,Inactive Investor,Joseph Sweeney,Managing Partner,Cornerstone Wealth San Francisco CA 88 Kearny St,jsweeney@cwgadvisors.com,,Salesforce
9578400,,Brian Gray,,,brian@apofinancial.com,,List import
348088,,Toby Lee,Associate,Redbird Capital Partners Management Llc,tlee@redbirdcap.com,212-235-1000,Manual List Upload
11144520,Inactive Investor,Harold Rood,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Rood Financial, LLC",harold@roodfinancial.com,,Salesforce
9604512,,Th? V?n,,,duongvantho3@gmail.com,,List import
44689,,Lee Loper,Financial Professional,"Voya Financial Advisors, Inc.",lee.loper@voyafa.com,915-772-5407,
11077296,Inactive Investor,William Crick,,Cetera Investment Services LLC Marietta GA 2486 Roswell Rd,,,Salesforce
11197779,Inactive Investor,Gerald Luff,Chief Compliance Officer;Chief Operating Officer;Partner,BakerAvenue,jl@bakerave.com,,Salesforce
10913334,Inactive Investor,Eric Chau,,"Transamerica Financial Advisors, Inc New York NY 1120 Avenue of the Americas",eric.chau@tfaconnect.com,,Salesforce
10929081,Inactive Investor,Tyler Ford,Financial Planning Specialist;Paraplanner,"Ameriprise Financial Services, LLC Fort Wayne IN 409 E Cook Rd",tyler.ford@ampf.com,,Salesforce
11221919,,James Buckham,,,jamesbuckham@wellesleyinvestment.com,,List Import
10999944,Inactive Investor,Nykeia Neal,,PFS Investments Inc. Riverton NJ 101 Rte 130 S,,,Salesforce
9587721,,Elizabeth Jones,,,emj@blakelyharboradvisors.com,,List Import
11036550,Inactive Investor,Blake Honda,Associate Financial Advisor,"Ameriprise Financial Services, LLC Highland Park IL 89 Lincolnwood Rd",blake.honda@ampf.com,,Salesforce
9636764,,Karen Altfest,,,karen@altfest.com,,List import
10881506,Inactive Investor,Michael Ladin,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Ladin Financial Group, Inc.",michael@ladinfinancialgroup.com,,Salesforce
11183829,Inactive Investor,Alexander Hart,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
10860924,Inactive Investor,Eric Paradis,,Lincoln Investment North Dartmouth MA 84 Faunce Corner Mall Rd,eparadis@lincolninvestment.com,,Salesforce
9590511,,Spencer Sappington,,,spencerbsappington@gmail.com,,List import
9592925,,Steve Kuriyama,,,steve@paralleladvisors.com,,List import
11102209,Inactive Investor,Christopher Cone,,"Osaic Wealth, Inc. Tulsa OK 4775 E 91st St",,,Salesforce
10647778,,Erin Laffrenzen,,,elaffrenzen@cambiar.com,,List Import
10952578,Inactive Investor,Andres Rodriguez,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10756915,Inactive Investor,Kyle Krager,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield IL 611 E Monroe St",kyle.krager@ml.com,,Salesforce
11097691,Inactive Investor,Sean Minett,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,seanminett.team@fidelity.com,,Salesforce
10932406,Inactive Investor,Stephen Stravolo,Chief Executive Officer;Financial Advisor;Founding Partner;Owner,"Stravolo Wealth Management, LLC",steve@stravolo.com,,Salesforce
10887764,Inactive Investor,Stephen Marrazzo,,"Osaic Wealth, Inc. Harrisburg PA 5291 Devonshire Rd",,,Salesforce
10998390,Inactive Investor,Douglas Russell,Preferred Relationship Manager,"Fifth Third Securities, Inc. Westerville OH 7425 State Rte 3",douglas.russell@53.com,,Salesforce
371841,,JOSHUA BLITZ,,United States,bsb33050@gmail.com,,Salesforce
9622995,,Oliver Bagnall,,,oliver_bagnall@hotmail.com,,List import
11053552,Inactive Investor,Sean Ealy,Investment Advisor Representative;Managing Member;Regulatory Contact,"Welch Investment Group, LLC",sean@welchig.com,,Salesforce
10922269,Inactive Investor,Kelly Switt,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
11004374,Inactive Investor,Adiel Aguiar- Pagan,,"Raymond James & Associates, Inc.",adiel.aguiar-pagan@raymondjames.com,,Salesforce
11184573,Inactive Investor,Shane Daniel Pipher,Financial Advisor,Park Avenue Securities LLC Jacksonville FL 10151 Deerwood Park Blvd,shane_pipher@glic.com,,Salesforce
11088911,Inactive Investor,Andrea Broughton,Chief Executive Officer;Founder;Regulatory Contact,"SBK Financial, Inc.",abroughton@sbkfinancial.com,,Salesforce
10976857,Inactive Investor,Dasha Yerokhin,,Citigroup Global Markets Inc.,,,Salesforce
11042699,Inactive Investor,Philip Califano,President,Califano Financial Group,,,Salesforce
10488995,,Melissa Rench,,"OneAmerica Securities, Inc. Plano TX 4324 Mapleshade Ln",missy@benchmarkincome.com,,List Import
9600180,,John Threlkeld,,,john@advantagewealth.com,,List Import
9547423,,Thomas Zitzmann,,,t.zitzmann@kmsfinancial.com,,List import
9573047,,William Hankins,,,william.hankins@fidelity.com,,List import
11102563,Inactive Investor,Daniel Fernandez,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,daniel.fernandez@fmr.com,,Salesforce
118832,,Brian Gagnon,"Portfolio Manager, Senior Partner","Gagnon Securities, LLC",bgagnon@gagnonsec.com,212-554-5015,Manual List Upload
11112822,Inactive Investor,Kaitlyn Fay,,Edward Jones Bad Axe MI 1616 Bad Axe Rd,kaitlyn.fay@edwardjones.com,,Salesforce
10839708,Inactive Investor,Karla Kuykendall,,"First Command Brokerage Services, Inc.",kkjimenez@firstcommand.com,,Salesforce
10755906,Inactive Investor,Renee Couch,Portfolio Associate,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,renee.couch@morganstanley.com,,Salesforce
9618410,,Christopher Cook,,,ccook@zazove.com,,List import
11021287,Inactive Investor,Leo Reichle,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Spring TX 2445 Technology Forest Blvd,leo.reichle@opco.com,,Salesforce
11125367,Inactive Investor,Lindsey Tummond,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,lindsey.tummond@lpl.com,,Salesforce
10789075,Inactive Investor,Kathleen Kehoe,Senior Branch Office Administrator,Edward Jones Davenport IA 5515 Jersey Ridge Rd,,,Salesforce
11102342,Inactive Investor,Jon Jones,Chief Executive Officer;Co-Founder,Brighton Jones LLC,jon@brightonjones.com,,Salesforce
10645898,,John Crawford,,,j.crawford@lpl.com,,List Import
11132518,Inactive Investor,Nicholas Curinga,Executive Vice President,"Good Life Advisors, LLC Bridgeville PA 100 Emerson Ln",nicholas.curinga@goodlifefa.com,,Salesforce
10754379,Inactive Investor,Kelsey Randall,Portfolio Associate,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,kelsey.webster@morganstanley.com,,Salesforce
236200,, -,,[[Unknown]],ab@goldfinx.com,,
9589397,,Frankie Valentine,,,frankcelindro@gmail.com,,List import
10930891,Inactive Investor,Alan Tomlin,,"Osaic Wealth, Inc. Alpharetta GA 2400 Lakeview Pkwy",,,Salesforce
199874,,Lauren Gooding,"Director, Wealth Advisor, Wealth Analyst",Round Table Wealth Management,lauren@roundtablewealth.com,561-569-8240,
10804399,Inactive Investor,Agne Solano,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",agne.solano@ml.com,,Salesforce
10926840,Inactive Investor,Shiju Abraham,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",sabraham@financialguide.com,,Salesforce
10841237,Inactive Investor,Keith Britton,Financial Advisor,Edward Jones Moultonborough NH 512 Whittier Hwy,keith.britton@edwardjones.com,,Salesforce
11156910,Inactive Investor,Remi Bryan,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,remi_bryan@vanguard.com,,Salesforce
10990135,Inactive Investor,Elizabeth Dzhafarova,,"Wells Fargo Clearing Services, LLC San Francisco CA 3431 California St",,,Salesforce
11140503,Inactive Investor,Jeffrey Smith,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,jeffrey.smith@opco.com,,Salesforce
10647750,,Denise Youngquist,,,dyoungquist@cambridgesecure.com,,List Import
10998583,Inactive Investor,Jordan Greene,,Vanguard Marketing Corporation,jordan_greene@vanguard.com,,Salesforce
10906533,Inactive Investor,Ron Feinman,,Cabot Lodge Securities LLC Lynchburg VA 801 Main St,ron.feinman@clsecurities.com,,Salesforce
11233304,Inactive Investor,Max Ripans,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10993280,Inactive Investor,Edelith Ramirez,,J.P. Morgan Securities LLC Palm Desert CA 72950 Hwy 111,edelith.ramirez@chase.com,,Salesforce
1004485,Inactive Investor,Igor Musayev,"Associate Director, Financial & Investment Services",Igor Musayev,igor@jcfny.org, +1 212 752 8277,3rd Party Lead Gen
145598,,Markus Öberg,,[Unknown],markusobergsaltis@gmail.com,,source
11003169,Inactive Investor,Shane Sandretto,,"First Command Brokerage Services, Inc. Fayetteville NC 2153 Valleygate Dr",ssandretto@firstcommand.com,,Salesforce
10807541,Inactive Investor,Lindsay St. Peter,Investment Executive,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,lstpeter@investdavenport.com,,Salesforce
10775195,Inactive Investor,Van M Hess,Financial Professional,"MML Investors Services, LLC Los Angeles CA 1888 Century Park E",vhess@financialguide.com,,Salesforce
11080900,Inactive Investor,Wendy Namack,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Port Charlotte FL 18245 Paulson Dr,wnamack@commonwealth.com,,Salesforce
9645620,,alex alarcon,,,aalarcca@gmail.com,,List import
11028188,Inactive Investor,Carlos Iglesias,,J.P. Morgan Securities LLC Silver Spring MD 11297 New Hampshire Ave,carlos.iglesias@jpmorgan.com,,Salesforce
10693718,,[Unknown],,,jordanilyat@gmail.com,,Web form fillout
10969813,Inactive Investor,Mark Mcauley,Advisor,"Great Oak Capital Partners, LLC",mmcauley@greatoakcp.com,,Salesforce
9563748,,James Wallace,,,jim.wallace@federatedhermes.com,,List import
10920403,Inactive Investor,Courtney Hancock,Financial Advisor,Edward Jones Farmington NM 5160 College Blvd,courtney.hancock@edwardjones.com,,Salesforce
11232669,Inactive Investor,Maya Aly,,PlanMember Securities Corporation Red Bank NJ 54 Broad St,,,Salesforce
10753809,Inactive Investor,Thomas Mathew,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",thomas_mathew@ml.com,,Salesforce
11202193,Inactive Investor,Stephanie Hughes,Chief Compliance Officer;Chief Executive Officer;Member,"Wiss Private Client Advisors, LLC",shughes@wiss.com,,Salesforce
1001438,Inactive Investor,Mike Mullings,,Continental Stock Transfer & Trust,mmullings@continentalstock.com,,
9567693,,Steven Tornatore,,,steven.tornatore@transamerica.com,,List import
11007764,Inactive Investor,Linda Hertog,,PFS Investments Inc. Cumming GA 925 Sanders Rd,lhertog@primerica.com,,Salesforce
9642815,,Oleg Iaremenko,,,oiaremenko@gmail.com,,List import
10976066,Inactive Investor,Michael Depaola,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
9573659,,Mark Monroe,,,mark.monroe@thrivent.com,,List import
10842413,Inactive Investor,Steven Yazbeck,Financial Advisor,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
10973837,Inactive Investor,Jasmine Washington,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jasmine.washington@tiaa.org,,Salesforce
11189613,Inactive Investor,Pierre Lim,Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 1351 N Town Center Dr",pierre_lim@ml.com,,Salesforce
10937329,Inactive Investor,Paul Sussman,Financial Advisor,LPL Financial LLC Boulder CO 1200 28th St,paul.sussman@lpl.com,,Salesforce
9607325,,Michael Finelli,,,michael.finelli@mycio.com,,List import
10990080,Inactive Investor,Miles Shaheen,,Rockefeller Financial LLC New York NY 437 Madison Ave,mshaheen@rockco.com,,Salesforce
11052162,Inactive Investor,Alex Person,Vice President,"Stifel, Nicolaus & Company, Incorporated Sioux Falls SD 2401 W Trevi Pl",alex.person@stifel.com,,Salesforce
11112389,Inactive Investor,Mattie Quigley,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,mattie.quigley@jpmorgan.com,,Salesforce
10830455,Inactive Investor,Teresa Bravo,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,tbravo@nationwideplanning.com,,Salesforce
10817244,Inactive Investor,Colin Mackey,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,colin.mackey@fidelity.com,,Salesforce
11261251,Inactive Investor,Paula Landau,Managing Director;Relationship Manager;Wealth Advisor,Chevy Chase Trust Company,plandau@chevychasetrust.com,,Salesforce
11054335,Inactive Investor,Scott Schachtman,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",scott.schachtman@rbc.com,,Salesforce
10950488,Inactive Investor,Christopher Haich,,PFS Investments Inc. Cumming GA 327 Dahlonega St,christopher.haich@primerica.com,,Salesforce
10803990,Inactive Investor,Glen Gheesling,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,glen.gheesling@morganstanley.com,,Salesforce
9596505,,David Mailloux,,,david.mailloux@wcipllc.com,,List import
10801735,Inactive Investor,Lisa Mirabella,Client Service Associate;Portfolio Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,lisa.eaton@morganstanley.com,,Salesforce
10762198,Inactive Investor,Francis Noonan,,"Cadaret, Grant & Co., Inc. Cedar Knolls NJ 14 Ridgedale Ave",fnoonan@cadaretgrant.com,,Salesforce
10830937,Inactive Investor,Robert George,Financial Advisor,LPL Financial LLC Smithtown NY 329 E Main St,robert.george@lpl.com,,Salesforce
11166213,Inactive Investor,Ronald Ciani,,"Raymond James Financial Services, Inc. Austin TX 3508 Far West Blvd",ken.ciani@raymondjames.com,,Salesforce
11074211,Inactive Investor,Andrew Harby,,Country Capital Management Company Springfield IL 1025 Junction Cir,andrew.harby@countryfinancial.com,,Salesforce
9595502,,Oliver Chen,,,ochen3@simon.rochester.edu,,List import
10992655,Inactive Investor,Roderick Hardy,,Edward Jones Carefree AZ 37555 Hum Rd,,,Salesforce
10862449,Inactive Investor,Azeez Namazi,Financial Advisor;Financial Professional,"Hornor, Townsend & Kent, LLC Edison NJ 110 Fieldcrest Ave",anamazi@htk.com,,Salesforce
11148861,Inactive Investor,John Orlikowski,,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,john.orlikowski@td.com,,Salesforce
11219194,,Amanda Poe,,,mpoe@highlandassoc.com,,Other
11111363,Inactive Investor,John Drinkard,,"Fifth Third Securities, Inc. Lexington KY 2295 Nicholasville Rd",john.drinkard@53.com,,Salesforce
11064953,Inactive Investor,Sonia Bracamonte,,J.P. Morgan Securities LLC Tucson AZ 2920 W Valencia Rd,sonia.g.bracamonte@chase.com,,Salesforce
8002084,,Lucille Rhee,,,lucillerheeblue99@tohup.com,,Web Form Fillout
11171039,Inactive Investor,Dimitry Levin,,Citigroup Global Markets Inc.,dimitry.levin@citi.com,,Salesforce
9632987,,Amman Jesani,,,amman@stagedelta.com,,List import
9622680,,mario marijanovic,,,mindmap2512@gmail.com,,List import
9569114,,Jeff Smothermon,,,jeff.smothermon@yahoo.com,,List import
10655776,,Vinay Anand,,,vinayk.anand91@gmail.com,,Web Form Fillout
9640256,,Leo Lee,,,crlee@blf.gov.tw,,List import
11151894,Inactive Investor,Carole Schreck,Private Client Associate;Wealth Planning Associate,Janney Montgomery Scott LLC Lutherville Timonium MD 2328 W Joppa Rd,cschreck@janney.com,,Salesforce
10765244,Inactive Investor,Robert Kinnally,,"Osaic FS, Inc. San Antonio TX 601 NW Loop 410",,,Salesforce
9551417,,z z,,,zz@gmail.com,,List import
9627168,,Scott Rhoten,,,rhotenscott4@gmail.com,,List import
11053516,Inactive Investor,Adam Longlais,Chief Investment Officer;Senior Vice President,Nicolet Wealth Management,alonglais@nicoletwealth.com,,Salesforce
10872427,Inactive Investor,Donald Gerharz,,State Farm VP Management Corp. Janesville WI 305 S Main St,,,Salesforce
9586996,,David Kilborn,,,dkilborn@ansonboroughcapital.com,,List import
9591302,,Concetta Kristan,,,conniekristan@gmail.com,,List import
9609121,,Linh Nguyen,,,linhnguyenmd@yahoo.com,,List import
9595430,,William Wadsworth,,,william@ptsmanagement.com,,List import
10990813,Inactive Investor,Jennifer Kaifesh,,PFS Investments Inc. Cleveland OH 675 Alpha Dr,jkaifesh@primerica.com,,Salesforce
9561080,,Joshua Mason,,,j.mason@themathergroup.com,,List import
11137520,Inactive Investor,Nathaniel Wineland,Financial Planner,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,nwineland@janney.com,,Salesforce
11170564,Inactive Investor,Catherine Corbella,,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,catherine.corbella@ubs.com,,Salesforce
11084249,Inactive Investor,Gabriella Milley,,Nationwide Planning Associates Inc. Princeton NJ 151 Library Pl,gmilley@nationwideplanning.com,,Salesforce
10612968,,Douglas Man,"First Vice President, Senior Financial Advisor, Vice President",,douglas_man@ml.com,,List Import
10877819,Inactive Investor,George Arias,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,garias@snowdenlane.com,,Salesforce
10851888,Inactive Investor,Anthony Miehle,,PFS Investments Inc. Brick NJ 74 Brick Blvd,anthony.miehle@primerica.com,,Salesforce
9582139,,Vincent Camarda,,,clientservice@agmorgan.net,,List import
10697169,,peak jongcheol,,,jongchir8787@gmail.com,,Web form fillout
10960285,Inactive Investor,Jonathan Schooley,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10906412,Inactive Investor,Dana Davidson,,Momentum Independent Network Inc. Glenview IL 4350 DI Paolo Ctr,dana.davidson@momentumin.com,,Salesforce
9545047,,Dean Sanderson,,,dean.sanderson@transamerica.com,,List import
11113616,Inactive Investor,Robert Brooks,,Fidelity Brokerage Services LLC Boynton Beach FL Private Residence,,,Salesforce
11197665,Inactive Investor,Asser Maamoun Eldawy,,Citigroup Global Markets Inc.,,,Salesforce
10765613,Inactive Investor,Bryan Schneider,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,bschneider@dadco.com,,Salesforce
9544832,,Steven Gee,,,steve.gee@voya.com,,List import
10824323,Inactive Investor,Ziad Alkhamis,Financial Advisor,LPL Financial LLC Portage MI 7900 Kirkland Ct,,,Salesforce
9560685,,Damian Gallina,,,damian.gallina@buttonwoodfa.com,,List import
9623278,,Han Joo LEE,,,daia2005@naver.com,,List import
11234007,Inactive Investor,Anthony Ordaz,,"Wells Fargo Clearing Services, LLC Corona CA 3877 Bedford Canyon Rd",,,Salesforce
11051899,Inactive Investor,David Petry,Financial Advisor;Investment Advisor Representative,"Reap In Wealth Management, LLC Lake Mary FL 801 International Pkwy",dpetry@retirementestateplan.com,,Salesforce
11118906,Inactive Investor,David Swallow,,"TIAA-CREF Individual & Institutional Services, LLC Gainesville FL 5001 Celebration Pointe Ave",david.swallow@tiaa.org,,Salesforce
9599847,,Deborah Stotts,,,d.stotts@chesleytaft.com,,List import
11120889,Inactive Investor,Daniel Marean,Financial Advisor,"Ameriprise Financial Services, LLC Westborough MA 1700 W Park Dr",daniel.marean@ampf.com,,Salesforce
11025710,Inactive Investor,Dezaray Hansen,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,dhansen1@ft.newyorklife.com,,Salesforce
11138244,Inactive Investor,Jacob Gayle,,Neuberger Berman BD LLC,jacob.gayle@nb.com,,Salesforce
10988081,Inactive Investor,Vimal Madhani,,"Vanderbilt Securities, LLC Lombard IL 200 W 22nd St",,,Salesforce
9599972,,leo lu,,,liyang.lu@lsquaredmanagement.com,,List import
9625485,,Jayraj Rajput,,,bccwinner@gmail.com,,List import
11254828,Inactive Investor,Nour Alhafar,Relationship Manager,United Capital Financial Advisors Evansville IN 601 N Cross Pointe Blvd,nour.alhafar@unitedcapitalwealth.com,,Salesforce
9641885,,Denise Kehler,,,denise.kehler@willistowerswatson.com,,List import
9577279,,Raymond Bolin,,,rbolin@fscadvisor.com,,List import
341114,,Xian Wong,"Tax, Financial Services Manager","Cooper/haims Advisors, Llc",xwong@cooperhaims.com,(585) 248-6400,Manual List Upload
10942110,Inactive Investor,Thomas Gessick,,"Equity Services, Inc. Albany NY 18 Computer Dr E",tgessick@nationallife.com,,Salesforce
10777679,Inactive Investor,Frank Migliazzo,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",f_migliazzo@ml.com,,Salesforce
10825364,Inactive Investor,Gregory Schill,,LPL Financial LLC San Diego CA 4707 Executive Dr,gregory.schill@lpl.com,,Salesforce
11230554,Inactive Investor,Christopher Tieh,,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",,,Salesforce
10794475,Inactive Investor,Sebastian Sullivan,,"Cambridge Investment Research, Inc. Lemoyne PA 1011 Mumma Rd",,,Salesforce
10933584,Inactive Investor,Peter Imlay,,"Alexander Capital, L.P.",pimlay@alexandercapitallp.com,,Salesforce
10775484,Inactive Investor,Adam Mace,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,adam.mace@jpmorgan.com,,Salesforce
10786991,Inactive Investor,David Newman,,"Principal Securities, Inc. Las Vegas NV Private Residence",newman.david@principal.com,,Salesforce
45461,,Michael Stecker,Financial Associate,Thrivent Investment Management Inc.,michael.stecker@thrivent.com,,
11007967,Inactive Investor,David Estes,Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Bloomington IN 121 N Pete Ellis Dr,destes@rwbaird.com,,Salesforce
9548102,,Louis de Melo,,,louis.demelo@sinaihealthsystem.ca,,List import
10774647,Inactive Investor,Robert Chuprevich,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",robert.chuprevich@tiaa.org,,Salesforce
10909753,Inactive Investor,Arceli Santos,,Key Investment Services LLC Seattle WA 7307 35th Ave NE,arceli.santos@key.com,,Salesforce
11016252,Inactive Investor,John O'Reilly,Founder;Managing Member;Owner,O'Reilly Wealth Advisors,roadmap@oreillywa.com,,Salesforce
10843312,Inactive Investor,Brian Heitler,Branch Manager;Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tampa FL 205 S Hoover Blvd",bheitler@wfafinet.com,,Salesforce
10494548,,Billy Fowler,"Chief Compliance Officer, Owner, President",Fowler Financial Management,bill@ffmria.com,,List Import
339997,,Allie Bell,"Investment, Portfolio Analyst",Generation Capital Management Llc,abell@gencapmgmt.com,585-232-8560,Manual List Upload
10752667,Inactive Investor,Jason Lefler,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Brevard NC 9 Park Pl W",,,Salesforce
10991574,Inactive Investor,Ian Mayes,Financial Advisor,The Huntington Investment Company Minneapolis MN 6501 Richfield Pkwy,ian.mayes@huntington.com,,Salesforce
10937041,Inactive Investor,Karen Medford,Financial Advisor,Fleming Financial Advising,,,Salesforce
10925150,Inactive Investor,Saloni Sharma,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10853087,Inactive Investor,Craig Arfsten,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,craig.arfsten@lpl.com,,Salesforce
10993912,Inactive Investor,Meghan O'Rourke,,UBS Financial Services Inc. Nashville TN 3102 West End Ave,,,Salesforce
10775748,Inactive Investor,Peter Stone,,Goldman Sachs & Co.,peter.stone@gs.com,,Salesforce
9581541,,Gary Miller,,,gmiller@frontierasset.com,,List import
11212458,Inactive Investor,Samantha Promsiri,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,sam.promsiri@chase.com,,Salesforce
114092,,Todd Funk,"Senior Financial Advisor, Vice President","Associated Investment Services, Inc.",todd.funk@associatedbank.com,920-722-3321,
10826270,Inactive Investor,Sawyere Monson,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",sawyere.monson@nm.com,,Salesforce
10793202,Inactive Investor,Michael Schwartz,Financial Advisor;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,michael.i.schwartz@morganstanley.com,,Salesforce
10878554,Inactive Investor,Jay Weinberg,Financial Advisor,LPL Financial LLC Mount Laurel NJ 305 Fellowship Rd,jay.weinberg@lpl.com,,Salesforce
10874185,Inactive Investor,Harvey Grajales,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,peg.grajalesgarcia@primerica.com,,Salesforce
10807702,Inactive Investor,Timothy Sayre,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",timothy.sayre@wellsfargoadvisors.com,,Salesforce
10826396,Inactive Investor,Richard Cravens,,PFS Investments Inc. Wichita KS 550 N 159th St E,richard.cravens@primerica.com,,Salesforce
11183692,Inactive Investor,Michael Goldstein,Retirement Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",michael_goldstein@ml.com,,Salesforce
11005880,Inactive Investor,Trevor Kautz,,"Farmers Financial Solutions, LLC Palos Park IL 8104 W 119th St",,,Salesforce
11170781,Inactive Investor,William Keating,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,william.keating@primerica.com,,Salesforce
11050794,Inactive Investor,Milagros Kleiner,Chief Compliance Officer;Founding Partner,SlateStone Wealth LLC Jupiter FL 4495 Military Trl,mkleiner@slatestone.com,,Salesforce
11075750,Inactive Investor,Merrell Siegel,Director - Investments,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,merrell.siegel@opco.com,,Salesforce
9568423,,Georgi Bivolarski,,,george.bivolarski@valic.com,,List import
11297505,,Timothy Bentley,,,investigatsions78@yahoo.com,6196027034,Web Form Fillout
10917219,Inactive Investor,Mark Chapman,,"Avondale Partners, LLC",,,Salesforce
10854523,Inactive Investor,William Kim,Advisor;Senior Consultant,"WESPAC Advisors, LLC",william.k@wespac.net,,Salesforce
11145877,Inactive Investor,Paul Thompson,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,paul.thompson@primerica.com,,Salesforce
11172595,Inactive Investor,Melissa Gallery,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,,,Salesforce
9555099,,Matthew Warwick,,,matt.warwick88@icloud.com,,
9557525,,Sai Sasidhar Nimmagadda,,,sasinimmagadda@gmail.com,,List import
11217852,,Caleb Jerome,,,caleb.jerome@jpmorgan.com,,List Import
10695781,,Ariel Jimenez,,EFG Capital International Corp,ariel.jimenez@efgcapital.com,,List Import
10909055,Inactive Investor,Mark Starosciak,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,"Infinium Investment Advisors, LLC",mark@infiniumadvisors.com,,Salesforce
9626047,,John Young,,,jry021@yahoo.com,,List import
10757194,Inactive Investor,Shelby Hall,Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,shelby.hall@morganstanley.com,,Salesforce
11233647,Inactive Investor,Christopher Conley,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",,,Salesforce
10819433,Inactive Investor,Luciano Trentoni,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,lucianotrentoni.team@fidelity.com,,Salesforce
10813757,Inactive Investor,Paul Chlapowski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",paul.chlapowski@ml.com,,Salesforce
11027517,Inactive Investor,Mark Slotoroff,,J.P. Morgan Securities LLC Westport CT 184 Main St,mark.slotoroff@jpmorgan.com,,Salesforce
9572472,,Laurent Busquet,,,laurent.busquet@surveyor-capital.com,,List import
11014432,Inactive Investor,Amanda Biggar,,LPL Financial LLC Brookfield WI 16570 W Bluemound Rd,amanda.biggar@lpl.com,,Salesforce
10862752,Inactive Investor,John Navarro,Financial Planner,"Osaic FA, Inc. Colleyville TX 62 Main St",john.navarro@lfg.com,,Salesforce
10856166,Inactive Investor,Gina Gwynne,,State Farm VP Management Corp. Brentwood TN 493 Old Hickory Blvd,,,Salesforce
11224102,,Alfred Warren,,,warren.b.alfred@gmail.com,,Web Form Fillout
11217730,,Brian Phipps,,,bphipps@commonwealth.com,,List Import
11191047,Inactive Investor,Camilo Cantor,,HSBC Securities (USA) Inc. Miami FL 2950 Aventura Blvd,camilo.cantor@us.hsbc.com,,Salesforce
9639668,,David Druley,,,ddruley@cambridgeassociates.com,,List import
11151495,Inactive Investor,Avery Jones,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,avery_jones@vanguard.com,,Salesforce
164885,,Mustafa Warsi,,[Unknown],mustafawarsi@gmail.com,,
9613709,,Eduardo Costa,,,ecosta@calixtoglobal.com,,List import
11180308,Inactive Investor,Paul Greenwood,Member,Signia Capital Management,,,Salesforce
10886141,Inactive Investor,Maria Freitas-Panos,,J.P. Morgan Securities LLC Wappingers Falls NY 1460 Rte 9,maria.a.freitas-panos@jpmorgan.com,,Salesforce
11111432,Inactive Investor,Nadim Aly,Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11050428,Inactive Investor,Cameron Corsi,Chief Investment Officer;Director,Vahanian & Associates Financial Planning Inc,ccoris@vahanian.com,,Salesforce
11068723,Inactive Investor,Trinesha Goebel,,State Farm VP Management Corp. Mason MI 708 S Cedar St,trinesha.goebel.r77h@statefarm.com,,Salesforce
10753344,Inactive Investor,Erin Osborne,Financial Advisor,"Ameriprise Financial Services, LLC Saint Augustine FL 24 Cathedral Pl",erin.x.osullivan@ampf.com,,Salesforce
11122026,Inactive Investor,Sibyl Saager-Zekic,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bethlehem PA 3101 Emrick Blvd",,,Salesforce
10991532,Inactive Investor,Joshua Lochner,,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",jlochner@nationallife.com,,Salesforce
11083152,Inactive Investor,Jorge Perez,,Bolton Global Capital Miami FL 1441 Brickell Ave,jperez@boltonglobal.com,,Salesforce
11133571,Inactive Investor,Ian Sylves,Financial Advisor,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",isylves@financialguide.com,,Salesforce
11023936,Inactive Investor,Gene Lonardo,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,gene.lonardo@primerica.com,,Salesforce
11097141,Inactive Investor,Erik Russell,,"Farmers Financial Solutions, LLC Denver CO 400 S Broadway",erussell@farmersagent.com,,Salesforce
10788683,Inactive Investor,Barry Smith,Chief Compliance Officer;Partner,"Element Wealth, LLC",,,Salesforce
10939346,Inactive Investor,Robert Warner,,PFS Investments Inc. Portage MI 1302 W Milham Ave,robert.warner@primerica.com,,Salesforce
9566294,,David Cantor,,,david@longviewasset.com,,List import
10509877,,Alex Berg,Regional Consultant,State Street Global Advisors,alexander_berg@ssga.com,,List Import
11087925,Inactive Investor,Joseph Delduca,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",joseph.delduca@nm.com,,Salesforce
9626577,,Smain Benloukil,,,smainbenloukil@gmail.com,,List import
9567122,,Rodrigo Semedo,,,rodrigosemedo18@gmail.com,,List import
64577,,Courtney Schiavo,Practice Manager,Lincoln Financial Advisors Corporation,courtney.oconnor@lfg.com,732-767-6028,
11260405,Inactive Investor,Shamini Pesque,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,shamini_shanmugam@vanguard.com,,Salesforce
9568521,,Avneet Singh,,,foravneet@gmail.com,,List import
10994015,Inactive Investor,Samuel Masiak,,J.P. Morgan Securities LLC Indianapolis IN 702 E 86th St,samuel.masiak@jpmorgan.com,,Salesforce
10966999,Inactive Investor,Dylan Brosious,,"Empower Financial Services, Inc",dylan.brosious@empower.com,,Salesforce
11118534,Inactive Investor,Neil Austin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11011314,Inactive Investor,Wil Dedmon,Chief Compliance Officer;Chief Investment Officer,Krowten Equities,wil.dedmon@krowtenequities.com,,Salesforce
9613393,,Jonathan Strok,,,jonathan@countryfinancial.com,,List import
10899973,Inactive Investor,Andrew Frank,Chief Investment Officer;President,"Shelter Rock Management, LLC",,,Salesforce
10833383,Inactive Investor,Georgina Rosal,,"Osaic FA, Inc. Houston TX 1330 Post Oak Blvd",georgi.rosal@lfg.com,,Salesforce
10790551,Inactive Investor,Michael Self,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
219848,,luca diomede,,[Unknown],lucadiomede@gmail.com,,Organic Search
10944222,Inactive Investor,Teresa Jammal,Chief Compliance Officer;Director - Operations;Registered Associate,"Carlin Wealth Management Group, LLC",,,Salesforce
9544606,,C Price,,,cprice@wwag-la.com,,List import
10763409,Inactive Investor,Mark Friedman,Managing Director,"RBC Capital Markets, LLC San Francisco CA 345 California St",mark.friedman@rbc.com,,Salesforce
11157268,Inactive Investor,Christopher Secreto,,"WesBanco Securities, Inc. Morgantown WV 1350 Earl L Core Rd",,,Salesforce
10764947,Inactive Investor,Michael Lopez,Client Service Associate,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,mike.lopez@ms.com,,Salesforce
10815992,Inactive Investor,Michael Kloberdanz,,"CreativeOne Securities, LLC Aurora CO Private Residence",mkloberdanz@c1s.net,,Salesforce
10960127,Inactive Investor,Kory Meade,Financial Representative,MWA Financial Services Inc. Edwardsburg MI 69001 M-62,kory.n.meade@mwarep.org,,Salesforce
11171080,Inactive Investor,Warne Bramer,,PFS Investments Inc. Portageville NY 6217 E Koy Rd,wbramer@primerica.com,,Salesforce
10615573,,Kenneth Ford,Financial Advisor,,ken@warwickfa.com,,List import
9570406,,Michael Brady,,,mbrady@tiedemannadvisors.com,,List import
344116,,Bill Collins,Financial Advisor,"Kingsview Wealth Management, Llc",wcollins@kingsviewam.com,312-870-6701,Manual List Upload
10999093,Inactive Investor,Austin Gardner,,LPL Financial LLC Omaha NE 1123 S 80th St,austin.gardner@lpl.com,,Salesforce
9586849,,Grant Babyak,"Chief Executive Officer, Member, Portfolio Manager","TimesSquare Capital Management, LLC",grant.babyak@tscmllc.com,917-342-7993,List import
11044642,Inactive Investor,Kenneth Mcatamney,,William Blair,kmcatamney@williamblair.com,,Salesforce
11079549,Inactive Investor,Sibonae Jones,,"Frost Brokerage Services, Inc. San Antonio TX 11839 Culebra Rd",sjones@frostbank.com,,Salesforce
11167136,Inactive Investor,Laura Tovar,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,laura.tovar@ncsecu.org,,Salesforce
10815366,Inactive Investor,Ryan Smith,Principal,"Northeast Planning Associates, Inc. Newburyport MA 37 1/2 Forrester St",rsmith@northeastplanning.com,,Salesforce
10808161,Inactive Investor,Gerald Jones,Financial Advisor,LPL Financial LLC Irving TX 800 W Airport Fwy,gerald.jones@lpl.com,,Salesforce
11129442,Inactive Investor,David Foster,Financial Advisor,"Wells Fargo Clearing Services, LLC Midland MI 409 Ashman St",david.foster@wellsfargoadvisors.com,,Salesforce
11109633,Inactive Investor,Jacob Mann,,LPL Financial LLC Clearfield UT 1727 W 1800 N,jacob.mann@lpl.com,,Salesforce
11171767,Inactive Investor,Kelvin Villatoro Bustillo,,J.P. Morgan Securities LLC Bay Shore NY 1650 5th Ave,kelvin.villatoro-bustillo@jpmorgan.com,,Salesforce
11205148,Inactive Investor,Shannon Morreale,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,shannonmorreale@statefarm.com,,Salesforce
11032770,Inactive Investor,Kenneth Fincher,Chartered Financial Consultant;Chief Compliance Officer,"Perigon Wealth Management, LLC Rancho Sante Fe CA 16909 Via De Santa Fe",kfincher@perigonwealth.com,,Salesforce
11022159,Inactive Investor,Natasha Marin,,J.P. Morgan Securities LLC Greenbrae CA 401 Sir Francis Drake Blvd,natasha.marin@jpmorgan.com,,Salesforce
10975001,Inactive Investor,Jhuma Roy,,J.P. Morgan Securities LLC Forest Hills NY 10736 71st Ave,jhuma.roy@jpmorgan.com,,Salesforce
98867,,Derek Zoretic,,United States,dzdxb@pm.me,,
10762679,Inactive Investor,Stephen Hailstone,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",steve.hailstone@nm.com,,Salesforce
10811310,Inactive Investor,Frederick Dunning,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Richmond VA 951 E Byrd St,frederick.dunning@ubs.com,,Salesforce
170971,,Mike Palloto,,[Unknown],mikepalloto@yahoo.com,,
10933107,Inactive Investor,Jamie Orr,Financial Advisor,LPL Financial LLC Paris TN 849 Volunteer Dr,jamie.orr@lpl.com,,Salesforce
11131657,Inactive Investor,Rodney Watson,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,,,Salesforce
11199188,Inactive Investor,Terry Rau,Chief Compliance Officer;Managing Member;Portfolio Manager,"Sequence Analytix, LLC",,,Salesforce
10761353,Inactive Investor,Paul Van Acker,Managing Director;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,paul.vanacker@ubs.com,,Salesforce
11031870,Inactive Investor,Jennifer Hiegel,Financial Advisor,Money Concepts Capital Corp Louisville KY 331 Townepark Cir,,,Salesforce
9577126,,Faizel Van Der Merwe,,,faizel19@gmail.com,,List import
10790155,Inactive Investor,Christopher Krause,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.krause@fidelity.com,,Salesforce
10619043,,Steven Martin,,,smartin@forumfinancial.com,,List Import
11213528,Inactive Investor,Jamika Parker,Associate Advisor,EQ Wealth Management,jamika@eq-wm.com,,Salesforce
9613221,,Reed Nuttall,,,reed.nuttall@aamcompany.com,,List import
11165605,Inactive Investor,Deborah Davidson,Client Associate,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,deborah.davidson@ubs.com,,Salesforce
9641335,,Jay Clark,,,jclark@clarkfinancialgroup.net,,List import
10785627,Inactive Investor,Ranjeet Rai,,"Stifel, Nicolaus & Company, Incorporated Lake Forest IL 100 N Field Dr",,,Salesforce
9546616,,Gamble Fechtor,,,bluskygamble@gmail.com,,List import
9644623,,a LAX,,,alax2@hotmail.com,,List import
10761109,Inactive Investor,Jason Hicks,Senior Client Service Associate,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,jason.hicks@morganstanley.com,,Salesforce
11024811,Inactive Investor,Sarah White,Financial Advisor,"Stonebridge Financial Group, LLC",,,Salesforce
10774363,Inactive Investor,Jennifer Lewis,Registered Client Associate,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",jennifer.lewis@wellsfargoadvisors.com,,Salesforce
11149267,Inactive Investor,Paul King,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",p.king@nm.com,,Salesforce
11182471,Inactive Investor,Bruce Mizer,Chief Compliance Officer;Member;Partner;President,The Joseph Group Capital Management,scott.mizer@josephgroup.com,,Salesforce
10618151,,Jose Lopez,,,lopezj@ceteranetworks.com,,List Import
9561142,,Paul Joyaux,,,pjoyaux@rmbcap.com,,List import
10911824,Inactive Investor,Alexandra Melgar,,Citigroup Global Markets Inc.,alexandra.e.melgar@citi.com,,Salesforce
10824161,Inactive Investor,Alan Kuroiwa,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",alan.kuroiwa@ampf.com,,Salesforce
11064074,Inactive Investor,Michael Meade,,PFS Investments Inc. Milton MA 424 Adams St,michael.meade@primerica.com,,Salesforce
9603911,,ALBERT WANG,,,awang@matrixlp.com,,List import
11187158,Inactive Investor,Douglas Gower,,"Cambridge Investment Research, Inc. Worcester MA 1 W Boylston St",,,Salesforce
10883649,Inactive Investor,Kristopher Barney,Chief Compliance Officer;Chief Investment Officer;Managing Partner,30-40 Wealth Partners,kris@3040wealth.com,,Salesforce
10779288,Inactive Investor,Richard Gardner,Managing Director;Portfolio Manager,Cincinnati Asset Management Inc,rgardner@cambonds.com,,Salesforce
79182,,Dave Iannone,Investment Advisor,"Transamerica Financial Advisors, Inc",dave.iannone@transamerica.com,239-201-2717,
11054415,Inactive Investor,James Hard,Portfolio Manager;Vice President,Sara-Bay Financial Corp.,mike@sara-bay.com,,Salesforce
10820999,Inactive Investor,Eugene Glowatch,Financial Professional,"Equitable Advisors, LLC Lexington KY 444 E Main St",eugene.glowatch@equitable.com,,Salesforce
10861353,Inactive Investor,Douglas Hill,,State Farm VP Management Corp. Skaneateles NY 657 W Genesee Street Rd,doug.hill.gscd@statefarm.com,,Salesforce
10759013,Inactive Investor,Lawrence Potomac,,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,lawrence.potomac@lpl.com,,Salesforce
10898994,Inactive Investor,Priscila Garcia Galvan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10764529,Inactive Investor,Helaine Kaplan,,Deutsche Bank Securities Inc.,helaine@deutschewealth.com,,Salesforce
10887632,Inactive Investor,Stephanie Schaffroth,,"Farmers Financial Solutions, LLC Phoenix AZ 34225 N 27th Dr",,,Salesforce
9543672,,Eric Holzman,,,eric.holzman@lfg.com,,List import
9561305,,Oliver Mercado,,,obm@sgcbillers.com,,List import
10895221,Inactive Investor,Paul Lind,Chief Operating Officer;Member;Partner,"Capco Asset Management, LLC",paul@capcovalue.com,,Salesforce
353051,,JONATHAN TARYAN,LEAD ALTS ANALYST,PWC,jonathan.taryan@pwc.com,,Event
10897429,Inactive Investor,Wesley Brown,Financial Advisor,Edward Jones Wilson NC 5100 Brewer Ct,wes.brown@edwardjones.com,,Salesforce
347999,,Tim Hamann,"CCO, Managing Partner","Marquette Associates, Inc.",thamann@marquetteassociates.com,610-719-0300,Manual List Upload
10872013,Inactive Investor,Lisu Gu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Gaithersburg MD 9801 Washingtonian Blvd",lisu.gu@tfaconnect.com,,Salesforce
10986427,Inactive Investor,Eric Lopez,,"Horace Mann Investors, Inc.",eric.lopez@horacemann.com,,Salesforce
10769529,Inactive Investor,Victor Reskin,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",victor.reskin@wellsfargoadvisors.com,,Salesforce
10925707,Inactive Investor,Karen Van Hyning,Investment Advisor Representative,USA Financial Securities LLC Saint Petersburg FL 33 6th St S,,,Salesforce
11101900,Inactive Investor,Roland Robles,,NYLIFE Securities LLC Corpus Christi TX 402 Peoples St,rerobles@ft.newyorklife.com,,Salesforce
10920502,Inactive Investor,Richard Ratz,Administrative Associate,LPL Financial LLC Irvine CA 16755 Von Karman Ave,richard.ratz@lpl.com,,Salesforce
209948,,Ken LaDeroute,,[Unknown],ken@claritymind.com,,source
9600589,,Mark Mcmechen,,,mark@destinationwm.com,,List import
11028557,Inactive Investor,Sandra Saenz,,"Wells Fargo Clearing Services, LLC Lake Elsinore CA 29265 Central Ave",sandra.saenz@wellsfargo.com,,Salesforce
10846420,Inactive Investor,James Ashbridge,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11006509,Inactive Investor,Jeffrey Wierenga,Financial Advisor;Owner;Senior Vice President;Vice President - Investment Banking,"Centennial Securities Company, Inc.",jeff@centennialsec.com,,Salesforce
10567239,,Zunair Ahmad,,,zunair.marketingagency@gmail.com,,Web Form Fillout
11196805,Inactive Investor,Margaret Vanluit,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11087187,Inactive Investor,Brandon Courson,Financial Advisor,Edward Jones Hiram GA 5604 Wendy Bagwell Pkwy,brandon.courson@edwardjones.com,,Salesforce
10846314,Inactive Investor,John Henry,Financial Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 622 Emerson Rd",drew.j.henry@ampf.com,,Salesforce
10961807,Inactive Investor,Vincent Favaloro,,Citigroup Global Markets Inc.,,,Salesforce
10558332,,Alexander Wiesheu,,,awiesheu90@gmail.com,,Web Form Fillout
10902916,Inactive Investor,Margaux Palaski,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",margaux.palaski@ml.com,,Salesforce
11028672,Inactive Investor,Brian Granato,Investment Advisor Representative;Senior Vice President,"Providence Wealth Advisors, LLC",bgranato@providencewealth.com,,Salesforce
10775351,Inactive Investor,Peter Hohman,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10938972,Inactive Investor,Nicholas Fothergill,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
10928044,Inactive Investor,Emad Soliman,,"Allstate Financial Services, LLC Jersey City NJ 844 Bergen Ave",emadsoliman@allstate.com,,Salesforce
9637769,,Dimitris Zografos,,,dimitris_zog@hotmail.com,,List import
11045440,Inactive Investor,Albert Grenert,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",al.grenert@wellsfargo.com,,Salesforce
10979366,Inactive Investor,Edgar Freitas,,PFS Investments Inc. Cranford NJ 340 N Ave E,efreitas@primerica.com,,Salesforce
9549971,,Steven Roth,,,sroth@deancapmgmt.com,,List import
5614,, -,,[[Unknown]],ealei@hotmail.com,,Initial Salesforce Import
11175219,Inactive Investor,Daniela Chavez-Horton,,J.P. Morgan Securities LLC Seattle WA 2701 1st Ave,daniela.chavez-horton@jpmorgan.com,,Salesforce
352941,,Raphael Cousseau,DCM origination,Forte Securities,raphaelcousseau@gmail.com,,Event
10767743,Inactive Investor,Terry Knott,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",terry.knott@wellsfargoadvisors.com,,Salesforce
11197600,Inactive Investor,Shawn Brunner,Financial Planner;Investment Advisor,"Coastal Wealth Advisors, LLC",shawn@coastalwealthadvisors.com,,Salesforce
11242082,,RIKA RAHMADHIYANI,,,rahmadhiyani12@gmail.com,,Web Form Fillout
11020608,Inactive Investor,Charles Vreeland,,J.P. Morgan Securities LLC Fredericksburg TX 150 E Main St,charles.vreeland@chase.com,,Salesforce
11207796,Inactive Investor,Karla Caston,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,karla.marcano@morganstanley.com,,Salesforce
11100206,Inactive Investor,Matthew Strutzel,,Cetera Advisor Networks LLC Schaumburg IL 1515 E Woodfield Rd,,,Salesforce
335578,,Catherine Rainey,"Partner, Supervisory Group Member",Sanderson Asset Management,crainey@sandersonam.com,011-442-074685970,Manual List Upload
11176579,Inactive Investor,Morgan Delezene,Financial Advisor,Edward Jones Ogallala NE 113 N Spruce St,morgan.delezene@edwardjones.com,,Salesforce
9559895,,Lawrence Glazer,,,larryglazer@gmail.com,,List import
11106775,Inactive Investor,David Burrows,President,"Hudson Advisor Services, Inc. Greenwich CT 29 Hillside Dr",,,Salesforce
10924359,Inactive Investor,Ronald Wilson,Specialist,LPL Financial LLC Garland TX Private Residence,ronald.wilson@lpl.com,,Salesforce
10767102,Inactive Investor,Bruce Carlson,Executive Vice President;Owner,"NavPoint Financial, Inc.",bcarlson@navpoint-financial.com,,Salesforce
9601045,,Jamie Atkinson,,,jamie.atkinson@swanglobalinvestments.com,,List import
10809799,Inactive Investor,Robert Testa,,Commonwealth Financial Network Great Neck NY 10 Cuttermill Rd,,,Salesforce
11188361,Inactive Investor,Matthew Gauntt,,Jefferies LLC,mgauntt@jefferies.com,,Salesforce
11106512,Inactive Investor,Nicole Middendorf,,"Raymond James Financial Services, Inc. Hopkins MN 4300 Baker Rd",nicole.middendorf@raymondjames.com,,Salesforce
79753,,Alisa O'Neil,Co-Chief Planning Officer,Boston Financial Management Llc,alisao@bfminvest.com,617-275-0313,Manual List Upload
9621175,,Arif Samin,,,vix.operative@gmail.com,,List import
9639086,,Sam Smith,,,samsmith@uw.edu,,List import
11070908,Inactive Investor,Bruce Hinchley,Chief Compliance Officer;Founder;President,"Hinchley Advisory Group, LLC",bruce@hinchleyandco.com,,Salesforce
10943318,Inactive Investor,Joseph Misiewicz,Financial Services Representative,"Wells Fargo Clearing Services, LLC Bordentown NJ 284 Dunns Mill Rd",joseph.misiewicz@wellsfargo.com,,Salesforce
10759676,Inactive Investor,Waddy Hammond,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,waddy.hammond@ubs.com,,Salesforce
11009892,Inactive Investor,Ryan Selsor,,"American Fidelity Securities, Inc.",ryan.selsor@af-group.com,,Salesforce
10821094,Inactive Investor,John Carey,Managing Director;Portfolio Manager,"Griffin Asset Management, LLC",jcarey@griffinasset.com,,Salesforce
112275,,Aaron Ward,Investment Strategist,"Roman, Butler, Fullerton & Co.",aaron.ward@rbfadvisors.net,314-997-1652,Database Upload
11036305,Inactive Investor,Logan Kostko,Personal Banker,Citigroup Global Markets Inc. Brooklyn NY 1220 Avenue J,,,Salesforce
10808320,Inactive Investor,Alice Coraggio,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,acoraggio@jmsonline.com,,Salesforce
10931591,Inactive Investor,Leo Lesch,,"Osaic Wealth, Inc. Brookfield WI 16655 W Bluemound Rd",,,Salesforce
10657362,,Brian Paradis,,,brian.d.paradis@chase.com,,List Import
9568960,,James Buckley,,,jhbuckley@ft.newyorklife.com,,List import
10617201,,John Stewart,,,john.r.stewart@jpmorgan.com,,List Import
11110925,Inactive Investor,Luke Sutton,Financial Advisor,Dynamic Wealth Advisors Rexburg ID 47 Professional Plz,lsutton@dynamicwealthadvisors.com,,Salesforce
208409,,David Gaval,,[Unknown],inventmy2021@gmail.com,,Paid Search
10980223,Inactive Investor,Melissa Varner,,LPL Financial LLC Chambersburg PA 860 Norland Ave,melissa.varner@lpl.com,,Salesforce
241657,,darrell Hubbs,,[Unknown],dh@dhubbs.com,,Direct
10913020,Inactive Investor,Leonard Leo,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,leonard.leo@fidelity.com,,Salesforce
9644587,,Jim Beaudoin,,,beaudoin.pelbay@gmail.com,,List import
11207176,Inactive Investor,James Karnes,Member;Principal,Texas Asset Management Austin TX 1202 Lakeway Dr,,,Salesforce
11050600,Inactive Investor,Carissa Jackson,,"Truist Investment Services, Inc. Ponte Vedra Beach FL 100 Sawgrass Corners Dr",carissa.jackson@truist.com,,Salesforce
11195330,Inactive Investor,Kent McKee,,"Cambridge Investment Research, Inc. Winter Park FL 1115 N Kentucky Ave",,,Salesforce
11169780,Inactive Investor,Paul Zimbardo,,Jefferies LLC,,,Salesforce
10891048,Inactive Investor,Janice Kuo,,Deutsche Bank Securities Inc.,janice@deutschewealth.com,,Salesforce
9605721,,Giorgio Gobbi,,,ggobbimd@gmail.con,,List import
9613738,,Edmund Pendleton,,,ppendleton@clpstrategies.com,,List import
95717,,Cassie Daley,Senior Account Manager,Accel Wealth Management Llc,cdaley@acceladvantage.com,319-596-1101,Manual List Upload
10802365,Inactive Investor,Crandall Craigen,,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,crandall.craigen@primerica.com,,Salesforce
11045320,Inactive Investor,Manpreet Singh,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
11010507,Inactive Investor,Hannah Meeks,Regional Vice President,PFS Investments Inc. Fort Worth TX 7083 Baker Blvd,hmeeks@primerica.com,,Salesforce
9599864,,Frederic Han,,,frederic.han@personalcapital.com,,List import
11159703,Inactive Investor,Frank Petrilli,,"Osaic Institutions, Inc. Larchmont NY 1289 Boston Post Rd",,,Salesforce
10952710,Inactive Investor,Mary Rono,Private Client Investment Associate,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,bernadette.rono@jpmorgan.com,,Salesforce
11193463,Inactive Investor,Roy Harvey,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe Rd",roy.harvey@raymondjames.com,,Salesforce
10922756,Inactive Investor,Louis Ashamallah,Financial Advisor,LPL Financial LLC Westlake Village CA 2945 Townsgate Rd,louis.ashamallah@lpl.com,,Salesforce
11208426,Inactive Investor,Wesley Oglesby,,"Kestra Investment Services, LLC Greenville SC 40 W Broad St",wesley.oglesby@kestrafinancial.com,,Salesforce
11082287,Inactive Investor,Robert Jones,Senior Vice President,PFS Investments Inc. Kansas City MO 800 E 101st Ter,rjones.pv126@primerica.com,,Salesforce
11018117,Inactive Investor,Matt Whipkey,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
10769765,Inactive Investor,Frank Vigilante,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",frank.vigilante@ml.com,,Salesforce
9591465,,sandy susanto,,,yohanes.sandy1977@gmail.com,,List import
10897554,Inactive Investor,John Kronner,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,jack.kronner@morganstanley.com,,Salesforce
11065998,Inactive Investor,Mitchell Bonnett,,"Madison Avenue Securities, LLC",,,Salesforce
11088018,Inactive Investor,James Kellogg,,"Raymond James Financial Services, Inc. Savannah GA 7505 Waters Ave",,,Salesforce
10788273,Inactive Investor,Sergio Decurtis,,Edelman Financial Engines Providence RI 790 N Main St,,,Salesforce
11091088,Inactive Investor,Paul Karcher,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Chadds Ford PA 1 Dickinson Dr",paul.karcher@rbc.com,,Salesforce
11207536,Inactive Investor,Dannette Trivisonno,First Vice President - Wealth Management,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,,,Salesforce
9641665,,James Holland,,,ambushtrade@gmail.com,,List import
11089899,Inactive Investor,Sabrina Evenosky,,"TIAA-CREF Individual & Institutional Services, LLC Wayne PA 201 King of Prussia Rd",sabrina.evenosky@tiaa.org,,Salesforce
10616439,,Edward Bozett,,,edward.bozett@edwardjones.com,,List Import
206850,,Leandro Cordeiro,,[Unknown],lecnascimento@gmail.com,,source
10809125,Inactive Investor,Marilyn Bilyk,Financial Advisor,"Journey Financial Group, Inc.",marilyn@jfgplan.com,,Salesforce
11159251,Inactive Investor,David Black,,"Allstate Financial Services, LLC Madison MS 1021 Gluckstadt Rd",scott.black@allstate.com,,Salesforce
9574939,,Eric Sanow,,,eric.sanow@pnc.com,,List import
11123056,Inactive Investor,Christopher Lohs,,LPL Financial LLC San Diego CA 4707 Executive Dr,christopher.lohs@lpl.com,,Salesforce
165665,,John Costelloe,,[Unknown],cosjoh88@gmail.com,,Organic Search
10976372,Inactive Investor,Todd Gottel,,"Realta Equities, Inc. Plano TX 5152 Village Creek Dr",,,Salesforce
10860378,Inactive Investor,Cecilia Corral,Associate Director;Supervisory Officer,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,cecilia.corral@ubs.com,,Salesforce
10758775,Inactive Investor,Penn Rettig,,Cetera Advisors LLC Eugene OR 66 Club Rd,penn.rettig@ceteraadvisors.com,,Salesforce
9638385,,Kate Leppard,,,kate.leppard@schroders.com,,List import
11088175,Inactive Investor,Matthew Hartman,,LPL Financial LLC Feasterville/Trevose PA Private Residence,matthew.hartman@lpl.com,,Salesforce
10979034,Inactive Investor,Jamelle Nelson,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,jamelle.nelson@primerica.com,,Salesforce
9587315,,Jake Timm,,,jake@tencapital.com,,List import
10985501,Inactive Investor,Rachel Buabeng,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rachel_buabeng@vanguard.com,,Salesforce
1538035,,Kainat Malik,,Grayscale,kainatimalik@gmail.com,3322398935,
11064303,Inactive Investor,Mark Curtis,Client Advisor;Family Wealth Director;Financial Planning Specialist;Managing Director,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,mark.curtis@morganstanley.com,,Salesforce
9569142,,Lynn Richardson,,,richardson.lynn@principal.com,,List import
11009937,Inactive Investor,Arnold Stoller,,"MML Investors Services, LLC Marshfield MA 20 Congress St",astoller@financialguide.com,,Salesforce
11015855,Inactive Investor,Deana Dyjor,,"Arete Wealth Management, LLC Long Beach CA 3444 E Anaheim St",deana.dyjor@raymondjames.com,,Salesforce
11098313,Inactive Investor,Gemma Boyce,,"The Investment Center, Inc. Bedminster NJ 1420 US Hwy 206",gboyce@investmentctr.com,,Salesforce
11115801,Inactive Investor,Brian Suter,,"NewEdge Securities, Inc.",bsuter@macg.com,,Salesforce
349893,,JUSTIN BURGESS,"Partner, Private Wealth Manager","Ifg Advisory, Llc",jburgess@intfingroup.com,770-353-6331,Manual List Upload
11030106,Inactive Investor,Richard Gjolme,,United Planners' Financial Services of America A Limited Partner Carlsbad CA 8085 Paseo Arrayan,,,Salesforce
3260581,,Sahdevprasadh Hindustani,,,sahdevparsad54@gmail.com,,Web Form Fillout
11176005,Inactive Investor,Jordan Brodland,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",jordan.brodland@ml.com,,Salesforce
10773872,Inactive Investor,Bruce Zwick,Financial Advisor;Senior Vice President,Morgan Stanley Wayzata MN 445 Lake St E,bruce.zwick@morganstanley.com,,Salesforce
10808651,Inactive Investor,Sean Agahi,,"Independent Financial Group, LLC Van Alstyne TX 14333 FM 121",,,Salesforce
11138921,Inactive Investor,Tamara Parker,,"Ameriprise Financial Services, LLC Richmond VA 418 Libbie Ave",tamara.m.parker@ampf.com,,Salesforce
10868391,Inactive Investor,Robert Dubose,,"Allstate Financial Services, LLC Waxhaw NC 703 W South Main St",robertdubose@allstate.com,,Salesforce
11182147,Inactive Investor,Jason Sabaugh,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,jason.sabaugh@ubs.com,,Salesforce
10861075,Inactive Investor,Kirby Sale,Senior Compliance Analyst,LPL Financial LLC,kirby.sale@lpl.com,,Salesforce
11191539,Inactive Investor,Patricia Lotuff,Director;Vice Chairman,Chevy Chase Trust Company,,,Salesforce
10914866,Inactive Investor,Bryson Vincent,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9553463,,Kent Starke,,,kastarke@earthlink.net,,List import
11173904,Inactive Investor,Rodney Hass,Founding Member;Investment Advisor;Member,"RF&L Wealth Management, LLC",rodney@rflwm.com,,Salesforce
11230949,Inactive Investor,Justus Novak,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justus_novak@vanguard.com,,Salesforce
10997572,Inactive Investor,Lawrence Nguyen,,J.P. Morgan Securities LLC Westminster CA 6951 Bolsa Ave,lawrence.nguyen@jpmorgan.com,,Salesforce
10881915,Inactive Investor,Akash Samad,Financial Advisor,Morgan Stanley Providence RI 1 Financial Plz,akash.samad@morganstanley.com,,Salesforce
48690,,James Hager,,"Securities America Advisors, Inc.",james.hager@securitiesamerica.com,919-832-7598,
11209022,Inactive Investor,Haley Harmon,Financial Advisor,"CUSO Financial Services, L.P. Battle Ground WA 1810 SW 9th Ave",,,Salesforce
11061559,Inactive Investor,Sheri Hensley,,"Osaic Wealth, Inc. Canadian TX 313 Main St",shensley@royalallianceadvisors.com,,Salesforce
10787659,Inactive Investor,Sean Kienzle,Senior Portfolio Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sean.kienzle@ml.com,,Salesforce
10755356,Inactive Investor,Lauren Longo,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",l_longo@ml.com,,Salesforce
220309,,Ryan Brizendine,Managing Member,Westshore Wealth,ryanb@westshorewealth.com,949-825-7515,Manual List Upload
9634746,,Marty O'Leary,,,marty@timlooneyinvestments.com,,List import
10999273,Inactive Investor,Rigoberto Solache,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Denver CO 1050 17th St",,,Salesforce
11185599,Inactive Investor,Larry Nations,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,larry.nations@primerica.com,,Salesforce
65192,,Daniel Tracy,Financial Professional,"Pruco Securities, LLC.",dan.tracy@prudential.com,603-888-5944,
10488875,,Allison Ockwood,Executive Director,J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,allison.harter-ockwood@jpmorgan.com,,List Import
11045861,Inactive Investor,Thomas Murray,,"MML Investors Services, LLC Armonk NY 1 Byram Brook Pl",tsmurray@osaicwealth.com,,Salesforce
10834506,Inactive Investor,Kelli Popp,,"Raymond James Financial Services, Inc. Indianapolis IN 3315 E 96th St",kelli.popp@raymondjames.com,,Salesforce
11018892,Inactive Investor,Jay Patel,,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,jay_patel@glic.com,,Salesforce
1003354,Inactive Investor,Keith Lin,,Hitchwood Capital Management,keith.lin@hitchwoodcap.com,,3rd Party Lead Gen
11217813,,Marlie Weprin,,,marlie.weprin@jpmorgan.com,,List Import
10873154,Inactive Investor,Brooks Slaughter,Chief Compliance Officer;Chief Executive Officer;President,"Richard P. Slaughter Associates, Inc.",brooks@slaughterinvest.com,,Salesforce
11029408,Inactive Investor,Philip Dahlof,Financial Advisor,Thrivent Investment Management Inc. Saint Paul MN 3485 Willow Lake Blvd,phil.dahlof@thrivent.com,,Salesforce
10779426,Inactive Investor,Jennifer Argento-Khashabi,Portfolio Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,jennifer.argento@morganstanley.com,,Salesforce
10923023,Inactive Investor,James Bell,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",james.bell@nm.com,,Salesforce
9619339,,Matthew Sinkovitz,,,msinkovitz@confluenceim.com,,List import
10900509,Inactive Investor,Cody Goggin,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11134870,Inactive Investor,Sam Manafi,Associate Financial Advisor;Senior Financial Associate,"RBC Capital Markets, LLC Portland OR Private Residence",sam.manafi@rbc.com,,Salesforce
11148416,Inactive Investor,Andrea Roca-Murphy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10885540,Inactive Investor,Sean Mcguirk,Chief Investment Officer;Senior Research Analyst,Lincoln Capital Corporation,smcguirk@lincolncapitalcorp.com,,Salesforce
11086327,Inactive Investor,Brian Donnelly,Financial Advisor,Edward Jones Saint Peters MO 1 Mid Rivers Mall Dr,brian.donnelly@edwardjones.com,,Salesforce
11230669,Inactive Investor,Gabrielle Cardillo,,"Ameriprise Financial Services, LLC Melville NY 150 Broadhollow Rd",gabrielle.cardillo@ampf.com,,Salesforce
339273,,Timothy Mcmullan,Managing Member,"Tjt Capital Group, Llc",tmcmullan@tjtcapital.com,203-504-8850,Manual List Upload
9573164,,james oplotnik,President Finanical Advisor,ACCESS ADVISORY GROUP LLC,jo@accessadvisory.com,4058489836,List import
11138662,Inactive Investor,Michael Young,Registered Principal,LPL Financial LLC Alexandria LA 128 Versailles Blvd,,,Salesforce
11134508,Inactive Investor,Alexandrea Snyder,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",alexandrea.snyder@hantzgroup.com,,Salesforce
10958436,Inactive Investor,Vaughn Bowman,Director;Head - Wealth Management;President,"MML Investors Services, LLC",,,Salesforce
11136925,Inactive Investor,Caitlin Grey,,Morgan Stanley Westlake OH 159 Crocker Park Blvd,,,Salesforce
10834605,Inactive Investor,Fred Sirianni,Financial Advisor;Financial Consultant;Vice President,D.A. Davidson & Co. Everett WA 2825 Colby Ave,fsirianni@dadco.com,,Salesforce
10899508,Inactive Investor,Muajtsim Vang,,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,muajtsim.vang@primerica.com,,Salesforce
9637805,,Danny Dougherty,,,dannydoughertygolf@gmail.com,,List import
11114985,Inactive Investor,John Dumond,,PlanMember Securities Corporation Sewell NJ 700 Lantern Way,jdumond@planmember.com,,Salesforce
10802332,Inactive Investor,David Renken,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11065761,Inactive Investor,Layne Monroe,Relationship Manager,"Brokers International Financial Services, LLC.",lmonroe@brokersifs.com,,Salesforce
10856636,Inactive Investor,David Mills,,"Cambridge Investment Research, Inc. Grafton WI 1019 Cedar St",,,Salesforce
9606361,,Eric Blake,,,eblake@reliance-financial.com,,List import
9640913,,Henry Stephen,,,hstephen@bell.net,,List import
10786560,Inactive Investor,Brent McKendrick,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brent.mckendrick@fidelity.com,,Salesforce
11032203,Inactive Investor,Courtright Beard,Operations Manager;Shareholder,"Maple Capital Management, Inc.",cbeard@maplecapital.com,,Salesforce
11086237,Inactive Investor,Carlos Alcaine,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Roseville CA 2901 Douglas Blvd,calcaine@dadco.com,,Salesforce
9632297,,HIEP HOANG MINH,,,hoangminhhiep1209@gmail.com,,List import
11073527,Inactive Investor,Chad Weeks,Financial Advisor,"Wells Fargo Clearing Services, LLC Kill Devil Hills NC 2906 N Croatan Hwy",chad.weeks@wellsfargo.com,,Salesforce
11199173,Inactive Investor,Jennifer Hipkiss,Chief Compliance Officer;Financial Advisor;Managing Member;Tax Advisor,FiduciaOne,jhipkiss@fiduciaone.com,,Salesforce
11202897,Inactive Investor,Gerson Ossers,Financial Advisor,"Shufro, Rose & Co., LLC",,,Salesforce
11260883,Inactive Investor,Miranda Vowell,,Fidelity Brokerage Services LLC,,,Salesforce
11175398,Inactive Investor,James Stone,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",jim.stone@nm.com,,Salesforce
335261,,Howard Milove,Member,Eks Associates,hmilove@eksassociates.com,609-921-1016,Manual List Upload
11157863,Inactive Investor,Carmen Iao,,Cetera Investment Services LLC Honolulu HI 2110 N King St,,,Salesforce
11236484,Inactive Investor,Ariana Sher,Investment Advisor,GOI Bronxville NY Private Residence,asher@goi-ria.com,,Salesforce
9553905,,Kevin Cisneros,,,kevin.cisneros@hotmail.com,,List import
10805473,Inactive Investor,Elyssa Powell,,"RBC Capital Markets, LLC",,,Salesforce
11155013,Inactive Investor,Matthew Woodsford,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fresno CA 265 E River Park Cir",matthew.woodsford@schwab.com,,Salesforce
10846514,Inactive Investor,Randall Tisdale,Financial Advisor,LPL Financial LLC Knoxville TN 200 Prosperity Dr,randall.tisdale@lpl.com,,Salesforce
182284,,Janna Void,,[Unknown],janiesevoid@gmail.com,,Organic Search
10904040,Inactive Investor,Rosa Anglada Vasquez,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,rosa.angladavasquez@primerica.com,,Salesforce
10923060,Inactive Investor,Mitchell Bortolotto,Regional Vice President,"Equitable Advisors, LLC San Rafael CA 100 Smith Ranch Rd",mitchell.bortolotto@equitable.com,,Salesforce
11209397,Inactive Investor,William Ford,Financial Advisor,Edward Jones North Canton OH 4834 Frank Ave NW,,,Salesforce
10964730,Inactive Investor,James Seiler,District Leader;Financial Advisor,PFS Investments Inc. York PA 4185 W Market St,jseiler@primerica.com,,Salesforce
9568456,,Michael Rudnick,,,mike203615@msn.com,,List import
10954935,Inactive Investor,Dennis Saldivar,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,dsaldivar@ft.newyorklife.com,,Salesforce
10850147,Inactive Investor,Fredric Bindler,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",fredric.bindler@cunamutual.com,,Salesforce
10890365,Inactive Investor,Joseph Abbott,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11091723,Inactive Investor,James DeMartino,Financial Planner;Wealth Advisor,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,jdemartino@commonwealth.com,,Salesforce
11051494,Inactive Investor,Lori Hartman,Investment Manager,Roffman Miller Associates Inc,lori@roffmanmiller.com,,Salesforce
9615847,,SHUANG LI,,,ls1241@hotmail.com,,List import
11021425,Inactive Investor,Xuan Huynh,,LPL Financial LLC La Jolla CA 4180 La Jolla Village Dr,xuan.huynh@lpl.com,,Salesforce
10858404,Inactive Investor,Martin Bothwell,,State Farm VP Management Corp. Eden Prairie MN 15756 Venture Ln,,,Salesforce
10831458,Inactive Investor,Scott Macdonald,Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,scott.macdonald@ubs.com,,Salesforce
10975298,Inactive Investor,Kaytlin Hall,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,kaytlin@gerberkawasaki.com,,Salesforce
11220062,,Matthew Martinek,,,mmartinek@reinhart-partnersinc.com,,Other
11011356,Inactive Investor,Tyrone Ball,,Edward Jones Barrington IL Private Residence,ty.ball@edwardjones.com,,Salesforce
10868300,Inactive Investor,Julio Guemes,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,julio.guemes@morganstanley.com,,Salesforce
11235466,Inactive Investor,Gaurav Mallik,Chief Investment Officer,"Pallas Capital Advisors, LLC Braintree MA 45 Braintree Hill Park",,,Salesforce
11162781,Inactive Investor,Matthew Nemecheck,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lansing MI 5507 W Saginaw Hwy",matthew.nemecheck@ml.com,,Salesforce
9596957,,Fawaz A KH A Alsaif,,,fawazalsaif600@gmail.com,,List import
10830867,Inactive Investor,Sean Chatman,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC San Mateo CA 1810 Gateway Dr",sean.chatman@wellsfargoadvisors.com,,Salesforce
10861982,Inactive Investor,Cecil Burt,,State Farm VP Management Corp. Raleigh NC 6801 Flls of Neuse Rd,cecil.burt.bwnn@statefarm.com,,Salesforce
84477,,Ian Crozier,,None,igcrozier@att.net,5044954134,
11163285,Inactive Investor,Kenton Hauxwell,,LPL Financial LLC Joseph OR 203 N Main St,ken.hauxwell@lpl.com,,Salesforce
10658701,,Teodorico Mendoza,,,tmendoza@hbeckinc.com,,List Import
374601,,Cameron Dawson,Chief Investment Officer,NewEdge Wealth,cdawson@newedgecg.com,,Manual List Upload
11076758,Inactive Investor,Zachary Palmer,,Ark Royal Wealth Management LLC,,,Salesforce
11128558,Inactive Investor,David Desmon,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",david_desmon@ml.com,,Salesforce
11131320,Inactive Investor,Jarod Metz,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10936070,Inactive Investor,Kevin Kehoe,Senior Manager,"Wells Fargo Clearing Services, LLC Melville NY 58 S Service Rd",kevin.kehoe@wellsfargo.com,,Salesforce
11043005,Inactive Investor,Robert Weintraub,Financial Advisor;International Wealth Advisor;Portfolio Manager;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",r.weintraub@ml.com,,Salesforce
11090864,Inactive Investor,Rachel Layton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",rachel.layton@ml.com,,Salesforce
9555529,,priyesh agrawal,,,priyesh2904@gmail.com,,
10526653,,Gus Laredo,,,gus@laredo.vc,,Web Form Fillout
11052088,Inactive Investor,Robert Dew,Financial Advisor,"Ameriprise Financial Services, LLC Whiteville NC 321 Jefferson St",robert.c.dew@ampf.com,,Salesforce
11128331,Inactive Investor,Paul Johnson,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,pauljohnson.team@fidelity.com,,Salesforce
10833446,Inactive Investor,Trellanee Moore,Financial Advisor,LPL Financial LLC Gainesville FL 5023 NW 8th Ave,trellanee.moore@lpl.com,,Salesforce
176611,,"Eugene ""Skip"" Purcell",Vice President & Senior Research Analyst,[Unknown],spurcell@granvillecapitalinc.com, +1 336 217 4137,Database Upload
11037095,Inactive Investor,Kevin Greenan,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kevin.greenan@ml.com,,Salesforce
10873409,Inactive Investor,Andrew Roosa,Financial Advisor,Edward Jones Almont MI 780 N Van Dyke Rd,andy.roosa@edwardjones.com,,Salesforce
371853,,James Hwang,,United States,james.hwang@me.com,,Salesforce
10907106,Inactive Investor,Deborah Levenson,Chief Compliance Officer;Principal,Levenson Wealth LLC,deborah@levensonwealth.com,,Salesforce
10753262,Inactive Investor,Charlotte Bouche,Senior Vice President,J.P. Morgan Securities LLC Brookfield WI 14900 W Capitol Dr,charlotte.l.bouche@jpmorgan.com,,Salesforce
11007672,Inactive Investor,Emily Stockwell,Registered Administrative Assistant,LPL Financial LLC Rapid City SD 1301 W Omaha St,emily.stockwell@lpl.com,,Salesforce
10992756,Inactive Investor,Domenic D'Errico,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
68829,,Charles Beech,,SPC,cbeech@sigmarep.com,,
9632737,,James Roberts,,,jrobjr2@gmail.com,,List import
11024072,Inactive Investor,Lori Pottinger,,Money Concepts Capital Corp Louisville KY 2612 Flat Rock Rd,lpottinger@moneyconcepts.com,,Salesforce
10990566,Inactive Investor,Kelli Wierzbicki,Financial Advisor,Edward Jones Eufaula AL 1324 S Eufaula Ave,kelli.wierzbicki@edwardjones.com,,Salesforce
11059610,Inactive Investor,James Essaf,,Vanguard Marketing Corporation,james_essaf@vanguard.com,,Salesforce
10830573,Inactive Investor,Mark Minkler,,J.P. Morgan Securities LLC Eastchester NY 360 White Plains Rd,mark.minkler@jpmorgan.com,,Salesforce
10903958,Inactive Investor,John Kariss,,"Citizens Securities, Inc. Pittsburgh PA 525 William Penn Pl",john.e.kariss@citizenssecurities.com,,Salesforce
9560720,,Karl Frei,,,k.frei@web.de,,List import
9643480,,Jack Coleman,,,colemancove@gmail.com,,List import
9561955,,Elihu Anuak,,,franketim17@gmail.com,,List import
9608706,,Michael Pair,,,mikepair@gmail.com,,List import
11015501,Inactive Investor,Melanie Reish,,LPL Financial LLC West Bend WI 321 N Main St,melanie.reish@lpl.com,,Salesforce
11201383,Inactive Investor,David Flynn,,GWN Securities Inc. Glastonbury CT Private Residence,dflynn@gwnsecurities.com,,Salesforce
10929656,Inactive Investor,Jason Hallmark,Financial Advisor,"Osaic Wealth, Inc. Cincinnati OH 212 E 3rd St",,,Salesforce
202480,,Walter Wolak,Principal,"MML Investors Services, LLC",wwolak@massmutual.com,215-293-9339,
10917749,Inactive Investor,Richard Armbruster,,LPL Financial LLC Brecksville OH Private Residence,richard.armbruster@lpl.com,,Salesforce
10797979,Inactive Investor,William Giffing,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Eustis FL 127 N Bay St",bill.giffing@wellsfargoadvisors.com,,Salesforce
10779806,Inactive Investor,Michael Blessing,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",michael.s.blessing@ampf.com,,Salesforce
10873898,Inactive Investor,Robert Factora,,"Summit Asset Management, LLC",bob@summitplanninggroup.com,,Salesforce
11040652,Inactive Investor,Mitchell Hanan,,State Farm VP Management Corp. Springfield OR 111 S 47th St,mitch.hanan.l8kx@statefarm.com,,Salesforce
10776068,Inactive Investor,Brian Spilkevitz,,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,brian.a.spilkevitz@jpmorgan.com,,Salesforce
9544604,,Andrew Stark,,,jandrewsteinmeyer@gmail.com,,List import
9596458,,Ziv Cohen,,,zcohen@resmarkllc.com,,List import
10760736,Inactive Investor,Keri James,Senior Client Associate,"Wells Fargo Clearing Services, LLC Oklahoma City OK 211 N Robinson Ave",keri.james@wellsfargoadvisors.com,,Salesforce
9607281,,Federico Malvezzi,,,fede.malvezzi@gmail.com,,List import
10786195,Inactive Investor,Matthew Renner,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Greeneville TN 2841 E Andrew Johnson Hwy",mkrenner@ftbadvisors.com,,Salesforce
10800454,Inactive Investor,Ka Lee,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",ka.lee@transamerica.com,,Salesforce
10902447,Inactive Investor,Jackson Clements,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10843500,Inactive Investor,Rodney Roath,Chairman;President,Money Matters,rod@money-matters.us,,Salesforce
11094933,Inactive Investor,Brian Scalabrine,Member,Columbia River Advisors Tacoma WA 2115 N 30th St,brian@investcra.com,,Salesforce
9571398,,Juan Cocero,,,j.cofra@gmail.com,,List import
11113588,Inactive Investor,James Tracy,Vice President,"U.S. Bancorp Investments, Inc. Cincinnati OH 3424 Edwards Rd",james.tracy1@usbank.com,,Salesforce
198322,,Talia Shafir,,"Talia B. Shafir, Ph.D., RSME/T, C.C.Ht.",tshafir@mac.com,7072356341,
10957155,Inactive Investor,Michael Nakanishi,,"Kingswood Capital Partners, LLC Honolulu HI 1001 Bishop St",,,Salesforce
10876160,Inactive Investor,Matthew Monaghan,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",matthew.monaghan@nm.com,,Salesforce
11163620,Inactive Investor,Todd Shears,Principal,Bluesail Advisors LLC,todd_shears@bluesailadvisors.com,,Salesforce
9633122,,Celcius Aloo,,,celciusaloo@gmail.com,,List import
10823682,Inactive Investor,Andrew Charles,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",andrew.b.charles@ml.com,,Salesforce
10619546,,Daniel Iverson,,,daniel.iverson@morganstanley.com,,List Import
370383,,Peter Zimmerman,,Osaic,,,Salesforce
11129213,Inactive Investor,George Wehrheim,,LPL Financial LLC Mars PA Private Residence,george.wehrheim@lpl.com,,Salesforce
11153709,Inactive Investor,Pauline Rosenstein,,Stonex Securities Inc. Annandale VA 6926 Little River Tpke,pauline.rosenstein@saswealth.com,,Salesforce
10828448,Inactive Investor,Larry Copeland,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",larry.copeland@wellsfargoadvisors.com,,Salesforce
10762884,Inactive Investor,Joel Hudson,Financial Advisor;Senior Vice President;Wealth Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Raleigh NC 3800 Glenwood Ave,,,Salesforce
9616604,,Fariba Behnam,,,fariba3@yahoo.com,,List import
9614392,,David Dark,,,kingdavid320@msn.com,,List import
10869910,Inactive Investor,Laci Davis,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,laci.h.davis@chase.com,,Salesforce
11052283,Inactive Investor,Madison Peterson,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Billings MT 401 N 31st St",,,Salesforce
9611170,,Jean-Marie D,,,jm.durandeau.pro@gmail.com,,List import
10893539,Inactive Investor,Grayson Stidham,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,grayson.stidham@fidelity.com,,Salesforce
11017967,Inactive Investor,Samir Greenwood,,"U.S. Bancorp Investments, Inc. Redlands CA 640 Orange St",samir.greenwood@usbank.com,,Salesforce
10656238,,Andrew Wajntraub,,,andreww@zacks.com,,List import
11092831,Inactive Investor,Edward Brys,,"Allstate Financial Services, LLC Schenectady NY 1737 Union St",edwardbrys@allstate.com,,Salesforce
11003377,Inactive Investor,Carlos Rodriguez,,"Principal Securities, Inc. Elk Grove CA 9245 Laguna Springs Dr",rodriguez.carlos.a@principal.com,,Salesforce
11148485,Inactive Investor,Deryck Henry,,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",dhenry@tiaa.org,,Salesforce
10934832,Inactive Investor,Jereme Sherrel,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",jereme.sherrel@tfaconnect.com,,Salesforce
249127,,Mike Watson,director,miruminvest,mw@miruminvest.com,,Manual List Upload
10759246,Inactive Investor,Terrence McMahon,Financial Advisor;Private Wealth Advisor,Morgan Stanley Boston MA 28 State St,terry.mcmahon@morganstanleypwm.com,,Salesforce
10980262,Inactive Investor,Jennefer Alcova,,J.P. Morgan Securities LLC Arroyo Grande CA 1242 E Grand Ave,jennefer.uhrmacher@chase.com,,Salesforce
11147640,Inactive Investor,Michael Wagner,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",michael.wagner@raymondjames.com,,Salesforce
11131348,Inactive Investor,Omar Herrera,,J.P. Morgan Securities LLC Thousand Oaks CA 148 W Hillcrest Dr,omar.herrera@jpmorgan.com,,Salesforce
9630085,,Larry McCrary,,,mccrarylf@gmail.com,,List import
10803277,Inactive Investor,Chris Thompson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,chris.thompson@fmr.com,,Salesforce
194758,,Steve Hartel,,[Unknown],steve.hartel@trilogyfs.com,,source
10942826,Inactive Investor,Christen Countryman,,Cetera Advisor Networks LLC Moville IA 325 E Frontage Rd,,,Salesforce
10962446,Inactive Investor,Sebastian Livesey,,Standard Chartered Securities North America LLC,sebastian.livesey@sc.com,,Salesforce
10777726,Inactive Investor,Sherine Nabhan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",sherine_nabhan@ml.com,,Salesforce
11135747,Inactive Investor,Christopher Lombardi,,Fidelity Brokerage Services LLC,,,Salesforce
10827344,Inactive Investor,Scott Deffinbaugh,Branch Director;Financial Advisor;Vice President,"RBC Capital Markets, LLC Wilmington NC 1055 Military Cutoff Rd",scott.deffinbaugh@rbc.com,,Salesforce
9633511,,Glenn Schoepke,,,glenn.schoepke@gmail.com,,List import
11117102,Inactive Investor,Joseph Bond,,State Farm VP Management Corp. Greenville SC 1503 Augusta St,,,Salesforce
9548278,,Grant Hickman,,,hickman.grant@principal.com,,List import
10722484,,Jacoba Jacqueline Hartnick,,,jacquelinehartnick06@gmail.com,,Web Form Fillout
10978446,Inactive Investor,Dezann Korbuly,,Open Range RIA Colleyville TX 5101 Camelot Dr,,,Salesforce
10804345,Inactive Investor,Robin Heiken,Senior Client Service Associate,"Raymond James & Associates, Inc. Belleville IL 23 Public Sq",robin.heiken@raymondjames.com,,Salesforce
11140232,Inactive Investor,Luis Garcia Cerna,,J.P. Morgan Securities LLC Washington DC 3527 Connecticut Ave NW,luis.garcia-cerna@jpmorgan.com,,Salesforce
10606703,,Nancy Washington,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nancy_washington@ml.com,212-338-6000,List Import
167760,,A R,,[Unknown],ayushman86@gmail.com,,Paid Social
10755243,Inactive Investor,Jennifer Roberts,Registered Client Associate,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",jennifer.roberts@wellsfargoadvisors.com,,Salesforce
11235426,Inactive Investor,Kane Thompson,Senior Vice President;Wealth Advisor,Farther Danvers MA Private Residence,,,Salesforce
11008755,Inactive Investor,Natalie Wright,,NYLIFE Securities LLC Lake Mary FL 610 Crescent Executive Ct,nwright01@ft.newyorklife.com,,Salesforce
11205811,Inactive Investor,Jerry Quartey Papafio,Assistant Vice President;Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",jerry.quartey-papafio@ml.com,,Salesforce
10977287,Inactive Investor,Anthony Suma,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",anthony.suma@prudential.com,,Salesforce
10965424,Inactive Investor,Christopher Shamblin,,Edward Jones Oak Ridge TN 762 Briarcliff Ave,chris.shamblin@edwardjones.com,,Salesforce
11182140,Inactive Investor,Mansour Hasan,,State Farm VP Management Corp. Oregon WI 797 Market St,mansour.hasan.qyec@statefarm.com,,Salesforce
10762541,Inactive Investor,Lawrence Berberian,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Alexandria VA 333 John Carlyle St,david.berberian@ms.com,,Salesforce
11106179,Inactive Investor,Thomas Faranda,Chief Compliance Officer;Managing Member,"Hudson View Advisors, LLC",tom@hudsonviewadvisors.net,,Salesforce
10895172,Inactive Investor,Shannon Rowan,,LPL Financial LLC Alexandria VA 118 S Fairfax St,shannon.rowan@lpl.com,,Salesforce
10847204,Inactive Investor,Nick Edwards,Investment Advisor Representative;Managing Member;President,"IMG Wealth Management, Inc.",nick@imgwealthmanagement.com,,Salesforce
11000946,Inactive Investor,Brad Kline,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11091307,Inactive Investor,Daniel Saylor,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,daniel.saylor@fmr.com,,Salesforce
10874430,Inactive Investor,James Franskousky,Wealth Advisor,LPL Financial LLC Boca Raton FL 370 Camino Gardens Blvd,james.franskousky@lpl.com,,Salesforce
11068726,Inactive Investor,Lawrence Ice,,State Farm VP Management Corp. Fort Wayne IN 6221 Maplecrest Rd,,,Salesforce
11048441,Inactive Investor,Michael Hill,,"Farmers Financial Solutions, LLC Puxico MO 471 N Hwy 51",mhill@farmersagent.com,,Salesforce
9594327,,Paul Rehm,,,paul@nantahalapartners.com,,List import
9559459,,labdiy moha,,,mohkosta53@gmail.com,,List import
10615251,,Carly Zektzer,Financial Advisor,,carly.zektzer@morganstanley.com,,List Import
11187198,Inactive Investor,Clarence Osborne,,PFS Investments Inc. Grand Blanc MI 10751 S Saginaw St,,,Salesforce
11242025,,Alvaro Serrano,,,alvarorizos@hotmail.com,,Web Form Fillout
10779431,Inactive Investor,Marla Wooton,Chief Compliance Officer;Director - Operations,"Miracle Mile Advisors, LLC",mwooton@miraclemileadvisors.com,,Salesforce
11158984,Inactive Investor,Reginald Hunnicutt,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,reggie.hunnicutt@lpl.com,,Salesforce
9574357,,Matt Farrell,,,matt@ammdistributors.com,,List import
11194184,Inactive Investor,Bi Wu,,"Transamerica Financial Advisors, Inc Burlingame CA 500 Airport Blvd",jenny.wu@tfaconnect.com,,Salesforce
10884715,Inactive Investor,William Rice,Financial Advisor,Capital Wealth Planning Services Portland ME 938 Forest Ave,,,Salesforce
11072015,Inactive Investor,Rose Galluzzo,Portfolio Associate,Neuberger Berman BD LLC,rose.galluzzo@nb.com,,Salesforce
9551666,,Raphael Theberge,,,raphael@effetmonstre.com,,List import
11143744,Inactive Investor,Emily Gaubatz,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",emily.gaubatz@bernstein.com,,Salesforce
9587431,,Claire Rogan,,,claire@catenaryalts.com,,List import
11129350,Inactive Investor,Brandi-Ayn Kamano,Private Wealth Manager,"Buck Wealth Strategies, LLC Honolulu HI 55 Merchant St",bkamano@eabuck.com,,Salesforce
10992182,Inactive Investor,Carolyn Dottino-Buenahora,,Jefferies LLC Charlotte NC 4201 Congress St,cdottino-buenahora@jefferies.com,,Salesforce
11155545,Inactive Investor,Isaac Gray,,State Farm VP Management Corp. Kansas City MO 8900 Wornall Rd,,,Salesforce
11040263,Inactive Investor,Chad Ferri,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",chad.ferri@ml.com,,Salesforce
221772,,alan pitchforth,,[Unknown],alan@kamilian.com,,source
10662284,,Richard Phillips,,,richard.phillips@fmr.com,,List Import
11077813,Inactive Investor,Jacob Alexander,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",jacob.alexander@ml.com,,Salesforce
9612472,,Gregory Phillips,,,greg.phillips@broadhaven.com,,List import
9636806,,Roxanne Marshall,,,roxanne.marshall@lpl.com,,List import
11235131,Inactive Investor,Adam Wilkins,Senior Wealth Manager,Wealth Management Solutions,awilkins@wmsplan.com,,Salesforce
10776887,Inactive Investor,Thomas Beadnell,Senior Vice President,Colliers Securities LLC Watertown SD 119 5th St NE,tom.beadnell@colliers.com,,Salesforce
10948099,Inactive Investor,Katharine Euler,Administrative Assistant,LPL Financial LLC Colorado Springs CO 3535 American Dr,katharine.euler@lpl.com,,Salesforce
10895504,Inactive Investor,Michael Cuttita,Financial Advisor,Gladstone Wealth Partners Paramus NJ 45 Eisenhower Dr,michael.cuttita@gladstonewealth.com,,Salesforce
10970523,Inactive Investor,Lauren Overby,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,,,Salesforce
10818237,Inactive Investor,Tyler Sutherland,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1100 E 6600 S",,,Salesforce
10831398,Inactive Investor,Deborah Rhoades,,"Raymond James Financial Services, Inc. Point Pleasant WV 421 Main St",debi.rhoades@raymondjames.com,,Salesforce
11074153,Inactive Investor,Scott Schemmel,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Sioux Falls SD 6809 S Minnesota Ave",scott.schemmel@mutualofomaha.com,,Salesforce
10827743,Inactive Investor,Jason Allen,Premier Banker,"Wells Fargo Clearing Services, LLC High Point NC 2613 Eastchester Dr",jason.allen@wellsfargoadvisors.com,,Salesforce
10777364,Inactive Investor,Scott Shotto,Financial Advisor;Senior Vice President,Morgan Stanley Cockeysville MD 303 International Cir,scott.shotto@morganstanley.com,,Salesforce
10814524,Inactive Investor,Tamara Vaught,,Cetera Advisor Networks LLC Carmel IN 10435 Commerce Dr,vaughtt@ceteranetworks.com,,Salesforce
10875517,Inactive Investor,Chris Hernandez,,PFS Investments Inc. Burbank CA 533 N Victory Blvd,chris.hernandez@primerica.com,,Salesforce
9570681,,mahdi Fazelimehr,,,mahdifazelimehr2002@yahoo.com,,List import
9636014,,Miriam Muscarolas,,,mmuscarolas@kaynecapital.com,,List import
11040215,Inactive Investor,Jerel Harvey,Chief Compliance Officer;Founder;Managing Member;Managing Principal,Fedway Financial LLC,,,Salesforce
9573883,,Daniel Stephans,,,daniel.stephans@lfg.com,,List import
10810130,Inactive Investor,Lyle Hamstra,,NYLIFE Securities LLC North Sioux City SD 376 W Anchor Dr,lhamstra@ft.newyorklife.com,,Salesforce
73246,,John Milne,Chief Executive Officer,Jkmilne Asset Management,jmilne@jkmilne.com,239-936-3430,Manual List Upload
11054878,Inactive Investor,Joseph Diamond,Financial Planning Advisor,"VALIC Financial Advisors, Inc. North Charleston SC 4000 S Faber Place Dr",joseph.diamond@valic.com,,Salesforce
9638960,,Robert Edelstein,,,redelstein@icgadvisors.com,,List import
11056290,Inactive Investor,Daniel Schlesser,,"LaSalle St Securities, L.L.C.",dan@lasallest.com,,Salesforce
11055894,Inactive Investor,James Young,,State Farm VP Management Corp. Greensboro NC 1308 E Wendover Ave,jim.young.bwjz@statefarm.com,,Salesforce
11161617,Inactive Investor,Jessica Christy,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",jessica.m.schrand@wellsfargoadvisors.com,,Salesforce
10835771,Inactive Investor,Robert Cheatham,,"Avantax Investment Services, Inc. Lakeland FL 726 S Missouri Ave",,,Salesforce
9606865,,Sefton Kincaid,,,seftonkincaid15@yahoo.com,,List import
9588605,,Brittni Lincoln,,,brittni.lincoln@csiweb.com,,List import
10804082,Inactive Investor,Judd Carlton,,"Osaic Wealth, Inc. Morristown NJ 163 Madison Ave",,,Salesforce
10656642,,Melinda South,,,melinda.south@raymondjames.com,,List Import
10902116,Inactive Investor,Benjamin Petty,,"Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",,,Salesforce
9630601,,Grant Schietinger,,,grantslax@gmail.com,,List import
9602174,,Ignacio Simó,,,isimo@sfamcapital.com,,List import
9623991,,Andrew Iversen,,,aiver91615@aol.com,,List import
11090551,Inactive Investor,Thomas Johnson,Director - Field Supervision,Edward Jones Palm Coast FL Private Residence,thomas.a.johnson@edwardjones.com,,Salesforce
11158002,Inactive Investor,Taylor Dolenga,Operations Specialist,"Ameriprise Financial Services, LLC Hermosa Beach CA 200 Pier Ave",taylor.dolenga@ampf.com,,Salesforce
10904232,Inactive Investor,Leonard Chinski,,LPL Financial LLC Norwich NY 52 S Broad St,leonard.chinski@lpl.com,,Salesforce
11059761,Inactive Investor,Jeffrey McKay,,"Farmers Financial Solutions, LLC Cheyenne WY 3553 Ridge Rd",,,Salesforce
10923456,Inactive Investor,Todd Lowen,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,todd.lowen@fidelity.com,,Salesforce
11135563,Inactive Investor,Andrew Lamb,,"ValMark Securities, Inc. Akron OH 90 N Miller Rd",,,Salesforce
10984331,Inactive Investor,Jeffrey Hodges,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,jeffrey.hodges@jpmorgan.com,,Salesforce
11173825,Inactive Investor,Thomas Peguillan,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",thomas.peguillan@equitable.com,,Salesforce
10804259,Inactive Investor,Adam Crews,Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 5700 W 112th St",adam.k.crews@ampf.com,,Salesforce
11028556,Inactive Investor,Matthew Ricks,Chief Compliance Officer,Haystack Financial Planning,,,Salesforce
10618900,,Joanne Allessi,,,joanne.allessi@morganstanley.com,,List Import
10644546,,Michael Weitz,,,michael.weitz@lazard.com,,List Import
10832146,Inactive Investor,Zachary Ashbee,Financial Advisor;Portfolio Manager;Senior Vice President - Investments,"Kestra Investment Services, LLC Mobile AL 1060 Dauphin St",zachary.ashbee@wellsfargoadvisors.com,,Salesforce
10822467,Inactive Investor,William Mitton,Financial Advisor;Managing Member,"Triton Wealth Management, PLLC",cmitton@tritonwealthmanagement.com,,Salesforce
372012,,Bill Hupa,,[Unknown],harp77@centurylink.net,,Salesforce
9557425,,James Jasper,,,jjasper@massmutual.com,,List import
11072547,Inactive Investor,Gregory Leyden,,"Ameriprise Financial Services, LLC Dallas TX 8850 Boedeker Dr",,,Salesforce
10771878,Inactive Investor,Susan Bay,,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",susan.bay@wfa.com,,Salesforce
10855896,Inactive Investor,Mark Vandiver,Chief Compliance Officer;Managing Member,"Griffin Family Partners, LLC",mark@griffinfp.com,,Salesforce
9575840,,Elena Sharma,,,elena@stawealth.com,,List import
9543497,,Robert Emens,,,remens@gwwade.com,,List import
10789248,Inactive Investor,Timothy Cunningham,Financial Advisor,"Equitable Advisors, LLC Florence SC 1314 W Evans St",timothy.cunningham@equitable.com,,Salesforce
11122323,Inactive Investor,Douglas Heil,Financial Advisor,LPL Financial LLC Flemington NJ 260 Hwy 202-31 N,doug.heil@lpl.com,,Salesforce
11198972,Inactive Investor,Jeffrey Haley,President,"Haley & Summers Wealth Management, Inc.",jhaley@haleyandsummers.com,,Salesforce
11162328,Inactive Investor,Kim Caldwell,Financial Advisor,LPL Financial LLC Laurel NY Private Residence,kim.caldwell@lpl.com,,Salesforce
10965262,Inactive Investor,Colin Mitchell,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,colin.mitchell@jpmorgan.com,,Salesforce
231439,, -,,[[Unknown]],davidselkirkart@gmail.com,,
9628763,,chowdary ADUSUMILLI,,,adusumilli7@gmail.com,,List import
11002910,Inactive Investor,James Defelice,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",james.defelice@equitable.com,,Salesforce
11077350,Inactive Investor,Roman Janos,,"Northwestern Mutual Investment Services, LLC Gainesville FL 4965 NW 8th Ave",roman.janos@nm.com,,Salesforce
1001258,Inactive Investor,Bob Hennessey,,Scow Capital,bob@scowcapital.com,,3rd Party Lead Gen
10915244,Inactive Investor,Melissa Norton,,J.P. Morgan Securities LLC Hesperia CA 12731 Main St,melissa.norton@jpmorgan.com,,Salesforce
11033900,Inactive Investor,Justin McCall,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",,,Salesforce
9619396,,Robert Tuchscherer,,,rtuchscherer@golubcapital.com,,List import
10907939,Inactive Investor,Ricky Burroughs,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,ricky.burroughs@fidelity.com,,Salesforce
11116126,Inactive Investor,Randolph Feliz,,Citigroup Global Markets Inc. New York NY 201 W 34th St,randolph.feliz@citi.com,,Salesforce
10811817,Inactive Investor,Allen Cantoni,,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",allen.cantoni@wellsfargoadvisors.com,,Salesforce
9560832,,Robert Sherr,,,rsherr@commonwealth.com,,List import
10892725,Inactive Investor,Gisselle Diaz,,Fidelity Brokerage Services LLC,gisselle.swanson@fmr.com,,Salesforce
11114680,Inactive Investor,Amar Kuray,,HSBC Securities (USA) Inc.,,,Salesforce
10953566,Inactive Investor,Dustin Baxley,Financial Advisor,Edward Jones Ojai CA 530 W Ojai Ave,dustin.baxley@edwardjones.com,,Salesforce
23697,,Harry Kraemer,Executive Partner,"Madison Dearborn Partners, LLC",hkraemer@mdcp.com,1-312-895-1000,Database Upload
10692182,,Robert Duque,,,robertduque460@gmail.com,,Web Form Fillout
11235000,Inactive Investor,Eric Philips,Financial Advisor,"Sugarloaf Wealth Management, LLC",,,Salesforce
11011069,Inactive Investor,Kristopher Ortiz,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",casey.ortiz@nm.com,,Salesforce
9579592,,Shaun Coleman,,,shauncoleman80@gmail.com,,List import
10931898,Inactive Investor,Kaitlin Davis,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",katie.earley@nm.com,,Salesforce
2970388,,Dipika Toppo,,,dipikatoppo900@gmail.com,,
10797365,Inactive Investor,Jennifer Zimmerman,Director,Morgan Stanley Reno NV 5390 Kietzke Ln,jennifer.zimmerman1@morganstanley.com,,Salesforce
11185560,Inactive Investor,Luka Kiley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
225824,, -,,[[Unknown]],tobyjdawson@gmail.com,,Initial Salesforce Import
10788244,Inactive Investor,Juan Arreola,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10826897,Inactive Investor,Mitchell Rubin,,"Next Financial Group, Inc. Houston TX 11757 Katy Fwy",,,Salesforce
10935873,Inactive Investor,Bruce Colin,Chief Compliance Officer;Financial Advisor;Owner,Bruce Colin and Company,brucec@colinwm.com,,Salesforce
11187141,Inactive Investor,Chase Anthes,,State Farm VP Management Corp. Battle Creek MI 19915 Capital Ave NE,chaseanthes@statefarm.com,,Salesforce
9610356,,Irene Buhalo,,,ibuhalo@janney.com,,List import
105240,,Hanan Callas,Vice President,Federated Investment Management Company,hcallas@federatedinv.com,1-412-288-7799,Direct
10957164,Inactive Investor,Robert Duncan,Chief Compliance Officer;Owner,Global Impact Wealth Management,rob@globalimpactwealth.com,,Salesforce
10770721,Inactive Investor,Haig Arakelian,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,haig.arakelian@fidelity.com,,Salesforce
9585712,,Paul Schatz,,,paul@investfortomorrow.com,,List import
10926717,Inactive Investor,Stephen Hasso,,"Pruco Securities, LLC. Latham NY 11 Century Hill Dr",stephen.hasso@prudential.com,,Salesforce
11207140,Inactive Investor,David Feeney,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",david.feeney@equitable.com,,Salesforce
10657839,,Ashton Rudd-Washington,,,ashton.rudd-washington@fmr.com,,List Import
11057175,Inactive Investor,Stephen Hettel,,LPL Financial LLC Mount Holly NJ 198 E Country Club Dr,stephen.hettel@lpl.com,,Salesforce
9550041,,Mike Niedermeier,,,mniedermeier@suvcap.com,,List import
228695,, -,,[[Unknown]],clementkora@gmail.com,,
10887424,Inactive Investor,Daniel Glass,,State Farm VP Management Corp. Fernley NV 79 7th St,,,Salesforce
10901040,Inactive Investor,Samantha Abbarno,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10824348,Inactive Investor,Donald Coggins,Financial Advisor,LPL Financial LLC Salisbury NC 2110 Statesville Blvd,don.coggins@lpl.com,,Salesforce
10646213,,Arthur Segall,,,arthur.segall@morganstanley.com,,List Import
11125076,Inactive Investor,David Spurr,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",,,Salesforce
10762715,Inactive Investor,Thomas Moore,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",t_moore@ml.com,,Salesforce
9646602,,Marcus Theill,,,marcust234@gmail.com,,List import
11150635,Inactive Investor,Michael Gaggin,,J.P. Morgan Securities LLC Trenton MI 20920 Allen Rd,,,Salesforce
9617297,,mburu Njoba,,,njobam@coventry.ac.uk,,List import
11133539,Inactive Investor,Felice Wachtel Diercks,,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
10876656,Inactive Investor,Joshua Gonzalez,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",,,Salesforce
11116376,Inactive Investor,Thomas Boys,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",denny.boys@wellsfargoadvisors.com,,Salesforce
10942990,Inactive Investor,Jayci Welch,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11211262,Inactive Investor,Courtney Rosa,Senior Client Associate,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",courtney.lyon@wellsfargoadvisors.com,,Salesforce
10799816,Inactive Investor,Mary Chaffee,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",mary.l.chaffee@ampf.com,,Salesforce
10924218,Inactive Investor,Aahd Sabrah,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11095431,Inactive Investor,Stephen Shewmake,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
10856614,Inactive Investor,Alisha Burnett,Relationship Manager,"Wells Fargo Clearing Services, LLC",alisha.burnett@wellsfargoadvisors.com,,Salesforce
10791346,Inactive Investor,Paul Brinkley,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Wilmington NC 1055 Military Cutoff Rd",paul.brinkley@rbc.com,,Salesforce
10945463,Inactive Investor,Christian Faino,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,christian.faino@fmr.com,,Salesforce
11193886,Inactive Investor,John Huffman,Client Service Associate,Morgan Stanley Bradenton FL 1401 Manatee Ave W,john.huffman@morganstanley.com,,Salesforce
11235973,Inactive Investor,Douglas Dawson,Managing Director;Senior Wealth Advisor,Alpine Private Wealth Shreveport LA Private Residence,,,Salesforce
9605829,,James Mashiter,,,jmashiter@seic.com,,List import
10823685,Inactive Investor,Christopher Settle,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,christopher.settle@ubs.com,,Salesforce
10897661,Inactive Investor,Brooke Barnes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brooke.barnes@fidelity.com,,Salesforce
11074460,Inactive Investor,Peter Cunningham,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",pcunningham@siebertnet.com,,Salesforce
10859587,Inactive Investor,John Kanak,Financial Advisor,LPL Financial LLC Waunakee WI 1005 Quinn Dr,john.kanak@lpl.com,,Salesforce
190542,,Sharad Singh,,[[Unknown]],sharad205.singh@gmail.com,,Paid Social
348117,,Douglas Londal,Partner,"Msd Partners, L.p.",dlondal@msdpartners.com,212-303-1650,Manual List Upload
11092949,Inactive Investor,Lori-Ann Garside,,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",,,Salesforce
9549295,,William Fendley,,,wfendley@cantella.com,,List import
11116839,Inactive Investor,Brandon Frick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
232841,, -,,[Unknown],friedman.markr@gmail.com,,
11229492,Inactive Investor,Victoria Dunn,Client Service Associate,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,,,Salesforce
9619776,,Stan An,,,kupemail@yahoo.com,,List import
11105964,Inactive Investor,Mark Ghafari,Director;Member;Senior Wealth Advisor,"Innovia Wealth, LLC",mark@innoviawealth.com,,Salesforce
10817887,Inactive Investor,Kenneth Mosher,Financial Advisor,Edward Jones Highland MI 2823 E Highland Rd,todd.mosher@edwardjones.com,,Salesforce
9617973,,Merrick Okamoto,,,mokamoto@vikingasset.com,,List import
9626774,,Michael Froehlich,,,michael.froehlich@gmail.com,,List import
11103425,Inactive Investor,Portia White,Chief Executive Officer;Partner;Regulatory Contact;Senior Advisor;Vice President,Whelan Financial,,,Salesforce
10806481,Inactive Investor,George Taggart,Financial Advisor,Edward Jones Cortez CO 2423 E Main St,george.taggart@edwardjones.com,,Salesforce
9555041,,George Kovka,,,george.kovka@securitiesamerica.com,,List import
11182528,Inactive Investor,Keith Gause,,"MML Investors Services, LLC Jacksonville FL 3753-1 Cardinal Point Dr",keithgause@financialguide.com,,Salesforce
11045669,Inactive Investor,Samuel Denton-Schneider,,Goldman Sachs & Co.,samuel.dentonschneider@gs.com,,Salesforce
11060937,Inactive Investor,Malcolm Kimble,,Deutsche Bank Securities Inc.,malcolm@deutschewealth.com,,Salesforce
10756483,Inactive Investor,Jennifer Cozza,Financial Advisor;Financial Planning Specialist,Morgan Stanley Barrington IL 760 W Main St,jennifer.cozza@morganstanley.com,,Salesforce
9631347,,Kevin Zicherman,,,kzicherman@gmail.com,,List import
10924966,Inactive Investor,Sean Lennon,,GWN Securities Inc. Wakefield RI 179 Main St,slennon@gwnsecurities.com,,Salesforce
11041572,Inactive Investor,Romeo Margot-Picquendar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Gatos CA 780 Blossom Hill Rd",romeo.margot-picquendar@ml.com,,Salesforce
10861838,Inactive Investor,Charles Amadio,Senior Client Services Specialist,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,charles.amadio@jpmorgan.com,,Salesforce
10837876,Inactive Investor,Robert Nicholas,,"Allstate Financial Services, LLC York PA 1550 Kenneth Rd",robertnicholas@allstate.com,,Salesforce
9645649,,Leland Bardsley,,,lbardsley@gmail.com,,List import
9586508,,Lisa Watson,,,lisa@alliedinvest.net,,List import
11006289,Inactive Investor,Suzanne Kosior,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 132 Royal Palm Way",suzanne.kosior@ml.com,,Salesforce
9541507,,zhiping cai,,,v4hx66n@dingtalk.com,,List import
11091156,Inactive Investor,Jerry Kester,Financial Advisor,Edward Jones Saint Louis MO 9447 Olive Blvd,jerry.kester@edwardjones.com,,Salesforce
165345,,Lary Ehimuan,,[Unknown],lary.ehimuan@gmail.com,,Organic Search
11068347,Inactive Investor,Claudio Robertson,Executive Director,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,claudio.robertson@jpmorgan.com,,Salesforce
11196594,Inactive Investor,William Coffey,Financial Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,bill.coffey@glic.com,,Salesforce
10911228,Inactive Investor,Jay Sandlin,,PFS Investments Inc. Little Rock AR 2020 W 3rd St,jay.sandlin@primerica.com,,Salesforce
11079080,Inactive Investor,Todd Yetenekian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9611511,,Anthony Atkinson,,,aatkinson@investcloud.com,,List import
9622718,,mike johnson,,,369mjohnson@gmail.com,,List import
10784608,Inactive Investor,Robert Kincade,Chairman;Chief Executive Officer;President,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,rkincade@stonebridgecap.com,,Salesforce
11130040,Inactive Investor,Sang Nguyen,,"Roberts & Ryan, Inc. Los Angeles CA 1901 Avenue of the Stars",snguyen@roberts-ryan.com,,Salesforce
9567617,,Shuwun Ma,,,sma@massmutual.com,,List import
10753973,Inactive Investor,Andrea Spieth,Client Service Associate,Professional Planning Group,aspieth@ppgadvisors.com,,Salesforce
9617471,,Bryan Arnold,,,bryan.arnold@modern-woodmen.org,,List import
10988388,Inactive Investor,Keith Wolfe,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,keith.wolfe.uq6g@statefarm.com,,Salesforce
10871277,Inactive Investor,Richard Miller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Arlington Heights IL 150 W Campbell St",rick.miller@wellsfargoadvisors.com,,Salesforce
10516010,,Jennifer Wise,,,joinjen555@gmail.com,,Web Form Fillout
10778804,Inactive Investor,Darrell May,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",darrell.r.may@wellsfargoadvisors.com,,Salesforce
11166257,Inactive Investor,Paul Stevens,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,paul.stevens@ubs.com,,Salesforce
374299,,Zachary Mineur,Chief Investment Officer,"Independence Square Holdings, Llc",,610-520-1500,Manual List Upload
10863863,Inactive Investor,Bradley Hughes,,"Allstate Financial Services, LLC Greenville SC 528 Howell Rd",bradleyhughes@allstate.com,,Salesforce
10917185,Inactive Investor,Anthony Roer,,"FBL Marketing Services, LLC Buckeye AZ 7335 S Miller Rd",anthony.roer@fbfs.com,,Salesforce
11019588,Inactive Investor,Paul Broome,,NYLIFE Securities LLC Jacksonville FL 1912 Hamilton St,pabroome@ft.newyorklife.com,,Salesforce
10457267,,Andrew Silvey,,,andy@atkrypto.io,,Web Form Fillout
11132200,Inactive Investor,Zachary Kniffen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",zachary.kniffen@schwab.com,,Salesforce
11051402,Inactive Investor,Sammy Sung,Chief Compliance Officer;Managing Member,ALE LLC,sammy.sung@alellc.com,,Salesforce
372727,,stefanie swift,,United States,swift.stefanie@gmail.com,,source
11095607,Inactive Investor,Terry Prather,Wealth Advisor,United Capital Financial Advisors Evansville IN 601 N Cross Pointe Blvd,terry.prather@gs.com,,Salesforce
332864,,Todd McGinley,Senior Portfolio Manager,Mechanics Bank,todd_mcginley@mechanicsbank.com,,
10779660,Inactive Investor,Timothy Cannuli,,"Raymond James Financial Services, Inc. Manasquan NJ 200 Atlantic Ave",tim.cannuli@raymondjames.com,,Salesforce
10913803,Inactive Investor,Samuel Napp,Advisor,BSW Wealth Partners,sam@bsw.com,,Salesforce
10820759,Inactive Investor,David Thomas,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",,,Salesforce
10981454,Inactive Investor,Melissa Andrews,,"Allstate Financial Services, LLC Colorado Springs CO 726 Cheyenne Meadows Rd",mandrews@allstate.com,,Salesforce
11072443,Inactive Investor,Bruce Zessar,Chief Compliance Officer;Managing Director;Portfolio Manager,Advisory Research Inc,bzessar@advisoryresearch.com,,Salesforce
9545654,,storeyun 9888,,,storeyun9888@gmail.com,,List import
10775260,Inactive Investor,Neil Shah,,Evercore Group L.L.C.,,,Salesforce
10803479,Inactive Investor,Steven Scalici,Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,steve.scalici@ubs.com,,Salesforce
11201997,Inactive Investor,Walker Sandlin,Chief Compliance Officer;Portfolio Manager;Principal,"Stonebridge Capital Management NW, LLC",wsandlin@stonebridgenw.net,,Salesforce
10882061,Inactive Investor,Jesus Manriquez,,"Wells Fargo Clearing Services, LLC Gardnerville NV 1542 US Hwy 395 N",,,Salesforce
373094,,mohsen hbibli,,[Unknown],mhbybly@gmail.com,,source
9634028,,Anas Saidi,,,anassaidi120@gmail.com,,List import
10961867,Inactive Investor,Elizabeth Nash,,J.P. Morgan Securities LLC,elizabeth.nash@jpmorgan.com,,Salesforce
11067922,Inactive Investor,Daniel Bowen,Secretary,Marathon Retirement Planning,,,Salesforce
10647266,,Harley Tierheimer,,,harley.tierheimer@jpmorgan.com,,List Import
11005463,Inactive Investor,Gervais Vieira,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,gvieira@primerica.com,,Salesforce
11014847,Inactive Investor,Joshua Bodner,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
10958124,Inactive Investor,Spencer Beckmann,Financial Advisor,Wintrust Investments LLC Belleville IL 2610 N Illinois St,sbeckmann@wintrustwealth.com,,Salesforce
10780472,Inactive Investor,Heidi Bayer,Portfolio Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,heidi.bayer@morganstanley.com,,Salesforce
9552348,,Willem Kooyker,,,wk@blenheiminv.com,,List import
9634361,,Marc Galin,,,marc.galin@insead.edu,,List import
11141460,Inactive Investor,Ronald Campetti,,Cetera Investment Services LLC Philadelphia PA 1800 John F Kennedy Blvd,ronald.campetti@ceterainvestors.com,,Salesforce
11029950,Inactive Investor,Sean Cunniff,Director - Retirement Products,Edward Jones,,,Salesforce
10832386,Inactive Investor,Paul Pavelski,Financial Advisor,Morgan Stanley Barrington IL 760 W Main St,paul.pavelski@morganstanley.com,,Salesforce
9546134,,Adam Golden,,,ajgoldbuilt@gmail.com,,List import
10989254,Inactive Investor,Kin Chow-Santiago,Private Banker,"U.S. Bancorp Investments, Inc. Del Mar CA 2830 Via de la Valle",kitty.chowsantiago@usbank.com,,Salesforce
10886042,Inactive Investor,Gustavo Dos Santos,,Goldman Sachs & Co.,,,Salesforce
11210503,Inactive Investor,Kiana Kaelin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
338651,,Andrew Janower,Managing Director,"Charlesbank Capital Partners, Llc",ajanower@charlesbank.com,617-619-5400,Manual List Upload
9568770,,Josh Stewart,,,jostewar@yahoo.com,,List import
11025572,Inactive Investor,Mianchen Cao,,Jefferies LLC,mcao@jefferies.com,,Salesforce
11024481,Inactive Investor,Brian Chan,,LPL Financial LLC San Diego CA 4707 Executive Dr,brian.chan@lpl.com,,Salesforce
11135888,Inactive Investor,Nelson Valerio,Financial Advisor,LPL Financial LLC Boynton Beach FL 1200 S Federal Hwy,nelson.valerio@lpl.com,,Salesforce
10999436,Inactive Investor,Marleny De La Rosa,,J.P. Morgan Securities LLC Bronx NY 360 E 149th St,marleny.de-la-rosa@jpmorgan.com,,Salesforce
372068,,Mario Trinca,,Portugal,mariortrinca@hotmail.com,,Salesforce
10946144,Inactive Investor,Mark Richards,,"MML Investors Services, LLC Chambersburg PA 273 Lincoln Way E",coolhollow@financialguide.com,,Salesforce
11156751,Inactive Investor,David Humes,Executive Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,david.humes@morganstanley.com,,Salesforce
10832666,Inactive Investor,Matthew Addy,Financial Professional,"MML Investors Services, LLC Lansing MI 4039 Legacy Pkwy",matthewaddy@financialguide.com,,Salesforce
9575366,,William Perrelli,,,william.perrelli@pnc.com,,List import
204253,,Edmond Shults,,United States,eds3@shultsauto.com,,
10486823,,Rajesh Markan,,Hilltop Securities Inc.,meraaraj@yahoo.com,,List Import
11070646,Inactive Investor,Wesley Storr,Financial Advisor,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",wesley.storr@ampf.com,,Salesforce
10777269,Inactive Investor,Jeff Cunningham,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",jeff.cunningham@ml.com,,Salesforce
9573836,,James Clayton -,,,jclayton73@outlook.com,,List import
11207487,Inactive Investor,Edward Boehmer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",edward_boehmer@ml.com,,Salesforce
10810841,Inactive Investor,Julian Frank,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,julian.m.frank@ubs.com,,Salesforce
10698519,,Danyar Altybaev,,,daniyar.altybayev.88@mail.ru,,Web Form Fillout
9637837,,Robert Naylor,,,robert@trianglecf.org,,List import
10986569,Inactive Investor,Riley Lowe,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
11002099,Inactive Investor,Clinton Twombly,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",clinton.j.twombly@nm.com,,Salesforce
11194005,Inactive Investor,Anthony Smith,,State Farm VP Management Corp.,tony.smith.nbeb@statefarm.com,,Salesforce
9634460,,Neville Rhone,Managing Director,Canyon Partners Real Estate Llc,nrhone@canyonpartners.com,,List import
9591214,,Warren DeBiew,,,carsell2000@yahoo.com,,List import
10902387,Inactive Investor,Casey Taylor,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11176872,Inactive Investor,Michael Keating,,BNY Mellon Securities Corporation New York NY 200 Park Ave,michael.keating@bnymellon.com,,Salesforce
10943715,Inactive Investor,Tabitha Melvin,,PFS Investments Inc. Mankato MN 100 Warren St,tabitha.melvin@primerica.com,,Salesforce
11132186,Inactive Investor,Juan Garcia,,J.P. Morgan Securities LLC Imperial Beach CA 1100 Palm Ave,juan.p.garcia@chase.com,,Salesforce
10847114,Inactive Investor,Jessica Kmetty,Principal;Regulatory Contact,"Allos Investment Advisors, LLC",jessica@allosadvisors.com,,Salesforce
11001488,Inactive Investor,Gordon Hill,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,ghill@lincolninvestment.com,,Salesforce
11105821,Inactive Investor,Jared Tebockhorst,,"FBL Marketing Services, LLC Fairfax IA 409 Creek Side Dr",jared.tebockhorst@fbfs.com,,Salesforce
10861276,Inactive Investor,David Koohy,,The O.N. Equity Sales Company Middletown RI 575 E Main Rd,,,Salesforce
347568,,Gordon Ceresino,Vice Chairman,"Mdt Advisers, A Division Of Federated Mdta Llc",gceresino@mdtadvisers.com,617-235-7100,Manual List Upload
10850911,Inactive Investor,John Roberts,,"Osaic Wealth, Inc. Gretna NE Private Residence",,,Salesforce
11046865,Inactive Investor,Connor Hanley,Financial Planning Associate;Portfolio Management Associate,Morgan Stanley Boston MA 28 State St,connor.hanley@morganstanley.com,,Salesforce
9630459,,Stephen Schuster,,,smschuster@pm.me,,List import
10778420,Inactive Investor,John Sloofman,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,john.sloofman@fidelity.com,,Salesforce
10948548,Inactive Investor,Abigail Advincula,,J.P. Morgan Securities LLC San Diego CA 13275 Black Mountain Rd,abigail.advincula@jpmorgan.com,,Salesforce
10692483,,Jey Chapman,,,chapmanjay438@gmail.com,,Web Form Fillout
4397548,,Kinlo Vewly,,,chrisblue@putrajayabaya.skom.id,,Web Form Fillout
10893706,Inactive Investor,Michael Visciano,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,michael.visciano@ubs.com,,Salesforce
181744,,ANTHONY COPPA,,[Unknown],coppa.anthony@gmail.com,,Event
10808528,Inactive Investor,Chenge Li,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10982315,Inactive Investor,Aneesa Bennett,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Edison NJ 159 Wood Ave",,,Salesforce
11078634,Inactive Investor,Steven Leoni,Financial Professional,"Equitable Advisors, LLC Visalia CA 1606 W Mineral King Ave",steven.leoni@equitable.com,,Salesforce
10808125,Inactive Investor,Hugh Thompson,Financial Advisor,Edward Jones Tulsa OK 4200 E Skelly Dr,hugh.thompson@edwardjones.com,,Salesforce
9576462,,Adam Levitt Levitt,,,cloudwavecorp@gmail.com,,List import
10604138,Active Investor,Gianfranco Ramos,,Gianfranco Capeans Ramos,gianfrancocapeans@yahoo.com,5743236221,Salesforce
6860,, -,,[[Unknown]],eromero1474@gmail.com,,Initial Salesforce Import
10769940,Inactive Investor,Shaun Horan,,Park Avenue Securities LLC Phoenix AZ 5080 N 40th St,shaun_horan@glic.com,,Salesforce
11104390,Inactive Investor,Zipporah Evania,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",zipporah.evania@nm.com,,Salesforce
9612976,,Beth Dougherty,,,beth.dougherty@nuveen.com,,List import
10977269,Inactive Investor,Derek Hensley,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,derek.hensley.wc76@statefarm.com,,Salesforce
10934712,Inactive Investor,Maria Zimiga,,J.P. Morgan Securities LLC North Hollywood CA 10050 Riverside Dr,maria.touniyans@chase.com,,Salesforce
11041719,Inactive Investor,Korie Champeaux,,UBS Financial Services Inc.,,,Salesforce
9608213,,Jon Hart,,,jhartllc@yahoo.com,,List import
9643091,,Gavin Tam,,,gavin.kc.tam@gmail.com,,List import
94240,,Louie Zarour,,United States,lou1msl@yahoo.com,,
10781374,Inactive Investor,Lois McNaughton,Chief Compliance Officer;Compliance Officer;Vice President,Montrose Advisors Inc New York NY 505 Park Ave,lmcnaughton@montroseadvisors.com,,Salesforce
11045350,Inactive Investor,Anthony Fella,Retirement Plan Associate,Flagstar Advisors,afella@signatureny.com,,Salesforce
11163979,Inactive Investor,Diana Alexander,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sugar Land TX 2150 Town Square Pl",diana.alexander@rbc.com,,Salesforce
11120044,Inactive Investor,Dickinson Miller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Washington DC 1220 19th St NW",dickinson.x.miller@ampf.com,,Salesforce
9588940,,Joseph Krcma,,,jkrcma@foundersfinancial.com,,List import
9553104,,Tammy Plotkin-Oren,,,tplotkin-oren@ft.newyorklife.com,,List import
10839320,Inactive Investor,Cheryl Dorko,Financial Advisor,"Centaurus Financial, Inc. Reading PA 999 Berkshire Blvd",,,Salesforce
220342,,David Selby,,[Unknown],selbydo@me.com,,
10868712,Inactive Investor,Bettina Kallins,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",bettina.kallins@wellsfargoadvisors.com,,Salesforce
10943877,Inactive Investor,James Foster,,First Asset Financial Inc.,,,Salesforce
11107371,Inactive Investor,Karl Rickel,,"MML Investors Services, LLC Brookfield CT Private Residence",krickel@massmutual.com,,Salesforce
11221176,,Robert Doll,,,rdoll@crossmarkglobal.com,,List Import
11007598,Inactive Investor,Ida West,Financial Planner,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,ida.west@lfg.com,,Salesforce
9611659,,Joseph Gaskins,,,joe@valur.io,,List import
10859440,Inactive Investor,Mary Greene,Financial Professional,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",mary.artis@prudential.com,,Salesforce
11201733,Inactive Investor,Joe Murray,,Cabot Lodge Securities LLC Holiday Island AR Private Residence,,,Salesforce
9544127,,Steven Ernst,,,steven_t_ernst@ml.com,,List import
10811935,Inactive Investor,Jennings McGraw,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Johnstown PA 999 Eisenhower Blvd",jennings.mcgraw@equitable.com,,Salesforce
10927747,Inactive Investor,Yesenia Carreto,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11038158,Inactive Investor,Rommel Garcia,,Key Investment Services LLC Tacoma WA 13802 Pacific Ave S,rommel.garcia@key.com,,Salesforce
10794439,Inactive Investor,John Weiksnar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10910095,Inactive Investor,Vitaly Novokreshchinov,Principal,"Lestna Retirement, LLC",vitaly@lestna.com,,Salesforce
11188804,Inactive Investor,Christiane Clark,,PFS Investments Inc. Meridian ID 1530 W State St,christiane.clark@primerica.com,,Salesforce
10910579,Inactive Investor,Jeremy Marquez,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,jeremy.marquez@fidelity.com,,Salesforce
11122376,Inactive Investor,Aaron Rabin,,LPL Financial LLC Montvale NJ 28 W Grand Ave,aaron.rabin@lpl.com,,Salesforce
10779996,Inactive Investor,Robert Luther,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated The Villages FL 1100 Canal St",robert_lutherjr@ml.com,,Salesforce
11042370,Inactive Investor,Jeffrey Sandene,Financial Advisor,LPL Financial LLC Addison TX 15851 Dallas Pkwy,jeff.sandene@lpl.com,,Salesforce
6377215,,Billiam Holster,,,vahixas425@fom8.com,,Web Form Fillout
11004040,Inactive Investor,Rey Macias,,J.P. Morgan Securities LLC Edmond OK 2307 W Edmond Rd,rey.macias@jpmorgan.com,,Salesforce
10809815,Inactive Investor,Nicholas Onder,Financial Advisor,Edward Jones Bethesda MD 7500 Old Georgetown Rd,nick.onder@edwardjones.com,,Salesforce
10988817,Inactive Investor,Alexander Camuzzi,,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",alexander.camuzzi@raymondjames.com,,Salesforce
9585961,,ROBERT PHILIMON,,,robphilip777@gmail.com,,List import
11219977,,Robert Kapito,,,rkapito@blackrock.com,,Other
10882159,Inactive Investor,David Packer,,Cetera Advisors LLC Logan UT 75 W 100 S,dave.packer@ceteraadvisors.com,,Salesforce
10912779,Inactive Investor,Samuel Cascio,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10881086,Inactive Investor,Jason Gere,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,jason.gere@jpmorgan.com,,Salesforce
10810437,Inactive Investor,Tina Brannan,Wealth Management Advisor,LPL Financial LLC Clackamas OR 9200 SE Sunnybrook Blvd,tina.brannan@lpl.com,,Salesforce
168826,,Reinaldo Blanco,,[Unknown],rblanco9893@yahoo.com,,Organic Search
9540969,,Kim Escue,Senior Portfolio Manager,Stringer Asset Management LLC Retirement,kim.escue@stringeram.com,,List Import
9565645,,Karl Holzhueter,,,karl@cvfadvisor.com,,List import
11156859,Inactive Investor,Michael Spero,Financial Consultant,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",michael.spero@equitable.com,,Salesforce
9579244,,Jae Oh,,,jae.oh@prudential.com,,List import
119479,,Agustin Pascual,,Eagle Strategies LLC,apascual@ft.newyorklife.com,956-630-9100,
221178,,Matthew Schroeder,,[Unknown],matthewschroeder@mba.berkeley.edu,,
11129517,Inactive Investor,David Taylor,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10990221,Inactive Investor,Edgar De La Cruz,Financial Planning Assistant,"Ameriprise Financial Services, LLC Merced CA 3337 G St",,,Salesforce
9544946,,Matt Harvill,,,ma33hew.david@gmail.com,,List import
146415,,Alexander Austin,,[Unknown],alexandercaustin@yahoo.com,,
10825981,Inactive Investor,Linda Oleson,Senior Vice President - Investments,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",loleson@wisdirect.com,,Salesforce
11147362,Inactive Investor,Lisa Hauer,,LPL Financial LLC Hutchinson MN 756 Century Ave SW,lisa.hauer@lpl.com,,Salesforce
11126526,Inactive Investor,Peter Hogan,Executive Director;Wealth Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,peter.hogan@morganstanley.com,,Salesforce
11106913,Inactive Investor,David Johnson,Chief Compliance Officer;Manager;Managing Member;Senior Partner,Private Client Group Asset Management,davidj@privateclientgroupam.com,,Salesforce
9546795,,DAYNA KLEIN,,,daynaklein@comcast.net,,List import
10946263,Inactive Investor,William Crampton,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Aurora CO Private Residence",wcrampton@tiaa.org,,Salesforce
10905641,Inactive Investor,Sheila Matthews,,PFS Investments Inc. Westport MA 655 State Rd,smatthews@primerica.com,,Salesforce
10937624,Inactive Investor,Michael Snyder,,Valor Investments and Planning LLC,,,Salesforce
10836880,Inactive Investor,Andrew McCully,Senior Fiduciary Wealth Advisor;Vice President,"United Brokerage Services, Inc Vienna VA 2071 Chain Bridge Rd",,,Salesforce
11205491,Inactive Investor,Thomas Holt,Financial Services Representative,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11177996,Inactive Investor,Trey Kanet-Musgrove,,J.P. Morgan Securities LLC New York NY 277 Park Ave,trey.kanet-musgrove@jpmorgan.com,,Salesforce
10943827,Inactive Investor,Joy Dias Mzee,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10606785,,Mindy Cleaveland,"Principal, Wealth Manager","Modera Wealth Management, LLC",mindyn@moderawealth.com,201-768-4600,
10934184,Inactive Investor,Mary Holzhauer,,LPL Financial LLC Middleton WI 7447 University Ave,mary.holzhauer@lpl.com,,Salesforce
9545519,,Erika Tinney,,,erika.tinney@yahoo.com,,List import
9646159,,Baylin Ennor,,,georgeennor28@gmail.com,,List import
10760993,Inactive Investor,James Steele,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",james_steelejr@ml.com,,Salesforce
11187495,Inactive Investor,Elaine Parlberg,Financial Advisor,LPL Financial LLC Frankenmuth MI 580 N Main St,elaine.parlberg@lpl.com,,Salesforce
11133642,Inactive Investor,Jason Holland,,"Truist Investment Services, Inc. Melbourne FL 8226 N Wickham Rd",jason.holland@truist.com,,Salesforce
11201468,Inactive Investor,James Stark,Senior Vice President,PFS Investments Inc. Sacramento CA 1787 Tribute Rd,james.stark@primerica.com,,Salesforce
11083297,Inactive Investor,Tommy Chau,,"Allstate Financial Services, LLC Richardson TX 179 N Plano Rd",tommychau@allstate.com,,Salesforce
10885993,Inactive Investor,Charley Ford,Investment Specialist;Vice President,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,charley.ford@jpmorgan.com,,Salesforce
10918945,Inactive Investor,Bart Broussard,Financial Services Representative,"MML Investors Services, LLC Thibodaux LA 909 Canal Blvd",bartbroussard@financialguide.com,,Salesforce
11221533,,Michael Tituskin,,,mike@northpf.com,,List Import
11151580,Inactive Investor,Rodolfo Munoz,,J.P. Morgan Securities LLC Anaheim CA 101 S Harbor Blvd,rudy.munoz@jpmorgan.com,,Salesforce
9541034,,Dana Elwell,,,dana.m.elwell@morganstanley.com,,List import
10904799,Inactive Investor,Mark Ludwig,Senior Manager,"Equitable Advisors, LLC Omaha NE 1111 N 102nd Ct",mark.ludwig@equitable.com,,Salesforce
9591341,,Neda Aarabi,,,neda.aarabi@protonmail.com,,List import
9876654,,Cecilia Baker,,,ceciliambaker@gmail.com,,Web Form Fillout
10973558,Inactive Investor,Yifei Liu,,Citigroup Global Markets Inc.,,,Salesforce
10958455,Inactive Investor,Tamara Chmielewski,,LPL Financial LLC Defiance OH 601 Clinton St,tamara.chmielewski@lpl.com,,Salesforce
11030665,Inactive Investor,Tomas Rosales,,State Farm VP Management Corp.,tommy.rosales.qf8x@statefarm.com,,Salesforce
11045703,Inactive Investor,Jacob Barba,,J.P. Morgan Securities LLC El Cajon CA 2644 Jamacha Rd,jacob.barba@jpmorgan.com,,Salesforce
1004721,Inactive Investor,Stephen Garvin,,Stephen Garvin,sgarvin@sandhill-im.com,,3rd Party Lead Gen
10786043,Inactive Investor,Ryan Rosenwinkel,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",ryan.rosenwinkel@schwab.com,,Salesforce
10826364,Inactive Investor,Joseph Rosio,Financial Advisor,LPL Financial LLC Plano TX 5700 Tennyson Pkwy,joe.rosio@lpl.com,,Salesforce
11130686,Inactive Investor,John Horton,,J.P. Morgan Securities LLC Cedar Park TX 2600 E Whitestone Blvd,jay.j.horton@jpmorgan.com,,Salesforce
10989580,Inactive Investor,Garrett Nosal,,"Ameriprise Financial Services, LLC Munster IN 931 Ridge Rd",garrett.nosal@ampf.com,,Salesforce
10951680,Inactive Investor,Thomas Thorndike,,"Osaic Wealth, Inc. Pipersville PA 7137 Old Easton Rd",,,Salesforce
10965805,Inactive Investor,Lauren Newlin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11141421,Inactive Investor,Stephen Colodny,Wealth Advisor,"BBR Partners, LLC",scolodny@bbrpartners.com,,Salesforce
10918404,Inactive Investor,Jerry Todd,,"J.W. Cole Financial, Inc. Albuquerque NM Private Residence",,,Salesforce
11231310,Inactive Investor,Bashad Williams,,Vanguard Marketing Corporation,bashad_williams@vanguard.com,,Salesforce
10826906,Inactive Investor,William Comer,President,Valley Investors Corporation Roanoke VA 21 Franklin Rd SW,,,Salesforce
10806205,Inactive Investor,Benjamin Wong,,Cetera Advisor Networks LLC Walnut Creek CA 185 Lennon Ln,wongb@ceteranetworks.com,,Salesforce
11121905,Inactive Investor,Tony Carpenter,Financial Advisor,LPL Financial LLC Wheat Ridge CO Private Residence,tony.carpenter@lpl.com,,Salesforce
11222233,,Patrick Ray,,,pray@wealthenhancement.com,,List Import
11082957,Inactive Investor,Regina Pranckevicius,,Commonwealth Financial Network Worcester MA 370 Main St,rpranckevicius@cfnmail.com,,Salesforce
10899648,Inactive Investor,Andrew Martin,Investment Executive;Vice President,"Fifth Third Securities, Inc. Petoskey MI 300 E Mitchell St",andrew.martin@53.com,,Salesforce
10818523,Inactive Investor,Diana Espinel,,UBS Financial Services Inc. Los Gatos CA 750 University Ave,,,Salesforce
11009152,Inactive Investor,Benjamin Pruett,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",benjamin.pruett@nm.com,,Salesforce
10781232,Inactive Investor,Ronald Pinto,Senior Lending Advisor,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
129010,,John Gunn,,Veritable Lp,jgunn@veritablelp.com,(610) 640-9551,
11190585,Inactive Investor,William Horak,Chief Compliance Officer;President,Wealth Management Corporation,,,Salesforce
10611234,,Eric Johnson,"Financial Advisor, Trading Specialist",,eric.d.johnson@ampf.com,,List Import
11023373,Inactive Investor,John Goubler,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",john.goubler@prudential.com,,Salesforce
10954248,Inactive Investor,Donald Reynolds,Chief Compliance Officer;President,"Reynolds Capital Management, Inc.",don@reynoldscapitalmanagement.com,,Salesforce
10853123,Inactive Investor,David Mount,Director;Portfolio Manager,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",david.mount@raymondjames.com,,Salesforce
11233325,Inactive Investor,Margaret Robben,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
9602465,,Jason Frizzell,,,jason.frizzell@clsinvest.com,,List import
10811162,Inactive Investor,Carolyn Nelson,,D.A. Davidson & Co. Twin Falls ID 450 Falls Ave,,,Salesforce
11078775,Inactive Investor,Michael Minnis,Financial Professional,"Pruco Securities, LLC. Orland Park IL 16520 106th Ct",michael.minnis@prudential.com,,Salesforce
9622457,,daniel opheim,,,googdan2019@gmail.com,,List import
125102,,Christopher Kiessling,"Vice President, Wealth Management Advisor",Wealthspire Advisors,chris.kiessling@wealthspire.com,(301) 564-9500,
11060484,Inactive Investor,Schlyn Thiry,Associate;Financial Advisor,Edward Jones Norway MI Private Residence,schlyn.thiry@edwardjones.com,,Salesforce
351359,,Emily Kane,"Director, Talent","Monomoy Capital Management, L.p.",ekane@mcpfunds.com,212-225-9370,Manual List Upload
10947642,Inactive Investor,Muthu Kumar Ceevarum,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10982869,Inactive Investor,Ryan Fanizza,,"Kestra Investment Services, LLC Payson AZ 630 E State Hwy 260",,,Salesforce
11082199,Inactive Investor,Amy Bower,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,amy_bower@vanguard.com,,Salesforce
11077549,Inactive Investor,William Lellyett,Managing Director - Investments,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",bill.lellyett@raymondjames.com,,Salesforce
9560003,,F. Xavier Castane Bellver,,,castanebelver@gmail.com,,List import
11033326,Inactive Investor,Steven Peterson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",steven_peterson@ml.com,,Salesforce
10808862,Inactive Investor,Chi Yu,Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11187575,Inactive Investor,Brandon Fiting,,"Raymond James Financial Services, Inc. Saginaw MI 5300 Gratiot Rd",brandon.fiting@raymondjames.com,,Salesforce
9548718,,Kenneth Power,,,hospicedoc@gmail.com,,List import
10766414,Inactive Investor,Tara Muldoon,Assistant Vice President;International Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",tara_muldoon@ml.com,,Salesforce
10808649,Inactive Investor,Donna Brooks,,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,dbrooks@rwbaird.com,,Salesforce
9614360,,Kelvin Ung,,,kelvinu@gmail.com,,List import
10804250,Inactive Investor,Matthew Kulp,Senior Advisor,Commonwealth Financial Network Allentown PA 3440 Hamilton Blvd,mkulp@commonwealth.com,,Salesforce
5242095,,dara tom,,,difaw52272@kuvasin.com,,Web Form Fillout
10856719,Inactive Investor,Erik Lure,Investment Advisor Representative,"Osaic Wealth, Inc. Marlton NJ 525 Rte 73 N",,,Salesforce
10615087,,Elyse Wels,"Financial Advisor, Workplace Advisor",,elyse.wels@morganstanley.com,,List Import
11202829,Inactive Investor,Brian Basinger,Chief Compliance Officer;Founder;Owner;President,"Sapient Road Wealth Management, LLC",brian@sapientroad.com,,Salesforce
81925,,Derek Essoyan,,Evolution,dessoyan@gmail.com,8.18037E+11,Organic Search
10978584,Inactive Investor,Cayden Mcgarity,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
193786,,Mike Barna,,[Unknown],mike@tradingsystemlab.com,,source
10614406,,Ariben Kirschbaum,Financial Advisor,,akirsch5@yahoo.com,,List Import
10917512,Inactive Investor,Robert Florence,,"Raymond James Financial Services, Inc. Overland Park KS 9500 Nall Ave",robert.florence@raymondjames.com,,Salesforce
9551307,,David Mello,,,david.r.mello@citizensbank.com,,List import
9645406,,Jeremie Banet,,,jbanet@veritionfund.com,,List import
9591932,,Eric Hewitt,,,ehewitt@fsnweb.com,,List import
242070,,Joseph DAmico,Director of Investments,Lutz & Associates Wealth Strategists,joseph.damico@glic.com,,Event
9612711,,Nancy Studenroth,,,nstudenroth@greatlakesadvisors.com,,List import
9550715,,Jae-Hak Ko,,,j.ko@transamerica.com,,List import
10930649,Inactive Investor,Kavian Boots,,"U.S. Bancorp Investments, Inc. Chicago IL 209 S La Salle St",kavian.boots@usbank.com,,Salesforce
10485016,,Jonathon Oden,Owner,"Aesop Advisor, LLC",jonathonoden@gmail.com,,List Import
10877283,Inactive Investor,Lance Plumb,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11220829,,Ryan Perry,,,ryan.perry@empower.com,,List Import
3719,,Gavaskar Balasingam,Security Analyst,Southpoint Capital Advisors LP,gav@southpointcapital.com,1-212-692-6339,Initial Salesforce Import
9639432,,Fahrad Al Omran,,,office@narmocapital.com,,List import
11234491,Inactive Investor,Janet Farfan Alvarado,Client Service Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,janet.farfan-alvarado@morganstanley.com,,Salesforce
11110033,Inactive Investor,Paul Bacchioni,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",pbacchioni@financialguide.com,,Salesforce
10868677,Inactive Investor,Jude Mertes,,Country Capital Management Company Naperville IL 1730 Park St,jude.mertes@countryfinancial.com,,Salesforce
11043092,Inactive Investor,Matthew Tomeny,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10658653,,Stephanie Degen,,,stephanie.l.degen@jpmorgan.com,,List Import
11071260,Inactive Investor,Mark Headrick,,"Dempsey Lord Smith, LLC Lagrange GA 7 E Lafayette Sq",mark.headrick@dempseyi.com,,Salesforce
9614332,,Kerby Sit,,,kerby.sit@rbc.com,,List import
221273,,James Congrove,,[Unknown],jcongrove6@hotmail.com,,
10907902,Inactive Investor,Brent Stevens,,NYLIFE Securities LLC Bossier City LA Private Residence,bstevens@ft.newyorklife.com,,Salesforce
10797284,Inactive Investor,Enos Lawson,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,enos.lawson@primerica.com,,Salesforce
10835099,Inactive Investor,Franklin Iryami,,"Raymond James Financial Services, Inc. Melville NY 200 Broadhollow Rd",frank.iryami@raymondjames.com,,Salesforce
10921658,Inactive Investor,Taylor Royal,Partner,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",taylor.royal@nm.com,,Salesforce
9590242,,John Hempton,,,john@brontecapital.com,,List import
9609887,,Allan Gulley,,,allanwgulley@gmail.com,,List import
10818502,Inactive Investor,Max Rater,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",max.rater@ml.com,,Salesforce
9611611,,Michael Severijn,,,michael.severijn@hotmail.com,,List import
10867635,Inactive Investor,Patrick Burd,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",patrick.burd@equitable.com,,Salesforce
10752944,Inactive Investor,Salina Gleeson,,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",salina.s.gleeson@ampf.com,,Salesforce
10830220,Inactive Investor,Nicholas Chuha,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10857951,Inactive Investor,Charles Zwiefelhofer,Financial Advisor,LPL Financial LLC Eau Claire WI 4251 Southtowne Dr,chuck.zwiefelhofer@lpl.com,,Salesforce
9655,,mike -,,mikelane_2002@yahoo.com,mikelane_2002@yahoo.com,,News & Research
11190979,Inactive Investor,David Carroll,Advisor;Member,"Rockbridge Investment Management, LLC",dcarroll@rockbridgeinvest.com,,Salesforce
11015800,Inactive Investor,Glenn Ushijima,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",glenn.ushijima@wellsfargo.com,,Salesforce
11148221,Inactive Investor,David Cychosz,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,david.cychosz@primerica.com,,Salesforce
11086885,Inactive Investor,Alec Messer,,Morgan Stanley Sandy UT 200 W Civic Center Dr,alec.messer@morganstanley.com,,Salesforce
9580145,,Colin Hughes,,,chughes@ayco.com,,List import
11235862,Inactive Investor,Matthew Bennett,Partner;Senior Wealth Advisor,"Quotient Wealth Partners, LLC Irving TX 222 Colinas Blvd W",,,Salesforce
10818960,Inactive Investor,Tyler Supple,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
11030693,Inactive Investor,Isaiah Cooper,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,icooper01@ft.newyorklife.com,,Salesforce
10841424,Inactive Investor,Kalynn Roland,Financial Advisor,Edward Jones Reidsville NC 1012 Richardson Dr,kalynn.roland@edwardjones.com,,Salesforce
10753302,Inactive Investor,Marc Porrazzo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11153703,Inactive Investor,Karen Kinrose,,Cetera Advisor Networks LLC Camarillo CA 340 Rosewood Ave,kinrosek@ceteranetworks.com,,Salesforce
11068445,Inactive Investor,Daniel Pfeiffer,,"MML Investors Services, LLC Doylestown PA 204 N West St",,,Salesforce
10762716,Inactive Investor,Michael Roesler,,"Principal Securities, Inc.",roesler.mike@principal.com,,Salesforce
11002149,Inactive Investor,Justin Guerin,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",justin.guerin@nm.com,,Salesforce
11193639,Inactive Investor,Nicolas Arellano Paredes,,PFS Investments Inc. Gaithersburg MD 6 Montgomery Village Ave,narellanoparedes@primerica.com,,Salesforce
11254236,Inactive Investor,Alana Storr,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",alana.storr@equitable.com,,Salesforce
11170304,Inactive Investor,Leonardo Morales,,"Wells Fargo Clearing Services, LLC Boyertown PA 709 E Philadelphia Ave",,,Salesforce
11033166,Inactive Investor,Gina Walker,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
241991,,Beau Bryant,Wealth Advisor,"Resolute Wealth Advisor, Inc.",bbryant@resoluteadvisor.com,,Event
10988279,Inactive Investor,Lynne Mulligan,,Money Concepts Capital Corp Wethersfield CT 75 Garden St,lmulligan@moneyconcepts.com,,Salesforce
10765625,Inactive Investor,Suzanne Swaciak,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",suzanne_swaciak@ml.com,,Salesforce
11068687,Inactive Investor,Richard Peterbok,Chief Compliance Officer;Chief Executive Officer;President,Interactive Financial Advisors Chicago IL 625 N Michigan Ave,rpeterbok@swcares.com,,Salesforce
10949894,Inactive Investor,Duncan Foy,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,duncan_foy@vanguard.com,,Salesforce
10758579,Inactive Investor,Gregory Popera,Managing Director - Wealth Management;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",gregory_popera@ml.com,,Salesforce
10885263,Inactive Investor,Teofilo Ferreira,Senior Financial Advisor,"Wingate Wealth Advisors, Inc.",teo.ferreira@wingatewealthadvisors.com,,Salesforce
9612719,,Gabriel Song,,,bithashed+crypto@gmail.com,,List import
11013024,Inactive Investor,Eva Sarkes,,Deutsche Bank Securities Inc.,,,Salesforce
11163521,Inactive Investor,Devin Zotovich,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,devin_zotovich@vanguard.com,,Salesforce
9559972,,Jaime Ackles,,,jackles@financialengines.com,,List import
11095608,Inactive Investor,David Koch,Senior Wealth Advisor,Halbert Hargrove,dkoch@hhga.com,,Salesforce
9606762,,r r,,,r!@d.com,,List import
10771887,Inactive Investor,Farnaz Sharifian,Premier Banker,"Wells Fargo Clearing Services, LLC Newport Coast CA 21103 Newport Coast Dr",farnaz.sharifian@wellsfargoadvisors.com,,Salesforce
10786071,Inactive Investor,Kyle Sanford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kyle.sanford@fidelity.com,,Salesforce
10883565,Inactive Investor,Wallene Leek,,NYLIFE Securities LLC Nashville TN Private Residence,wtleek@ft.newyorklife.com,,Salesforce
9638485,,Cass Barnes,,,cbarnes@precisioncapital.com,,List import
10974976,Inactive Investor,Michelle Do,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,michelle.do.dr3b@statefarm.com,,Salesforce
11234039,Inactive Investor,Melyna Young,,"Private Client Services, LLC Taunton MA 35 Broadway",,,Salesforce
10931531,Inactive Investor,Jonathan Hair,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10752459,Inactive Investor,Damon Walker,Investment Advisor Representative,LPL Financial LLC Cedar Rapids IA 915 Bell Dr SW,damon.walker@lpl.com,,Salesforce
10772163,Inactive Investor,David Korostoff,Director;Senior Vice President,GMS Group Jersey City NJ 111 Town Square Pl,dkorostoff@gmsgroup.com,,Salesforce
10661928,,Anthony Cappell,,,tcappell@chicagoatlantic.com,,List Import
11095169,Inactive Investor,Lee Wolfe,Managing Director,"Stifel Independent Advisors, LLC Woodland Hills CA 20750 Ventura Blvd",wolfel@stifelindependence.com,,Salesforce
11180400,Inactive Investor,Lesley Yatskevich,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9635357,,Todd Hawthorne,,,thawthorne@boston-partners.com,,List import
9544117,,comail taabar,,,taabarcomail@gmail.com,,List import
11261573,,Margareta Digore,,,marga.digo@outlook.com,,Web Form Fillout
11091898,Inactive Investor,Tyler Messner,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,tyler.messner@jpmorgan.com,,Salesforce
11059831,Inactive Investor,Daniel Geehan,,"Independence Square Holdings, LLC Fort Worth TX 777 Main St",dgeehan@indsquare.com,,Salesforce
11176722,Inactive Investor,Bernard Schonfeld,Financial Advisor,Park Avenue Securities LLC Brooklyn NY 122 Ashland Pl,bernard_schonfeld@glic.com,,Salesforce
9608957,,Adam Ward,,,adambward@gmail.com,,List import
11073180,Inactive Investor,Ari Teplitz,Chief Compliance Officer;Co-Owner;Owner;Partner,"Teplitz Financial Group, LLC",ateplitz@teplitzfinancial.com,,Salesforce
218510,,Daniel Welch,,[Unknown],welch@frontier.com,,Direct
10944054,Inactive Investor,Michael Koehler,,"FBL Marketing Services, LLC Madison IN 1433 Clifty Dr",michael.koehler@fblfinancial.com,,Salesforce
9615065,,Adarsh S,,,adarsh.panikkar12@gmail.com,,List import
10937900,Inactive Investor,Christopher Rose,,"Equity Services, Inc. Tamarac FL Private Residence",christopher.rose@prudential.com,,Salesforce
10905815,Inactive Investor,Thomas Snyder,,LPL Financial LLC La Crosse WI 2715 Losey Blvd S,tom.snyder@lpl.com,,Salesforce
10883601,Inactive Investor,Steven Shannon,,The Huntington Investment Company Akron OH 3 Cascade Plz,steven.r.shannon@huntington.com,,Salesforce
11212608,Inactive Investor,Kami Solko,,Edward Jones Denton NE Private Residence,,,Salesforce
11035197,Inactive Investor,Tara Rambo,,Edward Jones Cedar Rapids IA 3150 E Ave NW,tara.rambo@edwardjones.com,,Salesforce
10846639,Inactive Investor,Michael Worthington,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Mill Valley CA 630 E Blithedale Ave,mike.worthington@jpmorgan.com,,Salesforce
10701269,,William Derry,,,william_d91335@yahoo.com,,Web Form Fillout
11196214,Inactive Investor,Barry Smith,,"Osaic Wealth, Inc. Pocatello ID 1414 E Center St",,,Salesforce
10810092,Inactive Investor,Gina Bolinske,Complex Risk Officer;Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,gina.bolinske@morganstanley.com,,Salesforce
11207585,Inactive Investor,Sarah Buonocore,,Morgan Stanley Newtown Square PA 3803 W Chester Pike,sarah.buonocore@morganstanley.com,,Salesforce
10860636,Inactive Investor,Brandon Bogardus,Financial Advisor,Edward Jones Clifton Park NY 21 Corporate Dr,brandon.bogardus@edwardjones.com,,Salesforce
9611158,,Patrick Mason,,,pmason@carolinaliving.com,,List import
11140272,Inactive Investor,John West,Branch Manager;Director;Portfolio Manager,Oppenheimer & Co. Inc. Hauppauge NY 888 Veterans Hwy,john.west@opco.com,,Salesforce
11095847,Inactive Investor,Daniel O'Doherty,Managing Partner,"Alera Investment Advisors, LLC Portland OR 1437 SW Columbia St",,,Salesforce
7073498,,Chris Smith,,,giparag688@luxeic.com,,Web Form Fillout
9540958,,Ken Auspaker,,,ken.auspaker@evercore.com,,List Import
9578860,,Matthew Wallack,,,matt@roundviewcapital.com,,List import
11189268,Inactive Investor,Timothy Minor,,Lincoln Investment Eatonton GA Private Residence,tminor@lincolninvestment.com,,Salesforce
10901306,Inactive Investor,Hector Siqueiros,Financial Advisor,"CUSO Financial Services, L.P. Hayward CA 24703 Amador St",,,Salesforce
10921041,Inactive Investor,Brent Sheppard,Financial Advisor,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",bsheppard@financialguide.com,,Salesforce
1004233,Inactive Investor,Rossi Clinton,,Rossi Clinton,rossi@pendletonstreetadvisors.com,,3rd Party Lead Gen
233526,, -,,[[Unknown]],omegaquantumceo@gmail.com,,
10939941,Inactive Investor,Danielle McCoy,,LPL Financial LLC Orlando FL 13705 International Dr S,danielle.mccoy@lpl.com,,Salesforce
10940308,Inactive Investor,Blake Beebe,,LPL Financial LLC Empire MI 11470 S Leelanau Hwy,blake.beebe@lpl.com,,Salesforce
11124803,Inactive Investor,Lee Gleeman,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",lee.gleeman@wellsfargoadvisors.com,,Salesforce
10927038,Inactive Investor,Robert Koekkoek,Financial Advisor,Lincoln Investment Muskegon MI 318 Houston Ave,rkoekkoek@lincolninvestment.com,,Salesforce
228343,, -,,[[Unknown]],jaaz4atan1@gmail.com,,
10922257,Inactive Investor,Mara Henico,,Cetera Advisors LLC Smithville OH 790 E Main St,,,Salesforce
9608783,,Krista -,,,kristaebersole@gmail.com,,List import
11231753,Inactive Investor,Jason Blanz,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",jason.blanz@wslife.com,,Salesforce
9549059,,Julian Breeden,,,julian.breeden@gmail.com,,List import
11065848,Inactive Investor,Richard Birdd,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",rbirdd@massmutual.com,,Salesforce
11218340,,Roy Dixon,,,roy.dixon@jpmorgan.com,,List Import
204992,,Charlotte brooks Brooks,,[Unknown],cbrooks650@aol.com,,
10788747,Inactive Investor,Dennis Martin,,Colliers Securities LLC Mitchell SD 721 W Havens Ave,dennis.martin@colliers.com,,Salesforce
10806288,Inactive Investor,Stacey Workman,Financial Advisor,Edward Jones Holland MI 246 S River Ave,stacey.workman@edwardjones.com,,Salesforce
11192839,Inactive Investor,James Sims,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",jamessims@financialguide.com,,Salesforce
10859816,Inactive Investor,Nahrain Markey,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,,,Salesforce
10880329,Inactive Investor,Jon Dayton,Client Advisor;Managing Director,"Raymond James & Associates, Inc. San Francisco CA 101 California St",jon.dayton@alexbrown.com,,Salesforce
10921554,Inactive Investor,Scott Fitzsimmons,,Cetera Advisor Networks LLC Fort Lauderdale FL 1250 S Pine Island Rd,,,Salesforce
10841914,Inactive Investor,Wendell De Arellano-Ortiz,,PFS Investments Inc. Atlanta GA 5555 Glenridge Connector,wendell.ramirezdearellano@primerica.com,,Salesforce
10953358,Inactive Investor,Michael Fioravanti,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",michael.fioravanti@53.com,,Salesforce
10861807,Inactive Investor,Jeremy Howard,Financial Advisor,Edward Jones Lebanon TN 1416 W Main St,jeremy.howard@edwardjones.com,,Salesforce
11100754,Inactive Investor,Denise Wooten,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside RI 3400 Pawtucket Ave",denise.wooten@ml.com,,Salesforce
11193203,Inactive Investor,Timothy Morley,,Fidelity Brokerage Services LLC,,,Salesforce
225925,, -,,[[Unknown]],drl82171@aol.com,,Initial Salesforce Import
11131692,Inactive Investor,Gina Inciong,,"Sorrento Pacific Financial, LLC Fremont CA 39199 Paseo Padre Pkwy",gina.inciong@mybd.com,,Salesforce
11209697,Inactive Investor,Joseph Seetoo,President;Senior Vice President;Wealth Advisor,Morton Wealth,,,Salesforce
11013184,Inactive Investor,Patricia Stoudt,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,pstoudt@primerica.com,,Salesforce
11094251,Inactive Investor,Samuel Light,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10904746,Inactive Investor,Cheryl Smith,,LPL Financial LLC Branford CT 1 S Main St,,,Salesforce
167349,,Damian Schmalz,,[Unknown],schmalz.da@gmail.com,,
10482072,,Chris Birch,,,chris.birch@outlook.co.nz,,Web Form Fillout
10793604,Inactive Investor,Steven Deriancho,,"Equitable Advisors, LLC Waverly PA 1207 N Abington Rd",steven.deriancho@equitable.com,,Salesforce
11054470,Inactive Investor,Glenn Gebo,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10858421,Inactive Investor,Michael Vanrhee,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,michael.vanrhee@primerica.com,,Salesforce
10800951,Inactive Investor,Douglas Meier,,State Farm VP Management Corp. New Castle IN 318 Parkview Dr,doug.meier.hzq9@statefarm.com,,Salesforce
11148905,Inactive Investor,Samson DeMoss,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Omaha NE 13305 Birch Dr",,,Salesforce
11208392,Inactive Investor,Ben Landry,,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,,,Salesforce
9852730,,Kien Tran,,,kientran1173@gmail.com,,Web Form Fillout
10810890,Inactive Investor,Robert Banasiak,Account Executive,Janney Montgomery Scott LLC Stuart FL 309 SE Osceola St,rbanasiak@janney.com,,Salesforce
160888,,Vern Toyoda,,[Unknown],squigmon@comcast.net,,Organic Search
9624759,,Brent DeVore,,,brent@devorefa.com,,List import
10896588,Inactive Investor,Anson Burke,,"Allstate Financial Services, LLC Massena NY 51 Stoughton Ave",ansonburke@allstate.com,,Salesforce
9544177,,Rhona Slomovic,,,rhonaslomovic@rigers.con,,List import
11137051,Inactive Investor,Brian Tusa,Financial Advisor,Edward Jones Paris TN 101 E Wood St,brian.tusa@edwardjones.com,,Salesforce
11139531,Inactive Investor,Jason Salvino,,Fidelity Brokerage Services LLC,jason.salvino@fmr.com,,Salesforce
11195071,Inactive Investor,Elizabeth Schroder,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",elizabeth.schroder@rbc.com,,Salesforce
9562952,,John Simmons,,,jsimmons@ofgltd.com,,List import
10645711,,Duane Summers,,,duane.summers@primerica.com,,List Import
10795527,Inactive Investor,Colleen Galushko,Financial Advisor;Financial Planner;Partner,MONECO Advisors,colleen@monecoadvisors.com,,Salesforce
223450,,Boon Tan,SVP,HCL,tanboonhien@gmail.com,,
9559516,,Angela Holland,,,aholland@advisorspreferred.com,,List import
10784114,Inactive Investor,Christian Reichmann,Financial Advisor,Edward Jones Montrose CO 221 Colorado Ave,chris.reichmann@edwardjones.com,,Salesforce
9615336,,d.r f,,,w@w.com,,List import
10930132,Inactive Investor,Thomas Lansing,,Cetera Financial Specialists LLC Burnt Hills NY 850 Saratoga Rd,tom.lansing@ceterafs.com,,Salesforce
10617392,,Robert McMahan,,,robert.t.mcmahan@jpmorgan.com,,List Import
9604686,,David Montague,,,katmac702@gmail.com,,List import
11113803,Inactive Investor,Lewis Stamey,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",lewis.stamey@valic.com,,Salesforce
11068151,Inactive Investor,James Neves,Financial Advisor,Edward Jones Athens GA 1895 Lexington Rd,james.neves@edwardjones.com,,Salesforce
11035473,Inactive Investor,Stephen Willcox,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
11204215,Inactive Investor,Holly Mayer,Financial Advisor;First Vice President,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,hmayer@jmsonline.com,,Salesforce
11045859,Inactive Investor,Douglas Kaufman,,"Osaic Wealth, Inc. Reading PA 1609 Lancaster Ave",,,Salesforce
10661653,,Peter Skoufis,,,pskoufis@skoufiscapital.com,,List Import
10966627,Inactive Investor,Nandita Payman,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",nandita.payman@schwab.com,,Salesforce
10872064,Inactive Investor,Michelle Huntley,Financial Advisor,Edward Jones Hendersonville NC 1303 7th Ave E,michelle.huntley@edwardjones.com,,Salesforce
11160445,Inactive Investor,David Davis,,Sigma Financial Corporation Lansing MI 4112 S Cedar St,,,Salesforce
11187058,Inactive Investor,Timothy Congleton,,"Kestra Investment Services, LLC Holly Springs NC 4928 Linksland Dr",,,Salesforce
11200663,Inactive Investor,Robert Sandler,Financial Advisor;President,"Robert A. Sandler, LLC",,,Salesforce
10900140,Inactive Investor,Douglas Heilman,Financial Advisor;Wealth Advisor,LPL Financial LLC Grand Rapids MI 1600 E Beltline Ave NE,douglas.heilman@lpl.com,,Salesforce
10934528,Inactive Investor,Brian Mock,,IP Financial Advisory Services LLC Peoria AZ 8251 W Thunderbird Rd,bmock@innovationpartnersllc.com,,Salesforce
9622524,,Jean Marcelo,,,jeanmarcelosuardialonso@gmail.com,,List import
10819539,Inactive Investor,David Spilkin,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
9555221,,Stacey Godwin,,,staceygodwin@montagwealth.com,,List import
10996281,Inactive Investor,Grant Palmer,Advisor,Waypoint Wealth Management,,,Salesforce
10869007,Inactive Investor,Amber Perry,,"Farmers Financial Solutions, LLC Tucson AZ 6041 E Grant Rd",,,Salesforce
11209061,Inactive Investor,Brent Rosen,Senior Vice President,"Alera Investment Advisors, LLC Chicago IL 200 W Monroe St",brent.rosen@aleragroup.com,,Salesforce
10762049,Inactive Investor,Sean O'Reilly,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",sean.oreilly@wellsfargoadvisors.com,,Salesforce
11011337,Inactive Investor,Kayla Bertram,,"Wells Fargo Advisors Financial Network, LLC Grand Rapids MN 816 S Pokegama Ave",kayla.m.bertram@wellsfargo.com,,Salesforce
211288,,Alexis Miller,Donor Engagement and Strategic Partnerships,Endaoment,alexis@endaoment.org,,Content
8518327,,Mehmet Ali Ilhan,,BDO,mehmetaliilhan@icloud.com,8585002975,Web Form Fillout
10804051,Inactive Investor,Ryan Schulte,Financial Advisor,Park Avenue Securities LLC Gilbert AZ 366 N Gilbert Rd,ryan_schulte@glic.com,,Salesforce
170765,,Eric Kang,,[Unknown],ekang.100@gmail.com,,Organic Search
11172034,Inactive Investor,Scott Tarnowicz,,"Mesirow Financial, Inc.",starnowicz@mesirowfinancial.com,,Salesforce
10946482,Inactive Investor,Ellis Keller,,J.P. Morgan Securities LLC New York NY 349 5th Ave,ellis.j.keller@chase.com,,Salesforce
10766156,Inactive Investor,Erik Chaikin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg VA 266 McLaws Cir",erik_chaikin@ml.com,,Salesforce
10787585,Inactive Investor,David Dantini,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,david.dantini@fidelity.com,,Salesforce
52070,,Fred Craig III,,United States,fredcraigiii@gmail.com,,source
11046719,Inactive Investor,Tazmin Brumell,,Morgan Stanley New York NY 55 E 52nd St,tazmin.brumell@morganstanley.com,,Salesforce
11260810,Inactive Investor,Morgan Elder,,J.P. Morgan Securities LLC Lansing MI 4530 W Saginaw Hwy,morgan.elder@jpmorgan.com,,Salesforce
11019569,Inactive Investor,Jonathan Derby,Managing Director;Senior Wealth Advisor,"The Colony Group, LLC Newton Center MA 7 Wells Ave",jderby@thecolonygroup.com,,Salesforce
85229,,Randi Monroe,,individual,randismith8844@aol.com,19408411571,
9560308,,Kevin Kjn,,,kevinkim8288@gmail.com,,List import
11178701,Inactive Investor,Gilma Espana,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11065446,Inactive Investor,William Wobbe,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,bwobbe@rwbaird.com,,Salesforce
9623974,,Walter Cavin,,,wscavin@gmail.com,,List import
27007,,John McCleary,"Chief Financial Officer, Chief Compliance Officer",Cooper Creek Partners Management Llc,jm@coopercreekpartners.com,1-646-291-2852,Manual List Upload
10951842,Inactive Investor,Xiaobei Li,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,alena.li@jpmorgan.com,,Salesforce
10901707,Inactive Investor,Jakub Gasiewski,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11044514,Inactive Investor,Gabriela Esteves,,J.P. Morgan Securities LLC,gabriela.c.esteves@jpmorgan.com,,Salesforce
9631009,,Lars Bertram,,,lebertram@web.de,,List import
10959088,Inactive Investor,Thomas Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11050317,Inactive Investor,Timothy Tuschinski,,Advocate Wealth Solutions,,,Salesforce
10771143,Inactive Investor,Sodiq Kaitow,Financial Advisor;Portfolio Manager,Morgan Stanley McLean VA 1650 Tysons Blvd,sodyk.khaitov@morganstanley.com,,Salesforce
10791927,Inactive Investor,Lorraine Lalicata,Senior Client Service Associate,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",lorraine.lalicata@raymondjames.com,,Salesforce
236859,, -,,[[Unknown]],sungyoon.p@gmail.com,,
342475,,Richard Condeelis,Wealth Manager,"Capstone Wealth Management Group, Llc",rcondeelis@capstone-wealth.com,888-587-7526,Manual List Upload
11187781,Inactive Investor,James Altman,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Belle Mead NJ Private Residence,james.altman@morganstanley.com,,Salesforce
10870408,Inactive Investor,Susan Vandermeer,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,svandermeer@gwnsecurities.com,,Salesforce
10905846,Inactive Investor,Rafael Benrey Grinberg,,Investment Placement Group,,,Salesforce
11086137,Inactive Investor,Todd Seesman,,"Allstate Financial Services, LLC Chelmsford MA 83 Parkhurst Rd",toddseesman@allstate.com,,Salesforce
9619210,,ljklsafk lsjf,,,salfkj@dl.co,,List import
10946293,Inactive Investor,Leonardo Couto,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
10788147,Inactive Investor,David Franks,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_franks@vanguard.com,,Salesforce
10763401,Inactive Investor,James Tollinger,Financial Advisor,"Pruco Securities, LLC. York PA 2200 S George St",jim.tollinger@prudential.com,,Salesforce
10936545,Inactive Investor,Heather Staples,Financial Advisor,Edward Jones Pocatello ID 1598 Delphic Way,heather.staples@edwardjones.com,,Salesforce
10968123,Inactive Investor,Christopher Repka,,LPL Financial LLC Columbia MO 3919 S Providence Rd,christopher.repka@lpl.com,,Salesforce
11234011,Inactive Investor,Lauren Matheu,,"Oakwood Capital Securities, Inc Jacksonville Beach FL 3010 3rd St S",,,Salesforce
10900673,Inactive Investor,Charles Lawless,Managing Director;Partner,Creative Planning Chicago IL 500 W Monroe St,charles.lawless@creativeplanning.com,,Salesforce
10970341,Inactive Investor,Rodrigo Garcia,,BNY Mellon Securities Corporation Lake Mary FL 600 Colonial Center Pkwy,rodrigo.garcia@bnymellon.com,,Salesforce
10873602,Inactive Investor,Sherald Hill,Financial Advisor,"Ameriprise Financial Services, LLC Bridgeport WV 170 Thompson Dr",sherald.hill@ampf.com,,Salesforce
10819271,Inactive Investor,Parrish Jenkins,Financial Advisor,Edward Jones Bonaire GA 104 Bluff Chase,parrish.jenkins@edwardjones.com,,Salesforce
11094039,Inactive Investor,Michelle Fowler,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9637356,,gouverneur ricky,,,gouverneurricky237jtm@gmail.com,,List import
10920649,Inactive Investor,Wendell Fuller,Chief Executive Officer;President,Fuller Wealth Advisors,wfuller@fulleradvisors.com,,Salesforce
11257815,,Nina Blankenship,,,nina@cryptotutors.com,,Web Form Fillout
35089,,Mark Richmond,Financial Advisor,"Securities America Advisors, Inc.",mark.richmond@securitiesamerica.com,937-608-8166,
10931411,Inactive Investor,Jason Craig,Chief Compliance Officer;Counsel;Senior Counsel,"ICONIQ Capital, LLC San Francisco CA 394 Pacific Ave",jcraig@iconiqcapital.com,,Salesforce
9541775,,Ted Liebowitz,,,ted.liebowitz@gmail.com,,List import
10918296,Inactive Investor,Shawn Overman,,"U.S. Bancorp Investments, Inc. Cincinnati OH 9545 Kenwood Rd",,,Salesforce
10611534,,Dominick Santoro,Financial Advisor,,dom.santoro@lpl.com,,List Import
11069633,Inactive Investor,Dan McPhail,,D.M. Kelly & Company,cmcphail@dmkc.com,,Salesforce
11081251,Inactive Investor,Everette Seay,Financial Professional,"MML Investors Services, LLC Jacksonville FL 6817 Southpoint Pkwy",eseay@financialguide.com,,Salesforce
11138915,Inactive Investor,Ellen Burkey,Financial Advisor,"Ameriprise Financial Services, LLC Clarks Summit PA 604 S State St",ellen.burkey@ampf.com,,Salesforce
11190846,Inactive Investor,Bradley Davis,Associate Vice President - Investments;Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Elkhart IN 230 N Main St",brad.davis@raymondjames.com,,Salesforce
10772539,Inactive Investor,Bruce Swanson,Member;President;Regulatory Contact,"Portfolio Design Services, LLC",bruce@pdsadvisers.com,,Salesforce
9582860,,sherrylaughlin3@gmail.com Laughlin,,,sherrylaughlin3@gmail.com,,List import
10956006,Inactive Investor,Bobbi Sisk,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
188279,,Brian Oliveira,,[Unknown],boliveira.jostens@yahoo.com,,source
11082490,Inactive Investor,Joshua Strouse,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9647180,,robbrel blair,,,mrkurtkobang@gmail.com,,List import
11122649,Inactive Investor,John McGinty,Financial Advisor,"Equitable Advisors, LLC Wellington FL Private Residence",john.mcginty@equitable.com,,Salesforce
11082260,Inactive Investor,Russell Anwar,Associate,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,,,Salesforce
10851510,Inactive Investor,Matthew Walston,Managing Member,"Strategic Financial, LLC",matthew@strategicfinancialadv.com,,Salesforce
10932025,Inactive Investor,Ken Bigler,,Morgan Stanley Sandy UT 200 W Civic Center Dr,ken.bigler@morganstanley.com,,Salesforce
10947545,Inactive Investor,Heath Cato,Field Supervision Officer,Edward Jones Barnhart MO Private Residence,heath.cato@edwardjones.com,,Salesforce
9647677,,ANNE RUTTER,,,annearutter@aol.com,,List import
10767129,Inactive Investor,Jeffrey West,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",jeffrey.west@wellsfargoadvisors.com,,Salesforce
10619982,,Jim Draths,,,jdraths@lakeforestbank.com,,List Import
11207195,Inactive Investor,Andrew Wagner,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Wagner Road Capital Management, LLC Saint Paul MN Private Residence",andrew@wagnerroadcm.com,,Salesforce
10962704,Inactive Investor,Joseph Bence,Associate,Edward Jones Newnan GA 32 Hospital Rd,joe.bence@edwardjones.com,,Salesforce
10951490,Inactive Investor,James Fountain,,Kovack Securities Inc. Moultrie GA 15 5th St SE,jmfountain@ksifa.com,,Salesforce
234604,, -,,[[Unknown]],jtimm146@gmail.com,,Organic Search
11126929,Inactive Investor,Thomas Papandreou,,"Hantz Financial Services, Inc. Romeo MI 125 W Lafayette St",thomas.papandreou@hantzgroup.com,,Salesforce
8887735,,Patrick Olet,,,patrickolet08@gmail.com,,Web Form Fillout
10612257,,Edward Zapson,Financial Advisor,,stephanie.defibaugh@edwardjones.com,,List Import
11049292,Inactive Investor,Alexandra Harris,Client Service Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,alexandra.harris@ubs.com,,Salesforce
11047208,Inactive Investor,Jack Woodward,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Houston TX 2800 Post Oak Blvd,jack.woodward@morganstanley.com,,Salesforce
142551,,Teresa Greenip,,"Aspiriant, Llc",tgreenip@aspiriant.com,,
11153445,Inactive Investor,Daniel Moyers,,"Cambridge Investment Research, Inc. Prospect KY Private Residence",,,Salesforce
11118695,Inactive Investor,Oscar Vallejo,,NYLIFE Securities LLC Woodmere NY Private Residence,ovallejo@ft.newyorklife.com,,Salesforce
9591344,,Dylan Richards,,,dylan@richardsfo.com,,List import
10662350,,Gregory Johnson,,,gregjohnson@investpwm.com,,List Import
10644749,,John Kanappilly,,,jkanappilly@regalsecurities.com,,List Import
10965774,Inactive Investor,Alice Johnson,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
11098933,Inactive Investor,Stephen Feinberg,Shareholder,"Greycourt & Co., Inc.",,,Salesforce
11099586,Inactive Investor,Arthur Athanas,Co-Founder;Manager;President,LSF Capital LLC Fort Lauderdale FL 5300 NW 33rd Ave,,,Salesforce
10940475,Inactive Investor,Jessica Reber,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
11184040,Inactive Investor,Lawrence Dibona,,PFS Investments Inc. Watertown MA 142 Galen St,ldibona@primerica.com,,Salesforce
10616865,,Julie Rush,,,julie.rush@jpmorgan.com,,List Import
10952045,Inactive Investor,Joseph Perry,,"American Portfolios Financial Services, Inc. Fort Wayne IN 11130 Coldwater Rd",jperry@americanportfolios.com,,Salesforce
10958138,Inactive Investor,Victoria Berzins,Investment Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO 7001 E Belleview Ave",,,Salesforce
11038777,Inactive Investor,Kellie Rech,Chief Compliance Officer;Compliance Manager,MWA Financial Services Inc.,kellie.m.rech@mwarep.org,,Salesforce
10645676,,Patrick Hayes,,,patrick.hayes@aon.com,,List Import
10866868,Inactive Investor,Weldon Collins,,State Farm VP Management Corp. Lakewood WA 7602 Bridgeport Way W,,,Salesforce
10908589,Inactive Investor,Janet Froyen,,"Lion Street Financial, LLC Lake Worth FL 6415 Lake Worth Rd",jfroyen@lionstreet.com,,Salesforce
10865978,Inactive Investor,Antoinette Chaffin,Senior Client Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,toni.chaffin@ubs.com,,Salesforce
10618440,,Chadwick Noyes,,,cnoyes@financialguide.com,,List Import
10973171,Inactive Investor,Danielle George,,"Bankers Life Securities, Inc. Bellevue WA 3055 112th Ave NE",danielle.george@bankerslife.com,,Salesforce
11042105,Inactive Investor,Robert Godin,Relationship Manager,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",robert.godin@schwab.com,,Salesforce
10933771,Inactive Investor,Steven Milbourn,Financial Advisor,The Wealth Consulting Group Newbury Park CA 3541 Old Conejo Rd,smilbourn@wealthcg.com,,Salesforce
9557848,,golosa loasa,,,iqgjbrtnp@karenkey.com,,List import
11121603,Inactive Investor,Flavio Rodrigues Alves Neto,,Citigroup Global Markets Inc.,,,Salesforce
220579,,Onanong Chantrasa,,[Unknown],aoichantrasa@gmail.com,,Direct
11233836,Inactive Investor,Julia Yan Hui Li,,"Transamerica Financial Advisors, Inc Waltham MA 75 3rd Ave",,,Salesforce
370801,,Brian Gray,,United States,brian_graydo@yahoo.com,,Salesforce
11221965,,Michelle Decaire,,,michelle.decaire@coldstream.com,,List Import
11187943,Inactive Investor,Thomas Olesen,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11036391,Inactive Investor,Coleman Robbins,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10761845,Inactive Investor,Joseph Burgess,Assistant Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,joseph.burgess@morganstanley.com,,Salesforce
10937803,Inactive Investor,William Stuckart,,Cetera Advisor Networks LLC Bluffton SC 12 Palmetto Way,,,Salesforce
11076645,Inactive Investor,Jacob Wiskerchen,Financial Advisor,Edward Jones Fort Collins CO 1730 S College Ave,jacob.wiskerchen@edwardjones.com,,Salesforce
11181664,Inactive Investor,Patrick Doherty,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,patrick.doherty@fidelity.com,,Salesforce
10794894,Inactive Investor,Wallace Barrett-Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Charlottesville VA 908 E Jefferson St",wallace.d.barrett-johnson@ampf.com,,Salesforce
10587785,,Danny Pennington,,,dannypennington2@icloud.com,8656174500,Web Form Fillout
10804095,Inactive Investor,Paul Wheeler,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",paul.k.wheeler@ampf.com,,Salesforce
11110573,Inactive Investor,Christen Wang,,Bolton Global Capital Bethesda MD Private Residence,,,Salesforce
11198143,Inactive Investor,Amanda Williams,,"J.W. Cole Financial, Inc. Pittsford NY 179 Sullys Trl",,,Salesforce
10808233,Inactive Investor,Paul Wong,,"LaSalle St Securities, L.L.C. Westwood MA 20 Park Cir",pwong@lasallest.com,,Salesforce
11123124,Inactive Investor,James Papas,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. San Diego CA 530 B St",james.papas@usbank.com,,Salesforce
9570412,,Smriti Sharma,,,osokyootie@hotmail.com,,List import
231333,, -,,[[Unknown]],adela.jaucova@email.cz,,Organic Search
11029158,Inactive Investor,Rachel Pierson,,Cetera Financial Specialists LLC Hemet CA 805 E Florida Ave,rachel.pierson@ceterafs.com,,Salesforce
11117052,Inactive Investor,Susan Pattridge,Registered Client Service Associate,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,susan.rubens@ubs.com,,Salesforce
11192588,Inactive Investor,Andrew Flattery,Financial Advisor;Owner;President,Simple Wealth Planning LLC North Kansas City MO 1520 Clay St,andy@simplewealthkc.com,,Salesforce
11037060,Inactive Investor,Kenneth Lahners,,Park Avenue Securities LLC,,,Salesforce
10922632,Inactive Investor,Andrew Hale,Financial Advisor,LPL Financial LLC Meridian ID 413 SW 5th Ave,andrew.hale@lpl.com,,Salesforce
10945716,Inactive Investor,Josh Ackerman,Chief Compliance Officer;Financial Advisor;Managing Member,Context Financial LLC,josh@contextfinancial.com,,Salesforce
11065751,Inactive Investor,Amado Flores,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10604187,,Andrew Tran,wealth management associate,"Avantax Investment Services, Inc.",andrew@tywladvisors.com,972-870-6000,List Import
9558266,,nhu bich,,,bnhu1111102@gmail.com,,List import
10646016,,Justin May,,,jmay@lincolninternational.com,,List Import
351409,,Emma Park,Senior Associate,"Carousel Capital Management Company, L.p.",epark@carouselcapital.com,704-372-2040,Manual List Upload
10789467,Inactive Investor,Traci Shughart,,"Cambridge Investment Research, Inc. Lemoyne PA 1011 Mumma Rd",,,Salesforce
11138560,Inactive Investor,Bailey Hartrich,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",bailey.hartrich@prudential.com,,Salesforce
11068038,Inactive Investor,Kathryn Woodham,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dothan AL 256 Honeysuckle Rd",k.woodham@wfafinet.com,,Salesforce
10782546,Inactive Investor,Julie Marks,Financial Consultant,"Charles Schwab & Co., Inc. Freehold NJ 3425 US Hwy 9",julie.marks@schwab.com,,Salesforce
11179453,Inactive Investor,Kenneth Ndungu,,Morgan Stanley Middleton MA 35 Village Rd,kenneth.ndungu@morganstanley.com,,Salesforce
10935264,Inactive Investor,Nancy Boyd,,PFS Investments Inc. Henderson NV 1489 W Warm Springs Rd,,,Salesforce
11114090,Inactive Investor,Joshua Wintersdorf,,"Cambridge Investment Research, Inc. Clermont FL 510 W Montrose St",,,Salesforce
10835872,Inactive Investor,Brenda Cook,Financial Advisor,Edward Jones Minot ND 1015 S Broadway,brenda.cook@edwardjones.com,,Salesforce
11039223,Inactive Investor,Michael Cusick,Service Advisor,"Northwestern Mutual Investment Services, LLC Sewickley PA 419 Walnut St",michael.cusick@nm.com,,Salesforce
11190117,Inactive Investor,Nicole Bartel,,Copper Financial,,,Salesforce
10865501,Inactive Investor,Jean-Pierre Green,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",jp.green@bofa.com,,Salesforce
11233081,Inactive Investor,Kristopher Yates,,"Empower Financial Services, Inc",kristopher.yates@empower.com,,Salesforce
347600,,David Petersen,Founding Partner,Financial Services Advisory,dave@fsainvest.com,301-949-7300,Manual List Upload
10791137,Inactive Investor,Catherine Giovannetti,,J.P. Morgan Securities LLC New York NY 277 Park Ave,catherine.giovannetti@jpmorgan.com,,Salesforce
203525,,Rafael Bracca,,Venezuela,rgbracca@gmail.com,,
10822801,Inactive Investor,Bryant Wolfson,Vice President - Alternative Investments,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
348641,,Michael O'Neill,Senior Wealth Advisor,Mariner Wealth Advisors,michael.oneill@marinerwealthadvisors.com,913-387-2770,
11011173,Inactive Investor,Gregory Pryor,,J.P. Morgan Securities LLC Baltimore MD 1401 Fleet St,gregory.pryor@jpmorgan.com,,Salesforce
10928135,Inactive Investor,Christopher Park,Managing Member,"Belwood Capital Management, LLC",,,Salesforce
10858562,Inactive Investor,Jeffrey Wu,Financial Advisor;Managing Member;Managing Partner;Regulatory Contact;Wealth Advisor,"Red Crane Wealth Management, LLC",jeff@redcranewealth.com,,Salesforce
11198806,Inactive Investor,Susan Beavers,Member;Principal,C & J Wealth Advisors Oak Ridge TN 575 Oak Ridge Tpke,,,Salesforce
10921461,Inactive Investor,Dianne Riley,,PFS Investments Inc. Statesboro GA 520A W Parrish St,dianne.riley@primerica.com,,Salesforce
9544853,,jeju Noah,,,jejunoah@gmail.com,,List import
11036055,Inactive Investor,Robert Griffey,,"Allstate Financial Services, LLC Toledo OH 6049 Renaissance Pl",robertgriffey@allstate.com,,Salesforce
197285,,Seth Wunder,CIO,Acorns,swunder@acorns.com,,
9615003,,m cook,,,fortasse@protonmail.ch,,List import
9602967,,Alireza Abedinasl,,,alirezaabedinasl82@gmail.com,,List import
10857917,Inactive Investor,Nathan Williams,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10827431,Inactive Investor,James McPherson,Financial Advisor,Edward Jones Sterling IL 316 1st Ave,jim.mcpherson@edwardjones.com,,Salesforce
11090117,Inactive Investor,Robert Schluben,,"Empower Financial Services, Inc Edmond OK Private Residence",robert.schluben@empower.com,,Salesforce
11189123,Inactive Investor,Rock Mirich,Financial Advisor,"Equitable Advisors, LLC Las Vegas NV Private Residence",rock.mirich@equitable.com,,Salesforce
10614881,,Christopher Parisi,"Family Wealth Advisor, Financial Advisor, Financial Planning Specialist, Senior Vice President",,christopher.parisi@morganstanley.com,,List Import
9551611,,Christopher Falletti,,,cafalletti@ft.newyorklife.com,,List import
11053546,Inactive Investor,Anthony Chen,Managing Member,"ALC Capital Management, LLC",,,Salesforce
10819934,Inactive Investor,Barbara Muza,Financial Advisor,Lincoln Investment Sewickley PA 1606 Carmody Ct,bmuza@lincolninvestment.com,,Salesforce
11070813,Inactive Investor,Jenna Rudle,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",jenna.rudle@nm.com,,Salesforce
11176256,Inactive Investor,Ying Mei Mei,,J.P. Morgan Securities LLC New York NY 176 Canal St,yingmei.mei@chase.com,,Salesforce
10929809,Inactive Investor,Cecil Deas,Financial Advisor,"Pruco Securities, LLC. Birmingham AL 1800 International Park Dr",cecil.deas@prudential.com,,Salesforce
10988699,Inactive Investor,Michael Shaw,,MWA Financial Services Inc. Bowie TX 116 W Wise St,m.brent.shaw@mwarep.org,,Salesforce
11180175,Inactive Investor,Yousaf Zamanudin,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",yousaf.zamanudin@ml.com,,Salesforce
10604543,,Kate Nohre,Portfolio Manager,US Bank,katherine.nohre@usbank.com,612-655-7702,List Import
7393033,,MD jober rain Mastakim rain,,,mdjoberrainm@gmail.com,,Web Form Fillout
9589313,,Jay Dee,,,v3rnz007@gmail.com,,List import
9547581,,Natalie Perdomo,,,natalie.perdomo@hightoweradvisors.com,,List import
10807080,Inactive Investor,Noelle Oh,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,noelle.oh@ubs.com,,Salesforce
11081524,Inactive Investor,Laura Kuhnert,,"Private Client Services, LLC Wausau WI 210 N 17th Ave",,,Salesforce
9628908,,Mark Chu,,,405581533@qq.com,,List import
11107557,Inactive Investor,Floyd Vasher,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,floyd.vasher@primerica.com,,Salesforce
11011155,Inactive Investor,Nathalie Edeen,Financial Advisor,"Hornor, Townsend & Kent, LLC North Haven CT 12 Elm St",nedeen@htk.com,,Salesforce
9603747,,Inatra Dingmod,,,cyriaque2m@gmail.com,,List import
11229208,Inactive Investor,Daniel Romano,Team Manager;Vice President,"Fifth Third Securities, Inc. Strongsville OH 16046 Pearl Rd",,,Salesforce
10764067,Inactive Investor,Jonathan Breit,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",jonathan.breit@nm.com,,Salesforce
10821638,Inactive Investor,Charles Hamilton,,Cetera Advisor Networks LLC Bellevue WA 11911 NE 1st St,hamiltonc@ceteranetworks.com,,Salesforce
10926161,Inactive Investor,Brian Kozak,,The AmeriFlex Group Columbus NE 2716 13th St,,,Salesforce
9634951,,Joseph Applewhite,,,joseph@cainwatters.com,,List import
9589748,,abdijabar mohamed aden,,,abdijabar01@gmail.com,,List import
10947018,Inactive Investor,Robert Powell,,"Raymond James Financial Services, Inc. Modesto CA 1101 Sylvan Ave",robert.powell@raymondjames.com,,Salesforce
10905665,Inactive Investor,Veronica Vazquez,,PFS Investments Inc. Wichita KS 515 S Main St,veronicavazquez@primerica.com,,Salesforce
9615293,,Avery Belka,,,avery.belka@sf.frb.org,,List import
11060120,Inactive Investor,Dennis Grier,Officer,"CSA Financial Management, Inc.",,,Salesforce
11188364,Inactive Investor,Tiana Delvalle,,J.P. Morgan Securities LLC Bronxville NY 132 Pkwy Rd,tiana.delvalle@jpmorgan.com,,Salesforce
10914357,Inactive Investor,Brooke Carino,,The Huntington Investment Company Mentor OH 7800 Reynolds Rd,brooke.carino@huntington.com,,Salesforce
10818396,Inactive Investor,Thomas Zinckgraf,Registered Principal,LPL Financial LLC Morristown NJ 20 Community Pl,tom.zinckgraf@lpl.com,,Salesforce
11035582,Inactive Investor,Hanna Degen,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",hanna.degen@raymondjames.com,,Salesforce
10908712,Inactive Investor,Eldred Smith,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,eldred.smith@primerica.com,,Salesforce
1003344,Inactive Investor,Charles Myers,,Signum Global,charles@signumglobal.com,,3rd Party Lead Gen
10966654,Inactive Investor,Richard Stevenson,,"WesBanco Securities, Inc. Clarksburg WV 140 W Main St",,,Salesforce
10617529,,Michelle Froeschle,,,mgreco@williamblair.com,,List Import
72701,,Norman Lindahl,Chief Executive Officer,Lindahl & Mansager Inc,nlindahl@neo.rr.com,330-665-0655,Manual List Upload
10771223,Inactive Investor,Thomas Curti,Co-Founder;Financial Advisor;Managing Member,"Wealth Dimensions Group, Ltd.",tcurti@wealthdimensions.com,,Salesforce
10770924,Inactive Investor,Wendy Holmes,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,wendy.holmes@ubs.com,,Salesforce
10778617,Inactive Investor,Michael Matty,Director;Manager;President;Regulatory Contact;Secretary,St. Germain Investment Management Springfield MA 1500 Main St,,,Salesforce
11159558,Inactive Investor,Karen Wintering,,"Truist Investment Services, Inc. Canton GA 3279 E Cherokee Dr",karen.wintering@truist.com,,Salesforce
11235342,Inactive Investor,Nicholas Balante,Financial Advisor;Investment Advisor Representative,"WestPoint Wealth Management, LLC",,,Salesforce
333798,,Louis Ottati,Financial Planner,"Shapiro Financial Security Group, Inc.",lottati@shapirofsg.com,732-739-8991,Manual List Upload
9562076,,Julian Vargas,,,julian@outlook.lv,,List import
10886376,Inactive Investor,Matthew Hartung,Senior Client Associate,"Wells Fargo Clearing Services, LLC La Crosse WI 2 Copeland Ave",,,Salesforce
10867534,Inactive Investor,Jennifer Sailors,,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",jennifer.sailors@tiaa.org,,Salesforce
10911521,Inactive Investor,Willi Reif,,Cetera Advisor Networks LLC Reading PA Private Residence,,,Salesforce
11108794,Inactive Investor,Blake Hahn,Investment Advisor Representative,Fortis Group Advisors LLC Mankato MN 1650 Madison Ave,,,Salesforce
9580758,,joseph moore,,,joseph.moor24@gmail.com,,List import
9571119,,John Addis,,,john@fourworldcapital.com,,List import
353185,,Brian Newman,Portfolio Manager,Ventas Life Science and Healthcare Real Estate Fund,bnewman@ceresllc.com,,Event
334672,,Barry Wittlin,Vice Chairman,New Vernon Capital,bwittlin@new-vernon.com,201-793-0570,Manual List Upload
11102058,Inactive Investor,Maria Delre,Financial Advisor,"Osaic Wealth, Inc. Orland Park IL 15341 S 94th Ave",,,Salesforce
10984207,Inactive Investor,Davis Hoyt,,"Geneos Wealth Management, Inc. Flagstaff AZ 809 W Riordan Rd",,,Salesforce
10932668,Inactive Investor,Austin Lane,,Cetera Advisor Networks LLC Helotes TX 14751 Old Bandera Rd,,,Salesforce
10948954,Inactive Investor,Matthew Walton,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,matthew.walton@fidelity.com,,Salesforce
11110973,Inactive Investor,Timothy Sykes,Investment Advisor,Oak Root LLC,,,Salesforce
10984707,Inactive Investor,Matthew Nordahl,Managing Director,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,matthew.nordahl@jpmorgan.com,,Salesforce
9642528,,Miles Gordon,,,aangylz@yahoo.com,,List import
11084361,Inactive Investor,Matt Sherman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
10759219,Inactive Investor,Thomas Kuchel,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.kuchel@fidelity.com,,Salesforce
10815863,Inactive Investor,Richard Wonka,,Cetera Advisor Networks LLC Buffalo WY 112 W Angus St,wonkar@ceteranetworks.com,,Salesforce
9597767,,Deborah Novatney,,,dnovatney@wealthenhancement.com,,List import
9584498,,Matthew Shuman,,,matthew.shuman@fmr.com,,List import
373706,,kao saechao,,[Unknown],kao.saechao1@gmail.com,,source
11222661,,Peter Cleven,,,pcleven@lafisesecurities.com,,List Import
10910446,Inactive Investor,Bradley Cole,Private Client Advisor,J.P. Morgan Securities LLC Indianapolis IN 7120 Emblem Dr,bradley.k.cole@jpmorgan.com,,Salesforce
11038267,Inactive Investor,Lenore Dunlop,Financial Advisor;Financial Planning Specialist,Morgan Stanley Coral Springs FL 2825 N University Dr,,,Salesforce
239915,,Christine Brill,,[Unknown],christine.brill@wtas.com,202-862-9000,Database Upload
9587455,,Jennette Schlinke,,,jennette.schlinke@kestrafinancial.com,,List import
10842666,Inactive Investor,Ben Hewitt Hewitt,Financial Advisor,Edward Jones Arvada CO 5990 Kipling St,ben.hewitt@edwardjones.com,,Salesforce
10761799,Inactive Investor,Kellie Ward,,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",kward@stifel.com,,Salesforce
11058196,Inactive Investor,Richard Pavek,,PFS Investments Inc. Tempe AZ 2245 W University Dr,richard.pavek@primerica.com,,Salesforce
10838491,Inactive Investor,Karen Overcash,,J.P. Morgan Securities LLC Batavia IL 5 N Randall Rd,karen.e.overcash@jpmorgan.com,,Salesforce
10647973,,Darci Crawford,,,darci.crawford@fmr.com,,List Import
10976246,Inactive Investor,Karan Gupta,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10656173,,Jeffrey Seiberlich,,,jseiberlich@lasalle-st.com,,List import
238980,,John Roedel,,United States,jfroedel@yahoo.com,,
9551727,,Kevin Niemeier,,,kevin.niemeier@53.com,,List import
10883908,Inactive Investor,Anhar Farag,Director - Alternative Investments;Financial Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,anna.farag@morganstanley.com,,Salesforce
11160446,Inactive Investor,Huong Ngo,,Sigma Financial Corporation,,,Salesforce
10995734,Inactive Investor,Nicholas Cavanaugh,Investment Analyst,"Roble, Belko and Company, Inc.",ncavanaugh@roblebelko.com,,Salesforce
9628372,,James de Oliveira,,,james@xponentialtech.com,,List import
10613372,,Amelia Prounis,"Senior Financial Advisor, Senior Vice President - Wealth Management",,amelia_e_prounis@ml.com,,List Import
10898340,Inactive Investor,Liam Butler,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,liam.butler@ubs.com,,Salesforce
11158133,Inactive Investor,Adrian Vancamper,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Berkeley CA 1995 University Ave",adrian.vancamper@schwab.com,,Salesforce
11054511,Inactive Investor,David Arrington,,Fidelity Brokerage Services LLC,david.arrington@fidelity.com,,Salesforce
11154975,Inactive Investor,Kellie Raasch,Registered Administrative Associate,LPL Financial LLC Dublin CA Private Residence,,,Salesforce
11033784,Inactive Investor,Patricia Bendana,,"Allstate Financial Services, LLC Metairie LA 117 Clearview Pkwy",patriciabendana@allstate.com,,Salesforce
10924008,Inactive Investor,Joseph Gau,Senior Investment Advisor,Fairport Asset Management Corp,,,Salesforce
335131,,Mark Adams,Assistant Portfolio Manager,Warrington Asset Management Llc,mark@warringtonasset.com,214-230-2100,Manual List Upload
11083008,Inactive Investor,Daniel Milligan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,daniel.milligan@fidelity.com,,Salesforce
11219885,,Adam Blumenstein,,,adam@grovestreet.com,,Other
11150884,Inactive Investor,Mark Mekler,Senior Vice President - Investments,"Raymond James & Associates, Inc. Minneapolis MN 60 S 6th St",,,Salesforce
9627892,,Lucky Wilson,,,luckywilson87@gmail.com,,List import
9589254,,Nigel Morris,,,recentworks@hotmail.com,,List import
9617706,,Richard Witmer,,,rick.witmer@bbh.com,,List import
10810581,Inactive Investor,Leon Schenker,President,"Thames Asset Management, Inc Hackensack NJ 411 Hackensack Ave",,,Salesforce
10828638,Inactive Investor,Christina Livecchi,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",christina.livecchi@wellsfargoadvisors.com,,Salesforce
10878878,Inactive Investor,Betsy Vallone,Investment Advisor,Bay Colony Advisors Norwell MA 167 Washington St,,,Salesforce
11044281,Inactive Investor,Robert Keane,Associate;Client Service Associate,Morgan Stanley Boston MA 28 State St,bobby.keane@morganstanley.com,,Salesforce
10875893,Inactive Investor,Jeremy O'Connell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10995846,Inactive Investor,Gyamfi Kwarteng,,"Wells Fargo Clearing Services, LLC Hockessin DE 7270 Lancaster Pike",,,Salesforce
10870622,Inactive Investor,Aysenaz Crewse,Senior Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10923765,Inactive Investor,Alicia Crafts,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,alicia.babicz@fmr.com,,Salesforce
11204273,Inactive Investor,Lara Johnston,Chief Compliance Officer,"Tax Efficient Asset Management Solution, Inc.",,,Salesforce
11138624,Inactive Investor,Alexander Baer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",alex.baer@ml.com,,Salesforce
10895041,Inactive Investor,Dana Vutera,,"Cambridge Investment Research, Inc. Baton Rouge LA 115 E Greens Dr",,,Salesforce
9647780,,Deb Buckler,,,deborah_g_buckler@gmail.com,,List import
7067261,,Diane Belanger,,,dcbelanger55@gmail.com,,Web Form Fillout
9592278,,Michelle Smith,,,345michellesmith+1@gmail.com,,List import
218511,,Kunal Patel,,[Unknown],mrkunalpatel@icloud.com,,
10782779,Inactive Investor,Gregory Kaiser,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",gregory.kaiser@schwab.com,,Salesforce
11169527,Inactive Investor,Joseph Castro-Mejia,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11142781,Inactive Investor,Silvestro Rubino,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9550513,,Shobhit Maini,,,shobhit.maini@citi.com,,List import
10975113,Inactive Investor,Logwone Mitz,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,lmitz@ft.newyorklife.com,,Salesforce
10645544,,Paul Natale,,,natale.paul@ntrs.com,,List Import
10852958,Inactive Investor,William Murray,,Cary Street Partners Fredericksburg VA 1000 Winchester St,lmurray@carystreetpartners.com,,Salesforce
10928673,Inactive Investor,Mitchell Parker,,LPL Financial LLC Indianapolis IN 900 E 96th St,mitchell.parker@lpl.com,,Salesforce
10826578,Inactive Investor,Wilber Geiger,,"Wells Fargo Clearing Services, LLC Bradenton FL 8410 Market St",wilber.d.geiger@wellsfargo.com,,Salesforce
9645749,,edward latimer,,,latimer.gary@gmail.com,,List import
9625830,,nassim Khamissi,,,nassimkhamissi22@yahoo.com,,List import
11092590,Inactive Investor,Joshua Posante,,J.P. Morgan Securities LLC Beachwood OH 22801 Chagrin Blvd,,,Salesforce
11023538,Inactive Investor,Kelly Catano,,"Amerant Investments, Inc.",,,Salesforce
10915590,Inactive Investor,Raymond Loeser,Financial Advisor,Edward Jones Avon OH 34970 Detroit Rd,raymond.loeser@edwardjones.com,,Salesforce
11156182,Inactive Investor,Paul Goudy,Vice President,"Ameriprise Financial Services, LLC Littleton CO 10901 W Toller Dr",paul.goudy@ampf.com,,Salesforce
11030806,Inactive Investor,John Towers,Financial Advisor,"Ameriprise Financial Services, LLC Bedford TX 1608 Airport Fwy",nathan.towers@ampf.com,,Salesforce
170777,,Carlos Rivera,,[Unknown],crivera@vectorglobalwmg.com,,
230295,, -,,[[Unknown]],acarney@walleyecapital.com,,Organic Search
11044802,Inactive Investor,Amanda Flores-Perez,,PFS Investments Inc. Conroe TX 1135 Grand Central Pkwy,aflores-perez@primerica.com,,Salesforce
10954535,Inactive Investor,Eva Kalir,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
228817,, -,,[[Unknown]],dasaritriveda@gmail.com,,Organic Search
11200604,Inactive Investor,Kelly Cobb,Executive Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
9647642,,Arturo de Cardenas,,,arturo.decardenas@gmail.com,,List import
10812492,Inactive Investor,John Oberg,Financial Advisor,Morgan Stanley Tyler TX 909 E Southeast Loop 323,john.oberg@morganstanley.com,,Salesforce
9599077,,William Merriman,,,wmerriman@granitestatecap.com,,List import
10826891,Inactive Investor,Paul Modafferi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sparta NJ 13 Main St",paul.modafferi@ml.com,,Salesforce
11107687,Inactive Investor,Tracy Johnston,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Pittsburgh PA 1001 Liberty Ave",,,Salesforce
10781393,Inactive Investor,Dominic Collamati,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,dominic.collamati@fidelity.com,,Salesforce
10937170,Inactive Investor,Lawrence Moskowitz,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,lawrence_moskowitz@glic.com,,Salesforce
9612541,,John Tompkins,,,john.tompkins@tyvor.com,,List import
11039837,Inactive Investor,Daniel Worthington,Financial Advisor,GWN Securities Inc. Orinda CA 13 El Camino Moraga,dworthington@gwnsecurities.com,,Salesforce
10911512,Inactive Investor,Brittany Mccoy,Wealth Associate,LPL Financial LLC Raleigh NC 3700 Glenwood Ave,brittany.mccoy@lpl.com,,Salesforce
344274,,Jane Dumas,,[Unknown],jane@trustedresources.live,,
208857,,William Wadsworth,"Chief Compliance Officer, General Partner, Partner",PTS Asset Management,wfw@ptsmanagement.com,203-234-9499,
9607981,,Thomas Rooke,,,twrooke@gmail.com,,List import
11180471,Inactive Investor,Nathan Gminder,,"W&S Brokerage Services, Inc. Wilmington NC 1838 Sir Tyler Dr",nathan.gminder@wslife.com,,Salesforce
9542618,,zema ???????????,,,zema7@bk.ru,,List import
10976322,Inactive Investor,Connor Wiesner,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
11036435,Inactive Investor,Jessica Santibanez,,"Allstate Financial Services, LLC Toledo OH 1855 S Reynolds Rd",jessicahernandez@allstate.com,,Salesforce
11078031,Inactive Investor,Brian Yurovich,Financial Advisor,Edward Jones Lexington MA 442 Marrett Rd,brian.yurovich@edwardjones.com,,Salesforce
9577432,,James Covington,,,jcovington@massmutual.com,,List import
9564141,,Dustin nesje -,,,dnesje1994@gmail.com,,List import
11081749,Inactive Investor,Philip Smith,,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",,,Salesforce
10772471,Inactive Investor,Joshua Sapp,Financial Advisor,Edward Jones Papillion NE 10791 S 72nd St,joshua.sapp@edwardjones.com,,Salesforce
10618438,,Bryan Zic,,,bzic@financialguide.com,,List Import
227688,, -,,[Unknown],cfgruber12@gmail.com,,
11186790,Inactive Investor,Jason Wickstrom,,PFS Investments Inc. Escondido CA 940 E Valley Pkwy,jwickstrom@primerica.com,,Salesforce
10810485,Inactive Investor,Martin Moore,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",martin.moore@ampf.com,,Salesforce
10780837,Inactive Investor,Fuad Hageb,Chief Compliance Officer,Vanderbilt Avenue Asset Management LLC New York NY 410 Park Ave,fhageb@vaamllc.com,,Salesforce
10898574,Inactive Investor,Jason Collichio,,"Landolt Securities, Inc. Carle Place NY 1 Old Country Rd",jason.collichio@landoltsecurities.com,,Salesforce
11009132,Inactive Investor,Jocelyn Smiley,,"Transamerica Financial Advisors, Inc Willoughby OH 9328 Chillicothe Rd",jocelyn.smiley@tfaconnect.com,,Salesforce
207880,,John Curran,,United States,jrc565@nyu.edu,,
9568214,,Shiv Gupta,,,shivmumbaibtc@gmail.com,,List import
9643303,,Stoyan Mladenov,,,mladenov_st@yahoo.com,,List import
50162,,Jeanette Harriman,,"UMB Financial Services, Inc.",jeanette.harriman@umb.com,816-842-2222,
10834306,Inactive Investor,David Deraney,,"Raymond James Financial Services, Inc. Jackson GA 261 Brookwood Ave",larry.deraney@raymondjames.com,,Salesforce
10888319,Inactive Investor,Matthew Yung,Principal;Senior Portfolio Manager,"Johnson Investment Counsel, Inc.",myung@johnsoninv.com,,Salesforce
10774436,Inactive Investor,Aydin Tuncer,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Chevy Chase MD 2 Wisconsin Cir",,,Salesforce
10859838,Inactive Investor,Jesus Maria Forte,,J.P. Morgan Securities LLC Sunnyside NY 4610 Queens Blvd,jesusmaria.forte@jpmorgan.com,,Salesforce
11154711,Inactive Investor,Michael Ziegler,Compliance Product Officer;Vice President,Citigroup Global Markets Inc.,michael.ziegler@citi.com,,Salesforce
10754149,Inactive Investor,Scott Schoenfeld,Director;Family Wealth Advisor,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,sschoenfeld@rwbaird.com,,Salesforce
11168324,Inactive Investor,Karen Greenwood,Division Leader,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,karen.greenwood@primerica.com,,Salesforce
338026,,Kyle Brady,Assistant Property Manager,Bridge Investment Group,k.brady@bridgeig.com,801-716-1463,Manual List Upload
9569952,,Robert Sweat,,,sweat.robert@principal.com,,List import
10768269,Inactive Investor,Christopher Mutascio,,"Stifel, Nicolaus & Company, Incorporated Bluffton SC 1276 May River Rd",,,Salesforce
11231970,Inactive Investor,Peter Chew,,"Allstate Financial Services, LLC Frederick MD 1446 W Patrick St",peterchew@allstate.com,,Salesforce
10952377,Inactive Investor,Charles Kirven,,"Truist Investment Services, Inc. Brentwood TN 1725 Mallory Ln",charlie.kirven@truist.com,,Salesforce
10815660,Inactive Investor,Sarah Foster,Financial Advisor,Edward Jones Alma MI 320 E Superior St,sarah.k.foster@edwardjones.com,,Salesforce
10766951,Inactive Investor,Meredith Anderson,Client Service Associate,Morgan Stanley Portsmouth NH 1 Harbour Pl,meredith.anderson@morganstanley.com,,Salesforce
248355,,Evan Tarzian,Associate,Sapphire Ventures,evan@sapphireventures.com,,Manual List Upload
10858151,Inactive Investor,Beryl Sorscher,Senior Financial Advisor;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",beryl.sorscher@wellsfargoadvisors.com,,Salesforce
11222047,,Thomas Sarno,,,tsarno@hnrg.com,,List Import
11096201,Inactive Investor,Matthew Donnelly,,"Equitable Advisors, LLC Cherry Hill NJ 210 Lake Dr E",matthew.donnelly@equitable.com,,Salesforce
9647332,,Valerie Gale,,,valerie.walter@rbc.com,,List import
9583549,,Thomas Hubbard,,,tom.hubbard@nm.com,,List import
11050832,Inactive Investor,Sung Lee,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,lees@ceteranetworks.com,,Salesforce
10922549,Inactive Investor,Ruben Tarkhanyan,,Edward Jones Orange CA 2811 E Katella Ave,ruben.tarkhanyan@edwardjones.com,,Salesforce
10611767,,Nathaniel Foote,Financial Advisor,,nathaniel.foote@wellsfargoadvisors.com,,List Import
9639130,,Jonathan Lee,,,jlee@thecolonygroup.com,,List import
349388,,Kenneth Bonal,Wealth Advisor,"National Asset Management, Inc.",kbonal@nationalsecurities.com,866-305-2220,
9563173,,Mohan Rao,,,m@kanerao.com,,List import
11201640,Inactive Investor,Emily Rumiano,Financial Advisor,Edward Jones Brookings OR 600 Chetco Ave,emily.rumiano@edwardjones.com,,Salesforce
10929135,Inactive Investor,Robert Swanson,,"Ameritas Investment Company, LLC",,,Salesforce
11176820,Inactive Investor,Bradford Lombardo,,Citigroup Global Markets Inc.,bradford.lombardo@citigroup.com,,Salesforce
11185993,Inactive Investor,Justin Wagner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10790555,Inactive Investor,Geoff Feinstein,,"The Jeffrey Matthews Financial Group, L.L.C.",gfeinstein@jeffreymatthews.com,,Salesforce
11194239,Inactive Investor,Cindi Williams,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fort Collins CO 145 N College Ave",cindi.williams2@tiaa.org,,Salesforce
10799503,Inactive Investor,Antonio Hernandez,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,ahernandez@ft.newyorklife.com,,Salesforce
10760118,Inactive Investor,Thomas Andrews,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,andrews.c.thomas@fmr.com,,Salesforce
9581554,,James Kirby,"Chief Executive Officer, Management Committee, Management Committee Member, Member, President, Regulatory Contact","Deerpath Capital Management, LP",jkirby@deerpathcapital.com,,List import
11074622,Inactive Investor,Thomas Gunnell,,LPL Financial LLC Bargersville IN 42 S State Road 135,thomas.gunnell1@lpl.com,,Salesforce
341898,,Toby Cotton,Limited Partner,Wpwealth Llp,toby.cotton@wpcpa.com,817-259-9100,Manual List Upload
10788410,Inactive Investor,Michael Bryant,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",michael.bryant@tiaa.org,,Salesforce
10885304,Inactive Investor,Ryan Todd,Private Wealth Advisor,Lake Street,rtodd@lakest.com,,Salesforce
10871993,Inactive Investor,Monica Klemmer,,"Wells Fargo Clearing Services, LLC Warminster PA 732 W Street Rd",monica.klemmer@wellsfargoadvisors.com,,Salesforce
10911327,Inactive Investor,Edith Lau,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Milpitas CA 37 N Milpitas Blvd,edith.lau@jpmorgan.com,,Salesforce
231850,, -,,[[Unknown]],pepeoh333@gmail.com,,
9597673,,John Gaudin,,,jgaudin@argentawealthmanagement.com,,List import
10991746,Inactive Investor,Isaac Johnson,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",isaac.johnson@nm.com,,Salesforce
9601037,,Hector Robles,,,hector.robles@invwp.com,,List import
213633,,Margot Chernus,,Investor,margotchernus1@gmail.com,917-674-9702,Initial Salesforce Import
11114655,Inactive Investor,Violeta Salud,,"Osaic Wealth, Inc. Lake Wales FL 1 W Central Ave",,,Salesforce
10775978,Inactive Investor,Christopher Frattini,,"Realta Equities, Inc. New York NY 40 Wall St",frattinic@coastal-one.com,,Salesforce
11229929,Inactive Investor,Adrian Malavé  (,,"Northwestern Mutual Investment Services, LLC Moosic PA 52 Glenmaura National Blvd",adrian.malave@nm.com,,Salesforce
9541444,,Jake Kunkel,,,therealjakekunkel@gmail.com,,List import
228672,, -,,[[Unknown]],glendarhea@comcast.net,,Organic Search
10646036,,Bradley Keyworth,,,bkeyworth@lincolninternational.com,,List Import
10963216,Inactive Investor,Stephen Gilchrist,Investment Advisor Representative,"Independent Wealth Network, Inc. Los Angeles CA 1901 Avenue of the Stars",,,Salesforce
10759249,Inactive Investor,Timothy Fortune,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rockland MA 1099 Hingham St,timothy.fortune@ubs.com,,Salesforce
10974987,Inactive Investor,Christopher Sprague,,"Allstate Financial Services, LLC Waterbury CT 767 Wolcott St",christophersprague@allstate.com,,Salesforce
11059592,Inactive Investor,Philip Baity,Investment Specialist,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,philip.j.baity@jpmorgan.com,,Salesforce
218726,,Dustin Bennight,,[Unknown],dustinbennight@gmail.com,,
11125046,Inactive Investor,Nickolas Venetos,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",nickolas.venetos@wellsfargoadvisors.com,,Salesforce
10973999,Inactive Investor,Nathaniel Engstrom,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Seattle WA 4200 SW Edmunds St",nate.engstrom@usbank.com,,Salesforce
11099418,Inactive Investor,John Cullen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10616163,,David Bruskin,,,dbruskin@wintrustwealth.com,,List Import
10428037,,Antonio Suarez,,,suarezantonio805@gmail.com,,Web Form Fillout
11075408,Inactive Investor,Sean Schooley,,"Citizens Securities, Inc. Springfield MA 20 Island Pond Rd",sean.schooley@citizensbank.com,,Salesforce
10996946,Inactive Investor,Erl Karain Meruena,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10796067,Inactive Investor,Clare Colley,Shareholder,Cornerstone Financial Advisors Glenville NY 29 Dorothy Ln,,,Salesforce
10808064,Inactive Investor,Joseph McClellan,,WealthPLAN Partners Bayonne NJ 140A Lefante Way,brad@wealthplan.partners,,Salesforce
9588973,,Christopher Kessling,,,ckessling24@yahoo.com,,List import
10976195,Inactive Investor,Matthew Goettelman,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10836280,Inactive Investor,William Curran,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",mason.curran@nm.com,,Salesforce
11019803,Inactive Investor,Austin Pellegrino,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,austin.pellegrino@jpmorgan.com,,Salesforce
9575341,,Leslie Robinson,,,leslie@trance4mationgames.com,,List import
10784617,Inactive Investor,Ronald Hopkins,,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",ronald.hopkins@raymondjames.com,,Salesforce
10985505,Inactive Investor,Nina Lindsay,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nina_lindsay@vanguard.com,,Salesforce
10893736,Inactive Investor,Teresa Pena Moreno,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Desoto TX 1227 E Pleasant Run Rd",,,Salesforce
10953338,Inactive Investor,James Treat,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Stillwater OK 901 S Main St",kent.treat@tfaconnect.com,,Salesforce
10964650,Inactive Investor,Samuel Jiboku,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10889786,Inactive Investor,Marina Zakarian,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",marina.shcherbinina@schwab.com,,Salesforce
238750,,bluehound44@gmail.com Sommers,,[Unknown],bluehound44@gmail.com,,
10888088,Inactive Investor,Jacob Grossman,Managing Partner,"Transcend Capital Advisors, LLC Madison NJ 175 Park Ave",jgrossman@transcendcapital.com,,Salesforce
10961031,Inactive Investor,Carson Edwards,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10771018,Inactive Investor,Harold Cook,Financial Advisor;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,peyton.cook@morganstanley.com,,Salesforce
10979133,Inactive Investor,Britton Ouellette,President,Optivise Advisory Services LLC San Antonio TX 13750 San Pedro Ave,,,Salesforce
11075639,Inactive Investor,Tai Stephan,,LPL Financial LLC Minneapolis MN 8000 W 78th St,tai.stephan@lpl.com,,Salesforce
124628,,Eric Green,Senior Managing Partner,Strategic Wealth Advisors Group,egreen@penncapital.com,1-215-302-1515,
11090976,Inactive Investor,Paula Roberts,Senior Client Service Associate;Team Administrator,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,paula.c.jorgensen@ubs.com,,Salesforce
10909470,Inactive Investor,Fe Whipple,,PFS Investments Inc. Vancouver WA 10000 NE 7th Ave,fe.whipple@primerica.com,,Salesforce
10850851,Inactive Investor,Kristi Baker,,LPL Financial LLC Indianapolis IN 900 E 96th St,kristi.baker@lpl.com,,Salesforce
10956908,Inactive Investor,Gi Chang Lee,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10856380,Inactive Investor,Shannon Romach,Registered Client Associate,LPL Financial LLC Fairport NY 345 Woodcliff Dr,shannon.romach@lpl.com,,Salesforce
10971567,Inactive Investor,Alicia Kennedy,Senior Private Client Associate,Neuberger Berman BD LLC,alicia.kennedy@nb.com,,Salesforce
11197003,Inactive Investor,Kevin Niemeier,Assistant Vice President;Preferred Relationship Manager,"Fifth Third Securities, Inc. Evansville IN 661 S Green River Rd",kevin.niemeier@53.com,,Salesforce
11095627,Inactive Investor,Jim Stewart,Financial Professional,NWF Advisory Services Inc Santa Rosa CA 6367 Meadowridge Dr,,,Salesforce
10814945,Inactive Investor,John Lewis,Financial Advisor,LPL Financial LLC Moscow PA 1310 Church St,john.lewis@lpl.com,,Salesforce
11212776,Inactive Investor,Samir M'Bioka,,J.P. Morgan Securities LLC San Francisco CA 500 Van Ness Ave,samir.mbioka@chase.com,,Salesforce
9563536,,Matt Saenger,,,matt.saenger@greensquareinv.com,,List import
11221525,,Robert Frank,,,rfrank@frankandco.com,,List Import
11063654,Inactive Investor,Russell Vandersteeg,Financial Professional,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
10856522,Inactive Investor,Karen Szczepkowski,,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",karen.szczepkowski@wellsfargoadvisors.com,,Salesforce
173905,,Michael Berman,,[Unknown],micksonmatch@gmail.com,,
11107464,Inactive Investor,Jesse Romano,Registered Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,jesse.romano@morganstanley.com,,Salesforce
172064,,Emilio Gonzalez De Paz, -,[Unknown],emiliogonzalezdepaz@gmail.com,,Other
11141932,Inactive Investor,Grichelyan Saavedra Estremera,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,gsaavedra-estremera@primerica.com,,Salesforce
11039013,Inactive Investor,Marc Scavo,Client Advisor,Bragg Financial Advisors Inc,marc@braggfinancial.com,,Salesforce
246027,,Not Provided,Co-Founder,klein/johnson group,izzy@kleinjohnson.com,,Manual List Upload
10931204,Inactive Investor,Courtney Rhoden,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",,,Salesforce
209418,,Tom Irwin,Member,"Prairieview Partners, Llc",tom@prairieviewpartners.com,651-233-1099,Manual List Upload
10921761,Inactive Investor,Alan Jacobson,Financial Advisor;Private Client Financial Advisor,"Citizens Securities, Inc. Philadelphia PA 7327 Frankford Ave",alan.d.jacobson@citizenssecurities.com,,Salesforce
10941986,Inactive Investor,Jacqueline Dale,,NYLIFE Securities LLC Grosse Pointe Woods MI Private Residence,jgleason@ft.newyorklife.com,,Salesforce
10875667,Inactive Investor,Roma Hall,Client Service Associate,"Ameriprise Financial Services, LLC Winston Salem NC 2150 Country Club Rd",roma.hall@ampf.com,,Salesforce
10909355,Inactive Investor,Edward Lytle,Registered Principal,LPL Financial LLC Friendsville MD 4508 Old Morgantown Rd W,edward.lytle@lpl.com,,Salesforce
10978445,Inactive Investor,Lindsey Diranian,Director - Client Service;Financial Advisor,"Regatta Capital Group, LLC",lindsey@regattainvest.com,,Salesforce
10859438,Inactive Investor,Shiron Kilgore,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,shiron.kilgore.rd9k@statefarm.com,,Salesforce
11149645,Inactive Investor,Gregory Oconnell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10966607,Inactive Investor,Kosuke Takahashi,Senior Financial Advisor,"Capstone Wealth Advisors, LLC Bellevue WA 11900 NE 1st St",kos@capstonewealthadvisors.com,,Salesforce
10900415,Inactive Investor,Erik Norman Emilsson,,Citigroup Global Markets Inc.,erik.emilsson@citi.com,,Salesforce
238020,, -,,[[Unknown]],terrismith158@hotmail.com,,Paid Search
9642658,,Jacopo Sesana,,,jacopo.sesana@gmail.com,,List import
11024295,Inactive Investor,Russell Goldstein,Institutional Client Advisor;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",russell.goldstein@bofa.com,,Salesforce
10934473,Inactive Investor,Kimberlee Brown,Chief Compliance Officer;President,"JNBA Financial Advisors, LLC",kim.brown@jnba.com,,Salesforce
11262182,Inactive Investor,Nathan Howard,Chief Operating Officer & Chief Compliance Officer,Private Capital Management,nhoward@pcm-inc.com, +1 303 394 9600,Salesforce
10586217,Active Investor,gustavo.a.ariza@outlook.com,,Gustavo Ariza,gustavo.a.ariza@outlook.com,15743395309,Salesforce
11209799,Inactive Investor,Jerome Rossi,,B. Riley Wealth Management New Windsor NY 484 Temple Hill Rd,,,Salesforce
10800994,Inactive Investor,Matthew Potter,,"MML Investors Services, LLC Cincinnati OH 8044 Montgomery Rd",mpotter@financialguide.com,,Salesforce
11092588,Inactive Investor,Emma Lock,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,emma.lock@jpmorgan.com,,Salesforce
10770693,Inactive Investor,Mark Dorsey,Financial Advisor,"Ameriprise Financial Services, LLC Norfolk VA 150 Boush St",mark.t.dorsey@ampf.com,,Salesforce
11093755,Inactive Investor,William Jennings,Assistant Vice President,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
9603634,,Louis Wetmore,,,lwetmore@metlife.com,,List import
11110453,Inactive Investor,Emily Lumley,Senior Client Associate,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,elumley@rockco.com,,Salesforce
9635322,,Cesar Han,,,chan@raine.com,,List import
11131014,Inactive Investor,Suzanne Barry,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",suzanne.m.barry@ml.com,,Salesforce
10796408,Inactive Investor,Jeffrey Dewan,Financial Advisor,Edward Jones Rancho Mirage CA 41602 Indian Trl,jeff.dewan@edwardjones.com,,Salesforce
2020068,,anandi kumar,,,anandikumar039@gmail.com,,
11210240,Inactive Investor,Jeremy Berry,,"Northwestern Mutual Investment Services, LLC Ballston Lake NY 4 Rosell Dr",jeremy.berry@nm.com,,Salesforce
9623493,,Wale Ernie,,,wale.ernie@gmail.com,,List import
10823052,Inactive Investor,Robert Ennis,Financial Advisor,Edward Jones Puyallup WA 424 29th St NE,shipley.ennis@edwardjones.com,,Salesforce
9634344,,Wilbert Stanley,,,playsportsbar850@gmail.com,,List import
10845684,Inactive Investor,Dores Dunn,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,dores.dunn@jpmorgan.com,,Salesforce
10988520,Inactive Investor,Melissa Abrajan,,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,melissa.abrajan@jpmorgan.com,,Salesforce
11005246,Inactive Investor,Chase Lowery,Financial Advisor,Edward Jones Lincoln IL 407 Keokuk St,chase.lowery@edwardjones.com,,Salesforce
11177683,Inactive Investor,Sheryl Liskiewicz,Senior Registered Associate,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,sheryl.liskiewicz@morganstanley.com,,Salesforce
9585159,,Jason Bernick,,,jberns22@gmail.com,,List import
10919302,Inactive Investor,William Welch,Financial Advisor;Financial Planning Assistant,"Ameriprise Financial Services, LLC Amarillo TX 7840 Hillside Rd",william.welch@ampf.com,,Salesforce
104116,,Peter C. Lupone,,VALIC Financial Advisors,peter.lupone@aig.com,,
10763931,Inactive Investor,Daniel Dozier,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",dan.dozier@ml.com,,Salesforce
10863542,Inactive Investor,Matthew Dernis,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 12 SE 7th St",,,Salesforce
11110443,Inactive Investor,Eric Sorenson,Chief Compliance Officer;Director,"Pettyjohn, Wood & White, Inc.",rsorenson@pwandw.com,,Salesforce
10880391,Inactive Investor,Brady Emmons,Financial Advisor,Edward Jones Lima OH 3217 Harding Hwy,brady.emmons@edwardjones.com,,Salesforce
10781336,Inactive Investor,Todd Jeffcoat,Financial Advisor,LPL Financial LLC Arvada CO 8770 Wadsworth Blvd,todd.jeffcoat@lpl.com,,Salesforce
10870905,Inactive Investor,William McLaughlin,Founder;President,Advisory Services Network Belmar NJ 3350 State Rte 138,,,Salesforce
10912062,Inactive Investor,Ashley Brown,Investment Advisor,PNC Investments Jacksonville NC 2885 Western Blvd,ashley.myers@pnc.com,,Salesforce
10923528,Inactive Investor,Jonathan Stocking,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10982420,Inactive Investor,Sam Milder,,"The Leaders Group, Inc.",sam@leadersgroup.net,,Salesforce
11039862,Inactive Investor,David Bushard,,LPL Financial LLC Marshall MN 348 W Main St,dave.bushard@lpl.com,,Salesforce
11091176,Inactive Investor,Jason Van Skike,Financial Advisor,"Raymond James & Associates, Inc. Chandler AZ 3133 W Frye Rd",jason.vanskike@raymondjames.com,,Salesforce
9638830,,Chris Marcellin,,,chris.marcellin@bluecrestcapital.com,,List import
11180017,Inactive Investor,Joel Gilhang,,"MML Investors Services, LLC Dallas TX 8150 N Central Expy",,,Salesforce
212278,,Joseph Veltri,President,BlockFondi,jrveltri@gmail.com,,
228664,, -,,[[Unknown]],illbtown01@gmail.com,,Organic Search
10510482,,William Richmond,"Director, Head - Business Development",Cary Street Partners,larry.richmond@carystreetpartners.com,,List Import
10638839,,Max Way,,,waymax1997@gmail.com,,List Import
11125448,Inactive Investor,Thomas Divito,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",thomas.divito@bofa.com,,Salesforce
10925953,Inactive Investor,Jason Spears,President,"BEAM Wealth Advisors, Inc. Columbus MS 114 4th St S",jspears@beamwealth.com,,Salesforce
10930036,Inactive Investor,Timothy Schwertmann,,Cetera Advisor Networks LLC Saint Louis MO Private Residence,timothy.schwertmann@ceterawealth.com,,Salesforce
38457,,Timothy Zauche,Financial Associate,Thrivent Investment Management Inc.,tim.zauche@thrivent.com,608-330-3001,
11116405,Inactive Investor,Jonathan Schadler,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jonathan.schadler@fidelity.com,,Salesforce
10812674,Inactive Investor,Nan Bailey,Financial Advisor,Commonwealth Financial Network Franklin Square NY 110 E 25th St,nbailey@commonwealth.com,,Salesforce
223689,,anthony delucci,,pharmacy,anthony.delucci@yahoo.com,9149239656,Content
9600827,,Henok Asmerom,,,henokasmerom17@gmail.com,,List import
11118142,Inactive Investor,Alexis Fogle,,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",alexis.fogle@stifel.com,,Salesforce
10904918,Inactive Investor,Francisco Baguer,,Cetera Advisor Networks LLC Miami FL 8000 NW 7th St,,,Salesforce
11180711,Inactive Investor,Arthur Nintzel,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,arthur.nintzel@ubs.com,,Salesforce
11108342,Inactive Investor,William Reedy,,"Raymond James Financial Services, Inc. Denver CO 1333 W 120th Ave",william.reedy@raymondjames.com,,Salesforce
10904546,Inactive Investor,Hannah Menendez,Financial Planning Specialist;Registered Client Service Associate,Morgan Stanley Sarasota FL 2 N Tamiami Trl,hannah.menendez@morganstanley.com,,Salesforce
348817,,Drake Craig,Chief Operating Officer,Globalt Investments,dcraig@globalt.com,404-364-2188,Manual List Upload
11072953,Inactive Investor,Sean Murphy,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",sean.a.murphy@nm.com,,Salesforce
10803025,Inactive Investor,Shannon Workman,,"HighTower Securities, LLC New York NY 505 5th Ave",sworkman@hightoweradvisors.com,,Salesforce
10854279,Inactive Investor,Therese Mullen,,Key Investment Services LLC,therese.mullen@key.com,,Salesforce
10494465,,Ty Sampson,"Chief Compliance Officer, Director - Operations",EQ Wealth Advisors,ty@eqwealthadv.com,,List Import
11239742,,Justin Brackett,,,jtbrackettt@gmail.com,,Web Form Fillout
10842197,Inactive Investor,Alan Kinlund,Financial Advisor,Edward Jones Clovis NM 901 E 21st St,alan.kinlund@edwardjones.com,,Salesforce
10971583,Inactive Investor,Tyson Martin,,"City National Securities, Inc.",tyson.martin@cnb.com,,Salesforce
11006481,Inactive Investor,Bradley Thomas,,Edward Jones Simpsonville SC 628 NE Main St,bradley.thomas@edwardjones.com,,Salesforce
11142357,Inactive Investor,Robert Means,Financial Representative,"MML Investors Services, LLC State College PA 3949 S Atherton St",rmeans@financialguide.com,,Salesforce
11156031,Inactive Investor,Joshua Beasley,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",josh.beasley@ampf.com,,Salesforce
10615865,,Mark Aloisio,,,mark.j.aloisio@jpmorgan.com,,List Import
9588144,,Samuel Davis,,,sdavis@tbhadvisors.com,,List import
10861226,Inactive Investor,Dan Hamilton,Financial Advisor,Edward Jones Indianapolis IN 6177 N College Ave,dan.hamilton@edwardjones.com,,Salesforce
11204081,Inactive Investor,Brian Foley,Financial Advisor;Manager,"BCF Law Group, LLC",bfoley@bcflawgroup.com,,Salesforce
10789249,Inactive Investor,Wayne Burgher,Financial Advisor,LPL Financial LLC Agoura Hills CA Private Residence,wayne.burgher@lpl.com,,Salesforce
9578725,,Matthew Siegel,,,matthewsiegel@financialguide.com,,List import
10818164,Inactive Investor,Michael Mason,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10975180,Inactive Investor,Saroshah Salam,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",saroshah.salam@nm.com,,Salesforce
10759987,Inactive Investor,Denise Taylor,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",taylord@stifel.com,,Salesforce
11189793,Inactive Investor,Jamie Beineke,Financial Advisor,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,jamie.beineke@morganstanley.com,,Salesforce
9598663,,Klaudia Gryfik,,,kgryfik@epwealth.com,,List import
10820720,Inactive Investor,Steven Burks,Chief Compliance Officer;Owner;President,Amerigo Asset Management Corporation,,,Salesforce
10913936,Inactive Investor,Nicholas Murphy,Founder;President,Counterweight Private Wealth,,,Salesforce
11159791,Inactive Investor,Mark Kellogg,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",mkellogg@financialguide.com,,Salesforce
11083302,Inactive Investor,Mark Johnson,,"Allstate Financial Services, LLC Walnut Creek CA 1251 Civic Dr",tylerjohnson@allstate.com,,Salesforce
11058047,Inactive Investor,Elyse Gustafson,Financial Advisor,Morgan Stanley Jacksonville FL 50 N Laura St,elyse.gustafson@morganstanley.com,,Salesforce
10778056,Inactive Investor,John Teetsel,Financial Associate,Oppenheimer & Co. Inc. Scottsdale AZ 14636 N Scottsdale Rd,john.teetsel@opco.com,,Salesforce
11069612,Inactive Investor,Kapil Mathur,Branch Manager;Family Wealth Director;Financial Advisor;Lending Specialist;Managing Director - Wealth Management;Senior Portfoli,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,kapil.mathur@morganstanley.com,,Salesforce
11230360,Inactive Investor,Elaine Smith,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10811004,Inactive Investor,Dawn Newland,,State Farm VP Management Corp. Martinsburg WV 1664 Winchester Ave,,,Salesforce
11155891,Inactive Investor,Jennifer Swetland,Financial Advisor,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",jennifer.swetland@rbc.com,,Salesforce
10862902,Inactive Investor,Matthew Walters,,"Avantax Investment Services, Inc. Los Gatos CA 451 Los Gatos Blvd",,,Salesforce
10796782,Inactive Investor,William Vaculin,Managing Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,william.vaculin@morganstanley.com,,Salesforce
238418,,m.gaud@aol.com Gaud,,United States,m.gaud@aol.com,,Organic Search
11116417,Inactive Investor,Joseph Gaunt,,"Wells Fargo Clearing Services, LLC Vineland NJ 1051 W Sherman Ave",joseph.gaunt@wellsfargoadvisors.com,,Salesforce
11222216,,Anthony Wauterlek,,,bwauterlek@hbkswealth.com,,List Import
10985241,Inactive Investor,Brandon Negron,,Vanguard Marketing Corporation,brandon_negron@vanguard.com,,Salesforce
9621899,,William Yap,,,williamcyap@gmail.com,,List import
10963786,Inactive Investor,Julie Takkunen,Financial Advisor,"Osaic Wealth, Inc. Hibbing MN 214 E Howard St",,,Salesforce
10612261,,Janet Hayes,"Financial Advisor, Senior Director - Investments",,janet.hayes@opco.com,,List Import
9567048,,Michael Leonhardt,,,michael.leonhardt@lfg.com,,List import
5950,, -,,[[Unknown]],wujianshi52@gmail.com,,Initial Salesforce Import
348916,,Jean Barnard,"Director, Portfolio Manager, Director Of Research",Kennedy Capital Management,jbarnard@kennedycapital.com,314-432-0400,Manual List Upload
10981034,Inactive Investor,Kevin Trinidad,,"Ameritas Investment Company, LLC Villa Park IL 1 Mid America Plz",kevin.trinidad@ameritas.com,,Salesforce
10809752,Inactive Investor,Eli Rebich,Financial Advisor;President,"Stifel Independent Advisors, LLC Edinboro PA 220 W Plum St",rebiche@stifelindependence.com,,Salesforce
11060247,Inactive Investor,David Giegel,,Stonex Securities Inc.,david.giegel@saswealth.com,,Salesforce
9591195,,Rob Strebel,,DRW,rstrebel@DRWHoldings.com,,List import
11126685,Inactive Investor,Brian Campanile,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",brian.campanile@schwab.com,,Salesforce
10618324,,Robert Likus,,,robert.likus@ml.com,,List Import
11072946,Inactive Investor,Zachary Lenns,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",zac.lenns@nm.com,,Salesforce
10822176,Inactive Investor,Kimberly Brouhard,,"Ameriprise Financial Services, LLC Winter Garden FL 14051 Hampshire Bay Cir",kimberly.brouhard@ampf.com,,Salesforce
11061560,Inactive Investor,Steve Reiter,,"Osaic Wealth, Inc. Reading PA 38 E Lancaster Ave",,,Salesforce
10796253,Inactive Investor,Walter Razzaboni,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Concord NH 11 S Main St,walter.razzaboni@ubs.com,,Salesforce
2793605,,Muzaffer Bayındır,,,muzafferbayindir15@hotmail.com,,
11099991,Inactive Investor,Nadia Reesman,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",nadia.reesman@tfaconnect.com,,Salesforce
11175944,Inactive Investor,William Moore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10898238,Inactive Investor,Barine Nwangwu,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,barine.nwangwu@fmr.com,,Salesforce
11233638,Inactive Investor,Parker Mecham,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Idaho Falls ID 560 S Woodruff Ave",,,Salesforce
10860403,Inactive Investor,Tara Flax,Administrative Manager,UBS Financial Services Inc. Red Bank NJ 140 Broad St,tara.flax@ubs.com,,Salesforce
11156858,Inactive Investor,Angela Martin,,"Equitable Advisors, LLC Jersey City NJ 331 7th St",angela.martin@equitable.com,,Salesforce
332847,,Kevin Koehler,Portfolio Manager,Miracle Mile Advisors,kkoehler@miraclemileadvisors.com,,
10825515,Inactive Investor,Henry Hache,Chief Executive Officer;Owner,"AI Financial, Inc.",henry@aifinancial.com,,Salesforce
10817207,Inactive Investor,Kristina Sturgis,Financial Advisor,"Ameriprise Financial Services, LLC Hunt Valley MD 11350 McCormick Rd",kristina.x.sturgis@ampf.com,,Salesforce
240217,,David Woolford,,Snowden Lane Partners,dwoolford@snowdenlane.com,,Database Upload
11025804,Inactive Investor,Michele Zimmerman,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",michele.zimmerman@ml.com,,Salesforce
10982033,Inactive Investor,Luke Gheta,Financial Planner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",luke.gheta@schwab.com,,Salesforce
11029005,Inactive Investor,Ronald Gottl,Financial Professional,"Equitable Advisors, LLC Grimes IA Private Residence",ronald.gottl@equitable.com,,Salesforce
10884448,Inactive Investor,Keith Dunn,Chief Compliance Officer;Managing Director,"Johnson Dunn Capital Advisors, Inc.",keith@johnsondunncapitaladvisors.com,,Salesforce
10946308,Inactive Investor,Jure Skarabot,,Citigroup Global Markets Inc.,,,Salesforce
10761428,Inactive Investor,Nicole Lena,,William Blair Boston MA 125 High St,nlena@williamblair.com,,Salesforce
333656,,Jim Gagnon,"Vice President, Finance, CCO","Nebrodi Partners, Llc",jgagnon@nebrodipartners.com,860-259-4300,Manual List Upload
11015537,Inactive Investor,Regan Calvert,,"Voya Financial Advisors, Inc. Monticello WI Private Residence",regan.calvert@voya.com,,Salesforce
11135596,Inactive Investor,Richard Esterly,,"The Leaders Group, Inc.",,,Salesforce
10980938,Inactive Investor,Thomas Knight,,"Mutual Securities, Inc.",thomas.knight@mutualsecurities.com,,Salesforce
9560238,,Brad Corbett,,,bcorbett@verityinvest.com,,List import
11071924,Inactive Investor,Justin Evans,,J.P. Morgan Securities LLC Columbus OH 1121 Polaris Pkwy,,,Salesforce
11083046,Inactive Investor,Michael Cox,Chief Compliance Officer;President,"CW Securities, LLC",,,Salesforce
9599571,,James Reilly,,,jreilly@regentatlantic.com,,List import
9560651,,Daniel Kimel,,,britt.kimel@suntrust.com,,List import
9590650,,Gianni Valenti,,,gianni.valenti@lpl.com,,List import
11133141,Inactive Investor,Jacqueline Elliott,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,jacqueline.elliott@fmr.com,,Salesforce
11115442,Inactive Investor,David Cougevan,Financial Advisor,Edward Jones Davis CA 1105 Kennedy Pl,david.cougevan@edwardjones.com,,Salesforce
372297,,Jack Owens,,United States,jack@jeowens.com,,Salesforce
11097277,Inactive Investor,Micheal Fisher,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",micheal_fisher@ml.com,,Salesforce
11034782,Inactive Investor,Alan Federico,Financial Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 100 N 18th St",aj.federico@ampf.com,,Salesforce
11116142,Inactive Investor,Suzanne Lorge,,Citigroup Global Markets Inc.,,,Salesforce
10958815,Inactive Investor,Serafim Kolokithas,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,skolokithas@primerica.com,,Salesforce
9592840,,Ayamga Ebenezer,,,ebenayamga22@gmail.com,,List import
10797714,Inactive Investor,Wanda Addison,,Morgan Stanley New Orleans LA 1100 Poydras St,wanda.addison@morganstanley.com,,Salesforce
11144084,Inactive Investor,Michael Mora,,LPL Financial LLC Los Angeles CA 1800 Century Park E,michael.mora@lpl.com,,Salesforce
11238845,Inactive Investor,Lauren Burkhart,,"Union Capital Associates, L.p.",lauren@unioncapitalcorp.com,,Salesforce
10887841,Inactive Investor,Timothy Nitz,,"Ardent Wealth Advisory, LLC Mechanicsville VA 8253 Crown Colony Pkwy",,,Salesforce
11186595,Inactive Investor,Spencer Waspi,,J.P. Morgan Securities LLC Cary NC 2000 Regency Pkwy,spencer.waspi@jpmorgan.com,,Salesforce
9598498,,Matthew Kovarik,,,mkovarik@financialengines.com,,List import
370472,,Brooks Hamblett,,[Unknown],beh926@icloud.com,,Twitter
10970597,Inactive Investor,Ricky Leung,,J.P. Morgan Securities LLC Temple City CA 9647 Las Tunas Dr,ricky.yp.leung@chase.com,,Salesforce
11261969,Inactive Investor,Justin Schmidt,,Goldman Sachs,justin.schmidt@gs.com,,Warm Lead
10901546,Inactive Investor,Sheri Bierman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11002629,Inactive Investor,Andrew Arthur,Investment Advisor,PFS Investments Inc. Urbandale IA 3220 100th St,andrewallenarthur@primerica.com,,Salesforce
10794570,Inactive Investor,Ryan Eckhardt,Wealth Advisor,Thrivent Investment Management Inc. Altamont IL 116 N Main St,,,Salesforce
10916408,Inactive Investor,Warren Bane,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
371081,,Jerry ThompSon,,United States,jatworld@me.com,,Google Ad
11113297,Inactive Investor,Daniel Richardson,,SecureVest Financial Group,drichardson@securevest.com,,Salesforce
11013665,Inactive Investor,Thomas Moreau,,LPL Financial LLC Madison WI 1 W Main St,thomas.moreau@lpl.com,,Salesforce
9620337,,Jeonghyeok Hong,,,gohnrock@gmail.com,,List import
11187334,Inactive Investor,Robin Larue-Beasley,Financial Advisor,LPL Financial LLC Wooster OH 405 W Liberty St,robin.laruebeasley@lpl.com,,Salesforce
342970,,Trevor Blum,Senior Vice President,Macquarie Investment Management Business Trust,trevor.blum@macquarie.com,215-255-2300,Manual List Upload
336931,,Mike Hathorn,Vice President,Center Gate Capital,mhathorn@centergatecapital.com,512-717-7100,Manual List Upload
10508249,,Dennis Vos,,,dennis.vos@imc.com,,List Import
234403,, -,,[[Unknown]],gugunguniyanto@gmail.com,,
10834191,Inactive Investor,William Currier,,CIBC World Markets Corp.,,,Salesforce
10982771,Inactive Investor,Sean Fitzgerald,,LPL Financial LLC Branson MO 400 S Business US Hwy 65,sean.fitzgerald@lpl.com,,Salesforce
11048769,Inactive Investor,Amy Merrill,Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,amy.merrill@creativeplanning.com,,Salesforce
11157134,Inactive Investor,Patricia Zak,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management,Morgan Stanley West Hartford CT 433 S Main St,patricia.a.zak@morganstanley.com,,Salesforce
11162738,Inactive Investor,Maricel Dalere,,"Wells Fargo Clearing Services, LLC Bellingham WA 23 Bellwether Way",maricel.dalere@wfadvisors.com,,Salesforce
10869023,Inactive Investor,Reed Trautman,,NYLIFE Securities LLC Phoenix AZ 1137 E Redfield Rd,rptrautman@ft.newyorklife.com,,Salesforce
10658425,,Caroline Newell,,,caroline.newell@jpmorgan.com,,List Import
10755347,Inactive Investor,Daniel Myers,Financial Advisor,Edward Jones Windsor CA 8945 Brooks Rd S,daniel.myers@edwardjones.com,,Salesforce
10858177,Inactive Investor,Mark Jackowitz,Financial Advisor;Senior Vice President,"Voya Financial Advisors, Inc.",mark.jackowitz@voya.com,,Salesforce
10942489,Inactive Investor,Barry Rappaport,,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",barry.rappaport@ampf.com,,Salesforce
11088837,Inactive Investor,Charles Peters,,"Raymond James & Associates, Inc.",charles.peters@raymondjames.com,,Salesforce
10950431,Inactive Investor,Amy Bangad,,Citigroup Global Markets Inc.,,,Salesforce
10869371,Inactive Investor,Megan Dalton,,LPL Financial LLC West Chester OH 7237 Cincinnati Dayton Rd,megan.dalton@lpl.com,,Salesforce
209377,,Jordan Reed,,[Unknown],jreed@highlinecap.com,,
9640467,,Melissa Danenberg,,,melissa@lanxpartners.com,,List import
11107062,Inactive Investor,Aidan Bowerman,,LPL Financial LLC Rochester NY 525 University Ave,aidan.bowerman@lpl.com,,Salesforce
11075808,Inactive Investor,Robert Kane,Investment Executive,"Fifth Third Securities, Inc. Prospect KY 5929 Timber Ridge Dr",patrick.kane@53.com,,Salesforce
11200533,Inactive Investor,Alexandra Rodriguez,,"Sanford C. Bernstein & Co., LLC Dallas TX 2000 McKinney Ave",alexandra.rodriguez@bernstein.com,,Salesforce
10755782,Inactive Investor,David Brown,Financial Advisor,Edward Jones Belleville IL 4980 Benchmark Centre Dr,,,Salesforce
350768,,Daniel Mitrani,Analyst,Tyree & D'angelo Partners Management Lp,dmitrani@tdpfund.com,312-489-5050,Manual List Upload
11126187,Inactive Investor,Bruce Thompson,Financial Advisor,LPL Financial LLC Camas WA 2136 Division St,bruce.thompson@lpl.com,,Salesforce
11218908,,Jeannine Vanian,,,jvanian@kayne.com,,Other
10618892,,David Kelly,,,mark.kelly@benjaminfedwards.com,,List Import
9567859,,Joseph Dault,,,joseph.dault@securitiesamerica.com,,List import
11185211,Inactive Investor,Bethany Jenkins,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",bethany.jenkins@ml.com,,Salesforce
10487497,,Gwendolyn McKinney,"Financial Advisor, Financial Planning Specialist, Vice President - Wealth Management",Morgan Stanley,gwen.mckinney@morganstanley.com,,List Import
11230317,Inactive Investor,Donna Vermillion,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10617792,,Joseph Martin,,,joseph.a.martin@wellsfargoadvisors.com,,List Import
10776835,Inactive Investor,Michael Murphy,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,michael.murphy@ubs.com,,Salesforce
86008,,James Mckee,Chief Compliance Officer,"Holdco Asset Management, L.p.",james@holdcoam.com,212-785-5569,Manual List Upload
11085407,Inactive Investor,Loren Van Patten,,Purshe Kaplan Sterling Investments Minneapolis MN 7760 France Ave S,lvan-patten@pksinvest.com,,Salesforce
10618596,,Patrick Thompson,,,patrick.thompson@ubs.com,,List Import
10846696,Inactive Investor,Deidra Payne,,"Raymond James Financial Services, Inc. Charleston WV 1207 Quarrier St",dee.payne@raymondjames.com,,Salesforce
10909006,Inactive Investor,Kimberley Holcomb,,"Kestra Investment Services, LLC Dallas TX 6750 Hillcrest Plaza Dr",kimberley@kestrafinancial.com,,Salesforce
11052014,Inactive Investor,Jimmy Laforteza,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1120 Avenue of the Americas,jimmy.p.laforteza@jpmorgan.com,,Salesforce
9636327,,Marco Bitran,,,mbitran@gmbcap.com,,List import
10853291,Inactive Investor,Joseph Accardi,,LPL Financial LLC Wilbraham MA 85 Post Office Park,joe.accardi@lpl.com,,Salesforce
11184098,Inactive Investor,Divyansh Agrawal,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,dagrawal@rwbaird.com,,Salesforce
10860594,Inactive Investor,Francisco Rodriguez,Client Services Consultant,"Wells Fargo Clearing Services, LLC Camarillo CA 5000 Santa Rosa Rd",francisco.rodriguez@wellsfargo.com,,Salesforce
11075250,Inactive Investor,Ethan Esser,Associate Financial Advisor,"Ameriprise Financial Services, LLC Geneseo IL 100 S State St",ethan.j.esser@ampf.com,,Salesforce
10824486,Inactive Investor,Mark Dewane,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
10812521,Inactive Investor,Tammy House,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11010600,Inactive Investor,Alana Matzkin,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11163682,Inactive Investor,Hunter Bradley,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",hunter.r.bradley@ml.com,,Salesforce
9564542,,T.R. Campbell,,,t.r.campbell@edwardjones.com,,List import
11055266,Inactive Investor,Carolyn Humphrey,,"Hornor, Townsend & Kent, LLC Newark DE 5 Hunting Ct",chumphrey@htk.com,,Salesforce
10958806,Inactive Investor,Justin Turner,,"Northwestern Mutual Investment Services, LLC Lakeland FL 1476 Town Center Dr",justin.turner@nm.com,,Salesforce
5895294,,Bruce Lo,,,brucelo1997@gmail.com,,Web Form Fillout
9632038,,Mark Lombardi,,,marklombardi2015@gmail.com,,List import
11202248,Inactive Investor,Robert Birulin,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,robert.birulin@primerica.com,,Salesforce
10756666,Inactive Investor,Heather Ashmore,Investment Associate,"RBC Capital Markets, LLC Palos Heights IL 7420 W College Dr",heather.ashmore@rbc.com,,Salesforce
9593215,,James Turner,,,turnerapoc@gmail.com,,List import
11062397,Inactive Investor,Thomas King,Owner,Thomas A. King Bethesda MD 5160 Pooks Hill Rd,,,Salesforce
10979069,Inactive Investor,Cynthia Lovo,,PFS Investments Inc. Miami FL 10300 SW 72nd St,cynthia.lovo@primerica.com,,Salesforce
10870215,Inactive Investor,Damon Boyar,Investment Advisor Representative,"Great Valley Advisor Group, Inc. Boca Raton FL 3837 NW Boca Raton Blvd",dboyar@greatvalleyadvisors.com,,Salesforce
10907662,Inactive Investor,Claudia Jean,,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,claudia.jean@primerica.com,,Salesforce
11028841,Inactive Investor,Taylor Holbert,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
234929,, -,,[[Unknown]],helalicompany.ah@gmail.com,,Other
10899059,Inactive Investor,William Geraci,,Commonwealth Financial Network,wgeraci@commonwealth.com,,Salesforce
9557622,,Jonathan Ahalt,,,ahalt@scadv.com,,List import
10787640,Inactive Investor,Ryan Coryell,,J.P. Morgan Securities LLC Commerce Township MI 2801 Union Lake Rd,ryan.coryell@jpmorgan.com,,Salesforce
10795805,Inactive Investor,Elyse Hahner,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,elyse.hahner@morganstanley.com,,Salesforce
10997699,Inactive Investor,Kenneth Robinson,,J.P. Morgan Securities LLC Alpharetta GA 3080 Old Alabama Rd,kenneth.robinson@chase.com,,Salesforce
225437,,c c,,[[Unknown]],c@c.com,,Direct
10900180,Inactive Investor,Randy Albrecht,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 4041 28th St NW",randy.albrecht@ml.com,,Salesforce
10849036,Inactive Investor,Fred Williams,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",fwilliams@hightoweradvisors.com,,Salesforce
10898459,Inactive Investor,Lorenzo Martinez,,Fidelity Brokerage Services LLC,,,Salesforce
11178265,Inactive Investor,David Dewitt,,"Farmers Financial Solutions, LLC Elgin IL 1831 Larkin Ave",ddewitt@farmersagent.com,,Salesforce
10832695,Inactive Investor,Lynn McIntire,,"Raymond James Financial Services, Inc. Irving TX 105 Decker Ct",lynn.mcintire@raymondjames.com,,Salesforce
10861539,Inactive Investor,Anthony Brown,,State Farm VP Management Corp.,tony.brown.jdt0@statefarm.com,,Salesforce
10874261,Inactive Investor,Rajeev Dhillon,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",rajeev.dhillon@ml.com,,Salesforce
9577076,,Edward Dellinger,,,ecdellinger@ftbadvisors.com,,List import
11034873,Inactive Investor,Holli-Lyn Ford,,"Allstate Financial Services, LLC",hollilynford@allstate.com,,Salesforce
5259398,,REACH UKI,,,linod44737@probdd.com,,Web Form Fillout
10755045,Inactive Investor,Richard Rosenberg,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",richard_rosenberg@ml.com,,Salesforce
10797881,Inactive Investor,Peter Virok,Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",peter.s.virok@ampf.com,,Salesforce
10872426,Inactive Investor,Pamela Buckland,,State Farm VP Management Corp. Littleton CO 6600 S Broadway,,,Salesforce
9545550,,Joshua Vazquez,,,jv@agropro.cc,,List import
10871003,Inactive Investor,Arthur Larm,Senior Regional Leader;Senior Regional Manager,PFS Investments Inc. South Easton MA 24 Norfolk Ave,arthur.larm@primerica.com,,Salesforce
11053145,Inactive Investor,Scott Puritz,Chief Compliance Officer;Financial Advisor;Managing Director,Rebalance LLC Bethesda MD 4800 Hampden Ln,spuritz@rebalance360.com,,Salesforce
9604599,,Mohamed Ibrahim,,,moibrahimsc@gmail.com,,List import
11014033,Inactive Investor,Yelena Alipova,,J.P. Morgan Securities LLC Louisville KY 2209 Holiday Manor Ctr,,,Salesforce
9632536,,David Erickson,,,davider@wharton.upenn.edu,,List import
10978049,Inactive Investor,Billy Whitaker,,"Trinity Wealth Securities, L.L.C. Nashville TN 210 12th Ave S",,,Salesforce
10755982,Inactive Investor,Joshua Spungen,Investment Analyst;Retirement Benefits Consultant;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",joshua.spungen@ml.com,,Salesforce
11012931,Inactive Investor,Monica Collazo,,PFS Investments Inc. Killeen TX 217 E Avenue D,,,Salesforce
11105517,Inactive Investor,Thomas Nead,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,thomas.nead@primerica.com,,Salesforce
9588422,,Brian Lazek,,,wakawakaupar4@gmail.com,,List import
10938854,Inactive Investor,Brad Blaisdell,,"Raymond James Financial Services, Inc. Herndon VA 510 Spring St",brad.blaisdell@raymondjames.com,,Salesforce
11087337,Inactive Investor,Cindy Burkett,Investment Advisor Representative,"Xenith Financial Advisory Services, LLC",,,Salesforce
11175270,Inactive Investor,Samuel Blalock,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 2111 Devine St",,,Salesforce
10801807,Inactive Investor,Gary Sellari,Secretary;Treasurer,Castle Wealth Management West Palm Beach FL 1400 Centrepark Blvd,,,Salesforce
11156837,Inactive Investor,Michael Asker,,"FBL Marketing Services, LLC Grangeville ID 104 S A St",michael.asker@fblfinancial.com,,Salesforce
11056319,Inactive Investor,Brian Nash,Business Development Specialist;Financial Advisor;Specialist,"Ameriprise Financial Services, LLC Auburndale MA 450 Lexington St",brian.nash@ampf.com,,Salesforce
10908969,Inactive Investor,Edward Pivonka,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",edward.pivonka@ml.com,,Salesforce
10659278,,Michelle Ternoir,,,michelle.mock@chase.com,,List Import
9613984,,Kerry Oliver,,,kgoliver42@gmail.com,,List import
10845717,Inactive Investor,Mohammed Rahman,Financial Consultant,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",mohammed.rahman@equitable.com,,Salesforce
10970789,Inactive Investor,Leah Mikaelian,,Fidelity Brokerage Services LLC,,,Salesforce
11115112,Inactive Investor,Lelis Pond,,"Osaic Wealth, Inc. Chesapeake VA Private Residence",,,Salesforce
11017212,Inactive Investor,Andrew Hayes,,"Pacesetter Financial Group, L.L.C.",,,Salesforce
11142447,Inactive Investor,Khym-Alexi Fawcett-Ellis,Associate,Neuberger Berman BD LLC,alexi.fawcett-ellis@nb.com,,Salesforce
10869526,Inactive Investor,William Daniels,Financial Advisor,Edward Jones Ponchatoula LA 758 W Pine St,bill.daniels@edwardjones.com,,Salesforce
9558607,,Jonathan Horsman,,,horsman@thinkingbeyond.com,,List import
10856562,Inactive Investor,Grant Garretson,Premier Banker,"Wells Fargo Clearing Services, LLC Jacksonville FL 13166 Atlantic Blvd",grant.garretson@wellsfargo.com,,Salesforce
11155138,Inactive Investor,Masato Terao,,Goldman Sachs & Co.,,,Salesforce
10912471,Inactive Investor,William Laury,Financial Advisor,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",langston.laury@nm.com,,Salesforce
10905917,Inactive Investor,Scott Bechely,,"IFP Securities, LLC Woodstock GA 230 Creekstone Rdg",,,Salesforce
11016034,Inactive Investor,Colton Jensen,,"DFPG Investments, LLC",,,Salesforce
68390,,Gabriel Adams,Financial Advisor,"SunTrust Advisory Services, Inc.",gabriel.adams@suntrust.com,301-861-2960,
11076946,Inactive Investor,Allen Tsai,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 4850 Barranca Pkwy",horacio.choi@wellsfargoadvisors.com,,Salesforce
11135139,Inactive Investor,Michael Giaccone,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland NJ 15 Yawpo Ave",michael.f.giaccone@ml.com,,Salesforce
10909888,Inactive Investor,Heath Fulton,Financial Advisor,Edward Jones Cape Girardeau MO 623 S Silver Springs Rd,heath.fulton@edwardjones.com,,Salesforce
11190401,Inactive Investor,Kenneth Hauck,,"American Portfolios Financial Services, Inc. Jupiter FL Private Residence",khauck@americanportfolios.com,,Salesforce
10489330,,Benjie Esguerra,Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,benjie.esguerra@ubs.com,,List Import
10870127,Inactive Investor,Timothy Schell,Financial Advisor,Edward Jones Edmonds WA 1300 Olympic View Dr,tim.schell@edwardjones.com,,Salesforce
10986565,Inactive Investor,Jin Yeon Kim,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,jykim01@ft.newyorklife.com,,Salesforce
9572751,,Matthew Calabrese,,,mcalabrese@bamfunds.com,,List import
6874436,,linda avdkins,,,gohato9678@wwgoc.com,,Web Form Fillout
11196286,Inactive Investor,Jeffrey Thomas,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11229101,Inactive Investor,Quade Jessen,,Edward Jones Miles City MT 2708 Main St,,,Salesforce
10951869,Inactive Investor,Kevin Butler,,Fidelity Brokerage Services LLC,,,Salesforce
11051091,Inactive Investor,Jonathan Laurent,Compliance Officer,"Wells Fargo Clearing Services, LLC",,,Salesforce
9543095,,HENRY HUYNH,,,henhuynh454@yahoo.com,,List import
9560484,,Yeon Kim,,,timothy.kim00@gmail.com,,List import
10962047,Inactive Investor,Ashton Holliday,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
10948606,Inactive Investor,Carol Burgess,Division Leader,PFS Investments Inc. Plainville CT 146 New Britain Ave,carol.burgess@primerica.com,,Salesforce
5575057,,Walter Sandza,,None,wsandza@gmail.com,9543743200,Web Form Fillout
10821804,Inactive Investor,Alexander Seward,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",alex.seward@nm.com,,Salesforce
11176173,Inactive Investor,Tram Garcia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 3700 S New Braunfels Ave",tram.n.garcia@ml.com,,Salesforce
9616297,,Nazarali Fatema,,,fatema@ifse.ca,,List import
10897830,Inactive Investor,Andrew Stevenson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,andrew.stevenson@fmr.com,,Salesforce
9559722,,Wilson Massey,,,wmmasseydds@gmail.com,,List import
11009817,Inactive Investor,Joaquin Bustamante Borja,,Citigroup Global Markets Inc.,,,Salesforce
11120919,Inactive Investor,Ryan Davian,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11210919,Inactive Investor,Michael Sweeney,,"Allstate Financial Services, LLC",michaelsweeney@allstate.com,,Salesforce
10783079,Inactive Investor,Renato Powell,,Key Investment Services LLC Gresham OR 390 W Burnside St,renato.powell@key.com,,Salesforce
236940,, -,,[[Unknown]],iggavaldon@yahoo.com,,
9638080,,Diego Fern?ndez Elices,,,diego.fernandez@ayg.es,,List import
11167892,Inactive Investor,Shreya Patel,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",shreya.patel@truist.com,,Salesforce
11009030,Inactive Investor,Colleen Mcatamney,,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,colleen.mcatamney@ubs.com,,Salesforce
9585179,,Steven Preskenis,,,spreskenis@boltonsecurities.com,,List import
11209278,Inactive Investor,Bernard Riesbeck,,State Farm VP Management Corp. Hamilton OH 5617 Liberty Fairfield Rd,barney.riesbeck.czzk@statefarm.com,,Salesforce
11045455,Inactive Investor,Susan Riedel,,MWA Financial Services Inc. Phoenix AZ 1137 E Redfield Rd,susan.b.riedel@mwarep.org,,Salesforce
10774435,Inactive Investor,Anna Levaggi,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",anna.levaggi@ml.com,,Salesforce
10987392,Inactive Investor,Miriam Ntiamoah,,J.P. Morgan Securities LLC San Francisco CA 700 Market St,miriam.asante@jpmorgan.com,,Salesforce
10494559,,Marc Helfrich,"Chief Compliance Officer, Owner",Marc C Helfrich Registered Investment Advisor,marc@insured-wealth.com,,List Import
10983591,Inactive Investor,Saran Whittington,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,usak1@primerica.com,,Salesforce
10996538,Inactive Investor,Thomas Stone,Wealth Advisor;Wealth Management Analyst,"Box Financial Advisors, LLC",,,Salesforce
1001741,Inactive Investor,Shahid Khan,Managing Director,Watchtower Management Group,skhan@watchtowermg.com, +1 415 375 8790,
11185449,Inactive Investor,Andre Freitas,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Newport RI 7 Brown and Howard Wharf",andre.freitas@wellsfargoadvisors.com,,Salesforce
10851059,Inactive Investor,Alan Pollack,,"Hornor, Townsend & Kent, LLC Cherry Hill NJ 1422 Autumn Ln",apollack@htk.com,,Salesforce
10615371,,Garrett Buckley,"Executive Director, Family Wealth Director, Financial Advisor, Managing Director, Senior Portfolio Management Director, Workplac",,garrett.t.buckley@morganstanley.com,,List Import
9552708,,Jerry Sanada,,,jsanada@allianceadvisory.com,,List import
353056,,Jason Hardzewicz,Senior Director,Roberts & Ryan Investments Inc.,jhardzewicz@roberts-ryan.com,,Event
10895779,Inactive Investor,Gabriel Woodward,Partner;Regulatory Contact,"Woodward Diversified Capital, LLC",gabe@woodwarddivcap.com,,Salesforce
10973745,Inactive Investor,Blair Wolston,Financial Advisor,"Equitable Advisors, LLC Burlington VT 126 College St",blair.wolston@equitable.com,,Salesforce
9628128,,konstantinos kostibas,,,kikosti@cybercom.mil,,List import
10907191,Inactive Investor,Michael Ames,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11159626,Inactive Investor,Whitney Liu,,NYLIFE Securities LLC,,,Salesforce
10776861,Inactive Investor,James Schaefer,,Neuberger Berman BD LLC,jschaefer@nb.com,,Salesforce
9563858,,Mark Forkey,,,mforkey@sageviewadvisory.com,,List import
11235317,Inactive Investor,Kian Rafia,Chief Investment Officer;Managing Director,Vestwell Advisors LLC Savoy IL Private Residence,kian.rafia@vestwell.com,,Salesforce
10884854,Inactive Investor,Suzanne Antonelli,Chief Compliance Officer;Chief Executive Officer;Senior Wealth Advisor,"Antonelli Financial Advisors, LLC",santonelli@antonelliadvisors.com,,Salesforce
11154115,Inactive Investor,Terence Clay,,"First Command Brokerage Services, Inc. Clarksville TN 2279 Raleigh Ct",tclay@firstcommand.com,,Salesforce
10841124,Inactive Investor,Eric Isaak,Financial Advisor,LPL Financial LLC West Fargo ND 1350 13th Ave E,eric.isaak@lpl.com,,Salesforce
10912069,Inactive Investor,Claudia Correa,Wealth Center Manager,HSBC Securities (USA) Inc. Miami FL 2950 Aventura Blvd,claudia.m.correa@us.hsbc.com,,Salesforce
10837137,Inactive Investor,Charles Hall,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
11020094,Inactive Investor,Albert Dipippo,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",adipippo@siebertnet.com,,Salesforce
10792708,Inactive Investor,Anthony Hagstette,Regional Leader,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,ahagstette.jr@primerica.com,,Salesforce
10934365,Inactive Investor,Barry Wong,,"DFPG Investments, LLC Santa Rosa CA 3510 Unocal Pl",,,Salesforce
11163708,Inactive Investor,Steve Lusietto,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10788924,Inactive Investor,Karen Peterson,Senior Client Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,,,Salesforce
205117,,jack taylor,,[Unknown],42alpengeists@gmail.com,,Direct
11143713,Inactive Investor,John Syrcle,,"Farmers Financial Solutions, LLC Bellevue WA 16301 NE 8th St",jsyrcle@farmersagent.com,,Salesforce
11223207,,Paul Campadonico,,,pcampo@varbeco.com,,List Import
11063212,Inactive Investor,Thomas Breslin,Investment Advisor,"Balboa Wealth Partners, Inc. Sandiego CA 35512570 High Bluff Dr",tbreslin@balboawealth.com,,Salesforce
9552281,,Thomas Fritze,,,tfritze@massmutual.com,,List import
9621501,,Clarence Bruns,,,c_bruns@sbcglobal.net,,List import
9578055,,Steve thomas,,,steve.thomas@live.com,,List import
11026757,Inactive Investor,Charles Hendrick,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
11189212,Inactive Investor,Mark Harasym,,"Ameriprise Financial Services, LLC San Luis Obispo CA 952 Mill St",,,Salesforce
11072763,Inactive Investor,Tyler Peterson,,"Wells Fargo Clearing Services, LLC Virginia MN 401 Chestnut St",,,Salesforce
11121459,Inactive Investor,Angela Lee,Financial Assistant,Commonwealth Financial Network Colorado Springs CO 13710 Struthers Rd,alee@commonwealth.com,,Salesforce
11189808,Inactive Investor,James Adams,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10441481,,DHARAMDEO KUMAR,,,dharamdeo_kumar@yahoo.com,,Web Form Fillout
10815834,Inactive Investor,Thomas Takes,,"Principal Securities, Inc. Weatherford TX Private Residence",takes.tom@principal.com,,Salesforce
9640271,,Mark Compton,,,mcompton@paturnpike.com,,List import
9575601,,Gokarna Bhusal,,,gokarnabhusal884@gmail.com,,List import
10887657,Inactive Investor,Amul Sant,Assistant Vice President;Senior Relationship Banker,Santander Securities LLC Englishtown NJ 345 Union Hill Rd,asant@santander.us,,Salesforce
10647890,,Russell Petrin,,,russ.petrin@morganstanley.com,,List Import
9547820,,Allen Gonzalez,,,allen@kovacksecurities.com,,List import
10898773,Inactive Investor,Nancy Sash,,"Avantax Investment Services, Inc. Medford OR 841 Ohare Pkwy",,,Salesforce
10968078,Inactive Investor,Gregory Fierle,,"American Fidelity Securities, Inc.",gregory.fierle@af-group.com,,Salesforce
110246,,Burak Keskinkilic,,Own business,kadirburak83@yahoo.com,4.91511E+12,Paid Social
245818,,Not Provided,Principal,Mehlman Castagnetti Rosen & Thomas,pthornell@mc-dc.com,,Manual List Upload
11051040,Inactive Investor,Chadwick Landry,Chief Compliance Officer;Managing Member;Portfolio Manager,Poydras Capital Partners,,,Salesforce
11139055,Inactive Investor,Mark Mcroy,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Roanoke VA 4005 Electric Rd",mark.mcroy@mutualofomaha.com,,Salesforce
11144898,Inactive Investor,Thomas Blackwell,Financial Services Representative,"MML Investors Services, LLC Morganton NC 116 S Sterling St",tblackwell@massmutual.com,,Salesforce
228475,, -,,[[Unknown]],anshoom@yahoo.com,,
9613540,,John Egan,,,johneganaustin@gmail.com,,List import
248614,,Hector Poveda,Capital markets manager,Bancolombia,hpoveda@bancolombia.com.co,,Manual List Upload
10855739,Inactive Investor,Gary Miller,Chief Compliance Officer;Chief Financial Officer;Investment Advisor,Investment Management Consultants,,,Salesforce
229897,, -,,[[Unknown]],busybry21@gmail.com,,Organic Search
11092418,Inactive Investor,Aaron Raskin,Financial Advisor,UBS Financial Services Inc.,aaron.raskin@ubs.com,,Salesforce
11053938,Inactive Investor,Austin White,,Cetera Advisors LLC Liberty MO 1135 W Kansas St,,,Salesforce
227885,,George -,Financial Advisor,[Unknown],george.naef@ml.com,,Advertising
9583821,,Gurpreet Obeori,,,goberoiny@gmail.com,,List import
10998690,Inactive Investor,Michael Wahl,Financial Advisor,"Pruco Securities, LLC. Mandeville LA 1625 W Causeway Approach",michael.wahl@prudential.com,,Salesforce
10752539,Inactive Investor,Harvey Atterbury,Financial Advisor,PlanMember Securities Corporation Carlsbad CA 1902 Wright Pl,,,Salesforce
11106698,Inactive Investor,Jeffrey Jennings,Senior Financial Advisor;Vice President,"MCF Advisors, LLC Lexington KY 333 W Vine St",jjennings@mcfadvisors.com,,Salesforce
9588128,,Ralph Illges,,,ralph@silverspringcapital.com,,List import
11171731,Inactive Investor,Sean Geoghegan,,Hilltop Securities Inc. Chicago IL 1 S Wacker Dr,sean.geoghegan@hilltopsecurities.com,,Salesforce
10844659,Inactive Investor,Myron Edelman,Financial Services Representative,"MML Investors Services, LLC Garden City NY 900 Stewart Ave",myronedelman@financialguide.com,,Salesforce
9621948,,Aymeric Fraise,,,aymericfraise@generatoradvisors.com,,List import
225034,,Tony Jeter,,[Unknown],fastmovingstartup@yahoo.com,,
11163745,Inactive Investor,Pietro Mariani,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
6164714,,Gray Scale,,,grayscale@2200.io,,Web Form Fillout
11125687,Inactive Investor,Kevin Erben,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,,,Salesforce
9633376,,Anita Pall,,,apall81@gmail.com,,List import
9622069,,Zarinah Majied,,,zisprayerful@sbcglobal.net,,List import
10828797,Inactive Investor,Andrew McAllister,,Commonwealth Financial Network Bristol CT 190 Summer St,amcallister@commonwealth.com,,Salesforce
11073226,Inactive Investor,Michael Buono,Chief Financial Officer,Third Avenue Management LLC New York NY 622 3rd Ave,mbuono@thirdave.com,,Salesforce
9574107,,Roger Johnson,,,rjohnson@summaglobal.com,,List import
10937443,Inactive Investor,Rocco Martinelli,,Country Capital Management Company Wauconda IL 118 S Main St,rocco.martinelli@countryfinancial.com,,Salesforce
10775524,Inactive Investor,Maria Indyk,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10840040,Inactive Investor,Judy Bezona,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,judy.bezona@primerica.com,,Salesforce
11192255,Inactive Investor,John Garvey,Chief Compliance Officer;Chief Executive Officer;Manager;Shareholder,"Bland Garvey Wealth Advisors, LLC Richardson TX 1202 Richardson Dr",jgarvey@bgemdcapitaladvisors.com,,Salesforce
9548551,,Scott Burak,,,scott@redlabtech.com,,List import
11004877,Inactive Investor,George Gravett,,J.P. Morgan Securities LLC Salem OH 123 N Broadway Ave,george.gravett@jpmorgan.com,,Salesforce
10509880,,Alexander Schmiesing,,Macquarie,alexschmiesing@gmail.com,,List Import
11089701,Inactive Investor,Kyle Cooper,Financial Advisor,"Financial Strategies Group, Inc",kyle@fsgmichigan.com,,Salesforce
9613256,,Pamela Brown,,,pbrown@zieglercap.com,,List import
11132432,Inactive Investor,Manjima Mahalanobish,,Goldman Sachs & Co.,,,Salesforce
11012756,Inactive Investor,Alaina Hepple,,"Capacuity Securities, Inc.",,,Salesforce
240959,,Jack Stock,Ark Specialist,[Unknown],jack.stock@resolutemanagers.com,,Event
11199702,Inactive Investor,Hafiz Shekh,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,hafiz.shekh@lpl.com,,Salesforce
10980706,Inactive Investor,Aaron Flores,Owner,Sage Mountain Wealth Management,,,Salesforce
11024512,Inactive Investor,Roger Clark,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,rclark.hev19@primerica.com,,Salesforce
10903431,Inactive Investor,Mehdi Ahmadi,Financial Advisor,Edward Jones McKinney TX 8951 Collin McKinney Pkwy,mehdi.ahmadi@edwardjones.com,,Salesforce
10991586,Inactive Investor,Ajit Kumar Nema,,Goldman Sachs & Co.,ajit.nema@gs.com,,Salesforce
10892848,Inactive Investor,Chad Moseley,,"Ameritas Investment Company, LLC Birmingham AL 2718 20th St S",cmoseley@ameritas.com,,Salesforce
10929260,Inactive Investor,Mark Hills,,LPL Financial LLC Manlius NY 104 Smith St,,,Salesforce
345937,,William Gross,Chairman,Commerce Street Investment Management,tgross@cstreetholdings.com,214-545-6800,Manual List Upload
10806588,Inactive Investor,Mary Finkbohner,,"Wells Fargo Clearing Services, LLC Mobile AL 41 W I65 Service Rd N",,,Salesforce
10817712,Inactive Investor,Ruben Rodriguez,,PFS Investments Inc. Hialeah FL 3426 W 84th St,,,Salesforce
10816540,Inactive Investor,Rocco Casinelli,,State Farm VP Management Corp. Stratford CT 999 Oronoque Ln,,,Salesforce
10984285,Inactive Investor,Eduardo Torres,Financial Advisor,TD Private Client Wealth LLC Sarasota FL 3450 Clark Rd,eduardo.torres@td.com,,Salesforce
9577707,,Aaron Curry,,,acurry@massmutual.com,,List import
10825344,Inactive Investor,David Jung,,United Planners' Financial Services of America A Limited Partner Williamsburg MI Private Residence,dwjung@unitedplanners.com,,Salesforce
9568040,,Bruce Santjer,,,bsantjer@wealthenhancement.com,,List import
163596,,Behdad Taher,,[Unknown],taherbehdad@yahoo.com,,
11041217,Inactive Investor,Doug Newman,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,dougnewman@statefarm.com,,Salesforce
9622889,,Ryan Anzuoni,,,ryanw4r@gmail.com,,List import
11000528,Inactive Investor,Malik Amine,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10826868,Inactive Investor,Jonathan Davis,,"MML Investors Services, LLC New York NY 90 Park Ave",jdavis@massmutual.com,,Salesforce
11093833,Inactive Investor,Douglas Reber,,"OneAmerica Securities, Inc.",,,Salesforce
192040,,Kendall Vollucci,,[Unknown],kendallchrissy@verizon.net,,source
234969,, -,,[[Unknown]],nitchmanp@gmail.com,,
11171189,Inactive Investor,Daniel Corey,,"Bankers Life Securities, Inc. Portland OR 6135 NE 80th Ave",daniel.corey@bankerslife.com,,Salesforce
9612131,,Ashish Mehta,,,ashish.mehta@notes.ntrs.com,,List import
61363,,Jared Gray,Financial Associate,Thrivent Investment Management Inc.,jared.gray@thrivent.com,636-549-4050,
10868636,Inactive Investor,James Campbell,First Vice President;Partner,"Wells Fargo Advisors Financial Network, LLC Conway AR 2501 Dave Ward Dr",jim.campbell@wellsfargoadvisors.com,,Salesforce
10434537,,Benjamin Holmes,,,ben5@rocketmail.com,,Web Form Fillout
10894627,Inactive Investor,Devon Johnson,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,devon.johnson@fidelity.com,,Salesforce
11208273,Inactive Investor,James Shuttleworth,Wealth Advisor,Thrivent Investment Management Inc. East Longmeadow MA 200 N Main St,jim.shuttleworth@thrivent.com,,Salesforce
11099765,Inactive Investor,Cameron Mcgregor,Financial Services Professional;Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",cameron.mcgregor@schwab.com,,Salesforce
9641981,,Gaby Larriva,,,gaby@omnivestgrp.com,,List import
10834437,Inactive Investor,Joshua Baltzer,,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 315 Manitoba Ave",josh.baltzer@wfafinet.com,,Salesforce
219446,,Anna Leaño,,[Unknown],aleano@outlook.com,,
198857,,Wallace Saunders,,[Unknown],wsaunders@centurytel.net,,Organic Search
106621,,Rechelle Carnes,,None,rechellemybelle@hotmail.com,4802318875,
10968189,Inactive Investor,Luke Harper,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11259886,Inactive Investor,Nichole Bazar,Registered Branch Associate,Edward Jones Abbeville LA 102 Thomas St,nichole.bazar@edwardjones.com,,Salesforce
10916855,Inactive Investor,Raymond Burstein,Financial Advisor,Edward Jones Concord NH 11 S Main St,raymond.burstein@edwardjones.com,,Salesforce
10833845,Inactive Investor,Joey Deitz,,"Mutual of Omaha Investor Services, Inc. Minneapolis MN 1700 W 82nd St",joey.deitz@mutualofomaha.com,,Salesforce
10988995,Inactive Investor,Hannah Uppal,,Interactive Brokers LLC Chicago IL 209 S La Salle St,huppal@interactivebrokers.com,,Salesforce
9576568,,Michael Krupa,,,michael.krupa@huntington.com,,List import
9466725,,Robert Millennium Trust Co LLC FBO Robert J Krushell Roth IRA,,Robert Krushell,robkrushell@yahoo.com,,Direct
11232743,Inactive Investor,Leigh Strickland,,Thrivent Investment Management Inc. Nashville TN 4900 Centennial Blvd,,,Salesforce
10795509,Inactive Investor,John McConnell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Clearwater FL 28100 US Hwy 19 N",john.s.mcconnell-iii@ampf.com,,Salesforce
9593935,,Trent Maus,,,tmaus@ofgltd.com,,List import
341776,,Patrick Ryan,"Senior Vice President, Investments",Cabot Properties L.p.,pryan@cabotprop.com,617-723-7400,Manual List Upload
45733,,Thomas Semanek,,PNC Investments,thomas.semanek@pnc.com,800-762-6111,
9541441,,Ola Yussuph,,,sunkhie006@gmail.com,,List import
11163065,Inactive Investor,Timothy Ulfig,Chief Executive Officer;Managing Member,Cherry Creek Family Offices,tim@ccfamilyoffices.com,,Salesforce
10530895,,Simon Mak,,,smak@smu.edu,,List Import
9584090,,Yen Nguyen,,,anh.nguyen@suntrust.com,,List import
9550695,,Raymond Ianni,,,ianni.ray@principal.com,,List import
10961671,Inactive Investor,Jacob Pankey,,J.P. Morgan Securities LLC Danville KY 237 W Main St,,,Salesforce
10911079,Inactive Investor,Jason Statuta,,LPL Financial LLC Charlottesville VA 408 E Market St,jason.statuta@lpl.com,,Salesforce
10854236,Inactive Investor,Matthew Stephenson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Walnut Creek CA 1676 N California Blvd",matt.stephenson@tiaa.org,,Salesforce
10982309,Inactive Investor,Sagar Singh,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Pleasanton CA 4767 Hopyard Rd",sagar.singh@wellsfargo.com,,Salesforce
11217010,,Martin Schamis,,,mschamis@janney.com,,Other
10762560,Inactive Investor,Chase Parry,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",chase.parry@wellsfargoadvisors.com,,Salesforce
10815371,Inactive Investor,Yvette Ruiz,Financial Advisor,Edward Jones Locust Grove VA 4207 Germanna Hwy,yvette.ruiz@edwardjones.com,,Salesforce
10769102,Inactive Investor,Daniel Thomas,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10823886,Inactive Investor,Michael Cohen,,"Osaic Wealth, Inc. Toms River NJ 1559 Beaver Hollow Dr",,,Salesforce
9640161,,Avihay Weiss,,,avihay@lighthouse-fs.com,,List import
9635381,,Matthias Argenyi,,,matthias.argenyi@gardecapital.com,,List import
11060879,Inactive Investor,Michael Burns,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10947670,Inactive Investor,Austin Doolittle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11146114,Inactive Investor,Joseph Osherow,Vice President - Investments,"Wealth Management Associates, Inc.",josherow@wealthmanage.net,,Salesforce
10968717,Inactive Investor,Dominique Ross,,PFS Investments Inc. Aberdeen SD 23 6th Ave SW,dominiqueraeleeross@primerica.com,,Salesforce
11056729,Inactive Investor,Norman Ferrando,Financial Planning Director,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,ken.ferrando@morganstanley.com,,Salesforce
10618501,,Ernesto Aranda,,,ernesto.aranda@huntington.com,,List Import
11042110,Inactive Investor,Geoffrey Wendover,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lynnwood WA 19020 33rd Ave W",,,Salesforce
9630034,,David Weisglass,,,davidweisglass@gmail.com,,List import
10810758,Inactive Investor,Erik Sorenson,Financial Advisor;Member,"GPS Wealth Strategies Group, LLC Littleton CO 3939 E Arapahoe Rd",,,Salesforce
11121150,Inactive Investor,Robert Roach,,"St. Bernard Financial Services, Inc.",robert.roach@stbernardfinancial.com,,Salesforce
11002670,Inactive Investor,Joseph Portello,,NYLIFE Securities LLC New York NY 285 Fulton St,jportello@ft.newyorklife.com,,Salesforce
11038437,Inactive Investor,Yenifer Singh,,J.P. Morgan Securities LLC Gonzales LA 425 N Airline Hwy,yenifer.singh@jpmorgan.com,,Salesforce
10993626,Inactive Investor,Lucy Chen,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
63326,,Daniel Henning,"Chief Executive Officer, Managing Member, Regulatory Contact",HC Advisors LLC,dchenning@hc-adv.com,404-705-4593,
11235460,Inactive Investor,Matthews Salem,Financial Advisor;Insurance Planning Specialist;Paraplanner,"Sentinel Asset Management, LLC",matt@sam-ria.com,,Salesforce
8480815,,Steve Hose,,LPL,steve.hose@lpl.com,,List Import
11141188,Inactive Investor,Stephen McCarthy,Chief Compliance Officer;Owner;President;Principal,"McCarthy Asset Management, Inc.",steve@mamportfolios.com,,Salesforce
10960902,Inactive Investor,Raul Chapa Ugalde,,"Alterna Securities, Inc.",,,Salesforce
11064127,Inactive Investor,Nathan Morris,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10767051,Inactive Investor,Robert May,Assistant Secretary;Chief Financial Officer;Chief Investment Officer;Partner;Senior Portfolio Manager;Vice President,Trent Capital Management Inc Lexington KY 167 W Main St,rmay@trentcapital.com,,Salesforce
10920138,Inactive Investor,Eric Flaim,Chief Compliance Officer;Managing Director;Managing Partner,"Estate Planners of New England, LLC",,,Salesforce
9584798,,Kevin Harris,,,kevin.harris@thebankofsawealthadvisors.com,,List import
9618201,,Sarah Pasciucco,,,sarah.pasciucco@brcap.com,,List import
11130645,Inactive Investor,Leo Esses,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",leo.esses@ampf.com,,Salesforce
9594366,,Charles Mathys,,,cmathys@ubs.com,,List import
334359,,Craig Hart,,Mercer Global Advisors Inc.,chart@merceradvisors.com,(509) 444-7007,
11203532,Inactive Investor,Allison Kay,,Cetera Advisors LLC Tyler TX Private Residence,allison.kay@ceteraadvisors.com,,Salesforce
10587618,,Richard Hoehler,,,deergrade@outlook.com,,Web Form Fillout
9646444,,Ben Reynolds,,,breynolds@silvergate.com,,List import
9622717,,Lamont Artis,,,lartisl82@gmail.com,,List import
10801562,Inactive Investor,Steven Torrico,Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,steven.torrico@ubs.com,,Salesforce
11031308,Inactive Investor,Mark Vance,Financial Advisor,Edward Jones Saint Louis MO 10805 Sunset Office Dr,mark.vance@edwardjones.com,,Salesforce
1005248,Inactive Investor,Nathan Schmidt,Equity Analyst,Sterling Partners Equity Advisors LLC,nschmidt@sterlingpartnersequityadvisors.com,1-312-465-7000,3rd Party Lead Gen
10917522,Inactive Investor,Caitlin Kerswell,Financial Advisor,"Ameriprise Financial Services, LLC Worcester MA 324 Grove St",caitlin.peloquin@ampf.com,,Salesforce
10866983,Inactive Investor,Joel Reimers,,Sage Wealth Advisory,,,Salesforce
10477032,,Johnathan Douglas,,,johnathanabdouglas@gmail.com,,Web Form Fillout
11024496,Inactive Investor,Michael Swallow,,"Truist Investment Services, Inc. King of Prussia PA 150 S Warner Rd",,,Salesforce
10647484,,H Merrill,,,jmerrill@rockwoodequity.com,,List Import
11037860,Inactive Investor,David Almeida,,J.P. Morgan Securities LLC Mesquite TX 3611 Gus Thomasson Rd,david.castro-almeida@jpmorgan.com,,Salesforce
10864806,Inactive Investor,John Rogers,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",john.rogers@tiaa.org,,Salesforce
11109359,Inactive Investor,Jeff Johnson,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",,,Salesforce
11075508,Inactive Investor,Kaleigh Prentice,Member;Owner,"Prentice Financial Planning, LLC",kaleigh@prenticefp.com,,Salesforce
10769530,Inactive Investor,Robert Wilcsek,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",robert_wilcsek@ml.com,,Salesforce
11108475,Inactive Investor,Robert Minasian,Investment Advisor;Managing Member,"Personal Wealth Management, LLC",bobm@personalwealthmgt.com,,Salesforce
11003331,Inactive Investor,Stylianos Daoutidis,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
11133885,Inactive Investor,Jena Daake,Registered Client Service Associate,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,jena.daake@opco.com,,Salesforce
10952756,Inactive Investor,Jessica Ciccarelli,,"MML Investors Services, LLC Las Vegas NV Private Residence",,,Salesforce
9587742,,Jon Erdner,,,jerdner@itsconnect.com,,List import
10845404,Inactive Investor,Shelly Stich,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,shelly.stich@jpmorgan.com,,Salesforce
10772947,Inactive Investor,Andrew Kahner,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,andrew.kahner@ubs.com,,Salesforce
10945368,Inactive Investor,Ken Cavalluzzo,Chief Investment Officer;Managing Director;President,"CJK Capital Management, LLC",ken@cjkcapital.com,,Salesforce
11027212,Inactive Investor,Justin Hayes,,"Raymond James Financial Services, Inc. Reston VA 1818 Library St",justin.hayes@raymondjames.com,,Salesforce
10858025,Inactive Investor,Gregory Kimberling,,"Farmers Financial Solutions, LLC Moscow ID 114 E 5th St",gkimberling@farmersagent.com,,Salesforce
2146194,,Keyanda Bowie,,,south5star@aol.com,,
9567178,,Janet Campbell,,,janet@abundafinancial.com,,List import
11262100,Inactive Investor,Karen Maschhoff,,Broadview Capital Holdings LLC,,8644356947,Salesforce
214154,,Clarence Soh,,[Unknown],orbitant@gmail.com,,Paid Social
9584523,,Scott Racine,,,racines@hdvest.com,,List import
11190523,Inactive Investor,Andrew Robinson,Associate Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11072332,Inactive Investor,Jacob Renteria,,LPL Financial LLC Santa Rosa CA 1011 2nd St,,,Salesforce
10850823,Inactive Investor,Carl Thoenen,Investment Advisor Representative,Lincoln Investment Saint Louis MO 1805 Craigshire Rd,,,Salesforce
10809903,Inactive Investor,Nicholas Doro,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",nicholas_doro@ml.com,,Salesforce
11151859,Inactive Investor,Kristen Roy,Financial Advisor,"Ameriprise Financial Services, LLC Saline MI Private Residence",kristen.m.roy@ampf.com,,Salesforce
10873744,Inactive Investor,Kevin Johanson,Financial Advisor,LPL Financial LLC Fergus Falls MN 125 S Mill St,kevin.johanson@lpl.com,,Salesforce
11155220,Inactive Investor,Michelle Andrews,Senior Vice President,Key Investment Services LLC,michelle.andrews@key.com,,Salesforce
11022223,Inactive Investor,Timothy Zadzora,,Cetera Advisors LLC Meridian ID 1020 N Hickory Ave,tim.zadzora@ceteraadvisors.com,,Salesforce
10614619,,Michael Ullrich,"Financial Advisor, Principal",,michael.ullrich@raymondjames.com,,List Import
11086731,Inactive Investor,David Davis,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Austin TX 7545 Burnet Rd,david.d.davis@jpmorgan.com,,Salesforce
11163125,Inactive Investor,Joseph Christian,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",jchristian@financialguide.com,,Salesforce
183,,,,,frank9888@alice.it,,
11110591,Inactive Investor,Jesse Cregan,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",jesse.cregan@wellsfargoadvisors.com,,Salesforce
10753427,Inactive Investor,Rachel Wilder,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,rwilder@ft.newyorklife.com,,Salesforce
9628205,,Matthew Mcdermott,,,matt.mcdermott24@yahoo.com,,List import
10985940,Inactive Investor,Andres Carvallo,,Wealthfront Brokerage LLC,andrescarvallo@wealthfront.com,,Salesforce
10944250,Inactive Investor,Shreyas Thiagarajan,Associate Vice President,Rockefeller Financial LLC New York NY 510 Madison Ave,sthiagarajan@rockco.com,,Salesforce
11147920,Inactive Investor,Ashley Apanowicz,Client Specialist,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,aapanowicz@rwbaird.com,,Salesforce
10785153,Inactive Investor,Thuy Nguyen,Relationship Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
229513,, -,,[[Unknown]],mike@mikebaird.com,,
11081422,Inactive Investor,Harold McCoy,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",harold.mccoy@wellsfargoadvisors.com,,Salesforce
9567396,,David Ratcliffe,,,ratcliffe.david@principal.com,,List import
11153133,Inactive Investor,Bryan Dunst,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",bryan.dunst@ml.com,,Salesforce
10787190,Inactive Investor,Keith Henry,Regional Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,keith.henry@jpmorgan.com,,Salesforce
9540673,,Michael Miranda,,,michael.miranda@harrismycfo.com,,List Import
223505,,Wesley Gordon,Financial Advisor,Merrill Lynch Wealth Management,wesley.gordon@ml.com,,
11101841,Inactive Investor,Steven Dejoie,,J.P. Morgan Securities LLC Chicago IL 230 W Grand Ave,,,Salesforce
9589402,,Maureen Poole,,,maureen@smartcentsconsulting.com,,List import
11132417,Inactive Investor,Mathew Joy,,Goldman Sachs & Co.,,,Salesforce
9586630,,Megan Price,,,mprice@uscallc.com,,List import
9585797,,Justin Nelson,,,nelson.justin@principal.com,,List import
11091725,Inactive Investor,Andrew Lucking,Owner,Commonwealth Financial Network Saint Paul MN 2303 Waters Dr,,,Salesforce
10973058,Inactive Investor,Erin Li,,Emerson Equity LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11035671,Inactive Investor,Jason Glowski,Financial Advisor,Edward Jones Waverly NY Private Residence,jason.glowski@edwardjones.com,,Salesforce
11154192,Inactive Investor,Michael Goss,,"Equity Services, Inc. Leawood KS 6900 College Blvd",goss_michael@nlvmail.com,,Salesforce
10793918,Inactive Investor,Benjamin Ellis,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11048270,Inactive Investor,Keith Mueller,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,keith.mueller@ubs.com,,Salesforce
9543647,,Dot DiLorenzo,,,ddilorenzo@theusim.com,,List import
160478,,Elios Estienne,,[Unknown],eliosbz@gmail.com,,
10938746,Inactive Investor,Jude Barbiere,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",jude.barbiere@nm.com,,Salesforce
10931280,Inactive Investor,Scott Ebert,Senior Financial Representative,"Principal Securities, Inc. Menomonie WI 1421 Broadway St N",ebert.scott@principal.com,,Salesforce
10933517,Inactive Investor,Travis Allen,Chief Compliance Officer;Chief Executive Officer;President,Wealth Strategies Group,travis@wealthstrategiesgroup.com,,Salesforce
11068959,Inactive Investor,Scott Martin,,State Farm VP Management Corp.,,,Salesforce
6761797,,DIMYA WILLIAMS,,,vbjdsbi5432h@gmx.com,,Web Form Fillout
10615805,,Laura Stone,,,laura.b.stone@jpmorgan.com,,List Import
11152143,Inactive Investor,Michael Bartolotta,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",michael.bartolotta@ampf.com,,Salesforce
9555989,,Gary Bresien,,,gary.bresien@transamerica.com,,List import
11195881,Inactive Investor,Chad Labenz,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",chad.labenz@ml.com,,Salesforce
11034541,Inactive Investor,Dava Laxton,,PFS Investments Inc. Knoxville TN 11424B Kingston Pike,dava.laxton@primerica.com,,Salesforce
11189978,Inactive Investor,Kristopher Allen,,"Empower Financial Services, Inc Broken Arrow OK 4101 N Lions Pl",kristopher.allen@empower.com,,Salesforce
10920600,Inactive Investor,Philip Karlson,Chief Compliance Officer;Chief Investment Officer;President,"Graybill Wealth Management, Ltd.",pkarlson@graybillwealth.com,,Salesforce
11106338,Inactive Investor,Thomas Rosellini,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Lihue HI 4351 Kauila St,thomas.rosellini@ubs.com,,Salesforce
10909530,Inactive Investor,Mark Sonntag,Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",mark.sonntag@ampf.com,,Salesforce
10930740,Inactive Investor,Benjamin Haddorff,Financial Professional,LPL Financial LLC Germantown WI W175N11081 Stonewood Dr,benjamin.haddorff@lpl.com,,Salesforce
9641040,,KELLY NELSON,,,kelly@kellyhnelson.com,,List import
10925885,Inactive Investor,Kailee Garcia,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10924714,Inactive Investor,Fernando Costa,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
34238,,Michael Zaremsky,"First Vice President, Regional Head, Regional Head - Private Banking",Leumi Investment Services Inc.,michael.zaremsky@leumiusa.com,917-542-2343,
10963353,Inactive Investor,Katrina Jackson,,"Nationwide Securities, LLC",,,Salesforce
10920643,Inactive Investor,Samuel Bello,Managing Member,"BelloAdvisers, LLC",sam@belloadvisers.com,,Salesforce
10783022,Inactive Investor,Nancy Aadalen,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,nancy.aadalen@fidelity.com,,Salesforce
11069367,Inactive Investor,Stephen Surat,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,stephen.surat@fmr.com,,Salesforce
211877,,David Meinzenbach,,Financial Engines Advisors L.l.c.,dmeinzenbach@financialengines.com,(913) 319-8100,
11153433,Inactive Investor,Cesar Garcia,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",cgarcia@wisdirect.com,,Salesforce
10978029,Inactive Investor,Matthew Dufrene,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lake Charles LA 807 W Bayou Pines Dr",,,Salesforce
10896518,Inactive Investor,Kayla Rehnberg,Financial Advisor,Edward Jones Holdrege NE 608 4th Ave,kayla.rehnberg@edwardjones.com,,Salesforce
11106978,Inactive Investor,Glenn Crawford,Investment Advisor Representative,"Signature Resources Capital Management, LLC Pasadena CA 251 S Lake Ave",gcrawford@srcmadvisors.com,,Salesforce
9620067,,Shawn Holloway,,,sholloway1@gmail.com,,List import
198678,,rocky l,,[Unknown],ricky@homelodge.co.uk,,Organic Search
11051600,Inactive Investor,Stephen Pierson,Vice President - Investments,"Wealth Management Associates, Inc.",spierson@wealthmanage.net,,Salesforce
371226,,Matt Milner,,[Unknown],matt1milner@gmail.com,,source
11184547,Inactive Investor,Melissa Rippy,,"Allstate Financial Services, LLC Brighton CO 220 Pavilions Pl",,,Salesforce
11193803,Inactive Investor,Lucinda Crist,Financial Advisor;Vice President,Folger Nolan Fleming Douglas Incorporated,,,Salesforce
11115375,Inactive Investor,Kim Harris,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,kim.harris@primerica.com,,Salesforce
9553319,,Andre Serrano,,,andre.serrano93@gmail.com,,List import
333814,,Lisa Propatier,Executive Assistant,"Nautic Partners, Llc",lpropatier@nautic.com,401-278-6770,Manual List Upload
11115431,Inactive Investor,Matthew Larson,Financial Advisor,Edward Jones Alexandria MN 323 Broadway St,matt.larson@edwardjones.com,,Salesforce
11105561,Inactive Investor,Robert Burnham,,"Cambridge Investment Research, Inc. Radnor PA Private Residence",,,Salesforce
10827849,Inactive Investor,Susan Birnberg,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,susan.birnberg@jpmorgan.com,,Salesforce
9578366,,Regina Beatty,,,regina.beatty@lfg.com,,List import
11054145,Inactive Investor,Dawud Thompson,,Fidelity Brokerage Services LLC,,,Salesforce
10878838,Inactive Investor,Karyn Beltran-Medina,,"U.S. Bancorp Investments, Inc. Bakersfield CA 5400 Stockdale Hwy",karyn.beltranmedina@usbank.com,,Salesforce
11038878,Inactive Investor,Stephen Risk,,J.P. Morgan Securities LLC Fort Wayne IN 5944 W Jefferson Blvd,,,Salesforce
11089133,Inactive Investor,Dwight West,,UBS Financial Services Inc. Denver CO 4600 S Ulster St,dwight.west@ubs.com,,Salesforce
9548936,,Eric Sands,,,eric.sands@myavantax.com,,List import
9616115,,Joanna Gallegos,,BondBloxx,joanna.gallegos@bondbloxxetf.com,,List import
10849514,Inactive Investor,Henry Pilger,,"ValMark Securities, Inc. Larkspur CA Private Residence",,,Salesforce
10646798,,Richard Todd,,,rtodd@innovestinc.com,,List Import
6869928,,Latas Barnes,,,9cqfan0ui7@temporary-mail.net,,Web Form Fillout
11051131,Inactive Investor,Jesse Dietrick,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",jesse.r.dietrick@nm.com,,Salesforce
11205348,Inactive Investor,Timothy Shaughnessy,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",timothy.shaughnessy@ml.com,,Salesforce
10833377,Inactive Investor,Edward Denning,Financial Planner,"Osaic FA, Inc. Rochester NY 200 Meridian Centre Blvd",edward.denning@lfg.com,,Salesforce
11080636,Inactive Investor,Ryan Fuehrer,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",ryan.fuehrer@equitable.com,,Salesforce
11112444,Inactive Investor,Rachel Jones,Client Associate,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,,,Salesforce
204185,,William Phipps,,[Unknown],willcphipps@gmail.com,,
11038883,Inactive Investor,Phuong Anh Phan,,J.P. Morgan Securities LLC Kirkland WA 6811 132nd Ave NE,phuong-anh.phan@jpmorgan.com,,Salesforce
10888830,Inactive Investor,Robert Bridel,,"Redhawk Wealth Advisors, Inc. Cedar Park TX 930 S Bell Blvd",,,Salesforce
11071850,Inactive Investor,Todd Murray,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11179033,Inactive Investor,Clive Buchan,Financial Advisor;Managing Director;Portfolio Manager,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",grady.buchan@rbc.com,,Salesforce
11019088,Inactive Investor,Aileen Ramirez,,J.P. Morgan Securities LLC Lorain OH 2232 Fairless Dr,aileen.ramirez@jpmorgan.com,,Salesforce
10939584,Inactive Investor,Bryan Dearden,Financial Advisor,PlanMember Securities Corporation,,,Salesforce
170021,,Rick Barbieri,,[Unknown],rbarbierijr@hotmail.com,,Organic Search
10852118,Inactive Investor,Sami Aslam,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 1275 Lexington Ave",sami.aslam@ml.com,,Salesforce
10808815,Inactive Investor,Brenda Campbell,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",brenda.campbell@ml.com,,Salesforce
9581037,,Nathan Wangler,,,nathan.wangler@53.com,,List import
11231587,Inactive Investor,Richard Wilt,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",,,Salesforce
10843130,Inactive Investor,Edwin Milner,Senior Financial Advisor,"Cadaret, Grant & Co., Inc. Jericho NY 500 N Broadway",,,Salesforce
231049,, -,,[[Unknown]],shootsbooz@yahoo.com,,Direct
11080325,Inactive Investor,Carissa Foster,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,carissa.smith@primerica.com,,Salesforce
11129849,Inactive Investor,Gregory Uss,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntington Station NY 50 W Jericho Tpke",greg.uss@schwab.com,,Salesforce
9563928,,Andrew Ariens,,,aariens@standringfis.com,,List import
10840314,Inactive Investor,Nikki Cerone,Associate Director;Business Analyst,UBS Financial Services Inc. New York NY 299 Park Ave,nikki.cerone@ubs.com,,Salesforce
10769674,Inactive Investor,Stacia Howard-Gentry,,Hilltop Securities Inc. Monterey CA 24560 Silver Cloud Ct,showard@swst.com,,Salesforce
10964748,Inactive Investor,Jeremiah Schalk,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",jeremiah.schalk@tfaconnect.com,,Salesforce
10800755,Inactive Investor,Dennis Brodeur,Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Traverse City MI 315 N Division St",dennis.brodeur@raymondjames.com,,Salesforce
10616805,,Eric Isakson,,,eric.isakson@edwardjones.com,,List Import
10960781,Inactive Investor,Christopher Choruby,,"Allstate Financial Services, LLC Sandy OR 35900 Industrial Way",a024343@allstate.com,,Salesforce
9614259,,Bryan Mascoe,,,bmascoe@phn.com,,List import
11092380,Inactive Investor,Vincent Mesker,Senior Client Service Associate,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,vincent.mesker@ubs.com,,Salesforce
11037792,Inactive Investor,Matthew Pirollo,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",matthew.pirollo@wellsfargo.com,,Salesforce
11022377,Inactive Investor,Mark Bogdon,Senior Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10980124,Inactive Investor,Ronald Barnett,,"Allstate Financial Services, LLC Nokomis FL 997 Tamiami Trl N",ronaldbarnett@allstate.com,,Salesforce
9631428,,Nate Baker,,,nathancbaker@yahoo.com,,List import
10967904,Inactive Investor,Nathan Clausen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11220981,,Edward Clissold,,,eclissold@ndr.com,,List Import
90221,,Csaba Ilko,,Not associated to any company,csibi1985@gmail.com, +421 918 775 094,
10960681,Inactive Investor,Geri-Ann Wogram,,Vanguard Marketing Corporation,geri-ann_wogram@vanguard.com,,Salesforce
11071748,Inactive Investor,Felix Serrano,,"Cambridge Investment Research, Inc. Norwalk CT 50 Washington St",,,Salesforce
10859126,Inactive Investor,Thomas Bonvissuto,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,"Intero Financial Planning, LLC",tom@interofp.com,,Salesforce
10925049,Inactive Investor,Howard Armstrong,,The O.N. Equity Sales Company Newburyport MA Private Residence,howard_armstrong@ohionational.com,,Salesforce
9558119,,Ernesto Keaney,,,ekeaney@aicinvest.com,,List import
11164737,Inactive Investor,Brian Lee,,Goldman Sachs & Co.,,,Salesforce
11064362,Inactive Investor,Jennifer Hilts,,"Cambridge Investment Research, Inc. Englewood CO 7200 E Dry Creek Rd",,,Salesforce
10934311,Inactive Investor,Bethany Davis,,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",bethany.davis@ampf.com,,Salesforce
10834053,Inactive Investor,Robert Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Edmonds WA 100 2nd Ave S",,,Salesforce
10879779,Inactive Investor,Eric Zehnder,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Orland Park IL 14225 S 95th Ave",eric.zehnder@schwab.com,,Salesforce
11211577,Inactive Investor,Peter Sampson,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,psampson@janney.com,,Salesforce
10920044,Inactive Investor,Daina Sarafin,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,daina.sarafin@primerica.com,,Salesforce
10980408,Inactive Investor,Brooke Boone,Wealth Management Associate,Weatherly Asset Management,brooke@weatherlyassetmgt.com,,Salesforce
11155209,Inactive Investor,Paul Ferguson,Financial Advisor,"American Independent Securities Group, LLC Edmonds WA 144 Railroad Ave",pferguson@aisgadvisor.com,,Salesforce
227195,, -,,[Unknown],jgirl2683@gmail.com,,
191010,,Fabian Bello,,[Unknown],fbello@journeyflight.com,,source
11094336,Inactive Investor,Corey Somarriba,Field Support Governance Manager;Vice President,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",corey.somarriba@wellsfargoadvisors.com,,Salesforce
10961362,Inactive Investor,Hayden Teruya,,"Osaic Wealth, Inc. Honolulu HI 615 Piikoi St",,,Salesforce
10794316,Inactive Investor,Joseph Lauricella,Managing Director - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,joseph.lauricella@ubs.com,,Salesforce
9633702,,Vipul Chokshi,,,vchokshi1@gmail.com,,List import
10970097,Inactive Investor,Alexander Mendoza,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10788799,Inactive Investor,John Hafner,Managing Director,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,jack.hafner@jpmorgan.com,,Salesforce
10647695,,Raphael Martorello,,,martorello@lgadvisors.com,,List Import
9569854,,Zachary Goumas,,,zachary.goumas@citizensbank.com,,List import
10865896,Inactive Investor,Julian Gambino,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9606559,,José Tezei,,,tezei.jose@gmail.com,,List import
11170421,Inactive Investor,Lori Woznick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",lori.woznick@ml.com,,Salesforce
11060198,Inactive Investor,Heather Balfour,,Fidelity Brokerage Services LLC,heather.balfour@fidelity.com,,Salesforce
9611393,,Nick Rouches,,,nr174@ntrs.com,,List import
11231122,Inactive Investor,Macy Davis,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",macy.davis@equitable.com,,Salesforce
10770473,Inactive Investor,John Fazio,Financial Advisor,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",john.v.fazio@wellsfargoadvisors.com,,Salesforce
10985612,Inactive Investor,Kip Stallcop,,"Bankers Life Securities, Inc. Phoenix AZ 11811 N Tatum Blvd",kip.stallcop@bankerslife.com,,Salesforce
10835974,Inactive Investor,Jennifer Grant,Director,Morgan Stanley Hudson OH 36 E Streetsboro St,jennifer.grant@morganstanley.com,,Salesforce
9636962,,Saagar Gupta,,,saagar@sg3capital.com,,List import
10657331,,Katerina Arvanitis,,,katerina.arvanitis@chase.com,,List Import
11159210,Inactive Investor,Stephen Shanley,,"Northwestern Mutual Investment Services, LLC Edwards CO 105 Edwards Village Blvd",stephen.shanley@nm.com,,Salesforce
10760794,Inactive Investor,Christopher Moore,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 6226 Covington Rd",,,Salesforce
11075710,Inactive Investor,Vanessa Matsakoun,,J.P. Morgan Securities LLC Portland OR 2714 N Lombard St,vanessa.matsakoun@jpmorgan.com,,Salesforce
11173288,Inactive Investor,Richard Tesh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",,,Salesforce
11229449,Inactive Investor,Bryce Adams,Wealth Management Associate,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",bryce.adams@raymondjames.com,,Salesforce
10618199,,Caroline Rennemann,,,carrie.rennemann@thrivent.com,,List Import
11043211,Inactive Investor,John Werner,,LPL Financial LLC Luxemburg WI 195 Center Dr,john.werner@lpl.com,,Salesforce
11122433,Inactive Investor,Jonathan Nechodom,,"Grove Point Investments, LLC",,,Salesforce
11044233,Inactive Investor,Craig Crawley,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",craig.crawley@wellsfargoadvisors.com,,Salesforce
1004580,Inactive Investor,Parker Owen,,Parker Owen,parkerso2013@me.com,,
9594677,,Marc Seidner,,,marc.seidner@pimco.com,,List import
11134075,Inactive Investor,Michael Stallone,Financial Advisor,"Ameriprise Financial Services, LLC Westbury NY 1600 Stewart Ave",michael.x.stallone@ampf.com,,Salesforce
9555305,,Kelly Tischart,,,kelly.l.tischart@huntington.com,,List import
11083626,Inactive Investor,Jack O'Connor,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jack.r.oconnor@nm.com,,Salesforce
11254506,Inactive Investor,Grant Mcdonald,,Evercore Group L.L.C.,,,Salesforce
10878484,Inactive Investor,Roger Evanish,Independent Advisor;Retirement Specialist,"Virtue Capital Management, LLC Clearwater FL Private Residence",,,Salesforce
10769560,Inactive Investor,Michael Toth,Senior Vice President - Wealth Management,UBS Financial Services Inc. Grand Rapids MI 333 Bridge St NW,michael.toth@ubs.com,,Salesforce
10785607,Inactive Investor,Veronica Schreiver,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,veronica.schreiver@fidelity.com,,Salesforce
10891915,Inactive Investor,Thomas Steele,,LPL Financial LLC Lake Preston SD Private Residence,thomas.steele@lpl.com,,Salesforce
11154220,Inactive Investor,Yama Sidiqi,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,yama.sidiqi@gs.com,,Salesforce
9568304,,Oscar Calcaterra,,,calcaterra@gmail.com,,List import
11200616,Inactive Investor,John Sumner,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,john.sumner@morganstanley.com,,Salesforce
9619313,,Benjamin Z Mikus,,,analizetrga@gmail.com,,List import
223452,,Keegan Therrien,Vice President,"Connor, Clark &  Lunn Private Capital Ltd.",ktherrien@cclgroup.com,,
10574854,,Jor Trac,,,joetracphone@gmail.com,,Web Form Fillout
11186761,Inactive Investor,Walter Mcpherson,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10908856,Inactive Investor,Johnny Bland,,"Mutual of Omaha Investor Services, Inc. Raymond MS Private Residence",johnny.bland@mutualofomaha.com,,Salesforce
10901994,Inactive Investor,Richard Jackson,,"M Holdings Securities, Inc. Dallas TX 901 Main St",,,Salesforce
10999439,Inactive Investor,Kevin Hickey,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,kjhickey@ft.newyorklife.com,,Salesforce
11146519,Inactive Investor,Erin Stewart,Senior Client Service Associate,Morgan Stanley Tacoma WA 1301 A St,erin.stewart@ms.com,,Salesforce
11064223,Inactive Investor,Geri Cuicci,,J.P. Morgan Securities LLC Montvale NJ 58 Farm Vw,geri.cuicci@chase.com,,Salesforce
11078902,Inactive Investor,Michael Schaunaman,,"U.S. Bancorp Investments, Inc. Kansas City MO 200 NE Vivion Rd",michael.schaunaman@usbank.com,,Salesforce
11016370,Inactive Investor,Ryan O'Connor,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Buffalo NY 4085 Seneca St",ryan.p.oconnor@nm.com,,Salesforce
11149493,Inactive Investor,Robert Newell,,"Allstate Financial Services, LLC Farmingville NY 640 Horseblock Rd",robertnewell1@allstate.com,,Salesforce
11199126,Inactive Investor,Eduardo Rosales,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Humble TX 19747 Hwy 59 N,eduardo.x.rosales@jpmorgan.com,,Salesforce
11031175,Inactive Investor,Lauren Kennedy,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",lauren.kennedy@nm.com,,Salesforce
10819549,Inactive Investor,Michelle Manzetti,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",michelle.manzetti@nm.com,,Salesforce
11079464,Inactive Investor,Lauren Romaguera,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",lauren.lucas@schwab.com,,Salesforce
344582,,David Christian,"Managing Member, Founding Partner, Managing Director","Cable Hill Partners, Llc",david@cablehill.com,888-313-0417,Manual List Upload
10982608,Inactive Investor,Timothy Etzel,,"Ameriprise Financial Services, LLC North Dartmouth MA 662 State Rd",timothy.etzel@ampf.com,,Salesforce
10920121,Inactive Investor,Adam Funk,Founder;Managing Member,"Savings Coach, LLC",,,Salesforce
11009335,Inactive Investor,Gerald Rife,Financial Professional,"Equitable Advisors, LLC Lisle IL 1440 Maple Ave",gerald.rife@equitable.com,,Salesforce
11014505,Inactive Investor,Aidan Chaparro,,Key Investment Services LLC Seattle WA 2401 34th Ave W,aidan.chaparro@key.com,,Salesforce
9572110,,David Vargas,,,davidfelipe15@hotmail.com,,List import
9585767,,Kevin Meagher,,,kmeagher@advisor.fidelity.com,,List import
10995243,Inactive Investor,Eric Hirsch,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
9586610,,jin lee,,,kjkj252@naver.com,,List import
9586853,,Patricia Larson,,,patricia.larson@svaplumb.com,,List import
10871754,Inactive Investor,Julie Nowak,,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,julie.nowak@jpmorgan.com,,Salesforce
9637321,,Eileen Maronde,,,emaronde@gmail.com,,List import
9580634,,Krishna Sriram,,,krishna@quantstamp.com,,List import
3868270,,Detra Montgomery,,,montgomerydetra4@gmail.com,,Web Form Fillout
248243,,Tim Wampler,Project Engineering Lead,Chevron,twam628@gmail.com,,Manual List Upload
10775976,Inactive Investor,Katen Rubeo,,Morgan Stanley,katen.fletcher@morganstanley.com,,Salesforce
346632,,Stan Christensen,,Mcmill Cpa And Advisors,stanc@wealthfirm.info,402-371-1160,Manual List Upload
11154722,Inactive Investor,Charles Ferretti,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
129363,,Jeffrey Cram,,Financial Engines Advisors L.l.c.,jcram@financialengines.com,(913) 319-8100,
9637233,,Jeffrey Macdonagh,,,jeffrey@grandfield-dodd.com,,List import
9593250,,Lucas Jing,,,lucasjingsg@gmail.com,,List import
9591605,,David Grigsby,,,dmgrigsby@tahoo.com,,List import
10865125,Inactive Investor,Christine Tessereau,,State Farm VP Management Corp. Saint Louis MO 7142 Villanova Plz,,,Salesforce
11200653,Inactive Investor,Mergim Elezi,Chief Compliance Officer;Founding Partner;Managing Member,Adriatic Wealth Management LLC Stamford CT 1266 E Main St,mergim@adriaticwealth.com,,Salesforce
10866770,Inactive Investor,Daniel Bruckner,,HSBC Securities (USA) Inc. Chicago IL 227 W Monroe St,,,Salesforce
235794,, -,,[[Unknown]],ajfalk1@hotmail.com,,
11197257,Inactive Investor,Kathryn Sanchez,Financial Advisor,"Pruco Securities, LLC. La Jolla CA 888 Prospect St",kathryn.stazko@prudential.com,,Salesforce
11209998,Inactive Investor,Joseph Falcone,,Edward Jones Cape Coral FL 234 Del Prado Blvd N,joseph.falcone@edwardjones.com,,Salesforce
235063,,Brian Yuskevich -,,Brian Yuskevich [[Unknown]],byuskevich@verizon.net,,Content
11079550,Inactive Investor,Sonja Massak,,"Frost Brokerage Services, Inc.",smassak@frostbank.com,,Salesforce
11233887,Inactive Investor,Elizabeth Neal,Client Service Associate,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",elizabethneal@financialguide.com,,Salesforce
11064203,Inactive Investor,Joshua Nelson,Financial Advisor,Edward Jones Garnett KS 112 E 5th Ave,josh.nelson@edwardjones.com,,Salesforce
11033289,Inactive Investor,Mary Kimbrough,,LPL Financial LLC Centerville GA Private Residence,lois.lockett@lpl.com,,Salesforce
9617282,,Ashley Schena,,,caro.robbins@mail.com,,List import
10786971,Inactive Investor,Mary Nolan,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",mary.nolan@ml.com,,Salesforce
11169458,Inactive Investor,E Gallenstein,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",efred_gallenstein@ml.com,,Salesforce
10659514,,Mercedes Arcos,,,mercedes.arcos@chase.com,,List Import
11093951,Inactive Investor,Steven King,Branch Manager,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",sking@ampf.com,,Salesforce
10966651,Inactive Investor,Terry Reese,,J.P. Morgan Securities LLC Acworth GA 1775 Mars Hill Rd NW,terry.reese@jpmorgan.com,,Salesforce
10859557,Inactive Investor,Alicia Hyland,,"Empower Financial Services, Inc Keller TX Private Residence",alicia.hyland@empower.com,,Salesforce
10802967,Inactive Investor,David Schimberg,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",david.schimberg@nm.com,,Salesforce
11078468,Inactive Investor,Matthew Wild,,LPL Financial LLC Oak Brook IL 2021 Midwest Rd,matthew.wild@lpl.com,,Salesforce
10874158,Inactive Investor,Renee Gwyther,,Cetera Advisor Networks LLC Albuquerque NM 3901 Georgia St NE,gwytherr@ceteranetworks.com,,Salesforce
10861773,Inactive Investor,Ashton Love,Investment Executive,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,alove@investdavenport.com,,Salesforce
10777586,Inactive Investor,Lee Eybel,Financial Planning Specialist;Institutional Consultant,Morgan Stanley Baltimore MD 1201 Wills St,lee.eybel@morganstanley.com,,Salesforce
10957553,Inactive Investor,Mark Silverstone,,"Allstate Financial Services, LLC San Diego CA 9845 Erma Rd",marksilverstone@allstate.com,,Salesforce
10858276,Inactive Investor,Allen Freis,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",allen.freis@nm.com,,Salesforce
11012729,Inactive Investor,Evan Hill,,"Allstate Financial Services, LLC Bozeman MT 2504 W Main St",evanhill@allstate.com,,Salesforce
9602598,,Venkat sreepada,,,sreepada123@gmail.com,,List import
9578775,,William Liberman,,,wliberman@massmutual.com,,List import
10867932,Inactive Investor,Aliza Jacob,,Citigroup Global Markets Inc.,,,Salesforce
10945165,Inactive Investor,Kelly Wood,Financial Advisor,Edward Jones McKinleyville CA 1533 City Center Rd,,,Salesforce
9550446,,Lucas Rosen,,,lrosen@schottenfeld.com,,List import
11213292,Inactive Investor,Kristi Brooks,,Fidelity Brokerage Services LLC San Diego CA 16656 Bernardo Center Dr,kristi.brooks@fmr.com,,Salesforce
210656,,Sean Wood,,[Unknown],seanpwood@hotmail.com,,
10923615,Inactive Investor,Marc Fatula,,"Citizens Securities, Inc.",marc.j.fatula@ccoinvest.com,,Salesforce
10895586,Inactive Investor,Matthew Van Hekken,,"Charles Schwab & Co., Inc. Grand Rapids MI 4300 Cascade Rd SE",,,Salesforce
10489405,,Abigail Valentine,"High Net Worth Financial Advisor, Senior High Net Worth Financial Advisor","Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",abigail_rehfeld@vanguard.com,,List Import
10814970,Inactive Investor,Dennis Lange,,PFS Investments Inc. New Bern NC 1406 Neuse Blvd,dennis.lange@primerica.com,,Salesforce
248628,,Rahul Magan,Group CEO & PE,Treasury Consulting Group (TCG),rahul.magan@treasuryconsulting.in,,Manual List Upload
11238257,Inactive Investor,Matt Meyer,,"DDS INVESTMENT MANAGEMENT, INC.",mmeyer@ddscpa.com,,Salesforce
11057430,Inactive Investor,Yifei Peng,,J.P. Morgan Securities LLC Littleton CO 9350 S Colorado Blvd,yifei.peng@jpmorgan.com,,Salesforce
10999433,Inactive Investor,Stephan Szilvasi,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
11059455,Inactive Investor,Ryan Drake,Managing Member;President;Principal;Regulatory Contact,Commonwealth Retirement Investments LLC,ryan@cwealthra.com,,Salesforce
11139286,Inactive Investor,Matthew Ask,,"Raymond James Financial Services, Inc. Detroit Lakes MN 115 Holmes St E",matthew.ask@raymondjames.com,,Salesforce
11005960,Inactive Investor,Christopher Stone,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
10812426,Inactive Investor,Amy Lofgren,Senior Client Specialist,Robert W. Baird & Co. Incorporated Chippewa Falls WI Private Residence,alofgren@rwbaird.com,,Salesforce
234298,, -,,[[Unknown]],misc00river@gmail.com,,Organic Search
10850675,Inactive Investor,Joseph Raymond,,J.P. Morgan Securities LLC Madison CT 634 Boston Post Rd,joseph.raymond@jpmorgan.com,,Salesforce
9636797,,David Wilson,,,david@matsonfinancialadvisors.com,,List import
11087651,Inactive Investor,Vickie Carpenter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
11011420,Inactive Investor,Kevin From,,"Principal Securities, Inc. Aurora NE 1210 L St",from.kevin@principal.com,,Salesforce
152294,,David Parrish,,[Unknown],truformdave@aol.com,,Organic Search
11172186,Inactive Investor,Nicole Humenik,,PFS Investments Inc. Brooklyn NY 42 West St,nicole.watmuff@primerica.com,,Salesforce
205480,,Michael Safruk,,[Unknown],mike@safruk.com,,
10955655,Inactive Investor,Tyler Kossow,,Thrivent Investment Management Inc. Archbold OH 20355 County Road X,tyler.kossow@thrivent.com,,Salesforce
10895729,Inactive Investor,Alan Vasey,,State Farm VP Management Corp. Tucson AZ 101 S Pantano Rd,,,Salesforce
11019955,Inactive Investor,Renu Sidgal,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",renu.sidgal@tfaconnect.com,,Salesforce
10983063,Inactive Investor,Samuel Kust,Chief Compliance Officer;Managing Member,"Fidelis Wealth Management, LLC Dania Beach FL 35 SE 12th St",,,Salesforce
10833579,Inactive Investor,Scott Lazarus,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,scott.m.lazarus@morganstanley.com,,Salesforce
10814380,Inactive Investor,Richard Ruffino,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",richard.ruffino@wellsfargoadvisors.com,,Salesforce
372713,,Brian Broderick,,United States,carriagegreens@gmail.com,,source
10812580,Inactive Investor,Leasha Rutschman,,"OFG Financial Services, Inc.",leasharutschman@ofgfinancial.com,,Salesforce
10830920,Inactive Investor,Ann-Margret Noble,,"HighTower Securities, LLC Scottsdale AZ 17200 N Perimeter Dr",anoble@hightoweradvisors.com,,Salesforce
9540697,,Greg Heuss,,,greg@counterpointe.io,,List Import
11209559,Inactive Investor,Bradley Atkinson,Financial Advisor,Edward Jones Longmont CO 1630 Dry Creek Dr,brad.atkinson@edwardjones.com,,Salesforce
9556551,,Cindy Graham,,,cgraham123@aol.com,,List import
9640683,,Pak Long Ling,,,hlqfgod@connect.hku.hk,,List import
9569371,,Wilbur Kukes,,,wleroyk41@gmail.com,,List import
9579931,,Quentin Wasser,,,quickwasterem@gmail.com,,List import
10769016,Inactive Investor,Eugenia Morezzi,Regional Vice President,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,eugenia.morezzi@primerica.com,,Salesforce
10976120,Inactive Investor,Lyrik Derico,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,lyrikdarlenewilliams@primerica.com,,Salesforce
83026,,Doruk Güvener,,I am an individual,dorukguvener@gmail.com,(530) 580-9981,
11254605,Inactive Investor,Rorie Simpson,,Evercore Group L.L.C.,,,Salesforce
11187096,Inactive Investor,Justin Kiddy,,"Avantax Investment Services, Inc. Mount Pleasant SC 1156 Bowman Rd",,,Salesforce
10847491,Inactive Investor,Gary Nicksa,Financial Advisor,Edward Jones Thomaston CT 76 Watertown Rd,gary.nicksa@edwardjones.com,,Salesforce
239133,,Dillon Kyser,,[Unknown],dkayser@d2klogistics.com,,Direct
11260948,Inactive Investor,Nathaniel Russell,,Emerson Equity LLC Delaware OH 40 N Sandusky St,,,Salesforce
10486523,,Tai Chu,,Beaird Harris,trinhchu@hotmail.com,,List Import
10762440,Inactive Investor,William Bayba,,Cetera Financial Specialists LLC Albany NY 1573 Central Ave,william.bayba@ceterafs.com,,Salesforce
10842376,Inactive Investor,Leonora Brisotti,,"MML Investors Services, LLC W. Bay Shore NY Private Residence",lbrisotti@massmutual.com,,Salesforce
11032937,Inactive Investor,Benjamin Sernett,,"Northwestern Mutual Investment Services, LLC Cedar Falls IA 1025 Technology Pkwy",ben.sernett@nm.com,,Salesforce
10659906,,Vicki Zacher,,,vzacher@harborfs.com,,List Import
10925890,Inactive Investor,Cristhian Elenes Ramirez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cristhian_elenes-ramirez@vanguard.com,,Salesforce
9646955,,John Cemento,,,cementoanson@gmail.com,,List import
229138,, -,,[[Unknown]],nung2000@gmail.com,,
10759377,Inactive Investor,Cynthia Holder,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IN 320 W 8th St",cindy_holder@ml.com,,Salesforce
10871665,Inactive Investor,Thomas Gallagher,Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",gallaghert@financialguide.com,,Salesforce
9554643,,RCT USA,,,rctusa@protonmail.com,,List import
11138003,Inactive Investor,Nicholas Golebiowski,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",nicholas.golebiowski@nm.com,,Salesforce
11144589,Inactive Investor,Daniel Hack,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,daniel.hack@morganstanley.com,,Salesforce
10871555,Inactive Investor,Kylie Cagle,,"Osaic Wealth, Inc. Madison WI 6515 Grand Teton Plz",,,Salesforce
10834274,Inactive Investor,Richard Mindemann,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Binghamton NY 122 State St",mindemar@stifel.com,,Salesforce
10462709,,Joseph Dart,,,jdart28@gmail.com,,Web Form Fillout
10768900,Inactive Investor,Patrick Callaghan,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",patrick.callaghan@wellsfargoadvisors.com,,Salesforce
4312180,,John Doe,,,anon1123@gmx.com,,Web Form Fillout
11085251,Inactive Investor,Michael Coleman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Clearwater FL 626 Lakeview Rd",michael.coleman@tfaconnect.com,,Salesforce
4069060,,Linda Schulz,,,lcschulz@yahoo.com,5712975291,Web Form Fillout
9593031,,Eric Johnson,,,eric@seattlewm.com,,List import
349128,,David Petrucco,Managing Member,Backcast Partners Management Llc,dpetrucco@backcastpartners.com,212-332-5800,Manual List Upload
10804820,Inactive Investor,Robert Graef,Financial Planner,"Osaic FA, Inc. Wilton CT 20 Silvermine Woods",,,Salesforce
10510769,,Toby Thompson,Portfolio Manager,T. Rowe Price,toby.thompson@troweprice.com,,List Import
58411,,Patricia Taylor,Wealth Advisor,Insight Strategic Wealth Llc,ptaylor@ctmfin.com,865-777-2325,Manual List Upload
10857948,Inactive Investor,Lynn Scully,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Southbury CT 465 Heritage Rd",scullyl@stifel.com,,Salesforce
10794937,Inactive Investor,Nicole Stoufflet,,LPL Financial LLC New Orleans LA Private Residence,nicole.stoufflet@lpl.com,,Salesforce
9644751,,Noshad Shah,,,n.shah@mwam.com,,List import
10983661,Inactive Investor,Luilka Pichardo,,J.P. Morgan Securities LLC Maywood NJ 177 W Spring Valley Ave,luilka.pichardo@chase.com,,Salesforce
11130616,Inactive Investor,Adriene Price-Molvin,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Alexandria VA 6084 Franconia Rd",adriene.e.price-molvin@ampf.com,,Salesforce
11218895,,David Smith,,,dave@baxtercapitalmanagement.com,,Other
11174607,Inactive Investor,Lincoln Cameron,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",lincoln.cameron@equitable.com,,Salesforce
10822054,Inactive Investor,Stephen Powers,,PFS Investments Inc. Corona CA 255 E Rincon St,stephen.powers@primerica.com,,Salesforce
11254300,Inactive Investor,Jacob Ashitey,,"W&S Brokerage Services, Inc. College Park MD 9658 Baltimore Ave",,,Salesforce
11003585,Inactive Investor,David Rasch,,"ValMark Securities, Inc. Grand Rapids MI 5075 Cascade Rd SE",david@harvestwealthadvisors.net,,Salesforce
11140691,Inactive Investor,Carlos Camacho Garces,,Citigroup Global Markets Inc.,,,Salesforce
11075354,Inactive Investor,Michelle Breunig,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,michelle.breunig@gs.com,,Salesforce
10798601,Inactive Investor,Apostolos Lountzis,Chief Compliance Officer;Managing Member;President,"Lountzis Asset Management, LLC",,,Salesforce
10813397,Inactive Investor,Matthew Weber,Vice President,"Raymond James & Associates, Inc. Fayetteville AR 5 N West Ave",matthew.weber@raymondjames.com,,Salesforce
10750692,,Onyekachi Ekwuribe,,,onyekachi.ekwuribe66@gmail.com, +2348033935770,Web Form Fillout
11138495,Inactive Investor,Kenia Baptiste,,Morgan Stanley New York NY 1 New York Plz,kenia.baptiste@morganstanley.com,,Salesforce
11290677,,Sheldon Hoover,,,skhjr79@aol.com,,Web Form Fillout
10916397,Inactive Investor,Jordan Celkupa,Financial Advisor,LPL Financial LLC Red Bank NJ 188 E Bergen Pl,jordan.celkupa@lpl.com,,Salesforce
11009081,Inactive Investor,Cozeake Nelson,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,cnelson.ert05@primerica.com,,Salesforce
11040075,Inactive Investor,Brandt Gebel,,"Cambridge Investment Research, Inc. West Des Moines IA 1225 Jordan Creek Pkwy",,,Salesforce
10934584,Inactive Investor,Michael Cappel,,"Farmers Financial Solutions, LLC Cincinnati OH 3985 Race Rd",mcappel@farmersagent.com,,Salesforce
11075450,Inactive Investor,Gerald Crochet,Chief Investment Officer;Manager;Owner,Acadian Wealth Management,gerald@acadianwealthmanagement.com,,Salesforce
11173401,Inactive Investor,Derek Fox,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",derek.fox@schwab.com,,Salesforce
11011621,Inactive Investor,Caleb Faulk,,"Kestra Investment Services, LLC Springfield MO Private Residence",,,Salesforce
11192554,Inactive Investor,Alex Wren,Branch Manager;First Vice President,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",alex.wren@wellsfargoadvisors.com,,Salesforce
11020670,Inactive Investor,Brian Talkington,Wealth Management Advisor,"Scissortail Wealth Management, LLC",brian.talkington@scissortailwealth.com,,Salesforce
11133695,Inactive Investor,Xiaoyu Zhang,Investment Banking Associate Director,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,,,Salesforce
11072263,Inactive Investor,Gabriella Aguilar,Financial Advisor;Investment Executive,LPL Financial LLC Sherman TX 707 S Sam Rayburn Fwy,gabriella.aguilar@lpl.com,,Salesforce
238842,,aridinerman@gmail.com Dinerman,,[Unknown],aridinerman@gmail.com,,
9602323,,Ryan Oravetz,,,ryan.oravetz@personalcapital.com,,List import
11167056,Inactive Investor,David Hanvey,First Vice President - Wealth Management,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,david.hanvey@ubs.com,,Salesforce
10977654,Inactive Investor,Bismarck Ramirez,,J.P. Morgan Securities LLC Houston TX 175 Yale St,bismarck.ramirez@jpmorgan.com,,Salesforce
10508613,,Ali Hamza Virk,,,alihamzavirk110@gmail.com,,Web Form Fillout
10963689,Inactive Investor,Nicole Fountain-Woods,Director,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10809219,Inactive Investor,Cameron Ratcliff,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Denton TX 320 Eagle Dr",ratcliffc@stifel.com,,Salesforce
11136500,Inactive Investor,Caitlin Barron,,Presidio Merchant Partners LLC,cbarron@thepresidiogroup.com,,Salesforce
10786227,Inactive Investor,Melissa Mondragon,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,melissa.kaiser@fidelity.com,,Salesforce
10824218,Inactive Investor,Clifton Kelly,Financial Advisor;Vice President,"RBC Capital Markets, LLC Scottsdale AZ 11120 E Mission Ln",clifton.kelly@rbc.com,,Salesforce
10722918,,Adamu Adamu,,,adamugarkijunior625@gmail.com,,Web Form Fillout
11051097,Inactive Investor,Emmanuel Abrokwah,Assistant Vice President;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Los Altos CA 100 Main St",,,Salesforce
10890140,Inactive Investor,Daniel Long,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Topeka KS 5833 SW 29th St",,,Salesforce
9544877,,Ross Hikida,,,ross.hikida@thirdstreampartners.com,,List import
11032594,Inactive Investor,Donna Callahan,,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,donna.callahan@lpl.com,,Salesforce
11140477,Inactive Investor,Harry Lucke,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Ashland KY 1000 Ashland Dr,,,Salesforce
10611943,,Sayke Reilley,"Executive Director - Investments, Financial Advisor",,sayke.reilley@opco.com,,List Import
10972623,Inactive Investor,Jeffery Dickinson,,Goldman Sachs & Co.,,,Salesforce
10992285,Inactive Investor,Sarah Mahrous,,J.P. Morgan Securities LLC Madison NJ 2 Waverly Pl,sarah.alymahrous@chase.com,,Salesforce
179687,,Allen Erickson,Partner,[Unknown],ae@turtlelane.net, +1 774 893 4344,Database Upload
10915458,Inactive Investor,Jeffrey Martin,,Essex Securities LLC,jmartin@essexsecurities.com,,Salesforce
9620975,,Javier Pérez de Vargas,,,javiperezdevargas@live.com,,List import
11219507,,Lewis Wallensky,,,lewis.wallensky@lpl.com,,Other
11148407,Inactive Investor,Francie Teichman,,Fidelity Brokerage Services LLC Menifee CA Private Residence,francie.teichman@fmr.com,,Salesforce
10937614,Inactive Investor,Craig Weinstein,,"Concurrent Investment Advisors, LLC Walnut Creek CA 1444 N Main St",craig.weinstein@poweredbyconcurrent.com,,Salesforce
11176530,Inactive Investor,Cristian Colin,Financial Advisor,Edward Jones Covington GA 10195 Dearing St SE,cristian.colin@edwardjones.com,,Salesforce
11085915,Inactive Investor,Tyler Macbride,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Thornton CO 9680 Grant St",tyler.macbride@ml.com,,Salesforce
149895,,Serop Babikian,,[Unknown],serop56@gmail.com,,Webinar
10835474,Inactive Investor,Jonathan Harris,Chief Compliance Officer;Chief Executive Officer;Managing Member;Member;President,Black Point Wealth Management,jharris@bpwealthmgt.com,,Salesforce
11050802,Inactive Investor,Derek Hayes,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Henderson NV 4550 E Sunset Rd",derek.hayes@usbank.com,,Salesforce
9629277,,sdasdasdas Skakun,,,fakemail10013@gmail.com,,List import
10937142,Inactive Investor,Russell Charles,,PFS Investments Inc. Houston TX 3200 Wilcrest Dr,russell.charles@primerica.com,,Salesforce
153000,,dave travis,,[Unknown],dave@eonlinemedia.com,,
10950142,Inactive Investor,Jacob Ackerman,Financial Advisor,LPL Financial LLC Clearwater FL 111 N Belcher Rd,jake.ackerman@lpl.com,,Salesforce
10820869,Inactive Investor,Danilo Prada,Financial Advisor;Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 278 Indian Trce",danilo.prada@wellsfargo.com,,Salesforce
10821735,Inactive Investor,Tara Bitterly,Financial Advisor;Portfolio Manager,Morgan Stanley Red Bank NJ 20 Linden Pl,tara.bitterly@morganstanley.com,,Salesforce
9567412,,David Siebel,,,dsiebel@sagepointadvisor.com,,List import
11068091,Inactive Investor,Susan Tower,Client Relationship Manager;Financial Planning Assistant,"Ameriprise Financial Services, LLC Farmington MI 31555 W 14 Mile Rd",susan.l.tower@ampf.com,,Salesforce
10957909,Inactive Investor,Jacob Conklin,,Citigroup Global Markets Inc.,,,Salesforce
11165793,Inactive Investor,Christopher Lee,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",christopher.lee@tfaconnect.com,,Salesforce
9566824,,James Talton,,,james.talton@captrustadvisors.com,,List import
10787093,Inactive Investor,Justin Hussey,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,justin.hussey@fidelity.com,,Salesforce
10819785,Inactive Investor,Matthew Parker,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11233962,Inactive Investor,Brian Ackroyd,,"Osaic Wealth, Inc. Phoenix AZ 7250 N 16th St",,,Salesforce
10800631,Inactive Investor,Bradley Rosley,President,"Fortune Financial Group, Inc.",brad@fortunefinancialgroup.com,,Salesforce
374515,,Jorge Aguilo,Partner and Head of Asset Management Distribution - USA,Compass Group Llc,jaguilo@compassny.com,212-355-7630,Manual List Upload
10993068,Inactive Investor,William Bucher,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",bill.bucher@equitable.com,,Salesforce
348934,,Joshua Gregory,"Vice President, Treasurer",Korhorn Financial Group,jgregory@korhorn.com,574-247-5898,Manual List Upload
11098765,Inactive Investor,Thomas Royer,Financial Consultant;Founder,Brookstone Capital Management LLC Maitland FL 2600 Maitland Center Pkwy,,,Salesforce
11151064,Inactive Investor,Jinyu Shi,Financial Professional,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",jim.shi@tfaconnect.com,,Salesforce
10886754,Inactive Investor,Alan Becke,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",abecke@financialguide.com,,Salesforce
10764715,Inactive Investor,John Clark,Registered Principal;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Exton PA 707 Eagleview Blvd",jclark@wfafinet.com,,Salesforce
10813037,Inactive Investor,Shelli Green,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 13250 University Center Blvd",shelli.green@ml.com,,Salesforce
10648294,,Michael Davis,,,michael.davis@panoramicia.com,,List Import
10661835,,David Pedley,,,dpedley@treetopwm.com,,List Import
343012,,Tom Smithburg,Associate,Shore Capital Partners,tsmithburg@shorecp.com,312-348-7572,Manual List Upload
9634960,,Kathryn Pothier,Head Of Investor Relations,Trive Capital Management Llc,kathrynpothier@trivecapital.com,,List import
9582702,,Ricardo de Assaf,,,rassaf2411@gmail.com,,List import
11109718,Inactive Investor,Christopher Dack,,Goldman Sachs & Co. Seattle WA 401 Union St,christopher.dack@gs.com,,Salesforce
10992758,Inactive Investor,Ibiyemi Adebiyi,,PFS Investments Inc. Vidalia GA 206 Queen St,iadebiyi@primerica.com,,Salesforce
10962343,Inactive Investor,Lynda Romano,,PFS Investments Inc. Redlands CA 721 Nevada St,lromano@primerica.com,,Salesforce
11031573,Inactive Investor,Ivailo Grigorov,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",ivailo.grigorov@nm.com,,Salesforce
11036955,Inactive Investor,Valerie Jean,,NYLIFE Securities LLC Milwaukee WI 135 S 84th St,vjean@ft.newyorklife.com,,Salesforce
10611857,,J Shepard,"Executive Director, Financial Advisor",,j.shepard@morganstanley.com,,List Import
10968322,Inactive Investor,Conan Butterly,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",conan.butterly@tiaa.org,,Salesforce
9540530,,Justin Simmons,,,justin@bkcoincapital.com,,List Import
11210233,Inactive Investor,Patricio Panuncio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1001 E 2100 S",patricio.panuncio@ml.com,,Salesforce
336885,,Jonathan Booze,Senior Partner,"One Advisory Partners, Llc",jonathan.booze@sandersbooze.com,913-663-2376,Manual List Upload
10975745,Inactive Investor,Shavonna Smith,,"Empower Financial Services, Inc Point Pleasant NJ Private Residence",shavonna.smith@empower.com,,Salesforce
10620096,,Christine Peterson,,,cpeterson@wintrustwealth.com,,List Import
10614959,,Daniel Maniscalco,"Director - Alternative Investments, Financial Advisor, Portfolio Management Director, Senior Vice President",,daniel.maniscalco@morganstanley.com,,List Import
11218291,,Rob Hardy,,,robhardy@mobee.io,,Web Form Fillout
9540801,,Anjan Vinod,,Parafi General Fund LP,anjan.vinod@parafi.capital,,3rd Party Lead Gen
11089892,Inactive Investor,Priscilla Ferraris,,"Wells Fargo Clearing Services, LLC Fort Walton Beach FL 91 Racetrack Rd NW",,,Salesforce
9641934,,Brian Clay,,,bclay@claynortham.com,,List import
10912814,Inactive Investor,Matthew Casas,Analyst;Portfolio Manager,Saratoga Research & Investment Management,matthew@saratogarim.com,,Salesforce
11159284,Inactive Investor,Julius Fang,Premier Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",julius.fang@wellsfargo.com,,Salesforce
11071746,Inactive Investor,Bruce Sturgeon,Financial Advisor,"Ameriprise Financial Services, LLC Glenview IL 2400 Ravine Way",bruce.sturgeon@ampf.com,,Salesforce
10758922,Inactive Investor,Phillip Dupont,,Vanguard Marketing Corporation,phillip_dupont@vanguard.com,,Salesforce
10861492,Inactive Investor,Barry Sartain,Financial Advisor,Edward Jones Mabank TX 423 N Gun Barrel Ln,barry.sartain@edwardjones.com,,Salesforce
11051723,Inactive Investor,John Quinn,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11024010,Inactive Investor,Brian Buonamici,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,brian.buonamici@fmr.com,,Salesforce
344019,,Ron Ray,Financial Advisor,Mdx Wealth Management,ron@rayfinancialservicesllc.com,713-877-2526,Manual List Upload
10845402,Inactive Investor,Michele Meeks,,State Farm VP Management Corp. San Antonio TX 5890 De Zavala Rd,michele.hutto.cb5c@statefarm.com,,Salesforce
9591161,,Marc Pannone,,,box45@eriver.cn,,List import
10907264,Inactive Investor,Vicky Sin,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21550 Oxnard St",vicky.sin@tfaconnect.com,,Salesforce
11119026,Inactive Investor,Raymond Gutowski,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Devon PA 92 Lancaster Ave",raymond.gutowski@raymondjames.com,,Salesforce
10893053,Inactive Investor,Thomas Kanyok,,"Cambridge Investment Research, Inc. East Windsor CT 1 Pasco Dr",,,Salesforce
11140328,Inactive Investor,Jaeden Sanchez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11161386,Inactive Investor,Phillip Hobbs,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10489865,,Theresa Krupka,,Capital Analysts Frisco TX 6136 Frisco Square Blvd,theresa.krupka@aigretirement.com,,List Import
10488464,,John Rutledge,"Chief Financial Officer, Senior Vice President",Woods Capital Management LLC,jr@woodscapital.com,,List Import
11173670,Inactive Investor,James Dephillips,,"Grove Point Investments, LLC Sewickley PA 725 Chestnut Rd",jdephillips@hbeckinc.com,,Salesforce
10757125,Inactive Investor,Brittany Ingman,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",brittany.muse@ml.com,,Salesforce
11218430,,Yanling Sun,,,yanling.sun@jpmorgan.com,,List Import
11000252,Inactive Investor,Italo Hermoza Huaman,,PFS Investments Inc. Orlando FL 7550 Futures Dr,4vapf@primerica.com,,Salesforce
11070618,Inactive Investor,Stephen Simmons,Investment Advisor Representative,"Equity Services, Inc. Bennington VT 210 South St",ssimmons@nationallife.com,,Salesforce
370557,,Traci Pritchard,,United States,pritchard.traci@gmail.com,,Salesforce
10915345,Inactive Investor,Sharon Payne,,"Osaic Wealth, Inc. Torrance CA 19191 S Vermont Ave",,,Salesforce
9606961,,Stuart Miller,,,stumiller@pwausa.com,,List import
9577010,,Douglas Harman,,,doug.harman@unionbank.com,,List import
9592585,,Kevin Egan,,,kevin@callahancincy.com,,List import
10818811,Inactive Investor,Douglas Fletcher,,"Cambridge Investment Research, Inc. Cedar Park TX 3000 Polar Ln",,,Salesforce
10989851,Inactive Investor,Jeffrey Hjort,,Key Investment Services LLC Bellingham WA 1221 N State St,jeffrey.hjort@key.com,,Salesforce
10760159,Inactive Investor,Scott McDonald,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,scott.mcdonald@ubs.com,,Salesforce
10809621,Inactive Investor,John Schonberg,Board of Directors;Chief Investment Officer;Portfolio Manager,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,jschonberg@stonebridgecap.com,,Salesforce
11123794,Inactive Investor,Willow Seely,,J.P. Morgan Securities LLC Eureka CA 337 F St,willow.seely@chase.com,,Salesforce
10767995,Inactive Investor,Donald Brandon,Financial Advisor,Edward Jones Lindale TX 520 N Main St,regan.brandon@edwardjones.com,,Salesforce
9595332,,Jennifer Chung,,,jchung@bdfllc.com,,List import
11082698,Inactive Investor,Andrew Winningham,Associate Wealth Advisor;Lead Advisor;Partner,"Principia Wealth Advisory, LLC",,,Salesforce
11021659,Inactive Investor,Baker Humes,,J.P. Morgan Securities LLC Lexington KY 1824 Alysheba Way,baker.humes@jpmorgan.com,,Salesforce
10865898,Inactive Investor,Emily Lange,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,emily.lange@fmr.com,,Salesforce
10801059,Inactive Investor,Maureen Brading,Financial Advisor,LPL Financial LLC Muskegon MI 549 Seminole Rd,maureen.brading@lpl.com,,Salesforce
216782,,Paolo Galvani,,[Unknown],paolo@moneyfarm.com,,Event
11072702,Inactive Investor,Walter Fenner,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11105401,Inactive Investor,Rachel Meekhof,,"Charles Schwab & Co., Inc. Grand Rapids MI 4300 Cascade Rd SE",,,Salesforce
11199692,Inactive Investor,Jacob Wilson,,LPL Financial LLC Frisco TX 2500 Legacy Dr,jacob.wilson@lpl.com,,Salesforce
10880351,Inactive Investor,Mason Mccloskey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",mason.mccloskey@ml.com,,Salesforce
9551589,,Christopher Vogt,,,cvogt@pfh.de,,List import
11170050,Inactive Investor,Juana Diez De Onate,,J.P. Morgan Securities LLC New York NY 277 Park Ave,juana.diez-de-onate@jpmorgan.com,,Salesforce
10961427,Inactive Investor,Varsha Singh,,"Wells Fargo Clearing Services, LLC Austin TX 3216 W Braker Ln",,,Salesforce
9642889,,Andrew Douglad,,,andrew.douglas87@gmail.com,,List import
10919757,Inactive Investor,Brad Gravelle,,"Raymond James Financial Services, Inc. Albuquerque NM 4300 San Mateo Blvd NE",brad.gravelle@raymondjames.com,,Salesforce
10830257,Inactive Investor,William Leugers,,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,william.leugers@ubs.com,,Salesforce
10658358,,Nancy Horn,,,nancy.horn@morganstanley.com,,List Import
9567620,,Esteban Trevino,,,steve.trevino@gmail.com,,List import
10790736,Inactive Investor,Kenneth Fry,,LPL Financial LLC Mechanicsburg PA 1205 Manor Dr,kenneth.fry@lpl.com,,Salesforce
11112215,Inactive Investor,Dinh Khanh Duy Vo,,J.P. Morgan Securities LLC Sacramento CA 1631 Broadway,dinh-khanh.vo@jpmorgan.com,,Salesforce
11153334,Inactive Investor,Charles Weber,,"Packerland Brokerage Services, Inc.",chuck_weber@packerlandbrokerage.com,,Salesforce
211151,,Robert Goldberg,,[Unknown],ag.scarsdale@gmail.com,,Paid Social
11076547,Inactive Investor,Owen Horne,Wealth Management Analyst,Morgan Stanley,owen.horne@morganstanley.com,,Salesforce
10781297,Inactive Investor,Drake Sacks,Financial Advisor;Managing Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. Spring TX 2445 Technology Forest Blvd,,,Salesforce
9619215,,D W,,,dw@dwdwdw.com,,List import
10983119,Inactive Investor,Michelle Belesky,,State Farm VP Management Corp. Almont MI 214 N Main St,,,Salesforce
10809674,Inactive Investor,Chandra Minick,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
9574477,,Russell Wild,,,russell@globalportfolios.net,,List import
10950088,Inactive Investor,Anthony Kerins,Branch Manager;Private Client Banker,Key Investment Services LLC Brownsburg IN 757 N Green St,anthony_j_kerins@keybank.com,,Salesforce
10435221,,[Unknown],,,patrick@thebennetts.com,,Web Form Fillout
10937804,Inactive Investor,Robert Gladstein,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,rgladstein@ft.newyorklife.com,,Salesforce
10864724,Inactive Investor,Awa Njie,Regional Vice President,PFS Investments Inc. Wilmington DE 1203 N Orange St,anjie@primerica.com,,Salesforce
10928861,Inactive Investor,Edward Yesbeck,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10932380,Inactive Investor,Eric Ruthman,Chief Compliance Officer;Financial Advisor;Managing Partner;Owner;Regulatory Contact,"Phase Line Capital, LLC",eric.ruthman@phaselinecapital.com,,Salesforce
10767887,Inactive Investor,Paul Newman,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",paul.newman@wellsfargoadvisors.com,,Salesforce
345145,,David Daniel,Managing Partner,Summit Financial Wealth Advisors,david@summit-financial.com,337-232-1141,Manual List Upload
11070005,Inactive Investor,Richard Caruso,,"Cambridge Investment Research, Inc. Bristol CT 10 Main St",,,Salesforce
11005315,Inactive Investor,Katie Juhase,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10944254,Inactive Investor,Manuel Anger,,"Transamerica Financial Advisors, Inc Oxnard CA 1801 Solar Dr",m.anger@transamerica.com,,Salesforce
9590684,,Joe blow,,,lcdjames2016@gmail.com,,List import
9623728,,Patrick Hutchisnon,,,patrick.hutchinson97@gmail.com,,List import
10810326,Inactive Investor,Daniel Kiely,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 330 N Higgins Ave",daniel_kiely@ml.com,,Salesforce
11226630,,ED Kushma,,,edward.kushma@virtus.com,,Web Form Fillout
10803205,Inactive Investor,Harold Burech,Director;Financial Advisor;Senior Vice President,"Hazlett, Burt & Watson, Inc.",hburech@hazlettburt.com,,Salesforce
10973479,Inactive Investor,Amanda Cox,,"First Citizens Investor Services, Inc. Jacksonville NC 302B Western Blvd",amanda.cox@firstcitizens.com,,Salesforce
10992643,Inactive Investor,Jody Tuls,,PFS Investments Inc. Kalamazoo MI 6376 Quail Run Dr,jody.tuls@primerica.com,,Salesforce
11005310,Inactive Investor,Nicole Saldivar,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9610982,,Jim Makin,,,silvercap718@gmail.com,,List import
9613151,,Mayoor Joshi,,,mayoor.joshi@ubs.com,,List import
11089018,Inactive Investor,Kenneth Bottari,,"First Command Brokerage Services, Inc. Albuquerque NM 2901 Juan Tabo Blvd NE",klbottari@firstcommand.com,,Salesforce
10938120,Inactive Investor,Austin Reid,Chief Compliance Officer,"Mindful Financial, LLC",chase@mindfulfin.com,,Salesforce
11042780,Inactive Investor,James Battmer,Chief Investment Officer,Creative Planning,james.battmer@creativeplanning.com,,Salesforce
10991626,Inactive Investor,Anthony Smith,,The Huntington Investment Company Akron OH 30 Springside Dr,,,Salesforce
9567892,,Michael Fernandes,,,michael.fernandes@citizensbank.com,,List import
10796093,Inactive Investor,Constantine Anagnos,,"Raymond James Financial Services, Inc. Elkhart IN 509 S Main St",,,Salesforce
194566,,Al Woods,,[Unknown],al.woods@jettyadvisors.com,,source
10657938,,Gricelda Ayala,,,gricelda.ayala@chase.com,,List Import
9560980,,cbcv sdf,,,vxcb@rgr.com,,List import
9636790,,Anthony Podojil,,,apodojil@cedarbrookfinancial.com,,List import
11059963,Inactive Investor,George Allen,,"Northwestern Mutual Investment Services, LLC Oswego NY 218 W 8th St",george.allen@nm.com,,Salesforce
10762354,Inactive Investor,Joshua Stein,Client Service Associate;Registered Client Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,joshua.l.stein@ubs.com,,Salesforce
11164664,Inactive Investor,Ryan Alstead,Branch Director;Financial Advisor;First Vice President,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",ryan.alstead@rbc.com,,Salesforce
11122933,Inactive Investor,Patrick Moran,,"BCG Securities, Inc. Blacksburg VA 1901 S Main St",,,Salesforce
11052889,Inactive Investor,Michael Dasilva,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,michael.dasilva@ubs.com,,Salesforce
10865463,Inactive Investor,Zulay Labra,Chief Compliance Officer;Chief Operating Officer;Regulatory Contact,GenTrust,zulay@gentrustwm.com,,Salesforce
11085548,Inactive Investor,Francesco Martello,Senior Client Service Associate,"Raymond James & Associates, Inc. Hackensack NJ 401 Hackensack Ave",frank.martello@raymondjames.com,,Salesforce
11090314,Inactive Investor,Austin Vealey,,"Osaic FS, Inc. Ocala FL 7380 SW 60th Ave",,,Salesforce
11176291,Inactive Investor,Donald Panec,,Portsmouth Financial Services Novato CA Private Residence,,,Salesforce
9567773,,Audrie Turner,,,solidmindset100@gmail.com,,List import
9599884,,Adam Deskins,,,adam.deskins@personalcapital.com,,List import
9626206,,Sanjay Suresh,,,sanju231@yahoo.co.in,,List import
10896330,Inactive Investor,Zachary Zwilling,Financial Advisor;Senior Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,zach.zwilling@morganstanley.com,,Salesforce
10917505,Inactive Investor,Claire Shinholser,Financial Professional,LPL Financial LLC San Diego CA 12520 High Bluff Dr,claire.shinholser@lpl.com,,Salesforce
11013170,Inactive Investor,Nichole Adams,Division Leader,PFS Investments Inc. Gillette WY 1901 Energy Ct,nichole.simque@primerica.com,,Salesforce
11028778,Inactive Investor,Wendy Mitchell,,"Allstate Financial Services, LLC Florence AL 321 S Walnut St",wendymurphy1@allstate.com,,Salesforce
9590549,,Luke Chapps,,,admin@bitcoinspitter.com,,List import
9643542,,Rylan Folts,,,rfolts@tmdwealth.com,,List import
11125746,Inactive Investor,Joseph Mallon,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9616531,,Dennis Malisa,,,dennismalisa@gmail.com,,List import
11186900,Inactive Investor,Shane Stelma,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,shane_stelma@glic.com,,Salesforce
11203212,Inactive Investor,Daniel O'Shea,Private Wealth Advisor,Onyx Bridge Wealth Group LLC,doshea@onyxbridge.com,,Salesforce
10844758,Inactive Investor,Matthew Hargreaves,Chief Investment Officer;Client Service Associate,"Leonard Rickey Investment Advisors, P.L.L.C.",matt@erickey.com,,Salesforce
11171850,Inactive Investor,Robert Perkins,,"Leigh Baldwin & Co., LLC Rochester NY 900 Jefferson Rd",rperkins@leighbaldwin.com,,Salesforce
11205627,Inactive Investor,Andrew Herpich,Financial Services Professional,"MML Investors Services, LLC Metairie LA 3838 N Causeway Blvd",,,Salesforce
11172809,Inactive Investor,John Glusko,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,john.glusko@fidelity.com,,Salesforce
11003189,Inactive Investor,Gianni Valenti,Partner;Wealth Advisor,LPL Financial LLC Sarasota FL 333 N Orange Ave,gianni.valenti@lpl.com,,Salesforce
11055993,Inactive Investor,Lewis Rosensitto,Financial Advisor,J.P. Morgan Securities LLC Newport Beach CA 3991 MacArthur Blvd,lewis.rosensitto@jpmorgan.com,,Salesforce
11061679,Inactive Investor,Kristen Roach,,Thurston Springer Financial Bloomfield Hills MI 39520 Woodward Ave,,,Salesforce
9544963,,Mary Calderwood,,,mcalderwood5@gmail.com,,List import
10965793,Inactive Investor,John Russell,Financial Advisor,Park Avenue Securities LLC Oxford MS 1106 N Lamar Blvd,john_russell@glic.com,,Salesforce
10790913,Inactive Investor,Kenneth Griffin,,"Moors & Cabot, Inc.",kgriffin@moorscabot.com,,Salesforce
10928294,Inactive Investor,Boyd Scott,Financial Advisor,Edward Jones Appleton WI 161 S Riverheath Way,boyd.scott@edwardjones.com,,Salesforce
9604570,,Roger Harris,,,rch.assets@gmail.com,,List import
9562637,,folarin odumbo,,,folarin.odumbo@gmail.com,,List import
6985004,,Dennis Curtis,,,batape6160@youke1.com,,Web Form Fillout
91575,,Gary Swift,,NA,gary.swiftjr@gmail.com,4129732377,
9622742,,Anne Venus,,,venus@en.co.uk,,List import
11208085,Inactive Investor,Anne Doerrer,,"Farmers Financial Solutions, LLC Saint Paul MN 517 Tanglewood Dr",,,Salesforce
53163,,Lisa Obrien,,FSC Securities Corporation,lobrien@fscadvisor.com,,
11011465,Inactive Investor,Brian Mickelson,,"VALIC Financial Advisors, Inc. Columbus OH 8050 N High St",,,Salesforce
11014020,Inactive Investor,Amanda Han,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
11150274,Inactive Investor,Cassie Dzubinski,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10793790,Inactive Investor,Ali Coleman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",ali.r.coleman@ml.com,,Salesforce
10768901,Inactive Investor,Julie Scholes,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 123 N 7th St",julie_scholes@ml.com,,Salesforce
10887072,Inactive Investor,Gabriel Tkach,,Goldman Sachs & Co.,,,Salesforce
10875753,Inactive Investor,Michael Friedman,Assistant Vice President;Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",,,Salesforce
11124985,Inactive Investor,Kristen Risher,,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",kristen.risher@wellsfargo.com,,Salesforce
10798106,Inactive Investor,Nelson Dias,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",nelson.dias@ml.com,,Salesforce
10916323,Inactive Investor,John Barry,,"Tribal Capital Markets, LLC",jbarry@tribalcap.com,,Salesforce
11079271,Inactive Investor,Betu Gill,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",b_gill@ml.com,,Salesforce
10613063,,Maria Colucci,"Managing Director, Senior Financial Advisor",,maria_d_colucci@ml.com,,List Import
9580639,,Michael Van Leeuwen,,,vanleeuwen.mike@principal.com,,List import
11234129,Inactive Investor,Shayna Markel,,"Osaic Wealth, Inc. Buford GA 1400 Buford Hwy",,,Salesforce
10954101,Inactive Investor,Princess Utley,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11150837,Inactive Investor,Kristina Johnson,Personal Banker,"Wells Fargo Clearing Services, LLC Cedar Park TX 1425 E Whitestone Blvd",,,Salesforce
9647076,,Yoon Cho,,,choyoonkyung6@gmail.com,,List import
11016408,Inactive Investor,Randall Benedict,Financial Advisor,"Ameriprise Financial Services, LLC Mukwonago WI 1231 S Rochester St",randall.e.benedict@ampf.com,,Salesforce
9608190,,Veronica Owens,,,owenvm@yahoo.com,,List import
10614869,,Lee Konopka,"Financial Advisor, Managing Director, Portfolio Manager",,lee.konopka@morganstanley.com,,List Import
10839563,Inactive Investor,Rhonda Bramlett,,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",rhonda.bramlett@rbc.com,,Salesforce
10838271,Inactive Investor,Salvatore Vindigni,,Morgan Stanley New York NY 1 New York Plz,salvatore.vindigni@morganstanley.com,,Salesforce
10990963,Inactive Investor,Soni Walia,,"Farmers Financial Solutions, LLC Tracy CA 105 E 10th St",swalia@farmersagent.com,,Salesforce
10899484,Inactive Investor,Daniel Gilham,,Farther Atlantic Beach FL Private Residence,,,Salesforce
11159636,Inactive Investor,Jimmy Newsom,Financial Advisor,Edward Jones Big Spring TX 708 S Main St,jimmy.newsom@edwardjones.com,,Salesforce
10846009,Inactive Investor,Scott Munger,Partner;Private Wealth Consultant;Senior Vice President,"Fuse Partners, LLC Watertown SD 10 N Broadway",smunger@vpadvisor.com,,Salesforce
9563021,,John Collins,,,eezseeb@gmail.com,,List import
11019256,Inactive Investor,Robert Sperka,Chief Compliance Officer;Managing Member,"Sperka Investment Management, LLC",,,Salesforce
9561168,,Daniel Boehler,,,dan.boehler@voya.com,,List import
9588035,,Alexander Curry,,,acurry20@uri.edu,,List import
10993707,Inactive Investor,Edgar Herrera,,J.P. Morgan Securities LLC Washington DC 3217 P St NW,edgar.herrera@jpmorgan.com,,Salesforce
10768817,Inactive Investor,Michael Terry,,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",materry@financialguide.com,,Salesforce
11187538,Inactive Investor,Theresa Cooper,,"Raymond James Financial Services, Inc. Maumee OH 1745 Indian Wood Cir",theresa.cooper@raymondjames.com,,Salesforce
10792111,Inactive Investor,Nils Clark,Financial Advisor;Senior Vice President,UBS Financial Services Inc. San Diego CA 600 W Broadway,nils.clark@ubs.com,,Salesforce
11187566,Inactive Investor,Kelsey McCarthy,,"Raymond James Financial Services, Inc. Hattiesburg MS 22 Millbranch Rd",kelsey.mccarthy@raymondjames.com,,Salesforce
226545,,Michael Brown,,[[Unknown]],gpmbrown@ameritech.net,,Initial Salesforce Import
9591336,,Robert Brown,,,iechoarts@gmail.com,,List import
9603357,,Isaiah Sheppard,,,isaiahshdppard51@gmail.com,,List import
11233387,Inactive Investor,Boyce Burnett,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
10833934,Inactive Investor,Kevin Wright,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Houston TX 1330 Post Oak Blvd,kwright@rockco.com,,Salesforce
11228746,Inactive Investor,Morne Potgieter,,J.P. Morgan Securities LLC Jupiter FL 300 S US Hwy 1,,,Salesforce
10841055,Inactive Investor,Robert Berger,,"Ameriprise Financial Services, LLC Huntington NY 7 E Carver St",robert.berger@ampf.com,,Salesforce
10801728,Inactive Investor,Travis Frayard,Financial Advisor,UBS Financial Services Inc. Lafayette LA 201 Settlers Trace Blvd,travis.frayard@ubs.com,,Salesforce
11233518,Inactive Investor,Andrew Lafontain,,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",,,Salesforce
9553459,,Agustin Giurbino,,,giurbinoagustin@yahoo.com.ar,,List import
223003,,Kenny Murphy,,[Unknown],kennybmurphy@gmail.com,,
169690,,Joel Trinidad,,[Unknown],jtrin415@gmail.com,,
10974733,Inactive Investor,Jake Surma,Financial Professional,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",,,Salesforce
11073141,Inactive Investor,Max Heintz,Chief Compliance Officer;Investment Advisor;President,MFH Investments Inc.,max.heintz@mfhfinancial.com,,Salesforce
11001221,Inactive Investor,Matthew Lovre,,"Kestra Investment Services, LLC Mars PA 7011 Crider Rd",,,Salesforce
9577800,,Brian McFarland,,,bmcfarland@ayco.com,,List import
11032536,Inactive Investor,Jeffrey Andrews,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",jeff.andrews@wellsfargoadvisors.com,,Salesforce
9554160,,Walter Buettel,,,walt.buettel@voya.com,,List import
11220543,,Irene Buettner,,,ibuettner@hbkswealth.com,,Other
11026339,Inactive Investor,Rhonda Oliver,Senior Compliance Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
227007,, -,,[Unknown],will@wtreed.com,,
10834467,Inactive Investor,Robin Lane,Senior Investment Associate,"RBC Capital Markets, LLC Winter Park FL 360 Garfield Ave",robin.lane@rbc.com,,Salesforce
10775630,Inactive Investor,Christopher Borras,Financial Advisor,Edward Jones Concord NC 815 Davidson Dr NW,kit.borras@edwardjones.com,,Salesforce
11131682,Inactive Investor,Kristopher Hornyak,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
9606000,,Neal Gardner,,,nealgardner@jngardner.com,,List import
10911923,Inactive Investor,Benjamin Beuning,,"Avantax Investment Services, Inc. Minneapolis MN 9800 Shelard Pkwy",,,Salesforce
10927001,Inactive Investor,Thomas Erickson,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
9584422,,Ronald Skalberg,,,ronalds@bh-co.com,,List import
9583964,,Will Lewis,,,wdlewis3@gmail.com,,List import
11074014,Inactive Investor,David Duplantis,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Lafayette LA 3930 W Congress St,david.x.duplantis@chase.com,,Salesforce
11010422,Inactive Investor,Victor Hux,Associate,Thrivent Investment Management Inc. Salem OR 4747 Skyline Rd S,victor.hux@thrivent.com,,Salesforce
11259920,Inactive Investor,Paul Llobell,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10765627,Inactive Investor,Najla Arekat,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",najla.arekat@wellsfargo.com,,Salesforce
10784501,Inactive Investor,Joseph Joiner,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",joseph_joiner@ml.com,,Salesforce
10510529,,Kendall Harrow,Content Strategy Analyst,VanEck,kharrow@vaneck.com,,List import
9604999,,richard goulding,,,richard_goulding_1@msn.com,,List import
10774417,Inactive Investor,Mary-Ellen Cronin,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",mary.cronin@wellsfargoadvisors.com,,Salesforce
9575960,,Richard Finch,,,richard.finch@principalstreet.com,,List import
10819727,Inactive Investor,Sherry Huff,,Morgan Stanley Sandy UT 200 W Civic Center Dr,sherry.huff@morganstanley.com,,Salesforce
11206927,Inactive Investor,Alexander Rice,,LPL Financial LLC Elizabethtown KY 2865 Ring Rd,,,Salesforce
11090965,Inactive Investor,Hector Torres,,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,hector.torres@ubs.com,,Salesforce
108550,,Jason Richards,,None,jasonrichards2315@yahoo.com,2282181022,
10874898,Inactive Investor,Richard Streett,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",richard.streett@ml.com,,Salesforce
9609925,,Luke Thema,,,luket411@gmail.com,,List import
372684,,Hari Pratomo,,Indonesia,haripratomo66@gmail.com,,source
11037520,Inactive Investor,Brett Megrue,Senior Compliance Analyst,"Osaic Wealth, Inc.",,,Salesforce
10901229,Inactive Investor,Benjamin Chiang,Financial Advisor,LPL Financial LLC El Segundo CA 300 Continental Blvd,ben.chiang@lpl.com,,Salesforce
10829770,Inactive Investor,Gary Ruchin,,Commonwealth Financial Network Vernon Rockville CT 7 Keynote Dr,gruchin@commonwealth.com,,Salesforce
9645926,,Zdenek Rosenberg,,,zdenek.rosenberg@gmail.com,,List import
9616774,,Christian Lenk,,,info@investmentmanufaktur.de,,List import
11236541,Inactive Investor,Jeffrey Postma,Financial Advisor,Edelman Financial Engines Urbandale IA Private Residence,,,Salesforce
9581937,,David Kaplan,,,dkaplan@sk-llc.com,,List import
11044721,Inactive Investor,Aaron Freeman,Managing Member;President,Freeman & Freeman Private Wealth Management LLC,aaron@freemanpw.com,,Salesforce
9603493,,Peter Weiler,,,pweiler@abelnoser.com,,List import
10855621,Inactive Investor,Henry Lang,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",langh@stifel.com,,Salesforce
10827141,Inactive Investor,Thomas Leonard,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
11057065,Inactive Investor,Robert Lord,Financial Advisor,Thrivent Investment Management Inc. Mentor OH 9930 Johnnycake Ridge Rd,rob.lord@thrivent.com,,Salesforce
11001542,Inactive Investor,Eddie Trejo,,PFS Investments Inc. Cathedral City CA 35325 Date Palm Dr,etrejo@primerica.com,,Salesforce
11023869,Inactive Investor,Eric Kulberg,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",eric.kulberg@ml.com,,Salesforce
108271,,Jack Keely,,keely Investments,keelyja@yahoo.com,5054678188,
10887504,Inactive Investor,Henry Diiorio,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",hank.diiorio@prudential.com,,Salesforce
10907599,Inactive Investor,Scott Foster,Chief Compliance Officer;Partner,"Foster Investment Management, LLC Reading PA 520 Lauers Ln",,,Salesforce
11193537,Inactive Investor,Joseph Goscienski,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Little Falls NJ 150 Clove Rd,joseph.goscienski@morganstanley.com,,Salesforce
10968648,Inactive Investor,Jennifer Curry,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
9638162,,Wanda Brooks,,,wbrooks@dillard.edu,,List import
9559706,,Adam Wolf,,,wolfadam14@gmail.com,,List import
11033052,Inactive Investor,Adam Alonzo,,PFS Investments Inc. San Antonio TX 911 Isom Rd,aalonzo@primerica.com,,Salesforce
11043827,Inactive Investor,Taylor Zimmerman,,J.P. Morgan Securities LLC Port Charlotte FL 24143 Peachland Blvd,taylor.a.zimmerman@jpmorgan.com,,Salesforce
10894708,Inactive Investor,John Lynch,,United Planners' Financial Services of America A Limited Partner Lake Lotawana MO Private Residence,,,Salesforce
9577981,,yeonhoon kim,,,kimyeonhoon77@gmail.com,,List import
198378,,Jesus Gonzalez,,United States,superw69@yahoo.com,,
10801909,Inactive Investor,Sarah Clish,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",,,Salesforce
348650,,Nancy Novak,,"Fifth Third Securities, Inc.",nancy.novak@53.com,708-403-3536,
10868521,Inactive Investor,Stephanie Scorziello,,Goldman Sachs & Co.,,,Salesforce
11127765,Inactive Investor,Benner Crigler,Financial Consultant,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",benner.crigler@equitable.com,,Salesforce
11200659,Inactive Investor,James Roman,Chief Compliance Officer;Managing Director;Managing Member;Senior Wealth Advisor,"Main Street Financial Life Advisors, LLC",jroman@mainstreetfla.com,,Salesforce
196502,,Sanjay Jain,,India,authysj@gmail.com,,Paid Social
374388,,Ed Castro,,Citigroup,edwin.castro@citi.com,,Salesforce
10825996,Inactive Investor,Jackie Edwards,,PFS Investments Inc. Macon GA 3312 Northside Dr,jackie.edwards@primerica.com,,Salesforce
10618659,,Arthur Freedman,,,afreedman@essexllc.com,,List Import
11196287,Inactive Investor,Brice Brown,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,brice.brown.ceuc@statefarm.com,,Salesforce
10879023,Inactive Investor,Robert Redwanc,Senior Investment Advisor,"WT Wealth Management, LLC",redwanc@wtwealthmanagement.com,,Salesforce
11035455,Inactive Investor,Jeffrey Nist,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,jeffrey.nist@jpmorgan.com,,Salesforce
9596704,,Evan Dittmar,,,edittmar@whitedeerenergy.com,,List import
10826646,Inactive Investor,Anthony Cottone,Chief Compliance Officer;President,Forefront Wealth Management,tony@4frontwm.com,,Salesforce
11107408,Inactive Investor,Janine Scura,,"Osaic Wealth, Inc. Mountain Lakes NJ 115 US Hwy 46",jscura@osaicwealth.com,,Salesforce
11092773,Inactive Investor,Jeffrey Edwards,Senior Financial Advisor;Senior Vice President,"Associated Investment Services, Inc. Onalaska WI 205 4th Ave N",jeffrey.edwards@associatedbank.com,,Salesforce
346488,,Yevgenia Zemlyakova,Chief Operating Officer,"D. E. Shaw Investment Management, L.l.c.",yevgenia.zemlyakova@deshaw.com,212-478-0000,Manual List Upload
10615211,,John Donnell,"Financial Advisor, Insurance Planning Director, Vice President",,john.j.donnell@morganstanley.com,,List Import
11143884,Inactive Investor,Joe Fernandez,Financial Advisor,"OneAmerica Securities, Inc. Tampa FL 3825 Henderson Blvd",joe.fernandez@oneamerica.com,,Salesforce
9604716,,Roshi Sharma,,,roshi.sharma@hsbc.com,,List import
10844901,Inactive Investor,Matthew Quigley,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",matt.quigley@rbc.com,,Salesforce
9557023,,Jeffrey Awve,,,jawve@calton.com,,List import
9545081,,Kenneth Leonardini,,,ken.leonardini@lfg.com,,List import
10800853,Inactive Investor,John Connolly,Financial Advisor,"Wells Fargo Clearing Services, LLC Temple TX 1 N Main St",craig.connolly@wellsfargoadvisors.com,,Salesforce
9549879,,Christopher Beale,"Founder, Managing Member, Owner, Senior Advisor",,chrisbeale@newenglandcapital.com,,List import
9611045,,Guy Berg,,,guyberg@gmail.com,,List import
10965575,Inactive Investor,Adrian Cuevas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 11500 Ranch Road 2222",adrian.cuevas@ml.com,,Salesforce
370778,,Blair Thielemier,,United States,blairthielemier@outlook.com,,Salesforce
10883925,Inactive Investor,Mark Summers,,"Raymond James Financial Services, Inc. Pittsburgh PA 600 Waterfront Dr",mark.summers@raymondjames.com,,Salesforce
10884670,Inactive Investor,Bruce Romagnoli,Financial Advisor,Insight Folios Bedford NH 93 Cambridge Rd,bruce@insightfolios.com,,Salesforce
105604,,David Olanrewaju,Student,University of Baltimore,adeoluwado@yahoo.com,,
11184727,Inactive Investor,Gloria Nichols,,State Farm VP Management Corp. Louisville KY 2300 Hurstbourne Village Dr,kaye.nichols.pbbm@statefarm.com,,Salesforce
11069089,Inactive Investor,William Gohs,,"Ausdal Financial Partners, Inc. East Peoria IL 2515 E Washington St",,,Salesforce
11029385,Inactive Investor,Muhammad Lakhani,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
336531,,Scott Ames,Principal,Blue Sea Capital Llc,sames@blueseacapital.com,561-655-8400,Manual List Upload
10858037,Inactive Investor,Boris Perez,,PFS Investments Inc. East Rutherford NJ 1 Madison St,boris.perez@primerica.com,,Salesforce
10963296,Inactive Investor,Narumol Anderson,,PFS Investments Inc. Austin TX 5716 W Hwy 290,narumol.anderson@primerica.com,,Salesforce
9586697,,Esosa Idemudia,,,esosa.idemudia@fidelity.com,,List import
9625058,,Leandro Di Lorenzo,,,leandrodilorenzo15@gmail.com,,List import
10830460,Inactive Investor,Monica Bellizzi,,Thrivent Investment Management Inc. San Jose CA 4522 Pacific Rim Way,monica.bellizzi@thrivent.com,,Salesforce
11081440,Inactive Investor,Stephen Rosen,,"HighTower Securities, LLC Bethesda MD 7200 Wisconsin Ave",srosen@hightoweradvisors.com,,Salesforce
11053817,Inactive Investor,Gwendolyn Rice,Director;Director - Operations;Secretary;Treasurer,Money Management Services Inc Birmingham AL 2100A Southbridge Pkwy,riceg@moneymanagementservice.com,,Salesforce
10911489,Inactive Investor,Robert Ring,Investment Advisor Representative,PlanMember Securities Corporation Richland Hills TX Private Residence,,,Salesforce
10865279,Inactive Investor,Mark Vega,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
9636566,,Paul Gately,,,paul.gately@firststate.com.sg,,List import
11061737,Inactive Investor,Laura Clough,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,laura.clough@fidelity.com,,Salesforce
11018354,Inactive Investor,Ann Lucchesi,,"First Citizens Investor Services, Inc. San Francisco CA 222 2nd St",ann.lucchesi@firstcitizens.com,,Salesforce
10775291,Inactive Investor,Jonathan Korb,General Counsel;Managing Director,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",jkorb@lwcotrust.com,,Salesforce
11103699,Inactive Investor,Michael Payne,,Neuberger Berman BD LLC,mpayne@nb.com,,Salesforce
10963879,Inactive Investor,Rachel Carucci,,"RBC Capital Markets, LLC",,,Salesforce
10907773,Inactive Investor,Adam Braunscheidel,Wealth Advisor,"OJM Group, LLC",adam@ojmgroup.com,,Salesforce
352095,,Harrison Davis,Analyst,Ponder Investment Co,hdavis@ponderco.com,615-690-5541,Manual List Upload
11165343,Inactive Investor,Matthew Tannler,,"Osaic Wealth, Inc. Lowell MA 5 Lane St",,,Salesforce
10926928,Inactive Investor,Joseph Stewart,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10831506,Inactive Investor,Charles Bailey,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,cbailey@janney.com,,Salesforce
10766837,Inactive Investor,Malory Caltagirone,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",malory.caltagirone@wellsfargoadvisors.com,,Salesforce
11088272,Inactive Investor,Raquel Javier,,"Wells Fargo Clearing Services, LLC Fernley NV 1400 Newlands Dr E",,,Salesforce
113157,,Jesse Clinton,,Snowden Capital Advisors LLC,jclinton@snowdenlane.com,646-218-9760,
10788415,Inactive Investor,Mark Eberlin,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,mark.eberlin@edwardjones.com,,Salesforce
9565076,,Brent Armstrong,,,brent@weatherlyassetmgt.com,,List Import
11115313,Inactive Investor,Garrett Ruth,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11211729,Inactive Investor,Marc Klein,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Indianapolis IN 2900 E 96th St",marc.klein@ampf.com,,Salesforce
10877668,Inactive Investor,Kent Byrd,Wealth Strategy Associate,UBS Financial Services Inc. Hartford CT 1 State St,kent.byrd@ubs.com,,Salesforce
117012,,Robert Myers,,FSC Securities Corporation,rlmyers@fscadvisor.com,724-459-6439,
11206554,Inactive Investor,Ida Feliciano,,PFS Investments Inc. Cape Coral FL 1222 SE 47th St,ida.feliciano@primerica.com,,Salesforce
10885247,Inactive Investor,David Piller,Chief Compliance Officer;Executive Vice President,"Aegis Asset Management, Inc.",,,Salesforce
205112,,Peter Gossayn,,[Unknown],peterbit571@gmail.com,,source
11166416,Inactive Investor,Kelvin Cox,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10889249,Inactive Investor,Michael Ringel,Financial Representative,Park Avenue Securities LLC New York NY 437 Madison Ave,michael_ringel@glic.com,,Salesforce
103409,,Edward Jalbert,,United States,ecj@njinteriors.com,,
107353,,Clare Maxwell,Senior Investment Analyst,Bohemian Asset Management,clare@bohemiancompanies.com,,Database Upload
9561919,,Dikshaa Vikram,,,dikshaavikram2016@gmail.com,,List import
10867896,Inactive Investor,Alron Major,,Vanguard Marketing Corporation,alron_major@vanguard.com,,Salesforce
10647793,,Brandon Johnson,,,bcj@jfgllc.net,,List Import
11102412,Inactive Investor,Barry Skolak,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",barry.skolak@schwab.com,,Salesforce
6840253,,Kabir Hossain,,,kabir.hosain@gmail.com,,Web form fillout
10614884,,Bradford Baker,"Financial Advisor, Financial Planning Associate, Portfolio Management Associate, Vice President - Wealth Management",,bradford.baker@morganstanley.com,,List Import
10835270,Inactive Investor,Richard Frick,Chief Executive Officer;Managing Partner,Gladstone Wealth Partners Red Bank NJ 10 Broad St,richard.frick@gladstonewealth.com,,Salesforce
10796231,Inactive Investor,John Grubb,Financial Advisor;Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",,,Salesforce
10883687,Inactive Investor,Jeremy Richey,Financial Advisor,Edward Jones McMinnville TN 604 N Chancery St,jeremy.richey@edwardjones.com,,Salesforce
11037091,Inactive Investor,Jason Velky,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",jason_velky@ml.com,,Salesforce
9585844,,Kenneth Wirtz,,,kwirtz@financialguide.com,,List import
9647609,,Matheus Acosta,,,matheacosta@gmail.com,,List import
11078791,Inactive Investor,Joyce Thomas,,"Independent Financial Group, LLC Diamond Bar CA 660 N Diamond Bar Blvd",,,Salesforce
10803854,Inactive Investor,Michael Brown,Branch Manager;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Denver CO 3033 E 1st Ave,michael.v.brown@ms.com,,Salesforce
11109515,Inactive Investor,Binyomin Munk,,"Northwestern Mutual Investment Services, LLC Cedarhurst NY 445 Central Ave",binyomin.munk@nm.com,,Salesforce
10998158,Inactive Investor,Harley Pier,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,47ylc@primerica.com,,Salesforce
10872163,Inactive Investor,Alexandra Thome,,Citigroup Global Markets Inc.,,,Salesforce
10818078,Inactive Investor,Vladimiro Panichi,,"PHX Financial, Inc.",vpanichi@phoenixinc.com,,Salesforce
11182753,Inactive Investor,Jacquelyn Mcintyre,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10820535,Inactive Investor,Luke King,Financial Planner,PlanMember Securities Corporation Ventura CA 1583 Spinnaker Dr,,,Salesforce
9633623,,Rudy Yin,,,geohuazai@gmail.com,,List import
10800073,Inactive Investor,Gregory Josewski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Osseo MN 11671 Fountains Dr",gregory.j.josewski@ampf.com,,Salesforce
4316253,,Jeffrey Simpson,,"Tranter, Inc.",jsimpson@tranter.com,559-303-7566,Web Form Fillout
11106642,Inactive Investor,Ashley Moore,,Morgan Stanley,ashley.moore@morganstanley.com,,Salesforce
10801606,Inactive Investor,Kevin Grahek,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,kevin.grahek@morganstanley.com,,Salesforce
10769685,Inactive Investor,Paul Kassolis,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Naples FL 12604 Tamiami Trl E",paul.kassolis@wellsfargo.com,,Salesforce
11181026,Inactive Investor,Robert Hoekstra,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Green Bay WI 105 N Washington St",bob.hoekstra@benjaminfedwards.com,,Salesforce
10805255,Inactive Investor,Bruce Snow,,"Zions Direct, Inc.",bruce.snow@zionsbank.com,,Salesforce
10989282,Inactive Investor,Benjamin Dillon,,Vanguard Marketing Corporation,benjamin_dillon@vanguard.com,,Salesforce
10659543,,Edward Yee,,,yee.edward@ntrs.com,,List Import
9625518,,David Lee,,,davidjlee88@gmail.com,,List import
10778827,Inactive Investor,Kristin Norby,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,kristin.c.norby@morganstanley.com,,Salesforce
10910406,Inactive Investor,Scott Pfeifer,Financial Advisor,Edward Jones Kansas City MO 1201 NW Briarcliff Pkwy,scott.pfeifer@edwardjones.com,,Salesforce
11076970,Inactive Investor,James Sciortino,Client Solutions Specialist,PNC Investments Ravenna OH 330 E Main St,james.sciortino@pnc.com,,Salesforce
11237961,Inactive Investor,Jens Shroyer,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jshroyer@performancetrust.com,,Salesforce
10812181,Inactive Investor,Terry Anderson,,"Equitable Advisors, LLC Cuba IL Private Residence",terry.anderson@equitable.com,,Salesforce
9601836,,Woonheui Han,,,akaiving@gmail.com,,List import
11174941,Inactive Investor,Denise Hokl,Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,denise.f.hokl@morganstanley.com,,Salesforce
9580217,,Gail Curran,,,gail@prismadvisoryllc.com,,List import
11105018,Inactive Investor,Anissa Calhoun,,Morgan Stanley Spartanburg SC 320 E Main St,,,Salesforce
10991317,Inactive Investor,Logan Carroll,,"Northwestern Mutual Investment Services, LLC Wichita Falls TX 2405 Kell Blvd",logan.carroll@nm.com,,Salesforce
1745325,,Shyam sunder Sharma Sharma,,[Unknown],shyamsundersharma12829@gmail.com,,
10902882,Inactive Investor,Lane Elmore,Financial Advisor,Edward Jones Mobile AL 271 McGregor Ave S,lane.elmore@edwardjones.com,,Salesforce
9541210,,Aimee Freeding,,,aimee.freeding@gmail.com,,List import
11127284,Inactive Investor,Daniel Gardner,,"Osaic Wealth, Inc. Rochester MI 1460 Walton Blvd",,,Salesforce
11188979,Inactive Investor,James Predoehl,,"Osaic Wealth, Inc. Lincoln NE 7431 O St",,,Salesforce
10761767,Inactive Investor,William Harvey,Branch Office Manager;Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Doylestown PA 106 E Court St,wgbharvey@jmsonline.com,,Salesforce
10919344,Inactive Investor,John Barrios,,"Osaic Wealth, Inc. Collierville TN 185 N Main St",,,Salesforce
11010994,Inactive Investor,Blaize Williams,,PFS Investments Inc. Hialeah FL 3462 W 84th St,,,Salesforce
10846881,Inactive Investor,Peter Schiro,,State Farm VP Management Corp. Sacramento CA 1515 30th St,peter.schiro.b85o@statefarm.com,,Salesforce
344133,,Gary Langenhahn,Senior Partner,Private Client Group Asset Management,wgaryl@privateclientgroupam.com,908-719-3024,Manual List Upload
10932790,Inactive Investor,Elizabeth Donaldson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11171298,Inactive Investor,Adrian Baker,,J.P. Morgan Securities LLC San Jose CA 1866 Camden Ave,adrian.baker@jpmorgan.com,,Salesforce
11124764,Inactive Investor,Jorge Garcia,Senior Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,jorge.b.garcia@us.hsbc.com,,Salesforce
11053404,Inactive Investor,Daniel Evans,Financial Advisor,"Bogart Wealth, LLC Spring TX 1725 Hughes Landing Blvd",devans@bogartwealth.com,,Salesforce
9560694,,Michael Gurval,,,mgurval@gmail.com,,List import
11024218,Inactive Investor,Klaudia Chilcoat,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,klaudia.chilcoat.j8od@statefarm.com,,Salesforce
11233621,Inactive Investor,Damali Hall-Mcguire,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",,,Salesforce
10990309,Inactive Investor,Andrew Quebbemann,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",andrew.quebbemann@nm.com,,Salesforce
11195914,Inactive Investor,Hilary Olewe,,Citigroup Global Markets Inc.,hilary.w.olewe@citigroup.com,,Salesforce
9627275,,???? ????????,,,kafekurd@gmail.com,,List import
10884622,Inactive Investor,Douglas Batten,,Citigroup Global Markets Inc. Wilmington DE 1000 N West St,,,Salesforce
10510408,,Lance McGray,Managing Director,AAM,lmcgray@aamlive.com,,List Import
10784298,Inactive Investor,Erich Gerlach,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,erich.gerlach@fidelity.com,,Salesforce
10953386,Inactive Investor,Nicholas Cooney,Private Client Advisor,J.P. Morgan Securities LLC Brighton CO 411 E Bromley Ln,,,Salesforce
10839523,Inactive Investor,Peter Maynard,Owner,PDM Advisors Birmingham AL 821 Hickory St,,,Salesforce
10935652,Inactive Investor,James Hancock,Member,"RiverCities Asset Management, LLC",jhancock@rineyhancock.com,,Salesforce
11122229,Inactive Investor,Joann Panagis,,J.P. Morgan Securities LLC Laguna Niguel CA 28131 Crown Valley Pkwy,,,Salesforce
8480905,,mayank gupta,,london university,verock0@yahoo.com,(737) 918-0557,List import
10961984,Inactive Investor,Vandana Devi,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,,,Salesforce
11010711,Inactive Investor,Andrew Tillery,Financial Planner,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",,,Salesforce
10779588,Inactive Investor,Michael Anderson,,Citigroup Global Markets Inc.,,,Salesforce
11200472,Inactive Investor,William Unrein,Financial Advisor;Owner,"Skyline Advisors, Inc.",williamu@myskylineadvisor.com,,Salesforce
9620097,,Everett Antrim,,,esantrim@gmail.com,,List import
11084473,Inactive Investor,Ryan Shumaker,Chief Compliance Officer,"Next Generation Investing, LLC",ryan@retiretopeka.com,,Salesforce
11064535,Inactive Investor,Travis Rosa,Client Service Associate,"Raymond James & Associates, Inc. Princeton NJ 902 Carnegie Ctr",travis.rosa@raymondjames.com,,Salesforce
11182923,Inactive Investor,Dylan Miller,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,dylan.miller@fmr.com,,Salesforce
10489504,,Mark Theriault,"First Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mark.theriault@ml.com,469-294-7961,List Import
9619651,,Travis Osterman,,,travis@wsor.net,,List import
9591460,,Josue Solorzano,,,saeusoj@gmail.com,,List import
9614884,,????? ?????????,,,darkoselakovic@gmail.com,,List import
11066270,Inactive Investor,Regina Quirk,President & Owner,"Cambridge Investment Research, Inc. Norwell MA 46 Accord Park Dr",,,Salesforce
10836475,Inactive Investor,Ryan Westerburg,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville FL 2850 NW 43rd St",ryan.westerburg@ml.com,,Salesforce
9561891,,Jordan Randall,,,jordan@randallcapitalgroup.com,,List import
10779690,Inactive Investor,Mark Wheeler,Vice President;Wealth Advisor,William Blair,mwheeler@williamblair.com,,Salesforce
11140200,Inactive Investor,Tommy Thompson,,"Great American Investors, Inc.",,,Salesforce
11072278,Inactive Investor,Allen Garber,Senior Investment Specialist,William Blair Baltimore MD 100 International Dr,sgarber@williamblair.com,,Salesforce
9587883,,dyondre fuller,,,drefuller37@gmail.com,,List import
10854319,Inactive Investor,Gregory Teal,,Invicta Capital LLC Aston PA 100 Springbrooke Blvd,gteal@invictacapitaladvisors.com,,Salesforce
9549865,,David Dacruz,,,ddacruz@globalcreditadvisers.com,,List import
11137026,Inactive Investor,Kevin White,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",kevin.m.white@bofa.com,,Salesforce
11256500,Inactive Investor,Jason Egli,,Long Family Office,jason@longfamilyoffice.com,559-638-5336,Salesforce
10942162,Inactive Investor,Matthew Ludack,,Cetera Advisor Networks LLC Melville NY 1895 Walt Whitman Rd,,,Salesforce
10903101,Inactive Investor,Kristina Paz,,"Cambridge Investment Research, Inc. Fort Collins CO 231 S Howes St",,,Salesforce
10959062,Inactive Investor,Thomas Livingstone,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.livingstone@fmr.com,,Salesforce
339410,,Richard Hurd,,ADT,ahurd@adt.com,(865) 776-8715,
10958040,Inactive Investor,Jeremy Harness,Financial Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",jeremyharness@financialguide.com,,Salesforce
11183391,Inactive Investor,Nhan Nguyen,,"MML Investors Services, LLC San Jose CA 2150 N 1st St",nqnguyen@financialguide.com,,Salesforce
11232663,Inactive Investor,Charles Slavinsky,,Alpine Securities Corporation Orlando FL 6645 Vineland Rd,,,Salesforce
5742848,,Judy Smith,,,ooquqwqki@nightorb.com,,Web Form Fillout
10833265,Inactive Investor,William Abel,,"Allstate Financial Services, LLC Champaign IL 2602 N Mattis Ave",williamabel@allstate.com,,Salesforce
11081133,Inactive Investor,Mindi Biscoglia,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",mindi.biscoglia@nm.com,,Salesforce
10761858,Inactive Investor,Charles Kirby,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,kent.kirby@ubs.com,,Salesforce
10955246,Inactive Investor,Savanah Morales,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10981861,Inactive Investor,Simone Avak,,J.P. Morgan Securities LLC Chicago IL 4145 W Peterson Ave,,,Salesforce
10926030,Inactive Investor,Robert Roy,Chief Compliance Officer;Co-Founder;Financial Professional;Member;Partner,"Somnio Financial Group, LLC",rob@somniofg.com,,Salesforce
11206716,Inactive Investor,Saul Lola Lopez,Client Service Associate,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",saul.lola-lopez@raymondjames.com,,Salesforce
9545695,,Joe Castelluccio,,,jcastelluccio@mayerbrown.com,,List import
11123574,Inactive Investor,Shaleen Newton,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 805 N Whittington Pkwy",snewton@ampf.com,,Salesforce
228504,, -,,[[Unknown]],hangloosebubba@aol.com,,
11061688,Inactive Investor,Michael McCartney,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,michael.mccartney@primerica.com,,Salesforce
11177225,Inactive Investor,Sandra Lohmann,,LPL Financial LLC Nashua NH 30 Temple St,sandra.lohmann@lpl.com,,Salesforce
11189106,Inactive Investor,Steven Kalin,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",steve.kalin@nm.com,,Salesforce
11206080,Inactive Investor,Elizabeth Gunter,Senior Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",,,Salesforce
11007163,Inactive Investor,Michael Gorius,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,mgorius@primerica.com,,Salesforce
9624873,,Steven Lofrese,,,lofrese20@gmail.com,,List import
11054772,Inactive Investor,Manuel Zubia,,PFS Investments Inc. Niceville FL 113 Bailey Dr,mzubia@primerica.com,,Salesforce
9543122,,Lucy Abdo,,,lucyemail8@gmail.com,,List import
1947579,,Praveen Kumar Praveen Kumar,,,praveenkumar853482@gmail.com,,
10857855,Inactive Investor,Todd Dotterweich,,"Wells Fargo Clearing Services, LLC Manchester Township NJ 2 S Colonial Dr",todd.dotterweich@wellsfargo.com,,Salesforce
11162698,Inactive Investor,Robert McMillan,Financial Advisor,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,rmcmillan@rwbaird.com,,Salesforce
11175817,Inactive Investor,Robert Preziosi,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,rpreziosi@ft.newyorklife.com,,Salesforce
9553961,,almond kut,,,almondkut@gmail.com,,List import
11108183,Inactive Investor,Alexander Leograndis,,Goldman Sachs & Co.,,,Salesforce
11063237,Inactive Investor,Benjamin Miller,Financial Advisor,"Raymond James & Associates, Inc. Barrington IL 21925 W Field Pkwy",benjamin.miller@raymondjames.com,,Salesforce
9572054,,Tonya Joly,,,tjoly@wsadv.com,,List import
11011108,Inactive Investor,Marshall Manahan,,PFS Investments Inc. Augusta KS 2101 Dearborn St,mmanahan@primerica.com,,Salesforce
10843922,Inactive Investor,Barbara O'Connor,Financial Advisor,"Ameriprise Financial Services, LLC La Crosse WI 401 2nd St N",barbara.oconnor@ampf.com,,Salesforce
9610387,,Jeet Singalkar,,,jeet10.45@gmail.com,,List import
11219944,,Jamie Dodge,,,jdodge@ayco.com,,Other
9542753,,Darren Stewart,,,dstewart@bfsg.net,,List import
11040235,Inactive Investor,Dane Petchul,Investment Advisor Representative,Wealth Teams Alliance Irvine CA 16755 Von Karman Ave,,,Salesforce
11034399,Inactive Investor,Don Brock,Financial Advisor,Edward Jones Coppell TX 270 N Denton Tap Rd,don.brock@edwardjones.com,,Salesforce
10582847,,Kamal Ravikant,,,kamal@evolve.vc,,Web Form Fillout
10896954,Inactive Investor,Cheryl Zinz,Investment Advisor Representative,"Osaic Wealth, Inc. Saginaw MI 3875 Bay Rd",,,Salesforce
9618057,,Edward Kim,,,ekim@canyonpartners.com,,List import
10856879,Inactive Investor,William Best,Senior Client Service Associate,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",bill.best@raymondjames.com,,Salesforce
10854853,Inactive Investor,Terry Baggett,Financial Advisor,Edward Jones Selma AL 811 Selma Ave,max.baggett@edwardjones.com,,Salesforce
11054991,Inactive Investor,Rachel Gast,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,,,Salesforce
10951286,Inactive Investor,Christopher Chung,,"Truist Investment Services, Inc. Winter Garden FL 15967 New Independence Pkwy",chris.chung@truist.com,,Salesforce
11049761,Inactive Investor,Kraig Emmendorfer,Financial Advisor,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",kraig.emmendorfer@rbc.com,,Salesforce
10828756,Inactive Investor,Robert Boschee,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",bob_boschee@ml.com,,Salesforce
374786,Inactive Investor,Chris Barber,,Commonwealth Financial Network,cbarber@commonwealth.com,,Salesforce
9624985,,Jordan Lim,,,koutetsudante@gmail.com,,List import
11026045,Inactive Investor,Emily Mitchell,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",emily.mitchell@lfg.com,,Salesforce
10606352,,Kevin Baum,"Associate Director - Investments, Financial Advisor, Portfolio Manager",Oppenheimer & Co. Inc.,kevin.baum@opco.com,212-667-4129,List Import
10634775,,Neer Rai,,,neerrai2001@gmail.com,,Web Form Fillout
10861145,Inactive Investor,Brian Gibbons,,Cetera Investment Services LLC Annapolis MD 1000 Bestgate Rd,,,Salesforce
9637441,,Poppy Bobby,,,poppymocciii@google.com,,List import
11122766,Inactive Investor,Matthew Dollinger,Financial Advisor,Edward Jones Joliet IL 735 Essington Rd,matthew.dollinger@edwardjones.com,,Salesforce
11041735,Inactive Investor,Frantzy Exantus,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11191106,Inactive Investor,Walter Crossley,,"Raymond James Financial Services, Inc. Merritt Island FL 2395 N Courtenay Pkwy",walter.crossley@raymondjames.com,,Salesforce
9563776,,Will Geiger,,,william.geiger@gmail.com,,List import
9635777,,Chris Sleight,,,chris.sleight@truadvice.co,,List import
9541367,,Brian Kepp,,,b.kepp@fi.com,,List import
11217076,,Cameron Johnson,,,cjohnson@nb.com,,Other
10917939,Inactive Investor,Stacey Cicotello,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11019899,Inactive Investor,Jordan Lisnock,Financial Advisor,"West Wealth Group, LLC",,,Salesforce
10836185,Inactive Investor,Jason Sarratea,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Cockeysville MD 303 International Cir,jason.sarratea@morganstanley.com,,Salesforce
10862402,Inactive Investor,Robin Rodermund,Manager,"Wells Fargo Clearing Services, LLC",,,Salesforce
11001266,Inactive Investor,Brian Singer,Financial Advisor,"Howard Bailey Securities, LLC Brownsburg IN 480 E Northfield Dr",briansinger@howardbailey.com,,Salesforce
10914158,Inactive Investor,Richard Vasterling,,"Larson Financial Securities, LLC Minneapolis MN 6160 Summit Dr N",,,Salesforce
10781442,Inactive Investor,Bryon Mein,Financial Advisor,Edward Jones Kerrville TX 337 W Water St,bryon.mein@edwardjones.com,,Salesforce
351200,,Efrat Nebenzhal,"Executive Assistant, Office Manager",Vintage Investment Partners,efratn@vintage-ip.com,972-995-48464,Manual List Upload
352835,,Elizabeth GriffIThs,Wealth Manager,Gries Financial Llc,liz@gries.com,216-861-1148,Manual List Upload
10767924,Inactive Investor,Ralph Yovane,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Danbury CT 100 Mill Plain Rd,ralph.yovane@opco.com,,Salesforce
11174418,Inactive Investor,Jeffrey Magson,Director - Business Development;Vice President,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",jeffrey.magson@ampf.com,,Salesforce
10825818,Inactive Investor,Zahra Mehraban,Financial Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 4750 Venture Dr",sara.x.mehraban@ampf.com,,Salesforce
11009124,Inactive Investor,John Copas,Financial Advisor,LPL Financial LLC Cabot AR 142 Cherrywood Dr,michael.copas@lpl.com,,Salesforce
11166868,Inactive Investor,Michael Destefano,Financial Advisor,Edward Jones Redmond WA 16150 NE 85th St,mike.destefano@edwardjones.com,,Salesforce
10870548,Inactive Investor,John Brooks,Financial Advisor,Morgan Stanley Boston MA 28 State St,john.brooks@morganstanley.com,,Salesforce
11012724,Inactive Investor,Steven Palmeri,,"FBL Marketing Services, LLC Miles City MT 8 S 8th St",steven.palmeri@fblfinancial.com,,Salesforce
11204257,Inactive Investor,Timothy Simpson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10983013,Inactive Investor,Jennifer Reed,,"Northwestern Mutual Investment Services, LLC Mickleton NJ 412 Kings Hwy",jennifer.j.reed@nm.com,,Salesforce
11222040,,Alexander Scott,,,ascott@wealthenhancement.com,,List Import
11254221,Inactive Investor,Daniel Cotamagana,Financial Advisor;Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
1006256,Inactive Investor,Alex Mashinsky,Founder & Chief Executive Officer,Celsius,alex@celsius.network,6465524499,3rd Party Lead Gen
11005175,Inactive Investor,Mark Rosinski,Financial Advisor;Wealth Advisor,Kotys Wealth Professionals,mark@kotyswealthpro.com,,Salesforce
11022321,Inactive Investor,Donald Snyder,Financial Advisor,LPL Financial LLC Marshfield WI 103 W McMillan St,donald.snyder@lpl.com,,Salesforce
10804526,Inactive Investor,George Vera,Financial Advisor,Citigroup Global Markets Inc. Washington DC 1901 Wisconsin Ave NW,george.vera@citi.com,,Salesforce
11057670,Inactive Investor,Eric Tolbert,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Cleveland OH 1422 Euclid Ave",eric.x.tolbert@ampf.com,,Salesforce
10916574,Inactive Investor,John Prewitt,,LPL Financial LLC Canton MI Private Residence,john.prewitt@lpl.com,,Salesforce
11073766,Inactive Investor,Kelly Stecklein,,The Institute Golden CO 14143 Denver West Pkwy,,,Salesforce
11108891,Inactive Investor,Phyllis Lancaster,Partner;Senior Wealth Advisor,"Mission Wealth Management, LP Greensboro NC 3608 W Friendly Ave",,,Salesforce
10869911,Inactive Investor,Ross Berman,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11157816,Inactive Investor,Lee Rosenblum,,"Osaic Wealth, Inc. Jupiter FL Private Residence",,,Salesforce
11046052,Inactive Investor,Ann Fiorita,Financial Advisor,LPL Financial LLC Sioux Falls SD 5032 S Bur Oak Pl,ann.fiorita@lpl.com,,Salesforce
11210056,Inactive Investor,Erik Schulz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,erik.schulz@fidelity.com,,Salesforce
11024239,Inactive Investor,Jeffrey Barrett,,State Farm VP Management Corp. Rochester NY 630 East Ave,jeff.barrett.ne7c@statefarm.com,,Salesforce
10943046,Inactive Investor,Mercedes Clifton,,"Kestra Investment Services, LLC Greensboro NC 328 E Market St",,,Salesforce
11031752,Inactive Investor,Arianna Franchak,Practice Manager,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",,,Salesforce
10891859,Inactive Investor,Delmer Watson,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9551825,,Jonathan Heng,,,jonathan@grasshopperasia.com,,List import
11082474,Inactive Investor,Ivane Jorjadze,,Citigroup Global Markets Inc.,,,Salesforce
9610322,,Manny Reyes,,,manueloreyesjr@gmail.com,,List import
11062821,Inactive Investor,Kevin Donovan,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",kevin.donovan@raymondjames.com,,Salesforce
11205757,Inactive Investor,Evelyn Zuk,,"Osaic FA, Inc. Glastonbury CT 10 Commerce St",,,Salesforce
10795102,Inactive Investor,Jeffrey Dvorak,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",,,Salesforce
9589726,,Roger N,,,roger_official@yahoo.com,,List import
11238074,Inactive Investor,Rachel Rymaszewski,,Prime Buchholz LLC,rachel.rymaszewski@primebuchholz.com,,Salesforce
9643684,,James Bond,,,paragonventure@pm.me,,List import
349696,,Christopher Zaback,Chief Financial Officer,"D. E. Shaw & Co., L.p.",czaback@deshaw.com,212-478-0000,Manual List Upload
9566247,,James H. Clark,,,jclark@stonedamllc.com,,List import
10886784,Inactive Investor,Deborah Gersell,,"Wells Fargo Advisors Financial Network, LLC Fenton MI 111 S Leroy St",,,Salesforce
11007473,Inactive Investor,Aimee Harrell,Registered Associate,Morgan Stanley Santa Maria CA 2005 S Broadway,aimee.harrell@morganstanley.com,,Salesforce
10993706,Inactive Investor,Daniel Curtin,,J.P. Morgan Securities LLC Hingham MA 92 Derby St,daniel.curtin@jpmorgan.com,,Salesforce
11032524,Inactive Investor,Zachary Golen,Financial Professional,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",zgolen@financialguide.com,,Salesforce
10645162,,Karen Salverson,,,ksalverson@interactivebrokers.com,,List Import
1001729,Inactive Investor,Geza Henni,President,DeBartolo Holdings,ghenni@debartoloholdings.com, +1 813 908 8400,
10927982,Inactive Investor,Taisha Fletcher,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11014561,Inactive Investor,Deborah Sheeley,,"Allstate Financial Services, LLC Harmony PA 115 Perry Hwy",,,Salesforce
10834059,Inactive Investor,Stephen Poitevint,,"Raymond James Financial Services, Inc. Bainbridge GA 908 Tallahassee Rd",stephen.poitevint@raymondjames.com,,Salesforce
10866284,Inactive Investor,Collette Ball,,State Farm VP Management Corp. Aiken SC 3066 Whiskey Rd,,,Salesforce
10880185,Inactive Investor,Alicia Register,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,alicia.scott@fmr.com,,Salesforce
11045187,Inactive Investor,Bradley Foutch,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",bradley.foutch@ml.com,,Salesforce
10842706,Inactive Investor,Noah Barrick,Financial Advisor,Morgan Stanley Boca Raton FL 1801 N Military Trl,noah.barrick@morganstanley.com,,Salesforce
10995868,Inactive Investor,Kenny Brown,Chief Operating Officer;President;Senior Vice President,AmeriTrust Investment Advisors Inc,,,Salesforce
11140616,Inactive Investor,Edward Wittenberg,,"Equity Services, Inc. Port Jefferson NY 320 Main St",wittenberg_ed@nlvmail.com,,Salesforce
11063494,Inactive Investor,Nicole Plumlee,Chief Operating Officer,"RBA Wealth Management, LLC",nplumlee@rba-wealth.com,,Salesforce
11067452,Inactive Investor,Ryan French,,Edward Jones Fargo ND 5120 Prosperity Way S,ryan.french@countryfinancial.com,,Salesforce
10851682,Inactive Investor,Lori Colclasure,Wealth Advisor,Commonwealth Financial Network Jupiter FL 2141 S Alternate A1A,lcolclasure@commonwealth.com,,Salesforce
10865489,Inactive Investor,Paul Nawrocki,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10843357,Inactive Investor,Kevin Doney,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,kevin.doney@opco.com,,Salesforce
11003743,Inactive Investor,Trey Albertson,Financial Advisor,Edward Jones Blackfoot ID 185 S Alder St,trey.albertson@edwardjones.com,,Salesforce
11013581,Inactive Investor,Justin Haddad,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10876496,Inactive Investor,Brandon Rossi,,"Northwestern Mutual Investment Services, LLC Mansfield TX 733 Hwy 287 N",brandon.rossi@nm.com,,Salesforce
10810956,Inactive Investor,Janet Gibson,Independent Representative,PFS Investments Inc. Meridian ID 1530 W State St,janet.gibson@primerica.com,,Salesforce
11168478,Inactive Investor,Delano Davis,,"Wells Fargo Clearing Services, LLC Charlotte NC 11230 Elm Ln",delano.d.davis@wellsfargo.com,,Salesforce
11028797,Inactive Investor,Elizabeth Jones,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10822040,Inactive Investor,Eugene Lonergan,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",eugene.lonergan@ampf.com,,Salesforce
9569583,,Carlos Ribeiro,,,cribeiro@gweiss.com,,List import
10798265,Inactive Investor,Jeffery Masters,Financial Advisor,"Independent Advisor Alliance, LLC Dunedin FL Private Residence",jeffery@independentadvisoralliance.com,,Salesforce
10955737,Inactive Investor,Andrew Barker,,"Raymond James Financial Services, Inc. Lexington KY 110 E 3rd St",andrew.barker@raymondjames.com,,Salesforce
10925354,Inactive Investor,Bradley Behrendt,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
10619897,,Jason Paplaski,,,jason@serenitywm.com,,List Import
11119292,Inactive Investor,Anna Kim,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,annakim@statefarm.com,,Salesforce
10486683,,Michael Oresick,Financial Advisor,"Wells Fargo Clearing Services, LLC",michael.oresick@wellsfargo.com,,List Import
10905626,Inactive Investor,Bradford Jones,,Infinity Financial Services Kingsport TN 117 Broad St,,,Salesforce
9558234,,wafae wafae,,,wafaebenaissa.14@outlook.fr,,List import
11174917,Inactive Investor,Randall Heinzen,,"Osaic Wealth, Inc. Manitowoc WI 2002 Marshall St",,,Salesforce
10818187,Inactive Investor,Christopher Cavileer,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,christopher.cavileer@jpmorgan.com,,Salesforce
9622850,,Brandon Cullum,,,cullum.brandon0426@gmail.com,,List import
10891103,Inactive Investor,Benjamin Kelley,Financial Advisor,"CUSO Financial Services, L.P. Gig Harbor WA 4524 Point Fosdick Dr NW",,,Salesforce
337246,,mingze yang,,[Unknown],67258768@qq.com,,source
9583670,,Richard Becker,,,rbecker@gwnsecurities.com,,List import
11172455,Inactive Investor,Robert Burger,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",,,Salesforce
9592629,,Ryan Tune,,,ryanolivertune@outlook.com,,List import
10936472,Inactive Investor,Steven Taber,,"M Holdings Securities, Inc. Dallas TX 5950 Sherry Ln",,,Salesforce
11148950,Inactive Investor,Brian Brooks,Wealth Advisor,Thrivent Investment Management Inc. Scottsdale AZ 17015 N Scottsdale Rd,brian.brooks@thrivent.com,,Salesforce
11221436,,Mary Brooks,,,mary@brooksfinancialplanning.com,,List Import
10972252,Inactive Investor,Arthur Muth,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,arthur_muth@glic.com,,Salesforce
231878,, -,,[[Unknown]],hdr19642710@yahoo.com,,Paid Search
11182995,Inactive Investor,Chad Eley,,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",,,Salesforce
10900123,Inactive Investor,Jason Zaffos,Financial Planning Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,jay.zaffos@morganstanley.com,,Salesforce
10985719,Inactive Investor,Victor Valtierra,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10987722,Inactive Investor,Ian Hamilton,,"Empower Financial Services, Inc Boston MA 100 Federal St",ian.hamilton@empower.com,,Salesforce
10613459,,Alexander Hurst,"Financial Advisor, Vice President",,alexander.hurst@ubs.com,,List Import
11083330,Inactive Investor,Stanislav Yordanov,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,stanislav.yordanov@jpmorgan.com,,Salesforce
10814054,Inactive Investor,Lori Ross,,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",lori.ross@rbc.com,,Salesforce
11039353,Inactive Investor,Terri Murray,Financial Advisor,Morgan Stanley Charleston SC 850 Morrison Dr,terri.murray@morganstanley.com,,Salesforce
10914664,Inactive Investor,Saima Machlovi,,Evercore Group L.L.C.,,,Salesforce
9570618,,Randall Mills,,,rick.k.mills@gmail.com,,List import
217335,,Derrick Handwerk,,United States,handwrek@yahoo.com,,
11083002,Inactive Investor,Paul Devenski,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Knoxville TN 1225 E Weisgarber Rd,pdevenski@rwbaird.com,,Salesforce
10606115,,David Weiner,"General Partner, Managing Partner, Portfolio Manager","Principal Street Partners, LLC",david.weiner@principalstreet.com,844-678-6900,List Import
10924309,Inactive Investor,Donald Svoboda,,"Osaic Wealth, Inc. Lincoln NE 5831 S 58th St",dsvoboda@osaicwealth.com,,Salesforce
10852547,Inactive Investor,Marc Beausoleil,,LPL Financial LLC Providence RI 42 Weybosset St,marc.beausoleil@lpl.com,,Salesforce
11004426,Inactive Investor,Sarah Wireman,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,sarah.wireman@primerica.com,,Salesforce
10898456,Inactive Investor,Alyssa Harris,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,alyssa_harris@vanguard.com,,Salesforce
10489970,,Evan Koch,"Chief Compliance Officer, Managing Member, President",EDK Advisory,evan@edkadvisory.com,972-731-4348,List Import
10937310,Inactive Investor,Tyson Jackson,,"FBL Marketing Services, LLC Ponca City OK 1312 Princeton Ave",tyson.jackson@fblfinancial.com,,Salesforce
11068268,Inactive Investor,Brad Nettune,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",bradley.nettune@ml.com,,Salesforce
10901352,Inactive Investor,David James,Investment Advisor Representative;Portfolio Manager,"Robert Harrell, Incorporated",djames@harrell.com,,Salesforce
10779844,Inactive Investor,Matthew Hardin,Chief Compliance Officer,"Foundation Wealth Management, LLC Saint Louis MO 8000 Maryland Ave",mhardin@fwmria.com,,Salesforce
10859419,Inactive Investor,Farrukh Kazmi,,"BFC Planning, Inc. Moorestown NJ Private Residence",,,Salesforce
9593088,,David Macleod,,,david@eclecticassociates.com,,List import
246119,,Not Provided,CEO,"Cellotape, Inc.",peter@theoffermanns.com,,Manual List Upload
10991027,Inactive Investor,Joseph Gyumolcs,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,jgyumolcs@ft.newyorklife.com,,Salesforce
11074744,Inactive Investor,Dareth Luna,Associate,Edward Jones Rocklin CA 2243 Misty Hollow Ct,,,Salesforce
11130656,Inactive Investor,Nickolus Stephens,Financial Advisor,"Ameriprise Financial Services, LLC Crestwood KY 6001 Claymont Village Dr",nickolus.l.stephens@ampf.com,,Salesforce
10962865,Inactive Investor,Bridget O'Connell,,"Truist Investment Services, Inc. King of Prussia PA 150 S Warner Rd",,,Salesforce
9635650,,Christopher Quaidoo,Associate Analyst,Snowcap Capital Management,cquaidoo@snowcm.com,,List import
11203047,Inactive Investor,Michael Mullins,Director;President,"Mullins Investment Management, Inc.",,,Salesforce
10616427,,Tonya Coleman,,,tonya.coleman@voya.com,,List Import
11199788,Inactive Investor,Spencer Kostrinsky,Client Associate,Neuberger Berman BD LLC,spencer.kostrinsky@nb.com,,Salesforce
11039434,Inactive Investor,Louis Karp,,"Allstate Financial Services, LLC Saint James NY 872 Middle Country Rd",louiskarp@allstate.com,,Salesforce
11025567,Inactive Investor,Gavin Kennedy,,Jefferies LLC,gkennedy@jefferies.com,,Salesforce
11058950,Inactive Investor,Arturo Bohorques,Supervisory Principal,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,arturo.j.bohorques@citigroup.com,,Salesforce
11058146,Inactive Investor,John Wolf,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",jack.wolf@truist.com,,Salesforce
10911865,Inactive Investor,Marla Vickrey,Wealth Manager,Hofer & Associates Wealth Management Rohnert Park CA 6040 Commerce Blvd,marla@hoferwm.com,,Salesforce
10875608,Inactive Investor,William Kelleher,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",william.kelleher@ml.com,,Salesforce
160674,,Antony Martin,,[Unknown],antonycafdmartin@gmail.com,,Paid Social
11175733,Inactive Investor,Brian Buglino,Investment Advisor Representative,"Equity Services, Inc. Holbrook NY Private Residence",bbuglino@nationallife.com,,Salesforce
9633088,,William Orkin,,,workinws@gmail.com,,List import
10797931,Inactive Investor,Christina Peterson,,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,,,Salesforce
11020052,Inactive Investor,Kathryn Pierson,,"Sanford C. Bernstein & Co., LLC",kathryn.pierson@bernstein.com,,Salesforce
9617338,,Bryan cutcher,,,bcutcher@gmail.com,,List import
9640301,,Dick Chen,,,dchen@hkbu.edu.hk,,List import
10771190,Inactive Investor,Stanley Klimek,,"LaSalle St Securities, L.L.C. Oak Brook IL 2021 Midwest Rd",sklimek@lasallest.com,,Salesforce
10488349,,Joe Foster,,"Ameritas Advisory Services, LLC",jfoster@ameritas.com,,List import
10783976,Inactive Investor,Kathy Alves,Director - Wealth Management;Financial Advisor;President;Regulatory Contact;Senior Vice President,"Barry Investment Advisors, LLC",kate@barryia.com,,Salesforce
10489720,,Phillip Eggers,Branch Manager,"Raymond James Financial Services Advisors, Inc Plano TX 5800 Granite Pkwy",phillip.eggers@raymondjames.com,,List Import
10952981,Inactive Investor,Thomas Ketzer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 9923 Rea Rd",thomas.ketzer@ml.com,,Salesforce
10793939,Inactive Investor,Travis Hanson,Chief Financial Officer;Operations Specialist,Saratoga Research & Investment Management,travis@saratogarim.com,,Salesforce
10925816,Inactive Investor,Nicklaus Webster,Financial Advisor,Edward Jones Odessa TX 6010 E Hwy 191,,,Salesforce
10777518,Inactive Investor,Patricia Weil,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",patricia.weil@schwab.com,,Salesforce
11208257,Inactive Investor,Brendan Hodges,,"Allstate Financial Services, LLC Westchester IL 10001 W Roosevelt Rd",,,Salesforce
11047302,Inactive Investor,Matthew Francis,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",matthew.francis@prudential.com,,Salesforce
27907,,ivan saitow,,none,dgemma787@gmail.com,6033461100,
11152536,Inactive Investor,Pedro Benavides,,"Osaic Wealth, Inc.",,,Salesforce
11027415,Inactive Investor,Fred Dittman,Chief Compliance Officer;Director;President,Virtuevian Ventures,,,Salesforce
11128442,Inactive Investor,Jodie Shtabsky,,"Osaic Wealth, Inc. Scottsdale AZ 14415 N 73rd St",,,Salesforce
10818618,Inactive Investor,Robert Adikes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dunedin FL 1080 Keene Rd",robert.adikes@ml.com,,Salesforce
10973026,Inactive Investor,Vanessa Hodgeman,,J.P. Morgan Securities LLC Carlsbad CA 2580 El Camino Real,vanessa.s.hodgeman@chase.com,,Salesforce
11071288,Inactive Investor,Nicholas Clark,,"Avantax Investment Services, Inc. Gulfport MS 12342 Ashley Dr",,,Salesforce
1001957,Inactive Investor,Gadi Peleg,Director,Cape Investment Advisors (CIA),gadi@cape-advisors.com, +1 212 697 1463,
109843,,Norman Boulanger,,Roads paving wa llc,norm@roadspavingwa.com,2063968339,
9568549,,James Dussold,,,bussldday@faskc.com,,List import
10960014,Inactive Investor,Johnna Johnson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10930031,Inactive Investor,Jeffrey Robertson,,Cetera Advisor Networks LLC Chehalis WA 365 NW Chehalis Ave,,,Salesforce
9628562,,Tyler Froeba,,,tfroeba.fcm@gmail.com,,List import
10863805,Inactive Investor,Fred Porter,,"FBL Marketing Services, LLC Albuquerque NM 2901 Juan Tabo Blvd NE",fred.porter@fbfs.com,,Salesforce
10814934,Inactive Investor,Joseph Nastasi,Investment Executive,LPL Financial LLC Lees Summit MO 200 NE Missouri Rd,joe.nastasi@lpl.com,,Salesforce
11125846,Inactive Investor,Craig Harbin,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",charbin@siebertnet.com,,Salesforce
9622118,,John Connor,,,juconnor25@yahoo.com,,List import
10845076,Inactive Investor,Laura Sullivan,,J.P. Morgan Securities LLC Novi MI 47350 Grand River Ave,laura.sullivan@jpmorgan.com,,Salesforce
10917495,Inactive Investor,Gary Garland,Chief Compliance Officer;Owner;President,"Integrated Wealth Solutions, LLC",gary@iwfamily.com,,Salesforce
10949117,Inactive Investor,Harsh Shah,,Goldman Sachs & Co.,,,Salesforce
11114426,Inactive Investor,Pasquale Rinaudo,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
10787044,Inactive Investor,Bonnie Raney,,"Truist Investment Services, Inc. Bradenton FL 4215 Cortez Rd W",bonnie.raney@truist.com,,Salesforce
11115961,Inactive Investor,Gina Trofimuk,,"Wells Fargo Advisors Financial Network, LLC Chicago IL 10 S Wacker Dr",gina.trofimuk@wellsfargoadvisors.com,,Salesforce
11237009,Inactive Investor,Lauren Martinez,Associate Director;Head - Research;Portfolio Management Director,"Choreo, LLC Charlotte NC 300 S Tryon St",lauren.martinez@choreoadvisors.com,,Salesforce
10935311,Inactive Investor,Robert Carr,,State Farm VP Management Corp. Guthrie Center IA 111 S 4th St,robertcarr@statefarm.com,,Salesforce
11268259,Inactive Investor,David Schawel,Chief Investment Officer,"Family Management Securities, LLC",dschawel@familymanage.com,212-872-9600,Salesforce
11032199,Inactive Investor,Brett Ludwig,Principal;Principal Advisor,JMG Financial Group Ltd Minneapolis MN 3601 Minnesota Dr,brettl@jmgfin.com,,Salesforce
11186436,Inactive Investor,Louis Sforza,Branch Manager;Director,UBS Financial Services Inc. Canonsburg PA 4000 Town Center Way,louis.sforza@ubs.com,,Salesforce
9633637,,Kasturi Mohamed Fuad,,,kasturi80@gmail.com,,List import
11124658,Inactive Investor,Matthew Ogle,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10817492,Inactive Investor,Linda Coules,Financial Advisor,Edward Jones North Port FL 3365 Bobcat Village Center Rd,linda.coules@edwardjones.com,,Salesforce
10909401,Inactive Investor,Michael McGowan,Financial Advisor,"Ameriprise Financial Services, LLC Granbury TX 606 Fall Creek Hwy",michael.mcgowan@ampf.com,,Salesforce
11155196,Inactive Investor,Ryan Smith,,PNC Investments Houston TX 2200 Post Oak Blvd,,,Salesforce
10824874,Inactive Investor,Douglas Marlow,Investment Advisor Representative,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
10847293,Inactive Investor,Michelle Sarmiento,Advisor Consultant,Neuberger Berman BD LLC Nashville TN Private Residence,michelle.sarmiento@nb.com,,Salesforce
10779442,Inactive Investor,Robert Whittington,Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,bob.whittington@ubs.com,,Salesforce
9629256,,sriranjani srinivasan,,,ranjani.s19@gmail.com,,List import
11173973,Inactive Investor,Nathan Stumberg,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nathan_stumberg@vanguard.com,,Salesforce
11165933,Inactive Investor,Carson Mccusker,,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",cmccusker@osaicwealth.com,,Salesforce
11173027,Inactive Investor,Kaitlyn Fanaroff,,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,kfanaroff@rockco.com,,Salesforce
11194050,Inactive Investor,Mario Alvarenga,,NYLIFE Securities LLC Rockville MD 10138 Sterling Ter,malvarenga@ft.newyorklife.com,,Salesforce
349659,,Mark Berman,Vice President,Palisade Capital Management Llc,markb@palisadecapital.com,201-585-7733,Manual List Upload
348339,,Edward Grassi,"Vice President, Portfolio Management","J.w.burns & Company, Inc.",edgrassi@jwburns.com,315-449-1341,Manual List Upload
10942941,Inactive Investor,Stephanie Schuller,,Cetera Financial Specialists LLC Southlake TX 530 E Southlake Blvd,,,Salesforce
9611341,,Haitham Alaini,,,haithamalaini@mac.com,,List import
11237211,Inactive Investor,Steven Goffner,Investment Advisor,11 Financial Forest Hills NY Private Residence,,,Salesforce
10812328,Inactive Investor,Eugene Martino,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,gene.martino@ubs.com,,Salesforce
10907503,Inactive Investor,Andrew Dodds,Co-Founder;Managing Member;Regulatory Contact,Crown Oak Advisors,,,Salesforce
9641451,,Maxence Bessonnaud,,,maxence@skl.services,,List import
11018626,Inactive Investor,Saltanat Mambetova,,J.P. Morgan Securities LLC San Mateo CA 3590 S El Camino Real,saltanat.mambetova@jpmorgan.com,,Salesforce
11158144,Inactive Investor,Stephen Spencer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tacoma WA 1148 Broadway",,,Salesforce
7509186,,Sharon Smith,,,himow83447@jthoven.com,,Web Form Fillout
11049792,Inactive Investor,Christopher Sceusa,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,christopher.sceusa@fmr.com,,Salesforce
11058786,Inactive Investor,Christine Muehlbrad,,"Woodmen Financial Services, Inc.",cmuehlbrad@woodmen.org,,Salesforce
11041406,Inactive Investor,Ryan Paschen,Financial Advisor,"Raymond James & Associates, Inc. Bloomfield Hills MI 39400 Woodward Ave",ryan.paschen@raymondjames.com,,Salesforce
11006461,Inactive Investor,William Bonacci,,"Wells Fargo Clearing Services, LLC Long Branch NJ 555 Ocean Blvd",,,Salesforce
9590753,,Mark Pingree,,,mark@fogcityadvisors.com,,List import
11222590,,Klaudia Conradt,,,kconradt@commonwealth.com,,List Import
10831969,Inactive Investor,Kacy Lotz,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",kacy.lotz@stifel.com,,Salesforce
9645152,,Karen Reichgott,,,karen.reichgott@gs.com,,List import
11047787,Inactive Investor,Andrew Moore,,LPL Financial LLC Indian Land SC Private Residence,a.moore369@lpl.com,,Salesforce
373459,,Jeremy Senderowicz,,[Unknown],jsenderowicz@vedderprice.com,,source
11160335,Inactive Investor,Richard Costa,,"Allstate Financial Services, LLC Laguna Beach CA 1475 Glenneyre St",rcosta@allstate.com,,Salesforce
11072357,Inactive Investor,Kevin Thompson,Financial Advisor,Edward Jones Millsboro DE 24077 Country Living Rd,kevin.thompson2@edwardjones.com,,Salesforce
54980,,Christopher Damiano,,"SunTrust Advisory Services, Inc.",christopher.damiano@suntrust.com,800-874-4770,
11145625,Inactive Investor,Bruce Nelson,,Country Capital Management Company Belvidere IL 130 S State St,bruce.nelson@countryfinancial.com,,Salesforce
10968118,Inactive Investor,Donovan Miller,Financial Planner,LPL Financial LLC Charlotte NC 5950 Fairview Rd,donovan.miller@lpl.com,,Salesforce
11260877,Inactive Investor,Henry Gonzalez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11137812,Inactive Investor,Joseph Luna,,J.P. Morgan Securities LLC Long Beach CA 2240 E Carson St,,,Salesforce
9616976,,Francis Alexander,,,franalex2@yahoo.com,,List import
10762696,Inactive Investor,Antony Pougnet,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,antony.pougnet@ubs.com,,Salesforce
10487571,,Jared Singh,"Financial Advisor, Financial Planning Specialist",Morgan Stanley,jared.singh@morganstanley.com,,List Import
9592023,,Rebekah Kohmescher,,,rkohmescher@altairadvisers.com,,List Import
9599384,,John Scott,,,jscott@cefadvisors.wordpress.com,,List import
9554693,,Nickie Norris,,,nnorris@newheritagecapital.com,,List import
10960548,Inactive Investor,Lauren Mitchell,,"First Command Brokerage Services, Inc. Colorado Springs CO 615 Wooten Rd",lrmitchell@firstcommand.com,,Salesforce
10888890,Inactive Investor,Angelica Feoli,,Jefferies LLC Miami FL 1450 Brickell Ave,afeoli@jefferies.com,,Salesforce
9550094,,het rwefv,,,ef@wv.con,,List import
10457408,,Adam Ohanka,,,adam0789@seznam.cz,,Web form fillout
9632073,,brian kim,,,amzang@gmail.com,,List import
9564991,,Christopher Hart,,,chart@brinkercapital.com,,List import
9621506,,nathalie kazzi,,,nathalie@bluetreeadvisors.ch,,List import
10791366,Inactive Investor,Rasahn Reynolds,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",rasahn.reynolds@53.com,,Salesforce
341286,,Christine Erimias,Chief Financial Officer And Chief Operating Officer,Fragasso Financial Advisors,cerimias@fragassoadvisors.com,412-227-3200,Manual List Upload
10907800,Inactive Investor,Carina Juarez,,J.P. Morgan Securities LLC Maricopa AZ 21650 N John Wayne Pkwy,carina.juarez@jpmorgan.com,,Salesforce
35858,,Zachary Zenda,"Financial Advisor, Financial Professional","MML Investors Services, LLC",zzenda@massmutual.com,908-252-2370,
10614041,,John Hiz,Financial Advisor,,john.hiz@wellsfargoadvisors.com,,List Import
10940734,Inactive Investor,Gregory Phillips,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",gregory.phillips@nm.com,,Salesforce
11160948,Inactive Investor,Mark Brenneman,Advisor,Commonwealth Financial Network Harrisonburg VA 305 Lucy Dr,mbrenneman@commonwealth.com,,Salesforce
9589138,,Barbara Ansel,,,songmatee@hotmail.com,,List import
9613024,,Nicholas Fedako,,,nfedako@sbhic.com,,List import
1005110,Inactive Investor,Eran Tromer,,Eran Tromer,grayscale2eran@tromer.org,857 928 2563,
11059682,Inactive Investor,Dominic Triglia,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",dominic.triglia@equitable.com,,Salesforce
10919736,Inactive Investor,Aria Khalili,Chief Compliance Officer;Founder;Managing Director,Pariax Private Wealth Management,aria@pariax.com,,Salesforce
220271,,George Chen,,[Unknown],gc@us.homaer.com,,Direct
9570363,,Paul Twilling,,,paul.twilling@53.com,,List import
11148919,Inactive Investor,Kenneth Behm,Financial Planner,PlanMember Securities Corporation Tacoma WA 4424 6th Ave,kbehm@planmembersec.com,,Salesforce
10799639,Inactive Investor,Anthony Coco,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",acoco@royalaa.com,,Salesforce
10994684,Inactive Investor,Elisabeth Blount,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 200 Park Ave,elisabeth.blount@citi.com,,Salesforce
10890461,Inactive Investor,Laurel Renkert,Financial Advisor,LPL Financial LLC Anchorage AK 3150 C St,laurel.renkert@lpl.com,,Salesforce
11053200,Inactive Investor,Robert Nelson,Chief Executive Officer;Founding Partner;Managing Member,"NorthRock Partners, LLC",rob@northrockpartners.com,,Salesforce
11014112,Inactive Investor,Rita Azortibah,,J.P. Morgan Securities LLC Union City CA 34536 Alvarado Niles Rd,rita.azortibah@jpmorgan.com,,Salesforce
11043720,Inactive Investor,Joseph Clark,,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",joseph.clark@raymondjames.com,,Salesforce
11142481,Inactive Investor,Michael Cullipher,Financial Specialist,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",mike.cullipher@schwab.com,,Salesforce
10908099,Inactive Investor,Frederic Rizzo,,"Ausdal Financial Partners, Inc. Chicago IL 736 N Hudson Ave",fredericrizzo@afpadvisor.com,,Salesforce
234492,, -,,[[Unknown]],jimfasi@icloud.com,,
10970835,Inactive Investor,Paul Naples,,"HighTower Securities, LLC",pnaples@hightoweradvisors.com,,Salesforce
11238176,Inactive Investor,NEIL TIDWELL,,"NOMURA SECURITIES INTERNATIONAL, INC.",neil.tidwell@nomura.com,,Salesforce
233398,, -,,[[Unknown]],luma68c@hotmail.com,,
11174043,Inactive Investor,Wesley Mathis,,"Osaic Wealth, Inc. Duluth GA 3505 Koger Blvd",,,Salesforce
10488998,,Paul Torres,,"OneAmerica Securities, Inc. Frisco TX 5750 Genesis Ct",paulandclanci@gmail.com,,List Import
11154854,Inactive Investor,Lucille Denos,Financial Advisor,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,lucille.denos@ubs.com,,Salesforce
10753785,Inactive Investor,Gerald Lyon,,"Raymond James Financial Services, Inc. Alexandria VA 1800 Diagonal Rd",gerald.lyon@raymondjames.com,,Salesforce
246341,,Not Provided,MD,SIFMA,kbrandon@sifma.org,,Manual List Upload
10958908,Inactive Investor,Deanna Roeger,,"MAI Capital Management, LLC",deanna.roeger@mai.capital,,Salesforce
10922119,Inactive Investor,David Ballheim,Investment Consultant;President,Ballheim Financial LLC,david@ballheimfinancial.com,,Salesforce
11128574,Inactive Investor,Carolyn George,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",carolyn_m_george@ml.com,,Salesforce
11165158,Inactive Investor,Lindsey Griffin,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",lindsey.griffin@bofa.com,,Salesforce
10855438,Inactive Investor,Matthew Bartolomei,Financial Advisor;Senior Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,matthew.bartolomei@morganstanley.com,,Salesforce
10794788,Inactive Investor,Timothy Mcgowan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,timothy.mcgowan@fmr.com,,Salesforce
10859117,Inactive Investor,Bradley Harken,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,bradley.harken@primerica.com,,Salesforce
11129705,Inactive Investor,Anna Dearborn,Relationship Manager,"Principal Securities, Inc. Danville CA Private Residence",dearborn.anna@principal.com,,Salesforce
10807290,Inactive Investor,Matthew Bungo,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",matthew.bungo@schwab.com,,Salesforce
11211695,Inactive Investor,Michael Hartwell,Financial Professional Associate,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",michael.hartwell@prudential.com,,Salesforce
10860042,Inactive Investor,William Nalty,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",will.nalty@raymondjames.com,,Salesforce
9583976,,Jason Smith,,,jason@hausmanadvisors.com,,List import
10803556,Inactive Investor,Matthew Smith,Senior Financial Advisor,"Benjamin F. Edwards & Company, Inc. Six Mile SC 3316 Walhalla Hwy",matthew.smith@benjaminfedwards.com,,Salesforce
11006244,Inactive Investor,Raul Barrientos Ferrufino,,"Wells Fargo Clearing Services, LLC Ocala FL 3201 SW College Rd",,,Salesforce
10757593,Inactive Investor,Mark Winter,,"Kestra Investment Services, LLC Westlake Village CA 2393 Townsgate Rd",,,Salesforce
514,,,,,mamacorolla@yeah.net,,
116518,,John Creteau,Financial Advisor,"Voya Financial Advisors, Inc.",john.creteau@voyafa.com,603-332-6518,
9626452,,Demian DeViccaro,,,demiandeviccaro@aol.com,,List import
11060066,Inactive Investor,Craig Rosenblatt,,Cetera Advisor Networks LLC Castro Valley CA 3726 Castro Valley Blvd,rosenblattc@ceteranetworks.com,,Salesforce
10648148,,Jeffrey Collyer,,,jeffrey.collyer@bankerslife.com,,List Import
9550110,,Robert Raymos,,,rgraymos@voyafa.com,,List import
10804321,Inactive Investor,Daryl Braley,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",daryl.braley@raymondjames.com,,Salesforce
11156899,Inactive Investor,Paul Martin,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",paul.martin@equitable.com,,Salesforce
9627699,,Fred Croft,,,fwcroft@yahoo.com,,List import
10840950,Inactive Investor,Harvey Bailey,Financial Consultant,"Next Financial Group, Inc. Charlotte NC 4520 Mint Hill Village Ln",,,Salesforce
11090745,Inactive Investor,Peter Petrella,,"Cambridge Investment Research, Inc. Medford MA 1 Shipyard Way",,,Salesforce
11229335,Inactive Investor,Katherine Tanner,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
10818739,Inactive Investor,Laura Duvall,Financial Representative,LPL Financial LLC Eugene OR 895B Country Club Rd,laura.duvall@lpl.com,,Salesforce
11019069,Inactive Investor,Michael Tonga,,J.P. Morgan Securities LLC Lees Summit MO 890 E Langsford Rd,,,Salesforce
11045575,Inactive Investor,Joseph Clement,,"Osaic Wealth, Inc. Genoa OH 615 Main St",joe.clement@osaicwealth.com,,Salesforce
11238782,Inactive Investor,Joshua Sasouness,,Dwight Securities Management LLC,js@dwightcap.com,,Salesforce
11003252,Inactive Investor,Brenda Santos,,"OneAmerica Securities, Inc. Providence RI 2 Regency Plz",bsantos01@ft.newyorklife.com,,Salesforce
340658,,John Wells,Chairman And Limited Liability Partner - Individual Partner,Leadenhall Capital Partners,john.wells@leadenhallcp.com, -77463542,Manual List Upload
11238237,Inactive Investor,CATHERINE NEWMAN,,"American Portfolios Financial Services, Inc.",cnewman@americanportfolios.com,,Salesforce
371202,,Satish Manduva,,[Unknown],satish@intellisofttech.com,,source
10882823,Inactive Investor,Corey Jansen,Financial Planner;Owner,Jansen Financial,,,Salesforce
10912026,Inactive Investor,Chinmay Sahu,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",chinmay.sahu@ampf.com,,Salesforce
11095886,Inactive Investor,Angela Sebastiano,Vice President,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,angela.m.sebastiano@us.hsbc.com,,Salesforce
370931,,Hjb Bhf,,United States,gggg@gmail.com,,Salesforce
10976321,Inactive Investor,Laarni Frank,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",,,Salesforce
11211752,Inactive Investor,Andrew Andrikopoulos,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",andrew.andrikopoulos@ampf.com,,Salesforce
9466627,,Joseph Timothy Brereton,,Joseph Brereton,joebrereton@gmail.com,,List Import
10894974,Inactive Investor,Nicholas Filippo,Chief Marketing Officer;Senior Relationship Manager,Tower Bridge Advisors,nfilippo@towerbridgeadvisors.com,,Salesforce
215617,,Edward Lampert,Chief Executive Officer,"ESL Investments, Inc.",eddie@eslinvest.com,1-305-702-2100,Database Upload
10792419,Inactive Investor,Sharon Young,Financial Planner,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",sharon.young@prudential.com,,Salesforce
10893580,Inactive Investor,Jeffrey Kreinbring,,"Cambridge Investment Research, Inc. Solon IA 201 E Main St",,,Salesforce
11070443,Inactive Investor,Pamela Zedick,Financial Advisor,"Valley Wealth Strategies, LLC Dana Point CA 24681 La Plz",pzedick@zukfinancial.com,,Salesforce
10757834,Inactive Investor,Patrick Lopker,Financial Advisor;Senior Portfolio Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",patrick.lopker@wellsfargoadvisors.com,,Salesforce
10782279,Inactive Investor,Brandon Bergstrom,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",brandon_bergstrom@ml.com,,Salesforce
11102205,Inactive Investor,Daniel Cutler,,"Osaic Wealth, Inc. Tucson AZ 5995 E Grant Rd",,,Salesforce
10762091,Inactive Investor,Leslie Puckhaber,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",,,Salesforce
11207489,Inactive Investor,Brett Woods,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",brett.woods@ml.com,,Salesforce
11033879,Inactive Investor,Tony Pao,,NYLIFE Securities LLC Lake Mary FL 801 International Pkwy,typao@ft.newyorklife.com,,Salesforce
10617178,,Peter Daley,,,peter.daley@jpmorgan.com,,List Import
11033576,Inactive Investor,Ryan Rummelhoff,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,ryan.rummelhoff.jahp@statefarm.com,,Salesforce
224936,,Andy Zrubek,,[Unknown],andoggyz@yahoo.com,,Organic Search
10974835,Inactive Investor,Meagan Reeves,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11084247,Inactive Investor,Frank Ammirato,,Nationwide Planning Associates Inc.,fammirato@nationwideplanning.com,,Salesforce
10825685,Inactive Investor,Joseph Musolino,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",,,Salesforce
174592,,Richard Park,,[Unknown],rjtpark@gmail.com,,
10900496,Inactive Investor,Lorenzo Gutierrez,,VectorGlobal WMG,,,Salesforce
10963010,Inactive Investor,Keith Mcgough,,"Kestra Investment Services, LLC Mars PA 7011 Crider Rd",,,Salesforce
6124,, -,,[[Unknown]],mridti2218@gmail.com,,Initial Salesforce Import
9616533,,Roger Reynolds,,,randkreynolds@usa.net,,List import
11025839,Inactive Investor,Autumn Keller,Financial Consultant;Wealth Advisor,Thrivent Investment Management Inc. Helena MT 2600 Winne Ave,autumn.keller@thrivent.com,,Salesforce
11079691,Inactive Investor,Alexander Villalobos,,Jefferies LLC San Francisco CA 101 California St,avillalobos@jefferies.com,,Salesforce
9604684,,Myran Thorton,,,rosalinsa.mcclou@yahoo.com,,List import
10934546,Inactive Investor,Aaron Kolkman,Family Advisor;President,Fidere Advisors,,,Salesforce
11174634,Inactive Investor,Gary Spencer,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 931 N Plum Grove Rd",gary.x.spencer@ampf.com,,Salesforce
11116130,Inactive Investor,Michael Golding,,Citigroup Global Markets Inc.,michael.p.golding@citi.com,,Salesforce
10903077,Inactive Investor,Steven Crate,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",steven.crate@ml.com,,Salesforce
10952342,Inactive Investor,Jason Selbach,,"FMSbonds, Inc. Frisco TX 5 Cowboys Way",jselbach@fmsbonds.com,,Salesforce
10775414,Inactive Investor,Michael Kanter,Chief Financial Officer;Regulatory Contact,Linden Global Strategies LLC,mkanter@lgsllc.com,,Salesforce
11220157,,John Devries,,,jdevries@aam.us.com,,Other
337462,,Michael Nestle,Analyst,"Union Park Capital Management, L.p.",michael@union-park.com,857-254-1751,Manual List Upload
348779,,Matthew Sherbine,Secretary,Gci Financial Group,matthew.sherbine@gcifg.com,973-543-2133,Manual List Upload
11233970,Inactive Investor,William Reetz,,"Northland Securities, Inc. Omaha NE 1620 Dodge St",,,Salesforce
11007870,Inactive Investor,Miguel Carneiro,Financial Advisor;Financial Analyst,"Connecticut Wealth Management, LLC",mcarneiro@ctwealthmgmt.com,,Salesforce
10878194,Inactive Investor,Virginia Stevens,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,ginger.stevens@fmr.com,,Salesforce
10848436,Inactive Investor,Jeffrey Larsen,Financial Advisor,Edward Jones Park Ridge IL 131 N Northwest Hwy,jeffrey.larsen@edwardjones.com,,Salesforce
10878643,Inactive Investor,Randall Schmitz,,"Harbour Investments, Inc. Appleton WI 1920 E Northland Ave",,,Salesforce
11024992,Inactive Investor,Carla Boutin,,State Farm VP Management Corp. Dawsonville GA 137 Prominence Ct,,,Salesforce
9585006,,Tom Griffin,,,tcgriffin3@gmail.com,,List import
10954145,Inactive Investor,Torrell Ackles,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10879323,Inactive Investor,William Timken,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9637409,,Alhmo Ibno,,,ibnu.adyan@fiberstar.co.id,,List import
10807076,Inactive Investor,Scott Miranto,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo NY 4241 Maple Rd",scott.miranto@ampf.com,,Salesforce
11130662,Inactive Investor,Shannon Sipes,Operations Manager;Paraplanner;Practice Manager,"Ameriprise Financial Services, LLC New Port Richey FL 5701 Main St",shannon.l.sipes@ampf.com,,Salesforce
10841264,Inactive Investor,Jeremy Untz,Financial Advisor,Edward Jones Menomonie WI 2303 Schneider Ave SE,jeremy.untz@edwardjones.com,,Salesforce
10879851,Inactive Investor,Holly Glass,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",holly.glass@truist.com,,Salesforce
10895759,Inactive Investor,Carrie Hulen,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",carrie.hulen@wfafinet.com,,Salesforce
9616965,,Karey Irwin,,,kareyi@leithwheeler.com,,List import
11132614,Inactive Investor,Joshua Cromer,Wealth Manager,Creative Planning Austin TX Private Residence,joshua.cromer@creativeplanning.com,,Salesforce
11129947,Inactive Investor,Korayma Robledo,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,krobledo@primerica.com,,Salesforce
11041560,Inactive Investor,Anthony Graffeo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anthony.graffeo@jpmorgan.com,,Salesforce
11080929,Inactive Investor,Carolina Padilla,,"Allstate Financial Services, LLC Alamogordo NM 820 Scenic Dr",cpadilla@allstate.com,,Salesforce
10913555,Inactive Investor,Ronald Wright,Financial Advisor,"Voya Financial Advisors, Inc. Tampa FL 2202 NW Shore Blvd",ronald.wright@voyafa.com,,Salesforce
11131626,Inactive Investor,Timothy Wray,Co-Founder;Principal,V3Limited LLC,twray@v3-limited.com,,Salesforce
10938305,Inactive Investor,Blake Rhodes,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11073723,Inactive Investor,Adele Mussry,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,adele.mussry@morganstanley.com,,Salesforce
10920143,Inactive Investor,Mark Kuning,,"Farmers Financial Solutions, LLC Longview WA 1556 3rd Ave",,,Salesforce
10868570,Inactive Investor,John Mannbeck,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
9556527,,Stephen Patton,,,smpatton@ft.newyorklife.com,,List import
9566632,,Gary Smith,,,gsmith@cantella.com,,List import
10962006,Inactive Investor,Judith Low,,NYLIFE Securities LLC White Plains NY 44 S Broadway,jlow@ft.newyorklife.com,,Salesforce
11131712,Inactive Investor,Dylan Devers,,Cetera Advisor Networks LLC Morrison IL 301 E Main St,,,Salesforce
9548163,,EROL Altunbay,,,erolaltunbay@yahoo.com,,List import
11165903,Inactive Investor,Pamela Bradford,,PFS Investments Inc. Sugar Land TX 12946 Dairy Ashford Rd,pbradford.7vknc@primerica.com,,Salesforce
10920193,Inactive Investor,Gregory Carrico,Chief Compliance Officer;Co-Founder;Investment Advisor Representative;Managing Member;President,"Legacy Wealth Advisors, LLC",gcarrico@legacy-wealth.com,,Salesforce
11008496,Inactive Investor,Christopher Kizis,Managing Director,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",chris.kizis@wellsfargoadvisors.com,,Salesforce
11191534,Inactive Investor,Marc Segelnick,Senior Financial Advisor,"Clutch Capital Management, LLC West Hempstead NY Private Residence",msegelnick@clutchcap.com,,Salesforce
9633439,,Shah Asif Alam,,,alamsasif@gmail.com,,List import
11115802,Inactive Investor,Luke Vrijland,,"NewEdge Securities, Inc. Katy TX 605 Park Grove Ln",,,Salesforce
11037008,Inactive Investor,Frank Stanley,,"Tactive Advisors, LLC Carlsbad CA 5857 Owens Ave",frank.stanley@tactivewealth.com,,Salesforce
11213246,Inactive Investor,Jason Clark,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,jasonclark.team@fidelity.com,,Salesforce
11165243,Inactive Investor,George Knudsvig,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",george.knudsvig@ml.com,,Salesforce
11086161,Inactive Investor,Anthony Guerriero,,"Allstate Financial Services, LLC Fairfield NJ 186 Fairfield Rd",aguerriero@allstate.com,,Salesforce
11098631,Inactive Investor,Emma Conrad,Financial Advisor,Robert W. Baird & Co. Incorporated Charleston WV 200 Association Dr,ebusse@rwbaird.com,,Salesforce
10976812,Inactive Investor,Benjamin Bahr,,J.P. Morgan Securities LLC Elk Grove Village IL 100 E Higgins Rd,benjamin.j.bahr@chase.com,,Salesforce
11142359,Inactive Investor,Barbara Hunter,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",barbarahunter@financialguide.com,,Salesforce
10930005,Inactive Investor,Dinesh Lingamaneni,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,dlingamaneni@jefferies.com,,Salesforce
11254725,Inactive Investor,Dustin Lana,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10845225,Inactive Investor,Joseph Morgan,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,josephmorgan@statefarm.com,,Salesforce
10812043,Inactive Investor,Clifton Bradley,Financial Advisor,Edward Jones Murfreesboro TN 1508 Carl Adams Dr,delon.bradley@edwardjones.com,,Salesforce
9633114,,Edward Gronka,,,egronka@gmail.com,,List import
11189354,Inactive Investor,Joyce Tice,,"Horace Mann Investors, Inc. Charlotte NC 2101 Sardis Rd N",joyce.tice@horacemann.com,,Salesforce
10919945,Inactive Investor,Conor Mullee,Financial Advisor,Edward Jones Ashburn VA 43330 Junction Plz,conor.mullee@edwardjones.com,,Salesforce
10488430,,Bryan Kucholtz,,Texas Capital Bank Private Wealth Advisors,bkucholtz@gmail.com,,List Import
9555917,,Ivan Gomez,,,igomez02412@yahoo.com,,List import
10510831,,Ravindra Koka,CEO,StockSnips Inc,rkoka@stocksnips.net,,List Import
10769759,Inactive Investor,John Going,,"Osaic FS, Inc. Houston TX 1502 Augusta Dr",,,Salesforce
9561621,,Rutu Taware,,,rututaware11@gmail.com,,List import
10863135,Inactive Investor,James Aquilina,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,james.aquilina@ubs.com,,Salesforce
9633471,,Leon Miri,,,lmiri@yahoo.com,,List import
11061949,Inactive Investor,Edmur Cigarroa,,J.P. Morgan Securities LLC San Diego CA 2551 5th Ave,edmur.cigarroa@jpmorgan.com,,Salesforce
11027875,Inactive Investor,Terrian Miley,,"American Fidelity Securities, Inc.",scott.miley@af-group.com,,Salesforce
10965098,Inactive Investor,Taylor Wilson,Chief Compliance Officer;President,Greenstone Wealth Management,,,Salesforce
11021520,Inactive Investor,Monique Melendez,,J.P. Morgan Securities LLC Oviedo FL 3 Alafaya Woods Blvd,monique.melendez@jpmorgan.com,,Salesforce
10850774,Inactive Investor,Mickale Gilbert,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mickale.gilbert@schwab.com,,Salesforce
9541024,,Velda Sulianto,,,veldaliim@gmail.com,,List import
9615122,,Christopher -,,,chuffbiotech@msn.com,,List import
10810995,Inactive Investor,Joseph Silverman,Financial Advisor;Senior Vice President,Morgan Stanley Boca Raton FL Private Residence,joseph.silverman@morganstanley.com,,Salesforce
10862989,Inactive Investor,Josie Chuang,,J.P. Morgan Securities LLC Diamond Bar CA 2717 S Diamond Bar Blvd,josie.chuang@jpmorgan.com,,Salesforce
9607277,,Linlee Richardson,,,linlee.richardson@gmail.com,,List import
10945094,Inactive Investor,Deborah Ittner,,Ahlbeck Financial,,,Salesforce
370953,,Vijay Patel,,United States,vpatel3930@aol.com,,Salesforce
10843416,Inactive Investor,Doyel Price,Director;Financial Advisor;Owner;President;Vice President,Invicta Financial Group,doyel@invictafg.com,,Salesforce
92822,,Corrine Wilson,Principal,Redw Wealth Llc,cwilson@redw.com,505-998-3200,
206319,,DENG JIE,,[Unknown],110859739@qq.com,,
231794,,bob arsenault -,,[[Unknown]],barsenault@msn.com,,Direct
10872089,Inactive Investor,Ryan Paulson,,State Farm VP Management Corp. Clackamas OR 12901 SE 97th Ave,,,Salesforce
10843559,Inactive Investor,Scott Anderson,Vice President,GW Financial Newport Beach CA 4695 Macarthur Ct,,,Salesforce
10951035,Inactive Investor,Dana Nelson,Senior Representative,PFS Investments Inc. Londonderry NH 25 Nashua Rd,,,Salesforce
10963408,Inactive Investor,Amanda Walsh,Chief Compliance Officer,Washington Avenue Advisors,awalsh@waadvisors.com,,Salesforce
10989067,Inactive Investor,Tyler Haynes,,"Arete Wealth Management, LLC Knoxville TN 900 S Gay St",tyler.haynes@aretewealth.com,,Salesforce
10932232,Inactive Investor,David Schlosser,Member,"QCFO, LLC",,,Salesforce
9602493,,Christopher Pedersen,,,christophersoeren@hotmail.com,,List import
11082518,Inactive Investor,Dana Pelkey,Financial Planner,"Pruco Securities, LLC. Dover NH 6 Dover Point Rd",dana.pelkey@prudential.com,,Salesforce
11193535,Inactive Investor,Melissa Bailey,Senior Client Service Associate,Morgan Stanley Jacksonville FL 50 N Laura St,melissa.bailey@morganstanley.com,,Salesforce
11012355,Inactive Investor,John Reynolds,Compliance Associate,"Midwestern Securities Trading Company, LLC Lake Stevens WA Private Residence",jreynolds@midwesternsecurities.com,,Salesforce
10796601,Inactive Investor,Clifford O'Conner,Chief Compliance Officer;President,"C.W. O'Conner Wealth Advisors, Inc.",cliff@cwoconner.com,,Salesforce
10781200,Inactive Investor,Jeffrey Grieb,,"Northern Trust Securities, Inc.",grieb.jeffrey@ntrs.com,,Salesforce
10982855,Inactive Investor,LaTrisha Reed,Associate,Edward Jones Sidney OH 153 Village Green Dr,latrisha.reed@edwardjones.com,,Salesforce
10958187,Inactive Investor,Kristopher Martin,Senior Vice President;Wealth Advisor,Element Pointe Family Office,kmartin@elementpointe.com,,Salesforce
10950688,Inactive Investor,Robin Pilkinton,,"Wells Fargo Clearing Services, LLC Bakersfield CA 8000 White Ln",robin.m.pilkinton@wellsfargo.com,,Salesforce
11025479,Inactive Investor,Juan Abascal,,J.P. Morgan Securities LLC Highland Park IL 255 Skokie Valley Rd,juan.j.abascal@chase.com,,Salesforce
9567944,,Christian Stanley,,,christian.stanley@greenspringadvisors.com,,List import
195635,,Arianne Neumark,,[Unknown],aneumark@yahoo.com,,source
10899916,Inactive Investor,Daniel Obuchowski,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Manhasset NY 1900 Northern Blvd",daniel.obuchowski@schwab.com,,Salesforce
10895937,Inactive Investor,Austin Goody,,Fidelity Brokerage Services LLC,,,Salesforce
11185379,Inactive Investor,Philip Rollhaus,Managing Member;Partner;Shareholder,Matter Family Office Denver CO 210 University Blvd,nrollhaus@matterfamilyoffice.com,,Salesforce
10813018,Inactive Investor,John Kay,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Grosse Pointe MI 63 Kercheval Ave,howard.kay@opco.com,,Salesforce
10834556,Inactive Investor,Kylie Sprecher,Client Specialist,Robert W. Baird & Co. Incorporated,ksprecher@rwbaird.com,,Salesforce
11098946,Inactive Investor,Ethan Anderson,,"Raymond James Financial Services, Inc. Grand Rapids MI 5940 Tahoe Dr SE",ethan.anderson@raymondjames.com,,Salesforce
10943303,Inactive Investor,Cheri Young,,"Pinnacle Wealth Management, Inc.",,,Salesforce
9554281,,lui Kim,,,chan8820s@gmail.com,,List import
10782958,Inactive Investor,James Norman,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",james.norman@wellsfargoadvisors.com,,Salesforce
10840375,Inactive Investor,Michael Gold,,"Principal Securities, Inc. San Rafael CA 1579 Lincoln Ave",gold.michael@principal.com,,Salesforce
9635312,,Gina Price,,,ginab@dupree-funds.com,,List import
10489297,,Steven Schlegel,"Financial Advisor, Financial Planner, Founder",Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,steven.schlegel@schlegeldunn.com,,List Import
10924829,Inactive Investor,Michael Vandenburg,Chief Compliance Officer;Founder;President,"Coast Wealth Management, Inc.",mvandenburg@coastwealthmanagement.com,,Salesforce
11080015,Inactive Investor,Jessica Brand,,Edward Jones West Fargo ND 1365 Prairie Pkwy,jessica.brand@edwardjones.com,,Salesforce
113061,,Kenneth Lambert,Managing Member,"Peavine Capital, Llc",klambert@peavinecapital.com,775-337-3900,Manual List Upload
10935314,Inactive Investor,Dustin Deal,,Cetera Advisor Networks LLC Hickory NC 200 1st Ave NW,,,Salesforce
10782226,Inactive Investor,Charles Mitchell,Financial Advisor,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",charlie.mitchell@wellsfargoadvisors.com,,Salesforce
10932697,Inactive Investor,Mary Shimandle,,PFS Investments Inc. Chicago IL 1856 N Leclaire Ave,mary.shimandle@primerica.com,,Salesforce
9644109,,José Benjumea,,,tenniswithjose@gmail.com,,List import
11091531,Inactive Investor,Craig Braun,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",craig.braun@stifel.com,,Salesforce
332454,,Paul Germano,,[Unknown],paul@germanopi.com.au,,Organic Search
346936,,David Calder,Vice President,"Halifax Investment Management, L.l.c.",dcalder@thehalifaxgroup.com,202-530-8300,Manual List Upload
11001540,Inactive Investor,Danah Gonzalez,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,,,Salesforce
10883404,Inactive Investor,Gregory Snow,Financial Advisor,Edward Jones Midlothian VA 6001 Harbour Park Dr,greg.snow@edwardjones.com,,Salesforce
11154753,Inactive Investor,Suoeja Kummar,,"Osaic Wealth, Inc. Toledo OH 6029 Renaissance Pl",,,Salesforce
9606945,,Michael Henley,,,mhenley@brandywineoak.com,,List import
10649628,,J.D. Leggott,,,jdleggott@cressetcapital.com,,Web Form Fillout
10869337,Inactive Investor,Andrew Smith,,"Cambridge Investment Research, Inc. Jacksonville FL 1400 Prudential Dr",,,Salesforce
9644160,,Igor Janevski,,,igor.janevski@horizontsk.com.mk,,List import
11035774,Inactive Investor,Julianne Rose,Wealth Strategy Associate,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,julianne.rose@ubs.com,,Salesforce
11139746,Inactive Investor,Harrison Armstrong,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",harrison.armstrong@ml.com,,Salesforce
11120986,Inactive Investor,Kaytlin Gochenaur,Financial Advisor,"Ameriprise Financial Services, LLC Saranac Lake NY 43 Broadway",kaytlin.gochenaur@ampf.com,,Salesforce
10947110,Inactive Investor,Jessica Silverman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10877268,Inactive Investor,Justin Carruthers,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10949975,Inactive Investor,Joshua Wentz,,"Avantax Investment Services, Inc. Cincinnati OH 901 Adams Xing",,,Salesforce
9634908,,John Stubbs,,,john@rootstockadvisors.com,,List import
11166111,Inactive Investor,John Kilgallon,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
242522,,Pierre Cardon,Senior Strategist,[Unknown],pierre.cardon@bis.org,41794565250,Database Upload
11125396,Inactive Investor,Michael McClellan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michael.mcclellan@fidelity.com,,Salesforce
10919055,Inactive Investor,Ryan Day,Financial Advisor,Edward Jones Bossier City LA 1000 Chinaberry Dr,ryan.day@edwardjones.com,,Salesforce
11056581,Inactive Investor,Dejuan Jackson,,PFS Investments Inc. Daphne AL 9037 Independence Ave,,,Salesforce
10872760,Inactive Investor,Sara Stevens,,"The Leaders Group, Inc.",,,Salesforce
10995936,Inactive Investor,Lance Ludwig,Chief Compliance Officer;Financial Advisor;Founder;Owner,Kingdom Financial,,,Salesforce
10765740,Inactive Investor,Acklema Mahabir,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",amahabir@tiaa-cref.org,,Salesforce
9584219,,Richard Zwiener,,,r.zwiener@fi.com,,List import
353079,,Christine Gagnon,Chief Financial Officer,"African Asset Finance Company, Inc.",christine.d.gagnon@hotmail.com,,Event
10967927,Inactive Investor,James Murphy,,Fidelity Brokerage Services LLC,,,Salesforce
40053,,James Lefever,Senior Licensed Banker,"Citizens Securities, Inc.",james.lefever@citizensbank.com,,
10847976,Inactive Investor,Nancy Vanloo,,"Stifel, Nicolaus & Company, Incorporated Lima OH 3654 Allentown Rd",vanloon@stifel.com,,Salesforce
11044470,Inactive Investor,Robert Knapp,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Mansfield OH 800 Ashland Rd,robert.w.knapp@jpmorgan.com,,Salesforce
10835666,Inactive Investor,Jay Baumgardner,Executive Director;Financial Advisor,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,jay.baumgardner@ubs.com,,Salesforce
9633571,,LIN HUANG,,,im1000w@gmail.com,,List import
10775052,Inactive Investor,Mary Bosway,Wealth Management Associate,"RBC Capital Markets, LLC Cincinnati OH 2135 Dana Ave",mary.lynn.bosway@morganstanley.com,,Salesforce
10833034,Inactive Investor,Randall Tvrdik,Advisor Associate,LPL Financial LLC Lincoln NE 8540 Executive Woods Dr,randall.tvrdik@lpl.com,,Salesforce
9647126,,Srinivas Kadali,,,skadali@gmail.com,,List import
11164622,Inactive Investor,Matthew Markoe,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,matthewmarkoe@statefarm.com,,Salesforce
9540560,,Trevor Bernard,,Akuna Capital,trevor.bernard@akunacapital.com,,List Import
11108082,Inactive Investor,Pamela Punkar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",pamela_punkar@ml.com,,Salesforce
10802067,Inactive Investor,Marc Firlie,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",marc.firlie@rbc.com,,Salesforce
10801801,Inactive Investor,Joseph Scheffler,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Portfolio Manager,Morgan Stanley Medford OR 3103 Signature Ct,joseph.scheffler@morganstanley.com,,Salesforce
11236677,Inactive Investor,Khaled Hassan,Financial Advisor,"DiPaolo Financial Group, Inc.",kelly@dipaolofinancial.com,,Salesforce
9633945,,John Lawrence,,,jlawrence@jolacapital.com,,List import
10908133,Inactive Investor,Chad Urban,,LPL Financial LLC Appleton WI 3401 E Calumet St,chad.urban@lpl.com,,Salesforce
11026642,Inactive Investor,Jacob Shea,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",jacob.shea@equitable.com,,Salesforce
9569468,,Igor Gitelman,,,igitelman@zimmerpartners.com,,List import
10821023,Inactive Investor,Mark Miller,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",mark_m_miller@ml.com,,Salesforce
12000,,Andy Zinsser,,[[Unknown]],andy@arbiter.me,,Initial Salesforce Import
11077614,Inactive Investor,Jayamohan Varkey,,Citigroup Global Markets Inc. Reston VA 11921 Freedom Dr,,,Salesforce
11109695,Inactive Investor,Humza Rahmani,,J.P. Morgan Securities LLC San Clemente CA 905 N El Camino Real,humza.rahmani@jpmorgan.com,,Salesforce
334195,,Michael Pento,Managing Member,"Pento Portfolio Strategies, Llc",mpento@pentoport.com,732-772-9500,Manual List Upload
10820921,Inactive Investor,Jeffrey Hansen,,Park Avenue Securities LLC Salt Lake City UT 756 E Winchester St,jeff_hansen@glic.com,,Salesforce
11009526,Inactive Investor,Angela Vanblargan,Financial Professional,"Equitable Advisors, LLC Tucson AZ 5151 E Broadway Blvd",angela.vanblargan@equitable.com,,Salesforce
10913080,Inactive Investor,Richard Driscoll,,"Osaic Wealth, Inc. New Durham NH Private Residence",,,Salesforce
10846956,Inactive Investor,C McKee,Financial Consultant,Gladstone Wealth Partners Evansville IN 727 N Cross Pointe Blvd,,,Salesforce
9588206,,Beverly Burnett,,,beverly@kikerwealth.com,,List import
9632185,,Filippos Doukas,,,fdoukas@otenet.gr,,List import
186800,,Aaron Katz,n/a,Grayscale,aaron@grayscale.com,,Manual List Upload
11081174,Inactive Investor,Byron Ishiwata,,"Avantax Investment Services, Inc. Campbell CA 42 W Campbell Ave",,,Salesforce
11219102,,Daniel Lane,,,laned@ceteranetworks.com,,Other
9573618,,Christopher Pucillo,,,cpucillo@soluslp.com,,List import
6013281,,Johnson Timothy,,,potam41587@kaftee.com,,Web Form Fillout
10763920,Inactive Investor,Shannon Dowd,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",shannon.dowd@schwab.com,,Salesforce
11199240,Inactive Investor,Hunter Archibald,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Flower Mound TX 2051 Long Prairie Rd,hunter.archibald@jpmorgan.com,,Salesforce
10896596,Inactive Investor,John Mayberry,Chairman;Chief Compliance Officer;Chief Investment Officer;President,Core Asset Management Company,jnmayberry@coreasset.com,,Salesforce
10756248,Inactive Investor,Kimberly Kirk,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",kclark9@ml.com,,Salesforce
11126150,Inactive Investor,Dustin Ingraham,,Fidelity Brokerage Services LLC Cary NC Private Residence,,,Salesforce
10510883,,Russell Latham,"VP, Fidelity ETFs",Fidelity Investments,russell.latham@fmr.com,,List Import
10924715,Inactive Investor,Adam Jolliff,Financial Advisor,Edward Jones Buda TX 3420 FM 967,adam.jolliff@edwardjones.com,,Salesforce
11016593,Inactive Investor,Brianna Fellner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9581772,,Brian Griffith,,,b.griffith@fi.com,,List import
9591049,,Scott Kahan,,,skahan@famcorporation.com,,List import
11004208,Inactive Investor,Antar Abderrahman,,"Osaic FA, Inc. La Jolla CA 4250 Executive Sq",akira.abderrahman@lfg.com,,Salesforce
227973,, -,,[[Unknown]],slcc22@gmail.com,,
10875556,Inactive Investor,Emily Schoettler,Registered Client Associate,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",emily.schoettler@rbc.com,,Salesforce
11202094,Inactive Investor,Alexander Avestini,Wealth Advisor,"Avior Wealth Management, LLC Hopkins MN 11100 Wayzata Blvd",alexander.avestini@aviorwealth.com,,Salesforce
11098579,Inactive Investor,Alicia Smith,,PFS Investments Inc. Chicago IL 1100 W Cermak Rd,alicia.smith@primerica.com,,Salesforce
11114727,Inactive Investor,Daniel Lattanzi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",daniel.lattanzi@ml.com,,Salesforce
11124703,Inactive Investor,Jeffrey Breit,Financial Associate,Thrivent Investment Management Inc. Onalaska WI 1613 Main St,jeff.breit@thrivent.com,,Salesforce
10944996,Inactive Investor,Payton Vinet,,MooMoo Financial Inc.,,,Salesforce
11219294,,Deborah Kessinger,,,dkessinger@peartreefunds.com,,Other
10757489,Inactive Investor,Robert Klein,Associate Vice President;Financial Advisor,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,robert.klein@morganstanley.com,,Salesforce
77771,,Brad Michels,Wealth Care Advisor,Wealthcare Capital Management LLC,bmichels@wealthcarecapital.com,,
11108714,Inactive Investor,Nidia Massaro,,Citigroup Global Markets Inc.,nidia.massaro@citi.com,,Salesforce
246336,,Not Provided,Consultant,Self-employed,mark99.elliott@gmail.com,,Manual List Upload
9628845,,Kwangmee Kim,,,kgm618@gmail.com,,List import
10975452,Inactive Investor,Julianna Lauricella,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,julianna.lauricella@fmr.com,,Salesforce
10776902,Inactive Investor,Benjamin Rabin,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,andy.rabin@jpmorgan.com,,Salesforce
10915980,Inactive Investor,Michael Hochstetler,,"American Fidelity Securities, Inc.",michael.hochstetler@af-group.com,,Salesforce
11137611,Inactive Investor,Todd Taylor,Member;Wealth Management Advisor,"Cadent Capital Advisors, LLC",todd@cadcapital.com,,Salesforce
11211106,Inactive Investor,Barry Masci,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",barry.masci@wellsfargoadvisors.com,,Salesforce
10802510,Inactive Investor,Kimberly Cavalieri,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",kimberly.cavalieri@nm.com,,Salesforce
11031345,Inactive Investor,Melissa Mooney,,"Ameriprise Financial Services, LLC Englewood CO 5420 S Quebec St",melissa.mooney@ampf.com,,Salesforce
11161185,Inactive Investor,Kevin Watters,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",kevin.j.watters@nm.com,,Salesforce
11032305,Inactive Investor,Dana Shivalier,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,dana.shivalier.j90w@statefarm.com,,Salesforce
10661362,,Karen White,,,whitek@ceteranetworks.com,,List Import
10611974,,Peter Lamberti,Financial Advisor,,plamberti@janney.com,,List Import
9637053,,Ericka Cain,,,ericka.cain@alphastarcm.com,,List import
11218903,,Michael Griffin,,,mgriffin@henssler.com,,Other
9596932,,Matthew Miller,,,matt@origamicapital.com,,List import
10792793,Inactive Investor,Alexander Marano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",alexander.marano@ml.com,,Salesforce
9628324,,Valerie Schneider,,,valerie.a.schneider@wellsfargo.com,,List import
10894766,Inactive Investor,Olivia Solomon,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,olivia.piazza@fmr.com,,Salesforce
9542743,,Dennis Slattery,,,dslattery@gamblejones.com,,List import
10865901,Inactive Investor,Eddie Suarez,,PFS Investments Inc. Cape Coral FL 1222 SE 47th St,eddie.suarez@primerica.com,,Salesforce
9594105,,Bernard Bostwick,,,bbostwick@ambassadoradvisors.com,,List import
10913400,Inactive Investor,Carla Burns,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
11130951,Inactive Investor,Asel Vladychkin,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,asel.vladychkin@fmr.com,,Salesforce
9631067,,Ashish Saperia,,,ashish9191@yahoo.co.uk,,List import
10810162,Inactive Investor,Deana Neiman,Shareholder,Portfolio Strategies Inc NY Monsey NY 11 Waverly Pl,,,Salesforce
10883971,Inactive Investor,John Miele,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11217810,,Joseph Libertin,,,joseph.libertin@jpmorgan.com,,List Import
10806124,Inactive Investor,Gary Sunada,,NYLIFE Securities LLC Syracuse NY Private Residence,gtsunada@ft.newyorklife.com,,Salesforce
343521,,Claudine Lussier,"Vice President, Human Capital","The Sterling Group, L.p.",clussier@sterling-group.com,713-877-8257,Manual List Upload
10752661,Inactive Investor,Michael Knox,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",michael.knox@nm.com,,Salesforce
10889378,Inactive Investor,Duane Riley,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,duane.riley.nyue@statefarm.com,,Salesforce
11062032,Inactive Investor,Victor Zayas,Wealth Management Specialist;Wealth Partner,Stronghold Capital Partners LLC Syosset NY 125 Michael Dr,,,Salesforce
10946862,Inactive Investor,Robert Robinson,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Casper WY 152 N Durbin St",rrobinson@kingsview.com,,Salesforce
10950745,Inactive Investor,Luan Vu,,State Farm VP Management Corp. Seattle WA 6951 Martin Luther King Jr Way S,,,Salesforce
11063211,Inactive Investor,Christopher Swales,Chief Compliance Officer;Managing Member,Swales Financial LLC,,,Salesforce
11014825,Inactive Investor,Richard Price,,PFS Investments Inc. Council Bluffs IA 103 North Ave,,,Salesforce
9575164,,Derek Berg,,,dtberg@ft.newyorklife.com,,List import
10803714,Inactive Investor,Michael Druffner,Financial Advisor,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",michael.druffner@raymondjames.com,,Salesforce
10761160,Inactive Investor,Vladislav Madatov,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,v.madatov@morganstanley.com,,Salesforce
10818379,Inactive Investor,Janette Koon,Financial Advisor,LPL Financial LLC Greenwood IN 399 N Madison Ave,janette.koon@lpl.com,,Salesforce
10839275,Inactive Investor,Sara Crouch,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
230716,, -,,[[Unknown]],elle.kay.vee@gmail.com,,
11118287,Inactive Investor,Kevin Murphy,,"RNR Securities, L.L.C.",kevin@rnrsecurities.com,,Salesforce
10906570,Inactive Investor,Earlline Davis,Senior Financial Advisor,LPL Financial LLC Chicago IL 901 E 47th St,earlline.davis@lpl.com,,Salesforce
9557746,,keller loris,,,keller.loris73@gmail.com,,List import
10944956,Inactive Investor,Omar Abdelshife,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
45132,,Nancy Findeisen,"Financial Advisor, Vice President",B. Riley Wealth Management,nfindeisen@wundernet.com,312-368-0472,
10753530,Inactive Investor,David Stepanek,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",david.stepanek@wfafinet.com,,Salesforce
9618262,,Sean Reynolds,,,sean.reynolds@lazard.com,,List import
11097390,Inactive Investor,Margaret Kennamer Furrer,,LPL Financial LLC Guntersville AL 711 Gunter Ave,,,Salesforce
11217192,,Sandy Choi,,,schoi@wilshire.com,,Other
9621551,,M Upadhyay,,,mupadhyay@jfswa.com,,List import
9578761,,William Plum,,,wplum@gwnsecurities.com,,List import
10960725,Inactive Investor,George Borinski,,LPL Financial LLC Crestview FL 250 Aplin Rd,george.borinski@lpl.com,,Salesforce
11094669,Inactive Investor,Nasheia Singletary,,PFS Investments Inc. Columbia SC 115 Atrium Way,nsingletary@primerica.com,,Salesforce
11112593,Inactive Investor,Colin Jonov,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,colin.jonov@fidelity.com,,Salesforce
198535,,Messiah Pettersen,,[Unknown],papular@gmail.com,,Direct
221165,,Ed Zunkiewicz,,[Unknown],e.zunk@eznbc.com,,source
9569786,,George Snook,,,gsnook@massmutual.com,,List import
11022119,Inactive Investor,Xuemei Sullivan,,J.P. Morgan Securities LLC Auburn Hills MI 2450 N Opdyke Rd,,,Salesforce
10770771,Inactive Investor,David Hines,Director - Research;Managing Director;Portfolio Manager,H.M. Payson,drh@hmpayson.com,,Salesforce
11020440,Inactive Investor,Florina Lasc Necsa,,J.P. Morgan Securities LLC Carrollton TX 1801 E Hebron Pkwy,florina.lasc-necsa@jpmorgan.com,,Salesforce
11260935,Inactive Investor,Anna Looney,,Evercore Group L.L.C.,,,Salesforce
10821843,Inactive Investor,Jeremy Wood,,Cetera Advisor Networks LLC Baldwinsville NY 63 E Genesee St,,,Salesforce
11199981,Inactive Investor,Lauren Strausser,Executive Director,Morgan Stanley,,,Salesforce
11089104,Inactive Investor,Robert Breyer,Chief Compliance Officer;Chief Operating Officer,Unison Asset Management LLC Aventura FL 20900 NE 30th Ave,bob@unisonam.com,,Salesforce
10434405,,Tal Zagreba,,,tal.zagreba@gmail.com,,Web Form Fillout
11001195,Inactive Investor,Johnston Kleck,,"Farmers Financial Solutions, LLC San Antonio TX 7225 Broadway St",jkleck@farmersagent.com,,Salesforce
11199051,Inactive Investor,Danny Bahra,,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,danny.bahra@jpmorgan.com,,Salesforce
11139582,Inactive Investor,Nathan Alexander,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nathan.alexander@fidelity.com,,Salesforce
9575881,,Robert Braatz,,,rbraatz2@gmail.com,,List import
11140322,Inactive Investor,Courtney Burriss,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
42717,,John Kinkead,,Naples Money Management LLC,john@naplesmoneymanagers.com,239-261-4800,
10859221,Inactive Investor,Jodi Jackson,,"U.S. Bancorp Investments, Inc. Gig Harbor WA 7101 Stinson Ave",jodi.jackson@usbank.com,,Salesforce
10941957,Inactive Investor,Melanie Morat,Financial Advisor,Thrivent Investment Management Inc. Folsom CA 101 Parkshore Dr,melanie.morat@thrivent.com,,Salesforce
11203638,Inactive Investor,Robert Zepeda,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,eric.zepeda@fmr.com,,Salesforce
9622670,,Daniel Ballard,,,daniel.ballard1992@yahoo.com,,List import
10964500,Inactive Investor,Fatemeh Poustchi,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",shirin.poustchi@bofa.com,,Salesforce
9568193,,Ryan Betts,,,ryanbetts@rocketmail.com,,List import
11147481,Inactive Investor,Gennaro Zimbaldi,Client Service Associate,Morgan Stanley Westport CT 500 Post Road E,gennaro.zimbaldi@morganstanley.com,,Salesforce
11188376,Inactive Investor,Terry Tolbert,Financial Advisor,LPL Financial LLC Melbourne FL 7380 Murrell Rd,terry.tolbert@lpl.com,,Salesforce
10943692,Inactive Investor,Edwin Suzuki,Financial Advisor,"WestPark Capital, Inc. Irvine CA 2030 Main St",esuzuki@wpcapital.com,,Salesforce
10857098,Inactive Investor,Andrew Miller,,Park Avenue Securities LLC New York NY 535 5th Ave,andrew_miller@glic.com,,Salesforce
10980627,Inactive Investor,Linda Folk,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,lfolk@primerica.com,,Salesforce
10779072,Inactive Investor,Judith Johnson,Client Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,judith.johnson@jpmorgan.com,,Salesforce
11218489,,Alain Carrazana,,,alain.carrazana@jpmorgan.com,,List Import
10783900,Inactive Investor,Dominic Todarello,,"Kestra Investment Services, LLC Howell NJ Private Residence",,,Salesforce
9566242,,FRED WISE,,,fwise@janney.com,,List import
352504,,James Dawson,"Co-Chair, Life Sciences Practice Group",Nutter Investment Advisors,jdawson@nutter.com,617-439-2100,Manual List Upload
116065,,Mary Gonzalez,,NA,igcerise@gmail.com,5046287687,
11115552,Inactive Investor,Gian Perrotta,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",gian.perrotta@ml.com,,Salesforce
10613915,,Michael Arabio,"Financial Advisor, Managing Director, Senior Vice President - Investment Officer",,michael.arabio@wellsfargoadvisors.com,,List Import
10750650,Inactive Investor,Janice Irizarry-Nazario,,"Osaic FS, Inc. Rincon Road 115 Km 12 0 Bo Pueblo",,,Salesforce
11045413,Inactive Investor,Derek Detring,,PEP Advisory LLC,,,Salesforce
11011902,Inactive Investor,Brian Diehlman,Financial Advisor,LPL Financial LLC Louisville KY 6510 Glenridge Park Pl,brian.diehlman@lpl.com,,Salesforce
10913496,Inactive Investor,Kerrie Morris,,"Osaic Wealth, Inc. Canonsburg PA 2400 Ansys Dr",kerrie.morris@ceterainvestors.com,,Salesforce
9573803,,Hillary Keitel,,,hillary.keitel@lseg.com,,List import
11162575,Inactive Investor,Benjamin House,,"Empower Financial Services, Inc Sandy OR Private Residence",benjamin.house@empower.com,,Salesforce
9605440,,marto MJ,,,martomj333@hotmail.com,,List import
10810046,Inactive Investor,Montgomery Sweeney,President,"Sweeney Asset Management, LLC Oklahoma City OK 5400 N Grand Blvd",,,Salesforce
11007936,Inactive Investor,Matthew Baker,,"Osaic Wealth, Inc. Munster IN 9245 Calumet Ave",,,Salesforce
11131468,Inactive Investor,Samantha Carver,,PFS Investments Inc. Aurora CO 6105 S Main St,samantha.carver@primerica.com,,Salesforce
183663,,Dario Trujillo,,[Unknown],dartru@gmail.com,,Direct
10970909,Inactive Investor,Anthony Lagioia,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,,,Salesforce
10783164,Inactive Investor,Wanistha Bahar,Financial Advisor,"Bankoh Investment Services, Inc. Honolulu HI 1441 Kapiolani Blvd",wanistha.bahar@boh.com,,Salesforce
10895808,Inactive Investor,William Mahoney,Financial Advisor,LPL Financial LLC Providence RI 10 Memorial Blvd,w.mahoney@lpl.com,,Salesforce
11075362,Inactive Investor,Frank Gavel,,"Raymond James Financial Services, Inc. Bethel CT 6 Berkshire Blvd",,,Salesforce
10888605,Inactive Investor,Francis Deuschle,Financial Advisor;Senior Vice President,"First Financial Services, LLC",,,Salesforce
11186227,Inactive Investor,Floyd White,,PFS Investments Inc. Gainesville GA 6354 J F Jay Rd,floyd.white@primerica.com,,Salesforce
10770008,Inactive Investor,Ira Wolfson,,Evercore Group L.L.C.,ira.wolfson@evercore.com,,Salesforce
11085446,Inactive Investor,Joshua Smith,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",reid.smith@nm.com,,Salesforce
11017057,Inactive Investor,Adryana Geyser,Financial Advisor,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",adryana.geyser@equitable.com,,Salesforce
24376,,Robert Dishner,Portfolio Manager,Neuberger Berman Group,robert.dishner@nb.com,1-312-499-2999,Database Upload
11123000,Inactive Investor,Justin Jeffers,,"FBL Marketing Services, LLC Laramie WY 1267 N 15th St",justin.jeffers@fblfinancial.com,,Salesforce
11236398,Inactive Investor,Samuel Needham,Partner;Wealth Advisor,Constellation Wealth Advisors Nashville-Davidson TN Private Residence,needham@constellation-wealth.com,,Salesforce
9585725,,Mohd khairul azizi Mohd razali,,,zizi@secretgroup.my,,List import
10908115,Inactive Investor,Richard Byerly,President,Byerly Investment Management Inc.,,,Salesforce
6378177,,yut daea,,,hisacer580@fandua.com,,Web Form Fillout
10932655,Inactive Investor,Stephanie Eikenberry,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,stephanie.eikenberry@fidelity.com,,Salesforce
11111974,Inactive Investor,Maria Santos,,LPL Financial LLC Fremont CA 39150 Fremont Blvd,maria.santos@lpl.com,,Salesforce
10799687,Inactive Investor,Sheila Cheek,Financial Advisor,Edward Jones Washington DC 1667 K St NW,sheila.cheek@edwardjones.com,,Salesforce
10839140,Inactive Investor,Brian Deely,Chief Executive Officer;Co-Founder;Managing Member;Principal,"Clear Creek Financial Management, LLC",brian.deely@clearcreekfm.com,,Salesforce
220768,,DJ Graham,,[Unknown],djatwmt@yahoo.com,,Direct
10844375,Inactive Investor,Maria Galbraith,,LPL Financial LLC Bloomfield Hills MI 42714 Woodward Ave,maria.galbraith@lpl.com,,Salesforce
11084869,Inactive Investor,Gregory Talbot,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",gregory.talbot@wellsfargoadvisors.com,,Salesforce
10846022,Inactive Investor,Michelle Dubena,Financial Advisor,Edward Jones Port Clinton OH 3866 E Harbor Light Landing Dr,michelle.dubena@edwardjones.com,,Salesforce
9598728,,islam Yazidi,,,iyazidi@gmail.com,,List import
11219641,,Thomas Taylor,,,thomas.taylor@ceterafs.com,,Other
10800168,Inactive Investor,Ronald Oldenburger,,PFS Investments Inc. Naperville IL 1776 Legacy Cir,ronald.oldenburger@primerica.com,,Salesforce
11091311,Inactive Investor,Nicholas Carlson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10773651,Inactive Investor,Heidi Halcon,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,heidi.halcon@primerica.com,,Salesforce
9627880,,Taylor L,,,taylor@smartcontract.com,,List import
9550374,,edward scarano,,,tdgitrade@gmail.copm,,List import
10891520,Inactive Investor,Joseph Neumann,Financial Advisor,Edward Jones Wyoming MN 26727 Faxton St,joseph.neumann2@edwardjones.com,,Salesforce
10819918,Inactive Investor,Israel Harman,,"Vanderbilt Securities, LLC",iharman@vanderbiltsecurities.com,,Salesforce
11174348,Inactive Investor,Michael Black,,The O.N. Equity Sales Company Lynn Haven FL Private Residence,,,Salesforce
11232960,Inactive Investor,Joseph Senackerib,,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",joe.senackeribiii@tiaa.org,,Salesforce
11043979,Inactive Investor,Yair Esrubilsky,President,"Activest Wealth Management, LLC",yair@activestwm.com,,Salesforce
11030912,Inactive Investor,Amanda Blake,Portfolio Administrator,Intelligent Investing,amanda@investedwithyou.com,,Salesforce
11179777,Inactive Investor,Paul Muller,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Vision Retirement,pmuller@visionretirement.com,,Salesforce
9543669,,yaeeun hong,,,dreamhi10@naver.com,,List import
10842239,Inactive Investor,Jacob Leddy,Financial Advisor;Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",jacob.leddy@rbc.com,,Salesforce
232905,, -,,[[Unknown]],jimbrower@live.com,,Paid Search
11182220,Inactive Investor,Jaclyn Lifsey,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jaclyn.lifsey@tiaa.org,,Salesforce
11124349,Inactive Investor,Wes Morrissey,Financial Advisor,Edward Jones Dixon IL 630 N Galena Ave,wes.morrissey@edwardjones.com,,Salesforce
229643,, -,,[[Unknown]],damonebrignac@yahoo.com,,Organic Search
10788912,Inactive Investor,Kerry Beeber,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kerry.beeber@fidelity.com,,Salesforce
11068711,Inactive Investor,Gerrit Besselaar,Chief Compliance Officer;President,OmniVest Group LLC,,,Salesforce
189768,,Ron Dickinson,Chief Compliance Officer,Dickinson Investment Advisors,rdickinson@dickinson-clark.com,712-256-4856,Manual List Upload
5274668,,odell Leif,,,lorettacampbell36@gmail.com,,Web Form Fillout
9585571,,Matt Langford,,,matthewclangford@protonmail.com,,List import
11130704,Inactive Investor,Andrew Felix,,LPL Financial LLC Lincoln IL 341 5th St,andrew.felix@lpl.com,,Salesforce
11261065,Inactive Investor,Nicholas Skey,Financial Consultant,"Independent Advisor Alliance, LLC Columbia SC 1213 Lady St",,,Salesforce
11222550,,Nasser Abdulkariem,,,nabdulkariem@firstrepublic.com,,List Import
11121101,Inactive Investor,Dustin Kirkman,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10871059,Inactive Investor,Diamond Wheeler,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,wade.wheeler.c2vv@statefarm.com,,Salesforce
11187379,Inactive Investor,Armaan Sawhney,Client Service Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,armaan.sawhney@jpmorgan.com,,Salesforce
10966348,Inactive Investor,Alisha Butterfield,,Commonwealth Financial Network Rapid City SD 817 9th St,,,Salesforce
160455,,Omar Hussien,,[Unknown],omar.hussien@live.com,,Organic Search
10896011,Inactive Investor,Rosemarie Halajian,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,rosemarie.halajian@fmr.com,,Salesforce
10656652,,Aleece O'Connell,,,aleece.oconnell@jpmorgan.com,,List Import
11174984,Inactive Investor,Amanda Keller,,"Cambridge Investment Research, Inc. Fairfield CA 3201 Gleneagles Ct",,,Salesforce
11003280,Inactive Investor,Dale Fuhriman,,"Allstate Financial Services, LLC Bellevue NE 11507 S 42nd St",dalefuhriman@allstate.com,,Salesforce
10895863,Inactive Investor,Brandon Huggins,,"First Heartland Capital, Inc. Elizabeth City NC 1800 W City Dr",bhuggins@firstheartland.com,,Salesforce
10787405,Inactive Investor,Mark Marchesani,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,mark.marchesani@primerica.com,,Salesforce
11187592,Inactive Investor,Paul Morris,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",paul.v.morris@ml.com,,Salesforce
9645853,,Patrick Dougherty,,,pdougherty@veritablelp.com,,List import
10796451,Inactive Investor,Sterling Warburton,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",sterling.warburton@raymondjames.com,,Salesforce
10976540,Inactive Investor,Austin Sorensen,,J.P. Morgan Securities LLC Houston TX 5177 Richmond Ave,austin.sorensen@jpmorgan.com,,Salesforce
11063409,Inactive Investor,Raymond Eng,Financial Advisor,"Ameriprise Financial Services, LLC Brooklyn NY Private Residence",raymond.x.eng@ampf.com,,Salesforce
10810431,Inactive Investor,Charles Henderson,,"J.W. Cole Financial, Inc. Saint Charles MO 223 N Main St",,,Salesforce
10473742,,T R,,,readersarealwaysbest@gmail.com,,Web Form Fillout
9577987,,Clifford Salm,,,craigsalm@gmail.com,,List import
10769861,Inactive Investor,Brian Parker,,Stonex Securities Inc.,brian.parker@saswealth.com,,Salesforce
11126636,Inactive Investor,Stewart Sigler,Investment Executive,Davenport & Company LLC Lynchburg VA 1104 Commerce St,ssigler@investdavenport.com,,Salesforce
10697321,,RAMZI ALAMINE,,,dentalmolar@hotmail.com,,Web Form Fillout
10895794,Inactive Investor,Brian Lawrence,Chief Compliance Officer;Owner;Partner;Principal;Wealth Advisor,North Ridge,brian@nrwadvisors.com,,Salesforce
9607702,,Fatimah Jackson,,,3420marion@gmail.com,,List import
10935289,Inactive Investor,William Birch,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,wbirch@primerica.com,,Salesforce
11086088,Inactive Investor,Sangeetha Senthil,Wealth Management Analyst,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,sangeetha.senthil@morganstanley.com,,Salesforce
10683296,,Metarasan RJ,,,metarasan@gmail.com,,Web Form Fillout
10925089,Inactive Investor,Ryan Lantagne,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,ryan.lantagne@fmr.com,,Salesforce
10510309,,Herbert Blank,,ValuEngine Capital Inc.,herbert.d.blank@gmail.com,,List Import
11138862,Inactive Investor,Leah Snell,,Snowden Account Services LLC Pasadena CA 225 S Lake Ave,lsnell@snowdenlane.com,,Salesforce
10914478,Inactive Investor,Kenneth Willner,Partner;Regulatory Contact,Willner & Heller LLC,,,Salesforce
11119121,Inactive Investor,Timothy Pitera,,LPL Financial LLC Hopkins MN 601 Carlson Pkwy,timothy.pitera@lpl.com,,Salesforce
11231307,Inactive Investor,Joshua Hoarau,,Vanguard Marketing Corporation,joshua_hoarau@vanguard.com,,Salesforce
10905422,Inactive Investor,Miriam Favor,,Advisor Resource Council Metairie LA 3850 N Causeway Blvd,,,Salesforce
9645725,,henry chibuike,,,henryifebunandu@gmail.com,,List import
9609882,,Ron Amchin,,,ron.amchin@gmail.com,,List import
11205868,Inactive Investor,Brandon Barkley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11132753,Inactive Investor,Kenneth Hager,Financial Planning Specialist,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",kenneth.hager@ampf.com,,Salesforce
10940814,Inactive Investor,Douglas Sullivan,Financial Advisor,Edward Jones Bothell WA 12100 NE 195th St,douglas.sullivan@edwardjones.com,,Salesforce
11011912,Inactive Investor,Gerald Doran,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",,,Salesforce
10807420,Inactive Investor,Joy Baron,,"Osaic Wealth, Inc. North Andover MA 820 Turnpike St",,,Salesforce
339257,,Mark Chambers,"CEO, Manager, Member, Owner","Thrasher & Chambers Wealth Management, Llc",mchambers@thrasherfinancial.com,479-273-5333,Manual List Upload
10878441,Inactive Investor,Joseph Chovan,Associate,"CliftonLarsonAllen Wealth Advisors, LLC Peoria IL 301 SW Adams St",joseph.chovan@claconnect.com,,Salesforce
11117832,Inactive Investor,Cathy Pasut,,State Farm VP Management Corp. Livermore CA 1643 1st St,cathy.pasut.jyl8@statefarm.com,,Salesforce
10940829,Inactive Investor,Jeffrey Gardner,Associate,Morgan Stanley,jeffrey.gardner@morganstanley.com,,Salesforce
11087084,Inactive Investor,Frank Pasquale,,"Kingswood Capital Partners, LLC New York NY 126 E 56 St",,,Salesforce
8125698,,Williams Clara,,GBTC,wc5583968@gmail.com, +2348146897763,Web Form Fillout
11026871,Inactive Investor,Kimberly Vargas,,J.P. Morgan Securities LLC Houston TX 600 Travis St,kimberly.vargas@jpmorgan.com,,Salesforce
11154842,Inactive Investor,Sebeat Idoska,Client Specialist,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,sidoska@rwbaird.com,,Salesforce
1005002,Inactive Investor,Jim Salviski,,Jim Salviski,jim@spotcowork.com,,Direct
11107813,Inactive Investor,David Thompson,Chief Investment Officer;Director,"Highland Capital Management, LLC",dthompson@highlandcap.com,,Salesforce
10804109,Inactive Investor,John Adie,Financial Advisor,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",john.f.adie@wellsfargoadvisors.com,,Salesforce
10761928,Inactive Investor,Scott Kendrick,Senior Resident Director;Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Middletown NY 90 Crystal Run Rd",scott_kendrick@ml.com,,Salesforce
11171168,Inactive Investor,Eric Boyum,Financial Advisor,"Inspire Advisors, LLC Caldwell ID Private Residence",eric.boyum@inspireadvisors.com,,Salesforce
9586088,,Christel Walker,"Member, Principal, Wealth Management Advisor","Navigo Wealth Management, LLC",cwalker@navigowealth.com,,List import
11133441,Inactive Investor,David Moran,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
10657840,,Gerardo Silva,,,gerardo.silva@fmr.com,,List Import
202677,,Andy Christiansen,,zSlueth,acc9fu@virginia.edu,8479757050,Organic Search
9577537,,Edip Aktan,,,edipaktan@gmail.com,,List import
11127736,Inactive Investor,Landon Twiggs,,LPL Financial LLC Charlotte NC 11215 N Community House Rd,landon.twiggs@lpl.com,,Salesforce
9540599,,Vladimir Naroditsky,,,vladimir@vegacapital.com,,List Import
10886587,Inactive Investor,Ornela Agolli,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,,,Salesforce
10931401,Inactive Investor,Margaret King,,"Osaic Wealth, Inc. Beloit WI 745 E Philhower Rd",,,Salesforce
10872076,Inactive Investor,Bradford Billmeier,Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
128133,,Abby Mack,,"Cwm, Llc",amack@carsoninstitutional.com,,
9561344,,Rodney Smith,,,rodney.smith@53.com,,List import
59533,,Eric Winchell,,United States,ericwin@cfl.rr.com,,
11168232,Inactive Investor,Jamie Hubbard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10980095,Inactive Investor,Michelle Payne,Financial Advisor,PFS Investments Inc. West Chester OH 9078 Union Centre Blvd,michellerpayne@primerica.com,,Salesforce
11204359,Inactive Investor,Kyle Whalley,,Cetera Advisor Networks LLC Liberty MO 888 Haines,kyle.whalley@edwardjones.com,,Salesforce
10997995,Inactive Investor,Blaine Dahl,Financial Advisor,Park Avenue Securities LLC Spring TX 2829 Technology Forest Blvd,,,Salesforce
9553759,,Chester Shipps,,,chester.shipps@lfg.com,,List import
10919948,Inactive Investor,Austin Havranek,Financial Advisor,Edward Jones West Point NE 122 E Grove St,austin.havranek@edwardjones.com,,Salesforce
11018546,Inactive Investor,Matthew Hartman,Investment Advisor,"SA Financial Solutions, LLC",matthew@safinancialsolutions.com,,Salesforce
10990472,Inactive Investor,Benito Ibarra,,NYLIFE Securities LLC Chicago IL 736 N Hudson Ave,bibarra@ft.newyorklife.com,,Salesforce
10938816,Inactive Investor,Thomas Tette,,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10906403,Inactive Investor,Michael Savin,Financial Professional,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",michael.savin@prudential.com,,Salesforce
9578882,,Timothy Wyman,,,timothy.wyman@centerfinplan.com,,List import
10657781,,Nicole Velazquez,,,nicole.velazquez@lfg.com,,List Import
10900498,Inactive Investor,Jessica Bonnett,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jessica.bonnett@fmr.com,,Salesforce
11085180,Inactive Investor,Edgar Rodriguez,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,erodriguez@ft.newyorklife.com,,Salesforce
9547826,,Pourush Dhingra,,,poshdhingra@protonmail.com,,List import
10803962,Inactive Investor,William Black,,"CNR Securities, LLC Chicago IL 225 W Washington St",bill.black@cnr.com,,Salesforce
10865770,Inactive Investor,Raymond Pratt,,State Farm VP Management Corp. Albuquerque NM 9998 Montgomery Blvd NE,ray.pratt.bxg8@statefarm.com,,Salesforce
11116238,Inactive Investor,Tarunjit Ahluwalia,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,sunnyahluwalia.team@fidelity.com,,Salesforce
10869087,Inactive Investor,Christopher Doner,Chief Executive Officer;Managing Member;Regulatory Contact,Access Softek Advisory Services,cdoner@accesssoftek.com,,Salesforce
10929710,Inactive Investor,Edward Ethington,,"Avantax Investment Services, Inc. Tucson AZ 5702 E 22nd St",,,Salesforce
11236330,Inactive Investor,Donn Hess,Financial Wellness Consultant,Creative Planning,donn.hess@creativeplanning.com,,Salesforce
9644047,,Michael Landau,,,michaelwlandau@gmail.com,,List import
10644699,,Julie Conner,,,jconner@williamblair.com,,List Import
11049218,Inactive Investor,Theresa Badgett,,"Avantax Investment Services, Inc. Baytown TX 4702 N Main St",,,Salesforce
9606921,,Suat Alturk,,,suatalturk@gmail.com,,List import
151251,,Gary DeFilippo,,[Unknown],garydefilippo@hotmail.com,,Direct
11259891,Inactive Investor,Joel Barnett,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
8438,,David Neterer,,"Sterling Financial Management, Inc.",david.neterer@sterlingfm.com,,Event
2307975,,Doran Chavez,,,doran.chavez@gmail.com,,
172199,,David Coburn,,[Unknown],davidrcoburn@gmail.com,,
10964736,Inactive Investor,Cory Morrison,,"CapFinancial Securities, LLC. Brentwood TN 5314 Maryland Way",,,Salesforce
10934503,Inactive Investor,Scott Mahkorn,,"Transamerica Financial Advisors, Inc Long Beach CA 4500 E Pacific Coast Hwy",scott.mahkorn@tfaconnect.com,,Salesforce
9568276,,Robert Sennott,,,robertfsennott1@gmail.com,,List import
9566669,,Jeffrey Filipek,,,jeff.filipek@voya.com,,List import
10787310,Inactive Investor,Davis Petersen,Financial Advisor;First Vice President,Morgan Stanley Knoxville TN 1111 N Northshore Dr,davis.petersen@morganstanley.com,,Salesforce
10824841,Inactive Investor,Keith Bryan,Member;Owner,"Bryan Investments, LLC",,,Salesforce
10913067,Inactive Investor,Xhoel Gjata,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10995630,Inactive Investor,Astri Perez Encarnacion,,J.P. Morgan Securities LLC Bronx NY 2402 Arthur Ave,astri.perez-encarnacion@jpmorgan.com,,Salesforce
341522,,Timothy Fazio,Managing Partner,Atlas Holdings Llc,tfazio@atlasholdingsllc.com,203-622-9138,Manual List Upload
9555472,,Jane Engel,,,jane@cstoneinvest.com,,
11047749,Inactive Investor,Kyle Gregory,,"Frost Brokerage Services, Inc. Katy TX 21875 Katy Fwy",kyle.gregory@frostbank.com,,Salesforce
10813229,Inactive Investor,Gregg Hartmann,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,gregg.hartmann@ceterainvestors.com,,Salesforce
9636641,,Jeanne Kelly,,,jkelly@leggmason.com,,List import
9625154,,Mark Anthony,,,info@usaam.com,,List import
372114,,Olivia Ullrich,,United States,olivia.ullrich@gmail.com,,Salesforce
10647556,,Andrew Allard,,,aallard@parsonex.com,,List Import
10902210,Inactive Investor,Kevin Connelly,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",kevin.connelly@wellsfargoadvisors.com,,Salesforce
11034805,Inactive Investor,Bennett Whitlock,Private Wealth Advisor,"Ameriprise Financial Services, LLC Woodbridge VA 12848 Harbor Dr",bennett.c.whitlock@ampf.com,,Salesforce
10776467,Inactive Investor,Marvin Kark,Founder;President,"M.Z. Kark & Associates, Inc Denver CO 1660 Lincoln St",marvin.kark@mzkark.com,,Salesforce
11019741,Inactive Investor,Carlos Robert,Relationship Manager,Key Investment Services LLC,carlos.robert@key.com,,Salesforce
11103186,Inactive Investor,Kyrstie Wootten,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 123 N 7th St",kyrstie.wootten@ml.com,,Salesforce
10989616,Inactive Investor,Miranda Bertram,,"Raymond James Financial Services, Inc. Amherst NH 109 Ponemah Rd",miranda.bertram@raymondjames.com,,Salesforce
10843622,Inactive Investor,Stuart Haw,,Cetera Advisors LLC Bradenton FL 9040 Town Center Pkwy,stuart.haw@ceteraadvisors.com,,Salesforce
11231697,Inactive Investor,Christian Hilbrich,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
11008332,Inactive Investor,Tanner Wright,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11232781,Inactive Investor,Skyler Clemens,,"Avantax Investment Services, Inc. Anchorage AK 205 E Benson Blvd",,,Salesforce
11161986,Inactive Investor,Gary Reneau,Chief Executive Officer;Chief Investment Officer;Managing Member,IHP Wealth Management,,,Salesforce
10836784,Inactive Investor,Matthew Groff,Managing Director,Morgan Stanley Camp Hill PA 214 Senate Ave,matthew.groff@morganstanleypwm.com,,Salesforce
10900074,Inactive Investor,Spencer Arn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",spencer.arn@ml.com,,Salesforce
11092272,Inactive Investor,Robert Wrubel,Managing Director;President;Regulatory Contact,"Cascade Investment Group, Inc.",rwrubel@ciginc.net,,Salesforce
11231017,Inactive Investor,Katherine Burak,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,katherine_burak@vanguard.com,,Salesforce
9574660,,Alice Wang,,,alice.wang@apg-am.com,,List import
10901532,Inactive Investor,Paul Kelley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10909765,Inactive Investor,Marieve Uaboi-Gauthier,,Citigroup Global Markets Inc.,,,Salesforce
11176718,Inactive Investor,Michael Mikulski,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,,,Salesforce
9554948,,Bradley Baumgartner,,,bbaumgartner@stratoswealthpartners.com,,
10866926,Inactive Investor,Brent Gunderson,Chief Compliance Officer;Member;Owner,"Connected Wealth Solutions, LLC",,,Salesforce
9606455,,leila lameh,,,leila.lameh@gmail.com,,List import
11027064,Inactive Investor,Maejin Kim,,J.P. Morgan Securities LLC Closter NJ 17 Ver Valen St,maejin.kim@chase.com,,Salesforce
10619852,,Walter Alves,,,walter@azapice.com,,List Import
10957811,Inactive Investor,Kevin Glad,Investment Advisor Representative,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",kevin.glad@tfaconnect.com,,Salesforce
10917211,Inactive Investor,William Hubbard,,"Avantax Investment Services, Inc. Bremerton WA 500 Pacific Ave",,,Salesforce
10894131,Inactive Investor,Todd Rausch,,"Cambridge Investment Research, Inc. Van Horne IA 102 2nd St",,,Salesforce
9590735,,Eric Ziegler,,,eziegler@hzadvisors.com,,List import
10784443,Inactive Investor,Mark Downey,Senior Vice President - Investments,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",mark.downey@raymondjames.com,,Salesforce
10510605,,Michael Brokaw,"Managing Director, Trading",ZEGA,mick.brokaw@zegafinancial.com,,List Import
11134676,Inactive Investor,Peter Crook,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,peter.crook@fidelity.com,,Salesforce
11081618,Inactive Investor,Jennifer Salmon,Financial Advisor,Edward Jones Niles MI 719 E Main St,jennifer.salmon@edwardjones.com,,Salesforce
11228928,Inactive Investor,Patrick Giamanco,,Edward Jones Novato CA 1300 Grant Ave,,,Salesforce
10644054,,Christian Dill,,,christian.dill@nm.com,,List Import
11053962,Inactive Investor,Michaela Lammers,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Norfolk NE 208 N 5th St",michaela.lammers@ampf.com,,Salesforce
11082454,Inactive Investor,James Smallegan,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",james.smallegan@nm.com,,Salesforce
10927826,Inactive Investor,Brandon Wheeler,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brandon.wheeler@fidelity.com,,Salesforce
10883861,Inactive Investor,Catherine Hesse,,"Osaic Wealth, Inc. Houston TX 18333 Egret Bay Blvd",,,Salesforce
9559298,,Trent Schloneger,,,trent.schloneger@valic.com,,List import
342316,,Angelo Gomez,It Helpdesk Technician,"Crossmark Global Investments, Inc.",agomez@crossmarkglobal.com,713-260-9000,Manual List Upload
9647288,,Dido Nachev,,,info@siklunainvestments.com,,List import
10972289,Inactive Investor,Benjamin Clough,Consultant;Relationship Manager,Breckinridge Capital Advisors Inc,bclough@breckinridge.com,,Salesforce
9627554,,James Reed,,,jr_reed@gwmail.gwu.edu,,List import
9607269,,cornell krieger -,,,cornellkrieger@gmail.com,,List import
11005431,Inactive Investor,Meg Wheeler,,Cetera Investment Services LLC Lake Odessa MI 1150 Jordan Lake St,meg.wheeler@ceterais.com,,Salesforce
10848864,Inactive Investor,Heru Asaramo,,PNC Investments Charlotte NC 2000 Randolph Rd,heru.asaramo@pnc.com,,Salesforce
9466642,,Jeff Pacific Premier Trust Custodian FBO Jeffrey Wulff Roth IRA,,Jeff Wulff,jwulff88@gmail.com,,Organic Search
11234085,Inactive Investor,Britton Deford,,"Madison Avenue Securities, LLC",,,Salesforce
10972738,Inactive Investor,Eric Choi,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,eric.choi@jpmorgan.com,,Salesforce
10894451,Inactive Investor,Michael Mathews,Financial Advisor,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",mike.mathews@nm.com,,Salesforce
10857937,Inactive Investor,James Borelli Trotter,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10990799,Inactive Investor,Callie Foyer,,Thrivent Investment Management Inc.,callie.foyer@thrivent.com,,Salesforce
10909921,Inactive Investor,Tyler See,,"Northwestern Mutual Investment Services, LLC Appleton WI N9642 County Rd N",tyler.see@nm.com,,Salesforce
11151997,Inactive Investor,Jon Ardell,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
11219155,,Christopher Aceto,,,christopher_aceto@troweprice.com,,Other
10919458,Inactive Investor,Houston Freeman,,Cape Securities Inc. McDonough GA 159 Griffin St,hlfreeman@capesecurities.com,,Salesforce
10773772,Inactive Investor,Stephen Grimes,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9613711,,Gabriel Zigelboim,,,gabriel.zigelboim@gmail.com,,List import
10845614,Inactive Investor,Matthew Sullivan,Chief Compliance Officer,"Contravisory Investment Management, Inc.",msullivan@contravisory.com,,Salesforce
9552766,,Ramona Hebert,,,mona@hebertadvisory.com,,List import
11183726,Inactive Investor,Luis Diaz,,PFS Investments Inc. Wayne NJ 500 Valley Rd,diaz.luis@primerica.com,,Salesforce
11089739,Inactive Investor,Nancy Woodall,Chief Compliance Officer;Portfolio Manager;President;Trustee,"Meridian Investment Counsel, Inc. San Leandro CA 1040 Davis St",,,Salesforce
11076491,Inactive Investor,Kirk Hoffman,Vice President - Planning Services,"GuideStream Financial, Inc.",khoffman@guidestream.com,,Salesforce
11167751,Inactive Investor,Amanda Thome,Institutional Consulting Analyst;Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,amanda.thome@morganstanley.com,,Salesforce
10994981,Inactive Investor,Nicole Hanneman,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",nicole.hanneman@bernstein.com,,Salesforce
11146337,Inactive Investor,John Miller,Associate Financial Advisor,Empirical Wealth Management,jmiller@empirical.net,,Salesforce
10869695,Inactive Investor,Wendy Matheny,,"Avantax Investment Services, Inc.",wendy.matheny@avantax.com,,Salesforce
11102090,Inactive Investor,Brandon Millard,Financial Representative,MWA Financial Services Inc. Murfreesboro TN 503 N Maple St,brandon.s.millard@mwarep.org,,Salesforce
9554065,,Diane Leshowitz,,,jaylesh@gmail.com,,List import
10787707,Inactive Investor,Amy Swanson,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",amy.swanson@schwab.com,,Salesforce
10842995,Inactive Investor,Roy Anderson,,"Cambridge Investment Research, Inc. Murrysville PA 3875 Franklintowne Ct",,,Salesforce
10846287,Inactive Investor,Bradford Delanoy,Financial Advisor,LPL Financial LLC Boca Raton FL 3837 NW Boca Raton Blvd,bradford.delanoy@lpl.com,,Salesforce
11093725,Inactive Investor,Sean Drinan,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Enfield CT 1699 King St",drinans@stifel.com,,Salesforce
11210470,Inactive Investor,Alana Toporowski,,"Ameriprise Financial Services, LLC Bettendorf IA 321 17th St",alana.toporowski@ampf.com,,Salesforce
11213835,,martin ray,,,iammartinray@gmail.com,,Web Form Fillout
10870787,Inactive Investor,Michael Machado,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11127703,Inactive Investor,Omar Malik,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,omar.malik@fidelity.com,,Salesforce
10876914,Inactive Investor,Rebecca Cates,,"Raymond James Financial Services, Inc. Roswell GA 200 Macy Dr",,,Salesforce
10796965,Inactive Investor,John Murphy,,Cetera Advisor Networks LLC Lancaster PA 500 Olde Hickory Rd,murphyj@ceteranetworks.com,,Salesforce
10757344,Inactive Investor,Ross Scaggs,,Robert W. Baird & Co. Incorporated Huntington WV 300 10th St,rscaggs@rwbaird.com,,Salesforce
10658278,,Niki Condos,,,niki.condos@rbc.com,,List Import
10965880,Inactive Investor,Tina Hall,,Vanguard Marketing Corporation,tina_hall@vanguard.com,,Salesforce
10851415,Inactive Investor,Angela Ipock,,"Raymond James Financial Services, Inc. Albuquerque NM 9798 Coors Blvd NW",angela.ipock@raymondjames.com,,Salesforce
9595405,,Rebecca Gardner,,,rgardner@mohicanfinancial.com,,List import
11064494,Inactive Investor,Paul Culbertson,Financial Advisor,LPL Financial LLC De Pere WI 2071 B Lawrence Dr,paul.culbertson@lpl.com,,Salesforce
9606949,,Derek Hinebaugh,,,derek.hinebaugh@domaniwealth.com,,List import
9565513,,Adrian Beaulieu,,,adrianbeaulieu900@gmail.com,,List import
10861702,Inactive Investor,Juan Aguilar,Chief Compliance Officer;Chief Operating Officer;Director - Operations;Managing Member,Pathview Wealth Advisors San Diego CA 8889 Rio San Diego Dr,juan@rowling.com,,Salesforce
9580397,,Lawrence Ford,,,lford@consciouscapitalwm.com,,List import
11084557,Inactive Investor,Christy Wetrich,Financial Planning Associate;Portfolio Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,christy.l.wetrich@morganstanley.com,,Salesforce
344460,,William Barbee,"Partner , Litigation, Forensic Services",Greerwalker Wealth Llc,andy.barbee@greerwalker.com,704-377-0239,Manual List Upload
10768113,Inactive Investor,Daniel Santos,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,dsantos@ft.newyorklife.com,,Salesforce
10924404,Inactive Investor,Richard Oneil,,"P.J. Robb Variable, LLC Plantsville CT 142 Miller Farm Rd",,,Salesforce
11160034,Inactive Investor,Ryan Neff,Chief Compliance Officer;President,"Life, Inc. Retirement Services Delaware OH Private Residence",ryan.neff@lifeincrs.com,,Salesforce
9559338,,Frank Stromei,,,frankstromei@comcast.net,,List import
11177255,Inactive Investor,Kerri Podzka,,LPL Financial LLC,kerri.podzka@lpl.com,,Salesforce
11096690,Inactive Investor,Ashley Morse,,Cetera Advisor Networks LLC Irmo SC 200 Ministry Dr,morsea@ceteranetworks.com,,Salesforce
10619466,,Cristine Marik,,OGRIZOVICH FINANCIAL MANAGEMENT INC,cris@ofmwealth.com,,List Import
11254465,Inactive Investor,John Ashley,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",,,Salesforce
11120231,Inactive Investor,Steve Tepper,Chief Compliance Officer;Chief Operations Officer;Senior Financial Advisor;Vice President,"Northstar Financial Planners, Inc. Fort Lauderdale FL 1250 S Pine Island Rd",steve@northstarplanners.com,,Salesforce
11195805,Inactive Investor,Daniel Polk,,MWA Financial Services Inc. Raleigh NC 1611 Jones Franklin Rd,daniel.polk@mwarep.org,,Salesforce
11157821,Inactive Investor,Brett Cavalieri,Branch Manager;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Madison CT 741 Boston Post Rd,brett.cavalieri@morganstanley.com,,Salesforce
10976521,Inactive Investor,Nicholas Botticelli,Chief Investment Strategist,Global Strategic Investment Solutions Jupiter FL Private Residence,nbotticelli@gsisus.com,,Salesforce
11104473,Inactive Investor,Timothy Funke,Partner;Vice President,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",timothy.funke@nm.com,,Salesforce
10817499,Inactive Investor,Brian Gigliotti,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",brian.gigliotti@ml.com,,Salesforce
11008663,Inactive Investor,Enrique Plata,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,eplata01@ft.newyorklife.com,,Salesforce
10510926,,Wayne Penello,President,ANOVA Management,wpenello@anovamgt.com,,List Import
9586163,,William Grant,,,williamgrant@financialguide.com,,List import
11201180,Inactive Investor,Aishwarya Adyanthaya,Financial Advisor,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,aishwarya.adyanthaya@morganstanley.com,,Salesforce
11212117,Inactive Investor,Stephanie Domasky,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,sdomasky@rwbaird.com,,Salesforce
11084566,Inactive Investor,Eugene Desoiza,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,eugene.desoiza@morganstanley.com,,Salesforce
10810605,Inactive Investor,Patrick Clewell,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",patrick.clewell@ml.com,,Salesforce
10970389,Inactive Investor,Brenda Wheatley,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",,,Salesforce
11128582,Inactive Investor,Spyros Fabrikant,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",spyros.fabrikant@equitable.com,,Salesforce
11140334,Inactive Investor,Stephen Elblonk,,"FMSbonds, Inc.",selblonk@fmsbonds.com,,Salesforce
10874189,Inactive Investor,Robert Leonardo,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",rleonardo@massmutual.com,,Salesforce
10905783,Inactive Investor,Thomas Domin,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",thomas.domin@raymondjames.com,,Salesforce
10936216,Inactive Investor,Wendy Potter,,"Kestra Investment Services, LLC Troy MI 1111 W Long Lake Rd",,,Salesforce
10618684,,Brian Lorber,,,blorber@mesirowfinancial.com,,List Import
10937828,Inactive Investor,Matthew Barrand,Financial Advisor,Edward Jones Auburndale MA 130 Rumford Ave,matthew.barrand@edwardjones.com,,Salesforce
11207173,Inactive Investor,Reid Mortensen,Chief Compliance Officer;Managing Member;Member,"Genesis Wealth Management Group, LLC",reid@genesisfg.com,,Salesforce
11019035,Inactive Investor,Katrina Burke,,J.P. Morgan Securities LLC Newark OH 1212 N 21st St,katrina.burke@jpmorgan.com,,Salesforce
11069576,Inactive Investor,Jacob Smith,,"Northwestern Mutual Investment Services, LLC",jake.smith@nm.com,,Salesforce
11046989,Inactive Investor,Nathaniel Holden,Chief Compliance Officer;Co-Founder;Investment Advisor;Managing Member,Core Wealth Partners LLC Meridian ID 3313 W Cherry Ln,nathan@corewealthpartners.com,,Salesforce
10892679,Inactive Investor,Tyler Peters,Financial Advisor,Edward Jones Chandler AZ 1839 E Queen Creek Rd,tj.peters@edwardjones.com,,Salesforce
9609985,,Theodore Pinder,,,tedapinder@yahoo.com,,List import
11039261,Inactive Investor,William Carroll,,"Cambridge Investment Research, Inc. Bronxville NY Private Residence",wcarroll@cambridgesecure.com,,Salesforce
200105,,Ted Longnecker,Financial Advisor,"Principal Securities, Inc.",longnecker.ted@principal.com,515-246-4056,
11035608,Inactive Investor,Donald Dietz,,LPL Financial LLC Conway AR 5480 Lost Canyon Dr,donald.dietz@lpl.com,,Salesforce
11001751,Inactive Investor,Miriam Morales,,J.P. Morgan Securities LLC Bakersfield CA 13107 Rosedale Hwy,miriam.x.morales@chase.com,,Salesforce
11112462,Inactive Investor,Stephen Connaughton,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,stephen.connaughton@opco.com,,Salesforce
9602706,,Amy Asewe,,,amy.asewe@lpl.com,,List import
10893787,Inactive Investor,Beatrice Otu,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
105659,,Richard Field,,Wimbledon Hip Clinic,lisacefield@aol.com,7825728627,
9588326,,JONNEL ARISTOSA,,,aristosajonnel1@gmail.com,,List import
10760468,Inactive Investor,Ricardo Gonzalez,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ricardo.gonzalez@ubs.com,,Salesforce
11205213,Inactive Investor,Razell Smart,,"Pruco Securities, LLC. Orlando FL 4700 Millenia Blvd",razell.smart@prudential.com,,Salesforce
9638260,,Libby Sparshatt,,,lsparshatt@csf.com.au,,List import
10926980,Inactive Investor,Darrell Ray,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,darrell.ray@fidelity.com,,Salesforce
11108370,Inactive Investor,Justin Lowy,,"DFPG Investments, LLC Newport Beach CA 5000 Birch St",justin@platinumwg.com,,Salesforce
10965776,Inactive Investor,John Oliva,,"Osaic Wealth, Inc. Saint Petersburg FL 6414 1st Ave N",,,Salesforce
10940088,Inactive Investor,Caelan Currid,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
1004208,Inactive Investor,D.J. Andrzejewski,,D.J. Andrzejewski,davidj39@gmail.com,,3rd Party Lead Gen
10873306,Inactive Investor,Gregory Lhamon,Financial Advisor,Edward Jones Freeburg IL 102 N State St,gregory.lhamon@edwardjones.com,,Salesforce
10489640,,Christopher Alexander,Vice President,Fisher Investments,chrisalexand@gmail.com,,List Import
236948,, -,,[[Unknown]],ericdschultz@gmail.com,,Organic Search
10797369,Inactive Investor,Matthew Lasko,Managing Director - Wealth Management;Private Wealth Advisor;Senior Retirement Plan Consultant,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,matt.lasko@ubs.com,,Salesforce
10803451,Inactive Investor,Yan Sun,Financial Advisor,LPL Financial LLC Jersey City NJ 1 Evertrust Plz,tina.sun@lpl.com,,Salesforce
9561068,,George Jellison,,,gjellison@massmutual.com,,List import
337347,,Christian Rodriguez Hernandez,Associate,SKDKnick,crodriguezhernandez@skdknick.com,,Content
10928889,Inactive Investor,Vance Richard,Managing Director,"First Horizon Advisors, Inc. Lafayette LA 200 W Congress St",vance.richard@firsthorizon.com,,Salesforce
374755,,Kristie Gheysens,,Financial Engines Advisors L.l.c.,kgheysens@financialengines.com,(248) 324-1100,Salesforce
11190451,Inactive Investor,Kathleen Dana Miglino,,"Wells Fargo Clearing Services, LLC Santa Monica CA 170 Pier Ave",kathleen.danamiglino@wellsfargoadvisors.com,,Salesforce
10962923,Inactive Investor,Chiles Mason,,"Equitable Advisors, LLC Richmond VA 7231 Forest Ave",chiles.mason@equitable.com,,Salesforce
335462,,Mathew Kunst,Wealth Manager,Opus Financial Solutions Llc,matthew@opusfinsolutions.com,331-777-5449,Manual List Upload
10765360,Inactive Investor,Kenneth Correa,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",kenneth.correa@ml.com,,Salesforce
11201552,Inactive Investor,Benjamin Pease,Chief Innovation Officer;Managing Director - Fixed Income,Cumberland Advisors Sarasota FL 1 Sarasota Center Blvd,,,Salesforce
11177083,Inactive Investor,Christopher Mellone,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,mellonec@ceteranetworks.com,,Salesforce
11138188,Inactive Investor,William Loosier,Financial Advisor,Edward Jones Opelika AL 511 Geneva St,bill.loosier@edwardjones.com,,Salesforce
11195340,Inactive Investor,Dana Dunn,,"Cambridge Investment Research, Inc. Sharon PA 1126 E State St",dana.dunn@cambridgesecure.com,,Salesforce
10791429,Inactive Investor,Michael Burley,Chief Compliance Officer;Chief Executive Officer;President;Vice President,"Meridian Investment Advisors, Inc.",,,Salesforce
11127243,Inactive Investor,Brian Kujawa,Financial Advisor,LPL Financial LLC Maple Grove MN Private Residence,brian.kujawa@lpl.com,,Salesforce
10854834,Inactive Investor,Michael St Pierre,,Cetera Investment Services LLC Hauppauge NY 1600 Calebs Path Ext,,,Salesforce
11007119,Inactive Investor,Jennifer Dobson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11022504,Inactive Investor,Rolando Rodriguez,,"OneAmerica Securities, Inc. Lubbock TX 5001 W Loop 289",,,Salesforce
10787147,Inactive Investor,John Kesich,,"Avantax Investment Services, Inc. Pittsburgh PA 470 Streets Run Rd",,,Salesforce
10773008,Inactive Investor,Cheryl Holland,Founder;President;Regulatory Contact;Shareholder,"Abacus Planning Group, Inc.",cheryl@abacusplanninggroup.com,,Salesforce
10906338,Inactive Investor,Jeffrey Simmons,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jeff.simmons@fmr.com,,Salesforce
10773974,Inactive Investor,Yue Shen,Financial Advisor;First Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,julia.shen@morganstanley.com,,Salesforce
10977874,Inactive Investor,Wilson Gonzalez,,J.P. Morgan Securities LLC Miami FL 20880 Biscayne Blvd,wilson.x.gonzalez@chase.com,,Salesforce
9586847,,Michael C,,,michael.cheah@gmail.com,,List import
11023967,Inactive Investor,Donnette Draper,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",donnette.draper@ml.com,,Salesforce
10802812,Inactive Investor,Matthew Prince,,"Wells Fargo Clearing Services, LLC Centerville UT 32 W Parrish Ln",matthew.prince@wellsfargoadvisors.com,,Salesforce
10759659,Inactive Investor,Edward Davies,First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",edward_n_davies@ml.com,,Salesforce
10862858,Inactive Investor,Charles Hall,,"Ameriprise Financial Services, LLC Bowling Green KY 1050 Wilkinson Trce",bill.hall@ampf.com,,Salesforce
11097434,Inactive Investor,Andrew Knuth,Chairman,Westport Asset Management Inc,,,Salesforce
10596255,,Kevin Fox,,,foxkevinj@gmail.com,,Web Form Fillout
11158321,Inactive Investor,Tam Nguyen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10817901,Inactive Investor,Rodrigo Martinez,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",rodrigo.f.martinez@wellsfargo.com,,Salesforce
10928416,Inactive Investor,Sandra Hernandez,,"Northern Trust Securities, Inc. Saint Petersburg FL 100 2nd Ave S",sandra.hernandez@northerntrust.com,,Salesforce
10942723,Inactive Investor,Chinedu Onuba,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 13831 Northwest Fwy",chinedu.onuba@tfaconnect.com,,Salesforce
10983237,Inactive Investor,Samuel Bird,Associate,Edward Jones Idaho Falls ID 761 S Woodruff Ave,,,Salesforce
9554495,,Randal Composanto,,,randy.composanto@lfg.com,,List import
10810056,Inactive Investor,Kayarash Daylami,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",k.daylami@nm.com,,Salesforce
10816788,Inactive Investor,Paul Tyre,,PFS Investments Inc. Tallahassee FL 4909 N Monroe St,paul.tyre@primerica.com,,Salesforce
11002256,Inactive Investor,Heather Watts,Financial Advisor;Sales Assistant,LPL Financial LLC North Reading MA 350 Park St,heather.watts@lpl.com,,Salesforce
10759210,Inactive Investor,Scott Brooksbank,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,scott.brooksbank@fidelity.com,,Salesforce
11116724,Inactive Investor,Amelia Koh,,"MML Investors Services, LLC Fremont CA 2201 Walnut Ave",akoh@financialguide.com,,Salesforce
11172857,Inactive Investor,Robert Wood,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10754378,Inactive Investor,Tara Kinsella,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Kirkland WA 4000 Carillon Pt,tara.kinsella@morganstanley.com,,Salesforce
11105103,Inactive Investor,Galina Kirova,,J.P. Morgan Securities LLC Las Vegas NV 790 S Rampart Blvd,galina.kirova@jpmorgan.com,,Salesforce
1002146,Inactive Investor,Tom The Dealmaker Trust,Investor,Secondary Investor Emails,siegeltom@hotmail.com,,
10616999,,Samuel Shaw,,,sam.shaw@lpl.com,,List Import
9635866,,Eric Welter,,,ewelter@castaneapartners.com,,List import
9624999,,Norman Quon Quon,,,normanquon@hawaii.rr.com,,List import
10983776,Inactive Investor,Joshua Gonzales,,"Farmers Financial Solutions, LLC",joshua.gonzales@farmersinsurance.com,,Salesforce
225413,,Analisa Cantu,,[Unknown],cantu.analisa@gmail.com,,source
9551884,,James Deutsch,"Chief Executive Officer, Managing Member",Gilder Gagnon Howe & Co. LLC,james@gghc.com,,List import
10617749,,William Altman,,,william.altman@ubs.com,,List Import
10760659,Inactive Investor,Matthew McMichael,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",matthew.mcmichael@schwab.com,,Salesforce
11090609,Inactive Investor,Elmer Chavez,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,elmer.chavez@jpmorgan.com,,Salesforce
11059263,Inactive Investor,Peter Shouvlin,Analyst;Portfolio Manager,"Barton Investment Management, LLC",peter.shouvlin@bartonim.com,,Salesforce
10981768,Inactive Investor,Benjamin Campau,,"Osaic Wealth, Inc. Scottsdale AZ 7333 E Doubletree Ranch Rd",,,Salesforce
10846195,Inactive Investor,Craig Steury,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 712 Main St,craig.j.steury@jpmorgan.com,,Salesforce
11086182,Inactive Investor,Angel Bermudez,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",angel.bermudez@valic.com,,Salesforce
11087714,Inactive Investor,Staci Vitali,Financial Advisor,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",staci.vitali@prudential.com,,Salesforce
338726,,Susan Perket,Executive Director,"Mcglone Suttner Wealth Management, Inc.",susan@verusiag.com,920-882-5299,Manual List Upload
10890877,Inactive Investor,David Lambo,Financial Advisor,Edward Jones Spokane WA 12704 E Nora Ave,david.lambo@edwardjones.com,,Salesforce
9600357,,Michael Irving,,,mike@irvingplanning.com,,List import
11255525,Inactive Investor,Makemma Wolff,Relationship Manager,Avion Wealth,makemma@avionwealth.com,,Salesforce
9647492,,Josh Unice,,,jkunice@eastmansmith.com,,List import
10971008,Inactive Investor,David Layte,Planning Advisor,"SHP Wealth Management, LLC",davidl@shpne.com,,Salesforce
11182237,Inactive Investor,Myra Tucker,,"Calton & Associates, Inc. Lady Lake FL 510 County Road 466",mtucker@calton.com,,Salesforce
10997455,Inactive Investor,John Gillig,,Perella Weinberg Partners LP,jgillig@pwpartners.com,,Salesforce
9616779,,Cedric Tiu,,,cedric.v.tiu@gmail.com,,List import
10597912,,John Anastasia,,,john.anastasia@ampf.com,,Web Form Fillout
10611123,,John Campeau,"Senior Financial Advisor, Senior Vice President",,john.campeau@ml.com,,List Import
11260976,Inactive Investor,Jacob Woodward,Financial Advisor,"Valeo Financial Advisors, LLC",jrwoodward@valeofinancial.com,,Salesforce
10880940,Inactive Investor,Duane Winterberg,,"MML Investors Services, LLC Sheboygan WI 605 N 8th St",dwinterberg@financialguide.com,,Salesforce
9583661,,Nosipho Mhlapo,,,nosiphomhlapo0@gmail.com,,List import
11038012,Inactive Investor,Bria Freeman,Business Development Associate,Morgan Stanley Baltimore MD 1201 Wills St,bria.freeman@morganstanley.com,,Salesforce
11185730,Inactive Investor,Daniel Cooper,,Country Capital Management Company Sugar Grove IL 32 Cross Ct,dan.cooper@countryfinancial.com,,Salesforce
10900674,Inactive Investor,Jean Pierre Pedinielli,Investment Advisor,Moser Wealth Advisors,,,Salesforce
11139113,Inactive Investor,Mark Pritchard,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",mark.pritchard@prudential.com,,Salesforce
10836325,Inactive Investor,Eduard Shlomovich,,"HighTower Securities, LLC",eshlomovich@hightoweradvisors.com,,Salesforce
11121758,Inactive Investor,Bradford Dusek,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10971656,Inactive Investor,Mickey Jordan,,Thrivent Investment Management Inc. Bismarck ND 4007 State St,mickey.jordan@thrivent.com,,Salesforce
10831140,Inactive Investor,Dale Banwart,,"Raymond James Financial Services, Inc. Morton IL 805 W Jackson St",dale.banwart@raymondjames.com,,Salesforce
10777707,Inactive Investor,Mark Sandy,Financial Advisor,Edward Jones Lees Summit MO 200 SE Douglas St,mark.sandy@edwardjones.com,,Salesforce
10860975,Inactive Investor,Keith Merson,Principal,Sierra Wealth Advisors Cool CA 2492 Cascade Trl,keith@sierrawealth.com,,Salesforce
108897,,Gregory Bedross,,Lowes,gbedross@yahoo.com,8459870163,
10839926,Inactive Investor,Robert Walton,Managing Member,Walton Rahal CPAs PLLC,keith@waltoncpas.com,,Salesforce
10888010,Inactive Investor,Christopher Oconnell,,Fidelity Brokerage Services LLC,christopher.oconnell@fidelity.com,,Salesforce
10816951,Inactive Investor,Craig Mandel,Senior Vice President,UBS Financial Services Inc. Melville NY 58 S Service Rd,craig.s.mandel@ubs.com,,Salesforce
11171149,Inactive Investor,Mark Lund,Advisor;Investor;President,Stonecreek Wealth Advisors,m.l@stonecreekwealth.com,,Salesforce
9610090,,Vincent Bernal,,,vince.bernal@gmail.com,,List import
10929455,Inactive Investor,Bolutife Ogunsuyi,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9626094,,mark hellyar,,,mark@hellyar.com,,List import
9484002,,Thomas Easton,,,scatemouth@aol.com,,Web Form Fillout
11197925,Inactive Investor,Matthew Goldberg,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10953769,Inactive Investor,Reid Delanois,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
10880153,Inactive Investor,Ada Situ,,Goldman Sachs & Co.,,,Salesforce
9579706,,Guangzhi Zhai,,,gzhai@financialguide.com,,List import
10907083,Inactive Investor,Thomas Koleski,Chief Compliance Officer;Head - Financial Planning,"Cedar Capital, LLC",thomas.koleski@cedarcapital.com,,Salesforce
10885840,Inactive Investor,Teofilo Rojas,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. Plainview NY 1105 Old Country Rd,ted.rojas@citi.com,,Salesforce
11012935,Inactive Investor,Mark Bergey,,United Planners' Financial Services of America A Limited Partner Columbus OH 8415 Pulsar Pl,,,Salesforce
9611688,,Dianne Armer,,,dianne.armer@gmail.com,,List import
10988812,Inactive Investor,Jordan Carter,,"Farmers Financial Solutions, LLC Kirkland WA 11411 NE 124th St",jcarter@farmersagent.com,,Salesforce
11008911,Inactive Investor,Tierra Ricardo,,PFS Investments Inc. Tinley Park IL 7851 185th St,tricardo@primerica.com,,Salesforce
11201681,Inactive Investor,Joseph Quartey,Investment Specialist,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10617789,,Todd Zagurski,,,todd.zagurski@wellsfargoadvisors.com,,List Import
10883701,Inactive Investor,Gerardo Melgar,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Paula CA 715 E Main St",gerardo.melgar@ml.com,,Salesforce
11025097,Inactive Investor,Lori Greeff,,"Wells Fargo Clearing Services, LLC Columbus GA 6001 River Rd",,,Salesforce
211052,,Eric Nelson,,[Unknown],ecn525@gmail.com,,
150952,,Jolly Kurien,,[Unknown],jolly.kurien@gmail.com,,Organic Search
9577930,,Michael Fuselier,,,macfuselier@gmail.com,,List import
11198844,Inactive Investor,Manuel Gomez,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
342185,,Parker Rhea,Senior Analyst,Chilton Capital Management Llc,prhea@chiltoncapital.com,713-650-1995,Manual List Upload
9565848,,Stephen Fortner,,,stephen.fortner@securitiesamerica.com,,List import
11190530,Inactive Investor,Ari Liston,Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
374281,,Craig Primo,,,cprimo@k2securities.com,435-565-5066,Salesforce
10987118,Inactive Investor,Jorge Terriquez,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,jterriquez@primerica.com,,Salesforce
11038526,Inactive Investor,Sara Velander,,Country Capital Management Company West Des Moines IA 5550 Wild Rose Ln,sara.velander@countryfinancial.com,,Salesforce
151099,,Justin Terry,,[Unknown],jbter@yahoo.com,,Organic Search
10976275,Inactive Investor,Derek Dowty,,"Empower Financial Services, Inc Holyoke MA Private Residence",derek.dowty@empower.com,,Salesforce
10828945,Inactive Investor,John Marcum,,NYLIFE Securities LLC Lexington KY 243 Regency Cir,jwmarcum@ft.newyorklife.com,,Salesforce
373523,,Francis Moloney,,[Unknown],danmoloneyjr@aol.com,,source
10696463,,Donald Drury,,Moran Wealth Management,don.drury@moranwm.com,,List Import
10797058,Inactive Investor,Phillip Dobbs,Advisor;Senior Vice President,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,pdobbs@rockco.com,,Salesforce
10787363,Inactive Investor,Michael Kura,,"ValMark Securities, Inc. Akron OH 33 Merz Blvd",,,Salesforce
11095907,Inactive Investor,Barry King,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Reading PA 2211 Quarry Dr",barry.king@tfaconnect.com,,Salesforce
10997472,Inactive Investor,Hailey Jensen,,"Northwestern Mutual Investment Services, LLC Denver CO 3875 N Steele St",hailey.jensen@nm.com,,Salesforce
10900112,Inactive Investor,Rebecca Mcnulty,Financial Advisor,Edward Jones Saint Charles MO 1040 S 5th St,rebecca.mcnulty@edwardjones.com,,Salesforce
11037821,Inactive Investor,Michael Murray,,"Allstate Financial Services, LLC Green Cove Springs FL 1301 N Orange Ave",a003381@allstate.com,,Salesforce
10758781,Inactive Investor,Bruce Moulds,,"Cambridge Investment Research, Inc. Fort Collins CO 2401 Idledale Dr",,,Salesforce
10922209,Inactive Investor,Shannon Ostinelli,Financial Advisor,LPL Financial LLC,shannon.ostinelli@lpl.com,,Salesforce
10811779,Inactive Investor,David Carolan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",david.carolan@schwab.com,,Salesforce
11042971,Inactive Investor,Stephen Silver,,"Farmers Financial Solutions, LLC Valencia CA 27200 Tourney Rd",ssilver@farmersagent.com,,Salesforce
9636831,,Daniel Jinich,,,djinich@aconinvestments.com,,List import
9587158,,Patrick Day,,,patrick.day@hdvest.net,,List import
10955622,Inactive Investor,Ronell Stokes,,"Calton & Associates, Inc. Highland MI 141 N Milford Rd",rstokes@calton.com,,Salesforce
9585807,,Melinda Thomas,,,melinda.thomas@pensionmark.com,,List import
11172983,Inactive Investor,Kimberli Garrett,,Cetera Advisor Networks LLC Houston TX 1200 Post Oak Blvd,garrettk@ceteranetworks.com,,Salesforce
10834487,Inactive Investor,Leneatra Payton,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,leneatra.payton@primerica.com,,Salesforce
11142669,Inactive Investor,Christopher Cornett,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",christopher.cornett@ml.com,,Salesforce
10984098,Inactive Investor,Daniel Saur,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",dsaur@beaconpointe.com,,Salesforce
10814326,Inactive Investor,Charles Baglio,,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",charles.baglio@wellsfargoadvisors.com,,Salesforce
11197688,Inactive Investor,Delton Long,Financial Advisor,Edward Jones Oak Park IL 137 N Oak Park Ave,keon.long@edwardjones.com,,Salesforce
4165631,,Darin Eide,,,darineide@gmail.com,641-840-2583,Web Form Fillout
10837306,Inactive Investor,William Hughes,Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wayne PA 1200 Liberty Ridge Dr",william.hughes@wellsfargoadvisors.com,,Salesforce
11196316,Inactive Investor,Susan Lynch,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,susan.lynch.hqmy@statefarm.com,,Salesforce
11029816,Inactive Investor,David Marshall,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,djmarshall@ft.newyorklife.com,,Salesforce
335165,,Jonathan Baird,Managing Member,Mustard Seed Wealth Management,jon@msfwm.com,870-234-1618,Manual List Upload
11157990,Inactive Investor,Ryan Dudzic,Associate Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 80 Wolf Rd",ryan.dudzic@ampf.com,,Salesforce
337727,,William Schultheis,Member,"Soundmark Wealth Management, Llc",bschultheis@soundmarkwealth.com,425-820-1769,Manual List Upload
227408,, -,,[[Unknown]],ggggg@h.com,,
10890267,Inactive Investor,Anna Tu,Premier Banker,"Wells Fargo Clearing Services, LLC San Jose CA 360 N Capitol Ave",anna.tu@wellsfargoadvisors.com,,Salesforce
10920410,Inactive Investor,Maria Geerdes,Financial Advisor,Edward Jones Watertown SD 103 19th St NE,maria.geerdes@edwardjones.com,,Salesforce
10809282,Inactive Investor,Jake Bolstad,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10785026,Inactive Investor,Blake Manley,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",bmanley@truist.com,,Salesforce
10783983,Inactive Investor,Mahalia Kennon,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",haley_kennon@ml.com,,Salesforce
10772419,Inactive Investor,Gregory Driskell,,"Raymond James Financial Services, Inc. Creston IA 801 W Taylor St",greg.driskell@raymondjames.com,,Salesforce
11044268,Inactive Investor,Kyle Killett,Financial Advisor,Morgan Stanley Nashville TN 3102 West End Ave,kyle.killett@morganstanley.com,,Salesforce
9600102,,Ben Andrews,,,ben@newportcapitalptrs.com,,List import
10883556,Inactive Investor,Jay Kim,,"Cambridge Investment Research, Inc. Sacramento CA 656 5th Ave",,,Salesforce
34395,,WILLIAM TUCKER,,United States,herbtucker@yahoo.com,,
11001002,Inactive Investor,Emily Pehlis,Service Advisor,"Strategic Wealth Advisors Group, Inc.",,,Salesforce
9620073,,Sebastian Corrochano,,,sebascorro@gmail.com,,List import
11026846,Inactive Investor,Snigdha Yesmin,,J.P. Morgan Securities LLC New York NY 204 W 4th St,snigdha.yesmin@jpmorgan.com,,Salesforce
10792059,Inactive Investor,Clark Miller,,LPL Financial LLC San Rafael CA 1579 Lincoln Ave,clark.miller@lpl.com,,Salesforce
10802983,Inactive Investor,Leo McAllister,,"Cadaret, Grant & Co., Inc. Cobleskill NY 2457 State Rte 7",mcalli5@ae.cadaretgrant.com,,Salesforce
10808072,Inactive Investor,Todd Anderson,,"Equitable Advisors, LLC Black River Falls WI 400 Harrison St",todd.anderson@equitable.com,,Salesforce
11085018,Inactive Investor,Ignacio Thomas,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,ignacio.ferrari@morganstanley.com,,Salesforce
10921313,Inactive Investor,Martha Poertner,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",marti.poertner@nm.com,,Salesforce
11164838,Inactive Investor,Laurence Tam,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",laurence.tam@bernstein.com,,Salesforce
10987194,Inactive Investor,Richard Shriver,,"Farmers Financial Solutions, LLC Broomfield CO 1333 W 120th Ave",rshriver@farmersagent.com,,Salesforce
10957135,Inactive Investor,Angie Butler,,"CapFinancial Securities, LLC. Sacramento CA 740 University Ave",,,Salesforce
10938304,Inactive Investor,Alexander Sesi,Private Client Banker,J.P. Morgan Securities LLC Utica MI 4665 24 Mile Rd,alexander.sesi@jpmorgan.com,,Salesforce
11153951,Inactive Investor,Julia Tipolt,,State Farm VP Management Corp. Solvang CA 680 Alamo Pintado Rd,julia.tipolt.m35h@statefarm.com,,Salesforce
9599054,,Damien Butler,,,damien.butler@opco.com,,List import
10646953,,Peter Macmillan,,,peter.macmillan@edwardjones.com,,List Import
10783306,Inactive Investor,Jeannette Smith,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",,,Salesforce
11234715,Inactive Investor,Michael Dinan,Financial Advisor,Savant Wealth Management Reading PA 1200 Broadcasting Rd,mdinan@savantwealth.com,,Salesforce
10695820,,Jessica Donahue,,Foundation Source,jdonahue@foundationsource.com,,List Import
11055110,Inactive Investor,Robert Goldbeck,,Cetera Advisors LLC Rockville MD 1455 Research Blvd,,,Salesforce
9590235,,???? ???? ????,,,mhmadzino5@gmail.com,,List import
9569473,,Howard Herbert,,,howardngatuni44@gmail.com,,List import
124826,,James Rock,Manager,"Caprock Management, Llc",james@thecaprockgroup.com,408-626-8613,Manual List Upload
9599562,,Steven Herzog,,,sherzog@wetherby.com,,List import
10784137,Inactive Investor,Jimmy Leong,,J.P. Morgan Securities LLC East Brunswick NJ 629 State Rte 18,jim.leong@jpmorgan.com,,Salesforce
10645400,,Peter Dischinger,,,pdischinger@hl.com,,List Import
10904805,Inactive Investor,Sasha Craig,,PFS Investments Inc. Hemet CA 155 N Cawston Ave,sasha.craig@primerica.com,,Salesforce
11095344,Inactive Investor,Marsha Thorne,Portfolio Associate;Senior Registered Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,marsha.thorne@morganstanley.com,,Salesforce
10828020,Inactive Investor,Andrew Brommer,Financial Advisor,Edward Jones Perry IA 1205 2nd St,andrew.brommer@edwardjones.com,,Salesforce
241743,,Brian Lazek,,[Unknown],lazerlazer588@gmail.com,,
10831424,Inactive Investor,Keenan Burke,Financial Advisor,"Ameriprise Financial Services, LLC Lapeer MI 418 Lake Nepessing Rd",kip.e.burke@ampf.com,,Salesforce
10842594,Inactive Investor,Brett Faulk,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated O Fallon IL 475 Regency Park",,,Salesforce
10918385,Inactive Investor,Edward Maraccini,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",edward.t.maraccini@nm.com,,Salesforce
10805850,Inactive Investor,Sean Broker,,"Wells Fargo Clearing Services, LLC Belleview FL 5407 SE 111th St",sean.broker@wellsfargo.com,,Salesforce
10794722,Inactive Investor,Janessa Hawk,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,janessa.hawk@fidelity.com,,Salesforce
9630652,,J H,,,jonhedvat@gmail.com,,List import
9569554,,singf aks,,,tjdghk2002@naver.com,,List import
352175,,Joshua Kantor,Associate,"Westview Capital Management Company, Inc.",jak@wvcapital.com,617-261-2050,Manual List Upload
10661517,,Michael Solheim,,,msolheim@wshscpa.com,,List Import
248736,,Shivraj Patil,Owner,Bits in Bytes LLC,javachamp@gmail.com,,Manual List Upload
10799638,Inactive Investor,Thomas Douglass,Registered Service Assistant,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",thomas.douglass@ampf.com,,Salesforce
11162276,Inactive Investor,Mark Lecoq,Associate Vice President;Financial Advisor;Investment Management Consultant,Morgan Stanley New Orleans LA 1100 Poydras St,mark.lecoq@morganstanley.com,,Salesforce
172680,,Christopher LePage,,[Unknown],clepage80@gmail.com,,
10903594,Inactive Investor,Nicholas Krsnich,Chief Investment Officer;Managing Member,JMN Investment Management LLC,nkrsnich@jmninvestment.com,,Salesforce
10936347,Inactive Investor,Kay Whittler,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,,,Salesforce
10979624,Inactive Investor,Travis Stauffer,,"Allstate Financial Services, LLC Brownsburg IN 67 E Garner Rd",,,Salesforce
10913505,Inactive Investor,Bruce Datil,,"Allstate Financial Services, LLC Philadelphia PA 1050 E Hunting Park Ave",brucedatil@allstate.com,,Salesforce
336951,,Mike Bayliss,Business Analyst,Affiance Financial Llc,michael.bayliss@affiancefinancial.com,952-544-9818,Manual List Upload
11171337,Inactive Investor,Paul Staples,,Vanguard Marketing Corporation,paul_staples@vanguard.com,,Salesforce
11032528,Inactive Investor,Timothy Hender,Financial Representative,"Northwestern Mutual Investment Services, LLC Lake Forest IL 272 E Deerpath",tim.hender@nm.com,,Salesforce
9641380,,VINCENT BROOKS,,,vibsr@comcast.net,,List import
11177202,Inactive Investor,Madeline Keshinover,Vice President,Citigroup Global Markets Inc.,,,Salesforce
11177166,Inactive Investor,Lawrence Faretta,,Ages Financial Services Ltd. Haverhill MA 150 Summer St,lfaretta@tag-ages.com,,Salesforce
9559817,,Cocco Family,,,coccofamilytrustt@gmail.com,,List import
10585016,,Pascal Virmoux-Jackson,,,pvirmouxjackson@gmail.com,,Web Form Fillout
10969327,Inactive Investor,Jack Huang,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10807406,Inactive Investor,Randal Keeth,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Antonio TX 777 E Sonterra Blvd",randal.keeth@wellsfargoadvisors.com,,Salesforce
10908412,Inactive Investor,Patrick Monahan,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Freehold NJ 83 South St",pmonahan@wfafinet.com,,Salesforce
10794997,Inactive Investor,Darel Baer,Chief Executive Officer;Founding Partner,Baer Investment Advisory LLC,dbaer@darelbaer.com,,Salesforce
10916109,Inactive Investor,Kwang Kim,Financial Advisor,LPL Financial LLC Los Angeles CA 3699 Wilshire Blvd,kwang.kim@lpl.com,,Salesforce
10964896,Inactive Investor,Sarah Hughes,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9579440,,Thomas Shollar,,,tomshollar@gmail.com,,List import
11131581,Inactive Investor,Monique Nelson,Financial Advisor,Edward Jones Melbourne FL 3760 W Eau Gallie Blvd,monique.nelson@edwardjones.com,,Salesforce
11084273,Inactive Investor,Efrain Moreno,,"Osaic Wealth, Inc. Pomona CA Private Residence",,,Salesforce
10803924,Inactive Investor,Carlos Sanchez,Portfolio Associate,Morgan Stanley Austin TX 301 Congress Ave,carlos.sanchez.jr@morganstanley.com,,Salesforce
11022601,Inactive Investor,Lawrence Wittman,Client Associate,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",lawrence.g.wittman@wellsfargo.com,,Salesforce
11025135,Inactive Investor,Travis Clark,,Goldman Sachs Custody Solutions Dallas TX 2001 Ross Ave,,,Salesforce
11022986,Inactive Investor,Marie Cidera,,J.P. Morgan Securities LLC Lake Worth FL 202 Lake Ave,marie.d.cidera@chase.com,,Salesforce
217784,,Vincenzo Salina Amorini,,[Unknown],vsalinaamorini@gmail.com,,source
11158533,Inactive Investor,Lucas Coutinho,Chief Compliance Officer;Investment Advisor;Managing Member,"Bankshop, LLC",,,Salesforce
11112776,Inactive Investor,Jillian James,,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",jillian.james@schwab.com,,Salesforce
11083437,Inactive Investor,John Mazzarella,,"Fifth Third Securities, Inc. Northville MI 20205 Haggerty Rd",john.mazzarella@53.com,,Salesforce
10774115,Inactive Investor,Karen Nicholson,Branch Operations Manager;Senior Registered Associate,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,knicholson@dadco.com,,Salesforce
10872699,Inactive Investor,Morgan Litchfield,Client Performance Analyst;Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",morgan.k.litchfield@wellsfargo.com,,Salesforce
11196392,Inactive Investor,Patrick Zumbusch,Chief Executive Officer;Founder;Managing Member;Owner;President;Regulatory Contact,Wellspring Financial Partners,pzumbusch@wellspringfp.com,,Salesforce
60661,,Kevin Burns,"Founding Partner, Manager",Coastal Bridge Advisors,kburns@coastalbridgeadvisors.com,203-247-9054,Manual List Upload
11106631,Inactive Investor,Cameron Marcatos,Financial Advisor,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,cameron.marcatos@morganstanley.com,,Salesforce
11183351,Inactive Investor,Chris Quackenbush,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bloomington IN 101 W Kirkwood Ave",chris.quackenbush@wellsfargoadvisors.com,,Salesforce
9584862,,Ronald Halterman,,,rhalterman@westonfinancial.net,,List import
11185321,Inactive Investor,Nolan Meeuwsen,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",nolan.meeuwsen@wellsfargoadvisors.com,,Salesforce
11003526,Inactive Investor,Cullen Johnson,,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",cullen.johnson@nm.com,,Salesforce
10908108,Inactive Investor,Bruce Barron,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,bruce.barron@lpl.com,,Salesforce
10783787,Inactive Investor,John Cholankeril,Private Client Advisor;Senior Vice President - Investments,J.P. Morgan Securities LLC Short Hills NJ 800 Morris Tpke,john.v.cholankeril@jpmorgan.com,,Salesforce
11090319,Inactive Investor,Michael Lockwood,Financial Planner,"Osaic FA, Inc. Irvine CA 17400 Laguna Canyon Rd",mike.lockwood@lfg.com,,Salesforce
10821220,Inactive Investor,Matthew Fisher,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,fisher.matt@ubs.com,,Salesforce
10792570,Inactive Investor,Sarah Flaman,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Brookhaven GA Private Residence,sarah.flaman@ubs.com,,Salesforce
10938802,Inactive Investor,Richard Reilly,,"Grove Point Investments, LLC Thurmont MD 209 E Main St",,,Salesforce
7741397,,Conor Wood,,,conor-wood@hotmail.co.nz,,Web form fillout
10680360,,Joseph Dobrzynski,,,joseph@wrrwm.com,,List Import
10784561,Inactive Investor,Karen Kowalewski,,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,karen.kowalewski@opco.com,,Salesforce
11046400,Inactive Investor,Odalis Ocampo Vivero,,J.P. Morgan Securities LLC Twin Falls ID 705 Blue Lakes Blvd N,odalis.ocampo-vivero@jpmorgan.com,,Salesforce
10595001,,Elizabeta Harissiadis,,,e.harissiadis@gmail.com,,Web Form Fillout
9626692,,Dana Johnson,,,johnsondana555@gmail.com,,List import
9562054,,Alan Becke,,,abecke@financialguide.com,,List import
11134201,Inactive Investor,Setareh Hedayati,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,setareh.hedayati@morganstanley.com,,Salesforce
10762210,Inactive Investor,Timothy Patterson,Financial Advisor,Edward Jones Simsbury CT 885 Hopmeadow St,tim.patterson@edwardjones.com,,Salesforce
10809628,Inactive Investor,Susan Baxter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",susan.baxter@ml.com,,Salesforce
10505189,,MARILYN DOUGLAS-JONES,FINANCIAL EDUCATOR,iHealthcare,mdouglasjonesusa@gmail.com,18324957986,List Import
10853088,Inactive Investor,William Quinton,,"Avantax Investment Services, Inc. Corpus Christi TX Private Residence",,,Salesforce
9581252,,Nicholas Capetola,,,ncapetola@massmutual.com,,List import
11036803,Inactive Investor,Cindy Rosado,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10657760,,Jeffrey Mallard,,,jmallard@primerica.com,,List Import
11151489,Inactive Investor,Luke Naes,Private Client Associate;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 1495 Canyon Blvd",luke.a.naes@bofa.com,,Salesforce
10612674,,Richard Vanderpool,Financial Advisor,,richard.w.vanderpool@ampf.com,,List Import
9572033,,Vaibhav Sethi,,,vsethi@kmgroupllc.com,,List import
11230725,Inactive Investor,Kenrich Marte-Perez,,"Ameriprise Financial Services, LLC Agawam MA 200 Silver St",,,Salesforce
11022657,Inactive Investor,Vesna Milosevic,,J.P. Morgan Securities LLC Scottsdale AZ 8200 E Via Paseo del Norte,vesna.milosevic@jpmorgan.com,,Salesforce
11133590,Inactive Investor,Alexander Hayden,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",,,Salesforce
10919432,Inactive Investor,Susan Ecker,,"Avantax Investment Services, Inc. Zumbrota MN 404 S Main St",,,Salesforce
9647420,,Kaitlin Thompson,,,kthompson@evolveetfs.com,,List import
11102584,Inactive Investor,Christopher Edwards,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10829058,Inactive Investor,Bradley Marks,Executive Director - Private Wealth Management;Financial Advisor;Global Sports and Entertainment Director;Portfolio Management D,Morgan Stanley Roslyn NY Private Residence,bradley.a.marks@morganstanleypwm.com,,Salesforce
9582903,,NICOLAS IBAÑEZ,,,nicolasibanez10@gmail.com,,List import
237271,, -,,[[Unknown]],annie.joan.lewis@gmail.com,,
11160770,Inactive Investor,Garrett Carlson,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",garrett.carlson@wellsfargoadvisors.com,,Salesforce
11122546,Inactive Investor,Kelli Kingma,Advisor;Financial Planner,Tschetter Group,kelli@tschettergroup.com,,Salesforce
10916301,Inactive Investor,Amy White,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",amy.white@raymondjames.com,,Salesforce
10604426,Inactive Investor,Joseph Chang,CERTIFIED FINANCIAL PLANNER,"Empower Advisory Group, LLC Auburn AL Private Residence",joseph.chang@empower.com,9173550993,List Import
10826683,Inactive Investor,David Pearre,,The O.N. Equity Sales Company Lake Bluff IL 101 Waukegan Rd,,,Salesforce
9602777,,benny swinn,,,luxstays55@gmail.com,,List import
10985292,Inactive Investor,Scott Baril,Financial Advisor;Member,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,sbaril@savantwealth.com,,Salesforce
9588907,,Juan ramon Rios,,,juanramonrios@gmail.com,,List import
11035664,Inactive Investor,John Barret,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",john.barret@ml.com,,Salesforce
11233969,Inactive Investor,Brady Reynolds,,"Cambridge Investment Research, Inc. Bowling Green KY 191 W Professional Park Ct",,,Salesforce
10896895,Inactive Investor,Kirk Delaune,Financial Advisor,Edward Jones Metairie LA 2424 Edenborn Ave,kirk.delaune@edwardjones.com,,Salesforce
10797795,Inactive Investor,Michael Auler,Financial Advisor;Vice President,Morgan Stanley Boston MA 28 State St,michael.auler@morganstanley.com,,Salesforce
225770,, -,,[[Unknown]],bdasubscription@gmail.com,,Initial Salesforce Import
10990078,Inactive Investor,Gabriel Kiner,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",gkkiner@firstcommand.com,,Salesforce
10665447,,Karo Fattahi,,,karo112288221@gmail.com,,Web Form Fillout
10761665,Inactive Investor,Susan Zick,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",susan_zick@ml.com,,Salesforce
10777092,Inactive Investor,Brett Rosenthal,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",brett.rosenthal@ml.com,,Salesforce
11161519,Inactive Investor,Phillip Meyer,,Thrivent Investment Management Inc.,,,Salesforce
11123149,Inactive Investor,Aaron Shrope,,"U.S. Bancorp Investments, Inc. Eugene OR 800 Willamette St",,,Salesforce
10780540,Inactive Investor,Frank Roccaforte,Financial Advisor,Edward Jones Gretna LA 500 Huey P Long Ave,frank.roccaforte@edwardjones.com,,Salesforce
9589962,,Marry Ann Kenyon,,,mike01851@live.com,,List import
11212959,Inactive Investor,Christopher Gleason,,"Independent Financial Group, LLC Sarasota FL Private Residence",,,Salesforce
9578995,,William Groah,,,bgroah@gmail.com,,List import
11130682,Inactive Investor,Elizabeth White,Client Advisor,J.P. Morgan Securities LLC Minneapolis MN 225 S 6th St,elizabeth.white@jpmorgan.com,,Salesforce
10884586,Inactive Investor,George Lehmann,,Park Avenue Securities LLC Columbus OH 5001 Horizons Dr,george_lehmann@glic.com,,Salesforce
10828135,Inactive Investor,Nicholas Sergio,,"Raymond James Financial Services, Inc. Red Bank NJ 11 Wharf Ave",nick.sergio@raymondjames.com,,Salesforce
11156477,Inactive Investor,Roger Jobin,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",roger.jobin@nm.com,,Salesforce
11161239,Inactive Investor,Dori Stegmann,Portfolio Associate;Senior Registered Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,dori.stegmann@morganstanley.com,,Salesforce
11176809,Inactive Investor,John Cisna,,"FBL Marketing Services, LLC",john.cisna@fbfs.com,,Salesforce
223369,,Michael Nelkens,"Managing Director, Head of Technology Infrastructure and Cybersecurity",Castleton Commodities Intl LLC CCI,michael.nelkens@cci.com,,
9580607,,Paul Manning,,,amandfm@mail.com,,List import
11138751,Inactive Investor,Robert Hetherington,,Lincoln Investment Parsippany NJ 90 E Halsey Rd,rhetherington@lincolninvestment.com,,Salesforce
9549416,,Doug Fagan,,,doug@hawkeyecap.com,,List import
10995144,Inactive Investor,Meghann Quaider,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10934829,Inactive Investor,Dylan Lovell,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",dylan.a.lovell@nm.com,,Salesforce
239005,,Brian Saunders,,United States,dr613@bellsouth.net,,
11134001,Inactive Investor,Michael Warren,,"Equitable Advisors, LLC Charlotte NC 8501 IBM Dr",,,Salesforce
10998174,Inactive Investor,Carl Goetz,,"BOK Financial Securities, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
9610613,,Candace Campbell,,,crockettca@mac.com,,List import
9642651,,Nike Zames,,,nike.dirty@gmail.com,,List import
10932235,Inactive Investor,Larry Berman,,Cetera Advisor Networks LLC Baltimore MD 1425 Patapsco St,bermanl@ceteranetworks.com,,Salesforce
2420705,,Rupesh Kumar,,,rupeshk8785@gmail.com,,
10859673,Inactive Investor,Benjamin Raikes,Member;Senior Financial Planner,"Mason & Associates, LLC",braikes@masonllc.net,,Salesforce
10979611,Inactive Investor,Luray Bucholtz,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",,,Salesforce
10661472,,Ariel Choi,,,ariel@sandboxindustries.com,,List Import
10925263,Inactive Investor,Michael Csedrik,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
11236209,Inactive Investor,Carson Young,Private Wealth Manager,Future Capital Management,cyoung@futurecapitalco.com,,Salesforce
9619487,,Pieter Bakhuijzen,,,pbakhuijzen@gmail.com,,List import
335535,,Cynthia Sowell,Member,Sowell Management,cindy@sowellmanagement.com,501-219-2434,Manual List Upload
11194181,Inactive Investor,Kristine Yoder,,State Farm VP Management Corp. Fairbanks AK 3505 Airport Way,,,Salesforce
9585688,,Tara Rog,,,t.rog@fi.com,,List import
11037028,Inactive Investor,Kristina Reed,,"Osaic Institutions, Inc. Ashburn VA 44810 Saranac St",,,Salesforce
11125140,Inactive Investor,Kermit Knight,Financial Advisor,"Wells Fargo Clearing Services, LLC Beaverton OR 14725 SW Teal Blvd",kermit.knight@wellsfargo.com,,Salesforce
9620992,,Brook Armstrong,,,mrbrookarmstrong@gmail.com,,List import
163796,,Rishabh Sharma,,[Unknown],mail.rishabh.sharma@gmail.com,,
11210997,Inactive Investor,Colin Aldis,Associate,Thrivent Investment Management Inc. Rochester MN 116 Elton Hills Ln Nw,colin.aldis@thrivent.com,,Salesforce
11174760,Inactive Investor,Michael Bell,Financial Advisor,Edward Jones Georgetown TX 1530 Sun City Blvd,michael.bell@edwardjones.com,,Salesforce
10885630,Inactive Investor,Miguel Llanos,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 4511 Weston Rd",miguel.llanos@wellsfargoadvisors.com,,Salesforce
10920094,Inactive Investor,Shan Kumar,Member;Portfolio Manager,"Pi Square Capital, LLC",shan@pisquarecapital.com,,Salesforce
11018226,Inactive Investor,Griffin Salvo,,Park Avenue Securities LLC Naples FL 10001 Tamiami Trail N,,,Salesforce
11053464,Inactive Investor,Bradley Hirling,,"Cambridge Investment Research, Inc. Metairie LA 6660 Riverside Dr",bhirling@cambridgesecure.com,,Salesforce
10810741,Inactive Investor,Brian Orourke,Chief Compliance Officer;President,"O'Rourke & Company, Incorporated Boston MA 1 Liberty Sq",,,Salesforce
9567663,,Holly Perry,,,bloom.holly@principal.com,,List import
10990515,Inactive Investor,Cherokee Shackelford,,"Robinhood Financial, LLC",cherokee.shackelford@robinhood.com,,Salesforce
10845903,Inactive Investor,Tyler Curtis,Chief Operating Officer;Co-Owner;Shareholder,Snider Advisors Irving TX 222 Las Colinas Blvd W,tcurtis@snideradvisors.com,,Salesforce
10849647,Inactive Investor,James Potkul,Chief Compliance Officer;Chief Investment Officer;President,"Potkul Capital Management, LLC",,,Salesforce
10657590,,Vincent Demarco,,,vincent.m.demarco@chase.com,,List Import
11198111,Inactive Investor,Drew Nordlicht,,"HighTower Securities, LLC San Diego CA 12760 High Bluff Dr",dnordlicht@hightoweradvisors.com,,Salesforce
10953650,Inactive Investor,Rachel Neff,,Fidelity Brokerage Services LLC,,,Salesforce
10949914,Inactive Investor,Mark Macri,,J.P. Morgan Securities LLC Staten Island NY 230 Arden Ave,mark.macri@chase.com,,Salesforce
11134960,Inactive Investor,Julia Smith,,PFS Investments Inc. Houston TX 6200 Savoy Dr,,,Salesforce
10977025,Inactive Investor,Sylvia Ahn,Financial Advisor,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",ahn.sylvia@principal.com,,Salesforce
11080525,Inactive Investor,Carl Pestelos,Portfolio Manager;Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 601 S Figueroa St,carl.pestelos@jpmorgan.com,,Salesforce
10974796,Inactive Investor,William Weihman,Financial Advisor;Member,"Empowerment Financial Guidance, LLC",,,Salesforce
10509970,,Brianne Cavanagh,Head of Canada Index Sales,Nasdaq,brianne.cavanagh@nasdaq.com,,List Import
9607807,,Florian Ginez,,,florian.ginez@hotmail.fr,,List import
198924,,Yuval Cohen,,Cmay,yuv_99@yahoo.com,9.72528E+11,
11002759,Inactive Investor,Linda Bombe,,"Farmers Financial Solutions, LLC Woodland Hills CA 6303 Owensmouth Ave",,,Salesforce
9622146,,Raphael Moreau,,,raphael.moreau.s@gmail.com,,List import
10861314,Inactive Investor,Darius Bakhitar,,"The Leaders Group, Inc.",,,Salesforce
10989540,Inactive Investor,Terry Page,,"Principal Securities, Inc. Lake Oswego OR 5665 Meadows Rd",page.terry@principal.com,,Salesforce
10725495,,Vincent Abinet,,,vabinetdeluca@gmail.com,,Web Form Fillout
11016246,Inactive Investor,Jesse Johnson,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",jesse.johnson@nm.com,,Salesforce
10797656,Inactive Investor,Kyle Malmstrom,Co-Chief Investment Officer;Managing Director,Centura Wealth Advisory San Diego CA 3570 Carmel Mountain Rd,kmalmstrom@centurawealth.com,,Salesforce
9581006,,Ron Causey,,,rcausey@schgroup.com,,List import
244942,,Joshua Reich,Regional Sales Exec,Private Advisor Group,joshua.reich@privateadvisorgroup.com,19738671311,Manual List Upload
9578476,,Brandon Glenn,,,begstocks@gmail.com,,List import
9647588,,wally ambrose,,,wallyambrose@hotmail.com,,List import
10892524,Inactive Investor,Mark Guglielmi,Chief Compliance Officer;Chief Executive Officer;Founder,"Balanced View Capital, LLC Westport CT Private Residence",,,Salesforce
9555825,,Nicholas Ancona,,,ancona.nicholas@principal.com,,List import
9608370,,Henry Hughes,,,hhughes81@gmail.com,,List import
10880798,Inactive Investor,Philip Nickles,,"Raymond James Financial Services, Inc. Greenwood SC 583 Hwy 72 NW",philip.nickles@raymondjames.com,,Salesforce
11176224,Inactive Investor,Xiaobing Guan,,"Charles Schwab & Co., Inc.",gary.guan@schwab.com,,Salesforce
371601,,Thomas Strayer,,[Unknown],tom19_54eyes@hotmail.com,,Salesforce
10505816,,Rickey Turner,Career Agent,American Heritage Financial,rickeyturner@ahfplanners.com,205-922-6300,List import
11145905,Inactive Investor,Claire Grayson,,"NewEdge Securities, Inc. Hampton Falls NH 87 Lafayette Rd",cgrayson@macg.com,,Salesforce
232442,, -,,[Unknown],deasonjoseph4@gmail.com,,
9549933,,Hans Wurst,,,hw@gmx.de,,List import
371444,,JT Minogue,,Prosperitas,minoguejt@gmail.com,6313751160,Salesforce
208873,,f boni,,[Unknown],f@boni.it,,source
10865139,Inactive Investor,Harriet Duan,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,hduan@ft.newyorklife.com,,Salesforce
11084589,Inactive Investor,John Shadden,Financial Advisor;Institutional Consulting Director;Managing Director - Wealth Management,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,john.shadden@morganstanley.com,,Salesforce
10922864,Inactive Investor,Mark Beyer,,"Raymond James Financial Services, Inc. Tampa FL 800 W Platt St",mark.beyer@raymondjames.com,,Salesforce
149996,,Marvin Mensah,,[Unknown],marvmensah@gmail.com,,Webinar
11009395,Inactive Investor,Gabriel Nussbaum,,LPL Financial LLC Greenville SC 3515 Pelham Rd,gabriel.nussbaum@lpl.com,,Salesforce
11170155,Inactive Investor,Geoffrey Moore,,"Wells Fargo Clearing Services, LLC Ocala FL 2001 SW 17th St",,,Salesforce
11235723,Inactive Investor,Mark Peyser,Wealth Advisor,"Retirement Income Solutions, Inc.",hankpeyser@risadvisory.com,,Salesforce
10973636,Inactive Investor,Teri Stitzinger,,"Osaic Wealth, Inc. Brookville PA 86 Barnett St",,,Salesforce
11013738,Inactive Investor,Scott Holmes,District Leader,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,sholmes@primerica.com,,Salesforce
11142425,Inactive Investor,Min Wen Chen,Financial Professional,"Pruco Securities, LLC. Flushing NY 15915 Northern Blvd",min.chen@prudential.com,,Salesforce
9566711,,Jan Reuter,,,janeikereuter@googlemail.com,,List import
9558558,,Matthew Byer,,,mbyer@samipfd.com,,List import
10904599,Inactive Investor,Robert Fitzpatrick,Financial Advisor,The Huntington Investment Company Loveland OH 12200 Montgomery Rd,robert.fitzpatrick@huntington.com,,Salesforce
10847249,Inactive Investor,Kimberly Miller,Branch Administrative Supervisor;Vice President,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,ksmiller@rwbaird.com,,Salesforce
10657424,,Peter Williams,,,pwilliams@kfg.com,,List Import
10487344,,Maureen Mendoza,"Account Vice President, Senior Retirement Plan Consultant",UBS Financial Services Inc.,maureen.perro@ubs.com,,List Import
9584918,,Christine Cunningham,,,christine@rimgt.com,,List import
11049666,Inactive Investor,Sarah Dudley,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",sarah.dudley@usbank.com,,Salesforce
11107430,Inactive Investor,Gregg Somerville,,"IFP Securities, LLC Hockessin DE 724 Yorklyn Rd",,,Salesforce
341828,,Rafael Castro,Senior Investment Manager,"Enhanced Capital Partners, Llc",rafael.castro@aberdeenstandard.com,504-569-7900,Manual List Upload
10613772,,Daniel Goldschmidt,"Financial Advisor, Senior Vice President",,amshinov@yahoo.com,,List Import
10807398,Inactive Investor,George Lupton,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",george.lupton@truist.com,,Salesforce
11066705,Inactive Investor,Thomas Meadows,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11091004,Inactive Investor,Jeffrey Bonomi,,"Osaic Wealth, Inc. San Jose CA 1625 The Alameda",,,Salesforce
11017989,Inactive Investor,Ruben Ramirez Pena,,J.P. Morgan Securities LLC Bronx NY 76 E 161st St,ruben.d.ramirezpena@chase.com,,Salesforce
10826166,Inactive Investor,Marty Nanne,,"Kestra Investment Services, LLC Minneapolis MN 505 Hwy 169 N",mnanne@nfp.com,,Salesforce
11021231,Inactive Investor,Michael Ruzek,,"MML Investors Services, LLC Sheboygan WI 1028 S Taylor Dr",mruzek@financialguide.com,,Salesforce
11217946,,Thomas Diffely,,,tdiffely@dadco.com,,List Import
107037,,Max Blakesberg,,Max b,maxblakesberg@gmail.com,(561) 613-7796,Organic Search
10820296,Inactive Investor,Bryan Banning,Executive Director;Family Wealth Director;Financial Advisor;Global Sports and Entertainment Director;Senior Portfolio Management,Morgan Stanley Irvine CA 1901 Main St,bryan.banning@morganstanley.com,,Salesforce
11123892,Inactive Investor,Michael King,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",,,Salesforce
11234733,Inactive Investor,Terence Sullivan,Co-President;Regulatory Contact;Senior Managing Director,"New Paragon, LLC",tsullivan@paragonadvisors.net,,Salesforce
6863645,,Nancy Marie Bairefoot,,,nancybairefoot03@gmail.com,,Web Form Fillout
10896327,Inactive Investor,Rebecca Macdonald,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,MacDonald Wealth Associates LLC,,,Salesforce
9572114,,James Morisson,,,james@buam.com,,List import
9544419,,Ralph Scott,,,rscott@lsadvisors.com,,List import
9547545,,Stephen Welch,,,swelch@massmutual.com,,List import
10777663,Inactive Investor,Stephanie Waldrop,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,stephanie.waldrop@morganstanley.com,,Salesforce
10924408,Inactive Investor,Kimberly Ellis,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",kimberly.ellis@raymondjames.com,,Salesforce
10966334,Inactive Investor,Mark Richmond,Financial Advisor,"Osaic Wealth, Inc. Dayton OH 4031 Colonel Glenn Hwy",,,Salesforce
10915881,Inactive Investor,Mary Bonfini,Member;Partner,"Steven G. Blum and Associates, LLC",marybonfini@stevengblum.com,,Salesforce
10806382,Inactive Investor,James Lapera,Financial Advisor,"Forum Financial Management, LP",jlapera@forumfinancial.com,,Salesforce
9611336,,Ralph Bos,,,ralphbos85@gmail.com,,List import
11040319,Inactive Investor,Trevor Dietrich,,LPL Financial LLC Denver CO 1333 W 120th Ave,trevor.dietrich@lpl.com,,Salesforce
9556057,,Maria Gregory,,,mariamg76@yahoo.com,,List import
11054334,Inactive Investor,Maria Zinter,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",,,Salesforce
11020330,Inactive Investor,Cristal Barrera,,J.P. Morgan Securities LLC Mission TX 207 S Shary Rd,cristal.barrera@jpmorgan.com,,Salesforce
342767,,Zachary Flynn,Managing Director,"Penwood Real Estate Investment Management, Llc",zachary.flynn@penwoodre.com,860-218-6536,Manual List Upload
10958822,Inactive Investor,Tucker Hanson,Financial Advisor,"Ameriprise Financial Services, LLC East Amherst NY 8770 Transit Rd",tucker.hanson@ampf.com,,Salesforce
350767,,Deb Minnick,Managing Director,Cwa Asset Management Group,dminnick@cwafgi.com,239-434-7434,Manual List Upload
11234599,Inactive Investor,Kevin Whelan,Chief Executive Officer;Portfolio Manager;President;Principal,Opus Capital Management,kwhelan@opusinc.com,,Salesforce
10977966,Inactive Investor,Rick Avelar,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
10897641,Inactive Investor,Udeme Udofia,Senior Team Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10889325,Inactive Investor,Kyung Choi,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11181164,Inactive Investor,Amber Luczak,Financial Advisor,Edward Jones Fox River Grove IL 1011 IL Rte 22,amber.luczak@edwardjones.com,,Salesforce
11141190,Inactive Investor,Leighann Miko,Chief Compliance Officer;Financial Advisor;Founder;Member,Equalis Financial,lmiko@equalisfinancial.com,,Salesforce
10827380,Inactive Investor,Delmar McKinney,,"Concorde Investment Services, LLC Taylor TX 700 N Main St",,,Salesforce
10768924,Inactive Investor,Stephen Haugabrook,,PFS Investments Inc. Virginia Beach VA 6052 Providence Rd,stephen.haugabrook@primerica.com,,Salesforce
10771965,Inactive Investor,Travis Lee,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 101 Court St,travis.lee@jpmorgan.com,,Salesforce
10479895,,Patrick Kinas,,,pskinas@gmail.com,,Web Form Fillout
11123106,Inactive Investor,Felipe Soto Ramos,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",felipe.soto@truist.com,,Salesforce
11010313,Inactive Investor,Joshua Crowell,,Thrivent Investment Management Inc. Knoxville TN 4315 Kingston Pike,,,Salesforce
11015602,Inactive Investor,Austin Sherman,,"Pruco Securities, LLC. Las Vegas NV 3690 Howard Hughes Pkwy",austin.sherman@prudential.com,,Salesforce
10797493,Inactive Investor,Joseph Vaughan,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pinehurst NC 7 Villiage Club Ct",bailey.vaughan@stifel.com,,Salesforce
9641670,,Mark Fischer,,,mark.fischer@pnc.com,,List import
9616035,,BIGNOUMBA Marietta,,,bignoumbamarietta@yahoo.fr,,List import
9618168,,Thomas Ellis,,,tellis@northruncapital.com,,List import
10830846,Inactive Investor,Michael Lewis,,"Cambridge Investment Research, Inc. Sacramento CA 2180 Harvard St",,,Salesforce
10964925,Inactive Investor,William Blakely,,William Blair Beverly Hills CA 9701 Wilshire Blvd,wblakely@williamblair.com,,Salesforce
11229140,Inactive Investor,Carolyn Sanchez,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11026408,Inactive Investor,Marc Damiano,,"Rock Den Advisors, LLC",marc@rockdenadvisors.com,,Salesforce
11037127,Inactive Investor,Hui Fen Chang,,J.P. Morgan Securities LLC Irvine CA 5392 Walnut Ave,hui-fen.chang@jpmorgan.com,,Salesforce
10866613,Inactive Investor,Steven Yerkes,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",steve.yerkes@nm.com,,Salesforce
11129566,Inactive Investor,John Hardiman,Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,,,Salesforce
10878962,Inactive Investor,Minaz Kassam,,"U.S. Bancorp Investments, Inc. Rancho Sante Fe CA 16083 San Dieguito Rd",minaz.kassam@usbank.com,,Salesforce
337998,,Janis Weir,"Vice President, Valuation, Fund Performance",Axium Infrastructure Us Inc.,jweir@axiuminfra.com,646-449-9058,Manual List Upload
11057373,Inactive Investor,Sean O'Riordan,,"Kestra Investment Services, LLC Columbus OH 3 Easton Oval",,,Salesforce
10891009,Inactive Investor,Gregory Beaulieu,Financial Advisor,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
10758578,Inactive Investor,Sally McMahon,Investment Analyst;Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",sally_mcmahon@ml.com,,Salesforce
11149531,Inactive Investor,Joseph Himelick,,Cetera Advisor Networks LLC Austin TX 7200 N Mo Pac Expy,,,Salesforce
11137349,Inactive Investor,Charles Sewell,,"Osaic Wealth, Inc. Baxter TN Private Residence",,,Salesforce
10914669,Inactive Investor,Thomas Nate,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Elkhart IN 200 Nibco Pkwy",,,Salesforce
11163619,Inactive Investor,Joanne Woiteshek,Financial Advisor;Managing Partner,Interactive Financial Advisors Chicago IL 625 N Michigan Ave,jwoiteshek@swcares.com,,Salesforce
372987,,David Hissey,,[Unknown],davidjohnh@gmail.com,,source
368244,,Walter Renter,President,,renterdennis@yahoo.com,9494221606,Webinar
10801401,Inactive Investor,Andrew Prevost,,"Kestra Investment Services, LLC Bethesda MD 6500 Rock Spring Dr",aprevost@nfp.com,,Salesforce
10853662,Inactive Investor,Andrew Kolowich,,LPL Financial LLC Fort Lauderdale FL 1995 E Oakland Park Blvd,andrew.kolowich@lpl.com,,Salesforce
11049043,Inactive Investor,Eugenia Grimmer,,"First Citizens Investor Services, Inc.",gina.grimmer@firstcitizens.com,,Salesforce
248932,,Silvia Jimenez,CIO,MVCR,sjimenez@mvalores.fi.cr,,Manual List Upload
10870230,Inactive Investor,Jeffrey Eischen,Chief Compliance Officer;Founder;Founding Principal;Principal,Pace Financial Advisors,jeff@pace-fa.com,,Salesforce
353287,,Neal Rubin,,Special Opportunities Fund Ltd.,neal.rubin@cnr.com,,3rd Party Lead Gen
11203939,Inactive Investor,Shameiran Nanou,,J.P. Morgan Securities LLC Turlock CA 2951 Countryside Dr,shameiran.a.nanou@chase.com,,Salesforce
11162916,Inactive Investor,Zachary Nedell,,Aegis Capital Corp.,,,Salesforce
9641118,,Rafael Harris,,,rafaelharris@gmail.com,,List import
11041076,Inactive Investor,Brett Mccormick,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
10965233,Inactive Investor,Randall Crawford,,Goldman Sachs & Co.,,,Salesforce
11035385,Inactive Investor,Nicholas Keen,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
9587417,,Dale Cathcart,Investment Advisor,Fisher Investments,ac_license@fi.com,,List import
174711,,Erik Serrano Berntsen,CEO,[Unknown],esb@stableam.com, +44 (0)20 7016 3163,Database Upload
11061204,Inactive Investor,Natasha Allen,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9576146,,Brad L. Larsen,,,brad.larsen@nfp.com,,List import
10831579,Inactive Investor,Robert Kays,,"SCF Securities, Inc. West Linn OR 31031 SW River Lane Rd",,,Salesforce
11045737,Inactive Investor,Kevin Foreman,Financial Advisor,LPL Financial LLC San Antonio TX 11550 W Interstate 10,kevin.foreman@lpl.com,,Salesforce
11152231,Inactive Investor,Elizabeth Laboone,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",elizabeth_a_laboone@ml.com,,Salesforce
11212361,Inactive Investor,Bryan Pistokache,,"First Command Brokerage Services, Inc.",bpistokache@firstcommand.com,,Salesforce
11178457,Inactive Investor,Jerry Bailey,,"J. D. Seibert & Company, Inc.",,,Salesforce
11090112,Inactive Investor,Alex Brost,,"Empower Financial Services, Inc Madison WI 5325 Wall St",alex.brost@empower.com,,Salesforce
9571944,,Josh -,,,joshlevy8@yahoo.com,,List import
9622812,,kate bower,,,kateangelfire@hotmail.com,,List import
10538290,,William Spacer,,,65billh@gmail.com,,Web Form Fillout
10818296,Inactive Investor,Jacqueline Rudenis,Senior Manager,"Raymond James & Associates, Inc.",jacqueline.rudenis@raymondjames.com,,Salesforce
9575835,,Scott Davila,,,sdavila@the-cmc.com,,List import
11197070,Inactive Investor,James Kline,,Citigroup Global Markets Inc.,,,Salesforce
346157,,Mark Cipolla,,United States,mark.cipolla@icloud.com,,source
10871760,Inactive Investor,Michael Mattison,Comprehensive Wealth Manager,"PlanVest Financial, Inc.",michael.mattison@planvestfinancial.com,,Salesforce
10930333,Inactive Investor,Karen Epps,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
9563690,,Morgan Bromstad,,,mbromstad@usqic.com,,List import
11255079,Inactive Investor,Perrin Berry,Relationship Manager,"Apollon Wealth Management, LLC",perrin.berry@apollonwealth.com,,Salesforce
9572124,,James Szykowny,,,jim.szykowny@voya.com,,List import
9629443,,Mario Moses,,,marmoses4@gmail.com,,List import
10780297,Inactive Investor,Douglas Fish,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",douglas_fish@ml.com,,Salesforce
9582481,,Gregory Sanfacon,,,gregory.sanfacon@valic.com,,List import
10895814,Inactive Investor,Matt Bowman,,"Avantax Investment Services, Inc.",,,Salesforce
352207,,Jana Thompson,Client Experience Manager,Avantra Family Wealth Llc,jana_thompson@avantrafamilywealth.com,717-276-1501,Manual List Upload
9544636,,Tony Johnson,,,anthony.johnson@accenture.com,,List import
11080464,Inactive Investor,Albert Wheeler,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,hwheeler@janney.com,,Salesforce
10983723,Inactive Investor,Jesse Geary,Chief Compliance Officer;Principal,Geddi Capital LLC,,,Salesforce
10773214,Inactive Investor,Edward Koznarek,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Hinsdale IL 40 E Hinsdale Ave",ed.koznarek@nm.com,,Salesforce
63284,,Dennis Chenette,Financial Advisor,"MML Investors Services, LLC",dchenette@massmutual.com,603-471-4315,
10773567,Inactive Investor,Patricia Mateen,,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",patricia.mateen@rbc.com,,Salesforce
11071028,Inactive Investor,Gary Miller,Financial Advisor,LPL Financial LLC Westwood NJ 1 Dewolf Rd,g.miller@lpl.com,,Salesforce
10968290,Inactive Investor,Patrick Penuel,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,patrick_penuel@vanguard.com,,Salesforce
11141953,Inactive Investor,Caroline Larsen,Investment Consultant,"Charles Schwab & Co., Inc. Jacksonville FL 4853 Town Center Pkwy",caroline.larsen@schwab.com,,Salesforce
10828424,Inactive Investor,Kenneth Allen,,"Osaic Wealth, Inc. Peabody MA 3 Centennial Dr",,,Salesforce
11050267,Inactive Investor,Antony Desorbo,Partner,"Solid Point Wealth Advisors, LLC",,,Salesforce
10611903,,Karl Mergenthaler,Financial Advisor,,karl.mergenthaler@morganstanley.com,,List Import
9619353,,Erik Miller,,,emiller@canyonpartners.com,,List import
10968165,Inactive Investor,David Shnitzer,,Lincoln Investment Auburndale MA 275 Grove St,dshnitzer@lincolninvestment.com,,Salesforce
11073172,Inactive Investor,Albert Williams,Managing Director;Partner,Johnson Financial Group LLC,,,Salesforce
9627894,,Tim Newman,,,timo555@gmail.com,,List import
11182350,Inactive Investor,Angela Hall,Senior Financial Advisor,"Note Advisors, LLC Hamburg NY 38 Lake St",angela@noteadvisor.com,,Salesforce
10883249,Inactive Investor,Matthew Palumbo,Chief Compliance Officer;Managing Member;Wealth Advisor,Esoteric Wealth Partners LLC,matthew@esotericwealth.com,,Salesforce
6989,,Nicolas van de Put,,[[Unknown]],nicovdp@gmail.com,,Initial Salesforce Import
10961077,Inactive Investor,Kyle Brady-Lusk,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
6818023,,Cathy W Arroyo Gary,,,faxogo2666@ngopy.com,,Web Form Fillout
11107258,Inactive Investor,Mark Nall,,"Equitable Advisors, LLC Birmingham AL 22 Inverness Center Pkwy",mark.nall@equitable.com,,Salesforce
9541773,,SY KWON,,,nomadkwon@gmail.com,,List import
11122285,Inactive Investor,Timothy Mitchell,,"Raymond James & Associates, Inc.",timothy.mitchell@raymondjames.com,,Salesforce
10977487,Inactive Investor,Alejandro Regalado Cruz,,J.P. Morgan Securities LLC Franklin Park NJ 3333 State Rte 27,alejandro.cruz@chase.com,,Salesforce
10836756,Inactive Investor,David Paske,,"Saxony Securities, Inc. Elmhurst IL 201 N Oak St",dpaske@saxonysecurities.com,,Salesforce
11178184,Inactive Investor,Glen Smith,,"Wells Fargo Clearing Services, LLC Littleton CO 4165 E Wildcat Reserve Pkwy",,,Salesforce
226689,, -,,[[Unknown]],ianhutton@msn.com,,Initial Salesforce Import
9575578,,Emmett Gerwitz,,,emmettgerwitz@gmail.com,,List import
9599404,,Junya Nakajima,,,jun.nakajima@deepcore.jp,,List import
1004631,Inactive Investor,Barclay Nihill,,Barclay Nihill,ebnihill@gmail.com,,
10787998,Inactive Investor,William Avril,Financial Advisor;Financial Professional,"MML Investors Services, LLC Norton MA 133 W Main St",wavril@financialguide.com,,Salesforce
10839156,Inactive Investor,Mark Brinser,Chief Compliance Officer;Financial Advisor;Member,"Stewardship Advisors, LLC",mbrinser@mystewardshipadvisor.com,,Salesforce
11017009,Inactive Investor,Patrick Depinto,,LPL Financial LLC Greensboro NC 1010 N Elm St,patrick.depinto@lpl.com,,Salesforce
7632397,,Ingrid Backa,,,i.backa@convei.co,,Web Form Fillout
11158898,Inactive Investor,Gary Dannar,Chief Compliance Officer;Founder;Managing Member;Principal,Tubreauxs Wealth & Legacy Solutions,gdannar@tubreauxs.com,,Salesforce
9569375,,Paul Ouellet,,,paul.ouelletjr@fmr.com,,List import
10695671,,sutri sukilah,,,sutrianti659@gmail.coml,,Web Form Fillout
10815362,Inactive Investor,Nora Yousif,Financial Advisor - Consulting Group;Senior Vice President;Vice President,"RBC Capital Markets, LLC South Easton MA 5 Bristol Dr",nora.yousif@rbc.com,,Salesforce
10902588,Inactive Investor,Agustin De Estrada,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
11260897,Inactive Investor,David Bernadin,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,,,Salesforce
9584472,,Kyle Black,,,kyle.black@fmr.com,,List import
10966076,Inactive Investor,Chris Liebum,Financial Advisor,"Strategic Financial Concepts, LLC Katy TX 22136 Westheimer Pkwy",cliebum@sfcria.com,,Salesforce
10981639,Inactive Investor,Nicolas Gleize,,Goldman Sachs & Co.,,,Salesforce
10807698,Inactive Investor,Leah Laurent,Financial Advisor,Edward Jones Pittsburgh PA 153 Thousand Oaks Dr,leah.laurent@edwardjones.com,,Salesforce
10848926,Inactive Investor,Max Winthrop,Chief Executive Officer;Chief Operating Officer;Elected Manager;Regulatory Contact,Winthrop Wealth,max.winthrop@winthropwealth.com,,Salesforce
11231099,Inactive Investor,William Peterson,,LPL Financial LLC Hopkins MN 11000 Wayzata Blvd,william.peterson@lpl.com,,Salesforce
9586894,,Marc Sternberg,,,msternberg@loancore.com,,List import
9573557,,Shaun Rodriguez,,,shaun@casdincapital.com,,List import
10770488,Inactive Investor,Eric Miller,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,eric.b.miller@ubs.com,,Salesforce
11033977,Inactive Investor,Mac Kowaleski,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,mdkowaleski@ft.newyorklife.com,,Salesforce
10894799,Inactive Investor,Joshua Reyes,,Citigroup Global Markets Inc.,,,Salesforce
10919819,Inactive Investor,Jarrod Landry,,State Farm VP Management Corp.,jarrod.landry.pnqj@statefarm.com,,Salesforce
10941166,Inactive Investor,Kristopher Linstead,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9553965,,Lucas Busso,,,lucasbusso@hotmail.com.ar,,List import
10923880,Inactive Investor,Steven Aloia,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
350807,,Douglas White,"Shareholder, Managing Director, Washington Dc Region",Glass Jacobson Financial Group,doug.white@glassjacobson.com,410-356-1000,Manual List Upload
11140576,Inactive Investor,Alan Gregory,Vice President - Wealth Management,UBS Financial Services Inc. Mount Pleasant SC 941 Houston Northcutt Blvd,greg.hollingsworth@ubs.com,,Salesforce
10828094,Inactive Investor,Shirley Onyegbado,Client Service Representative;Senior Registered Associate,Morgan Stanley Columbia MD 6230 Old Dobbin Ln,shirley.onyegbado@morganstanley.com,,Salesforce
10955972,Inactive Investor,Keenan Surles,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,keenan.surles@fmr.com,,Salesforce
9591725,,Chunhawat Chiravichitchai,,,chunhawat04@gmail.com,,List import
11238277,Inactive Investor,Cameron Heaney,,"Hilton Capital Management, LLC",heaneyc@hiltoncm.com,,Salesforce
10755042,Inactive Investor,Mary Bell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",mary.k.bell@ml.com,,Salesforce
11261296,Inactive Investor,Owen Allen,Financial Advisor,McAdam LLC Boston MA 101 Federal St,owen.allen@mcadamfa.com,,Salesforce
218063,,Harry Mann,,[Unknown],hpmannjr@gmail.com,,
11129732,Inactive Investor,Ronald Caruso,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 5855 Sandy Springs Cir Ne",ronald.k.caruso@ampf.com,,Salesforce
10795328,Inactive Investor,Lara Finebloom,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",lara.finebloom@ml.com,,Salesforce
10932231,Inactive Investor,Jennifer Valdes,Chief Compliance Officer;Financial Planner,Financial Designs Wealth Management,jennifer@fdwealth.net,,Salesforce
9549555,,Kevin Boutwell,,,kevin.boutwell@veracitycapital.com,,List import
11175345,Inactive Investor,Ryan Hayes,Financial Advisor,"Ameriprise Financial Services, LLC Evansville IN 7517 Eagle Crest Blvd",ryan.hayes@ampf.com,,Salesforce
9587866,,Suzanne Joseph,,,suzannesja@cs.com,,List import
10866262,Inactive Investor,Maihan Shultz,Relationship Management Director,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",mai-han.shultz@lfg.com,,Salesforce
10861473,Inactive Investor,James Schroeder,Chief Compliance Officer;Managing Member;Portfolio Manager;President,"Covered Edge Asset Management, LLC",,,Salesforce
11123180,Inactive Investor,Caleb Loop,,J.P. Morgan Securities LLC Magnolia TX 38987 Buckeye Trl,,,Salesforce
9561496,,Joseph Caterina,,,jcaterina@lincolninvestment.com,,List import
246094,,Not Provided,NY representative,Banque de France,jean-baptiste.parmentier@banque-france.fr,,Manual List Upload
9583243,,Marianne Tidwell,,,marianne.tidwell@fmr.com,,List import
11041066,Inactive Investor,Collin Blaser,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",collin.blaser@schwab.com,,Salesforce
10790435,Inactive Investor,Melissa Cantoral,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",melissa.cantoral@ml.com,,Salesforce
10779837,Inactive Investor,William Vogelpohl,,Hilltop Securities Inc. Denver CO 8055 E Tufts Ave,bill.vogelpohl@hilltopsecurities.com,,Salesforce
11208069,Inactive Investor,Michael Allan,Financial Planner,"Thoroughbred Financial Services, LLC Jackson TN 7 Security Dr",mallan@thoroughbredfinancial.com,,Salesforce
10978723,Inactive Investor,Andrew Sternberg,Analyst,Vivaldi Capital Management LP,asternberg@vivaldicap.com,,Salesforce
9596920,,Reynold Ronquillo,,,ernestoronquillo682@gmail.com,,List import
11134529,Inactive Investor,Collette Mitchell,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Minneapolis MN 8000 Norman Center Dr",collette.mitchell@tiaa.org,,Salesforce
11102506,Inactive Investor,Michael Rose,Wealth Manager,LPL Financial LLC Albuquerque NM 4233 Montgomery Blvd NE,michael.r.rose@lpl.com,,Salesforce
10829886,Inactive Investor,George Harbour,,"Capitol Securities Management, Inc. Forest VA Private Residence",gharbour@capitolsecurities.com,,Salesforce
120166,,Daniel Torres,,Trader's Commission  Management  LLC,72jrtorres@gmail.com,(210) 685-9163,
10849191,Inactive Investor,Bruce D'Aigle,Senior Vice President - Investments,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",bruce.daigle@raymondjames.com,,Salesforce
10975951,Inactive Investor,Arlett Saucedo,,J.P. Morgan Securities LLC New York NY 277 Park Ave,arlett.saucedo@jpmorgan.com,,Salesforce
11126087,Inactive Investor,William Dent,,"Prudential Annuities Distributors, Inc",william.dent@prudential.com,,Salesforce
10760214,Inactive Investor,James Rosby,Financial Advisor,Edward Jones Ashland OH 141 Claremont Ave,jim.rosby@edwardjones.com,,Salesforce
10816938,Inactive Investor,George Salguero,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,george.salguero@ms.com,,Salesforce
10836022,Inactive Investor,Christopher Masek,Financial Advisor,Edward Jones Wheaton IL 340 W Front St,chris.masek@edwardjones.com,,Salesforce
10783055,Inactive Investor,John Donaldson,,NYLIFE Securities LLC North Myrtle Beach SC Private Residence,jmdonaldson@ft.newyorklife.com,,Salesforce
10865404,Inactive Investor,Scott Cadieux,Chief Compliance Officer;Founder;Member;Principal,Echelon Private Wealth LLC,scott.cadieux@echelonpw.com,,Salesforce
206279,,Richard Carter,,[Unknown],richard.carter@fmr.com,,Content
10904364,Inactive Investor,Jemal Le Grand,Financial Advisor,Edward Jones Miami FL 5251 SW 64th Ave,jemal.legrand@edwardjones.com,,Salesforce
11084148,Inactive Investor,Tony Chang,Advisor;Vice President,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,tchang@rockco.com,,Salesforce
10875342,Inactive Investor,Chohee Chong,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",chohee.chong@ml.com,,Salesforce
10979629,Inactive Investor,Patrick Agnew,,"Raymond James & Associates, Inc.",patrick.agnew@raymondjames.com,,Salesforce
10955395,Inactive Investor,David Thackeray,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.thackeray@fmr.com,,Salesforce
200925,,Lyle Kraft,Financial Services Representative,"Principal Securities, Inc.",kraft.lyle@principal.com,,
4816836,,Joe Cotter,,,paulh9693@gmail.com,,Web Form Fillout
11207563,Inactive Investor,Kyle Jackson,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley Saint Louis MO 701 Market St,kyle.jackson@morganstanley.com,,Salesforce
10846161,Inactive Investor,Alan Eichner,Chief Compliance Officer;Managing Member;Managing Principal,"Eichner Investment Planning, LLC",,,Salesforce
348996,,Elizabeth Anderson,Managing Director,"Beekman Wealth Advisory, Llc",anderson@beekmanwealth.com,212-365-7400,Manual List Upload
10858264,Inactive Investor,Rachel Rudd,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",rachel.rudd2@ml.com,,Salesforce
10755392,Inactive Investor,Jonathan Metcalfe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",jonathan_metcalfe@ml.com,,Salesforce
11068906,Inactive Investor,Jacob Fitzjarrell,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Wichita KS 6321 E Central Ave",,,Salesforce
10989161,Inactive Investor,Aaron Boggan,,"Raymond James & Associates, Inc.",,,Salesforce
9636254,,Lorna Sabbia,,,lorna_sabbia@ml.com,,List import
11026673,Inactive Investor,Michael Zoskey,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,,,Salesforce
4250120,,Mrs Ghena,,,zelmagreen@putrajayabaya.skom.id,,Web Form Fillout
9611703,,Jane Zucker,br mgr,INDEPENDENT FINANCIAL PLANNING,jane@janezucker.com,,List import
10898955,Inactive Investor,Jesse Burns,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,jesse.burns@fmr.com,,Salesforce
11159749,Inactive Investor,Joyclen Prevost,National Sales Director,PFS Investments Inc. Gretna LA 2550 Belle Chasse Hwy,joyclen.prevost@primerica.com,,Salesforce
9466682,,Dan Robichaud,,Fiducie Daniel Robichaud,hello@danrobichaud.com,,Organic Search
11079825,Inactive Investor,Adam Gonsoulin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9573288,,Juan Sosa,,,jpsaad00@gmail.com,,List import
10800258,Inactive Investor,Michelle Carducci,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Chandler AZ 9538 E Riggs Rd,michelle.carducci@jpmorgan.com,,Salesforce
11093225,Inactive Investor,Frank Moschella,,"Wells Fargo Clearing Services, LLC Philadelphia PA 1400 E Passyunk Ave",frank.moschella@wellsfargo.com,,Salesforce
11174063,Inactive Investor,Kathleen North,Financial Advisor,Thrivent Investment Management Inc. Gig Harbor WA 5790 Soundview Dr,kathleen.north@thrivent.com,,Salesforce
11205841,Inactive Investor,Paul Peck,,"Wells Fargo Advisors Financial Network, LLC Annapolis MD 1997 Annapolis Exchange Pkwy",ppeck@wfafinet.com,,Salesforce
202271,,? ?,,[[Unknown]],hli98176@gmail.com,,
10873150,Inactive Investor,Brenda Bolander,Executive Vice President,Retirement Investment Advisors Inc,brenda@theretirementpath.com,,Salesforce
11170683,Inactive Investor,Junie Zou,,The Huntington Investment Company Traverse City MI 1227 E Front St,junie.zou@huntington.com,,Salesforce
11124964,Inactive Investor,Todd Perry,Financial Advisor,"Wells Fargo Clearing Services, LLC Lemoyne PA 3 Lemoyne Dr",todd.perry@wellsfargoadvisors.com,,Salesforce
10951730,Inactive Investor,Nikou Moshtaridoust,,J.P. Morgan Securities LLC Foothill Ranch CA 26791 Portola Pkwy,nikou.moshtaridoust@chase.com,,Salesforce
11202597,Inactive Investor,Todd Ehret,Investment Advisor Representative,"Royal Fund Management, LLC Austin MN 1403 15th Ave NW",todd@royalfundmanagement.com,,Salesforce
9605181,,Marilyn Millington,,,mmillington@berkshireasset.com,,List import
5800,, -,,[[Unknown]],jwcsavedbygrace@att.net,,Initial Salesforce Import
104456,,Gabriele Morace,,Spain,gabrielemorace2000@gmail.com,,
9553974,,Daniel Fernandes,,,daniel.oliveira.fernandes@gmail.com,,List import
11202940,Inactive Investor,Wayne Humphries,Vice President,"Bayview Investment Counsel, Inc",,,Salesforce
9627447,,Lokman Ibrahim,,,lokmanibrahim46@gmail.com,,List import
10917439,Inactive Investor,Andrew Rodgers,,"Dempsey Lord Smith, LLC",andrew.rodgers@dempseyi.com,,Salesforce
9625041,,richard wallis,,,rwallis454@yahoo.com,,List import
11050690,Inactive Investor,Mari Kawawa,Trustee,TinderWealth,,,Salesforce
11037756,Inactive Investor,Juan Perez Hanley,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11255261,Inactive Investor,Ukamaka Onyekelu-Eze,Financial Associate,Atwood Financial Planning LLC Los Angeles CA Private Residence,,,Salesforce
11091923,Inactive Investor,Matthew Gorrick,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 6600 S Mo Pac Expy,matthew.gorrick@jpmorgan.com,,Salesforce
11187016,Inactive Investor,Janis Hernandez,,LPL Financial LLC Fort Worth TX 3112 W 4th St,janis.hernandez@lpl.com,,Salesforce
11099922,Inactive Investor,David Osborn,Chief Compliance Officer;President;Senior Advisor,Osborn Wealth Management,drummond@osbornwealthmanagement.com,,Salesforce
11131046,Inactive Investor,Travis Boothe,,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",travis.boothe@nm.com,,Salesforce
11170818,Inactive Investor,Ryan Scheufele,,"Northwestern Mutual Investment Services, LLC Ellicott City MD 6011 University Blvd",ryan.a.scheufele@nm.com,,Salesforce
10958037,Inactive Investor,Raider Keenan,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,raider.keenan@jpmorgan.com,,Salesforce
9553200,,Wai Chan,,,wmchan@ft.newyorklife.com,,List import
9629190,,Tayo Ogunrinade,,,tayo62@hotmail.com,,List import
10778063,Inactive Investor,Brian Maddox,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",brian.maddox@stifel.com,,Salesforce
11060717,Inactive Investor,Nikolas Bogan,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,nbogan@ft.newyorklife.com,,Salesforce
10989385,Inactive Investor,Laura Finnelly,District Leader;Senior Representative,PFS Investments Inc. Las Vegas NV 5955 S Edmond St,lfinnelly@primerica.com,,Salesforce
10789963,Inactive Investor,Michael Sheehan,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",michael_t_sheehan@ml.com,,Salesforce
10786575,Inactive Investor,Richard Peters,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11067783,Inactive Investor,Brenda McLean,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brenda.mclean@fidelity.com,,Salesforce
22756,,Mellody Hobson Lucas,"Co-CEO, President And Director","Ariel Investments, Llc",mhobson@arielinvestments.com,1-312-726-0140,Manual List Upload
10574284,,maksat Tulegenov,,,trul23965@gmail.com,,Web Form Fillout
11027909,Inactive Investor,Youngrak Choi,,J.P. Morgan Securities LLC New York NY 633 3rd Ave,youngrak.choi@jpmorgan.com,,Salesforce
10960219,Inactive Investor,William Hansen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11073625,Inactive Investor,Martha Takacs,Assistant Vice President;Director - Business Development,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,martha.takacs@morganstanley.com,,Salesforce
10852503,Inactive Investor,Tatum Schuler,Financial Consultant;Vice President,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,tatum.schuler@schwab.com,,Salesforce
11040884,Inactive Investor,Madison Caswell,Associate Wealth Manager,"Meld Financial, Inc.",madison@meldfinancial.com,,Salesforce
10990969,Inactive Investor,Daniel Perry,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",,,Salesforce
11230029,Inactive Investor,Kami Abadi,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,kabadi@ft.newyorklife.com,,Salesforce
336650,,Jon Roberts,Director,"Carl Marks Management Company, Llc",jroberts@carlmarks.com,212-909-8400,Manual List Upload
10840647,Inactive Investor,Michael Stagliano,Financial Advisor,"Wells Fargo Clearing Services, LLC Riverton NJ 163 Rte 130 S",michael.stagliano@wellsfargo.com,,Salesforce
9598678,,Stephanie Tobkin,,,stobkin@carsoninstitutional.com,,List import
11238020,Inactive Investor,Patrick Keenan,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",pkeenan@performancetrust.com,,Salesforce
10994265,Inactive Investor,Colton Voracek,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11260069,Inactive Investor,Grace Platt,Analyst;Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,grace.platt@jpmorgan.com,,Salesforce
9576469,,Robinson subadi -,,,catchmans55@gmail.com,,List import
10885854,Inactive Investor,Andrew Harris,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,andrew.harris@fmr.com,,Salesforce
11048040,Inactive Investor,Rhett King,Financial Advisor,"Pruco Securities, LLC. Brockport NY Private Residence",rhett.king@prudential.com,,Salesforce
9577603,,tom jack,,,ripadi9178@xegge.com,,List import
165454,,Tuna Toksoz,,[Unknown],tehlike@gmail.com,,
11210083,Inactive Investor,David Jaderlund,,B. Riley Wealth Management Santa Fe NM 222 E Marcy St,,,Salesforce
11106295,Inactive Investor,Ruby Bohra,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anaheim CA 8132 E Santa Ana Canyon Rd",ruby.bohra@ml.com,,Salesforce
11069584,Inactive Investor,Alejandra Pelagio Rios,,"Wells Fargo Clearing Services, LLC Sacramento CA 8377 Elk Grove Florin Rd",,,Salesforce
11254311,Inactive Investor,Daniel Fraser,,Commonwealth Financial Network Bedford NH 3 Executive Park Dr,,,Salesforce
11031542,Inactive Investor,Candice Lira,,"American Portfolios Financial Services, Inc. Floral Park NY 99 Tulip Ave",clira@americanportfolios.com,,Salesforce
11260169,Inactive Investor,Russell Skibicki,Consultant,"Raymond James & Associates, Inc.",russell.skibicki@raymondjames.com,,Salesforce
11158567,Inactive Investor,Saverio Paglioni,Partner;Vice President;Wealth Advisor,"JFS Wealth Advisors, LLC Cartersville GA 25 Liberty Dr",spaglioni@jfswa.com,,Salesforce
10926661,Inactive Investor,Jennifer Kellett,,"Truist Investment Services, Inc. Manassas VA 9200 Church St",jennifer.kellett@truist.com,,Salesforce
11109191,Inactive Investor,Maria Susana Enriquez,,PFS Investments Inc. Spearfish SD 540 Heritage Dr,susana.enriquez@primerica.com,,Salesforce
351144,,Candace Howell,Benefit Analyst,"Multnomah Group, Inc.",candace.howell@multnomahgroup.com,503-772-0159,Manual List Upload
11151510,Inactive Investor,Paul Duffy,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9624672,,Arthur Britto,,,ahbritto@redstem.com,,List import
11168929,Inactive Investor,Donald Barash,,"Osaic Wealth, Inc. Greenbrae CA 333 Crown Rd",,,Salesforce
1723739,,Uttamsingh Uttamsingh,,[Unknown],uttamsingh@2212.com,,
9638606,,Fausto Zimmermann,,,fausto@fusesc.com.br,,List import
10896166,Inactive Investor,Benjamin Abraham,,AW Securities Indianapolis IN 250 E 96th St,,,Salesforce
9630227,,Hyunwook Jung,,,james@besuccess.com,,List import
11128801,Inactive Investor,Russell Bergman,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,rbergman@primerica.com,,Salesforce
10757708,Inactive Investor,Joseph Simpson,Executive Vice President,Stephens,jsimpson@stephens.com,,Salesforce
10617581,,Susan Orr,,,susan.orr@wellsfargoadvisors.com,,List Import
9544738,,Carmela Bombay,,,carmela.bombay@transamerica.com,,List import
11153866,Inactive Investor,Antolin Garza,Executive Director;Investment Specialist,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,antolin.garza@jpmorgan.com,,Salesforce
11120057,Inactive Investor,Kevin Monaco,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kevin.monaco@jpmorgan.com,,Salesforce
229128,, -,,[[Unknown]],joemarz@yahoo.com,,
11181320,Inactive Investor,Kathleen Nissley,,LPL Financial LLC Carlisle PA 1166 Walnut Bottom Rd,kathleen.nissley@lpl.com,,Salesforce
11142779,Inactive Investor,Adam Bielemeier,Complex Risk Officer;Vice President,Morgan Stanley Doylestown PA 4259 W Swamp Rd,adam.bielemeier@morganstanley.com,,Salesforce
11185839,Inactive Investor,Kristy Koehler,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11027845,Inactive Investor,George Halderman,,LPL Financial LLC San Diego CA 4707 Executive Dr,george.halderman@lpl.com,,Salesforce
11218531,,John O'Connor,,,john.oconnor@ubs.com,,List Import
206480,,Hugo Ferreira,,GuGui,hugo.ba.ferreira@gmail.com,(351) 919-0069,newsletter
11198923,Inactive Investor,Quantavreus Cotton,,J.P. Morgan Securities LLC Newnan GA 1175 Hwy 34 E,quantavreus.cotton@chase.com,,Salesforce
221880,,Paul Kienbaum,Treasurer CEO Co-CCO CFO,"Alliant Securities, Inc. Turner, Nord, Kienbaum",paul@alliantsecurities.com,509-747-9144,Manual List Upload
10947765,Inactive Investor,Kru Flint,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11021482,Inactive Investor,Maltee Mcmahon,,J.P. Morgan Securities LLC Flower Mound TX 2211 Cross Timbers Rd,maltee.mcmahon@jpmorgan.com,,Salesforce
11079345,Inactive Investor,Mario Black,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
9622620,,John Workman,,,jworkman@pathstone.com,,List import
11001887,Inactive Investor,Erica Moore,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",erica.moore@prudential.com,,Salesforce
11085959,Inactive Investor,Erick Nevarez,,Cetera Advisor Networks LLC El Paso TX 701 Post Oak Ct,,,Salesforce
11157857,Inactive Investor,Patricia Smith,,Morgan Stanley San Diego CA 101 W Broadway,patricia.m.smith@morganstanley.com,,Salesforce
345923,,David Mullen,"EVP, Board Member",Colliers Securities Llc,dmullen@doughertymarkets.com,612-376-4000,Manual List Upload
10852511,Inactive Investor,Mark Littlewood,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,mark.littlewood@fidelity.com,,Salesforce
10930292,Inactive Investor,Laura Phillips,,LPL Financial LLC North Palm Beach FL 2000 PGA Blvd,laura.phillips@lpl.com,,Salesforce
10979844,Inactive Investor,Andrew Rothstein,,"CNR Securities, LLC",andrew.rothstein@cnr.com,,Salesforce
10883320,Inactive Investor,John Klaessig,,"Wells Fargo Clearing Services, LLC Wynnewood PA 50 E Wynnewood Rd",,,Salesforce
10990604,Inactive Investor,Madison Brown,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10928938,Inactive Investor,Robert Leavitt,Financial Advisor,Edward Jones Kokomo IN 931 S Washington St,robert.leavitt@edwardjones.com,,Salesforce
333282,,Timothy Dorazio,,Independence Square Advisors,tdorazio@indsquare.com,,
11090309,Inactive Investor,Theodore Felix,,Vanguard Marketing Corporation,theodore_felix@vanguard.com,,Salesforce
11231282,Inactive Investor,Sean Forbes,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",,,Salesforce
10619380,,Daniel Halperin,,,daniel.halperin@morganstanley.com,,List Import
11103704,Inactive Investor,Samuel Kiesewetter,Supervision Officer,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,samuel.kiesewetter@nb.com,,Salesforce
11155179,Inactive Investor,Stacey Hammerle,,GWN Securities Inc. Stuart FL Private Residence,shammerle@gwnsecurities.com,,Salesforce
11141562,Inactive Investor,Roger McKee,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager;Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,roger.mckee@morganstanley.com,,Salesforce
11055980,Inactive Investor,Taylor Thomas,Financial Advisor;Senior Vice President,Morgan Stanley Boise ID 101 S Capitol Blvd,taylor.thomas@morganstanley.com,,Salesforce
5896142,,Wayne Strak,,,wstrak@gmail.com,,Web Form Fillout
10922280,Inactive Investor,Kevin Guarino,Financial Advisor,LPL Financial LLC Fairport NY 1387 Fairport Rd,kevin.guarino@lpl.com,,Salesforce
9589546,,robert wolf,,,wolflakes1@yahoo.com,,List import
11201945,Inactive Investor,Nora Giannoni,,Citigroup Global Markets Inc.,,,Salesforce
238041,, -,,[[Unknown]],bhaskar.thalvayapati@gmail.com,,
9574416,,Paul McKee,,,pmckee@gwnsecurities.com,,List import
9569361,,Bharath Yadav,,,bharath.yadav@gmail.com,,List import
10830671,Inactive Investor,Jeffrey Lindquist,,"RBC Capital Markets, LLC Denver CO 1801 California St",,,Salesforce
11027480,Inactive Investor,Jasmine Morel,,J.P. Morgan Securities LLC New York NY 530 5th Ave,jasmine.morel@jpmorgan.com,,Salesforce
10775201,Inactive Investor,Brian Wiseman,,Southstate|DuncanWilliams Securities Corp.,brian.wiseman@duncanw.com,,Salesforce
11146878,Inactive Investor,Michael Chiocchio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 345 Park Ave S",michael.chiocchio@ml.com,,Salesforce
9541646,,Carla Bünger,,,carlabuenger@gmail.com,,List import
9630202,,Wei Yee Chan,,,uanweiyee@gmail.com,,List import
11235515,Inactive Investor,Christopher Becker,Chief Compliance Officer;Financial Advisor,Richmond Investment Services LLC,,,Salesforce
239040,,essia BOUMNIJEL,,Monaco,essia.b@orange.fr,,
10788337,Inactive Investor,John Bellino,Financial Advisor;Financial Representative,Park Avenue Securities LLC Fort Myers FL 14090 Metropolis Ave,john_j_bellino@glic.com,,Salesforce
10644448,,Erica Storrs,,,erica.storrs@countryfinancial.com,,List Import
6527,, -,,[[Unknown]],sarahelizabethfeinberg@gmail.com,,Initial Salesforce Import
344227,, -,,[[Unknown]],qinxuanzeng@126.com,,
11174079,Inactive Investor,Jeffrey Troll,Financial Planner;Principal;Wealth Manager,"CW Advisors, LLC Columbia MD 6345 Woodside Ct",jtroll@congresswealth.com,,Salesforce
10806412,Inactive Investor,Chad Parlow,Senior Investment Manager,Phillips and Company Advisors LLC,,,Salesforce
9610071,,Gil Luria,,,gilluria@yahoo.com,,List import
10830027,Inactive Investor,Stanley Russell,Financial Advisor,Edward Jones Chattanooga TN 1206 Pointe Centre Dr,stan.russell@edwardjones.com,,Salesforce
11125476,Inactive Investor,Tyra Gibson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",tyra.gibson@ml.com,,Salesforce
11081513,Inactive Investor,Johnny Salazar,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,johnny.salazar@fidelity.com,,Salesforce
10834558,Inactive Investor,Amy Lindee-Deever,Client Service Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,amy.deever@morganstanley.com,,Salesforce
44022,,Randy Leclair,"Investment Advisor, Regional Vice President","Zacks Investment Management, Inc.",rleclair@zacks.com,,
352094,,Holl Davis,Vice President,"Harbourvest Partners, Llc",hdavis@harbourvest.com,617-348-3707,Manual List Upload
10618703,,Jared Goldstine,,,jared_goldstine@glic.com,,List Import
9586792,,Teo Tap Ta,,,t.poska89@gmail.com,,List import
9637369,,?????????? ???,,,ilyzryqat459@gmail.com,,List import
11013044,Inactive Investor,Arjun Kumar,,J.P. Morgan Securities LLC New York NY 260 Madison Ave,arjun.x.kumar@chase.com,,Salesforce
11145850,Inactive Investor,Michelle Hughes,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Portfolio Manager;Senior Vice,Morgan Stanley Chicago IL 227 W Monroe St,michelle.hughes@morganstanley.com,,Salesforce
9582824,,David Litzenberger,,,dave.litz@kmsfinancial.com,,List import
11007567,Inactive Investor,Mouhammad - Mounir Charara,,"NewEdge Securities, Inc. Katy TX 605 Park Grove Ln",,,Salesforce
9644713,,Joe Beckwith,,,jrbeckwith33@gmail.com,,List import
9629751,,Brett Parker,,,brettparker8756@yahoo.com,,List import
49700,,Nasser Afzali,"Branch Office Manager, Investment Advisor Representative","Transamerica Financial Advisors, Inc",nasser.afzali@transamerica.com,847-414-5700,
334955,,Wayne Archambo,Managing Member,Monarch Partners Asset Management Llc,warchambo@monarchpartners.com,617-419-2200,Manual List Upload
5098926,,Sterling Jenson,,,sterlingjenson1@gmail.com,,
11166760,Inactive Investor,Paolo Coronel,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,paolo.coronel@fmr.com,,Salesforce
10933040,Inactive Investor,Robert Farwell,Financial Advisor,Edward Jones San Diego CA 6050 Santo Rd,r.farwell@edwardjones.com,,Salesforce
10994761,Inactive Investor,Erik Zalinov,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,erik_zalinov@vanguard.com,,Salesforce
11260670,Inactive Investor,Hasan Jamil,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10906138,Inactive Investor,Kurt Swanson,Chief Compliance Officer;Chief Investment Officer;Owner,The Swanson Financial Group,,,Salesforce
206078,,David Puckett,,[Unknown],davpuck@gmail.com,,Paid Social
10855176,Inactive Investor,Lawrence Portnoff,President,"AI Advisor, Inc. Wynnewood PA 308 E Lancaster Ave",larry@aiadvisor.com,,Salesforce
215127,,Fernando Perez,,Integrated Wealth Concepts Llc,fperez@andesquants.com,(404) 975-9204,
10869285,Inactive Investor,Harry Campbell,Chief Executive Officer,LayLine Asset Management Inc,hcampbell@laylineinvest.com,,Salesforce
10757089,Inactive Investor,Michael Thompson,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",mthompson30@ml.com,,Salesforce
11006778,Inactive Investor,Stephen Dorsey,,"First Command Brokerage Services, Inc. Evans GA 3015 Allen Dr",sedorsey@firstcommand.com,,Salesforce
9574942,,Eric Rubin,,,eric.rubin@securitiesamerica.com,,List import
10767625,Inactive Investor,James Wolfsberg,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",james.wolfsberg@wellsfargoadvisors.com,,Salesforce
183483,,Jose Aguilera,,[Unknown],jfa.salinas@gmail.com,,
11052614,Inactive Investor,Themba Magagula,Financial Advisor,LPL Financial LLC Upper Marlboro MD Private Residence,themba.magagula@lpl.com,,Salesforce
10659611,,Michael Cushing,,,mcushing@cantor.com,,List Import
11125293,Inactive Investor,Souky Litthisack,,"Allstate Financial Services, LLC Cranston RI 1723 Cranston St",soukylitthisack@allstate.com,,Salesforce
11026149,Inactive Investor,Sean Hiller,,"Allstate Financial Services, LLC Broomfield CO 555 US Hwy 287",seanhiller@allstate.com,,Salesforce
11083271,Inactive Investor,Andrew Armstrong,,"W&S Brokerage Services, Inc. Charleston WV 200 Association Dr",,,Salesforce
11110563,Inactive Investor,Zachary Rice,,Cetera Investment Services LLC Pittsburgh PA 4724 Liberty Ave,,,Salesforce
45118,,John Desmond,Financial Advisor,"MML Investors Services, LLC",jdesmond@financialguide.com,515-223-6277,
11165575,Inactive Investor,Robert Procaccianti,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,robert.procaccianti@ubs.com,,Salesforce
10645482,,Helene Craig,,,hcraig@farmersagent.com,,List Import
1001914,Inactive Investor,Lisa Malobicky,Manager Finance & Administration,FFC Capital Corporation,lmalobicky@ffccapital.net, +1 412 444 3500(3517),Database Upload
11221699,,Nicholas Pile,,,nicholas.pile@ubs.com,,List Import
10998374,Inactive Investor,Alma Leon,,J.P. Morgan Securities LLC Midlothian IL 13458 Cicero Ave,alma.leon@jpmorgan.com,,Salesforce
11219686,,Michael Sharp,,,michael.sharp@ceterafs.com,,Other
10794951,Inactive Investor,Darryl Zebrowski,Financial Advisor,Edward Jones West Haven CT 5 Wagner Pl,darryl.zebrowski@edwardjones.com,,Salesforce
11080061,Inactive Investor,James Jones,Senior Representative,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,,,Salesforce
10479557,,JOHN KONTOGIANIS,,,john.kontogianis@gmail.com,,Web Form Fillout
11209416,Inactive Investor,Matthew Nelson,Financial Advisor;Managing Director;Retirement Plan Consultant,Prime Capital Financial Boerne TX 616 E Blanco Rd,mnelson@pciawealth.com,,Salesforce
11304571,Inactive Investor,Shea Joyce,"Associate Director, Investment Strategy","Cresset Asset Management, LLC",sjoyce@cressetcapital.com,312-429-2400,Salesforce
10981592,Inactive Investor,Kirsten Harrington,Institutional Client Service Advisor;Vice President,Neuberger Berman BD LLC,kirsten.harrington@nb.com,,Salesforce
11191425,Inactive Investor,Douglas Holden,Chief Compliance Officer;Financial Advisor;Owner;Principal,First Light Financial,doug@flfinvest.com,,Salesforce
10808201,Inactive Investor,Jordan Loshy,Premier Banker,"Wells Fargo Clearing Services, LLC Athens GA 1200 Mitchell Bridge Rd",jordan.loshy@wellsfargoadvisors.com,,Salesforce
11130219,Inactive Investor,Carmen Donofrio,,"ValMark Securities, Inc.",,,Salesforce
10976391,Inactive Investor,Gerald Ogilvie,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",gerald.ogilvie@equitable.com,,Salesforce
10870371,Inactive Investor,Alex Vassey,,Commonwealth Financial Network Seneca SC 108 E North 1st St,avassey@commonwealth.com,,Salesforce
11026075,Inactive Investor,Jack Wilson,Wealth Advisor,LPL Financial LLC Greensboro NC 2709 Pinedale Rd,jack.wilson2@lpl.com,,Salesforce
11138281,Inactive Investor,Kenneth Bryant,Financial Representative,PFS Investments Inc. Union NJ 1767 Morris Ave,kenneth.bryant@primerica.com,,Salesforce
11192434,Inactive Investor,Jeffrey Banister,Financial Advisor;Regional Leader,Edward Jones Rantoul IL 300 S Garrard St,jeff.banister@edwardjones.com,,Salesforce
10925593,Inactive Investor,Erica Hawkins,,Key Investment Services LLC Buffalo NY 250 Delaware Ave,erica.hawkins@key.com,,Salesforce
342357,,Andrea Kramer,Managing Director,Hamilton Lane,akramer@hamiltonlane.com,610-934-2222,Manual List Upload
337162,,David Conover,Chief Financial Officer,"Select Equity Group, L.p.",david@selectequity.com,212-475-8335,Manual List Upload
11027979,Inactive Investor,Matthew Rothchild,Chief Compliance Officer,"Secure Investment Management, LLC",mrothchild@secureinvestmentmanagement.com,,Salesforce
10966925,Inactive Investor,Lesa Collins,Financial Advisor,Retirement Planners of America,,,Salesforce
90249,,Jennifer Abens,Owner,Abens Financial Services Inc,jennifer@abens.com,952-933-9650,Manual List Upload
11015769,Inactive Investor,Michael Borgia,,"Pinnacle Investments, LLC Boca Raton FL 7601 N Federal Hwy",,,Salesforce
9576661,,Niloofar Khanjani,,,nkhanjani@ut.ac.ir,,List import
10850272,Inactive Investor,Dwight Robins,Financial Advisor,LPL Financial LLC Whitefish MT PO Box 1714,dwight.robins@lpl.com,,Salesforce
11186721,Inactive Investor,Nathaniel Martin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathaniel.martin@fidelity.com,,Salesforce
11088940,Inactive Investor,J. Brian King,Investment Advisor Representative,Research Financial Strategies Bogart GA 1340 Ferncreek Dr,brian.king@rfsadvisors.com,,Salesforce
11026100,Inactive Investor,Darrell Rains,,State Farm VP Management Corp. Plymouth IN 572 N Oak Dr,,,Salesforce
10770350,Inactive Investor,Hollis Houk,Financial Consultant;Vice President,Stephens Atlanta GA 3344 Peachtree Rd NE,hollis.houk@stephens.com,,Salesforce
10769969,Inactive Investor,Calvin Watt,Executive Director;International Client Advisor,Morgan Stanley Fremont CA Private Residence,calvin.watt@morganstanley.com,,Salesforce
10817477,Inactive Investor,Lauren Miller,,Lazard Asset Management Securities LLC,lauren.miller@lazard.com,,Salesforce
11014532,Inactive Investor,Bryant Smith,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10799837,Inactive Investor,Karla Hopper,Sales Associate,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,karla.a.hopper@jpmorgan.com,,Salesforce
9600466,,Hemant Patel,,,hemant.patel10@outlook.com,,List import
374733,,Jeffery Kelly,"Advisor, Managing Director, Partner","Hightower Advisors, Llc",jkelly@hightoweradvisors.com,303-800-5251,Salesforce
237064,, -,,[[Unknown]],glencaporgno@frontier.com,,
346357,,Kim Mccant,"Chief Financial Officer, Limited Partner",Rhumbline Advisers,krm@indexmngr.com,617-345-0434,Manual List Upload
10881948,Inactive Investor,Michael Hyer,Financial Advisor,Edward Jones Missoula MT 945 Wyoming St,michael.hyer@edwardjones.com,,Salesforce
11093283,Inactive Investor,Hiu Lam,,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",hiu.lam@tfaconnect.com,,Salesforce
10795263,Inactive Investor,George Beal,Managing Member;Managing Partner;Partner;Portfolio Manager;Regulatory Contact,Boston Family Office LLC,,,Salesforce
9558393,,Cynthia Greenburg,,,cgreenburg@cambridgesecure.com,,List import
10922275,Inactive Investor,Kevin Dawrant,Financial Planner,LPL Financial LLC Downers Grove IL 4912 Main St,kevin.dawrant@lpl.com,,Salesforce
11065169,Inactive Investor,Chester Cornelison,,State Farm VP Management Corp. Willard MO 304 E Jackson St,,,Salesforce
10619794,,Marc Bassewitz,,,mbassewitz@vivaldicap.com,,List import
9551560,,Scott Marolf,,,scott_marolf@americancentury.com,,List import
10617981,,Robert Sayre,,,robert.c.sayre@wellsfargoadvisors.com,,List Import
10843254,Inactive Investor,Ryan Erickson,Co-Chief Executive Officer;Co-Founder;Member;Regulatory Contact,"Tandem Financial, LLC",ryan@tandem-financial.com,,Salesforce
11161499,Inactive Investor,Jerry Doehling,,Thrivent Investment Management Inc. Lincoln NE 8540 Executive Woods Dr,jerry.doehling@thrivent.com,,Salesforce
11050126,Inactive Investor,Troy Roberson,,Kovack Securities Inc. Kennesaw GA 4286 Bells Ferry Rd NW,troy@kovacksecurities.com,,Salesforce
11152799,Inactive Investor,Gary Tietjen,,Cetera Financial Specialists LLC Lundenhurst NY Private Residence,gary.tietjen@ceterafs.com,,Salesforce
220214,,Tim Duncan,,[Unknown],tim@cambridgefintech.com,,
10995841,Inactive Investor,Kelly Cousineau,,J.P. Morgan Securities LLC Vancouver WA 14011 NE 10th Ave,,,Salesforce
11027770,Inactive Investor,Gustavo Sanchez,Wealth Advisor,LPL Financial LLC Gurnee IL 5101 Washington St,gustavo.sanchez@lpl.com,,Salesforce
10773701,Inactive Investor,Anthony Mercadante,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,anthony.mercadante@primerica.com,,Salesforce
11062315,Inactive Investor,Jesse O'Brien,Financial Advisor,Edward Jones Everett WA 2828 Colby Ave,jesse.obrien@edwardjones.com,,Salesforce
10965334,Inactive Investor,Elizabeth Carter,,Edward Jones Watkinsville GA 2 S Main St,,,Salesforce
10833088,Inactive Investor,Michael Stepanski,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Marlton NJ 525 Rte 73 N",stepanski.mike@principal.com,,Salesforce
11195597,Inactive Investor,Nicholas Randall,,"Cambridge Investment Research, Inc. Omaha NE 16820 Frances St",,,Salesforce
10851401,Inactive Investor,Rodd Macklin,Co-Founder;Member,"Pennington Partners & Co., LLC",,,Salesforce
11141417,Inactive Investor,Matthew Price,Business Development Manager;Senior Partner,"Financial Management Strategies, Inc.",,,Salesforce
212456,,Rupert Schneider,,[Unknown],rupert@gardeniacapital.com,,source
10788300,Inactive Investor,Jane Ringel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jane.ringel@ubs.com,,Salesforce
10927133,Inactive Investor,Seth Hammerbeck,,Fidelity Brokerage Services LLC Walnut Creek CA 1991 Arkell Ct,,,Salesforce
10977587,Inactive Investor,Hai Xu,,J.P. Morgan Securities LLC Potomac MD 11331 Seven Locks Rd,haiyan.xu@chase.com,,Salesforce
10801106,Inactive Investor,Ricardo Gutierrez,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",ricardo_a_gutierrez@ml.com,,Salesforce
11112362,Inactive Investor,Evaughn Branham-Ferrero,Vice President,Wintrust Investments LLC Wood Dale IL 171 E Irving Park Rd,eferrero@wintrustwealth.com,,Salesforce
10768715,Inactive Investor,Curtis Granet,,Cetera Financial Specialists LLC New York NY 350 7th Ave,curtis.granet@ceterafs.com,,Salesforce
11091090,Inactive Investor,Brian McCarthy,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Danvers MA 222 Rosewood Dr",brian.mccarthy@rbc.com,,Salesforce
11122495,Inactive Investor,Giuseppe Puleo,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11233867,Inactive Investor,Andrew Vendal,Workplace Wealth Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
11078973,Inactive Investor,Kelly Cole,,"Osaic Wealth, Inc. Florence AL 2464 Mall Rd",,,Salesforce
11017764,Inactive Investor,Amanda Endersby,,Cetera Advisors LLC San Diego CA 6265 Greenwich Dr,,,Salesforce
145285,,SUJAN P,,[Unknown],sujanpadela1994@gmail.com,,source
11232217,Inactive Investor,Michele Smith,,"Wells Fargo Clearing Services, LLC Tallahassee FL 1201 N Monroe St",,,Salesforce
10897758,Inactive Investor,Michael Garzone,Private Client Advisor,J.P. Morgan Securities LLC Staten Island NY 2845 Richmond Ave,michael.garzone@jpmorgan.com,,Salesforce
10807239,Inactive Investor,Paul Juergensen,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",paul_juergensen@ml.com,,Salesforce
11173062,Inactive Investor,David Tozer,,Cetera Advisor Networks LLC San Jose CA 1610 Blossom Hill Rd,tozerd@ceteranetworks.com,,Salesforce
10838311,Inactive Investor,Lon Gulberg,Wealth Advisor,LPL Financial LLC Grand Forks ND 1616 S Washington St,lon.gulberg@lpl.com,,Salesforce
10825876,Inactive Investor,Jesus Cruz,Business Manager,"Raymond James & Associates, Inc. Miami FL 2811 Ponce De Leon Blvd",jesus.cruz@raymondjames.com,,Salesforce
11137970,Inactive Investor,Thomas Awagu,Regional Vice President,PFS Investments Inc. Shreveport LA 3003 Knight St,thomas.awagu@primerica.com,,Salesforce
9639045,,Helga Peres,,,hperes@bna.ao,,List import
9608545,,Hagoo Jeon,,,hkjeon77@daum.net,,List import
11088391,Inactive Investor,Alfredo Discepolo,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,adiscepolo@ft.newyorklife.com,,Salesforce
11143371,Inactive Investor,Zachary Taylor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11121955,Inactive Investor,Vicki Geddie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",vicki.geddie@ml.com,,Salesforce
11032237,Inactive Investor,John Gascon,Financial Advisor,Edward Jones Lawrence KS 888 New Hampshire St,john.gascon@edwardjones.com,,Salesforce
10907376,Inactive Investor,Bryan Decker,,"Avantax Investment Services, Inc. Hillsboro OR 5635 NE Elam Young Pkwy",,,Salesforce
11008220,Inactive Investor,Gustabo Sempertegui,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",gus.sempertegui@prudential.com,,Salesforce
10963435,Inactive Investor,Alyssa Carroll,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10799048,Inactive Investor,Larry Gray,Financial Advisor,Edward Jones Arcadia LA 2324 Thornhill St,wayne.gray@edwardjones.com,,Salesforce
11023106,Inactive Investor,Evan Hodson,Financial Advisor,LPL Financial LLC Killeen TX 1711 E Central Texas Expy,evan.hodson@lpl.com,,Salesforce
10990285,Inactive Investor,Earl Butcher,,"Fortress Private Ledger, LLC Richlands VA 101 Suffolk Ave",,,Salesforce
11072791,Inactive Investor,David Oates,Vice President,PFS Investments Inc. Largo FL 801 W Bay Dr,david.oates@primerica.com,,Salesforce
7826318,,THOMAS MURPHY,,,tjm8997@gmail.com,3107178351,Web Form Fillout
10827287,Inactive Investor,Charles Edenbach,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Newport RI 7 Brown and Howard Wharf",charles.edenbach@wellsfargoadvisors.com,,Salesforce
9610871,,Sameer Bhide,,,sambhide@gmail.com,,List import
9628990,,Max Nussbaumer,,,max@nussbaumerprojects.com,,List import
10781207,Inactive Investor,Robert Westland,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,robert.westland@fidelity.com,,Salesforce
9556285,,Sam Scrutchins,,,reddgator@aol.com,,List import
9564360,,Raoul Pal,,,raoul@globalmacroinvestor.com,,List import
11083600,Inactive Investor,Edward Harris,,NYLIFE Securities LLC Carlsbad CA 8085 Paseo Arrayan,eharris@ft.newyorklife.com,,Salesforce
9644439,,Sal Viola,,,salviola57@gmail.com,,List import
11019523,Inactive Investor,James Lane,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9591194,,Kristian Pedersen,,,kristian@senius.dk,,List import
11181927,Inactive Investor,Cynthia Legault,Chief Executive Officer;Chief Financial Officer;President;Regulatory Contact,Financial Navigators Inc. Littleton MA 11 Scott Rd,cindy@financialnav.com,,Salesforce
11186417,Inactive Investor,Sarah Higgins,,Goldman Sachs & Co.,sarah.higgins@gs.com,,Salesforce
10782452,Inactive Investor,Valerie Shigeta,,"CUSO Financial Services, L.P. Honolulu HI 1226 College Walk",vshigeta@cusonet.com,,Salesforce
11162851,Inactive Investor,Corey Purkat,,"Wealth Enhancement Brokerage Services, LLC",cpurkat@wealthenhancement.com,,Salesforce
9614507,,Kyle Stewart,,,kylstewa@gmail.com,,List import
11029289,Inactive Investor,Robert Krupp,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Fort Myers FL 9530 Marketplace Rd",robert.krupp@equitable.com,,Salesforce
11144802,Inactive Investor,Donna Adams,Financial Advisor;Financial Planning Specialist;Insurance Planning Director,Morgan Stanley San Antonio TX 7600 Broadway,donna.adams@morganstanley.com,,Salesforce
9590006,,Munindra Nath,,,munindra.nath@gmail.com,,List import
10937696,Inactive Investor,Taylor Rimell,,Goldman Sachs & Co.,,,Salesforce
10961904,Inactive Investor,Jessica Meulendyke,Financial Advisor,Thrivent Investment Management Inc. Crystal Lake IL 735 McArdle Dr,jessica.meulendyke@thrivent.com,,Salesforce
11154349,Inactive Investor,Jason Stucky,,"Osaic Wealth, Inc. Plainfield IN 1917 Crown Plaza Blvd",,,Salesforce
248434,,Jacob Kumenda,Administration,Quarete Institute,kumenda@cgakenya.co.ke,,Manual List Upload
11011980,Inactive Investor,Serena Craven,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",serena.craven@nm.com,,Salesforce
10916440,Inactive Investor,Richard Hopkins,Wealth Advisor,Thrivent Investment Management Inc. Princeton NJ 475 Wall St,richard.hopkins@thrivent.com,,Salesforce
10893019,Inactive Investor,Richard Ralston,Financial Consultant,"Concourse Financial Group Securities, Inc. Pensacola FL 4303 Spanish Trl",richard.ralston@concoursefinancial.com,,Salesforce
10850579,Inactive Investor,Oganes Gambarian,Private Client Advisor,J.P. Morgan Securities LLC West Hills CA 6400 Platt Ave,oganes.j.gambarian@jpmorgan.com,,Salesforce
11211803,Inactive Investor,Glenn Tucker,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 9710 Park Plaza Ave",glenn.r.tucker@ampf.com,,Salesforce
11127365,Inactive Investor,Aimee Skul,,"Farmers Financial Solutions, LLC Arvada CO 5900 Ward Rd",afoose@farmersagent.com,,Salesforce
10932509,Inactive Investor,Adam Datko,Financial Advisor,Edward Jones Everett WA 2003 132nd St SE,adam.datko@edwardjones.com,,Salesforce
93977,,Paul Eichman,"Principal, CCO",Oaktree Advisors Llc,peichman@pksinvest.com,(610) 882-5670,Manual List Upload
10939302,Inactive Investor,Louis Jeffries,Financial Planner,"Pruco Securities, LLC. Hadley MA 4 Bay Rd",kevin.jeffries@prudential.com,,Salesforce
11001369,Inactive Investor,Ryan Bradley,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10774215,Inactive Investor,Christopher Stack,Chief Compliance Officer;Senior Vice President,Young Richard C & Co Ltd,cstack@younginvestments.com,,Salesforce
10854449,Inactive Investor,Twilla Robinson,Divisional Compliance Officer,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",twilla.robinson@raymondjames.com,,Salesforce
368282,,Lee Yong Geun,Owner,,thurs391@gmail.com,1087247377,Webinar
9633812,,Adam Sadowski,,,sadowskiaudio@gmail.com,,List import
9611198,,Matthew Taylor,,,mtaylor.author@gmail.com,,List import
11078041,Inactive Investor,Kyrene Sorby,Financial Advisor,Edward Jones Eugene OR 2911 Tennyson Ave,kyrene.sorby@edwardjones.com,,Salesforce
9626544,,Roberto Paz-Murillo,,,robertp173@gmail.com,,List import
1858273,,Amit Sharma,,,amitsharma@email.com,,
11165027,Inactive Investor,Jeffrey Newman,,"M Holdings Securities, Inc. Atlantic Beach FL Private Residence",,,Salesforce
11021255,Inactive Investor,William Hall,Chief Executive Officer;President,Redwood Private Wealth,,,Salesforce
10850791,Inactive Investor,Rodney Mackey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,rodney.mackey@fidelity.com,,Salesforce
10958863,Inactive Investor,Will Griffin,Banker;Senior Associate,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,will.griffin@jpmorgan.com,,Salesforce
10978344,Inactive Investor,Jonathan Epstein,,Citigroup Global Markets Inc.,jonathan.epstein@citigroup.com,,Salesforce
11157812,Inactive Investor,John Campbell,,"Osaic Wealth, Inc. Scottsdale AZ 8563 E San Alberto Dr",,,Salesforce
10818189,Inactive Investor,Lavonne Brown,Chief Communications Officer;Culture Officer,Savant Wealth Management,lbrown@savantwealth.com,,Salesforce
10776398,Inactive Investor,Brian Whitling,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",brian.whitling@ml.com,,Salesforce
10960502,Inactive Investor,Quincie Minton,,MWA Financial Services Inc. Mason MI Private Residence,quincie.j.mccalla@mwarep.org,,Salesforce
11155351,Inactive Investor,Angela Mecha,Service Associate,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",angela.makinen@raymondjames.com,,Salesforce
10487924,,Christopher Currin,Senior Wealth Advisor,Mercer Global Advisors Inc.,christopher.currin@merceradvisors.com,,List Import
9608452,,Todd Raphaelson,,,kidpixbycathy@earthlink.net,,List import
11129792,Inactive Investor,Stephen Huber,Financial Advisor,Edward Jones Shakopee MN 500 Marschall Rd,stephen.huber@edwardjones.com,,Salesforce
9564820,,ron frend,,,ron@lmi.net,,List import
10879804,Inactive Investor,Diana Arroyo,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",diana.arroyo@schwab.com,,Salesforce
11178222,Inactive Investor,Kevin Reed,,"Packerland Brokerage Services, Inc. Fort Wayne IN Private Residence",kevin_reed@packerlandbrokerage.com,,Salesforce
10936598,Inactive Investor,Jonathan Daniels,,"Stifel Independent Advisors, LLC O Fallon IL 800 S Lincoln Ave",danielsj@stifelindependence.com,,Salesforce
11062866,Inactive Investor,Joshua Dove,,Cetera Advisor Networks LLC Grand Junction CO 2135 N 7th St,jdove@nextfinancial.com,,Salesforce
11078694,Inactive Investor,Minho You,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,minho.you@jpmorgan.com,,Salesforce
9612466,,Gary Freeman,,,gary.freeman@gillsoncapital.com,,List import
11058898,Inactive Investor,Eric Weiss,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,eric.weiss@fmr.com,,Salesforce
10767898,Inactive Investor,Denver Lionberger,Financial Advisor,Edward Jones Hermann MO 231 E 1st St,denver.lionberger@edwardjones.com,,Salesforce
10856379,Inactive Investor,Andrew Vix,Investment Advisor Representative,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
10858571,Inactive Investor,Dwight Beasley,Financial Advisor,Edward Jones Huntington Beach CA 16400 Pacific Coast Hwy,dwight.beasley@edwardjones.com,,Salesforce
10647121,,James Eby,,,jim.eby@nm.com,,List Import
11113845,Inactive Investor,Joseph Kopec,Financial Professional,LPL Financial LLC Sussex NJ 16 Dewitt Rd,joe.kopec@lpl.com,,Salesforce
232503,, -,,[[Unknown]],bitcadets@protonmail.com,,Organic Search
11180583,Inactive Investor,Brandon Covey,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",brandon.b.covey@truist.com,,Salesforce
11026848,Inactive Investor,Paul Michel,,J.P. Morgan Securities LLC Los Angeles CA 1600 N Vermont Ave,paul.michel@chase.com,,Salesforce
166177,,timothy dejoncker,,[Unknown],timothy.dejoncker@gmail.com,,
9545703,,shane lane,,,shanelane10@gmail.com,,List import
11005281,Inactive Investor,Jennifer Torres,,"Empower Financial Services, Inc Goodyear AZ Private Residence",jennifer.torres@empower.com,,Salesforce
10889577,Inactive Investor,Anthony Migliozzi,Financial Advisor,Commonwealth Financial Network Suffield CT 41 Mountain Rd,amigliozzi@commonwealth.com,,Salesforce
10905493,Inactive Investor,Tiffany Song,Senior Manager,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",tiffany.song@schwab.com,,Salesforce
11212212,Inactive Investor,Oshe Powell,,J.P. Morgan Securities LLC Oceanside NY 3285 Long Beach Rd,oshe.powell@jpmorgan.com,,Salesforce
10916803,Inactive Investor,Joseph Boudreaux,Vice President,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",bryan.boudreaux@stifel.com,,Salesforce
335523,,Michael Lebourgeois,Managing Partner,"Black Bay Energy Capital, Llc",michael@blackbayenergy.com,504-227-3020,Manual List Upload
11235615,Inactive Investor,Ryan Ritchie,Managing Partner,7Two,,,Salesforce
9593813,,sdfa lkfj,,,sdlfkj@gmail.com,,List import
35058,,Nathan Fuller,Portfolio Counselor,Fisher Investments,n.fuller@fi.com,,
9540729,,Michael Smorch,,Blue Ocean Fund,michael@blueocm.com,,Paid Search
10850817,Inactive Investor,James Patrick,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,james.n.patrick@ubs.com,,Salesforce
11126610,Inactive Investor,Christian Petersen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",,,Salesforce
9602595,,Patrick Bolduan,,,patrick.bolduan@hotmail.com,,List import
9607736,,Travis Crumley,,,travis.crumley@brandywineglobal.com,,List import
8338149,,James Jones,,,gjjj854711@gmail.com,,Web Form Fillout
11208116,Inactive Investor,Megan Mclaughlin,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer;Regulatory Contact,"Big Sky Wealth Advisors, LLC",megan@bigskywealthadvisors.com,,Salesforce
10899240,Inactive Investor,Robert Kerber,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,bkerber@rwbaird.com,,Salesforce
10940647,Inactive Investor,Norma Trevino,,"Farmers Financial Solutions, LLC Alice TX 300 E Main St",ntrevino@farmersagent.com,,Salesforce
10975133,Inactive Investor,Benjamin Harmon,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,benjamin.harmon@primerica.com,,Salesforce
9632224,,cline york,,,cline.york@icloud.com,,List import
9601592,,Khai To,,,khai.d.to@gmail.com,,List import
11062281,Inactive Investor,Alexander Mcclorey,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,,,Salesforce
10606463,,John Tevnan,"Business Solutions Manager, Wealth Advisor","Revolve Wealth Partners, LLC",john.tevnan@revolvewealth.com,201-373-2163,
11138970,Inactive Investor,Kimberly Rice,,LPL Financial LLC Midlothian VA 340 Browns Hill Ct,kim.rice@lpl.com,,Salesforce
11073044,Inactive Investor,Brian Becka,,Lincoln Investment North Royalton OH 13374 Ridge Rd,bbecka@lincolninvestment.com,,Salesforce
10902568,Inactive Investor,Jennifer Glovacki,Vice President,LPL Financial LLC Appleton WI Private Residence,jennifer.glovacki@lpl.com,,Salesforce
11114791,Inactive Investor,Christopher Fontenot,Registered Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",christopher.fontenot@ml.com,,Salesforce
11123493,Inactive Investor,Kimberly Earnhardt,Senior Client Service Associate,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",kim.earnhardt@raymondjames.com,,Salesforce
11035957,Inactive Investor,Anthony Falcone,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 200 Schulz Dr",anthony.j.falcone@ampf.com,,Salesforce
11147477,Inactive Investor,Dat Trinh,,"Allstate Financial Services, LLC Stafford TX 12999 Murphy Rd",dattrinh@allstate.com,,Salesforce
9579480,,gabriel gaspar,,,gabrieldegaspar@gmail.com,,List import
11145364,Inactive Investor,Pamela Markfort,,"Wells Fargo Advisors Financial Network, LLC Baxter MN 14091 Baxter Dr",,,Salesforce
10939687,Inactive Investor,Charles Podesta,,"TradeStation Securities, Inc.",cpodesta@tradestation.com,,Salesforce
9647604,,Lora Gaston,,,loralv1560@gmail.com,,List import
11082358,Inactive Investor,Kelley Bangs,Associate,Edward Jones Auburndale MA 130 Rumford Ave,kelley.bangs@edwardjones.com,,Salesforce
9647094,,Ognian Liubenov,,,ogilc@protonmail.com,,List import
11170171,Inactive Investor,Robert Baron,Managing Director,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
10945746,Inactive Investor,Cassandra Smalley,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,Cassandra Smalley Wealth Management,,,Salesforce
374150,,Hunter Merghart,,Bitstamp,hmerghart@gmail.com,,dedicated
9591815,,Richard Morris,,,richard.morris@killik.com,,List import
10921811,Inactive Investor,Bobby Williamson,,PFS Investments Inc. Jet OK 805 Main St,bobby.williamson@primerica.com,,Salesforce
10760386,Inactive Investor,Ria Pomeranz,Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,ria.pomeranz@jpmorgan.com,,Salesforce
11142250,Inactive Investor,Jason Vincent,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jason_vincent@ml.com,,Salesforce
10874300,Inactive Investor,Nicholas Ockenga,,"Sentinel Securities, Inc.",nicholas.ockenga@sentinelgroup.com,,Salesforce
10886823,Inactive Investor,Araf Evans-Sykes,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
240747,,Patrick Wolf,Global Head of New Product,Nasdaq,patrick.wolf@nasdaq.com,,Event
11052899,Inactive Investor,Michael Mahoney,,Cetera Financial Specialists LLC Wheaton IL 1119 Wheaton Oaks Ct,,,Salesforce
9571786,,Eric Brotman,,,eric.brotman@gmail.com,,List import
11040502,Inactive Investor,Keith Chamarro,,J.P. Morgan Securities LLC Belpre OH 321 Main St,keith.x.chamarro@chase.com,,Salesforce
205678,,Pablo Crespo,,Quant Futures,pablo@quantfutures.com,(646) 645-4851,
10839591,Inactive Investor,Paul Kim,,Commonwealth Financial Network Great Neck NY 10 Cuttermill Rd,pkim@commonwealth.com,,Salesforce
9560421,,Carl Anthony,,,anthony.carl@principal.com,,List import
10835623,Inactive Investor,Kirk Tushaus,Owner,Tushaus Wealth Management,kirk@tushausgroup.com,,Salesforce
9547815,,Chris Van Voorhis,,,flyfast1959@yahoo.com,,List import
10884072,Inactive Investor,Keith Hawk,Investment Advisor Representative,"Royal Fund Management, LLC",keith@royalfundmanagement.com,,Salesforce
10827483,Inactive Investor,Michelle Bartosik,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flemington NJ 200 State Rte 31",michelle.bartosik@ml.com,,Salesforce
10958383,Inactive Investor,Jay Momber,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,jay.momber@fmr.com,,Salesforce
9552076,,Addison Sherman,,,sherman@ellington.com,,List import
11151491,Inactive Investor,Andres Gonzalez,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andres_gonzalez@vanguard.com,,Salesforce
10983725,Inactive Investor,Emily Poupart,,LPL Financial LLC Lafayette LA 2810 Johnston St,emily.poupart@lpl.com,,Salesforce
11050235,Inactive Investor,Daniel Nodar,,"World Capital Brokerage, Inc. Torrance CA Private Residence",dnodar@worldcapitalbrokerage.com,,Salesforce
11150233,Inactive Investor,Jinrong Lin,,Citigroup Global Markets Inc.,,,Salesforce
1001607,Inactive Investor,Eric Reeves,Managing Director & Head of Private Capital Investments,Duchossois Capital Management,ereeves@duch.com, +1 312 586 2080,
10966940,Inactive Investor,Alan Wynne,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10808183,Inactive Investor,Frederick Bester,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 715 Old Hwy 8 NW",frederick.l.bester@ampf.com,,Salesforce
9589918,,Sean Kernan,"Chairman Of Compliance, Managing Member",Advisor Resource Council,mward@aethonenergy.com,,List import
10834182,Inactive Investor,Shannon Kropp,Financial Advisor,"Wells Fargo Clearing Services, LLC Mason City IA 10 N Washington Ave",shannon.kropp@wellsfargoadvisors.com,,Salesforce
10923588,Inactive Investor,Jacob Wright,,"Raymond James Financial Services, Inc. Nashville TN 150 3rd Ave S",jacob.wright@raymondjames.com,,Salesforce
10886942,Inactive Investor,Cole Mohrman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",cole.mohrman@ml.com,,Salesforce
11208786,Inactive Investor,Michael Breen,Analyst;Chief Compliance Officer;Limited Partner;Partner;Portfolio Manager,Breen Investors LP,,,Salesforce
9581579,,Russell Appelget,,,russ.appelget@transamerica.com,,List import
11099569,Inactive Investor,Ronald Kring,Chief Compliance Officer;Founder;Managing Member;President,FIT Strategic Advisors LLC,,,Salesforce
10939404,Inactive Investor,Richard Divarco,,"Farmers Financial Solutions, LLC Grayslake IL 530 Barron Blvd",,,Salesforce
11004523,Inactive Investor,Benjamin Holtsinger,,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9629013,,colm mccourt,,,cmccourt@gmail.com,,List import
10803683,Inactive Investor,Michael Flader,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",michael.flader@rbc.com,,Salesforce
169713,,Bryce Langlotz,,[Unknown],brycelanglotz@gmail.com,,
9541670,,Mitchell Brodie,,,mitchbrodie@gmail.com,,List import
10846389,Inactive Investor,Michael Ryabik,Managing Partner,"The Mather Group, LLC",m.ryabik@themathergroup.com,,Salesforce
11051002,Inactive Investor,Aaron Pence,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,aaron.pence@morganstanley.com,,Salesforce
10659275,,Karen Gordon,,,karen.gordon@ubs.com,,List Import
10801144,Inactive Investor,James Jones,,"Centaurus Financial, Inc. Glen Allen VA 4128 Innslake Dr",,,Salesforce
10755784,Inactive Investor,Brenda O'Connor,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,brenda.o-connor@ubs.com,,Salesforce
11130626,Inactive Investor,John-Paul Daly,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 6500 SW Beaverton Hillsdale Hwy",john-paul.x.daly@ampf.com,,Salesforce
10486490,,Catherine Patrick,"Financial Professional, Financial Services Professional","MML Investors Services, LLC",catherinepatrick@financialguide.com,,List Import
9573029,,Lawrence Tundidor,,,lawrencet@voyafa.com,,List import
11181994,Inactive Investor,Katie Hodge,,NYLIFE Securities LLC Tacoma WA 1201 Pacific Ave,kvhodge@ft.newyorklife.com,,Salesforce
10804844,Inactive Investor,James Callaham,Financial Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,james.callaham@lpl.com,,Salesforce
9563839,,Ralph Figueroa,,,ralphefigueroa@gmail.com,,List import
9600304,,Ray Tyler,,,ray@cornerstonemgt.net,,List import
9587230,,Peter Messina,,,peter@consultabg.com,,List import
10797214,Inactive Investor,Walter Paine,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
11038441,Inactive Investor,Robert Kirchoff,,J.P. Morgan Securities LLC Indianapolis IN 111 Monument Cir,robert.kirchoff@jpmorgan.com,,Salesforce
11136881,Inactive Investor,Timothy Salunga,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Palo Alto CA 535 Cowper St",timothy.salunga@tiaa.org,,Salesforce
87257,,Dennis Odin,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",dennis.odin@transamerica.com,951-600-9444,
11103157,Inactive Investor,Merle George,,PFS Investments Inc. Houston TX 3845 Cypress Creek Pkwy,merle.george@primerica.com,,Salesforce
2154902,,Adil Tamboli,,,tamboliadil61@gmail.com,,
10854074,Inactive Investor,Gregory Confair,President,"Sigma Financial, Inc.",gconfair@sigmafinancial.com,,Salesforce
10874826,Inactive Investor,Jillian Snyder,Financial Advisor,LPL Financial LLC Lancaster PA 3008 Columbia Ave,jillian.snyder@lpl.com,,Salesforce
10977297,Inactive Investor,Marius Valentin Pfahler,,Rockefeller Financial LLC,mpfahler@rockco.com,,Salesforce
10988687,Inactive Investor,Christopher Byrne,,"Raymond James & Associates, Inc.",,,Salesforce
11160704,Inactive Investor,John Mulholland,,Vanguard Marketing Corporation,john_mulholland@vanguard.com,,Salesforce
11102607,Inactive Investor,Eddie Naylor,Investment Specialist,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",eddie.naylor@firstcitizens.com,,Salesforce
141800,,Adnan Jakubovic,,[Unknown],adnan.jakubovic@gmail.com,(491) 762-3597,Paid Social
10949719,Inactive Investor,Jeffrey Drury,,"Bankers Life Securities, Inc. Dover DE 99 Wolf Creek Blvd",jeffrey.drury@bankerslife.com,,Salesforce
10769258,Inactive Investor,Vincent Keaveny,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",vincent.a.keaveny@bofa.com,,Salesforce
11218935,,Derek Gale,,,derek@baxtercapitalmanagement.com,,Other
9641021,,John Prieto,,,bigpapa97@gmail.com,,List import
9591812,,Alexander Carefull,,,a.carefull@gmail.com,,List import
373586,,David Leach,,[Unknown],leach.david3000@gmail.com,,source
205464,,Jay Steinback,,VUE Enterprises,jay@jvs.cc,314-398-0456,
228113,, -,,[[Unknown]],limeusik@naver.com,,Organic Search
11222945,,Jason Blount,,,jblount@keelpoint.com,,List Import
11160899,Inactive Investor,Dominick Clemente,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",dclemente@ml.com,,Salesforce
10801796,Inactive Investor,Davis Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Lancaster PA 120 N Pointe Blvd",davis.p.smith@wellsfargoadvisors.com,,Salesforce
162395,,Robin Wemyss,,[Unknown],robwemyss@icloud.com,,
10876054,Inactive Investor,Yihua Zhao,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,carrie.zhao@fmr.com,,Salesforce
10997035,Inactive Investor,Christopher Davis,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10785890,Inactive Investor,Russel Urffer,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Etters PA Private Residence",,,Salesforce
11219343,,David Kluksdal,,,david.kluksdal@ceterafs.com,,Other
10839789,Inactive Investor,Meredith Atrasz,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,meredith.atrasz@fidelity.com,,Salesforce
10658153,,Gary Erickson,,,gary.c.erickson@lpl.com,,List Import
11197407,Inactive Investor,Richard Terpanjian,,"Farmers Financial Solutions, LLC Chatsworth CA 9301 Oakdale Ave",rterpanjian@farmersagent.com,,Salesforce
10663631,,vivak YADAV,,,vivakk587@gmail.com,,Web Form Fillout
11107419,Inactive Investor,Vivien Winner,,"Osaic Wealth, Inc.",,,Salesforce
11049470,Inactive Investor,James Phillips,Financial Advisor;Senior Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,james.phillips@morganstanley.com,,Salesforce
349040,,Stephen Jones,Chief Credit Officer,Loancore Capital Credit Advisor Llc,sjones@loancore.com,203-861-6000,Manual List Upload
9575415,,Kallie Francis,,,kallie.francis@fmr.com,,List import
11228633,Inactive Investor,Nathan Izrailov,,J.P. Morgan Securities LLC,nathan.izrailov@jpmorgan.com,,Salesforce
10901802,Inactive Investor,Joseph Bozel,,"Allstate Financial Services, LLC Towson MD 501 Washington Ave",josephbozel@allstate.com,,Salesforce
11064333,Inactive Investor,Karen Miller,Financial Advisor;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Englewood CO 5251 DTC Pkwy,karen.miller@morganstanley.com,,Salesforce
10917979,Inactive Investor,Shawn Hanquist,,"Plan Group Financial, Inc. Grand Island NE 1004 N Diers Ave",,,Salesforce
10986164,Inactive Investor,Michael Lenahan,,Thrivent Investment Management Inc. Nashville TN 4900 Centennial Blvd,michael.lenahan@thrivent.com,,Salesforce
11061886,Inactive Investor,David Ryan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9560383,,Norman Berman,,,norman.berman@53.com,,List import
10844134,Inactive Investor,David Freeman,,Kovack Securities Inc. Woodstock GA Private Residence,www.davidfreeman@ksifa.com,,Salesforce
9543866,,Eric Ross,,,eross@crownmail.net,,List import
11030699,Inactive Investor,Ryan Harper,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",ryan.harper@equitable.com,,Salesforce
10990774,Inactive Investor,Leon Burns,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
10919860,Inactive Investor,Michael Brister,,"Osaic Wealth, Inc. Cleveland MS 214 N Pearman Ave",,,Salesforce
11104129,Inactive Investor,Damian Alexander,,"Wells Fargo Clearing Services, LLC Omaha NE 11150 Emmet St",damian.a.alexander@wellsfargo.com,,Salesforce
9552990,,William Rhodes,,,william.rhodes@suntrust.com,,List import
9582487,,John Cline,,,cline_john@yahoo.com,,List import
10951358,Inactive Investor,Michael Garton,Chief Compliance Officer,Advantage Investment Management,michaelgarton@aim-rps.com,,Salesforce
11195390,Inactive Investor,Kevin Engels,,"FBL Marketing Services, LLC Brownsburg IN 770 N Green St",kevin.engels@fblfinancial.com,,Salesforce
9544618,,Gongolla Pavan kumar,,,gongollaofficial207@gmail.com,,List import
10949783,Inactive Investor,Keith Applegate,,Fidelity Brokerage Services LLC Berkeley Heights NJ Private Residence,,,Salesforce
128470,,John Ulwick,,Integrated Wealth Concepts Llc,john.ulwick@lpl.com,,
350512,,Brock Hudson,Managing Director,"Carl Marks Management Company, Llc",bhudson@carlmarks.com,212-909-8400,Manual List Upload
10968852,Inactive Investor,Jared Hill,Investment Advisor Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11038805,Inactive Investor,Cameron Parkhurst,,"PeachCap Securities, Inc. Shalimar FL Private Residence",cameron.parkhurst@peachcap.com,,Salesforce
10619910,,Oralia Martinez,,,omartinez@bylinebank.com,,List Import
215728,,Nathan Rogers,Financial Planning Advisor,"VALIC Financial Advisors, Inc.",nathan.rogers@valic.com,866-544-4968,
11230049,Inactive Investor,Daniel Pfau,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",daniel.pfau@nm.com,,Salesforce
11090875,Inactive Investor,Dylan Lang,Associate Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 6501 N Scottsdale Rd",dylan.lang@ml.com,,Salesforce
11167200,Inactive Investor,Ioulia Nikiforova,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Coral Springs FL 2825 N University Dr,ioulia.nikiforova@morganstanley.com,,Salesforce
10819652,Inactive Investor,Kimberly Rico,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",,,Salesforce
7196726,,Aynal Mongal,,,aynalmongal@gmail.com,,Web form fillout
10997980,Inactive Investor,Sherri Mauck,,"N.I.S. Financial Services, Inc.",,,Salesforce
10950929,Inactive Investor,Lauren Heintzelman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11028757,Inactive Investor,Thomas Mallon,,"Allstate Financial Services, LLC Springfield PA 829 W Sproul Rd",thomasmallon@allstate.com,,Salesforce
10911735,Inactive Investor,Austin McElroy,,"Truist Investment Services, Inc. Richmond VA 1500 Koger Center Blvd",austin.mcelroy@truist.com,,Salesforce
11053205,Inactive Investor,Charles Alley,Chief Financial Officer;President,"Resolute Wealth Strategies, LLC",,,Salesforce
9568161,,Douglas Siebert,,,douge@socket.net,,List import
11132554,Inactive Investor,Kent Tedrick,,Integrated Wealth Concepts LLC Carlsbad CA 1921 Palomar Oaks Way,,,Salesforce
9567720,,Nicholas Panaro,,,nicholas.panaro@pnc.com,,List import
10620098,,Elizabeth Kearney,,,ekearney@wintrustwealth.com,,List Import
10800731,Inactive Investor,Rickey Grisham,Financial Advisor,Edward Jones Grayling MI 2407 S I 75 Business Loop,rick.grisham@edwardjones.com,,Salesforce
85731,,Nimo Ismail,,United Kingdom,nimokhabiid@gmail.com,,
220963,,Aaron Witkowski,,[Unknown],witkowsa@gmail.com,,
9590882,,Masood Vojdani,,,mvojdani@mvfgroup.com,,List import
350447,,Dmitry Ivanov,,[[Unknown]],dmns@newmail.ru,,Direct
11153885,Inactive Investor,Jason Christiansen,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,jason.christiansen@jpmorgan.com,,Salesforce
9580091,,Timothy Brennan,,,timothy.brennan@himco.com,,List import
199086,,SCOTT PAXTON,,United States,ledeviateur@hotmail.com,,
9639533,,Snaed?s Ogn Flosad?ottir,,,snaedis.flosadottir@arionbanki.is,,List import
11097798,Inactive Investor,Kristine Takacs,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,kristy.takacs@fmr.com,,Salesforce
10767069,Inactive Investor,Timothy Finucan,Financial Advisor,Edward Jones Webster City IA 508 2nd St,timothy.finucan@edwardjones.com,,Salesforce
10963699,Inactive Investor,Rivers Shearin,,"Raymond James Financial Services, Inc. Memphis TN 949 Shady Grove Rd S",rivers.shearin@raymondjames.com,,Salesforce
10983273,Inactive Investor,Michael Furth,Financial Advisor,Edward Jones New Ulm MN 1106 S Broadway St,michael.fruth@edwardjones.com,,Salesforce
9560681,,Daniel Geary,,,dan.geary@wealthspire.com,,List import
10894329,Inactive Investor,Martin Plecinoga,,"Osaic Wealth, Inc. Wakefield MA 500 Edgewater Dr",,,Salesforce
166492,,k a,,[Unknown],kenshi.arasaki@gmail.com,,Paid Social
10612460,,Brian Katz,"Financial Advisor, Financial Professional Associate",,brian.katz@prudential.com,,List Import
11198446,Inactive Investor,James Esserman,Managing Member,"Toyant Capital Management, LLC",jesserman@toyant.com,,Salesforce
10962421,Inactive Investor,Jason Ramage,,"ValMark Securities, Inc. Cincinnati OH 4605 E Galbraith Rd",,,Salesforce
11086957,Inactive Investor,Jishnu Guha,,PEP Advisory LLC,,,Salesforce
8197,, -,,[[Unknown]],alina@cedem.uh.cu,,Initial Salesforce Import
10615241,,Joshua Widman,"Financial Advisor, Vice President",,coolmoose413@aol.com,,List Import
11017751,Inactive Investor,James Vess,,LPL Financial LLC Cockeysville MD 225 International Cir,james.vess@lpl.com,,Salesforce
11192121,Inactive Investor,Nicholas Lazenby,,"Raymond James Financial Services, Inc. Atlanta GA 400 Perimeter Center Ter NE",nicholas.lazenby@raymondjames.com,,Salesforce
11056608,Inactive Investor,Beth Blecker,,"Osaic Wealth, Inc. Nanuet NY 25 Smith St",,,Salesforce
9632336,,li ko,,,120122219@qq.com,,List import
11194837,Inactive Investor,Justin Grier,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,jgrier@primerica.com,,Salesforce
9550743,,Ray -,,,rayrcanales@gmail.com,,List import
10801024,Inactive Investor,Gregory Huffer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",gregory_huffer@ml.com,,Salesforce
9633101,,Juan Rodriguez,,,papabitcoinycriptos@gmail.com,,List import
9637962,,Kevin Quinn,,,kevin.quinn@pb.boi.ie,,List import
11109912,Inactive Investor,Thomas Lathrop,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,thomas.lathrop@primerica.com,,Salesforce
221362,,Mary Bowermaster,,[Unknown],mary.bowermaster@gmail.com,,source
11064924,Inactive Investor,Brenda Castellanos Rojas,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,brenda.castellanosrojas@chase.com,,Salesforce
10505793,,daniel ruben,Principal,LSA,daniel.r@lsawealth.com,818-483-6611,List import
159858,,james fang,,[Unknown],james.fang.ca@gmail.com,,Organic Search
10957259,Inactive Investor,Shawn Blake,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11107909,Inactive Investor,Senta Fean,,"Lion Street Financial, LLC Philadelphia PA 50 S 16th St",sfean@lionstreet.com,,Salesforce
11180129,Inactive Investor,Jennifer Lewis,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",jennifer.lewis@tfaconnect.com,,Salesforce
9580527,,Robert Smith,,,robertsmith0204@gmail.com,,List import
10997502,Inactive Investor,Michael Dinino,,Edward Jones Bellingham WA 119 N Commercial St,,,Salesforce
11045198,Inactive Investor,Stephen McGuire,Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
9575405,,Craig B,,,cbhauntings@cs.com,,List import
10790543,Inactive Investor,Troy Flinn,,LPL Financial LLC Glen Allen VA 4435 Waterfront Dr,troy.flinn@alphawealthadvisors.com,804-837-5868,Salesforce
10488093,,David Schaller,Managing Partner,"Delta-V Capital, LLC",dave@deltavcapital.com,,List Import
10972750,Inactive Investor,Anne Rochael,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,anne.rochael@safra.com,,Salesforce
10613293,,David Carpentier,"Senior Financial Advisor, Vice President",,david.carpentier@ml.com,,List Import
11054177,Inactive Investor,Rachel Lothman,Registered Client Service Associate,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",rachel.lothman@ampf.com,,Salesforce
352187,,Joe Amadio,Director,Thompson Street Capital Manager Llc,jamadio@tscp.com,314-727-2112,Manual List Upload
11067596,Inactive Investor,John Carroll,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11005484,Inactive Investor,Allison Thomas,,"Manning & Napier Investor Services, Inc.",,,Salesforce
10821416,Inactive Investor,Robert Lester,,"Grove Point Investments, LLC Wellington FL Private Residence",,,Salesforce
11130573,Inactive Investor,James With,Private Wealth Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 200 Pringle Ave",james.e.with@ampf.com,,Salesforce
11157456,Inactive Investor,Bradley Rupp,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",brad_rupp@ml.com,,Salesforce
11066426,Inactive Investor,Cathy Todd,,Edward Jones Evans GA 727 Industrial Park Rd,,,Salesforce
338652,,Brandon White,Managing Director,"Charlesbank Capital Partners, Llc",bwhite@charlesbank.com,617-619-5400,Manual List Upload
9550639,,Lucy Diamoniv,,,tanyak220@outlook.com,,List import
11171516,Inactive Investor,Antonio Burnett,,"Northwestern Mutual Investment Services, LLC Corona CA 250 E Rincon St",tony.burnett@nm.com,,Salesforce
11074975,Inactive Investor,Mark Rowley,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",mark.rowley@wellsfargoadvisors.com,,Salesforce
11197929,Inactive Investor,Tonya Newsom,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,tonya.newsom@jpmorgan.com,,Salesforce
11086447,Inactive Investor,Jeanna Lombardi,,NYLIFE Securities LLC Victor NY 209 High Point Dr,jlombardi@ft.newyorklife.com,,Salesforce
11169138,Inactive Investor,Jason Bolen,Vice President - Wealth Management,"Allegheny Investments, Ltd. Morgantown WV 1544 Mileground Rd",jbolen@alleghenyfinancial.com,,Salesforce
9571356,,Samuel Gugliuzza,,,sgugliuzza@financialguide.com,,List import
11171448,Inactive Investor,Sean Meehan,Strategic Advisor,Brown Advisory,smeehan@brownadvisory.com,,Salesforce
11212968,Inactive Investor,Alan Scott,Financial Advisor,PlanMember Securities Corporation,ascott@planmembersec.com,,Salesforce
11183458,Inactive Investor,Suzanne Zimmerman,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
10877518,Inactive Investor,Shane Scott,Financial Advisor,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",shane.scott@raymondjames.com,,Salesforce
10968226,Inactive Investor,Carl Brown,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,,,Salesforce
9544795,,Julie Hong,,,julie.hong@transamerica.com,,List import
9629396,,Haarthi Sadasivam,,,hsadasivam@gmail.com,,List import
71105,,Frederick Freeman,"Chief Compliance Officer, Chief Operating Officer, Manager","Cordasco Financial Network, Inc.",gilfreeman@cfnplan.com,215-558-3500,
10613374,,Jane Glaubinger,"Senior Financial Advisor, Vice President",,jane_glaubinger@ml.com,,List Import
9594110,,Joseph Team,,,jteam@teamstrategiesonline.com,,List import
9640998,,Jatin Rana,,,jrana1224@hotmail.com,,List import
11191086,Inactive Investor,Eddy Ulledalen,,"Raymond James Financial Services, Inc. Billings MT 1001 S 24th St W",ed.ulledalen@raymondjames.com,,Salesforce
11173755,Inactive Investor,Tricia Seely,Financial Advisor,Edward Jones Union MO 205 E Main St,tricia.seely@edwardjones.com,,Salesforce
11017207,Inactive Investor,George Acheampong,Co-Founder;Managing Member,"Capitalwize, LLC Charlotte NC 615 S College St",gacheampong@capitalwize.co,,Salesforce
2353,,William McLanahan,Portfolio Manager,"Moore Capital Management, LP",william.mclanahan@moorecap.com,1-212-287-5350,Initial Salesforce Import
11060214,Inactive Investor,William Rogers,Financial Advisor;Financial Planner,"Beacon Capital Management, LLC",bill@beaconcm.com,,Salesforce
11235803,Inactive Investor,John Walters,Senior Investment Advisor,"Bryn Mawr Capital Management, LLC",,,Salesforce
10757151,Inactive Investor,Rodney Bench,Principal,"M Holdings Securities, Inc. Seattle WA 600 University St",rodney.bench@mfin.com,,Salesforce
10840503,Inactive Investor,Romeo Lazzarone,,NYLIFE Securities LLC Reno NV 3716 Lakeside Dr,rjlazzarone@ft.newyorklife.com,,Salesforce
9543277,,A A,,,digitwo@gmail.com,,List import
10486774,,Nicole Reiter,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated",nicole.reiter@stifel.com,,List Import
11194132,Inactive Investor,Tate Barber,,State Farm VP Management Corp. Carthage TX 1502 W Panola St,,,Salesforce
10775902,Inactive Investor,Jason Dickinson,Financial Advisor,Edward Jones Lake Charles LA 4875 Ihles Rd,jason.dickinson@edwardjones.com,,Salesforce
11070753,Inactive Investor,Matthew Smith,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",matthew.smith@schwab.com,,Salesforce
10823434,Inactive Investor,Steven Paoletti,Financial Advisor,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",steven.d.paoletti@wellsfargoadvisors.com,,Salesforce
10848634,Inactive Investor,Isaiah Lapsley,,"Equitable Advisors, LLC West Bloomfield MI 6573 Alden Dr",isaiah.lapsley@equitable.com,,Salesforce
11019438,Inactive Investor,Peter Strek,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Bloomfield Hills MI 38505 Woodward Ave",peter.strek@rbc.com,,Salesforce
204354,,Minas Kastanakis,,[Unknown],mkastanakis@yahoo.com,,Paid Social
10881990,Inactive Investor,Shaun Dwyer,,"Empower Financial Services, Inc Shawnee KS Private Residence",shaun.dwyer@empower.com,,Salesforce
11129650,Inactive Investor,Donna Ewing,,PNC Investments Cherry Hill NJ 200 Lake Dr E,donna.ewing@pnc.com,,Salesforce
11057044,Inactive Investor,Omar Maldonado,Financial Advisor,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,,,Salesforce
9571856,,Brian Engel,,,bengel@kingstreet.com,,List import
11050909,Inactive Investor,Warren Barnett,Founder;Portfolio Manager;President,Barnett & Co Inc,warren@barnettandcompany.com,,Salesforce
10871062,Inactive Investor,Raymond Virgilio,Chief Compliance Officer;Investment Advisor Representative;President,Integrity Advisors,,,Salesforce
11066103,Inactive Investor,Pasha Ghaemi,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Denver CO 1801 California St",pasha.ghaemi@rbc.com,,Salesforce
11130299,Inactive Investor,Vincent Tropea,Senior Financial Advisor,"City National Securities, Inc. Glendale CA 550 N Brand Blvd",vincent.tropea@cnb.com,,Salesforce
11154110,Inactive Investor,Andrea Rossato,Managing Director;Private Banker,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
343104,,George Schrade,Chief Financial Officer,"Graham Capital Management, L.p.",gschrade@grahamcapital.com,203-899-3400,Manual List Upload
11141972,Inactive Investor,Abigail Soria,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10826507,Inactive Investor,Nichole McCarthy,Client Service Associate,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",nichole.mccarthy@ampf.com,,Salesforce
11166115,Inactive Investor,Elizabeth Hanley,Complex Operations Manager;Senior Private Client Associate,Janney Montgomery Scott LLC Boston MA 60 State St,ehanley@janney.com,,Salesforce
10752942,Inactive Investor,Joseph Bevilacqua,Financial Advisor,LPL Financial LLC Hingham MA 160 Old Derby St,joseph.bevilacqua@lpl.com,,Salesforce
11213038,Inactive Investor,Kerry-Ann Lyttleton,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,kerry.a.lyttleton@fmr.com,,Salesforce
10963516,Inactive Investor,Steven Tumminello,Financial Advisor;Retirement Plan Consultant,"BCG Securities, Inc.",stumminello@bcgsecurities.com,,Salesforce
11098029,Inactive Investor,Paul Jordan,Financial Advisor;Manager,Edelman Financial Engines Fairfax VA 4000 Legato Rd,pjordan@edelmanfinancialengines.com,,Salesforce
11184996,Inactive Investor,Veronica Salinas,,"Wells Fargo Clearing Services, LLC Ocoee FL 2630 Maguire Rd",veronica.salinas@wellsfargo.com,,Salesforce
21995,,Nicolas Stahl,Vice President,Vista Equity Partners,nstahl@vistaequitypartners.com,1-512-730-2480,Database Upload
11198918,Inactive Investor,Sarah Wolf,Private Client Advisor,J.P. Morgan Securities LLC Madison WI 4225 E Towne Blvd,sarah.j.quam@chase.com,,Salesforce
11034391,Inactive Investor,Bobby Mogford,Financial Advisor,Edward Jones Corpus Christi TX 15217 S Padre Island Dr,bobby.mogford@edwardjones.com,,Salesforce
11151185,Inactive Investor,Jordan Sharpe,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jordan.sharpe@primerica.com,,Salesforce
11147171,Inactive Investor,Salleh Beitollahi,,PlanMember Securities Corporation Agoura Hills CA 28720 Roadside Dr,salleh@planmembersec.com,,Salesforce
370968,,vu kiil,,United States,vunhutruong22000@gmail.com,,Salesforce
10847788,Inactive Investor,Robert Hollmann,,"Kestra Investment Services, LLC Stamford CT 263 Tresser Blvd",,,Salesforce
10895127,Inactive Investor,Brielle Scott,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,brielle.krasner@fmr.com,,Salesforce
371133,,Peter Queensbury,,United States,peteq22@zoho.com,,Salesforce
10854317,Inactive Investor,Barrett Norris,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,norrisb@ceteranetworks.com,,Salesforce
9615300,,Gang san An,,,mightygs94@gmail.com,,List import
11114667,Inactive Investor,David Whitfield,Financial Advisor,"Osaic Wealth, Inc. Mishawaka IN Private Residence",dwhitfield@osaicwealth.com,,Salesforce
11066169,Inactive Investor,Paul Brown,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Jacksonville FL 50 N Laura St,paul.w.brown@morganstanley.com,,Salesforce
5184451,,Daniel Angel,,,dangelutsa@gmail.com,,
11146303,Inactive Investor,Thomas Burdg,Chief Compliance Officer;President,"TBCPA, Inc.",,,Salesforce
9628571,,Allison S,,,spinelli.allison@gmail.com,,List import
10890953,Inactive Investor,David Shapiro,Chief Compliance Officer;Managing Member;President,"Peak Investment Coaching, LLC",david@peakinvestmentcoaching.com,,Salesforce
10618318,,Robert Brown,,,bob.brown@ubs.com,,List Import
10898644,Inactive Investor,Matthew Raskin,,Deutsche Bank Securities Inc.,,,Salesforce
11102808,Inactive Investor,Robert Kwiat,Associate,Edward Jones New Castle PA 26 Nesbitt Rd,,,Salesforce
10774339,Inactive Investor,Melody Harris,Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,melody.harris@morganstanley.com,,Salesforce
10790993,Inactive Investor,Stephen Boggs,Advisor,Robert W. Baird & Co. Incorporated Columbus IN 380 Plaza Dr,sboggs@rwbaird.com,,Salesforce
10839540,Inactive Investor,Walter Maasch,Financial Advisor,"Ameriprise Financial Services, LLC Greeley CO 1711 61st Ave",jade.maasch@ampf.com,,Salesforce
11006097,Inactive Investor,Milton Dejesus,,PFS Investments Inc. Guaynabo 2do Pisc Camino Alejandrino,mdejesus@primerica.com,,Salesforce
10776900,Inactive Investor,E Jalenak,Chairman;Director;Investment Committee;Senior Wealth Strategist;Shareholder,Legacy Wealth Management Inc,ejalenak@legacywealth.com,,Salesforce
10811044,Inactive Investor,Debbie Scallions,,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",debra.dotson@wellsfargoadvisors.com,,Salesforce
10779312,Inactive Investor,David Tipton,Financial Advisor,Oppenheimer & Co. Inc. Leawood KS 10601 Mission Rd,dave.tipton@opco.com,,Salesforce
11052209,Inactive Investor,Christopher Kearns,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",ckearns@firstcommand.com,,Salesforce
11023170,Inactive Investor,Paul Cockman,,"Wells Fargo Advisors Financial Network, LLC Saint Petersburg FL 5501 Central Ave",paul.cockman@wfafinet.com,,Salesforce
11010264,Inactive Investor,Elizabeth Bailey,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
11056988,Inactive Investor,James Sargent,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,james.sargent@primerica.com,,Salesforce
10941659,Inactive Investor,Slater Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9565836,,A Agrawal,,,amit.agrawal@wfa.com,,List import
11067535,Inactive Investor,Ashley Cruse,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ashley.averitte@fidelity.com,,Salesforce
10972519,Inactive Investor,Brett Weston,Financial Advisor,"Medicus Wealth Planning, Inc. Las Vegas NV Private Residence",brett@medicuswp.com,,Salesforce
9595545,,Susana Mendaro,,,mendaro@aol.com,,List import
10849742,Inactive Investor,Daron McMillan,,"Osaic Wealth, Inc. Peoria AZ Private Residence",,,Salesforce
11098556,Inactive Investor,Iuliia Askolia,,J.P. Morgan Securities LLC Conroe TX 347 S Loop 336 W,iuliia.askolia@jpmorgan.com,,Salesforce
9596337,,Jeff Antaya,,,jeff.antaya@plantemoran.com,,List import
10866343,Inactive Investor,Jara Carlson,,"Farmers Financial Solutions, LLC Beatrice NE 230 1 Ct",,,Salesforce
11014942,Inactive Investor,Shantel Washington,,MissionSquare Investment Services,swashington@icmarc.org,,Salesforce
11138545,Inactive Investor,Charles Rahm,,"Maplewood Investments, Inc.",crahm@maplewoodinvestments.com,,Salesforce
9640139,,Per Gullberg,,,per.gullberg@lighthousepartners.com,,List import
10802047,Inactive Investor,Jason Parker,Financial Advisor;Senior Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,jason.s.parker@morganstanley.com,,Salesforce
227391,, -,,[[Unknown]],osipovj@gmail.com,,Advertising
10816459,Inactive Investor,Joel Steichen,,Hilltop Securities Inc. Chicago IL 1 S Wacker Dr,joel.steichen@hilltopsecurities.com,,Salesforce
10901188,Inactive Investor,Timothy Rutt,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 3605 Glenwood Ave",timothy.rutt@ampf.com,,Salesforce
11062585,Inactive Investor,Masihullah Najibullah,Relationship Banker,"Wells Fargo Clearing Services, LLC Burke VA 5703 Burke Centre Pkwy",,,Salesforce
9556204,,David Podber,,,david@moonstoneasset.com,,List import
11041988,Inactive Investor,Rui Li,,J.P. Morgan Securities LLC Chino Hills CA 4200 Chino Hills Pkwy,,,Salesforce
10850182,Inactive Investor,F Hahofer,,LPL Financial LLC Nanuet NY 44 W Rte 59,jeff.hahofer@lpl.com,,Salesforce
10937087,Inactive Investor,Matthew Siener,,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
10884661,Inactive Investor,Daniel Frick,Lead Advisor,FMP Wealth Advisers Lake Charles LA 4841 Ihles Rd,,,Salesforce
9550388,,Stan Scott,,,stanscottiii@gmail.com,,List import
10876137,Inactive Investor,Thomas Joyce,Financial Advisor,"Osaic Wealth, Inc. Glendale AZ 24817 N 37th Ln",tjoyce@osaicwealth.com,,Salesforce
335789,,Kerri Goldsmith,,Hbks Wealth Advisors,kgoldsmith@hbksorce.com,,
6268836,,Mohamed Mecheri,,,mecherimohamed2023@gmail.com,,Web Form Fillout
10763253,Inactive Investor,RosaMaria Oberlin,Senior Investment Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",rosemaria.oberlin@rbc.com,,Salesforce
11105106,Inactive Investor,Nicholas Oakes,Financial Advisor,Edward Jones Sellersburg IN 7117 Hwy 311,nick.oakes@edwardjones.com,,Salesforce
10848172,Inactive Investor,John Roth,Senior Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10950635,Inactive Investor,Catherine Krauter,,Thrivent Investment Management Inc. Kenosha WI Private Residence,catherine.krauter@thrivent.com,,Salesforce
10761290,Inactive Investor,Gregory Murphy,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",gregory_murphy@ml.com,,Salesforce
11201130,Inactive Investor,Peter Wright,Chief Compliance Officer;Owner;President,Wright Asset Management Inc,peter@wrightasset.com,,Salesforce
3099,,Hope Pascucci,Principal,"Rose Grove Capital Management, LLC",hpascucci@rosegrovecapital.com,1-781-304-1600,Database Upload
10961835,Inactive Investor,Patrick Patangan,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10809862,Inactive Investor,Michael Hamilton,Financial Advisor,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",michael.hamilton@wellsfargoadvisors.com,,Salesforce
10759143,Inactive Investor,Timothy Rice,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",timothy_rice@ml.com,,Salesforce
11085217,Inactive Investor,Martin Hegarty,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,martin.hegarty@morganstanley.com,,Salesforce
10841305,Inactive Investor,Kerry Brush,,PNC Investments Canton OH 4978 Everhard Rd NW,kerry.brush@pnc.com,,Salesforce
9570938,,Thomas Fitzgerald,,,terry.fitzgerald@longbowcap.com,,List import
9600951,,Andrew Bellamah,,,ab@bnbinc.com,,List import
9581482,,Stephen Gustman,,,steve.gustman@voya.com,,List import
10907031,Inactive Investor,Erick Linhart,,The Huntington Investment Company Woodville OH 130 W Main St,erick.linhart@huntington.com,,Salesforce
10558208,,Diego Moroño Cores,,,diego.morono03@gmail.com,,Web Form Fillout
10920298,Inactive Investor,Sam Wofford,,State Farm VP Management Corp. Baton Rouge LA 2959 Oneal Ln,beau.wofford.j9b7@statefarm.com,,Salesforce
11157796,Inactive Investor,Ralph Schroeder,,"Osaic Wealth, Inc. Spring TX 10001 Woodloch Forest Dr",,,Salesforce
11221376,,Deanna Adams,,,deannaa@quincycass.com,,List Import
191244,,James Snyder,,Executive Wealth Counselors,jsnyder@execwealth.net,(724) 601-6168,
10921670,Inactive Investor,Amy Wilken,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10935384,Inactive Investor,Daniel Lobb,Senior Investment Manager;Team Manager,Creative Planning,daniel.lobb@creativeplanning.com,,Salesforce
10818893,Inactive Investor,Robin Chavez,,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,,,Salesforce
10793876,Inactive Investor,Anton Hammock,Financial Advisor,"Osaic Wealth, Inc. Vienna VA 8607 Westwood Center Dr",,,Salesforce
97635,,Charles Hejny,,Newe,chejny@new.de.com,9202467171,Organic Search
10924823,Inactive Investor,Bradley Harrison,,B. Riley Wealth Management Red Bank NJ 210 Broad St,bharrison@brileywealth.com,,Salesforce
10656971,,Elzbieta Vosnos,,,elizabeth.zajicek@53.com,,List Import
11098157,Inactive Investor,Ryan Schaefer,,"Bankers Life Securities, Inc. Saint Cloud MN 3400 1st St N",ryan.schaefer@bankerslife.com,,Salesforce
10849253,Inactive Investor,Daniel Megnin,Financial Advisor,"Equitable Advisors, LLC Cherry Hills Village CO Private Residence",daniel.megnin@equitable.com,,Salesforce
11206345,Inactive Investor,Westin Tucker,Financial Advisor,Edward Jones Lubbock TX 6914 82nd St,westin.tucker@edwardjones.com,,Salesforce
11069083,Inactive Investor,Jerome Ortega,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",jerome.ortega@nm.com,,Salesforce
44861,,Timothy Hart,Vice President,"Feldman, Ingardona & Co",thart@feldmaningardona.com,630-663-1800,Manual List Upload
11056880,Inactive Investor,David Desaulniers,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Concord NH 11 S Main St,david.desaulniers@ubs.com,,Salesforce
10929877,Inactive Investor,Thomas Manning,,"Cambridge Investment Research, Inc. North Kingstown RI Private Residence",,,Salesforce
10611279,,Robert Tosetti,Financial Advisor,,bob.tosetti@ampf.com,,List Import
11119056,Inactive Investor,Todd Wessel,Financial Advisor,"Ameriprise Financial Services, LLC Wichita KS 8621 E 21st St N",evan.wessel@ampf.com,,Salesforce
9598534,,Brian Buono,,,buonobriann.007@yahoo.com,,List import
11035433,Inactive Investor,Stephen Hicks,Wealth Advisor,"Buckingham Strategic Wealth, LLC Grand Ledge MI 11973 Sweetwater Dr",shicks@buckinghamgroup.com,,Salesforce
11029369,Inactive Investor,Luis Fandino,President,Alianza Corp. Investment Advisor Weston FL 2700 Glades Cir,,,Salesforce
10883232,Inactive Investor,Christine Tyjeski,Financial Advisor;Senior Financial Advisor,LPL Financial LLC Stevens Point WI 2600 Church St,christy.allar@lpl.com,,Salesforce
225024,,Tim Rice,Co-Founder & Chief Executive Officer,Coinmetrics,tim@coinmetrics.io,(857) 201-3182,Direct
10958674,Inactive Investor,Thomas Tracy,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,thomas.tracy@fmr.com,,Salesforce
224074,,Cindy Fiah,,[Unknown],shanbelew@gmail.com,,Paid Social
11110250,Inactive Investor,Joel Zelie,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",joel.zelie@schwab.com,,Salesforce
7341368,,Julie Phiri,,,julie.phiri1109@gmai.com,,Web form fillout
10922298,Inactive Investor,Louis Summer,,Commonwealth Financial Network Arroyo Grande CA 540 Camino Mercado,lsummer@commonwealth.com,,Salesforce
10986867,Inactive Investor,Paul Abuzalaf,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
11089242,Inactive Investor,James Stevenson,Financial Advisor,Edward Jones Oldsmar FL 300 State St E,james.stevenson@edwardjones.com,,Salesforce
10988745,Inactive Investor,Nicholas Digilio,Securities Supervision Principal,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",nick.digilio@mutualofomaha.com,,Salesforce
11166376,Inactive Investor,Joshua Crader,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,joshuacrader.team@fidelity.com,,Salesforce
11142328,Inactive Investor,Conrad Bailey,,Cetera Financial Specialists LLC Spring Hill FL 5331 Commercial Way,,,Salesforce
10859323,Inactive Investor,Shawn Kennedy,Financial Advisor,"Pruco Securities, LLC. Solon OH 6370 Som Center Rd",shawn.kennedy@prudential.com,,Salesforce
9545797,,Adam Checchi,,,adam@checchicapital.com,,List import
9619910,,J B,,,jennifer.bersamin@valmikicapital.com,,List import
10963021,Inactive Investor,Maloree Kilian,Financial Advisor,Edward Jones Prosser WA 1119 Meade Ave,maloree.kilian@edwardjones.com,,Salesforce
10893396,Inactive Investor,Tracy Mason,,J.P. Morgan Securities LLC Rochester NY 690 Long Pond Rd,tracy.mason@jpmorgan.com,,Salesforce
10925097,Inactive Investor,James Green,,Vanguard Marketing Corporation,james_green@vanguard.com,,Salesforce
10834394,Inactive Investor,Bailey Braswell,Financial Advisor,Edward Jones Diamondhead MS 4313B Leisure Time Dr,bailey.braswell@edwardjones.com,,Salesforce
10791442,Inactive Investor,Richard Scheflow,Financial Advisor,Edward Jones Palatine IL 110 N Brockway St,rich.scheflow@edwardjones.com,,Salesforce
11013876,Inactive Investor,Gabriela Miutescu,,"Raymond James Financial Services, Inc. Annapolis MD 170 Jennifer Rd",gabriela.miutescu@raymondjames.com,,Salesforce
10794718,Inactive Investor,David Greenfield,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11158365,Inactive Investor,Austin Eagan,Associate Financial Advisor,Edward Jones Seattle WA 13540 Lake City Way NE,austin.eagan@edwardjones.com,,Salesforce
212521,,Clement Cauffet,,[Unknown],cryptoccinvestment@gmail.com,,Paid Social
11110378,Inactive Investor,Isaiah Kupualor,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,ikupualor@primerica.com,,Salesforce
10922836,Inactive Investor,David Smith,,"Osaic Wealth, Inc. Mandeville LA 1555 Hwy 59",,,Salesforce
10903477,Inactive Investor,Sharon Ackerman,Financial Advisor,Edward Jones Florence SC 804 2nd Loop Rd,sharon.ackerman@edwardjones.com,,Salesforce
11137138,Inactive Investor,Nicole Fish,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",nikki.fish@nm.com,,Salesforce
10898692,Inactive Investor,Christopher Meadows,,"Empower Financial Services, Inc Northwood OH Private Residence",christopher.meadows@empower.com,,Salesforce
9640304,,Takahiko Suenaga,,,takahiko.suenaga@gci.jp,,List import
11019189,Inactive Investor,Eduardo Fernandez,,J.P. Morgan Securities LLC New York NY 611 Avenue of the Americas,eduardo.fernandez@jpmorgan.com,,Salesforce
11019331,Inactive Investor,Jacob Cristofano,,"Empower Financial Services, Inc",jacob.cristofano@gwrs.com,,Salesforce
10913353,Inactive Investor,Kasey Gahler,Chief Compliance Officer;Financial Advisor;President,Gahler Financial,,,Salesforce
10837866,Inactive Investor,Robert Estrada,,"Equitable Advisors, LLC Fresno CA 575 E Locust Ave",,,Salesforce
10997577,Inactive Investor,Jonny Salmeron,,J.P. Morgan Securities LLC Columbus OH 50 W Wilson Bridge Rd,jonny.salmeron@jpmorgan.com,,Salesforce
9644488,,ROBERT eaton,,,rfeaton@yahoo.com,,List import
11177966,Inactive Investor,Sean Brown,Financial Advisor,Edward Jones Fallston MD 2112 Bel Air Rd,sean.brown@edwardjones.com,,Salesforce
39856,,shamim hobdodman,,orion multi services,shamim_82@outlook.com,(045) 000-1044,
9570870,,Lance Cibik,,,lance.cibik@suntrust.com,,List import
10618990,,James Phillips,,,james.phillips@morganstanley.com,,List Import
10801913,Inactive Investor,Christopher Ashe,Associate;Investment Advisor Representative,"Equitable Advisors, LLC Lisle IL 1440 Maple Ave",christopher.ashe@equitable.com,,Salesforce
9562568,,Robert Corbett,,,robert@esquaredasset.com,,List import
10952474,Inactive Investor,Tejal Mehta,,J.P. Morgan Securities LLC Irvine CA 3978 Barranca Pkwy,tejal.mehta@chase.com,,Salesforce
10971017,Inactive Investor,Monica Belaval,Relationship Manager,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
9567334,,Earl McHugh,,,emchugh@massmutual.com,,List import
342726,,Michael Peterson,Senior Vice President,Sei Investments Management Corp,mpeterson@seic.com,610-676-1000,Manual List Upload
345100,,Michael Tom,Principal,Atwob,michael@today2b.com,914-302-3233,Manual List Upload
208010,,Joseph Jandreau,"Advisor, Principal",Investmark Advisory Group Llc,joejandreau@investmark.net,203-953-3777,Manual List Upload
10867665,Inactive Investor,Laura Gardetto,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10889835,Inactive Investor,Jonathan Winter,Chief Compliance Officer;Managing Member;Owner,"Continuum Wealth Strategies, LLC",jwinter@continuumwealthstrategies.com,,Salesforce
10840664,Inactive Investor,Karen Deacy-Russell,Managing Director,Lawrence Russell and Company,,,Salesforce
11154151,Inactive Investor,Christina Bouphavan,Personal Banker,Citigroup Global Markets Inc. New York NY 330 Madison Ave,,,Salesforce
10874141,Inactive Investor,Brett Brooks,Financial Advisor,The Huntington Investment Company Zionsville IN 10925 N Michigan Rd,brett.brooks@huntington.com,,Salesforce
10978892,Inactive Investor,Faisal Almubaslat,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,,,Salesforce
10659941,,Viktoria Popova,,,viktoria.popova@chase.com,,List Import
160804,,Jordan Nisbet,,[Unknown],jor.nisbet@gmail.com,,Paid Social
11260880,Inactive Investor,John Merullo,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
11017800,Inactive Investor,Fatima Ortiz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",fatima.sosaortiz@ml.com,,Salesforce
118202,,Stephen Sloan,,"Securities America Advisors, Inc.",stephen.sloan@securitiesamerica.com,,
10923433,Inactive Investor,Preston Krueger,Director,"Pamela Krueger and Company, Inc.",,,Salesforce
11012910,Inactive Investor,Cameron Morgeson,,"Avantax Investment Services, Inc.",,,Salesforce
10855168,Inactive Investor,Patricia Chiappa,Compliance Officer;Office Manager;Shareholder,Spiritus Financial Planning,pat@spiritusfinancial.com,,Salesforce
10950715,Inactive Investor,Yingting Guan,,"RBC Capital Markets, LLC Los Angeles CA 2049 Century Park E",,,Salesforce
238836,,jl.njemba@cci-ch-stp.com Njemba,,[Unknown],jl.njemba@cci-ch-stp.com,,
9619990,,wu jay,,,dcnaams@qq.com,,List import
10911637,Inactive Investor,Aldane Rookwood,,"PHX Financial, Inc.",arookwood@phoenixinc.com,,Salesforce
9640279,,Tamela Miller-Carlson,,,tcarlson@collegefund.org,,List import
240305,,MAKINO MASATO,,[Unknown],19671227ryo@gmail.com,,Direct
11070327,Inactive Investor,Malvern Ngoh,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11188491,Inactive Investor,Kin Hung Chan,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,,,Salesforce
11167041,Inactive Investor,Amir Enayati Shariat Panahi,Senior Vice President;Wealth Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
11021689,Inactive Investor,Gregory Zinselmeier,,"Kestra Investment Services, LLC Saint Charles MO 365 Clarendon Ln",,,Salesforce
10767364,Inactive Investor,Stephanie Shelton,Assistant Vice President;Financial Advisor;Senior Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",stephanie.shelton@ml.com,,Salesforce
9633522,,Andrew Hodges,,,hodgeslegacyresearchgroup@gmail.com,,List import
9553358,,Kenichi Shoji,"Chartered Financial Analyst, Chief Investment Officer, Managing Director","View Capital RIA, LP",kshoji@view-cap.com,,List Import
10802100,Inactive Investor,Laura Snyder,Private Client Associate,Janney Montgomery Scott LLC Cockeysville MD 40 Wight Ave,lsnyder@janney.com,,Salesforce
11076245,Inactive Investor,William Davis,,State Farm VP Management Corp. Las Vegas NV 3277 E Warm Springs Rd,bill.davis.mo4i@statefarm.com,,Salesforce
240551,,Flakes Malcolm,,[Unknown],kgm3investments@gmail.com,,Event
9612187,,James Schaeffer,,,jschaeffer@aegonusa.com,,List import
224573,,Rodrigo Zúñiga,,Rodrigo ZÃºÃ±iga,rzunigar@gmail.com,,Direct
11097648,Inactive Investor,Diana Blackburn,,"Avantax Investment Services, Inc. Blanco TX 367 Panchos Trl",,,Salesforce
9603855,,NICOLA WHITE,,,nicola.white@b2c2.com,,List import
9589279,,Jessica Ginsberg,,,jessica@lfmcapital.com,,List import
9639566,,Laurie Komatsu,,,laurie.komatsu@uhfoundation.org,,List import
11219377,,Judith Havard,,,judy@yhbia.com,,Other
10858663,Inactive Investor,John Keyes,Senior Financial Advisor,"Guardian Wealth Advisors, LLC",jkeyes@guardian-wealth.com,,Salesforce
10917765,Inactive Investor,Scott Zeimet,,State Farm VP Management Corp.,scottzeimet@statefarm.com,,Salesforce
11194413,Inactive Investor,Daniel Bonder,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
10997315,Inactive Investor,Adam Peterson,,J.P. Morgan Securities LLC Farmington CT 782 Farmington Ave,adam.peterson@jpmorgan.com,,Salesforce
10955128,Inactive Investor,Jason Cayetano,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",jason.cayetano@equitable.com,,Salesforce
10982383,Inactive Investor,Dustin Looper,,Cetera Investment Services LLC Bardstown KY 100 Kelly Dr,,,Salesforce
9557000,,Steve Saretsky,,,saretsky91@gmail.com,,List import
9585019,,Michael Freeman,Investment Advisor,Fisher Investments,m.freeman@fi.com,,List import
11110205,Inactive Investor,Sean O'Connor,Director;Wealth Advisor,Corient Austin TX Private Residence,,,Salesforce
10962364,Inactive Investor,Tyler Ehninger,,"Osaic Wealth, Inc. South Jordan UT 10610 S Jordan Gtwy",,,Salesforce
11183901,Inactive Investor,Sandra Mew-McRoberts,,"Osaic Wealth, Inc. Kailua HI 407 Uluniu St",smew-mcroberts@royalaa.com,,Salesforce
5378596,,Michael Meredith,,,mike.meredith16977@gmail.com,,Web Form Fillout
11187232,Inactive Investor,Aaron Green,,State Farm VP Management Corp. Richardson TX 1415 State St,aarongreen@statefarm.com,,Salesforce
11167192,Inactive Investor,Maria Botelho,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10565535,,Alexsander Grageda,,,alexsandergragedaf4@gmail.com,,Web form fillout
9646418,,Jean-Philippe Cloutier,,,jpcloutierdd@gmail.com,,List import
10990088,Inactive Investor,Matthew Cecala,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",matthew.cecala@nm.com,,Salesforce
10822247,Inactive Investor,Peter Heegaard,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",peter.a.heegaard@wellsfargo.com,,Salesforce
9612021,,William Norse,,,bnorse713@msn.com,,List import
235002,, -,,[[Unknown]],frankanderer@comcast.net,,
10918809,Inactive Investor,Alex Reinhard,,"Northwestern Mutual Investment Services, LLC Peru IN 71 W Main St",alex.reinhard@nm.com,,Salesforce
10855137,Inactive Investor,Steven Lindgren,Chief Investment Officer;Partner,Crown Wealth Group LLC,steve@crownwealthgroup.com,,Salesforce
9596011,,Benjamin Sevcik,,,bsevcik@forumfin.com,,List import
11192397,Inactive Investor,Hannah Scheps,Wealth Management Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,hannah.scheps@morganstanley.com,,Salesforce
10863092,Inactive Investor,David Fletcher,Financial Advisor,Edward Jones Olathe KS 12710 S Pflumm Rd,david.fletcher@edwardjones.com,,Salesforce
11198713,Inactive Investor,Emily Koelpien,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11255523,Inactive Investor,Robert Stiles,Co-Founder;Owner,"Aurdan Capital Management, LLC Chesterbrook PA 1550 Liberty Ridge Dr",,,Salesforce
10805563,Inactive Investor,Michael Harris,Financial Advisor,Edward Jones Altoona PA 3509 6th Ave,michael.harris@edwardjones.com,,Salesforce
11112636,Inactive Investor,Fallon Brungardt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10883261,Inactive Investor,Sandra Russ,,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,sruss@commonwealth.com,,Salesforce
10494380,,Eric McMahan,Chief Compliance Officer,Integrity Financial Group,ericmcmahan@ifgtx.com,817-484-4814,List Import
10646632,,Kevin Cross,,,kcross@rwbaird.com,,List Import
11109596,Inactive Investor,Logan Palmer,Financial Advisor,Edward Jones Hereford TX 436 Schley Ave,logan.palmer@edwardjones.com,,Salesforce
11054760,Inactive Investor,Jeffrey Terao,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,jeffrey.terao@morganstanley.com,,Salesforce
10885139,Inactive Investor,Abel Pirozko,,J.P. Morgan Securities LLC Fullerton CA 3334 Yorba Linda Blvd,abel.pirozko@jpmorgan.com,,Salesforce
10603744,,Kristen Griffin,Head - Global Investment Solutions,UBS Financial Services Inc.,kristen.griffin@ubs.com,,List Import
10914676,Inactive Investor,Alexander Perez,,Evercore Group L.L.C.,,,Salesforce
11025322,Inactive Investor,Trevor Stiefvater,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,,,Salesforce
10885268,Inactive Investor,Michelle Hipskind,Financial Advisor,SYM Financial Advisors Fort Wayne IN 7030 Pointe Inverness Way,mhipskind@sym.com,,Salesforce
10790265,Inactive Investor,Gary Weimer,,"Brooklight Place Securities, Inc. Lombard IL Private Residence",gweimer@bpsecinc.com,,Salesforce
11196688,Inactive Investor,Robert Lowke,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",scott.lowke@captrustadvisors.com,,Salesforce
10972882,Inactive Investor,Yesenia Delgado,,Cetera Investment Services LLC Oak Brook IL 1220 Kensington Rd,,,Salesforce
11033076,Inactive Investor,Kirsten Robinson,Senior Financial Associate,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",kirsten.robinson@rbc.com,,Salesforce
9583888,,Michael Ruff,,,mike.ruff@securitiesamerica.com,,List import
11104802,Inactive Investor,Mark Nowinski,Financial Professional,"Equitable Advisors, LLC Harrison Township MI Private Residence",mark.nowinski@equitable.com,,Salesforce
9586261,,Shahzaib Jahangir,,,shahzaib7807@gmail.com,,List import
10996423,Inactive Investor,Christopher Chapman,Chief - Staff;Chief Compliance Officer;Director - Operations,Ark Wealth Management Austin TX 3520 Executive Center Dr,cchapman@arkfinancial.com,,Salesforce
9542964,,Richard Rodriguez,,,richardrodriguez@financialguide.com,,List import
10943039,Inactive Investor,Janar Milligan,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,janar_milligan@vanguard.com,,Salesforce
11149740,Inactive Investor,Ranee Kent,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10819234,Inactive Investor,Robert Riffe,Financial Advisor,Edward Jones Huntingtown MD 3920 Old Town Rd,rob.riffe@edwardjones.com,,Salesforce
11186760,Inactive Investor,Sara Bergida,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,sara.bergida@fmr.com,,Salesforce
11079052,Inactive Investor,Matthew Schlett,Financial Advisor,"Raymond James & Associates, Inc. Paramus NJ 61 S Paramus Rd",matthew.schlett@raymondjames.com,,Salesforce
10882079,Inactive Investor,Michael Moynihan,Financial Advisor,"Signal Securities, Inc.",mmoynihan@signalsecurities.com,,Salesforce
10992782,Inactive Investor,Jessica Gonzalez,,PFS Investments Inc. Miami FL 10300 SW 72nd St,,,Salesforce
11005489,Inactive Investor,Jonathan Soto,,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
10927361,Inactive Investor,Kathryn Shelley,,Goldman Sachs & Co.,,,Salesforce
10755444,Inactive Investor,Hope Klein-Andino,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",hope_klein@ml.com,,Salesforce
11131120,Inactive Investor,Nathan Schiffer,Financial Advisor,"Wells Fargo Clearing Services, LLC Stockton CA 10614 Trinity Pkwy",nathan.schiffer@wellsfargoadvisors.com,,Salesforce
10934234,Inactive Investor,Amanda Valenti,Associate Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,,,Salesforce
9845058,,Ait abdenaim Mohamed,,,anirr57@gmail.com,,Web Form Fillout
227288,, -,,[[Unknown]],bondtimothy1990@gmail.com,,
9617491,,Dionisis Kontoulis,,,dionisiskon@yahoo.com,,List import
11230341,Inactive Investor,Aaron Bouplon,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,ajbouplon@ft.newyorklife.com,,Salesforce
10810825,Inactive Investor,Bret Glover,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",bret.a.glover@ampf.com,,Salesforce
10849495,Inactive Investor,Michael Haley,,LPL Financial LLC Pittsburgh PA 11 Stanwix St,michael.haley@lpl.com,,Salesforce
10881015,Inactive Investor,Grover Musser,Wealth Consultant,AdamsBrown Wealth Consultants LLC,,,Salesforce
296,,,,,carloss250@terra.com.br,,
7086260,,Louis Smith,,,rewax41255@rolenot.com,,Web Form Fillout
10953963,Inactive Investor,Jennifer Dykes,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",jennifer.w.dykes@ml.com,,Salesforce
11194971,Inactive Investor,James Spell,,"Osaic Wealth, Inc. Ocala FL Private Residence",,,Salesforce
10910722,Inactive Investor,Gerald Shaw,,Forefront,,,Salesforce
9643592,,Oswin McKenzie,,,oswino@msn.com,,List import
235706,, -,,[[Unknown]],mjp684@gmail.com,,
10864765,Inactive Investor,Haoyang Cui,,Citigroup Global Markets Inc.,,,Salesforce
10885818,Inactive Investor,Glenn McLain,Financial Advisor,Edward Jones Fremont MI 37 E Main St,glenn.mclain@edwardjones.com,,Salesforce
10987274,Inactive Investor,Guillermo Londono,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,glondono@primerica.com,,Salesforce
205754,,Saddam Febrian,,Indonesia,saddamfebrian15@yahoo.com,,
10961845,Inactive Investor,Caleb Grounds,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11096372,Inactive Investor,Joseph Carter,Financial Advisor,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",trey.carter@wellsfargoadvisors.com,,Salesforce
10884270,Inactive Investor,Shane Hanson,Chief Compliance Officer;Chief Executive Officer;Chief Fiduciary Officer;Managing Member;President,Freedom Fiduciaries LLC,shane@freedomfiduciaries.com,,Salesforce
10771327,Inactive Investor,Ching Huang,,"Osaic FS, Inc. Dallas TX 18333 Preston Rd",,,Salesforce
11125157,Inactive Investor,Daniella Maag,,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",,,Salesforce
11102936,Inactive Investor,Christian Hofbauer,,PFS Investments Inc. Urbandale IA 3220 100th St,chofbauer@primerica.com,,Salesforce
9565517,,lu song,,,1327265959@qq.com,,List import
10871286,Inactive Investor,Brandon Lovell,Financial Advisor,Edward Jones Lake Jackson TX 115 N Dixie Dr,brandon.lovell@edwardjones.com,,Salesforce
10944674,Inactive Investor,Joelle Walker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",joelle.mateola@ml.com,,Salesforce
11218375,,Madelyn Kerr,,,madelyn.kerr@jpmorgan.com,,List Import
11190204,Inactive Investor,Tom Laskaris,,Janney Montgomery Scott LLC Grosse Pointe MI 112 Kercheval Ave,tlaskaris@janney.com,,Salesforce
10647441,,Marilyn Anstey,,,marilyn.anstey@tiaa.org,,List Import
11195868,Inactive Investor,David Holmes,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",david.k.holmes@ml.com,,Salesforce
9570885,,Michael Hisler,,,mhisler@cerberuscapital.com,,List import
11184329,Inactive Investor,Trent Fischer,Financial Associate,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",trent.fischer@thrivent.com,,Salesforce
10826467,Inactive Investor,Brian Jeffries,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",brian.jeffries@wellsfargoadvisors.com,,Salesforce
10489408,,Dawn Parks,Financial Advisor,Avantax Advisory Services Plano TX 4324 Mapleshade Ln,freakinacage001@yahoo.com,,List Import
11146777,Inactive Investor,Arthur McKee,,PFS Investments Inc. Nashua NH 154 Broad St,arthur.mckee@primerica.com,,Salesforce
11005480,Inactive Investor,Amira Jibrine,Regional Vice President,MM Ascend Life Investor Services LLC Newport Beach CA Private Residence,,,Salesforce
10843284,Inactive Investor,Peter Kettle,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",peter.kettle@ampf.com,,Salesforce
9597357,,Clint Camua,,,ccamua@epwealth.com,,List import
246286,,Not Provided,,NYS Dept. of Financial Services,aaron.salerno@dfs.ny.gov,,Manual List Upload
10930759,Inactive Investor,Michael Merrick,Financial Advisor,GWN Securities Inc. Natick MA Private Residence,mmerrick@gwnsecurities.com,,Salesforce
10876751,Inactive Investor,Nathan Schapiro,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11205754,Inactive Investor,Harry Horn,,"Osaic FA, Inc. Berwyn PA 850 Cassatt Rd",harry.horn@lfg.com,,Salesforce
11145856,Inactive Investor,Heather Berry,Associate Vice President;Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,heather.berry@morganstanley.com,,Salesforce
10929004,Inactive Investor,Azlynn Osborne,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10853852,Inactive Investor,Richard Horner,,Atlantis Wealth Advisors LLC Elkhart IN 2300 Middlebury St,,,Salesforce
10998965,Inactive Investor,Carson Willingham,Financial Advisor,Edward Jones Kennewick WA 1020 N Center Pkwy,carson.willingham@edwardjones.com,,Salesforce
10775494,Inactive Investor,Yanin Salgado,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",yanin.salgado@truist.com,,Salesforce
10929177,Inactive Investor,Beatriz Quezada,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,beatriz.quezada.my27@statefarm.com,,Salesforce
9586395,,Chandler Hill,,,chandlerasuhill@yahoo.com,,List import
11222386,,Douglas Bambeck,,,dbambeck@commonwealth.com,,List Import
11167785,Inactive Investor,Felipe Garza,,Alpaca Securities LLC,felipe.garza@alpaca.markets,,Salesforce
9581299,,Gary Shedlin,,,gshedlin@blackrock.com,,List import
11025310,Inactive Investor,Lorraine Buck,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,lbuck@ft.newyorklife.com,,Salesforce
237768,, -,,[[Unknown]],moonrod@msn.com,,Content
10777004,Inactive Investor,Nelson Potter,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,nelson.potter@morganstanley.com,,Salesforce
9638955,,Jim DeMint,,,jim.demint@heritage.org,,List import
10909287,Inactive Investor,Clifford Brown,Senior Vice President - Wealth Management,Evesham Capital Management,,,Salesforce
9542406,,Avinash Thakur,,,avinashthakur739@gmail.com,,List import
10970130,Inactive Investor,Levi Turner,,"Cambridge Investment Research, Inc. Omaha NE 1123 S 80th St",,,Salesforce
10926200,Inactive Investor,Davis Jones,,Cetera Advisors LLC Lubbock TX 12513 Quaker Ave,davis.jones@ceteraadvisors.com,,Salesforce
9606309,,Sangho Cho,,,whtkdgh7777@gmail.com,,List import
11122234,Inactive Investor,Sandra Rij,,J.P. Morgan Securities LLC San Diego CA 16861 Bernardo Center Dr,sandra.rij@jpmorgan.com,,Salesforce
10954891,Inactive Investor,Nathan Torgerson,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",nathan.torgerson@nm.com,,Salesforce
10489186,,Robert Burns,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 5015 Eldorado Pkwy",robert.l.burns@wellsfargo.com,214-872-1636,List Import
10991373,Inactive Investor,Michael Pontillo,,LPL Financial LLC Merrick NY Private Residence,michael.pontillo@lpl.com,,Salesforce
11150605,Inactive Investor,Brock Pompeani,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
9625522,,john sha,,,jonathan@heroicco.com,,List import
10827595,Inactive Investor,Anthony DiDonato,Branch Manager;Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,,,Salesforce
333911,,Robert Boucai,Limited Partner,Newbrook Capital Advisors Lp,rboucai@newbrookcapital.com,212-916-8965,Manual List Upload
11233669,Inactive Investor,Dinesh Kaushik,,Fidelity Brokerage Services LLC,,,Salesforce
10489724,,Holly Pace,Operations Manager,"Raymond James Financial Services Advisors, Inc Plano TX 5550 Granite Pkwy",holly.pace@raymondjames.com,,List Import
11195312,Inactive Investor,Rebecca Warren,,"Moloney Securities Co., Inc. Mesa AZ 1104 W Meseto Ave",rwarren@moseco.com,,Salesforce
10904140,Inactive Investor,Kyle Flinton,,"Raymond James Financial Services, Inc. Colorado Springs CO 660 Southpointe Ct",,,Salesforce
10768760,Inactive Investor,Christina Bresnan,Chief Compliance Officer;Manager - Investment Advisory Services,Trumbower Financial Advisors LLC,,,Salesforce
10917926,Inactive Investor,Cheri Landoyer,,Fidelity Brokerage Services LLC,,,Salesforce
11144001,Inactive Investor,Daniel Rentmeester,,"Private Client Services, LLC Green Bay WI 111 N Washington St",,,Salesforce
10896672,Inactive Investor,William Smith,,"IFG Advisory, LLC Natchez MS 807 Main St",,,Salesforce
335799,,Melissa Wendt,,Horizon Investments Llc,mwendt@horizoninvestments.com,,
11202961,Inactive Investor,George Kegerreis,Investment Advisor Representative,Zimmermann Investment Management & Planning LLC,gkeg@zimllc.com,,Salesforce
10952223,Inactive Investor,Shawn Block,,Briggs Financial Inc.,,,Salesforce
10873247,Inactive Investor,Shandon Gelbaugh,Chief Compliance Officer;Co-Founder;Managing Partner;President,"Arca Archa, LLC Blue Bell PA Private Residence",shandon@arcaarcha.com,,Salesforce
11197686,Inactive Investor,Stephen Goldstein,,Vanguard Marketing Corporation,stephen_goldstein@vanguard.com,,Salesforce
11057584,Inactive Investor,Bradley Catherman,President,"Granite Financial Advisors, Inc.",,,Salesforce
11016858,Inactive Investor,Jacob Hicks,Financial Advisor,"VALIC Financial Advisors, Inc. Knoxville TN 9041 Executive Park Dr",,,Salesforce
234475,, -,,[[Unknown]],danielleitner-invest@gmx.at,,
11027331,Inactive Investor,Kevin Campbell,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,,,Salesforce
10858015,Inactive Investor,Scott Showers,,"J.W. Cole Financial, Inc. Ithaca MI 128 S Pine River St",,,Salesforce
11189190,Inactive Investor,Michael Hanson,,J.P. Morgan Securities LLC San Marino CA 2270 Huntington Dr,michael.hanson@chase.com,,Salesforce
10873489,Inactive Investor,David Rubin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",david.rubin@ml.com,,Salesforce
11206220,Inactive Investor,Lisandra Slavik,,"Truist Investment Services, Inc. Naples FL 801 Laurel Oak Dr",lisandra.slavik@truist.com,,Salesforce
10991400,Inactive Investor,Nikolas Pineider,,"Avantax Investment Services, Inc. Southlake TX 2241 E Continental Blvd",,,Salesforce
11012230,Inactive Investor,Stephen Victore,,NYLIFE Securities LLC New York NY 285 Fulton St,svictore@ft.newyorklife.com,,Salesforce
11128792,Inactive Investor,Erik Perez,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,erik.perez@primerica.com,,Salesforce
10858115,Inactive Investor,George Brown,,"Raymond James Financial Services, Inc. Albany NY 100 Great Oaks Blvd",george.brown@raymondjames.com,,Salesforce
10788160,Inactive Investor,Bradley Repinsky,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,bradley.repinsky@fidelity.com,,Salesforce
11155750,Inactive Investor,Allison Becker,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Litchfield CT 7 North St",allison.becker@ampf.com,,Salesforce
11146261,Inactive Investor,Glen Henry,,"Cambridge Investment Research, Inc. Cedar Falls IA 600 State St",,,Salesforce
11050882,Inactive Investor,Stephen Freund,,Nicol Investors Corporation,sfreund@nicolfinancial.com,,Salesforce
9594073,,Chad Ernzen,,,cernzen@financialengines.com,,List import
8989422,,William Wagner,,,willi4mwagner@gmail.com,0616862643,Web form fillout
7305030,,Andrew Payne,,,knicks17@verizon.net,,Web Form Fillout
10936879,Inactive Investor,Teressa Ryder,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",taryder@ft.newyorklife.com,,Salesforce
10646454,,Thomas Von Weise,,,tom.vonweise@janus.com,,List Import
11111406,Inactive Investor,Thomas Cardoso,,"Charles Schwab & Co., Inc. San Antonio FL Private Residence",tom.cardoso@schwab.com,,Salesforce
9574275,,Jarod Tocco,,,jarod.tocco@outlook.com,,List import
10998012,Inactive Investor,Troy Strong,Financial Advisor,"CUSO Financial Services, L.P. Austell GA 2760 E West Connector",,,Salesforce
10954835,Inactive Investor,Genesis Martinez,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10657256,,Gitanjali Chopra,,,gitanjali.chopra@jpmorgan.com,,List Import
10868668,Inactive Investor,Gary Rosenthal,,"Raymond James Financial Services, Inc. Salt Lake City UT 2091 E 1300 S",gary.rosenthal@raymondjames.com,,Salesforce
11053194,Inactive Investor,Alexander Burke,Chief Compliance Officer;Financial Advisor;Managing Member;President,Financial Solutions Associates,alex@financialsolutions.net,,Salesforce
10873412,Inactive Investor,Kurt Cassell,,PFS Investments Inc. Aberdeen MD 125 S Philadelphia Blvd,kurt.cassell@primerica.com,,Salesforce
229720,, -,,[[Unknown]],561brig@comcast.net,,Organic Search
9632468,,Cornelia Lerch,,,connyblunt@gmail.com,,List import
11217324,,Alvin Anton,,,alvin.anton@lpl.com,,Other
10926599,Inactive Investor,Averyl Basolo,Financial Advisor,Edward Jones Black Mountain NC 203 Black Mountain Ave,averyl.basolo@edwardjones.com,,Salesforce
9613341,,Rex Leung,,,rexleungkt@gmail.com,,List import
10835901,Inactive Investor,Robert Drida,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,robert.drida@ubs.com,,Salesforce
10875258,Inactive Investor,Anthony Barone,,PFS Investments Inc. Lisle IL 3030 Warrenville Rd,anthony.barone@primerica.com,,Salesforce
9638930,,John Eberle,,,jeberle@cfgcr.org,,List import
6919314,,KOLOMA TOI,,,nooyldhyiv@eurokool.com,,Web Form Fillout
11089682,Inactive Investor,Karen Gyorgy,,J.P. Morgan Securities LLC Helena MT 3115 N Montana Ave,,,Salesforce
206669,,Trevor smith,,tswireless,tswirelessllc@gmail.com,(480) 480-4829,
11177197,Inactive Investor,Robert Kassel,,"Centaurus Financial, Inc. Las Vegas NV Private Residence",,,Salesforce
11232696,Inactive Investor,Clay Baker,,"Allstate Financial Services, LLC Prosper TX 301 S Coleman St",,,Salesforce
341366,,Evan Woollacott,Director,"Hooker & Holcombe Investment Advisors, Inc.",ewoollacott@hhconsultants.com,860-521-8400,Manual List Upload
11132507,Inactive Investor,Jacob Steingrubey,Financial Advisor;Financial Planner,Krilogy,,,Salesforce
11173748,Inactive Investor,Gareth Kaneshiro,Financial Advisor,Edward Jones Aiea HI 98-027 Hekaha St,gareth.kaneshiro@edwardjones.com,,Salesforce
9558955,,Brenda Gentry,,,mimiimani@yahoo.com,,List import
9614142,,eric ahn,,,ericahnus@gmail.com,,List import
11097588,Inactive Investor,James Taylor,Chief Financial Officer,Constellation Wealth Advisors,taylor@constellation-wealth.com,,Salesforce
11222473,,Jeff McCracken,,,jeffm@efsadvisors.com,,List import
10970850,Inactive Investor,Nathan Amos,,Thrivent Investment Management Inc. Fort Lauderdale FL 1401 E Broward Blvd,nathan.amos@thrivent.com,,Salesforce
11233521,Inactive Investor,Tyler Jones,,"Ameriprise Financial Services, LLC Emmetsburg IA 1005 Broadway St",tyler.jones@ampf.com,,Salesforce
10864564,Inactive Investor,Philip Brown,Financial Advisor,LPL Financial LLC Delta CO 1721 Hwy 50,,,Salesforce
11016795,Inactive Investor,Jonathan Santelli,Executive Vice President;General Counsel;Secretary,"Raymond James & Associates, Inc.",jonathan.santelli@raymondjames.com,,Salesforce
9550754,,Charles Etheredge,,,etheredgedmd@hotmail.com,,List import
11238059,Inactive Investor,Michael Heller,,"Vanguard Advisers, Inc.",mheller@vanguard.com,,Salesforce
10793097,Inactive Investor,Jonathan Meaney,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",jonathan.meaney@raymondjames.com,,Salesforce
9638678,,Michael McClamroch,,,mmcclamroch@etf.org,,List import
9626634,,Karl Garcia,,,kgarcia10@hotmail.com,,List import
11138958,Inactive Investor,Taylor Miller,,LPL Financial LLC Houston TX 1717 West Loop S,,,Salesforce
11206505,Inactive Investor,Vincent Padilla,Wealth Advisor,LPL Financial LLC Houston TX 9630 Westheimer Rd,vincent.padilla@lpl.com,,Salesforce
10813473,Inactive Investor,Eric Wright,,LPL Financial LLC,,,Salesforce
11012779,Inactive Investor,Ying Ye,,"Allstate Financial Services, LLC Fresh Meadows NY 6927 164th St",yingye@allstate.com,,Salesforce
10880659,Inactive Investor,Cathy Sink,,"Allstate Financial Services, LLC Fort Myers FL 13111 Paul J Doherty Pkwy",,,Salesforce
11075518,Inactive Investor,Drew Harvey,Financial Advisor,Public Safety Financial/Galloway,drew@galloway911.com,,Salesforce
10844554,Inactive Investor,Paul Simpson,Vice Chairman,Woodstock Corporation,psimpson@woodstockcorp.com,,Salesforce
9567475,,Eric Cannon,,,cannoncapital@gmail.com,,List import
10775289,Inactive Investor,Thomas Wielgus,Financial Advisor,LPL Financial LLC Bothell WA 16300 Mill Creek Blvd,thomas.wielgus@lpl.com,,Salesforce
10761449,Inactive Investor,Stephen Hudacek,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",,,Salesforce
10443690,,Erik Larson,,,hxc4ever@yahoo.com,,Web form fillout
9584333,,James Wiley,,,jwiley@wealthenhancement.com,,List import
11000232,Inactive Investor,Michael Giron,,Cetera Advisor Networks LLC,,,Salesforce
10761649,Inactive Investor,Steven Wellins,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",steven.wellins@wellsfargoadvisors.com,,Salesforce
11012237,Inactive Investor,Linda Morey,,LPL Financial LLC Bedford NH 165 S River Rd,linda.morey@lpl.com,,Salesforce
9554936,,Roland Lim,,,rl2604@yahoo.com,,
10604415,,Randy Latourelle,Investment Executive,FELTL AND COMPANY,rllatourelle@feltl.com,9522493106,List Import
10505204,,Shanée-Leigh Greaves,Trader,VM Wealth Management,shanee-leigh.greaves@myvmgroup.com,8763812113,List Import
11045542,Inactive Investor,Timothy Dalton,,"Parkland Securities, LLC Glassboro NJ Private Residence",tdalton@parklandrep.com,,Salesforce
11172690,Inactive Investor,Harry Parker,,"M. E. Allison & Co., Inc.",hparker@meallison.com,,Salesforce
11039680,Inactive Investor,Kent Nielsen,,"Transamerica Financial Advisors, Inc Logan UT 917 W 600 N",kent.nielsen@tfaconnect.com,,Salesforce
52755,,Jaime Samudio,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",jaime.samudio@transamerica.com,720-933-1445,
11136433,Inactive Investor,Karen Sheehan-Brey,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,karen_sheehanbrey@vanguard.com,,Salesforce
9584208,,LELAND Moore,,,lrmbpm@yahoo.com,,List import
9590409,,Michael Lorch,,,mlorch@northpeakcapital.com,,List import
11010872,Inactive Investor,David Carson,,"Transamerica Financial Advisors, Inc Houston TX 13831 Northwest Fwy",,,Salesforce
11129126,Inactive Investor,Vincent Sherry,,Portsmouth Financial Services,vsherry@portsmouthfinancial.com,,Salesforce
5198428,,Eniola Ore,,,careercentersa@gatech.edu,,Web Form Fillout
10757979,Inactive Investor,Ellen Birdwell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",ellen_birdwell@ml.com,,Salesforce
10904179,Inactive Investor,Dennis Hein,,"Centaurus Financial, Inc. Longmont CO 1155 S Main St",,,Salesforce
9556892,,Honey Motwani,,,motwanih149@gmail.com,,List import
11069059,Inactive Investor,Michael Sforza,Training Financial Advisor,UBS Financial Services Inc. Nashville TN 315 Deaderick St,,,Salesforce
140275,,Thomas Shaughnessy,,"MML Investors Services, LLC",tjshaughnessy@financialguide.com,617-439-4389,
11196659,Inactive Investor,Chad Kellogg,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",chad.kellogg@cunamutual.com,,Salesforce
11168901,Inactive Investor,Bruce Chappell,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
10980243,Inactive Investor,Ricky Thorson,,The Huntington Investment Company Minneapolis MN 15525 34th Ave N,ricky.thorson@huntington.com,,Salesforce
10764186,Inactive Investor,Theodore Durante,Senior Marketing Specialist;Vice President,"World Investments, Inc. Forked River NJ 639 Lacey Rd",tdurante@tfsweb.com,,Salesforce
11167521,Inactive Investor,Shawn Bedford,Relationship Manager,"Principal Securities, Inc. Blackwood NJ Private Residence",bedford.shawn@principal.com,,Salesforce
10956699,Inactive Investor,Marcus Hua,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10902990,Inactive Investor,Mandysheauhuei Hickman,,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,mandysheauhuei.hickman@ubs.com,,Salesforce
11188913,Inactive Investor,Mira Shulman,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,mira.shulman@jpmorgan.com,,Salesforce
10767772,Inactive Investor,Diane Finnerty,Director;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,diane.finnerty@morganstanley.com,,Salesforce
11026942,Inactive Investor,Michael McCusker,,"Allstate Financial Services, LLC Philadelphia PA 7975 Oxford Ave",michaelmccusker@allstate.com,,Salesforce
11039754,Inactive Investor,James Frayard,,UBS Financial Services Inc. Lafayette LA 201 Settlers Trace Blvd,james.frayard@ubs.com,,Salesforce
10959608,Inactive Investor,Brian Zusi,Financial Advisor,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",brian.zusi@prudential.com,,Salesforce
10946092,Inactive Investor,Brett Hickman,,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",brett.hickman@raymondjames.com,,Salesforce
10906854,Inactive Investor,Daniel Kuczero,Financial Advisor,"T2 Asset Management, LLC",,,Salesforce
11148675,Inactive Investor,William Malcolm,Financial Advisor,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",,,Salesforce
10611695,,Charles Tramantano,Financial Advisor,,charles.a.tramantano@wellsfargo.com,,List Import
337110,,Lauren Compere,Member,"Boston Common Asset Management, Llc",lcompere@bostoncommonasset.com,617-720-5557,Manual List Upload
11136778,Inactive Investor,Gerald Monahan,,"Avantax Investment Services, Inc. Durham NC Private Residence",,,Salesforce
225052,,Marilyn Arambula,,[Unknown],confidentialesthetics@gmail.com,,Direct
340180,,Scott Juds,Chairman and CSO,[Unknown],scott@merlyn.ai,,Event
11192857,Inactive Investor,Katerina Simonetti Bakh,Portfolio Manager;Private Wealth Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,katerina.simonetti@morganstanley.com,,Salesforce
10645643,,Christopher Denker,,,christopherd@loopcap.com,,List Import
9593039,,Morgan Christen,,,morgan@spinninvest.com,,List import
9560120,,SAJ MacDonald,,,saj@maccapital.global,,List import
11013081,Inactive Investor,Francis Salensky,Private Client Advisor,J.P. Morgan Securities LLC New York NY 535 Columbus Ave,francis.salensky@jpmorgan.com,,Salesforce
10796564,Inactive Investor,Sean Riley,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,,,Salesforce
10800075,Inactive Investor,Daniel Ruediger,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",daniel.j.ruediger@ampf.com,,Salesforce
11158288,Inactive Investor,Shannon Carlson,Business Development Associate,Morgan Stanley Dayton OH 4380 Buckeye Ln,shannon.carlson@morganstanley.com,,Salesforce
10999571,Inactive Investor,Jacob Mudd,,The Tavenner Company Auburn KY 219 W Main St,jacob.mudd@tavennerco.com,,Salesforce
38843,,Maxim Boiarovich,,Russia,maxim.boyarovich@gmail.com,,
9629529,,Cinesi Sate,,,cinesiespam@gmail.com,,List import
11080820,Inactive Investor,Donna Pinter,Financial Advisor,Edward Jones Saint Marys GA 102 Lakeshore Dr,donna.pinter@edwardjones.com,,Salesforce
9620205,,Yechezkel Dvir,,,keldvir@gmail.com,,List import
9612798,,brian friel,,,brian.friel.crypto@gmail.com,,List import
339736,,Devang Kantesaria,Limited Partner,Valley Forge Capital Management,dkantesaria@valleyforgecapital.com,610-977-7600,Manual List Upload
11235032,Inactive Investor,Steven Dean,Chief Compliance Officer,Baldwin Brothers LLC,,,Salesforce
10618711,,Douglas Schultz,,,daschultz@ft.newyorklife.com,,List Import
9643743,,Alexandra Saikley,,,asaikley@yahoo.com,,List import
11182373,Inactive Investor,Kyle Olson,Investment Advisor,NFP Retirement Inc.,kyle.olson@nfp.com,,Salesforce
10777255,Inactive Investor,Matthew Cronlund,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",matthew.cronlund@ml.com,,Salesforce
11209434,Inactive Investor,Eric Anspach,Financial Advisor,CLG LLC Murrieta CA 25109 Jefferson Ave,eric@clgwm.com,,Salesforce
10817669,Inactive Investor,Daisy Kosack,Assistant Vice President;Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,daisy.kosack@morganstanleypwm.com,,Salesforce
10899146,Inactive Investor,Alison Wenzell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10865369,Inactive Investor,Richard Davis,,LPL Financial LLC Dyersburg TN 575 Mall Blvd,rchad.davis@lpl.com,,Salesforce
10860321,Inactive Investor,Rodney Myers,,"Horace Mann Investors, Inc. Derby KS 330 E Madison Ave",rodney.myers@horacemann.com,,Salesforce
11219538,,Steven Jung,,,steven.jung@lpl.com,,Other
10990354,Inactive Investor,Daisy Ambriz,,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,daisy.ambriz@jpmorgan.com,,Salesforce
10864082,Inactive Investor,Vivianna Hwang,,State Farm VP Management Corp. Blue Bell PA 6198 Butler Pike,,,Salesforce
11054937,Inactive Investor,Michael Psaltis,Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.psaltis@morganstanley.com,,Salesforce
9608016,,Franz Traussnig,,,franz@equitytribes.com,,List import
10793356,Inactive Investor,Laura Mutis,,J.P. Morgan Securities LLC,laura.l.mutis@jpmorgan.com,,Salesforce
10782897,Inactive Investor,Gregory Pawlak,Financial Advisor - Consulting Group;Managing Director,"RBC Capital Markets, LLC Appleton WI 717 N McCarthy Rd",,,Salesforce
10997542,Inactive Investor,Armando Garcia,Assistant Vice President;Financial Solutions Advisor,J.P. Morgan Securities LLC West Palm Beach FL 10160 Northlake Blvd,armando.garcia@jpmorgan.com,,Salesforce
11033661,Inactive Investor,Kelly Vitosh,,"FBL Marketing Services, LLC Imperial NE 513 Court St",kelly.vitosh@fbfs.com,,Salesforce
11203020,Inactive Investor,James Maltese,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",james_p_maltese@ml.com,,Salesforce
10870203,Inactive Investor,Gregory Nelson,Financial Advisor,Star Capital Inc.,gnelson@strategictr.com,,Salesforce
10775847,Inactive Investor,Andrew Corwin,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Augustine FL 200 Plantation Island Dr S",andrew.corwin@wellsfargoadvisors.com,,Salesforce
212559,,Daniel Lamego,Financial Advisor,"MML Investors Services, LLC",dlamego@financialguide.com,973-227-8800,Advertising
7482289,,sajol sajol,,,hacetab248@mitigado.com,,Web Form Fillout
9590295,,Nik Chestakov,,,niktherussian123@gmail.com,,List import
9557634,,Akhila Pant,,,akhilasaa@gmail.com,,List import
11190605,Inactive Investor,Lori Glennon,Vice President,"Caruso McLean & Co., Inc.",lag@carusomclean.com,,Salesforce
11134779,Inactive Investor,Jonathan Noriega,,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",,,Salesforce
10860978,Inactive Investor,Annette Vardanega,Financial Advisor,Edward Jones Redmond OR 413 NW Larch Ave,annette.vardanega@edwardjones.com,,Salesforce
10942180,Inactive Investor,Brendan Guingrich,,Country Capital Management Company Peoria IL 114 W Stratford Dr,brendan.guingrich@countryfinancial.com,,Salesforce
10799316,Inactive Investor,Linda Borowiak,Shareholder;Vice President,"Keystone Financial Planning, Inc",,,Salesforce
10882814,Inactive Investor,Gary Knapp,Chief Executive Officer;Owner;President,"Cornerstone Asset Management, LLC",,,Salesforce
11123320,Inactive Investor,David Pires,Branch Compliance Manager,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",david.pires@equitable.com,,Salesforce
235685,, -,,[[Unknown]],ackr150@gmail.com,,Other
10813127,Inactive Investor,Bruce Kavenagh,Financial Advisor,Edward Jones Oviedo FL 1890 W County Road 419,bruce.kavenagh@edwardjones.com,,Salesforce
10795481,Inactive Investor,Dianne Brilhart,Senior Registered Associate,Morgan Stanley Baltimore MD 1201 Wills St,dianne.brilhart@morganstanley.com,,Salesforce
11136082,Inactive Investor,Miranda Yount,Financial Advisor,Edward Jones Huntsville AL 1878 Jeff Rd NW,miranda.yount@edwardjones.com,,Salesforce
334493,,Joel Karrsch,Senior Director of Investor Relations,Dynamic Beta Investments Llc,jkarrsch@beachheadcapital.com,646-837-7030,Manual List Upload
10760225,Inactive Investor,Thomas Zidar,Chairman;Chief Executive Officer;Executive Vice President,Wintrust Investments LLC,tzidar@wintrustwealth.com,,Salesforce
11009746,Inactive Investor,Jesse Ziegler,,"Northwestern Mutual Investment Services, LLC Santa Barbara CA 1114 State St",jesse.ziegler@nm.com,,Salesforce
11157596,Inactive Investor,John Willson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",john.willson@schwab.com,,Salesforce
11067911,Inactive Investor,Jeffrey Liguori,Chief Compliance Officer;Chief Investment Officer;Partner,Napatree Capital LLC,jliguori@napatreecapital.com,,Salesforce
11061520,Inactive Investor,Shruti Venugopal,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,shruti.venugopal@jpmorgan.com,,Salesforce
10881188,Inactive Investor,John Carter,Financial Professional;President,Money Concepts Capital Corp Winter Park FL 611 N Wymore Rd,jcarter@moneyconcepts.com,,Salesforce
9614315,,William Birmingham,,,bbirmw@icloud.com,,List import
11006934,Inactive Investor,Janell Richardson,,"Principal Securities, Inc.",richardson.janell@principal.com,,Salesforce
10804056,Inactive Investor,Joshua Stahl,,"Wells Fargo Clearing Services, LLC",joshua.stahl@wellsfargoadvisors.com,,Salesforce
10770385,Inactive Investor,Eric Halper,,Morgan Stanley New York NY 55 E 52nd St,eric.halper@morganstanley.com,,Salesforce
11087209,Inactive Investor,John Larkin,Compliance Manager,LPL Financial LLC Tampa FL Private Residence,john.larkin@lpl.com,,Salesforce
9564842,,Anne Chua,,,anne.chua@hotmail.com,,List import
11001324,Inactive Investor,Taylor Boice,,LPL Financial LLC Chicago IL 444 W Lake St,taylor.boice@lpl.com,,Salesforce
9622504,,Alihan Deniz,,,asaskesen444@gmail.com,,List import
11211206,Inactive Investor,Diann Robinson,,"Wells Fargo Clearing Services, LLC Berkeley CA 2959 College Ave",diann.robinson@wellsfargoadvisors.com,,Salesforce
10931341,Inactive Investor,Jill Rolfe,,"Osaic Wealth, Inc.",,,Salesforce
11120254,Inactive Investor,John Kessler,,American Investors Company San Jose CA 45 E Julian St,jkessler@aicrep.com,,Salesforce
10614341,,Timothy Faughnan,Financial Advisor,,tfaughnan@strat4wealth.com,,List Import
11097863,Inactive Investor,Taylor Knight,Analyst,"Visionary Wealth Advisors, LLC O Fallon IL 1405 N Green Mount Rd",taylor.knight@vwa-llc.com,,Salesforce
9627373,,Dai Li,,,lesly87@abv.bg,,List import
11212400,Inactive Investor,Terry Cruce,Financial Advisor,Edward Jones Little Rock AR 10801 Executive Center Dr,terry.cruce@edwardjones.com,,Salesforce
10926815,Inactive Investor,Garrick Updegraph,,"Prospera Financial Services, Inc. Irvine CA 100 Spectrum Center Dr",,,Salesforce
11087846,Inactive Investor,Stone Hottel,,"Northwestern Mutual Investment Services, LLC Birmingham AL 2801 2nd Ave S",stone.hottel@nm.com,,Salesforce
9644570,,Nathan Martin,,,mauinate3@aol.com,,List import
10808348,Inactive Investor,Christina Price,Financial Advisor,Edward Jones Gresham OR 1342 NW Civic Dr,christina.price@edwardjones.com,,Salesforce
11220873,,Adam Morgan,,,amorgan@americanportfolios.com,,List Import
10758385,Inactive Investor,Noel Johnson,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,noel.johnson@fidelity.com,,Salesforce
11185913,Inactive Investor,Warren Litman,Member,Altar Rock,warren@altarrockwealth.com,,Salesforce
9627404,,Alfred HOMSY,,,alfredhomsy@gmail.com,,List import
9628483,,Brad Morris,Financial Advisor,Morgan Stanley,brad.morris@morganstanley.com,,List import
11222811,,Jonathan Rice,,,jrice@agpadvisors.com,,List Import
10788746,Inactive Investor,Carolyn Meske,Director - Investments,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,carolyn.meske@opco.com,,Salesforce
11217154,,Lori Alberts,,,lalberts@brightonsecurities.com,,Other
9579264,,Christopher Bedient,,,cbedient@hbecpa.com,,List import
10859786,Inactive Investor,Donna Schecher,,"Principal Securities, Inc.",schecher.donna@principal.com,,Salesforce
9643709,,Sebastian Gohr,,,sebgohr@gmail.com,,List import
224870,,Adam Halomhegyi,,[Unknown],converge87@gmail.com,,source
11210029,Inactive Investor,Joel Schwartz,Associate Financial Advisor,"Ameriprise Financial Services, LLC Englewood CO 5420 S Quebec St",joel.schwartz@ampf.com,,Salesforce
9582833,,Barry Carpenter,,,bcarpenter@cascadescapital.com,,List import
10615028,,Andrew Sepulveda,"Financial Advisor, Vice President",,andrew.sepulveda@morganstanley.com,,List Import
9602375,,Nicholas Saullo,,,saullon@outlook.com,,List import
11228870,Inactive Investor,Astgik Grigoryan,,J.P. Morgan Securities LLC Santa Monica CA 226 26th St,astgik.grigoryan@jpmorgan.com,,Salesforce
10988430,Inactive Investor,Thamar Conley,,Money Concepts Capital Corp,thamar@moneyconcepts.com,,Salesforce
206802,,Jane Maccubbin,,[Unknown],jmaccubbin@foundersfinancial.com,,Organic Search
9605288,,Malcolm Smith,,,malcolm_smith@vanguard.com,,List import
9573427,,Paul Michaluk,,,paul.michaluk@securitiesamerica.com,,List import
10812601,Inactive Investor,Alexander Cass,First Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,alexander.cass@ubs.com,,Salesforce
10774234,Inactive Investor,Donald Hawkins,,"Wells Fargo Advisors Financial Network, LLC Mary Esther FL 124 E Miracle Strip Pkwy",dhawkins@wfafinet.com,,Salesforce
11238179,Inactive Investor,Anthony Bykovsky,,Bragg Financial,anthony@braggfinancial.com,,Salesforce
9555863,,haneul seo,,,skycike@naver.com,,List import
11149251,Inactive Investor,David Boersig,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",david.boersig@ampf.com,,Salesforce
10790098,Inactive Investor,Timothy Harden,Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,timothy.harden@jpmorgan.com,,Salesforce
11159929,Inactive Investor,Glen Goland,Senior Wealth Strategist,"Arnerich Massena, Inc.",,,Salesforce
11185102,Inactive Investor,Kevin Moriarty,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",kevin.moriarty@wellsfargoadvisors.com,,Salesforce
10005370,,Odumkogba Ebogidi,,,sethkogbas@gmail.com,,Web form fillout
9610207,,Praveen Vuyyuru,,,vuyyuru_praveen@yahoo.com,,List import
200831,,KENNETH BRAI,,[Unknown],kenneth.brai@comerciopartners.com,,source
11133068,Inactive Investor,Joseph Spada,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,jspada@pksinvest.com,,Salesforce
11165074,Inactive Investor,Meri Ellion Magsino,,LPL Financial LLC Syracuse NY 250 S Clinton St,meri.magsino@lpl.com,,Salesforce
10830724,Inactive Investor,Toma Belizaire,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",toma.belizaire@ml.com,,Salesforce
10995459,Inactive Investor,Tabitha Woolley,,PFS Investments Inc. Artesia CA 18732 Corby Ave,tabitha.woolley@primerica.com,,Salesforce
10754619,Inactive Investor,Stanley Jahn,Private Wealth Advisor,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",stanley.r.jahn@ampf.com,,Salesforce
9603671,,khairan rifaa,,,khairanalbaqi3@gmail.com,,List import
10919054,Inactive Investor,Scott Mell,Financial Advisor,LPL Financial LLC Matthews NC Private Residence,,,Salesforce
10854886,Inactive Investor,Eric Evans,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,eric.evans.lzkd@statefarm.com,,Salesforce
10807517,Inactive Investor,James Smalley,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,james.smalley@morganstanley.com,,Salesforce
10604151,,Steven Bredahl,Financial Advisor,Morgan Stanley,steven.bredahl@morganstanley.com,9732363582,List Import
10616499,,Sung Han,,,sung.han@primerica.com,,List Import
11030513,Inactive Investor,Blake Bailey,,"Osaic Wealth, Inc. Saint Charles MO 828 S Main St",,,Salesforce
11068103,Inactive Investor,Dina Johnson,Associate,Edward Jones Versailles KY 230 Frankfort St,dina.johnson@edwardjones.com,,Salesforce
10844654,Inactive Investor,Bruce Donlan,,"Harbour Investments, Inc. Kendall WI 111 W. S. Railroad St.",,,Salesforce
10920800,Inactive Investor,Connie Horstkotte,,"Osaic Wealth, Inc. Torrance CA 3838 W Carson St",chorstkotte@osaicwealth.com,,Salesforce
11154295,Inactive Investor,Richard West,,State Farm VP Management Corp. Tempe AZ 410 N Scottsdale Rd,richardwest@statefarm.com,,Salesforce
11066114,Inactive Investor,Thomas Kelliher,,"RBC Capital Markets, LLC Nashville TN 3810 Bedford Ave",,,Salesforce
9559429,,Aman Raj,,,rnyadav9780@gmail.com,,List import
11021752,Inactive Investor,Aslie Cruz,,GMS Group Boca Raton FL 2600 N Military Trl,acruz@gmsgroup.com,,Salesforce
11007918,Inactive Investor,James Frye,,LPL Financial LLC Twinsburg OH 2229 E Enterprise Pkwy,,,Salesforce
10980007,Inactive Investor,Tatum Powell,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",tatum.powell@nm.com,,Salesforce
11007319,Inactive Investor,Jodee Springer,,"J.W. Cole Financial, Inc. Lowell MI 309 E Main St",,,Salesforce
11083014,Inactive Investor,Connor Nightingale,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_nightingale@vanguard.com,,Salesforce
11163881,Inactive Investor,Michael Vassey,Financial Advisor,"World Investments, Inc. Cherry Hill NJ 1422 Autumn Ln",mvassey@tfsweb.com,,Salesforce
11051721,Inactive Investor,Dante Williams,Regional Vice President,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,dante.williams@primerica.com,,Salesforce
87026,,Ashley Dominey,"Partner, Regulatory Contact, Wealth Manager",Avion Wealth,ashley@efficientwealthmanagement.com,281-528-1200,
10901954,Inactive Investor,Diane Tobin,Chief Operating Officer;Regulatory Contact,"CH Investment Partners, LLC",dtobin@chinvestments.com,,Salesforce
9601599,,Charles Brock,,,cbrock@brockcapital.com,,List import
10840693,Inactive Investor,Sean Storck,Tax Advisor,Merit Financial Advisors San Diego CA 4747 Morena Blvd,,,Salesforce
11210442,Inactive Investor,Diane Pisacreta,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11058046,Inactive Investor,Parker Barriball,Financial Advisor,Morgan Stanley Jacksonville FL 50 N Laura St,parker.barriball@morganstanley.com,,Salesforce
11168045,Inactive Investor,Tyler Gustafson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9582852,,Reid Weaver,,,reid@martincp.com,,List import
10856746,Inactive Investor,Alexander Young,Financial Advisor;First Vice President,Morgan Stanley Olympia WA 724 Columbia St NW,alex.young@morganstanley.com,,Salesforce
10889548,Inactive Investor,John Lamberth,,"VALIC Financial Advisors, Inc. Perry GA 1100 Main St",john.lamberth@valic.com,,Salesforce
11219434,,Matthew Bappert,,,mbappert@1834investmentadvisors.com,,Other
10968455,Inactive Investor,Christopher Andrews,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",candrews@htk.com,,Salesforce
11049724,Inactive Investor,Justin Parisi,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
10861991,Inactive Investor,Kristen Eickstadt,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",kristen.eickstadt@nm.com,,Salesforce
11154681,Inactive Investor,Donna Donaldson,Vice President,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,donna.m.donaldson@citi.com,,Salesforce
10885683,Inactive Investor,Hunter Peak,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,hunter.peak@jpmorgan.com,,Salesforce
11147425,Inactive Investor,John Johnson,Financial Advisor,Money Concepts Capital Corp Wapakoneta OH 1201 Defiance St,jjohnson@moneyconcepts.com,,Salesforce
6622085,,Rich S,,,richiesvz@aol.com,914-391-2700,Web Form Fillout
11031463,Inactive Investor,Duy Nguyen,,J.P. Morgan Securities LLC Seattle WA 6402 Roosevelt Way NE,duy.nguyen@jpmorgan.com,,Salesforce
11119926,Inactive Investor,Kathy Barton,Wealth Advisor,LPL Financial LLC Rome GA 228 N 2nd Ave SW,kitty.barton@lpl.com,,Salesforce
11133740,Inactive Investor,Anthony Hensler,,"Allstate Financial Services, LLC Cincinnati OH 5062 Delhi Ave",anthonyhensler@allstate.com,,Salesforce
11195059,Inactive Investor,Timothy Doud,,"Centaurus Financial, Inc. Fort Collins CO 125 S Howes St",,,Salesforce
11207072,Inactive Investor,Luis Valle,,J.P. Morgan Securities LLC Chicago IL 1958 W North Ave,luis.i.valle@chase.com,,Salesforce
11101499,Inactive Investor,Juliana Van Buskirk,Financial Advisor,Edward Jones Edmonds WA 313 Main St,juliana.vanbuskirk@edwardjones.com,,Salesforce
9567004,,Amber McCormick,,,amber.mccormick@fidelity.com,,List import
11212364,Inactive Investor,Angelina McLane,,"First Command Brokerage Services, Inc.",ammclane@firstcommand.com,,Salesforce
11177369,Inactive Investor,Thomas Klover,,Cetera Financial Specialists LLC Plainfield IL 24110 W Lockport St,,,Salesforce
11208103,Inactive Investor,Keith Zabrocki,,"Allstate Financial Services, LLC Westerville OH 925 N State St",keith.zabrocki@allstate.com,,Salesforce
11037637,Inactive Investor,Matthew Kapanek,Wealth Manager,"Next Financial Group, Inc. Buffalo NY 5930 Main St",mkapanek@nextfinancial.com,,Salesforce
10661376,,Joseph Sommer,,,jsommer@cfipartners.com,,List Import
8480804,,Frank Maher,,Transamerica,frank.maher@aegon.com,,List Import
11129033,Inactive Investor,Jason White,,"Kestra Investment Services, LLC Fort Wayne IN 7635 W Jefferson Blvd",,,Salesforce
10957556,Inactive Investor,Troy Frerichs,,Country Capital Management Company,troy.frerichs@countryfinancial.com,,Salesforce
9619451,,Matthew Seago,,,matthew.seago@lowenglo.com,,List import
10788492,Inactive Investor,Daer Labarta,,Goldman Sachs & Co.,,,Salesforce
10862373,Inactive Investor,Maureen Igoe,,"Ameriprise Financial Services, LLC Arlington MA 11 Water St",maureen.e.igoe@ampf.com,,Salesforce
11099964,Inactive Investor,Christopher Boyce,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10972149,Inactive Investor,Logan Bradley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10882598,Inactive Investor,Frank Ahlborn,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",frank.ahlborn@usbank.com,,Salesforce
10786684,Inactive Investor,Thomas Carney,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,thomas.carney@fidelity.com,,Salesforce
11019244,Inactive Investor,Mitchell Pruitt,Managing Partner;Partner,Pruitt Richmond Wealth Management LLC,,,Salesforce
9564521,,Christian T,,,larrygunston0@gmail.com,,List import
10805384,Inactive Investor,Benjamin Moore,,Morgan Stanley Middleton MA 35 Village Rd,benjamin.moore@morganstanley.com,,Salesforce
10860997,Inactive Investor,Laurence Seiden,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Cockeysville MD 40 Wight Ave,lseiden@janney.com,,Salesforce
11120820,Inactive Investor,Luis Marmolejo,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
9579462,,Todd Fliegel,,,tfliegel@carret.com,,List import
11033183,Inactive Investor,Tal Eden,,Citigroup Global Markets Inc.,,,Salesforce
11171083,Inactive Investor,Robert Shaw,,PFS Investments Inc. Hurst TX 700 NE Loop 820,robert.shaw@primerica.com,,Salesforce
10888423,Inactive Investor,Richard White,,"Northwestern Mutual Investment Services, LLC Huntsville AL 200 Clinton Ave W",richard.white@nm.com,,Salesforce
173969,,ALICIA ZAMORA,,[Unknown],aliciazm21@gmail.com,,
9597687,,Michael Sadjadi,,,msadjadi@wealthenhancement.com,,List import
9607455,,Nishit Trivedi,,,ntrivedi@teamemerald.com,,List import
11099257,Inactive Investor,Connor Smith,,Edward Jones Poulsbo WA 18887 State Hwy 305 NE,,,Salesforce
10760020,Inactive Investor,Katherine Bellamy,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilson NC 2315 Airport Blvd NW",katherine.bellamy@ml.com,,Salesforce
11238607,Inactive Investor,Paul Collier,,Verity Asset Management,pcollier@verityinvest.com,,Salesforce
10946215,Inactive Investor,Chad Cunningham,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",,,Salesforce
10771144,Inactive Investor,Javier Fuentes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",javier.fuentes@ml.com,,Salesforce
10868086,Inactive Investor,Kelly Kuhl,Financial Advisor,Edward Jones Hamilton TX 113B E Henry St,kelly.deible@edwardjones.com,,Salesforce
10761569,Inactive Investor,Alan Greenberg,Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director;Workplace Advisor - Equity Compens,Morgan Stanley Garden City NY 1200 Franklin Ave,alan.r.greenberg@morganstanley.com,,Salesforce
10984494,Inactive Investor,Madeline Pansera,,"Zions Direct, Inc. Houston TX 1717 West Loop S",,,Salesforce
10847066,Inactive Investor,Robert Burleigh,Director - Portfolio Management;Member;Regulatory Contact,MaQro Advisors LLC,rob.burleigh@maqro.com,,Salesforce
11204525,Inactive Investor,Randall Binversie,,"Cambridge Investment Research, Inc. Manitowoc WI 3705 Kadow St",,,Salesforce
10485277,,hojatollah derakhshanifar,,,hojjatlove@gmail.com,,Web form fillout
11040053,Inactive Investor,Careyann Thomas,Director - Business Development,Morgan Stanley Dallas TX 2121 N Pearl St,careyann.thomas@morganstanley.com,,Salesforce
150111,,jesse weller,,[Unknown],jssweller@gmail.com,,
373420,,Marcio Mendonca,,[Unknown],mnmendonca03@gmail.com,,source
10984739,Inactive Investor,Damon Delillo,Financial Advisor,"Concurrent Investment Advisors, LLC San Diego CA 12730 High Bluff Dr",damon.delillo@poweredbyconcurrent.com,,Salesforce
11095905,Inactive Investor,Jeffrey Levinsohn,Director - Alternative Investments;Executive Director;Private Wealth Advisor,Morgan Stanley Conshohocken PA 100 Front St,jeffrey.levinsohn@morganstanley.com,,Salesforce
10848307,Inactive Investor,Craig Singer,,"Hornor, Townsend & Kent, LLC Rochelle Park NJ 350 W Passaic St",csinger@htk.com,,Salesforce
11097654,Inactive Investor,Edward Wainscott,,"Avantax Investment Services, Inc. La Porte IN 2890 Monroe St",,,Salesforce
10509894,,Allison Kurlak,B2B Marketing Manager,VettaFi,amkurlak@gmail.com,,List Import
11026616,Inactive Investor,John Kirchhoff,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,jkirchhoff@ft.newyorklife.com,,Salesforce
11120864,Inactive Investor,Richard Truxall,Financial Planner;Private Wealth Manager,"Osaic FA, Inc. Southfield MI 2000 Town Ctr",richard.truxall@lfg.com,,Salesforce
10894913,Inactive Investor,Robert Porto,,State Farm VP Management Corp. Port Charlotte FL 3872 Tamiami Trl,robert.porto.lr6v@statefarm.com,,Salesforce
10890020,Inactive Investor,Sean Wallace,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,sean.wallace.361@fmr.com,,Salesforce
10489650,,Liam Pommerich,,Fisher Investments,lpommerich@anewpathfinancial.com,,List Import
10888499,Inactive Investor,Luke Ottinger,Chief Compliance Officer;Co-Owner;Managing Member,Sound Financial Solutions LLC,,,Salesforce
10791513,Inactive Investor,Jessica Jones,Financial Advisor,Edward Jones Spring TX 1400 Woodloch Forest Dr,jessica.jones@edwardjones.com,,Salesforce
11219983,,Robert Frater,,,bob.frater@allworthfinancial.com,,Other
9552145,,Timothy Lantz,,,tlantz@contrariancapital.com,,List import
9578730,,Michael Whalen,,,michael.whalen@lfg.com,,List import
11112811,Inactive Investor,John Utley,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",,,Salesforce
11130430,Inactive Investor,Marcos Herrera Mancillas,,"Empower Financial Services, Inc Brattleboro VT Private Residence",marcos.herrera-mancillas@empower.com,,Salesforce
11188772,Inactive Investor,Scott Brownell,Financial Advisor;Senior Vice President,Morgan Stanley Casper WY 123 W 1st St,scott.brownell@morganstanley.com,,Salesforce
2325680,,ROBERT CARLTON,,,bobhunter42@gmail.com,,
10851611,Inactive Investor,James Thornton,,"Raymond James Financial Services, Inc. Downers Grove IL 1901 Butterfield Rd",james.thornton@raymondjames.com,,Salesforce
10913042,Inactive Investor,Husein Fejzic,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",husein.fejzic@ml.com,,Salesforce
11121475,Inactive Investor,Gerred Munk,,Commonwealth Financial Network,gmunk@commonwealth.com,,Salesforce
10923847,Inactive Investor,Jerrod Spriet,,"LaSalle St Securities, L.L.C. Pendleton OR 75 SE Byers Ave",jspriet@lasallest.com,,Salesforce
10990762,Inactive Investor,Joseph Milford,,NYLIFE Securities LLC Lakewood OH 14516 Detroit Ave,jmilford@ft.newyorklife.com,,Salesforce
99650,,Esther Yang,,Risk Lighthouse LLC,esther.yang@risklighthouse.com,6784811683,
11205522,Inactive Investor,Ifeoma Omini,,J.P. Morgan Securities LLC Houston TX 600 Travis St,ifeoma.omini@jpmorgan.com,,Salesforce
9604670,,Abdul Skhoor,,,abduljanan686@email.com,,List import
9576741,,Troy Dvorak,,,tdvorak@cambridgesecure.com,,List import
10906402,Inactive Investor,David Howard,,LifeMark Securities Corp. Livonia MI 17199 N Laurel Park Dr,dhoward@lifemark.com,,Salesforce
9620542,,Samuel Knoche,,,sknoche@fordham.edu,,List import
10949450,Inactive Investor,Bill Polizos,,LPL Financial LLC Ellicott City MD 6021 University Blvd,bill.polizos@lpl.com,,Salesforce
9635719,,Daniel Messmer,,,dmessmer@covingtoninvestment.com,,List import
11211978,Inactive Investor,Ibhade Ojie,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10849475,Inactive Investor,Robert Sinnaeve,Chief Compliance Officer;Director;President;Shareholder;Treasurer,"SS&H Financial Advisors, Inc.",rts@sshadvisors.com,,Salesforce
3568408,,Rohit Singh,,,rohitsinghjalandhar@gmail.com,,Web Form Fillout
10826370,Inactive Investor,David Brunswick,Financial Advisor,G. A. Repple & Company,,,Salesforce
11083769,Inactive Investor,Joseph McCampbell,Financial Advisor,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,jay.mccampbell@ubs.com,,Salesforce
10756177,Inactive Investor,Nicole Harris,Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,nicole.harris@morganstanley.com,,Salesforce
10657288,,John Hill,,,john.hill@royalallianceadvisors.com,,List Import
10938835,Inactive Investor,Chad Dolan,,"Beaconsfield Financial Services, Inc. Connellsville PA Private Residence",chad.dolan@beaconsfieldfinancial.com,,Salesforce
102253,,Jamie Tan,Finance Manager,Sarto,jamtimtam@yahoo.com,,
9631272,,Daniel Wang,,,wgs1969@163.com,,List import
11160687,Inactive Investor,James Gazis,President,"Balanced Asset Strategies, Ltd.",,,Salesforce
11132066,Inactive Investor,Ryan Wagner,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dayton OH 8153 Garnet Dr",ryan.wagner@tfaconnect.com,,Salesforce
11160765,Inactive Investor,Michael Smith,Financial Advisor;Portfolio Manager,"Wells Fargo Clearing Services, LLC Rock Hill SC 2691 Celanese Rd",michael.r.smith@wellsfargoadvisors.com,,Salesforce
11178121,Inactive Investor,Daniel Platt,Financial Advisor,Morgan Stanley Park City UT 1441 Ute Blvd,daniel.platt@morganstanley.com,,Salesforce
10985404,Inactive Investor,Charlie Dang,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,charlie.dang@lpl.com,,Salesforce
10916729,Inactive Investor,Reid Ham,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10921792,Inactive Investor,Adam Schechinger,,State Farm VP Management Corp. Coralville IA 3284 Crosspark Rd,adam.schechinger.prga@statefarm.com,,Salesforce
9550623,,David Glod,,,david.glod@erieinsurance.com,,List import
11083368,Inactive Investor,Milton Smylie,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Memphis TN 6075 Poplar Ave",smyliem@stifel.com,,Salesforce
11192541,Inactive Investor,Olivia Jones,Financial Advisor,Edward Jones Tampa FL 3100 S Dale Mabry Hwy,olivia.jones@edwardjones.com,,Salesforce
10988885,Inactive Investor,Adam Griffin,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,adam.griffin@fidelity.com,,Salesforce
11228508,Inactive Investor,Ronnie Smith,,J.P. Morgan Securities LLC Chicago IL 1122 N Clark St,,,Salesforce
11007072,Inactive Investor,Xue Lin Li,,Standard Chartered Securities North America LLC,,,Salesforce
10894174,Inactive Investor,Susan Vail,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",susan.vail@ml.com,,Salesforce
11088088,Inactive Investor,Philip Lee,Chief Compliance Officer;Principal;Shareholder;Wealth Manager,Financially In Tune,philip@financiallyintune.com,,Salesforce
10815857,Inactive Investor,Thomas Schneider,Financial Advisor,Money Concepts Capital Corp Farmington CT 321 Main St,tschneider@moneyconcepts.com,,Salesforce
11170617,Inactive Investor,Scott Kiernan,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,scott.kiernan@fidelity.com,,Salesforce
9614377,,Philippe de Bustros,,,philippe.debustros@gmail.com,,List import
11228580,Inactive Investor,Anthony Wentzell,Advisor;Private Client Advisor,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,,,Salesforce
10821031,Inactive Investor,Blake Cheeley,Financial Advisor,Edward Jones Saint Francis MN 23306 Cree St,blake.cheeley@edwardjones.com,,Salesforce
10761706,Inactive Investor,Robert Errico,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,c.errico@ubs.com,,Salesforce
9549789,,Katia Pecci,,,katia.pecci@suntrust.com,,List import
11133321,Inactive Investor,John Clarke,,Aegis Capital Corp.,,,Salesforce
10944171,Inactive Investor,Paul Stafford,,Cetera Advisors LLC Billings MT Private Residence,,,Salesforce
156593,,Mary Blair,,[Unknown],maryblair4@mac.com,,source
11007951,Inactive Investor,Christina Guzman,Financial Advisor;Financial Advisor Associate,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,christina.guzman@morganstanley.com,,Salesforce
11089575,Inactive Investor,Jason Stein,,"Next Financial Group, Inc. Woodland Hills CA 21021 Ventura Blvd",jstein@nextfinancial.com,,Salesforce
10837689,Inactive Investor,Tonya Rice,Senior Client Associate,UBS Financial Services Inc. Salt Lake City UT 95 S State St,,,Salesforce
11019404,Inactive Investor,Jennie Beaudin,,Key Investment Services LLC,jennie.beaudin@key.com,,Salesforce
9627241,,Leslie Katz,,,lkatz@clarkhill.com,,List import
11069559,Inactive Investor,Scott Rabe,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",scott.rabe@nm.com,,Salesforce
11059458,Inactive Investor,Michael Neuenschwander,Founder;Owner;Principal;Vice President,"Outlook Wealth Advisors, LLC",michaeln@outlookwealth.com,,Salesforce
10871233,Inactive Investor,Kristin Krapja,Advising Specialist,Edward Jones,kristin.krapja@edwardjones.com,,Salesforce
10832259,Inactive Investor,Timothy Curry,Financial Advisor,Edward Jones Salisbury MO 101 S Weber Ave,tim.curry@edwardjones.com,,Salesforce
9626667,,Vadym Tkach,,,tkachvadymoff@gmail.com,,List import
227767,, -,,[[Unknown]],shartsfield@mindspring.com,,Organic Search
11127277,Inactive Investor,Jerry Sanders,,"Osaic Wealth, Inc. Vista CA 122 Civic Center Dr",,,Salesforce
10872387,Inactive Investor,Joseph Morreale,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,josephmorreale@statefarm.com,,Salesforce
10914144,Inactive Investor,Julian Jamgochian,,Janney Montgomery Scott LLC Media PA 1400 N Providence Rd,jjamgochian@janney.com,,Salesforce
11202297,Inactive Investor,Kenneth Hack,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,kenneth_hack@vanguard.com,,Salesforce
11173603,Inactive Investor,Michael Howe,,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",mhowe@ampf.com,,Salesforce
10766335,Inactive Investor,Thomas Chang,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",thomas_chang@ml.com,,Salesforce
11204567,Inactive Investor,Denise Togger,,"Raymond James Financial Services, Inc. Fredericksburg VA 1000 Winchester St",denise.togger@raymondjames.com,,Salesforce
10891638,Inactive Investor,Ewelina Supinska,,J.P. Morgan Securities LLC Brooklyn NY 798 Manhattan Ave,ewelina.supinska@jpmorgan.com,,Salesforce
10852445,Inactive Investor,Luis Prieto,,"Raymond James Financial Services, Inc. Miami FL 2700 SW 3rd Ave",luis.prieto@raymondjames.com,,Salesforce
76947,,Cynthia Crane,Financial Consultant,Thrivent Investment Management Inc.,cynthia.crane@thrivent.com,,
237197,, -,,[[Unknown]],abboudrosalina@yahoo.com,,
9616864,,Danijel Plavsic,,,dan011@comcast.net,,List import
11020357,Inactive Investor,Jordan Urrutia,Financial Consultant,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",,,Salesforce
11104441,Inactive Investor,Adolfo Hernandez,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",adolfo.hernandez@schwab.com,,Salesforce
11122623,Inactive Investor,Marina Mclaughlin,,Edward Jones Hemet CA 2565 W Florida Ave,,,Salesforce
11195484,Inactive Investor,Jeffrey Weiand,Chairman;Chief Compliance Officer;Chief Executive Officer;President;Regulatory Contact,RTD Financial Advisors Inc,jweiand@rtdfinancial.com,,Salesforce
10696238,,Lance Peterson,,Wakefield Asset Management,lpeterson@wakefieldinc.com,,List Import
10822286,Inactive Investor,David Moore,,"Osaic Wealth, Inc. Spencerport NY 5 Wanakena Trl",,,Salesforce
9540489,,Matt Slater,,,matt@synapse.capital,,List Import
11011650,Inactive Investor,Evan Prestera,Relationship Banker,"Wells Fargo Clearing Services, LLC Fairfax VA 3019 Nutley St",,,Salesforce
10802308,Inactive Investor,Charles Gold,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",,,Salesforce
10976495,Inactive Investor,Curtis Dimartino,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",curtis.dimartino@tdameritrade.com,,Salesforce
211822,,Nick Mizaur,Vice President,BlackRock,nick.mizaur@blackrock.com,,Content
10985237,Inactive Investor,Patrik Makaradi,,J.P. Morgan Securities LLC Burbank CA 1551 W Olive Ave,patrik.makaradi@jpmorgan.com,,Salesforce
10873104,Inactive Investor,Jacob Udell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rogers AR 5209 W Village Pkwy",jacob.udell@ml.com,,Salesforce
217711,,Abel Mak,,[Unknown],abelmak07@gmail.com,,
10802059,Inactive Investor,Timothy Baker,Executive Director;Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,timothy.baker@morganstanley.com,,Salesforce
9577688,,Steeve Valerius,,,v.steeve112@gmail.com,,List import
10839036,Inactive Investor,Thomas Kennedy,,"CapFinancial Securities, LLC.",,,Salesforce
11081035,Inactive Investor,Jeffrey Silverman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Thomas VI 5143 Palm Psge",jeffrey_silverman@ml.com,,Salesforce
352136,,Jesse Bey,Managing Partner,"Orkila Management, Llc",j.dubey@orkilacapital.com,212-230-1604,Manual List Upload
10846132,Inactive Investor,Lloyd Crawford,Managing Partner;Partner;Regulatory Contact,FCG Investment Company,lcrawford@fcgtn.com,,Salesforce
351566,,Evan Scussel,Head Of Equity Investments,Andco Consulting,evans@andcoconsulting.com,844-442-6326,Manual List Upload
11007220,Inactive Investor,Veronica Parra Rivera,,PFS Investments Inc. Hialeah FL 2300 W 84th St,vparra-rivera@primerica.com,,Salesforce
11036911,Inactive Investor,Todd Caviglia,,"Allstate Financial Services, LLC Anaheim CA 401 S Euclid St",toddcaviglia@allstate.com,,Salesforce
11070933,Inactive Investor,Matthew Krenke,Wealth Manager,"Annex Wealth Management, LLC Elm Grove WI 12700 W Bluemound Rd",mkrenke@annexwealth.com,,Salesforce
10724814,,Quang Truong,,,nick755966@gmail.com,,Web Form Fillout
10840471,Inactive Investor,Isaac Vanloon,Regional Vice President,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,isaac.vanloon@primerica.com,,Salesforce
11140907,Inactive Investor,Adam Gonzalez,,PFS Investments Inc. Santa Fe Springs CA 11823 Slauson Ave,,,Salesforce
11197498,Inactive Investor,Laurie Pinner,Financial Advisor;Member;Office Manager,Mustard Seed Wealth Management Hope AR 108 E 19th St,laurie@msfwm.com,,Salesforce
9575045,,Conrad C,,,conrad516@gmail.com,,List import
11017378,Inactive Investor,Jesse Bristow,Investment Advisor Representative,"Independent Financial Group, LLC Denver CO 600 S Cherry St",,,Salesforce
8480799,,Rand Millwood,,GWP,rand.millwood@guardian-wp.com,,List Import
11150874,Inactive Investor,Jeffrey Ragatz,Regional Sales Manager,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",jeffrey.d.ragatz@citizenssecurities.com,,Salesforce
11070380,Inactive Investor,Jordan Green,Chief Compliance Officer,Barrister,jordan@barrister.net,,Salesforce
10599670,,Michael Anton,,,manton0044@suddenlink.net,,Web Form Fillout
10909190,Inactive Investor,Jonathan Denton,,"The Strategic Financial Alliance, Inc. Raleigh NC 2301 Stonehenge Dr",jdenton@thesfa.net,,Salesforce
11016089,Inactive Investor,Ryan Duclos,,"Bankers Life Securities, Inc. Cordova TN 65 Germantown Ct",,,Salesforce
10806996,Inactive Investor,Sarah Godwin,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",sgodwin@ml.com,,Salesforce
11067889,Inactive Investor,Philip Giordano,,Wake Wealth Management Co.,phil@wakewealth.com,,Salesforce
10767351,Inactive Investor,Conner Teahan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",conner.teahan@ml.com,,Salesforce
9576327,,Susrutha Narla,,,susrutha_narla@yahoo.com,,List import
10860527,Inactive Investor,Kyle Webster,Investor Services Advisor,Lincoln Investment,kwebster@lincolninvestment.com,,Salesforce
10646652,,Cody Foster,,,cody.foster@lpl.com,,List Import
10795001,Inactive Investor,John Fusch,,"Packerland Brokerage Services, Inc. Reedsburg WI Private Residence",john_fusch@packerlandbrokerage.com,,Salesforce
11255198,Inactive Investor,Johnathon Eykyn,Wealth Advisor,iWealth,,,Salesforce
5449,, -,,[[Unknown]],hunsoo_kim@hotmail.com,,Initial Salesforce Import
11179366,Inactive Investor,Gavin Merwin,,GWN Securities Inc. Adel GA 125 S Burwell Ave,gmerwin@gwnsecurities.com,,Salesforce
11116068,Inactive Investor,Karen Bottorf,,State Farm VP Management Corp. Watsontown PA 132 Main St,karen.bottorf.jw8g@statefarm.com,,Salesforce
216880,,B Rubin,Principal MPP LLLP,Meyer Point Partners LLLP,berubin11@gmail.com,301-891-5110,Event
10888694,Inactive Investor,Brett Amendola,,Cetera Advisor Networks LLC New Haven CT 470 James St,,,Salesforce
10839486,Inactive Investor,Wolf Scheck,,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",wolf.scheck@ampf.com,,Salesforce
10657251,,Joanna Pomagier,,,jpomagier@williamblair.com,,List Import
10758769,Inactive Investor,John Markwalter,,CIBC World Markets Corp.,john.markwalter@cibc.com,,Salesforce
10829028,Inactive Investor,James Manuola,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",james.manuola@ml.com,,Salesforce
11191905,Inactive Investor,Edward Caballero,Investment Advisor Representative,LPL Financial LLC San Ramon CA 12667 Alcosta Blvd,ecaballero@commonwealth.com,,Salesforce
10757793,Inactive Investor,Christian Kimball,,Fidelity Brokerage Services LLC San Francisco CA 44 Montgomery St,christian.kimball@fidelity.com,,Salesforce
10810733,Inactive Investor,Heather Kendra,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 1150 New London Ave",heather.3.kendra@ampf.com,,Salesforce
10864659,Inactive Investor,Gary Carrai,,LPL Financial LLC,gary.carrai@lpl.com,,Salesforce
10918383,Inactive Investor,Oleg Bychkov,,A.G.P / Alliance Global Partners New York NY 40 Wall St,obychkov@allianceg.com,,Salesforce
9544368,,Joey Vonk,,,joeyvonk@optiver.com,,List import
9605811,,Michael Mack,,,michael.mack@paceradvisors.com,,List import
11261032,Inactive Investor,Katherine Nolte,,"Holland Investment Management, Inc.",,,Salesforce
10940236,Inactive Investor,Ailun Wang,Risk Management Consultant,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",,,Salesforce
11067323,Inactive Investor,Blake Waldron,Financial Advisor,Morgan Stanley Venice FL 333 Tamiami Trl S,,,Salesforce
11199185,Inactive Investor,Timothy Daley,Chief Operations Officer;Director;Partner,"Lifestyle Freedom Advisory Group, LLC Huntersville NC 9541 Julian Clark Ave",,,Salesforce
10813450,Inactive Investor,Lorraine Pasieka,Financial Educator,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,lorraine.pasieka@primerica.com,,Salesforce
10829707,Inactive Investor,Karen Winslow,Wealth Advisor,LPL Financial LLC Portland ME 14 Sewall St,karen.true@lpl.com,,Salesforce
10899244,Inactive Investor,Jason Seyfert,Financial Representative;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",jason.seyfert@nm.com,,Salesforce
9637290,,Jack Kline,,,jackckline@gmail.com,,List import
11099291,Inactive Investor,Tanner Murphy,Financial Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",tanner.murphy@ampf.com,,Salesforce
10965510,Inactive Investor,Susan Register,,"Ashton Thomas Securities, LLC Boston MA 53 State St",,,Salesforce
10952227,Inactive Investor,Kayla Fernandez,Financial Advisor,California Financial Advisors,kfernandez@calfinad.com,,Salesforce
9572888,,Santosh Rai,,,ssrai5@yahoo.com,,List import
342002,,Michael Dewalt,Elected Manager,"David Vaughan Investments, Llc",mike@dviinc.com,309-685-0033,Manual List Upload
11059524,Inactive Investor,Robert Steele,Financial Advisor,LPL Financial LLC Chester VA 4331 Old Hundred Rd,rob.steele@lpl.com,,Salesforce
11090804,Inactive Investor,Susan Lang,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",susan.s.lang@ml.com,,Salesforce
2745059,,Sahil Ali Ali,,,sa9095043@gmail.com,,
10963152,Inactive Investor,John Mccann,,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,jmccann@commonwealth.com,,Salesforce
10996779,Inactive Investor,Marcia Beard,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
118478,,Suneil Kheterpal,analyst,Cadenza,suneil.kheterpal@gmail.com,,
11212040,Inactive Investor,Joseph Lamoglia,Principal;Senior Advisor,Commonwealth Financial Network Reston VA 11130 Sunrise Valley Dr,jlamoglia@cfnmail.com,,Salesforce
10860233,Inactive Investor,Toni Kerns,,Robert W. Baird & Co. Incorporated Greenville SC 300 N Main St,tkerns@rwbaird.com,,Salesforce
11191011,Inactive Investor,Benjamin Halliburton,Chief Compliance Officer;Managing Principal,"Tradition Investment Management, LLC",,,Salesforce
11055891,Inactive Investor,Geoffrey Wilkins,,State Farm VP Management Corp. Oregon WI 797 Market St,geoff.wilkins.hlbk@statefarm.com,,Salesforce
11192924,Inactive Investor,Lisa Haygood,First Vice President;Senior Complex Risk Officer,Morgan Stanley Sacramento CA 400 Capitol Mall,lisa.haygood@morganstanley.com,,Salesforce
10867492,Inactive Investor,Susan Gordon,Advisor,"Equitable Advisors, LLC Kings Park NY Private Residence",susan.gordon@equitable.com,,Salesforce
11060881,Inactive Investor,Kashi Yoshikawa,Managing Director;Regional Investment Manager,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
10762084,Inactive Investor,Kenneth Grossnickle,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",ken.grossnickle@ml.com,,Salesforce
11098598,Inactive Investor,Brandy Scholze,,PFS Investments Inc. Temple TX 1506 Paseo del Plata,brandyscholze@primerica.com,,Salesforce
9552525,,Dan Davis,,,ddavis@adkinc.com,,List import
11178429,Inactive Investor,Faron Mcclain,Vice President,J.P. Morgan Securities LLC Columbia City IN 620 Country Side Dr,faron.hughes@chase.com,,Salesforce
10836131,Inactive Investor,Todd Johnston,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",todd.johnston@wellsfargoadvisors.com,,Salesforce
103597,,FREDERICK Matthews,Principal,FlyIng Fish Development LLC,fmtbirdintl@gmail.com,,
211654,,Keith Norman,Head of Political & Enterprise Sales,Premion,knorman@premion.com,,Content
9586991,,Gary Carrai,,,gary.carrai@fortigent.com,,List import
9635458,,Michael Rollings,,,mrollings@vanguard.com,,List import
11169671,Inactive Investor,Justin Myers,Private Client Associate,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,jmyers@janney.com,,Salesforce
10945753,Inactive Investor,Jeremiah Young,,Edward Jones Olathe KS 1072 W Santa Fe St,,,Salesforce
10793808,Inactive Investor,Monica Banducci,,"Wells Fargo Clearing Services, LLC Bakersfield CA 5060 California Ave",monica.banducci@wellsfargoadvisors.com,,Salesforce
11069875,Inactive Investor,James Richter,Financial Consultant,Advisory Services Network,,,Salesforce
10999617,Inactive Investor,Kyle Schneider,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",kyle.schneider@bernstein.com,,Salesforce
9581744,,Craig Cairns,,,ccairns@howeandrusling.com,,List import
10960756,Inactive Investor,James Henley,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,james.henley@primerica.com,,Salesforce
236265,, -,,[[Unknown]],jhcrypto@gmail.com,,Paid Social
10936417,Inactive Investor,David Simpson,,"OneAmerica Securities, Inc. Signal Mountain TN 1306 Taft Hwy",,,Salesforce
10926073,Inactive Investor,William Sanders,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11050897,Inactive Investor,Maggie Siauw,,PlanMember Securities Corporation Campbell CA 901 Campisi Way,msiauw@planmembersec.com,,Salesforce
10885864,Inactive Investor,Charles Rivers,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10776987,Inactive Investor,Sandra Ortega,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10836184,Inactive Investor,David Boyd,Financial Advisor,Edward Jones Northville MI 42000 6 Mile Rd,david.boyd@edwardjones.com,,Salesforce
332512,,Michael Inboden,,[Unknown],mikboden@gmail.clm,,Direct
11146897,Inactive Investor,Deborah Lawyer,Investment Advisor Representative,"Osaic Wealth, Inc. Hutto TX Private Residence",dlawyer@royalallianceadvisors.com,,Salesforce
11007035,Inactive Investor,Damian Lozano,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,damian.lozano@primerica.com,,Salesforce
10767778,Inactive Investor,David Peterson,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",david_m_peterson@ml.com,,Salesforce
141431,,Paul Litchfield,"Senior Vice President, Wealth Advisor","Claro Advisors, LLC",plitchfield@claroadvisors.com,800-604-2838,
10856302,Inactive Investor,Eric Ziegler,Principal;Regulatory Contact,"Hutchinson & Ziegler Financial Advisors, Inc. San Rafael CA 1010 B St",eziegler@hzadvisors.com,,Salesforce
124226,,Charles Boinske,"Member, Appointed Manager","Modera Wealth Management, Llc",cboinske@independenceadvisors.com,1-610-695-8070,
11077056,Inactive Investor,Ronald Lewis,,J.P. Morgan Securities LLC Cleveland OH 5332 Mayfield Rd,ronald.j.lewis@jpmorgan.com,,Salesforce
10874762,Inactive Investor,Ryan Hogg,Investment Analyst,Levy Wealth Management Group,rhogg@levywealth.com,,Salesforce
11228611,Inactive Investor,Elizabeth Fleischner,,J.P. Morgan Securities LLC,,,Salesforce
11012988,Inactive Investor,Micah Bloom,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,,,Salesforce
10905209,Inactive Investor,Seth Wade,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11076079,Inactive Investor,Ellen Bruno,Chief Compliance Officer,Excalibur Management Corp Newton MA 3 Newton Executive Park,,,Salesforce
10791600,Inactive Investor,Matthew Monn,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",matthew.monn@nm.com,,Salesforce
9577176,,ali zalaki,,,aliestorn53@gmail.com,,List import
9551403,,Howard Wiesenfeld,,,howard.wiesenfeld@greenarrow-llc.com,,List import
10802456,Inactive Investor,J'Lynn Harvey,,"Wells Fargo Advisors Financial Network, LLC Abilene TX 1500 Industrial Blvd",,,Salesforce
10809821,Inactive Investor,Gary Ronkin,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,gary.ronkin@morganstanley.com,,Salesforce
10883106,Inactive Investor,Eric Saalfeld,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,eric.saalfeld@fidelity.com,,Salesforce
9593320,,Peter Aronson,,,paronson@westportcp.com,,List import
222877,,Andrew Delgado,,[Unknown],adrewtd8@gmail.com,,
10871539,Inactive Investor,Joseph Stanislawski,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",joseph.stanislawski@prudential.com,,Salesforce
11025385,Inactive Investor,Mitchell Langton,,"Parkland Securities, LLC Carleton MI Private Residence",,,Salesforce
10912733,Inactive Investor,Devin Kooi,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",devin.kooi@nm.com,,Salesforce
10764366,Inactive Investor,Mary Henshaw,,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",mary.henshaw@alexbrown.com,,Salesforce
9563818,,Daniel Berg,,,dberg@hightoweradvisors.com,,List import
10806872,Inactive Investor,Mark Gatti,,Novem Group Topsfield MA 7 Grove St,mgatti@americanportfolios.com,,Salesforce
8720172,,Jeremy Fix,,,crasdmek@yahoo.com,4043107815,Web Form Fillout
10862195,Inactive Investor,Kathryn Emling,,"Osaic Wealth, Inc. Atlanta GA 5775 Glenridge Dr",,,Salesforce
9591102,,Haoyu Wu,,,haoyuwu2020@outlook.com,,List import
10798717,Inactive Investor,Ty Triplett,,"Raymond James Financial Services, Inc. Phoenix AZ 11811 N Tatum Blvd",ty.triplett@raymondjames.com,,Salesforce
9591905,,X chen,,,steam6623@163.com,,List import
1002067,Inactive Investor,Glennys Leon,Sr. Financial Reporting Manager,Forrestal Capital,gleon@forrestalcapital.com, +1 305 961 2848,
9585076,,Michael Tyler,,,michael.tyler@wealthspire.com,,List import
10873539,Inactive Investor,Timothy Rikimoto,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,timothy.rikimoto@fidelity.com,,Salesforce
9612114,,David Wilding,,,d.wilding@performancetrust.com,,List import
9561707,,Edward -,,,fstedw@gmail.com,,List import
11162801,Inactive Investor,Paul Stiegelmeier,Financial Advisor,"Wells Fargo Clearing Services, LLC Bismarck ND 4501 Coleman St",paul.stiegelmeier@wellsfargoadvisors.com,,Salesforce
9551119,,Pastora Fonacier,,,pastora.fonacier@boh.com,,List import
11154155,Inactive Investor,Michael Acho,Private Wealth Advisor,"Osaic FA, Inc. Southfield MI 20505 W 12 Mile Rd",michael.acho@lfg.com,,Salesforce
1001750,Inactive Investor,Justin Apt,Managing Principal,Private Capital Management,japt@pcm-inc.com, +1 303 394 9600,
11053833,Inactive Investor,Perry Diede,,United Planners' Financial Services of America A Limited Partner Rochester MN 1741 2nd St SW,,,Salesforce
9500,,Yvonna James2,,[Unknown],groom.yvonna+3@gmail.com,,
10863946,Inactive Investor,Richard Leimgruber,Private Wealth Advisor,Onyx Bridge Wealth Group LLC,rleimgruber@onyxbridge.com,,Salesforce
11135837,Inactive Investor,Ryan Fujioka,Investment Advisor,"Equitable Advisors, LLC San Francisco CA 275 Battery St",ryan.fujioka@equitable.com,,Salesforce
11092657,Inactive Investor,Andrew Wimmer,Financial Consultant,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
3412357,,Jessica Crider,,,jessicacaudill5@gmail.com,,Web Form Fillout
10846215,Inactive Investor,John Whaley,Chief Financial Officer;Regulatory Contact;Senior Investment Advisor,BeManaged,jwhaley@bemanaged.com,,Salesforce
10988038,Inactive Investor,Angela Ngan,Field Risk Manager,Thrivent Investment Management Inc.,angela.ngan@thrivent.com,,Salesforce
10913623,Inactive Investor,Elizabeth Richard,,Fidelity Brokerage Services LLC,,,Salesforce
10868674,Inactive Investor,Nicholas Giambri,,"Raymond James Financial Services, Inc. Miami FL 20801 Biscayne Blvd",anthony.giambri@raymondjames.com,,Salesforce
9617533,,Krista M,,,tolerantplanet@gmail.com,,List import
10990292,Inactive Investor,Stephen Stasevich,,"First Command Brokerage Services, Inc. Huntsville AL 1608 Four Mile Post Rd SE",sjstasevich@firstcommand.com,,Salesforce
10968252,Inactive Investor,Michael Quattrochi,,"Osaic Wealth, Inc. New Port Richey FL 4625 Little Rd",,,Salesforce
9621002,,Olga Yanovskaya,,,olga.f.yanovskaya@gmail.com,,List import
11192447,Inactive Investor,Scott Coppock,Financial Advisor,"Citizens Securities, Inc. Littleton MA 272 Great Rd",scott.coppock@citizenssecurities.com,,Salesforce
9581764,,Brandon Goad,,,brandonkgoad@gmail.com,,List import
9566014,,Mawuena Takyi,,,mawe.takyi@dentgroup.com,,List import
10873765,Inactive Investor,Michael St Marie,Financial Advisor,"Ameriprise Financial Services, LLC New London WI 320 S Pearl St",michael.j.st.marie@ampf.com,,Salesforce
11097183,Inactive Investor,Abigail Kaufmann,,"Sanford C. Bernstein & Co., LLC Dallas TX 2000 McKinney Ave",abigail.kaufmann@bernstein.com,,Salesforce
10795317,Inactive Investor,Lawrence Feldmesser,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Washington DC 1776 I St NW",feldmesserl@stifel.com,,Salesforce
10822659,Inactive Investor,Debra Sawyer,,PlanMember Securities Corporation Longmont CO 1715 Iron Horse Dr,dsawyer@planmembersec.com,,Salesforce
11161928,Inactive Investor,Rodger Kamuf,,Kovack Securities Inc. Lutz FL 5311 Avenal Dr,rkamuf@ksifa.com,,Salesforce
10805216,Inactive Investor,Joseph Basulto,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,joseph.basulto@fidelity.com,,Salesforce
10844752,Inactive Investor,Ryan Jaramillo,Financial Advisor,"Wells Fargo Clearing Services, LLC Anchorage AK 1351 Huffman Rd",ryan.jaramillo@wellsfargoadvisors.com,,Salesforce
10965096,Inactive Investor,Lance Maldonado,Chief Financial Officer,Millennial Wealth Management Advisors LLC Junction City KS 1071 Cedar St,,,Salesforce
10967879,Inactive Investor,Curtis Begay,,"Wells Fargo Clearing Services, LLC San Tan Valley AZ 1731 W Hunt Hwy",,,Salesforce
10837987,Inactive Investor,Joseph Fecio,,Commonwealth Financial Network Depew NY 4990 Transit Rd,jfecio@commonwealth.com,,Salesforce
10835672,Inactive Investor,Mark Benson,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",mark.benson@bofa.com,,Salesforce
9579563,,Brian Marvin,,,bmarvin@marvinandpalmer.com,,List import
11077881,Inactive Investor,Lois Lee,,Citigroup Global Markets Inc.,,,Salesforce
10981297,Inactive Investor,Laura Hernandez,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
9585104,,Michael Vellucci,,,michael.vellucci@trpfund.com,,List import
10948608,Inactive Investor,Amanda Kraus,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",amanda.kraus@ampf.com,,Salesforce
335925,,William Corry,Managing Member,"Corry Capital Advisors, Llc",wcorry@corrycapital.com,412-741-2700,Manual List Upload
10767684,Inactive Investor,Carmen Monks,Managing Director,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,carmen.monks@citigroup.com,,Salesforce
11158947,Inactive Investor,Yousef Younis,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member;Portfolio Manager,Herald Square Advisors LLC,jyounis@heraldsquareadvisors.com,,Salesforce
10817275,Inactive Investor,Geoffrey Hight,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,geoffrey.hight@fidelity.com,,Salesforce
11060415,Inactive Investor,Cyrus Hanks,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cyrus.hanks@fidelity.com,,Salesforce
9541789,,Carlos Queiroz,,,caxqueiroz@gmail.com,,List import
10926008,Inactive Investor,Adam Garcia,,J.P. Morgan Securities LLC New York NY 1860 Broadway,adam.a.garcia@jpmorgan.com,,Salesforce
11043346,Inactive Investor,Patrick Kilcoyne,Financial Advisor,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",patrick.kilcoyne@tiaa.org,,Salesforce
11236835,Inactive Investor,Pia Kiebach,Chief Compliance Officer,"Morse Capital Partners, LLC",,,Salesforce
11077185,Inactive Investor,Salvatore Guerrieri,,Cetera Investment Services LLC Pittsford NY 1150 Pittsford Victor Rd,,,Salesforce
10966227,Inactive Investor,Joseph Rebich-Crowley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bothell WA 1115 228th St SE",joseph.rebich-crowley@ml.com,,Salesforce
11211022,Inactive Investor,Scott Ubbelohde,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,scott.ubbelohde@thrivent.com,,Salesforce
10916149,Inactive Investor,Artie Kwok,Managing Director,Goodhaven Capital Management,artie@goodhavenllc.com,,Salesforce
10891543,Inactive Investor,Jeffrey Davids,Financial Advisor,Edward Jones Winston Salem NC 3809 Forrestgate Dr,jeff.davids@edwardjones.com,,Salesforce
249235,,Mriganka Pattnaik,,Merkle Science,mriganka@merklescience.com,.,Manual List Upload
10910000,Inactive Investor,Brenda Greegor,,Cetera Investment Services LLC Shreve OH 201 N Market St,brenda.greegor@ceterais.com,,Salesforce
9622376,,richard wallis,,,rwallis444@yahoo.com,,List import
10821692,Inactive Investor,Jeffrey Gunder,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC King Of Prussia PA 610 Freedom Business Center Dr",jeffrey.f.gunder@ampf.com,,Salesforce
10774701,Inactive Investor,Brian Hunter,Chief Compliance Officer;Chief Executive Officer;Managing Director,"Strategic Capital Allocation Group, L.L.C. Boston MA 800 Boylston St",bhunter@scagrp.com,,Salesforce
9617160,,Troy Wood,,,troynwood10@gmail.com,,List import
9614397,,ronald richer,,,ronaldgricher@gmail.com,,List import
11116678,Inactive Investor,Kelly Harms,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,kelly.harms@primerica.com,,Salesforce
337851,,Jeffrey Cerny,"Treasurer, senior Managing Director","Ofs Capital Management, Llc",jcerny@ofscapital.com,847-734-2000,Manual List Upload
82534,,Mark Sperber,,N/a,msperber313@gmail.com,4126905833,
10763514,Inactive Investor,William Boylan,Financial Advisor,Edward Jones Saint Marys PA 8 Franklin Ctr,bill.boylan@edwardjones.com,,Salesforce
11079582,Inactive Investor,Richard Ratterman,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Edwardsville IL 600 Country Club Vw",,,Salesforce
11053893,Inactive Investor,James Masur,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",jmasur@massmutual.com,,Salesforce
10976782,Inactive Investor,Lucas Nikolaisen,Wealth Advisor,Krilogy,,,Salesforce
11008603,Inactive Investor,Dahvia Doring,,LPL Financial LLC Cohoes NY 100 Mohawk St,dahvia.doring@lpl.com,,Salesforce
11165212,Inactive Investor,Adam Perry,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 500 Lee St E",adam.m.perry@ml.com,,Salesforce
11003363,Inactive Investor,Skyler Conway,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
10901324,Inactive Investor,Melchiore Palminteri,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11159253,Inactive Investor,Markita McNair,,"Allstate Financial Services, LLC Waldorf MD 2939 Old Washington Rd",markitamcnair@allstate.com,,Salesforce
11011428,Inactive Investor,Jonathan Lamprecht,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jonathan.lamprecht@equitable.com,,Salesforce
11082424,Inactive Investor,Philip Watson,Business Development Manager;Private Wealth Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 3000 Woodcreek Dr",philip.j.watson@ampf.com,,Salesforce
9640354,,Johanna Kyrklund,,,johanna.kyrklund@schroders.com,,List import
11132683,Inactive Investor,Paul Degrazia,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",paul.degrazia@ml.com,,Salesforce
9637820,,Tip Ghosh,,,tipghosh@yahoo.com,,List import
10947568,Inactive Investor,Benjamin Gutfranski,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9573045,,Nicholas Marino,,,nicholas.marino@surveyor-capital.com,,List import
9560071,,Robb Newman,,,robb.newman@pnc.com,,List import
11176495,Inactive Investor,Ryan Doyal,,"Ameriprise Financial Services, LLC Houston TX 5300 Memorial Dr",,,Salesforce
11157409,Inactive Investor,Daylon Betzold,,J.P. Morgan Securities LLC Gilbert AZ 802 N Gilbert Rd,daylon.betzold@jpmorgan.com,,Salesforce
11054566,Inactive Investor,Stuart Dubson,Associate Director - Portfolio Management,Morgan Stanley New York NY 101 Park Ave,stuart.dubson@morganstanley.com,,Salesforce
10932807,Inactive Investor,Jeffrey Hammond,Regional Director,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",jeffrey.hammond@prudential.com,,Salesforce
10992674,Inactive Investor,Nathan Poiry,,J.P. Morgan Securities LLC Oregon OH 2601 Navarre Ave,nathan.poiry@jpmorgan.com,,Salesforce
10760857,Inactive Investor,Jorge Montealegre,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,jorge.montealegre@opco.com,,Salesforce
10646031,,Joseph Cruz,,,joseph.cruz@53.com,,List Import
9577190,,William Vener,,,william.vener@tfaconnect.com,,List import
11061866,Inactive Investor,Joshua Dannemiller,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
10934393,Inactive Investor,Mark Grbesa,,Avant-Garde Trading Securities,,,Salesforce
10897773,Inactive Investor,Zachary Organ,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",zachary.organ@tiaa.org,,Salesforce
11220564,,Andrew Donohue,,,andrew.donohue@pgim.com,,Other
11058749,Inactive Investor,Nicholas Mucci,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,,,Salesforce
11152660,Inactive Investor,Frank McLane,Investment Advisor Representative,"Centaurus Financial, Inc. Tomball TX 14015 Park Dr",,,Salesforce
9557543,,Frank Lavin,,,frank.lavin2@securitiesamerica.com,,List import
10659898,,Matthew Hutchison,,,matt.hutchison@thrivent.com,,List Import
11086838,Inactive Investor,Barbara Sanders,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,barbara.sanders@primerica.com,,Salesforce
11131753,Inactive Investor,Christopher Jackson,,Cetera Financial Specialists LLC Newtown Square PA 18 Campus Blvd,christopher.jackson@ceterafs.com,,Salesforce
346733,,Gregory Case,Limited Partner,Peakequity Partners Management Co Lp,gcase@peakequity.com,484-253-0001,Manual List Upload
218994,,Mani Nazemi,,[Unknown],mani.nazemi@gmail.com,,
10771656,Inactive Investor,Leigh Dean,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",leigh.dean@ml.com,,Salesforce
11077935,Inactive Investor,Christena Hamady,,"Fifth Third Securities, Inc. Durand MI 5300 S Durand Rd",christena.hamady@53.com,,Salesforce
10979312,Inactive Investor,Luis Perdomo,,LPL Financial LLC New York NY 470 Park Ave S,luis.perdomo@lpl.com,,Salesforce
11153360,Inactive Investor,Charlotte Dowell,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",charlotte.dowell@bernstein.com,,Salesforce
9544024,,Sarah Ericson,,,sarah.ericson@mosaicinfo.org,,List import
11134454,Inactive Investor,Ashley Land,,J.P. Morgan Securities LLC Bloomington IN 2642 E 3rd St,ashley.satter@chase.com,,Salesforce
10954336,Inactive Investor,John Sprague,,LPL Financial LLC La Plata MD 6529 Crain Hwy,john.sprague@lpl.com,,Salesforce
10792949,Inactive Investor,Selene Brown,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
10789415,Inactive Investor,Andrew Miller,Branch Manager;Senior Vice President - Private Wealth Management,Robert W. Baird & Co. Incorporated Portland OR Private Residence,,,Salesforce
9466540,,Burke Kaltenberger,,BKMG Properties LLC,klzr1m@gmail.com,,List Import
11196085,Inactive Investor,Brandon Ulloa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",brandon.ulloa@ml.com,,Salesforce
10526505,,Michael Genelin,,,mikegenelin@gmail.com,,Web Form Fillout
10895363,Inactive Investor,Samuel Toelle,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11154586,Inactive Investor,John Conrad,,State Farm VP Management Corp. Jefferson City MO 308 Monroe St,,,Salesforce
9575616,,Sheena Foster,,,letsbuild@sustainabuilders.com,,List import
11140882,Inactive Investor,Carson Tennyson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
9541699,,Shawn Dimantha,,,shawn.dimantha@gmail.com,,List import
9595696,,Nicholas Ventura,,,nventura@venturawealth.com,,List import
10979645,Inactive Investor,Scott Beal,,"W&S Brokerage Services, Inc. Dover OH 2620B N Wooster Ave",,,Salesforce
11008105,Inactive Investor,Amy Hinkle,,PFS Investments Inc. Windsor Locks CT 5 National Dr,ahinkle@primerica.com,,Salesforce
10919382,Inactive Investor,Brett Williams,,LPL Financial LLC Pleasanton CA 5776 Stoneridge Mall Rd,brett.williams@lpl.com,,Salesforce
11071547,Inactive Investor,Zachary Lytle,Chief Compliance Officer;Chief Operating Officer;Regulatory Contact,Wiser Advisor Group,,,Salesforce
11229727,Inactive Investor,Alexander Hammersmith,,"Northwestern Mutual Investment Services, LLC Olathe KS 17795 W 106th St",alexander.hammersmith@nm.com,,Salesforce
10870502,Inactive Investor,Gang Lu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",gang.lu@transamerica.com,,Salesforce
10942432,Inactive Investor,Robert Brown,,"Horace Mann Investors, Inc. Asheville NC 4 Olde Eastwood Village Blvd",,,Salesforce
10911250,Inactive Investor,Corey Cresenzi,,"Northwestern Mutual Investment Services, LLC Ormond Beach FL 1275 W Granada Blvd",corey.m.cresenzi@nm.com,,Salesforce
10755729,Inactive Investor,Mark Conrad,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,mark.conrad@ubs.com,,Salesforce
9550035,,Jordan Wand,,,jordan.wand@maplelanecapital.com,,List import
10843462,Inactive Investor,David Corson,,LPL Financial LLC Mount Laurel NJ 9000 Midlantic Dr,david.corson@lpl.com,,Salesforce
9639797,,Tim Sterk,,,tim.sterk@aegonassetmanagement.com,,List import
10884920,Inactive Investor,Giridhar Banigallapati,,Citigroup Global Markets Inc.,giridhar.banigallapati@citigroup.com,,Salesforce
10945402,Inactive Investor,Darrik Fisk,,"Charles Schwab & Co., Inc. Southlake TX 3000 Schwab Ln",,,Salesforce
10612481,,David Daly,Financial Advisor,,david.x.daly@ampf.com,,List Import
11030599,Inactive Investor,Lingfang Zhang,,J.P. Morgan Securities LLC Irvine CA 2244 Barranca Pkwy,lingfang.zhang@jpmorgan.com,,Salesforce
10485014,,Stephen Hill,"Chief Compliance Officer, Managing Member",Stephen F. Hill and Associates L.L.C.,stephenfhill@yahoo.com,,List Import
10962857,Inactive Investor,Andrew Clement,Chief Compliance Officer;Founder;Managing Member;Owner;Wealth Advisor,"Alongside Wealth Advisors, LLC",andrew@alongsidewealthadvisors.com,,Salesforce
240074,,Kelly Donnelly,,[Unknown],kdonnelly@macg.com,,Database Upload
10944277,Inactive Investor,Samuel Garnett,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,sgarnett@primerica.com,,Salesforce
10645338,,Hitesh Dharamshi,,,hitesh.dharamshi@bmo.com,,List Import
10965289,Inactive Investor,Kelli Trahan,,Arvest Wealth Management Bentonville AR 201 NE A St,ktrahan@arvest.com,,Salesforce
11069569,Inactive Investor,Jace Darrow,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",jace.darrow@nm.com,,Salesforce
10915460,Inactive Investor,Robert Regan,Chief Investment Officer;President,"Regan Investments, Inc.",robert@reganinv.com,,Salesforce
10833472,Inactive Investor,Timothy Altepeter,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC",timothy.altepeter@wellsfargoadvisors.com,,Salesforce
9639118,,Andrea Tessler,,,atessler@familymanage.com,,List import
10841181,Inactive Investor,Evelyn Franklin,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",kerry.franklin@ml.com,,Salesforce
10852704,Inactive Investor,Klejdi Meta,Registered Client Associate,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",,,Salesforce
11093422,Inactive Investor,Eric Burn,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",eric.burn@wellsfargoadvisors.com,,Salesforce
10986254,Inactive Investor,Edith McCormick,,"Osaic Wealth, Inc. Tarzana CA 18801 Ventura Blvd",,,Salesforce
10941687,Inactive Investor,Lynette Cole,,"J.W. Cole Financial, Inc. Webster NY 975 Ebner Dr",,,Salesforce
11175675,Inactive Investor,Charles Hatt,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",charles.hatt@schwab.com,,Salesforce
72122,,Daniel Lescoezec,President & Treasurer,"Hickory Asset Management, Inc.",dan@hickoryassetmanagement.com,440-358-1330,Manual List Upload
10932222,Inactive Investor,Elliot Omanson,Chief Executive Officer;Manager;Managing Partner,OWLFI,elliot@owlfi.com,,Salesforce
10896282,Inactive Investor,William McDowell,,Fidelity Brokerage Services LLC,william.mcdowell@fmr.com,,Salesforce
10830667,Inactive Investor,Michael Messinger,Managing Partner;Portfolio Manager;Regulatory Contact,"Redwood Investment Management, LLC. Los Angeles CA 1117 S Robertson Blvd",mmessinger@redwoodim.com,,Salesforce
9611400,,Tre Parker,,,spnkubtch@yahoo.com.au,,List import
10647311,,Gregory Stringari,,,greg.stringari@wfafinet.com,,List Import
10878984,Inactive Investor,Mary Baldwin,Wealth Advisor,"Buckingham Strategic Wealth, LLC Satellite Beach FL 2000 S Patrick Dr",mbaldwin@buckinghamgroup.com,,Salesforce
9577095,,Ryan Knotts,,,ryan.knotts@pnc.com,,List import
11026884,Inactive Investor,Mark McLaughlin,,PFS Investments Inc. Minneapolis MN 7800 Metro Pkwy,mark.mclaughlin@primerica.com,,Salesforce
10985388,Inactive Investor,Jacob Kaplan,,National Bank of Canada Financial Inc.,,,Salesforce
10954874,Inactive Investor,Nicholas Iarrobino,,Chelsea Financial Services Huntington Station NY 545 E Jericho Tpke,niarrobino@chfs.com,,Salesforce
9597336,,Pamela Stephenson,,,pss@hmpayson.com,,List import
9582307,,Gordon Fyfe,,,pgfyfer@yahoo.ca,,List import
10804209,Inactive Investor,Scott Fahlsing,,Thrivent Investment Management Inc. Duluth MN 4884 Miller Trunk Hwy,scott.fahlsing@thrivent.com,,Salesforce
11195006,Inactive Investor,Bailey Cleveland,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10934825,Inactive Investor,Jill Hitchcock,Financial Advisor,Edward Jones Caldwell ID 2707 S 10th Ave,,,Salesforce
11101605,Inactive Investor,Daniel Anderson,,State Farm VP Management Corp. Saint Cloud MN 300 23rd Ave N,,,Salesforce
10849183,Inactive Investor,Karen Hansen,,"Osaic Wealth, Inc. Anchorage AK 1600 A St",khansen@osaicwealth.com,,Salesforce
11169381,Inactive Investor,Taylor Driver,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
221473,,Rafal Karpinski,,[Unknown],rafalqueens@gmail.com,,
11036377,Inactive Investor,Emily Freling,,B. Riley Wealth Management Dallas TX 4713 W Lovers Ln,eeisenhauer@brileywealth.com,,Salesforce
11180850,Inactive Investor,Richard Sosa,Senior Wealth Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,richard.g.sosa@citi.com,,Salesforce
207360,,Joe Mallen,,Helios Quantitative Research,joseph.mallen@gmail.com,,Event
9610928,,sam Harris,,,samharris278@yahoo.com,,List import
10975737,Inactive Investor,Michael Ryan,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",,,Salesforce
11093413,Inactive Investor,McKensie Badal,Financial Advisor,"CUSO Financial Services, L.P. Gilbert AZ Private Residence",,,Salesforce
10803796,Inactive Investor,John Gould,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",john_gouldiii@ml.com,,Salesforce
225581,, -,,[[Unknown]],tylerwayward@gmail.com,,Initial Salesforce Import
10756546,Inactive Investor,David Porter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",d_porter@ml.com,,Salesforce
9639188,,Juan Martinez,,,juan.martinez@knightfoundation.org,,List import
10909826,Inactive Investor,Michael Sidello,Financial Advisor,LPL Financial LLC Manlius NY 8195 Cazenovia Rd,m.sidello@lpl.com,,Salesforce
11001664,Inactive Investor,Skyler Stokes,,Emerson Equity LLC Del Mar CA 445 Marine View Ave,,,Salesforce
370661,,Rich Florin,,[Unknown],richflorin@hotmail.com,,Salesforce
10901773,Inactive Investor,Mike Kilpatrick,,"Centaurus Financial, Inc. Camarillo CA 5999 Ridge View St",,,Salesforce
11091012,Inactive Investor,Jack Augenblick,,MissionSquare Investment Services,jaugenblick@icmarc.org,,Salesforce
10811927,Inactive Investor,Christopher Phillips,Financial Advisor;First Vice President - Financial Advisor;Senior Portfolio Manager,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",chris.phillips@rbc.com,,Salesforce
11101949,Inactive Investor,Shamiza Bansie,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,shamiza.a.bansie@chase.com,,Salesforce
10825910,Inactive Investor,Scott Carter,,"Concourse Financial Group Securities, Inc. Blairsville GA 340 Young Harris St",scott.carter@concoursefinancial.com,,Salesforce
11051488,Inactive Investor,Bryan Vowels,Chief Compliance Officer;Chief Executive Officer;Founding Partner;Member,"TrueNorth Wealth & Impact, LLC",bryan.vowels@vowelsstovern.com,,Salesforce
10767590,Inactive Investor,Marcia Brassieur,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Galveston TX 306 22nd St",marcia_brassieur@ml.com,,Salesforce
10645899,,Gregory Tong,,,greg.tong@lpl.com,,List Import
10822487,Inactive Investor,Frederick Rothfuss,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",frederick.rothfuss@ml.com,,Salesforce
10943180,Inactive Investor,Duncan Strickland,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,duncan.strickland@fidelity.com,,Salesforce
10899855,Inactive Investor,Jonathan Drew,,Fidelity Brokerage Services LLC,,,Salesforce
10915263,Inactive Investor,Katie Tollison,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",katie.tollison@firstcitizens.com,,Salesforce
11041983,Inactive Investor,Huihui Huyao,,J.P. Morgan Securities LLC Seattle WA 2701 1st Ave,huihui.huyao@jpmorgan.com,,Salesforce
10558046,,John Simon,,,johnjsimon123@gmail.com,,Web Form Fillout
10969778,Inactive Investor,Stephen Belasco,Financial Advisor,"Staines Financial, LLC",alex@stainesfinancial.com,,Salesforce
337476,,Michelle Kelch,"Client Specialist , Insurance Coordinator",Garnett Investment Strategies,michelle@garnettinvestments.com,402-223-3343,Manual List Upload
10486920,,Brian Moore,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",brian_moore@ml.com,,List Import
48629,,Kelly Kamhoot,Relationship Manager,Fisher Investments,k.kamhoot@fi.com,,
10617955,,Douglas Guziec,,,douglas.guziec@wellsfargoadvisors.com,,List Import
233798,, -,,[[Unknown]],gentlegiant.interview@gmail.com,,
10999573,Inactive Investor,Megan Barber,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,mbarber@primerica.com,,Salesforce
10810687,Inactive Investor,Raife Giovinazzo,Board Member;Director - Research;Managing Partner;Portfolio Manager,Fuller & Thaler Asset Management Inc,rgiovinazzo@fullerthaler.com,,Salesforce
10819441,Inactive Investor,David Karam,Chief Compliance Officer;President,Atlantis Capital Management Corporation Chagrin Falls OH 55 Garden Park Dr,atlantis@apk.net,,Salesforce
10926734,Inactive Investor,Gregory Green,,"Allstate Financial Services, LLC Colorado Springs CO 2812 W Colorado Ave",gregorygreen@allstate.com,,Salesforce
10848269,Inactive Investor,Kristen Fourtner,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,kristen.williams@lpl.com,,Salesforce
11211030,Inactive Investor,Jaeson Morrison,Financial Associate,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,jaeson.morrison@thrivent.com,,Salesforce
10854130,Inactive Investor,David Redick,,J.P. Morgan Securities LLC Troy OH 1011 W Main St,david.redick@jpmorgan.com,,Salesforce
10813798,Inactive Investor,David Varela,Complex Director;Complex Manager;Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Boston MA 60 State St,,,Salesforce
10811089,Inactive Investor,Mason Sommer,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",mason.sommer@wellsfargoadvisors.com,,Salesforce
9638370,,Sandy Shen,,,sandy@manhattanfamilyoffice.com,,List import
10891269,Inactive Investor,Charles Holt,Financial Advisor,Edward Jones Erie PA 919 W 38th St,,,Salesforce
125169,,Oliver Pursche,,Wealthspire Advisors,opursche@mjbc.com,,
10769829,Inactive Investor,Katherine Foley,,"Wells Fargo Advisors Financial Network, LLC",katie.foley@wellsfargoadvisors.com,,Salesforce
11076554,Inactive Investor,Mary Ceglinski,,Morgan Stanley Dallas TX 8383 Preston Center Plz,,,Salesforce
11168144,Inactive Investor,Philip Fett,Financial Advisor;Managing Director,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",philip.fett@rbc.com,,Salesforce
54105,,Christopher Osborne,"Head - Supervision, Vice President",Thrivent Investment Management Inc.,christopher.osborne@thrivent.com,612-844-7208,
10922343,Inactive Investor,Jared Burns,,"The Investment Center, Inc. Plattsburgh NY 40 Brinkerhoff St",jburns@investmentctr.com,,Salesforce
9639612,,Lee Calfo,,,lcalfo@bluestonecm.com,,List import
10986955,Inactive Investor,Abraham Zellman,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",abraham.zellman@prudential.com,,Salesforce
10612778,,Frank Gambino,Financial Advisor,,frank.v.gambino@ampf.com,,List Import
10875433,Inactive Investor,Caron Whitlach,Financial Associate,Thrivent Investment Management Inc. Jensen Beach FL 3472 NE Savannah Rd,amy.whitlach@thrivent.com,,Salesforce
9554916,,Danielle Deskins,,,ddeskins@dupree-funds.com,,
10768262,Inactive Investor,Patricia Felegy,,"Wells Fargo Clearing Services, LLC Hyannis MA 1513 Iyannough Rd",patricia.felegy@wfadvisors.com,,Salesforce
10728766,,Faloku Opeyemi,,,falokunnike@gmail.com,,Web Form Fillout
10807634,Inactive Investor,William Bishoff,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
10757184,Inactive Investor,Jessica Lackmeyer,Analyst;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",jessica.lackmeyer@ml.com,,Salesforce
11135549,Inactive Investor,Robert Meyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",robert.e.meyer@ml.com,,Salesforce
11185303,Inactive Investor,Ernesto Guerrero,,"Wells Fargo Clearing Services, LLC Reston VA 1498 Northpoint Village Ctr",,,Salesforce
10852527,Inactive Investor,William Hage,Wealth Management Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,will_hage@glic.com,,Salesforce
199292,,John Foresman,,JMC,jmfexpenses@gmail.com,7085105080,
5031437,,Mukul Pal,,,pal.mukul@gmail.com,,Web Form Fillout
11130016,Inactive Investor,Saul Alvarez,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",,,Salesforce
9604001,,ALISSA OSTROVE,,,aostrove@cryptocompare.com,,List import
10808718,Inactive Investor,Melanie Barber,Vice President,Morgan Stanley Sarasota FL 2 N Tamiami Trl,melanie.scherer@morganstanley.com,,Salesforce
11156657,Inactive Investor,Joseph Hurston,Financial Advisor;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Hattiesburg MS 6555 U S Hwy 98",joseph.hurston@benjaminfedwards.com,,Salesforce
11128450,Inactive Investor,Charles Campbell,,"Osaic Wealth, Inc. Bolivar MO 1630 S Killingsworth Ave",,,Salesforce
10876981,Inactive Investor,Yihe Luo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",yihe.luo@ml.com,,Salesforce
10891742,Inactive Investor,Grace Himmelright,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Willoughby OH 9328 Chillicothe Rd",grace.himmelright@tfaconnect.com,,Salesforce
11011284,Inactive Investor,Brian Hall,Financial Advisor;Financial Representative,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",hall.brian@principal.com,,Salesforce
10488366,,Robby Markose,"Founder, Managing Member, Managing Partner, Regulatory Contact","Samson Capital Group, LLC",rkm@samsoncg.com,,List Import
10916432,Inactive Investor,Peggyann Mueller,Member;Operations Manager,FYRA Capital Management,,,Salesforce
9543402,,Felix Garo,,,felixcustomfurniture@icloud.com,,List import
10957737,Inactive Investor,John Garrett,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,brad.garrett@citi.com,,Salesforce
11083077,Inactive Investor,Todd Seagrave,Financial Advisor,GWN Securities Inc. Wayne PA 940 W Valley Rd,tseagrave@gwnsecurities.com,,Salesforce
10805147,Inactive Investor,Kevin McCollum,Member;Principal,C & J Wealth Advisors Oak Ridge TN 575 Oak Ridge Tpke,,,Salesforce
11296288,,Kenneth Rivera,,,kenrivera21@gmail.com,,Web Form Fillout
11149603,Inactive Investor,James Bohm,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Carlsbad CA 5796 Armada Dr",james.bohm@schwab.com,,Salesforce
10816764,Inactive Investor,John Hansen,,"Northwestern Mutual Investment Services, LLC Brookfield WI 675 N Brookfield Rd",john.hansen@nm.com,,Salesforce
10805372,Inactive Investor,Andrea Lepley,Financial Advisor,Edward Jones Norwalk OH 56 Stower Ln,andrea.lepley@edwardjones.com,,Salesforce
11080125,Inactive Investor,Blake Harrison,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9617414,,Mercedes Flores -,,,meche82394541@gmail.com,,List import
11238609,,David Fraser,,,dfraser@mawer.com,,Salesforce
10811976,Inactive Investor,William Reepmeyer,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,william.reepmeyer@opco.com,,Salesforce
10796059,Inactive Investor,Michael Skrynecki,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",mike.skrynecki@raymondjames.com,,Salesforce
10812448,Inactive Investor,Samuel Solondz,,"Truist Investment Services, Inc. Washington DC 1445 New York Ave NW",samuel.solondz@truist.com,,Salesforce
11094624,Inactive Investor,Michael Dracoulis,Financial Advisor,"Osaic Wealth, Inc. Chesterfield VA Private Residence",,,Salesforce
11015921,Inactive Investor,Timothy Roberts,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,tdrobertsii@ft.newyorklife.com,,Salesforce
10472910,,Vanessa Salem,,,usnewfunds@lseg.com,,Web Form Fillout
11207011,Inactive Investor,Michael Mcgovern,,Fisher Investments,,,Salesforce
11083954,Inactive Investor,Lori Sailer,,Key Investment Services LLC Kokomo IN 1151 E Hoffer St,lsailer@kisinvestments.com,,Salesforce
10881931,Inactive Investor,Jessee White,Financial Advisor,Edward Jones Bristol TN 636 Shelby St,jessee.white@edwardjones.com,,Salesforce
10841432,Inactive Investor,Robert Tannenbaum,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",robert.tannenbaum@wellsfargoadvisors.com,,Salesforce
11218327,,Riley Allen,,,riley.allen@jpmorgan.com,,List Import
10830859,Inactive Investor,Sandy Wilcox,First Vice President;Wealth Advisor,Morgan Stanley Indianapolis IN 111 Monument Cir,sandy.wilcox@morganstanley.com,,Salesforce
11168037,Inactive Investor,Katrina Sable,Financial Advisor;Portfolio Analyst,"Stifel Independent Advisors, LLC Pasadena CA 975 S Fair Oaks Ave",sablek@stifelindependence.com,,Salesforce
10793432,Inactive Investor,Larry Smith,,NYLIFE Securities LLC Falls Creek PA 52 Main St,lynnlsmith@ft.newyorklife.com,,Salesforce
9633516,,Ken Tyson,,,jktyson@ft.newyorklife.com,,List import
11036047,Inactive Investor,Michael Rinaldi,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",rinaldim@stifel.com,,Salesforce
6815853,,Safina Nazir,,,safina11@hotmail.co.uk,,Web Form Fillout
10424498,,Janardhan Pothala,,,janardhan3198@gmail.com,,Web Form Fillout
10619016,,Bradley Zamler,,,bradley.zamler@morganstanley.com,,List Import
11011985,Inactive Investor,Narciso Mendoza,,"The Leaders Group, Inc. Torrance CA 3625 Del Amo Blvd",narciso@leadersgroup.net,,Salesforce
10885496,Inactive Investor,Raghunandan Krishnan,,Potentia Wealth,raghu@potentiawealth.com,,Salesforce
10870240,Inactive Investor,Thomas Patricca,Chief Compliance Officer;President,"TLP Financial Services, Inc.",,,Salesforce
10902096,Inactive Investor,Cory Sims,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Sims Investment Management LLC,sim@simsinvestment.com,,Salesforce
11054497,Inactive Investor,James Whitt,Financial Consultant,"First Citizens Investor Services, Inc. Summerville SC 218 S Main St",jamie.whitt@firstcitizens.com,,Salesforce
11107445,Inactive Investor,Lucille Hu,Financial Advisor,Morgan Stanley San Francisco CA 555 California St,lucille.hu@morganstanley.com,,Salesforce
10961260,Inactive Investor,Elizabeth Schatzkin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9643937,,Michael Cunanan,,,mikeylikesfit@gmail.com,,List import
10839131,Inactive Investor,Stephen Stull,Chief Compliance Officer;Chief Executive Officer;Managing Member,Storehouse Financial LLC,stephen@storehousefinancial.com,,Salesforce
10863919,Inactive Investor,Anthony Simor,Investment Advisor Representative,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11192592,Inactive Investor,Martin Campbell,Partner,HighPoint Planning Partners,martin.campbell@hiptpartners.com,,Salesforce
9634470,,Landon Baker,,,lbaker@tailwind.com,,List import
79749,,Brandon Ford,,"Securities America Advisors, Inc.",brandon.ford@securitiesamerica.com,918-496-9116,
9641247,,Chris Connell,,,chris.p.connell@gmail.com,,List import
10895622,Inactive Investor,Trenton Kerr,Investment Specialist,Focus Financial Minneapolis MN 1000 Shelard Pkwy,tkerr@focusfinancial.com,,Salesforce
349859,,Jay Torgerson,"Managing Member, Alternative Regulatory Contact",Cross Financial Advisors,jay.torgerson@lpl.com,503-430-0563,Manual List Upload
10889191,Inactive Investor,Kellye Donald,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",kellye.donald@schwab.com,,Salesforce
10977460,Inactive Investor,Justin Dulczewski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11104440,Inactive Investor,Charles Debok,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11006145,Inactive Investor,Joel Spaw,,"FBL Marketing Services, LLC Kendallville IN 125 E North St",joel.spaw@fblfinancial.com,,Salesforce
224790,,Todd Frankford,,[Unknown],twfrankford@gmail.com,,source
9550866,,Duy Nguyen,,,bdapinvesting@gmail.com,,List import
10531737,,cornelia boyle,Director,Thompson Investment Management,corneliaboyle@gmail.com,3236565858,List Import
11130097,Inactive Investor,Joseph D'Orazio,Director;Founder,"D'Orazio & Associates, Inc.",jad@dorazioadvisors.com,,Salesforce
9614514,,Assem Alassaf,,,smaama.13@gmail.com,,List import
9628252,,Katie Kirts,,,katie_s_kirts@newyorklife.com,,List import
11002098,Inactive Investor,Pamela Tucker,Study Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10896466,Inactive Investor,Shannon Krause,Associate Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Knoxville TN 2220 Award Winning Way",paige.s.krause@ampf.com,,Salesforce
11050040,Inactive Investor,Ann-Marie Harrington,,"Morin Private Client Group, LLC",,,Salesforce
11003446,Inactive Investor,Dariga Iskakova,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,dariga.iskakova@jpmorgan.com,,Salesforce
11162268,Inactive Investor,Blair Horne,Executive Director;Financial Advisor,Morgan Stanley Shelton CT Private Residence,blair.horne@morganstanley.com,,Salesforce
11120036,Inactive Investor,Scott Scales,Financial Advisor,"Ameriprise Financial Services, LLC Evansville IN 20 E Camp Ground Rd",,,Salesforce
10805219,Inactive Investor,Jean Cazeau,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",jean.cazeau@ml.com,,Salesforce
10935015,Inactive Investor,Garrett Taylor,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Miami Beach FL 2340 Collins Ave",taylorg@stifel.com,,Salesforce
10788446,Inactive Investor,Kim Sanchez,Associate Banker,J.P. Morgan Securities LLC Garden Grove CA 11922 Brookhurst St,kim.huynh@jpmorgan.com,,Salesforce
10863733,Inactive Investor,Scott Urbanski,,"HighTower Securities, LLC White Plains NY 44 S Broadway",surbanski@hightoweradvisors.com,,Salesforce
11191001,Inactive Investor,Andrew Hammond,Chief Compliance Officer;Managing Partner;Partner;Senior Wealth Advisor;Wealth Advisor,"AAF Wealth Management, LLC",ahammond@wealth.aafcpa.com,,Salesforce
10874742,Inactive Investor,Justin Ellison,Chief Compliance Officer;Chief Operating Officer,Demand Wealth,wade@demandwealth.com,,Salesforce
9627244,,Ufuk Avun,,,ufukavun65@gmail.com,,List import
203493,,NANCY WALTON,,[Unknown],niw417@gmail.com,,
11067450,Inactive Investor,Andrew Winters,,Country Capital Management Company Troy IL 112 S Main St,andy.winters@countryfinancial.com,,Salesforce
10932887,Inactive Investor,Amalea Zegarzewski,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",amalea.zegarzewski@nm.com,,Salesforce
11154230,Inactive Investor,Pejimmy Faragalla,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,pejimmy.faragalla@goldmansachs.com,,Salesforce
10868758,Inactive Investor,Jeffrey Wood,Vice President,"Pruco Securities, LLC. Hinesburg VT Private Residence",jeffrey.wood@prudential.com,,Salesforce
11144498,Inactive Investor,Maeghan Mcauliffe,,Key Investment Services LLC Essex Junction VT 40 Pearl St,maeghan.mcauliffe@key.com,,Salesforce
11212564,Inactive Investor,Jennifer Schaefer,,"Hornor, Townsend & Kent, LLC Newtown PA 54 Friends Ln",jschaefer@htk.com,,Salesforce
10935250,Inactive Investor,Matthew Sadowsky,,"Charles Schwab & Co., Inc. Allendale NJ Private Residence",matt.sadowsky@schwab.com,,Salesforce
10747938,,Venkata Rachapudi,,,venrac74@gmail.com,7328016050,Web Form Fillout
9644953,,Nichole Walker,,,nichole.walker@cnb.com,,List import
5967306,,Anne E Smith Alicia Smith,,,tiwada2565@kaftee.com,,Web Form Fillout
11206795,Inactive Investor,Matthew Kraegenbrink,,LPL Financial LLC Altoona WI 3707 Hamilton Ave,,,Salesforce
11040544,Inactive Investor,Cristofer Urita,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cristofer_urita@vanguard.com,,Salesforce
11154945,Inactive Investor,Henry Ogworonjo,,Citigroup Global Markets Inc.,,,Salesforce
10821702,Inactive Investor,Joseph Vessio,Private Client Banker,J.P. Morgan Securities LLC Englishtown NJ 146 US Hwy 9,joseph.vessio@chase.com,,Salesforce
9557764,,Chalothon subtayat,,,chalothon.sub@gmail.com,,List import
10859105,Inactive Investor,Judith Bridges,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",judith.bridges@truist.com,,Salesforce
234359,, -,,[[Unknown]],ricm@nicfl.com,,
11015481,Inactive Investor,Kirstin Harper,,PFS Investments Inc. Overland Park KS 4901 W 136th St,kharper@primerica.com,,Salesforce
10807456,Inactive Investor,Michael Schorr,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Marlton NJ 303 Lippincott Dr,michael.schorr@morganstanley.com,,Salesforce
11073109,Inactive Investor,Sergio Huizar,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,sergio.huizar@chase.com,,Salesforce
9629574,,Brandon Kramer,,,brandon.kramer.bk@gmail.com,,List import
11041604,Inactive Investor,Chung-Wei Yang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 525 S Jackson St",,,Salesforce
10764437,Inactive Investor,Andrew Rubin,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",andrew.rubin@nm.com,,Salesforce
11099679,Inactive Investor,Jeremiah Morell,,"Hantz Financial Services, Inc. Davison MI 625 S State Rd",jeremiah.morell@hantzgroup.com,,Salesforce
10826414,Inactive Investor,Charles Huber,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",chic.huber@rbc.com,,Salesforce
11077667,Inactive Investor,Sasho Smileski,Financial Consultant,"Charles Schwab & Co., Inc. Lynnwood WA 19020 33rd Ave W",,,Salesforce
9599719,,Kevin Shea,,,kevin.shea@thinkingbeyond.com,,List import
11096675,Inactive Investor,Kathleen Tanguay,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,kathleen.tanguay@fidelity.com,,Salesforce
11089433,Inactive Investor,Lance Backowski,,LPL Financial LLC Fresno CA 7815 N Palm Ave,lance.backowski@lpl.com,,Salesforce
236824,, -,,[[Unknown]],shaokanl@foxmail.com,,
11152420,Inactive Investor,Scott Geller,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",scott.geller@wellsfargoadvisors.com,,Salesforce
9645920,,Gary Sutherland,,,garygs2011@gmail.com,,List import
10686160,,Hamza Chini,,,shini.hamzaa@gmail.com,,Web Form Fillout
9634434,,Jennifer Blatt,,,jblatt@harbourvest.com,,List import
10488344,,John Saalfield,,"Concurrent Investment Advisors, LLC",jsaalfield@wealthpartnersalliance.com,,List Import
10488418,,Robert Alpert,"Co-Founder, Principal, Regulatory Contact","210 Capital, LLC",ralpert@atlascap.net,,List Import
10916185,Inactive Investor,Steven Fortner,,William Blair,sfortner@williamblair.com,,Salesforce
10797734,Inactive Investor,John Mulcahy,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",john_c_mulcahy@ml.com,,Salesforce
10816437,Inactive Investor,Lynn Syler,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Tacoma WA 909 A St",,,Salesforce
10822886,Inactive Investor,Robert Smith,Chief Investment Officer;Co-Chief Investment Officer;President,Sage Advisory Services Ltd Co,,,Salesforce
11058912,Inactive Investor,James Lunde,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,james.lunde@fidelity.com,,Salesforce
9642959,,Brent Lengacher,,,brentleng5@gmail.com,,List import
11195397,Inactive Investor,Donald Franks,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
11216852,,Robert Thielmann,,,rthielmann@janney.com,,List import
9604091,,Yizheng Zhao,,,zyz.harper07@gmail.com,,List import
246004,,Not Provided,,FTC,ianlbarlow@gmail.com,,Manual List Upload
10758907,Inactive Investor,Lisa D'Amico,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",lisa_damico@ml.com,,Salesforce
11101141,Inactive Investor,Lina Clarke,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
11104925,Inactive Investor,Paula Raleigh,,UBS Financial Services Inc. Portland ME 1 City Ctr,paula.raleigh@ubs.com,,Salesforce
9588276,,David Chittenden,,,dchittenden@armorycapital.com,,List import
10770664,Inactive Investor,Bernard Dillard,Associate Market Manager;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Los Angeles CA 444 S Flower St,bernard.dillard@morganstanley.com,,Salesforce
10971773,Inactive Investor,Daniel Azalde,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11211386,Inactive Investor,Peyton Smithwick,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",peyton.smithwick@tiaa.org,,Salesforce
9614950,,gordon browne,,,daffy502@yahoo.com,,List import
9645203,,walter stender,,,walter@mckplumb.com,,List import
10889313,Inactive Investor,James Davis,Financial Advisor;Wealth Advisor,"Wealth Management Advisors, LLC",,,Salesforce
10762430,Inactive Investor,Jerry Colletti,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,jerry.colletti@morganstanley.com,,Salesforce
11213158,Inactive Investor,Megan Bach,,Cetera Advisor Networks LLC Buffalo NY 3635 Genesee St,bachm@ceteranetworks.com,,Salesforce
11150199,Inactive Investor,Andrew Walker,,"Wells Fargo Clearing Services, LLC Burlington NC 2832 S Church St",andy.walker@wellsfargoadvisors.com,,Salesforce
11262155,Inactive Investor,Stephen Adamson,,PENSCO Trust Company,sadamson@pacificpremiertrust.com, +1 3036583220,Salesforce
11131146,Inactive Investor,William Marino,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,william.marino@ubs.com,,Salesforce
9640792,,keith fortson,,,keith.fortson@gmail.com,,List import
11028225,Inactive Investor,Angela Kimpel,,J.P. Morgan Securities LLC Hartland WI 3201 Village Square Dr,angela.r.kimpel@chase.com,,Salesforce
11203057,Inactive Investor,Sonja White,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Owner;President,"Fortune Wealth Management, LLC",sonja@fortunewealthmanagement.com,,Salesforce
10916216,Inactive Investor,Brandon Brinkman,Senior Wealth Advisor,LPL Financial LLC Fort Worth TX 1701 River Run,brandon.brinkman@lpl.com,,Salesforce
11026767,Inactive Investor,Sharon Pfeifer,,LPL Financial LLC Minong WI Private Residence,sharon.pfeifer@lpl.com,,Salesforce
11102597,Inactive Investor,Jacques Felix,,PFS Investments Inc. West Palm Beach FL 1665 Palm Beach Lakes Blvd,jacquesjean-felix@primerica.com,,Salesforce
10873617,Inactive Investor,Anthony Gates,Financial Planner;Member,"FG&G Financial Services, LLC",anthony@farrargatesgreen.com,,Salesforce
10953628,Inactive Investor,Daniel King,Financial Associate,Edward Jones Sand Springs OK 402B E Broadway St,dan.king@edwardjones.com,,Salesforce
10579704,Active Investor,hapatel94@gmail.com,,Himang Patel,hapatel94@gmail.com,7322087482,Salesforce
11013961,Inactive Investor,Charles Ciafre,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",charles.ciafre@nm.com,,Salesforce
9562983,,Klynt Brummett,,,kbrummett@massmutual.com,,List import
11144754,Inactive Investor,Eric Hrebic,Financial Advisor,"Forum Financial Management, LP",ehrebic@forumfinancial.com,,Salesforce
10790703,Inactive Investor,Robert Davey,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",bob.davey@nm.com,,Salesforce
9632192,,Mark Della,,,m_della@sbcglobal.net,,List import
10867936,Inactive Investor,Katherine Nash,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,katherine.nash@fmr.com,,Salesforce
10840031,Inactive Investor,Kristina Baumann,Senior Relationship Manager,"Principal Securities, Inc. Lake Barrington IL Private Residence",baumann.kristina@principal.com,,Salesforce
9545523,,Robert Bartenstein,,,robert.bartenstein@kestrafinancial.com,,List import
11064104,Inactive Investor,Nitin Beri,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9597429,,Thomas Hartman,,,thartman@summitwg.com,,List import
10604184,,Michael DiCambio,First VP,Raymond James,mdicambio@rjf.com,949-734-2227,List Import
10979218,Inactive Investor,Thomas Woodward,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,"Woodward Investment Management, LLC",madison@woodwardim.com,,Salesforce
10618549,,Leonard Dedo,,,len.dedo@ubs.com,,List Import
11034244,Inactive Investor,Sarah Pott,Financial Advisor,LPL Financial LLC Cincinnati OH 6581 Harrison Ave,sarah.pott@lpl.com,,Salesforce
10782553,Inactive Investor,Scott Gibson,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,scott.gibson@jpmorgan.com,,Salesforce
144153,,Katie Moss,,"Cwm, Llc",kmoss@carsoninstitutional.com,,
9572383,,Jody Burgess,,,jody.burgess@gmail.com,,List import
9621885,,Egbert Oostburg,,,egbertoostburg@icloud.com,,List import
10886171,Inactive Investor,Joshua Frieze,,Fidelity Brokerage Services LLC,,,Salesforce
11160950,Inactive Investor,John Westerman,,Commonwealth Financial Network Friendswood TX 1550 W Bay Area Blvd,jwesterman@commonwealth.com,,Salesforce
11047797,Inactive Investor,Todd Reno,,"Kestra Investment Services, LLC Houghton Lake MI 6868 W Houghton Lake Dr",,,Salesforce
11040207,Inactive Investor,Patrick McNaughton,Financial Advisor;Managing Director;Managing Member;Regulatory Contact,"McNaughton Wealth Management, LLC",patrick@mcnaughtonwealthmgmt.com,,Salesforce
11205169,Inactive Investor,Leroy John,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,leroy.john@primerica.com,,Salesforce
11153831,Inactive Investor,Marc Belgiorno,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Midland MI 409 Ashman St",marc.a.belgiorno@wellsfargoadvisors.com,,Salesforce
9600580,,Timothy Sheehan,,,timothypsheehan@gmail.com,,List import
11193077,Inactive Investor,Reed Bruner,Investment Analyst,"Faithward Advisors, LLC",,,Salesforce
11143340,Inactive Investor,Erick Villa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",erick.villa@ml.com,,Salesforce
11231478,Inactive Investor,Martin Felix,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11127890,Inactive Investor,Joseph Fucci,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,joseph.fucci@fmr.com,,Salesforce
9541837,,Dinesh Patel,,,dineshpatel117@yahoo.com,,List import
11087022,Inactive Investor,Matthew Salafia,,Thrivent Investment Management Inc.,matthew.salafia@thrivent.com,,Salesforce
11087599,Inactive Investor,Mark Weddle,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",mark.weddle@raymondjames.com,,Salesforce
223180,,Darius Ross,Managing Director,D alexander Ross Real Estate Capital Partners Interest llc,drspktoyou@yahoo.com,,
9565960,,Valerie Seymour,,,valerie@completefinancialsolutions.org,,List import
10815378,Inactive Investor,Randall Powers,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Skaneateles NY 36 Jordan St",,,Salesforce
10753828,Inactive Investor,Bartosz Jusinski,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,bartosz.jusinski@fidelity.com,,Salesforce
10996393,Inactive Investor,Adam Larson,,J.P. Morgan Securities LLC Minneapolis MN 219 County Road 10 NE,adam.larson@jpmorgan.com,,Salesforce
9647804,,Oliver Oufi,,,olioufi@hotmail.co.uk,,List import
9556220,,Donald Canfield,,,dcanfield@graybillbartz.com,,List import
11004764,Inactive Investor,Ramah Ahmed,,"Wells Fargo Clearing Services, LLC Madison CT 600 Boston Post Rd",,,Salesforce
374199,,Tai Ahmed,,[Unknown],taimur.x.ahmed@gmail.com,,source
11164619,Inactive Investor,Jamie Blott,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10976048,Inactive Investor,Gloria Bugay,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",gloria.bugay@tfaconnect.com,,Salesforce
10824772,Inactive Investor,Thomas Cary,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",thomas.cary@nm.com,,Salesforce
11098117,Inactive Investor,Eric Griffin,,"The Leaders Group, Inc.",,,Salesforce
11230740,Inactive Investor,Robert Dienelt,Financial Advisor,LPL Financial LLC Flowood MS 140 E Metro Dr,,,Salesforce
10472040,,Beth Desnick,,,beth@evologycreative.com,,Web Form Fillout
236077,, -,,[[Unknown]],vainio1234@gmail.com,,
11137818,Inactive Investor,Megan Espinoza,,J.P. Morgan Securities LLC Lockport IL 16057 S Farrell Rd,megan.espinoza@jpmorgan.com,,Salesforce
10882636,Inactive Investor,Kevin Bondi,Financial Advisor,LPL Financial LLC Fort Washington PA 500 Office Center Dr,kevin.p.bondi@ampf.com,,Salesforce
11016918,Inactive Investor,Raymond Ryan,Senior Client Associate,UBS Financial Services Inc. Red Bank NJ 140 Broad St,ray.ryan@ubs.com,,Salesforce
11138700,Inactive Investor,Andrew Knudsen,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10989200,Inactive Investor,Ranae Bart,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",ranae.bart@nm.com,,Salesforce
9648187,,Cindy stamatis,,,skittlingcin@yahoo.com,,List import
10975872,Inactive Investor,Habib Hasbun,,PFS Investments Inc. Miami FL 9360 SW 72nd St,habib.hasbun@primerica.com,,Salesforce
9597943,,Matthew Benamy,,,matthew.benamy@myciowp.com,,List import
11173414,Inactive Investor,Brandy Tezak-Shapiro,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9562212,,Gabriel Cservenak,,,echobreak909@gmail.com,,List import
10488599,,David Hull,"Partner, Chief Compliance Officer","Renovo Capital, Llc",david.hull@renovocap.com,,List import
11135570,Inactive Investor,Scott Froemming,,"Abacus Investments, Inc.",,,Salesforce
10659692,,Kristi Bell,,,kristi.bell@jpmorgan.com,,List Import
10757391,Inactive Investor,Lee Slotnik,Director - Alternative Investments;Financial Advisor,Morgan Stanley Franklin TN 2000 Meridian Blvd,lee.slotnik@morganstanley.com,,Salesforce
10777277,Inactive Investor,Jeremiah Paradis,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jerry.paradis@ml.com,,Salesforce
10790716,Inactive Investor,Elizabeth Frederick,,Fidelity Brokerage Services LLC,elizabeth.frederick@fmr.com,,Salesforce
10920059,Inactive Investor,Mark Dolton,Associate Financial Advisor,D.A. Davidson & Co. Lincoln NE 115 S Canopy St,mdolton@dadco.com,,Salesforce
11017802,Inactive Investor,Jack Solasz,Chief Compliance Officer;Founder;Managing Member,JPS Advisors LLC,jack@jps-advisors.com,,Salesforce
11124421,Inactive Investor,Lezlie Verduzco,,J.P. Morgan Securities LLC Rancho Palos Verdes CA 28300 S Western Ave,lezlie.verduzco@jpmorgan.com,,Salesforce
10833294,Inactive Investor,Paul Biel,,"Ameritas Investment Company, LLC Navarre OH Private Residence",pbiel@ameritas.com,,Salesforce
11143142,Inactive Investor,Peter Pane,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",peter.t.pane@ml.com,,Salesforce
228726,,NoGamesSheep -,,NoGamesSheep [[Unknown]],subarunoob92@gmail.com,,
11050665,Inactive Investor,Sharon Nigh,,"MML Investors Services, LLC Omaha NE 1111 N 102nd Ct",,,Salesforce
10780790,Inactive Investor,Matthew Baker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
353352,,Sandi Seyferth,,Annox Capital LLC,sseyferth@annoxcapital.com,,
184543,,John Engelhart,,[Unknown],engelhart@gmail.com,,source
9595579,,Christopher Kotsifas,,,ckotsifas@gmail.com,,List import
9624866,,Teohuatonalli Cesar,,,teohuatonallicesar@aol.com,,List import
10848769,Inactive Investor,Quinn Shamlian,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",quinn.shamlian@rbc.com,,Salesforce
10953179,Inactive Investor,Marques Guy,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",marques.guy@transamerica.com,,Salesforce
10834114,Inactive Investor,Clifford Migdal,Associate Vice President;Financial Advisor,Morgan Stanley Birmingham MI 34901 Woodward Ave,clifford.migdal@morganstanley.com,,Salesforce
11037303,Inactive Investor,Gabriela De Haro,Assistant Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,gabriela.lopez.de.haro@morganstanley.com,,Salesforce
10771423,Inactive Investor,Cindy Tang,Financial Consultant,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",cindy.diep@wellsfargoadvisors.com,,Salesforce
11144659,Inactive Investor,Henry Smith,,"The Leaders Group, Inc.",,,Salesforce
9588682,,Fadi Boury,"President, CCO",Investor's Advantage,shayes@iscgroup.com,,List import
10963656,Inactive Investor,Jared Harper,Registered Administrative Associate,LPL Financial LLC Danville CA 809 Podva Rd,jared.harper@lpl.com,,Salesforce
10817308,Inactive Investor,Mary Nelson,,"Raymond James & Associates, Inc.",mary.nelson@raymondjames.com,,Salesforce
11109782,Inactive Investor,Kristy Pytel,,LPL Financial LLC La Salle IL 613 1st St,kristy.pytel@lpl.com,,Salesforce
8480806,,Adrianna Caulder,Sr. Investment analyst,T. Rowe Price,adrianna.caulder@troweprice.com,443-546-7819,List Import
11101548,Inactive Investor,Echo Pelster,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Echo Financial LLC,,,Salesforce
11038959,Inactive Investor,Stephanie Hinesley,,The Huntington Investment Company Greenwood IN 372 S State Road 135,stephanie.hinesley@huntington.com,,Salesforce
10841020,Inactive Investor,John Huber,,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
1001813,Inactive Investor,David Solomon,General Partner,Hildred Partners,dsolomon@hildredpartners.com, +1 646 362 5965,
10835139,Inactive Investor,Jerry Positeri,Financial Advisor,"Ameriprise Financial Services, LLC Santa Cruz CA 1237 Soquel Ave",,,Salesforce
10909627,Inactive Investor,Marjorie Carbajal,Financial Advisor,"FigTree Financial Advisors, LLC",mphillips@figtreeadvisors.com,,Salesforce
11141696,Inactive Investor,Dakota Baumhoer,,Edward Jones Jefferson City MO 999 Diamond Rdg,baumhoer@edwardjones.com,,Salesforce
11104888,Inactive Investor,John-Delfin Skovira,Financial Professional,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",,,Salesforce
10837539,Inactive Investor,Brian Flynn,Financial Advisor,"Ameriprise Financial Services, LLC Alexandria LA 207 Ansley Blvd",brian.flynn@ampf.com,,Salesforce
9627487,,S Wall,,,swall3023@gmail.com,,List import
10494560,,Todd Frederick,"Chief Compliance Officer, Managing Member","StoneCreek Private Wealth, LLC",toddemily@sbcglobal.net,,List Import
10489500,,Karen Hawthorne,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",karen_hawthorne@ml.com,940-297-6983,List Import
11203250,Inactive Investor,Ryan Kieckhaefer,First Vice President,"RBC Capital Markets, LLC Delafield WI 440 Wells St",ryan.kieckhaefer@rbc.com,,Salesforce
9624746,,Steven Soria,,,stevensoria24@gmail.com,,List import
11255326,Inactive Investor,Karrie Maier,Investment Advisor Representative,"Pathworks Financial, Inc.",karrie@pathworksfinancial.com,,Salesforce
11010688,Inactive Investor,Jose Borro,Financial Planner,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",jose.borro@prudential.com,,Salesforce
11225859,,Brad Gregory,,G2 Capital Management,bgregory@g2capital.net,,Web Form Fillout
10950984,Inactive Investor,Lisa Christian,,"Kestra Investment Services, LLC Center TX 204 Houston St",,,Salesforce
10858488,Inactive Investor,William Smith,Director;Managing Member;Partner,"Smith Thornton Advisors, LLC",will.smith@smiththornton.com,,Salesforce
11029993,Inactive Investor,Ronald Clark,Financial Advisor,LPL Financial LLC Flowood MS 439A Katherine Dr,ronnie.clark@lpl.com,,Salesforce
11032218,Inactive Investor,Andrew Hartlieb,Chief Executive Officer;Manager,"American Community Wealth Management, LLC Woodstock IL 1290 Lake Ave",ahartlieb@amcomwealth.com,,Salesforce
9579161,,Robert Velardi,,,velardir@gmail.com,,List import
11234492,Inactive Investor,Caroline Yeilding,Associate Complex Manager,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,caroline.yeilding@morganstanley.com,,Salesforce
11008860,Inactive Investor,Mariana Martinez Salazar,,PFS Investments Inc. Meridian ID 1404 N Main St,marianamartinezsalazar@primerica.com,,Salesforce
11060293,Inactive Investor,Matthew Walsh,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11111960,Inactive Investor,Rudy Zendejas,,"City National Securities, Inc.",rudy.zendejas@cnb.com,,Salesforce
10989192,Inactive Investor,Sam Digiovanni,,"Avantax Investment Services, Inc.",sam.digiovanni@avantax.com,,Salesforce
11207342,Inactive Investor,Kristin McCartin,Assistant Vice President;Director,Morgan Stanley Baltimore MD 1201 Wills St,kristin.mccartin@morganstanley.com,,Salesforce
11033180,Inactive Investor,Bradley Eyster,,Citigroup Global Markets Inc. Getzville NY 580 Crosspoint Pkwy,,,Salesforce
10617152,,Jillian Szafranski,,,jillian.szafranski@ampf.com,,List Import
10525446,,Edgard Viladevall,,,edgard@comdea.com,,Web Form Fillout
11056540,Inactive Investor,Kevin Carter,Financial Advisor,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,kevin.carter@morganstanley.com,,Salesforce
11217415,,William Haynes,,,william.haynes@lpl.com,,Other
9541385,,Josh Bederman,,,jbederman@westportcp.com,,List import
10902321,Inactive Investor,Rebecca Samandar,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",rebecca.samandar@ml.com,,Salesforce
11017691,Inactive Investor,Marc Stringer,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,mwstringer@ft.newyorklife.com,,Salesforce
10809710,Inactive Investor,Susie Lu,Financial Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,susie.lu@morganstanley.com,,Salesforce
11092888,Inactive Investor,Leon Wu,,Empire Investment Inc.,,,Salesforce
11125068,Inactive Investor,Michelle Richards,,J.P. Morgan Securities LLC Houston TX 600 Travis St,michelle.richards@jpmorgan.com,,Salesforce
11173305,Inactive Investor,Michael Dostal,,"Principal Securities, Inc. Bucyrus OH 120 S Sandusky Ave",dostal.michael@principal.com,,Salesforce
10927469,Inactive Investor,Christian Williams,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
372260,,Larry Ansell,,United States,larryansell@msn.com,,Salesforce
11208456,Inactive Investor,Brian Guild,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",brian.guild@bankerslife.com,,Salesforce
11043781,Inactive Investor,Brian Tumolillo,,"Northwestern Mutual Investment Services, LLC Savannah GA 617 Stephenson Ave",brian.tumolillo@nm.com,,Salesforce
11076289,Inactive Investor,Mykel Barnes,,Sigma Financial Corporation Grand Rapids MI 4139 Embassy Dr SE,,,Salesforce
11212044,Inactive Investor,Jeffrey Morin,,Commonwealth Financial Network Vernon Rockville CT 281 Hartford Tpke,jmorin@commonwealth.com,,Salesforce
10954189,Inactive Investor,Aidan Carucci,,Fidelity Brokerage Services LLC,,,Salesforce
10616385,,Christopher Kurimay,,,christopher.kurimay@citi.com,,List Import
10646865,,Anne Perry,,,anne.m.perry@lpl.com,,List Import
11026101,Inactive Investor,Norman Belson,,"Farmers Financial Solutions, LLC Littleton CO 5912 S Cody St",nbelson@farmersagent.com,,Salesforce
10988066,Inactive Investor,Justin Pollinger,,"The Leaders Group, Inc.",,,Salesforce
10806665,Inactive Investor,Chad Sheiner,Financial Advisor,"RBC Capital Markets, LLC Colorado Springs CO 102 S Tejon St",chad.sheiner@rbc.com,,Salesforce
11037634,Inactive Investor,Melinda Kaiser,Divisional Manager;Investment Advisor Representative,"Next Financial Group, Inc. Austin TX 13740 N Hwy 183",mkaiser@nextfinancial.com,,Salesforce
229507,, -,,[[Unknown]],rudymon2000@aol.com,,
10978675,Inactive Investor,Christopher Barberini,Director - Wealth Management;Investment Advisor,"Lakeshore Capital Group, Inc.",,,Salesforce
49786,,John Moore,Financial Advisor,SPC,johnmoore@sigmarep.com,210-807-7599,
244043,,Melissa Perry,Bus. Development,Flourish Crypto,melissa.perry@flourish.com,5163183977,Manual List Upload
11205715,Inactive Investor,Sara Fravel,,J.P. Morgan Securities LLC Corydon IN 1881 Old Hwy 135 NW,sara.l.allen@chase.com,,Salesforce
10913070,Inactive Investor,Matthew Holden,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,matthew.holden@ubs.com,,Salesforce
11073169,Inactive Investor,Tyler Bosgraaf,Investment Advisor;Limited Partner,NPF Investment Advisors,tbosgraaf@npfinvest.com,,Salesforce
11065711,Inactive Investor,Alan Meyer,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Temecula CA 27630 Ynez Rd",alan.meyer@wellsfargoadvisors.com,,Salesforce
9640956,,Joseph Morrone,,,jmorrone61@gmail.com,,List import
11107734,Inactive Investor,Joshua Luff,Chief Compliance Officer;Managing Member,"CLP Asset Management, LLC",jluff@clpam.com,,Salesforce
9560888,,Christopher Tischner,,,christopher.tischner@fidelity.com,,List import
10656050,,Ellen Poppen,,,epoppen@savantcapital.com,,List import
11049444,Inactive Investor,Scott Storey,Founder;Managing Director;Regulatory Contact,3Chopt Investment Partners LLC,sstorey@3choptinvest.com,,Salesforce
11126222,Inactive Investor,Katie Christianson,Financial Advisor,Edward Jones Deforest WI 132 W Holum St,katie.christianson@edwardjones.com,,Salesforce
11105155,Inactive Investor,Paul Yamashita,First Vice President - Investments,"Raymond James & Associates, Inc. Honolulu HI 1001 Bishop St",paul.yamashita@raymondjames.com,,Salesforce
11184800,Inactive Investor,Christopher Millward,Chief Compliance Officer;Founder;Managing Member;Managing Partner;Principal,Blueprint Partners LLC,chris@blueprint.family,,Salesforce
9647638,,Richard Liria Nuñez,,,liriaproductions@gmail.com,,List import
10834364,Inactive Investor,Jay Furst,Chief Compliance Officer;Founding Principal,"Forteris Wealth Management, Inc.",jwf@forteriswealth.com,,Salesforce
11085415,Inactive Investor,Emily Archer,,State Farm VP Management Corp.,katie.archer.g3ih@statefarm.com,,Salesforce
10984812,Inactive Investor,Mitchell Mortensen,Portfolio Manager,"Heaton Financial, PC",,,Salesforce
10793622,Inactive Investor,Christopher Gaye,,"Prospera Financial Services, Inc. Gulf Shores AL 4244 Alton St",,,Salesforce
11091072,Inactive Investor,Isahi Medina,,"Centaurus Financial, Inc. Upland CA 818 N Mountain Ave",,,Salesforce
342087,,Robert Riepe,Chief Financial Officer,Whitebox Advisors Llc,rriepe@whiteboxadvisors.com,612-253-6001,Manual List Upload
10971975,Inactive Investor,Thomas Olaviany,,"Bankers Life Securities, Inc. Wilkes Barre PA 613 Baltimore Dr",thomas.olaviany@bankerslife.com,,Salesforce
9571163,,Andrea Browne,,,abrowne883@me.com,,List import
10942602,Inactive Investor,Thomas Brown,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10891809,Inactive Investor,Andrew Pillai,,Fidelity Brokerage Services LLC,,,Salesforce
10942849,Inactive Investor,John Barnard,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10903306,Inactive Investor,Matthew De Leon,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",matthew.x.deleon@ampf.com,,Salesforce
9595974,,Faith Charles,,,fcharles@mollerfinancial.com,,List import
11182476,Inactive Investor,Gregory Stein,Wealth Advisor,Advisory Services Network Souderton PA 751 Wambold Rd,,,Salesforce
11150063,Inactive Investor,Angel Kelchen,Financial Advisor,Edward Jones Castle Rock CO 202 6th St,angel.kelchen@edwardjones.com,,Salesforce
11185029,Inactive Investor,Anna Bonham,,"Intercarolina Financial Services, Inc.",abonham@intercarolina.net,,Salesforce
11087681,Inactive Investor,Michael Martinez,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",michael.1.martinez@prudential.com,,Salesforce
11060670,Inactive Investor,John Schlichte,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
11163403,Inactive Investor,James Ritter,,"MML Investors Services, LLC Bethesda MD 4800 Hampden Ln",jritter@financialguide.com,,Salesforce
10493007,,a b,,,b.ea.tricea.lle.n.458@gmail.com,,Web Form Fillout
10947728,Inactive Investor,James Powlesland,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10968014,Inactive Investor,Cory Johnson,,"J.W. Cole Financial, Inc. Bedford IN 1630 H St",,,Salesforce
11219879,,Robert Sydow,,,rsydow@mesirowfinancial.com,,Other
9553726,,Robert Gephart,,,rob@cantlonfinancial.com,,List import
11094712,Inactive Investor,Patterson Robertson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,pat.robertson@ubs.com,,Salesforce
11221124,,Diana Bolding,,,diana.parker@dfafunds.com,,List Import
11187772,Inactive Investor,Colin Vrabel,,Morgan Stanley,colin.vrabel@morganstanley.com,,Salesforce
10979948,Inactive Investor,Michael Brodsky,Chief Compliance Officer;Chief Executive Officer,"Bosun Asset Management, LLC",,,Salesforce
10793996,Inactive Investor,Steven Culbert,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",steven.culbert@rbc.com,,Salesforce
11031602,Inactive Investor,Dylan Bowsky,,"Wells Fargo Clearing Services, LLC San Mateo CA 81 W Hillsdale Blvd",,,Salesforce
9556104,,Timothy Utecht,,,tutecht@lifeplanningpartners.com,,List import
10953352,Inactive Investor,Robert Still,Client Advisor,Arvest Wealth Management Fayetteville AR 1627 E Joyce Blvd,rstill@arvest.com,,Salesforce
9625442,,Awudu labaran Tanko,,,awudutanko70@gmail.com,,List import
11039287,Inactive Investor,William Ryan,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,william.m.ryan@morganstanley.com,,Salesforce
4950911,,Kal Los,,,klos69090@gmail.com,,Web Form Fillout
10764913,Inactive Investor,Patrick Catarello,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,patrick.catarello@opco.com,,Salesforce
214514,,Don Avgerinos,"Financial Planner, Portfolio Consultant","Ellis Investment Partners, LLC",don@ellisinvestmentpartners.com,610-506-3183,
9593561,,Franklin Parlamis,,,fp@aequim.com,,List import
10618562,,Patrick Coyle,,,p.coyle@ubs.com,,List Import
10806166,Inactive Investor,Michael Sharp,,LPL Financial LLC Mount Laurel NJ 9000 Midlantic Dr,michael.sharp@lpl.com,,Salesforce
10878296,Inactive Investor,Allison Kvikstad,Senior Private Wealth Advisor,Ellevest,akvikstad@ellevest.com,,Salesforce
10896821,Inactive Investor,Nasser Rakha,,J.P. Morgan Securities LLC San Tan Valley AZ 30963 N Golf Club Dr,nasser.rakha@jpmorgan.com,,Salesforce
11108079,Inactive Investor,Amy Best,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",amy.best@equitable.com,,Salesforce
233688,, -,,[[Unknown]],simth0006@gmail.com,,Organic Search
10888489,Inactive Investor,Stephen Dennis,,"Lincoln Douglas Investments, LLC",sdennis@lincolndouglas.net,,Salesforce
9548973,,Khairul Anuar,,,anuarahmad.co@gmail.com,,List import
9626477,,Stephen Ponnampalam,,,ponnams99@yahoo.com,,List import
10914795,Inactive Investor,Wei Luo,,"Osaic Wealth, Inc. Rockville MD 307 Fallsgrove Dr",,,Salesforce
11192936,Inactive Investor,Jane Silcox,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",jane.silcox@valic.com,,Salesforce
10858429,Inactive Investor,Scott Gutman,,LPL Financial LLC Voorhees NJ 2301 E Evesham Rd,scott.gutman@lpl.com,,Salesforce
11089209,Inactive Investor,Brian Bowman,Financial Advisor,Edward Jones Spring TX 2170 Buckthorne Pl,brian.bowman@edwardjones.com,,Salesforce
10875555,Inactive Investor,Alexander Neal,Financial Advisor,LPL Financial LLC Blue Ridge GA 4000 Appalachian Hwy,alexander.neal@lpl.com,,Salesforce
9637313,,Om Barman,,,ombarman@gmail.com,,List import
10905110,Inactive Investor,Shane Cloninger,Registered Principal,LPL Financial LLC Bellevue WA 1417 116th Ave NE,shane.cloninger@lpl.com,,Salesforce
4843319,,Joshua Rubin,,,josh.rubin@wribmfg.com,6309170103,Web form fillout
49601,,Shannon Main,Principal,"Pensionmark Financial Group, Llc",shannon.main@fiduciaryret.com,888-201-5488,Manual List Upload
225001,,Alex Vigion,,[Unknown],mr.plichko@gmail.com,,Direct
167518,,Ryan Schoonmaker,,[Unknown],schoonmaker83@gmail.com,,Organic Search
374147,,Elaine Menchaca,,United States,elainemenchaca@me.com,,Salesforce
10953530,Inactive Investor,Susana Duffy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
7241831,,Meg Dworkin,,,megdworkin@yahoo.com,,Web form fillout
11207887,Inactive Investor,Carolina Yepez,,Snowden Account Services LLC,cyepez@snowdenlane.com,,Salesforce
10899510,Inactive Investor,Kevin Coburn,,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,kevin.coburn@primerica.com,,Salesforce
11152989,Inactive Investor,Robert Parr,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Wellington FL Private Residence",bob.parr@rbc.com,,Salesforce
9589099,,Cameron Clarke,,,camclarke16@gmail.com,,List import
11024925,Inactive Investor,Jeffrey Fero,,LPL Financial LLC Port Charlotte FL 17843 Murdock Cir,,,Salesforce
9616844,,Perth Tolle,,,perth.tolle@lifeandlibertyindexes.com,,List import
10965890,Inactive Investor,William Scott,,Jefferies LLC Chicago IL 155 N Wacker Dr,wscott@jefferies.com,,Salesforce
11104653,Inactive Investor,Charles Roberts,,UBS Financial Services Inc. Hartford CT 1 State St,charles.roberts@ubs.com,,Salesforce
9640590,,Chris La Farge,,,lafarge54@hotmail.com,,List import
11185864,Inactive Investor,Don Gilbert,Chief Compliance Officer,"Miller Wealth Advisors, LLC Spring TX 1330 Lake Robbins Dr",dgilbert@miller-wealthadvisors.com,,Salesforce
2930165,,Joshua Avila,,,joshaviliusshow@gmail.com,,
10926854,Inactive Investor,Richard Roby,,"J.W. Cole Financial, Inc. Boise ID 802 W Bannock St",,,Salesforce
10559706,,Junaid Ackroyd,,,junaidack@gmail.com,,Web Form Fillout
11000553,Inactive Investor,Michael Curry,Associate General Counsel,Edward Jones,,,Salesforce
11156236,Inactive Investor,Nicholas Clarkson,,Deutsche Bank Securities Inc.,,,Salesforce
10824763,Inactive Investor,Paul Moss,Financial Advisor,"Ameriprise Financial Services, LLC Portage MI 7950 Moorsbridge Rd",paul.m.moss@ampf.com,,Salesforce
11041749,Inactive Investor,Nicholas Tylka,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9545068,,Vis chilukuri,,,vis1934@gmail.com,,List import
10788386,Inactive Investor,Harm Zebregs,,Goldman Sachs & Co.,harm.zebregs@gs.com,,Salesforce
10861816,Inactive Investor,Dimitri Amendola,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",dimitri.amendola@ml.com,,Salesforce
11055431,Inactive Investor,Stephen Travers,Senior Client Associate,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",stephen.travers@wellsfargoadvisors.com,,Salesforce
11178670,Inactive Investor,Daniel Bukovcik,,"Investment Planners, Inc. Ovid MI 101 N Main St",dbukovcik@investment-planners.com,,Salesforce
9565241,,John Kelly,,,kellyjohn48@gmail.com,,List import
11188882,Inactive Investor,Steven Maicus,,"Osaic Wealth, Inc. Plattsburgh NY 121 Bridge St",,,Salesforce
11088642,Inactive Investor,Jacqueline Canty,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,jcanty@primerica.com,,Salesforce
11186620,Inactive Investor,Christopher Aquino,,J.P. Morgan Securities LLC Corona NY 5702 99th St,christopher.aquino@jpmorgan.com,,Salesforce
10991471,Inactive Investor,Deborah Raffone,,J.P. Morgan Securities LLC West Palm Beach FL 1102 Royal Palm Beach Blvd,deborah.raffone@jpmorgan.com,,Salesforce
9590449,,Eric De Lange,,,erdelange@outlook.com,,List import
11207216,Inactive Investor,Ryan Burton,Investment Advisor Representative;Research Associate,"Jaffe Tilchin Investment Partners, LLC",rburton@jaffetilchin.com,,Salesforce
9550929,,Tim Uihlein,,,tim@vincerewealth.com,,List import
10971726,Inactive Investor,Kirsten Bethea,,"Northwestern Mutual Investment Services, LLC Summerville SC 201 Sigma Dr",kirsten.bethea@nm.com,,Salesforce
10927866,Inactive Investor,Sean Rhodes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10754846,Inactive Investor,Clarence Milligan,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 1101 Pasadena Ave S",chuck.milligan@wellsfargo.com,,Salesforce
10958055,Inactive Investor,Michael Rookus,,"U.S. Bancorp Investments, Inc. San Diego CA 600 W Broadway",michael.rookus@usbank.com,,Salesforce
10953117,Inactive Investor,Rory Tosh,,"Avantax Investment Services, Inc. Medford OR 841 Ohare Pkwy",,,Salesforce
343498,,Alyson Seufert,Executive Assistant,Kline Hill Partners Lp,ally.seufert@klinehill.com,203-987-6120,Manual List Upload
11015092,Inactive Investor,Dominique Rogers,,J.P. Morgan Securities LLC Avon OH 36200 Detroit Rd,dominique.rogers@jpmorgan.com,,Salesforce
9618708,,Charles Clough,,,cclough@cloughcapital.com,,List import
10781819,Inactive Investor,Nicholas Kuba,,Fidelity Brokerage Services LLC,nicholas.kuba@fidelity.com,,Salesforce
9635187,,Carolyn Colbert,,,carolyn@patteninc.com,,List import
9561074,,George Buckless,,,george.buckless@lfg.com,,List import
11134321,Inactive Investor,John Froman,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Oregon City OR 1600 Molalla Ave",john.froman@usbank.com,,Salesforce
11085335,Inactive Investor,Eduardo Gonzalez,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",eduardo.r.gonzalez@wellsfargo.com,,Salesforce
9574461,,Akintunde Felix,,,akinsoft4real@gmail.com,,List import
11196504,Inactive Investor,Michael Sprague,,State Farm VP Management Corp. Sterling IL 1712 E 4th St,,,Salesforce
11009218,Inactive Investor,Samuel Frucht,Financial Professional,"Voya Financial Advisors, Inc. Washington DC 1917 S St NW",samuel.frucht@voyafa.com,,Salesforce
9634891,,Mike Carlson,,,mikec@wealthfirm.info,,List import
223136,,Guanlin Luo,Trader,GL Capital,luoglclima@gmail.com,,
9616802,,Wendy Dean,,,wd135@hotmail.com,,List import
11027018,Inactive Investor,Meizhi Sun,,J.P. Morgan Securities LLC Syosset NY 550 Jericho Tpke,meizhi.sun@chase.com,,Salesforce
9629099,,Daniel Janke,,,janke05@yahoo.com,,List import
10894563,Inactive Investor,Edward Stephens,,"Osaic Wealth, Inc. Santa Rosa CA 703 2nd St",,,Salesforce
11160184,Inactive Investor,Michael Joseph,,State Farm VP Management Corp. New Castle PA 1614 Highland Ave,,,Salesforce
10937067,Inactive Investor,Ross Haffey,,Morgan Stanley Birmingham MI 34901 Woodward Ave,,,Salesforce
11182481,Inactive Investor,Matthew Neville,Financial Planner,Integrated Wealth Concepts LLC Rockland MA 300 Ledgewood Pl,mneville@ifpadvisor.com,,Salesforce
9598104,,Christina Rea,,,christina@nynewspapers.com,,List import
204912,,Oli De,,[Unknown],ol.crypto@gmail.com,,Organic Search
9575897,,Adam Schwartz,,,adamschwartz@financialguide.com,,List import
10849203,Inactive Investor,Ronald Bernstein,,Lincoln Investment Great Neck NY Private Residence,rbernstein@lincolninvestment.com,,Salesforce
11125642,Inactive Investor,Joshua Jurek,Associate Representative,Thrivent Investment Management Inc. Conroe TX 412 W Phillips St,joshua.jurek@thrivent.com,,Salesforce
10994573,Inactive Investor,Travis Woolsey,,"Mutual of Omaha Investor Services, Inc. Canon City CO 1310 Main St",travis.woolsey@mutualofomaha.com,,Salesforce
11032873,Inactive Investor,Juan Ramos,,PFS Investments Inc. Miami FL 10300 SW 72nd St,juan.ramos@primerica.com,,Salesforce
10830059,Inactive Investor,Gregory Yank,Financial Advisor,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",greg.yank@rbc.com,,Salesforce
223252,,Nimal Vallipuram,Investments,JCC Group,nimal.vallipuram@jccinvestments.com,,
10657261,,Tabassum Faizmohammad,,,tabassum.faizmohammad@jpmorgan.com,,List Import
11148336,Inactive Investor,Michael Fetterolf,,LPL Financial LLC Pittsburgh PA 11 Stanwix St,michael.fetterolf@lpl.com,,Salesforce
9591886,,francis gipaya,,,fgipaya@gmail.com,,List import
10894661,Inactive Investor,John Krieg,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11084858,Inactive Investor,Mark Thompson,Financial Advisor,"Wells Fargo Clearing Services, LLC Tifton GA 114 12th St W",mark.thompson@wellsfargoadvisors.com,,Salesforce
10903743,Inactive Investor,Albert Crimaldi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",albert.crimaldi@ml.com,,Salesforce
10616157,,Carlos Zepeda,,,carlos.zepeda@jpmorgan.com,,List Import
11025515,Inactive Investor,Gregory Leon,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,gregory.leon@primerica.com,,Salesforce
10791924,Inactive Investor,Alexander Timpson,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Portland ME 2 Portland Sq",alex.timpson@ampf.com,,Salesforce
9600305,,Ben Hess,,,bhess@wealthenhancement.com,,List import
10953455,Inactive Investor,Jean Delbuono,,"Osaic Institutions, Inc. Oakville CT 216 Davis St",,,Salesforce
10604619,,Jacqueline Jacobsen,Managing Partner,Sycamore Wealth Management,jmj@sycamorewealthmgmt.com,910-741-0492,List Import
10488031,,Tyler Burke,"Managing Director, Principal","Pointer Management, LLC",tburke@bear.com,,List Import
10651437,,Zul Ambriadi,,,zoeljodang01@gmail.com,,Web Form Fillout
9577478,,Dezela Utamasari,,,dezela_us@yahoo.co.id,,List import
335645,,Andre Perold,Partner,Highvista Strategies Llc,aperold@highvistastrategies.com,617-406-6500,Manual List Upload
9594600,,Andy Lin,,,andy.lin@bosinvest.com,,List import
10871608,Inactive Investor,Dominic Hart,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10905020,Inactive Investor,Greg Walker,,PFS Investments Inc. Frederick MD 5300 Westview Dr,greg.walker@primerica.com,,Salesforce
10837018,Inactive Investor,Richard Charlet,Private Wealth Advisor,"Ameriprise Financial Services, LLC Geneseo IL 100 S State St",richard.l.charlet@ampf.com,,Salesforce
10893885,Inactive Investor,Chris Pinto,,Fidelity Brokerage Services LLC Katy TX 23233 Cinco Ranch Blvd,chris.pinto@fidelity.com,,Salesforce
9646137,,Robert Mearns,,,robert.mearns12@gmail.com,,List import
11061062,Inactive Investor,Daniel Scharlach,,LPL Financial LLC Angola IN 330 Intertech Pkwy,dan.scharlach@lpl.com,,Salesforce
6929417,,Chidozie Wilson,,,chidozieikegbwuohawilson@gmail.com,,Web Form Fillout
11086410,Inactive Investor,Brian Muehrcke,Private Client Advisor,J.P. Morgan Securities LLC Glendale Heights IL 2150 Bloomingdale Rd,brian.muehrcke@jpmorgan.com,,Salesforce
219883,,Alfredo Espinoza,,[Unknown],etrucking1@aol.com,,
10780039,Inactive Investor,Tanya Lapointe,,Key Investment Services LLC Presque Isle ME 774 Main St,tlapointe@kisinvestments.com,,Salesforce
11010597,Inactive Investor,Kevin Aridas,,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",kevin.aridas@equitable.com,,Salesforce
10891002,Inactive Investor,Lisa McGuire,Senior Resolution Specialist,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",lisa.j.mcguire@ampf.com,,Salesforce
11087096,Inactive Investor,Jamie Delio,,J.P. Morgan Securities LLC New York NY 26 Astor Pl,,,Salesforce
10807378,Inactive Investor,Kyle Smithers,Financial Advisor,Morgan Stanley Cornelius NC 17505 W Catawba Ave,kyle.smithers@morganstanley.com,,Salesforce
11092532,Inactive Investor,John Schaffstein,Client Assistant;Client Specialist,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,jschaffstein@rwbaird.com,,Salesforce
117483,,William Rahjes,,"Securities America Advisors, Inc.",william.rahjes@securitiesamerica.com,308-537-7577,
11101611,Inactive Investor,Michael Sprouse,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,mike.sprouse.gtog@statefarm.com,,Salesforce
9635320,,Chad Colbert,,,chad.colbert@ceteraadvisors.com,,List import
10772990,Inactive Investor,Sara Wellford,Chief Compliance Officer,"Cardinal Wealth Advisory, LLC",swellford@cardinalwealthadvisory.com,,Salesforce
9549691,,Pavel Blinchik,,,pblinchik@luminusmgmt.com,,List import
11101773,Inactive Investor,Jason Prestwood,Financial Advisor,"Wells Fargo Clearing Services, LLC Melbourne FL 1499 S Harbor City Blvd",alan.prestwood@wellsfargoadvisors.com,,Salesforce
11011681,Inactive Investor,James Mcmahon,,Edward Jones Coleman TX 112 S Commercial Ave,,,Salesforce
9611727,,Crypto Ditty,,,cryptoditty@gmail.com,,List import
10826943,Inactive Investor,Kyle Ellis,Client Service Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,kyle.ellis@morganstanley.com,,Salesforce
342794,,Betsy Donovan,cmo,withers bergman,betsydonovan@optonline.net,,Organic Search
9596084,,matthew rockwell,,,mjr.international@gmail.com,,List import
342454,,Christine Menna,Fundamental Advisors,Fundamental Advisors Lp,cm@fundamentaladvisorslp.com,212-205-5000,Manual List Upload
226537,,Robert -,,United States,rmhandel3@gmail.com,,Initial Salesforce Import
10926035,Inactive Investor,Benjamin Creighton,Financial Advisor;Senior Vice President,Morgan Stanley Springfield MO 1535 E Primrose St,clark.creighton@morganstanley.com,,Salesforce
9645013,,Nic De,,,dezuby@pm.me,,List import
10895277,Inactive Investor,Lorne Levy,Wealth Manager,"Financial Gravity Family Office Services, LLC",,,Salesforce
10967821,Inactive Investor,Richard Shu,Vice President,Morgan Stanley San Francisco CA 555 California St,richard.shu@morganstanley.com,,Salesforce
10877309,Inactive Investor,Jeremy Bricking,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10948775,Inactive Investor,Matthew Ibrahim,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Lawn IL 4046 W 111th St",,,Salesforce
10954093,Inactive Investor,William Clark,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_clark@vanguard.com,,Salesforce
11113431,Inactive Investor,Jane Griffith,Business Development Specialist;Paraplanner,"Ameriprise Financial Services, LLC Virginia Beach VA 295 Bendix Rd",jane.griffith@ampf.com,,Salesforce
11046506,Inactive Investor,Kaeli Andersen,,Goldman Sachs & Co.,,,Salesforce
11169665,Inactive Investor,Jeffrey Went,Financial Advisor,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,jwent@janney.com,,Salesforce
11022919,Inactive Investor,Joseph Rathmanner,Compliance Analyst,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",joseph.rathmanner@ampf.com,,Salesforce
10658374,,Nancy Rocha,,,nancy.rocha@wellsfargoadvisors.com,,List Import
8480408,,Christine Franks,,7965365496,christine.franks@ampf.com,(727) 415-2161,List Import
10803327,Inactive Investor,Allen Rosin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",allen_rosin@ml.com,,Salesforce
11120175,Inactive Investor,Bryan Pumphrey,,&Partners Las Vegas NV 1980 Festival Plaza Dr,bryan.pumphrey@andpartners.com,,Salesforce
11035115,Inactive Investor,Theresa Houle,Wealth Advisor,LPL Financial LLC San Diego CA 12626 High Bluff Dr,theresa.houle@lpl.com,,Salesforce
10789856,Inactive Investor,Trevor Thomas,Financial Advisor,"Ameriprise Financial Services, LLC Albuquerque NM 3850 Masthead St NE",trevor.g.thomas@ampf.com,,Salesforce
248302,,Anthony Paul Sulgaray Ramos,Economist,UNMSM,anthony.sulgaray@unmsm.edu.pe,,Manual List Upload
10922481,Inactive Investor,Jason Dohrman,Partner;Private Wealth Manager,Creative Planning Aurora CO Private Residence,jason.dohrman@creativeplanning.com,,Salesforce
11008680,Inactive Investor,Manjula Gambhir,,"Dinosaur Financial Group, L.L.C",mgambhir@dinogroup.com,,Salesforce
10784285,Inactive Investor,Max Mccain,Director;Portfolio Manager,Sonata Capital Group Inc,max@sonatacap.com,,Salesforce
10806242,Inactive Investor,Ronald Lee,,"MML Investors Services, LLC Garden City NY 900 Stewart Ave",rlee@massmutual.com,,Salesforce
9597280,,Gregory Martik,,,gmartik@valleybrookcg.com,,List import
10837605,Inactive Investor,Louise Paladino,,"Northwestern Mutual Investment Services, LLC Saratoga Springs NY 3257 Rte 9",louise.paladino@nm.com,,Salesforce
10758714,Inactive Investor,Harvey Rosenberg,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",harvey_rosenberg@ml.com,,Salesforce
11124461,Inactive Investor,Ali Hussein,,J.P. Morgan Securities LLC New York NY 1025 Madison Ave,ali.hussein@jpmorgan.com,,Salesforce
338593,,Nicholas Train,Director & Shareholder,Lindsell Train Limited,ntrain@lindselltrain.com,442-078-081210,Manual List Upload
11126502,Inactive Investor,Nancy Ladd,Senior Wealth Advisor,"The Mather Group, LLC Chicago IL 541 N Fairbanks Ct",n.ladd@themathergroup.com,,Salesforce
10792998,Inactive Investor,Lee Derose,Financial Advisor,"RBC Capital Markets, LLC Denver CO 1801 California St",lee.derose@rbc.com,,Salesforce
11124974,Inactive Investor,Anthony Anthony,Financial Advisor,"Wells Fargo Clearing Services, LLC Boynton Beach FL 200 N Congress Ave",anthony.anthony@wellsfargo.com,,Salesforce
10850674,Inactive Investor,Peter Boulos,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,peter.boulos@fidelity.com,,Salesforce
9582783,,David Pontius,,,pontius@windrose.com,,List import
11102012,Inactive Investor,Michael Rideout,Manager,"Principal Securities, Inc.",rideout.michael@principal.com,,Salesforce
11012670,Inactive Investor,Jessie Hecocta,Financial Advisor,Edward Jones Klamath Falls OR 1891 Avalon St,jessie.hecocta@edwardjones.com,,Salesforce
11007013,Inactive Investor,Bryan Jackson,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Dallas TX 5960 Berkshire Ln",bjackson@beaconpointe.com,,Salesforce
10900855,Inactive Investor,Eduardo Cervantes,,"Centaurus Financial, Inc. Tucson AZ 3567 E Sunrise Dr",,,Salesforce
9620693,,Sebastian Aldasoro,,,sebastianaldasoro@gmail.com,,List import
11033434,Inactive Investor,Curtis Benton,,MWA Financial Services Inc.,curtis.benton@modern-woodmen.org,,Salesforce
10661803,,James Nowicki,,,jnowicki@mvtinvest.com,,List Import
10828423,Inactive Investor,Paul Giles,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",paul.giles@ampf.com,,Salesforce
10822935,Inactive Investor,Paul Donas,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",paul.donas@ampf.com,,Salesforce
10930157,Inactive Investor,Lee Harris,,"Cambridge Investment Research, Inc. Saint Louis MO 50 Crestwood Executive Ctr",isharris@ft.newyorklife.com,,Salesforce
10815905,Inactive Investor,Jeffrey Freund,,"Allstate Financial Services, LLC East Setauket NY 100 S Jersey Ave",jeffreyfreund@allstate.com,,Salesforce
11137937,Inactive Investor,Abigail Spears,,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",abigail.spears@stifel.com,,Salesforce
11170449,Inactive Investor,Robert Doran,Financial Advisor,LPL Financial LLC Wantage NJ Private Residence,bob.doran@lpl.com,,Salesforce
75801,,Alison Henneberger,Managing Director,"Green Square Capital Advisors, LLC",alison.henneberger@greensquarecap.com,901-498-6300,
342647,,Kent Robinson,Partner,"Hammond, Kennedy, Whitney & Company, Inc.",kwr@hkwinc.com,317-574-6900,Manual List Upload
11010813,Inactive Investor,James Steiner,Chairman;Chief Investment Officer,1834 Investment Advisors Co. Milwaukee WI 330 E Kilbourn Ave,james@1834investmentadvisors.com,,Salesforce
9636288,,Lance Phillips,,,lance_phillips@standardlife.com,,List import
9587071,,Richard Newland,,,newland.richard@principal.com,,List import
11182205,Inactive Investor,Victor Livingstone,Managing Director;Senior Institutional Consultant,Morgan Stanley Boston MA 28 State St,victor.livingstone@morganstanley.com,,Salesforce
11175960,Inactive Investor,Lisa Senkbeil,,Thrivent Investment Management Inc. West Bend WI 411 N River Rd,lisa.senkbeil@thrivent.com,,Salesforce
11037300,Inactive Investor,Elaine Farkas,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,elaine_farkas@glic.com,,Salesforce
9545788,,Abigail Rashbaum,,,arashbaum@deloitte.com,,List import
10980616,Inactive Investor,Bryant Thomas,,PFS Investments Inc. Carrollton GA 522 Newnan St,bryantkthomas@primerica.com,,Salesforce
10873606,Inactive Investor,Charles Steele,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",,,Salesforce
11144587,Inactive Investor,Ellen Roozen,Portfolio Associate,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,ellen.m.roozen@morganstanley.com,,Salesforce
11106073,Inactive Investor,Tenner Stoe,,"Great Valley Advisor Group, Inc. Saint Paul MN 1625 Radio Dr",tstoe@greatvalleyadvisors.com,,Salesforce
10933515,Inactive Investor,Kenneth Eng,,"MML Investors Services, LLC Staten Island NY 2 Teleport Dr",keng@financialguide.com,,Salesforce
119332,,Theodore Boerger,Advisor,"MML Investors Services, LLC",tboerger@massmutual.com,423-702-8946,
10759465,Inactive Investor,Patricia OConnor,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",patricia.oconnor@ml.com,,Salesforce
11116781,Inactive Investor,Sierra Walley,,"U.S. Bancorp Investments, Inc. Bremerton WA 2020 6th St",,,Salesforce
10659829,,Michael Frantesl,,,michael.frantesl@lpl.com,,List Import
10781253,Inactive Investor,Stephen Brady,Financial Advisor;Financial Planning Specialist;Senior Vice President - Portfolio Management Group,Morgan Stanley Tulsa OK 2200 S Utica Pl,stephen.brady@morganstanley.com,,Salesforce
11262534,,vbncvb fgxsfd,,,fradfzaa@gmail.com,1,Web Form Fillout
11037512,Inactive Investor,Stephen Sloan,,"Osaic Wealth, Inc. Kalispell MT Private Residence",,,Salesforce
10647820,,Brandon Jundt,,,bjundt@wynkoopfinancial.com,,List import
10952213,Inactive Investor,Kaitlyn Voyce,Senior Associate;Wealth Management Analyst,"One Capital Management, LLC",kvoyce@onecapital.com,,Salesforce
10849822,Inactive Investor,Martin Thurman,,"Cambridge Investment Research, Inc. Wichita KS 3500 N Rock Rd",,,Salesforce
9641980,,jack glisson,,,doublelungdoc@gmail.com,,List import
10771420,Inactive Investor,Mary Denicolo,Private Client Investment Associate,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,marry.cunningham@jpmorgan.com,,Salesforce
10982730,Inactive Investor,Stephen Riesco,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11007700,Inactive Investor,Nickolas Sanborn,Financial Planner,"Pruco Securities, LLC. Saco ME 885 Portland Rd",nickolas.sanborn@prudential.com,,Salesforce
11054124,Inactive Investor,Kelly Clyde,,"Independent Financial Group, LLC San Clemente CA 1520 N El Camino Real",,,Salesforce
11105072,Inactive Investor,Bryan Lookatch,,"M&A Securities Group, Inc.",,,Salesforce
10808036,Inactive Investor,Scott Frost,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,scott.frost@morganstanley.com,,Salesforce
11083473,Inactive Investor,Robert Ward,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",robert.m.ward@nm.com,,Salesforce
10773147,Inactive Investor,Luis Polo,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",luis.polo@ml.com,,Salesforce
10776729,Inactive Investor,Joseph Gough,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",joseph_d_gough@ml.com,,Salesforce
11063757,Inactive Investor,Arron Brisard,,"Avantax Investment Services, Inc. Raleigh NC 8394 Six Forks Rd",,,Salesforce
11149295,Inactive Investor,Thomas Hand,Vice President - Investments,"Moors & Cabot, Inc.",thand@moorscabot.com,,Salesforce
10883821,Inactive Investor,Erin Johnson,,Morgan Stanley Eugene OR 975 Oak St,,,Salesforce
70657,,James Karel,"President, Chief Compliance Officer","Karel Capital, Inc.",jim@karelcapital.com,509-838-9900,Manual List Upload
11035502,Inactive Investor,David Balk,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",david.balk@stewardpartnersis.com,,Salesforce
10837957,Inactive Investor,Steven Fetterhoff,,Cetera Advisor Networks LLC Lemoyne PA 4 Lemoyne Dr,,,Salesforce
9605456,,Angela Kohler,,,akohler@federatedinv.com,,List import
11116714,Inactive Investor,Jason Nofzinger,,Cetera Financial Specialists LLC Chicago IL 6835 W Higgins Ave,,,Salesforce
11059756,Inactive Investor,Michael Pickett,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",mike.pickett@farmersinsurance.com,,Salesforce
11230520,Inactive Investor,Cynthia Morgan,,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",cindy.morgan@ampf.com,,Salesforce
10896503,Inactive Investor,Jennifer Tibbs,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
10643977,,Kenya Jackson,,,kenya.jackson@jpmorgan.com,,List Import
9541492,,Thomas Andersen,,,thomas.andersen@morganstanley.com,,List import
10908312,Inactive Investor,Kristen Owen,,"Geneos Wealth Management, Inc. Chestertown MD 245 High St",,,Salesforce
11118476,Inactive Investor,Christine Singer,,Fidelity Brokerage Services LLC,,,Salesforce
10869247,Inactive Investor,Christopher Coghlan,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",chris.coghlan@wellsfargoadvisors.com,,Salesforce
9607932,,Edward Gordon,,,gordonedward578@yahoo.com,,List import
9628567,,Mikie J Gabriel,,,mikie.joe@hotmail.com,,List import
11057712,Inactive Investor,Amanda Dea,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,amanda_dea@vanguard.com,,Salesforce
11021452,Inactive Investor,Christopher Panza,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",,,Salesforce
9567362,,Paul Underdahl,,,punderdahl@focusfinancial.com,,List import
10907365,Inactive Investor,Miguel Gonzalezdecastilla,Member,Lynx Advisory Partners,,,Salesforce
11228850,Inactive Investor,Nathalie Garcia Garcia,,J.P. Morgan Securities LLC Elk Grove CA 7427 Laguna Blvd,nathalie.garcia-garcia@jpmorgan.com,,Salesforce
11065054,Inactive Investor,Donald Sundt,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 7025 France Ave S",donald.sundt@usbank.com,,Salesforce
10979292,Inactive Investor,Christopher Nienas,Account Executive,Fisher Investments,,,Salesforce
11132977,Inactive Investor,Joshua Wheeler,Financial Advisor,Edward Jones Miami OK 30 5th Ave NW,joshua.wheeler@edwardjones.com,,Salesforce
11136032,Inactive Investor,Mark Epps,,"Ausdal Financial Partners, Inc. Bloomfield Hills MI 36360 Woodward Ave",,,Salesforce
157175,,Formula X,,[Unknown],formulax@san.rr.com,,
11120528,Inactive Investor,Michael Deer,Advisor,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",mdeer@financialguide.com,,Salesforce
11053891,Inactive Investor,Bernadette Buckley,,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",bbuckley@financialguide.com,,Salesforce
11033848,Inactive Investor,Ross Morand,Alternative Investments Regional Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11188488,Inactive Investor,Javier Castellano,Vice President,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,javier.castellano@jpmorgan.com,,Salesforce
343507,,Cathy Berry,Managing Director,"Baldwin Investment Management, Llc",clberry@baldwinmgt.com,610-260-1555,Manual List Upload
10798061,Inactive Investor,Arthur Laine,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Peoria IL 5832 N Knoxville Ave",art.laine@benjaminfedwards.com,,Salesforce
10488139,,Paul Stam,,Morgan Stanley,paul.stam@morganstanley.com,,List Import
9641153,,Stan Sumner,,,stan.sumner63@gmail.com,,List import
9550312,,John Smoot,,,jack.smoot@ifpadvisor.com,,List import
10644513,,Terrel Bressler,,,tbressler@prairiecap.com,,List Import
11030739,Inactive Investor,Joshua-Jedd Vargas,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
9644190,,Tian Xiao,,,ericxiaocapetown@gmail.com,,List import
124341,,Rebecca Bone,Relationship Manager,"Plancorp, Llc",becky@plancorp.com,(314) 612-8011,Manual List Upload
11134304,Inactive Investor,Eugene Hum,,"The Investment Center, Inc. Fairfield NJ 271 US Hwy 46",ehum@investmentctr.com,,Salesforce
9581414,,Kristan Anderson,,,kanderson@westfinancial.com,,List import
10875372,Inactive Investor,James Gray,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",,,Salesforce
11209840,Inactive Investor,Ryan Montes,Private Client Advisor,J.P. Morgan Securities LLC Carlsbad CA 6998 El Camino Real,ryan.montes@jpmorgan.com,,Salesforce
11079229,Inactive Investor,Gerri Cantu,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",gerri_cantu@ml.com,,Salesforce
11115766,Inactive Investor,Christian Hyman,,Fidelity Brokerage Services LLC,,,Salesforce
10765673,Inactive Investor,David Swartz,Complex Manager;Managing Director,Morgan Stanley Wellesley Hills MA 112 Worcester St,david.swartz@morganstanley.com,,Salesforce
10617142,,Jill White,,,jill.s.white@ampf.com,,List Import
347419,,Tracy Adams,Office Manager,"Stonebridge Financial Planning Group, Llc",tadams@stonebridgefpgroup.com,407-695-7100,Manual List Upload
10813948,Inactive Investor,George Swygert,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 8300 Greensboro Dr",,,Salesforce
9613309,,Steven Wagner,,,swagner@omniawealth.com,,List Import
11148499,Inactive Investor,Steven Craft,,"Allstate Financial Services, LLC Clarkston MI 6300 Sashabaw Rd",stevencraft@allstate.com,,Salesforce
11177483,Inactive Investor,Phyllis Spears,,"LaSalle St Securities, L.L.C. Jeffersonville IN 1450 Veterans Pkwy",,,Salesforce
11236958,Inactive Investor,Evan Thompson,Financial Analyst,"Orgel Wealth Management, LLC",evan.thompson@orgelwealth.com,,Salesforce
11071899,Inactive Investor,Josue Villalobos Reyes,,J.P. Morgan Securities LLC Edmond OK 2307 W Edmond Rd,josue.villalobos-reyes@jpmorgan.com,,Salesforce
11108521,Inactive Investor,Christopher Barnes,,PNC Investments Cincinnati OH 7500 Beechmont Ave,christopher.barnes@pnc.com,,Salesforce
10647024,,Kendra Thibault,,,kendra.thibault@edwardjones.com,,List Import
10824327,Inactive Investor,Anna Alvarado,Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,anna.alvarado@morganstanley.com,,Salesforce
8481051,,Caren Addis Botelho,,Blue Heron Research Partners,cbotelho@blueheronrp.com,(917) 983-9124,List Import
10861275,Inactive Investor,Jonathan Koepke,,NYLIFE Securities LLC Boulder CO Private Residence,jkoepke@ft.newyorklife.com,,Salesforce
9600525,,Dana Deroque,,,dana@destinationwm.com,,List import
181792,,Jane Rosenthal,,[Unknown],janerosenthal8@gmail.com,,
11207088,Inactive Investor,Timothy Yong,,LPL Financial LLC Santa Monica CA 100 Wilshire Blvd,timothy.yong@lpl.com,,Salesforce
10523546,,James Nelligan,,,james@nelligancp.com,,Web Form Fillout
10363783,,Tony Freeman,,,gnwlthnvstmnts@gmail.com,,Web Form Fillout
10917834,Inactive Investor,Cynthia Therrien,Financial Advisor,LPL Financial LLC Amherst MA 30 Boltwood Walk,cynthia.therrien@lpl.com,,Salesforce
10869717,Inactive Investor,John Rigsbee,Financial Advisor,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
9543536,,Jack Kaewpalug,,,jack.kaewpalug@lfg.com,,List import
11111578,Inactive Investor,Leonard Wilson,Financial Representative,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",leonard.wilson@nm.com,,Salesforce
10869917,Inactive Investor,Nicole Lawler,,"Truist Investment Services, Inc. Rising Sun MD 5 Maple Heights Ln",,,Salesforce
10779621,Inactive Investor,Antonio Arteaga,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",antonio.m.arteaga@ml.com,,Salesforce
9585087,,Ram Sridharan,,,ram_sridhar@yahoo.com,,List import
9547391,,Joel Strabala,,,joel.strabala@transamerica.com,,List import
9593674,,Jeffrey Watts,,,jeff@wattsgwilliam.com,,List Import
10792868,Inactive Investor,John Golliozo,,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,jgolliozo@gwnsecurities.com,,Salesforce
333892,,Benjamin Inker,Member; Board Member; C0-head Of Asset Allocation,Grantham Mayo Van Otterloo & Co Llc,binker@gmo.com,617-330-7500,Manual List Upload
10998169,Inactive Investor,Katherine Lee,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,ktlee03@ft.newyorklife.com,,Salesforce
11033214,Inactive Investor,Staci Bolley,,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
10487447,,Karen Lessard,,Level Four Advisory Services,karen@mpadallas.com,,List Import
10830038,Inactive Investor,Daniel Dvorznak,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,ddvorznak@aegiscap.com,,Salesforce
10802405,Inactive Investor,Wendy Paxton,Managing Member;Operations Manager,Investment Planning Advisors,wendy@investplanadvise.com,,Salesforce
10924275,Inactive Investor,David McClellan,,"IFP Securities, LLC Saint Simons Island GA 1607 Frederica Rd",david.mcclellan@ifpartners.com,,Salesforce
9632552,,Shirley Carroll,,,sequentaneous@me.com,,List import
10618679,,Van A Ewing,,,van_ewing@glic.com,,List Import
11163698,Inactive Investor,Sharon Ward,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 800 Bering Dr",sharon.m.ward@ampf.com,,Salesforce
10940382,Inactive Investor,Ryan Daley,,LPL Financial LLC Jackson WY 25 S Willow St,ryan.daley@lpl.com,,Salesforce
11076241,Inactive Investor,David Hill,Financial Advisor,Edward Jones Cabot AR 1311 S Pine St,,,Salesforce
9568395,,Ryan Garrison,,,ryan.garrison@schwab.com,,List import
10914852,Inactive Investor,Anna Ortiz,Investment Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9642670,,Lauren Marra,,,ljmarra@gmail.com,,List import
9564784,,"Sunday Phillips, Founder, CEO & Luxury Realtor",,,sundayp@blackgirlswealth.org,,List import
11175131,Inactive Investor,Zachary Hubbell,,"Allstate Financial Services, LLC Marysville WA 1059 State Ave",zachhubbell@allstate.com,,Salesforce
10900380,Inactive Investor,Charles Keys,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Baker City OR 2000 Main St",charles.keys@usbank.com,,Salesforce
11232115,Inactive Investor,Carlton Harris,,"Wells Fargo Clearing Services, LLC",carlton.harris@wellsfargoadvisors.com,,Salesforce
10996664,Inactive Investor,Jennifer Tanner,,"Northwestern Mutual Investment Services, LLC Bradford PA 23 Kennedy St",jennifer.tanner@nm.com,,Salesforce
10880741,Inactive Investor,Bryn Heemsoth,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10614697,,Jonathan Sharbani,"Financial Advisor, Investment Management Consultant, Vice President",,jonathan.sharbani@morganstanley.com,,List Import
10826803,Inactive Investor,Paul Annunziato,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President - Wealth,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
10645653,,Justin Konkol,,,justin.konkol@morganstanley.com,,List Import
11168229,Inactive Investor,Lingpeng Xiao,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
10800512,Inactive Investor,Robert Barboni,,Cetera Advisor Networks LLC Palm Beach Gardens FL 3300 PGA Blvd,,,Salesforce
11040035,Inactive Investor,Dennis Follmer,Chief Investment Officer,"Montis Financial, LLC",dfollmer@montisfinancial.com,,Salesforce
9544370,,Margo Randol,,,mrandol@arvest.com,,List import
10881305,Inactive Investor,Daniel Nowak,Financial Advisor,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",dan.nowak@valic.com,,Salesforce
11068286,Inactive Investor,Denise Ganji,Assistant Vice President;Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",denise_ganji@ml.com,,Salesforce
10994024,Inactive Investor,Chelsey Selheimer,,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",chelsey.selheimer@firsthorizon.com,,Salesforce
9556230,,Faithman Faithman,,,pistiskratos@gmail.com,,List import
10889517,Inactive Investor,Alexandra Choinski,,Lazard Asset Management Securities LLC,choinskia@lazard.com,,Salesforce
10886731,Inactive Investor,Vache Astarjian,Managing Director,Waterstone Advisors LLC,vha@waterstoneadvisorsllc.com,,Salesforce
9593989,,Bryon Spicer,,,bryon@senior-fin.com,,List import
373308,,Gabriel Medaglia Schuch,,[Unknown],gabrielschuch@hotmail.com,,source
10899361,Inactive Investor,David Sagers,,J.P. Morgan Securities LLC Salt Lake City UT 201 S Main St,david.sagers@jpmorgan.com,,Salesforce
11132613,Inactive Investor,Paul Munson,,Split Rock Private Trading and Wealth Management LLC,pmunson@splitrocktrading.com,,Salesforce
11093779,Inactive Investor,Laura Fournier,,NYLIFE Securities LLC Frederick MD 5283 Corporate Dr,lrfournier@ft.newyorklife.com,,Salesforce
9558092,,MEHRAN Tabrizi,,,masalehyaronlinemarket@gmail.com,,List import
10965157,Inactive Investor,Quillow Blackwell,,"Wells Fargo Clearing Services, LLC Stanwood WA 9916 270th St NW",,,Salesforce
11177107,Inactive Investor,Brianna Kvam,,Robert W. Baird & Co. Incorporated,,,Salesforce
11020857,Inactive Investor,Abdelrahman Ragab,,Webull Financial LLC,,,Salesforce
10956668,Inactive Investor,Meredith Richardson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
223022,,Brandon Stuart,,[Unknown],stuart84cali@gmail.com,,source
236718,, -,,[[Unknown]],loganchewe@gmail.com,,
11123019,Inactive Investor,Fernando Sanchez,,"Charles Schwab & Co., Inc. Miami FL 1 Alhambra Plz",fernando.sanchez@schwab.com,,Salesforce
11068550,Inactive Investor,Andrew Jesse,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",andrew.jesse@nm.com,,Salesforce
9569004,,Raymond Kasperowicz,,,kasperowiczr@hdvest.com,,List import
10853433,Inactive Investor,Matthew Metos,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10656669,,Brian Laciak,,,brian.laciak@lpl.com,,List Import
11117061,Inactive Investor,Herminigildo Abrigo,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,hermie.abrigo.p0tl@statefarm.com,,Salesforce
11031876,Inactive Investor,Gavin Lucca,,Commonwealth Financial Network,glucca@commonwealth.com,,Salesforce
341252,,Amol Dhargalkar,Managing Director,"Chatham Investment Advisors, Llc",adhargalkar@chathamfinancial.com,610-925-3120,Manual List Upload
11017602,Inactive Investor,Eric Berman,Private Wealth Manager,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,eric.berman@morganstanleypwm.com,,Salesforce
10985275,Inactive Investor,David Ryan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11001098,Inactive Investor,John Crowley,,&Partners Saint Louis MO Private Residence,john.crowley@andpartners.com,,Salesforce
11051021,Inactive Investor,Eric Pettway,Chief Investment Officer,"Journey Advisory Group, LLC",eric.pettway@journeyadvisory.group,,Salesforce
9588674,,Kyle Nicholls,,,kyle.nicholls@cusonet.com,,List import
10806583,Inactive Investor,Alan Gross,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Peachtree Corners GA 5525 Peachtree Pkwy",alan.gross@wellsfargoadvisors.com,,Salesforce
11205482,Inactive Investor,Kevin Fazio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marco Island FL 614 Bald Eagle Dr",kevin.fazio@ml.com,,Salesforce
10972206,Inactive Investor,Phillip Quinn,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,phillip_quinn@vanguard.com,,Salesforce
10926583,Inactive Investor,Shoua Thao,,J.P. Morgan Securities LLC Minneapolis MN 6544 Lyndale Ave S,shoua.thao@jpmorgan.com,,Salesforce
10871262,Inactive Investor,Mark Perry,Financial Advisor,"Ameriprise Financial Services, LLC Grand Island NE 736 N Diers Ave",mark.perry@ampf.com,,Salesforce
9568584,,Stuart Sneddon,,,stusku@aol.com,,List import
9625439,,Joe DiMaggio,,,dmagio0926@gmail.com,,List import
10889341,Inactive Investor,Traci Despain,,PFS Investments Inc. Marble Falls TX 2204 N US Hwy 281,traci.rannefeld@primerica.com,,Salesforce
11169013,Inactive Investor,Robert Rycyk,,Cetera Advisor Networks LLC,,,Salesforce
10780833,Inactive Investor,Allison Tronnes,Chief Compliance Officer,"Forum Financial Management, LP",atronnes@forumfinancial.com,,Salesforce
11026746,Inactive Investor,Francis Jimenez,,LPL Financial LLC Ontario CA 701 N Haven Ave,frank.jimenez@lpl.com,,Salesforce
11026147,Inactive Investor,Jessica Aardahl,,State Farm VP Management Corp. Minot ND 2151 36th Ave SW,jessica.declercq.rnka@statefarm.com,,Salesforce
11110295,Inactive Investor,Alan Block,Portfolio Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",alan.block@ml.com,,Salesforce
338606,,Magali Sauteret,Chief Internal Control Officer,Hsbc Global Asset Management (france),magali.sauteret@hsbc.fr, -138335,Manual List Upload
11077065,Inactive Investor,Miguel Rodriguez,Business Analyst,J.P. Morgan Securities LLC Islip NY 556 Main St,miguel.m.rodriguez@jpmorgan.com,,Salesforce
9620781,,Gresa Matoshi,,,gmatoshi@golubcapital.com,,List import
10872523,Inactive Investor,Venita Black,,"American Trust Investment Services, Inc. Chicago IL 230 W Monroe St",v.black@amtruinvest.com,,Salesforce
11089901,Inactive Investor,Rosemary Rosaly-Lee,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rrosaly@tiaa.org,,Salesforce
11124635,Inactive Investor,Patricia Murphy,Financial Planning Associate,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",patricia.r.murphy@nm.com,,Salesforce
173315,,ryan floyd,,[Unknown],rgfloyd@gmail.com,,Other
10970003,Inactive Investor,Gareth Caluducan,,"W&S Brokerage Services, Inc. Willoughby OH 4230 State Rte 306",gary.caluducan@wslife.com,,Salesforce
11196628,Inactive Investor,John Richter,Financial Advisor,"Next Financial Group, Inc. Ponte Verda Beach FL Private Residence",,,Salesforce
10952132,Inactive Investor,Brian Ullrich,,Commonwealth Financial Network Modesto CA 1101 Sylvan Ave,bullrich@commonwealth.com,,Salesforce
9590178,,Kevin Mccabe,,,kevin@iwpwealth.com,,List import
11173796,Inactive Investor,Daniel Flynn,Principal,"Equitable Advisors, LLC Summit NJ 3 Beechwood Rd",daniel.flynn@equitable.com,,Salesforce
9548019,,Spencer Whetstone,,,spencerwhetstone@gmail.com,,List import
9609151,,Q W,,,yze1234@gmail.com,,List import
11213257,Inactive Investor,Brian Russell,,"Avantax Investment Services, Inc. Winona MN 111 Riverfront",brian.russell@avantax.com,,Salesforce
10895089,Inactive Investor,James Meyer,,"Financial Dimensions Group, Inc. Sauk Centre MN 616 Sinclair Lewis Ave",jcmeyer@fdg-advisors.com,,Salesforce
10998758,Inactive Investor,Judith Naegely,Financial Planner;Financial Services Representative,"Osaic Wealth, Inc. Colorado Springs CO 201 E Las Animas St",,,Salesforce
333723,,John Turner,General Partner,"Westview Capital Management Company, Inc.",jht@wvcapital.com,617-261-2050,Manual List Upload
11205353,Inactive Investor,Harry Hagey,,"Bessemer Investor Services, Inc. Greenwich CT 600 Steamboat Rd",hagey@bessemer.com,,Salesforce
10645901,,Terrence Obryan,,,tobryan@williamblair.com,,List Import
10619811,,William Colwyn,,,bcolwyn@rockco.com,,List Import
10795467,Inactive Investor,Ruth Levesque,,Morgan Stanley Columbia SC 1320 Main St,ruth.s.levesque@morganstanley.com,,Salesforce
241642,,Peng Wu,,[Unknown],will.wu.peng@gmail.com,,source
11146161,Inactive Investor,Christopher Guerrero,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",christopher.d.guerrero@wellsfargo.com,,Salesforce
11075076,Inactive Investor,Richard Rimel,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Lincoln NE Private Residence,rich.rimel@lpl.com,,Salesforce
10645734,,Dimitrios Delis,,,dimitri.delis@psc.com,,List Import
10931848,Inactive Investor,Steven Lewis,Chief Compliance Officer;Investment Advisor Representative;Owner,"Lewis and Associates Capital Advisors, LLC",slewis@lacapitaladvisors.com,,Salesforce
10833697,Inactive Investor,James Gissy,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;President,"Capital Management Services, Inc.",jmg@cmsadvisors.com,,Salesforce
10905975,Inactive Investor,Brittney Robinson,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",,,Salesforce
10966063,Inactive Investor,Jeremy Steinle,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9565759,,Kent Chan,,,chanbear2000@gmail.com,,List import
9624535,,matthew papazian,,,mpapazian@cardancapital.com,,List import
11006797,Inactive Investor,William Ayala,,"FBL Marketing Services, LLC Missoula MT 2813 Connery Way",william.ayala@fblfinancial.com,,Salesforce
231694,, -,,[[Unknown]],christophegestionparis@gmail.com,,Organic Search
10994817,Inactive Investor,Rachael Richard,Financial Analyst,Stokes Family Office LLC,rachael@stokesfamilyoffice.com,,Salesforce
10789680,Inactive Investor,Jeremy Armstrong,Chief Compliance Officer,Argos Wealth Advisors LLC,,,Salesforce
10878323,Inactive Investor,Joon Kim,,"Charles Schwab & Co., Inc. Pasadena CA 2 N Lake Ave",tony.kim@schwab.com,,Salesforce
11034341,Inactive Investor,Anna Bodine,Chief Compliance Officer;Chief Operating Officer;Partner,"Harrell Investment Partners, LLC",anna@harrellpartners.com,,Salesforce
9550326,,Sherry Li,,,skindoc@gmail.com,,List import
11155956,Inactive Investor,Ryan Dunn,,"Northwestern Mutual Investment Services, LLC Olney MD 2923 Olney Sandy Spring Rd",ryan.dunn1@nm.com,,Salesforce
9563609,,Arief Sanjaya,,,arief.sanjaya@jiep.co.id,,List import
1906556,,Sachin Kushwaha,,,sachinkushwaha123@gmail.com,,
9617513,,Christopher Scales,,,cscales@lakecapital.com,,List import
11079262,Inactive Investor,Cade Connelly,Financial Planner,"Equitable Advisors, LLC Portsmouth NH 100 International Dr",cade.connelly@equitable.com,,Salesforce
10975770,Inactive Investor,Mohammed Eid,Financial Advisor,"CUSO Financial Services, L.P. Laguna Hills CA 23020 Lake Forest Dr",,,Salesforce
11027096,Inactive Investor,Joseph Lindberg,,PFS Investments Inc. Minneapolis MN 8505 Wyoming Ave N,jlindberg@primerica.com,,Salesforce
10758451,Inactive Investor,Rita Mangini,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",rita_mangini@ml.com,,Salesforce
10893892,Inactive Investor,Kiersten Christensen,,BNY Mellon Securities Corporation Boston MA 201 Washington St,kiersten.christensen@bnymellon.com,,Salesforce
373617,,Veronica Polk,,[Unknown],veron.polk86@gmail.com,,source
11141136,Inactive Investor,Debra Greening,Director;Financial Planning Associate,Morgan Stanley Oak Brook IL 2211 York Rd,debra.l.greening@morganstanley.com,,Salesforce
11187825,Inactive Investor,Bojan Rajkovic,Financial Advisor,Edward Jones Arlington Heights IL 3030 W Salt Creek Ln,bojan.rajkovic@edwardjones.com,,Salesforce
11128071,Inactive Investor,Heather Buddle,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,heather.buddle@gs.com,,Salesforce
9571686,,Fernando Ulrich,,,fernandoulrich@hotmail.com,,List import
6965270,,Bidyut Sarkar,,,bidyutsarkarksa@gmail.com,,Web Form Fillout
9590565,,Jewelz Qiu,,,383624306@qq.com,,List import
11111825,Inactive Investor,Shane Unsworth,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,shane.unsworth@ubs.com,,Salesforce
11096283,Inactive Investor,Paul Biggins,,"Raymond James Financial Services, Inc. Corpus Christi TX 700 Everhart Rd",paul.biggins@raymondjames.com,,Salesforce
9645600,,gabriel centrella,,,centrelladesign@gmail.com,,List import
9624643,,David Siegel,,,dsiegel@lighthouse-sa.com,,List import
11170241,Inactive Investor,Erin Williams,Financial Advisor,LPL Financial LLC Wylie TX 929 Cedar Creek Dr,,,Salesforce
11128525,Inactive Investor,Brandon Loggins,Financial Advisor,Edward Jones Jefferson GA 1105 Winder Hwy,brandon.loggins@edwardjones.com,,Salesforce
10811043,Inactive Investor,John Mumford,,Western Wealth Management LLC Littleton CO 7180 S Penrose Ct,,,Salesforce
9562188,,Cindy Petit,,,cyndynp@yahoo.com,,List import
11233470,Inactive Investor,Sara Freed,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
335798,,Alice Heath,,Horizon Investments Llc,aheath@horizoninvestments.com,,
9581625,,Jeffrey Sica,,,jsica@circlesquaredalts.com,,List import
9616030,,Adrian Pomorski,,,adrianpomorski@outlook.com,,List import
11020107,Inactive Investor,Joe Colvin,,"Allstate Financial Services, LLC Alexander City AL 839 Airport Dr",joe.colvin@allstate.com,,Salesforce
9541486,,James Watkins,,,jim@watkinsfinancial.com,,List import
10937975,Inactive Investor,Krystle Kaufman,Manager - Retirement Plan Services;Vice President,"USI Securities, Inc. Fort Lauderdale FL 2400 E Commercial Blvd",krystle.kaufman@usi.com,,Salesforce
11110566,Inactive Investor,Wilson Lee,,Cetera Investment Services LLC El Monte CA 9650 Flair Dr,,,Salesforce
348043,,Tim Jaynes,"Wealth Manager, Retirement Plan Specialist",Isc Financial Advisors,tim@iscfinancialadvisors.com,507-373-8216,Manual List Upload
10881745,Inactive Investor,Carlos Salazar,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,carlos.salazar@primerica.com,,Salesforce
10874476,Inactive Investor,Daniel Oliynik,Financial Advisor;Team Lead,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,daniel.oliynik@jpmorgan.com,,Salesforce
11020752,Inactive Investor,Bret Horsfield,Wealth Advisor,Corient Indianapolis IN 500 E 96th St,,,Salesforce
9578719,,Thomas Gill,,,thomas.gill7@gmail.com,,List import
10966171,Inactive Investor,Neilson Hullinger,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 145 W 200 N",,,Salesforce
11144885,Inactive Investor,Jeffrey Kotalik,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management;Workplace Advisor - Equity Compensation,Morgan Stanley Rochester NY 300 Linden Oaks,jeffrey.m.kotalik@morganstanley.com,,Salesforce
185152,,Jordan Peplinski,Regional Director,"Frontier Asset Management, LLC",jpeplinski@frontierasset.com,614-579-2121,
10643893,,Charles Fago,,,cfago@optonline.net,,List Import
10951410,Inactive Investor,Kenneth Robinson,,PFS Investments Inc. Jacksonville FL 4613 Phillips Hwy,kenneth.robinson@primerica.com,,Salesforce
9637588,,Sheri Brown,,,sbrown@cfbroward.org,,List import
11254424,Inactive Investor,Allana Gentry,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11096448,Inactive Investor,Michael Hall,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,michael.hall@primerica.com,,Salesforce
10924496,Inactive Investor,Akio Adams,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
9571102,,Reza Ali,,,reza.ali@prosiris.com,,List import
11014908,Inactive Investor,Joseph Ghiotti,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,jj.ghiotti.nz6s@statefarm.com,,Salesforce
10855958,Inactive Investor,James Ortiz,Principal,REDW Wealth LLC Albuquerque NM 7425 Jefferson St NE,jortiz@redw.com,,Salesforce
95698,,Johnson Isah,,Nigeria,isaharomejohnson@yahoo.com,,
11020797,Inactive Investor,Laura Dicarlo,,"Allstate Financial Services, LLC Huntingdon Valley PA 2951 Philmont Ave",lauraterra@allstate.com,,Salesforce
204250,,Charles Fiordalis,,Copra Inc.,cfiord@aol.com,330-725-2696,
11044511,Inactive Investor,Josiah Corey,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10907643,Inactive Investor,Travis Venable,,Cetera Advisors LLC Seattle WA 2101 4th Ave,,,Salesforce
11231481,Inactive Investor,Michael Labroski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaufort SC 700 Bay St",,,Salesforce
11171632,Inactive Investor,Daniel Kean,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Irvine CA 3 Park Plz",dkean@bamadvisor.com,,Salesforce
10659558,,Whitney Trimble,,,whitney.trimble@jpmorgan.com,,List Import
10903088,Inactive Investor,Michael Ragsdale,,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",ragsdale.michael@principal.com,,Salesforce
11131649,Inactive Investor,Phillip Hanks,Chief Compliance Officer;Founder;Managing Member;Regulatory Contact,"Parabla, LLC",phillip@parabla.io,,Salesforce
11085797,Inactive Investor,Ryan Patton,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",pattonr@stifel.com,,Salesforce
345850,,Roland Deliniere,"Director, regional Director","Benjamin F. Edwards & Company, Incorporated",roland.deliniere@benjaminfedwards.com,314-726-1600,Manual List Upload
10931530,Inactive Investor,Bryan Gervais,,"Raymond James & Associates, Inc.",bryan.gervais@raymondjames.com,,Salesforce
9630532,,Crypto 1,,,jmenontimber@gmail.com,,List import
10778191,Inactive Investor,George Henning,Chairman;Chief Executive Officer;President,Pacific Global Investment Management Co,ghenning@pgimc.com,,Salesforce
11187629,Inactive Investor,Leann Hill,Financial Advisor,Edward Jones Avon NY 87 Genesee St,leann.hill@edwardjones.com,,Salesforce
11166125,Inactive Investor,Jason Rye,Legal Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10900091,Inactive Investor,Linh Giang,,"Wells Fargo Clearing Services, LLC Palo Alto CA 505 S California Ave",,,Salesforce
11087427,Inactive Investor,Bruce Zirpel,Financial Advisor;Financial Planner,LPL Financial LLC Omaha NE 1819 N 169th Plz,bruce.zirpel@lpl.com,,Salesforce
11045212,Inactive Investor,Luke Ficken,Group Vice President,Thrivent Investment Management Inc. Nashville TN 4900 Centennial Blvd,luke.ficken@thrivent.com,,Salesforce
234293,, -,,[[Unknown]],rgbmetal@aol.com,,
10746006,,John Kirby,,,jkirby60@msn.com,,Web Form Fillout
11002888,Inactive Investor,Jason Hurwitz,Financial Advisor,GWN Securities Inc. Wayne PA 940 W Valley Rd,jhurwitz@gwnsecurities.com,,Salesforce
10820873,Inactive Investor,Christine Varvatos,Institutional Consulting Analyst,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,christine.varvatos@morganstanley.com,,Salesforce
9557285,,Arthur Aust,,,otisaust@austfinancialadvisory.com,,List import
10811499,Inactive Investor,Jaime Deleon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11027740,Inactive Investor,Miguel Varela Acosta,Assistant Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11165020,Inactive Investor,Christopher Soutas,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",chris.soutas@wellsfargoadvisors.com,,Salesforce
10815583,Inactive Investor,Thomas Wagner,First Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,tom.wagner@ubs.com,,Salesforce
10933348,Inactive Investor,Yuliana Soto,,Fidelity Brokerage Services LLC,,,Salesforce
11037450,Inactive Investor,Michael Wyble,Associate Branch Manager,Robert W. Baird & Co. Incorporated Saint Joseph MI 2900 S State St,mwyble@rwbaird.com,,Salesforce
11101117,Inactive Investor,Jeffrey Froman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",jeff_froman@ml.com,,Salesforce
11029610,Inactive Investor,Stephanie Passarella,,"Concourse Financial Group Securities, Inc. Nashville TN Private Residence",stephanie.passarella@concoursefinancial.com,,Salesforce
11064842,Inactive Investor,Georgia Alexis,Assistant Vice President - Wealth Management;Financial Advisor;Portfolio Manager,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,georgia.alexis@morganstanley.com,,Salesforce
10862320,Inactive Investor,Dustin Hall,Wealth Advisor,LPL Financial LLC Cary NC 1001 Winstead Dr,dustin.hall@lpl.com,,Salesforce
11152928,Inactive Investor,Tacy Davis,Client Service Specialist,"Ameriprise Financial Services, LLC Kalamazoo MI 5991 Venture Park Dr",tacy.davis@ampf.com,,Salesforce
9646435,,Van Minh,,,minhluxury68@gmail.com,,List import
10932968,Inactive Investor,Marc Hiatrides,,"M Holdings Securities, Inc. Woodbury NY 135 Crossways Park Dr",,,Salesforce
10934047,Inactive Investor,Rian Waterman,Senior Vice President;Wealth Advisor,Farther Davenport IA Private Residence,,,Salesforce
11189605,Inactive Investor,James Grotz,,"Raymond James Financial Services, Inc. Minneapolis MN 5200 Willson Rd",james.grotz@raymondjames.com,,Salesforce
9582574,,Blake Reid,,,blake.reid@fmr.com,,List import
11175304,Inactive Investor,David Sims,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Kansas City MO 5901 NW 63rd Ter",david.sims@ampf.com,,Salesforce
10956975,Inactive Investor,Michael Beecher,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
10957304,Inactive Investor,Monquell Middleton,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
9614708,,nunja biz,,,clnmllr@protonmail.com,,List import
11020803,Inactive Investor,Joshua Burkart,,PFS Investments Inc. Jewett City CT 5 Business Park Way,jburkart@primerica.com,,Salesforce
232136,, -,,[Unknown],deanarlington@gmail.com,,
10783240,Inactive Investor,Franklin Gillette,,Cetera Financial Specialists LLC Lacrosse WI 2028 Rose Ct,franklin.gillette@ceterafs.com,,Salesforce
11048156,Inactive Investor,Brian Tan,,Standard Chartered Securities North America LLC,,,Salesforce
11262176,Inactive Investor,Michael Hodge,,Michael Hodge,mhodge1234@yahoo.com,8048597621,Google Natural Search
10869350,Inactive Investor,Joseph Kolb,Chief Compliance Officer;President;Principal,"Wickford Wealth Management, LLC",joseph@wickfordwealth.com,,Salesforce
10976920,Inactive Investor,Benjamin Beiser,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,benjamin.beiser@fmr.com,,Salesforce
11148854,Inactive Investor,Mark Pellis,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",mark.pellis@nm.com,,Salesforce
10995367,Inactive Investor,Kexin Yang,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
11033491,Inactive Investor,Joshua Crane-Whittington,,"OneAmerica Securities, Inc.",,,Salesforce
11237196,Inactive Investor,Cooper Williamson,Wealth Management Analyst;Wealth Manager,"Olistico Wealth, LLC",cooper.williamson@olisticowealth.com,,Salesforce
11031634,Inactive Investor,Ryan Mayer,Financial Professional,"Voya Financial Advisors, Inc. Los Angeles CA 3853 Legion Ln",ryan.mayer@voyafa.com,,Salesforce
11146264,Inactive Investor,Alexander Dickson,,"Cambridge Investment Research, Inc. Diamond Springs CA 4232 Fowler Ln",,,Salesforce
10989659,Inactive Investor,Michel Marcura,Associate,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10875873,Inactive Investor,Josue Rodriguez,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10883492,Inactive Investor,William Deacon,Financial Advisor;Senior Financial Advisor,"McCollum Christoferson Group, LLC",wdeacon@mccollum-christoferson.com,,Salesforce
11236302,Inactive Investor,Lawrence Brottman,,"The Colony Group, LLC Chicago IL 123 N Wacker Dr",,,Salesforce
10959171,Inactive Investor,Eric Gehrig,Investment Advisor,"Gehrig Capital Management, Inc.",,,Salesforce
10618263,,Matthew Garrigan,,,matthew.garrigan@wellsfargoadvisors.com,,List Import
11148209,Inactive Investor,Thomas Florence,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11125333,Inactive Investor,Devin Novais,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",devin.novais@tiaa.org,,Salesforce
10919702,Inactive Investor,Kelle Butler,,LPL Financial LLC Fresno CA 5260 N Palm Ave,kelle.butler@lpl.com,,Salesforce
10614529,,Gary Meyerer,Financial Advisor,,gmeyerer@aol.com,,List Import
10837134,Inactive Investor,Kevin Ryan,Financial Advisor,NWF Advisory Services Inc,kryan@nwfadvisory.com,,Salesforce
9553224,,Mathew Steward,,,mlsteward@ft.newyorklife.com,,List import
10658740,,Kathleen Patrick,,,kathy.patrick@chase.com,,List Import
11088517,Inactive Investor,Frank Bugh,,"Raymond James Financial Services, Inc. Waco TX 345 Owen Ln",frank.bugh@raymondjames.com,,Salesforce
10917061,Inactive Investor,Charles Kibler,,"Trustmont Financial Group, Inc.",,,Salesforce
10895079,Inactive Investor,Nancy Bidrowski,,"Osaic Wealth, Inc. Lincoln NE 650 J St",,,Salesforce
9584707,,Robert Suman,,,robert.suman@fidelity.com,,List import
10656941,,Alex Helms,,,alex.helms@lpl.com,,List Import
2948660,,Jo Be,,,sthrnsmile@gmail.com,,
11014460,Inactive Investor,Ainsley Stamberger,Wealth Management Analyst,Citigroup Global Markets Inc.,,,Salesforce
9583482,,Juan Pablo Villamarin,,,jpvillamarin@intercontl.com,,List import
10837665,Inactive Investor,Rosario Oliveri,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",rio_oliveri@ml.com,,Salesforce
9552906,,Miki McCoy,,,mikismccoy@yahoo.com,,List import
10770530,Inactive Investor,Louann Debbaut,Assistant Vice President;Wealth Management Associate,Morgan Stanley Saint Paul MN 380 Saint Peter St,louann.debbaut@morganstanley.com,,Salesforce
10898959,Inactive Investor,Kevin Mccarty,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11131710,Inactive Investor,Anju Dhaliwal,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11042346,Inactive Investor,Brittany Bailey,Client Service Associate,"Raymond James & Associates, Inc. Savannah GA 15 Lake St",brittany.sandberg@raymondjames.com,,Salesforce
9593408,,Sasha Wright,,,swright@heritagefa.com,,List import
11107978,Inactive Investor,Nicole Ramirez,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",nicole.ramirez@equitable.com,,Salesforce
10815606,Inactive Investor,Mark Willets,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",mark.willets@ml.com,,Salesforce
9623988,,Michael Palmer,,,mjpalmer1004@optonline.net,,List import
10862560,Inactive Investor,Lee Henwood,Financial Advisor,Morgan Stanley Camp Hill PA 214 Senate Ave,lee.henwood@morganstanley.com,,Salesforce
170160,,Tjebbe Tjebbes,,[Unknown],ttjebbes@gmail.com,,
10823446,Inactive Investor,Deborah Thompson,,"Raymond James Financial Services, Inc. Minneapolis MN 3033 Campus Dr",deborah.thompson@raymondjames.com,,Salesforce
10615100,,Rodrigo Schadeck,"Executive Director, Financial Advisor, International Client Advisor",,rodrigo.schadeck@morganstanley.com,,List Import
11211679,Inactive Investor,Charles Hageman,Regional Director,"Pruco Securities, LLC. Quincy IL 3701 E Lake Ctr",charles.hageman@prudential.com,,Salesforce
11185089,Inactive Investor,Kevin Lavery,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Richmond VA 1800 Bayberry Ct",mike.lavery@wellsfargoadvisors.com,,Salesforce
11218991,,Kathleen Williams,,,katie.williams@ubs.com,,Other
10775189,Inactive Investor,Stephen Bauer,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Westport CT 8 Wright St,stephen.bauer@ubs.com,,Salesforce
11147452,Inactive Investor,Ryan Nelson,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",ryan.nelson@gwrs.com,,Salesforce
11045408,Inactive Investor,Bryon Decker,,"Osaic Wealth, Inc.",,,Salesforce
10876615,Inactive Investor,Francesca Catania,,J.P. Morgan Securities LLC,francesca.catania@jpmorgan.com,,Salesforce
2629164,,Thomas Shapard,,,tshapard1@gmail.com,,
11107544,Inactive Investor,David Beckwith,Chief Investment Officer,Thayer Partners LLC,,,Salesforce
11100783,Inactive Investor,David Priore,Financial Advisor,LPL Financial LLC Pittsburgh PA 700 Regis Ave,david.priore@lpl.com,,Salesforce
10787336,Inactive Investor,Tyler Gleysteen,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,tyler.gleysteen@fidelity.com,,Salesforce
9596949,,Eric Martin,,,ericm102102@gmail.com,,List import
10996319,Inactive Investor,Alison Cardozo,,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,alison.j.cardozo@chase.com,,Salesforce
11146782,Inactive Investor,April Wolters,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,april.wolters@primerica.com,,Salesforce
11155406,Inactive Investor,Tucker Forbush,Financial Advisor;Financial Planning Specialist,Morgan Stanley Coeur D Alene ID 505 E Front Ave,tucker.forbush@morganstanley.com,,Salesforce
10932495,Inactive Investor,Eric Wall,Financial Advisor,Edward Jones Fresno CA Private Residence,eric.wall@edwardjones.com,,Salesforce
10860324,Inactive Investor,Jeffrey Heet,,"Cardinal Investments, Inc.",,,Salesforce
11009756,Inactive Investor,Jeffery O'Connell,Financial Advisor,Park Avenue Securities LLC Greeley CO 5701 W 20th St,,,Salesforce
10973154,Inactive Investor,Paula Crespo,,Goldman Sachs & Co.,,,Salesforce
11191924,Inactive Investor,Brian Hoeckh,Financial Advisor,"Citizens Securities, Inc. Depew NY 4964 Transit Rd",brian.j.hoeckh@citizenssecurities.com,,Salesforce
11173920,Inactive Investor,Fortune Okoroba,,J.P. Morgan Securities LLC Arlington TX 4330 Little Rd,fortune.okoroba@jpmorgan.com,,Salesforce
189578,,Joe Clees,,[Unknown],joe.clees@odnss.com,,
10606287,,Cassandra Biehl,Business Manager,"Raymond James & Associates, Inc.",cassandra.biehl@raymondjames.com,855-577-4395,List Import
10790929,Inactive Investor,Mark Miclean,Vice President,Investment Advisory Professionals LLC West Palm Beach FL 221 Southern Blvd,mark@iapllc.com,,Salesforce
11017256,Inactive Investor,Eric Lee,Managing Director;Managing Partner;Tax Advisor,"ProLine Investment Management, PLLC",,,Salesforce
11128850,Inactive Investor,Sergio Garza,,PNC Investments Austin TX 12524 FM 2244 Rd,sergio.garza@pnc.com,,Salesforce
10957015,Inactive Investor,Maverick Melton,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,,,Salesforce
11027825,Inactive Investor,Daniel Brown,Financial Advisor,LPL Financial LLC Cincinnati OH 11260 Chester Rd,,,Salesforce
11148523,Inactive Investor,Joseph Lucchino,,NYLIFE Securities LLC Natrona Heights PA 2318 Freeport Rd,jlucchino@ft.newyorklife.com,,Salesforce
11100477,Inactive Investor,Gregory Staub,Chief Investment Officer;Financial Advisor;Managing Partner,PSI Capital Management,greg@visitpsionline.com,,Salesforce
10872679,Inactive Investor,Anastasiia Shelest,,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",,,Salesforce
11144440,Inactive Investor,Nathaniel Hoehn,Financial Advisor,"Wells Fargo Clearing Services, LLC Great Falls MT 2215 10th Ave S",nathaniel.d.hoehn@wellsfargoadvisors.com,,Salesforce
1001858,Inactive Investor,Christopher Pavese,President & Chief Investment Officer,Broyhill Family Office,chris@broyhillasset.com, +1 828 610 5109,Database Upload
10844149,Inactive Investor,Myron Sopher,Chief Compliance Officer;Managing Partner;President;Regulatory Contact,"Intrack Investment Management, Inc.",msopher@sopherinvest.com,,Salesforce
10604577,,Thomas Heidenrich,Director,Baird,theidenrich@rwbaird.com,3125782653,List Import
211005,,David Rowe,,[Unknown],djrlake@gmail.com,,source
10782801,Inactive Investor,Stephanie Gordon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,stephanie.gordon@fidelity.com,,Salesforce
11019698,Inactive Investor,Carson Leydecker,,Commonwealth Financial Network Greenville RI 600 Putnam Pike,cleydecker@commonwealth.com,,Salesforce
11122985,Inactive Investor,Jacob Haynie,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,jrhaynie@ft.newyorklife.com,,Salesforce
11218006,,Benjamin Stidham,,,ben.stidham@lpl.com,,List Import
10837599,Inactive Investor,Lawrence Margolin,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",lawrence.margolin@ampf.com,,Salesforce
10939593,Inactive Investor,Matthew Calhoun,,"Cambridge Investment Research, Inc. Westerville OH 670 Meridian Way",,,Salesforce
9592508,,Rocco Pastonesi,,,rocco.paston@gmail.com,,List import
11164594,Inactive Investor,Lisa Conner,,Cetera Investment Services LLC Brenham TX 501 S Austin St,,,Salesforce
10816850,Inactive Investor,Robert Meeker,Financial Advisor,Edward Jones Sylvania OH 5800 Monroe St,bob.meeker@edwardjones.com,,Salesforce
10831744,Inactive Investor,Joseph Griffith,Financial Representative,MWA Financial Services Inc. Liberty NC 147 S Fayetteville St,joseph.b.griffith@mwarep.org,,Salesforce
10960716,Inactive Investor,Scott Page,,PFS Investments Inc. Brick NJ 74 Brick Blvd,scottthomaspage@primerica.com,,Salesforce
11198191,Inactive Investor,Robert Baner,Shareholder;Tax Advisor,"The Planning Center, Inc.",rob@theplanningcenter.com,,Salesforce
11038619,Inactive Investor,John Reilly,,"M Holdings Securities, Inc. Elm Grove WI 500 Elm Grove Rd",,,Salesforce
9593249,,Susan Anastasiadis,,,susan@capitalinsightpartners.com,,List import
10822056,Inactive Investor,Timothy McLaughlin,Financial Advisor,"Pruco Securities, LLC. Trenton NJ 1905 Hwy 33",timothy.mclaughlin@prudential.com,,Salesforce
9597798,,Hashem Karoum,,,hkaroum@hotmail.com,,List import
339238,,Michelle Maton,"Treasurer, Shareholder","The Planning Center, Inc.",michelle@theplanningcenter.com,309-797-4030,Manual List Upload
11093908,Inactive Investor,Laura Niemeier,,Edward Jones Lisle IL 2745 Maple Ave,,,Salesforce
1001666,Inactive Investor,Megan Pautler,Vice President,Knell Family Office,mpautler@kcbm.com, +1 626 356 0944,
371663,,Mildred Mcconn,,United States,mmcconn412@aol.com,,Salesforce
10949043,Inactive Investor,Parker O'Sullivan,Vice President;Wealth Advisor,Farther Moraga CA Private Residence,,,Salesforce
11092273,Inactive Investor,Rashid Akhtar,,"JBS Liberty Securities, Inc.",,,Salesforce
10854798,Inactive Investor,Gerard Korabik,Financial Advisor,Savant Wealth Management,jkorabik@savantwealth.com,,Salesforce
10901599,Inactive Investor,Peter Julian,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",peter.julian@rbccm.com,,Salesforce
10996036,Inactive Investor,Brendon Ericson,,"Allstate Financial Services, LLC Denver CO 11152 Huron St",bericson@allstate.com,,Salesforce
10907276,Inactive Investor,James Lazar,,Rothschild & Co US Inc. Chicago IL 77 W Wacker Dr,,,Salesforce
11082273,Inactive Investor,Harold Schram,,PFS Investments Inc. Lumberton TX 347 S Main St,harold.schram@primerica.com,,Salesforce
10763840,Inactive Investor,Michael Hood,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
10763598,Inactive Investor,Paul Enoch,Senior Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",paul.enoch@raymondjames.com,,Salesforce
11119598,Inactive Investor,David Turner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.turner@fidelity.com,,Salesforce
9555928,,Cory Morin,,,cory.morin@msn.com,,List import
10487908,,George Kirchwey,Managing Director,Commerce Street Investment Management,gkirchwey@cstreetinv.com,,List Import
11070041,Inactive Investor,Matthew Ferrando,Private Client Advisor,J.P. Morgan Securities LLC New York NY 230 Park Ave S,matthew.ferrando@jpmorgan.com,,Salesforce
11108380,Inactive Investor,Danny Mckinnon,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,danny.mckinnon@td.com,,Salesforce
10782493,Inactive Investor,Joseph Hornig,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Conshohocken PA 1 Fayette St",joseph.hornig@wellsfargoadvisors.com,,Salesforce
10783839,Inactive Investor,Thomas Stransky,Financial Representative,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",tom.stransky@nm.com,,Salesforce
10880982,Inactive Investor,James Kunkel,,"Osaic Wealth, Inc. Walnut Creek CA Private Residence",,,Salesforce
10991759,Inactive Investor,Leslie Dickert,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",leslie.dickert@equitable.com,,Salesforce
10933276,Inactive Investor,Nicholas Cavallaro,,"CNR Securities, LLC",nicholas.cavallaro@cnr.com,,Salesforce
10873466,Inactive Investor,Mark Rosema,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",mark.rosema@wellsfargo.com,,Salesforce
9628766,,Rodney Dare,,,dare1956@comcast.net,,List import
11074260,Inactive Investor,Joseph Quinn,Wealth Advisor,"Marshall & Sterling Wealth Advisors, Inc.",dquinn@ms-wealth.com,,Salesforce
11123710,Inactive Investor,James Happ,Managing Director;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",jamie_happ@ml.com,,Salesforce
11210920,Inactive Investor,David Kaehr,,"Allstate Financial Services, LLC Greenwood IN 395 S State Road 135",dkaehr@allstate.com,,Salesforce
11091803,Inactive Investor,Mark Dorsey,Financial Advisor,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",mark.dorsey@prudential.com,,Salesforce
10875419,Inactive Investor,Joseph Cane,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
10994459,Inactive Investor,Travis Sissler,,"Raymond James Financial Services, Inc. Raleigh NC 3515 Glenwood Ave",travis.sissler@raymondjames.com,,Salesforce
9568472,,Alexander Khan,,,alexander.khan@fmr.com,,List import
10818803,Inactive Investor,Timothy Lynch,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",timothy.lynch@wellsfargoadvisors.com,,Salesforce
10890983,Inactive Investor,Suresh Hathiramani,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",suresh.hathiramani@ampf.com,,Salesforce
213698,,Collin Pixley,,[Unknown],collin@advantageblockchain.com,,
10815950,Inactive Investor,Gary Fitch,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",gary_fitchjr@ml.com,,Salesforce
9610669,,Joe Trotto,,,trotto.joe@gmail.com,,List import
11081319,Inactive Investor,Rex Teachenor,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,rex.teachenor.dw35@statefarm.com,,Salesforce
10935637,Inactive Investor,Shondel Doby,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,shondel.archer@primerica.com,,Salesforce
10873097,Inactive Investor,Haykuhi Poghosyan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Hollywood CA 6600 Laurel Canyon Blvd",haykuhi.poghosyan@ml.com,,Salesforce
11163667,Inactive Investor,John Mcgrath,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norwood MA 1415 Boston Providence Tpke",john.m.mcgrath@ml.com,,Salesforce
11132034,Inactive Investor,Brad Morgan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY 21 Masse Pl",,,Salesforce
11132746,Inactive Investor,Stephen Jaffe,Financial Associate;Senior Director - Investments,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,stephen.jaffe@opco.com,,Salesforce
9632372,,Josh Pascoe,,,josh.pascoe@plantemoran.com,,List import
10859054,Inactive Investor,Frank Rizzo,Financial Advisor,LPL Financial LLC Highland IN 2845 45th St,frank.rizzo@lpl.com,,Salesforce
9550559,,Jake Munoz,,,jake.luis.munoz@gmail.com,,List import
232291,,Angel Chavez -,,Angel Chavez [[Unknown]],ocampocangel@gmail.com,,Direct
9648451,,Pierro Camacho,,,pierro-camacho@hotmail.com,,List import
9598830,,Quoc Tran,,,qtran@lateef.com,,List import
10990587,Inactive Investor,Jessica Cernava,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,jessica.cernava@jpmorgan.com,,Salesforce
10794915,Inactive Investor,Robert Berg,,Cetera Advisor Networks LLC Watertown CT Private Residence,,,Salesforce
9612507,,Nicholas Pape,,,pape.nic@principal.com,,List import
11198975,Inactive Investor,Karime Azar Wabi,Business Analyst,"One Wealth Advisors, LLC",kazar-wabi@onewealth.net,,Salesforce
9619700,,Irako Seigen,,,jiyixam259@abbuzz.com,,List import
11046478,Inactive Investor,John Sarlat,Branch Manager;Financial Planner,LPL Financial LLC Miami FL 1200 Brickell Ave,john.sarlat@lpl.com,,Salesforce
350157,,Brad Bernstein,"Managing Director, Head, The Equity Group",Monroe Capital Management Advisors Llc,bbernstein@monroecap.com,312-258-8300,Manual List Upload
11221312,,Michael Orndorff,,,morndorff@commonwealth.com,,List Import
11016304,Inactive Investor,Dwaine Baasch,,LPL Financial LLC Folsom CA 31 Natoma St,dwaine.baasch@lpl.com,,Salesforce
10963072,Inactive Investor,Eileen Lund-Garrison,,"U.S. Bancorp Investments, Inc. Arlington WA 17110 Smokey Point Blvd",,,Salesforce
11013931,Inactive Investor,Colleen Wheatcraft,,J.P. Morgan Securities LLC Coshocton OH 120 S 4th St,colleen.wheatcraft@jpmorgan.com,,Salesforce
11015705,Inactive Investor,Tiffany Cole,,Country Capital Management Company Monmouth IL 207 N Main St,,,Salesforce
10964948,Inactive Investor,Syeda Muzahir,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Somerville NJ 10 W High St",syeda.muzahir@ml.com,,Salesforce
11027553,Inactive Investor,Gerald Page,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,gjpage@ft.newyorklife.com,,Salesforce
9541536,,Jan Brauner,,,nightwitchj@gmail.com,,List import
10819585,Inactive Investor,Thomas Charmley,Financial Advisor,"Wells Fargo Clearing Services, LLC Eagles Mere PA Private Residence",thomas.p.charmley@wellsfargoadvisors.com,,Salesforce
10596318,,Craig cowan,,,craig@lamkinwealth.com,,Web Form Fillout
11079885,Inactive Investor,Daniel Velasco,,J.P. Morgan Securities LLC Chicago IL 1958 W North Ave,daniel.velasco@jpmorgan.com,,Salesforce
10840123,Inactive Investor,Katherine Strain,Registered Practice Coordinator,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",katherine.strain@raymondjames.com,,Salesforce
10924670,Inactive Investor,Stanley Zielinski,Personal Banker,"Wells Fargo Clearing Services, LLC Estero FL 8700 Corkscrew Rd",stanley.zielinski@wfadvisors.com,,Salesforce
229746,, -,,[[Unknown]],mscott333@protonmail.com,,Paid Search
11144657,Inactive Investor,David Brinkley,,"The Leaders Group, Inc.",,,Salesforce
9559058,,Jerry Wade,,,jerrywade@financialguide.com,,List import
10862045,Inactive Investor,Matthew Poser,,Morgan Stanley Miami FL 20807 Biscayne Blvd,michael.poser@morganstanley.com,,Salesforce
11136245,Inactive Investor,Jeffrey Howell,Financial Advisor,Edward Jones Tomball TX 11621 Spring Cypress Rd,jeff.howell@edwardjones.com,,Salesforce
11135254,Inactive Investor,Kevin Mccuen,,Country Capital Management Company Bloomington IL 411 N Main St,kevin.mccuen@countryfinancial.com,,Salesforce
10970737,Inactive Investor,Lucas Wise,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11117645,Inactive Investor,Deane Cook,Financial Advisor,"Ameriprise Financial Services, LLC Everett WA 11611 Airport Rd",deane.a.cook@ampf.com,,Salesforce
10788496,Inactive Investor,John Pestikas,Financial Advisor,PNC Investments Buffalo Grove IL 1177 W Lake Cook Rd,john.pestikas@pnc.com,,Salesforce
10494,,Marco Menses,,Individual,marco.admendes@icloud.com,8573386145,
11101368,Inactive Investor,David Newbore,Chief Compliance Officer;President,"Newbore Wealth Management, Inc.",dave@bacon-newbore.com,,Salesforce
10823920,Inactive Investor,Kevin Williams,,PlanMember Securities Corporation Pasco WA 1103 N 20th Ave,,,Salesforce
10927249,Inactive Investor,Zachary Ponzio,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11073862,Inactive Investor,Terri Sager,,"Principal Securities, Inc. Lake Oswego OR 5665 Meadows Rd",sager.terri@principal.com,,Salesforce
10659197,,Oliver Williams,,,opwilliams@ft.newyorklife.com,,List Import
11065352,Inactive Investor,Jeffrey Haiken,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Melville NY 400 Broadhollow Rd",,,Salesforce
11031139,Inactive Investor,Castulo Vera,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",ccvera@firstcommand.com,,Salesforce
11015803,Inactive Investor,Joshua Walker,Financial Advisor,Edward Jones Longmont CO 2350 17th Ave,joshua.walker@edwardjones.com,,Salesforce
11157154,Inactive Investor,Carol Hoffman,Senior Registered Associate,Morgan Stanley Canton OH 4455 Dressler Rd NW,carol.hoffman@morganstanley.com,,Salesforce
10834668,Inactive Investor,Frank Blackard,,Cetera Advisors LLC Maitland FL Private Residence,blackard@ceteraadvisors.com,,Salesforce
11122773,Inactive Investor,Janet Mangler,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,janet.r.mangler@jpmorgan.com,,Salesforce
10966374,Inactive Investor,Kaitlin Lebow,,UBS Financial Services Inc.,kaitlin.lebow@ubs.com,,Salesforce
219685,,Punit Mahajan,,[Unknown],punit.mahajan7@gmail.com,,Direct
11141929,Inactive Investor,Tatyana Zakharova,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",tatyana_zakharova@ml.com,,Salesforce
11121259,Inactive Investor,Nicole Danke,,LPL Financial LLC Neenah WI 643 S Green Bay Rd,nicole.danke@lpl.com,,Salesforce
10905040,Inactive Investor,Robert Dillard,,"Farmers Financial Solutions, LLC Portland OR 4120 SE International Way",bdillard@farmersagent.com,,Salesforce
10921433,Inactive Investor,Stephen Ragonese,,"Raymond James & Associates, Inc.",stephenr@raymondjames.com,,Salesforce
10760694,Inactive Investor,Dodee Crockett,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",dodee_crockett@ml.com,,Salesforce
10864985,Inactive Investor,Benjamin Hill,,"IFP Securities, LLC Cleveland OH Private Residence",benjamin.hill@ifpartners.com,,Salesforce
9619807,,Jay Tee,,,jaytee@hotmail.fr,,List import
10870347,Inactive Investor,Joe Mesenburg,Chief Compliance Officer;President,"JR Mesenburg and Associates, LLC",,,Salesforce
10861592,Inactive Investor,Katherine Stellar,Wealth Manager,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",katherine.stellar@goldenstatewm.com,,Salesforce
11145595,Inactive Investor,Karen Keusayan,Executive Director;Financial Advisor,Morgan Stanley Los Angeles CA 444 S Flower St,karen.keusayan@morganstanley.com,,Salesforce
10856138,Inactive Investor,Alexander Oxenham,Co-Chief Investment Officer;Partner,"Hilton Capital Management, LLC",oxenhama@hiltoncm.com,,Salesforce
11054653,Inactive Investor,Eduardo Muller,Director - Alternative Investments;International Client Advisor;Managing Director - Wealth Management;Private Wealth Advisor;Sen,Morgan Stanley Miami FL 200 S Biscayne Blvd,eduardo.muller@morganstanley.com,,Salesforce
11096704,Inactive Investor,Alan Simpson,,Cetera Advisor Networks LLC El Paso TX 2150 Trawood Dr,simpsona@ceteranetworks.com,,Salesforce
11099379,Inactive Investor,Nicholas Teneyuque,,PFS Investments Inc. Harker Heights TX 775 Indian Trl,nteneyuque@primerica.com,,Salesforce
11146044,Inactive Investor,Richard Young,Financial Advisor,"Inspirion Wealth Advisors, LLC",ryoung@inspirionwealth.com,,Salesforce
11040501,Inactive Investor,Gerald Gentry,,"St. Bernard Financial Services, Inc.",gerald.gentry@stbernardfinancial.com,,Salesforce
9593621,,Satish Kholay,,,kholay.gridconet@gmail.com,,List import
1005709,Inactive Investor,Ramsay Nuwayhid,,TBD,rpn102@aol.com,2566832473,
37447,,Scott Petrucci,,"Vicus Capital, Inc.",spetrucci@pfginc.com,310-326-3100,
347463,,Tracey Campbell,,"Klcm Advisors, Inc.",tcamp@klcminc.com,414-765-1234,Manual List Upload
10611243,,Robert Lucarelli,"Managing Director, Private Wealth Advisor",,robert.j.lucarelli@ampf.com,,List Import
11139548,Inactive Investor,Stephanie Berger,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",,,Salesforce
49299,,William Vannortwick,"Financial Advisor, Vice President, Wealth Advisor",William Blair,wvannortwick@williamblair.com,312-364-8473,
11042354,Inactive Investor,Kate Welborn,,"Raymond James & Associates, Inc.",kate.welborn@raymondjames.com,,Salesforce
11133073,Inactive Investor,Megan Carlson,,Purshe Kaplan Sterling Investments Naples FL 999 Vanderbilt Beach Rd,mcarlson@pksinvest.com,,Salesforce
10489858,,Ravinder Jain,"Chief Compliance Officer, Managing Member","Gian Advisors, LLC Plano TX 5948 Turtle Creek Dr",ravikjain86@yahoo.com,,List Import
11007074,Inactive Investor,Lauren Bernardo,,PFS Investments Inc. Westport MA 655 State Rd,lbernardo@primerica.com,,Salesforce
11124914,Inactive Investor,Joanne Granchelli,,"Wells Fargo Clearing Services, LLC Larchmont NY 2065 Boston Post Rd",joanne.granchelli@wellsfargoadvisors.com,,Salesforce
10789628,Inactive Investor,Immanuel Tan,,Goldman Sachs & Co.,immanuel.tan@gs.com,,Salesforce
11076674,Inactive Investor,Charleen Guck,,J.P. Morgan Securities LLC Rochester NY 3917 Lake Ave,charleen.a.fischer@jpmorgan.com,,Salesforce
9626329,,viktor partyka,,,vityk71@yahoo.com,,List import
10928808,Inactive Investor,Jeffrey Wozniak,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",wozniak.jeffrey@principal.com,,Salesforce
11078256,Inactive Investor,Keith Lemay,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",keith.lemay@nm.com,,Salesforce
9643150,,Angelo Crudele,,,acamil02@yahoo.com,,List import
10910855,Inactive Investor,Kane Waller,,"The Benchmark Company, LLC Boston MA 10 Post Office Sq",kwaller@benchmarkcompany.com,,Salesforce
11173539,Inactive Investor,Kaleb Williams,Associate,Edward Jones Orlando FL 642 Rugby St,kaleb.williams@edwardjones.com,,Salesforce
10825667,Inactive Investor,David Henderson,Senior Wealth Advisor;Wealth Advisor,HighPoint Planning Partners Batavia IL Private Residence,david.henderson@hiptpartners.com,,Salesforce
11078806,Inactive Investor,Dean Cicone,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,dean.cicone@fidelity.com,,Salesforce
10911736,Inactive Investor,Leonardo Jrisinco,,J.P. Morgan Securities LLC Miami FL 15101 S Dixie Hwy,leonardo.j.jrisinco@jpmorgan.com,,Salesforce
10781833,Inactive Investor,Robert Katzen,Chief Compliance Officer;Chief Financial Officer,"The Ithaka Group, LLC Bethesda MD 3 Bethesda Metro Ctr",bkatzen@ithakagroup.com,,Salesforce
9587769,,Zain Ali,,,engrzaincheema@gmail.com,,List import
10981400,Inactive Investor,Calvin Tseng,,"Signature Estate Securities, Inc.",,,Salesforce
10757588,Inactive Investor,Gregory Howard,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",gregory.howard@wellsfargoadvisors.com,,Salesforce
10908467,Inactive Investor,Christine Musillo,,Morgan Stanley Medford OR 3103 Signature Ct,christine.musillo@morganstanley.com,,Salesforce
9619351,,Ryan Miller,,,rm@rollingrockcap.com,,List import
869,,,,,haroldwilliams@validityseeds.com,,
10984393,Inactive Investor,James Hidlay,Financial Advisor,Washington Avenue Advisors,jhidlay@waadvisors.com,,Salesforce
11144701,Inactive Investor,Kevin Lang,Chief Compliance Officer;Treasurer,"Lang & Becker, Inc.",,,Salesforce
10881069,Inactive Investor,Mark Davis,Financial Advisor,The Huntington Investment Company Byron Center MI 2445 84th St SW,mark.davis@huntington.com,,Salesforce
11056427,Inactive Investor,Daniel Marks,Executive Director - Wealth Management;Family Wealth Director;Financial Advisor;Lending Specialist,Morgan Stanley Newport Beach CA 800 Newport Center Dr,daniel.marks@morganstanley.com,,Salesforce
10793931,Inactive Investor,Walter Russell,,Morgan Stanley Bakersfield CA 9100 Ming Ave,walter.russell@morganstanley.com,,Salesforce
9615642,,Marko Beljan,,,markobeljan1983@gmail.com,,List import
11172380,Inactive Investor,Edward Sheehan,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11038058,Inactive Investor,Katherine Smith,,"Calton & Associates, Inc. Fort Worth TX 1701 River Run",ksmith@calton.com,,Salesforce
10865955,Inactive Investor,Wendy Leung,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,wendy.leung.bwvd@statefarm.com,,Salesforce
9645507,,William Johnson,,,william@johnsonlg.law,,List import
9574858,,Justin Cullen,,,justincullen41@gmail.com,,List import
11135322,Inactive Investor,Dennis Hunt,Senior Financial Advisor,"Moisand Fitzgerald Tamayo, LLC",dj@moisandfitzgerald.com,,Salesforce
10781753,Inactive Investor,Scott Ventoza,Managing Director - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,scott.ventoza@ubs.com,,Salesforce
9573598,,Dwight Hutchinson,,,dwight.hutchinson@point72.com,,List import
121530,,Cail Brown,Financial Advisor,"VALIC Financial Advisors, Inc.",cail.brown@valic.com,803-743-2020,
10488982,,Laura Fryhover,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Frisco TX 6303 Cowboys Way",laura.fryhover@stifel.com,972-214-2827,List Import
9646609,,Song Phommahaxay,,,bounsong@gmx.at,,List import
11203199,Inactive Investor,Harshan Jeyakumar,Manager;Managing Member,118 West Capital Management LLC,hjeyakumar@118westcapital.com,,Salesforce
11147069,Inactive Investor,David Sever,,LPL Financial LLC Lexington KY 100 E Vine St,david.sever@lpl.com,,Salesforce
11074616,Inactive Investor,Pebble Willoughby,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",pebble_willoughby@ml.com,,Salesforce
10952365,Inactive Investor,Mark Ristine,,"Farmers Financial Solutions, LLC Oroville CA 1751 Oro Dam Blvd E",mristine@farmersagent.com,,Salesforce
10851023,Inactive Investor,Joel Dighans,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",jmdighans@firstcommand.com,,Salesforce
9590292,,Tom Quinn,,,tquinn@hbs.edu,,List import
11077940,Inactive Investor,James Schmalz,,"Fifth Third Securities, Inc. Los Angeles CA 1901 Avenue of the Stars",james.schmalz@53.com,,Salesforce
10986811,Inactive Investor,Won Soh,,"Farmers Financial Solutions, LLC Brea CA 770 S Brea Blvd",wsoh@farmersagent.com,,Salesforce
11233227,Inactive Investor,Clayton Parker,,J.P. Morgan Securities LLC Newtown Square PA 3604 West Chester Pike,clayton.parker@jpmorgan.com,,Salesforce
11146090,Inactive Investor,Jeffrey Bruss,Managing Member;Partner,"Legacy Wealth Advisors, LLC",jbruss@legacy-wealth.com,,Salesforce
10849527,Inactive Investor,Brook Thompson,,Park Avenue Securities LLC,brook_thompson@glic.com,,Salesforce
10513842,,Ige Bitrus,,,ige.bitrus@gmail.com,,Web Form Fillout
11089635,Inactive Investor,Matthew Bielawski,,"Vanderbilt Securities, LLC",,,Salesforce
11048740,Inactive Investor,Danielle Annechiarico,Chief Compliance Officer;Financial Planner,"Old North State Wealth Management, LLC",dannechiarico@oldnorthstatewealth.com,,Salesforce
10756873,Inactive Investor,Taylor George,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,taylor.george@morganstanley.com,,Salesforce
11024146,Inactive Investor,Dennis Fitzharris,,"Equitable Advisors, LLC Farmingdale NY 814 Fulton St",dennis.fitzharris2@equitable.com,,Salesforce
10854529,Inactive Investor,Robert Epstein,Financial Advisor,Access Wealth,repstein@access-wealth.com,,Salesforce
9586613,,Donna Nagel,,,donna.nagel@transamerica.com,,List import
214187,,Tim Girdis,,[Unknown],tim@girdisgroup.com,,Paid Search
10790573,Inactive Investor,Christopher McClure,Premier Banker,"Wells Fargo Clearing Services, LLC Chapin SC 168 Columbia Ave",christopher.mcclure@wellsfargoadvisors.com,,Salesforce
10837672,Inactive Investor,Gregory Cho,Director - Alternative Investments;Executive Director;Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Direct,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,gregory.d.cho@morganstanley.com,,Salesforce
11099181,Inactive Investor,Mark Bussey,Principal,"Mark Bussey & Associates, LC Frewsburg NY Private Residence",,,Salesforce
11031700,Inactive Investor,Scott Jacob,Financial Services Professional,Edward Jones Placerville CA 3916 Missouri Flat Rd,,,Salesforce
10862275,Inactive Investor,Rusty Taylor,Chief Financial Officer;Investment Advisor,"Dreher Investment Services, Inc.",,,Salesforce
10615343,,Tim Beckemeyer,"Family Wealth Advisor, Financial Advisor, First Vice President, Portfolio Management Director, Senior Portfolio Manager",,tim.beckemeyer@morganstanley.com,,List Import
10488960,,Craig Fylling,Financial Advisor,Edward Jones Frisco TX 5566 Main St,craig.fylling@ushadvisors.com,972-668-9649,List Import
10821044,Inactive Investor,Kevin Giboney,,"Allstate Financial Services, LLC Lynnwood WA 2027 196th St SW",kgiboney@allstate.com,,Salesforce
10990629,Inactive Investor,J.P. Schumacher,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10777926,Inactive Investor,Eric Garcia-Tunon,Financial Advisor;Senior Vice President;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,eric.garciatunon@ubs.com,,Salesforce
10893810,Inactive Investor,Matthew Vallejo,,Fidelity Brokerage Services LLC,matthew.vallejo@fidelity.com,,Salesforce
11196406,Inactive Investor,Sambasivan Amarnath,Chief Investment Officer;Member;President,Shri Advisors,,,Salesforce
11175897,Inactive Investor,Patricia Saunders,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,patricia.saunders@fidelity.com,,Salesforce
172962,,Derek Rogers,,[Unknown],derek@strafire.com,,
11016006,Inactive Investor,Kathy Pieples,,"Osaic Wealth, Inc. Syracuse NY 892 E Brighton Ave",,,Salesforce
10848677,Inactive Investor,James Arnold,,"Osaic Wealth, Inc. Mocksville NC Private Residence",,,Salesforce
9562725,,mario Rossi,,,francesco.lariccia@yahoo.it,,List import
150935,,Santiago Carassale,,[Unknown],santiagoicarassale@gmail.com,,
9638056,,Samuel Pollack,,,spollack@nepc.com,,List import
10818440,Inactive Investor,Craig Forbes,,"Osaic Wealth, Inc. Colorado Springs CO 5585 Erindale Dr",,,Salesforce
100381,,Jennifer Cooper,"President, CFO, & CCO",Martingale Asset Management,jennifer.cooper@martingale.com,617-424-4700,Manual List Upload
10619645,,Andrew Franklin,,,afranklin@gemrc.com,,List import
10873208,Inactive Investor,Brian Libby,,"Mutual of Omaha Investor Services, Inc. Lincoln ME 228 W Broadway",brian.libby@mutualofomaha.com,,Salesforce
11060914,Inactive Investor,Todd Growick,,Jefferies LLC,tgrowick@jefferies.com,,Salesforce
10815544,Inactive Investor,Frank Byrd,Chief Compliance Officer;Founder;Managing Member;Managing Partner,Fielder Capital Group LLC,fbyrd@fieldercapital.com,,Salesforce
11143116,Inactive Investor,Matthew Greco,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11027162,Inactive Investor,William Flynn,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,william.flynn@lpl.com,,Salesforce
11133558,Inactive Investor,Philip Roberts,Financial Planner,"MML Investors Services, LLC Orange CA 320 N Glassell St",philroberts@financialguide.com,,Salesforce
10753895,Inactive Investor,Thomas Walling,,Cetera Advisor Networks LLC Albany NY 235 Lark St,wallingt@ceteranetworks.com,,Salesforce
11083009,Inactive Investor,Hao Zhou,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,david.zhou@fmr.com,,Salesforce
9604208,,DAVID FALTER,,,david.falter@mcapmarkets.com,,List import
10929213,Inactive Investor,Aleksandar Krakovic,,"Kestra Investment Services, LLC Glendale CA 655 N Central Ave",,,Salesforce
9584266,,William Keen,,,wkeen@massmutual.com,,List import
9586899,,calvin pieter,,,asd.viinz@gmail.com,,List import
10771224,Inactive Investor,Richard Thompson,,"Raymond James Financial Services, Inc. Anniston AL 501 Quintard Ave",richard.thompson@raymondjames.com,,Salesforce
10828110,Inactive Investor,James Axelson,Managing Director,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,james.axelson@ubs.com,,Salesforce
11063388,Inactive Investor,Stephen Zahka,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Westborough MA 1400 Computer Dr",stephen.zahka@ampf.com,,Salesforce
9605334,,Jason Pride,,,jason.pride@glenmede.com,,List import
11115804,Inactive Investor,Carolyn French,Senior Vice President,"Prospera Financial Services, Inc. Lafayette LA 1042 Camellia Blvd",carolyn.french@prosperafinancial.com,,Salesforce
11207474,Inactive Investor,Troy Blodgett,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",troy_blodgett@ml.com,,Salesforce
9558031,,Justin Parks,,,justin.parks@cusonet.com,,List import
10911085,Inactive Investor,John Biebel,Chief Compliance Officer;Member,Ridley Cove Financial Advisors LLC,jbiebel@ridleycove.com,,Salesforce
11198026,Inactive Investor,Jason Rohrer,,"Horace Mann Investors, Inc. Minot ND 216 S Broadway",jason.rohrer@horacemann.com,,Salesforce
9629650,,Seb Ash,,,2roksoundsystem@gmail.com,,List import
10975054,Inactive Investor,David Bryant,,"Farmers Financial Solutions, LLC Tulsa OK 2021 S Lewis Ave",dbryant@farmersagent.com,,Salesforce
10901021,Inactive Investor,Christopher Ikerd,,Cetera Investment Services LLC Evans GA 4385 Washington Rd,,,Salesforce
107960,,Brian Hurley,,Accelerated Life Solutions,bphurleyman@yahoo.com,4079476837,Organic Search
11110430,Inactive Investor,Michael Warszawski,Chief Compliance Officer;Chief Executive Officer;Founder,"CWM Partners, LLC",mwarszawski@cwm-partners.com,,Salesforce
9576263,,Rados?aw Szperling,,,radekszperling@wp.pl,,List import
11107162,Inactive Investor,Anand Sekhar,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10781944,Inactive Investor,Brandon Carlisle,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.carlisle@fidelity.com,,Salesforce
345382,,Sue Blair,Financial Manager,Murphy Pohlad Asset Management Llc,sblair@murphyllc.com,952-948-2300,Manual List Upload
108725,,John McMahon,,6,silvercenturion35@yahoo.com,9366891828,
9606174,,rama cap,,,rama_la@hotmail.com,,List import
11073641,Inactive Investor,John Skalet,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Englewood CO 5251 DTC Pkwy,john.skalet@morganstanley.com,,Salesforce
9562987,,Lorelei Tolson,,,ltolson@ofgltd.com,,List import
11164083,Inactive Investor,Ryan Mitchell,Financial Advisor,Edward Jones Kansas City MO 6889 N Oak Trfy,ryan.mitchell@edwardjones.com,,Salesforce
10853186,Inactive Investor,Deepak Verma,,"Wells Fargo Clearing Services, LLC Livermore CA 235 S K St",deepak.verma@wellsfargoadvisors.com,,Salesforce
9643344,,Forrest Estep,,,feestep@yahoo.com,,List import
11077146,Inactive Investor,Stan Kitashima,,"Centaurus Financial, Inc. Seattle WA Private Residence",,,Salesforce
10947159,Inactive Investor,Andrew Chelf,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11103413,Inactive Investor,Ryan Kaiser,,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",,,Salesforce
10494054,,James Bonifer,,,jbonifer@elevate-ir.com,,List Import
10780430,Inactive Investor,Jodi Vosler,,Morgan Stanley Brea CA 10 Pointe Dr,jodi.vosler@morganstanley.com,,Salesforce
11078309,Inactive Investor,Nina Kirk,Financial Consultant,"Charles Schwab & Co., Inc. Mequon WI 11309 N Port Washington Rd",nina.kirk@schwab.com,,Salesforce
10696223,,Brian Stigliano,,VALLEY FINANCIAL MANAGEMENT INC,bstigliano@valley.com,,List Import
10606977,,JAYDEEPSINH JADEJA,,,jadejajaydeepsinhk007@gmail.com,,Web Form Fillout
11142102,Inactive Investor,Peter Fontana,,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,,,Salesforce
10966071,Inactive Investor,Louis Nistico,Wealth Advisor,MJP Wealth Advisors,,,Salesforce
10867220,Inactive Investor,Goodloe White,Chief Compliance Officer;President,"Porter White Investment Advisors, Inc.",goodloe@pwco.com,,Salesforce
9588492,,Deborah Damon,,,primeeagle@aol.com,,List import
9625739,,HAN BYUL HWANG,,,quality_a@naver.com,,List import
11158363,Inactive Investor,Logan Youngblood,Associate,Edward Jones Brooklyn NY 456 5th Ave,logan.youngblood@edwardjones.com,,Salesforce
7059452,,Kevin J Smith,,,nivafer135@fenwazi.com,,Web Form Fillout
9598868,,Christina Giguere,,,christinagiguere@gmail.com,,List import
10880525,Inactive Investor,Michael Sette,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11048704,Inactive Investor,Kevin Beazley,Financial Advisor,"Foguth Wealth Management, LLC.",kevin@foguthfinancial.com,,Salesforce
9633219,,chris odonnell,,,chris.odonnell@wegmans.com,,List import
9603095,,Dean Koch,,,discountdirect@yahoo.com,,List import
9612220,,P J,,,p@j.com,,List import
10791641,Inactive Investor,George Hentges,,"Ameritas Investment Company, LLC Boise ID 3152 S Bown Way",ghentges@ameritas.com,,Salesforce
11235899,Inactive Investor,Jeremiah Eischen,Chief Operating Officer;Financial Advisor;Owner,Pace Financial Advisors,jeremiah@pace-fa.com,,Salesforce
10912600,Inactive Investor,Charles Walden,,Goldman Sachs & Co.,,,Salesforce
10999082,Inactive Investor,Joshua Guevara,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,joshua.guevara@primerica.com,,Salesforce
9613889,,Ashley Turner,,,cryptoashes@gmail.com,,List import
10911395,Inactive Investor,Randolph Daniels,,"Sanctuary Securities, Inc. San Antonio TX 9830 Colonnade Blvd",rdaniels@sanctuarywealth.com,,Salesforce
10763834,Inactive Investor,Juan Manteiga,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,juan.manteiga@opco.com,,Salesforce
9549945,,JIN JIANHUA,,,hunterjin@gmail.com,,List import
10892302,Inactive Investor,Jermella Warren,,Fidelity Brokerage Services LLC,,,Salesforce
10802810,Inactive Investor,Brian Sells,Chief Investment Officer;Managing Partner;Owner,Peak Financial Advisors Denver CO 50 S Steele St,,,Salesforce
9629544,,Maarten Vervrangen,,,maartenvervrangen@hotmail.com,,List import
10795226,Inactive Investor,Harold Rosen,Chief Compliance Officer;Managing Member;Owner,Pinnacle Peak Capital Management LLC Arlington Heights IL 4141 N Terramere Ave,,,Salesforce
10836556,Inactive Investor,Jonathan Murray,Investment Advisor;Owner;Regulatory Contact,ISC Financial Advisors,jon@iscfinancialadvisors.com,,Salesforce
11174137,Inactive Investor,Kyle Schneider,Member;Portfolio Manager;Research Analyst,"VELA Investment Management, LLC",kschneider@vela-im.com,,Salesforce
11160490,Inactive Investor,Milton Wright,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10752529,Inactive Investor,Todd Hearp,Financial Advisor,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",hearp_todd@nlvmail.com,,Salesforce
9415770,,Joshua Silverman,,Joshua Silverman,jsilverman@gmail.com,,3rd Party Lead Gen
10656650,,Philip Harwood,,,philip.harwood@wellsfargoadvisors.com,,List Import
9579960,,Peter Willis,"Portfolio Manager, President, Regulatory Contact",Stacey Braun Associates Inc,pbwillis@staceybraun.com,212-226-7707,List import
11069164,Inactive Investor,Veronica Chang,,Park Avenue Securities LLC New York NY 261 Madison Ave,,,Salesforce
10803859,Inactive Investor,Jean Amoroso-Crotty,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",jean.amorosocrotty@prudential.com,,Salesforce
10865060,Inactive Investor,Kirsten Seymour,,"Raymond James Financial Services, Inc. Saint Petersburg FL 2713 1st Ave N",kirsten.seymour@raymondjames.com,,Salesforce
11041872,Inactive Investor,Krzysztof Kolba,,LPL Financial LLC New York NY 1270 Avenue of the Americas,krzysztof.kolba@lpl.com,,Salesforce
11100852,Inactive Investor,Patricia McQuillan,,"Avantax Investment Services, Inc. Youngstown OH 1975 E Western Reserve Rd",,,Salesforce
10939990,Inactive Investor,Kelsey Scovill,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10929414,Inactive Investor,Tyler Heath,,Fidelity Brokerage Services LLC,,,Salesforce
9618763,,Steve White,,,swhite@angelogordon.com,,List import
11124902,Inactive Investor,Kyle Gragnano,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kyle_gragnano@vanguard.com,,Salesforce
11016911,Inactive Investor,Angela Rutledge,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1896 Hendersonville Rd",angela.rutledge@ml.com,,Salesforce
9552557,,Mark Ramseth,,,mark.ramseth@53.com,,List import
11166122,Inactive Investor,Ariel Lee,Financial Advisor,Edward Jones Derby KS 620 N Mulberry Rd,ariel.lee@edwardjones.com,,Salesforce
11156804,Inactive Investor,Steve Hose,Financial Advisor,LPL Financial LLC Martinsburg WV Private Residence,steve.hose@lpl.com,,Salesforce
11090001,Inactive Investor,Todd Demko,Senior Vice President,"Flaharty Asset Management, LLC",tdemko@flahartyllc.com,,Salesforce
11096429,Inactive Investor,Todd Powell,Financial Advisor;Financial Analyst;Second Vice President,Morgan Stanley Chicago IL 227 W Monroe St,todd.powell@morganstanley.com,,Salesforce
10853122,Inactive Investor,Margaret Lutz,Operations Manager,LPL Financial LLC Cadillac MI 116 N Mitchell St,margaret.lutz@lpl.com,,Salesforce
10971649,Inactive Investor,Frankie Varela,,"Wells Fargo Clearing Services, LLC Las Vegas NV 3555 S Jones Blvd",frankie.varela@wellsfargo.com,,Salesforce
10510901,,Wally Dera,Regional Director,Bitwise Asset Management,wally@bitwiseinvestments.com,,List Import
10891034,Inactive Investor,James Ramentol,Financial Advisor,LPL Financial LLC Iselin NJ 485 US Hwy 1 S,james.ramentol@lpl.com,,Salesforce
10837009,Inactive Investor,Eric Ether,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Tacoma WA 1301 A St,eric.ether@morganstanley.com,,Salesforce
10817265,Inactive Investor,Brandon Rowe,,Fidelity Brokerage Services LLC,,,Salesforce
11130653,Inactive Investor,Patricia Beaver,Client Service Associate;Client Service Specialist,"Ameriprise Financial Services, LLC Annapolis MD 200 Westgate Cir",patricia.beaver@ampf.com,,Salesforce
9581648,,Romy Champagne,,,rchampagne@axiuminfra.com,,List import
10767211,Inactive Investor,Douglas Loudon,Chief Investment Officer;President,"Loudon Investment Management, LLC",dloudon@loudoninv.com,,Salesforce
10899872,Inactive Investor,Angela Aguayo,,Citigroup Global Markets Inc.,angela.aguayo@citigroup.com,,Salesforce
10901658,Inactive Investor,Mell Dilor Machado,Registered Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11004000,Inactive Investor,Dustin Garrett,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,dustin.garrett@ncsecu.org,,Salesforce
11181191,Inactive Investor,William Waldeisen,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley State College PA 720 S Atherton St,robert.waldeisen@morganstanley.com,,Salesforce
11046452,Inactive Investor,Fremont Utter,,Stonex Securities Inc. Byron Center MI Private Residence,,,Salesforce
9563297,,John Frongillo,,,john.frongillo@ifpadvisor.com,,List import
11112000,Inactive Investor,Mentesnot Andarge Adamu,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
10893516,Inactive Investor,Christopher Sarni,,Citigroup Global Markets Inc.,,,Salesforce
10779154,Inactive Investor,Douglas Bushue,Private Wealth Advisor,"Ameriprise Financial Services, LLC Savoy IL 6 Dunlap Ct",douglas.d.bushue@ampf.com,,Salesforce
11000611,Inactive Investor,Robert Oemig,Financial Advisor,Thrivent Investment Management Inc. Merrill WI 403 Grand Ave,robert.oemig@thrivent.com,,Salesforce
10820388,Inactive Investor,Louis Moore,,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",lou.moore@lfg.com,,Salesforce
11165041,Inactive Investor,Benard Weibel,,LPL Financial LLC Fort Wayne IN 3902 S Clinton St,benard.weibel@lpl.com,,Salesforce
9602973,,Gaël cools,,,gael.cools2@hotmail.com,,List import
11115932,Inactive Investor,Richard Terrill,Financial Advisor,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,richard.terrill@ubs.com,,Salesforce
10897384,Inactive Investor,Robert Caraveo,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 9915 Mira Mesa Blvd",robert.caraveo@nm.com,,Salesforce
11120045,Inactive Investor,Eric Paluck,,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",eric.paluck@ampf.com,,Salesforce
11070126,Inactive Investor,Carly Pickel,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",carly.sanfield@ml.com,,Salesforce
11195400,Inactive Investor,Stephen Cetrulo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",stephen.cetrulo@schwab.com,,Salesforce
11169019,Inactive Investor,Bruce Keller,,"Osaic Wealth, Inc. Phoenix AZ 1137 E Redfield Rd",,,Salesforce
11173998,Inactive Investor,Fabian Capdevila,,"ETC Brokerage Services, LLC",,,Salesforce
11057904,Inactive Investor,Judy Moore,Financial Planner;Investment Advisor,"Prospera Financial Services, Inc. Austin TX 4718 Duval St",judy.moore@prosperafinancial.com,,Salesforce
11229942,Inactive Investor,Andrew Cummer,,"Northwestern Mutual Investment Services, LLC Cedar Falls IA 2021 Main St",,,Salesforce
10857834,Inactive Investor,Cody Makela,Managing Member;Partner,"Arlington Financial Advisors, LLC",cody.makela@arlingtonfa.com,,Salesforce
10947327,Inactive Investor,Dustin Ream,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",dustin.ream@ml.com,,Salesforce
10900718,Inactive Investor,John Keys,Financial Advisor,"Beacon Capital Management, LLC",john.keys@beaconcm.com,,Salesforce
11094363,Inactive Investor,Margaret Archer,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3414 Peachtree Rd NE",margie.archer@wellsfargoadvisors.com,,Salesforce
9612262,,Robert Wallace,,,rreallace1218@gmail.com,,List import
10882050,Inactive Investor,Luciana Roditi,Chief Compliance Officer,"Evolution Wealth Advisors, LLC",lroditi@ewadvisors.net,,Salesforce
10834157,Inactive Investor,Jessica Guo,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Wellesley Hills MA 55 William St,jessica.guo@ubs.com,,Salesforce
10959815,Inactive Investor,Joseph Archer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11056068,Inactive Investor,Larry Money,,"Avantax Investment Services, Inc. Greenville TX 2609 Eastland St",,,Salesforce
10799050,Inactive Investor,Rosemarie Crawford,,NYLIFE Securities LLC Mansfield MA Private Residence,rcrawford2@ft.newyorklife.com,,Salesforce
11070002,Inactive Investor,Daniel Burrill,,"Cambridge Investment Research, Inc. N Chesterfield VA Private Residence",,,Salesforce
11065080,Inactive Investor,James Flaherty,Financial Advisor,"Wells Fargo Clearing Services, LLC Newtown PA 2901 S Eagle Rd",james.flaherty@wellsfargoadvisors.com,,Salesforce
10960234,Inactive Investor,Logan Meyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10821805,Inactive Investor,Jamie Hanlon,Financial Advisor,LPL Financial LLC Latham NY 3 Lear Jet Ln,jamie.hanlon@lpl.com,,Salesforce
11093766,Inactive Investor,Celiana Rios Sepulveda,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,criossepulve@ft.newyorklife.com,,Salesforce
10864582,Inactive Investor,Kyongjin Lee,Partner,Mainstream Capital Management,jin.lee@mainstreamcapital.com,,Salesforce
234185,,Joseph McIsaac -,,Joseph McIsaac [[Unknown]],carbonbasedlife@gmail.com,,
9574179,,Jarrod Heinz,,,jlheinz57@gmail.com,,List import
11224811,,Erik Fostvedt,,,eqfostvedt@gmail.com,,Web Form Fillout
48606,,John Powell,Investment Advisor,"Calton & Associates, Inc.",jpowell@calton.com,941-364-8833,
348562,,Michael Lepore,Senior Managing Director & Chief Compliance Officer,"Gyl Financial Synergies, Llc",mlepore@gylfinsyn.com,860-523-3003,Manual List Upload
11169992,Inactive Investor,Bryce Hood,,LPL Financial LLC Bartlesville OK 1821 SE Washington Blvd,,,Salesforce
10836312,Inactive Investor,Morris Cheston,Director,Northside Capital Management LLC,,,Salesforce
11211123,Inactive Investor,John Cavanaugh,Financial Advisor;Investments Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",john.p.cavanaugh@wellsfargoadvisors.com,,Salesforce
9621881,,Ryan Taggart,,,taggartryan12@gmail.com,,List import
11167980,Inactive Investor,Ian Burns,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10656952,,Amy Hussain,,,ahussain@weg1.com,,List Import
11051278,Inactive Investor,Paul Majauskas,Executive Director;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Oak Brook IL 2211 York Rd,paul.majauskas@morganstanley.com,,Salesforce
10856151,Inactive Investor,George Auzat,,State Farm VP Management Corp. Burbank CA 1010 N Hollywood Way,,,Salesforce
11007673,Inactive Investor,Oscar Moreno,Financial Associate,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,oscar.moreno@thrivent.com,,Salesforce
11125861,Inactive Investor,Alice Yin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",alice.yin@schwab.com,,Salesforce
10925733,Inactive Investor,Steven Grazio,Senior Regional Leader,PFS Investments Inc. Allentown PA 7310 Tilghman St,steven.grazio@primerica.com,,Salesforce
11183104,Inactive Investor,Joshua Chapman,,"Allstate Financial Services, LLC Rochester NY 1100 Long Pond Rd",joshuachapman@allstate.com,,Salesforce
10994505,Inactive Investor,Christopher Brinich,Member;Research Analyst,"VELA Investment Management, LLC",cbrinich@vela-im.com,,Salesforce
10958001,Inactive Investor,Nicholas Coquis,Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10897078,Inactive Investor,Rachel Flores,,PFS Investments Inc. Lancaster PA 800 New Holland Ave,rachelmariaflores@primerica.com,,Salesforce
9599338,,Donald Tollin,,,dtgolf@yahoo.com,,List import
9545110,,Laura Gordon,,,lsword@cweil.com,,List import
10801964,Inactive Investor,Anthony Perruso,Financial Advisor,"Wells Fargo Clearing Services, LLC Mountain Lakes NJ 333 US Hwy 46",anthony.perruso@wellsfargoadvisors.com,,Salesforce
209882,,Jason Isaac,,Cumberland Wealth Management,jasoni@cumberlandcounsel.ca,,
223396,,Gurvinder Sahni,GM Strategic Marketing,Wipro,gssahni13@gmail.com,,
10763266,Inactive Investor,Craig Hacker,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",craig_hacker@ml.com,,Salesforce
10489268,,Bradley Hamblin,Financial Advisor,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",ryanhamblin@aol.com,,List Import
10972951,Inactive Investor,Beisy Navarro,,Park Avenue Securities LLC Boston MA 75 Arlington St,,,Salesforce
10961369,Inactive Investor,Christina Muska,,"HighTower Securities, LLC Omaha NE 13616 California St",cmuska@hightoweradvisors.com,,Salesforce
11139199,Inactive Investor,David Yurman,,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",david.yurman@prudential.com,,Salesforce
10987417,Inactive Investor,Michael Gilman,Investment Advisor,Gerber Kawasaki Wealth & Investment Management,michael@gerberkawasaki.com,,Salesforce
9612985,,Nancy Aversa,,,naversa@williamblair.com,,List import
10901836,Inactive Investor,John Cashmere,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",patrick.cashmere@ml.com,,Salesforce
9634472,,Lauren Gallegos,,,lauren@greatlakesretirement.com,,List import
11083399,Inactive Investor,Nicholas Gardner,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",nick.gardner@nm.com,,Salesforce
11131984,Inactive Investor,Paul Loyacono,Investment Manager,"IFG Advisory, LLC Ridgeland MS 141 Township Ave",,,Salesforce
11145908,Inactive Investor,Clayton James,Advisor,"Prospera Financial Services, Inc. Williamsburg VA 263 McLaws Cir",clayton.james@prosperafinancial.com,,Salesforce
10997127,Inactive Investor,Lyle Preston,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,,,Salesforce
11043641,Inactive Investor,Kevin Stultz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11140213,Inactive Investor,Ryan Crue,Financial Planner,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,ryan.crue@lpl.com,,Salesforce
10884897,Inactive Investor,Karen Short,,Key Investment Services LLC Dayton OH 5001 Chambersburg Rd,kshort@kisinvestments.com,,Salesforce
10838869,Inactive Investor,Irene Buettner,,Purshe Kaplan Sterling Investments Erie PA 235 W 6th St,ibuettner@pksinvest.com,,Salesforce
10862694,Inactive Investor,Renee Underwood,Financial Advisor,LPL Financial LLC Laurens SC 121 W Public Sq,renee.underwood@lpl.com,,Salesforce
10776993,Inactive Investor,Richard Stone,Financial Advisor,Commonwealth Financial Network Jacksonville TX 306 E Commerce St,rstone@commonwealth.com,,Salesforce
10597895,,Muhammad Muhammad barokah,,,abzaelhazmi@gmail.com,,Web Form Fillout
11147113,Inactive Investor,Nadia Allmon,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",nadia.allmon@ml.com,,Salesforce
9570106,,Jonathan Bloom,,,jbloom@boardmanbay.com,,List import
10961421,Inactive Investor,Luis Diaz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
10954610,Inactive Investor,Daniel Gorman,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9638377,,Keon Holmes,,,kholmes@cambridgeassociates.com,,List import
11079614,Inactive Investor,Peter Stein,Financial Representative,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",peter.stein@nm.com,,Salesforce
11045681,Inactive Investor,Vanessa Lopez-Rivera,,J.P. Morgan Securities LLC Waco TX 320 N New Rd,vanessa.lopez-rivera@jpmorgan.com,,Salesforce
11197990,Inactive Investor,Brandon Livrago,,LPL Financial LLC Morristown NJ 305 Madison Ave,brandon.livrago@lpl.com,,Salesforce
11138733,Inactive Investor,Linda Wall,Senior Private Client Associate,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,lwall@janney.com,,Salesforce
10510896,,Ryan Mischker,Portfolio Manager,"SS&C ALPS Advisors, Inc.",ryan.mischker@sscinc.com,,List Import
9576262,,??? -,,,976763304@qq.com,,List import
10776438,Inactive Investor,Jeff Gilbert,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 530 W Spring St",jeff.c.gilbert@ampf.com,,Salesforce
9584304,,Olanrewaju Olotu,,,lanreolotu@hotmail.com,,List import
348404,,Mark Leeker,President,"Harbour Group Industries, Inc.",mleeker@harbourgroup.com,314-727-5550,Manual List Upload
11059128,Inactive Investor,Christian Wagner,,"Equitable Advisors, LLC Wilmington DE 3 Mill Rd",christian.wagner@equitable.com,,Salesforce
85647,,Mike Mcmillen,"Principal, owner",Mcmillen & Company Capital Management,mike@mcmillencompany.com,208-343-1274,Manual List Upload
10834766,Inactive Investor,Frank Diulus,,"Cadaret, Grant & Co., Inc. Niagara Falls NY 6928 Williams Rd",fdiulus@ae.cadaretgrant.com,,Salesforce
10966248,Inactive Investor,Clinton Seefeldt,Financial Planner,Commonwealth Financial Network Carmel IN 580 E Carmel Dr,cseefeldt@commonwealth.com,,Salesforce
11151061,Inactive Investor,Ram Kalagara,,"Transamerica Financial Advisors, Inc Charlotte NC 8430 University Executive Park Dr",ram.kalagara@tfaconnect.com,,Salesforce
10952159,Inactive Investor,Kevin Campbell,,Focus Point Capital LLC Dacono CO Private Residence,,,Salesforce
11222891,,William Mcnary,,,tom.mcnary@merceradvisors.com,,List Import
9633501,,James HANSEL,,,james.hansel@gmail.com,,List import
10387671,,Alevt Alevt,,,sabaldasalbina491@gmail.com,,Web Form Fillout
11095722,Inactive Investor,Gary Cloud,Co-Chief Investment Officer;Co-Chief Investment Officer - Fixed Income;Director;Senior Vice President,FCI Advisors,gary.cloud@fciadvisors.com,,Salesforce
11198675,Inactive Investor,Milton Durham,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9636949,,Brent Foster,,,bfoster@greatlakesadvisors.com,,List import
9568784,,Lauren Lehman,,,llehman@sol-capital.com,,List import
10614718,,Paul Skaf,"Executive Director, Family Wealth Director, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor",,paul.skaf@morganstanley.com,,List Import
11010068,Inactive Investor,Tatiana Brooks,,LPL Financial LLC Rochester NY 3508 Mount Read Blvd,tatiana.brooks@lpl.com,,Salesforce
10877529,Inactive Investor,Timothy Byrd,,SECU Brokerage Services Raleigh NC 119 N Salisbury St,timothy.byrd@ncsecu.org,,Salesforce
10870973,Inactive Investor,Patricia Wynne,,"Fifth Third Securities, Inc. Evansville IN 2320 W Illinois St",patricia.wynne@53.com,,Salesforce
10867007,Inactive Investor,Thomas Heffner,,"Allstate Financial Services, LLC Boise ID 3601 W Overland Rd",thomasheffner@allstate.com,,Salesforce
10783007,Inactive Investor,Patrick Kenefick,Wealth Advisor,Neuberger Berman BD LLC Tampa FL 401 E Jackson St,pkenefick@nb.com,,Salesforce
10801216,Inactive Investor,Daniel Bradley,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,daniel.bradley@morganstanley.com,,Salesforce
244146,,Halle Eavelyn,Transformational Wealth Coach,"Halle Eavelyn Enterprises, LLC",halle@halleeavelyn.com,13102920688,Manual List Upload
10506071,,Gregory Wheeler,Financial Advisor,Modera Wealth Management,gregw@moderawealth.com,352-746-4460,List import
9583418,,'?? '?,,,baovswbs@vip.qq.com,,List import
10802345,Inactive Investor,Keith Weltens,Financial Advisor,"Ameriprise Financial Services, LLC Radford VA 202 3rd Ave",keith.p.weltens@ampf.com,,Salesforce
339856,,Stephen Dutton,Limited Partner And Managing Director,"Kelso & Company, L.p.",sdutton@kelso.com,212-350-7700,Manual List Upload
10867370,Inactive Investor,Meredith Brown,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,meredith.brown@jpmorgan.com,,Salesforce
351167,,Evan Cottington,Associate,Blue Point Capital Partners Llc,ecottington@bluepointcapital.com,216-535-4700,Manual List Upload
11132842,Inactive Investor,Jared Smith,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",jared.b.smith@ml.com,,Salesforce
10852656,Inactive Investor,David Gallers,Co-Founder;Managing Member;Member;Regulatory Contact,Wealthspring Capital LLC,dgallers@wealthspringcapital.com,,Salesforce
10911010,Inactive Investor,Erin Hay,Portfolio Manager;Private Wealth Advisor,Monument Wealth Management Alexandria VA 1701 Duke St,erin.hay@monumentwm.com,,Salesforce
346058,,Jason Trennert,"Chief Investment Officer, Director","Strategas Asset Management, LLC",jtrennert@strategasrp.com,212-906-0130,Manual List Upload
5200,, -,,[[Unknown]],richard.rohan@tmx.com,,Initial Salesforce Import
235875,, -,,[[Unknown]],jbreza2@gmail.com,,
11187062,Inactive Investor,Thomas Paron,,"Kestra Investment Services, LLC Southbury CT 2 Pomperaug Office Park",thomas.paron@kestrafinancial.com,,Salesforce
123326,,John Apruzzese,"Partner, CIO","Evercore Wealth Management, Llc",apruzzese@evercore.com, +1 212 822 7623,Manual List Upload
10768392,Inactive Investor,Charles Bohlen,Chief Investment Officer;Co-Chief Investment Officer;Vice President,SFE Investment Counsel Inc.,cbohlen@sfeic.com,,Salesforce
11060271,Inactive Investor,Larry Smith,,"Harbour Investments, Inc. Baraboo WI 414 Broadway St",,,Salesforce
10783109,Inactive Investor,Mia Ziring,Financial Solutions Advisor;Mortgage Loan Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 9611 Holly Point Dr",mia.ziring@ml.com,,Salesforce
10974116,Inactive Investor,Neil Manthe,,Cetera Advisor Networks LLC,,,Salesforce
10912173,Inactive Investor,Steven Black,Financial Manager,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,steven.black@edwardjones.com,,Salesforce
9596358,,Stacie Carrabine,,,stacie@plancorp.com,,List import
10646289,,Roy Straub,,,roy.straub@lpl.com,,List Import
10795179,Inactive Investor,Stella Eddleman,Chief Compliance Officer;Partner,Eddleman & Eddleman Inc Jackson TN 121 Stonebridge Blvd,lee@eddleman.biz,,Salesforce
11117508,Inactive Investor,Christopher Korinek,Financial Advisor,Edward Jones Tucson AZ 7330 N Oracle Rd,chris.korinek@edwardjones.com,,Salesforce
10927453,Inactive Investor,Venita Turner,,"Farmers Financial Solutions, LLC Montgomery AL 4152 Carmichael Rd",vturner@farmersagent.com,,Salesforce
11092701,Inactive Investor,Mark Brent,,"Principal Securities, Inc. Normal IL 101 S Towanda Ave",brent.mark@principal.com,,Salesforce
10862464,Inactive Investor,Timothy Heller,Chief Executive Officer;Director;President,"Compass Rose Advisors, Inc.",,,Salesforce
10979395,Inactive Investor,Alec Pinnock,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10930476,Inactive Investor,Carrie Eritano,Financial Advisor,Money Concepts Capital Corp Mount Pleasant MI 518 S Mission St,ceritano@moneyconcepts.com,,Salesforce
10889869,Inactive Investor,Michael Baker,Director - Investments,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",michael.baker@nm.com,,Salesforce
222378,,Tommy Juvs,,[Unknown],tamarrjivens.04@gmail.com,,
10806540,Inactive Investor,Scott Stowe,,Morgan Stanley Sandy UT 200 W Civic Center Dr,scott.stowe@morganstanley.com,,Salesforce
9596520,,James Moles,,,jmoles@forumfin.com,,List import
9581577,,M. Sterba,,,j.sterba@prudentportfolios.com,,List import
10773533,Inactive Investor,Howard Farris,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",hreed_farris@ml.com,,Salesforce
10764966,Inactive Investor,Shawn Welch,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",shawn.welch@wellsfargoadvisors.com,,Salesforce
110710,,Alexander Fleiss,Chief Executive Officer,RebellionResearch.com,alex@rebellionresearch.com,9179220599,
11163824,Inactive Investor,Craig Schafer,,"Hornor, Townsend & Kent, LLC Allentown PA 1550 Pond Rd",,,Salesforce
9645305,,asdfdf asdfdf,,,asdfdf@adfdw.com,,List import
10836650,Inactive Investor,Andrew Zinn,,"Mutual Securities, Inc. Cambria CA 4090 Burton Dr",andrew.zinn@mutualsecurities.com,,Salesforce
10982885,Inactive Investor,Samantha Talecki,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",samantha.talecki@ml.com,,Salesforce
11135036,Inactive Investor,David Wray,Senior Investment Consultant,LPL Financial LLC Edmond OK Private Residence,david.wray@lpl.com,,Salesforce
11198318,Inactive Investor,Richard Barbosa,,"Allstate Financial Services, LLC Virginia Beach VA 4540 Princess Anne Rd",richardbarbosa@allstate.com,,Salesforce
10936590,Inactive Investor,James Crane,,NYLIFE Securities LLC El Segundo CA Private Residence,jcrane@ft.newyorklife.com,,Salesforce
4878776,,Yassy Yassy,,,carolelion@putrajayabaya.skom.id,,Web Form Fillout
46028,,William Nunn,Financial Advisor,Hancock Whitney Investment Services Inc.,william_nunn@hancockbank.com,813-998-2888,
11055821,Inactive Investor,Richard Greener,Financial Consultant,"Osaic Wealth, Inc. Lake Saint Louis MO Private Residence",rgreener@royalaa.com,,Salesforce
10916278,Inactive Investor,Colette Pooley,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
9544472,,Santosh Mellelue,,,santoshshines@gmail.com,,List import
10925273,Inactive Investor,Nathan Vandas,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",nathan.vandas@wellsfargoadvisors.com,,Salesforce
10919154,Inactive Investor,Andrew Ciccone,,"Kestra Investment Services, LLC",andrew.ciccone@kestrafinancial.com,,Salesforce
10974511,Inactive Investor,Kathi Brinkley,,"Allstate Financial Services, LLC Hot Springs National Park AR 306 W Saint Louis St",kathimackey@allstate.com,,Salesforce
11086824,Inactive Investor,Fernando Grijalva,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,fernando.grijalva@fmr.com,,Salesforce
370422,,Raju Rakha,,[Unknown],raju.rakha@gmail.com,,Salesforce
226083,, -,,[[Unknown]],ldlawson@comcast.net,,Initial Salesforce Import
9577351,,Christopher Hughes,,,christopher.hughes@fidelity.com,,List import
9622572,,The Duyet Nguyen,,,theduyetnguyen95@gmail.com,,List import
10647722,,Jordan Fuerst,,,jordan.fuerst@raymondjames.com,,List Import
11198381,Inactive Investor,Joseph Bruderman,,Bruderman Private Wealth Stoneham MA Private Residence,,,Salesforce
11191271,Inactive Investor,Colin Dugan,Chief Relationship Officer;Wealth Advisor,Principle Wealth,cdugan@principlewealthpartners.com,,Salesforce
9556721,,Beatrice Leo,,,beatrice.leo93@gmail.com,,List import
335836,,Chris Daniels,,Personal Capital Advisors Corporation,chris.daniels@personalcapital.com,800-669-3900,
10873932,Inactive Investor,Giancarlo Foti,,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",,,Salesforce
10931452,Inactive Investor,Mark Frieler,,"Centaurus Financial, Inc. New Braunfels TX 311 Boulder Oak Dr",,,Salesforce
345783,,Thomas Dale,Corporate Secretary,Ballew Advisors Inc,thomasd@sbcorp.com,601-368-3500,Manual List Upload
10843526,Inactive Investor,Riva Roloff,Chief Operating Officer;Member,"Tortoise Investment Management, LLC",riva@tortoiseinvestment.com,,Salesforce
10849964,Inactive Investor,Joel Daniel,Shareholder,"Windward Partners, L.L.C.",,,Salesforce
11163704,Inactive Investor,Kaitlyn Schultz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
224318,,Michael Mcminn,,[Unknown],mikemcminn57@gmail.com,,Direct
9593651,,April Schoenfeld,,,april@pineridgeadvisers.com,,List import
9555143,,Evan Feng,,,evan@coinfund.io,,
10806190,Inactive Investor,Amy Beery,Practice Associate,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",amy.beery@ampf.com,,Salesforce
10800221,Inactive Investor,Robert Cleary,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 1000 Germantown Pike",robert.j.cleary@ampf.com,,Salesforce
11057955,Inactive Investor,Ryan Wenzel,,State Farm VP Management Corp.,ryan.d.wenzel.wpc7@statefarm.com,,Salesforce
9556250,,Gregory Binney,,,greg.binney@suntrust.com,,List import
11221354,,Stephan Kretzschmar,,,stephan.kretzschmar@alliancebernstein.com,,List Import
10487735,,Linda Young,Financial Consultant,Summit Wealth Strategies,linda.young@swsllc.com,,List Import
11197556,Inactive Investor,Gail Graham,,"Stifel, Nicolaus & Company, Incorporated",grahamg@stifel.com,,Salesforce
11220518,,Freeman James,,,freeman.james@lpl.com,,Other
10873816,Inactive Investor,Bradley Bender,,State Farm VP Management Corp. Strongsville OH 18910 Westwood Dr,bradleybender@statefarm.com,,Salesforce
11079105,Inactive Investor,Hunter Eager,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Walton Beach FL 189 Eglin Pkwy NE",hunter.eager@ml.com,,Salesforce
11048476,Inactive Investor,William Stafford,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",william.stafford@usbank.com,,Salesforce
9616098,,Robert Daykin,,,robert.daykin@hotmail.com,,List import
11148065,Inactive Investor,Sean Smith,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,sean.smith@fidelity.com,,Salesforce
11167655,Inactive Investor,Jaime Gomez Hernandez,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",jaime.gomezhernandez@tfaconnect.com,,Salesforce
11112349,Inactive Investor,Pamela Duso,,"LaSalle St Securities, L.L.C. Pendleton OR 75 SE Byers Ave",pduso@lasallest.com,,Salesforce
9549659,,Peter Cowen,,,pete.cowen@voya.com,,List import
9646105,,Colin Fortuner,,,cfortuner@gmail.com,,List import
339603,,Margaret Stokes,Client Support Specialist,Access Investment Advisors Inc,mstokes@accessinvestmentadvisors.com,920-683-9901,Manual List Upload
10658644,,William Cartwright,,,w.cartwright.ii@lpl.com,,List Import
10948172,Inactive Investor,Arrkeenah Willis,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",arrkeenah.willis@equitable.com,,Salesforce
9558026,,Scott Laue,Advisor,Savant Capital Management,slaue@savantcapital.com,8152270300,List import
10982159,Inactive Investor,Sherwin Selman,,J.P. Morgan Securities LLC Baldwin Place NY 80 Rte 6,sherwin.a.selman@chase.com,,Salesforce
10916258,Inactive Investor,William Galvin,,"Osaic Wealth, Inc. Walled Lake MI 246 Liberty St",,,Salesforce
10859625,Inactive Investor,Robert Burch,Financial Advisor,LPL Financial LLC Indianapolis IN 250 W 96th St,robert.burch@lpl.com,,Salesforce
10913953,Inactive Investor,Brad Pickrell,Senior Vice President,First Kentucky Securities Corporation Lexington KY 1500 Leestown Rd,bpickrell@firstky.com,,Salesforce
9548517,,Michael Ruddock,,,monruddock@gmail.com,,List import
11146601,Inactive Investor,Barbara Collins,,State Farm VP Management Corp. Clinton MS 402 Monroe St,barbara.collins.nt07@statefarm.com,,Salesforce
10914742,Inactive Investor,Kindra Wilson,,Edward Jones Huntington Beach CA Private Residence,,,Salesforce
9607897,,John Phillips,,,jphillips@stifelbank.com,,List import
10841410,Inactive Investor,Alexander Dimartini,,Commonwealth Financial Network Melville NY 445 Broadhollow Rd,adimartini@commonwealth.com,,Salesforce
11110714,Inactive Investor,Kennervia Lovinsky,,J.P. Morgan Securities LLC Atlanta GA 2002 Howell Mill Rd NW,kennervia.lovinsky@jpmorgan.com,,Salesforce
11255420,Inactive Investor,Aaron Larson,Chief Compliance Officer,Bulman Wealth Group,,,Salesforce
10946372,Inactive Investor,Ronnie Labarbera,,"Avantax Investment Services, Inc.",,,Salesforce
334065,,Elliot Silverstein,"Director, Wealth Management","Kb Financial Partners, Llc",esilverstein@kbfcllc.com,609-514-4700,Manual List Upload
10617489,,Daniel Dawson,,,dan.dawson@raymondjames.com,,List Import
11103172,Inactive Investor,Robert Stark,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",rstark@ml.com,,Salesforce
11026247,Inactive Investor,Jennette Tario,Assistant Vice President;Wealth Advisor Associate;Wealth Management Associate,Morgan Stanley Madison CT 741 Boston Post Rd,jennette.tario@morganstanley.com,,Salesforce
11020724,Inactive Investor,Stephen Blasco,,PFS Investments Inc. Dillsburg PA 9 N Baltimore St,stephen.blasco@primerica.com,,Salesforce
10944187,Inactive Investor,Daniel Melnyk,,"Cambridge Investment Research, Inc. Holland MI 29 W 8th St",,,Salesforce
10912117,Inactive Investor,Ryan Le,,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",,,Salesforce
11178384,Inactive Investor,Leonard Clementi,,J.P. Morgan Securities LLC Brooklyn NY 136 Front St,leonard.clementi@chase.com,,Salesforce
11159894,Inactive Investor,Mark Goodwin,Chief Operating Officer;Manager,"Oak Ridge Investments, LLC",m.goodwin@oakridgeinvest.com,,Salesforce
9588324,,Josh Blank,,,jblank@atlutd.com,,List import
10776689,Inactive Investor,Peter Zubizarreta,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,peter.zubizarreta@ubs.com,,Salesforce
9575218,,Justin Martys,,,justin.martys@fidelity.com,,List import
10946123,Inactive Investor,Zachariah Spicer,Financial Advisor;Investment Advisor,AMFG Wealth Management LLC Ashland OH 925 Ridge Rd,zspicer@amfinancialgroup.com,,Salesforce
11142646,Inactive Investor,Lukasz Maciorowski,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",lukasz.maciorowski@equitable.com,,Salesforce
11288845,,Meisam Vajdi,,,meisam.vajdi@gmail.com,,Web Form Fillout
11117672,Inactive Investor,Lawrence Rosen,,"Ameriprise Financial Services, LLC Suffern NY 400 Rella Blvd",lawrence.j.rosen@ampf.com,,Salesforce
10822727,Inactive Investor,Charles Hutchings,Financial Advisor,Edward Jones Salem OR 454 Lancaster Dr NE,chip.hutchings@edwardjones.com,,Salesforce
10819858,Inactive Investor,Michael Selverian,,Evercore Group L.L.C.,michael.selverian@evercore.com,,Salesforce
9613463,,Fanglin Yao,,,yaofanglin0316@gmail.com,,List import
11142324,Inactive Investor,Charles Marchese,,Cetera Financial Specialists LLC Ronkonkoma NY 445 Hawkins Ave,charles.marchese@ceterafs.com,,Salesforce
11081847,Inactive Investor,Juan Schmelzle,,"CUNA Brokerage Services, Inc. Waterloo IA Private Residence",juan.schmelzle@cunamutual.com,,Salesforce
10897602,Inactive Investor,John Osseward,Chief Compliance Officer;Chief Operating Officer;Partner,Avier Wealth Advisors,jp@avieradvisors.com,,Salesforce
10890434,Inactive Investor,Julie Gansen,,LPL Financial LLC Dubuque IA 3999 Pennsylvania Ave,julie.gansen@lpl.com,,Salesforce
11180479,Inactive Investor,Michael Schroeder,,Robert W. Baird & Co. Incorporated,,,Salesforce
9557478,,Jose Mendez,,,jose.mendez@suntrust.com,,List import
10781558,Inactive Investor,Kenneth Thompson,,"Raymond James Financial Services, Inc. Grand Blanc MI 8285 S Saginaw St",kenneth.thompson@raymondjames.com,,Salesforce
10846141,Inactive Investor,Terry Surrency,Financial Advisor;Senior Vice President,Morgan Stanley Jacksonville FL 50 N Laura St,terry.surrency@morganstanley.com,,Salesforce
10997216,Inactive Investor,Andrew Baird,Financial Advisor,GWN Securities Inc. Bardstown KY 809 Morton Ave,abaird@gwnsecurities.com,,Salesforce
10864388,Inactive Investor,Brian Seitz,Financial Consultant,LPL Financial LLC Frisco TX Private Residence,brian.seitz@lpl.com,,Salesforce
10928167,Inactive Investor,Latondria Polk,Financial Advisor,Edward Jones Memphis TN 1715 Aaron Brenner Dr,latondria.polk@edwardjones.com,,Salesforce
185633,,Enrique Saldana,,[Unknown],jusaldana@yahoo.com,,source
11001741,Inactive Investor,Jerrica Robinson,,"Synovus Securities, Inc. Douglasville GA 6500 Church St",jerricarobinson@synovus.com,,Salesforce
10835582,Inactive Investor,Stacey Fargo,Wealth Advisor,LPL Financial LLC Crown Point IN 55 W 94th Pl,stacey.fargo@lpl.com,,Salesforce
9647100,,Brian Deagon,,,brian.deagon@investors.com,,List import
9567705,,Paul Rye,,,paul.rye@thrivent.com,,List import
11234366,Inactive Investor,Joshua Malloy-Johnson,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10919035,Inactive Investor,Kristin Dearborn,Financial Advisor,Edward Jones South Burlington VT 41 Idx Dr,kristin.dearborn@edwardjones.com,,Salesforce
10510830,,Rob Marrocco,"VP, Global Head of ETP Listings",Cboe Global Markets,rmarrocco@cboe.com,,List Import
11001333,Inactive Investor,Steven Samuel,Financial Professional,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",stevensamuel@financialguide.com,,Salesforce
10494462,,William Taylor,"Chief Compliance Officer, Managing Member, Owner","Hartmann Taylor Wealth Management, LLC",william@hartmanntaylor.com,,List Import
9614040,,Caesar Lam,,,caesarlam@hotmail.com.hk,,List import
11027706,Inactive Investor,Allison Mitchell,,Lincoln Investment Hazelwood MO 6250 Howdershell Rd,almitchell@lincolninvestment.com,,Salesforce
9547457,,Bradley Gordon,,,bgordo04@gmail.com,,List import
10885299,Inactive Investor,Jason Cooke,,Edelman Financial Engines Danville CA 370 Diablo Rd,jason.cooke@edelmanfinancialengines.com,,Salesforce
11150624,Inactive Investor,Nick Brzezinski,Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10925014,Inactive Investor,Gary Low,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",gary.low@nm.com,,Salesforce
11059476,Inactive Investor,Andrew Weyant,Financial Coach,PFS Investments Inc. Middletown NY 19 Dewitt St,andrew.weyant@primerica.com,,Salesforce
10764279,Inactive Investor,Joseph O'Keefe,Financial Advisor,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",joseph.a.okeefe@ampf.com,,Salesforce
10950886,Inactive Investor,Autumn Bishop,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11052121,Inactive Investor,William Tsoulos,Financial Professional,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",btsoulos@financialguide.com,,Salesforce
9582649,,Maria Evangelista,,,mbe@hkwinc.com,,List import
10831479,Inactive Investor,Lawrence Badler,Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,lawrence.badler@ubs.com,,Salesforce
11131370,Inactive Investor,Donna Chace,,PFS Investments Inc. Westport MA 655 State Rd,donna.chace@primerica.com,,Salesforce
11210108,Inactive Investor,Paul Karcher,,"Northwestern Mutual Investment Services, LLC",paulkarcher@northwesternmutual.com,,Salesforce
10979936,Inactive Investor,Darcy Newton,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",darcy.newton@equitable.com,,Salesforce
11048744,Inactive Investor,Matthew McConnell,Senior Financial Advisor,Chicago Partners Investment Group LLC Honolulu HI 201 Merchant St,matthew@chicagopartnersllc.com,,Salesforce
10866187,Inactive Investor,Joseph Panaccio,,Vanguard Marketing Corporation,joseph_panaccio@vanguard.com,,Salesforce
10765284,Inactive Investor,Gary Cummings,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",gary.cummings@wellsfargo.com,,Salesforce
11039685,Inactive Investor,Linly Ramlal,Financial Professional,"Transamerica Financial Advisors, Inc Laurel MD 14203 Park Center Dr",linly.ramlal@tfaconnect.com,,Salesforce
11108629,Inactive Investor,David Woloff,,Fidelity Brokerage Services LLC,david.woloff@fmr.com,,Salesforce
11017668,Inactive Investor,Matthew Sand,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10980401,Inactive Investor,Brendan Hughes,Investment Advisor,"Lafayette Investments, Inc.",,,Salesforce
85161,,sunny park,,South Korea,matsuhide@naver.com,,
349608,,David Shen,Chief Executive Officer,Olympus Capital Holdings Asia LLC,dshen@olympuscap.com,212-201-8533,Manual List Upload
10611478,,Joann Nemis,"Financial Advisor, Vice President",,jnemis@janney.com,,List Import
11092469,Inactive Investor,Stella Dickey,,"MML Investors Services, LLC",,,Salesforce
11010340,Inactive Investor,Timothy Ford,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",,,Salesforce
11019696,Inactive Investor,Matthew Whalen,,LPL Financial LLC San Diego CA 4707 Executive Dr,matthew.whalen@lpl.com,,Salesforce
10905962,Inactive Investor,Benjamin Ow,,Morgan Stanley The Villages FL 832 Lake Sumter Lndg,,,Salesforce
9621829,,Patrick Fisher,,,pfisher@bilkeykatz.com,,List import
10774089,Inactive Investor,Andriel Matthews,Financial Representative,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,andriel.matthews@primerica.com,,Salesforce
3008443,,Saqib Hussain,,,hsaqib469@gmail.com,,
236655,, -,,[[Unknown]],deva.btc9@gmail.com,,
238760,,CARLLAMMERS@GMAIL.COM Lammers,,[Unknown],carllammers@gmail.com,,Paid Search
234581,, -,,[[Unknown]],barkersdoors@gmail.com,,
10798188,Inactive Investor,Altaf Merchant,Senior Vice President - Wealth Management,UBS Financial Services Inc. Owensboro KY Private Residence,altaf.merchant@ubs.com,,Salesforce
10753793,Inactive Investor,Emily Lee,Financial Advisor,Morgan Stanley Colchester VT 105 W View Rd,emily.lee@morganstanley.com,,Salesforce
10771410,Inactive Investor,John Theo,,J.P. Morgan Securities LLC New York NY 230 Park Ave S,john.theo@jpmorgan.com,,Salesforce
8481048,,Christopher Donohoe,,Piper Sandler,chris.donohoe@psc.com,,List Import
10928455,Inactive Investor,Jeffrey Johnson,,Innovation Partners LLC,,,Salesforce
10795723,Inactive Investor,Ronald Burkett,Member;President,"Burkett Financial Services, LLC",rburkett@burkettcpas.com,,Salesforce
11104832,Inactive Investor,John Boll,,"Equitable Advisors, LLC San Francisco CA 1250 Jones St",john.boll@equitable.com,,Salesforce
10797742,Inactive Investor,Tom Hansen,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10645777,,Michael McIntyre,,,michael.mcintyre@ca-cib.com,,List Import
10943919,Inactive Investor,Richard Jackson,,"Private Client Services, LLC Frankfort KY 305 Ann St",rjackson@kfg.com,,Salesforce
203457,,Nguyen James,,[Unknown],nghibn84@gmail.com,,Direct
10976126,Inactive Investor,David Tate,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
10616095,,Matthew Grezlik,,,matthew.j.grezlik@ampf.com,,List Import
11138703,Inactive Investor,Remington Remmel,,Goldman Sachs & Co.,,,Salesforce
10944400,Inactive Investor,Joseph Galaty,,Fidelity Brokerage Services LLC,,,Salesforce
10851544,Inactive Investor,Mark Astrinos,Chief Compliance Officer;Founder;Principal,Libra Wealth LLC,mark@librawealth.com,,Salesforce
11143138,Inactive Investor,Erica Serrano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",erica.serrano@ml.com,,Salesforce
9566980,,Tomasz Sienicki,,,tsieni88@gmail.com,,List import
11063535,Inactive Investor,Walter Beddeo,,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,,,Salesforce
10801577,Inactive Investor,Bradley Fath,,"Cambridge Investment Research, Inc. Big Rapids MI 15505 Waldron Way",,,Salesforce
11096170,Inactive Investor,Mark Tranckino,,Money Concepts Capital Corp Leawood KS 9400 Mission Rd,mtranckino@moneyconcepts.com,,Salesforce
10926119,Inactive Investor,Austin Roberts,Financial Advisor,Edward Jones Rome GA 222 Broad St,austin.roberts@edwardjones.com,,Salesforce
222543,,Jerry Caldwell,,[Unknown],whgcaldwell@yahoo.com,,Direct
334896,,Michael Lisak,Initial Partner,"Quantbot Technologies, Lp",michael.lisak@quantbot.com,212-922-9624,Manual List Upload
11069910,Inactive Investor,Christopher Mattern,President;Regulatory Contact;Shareholder,MFA Wealth Services,chris@mfaws.com,,Salesforce
10966465,Inactive Investor,Yaakov Zerbib,,William Blair,yzerbib@williamblair.com,,Salesforce
10661926,,Sergio Zepeda,,,szepeda@coldborecapital.com,,List Import
10977042,Inactive Investor,Brenda Barrera,,J.P. Morgan Securities LLC Elmwood Park IL 7180 W Grand Ave,brenda.a.barrera@chase.com,,Salesforce
10964816,Inactive Investor,Gerald Jones,Chief Compliance Officer;Investment Advisor Representative;President,"Fed Advisors, Inc",,,Salesforce
10981417,Inactive Investor,Bradley Yoder,,"Farmers Financial Solutions, LLC North Canton OH 6455 Frank Ave NW",byoder@farmersagent.com,,Salesforce
10803381,Inactive Investor,James Forcucci,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wheaton IL 1761 S Naperville Rd",,,Salesforce
9597229,,Sanjay Jain,,,sj362362@gmail.com,,List import
10973166,Inactive Investor,Nicholas Litton,Financial Planner;Vice President,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",nicholas.litton@equitable.com,,Salesforce
10964362,Inactive Investor,Kevin Dirst,,"Allstate Financial Services, LLC Arvada CO 5067 W 64th Ave",kevindirst@allstate.com,,Salesforce
11149467,Inactive Investor,Jamie Blakley,,"Cambridge Investment Research, Inc. Mustang OK 1102 E State Hwy 152",,,Salesforce
11079859,Inactive Investor,Courtney Look,,Neuberger Berman BD LLC,courtney.look@nb.com,,Salesforce
11112181,Inactive Investor,Jeff Werner,Wealth Relationship Manager,Citigroup Global Markets Inc. Brooklyn NY 424 5th Ave,,,Salesforce
11035793,Inactive Investor,Corby Oleson,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Mequon WI 11501 N Port Washington Rd,corby.oleson@morganstanley.com,,Salesforce
10880646,Inactive Investor,Vedanta Goenka,,Citigroup Global Markets Inc.,,,Salesforce
9630854,,Marblé ivain,,,megalf@gmail.com,,List import
9628067,,Peter Freeman,,,peterjfreeman@gmail.com,,List import
10767970,Inactive Investor,Irene Garand,,"Ameriprise Financial Services, LLC Sturbridge MA 113 Main St",,,Salesforce
9599197,,Eric Jarvis,,,eric@conwayjarvis.com,,List import
9597439,,Mateusz Sudol,,,msudol@carsoninstitutional.com,,List import
9560701,,Justin Bowmaker,,,jbowmaker@financialguide.com,,List import
10817317,Inactive Investor,William Houston,Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",bill.houston@ampf.com,,Salesforce
9566615,,Paul Goncharoff,,,pgoncharoff@gmail.com,,List import
10923791,Inactive Investor,Andrew Smith,,Fidelity Brokerage Services LLC,,,Salesforce
10818405,Inactive Investor,Lonnie Young,,"Avantax Investment Services, Inc. Lake Mary FL 3599 W Lake Mary Blvd",,,Salesforce
346085,,Richard Everett,Chief Investment Officer,"Key Financial, Inc.",reverett@keyfinancialinc.com,610-429-9050,
65197,,Richard Edwards,,"Transamerica Financial Advisors, Inc",richard.edwards@transamerica.com,518-588-9681,
9585183,,Nathaniel Jarvis,,,nathaniel@jarvisfinancial.com,,List import
11233967,Inactive Investor,Samantha Trankler,,"Stifel Independent Advisors, LLC O Fallon IL 800 S Lincoln Ave",tranklers@stifelindependence.com,,Salesforce
10920343,Inactive Investor,Christina Cavazos,,J.P. Morgan Securities LLC Munster IN 1600 45th Ave,nikki.x.cavazos@chase.com,,Salesforce
234622,, -,,[[Unknown]],mnbuckeye@gmail.com,,Organic Search
10812056,Inactive Investor,Kelly Sanner,,NYLIFE Securities LLC Hattiesburg MS 440 Legacy Blvd,kjsanner@ft.newyorklife.com,,Salesforce
10834128,Inactive Investor,Shazia Tabeer,Wealth Management Banker,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",shazia.tabeer@wellsfargoadvisors.com,,Salesforce
10916569,Inactive Investor,Davis Lawrence,,Santander Securities LLC Palmyra NJ E Broad Street And Garfield Ave,davis.lawrence@santander.us,,Salesforce
11185734,Inactive Investor,Jason Guthrie,,Country Capital Management Company Sutherlin OR 120 W Central Ave,jason.guthrie@countryfinancial.com,,Salesforce
11232147,Inactive Investor,Scott Swillinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",scott.swillinger@wellsfargoadvisors.com,,Salesforce
11174346,Inactive Investor,Kimberly South,,The O.N. Equity Sales Company Fishers IN 9865 E 116th St,kimberly_south@ohionational.com,,Salesforce
10938793,Inactive Investor,John Kilroy,,"American Portfolios Financial Services, Inc. Reading PA 1436 Penn Ave",jkilroy@americanportfolios.com,,Salesforce
9616878,,Ryan Short,,,ryanrshort@gmail.com,,List import
229089,, -,,[[Unknown]],bill827773@gmail.com,,Other
11135476,Inactive Investor,Sean Bokhoven,,"Raymond James Financial Services, Inc. Winston Salem NC 3330 Healy Dr",sean.bokhoven@raymondjames.com,,Salesforce
11110409,Inactive Investor,Anthony Evgenikos,Chief Compliance Officer;Managing Member,"AJE Wealth Management, LLC Saint Johns FL Private Residence",,,Salesforce
11192842,Inactive Investor,Peter Colianni,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",pcolianni@financialguide.com,,Salesforce
10993359,Inactive Investor,Michael Dowdell,Assistant Vice President;Senior Financial Advisor,The Huntington Investment Company Waterford MI 4352 Highland Rd,,,Salesforce
10930738,Inactive Investor,Andrew Finnigan,Investment Advisor,Fortitude Advisory Group L.L.C.,,,Salesforce
11223305,,Jeffrey Yu,,,jeffyu@columncapital.com,,List Import
11052895,Inactive Investor,Andrea Schexnayder,,Cetera Financial Specialists LLC La Place LA 330 Belle Terre Blvd,,,Salesforce
208431,,TSUBASA YAMAGAMI,,[Unknown],tyybst@gmail.com,,Paid Social
10807985,Inactive Investor,David Weinstein,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Baton Rouge LA 400 Convention St,david.weinstein1@morganstanley.com,,Salesforce
10811427,Inactive Investor,Jeffry Bratzler,President,"BCN Financial, Inc.",jeff@bcnfin.com,,Salesforce
11094677,Inactive Investor,Carlos Cortes,,PFS Investments Inc. Miami FL 7955 NW 12th St,ccortes@primerica.com,,Salesforce
10787786,Inactive Investor,Eric Kittner,Chairman;Chief Executive Officer;Managing Partner,"Moneta Group Investment Advisors, LLC",ekittner@monetagroup.com,,Salesforce
10854241,Inactive Investor,Christine Torregrossa,,J.P. Morgan Securities LLC Great Neck NY 410 Northern Blvd,christine.torregrossa@jpmorgan.com,,Salesforce
11023591,Inactive Investor,Erick Cabrera,,J.P. Morgan Securities LLC Congers NY 56 Lake Rd,erick.cabrera@jpmorgan.com,,Salesforce
89104,,Heather Hoang,,United States,hoangheather@yahoo.com,,
11218715,,Maria Rodriguez,,,mariajose.rodriguez@ubs.com,,Other
11167411,Inactive Investor,Benjamin Ross,,Thrivent Investment Management Inc. North Scituate RI 26 Hartford Pike,benjamin.ross@thrivent.com,,Salesforce
10956445,Inactive Investor,Charles Hanes,Investment Advisor;Shareholder,"Leavell Investment Management, Inc.",rhanes@leavellinvestments.com,,Salesforce
11211339,Inactive Investor,Nichole Saray,,"Wells Fargo Clearing Services, LLC Austin TX 1201 Barbara Jordan Blvd",,,Salesforce
10909805,Inactive Investor,Peter Grifo,Financial Advisor,"Pruco Securities, LLC. Syracuse NY 5789 Widewaters Pkwy",peter.grifo@prudential.com,,Salesforce
10784661,Inactive Investor,David Vanwingerden,Financial Advisor;Senior Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,david.vanwingerden@morganstanley.com,,Salesforce
10781082,Inactive Investor,Ben J Heiselmoyer,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,ben.heiselmoyer@fidelity.com,,Salesforce
10843162,Inactive Investor,Winston Tsang,,LPL Financial LLC Saddle Brook NJ 250 Pehle Ave,winston.tsang@lpl.com,,Salesforce
10849401,Inactive Investor,James Baroutas,,B. Riley Wealth Management New York NY 299 Park Ave,jamesbaroutas@brileywealth.com,,Salesforce
9616850,,Taurean Hall,,,frozone0731@yahoo.com,,List import
10978733,Inactive Investor,Thomas Collar,Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,thomas.collar@corient.com,,Salesforce
10926692,Inactive Investor,Ryan Hill,Managing Partner;Owner,Brock Hill Wealth Management,,,Salesforce
11016427,Inactive Investor,John Hess,,"First Command Brokerage Services, Inc. Orange Park FL 590 Wells Rd",jmhess@firstcommand.com,,Salesforce
11209063,Inactive Investor,Michael Smith,Financial Advisor,HighPoint Planning Partners Bolingbrook IL 440 W Boughton Rd,,,Salesforce
10946793,Inactive Investor,Kenny Kelarek,,"Raymond James Financial Services, Inc. Killeen TX 2100 Trimmier Rd",kenny.kelarek@raymondjames.com,,Salesforce
246209,,Not Provided,Research Associate,Hall Capital Partners,dmcmullen@hallcapital.com,,Manual List Upload
147215,,Olivia Leija,,[Unknown],southtxpt@gmail.com,,
11068700,Inactive Investor,Millard Roberts,Chief Compliance Officer;Partner;Principal,"Harvest Investment Advisors, LLC",,,Salesforce
11230743,Inactive Investor,John Farmer,,LPL Financial LLC Prescott AZ Private Residence,,,Salesforce
1003290,Inactive Investor,Preetam Dutta,,Columbia University,preetamkdutta@gmail.com,,3rd Party Lead Gen
11033594,Inactive Investor,Flona Francis,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,ffrancis@primerica.com,,Salesforce
10796749,Inactive Investor,Donald Eliason,,"Raymond James & Associates, Inc.",donald.eliason@raymondjames.com,,Salesforce
10934951,Inactive Investor,Pedro De Camargo Junior,Private Banker,Itau International Securities Inc.,,,Salesforce
11047762,Inactive Investor,Dakota Sunseri,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",dakota.sunseri@wellsfargoadvisors.com,,Salesforce
10858803,Inactive Investor,Kevin Dunn,Investment Advisor Representative,LPL Financial LLC Helena MT 1018 W Custer Ave,kevin.dunn@lpl.com,,Salesforce
11133627,Inactive Investor,Martin McClure,,"Truist Investment Services, Inc. Columbia SC 1201 Main St",mmcclure@truist.com,,Salesforce
9606580,,Chris King,,,chking1030@gmail.com,,List import
11229108,Inactive Investor,Lauren Saunders,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10851087,Inactive Investor,Ronda Callaham,,"RBC Capital Markets, LLC Bainbridge Island WA 175 Parfitt Way SW",ronda.callaham@rbc.com,,Salesforce
10781389,Inactive Investor,Keyan Cooper,,Morgan Stanley New Orleans LA 1100 Poydras St,keyan.cooper@morganstanley.com,,Salesforce
11108074,Inactive Investor,Evelyn Miranda-Mirabal,,"Equitable Advisors, LLC San Juan PR 270 Ave Munoz Rivera",,,Salesforce
9591891,,Calvin Poh,,,calvinbase8@gmail.com,,List import
10974452,Inactive Investor,Ryan Miyashita,,State Farm VP Management Corp. Honolulu HI 1580 Makaloa St,,,Salesforce
11158204,Inactive Investor,Nathaniel Crosby,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,ncrosby@primerica.com,,Salesforce
9613181,,Edward Ross,,,eross@fidusinv.com,,List import
11164757,Inactive Investor,Craig Forbes,Financial Professional,"Pruco Securities, LLC. White Plains NY 360 Hamilton Ave",craig2.forbes@prudential.com,,Salesforce
9627264,,Sam Dubinsky,,,sam.dubinsky@sdfxventures.com,,List import
9578498,,Amy Hazel,,,amy.hazel@huntington.com,,List import
10915299,Inactive Investor,Trudy Smith,,PFS Investments Inc. Greensboro NC 3924 S Holden Rd,trudy.smith@primerica.com,,Salesforce
11022828,Inactive Investor,Brittney Tebay,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,,,Salesforce
10776935,Inactive Investor,Lauren Johnson,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,lauren.johnson@fmr.com,,Salesforce
10976298,Inactive Investor,Andrew Smith,,"Allstate Financial Services, LLC Manchester CT 555 Main St",,,Salesforce
10488118,,Preston Massey,Managing Member,"Congruent Investment Partners, LLC",pmassey@congruentinv.com,,List Import
9631494,,Jenni Thompson,,,jenni@jennithompson.co.uk,,List import
10781497,Inactive Investor,Katrina Leonard,Senior Client Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",katrina.leonard@wfadvisors.com,,Salesforce
11165821,Inactive Investor,Scott Bowles,,"Allstate Financial Services, LLC Longview TX 2010 Gilmer Rd",scottbowles@allstate.com,,Salesforce
11158991,Inactive Investor,Tyler Lettieri,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Haven CT 35 Washington Ave",tyler.lettieri@ml.com,,Salesforce
371974,,Marcos Moura,,United States,marcosp.m@icloud.com,,Salesforce
11194453,Inactive Investor,Ronnie Sullivan,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10995152,Inactive Investor,Olivia Hoden,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
9620161,,Paul Toombs,,,polliwoggs@verizon.net,,List import
11032959,Inactive Investor,Carter Delong,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",carter.delong@equitable.com,,Salesforce
11238918,Inactive Investor,Erik Stowers,,"Highpoint Advisor Group, LLC",erik.stowers@hiptpartners.com,,Salesforce
10761217,Inactive Investor,Lewis Grubb,,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,scooter.grubb@morganstanley.com,,Salesforce
11172499,Inactive Investor,Jeffrey Nygaard,,PFS Investments Inc. Circle Pines MN 7525 Village Dr,jeffrey.nygaard@primerica.com,,Salesforce
11089793,Inactive Investor,Reid Kellam,Chief Compliance Officer;Managing Member;President,Kellam Insurance and Financial Services LLC,,,Salesforce
11057974,Inactive Investor,Michael Duprez,Financial Advisor,"Osaic Wealth, Inc. Myrtle Beach SC 2411 N Oak St",,,Salesforce
9553970,,Aaron Epstein,,,aaron.epstein@basepointwealth.com,,List import
10866589,Inactive Investor,Jimmy Cusimano,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",jimmy.cusimano@nm.com,,Salesforce
10848687,Inactive Investor,Michael Elias,Financial Advisor,"Centaurus Financial, Inc. Brentwood CA 1120 2nd St",,,Salesforce
10789842,Inactive Investor,Richard Beckley,,Park Avenue Securities LLC Phoenix AZ 5080 N 40th St,,,Salesforce
11235459,Inactive Investor,Ann Christian,Investment Advisor Representative,"Sentinel Asset Management, LLC",ann@sam-ria.com,,Salesforce
10859956,Inactive Investor,Richard Mills,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
10908028,Inactive Investor,David Bernarde,,"KCD Financial, Inc. De Pere WI Private Residence",,,Salesforce
10932910,Inactive Investor,Ryan Rickus,Financial Advisor,LPL Financial LLC Newtown PA 120 S State St,ryan.rickus@lpl.com,,Salesforce
9619089,,John Kiple,,,jkiple@wolvefunds.com,,List import
79857,,Adam Curran,President,"Curran Financial Partners, Llc",adam@mlinvestmentgroup.com,843-300-1182,Manual List Upload
11080411,Inactive Investor,Mark Cramer,,State Farm VP Management Corp. Malvern AR 1595 Gardiner St,,,Salesforce
9589108,,Kshitij Kuhikar,,,kshitij@batbird.in,,List import
11193612,Inactive Investor,Brian Barnes,,PFS Investments Inc. York PA 4185 W Market St,brian.barnes@primerica.com,,Salesforce
9590639,,James Curtis,,,jc@jamescurtisenterprises.com,,List import
373269,,wendy goldstein,,[Unknown],wmim63@hotmail.com,,source
11153452,Inactive Investor,Susanne Venberg,,"Cambridge Investment Research, Inc. Chandler AZ 179 W Harrison St",,,Salesforce
11092485,Inactive Investor,Eric Long,Financial Advisor,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",eric.long@wellsfargoadvisors.com,,Salesforce
9541322,,Nixon Mark,,,nixonmark55@gmail.com,,List import
10850122,Inactive Investor,James Heard,Partner;Private Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,james.heard@creativeplanning.com,,Salesforce
9560755,,Howard Clark,,,howard@cpachf.com,,List import
9615799,,Michael Holland,,,mholland57@bloomberg.net,,List import
11107013,Inactive Investor,Hubert Francois-Poncet,Chairman;Managing Partner,Vauban Wealth Management San Juan 270 Ave Munoz Rivera,,,Salesforce
11036948,Inactive Investor,William Fornaro,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,wfornaro@primerica.com,,Salesforce
9621961,,SHAHALAM MEWATI,,,shahalammewati34@gmail.com,,List import
10941649,Inactive Investor,Clint Edsall,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10763757,Inactive Investor,Michael Bennett,Vice President - Investments,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",michael.bennett@raymondjames.com,,Salesforce
11005273,Inactive Investor,Shavonne Sanders,,PFS Investments Inc. Denver CO 4700 Oakland St,shavonnem.burks@primerica.com,,Salesforce
9581768,,Gregory Bond,,,gregory.bond@numeric.com,,List import
11019383,Inactive Investor,Ryan Lund,Founder,Lund Capital Management LLC,,,Salesforce
6961252,,Torjoy Rahman,,,tanhimisla178@gamil.com,,Web Form Fillout
9625948,,Leon Yu,,,qetuo_123@126.com,,List import
10847449,Inactive Investor,Patrick Hancock,Financial Advisor,"Raymond James Financial Services, Inc. Louisville KY 4070 Westport Rd",luke.hancock@raymondjames.com,,Salesforce
10859796,Inactive Investor,Cameron Bernadsky,Investment Advisor Representative,Founders Financial Securities LLC Dayton OH 1800 Lyons Rd,,,Salesforce
10772055,Inactive Investor,Jeffrey Gelman,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",jeffrey.gelman@ml.com,,Salesforce
10765821,Inactive Investor,Nicole Tayman,Financial Advisor,"Ameriprise Financial Services, LLC Winchester VA 100 Creekside Ln",nicole.c.tayman@ampf.com,,Salesforce
11014117,Inactive Investor,Anthony Arman,,"U.S. Bancorp Investments, Inc. Saint Paul MN 1001 Hwy 96 W",,,Salesforce
9614678,,Ben Fleck,,,amaya.hegma@yahoo.com,,List import
11150222,Inactive Investor,Raj Pal,,"Wells Fargo Clearing Services, LLC Millbrae CA 490 Broadway",raj.pal@wellsfargo.com,,Salesforce
10791349,Inactive Investor,Edward Finocchiaro,Financial Advisor,"Wells Fargo Clearing Services, LLC Melville NY 68 S Service Rd",edward.finocchiaro@wellsfargoadvisors.com,,Salesforce
11071488,Inactive Investor,Mark Williams,Associate Vice President;Financial Advisor,Morgan Stanley Florence AL 201 S Court St,mark.williams@morganstanley.com,,Salesforce
9576091,,Ayman Barakat,,,ayman.barakat@eblf.com,,List import
10956900,Inactive Investor,Freida Ahonkhai,,Goldman Sachs & Co.,,,Salesforce
11127144,Inactive Investor,Tiffany Depenning,,"Cambridge Investment Research, Inc.",,,Salesforce
9646886,,Puneet Singhvi,,,puneet.singhvi11@gmail.com,,List import
8480751,,Ryan Beckwith,,Bluestone Financial Advisors,rbeckwith@bfa-llc.com,,List Import
11094279,Inactive Investor,Sam Stritchko,Financial Services Representative,"MML Investors Services, LLC Houston TX 3 Greenway Plz",sstritchko@financialguide.com,,Salesforce
10780796,Inactive Investor,Michael Freeman,Financial Advisor;Vice President,"Citizens Securities, Inc. Norwood MA 134 Nahatan St",michael.w.freeman@ccoinvest.com,,Salesforce
10793159,Inactive Investor,David Kalata,Senior Vice President,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
10656863,,Patricia Penrod,,,patricia.penrod@morganstanley.com,,List Import
11104622,Inactive Investor,Ryan Cameron,,Key Investment Services LLC Toledo OH 4106 Talmadge Rd,ryan.cameron@key.com,,Salesforce
10932871,Inactive Investor,Kelly Keltner,,"Level Four Financial, LLC Bowling Green KY 922 State St",kkeltner@levelfourfinancial.com,,Salesforce
11063574,Inactive Investor,Charles Keeler,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11024721,Inactive Investor,Kathleen Martin,Associate;Compliance Officer,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
9583628,,Ricky Canipe,,,rick@miracenter.com,,List import
11185360,Inactive Investor,Tyler Lang,Wealth Management Advisor,Buffington Mohr McNeal,tlang@bmmria.com,,Salesforce
10809134,Inactive Investor,Alejandra Rodriguez,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10899115,Inactive Investor,William Pahl,Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,william.pahl@ubs.com,,Salesforce
11123603,Inactive Investor,Adeyosola Adesida,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,adeyosola.adesida@jpmorgan.com,,Salesforce
11101571,Inactive Investor,Scott Conyers,Chief Compliance Officer;President,"Scott Conyers Capital Management, Inc.",,,Salesforce
11069671,Inactive Investor,Jerome Brandt,,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",jbrandt@financialguide.com,,Salesforce
10614952,,Mario Baro,Financial Advisor,,mario.baro@morganstanley.com,,List Import
10844590,Inactive Investor,Robert Areano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",robert.areano@ml.com,,Salesforce
10801689,Inactive Investor,Brendon Anderson,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,brendon.anderson@fmr.com,,Salesforce
11234137,Inactive Investor,Tomasz Kosek,,"Osaic Institutions, Inc. Jewett City CT 111 Main St",tomkosek@infinexgroup.com,,Salesforce
335774,,Erin Blankenship,Associate Financial Advisor,Hamilton Capital,elb@hamiltoncapital.com,614-273-1000,Manual List Upload
11204588,Inactive Investor,Megan Yovo,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",megan.pattison@nm.com,,Salesforce
9580519,,Tom Jung,,,tomjung@gmail.com,,List import
10903181,Inactive Investor,Karl Baumann,,Integrated Wealth Concepts LLC,,,Salesforce
349623,,Ferdinand Groos,Managing Partner; Designated Member,Cryder Capital,fgroos@crydercapital.com, -9079413,Manual List Upload
109235,,Robert Simone,,Individual investor,rob.m.simone@gmail.com,2013556813,Organic Search
10836962,Inactive Investor,Steven Smith,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",s_f_smith@ml.com,,Salesforce
10966630,Inactive Investor,Mohammed Siddiqui,Wealth Advisor,"Trilogy Capital, Inc. Woburn MA 400 Tradecenter",mohammed.siddiqui@trilogyfs.com,,Salesforce
9609900,,Dean Du,,,ddu@doxa.partners,,List import
10965474,Inactive Investor,Dianna Pasche,,"Wells Fargo Clearing Services, LLC Northfield MN 700 Water St S",,,Salesforce
11059632,Inactive Investor,Daniel McCauley,Financial Consultant,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",daniel.mccauley@equitable.com,,Salesforce
11013662,Inactive Investor,Matthew Hamby,Operations Specialist,"Osaic Wealth, Inc. Jeffersonville IN 605 N Shore Dr",,,Salesforce
11138156,Inactive Investor,Leland Nissley,Financial Advisor,Edward Jones Tulsa OK 8116 S Harvard Ave,leland.nissley@edwardjones.com,,Salesforce
10898584,Inactive Investor,Cynthia Palmer,,PFS Investments Inc. Dover DE 1012 College Rd,cynthia.palmer@primerica.com,,Salesforce
11083450,Inactive Investor,Peter Elezovic,,NYLIFE Securities LLC New York NY 285 Fulton St,pelezovic@ft.newyorklife.com,,Salesforce
9610691,,Adrian Nuno,,,adriannuno25@gmail.com,,List import
10781318,Inactive Investor,Miles Irish,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",miles_irish@ml.com,,Salesforce
11056073,Inactive Investor,Deborah Kenny,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",debbie.kenny@nm.com,,Salesforce
10755463,Inactive Investor,James Dunn,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",jimmy.dunn@wellsfargoadvisors.com,,Salesforce
10894322,Inactive Investor,William Parisi,,LPL Financial LLC Waldwick NJ 7 E Prospect St,,,Salesforce
10897082,Inactive Investor,Brandon Foreman,,LPL Financial LLC San Antonio TX 11550 W Interstate 10,brandon.foreman@lpl.com,,Salesforce
9619185,,bentley lok,,,bentley.lok@gmail.com,,List import
9571529,,David -,,,dwerblowsky@gmail.com,,List import
10902834,Inactive Investor,Gerald Black,Financial Advisor,Edward Jones Malvern AR 1564 Tanner St,gerald.black@edwardjones.com,,Salesforce
9608694,,Traci Carroll,,,williammercy843@gmail.com,,List import
10969469,Inactive Investor,Javier Olvera,,"Raymond James & Associates, Inc.",javier.olvera@raymondjames.com,,Salesforce
10989232,Inactive Investor,Donald Bartol,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",donald.bartol@ml.com,,Salesforce
9604889,,Elias Lapham,,,laphameliae@gmail.com,,List import
9566410,,Steven Sanford,,,ssanford@massmutual.com,,List import
342208,,Martin Ng,,[Unknown],martin.ng@nomura.com,,Organic Search
10767064,Inactive Investor,Harry Kliewer,Financial Advisor,Edward Jones Cordell OK 201 E Main St,phil.kliewer@edwardjones.com,,Salesforce
10920405,Inactive Investor,Andrew Noble,,"NewEdge Securities, Inc. Atlanta GA 309 E Paces Ferry Rd NE",,,Salesforce
9586923,,herry suyanto,,,herrysuyanto211@gmail.com,,List import
11054323,Inactive Investor,Franklin McIntyre,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",raymond.mcintyre@rbc.com,,Salesforce
11221955,,Larry Carroll,,,lcarroll@wealthenhancement.com,,List Import
2272426,,Jean Watkins,,,jean.watkins922@gmail.com,,
9587762,,Charles Minnich,,,chuck@myfcm.com,,List import
11005132,Inactive Investor,Robert Taylor,Vice President;Wealth Management Specialist,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,robert.taylor@jpmorgan.com,,Salesforce
10773889,Inactive Investor,Caroline Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",caroline_justi@ml.com,,Salesforce
10914480,Inactive Investor,Brandon Plattner,,"Cambridge Investment Research, Inc. Peoria IL 2001 W Willow Knolls Dr",brandon@plattnerassetmanagement.com,,Salesforce
9627695,,Jake Penny,,,jake@futureficapital.fund,,List import
11086946,Inactive Investor,David Riley,,TD Private Client Wealth LLC West Palm Beach FL 2130 Centre Park West Dr,,,Salesforce
9597561,,Tayo Azeez,,,tayoazeez06@gmail.com,,List import
10919666,Inactive Investor,Scott Brodeen,,Cabot Lodge Securities LLC Big Lake MN Private Residence,scott.brodeen@clsecurities.com,,Salesforce
11048961,Inactive Investor,John Riley,Chief Compliance Officer;Chief Investment Strategist;Chief Strategist;Operating Manager,Cornerstone Investment Services,johnr@cornerstoneri.com,,Salesforce
9555085,,Bryan Totri,Director of Financial Planning,St John & Associates,btotri@stjohnfinancial.com,770-642-7631,
233466,, -,,[[Unknown]],amr.j28@hotmail.com,,Organic Search
11022267,Inactive Investor,Richard Cooper,,"Osaic Wealth, Inc. Ridgeland MS 1000 Highland Colony Pkwy",,,Salesforce
166812,,Lok Kwan,,[Unknown],louiekwann@gmail.com,,Other
11025605,Inactive Investor,Edward Fisher,,"Independent Financial Group, LLC Rochester MN 2308 Meadow Hills Dr SW",,,Salesforce
10961899,Inactive Investor,James Tabb,Financial Advisor,"ICA Group Wealth Management, LLC Sparta MI 33 Applewood Dr",james.tabb@icadvisorgroup.com,,Salesforce
10876951,Inactive Investor,Robert Sawyer,Chief Compliance Officer;Director - Operations,"3 Factor Indexing, LLC Woodside CA 156 Alta Vista Rd",sawyer@3factorindexing.com,,Salesforce
11149124,Inactive Investor,Debra Schumacher,Financial Advisor,Edward Jones Oklahoma City OK 1113 SW 30th Ct,debra.schumacher@edwardjones.com,,Salesforce
11097501,Inactive Investor,Jacob Rich,Investment Advisor;President,"Capstone Wealth Advisors, Inc.",jrich@capstonewa.com,,Salesforce
10974542,Inactive Investor,Thomas Chen,Portfolio Management Associate,"Chung Wu Investment Group, LLC",,,Salesforce
11136963,Inactive Investor,Chase Carver,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",,,Salesforce
11004084,Inactive Investor,James Jelinek,,LPL Financial LLC Rolling Meadows IL 3225 Kirchoff Rd,,,Salesforce
10816798,Inactive Investor,Michael Preisler,,"Allstate Financial Services, LLC Cleveland OH 5662 Mayfield Rd",preisler@allstate.com,,Salesforce
10992753,Inactive Investor,Helen Hinds,Wealth Advisor,LoneTree Wealth Management,hhinds@lonetreewealth.com,,Salesforce
2816915,,Niaz Khan,,,niaz75743@gmail.com,,
238414,,yuvan.sumputh@corangamite.vic.gov.au sumputh,,[Unknown],yuvan.sumputh@corangamite.vic.gov.au,,
339937,,Michael Poell,"Vice President, Compliance Manager And Director","U.s. Bancorp Investments, Inc.",michael.poell@usbank.com,800-888-4700,Manual List Upload
9613617,,Eric Vandermallie,,,enet83@yahoo.com,,List import
10809073,Inactive Investor,Kenneth Millan,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",kenneth.millan@ml.com,,Salesforce
9614872,,Uriel Peled,,,uriel@orbs.com,,List import
10765930,Inactive Investor,William Shulack,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",william.r.shulack@ampf.com,,Salesforce
9631114,,Gggggh Huyhh,,,gsgshs@nob.com,,List import
9640156,,Jeff Lorenzen,,,jlorenzen@american-equity.com,,List import
166011,,Gene Buer,,[Unknown],genebuer@yahoo.com,,
2015052,,Ronald Leboreiro,,,levoreiroronald@gmail.com,,
10786969,Inactive Investor,Nicholas Nielson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nicholas.nielson@fidelity.com,,Salesforce
10787616,Inactive Investor,Chin Chae,,Edward Jones Laveen AZ Private Residence,chin.chae@edwardjones.com,,Salesforce
9572575,,Nicholas Brumm,,,nick.brumm@qvt.com,,List import
11228312,Inactive Investor,Jess Skolnick,,Archer Investment Management,jess@archerim.com,800-840-5946,Salesforce
11030645,Inactive Investor,Thomas Ostler,,Cetera Advisor Networks LLC Omaha NE 2401 S 130th Cir,,,Salesforce
11020111,Inactive Investor,James Giltner,,"MML Investors Services, LLC Akron OH 1070 Ghent Rd",jgiltner@financialguide.com,,Salesforce
11146479,Inactive Investor,Gary Blum,Financial Representative,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,gary_blum@glic.com,,Salesforce
10916230,Inactive Investor,Clark Osterhout,,LPL Financial LLC Roseville CA 548 Gibson Dr,clark.osterhout@lpl.com,,Salesforce
11095528,Inactive Investor,Mitchell Mammoser,,State Farm VP Management Corp. Elkhart IN 223 S Main St,mitch.mammoser.eo31@statefarm.com,,Salesforce
6827377,,Abdul Kaium,,,ak3162798@gmail.com,,Web form fillout
10817372,Inactive Investor,Bryan Cole,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Huntsville AL 525 Madison St SE",bryan.cole@wellsfargoadvisors.com,,Salesforce
9637580,,AbdulMohsen Ibrahim AlTouq,,,abdulmohsen@altouq.com,,List import
344567,,Douglas Burnette,Manager Member,"Burnette Financial Planning, Llc",doug@clarkburnette.com,337-562-9500,Manual List Upload
10771221,Inactive Investor,Douglas Brown,,"Raymond James Financial Services, Inc. Petoskey MI 434 E Lake St",,,Salesforce
7680,,Hong-yiu Lin,,[[Unknown]],hongyiulin@protonmail.com,,Database Upload
9552206,,Nikolay Stoytchev,,,stoytchev@ellington.com,,List import
9598587,,Mark Fanning,,,mark.fanning@hansonmcclain.com,,List import
11071091,Inactive Investor,David Walker,Investment Advisor Representative,LPL Financial LLC Saint Charles IL 459 Dunham Rd,,,Salesforce
11135504,Inactive Investor,Kimberly Miles,,NYLIFE Securities LLC Winchester MA Private Residence,kmiles@ft.newyorklife.com,,Salesforce
11157480,Inactive Investor,Peter Baumstark,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",peter_d_baumstark@ml.com,,Salesforce
11055149,Inactive Investor,James Burness,Investment Advisor;Portfolio Manager,"Dublin Wealth Management, Inc. Birmingham AL 4628 Pine Mountain Rd",,,Salesforce
10904160,Inactive Investor,John Costello,Financial Services Representative,"MML Investors Services, LLC Moorestown NJ 505 S Lenola Rd",johncostello@financialguide.com,,Salesforce
11043863,Inactive Investor,Hiral Shah,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,hiral.x.shah@jpmorgan.com,,Salesforce
9570156,,Peter Kolokouris,,,takisavon@yahoo.com,,List import
11094660,Inactive Investor,Charles Woodward,Portfolio Manager,Integrated Advisors Network LLC Sausalito CA Private Residence,,,Salesforce
11231413,Inactive Investor,Erin Newlin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",erin.newlin@ml.com,,Salesforce
10932896,Inactive Investor,Jamie Wilson,Financial Planner,Commonwealth Financial Network Greenville RI 600 Putnam Pike,,,Salesforce
349711,,Raymond Childs,Treasurer,"Djg Financial Services, Inc.",ray@djgfinancial.com,781-331-8811,Manual List Upload
343730,,Viveka Mullen,File Clerk,Nichols & Pratt Advisers Llp,vcmullen@nichols-pratt.com,617-523-6800,Manual List Upload
10927735,Inactive Investor,Jacob Minero,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11100924,Inactive Investor,Brian Sullivan,Director - Portfolio Management;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,brian.sullivan@morganstanley.com,,Salesforce
9578063,,Michael Applegate,,,michael.applegate@fidelity.com,,List import
9555774,,Robert Dreier,,,rob.dreier@bunkerhillcapital.com,,List import
10915342,Inactive Investor,Christopher Bissonnette,,LPL Financial LLC Irvine CA 6 Venture,c.bissonnette@lpl.com,,Salesforce
10807638,Inactive Investor,Donald Dentinger,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",don.dentinger@raymondjames.com,,Salesforce
11127017,Inactive Investor,Samantha Boyce,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10983456,Inactive Investor,Steven Mcclellan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 6087 Roswell Rd",steven.mcclellan@ml.com,,Salesforce
11220431,,Shannon Daly,,,sdaly@edelmanfinancialengines.com,,Other
11260020,Inactive Investor,Orquidea Tejada,,J.P. Morgan Securities LLC Teaneck NJ 170 The Plaza,orquidea.tejada@jpmorgan.com,,Salesforce
11192816,Inactive Investor,Cooper Casillas,,"Kestra Investment Services, LLC Richmond VA 2201 W Broad St",,,Salesforce
10614112,,Leandro Fenster,Financial Advisor,,leo23kk@hotmail.com,,List Import
337926,,Kyle Stinchfield,General Counsel,Campbell Global,kstinchfield@campbellgroup.com,503-275-9675,Manual List Upload
10916515,Inactive Investor,Karen Stephenson,,"Allstate Financial Services, LLC Houston TX 16310 Tomball Pkwy",karenstephenson@allstate.com,,Salesforce
10970723,Inactive Investor,Alyssa Capone,,Fidelity Brokerage Services LLC,,,Salesforce
9576677,,Terry Varner,,,tvarner@massmutual.com,,List import
10974941,Inactive Investor,Paul Steinmyller,,EFG Capital International,,,Salesforce
10796248,Inactive Investor,Thomas Stenz,Financial Advisor,Edward Jones Erie CO 77 Erie Village Sq,thomas.stenz@edwardjones.com,,Salesforce
342641,,Gonzalo Maturana,Academic Advisor,Innealta Capital,gmaturana@innealtacapital.com,737-808-4640,Manual List Upload
10813091,Inactive Investor,Allen Saunders,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,allen.saunders@ubs.com,,Salesforce
10878576,Inactive Investor,Joss D'Souza,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 7733 Forsyth Blvd",jdsouza@ampf.com,,Salesforce
9578716,,Michael Feeney,,,michaelfeeney@financialguide.com,,List import
11112452,Inactive Investor,Anthony Morris,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,anthony.morris@bnymellon.com,,Salesforce
10894136,Inactive Investor,Kangmei Ren,,NYLIFE Securities LLC Birmingham AL 4628 Pine Mountain Rd,kren@ft.newyorklife.com,,Salesforce
10954994,Inactive Investor,Kyle Igarashi,,Edward Jones Seattle WA 6900 E Green Lake Way N,kyle.igarashi@edwardjones.com,,Salesforce
10771915,Inactive Investor,Eldridge Gray,Managing Director,Seven Post Investment Office LP,el.gray@sevenpost.com,,Salesforce
11211388,Inactive Investor,Edward Registrato,,"Westminster Financial Securities, Inc. Sun City AZ 10433 W Coggins Dr",eregistrato@westminsterfinancial.com,,Salesforce
10946510,Inactive Investor,Michael Camara,Financial Advisor;Vice President,"Bogart Wealth, LLC Spring TX 1725 Hughes Landing Blvd",mcamara@bogartwealth.com,,Salesforce
10792811,Inactive Investor,Steven Compton,Financial Advisor,LPL Financial LLC Longwood FL 2695 W State Road 434,steven.compton@lpl.com,,Salesforce
6084076,,heri upla,,,yisope8726@letpays.com,,Web Form Fillout
9598247,,Riley Larimore,,,rlarimore@financialengines.com,,List import
11181700,Inactive Investor,Michelle Semrau,Portfolio Associate,Morgan Stanley Buffalo NY 450 Essjay Rd,michelle.semrau@morganstanley.com,,Salesforce
10863837,Inactive Investor,Nathan Casey,,"FBL Marketing Services, LLC Hebron NE 440 Lincoln Ave",nathan.casey@fblfinancial.com,,Salesforce
10757611,Inactive Investor,Bernard Mcginn,Chief Investment Officer;President;Regulatory Contact,"McGinn Penninger Investment Management, Inc.",bmcginn@mcginninvests.com,,Salesforce
10936441,Inactive Investor,Larry Hoatson,Financial Advisor,"Osaic Wealth, Inc. Redlands CA 1177 Idaho St",,,Salesforce
10799422,Inactive Investor,Robert Reckinger,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,,,Salesforce
11073487,Inactive Investor,Selenne Calhamer,Financial Advisor;Market Leader,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",selenne.calhamer@wellsfargoadvisors.com,,Salesforce
10913569,Inactive Investor,John Denecke,Financial Consultant,Thrivent Investment Management Inc. Milwaukee WI 5600 W Brown Deer Rd,john.denecke@thrivent.com,,Salesforce
9555746,,Lyndon Lapasaran,,,llapasaran@massmutual.com,,List import
9582826,,Rebecca Waldman,,,rebecca.waldman@isletcap.com,,List import
11196500,Inactive Investor,Gordon Jones,Financial Advisor,Edward Jones Spokane WA 11707 E Sprague Ave,gordon.jones@edwardjones.com,,Salesforce
9558116,,Dylan Fayer,,,dfayer@nationalsecurities.com,,List import
10484930,,David Gunderson,"Chief Compliance Officer, Chief Investment Officer, Founder, President",US Freedom Capital Advisors LLC,davidgunderson@hotmail.com,,List Import
11237026,Inactive Investor,Frank Tadesco,Analyst,Astoria Portfolio Advisors LLC,ftedesco@astoriaadvisors.com,,Salesforce
9593428,,Bruce Bendell,,,bruce@wsadvisors.com,,List import
11113825,Inactive Investor,Tyler Williams,,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
11050331,Inactive Investor,Marvel Morgan,Investment Advisor - Private Client Group,SCS,tye.morgan@northwestscs.com,,Salesforce
10615559,,Daniel Aguanno,Financial Advisor,,daniel.aguanno@bleakley.com,,List Import
10606418,,Lance Antony,"Financial Advisor, Managing Director - Investments, Portfolio Manager, Private Wealth Financial Advisor, Senior Vice President -","Wells Fargo Clearing Services, LLC",lance.antony@wellsfargoadvisors.com,516-663-5522,List Import
2881,,Eric Steinberg,Managing Director,"Atalan Capital Partners, LP",esteinberg@atalancap.com,1-212-672-3380,Initial Salesforce Import
11031163,Inactive Investor,Douglas Macdonald,,LPL Financial LLC Sandy UT 10011 S Centennial Pkwy,douglas.macdonald@lpl.com,,Salesforce
342175,,Peter Gottlieb,Senior Vice President,Rubenstein Partners,pgottlieb@rubensteinpartners.com,215-563-3558,Manual List Upload
10977274,Inactive Investor,Lejla Salihagic,Investment Advisor,"Jeffrey Matthews Wealth Management, LLC Tampa FL Private Residence",lsalihagic@jeffreymatthews.com,,Salesforce
10816005,Inactive Investor,Rafael De Fex,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,rafael.defex@gs.com,,Salesforce
10807556,Inactive Investor,J Freeman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Binghamton NY 2 Court St",scott_freeman@ml.com,,Salesforce
10992803,Inactive Investor,Ana Castillo,,J.P. Morgan Securities LLC Key Biscayne FL 320 Crandon Blvd,ana.c.castillo@jpmorgan.com,,Salesforce
10998392,Inactive Investor,Bryan Stretton,Senior Advisor Associate,Wealthspire Advisors Reston VA 11911 Freedom Dr,bryan.stretton@wealthspire.com,,Salesforce
10879154,Inactive Investor,Susan Powers,Financial Advisor,Edward Jones Oak Harbor WA 380 SE Pioneer Way,river.powers@edwardjones.com,,Salesforce
1004935,Inactive Investor,Darren Norton,Director of Research,GW & Wade,dnorton@gwwade.com,(781) 239-1188,
10957275,Inactive Investor,Ian Salazar,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10950776,Inactive Investor,Michael Thornhill,Financial Advisor,"CUSO Financial Services, L.P. Olathe KS 14280 W 135th St",mike.thornhill@cusonet.com,,Salesforce
348097,,Reginald Jones,Managing Partner And Limited Partner,Greenbriar Equity Group,rjones@greenbriarequity.com,914-925-9600,Manual List Upload
11157152,Inactive Investor,Brian Alchermes,,Lincoln Investment Glen Head NY 333 Glen Head Rd,,,Salesforce
11193942,Inactive Investor,Carmen Zamora,,PFS Investments Inc. San Diego CA 1455 Frazee Rd,carmenojedazamora@primerica.com,,Salesforce
112587,,Chad Lebiedzinski,,Chad,chadlebiedzinski@gmail.com,5748505253,
11211134,Inactive Investor,Marilyn Hoyle,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 15801 Brixham Hill Ave",marilyn.hoyle@wellsfargoadvisors.com,,Salesforce
11004158,Inactive Investor,Jacqueline Gailey,,"Trinity Wealth Securities, L.L.C. Nashville TN 1102 Kermit Dr",,,Salesforce
10800961,Inactive Investor,Mark Scott,,PFS Investments Inc.,,,Salesforce
10929610,Inactive Investor,Michelle Pilipauskas,,"Private Client Services, LLC Ponte Vedra Beach FL 224 Ponte Vedra Park Dr",,,Salesforce
10775817,Inactive Investor,Edwin Badillo,,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,edwin.c.badillo@jpmorgan.com,,Salesforce
9564493,,Richard Marion,,,rmarion@sigmarep.com,,List import
10892100,Inactive Investor,Daniel Perry,Financial Advisor,Edward Jones Saint Paul MN 4717 Banning Ave,dan.perry@edwardjones.com,,Salesforce
10855094,Inactive Investor,Mark Ohlmann,Financial Advisor,Thrivent Investment Management Inc. Shakopee MN 1226 4th Ave E,,,Salesforce
9634923,,Rajiv Gupta,,,rgupta@newmountainfinance.com,,List import
10841462,Inactive Investor,Edward Devault,Principal,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,edward.devault@edwardjones.com,,Salesforce
11036463,Inactive Investor,Ikechi Urum-Eke,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",iurumeke@financialguide.com,,Salesforce
9609448,,Ryan Morio,,,ryanmorio@gmail.com,,List import
10834539,Inactive Investor,Megan Lafrenz,Branch Manager,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",megan.lafrenz@rbc.com,,Salesforce
336781,,Maher Harb,Chief Financial Officer,Rmb Capital Management,mharb@rmbcap.com,312-993-5800,Manual List Upload
10991035,Inactive Investor,Keaton Gill,,Thrivent Investment Management Inc. Stoughton WI 417 W Main St,keaton.gill@thrivent.com,,Salesforce
248210,,glendey Silvana,estudiante,san marcos,glendey.gil@unmsm.edu.pe,,Manual List Upload
10959097,Inactive Investor,Jillayne Meyer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11072284,Inactive Investor,Alan Segal,,"Steward Partners Investment Solutions, LLC Raleigh NC 4509 Creedmoor Rd",alan.segal@stewardpartners.com,,Salesforce
10870178,Inactive Investor,Stephen Berkeridge,,"Avantax Investment Services, Inc. North East MD 2288 Pulaski Hwy",,,Salesforce
351503,,Cynthia Fine,Director Of Retirement Plan Services,"Ascension Capital Advisors, Inc.",cfine@ascensioncapital.com,713-952-6900,Manual List Upload
10800407,Inactive Investor,Michael Kolb,Financial Advisor;International Client Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Emerald Hills CA Private Residence,michael.kolb@morganstanley.com,,Salesforce
11194451,Inactive Investor,Linda Antonietti,,State Farm VP Management Corp. La Grange IL 7023 Willow Springs Rd,,,Salesforce
9620779,,farzad Alizade,,,alizade.farzad@yahoo.com,,List import
11168483,Inactive Investor,Brian Bates,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,brian.bates@fidelity.com,,Salesforce
11040682,Inactive Investor,William Wall,,"Osaic Wealth, Inc. Charlotte NC 15801 Brixham Hill Ave",,,Salesforce
9574199,,LARRY LONGLEG,,,abc123@aol.com,,List import
11065600,Inactive Investor,James Lovell,Assistant Vice President;Complex Risk Officer,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
11095740,Inactive Investor,John Munley,Chief Compliance Officer;Co-Founder;Member,wHealth Advisors,john@whealthfa.com,,Salesforce
10826003,Inactive Investor,Dan Kessler,,"St. Bernard Financial Services, Inc. Rogers AR 206 S 2nd St",dan.kessler@stbernardfinancial.com,,Salesforce
96481,,Ahoud Alshaikh,,bmt,ohouds@sky.com,(009) 665-0222,
11238021,Inactive Investor,Andrew Duckworth,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",aduckworth@performancetrust.com,,Salesforce
339727,,Hugh Kenworthy,Managing Partner,"Guardian Capital Partners Management Company,lp",hkenworthy@guardiancp.com,610-263-0100,Manual List Upload
11254640,Inactive Investor,Joshua Chung,,Evercore Group L.L.C.,,,Salesforce
11222212,,Jill Garvey,,,jill.garvey@huntington.com,,List Import
10902803,Inactive Investor,Matthew Hoger,Financial Advisor,"MML Investors Services, LLC West Des Moines IA 5550 Wild Rose Ln",mhoger@financialguide.com,,Salesforce
11197090,Inactive Investor,Nathaniel Jones,Chief Compliance Officer;President,"Hilton Head Financial Advisors, Inc.",nathanielbpj@hargray.com,,Salesforce
11230571,Inactive Investor,William Bric,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
57892,,Julien De montgaillard,,Canada,julien.demontgaillard@gmail.com,,
9596559,,Peter Neumeier,,,peter@npsmallvalue.com,,List import
10795401,Inactive Investor,Krista Keehn,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,krista.keehn@ubs.com,,Salesforce
11125161,Inactive Investor,Logan Zlomke,Client Associate,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",logan.zlomke@wellsfargo.com,,Salesforce
9593785,,Mike McLaughlin,,,mike@texasmclaughlins.com,,List import
11235707,Inactive Investor,Joseph Mathews,Wealth Manager,Catalytic Wealth Management,,,Salesforce
10969249,Inactive Investor,Andrew Phillips,Private Client Banker,J.P. Morgan Securities LLC Wilkes Barre PA 15 Public Sq,,,Salesforce
9584028,,Peter Robbins,,,per@hmpayson.com,,List import
9540481,,Obrad Scepanovic,,Obrad ??epanovi?,obrad.scepanovic@gmail.com,,source
342806,, -,,[[Unknown]],cndsmith@earthlink.net,,
11034714,Inactive Investor,Robert Beyn,,"IBN Financial Services, Inc. Huntington NY 1160 E Jericho Tpke",rbeyn@ibrokernet.com,,Salesforce
11088833,Inactive Investor,Ellen Finkelstein,,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",ellen.finkelstein@raymondjames.com,,Salesforce
9625125,,owen scanlon,,,owen.scanlon@ms.com,,List import
11020668,Inactive Investor,Susana Abad,,J.P. Morgan Securities LLC Lynnwood WA 4001 Alderwood Mall Blvd,susana.abad@jpmorgan.com,,Salesforce
10885566,Inactive Investor,Warren Gibbon,Chief Investment Officer;Co-Chief Investment Officer,Boston Family Advisors LLC,,,Salesforce
11002019,Inactive Investor,Aerial Loewen,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated",aerial.loewen@stifel.com,,Salesforce
10986694,Inactive Investor,Jeremy Lewis,,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",,,Salesforce
10849696,Inactive Investor,Yarilin Bernal,Wealth Management Associate,Morgan Stanley Miami FL 220 Alhambra Cir,yarilin.bernal@morganstanley.com,,Salesforce
194901,,Joshua Back,,[Unknown],joshuaback@outlook.com,,source
10791451,Inactive Investor,Dana Levy Gross,Financial Advisor;Senior Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,dana.levy@morganstanley.com,,Salesforce
10911960,Inactive Investor,Brayden Neeser,Client Associate,UBS Financial Services Inc. Anchorage AK 3000 A St,brayden.neeser@ubs.com,,Salesforce
10989137,Inactive Investor,Benjamin Bruner,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",benjamin.bruner@nm.com,,Salesforce
10870710,Inactive Investor,Michael Rothberg,,"MML Investors Services, LLC Brockton MA 1324 Belmont St",,,Salesforce
11166104,Inactive Investor,Jack Goodkin,,Goldman Sachs & Co.,,,Salesforce
11048904,Inactive Investor,Kenneth Burke,Chief Investment Officer;Founder;Managing Member,"Burke Wealth Management, LLC",,,Salesforce
10770619,Inactive Investor,Cathleen Ackley,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",cathleen.ackley@ml.com,,Salesforce
10832024,Inactive Investor,Kevin Flint,Financial Advisor,Edward Jones Fort Collins CO 902 W Drake Rd,kevin.flint@edwardjones.com,,Salesforce
10886971,Inactive Investor,Mark Hepworth,,"Calton & Associates, Inc.",mark.hepworth@calton.com,,Salesforce
9621891,,Yury Kapgan,,,yury.kapgan@gmail.com,,List import
10847146,Inactive Investor,David Deyoung,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Bellingham WA 2219 Rimland Dr",david.deyoung@nm.com,,Salesforce
10933055,Inactive Investor,Marcus Cuneo,,LPL Financial LLC San Diego CA 4707 Executive Dr,marcus.cuneo@lpl.com,,Salesforce
10798526,Inactive Investor,Irma Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",irma_brown@ml.com,,Salesforce
11068226,Inactive Investor,Paul Callamaras,,J.P. Morgan Securities LLC New York NY 2 Park Ave,paul.callamaras@chase.com,,Salesforce
11060319,Inactive Investor,Jamilee Chapman,,Edward Jones Kokomo IN 2100 S Washington St,jamilee.chapman@edwardjones.com,,Salesforce
11037911,Inactive Investor,Derek Seger,,LPL Financial LLC Highland NY 101 Tillson Avenue Ext,derek.seger@lpl.com,,Salesforce
11144993,Inactive Investor,Jared Brogden,Advisor;Owner;Vice President,"Provision Wealth Management, Inc Raleigh NC 8601 Six Forks Rd",jared@provisionwealthmgmt.com,,Salesforce
10880238,Inactive Investor,Kevin Shaughnessy,Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",kevin.shaughnessy@usbank.com,,Salesforce
11136643,Inactive Investor,Mark Freeburg,,"Northwestern Mutual Investment Services, LLC Marshall MN 203 Jewett St",mark.s.freeburg@nm.com,,Salesforce
9640022,,Katharine Campbell,,,kcampbell@cambridgeassociates.com,,List import
10960885,Inactive Investor,Mikhail Trukshanin,,"ETC Brokerage Services, LLC",mikhail@etcbrokerage.com,,Salesforce
10983331,Inactive Investor,Melissana Tan,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3414 Peachtree Rd NE",melissa.tan@wfafinet.com,,Salesforce
9629036,,Karen Lai,,,karen.lai@infopro-digital.com,,List import
219192,,Lila Owens,,[Unknown],lilaowens@gmail.com,,Direct
11111958,Inactive Investor,Jessica Pastorino,,"Burch & Company, Inc",jpastorino@burchco.com,,Salesforce
196471,,Edward Lacombe,Financial Professional,"Voya Financial Advisors, Inc.",edward.lacombe@voyafa.com,,
10929812,Inactive Investor,Tricia Komarnicki,,LPL Financial LLC Wantagh NY 1149 Wantagh Ave,tricia.komarnicki@lpl.com,,Salesforce
11036935,Inactive Investor,Jose Manzon,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10832500,Inactive Investor,Joseph Faux,,Merit Financial Advisors Williamsport PA 2350 E 3rd St,,,Salesforce
10848385,Inactive Investor,Ronald Barry,Chief Executive Officer;Chief Operating Officer;Chief Operations Officer;Founder;Member;Principal,"Willamette Financial Advisors, LLC",ronb@wfinadv.com,,Salesforce
11187266,Inactive Investor,Jeanne Schneiderman,Director - Portfolio Management;Financial Advisor;Senior Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,jean.schneiderman@morganstanley.com,,Salesforce
11133279,Inactive Investor,Ryan Denault,Financial Wealth Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,ryan.denault@opco.com,,Salesforce
11040902,Inactive Investor,Christopher Sarofim,Chairman;Director,Fayez Sarofim & Co.,csarofim@sarofim.com,,Salesforce
9555468,,Eric Metz,,,eric@spiderrockadvisors.com,,
10854557,Inactive Investor,Vincent Savarese,,J.P. Morgan Securities LLC,vincent.savarese@jpmorgan.com,,Salesforce
11156574,Inactive Investor,Richard Spangler,Client Advisor;Director,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",rick.spangler@alex-brown.com,,Salesforce
11042786,Inactive Investor,Monica Cook,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11156548,Inactive Investor,Gahana Pleteau,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",,,Salesforce
11135016,Inactive Investor,Patrick Matthews,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",patrick.matthews@nm.com,,Salesforce
348101,,Thomas Murphy,Co-founder & Managing Director,Crestview Partners,tmurphy@crestview.com,212-906-0700,Manual List Upload
11154226,Inactive Investor,Matthew Macfarland,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10815777,Inactive Investor,James Stuart,Financial Professional;Financial Representative,"Equitable Advisors, LLC Dayton OH 7887 Washington Village Dr",james.stuart@equitable.com,,Salesforce
9557626,,Christopher Lee,,,cnicklee@financialguide.com,,List import
11024735,Inactive Investor,Cheryl Washington,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",cheryl_washington@ml.com,,Salesforce
11067329,Inactive Investor,Arturo Ripepe,Financial Advisor;Wealth Advisor Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,arthur.ripepe@morganstanley.com,,Salesforce
9586707,,Anthony Maskevich,,,bylags@yahoo.com,,List import
9556590,,Kealii Rangel,,,kealiivegeta@gmail.com,,List import
10880456,Inactive Investor,Alison Kosman,Sales Assistant,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
10616734,,Nate Dutko,,,nathaniel.dutko@lpl.com,,List Import
10482286,,Xiaopei Yan,,,xiaopeiyan65@gmail.com,,Web Form Fillout
11053052,Inactive Investor,Joshua Hamm,,"Raymond James Financial Services, Inc. Lexington NC 115 E Center St",josh.hamm@raymondjames.com,,Salesforce
10768743,Inactive Investor,Wayne Reid,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",wayne.reid@ml.com,,Salesforce
210630,,Wallace DI,,[Unknown],627696116@qq.com,,Paid Social
11055437,Inactive Investor,Mark Sullivan,Financial Advisor,"Wells Fargo Clearing Services, LLC Olympia WA 1419 Marvin Rd NE",mark.sullivan2@wellsfargo.com,,Salesforce
10895942,Inactive Investor,Nicholas Fasano,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11136587,Inactive Investor,Indra Josephs,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Barrington IL 760 W Main St,indra.josephs@morganstanley.com,,Salesforce
10773219,Inactive Investor,Mark Mushro,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
7714520,,Lila Gaston,,,hatw0n8th6c@temporary-mail.net,,Web Form Fillout
11120374,Inactive Investor,Alan Petrilli,,J.P. Morgan Securities LLC,alan.petrilli@jpmorgan.com,,Salesforce
11140932,Inactive Investor,Sasan Hashemi,,Cetera Advisors LLC Oklahoma City OK 13919 Quail Pointe Dr,,,Salesforce
9540820,,Kevin Beardsley,,,kevin@cryptofacilities.com,,List Import
11132936,Inactive Investor,Ginger Nelson,,Stephens,ginger.nelson@lpl.com,,Salesforce
11209073,Inactive Investor,Daniel Platt,Partner;Wealth Manager,Neumann Capital Management,daniel@neumanncapital.com,,Salesforce
246111,,Not Provided,Teacher,Bridgewater Public Schools,burkesuzanne68@gmail.com,,Manual List Upload
1001742,Inactive Investor,Alexandra Armando,Director of Finance,Watchtower Management Group,aarmando@watchtowermg.com, +1 415 375 8790,
10868231,Inactive Investor,Richard Weisberg,,"Raymond James Financial Services, Inc. Naples FL 400 5th Ave S",richard.weisberg@raymondjames.com,,Salesforce
9647104,,Rob de Vries,,,robjmdevries@outlook.com,,List import
10935316,Inactive Investor,James Skahan,Manager,MAXadvisor Private Management,jskahan@maxadvisor.com,,Salesforce
11230518,Inactive Investor,William Mercer,,LPL Financial LLC Pittsburgh PA 1006 Perry Hwy,,,Salesforce
9633423,,Jack Bauer,,,soccerfan1357@gmail.com,,List import
11114363,Inactive Investor,John Degen,,"MML Investors Services, LLC Kansas City MO 9233 Ward Pkwy",jdegen@financialguide.com,,Salesforce
11204178,Inactive Investor,Ashleigh Thompson,,"Leigh Baldwin & Co., LLC",ashleigh@leighbaldwin.com,,Salesforce
11124880,Inactive Investor,Amit Shah,Financial Advisor,Edward Jones Los Angeles CA 11835 W Olympic Blvd,amit.shah@edwardjones.com,,Salesforce
11070831,Inactive Investor,Charles Nuttycombe,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",alex.nuttycombe@ml.com,,Salesforce
11039762,Inactive Investor,Manuel Carranza,,"Kestra Investment Services, LLC Rockville MD 6116 Executive Blvd",,,Salesforce
10753540,Inactive Investor,Michael Gallagher,Financial Advisor,"Raymond James & Associates, Inc. Clermont FL 2670 E Hwy 50",michael.gallagher@raymondjames.com,,Salesforce
9551511,,John Rabroker,,,john_rabroker@americancentury.com,,List import
11208262,Inactive Investor,Courtney Jehoich,,"Allstate Financial Services, LLC Metairie LA 3525 N Causeway Blvd",cjehoich@allstate.com,,Salesforce
11194856,Inactive Investor,Catherine Wilson,,Cetera Advisors LLC Amarillo TX 2324 Lakeview Dr,catherine.wilson@ceteraadvisors.com,,Salesforce
10947007,Inactive Investor,Robert Love,,LPL Financial LLC Meridian ID Private Residence,robert.love@lpl.com,,Salesforce
10870767,Inactive Investor,Aaron Putman,Financial Advisor,LPL Financial LLC Burnsville MN 211 S River Ridge Cir,aaron.putman@lpl.com,,Salesforce
9643494,,Jakub Zuber,,,jakub.zuber.85@gmail.com,,List import
10812930,Inactive Investor,Brian Fanning,,"Raymond James Financial Services, Inc. Lake Geneva WI 732 W Main St",brian.fanning@raymondjames.com,,Salesforce
10872234,Inactive Investor,Brant Hahn,President,"Hahn Capital Management, LLC",brant.hahn@hahncapital.com,,Salesforce
234090,, -,,[[Unknown]],jbangma4@aol.com,,
9612625,,Aaron Izenstark,,IRON Financial,aaroni@ironfinancial.com,,List import
11102556,Inactive Investor,Richard Froio,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
9549559,,Marcus Halberstram,,,macrus@halberstram.com,,List import
10899520,Inactive Investor,Mark Swain,,State Farm VP Management Corp. Bradenton FL 5283 Office Park Blvd,markswain@statefarm.com,,Salesforce
10861132,Inactive Investor,Phong Chau,,"Western International Securities, Inc.",,,Salesforce
11007209,Inactive Investor,John Luttmann,Client Service Associate,"Cadaret, Grant & Co., Inc. Franklin MI 32600 Telegraph Rd",,,Salesforce
11111928,Inactive Investor,Cristopher Adan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10827339,Inactive Investor,Robert D'Ambrosio,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Danvers MA 222 Rosewood Dr,rdambrosio@janney.com,,Salesforce
10791135,Inactive Investor,Michael Seid,Advisor;Chief Compliance Officer;Chief Executive Officer;Managing Member;Principal,"Axxcess Wealth Management, LLC",seid@axxcesswealth.com,,Salesforce
11048781,Inactive Investor,Bunmi Ajao,Director;Financial Advisor,"Apex Financial Services, LLC",,,Salesforce
11116073,Inactive Investor,Michael Devlin,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
11099487,Inactive Investor,Anne Whelan,Financial Advisor,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",anne.whelan@wellsfargo.com,,Salesforce
9629596,,Hassan Benmat,,,hassan.benmat@gmail.com,,List import
9631188,,Matt Leverette,,,leverette.matt@gmail.com,,List import
10616077,,Thomas Royce,,,troyce@ampf.com,,List Import
11092894,Inactive Investor,Kelly Mathews,,The Huntington Investment Company Westerville OH Private Residence,kelly.mathews@huntington.com,,Salesforce
9594304,,Eron Angjele,,,e.angjele@gmail.com,,List import
9569093,,Kenneth Kovarik,,,chris.kovarik@rsmus.com,,List import
10998978,Inactive Investor,Cristina Gonzalez,Financial Advisor,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,cristina.gonzalez@opco.com,,Salesforce
321717,,iva lila,content manager,copper,iva.lila@copper.co,,Manual List Upload
11065773,Inactive Investor,Alexandra Demosthenes,Director - Financial Planning;Regulatory Contact;Secretary;Senior Wealth Advisor,Investment Advisory Professionals LLC,,,Salesforce
10881923,Inactive Investor,Naomi Lyle,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9557832,,susan tang,,,tangsusan409@gmail.com,,List import
9575682,,Georgia Christodoulou,,,gchristodoulou@financialguide.com,,List import
10894875,Inactive Investor,John Behrend,Financial Advisor,Edward Jones Houston TX 12337 Jones Rd,john.behrend@edwardjones.com,,Salesforce
341530,,James Brocklebank,Executive Officers&#39; Committee Member,Advent International Corporation,jbrocklebank@adventinternational.com,617-951-9400,Manual List Upload
9648401,,Minji Seo,,,seominji482@gmail.com,,List import
10787870,Inactive Investor,Michael Heidtbrink,Financial Consultant,Thrivent Investment Management Inc. Santee CA 9510 Cuyamaca St,mike.heidtbrink@thrivent.com,,Salesforce
10994917,Inactive Investor,Misty Gossen,,"Farmers Financial Solutions, LLC Clinton OK 2004 W Gary Blvd",mgossen@farmersagent.com,,Salesforce
10964609,Inactive Investor,Triston Richert,,"CliftonLarsonAllen Wealth Advisors, LLC",triston.richert@claconnect.com,,Salesforce
9594577,,Dan Mchugh,,,dmchugh@kennedyauto.com,,List import
11143313,Inactive Investor,Clifford Hall,Financial Advisor,"Principal Securities, Inc. Fresno CA 1010 W Alluvial Ave",hall.cliff@principal.com,,Salesforce
10773535,Inactive Investor,Jeffrey Montville,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Southbury CT 466 Heritage Rd,jeffrey.montville@opco.com,,Salesforce
10895810,Inactive Investor,Travis Guyder,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Managing Member;President,Guardian Financial,,,Salesforce
9594916,,Annie Knight,,,aknight@sequoia-financial.com,,List import
11039089,Inactive Investor,James Guare,,"Cambridge Investment Research, Inc. Tucson AZ 145 E University Blvd",,,Salesforce
10788733,Inactive Investor,Stanley Levine,,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",stanley.levine@wellsfargoadvisors.com,,Salesforce
10798114,Inactive Investor,Kevin McGraw,,State Farm VP Management Corp. Peoria AZ 15256 N 75th Ave,,,Salesforce
10798907,Inactive Investor,Charles Butler,Financial Advisor,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",charles.butler@wellsfargoadvisors.com,,Salesforce
10906045,Inactive Investor,Brayden Vogel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10813591,Inactive Investor,Karen Schraff,Assistant Branch Manager;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Altoona PA 180 Charlotte Dr",schraffk@stifel.com,,Salesforce
10986245,Inactive Investor,Robert Ruiz,,PFS Investments Inc. Coeur D Alene ID 401 E Front Ave,robert.ruiz@primerica.com,,Salesforce
10919786,Inactive Investor,Joel Karpinski,Chief Compliance Officer;Owner,"Karpinski Financial, LLC",joel@karpinskifinancial.com,,Salesforce
10846168,Inactive Investor,Damon Ladd-Thomas,,"Next Financial Group, Inc. Alpharetta GA 11138 State Bridge Rd",,,Salesforce
10758654,Inactive Investor,Vincent Rossi,Chief Investment Officer;President;Regulatory Contact,Intelligent Capitalworks,,,Salesforce
11052566,Inactive Investor,Jennifer Siefring,Financial Advisor,LPL Financial LLC Casstown OH Private Residence,j.siefring@lpl.com,,Salesforce
11005607,Inactive Investor,Nicholas Sabo,Financial Advisor,McAdam LLC,nicholas.sabo@mcadamfa.com,,Salesforce
11223168,,Keith Jones,,,keith.jones@empower.com,,List Import
11199790,Inactive Investor,Jason Greenstein,Lead Associate,Neuberger Berman BD LLC,jason.greenstein@nb.com,,Salesforce
9559014,,GFA KOLI,,,nidtdq@karenkey.com,,List import
11138928,Inactive Investor,David Van Schaik,Financial Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",david.j.vanschaik@ampf.com,,Salesforce
11102127,Inactive Investor,Joyce Morgan,,PFS Investments Inc. Blackfoot ID 430 W Hwy 26,joyce.morgan@primerica.com,,Salesforce
10996086,Inactive Investor,Alec Blakeman,Associate,Edward Jones Scottsdale AZ 18700 N Hayden Rd,,,Salesforce
10777214,Inactive Investor,Mark Kersenbrock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,mark.kersenbrock@ubs.com,,Salesforce
245291,,Dominic Delgrosso,Account Executive,Smarsh,dominic.delgrosso@smarsh.com,16308907328,Manual List Upload
10752916,Inactive Investor,Francis Mc Nulty,Financial Advisor,"Ameriprise Financial Services, LLC Hingham MA 99 Derby St",francis.a.mcnulty@ampf.com,,Salesforce
1980371,,cesar david Oliveira,,,cesaroliveira677@gmail.com,,
11040426,Inactive Investor,Kevin Betyeman,Executive Director,Morgan Stanley,kevin.betyeman@morganstanley.com,,Salesforce
9644901,,Stephen Peterson,,,pfinaai@gmail.com,,List import
11039751,Inactive Investor,Keith Koerber,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,,,Salesforce
10938761,Inactive Investor,Katelyn Costable,,Morgan Stanley,,,Salesforce
10772293,Inactive Investor,David England,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",david.england@wellsfargoadvisors.com,,Salesforce
11128575,Inactive Investor,James O'Connor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",jim.oconnor@ml.com,,Salesforce
10928299,Inactive Investor,Richard Dominik,,Cetera Advisor Networks LLC Maple Grove MN 13700 Reimer Dr N,dominikr@ceteranetworks.com,,Salesforce
10782663,Inactive Investor,Pamela Laudadio,Financial Advisor,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",laudadio.pam@principal.com,,Salesforce
10994173,Inactive Investor,Elizabeth Loshikian,,J.P. Morgan Securities LLC Willingboro NJ 4366 Rte 130,elizabeth.loshikian@chase.com,,Salesforce
11202674,Inactive Investor,Annieka Innis-Kerr,Premier Banker,"Wells Fargo Clearing Services, LLC Atlanta GA 3890 Peachtree Rd NE",annieka.innis-kerr@wellsfargo.com,,Salesforce
10937496,Inactive Investor,John Chapel,,"APW Capital, Inc. Charlestown RI Private Residence",john.chapel@aurorapw.com,,Salesforce
9621224,,Thiep Sork,,,tonysork559fresno@gmail.com,,List import
11105104,Inactive Investor,Kevin Rieger,Private Client Banker,J.P. Morgan Securities LLC Lake Forest IL 300 E Illinois Rd,kevin.g.rieger@jpmorgan.com,,Salesforce
10860711,Inactive Investor,Heather Bradford,,Cetera Investment Services LLC Houma LA 1830 Martin Luther King Jr Blvd,heather.pickering@ceterais.com,,Salesforce
9555719,,Neal Clements,,,nclements@pilecpas.com,,List import
9600971,,Alexander Leonida,,,alexander.leonida@raymondjames.com,,List import
11207187,Inactive Investor,Nicholas Miskov,Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC",nick.miskov@vwa-llc.com,,Salesforce
10876762,Inactive Investor,Christopher Hammonds,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10956585,Inactive Investor,Silvia Sevast,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southport NC 5070 Southport Supply Rd SE",,,Salesforce
10841933,Inactive Investor,Jeffrey Falke,Financial Advisor,Wealthcare Advisory Partners LLC Woodstock GA 230 River Park North Dr,,,Salesforce
11172418,Inactive Investor,Andrew Mcguire,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,drew.mcguire@fmr.com,,Salesforce
11108889,Inactive Investor,Evan Kessler,Chief Compliance Officer;Chief Executive Officer,ESK Capital Management Inc.,ek@eskcap.com,,Salesforce
11158120,Inactive Investor,Timothy Mazzanti,,J.P. Morgan Securities LLC San Antonio TX 11983 Alamo Ranch Pkwy,timothy.b.mazzanti@jpmorgan.com,,Salesforce
11090785,Inactive Investor,Pargev Ayvazyan,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",pargev.ayvazyan@ml.com,,Salesforce
10863389,Inactive Investor,Bruce Aaron,,"Farmers Financial Solutions, LLC Denver CO 2750 S Wadsworth Blvd",baaron@farmersagent.com,,Salesforce
231908,,Pacific Premier Trust FBO Alex Morcos IRA,,[Unknown],kerwin@pineridgeadvisers.com,,
11166629,Inactive Investor,Jacob Krieger,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9632139,,Javier david,,,javier.david@yahoofinance.com,,List import
10885239,Inactive Investor,Kasey Cook,Chief Compliance Officer,MariPau Wealth Management LLC,kasey@collierfinancial.com,,Salesforce
9553633,,TARIQ PARWAIZ,,,tariq_parwaiz@yahoo.com,,List import
10879287,Inactive Investor,Amanda Mezzina,,Fidelity Brokerage Services LLC New York NY 13A W 61st St,amanda.mezzina@fmr.com,,Salesforce
10818083,Inactive Investor,Mary Goetz,Partner;Practice Leader,"Greenspring Advisors, LLC",molly.goetz@greenspringadvisors.com,,Salesforce
10832150,Inactive Investor,Kari Douglas Ehleringer,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Rochester MN 4115 26th St NW",kari.2.douglas@ampf.com,,Salesforce
10349367,,Papa Weynde Deing GaindeDeing73,,,pdieng40@gmail.com,,Web Form Fillout
11189139,Inactive Investor,Boris Royster,Financial Advisor,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",boris.royster@equitable.com,,Salesforce
249178,,Andreas Fillmann,Partner,Squire Patton Boggs,andreas.fillmann@squirepb.com,,Manual List Upload
9604701,,Timothy Bowman,,,tbowman44@gmail.com,,List import
10839758,Inactive Investor,Patrick Maj,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Henderson NV 2245 Village View Dr",patrick.maj@schwab.com,,Salesforce
10810710,Inactive Investor,Paul Contreri,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,contrerip@ceteranetworks.com,,Salesforce
9553485,,Lynda Cibulis,,,lynloo53@live.com,,List import
206353,,harry oakes,,United States,hjoakes@gmail.com,,
211643,,Najib Balay,Journalist,VOA,nbalay80@hotmail.com,,Content
11149113,Inactive Investor,Matthew Beck,Wealth Advisor,LPL Financial LLC Newport OR 1007 SW Bayley St,matt.beck@lpl.com,,Salesforce
9575907,,agha khan,,,aghazkhan@me.com,,List import
10604654,,Omar Qaiser,,,omarqaiser@icloud.com,6463274050,Web Form Fillout
10892294,Inactive Investor,Kathryn Gordon,,Fidelity Brokerage Services LLC,,,Salesforce
374831,Inactive Investor,Andrea Costello,"Senior Vice President, Head, Business Development, Head, Institutional Research Sales Dudack Research Group","Wellington Shields Capital Management, Llc",andrea.costello@wellingtonshields.com,212-320-2046,Manual List Upload
11110313,Inactive Investor,Eric Johnson,Branch Manager;Senior Vice President - Investments;Vice President,"Stifel, Nicolaus & Company, Incorporated Canton OH 3951 Convenience Cir NW",,,Salesforce
10819385,Inactive Investor,Kevin Clark,Managing Member;Managing Partner;Regulatory Contact,"West Michigan Advisors, LLC",kevin@westmichiganadvisors.com,,Salesforce
10892162,Inactive Investor,Daniel Zuckerman,,"Integrity Brokerage, LLC",,,Salesforce
11007381,Inactive Investor,Jeremiah Bates,Wealth Management Advisor,"Apollon Wealth Management, LLC Boise ID 1673 W Shoreline Dr",jeremiah.bates@apollonwealth.com,,Salesforce
9631054,,Patrick Dietzen,,,patrick@orchid.com,,List import
7682556,,Michael Falat,,,formula706@gmail.com,,Web form fillout
10835029,Inactive Investor,Michael Dolohanty,Wealth Advisor,LPL Financial LLC Chagrin Falls OH 195 Park Pl,michael.dolohanty@lpl.com,,Salesforce
8699475,,Mark Erickson,,,ericksonmarkr@gmail.com,,Web Form Fillout
11096531,Inactive Investor,Jason Dow,Financial Advisor,"Verus Capital Partners, LLC Ventura CA Private Residence",jdow@veruscapitalpartners.com,,Salesforce
10825762,Inactive Investor,Mike Johnson,National Sales Director;Representative,PFS Investments Inc. Hurricane WV 3526 Teays Valley Rd,mike.johnson@primerica.com,,Salesforce
11177753,Inactive Investor,Brittany Shultz,,"Northwestern Mutual Investment Services, LLC Bakersfield CA 9201 Camino Media",brittany.shultz@nm.com,,Salesforce
10487488,,Catherine Robertson,"Client Service Associate, Financial Advisor Associate",Morgan Stanley,catherine.robertson@morganstanley.com,,List Import
9561828,,Christian Holland,,,cppwithcoachc@gmail.com,,List import
11190466,Inactive Investor,Tori Baskerville,Senior Registered Associate,Morgan Stanley McLean VA 1650 Tysons Blvd,tori.baskerville@morganstanley.com,,Salesforce
10798357,Inactive Investor,Joyce Lam,,Citigroup Global Markets Inc.,joyce.lam@citi.com,,Salesforce
11026368,Inactive Investor,Braedon Stoy,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",braedon.stoy@nm.com,,Salesforce
10786506,Inactive Investor,Brian Pitaniello,,"MML Investors Services, LLC Lubbock TX 8721 Milwaukee Ave",bpitaniello@massmutual.com,,Salesforce
9631352,,J L,,,jl@hootmail.com,,List import
11192449,Inactive Investor,Jasmine Britton,Financial Advisor,"Citizens Securities, Inc. Bloomfield NJ 347 Broad St",jasmine.l.britton@citizenssecurities.com,,Salesforce
10825794,Inactive Investor,Freddy Williamson,,"TrueWealth Advisors, LLC Trussville AL 198 Main St",fwilliamson@truewealthllc.com,,Salesforce
9551820,,Albert Holmes,,,albert.d.holmes@gmail.com,,List import
10852741,Inactive Investor,Yiping Wang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",yiping.wang@ml.com,,Salesforce
11048930,Inactive Investor,Thomas Koehler,Partner;Vice President,Grant Koehler & Levin Ltd. Palm City FL 290 SW Harbor View Dr,,,Salesforce
11025828,Inactive Investor,Jarrod Rumley,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jarrod.m.rumley@ml.com,,Salesforce
9571345,,Shannon Burgett,,,shannon.burgett@fidelity.com,,List import
10959924,Inactive Investor,James Rodak,,PFS Investments Inc. Carnegie PA 102 Broadway St,james.rodak@primerica.com,,Salesforce
10994851,Inactive Investor,Regina Gonzalez,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
10873831,Inactive Investor,Elissa Suslow,,"R. F. Lafferty & Co., Inc.",esuslow@rflafferty.com,,Salesforce
11155527,Inactive Investor,Justin Hamilton,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11026301,Inactive Investor,Christian Johnson,Private Client Banker,J.P. Morgan Securities LLC Petoskey MI 320 Howard St,christian.m.johnson@jpmorgan.com,,Salesforce
10835757,Inactive Investor,Wilfred Henderson,Account Vice President,UBS Financial Services Inc. Jackson MS 100 Vision Dr,wilfred.henderson@ubs.com,,Salesforce
10352683,,Abuchi Onwe,,,vincentabuchi71@gmail.com,,Web Form Fillout
10868078,Inactive Investor,Eric Dishman,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",eric.dishman@schwab.com,,Salesforce
11239082,Inactive Investor,Matthew Iak,,US Energy,miak@usenergydevcorp.com,,Salesforce
11158831,Inactive Investor,Rodney Williams,Financial Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,rod.williams@morganstanley.com,,Salesforce
11055532,Inactive Investor,Eric Bickenbach,Private Banker;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Incline Village NV 938 Tahoe Blvd",eric.bickenbach@wellsfargoadvisors.com,,Salesforce
9583443,,Timothy Obendorf,,,tim@stewardadvisors.com,,List import
229062,, -,,[[Unknown]],malik.murzashev@gmail.com,,
10614761,,Eric Rosen,"Financial Advisor, Vice President - Wealth Management",,eric.rosen@morganstanley.com,,List Import
11162543,Inactive Investor,Wendy Baker,,"FBL Marketing Services, LLC Kingman AZ 3518 N Irving St",wendy.baker@fblfinancial.com,,Salesforce
11158815,Inactive Investor,Christopher Martin,Financial Advisor;Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,christopher.d.martin@morganstanley.com,,Salesforce
11132178,Inactive Investor,Michael Sisler,Client Service Associate,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,michael.r.sisler@jpmorgan.com,,Salesforce
11040107,Inactive Investor,John Braggs,,Morgan Stanley Melville NY 58 S Service Rd,john.braggs@morganstanley.com,,Salesforce
210013,,Alex Phan,,[Unknown],alexis.phanzj@gmail.com,,source
11122803,Inactive Investor,Sarah Baker,Financial Advisor,Edward Jones Robinson IL 101 Court St,sarah.baker@edwardjones.com,,Salesforce
10811609,Inactive Investor,Matthew Valen,,PFS Investments Inc. Burnsville MN 900 W 128th St,matthew.valen@primerica.com,,Salesforce
9577744,,Bingze Gu,,,bing@bingzegu.com,,List import
10791903,Inactive Investor,Andrea Mcmahon,Owner;Wealth Advisor,"Avior Wealth Management, LLC",andrea.mcmahon@aviorwealth.com,,Salesforce
11074436,Inactive Investor,James Mazzanti,Private Banker;Team Lead;Vice President,Arvest Wealth Management Bentonville AR 405 S Walton Blvd,,,Salesforce
10765656,Inactive Investor,James Treadwell,,"FinTrust Brokerage Services, LLC Athens GA 1550 Timothy Rd",,,Salesforce
233143,, -,,[[Unknown]],shoeshine11@comcast.net,,Organic Search
221952,,Mark Tave,,[Unknown],tavem4@gmail.com,,Direct
10821495,Inactive Investor,Michelle Carranza,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",michelle.carranza@ml.com,,Salesforce
11185819,Inactive Investor,Khiem Pham,,Fidelity Brokerage Services LLC Vineland NJ Private Residence,,,Salesforce
10911653,Inactive Investor,Kyle Steele,,"Benjamin F. Edwards & Company, Inc. Lexington KY 771 Corporate Dr",kyle.steele@benjaminfedwards.com,,Salesforce
11118574,Inactive Investor,Jason Guillory,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,jason.guillory@primerica.com,,Salesforce
10879281,Inactive Investor,Anthony Hasso,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9637709,,Nalraj Goundar,,,ngoundar@gb-a.com,,List import
10779283,Inactive Investor,Faheem Khwaja,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",faheem_khwaja@ml.com,,Salesforce
10484356,,Robert Justice,,,justicerobert464@gmail.com,,Web Form Fillout
10908421,Inactive Investor,Kurt Sytsma,Financial Advisor,Money Concepts Capital Corp Grand Rapids MI 3767 Sparks Dr SE,ksytsma@moneyconcepts.com,,Salesforce
11127281,Inactive Investor,Jeffery Harding,Financial Advisor,"Osaic Wealth, Inc. Bend OR 19785 Village Office Ct",,,Salesforce
11031596,Inactive Investor,Cameron Folse,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",cameron.folse@nm.com,,Salesforce
10487723,,Daniel Friedland,"Co-Founder, Manager, Managing Director, Member, Regulatory Contact","Goldcrest Advisory, LLC",df@goldcrest.com,,List Import
9621952,,Susan Richardson,,,suerochardson1@yahoo.co.uk,,List import
10959244,Inactive Investor,William Rack,,Waveland Capital Partners LLC,wrack@wavelandgroup.com,,Salesforce
11205030,Inactive Investor,Robert Phinney,,"Raymond James & Associates, Inc. Hingham MA 99 Derby St",robert.phinney@raymondjames.com,,Salesforce
10874911,Inactive Investor,Darel Mitchell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",annise.humphrey@ml.com,,Salesforce
11015323,Inactive Investor,Erika Thomson,,LPL Financial LLC San Diego CA 4707 Executive Dr,erika.thomson@lpl.com,,Salesforce
10656910,,Lawrence Topps,,,lltopps@ft.newyorklife.com,,List Import
11002379,Inactive Investor,Marie Thelusma-Chase,,PFS Investments Inc. Cranford NJ 340 N Ave E,marie.thelusachase@primerica.com,,Salesforce
11198759,Inactive Investor,Brian Stokes,,Emerson Equity LLC San Diego CA Private Residence,,,Salesforce
11080043,Inactive Investor,John Eichelberger,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",john.eichelberger@ml.com,,Salesforce
11220516,,Ryan Puplava,,,ryan.puplava@financialsense.com,,Other
10488429,,Michael Gregory,"Director - Research, Managing Partner, Regulatory Contact",Avidity Partners Management LP,michael.gregory@aviditypartners.com,,List Import
9590574,,Omar Anis,,,omarbobby95@yahoo.com,,List import
11010209,Inactive Investor,Allan Fortnum,,PFS Investments Inc. Chalfont PA 31 Oak Ave,allan.fortnum@primerica.com,,Salesforce
10839281,Inactive Investor,John Lin,,J.P. Morgan Securities LLC New York NY 919 3rd Ave,johnming-lei.lin@chase.com,,Salesforce
11110290,Inactive Investor,Michael Ketterbaugh,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Macon GA 577 Mulberry St",mike.ketterbaugh@stifel.com,,Salesforce
11119820,Inactive Investor,James Abt,,Jefferies LLC,jabt@jefferies.com,,Salesforce
10657098,,Natasa Sabic,,,natasa.sabic@jpmorgan.com,,List Import
2527928,,Sarita Kumari,,,sarita827118@gmail.com,,
11110370,Inactive Investor,Patrick Higgins,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
371228,,Brian Lazek,,[Unknown],brianlazek3@gmail.com,,source
11194119,Inactive Investor,John Iannucci,,"Transamerica Financial Advisors, Inc Jacksonville FL 7077 Bonneval Rd",john.iannucci@tfaconnect.com,,Salesforce
11062587,Inactive Investor,Anna Arroyo,,"Wells Fargo Clearing Services, LLC Tuckerton NJ 144 E Main St",,,Salesforce
10812941,Inactive Investor,Shelly Madery,,Cetera Financial Specialists LLC Mason MI 790 E Columbia St,shelly.madery@ceterafs.com,,Salesforce
10616970,,Joshua Rosario,,,joshua.x.rosario@jpmorgan.com,,List Import
11105318,Inactive Investor,Ryan Jackson,,"Wells Fargo Clearing Services, LLC Houston TX 12859 Kimberley Ln",,,Salesforce
11097177,Inactive Investor,Stephen West,,"Sanford C. Bernstein & Co., LLC Cleveland OH 127 Public Sq",stephen.west@alliancebernstein.com,,Salesforce
11174722,Inactive Investor,Bradley McCarty,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11036004,Inactive Investor,Storm Chapa,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,storm.b.chapa@jpmorgan.com,,Salesforce
11026126,Inactive Investor,Brian Dunigan,,"Farmers Financial Solutions, LLC Lake Havasu City AZ 500 Lake Havasu Ave N",bdunigan@farmersagent.com,,Salesforce
10782060,Inactive Investor,John Pyne,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,john.s.pyne@morganstanley.com,,Salesforce
10839040,Inactive Investor,Charles Dinklage,Retirement Planning Specialist,"Equitable Advisors, LLC Burlington VT 126 College St",charles.dinklage@equitable.com,,Salesforce
11153571,Inactive Investor,Landon Poll,,"Raymond James Financial Services, Inc. Grand Rapids MI 6677 Crossings Dr SE",,,Salesforce
11197425,Inactive Investor,Walter Murphy,,"Sanford C. Bernstein & Co., LLC Stamford CT 290 Harbor Dr",,,Salesforce
10606508,,Stephen Bauer,"Senior Portfolio Manager, Senior Vice President - Wealth Management, Wealth Advisor",UBS Financial Services Inc.,stephen.bauer@ubs.com,203-291-1024,List Import
9579684,,guilherme cavallini,,,cavallini@gmail.com,,List import
11193401,Inactive Investor,John Cioffi,Chief Executive Officer,"Vertice Capital Partners, LLC",john@verticecapitalpartners.com,,Salesforce
11202798,Inactive Investor,John Burkhardt,Chief Compliance Officer;Managing Partner;Partner;Wealth Advisor,Goepper Burkhardt LLC,bland@gbpwm.com,,Salesforce
10618817,,Shawn Reed,,,shawn.reed@morganstanley.com,,List Import
229349,, -,,[[Unknown]],bobbihillhouse79@gmail.com,,
10896517,Inactive Investor,Bettie Zimmerman,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",bettie.zimmerman@raymondjames.com,,Salesforce
10645437,,Willis Allen,,,willis.a.allen@jpmorgan.com,,List Import
11229044,Inactive Investor,Roberto Helmont Michels,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
11144858,Inactive Investor,Richard Cortellessa,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,richard.cortellessa@gs.com,,Salesforce
10488878,,Nancy Dinh,Senior Financial Advisor,Lincoln Investment Frisco TX 6136 Frisco Square Blvd,thedinhagency@gmail.com,817-502-9822,List Import
11148311,Inactive Investor,Lawrence Stevenson,,LPL Financial LLC Valencia CA 27918 Franklin Pkwy,lawrence.stevenson@lpl.com,,Salesforce
371316,,Patricia Law,,Law Offices of Patricia A Law,trish@palfirm.com,9512373573,Salesforce
11231826,Inactive Investor,Jarrod Tolle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10770991,Inactive Investor,Leif Springer,Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
10905818,Inactive Investor,Kevin Petersen,Executive Director;Registered Client Service Associate,Morgan Stanley New York NY 1 New York Plz,kevin.petersen@morganstanley.com,,Salesforce
9635526,,Carlton Fletcher,,,cfletcher@rmrwm.com,,List import
11232545,Inactive Investor,Cole Edwards,,"Avantax Investment Services, Inc. Valencia CA 27441 Tourney Rd",,,Salesforce
11052398,Inactive Investor,Dawn Stedronsky,Portfolio Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,dawn.stedronsky@morganstanley.com,,Salesforce
9626985,,Edward Blake,,,edwardblake01@comcast.net,,List import
10785279,Inactive Investor,Adam Thompson,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,adam.thompson@jpmorgan.com,,Salesforce
10778085,Inactive Investor,Lydia Beget-Smith,,"Stifel, Nicolaus & Company, Incorporated Stockton CA 10100 Trinity Pkwy",,,Salesforce
10981991,Inactive Investor,Michael Doody,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11005946,Inactive Investor,Selene Rico,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",,,Salesforce
10836016,Inactive Investor,Troy Baker,Financial Advisor,Edward Jones Shelby OH 19 W Main St,troy.baker@edwardjones.com,,Salesforce
10959468,Inactive Investor,Sarah Hand,,"Raymond James Financial Services, Inc. Bothell WA 18323 Bothell Everett Hwy",sarah.hand@raymondjames.com,,Salesforce
11104062,Inactive Investor,Nazanin Mall,,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,nazy.mall@morganstanley.com,,Salesforce
11174479,Inactive Investor,Jory Taylor,Principal,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,jory.taylor@edwardjones.com,,Salesforce
9602275,,Jeffrey Bratz,,,jbratz@hjnadvisors.com,,List import
11296283,,Albert Khamidullin,,,albert.khm@gmail.com,,Web Form Fillout
11154016,Inactive Investor,Madison Riggs,Associate,Edward Jones Charlotte NC 801 E Morehead St,madison.riggs@edwardjones.com,,Salesforce
348288,,Patricia Bowlin,Senior Vice President & Managing Director,"Ipswich Investment Management Company, Inc",pbowlin@ipswichinvestment.com,978-356-6333,Manual List Upload
11236553,Inactive Investor,Joseph Radico,Financial Advisor;Vice President,McAdam LLC,joseph.radico@mcadamfa.com,,Salesforce
11059945,Inactive Investor,Kevin Mangrum,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10905866,Inactive Investor,Alian Johnson,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,alianjohnson@statefarm.com,,Salesforce
9641622,,Meng Shu,,,m.shu@connectblockchain.com,,List import
9611466,,Samuel Lau,,,michelle.orantes@doubleline.com,,List import
10996451,Inactive Investor,Chuan-Ming Li,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",chuan-ming.li@tfaconnect.com,,Salesforce
10925691,Inactive Investor,Denny Mendez,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",denny.mendez@equitable.com,,Salesforce
9639359,,Mark Larkin,,,mlarkin@brrh.com,,List import
10598024,,Joseph arbolaez,,,joe.arbolaez@abmmfinancial.com,,Web Form Fillout
11073567,Inactive Investor,Kalyn Maclean,,Key Investment Services LLC Hartville OH 870 W Maple St,kalyn.maclean@key.com,,Salesforce
9620737,,Rügen Hvv buchen,,,informme+grayscale@protonmail.com,,List import
10906652,Inactive Investor,Michael Wolke,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",,,Salesforce
11221076,,John Pitlosh,,,jpitlosh@wealthenhancement.com,,List Import
10916049,Inactive Investor,Daniel Siekierski,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",dan.siekierski@nm.com,,Salesforce
11097830,Inactive Investor,Sabrina Coppa,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10957851,Inactive Investor,Allen Reid,Financial Advisor,Edward Jones Manhattan KS 604 Humboldt St,allen.reid@edwardjones.com,,Salesforce
11070655,Inactive Investor,Marilyn Seagraves,Financial Advisor,LPL Financial LLC Oak Brook IL 1220 Kensington Rd,marilyn.seagraves@lpl.com,,Salesforce
9619264,,Julien Yee,,,yeejulien1991@gmail.com,,List import
9560263,,Robert Briggs,,,robert.briggs@valic.com,,List import
11106962,Inactive Investor,Priestley Ford,Chief Operating Officer;Co-Founder;Partner;Vice President,"White Oak Financial Management, Inc",priestley@wofm.us,,Salesforce
11213138,Inactive Investor,Dennis Maguire,,Cetera Advisor Networks LLC Wayne PA 487 Devon Park Dr,maguired@ceteranetworks.com,,Salesforce
9362606,,Marcos Detry,,,marcos@detry.com.ar,,Web form fillout
10806445,Inactive Investor,David Falkow,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Senior Vice President - Wealth Management,Morgan Stanley San Francisco CA 555 California St,david.falkow@morganstanley.com,,Salesforce
11190038,Inactive Investor,David Kneip,,"Northwestern Mutual Investment Services, LLC El Paso TX 5870 Onix Dr",,,Salesforce
10645637,,Teresa Sulo-Murphy,,,teresa.sulo@morganstanley.com,,List Import
9565275,,Kacper Siutkowski,,,kacpersiutkowski1@gmail.com,,List import
11055187,Inactive Investor,Jessica Lynn,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11101620,Inactive Investor,Michael Adams,,State Farm VP Management Corp. Bristol TN 1500 Bluff City Hwy,michaeladams@statefarm.com,,Salesforce
11105514,Inactive Investor,Lindsay Smith,Regional Vice President,PFS Investments Inc. Methuen MA 232 Pleasant St,lindsay.smith@primerica.com,,Salesforce
10659757,,Robert Diamond,,,bob.diamond@cfdinvestments.com,,List Import
10971605,Inactive Investor,Andrew Fraser,,LPL Financial LLC Austin TX 312 Medical Pkwy,andrew.fraser@lpl.com,,Salesforce
9576164,,techathat Kunakulhansa,,,techathatk@gmail.com,,List import
10619812,,Michelle McCabe,,,mmccabe@rockco.com,,List Import
11213226,Inactive Investor,Jennifer Stewart-Smith,,"Avantax Investment Services, Inc. Oakland CA 295 27th St",,,Salesforce
9598014,,Sandra Garcia,,,sandra@pmifunds.com,,List import
10845189,Inactive Investor,Joie Hanley,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Dublin OH 6515 Longshore Loop",joie.hanley@ampf.com,,Salesforce
10807338,Inactive Investor,Matthew Nutt,,Sigma Financial Corporation Sterling Heights MI 43928 Mound Rd,,,Salesforce
10803331,Inactive Investor,Javier Lizarraga,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,javier.lizarraga@morganstanley.com,,Salesforce
10817223,Inactive Investor,Kevin Gleghorn,Financial Advisor,Edward Jones West Plains MO 514 Porter Wagoner Blvd,kevin.gleghorn@edwardjones.com,,Salesforce
9611186,,Gregoire Horel,,,gregoire.horel@homny.io,,List import
9595014,,Jennifer Budny,,,jbudny@sequoia-financial.com,,List import
10863111,Inactive Investor,James Oldham,Financial Advisor,Edward Jones Honolulu HI 745 Fort Street Mall,james.oldham@edwardjones.com,,Salesforce
10863464,Inactive Investor,Auston Horst,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,auston.horst@fidelity.com,,Salesforce
11015033,Inactive Investor,Lyra Allen,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",lyra.howard@equitable.com,,Salesforce
9642791,,jo yeon-woo,,,itsblack@naver.com,,List import
11200787,Inactive Investor,Jeffrey Smith,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",jeffrey.c.smith@wellsfargoadvisors.com,,Salesforce
10656339,,John Anderson,,,john.t.anderson@lpl.com,,List Import
11204919,Inactive Investor,Jennifer May,Private Wealth Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",jennifer.may@ml.com,,Salesforce
11124691,Inactive Investor,Alexander Whitten,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",alex.whitten@nm.com,,Salesforce
10861887,Inactive Investor,Carson Beebe,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oak Brook IL 500 W 22nd St",carson.beebe@schwab.com,,Salesforce
10657826,,Mark Sanders,,,mark.a.sanders@jpmorgan.com,,List Import
11098285,Inactive Investor,Shantania Loving,,PFS Investments Inc. Houston TX 12000 Westheimer Rd,shantania.loving@primerica.com,,Salesforce
11126207,Inactive Investor,Joseph Eggensperger,Financial Advisor,Edward Jones Alpharetta GA 12540 Broadwell Rd,jt.eggensperger@edwardjones.com,,Salesforce
11160576,Inactive Investor,Monica Wright,,"MML Investors Services, LLC",,,Salesforce
10802473,Inactive Investor,Joseph Fereno,Director - Business Development,Morgan Stanley New York NY 1 Penn Plz,joseph.fereno@morganstanley.com,,Salesforce
10970963,Inactive Investor,Randy Barnum,Investment Advisor,PFS Investments Inc. Buffalo NY 490 Center Rd,randyb.barnum@primerica.com,,Salesforce
11222653,,Robert Kincel,,,rkincel@alger.com,,List Import
11182059,Inactive Investor,Daniel Sopher,,LPL Financial LLC Metuchen NJ 258 Bridge St,daniel.sopher@lpl.com,,Salesforce
338620,,Jennifer Keam,Limited Partner,"Cadian Capital Management, Lp",jkeam@cadiancap.com,212-792-8800,Manual List Upload
10970777,Inactive Investor,Joseph Kinson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joseph_kinson@vanguard.com,,Salesforce
10954851,Inactive Investor,Jiayi Lu,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,jiayi.lu@jpmorgan.com,,Salesforce
11141626,Inactive Investor,Dhani Olive,,PFS Investments Inc. Carnegie PA 102 Broadway St,dolive@primerica.com,,Salesforce
10789979,Inactive Investor,Eden Lopez-Robles,Financial Advisor;Managing Director,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",eden.lopez@rbc.com,,Salesforce
10837053,Inactive Investor,Neil Kishter,Private Wealth Advisor,Morgan Stanley Palm Beach FL 450 Royal Palm Way,neil.kishter@morganstanleypwm.com,,Salesforce
10972040,Inactive Investor,Kaylee Nguyen,,Vanguard Marketing Corporation,kaylee_nguyen@vanguard.com,,Salesforce
11152415,Inactive Investor,Debra Bruce,Financial Advisor,"Wells Fargo Clearing Services, LLC Mitchell SD 403 N Lawler St",deb.bruce@wellsfargo.com,,Salesforce
10806562,Inactive Investor,Tatenda Sekeso,,Morgan Stanley Alpharetta GA 3 Edison Dr,tatenda.sekeso@morganstanley.com,,Salesforce
11160463,Inactive Investor,Colin McCarthy,,Aegis Capital Corp.,cmccarthy@aegiscap.com,,Salesforce
11087358,Inactive Investor,Sean Houston,Managing Member;Partner,"1858 Wealth Management, LLC",sean@1858wm.com,,Salesforce
10777507,Inactive Investor,Thomas Dunster,,Citigroup Global Markets Inc.,,,Salesforce
10827447,Inactive Investor,Mathew Ladendecker,Financial Advisor,Edward Jones Kingman AZ 3880 Stockton Hill Rd,matt.ladendecker@edwardjones.com,,Salesforce
11199347,Inactive Investor,Charles Brinkman,,"Integrity Investing, Inc",,,Salesforce
10980006,Inactive Investor,Christopher Kent,,LPL Financial LLC Ocean City NJ 700 West Ave,christopher.kent@lpl.com,,Salesforce
11172363,Inactive Investor,Matthew Medell,Associate,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,,,Salesforce
10957459,Inactive Investor,David Horn,Chief Compliance Officer;Managing Principal,"Fiduciary Insight, LLC",,,Salesforce
9563973,,Evan Horn,,,evan.horn@lfg.com,,List import
11175347,Inactive Investor,Edward George,Financial Advisor,"Ameriprise Financial Services, LLC Brentwood TN Private Residence",edward.n.george@ampf.com,,Salesforce
10807782,Inactive Investor,Christopher Podskoc,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,christopher.podskoc@morganstanley.com,,Salesforce
9593634,,Marc Crosby,,,marc@saratogarim.com,,List import
11218520,,Michael Fross,,,michael.fross@edwardjones.com,,List Import
10891524,Inactive Investor,Jair Ramirez,Premier Banker,"Wells Fargo Clearing Services, LLC Portland OR 11760 SW Hall Blvd",,,Salesforce
10810121,Inactive Investor,Edward Chandler,Managing Director;Wealth Advisor,William Blair,echandler@williamblair.com,,Salesforce
9603154,,David Isenberg,,,disenberg@money-media.com,,List import
10920301,Inactive Investor,John Roe,,"The Leaders Group, Inc.",,,Salesforce
9646452,,Yasuko Tamura,,,biz@yz-portfolio.info,,List import
11078002,Inactive Investor,Dawn Aro,,Vanguard Marketing Corporation,dawn_aro@vanguard.com,,Salesforce
10888719,Inactive Investor,Mary Walsh,,LPL Financial LLC Westmont IL 850 N Cass Ave,mary.walsh@lpl.com,,Salesforce
11205478,Inactive Investor,Katherine Candreva,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",kat.candreva@ml.com,,Salesforce
11062419,Inactive Investor,Robert Rowe,,Fidelity Brokerage Services LLC,,,Salesforce
10901405,Inactive Investor,Thomas Piazza,Assistant Vice President;Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 100 N West Shore Blvd",,,Salesforce
10925793,Inactive Investor,Amanda Schueler,,Cetera Investment Services LLC Willmar MN 1610 Hwy 12 E,amanda.schueler@ceterais.com,,Salesforce
11149347,Inactive Investor,Mariana Farrell,,NYLIFE Securities LLC White Plains NY 44 S Broadway,mfarrell@ft.newyorklife.com,,Salesforce
10658387,,Michael Schremser,,,m.schremser@lpl.com,,List Import
11015831,Inactive Investor,Charles Vail,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",charles.vail@ml.com,,Salesforce
10970419,Inactive Investor,Anthony Cenname,Recruiter;Regional Leader,PFS Investments Inc. Lakewood OH 14900 Detroit Ave,anthony.cenname@primerica.com,,Salesforce
9566000,,Sean Williams,,,sean@mayfield1.com,,List import
10808704,Inactive Investor,Michelle Brandel,Portfolio Associate,Morgan Stanley Coeur D Alene ID 505 E Front Ave,michelle.brandel@morganstanley.com,,Salesforce
10750284,Inactive Investor,Sotero Perez,,Cetera Advisor Networks LLC Ponce Private Residence,,,Salesforce
9605395,,? ?,,,97403375@qq.com,,List import
11090090,Inactive Investor,Randall Bogani,,"Allstate Financial Services, LLC Saint Johns FL 1631 Race Track Rd",randallbogani@allstate.com,,Salesforce
9638674,,William Oplinger,,,william.oplinger@alcoa.com,,List import
9544382,,Estefano Debernardi,,,e.debernardi.buzeta@gmail.com,,List import
221155,,Dustin Schneider,,Menai,dustin.schneider@menai.io,,Direct
11144446,Inactive Investor,Genaro Fernandez,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Helena CA 1107 Main St",genaro.fernandez@wellsfargoadvisors.com,,Salesforce
10884592,Inactive Investor,Douglas Mentzer,Chief Compliance Officer;Investment Advisor Representative;President;Secretary,"The Mentzer Group, LLC",doug@thementzergroup.com,,Salesforce
11164993,Inactive Investor,Gregory Gutierrez,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",l.gutierrez@wellsfargoadvisors.com,,Salesforce
10761420,Inactive Investor,Bruce Sharpe,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,bruce.sharpe@ubs.com,,Salesforce
11079837,Inactive Investor,Antonio Desousa,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10944746,Inactive Investor,Walker Gaultney,,"Osaic Wealth, Inc. Sapphire NC Private Residence",,,Salesforce
11096023,Inactive Investor,Mary Barnett,,PFS Investments Inc. Hollywood FL 3349 N University Dr,mary.barnett@primerica.com,,Salesforce
11027058,Inactive Investor,Carsen Sanchez,Financial Solutions Advisor,J.P. Morgan Securities LLC New York NY 453 E 86th St,,,Salesforce
10617782,,Charles Margolis,,,charles.margolis@wellsfargoadvisors.com,,List Import
11175140,Inactive Investor,Lori Collinsworth,,"Allstate Financial Services, LLC Andalusia AL 1800 E Three Notch St",loritaylor2@allstate.com,,Salesforce
10884025,Inactive Investor,Sandeep Mangal,Private Client Advisor,J.P. Morgan Securities LLC Saint Charles IL 575 S Randall Rd,sandeep.mangal@jpmorgan.com,,Salesforce
11182909,Inactive Investor,Maureen Bernal,,PFS Investments Inc. Valencia CA 25350 Magic Mountain Pkwy,maureen.bernal@primerica.com,,Salesforce
9632525,,Rachel Wan,,,rachel@dh.vc,,List import
1004242,Inactive Investor,Michael Batnick,"Director - Research, Managing Member",Michael Batnick,michael@ritholtzwealth.com,212-625-1200,3rd Party Lead Gen
10905691,Inactive Investor,Patrick Manes,,"IFP Securities, LLC Youngstown OH 15 Colonial Dr",patrick.manes@ifpartners.com,,Salesforce
9594555,,WALKER JOHNSON,,,jwjj@aol.com,,List import
10963627,Inactive Investor,Ryan Stanislawski,Associate,Edward Jones Indian Trail NC 6128 Creft Cir,ryan.stanislawski@edwardjones.com,,Salesforce
10823727,Inactive Investor,Phoebe Palmer,,Morgan Stanley Portland OR 760 SW 9th Ave,,,Salesforce
11207483,Inactive Investor,Brock Becker,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",brock_becker@ml.com,,Salesforce
10919741,Inactive Investor,David Shaw,Financial Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",david.shaw@ampf.com,,Salesforce
10618968,,Elizabeth Puterbaugh,,,betsy.puterbaugh@morganstanley.com,,List Import
10826041,Inactive Investor,Gregory Schroeder,Chief Compliance Officer;Portfolio Manager,Wisco Investment Management LLC,gschroeder@wiscoinvest.com,,Salesforce
11182417,Inactive Investor,Donald Capone,Executive Officer;Portfolio Manager;Regulatory Contact,"J.K. Financial, Inc.",don@jkfinancialinc.com,,Salesforce
10783184,Inactive Investor,Arvind Mathur,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",arvind.mathur@wellsfargo.com,,Salesforce
9574630,,Robb Thomas,,,robbroid@gmail.com,,List import
10852352,Inactive Investor,Robert Rubin,Chief Compliance Officer;Managing Member,"LDL Capital Management, LLC",,,Salesforce
9547677,,Alexander Tarasov,,,st1maxel@icloud.com,,List import
10962188,Inactive Investor,John Newhouse,Financial Advisor,Integrated Advisors Network LLC Edmond OK 1900 E 15th St,,,Salesforce
347954,,Ted Geoca,"President, CIO",Maxout Savings Advisors Llc,ted@maxoutsavings.com,713-627-0400,Manual List Upload
11094580,Inactive Investor,Clint Neff,,Fidelity Brokerage Services LLC,clint.neff@fidelity.com,,Salesforce
9606661,,Jack Dressler,,,jakemdressler@gmail.com,,List import
10897853,Inactive Investor,Lindsay Payne,Financial Planning Officer;Vice President,Rockefeller Financial LLC Richmond VA 200 S 10th St,ldillon@rockco.com,,Salesforce
10870605,Inactive Investor,Richard Leeper,Financial Consultant,Stephens Hot Springs National Park AR 161 Television Hill Rd,rleeper@stephens.com,,Salesforce
11093953,Inactive Investor,Peter Hembrough,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Morrison IL 117 E Main St",peter.e.hembrough@ampf.com,,Salesforce
4561036,,Viktor S,,,sale@time.finance,,Web Form Fillout
11174839,Inactive Investor,Jeremy Kelley,Financial Advisor,Edward Jones Yakima WA 3913 Creekside Loop,,,Salesforce
243784,,Jim Gregory,Director of Business Development,ETF Global,jgregory@etfg.com,19178483718,Manual List Upload
11028834,Inactive Investor,Sam Chu,Assistant Vice President,"Wells Fargo Clearing Services, LLC Sacramento CA 1831 S St",sam.chu@wellsfargo.com,,Salesforce
10881227,Inactive Investor,Jeffrey Grodsky,,"Avantax Investment Services, Inc. Glen Burnie MD 802 Landmark Dr",,,Salesforce
11054351,Inactive Investor,Jeffrey Liber,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",jeffrey.liber@wellsfargoadvisors.com,,Salesforce
10898613,Inactive Investor,Muhammad Malik,,Citigroup Global Markets Inc. San Francisco CA 1 Market,,,Salesforce
335193,,Marilyn Rosh,Senior Vice President & Controller,"Natixis Advisors, Llc",mrosh@activeindexing.com,617-449-2802,Manual List Upload
10927256,Inactive Investor,Jennifer Larramore,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11097644,Inactive Investor,Jane Errebo,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,jane.errebo@fidelity.com,,Salesforce
223497,,Eli Gika,Sales Manager,Overall,elionagk@hotmail.com,,
11145500,Inactive Investor,Jacob Phillippi,Financial Advisor,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",,,Salesforce
10960627,Inactive Investor,Raul Garza,,"Farmers Financial Solutions, LLC San Jose CA 3535 Ross Ave",rgarza4@farmersagent.com,,Salesforce
10757382,Inactive Investor,Elizabeth Reed,Client Associate;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",elizabeth.reed@ml.com,,Salesforce
9596322,,Eugene Burger,,,eburger@caxalt.com,,List import
10879597,Inactive Investor,Bridget Williams,,J.P. Morgan Securities LLC Sacramento CA 3601 Fair Oaks Blvd,bridget.williams@jpmorgan.com,,Salesforce
10961871,Inactive Investor,Madeline Dauby,,Commonwealth Financial Network Tell City IN 1009 Main St,mdauby@commonwealth.com,,Salesforce
10780749,Inactive Investor,David Ho,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 6430 San Felipe St",david.ho@wellsfargoadvisors.com,,Salesforce
10944011,Inactive Investor,Jeffery Harrison,,LPL Financial LLC York PA 2801 E Market St,jeffery.harrison@lpl.com,,Salesforce
10886325,Inactive Investor,Dennis Jordan,,"Liberty Partners Financial Services, LLC",,,Salesforce
10898587,Inactive Investor,Yongbae Kim,,NYLIFE Securities LLC Ridgefield NJ 663 Grand Ave,,,Salesforce
248681,,eric mergenthaler,derivatives broker,Bloomberg Tradebook,emergenthale@bloomberg.net,,Manual List Upload
10494420,,Ryan Chowdhury,"Chief Compliance Officer, Managing Director",Fifth Force Management,ryan@fifthforcemanagement.com,,List Import
10938889,Inactive Investor,Robert Downey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10888250,Inactive Investor,Sally Laughlin,Financial Advisor,Edward Jones Auburn CA 200 Auburn Folsom Rd,sally.laughlin@edwardjones.com,,Salesforce
10659666,,Tyler Minetti,,,tyler.minetti@fmr.com,,List Import
11163234,Inactive Investor,Caleb Hoekstra,Client Assistant,Robert W. Baird & Co. Incorporated Winston Salem NC 380 Knollwood St,,,Salesforce
10801463,Inactive Investor,Kelly Simms,Assistant Manager,J.P. Morgan Securities LLC Redwood City CA 1001 El Camino Real,kelly.simms@jpmorgan.com,,Salesforce
11169877,Inactive Investor,Christie Collins-Akins,Financial Advisor,Edward Jones Clinton IA 1320 11th St NW,christie.collins@edwardjones.com,,Salesforce
9621032,,Joe McGinnis,,,joe.mcginnis@omegaflex.com,,List import
219065,,Jarron Ashcroft,,[Unknown],jlmcroft@icloud.com,,
10603633,,Dario Villani,"Chief Executive Officer, Co-Founder",Duality Group,dario@dualitygroup.com,,List Import
10696142,,Kerr Tigrett,,IronHorse Capital,kerr@conductoretfs.com.com,,List Import
9576152,,Robert Davidge,,,rdavidge@financialguide.com,,List import
10902317,Inactive Investor,Phillip Thompson,Financial Advisor,Edward Jones Danville VA 500 Piney Forest Rd,phillip.d.thompson@edwardjones.com,,Salesforce
10983422,Inactive Investor,Kevin Eismann,Owner,"GoalBridge Wealth Management, LLC",,,Salesforce
11130801,Inactive Investor,Bryan Dodge,,LPL Financial LLC Boise ID 3101 W Main St,bryan.dodge@lpl.com,,Salesforce
10918133,Inactive Investor,Helen Ross,,Cetera Advisor Networks LLC Clermont FL 3362 Saint Vincent Ln,,,Salesforce
11148291,Inactive Investor,Jacqueline Ogletree,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,jkogletree@ft.newyorklife.com,,Salesforce
10983093,Inactive Investor,Cole Conner,,TD Private Client Wealth LLC Charlotte NC 11325 N Community House Rd,cole.conner@td.com,,Salesforce
9647328,,Byron Christopher,,,cryptobtchristopher@protonmail.com,,List import
11230271,Inactive Investor,Nathan James,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,ngjames@ft.newyorklife.com,,Salesforce
87606,,Cathleen Wenger,Financial Consultant,Thrivent Investment Management Inc.,cathleen.wenger@thrivent.com,512-339-9339,
10775650,Inactive Investor,Jake Gustafson,Investment Management Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jake.gustafson@ml.com,,Salesforce
10956612,Inactive Investor,Ryan Nyboer,Financial Advisor,Edward Jones Virginia Beach VA 3020 Shore Dr,ryan.nyboer@edwardjones.com,,Salesforce
10886200,Inactive Investor,Alexander Leuser,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11082536,Inactive Investor,Jennifer Scott,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",jennifer_scott@ml.com,,Salesforce
10851182,Inactive Investor,Alexander Carter,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,alexander.carter@fidelity.com,,Salesforce
10930379,Inactive Investor,Ralph Mollica,,"Parsonex Securities, Inc.",ralph@parsonex.com,,Salesforce
10869427,Inactive Investor,Jermaine Brown,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jermaine_brown@vanguard.com,,Salesforce
10791134,Inactive Investor,Bruce Jurin,,Goldman Sachs & Co.,bruce.jurin@gs.com,,Salesforce
11139348,Inactive Investor,Matthew Lyman,Senior Vice President,"Raymond James & Associates, Inc. Coeur D Alene ID 2100 Northwest Blvd",matt.lyman@raymondjames.com,,Salesforce
11254990,Inactive Investor,Anthony Feudo,Financial Advisor,"Bryn Mawr Capital Management, LLC",,,Salesforce
10874677,Inactive Investor,John Stookesberry,Financial Advisor,Edward Jones Bloomfield IA 110 S Madison St,john.stookesberry@edwardjones.com,,Salesforce
11062448,Inactive Investor,Michael O'Toole,,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,michael.otoole@ubs.com,,Salesforce
11047846,Inactive Investor,Jason Smith,Registered Client Associate,"Wells Fargo Clearing Services, LLC",jason.smith@wellsfargoadvisors.com,,Salesforce
11068980,Inactive Investor,Kathryn Commeau,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
9588099,,Rory Durkin,,,rdurkin0@gmail.com,,List import
11112090,Inactive Investor,Joshua Jackson,,Country Capital Management Company Moline IL 2326 53rd St,josh.jackson@countryfinancial.com,,Salesforce
9641745,,Frank Fauble,,,fxfauble11@gmail.com,,List import
10927496,Inactive Investor,Joshua Parchen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10619189,,Craig Morgan,,,craig.morgan@benjaminfedwards.com,,List Import
10659383,,Kamal Sadi,,,kenny.sadi@ml.com,,List Import
11057233,Inactive Investor,Michael Guzman,,Country Capital Management Company Oregon IL 115 S 4th St,mike.guzman@countryfinancial.com,,Salesforce
10882995,Inactive Investor,Matthew Mcbride,Financial Advisor,Edward Jones Saint Peters MO 300 1st Executive Ave,matthew.mcbride@edwardjones.com,,Salesforce
10872108,Inactive Investor,Thomas Sarkes,,"Wells Fargo Clearing Services, LLC Bethesda MD 4965 Elm St",,,Salesforce
11155836,Inactive Investor,Kendall Pfutzenreuter,Financial Advisor;Senior Portfolio Manager;Senior Vice President;Wealth Management Advisor,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",kendall.pfutzenreuter@rbc.com,,Salesforce
11163258,Inactive Investor,Thomas Trax,Financial Advisor,LPL Financial LLC San Diego CA 2221 Camino del Rio S,thomas.trax@lpl.com,,Salesforce
10779434,Inactive Investor,Timothy Monahan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",tim.monahan@ml.com,,Salesforce
9627131,,Moraima Sosa,,,moraimasosa82@gmail.com,,List import
10869997,Inactive Investor,Greg Ragusa,,B. C. Ziegler and Company,gragusa@ziegler.com,,Salesforce
10778810,Inactive Investor,Russell Cappelen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Vero Beach FL 1701 Florida A1A,russell.cappelen@ubs.com,,Salesforce
11222098,,Brittney Garrett,,,bgarrett@ancora.net,,List Import
9625239,,Andre Kaiser,,,ankaiser@hotmail.com,,List import
142654,,Shane Brewster,,[Unknown],shanembrewster@gmail.com,,source
10906505,Inactive Investor,Michael Utke,Financial Advisor,Edward Jones Milton FL 4491 Chumuckla Hwy,mike.utke@edwardjones.com,,Salesforce
2120058,,7618442364 Mllick,,,solamamallick@gmail.com,,
9567680,,Damien Schuster,,,damien@offsetra.com,,List import
10856760,Inactive Investor,Christopher McIlraith,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",christopher.mcilraith@ampf.com,,Salesforce
11114904,Inactive Investor,Ryan Rettig,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,ryan.rettig@fidelity.com,,Salesforce
11205049,Inactive Investor,Mario Bear,,"Pruco Securities, LLC. Chicago IL 2510 S Western Ave",mario.bear@prudential.com,,Salesforce
10780660,Inactive Investor,Kettra Baker,,LPL Financial LLC Farmer City IL Private Residence,kettra.baker@lpl.com,,Salesforce
11160149,Inactive Investor,Stephen Dolan,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",stephen.dolan@nm.com,,Salesforce
10852372,Inactive Investor,Joshua Tatge,Financial Advisor,"Ameriprise Financial Services, LLC Alexandria MN 817 Broadway St",joshua.j.tatge@ampf.com,,Salesforce
336764,,Lance Roberts,Chief Economist,Ria Advisors,lanceroberts@myclarityfinancial.com,281-501-1791,Manual List Upload
9627513,,Abraham sanchez,,,ab.sanchez309@gmail.com,,List import
1903181,,7250434320AJAYRAM RamAJAY,,,ajayram22334455@gmail.com,,
11233436,Inactive Investor,Floyd Mcintyre,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,fmcintyre@ft.newyorklife.com,,Salesforce
9544789,,Fabrice Payet,,,payet.fab@gmail.com,,List import
10644169,,Kirsten Cooper Thiam,,,kirsten.thiam@schwab.com,,List Import
11010055,Inactive Investor,Andreas Allen,,"N.I.S. Financial Services, Inc.",,,Salesforce
9604419,,ZIAD ISKANDAR,,,ziad.iskandar@bnymellon.com,,List import
9549596,,minsu han,,,hms7393@naver.com,,List import
11041965,Inactive Investor,Marlon Boyle,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,marlon.boyle@chase.com,,Salesforce
10764997,Inactive Investor,Jennifer Huerta,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",jenohuerta@royalaa.com,,Salesforce
348133,,John Clark,Director,Cvc Advisors (u.s.) Inc.,jclark@cvc.com, -656332,Manual List Upload
10756720,Inactive Investor,Glenn Stephenson,Managing Director;Managing Member,"IBEX Wealth Advisors, LLC",glenn.stephenson@ibexwealth.com,,Salesforce
10758572,Inactive Investor,Sam Luby,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Miami FL 1 SE 3rd Ave",sam.luby1@wellsfargoadvisors.com,,Salesforce
11086402,Inactive Investor,Mary Buchholz,,J.P. Morgan Securities LLC Cincinnati OH 7269 Kenwood Rd,mary.e.buchholz@jpmorgan.com,,Salesforce
342531,,Meet Tom,CFO,Intellicents Investment Solutions Inc,tom.singsank@intellicents.com,507-377-2919,Manual List Upload
10864981,Inactive Investor,Mia Hershiser,,Robert W. Baird & Co. Incorporated Sacramento CA 300 University Ave,mhershiser@rwbaird.com,,Salesforce
373890,,Kaitlin meyer,,[Unknown],ksmeyer10@gmail.com,,source
9577241,,Miguel Ortiz,,,ortizmiguel98@putlopl.com,,List import
10996351,Inactive Investor,Kyle Stokley,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
11159368,Inactive Investor,Garrett Engle,,J.P. Morgan Securities LLC Washington DC 2201 Georgia Ave NW,,,Salesforce
11223223,,Aidan Rodriguez,,,aidan.rodriguez@blackrock.com,,List Import
9630806,,Jason Young,,,jyoung12387@gmail.com,,List import
9562635,,William Sterling,,,william.sterling@pnc.com,,List import
10619297,,James Doherty,,,james.g.doherty@morganstanley.com,,List Import
11014971,Inactive Investor,Brandyn Evora-Rosa,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brandyn.evora@nm.com,,Salesforce
10874318,Inactive Investor,Michael Giblin,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
11173438,Inactive Investor,Jacob Taylor,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",jacob.x.taylor@nm.com,,Salesforce
9610163,,Mehul Mistry,,,mistrymehul8@gmail.com,,List import
11179793,Inactive Investor,Jason Toups,Chief Compliance Officer;Managing Member,Toups Capital Advisors LLC,jason@toupscapitaladvisors.com,,Salesforce
10883381,Inactive Investor,Rulon Craven,Financial Advisor,"Ameriprise Financial Services, LLC Idaho Falls ID 950 Pier View Dr",scott.craven@ampf.com,,Salesforce
11041380,Inactive Investor,Derek Lawson,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,derek.lawson@fidelity.com,,Salesforce
10921024,Inactive Investor,Maureen Whelan,Chief Compliance Officer;Financial Advisor;Owner,M.A. Whelan Financial Planning,maureen@mawhelanfinancial.com,,Salesforce
10760909,Inactive Investor,Adolfo Montesa,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 501 N Main St",aj.montesa@ml.com,,Salesforce
10615807,,Brian Devane,,,brian.b.devane@jpmorgan.com,,List Import
349095,,Gary Bialik,CFO & CCO,"Highpost Capital, Llc",gary@highpost.com,212-634-3305,Manual List Upload
10974175,Inactive Investor,Chase Heiden,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",c.heiden@amtruinvest.com,,Salesforce
11053839,Inactive Investor,Ralph Loffredo,,"Calton & Associates, Inc. Spring Hill FL 10483 Heley St",rloffredo@calton.com,,Salesforce
11079879,Inactive Investor,Cristian Torres Sanchez,,J.P. Morgan Securities LLC Downey CA 8450 Firestone Blvd,cristian.r.torressanchez@chase.com,,Salesforce
11011006,Inactive Investor,Jonathan Frank,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,,,Salesforce
9253865,,Shawn Tyler,,,tylersean736@gmail.com,,Web Form Fillout
11082390,Inactive Investor,April Bierle,,"Sanctuary Securities, Inc. Fort Worth TX 1415 Ballinger St",abierle@sanctuarywealth.com,,Salesforce
10906392,Inactive Investor,William Canale,,"Etico Partners, LLC",wcanale@eticony.com,,Salesforce
11146721,Inactive Investor,Anthony Kiser,Business Accountability Specialist,"Wells Fargo Clearing Services, LLC Salt Lake City UT 260 N Charles Lindbergh Dr",,,Salesforce
10488279,,Jean Fonteneau,"Chief Compliance Officer, Chief Operating Officer",Sabrepoint Capital Management,jean@sabrepointcapital.com,,List Import
351172,,Elyse Debona,"Vice President, Finance",Seabridge Investment Advisors Llc,edebona@seabridge.com,908-273-5085,Manual List Upload
11041495,Inactive Investor,Jeffrey Zachary,,State Farm VP Management Corp. Flowood MS 101 Lake Ct,jeff.zachary.cisu@statefarm.com,,Salesforce
351918,,Gavin Worthy,Vice President,"Cushing Asset Management, Lp",gworthy@swankcapital.com,214-692-6334,Manual List Upload
11095171,Inactive Investor,Melvin Pittman,,"World Equity Group, Inc. Peachtree Corners GA Private Residence",melvinpittman@weg1.com,,Salesforce
11102030,Inactive Investor,Thomas Cowan,,"Charles Schwab & Co., Inc. Cheyenne WY 1802 Dell Range Blvd",,,Salesforce
10756739,Inactive Investor,Christopher Newton,Financial Advisor,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,cj.newton@ubs.com,,Salesforce
11022976,Inactive Investor,Kevin Pilon,Financial Advisor,Thrivent Investment Management Inc. Duluth MN 2711 W Superior St,kevin.pilon@thrivent.com,,Salesforce
238706,,jeff.danford@gmail.com Danford,,[Unknown],jeff.danford@gmail.com,,
236888,, -,,[[Unknown]],edbutka@gmail.com,,
11200110,Inactive Investor,Musa Abdul-Basser,Chief Compliance Officer;Chief Legal Officer;General Counsel;Regulatory Contact,Wahed,musa@wahedinvest.com,,Salesforce
11161637,Inactive Investor,Michael Curry,Corporate Retirement Director;Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,michael.curry@morganstanley.com,,Salesforce
10784129,Inactive Investor,Teri Salach,Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Leawood KS 11161 Overbrook Rd,teri.salach@morganstanley.com,,Salesforce
9608051,,??????? ???????,,,zeratyl2724@gmail.com,,List import
10801817,Inactive Investor,Vincent Silva,Financial Professional,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",vsilva@massmutual.com,,Salesforce
10755509,Inactive Investor,Isabel Haigler,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
11082500,Inactive Investor,S Hawkins,Financial Advisor,"Pruco Securities, LLC. Umatilla FL 545 Umatilla Blvd",mark.hawkins@prudential.com,,Salesforce
9551023,,Thomas O'Neill,,,thomas.oneill@lfg.com,,List import
10864464,Inactive Investor,Ronald Kay,,PFS Investments Inc. Nashua NH 154 Broad St,ronald.kay@primerica.com,,Salesforce
10920662,Inactive Investor,Jedd Goldinger,Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC New York NY 2415 Broadway",jedd.goldinger@wellsfargo.com,,Salesforce
119821,,Stuart Schiffman,"Chief Compliance Officer, Managing Director, Managing Member, Owner","Compound Wealth Advisors, LLC.",stuart@compoundwa.com,,
10612675,,Eva Teilborg,"Associate Vice President, Financial Advisor",,eva.teilborg@ampf.com,,List Import
191625,,Joseph Giancarli,,Giancarli Real Estate Group,jgiancarli@yahoo.com,6096582612,
10752649,Inactive Investor,Christine Nawrot,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",christine.nawrot@wellsfargoadvisors.com,,Salesforce
11109581,Inactive Investor,Marcia Geisert,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Newport News VA 11832 Rock Landing Dr",marcia.j.geisert@ampf.com,,Salesforce
11009271,Inactive Investor,Isabelthao Nguyen,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,isabel.nguyen.xjyh@statefarm.com,,Salesforce
11171565,Inactive Investor,Christina Tucker,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
240413,,Maximiano Maribojoc,,[Unknown],maribojocmaximiano847@gmail.com,,Direct
10922514,Inactive Investor,Edward Wong,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,ewong1@ft.newyorklife.com,,Salesforce
11060280,Inactive Investor,Kyle Zeller,Client Service Associate;Financial Advisor;Financial Advisor Associate,Morgan Stanley Denver CO 1550 Market St,kyle.zeller@morganstanley.com,,Salesforce
11040747,Inactive Investor,William Haese,President,Haese Financial Group Inc,,,Salesforce
11229473,Inactive Investor,Coleton Frye,,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,,,Salesforce
11119176,Inactive Investor,Andrew Coyne,Executive Director - Financial Planning,Edelman Financial Engines Annapolis MD 900 Bestgate Rd,acoyne@edelmanfinancialengines.com,,Salesforce
10931324,Inactive Investor,Cleophous Pompey,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,cleophous.pompey@primerica.com,,Salesforce
10988493,Inactive Investor,Giorgio Corbo,,J.P. Morgan Securities LLC Wilton CT 33 Old Ridgefield Rd,giorgio.corbo@jpmorgan.com,,Salesforce
10907081,Inactive Investor,Joshua Stein,Financial Advisor,LPL Financial LLC Canonsburg PA 1700 Ashwood Dr,joshua.stein@lpl.com,,Salesforce
11157656,Inactive Investor,Daniel Carnes,Financial Planner;Investment Analyst,"ElderAdo Financial, Inc",daniel@elderadofinancial.com,,Salesforce
10772217,Inactive Investor,Anne Baxter,,PFS Investments Inc. York PA 4188 Lincoln Hwy,anne.baxter@primerica.com,,Salesforce
11062108,Inactive Investor,Zack Sikorski,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10936737,Inactive Investor,Robert Lagrant,,LPL Financial LLC Milwaukee WI 790 N Water St,robert.lagrant@lpl.com,,Salesforce
11119750,Inactive Investor,Matthew Bosway,,"Raymond James Financial Services, Inc. Minneapolis MN 10160 Foley Blvd NW",matthew.bosway@raymondjames.com,,Salesforce
9631864,,Ted Kim,,,tkim@drkfg.com,,List import
11122870,Inactive Investor,Ian Hunter,,Citigroup Global Markets Inc.,,,Salesforce
10790800,Inactive Investor,John Havranek,Senior Vice President - Investments,"Raymond James & Associates, Inc. Dothan AL 1676 Whatley Dr",,,Salesforce
10761082,Inactive Investor,Alfred Douglass,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",ted_douglassiv@ml.com,,Salesforce
11114238,Inactive Investor,Ethan Inman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11204602,Inactive Investor,Charlie Diehl,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",charlie.diehl@nm.com,,Salesforce
220835,,Michael Lee,,[Unknown],mlee314159@gmail.com,,Direct
9603148,,Chase Conti,,,cconti@waldronpw.com,,List import
11165200,Inactive Investor,Frank Valvano,Financial Advisor,LPL Financial LLC Harrisburg PA 2040 Linglestown Rd,frank.valvano@lplfinancial.com,,Salesforce
11067336,Inactive Investor,Steven Weingartz,,"Osaic Wealth, Inc. Marysville MI 501 Gratiot Blvd",,,Salesforce
10888854,Inactive Investor,Andrew Scalia,Partner;Senior Consultant;Team Leader,Creative Planning Delano MN Private Residence,andrew.scalia@creativeplanning.com,,Salesforce
11115377,Inactive Investor,Lauren Faris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11265422,,Gerald Keshawn,,,geraldkeshawn32@gmail.com,,Web Form Fillout
1776202,,Simona Nikolova,,,mukiduki25@gmail.com,,
11218033,,David Sliney,,,slineyd@stifel.com,,List Import
10718316,,Fran Ludman,,,fludman528@gmail.com,,Web Form Fillout
10874810,Inactive Investor,Mary Mermel,Financial Advisor;Founder;Principal,"Sullivan Mermel, Inc.",b@sullivanmermel.com,,Salesforce
10914127,Inactive Investor,Brendan Ward,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",,,Salesforce
11072848,Inactive Investor,Michael Domino,Investment Advisor Representative,Lincoln Investment Columbus OH 2929 Kenny Rd,mdomino@lincolninvestment.com,,Salesforce
10939603,Inactive Investor,Paul Kinneberg,Chief Executive Officer;President,"Longview Financial, Inc.",weplan4u@longviewfinancial.com,,Salesforce
10976749,Inactive Investor,Tina Effinger,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",tina.effinger@schwab.com,,Salesforce
11043657,Inactive Investor,Jeffrey Stephan,Investment Advisor,LPL Financial LLC Eustis FL 508 Lakeshore Dr,jeffrey.stephan@lpl.com,,Salesforce
10494448,,Stewart Fields,"Chief Compliance Officer, Investment Advisor Representative, Managing Member","OpenAir Financial, LLC",stewart@openairadvisers.com,,List Import
9598259,,Jeffrey Parkhurst,"Chief Compliance Officer, President",Halcyon Global Advisors,jeff@jeffreyparkhurst.com,,List import
9644032,,Jos Evans,,,jos@aixtrade.com,,List import
11208501,Inactive Investor,Debbie Ng,,Citigroup Global Markets Inc.,debbie.m.ng@citi.com,,Salesforce
11183296,Inactive Investor,Diane Kazak,,"Cadaret, Grant & Co., Inc. Buffalo NY 6500 Sheridan Dr",dkazak@cadaretgrant.com,,Salesforce
10872804,Inactive Investor,Joel Mattix,,LPL Financial LLC San Diego CA 4707 Executive Dr,joel.mattix@lpl.com,,Salesforce
11019340,Inactive Investor,Robert Persichitte,Chief Compliance Officer;Financial Planner;Owner,Delagify Financial,,,Salesforce
10948440,Inactive Investor,Kyle Morton,Investment Associate,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
213623,,Danny OConnor,,[Unknown],danny@richeymay.com,,News & Research
11134484,Inactive Investor,Ronald Filante,,"Hudson Heritage Capital Management, Inc.",rfilante@hhcminc.com,,Salesforce
9622056,,Ali Hosseini,,,ahosseini_ali@yahoo.com,,List import
234819,, -,,[[Unknown]],abdulkarimismail60@gmail.com,,
11068513,Inactive Investor,Dominique Hebert,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,dominique.hebert@fidelity.com,,Salesforce
10919503,Inactive Investor,Matthew Harvey,,"Osaic Wealth, Inc. Valparaiso IN 602 Lincolnway",,,Salesforce
10842125,Inactive Investor,Shawn Daly,,"MML Investors Services, LLC",,,Salesforce
10799814,Inactive Investor,Injil Muhammad,,"Avantax Investment Services, Inc. New York NY 274 Madison Ave",,,Salesforce
243675,,Toby Bochan,Managing Editor,CoinDesk,toby.bochan@coindesk.com,,Manual List Upload
244165,,Roberta Antunes,Chief Growth Officer,Hashdex,beta@hashdex.com,415 8897132,Manual List Upload
11066956,Inactive Investor,Charles Meyer,Chief Compliance Officer;Managing Partner;President,"Tufton Capital Management, LLC",chad@tuftoncapital.com,,Salesforce
163708,,Rory McLaughlin,,[Unknown],rorym@alder-investment.co.uk,,Organic Search
245296,,Robert Sophia,Chairman and CEO,Snappy Kraken,robert@snappykraken.com,,Manual List Upload
10757885,Inactive Investor,Katherine Morris,Financial Advisor,"Ameriprise Financial Services, LLC Wexford PA 7500 Brooktree Rd",katherine.r.morris@ampf.com,,Salesforce
9619389,,Ian Cairns,,,ian.cairns@point72.com,,List import
10821832,Inactive Investor,Jeffrey Shore,Financial Advisor,Edward Jones Prairie Village KS 4200 Somerset Dr,jeffrey.shore@edwardjones.com,,Salesforce
224458,,sunil doddi,,[Unknown],sunilk.doddi@gmail.com,,source
10617342,,Donald MacKay,,,donald.l.mackay@ampf.com,,List Import
11169140,Inactive Investor,Charles Layton,Senior Consultant;Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",charles_laytoniii@ml.com,,Salesforce
11112886,Inactive Investor,Chris Crain,,"Wells Fargo Advisors Financial Network, LLC Cedarburg WI W67N222 Evergreen Blvd",chris.crain@wfafinet.com,,Salesforce
10971488,Inactive Investor,Russell Demeyere,Group Manager;Investment Advisor,Fisher Investments,,,Salesforce
10806328,Inactive Investor,Charles Root,,LPL Financial LLC Santa Rosa CA 2300 Bethards Dr,charles.root@lpl.com,,Salesforce
11098707,Inactive Investor,William Foggo,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Bluffton SC 27 Towne Dr",will.foggo@raymondjames.com,,Salesforce
11021497,Inactive Investor,Jefferson Fuller,,Cetera Investment Services LLC Nashville TN 3021 West End Ave,,,Salesforce
233320,,John law -,,John law [[Unknown]],john.lisa1957@yahoo.com,,Direct
10489385,,Bruce Lewin,,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",blewin7@yahoo.com,,List Import
11141724,Inactive Investor,Travis Tanner,Financial Advisor,Edward Jones Wichita KS 3460 N Ridge Rd,travis.tanner@edwardjones.com,,Salesforce
11123770,Inactive Investor,Cameron Bourque,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,cameron.a.bourque@jpmorgan.com,,Salesforce
11100785,Inactive Investor,William Heslin,,LPL Financial LLC Medford NY 1719 N Ocean Ave,william.heslin@lpl.com,,Salesforce
9624830,,Víctor Duarte,,,vmduartec@gmail.com,,List import
10934598,Inactive Investor,John Coyle,,"Osaic Wealth, Inc. Richboro PA Private Residence",,,Salesforce
10805877,Inactive Investor,Jason Merck,,"Northwestern Mutual Investment Services, LLC Minot ND 1820 13th St SE",,,Salesforce
10896605,Inactive Investor,Jay Tini,Managing Member,Ritholtz Wealth Management,jay@ritholtzwealth.com,,Salesforce
11235936,Inactive Investor,Gayle Jendzejec,President,Prosperity Capital Advisors Bonita Springs FL 9220 Bonita Beach Rd SE,,,Salesforce
11159700,Inactive Investor,Dennis Sikorski,,"First Heartland Capital, Inc. Valparaiso IN 203 Jefferson St",,,Salesforce
10771848,Inactive Investor,Chad Hufford,Financial Planner,PlanMember Securities Corporation Anchorage AK 2665 E Tudor Rd,chufford@planmembersec.com,,Salesforce
10937673,Inactive Investor,Maria Garzon Rincon,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9578348,,Dr. Tal Lebel,,,drtallebel@gmail.com,,List import
11125488,Inactive Investor,Monika Moore,,Edward Jones Mooresville NC 108 Argus Ln,monika.moore@edwardjones.com,,Salesforce
10614556,,Eugene Singer,Financial Advisor,,esinger430@aol.com,,List Import
10901591,Inactive Investor,Gregory Post,Chief Executive Officer;President;Vice President,"Northwest Wealth Management, LLC",,,Salesforce
11060514,Inactive Investor,Curtis Brown,Financial Advisor,Edward Jones Saint Cloud MN 204 Waite Ave S,curtis.brown@edwardjones.com,,Salesforce
11079888,Inactive Investor,Azadeh Arashvand,,J.P. Morgan Securities LLC Calabasas CA 23703 Calabasas Rd,azadeh.arashvand@chase.com,,Salesforce
11155497,Inactive Investor,Ethan Triche,,"Sorrento Pacific Financial, LLC Vacherie LA 2785 Hwy 20",etriche@mybd.com,,Salesforce
11028065,Inactive Investor,Alexander Burum,Financial Professional,PlanMember Securities Corporation Oxnard CA Private Residence,,,Salesforce
11126446,Inactive Investor,Nora Flotteron,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",nora_flotteron@ml.com,,Salesforce
11033330,Inactive Investor,John Rosencrans,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",john.rosencrans@ml.com,,Salesforce
9581082,,Cathy Mendell,,,cathy@elevationcapitalstrategies.com,,List import
11187707,Inactive Investor,Michael Relyea,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",michael.relyea@ml.com,,Salesforce
9594487,,Natalie Holm,,,natalie@thecaprockgroup.com,,List import
11062147,Inactive Investor,Jacob Ritter,Financial Advisor,LPL Financial LLC Reno NV 5470 Kietzke Ln,jacob.ritter@lpl.com,,Salesforce
9617926,,Roman Kuznetsov,,,rkuznetsov@pwcm.com,,List import
10887957,Inactive Investor,Jose Quezada,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,jose.quezada@primerica.com,,Salesforce
11190903,Inactive Investor,John Baker,Financial Advisor,LPL Financial LLC Lacey WA Private Residence,john.baker@lpl.com,,Salesforce
11101716,Inactive Investor,Omar Peguero Hernandez,Financial Advisor,J.P. Morgan Securities LLC Port Saint Lucie FL 1710 SW Gatlin Blvd,omar.peguero-hernandez@jpmorgan.com,,Salesforce
229785,, -,,[[Unknown]],noroton@yahoo.com,,
10919582,Inactive Investor,David Squire,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Dripping Springs TX 3998C E Hwy 290",david.squire@wellsfargoadvisors.com,,Salesforce
9597958,,Shannon Daly,,,sdaly@financialengines.com,,List import
9585932,,Paul Conley,,,pconley@paladincapgroup.com,,List import
11139483,Inactive Investor,Ian McIntosh,Financial Advisor,"Ameriprise Financial Services, LLC Santa Clara CA 3130 De La Cruz Blvd",ian.g.mcintosh@ampf.com,,Salesforce
11100876,Inactive Investor,Krishna Iyer,Financial Advisor,Morgan Stanley Jericho NY 2 Jericho Plz,krishna.iyer@morganstanley.com,,Salesforce
11082731,Inactive Investor,Kaitlin Theobald,Chief Compliance Officer;Director - Client Operations;Director - Operations,Sherrill & Hutchins Financial Advisory Inc,kaitlin@sh-advisors.com,,Salesforce
85421,,Ryan Fuhrmann,President,Fuhrmann Capital,ryan@fuhrmanncapital.com,214-641-2827,Manual List Upload
10788516,Inactive Investor,Christina Mangonon,,LPL Financial LLC Santa Clara CA 5201 Great America Pkwy,christina.mangonon@lpl.com,,Salesforce
11058827,Inactive Investor,Patrick Quahliero,,State Farm VP Management Corp. Hermitage PA 3555 E State St,pat.quahliero.qugs@statefarm.com,,Salesforce
10657390,,Steve Robledo,,,steve.robledo@chase.com,,List Import
11048470,Inactive Investor,Steve Hicks,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,steve.hicks.vadlf5@statefarm.com,,Salesforce
11166847,Inactive Investor,Joseph Johnston,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,jjohnston@lincolninvestment.com,,Salesforce
11103183,Inactive Investor,William Anderson,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
11051727,Inactive Investor,Eric Davis,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",eric.davis@nm.com,,Salesforce
229975,, -,,[[Unknown]],corentinmelot@gmail.com,,
10788839,Inactive Investor,Robert MacDonald,Private Wealth Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 16150 Main Circle Dr",robert.s.macdonald@ampf.com,,Salesforce
10996380,Inactive Investor,Michael Zugan,Financial Advisor,"CLF Asset Management, Inc.",mzugan@clfasset.com,,Salesforce
342759,,Carolin Hirschbiel,Executive Committee Member,"Capital Dynamics, Inc.",chirschbiel@capdyn.com,212-798-3400,Manual List Upload
11148761,Inactive Investor,Richard Geib,,"Kestra Investment Services, LLC Kalamazoo MI 6100 Stadium Dr",,,Salesforce
11031413,Inactive Investor,Nicholas Boden,,J.P. Morgan Securities LLC Golden CO 14417 W Colfax Ave,,,Salesforce
223202,,Dakhil Al Dakhil,CEO,Rasameel,daldakhil@rasameel.com,,
8480887,,Tim Schneider,,edj,tschnei23@yahoo.com,,List Import
241090,,Julio Medina,,[Unknown],contact@hodlandshill.io,,Direct
10922941,Inactive Investor,David Power,,Cetera Investment Services LLC,david.power@ceterais.com,,Salesforce
9612036,,Sheikh Ahmed,,,arif.sahm@gmail.com,,List import
6024,,Nicholas -,,[[Unknown]],mrncast@gmail.com,,Initial Salesforce Import
10839994,Inactive Investor,Rebecca Purvis,Chief Compliance Officer;Director - Client Relations,"Doucet Asset Management, LLC Birmingham AL 2204 Lakeshore Dr",,,Salesforce
11089718,Inactive Investor,Douglas Clelan,Investment Advisor Representative,"Vicus Capital, Inc. Camp Hill PA 210 Grandview Ave",,,Salesforce
321816,,Dr Sahib Arora,President,King Holdings LLC,sahib3@gmail.com,,Manual List Upload
9618625,,Tom Jessop,,,tjessop@gmail.com,,List import
4831901,,CATHERINE CAHILL,,,ccahill120@gmail.com,,Web Form Fillout
9619858,,Lun Yao Chong,,,chong.lunyao@gmail.com,,List import
11127870,Inactive Investor,James Burroughs,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,,,Salesforce
11021319,Inactive Investor,Risa Scott-Smith,Associate Financial Advisor,"Western International Securities, Inc. Santa Rosa CA 829 Sonoma Ave",rscott-smith@wisdirect.com,,Salesforce
10724482,,sunwook kim,,,exchange@hyperithm.com,,Web form fillout
10875188,Inactive Investor,Austin Finn,Financial Planner,Commonwealth Financial Network Brookfield WI 13500 W Capitol Dr,afinn@commonwealth.com,,Salesforce
11134073,Inactive Investor,Kevin Madden,Financial Advisor,"Ameriprise Financial Services, LLC Saint Charles IL 3 N 2nd St",kevin.madden@ampf.com,,Salesforce
10925502,Inactive Investor,Andrew Kral,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 7545 Ashworth Rd",andrew.kral@ml.com,,Salesforce
9633430,,Nopphon Thonkaew,,,nopphon.tkaew@gmail.com,,List import
10971495,Inactive Investor,Marlon Ramos,,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",,,Salesforce
95970,,David Bowman,,South Africa,daveonearth@gmail.com,,
11190239,Inactive Investor,Ryan Jaskinia,Financial Advisor,Edward Jones Minneapolis MN 7825 Washington Ave S,ryan.jaskinia@edwardjones.com,,Salesforce
11128065,Inactive Investor,Stephen Home,,LPL Financial LLC San Jose CA 350 W Julian St,stephen.home@lpl.com,,Salesforce
10933976,Inactive Investor,Julie Baker,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",julie.baker@firstcitizens.com,,Salesforce
166794,,Frank Sanchez,,[Unknown],frank.sanchez07@yahoo.com,,Other
11079861,Inactive Investor,Zackarias Valavanis,Client Associate,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,zackarias.valavanis@nb.com,,Salesforce
11254034,Inactive Investor,Adam Locke,Senior Advisor,"Raymond James & Associates, Inc.",,,Salesforce
9608495,,Bryan Getz,,,bgetz@trendcaplp.com,,List import
1006189,Inactive Investor,Joel Talish,,Joel Talish,jtalish@cogneticcapital.com,6465325150,
10783381,Inactive Investor,Rodney Bond,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,rodney.bond@edwardjones.com,,Salesforce
11254472,Inactive Investor,Palani Lopez,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Long Beach CA 555 E Ocean Blvd",,,Salesforce
11114418,Inactive Investor,Eric Dye,,Cetera Advisor Networks LLC Scottsdale AZ 9059 E Bahia Dr,,,Salesforce
9569690,,Kyle Silvestro,,,gray@kylesilvestro.com,,List import
10619320,,Thomas Seftenberg,,,tseftenberg@driehaus.com,,List Import
10869782,Inactive Investor,Jesse Meis,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jesse.meis@jpmorgan.com,,Salesforce
10867140,Inactive Investor,Kristin Strom,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
127539,,Joann Matthews,"Senior Vice President, Senior Operations Manager","Steward Partners Investment Advisory, Llc",joann.matthews@stewardpartners.com,212-364-0364,Manual List Upload
11102464,Inactive Investor,Kent Chung,,J.P. Morgan Securities LLC Monrovia CA 102 W Foothill Blvd,kent.h.chung@jpmorgan.com,,Salesforce
11002357,Inactive Investor,Sagar Shah,Senior Director - Investments,Corient Morristown NJ 60 Columbia Rd,sagar.shah@corient.com,,Salesforce
10820452,Inactive Investor,Dejan Vujinovic,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",dejan_vujinovic@ml.com,,Salesforce
10857791,Inactive Investor,Andrew Doughty,Director - Research,"Northeast Planning Associates, Inc.",adoughty@northeastplanning.com,,Salesforce
11176386,Inactive Investor,Andrew Metcalf,,LPL Financial LLC Memphis TN 5855 Ridge Bend Rd,andrew.metcalf@lpl.com,,Salesforce
11177048,Inactive Investor,David Luken,Financial Advisor,Edward Jones Columbus IN Private Residence,luken@edwardjones.com,,Salesforce
11084038,Inactive Investor,Victoria Peaper,Chief Executive Officer;Managing Member,"Inlet Private Wealth, LLC",vpeaper@inletprivatewealth.com,,Salesforce
10776446,Inactive Investor,Michael McWhorter,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,michael.mcwhorter@ubs.com,,Salesforce
10763596,Inactive Investor,Gary Ashby,Financial Advisor;First Vice President,Morgan Stanley Lubbock TX 4401 82nd St,gary.ashby@morganstanley.com,,Salesforce
10617813,,David Vucovich,,,david_vucovich@ml.com,,List Import
9640169,,Mitzi Boyd,,,mitzi.boyd@communityfoundationnwga.org,,List import
10912011,Inactive Investor,Elizabeth Wertz,Financial Advisor,LPL Financial LLC Indianapolis IN 1400 W Raymond St,elizabeth.wertz@lpl.com,,Salesforce
11141884,Inactive Investor,Philip Monier,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",philip_monier@ml.com,,Salesforce
11126886,Inactive Investor,Heather Melzer,Compliance Program Manager;Vice President,Robert W. Baird & Co. Incorporated,hmelzer@rwbaird.com,,Salesforce
10843722,Inactive Investor,David Hansen,Investment Advisor Representative,"Osaic Wealth, Inc. Grand Rapids MI 5380 Cascade Rd SE",,,Salesforce
9612505,,Steven Ruh,,,steven.ruh@nb.com,,List import
11237145,Inactive Investor,Jessie Hughes,Director;Wealth Advisor,"Dakota Wealth, LLC Williamsburg VA Private Residence",jhughes@dakotawm.com,,Salesforce
10863815,Inactive Investor,Robert Hasty,,"Farmers Financial Solutions, LLC Ottawa IL 219 W Main St",,,Salesforce
9611839,,Andrew Evans,,,aevans@tagadvisors.us,,List import
10939808,Inactive Investor,George Knipe,Financial Planner,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",steve.knipe@prudential.com,,Salesforce
11261245,Inactive Investor,Kadin Bullock,Associate Advisor,Squire Wealth Advisors,,,Salesforce
368004,Inactive Investor,Ken Armstrong,Digital Assets Specialist,Federal Reserve,ken.armstrong@ny.frb.org,2127026467,Webinar
10645540,,Daniel Alfe,,,dalfe@rwbaird.com,,List Import
11085772,Inactive Investor,Andrew Martin,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,amartin@ft.newyorklife.com,,Salesforce
11074917,Inactive Investor,Grant Fuller,Wealth Manager,Creative Planning Louisville KY Private Residence,grant.fuller@creativeplanning.com,,Salesforce
9646153,,richard irving,,,chapmanmatis@gmail.com,,List import
9568151,,Donald Cremen,,,dcbflo@aol.com,,List import
10804183,Inactive Investor,Brian Bedford,Financial Advisor,Edward Jones Baldwin WI 770 Main St,brian.bedford@edwardjones.com,,Salesforce
10880422,Inactive Investor,Joseph Shore,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",joseph.shore@tiaa.org,,Salesforce
11018746,Inactive Investor,Jeffrey Cline,Chief Compliance Officer;Chief Investment Officer,Responsible Asset Management,jcline@ramtrf.com,,Salesforce
10802224,Inactive Investor,Joseph Collins,Wealth Advisor,LPL Financial LLC Madisonville KY 501 Hospital Dr,joe.collins@lpl.com,,Salesforce
10851625,Inactive Investor,William Grub,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,williamgrub@ft.newyorklife.com,,Salesforce
11143280,Inactive Investor,Dennis Kreiner,Financial Advisor,"Ameriprise Financial Services, LLC Salinas CA Private Residence",dennis.j.kreiner@ampf.com,,Salesforce
10604467,,Brawley Adams,FA,Cetera Advisor Networks LLC,brawley.adams@omnifinserv.com,310-326-3100,List Import
10777656,Inactive Investor,Christopher Hacker,Financial Advisor,"Wells Fargo Clearing Services, LLC Lakeland FL 500 S Florida Ave",christopher.hacker@wellsfargoadvisors.com,,Salesforce
211759,,Stephen Palley,Partner,Anderson Kill,spalley@andersonkill.com,,Content
10859845,Inactive Investor,Cameron Birdwell,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10933997,Inactive Investor,Robert Payne,,"The Investment Center, Inc. Montville NJ 350 Main Rd",rpayne@investmentctr.com,,Salesforce
10816421,Inactive Investor,Doug Couden,Chief Investment Officer;Partner,BakerAvenue,,,Salesforce
10925549,Inactive Investor,Kenneth Boone,Investment Advisor;Owner,"Kenneth E., Boone Wealth Management",ken@kenboone.com,,Salesforce
9553170,,Simon Huynh,,,simonhuynh12@gmail.com,,List import
9612028,,francisco colella,,,francolella1@gmail.com,,List import
11210284,Inactive Investor,Michele Cerrato Mannino,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",michele_l_cerratomannino@ml.com,,Salesforce
11099060,Inactive Investor,Michael Goethals,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Redding CA 310 Hemsted Dr,michael.goethals@morganstanley.com,,Salesforce
10845272,Inactive Investor,Laurence McCalley,,NYLIFE Securities LLC Palm Gardens NV Private Residence,lemccalley@ft.newyorklife.com,,Salesforce
343354,,Lisa -,,Lisa [[Unknown]],landryld@comcast.net,,
10840755,Inactive Investor,Maria Muth,,"The Investment Center, Inc. Somerville NJ Private Residence",,,Salesforce
10959248,Inactive Investor,Alyssa Sanders,Assistant Vice President,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
10921774,Inactive Investor,Vicente Capistran,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,vicente.capistran@primerica.com,,Salesforce
10815546,Inactive Investor,John D'Amico,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,john.j.damico@ubs.com,,Salesforce
11230413,Inactive Investor,Lucas Duarte,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,lduarte02@ft.newyorklife.com,,Salesforce
10985409,Inactive Investor,Robert Bigley,,"Hornor, Townsend & Kent, LLC Glen Rock NJ 55 Harristown Rd",rbigley@htk.com,,Salesforce
10611864,,Paul Fitzsimmons,"Corporate Retirement Director, Financial Advisor, Senior Vice President",,paul.fitzsimmons@morganstanley.com,,List Import
9544498,,Mow Wong,,,mowqua@outlook.com,,List import
11087126,Inactive Investor,Eric Alberico,Private Client Advisor,J.P. Morgan Securities LLC Mount Pleasant SC 960 Houston Northcutt Blvd,eric.alberico@jpmorgan.com,,Salesforce
9607258,,brian bolcar,,,bbolcar@yahoo.com,,List import
9415771,,Qiao Wang,,Qiao Wang,qw.qiao.wang@gmail.com,,List Import
10777222,Inactive Investor,John Gallagher,Vice President;Wealth Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,john.j.gallagher@jpmorgan.com,,Salesforce
11093437,Inactive Investor,Jeffrey Hendrix,,"OneAmerica Securities, Inc. Cantonment FL 3155 Gateway Ln",,,Salesforce
10807587,Inactive Investor,Michael Somekh,Senior Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Florham Park NJ 25B Vreeland Rd",michael.somekh@wfafinet.com,,Salesforce
9631110,,Allen Anderson,,,andrew.anderson829@gmail.com,,List import
373173,,Haipeng Li,,[Unknown],leehp327@gmail.com,,source
10796241,Inactive Investor,Daniel Raupp,,"Concorde Investment Services, LLC East Setauket NY 61 Rte 25a",draupp@concordeis.com,,Salesforce
10879894,Inactive Investor,Tina Haines-Anglin,Financial Advisor,"Navy Federal Investment Services, LLC Stafford VA 100 Corporate Dr",tina_anglin@navyfederal.org,,Salesforce
235357,, -,,[[Unknown]],inaina46491@gmail.com,,Organic Search
11078466,Inactive Investor,Mary Holcomb,Sales Assistant,LPL Financial LLC Hattiesburg MS 307 W Pine St,renee.holcomb@lpl.com,,Salesforce
11160949,Inactive Investor,Sophie Sun,,Commonwealth Financial Network Lowell MA 222 Merrimack St,ssun@commonwealth.com,,Salesforce
11022342,Inactive Investor,Burton Holtz,Chief Risk Officer;Senior Vice President,Key Investment Services LLC,burton.holtz@key.com,,Salesforce
11195473,Inactive Investor,Sean Walsh,Senior Advisor,"Scarsdale Investment Group, Ltd. Sharon MA Private Residence",sean@allbondportfolios.com,,Salesforce
10785353,Inactive Investor,Fumi Suzuki,Assistant Vice President;Financial Advisor;Registered Client Associate,"U.S. Bancorp Advisors, LLC San Francisco CA 350 California St",fumi.suzuki@uboc.com,,Salesforce
227670,, -,,[Unknown],joelle.grunberg@yahoo.fr,,
11196315,Inactive Investor,Anthony Jabaley,,State Farm VP Management Corp. Woodstock GA 10917 Hwy92,anthonyjabaley@statefarm.com,,Salesforce
10852025,Inactive Investor,Jason Rogoff,Financial Consultant,Thrivent Investment Management Inc. Westbury NY 1400 Old Country Rd,jason.rogoff@thrivent.com,,Salesforce
11079000,Inactive Investor,Anthony Matise,,LPL Financial LLC Metairie LA 3000 Kingman St,anthony.matise@lpl.com,,Salesforce
10790334,Inactive Investor,Kevin Hunt,Financial Advisor,"Osaic Wealth, Inc. South Jordan UT 897 W Baxter Dr",,,Salesforce
11166477,Inactive Investor,Oscar Santos,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10910667,Inactive Investor,Clayton Cope,,LPL Financial LLC Lincoln NE 8540 Executive Woods Dr,clayton.cope@lpl.com,,Salesforce
10960389,Inactive Investor,Sophie Wilson,,Deutsche Bank Securities Inc.,sophie@deutschewealth.com,,Salesforce
10802275,Inactive Investor,Christopher Criswell,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,christopher.criswell@ubs.com,,Salesforce
10869120,Inactive Investor,Kenton Cashell,,"RBC Capital Markets, LLC Cincinnati OH 255 E 5th St",kent.cashell@rbccm.com,,Salesforce
9647350,,Dary Milk,,,kotilushin@gmail.com,,List import
10907482,Inactive Investor,Austin Streeper,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
10993530,Inactive Investor,Stephen Miller,,"Northwestern Mutual Investment Services, LLC Spartanburg SC 104 N Daniel Morgan Ave",steve.miller@nm.com,,Salesforce
10894714,Inactive Investor,Narciso Munoz,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",narciso.munoz@raymondjames.com,,Salesforce
11125490,Inactive Investor,Keri May,Financial Advisor,Edward Jones Sandusky OH 173 E Washington Row,keri.may@edwardjones.com,,Salesforce
11013389,Inactive Investor,Sunshine Newton,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10760197,Inactive Investor,John Kwiatkowski,Senior Vice President - Investments,"Raymond James & Associates, Inc. Westlake Village CA 3027 Townsgate Rd",,,Salesforce
10896005,Inactive Investor,Brock Stephens,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 15665 N Hayden Rd,brock.stephens@chase.com,,Salesforce
11009205,Inactive Investor,Douglass Fisher,,NYLIFE Securities LLC Chester VA Private Residence,dsfisher@ft.newyorklife.com,,Salesforce
9550112,,Bridget Handke,,,bhandke@birchwoodfp.com,,List import
10775925,Inactive Investor,Kanad Tiwari,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",kanad_tiwari@ml.com,,Salesforce
10985633,Inactive Investor,Justin Thigpen,,Stonex Securities Inc.,justin.thigpen@saswealth.com,,Salesforce
9583923,,Tarun Mehta,,,tmehta@eaglestonewealth.com,,List import
11203444,Inactive Investor,Larry Parman,Chairman,"Intrepid Financial Services, LLC",lparman@parmanlaw.com,,Salesforce
9560067,,Aaron Ring,,,aring@ayco.com,,List import
11054473,Inactive Investor,Augustus Workman,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10995767,Inactive Investor,Geron Kasaj,,Santander Securities LLC Leominster MA 11 Park St,geron.kasaj@santander.us,,Salesforce
9578565,,Srinivas Nayudu,,,nayudu@gmail.com,,List import
10759980,Inactive Investor,Kathleen Shea,Financial Advisor,"Ameriprise Financial Services, LLC Scarborough ME 200 US Rte 1",kathleen.2.shea@ampf.com,,Salesforce
11023043,Inactive Investor,Christopher Perrin,Private Client Banker,J.P. Morgan Securities LLC Wilmington DE 4700 Limestone Rd,christopher.perrin@jpmorgan.com,,Salesforce
244881,,Ryan Donovan,Senior Vice President,Orion Advisor Technology,ryand@orion.com,,Manual List Upload
10861607,Inactive Investor,Jeffrey Gill,Financial Advisor,Edward Jones Fort Mill SC 488 Mercantile Pl,jeff.gill@edwardjones.com,,Salesforce
10940060,Inactive Investor,Anthony Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",anthony.jackson@tiaa.org,,Salesforce
11141526,Inactive Investor,Donn Johnson,,State Farm VP Management Corp. Tomah WI 601 N Superior Ave,donn.johnson.j8fy@statefarm.com,,Salesforce
10793474,Inactive Investor,Amaury De Parcevaux,Banker;Executive Director,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,amaury.de-parcevaux@jpmorgan.com,,Salesforce
11041739,Inactive Investor,Xinye Hou,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",xinye.hou@ml.com,,Salesforce
11059118,Inactive Investor,Karli Salscheider,,LPL Financial LLC Green Bay WI 945 Cardinal Ln,karli.salscheider@lpl.com,,Salesforce
10761749,Inactive Investor,Paula Guinasso,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",paula.guinasso@rbc.com,,Salesforce
9613805,,David Pierce,,,pierce.david@aoins.com,,List import
11037913,Inactive Investor,Jonas Schwartz,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,jonas_schwartz@glic.com,,Salesforce
9568988,,GoldStarAfrica LLC,,,goldstarafrica@gmail.com,,List import
9604273,,STEVIE CONLON,,,stevie.conlon@wolterskluwer.com,,List import
9550820,,Nicholas Iida,,,nicholas.iida@srsfund.com,,List import
10863228,Inactive Investor,Ronald Iannucci,Owner,Ronald J. Iannucci CFP,,,Salesforce
11221291,,David Ladomer,,,david.ladomer@rehmann.com,,List Import
10961796,Inactive Investor,Elizabeth Cox,,"Cambridge Investment Research, Inc. Salt Lake City UT 6695 S 1300 E",,,Salesforce
10973388,Inactive Investor,Kiana Stewart,,"Raymond James & Associates, Inc.",kiana.stewart@raymondjames.com,,Salesforce
10865166,Inactive Investor,James Webb,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
219165,,Kevin Grimm,,[Unknown],kevin.g.grimm1@gmail.com,,Direct
10812542,Inactive Investor,Diane Jorgenson,,"N.I.S. Financial Services, Inc.",,,Salesforce
10776031,Inactive Investor,Todd Glaw,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 4600 University Ave",todd.a.glaw@ampf.com,,Salesforce
9647594,,Jessica Anderson,,,jessica.anderson@ubs.com,,List import
11003471,Inactive Investor,Sabrina Yu,,Jefferies LLC,syu@jefferies.com,,Salesforce
11202534,Inactive Investor,Sammy Moy,,HighPoint Planning Partners Chicago IL 1200 W 35th St,,,Salesforce
9562395,,Jason Crowl,,,jcrowl@grahampartners.net,,List import
11139916,Inactive Investor,Jennifer Tichenor-Turner,,Arvest Wealth Management Rogers AR 5201 Village Pkwy,jtichenor-turner@arvest.com,,Salesforce
11003503,Inactive Investor,Armaan Israni,,HSBC Securities (USA) Inc.,,,Salesforce
11162195,Inactive Investor,Arthur Anderson,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",arthuranderson@ml.com,,Salesforce
11080371,Inactive Investor,Justin Brolyer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Collins CO 3711 John F Kennedy Pkwy,justin.e.brolyer@ubs.com,,Salesforce
11077002,Inactive Investor,Luis Fernandez Corredor,,Credicorp Capital LLC,,,Salesforce
10718280,,Walter Hale II,,,walthaleii@gmail.com,,Web Form Fillout
10859823,Inactive Investor,Sean Murphy,,"Truist Investment Services, Inc. Fort Myers FL 7750 Cypress Lake Dr",sean.p.murphy@truist.com,,Salesforce
10769904,Inactive Investor,Monique Corigliano,Investment Advisor Representative;Shareholder,Richards Merrill Wealth Management,,,Salesforce
11236649,Inactive Investor,Darenda Hanson,Relationship Manager,"Core Wealth Management, LLC",,,Salesforce
10921124,Inactive Investor,James Shafer,Financial Planner;Portfolio Manager,Momentum Independent Network Inc. Amarillo TX 600 S Tyler St,jshafer@momentumin.com,,Salesforce
11006144,Inactive Investor,Dale Brumbaugh,,"Farmers Financial Solutions, LLC Minneapolis MN 8990 Springbrook Dr NW",dbrumbaugh@farmersagent.com,,Salesforce
11194850,Inactive Investor,Timothy White,,PFS Investments Inc. Pine Bluff AR 3067 W 28th Ave,,,Salesforce
11211934,Inactive Investor,Dennis Marvin,Branch Manager,LPL Financial LLC Wooster OH Private Residence,dennis.marvin@lpl.com,,Salesforce
10902492,Inactive Investor,Jennifer Comeaux,,"Wells Fargo Clearing Services, LLC Lenexa KS 12000 W 95th St",,,Salesforce
10868952,Inactive Investor,Kenneth Han,,"Farmers Financial Solutions, LLC Rosemead CA 8653 Garvey Ave",khan@farmersagent.com,,Salesforce
11123214,Inactive Investor,Sheryl Sykes,,"Stifel, Nicolaus & Company, Incorporated Tupelo MS 144 S Thomas St",,,Salesforce
10844896,Inactive Investor,Steven Gengler,,"MML Investors Services, LLC Dakota Dunes SD Private Residence",sgengler@financialguide.com,,Salesforce
11154919,Inactive Investor,Brian Booth,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10948900,Inactive Investor,Timothy Martin,,J.P. Morgan Securities LLC Mooresville IN 135 Fields St,timothy.martin@chase.com,,Salesforce
11153470,Inactive Investor,Von D Cook,,"Cambridge Investment Research, Inc. Tampa FL 1000 N Ashley Dr",,,Salesforce
11182606,Inactive Investor,Kevin Seese,,State Farm VP Management Corp. Langhorne PA 654 Woodbourne Rd,,,Salesforce
10922975,Inactive Investor,Russell Paris,,J.P. Morgan Securities LLC Kirkland WA 12028 NE Totem Lake Way,russell.paris@jpmorgan.com,,Salesforce
10807256,Inactive Investor,Michael Brown,Client Specialist;Financial Advisor,Robert W. Baird & Co. Incorporated,,,Salesforce
10360969,,dead dead,,,ypmdiawmdnnawea@cool.fr.nf,,Web Form Fillout
227633,, -,,[[Unknown]],mdmskn@comcast.net,,
336662,,Joshua Sage,Outside General Counsel,"Addicus Advisory, Llc",jsage@esdlawfirm.com,877-294-8658,Manual List Upload
11046137,Inactive Investor,Michael Dilella,Financial Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,mdilella@gwnsecurities.com,,Salesforce
9587585,,Peter Maris,,,peterm@rfgltd.com,,List import
10798786,Inactive Investor,Jeanne Morelli,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
11182527,Inactive Investor,Jessica Chan,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",,,Salesforce
10904903,Inactive Investor,Abraham Arroyos,Financial Advisor,Edward Jones El Paso TX 1600 N Lee Trevino Dr,abraham.arroyos@edwardjones.com,,Salesforce
10942245,Inactive Investor,Alex Wong,,"Gradient Securities, LLC Dublin OH 6479 Reflections Dr",awong@gradientsecurities.com,,Salesforce
11112344,Inactive Investor,Divya Avasthi,,Citigroup Global Markets Inc.,divya.avasthi@citi.com,,Salesforce
11076916,Inactive Investor,Gene Chartier,,"Bankers Life Securities, Inc. Riverside MO 1801 NW Platte Rd",gene.chartier@bankerslife.com,,Salesforce
11101730,Inactive Investor,Blake Erwin,Investment Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,blake.erwin@jpmorgan.com,,Salesforce
10613101,,Charles Bell,"Senior Financial Advisor, Senior Vice President",,charles.a.bell@ml.com,,List Import
10903289,Inactive Investor,Bartosz Balaz,,"Allstate Financial Services, LLC Niles IL 6954 W Touhy Ave",bartoszbalaz@allstate.com,,Salesforce
9586471,,Joyce Schnoedl,,,jschnoedl@argandequity.com,,List import
334963,,John Geelan,Secretary,Psc Capital Partners Llc,jgeelan@piperjaffray.com,612-303-6000,Manual List Upload
11173606,Inactive Investor,Zachary Trumpp,Financial Advisor,"Ameriprise Financial Services, LLC Mcpherson KS 223 S Main St",zachary.trumpp@ampf.com,,Salesforce
11229520,Inactive Investor,Brandon Bright,,"Northwestern Mutual Investment Services, LLC Edmond OK 16364 Muirfield Pl",brandon.bright@nm.com,,Salesforce
10761355,Inactive Investor,Matthew Weeber,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",,,Salesforce
11219118,,Barry Gladowsky,,,barry@gladowsky.com,,Other
11108120,Inactive Investor,Gregory Grande,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",greg_grande@ml.com,,Salesforce
10820967,Inactive Investor,Peter Derensis,Investment Officer;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Norwich NY 6403 County Road 32",peter.derensis@wellsfargoadvisors.com,,Salesforce
10825054,Inactive Investor,Renee Post,Chief Compliance Officer;President;Vice President,Asset Planning Corporation,renee@fpiginc.com,,Salesforce
11054382,Inactive Investor,Matthew Regan,Chief Executive Officer;President,Wealthcare Capital Management LLC Richmond VA 2 James Ctr,mregan@wealthcarecapital.com,,Salesforce
9627886,,Favour Nwaeme,,,nwaemefavour2002@gmail.com,,List import
11046228,Inactive Investor,Peter Leonczyk,,Commonwealth Financial Network Ludlow MA 535 East St,pleonczyk@commonwealth.com,,Salesforce
10763836,Inactive Investor,John Schroll,,"American Portfolios Financial Services, Inc. Reading PA 1436 Penn Ave",jschroll@americanportfolios.com,,Salesforce
10845227,Inactive Investor,Scott Chatham,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",scott.chatham@bofa.com,,Salesforce
10960076,Inactive Investor,Jonathan Green,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2385 NW Executive Center Dr",jonathan.a.green@wfafinet.com,,Salesforce
10780608,Inactive Investor,Matthew McWilliams,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Oglethorpe GA 739 Battlefield Pkwy",matthew.mcwilliams@wellsfargoadvisors.com,,Salesforce
11053465,Inactive Investor,April Lidot,,"Ameriprise Financial Services, LLC San Diego CA 350 10th Ave",,,Salesforce
9579985,,Francisco Moriones,,,moriones@gmail.com,,List import
9614730,,Lucas Scheyney,,,chinay@gmail.com,,List import
10772229,Inactive Investor,Brian Higgins,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",brian_higgins@ml.com,,Salesforce
51244,,Jeremy Nelson,Partner,"Element Wealth, LLC",jeremy@myelementwealth.com,601-291-5911,
180758,,Gabriel Jozic,,[Unknown],gabrijel@fashionconceptgroup.com,,
10929775,Inactive Investor,Michael Fang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",michael.fang@globalinkusa.com,,Salesforce
10795030,Inactive Investor,Tina Fiorentine,,"RBC Capital Markets, LLC Colorado Springs CO 102 S Tejon St",tina.fiorentine@rbc.com,,Salesforce
169060,,Kevin Sangirardi,,[Unknown],kevinsangirardi@gmail.com,,Paid Social
10764070,Inactive Investor,James Pelgrift,Financial Advisor,Morgan Stanley Ridgefield CT 90 Grove St,james.pelgrift@morganstanley.com,,Salesforce
11155140,Inactive Investor,Erin Lev,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11221465,,David Johnson,,,djohnson@seia.com,,List import
10860428,Inactive Investor,Tim Gerds,,"J.W. Cole Financial, Inc. Hubertus WI Private Residence",,,Salesforce
10948337,Inactive Investor,Zachary Herb,,Vanguard Marketing Corporation,zachary_herb@vanguard.com,,Salesforce
11003013,Inactive Investor,Zulaima Ray,,J.P. Morgan Securities LLC Fort Lauderdale FL 10016 W Oakland Park Blvd,zulaima.ray@jpmorgan.com,,Salesforce
11020751,Inactive Investor,Matthew Ullmer,Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,matthew.ullmer@corient.com,,Salesforce
10614720,,David Birnbaum,Financial Advisor,,david.birnbaum@morganstanley.com,,List Import
225332,,Ciccio Pato,,[Unknown],pcalessio@gmail.com,,Other
10989746,Inactive Investor,Jesus Molina,,"Citizens Securities, Inc. New Rochelle NY 1300 North Ave",jesus.molina@citizensbank.com,,Salesforce
344433,,Alexander Narcise,Partner-in-Charge,"Wiss Private Client Advisors, Llc",anarcise@wiss.com,973-577-2872,Manual List Upload
10867958,Inactive Investor,Adam Katz,Partner;Wealth Advisor,Corient New York NY 101 Park Ave,adam.katz@corient.com,,Salesforce
10840399,Inactive Investor,Richard Carnes,,Lincoln Investment Winder GA 315 Resource Pkwy,rcarnes@lincolninvestment.com,,Salesforce
10925876,Inactive Investor,Pareema Jhaveri,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11133311,Inactive Investor,Jeffrey Bjornebo,Financial Advisor,Edward Jones Englewood CO 5980 S Holly St,jeff.bjornebo@edwardjones.com,,Salesforce
9591404,,Joseph Maposa,,,jmaposa88@gmail.com,,List import
9592798,,Donna Scotti,,,donna.scotti@middletonco.com,,List import
11212739,Inactive Investor,Jonghwa Lee,,NYLIFE Securities LLC Okemos MI 2127 University Park Dr,jglee@ft.newyorklife.com,,Salesforce
11196373,Inactive Investor,Holly Simeone,Financial Advisor,"Berkshire Money Management, Inc. Great Barrington MA 322 Main St",hsimeone@berkshiremm.com,,Salesforce
11040524,Inactive Investor,Michele Mack-Hudgin,,Sigma Financial Corporation Monroe MI 1120 S Telegraph Rd,mmack@sigmarep.com,,Salesforce
10902611,Inactive Investor,Dylan Gleeman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",dylan.gleeman@ml.com,,Salesforce
11050467,Inactive Investor,John Lindsey,Chief Compliance Officer;Financial Advisor;Member;Partner,"Bellwether Investment Group, LLC",johnlindsey@bellwetherinv.com,,Salesforce
9559993,,Tony Lu,,,tony.lu@fidelity.com,,List import
9553883,,James Woods,,,jgrwoods@gmail.com,,List import
9556052,,Craig Dykgraaf,,,craig.dykgraaf@gmail.com,,List import
10789926,Inactive Investor,Scott Spears,Investment Advisor Representative,"Symphony Financial Services, Inc. Akron OH 529 N Cleveland Massillon Rd",scott.spears@symphony-financial.com,,Salesforce
11171517,Inactive Investor,Bryan Novak,,"Northwestern Mutual Investment Services, LLC El Paso TX 5870 Onix Dr",bryan.novak@nm.com,,Salesforce
9605917,,Bertrand Ferraton,,,b.ferraton.bull@gmail.com,,List import
10885302,Inactive Investor,Jeffrey Blum,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",jeffrey.blum@cunamutual.com,,Salesforce
11092115,Inactive Investor,Susan Oreilly,Chief Compliance Officer;Managing Member;President,Konnect Health and Wealth,sue@konnecthealthandwealth.com,,Salesforce
47686,,John Neely,Financial Advisor,Eagle Strategies LLC,jneely@eaglestrategies.com,410-280-2603,
338864,,Kerri Dainty,Executive Assistant,Grandview Asset Management Llc,kdainty@grandviewadvisor.com,717-541-1000,Manual List Upload
11199305,Inactive Investor,Matthew Graham,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,matthew.j.graham@jpmorgan.com,,Salesforce
10945271,Inactive Investor,Jiawei Wei,,Neuberger Berman BD LLC,jiawei.wei@nb.com,,Salesforce
11021190,Inactive Investor,Luc Bouchard,,LPL Financial LLC Phoenix AZ 51 E Camelback Rd,luc.bouchard@lpl.com,,Salesforce
98097,,Anthony Caltabilota,"Founder, President","New Century Financial Group, Llc",acaltabilota@ncfg.com,609-924-2049,
10969425,Inactive Investor,Joshua Hogan,,Snowden Account Services LLC San Antonio TX 4630 N Loop 1604 W,jhogan@snowdenlane.com,,Salesforce
10833009,Inactive Investor,Bryan Anderson,Financial Advisor,Edward Jones Healdsburg CA 1270 Healdsburg Ave,bryan.m.anderson@edwardjones.com,,Salesforce
11181780,Inactive Investor,Frank Schoen,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hoffman Estates IL 2000 Center Dr",frank.schoen@tfaconnect.com,,Salesforce
11076795,Inactive Investor,Michael Amash,Partner;President,"Westmount Partners, LLC",mamash@westmount.com,,Salesforce
9584984,,Michael Hepworth,,,michaelhepworth@hepworthep.com,,List import
11099489,Inactive Investor,Brenden Mcreynolds,,"VALIC Financial Advisors, Inc. Roanoke VA Private Residence",,,Salesforce
11115827,Inactive Investor,Michael Chamberlain,,Cetera Advisors LLC San Diego CA 655 W Broadway,michael.chamberlain@ceteraadvisors.com,,Salesforce
10781655,Inactive Investor,Jennifer Cuprill,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",jennifer.cuprill@schwab.com,,Salesforce
11044504,Inactive Investor,Anthony Riscili,Investment Specialist,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,anthony.riscili@jpmorgan.com,,Salesforce
9629180,,Adam Krauszer,,,adam@blockfills.com,,List import
11112134,Inactive Investor,Willie Daniels,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 1200 Westlake Ave N",wil.f.daniels@ampf.com,,Salesforce
10888112,Inactive Investor,Daniel Dichter,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",dan.dichter@ampf.com,,Salesforce
10957744,Inactive Investor,Joseph Kellenyi,,Vanguard Marketing Corporation,joseph_kellenyi@vanguard.com,,Salesforce
11048061,Inactive Investor,Kimberly O'Gorman,Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,kimberly.ogorman@lpl.com,,Salesforce
11154607,Inactive Investor,Stephanie Moore,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,stephanie.moore.gcfu@statefarm.com,,Salesforce
11238159,Inactive Investor,Hollis Gilliam,,EARNEST Partners,hollisgilliam@earnestpartners.com,,Salesforce
9561375,,Maria Molinelli,,,mariacmolinelli@gmail.com,,List import
9562894,,Aiden Eng,,,aideneng87@gmail.com,,List import
9567342,,Gary Nelson,,,gpnelson@voyafa.com,,List import
11006870,Inactive Investor,Rebecca Madon,Registered Associate,Morgan Stanley Chicago IL 227 W Monroe St,rebecca.madon@morganstanley.com,,Salesforce
24226,,Matthew Szafranski,Senior Portfolio Manager,"Chesley, Taft & Associates L.L.C.",m.szafranski@chesleytaft.com,1-312-873-1253,Database Upload
10916617,Inactive Investor,Christopher Stagliano,,"Northwestern Mutual Investment Services, LLC Mickleton NJ 412 Kings Hwy",chris.stagliano@nm.com,,Salesforce
10753019,Inactive Investor,Glenn Anderson,Financial Advisor,Edward Jones Poulsbo WA 19032 Jensen Way NE,glenn.anderson@edwardjones.com,,Salesforce
10784523,Inactive Investor,Ernest Albino,Complex Business Service Officer;Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,ernie.albino@morganstanley.com,,Salesforce
10901297,Inactive Investor,Joseph Ransom,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",joe.ransom@schwab.com,,Salesforce
10886340,Inactive Investor,Jenelle Armstrong,Chief Administrative Officer;Director,Bahl & Gaynor Inc,jarmstrong@bahl-gaynor.com,,Salesforce
350074,,Sarah Harris,Financial Advisor,"Prime Capital Investment Advisors, LLC",sharris@pciawealth.com,214-765-5092,
10805096,Inactive Investor,Kevin Murphy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",kevin.l.murphy@ampf.com,,Salesforce
10956682,Inactive Investor,Matthew Lavin,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",matthew.lavin@tiaa.org,,Salesforce
11233196,Inactive Investor,Sayira Gonzalez,,J.P. Morgan Securities LLC Stuart FL 2280 SE Federal Hwy,,,Salesforce
11119830,Inactive Investor,Vianna Dang,,Deutsche Bank Securities Inc. Boston MA 100 Summer St,vianna@deutschewealth.com,,Salesforce
11137313,Inactive Investor,Francois Marquis,Senior Financial Consultant,LPL Financial LLC Farmington CT 3 Forest Park Dr,francois.marquis@lpl.com,,Salesforce
10943358,Inactive Investor,Anna Hartwell,,"Osaic Wealth, Inc. Syracuse NY 225 Wilkinson St",,,Salesforce
11193460,Inactive Investor,Jean Lacour,First Vice President,"Raymond James & Associates, Inc. Naperville IL 620 N River Rd",jp.lacour@raymondjames.com,,Salesforce
185973,,Max Chen,Managing Member,Crescent Capital Ventures LLC,mchen@crescapventures.com,1-917-593-9093,Initial Salesforce Import
10820951,Inactive Investor,Evan Swain,,UBS Financial Services Inc. San Francisco CA 555 California St,evan.swain@ubs.com,,Salesforce
10802278,Inactive Investor,Mary Crunkilton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,mary.fitzgerald@fidelity.com,,Salesforce
11164818,Inactive Investor,Jared Holden,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jared.holden@ml.com,,Salesforce
10784399,Inactive Investor,Christopher Kislig,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,christopher.kislig@fidelity.com,,Salesforce
10897497,Inactive Investor,Denise Scott,,"Ameriprise Financial Services, LLC Evansville IN 4824 Lincoln Ave",denise.r.scott@ampf.com,,Salesforce
11194960,Inactive Investor,Kim Bourne,,"Avantax Investment Services, Inc. Brooklyn NY 122 Ashland Pl",,,Salesforce
9613083,,Sonia Dobosz,,,sonia.dobosz@ubs.com,,List import
10510411,,Louise Slinger,,S&P DJI,louise.slinger@spglobal.com,,List Import
10950486,Inactive Investor,Gerald Kirby,,"Wilson-Davis & Co., Inc. Englewood CO 6901 S Yosemite St",gkirby@wdco.com,,Salesforce
11261311,Inactive Investor,Thomas Crecelius,Investment Advisor,Joel R. Mogy Investment Counsel Inc.,t.crecelius@mogy.com,,Salesforce
336394,,Lisa Mabel,"Vice President, Director Of Client Relations",Matrix Asset Advisors Inc,lmabel@matrixassetadvisors.com,212-486-2004,Manual List Upload
339033,,Timothy Yantz,Partner,Meadow Capital Management Llc,tyantz@meadowpartners.com,212-317-1214,Manual List Upload
11049008,Inactive Investor,Robert Stephens,,LPL Financial LLC Dallas TX 14881 Quorum Dr,bill.stephens@lpl.com,,Salesforce
11199913,Inactive Investor,Louis Mosca,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,louis.mosca@morganstanley.com,,Salesforce
216192,,Malcolm MacKenzie,,[Unknown],mmacken@msn.com,,Event
11221115,,Jill Stevenson,,,jill.stevenson2@usbank.com,,List Import
11175094,Inactive Investor,Vincent Vella,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",vincent_vella@ml.com,,Salesforce
10884698,Inactive Investor,Charles Stockham,,"IA Network, LLC Pinehurst NC 90 Aviemore Dr",,,Salesforce
10900936,Inactive Investor,Mark Gilbert,Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,will.gilbert@ubs.com,,Salesforce
11113160,Inactive Investor,Ryan Campagna,,"Sentinel Securities, Inc.",ryan.campagna@sentinelgroup.com,,Salesforce
10930704,Inactive Investor,Jeremiah Seagle,,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
11111609,Inactive Investor,Ryan Hoffmann,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9632862,,Glenn Marzion,,,gmarzion@gmail.com,,List import
11076176,Inactive Investor,Sean Connolly,Private Client Advisor,J.P. Morgan Securities LLC Fairfield CA 1845 N Texas St,sean.connolly@jpmorgan.com,,Salesforce
10489421,,Justin Roundtree,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jroundtree@tiaa-cref.org,,List Import
10816651,Inactive Investor,Christopher Ozazewski,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Bel Air MD 116 S Hays St,cozazewski@janney.com,,Salesforce
74879,,Eamonn Gaffney,,Lincoln Financial Advisors Corporation,eamonn.gaffney@lfg.com,732-623-2074,
10781394,Inactive Investor,Andrew Mackay,,Goldman Sachs & Co. San Francisco CA 555 California St,andrew.mackay@gs.com,,Salesforce
9638430,,Ken Buckley,,,kebcto@rit.edu,,List import
11061764,Inactive Investor,Pedro Mirandes Ramirez,,J.P. Morgan Securities LLC Austin TX 11521 N FM 620,pedro.mirandes-ramirez@jpmorgan.com,,Salesforce
11031456,Inactive Investor,James Pappas,,J.P. Morgan Securities LLC Concord CA 5430 Ygnacio Valley Rd,,,Salesforce
9545348,,Elizabeth Palomeque,,,lpalomeque@firstrepublic.com,,List import
11080939,Inactive Investor,Sean Ben-Asher,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 1191 S University Dr",sean.ben-asher@wellsfargo.com,,Salesforce
9588167,,Jeffry Freiburger,,,jfreiburger@rwbaird.com,,List import
9569452,,Jennifer Dougherty,,,jdougherty@zweig-dimenna.com,,List import
9631542,,JONATHAN MARTINEZ,,,chico1martinez@gmail.com,,List import
11043180,Inactive Investor,Jonathan Boutwell,Financial Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",brent.boutwell@ampf.com,,Salesforce
11052726,Inactive Investor,Alex Klingensmith,President,"Intelligence Driven Advisers, LLC",alex.klingensmith@idawealth.com,,Salesforce
11061059,Inactive Investor,James Brewer,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Owens Cross Roads AL 6416 Hwy 431 S,,,Salesforce
11098287,Inactive Investor,Mark Burrow,,PFS Investments Inc. Jefferson GA 49 College St,mark.burrow@primerica.com,,Salesforce
10856855,Inactive Investor,Adam Piatt,Financial Advisor,Morgan Stanley Fort Myers FL 7811 University Pointe Dr,adam.piatt@morganstanley.com,,Salesforce
10848595,Inactive Investor,Brian Wells,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",brian.wells@rbc.com,,Salesforce
11167900,Inactive Investor,Francis Patriarca,,"The Investment Center, Inc. Auburn MA 714B Southbridge St",fpatriarca@investmentctr.com,,Salesforce
9562443,,Anthony Vignier,,,avignier@nationalsecurities.com,,List import
10978766,Inactive Investor,Ramandeep Kaur,,J.P. Morgan Securities LLC Livermore CA 1480 1st St,ramandeep.kaur@chase.com,,Salesforce
10911905,Inactive Investor,Jason Sturm,,"Osaic Wealth, Inc. Saint Louis MO 10733 Sunset Office Dr",jsturm@osaicwealth.com,,Salesforce
11028856,Inactive Investor,Shuzhen Shao,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10992137,Inactive Investor,Katherine Welch,,"U.S. Bancorp Investments, Inc. Duluth MN 130 W Superior St",,,Salesforce
11106628,Inactive Investor,Edward Ross,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10774590,Inactive Investor,John Morris,Financial Advisor,"Ameriprise Financial Services, LLC Newark OH 1512 W Church St",john.d.morris@ampf.com,,Salesforce
9607722,,sadfl jsadklfj,,,sadklfj@gmail.com,,List import
9617005,,Yoni Roll,,,yoniyoni60@gmail.com,,List import
11036212,Inactive Investor,Allison Jacobson,Associate Financial Advisor,"RBC Capital Markets, LLC Fargo ND 4207 28th Ave S",,,Salesforce
11085702,Inactive Investor,David Jaicomo,,J.P. Morgan Securities LLC Indianapolis IN 5635 N Illinois St,david.jaicomo@jpmorgan.com,,Salesforce
10833591,Inactive Investor,Stacy Francis,Chief Compliance Officer;Chief Executive Officer;President,Francis Financial,,,Salesforce
6934536,,Vladimir Belinsky,,,haltd@comcast.net,,Web form fillout
9630965,,Sam Ajadi,,,samuelajadi466@gmail.com,,List import
9572683,,Thomas Moore,,,tmoore@firstrepublic.com,,List import
11096138,Inactive Investor,Robert Peet,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10906210,Inactive Investor,Daniel Bloemers,Associate,"Ameriprise Financial Services, LLC Grand Rapids MI 99 Monroe Ave NW",daniel.bloemers@ampf.com,,Salesforce
11091278,Inactive Investor,Patrick Grein,,Fidelity Brokerage Services LLC,patrick.grein@fmr.com,,Salesforce
9559669,,Nilay Bhatnagar,,,bhatnagar.nilay@gmail.com,,List import
11188032,Inactive Investor,James Schramko,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10873356,Inactive Investor,Robert Zientek,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,robert.zientek@primerica.com,,Salesforce
209997,,Thomas Bergmann,,[Unknown],tberg_11@yahoo.ca,,
9550436,,William Maiden,,,billmaiden@gmail.com,,List import
10990110,Inactive Investor,Luke St. Denis,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",,,Salesforce
11026052,Inactive Investor,Ilvija Navarro,,PFS Investments Inc. Windermere FL 9100 Conroy Windermere Rd,inavarro@primerica.com,,Salesforce
9625826,,Matthew Lawrence,,,matthew@therapynetwork.org.uk,,List import
9543160,,Kerris Adams,,,kerradss@yahoo.com,,List import
10906741,Inactive Investor,Jonathan Giannino,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",jonathan.giannino@ml.com,,Salesforce
339570,,Karl Henkel,Associate,Ponder Investment Co,khenkel@ponderco.com,615-690-5541,Manual List Upload
10851732,Inactive Investor,Jereme Hartman,Financial Advisor,Edward Jones North Platte NE 515 N Dewey St,jereme.hartman@edwardjones.com,,Salesforce
11219816,,Rose Bennetch,,,rbennetch@brownadvisory.com,,Other
7087221,,hbvnjhj ghfgh,,,ronabap106@rolenot.com,,Web Form Fillout
10658748,,Edward Sheehan,,,edward.c.sheehan@chase.com,,List Import
10974838,Inactive Investor,Jennifer Brayton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10870134,Inactive Investor,Brady Arnone,Financial Advisor,Edward Jones Clarkston WA 919 Highland Ave,brady.arnone@edwardjones.com,,Salesforce
9610194,,Wael Kharoub,,,waelkharoub3@gmail.com,,List import
225178,,Gerd Weger,,[Unknown],weger.g@web.de,,Organic Search
9557167,,Noorul Azila Kamaruzzaman,,,noorul.azila@labuanre.com.my,,List import
11202822,Inactive Investor,David Evans,Chief Compliance Officer;President,Comprehensive Financial Planning Inc,,,Salesforce
233328,, -,,[[Unknown]],ewcoleman3@gmail.com,,Direct
9556409,,Arron Driskill,,,arrondriskill55@gmail.com,,List import
9592519,,Rhys Goss,,,rhysgoss6@hotmail.co.uk,,List import
9582321,,James Reitzner,,,jimreitzner@gmail.com,,List import
11040799,Inactive Investor,Karen Birdsong,,PFS Investments Inc. Decatur GA 4319 Covington Hwy,kbirdsong@primerica.com,,Salesforce
10998601,Inactive Investor,Dana Smith,,"Osaic Wealth, Inc. Haddonfield NJ 109 N Haddon Ave",,,Salesforce
9350743,,Edith Sieg,,,lykit3@gmail.com,,Web form fillout
11169892,Inactive Investor,Donald Snowden,Financial Advisor,Edward Jones Katy TX 1526 Katy Gap Rd,lee.snowden@edwardjones.com,,Salesforce
346329,,John Hawkins,Managing Member,"Generation Partners Management, Llc",hawkins@generation.com,203-422-8212,Manual List Upload
5931892,,Jarrad Springett,,,jarrad.springett+grayscale@gmail.com,4082096826,Web Form Fillout
10929492,Inactive Investor,Kyle Winther,,"Avantax Investment Services, Inc. Simi Valley CA 1871 Tapo St",,,Salesforce
53720,,Judy Ashley,Associate,Thrivent Investment Management Inc.,judy.ashley@thrivent.com,419-874-4378,
11212652,Inactive Investor,Daniel Dailey,Financial Advisor,Edward Jones Hondo TX 701 19th St,dan.dailey@edwardjones.com,,Salesforce
11148943,Inactive Investor,Roland Zeigler,,Thrivent Investment Management Inc. White Plains MD Private Residence,roland.zeigler@thrivent.com,,Salesforce
11048920,Inactive Investor,Frederick Hubler,Chief Executive Officer;Founder;Owner;President,Creative Capital Wealth Management Group,,,Salesforce
10863870,Inactive Investor,Lori Keech,Sales Manager,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",lori.keech@wellsfargoadvisors.com,,Salesforce
10923558,Inactive Investor,Benjamin Ahyou,Financial Advisor;Senior Wealth Manager,LPL Financial LLC South Jordan UT 10808 S River Front Pkwy,ben.ahyou@lpl.com,,Salesforce
11023676,Inactive Investor,Jeffrey Halloran,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,jhalloran.65wlh@primerica.com,,Salesforce
10968246,Inactive Investor,Kevin Harris,,"Farmers Financial Solutions, LLC Cedar Park TX 1205 Bmc Dr",kharris1@farmersagent.com,,Salesforce
9645756,,Campbell Hyers,,,campbell.hyers@locationengine.com,,List import
10934036,Inactive Investor,Nathan Stewart,Senior Vice President;Wealth Advisor,"Capital Advisors, Inc. Denver CO 7900 E Union Ave",nstewart@capitaladv.com,,Salesforce
9571056,,Howard Felson,,,hfelson@trianpartners.com,,List import
11182194,Inactive Investor,Kathryn Kinney,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kathryn.kinney@ubs.com,,Salesforce
9645062,,Chengxing Gao,,,gaocxzju@qq.com,,List import
10952482,Inactive Investor,Matthew Jacobson,,Fidelity Brokerage Services LLC Geneva IL 987 Randall Rd,,,Salesforce
11011682,Inactive Investor,Robert Kniceley,Relationship Banker,"Wells Fargo Clearing Services, LLC Sarasota FL 1819 Main St",robert.kniceley@wellsfargo.com,,Salesforce
11233587,Inactive Investor,Leo Jacobo,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",,,Salesforce
10842040,Inactive Investor,Thomas Bates,,"Cambridge Investment Research, Inc. Columbus OH 4656 Executive Dr",,,Salesforce
343582,,Connie Polaha,,"Mtm Financial Group, Llc",connie@askmtm.com,610-746-7007,Manual List Upload
10796990,Inactive Investor,Kevin Radcliffe,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Carlsbad CA 5780 Fleet St",,,Salesforce
11066295,Inactive Investor,Vincent Croom,,"Cambridge Investment Research, Inc. San Diego CA 8880 Rio San Diego Dr",armond@croomfinancial.com,,Salesforce
10658886,,Andrew Keppy,,,andrew.keppy@lpl.com,,List Import
343490,,Andrew Little,Managing Director,"Chatham Investment Advisors, Llc",alittle@chathamfinancial.com,610-925-3120,Manual List Upload
11084903,Inactive Investor,Christopher Good,,"RBC Capital Markets, LLC",christopher.good@rbc.com,,Salesforce
9627935,,Gerad Jones,,,mr.rutsun95@mukdal.com,,List import
9625234,,Julian Bueno,,,julian.bueno@miretire.com,,List import
11167828,Inactive Investor,Valeria Zapata Giraldo,,PFS Investments Inc. Miami FL 7955 NW 12th St,vzapata-giraldo@primerica.com,,Salesforce
63280,,Feraas Suleyman,Investment Executive,"Fifth Third Securities, Inc.",feraas.suleyman@53.com,,
340060,,Dean Criares,Co-head Of Debt Funds Group And Senior Managing Director Of The Blackstone Group L.p.,Blackstone Liquid Credit Strategies Llc,dean.criares@blackstone.com,212-503-2100,Manual List Upload
10847881,Inactive Investor,Clint Eddy,Executive Director,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
10956392,Inactive Investor,Andzelika Nowak,,"MML Investors Services, LLC",,,Salesforce
11136219,Inactive Investor,Natalie Abraham,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",natalie.abraham@ml.com,,Salesforce
10832553,Inactive Investor,John Parisi,Financial Advisor;Specialist,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",john.parisi@nm.com,,Salesforce
9581202,,Lauren Blum,,,lblum@capcounsel.com,,List import
10812220,Inactive Investor,Joseph Applewhite,Chief Compliance Officer;Designated Officer;Investment Advisor Representative;Managing Member;President,Applewhite & Buys Financial Advisors,joe@applewhitefp.com,,Salesforce
240568,,Gregson Lois,,[Unknown],lois.gregson@factset.com,,Event
9568503,,Michael Goff,,,michael.goff@securitiesamerica.com,,List import
9577382,,Jamari Ambursley,,,ambursley.jamari@gmail.com,,List import
11239813,,fucking idiot,,,jones627@btinternet.com,,Web Form Fillout
10764263,Inactive Investor,Gary Bragg,Financial Advisor,Commonwealth Financial Network Lewiston ME 475 Pleasant St,gbragg@commonwealth.com,,Salesforce
11212338,Inactive Investor,Joel Akers,Senior Vice President,Stephens Rogers AR 3100 Market St,brent.akers@stephens.com,,Salesforce
11063848,Inactive Investor,Jennifer Opheim,,PFS Investments Inc. Saint Paul MN 2277 Hwy 36 W,jopheim@primerica.com,,Salesforce
11200239,Inactive Investor,Ethan Carr,Financial Advisor,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",ethan.carr@equitable.com,,Salesforce
9626856,,Laura Kennedy,,,lkennedy64@gmail.com,,List import
10979801,Inactive Investor,Ann Ton,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,ann.ton.ecms@statefarm.com,,Salesforce
9640456,,Brady O'Connell,,,oconnell@callan.com,,List import
10957910,Inactive Investor,Sommer Mccabe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
230577,,Peter -,,Peter [[Unknown]],carringtongroup@icloud.com,,
11121081,Inactive Investor,Michelle Boden,,State Farm VP Management Corp. Lincoln NE 5740 Old Cheney Rd,,,Salesforce
332977,,Jeff Wilcock,Seros Financial,[Unknown],jeff@teamseros.com,,
11032630,Inactive Investor,Jaron Gallegos,,"Farmers Financial Solutions, LLC Littleton CO 7000 S Broadway",,,Salesforce
10867073,Inactive Investor,Xia Wang,Financial Advisor,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",xia.wang@prudential.com,,Salesforce
11034410,Inactive Investor,Jennifer Pollina,Financial Advisor,Edward Jones Burlington MA 50 Mall Rd,jennifer.pollina@edwardjones.com,,Salesforce
11209436,Inactive Investor,Patrick Abrunzo,,"Great Valley Advisor Group, Inc. Boca Raton FL 3837 NW Boca Raton Blvd",pabrunzo@greatvalleyadvisors.com,,Salesforce
10813998,Inactive Investor,Nancy Kelly,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",nancy.kelly@nm.com,,Salesforce
10976012,Inactive Investor,Michael Roehrig,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,michael.roehrig@fmr.com,,Salesforce
10866031,Inactive Investor,Richard Clonch,Chief Compliance Officer;Chief Executive Officer,"PlanVest Financial, Inc.",richard.clonch@planvestfinancial.com,,Salesforce
11126564,Inactive Investor,Liam Smith,Financial Advisor;Vice President,Morgan Stanley Indianapolis IN 111 Monument Cir,liam.n.smith@morganstanley.com,,Salesforce
10981215,Inactive Investor,Brian Ycaza,,"Valley Financial Management, Inc.",brian.ycaza@leumiusa.com,,Salesforce
339368,,Charles Abney,Senior Vice President,Zwj Investment Counsel Inc,cabney@zwjic.com,404-873-2211,Manual List Upload
11066905,Inactive Investor,William Weckesser,,LPL Financial LLC East Lansing MI 321 W Lake Lansing Rd,bill.trifin@lpl.com,,Salesforce
10780793,Inactive Investor,Ryan Robinson,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",robinsor@wellsfargo.com,,Salesforce
10645533,,Robert Braasch,,,rbraasch@marathon-cap.com,,List Import
238165,, -,,[[Unknown]],dustin139@gmail.com,,
9579715,,Manoj Narang,,,manoj@mana-partners.com,,List import
1004456,Inactive Investor,Christina Qi,,Christina Qi,cqi@domeyard.com,,3rd Party Lead Gen
10882191,Inactive Investor,Yasser Ahmad,,"Independent Financial Group, LLC San Jose CA 4522 Pacific Rim Way",yahmad@ifgrr.com,,Salesforce
122390,,Elizabeth Moore,Financial Services Professional,"MML Investors Services, LLC",elizabethmoore@financialguide.com,918-640-9638,
10896892,Inactive Investor,Dustin Stanley,Chief Compliance Officer;Founder;Owner;President;Principal;Senior Client Advisor,New Wave Wealth Advisors,heath.stanley@newwavewealthadvisors.com,,Salesforce
11179478,Inactive Investor,Brittany Letto,Financial Advisor;Global Sports and Entertainment Associate Director;Workplace Advisor,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,brittany.letto@morganstanley.com,,Salesforce
10940556,Inactive Investor,Samuel Adams,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
157010,,Matt Ricci,,[Unknown],matt.ricci5@gmail.com,,
11180435,Inactive Investor,Linda Bonham,Financial Advisor,LPL Financial LLC Highland MI 210 W Highland Rd,linda.bonham@lpl.com,,Salesforce
10951714,Inactive Investor,Aimee Sedano Chavez,,J.P. Morgan Securities LLC Reno NV 597 S Meadows Pkwy,aimee.sedano-chavez@jpmorgan.com,,Salesforce
10976702,Inactive Investor,Alex Jordan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,alex.jordan@fidelity.com,,Salesforce
11149589,Inactive Investor,Sean Flood,Senior Wealth Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9623078,,Jessica Diaz,,,jdiaz10014@gmail.com,,List import
11122651,Inactive Investor,Young Won,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",young.won@equitable.com,,Salesforce
11056018,Inactive Investor,Anthony Wojtulewicz,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11201167,Inactive Investor,Bernie Mercader,,PFS Investments Inc. Fresno CA 1535 E Shaw Ave,bernie.mercader@primerica.com,,Salesforce
239132,Inactive Investor,Mark Grein,CEO,Grefam Capital Management,markg250@optimum.net,203-595-0827,Direct
10991192,Inactive Investor,Eric Smith,Senior Wealth Advisor,"Mission Wealth Management, LP Walnut Creek CA 1212 Broadway Plz",,,Salesforce
10801209,Inactive Investor,Jolene Albrecht,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,jolene.albrecht@ubs.com,,Salesforce
9555267,,sam zuluy,,,zooooo@webmail.co.za,,List import
11001889,Inactive Investor,Tyler Giannonatti,Assistant Director,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",tyler.giannonatti@nm.com,,Salesforce
9567232,,Jason Hall,,,jason.hall.spam@gmail.com,,List import
10977176,Inactive Investor,Paul Provost,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
212185,,Pete Jankus,,[Unknown],pete_jankus@yahoo.com,,Other
10944968,Inactive Investor,Tyrone Davis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11067721,Inactive Investor,Timothy Moore,,State Farm VP Management Corp.,,,Salesforce
10489736,,Thomas Pierce,"Director - Alternative Investments, Financial Advisor, Senior Vice President - Wealth Management",Morgan Stanley Plano TX 7500 Dallas Pkwy,thomas.pierce@morganstanley.com,,List Import
10814229,Inactive Investor,Bill Carter,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",bill.carter@raymondjames.com,,Salesforce
10778601,Inactive Investor,William Hayden,Financial Advisor,"Wells Fargo Clearing Services, LLC Quincy IL 510 Maine St",wtrent.hayden@wellsfargoadvisors.com,,Salesforce
10949046,Inactive Investor,Matthew Kalmin,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_kalmin@vanguard.com,,Salesforce
10997505,Inactive Investor,Jeffrey Hornberger,Investment Specialist;Support Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jeffrey.hornberger@ml.com,,Salesforce
9595913,,Walter Wang,,,walterwang@yahoo.com,,List import
11027612,Inactive Investor,Brandon Waters,Financial Advisor,LPL Financial LLC Oviedo FL 130 Remington Dr,brandon.waters@lpl.com,,Salesforce
10898233,Inactive Investor,Olutade Olulade,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,olutade.olulade@jpmorgan.com,,Salesforce
9620767,,Jason Chew,,,jason241182@gmail.com,,List import
10768878,Inactive Investor,Michael Goldberg,Director - Portfolio and Wealth Advisory;Partner,"BBR Partners, LLC",mgoldberg@bbrpartners.com,,Salesforce
10870848,Inactive Investor,Rachel Springsteel,Owner;President,"Springsteel Investment Advisors, LLC",,,Salesforce
9577336,,Anil Chandrupatla,,,anil_chandrupatla@yahoo.com,,List import
333896,,Elliott Jones,Managing Member,Arrowhead Investment Management Llc,ejones@arrowheadmgt.com,203-485-0700,Manual List Upload
10896981,Inactive Investor,Jessica Scime,Senior Financial Planner,William Blair New York NY 1166 Avenue of the Americas,jscime@williamblair.com,,Salesforce
10892265,Inactive Investor,Melissa Tobola,,"Wells Fargo Clearing Services, LLC Brenham TX 2450 Becker Dr",melissa.tobola@wellsfargoadvisors.com,,Salesforce
11023566,Inactive Investor,Jefferey Zhu,Financial Representative,MWA Financial Services Inc. Ontario CA 3350 Shelby St,jefferey.zhu@mwarep.org,,Salesforce
11200481,Inactive Investor,Joel Baker,Chief Compliance Officer;President,The J R Baker Group,jbaker@jrbakergroup.com,,Salesforce
10837603,Inactive Investor,William Stapp,Member;Senior Vice President,"TFB Advisors, LLC",bill@taxfavoredbenefits.com,,Salesforce
10813116,Inactive Investor,Jacob Biedenback,,J.P. Morgan Securities LLC Baltimore MD 650 S Exeter St,jacob.biedenback@jpmorgan.com,,Salesforce
10937540,Inactive Investor,Renwick Brutus,Wealth Manager,"Osaic Wealth, Inc. Homosassa FL Private Residence",,,Salesforce
151401,,Don Stuart,,[Unknown],don.stuart@stuartconsulting.net,,Organic Search
341199,,Abe Finkelstein,General Partner,Vintage Investment Partners,abef@vintage-ip.com,972-995-48464,Manual List Upload
10899942,Inactive Investor,Charles Maxwell,Co-Chairman;Co-Founder,"Cresset Asset Management, LLC Hopkins MN 701 Carlson Pkwy",cmaxwell@cressetcapital.com,,Salesforce
220916,,ken law,,[Unknown],lokhanglaw@gmail.com,,Direct
10888524,Inactive Investor,Michael Hughes,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",michael.r.hughes@equitable.com,,Salesforce
11190928,Inactive Investor,William Jenkins,Chief Compliance Officer;Financial Advisor;Financial Planner;Owner,"Comprehensive Wealth Planning, LLC",nick@comprehensivewealthplan.com,,Salesforce
11027048,Inactive Investor,Kavin Hariharan,Associate Wealth Advisor,Corient San Francisco CA 600 Montgomery St,kavin.hariharan@corient.com,,Salesforce
11025838,Inactive Investor,Roy Evans,Financial Advisor,Edward Jones Providence RI 2172 Broad St,roy.evans@edwardjones.com,,Salesforce
10992537,Inactive Investor,Tommy Vicknair,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
11235114,Inactive Investor,Brittany Komorowski,Wealth Manager,Boardwalk Financial Strategies LLC Hartland WI 128 Cottonwood Ave,brittany@boardwalk-fs.com,,Salesforce
10618683,,John Sikaras,,,jsikaras@financialguide.com,,List Import
231773,,"DV Chain, LLC",,[Unknown],apeav@dvchain.co,,
10793347,Inactive Investor,Remzedin Makic,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,remzedin.makic@fidelity.com,,Salesforce
10945952,Inactive Investor,James Reese,,"Wells Fargo Clearing Services, LLC Jacksonville FL 13166 Atlantic Blvd",,,Salesforce
11229633,Inactive Investor,Blake Naylor,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",blake.naylor@nm.com,,Salesforce
10971566,Inactive Investor,Ian Wymore,Financial Advisor;Principal;Senior Wealth Advisor,Compound Planning Erie CO Private Residence,ian.wymore@atomifinancial.com,,Salesforce
10755639,Inactive Investor,Alan Williams,,"Avantax Investment Services, Inc. Wallingford CT 329 Main St",,,Salesforce
204892,,Nattawut Chaimananan,,[Unknown],nattaoki@gmail.com,,source
10994346,Inactive Investor,Joseph Brown,,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,,,Salesforce
11039531,Inactive Investor,Alfred Johnston,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",alfred.johnston@wellsfargoadvisors.com,,Salesforce
332821,,Alfonso Rodriguez,Director of Investments,Tarbox Family Office,alfonso@tarbox.com,,
9619693,,anton Nguyen,,,thanggieng111@gmail.com,,List import
10833138,Inactive Investor,Mark Scalzo,Chief Investment Officer;Managing Partner;Member;Regulatory Contact,Validex Global Investing,mark.scalzo@validusgrowth.com,,Salesforce
10616348,,Nelson Dume,,,nelson.dume@citigroup.com,,List Import
9580348,,Justin Schmoyer,,,jschmoyer@financialguide.com,,List import
10991288,Inactive Investor,Daniel Taylor,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",daniel.g.taylor@nm.com,,Salesforce
10964899,Inactive Investor,Grant Gunder,Associate Financial Advisor,"Ameriprise Financial Services, LLC Bonita Springs FL 9990 Coconut Rd",grant.gunder@ampf.com,,Salesforce
337425,,Jeff Thompson,Senior Vice President,360 Financial,jthompson@360financial.net,952-542-8900,Manual List Upload
10916859,Inactive Investor,Gizo Abuladze,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",gizo.abuladze@ml.com,,Salesforce
11123564,Inactive Investor,Cole Morrill,,J.P. Morgan Securities LLC New York NY 277 Park Ave,cole.morrill@jpmorgan.com,,Salesforce
10947539,Inactive Investor,Valerie Finn,,PFS Investments Inc. East Tawas MI 211 Newman St,valerie.finn@primerica.com,,Salesforce
9563898,,Joseph Ida,,,joe.ida@marinerwealthadvisors.com,,List import
10385816,,Tomato Tan,,,tomatomobilecentre01@gmail.com,,Web form fillout
10611701,,Lisa Valerio,"Broker, Financial Advisor",,lisa@valeriofinancialgroup.com,,List Import
9571718,,James Bratcher,,,jimmy@financialmanagementadvisors.com,,List import
10984268,Inactive Investor,Nicholas Licouris,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,nick@gerberkawasaki.com,,Salesforce
10921618,Inactive Investor,Ryan McGinn,,"Cambridge Investment Research, Inc. Malvern PA 1600 Paoli Pike",,,Salesforce
10937515,Inactive Investor,Carl Erickson,Chief Compliance Officer;Managing Partner,"Horizon Wealth Group, LLC",,,Salesforce
11079605,Inactive Investor,Stephanie Mechutan,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",stephanie.mechutan@nm.com,,Salesforce
11026980,Inactive Investor,Bradley Hardman,,"Allstate Financial Services, LLC Crossville TN 1307 West Ave",bradleyhardman@allstate.com,,Salesforce
10488208,,Harold Cook,"Financial Advisor, Vice President",Morgan Stanley,peyton.cook@morganstanley.com,,List Import
10847977,Inactive Investor,Michael Kozik,Account Executive;Branch Manager,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,mkozik@janney.com,,Salesforce
10810582,Inactive Investor,Craig Harvey,,"Horace Mann Investors, Inc. Provo UT 380 S 900 W",,,Salesforce
11174516,Inactive Investor,Joseph Fugate,Financial Advisor,LPL Financial LLC Beloit KS 201 S Mill St,joe.fugate@lpl.com,,Salesforce
10880581,Inactive Investor,Christian Petredis,Financial Advisor;Member;Principal,Petredis Investment Advisors,,,Salesforce
10792933,Inactive Investor,John Becker,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 6393 Oak Tree Blvd",john.t.becker@ampf.com,,Salesforce
10972518,Inactive Investor,Madison Moua,Client Specialist,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",madison.moua@firsthorizon.com,,Salesforce
9638893,,Steven Turner,,,steven.turner@morganstanley.com,,List import
11091746,Inactive Investor,Christina Guevara,,"Transamerica Financial Advisors, Inc Frisco TX 2591 Dallas Pkwy",christina.guevara@tfaconnect.com,,Salesforce
10840830,Inactive Investor,Jeannie Chan,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",jeannie.q.chan@wellsfargo.com,,Salesforce
11097507,Inactive Investor,Chris Abeyta,Advisor,"RFG Advisory, LLC Colorado Springs CO 555 Middle Creek Pkwy",,,Salesforce
10848296,Inactive Investor,Ronald Bertke,,"Hornor, Townsend & Kent, LLC Encino CA 17632 Bessemer St",rbertke@htk.com,,Salesforce
10870052,Inactive Investor,Caleb Vetter,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
121096,,Laurie Adams,Financial Advisor,Eagle Strategies LLC,ladams@ft.newyorklife.com,425-462-4945,
10843744,Inactive Investor,Clinton Walkner,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner;Member,Walkner Condon Financial Advisors LLC,clint@walknercondon.com,,Salesforce
10843482,Inactive Investor,Benny Heeb,Chief Executive Officer;Managing Member;Owner;President;Regulatory Contact,Stock Management LLC,,,Salesforce
11205398,Inactive Investor,Michael Harnden,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Snohomish WA 1219 13th St",michael.harnden2@wellsfargo.com,,Salesforce
10916705,Inactive Investor,Dylan Bruce,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10857729,Inactive Investor,Andrew Jamison,Chief Executive Officer,"Main Avenue Financial Services, LLC",andrew@main-avenue.com,,Salesforce
10656521,,Brooke Galassi,,,brooke.l.galassi@jpmorgan.com,,List Import
10615482,,Michael Fruchtman,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President",,michael.fruchtman@morganstanley.com,,List Import
9646143,,Davis Sky,,,davis@davisstudios.com.au,,List import
218105,,Joseph Figazolo,,Dr. Joseph Figazolo,figazolo@outlook.com,6613303277,source
11100357,Inactive Investor,Caleb Harris,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",,,Salesforce
11078445,Inactive Investor,Franco Tucciarelli Herrera,,"InSight Securities, Inc. Miami FL 777 Brickell Ave",,,Salesforce
11012077,Inactive Investor,Donovan Dubois,,Mutual of America Securities LLC Covington KY 50 E Rivercenter Blvd,donovan.dubois@mutualofamerica.com,,Salesforce
10985920,Inactive Investor,Sree Lakshmi Velamuri,,"Valley Financial Management, Inc.",,,Salesforce
9629104,,Lisa Chua,,,lisa.chua@man.com,,List import
10761213,Inactive Investor,Charles Farrington,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Boston MA 28 State St,charles.farrington@morganstanley.com,,Salesforce
10999283,Inactive Investor,Thomas Franklin,,Edward Jones Blue Ridge GA 3798 E First St,ryan.franklin@edwardjones.com,,Salesforce
10786010,Inactive Investor,Andrew Bailey,,Goldman Sachs & Co.,andrew.bailey@gs.com,,Salesforce
10762020,Inactive Investor,Patricia Wenzel,Financial Advisor;Managing Director;Managing Director - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",patricia_wenzel@ml.com,,Salesforce
10933558,Inactive Investor,Lois Woods,,"Allstate Financial Services, LLC Saint Petersburg FL 147 2nd Ave S",loiswoods@allstate.com,,Salesforce
11201931,Inactive Investor,Brian Stout,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,brian.stout@primerica.com,,Salesforce
11196783,Inactive Investor,Tristin Hamel,,J.P. Morgan Securities LLC Raleigh NC 6201 Capital Blvd,tristin.hamel@jpmorgan.com,,Salesforce
10963554,Inactive Investor,Alexandra Tinsley-Hughes,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",alex.tinsley@raymondjames.com,,Salesforce
10813731,Inactive Investor,Gregg Haglund,Financial Advisor;Portfolio Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",gregg.haglund@wellsfargoadvisors.com,,Salesforce
10647842,,Bradley Jenkins,,,brad@jenkinswealth.com,,List import
10612431,,Margarita Lay,Financial Advisor,,margarita.lay@prudential.com,,List Import
11162888,Inactive Investor,Doreen Eldred,,Morgan Stanley Columbus OH 4343 Easton Cmns,doreen.eldred@morganstanley.com,,Salesforce
10944846,Inactive Investor,Michael Tamayo,Private Client Advisor,J.P. Morgan Securities LLC Las Vegas NV 9680 W Skye Canyon Park Dr,michael.tamayo@jpmorgan.com,,Salesforce
10783975,Inactive Investor,Craig Gralia,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",craig.gralia@schwab.com,,Salesforce
11028774,Inactive Investor,Kenneth Lindsay,,"Allstate Financial Services, LLC West Chester OH 8055 Cincinnati Dayton Rd",kennethlindsay@allstate.com,,Salesforce
9552915,,Alex Babin,,,kalyasha72@gmail.com,,List import
10696254,,Jason Port,,Westport Capital Partners,jport@westportcp.com,,List Import
11126015,Inactive Investor,Sonya Bessong,,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",sonya.bessong@tiaa.org,,Salesforce
11181102,Inactive Investor,Bryan Perretta,,NYLIFE Securities LLC Chalfont PA Private Residence,bmperretta@ft.newyorklife.com,,Salesforce
11008445,Inactive Investor,John Oakley,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",john.oakley@prudential.com,,Salesforce
10874559,Inactive Investor,Leslie Flores,,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",leslie.flores@wellsfargoadvisors.com,,Salesforce
11101451,Inactive Investor,Larry Hixon,,Cetera Advisor Networks LLC Fort Scott KS 207 E 1st St,hixonl@ceteranetworks.com,,Salesforce
9570872,,Lawrence Kaplow,,,larry.kaplow@suntrust.com,,List import
11186667,Inactive Investor,Daniel Foland,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10871585,Inactive Investor,Matthew Agada,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Germantown MD 19707 Germantown Rd",matthew.agada@ml.com,,Salesforce
11049932,Inactive Investor,Egidio Difazio,,The Huntington Investment Company,egidio.difazio@huntington.com,,Salesforce
11010515,Inactive Investor,Larry Goldberg,,"Bankers Life Securities, Inc. Schaumburg IL 1101 Perimeter Dr",larry.goldberg@bankerslife.com,,Salesforce
10695841,,Lee Chapman,,Davenport & Company LLC,lchapman@investdavenport.com,,List Import
10979264,Inactive Investor,Nora Holcomb,,The Huntington Investment Company Traverse City MI 1227 E Front St,nora.holcomb@huntington.com,,Salesforce
11026445,Inactive Investor,Jason Miller,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10992277,Inactive Investor,Joshua Cauthon,,"FBL Marketing Services, LLC Carbondale KS 417 S Topeka St",joshua.cauthon@fblfinancial.com,,Salesforce
10809028,Inactive Investor,Gregory Ostedgaard,Chief Compliance Officer;President,Financial Professionals Incorporated,,,Salesforce
10988632,Inactive Investor,Charles Cherry,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,charles.cherry@jpmorgan.com,,Salesforce
11006157,Inactive Investor,Ed Thompson,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,,,Salesforce
10913751,Inactive Investor,Lois Williams,,J.P. Morgan Securities LLC Houston TX 600 Travis St,lois.williams@jpmorgan.com,,Salesforce
10798501,Inactive Investor,Michael Genduso,Senior Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Brooklyn NY 836 Manhattan Ave,michael.genduso@citi.com,,Salesforce
9603909,,KIM WALDMAN,,,kwaldman@withum.com,,List import
10796151,Inactive Investor,Terry Brough,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",terry.brough@raymondjames.com,,Salesforce
11016164,Inactive Investor,Woody Ayers,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,wjayers@ft.newyorklife.com,,Salesforce
10803196,Inactive Investor,Barry Manko,Financial Advisor;First Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,barry.manko@morganstanley.com,,Salesforce
10942983,Inactive Investor,Kaela Staton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11134655,Inactive Investor,Jackymarn Caldez,,PFS Investments Inc. Chicago IL 5251 N Lawler Ave,jcaldez@primerica.com,,Salesforce
9543758,,Brooke Boone,,,brooke@weatherlyassetmgt.com,,List import
349014,,Charles Gifford,Elected Manager,"New Heritage Capital, Llc",cgifford@newheritagecapital.com,617-439-0688,Manual List Upload
9550282,,Jake Masterson,,,jmasterson@buckinghamgroup.com,,List import
9610259,,Hanindyo Notohatmodjo,,,hanindyo@gmail.com,,List import
11181533,Inactive Investor,Bruce Lick,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",bruce.lick@wellsfargoadvisors.com,,Salesforce
156845,,MaxSim Neyka,,[Unknown],jarinek@netzero.net,,Direct
10980485,Inactive Investor,Kevin Huberty,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",kevin.huberty@nm.com,,Salesforce
9616539,,Quincy Crosby -,,,crosbydquincy42@gmail.com,,List import
9570823,,a b,,,grayscale@alistair.ninja,,List import
9554380,,Johanna Lobdell,,,johanna@fuscofinancial.net,,List import
10928273,Inactive Investor,Emily Mccrea,Private Bank Senior Associate;Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",emily.mccrea@bofa.com,,Salesforce
339663,,Matt Yohe,Partner,Mpe Partners,myohe@mpepartners.com,216-416-7500,Manual List Upload
11106078,Inactive Investor,Michael Hart,Chief Executive Officer;Director,Hemispheres Investment Management,mhart@hemispheresim.com,,Salesforce
10918266,Inactive Investor,Greysen Stefani,Investment Advisor Representative,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",greysen.stefani@voya.com,,Salesforce
1002787,Inactive Investor,Aaron Beltrami,Portfolio Manager,Crestwood Advisors,abeltrami@crestwoodadvisors.com,617-523-8880,
11177134,Inactive Investor,Scott Trendell,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Keene NH 117 West St",scott.trendell@ampf.com,,Salesforce
9612568,,Charles McCaleb,,,cmccaleb@driehaus.com,,List import
11073358,Inactive Investor,James Lombardi,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",james.lombardi@wfa.com,,Salesforce
10821675,Inactive Investor,Gust Dekavallas,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
11068314,Inactive Investor,Yasmine De Lannoy-Reynolds,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Los Angeles CA 12335 Venice Blvd,yasmine.reynolds@jpmorgan.com,,Salesforce
9646577,,Nishit Sheth,,,nshethhome@gmail.com,,List import
112581,,Andrew Vix,,Advanced Financial Consultants,avix@advancedfin.com,,Event
10801176,Inactive Investor,Suzanne Cook,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Corvallis OR 2273 NW Professional Dr",suzanne.cook@wellsfargoadvisors.com,,Salesforce
11010776,Inactive Investor,Richard Burton,,"Osaic FS, Inc. Durham NC 3805 University Dr",,,Salesforce
11233882,Inactive Investor,Marina Glavota,,Cetera Investment Services LLC West Palm Beach FL 372 S Rosemary Ave,,,Salesforce
10999015,Inactive Investor,Octavio Pina-Morelli,,"Allstate Financial Services, LLC Santa Ana CA 1903 S Main St",octaviopina@allstate.com,,Salesforce
9600208,,Cheri Butts,,,denisebutts@argi.net,,List import
10836857,Inactive Investor,Mandy Baune,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",mandy.baune@nm.com,,Salesforce
11161187,Inactive Investor,Joshua Sinkuc,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",joshua.f.sinkuc@nm.com,,Salesforce
11118983,Inactive Investor,Douglas Esquer,Financial Advisor,"Ameriprise Financial Services, LLC Redlands CA 101 E Redlands Blvd",douglas.esquer@ampf.com,,Salesforce
10937402,Inactive Investor,Elvin Amos,,PFS Investments Inc. Morrow GA 1115 Mount Zion Rd,elvin.amos@primerica.com,,Salesforce
10658817,,Mary Foley,,,mary.foley@raymondjames.com,,List Import
10939326,Inactive Investor,Michael Jimenez,Financial Advisor,"Osaic FS, Inc. San Antonio TX 601 NW Loop 410",,,Salesforce
9568358,,Julius Jack Armstrong,,,moneyjja@gmail.com,,List import
11109549,Inactive Investor,Clare Hiatt,Associate Vice President;Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",clare.hiatt@ampf.com,,Salesforce
11206145,Inactive Investor,Loyd Bouldin,,LPL Financial LLC Jacksboro TX 111 N Main St,brad.bouldin@lpl.com,,Salesforce
9604941,,Jerome Kahn,,,jerome.kahn@lpl.com,,List import
10815769,Inactive Investor,David Morgan,,"Ceros Financial Services, Inc. Norwalk CT 50 Washington St",dmorgan@cerosfs.com,,Salesforce
11184106,Inactive Investor,Patricia Milligan,,UBS Financial Services Inc. Sewickley PA 2200 Georgetown Dr,patricia.milligan@ubs.com,,Salesforce
11011664,Inactive Investor,Anthony Junjulas,,LPL Financial LLC Fishkill NY 6 Schuyler Blvd,anthony.junjulas@lpl.com,,Salesforce
179356,,Chris Stanley,Secretary of the Trustee,[Unknown],chris.stanley@go-pensions.co.uk, +44 203 727 9850,Database Upload
11210768,Inactive Investor,John Mcquade,,"Bessemer Investor Services, Inc.",,,Salesforce
8207062,,Noble Bender,,,rodus@bussiness.com,,Web Form Fillout
9624475,,Nawaf Alarfaj,,,nawaf.app1980@gmail.com,,List import
11128417,Inactive Investor,Jamie Kaestner,,"Saxony Securities, Inc. Minneapolis MN 7209 Bristol Cir",,,Salesforce
10783947,Inactive Investor,Matthew Wilder,Investment Executive,"Fifth Third Securities, Inc. Tampa FL 9450 W Linebaugh Ave",matthew.wilder@53.com,,Salesforce
9599960,,Xen Baynham-Herd,,,xen@blockchain.com,,List import
11143325,Inactive Investor,Kristina Wagner,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",kristina.a.wagner@ml.com,,Salesforce
186387,,MASHA PRUSSO,HEAD OF PR,POLYGON,masha.prusso@gmail.com,.,
10992657,Inactive Investor,Carmella Stamm,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",,,Salesforce
1001150,Inactive Investor,Daniel Szoke,,Iconiq Client,dszoke@iconiqcapital.com,,3rd Party Lead Gen
206142,,paddy ok,,[Unknown],paddyokore39@gmail.com,,
9570531,,Robert Doyle,,,rd1786712@gmail.com,,List import
11016318,Inactive Investor,James Adams,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,Adams Wealth Management,,,Salesforce
10615996,,Matthew Alexander,,,matt.alexander@lpl.com,,List Import
1004225,Inactive Investor,David Madden,,David Madden,dmadden@wintrust.com,,3rd Party Lead Gen
11193417,Inactive Investor,William Martin,Chief Compliance Officer;Chief Wealth Officer,Earned Wealth,,,Salesforce
10064,,Andrew Chao,,Valley Perinatal And Genetics,perin8ac@gmail.com,19257861150,Paid Search
11090562,Inactive Investor,James Buley,Financial Advisor,LPL Financial LLC San Diego CA 11545 W Bernardo Ct,james.buley@lpl.com,,Salesforce
10939187,Inactive Investor,Frederick Cross,Financial Advisor,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
11052701,Inactive Investor,Percy Mason,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",percy.mason@ml.com,,Salesforce
9616348,,Paul Phillips,,,paul.simon.phillips@gmail.com,,List import
10785189,Inactive Investor,Shawn Carvalho,Senior Client Service Specialist,"Charles Schwab & Co., Inc. Temecula CA Private Residence",shawn.carvalho@schwab.com,,Salesforce
10949211,Inactive Investor,Kyle Grisz,Chief Compliance Officer;Managing Member,"Voyage Wealth Management, LLC",,,Salesforce
10773579,Inactive Investor,Christine Baier,Financial Consultant,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",christine.baier@wellsfargoadvisors.com,,Salesforce
11233277,Inactive Investor,Trenton Dardick,,J.P. Morgan Securities LLC San Francisco CA 500 Van Ness Ave,trenton.dardick@jpmorgan.com,,Salesforce
10962488,Inactive Investor,Matthew Minichello,,"NewEdge Securities, Inc. Greenwich CT 500 W Putnam Ave",,,Salesforce
10871829,Inactive Investor,Edward Ranieri,Vice President - Wealth Management,LPL Financial LLC Aston PA 4500 Pennell Rd,edward.ranieri@lpl.com,,Salesforce
9575199,,antoinette heffner,,,geema1055@yahoo.com,,List import
10885437,Inactive Investor,Xinyang Liu,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11070413,Inactive Investor,Steven Borden,Chief Compliance Officer;Chief Operating Officer,"Raskob Kambourian Financial Advisors, Ltd.",steveb@rkfin.com,,Salesforce
9626454,,Low Kean Heng,,,l2l_cx@outlook.com,,List import
11050969,Inactive Investor,Scott Frank,Chief Compliance Officer;Founder;Managing Member,"Stone Steps Financial, LLC",scott@stonestepsfinancial.com,,Salesforce
11171952,Inactive Investor,Janine Cardone,,"Allstate Financial Services, LLC Brockport NY 30 N Main St",janinenudd@allstate.com,,Salesforce
10907493,Inactive Investor,Brian Pope,President,Pope Wealth Management,bpope@mulliganfg.com,,Salesforce
10829715,Inactive Investor,Austin Chen,International Client Advisor;Portfolio Manager;Vice President;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,austin.chen@morganstanley.com,,Salesforce
10851702,Inactive Investor,James Barton,Financial Advisor;Financial Planning Specialist,Morgan Stanley McLean VA 1650 Tysons Blvd,james.r.barton@morganstanley.com,,Salesforce
10487990,,Ben E Thomas,"Financial Advisor, Vice President - Investments","Wells Fargo Clearing Services, LLC",ben.thomas@wellsfargoadvisors.com,,List Import
11009789,Inactive Investor,Delia Ryan,,"Sanford C. Bernstein & Co., LLC Boston MA 53 State St",delia.ryan@bernstein.com,,Salesforce
9629231,,William Lynn,,,blynn@beacontradingllc.com,,List import
11153977,Inactive Investor,Vevelyn Tripp,,State Farm VP Management Corp. Eastpointe MI 24530 Gratiot Ave,,,Salesforce
10865733,Inactive Investor,Douglas Brkich,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,douglas.brkich@opco.com,,Salesforce
10929419,Inactive Investor,Matthew Schultz,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11185341,Inactive Investor,Michael Franklin,Chief Compliance Officer;Financial Advisor;Managing Member,"Franklin Legacy Financial, LLC",michael@franklinlegacyfinancial.com,,Salesforce
11235485,Inactive Investor,Gabriel Ahmed,Investment Advisor Representative;Investment Research Associate,Ethical Capital Investment Collaborative Newtown CT Private Residence,,,Salesforce
11008141,Inactive Investor,Ronald Nightingale,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,rnightingale@primerica.com,,Salesforce
9579207,,andy ji,,,jizhoudong@ont.io,,List import
11188499,Inactive Investor,Maiko Nicklos,,"Ameriprise Financial Services, LLC",maiko.nicklos@ampf.com,,Salesforce
10831639,Inactive Investor,James Riner,,"Centaurus Financial, Inc. Redlands CA 1706 Plum Ln",,,Salesforce
10920373,Inactive Investor,Nick Fotos,Financial Advisor,Edward Jones Easley SC 1097 S Pendleton St,nick.fotos@edwardjones.com,,Salesforce
9580129,,Bijan Sakaki,,,bsakaki@gmail.com,,List import
10959897,Inactive Investor,Ronald Coleman,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,ronald.coleman@primerica.com,,Salesforce
11191214,Inactive Investor,Frank Hetrick,Partner,"Harmony Wealth Advisors, LLC Edgewater MD 48S S River Rd S",,,Salesforce
10780565,Inactive Investor,Carolyn Sims,,"Ameriprise Financial Services, LLC Canton NC 303 New Clyde Hwy",carolyn.j.sims@ampf.com,,Salesforce
11095138,Inactive Investor,Cole Tan,,"Wells Fargo Advisors Financial Network, LLC Park City UT 375 Deer Valley Dr",cole.tan@wfafinet.com,,Salesforce
11151263,Inactive Investor,Kolburn Conway,Financial Advisor,Edward Jones Keller TX 5310 N Tarrant Pkwy,kolburn.conway@edwardjones.com,,Salesforce
9632314,,chimaobim Eke-emezie,,,chimaobim.ekemezie@gmail.com,,List import
11008686,Inactive Investor,Cassandra Fullilove,,Goldman Sachs & Co. Westport CT 55 Greens Farms Rd,cassandra.fullilove@gs.com,,Salesforce
10960102,Inactive Investor,Dominick Hagstette,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,dhagstette@primerica.com,,Salesforce
11106762,Inactive Investor,Richard Ganong,Board Member;Director;Member,"LMCG Investments, LLC",,,Salesforce
10840608,Inactive Investor,Kyle Lanter,Financial Advisor,Robert W. Baird & Co. Incorporated Madison IN 220 Clifty Dr,klanter@rwbaird.com,,Salesforce
11013414,Inactive Investor,Amir Whyen,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,,,Salesforce
10757624,Inactive Investor,Leighton Welch,Chief Executive Officer;Senior Portfolio Manager,Welch Capital Partners LLC New York NY 601 Lexington Ave,lwelch@welchcapital.com,,Salesforce
164871,,P Zh,,[Unknown],pengzh.leo@gmail.com,,
9563044,,Todd Keynes,,,tkeynes@icloud.com,,List import
11211242,Inactive Investor,Kathleen Kinard,,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 1 Greenwood Dr",,,Salesforce
10890325,Inactive Investor,Matthew Bird,Head - Investments;Managing Director,Neuberger Berman BD LLC,matthew.bird@nb.com,,Salesforce
350264,,Dean Beckley,Chief Information Security Officer,"M Holdings Securities, Inc.",dean.beckley@mfin.com,800-656-6960,Manual List Upload
10908140,Inactive Investor,Kayleigh Horn,,"Cambridge Investment Research, Inc. Newport Beach CA 23 Corporate Plaza Dr",,,Salesforce
9600988,,William Ehrbar,,,william.ehrbar@kestrafinancial.com,,List import
10972789,Inactive Investor,Timothy Kamp,,"Fifth Third Securities, Inc. Cincinnati OH 4100 Hunt Rd",timothy.kamp@53.com,,Salesforce
4290,,Trevor Langeloh,,Morgan Stanely,trevor.langeloh@ms.com,9176730439,
11238791,Inactive Investor,Chris Eddy,,"Berkeley Capital Partners, LLC",chris.eddy@berkeleycp.com,,Salesforce
10902523,Inactive Investor,James Andresen,,Country Capital Management Company Tinley Park IL 17605 Oak Park Ave,jim.andresen@countryfinancial.com,,Salesforce
11047884,Inactive Investor,Steven Gordon,Financial Advisor;Vice President,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",steven.gordon@rbc.com,,Salesforce
11171597,Inactive Investor,Douglas Wenzel,Director,Robert W. Baird & Co. Incorporated Cedar Rapids IA 200 5th Ave SE,dwenzel@rwbaird.com,,Salesforce
11131265,Inactive Investor,Cristina James,,"Wells Fargo Clearing Services, LLC Albuquerque NM 3022 Central Ave SE",cristina.james@wellsfargo.com,,Salesforce
151786,,molly oneill,,[Unknown],mollymoneill@gmail.com,,
10784251,Inactive Investor,Stacey Pagan Walker,Officer;Senior Client Associate,"Wells Fargo Clearing Services, LLC Lakeland FL 500 S Florida Ave",stacey.walker@wfadvisors.com,,Salesforce
11177701,Inactive Investor,Gregory Roventini,Manager,"Concourse Financial Group Securities, Inc. Delray Beach FL Private Residence",gregory.roventini@concoursefinancial.com,,Salesforce
11090539,Inactive Investor,Lydia Patricio,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,lpatricio@ft.newyorklife.com,,Salesforce
235461,, -,,[[Unknown]],dalecheatham@gmail.com,,
10659446,,Dustin Letterle,,,dustin.j.letterle@jpmorgan.com,,List Import
10888322,Inactive Investor,Anna Rederer,,J.P. Morgan Securities LLC Saint Charles IL 575 S Randall Rd,anna.b.rederer@jpmorgan.com,,Salesforce
10936435,Inactive Investor,Brock Brannon,,"Cambridge Investment Research, Inc. Vandalia IL 311 Banker Blvd",,,Salesforce
10829224,Inactive Investor,Wesley Kelsey,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",wes.kelsey@wellsfargoadvisors.com,,Salesforce
11144606,Inactive Investor,Henry Nunez,Financial Consultant,"Osaic Institutions, Inc. Scarsdale NY 1075 Central Park Ave",,,Salesforce
10827637,Inactive Investor,Joshua Musher,Chief Compliance Officer;Chief Operating Officer;Partner,Arbiter Partners,jmusher@arbiterpartners.net,,Salesforce
11033565,Inactive Investor,Terreaux Williams,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
10936993,Inactive Investor,Jeremy Portnoff,Chief Compliance Officer;Owner,PortSalus Wealth Management Ladera Ranch CA 1 Buckaroo Rd,jeremy@portsalus.com,,Salesforce
10872327,Inactive Investor,Seema Sharma,,"Wells Fargo Clearing Services, LLC Collingswood NJ 690 W Cuthbert Blvd",seema.sharma@wellsfargoadvisors.com,,Salesforce
9570508,,Daniel Mack,,,dan@nantahalapartners.com,,List import
11129098,Inactive Investor,Nathan Marsden,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",nathan_marsden@ml.com,,Salesforce
10759511,Inactive Investor,Rupert Watson,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",rupert_watson@ml.com,,Salesforce
9645858,,Wilson Parkinson,,,wilsonparkinson1999@gmail.com,,List import
9566392,,ayat jatan,,,ayat.jatan@gmail.com,,List import
10825034,Inactive Investor,Craig Schultz,,D.A. Davidson & Co. South Jordan UT 489 W South Jordan Pkwy,cschultz@dadco.com,,Salesforce
11154531,Inactive Investor,Cole Radzewicz,,"VALIC Financial Advisors, Inc. Ocean Springs MS Private Residence",,,Salesforce
11236235,Inactive Investor,Tobin Petrie,Investment Advisor Representative,TruEdge Asset Management LLC,,,Salesforce
10817611,Inactive Investor,Ian Armstrong,Chief Operating Officer;Chief Operations Officer;Co-Founder;Managing Member;Regulatory Contact,"Clear Harbor Asset Management, LLC",iarmstrong@clearharboram.com,,Salesforce
10813230,Inactive Investor,Peter Harrington,,"U.S. Sterling Securities, Inc.",,,Salesforce
9598687,,Jeffrey Pesta,,,jpesta@carsoninstitutional.com,,List import
10837395,Inactive Investor,Steven Adkinson,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",steven_adkinson@ml.com,,Salesforce
10925280,Inactive Investor,Steven Chafin,Financial Advisor,Edward Jones Clermont GA 5264 Cleveland Hwy,michael.chafin@edwardjones.com,,Salesforce
10864687,Inactive Investor,Elnora Gordley,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,elnora.gordley@primerica.com,,Salesforce
11222225,,Carl Hedstrom,,,chedstrom@wealthenhancement.com,,List Import
10888460,Inactive Investor,Kimberly Ritchie,,"Raymond James & Associates, Inc. Tallahassee FL 2065 Thomasville Rd",kim.ritchie@raymondjames.com,,Salesforce
11146741,Inactive Investor,Joshua Lawrence,,"U.S. Bancorp Investments, Inc. Fargo ND 401 Broadway N",josh.lawrence@usbank.com,,Salesforce
11230806,Inactive Investor,Nancy Ireland,,LPL Financial LLC Eatontown NJ 145 Wyckoff Rd,,,Salesforce
11211455,Inactive Investor,Amy Foster,,"Osaic Wealth, Inc. Torrance CA 2790 Skypark Dr",,,Salesforce
10774663,Inactive Investor,Brent Kimbel,Private Wealth Advisor,"Ameriprise Financial Services, LLC Madison WI 2601 W Beltline Hwy",brent.a.kimbel@ampf.com,,Salesforce
11026947,Inactive Investor,Daniel Dougherty,,State Farm VP Management Corp. Wilmington DE 5600 Kirkwood Hwy,,,Salesforce
11081895,Inactive Investor,Alejandro Seda,,"Allstate Financial Services, LLC Jacksonville FL 3546 Saint Johns Bluff Rd S",alejandroseda@allstate.com,,Salesforce
11130052,Inactive Investor,Vipul Patel,,HSBC Securities (USA) Inc. Washington DC 325 7th St NW,,,Salesforce
11196754,Inactive Investor,Rana Yacoub,,J.P. Morgan Securities LLC Wilton CT 34 Danbury Rd,rana.yacoub@jpmorgan.com,,Salesforce
11135227,Inactive Investor,Tasha Voss,,"Horace Mann Investors, Inc. Saint Paul MN 2079 County Road D E",tasha.quinn@horacemann.com,,Salesforce
10920227,Inactive Investor,Robert Killion,,"Osaic Wealth, Inc. Laguna Niguel CA 29231 Kestrel Ln",,,Salesforce
352141,,Jacqueline Pena,Executive Assistant,"Fusion Family Wealth, Llc",j.pena@fusionfamilywealth.com,516-206-1320,Manual List Upload
11106727,Inactive Investor,Heidi Johnson,Chief Compliance Officer,Fort Point Capital Partners LLC,,,Salesforce
338994,,Denio Bolzan,Managing Director,"Pfingsten Partners, L.l.c.",dbolzan@pfingsten.com,312-222-8707,Manual List Upload
11022366,Inactive Investor,William Dutton,Financial Advisor,"Osaic Wealth, Inc. San Diego CA 3530 Camino Del Rio N",,,Salesforce
9610592,,Kenneth King,,,kking@acgov.org,,List import
9556455,,John Akin,,,logan.akin@suntrust.com,,List import
9572606,,Yingyong Lachianghian,,,buntoshi@gmail.com,,List import
11105335,Inactive Investor,Rollin Warren,,SECU Brokerage Services Raleigh NC 1621 Pacific Dr,rollin.warren@ncsecu.org,,Salesforce
10616788,,Cataldo Panici,,,cpanici@wintrustwealth.com,,List Import
10889366,Inactive Investor,Elliot Santana-Ortiz,,PFS Investments Inc. Guaynabo Camino Alejandrino,elliot.santanaortiz@primerica.com,,Salesforce
10820371,Inactive Investor,Nicole Ducey,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",nikki.crawford@nm.com,,Salesforce
11005410,Inactive Investor,Randy Posey,,"Allstate Financial Services, LLC Fort Payne AL 207 Gault Ave S",,,Salesforce
10768142,Inactive Investor,Seth Jackier,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,sjackier@rwbaird.com,,Salesforce
9632515,,Gray Son,,,dr.wankzone@gmail.com,,List import
9562249,,Khotso Maje,,,khotsomaje0@gmail.com,,List import
11155797,Inactive Investor,Kurt Smith,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",kurt.p.smith@nm.com,,Salesforce
10931543,Inactive Investor,Elizabeth Mckiernan,,"First Command Brokerage Services, Inc. Colorado Springs CO 1277 Kelly Johnson Blvd",esmckiernan@firstcommand.com,,Salesforce
10803749,Inactive Investor,Jayme Bailey,Vice President,Robert W. Baird & Co. Incorporated Dunlap IL Private Residence,jrbailey@rwbaird.com,,Salesforce
233890,, -,,[[Unknown]],ottislee@protonmail.com,,
9580083,,Eric Hollen,,,eric.hollen@hollenfinancialplanning.com,,List import
10432294,,John O'Neal,,,jxow@yahoo.com,,Web Form Fillout
11170674,Inactive Investor,Brian Hinkle,Business Development Officer,The Huntington Investment Company Barberton OH 90 5th St SE,brian.hinkle@huntington.com,,Salesforce
10953616,Inactive Investor,Denny Hooten,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",denny.hooten@ml.com,,Salesforce
11040320,Inactive Investor,Andrew Ivory,,Vanguard Marketing Corporation,andrew_ivory@vanguard.com,,Salesforce
9551493,,Ryan Cope,,,ryan_cope@americancentury.com,,List import
11185208,Inactive Investor,Alyson Cifu,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",alyson.waller-cifu@ml.com,,Salesforce
4905089,,Diego Alfonso,,,diego.proactiveconstructionph@gmail.com,,Web Form Fillout
11126505,Inactive Investor,Lois Lazenby,Member;Owner;Partner,"Mersereau, Lazenby & Rockas, L.L.C.",,,Salesforce
157176,,Zaki Peshimam,,[Unknown],zakipimam@gmail.com,,Paid Social
9641151,,Oliver Fochler,,,oliver.fochler@stonemountain-capital.com,,List import
10846060,Inactive Investor,Brandon Langley,Co-Founder;Owner;President,Spartan Planning Group Greensboro NC 1250 Revolution Mill Dr,,,Salesforce
10510094,,Daniel Santiago,Vice President,Tidal Financial Group,dsantiago@tidalfg.com,,List Import
10615725,,John Linehan,,,john.linehan@opco.com,,List Import
10487077,,Randy Russell,,J.P. Morgan Securities LLC,randy.russell@jpmorgan.com,,List Import
11063034,Inactive Investor,Matthew Reghetti,Managing Director;Partner,"Marcum Wealth, LLC Akron OH 971 E Turkeyfoot Lake Rd",matthew.reghetti@marcumwealth.com,,Salesforce
10927570,Inactive Investor,Jana Cechova,,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",jana.cechova@nm.com,,Salesforce
10760843,Inactive Investor,Joseph Miscia,Financial Consultant,Thrivent Investment Management Inc. Estero FL Private Residence,joe.miscia@thrivent.com,,Salesforce
10937941,Inactive Investor,Andrew Grande,Regional Director,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",andrew.grande@prudential.com,,Salesforce
11222554,,Marci Rosenfeld,,,mrosenfeld@firstrepublic.com,,List Import
10767663,Inactive Investor,Lisa Bazzani,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",lisa.bazzani@ml.com,,Salesforce
10977722,Inactive Investor,Alesia Cooper,,"Wells Fargo Clearing Services, LLC Grand Prairie TX 3051 W Camp Wisdom Rd",,,Salesforce
9466742,,Hemanth Kapoor,,Hemanth Kapoor,hkap27@gmail.com,,3rd Party Lead Gen
11024400,Inactive Investor,Samuel Stephens,Premier Banker,"Wells Fargo Clearing Services, LLC Seattle WA 8517 35th Ave NE",,,Salesforce
11199120,Inactive Investor,Jason Bahramian,,"Voya Financial Advisors, Inc. Hermosa Beach CA 501 Herondo St",jason.bahramian@voya.com,,Salesforce
11232882,Inactive Investor,Sandy Sanchez,,"Wells Fargo Clearing Services, LLC Lompoc CA 645 W Central Ave",sandy.sanchez@wellsfargo.com,,Salesforce
9561931,,Changhwan -,,,ckdghks1@gmail.com,,List import
10879767,Inactive Investor,Ryan Kotys,Financial Advisor;Wealth Advisor,Kotys Wealth Professionals,ryan@kotyswealthpro.com,,Salesforce
10903934,Inactive Investor,Yadiel De Osaba,,J.P. Morgan Securities LLC Miami FL 2000 SW 57th Ave,yadiel.martinezdeosaba@chase.com,,Salesforce
9566790,,Judith Luddy,,,jluddy@massmutual.com,,List import
11186511,Inactive Investor,Lisa Deren,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10661841,,Michael Chick,,,mike.chick@lgima.com,,List Import
11140220,Inactive Investor,Floyd Ewing,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",floyd.ewing@equitable.com,,Salesforce
9610494,,George McMillan McMillan,,,gmcmillan2@hotmail.com,,List import
9618803,,Maria Davani,,,mariadavani@gmail.com,,List import
11207259,Inactive Investor,Christopher Kelly,Executive Director,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,christopher.kelly@jpmorgan.com,,Salesforce
10821503,Inactive Investor,James Straut,Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",james.straut@wellsfargoadvisors.com,,Salesforce
10647816,,Chloe Wood,,,chloe.hansen@morganstanley.com,,List Import
9546647,,Alan Inglis,,,dralaninglis@gmail.com,,List import
11018551,Inactive Investor,Andrew Flick,Wealth Management Advisor,"Visionary Wealth Advisors, LLC Palm Beach Gardens FL 4400 PGA Blvd",andrew.flick@vwa-llc.com,,Salesforce
11176640,Inactive Investor,Michael Schiff,Managing Partner;President,"Incomar Investments, LLC",,,Salesforce
11016771,Inactive Investor,Cooper Hartman,Financial Advisor,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,cooper.hartman@morganstanley.com,,Salesforce
11110878,Inactive Investor,Juan Acevedo,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,juan.acevedo@fmr.com,,Salesforce
191590,,A K M SAIFUL ISLAM,,[Unknown],abdulohab706@gmail.com,,source
167140,,Edward Peterson,,[Unknown],edwardpeterson7@gmail.com,,Organic Search
10815106,Inactive Investor,Dwight Steward,Financial Advisor,Edward Jones Arvada CO 7674 Grandview Ave,dwight.steward@edwardjones.com,,Salesforce
144386,,Derek Amey,Portfolio Manager,Strategicpoint Investment Advisors Llc,damey@strategicpoint.com,401-273-1500,Manual List Upload
10984864,Inactive Investor,Eric Frappier,,Cetera Investment Services LLC Fort Wayne IN 6851 W Jefferson Blvd,eric.frappier@ceterais.com,,Salesforce
10796204,Inactive Investor,Barbara Fraser,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,barbara.l.fraser@ubs.com,,Salesforce
9607646,,George Manning,,,gamann61@gmail.com,,List import
9564075,,Lei Shi,,,lei.shi@transamerica.com,,List import
9569606,,Ron Imbach,,,ron.imbach@gmail.com,,List import
11223270,,Kara Duckworth,,,kduckworth@merceradvisors.com,,List import
10662131,,Robert Riggs,,,robert.riggs@envestnet.com,,List Import
11202405,Inactive Investor,Scott Sollars,Director;Portfolio Manager;Senior Vice President;Senior Wealth Strategist,FCI Advisors,scott.sollars@fciadvisors.com,,Salesforce
11163735,Inactive Investor,Ryan McGhee,Financial Advisor,Edward Jones Saint Louis MO 11222 Tesson Ferry Rd,ryan.mcghee@edwardjones.com,,Salesforce
241632,,Woodie Wong,,[Unknown],tochaib4@yahoo.com,,Direct
11176522,Inactive Investor,Andrew Murphy-Rouse,Financial Advisor,Edward Jones Grants Pass OR 1830 NE 7th St,murphy-rouse@edwardjones.com,,Salesforce
9561173,,Vijaykrao@yahoo.com Kosaraju,,,vijaykrao@yahoo.com,,List import
9647028,,Donald Reckenbeil,,,dreckenbeil@verizon.net,,List import
10619587,,William Black,,,william.black@cnr.com,,List Import
10804817,Inactive Investor,Maryellen Peretzky,Paraplanner,"Ameriprise Financial Services, LLC Fort Mitchell KY 740 Centre View Blvd",maryellen.peretzky@ampf.com,,Salesforce
235767,, -,,[[Unknown]],vipinah@gmail.com,,Organic Search
11003219,Inactive Investor,Jessica Chen,,Edward Jones San Jose CA 2397 Forest Ave,,,Salesforce
10906900,Inactive Investor,Michael Peters,Chief Investment Officer;Co-Founder;Manager,Entasis Asset Management LLC,michael@entasisam.com,,Salesforce
10905353,Inactive Investor,Michael Warren,Financial Advisor,Edward Jones Pilot Mountain NC 101-D Shoals Rd,michael.warren@edwardjones.com,,Salesforce
9634538,,Justin Meng,,,jmeng@v3capmgmt.com,,List import
11116493,Inactive Investor,Christy Taggart,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Winchester VA 117 N Braddock St",christy.pauley@wellsfargoadvisors.com,,Salesforce
11099360,Inactive Investor,Tanisha Paysinger,,PFS Investments Inc. Monroe LA 1707 Shannon St,tanishapaysinger@primerica.com,,Salesforce
10611681,,Celeste Barham,Financial Advisor,,celeste.barham@wellsfargoadvisors.com,,List Import
10858480,Inactive Investor,Michael Purtill,Investment Advisor,Purtill Financial LLC,,,Salesforce
11190667,Inactive Investor,Andres Abramovits,Financial Advisor,Edward Jones Carrollton TX 4425 Plano Pkwy,andy.abramovits@edwardjones.com,,Salesforce
10848652,Inactive Investor,Bernadette Princiotta,,"Avantax Investment Services, Inc. Elmsford NY 570 Taxter Rd",bernadette.princiotta@myavantax.com,,Salesforce
11161441,Inactive Investor,Annunziata Romanzo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10883079,Inactive Investor,Connor Mcdermott,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10618253,,Thomas Stotz,,,thomas.stotz@wellsfargoadvisors.com,,List Import
10817025,Inactive Investor,Alexander Schilling,Chairman;Chief Executive Officer;Director;President,Union Square Global Wealth Management San Francisco CA 180 Geary St,aschilling@usqic.com,,Salesforce
10933660,Inactive Investor,Yudit Silveira,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,ysilveira@ft.newyorklife.com,,Salesforce
10760833,Inactive Investor,Harmon Dickson,Complex Manager;Senior Vice President,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",sam.dickson@raymondjames.com,,Salesforce
11051297,Inactive Investor,Craig Kaplan,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,craig.s.kaplan@morganstanley.com,,Salesforce
335465,,Matt Knoll,Financial Planner,"The Planning Center, Inc.",mattk@theplanningcenter.com,309-797-4030,Manual List Upload
11098302,Inactive Investor,Sandra Ray,Compliance Specialist;Regulatory Contact,"Prospera Financial Services, Inc.",sandi.ray@prosperafinancial.com,,Salesforce
10797184,Inactive Investor,Brandon McKown,,"Wells Fargo Clearing Services, LLC Sea Girt NJ 2175 Hwy 35",brandon.mckown@wellsfargo.com,,Salesforce
11139671,Inactive Investor,Christopher Sankey,Associate Manager;Branch Manager,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",christopher.sankey@ampf.com,,Salesforce
11204966,Inactive Investor,Manuel Ramos,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,mramos@josephstonecapital.com,,Salesforce
9631583,,Viktória Varga,,,viktoria.marta.varga@gmail.com,,List import
10833826,Inactive Investor,Matthew McDonald,,Sigma Financial Corporation Walled Lake MI 126 W Walled Lake Dr,,,Salesforce
11199199,Inactive Investor,Thomas Weik,Chief Investment Officer;Director;President;Regulatory Contact,Weik Capital Management,,,Salesforce
11032299,Inactive Investor,Kenneth Kortright,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11136529,Inactive Investor,Michael Reimer,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,michael.reimer@primerica.com,,Salesforce
237723,, -,,[[Unknown]],mario00111@windowslive.com,,
10959938,Inactive Investor,Kevin Barry,Chief Compliance Officer;Founder;Managing Member,"KB Wealth Management, LLC",kevin.barry@kbwealthmgt.com,,Salesforce
10794834,Inactive Investor,Brett Patten,,"BOK Financial Securities, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
11254024,Inactive Investor,Fiona Kastrati,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10894644,Inactive Investor,James Nevin,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,james.nevin@fidelity.com,,Salesforce
11106080,Inactive Investor,Karl Saunders,Chief Compliance Officer;Investment Advisor;Managing Director;Member,"Saunix Investment Management, LLC",kcs@saunix.net,,Salesforce
11142205,Inactive Investor,Benjamin Nahum,,Neuberger Berman BD LLC,benjamin.nahum@nb.com,,Salesforce
11023719,Inactive Investor,Fernando Lema,,Itau International Securities Inc.,fernando.lema@itauinternational.com,,Salesforce
11240812,,Surya Pratama,,,sur080899@gmail.com,,Web Form Fillout
10648374,,Desiree Segler,,,desiree.segler@heirloomwm.com,,List Import
10892094,Inactive Investor,Daniel Dickman,Financial Advisor,Edward Jones Buena Vista VA 227 W 21st St,daniel.dickman@edwardjones.com,,Salesforce
9574295,,Veselin Kolev,,,cryptoconsult9@gmail.com,,List import
10904590,Inactive Investor,Daniel Jabbour,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,daniel.jabbour@fmr.com,,Salesforce
10907346,Inactive Investor,Ryan Nietert,,"Cambridge Investment Research, Inc. Arlington Heights IL 3255 N Arlington Heights Rd",,,Salesforce
204267,,William Lefever,,[[Unknown]],wlefever@outlook.com,,Initial Salesforce Import
11155920,Inactive Investor,Chad Ward,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10900685,Inactive Investor,Darren Hinshaw,Director - Research;Financial Advisor,"NBC Securities, Inc. Windermere FL Private Residence",dhinshaw@nbcsecurities.com,407-921-9889,Salesforce
9637119,,Charles Clay,,,cclay@corinthiancap.com,,List import
10984763,Inactive Investor,Cedrick West,Chief Compliance Officer;President,"Blue Compass Wealth Management, LLC",,,Salesforce
10879443,Inactive Investor,Christopher Erlewine,Wealth Advisor,"Buckingham Strategic Wealth, LLC Charleston WV 101 Washington St E",cerlewine@buckinghamgroup.com,,Salesforce
10821241,Inactive Investor,Chad McKinney,,"Northwestern Mutual Investment Services, LLC Cheyenne WY 212 E 22nd St",chad.d.mckinney@nm.com,,Salesforce
10489173,,Gary Strawn,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",gary.strawn@tfaconnect.com,,List Import
11142436,Inactive Investor,Philip Hong,Financial Planner,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",philip.hong@prudential.com,,Salesforce
158155,,LIU LI,,[Unknown],465993801@qq.com,,Organic Search
10886620,Inactive Investor,Matthew Markle,Financial Advisor,Edward Jones Fort Collins CO 1730 S College Ave,matthew.markle@edwardjones.com,,Salesforce
11110279,Inactive Investor,Daniel Wohl,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",donny.wohl@ml.com,,Salesforce
10762503,Inactive Investor,Morgan Owen,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Bozeman MT 1101 E Main St,mowen@dadco.com,,Salesforce
11101225,Inactive Investor,Lori Brennan,Service Advisor,Commonwealth Financial Network Reading PA 2610 Westview Dr,lbrennan@commonwealth.com,,Salesforce
9595230,,Bradley Johnson,,,bzenlike@gmail.com,,List import
10960206,Inactive Investor,Evan Spiese,,"P.J. Robb Variable, LLC Wilmington NC 3301 Tipton Ct",,,Salesforce
10839703,Inactive Investor,Anna Broutzos,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,anna.broutzos@primerica.com,,Salesforce
10850256,Inactive Investor,William Krivicich,,"Kestra Investment Services, LLC Middletown NY 90 Crystal Run Rd",,,Salesforce
10616643,,Stephen Ciaccio,,,stephen.ciaccio@lpl.com,,List Import
11160341,Inactive Investor,Shawn Moussavi,,Morgan Stanley San Francisco CA 555 California St,shawn.moussavi@morganstanley.com,,Salesforce
9579411,,John Morris,,,jmorris@seraphimcapitalmanagement.com,,List import
9625705,,Yaopu Li,,,pinganyou4@gmail.com,,List import
9577195,,Adam Heckman,,,adam@stminv.con,,List import
10616611,,Stefan Rosuck,,,stefan.rosuck@lpl.com,,List Import
249301,,Souheil Yammine,,Antworks,souheily1975@gmail.com,,Manual List Upload
11145524,Inactive Investor,Robert Overby,,State Farm VP Management Corp. Saint Paul MN 5928 Lexington Ave N,robert.overby.qfls@statefarm.com,,Salesforce
11058243,Inactive Investor,Alexa Muir,,Goldman Sachs & Co.,,,Salesforce
11209952,Inactive Investor,Bryan Watson,Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11019080,Inactive Investor,Christian Fink,,J.P. Morgan Securities LLC Seaside CA 800 Broadway Ave,christian.fink@jpmorgan.com,,Salesforce
9547840,,Aldo Alfonso,,,aldoalfonso2020@gmail.com,,List import
9579747,,Robert Elrod,,,relrod@financialguide.com,,List import
10755997,Inactive Investor,Matthew Berman,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,matthew.berman@morganstanley.com,,Salesforce
10505912,,Curtiss Smith,Financial Advisor,Net Worth Advisory Group,curtiss@networthadvice.com,801-566-6639,List import
10982619,Inactive Investor,Chelsey Snyder,,"Cambridge Investment Research, Inc. Lewiston ID 504 Main St",,,Salesforce
11018520,Inactive Investor,Geoffrey Zawatski,Executive Director,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,geoffrey.zawatski@jpmorgan.com,,Salesforce
10881346,Inactive Investor,Larry Clayton,,Lincoln Investment Memphis TN 5050 Poplar Ave,lclayton@lincolninvestment.com,,Salesforce
10849262,Inactive Investor,Madonna Morel,,"Allstate Financial Services, LLC Winter Park FL 2531 Audrey Ave",,,Salesforce
10786142,Inactive Investor,Steven Cavazos,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",steven.cavazos@truist.com,,Salesforce
128007,,Melanie Jones,Senior Vice President,Evoke Advisors,mjones@evokeadvisors.com,,
11055077,Inactive Investor,Kevin McBarron,,Union Capital Company Carlsbad CA Private Residence,kmcbarron@unioncapital.com,,Salesforce
11018535,Inactive Investor,Charles Gibbons,Private Wealth Advisor;Vice President,"KFA Private Wealth Group, LLC",cgibbons@kfapwg.com,,Salesforce
10776323,Inactive Investor,Kelly Mullin,Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",kelly.mullin@bofa.com,,Salesforce
10844068,Inactive Investor,Brandon Wood,Chief Compliance Officer;Chief Executive Officer,Solidity Financial LLC,brandon@mysolidity.com,,Salesforce
9553498,,reed jason,,,reedjason695@gmail.com,,List import
10560876,Active Investor,Paul Orlandoni,,Paul Orlandoni,paulo@osins.com,12018875301,Salesforce
225955,, -,,[[Unknown]],kalpesh_patel@yahoo.com,,Initial Salesforce Import
11136303,Inactive Investor,David Murset,Financial Planner,Edward Jones Mesa AZ 2550 N Thunderbird Cir,david.murset@edwardjones.com,,Salesforce
9632861,,Melvin Bradley,,,ceomelvinbradley@gmail.com,,List import
124487,,Kevin Phillips,Financial Advisor,Savant Wealth Management,kphillips@savantcapital.com,(847) 457-3000,
9605361,,Andrew Keefer,,,akeefer@bmtc.com,,List import
10878226,Inactive Investor,Britni Hastings,,J.P. Morgan Securities LLC Vacaville CA 2011 Harbison Dr,britni.m.hastings@jpmorgan.com,,Salesforce
10753593,Inactive Investor,Connor Gustafson,Client Associate,UBS Financial Services Inc. New York NY 299 Park Ave,connor.gustafson@ubs.com,,Salesforce
1003476,Inactive Investor,Max Bandier,,Sony/ATV,mhbandier@gmail.com,,3rd Party Lead Gen
10753421,Inactive Investor,Allan Jones,Investment Advisor,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,allan.jones@lpl.com,,Salesforce
10561155,,Artem Antonov,,,antonovyo@icloud.com,,Web Form Fillout
10809547,Inactive Investor,Neil Lauro,,LPL Financial LLC Mineola NY 300 Old Country Rd,neil.lauro@lpl.com,,Salesforce
11009119,Inactive Investor,Edward Bleiberg,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
9575223,,Stephen Dennis,,,sdennis@lincolndouglas.net,,List import
10472315,,Garima Sharma,,,garima.sharma0516@gmail.com,,Web Form Fillout
9541643,,Dallas Downin,,,djdownin@gmail.com,,List import
6951295,,Michelle Johnson,,,riharaw495@pubpng.com,,Web Form Fillout
11122138,Inactive Investor,Michael Blando,Financial Advisor,Edward Jones Dillon MT 200 E Helena St,mike.blando@edwardjones.com,,Salesforce
9565830,,Harold Mendoza,,,cmaman11111@gmail.com,,List import
10755376,Inactive Investor,Miranda Mauriello,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",miranda.mauriello@ml.com,,Salesforce
9606515,,James Pribble,,,jpribble2@gmail.com,,List import
10851543,Inactive Investor,Amy Anderson,Director - Marketing;Financial Advisor;Investment Advisor Associate;Managing Partner;Owner,BF/Anderson,amy.anderson@bfanderson.com,,Salesforce
11175141,Inactive Investor,Jayden Parker,,"Allstate Financial Services, LLC Amarillo TX 3606 S Washington St",,,Salesforce
10864448,Inactive Investor,Saumya Shah,,Goldman Sachs & Co.,,,Salesforce
10931714,Inactive Investor,Chris Hanrahan,Chief Compliance Officer;Managing Member;Managing Partner,Chevelon Capital Management LLC,chris@cheveloncap.com,,Salesforce
10779509,Inactive Investor,Michael Terzich,Senior Vice President,"Northern Trust Securities, Inc. Gibsonia PA 510 Jennifer Ln",terzich.michael@ntrs.com,,Salesforce
10948136,Inactive Investor,Neil Weaver,Financial Consultant,Edward Jones Tualatin OR 12205 SW Tualatin Rd,neil.weaver@edwardjones.com,,Salesforce
11039312,Inactive Investor,Jason Woodard,,"Allstate Financial Services, LLC Denver CO 10465 Melody Dr",jasonwoodard@allstate.com,,Salesforce
11007750,Inactive Investor,Owen King,Financial Advisor,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",owen.king@equitable.com,,Salesforce
211212,,Jeremiah Joseph,,[Unknown],drjfc1@gmail.com,,
10696119,,Natalie Douglas,,McIlrath & Eck LLC,natalie@mcilratheck.com,,List Import
10646386,,Adam Werther,,,awerther@tiaa-cref.org,,List Import
11097301,Inactive Investor,Gregory Clemmer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",greg_clemmer@ml.com,,Salesforce
10942719,Inactive Investor,William Metzner,Investment Executive;Vice President,"Stifel Independent Advisors, LLC Port Huron MI 818 Beard St",metznerw@stifelindependence.com,,Salesforce
9544968,,John Schrager,,,john@schragerlegal.com,,List import
10853784,Inactive Investor,Matthew Rhode,Financial Advisor,Edward Jones Brunswick OH 50 Pearl Rd,matthew.rhode@edwardjones.com,,Salesforce
11013424,Inactive Investor,Taylor Johnson,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
9561457,,Philip Insley,,,pinsley@massmutual.com,,List import
9541717,,Tom Kuo,,,tsuang.kuo@gmail.com,,List import
11134848,Inactive Investor,Mark Monroe,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hartford CT 20 Church St",mark.monroe@rbc.com,,Salesforce
11198761,Inactive Investor,Thomas Justice,,Emerson Equity LLC,,,Salesforce
10891554,Inactive Investor,Walter Myers,Financial Advisor,Edward Jones Ball LA 5531 Monroe Hwy,walter.myers@edwardjones.com,,Salesforce
11173093,Inactive Investor,Joshua Welch,,Cetera Advisor Networks LLC Elkhorn NE 3703 N 200th St,,,Salesforce
9622326,,Kevin Rollins,,,rollinskevin12@gmail.com,,List import
10974580,Inactive Investor,Christopher Stryker,Senior Manager,"Charles Schwab & Co., Inc. Hazlet NJ Private Residence",,,Salesforce
11095978,Inactive Investor,Robert Sloan,Regional Vice President,PFS Investments Inc. Jupiter FL 6650 W Indiantown Rd,robert.sloan@primerica.com,,Salesforce
11069586,Inactive Investor,Kalea Richardson,,"Wells Fargo Clearing Services, LLC San Francisco CA 1900 Union St",,,Salesforce
11126879,Inactive Investor,John Hewlett,,"RBC Capital Markets, LLC Conshohocken PA 300 Conshohocken State Rd",,,Salesforce
10645895,,Leigh Pollak,,,leigh.pollak@raymondjames.com,,List Import
11217984,,Andrea Guerra,,,andrea.guerra@jpmorgan.com,,List Import
11066603,Inactive Investor,Jennifer Gerarve,,"Ameritas Investment Company, LLC Metairie LA 3500 N Causeway Blvd",jgerarve@ameritas.com,,Salesforce
10942012,Inactive Investor,Derek Reid,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,derek.reid@primerica.com,,Salesforce
10841609,Inactive Investor,Candice Mora,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Miami FL 3250 Mary St",candice.mora@wfafinet.com,,Salesforce
11196204,Inactive Investor,Brian Franzen,Supervisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
11084794,Inactive Investor,Brian Tausan,,Country Capital Management Company Thornton CO 12021 Pennsylvania St,brian.tausan@countryfinancial.com,,Salesforce
11058565,Inactive Investor,Robert Smith,,"Ameriprise Financial Services, LLC Louisville KY 12700 Townepark Way",pete.a.smith@ampf.com,,Salesforce
10998563,Inactive Investor,Tyler Gilley,Associate Wealth Advisor,Halbert Hargrove,tgilley@halberthargrove.com,,Salesforce
9586071,,Rodney Cunningham,,,r.cunningham@fi.com,,List import
9601056,,Mike Minter,,,mminter@msfsolutions.com,,List import
9572111,,Renato Negrin,,,renato.negrin@decade-llc.com,,List import
334861,,Jeffrey Mercer,Member,Mcdonald Capital Management,jmercer@islaycapital.org,806-744-8617,Manual List Upload
9597087,,Stephen High,,,stephen@kraftasset.com,,List import
10882369,Inactive Investor,Racquel Tibbetts,Chief Compliance Officer;Managing Member;Managing Partner;Partner,"Bigelow Investment Advisors, LLC Portland ME 4 Moulton St",rtibbetts@bigelowadvisors.com,,Salesforce
9588623,,John Glynn,,,johnglynn@glynncapital.com,,List Import
10889732,Inactive Investor,Robert Lo,Financial Advisor,"Cornerstone Wealth Management, LLC Bellevue WA 12011 Bel-Red Rd",,,Salesforce
9610565,,Jason Sanders,,,jesanders@gmail.com,,List import
10942843,Inactive Investor,Kurt Culbert,,"Raymond James Financial Services, Inc. Salisbury NC 430 Jake Alexander Blvd W",kurt.culbert@raymondjames.com,,Salesforce
11221542,,Russell Jacobson,,,r.jacobson@astoriastrategicwealth.com,,List Import
9574835,,Rakesh Budhram,,,rbudhram@massmutual.com,,List import
11066768,Inactive Investor,Lisa Sternberg,Chief Compliance Officer;Chief Operations Officer,Highline Wealth Partners,lisa@highlinewp.com,,Salesforce
11053262,Inactive Investor,James Armijo,,State Farm VP Management Corp. Santa Fe NM 901 W Alameda St,james.armijo.jxfr@statefarm.com,,Salesforce
9590635,,Martin Luca de la Cruz DE LA CRUZ,,,martinluca.delacruz@gmail.com,,List import
10850206,Inactive Investor,Robert Kania,,"Kestra Investment Services, LLC Warrington PA 2600 Kelly Rd",robert.kania@nfp.com,,Salesforce
11157532,Inactive Investor,Abu Gofran,Financial Advisor,Lincoln Investment Upland CA 517 N Mountain Ave,agofran@lincolninvestment.com,,Salesforce
10795780,Inactive Investor,Janet Padula,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President;Workplace Advisor,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,janet.schiciano@morganstanley.com,,Salesforce
10773489,Inactive Investor,Gary Hassenfratz,,Cetera Investment Services LLC,gary.hassenfratz@ceterais.com,,Salesforce
10954864,Inactive Investor,Samuel Powell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11096586,Inactive Investor,Craig Delgiacco,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,craig.delgiacco@fidelity.com,,Salesforce
11098474,Inactive Investor,Noah Elias,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlottesville VA 123 E Main St",noah.elias@wellsfargoadvisors.com,,Salesforce
10806835,Inactive Investor,Lisa Kentfield,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Omaha NE 17117 Burt St",lisa.kentfield@mutualofomaha.com,,Salesforce
11055042,Inactive Investor,Robert Siegel,,"Southeast Investments, N.C., Inc. Deerfield Beach FL Private Residence",,,Salesforce
10808190,Inactive Investor,Eric Brudi,Financial Advisor,Edward Jones Kelso WA 204 Kelso Dr,eric.brudi@edwardjones.com,,Salesforce
10881730,Inactive Investor,Angela Ip,,Cetera Financial Specialists LLC Chicago IL 221 W Cermak Rd,angela.ip@ceterafs.com,,Salesforce
11097946,Inactive Investor,Peter Shiftouri,Analyst;Chief Executive Officer,Orion-Archstone Asset Management Inc.,petershift@orionassetinvestments.com,,Salesforce
9562116,,Kevin Carlton,,,kcarlton@bamadvisor.com,,List import
10788440,Inactive Investor,David Houchins,,"Truist Investment Services, Inc. Charleston WV 300 Summers St",,,Salesforce
197627,,Henry Colebrooke,,[Unknown],bcmco331@yahoo.com,,
9632606,,Alexander Bristol,,,bcdsnel@yahoo.com,,List import
10921112,Inactive Investor,John Kunz,,"Allstate Financial Services, LLC New Baltimore MI 35740 Green St",,,Salesforce
10757761,Inactive Investor,Steven Noto,,"RNR Securities, L.L.C.",steve@rnrsecurities.com,,Salesforce
9637827,,Scott Woodcock,,,swoodcock@nb.com,,List import
10905938,Inactive Investor,Edward Lee,,LPL Financial LLC Denver CO 1999 Broadway,ed.c.lee@lpl.com,,Salesforce
11233465,Inactive Investor,Tiffany Clark,Financial Planner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",tiffany.clark@schwab.com,,Salesforce
10926062,Inactive Investor,Neilson Licos,Investment Consultant,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",,,Salesforce
10862385,Inactive Investor,Mark Yozipovic,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,mark.yozipovic@primerica.com,,Salesforce
11014291,Inactive Investor,Armando Najera,,"Allstate Financial Services, LLC Las Cruces NM 3291 Del Rey Blvd",armandonajera@allstate.com,,Salesforce
11123521,Inactive Investor,Rebecca McCuistion,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",rebecca.mccuistion@nm.com,,Salesforce
9558894,,Alfred Sharfstein,,,fred.sharfstein@sagepointadvisor.com,,List import
9558746,,Paul Matten,,,pmatten91@gmail.com,,List import
3034778,,Edvard Shainidze,,,nikoshainidze88@gmail.com,,
10943004,Inactive Investor,David Bell-Higgins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10983626,Inactive Investor,Christopher McKissick,,"Osaic Institutions, Inc. Jennerstown PA 1626 Pitt St",cmckissick@infinexgroup.com,,Salesforce
10880844,Inactive Investor,James Johnson,Financial Advisor,LPL Financial LLC Lewisville TX 2900 Village Pkwy,trey.johnson@lpl.com,,Salesforce
11196185,Inactive Investor,Michael Fidler,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,michael.fidler@ubs.com,,Salesforce
10895681,Inactive Investor,Eric Zoldan,Investment Consultant,A.G.P / Alliance Global Partners Raleigh NC Private Residence,ezoldan@allianceg.com,,Salesforce
10986613,Inactive Investor,Timothy Bloomer,,"Citizens Securities, Inc. Rutland VT 47 Merchants Row",timothy.bloomer@citizenssecurities.com,,Salesforce
10979552,Inactive Investor,Shuk Ming Leung,Financial Services Consultant,HSBC Securities (USA) Inc. Cupertino CA 10745 S De Anza Blvd,mandy.leung@us.hsbc.com,,Salesforce
11126900,Inactive Investor,Carl Jeppesen,,"Allstate Financial Services, LLC Madison CT 1 Orchard Park Rd",carljeppesen@allstate.com,,Salesforce
11040188,Inactive Investor,Martin Chedid,Investment Planner;President,"MC Financial Management, Inc.",,,Salesforce
10897662,Inactive Investor,Bailey Nankin,Assistant Vice President,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11104439,Inactive Investor,Brandon Schmitt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",brandon.schmitt@schwab.com,,Salesforce
11103384,Inactive Investor,Kenneth Hamada,,"Avantax Investment Services, Inc. Prescott AZ 141 S McCormick St",,,Salesforce
11172552,Inactive Investor,Susan Cooper,,"Cambridge Investment Research, Inc. North Haven CT Private Residence",susan.cooper@cambridgesecure.com,,Salesforce
9569428,,John Pestikas,,,john.pestikas@pnc.com,,List import
11212476,Inactive Investor,Bradley Holman,Private Client Advisor,J.P. Morgan Securities LLC Livonia MI 37458 6 Mile Rd,bradley.holman@jpmorgan.com,,Salesforce
9599278,,Randol Curtis,,,rcurtis@onecapital.com,,List import
72110,,Mark Miller,Chief Compliance Officer,"Mountain Pacific Advisors, Llc",mark.miller@mountainpacificadvisors.com,425-284-7200,Manual List Upload
11059764,Inactive Investor,Jeff Renkert,,"Farmers Financial Solutions, LLC Bothell WA 19125 N Creek Pkwy",jrenkert@farmersagent.com,,Salesforce
11140063,Inactive Investor,Kathleen Manning,Financial Advisor,Edward Jones Greenwood MS 111 Grand Blvd,kathy.manning@edwardjones.com,,Salesforce
11197739,Inactive Investor,Thomas Boyd,Chief Compliance Officer;Managing Member;Managing Partner,Coral Reef Advisors LLC,,,Salesforce
348188,,Jeff Wills,"Managing Partner, Chief Operating Officer","Forthright Wealth Management, Llc",jeff.wills@forthrightwm.com,470-395-4749,Manual List Upload
11185698,Inactive Investor,Kylee Schaadt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9642447,,Rick Brzezinski,,,rbreez@chartermi.net,,List import
11165219,Inactive Investor,Erasmo Sosa,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",erasmo.sosa@ml.com,,Salesforce
10901575,Inactive Investor,Diego Aguero Ceresole,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,diego.aguero-ceresole@jpmorgan.com,,Salesforce
44578,,Mark Jensen,Financial Associate,Thrivent Investment Management Inc.,mark.jensen@thrivent.com,320-564-3836,
5142315,,kol das,,,nicamad298@jernang.com,,Web Form Fillout
7102985,,cdf ccdxs,,,viseyi3452@proexbol.com,,Web form fillout
76379,,David Patritti,Senior Financial Advisor,JAG Capital Management LLC,dpatritti@jagcapm.com,314-997-1277,
10890977,Inactive Investor,Adam Bray,,"Cambridge Investment Research, Inc. Columbus OH 1233 Shagbark Rd",,,Salesforce
9593387,,Andrew Zhong,,,zhonga@hmc.harvard.edu,,List import
11155632,Inactive Investor,Amanda Opulskas,,USA Financial Securities LLC Saint Joseph MI 728 Pleasant St,,,Salesforce
11083763,Inactive Investor,Gregory Sieghardt,,UBS Financial Services Inc.,gregory.sieghardt@ubs.com,,Salesforce
9617862,,Bradley Scelfo,,,brad@vardenpacific.com,,List import
10988295,Inactive Investor,Matthew Oholendt,,"Robinhood Financial, LLC New York NY 413 W 14th St",matthew.oholendt@robinhood.com,,Salesforce
209101,,Martin M,,[Unknown],extecmx3@gmail.com,,
9646259,,Tul Sunathvanichkul,,,maddoctul@gmail.com,,List import
10921888,Inactive Investor,Natallia Ornelas,Financial Advisor,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",natallia.ornelas@nm.com,,Salesforce
11170749,Inactive Investor,Patrick O'Leary,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,patrick.oleary@primerica.com,,Salesforce
9612091,,Alejandro Franco,,,alejo.francor@gmail.com,,List import
1004563,Inactive Investor,Jeremias Kangas,,Jeremias Kangas,jeremias@localbitcoins.com,,
9592211,,Brian Brescia,,,bjb@gbltrust.com,,List import
11201313,Inactive Investor,Brady Baxter,Financial Advisor;Financial Representative;Securities Representative,"Principal Securities, Inc. Bettendorf IA 5207 Competition Dr",baxter.brady@principal.com,,Salesforce
11270961,,Karina Khamzina,,,sponsors@blockchain-life.com,,Web Form Fillout
10768970,Inactive Investor,Kristopher Foster,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11211905,Inactive Investor,Johnathon Johnson,Financial Advisor Associate,"Ameriprise Financial Services, LLC Houston TX 1300 Hercules Ave",johnathon.johnson@ampf.com,,Salesforce
10962961,Inactive Investor,Jane Pickman,Branch Office Administrator,Edward Jones Atchison KS 527 Commercial St,janie.pickman@edwardjones.com,,Salesforce
10864646,Inactive Investor,Corey Daniel,Financial Advisor,LPL Financial LLC Lodi CA 2111 W Kettleman Ln,corey.daniel@lpl.com,,Salesforce
10958503,Inactive Investor,Alexandria Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roswell GA 700 W Crossville Rd",,,Salesforce
10957684,Inactive Investor,Alejandro Falcon Lemmo,Client Associate,UBS Financial Services Inc. Miami FL 100 SE 2nd St,alejandro.falcon-lemmo@ubs.com,,Salesforce
11088361,Inactive Investor,Harry Greene,Financial Planner,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",stan2.greene@prudential.com,,Salesforce
10888629,Inactive Investor,Mark Sattler,,Citigroup Global Markets Inc.,mark.sattler@citi.com,,Salesforce
11026021,Inactive Investor,Martha Rock,,PFS Investments Inc. Fort Lauderdale FL 5701 NW 88th Ave,mrock@primerica.com,,Salesforce
11139091,Inactive Investor,Douglas Wilks,,"Pruco Securities, LLC. Fort Payne AL 201 Gault Ave N",doug.wilks@prudential.com,,Salesforce
11107434,Inactive Investor,Douglas Babcock,,"GLP Investment Services, LLC",dbabcock@glpwins.com,,Salesforce
10891499,Inactive Investor,Thomas Bevington,Financial Advisor,Edward Jones Centerville IN 404 W Main St,scott.bevington@edwardjones.com,,Salesforce
11201350,Inactive Investor,Stephen Hull,Financial Advisor,Edward Jones Stillwater OK 1507 S Sangre Rd,matt.hull@edwardjones.com,,Salesforce
9592466,,Joseph Valicenti,,,valicentijm@valicenti.com,,List import
9645253,,Seth Moody,,,inersphobia@gmail.com,,List import
11176187,Inactive Investor,Derlan Chou,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,choud@ceteranetworks.com,,Salesforce
11200836,Inactive Investor,Deborah Wiggin,Chief Compliance Officer;Owner;President,Wiggin Financial Services,,,Salesforce
10645592,,Ricardo Arjona,,,rarjona@primerica.com,,List Import
10982130,Inactive Investor,Jairo Valles,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11083890,Inactive Investor,Craig Takaoka,,"Allstate Financial Services, LLC Libertyville IL 1580 S Milwaukee Ave",craigt@allstate.com,,Salesforce
10617420,,Stephen Bowen,,,sbowen@williamblair.com,,List Import
10804099,Inactive Investor,Frederick Zeller,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Towson MD 409 Washington Ave,fzeller@janney.com,,Salesforce
10613274,,Angelo Zappala,"First Vice President, Senior Financial Advisor",,angelo.zappala@ml.com,,List Import
11198751,Inactive Investor,David Vari,Financial Advisor;Vice President,PNC Investments Bear DE 250 Fox Hunt Dr,david.vari@pnc.com,,Salesforce
10990787,Inactive Investor,Jenny Krainess,,"Allstate Financial Services, LLC Cuyahoga Falls OH 2234 Riverfront Pkwy",jennykrainess@allstate.com,,Salesforce
11077863,Inactive Investor,Hunter Quigg,,Citigroup Global Markets Inc.,hunter.quigg@citigroup.com,,Salesforce
11036648,Inactive Investor,Eva Nunez,,J.P. Morgan Securities LLC Lynwood CA 3840 Martin Luther King Jr Blvd,eva.nunez@jpmorgan.com,,Salesforce
11154662,Inactive Investor,Alicia May,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,alicia.edmondson@fidelity.com,,Salesforce
10801161,Inactive Investor,Darren Kriston,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",darren.kriston@nm.com,,Salesforce
10855449,Inactive Investor,Jennifer Sik,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",jennifer_sik@ml.com,,Salesforce
222772,,sandip Jawle,,[Unknown],sandip12177@gmail.com,,Direct
11105988,Inactive Investor,Timothy Hoag,,"Hazard & Siegel, Inc. Buffalo NY 2875 Union Rd",thoag@hazardsiegel.com,,Salesforce
9635509,,Katharine Terrell,,,kterrell@whitedeerenergy.com,,List import
10983987,Inactive Investor,Edward Spaulding,,"KCD Financial, Inc. Ponte Verda FL Private Residence",,,Salesforce
10920962,Inactive Investor,Bryan Ellis,Chief Compliance Officer;Financial Advisor;President,"Second Mountain Financial, Inc.",bryan@eataxcpa.com,,Salesforce
10966781,Inactive Investor,Nicole Milovanovic,Financial Advisor,Edward Jones Bloomington IL 2424 E Lincoln St,nicki.milovanovic@edwardjones.com,,Salesforce
11003876,Inactive Investor,Christina Cosacco,,"W&S Brokerage Services, Inc. Pittsburgh PA 3 Penn Ctr W",,,Salesforce
10970278,Inactive Investor,Jackson Mckell,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
11254878,Inactive Investor,Darris Cassidy,,North Capital Private Securities Corporation Portland OR 16150 SW Upper Boones Ferry Rd,,,Salesforce
11208914,Inactive Investor,Zahid Jafry,Chief Compliance Officer;Founder;Managing Member,Onus Observer LLC,,,Salesforce
10830944,Inactive Investor,Christine Walsh,Assistant Vice President;Client Relationship Specialist,Morgan Stanley New York NY 1 New York Plz,cc.walsh@morganstanley.com,,Salesforce
9637644,,Michael Randazzo,,,mrandazzo@pentegra.com,,List import
9577858,,Tim Kennedy,,,floors1211@gmail.com,,List import
10798272,Inactive Investor,David Adams,Senior Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,dmadams@rwbaird.com,,Salesforce
341606,,Jon Finkel,Executive Officer,Landscape Capital Management Llc,jon@landscapecapital.com,201-266-7984,Manual List Upload
11206371,Inactive Investor,Shawna Medinger,,"Osaic Wealth, Inc. Camanche IA 2304 N Washington Blvd",,,Salesforce
9575872,,Harold Hurtt,,,haroldahurttjr@aol.com,,List import
9600010,,Gene Needles,,,gene.needles@ambeacon.com,,List import
10970217,Inactive Investor,Blake Bagshaw,Investment Advisor Representative,Sims Investment Management LLC Hillsboro OH Private Residence,blake@simsinvestment.com,,Salesforce
11104186,Inactive Investor,Diego Cappiello,Client Service Associate,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",diego.cappiello@ampf.com,,Salesforce
10864675,Inactive Investor,James Min,,Financial Telesis Inc Santa Monica CA 1460 4th St,,,Salesforce
10933299,Inactive Investor,Madhuri Bendale,,"Wells Fargo Clearing Services, LLC Mooresville NC 352 Williamson Rd",madhuri.bendale@wellsfargo.com,,Salesforce
10804659,Inactive Investor,Anne Pisoni,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10904390,Inactive Investor,Danika Rhinehart,Financial Advisor,Edward Jones Easton PA 2445 Lawnherst Ave,danika.rhinehart@edwardjones.com,,Salesforce
11008884,Inactive Investor,Eliza Siradze,Vice President,"Citizens Securities, Inc. Cranston RI 5 Garden City Dr",eliza.siradze@citizensbank.com,,Salesforce
11039676,Inactive Investor,Jeffrey Lewis,,Ages Financial Services Ltd. Haverhill MA 10-12 Phoenix Row,,,Salesforce
11014949,Inactive Investor,Marcillena Lomax,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,marcillena.lomax@primerica.com,,Salesforce
11068564,Inactive Investor,Douglas Mercado,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",douglas.mercado@nm.com,,Salesforce
10855484,Inactive Investor,Lindsay Sturmak,Head - Impact Investing;Partner,"Perigon Wealth Management, LLC Ridgewood NJ 215 E Ridgewood Ave",bsturmak@perigonwealth.com,,Salesforce
11205630,Inactive Investor,Joseph Riggs,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",,,Salesforce
10950056,Inactive Investor,Regina Kotzer,,"Avantax Investment Services, Inc. Danville PA 418 Railroad St",,,Salesforce
10887112,Inactive Investor,Timothy Eberle,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
189073,,Ines Navarro,,[Unknown],m.ines.navarro@gmail.com,,
10991044,Inactive Investor,Andrew Cohen,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,acohen@primerica.com,,Salesforce
11212145,Inactive Investor,Julie Hinsz,,LPL Financial LLC Bismarck ND 320 N 4th St,julie.hinsz@lpl.com,,Salesforce
44349,,Scott Henderson,Investment Advisor Representative,Abacus Investment Advisors,shenderson@abacusia.com,801-944-0145,
10991621,Inactive Investor,Steven Abraham,,J.P. Morgan Securities LLC Madison WI 758 N Midvale Blvd,steven.abraham@jpmorgan.com,,Salesforce
337015,,Kyle Mumford,Partner,"Kps Capital Partners, Lp",kmumford@kpsfund.com,212-338-5100,Manual List Upload
351760,,Gladys Cordova,Controller,Civc Partners,gcordova@civc.com,312-873-7300,Manual List Upload
10753630,Inactive Investor,Jason Pierce,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",,,Salesforce
11192738,Inactive Investor,Paul Vannuki,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",paul.vannuki@wellsfargoadvisors.com,,Salesforce
11192521,Inactive Investor,Todd Loxley,Financial Advisor,Edward Jones Canton OH 5886 Fulton Dr NW,todd.loxley@edwardjones.com,,Salesforce
10830447,Inactive Investor,Henry Coffey,,Wedbush Securities Inc. New York NY 142 W 57th St,henry.coffey@wedbush.com,,Salesforce
10955475,Inactive Investor,Robert Jones,Private Client Banker,J.P. Morgan Securities LLC New York NY 111 8th Ave,,,Salesforce
11042147,Inactive Investor,Schuyler Howe,Financial Advisor,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",,,Salesforce
10776089,Inactive Investor,Dennis Reiland,Co-President;Founder;Portfolio Manager,Private Management Group Inc,,,Salesforce
10993844,Inactive Investor,Bryan Clark,,"OneAmerica Securities, Inc. Kingsport TN 1567 N Eastman Rd",,,Salesforce
10827710,Inactive Investor,Dana Czmer,First Vice President - Investments,"Raymond James & Associates, Inc. Fenton MI 102 W Silver Lake Rd",dana.czmer@raymondjames.com,,Salesforce
11024921,Inactive Investor,Michael Fontan,,"Bankers Life Securities, Inc. North Charleston SC 7410 Northside Dr",michael.fontan@bankerslife.com,,Salesforce
9612734,,Alexander Gunn,,,alexandergunn01@yahoo.co.uk,,List import
11154169,Inactive Investor,Tyler Bernard,Financial Planner,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",,,Salesforce
11101918,Inactive Investor,Hannah Byron,Private Client Advisor;Senior Vice President - Investments,J.P. Morgan Securities LLC Rochester NY 690 Long Pond Rd,hannah.byron@jpmorgan.com,,Salesforce
9616731,,Doug Elmore,,,delmore@williamsparker.com,,List import
11026069,Inactive Investor,Karen Ritchie,,"Empower Financial Services, Inc Pike Road AL Private Residence",karen.ritchie@empower.com,,Salesforce
342655,,Adam Davis,Managing Partner,"Ecosystem Investment Partners, Llc",adam@ecosystempartners.com,443-921-9441,Manual List Upload
11110779,Inactive Investor,John Eisenhart,,"Wells Fargo Clearing Services, LLC",john.eisenhart@wellsfargoadvisors.com,,Salesforce
10962442,Inactive Investor,Wendy Beicke,,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,,,Salesforce
9564985,,Mark Haser,,,mhaser@artemisadvisors.net,,List import
11054370,Inactive Investor,Allen Schiff,Managing Member,"Schiff Wealth Advisors, LLC",,,Salesforce
10905032,Inactive Investor,Joelle Viloria,,PFS Investments Inc. Waipahu HI 94-487 Akoki St,joelle.viloria@primerica.com,,Salesforce
11212569,Inactive Investor,Laurie Taylor,,"OneAmerica Securities, Inc.",laurie.taylor@oneamerica.com,,Salesforce
370871,,David Duel,,United States,david@joineasyhealth.com,,Salesforce
10893479,Inactive Investor,Ernest Cox,,"Independent Financial Group, LLC Indio CA Private Residence",ecox@ifgrr.com,,Salesforce
342006,,John Burden,CEO And Co-manager,"Broadcrest Asset Management, Llc",jburden@broadcrest.com,407-754-0026,Manual List Upload
229562,, -,,[[Unknown]],pongsakk1983@gmail.com,,Direct
11083681,Inactive Investor,Bianca Anderson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11064556,Inactive Investor,Soll Goldenthal,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mystic CT 38 E Main St",goldents@stifel.com,,Salesforce
11106613,Inactive Investor,James Scallon,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10619381,,Brian Schneider,,,brian.s.schneider@morganstanley.com,,List Import
11036460,Inactive Investor,Damon Scott,,"Allstate Financial Services, LLC Shelby NC 404 Cherryville Rd",,,Salesforce
10988013,Inactive Investor,John Oleon,,"Avantax Investment Services, Inc.",,,Salesforce
11063129,Inactive Investor,Delton Bailey,Member,Bailey & Associates Investment Mgt. and Financial Planning LLC,,,Salesforce
10930331,Inactive Investor,Thomas Minegar,,"Osaic Wealth, Inc. Carlsbad CA 8085 Paseo Arrayan",,,Salesforce
10821570,Inactive Investor,Stephen Meskan,,Cabot Lodge Securities LLC Chicago IL 4110 N Leavitt St,stephen.meskan@clsecurities.com,,Salesforce
10902524,Inactive Investor,Paul Crookston,,NYLIFE Securities LLC Kaysville UT 283 N 300 W,pjcrookston@ft.newyorklife.com,,Salesforce
9601235,,Spencer Cooper,,,spencerc@rzhadvisors.com,,List import
10901480,Inactive Investor,Joseph Tassone,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",joseph.tassone@tdameritrade.com,,Salesforce
240566,,Green Sean,,PIMCO Investment Management,sean.green@pimco.com,,Event
9588155,,David Izzi,,,dizzi@brownlc.com,,List import
11113061,Inactive Investor,Gina Harper,Portfolio Associate,Morgan Stanley Columbia MD 6230 Old Dobbin Ln,gina.harper@morganstanley.com,,Salesforce
209748,,zico gaeffke,,[Unknown],zico.gaeffke@gmail.com,,Organic Search
10854686,Inactive Investor,Donald Hankins,Financial Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,david.hankins@lpl.com,,Salesforce
10927465,Inactive Investor,Diane Maxwell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
249067,,ka yuet chow,Client Account Associate,Janus Henderson Investors,kayuet.chow@janushenderson.com,,Manual List Upload
229453,, -,,[[Unknown]],eccodrivesolutions@gmail.com,,
10890733,Inactive Investor,Gul Zaidi,,"Wells Fargo Clearing Services, LLC Holmdel NJ 2145 State Rte 35",syeda.zaidi@wellsfargo.com,,Salesforce
10993947,Inactive Investor,Akhilesh Hiregoudar,,"RBC Capital Markets, LLC",akhilesh.hiregoudar@rbccm.com,,Salesforce
11181776,Inactive Investor,Wan Yang,Financial Professional,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",wan.yang@tfaconnect.com,,Salesforce
11057508,Inactive Investor,Callie Tilley,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Minneapolis MN 6996 France Ave S",,,Salesforce
11045775,Inactive Investor,Joseph Forman,,"Cambridge Investment Research, Inc. Columbia MD 10715 Little Patuxent Pkwy",,,Salesforce
11104419,Inactive Investor,Steven Santy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portsmouth NH 117 Bow St",,,Salesforce
11165501,Inactive Investor,Fernando Guerra,,"Samuel A. Ramirez & Company, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
11162843,Inactive Investor,Renee Axton,Investment Advisor,PNC Investments Pittsburgh PA 249 5th Ave,renee.axton@pnc.com,,Salesforce
11183728,Inactive Investor,David Dittman,Regional Leader,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,david.dittman@primerica.com,,Salesforce
10968484,Inactive Investor,Dylan Bonds,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11065314,Inactive Investor,Juan Ramos,Chief Investment Strategist,"Centaurus Financial, Inc. Downey CA 8141 2nd St",mramos@cfiemail.com,,Salesforce
229861,, -,,[[Unknown]],1433129186@qq.com,,
10613222,,Alexander Recchia,Senior Financial Advisor,,alexander.recchia@ml.com,,List Import
11137231,Inactive Investor,Santosh David,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,santosh.david@fidelity.com,,Salesforce
10888776,Inactive Investor,Mohammed Iftaiha,Financial Advisor,"Osaic Wealth, Inc. Reston VA 2100 Reston Pkwy",,,Salesforce
10810508,Inactive Investor,Lisa Hunter,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Easton MD 28601 Marlboro Ave,lisa.hunter@morganstanley.com,,Salesforce
9597032,,Angela Swiers,,,angelaswiers22@gmail.com,,List import
9565945,,Mark Jones,,,mark_e_jones@ml.com,,List import
10815716,Inactive Investor,Jacqueline Runnberg,Managing Director;Wealth Advisor,"River Street Advisors, LLC",,,Salesforce
9593502,,Eric Yount,,,ericy@moderawealth.com,,List import
10777449,Inactive Investor,Tobey Woodworth,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",tobey.n.woodworth@ml.com,,Salesforce
11125567,Inactive Investor,Kevin Sinagra,Director - Financial Planning;Partner,"Northwestern Mutual Investment Services, LLC Reston VA 11790 Sunrise Valley Dr",,,Salesforce
11052060,Inactive Investor,Michele Yenis,,PFS Investments Inc. Newtown PA 842 Durham Rd,michele.yenis@primerica.com,,Salesforce
340997,,Priscilla Boren,"Board Member, Treasurer","Wall Advisors, Inc.",pboren@walltitus.com,863-683-0708,Manual List Upload
194497,,Vint Persons,,Baird's Financial Advisors,vpersons@rwbaird.com,,source
11235621,Inactive Investor,Gavin Benbrook,Investment Consultant,San Luis Wealth Advisors,gavin@sanluis.com,,Salesforce
11183475,Inactive Investor,Rodney Vucenich,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",rodney.k.vucenich@wellsfargo.com,,Salesforce
10932635,Inactive Investor,Christopher Way,,"Hantz Financial Services, Inc.",christopher.way@hantzgroup.com,,Salesforce
10848556,Inactive Investor,Ree Grossman,Investment Advisor;Vice President,"North South Capital, LLC Chicago IL Private Residence",rgrossman@northsouthcap.com,,Salesforce
11103721,Inactive Investor,Grant Knutson,,Stephens,gknutson@stephens.com,,Salesforce
10616730,,Joseph Mchugh,,,joe.mchugh@lpl.com,,List Import
370745,,Joshua Suddens,,[Unknown],joshsuddens@gmail.com,,Salesforce
10879136,Inactive Investor,Richard Rudolph,Financial Advisor,Edward Jones Port Clinton OH 126 E 2nd St,rick.rudolph@edwardjones.com,,Salesforce
11030051,Inactive Investor,Michael Holland,,"Northwestern Mutual Investment Services, LLC Lake Charles LA 127 W Broad St",michael.b.holland@nm.com,,Salesforce
10873984,Inactive Investor,John Short,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",john.short@nm.com,,Salesforce
10914410,Inactive Investor,Michael Simpson,,"Cadaret, Grant & Co., Inc. Springfield MA 1 Monarch Pl",,,Salesforce
10753097,Inactive Investor,Carol Harrison,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 670 S Perry St",,,Salesforce
11219769,,Justin Eldridge,,,justin.eldridge@lpl.com,,Other
10871904,Inactive Investor,Glenn Kent,Financial Advisor,"Ameriprise Financial Services, LLC Roanoke VA 3130 Chaparral Dr",glenn.kent@ampf.com,,Salesforce
343852,,David Bunker,COO & CCO,Kosmos Management Llc,david.bunker@kosmosllc.com,206-624-8111,Manual List Upload
10761809,Inactive Investor,Mindy Day,Financial Planning Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,mindy.m.day@morganstanley.com,,Salesforce
11178249,Inactive Investor,Kevin Lynar,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 2300 E Las Olas Blvd",kevin.lynar@wfafinet.com,,Salesforce
9561264,,Jeff Larimore,,,jeff.larimore@cfdinvestments.com,,List import
1001870,Inactive Investor,Gary Rhoge,Vice President - Investments,Ascend Capital,grhoge@ascendcap.com, +1 201 242 5019,Database Upload
221047,,Shar Ky,,[Unknown],zarobotklb@gmail.com,,
10757111,Inactive Investor,Laura Richards,Financial Planning Analyst,Morgan Stanley Columbia SC 1320 Main St,laura.hood@morganstanley.com,,Salesforce
10810757,Inactive Investor,Thomas Helmig,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",t_helmig@ml.com,,Salesforce
11196661,Inactive Investor,Joy Aldridge,,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",joyaldridge@synovus.com,,Salesforce
10813444,Inactive Investor,Darin Hasson,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Youngstown OH 965 Windham Ct",darin.l.hasson@ampf.com,,Salesforce
372949,,Paul Geevarghese,,[Unknown],paylgeevarghese@gmail.com,,source
10998065,Inactive Investor,Nicole Kinnamon,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9589229,,Vincent Kondaveeti,,,vinkondaveeti@gmail.com,,List import
213035,,Jagdish Shah,director,The Hartford,shahjb40@yahoo.com,,Event
211075,,Alejandro Rodriguez,,[Unknown],alerodriguez1058@gmail.com,,Event
11036591,Inactive Investor,Anthony Pietruszka,,LPL Financial LLC Wilmington DE 15 Middleton Dr,anthony.pietruszka@lpl.com,,Salesforce
10782062,Inactive Investor,Patrick Carrigan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,patrick.carrigan@ubs.com,,Salesforce
9607664,,eric hillemeir,,,hillemeir24@gmail.com,,List import
9590456,,Emanuel Moreno,,,peste123negra@gmail.com,,List import
9546504,,Nancy Kelsey,,,nancy.kelsey@securitiesamerica.com,,List import
9584441,,Robert Forys,,,robert.forys@uboc.com,,List import
339479,,Keersten Davis,"Investment Team, Atlanta Office","Ashford Advisors, Llc",keersten.davis@ashfordadvisors.net,585-697-0362,Manual List Upload
11205220,Inactive Investor,Haleh Aryan,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",haleh.aryan@prudential.com,,Salesforce
11048787,Inactive Investor,Jonathan Ulloa,Financial Advisor,"Asia Pacific Financial Management Group, Inc.",julloa@apfmg.com,,Salesforce
11212395,Inactive Investor,Douglas Faupel,,Oppenheimer & Co. Inc. Chesterfield MO 16401 Swingley Ridge Rd,,,Salesforce
10888946,Inactive Investor,Wan Li,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",mindy.li@ml.com,,Salesforce
10971041,Inactive Investor,Brady Hall,Vice President,"Charles Schwab & Co., Inc. Carmel IN Private Residence",,,Salesforce
142895,,Joseph Michielsen,Financial Advisor,"Voya Financial Advisors, Inc.",jmichielsen@voyafa.com,503-517-9363,
9615152,,Jatinder Singh,,,jst6267@gmail.com,,List import
11158201,Inactive Investor,Joseph Schneider,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,jschneider@primerica.com,,Salesforce
10806459,Inactive Investor,Robert Frazier,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",robert.frazier@wellsfargoadvisors.com,,Salesforce
9641995,,Christopher Morello,,,christopher.morello@myciowp.com,,List import
9548318,,Brian Morfitt,,,brian@frazierhealthcare.com,,List import
11123227,Inactive Investor,David Belcher,,"First Command Brokerage Services, Inc. Biloxi MS 750 Dr Martin Luther King Jr Blvd",dwbelcher@firstcommand.com,,Salesforce
10808174,Inactive Investor,Daniel Seitz,First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",daniel.seitz@wellsfargo.com,,Salesforce
11117201,Inactive Investor,Gina Scott,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",gina.scott@ml.com,,Salesforce
10769950,Inactive Investor,Deanna Riccitelli,,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,deanna.riccitelli@opco.com,,Salesforce
10899045,Inactive Investor,Mat Turner,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 1400 S Big Bend Blvd",mat.turner@usbank.com,,Salesforce
11254153,Inactive Investor,Luke Light,Financial Consultant,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
10880947,Inactive Investor,Kevin Connolly,,"Allstate Financial Services, LLC Hixson TN 5251 Hwy 153",,,Salesforce
11154031,Inactive Investor,Mark Schweizer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mark.schweizer@schwab.com,,Salesforce
11063951,Inactive Investor,Julian Martini,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
9620897,,Franck Cushner,"Chief Compliance Officer, Portfolio Manager, President","Ensemble Financial, Inc.",fcushner@ensemblefinancial.com,,List import
10959331,Inactive Investor,Bradley Jeffries,,Fidelity Brokerage Services LLC,,,Salesforce
11016555,Inactive Investor,Eli Gonzalez,,J.P. Morgan Securities LLC Tampa FL 10430 Highland Manor Dr,eli.l.gonzalez@chase.com,,Salesforce
11038197,Inactive Investor,Stephen Schindler,,LPL Financial LLC Eagle ID 1119 E State St,stephen.schindler@lpl.com,,Salesforce
10819209,Inactive Investor,Jacob Dodson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jacob.dodson@schwab.com,,Salesforce
10774018,Inactive Investor,Adam Goldman,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",agoldman@mesirowfinancial.com,,Salesforce
11100906,Inactive Investor,Rollin Flintom,Financial Advisor;Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,r.flintom@morganstanley.com,,Salesforce
9549902,,daniel newdell,,,escapesamui@protonmail.com,,List import
10777856,Inactive Investor,David Knudsen,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Mountain View CA 650 Castro St,david.knudsen@morganstanley.com,,Salesforce
9577528,,Wesley Roland,,,wroland@royalaa.com,,List import
2624110,,Roshan king King,,,roshankewat980@gmail.com,,
10940036,Inactive Investor,Victoria Devoll,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10928463,Inactive Investor,John Dreher,,"Osaic Wealth, Inc. South Lyon MI Private Residence",,,Salesforce
11186820,Inactive Investor,Nick Heizer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,nick.heizer@fidelity.com,,Salesforce
10897802,Inactive Investor,Adam Trent,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,adam.trent@fidelity.com,,Salesforce
85630,,Edward McNicholas,Advisor,Valley Forge Financial Group,emcnicholas@vffg.com,4846794047,
10952950,Inactive Investor,Sean Thomas,,J.P. Morgan Securities LLC Grosse Pointe MI 460 Moross Rd,sean.e.thomas@jpmorgan.com,,Salesforce
10928315,Inactive Investor,Donald Denstaedt,,"Osaic Wealth, Inc. Sterling Heights MI 38600 Van Dyke Ave",,,Salesforce
9625074,,Kevin Meagher,,,meagher_k@verizon.net,,List import
10886939,Inactive Investor,John Hardison,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",john.hardison@ml.com,,Salesforce
9609303,,Colleen Carney,,,cccc@claremontcorp.com,,List import
11205120,Inactive Investor,Denis Garbo,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",dpgarbo@financialguide.com,,Salesforce
10613994,,Joseph Frank,"Financial Advisor, Investment Officer, Managing Director - Investments",,joseph.frank@wellsfargoadvisors.com,,List Import
11099229,Inactive Investor,Noah Fox,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
10876778,Inactive Investor,Jana Bailey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jana.bailey@fidelity.com,,Salesforce
10997457,Inactive Investor,Peter Reardon,,Cetera Advisor Networks LLC Tulsa OK 1350 S Boulder Ave,,,Salesforce
10951934,Inactive Investor,Richard Mukherjee,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,richard_mukherjee@vanguard.com,,Salesforce
10844483,Inactive Investor,Randall Vantassell,,"Avantax Investment Services, Inc. Bishop CA Private Residence",randy.vantassell@avantax.com,,Salesforce
10829789,Inactive Investor,Larry Osa,Vice President,Robert W. Baird & Co. Incorporated Peoria AZ 16155 N 83rd Ave,losa@rwbaird.com,,Salesforce
11209983,Inactive Investor,Christian Torres Oakes,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",christian.torres-oakes@schwab.com,,Salesforce
169485,,Lee Grosbard,,[Unknown],lgrosbard1@gmail.com,,Organic Search
149555,,Wahyu Anggara,,[Unknown],wputraanggara@gmail.com,,source
9617492,,Dustin Stitgen,,,dstitgen@invcg.com,,List import
11153850,Inactive Investor,William Duffy,,"Wells Fargo Clearing Services, LLC Cape Girardeau MO 97 N Kingshighway St",bill.duffy@wellsfargoadvisors.com,,Salesforce
9564891,,Joseph Gallo,,,joseph@blackcoralfa.com,,List import
10891215,Inactive Investor,Marjo Ylipelkonen,Senior Private Client Associate,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,mylipelkonen@janney.com,,Salesforce
11196484,Inactive Investor,Steven Langworthy,Financial Advisor,Edward Jones Brookfield IL 9136 Broadway Ave,steven.langworthy@edwardjones.com,,Salesforce
10876002,Inactive Investor,Alexander Perez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11052072,Inactive Investor,Anthony Sanchez,,"Farmers Financial Solutions, LLC Lakewood CA 11136 Del Amo Blvd",asanchez2@farmersagent.com,,Salesforce
9632764,,Lillian Lum,,,lillianlum@arttouchcollection.com,,List import
11092685,Inactive Investor,Ashley Olmo,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",ashley.felenczak@stifel.com,,Salesforce
9635841,,Patricia Sperduto,,,psperduto@meyercg.com,,List import
10777792,Inactive Investor,Jennifer Tuttle,Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jennifer.krone@ml.com,,Salesforce
9551786,,Sayaka Glaser,,,sogura@ft.newyorklife.com,,List import
11097246,Inactive Investor,Sumar Barakat,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10882153,Inactive Investor,John Parsons,,Cetera Advisor Networks LLC Half Moon Bay CA 721 Purissima St,,,Salesforce
10487001,,Sandra Bershad,"Branch Control Officer, Executive Director",Oppenheimer & Co. Inc.,sandy.bershad@opco.com,,List Import
10851522,Inactive Investor,Frank Slavinski,,State Farm VP Management Corp. Johnstown PA 226 Ohio St,,,Salesforce
10646113,,Thomas Vann,,,tdvann@vanninvestmentsllc.com,,List Import
11204964,Inactive Investor,Darren Speight,,"DFPG Investments, LLC San Jose CA 1764 The Alameda",,,Salesforce
10860375,Inactive Investor,Brandon Jones,Shareholder;Wealth Manager,Accredited Investors Wealth Management,brandon@accredited.com,,Salesforce
10356097,,Megumi Goto,,,suteki.otodoke.bin@gmail.com,,Web form fillout
9567360,,sophia brodsky,,,sophiabrodsky12345@gmail.com,,List import
10659726,,Benjamin Bahr,,,benjamin.j.bahr@chase.com,,List Import
11059081,Inactive Investor,Thomas Dolan,Financial Advisor,LPL Financial LLC Omaha NE 15750 W Dodge Rd,thomas.dolanjr@lpl.com,,Salesforce
10891188,Inactive Investor,Shane Edmond,,Bolton Global Capital Danbury CT 83 Wooster Hts,,,Salesforce
10963673,Inactive Investor,Ryan Petteruti,Financial Advisor,LPL Financial LLC Tallahassee FL 1673 Mahan Center Blvd,ryan.petteruti@lpl.com,,Salesforce
9630933,,Matt Polvi,,,matthew.polvi@gmail.com,,List import
10915143,Inactive Investor,Adam Aitken,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",adam.aitken@wellsfargoadvisors.com,,Salesforce
10801074,Inactive Investor,Scott Sarber,Chief Executive Officer;President;Senior Wealth Advisor,"Petersen Hastings Wealth Advisors, Inc.",,,Salesforce
9579657,,Keka Rath,,,krath@nextgenwealthllc.com,,List import
10824526,Inactive Investor,Michael Ribando,Client Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10958204,Inactive Investor,Jonathan Sabat,Wealth Advisor,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",jonathan.sabat@trilogyfs.com,,Salesforce
10901513,Inactive Investor,Steven Reauso,Financial Advisor,The Huntington Investment Company West Bloomfield MI 6705 Orchard Lake Rd,steven.m.reauso@huntington.com,,Salesforce
10854956,Inactive Investor,Tania Cadieux,,"Empower Financial Services, Inc",tania.cadieux@empower.com,,Salesforce
9610729,,Eduardo Barrios,,,sfnative888@gmail.com,,List import
352672,,Jonathan Hunnicutt,General Partner,"Westview Capital Management Company, Inc.",jeh@wvcapital.com,617-261-2050,Manual List Upload
10977841,Inactive Investor,Karl Hutchinson,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10790010,Inactive Investor,Stacey Ellis,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Saint Petersburg FL 100 2nd Ave S",stacey.m.ellis@rbc.com,,Salesforce
11085044,Inactive Investor,Jeramy Heath,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Management Director,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,jeramy.heath@morganstanley.com,,Salesforce
11030387,Inactive Investor,Ivy Emerick,,"Harvest Investment Services, LLC Westfield IN Private Residence",iemerick@harvestinvestmentservices.com,,Salesforce
11198781,Inactive Investor,John Beck,Associate Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,john.beck@corient.com,,Salesforce
10966870,Inactive Investor,Ellen Clarke,,"HighTower Securities, LLC Birmingham AL 100 Office Park Dr",eclarke@hightoweradvisors.com,,Salesforce
10923121,Inactive Investor,Efren Gonzalez-McKune,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,efren.gonzalez-mckune@jpmorgan.com,,Salesforce
11208404,Inactive Investor,Pramod Kapur,,"B.B. Graham & Company, Inc. Lincolnshire IL 475 Half Day Rd",,,Salesforce
11001860,Inactive Investor,Joshua Stevenson,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",josh.stevenson@nm.com,,Salesforce
9546022,,Keith Willerman,,,kwillerman@eaglestrategies.com,,List import
11150959,Inactive Investor,Roman Okrasinski,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",roman.okrasinski@nm.com,,Salesforce
9564779,,Richard Fallon,,,rfallon@cwgadvisors.com,,List import
11133395,Inactive Investor,Richard McLarey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,richard.mclarey@fidelity.com,,Salesforce
10880825,Inactive Investor,Ryan Buchanan,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member,RH Buchanan,rbuchanan@rhbuchanan.com,,Salesforce
10828306,Inactive Investor,Ryan Winter,Financial Advisor,Edward Jones Pinckneyville IL 1010 S Main St,ryan.winter@edwardjones.com,,Salesforce
10786448,Inactive Investor,Holly Pronze,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,holly.pronze@fidelity.com,,Salesforce
11153395,Inactive Investor,Joel Tremmel,,"HighTower Securities, LLC",jtremmel@hightoweradvisors.com,,Salesforce
11039532,Inactive Investor,Jeffrey Tyler,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",,,Salesforce
10979341,Inactive Investor,Cionne Beatty,,"Equitable Advisors, LLC",cionne.beatty@equitable.com,,Salesforce
156070,,dzdze dee,,[Unknown],matt.vizet@gmail.com,,
9611961,,Scott Baglio,,,sbaglio@parkriverfs.com,,List import
9582346,,Timothy Chang,,,timothy.chang@abbotdowning.com,,List import
10917176,Inactive Investor,William West,Vice President;Wealth Management Banker,"U.S. Bancorp Investments, Inc. Boise ID 7230 W Fairview Ave",,,Salesforce
10833531,Inactive Investor,Stephen Collins,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",stevecollins@financialguide.com,,Salesforce
9626098,,Joseph Watson,,,joewats17@gmail.com,,List import
163182,,EMRAH IBRAHIMOGULLARI,,[Unknown],eibrahimogullari@yahoo.com,,Organic Search
9596217,,John Howe,,,jhowe@oldhillfunds.com,,List import
10908275,Inactive Investor,Vernon Dabney,,"Raymond James Financial Services, Inc. Martinsburg WV 5801 Williamsport Pike",vernon.dabney@raymondjames.com,,Salesforce
10964674,Inactive Investor,Joseph Johnson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11198087,Inactive Investor,Kai Warren,,"U.S. Bancorp Investments, Inc. Seattle WA 1023 NE 63rd St",,,Salesforce
11137591,Inactive Investor,Ann Hansen,,LPL Financial LLC Glen Ellyn IL 321 Grandview Ave,ann.hansen@lpl.com,,Salesforce
11094075,Inactive Investor,Jonathan North,,"Cannon Securities, Inc.",,,Salesforce
349650,,Alan Schrager,"Portfolio Manager, senior Partner","Oak Hill Advisors, L.p.",aschrager@oakhilladvisors.com,212-326-1500,Manual List Upload
11127607,Inactive Investor,Carl Camp,Director;President,"Eclectic Associates, Inc. Fullerton CA 1021 W Bastanchury Rd",,,Salesforce
11192516,Inactive Investor,Mason Irby,Financial Advisor,Edward Jones Ridgeland MS 108 S Maple St,mason.irby@edwardjones.com,,Salesforce
8481130,,Teodora Grant,,USI,teddiekgrant@gmail.com,(214) 493-3707,List Import
172362,,Jimmy Li,,[Unknown],li_jimmy@hotmail.com,,
11174121,Inactive Investor,Stephen Hoover,Owner;President,Wealth Partners Corporation,steveh@wealthpartnerscorp.com,,Salesforce
11204513,Inactive Investor,John Zenger,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jzenger@tiaa-cref.org,,Salesforce
11164239,Inactive Investor,Sergei Zweibach,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",serge.zweibach@schwab.com,,Salesforce
10998551,Inactive Investor,Evan Richardson,Private Client Banker,J.P. Morgan Securities LLC Colorado Springs CO 402 N Tejon St,,,Salesforce
9556731,,Stephan Dier,,,stepgan1986@gmail.com,,List import
353378,,Jill Fopiano,President & Chief Executive Officer,O'Brien Wealth Partners LLC,jfopiano@obrienwp.com,(617) 547-6717,List Import
11194058,Inactive Investor,Daniel Skellan,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,,,Salesforce
10875701,Inactive Investor,Carmelo Cortes,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,carmelo.cortes@primerica.com,,Salesforce
10754780,Inactive Investor,Kirk Knudsen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New Haven CT 265 Church St,kirk.knudsen@ubs.com,,Salesforce
10771463,Inactive Investor,Steven Beauvais,Investment Advisor,Sowa Financial Group,sbeauvais@sowafinancial.com,,Salesforce
10807953,Inactive Investor,Richard McHugh,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",richard.mchugh@ml.com,,Salesforce
11097522,Inactive Investor,Michael Muniz,Financial Advisor,Integrated Wealth Concepts LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
9603958,,Jieei Lopes,,,delobe9621@maazios.com,,List import
10800180,Inactive Investor,Elizabeth Traxler,Managing Director,Neuberger Berman BD LLC,etraxler@nb.com,,Salesforce
10810831,Inactive Investor,John Belford,Executive Director;Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Omaha NE 13625 California St,john.belford@morganstanley.com,,Salesforce
9574318,,Michael Soroko,,,msoroko@massmutual.com,,List import
11041916,Inactive Investor,Lauren Hemmen,Financial Advisor,"Smith, Moore & Co. Effingham IL 401 S Banker St",lhemmen@smithmoore.com,,Salesforce
10925600,Inactive Investor,Jennie Barton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11079131,Inactive Investor,D Miller,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saratoga Springs NY 18 Division St",lee.miller@ml.com,,Salesforce
352876,,Patricio Bustamante,Board menber,Credicorp,pbustama@credicorpcapital.com,,Event
341675,,Phil Todd,Portfolio Manager,Cairn Capital Limited,phil.todd@cairncapital.com,442-072-594800,Manual List Upload
11160800,Inactive Investor,Jeffrey Zaffino,Wealth Strategy Associate,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,jeffrey.c.zaffino@ubs.com,,Salesforce
11017357,Inactive Investor,Alejandro Avina Cabezas,,PFS Investments Inc. Newark CA 39899 Balentine Dr,22xxc@primerica.com,,Salesforce
9597849,,Hyeonggyun Lim,,,hgdavid9344@gmail.com,,List import
10805677,Inactive Investor,John Jimenez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11053051,Inactive Investor,Susan Mathews,,"The Leaders Group, Inc. White Oak PA 1726 Lincoln Way",susan.mathews@leadersgroup.net,,Salesforce
9559177,,Abegail Cave,,,abegail_cave@lummis.senate.gov,,List import
9600327,,Geoff Broglio,,,geoff@gemspring.com,,List import
10990452,Inactive Investor,Sean Starkey,Branch Auditor,Edward Jones Ellerslie GA Private Residence,,,Salesforce
11149377,Inactive Investor,Dean Kaczorowski,Financial Advisor,Thrivent Investment Management Inc. Iron River MI 116 N 4th Ave,dean.kaczorowski@thrivent.com,,Salesforce
10911255,Inactive Investor,Arturo Macias,,"Wells Fargo Clearing Services, LLC Moreno Valley CA 14395 Moreno Beach Dr",arturo.maciashurtado@wellsfargoadvisors.com,,Salesforce
10837427,Inactive Investor,Victoria Arndt,Owner,Eagleson Arndt Financial Advisors,,,Salesforce
10754716,Inactive Investor,John Maser,,"Wells Fargo Advisors Financial Network, LLC Newport News VA 11815 Fountain Way",john.maser@wellsfargoadvisors.com,,Salesforce
11167258,Inactive Investor,Raymond Blackford,Financial Advisor,"Next Financial Group, Inc. Jacksonville FL 4600 Touchton Rd E",,,Salesforce
10911072,Inactive Investor,Todd Frederick,Chief Compliance Officer;Managing Member,"StoneCreek Private Wealth, LLC",,,Salesforce
11097909,Inactive Investor,Sterling Sessions,Chief Compliance Officer;Managing Member;Principal,"Prestige Wealthwide, LLC",,,Salesforce
10921723,Inactive Investor,Treviny Talbert,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,treviny_talbert@vanguard.com,,Salesforce
11122218,Inactive Investor,Asli Dolucan,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,asli.dolucan@chase.com,,Salesforce
6811435,,Acinta mollik,,,achintamollik@gmail.com,,Web form fillout
11190047,Inactive Investor,Preston Taylor,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",,,Salesforce
10771064,Inactive Investor,Karen Cacioppo,Vice President;Wealth Management Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,karen.cacioppo@morganstanley.com,,Salesforce
10858715,Inactive Investor,Richard Waits,,"Sunbelt Securities, Inc.",,,Salesforce
11028773,Inactive Investor,Mary Prosser,,"Allstate Financial Services, LLC Minnetonka MN 5101 Thimsen Ave",maryprosser@allstate.com,,Salesforce
11201697,Inactive Investor,Josephine Ferriola,Registered Client Service Associate,Morgan Stanley Madison CT 741 Boston Post Rd,,,Salesforce
227980,, -,,[[Unknown]],heavybrea@gmail.com,,
10806582,Inactive Investor,Cameron Van Burkleo,Financial Advisor,Edward Jones Powell TN Private Residence,cameron.vanburkleo@edwardjones.com,,Salesforce
342534,,Tom Ambrose,Partner,"Black Bay Energy Capital, Llc",tom@blackbayenergy.com,504-227-3020,Manual List Upload
10840201,Inactive Investor,Jaynish Gandhi,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jaynish.gandhi@ml.com,,Salesforce
9608082,,Colin Symons,,,colin@symonscapital.com,,List import
11166466,Inactive Investor,Alycia Zembruski,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",alycia.zembruski@nm.com,,Salesforce
10926269,Inactive Investor,Willard Gombert,Investment Advisor Representative,"Brokers International Financial Services, LLC. Davenport IA 4620 E 53rd St",wgombert@brokersifs.com,,Salesforce
10927846,Inactive Investor,Jacob Petersen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10885656,Inactive Investor,Rachel Garza,,LPL Financial LLC Houston TX 18211 Katy Fwy,rachel.garza@lpl.com,,Salesforce
10841400,Inactive Investor,Christopher Pulos,Financial Advisor,LPL Financial LLC Morrisville PA 301 Floral Vale Blvd,christopher.pulos@lpl.com,,Salesforce
10986078,Inactive Investor,Ashley Diciurcio,,Vanguard Marketing Corporation,ashley_diciurcio@vanguard.com,,Salesforce
10955244,Inactive Investor,Owen De Leon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
334491,,Jessica Joyce,"Sales, Trading Associate",Stonebridge Capital Advisors Llc,jjoyce@stonebridgecap.com,651-251-1000,Manual List Upload
10944894,Inactive Investor,Amy Brech,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",amy.brech@wslife.com,,Salesforce
9592652,,Justin Bockman,,,jsbockman@gmail.com,,List import
11036714,Inactive Investor,John Cole,Financial Advisor,Edward Jones Derby KS 1250 N Rock Rd,,,Salesforce
11035301,Inactive Investor,Christopher Kete,,Cetera Advisors LLC Bedminster NJ 376 Main St,,,Salesforce
9611779,,Prabhu Moorthy,,,prabhu@ush-vp.co.uk,,List import
10975003,Inactive Investor,Jennifer Knighten,,State Farm VP Management Corp. Carmichael CA 6130 Fair Oaks Blvd,jennifer.knighten.twxa@statefarm.com,,Salesforce
10822491,Inactive Investor,Frank Vaden,,"Truist Investment Services, Inc. Lynchburg VA 810 Main St",rvaden@truist.com,,Salesforce
372983,,? ?,,[Unknown],prudijanaya5psh1cd02g@gmail.com,,source
9640902,,Patrick May,,,han.rsl@gmail.com,,List import
11100915,Inactive Investor,Luis Cuevas,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11107775,Inactive Investor,Randall Rubin,,"DECCA Private Wealth Management, Inc. Los Angeles CA Private Residence",,,Salesforce
9636537,,David Kavanagh,,,dkavanagh@emccta.com,,List import
10899251,Inactive Investor,Joanne Bolden,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Wayne PA 200 W Lancaster Ave",,,Salesforce
11121683,Inactive Investor,Richard Hart,Operations Specialist;Paraplanner,"Ameriprise Financial Services, LLC Ann Arbor MI 1310 S Main St",richard.hart@ampf.com,,Salesforce
10871538,Inactive Investor,Barry Queen,,Cetera Advisor Networks LLC Pasadena CA 251 S Lake Ave,,,Salesforce
10848270,Inactive Investor,Erik Vollbrecht,Financial Consultant,"Equitable Advisors, LLC Wexford PA 11269 Perry Hwy",erik.vollbrecht@equitable.com,,Salesforce
10831709,Inactive Investor,Dan McLaughlin,,Key Investment Services LLC Beaverton OR 17455 SW Farmington Rd,dan.mclaughlin@key.com,,Salesforce
11107140,Inactive Investor,Adam Yekin,Financial Advisor,"Ameriprise Financial Services, LLC Chandler AZ 5690 W Chandler Blvd",adam.yekin@ampf.com,,Salesforce
9552858,,MARCELA GARCIA CONTI,,,marcela.garcia@opencard.com,,List import
11234696,Inactive Investor,Jill Hibyan,Client Advisor;Principal,F L Putnam Investment Management Co. Portland ME 5 Widgery Wharf,jhibyan@flputnam.com,,Salesforce
9598849,,Michael Mchargue,,,mmchargue@cscapitalinc.com,,List import
343116,,Patrick Gerbracht,Managing Director,Portfolio Advisors Llc,pgerbracht@portad.com,203-662-3456,Manual List Upload
10975128,Inactive Investor,Renee Williams,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,renee.williams@primerica.com,,Salesforce
10723486,,Don Hartig,,,d.hartig@businext.com,,Web Form Fillout
11198947,Inactive Investor,Swati Hofmann,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,swati.babber@jpmorgan.com,,Salesforce
10854706,Inactive Investor,Martina Goddard,,"Raymond James Financial Services, Inc. Cushing OK 300 N Harrison Ave",martina.goddard@raymondjames.com,,Salesforce
10611738,,Daniel Ortoli,"Financial Planner, Financial Services Executive, Investment Advisor Representative",,dortoli@barnumfg.com,,List Import
11016897,Inactive Investor,William Hudson,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10943978,Inactive Investor,Diane Esser,Member,"Direction Financial Management, LLC",diane@directionforyou.com,,Salesforce
9612276,,Chelsea Romaker,,,justaskchelsea@gmail.com,,List import
10963307,Inactive Investor,Scott Russell,,"American Fidelity Securities, Inc.",scotty.russell@americanfidelity.com,,Salesforce
241522,Inactive Investor,Sara Henry,,Alcoa Inc.,sara.henry@alcoa.com,(412) 553-3595,Database Upload
10606622,,William Matthes,"Co-Founder, Senior Portfolio Manager",Compass Wealth Management LLC,marilyn@compassam.net,203-453-7000,List Import
11081739,Inactive Investor,Robert Feiner,Investment Advisor,"Hornor, Townsend & Kent, LLC Valley Stream NY 99 W Hawthorne Ave",bfeiner@htk.com,,Salesforce
11019362,Inactive Investor,January Smith,Chief Compliance Officer;Founder;Owner,"Janus Financial Planning, LLC",,,Salesforce
9646460,,Kenneth An,,,semapo2017@gmail.com,,List import
11043434,Inactive Investor,Bradly Maddock,Chief Investment Officer,"Tandem Financial, LLC",brad@tandem-financial.com,,Salesforce
10961767,Inactive Investor,Connor Ladone,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10902538,Inactive Investor,Soraya Rodriguez,,"Wells Fargo Clearing Services, LLC Stockton CA 1045 W March Ln",soraya.ramirez@wellsfargoadvisors.com,,Salesforce
11164523,Inactive Investor,Joel Gonzalez,,"Farmers Financial Solutions, LLC Downey CA 9900 Lakewood Blvd",jgonzalez11@farmersagent.com,,Salesforce
11102352,Inactive Investor,Dennis Fulmer,Chairman;Co-Founder,Beese Fulmer Private Wealth Management Canton OH 220 Market Ave S,dfulmer@beesefulmer.com,,Salesforce
10783587,Inactive Investor,Rachel Trimble,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,rachel.trimble@fidelity.com,,Salesforce
11115991,Inactive Investor,Sierra Jaime,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
10992564,Inactive Investor,Gilson Alfama,,PFS Investments Inc. Cumberland RI 2374 Diamond Hill Rd,galfama@primerica.com,,Salesforce
10841721,Inactive Investor,Nicholas Tater,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",nicholas.tater@ml.com,,Salesforce
160524,,Francis Leecocq,,[Unknown],francois.lecocq@hotmail.fr,,Paid Social
11050316,Inactive Investor,Drew Besonson,Partner;Wealth Management Advisor,"Bleakley Financial Group, LLC Birmingham MI 251 E Merrill St",drew.besonson@bleakley.com,,Salesforce
11143652,Inactive Investor,Richard Class,Financial Advisor;Portfolio Manager;Vice President,D.A. Davidson & Co. Greensboro NC 717 Green Valley Rd,rclass@dadco.com,,Salesforce
10937864,Inactive Investor,Fred Smith,,"Coordinated Capital Securities, Inc. Memphis TN 6000 Poplar Ave",,,Salesforce
11091228,Inactive Investor,Ross Burton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
347020,,Joseph Bartek,Chief Financial Officer,Brightstar Capital Partners,jbartek@brightstarcapitalpartners.com,212-430-2500,Manual List Upload
10830381,Inactive Investor,Joshua Sucov,Financial Advisor,Edward Jones West Nyack NY Private Residence,joshua.sucov@edwardjones.com,,Salesforce
9553564,,Sara McIntosh,,,sforesman@lvwm.com,,List import
10821578,Inactive Investor,Stephen Luk,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,stephen.luk@ubs.com,,Salesforce
10937070,Inactive Investor,Tyreek Sizer,Client Service Associate,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,tyreek.sizer@ubs.com,,Salesforce
11112742,Inactive Investor,Brandon Hayes,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",brandon.hayes@kestrafinancial.com,,Salesforce
342379,,Christine Bauer,Associate,"Gouldin & Mccarthy, Llc",christine@gouldinmccarthy.com,908-630-0200,Manual List Upload
10787568,Inactive Investor,Allison Popeo,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,allison.popeo@fmr.com,,Salesforce
11133974,Inactive Investor,Serge Pinard,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",serge.pinard@equitable.com,,Salesforce
10824188,Inactive Investor,David Vervelde,Chief Compliance Officer;Founder;Member;Portfolio Manager;President,"TLW Wealth Management, LLC Indian Rocks Beach FL 535 Harbor Dr N",david@tlw.money,,Salesforce
11147714,Inactive Investor,Ryan Towner,,Fidelity Brokerage Services LLC Wake Forest NC Private Residence,ryan.towner@fidelity.com,,Salesforce
9644898,,Timothy Pashley,,,tpashley@pfscapitalmanagement.com,,List import
831,,,,,williamlee@250-okay.com,,
10796994,Inactive Investor,Valerie Rivera,Senior Sales Associate,"Raymond James & Associates, Inc. Palm Desert CA 73130 El Paseo",,,Salesforce
10760155,Inactive Investor,Robert Dunn,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",robert_dunnjr@ml.com,,Salesforce
11155537,Inactive Investor,Robert Boerner,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
10860405,Inactive Investor,Michael Cournoyer,,Cetera Advisor Networks LLC Deridder LA 622 N Pine St,cournoyerm@ceteranetworks.com,,Salesforce
248631,,Patrick Luo,Data Scientist,Farallon Capital Management,pluo@faralloncapital.com,,Manual List Upload
11235267,Inactive Investor,Caitlyn Frament,Director - Compliance,Integrated Wealth Concepts LLC,,,Salesforce
10841425,Inactive Investor,Miguel Coelho,,Cetera Advisor Networks LLC Brielle NJ Private Residence,,,Salesforce
10794510,Inactive Investor,Chad Glessman,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",chad.glessman@wellsfargo.com,,Salesforce
9577694,,Jonathan Smith,,,jsmith@stratoswealthpartners.com,,List import
11052592,Inactive Investor,Ronald Wiedman,Senior Relationship Manager,"Principal Securities, Inc.",wiedman.ronnie@principal.com,,Salesforce
9640261,,Marion Gee,,,mgee@stlmsd.com,,List import
10964202,Inactive Investor,Frank Anzalone,Managing Director,"MML Investors Services, LLC Franklin TN Private Residence",,,Salesforce
11073506,Inactive Investor,Kevin Deppe,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",kevin.e.deppe@wellsfargoadvisors.com,,Salesforce
11076686,Inactive Investor,Daniel Phillips,Financial Advisor,"Madison Park Capital Advisors, LLC",dan@madisonparkca.com,,Salesforce
11134854,Inactive Investor,Nicholas Anger,Financial Advisor;Managing Director;Senior Portfolio Manager,LPL Financial LLC San Diego CA 4747 Executive Dr,nicholas.anger@rbc.com,,Salesforce
11064370,Inactive Investor,Casey Mccandless,Chief Compliance Officer;Chief Financial Officer,"Pope Asset Management, LLC",caseymccandless@popeasset.com,,Salesforce
11203184,Inactive Investor,Paul Goenner,Investment Advisor Representative,"BFC Planning, Inc. Clear Lake MN Private Residence",,,Salesforce
9621897,,Carlos Chan,,,p.carlos.chan@gmail.com,,List import
11154788,Inactive Investor,Mary Harlow,,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 349 W Coleman Blvd",marybeth.harlow@wellsfargoadvisors.com,,Salesforce
5152822,,Sean Foley,,,seankfoley@gmail.com,9012330898,Web form fillout
170514,,d fd,,[Unknown],david.loeliger@bluewin.ch,,
11159994,Inactive Investor,John Oneill,Chief Compliance Officer;Chief Executive Officer,"O'Neill Financial Management, Inc.",johnsr@oneillfm.com,,Salesforce
10976474,Inactive Investor,Jimmy Wu,,"R. F. Lafferty & Co., Inc.",,,Salesforce
11122621,Inactive Investor,Herbert Wood,Financial Advisor,Edward Jones Fortuna CA 3855 Rohnerville Rd,hec.wood@edwardjones.com,,Salesforce
11133158,Inactive Investor,Richard Briggs,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",richard.briggs@rbc.com,,Salesforce
11182952,Inactive Investor,Eric Ledford,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10753146,Inactive Investor,Gary Greensage,,"Symphony Financial, Ltd. Co. Tomball TX 18230 N Eldridge Pkwy",,,Salesforce
9569627,,Michael Allegue,,,mallegue19@massmutual.com,,List import
11206815,Inactive Investor,Laura Stroud,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,lstroud@ft.newyorklife.com,,Salesforce
11069952,Inactive Investor,Mark Keffer,,Institutional Securities Corporation,mkeffer@iscgroup.com,,Salesforce
10952288,Inactive Investor,Liam McCafferty,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
227015,, -,,[[Unknown]],mattwade85@comcast.net,,Direct
175514,,Tiffany Vickers,"CFO & Senior AVP, Finance and Administration",[Unknown],tiffany.vickers@unlv.edu, +1 702 895 2834,Database Upload
11236010,Inactive Investor,Lindsey Lee,Investment Advisor,9I Capital Group LLC,lindseylee@9icapitalgroup.com,,Salesforce
11038020,Inactive Investor,Maxwell Parziale,Financial Advisor;Financial Planning Specialist,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,,,Salesforce
68523,,Joaquin Lombardi,Investor,Opta,lombardi_8@hotmail.com,,
11046651,Inactive Investor,Patrick Flint,,"CapFinancial Securities, LLC.",,,Salesforce
10772828,Inactive Investor,Edward Worrell,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Griffin GA 122 W College St",ed.worrell@wellsfargoadvisors.com,,Salesforce
11099051,Inactive Investor,Michael Jasan,,"Osaic Wealth, Inc. Prior Lake MN 15320 Edgewater Cir NE",,,Salesforce
11210154,Inactive Investor,Brandon Taylor,Financial Advisor,Edward Jones Springfield KY 49 Bonnie Blvd,brandon.taylor2@edwardjones.com,,Salesforce
11066822,Inactive Investor,Robert Searing,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,"BH Asset Management, LLC",rsearing@bhasset.com,,Salesforce
10903987,Inactive Investor,Janee Brown,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,janee_nelson@vanguard.com,,Salesforce
11149983,Inactive Investor,Charles Pearson,Financial Consultant,LPL Financial LLC Saint Simons Island GA 200 Plantation Chase,charles.pearson@lpl.com,,Salesforce
11143341,Inactive Investor,Vishal Patel,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",vishal.patel@ml.com,,Salesforce
10942042,Inactive Investor,William Goodnow,,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",,,Salesforce
11189480,Inactive Investor,Shehan Navarathne,Associate Wealth Advisor,LPL Financial LLC Fargo ND 520 Main Ave,shehan.navarathne@lpl.com,,Salesforce
11057656,Inactive Investor,Christine Gustafson,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Phoenix AZ 2398 E Camelback Rd",christine.gustafson@ampf.com,,Salesforce
9559791,,Michael Blomstrand,,,mblomstrand@financialguide.com,,List import
9611778,,DDA jkdss,,,tdd.taing@gmail.com,,List import
10933546,Inactive Investor,Michael Viscardi,Financial Advisor,LPL Financial LLC Reading PA 1 W Lancaster Ave,michael.viscardi@lpl.com,,Salesforce
372038,,Tom Gravins,,[Unknown],tomfrog@msn.com,804-320-6391,Salesforce
9635406,,Ryan Johnson,,,rjohnson@madisonint.com,,List import
10972925,Inactive Investor,Jarrad Knutson,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 11355 E Via Linda,jarrad.knutson@jpmorgan.com,,Salesforce
333891,,Kenneth Krebs,Executive Vice President,"Rockbridge Capital, Llc",kkrebs@rockbridgecapital.com,614-246-2400,Manual List Upload
10822184,Inactive Investor,Jacklyn Cassady,Financial Planner,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,jcassady@rwbaird.com,,Salesforce
9543755,,?? ?,,,tae4077@naver.com,,List import
10906072,Inactive Investor,Edgar Hernandez,,Fidelity Brokerage Services LLC,,,Salesforce
11159461,Inactive Investor,Gregory Kojak,,Commonwealth Financial Network Wheaton IL 130 W Liberty Dr,gkojak@commonwealth.com,,Salesforce
11162395,Inactive Investor,Raquel Ward,,Vanguard Marketing Corporation,raquel_ward@vanguard.com,,Salesforce
10793831,Inactive Investor,Linda Wilkins,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10942887,Inactive Investor,Kerry Rothemich,,TimeCapital Securities Corporation,krothemich@timecapital.com,,Salesforce
223350,,Yioryos Makedonis,Associate Professor,"Queen Mary, University of London",y.makedonis@qmul.ac.uk,,Manual List Upload
10949825,Inactive Investor,Johnathan Roman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10959234,Inactive Investor,Alvaro Jiron,,LPL Financial LLC Miami FL 2 Alhambra Plz,,,Salesforce
11206971,Inactive Investor,Robert Wynn,,"World Equity Group, Inc. Crestline OH Private Residence",robertwynn@weg1.com,,Salesforce
9639019,,Dave Mason,,,dmason@meristemmfo.com,,List import
10777369,Inactive Investor,Anthony Stabile,Senior Registered Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11234096,Inactive Investor,Doungchay Xayabanha,,"Osaic Wealth, Inc. South Sioux City NE 2024 Dakota Ave",,,Salesforce
10752779,Inactive Investor,Michael Lomas,,"Peak Brokerage Services, LLC Buffalo NY 305 Spindrift Dr",,,Salesforce
210929,,STEVEN ABRAMOWITZ,,[Unknown],smabramowitz@icloud.com,,source
11229256,Inactive Investor,Ani Shabanian,,"Fifth Third Securities, Inc. Los Angeles CA 1901 Avenue of the Stars",,,Salesforce
11101201,Inactive Investor,Austin Schneider,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",austin.schneider@nm.com,,Salesforce
11019295,Inactive Investor,Jacqueline Lakocy,,"Continuum Advisory, LLC Soquel CA 4041 Soquel Dr",,,Salesforce
10606578,,Bernard Fasciano,"Senior Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,bernard.fasciano@ubs.com,201-441-3484,List Import
11180710,Inactive Investor,Thomas Moore,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Fargo ND 51 Broadway N,thomas.d.moore@ubs.com,,Salesforce
10909595,Inactive Investor,Christopher Millar,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10847028,Inactive Investor,Harvey Allison,,NYLIFE Securities LLC Roanoke VA 2965 Colonnade Dr,hgallison@ft.newyorklife.com,,Salesforce
11109263,Inactive Investor,Nhan Dang,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,nhan.dang@fmr.com,,Salesforce
10510920,,Yaron Dayagi,,iNDEX Research,yarond@indx.co.il,,List Import
11099296,Inactive Investor,Jessica Whittle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11081862,Inactive Investor,Robert Dolman,Assistant Vice President;Financial Advisor,"U.S. Bancorp Advisors, LLC Scottsdale AZ 11120 E Mission Ln",robert.dolman@unionbank.com,,Salesforce
11047955,Inactive Investor,William Roeser,,"Avantax Investment Services, Inc. Fresno CA 9 E River Park Pl E",,,Salesforce
1001658,Inactive Investor,Matthew Cornue,CIO,Horowitz Group,matt@horowitzgroup.com, +1 949 831 5158,source
11066918,Inactive Investor,James Carlson,Chief Compliance Officer;Managing Member,Kinwell LLC N Charleston SC 1630 Meeting Street Rd,james.carlson@kinwell.financial,,Salesforce
11095036,Inactive Investor,Jaclyn Gilbert,Chief Compliance Officer;Financial Advisor,Saxon Financial Group,jaclyn@saxonfinancialgroup.com,,Salesforce
10892852,Inactive Investor,Daniel Dearing,,"Parkland Securities, LLC Jacksonville FL 300 W Adams St",,,Salesforce
11131432,Inactive Investor,Marie Keefe,,Cetera Advisor Networks LLC Danbury CT 4 Mountainview Ter,keefem@ceteranetworks.com,,Salesforce
10615654,,Adam De Stefano,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,adam.de.stefano@morganstanley.com,,List Import
10928657,Inactive Investor,Kortney Jolley,Financial Advisor,"Raymond James & Associates, Inc. Portland OR 5 SE Martin Luther King Jr Blvd",kortney.jolley@raymondjames.com,,Salesforce
11130400,Inactive Investor,Timothy Higgins,Financial Professional,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,thiggins2@moneyconcepts.com,,Salesforce
10822233,Inactive Investor,Christine Ferreira,,"Ameriprise Financial Services, LLC Ponte Vedra FL 220 Nocatee Village Dr",christine.ferreira@ampf.com,,Salesforce
11008539,Inactive Investor,Ryan Freeman,Financial Representative,Park Avenue Securities LLC Las Vegas NV 300 S 4th St,ryan_freeman@glic.com,,Salesforce
9636086,,Guy Trujillo,,,guy@financialdirectionsllc.com,,List import
372148,,Yihon Lu,,Singapore,luyihong136@gmail.com,,Salesforce
206913,,Alexander Kaloian,,[[Unknown]],chairman@egm.cc,,Direct
10960161,Inactive Investor,Joseph Fulgenzi,,Stonex Securities Inc. New Hyde Park NY Private Residence,joseph.fulgenzi@saswealth.com,,Salesforce
337856,,Christine Smoragiewicz,Chief Financial Officer & CCO,Mpe Partners,csmoragiewicz@mpepartners.com,216-416-7500,Manual List Upload
10974352,Inactive Investor,Paige Fraga,Senior Advisor,"Raymond James & Associates, Inc. Portage MI Private Residence",paige.fraga@raymondjames.com,,Salesforce
10794045,Inactive Investor,Jermaine Farrar,,Park Avenue Securities LLC,jermaine_farrar@glic.com,,Salesforce
10821445,Inactive Investor,Gregory Miseyko,Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",gregory.miseyko@ampf.com,,Salesforce
11007147,Inactive Investor,Jacob Arroyo,,"OneAmerica Securities, Inc. Lisle IL 1973 Ohio St",,,Salesforce
10914667,Inactive Investor,Kathryn Krauskopf,Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,kathryn.krauskopf@morganstanley.com,,Salesforce
11074708,Inactive Investor,Joseph Di Vico,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",jdivico@tiaa-cref.org,,Salesforce
11203866,Inactive Investor,Juanita Pounds,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,juanita.pounds@primerica.com,,Salesforce
10861484,Inactive Investor,Sean Powers,Chief Compliance Officer;Managing Member,"Powers Capital Management, LLC",,,Salesforce
11077257,Inactive Investor,Todd Halbrook,Managing Director,"RBC Capital Markets, LLC Irvine CA 400 Spectrum Center Dr",todd.halbrook@rbc.com,,Salesforce
11160375,Inactive Investor,Eric Filkins,,"Cambridge Investment Research, Inc. Boca Raton FL 1700 S Dixie Hwy",,,Salesforce
9572725,,Yazeed Dweik,,,ydweik@gmail.com,,List import
333095,,Steve Perry,Director - Public Equity,SCS Financial,sperry@scsfinancial.com,6172046400,Organic Search
10962606,Inactive Investor,Justine Tozzi,,"Allstate Financial Services, LLC Beacon NY 560 Rte 52",justinetozzi@allstate.com,,Salesforce
10760722,Inactive Investor,Miguel Bacal,Director - Alternative Investments;International Client Advisor;Managing Director;Portfolio Management Director;Private Wealth A,Morgan Stanley Miami FL 200 S Biscayne Blvd,miguel.bacal@morganstanley.com,,Salesforce
345436,,Sean Davenport,Partner,"The Sterling Group, L.p.",sdavenport@sterling-group.com,713-877-8257,Manual List Upload
11138477,Inactive Investor,Alexander Tyler,,"First Command Brokerage Services, Inc. Fort Worth TX 4200 S Hulen St",attyler@firstcommand.com,,Salesforce
11000342,Inactive Investor,Shujuan Yan,Financial Advisor,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",shujuan.yan@ampf.com,,Salesforce
11155528,Inactive Investor,Paul Hope,,State Farm VP Management Corp. Johnstown PA 1017 Scalp Ave,,,Salesforce
10927344,Inactive Investor,Alec Gerlach,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,alec.gerlach@fmr.com,,Salesforce
10870885,Inactive Investor,Jackson Calvin,Chief Compliance Officer;Chief Financial Officer;Member;Portfolio Manager,Sage Investment Counsel,jackson@sageinv.com,,Salesforce
10861028,Inactive Investor,Muhammad Awan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",muhammad.a.awan@ml.com,,Salesforce
10879838,Inactive Investor,Matthew Elliott,,J.P. Morgan Securities LLC Medford OR 601 Crater Lake Ave,matthew.w.elliott@jpmorgan.com,,Salesforce
10816378,Inactive Investor,Jeffrey Menough,,HighPoint Planning Partners Saint Charles IL 10 Illinois St,,,Salesforce
10897687,Inactive Investor,John Van Balen,,Goldman Sachs & Co.,,,Salesforce
11168618,Inactive Investor,Syed Bashir,,J.P. Morgan Securities LLC Houston TX 10411 Westheimer Rd,syed.bashir@jpmorgan.com,,Salesforce
1002723,Inactive Investor,David Savir,Co-Founder & CEO,Element Pointe Advisors,david@elementpointe.com, +1 786 655 9790,Database Upload
10992299,Inactive Investor,Paul Grey,,J.P. Morgan Securities LLC Greenwich CT 111 W Putnam Ave,paul.grey@jpmorgan.com,,Salesforce
9572382,,Janet Bauer,,,janet.bauer@lfg.com,,List import
11108549,Inactive Investor,Justin Russell,Client Advisor,Key Investment Services LLC,jrussell@key.com,,Salesforce
11005106,Inactive Investor,Azucena Petak,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10831580,Inactive Investor,Leslie Bruenning,,"Wells Fargo Clearing Services, LLC",leslie.bruenning@wfadvisors.com,,Salesforce
11014583,Inactive Investor,Jason Theriot,,PFS Investments Inc. Fort Worth TX 7083 Baker Blvd,jtheriot@primerica.com,,Salesforce
10783705,Inactive Investor,Ronald Grove,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",hunter_grove@ml.com,,Salesforce
10943308,Inactive Investor,Jeremy Weith,,LPL Financial LLC Mequon WI 10303 N Port Washington Rd,jeremy.weith@lpl.com,,Salesforce
11208513,Inactive Investor,Yue Chen,Private Wealth Management Intern,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
10758011,Inactive Investor,Todd Nichol,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated,tnichol@rwbaird.com,,Salesforce
9637761,,Richard Krause,,,krause@jsf.bz,,List import
9614311,,Karen Thompson,,,kthompson@odlumbrown.com,,List import
11182305,Inactive Investor,Mark Lablance,Chief Compliance Officer;Managing Member,"LaBlance Financial Group, LLC",,,Salesforce
11151757,Inactive Investor,Andrew Stone,Financial Advisor,LPL Financial LLC Roswell GA 2503 Macy Dr,andrew.stone@lpl.com,,Salesforce
9591666,,Craig Perrotta,,,cperrotta@tninvestors.com,,List import
9640834,,jayong cho,,,jjy0945@naver.com,,List import
11168310,Inactive Investor,Sandra Martin,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,,,Salesforce
9578004,,Lonn Lebo,,,llebo@financialguide.com,,List import
186791,,Eusebiu Tamas,,Romania,tamas.eusebiu@gmail.com,,
10876987,Inactive Investor,Ismael Mejia,,"Wells Fargo Clearing Services, LLC Santa Barbara CA 1036 Anacapa St",ismael.e.mejia@wellsfargo.com,,Salesforce
128983,,Brittyn Russell,,Tolleson Private Wealth Management,brussell@tollesonwealth.com,(972) 701-1000,
11064208,Inactive Investor,Daniel Whittington,Financial Advisor,Edward Jones Searcy AR 2112 W Beebe Capps Expy,dan.whittington@edwardjones.com,,Salesforce
10978014,Inactive Investor,Adonis Campillo,Financial Advisor,Edward Jones Camarillo CA 2360 Ventura Blvd,adonis.campillo@edwardjones.com,,Salesforce
9575502,,Pamela Hughes,,,pamela.hughes@valic.com,,List import
10957844,Inactive Investor,Lauren Caruso,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",lauren.caruso@ml.com,,Salesforce
11260854,Inactive Investor,Daniel Gehrs,,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",,,Salesforce
11133574,Inactive Investor,Ryan Judson,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",,,Salesforce
9547427,,sean advincula,,,pinkyandace@gmail.com,,List import
9571647,,Osa Igbinosun,,,philosa2002@yahoo.com,,List import
10781813,Inactive Investor,Emily Billingsley,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,emily.hall@gs.com,,Salesforce
10849825,Inactive Investor,Juan Trevino,Financial Advisor,LPL Financial LLC Edinburg TX 4812 S Jackson Rd,juan.trevino@lpl.com,,Salesforce
11150412,Inactive Investor,Jennifer Toney,Assistant Vice President;Chartered Retirement Planning Counselor;Financial Planning Associate;Wealth Management Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,jennifer.toney@morganstanley.com,,Salesforce
9647241,,Deborah Najar Jossa,,,deborahnm@gmail.com,,List import
10940690,Inactive Investor,Aaron Baker,Managing Director;Principal,"Baker & Associates Registered Investment Advisors, LLC",,,Salesforce
10826203,Inactive Investor,Eric Duhigg,,Country Capital Management Company Fargo ND 1402 25th St S,eric.duhigg@countryfinancial.com,,Salesforce
11007244,Inactive Investor,Robert Latham,,State Farm VP Management Corp. Shreveport LA 9700 Mansfield Rd,,,Salesforce
10844864,Inactive Investor,Barry Tucker,Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,barry.tucker@jpmorgan.com,,Salesforce
10784071,Inactive Investor,Pamela Johnston,,Huntleigh Securities Corporation,pamj@hntlgh.com,,Salesforce
10908208,Inactive Investor,Johnryan Rodriguez,,"Transamerica Financial Advisors, Inc Port Jefferson Station NY 200 Wilson St",johnryan.rodriguez@tfaconnect.com,,Salesforce
10902008,Inactive Investor,Michael Pritchard,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
9626943,,Dipak Thapa,,,dipaktaramimagar08@gmail.com,,List import
11198594,Inactive Investor,Angela Fitzgibbon,Financial Advisor,"Ameriprise Financial Services, LLC Valhalla NY 100 Summit Lake Dr",angela.l.fitzgibbon@ampf.com,,Salesforce
11197685,Inactive Investor,William Werner,,Vanguard Marketing Corporation,william_werner@vanguard.com,,Salesforce
11174683,Inactive Investor,James Hamman,Partner;Wealth Advisor,William Blair,jhamman@williamblair.com,,Salesforce
11098752,Inactive Investor,Wesley Delcol,Chief Compliance Officer;Managing Member;Managing Partner;Owner,"Guidance Point Advisors, LLC",wdelcol@guidancepointllc.com,,Salesforce
10904519,Inactive Investor,Sue Mollison,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",sue.mollison@ml.com,,Salesforce
10950012,Inactive Investor,Matthew Guichard,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
9637693,,Cody Partin,,,cody.partin@coxinc.com,,List import
9629936,,john mcgovern,,,johnny.bmcgovern@live.ie,,List import
10992203,Inactive Investor,Shacora Simpson,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,ssimpson@primerica.com,,Salesforce
370343,,Matthew Westover,,Crypto Software Consulting,mwestover@gmail.com,6163401981,Salesforce
10958142,Inactive Investor,Joshua Mompi,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,joshua.mompi@jpmorgan.com,,Salesforce
9587592,,Scott Munkvold,,,sjm@fsadvisorygroup.com,,List import
11105432,Inactive Investor,William Purcell,Managing Director;Wealth Advisor,William Blair Baltimore MD 100 International Dr,hpurcell@williamblair.com,,Salesforce
10762507,Inactive Investor,Hayden Godat,Executive Director;Private Wealth Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,hayden.godat@morganstanley.com,,Salesforce
11176676,Inactive Investor,Laura Robayo Ruiz,Chief Compliance Officer;Lead Wealth Advisor;Wealth Advisor,"Silver Oak Wealth Advisors Services, LLC",,,Salesforce
3587985,Inactive Investor,Deane Silva,,Deane Silva,anyhustoni5772@gmail.com,,Web Form Fillout
10779517,Inactive Investor,James Kelly,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,j.patrick.kelly@morganstanley.com,,Salesforce
10754592,Inactive Investor,Sarah Kasun,Client Service Associate,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
11007449,Inactive Investor,Spencer Daines,Financial Advisor,Edward Jones Mesa AZ 8427 E Baseline Rd,spencer.daines@edwardjones.com,,Salesforce
226873,,PATRICK -,,PATRICK HERLIHY@,pa.herlihy@gmail.com,,Paid Social
9546579,,A J,,,abulman@fabriik.com,,List import
10965601,Inactive Investor,Jacob Daus,Financial Advisor,LPL Financial LLC Tallahassee FL 2932 Wellington Cir,,,Salesforce
11198694,Inactive Investor,Taylor Ringkamp,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
217196,,Robby Schultz,"Financial Advisor, Investment Advisor Representative, Partner",Rollins Financial Inc,rschultz@rollinsfinancial.com,404-892-7967,Event
10848679,Inactive Investor,Richard Dubois,Chief Compliance Officer;Managing Member;Owner;Principal;Wealth Advisor,"Dubois Wealth Management, LLC",rick@duboiswm.com,,Salesforce
11182033,Inactive Investor,Charles Trollinger,,"N.I.S. Financial Services, Inc.",,,Salesforce
193477,,ds ds,,[Unknown],dfs@fsd.com,,
166211,,Roman Mitruk,,[Unknown],marada@marada.sk,,Paid Social
10800394,Inactive Investor,Barry Goodman,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",barry.goodman@wellsfargoadvisors.com,,Salesforce
11055028,Inactive Investor,Jesse Starr,Financial Advisor,Morgan Stanley San Diego CA 16644 W Bernardo Dr,,,Salesforce
11066125,Inactive Investor,Ronald Voss,,"Avantax Investment Services, Inc. Castle Pines CO Private Residence",,,Salesforce
10659302,,Elias Vega,,,elias.vega@primerica.com,,List Import
11049631,Inactive Investor,Conner Stone,,"Truist Investment Services, Inc. Beverly Hills CA 9777 Wilshire Blvd",conner.stone@truist.com,,Salesforce
10881013,Inactive Investor,Barbara Kinsey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",barbara.a.kinsey@ml.com,,Salesforce
10804094,Inactive Investor,Brian Griffith,Financial Advisor,"Ameriprise Financial Services, LLC Medford OR 3369 Crater Lake Hwy",brian.griffith@ampf.com,,Salesforce
9595468,,David Lyons,,,dlyons@lowebrockenbrough.com,,List import
11090131,Inactive Investor,Marcus Moore,Financial Advisor,"Good Life Advisors, LLC Southlake TX 2535 E Southlake Blvd",marcus.moore@goodlifefa.com,,Salesforce
11161048,Inactive Investor,Lauren Britton,,"Stifel, Nicolaus & Company, Incorporated Denver CO 4643 S Ulster St",brittonl@stifel.com,,Salesforce
11041320,Inactive Investor,Henry Tallardy,,LPL Financial LLC El Segundo CA 2041 Rosecrans Ave,henry.tallardy@lpl.com,,Salesforce
51368,,James Graham,"Financial Advisor, Principal",CAPTRUST,jeb.graham@captrustadvisors.com,813-218-5008,
10924212,Inactive Investor,Matthew Feldt,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10853346,Inactive Investor,Ryan Hawkins,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Santa Ana CA 1551 N Tustin Ave",ryan.hawkins@wfafinet.com,,Salesforce
10618974,,Kristine Iverson,,,kristine.iverson@morganstanley.com,,List Import
10765796,Inactive Investor,Paul Bortnick,Financial Advisor,"Ameriprise Financial Services, LLC Cheshire CT 1781 Highland Ave",paul.a.bortnick@ampf.com,,Salesforce
11237971,Inactive Investor,Peter Frost,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",pfrost@performancetrust.com,,Salesforce
10883870,Inactive Investor,Armando Merino,Financial Advisor,"Ameriprise Financial Services, LLC Poughkeepsie NY 176 Church St",armando.merino@ampf.com,,Salesforce
11066753,Inactive Investor,Phillip Keen,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",phillip.keen@ml.com,,Salesforce
10765322,Inactive Investor,Deborah Millett,,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",deborah.millett@rbc.com,,Salesforce
9560741,,Christopher Grogan,,,cgrogan@carolinasinvest.com,,List Import
11024704,Inactive Investor,Anna Haney,,"Cambridge Investment Research, Inc. Sewickley PA 2605 Nicholson Rd",,,Salesforce
341262,,Chris Phillips,Investment Consultant,"Martin Capital Advisors, Llp",chris@martincapital.com,210-694-2100,Manual List Upload
11049061,Inactive Investor,Michele Pair,,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",michele.pair@wellsfargoadvisors.com,,Salesforce
339026,,Stathis Andris,"Founder, Chairman",Venture Investment Associates,sandris@viafunds.com,908-532-0020,Manual List Upload
9578789,,Eric Stroh,,,evonstroh@longpointcapital.com,,List import
11023292,Inactive Investor,Letty Hawkes,,LPL Financial LLC Warrenville IL 4320 Winfield Rd,letty.hawkes@lpl.com,,Salesforce
9575324,,Marlon Varsace,,,marlon.varsace@ml.com,,List import
9545120,,Gustavo Valadao,,,gustavo.valadao.gbmvgrowth.com@dau.edu,,List import
11210589,Inactive Investor,Mackenzie Mattia,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
9610756,,Tim Wallace,,,neurowave1956@gmail.com,,List import
10949686,Inactive Investor,Vincent Alvarez,Financial Advisor,"Voya Financial Advisors, Inc. Los Angeles CA 200 N Spring St",vincent.alvarez@voya.com,,Salesforce
11063534,Inactive Investor,Thomas Grochala,Training Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10801395,Inactive Investor,Amy Clark,Investment Advisor Representative;Regulatory Contact;Secretary;Treasurer,Highstone Group,amy@highstonegroup.com,,Salesforce
10950714,Inactive Investor,Paul Schreier,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",paul.schreier@nm.com,,Salesforce
370826,,Alex Swenda,,United States,alexswenda@gmail.com,,Salesforce
237282,, -,,[[Unknown]],ochonogoremmanuel@gmail.com,,Paid Social
10864407,Inactive Investor,Cole Bridges,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cole.bridges@fidelity.com,,Salesforce
11112785,Inactive Investor,Joseph Swanson,Financial Advisor,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",swanson.joe@principal.com,,Salesforce
10596113,,James MKenzie,,,jmckenzie@rockco.com,,Web Form Fillout
10658895,,Kecia Bobbitt,,,kecia.bobbitt@primerica.com,,List Import
10933621,Inactive Investor,Kelly Chidester,Client Service Associate,Wedbush Securities Inc. Santa Rosa CA 2455 Bennett Valley Rd,kelly.chidester@wedbush.com,,Salesforce
9610993,,h g,,,carlmichael@lich.io,,List import
9583937,,iurie corciu,,,iuracorciu4@gmail.com,,List import
342774,,Stephanie Lynch,Partner,"Global Endowment Management, Lp",slynch@globalendowment.com,704-333-8282,Manual List Upload
9585806,,Lebohang Solomon Majara,,,mokoteli90@gmail.com,,List import
11114645,Inactive Investor,Courtney Schmittle,,Cetera Advisor Networks LLC State College PA 476 Rolling Ridge Dr,,,Salesforce
11014051,Inactive Investor,Alexander Tinley,,J.P. Morgan Securities LLC Tucson AZ 4711 E Speedway Blvd,alexander.tinley@jpmorgan.com,,Salesforce
368153,,Lance Senn,Investor,,lancesenn@mac.com,7403985025,Webinar
10851402,Inactive Investor,William McLaughlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Rhinebeck NY 6423 Montgomery St",william.mclaughlin@wellsfargoadvisors.com,,Salesforce
10938257,Inactive Investor,George McReynolds,Financial Advisor,LPL Financial LLC Lansdale PA 1816 W Point Pike,george.mcreynolds@lpl.com,,Salesforce
11179432,Inactive Investor,Adriana Perez,,"Wells Fargo Clearing Services, LLC Laredo TX 5219 San Dario Ave",,,Salesforce
9603654,,Isaac Young,,,buzhuz@gmail.com,,List import
9641419,,Vince Cancelosa,,,vcancelosa@yahoo.com,,List import
10876704,Inactive Investor,Ethan Zager,Training Financial Advisor,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
10773120,Inactive Investor,Bruce Horvitz,Private Wealth Advisor,"Osaic FA, Inc. New Alexandria PA 7467 State Rte 22",bruce.horvitz@lfg.com,,Salesforce
11195991,Inactive Investor,Steven Reed,,State Farm VP Management Corp. Dayton OH 8600 N Main St,,,Salesforce
11176544,Inactive Investor,Christopher Peresky,,J.P. Morgan Securities LLC Boyne City MI 1153 S M 75,christopher.peresky@jpmorgan.com,,Salesforce
10896239,Inactive Investor,Robert Larson,,PFS Investments Inc. Bismarck ND 1500 E Capitol Ave,robert.larson@primerica.com,,Salesforce
10966536,Inactive Investor,Kathryn Calcagno,,"Northern Trust Securities, Inc. Portland OR 1050 SW 6th Ave",kathryn.calcagno@northerntrust.com,,Salesforce
10957917,Inactive Investor,Noe Garcia,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11009998,Inactive Investor,Harold Ballard,Regional Vice President;Vice President,PFS Investments Inc. Charlotte NC 615 S College St,hballard@primerica.com,,Salesforce
10872705,Inactive Investor,Wenjia Chen,Wealth Management Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
10755063,Inactive Investor,Trinity Lee,,"Heim, Young & Associates, Inc.",,,Salesforce
11078132,Inactive Investor,Dodge Brown,Associate Financial Advisor,Edward Jones Colleyville TX 714 Centerpark Dr,,,Salesforce
11164455,Inactive Investor,Chelsea Hussey,Wealth Advisor,Return on Life Wealth Partners,chelsea@plannedfinancial.com,,Salesforce
11035168,Inactive Investor,Natalie Cabrera,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",natalie.cabrera2@ml.com,,Salesforce
11033375,Inactive Investor,Michael Armstrong,,J.P. Morgan Securities LLC,michael.armstrong@jpmorgan.com,,Salesforce
11212336,Inactive Investor,Henry Bashore,Senior Vice President,Stephens Dallas TX 200 300 Crescent Ct,hank.bashore@stephens.com,,Salesforce
11112628,Inactive Investor,Jaclyn Hall,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,jaclyn.hall@primerica.com,,Salesforce
9639959,,Miguel Due?as,,,mduenas@dimensioncapital.com,,List import
11149651,Inactive Investor,Joseph Goebel,Senior Financial Consultant,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11180494,Inactive Investor,James Geake,Co-Founder;Investment Advisor,"Madison Avenue Securities, LLC Skokie IL 5550 Touhy Ave",jgeake@madisonreps.com,,Salesforce
10972032,Inactive Investor,Laura Foster,Managing Director;Relationship Management Director,"O'Shaughnessy Asset Management, LLC Stamford CT 100 1st Stamford Pl",laura.foster@osam.com,,Salesforce
10913017,Inactive Investor,Morgan Campbell,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
9610152,,Gaurav G,,,ggautama@gmail.com,,List import
11011393,Inactive Investor,Christopher Miller,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11194018,Inactive Investor,Jalene Guthrie,,LPL Financial LLC Seattle WA Private Residence,jalene.guthrie@lpl.com,,Salesforce
11226644,,Robert Gatesy,,,gatesy095@gmail.com,,Web Form Fillout
11204746,Inactive Investor,Imelda Renteria,Client Associate;Registered Client Associate,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,imelda.renteria@ubs.com,,Salesforce
10917671,Inactive Investor,Chad Greenway,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Omaha NE 14301 FNB Pkwy",chad.greenway@tiaa.org,,Salesforce
9634663,,Jesse Zhou,,,jzhou@whitney.com,,List import
347542,,Mark Jennings,Managing Member,"Generation Partners Management, Llc",jennings@generation.com,203-422-8212,Manual List Upload
10921416,Inactive Investor,Robert Canfield,,PFS Investments Inc. Quakertown PA 101 E Mill St,robert.canfield@primerica.com,,Salesforce
11141096,Inactive Investor,Joseph Duggan,,Morgan Stanley Wellesley Hills MA 112 Worcester St,joseph.duggan@morganstanley.com,,Salesforce
10832390,Inactive Investor,Donald Sakamoto,Wealth Advisor,LPL Financial LLC Des Plaines IL 2340 S River Rd,don.sakamoto@lpl.com,,Salesforce
349253,,David Schmit,"Vice President, managing Member","Krp Financial Services, Llc",david@krpcpa.com,712-258-5550,Manual List Upload
10850771,Inactive Investor,Taylor Brinkworth,,Fidelity Brokerage Services LLC Geneva IL 987 Randall Rd,taylor.brinkworth@fidelity.com,,Salesforce
10819112,Inactive Investor,Emily Abernethy,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",emily.abernethy@ml.com,,Salesforce
10823409,Inactive Investor,Steven Scher,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,steven.scher@ubs.com,,Salesforce
11137899,Inactive Investor,Stephen Tarin,Financial Advisor,"Ameriprise Financial Services, LLC El Segundo CA 2301 Rosecrans Ave",stephen.c.tarin@ampf.com,,Salesforce
350189,,Bruce Crabtree,Vice President,"Primus Capital Partners, Inc.",bcrabtree@primuscapital.com,440-684-7300,Manual List Upload
11109053,Inactive Investor,Mei Davidson,,San Blas Securities LLC,mei.davidson@sanblassecurities.com,,Salesforce
9558820,,Laura Kelly,,,laura@evansonasset.com,,List import
11170829,Inactive Investor,Arthur Pedgrift,,"Ausdal Financial Partners, Inc. Aurora IL 240 S Constitution Dr",,,Salesforce
205105,,Kerim Ertan,,Sepil Holding A.?.,kerim.ertan@sepilholding.com,9.05336E+11,
11062461,Inactive Investor,Ryan Callahan,Client Associate,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,,,Salesforce
10859338,Inactive Investor,Paulo Ferreira,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",paulo.ferreira@empower.com,,Salesforce
10977399,Inactive Investor,Anthony Mastrogiacomo,Wealth Advisor,"Biltmore Family Office, LLC",anthony@biltmorefamilyoffice.com,,Salesforce
11066210,Inactive Investor,Mark Ganung,,"Osaic Institutions, Inc. Allison Park PA 2724 Harts Run Rd",mganung@infinexgroup.com,,Salesforce
10903301,Inactive Investor,Amber Baker,Chief Compliance Officer;General Counsel,NDVR Boston MA 24 Federal St,abaker12@ndvr.com,,Salesforce
9613360,,Bruce Zessar,,,bzessar@advisoryresearch.com,,List import
11104550,Inactive Investor,Louis Simms,,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",louis.simms@ampf.com,,Salesforce
10483504,,Lori Childs,,,tgchilds4@gmail.com,,Web Form Fillout
9588292,,Nicholas Tell,,,ntell@armorycapital.com,,List import
11012177,Inactive Investor,Eli Durgham,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",,,Salesforce
10763210,Inactive Investor,Katayun Razaghzadeh,Financial Advisor;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,kathy.razaghzadeh@morganstanley.com,,Salesforce
9554126,,paul lee,,,leejangwoo82@naver.com,,List import
11039294,Inactive Investor,Maria Vea-Lonzar,Portfolio Associate,Morgan Stanley New York NY 101 Park Ave,theresa.vealonzar@morganstanley.com,,Salesforce
10759534,Inactive Investor,Jason Hooz,,NYLIFE Securities LLC Cupertino CA 1601 S De Anza Blvd,jhooz@ft.newyorklife.com,,Salesforce
10996063,Inactive Investor,Tryon Mclaney,Financial Advisor Trainee,"Raymond James & Associates, Inc. Montgomery AL 7460 Halcyon Pointe Dr",tryon.mclaney@raymondjames.com,,Salesforce
10661891,,Kristopher Kalish,,,kris@thekalishgrp.com,,List Import
9543881,,Jesse Espinoza,,,espinoza@thinkingbeyond.com,,List import
9632779,,Moshe Bajnon,,,mbajnon@aresmgmt.com,,List import
70394,,Boyan Tsvetanov,,Bulgaria,boyantsvetanovv@gmail.com,,
11060083,Inactive Investor,Jeffrey Dozier,,"AE Financial Services, LLC Lenexa KS 8801 Renner Blvd",,,Salesforce
10768955,Inactive Investor,David Rabenold,Regional Vice President,PFS Investments Inc. Allentown PA 7310 Tilghman St,david.rabenold@primerica.com,,Salesforce
119969,,Edgardo Quaglia,,Microglobal Argentina S.A.,equaglia@microglobal.com.ar,2374054930,
9604734,,Dawn Arntz,,,darntz1@cox.net,,List import
9645204,,Heidi Pefine,,,jelicle50@gmail.com,,List import
11094035,Inactive Investor,Barbara Silva,Financial Consultant,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,,,Salesforce
11017075,Inactive Investor,Catherine Riedstra,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
10784064,Inactive Investor,Betty Nicholson,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",betty.nicholson@rbc.com,,Salesforce
370759,,Cheng Ling,,United States,cranesama@gmail.com,,Salesforce
11201850,Inactive Investor,Nathan Moretto,,PNC Investments Novi MI 41325 W 10 Mile Rd,nathan.moretto@pnc.com,,Salesforce
10869300,Inactive Investor,Dirk Yoder,,Cetera Financial Specialists LLC Vincennes IN 424 Vigo St,dirk.yoder@ceterafs.com,,Salesforce
10894680,Inactive Investor,Joyce Bacon,Regional Leader,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,joyce.bacon@primerica.com,,Salesforce
11178242,Inactive Investor,Mark Knox,,"Farmers Financial Solutions, LLC Ventura CA 674 County Square Dr",,,Salesforce
11070456,Inactive Investor,Logan Richter,,"Stifel, Nicolaus & Company, Incorporated Columbus OH 250 S High St",,,Salesforce
11050291,Inactive Investor,Tim Konicke,Chief Compliance Officer;Partner;President,Review Services Inc,tim@reviewservicesinc.com,,Salesforce
11234815,Inactive Investor,Richard Kruse,Chief Investment Analyst,NFP Retirement Inc. Minneapolis MN 9655 Schmidt Lake Rd,richard.kruse@nfp.com,,Salesforce
10805680,Inactive Investor,Charles Holder,President;Regulatory Contact,Holder Wealth Management,chas@holderwealthmgt.com,,Salesforce
10771521,Inactive Investor,James Kessler,,"Wells Fargo Advisors Financial Network, LLC Garden City NY 1225 Franklin Ave",james.kessler@wellsfargoadvisors.com,,Salesforce
11152024,Inactive Investor,Gail Johnson,,"Avantax Investment Services, Inc. Rio Vista CA Private Residence",,,Salesforce
10919063,Inactive Investor,Jeffrey O'Roak,Financial Advisor,Edward Jones Belfast ME 132 Church St,,,Salesforce
11079456,Inactive Investor,Jennifer Morris,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11260461,Inactive Investor,Amittai Cano,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10870301,Inactive Investor,Mallory Reis,Financial Advisor,Edward Jones Gilbert AZ 690 E Warner Rd,mallory.reis@edwardjones.com,,Salesforce
10777810,Inactive Investor,George Day,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10806095,Inactive Investor,Susannah Ryan,,"Peak Brokerage Services, LLC Buffalo NY 305 Spindrift Dr",,,Salesforce
10828050,Inactive Investor,Samuel Bickel,Financial Advisor,Edward Jones Edwardsville IL 442 S Buchanan St,sam.bickel@edwardjones.com,,Salesforce
10786828,Inactive Investor,Angela Saladino,,J.P. Morgan Securities LLC Huntington Station NY 55 W Jericho Tpke,angela.m.saladino@jpmorgan.com,,Salesforce
9633530,,Cole McMichael,,,colem2121@yahoo.com,,List import
10809259,Inactive Investor,Ozgur Karaosmanoglu,Investment Management Consultant;Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Chevy Chase MD 2 Wisconsin Cir",ozgur.karaosmanoglu@raymondjames.com,,Salesforce
11101302,Inactive Investor,John Kashinsky,,Sigma Financial Corporation Mount Clemens MI 191 North Ave,jkashinsky@sigmarep.com,,Salesforce
11064352,Inactive Investor,Gregg Waller,,"Cambridge Investment Research, Inc. Antioch TN 3312 Weatherstone Cv E",,,Salesforce
9579176,,Keith Amburgey,,,keith@rutherfordasset.com,,List import
10927924,Inactive Investor,John Platt,,"Silver Oak Securities, Incorporated Sewell NJ 1 Buttonwood Ct",,,Salesforce
10813169,Inactive Investor,William Tagerman,,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,william.tagerman@ubs.com,,Salesforce
10900519,Inactive Investor,Bronson Helt,Associate Financial Advisor,"Ameriprise Financial Services, LLC Fort Madison IA 701 Avenue G",bronson.k.helt@ampf.com,,Salesforce
10900442,Inactive Investor,Darren Brennan,Wealth Advisor,"Kaydan Wealth Management, Inc.",darren.brennan@kaydanwealth.com,,Salesforce
11182485,Inactive Investor,Mark Crivaro,Senior Financial Advisor,"Wealth Management Associates, Inc.",mcrivaro@wealthmanage.net,,Salesforce
11102567,Inactive Investor,Brian Staniszewski,,Fidelity Brokerage Services LLC,,,Salesforce
9623683,,asdf asdfdsa,,,asdfda@asdf.com,,List import
11174857,Inactive Investor,Alicia Oglesby,Financial Advisor,Edward Jones Columbia IL 104 Veterans Pkwy,alicia.oglesby@edwardjones.com,,Salesforce
10487876,,Jeffrey Robinson,Director - Personal Financial Services,GuideStone Advisors,jeff.robinson@guidestone.org,,List Import
1002483,Inactive Investor,Kevin Leonard,Field Consultant,NEPC,kleonard@nepc.com,(617) 424-7327,
10863959,Inactive Investor,Maxine Turner,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,maxine.turner@primerica.com,,Salesforce
7190492,,dasa yasa,,,sheilarichardson@gmail.com,,Web Form Fillout
10871199,Inactive Investor,Michelle Niemi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10790040,Inactive Investor,Edmund Karam,,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,edmund.h.karam.ii@jpmorgan.com,,Salesforce
11075280,Inactive Investor,Brianna Kuehmstedt,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Austin TX 11675 Jollyville Rd",brianna.x.kuehmstedt@ampf.com,,Salesforce
11239131,Inactive Investor,Christopher Mccarthy,,Hazard & Siegel Advisory Services LLC,cmccarthy@hazardsiegel.com,,Salesforce
10931392,Inactive Investor,Graziella La Rosa,Banker,"Wells Fargo Clearing Services, LLC Cary NC 998 High House Rd",graziella.larosa@wellsfargo.com,,Salesforce
11039684,Inactive Investor,Elsa Velasco,,"Transamerica Financial Advisors, Inc Cerritos CA 19112 Gridley Rd",elsa.velasco@tfaconnect.com,,Salesforce
9598295,,Jacob Malina,,,jacob.malina@plancorp.com,,List import
11049326,Inactive Investor,Pierre Mastron,,"Transamerica Financial Advisors, Inc Orange CA 2200 W Orangewood Ave",pierre.mastron@tfaconnect.com,,Salesforce
205176,,Ricardo De La Serna,"Consultant, Asset Consulting Group",[Unknown],ricardo.delaserna@gplatam.com, +1 305 373 8033,Database Upload
11195880,Inactive Investor,Teri Reed,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",teri.reed@ml.com,,Salesforce
10508515,,WOOJU GWON,,,woogwon7369@gmail.com,,Web form fillout
215914,,Sean Faris,,[Unknown],sfdt22@gmail.com,,Organic Search
11136836,Inactive Investor,Elizabeth Echavarria,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",elizabeth.espinal@tiaa.org,,Salesforce
11304431,Inactive Investor,Fang Zhou,Director of Quant,City National Rochdale,fang.zhou@cnr.com,(212) 702-3594,Salesforce
11234726,Inactive Investor,Raymond Book,Financial Advisor;Member,Savant Wealth Management Dover DE 220 Beiser Blvd,rbook@savantwealth.com,,Salesforce
11213359,Inactive Investor,John Van Ermen,,Cetera Investment Services LLC,,,Salesforce
11231341,Inactive Investor,John Randall,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson OH 10 W Streetsboro St",,,Salesforce
161399,,da to,,[Unknown],dato61@hotmail.com,,Direct
10867283,Inactive Investor,Ruth Barron,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
10996029,Inactive Investor,Daniel Asiedu,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,dasiedu@primerica.com,,Salesforce
10802458,Inactive Investor,Duane Thomas,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
10916730,Inactive Investor,Alijah Walker,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,alijah.walker@fmr.com,,Salesforce
11088597,Inactive Investor,Ryan Rufenbarger,,PFS Investments Inc. Muncie IN 1208 W White River Blvd,rrufenbarger@primerica.com,,Salesforce
148779,,Nevzat Basak,,[Unknown],nbasak2104@gmail.com,,
10899501,Inactive Investor,Mary Santini,Analyst;Relationship Manager,United Capital Financial Advisors Spring TX 1450 Lake Robbins Dr,mary.santini@gs.com,,Salesforce
9548436,,Daniel Kim,,,dan@blackcranecap.com,,List import
10488230,,Gabriel Hidalgo,"Managing Director, Regulatory Contact","HC2 Capital, LLC",gabriel.hidalgo@hc2capital.com,,List Import
10989777,Inactive Investor,Stephanie Reynolds,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
332337,,Benedict McGowan,,[Unknown],benedictmcgowan@mineallsell.com,,
11000667,Inactive Investor,Joshua Mocilan,Relationship Manager,"Raymond James & Associates, Inc.",joshua.mocilan@raymondjames.com,,Salesforce
11229435,Inactive Investor,Dylan Page,Private Client Group Investment Product Analyst,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",dylan.page@raymondjames.com,,Salesforce
10657144,,Anthony Maggiore,,,anthony.f.maggiore@jpmorgan.com,,List Import
10768070,Inactive Investor,Robert Anderson,,"Raymond James Financial Services, Inc. Hiawassee GA 10 W Bell St",bob.anderson@raymondjames.com,,Salesforce
10969830,Inactive Investor,Tuyet Mai Hoang,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 1700 W Parmer Ln,tuyet-mai.hoang@jpmorgan.com,,Salesforce
9559102,,Nicholas Boyd,,,nicholas@calvertwealth.com,,List import
11201114,Inactive Investor,Daniel Shaffer,President,"Shaffer Asset Management, Inc.",dans@shafferasset.com,,Salesforce
11140829,Inactive Investor,Mark Gladstein,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",mark_gladstein@ml.com,,Salesforce
10960727,Inactive Investor,Mary Bloodworth,,"Arete Wealth Management, LLC",mary.bloodworth@aretewealth.com,,Salesforce
9540984,,Ryan Ciavarelli,,,ryan.ciavarelli@macquarie.com,,List Import
9648282,,Robert Sweet,,,rlsweet3345@gmail.com,,List import
10659913,,Thomas Mantych,,,tom.mantych@lpl.com,,List Import
10772848,Inactive Investor,Joseph Wright,Financial Analyst;Senior Private Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",dan.wright@ml.com,,Salesforce
11075052,Inactive Investor,Julie Knight,Financial Advisor;Financial Planner;First Vice President,Janney Montgomery Scott LLC Allentown PA 1390 Ridgeview Dr,julieknight@janney.com,,Salesforce
10862888,Inactive Investor,Russell Garcia,,LPL Financial LLC Olympia WA 1601 Cooper Point Rd NW,russell.garcia@lpl.com,,Salesforce
10954457,Inactive Investor,Heidi Frank,,Edward Jones Long Beach CA 3780 Kilroy Airport Way,heidi.frank@edwardjones.com,,Salesforce
11082523,Inactive Investor,Joseph Mathew,,"Pruco Securities, LLC. Glenview IL 1741 Monterey Dr",joseph.mathew@prudential.com,,Salesforce
11062728,Inactive Investor,Albert Robledo,,PFS Investments Inc. Austin TX 5716 W Hwy 290,albert.robledo@primerica.com,,Salesforce
10760199,Inactive Investor,Sean Stein,,"Buckman, Buckman & Reid, Inc. North Palm Beach FL 631 US HWY 1",sstein@buckmanbuckman.com,,Salesforce
10829498,Inactive Investor,Randolph Nash,,"Capital Investment Group, Inc. Charlotte NC 5950 Fairview Rd",rnash@capital-invest.com,,Salesforce
11199695,Inactive Investor,Pamela Swiontek,,LPL Financial LLC San Diego CA 4707 Executive Dr,pamela.girard@lpl.com,,Salesforce
9544456,,Andy Gill,,,andy.gill@wslife.com,,List import
9570301,,Dushyant Mehra,,,dmehra@hildenelc.com,,List import
10967693,Inactive Investor,Casey Bangs,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,casey.bangs@jpmorgan.com,,Salesforce
10979109,Inactive Investor,Scott Langlois,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,,,Salesforce
11027174,Inactive Investor,Perry Greenfield,Managing Director;Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",perry.greenfield@wellsfargoadvisors.com,,Salesforce
9595699,,Andrew Burke,,,amburke5@icloud.com,,List import
10798860,Inactive Investor,Stuart Ruff,Chief Investment Officer;Managing Member;President,Ruff Choices,,,Salesforce
6997803,,Bill Taft,,,billtaft21@gmail.com,,Web Form Fillout
10892745,Inactive Investor,Andrew Barnes,Private Banker;Vice President,Citigroup Global Markets Inc.,,,Salesforce
11094249,Inactive Investor,Michael Fox,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11143761,Inactive Investor,George Middendorf,,"First Heartland Capital, Inc. Ballwin MO 518 Holshire Way",gmiddendorf@firstheartland.com,,Salesforce
11003773,Inactive Investor,Megan Kupratty,,"First Command Brokerage Services, Inc. Silverdale WA 10049 Kitsap Mall Blvd NW",mlkupratty@firstcommand.com,,Salesforce
10887682,Inactive Investor,Phuntsok Singh,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,phuntsok.singh@jpmorgan.com,,Salesforce
11061900,Inactive Investor,Myles Mattson,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
10811690,Inactive Investor,James Moulton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clermont FL 518 US Hwy 27",james.moulton2@ml.com,,Salesforce
43418,,Kurt Galenti,Wealth Advisor,Thrivent Investment Management Inc.,kurt.galenti@thrivent.com,651-351-7561,
10976223,Inactive Investor,Sarah Son,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9551828,,Roger Shaffer,,,rshaffer@hightoweradvisors.com,,List import
10832589,Inactive Investor,Michael Feduccia,Financial Consultant,LPL Financial LLC Sarasota FL 1100 S Tamiami Trl,michael.feduccia@lpl.com,,Salesforce
10999385,Inactive Investor,Grace Vancamp,,LPL Financial LLC Hillsdale MI 50 S Howell St,grace.vancamp@lpl.com,,Salesforce
11087439,Inactive Investor,Jeffrey Prince,,LPL Financial LLC Thousand Oaks CA 31225 La Baya Dr,jeff.prince@lpl.com,,Salesforce
10795257,Inactive Investor,Glen Bunkowske,,"Ameriprise Financial Services, LLC Saint Charles IL 3 N 2nd St",,,Salesforce
10758219,Inactive Investor,Alan Nachman,,"CapFinancial Securities, LLC. Greenville SC 1116 S Main St",,,Salesforce
11182469,Inactive Investor,William Muggia,Chief Executive Officer;Chief Investment Officer;President,"Westfield Capital Management Company, L.P.",,,Salesforce
11059892,Inactive Investor,Dhara Shah,,J.P. Morgan Securities LLC Irving TX 5530 N Macarthur Blvd,dhara.shah@jpmorgan.com,,Salesforce
11039606,Inactive Investor,Ann Everhart,,"Cambridge Investment Research, Inc. Golden CO 350 Indiana St",,,Salesforce
9564067,,Jill Poppe,,,jill.poppe@edwardjones.com,,List import
9612385,,Jacob Kroger,,,jkroger@crown-chicago.com,,List import
11124648,Inactive Investor,Bryan Cacchiotti,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 6350 N 24th St",bryan.cacchiotti@schwab.com,,Salesforce
9557532,,Fathurohman Azhari,,,fathurpathur@gmail.com,,List import
11010208,Inactive Investor,Joseph Marshall,,NYLIFE Securities LLC,,,Salesforce
11007865,Inactive Investor,Alex Wendel,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",alex.c.wendel@nm.com,,Salesforce
11195976,Inactive Investor,Colin Wright,Financial Advisor,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",,,Salesforce
91666,,Andrew Lister,Portfolio Manager,"David Vaughan Investments, Inc.",dlister@dviinc.com,1-309-685-0033,Database Upload
11173491,Inactive Investor,Brienne Moyer,Registered Administrative Assistant,LPL Financial LLC Saint Charles MO 19 Research Park Ct,brienne.spruce@lpl.com,,Salesforce
10818244,Inactive Investor,Thomas Zamani,Financial Advisor,"Wells Fargo Clearing Services, LLC Temecula CA 27555 Ynez Rd",thomas.zamani@wellsfargoadvisors.com,,Salesforce
11131187,Inactive Investor,Carlos Araguas,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,carlos.araguas@morganstanley.com,,Salesforce
9546014,,Tomonica Stoudemire,,,mstoudemire@bridgeworthfinancial.com,,List import
10980392,Inactive Investor,Albert Hurtado,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11105406,Inactive Investor,Mark Koznicki,Financial Advisor,Edward Jones Chicago IL 2134 W Lawrence Ave,mark.koznicki@edwardjones.com,,Salesforce
11060006,Inactive Investor,Michael Mcpeek,Client Service Associate,"Wells Fargo Advisors Financial Network, LLC Glenview IL 2700 Patriot Blvd",,,Salesforce
10764340,Inactive Investor,Maureen D'Amico,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",maureen.damico@nm.com,,Salesforce
10962423,Inactive Investor,Hakop Akopikyan,,"Transamerica Financial Advisors, Inc Pasadena CA 1460 N Lake Ave",hakop.akopikyan@transamerica.com,,Salesforce
9645243,,Matthew Bowen,,,matthewbowenesq@gmail.com,,List import
10586339,,Charles Koelling,,,chuck.koelling@icloud.com,,Web Form Fillout
10604372,,Michael Castino,DIR OF COMM,SECURITY BENEFIT,michael.castino@securitybenefit.com,7854381476,List Import
10776260,Inactive Investor,Adam Stanford,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Asheville NC 500 College St,adam.stanford@morganstanley.com,,Salesforce
11000927,Inactive Investor,Nicholas Fletcher,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
225203,,Marcel Kasumovich,,[Unknown],marcel@puremacro.com,,Organic Search
11096110,Inactive Investor,Guerdon Ely,,Integrated Advisors Network LLC Chico CA 40 Philadelphia Dr,,,Salesforce
9572566,,John Buoncore,,,john@brantpointfund.com,,List import
11175801,Inactive Investor,Michelle Starry,,"Raymond James Financial Services, Inc. Spokane WA 111 S Post St",michelle.starry@raymondjames.com,,Salesforce
9593659,,Mihalcut Sorin,,,mihalcutsorin@yahoo.com,,List import
10757605,Inactive Investor,Stuart Ettingoff,,"J.W. Cole Financial, Inc. Newtown Square PA Private Residence",,,Salesforce
9564811,,Kevin Vandenhaute,,,kvandenhaute@sigmarep.com,,List import
9623702,,Eric Dahlberg,,,eric.dahlberg@plantemoran.com,,List import
11095056,Inactive Investor,Amy Riddell,Chief Compliance Officer;Founder,AFT Financial Planning,amy@aftplanning.com,,Salesforce
234323,, -,,[[Unknown]],edwardreams@gmail.com,,
10868326,Inactive Investor,John Williford,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Auburn AL 1549 Professional Pkwy",john.c.williford@ampf.com,,Salesforce
10835181,Inactive Investor,Cheryl Marquez,Wealth Advisor,LPL Financial LLC Campbell CA 900 E Hamilton Ave,cheryl.marquez@lpl.com,,Salesforce
11072256,Inactive Investor,Heidi Tickle,Senior Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",heidi.tickle@ml.com,,Salesforce
11092094,Inactive Investor,Katherine Nahas,Senior Client Service Associate,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,kelle.nahas@ubs.com,,Salesforce
11185994,Inactive Investor,Robin Kizito,,Fidelity Brokerage Services LLC Rockville MD 402 King Farm Blvd,robin.kizito@fidelity.com,,Salesforce
11167050,Inactive Investor,Stephen Hagy,Senior Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,stephen.hagy@ubs.com,,Salesforce
27057,,Stephen McCarthy,,[[Unknown]],sjmccarthy@gmail.com,,Initial Salesforce Import
11233963,Inactive Investor,Michael Heil,,Mutual of America Securities LLC Phoenix AZ 2555 E Camelback Rd,,,Salesforce
10890269,Inactive Investor,Tai Wong,Financial Advisor,"Wells Fargo Clearing Services, LLC Springfield OR 1600 Centennial Blvd",tai.wong@wellsfargo.com,,Salesforce
10902778,Inactive Investor,Douglas McKay,Chief Operations Officer,"Jazz Wealth Managers, Inc.",,,Salesforce
11149643,Inactive Investor,Frederick Hampe,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10659823,,Brent Randol,,,brent.randol@schwab.com,,List Import
10938449,Inactive Investor,Rashad Sullivan,,"CapFinancial Securities, LLC.",,,Salesforce
11163396,Inactive Investor,Denis Walker,Financial Advisor,"MML Investors Services, LLC Morristown NJ 58 Maple Ave",deniswalker@financialguide.com,,Salesforce
232843,, -,,[Unknown],garyzittle4@gmail.com,,
9617652,,?? ?,,,mnm-3133@naver.com,,List import
9571931,,Yogi Karambaya,,,ykarambaya@yahoo.com,,List import
10859352,Inactive Investor,William Murphy,,Park Avenue Securities LLC Vero Beach FL Private Residence,william_d_murphy@glic.com,,Salesforce
4672149,,VAIBHAV RAI,,,vaibhav222142@gmail.com,,Web Form Fillout
343556,,Cody Noll,Vice Presiden,Fundamental Advisors Lp,cn@fundamentaladvisorslp.com,212-205-5000,Manual List Upload
10787467,Inactive Investor,James Harris,Financial Advisor,"Wells Fargo Clearing Services, LLC Abilene TX 401 Cypress St",james.e.harris@wellsfargoadvisors.com,,Salesforce
231864,, -,,[[Unknown]],florinbotizan@yahoo.com,,
10918572,Inactive Investor,Adam Mead,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member;Owner;President,"Mead Capital Management, LLC",adam@meadcm.com,,Salesforce
11013839,Inactive Investor,John Rutter,,United Planners' Financial Services of America A Limited Partner Greensburg PA 1001 Tower Way,,,Salesforce
11163969,Inactive Investor,Michelle Smith,,"Bankers Life Securities, Inc. Williamsport PA 1000 Commerce Park Dr",michelle.smith@bankerslife.com,,Salesforce
10939167,Inactive Investor,Kean Chan,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",ken.t.chan@ampf.com,,Salesforce
10767048,Inactive Investor,Thomas Casolaro,,Newbridge Securities Corporation,tcasolaro@newbridgesecurities.com,,Salesforce
10442584,,Dmytro Poznikharenko,,,enri.slalavik@gmail.com,,Web Form Fillout
11129657,Inactive Investor,Christopher Price,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,christopher.price@ubs.com,,Salesforce
10937283,Inactive Investor,Chadwick Rich,,"Osaic Wealth, Inc. Pensacola FL 240 N Tarragona St",,,Salesforce
10821705,Inactive Investor,Tyrus Pendergrass,Financial Advisor,"Meriwether Wealth & Planning, LLC",tyrus@meriwether.com,,Salesforce
10662151,,Matthew Moulton,,,mam@signatureadvisors.com,,List Import
10793680,Inactive Investor,Robert Stoltz,Assistant Vice President;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Mount Prospect IL 940 E Rand Rd",robert.stoltz@usbank.com,,Salesforce
1595947,,Jeremy Spangler,,[Unknown],impcoparts@gmail.com,,
11152920,Inactive Investor,Alec Adelman,Client Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",alec.adelman@ampf.com,,Salesforce
10782322,Inactive Investor,Michael Laitman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",michael_laitman@ml.com,,Salesforce
11229233,Inactive Investor,Jintaek Lim,,"Equity Services, Inc. Irvine CA 20 Executive Park",jlim@nationallife.com,,Salesforce
11084424,Inactive Investor,Brenda Lorenz,Member,Lorenz Financial,,,Salesforce
46117,,William Bohmer,Wealth Advisor,Thrivent Investment Management Inc.,william.bohmer@thrivent.com,888-386-2700,
10994121,Inactive Investor,Anthony Marano,,J.P. Morgan Securities LLC Monterey CA 291 Alvarado St,anthony.marano@jpmorgan.com,,Salesforce
11045254,Inactive Investor,James Loyet,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",jim.loyet@ampf.com,,Salesforce
11206918,Inactive Investor,Ryan Evans,Financial Advisor,LPL Financial LLC Tempe AZ 1655 W Drake Dr,ryan.evans@lpl.com,,Salesforce
11039942,Inactive Investor,David Guadagno,,Vanguard Marketing Corporation,david_guadagno@vanguard.com,,Salesforce
11051242,Inactive Investor,Argie Focco,Private Client Investment Associate,J.P. Morgan Securities LLC Vero Beach FL 660 Beachland Blvd,argie.focco@jpmorgan.com,,Salesforce
9629781,,Dhd Shdnt,,,ehd@df.co,,List import
10824386,Inactive Investor,Louis Butera,,LPL Financial LLC Newtown Square PA 18 Campus Blvd,louis.butera@lpl.com,,Salesforce
11039921,Inactive Investor,Allora Camacho,,LPL Financial LLC Tucson AZ 7790 N Oracle Rd,allora.camacho@lpl.com,,Salesforce
10427334,,Muhammed Faisal,,,faisu786faisu@gmail.com,,Web Form Fillout
10617320,,Mitchell Weiss,,,mitchell.r.weiss@ampf.com,,List Import
11081900,Inactive Investor,Michael Tolliver,,"Allstate Financial Services, LLC Dover DE 1147 S Governors Ave",,,Salesforce
11020950,Inactive Investor,Justin Ables,,State Farm VP Management Corp. Macomb MI 51098 Romeo Plank Rd,justin.ables.rfc6@statefarm.com,,Salesforce
9612134,,Patrick Quinn,,,patrick.quinn@ntrs.com,,List import
10798823,Inactive Investor,Frank Messano,,LPL Financial LLC Seal Beach CA 13001 Seal Beach Blvd,frank.messano@lpl.com,,Salesforce
11080821,Inactive Investor,Tyson Hughes,,Edward Jones Hancock SC Private Residence,,,Salesforce
9616181,,Deborah Draeger,,S&P DJ Indices,deborah.draeger@spglobal.com,,List import
9631081,,Jon Choi,,,choi.jonathan.j@gmail.com,,List import
8951388,,Glenda Louise Winter-Irving,,,gwinterirving@gmail.com,,Web Form Fillout
9576904,,ShaKeena Avery-Collins,,,s.avery.collins@gmail.com,,List import
11011959,Inactive Investor,Son Vu,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Englewood CO 9155 E Nichols Ave",son.vu@mutualofomaha.com,,Salesforce
352239,,Jason Perry,"Regional Head, Taft-Hartley Sales Senior Director","Invesco Private Capital, Inc.",jason.perry@invesco.com,212-826-1100,Manual List Upload
9561447,,Daudi Wabera,,,dwabera@gmail.com,,List import
11043174,Inactive Investor,Alexander Garfield,Senior Manager,"Charles Schwab & Co., Inc. Wakefield MA Private Residence",,,Salesforce
10811118,Inactive Investor,William Morris,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,william.morris@primerica.com,,Salesforce
11063004,Inactive Investor,Kirby Payne,Chairman,BTC Financial Management Co.,,,Salesforce
10937148,Inactive Investor,Michael Steffen,,"Raymond James Financial Services, Inc. Mitchell SD 100 E Havens Ave",michael.steffen@raymondjames.com,,Salesforce
11143166,Inactive Investor,Blake Suttie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",blake.d.suttie@ml.com,,Salesforce
9575227,,Ryan Smith,,,smith.ryan.b@principal.com,,List import
10847678,Inactive Investor,Sheila Littleton,,Cetera Financial Specialists LLC Valhalla NY 115 E Stevens Ave,sheila.littleton@ceterafs.com,,Salesforce
11218426,,Mark Boehme,,,mark.boehme@ubs.com,,List Import
10873172,Inactive Investor,Michael Tisch,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,michael_tisch@glic.com,,Salesforce
10975809,Inactive Investor,Heather Neubauer,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
9635892,,Chris Aksoz,,,caksoz@meristemfw.com,,List import
10982953,Inactive Investor,Jonathan Stirling,Investment Advisor,Westwind Capital Denver CO Private Residence,jstirling@spenceassetmanagement.com,,Salesforce
10859179,Inactive Investor,Richard Hebert,Chief Investment Officer;Owner;Portfolio Manager;President;Shareholder,"Hebert Investment Advisors, Inc. Port Orange FL 6389 Longlake Dr",,,Salesforce
10928156,Inactive Investor,Asa Shively,Financial Advisor,Edward Jones Eureka CA 3220 Broadway,asa.shively@edwardjones.com,,Salesforce
11045434,Inactive Investor,Kimberly Butler,,"Osaic Wealth, Inc. Charlotte NC 15801 Brixham Hill Ave",,,Salesforce
374247,,Jerome Sklerov,,"Jerome H Sklerov, a Professional Corporation",jsklerov@aol.com,8188839893,Salesforce
10991188,Inactive Investor,Jeremie Patrick,Financial Advisor,Rodgers & Associates,jeremie@rodgers-associates.com,,Salesforce
9563955,,Elizabeth Flanders,,,lflanders@weatherbiecapital.com,,List import
10984798,Inactive Investor,Ted-Emmet Krause,Partner;Wealth Manager,Creative Planning,ted.krause@creativeplanning.com,,Salesforce
11090923,Inactive Investor,Peter Vlcek,,"Farmers Financial Solutions, LLC Fort Collins CO 262 E Mountain Ave",pvlcek@farmersagent.com,,Salesforce
11086032,Inactive Investor,Nolan Ripple,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,nripple@ft.newyorklife.com,,Salesforce
10989908,Inactive Investor,Sarah Barajas,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
11045459,Inactive Investor,Patrick Pope,Financial Planner,HG Tailored Financial Services,patrick@hgloverfinancial.com,,Salesforce
10966073,Inactive Investor,Monisha Mapp,,"U.S. Bancorp Advisors, LLC New York NY 6 Stone St",,,Salesforce
9615375,,Harrison Sheng,,,shengharrison@gmail.com,,List import
9624934,,Tim Galindo,,,timsnj8@aol.com,,List import
9560050,,Robert Jamieson,,,boom89us@yahoo.com,,List import
10834533,Inactive Investor,Joseph Luedke,Financial Advisor,Robert W. Baird & Co. Incorporated Madison WI 8000 Excelsior Dr,jdluedke@rwbaird.com,,Salesforce
10776810,Inactive Investor,Holly Anderson,,J.P. Morgan Securities LLC Roseburg OR 929 NW Garden Valley Blvd,holly.k.anderson@jpmorgan.com,,Salesforce
9544961,,Ed Maguire,,,ed@bluemontpartners.com,,List import
11051888,Inactive Investor,John Lowery,Member,KL Financial LLC,,,Salesforce
11123728,Inactive Investor,Shawn Juenger,Financial Advisor,Edward Jones Charlestown RI 4649 Old Post Rd,shawn.juenger@edwardjones.com,,Salesforce
170047,,Henrry lam,,[Unknown],henrrylam6089@gmail.com,,
11116434,Inactive Investor,Robert Chapin,,"Wells Fargo Clearing Services, LLC Monument CO 15844 Jackson Creek Pkwy",,,Salesforce
11031656,Inactive Investor,Anthony Wan,Chief Compliance Officer;Founder;Managing Member,"Wealthboost Advisors, LLC",,,Salesforce
10950915,Inactive Investor,L Trigili,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11187095,Inactive Investor,Eric Edwards,,"Avantax Investment Services, Inc. East Hampton CT 10 Summit St",,,Salesforce
11059410,Inactive Investor,Raphael Ades,Partner,Aston Capital Management,,,Salesforce
10767043,Inactive Investor,Andrew Saunders,Senior Vice President,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",andy.saunders@raymondjames.com,,Salesforce
10757580,Inactive Investor,Arlene Then,,Goldman Sachs & Co.,arlene.then@gs.com,,Salesforce
10785328,Inactive Investor,Jacklyn Cohen,,Goldman Sachs & Co.,jacklyn.fleer@gs.com,,Salesforce
11110204,Inactive Investor,Thomas Pietrack,Co-Founder;Director;Portfolio Manager,"Coherent Financial Advisers, LLC Peoria AZ Private Residence",tom@coherentfa.com,,Salesforce
11078367,Inactive Investor,Devin Marshall,Client Services Manager;Practice Manager,"Ameriprise Financial Services, LLC Los Angeles CA 6701 Center Dr W",devin.marshall@ampf.com,,Salesforce
11141180,Inactive Investor,John Nail,Financial Advisor,SageSpring Wealth Partners,john.nail@swinvestmentgroup.com,,Salesforce
10926900,Inactive Investor,James Dvoracek,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11161523,Inactive Investor,Andrew Kalpakis,Financial Associate;Owner,Thrivent Investment Management Inc. Portland OR 9397 SW Locust St,,,Salesforce
10850464,Inactive Investor,Robert Boulanger,Financial Advisor;Managing Director;Senior Vice President,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",robert.boulanger@rbc.com,,Salesforce
11059083,Inactive Investor,Mia Wallack,,LPL Financial LLC Berlin CT 40 Webster Square Rd,mia.wallack@lpl.com,,Salesforce
214659,,Zixiao Zhao,,United States,zixiao_zhao@outlook.com,,
10794037,Inactive Investor,Andrew Perez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11035448,Inactive Investor,Logan Brant,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",logan.brant@nm.com,,Salesforce
373039,,jared weiss,,[Unknown],jared@motioncorp.com,,source
9646083,,Kittichan Khankid,,,kittichankarkhid@gmail.com,,List import
10913312,Inactive Investor,Manuel Horner,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 2550 5th Ave",manuel.horner@ampf.com,,Salesforce
10941529,Inactive Investor,Raffaella Capozza,Financial Advisor,Edward Jones Miami FL 20200 W Dixie Hwy,,,Salesforce
11082573,Inactive Investor,Alec Thompson,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,,,Salesforce
11041750,Inactive Investor,Lauryn Harper,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",lauryn.harper@ml.com,,Salesforce
201176,,Jon Torrea,,AGOUR,jonan.torrea@gmail.com, +34 636990433,
10825103,Inactive Investor,Mark Gottlieb,,"Raymond James Financial Services, Inc. Wayzata MN 1905 Wayzata Blvd",,,Salesforce
11188485,Inactive Investor,Sheila Malewska,Financial Advisor,Edward Jones Tawas City MI 540 W Lake St,sheila.malewska@edwardjones.com,,Salesforce
10954869,Inactive Investor,Scott Gullickson,,"MML Investors Services, LLC Davenport IA 2310 Jersey Ridge Rd",sgullickson@financialguide.com,,Salesforce
10967315,Inactive Investor,Lloyd Hall,Chief Compliance Officer;President,"Samara Financial, Inc.",,,Salesforce
10872289,Inactive Investor,Megan Rouse,Financial Planner;Owner,Megan Rouse Financial Planning,megan@meganrousefinancialplanning.com,,Salesforce
10934356,Inactive Investor,Carlos Quinto,,"CapFinancial Securities, LLC.",,,Salesforce
9630271,,Kwanhoon Lee,,,rok.lee91@gmail.com,,List import
240442,,Richard Long,,[Unknown],rglsarona@yahoo.com,,Direct
11022219,Inactive Investor,Eric Randel,Financial Advisor,Edward Jones Plainfield IN 3908 Clarks Creek Rd,eric.randel@edwardjones.com,,Salesforce
9619977,,John Sergent,,,ag.systems1@yahoo.com,,List import
10792968,Inactive Investor,Matthew Frye,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",matthew_frye@ml.com,,Salesforce
10895358,Inactive Investor,Kathryn Kitchell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11166539,Inactive Investor,Annelise Dubrouillet,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",annelise.dubrouillet@ml.com,,Salesforce
9644756,,Eric Putnam,,,eric.putnam@gs.com,,List import
10958004,Inactive Investor,Amit Raninga,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10818869,Inactive Investor,Craig Silberg,Chief Compliance Officer;Founding Partner;Managing Partner,EverPar Advisors LLC,craig.silberg@everpar.com,,Salesforce
9622061,,jiyu park,,,wltmfdmsdnjf@gmail.com,,List import
216186,,David Moore,Owner,Fiduciary Global Advisors,david@fiduciaryglobal.com,(305) 588-6090,Event
11100058,Inactive Investor,Sinjin Torres,,Thrivent Investment Management Inc. Las Vegas NV 8345 W Sunset Rd,sinjin.torres@thrivent.com,,Salesforce
10658098,,Vincent Armand,,,vincent.armand@fmr.com,,List Import
197563,,John Yau,,[Unknown],jyau@optia.com,,
10806273,Inactive Investor,David Porath,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Midland MI 3320 Ridgecrest Dr,dporath@rwbaird.com,,Salesforce
10766362,Inactive Investor,Alejandro Pulido,Executive Financial Services Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley San Francisco CA 101 California St,alejandro.pulido@morganstanley.com,,Salesforce
340150,,Ford Kingsley,,[Unknown],kingsley.ford@lseg.com,,Event
10760472,Inactive Investor,Bari Venetsky,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 500 Campus Dr",bari.venetsky@bofa.com,,Salesforce
10910393,Inactive Investor,John Barnes,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;President,"Pendleton Street Advisors, LLC",jbarnes@pstadvisors.com,,Salesforce
11140082,Inactive Investor,Tiffany Cohen,Wealth Relationship Manager,Citigroup Global Markets Inc. West Hollywood CA 9059 W Sunset Blvd,,,Salesforce
10981622,Inactive Investor,Nusrat Farhana,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,nusrat.farhana@jpmorgan.com,,Salesforce
11175138,Inactive Investor,Joseph Adocchio,,"Allstate Financial Services, LLC Alpharetta GA 12220 Birmingham Hwy",jadocchio1@allstate.com,,Salesforce
11042377,Inactive Investor,Karen Stevens,,LPL Financial LLC Metairie LA 3223 8th St,karen.stevens@lpl.com,,Salesforce
10954213,Inactive Investor,David Diller,Financial Advisor,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",david.diller@rbc.com,,Salesforce
11028505,Inactive Investor,Elena Duffner,,"Raymond James Financial Services, Inc. Columbus OH 5001 Horizons Dr",elena.duffner@raymondjames.com,,Salesforce
11103659,Inactive Investor,Julianna Muscarella,Personal Banker,"Fifth Third Securities, Inc. Cadillac MI 123 S Mitchell St",julianna.muscarella@53.com,,Salesforce
9580879,,Richard Holderness,,,richard@holdernessinvestments.com,,List import
9629332,,Brian Toomey,,,bktoomey83@gmail.com,,List import
11260074,Inactive Investor,Neelan Kumar,,Goldman Sachs & Co.,,,Salesforce
11185529,Inactive Investor,Nathan Sisk,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
8752406,,Domingos Alves,,Amazon,alvesdomingos142@gmail.com,37991834580,Web form fillout
11058644,Inactive Investor,Lorelei Rodriguez,,LPL Financial LLC Houma LA 1356 W Tunnel Blvd,lorelei.rodriguez@lpl.com,,Salesforce
11154840,Inactive Investor,Annie Johnson,Client Associate,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",annie.sam@wellsfargoadvisors.com,,Salesforce
10878399,Inactive Investor,Alaric Goth,Financial Advisor,McAdam LLC Vienna VA 8000 Towers Crescent Dr,alaric.goth@mcadamfa.com,,Salesforce
9617316,,CHENG LIANG,,,kimziv@qq.com,,List import
11130877,Inactive Investor,Michael Shell,Chief Compliance Officer;Chief Investment Officer;Managing Member;Portfolio Manager;President,"Shell Capital Management, LLC",,,Salesforce
9615574,,Andrei Anisimov,,,anisimovandr@gmail.com,,List import
11105504,Inactive Investor,Scot Ahearn,,"Blackridge Asset Management, LLC Pittston PA Private Residence",,,Salesforce
10777777,Inactive Investor,David Manderfield,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Washington DC 1801 K St NW,david.manderfield@opco.com,,Salesforce
10833641,Inactive Investor,Joseph Chi,,"Avantax Investment Services, Inc. Rosemead CA 8450 Garvey Ave",,,Salesforce
10976788,Inactive Investor,Kristopher Panos,,Vanguard Marketing Corporation,kristopher_panos@vanguard.com,,Salesforce
9604574,,AHMAD ILHAM,,,ahmadilhamsyauqy@gmail.com,,List import
10759495,Inactive Investor,Linda Muldoon,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",linda_muldoon@ml.com,,Salesforce
10931589,Inactive Investor,Thomas Paup,,"Avantax Investment Services, Inc. Carlisle PA 35 E High St",,,Salesforce
11197975,Inactive Investor,Anthony Corona,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
4439744,,Dav Weird,,,strheadsemail@gmail.com,05425865346,Web form fillout
10999938,Inactive Investor,Judith Obiofuma,,PFS Investments Inc. Houston TX 11757 Katy Fwy,judith.obiofuma@primerica.com,,Salesforce
11170780,Inactive Investor,Calvin Haggray,,PFS Investments Inc. Stone Mountain GA 925 Main St,calvin.haggray@primerica.com,,Salesforce
10949420,Inactive Investor,Evan De Castro,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,evan_de-castro@vanguard.com,,Salesforce
11009456,Inactive Investor,Ruben Madriles Gomez,,PFS Investments Inc. Riverside CA 1845 Chicago Ave,rmadriles-gomez@primerica.com,,Salesforce
10807188,Inactive Investor,Brandon Cohen,Financial Advisor,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,brandon.cohen@morganstanley.com,,Salesforce
10980930,Inactive Investor,Todd Shoemaker,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",todd.shoemaker@prudential.com,,Salesforce
11000840,Inactive Investor,Emily Macdonald,,Commonwealth Financial Network Rutland VT 86 N Main St,emacdonald@commonwealth.com,,Salesforce
4559986,,fas sa,,,docak10822@cadolls.com,,Web Form Fillout
9596479,,Gerald Weiner,,,rarebooks1@comcast.net,,List import
9643973,,Igor Janevski,,,igor.janevski@agragold.com,,List import
9618067,,Daniel Kim,,,dkim@tenzing-global.com,,List import
373134,,JOSHUA CONNELL,,[Unknown],josh.connell@fivebucksdrinkery.com,,source
11123830,Inactive Investor,Eric Branch,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",embranch@firstcommand.com,,Salesforce
9574787,,Jip Otten,,,jf391809@gmail.com,,List import
35736,,Randy Shaffer,Investment Advisor Representative,FSC Securities Corporation,rshaffer@fscadvisor.com,,
40769,,Scott Scearcy,Financial Associate,Thrivent Investment Management Inc.,scott.scearcy@thrivent.com,402-932-0109,
10950934,Inactive Investor,Manshu Xu,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
5714825,,Jose Goni,,,gsolyjose@proton.me, +34630848812,Web form fillout
209111,,Adrian McCullagh,,[Unknown],amccullagh@odmoblawyers.com,,Event
11161626,Inactive Investor,Thomas Sacharanski,,"Wells Fargo Clearing Services, LLC Monroe Township NJ 28 Concordia Shopping Center Dr",thomas.sacharanski@wellsfargoadvisors.com,,Salesforce
10754485,Inactive Investor,Michael Vassalotti,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,michael.vassalotti@ubs.com,,Salesforce
242821,,Uri Fernandez,Head of Operations,[Unknown],uri@iv.ai,5.25521E+11,Database Upload
11172293,Inactive Investor,Scott Hauser,Private Wealth Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 2438 Research Pkwy",scott.m.hauser@ampf.com,,Salesforce
10850105,Inactive Investor,Zach Kirby,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",zach.kirby@ml.com,,Salesforce
335392,,James O'Connor,Wealth Advisor,"Vigilant Capital Management, Llc",joconnor@vigilantcap.com,207-523-1110,Manual List Upload
10877479,Inactive Investor,Kirsten Oppenheimer,Member,"Oppenheimer + Close, LLC",,,Salesforce
10455751,,Michael B.,,,mb2k64@gmail.com,,Web Form Fillout
10777668,Inactive Investor,Robert Yang,,Morgan Stanley New York NY 1585 Broadway,robert.yang@morganstanley.com,,Salesforce
11196225,Inactive Investor,Andrew Spuhler,Investment Advisor Representative,"Osaic Wealth, Inc. Mechanicsburg PA 5000 Ritter Rd",,,Salesforce
11202211,Inactive Investor,Daniel Moisand,Financial Advisor;Member;Principal,"Moisand Fitzgerald Tamayo, LLC Orlando FL 200 S Orange Ave",dan@moisandfitzgerald.com,,Salesforce
10841437,Inactive Investor,Lee Kern,Financial Advisor,Lincoln Investment Rochester NY 1425 Jefferson Rd,lkern@lincolninvestment.com,,Salesforce
10617735,,Laura Toms,,,laura.toms@wellsfargoadvisors.com,,List Import
11126075,Inactive Investor,Ronald McArdle,,"Osaic Wealth, Inc. Presque Isle ME 507 Main St",,,Salesforce
11001336,Inactive Investor,Kathrine Limbacher,Administrative Associate,LPL Financial LLC Phoenix AZ 2355 W Pinnacle Peak Rd,kathrine.limbacher@lpl.com,,Salesforce
10601789,,wenbin lei,,,lwb891225@gmail.com,,Web Form Fillout
10604346,,Gary Patzik,Advisor Compliance Legal Executive Owner,Mulberry Capital Management LLC,gpatzik@gmail.com,3123420029,List Import
10799952,Inactive Investor,Rick Larson,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Gig Harbor WA 2727 Hollycroft St,rick.larson@morganstanley.com,,Salesforce
11090368,Inactive Investor,Derek Tharp,Chief Compliance Officer;Financial Planner;Founder;Owner,Conscious Capital,derek@conscious-capital.net,,Salesforce
11173111,Inactive Investor,Jennifer Yan,,Perella Weinberg Partners LP San Francisco CA 1 California St,jyan@pwpartners.com,,Salesforce
10844390,Inactive Investor,Christopher Reed,President,"Financial Action, Inc.",,,Salesforce
11235421,Inactive Investor,Ryan Munoz,Wealth Advisor,"Inspire Advisors, LLC Celina TX Private Residence",ryan.munoz@inspireadvisors.com,,Salesforce
11047520,Inactive Investor,Dawn Young,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",dawn.young@prudential.com,,Salesforce
11038605,Inactive Investor,John Robinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",john.robinson@wellsfargoadvisors.com,,Salesforce
371924,,Daniel Goldsmith,,[Unknown],dgoldsmith2@yahoo.com,541-499-0999,Salesforce
10827992,Inactive Investor,Jerry Mcdonnell,Chief Compliance Officer;Co-Founder;Managing Partner,"Keen Capital, LLC",jerry.mcdonnell@keencapital.net,,Salesforce
10950242,Inactive Investor,Steven Johnson,,"FBL Marketing Services, LLC Rochester IN 230 E 9th St",steven.johnson@fblfinancial.com,,Salesforce
10896694,Inactive Investor,Victor Casado,Assistant Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",victor.casado@ml.com,,Salesforce
10759941,Inactive Investor,Joseph Palatucci,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hanover NH 63 S Main St",joe_palatucci@ml.com,,Salesforce
11120086,Inactive Investor,Michael Boatman,,"Level Four Financial, LLC Palm Beach Gardens FL 3300 PGA Blvd",mboatman@levelfourfinancial.com,,Salesforce
10971486,Inactive Investor,Benjamin Jones,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Southlake TX 1900 W Kirkwood Blvd",bjones@buckinghamgroup.com,,Salesforce
10893641,Inactive Investor,Edward Roche,President,Freedom Mountain Investments,,,Salesforce
10753072,Inactive Investor,Adam Faber,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bellingham WA 119 N Commercial St",adam.j.faber@ampf.com,,Salesforce
11033846,Inactive Investor,Eman Mossadeghi,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",eman.mossadeghi@ml.com,,Salesforce
4827783,,Cheewee Chew,,,philip_chew@hotmail.com,6099550898,Web Form Fillout
10696298,,Felix Gil,,iCapital,fgil@icapitalnetwork.com,,List Import
9610295,,Judy Endler,,,placiologist@gmail.com,,List import
10771994,Inactive Investor,Danielle Miller,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",danielle_miller@ml.com,,Salesforce
10780592,Inactive Investor,Jonathan Beegle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",jonathan_beegle@ml.com,,Salesforce
10812736,Inactive Investor,Jaymi Farrell,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,jaymi.farrell@fidelity.com,,Salesforce
9591380,,Dennis Tuominen,,,deni@tfl.io,,List import
11021563,Inactive Investor,Richard Chalem,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
10819464,Inactive Investor,Lucie Honosutomo,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",lucie.honosutomo@rbc.com,,Salesforce
11019824,Inactive Investor,Mouhssine Aidouni,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,mouhssine.aidouni@jpmorgan.com,,Salesforce
11017165,Inactive Investor,Frederick MacLean,Associate Wealth Manager,"Heritage Investment Group, Inc.",,,Salesforce
11144314,Inactive Investor,Michael Butsko,,LPL Financial LLC Temecula CA 28459 Old Town Front St,michael.butsko@lpl.com,,Salesforce
9585326,,Gail Kincannon,,,gkincannon@ft.newyorklife.com,,List import
11173674,Inactive Investor,Erica Bruni,,First Manhattan Securities LLC,ebruni@firstmanhattan.com,,Salesforce
10887105,Inactive Investor,Kyle Menges,,Citigroup Global Markets Inc.,,,Salesforce
240355,,gina saunders,,[Unknown],gina@desertdentalstaffing.com,,Direct
11182332,Inactive Investor,Torry Whitcher,Investment Advisor Representative,"RFG Advisory, LLC Pittsford NY 1169 Pittsford Victor Rd",,,Salesforce
11134472,Inactive Investor,Danyl Ellerbusch,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",danyl.ellerbusch@nm.com,,Salesforce
339272,,Russell King,INVESTMENT ADVISOR / PARTNER,"Titleist Asset Management, Ltd.",rking@tamgmt.com,210-826-2424,Manual List Upload
10571722,,Ilir Sabovic,,Grayscale.com,ilir3@grayscale.com,,Web Form Fillout
10869364,Inactive Investor,Jean Good,,"Northwestern Mutual Investment Services, LLC Morrisville PA 19 S Main St",jean.good@nm.com,,Salesforce
10995848,Inactive Investor,Ranfy Frias,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9593075,,Peeyush Yadav,,,capeeyushyadav@outlook.com,,List import
10961019,Inactive Investor,Cassandra Kramp,,Citigroup Global Markets Inc.,,,Salesforce
9610618,,Francois Nehme,,,francois.t.nehmeh@gmail.com,,List import
8480911,,Dyfan Williams,,Algorithmic Partners,dyfanwilliams@mac.com,,List Import
11064349,Inactive Investor,Kevin Hunt,,"Cambridge Investment Research, Inc. Beech Island SC 359 Belvedere Rd",,,Salesforce
10858284,Inactive Investor,Judith Tengler,,LPL Financial LLC Independence OH 5000 Rockside Rd,judy.tengler@lpl.com,,Salesforce
10812671,Inactive Investor,David Plaisance,Elected Manager;Investment Advisor Representative;Regulatory Contact,Waypoint Strategic Advisors Asheville NC 214 Executive Park,david@waypointus.com,,Salesforce
11142246,Inactive Investor,Emily Oldham,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",emily.oldham@ml.com,,Salesforce
10806140,Inactive Investor,Danielle Valleau,,"Raymond James Financial Services, Inc. Augusta ME 320 Water St",danielle.valleau@raymondjames.com,,Salesforce
10943507,Inactive Investor,Bonnie Aleck,,LPL Financial LLC Farmington ME 189 Main St,bonnie.aleck@lpl.com,,Salesforce
125110,,Marilyn Napoli,Senior Financial Advisor,Wealthspire Advisors,marilyn.napoli@wealthspire.com,646-230-8989,
11116208,Inactive Investor,Bradley Baker,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,bradley.baker2@fmr.com,,Salesforce
11119217,Inactive Investor,Steven Gillis,,State Farm VP Management Corp. Kitty Hawk NC 5117 N Croatan Hwy,,,Salesforce
10820175,Inactive Investor,Derek Toy,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Houston TX 5505 Kirby Dr,derek.toy@jpmorgan.com,,Salesforce
11196332,Inactive Investor,James Corley,,State Farm VP Management Corp. Rochester NY 630 East Ave,jim.corley.gpb6@statefarm.com,,Salesforce
242085,,Krista Jorgenson,National Accounts Manager,Frontier Asset Management,kjorgenson@frontierasset.com,,Event
11194754,Inactive Investor,Karina Camacho,,"Ameritas Investment Company, LLC San Francisco CA 847 Sansome St",kchangcamacho@ameritas.com,,Salesforce
10843623,Inactive Investor,John Fountain,Chief Compliance Officer;Chief Executive Officer;President,Palomar Advisors Inc.,john.fountain@creativewealthgroup.com,,Salesforce
11114757,Inactive Investor,Thomas Vivian,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",thomas.vivian@ml.com,,Salesforce
348980,,William Neild,Member,Orbimed Advisors Llc,william.neild@orbimed.com,212-739-6400,Manual List Upload
224143,,CCP hhh Hb,,[Unknown],hehe@wkak.com,,
11047204,Inactive Investor,Kelliann O'Connor,Relationship Manager;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kelliann.oconnor@ubs.com,,Salesforce
10657702,,Daniel Gould,,,daniel.gould@nm.com,,List Import
11047242,Inactive Investor,Mark Kopkin,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",,,Salesforce
10907040,Inactive Investor,Daniel Draper,Executive Vice President;Portfolio Manager,Sapphire Blue Investment Partners,ddraper@sapphireblueip.com,,Salesforce
11138801,Inactive Investor,Jessica Moreno,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",jessica.moreno2@ml.com,,Salesforce
10920804,Inactive Investor,Brian Witz,,"Osaic Wealth, Inc. Appleton WI 210 S Bluemound Dr",,,Salesforce
348665,,Denise Adah,Advisor,Avantax Advisory Services,denise.adah@hdvest.net,,
11022167,Inactive Investor,Irwin Soria,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,irwin.soria@jpmorgan.com,,Salesforce
11112980,Inactive Investor,Joshua Ott,,"Transamerica Financial Advisors, Inc Saint Paul MN 2277 Hwy 36 W",joshua.ott@tfaconnect.com,,Salesforce
11161647,Inactive Investor,Andrew Matthieson,Financial Advisor,Park Avenue Securities LLC Alpharetta GA 1725 Windward Concourse,andrew_matthieson@glic.com,,Salesforce
10810261,Inactive Investor,John Montag,Chief Investment Officer;President,Montag Atlanta GA 133 Peachtree St,johnmontag@montagwealth.com,,Salesforce
11231042,Inactive Investor,Guanyue Zhao,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11153609,Inactive Investor,Jeffery White,,Fidelity Brokerage Services LLC,,,Salesforce
11126800,Inactive Investor,Samuel Hubbard,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Director,"T.R.U.E. Coastal Capital, LLC",sam@coastalcapmgmt.com,,Salesforce
10895335,Inactive Investor,Kohler Black,Financial Consultant,"Charles Schwab & Co., Inc. Pleasant Grove UT 1882 W Pleasant Grove Blvd",kohler.black@schwab.com,,Salesforce
11013162,Inactive Investor,Michelle Grothouse,,"Allstate Financial Services, LLC Fort Worth TX 308 N Jim Wright Fwy",michelleg@allstate.com,,Salesforce
10849166,Inactive Investor,Lewis Chamberlain,,Cetera Advisors LLC Redding CA 1005 Redbud Dr,,,Salesforce
10506530,,Frank Martin,,,frank.martin1@lpl.com,,Web Form Fillout
9598466,,Joseph Bonanno,,,joseph.bonanno@hbwadvisory.com,,List import
11012434,Inactive Investor,Emily Lamonte,,"Empower Financial Services, Inc Glastonbury CT Private Residence",emily.lamonte@empower.com,,Salesforce
10867042,Inactive Investor,Aaron Wright,,NYLIFE Securities LLC Goleta CA Private Residence,ajwright@ft.newyorklife.com,,Salesforce
10767177,Inactive Investor,Barry Mordis,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",barry_mordis@ml.com,,Salesforce
11115477,Inactive Investor,Jeffrey Erekson,,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",,,Salesforce
11175208,Inactive Investor,Michael Metzger,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",michael.r.metzger@ampf.com,,Salesforce
10840351,Inactive Investor,John Debuys,,NYLIFE Securities LLC Birmingham AL 2311 Highland Ave S,fdebuys@ft.newyorklife.com,,Salesforce
10800719,Inactive Investor,Edward Militti,Financial Advisor;First Vice President;Portfolio Manager;Vice President,Morgan Stanley Omaha NE 13625 California St,ed.militti@morganstanley.com,,Salesforce
10839914,Inactive Investor,Bryan Farrissey,Senior Financial Advisor,"BCU Wealth Advisors, LLC",bryan.farrissey@bcu.org,,Salesforce
10996928,Inactive Investor,Michelle Rodenberg,Financial Advisor,Edward Jones Grand Rapids MN 111 Golf Course Rd,michelle.rodenberg@edwardjones.com,,Salesforce
5916372,,Esther Johnson,,,lhzjyekatmuvjad@triots.com,,Web Form Fillout
10613694,,Frank Davidson,Financial Advisor,,fdavidson@ae.cadaretgrant.com,,List Import
11014210,Inactive Investor,Matthew Coy,,PFS Investments Inc. Tucson AZ 5920 E Pima St,,,Salesforce
9555401,,Diane Dewolfe,,,diane.dewolfe@transamerica.com,,List import
10658613,,Andrew Kane,,,andrew.kane@chase.com,,List Import
11100091,Inactive Investor,Jeffrey Edwards,Investment Advisor Representative;Senior Advisor Consultant,"Osaic Wealth, Inc. Charlotte NC 15801 Brixham Hill Ave",,,Salesforce
10894503,Inactive Investor,Martin Rosenzveig,Chief Compliance Officer;Managing Member;Principal,"Martin W. Rosenzveig & Co., LLC",,,Salesforce
11025042,Inactive Investor,Wesley Shockley,,NYLIFE Securities LLC Yakima WA 925 Triple Crown Way,wshockley@ft.newyorklife.com,,Salesforce
232231,, -,,[[Unknown]],j.dewhirst@im.partners,,Organic Search
10771132,Inactive Investor,Christian Brand,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",christian.brand@wellsfargoadvisors.com,,Salesforce
10788277,Inactive Investor,Glenn Kubiak,,Cetera Financial Specialists LLC Orland Park IL 14548 John Humphrey Dr,glenn.kubiak@ceterafs.com,,Salesforce
341492,,Vincent D'angelo,Chief Risk Officer,Brown Brothers Harriman Mutual Fund Advisory Depar,vincent.dangelo@bbh.com,212-483-1818,Manual List Upload
11061601,Inactive Investor,Christina Klitzke,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,christina.klitzke@thrivent.com,,Salesforce
11120839,Inactive Investor,James Norvell,,"Northwestern Mutual Investment Services, LLC Corbin KY 113 N Main St",jamie.norvell@nm.com,,Salesforce
10891660,Inactive Investor,Jessica Divincent,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9602175,,John Landers,,,jlanders@cbsinvestorconnection.com,,List import
9548440,,Javier Planos,,,boribonjp2000@gmail.com,,List import
10960780,Inactive Investor,Jonathan Rasler,Financial Associate,Thrivent Investment Management Inc. Davenport IA 2466 E Kimberly Rd,jonathan.rasler@thrivent.com,,Salesforce
10998196,Inactive Investor,Edward Weil,,"MML Investors Services, LLC Tampa FL 2502 N Rocky Point Dr",eweil@financialguide.com,,Salesforce
257,,,,,Joewhite15874@wp.pl,,
10866860,Inactive Investor,Francisco Vaca,Financial Advisor;Vice President,Advisory Investor Services LLC West Windsor NJ Private Residence,,,Salesforce
10905317,Inactive Investor,Bowei Ma,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 2077 Broadway",bowei.ma@ml.com,,Salesforce
121523,,Tyler Breed,Financial Advisor,Eagle Strategies LLC,tbreed@ft.newyorklife.com,314-567-9080,
11131044,Inactive Investor,Brandon Fisher,,"Northwestern Mutual Investment Services, LLC Sewickley PA 419 Walnut St",brandon.fisher@nm.com,,Salesforce
5974462,,Michail Angelos Vlazakis,,,musichania@gmail.com,,
11075185,Inactive Investor,Rebecca Sidway,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",rebecca_sidway@ml.com,,Salesforce
10821765,Inactive Investor,Gloria Dios,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,gloria.dios@ubs.com,,Salesforce
10845705,Inactive Investor,Richard Low,,"Charles Schwab & Co., Inc. New York NY 100 Broadway",,,Salesforce
11254271,Inactive Investor,Mikey Rivas Chacon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hemet CA 1687 E Florida Ave",,,Salesforce
10487607,,Michael O'Reilly,Investment Consultant,LPL Financial LLC,mike.oreilly@lpl.com,,List Import
11085901,Inactive Investor,Jessica Vela,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville GA 340 Jesse Jewell Pkwy SE",jessica.vela@ml.com,,Salesforce
11062677,Inactive Investor,Timothy Bragg,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",timothy.bragg@wellsfargoadvisors.com,,Salesforce
11146074,Inactive Investor,Carol York,Financial Advisor;Senior Vice President,Keystone Private Wealth,carol@cypressprivate.com,,Salesforce
10806916,Inactive Investor,Richard Smith,Owner,Protected Capital Management Boise ID 6225 N Meeker Pl,richsmith@pcmvalue.com,,Salesforce
10821913,Inactive Investor,William Mbua,,PFS Investments Inc. East Orange NJ 7 Glenwood Ave,william.mbua@primerica.com,,Salesforce
10861945,Inactive Investor,Waymon Tipton,Senior Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,wtipton@rwbaird.com,,Salesforce
11075631,Inactive Investor,Robert Dick,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,robert.dick@fidelity.com,,Salesforce
10758250,Inactive Investor,Barry Gangwer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Oklahoma City OK 6301 Waterford Blvd",gangwerb@stifel.com,,Salesforce
11091498,Inactive Investor,Chloe Bartels,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10659542,,Brian Yong,,,brian.yong@mutualofamerica.com,,List Import
235141,,??? -,,ìœ í˜•ì¢… [[Unknown]],yoohj5850@naver.com,,Content
9566902,,Susanne Desrochers,,,highlandx@protonmail.com,,List import
10992272,Inactive Investor,Wesley Upah,,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",,,Salesforce
232853,, -,,[[Unknown]],jsdaniel1@hotmail.com,,Direct
10932877,Inactive Investor,Colin Talbot,,"Raymond James Financial Services, Inc. Plymouth MI 843 Penniman Ave",colin.talbot@raymondjames.com,,Salesforce
10982508,Inactive Investor,Carlos Duque,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,carlos.duque@safra.com,,Salesforce
11022041,Inactive Investor,Crystal Sankar,,J.P. Morgan Securities LLC Boca Raton FL 5950 Glades Rd,crystal.sankar@jpmorgan.com,,Salesforce
10869519,Inactive Investor,Chad Ogden,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",chad.ogden@nm.com,,Salesforce
10844715,Inactive Investor,John Heckenkamp,,"Wells Fargo Advisors Financial Network, LLC Irvine CA 18800 Von Karman Ave",john.heckenkamp@wellsfargoadvisors.com,,Salesforce
9636691,,Bradley Stern,,,brad@aisgroup.com,,List import
11052104,Inactive Investor,Lindsey Feeney,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10973965,Inactive Investor,Andrew Kaczrowski,,"U.S. Bancorp Investments, Inc. Saint Paul MN 1071 Grand Ave",andrew.kaczrowski@usbank.com,,Salesforce
10793323,Inactive Investor,Kenneth Innis,,"M Holdings Securities, Inc. Nashville TN 2020 21st Ave S",kenneth.innis@mfin.com,,Salesforce
10865651,Inactive Investor,Alicia Majeski,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,alicia.vassallo@fidelity.com,,Salesforce
10934913,Inactive Investor,Taylor Moseley,,Wedbush Securities Inc.,taylor.moseley@wedbush.com,,Salesforce
10893514,Inactive Investor,Ana Herrera,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
11199152,Inactive Investor,Justina Lai,Chief Impact Officer;Shareholder,LNW,jlai@lnwadvisors.com,,Salesforce
9609264,,Jeffery Brown,,,jeffery.brown@icloud.com,,List import
11038370,Inactive Investor,David Gonzales,,"Farmers Financial Solutions, LLC Waco TX 2501 Franklin Ave",dgonzales1@farmersagent.com,,Salesforce
10756433,Inactive Investor,Adrian Garate,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,adrian.m.garate@jpmorgan.com,,Salesforce
10843182,Inactive Investor,Michael Hepner,Chief Compliance Officer;Member;Owner,"Hepner Financial Services, LLC",,,Salesforce
11011491,Inactive Investor,Frank Briseno,,"Osaic Wealth, Inc. Metairie LA 414 Clearview Pkwy",,,Salesforce
11136619,Inactive Investor,Jill Honeycomb,,"Raymond James Financial Services, Inc. Middletown CT 315 Main St",jill.honeycomb@raymondjames.com,,Salesforce
11120247,Inactive Investor,Thomas Bennett,Managing Director,"Horter Investment Management, LLC Benicia CA Private Residence",thomas.bennett@him-ria.com,,Salesforce
9581528,,Gina Wilson,,,gina.wilson@ifpadvisor.com,,List import
10782956,Inactive Investor,Charles Fall,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",charles.fall@prudential.com,,Salesforce
11081644,Inactive Investor,Jared Watkins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11163671,Inactive Investor,William Leader,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",william.leader@ml.com,,Salesforce
11048663,Inactive Investor,Sarah Driller,Investment Service Specialist;Investment Specialist,First Affirmative Financial Network LLC,sarahdriller@firstaffirmative.com,,Salesforce
11093736,Inactive Investor,Lyle Officer,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Joseph MO 1806 Oakridge Cir",,,Salesforce
9610919,,Pallavi Sambasivan,,,pallavi.sambasivan@gmail.com,,List import
10759829,Inactive Investor,Matthew Bieber,,Goldman Sachs & Co.,matthew.bieber@gs.com,,Salesforce
10935098,Inactive Investor,Paul McDaniel,,Colorado Financial Service Corporation Lynchburg VA 100 Copley Pl,,,Salesforce
347736,,Gregory Ostrowski,Member,Scarborough Capital Management,gostrowski@scmadvice.com,410-573-5700,Manual List Upload
11065242,Inactive Investor,Kevin Guille,,"Raymond James Financial Services, Inc. Cheyenne WY 4012 Laramie St",,,Salesforce
11233158,Inactive Investor,Jessica Cavanaugh,,"Wells Fargo Clearing Services, LLC Baton Rouge LA 7054 Jefferson Hwy",,,Salesforce
11109932,Inactive Investor,Robert Isbrandtsen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",robert.isbrandtsen@ml.com,,Salesforce
10958799,Inactive Investor,Megan Rone,,"Allstate Financial Services, LLC Ozark MO 5501 N 17th St",meganrone@allstate.com,,Salesforce
10876855,Inactive Investor,Cathy Mariani,,"Ameriprise Financial Services, LLC Andover MA 76 Main St",cathy.m.mariani@ampf.com,,Salesforce
11156004,Inactive Investor,Cindy Gregory,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10795640,Inactive Investor,Wendy Quattrochi,,"American Portfolios Financial Services, Inc. Ellicott City MD Private Residence",wquattrochi@americanportfolios.com,,Salesforce
11134828,Inactive Investor,Michael Gray,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",michael_gray1@ml.com,,Salesforce
10828684,Inactive Investor,Lonnie Jones,Financial Advisor,Edward Jones Ringgold GA 7797 Nashville St,lonnie.jones@edwardjones.com,,Salesforce
11058953,Inactive Investor,Stuart Darby,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10850289,Inactive Investor,James Boyce,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",james.boyce@wellsfargoadvisors.com,,Salesforce
10879209,Inactive Investor,Stephen Andrusky,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",stephen.andrusky@schwab.com,,Salesforce
10843434,Inactive Investor,Jay Hamilton,Chief Compliance Officer;Owner;President,Monument Investments Inc.,,,Salesforce
10939504,Inactive Investor,Jose Pantoja,,Fidelity Brokerage Services LLC,,,Salesforce
11156673,Inactive Investor,William Caldwell,,GuideStone Financial Services,william.caldwell@guidestone.org,,Salesforce
11090386,Inactive Investor,David Brodsky,Senior Wealth Advisor,"The Colony Group, LLC Wellesley Hills MA 93 Worcester St",david.brodsky@thecolonygroup.com,,Salesforce
10645213,,Christopher Cottrell,,,cjpcottrell@brai.com,,List Import
11123188,Inactive Investor,Kerk Pena,,J.P. Morgan Securities LLC Plano TX 5976 W Parker Rd,kerk.pena@jpmorgan.com,,Salesforce
10884857,Inactive Investor,John Summers,Financial Advisor,LPL Financial LLC Victor NY Private Residence,john.summers@lpl.com,,Salesforce
11210636,Inactive Investor,Clifford Mortensen,,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",clifford.mortensen@nm.com,,Salesforce
11089630,Inactive Investor,Frank Pruden,,"Pruco Securities, LLC. Montgomery AL 8650 Minnie Brown Rd",frank.pruden@prudential.com,,Salesforce
10764378,Inactive Investor,George Hayes,,"Cambridge Investment Research, Inc. Phoenix MD 14307 Jarrettsville Pike",,,Salesforce
352194,,Jim Hughes,,"Total Investment Management, Inc.",james.hughes@tigmt.com,480-998-5735,Manual List Upload
11232178,Inactive Investor,John Brunson,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,jbrunson@primerica.com,,Salesforce
11000962,Inactive Investor,Blake Price,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,blake.price.k15t@statefarm.com,,Salesforce
11030208,Inactive Investor,Michael Muffoletto,,Commonwealth Financial Network Lancaster NY 5533 Broadway St,mmuffoletto@commonwealth.com,,Salesforce
561,,,,,fredfry@tiscali.it,,
11073313,Inactive Investor,Michael Naki,Principal,Financial Advocates Investment Management,mnaki@financialadvocates.net,,Salesforce
11110785,Inactive Investor,David Long,,"Concourse Financial Group Securities, Inc. Cincinnati OH 6645 Colerain Ave",david.long@concoursefinancial.com,,Salesforce
10874984,Inactive Investor,Ryan Dix,Director - Investments and Planning,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",ryan.dix@nm.com,,Salesforce
10911000,Inactive Investor,Alexander Levy,Vice President,Citigroup Global Markets Inc.,,,Salesforce
11088917,Inactive Investor,Michael Scalise,Chief Compliance Officer;Managing Member;Principal,Summit Financial Management LLC,mscalise@summitwisconsin.com,,Salesforce
9545840,,Nabil Najjar,,,nabilnajjar26@gmail.com,,List import
11206449,Inactive Investor,Nancy Woolver,,NYLIFE Securities LLC Victor NY 209 High Point Dr,nwoolver@ft.newyorklife.com,,Salesforce
9641834,,Paul McGloin,,,pmcgloin@hpmpartners.com,,List import
9557757,,Andrew Stewart,,,andrewonset@gmail.com,,List import
10885764,Inactive Investor,Brenden Hughes,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",brenden.h.hughes@nm.com,,Salesforce
340655,,Samantha Adams,Managing Director,Berkshire Partners Llc,sadams@berkshirepartners.com,617-227-0050,Manual List Upload
10864423,Inactive Investor,Gabrielle Pasteris,,Citigroup Global Markets Inc.,,,Salesforce
10657380,,Kathy McSwain,,,kathy.mcswain@jpmorgan.com,,List Import
9609727,,Michael Fair,,,mfair@morgancreekcap.com,,List import
10992623,Inactive Investor,Joe Murray,,NYLIFE Securities LLC Pampa TX 601 W Kentucky Ave,jmurray05@ft.newyorklife.com,,Salesforce
11134672,Inactive Investor,Garrett Baker,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,garrett.baker@fidelity.com,,Salesforce
111792,,Darren Baggett,,Peridot Focus Limited,darrenbaggett@me.com, +44 7770373734,Organic Search
11128323,Inactive Investor,Lionel Kiki,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",lionel.kiki@bernstein.com,,Salesforce
10606299,,Benjamin Kallo,"Managing Director, Senior Research Analyst",Robert W. Baird & Co. Incorporated,bkallo@rwbaird.com,646-557-2324,List Import
10973649,Inactive Investor,Michael Koman,,"Allstate Financial Services, LLC Mason OH 1065 Reading Rd",michaelkoman@allstate.com,,Salesforce
61074,,Edward Dove,President And Chief Compliance Officer,Esd Advisory Services Inc,edove@esdadvisory.com,301-941-1903,Manual List Upload
11192345,Inactive Investor,Richard Plunkett,Compliance Officer,"Plunkett, Richard J.",,,Salesforce
10830839,Inactive Investor,Carol Smith,Branch Manager;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Incline Village NV 926 Incline Way",carol.smith@wellsfargoadvisors.com,,Salesforce
10881577,Inactive Investor,Nicholas Schmidt,,&Partners Basking Ridge NJ 106 Allen Rd,,,Salesforce
10907874,Inactive Investor,Matthew Guarracino,,Morgan Stanley,,,Salesforce
10814375,Inactive Investor,Darin Thomas,,Morgan Stanley South Jordan UT 680 W 10000 S,darin.thomas@morganstanley.com,,Salesforce
11001152,Inactive Investor,Shender Mercier,,PFS Investments Inc. Hollywood FL 9050 Pines Blvd,shender.mercier@primerica.com,,Salesforce
11127199,Inactive Investor,Kelly Palmer,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mitchell KY 300 Buttermilk Pike",kelly.s.palmer@ml.com,,Salesforce
11205102,Inactive Investor,Allan Lew,,Cetera Financial Specialists LLC La Place LA 330 Belle Terre Blvd,,,Salesforce
11091700,Inactive Investor,Kayla Schmidlin,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kayla.schmidlin@jpmorgan.com,,Salesforce
9550672,,Chris Shelton,,,cshelton@mlp.com,,List import
11128968,Inactive Investor,Noah Oxley,Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,noah.oxley@jpmorgan.com,,Salesforce
10767113,Inactive Investor,John Perras,Financial Professional,"MML Investors Services, LLC Grand Rapids MI 3333 Deposit Dr NE",jperras@financialguide.com,,Salesforce
9542855,,Ryan Kondo,,,ryankondo10@gmail.com,,List import
11136336,Inactive Investor,Kevin Suen,,Fidelity Brokerage Services LLC Hermosa Beach CA 2447 Pacific Coast Hwy,,,Salesforce
11000004,Inactive Investor,Jerremy Anderson,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,jerremy.anderson@primerica.com,,Salesforce
10824153,Inactive Investor,Sherry Gira,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 700 Tower Dr",sherry.n.gira@ampf.com,,Salesforce
11198236,Inactive Investor,Arturo Montemayor,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",arturo.montemayor@ml.com,,Salesforce
10781614,Inactive Investor,James Mellette,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",james_melletteiii@ml.com,,Salesforce
10606630,,Amelia Weir,"Director, Portfolio Manager, Senior Vice President","Paradigm Capital Management, Inc.",aw@clking.com,212-364-1831,List Import
10991687,Inactive Investor,Seth Borgert,,J.P. Morgan Securities LLC Chapel Hill NC 133 W Franklin St,seth.borgert@jpmorgan.com,,Salesforce
10799579,Inactive Investor,John Princiotto,Senior Vice President;Wealth Advisor,Morgan Stanley Elmira NY 100 W Church St,john.princiotto@morganstanley.com,,Salesforce
10789953,Inactive Investor,Gregory Lathrop,President;Regulatory Contact,Lathrop Investment Management Corp,greg@limc.com,,Salesforce
223476,,Qingting Zheng,Reporter,21st Century Business Herald,qtzheng@qq.com,,
10901769,Inactive Investor,Mark Quinn,Chief Compliance Officer;Managing Member,"Greenfield Financial Services, LLC",,,Salesforce
218587,,Zachary Crowley,,United States,zc653030@gmail.com,,
11051458,Inactive Investor,Eric Brann,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Cockeysville MD 303 International Cir,eric.brann@morganstanley.com,,Salesforce
11030765,Inactive Investor,Christopher Smith,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3600 Minnesota Dr",christopher.smith@ampf.com,,Salesforce
10766254,Inactive Investor,Patrick O'Rourke,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",patrick.orourke@wellsfargoadvisors.com,,Salesforce
223098,,Gregg Clark,,[Unknown],greggclark47@gmail.com,,
11014867,Inactive Investor,Arwood Finley,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,alfinley@ft.newyorklife.com,,Salesforce
10910614,Inactive Investor,Omar Hamid,,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",omar.hamid@schwab.com,,Salesforce
10762417,Inactive Investor,Brian O'Connor,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",brian_oconnor@ml.com,,Salesforce
9600349,,Bradley Stephenson,,,brad@stephensonfinancial.com,,List import
9598227,,Brian Shillinglaw,,,bshillinglaw@newforests-us.com,,List import
11182783,Inactive Investor,Dean Johnson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",dean.johnson@rbc.com,,Salesforce
10850442,Inactive Investor,Thomas Cook,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Honolulu HI 1099 Alakea St",cookt@stifel.com,,Salesforce
11202341,Inactive Investor,Jeffrey Waranch,,UBS Financial Services Inc. Cockeysville MD 307 International Cir,jeffrey.waranch@ubs.com,,Salesforce
10801705,Inactive Investor,Howard Atkinson,,"Cambridge Investment Research, Inc. Henrico VA 3761 Westerre Pkwy",lynwoodatkinson@cambridgesecure.com,,Salesforce
10604453,,Claudio Calado,Managing Partner,C2 Capital,c2info@ccapital2.com,332-222-8864,List Import
219986,,Viet Vu,,Vietnam,vuhuyviet@gmail.com,,
9560306,,Javid Jaraiedi,,,javidjaraiedi@financialguide.com,,List import
10833424,Inactive Investor,Jenifer Gunn,,"Wells Fargo Clearing Services, LLC Spokane WA 41 W Riverside Ave",jenifer.gunn@wellsfargoadvisors.com,,Salesforce
10962505,Inactive Investor,Alan Vermette,,PFS Investments Inc. Riverhead NY 40 Peconic Ave,alan.vermette@primerica.com,,Salesforce
1004163,Inactive Investor,Carlos Reyes,,Carlos Reyes,carlosreyes89@gmail.com,,3rd Party Lead Gen
10895142,Inactive Investor,Antonio Gonzales,,Citigroup Global Markets Inc.,,,Salesforce
10855367,Inactive Investor,Justin Myers,,Cetera Investment Services LLC Dublin OH 545 Metro Pl S,justin.myers@ceterainvestors.com,,Salesforce
10827572,Inactive Investor,Caroline Schmidt,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",caroline.chaps@ml.com,,Salesforce
10731353,,Abir Bai,,,abirbai196@gmail.com,,Web Form Fillout
11063627,Inactive Investor,Craig Stapleton-Corcoran,Chief Compliance Officer;Owner;President,"Stapleton Asset Management, LLC Franklin TN 1441 New Highway 96 W",craig@stapletonam.com,,Salesforce
9595184,,Alexandra Altinger,,,aaltinger@johcm.co.uk,,List import
9608392,,Vladimir Shmidt,,,gammaa.vs@gmail.com,,List import
9646818,,Mei Yan,,,creatingyourdreamlife@gmail.com,,List import
10807265,Inactive Investor,Mary Ervin,Financial Advisor,Morgan Stanley Winchester VA 519 W Jubal Early Dr,mary.ervin@morganstanley.com,,Salesforce
11131178,Inactive Investor,Thanh Cao,,"Transamerica Financial Advisors, Inc Plano TX 1255 W 15th St",thanh.cao@tfaconnect.com,,Salesforce
11172445,Inactive Investor,Rachelle Hassan,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Royal Oak MI 418 N Main St",rachelle.sneddon@tiaa.org,,Salesforce
11011507,Inactive Investor,Jabez Dewey,,"Stonecrest Capital Markets, Inc.",,,Salesforce
11207204,Inactive Investor,Richard Hayward,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Eugene OR 975 Oak St",web.hayward@rbc.com,,Salesforce
11020173,Inactive Investor,Samuel Aguilar,,"Raymond James Financial Services, Inc. Sebring FL 917 Mall Ring Rd",samuel.aguilar@raymondjames.com,,Salesforce
10816026,Inactive Investor,Jon Greer,Chief Compliance Officer;Member;Principal,GSG Advisors LLC,jgreer@gsgadvisors.com,,Salesforce
187423,,James Pupillo,"Board Member, Minority Owner","Intelligence Driven Advisers, LLC",james.pupillo@idawealth.com,480-998-2995,
9612597,,Karen Scott,,,karen@coecapital.com,,List import
11135951,Inactive Investor,Robert Matacchiero,,Cetera Advisors LLC Largo FL 13964 106th Ave,rmatacchiero@ceteraadvisors.com,,Salesforce
11233800,Inactive Investor,Eli Wheeler,Financial Planner,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",,,Salesforce
11141489,Inactive Investor,Jeffrey Sturm,,"CFD Investments, Inc. Dandridge TN Private Residence",jeffrey.sturm@cfdinvestments.com,,Salesforce
217548,,Ken Odeluga,,CF Benchmarks,ken@cfbenchmarks.com,,
10953673,Inactive Investor,Madeline Knisley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11033648,Inactive Investor,Shane Vetch,Financial Representative,MWA Financial Services Inc. Freeman SD 1008 E Industrial St,shane.v.vetch@mwarep.org,,Salesforce
10617787,,Brian Magnan,,,brian.magnan@wellsfargoadvisors.com,,List Import
11164014,Inactive Investor,Alison Scherr,Branch Manager,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",alison.scherr@rbc.com,,Salesforce
11062207,Inactive Investor,Amanda Briggs,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",amanda_briggs@ml.com,,Salesforce
11176985,Inactive Investor,John Shanley,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10967952,Inactive Investor,Hayley Marcus,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10487056,,Elizabeth Schaab,Executive Director,J.P. Morgan Securities LLC,elizabeth.m.schaab@jpmorgan.com,,List Import
9624268,,Danis Maltiv,,,digormamkhegov1@gmail.com,,List import
11000117,Inactive Investor,Patrick Morehead,Advisor;Director - Alternative Investments,Quiver Financial Holdings LLC La Mirada CA Private Residence,patrick@quiverfinancial.com,,Salesforce
10886845,Inactive Investor,John Manzella,Investment Advisor Representative,"Osaic Institutions, Inc. Oxford MI 60 S Washington St",john.manzella@osaicinstitutions.com,,Salesforce
9551975,,Yukari Taguchi,,,ytaguchi@scfinc.com,,List import
11236637,Inactive Investor,Curtis Cluster,Financial Consultant,Fisher Investments,,,Salesforce
11042825,Inactive Investor,Michael Stoynov,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Investment Officer;Investment Manager,Meta Investment Management Company LLC New York NY 303 W 111th St,michael@mimcoglobal.com,,Salesforce
10778172,Inactive Investor,Brett Heimann,,Fidelity Brokerage Services LLC,brett.heimann@fidelity.com,,Salesforce
10967265,Inactive Investor,George Mauricio,,"Farmers Financial Solutions, LLC Turlock CA 825 W Hawkeye Ave",gmauricio@farmersagent.com,,Salesforce
9622603,,Drew Johnson,,,djohnson@sterlingmutuals.com,,List import
10996146,Inactive Investor,Mitchell Berrang,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10866329,Inactive Investor,Mikeal Hodges,,"FBL Marketing Services, LLC Manhattan KS 1927 Fort Riley Ln",mikeal.hodges@fblfinancial.com,,Salesforce
9546195,,Steve Spivey,,,ic1integrity@gmail.com,,List import
9645264,,Varun Rungta,,,varunrungta20@gmail.com,,List import
9551957,,DeMar Pitman,,,dpitman@discriminology.com,,List import
10914791,Inactive Investor,Rami Attieh,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,rami.attieh.mbys@statefarm.com,,Salesforce
242536,,Lora De Felice,Finance and Strategy Advisor,[Unknown],defelilo@gmail.com,07771 825 013,Database Upload
10921517,Inactive Investor,James Rose,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10808975,Inactive Investor,Traci Murray,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Salem OR 1174 Cornucopia St NW",,,Salesforce
9621553,,Lucy Destefano,,,lucy.destefano@soros.com,,List import
10814239,Inactive Investor,Alexander Salak,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",alexander_salak@ml.com,,Salesforce
10817104,Inactive Investor,Paul Quigley,,Fidelity Brokerage Services LLC,paul.quigley@fidelity.com,,Salesforce
248405,,Tara Yee,General manager,Raya Rekajaya Sdn Bhd,rayarekajaya@gmail.com,,Manual List Upload
11029837,Inactive Investor,James Wood,,LPL Financial LLC Oklahoma City OK 4801 Gaillardia Pkwy,james.wood@lpl.com,,Salesforce
11195147,Inactive Investor,David Karp,Chief Compliance Officer;Founder;Owner,Karp & Associates,,,Salesforce
10828924,Inactive Investor,Ronald Benzel,,Vorpahl Wing Securities Inc.,,,Salesforce
10871409,Inactive Investor,Randall Scott,,Cetera Investment Services LLC Knoxville TN 2901 Essary Dr,,,Salesforce
11137721,Inactive Investor,Dwi Julyati,,"Transamerica Financial Advisors, Inc Bellevue WA 40 Lake Bellevue Dr",dwi.julyati@tfaconnect.com,,Salesforce
11139189,Inactive Investor,Brandon Sickmiller,Risk Management Specialist,"Osaic FA, Inc.",brandon.sickmiller@lfg.com,,Salesforce
10647621,,Tiffany Gilmore,,,tiffany.gilmore@wellsfargo.com,,List Import
9639401,,Robert Shaw,,,robert.shaw@ci.everett.ma.us,,List import
10802425,Inactive Investor,Sanjay Menon,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Boynton Beach FL 200 N Congress Ave",,,Salesforce
11014154,Inactive Investor,Quincy Landreth,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10903150,Inactive Investor,Brian Bedord,Financial Advisor,NWF Advisory Services Inc Orange CA 1420 E Chapman Ave,,,Salesforce
11148998,Inactive Investor,Christopher Wohlfert,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",christopher.wohlfert@hantzgroup.com,,Salesforce
9614838,,Gil Feldboy,,,feldboy@gmail.com,,List import
10870978,Inactive Investor,Christine Corbo,,NYLIFE Securities LLC,ccorbo@ft.newyorklife.com,,Salesforce
9602161,,Michael Cogswell -,,,michael.damianc@gmail.com,,List import
10999050,Inactive Investor,Carmina San Jose,,"Allstate Financial Services, LLC Los Angeles CA 628 N Vermont Ave",carminasanjose@allstate.com,,Salesforce
9579800,,Andrew Farkas,,,afarkas@c3cp.com,,List import
9576938,,Barry Rich,,,richbr@bigpond.com,,List import
11297367,,yana shnayder,,,shnayderyana1988@gmail.com,2245668182,Web Form Fillout
9647230,,Brian Keogh,,,brian.keogh@gemini.com,,List import
10783153,Inactive Investor,Shu-Fuan Chung-Nguyen,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,shu-fuan.chung-nguyen@fmr.com,,Salesforce
10787383,Inactive Investor,Kathleen Steele,Financial Consultant;Financial Planner;Portfolio Manager,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",kathleen.steele@equitable.com,,Salesforce
9631869,,Marco Verde,,,marcoverde@email.com,,List import
9611092,,William Traylor,,,wt8193@gmail.com,,List import
221494,,Videsh Patel,,[Unknown],videshp@hotmail.com,,
9586670,,David Erlandson,,,dave@erlandsonwealth.com,,List import
11083557,Inactive Investor,David Wilson,,NYLIFE Securities LLC Oneonta AL 28380 State Hwy 75,drwilson@ft.newyorklife.com,,Salesforce
10613798,,Karen Hubbard,Senior Financial Advisor,,karen.hubbard@wfafinet.com,,List Import
9623538,,clarence wilkerson,,,clarencewilkerson550@yahoo.com,,List import
9608893,,Joe Carson,,,joecarson2500@gmail.com,,List import
11135723,Inactive Investor,Mason Hays,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10921343,Inactive Investor,Christopher Held,,Park Avenue Securities LLC Allentown PA 5100 W Tilghman St,christopher_held@glic.com,,Salesforce
9628503,,Godfrey Semanda,,,bitgod4673@hotmail.com,,List import
10762529,Inactive Investor,Jena-Grace Kole,Market Technology Specialist,UBS Financial Services Inc. New York NY 299 Park Ave,jena-grace.kole@ubs.com,,Salesforce
11187001,Inactive Investor,Aris Cuka,,J.P. Morgan Securities LLC New York NY 530 5th Ave,aris.cuka@jpmorgan.com,,Salesforce
9562841,,eric salet,,,ericsalet@gmail.com,,List import
10985697,Inactive Investor,Sona Mnatsakanyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,smnatsakanya@ft.newyorklife.com,,Salesforce
9576242,,chris lombardi,,,chris@topearnersinfo.com,,List import
142647,,edward dominguez,,self,edward.d.dominguez@gmail.com,973-495-2013,
107611,,robert sanfillipo,,STS,rsanfillipottt@yahoo.com,6144961889,Organic Search
11089937,Inactive Investor,Paul Casazza,Partner;Wealth Manager,Creative Planning Oak Brook IL 1515 W 22nd St,paul.casazza@creativeplanning.com,,Salesforce
11016420,Inactive Investor,Kari Flores,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 4030 Wake Forest Rd",kari.l.nelson@ampf.com,,Salesforce
1001143,Inactive Investor,Toufic Salman,,InvestBridge,tsalman@ib-cap.com,,3rd Party Lead Gen
11087956,Inactive Investor,Christopher Sinclair,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",christopher_sinclair@ml.com,,Salesforce
11103950,Inactive Investor,Andrew Vonehrenkrook,,LPL Financial LLC Austin TX 4718 Duval St,andrew.vonehrenkrook@lpl.com,,Salesforce
10910531,Inactive Investor,Ygal Cohen,Chief Executive Officer;Portfolio Manager;President,ASG Capital,ycohen@asg-capital.com,,Salesforce
11094138,Inactive Investor,Bradley Welter,Financial Consultant,Thrivent Investment Management Inc. Portland OR 9397 SW Locust St,bradley.welter@thrivent.com,,Salesforce
10892426,Inactive Investor,Rachel Conrad,,J.P. Morgan Securities LLC Rocky Point NY 346 Rte 25A,rachel.conrad@jpmorgan.com,,Salesforce
10821891,Inactive Investor,James Miller,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",jmiller52@ml.com,,Salesforce
10778070,Inactive Investor,Jeffrey Christopher,Private Wealth Advisor,"Ameriprise Financial Services, LLC Stuart FL 301 SW Albany Ave",jeffrey.r.christopher@ampf.com,,Salesforce
22163,,David Pickering,Portfolio Manager,Pentwater Capital Management LP,dpickering@pwcm.com,1-312-589-6424,Database Upload
10973977,Inactive Investor,Ian Weiner,President,"Exos Wealth Strategies, LLC",ian@exosws.com,,Salesforce
9639949,,Lee Gladden,,,lee@witherspoonam.com,,List import
11024192,Inactive Investor,Kristen Core,,State Farm VP Management Corp. Vacherie LA 22150 Hwy 20,,,Salesforce
10946185,Inactive Investor,Farrah Wright Naugher,,"Allstate Financial Services, LLC Cartersville GA 803 N Tennessee St",farrahwright-naugher@allstate.com,,Salesforce
11040220,Inactive Investor,Jordan Soclof,Wealth Management Associate Advisor,Farther Woodmere NY Private Residence,jordan.soclof@fartherfinance.com,,Salesforce
11065796,Inactive Investor,Mary Wesche,Financial Advisor,"Forum Financial Management, LP",mpwesche@forumfinancial.com,,Salesforce
11003552,Inactive Investor,Isaac Hutchison,Financial Advisor,PlanMember Securities Corporation Harrisonburg VA 2 S Main St,,,Salesforce
11206756,Inactive Investor,Christina Bennett,Registered Assistant,LPL Financial LLC Tustin CA 1422 Edinger Ave,christina.pangburn@lpl.com,,Salesforce
11140762,Inactive Investor,Ronald Kidder,,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,rkidder@primerica.com,,Salesforce
11001072,Inactive Investor,Heather Cortez,,LPL Financial LLC McHenry IL 1308 N Richmond Rd,heather.cortez@lpl.com,,Salesforce
11103175,Inactive Investor,Wesley Robertson,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,wesley.robertson@primerica.com,,Salesforce
11193020,Inactive Investor,Raymond Wernig,Partner;Wealth Advisor,Corient San Diego CA 12265 El Camino Real,mark.wernig@corient.com,,Salesforce
11066298,Inactive Investor,Chad Hennessy,,"Cambridge Investment Research, Inc. Monrovia CA 305 E Foothill Blvd",,,Salesforce
11021256,Inactive Investor,Robert Schmidt,,"Osaic Wealth, Inc. Castile NY Private Residence",,,Salesforce
10753123,Inactive Investor,Lacey Diekmann,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",lacey.diekmann@ml.com,,Salesforce
9579147,,Michael Patnode,,,mpatnode@yahoo.com,,List import
10883889,Inactive Investor,Stephen Moser,,"Cambridge Investment Research, Inc. Brentwood TN 112 Westwood Pl",,,Salesforce
10754645,Inactive Investor,George Doran,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",george.doran@nm.com,,Salesforce
11048165,Inactive Investor,John Gaspa,Financial Advisor,Key Investment Services LLC Whitesboro NY 131 Oriskany Blvd,john_gaspa@kisinvestments.com,,Salesforce
373169,,Brian Taggart,,[Unknown],btaggart88@hotmail.com,,source
10761753,Inactive Investor,Andrea Horowitz,Financial Consultant,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",andrea.horowitz@wellsfargoadvisors.com,,Salesforce
10637002,,Riley Smith,,,rileysmith71@gmail.com,,Web Form Fillout
10949185,Inactive Investor,Todd Shand,,"TradeWinds, LLC",,,Salesforce
11172340,Inactive Investor,Alison Silva,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
10977924,Inactive Investor,Elida Zeneli,,J.P. Morgan Securities LLC Fort Gratiot MI 4512 24th Ave,elida.zeneli@chase.com,,Salesforce
11036112,Inactive Investor,Shannon Krause,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 833 E Michigan St",shannon.krause@nm.com,,Salesforce
349855,,Keith Trent,Financial Consultant,Bentoak Capital,keith.trent@lpl.com,817-550-6750,Manual List Upload
10865601,Inactive Investor,Peter Torres,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",peter.torres@rbc.com,,Salesforce
9570066,,Mark Thiel,,,thielen@gmx.com,,List import
11004526,Inactive Investor,Edward Dinucci,,Vanguard Marketing Corporation,edward_dinucci@vanguard.com,,Salesforce
10962777,Inactive Investor,Michael Collins,,"Bankers Life Securities, Inc. Duluth GA 3805 Crestwood Pkwy NW",michael.collins2@bankerslife.com,,Salesforce
10898777,Inactive Investor,Robert Conzo,Chief Executive Officer;Managing Director,"The Wealth Alliance, LLC",rconzo@thewealthalliance.com,,Salesforce
11084455,Inactive Investor,Dana Zarnich,Chief Compliance Officer,"D.B. Root & Company, LLC",dzarnich@dbroot.com,,Salesforce
10944492,Inactive Investor,James Kirk,Chief Compliance Officer;Owner;President,Rocky Mountain Financial Solutions Inc.,,,Salesforce
11100462,Inactive Investor,John Beirne,Chief Investment Officer;Founding Partner;Managing Director,Beirne,jbeirne@beirnewealth.com,,Salesforce
10867211,Inactive Investor,Elyssa Kozak,Private Banker;Vice President,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,elyssa.kozak@jpmorgan.com,,Salesforce
11101802,Inactive Investor,Robert Alba,,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",robert.alba@wellsfargo.com,,Salesforce
9572688,,Christian Brown,,,cmb@cooksonpeirce.com,,List import
10951445,Inactive Investor,Henry Graef,,MWA Financial Services Inc. Excelsior MN 5755 Grant Lorenz Rd,henry.a.graef@mwarep.org,,Salesforce
10904975,Inactive Investor,Prem Bagchee,,NYLIFE Securities LLC New York NY 285 Fulton St,prbagchee@ft.newyorklife.com,,Salesforce
9559812,,Michael Pisacane,,,mpisacane@royalaa.com,,List import
11231152,Inactive Investor,Alesya Calin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11123485,Inactive Investor,Thomas King,First Vice President - Wealth Management;Investment Management Consultant,"Raymond James & Associates, Inc.",tj.king@raymondjames.com,,Salesforce
9647877,,Jack Neves,,,jack@fullertonadvisors.com,,List import
10834753,Inactive Investor,Cynthia Hewitt,,Snowden Account Services LLC,chewitt@snowdenlane.com,,Salesforce
11105120,Inactive Investor,Evin Lynch,Financial Advisor,Edward Jones Deland FL 121 Victoria Commons Blvd,evin.lynch@edwardjones.com,,Salesforce
9612537,,Brandon Metzler,,,bmetzler@harrisonst.com,,List import
10979408,Inactive Investor,Joseph Perez,,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,,,Salesforce
11228500,Inactive Investor,Michael Niblett,,J.P. Morgan Securities LLC Saint Louis MO 1 Brentwood Promenade Ct,michael.niblett@chase.com,,Salesforce
11103847,Inactive Investor,Jonathan Moffat,Chief Executive Officer;Founder;President;Principal,Aligned Advisors,jmoffat@alignedadvisors.com,,Salesforce
10890578,Inactive Investor,Jennifer Brown,Investment Advisor Representative;Vice President,Key Concerns Inc,jbrown@keyconcerns.com,,Salesforce
11194452,Inactive Investor,Thomas Hilbert,,State Farm VP Management Corp. Seneca KS 506 Main St,,,Salesforce
10888779,Inactive Investor,Shakil Bejori,,UBS Financial Services Inc.,,,Salesforce
10994990,Inactive Investor,Bradley Hurston,,"Krusen Capital Management, LLC",bradley.hurston@krusencapital.com,,Salesforce
10616977,,Kevin Newman,,,kevinnewman@afpadvisor.com,,List Import
9613133,,Ryan Issakainen,,,rissakainen@ftadvisors.com,,List import
10965839,Inactive Investor,Donald Rispinto,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,donald.rispinto@jpmorgan.com,,Salesforce
10943760,Inactive Investor,Timothy Fast,,LPL Financial LLC Inman KS Private Residence,timothy.fast@lpl.com,,Salesforce
11175053,Inactive Investor,Rosa Rosales,,"Avantax Investment Services, Inc.",,,Salesforce
11050539,Inactive Investor,Marc Nascimento,,State Farm VP Management Corp. Cedar Park TX 1001 Cypress Creek Rd,,,Salesforce
9593058,,Vincent Scheder,,,vincent.scheder@gmail.com,,List import
10988893,Inactive Investor,Alastair Proud,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,alastair.proud@jpmorgan.com,,Salesforce
10972421,Inactive Investor,Gregory Mays,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,gregory.mays@primerica.com,,Salesforce
11104469,Inactive Investor,Christian Kirk,,"Northwestern Mutual Investment Services, LLC Springfield MO 909 E Republic Rd",christian.kirk@nm.com,,Salesforce
9564185,,Tiffany -,,,tomjuneau3814@gmail.com,,List import
10762651,Inactive Investor,Alex Ingardona,Chief Operating Officer;Owner;President,"Feldman, Ingardona & Co",aingardona@feldmaningardona.com,,Salesforce
322057,,Karen Cameron,,"Northern Trust Securities, Inc.",cameron.karen@ntrs.com,,
10969659,Inactive Investor,Jose Bejines,Wealth Relationship Manager,Citigroup Global Markets Inc. Danville CA 3400 Camino Tassajara,luis.bejines@citi.com,,Salesforce
11147819,Inactive Investor,John Komenkul,Regional Vice President,PFS Investments Inc. Los Angeles CA 145 S Fairfax Ave,john.komenkul@primerica.com,,Salesforce
347738,,Raymond Gadbois,President,Index Financial Advisors Llc,rgadbois@indexfinancialadvisors.wordpress.com,510-891-1574,Manual List Upload
10930002,Inactive Investor,Nicole St Jean,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",,,Salesforce
11169997,Inactive Investor,Danielle Scodellaro,,LPL Financial LLC Madison WI 5910 Mineral Point Rd,danielle.scodellaro@lpl.com,,Salesforce
10796257,Inactive Investor,Kevin Plotkin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",kevin_plotkin@ml.com,,Salesforce
9565399,,Jon Duval,,,jduval@duvalinvestments.com,,List import
10940567,Inactive Investor,Sydney Vaughn,,J.P. Morgan Securities LLC,sydney.vaughn@jpmorgan.com,,Salesforce
10969235,Inactive Investor,Ross Anderson,Wealth Advisor,"Channel Wealth, LLC Rancho Santa Margarita CA 23142 Arroyo Vis",ross@channelwealth.com,,Salesforce
10861526,Inactive Investor,Jason King,,MMC Securities LLC Los Angeles CA 777 S Figueroa St,jason.king@mmc.com,,Salesforce
7139912,,Ross Griffiths,,RGSI,rossgriffiths457@hotmail.co.uk, +447848863968,Web form fillout
49429,,Richard Sabo,,"J. W. Cole Advisors, Inc.",rick.sabo@jwcemail.com,,
10867015,Inactive Investor,Barbara Bohaboj,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10834434,Inactive Investor,Nicholas Debiase,Receptionist,UBS Financial Services Inc. Red Bank NJ 140 Broad St,nicholas.debiase@ubs.com,,Salesforce
10980417,Inactive Investor,William Gales,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_gales@vanguard.com,,Salesforce
9635128,,Robin Sines,,,robin.sines@fortigent.com,,List import
11151137,Inactive Investor,Jordan Mckay,,J.P. Morgan Securities LLC Fayetteville AR 608 W Dickson St,jordan.mckay@jpmorgan.com,,Salesforce
9615638,,Gary Thomas,,,the9thgear@gmail.com,,List import
10646288,,Patrick Janssen,,,patrick.janssen@lpl.com,,List Import
11159652,Inactive Investor,Scott Cooper,Financial Advisor,Edward Jones Tuscumbia AL 308 N Main St,scott.cooper@edwardjones.com,,Salesforce
9583432,,Robert Borowczak,,,rrb@ntrs.com,,List import
11234781,Inactive Investor,Peter Tomasch,Senior Director - Wealth Management,"Choreo, LLC Vienna VA 1850 Towers Crescent Plz",peter.tomasch@choreoadvisors.com,,Salesforce
10871246,Inactive Investor,Megan Rinaudo,Senior Financial Advisor,Commonwealth Financial Network Pittsford NY 1478 Marsh Rd,,,Salesforce
11028384,Inactive Investor,Seanpatrick Carrasco,,J.P. Morgan Securities LLC Miami FL 19495 Biscayne Blvd,seanpatrick.carrasco@jpmorgan.com,,Salesforce
9615725,,Bruce Richards,,,bruce@petrock.co.za,,List import
10647644,,Michael Jacobs,,,michael.jacobs1@wellsfargo.com,,List Import
11230629,Inactive Investor,Henry Purple,Financial Advisor,"Pruco Securities, LLC. Dover NH 6 Dover Point Rd",henry.purple@prudential.com,,Salesforce
10890458,Inactive Investor,Nathan Cropp,Financial Advisor,Edward Jones Indianapolis IN 7509 Westfield Blvd,nate.cropp@edwardjones.com,,Salesforce
9627240,,Julian Sevillano,,,julian_sevillano@mckinsey.com,,List import
10865054,Inactive Investor,Kamal Wadhwa,Financial Advisor,"Ameriprise Financial Services, LLC New Orleans LA 650 Poydras St",kamal.k.wadhwa@ampf.com,,Salesforce
10809748,Inactive Investor,James Marshall,Owner;President,"Marshall Wealth Management, LLC",jim@marshallpc.com,,Salesforce
6889491,,wer sa,,,vemojop548@youke1.com,,Web form fillout
10848706,Inactive Investor,Richard Blosser,Chief Compliance Officer;Founder;Managing Partner,"Pathfinder Wealth Advisors, LLC",,,Salesforce
11231193,Inactive Investor,Michael Martinez,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.martinez@lpl.com,,Salesforce
11161661,Inactive Investor,Justin Law,Financial Representative,Park Avenue Securities LLC Mobile AL 1110 Montlimar Dr,justin_law@glic.com,,Salesforce
349088,,Jared Hade,Chief Financial Officer,Balyasny Asset Management L.p.,jhade@bamfunds.com,312-499-2999,Manual List Upload
10832434,Inactive Investor,Glennel Jordan,Financial Planner,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
11026096,Inactive Investor,Sara Bear,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",sara.walter@transamerica.com,,Salesforce
11199975,Inactive Investor,Christian Franco,Financial Advisor,"Wells Fargo Clearing Services, LLC Fayetteville NC 4140 Ferncreek Dr",christian.franco@morganstanley.com,,Salesforce
9602366,,Joel Ravitz,,,jravitz@quincycass.com,,List import
11173465,Inactive Investor,Isaac Samsa,Financial Advisor,LPL Financial LLC Lake Oswego OR 5200 Meadows Rd,isaac.samsa@lpl.com,,Salesforce
337995,,John Webber,"Director, Research","Endurance Wealth Management, Inc.",jwebber@endurancewealth.com,401-854-0993,Manual List Upload
11231340,Inactive Investor,Priscilla Meadow,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10767699,Inactive Investor,Hance McKenzie,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",hance.mckenzie@raymondjames.com,,Salesforce
11129030,Inactive Investor,Frederick Block,,"Kestra Investment Services, LLC Virginia Beach VA 2309 Mariners Mark Way",,,Salesforce
10997798,Inactive Investor,Lee Johnson,,NYLIFE Securities LLC Chattanooga TN 736 Georgia Ave,lpjohnson@ft.newyorklife.com,,Salesforce
11217658,,Gene Pucci,,,gpucci@rwbaird.com,,List Import
11140027,Inactive Investor,Yuliya Polyvanaya,,PFS Investments Inc. Miami FL 7955 NW 12th St,ypolyvanaya@primerica.com,,Salesforce
10955891,Inactive Investor,Yesenia Reza,,J.P. Morgan Securities LLC Phoenix AZ 701 E Bell Rd,yesenia.reza@jpmorgan.com,,Salesforce
10899729,Inactive Investor,Matthew Carrano,Client Service Associate,Morgan Stanley Fairfield CT 1229 Post Rd,matthew.carrano@morganstanley.com,,Salesforce
349733,,Ogden Phipps,Managing Director,"Snow Phipps Group, Llc",ophipps@snowphipps.com,212-508-3300,Manual List Upload
10830498,Inactive Investor,Donald Noblit,,"Calton & Associates, Inc. North Richland Hills TX 8717 Terrell Dr",dnoblit@calton.com,,Salesforce
11254365,Inactive Investor,Andrew Sullivan,,"U.S. Bancorp Investments, Inc. Iowa City IA 204 E Washington St",,,Salesforce
10718018,,明諺 謝,,,sd668452@gmail.com,,Web Form Fillout
11145522,Inactive Investor,Matthew Pryor,,State Farm VP Management Corp. Oklahoma City OK 2229 NW 138th St,matt.pryor.jpao@statefarm.com,,Salesforce
7755386,,Elizabeth Freed,,,elizabethfreed6@gmail.com,,Web Form Fillout
10860077,Inactive Investor,Daryl Smith,,"Osaic Wealth, Inc. Greenville SC 3445 Pelham Rd",,,Salesforce
10881477,Inactive Investor,Michael Smith,Executive Director,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10761732,Inactive Investor,Steven Bonetto,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",steven.bonetto@ml.com,,Salesforce
10771466,Inactive Investor,Catherine Quinn,,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,catherine.quinn@ubs.com,,Salesforce
234098,, -,,[[Unknown]],israelusa2018@gmail.com,,Organic Search
10881712,Inactive Investor,Daniel Alberth,Financial Advisor;Manager;Member;Wealth Advisor,"Athena Advisor Services, LLC",,,Salesforce
11013875,Inactive Investor,Sinae Kim,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
11127057,Inactive Investor,Amy Horsley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 3101 University Ave",amy.horsley@ml.com,,Salesforce
9557326,,Geoffrey Jacobs,,,geoff@effincomputers.com,,List import
10911844,Inactive Investor,Dustin Landau,Senior Investment Manager,Creative Planning,dustin.landau@creativeplanning.com,,Salesforce
10864050,Inactive Investor,William Wright,Financial Advisor,"Ameriprise Financial Services, LLC Pensacola FL 125 W Romana St",william.b.wright@ampf.com,,Salesforce
11178183,Inactive Investor,Idriess Ifeishat,Premier Banker,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",idriess.ifeishat@wellsfargo.com,,Salesforce
91980,,Evan Silverstein,"Financial Planner, Investment Advisor Representative","MML Investors Services, LLC",esilverstein@massmutual.com,,
246248,,Not Provided,,Law Offices,dawngfriedman@gmail.com,,Manual List Upload
11137487,Inactive Investor,Connor Boynton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,connor.boynton@fidelity.com,,Salesforce
11049880,Inactive Investor,William Hunter,,"Capitol Securities Management, Inc. Forest VA Private Residence",bhunter@capitolsecurities.com,,Salesforce
11013417,Inactive Investor,Josue Guzman Cruz,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11179542,Inactive Investor,George Smith,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Insurance Planning Director;Resident Ma,Morgan Stanley Rutland VT 90 Merchants Row,george.smith@morganstanley.com,,Salesforce
350205,,Bob Dunn,"Managing Director, Head Of Acquisitions",Thompson Street Capital Manager Llc,bdunn@tscp.com,314-727-2112,Manual List Upload
10773223,Inactive Investor,Cynthia Chase,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",cynthia.chase@ml.com,,Salesforce
10977787,Inactive Investor,Nathan Sands,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",nathan.sands@nm.com,,Salesforce
10592127,,Alexander Ivanov,,,aleksandar.ivelinov@gmail.com,,Web Form Fillout
10986328,Inactive Investor,Travis Thompson,Financial Advisor,Fiduciary Financial Advisors,,,Salesforce
10756228,Inactive Investor,Adriano Conrado,Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,adriano.conrado@morganstanley.com,,Salesforce
10899525,Inactive Investor,Jacob Weisberg,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",jacob.weisberg@nm.com,,Salesforce
9556572,,Mohammad Haris,,,moemail1989@gmail.com,,List import
9604896,,Tariq Ibrahim,,,32tariq@gmail.com,,List import
11141070,Inactive Investor,Daniel Cambra,Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Saint George UT 162 N 400 E",,,Salesforce
10613237,,Taylor Hanex,"Senior Financial Advisor, Senior Vice President",,taylor_hanex@ml.com,,List Import
11208625,Inactive Investor,Logan Lowrey,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
11229003,Inactive Investor,Peter Brown,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10773675,Inactive Investor,Brian Wodar,,"Bessemer Investor Services, Inc. Naples FL 3777 Tamiami Trl N",,,Salesforce
10768577,Inactive Investor,Steven Roth,,"Wells Fargo Clearing Services, LLC",steven.roth@wellsfargoadvisors.com,,Salesforce
11070540,Inactive Investor,Darlene Seymour,,J.P. Morgan Securities LLC Orange City FL 2596 Enterprise Rd,deedee.seymour@chase.com,,Salesforce
10938246,Inactive Investor,Joseph Sensi,,"Ameriprise Financial Services, LLC Trenton NJ 2667 Nottingham Way",,,Salesforce
11070714,Inactive Investor,Gary Willcox,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Wayne PA 201 King of Prussia Rd",gary.willcox@tiaa.org,,Salesforce
10818195,Inactive Investor,Yi Shen,,Citigroup Global Markets Inc. Monterey Park CA 201 N Garfield Ave,yi1.shen@citi.com,,Salesforce
1003381,Inactive Investor,Matt Janas,,Proxima Investments,matt@proximainvestments.com,,3rd Party Lead Gen
10808346,Inactive Investor,Katherine Koenen,,"Ameriprise Financial Services, LLC Osseo MN 11671 Fountains Dr",katherine.e.koenen@ampf.com,,Salesforce
11106157,Inactive Investor,Kyung Park,President,Park Wealth Management,,,Salesforce
10828881,Inactive Investor,Kenneth Roberts,,"Sanctuary Securities, Inc. Springfield MO 1650 S Enterprise Ave",kroberts@sanctuarywealth.com,,Salesforce
10762434,Inactive Investor,Travis Hughes,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",travis_hughesjr@ml.com,,Salesforce
10905537,Inactive Investor,Brian Wegrzyn,,"Moloney Securities Co., Inc. Arlington Heights IL 85 W Algonquin Rd",bwegrzyn@moseco.com,,Salesforce
10914355,Inactive Investor,Samuel Yawson,Financial Advisor,"Citizens Securities, Inc. Chicopee MA 672 Memorial Dr",samuel.a.yawson@citizenssecurities.com,,Salesforce
11067768,Inactive Investor,Douglas Rowley,,State Farm VP Management Corp. Citrus Heights CA 5417 San Juan Ave,doug.rowley.p0ti@statefarm.com,,Salesforce
11169174,Inactive Investor,Kevin Franklin,,"Raymond James Financial Services, Inc. Hot Springs National Park AR 2360 Malvern Ave",kevin.franklin@raymondjames.com,,Salesforce
3939,,Arif Joshi,Portfolio Manager,Lazard,arifjoshi@gmail.com,347 255 0001,
10915770,Inactive Investor,Eric Jenson,Investment Advisor Representative,LPL Financial LLC San Clemente CA 1201 Puerta Del Sol,eric.jenson@lpl.com,,Salesforce
11234606,Inactive Investor,Jacob Wiltjer,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
11128651,Inactive Investor,Francis Bitterly,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Red Bank NJ 20 Linden Pl,francis.g.bitterly@morganstanley.com,,Salesforce
11210692,Inactive Investor,Dennis Galvin,Senior Financial Analyst;Vice President,"Black Coral Financial Advisors, LLC",dennis@blackcoralfa.com,,Salesforce
11115107,Inactive Investor,David Vura,,"Osaic Wealth, Inc. Westerville OH 5005 Sunbury Rd",,,Salesforce
10972333,Inactive Investor,Julie Loveland,,Vanguard Marketing Corporation,julie_loveland@vanguard.com,,Salesforce
11211356,Inactive Investor,Leigh Mumford,,"TIAA-CREF Individual & Institutional Services, LLC",lslaton@tiaa-cref.org,,Salesforce
10785185,Inactive Investor,David Bowie,Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,david.bowie@ubs.com,,Salesforce
10841469,Inactive Investor,Chris Ames,Financial Advisor,Edward Jones Houston TX 18338 Kingsland Blvd,chris.ames@edwardjones.com,,Salesforce
338075,,Mark Kripke,,"Lubert-adler Management Company, L.p.",mkripke@lubertadler.com,215-972-2200,Manual List Upload
10877010,Inactive Investor,Kimberly Phillips,,"Equitable Advisors, LLC Onalaska WI 1289 County Road Ph",kimberly.phillips@equitable.com,,Salesforce
10845401,Inactive Investor,Lori Smith,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,,,Salesforce
10612797,,Ellen Fuentes,"Financial Advisor, Franchise Owner",,leog100@hotmail.com,,List Import
10799212,Inactive Investor,Jonathan Fuhrer,Vice President,Morgan Stanley Santa Barbara CA 1332 Anacapa St,jonathan.fuhrer@morganstanley.com,,Salesforce
10799945,Inactive Investor,Cyndee Whitmarsh,Senior Client Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,cyndee.foster@ubs.com,,Salesforce
11001131,Inactive Investor,Angenette Dixon,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,adixon@primerica.com,,Salesforce
107082,,Ali Amer,Seeking Investment Associate Position,The University of British Columbia,alihamyamer@gmail.com,,
10966949,Inactive Investor,Lindsay Vandergriff,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
234663,, -,,[[Unknown]],waqaschaudhary@gmail.com,,Organic Search
10785723,Inactive Investor,Raquel Morales,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,raquel.morales@gs.com,,Salesforce
11123649,Inactive Investor,Alak Patel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",alak.patel@ml.com,,Salesforce
11003216,Inactive Investor,Jennifer Dragon,Chief Operating Officer;Financial Advisor;Regulatory Contact,"Main Street Retirement Planning, LLC",jennifer@mainstreetretirement.com,,Salesforce
11006878,Inactive Investor,Alexander D'Augelli,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 101 N Federal Hwy",alexander.r.daugelli@ampf.com,,Salesforce
11155482,Inactive Investor,Eric Kesselman,,Maxim Group LLC,ekesselman@maximgrp.com,,Salesforce
10788233,Inactive Investor,Robert Longo,,J.P. Morgan Securities LLC New York NY 850 3rd Ave,robert.a.longo@jpmorgan.com,,Salesforce
9593279,,Kevin Yew,,,kyew@hmc.harvard.edu,,List import
9608427,,Flossie -,,,cappucciobronx.fc@gmail.com,,List import
10905613,Inactive Investor,Oats Settle,,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,oats.settle@primerica.com,,Salesforce
11153020,Inactive Investor,Jierong Cheng,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",jierong.cheng@tfaconnect.com,,Salesforce
10956735,Inactive Investor,Brian Ortiz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9545443,,Arturo Unzueta,,,aunzueta@massmutual.com,,List import
9543474,,Christopher Popkey,,,cpopkey@stratoswealthpartners.com,,List import
10846355,Inactive Investor,David Palermo,Private Wealth Advisor,Commonwealth Financial Network Rochester NY 2024 W Henrietta Rd,dpalermo@commonwealth.com,,Salesforce
9583890,,Michael Catalano,,,mike@kruegercatalano.com,,List import
11043147,Inactive Investor,Debora Caceres Vendeuvre,,J.P. Morgan Securities LLC West Palm Beach FL 10160 Northlake Blvd,,,Salesforce
10878816,Inactive Investor,David Bell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bristol TN 500 State St",,,Salesforce
341510,,Lorrie Gordon,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,lorrie.gordon@bbh.com,212-483-1818,Manual List Upload
1005425,Inactive Investor,Mike Yaeger,,Goldman Sachs,mike.yaeger@gs.com,,3rd Party Lead Gen
342648,,Scott Shebelsky,Chief Financial Officer,Lovell Minnick Partners Llc,sshebelsky@lovellminnick.com,610-995-9660,Manual List Upload
11192979,Inactive Investor,Dennis Baumhover,,State Farm VP Management Corp. Dubuque IA 2615 Dodge St,,,Salesforce
10850101,Inactive Investor,Phillip Graiff,Financial Advisor,Edward Jones Houston TX 5629 FM 1960 Rd W,phil.graiff@edwardjones.com,,Salesforce
11055889,Inactive Investor,Rigoberto Chaparro,,State Farm VP Management Corp. Smithfield UT 64 S Main St,,,Salesforce
11032419,Inactive Investor,Sarah Russon,,"Empower Financial Services, Inc Fruitland Park FL Private Residence",sarah.russon@empower.com,,Salesforce
11036519,Inactive Investor,Christopher James,,"FBL Marketing Services, LLC Johnston IA 5408 NW 88th St",christopher.james@fblfinancial.com,,Salesforce
74915,,Laurie Peer,"President (09, 2018), Chief Compliance Officer (10, 2021)",Rkl Wealth Management Llc,lpeer@rklcpa.com,717-399-1700,Manual List Upload
11168080,Inactive Investor,Ramez Raheb,Relationship Manager,Morgan Stanley Irvine CA 1901 Main St,,,Salesforce
9568511,,Guilherme Gonçalves,,,guiro7-live@hotmail.com,,List import
10812416,Inactive Investor,Kevin Thompson,Financial Advisor,Edward Jones Calabash NC 10164 Beach Dr SW,kevin.a.thompson@edwardjones.com,,Salesforce
10860056,Inactive Investor,Jeanette Chung,Financial Advisor,"Ameriprise Financial Services, LLC West Orange NJ 300 Executive Dr",jeanette.chung@ampf.com,,Salesforce
11023057,Inactive Investor,Michael Martinez,,Sigma Financial Corporation Houston TX 2600 N Loop W,mmartinez@sigmarep.com,,Salesforce
9641489,,James Mallernee,,,james.mallernee@gmail.com,,List import
9555087,,Robert Y,,,rarchambault@sothebysrealty.ca,,
10872784,Inactive Investor,Brian Yorty,,J.P. Morgan Securities LLC Santa Barbara CA 1165 Coast Village Rd,brian.yorty@jpmorgan.com,,Salesforce
9640397,,Gregory Fulmer,,,gfulmer@albright.edu,,List import
11081856,Inactive Investor,Dennis Marrs,,Sigma Financial Corporation East Lansing MI Private Residence,,,Salesforce
10888468,Inactive Investor,Jeffrey Rohde,,"Allstate Financial Services, LLC Salem OR 3050 Lancaster Dr NE",jeffrohde@allstate.com,,Salesforce
11163036,Inactive Investor,Michael Crawford,National Sales Director,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,michael.crawford@primerica.com,,Salesforce
11083728,Inactive Investor,Nathan Fiser,,Cetera Advisors LLC Lenexa KS 8760 Monrovia St,nathan.fiser@ceteraadvisors.com,,Salesforce
11173088,Inactive Investor,Asher Stoller,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11000339,Inactive Investor,Dillon Smith,Financial Professional,"MML Investors Services, LLC Foley AL 112 W Section Ave",,,Salesforce
10984988,Inactive Investor,Rajpreet Sangha,Principal Broker,"Principal Securities, Inc. Tracy CA Private Residence",sangha.raj@principal.com,,Salesforce
11045618,Inactive Investor,Robert Schuler,Financial Advisor,"Pruco Securities, LLC. Birmingham AL 2700 Corporate Dr",emailaddressbob.schuler@prudential.com,,Salesforce
11072299,Inactive Investor,Charles Shalmi,Executive Director - Investments;Financial Advisor;Senior Financial Associate,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,charles.shalmi@opco.com,,Salesforce
10785820,Inactive Investor,William Hehman,Chief Executive Officer;Officer;Principal,Austin Asset,,,Salesforce
10606688,,Rachel Coronel,"Senior Relationship Manager, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",rcoronel@sentinelinvestments.com,516-877-8200,List Import
11048641,Inactive Investor,Jeffrey Feldhusen,Senior Regional Leader,PFS Investments Inc. Brookfield WI 330 S Executive Dr,jeffrey.feldhusen@primerica.com,,Salesforce
10836162,Inactive Investor,Christina Collins,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",christina.collins@nm.com,,Salesforce
11028553,Inactive Investor,Wayne Lampart,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",,,Salesforce
10886050,Inactive Investor,Keith Altobelli,,"Avantax Investment Services, Inc. Acworth GA 1727 Mars Hill Rd",,,Salesforce
10613974,,Steven Calmas,"Financial Advisor, Vice President",,steven.calmas@wellsfargoadvisors.com,,List Import
10842975,Inactive Investor,Richard Schneiderman,Financial Advisor,"Ameriprise Financial Services, LLC Suwanee GA 3325 Paddock Pkwy",richard.e.schneiderman@ampf.com,,Salesforce
11207283,Inactive Investor,Kelsey Plummer,,"Raymond James Financial Services, Inc. Raleigh NC 8311 Bandford Way",kelsey.dougherty@raymondjames.com,,Salesforce
11003853,Inactive Investor,Erin Gadient,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
9586749,,Zac Rosenberg,,,zrosenberg@harvestcaps.com,,List import
10876347,Inactive Investor,Nathaniel Preval,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",nathaniel.preval@tiaa.org,,Salesforce
11148355,Inactive Investor,David Gorecki,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.gorecki@fidelity.com,,Salesforce
10953991,Inactive Investor,Ronald Spuhler,,LPL Financial LLC Lemoyne PA 645 N 12th St,ronald.spuhler@lpl.com,,Salesforce
10784650,Inactive Investor,Glen Snell,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Hutchinson KS 1724 E 30th Ave",glen.e.snell@ampf.com,,Salesforce
10900841,Inactive Investor,Christopher Chow,Financial Advisor,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,christopher_chow@glic.com,,Salesforce
10752380,Inactive Investor,Jeanine Sclafani,Client Service Associate,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,,,Salesforce
10931188,Inactive Investor,Christopher Hoxie,,"Regulus Financial Group, LLC Chico CA 2611 Forest Ave",,,Salesforce
11161938,Inactive Investor,Clayton Simmons,,"Wells Fargo Advisors Financial Network, LLC Gadsden AL 110 Bay St",heath.simmons@wellsfargoadvisors.com,,Salesforce
10810187,Inactive Investor,Alan Golden,,"Osaic Wealth, Inc. Rockville MD 11300 Rockville Pike",,,Salesforce
10644321,,Lauren Anderson,,,lauren.griffin@guggenheimfunds.com,,List Import
9574726,,Gayle Brooks,,,gaylewarning.brooks540@gmail.com,,List import
10948490,Inactive Investor,Elsie Vales,,J.P. Morgan Securities LLC Miami FL 9785 NW 41st St,elsie.j.vales@chase.com,,Salesforce
351464,,Celeste Csordos,Client Support Team,Eks Associates,ccsordos@eksassociates.com,609-921-1016,Manual List Upload
11086162,Inactive Investor,Shawna Anderson,,"Allstate Financial Services, LLC Oklahoma City OK 721 NW 12th St",shawnaanderson@allstate.com,,Salesforce
11013499,Inactive Investor,Jon Nettles,Chief Executive Officer;Owner,"Revo Financial, LLC Bartlesville OK 117 W 5th St",jon.nettles@revofinancial.com,,Salesforce
246018,,Not Provided,Events Director,Government Blockchain Association (GBA),kathy.dache@gbaglobal.org,,Manual List Upload
10921360,Inactive Investor,Ricky Tredwin,,LPL Financial LLC Albuquerque NM 6723 Academy Rd NE,ric.tredwin@lpl.com,,Salesforce
11130800,Inactive Investor,Mary Winand,Director - Financial Planning,LPL Financial LLC York PA 45 Wyntre Brooke Dr,mary.e.shaw@lpl.com,,Salesforce
11102508,Inactive Investor,Shondria Simmons,,LPL Financial LLC Winder GA 4 Mimosa St,shondria.simmons@lpl.com,,Salesforce
9619579,,Dan Mahoney,,,danmahoney0000@gmail.com,,List import
10760057,Inactive Investor,Joelene Hotze,Client Associate,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",joelene.hotze@wellsfargoadvisors.com,,Salesforce
10961945,Inactive Investor,Edgar Rauda,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,edgar.rauda@fmr.com,,Salesforce
10656632,,Anthony Tyree,,,anthony.tyree@fmr.com,,List Import
10997607,Inactive Investor,Dewitt Mckay,,"Carty & Company, Inc.",dmckay@cartyco.com,,Salesforce
11187248,Inactive Investor,Anthony Rodriguez,,"Osaic Institutions, Inc. Scarsdale NY 1075 Central Park Ave",arodriguez@infinexgroup.com,,Salesforce
9643165,,Yeongeun Woo,,,wooyg.com@gmail.com,,List import
11162946,Inactive Investor,Steven Swingler,,Cetera Investment Services LLC Highland IN 9701 Indianapolis Blvd,,,Salesforce
347963,,Te'Rhon O'Neal,Associate,"Aua Private Equity Partners, Llc",terhon.oneal@auaequity.com,212-231-8600,Manual List Upload
50364,,Jeffrey Leonard,"Chief Compliance Officer, Founder, Managing Member, Managing Principal",Leonard Financial Group,jeff@leonardfinancialgroup.com,321-259-6239,
10771127,Inactive Investor,Jose Gonzalez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
248958,,Yasar Jarrar,Managing Partner,IAG,yasar.jarrar@gmail.com,,Manual List Upload
10900895,Inactive Investor,Cara Fazio,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,cara.fazio@ubs.com,,Salesforce
10772062,Inactive Investor,Jeffery Beamer,Financial Advisor,Edward Jones Marietta GA 31 Atlanta St SE,jeff.beamer@edwardjones.com,,Salesforce
10914090,Inactive Investor,Raimel Garcia Hernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",raimel.garcia@ml.com,,Salesforce
10753614,Inactive Investor,Hope Wilden,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",hope.wilden@ml.com,,Salesforce
336897,,Brian Monroe,"Shareholder Of Sawgrass Asset Management, Inc.",Sawgrass Asset Management Llc,monroeb@saw-grass.com,904-493-5500,Manual List Upload
11071668,Inactive Investor,Clyde Villa,,GWN Securities Inc. Canonsburg PA 2400 Ansys Dr,cvilla@gwnsecurities.com,,Salesforce
9557035,,Anthony Presto,,,avpresto@gmail.com,,List import
10439202,,Edward Chidothe,,,edward@kmgvtechnologies.com,,Web Form Fillout
2954065,,Cristian David Gallego,,,davidgallego0194@gmail.com,,
11051629,Inactive Investor,Michael Phillips,Investment Advisor Representative,"Verus Capital Partners, LLC Phoenix AZ 20819 N Cave Creek Rd",mphillips@veruscapitalpartners.com,,Salesforce
11088955,Inactive Investor,Zachary Miller,Private Wealth Advisor,"AWM Capital, LLC",,,Salesforce
10999042,Inactive Investor,Shane Smith,,"Allstate Financial Services, LLC Clemson SC 1376 Tiger Blvd",ssmith@allstate.com,,Salesforce
11144542,Inactive Investor,Shawn Hessing,Chief Compliance Officer;Senior Advisor,Tailwind Advisors,shawn@tailwindadvisors.com,,Salesforce
10822251,Inactive Investor,Erik Olson,Investment Advisor Representative,Commonwealth Financial Network Andover MA 40 Shattuck Rd,eolson@commonwealth.com,,Salesforce
373657,,Michael Frost,,[Unknown],frostmike@gmail.com,,source
11030404,Inactive Investor,Delynn Zell,,Savant Wealth Management Birmingham AL 101 25th St N,dzell@savantwealth.com,,Salesforce
11054105,Inactive Investor,John Moran,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
10988297,Inactive Investor,April Wade,,"U.S. Bancorp Investments, Inc. Nashville TN 333 Commerce St",april.wade@usbank.com,,Salesforce
10990280,Inactive Investor,Joshua Strauss,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
1001768,Inactive Investor,Peter Phillips,Managing Director,Medley Partners,peter@medleyp.com,,
10860770,Inactive Investor,Kenneth Thayer,,Momentum Independent Network Inc. Graham TX 623 Elm St,mthayer@hilltopnetwork.com,,Salesforce
10916001,Inactive Investor,Raymond Gonzales,,"Avantax Investment Services, Inc. Fremont CA 41829 Albrae St",,,Salesforce
10952356,Inactive Investor,Kent Rife,,LPL Financial LLC Lansdale PA 5 N Cannon Ave,kent.rife@lpl.com,,Salesforce
11159743,Inactive Investor,Juan Vazquez,,PFS Investments Inc. Fullerton CA 2495 E Orangethorpe Ave,,,Salesforce
10938775,Inactive Investor,Chase Piatko,Financial Advice Sales Consultant,"Equitable Advisors, LLC Massillon OH Private Residence",,,Salesforce
234664,, -,,[[Unknown]],johnnykalani@yahoo.com,,
9549171,,Trenton Fuqua,,,t.fuqua77@gmail.com,,List import
10944811,Inactive Investor,Charles Talbott,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",charlestalbott@financialguide.com,,Salesforce
11016659,Inactive Investor,Zhiyong Zhao,,"Univest Securities, LLC",,,Salesforce
10882117,Inactive Investor,Peter Henziak,Financial Advisor,"Raymond James & Associates, Inc. Irvine CA 400 Spectrum Center Dr",peter.henziak@raymondjames.com,,Salesforce
11027638,Inactive Investor,Ralph Primavera,Associate Director;Financial Advisor,Oppenheimer & Co. Inc. Red Bank NJ 3 Harding Rd,ralph.primavera@opco.com,,Salesforce
10998640,Inactive Investor,Colleen O'Shaughnessy,,"J.W. Cole Financial, Inc. Watertown NY 531 Washington St",,,Salesforce
11057658,Inactive Investor,James Palmer,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 108 Wild Basin Rd",james.c.palmer@ampf.com,,Salesforce
11120131,Inactive Investor,Natalie Spradley,,PFS Investments Inc. Columbia SC 7499 Parklane Rd,nspradley@primerica.com,,Salesforce
10645268,,Glenn Rawski,,,glenn.rawski@prudential.com,,List Import
11140987,Inactive Investor,Elizabeth Kusen,,Cetera Financial Specialists LLC Bridgeville PA 508 Washington Ave,elizabeth.kusen@ceterafs.com,,Salesforce
10837834,Inactive Investor,James Atkins,Financial Advisor,LPL Financial LLC Las Vegas NV 7465 W Lake Mead Blvd,james.atkins@lpl.com,,Salesforce
11254935,Inactive Investor,Will O'Rourke,Financial Advisor,Prime Capital Financial Flower Mound TX 777 International Pkwy,worourke@pciawealth.com,,Salesforce
10995138,Inactive Investor,Shannon Betts,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11186357,Inactive Investor,Megan Avery,,LPL Financial LLC Lutherville Timonium MD 1623 York Rd,megan.avery@lpl.com,,Salesforce
11209051,Inactive Investor,Zachary Brummel,Investment Manager,Creative Planning,zachary.brummel@creativeplanning.com,,Salesforce
9566932,,John Hardy,,,devbankpartners@aol.com,,List import
220282,,Jordan Lewis,,[Unknown],lewisfunds@gmail.com,,
10789307,Inactive Investor,David Ambrose,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 381 Mansfield Ave",dambrose@htk.com,,Salesforce
9635346,,Ryan Mingo,,,rmingo@canaras.com,,List import
10932923,Inactive Investor,Timothy Hume,Wealth Advisor,"Kiley Juergens Wealth Management, LLC",tim@kj-wm.com,,Salesforce
9636695,,Allen Bahe,,,allen@cfaky.com,,List import
10874407,Inactive Investor,Richard Burtt,,Cetera Advisor Networks LLC Baton Rouge LA 5035 Bluebonnet Blvd,,,Salesforce
11091036,Inactive Investor,Eric Iwanski,Financial Planner,Commonwealth Financial Network Madison WI 1806 Seminole Hwy,eiwanski@commonwealth.com,,Salesforce
11153506,Inactive Investor,Mason Vrazel,,"B.B. Graham & Company, Inc. Austin TX 4800 Bee Caves Rd",,,Salesforce
11062049,Inactive Investor,Dan Kraus,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner,"Austin Private Wealth, LLC",dan.kraus@austinprivatewealth.com,,Salesforce
11029754,Inactive Investor,Jessica Travelstead,Preferred Relationship Manager,"Fifth Third Securities, Inc. Louisville KY 2000 Bardstown Rd",jessica.travelstead@53.com,,Salesforce
9566436,,Douglas Hedley,,,dhedley@sigmarep.com,,List import
11070423,Inactive Investor,Elke Chenevey,Financial Advisor;Investment Advisor Representative;Member;Partner,"FSA Investment Group, LLC",echenevey@fsa-ig.com,,Salesforce
10792041,Inactive Investor,Janella Jones,Financial Advisor,"Pruco Securities, LLC. Great Falls MT 124 1st Ave S",janella.jones@prudential.com,,Salesforce
11100611,Inactive Investor,Chandler Smith,,The Huntington Investment Company Cleveland OH 5249 Wilson Mills Rd,chandler.smith@huntington.com,,Salesforce
208355,,Subhash Desai,,[Unknown],subhashdesai51@yahoo.com,,
11154876,Inactive Investor,John Hayden,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10756039,Inactive Investor,Joshua Huenergardt,Financial Advisor,Edward Jones Lincoln NE 8540 Executive Woods Dr,josh.huenergardt@edwardjones.com,,Salesforce
11222628,,Mark Kuzminskas,,,mkuzminskas@boston-partners.com,,List Import
10773638,Inactive Investor,Stephen Schwab,,"Empower Financial Services, Inc Malvern PA Private Residence",stephen.schwab@gwrs.com,,Salesforce
11189223,Inactive Investor,Matthew Ladner,Paraplanner,"Ameriprise Financial Services, LLC Mobile AL 3514 Montlimar Plaza Dr",matthew.ladner@ampf.com,,Salesforce
10862254,Inactive Investor,Robert Moore,Member;Partner,"Copper Harbor Investment Advisors, LLC",robert.moore@copperharbor.us,,Salesforce
11083493,Inactive Investor,Michael Mullmann,,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",michael.mullmann@nm.com,,Salesforce
9549920,,Jim hodge,,,jimhhodge@yahoo.com,,List import
10783985,Inactive Investor,Andrew Stilley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,andrew.stilley@fidelity.com,,Salesforce
11135768,Inactive Investor,Kimberly Wilson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9582869,,Mark Sheppard,,,instantbusiness@hotmail.co.uk,,List import
10801712,Inactive Investor,Austin Drukker,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",austin_drukkerjr@ml.com,,Salesforce
9597169,,David Fennell,,,dfennell@financialengines.com,,List import
10861015,Inactive Investor,Stephanie Becker,Paraplanner,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",stephanie.a.becker@ampf.com,,Salesforce
10909130,Inactive Investor,Keith Hudson,Private Client Advisor,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,keith.hudson@jpmorgan.com,,Salesforce
11200993,Inactive Investor,Joe Hall,Financial Advisor,Integrated Wealth Concepts LLC Naperville IL 2323 Naperville Rd,,,Salesforce
9545932,,Luis Elliott,,,luis.elliott87@gmail.com,,List import
9617742,,Stephen Nelb,,,stephen.nelb@fsinvestments.com,,List import
11113998,Inactive Investor,Norman Jensen,,Chelsea Financial Services,njensen@chfs.com,,Salesforce
11083004,Inactive Investor,John Adams,Director;Senior Vice President,Robert W. Baird & Co. Incorporated Cincinnati OH 3805 Edwards Rd,jcadams@rwbaird.com,,Salesforce
10984462,Inactive Investor,Alejandro Castillo,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,,,Salesforce
11097789,Inactive Investor,Brendan Halick,,"Ameritas Investment Company, LLC San Ramon CA 3150 Crow Canyon Pl",brendan.halick@ameritas.com,,Salesforce
371969,,Na Soltani,,Iran,snajib462@gmail.com,,Salesforce
11013504,Inactive Investor,Brian Strode,,"Allstate Financial Services, LLC Pekin IL 2004 Sunset Dr",brianstrode@allstate.com,,Salesforce
10785583,Inactive Investor,David Kiecker,District Director,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",david.kiecker@nm.com,,Salesforce
10939175,Inactive Investor,John Williams,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Rapid City SD 701 Saint Joseph St",jd.williams@usbank.com,,Salesforce
10828202,Inactive Investor,William Salone,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",bill.salone@ml.com,,Salesforce
11089340,Inactive Investor,Terrence Porter,Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",tc.porter@ampf.com,,Salesforce
10944281,Inactive Investor,Brad Linthicum,,"Allstate Financial Services, LLC New Lenox IL 1005 W Laraway Rd",,,Salesforce
249265,,Remi Lederman,,APCO Worldwide,rlederman@apcoworldwide.com,,Manual List Upload
9624088,,Elysia Patel,,,ep6791@gmail.com,,List import
220948,,Steve Harris,,Genesis Block,steven.harris888@gmail.com,9082861339,Organic Search
9568057,,Leon Kadocsa,,,leon@brainvest.com,,List import
11123558,Inactive Investor,Jason Medin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Savage MN 8646 Eagle Creek Cir",jason.a.medin@ampf.com,,Salesforce
10964670,Inactive Investor,Jacob Stafford,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10985757,Inactive Investor,Melody Suehiro,Financial Advisor,Cerity Partners LLC Redwood City CA 203 Redwood Shores Pkwy,msuehiro@ceritypartners.com,,Salesforce
9576941,,NIkitra asdasdasd,,,etcmailapps@protonmail.com,,List import
10805601,Inactive Investor,Joseph Novak,,"Raymond James & Associates, Inc.",joseph.novak@raymondjames.com,,Salesforce
10762068,Inactive Investor,Robert Burton,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",robert.burton@wellsfargoadvisors.com,,Salesforce
11144322,Inactive Investor,Frederick Powell,Financial Advisor,LPL Financial LLC Phoenix AZ 20860 N Tatum Blvd,frederick.powell@lpl.com,,Salesforce
241005,,Frank Holmes,"CEO & CIO, U.S. Global Investors | Executive Chairman",[Unknown],bespinoza@usfunds.com,,Event
10845845,Inactive Investor,Jan Schmeits,Investment Advisor,Modern Asset Management LLC Columbus NE 2204 14th St,jschmeits@nebcpa.com,,Salesforce
9540859,,Valuation Control,,ICS Opportunities II LLC,valuationcontrol@mlp.com,,List Import
10774158,Inactive Investor,Brian Pappalardo,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",bj_pappalardo@ml.com,,Salesforce
10826487,Inactive Investor,Scott Shaw,Financial Advisor,LPL Financial LLC Ardmore PA 40 E Montgomery Ave,scott.shaw@lpl.com,,Salesforce
11122019,Inactive Investor,Paige Spalding,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",paige_spalding@ml.com,,Salesforce
11184540,Inactive Investor,Kimberly Trammel,,"Allstate Financial Services, LLC League City TX 3027 Marina Bay Dr",kimberlytrammel@allstate.com,,Salesforce
9554321,,Andre Edwards,,,findfacefix@yahoo.com,,List import
11141767,Inactive Investor,Mycheal Brown,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,,,Salesforce
9631006,,Angelo Matz,,,angelomatz1@gmail.com,,List import
10844638,Inactive Investor,Philip Palazzolo,Financial Advisor;First Vice President;Portfolio Manager;Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,phil.palazzolo@morganstanley.com,,Salesforce
11204539,Inactive Investor,Mark Moore,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,mark.moore@ubs.com,,Salesforce
248204,,Rajiv Babooram,Lead Professional,Economic Development Board Mauritius,rajiv@edbmauritius.org,,Manual List Upload
11163537,Inactive Investor,Allison Reed,,Vanguard Marketing Corporation,allison_reed@vanguard.com,,Salesforce
10859857,Inactive Investor,Mark Sullivan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10852552,Inactive Investor,Joseph Hinojos,Financial Advisor,"Ameriprise Financial Services, LLC Sacramento CA 2150 River Plaza Dr",joseph.m.hinojos@ampf.com,,Salesforce
11084297,Inactive Investor,Heather Genereux,,"Osaic Wealth, Inc. Eagle ID 379 E Shore Dr",,,Salesforce
336833,,Sarah Militano,Retirement Plan Coordinator,"Paradigm Consulting, Inc.",smilitano@paradigmci.com,315-797-8400,Manual List Upload
11228729,Inactive Investor,Zachary Walters,,J.P. Morgan Securities LLC Morrisville PA 229 Plaza Blvd,,,Salesforce
11140530,Inactive Investor,Gregg Eicholtz,Investment Executive;Vice President,"Fifth Third Securities, Inc. Portage MI 3500 W Centre Ave",,,Salesforce
9566849,,Mark Grbic,,,mgrbic@gmail.com,,List import
10923804,Inactive Investor,Alejandra Villalpando-Restrepo,,Fidelity Brokerage Services LLC,,,Salesforce
10819439,Inactive Investor,Max Bingman,,"Investments For You, Inc.",max@maxcpa.com,,Salesforce
10760708,Inactive Investor,Phillip Laquey,Executive Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Dallas TX 5001 Spring Valley Rd,brooks.laquey@morganstanley.com,,Salesforce
10912439,Inactive Investor,Peter Hafner,,"Next Financial Group, Inc. Buffalo NY 6225 Sheridan Dr",phafner@nextfinancial.com,,Salesforce
9598737,,dan kolinsky,,,dkolinsky@hotmail.co.uk,,List import
10966926,Inactive Investor,Richard Halliburton,Chief Compliance Officer;Chief Operating Officer,"Tradition Investment Management, LLC",,,Salesforce
191875,,Andre Vadas,,[Unknown],cafepronto@sbcglobal.net,,
10980915,Inactive Investor,Robert Stabile,,"Allstate Financial Services, LLC Mamaroneck NY 234 Mamaroneck Ave",,,Salesforce
10945824,Inactive Investor,Colleen Berryman,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10937308,Inactive Investor,Jennifer Lackey,Chief Compliance Officer;Financial Advisor;Founder;Member;Partner,"Relativity Capital Advisors, LLC",,,Salesforce
10505866,,Naweed Rahman,Solutions,Cassidian,naweed.ur.rahman@gmail.com,951-719-2876,List import
10615418,,Jeffrey Sussman,"Associate Vice President, Senior Financial Advisor",,jeffrey.sussman@morganstanley.com,,List Import
9564042,,Ed Snowden,,,esnowden@dsaco.com,,List import
373208,,Leon Chretien,,[Unknown],leonwchretien@gmail.com,,source
11097491,Inactive Investor,David Bello,,"BelloAdvisers, LLC",dave@belloadvisers.com,,Salesforce
10784939,Inactive Investor,Paul Williamson,,Commonwealth Financial Network Vero Beach FL 1515 Indian River Blvd,pwilliamson@commonwealth.com,,Salesforce
11186265,Inactive Investor,Armen Bubushyan,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
11262247,Inactive Investor,Juan Guerra,,Juan Guerra,jgu3520471@att.net,4153859885,Salesforce
11115191,Inactive Investor,Nicholas Glensor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11152264,Inactive Investor,Scott Hagenbach,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Saginaw MI 4177 Fashion Square Blvd",scott.hagenbach@ampf.com,,Salesforce
11121931,Inactive Investor,Ron Linton,Financial Advisor,LPL Financial LLC Cary NC 100 W Chatham St,ron.linton@lpl.com,,Salesforce
334750,,Patrick Tully,Chief Financial Officer,Clarion Partners,ptully@ingclarion.com,212-883-2500,Manual List Upload
10985597,Inactive Investor,Devon Schad,,"Farmers Financial Solutions, LLC Broomfield CO 433 Summit Blvd",dschad@farmersagent.com,,Salesforce
232982,, -,,[Unknown],altlaw@gmail.com,,Content
10787471,Inactive Investor,Thomas Balas,Managing Director,J.P. Morgan Securities LLC Orange CA 225 N Tustin St,thomas.j.balas@jpmorgan.com,,Salesforce
11024628,Inactive Investor,Robert Mendelson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Lake Charles LA 4110 Lake St",robert.mendelson@ampf.com,,Salesforce
158211,,Prabhda Gamage,,[Unknown],qknotelana@gmail.com,,
11066443,Inactive Investor,Todd Subler,Financial Advisor,Edward Jones Greenville OH 515 S Broadway St,todd.subler@edwardjones.com,,Salesforce
10811491,Inactive Investor,Ronald Yerian,,"Allstate Financial Services, LLC Tracy CA 4600 S Tracy Blvd",ronaldyerian@allstate.com,,Salesforce
10908977,Inactive Investor,Wesley Roundy,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11198874,Inactive Investor,Ana Mendoza,,J.P. Morgan Securities LLC Fontana CA 17042 Slover Ave,ana.mendoza@jpmorgan.com,,Salesforce
10530072,,Valerie Hayes,,,ramattu@hotmail.com,,Web Form Fillout
10832804,Inactive Investor,Eric Loiselle,,"Wells Fargo Clearing Services, LLC Providence RI 1 Citizens Plz",,,Salesforce
10992588,Inactive Investor,Victoria Bergman,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10847802,Inactive Investor,Joseph Porto,Representative,"Osaic Wealth, Inc. Buffalo NY 5794 Main St",,,Salesforce
10847753,Inactive Investor,Jessica Walters,Financial Advisor,"Ameriprise Financial Services, LLC Titusville PA 125 N Franklin St",jessica.walters@ampf.com,,Salesforce
10890412,Inactive Investor,Peter Abrami,Associate Financial Advisor,"Ameriprise Financial Services, LLC Jericho NY 333 Jericho Tpke",peter.b.abrami@ampf.com,,Salesforce
144499,,Nicolas Perez,,"Moneta Group Investment Advisors, Llc",nperez@monetagroup.com,(314) 726-2300,
11222602,,Nicholas Faller,,,nfaller@sageviewadvisory.com,,List Import
9603299,,Jasper Seymour,,,jasperseymour2@gmail.com,,List import
11022305,Inactive Investor,Sarah Forhan,,"Osaic FA, Inc. Seabrook NH 19 Batchelder Rd",sarah.forhan@lfg.com,,Salesforce
10877007,Inactive Investor,Ryan Nottestad,Financial Advisor;Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",ryan.nottestad@rbc.com,,Salesforce
10996733,Inactive Investor,Rayanna Bentley,,"Northwestern Mutual Investment Services, LLC Franklin WI 9130 W Loomis Rd",rayanna.a.bentley@nm.com,,Salesforce
10613859,,Jonathan Adamsky,"Financial Advisor, Managing Director - Wealth Management",,jonathan.adamsky@ubs.com,,List Import
11159352,Inactive Investor,Keaton Christiansen,,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
10908756,Inactive Investor,Matthew Streckenbach,Financial Advisor,"Packerland Brokerage Services, Inc. Little Suamico WI Private Residence",mattstreckenbach@packerlandbrokerage.com,,Salesforce
11112329,Inactive Investor,Zuojun Zhang,,Citigroup Global Markets Inc.,,,Salesforce
10850900,Inactive Investor,James Gall,,Park Avenue Securities LLC Irvine CA 2875 Michelle,james_p_gall@glic.com,,Salesforce
11114665,Inactive Investor,Randall Fears,,"Osaic Wealth, Inc. Plano TX 5409 Grasmere Dr",,,Salesforce
9619986,,Steven Kenneth,,,kennethlarry1889@gmail.com,,List import
10925168,Inactive Investor,Jonathan Duff,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10964696,Inactive Investor,Emily Stallings,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9597233,,Brian Pearson,,,bpaidproduction1@gmail.com,,List import
9608078,,Jamie Crowley,,,jamielcrowley@gmail.com,,List import
10892944,Inactive Investor,William Piazza,Financial Advisor,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",bill.piazza@rbc.com,,Salesforce
11106666,Inactive Investor,David Glover,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11110987,Inactive Investor,Graham Rowe,Chief Compliance Officer;President,"Select Capital Management, Inc.",,,Salesforce
10790887,Inactive Investor,Allen Jones,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",allen.c.jones@ml.com,,Salesforce
10645054,,Gus Karris,,,gus.karris@pnc.com,,List Import
11042683,Inactive Investor,Richard Lafargue,Chief Compliance Officer;Founder;President,"LaFargue Financial Group, Inc. Springdale AR 1333 Arapaho Ave",richard@lafarguefinancialgroup.com,,Salesforce
10832187,Inactive Investor,Richard Coleman,,"Latitude Advisors, LLC Erie PA PO Box 10591",rcoleman@latitudefinancial.net,,Salesforce
11234769,Inactive Investor,Bradley MacDonald,Chief Investment Officer,SCS Capital Management LLC,,,Salesforce
10949063,Inactive Investor,Paul Ganshirt,Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
172855,,Brandon Munns,,[Unknown],ibbran@yahoo.com,,Organic Search
11065803,Inactive Investor,Sean Akiyama,Chief Compliance Officer;Managing Member,"Infinity 8 Investments, LLC",sakiyama@infinity8investments.com,,Salesforce
11145585,Inactive Investor,Mark Bradburn,,Morgan Stanley New York NY 55 E 52nd St,mark.bradburn@morganstanley.com,,Salesforce
10992747,Inactive Investor,Christ Dineff,Chief Operating Officer,"Grassland Capital, LLC",cdineff@grasslandcapital.com,,Salesforce
11170596,Inactive Investor,Charles Shreve,Program Manager,LPL Financial LLC San Jose CA 160 W Santa Clara St,charles.shreve@lpl.com,,Salesforce
10873227,Inactive Investor,Anthony De Stefani,,"Ameriprise Financial Services, LLC San Diego CA 350 10th Ave",,,Salesforce
11138020,Inactive Investor,Benjamin Phelps,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",benjamin.phelps@nm.com,,Salesforce
9575729,,harsha -,,,harsha.hariharan@cvent.com,,List import
227910,, -,,[[Unknown]],cmahamat27@gmail.com,,Other
11084615,Inactive Investor,Erik Stad,Registered Principal,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",,,Salesforce
11024710,Inactive Investor,Simon Porter,,First Manhattan Securities LLC,sporter@firstmanhattan.com,,Salesforce
10820132,Inactive Investor,John Tierney,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9600380,,Paul Meyerhoff,,,paul@symphonyfinancialplanning.com,,List import
351648,,Frank Roman,Economic Development Advisor,Ehlers,froman@ehlers-inc.com,800-717-9742,Manual List Upload
339171,,Jon Rustin,Chief Financial Officer,"Leo Fund Services, Llc",jrustin@leogroupllc.com,732-903-2600,Manual List Upload
10657688,,Julie Buresh,,,jkalvelage@tiaa-cref.org,,List Import
11139758,Inactive Investor,Jonathan Swatts,Financial Advisor,Edward Jones Griffin GA 116 W Taylor St,jonathan.swatts@edwardjones.com,,Salesforce
10978178,Inactive Investor,Natashya Sanoja,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,nsanoja@primerica.com,,Salesforce
10960561,Inactive Investor,Sam Dwyer,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
10776471,Inactive Investor,Keith Digregorio,Financial Advisor,LPL Financial LLC Cochranville PA Private Residence,keith.digregorio@lpl.com,,Salesforce
11203153,Inactive Investor,Jacqueline Battista,Chief Compliance Officer;Financial Advisor,CorePath Wealth Partners LLC Denver CO 4600 S Syracuse St,jackie.battista@corepathwealth.com,,Salesforce
11148949,Inactive Investor,Michelle Nisbet,Financial Associate,Thrivent Investment Management Inc. Osseo MN 415 3rd St SE,michelle.nisbet@thrivent.com,,Salesforce
10868831,Inactive Investor,Angela Ciani,,"Ameriprise Financial Services, LLC York ME 775 US Rte 1",angela.k.ciani@ampf.com,,Salesforce
10901403,Inactive Investor,Samuel Dippold,Senior Financial Planner,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,sdippold@rwbaird.com,,Salesforce
11121791,Inactive Investor,James Shearin,Branch Manager;Senior Vice President - Investments,Davenport & Company LLC Raleigh NC 3605 Glenwood Ave,jshearin@investdavenport.com,,Salesforce
10971358,Inactive Investor,Jason Bede,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10754734,Inactive Investor,John Allen,Financial Advisor,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11188957,Inactive Investor,Margarita Munoz,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",margarita_munoz@ml.com,,Salesforce
10923346,Inactive Investor,Kenneth Hammond,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",evan.hammond@nm.com,,Salesforce
10969384,Inactive Investor,Nicholas O'Brien,,"Mercer Allied Company, L.P.",,,Salesforce
10781179,Inactive Investor,Scott Dudash,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",scott.dudash@schwab.com,,Salesforce
10884266,Inactive Investor,Paul Woodward,Chief Executive Officer;Co-Founder;Managing Member,"Cassini Capital Management, LLC",pwoodward@cassinicap.com,,Salesforce
11141372,Inactive Investor,William Hollan,Principal;Security Holder,Arbor Investment Advisors,billhollan@arborinvest.com,,Salesforce
11193264,Inactive Investor,Marlene Richards,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,mrichards@primerica.com,,Salesforce
9640065,,Larry Goodman,,,larry_j_goodman@rush.edu,,List import
9623432,,Cole Carpenter,,,cole.d.carpenter@outlook.com,,List import
10812802,Inactive Investor,Edward Richter,Member;Partner;Senior Financial Advisor,Apella Wealth Lenox MA 5 Walker St,,,Salesforce
122299,,mohsen malek,,[Unknown],moh3nmalek@yahoo.com,,source
11081240,Inactive Investor,Jeffrey Turner,Financial Planner,"MML Investors Services, LLC Chattanooga TN 736 Georgia Ave",jmturner@financialguide.com,,Salesforce
11125092,Inactive Investor,Ryan Baldwin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10973132,Inactive Investor,Joseph Armstrong,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joseph.armstrong@jpmorgan.com,,Salesforce
10797379,Inactive Investor,Travis Dykstra,,Hahn Financial Group,travis.dykstra@wfadvisors.com,,Salesforce
10856684,Inactive Investor,Jorge Ciprian,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",jorge.ciprian@ampf.com,,Salesforce
10811684,Inactive Investor,Stuart Glasco,,NYLIFE Securities LLC Baton Rouge LA 2431 S Acadian Trwy,sglasco@ft.newyorklife.com,,Salesforce
10530488,,Hans Middelburg,,,hrm.gs@mailbox.org,,Web Form Fillout
343973,,Brian Kirkpatrick,Senior Vice President & Director,Bridges Investment Management Inc,bkirkpatrick@bridgesinv.com,402-397-4700,Manual List Upload
9591839,,Frank Crompton,,,franko_c@hotmail.co.uk,,List import
11053069,Inactive Investor,Michele Schroeder,Practice Manager;Registered Client Service Associate,"Ameriprise Financial Services, LLC Tacoma WA 1201 Pacific Ave",michele.schroeder@ampf.com,,Salesforce
11040119,Inactive Investor,Thomas O'Connor,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated,toconnor@rwbaird.com,,Salesforce
11077924,Inactive Investor,Diann Sikora,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",diann.sikora@ml.com,,Salesforce
10835190,Inactive Investor,Gregory Schink,,"Raymond James & Associates, Inc. Grand Blanc MI 8245 Holly Rd",gregory.schink@raymondjames.com,,Salesforce
11185237,Inactive Investor,Michael Davidson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",michael.j.davidson@ml.com,,Salesforce
9648397,,le van trung,,,vantrung12x2@gmail.com,,List import
11109329,Inactive Investor,Brandon Deford,Director - Operations,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",brandon.deford@nm.com,,Salesforce
11186489,Inactive Investor,Theresa Smith,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
10615499,,David Chong,"Financial Advisor, Vice President",,david.chong@morganstanley.com,,List Import
10860494,Inactive Investor,Erik Jensen,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",erik.jensen@valic.com,,Salesforce
10785724,Inactive Investor,Singer Huang,Private Client Advisor,J.P. Morgan Securities LLC Irvine CA 5392 Walnut Ave,singer.j.huang@jpmorgan.com,,Salesforce
10975395,Inactive Investor,Chad Nystrom,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11059952,Inactive Investor,Benjamin Bisnett,Financial Advisor,Edward Jones Buckley WA 774 Main St,,,Salesforce
9564284,,James Robertson,,,james.robertson@billgosling.com,,List import
9578884,,Eli Mizroch,,,eli@silvercl.com,,List import
11148838,Inactive Investor,Kenneth Borg,,"Ameriprise Financial Services, LLC Grosse Pointe MI 20180 Mack Ave",kenneth.borg@ampf.com,,Salesforce
11147890,Inactive Investor,Jilene Guttenfelder,,"Ameriprise Financial Services, LLC Colchester VT 905 Roosevelt Hwy",jilene.x.guttenfelder@ampf.com,,Salesforce
9575419,,Tezmar Smith,,,greenvic29@gmail.com,,List import
11022802,Inactive Investor,Angie Ospina,,Citigroup Global Markets Inc. Jackson Heights NY 8019 Roosevelt Ave,,,Salesforce
10806506,Inactive Investor,Elliot Kiersky,First Vice President,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,elliot.kiersky@ubs.com,,Salesforce
11016501,Inactive Investor,Anthony Dipasquale,Financial Advisor,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",anthony.dipasquale@equitable.com,,Salesforce
340555,,Cathy Friday,Chief Financial Officer,"Investrust Consulting, Llc",cfriday@consultasc.com,405-843-7046,Manual List Upload
9540796,,Chris Milner,,Eisler Capital Master Fund Ltd,chris.milner@eislercapital.com,,List Import
9632855,,Shawn Egger,,,shawn@sfox.com,,List import
11033741,Inactive Investor,Dana Meeks,,LPL Financial LLC Chicago IL 320 S Canal St,dana.meeks@lpl.com,,Salesforce
9561401,,T. Phillips,,,tphillips@massmutual.com,,List import
11230615,Inactive Investor,Steven Simerka,Investment Advisor Representative,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",,,Salesforce
10789554,Inactive Investor,Jason Mayer,Managing Director,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,jason.mayer@ubs.com,,Salesforce
11184926,Inactive Investor,Mary Slade,,"Avantax Investment Services, Inc. Hollywood MD 24394 Three Notch Rd",,,Salesforce
11022681,Inactive Investor,Daniel Billings,,Citigroup Global Markets Inc.,,,Salesforce
11144912,Inactive Investor,Israel Noriega,,"Truist Investment Services, Inc. Kissimmee FL 74 Blake Blvd",israel.noriega@truist.com,,Salesforce
181659,,Jack P,,[Unknown],jackp81478@gmail.com,,Event
10920981,Inactive Investor,Karee Eliason,Financial Advisor,LPL Financial LLC Walla Walla WA 1355 W Poplar St,karee.eliason@lpl.com,,Salesforce
9579358,,Michael Giammatteo,,,giammatteo@xpyriainvest.com,,List import
9571561,,David -,,,dcdurham20@gmail.com,,List import
11111316,Inactive Investor,John Overman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,john.overman@fidelity.com,,Salesforce
11003981,Inactive Investor,Johnson Julie,Investment Advisor;Investment Advisor Representative;Regulatory Contact,Northland Capital Management,julie@northlandcap.com,,Salesforce
64094,,Drew Labarbera,,"Transamerica Financial Advisors, Inc",drew.labarbera@transamerica.com,972-836-9758,
10788654,Inactive Investor,Todd Jensen,,"Principal Securities, Inc. Minden NE 128 E 4th St",jensen.todd@principal.com,,Salesforce
11117575,Inactive Investor,Rea Cranwell,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11046739,Inactive Investor,Andres Loredo,Director - Alternative Investments;Financial Advisor;Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,andres.loredo@morganstanley.com,,Salesforce
10753511,Inactive Investor,Jennifer Nida,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",jennifer.nida@ml.com,,Salesforce
11082415,Inactive Investor,Scott Counihan,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 715 Old Hwy 8 NW",scott.j.counihan@ampf.com,,Salesforce
10754900,Inactive Investor,Joseph Lavalle,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",,,Salesforce
11128971,Inactive Investor,Joshua Paley,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11069222,Inactive Investor,Kristen Smigelski,,"Regulus Financial Group, LLC Palm Beach Gardens FL 4440 PGA Blvd",,,Salesforce
11073107,Inactive Investor,Jennifer Hiltz,,J.P. Morgan Securities LLC Satellite Beach FL 1922 Hwy A1A,jennifer.a.hiltz@jpmorgan.com,,Salesforce
351848,,Graham Douglas,Senior Associate,Kline Hill Partners Lp,graham.douglas@klinehill.com,203-987-6120,Manual List Upload
10930277,Inactive Investor,Matthew Shumko,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",matthew.shumko@raymondjames.com,,Salesforce
10769148,Inactive Investor,Nicholas Ricci,Vice President - Investment Banking,LPL Financial LLC Utica NY 41 Notre Dame Ln,ricci.nicholas@principal.com,,Salesforce
11153575,Inactive Investor,Jonathan Mulligan,,"Raymond James Financial Services, Inc. Clifton Park NY 7 Southside Dr",jonathan.mulligan@raymondjames.com,,Salesforce
9558354,,Randy Buckley,,,buckleyrs@gmail.com,,List import
10781734,Inactive Investor,Ritchie Hood,Chief Compliance Officer;Client Services;Compliance Manager;Director - Operations;Partner,"Pacific Portfolio Consulting, LLC",ritchie@pacific-portfolio.com,,Salesforce
10926442,Inactive Investor,Daniel Joyce,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
105323,,Spencer LeGrande,,Hanger Inc.,dixonlegrande@me.com,3057737415,
11083027,Inactive Investor,Jeffrey Saunders,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.saunders@fidelity.com,,Salesforce
10926822,Inactive Investor,Nicholas Hillman,Advisory Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,nicholas.hillman@lpl.com,,Salesforce
10980229,Inactive Investor,Richard Lucas,,Country Capital Management Company Beaverton OR 1915 NE Stucki Ave,richard.lucas@countryfinancial.com,,Salesforce
10041132,,Satoshi Nakamoto,,,satoshin3@gmx.us,,Web Form Fillout
10972330,Inactive Investor,Joseph Opiela,Vice President;Wealth Advisor,"Schechter Investment Advisors, LLC",jopiela@schechterwealth.com,,Salesforce
10787689,Inactive Investor,Carolyn Shumate,,PFS Investments Inc. Tucker GA 2321 4th St,carolyn.shumate@primerica.com,,Salesforce
10858087,Inactive Investor,Brandon Alley,Financial Advisor;Owner,Patriot Investment Management Group Inc,balley@patriotinvestment.com,,Salesforce
9612063,,Taylor Greason,,,taylor.greason@gmail.com,,List import
206598,,Shaun Rai,,[Unknown],rai@montaguederose.com,,source
11095665,Inactive Investor,Matthew Frechette,Executive Director;Family Wealth Advisor;Financial Advisor,Morgan Stanley Syracuse NY 250 S Clinton St,matthew.e.frechette@morganstanley.com,,Salesforce
229825,, -,,[[Unknown]],to.apolline@gmail.com,,
11118768,Inactive Investor,Kortney Knight,,NYLIFE Securities LLC Westlake Village CA 2625 Townsgate Rd,ksknight@ft.newyorklife.com,,Salesforce
9584792,,Masumi Waida,,,mwaida@aconinvestments.com,,List import
11034231,Inactive Investor,Wei Jin,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",wei.jin@nm.com,,Salesforce
10836938,Inactive Investor,Ryland Hubbard,Branch Manager;Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Roanoke VA 10 S Jefferson St,ryland.hubbard@morganstanley.com,,Salesforce
11097778,Inactive Investor,Lucas Montes,Wealth Advisor,LPL Financial LLC West Jordan UT 9027 S 2200 W,lucas.montes@fmr.com,,Salesforce
11090929,Inactive Investor,Alyssa Maloney,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",alyssa.maloney2@tiaa.org,,Salesforce
9594676,,Kimberly Drake,,,kdrake@savantcapital.com,,List import
9592358,,Fadi Shakra,,,fadi.abushakra@gmail.com,,List import
9559513,,Cassie Nestor,,,cassie@mindsetdc.com,,List import
10510489,,Justin Boggs,"Chief Compliance Officer, Investment Advisor Representative, Managing Member",Optima Capital LLC,justin@optimacapitalllc.com,,List Import
11025119,Inactive Investor,Jarren Higaki,,State Farm VP Management Corp. Honolulu HI 1314 S King St,,,Salesforce
10872307,Inactive Investor,Henry Eller,,"Wells Fargo Clearing Services, LLC Sarasota FL 5701 Bee Ridge Rd",henry.eller@wellsfargo.com,,Salesforce
10775781,Inactive Investor,Bradley Martz,Financial Advisor,Edward Jones Decatur IN 125 N 2nd St,brad.martz@edwardjones.com,,Salesforce
11155386,Inactive Investor,David Jacas,,Cetera Financial Specialists LLC Spring Valley NY Private Residence,david.jacas@ceterafs.com,,Salesforce
10799735,Inactive Investor,Laura Batsche,Financial Advisor,LPL Financial LLC Chapin SC Private Residence,laura.batsche@lpl.com,,Salesforce
11010836,Inactive Investor,Jeffrey Ballek,,The AmeriFlex Group Saint Paul MN 2551 Grey Eagle Dr,,,Salesforce
11088326,Inactive Investor,Michael Otoole,,"Moors & Cabot, Inc. Phoenix AZ 645 E Missouri Ave",motoole@moorscabot.com,,Salesforce
11235605,Inactive Investor,Andrew Rotz,Advisor,Fruitful,andrew@fruitful.com,,Salesforce
9546401,,Tye Amendt,,,tye.amendt@securitiesamerica.com,,List import
10893932,Inactive Investor,Rebecca Buckley,Chief Compliance Officer;President,Strategic Portfolio Advisors,,,Salesforce
219995,,Pierre Pronobis,,[Unknown],pierre.pronobis@gmail.com,,
10868133,Inactive Investor,Rosemary Caffrey,,"Raymond James Financial Services, Inc. Clarks Summit PA 200 Abington Executive Park",,,Salesforce
11084934,Inactive Investor,Zachary Till,Advisor Consultant,Neuberger Berman BD LLC Dallas TX Private Residence,zachary.till@nb.com,,Salesforce
10908828,Inactive Investor,William Fisher,,"Wells Fargo Clearing Services, LLC",william.fisher@wfadvisors.com,,Salesforce
9619096,,James Kelly,,,james.kelly@weissasset.com,,List import
10950347,Inactive Investor,Antonio Campos Vera,,Key Investment Services LLC Denver CO 5901 W 44th Ave,antonio.campos-vera@key.com,,Salesforce
229957,, -,,[[Unknown]],asadalidir12@gmail.com,,Paid Search
11202008,Inactive Investor,Charles Cumello,Chief Executive Officer;Director;President,"Essex Financial Services, Inc.",ccumello@essex.financial,,Salesforce
11026438,Inactive Investor,Michael Kolis,,Key Investment Services LLC Fishers IN 7450 E 116th St,michael_p_kolis@keybank.com,,Salesforce
10824935,Inactive Investor,Carol Rodgers-Rivir,Financial Professional,"Equitable Advisors, LLC Kenton Hills KY Private Residence",carol.rodgers@equitable.com,,Salesforce
202492,,Jack Dator,,[Unknown],jackdator@aol.com,,Direct
10760006,Inactive Investor,Dawn Budde,,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,dawn.budde@ubs.com,,Salesforce
11115315,Inactive Investor,Benjamin Fonseca,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10970752,Inactive Investor,Laya Nagireddy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10914010,Inactive Investor,Alessandro Hamada,Vice President,Neuberger Berman BD LLC,alessandro.hamada@nb.com,,Salesforce
10950556,Inactive Investor,Tara Contino,,"Prudential Annuities Distributors, Inc",tara.contino@prudential.com,,Salesforce
11056258,Inactive Investor,Farshad Sagarwala,,Citigroup Global Markets Inc.,,,Salesforce
10920134,Inactive Investor,Stacy Braun,,LPL Financial LLC Dickinson ND 683 State Ave,stacy.braun@lpl.com,,Salesforce
10614240,,Michael Gully,Financial Advisor,,mike.gully@wellsfargoadvisors.com,,List Import
10840236,Inactive Investor,Shannon Gaffney,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10766790,Inactive Investor,Amy Gillis,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,amy.gillis@ubs.com,,Salesforce
11021674,Inactive Investor,Joshua Crabill,Investment Advisor,Fisher Investments,,,Salesforce
10606462,,Craig Jensen,"Chief Compliance Officer, Member, Portfolio Manager, Private Wealth Advisor",Round Rock Advisors LLC,cjensen@roundrockadvisors.com,203-920-4774,
11154487,Inactive Investor,Todd Wilkinson,,"Cambridge Investment Research, Inc. Prairie Du Chien WI Private Residence",,,Salesforce
10889833,Inactive Investor,Donna Binion,StockBroker,Sanders Morris LLC,donna.binion@smhgroup.com,,Salesforce
10888024,Inactive Investor,Florencio Vega,,Fidelity Brokerage Services LLC Thousand Oaks CA 111 S Westlake Blvd,florencio.vega@fmr.com,,Salesforce
10771592,Inactive Investor,Judy Ruiz,Senior Client Specialist,Robert W. Baird & Co. Incorporated Roseville CA 1400 Rocky Ridge Dr,jruiz@rwbaird.com,,Salesforce
9571446,,Walter Clark,,,walterclark81@gmail.com,,List import
10839646,Inactive Investor,Andrew Howat,,PFS Investments Inc. Duluth MN 319 W Superior St,andrew.howat@primerica.com,,Salesforce
10488441,,Carl Baggett,"Chief Compliance Officer, Managing Partner","3B Capital Management, LP",cbaggett@3b-capital.com,,List Import
11135360,Inactive Investor,Milind Pasari,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Surya Capital, LLC",,,Salesforce
10825595,Inactive Investor,Barbara Sourjohn,,"Pensionmark Securities, LLC Morrow OH 10 Miranda St",barbara.sourjohn@pensionmark.com,,Salesforce
234934,, -,,[[Unknown]],jclin.2020@gmail.com,,
9630776,,Onur Öznalbant,,,ooznalbant@gmail.com,,List import
9605387,,Patrick McGinnis,,,mcginnis@penntrust.com,,List import
9599714,,Felix C,,,pfung.chiu@me.com,,List import
11082930,Inactive Investor,Miranda Holman,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",miranda.holman@wellsfargoadvisors.com,,Salesforce
224943,,Kevin Worth,,[Unknown],kworth@coindesk.com,,Event
11260839,Inactive Investor,Thomas Lydon,Director,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",thomas.lydon@nm.com,,Salesforce
11174142,Inactive Investor,David Mcneish,Managing Member,"Laurel Wealth Advisors, LLC Charlotte NC 309 S Laurel Ave",,,Salesforce
11154446,Inactive Investor,James Bingham,,Nicol Investors Corporation Springfield MO 2200 E Sunshine St,jbingham@nicolfinancial.com,,Salesforce
10887824,Inactive Investor,Martin Katrein,Financial Advisor,"Per Stirling Capital Management, LLC Dallas TX 17304 Preston Rd",martykatrein@perstirling.com,,Salesforce
11000359,Inactive Investor,Robert Trerotola,,"Transamerica Financial Advisors, Inc Port Jefferson Station NY 200 Wilson St",robert.trerotola@tfaconnect.com,,Salesforce
9550755,,Shey Tovar,,,sheyshey@gmail.com,,List import
10972594,Inactive Investor,Luke Winslow,Associate,Edward Jones Wilmington NC 4032 Masonboro Loop Rd,,,Salesforce
9612720,,Bk Crypto,,,bk.crypto17@gmail.com,,List import
10816394,Inactive Investor,Charles Wilmoth,Financial Advisor;Senior Vice President,Morgan Stanley San Francisco CA 101 California St,charles.wilmoth@morganstanley.com,,Salesforce
228390,, -,,[[Unknown]],george.wilson17@hotmail.com,,Organic Search
10903847,Inactive Investor,Holly Eaton,Financial Advisor,Edward Jones Southlake TX 241 E Southlake Blvd,eaton@edwardjones.com,,Salesforce
10835581,Inactive Investor,Sun Kim,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",sun.kim@ml.com,,Salesforce
11230652,Inactive Investor,Thomas Houlihan,Client Service Associate;Client Service Coordinator,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",thomas.houlihan@ampf.com,,Salesforce
9541308,,Alfonso Gonzalez,,,ponchitoa1205@gmail.com,,List import
10949167,Inactive Investor,Steven Clark,Financial Advisor,Bison Advisors Atlanta GA 3355 Lenox Rd NE,steve@bisonria.com,,Salesforce
234684,, -,,[[Unknown]],siddiqulhaqq67@gmail.com,,Paid Search
10658119,,Maribeth Faland,,,maribeth.faland@ms.com,,List Import
10801020,Inactive Investor,David Tuebner,Financial Planning Specialist;First Vice President;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,david.tuebner@morganstanley.com,,Salesforce
11172378,Inactive Investor,Rory Cohoon,Private Banker,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,rory.m.cohoon@jpmorgan.com,,Salesforce
10926388,Inactive Investor,Michael Franck,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",,,Salesforce
11196893,Inactive Investor,William Martin,Financial Advisor,LPL Financial LLC Austin TX 312 Medical Pkwy,,,Salesforce
9591998,,Imam Subarkah,,,sbrkh.creator@gmail.com,,List import
10756886,Inactive Investor,Rand Beech,Client Service Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,rand.beech@morganstanley.com,,Salesforce
9587780,,Neil Nakagawa,,,neiln@tpfg.com,,List import
10784890,Inactive Investor,Michael Gomez,Senior Wealth Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. Thornwood NY 1022 Broadway,michael.gomez@citi.com,,Salesforce
10885298,Inactive Investor,Evan Hand,,"Truist Investment Services, Inc. Reading PA 1340 Broadcasting Rd",evan.hand@truist.com,,Salesforce
10621692,,Michael Moriarty,,,mmoriarty@teewinotfunds.com,,List import
10894658,Inactive Investor,Jeremy Frantz,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Brookfield WI 2255 N Calhoun Rd,jeremy.r.frantz@jpmorgan.com,,Salesforce
10827093,Inactive Investor,Jesse Burnett,Associate Vice President;Financial Advisor,Morgan Stanley Manchester NH 1155 Elm St,jesse.burnett@morganstanley.com,,Salesforce
194330,,Michael Russ,Investment Advisor Representative,"World Trend Financial Planning Services, Ltd.",mruss@tld-inc.com,319-364-3041,
10829465,Inactive Investor,Scott Bylsma,Financial Advisor;Investment Officer;Senior Portfolio Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",scott.bylsma@wellsfargoadvisors.com,,Salesforce
10808981,Inactive Investor,Kenneth Beer,,MWA Financial Services Inc. Rapid City SD 809 South St,kenneth.a.beer@mwarep.org,,Salesforce
10949225,Inactive Investor,Alec Garza,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11144521,Inactive Investor,Craig Keller,Managing Director;Senior Advisor,"Litman Gregory Wealth Management, LLC",craig.keller@lgam.com,,Salesforce
10887425,Inactive Investor,McKensey Bainbridge,Senior Supervisory Principal,LPL Financial LLC Albuquerque NM Private Residence,mckensey.bainbridge@lpl.com,,Salesforce
11093795,Inactive Investor,Elisabeth Poore,,"Raymond James Financial Services, Inc. Midlothian VA 13925 Coalfield Commons Pl",elisabeth.poore@raymondjames.com,,Salesforce
10786992,Inactive Investor,Mary Juliet Manavalan,Premier Relationship Officer;Vice President,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,mary.juliet.d.manavalan@us.hsbc.com,,Salesforce
10966570,Inactive Investor,Derek Van Solkema,,Advance Capital Management Inc Lisle IL 4225 Naperville Rd,dvansolkema@acadviser.com,,Salesforce
10891131,Inactive Investor,Gelian Ramos Arguello,Relationship Banker,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",,,Salesforce
10820207,Inactive Investor,James Gregga,Financial Advisor;Vice President,Morgan Stanley Barrington IL 760 W Main St,james.gregga@morganstanley.com,,Salesforce
9640914,,Thomas Woodbury,,,thomas.woodbury@upenn.edu,,List import
11012119,Inactive Investor,Jamie Via,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",jlvia@firstcommand.com,,Salesforce
11156326,Inactive Investor,Linda Dial,Financial Advisor;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",lyn.dial@benjaminfedwards.com,,Salesforce
10994036,Inactive Investor,Han Freimuth,,J.P. Morgan Securities LLC Suwanee GA 3695 Peachtree Pkwy,han.k.freimuth@chase.com,,Salesforce
10866727,Inactive Investor,Jake Smith,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jake.smith@tiaa.org,,Salesforce
11138834,Inactive Investor,Gordon Richardson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",gordon_richardson@ml.com,,Salesforce
10648177,,David Baysinger,,,dbaysinger@wealthsource.com,,List Import
10778995,Inactive Investor,Keegan Hennessy,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,mike.hennessy@ubs.com,,Salesforce
9624035,,Vitus Chen,,,joilo789456@gmail.com,,List import
9593111,,SAMER HIJAZI,,,samerron@gmail.com,,List import
10748915,,Rishi Arora,,,rishiarora313@gmail.com,6308633313,Web Form Fillout
11187681,Inactive Investor,Elizabeth Massman,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
11168055,Inactive Investor,Grace Reitz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11076121,Inactive Investor,Alexandra Adams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10995208,Inactive Investor,Abby Lambert,Relationship Banker,"Wells Fargo Clearing Services, LLC Billings MT 3039 Grand Ave",,,Salesforce
11007826,Inactive Investor,Meghan Fitzgerald,,LPL Financial LLC Winter Park FL 120 S Park Ave,meghan.fitzgerald@lpl.com,,Salesforce
11187712,Inactive Investor,Jungmin Yu,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",tiffany.yu@ml.com,,Salesforce
10791065,Inactive Investor,Jonathan Morse,Financial Advisor,"Wells Fargo Clearing Services, LLC Springfield MO 1720 E Bradford Pkwy",jonathan.morse@wellsfargoadvisors.com,,Salesforce
9559364,,Arnaud Bergeron,,,bergerona62@gmail.com,,List import
10868392,Inactive Investor,Michael Sherman,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Staten Island NY Private Residence",michael.sherman@mutualofomaha.com,,Salesforce
10846470,Inactive Investor,Hugh Ditzler,Chief Compliance Officer;President;Senior Vice President - Sales,Ditzler & Company,,,Salesforce
10786737,Inactive Investor,Frank Smith,Financial Advisor;Vice President,"Sorrento Pacific Financial, LLC Vacherie LA 2785 Hwy 20",fsmith@mybd.com,,Salesforce
10926819,Inactive Investor,David Rolle,,"Allstate Financial Services, LLC Edmond OK 16608 N Western Ave",drolle@allstate.com,,Salesforce
10999435,Inactive Investor,Jacob Bennatt,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,jacob.bennatt@jpmorgan.com,,Salesforce
9633865,,Hwirae Cho,,,kk9kk9kk@naver.com,,List import
10778205,Inactive Investor,Kit Carter,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,kcarter@rwbaird.com,,Salesforce
10946379,Inactive Investor,David Van Osdol,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,david.vanosdol@fmr.com,,Salesforce
3928112,,Emeka Enu,,,emeka.enu@gmail.com,,Web Form Fillout
11023873,Inactive Investor,Taylor Griffin,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",taylor.griffin@ml.com,,Salesforce
11208840,Inactive Investor,Dmitriy Voronin,,Thrivent Investment Management Inc. Minneapolis MN 11990 Aberdeen St NE,dmitriy.voronin@thrivent.com,,Salesforce
10905136,Inactive Investor,Marci Wickham,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Brush CO 1627 Edison St,marci.wickham@lpl.com,,Salesforce
11016651,Inactive Investor,Daniel Massow,,"Raymond James Financial Services, Inc. Mesa AZ 1635 N Greenfield Rd",daniel.massow@raymondjames.com,,Salesforce
11230501,Inactive Investor,Kevin Bernhardt,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10646244,,Arthur Harter,,,arthur.harter@morganstanley.com,,List Import
11083247,Inactive Investor,Andrea Coladarci,Financial Advisor,"Pinnacle Investments, LLC Morristown NJ 55 Madison Ave",acoladarci@pinnacleinvestments.com,,Salesforce
10847774,Inactive Investor,Jonathan Lieber,Vice President - Investments,"Raymond James & Associates, Inc. Boulder CO 1881 9th St",jon.lieber@raymondjames.com,,Salesforce
9572493,,Bonnie Petrenko,,,bonnie_petrenko@hotmail.com,,List import
231983,, -,,[[Unknown]],pamboj882@gmail.com,,Organic Search
10762146,Inactive Investor,James Millsap,Financial Advisor,Edward Jones Ada OK 931 Arlington St,michael.millsap@edwardjones.com,,Salesforce
9570523,,Christian Lange,,,clange@shumwaycapital.com,,List import
11158265,Inactive Investor,Kathryn Kurzrock,,"Cambridge Investment Research, Inc. Rochester NY 1882 Winton Rd S",,,Salesforce
11143480,Inactive Investor,Arielle Conrad,,J.P. Morgan Securities LLC Apache Junction AZ 1148 W Apache Trl,arielle.conrad@jpmorgan.com,,Salesforce
10983229,Inactive Investor,Hunter Plaisted,,Edward Jones Toccoa GA 2454 Hwy 17 Alt,,,Salesforce
11082586,Inactive Investor,Blaize Kreuger,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,blaize.kreuger@fidelity.com,,Salesforce
10606484,,Jason Prew,"Branch Sales Manager, Financial Representative","Bankers Life Advisory Services, Inc.",jason.prew@bankerslife.com,631-463-7497,
9624453,,Amanuel Yonas,,,mramanuel.yonas@gmail.com,,List import
348059,,Tara Inglese,Managing member,"Nyes Ledge Capital Management, Llc",tinglese@nyesledge.com,617-350-5080,Manual List Upload
10891007,Inactive Investor,Eric Pfoutz,Financial Advisor,Edward Jones Middletown MD 100 Middletown Pkwy,eric.pfoutz@edwardjones.com,,Salesforce
11036046,Inactive Investor,Maxwell Galbraith,,"Muriel Siebert & Co., LLC Seal Beach CA 3020 Old Ranch Pkwy",mgalbraith@siebertnet.com,,Salesforce
10795823,Inactive Investor,Todd Mulligan,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Wellesley Hills MA 112 Worcester St,todd.mulligan@morganstanley.com,,Salesforce
10811502,Inactive Investor,Thomas Arnold,,State Farm VP Management Corp. Fairfax VA 9685 Main St,andy.arnold.le0b@statefarm.com,,Salesforce
11008249,Inactive Investor,Drew George,,"MML Investors Services, LLC",,,Salesforce
10762797,Inactive Investor,Scott McGraw,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",scott_mcgraw@ml.com,,Salesforce
69615,,George St. Bonore,,Eagle Strategies LLC,gastbonore@ft.newyorklife.com,419-898-7655,
11190022,Inactive Investor,Lauren Schmidt,,"Northwestern Mutual Investment Services, LLC Olathe KS 17795 W 106th St",lauren.schmidt@nm.com,,Salesforce
10998608,Inactive Investor,Darryl Hicks,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",dhicks@nationallife.com,,Salesforce
10940865,Inactive Investor,Adam Jaehnke,Associate Vice President,"Stifel, Nicolaus & Company, Incorporated La Crosse WI 201 Main St",jaehnkea@stifel.com,,Salesforce
10968445,Inactive Investor,Grace Seymour,,LPL Financial LLC Nashville TN Private Residence,grace.seymour@lpl.com,,Salesforce
10867745,Inactive Investor,Yunsun Rhee,,Cetera Advisors LLC Oakdale CA Private Residence,catherine.rhee@ceteraadvisors.com,,Salesforce
10647658,,Cynthia Malmgren,,,cynthia.malmgren@wfadvisors.com,,List Import
10919827,Inactive Investor,Michael Baxter,,"Farmers Financial Solutions, LLC Santa Cruz CA 730 Mission St",mbaxter@farmersagent.com,,Salesforce
11189436,Inactive Investor,Timothy Shea,Senior Vice President;Wealth Advisor;Wealth Manager,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,timothy.shea@lpl.com,,Salesforce
9646643,,cleveland3520042003@gmail.com Delaney,,,cleveland3520042003@gmail.com,,List import
11142670,Inactive Investor,Lindsey Peters,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",lindsey_j_peters@ml.com,,Salesforce
10994341,Inactive Investor,Jeremy Kuptsow,,Vanguard Marketing Corporation,jeremy_kuptsow@vanguard.com,,Salesforce
10613788,,John Reynolds,"Financial Advisor, First Vice President - Investments",,carey.reynolds@wellsfargoadvisors.com,,List Import
157504,,Jason Pancis,,[Unknown],jason.pancis@envisionblockchain.com,,Organic Search
11003344,Inactive Investor,John Martinek,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9588822,,Douglas Anderson,,,danderson@icecanyon.com,,List import
9638408,,Mark Bennett,,,mark.bennett@sce.com,,List import
220561,,Kelvin Tomes,,[Unknown],tomesk@gmail.com,,Direct
11184568,Inactive Investor,John Henson,,Park Avenue Securities LLC Oxford MS 1106 N Lamar Blvd,john_henson@glic.com,,Salesforce
9553603,,C T,,,christhompsonsm@gmail.com,,List import
9642456,,J Mulqueen,,,jmulqueen@cox.net,,List import
10997305,Inactive Investor,Angela Acevedo-Lopez,,J.P. Morgan Securities LLC Brooklyn NY 798 Manhattan Ave,,,Salesforce
10936473,Inactive Investor,Ellen Boyce,,"The Investment Center, Inc. Hanover PA 856 Baltimore St",ellenboyce@investmentctr.com,,Salesforce
181806,,Marcel Šintaj,,Marcel Å intaj,marcel.sintaj@novycas.sk,,Paid Social
9622782,,paul cera,,,paulcerasuolo3@gmail.com,,List import
11161815,Inactive Investor,Mike Toledo,,Snowden Account Services LLC,mtoledo@snowdenlane.com,,Salesforce
11085590,Inactive Investor,Lisa Skowron,,"Empower Financial Services, Inc",lisa.skowron@empower.com,,Salesforce
10887872,Inactive Investor,John Ryce,,State Farm VP Management Corp. Wexford PA 10475 Perry Hwy,,,Salesforce
10753101,Inactive Investor,Matthew McGovern,Financial Advisor,"Ameriprise Financial Services, LLC Lutherville Timonium MD 9515 Deereco Rd",matthew.2.mcgovern@ampf.com,,Salesforce
231188,, -,,[[Unknown]],bbrum@msn.com,,
11178114,Inactive Investor,Mary Lennox,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",mary.lennox@tfaconnect.com,,Salesforce
10967050,Inactive Investor,Zhexuan Lai,,Wedbush Securities Inc. New York NY 142 W 57th St,zhexuan.lai@wedbush.com,,Salesforce
11174189,Inactive Investor,Hannah Whatley,Financial Advisor,"Rather & Kittrell, Inc.",hwhatley@rkcapital.com,,Salesforce
11066307,Inactive Investor,Sara Kermenski,,"Cambridge Investment Research, Inc. Marlboro VT Private Residence",,,Salesforce
11150768,Inactive Investor,Bryant Casperson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9570020,,Brant Behr,,,behrb@concord-management.com,,List import
11074495,Inactive Investor,Daniel Kwon,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,daniel.kwon@jpmorgan.com,,Salesforce
11160120,Inactive Investor,Thomas Catanese,Private Wealth Advisor;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",thomas.catanese@ml.com,,Salesforce
9545879,,Mark Schmid,,,markschmid5@gmail.com,,List import
11056246,Inactive Investor,Camden Miller,,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",camden.miller@ampf.com,,Salesforce
208555,,Maarten P,,[Unknown],maartenpieters@gmail.com,,
10974860,Inactive Investor,Tracy North,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10962883,Inactive Investor,Andrew Karrmann,,"Principal Securities, Inc. Elkhorn NE 18205 Capitol Ave",karrmann.andrew@principal.com,,Salesforce
11124749,Inactive Investor,David Webster,,"American Portfolios Financial Services, Inc. Galesburg IL 2505 Costa Dr",,,Salesforce
10656645,,Kevin Stout,,,kevin.stout@fmr.com,,List Import
11200461,Inactive Investor,Dominic Garcia,Member;President;Wealth Manager,"Rochester Wealth Strategies, LLC",garcia@rochesterwealthstrategies.com,,Salesforce
10531761,,Stefan Brinaru,Project lead,BNPPAM,stefan.brin@gmail.com,781421288,List Import
10763594,Inactive Investor,Monique Karpen-Titlemore,Investment Associate,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,monique.karpentitlemore@ubs.com,,Salesforce
9590424,,Derian Gray,,,gshad81@gmail.com,,List import
10943155,Inactive Investor,Michael Miller,,Vanguard Marketing Corporation,,,Salesforce
10760394,Inactive Investor,Julie Ziegler,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 2451 15th St NW",julie.a.ziegler@ampf.com,,Salesforce
43924,,Mary Tanner,"Private Wealth Advisor, Senior Vice President, Vice President","Synovus Securities, Inc.",maggietanner@synovus.com,504-458-5229,
9588345,,Adam Fuller,,,fuller@homrichberg.com,,List import
10969452,Inactive Investor,Broc Larsen,,"Farmers Financial Solutions, LLC Sacramento CA 8950 Cal Center Dr",,,Salesforce
11050782,Inactive Investor,Nathan Rollins,,Commonwealth Financial Network Brentwood TN 611 Hunters Ln,nrollins@commonwealth.com,,Salesforce
11051702,Inactive Investor,Kimberly Grayson,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
9543420,,Brett Greenig,,,brett.greenig@purefinancial.com,,List import
11190586,Inactive Investor,Nicolaas Letschert,Chief Compliance Officer;Chief Executive Officer;Founder;Portfolio Manager;Relationship Manager,Noesis Capital Management Corp,nletschert@noesis-capital.com,,Salesforce
11067067,Inactive Investor,Donald Cox,,"Farmers Financial Solutions, LLC Oklahoma City OK 9205 N Western Ave",,,Salesforce
11183714,Inactive Investor,Laura Dang,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",laura.dang@bofa.com,,Salesforce
11044930,Inactive Investor,Laura Jacobs,Wealth Management Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,laura.gonzalez@ubs.com,,Salesforce
11093587,Inactive Investor,Bruce Billeter,Member,"Twenty Twenty Investment Advisors, LLC",bruceb@2020ia.com,,Salesforce
9635183,,Gary Zentner,,,gjz@morrisonadvisors.com,,List import
10360720,,David Prestwich,,,prestda2@gmail.com,,Web form fillout
10760292,Inactive Investor,Jonathan Grabel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,jonathan.grabel@ubs.com,,Salesforce
10357322,,George Lewin-Smith,,,george.lewin-smith@gs.com,,Web Form Fillout
10763039,Inactive Investor,Leo Connolly,Financial Advisor,Edward Jones Randolph VT 47 VT Rte 66,leo.connolly@edwardjones.com,,Salesforce
11071062,Inactive Investor,Michael Barta,Financial Advisor,LPL Financial LLC Cardiff by the Sea CA 2132 Sea Village Cir,michael.barta@lpl.com,,Salesforce
11157698,Inactive Investor,Carrie Sigler,Financial Advisor,Horizon Financial,csigler@horizonfinancial.net,,Salesforce
344456,,Andrew Hendel,Senior Analyst,Dynamic Beta Investments Llc,andrew@beachheadcapital.com,646-837-7030,Manual List Upload
11182342,Inactive Investor,Michael Powers,Chief Compliance Officer;Financial Planner;Founder;Member;Owner,Manuka Financial,,,Salesforce
9629395,,Junney Kang,,,cavaliersjunney@gmail.com,,List import
218931,,Samara Ben-Reuven,,[Unknown],samarabenreuven@gmail.com,,Direct
10796632,Inactive Investor,Gaspare Cerullo,,"Avantax Investment Services, Inc. Elmsford NY 570 Taxter Rd",,,Salesforce
10854508,Inactive Investor,Erin Gibbons,Chief Operations Officer;Executive Director,United Asset Strategies Inc.,,,Salesforce
10964139,Inactive Investor,Jamie Streets,Associate,Edward Jones Front Royal VA Private Residence,jamie.streets@edwardjones.com,,Salesforce
11011498,Inactive Investor,Robert Weliver,,J.P. Morgan Securities LLC Bloomington IN 100 S College Ave,robert.t.weliver@jpmorgan.com,,Salesforce
10877382,Inactive Investor,Alyssa Dotson,Financial Advisor,Edward Jones Cleburne TX 217 N Ridgeway Dr,alyssa.dotson@edwardjones.com,,Salesforce
11059816,Inactive Investor,Lloyd Noland,Client Strategist,Brown Advisory Charlottesville VA 410 E Water St,lnoland@brownadvisory.com,,Salesforce
10509919,,Caren Paradise Kohl,"Senior Sales Director, Digital Distribution",VettaFi,caren.paradise@vettafi.com,,List Import
11101077,Inactive Investor,John Liles,Financial Advisor;Owner,"John H. Liles, CFP",,,Salesforce
10762718,Inactive Investor,Kevin Jaggie,Branch Manager,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",kevin.jaggie@wellsfargoadvisors.com,,Salesforce
212526,,Jason Carter,Financial Consultant,Thrivent Investment Management Inc.,jason.carter@thrivent.com,219-462-1411,
10955992,Inactive Investor,Dione Jones,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,dione.jones@fmr.com,,Salesforce
9598225,,Denis Kalenja,,,denis.kalenja@redreefadvisors.com,,List import
10993128,Inactive Investor,Caleb Sorm,,J.P. Morgan Securities LLC Chelmsford MA 50 Drum Hill Rd,caleb.sorm@jpmorgan.com,,Salesforce
244180,,Marc Cabezas,Executive Director of M&A,High Tower Advisors LLC,mcabezas@hightoweradvisors.com,18454062540,Manual List Upload
9567238,,Matt Darney,,,darney_matt@yahoo.com,,List import
11183105,Inactive Investor,Samuel Kuver,,"Allstate Financial Services, LLC College Station TX 12901 FM 2154 Rd",samuelkuver@allstate.com,,Salesforce
11146342,Inactive Investor,Alyssa Yocom,Shareholder;Vice President;Wealth Manager,Schultz Financial Group Incorporated,ayocom@sfginc.com,,Salesforce
10488196,,Charles Esquivel,"Financial Advisor, Senior Vice President",Morgan Stanley,charles.esquivel@morganstanley.com,,List Import
352179,,Jake Saba,Sales Partner,Alphacentric Advisors Llc,jake.saba@multifunds.com,787-334-1781,Manual List Upload
11222396,,David Krouth,,,david.krouth@cnr.com,,List Import
10906565,Inactive Investor,Todd Middleton,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,tlmiddleton@ft.newyorklife.com,,Salesforce
9586196,,Alex Veroude,,,alex.veroude@insightinvestment.com,,List import
183925,,Bernardo Campos,,[Unknown],berrcampos1@gmail.com,,Direct
9627883,,Kamran Malik,,,princekamran079@icloud.com,,List import
10788052,Inactive Investor,Donn Waite,,Park Avenue Securities LLC Portland OR 200 SW Market St,donn_waite@glic.com,,Salesforce
9613016,,Genine Dawczak,,,gdawczak@securitycapital.com,,List import
10829049,Inactive Investor,Christopher Moino,Financial Advisor;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,christopher.moino@morganstanley.com,,Salesforce
10808682,Inactive Investor,Jim Davis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",heath.davis@ml.com,,Salesforce
10867695,Inactive Investor,Angelo Oddo,Financial Advisor,"Raymond James & Associates, Inc. Melbourne FL 709 S Harbor City Blvd",angelo.oddo@raymondjames.com,,Salesforce
10759648,Inactive Investor,Robert Coleman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",robert_coleman@ml.com,,Salesforce
9565441,,Melissa Sanchez,,,msanchez@rwbaird.com,,List import
10948917,Inactive Investor,Skye Vasquez,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
9615410,,ian forman,,,ianmforman@gmail.com,,List import
10776189,Inactive Investor,Jack Habif,Financial Advisor,"Wells Fargo Clearing Services, LLC Pearl River NY 1 Blue Hill Plz",jack.habif@wellsfargoadvisors.com,,Salesforce
11205957,Inactive Investor,Jacob Springer,,"Raymond James Financial Services, Inc. Fayetteville AR 3878 N Crossover Rd",jacob.springer@raymondjames.com,,Salesforce
10913617,Inactive Investor,Stephano Delgado,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10803254,Inactive Investor,Thomas Vacheron,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",thomas_vacheron@ml.com,,Salesforce
11208911,Inactive Investor,Donald Robinson,Financial Advisor,"Vantage Point Financial, LLC",drobinson@vptfinancial.com,,Salesforce
9609172,,Erik Olson -,,,eolson509@gmail.com,,List import
11181838,Inactive Investor,Gerald Janosko,Financial Planner;Financial Services Executive;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10855192,Inactive Investor,Martin Demuth,,"FBL Marketing Services, LLC Hastings NE 813 W 2nd St",martin.demuth@fblfinancial.com,,Salesforce
11208405,Inactive Investor,Christy Maganzini,,"B.B. Graham & Company, Inc.",cmaganzini@bbgraham.com,,Salesforce
239148,,David Sills,,[Unknown],dsills@charter.net,,Direct
244160,,Brendan Harty,Financial Advisor,Harty Financial,brendan@hartyfinancial.com,19785000245,Manual List Upload
11033342,Inactive Investor,Jessica Boehm,,LPL Financial LLC Spring TX 9595 6 Pines Dr,jess.boehm@lpl.com,,Salesforce
10963963,Inactive Investor,Brandi Moulder-Shearin,Client Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,brandi.moulder-shearin@ubs.com,,Salesforce
10133746,,Paulo Guerra,,,paulo.guerra.figueiredo@gmail.com,,Web Form Fillout
11161568,Inactive Investor,Samuel Riber,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",sam.riber@ml.com,,Salesforce
10912344,Inactive Investor,Heather Everette,,"Allstate Financial Services, LLC Phoenix AZ 15440 N 7th St",heathereverette@allstate.com,,Salesforce
10809798,Inactive Investor,John O'Leary,,"Equitable Advisors, LLC Meridian MS 2705 Old North Hills St",john.oleary@equitable.com,,Salesforce
10782063,Inactive Investor,Gerald Walters,,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,gerald.walters@ubs.com,,Salesforce
10797690,Inactive Investor,Deanne Soetenga,Associate Financial Advisor;Financial Planner,Robert W. Baird & Co. Incorporated,dsoetenga@rwbaird.com,,Salesforce
11101336,Inactive Investor,Patrick Weeks,,Epic Wealth Management LLC,,,Salesforce
10970063,Inactive Investor,Landon Thomas,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,,,Salesforce
11171670,Inactive Investor,Adrienne Mandt,Chief Compliance Officer;Vice President,"Arcus Capital Partners, LLC",adrienne.mandt@arcuscp.com,,Salesforce
11057871,Inactive Investor,Ainsley Morisseau Cantoral,,Fidelity Brokerage Services LLC,,,Salesforce
11095088,Inactive Investor,Ryan Gisclair,Financial Planner;Investment Advisor Representative;Managing Member,"Capital South Wealth Management, LLC",ryan@capitalsouthwm.com,,Salesforce
241729,,James Dunbavin,,[Unknown],james.dunbavin@gmail.com,,Direct
10907837,Inactive Investor,Risdon Woodard,Financial Advisor,LPL Financial LLC Minden LA 511 Main St,risdon.woodard@lpl.com,,Salesforce
347138,,Michael Nugent,"Partner, Managing Member",Rock Island Capital,nugent@rockislandcapital.com,630-413-9136,Manual List Upload
11066268,Inactive Investor,Stephen Horvath,,"Cambridge Investment Research, Inc. Tucson AZ 2030 E Speedway Blvd",,,Salesforce
10809556,Inactive Investor,Mark Chafee,Financial Advisor,"Brown, Lisle/Cummings, Inc.",mchafee@brownlc.com,,Salesforce
11058185,Inactive Investor,Sudana Bobatoon,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,sudana.bobatoon@primerica.com,,Salesforce
11070731,Inactive Investor,Craig Weyenberg,,"Cambridge Investment Research, Inc. Appleton WI N120 Main St",,,Salesforce
10613669,,Michael Hackett,Financial Advisor,,mhackett@mutualinc.com,,List Import
195430,,Harieesh Dharmadhas,,[Unknown],dharieesh@yahoo.in,,source
10505217,,Julian Hofschneider,FINANCIAL LITERACY & SERVICES PROFESSIONAL,WORLD FINANCIAL GROUP,julianuhofschneider@gmail.com,3609752283,List Import
237531,,Jeffrey Newman,,[[Unknown]],jeffrey.newman@gmail.com,,Organic Search
10618236,,Robert Stoltz,,,robert.stoltz@usbank.com,,List Import
11086068,Inactive Investor,Christopher Deacy,Financial Advisor,Edward Jones Lemont IL 15333 E 127th St,chris.deacy@edwardjones.com,,Salesforce
11083403,Inactive Investor,Soo Schreiber,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",s.schreiber@nm.com,,Salesforce
208604,,Bradley Curtsinger,,"Fifth Third Securities, Inc.",bradley.curtsinger@53.com,513-358-5925,
352608,,Larry Bowden,Executive Vice President,Stephens,lbowden@stephens.com,501-377-2000,Manual List Upload
10892639,Inactive Investor,Janet Garner,Financial Advisor,LPL Financial LLC League City TX 100 Perkins Ave,janet.garner@lpl.com,,Salesforce
11056922,Inactive Investor,Soyla Aguilera,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",soyla.aguilera@schwab.com,,Salesforce
10977564,Inactive Investor,Amy Getz,Financial Advisor;Senior Director,IRC Wealth,amy@ircwealth.com,,Salesforce
10802613,Inactive Investor,Peggy Phillips,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",peggy.phillips@ml.com,,Salesforce
10756667,Inactive Investor,Chelsea Nichols,Registered Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,chelsea.nichols@morganstanley.com,,Salesforce
8480958,,Matt Ma,,Pinnacel,vmmatt@gmail.com,,List Import
10646266,,David Estabrook,,,david.estabrook@raymondjames.com,,List Import
10889040,Inactive Investor,Aimee Capatanos,Financial Advisor,"Centennial Securities Company, Inc. Grand Rapids MI 5099 Division Ave S",aimee@centennialsec.com,,Salesforce
349321,,Michael Angelucci,Financial Advisor,"Level Financial Advisors, Inc.",mangelucci@levelfa.com,716-634-6113,Manual List Upload
11208178,Inactive Investor,Alicia Singer,Chief Compliance Officer;Managing Member;Principal;Private Wealth Manager,Singer Wealth Management,aliciasinger@singerwealthmanagement.com,,Salesforce
11204843,Inactive Investor,Buster Williams,,Stephens Dallas TX 200 300 Crescent Ct,buster.williams@stephens.com,,Salesforce
11190913,Inactive Investor,Charles Freund,Financial Advisor,LPL Financial LLC Indianapolis IN 8465 Keystone Xing,charlie.freund@lpl.com,,Salesforce
11052484,Inactive Investor,Newton Pendleton,Director;President,Rembert Pendleton Jackson,newton@rpjadvisors.com,,Salesforce
11072581,Inactive Investor,Paul Jackson,,J.P. Morgan Securities LLC Columbus OH 1650 Lockbourne Rd,,,Salesforce
11049079,Inactive Investor,Charlie Gipple,,"Brokers International Financial Services, LLC. Johnston IA 10505 Providence Dr",cgipple@brokersifs.com,,Salesforce
9618954,,Niwat Rueangkham,,,pukniwat280925@gmail.com,,List import
10833698,Inactive Investor,David Moss,Financial Advisor;Vice President,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,dmoss@janney.com,,Salesforce
10882684,Inactive Investor,Joseph Vu,,"VU Financial Services, Inc Glenview IL 2753 Manu Ct",,,Salesforce
11236066,Inactive Investor,Khalil Grant,Wealth Management Associate,Eton Advisors,khalil.grant@etonadvisors.com,,Salesforce
11003630,Inactive Investor,Shannon Age,Client Service Assistant,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,smage@rwbaird.com,,Salesforce
123213,,Patricia Dahl,Svp And CFO,Confluence Investment Management Llc,pdahl@confluenceim.com,314-743-5090,Manual List Upload
10891882,Inactive Investor,Felipe Machado,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",felipe.machado@ml.com,,Salesforce
11014426,Inactive Investor,Jenifer Koch,,"Allegheny Investments, Ltd.",jkoch@alleghenyfinancial.com,,Salesforce
11145287,Inactive Investor,Neil Napoleon,Financial Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,neil.napoleon@morganstanley.com,,Salesforce
10855486,Inactive Investor,David Fletcher,,PFS Investments Inc. Miami FL 13501 SW 128th St,david.fletcher@primerica.com,,Salesforce
10787580,Inactive Investor,Brian Daulton,,J.P. Morgan Securities LLC Tipp City OH 1281 W Main St,brian.p.daulton@chase.com,,Salesforce
9587377,,Dennis Nickson,,,dennis@nickson.biz,,List import
10656599,,Ruben Arce,,,ruben.arce@jpmorgan.com,,List Import
193709,,Arnold Ross,,[Unknown],mulstram@yahoo.com,,
226157,, -,,[[Unknown]],brownsugar4249@yahoo.com,,Initial Salesforce Import
9551242,,Matthew Owen,,,matthewowen00@gmail.com,,List import
9596841,,jay dowling,,,feanorgem@aol.com,,List import
10866789,Inactive Investor,Judith Patterson,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,judith.patterson@primerica.com,,Salesforce
10900894,Inactive Investor,Abby Smith,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita Falls TX 4245 Kemp Blvd",abby.e.smith@ml.com,,Salesforce
10487743,,Daniel Drake,,CAPTRUST,dan5643@yahoo.com,,List Import
11070936,Inactive Investor,Jervis Wong,Assistant Vice President;Portfolio Management Associate,Morgan Stanley,jervis.wong@morganstanley.com,,Salesforce
11119534,Inactive Investor,Carrie Fornof,Client Associate,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",carrie.fornof@wfadvisors.com,,Salesforce
11149022,Inactive Investor,Julius Gurlly,,Fidelity Brokerage Services LLC,,,Salesforce
11179972,Inactive Investor,Brittney Dick,Senior Client Service Associate,UBS Financial Services Inc. Atlanta GA 3280 Peachtree Rd NE,brittney.haynes@ubs.com,,Salesforce
10918551,Inactive Investor,Peter Williams,Financial Advisor,Edward Jones Plano TX 3608 Preston Rd,peter.williams@edwardjones.com,,Salesforce
9605660,,Yuko Yokota,,,countercyclicalintheunitedstate@hotmail.com,,List import
221695,,Tyler Montoya,,[Unknown],tmontoya@skybridge.com,,Paid Social
11084932,Inactive Investor,Ping Zhou,Head - Quantitative Investments;Managing Director,Neuberger Berman BD LLC,ping.zhou@nb.com,,Salesforce
11186056,Inactive Investor,Christopher Lirot,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christopher.lirot@fidelity.com,,Salesforce
10905526,Inactive Investor,Joseph Kennedy,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bradenton FL 1111 3rd Ave W",joe.kennedy@ampf.com,,Salesforce
10572576,,Lapiali Lapiali123,,,pialyayndea@gmail.com,,Web Form Fillout
10778679,Inactive Investor,David Okun,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9637791,,Mark Beretta,,,sanprop2020@gmail.com,,List import
9610898,,Ccc Cccc,,,patricko20@hotmail.com,,List import
10963149,Inactive Investor,James Lucey,,"Ameriprise Financial Services, LLC South Hadley MA 551 Newton St",james.lucey@ampf.com,,Salesforce
11228617,Inactive Investor,Kenny Biele,,J.P. Morgan Securities LLC Fort Lauderdale FL 1799 Bell Tower Ln,,,Salesforce
9610030,,Eileen Fowler,,,eileen.fowler1958@yahoo.com,,List import
10611280,,Pietro Razzino,Financial Advisor,,pietro.x.razzino@ampf.com,,List Import
10992301,Inactive Investor,Luis Rozon,,J.P. Morgan Securities LLC Portsmouth NH 1574 Woodbury Ave,luis.rozon@chase.com,,Salesforce
10886674,Inactive Investor,Raymond Sarinelli,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10826194,Inactive Investor,Noel Gallego,,"Allstate Financial Services, LLC Vallejo CA 4380 Sonoma Blvd",ngallego@allstate.com,,Salesforce
11010579,Inactive Investor,Rebecca Hupp,,PFS Investments Inc. Chalfont PA 31 Oak Ave,rhupp@primerica.com,,Salesforce
10965560,Inactive Investor,Stefan Lightfoot,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Livonia MI 29430 7 Mile Rd",stefan.lightfoot@ml.com,,Salesforce
123236,,John Flynn,Investment Advisor Representative,"Cwm, Llc",jflynn@carsoninstitutional.com,(978) 371-2551,
10645641,,Vivian Harrison,,,vivian.harrison@primerica.com,,List Import
11122396,Inactive Investor,Samuel Moody,,J.P. Morgan Securities LLC Pleasant Grove UT 4782 W Cedar Hills Dr,sam.moody@jpmorgan.com,,Salesforce
9591797,,Isabel Bohorquez,,,cristinab416@gmail.com,,List import
11149077,Inactive Investor,Lizanne Klatsky,,First Manhattan Securities LLC,lklatsky@firstmanhattan.com,,Salesforce
10923258,Inactive Investor,Michael Mistretta,,Cetera Financial Specialists LLC Sacramento CA 460 Drake Cir,,,Salesforce
10659987,,Jeffrey Huffman,,,a061304@allstate.com,,List Import
11162569,Inactive Investor,Daniel Wright,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",daniel.wright@empower.com,,Salesforce
370424,,Thomas Tyler,,retired  surgeon,ttyler114@gmail.com,9412237564,Salesforce
47171,,Michael Butterworth,,"SagePoint Financial, Inc.",mbutterworth@sagepointadvisor.com,,
11222635,,Jeffrey Johnson,,,jeffrey.johnson@pacerfinancial.com,,List Import
11192998,Inactive Investor,Robert David,Financial Advisor;Financial Planning Specialist;Fixed Income Specialist;Senior Portfolio Manager;Senior Vice President;Vice Pres,Morgan Stanley Columbus GA 945 Broadway,r.kendrick.david@morganstanley.com,,Salesforce
11182443,Inactive Investor,Jay Shein,Chief Investment Officer;Co-Chief Investment Officer;Strategist;Vice President,"Compass Financial Group, Inc.",,,Salesforce
11174134,Inactive Investor,Peter Bjelopetrovich,Advisor;Founder;Managing Partner,"Mindset Wealth Management, LLC",,,Salesforce
9639467,,Scott Davis,,,scdavis@inprs.in.gov,,List import
11080560,Inactive Investor,Kristen Ginzel,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",kristen.ginzel@schwab.com,,Salesforce
9631911,,Mike Jacoutot,,,mjacoutot@spirehc.com,,List import
10970208,Inactive Investor,Jesse Kneiss,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
11153345,Inactive Investor,Nader Issa,Financial Advisor,"MML Investors Services, LLC San Jose CA 950 S Bascom Ave",nissa@financialguide.com,,Salesforce
10962012,Inactive Investor,Philip Hagen,,"Bakkt Brokerage, LLC Portland OR 4949 S Macadam Ave",,,Salesforce
10762923,Inactive Investor,Benjamin Miller,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",ben.miller@nm.com,,Salesforce
10611970,,Eileen Suppo-Nott,Financial Advisor,,eileen.nott@voyafa.com,,List Import
11114493,Inactive Investor,Christopher Accinelli,Family Wealth Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President;Wealth Advisor,Morgan Stanley Annapolis MD 410 Severn Ave,chris.accinelli@ms.com,,Salesforce
10941585,Inactive Investor,Sasa Prcic,,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
11011674,Inactive Investor,Ricardo Goytia,Chief Compliance Officer,Select Advisory Group Inc San Juan 322 Ave de Diego,,,Salesforce
9607266,,Lori Guidos,,,loriguidos@gmail.com,,List import
10597570,,Gray Scale,,,ruqayyaayaan@gmail.com,,Web Form Fillout
10488249,,Courtney Watson,,"U.S. Capital Wealth Advisors, LLC",cspearw@gmail.com,,List Import
223239,,Florencio De Jesus,Analyst,FDJ  CAPITAL LLC,tino082400@yahoo.com,,
170149,,Bin Cai,,[Unknown],imcaibin@gmail.com,,Organic Search
9558299,,Jesse Pope,,,jessepope98@gmail.com,,List import
11189277,Inactive Investor,Meghan Schneible,Branch Owner;Financial Advisor;Manager,Lincoln Investment Fairport NY 100 Cross Keys Office Park,mschneible@lincolninvestment.com,,Salesforce
11080721,Inactive Investor,Timothy Rial,Investment Advisor Representative,"Osaic Wealth, Inc. Carroll IA 712 Simon Ave",,,Salesforce
10993852,Inactive Investor,Kristen Winter,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",kristen.winter@tfaconnect.com,,Salesforce
9586317,,Benjamin Dominge,Group Vice President - Human Resources,Fisher Investments,b.dominge@fi.com,,List import
9606729,,Nicholas Williams,,,nickcryptwilliams@gmail.com,,List import
10949095,Inactive Investor,Brendin Flynn,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10613253,,Kevin Halpin,"Senior Financial Advisor, Vice President",,kevin_halpin@ml.com,,List Import
10814575,Inactive Investor,Matthew Foley,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,matthew.foley@ubs.com,,Salesforce
10934714,Inactive Investor,Joseph Morgan,,J.P. Morgan Securities LLC Orange CA 102 N Glassell St,joseph.morgan@jpmorgan.com,,Salesforce
10988067,Inactive Investor,Elizabeth Stilley,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",,,Salesforce
205269,,Misch M,,[Unknown],misch.mathes@gmail.com,,Organic Search
11036524,Inactive Investor,Molly Mcgill,,State Farm VP Management Corp. Colorado Springs CO 13540 Northgate Estates Dr,,,Salesforce
10969972,Inactive Investor,John Craner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",john.craner@ml.com,,Salesforce
10794158,Inactive Investor,Ernesto Angueira,Managing Director - Wealth Management,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",ernesto.angueira@raymondjames.com,,Salesforce
10795926,Inactive Investor,Melinda Carter,,Hilltop Securities Inc. Memphis TN 5350 Poplar Ave,melinda.carter@hilltopsecurities.com,,Salesforce
10919533,Inactive Investor,Anthony Pooler,,Park Avenue Securities LLC Lexington KY 710 E Main St,anthony_pooler@glic.com,,Salesforce
10783984,Inactive Investor,Marcia Mazingo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",marcia_mazingo@ml.com,,Salesforce
11198616,Inactive Investor,Janet Galloway,Owner,Integrated Advisors Network LLC Southern Pines NC 225 N Bennett St,,,Salesforce
11175812,Inactive Investor,John Byler,,"Raymond James Financial Services, Inc. Millersburg OH 161 N Washington St",john.byler@raymondjames.com,,Salesforce
10795303,Inactive Investor,Duane Bolpa,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 17225 El Camino Real",duane_bolpa@ml.com,,Salesforce
10977071,Inactive Investor,Nicholas Yaw,Financial Advisor,"OneAmerica Securities, Inc. Cuyahoga Falls OH 275 Graham Rd",nicholas.yaw@oneamerica.com,,Salesforce
11014452,Inactive Investor,Henry Nagler,,Deutsche Bank Securities Inc.,henry@deutschewealth.com,,Salesforce
10916118,Inactive Investor,Patrick Freeman,,D.A. Davidson & Co. Coeur D'Alene ID Private Residence,,,Salesforce
10765476,Inactive Investor,Ross Henderson,Financial Advisor,Edward Jones Indianapolis IN 8440 Woodfield Crossing Blvd,ross.henderson@edwardjones.com,,Salesforce
11151814,Inactive Investor,Derek Foster,,"Raymond James Financial Services, Inc. Orlando FL 720 Rugby St",derek.foster@raymondjames.com,,Salesforce
10854624,Inactive Investor,Mark Blackburn,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,mark.blackburn@fidelity.com,,Salesforce
11070066,Inactive Investor,Allen Chen,Private Client Banker;Vice President,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,allen.chen@jpmorgan.com,,Salesforce
11203502,Inactive Investor,Elizabeth Smith,,Stonex Securities Inc. Huntsville AL 401 Holmes Ave NE,,,Salesforce
10837597,Inactive Investor,Thomas Taylor,Chief Compliance Officer;Founder;Managing Member;Owner;Principal,Chesapeake Financial Advisors Towson MD 401 Jefferson Ave,tom@peakeadvisors.com,,Salesforce
10928444,Inactive Investor,Andrey Korotkov,,Fidelity Brokerage Services LLC Henderson NV 27 Candlewyck Dr,andrey.korotkov@fidelity.com,,Salesforce
10981782,Inactive Investor,Aaron Herrscher,,"Financial Sense Securities, Inc.",aaron.herrscher@financialsense.com,,Salesforce
10874045,Inactive Investor,Ann Beard,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Bowling Green KY 3240 Louisville Rd",ann.beard@usbank.com,,Salesforce
58743,,Thomas Knight,,Sowell Management,thomas@sowellmanagement.com,501-219-2434,
9606027,,Jim Anthony -,,,jamesbanthony@hotmail.com,,List import
10780093,Inactive Investor,Daniel Jensen,Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",dan.jensen@schwab.com,,Salesforce
11111824,Inactive Investor,Christine Abbott,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,christine.abbott@ubs.com,,Salesforce
9636369,,Robert Pavey,,,rpavey@cfund.org,,List import
11140320,Inactive Investor,Athanie Leeviraphan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11050452,Inactive Investor,Patrick Swift,Vice President;Wealth Advisor,Amplius Wealth Advisors,pswift@ampliuswealth.com,,Salesforce
9592328,,Bryan Bacon,,,bdb2@ntrs.com,,List import
10757133,Inactive Investor,Raymond Mockmore,,"Thoroughbred Financial Services, LLC",rlmockmore@thoroughbredfinancial.com,,Salesforce
10608232,,Glenn Nelson,,,nelson@432fundamentalholding.com,,Web Form Fillout
11169209,Inactive Investor,Ralph Seifer,Financial Advisor,Edward Jones Torrance CA 3528 Torrance Blvd,ralph.seifer@edwardjones.com,,Salesforce
10999684,Inactive Investor,Ya Ting Pan,,J.P. Morgan Securities LLC New York NY 231 Grand St,ting.pan@jpmorgan.com,,Salesforce
10488242,,Franklin Matute,"Financial Advisor, Wealth Manager","RoseRock Wealth Management, LLC",fmatute101@gmail.com,,List Import
11060836,Inactive Investor,Alexander Morawski,Financial Advisor,Edward Jones Denver CO 3801 E Florida Ave,alexander.morawski@edwardjones.com,,Salesforce
11084432,Inactive Investor,Gary Greenberg,Chief Compliance Officer;Owner,Gary L. Greenberg,,,Salesforce
9635389,,Marisol Algarin,,,malgarin@provwealth.com,,List import
11123443,Inactive Investor,Kevin Henneman,Financial Advisor,"Ameriprise Financial Services, LLC Phoenix MD 3312 Paper Mill Rd",kevin.henneman@ampf.com,,Salesforce
339561,,Kallie Hapgood,"Managing Director,Head, Investor Relations","Gridiron Capital, Llc",khapgood@gridironcapital.com,203-972-1100,Manual List Upload
11017121,Inactive Investor,Kody Shaw,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",kody.shaw@nm.com,,Salesforce
11098704,Inactive Investor,Lloyd Miller,Vice President - Investments,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",james.miller@raymondjames.com,,Salesforce
11201127,Inactive Investor,Bert Miller,Chief Compliance Officer;Managing Member;Managing Principal,"Miller Wealth Advisors, LLC Ridgway CO 45 Whitehouse Vista Pl",bmiller@miller-wealthadvisors.com,,Salesforce
10838314,Inactive Investor,Kelene Skrypek,Director - Investment Planning;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Saint Paul MN 860 Blue Gentian Rd",kelene.skrypek@wfafinet.com,,Salesforce
10851427,Inactive Investor,Joseph Werner,Manager;Member;Principal,Cannell & Spears LLC,joseph@cannellspears.com,,Salesforce
11151348,Inactive Investor,Stacy Raymond,Financial Advisor,"Wells Fargo Clearing Services, LLC Battle Creek MI 3566 Capital Ave SW",stacy.biggart@wellsfargoadvisors.com,,Salesforce
10926521,Inactive Investor,Brett Allan,,Deutsche Bank Securities Inc.,,,Salesforce
10897306,Inactive Investor,Benjamin Carlson,,"Arete Wealth Management, LLC Park Ridge IL 626 Busse Hwy",benjamin.carlson@aretewealth.com,,Salesforce
10797026,Inactive Investor,Brian Mark,Managing Member;Portfolio Manager,"St. James Investment Advisors, LLC",brian@stjamesia.com,,Salesforce
10783688,Inactive Investor,Douglas Peart,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",doug.t.peart@wellsfargoadvisors.com,,Salesforce
9623472,,collins offoha,,,offoha3000@gmail.com,,List import
10826314,Inactive Investor,Benjamin Emory,Paraplanner,"Ameriprise Financial Services, LLC Lancaster PA 1717 Lititz Pike",benjamin.emory@ampf.com,,Salesforce
9639850,,Vivek Oza,,,vivek.oza@ril.com,,List import
11097557,Inactive Investor,Bruce Sutherland,Investment Advisor Representative,American Elite Advisory,bsutherland@texaseliteadvisory.com,,Salesforce
10842450,Inactive Investor,Jeffrey Zuzolo,Financial Representative,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",jeffrey.zuzolo@nm.com,,Salesforce
10968710,Inactive Investor,Daniel Gietman,,PFS Investments Inc. Oshkosh WI 375 City Ctr,dgietman@primerica.com,,Salesforce
10800545,Inactive Investor,Vicki Lublin,Founder;Owner,Financial Matters,vlublin@f-matters.com,,Salesforce
11191336,Inactive Investor,Myles Martell,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10769163,Inactive Investor,Sherylee Wise-Short,,Edward Jones Eugene OR 1190 Olive St,sherylee.wise-short@edwardjones.com,,Salesforce
10911940,Inactive Investor,Austin Hill,Investment Advisor Representative,KPP Advisory Services LLC,,,Salesforce
10762484,Inactive Investor,Susanne Millard,First Vice President - Investments;Senior Vice President - Investments,"Raymond James & Associates, Inc. Honolulu HI 1001 Bishop St",susanne.millard@raymondjames.com,,Salesforce
11130638,Inactive Investor,Patrick Furlong,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Hibbing MN 320 E Howard St",patrick.x.furlong@ampf.com,,Salesforce
9580257,,Timothy Kiesow,,,timothy.kiesow@usaa.com,,List import
10832902,Inactive Investor,Jameel Arif,,Cetera Advisor Networks LLC Dearborn MI 6200 Schaefer Rd,arifj@ceteranetworks.com,,Salesforce
334121,,Howard Miracle,Vice President,"Marshall & Sullivan, Inc.",davis@msinvest.com,206-621-9014,Manual List Upload
11099219,Inactive Investor,Danielle Carr,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",,,Salesforce
345597,,Antoine Ternon,Risk Manager,Wiseam,antoine.ternon@wiseam.fr,003-318-0980050,Manual List Upload
9624233,,w'da sa'd,,,zhaosdf@gmail.com,,List import
10615372,,Steven Strzelecki,"Director - Alternative Investments, Director - Corporate Client Group, Financial Advisor, Financial Wellness Director, Managing",,steven.strzelecki@morganstanley.com,,List Import
246062,,Not Provided,Emergency Management Specialist II,MOCO OEMHS,netta.squires@montgomerycountymd.gov,,Manual List Upload
11151564,Inactive Investor,Angela Thompson,,J.P. Morgan Securities LLC Willoughby OH 4850 Robinhood Dr,angela.m.thompson@jpmorgan.com,,Salesforce
409,,,,,ryan250@interia.pl,,
11174925,Inactive Investor,William Mcconnell,,"Osaic Wealth, Inc. Louisville KY 830 E Main St",,,Salesforce
10763011,Inactive Investor,Barbara Crabtree,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,barbara.crabtree@morganstanley.com,,Salesforce
11218759,,Kenneth Duncan,,,kenneth.duncan@lpl.com,,Other
10960115,Inactive Investor,David Osborne,,State Farm VP Management Corp. Northwood IA 88 8th St N,,,Salesforce
11231854,Inactive Investor,Masli Leal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11105469,Inactive Investor,Yosef Ferris,Principal,"Summer Fields Investments, LLC",,,Salesforce
11028419,Inactive Investor,Arben Kupi,Financial Advisor,"Osaic Wealth, Inc. Jericho NY 366 N Broadway",akupi@osaicwealth.com,,Salesforce
10753426,Inactive Investor,Matthew Sanders,Financial Advisor,Edward Jones Bloomington IL 2501 E College Ave,matt.w.sanders@edwardjones.com,,Salesforce
10974705,Inactive Investor,Steve Myrtil,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,smyrtil@ft.newyorklife.com,,Salesforce
10755538,Inactive Investor,Brianna Roche,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",brianna.roche@ml.com,,Salesforce
10949971,Inactive Investor,Sarah Horn,Client Service Associate,"Raymond James & Associates, Inc. Bloomfield Hills MI 39400 Woodward Ave",sarah.gritt@raymondjames.com,,Salesforce
11193220,Inactive Investor,Cody Stratton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cody.stratton@fidelity.com,,Salesforce
10827384,Inactive Investor,Thomas Monahan,Senior Financial Advisor,"BCG Securities, Inc.",tmonahan@bcgsecurities.com,,Salesforce
11238483,Inactive Investor,Jake Donahue,,"Charles Schwab & Co., Inc.",jake.donahue@schwab.com,,Salesforce
11140643,Inactive Investor,Jennifer Buhl,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",jennifer.buhl@ml.com,,Salesforce
11134227,Inactive Investor,John O'Donnell,Financial Advisor;First Vice President;Institutional Consultant;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,john.j.odonnell@morganstanley.com,,Salesforce
373149,,Emma Cerini,,[Unknown],emmacerini@hotmail.com,,source
10886628,Inactive Investor,Corrine Lowitz,Financial Advisor,"Ameriprise Financial Services, LLC Greenville SC 803 Roper Creek Dr",corrine.lowitz@ampf.com,,Salesforce
9553882,,Michael Hu,,,michael.hu@adviceperiod.com,,List import
11041945,Inactive Investor,Pritesh Naik,,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,naik.pritesh@chase.com,,Salesforce
10485015,,Eric Lee,"Managing Director, Managing Partner, Tax Advisor","ProLine Investment Management, PLLC",eric@prolinefinancial.com,,List Import
11195051,Inactive Investor,Walter Megger,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10616010,,Kevin Ribordy,,,kevin.s.ribordy@ml.com,,List Import
10946070,Inactive Investor,Casey Richards,,Edward Jones Austin TX 2905 San Gabriel St,casey.richards@edwardjones.com,,Salesforce
10855456,Inactive Investor,Jeff Jacobs,Investment Advisor;Managing Partner;Member,Palisade Wealth Management,jeff@jacobsequity.com,,Salesforce
10968045,Inactive Investor,Roxanne Rodriguez,,PFS Investments Inc. East Rutherford NJ 1 Madison St,rrodriguez.bxk38@primerica.com,,Salesforce
10759876,Inactive Investor,Peter Wong,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,peter.j.wong@fmr.com,,Salesforce
11261031,Inactive Investor,Nicholas West,Advisor,Dew Wealth Management Abingdon MD Private Residence,,,Salesforce
9645808,,Charles Timson,,,dogofthefog@hotmail.com,,List import
11162868,Inactive Investor,Barbara Fox,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,barbara.a.fox@morganstanley.com,,Salesforce
11201587,Inactive Investor,Bruce Weininger,Principal;Senior Financial Advisor,"Kovitz Investment Group Partners, LLC",bweininger@kovitz.com,,Salesforce
10824060,Inactive Investor,Mark Strong,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Barbara CA 206 E Anapamu St",,,Salesforce
10883103,Inactive Investor,Richard Willis,,Citigroup Global Markets Inc.,,,Salesforce
197918,,John Desantis,Financial Professional,"Voya Financial Advisors, Inc.",john.desantis@voyafa.com,847-806-0374,product
10810785,Inactive Investor,Robert Competiello,Financial Advisor,Edward Jones Madison NJ 2 Shunpike Rd,robert.competiello@edwardjones.com,,Salesforce
10832339,Inactive Investor,Susan McGeachen,Client Service Associate;Practice Manager,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",susan.mcgeachen@ampf.com,,Salesforce
10891350,Inactive Investor,Janice Desinord,Client Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,janice.desinord@jpmorgan.com,,Salesforce
11171086,Inactive Investor,Peggy Hensley,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,peggy.hensley@primerica.com,,Salesforce
10968032,Inactive Investor,Nikola Novakovic,Wealth Management Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,nikola_novakovic@glic.com,,Salesforce
237314,, -,,[[Unknown]],alzahari.aseel@gmail.com,,
10815207,Inactive Investor,Hannah Jennings,Financial Consultant,"Stifel, Nicolaus & Company, Incorporated Fayetteville AR 509 E Millsap Rd",hannah.s.jennings@wellsfargoadvisors.com,,Salesforce
9630175,,paul chanin,,,prgc21@gmail.com,,List import
10957247,Inactive Investor,Jerson Alvarado,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10817033,Inactive Investor,Michael Meily,Chief Compliance Officer;Managing Member,Harvest Investment Consultants LLC,mmeily@harvestinvestment.com,,Salesforce
337235,,Neil Gordon,,Wealthcare Advisory Partners Llc,neil.gordon@lpl.com,215-540-5566,
10815644,Inactive Investor,Clinton Bowen,Financial Advisor,Edward Jones Columbia SC 1331 Elmwood Ave,ammon.bowen@edwardjones.com,,Salesforce
10892037,Inactive Investor,David Mitchell,,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,dmitchell@commonwealth.com,,Salesforce
11122090,Inactive Investor,Michael Craig,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",michael_b_craig@ml.com,,Salesforce
11020720,Inactive Investor,David Archibald,,LPL Financial LLC Spokane WA 2610 N Pines Rd,david.archibald@lpl.com,,Salesforce
11004932,Inactive Investor,Kathleen Halvorson,,PFS Investments Inc. Benson MN 1325 Pacific Ave,khalvorson@primerica.com,,Salesforce
11130202,Inactive Investor,Krista Kurth,Senior Financial Associate,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",krista.mcfarlin@rbc.com,,Salesforce
10773154,Inactive Investor,Lawrence Hurst,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Andover MA 27 Main St",lawrence_hurst@ml.com,,Salesforce
11162571,Inactive Investor,Andrew Brill,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",andrew.brill@empower.com,,Salesforce
11169878,Inactive Investor,Samuel Lavigne,Financial Advisor,Edward Jones Baton Rouge LA 516 Moore St,jamie.lavigne@edwardjones.com,,Salesforce
10644938,,Nelson Chavarria,,,nelson.chavarria@jpmorgan.com,,List Import
11199697,Inactive Investor,Randall Silva,,LPL Financial LLC Albuquerque NM 5401 Central Ave NE,randall.silva@lpl.com,,Salesforce
10819329,Inactive Investor,Richard Fain,,"Raymond James Financial Services, Inc. San Francisco CA 360 W Portal Ave",richard.fain@raymondjames.com,,Salesforce
11164608,Inactive Investor,Timothy Dugan,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,tim.dugan.ugvt@statefarm.com,,Salesforce
6802709,,Ava Smith,,,wevegom932@otanhome.com,,Web Form Fillout
10773615,Inactive Investor,Ann Herrman,Chief Compliance Officer,Snyder Capital Management LP,amfoley@snydercapital.com,,Salesforce
11011094,Inactive Investor,Jeffrey St. Simon,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",,,Salesforce
10964216,Inactive Investor,Andres Maldonado Carvallo,,LPL Financial LLC Norristown PA 820 Adams Ave,andres.maldonado-carvallo@lpl.com,,Salesforce
10799036,Inactive Investor,Thomas Siniawski,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,thomas.siniawski@primerica.com,,Salesforce
9632743,,Julia Domaradzka,,,julcia@gmail.com,,List import
9602496,,Roger Maude,,,rfmaude2@gmail.com,,List import
10647790,,Justin Borus,,,jborus@ibexinvestors.com,,List Import
11116971,Inactive Investor,Anthony Fernando,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",errol.fernando@prudential.com,,Salesforce
10754556,Inactive Investor,Flavia Nunes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",flavia.nunes@ml.com,,Salesforce
10882474,Inactive Investor,Kyle Macdonald,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11173482,Inactive Investor,Jordan Gibson,Financial Advisor,Edward Jones Salem VA 2720 W Main St,jordan.gibson@edwardjones.com,,Salesforce
11173643,Inactive Investor,Ruben Trenche Olivero,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",ruben_trenche@ml.com,,Salesforce
11182889,Inactive Investor,Joanna Franz,Senior Client Service Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,joanna.franz@ubs.com,,Salesforce
10961719,Inactive Investor,McKay Mertz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
9563370,,José Miguel Alvarez Sandoval,,,a01382190@itesm.mx,,List import
9601946,,James Harris,,,jharris@bislettpartners.com,,List import
10850893,Inactive Investor,David Drullard,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",david.drullard@wellsfargoadvisors.com,,Salesforce
9580911,,Kyi Win,,,kyikyi@kruegercatalano.com,,List import
10914622,Inactive Investor,Clint Dodson,Chief Compliance Officer;Chief Operations Officer;Financial Advisor;Member,Fort Street Asset Management LLC,,,Salesforce
10873124,Inactive Investor,Christopher Brooker,Financial Advisor,Edward Jones Tampa FL 100 N Tampa St,christopher.brooker@edwardjones.com,,Salesforce
10763796,Inactive Investor,Carley Nummer,,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,carley.nummer@ubs.com,,Salesforce
11072992,Inactive Investor,Raj Patel,,"Pruco Securities, LLC. Novi MI 24110 Meadowbrook Rd",rajendra.patel@prudential.com,,Salesforce
11015976,Inactive Investor,Teresa Scott,,PFS Investments Inc. Virginia Beach VA 780 Lynnhaven Pkwy,teresascott@primerica.com,,Salesforce
9612702,,Bill Harrison,,,harrison53.bill@gmail.com,,List import
11136093,Inactive Investor,Morgan Brooks,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",morgan.p.brooks@ml.com,,Salesforce
10943499,Inactive Investor,Charles Cory,,Cetera Advisor Networks LLC Blissfield MI 225 W Adrian St,chuck.cory@ceterawealth.com,,Salesforce
10844619,Inactive Investor,Richard Zsakany,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",rzsakany@ampf.com,,Salesforce
11010396,Inactive Investor,Charles Sobocinski,,"Pruco Securities, LLC. Moorhead MN Private Residence",charles.sobocinski@prudential.com,,Salesforce
11202434,Inactive Investor,Seth Davis,Managing Director - Wealth Management;Partner,"Curi RMB Capital, LLC Denver CO 250 Fillmore St",,,Salesforce
10879500,Inactive Investor,Alexander Mentzer,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,alexander.mentzer@fidelity.com,,Salesforce
11171394,Inactive Investor,Nicholas Juliano,,Vanguard Marketing Corporation,nicholas_juliano@vanguard.com,,Salesforce
11194673,Inactive Investor,Daren Toy,Director - Investments,Corient Seattle WA 925 4th Ave,daren.toy@corient.com,,Salesforce
11012508,Inactive Investor,Ryan Reynolds,,Aurora Securities Colorado Springs CO 1219 Lake Plaza Dr,,,Salesforce
10662300,,Robert Swenson,,,rswenson@orba.com,,List Import
11159428,Inactive Investor,Thomas Deichert,,Commonwealth Financial Network Poulsbo WA 18697 State Hwy 305 NE,tdeichert@commonwealth.com,,Salesforce
10871508,Inactive Investor,Paul Beblavi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11223212,,Barrett Tucker,,,btucker@rwbaird.com,,List Import
10895033,Inactive Investor,Roger Balser,Compliance Officer;Founder;Owner;President,"Balser Wealth Management, LLC",roger@balserwealth.com,,Salesforce
10948686,Inactive Investor,James Rowley,Financial Advisor,Edward Jones Rochester IL 445 S State St,jim.rowley@edwardjones.com,,Salesforce
10489212,,Sumeet Jain,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Plano TX 3300 Preston Rd",sumeet.jain@wellsfargoadvisors.com,,List Import
10904315,Inactive Investor,Sandra Michaels,,State Farm VP Management Corp. North East MD 2280 Pulaski Hwy,,,Salesforce
10804457,Inactive Investor,Kevin Cullen,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",kevin_cullen@ml.com,,Salesforce
10962256,Inactive Investor,Tyler Kirk,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,tyler.kirk@jpmorgan.com,,Salesforce
9544654,,Aaron Karas,,,akaras@insight2wealth.com,,List import
10612303,,Vincenzo Alomia,Financial Advisor,,vincenzo.alomia@prudential.com,,List Import
187388,,Mohammed Raniyah,,[Unknown],muhamad123324@gmail.com,,
10791438,Inactive Investor,Mark Crowley,,"Osaic FS, Inc. Londonderry NH Private Residence",mark.crowley@lfg.com,,Salesforce
11033740,Inactive Investor,Autumn Best,,"Farmers Financial Solutions, LLC Chesterfield MO 16020 Swingley Ridge Rd",abest@farmersagent.com,,Salesforce
10798123,Inactive Investor,Brendan O'Brien,Chief Compliance Officer;Managing Member,"Gold Coast Wealth Management, LLC",brendan@goldcoastwm.com,,Salesforce
10909277,Inactive Investor,Andrew Blair,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11193266,Inactive Investor,Ishmael Williams,,PFS Investments Inc. Bohemia NY 1650 Sycamore Ave,ishmael.williams@primerica.com,,Salesforce
11192161,Inactive Investor,Tamara Smith,Financial Advisor,Legacy Financial Group,tamara@lfgplanners.com,,Salesforce
11156667,Inactive Investor,Jody Zirn,,"Kestra Investment Services, LLC Stuart FL 477 SE Riverside Dr",jody.zirn@kestrafinancial.com,,Salesforce
11034095,Inactive Investor,Monica Munoz,Senior Advisor;Senior Vice President,"Litman Gregory Wealth Management, LLC",monica.munoz@lgam.com,,Salesforce
11164289,Inactive Investor,William Burnsed,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10874540,Inactive Investor,Pedro Franco,Financial Advisor,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
9624715,,Deryk Soule,,,deryk.soule@gmail.com,,List import
11001668,Inactive Investor,Kahana Supnet,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,kahana.supnet@primerica.com,,Salesforce
10867096,Inactive Investor,Iris Kozak,,NYLIFE Securities LLC Delray Beach FL Private Residence,ikozak@ft.newyorklife.com,,Salesforce
10647477,,James Clark,,,jim.clark@tiaa.org,,List Import
11012126,Inactive Investor,Ili Mansfield,,"First Command Brokerage Services, Inc. Universal City TX 2101 Pat Booker Rd",imansfield@firstcommand.com,,Salesforce
11204154,Inactive Investor,Jose De Luna,,"Farmers Financial Solutions, LLC Eagle Pass TX 2076 N Veterans Blvd",jdeluna@farmersagent.com,,Salesforce
11037188,Inactive Investor,Mitchell Hulyo,,"Osaic Institutions, Inc. Lock Haven PA 448 Bellefonte Ave",,,Salesforce
337874,,Bong Koh,"Manager Of Vr Adviser, Llc","Vr Adviser, Llc",bkoh@venrockcp.com,212-444-4100,Manual List Upload
11024470,Inactive Investor,Ethan Masterman,,United Planners' Financial Services of America A Limited Partner Skowhegan ME 116 Main St,ekmasterman@unitedplanners.com,,Salesforce
11157402,Inactive Investor,Victor Sambuis,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,victor.sambuis@jpmorgan.com,,Salesforce
11101501,Inactive Investor,Benjamin Duncan,Financial Advisor,Edward Jones Tubac AZ 2221 E Frontage Rd,ben.duncan@edwardjones.com,,Salesforce
11049742,Inactive Investor,Tell Schuler,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10914018,Inactive Investor,Patrick Murphy,Investment Product Consultant;Registered Client Associate,"Wells Fargo Clearing Services, LLC",,,Salesforce
11189926,Inactive Investor,Joseph Kleine-Kracht,Financial Advisor,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",joseph.kleinekracht@valic.com,,Salesforce
10918207,Inactive Investor,Miranda Meyer,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",miranda.meyer@nm.com,,Salesforce
1002722,Inactive Investor,Nathan Leight,"Founder, Managing Partner, Chairman, CIO & Investing Principal",Terrapin Partners,nleight@terrapinpartners.com, +1 212 710 4100,
11000922,Inactive Investor,Summer Coburn,,"Principal Securities, Inc. Beckley WV 832 Neville St",coburn.summer@principal.com,,Salesforce
10656810,,Marcin Puza,,,marcin.k.puza@jpmorgan.com,,List Import
236083,, -,,[[Unknown]],sagate_fr@yahoo.fr,,Direct
11089737,Inactive Investor,John Burnside,General Manager,Burnside and Co.,john@burnsideandco.com,,Salesforce
10847439,Inactive Investor,Katy Chase,,LPL Financial LLC New Market MD 164 W Main St,katy.chase@lpl.com,,Salesforce
11064977,Inactive Investor,Charles Barber,,"Raymond James Financial Services, Inc. Snoqualmie WA 37624 SE Fury St",,,Salesforce
10824205,Inactive Investor,Boris Mirvis,,"Jeffrey Matthews Wealth Management, LLC",bmirvis@jeffreymatthews.com,,Salesforce
11203126,Inactive Investor,Martin Zygmund,,Huntleigh Securities Corporation Belleville IL 23 Public Sq,mzygmund@hntlgh.com,,Salesforce
10927184,Inactive Investor,Alan Perez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
332975,,Anthony Cioffari,"Investment Advisor Representative, Financial Advisor.","Key Group Management, Inc.",acioffari@keygroupwealth.com,480-477-5252,Manual List Upload
9635275,,Andrew Schwartz,,,aschwartz@tacon.com,,List import
194354,,Roxanne Alexander,Senior Financial Advisor,Evensky & Katz/Foldes Financial Wealth Management,ralexander@ek-ff.com,305-448-8882,
10938056,Inactive Investor,Vicente Canar,,PFS Investments Inc. Hollywood FL 3440 Hollywood Blvd,vicente.canar@primerica.com,,Salesforce
10944257,Inactive Investor,Savannah Forleo,Financial Advisor,L.M. Kohn & Company Louisville KY 4350 Brownsboro Rd,,,Salesforce
9616119,,Bob Bobby,,,kaj34@wp.pl,,List import
11171248,Inactive Investor,David Studer,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 2323 N 30th St",david.studer@ampf.com,,Salesforce
10606728,,Anthony Brigode,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",anthony.brigode@ml.com,212-680-5973,List Import
10800779,Inactive Investor,Christopher Cassidy,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",christopher.cassidy@wellsfargoadvisors.com,,Salesforce
10772974,Inactive Investor,William Cheung,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,william.cheung@morganstanley.com,,Salesforce
10788643,Inactive Investor,Montie Foster,,"Principal Securities, Inc. Jacksonville FL 7077 Bonneval Rd",foster.david@principal.com,,Salesforce
9580114,,Patrick Forst,,,pforst@lincolninvestment.com,,List import
9630588,,David Thurin,,,dtbyggnadsstallningar@gmail.com,,List import
221021,,Debbie Leow,,[Unknown],debleow@gmail.com,,Direct
11208099,Inactive Investor,George Demontrond,,"Allstate Financial Services, LLC Houston TX 14101 North Fwy",gdemontrondi@allstate.com,,Salesforce
11160643,Inactive Investor,Michael Kumph,Financial Advisor;Financial Planner;Managing Member;Member,"The Financial Advisors, LLC",mk@the-financial-advisors.com,9784753242 2.4,Salesforce
10828336,Inactive Investor,Brian Fahrner,Client Transition Specialist,Edward Jones Frankfort IL 665 Brookside Ln,,,Salesforce
11204558,Inactive Investor,Jefferson Cronan,Executive Director;Market Director,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,jefferson.cronan@ubs.com,,Salesforce
1003159,Inactive Investor,Arsen Pereymer,,Appument Ventures,arsenp@gmail.com,,3rd Party Lead Gen
10620085,,Mercedes Delcid,,,mdelcid@oldsecond.com,,List Import
10811962,Inactive Investor,Jerry Heine,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",jerry.heine@stifel.com,,Salesforce
10953478,Inactive Investor,Lutricia Kyle,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9551007,,Leonardo Zeng,,,leonardozeng@hotmail.com,,
10941302,Inactive Investor,Justin Evans,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,justin.evans@fmr.com,,Salesforce
10791551,Inactive Investor,Ronald Rigsby,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC Cerritos CA 11350 South St",ronald.rigsby@uboc.com,,Salesforce
9614954,,Luis Suarez,,,luis_suarez29@yahoo.com,,List import
11118731,Inactive Investor,Sarah Beam,Portfolio Manager,UBS Financial Services Inc. Athens GA 355 Oneta St,sarah.beam@ubs.com,,Salesforce
194824,,sukkaj noonvongsa,,[Unknown],s_hilarious@hotmail.com,,source
10856624,Inactive Investor,John Peterson,Chief Compliance Officer;President;Principal,"CWM Financial Group, Inc.",,,Salesforce
11211210,Inactive Investor,Tracy Kendrick,,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",,,Salesforce
219994,,Tobiloba Olubanjo,,[Unknown],tobiolubanjo2468@gmail.com,,source
10889371,Inactive Investor,Bradley Grooms,,"Allstate Financial Services, LLC Chapin SC 220 Columbia Ave",bradgrooms@allstate.com,,Salesforce
10890180,Inactive Investor,Cindy Bakke,,"Wells Fargo Clearing Services, LLC Cambridge MN 250 2nd Ave NE",cindy.l.bakke@wellsfargo.com,,Salesforce
10787424,Inactive Investor,Samuel Shepard,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,samuel.shepard@primerica.com,,Salesforce
11047176,Inactive Investor,Tom Hornak,Financial Advisor,PNC Investments Avon IN 10966 E US Hwy 36,tom.hornak@pnc.com,,Salesforce
10889824,Inactive Investor,Anthony Giuliante,Financial Advisor,"Pruco Securities, LLC. Valhalla NY 401 Columbus Ave",tom.giuliante@prudential.com,,Salesforce
11088935,Inactive Investor,Michael Disalvo,Co-Owner;Financial Planner;Owner,"PurposePath Capital, LLC",,,Salesforce
11083612,Inactive Investor,Alkis Theodhori,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,alkis.theodhori@jpmorgan.com,,Salesforce
10781240,Inactive Investor,Jill Johns,,"Wells Fargo Clearing Services, LLC Front Royal VA 232 N Royal Ave",jill.johns@wellsfargoadvisors.com,,Salesforce
9572222,,jas min,,,nenonx77@gmail.com,,List import
9598626,,Daiana Kelleyian,,,dkelleyian@epwealth.com,,List import
9623068,,Drew Eldridge,,,dreweldridge@gmail.com,,List import
11045794,Inactive Investor,Kathleen Cannon,Chief Compliance Officer;President,Money Pilot Financial Advisor LLC,katie@moneypilotadvisor.com,,Salesforce
11180967,Inactive Investor,Pardis Ferdosi,,"Avantax Investment Services, Inc. Kingwood TX 1384 Stonehollow Dr",,,Salesforce
11070481,Inactive Investor,Richard Hilow,Financial Advisor,LPL Financial LLC Rochester NH 60 Rochester Hill Rd,rich.hilow@lpl.com,,Salesforce
10982611,Inactive Investor,Lewis Howard,,Robert W. Baird & Co. Incorporated Sarasota FL 2 N Tamiami Trl,lthoward@rwbaird.com,,Salesforce
11141822,Inactive Investor,Kevin Donovan,Financial Advisor,"Wells Fargo Clearing Services, LLC Norwell MA 91 Longwater Cir",kevin.donovan@wellsfargoadvisors.com,,Salesforce
9597853,,Todd Melerine,,,tmelerine@carsoninstitutional.com,,List import
10505147,,Larry Kanter,SENIOR MANAGING DIRECTOR,B. RILEY ADVISORY,lkanter@smu.edu,2142075238,List Import
11113133,Inactive Investor,Christopher Seeley,,"Cambridge Investment Research, Inc. East Longmeadow MA 200 N Main St",,617-279-0041,Salesforce
11254577,Inactive Investor,Danielle Jones,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10899121,Inactive Investor,Matthew Kullman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sugar Land TX 2150 Town Square Pl",matthew.kullman@rbc.com,,Salesforce
10901207,Inactive Investor,Matthew Kennett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",matthew.kennett@ml.com,,Salesforce
10838666,Inactive Investor,Dennis Carlton,,NYLIFE Securities LLC Omak WA 20 N Main St,ddcarlton@ft.newyorklife.com,,Salesforce
11044083,Inactive Investor,Andrey Rudomiotov,Fixed Income Portfolio Advisor,"Buckingham Strategic Partners, LLC",arudomiotov@buckinghamgroup.com,,Salesforce
11125483,Inactive Investor,Ashley Pritchett,Financial Advisor,Edward Jones High Point NC 3750 Admiral Dr,ashley.pritchett@edwardjones.com,,Salesforce
10902462,Inactive Investor,George Asfuramontano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10840597,Inactive Investor,Jess DeGrabriele,Financial Advisor,LPL Financial LLC Indianapolis IN 250 W 96th St,jess.degabriele@lpl.com,,Salesforce
10615117,,Paul Vigue,"Director - Alternative Investments, Family Wealth Director, Financial Advisor, Insurance Planning Director, Managing Director -",,paul.vigue@morganstanley.com,,List Import
10867807,Inactive Investor,Tito Resendez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
226354,, -,,[[Unknown]],globalstrategies@protonmail.com,,Initial Salesforce Import
10619933,,James Lynch,,,jlynch@firstambank.com,,List Import
11230460,Inactive Investor,Daniel Hogan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",dan.hogan@schwab.com,,Salesforce
1914,,Lynn Cheung,,[[Unknown]],lynnmice3333@hotmail.com,,Direct
11210538,Inactive Investor,Darren Harris,,Goldman Sachs & Co.,darren.harris@gs.com,,Salesforce
11240273,,ISHLA HABIBAH,,,ishlahurrahman0@gmail.com,082139987005,Web Form Fillout
10578346,,Peter Thorbahn,,,thorbahnp@gmail.com,,Web form fillout
9626940,,Orin Levy,,,gudr57@yahoo.com,,List import
11197245,Inactive Investor,Matthew Streck,,"Northwestern Mutual Investment Services, LLC Oklahoma City OK 6301 Waterford Blvd",matt.streck@nm.com,,Salesforce
11135841,Inactive Investor,Howard Green,,"Raymond James Financial Services, Inc. Newmarket NH 404 Kent Pl",howard.green@raymondjames.com,,Salesforce
10869252,Inactive Investor,Matthew Marks,Specialist,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",matthew.marks@wellsfargoadvisors.com,,Salesforce
10973185,Inactive Investor,Ashton Zigler,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11254787,Inactive Investor,Peter Marcon,Senior Client Service Associate,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",,,Salesforce
9587127,,Brent Daugherty,,,brent.daugherty@fmr.com,,List import
9548442,,Kevin Lin,,,kevin@blackcranecap.com,,List import
11163817,Inactive Investor,Philip Ucci,Financial Advisor,Edward Jones Milford CT 400 Boston Post Rd,philip.ucci@edwardjones.com,,Salesforce
219429,,maria alejandra valle zeballos,,[Unknown],majamalevz@gmail.com,,source
10645971,,John Turner,,,jaturner@ft.newyorklife.com,,List Import
10957457,Inactive Investor,Mark Linn,,"Allstate Financial Services, LLC Grove OK 63155 E 290 Rd",mlinn@allstate.com,,Salesforce
10862992,Inactive Investor,Ryan Jones,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
10969959,Inactive Investor,Nicholas Corcoran,,William Blair,ncorcoran@williamblair.com,,Salesforce
10818729,Inactive Investor,Andrew Carson,Financial Advisor,Edward Jones Cleveland TN 3575 Keith St NW,andrew.carson@edwardjones.com,,Salesforce
11230115,Inactive Investor,Wilson Gallagher,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,wggallagher@ft.newyorklife.com,,Salesforce
11061517,Inactive Investor,Lucero Ochoa Herrera,,J.P. Morgan Securities LLC Rowlett TX 3431 Hwy 66,lucero.ochoa-herrera@jpmorgan.com,,Salesforce
10868310,Inactive Investor,Kirk Baldwin,,"Farmers Financial Solutions, LLC Ogden UT 1001 24th St",,,Salesforce
11066195,Inactive Investor,Elizabeth Miller,,"ValMark Securities, Inc. Colorado Springs CO 104 S Weber St",,,Salesforce
10984710,Inactive Investor,LaToya Odems,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",latoya.odems@schwab.com,,Salesforce
11095547,Inactive Investor,Donna Williams,,"M Holdings Securities, Inc.",donna.williams@mfin.com,,Salesforce
347467,,Tony Cascio,Managing Director,Manulife Investment Management Timberland And Agri,tcascio@hnrg.com,617-747-1600,Manual List Upload
10648071,,John Urosevich,,,jurosevich@eabuck.com,,List Import
11104968,Inactive Investor,Alice Hurl,Associate Director;Team Administrator,UBS Financial Services Inc. Bella Vista AR Private Residence,alice.hurl@ubs.com,,Salesforce
11218348,,Mason Jackson,,,mason.jackson@jpmorgan.com,,List Import
10765459,Inactive Investor,Damien Laforenza,,"Wells Fargo Clearing Services, LLC Brevard NC 114 Asheville Hwy",damien.laforenza@wellsfargoadvisors.com,,Salesforce
11189852,Inactive Investor,Brian Nordin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",brian.nordin@ml.com,,Salesforce
10896725,Inactive Investor,Venkatram Krishnamurthy,Chief Compliance Officer;Principal,"V2 Financial Group, LLC",venkat@v2financialgroup.com,,Salesforce
11208858,Inactive Investor,David Stocker,Investment Advisor Representative,"Osaic Wealth, Inc. Indianapolis IN 8500 Keystone Xing",,,Salesforce
11029454,Inactive Investor,John Heath,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11015887,Inactive Investor,Chaim Schmerhold,,"Northwestern Mutual Investment Services, LLC Cedarhurst NY 445 Central Ave",chaim.schmerhold@nm.com,,Salesforce
74862,,Angela White,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",angela.white@transamerica.com,608-276-6060,
10978449,Inactive Investor,Jessica McNamara,,Fidelity Brokerage Services LLC,,,Salesforce
10997341,Inactive Investor,Stephan Joseph,,J.P. Morgan Securities LLC Brooklyn NY 883 Flatbush Ave,stephan.joseph@jpmorgan.com,,Salesforce
11186287,Inactive Investor,Jacob Orton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10927933,Inactive Investor,Lance Modawell,,LPL Financial LLC San Angelo TX 3140 Executive Dr,lance.modawell@lpl.com,,Salesforce
11236991,Inactive Investor,Jennifer O'Connor,Family Wealth Advisor,"Vista Finance, LLC",,,Salesforce
9644512,,Gabriel Chan,,,gabrielchan0524@gmail.com,,List import
9559855,,Reynaldo Amoguis,,,r.amoguis@transamerica.com,,List import
9582110,,Timothy Finn,,,tfinn@globalcreditadvisers.com,,List import
10945374,Inactive Investor,Michael Milbee,Senior Wealth Advisor,LPL Financial LLC Hartsville SC 146 Cargill Way,michael.milbee@lpl.com,,Salesforce
11185668,Inactive Investor,Claudia Jasso,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,cjasso@ft.newyorklife.com,,Salesforce
11201801,Inactive Investor,Arthur Cosing,,LPL Financial LLC White Stone VA Private Residence,arthur.cosing@lpl.com,,Salesforce
1002125,Inactive Investor,Brian Anderson,"Partner, COO, CCO & Chief Risk Officer",Galapagos Partners,brian@gplp.com, +1 713 803 4326,
10967757,Inactive Investor,Monica Yassear,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",,,Salesforce
10950083,Inactive Investor,Joseph Wallace,,"Allstate Financial Services, LLC O Fallon IL 1214 Paragon Dr",joewallace@allstate.com,,Salesforce
11058703,Inactive Investor,Jessie Hsieh,Senior Client Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jessie.hsieh@jpmorgan.com,,Salesforce
10968840,Inactive Investor,Kenza Mckerrihan,Financial Advisor,"Sovran Advisors, LLC",,,Salesforce
10956930,Inactive Investor,Faith Reilly,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
10886857,Inactive Investor,Steven White,,Cetera Advisors LLC Birmingham AL 600 Vestavia Pkwy,,,Salesforce
11048429,Inactive Investor,David Spencer,,"Kestra Investment Services, LLC Chattanooga TN 901 Mountain Creek Rd",,,Salesforce
11093887,Inactive Investor,George Thompson,Financial Advisor,LPL Financial LLC Baton Rouge LA 115 E Greens Dr,george.thompson@lpl.com,,Salesforce
9639637,,Maria Socorro Pesqueira,,,mpesqueira@hcfdn.org,,List import
11030238,Inactive Investor,Victoria Klacik,Operations Manager;Registered Client Associate,"Stifel, Nicolaus & Company, Incorporated Bethel Park PA 2000 Oxford Dr",klacikv@stifel.com,,Salesforce
221,,,,,colabeca@vera.com.uy,,
11042642,Inactive Investor,Wesley Bradish,,B. C. Ziegler and Company Fernandina Beach FL Private Residence,wbradish@ziegler.com,,Salesforce
9559261,,Steven Feit,,,sfeit@hightoweradvisors.com,,List import
10885939,Inactive Investor,David Tsow,Financial Advisor,Spotlight Asset Group San Diego CA 9655 Granite Ridge Dr,tsow@spotlightassetgroup.com,,Salesforce
148429,,stephanie stinson,,[Unknown],educatedmoney@comcast.net,,
10883348,Inactive Investor,Oliver Wisseman,Financial Advisor,Edward Jones Prineville OR 247 N Main St,oliver.wisseman@edwardjones.com,,Salesforce
9622141,,Brandon Henry,,,brandon@mosaicadvisors.com,,List import
10884745,Inactive Investor,David Chu,Assistant Vice President;Relationship Manager,Citigroup Global Markets Inc. Reston VA 11800 Spectrum Ctr,,,Salesforce
10696372,,Jonathon Hays,,Hunter Point Capital,jhays@hunterpointcapital.com,,List Import
10780835,Inactive Investor,Ronan Duggan,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hamden CT 2319 Whitney Ave",rduggan@tiaa-cref.org,,Salesforce
11123584,Inactive Investor,Samantha Ramirez,,J.P. Morgan Securities LLC Vacaville CA 2011 Harbison Dr,samantha.x.ramirez@chase.com,,Salesforce
9588990,,Virginia Yee,,,virginia@logoscapital.com,,List import
11202963,Inactive Investor,Monib Khademi,Chief Compliance Officer;Founder;Managing Member;President,"Cypress Praxis, LLC Mill Valley CA 265 Princeton Ave",,,Salesforce
11305061,,kartheek pulavarthi,,,kartheekcsit@gmail.com,4056150614,Web form fillout
11045840,Inactive Investor,Baldemar Gonzalez,,"Woodmen Financial Services, Inc.",bgonzalezlll@woodmen.org,,Salesforce
9594344,,Meghan Hogan,,,mhogan@carsoninstitutional.com,,List import
9626175,,Hunter Rogue,,,hunterrogue@icloud.com,,List import
10976509,Inactive Investor,Christopher Luu,,J.P. Morgan Securities LLC San Jose CA 1000 Miller Ave,,,Salesforce
10818209,Inactive Investor,Umair Dandia,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
9587132,,Jeff Aufmuth,,,jeffaufmuth@gmail.com,,List import
10908404,Inactive Investor,Mark Ringering,,Country Capital Management Company Edwardsville IL 900 Hillsboro Ave,mark.ringering@countryfinancial.com,,Salesforce
10875506,Inactive Investor,James Lee,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
11106774,Inactive Investor,Patrick Rudy,Partner;Wealth Advisor,"JPL Wealth Management, LLC",,,Salesforce
11206863,Inactive Investor,Scott Miller,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",scott.i.miller@schwab.com,,Salesforce
11001875,Inactive Investor,Jabari Danzy,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",jdanzy@financialguide.com,,Salesforce
11026012,Inactive Investor,Tara Myers,,"Equitable Advisors, LLC Columbus OH 7965 N High St",tara.myers@equitable.com,,Salesforce
11011233,Inactive Investor,Robert Raab,,"Trustmont Financial Group, Inc. Saint Paul MN 3627 Lakeview Trl",braab@trustmontgroup.com,,Salesforce
10801509,Inactive Investor,Jack Mooradian,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,jack.mooradian@morganstanley.com,,Salesforce
11061655,Inactive Investor,Jordan Ricciardi,Analyst,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jordan.ricciardi@ubs.com,,Salesforce
9617642,,Joshua Lee,,,prod.jl22@protonmail.com,,List import
10946287,Inactive Investor,Thomas DeRosa,Financial Advisor;Managing Director;Senior Investment Management Consultant,J.P. Morgan Securities LLC New York NY 277 Park Ave,thomas.derosa@jpmorgan.com,,Salesforce
11106360,Inactive Investor,Mojtaba Youssefi,,"Wells Fargo Clearing Services, LLC Studio City CA 10911 Ventura Blvd",mojtaba.youssefi@wellsfargo.com,,Salesforce
11027728,Inactive Investor,Benjamin Harrigan,,J.P. Morgan Securities LLC Rochester NY 1755 Monroe Ave,,,Salesforce
11056964,Inactive Investor,Andrew Linton,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10826967,Inactive Investor,Adam Finstein,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",adam.finstein@ml.com,,Salesforce
11139529,Inactive Investor,William Bereszniewicz,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,bill.bereszniewicz@fmr.com,,Salesforce
10786643,Inactive Investor,Jonathan Saffiedine,Executive Director,J.P. Morgan Securities LLC Plymouth MI 235 N Sheldon Rd,,,Salesforce
11219419,,Martha Chinea,,,martha.chinea@wellsfargoadvisors.com,,Other
230814,,Galbane Abdou -,,Galbane Abdou [[Unknown]],aboulahnoel7@gmail.com,,Content
10909385,Inactive Investor,Jeffrey Dorward,Financial Advisor,"Osaic Wealth, Inc. Brookfield WI 13400 Bishops Ln",,,Salesforce
11113254,Inactive Investor,Ross Fryer,,Edward Jones Mexico MO 213 W Jackson St,ross.fryer@edwardjones.com,,Salesforce
241669,,Don Seyer,,[Unknown],don2reyes@yahoo.com,,Direct
10646739,,Dylan Lenderink,,,dylan.j.lenderink@wellsfargo.com,,List Import
11255271,Inactive Investor,Alexander Cyrus,Wealth Advisor,"Miracle Mile Advisors, LLC Seattle WA 1730 Minor Ave",acyrus@miraclemileadvisors.com,,Salesforce
9631367,,bandara kolwin,,,kolwinmail@gmail.com,,List import
9558717,,Bruce Rowe,,,buy4bruce@gmail.com,,List import
9562740,,Thomas Sorrels,,,thomas_sorrels@hancockbank.com,,List import
10875996,Inactive Investor,Gentry Dean,Senior Manager,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
9563366,,jongsam choi,,,jongsam2020@gmail.com,,List import
10613969,,James Bilger,Financial Advisor,,james.bilger@thrivent.com,,List Import
11058549,Inactive Investor,Melissa Tabor,,"Ameriprise Financial Services, LLC Scottsville KY 414 E Main St",melissa.tabor@ampf.com,,Salesforce
10788823,Inactive Investor,Daniel Sullivan,Chief Compliance Officer;Editor;President,The Chartist,,,Salesforce
10853231,Inactive Investor,Julie Rockwell,Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",julie.rockwell@raymondjames.com,,Salesforce
11056859,Inactive Investor,Jessica Danish,Executive Director,UBS Financial Services Inc.,jessica.goldstein@ubs.com,,Salesforce
11048007,Inactive Investor,David Wilson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",,,Salesforce
10952773,Inactive Investor,Tyson Terhark,,"Farmers Financial Solutions, LLC Grand Forks ND 1726 S Washington St",,,Salesforce
122171,,Patrick Masterson,,United States,pmaster5000@gmail.com,,
10831451,Inactive Investor,Timothy Jenkins,Financial Advisor;Partner,"Keystone Financial Group, LLC",timothy.jenkins@keystoneky.com,,Salesforce
10821213,Inactive Investor,Rodney Taylor,First Vice President;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,rodney.taylor@morganstanley.com,,Salesforce
10813214,Inactive Investor,Vance Williams,Financial Advisor,Edward Jones Framingham MA 10 Speen St,,,Salesforce
11020575,Inactive Investor,Max Cawley,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",,,Salesforce
11165887,Inactive Investor,Justin Marinkov,,LPL Financial LLC Robesonia PA 949 W Penn Ave,justin.marinkov@lpl.com,,Salesforce
9573734,,Momar Ennis,,,momarn@gmail.com,,List import
11211700,Inactive Investor,Cornelius Clark,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",cornelius.clark@prudential.com,,Salesforce
9563028,,keyonna thomas,,,keyonnathomas1@gmail.com,,List import
11069687,Inactive Investor,Shira Ketayi,,"Valley Financial Management, Inc.",shira.ketayi@leumiusa.com,,Salesforce
9547831,,Tat Tran,,,hoangtrantat@gmail.com,,List import
9551714,,Mark Klabunde,,,reelman10@aol.com,,List import
10851192,Inactive Investor,Kyle Maxwell,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,kyle.maxwell@fidelity.com,,Salesforce
10860318,Inactive Investor,David Quigley,,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,david.quigley@primerica.com,,Salesforce
11021821,Inactive Investor,Matthew Tuttle,Financial Advisor,Edward Jones Portland OR 10300 SW Greenburg Rd,matthew.tuttle@edwardjones.com,,Salesforce
10872266,Inactive Investor,Mary Nussbaum,,Cetera Financial Specialists LLC Warrensburg MO 233 SE State Rte 13,mary.nussbaum@ceterafs.com,,Salesforce
10613626,,Jin Hu,"Financial Advisor, First Vice President - Wealth Management",,jinjhu1@gmail.com,,List Import
9586160,,Ronald Meeker,,,rnmeeker@ft.newyorklife.com,,List import
339235,,Jeffrey Mcclure,Managing Member,The Personal Wealth Coach,jeff@tpwc.com,254-947-1111,Manual List Upload
10548142,,Timothy Maloney,,,tmaloney410@gmail.com,,Web Form Fillout
10780828,Inactive Investor,Marc Gauval,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
10758930,Inactive Investor,Michael Northcott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",michael_northcott@ml.com,,Salesforce
11043291,Inactive Investor,Gary Enright,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,gary_enright@vanguard.com,,Salesforce
10979135,Inactive Investor,Jason Pfannenstiel,Senior Wealth Advisor;Wealth Advisor,Bordeaux Wealth Advisors,,,Salesforce
11117734,Inactive Investor,Richard Buck,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10806704,Inactive Investor,Nicholas Moore,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9560290,,Derek Ready,,,derek.ready@securitiesamerica.com,,List import
11184039,Inactive Investor,Jeremy Dexter,,PFS Investments Inc. Warwick RI 2000 Warwick Ave,jeremy.dexter@primerica.com,,Salesforce
9617153,,Michael Doherty,,,michael@dp.net.au,,List import
11042237,Inactive Investor,William Bidwill,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",william.bidwill@ml.com,,Salesforce
11030707,Inactive Investor,Harry Goode,,"Kestra Investment Services, LLC Savannah GA 5 Oglethorpe Professional Blvd",,,Salesforce
11147910,Inactive Investor,Rosetta Conigliaro,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,rconigliaro@ft.newyorklife.com,,Salesforce
9625688,,Christopher Lane,,,chris@emoov.com.au,,List import
11006275,Inactive Investor,Erin Mcgreevey,,"R.J. O'Brien Securities, LLC New York NY 156 W 56th St",erinmcgreevey@rjobrien.com,,Salesforce
11143152,Inactive Investor,Charles Logue,,"MML Investors Services, LLC",,,Salesforce
10818253,Inactive Investor,Daniel Bliss,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9597795,,Hafeez Esmail,,,esmail@mainmgt.com,,List import
11133123,Inactive Investor,Lin Hsieh,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",lin.hsieh@globalinkusa.com,,Salesforce
245640,,Lori Tiernan,Chief Strategy Officer,Valkyrie Investments,lori@valkyrieinvest.com,,Manual List Upload
11091514,Inactive Investor,Danielle Mcintee,Senior Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",danielle.mcintee@raymondjames.com,,Salesforce
337173,,Richard Bowman,Company owner and director,The London Crypto Exchnage,richard@thelondoncryptoexchange.co.uk,,
10756672,Inactive Investor,Andrew Runnion,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",andrew.runnion@nm.com,,Salesforce
11197988,Inactive Investor,Terry Stogsdill,Financial Professional,LPL Financial LLC Sherman TX 1800 Teague Dr,terry.stogsdill@lpl.com,,Salesforce
11115225,Inactive Investor,Kimberly Snavely,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,kim.snavely.gj29@statefarm.com,,Salesforce
10718589,,GREGORY METCALF,,,gmetcalf@cardinalwealthmanagement.com,,Web Form Fillout
9551437,,Malte Holzberger,,,malte.holzberger@ubs.com,,List import
10829317,Inactive Investor,Sophia Douglas,Senior Client Service Associate,Morgan Stanley Nashville TN 3102 West End Ave,,,Salesforce
10750282,Inactive Investor,Alejandro Bonelli,,Kovack Securities Inc. San Juan 1590 Ave Ponce de Leon,,,Salesforce
10901442,Inactive Investor,Carrie McPherson,Financial Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",carrie.mcpherson@ampf.com,,Salesforce
10988345,Inactive Investor,Diana Marinashvili,,J.P. Morgan Securities LLC Brooklyn NY 1101 Avenue J,diana.marinashvili@chase.com,,Salesforce
10405747,,Rekha Babar,,,rekhababar654@gmail.com,,Web Form Fillout
11065200,Inactive Investor,Christopher Andrews,,"Northwestern Mutual Investment Services, LLC Redwood City CA 203 Redwood Shores Pkwy",,,Salesforce
9596249,,Todd Luck,,,pdxhomesteadguy@yahoo.com,,List import
11121734,Inactive Investor,Ian Fawcett,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",ian.fawcett@schwab.com,,Salesforce
11003878,Inactive Investor,Justin Moore,,"W&S Brokerage Services, Inc. Statesville NC 1732 Wilkesboro Hwy",,,Salesforce
11005511,Inactive Investor,Kimberly Legary,,"Ameritas Investment Company, LLC La Vista NE 12329 Southport Pkwy",kimberly.legary@ameritas.com,,Salesforce
11063439,Inactive Investor,Mark Zaifman,Investment Advisor;President,Spiritus Financial Planning,mark@spiritusfinancial.com,,Salesforce
11019876,Inactive Investor,Nicholas Grimm,Personal Banker,"Fifth Third Securities, Inc. Troy OH 825 W Market St",,,Salesforce
9594839,,Umit Kilinc,,,kilinch_@hotmail.com,,List import
10617107,,Jeremy Folk,,,jeremy.folk@ampf.com,,List Import
9571841,,John Coats,,,jbcoats@ft.newyorklife.com,,List import
11156100,Inactive Investor,Alice Jehle,Financial Advisor,Edward Jones Saint Clair MI 301 Orchard St,alice.jehle@edwardjones.com,,Salesforce
10829423,Inactive Investor,Roland Young,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10781377,Inactive Investor,Marci Deck,Chief Compliance Officer;Chief Financial Officer;Director;Secretary,Regency Investment Advisors Inc,mdeck@regencyinvests.com,,Salesforce
237893,, -,,[[Unknown]],maurogorospejr@outlook.com,,
10752894,Inactive Investor,Thomas Sherman,,"Hantz Financial Services, Inc. Sault Sainte Marie MI 320 Ashmun St",thomas.sherman@hantzgroup.com,,Salesforce
9593242,,Jennifer Brotman Enos,,,enos.jennifer@gmail.com,,List import
9603565,,Deniz Denek,,,denizdenek@gmail.com,,List import
10889377,Inactive Investor,Lisa Garver,,MWA Financial Services Inc. Ava IL 205 W Davis St,lisa.m.garver@mwarep.org,,Salesforce
11010875,Inactive Investor,Noah Robak,Financial Professional,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",noah.robak@prudential.com,,Salesforce
11096970,Inactive Investor,Frederick Twichell,Shareholder,Magnolia Capital Management Cold Spring NY 145 Main St,,,Salesforce
11095741,Inactive Investor,Aaron Fagan,Financial Advisor,Fagan Associates Inc,aaron.fagan@faganassociates.com,,Salesforce
335764,,Emily Wood,Director,"Grimes & Company, Inc.",ewood@grimesco.com,508-366-3883,Manual List Upload
11105557,Inactive Investor,Peter Avonda,Portfolio Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Stuart FL 411 SE Osceola St",peter.avonda@raymondjames.com,,Salesforce
11142996,Inactive Investor,Kyle Peters,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Overland Park KS 13501 Nall Ave",,,Salesforce
9599030,,David Smallidge,,,david.smallidge@mcgladrey.com,,List import
236181,, -,,[[Unknown]],mahesh.silva@outlook.com,,
10870201,Inactive Investor,Terry Devore,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
412,,,,,xman19892@interia.pl,,
11058399,Inactive Investor,Breanna Morrissey,,Deutsche Bank Securities Inc.,breanna@deutschewealth.com,,Salesforce
11204978,Inactive Investor,Kevin Roberts,,"Bankers Life Securities, Inc. Danbury CT 100 Reserve Rd",kevin.roberts@bankerslife.com,,Salesforce
10793060,Inactive Investor,Bernard Clark,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
352582,,Lauren Gwinn,Relationship Manager,"Greenspring Advisors, Llc",lauren.gwinn@greenspringadvisors.com,443-564-4600,Manual List Upload
11216692,,ฐากูร สะอาดเอี่ยม,,,wordtos.v.1900@gmail.com,0927675044,Web Form Fillout
11195120,Inactive Investor,Jennifer Musal,Senior Client Associate,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",jennifer.musal@rbc.com,,Salesforce
11099463,Inactive Investor,Meredith Philips,,HSBC Securities (USA) Inc. Chicago IL 227 W Monroe St,,,Salesforce
9556972,,John Hydrick,,,john.hydrick@lfg.com,,List import
227014,, -,,[[Unknown]],steven.granter@yahoo.com,,Direct
9597397,,Chuckra Chai,,,cchai@jhcap.com,,List import
11122703,Inactive Investor,Olivia Ade,Paraplanner,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",olivia.ade@ampf.com,,Salesforce
351348,,Chip Chaikin,Partner,Blue Point Capital Partners Llc,cchaikin@bluepointcapital.com,216-535-4700,Manual List Upload
11196748,Inactive Investor,Fabiola Ortiz Vera,,J.P. Morgan Securities LLC Fairfax VA 2905 District Ave,fabiola.ortiz-vera@jpmorgan.com,,Salesforce
11068092,Inactive Investor,Frank Patrick,Financial Advisor,"Ameriprise Financial Services, LLC Brighton MI 11290 Grand River Rd",frank.patrick@ampf.com,,Salesforce
11165535,Inactive Investor,Isaac Lee,,J.P. Morgan Securities LLC Hilliard OH 1600 Hilliard Rome Rd,isaac.lee@jpmorgan.com,,Salesforce
10833694,Inactive Investor,Joseph Parsons,Managing Member;Managing Partner;President,IAM Advisory LLC,jparsons@iamadvisoryllc.com,,Salesforce
11087668,Inactive Investor,Anum Melwani,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",anum.melwani@ml.com,,Salesforce
10602995,,Richard Anderson,,,richard.anderson@radiuscranes.com,,Web Form Fillout
10892980,Inactive Investor,Yahaira Martinez Sanchez,Registered Client Service Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,,,Salesforce
9647413,,George Venizelos,"Financial Advisor, Managing Director - Investments",,george.venizelos@wellsfargoadvisors.com,,List import
10814929,Inactive Investor,Steven Skapper,Managing Director;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",steven.skapper@wellsfargo.com,,Salesforce
10764896,Inactive Investor,Randy Salaki,,"Cambridge Investment Research, Inc. Irvine CA 9870 Research Dr",randy.salaki@jpmorgan.com,,Salesforce
11092378,Inactive Investor,Michael Murphy,Financial Advisor;Senior Vice President,UBS Financial Services Inc.,,,Salesforce
10615072,,Yash Dalal,"Family Wealth Director, Financial Advisor, Managing Director - Wealth Management",,yash.v.dalal@morganstanley.com,,List Import
9559684,,Peter Serra,,,peter.serra@valic.com,,List import
10917686,Inactive Investor,Kyle Erb,Financial Advisor,"Valeo Financial Advisors, LLC",kyle.erb@valeofinancial.com,,Salesforce
11088083,Inactive Investor,Facundo Rawson,Investment Advisor,"Acanto, LLC",facundo.rawson@acantollc.com,,Salesforce
11255382,Inactive Investor,Jordan Herwig,Associate Wealth Advisor,The Wealth Consulting Group Leawood KS 5251 W 116th Pl,jherwig@wealthcg.com,,Salesforce
10924908,Inactive Investor,Christian Nana Tanke,,"The Leaders Group, Inc. Palm Beach Gardens FL Private Residence",,,Salesforce
350663,,Billy Kirkpatrick,Managing Director,"Carl Marks Management Company, Llc",bkirkpatrick@carlmarks.com,212-909-8400,Manual List Upload
8675443,,Khristine Gamboa,,,akalyke@protonmail.com,,Web Form Fillout
11186413,Inactive Investor,Laura Sabo,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,laura.lagomasino@gs.com,,Salesforce
11209351,Inactive Investor,Alexander Majerczyk,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11053342,Inactive Investor,Richard Beckert,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",rick_beckert@ml.com,,Salesforce
9555263,,Scott Ciullo,,,scott.ciullo@kerberrose.com,,List import
9591230,,Muhamad Jammeh,,,mjammeh98@outlook.com,,List import
10924460,Inactive Investor,Madison Axtell-Stegman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11201721,Inactive Investor,Janis Winnett,,"CreativeOne Securities, LLC Canton GA Private Residence",jwinnett@c1s.net,,Salesforce
10929747,Inactive Investor,Chaim Gulkowitz,Chief Compliance Officer;Managing Partner,Mynad LLC Lakewood NJ 17 Buckingham Dr,,,Salesforce
10928701,Inactive Investor,Fabrizio Giacona,,"Osaic Wealth, Inc. Troy MI 200 E Big Beaver Rd",,,Salesforce
9580284,,Jean-Marc Jacobson,,,jeanmarc.jacobson@gmail.com,,List import
10932323,Inactive Investor,Jordan Hirsch,,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",jordan.hirsch@nm.com,,Salesforce
11026077,Inactive Investor,Allison Marcus,,NYLIFE Securities LLC Los Angeles CA 11342 Cashmere St,amarcus01@ft.newyorklife.com,,Salesforce
10867422,Inactive Investor,Benjamin Creamer,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,benjamin.creamer@fmr.com,,Salesforce
11118068,Inactive Investor,Marcus Childers,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",childersm@stifel.com,,Salesforce
9546114,,Logan Riegel,,,logan.riegel@troweprice.com,,List import
11102992,Inactive Investor,Steven Echenique,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,steven.echenique@edwardjones.com,,Salesforce
10876454,Inactive Investor,Jonathan Harris,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,jonathan.t.harris@lpl.com,,Salesforce
9647023,,alex Levy,,,alex@hillsoft.com,,List import
11095051,Inactive Investor,Robert Peterson,Senior Wealth Advisor,Crescent Grove Advisors,rpeterson@crescentgroveadvisors.com,,Salesforce
11195936,Inactive Investor,Brian Delung,Senior Client Advisor;Senior Vice President,Arvest Wealth Management Fort Smith AR 5000 Rogers Ave,bdelung@arvest.com,,Salesforce
9632133,,Greg Phillips,,,gphil89@gmail.com,,List import
334791,,Andrew Sommers,Limited Partner,E&e Advisors L.p.,asommers@eellp.com,212-891-8600,Manual List Upload
11038518,Inactive Investor,David Heiman,Lending Specialist;Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,david.heiman@morganstanley.com,,Salesforce
11071384,Inactive Investor,John Barnes,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Dallas TX 8383 Preston Center Plz,john.l.barnes.iii@morganstanley.com,,Salesforce
10905521,Inactive Investor,Gustavo e Paiva,Client Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,gustavo.paiva@jpmorgan.com,,Salesforce
11041509,Inactive Investor,Jie Laplante,Vice President,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,jie.laplante@jpmorgan.com,,Salesforce
10871559,Inactive Investor,Victorino Gabor,,"Transamerica Financial Advisors, Inc Chicago IL 3500 S Morgan St",victor.gabor@tfaconnect.com,,Salesforce
9599654,,Mark Murray,,,mark.murray@astra-amco.com,,List import
10950526,Inactive Investor,Nick Apoian,,GWN Securities Inc. Pompano Beach FL 5491 N University Dr,napoian@gwnsecurities.com,,Salesforce
10918427,Inactive Investor,Randy Neal,,Cetera Advisor Networks LLC Miami OK 2 N Main St,,,Salesforce
10856360,Inactive Investor,Matthew Schmit,,Cetera Advisor Networks LLC Villa Park IL 160 S Myrtle Ave,mschmit@ceteranetworks.com,,Salesforce
10936785,Inactive Investor,David Gilliatt,,"FBL Marketing Services, LLC Powell WY 762 E 3rd St",,,Salesforce
10836023,Inactive Investor,Hanna Lahood,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,hanna.lahood@morganstanley.com,,Salesforce
10926725,Inactive Investor,John Tauren,,Cetera Advisor Networks LLC Laurium MI 56730 Calumet Ave,,,Salesforce
10938036,Inactive Investor,James Leuenberger,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",james.leuenberger@prudential.com,,Salesforce
11196398,Inactive Investor,George Hemsley,Financial Planner;Investment Advisor;President;Principal;Regulatory Contact;Treasurer;Trustee,"Hemsley Advisors, Ltd. Barrington IL 432 N Hough St",ghemsley@hemsleyadvisors.com,,Salesforce
11093556,Inactive Investor,Emanuel Ludwig,Financial Advisor;Senior Portfolio Manager;Vice President,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",emanuel.ludwig@rbc.com,,Salesforce
10826784,Inactive Investor,Timothy Yount,Financial Advisor,Edward Jones Silverton OR 313 N Water St,timothy.yount@edwardjones.com,,Salesforce
11165608,Inactive Investor,Daniel Smith,Senior Vice President - Financial Products Compliance,"Wells Fargo Clearing Services, LLC",daniel.f.smith@wellsfargoadvisors.com,,Salesforce
11168870,Inactive Investor,Frederick Ross,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Atlanta GA 3630 Peachtree Rd NE",fred.ross@stifel.com,,Salesforce
9573210,,Scott Wang,,,scott.wang@bluearrow-llc.com,,List import
10866489,Inactive Investor,Jacqueline Choury,,PFS Investments Inc. Westminster CO 8671 Wolff Ct,jacqueline.choury@primerica.com,,Salesforce
11020897,Inactive Investor,Samantha Dwyer,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",samantha.dwyer@empower.com,,Salesforce
10769731,Inactive Investor,John Moses,Financial Advisor,Morgan Stanley Binghamton NY 50 Front St,jack.moses@morganstanley.com,,Salesforce
10907696,Inactive Investor,Dianne Waller,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,dianne.waller.tbze@statefarm.com,,Salesforce
10656959,,Don Shin,,,dshin@farmersagent.com,,List Import
235095,, -,,[[Unknown]],rickloureiro@gmail.com,,
342483,,Racheal Davis,,Sjhl Financial Group,rdavis@sjhl.com,620-241-1826,Manual List Upload
10853081,Inactive Investor,John Gallagher,Chief Compliance Officer;Managing Member,"Gallagher Capital Advisors, LLC",,,Salesforce
11003533,Inactive Investor,Sze Min Sim,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",,,Salesforce
9603641,,Inderjeet Singh,,,inderjeet.nexus@gmail.com,,List import
11054110,Inactive Investor,Colette Anselmo,,The Huntington Investment Company Willowbrook IL 715 Plainfield Rd,colette.m.anselmo@huntington.com,,Salesforce
232943,, -,,[[Unknown]],541155529@qq.com,,
333327,,Jim Uriah,,First Commonwealth Bank,juriah@fcbanking.com,,Manual List Upload
10647612,,Selmir Avdic,,,savdic@tiaa-cref.org,,List Import
10768827,Inactive Investor,Terrence Duffy,Senior Client Associate,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",terrence.duffyjr@wellsfargoadvisors.com,,Salesforce
11125559,Inactive Investor,Melanie Farmer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",melanie.l.farmer@ml.com,,Salesforce
10856954,Inactive Investor,Charles Boettcher,,"CNR Securities, LLC Beverly Hills CA 400 N Roxbury Dr",charles.boettcher@cnr.com,,Salesforce
10767164,Inactive Investor,Kurt Poling,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",kurt.poling@wellsfargoadvisors.com,,Salesforce
10882487,Inactive Investor,Matthew Hettinga,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,,,Salesforce
11087756,Inactive Investor,Michael Walker,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",michael.a.walker@prudential.com,,Salesforce
10838675,Inactive Investor,Kenneth Hankinson,,NYLIFE Securities LLC New York NY 420 Lexington Ave,khankinson@ft.newyorklife.com,,Salesforce
10813949,Inactive Investor,Lesta Sanchez,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Denver CO 8401 E Belleview Ave",lesta.marsh@usbank.com,,Salesforce
10899106,Inactive Investor,Jessica Heberger,Senior Client Associate,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",jessica.heberger@rbc.com,,Salesforce
240755,,Ades Ronnee,,[Unknown],rades@business.rutgers.edu,,Event
11124151,Inactive Investor,Michael Ellis,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",mike.ellis@nm.com,,Salesforce
10786397,Inactive Investor,Christopher Roehrkasse,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.roehrkasse@fidelity.com,,Salesforce
10925414,Inactive Investor,Anthony Trupiano,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Safe Money Solutions, LLC",,,Salesforce
11135576,Inactive Investor,Nathan Rego,Financial Advisor;Vice President,"Osaic Institutions, Inc. New Bedford MA 23 Elm St",nrego@infinexgroup.com,,Salesforce
233717,, -,,[[Unknown]],cactipip@yahoo.co.uk,,
9544754,,Cheng Peng,,,chengwanlipeng@gmail.com,,List import
10908442,Inactive Investor,Maxwell Loeb,,"Kestra Investment Services, LLC Valhalla NY 500 Summit Lake Dr",,,Salesforce
9598272,,Benjamin Burkley,,,bburkley@stratoswealthpartners.com,,List import
10806489,Inactive Investor,Jim Ladlie,,"Cambridge Investment Research, Inc. Saint Peters MO 1 Mid Rivers Mall Dr",,,Salesforce
10842654,Inactive Investor,William Blanke,,"HighTower Securities, LLC Palm Desert CA 230 Strada Nova",rblanke01@hightoweradvisors.com,,Salesforce
11116529,Inactive Investor,Matthew Duhon,,"Wells Fargo Clearing Services, LLC Spring TX 7801 Research Forest Dr",,,Salesforce
11137007,Inactive Investor,Daniel Humbert,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",daniel_humbert@ml.com,,Salesforce
11082217,Inactive Investor,Kalpana Thakkar,,Fidelity Brokerage Services LLC,,,Salesforce
10936978,Inactive Investor,Mark Henderson,Financial Advisor,LPL Financial LLC Somerset KY 1846 S Hwy 27,mark.henderson@lpl.com,,Salesforce
340545,,Blake Apel,Partner,"Trinity Hunt Management, L.p.",bapel@trinityhunt.com,214-777-6600,Manual List Upload
10922716,Inactive Investor,Alex Kruszewski,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11055400,Inactive Investor,Karen Klukososki,Platform Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
228754,, -,,[[Unknown]],thienkim76@yahoo.com,,
11107393,Inactive Investor,Elizabeth Cherian,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",echerian@financialguide.com,,Salesforce
11240082,,[Unknown],,,dpc0275@yahoo.com,,Web Form Fillout
10916344,Inactive Investor,Peesh Sylvain,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
11032382,Inactive Investor,Rex Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",rex.jones@wellsfargoadvisors.com,,Salesforce
11008197,Inactive Investor,Melanie Gibbens,,PFS Investments Inc. Lawrence KS 901 Kentucky St,mgibbens@primerica.com,,Salesforce
9548933,,Donald Gumela,,,donaldgumela@icloud.com,,List import
11188272,Inactive Investor,Lawrence French,,"Osaic Wealth, Inc. Tampa FL 3802 W Bay to Bay Blvd",,,Salesforce
10812020,Inactive Investor,James Gist,,PFS Investments Inc. Augusta GA 3124 Washington Rd,james.gist@primerica.com,,Salesforce
10772659,Inactive Investor,David Reiniger,Financial Advisor,LPL Financial LLC Westerville OH 1001 Eastwind Dr,david.reiniger@lpl.com,,Salesforce
10827917,Inactive Investor,David Ford,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.ford@fidelity.com,,Salesforce
11194728,Inactive Investor,Tao Xie,,"Avantax Investment Services, Inc. Patterson NY 2190 Rte 22",,,Salesforce
10802895,Inactive Investor,Phil Harris,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wichita Falls TX 2525 Kell Blvd",,,Salesforce
9641078,,Mike Carballo,,,mike@aapcapitaladvisory.com,,List import
1005753,Inactive Investor,Mary Edna Purjes,,Rockwood Group,mary@rockwoodgroup.com,,
9579283,,James Johnson,,,jjohnson@nfp.com,,List import
10849285,Inactive Investor,Noelle Kim,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",noelle.kim@tfaconnect.com,,Salesforce
11012743,Inactive Investor,Trent Pearce,,"Brokers International Financial Services, LLC. Omaha NE 10831 Old Mill Rd",tpearce@brokersifs.com,,Salesforce
333812,,Lauren Polsgrove,Senior Practice Manager,Krilogy,lpolsgrove@krilogy.com,314-884-2800,Manual List Upload
9601069,,Douglas Stroot,,,douglas.stroot@trilogyfs.com,,List import
10813693,Inactive Investor,Nancy Tomasich,,Cetera Advisors LLC Baton Rouge LA 4626 Sherwood Common Blvd,nancy.case@ceteraadvisors.com,,Salesforce
10965445,Inactive Investor,Jacob Hardy,,Edward Jones Sumner WA 1026 Main St,,,Salesforce
11155282,Inactive Investor,Larry Ailes,,Sigma Financial Corporation Conyers GA Private Residence,,,Salesforce
9631716,,Sergio Zeno,,,szeno22@gmail.com,,List import
241368,Inactive Investor,Candace Shira,,[Unknown],cshira@candaceshira.com,(585) 249-1550,Database Upload
10898219,Inactive Investor,Daniel Thompson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,daniel.thompson@fidelity.com,,Salesforce
10853338,Inactive Investor,Joseph Grabar,Chief Compliance Officer;Chief Executive Officer;Managing Principal;Trustee,"Fortress Private Ledger, LLC",joe.grabar@fortressfp.com,,Salesforce
10615581,,Jason Lehrer,Financial Advisor,,jlehrer@msfg.info,,List Import
5629082,,Pawel Januszek,,,wisdomate@gmail.com,,Web Form Fillout
10806374,Inactive Investor,Armando Dirienzo,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Florham Park NJ 200 Campus Dr",armando.dirienzo@ampf.com,,Salesforce
9558875,,Cathleen Morici,,,cmorici@hightoweradvisors.com,,List import
10855048,Inactive Investor,Kevin Patterson,Financial Advisor,LPL Financial LLC Huntington Beach CA 7777 Center Ave,kevin.patterson@lpl.com,,Salesforce
10936673,Inactive Investor,Clay Strack,,Evercore Group L.L.C. Houston TX 909 Fannin St,clay.strack@evercore.com,,Salesforce
10762727,Inactive Investor,Michael Svec,Financial Advisor;Portfolio Management Director;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,michael.svec@morganstanley.com,,Salesforce
11064332,Inactive Investor,Joshua Weisbrot,Director - Alternative Investments;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley,joshua.d.weisbrot@morganstanley.com,,Salesforce
9590529,,KHAJAPEER PALAGIRI,,,arshad24_eee@hotmail.com,,List import
10919593,Inactive Investor,Charles Morgan,,Cetera Financial Specialists LLC Lebanon NH 31 Old Etna Rd,,,Salesforce
10972800,Inactive Investor,Sharon Tran,,Firstrade Securities Inc.,sharon.tran@firstrade.com,,Salesforce
10998479,Inactive Investor,Yuezue Price,,"Transamerica Financial Advisors, Inc Saratoga CA 1821 Saratoga Ave",yuezue.price@tfaconnect.com,,Salesforce
3281044,,Raul Pop,,,pop.raul62@yahoo.com,,Web Form Fillout
10892486,Inactive Investor,Linda Fox,,Cetera Advisor Networks LLC New Port Richey FL 11161 Trinity Blvd,,,Salesforce
10833533,Inactive Investor,Barrett Butlien,,Commonwealth Financial Network Tarrytown NY 220 White Plains Rd,bbutlien@commonwealth.com,,Salesforce
9611154,,Adrien Riot,,,adrien.riot@icloud.com,,List import
9616258,,Matthew Murphy,,,matthew.murphy@betterment.com,,List import
11141758,Inactive Investor,Laura Tapp,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11153225,Inactive Investor,William Ahonen,Financial Advisor,"MML Investors Services, LLC Uniontown OH 1549 Boettler Rd",wahonen@financialguide.com,,Salesforce
11111207,Inactive Investor,Ann Bailey,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,anncgibson@primerica.com,,Salesforce
11148152,Inactive Investor,Jing Wang,,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
11217008,,Jarrod Giroue,,,jgiroue@stephens.com,,Other
9554060,,Phillip Auguste,,,phillipauguste@gmail.com,,List import
11089425,Inactive Investor,Angela Cantrell,,Edward Jones Muskogee OK 600 Emporia St,,,Salesforce
10891086,Inactive Investor,Blessing Rodriguez,,J.P. Morgan Securities LLC Chino Hills CA 13011 Peyton Dr,blessing.g.alfonzo@jpmorgan.com,,Salesforce
9582156,,Mark Black,,,mblack@tricadiacapital.com,,List import
9576790,,Jessica m Destefano -,,,followyourart2@gmail.com,,List import
8832486,,Arsalan Naich,,,arsalannaich7@gmail.com,,Web form fillout
10921862,Inactive Investor,Wilson Wang,Chief Compliance Officer;Managing Member,Twin Peaks Capital LLC,wilson.wang@twinpeakscap.com,,Salesforce
11098619,Inactive Investor,Gail Landry,,Robert W. Baird & Co. Incorporated Sarasota FL 1 Sarasota Center Blvd,,,Salesforce
65941,,Adam Klohr,"Financial Consultant, Regional Development Director",Thrivent Investment Management Inc.,adam.klohr@thrivent.com,904-545-0645,
11107632,Inactive Investor,Duane Bolinger,Lead Advisor;Principal;Shareholder,Eldon Reese Advisory Group,,,Salesforce
10807220,Inactive Investor,George Limperopoulos,Private Wealth Advisor,"Ameriprise Financial Services, LLC Garden City NY 377 Oak St",george.k.limperopoulos@ampf.com,,Salesforce
731,,,,,pamwillits09354@freenet.de,,
11109094,Inactive Investor,Maria Murphy,,PFS Investments Inc. Oxnard CA 3401 W 5th St,maria.murphy@primerica.com,,Salesforce
10893540,Inactive Investor,Oscar Guerrero,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,oscar.guerrero@fidelity.com,,Salesforce
9562471,,Coventry Edwards-pitt,,,cedwards-pitt@ballentinepartners.com,,List import
10814913,Inactive Investor,Dale Goff,Financial Advisor,"Ameriprise Financial Services, LLC Charleston WV 101 Washington St E",dale.a.goff@ampf.com,,Salesforce
11109187,Inactive Investor,Holly Ownbey,,PFS Investments Inc. Russellville AR 310 S Boston Ave,holly.ownbey@primerica.com,,Salesforce
350055,,Scott Wynant,"Financial Advisor, Managing Director","Crossmark Global Investments, Inc.",swynant@crossmarkglobal.com,713-243-6711,
10908501,Inactive Investor,Jeffrey Leibfarth,,GWN Securities Inc. Liberty Township OH Private Residence,jleibfarth@gwnsecurities.com,,Salesforce
9584903,,Ross Almlie,,,ross@futurebright4u.com,,List import
10753876,Inactive Investor,James Badorek,,"Allstate Financial Services, LLC",jamesbadorek@allstate.com,,Salesforce
11217266,,Thomas Mayer,,,tmayer@lincolninvestment.com,,Other
11100799,Inactive Investor,Brett Reeves,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brett.reeves@fidelity.com,,Salesforce
11010564,Inactive Investor,Tyler Kosmas,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
11088275,Inactive Investor,Andrew Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 648 Long Point Rd",,,Salesforce
11057502,Inactive Investor,Blanca Benitez,,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
10953453,Inactive Investor,Kenneth Carlson,,"Citizens Securities, Inc. Pawtucket RI 380 Smithfield Ave",kenneth.carlson@citizensbank.com,,Salesforce
9626253,,Glenn Fluegge,,,gfluegge@yahoo.com,,List import
224974,,nick vilord,,individual investor,nvilord@aol.com,,Content
11143062,Inactive Investor,Lewis Chia,,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",chial@stifel.com,,Salesforce
1004230,Inactive Investor,Peter Boockvar,,Peter Boockvar,pboockvar@yahoo.com,,3rd Party Lead Gen
10777415,Inactive Investor,Gary Plum,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Bradenton FL 1401 Manatee Ave W,gary.plum@morganstanley.com,,Salesforce
242923,,Karen Campbell,Financial Advisor,LPL Financial,karen.campbell@lpl.com,,Manual List Upload
10870349,Inactive Investor,Arnold Pechler,,"J.W. Cole Financial, Inc. Fairport NY 6800 Pittsford Palmyra Rd",,,Salesforce
10841128,Inactive Investor,Kyle Cryer,Financial Advisor,LPL Financial LLC El Segundo CA 2100 Park Pl,kyle.cryer@lpl.com,,Salesforce
11076553,Inactive Investor,Nicole Ochoa,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,nicole.ochoa@morganstanley.com,,Salesforce
11103503,Inactive Investor,Brian Savage,Chief Compliance Officer;Partner,"Forum Financial Management, LP Plainfield IL Private Residence",bsavage@forumfin.com,,Salesforce
11058486,Inactive Investor,Lani Pomales,,Fidelity Brokerage Services LLC,,,Salesforce
11033364,Inactive Investor,Richard Anderson,Investment Advisor Representative,"Royal Fund Management, LLC",randerson@royalfundmanagement.com,,Salesforce
229717,, -,,[[Unknown]],empirekevin@yahoo.com,,Paid Search
10942347,Inactive Investor,Xun Liu,Financial Consultant,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",,,Salesforce
11131204,Inactive Investor,Milton Morse,Branch Manager;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,milton.morse.iii@morganstanley.com,,Salesforce
10917615,Inactive Investor,Walter Beck,Chief Compliance Officer;President,"Tailwind Wealth Management, LLC",,,Salesforce
9560699,,Vanesa White,,,vanesavwhite@jourrapide.com,,List import
10913051,Inactive Investor,Ryan Heese,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11092472,Inactive Investor,David Smarrelli,Financial Planner;Financial Professional,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",dsmarrelli@financialguide.com,,Salesforce
9570041,,Michael James,,,sdmikejames@gmail.com,,List import
1650319,,Tarun kumar Tarun kumar,,[Unknown],tarunkumar902623@gmail.com,,
10838257,Inactive Investor,Linda Katz,,Cetera Advisor Networks LLC Wellington FL Private Residence,,,Salesforce
219507,,BRIAN CUNNINGHAM,,[Unknown],brianhcunningham@gmail.com,,Direct
10584664,,David Cornwell,,,davidcornwell@outlook.com,,Web Form Fillout
11179439,Inactive Investor,Victoria Sukhoy,Personal Banker,"Wells Fargo Clearing Services, LLC Portland OR 5444 SE 82nd Ave",,,Salesforce
10506103,,Cliff Cosper,Financial Advisor,Innovative Financial Group,cliff.cosper@askifg.com,254-342-3939,List import
228358,, -,,[[Unknown]],692999673@qq.com,,
11023451,Inactive Investor,Mark Lopez,,State Farm VP Management Corp. Albuquerque NM 8520 Montgomery Blvd NE,,,Salesforce
11181207,Inactive Investor,Miriam Lerdo,Associate Vice President;Wealth Management Associate,Morgan Stanley Red Bank NJ 20 Linden Pl,miriam.lerdo@morganstanley.com,,Salesforce
10975546,Inactive Investor,Kieron Reifsnider,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10786964,Inactive Investor,Daniel Borah,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",daniel.borah@schwab.com,,Salesforce
10961545,Inactive Investor,Lucas Jordan,Financial Advisor,"Ameriprise Financial Services, LLC Manchester ME 27 Bowdoin St",lucas.jordan@ampf.com,,Salesforce
9591208,,Stephen Cohen,,,scohen@bishoprockcap.com,,List import
10755005,Inactive Investor,Kristy Hobbs,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",kristy_hobbs@ml.com,,Salesforce
11254836,Inactive Investor,Cathleen Wrisberg,Chief Compliance Officer,"Financial & Tax Architects, LLC",,,Salesforce
10767972,Inactive Investor,Joshua Curran,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
11155553,Inactive Investor,Matthew Runkle,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11052661,Inactive Investor,Matthew Brooks,Associate,LPL Financial LLC Grand Prairie TX 425 W Jefferson St,matthew.brooks@lpl.com,,Salesforce
347007,,Bradley Herrick,Partner,"Wellspring Capital Advisors, Llc",bherrick@wellspringcap.com,312-346-6822,Manual List Upload
10982569,Inactive Investor,Kirsten Frosch,,"Mesirow Financial, Inc.",kfrosch@mesirowfinancial.com,,Salesforce
11074869,Inactive Investor,Shane Robbins,Investment Advisor Representative,"Peak Investment Coaching, LLC",allen@peakinvestmentcoaching.com,,Salesforce
9640807,,Karen Coston,,,kcchenille@gmail.com,,List import
10818955,Inactive Investor,Cole Reavis,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11057978,Inactive Investor,Bradley Lewis,Financial Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Fort Smith AR 1823 Dodson Ave",,,Salesforce
10860094,Inactive Investor,Ralph Winton,Chief Compliance Officer;Chief Financial Officer,"Covey Capital Advisors, LLC Atlanta GA 3353 Peachtree Rd NE",swinton@coveycap.com,,Salesforce
11199747,Inactive Investor,Charlie Situ,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10931521,Inactive Investor,Robert Clow,,GWN Securities Inc. Mesquite TX 209 W College St,rclow@gwnsecurities.com,,Salesforce
10766188,Inactive Investor,Kyle Parker,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",kyle.parker@nm.com,,Salesforce
11156835,Inactive Investor,James Reed,,"FBL Marketing Services, LLC Lawrence KS 2201 W 25th St",ron.reed@fbfs.com,,Salesforce
11015157,Inactive Investor,Guillermo Quiroga,,Puente Servicios Financieros LLC,gquiroga@puentenet-usa.com,,Salesforce
9631614,,Papi Chabalala,,,teejmatic@gmail.com,,List import
9564368,,Stephanie Lynch,,,lynch_stephanie@yahoo.com,,List import
10872745,Inactive Investor,Eva Martinlong,,State Farm VP Management Corp. Cupertino CA 10011 N Foothill Blvd,,,Salesforce
11003702,Inactive Investor,Gregory Smith,Financial Advisor,LPL Financial LLC Colorado Springs CO 3606 Austin Bluffs Pkwy,gregory.smith@lpl.com,,Salesforce
10983166,Inactive Investor,Manuel Turner,,"Equity Services, Inc. Alpharetta GA 925 N Point Pkwy",mturner@nationallife.com,,Salesforce
9633140,,John Marx,,,john.marx@edgewealth.com,,List import
10798480,Inactive Investor,Matthew Mayer,,"Packerland Brokerage Services, Inc. Green Bay WI 2633 Development Dr",matthew_mayer@packerlandbrokerage.com,,Salesforce
10955278,Inactive Investor,Norman Clarke,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11194251,Inactive Investor,Haley Clanton,Wealth Management Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",haley.clanton@tiaa.org,,Salesforce
120698,,Nikki Chuang,Business Development Consultant,"AssetMark, Inc.",nikki.chuang@assetmark.com,312-553-8170,
11061994,Inactive Investor,Richard McAdams,Investment Advisor,Kingsbury Capital Investment Advisors LLC Orlando FL Private Residence,rmcadams@kingsburycap.com,,Salesforce
11074164,Inactive Investor,Ross Heinz,Financial Center Manager;Vice President,"Fifth Third Securities, Inc. Woodridge IL 7515 Janes Ave",ross.heinz@53.com,,Salesforce
10791189,Inactive Investor,Richard Patap,,Patap Financial Services,,,Salesforce
10824431,Inactive Investor,Jon Najarian,Co-Founder;Member,"Najarian Family Office, LLC Chicago IL 411 S Wells St",,,Salesforce
9565105,,Robert Houle,,,rhoule@financialguide.com,,List import
10997654,Inactive Investor,Eric Elmore,Investment Advisor,PNC Investments Southlake TX 2200 W Southlake Blvd,,,Salesforce
345137,,Brian Brunner,Managing Member,"Centerpoint Wealth Management, Llc",brian@centerpointwm.com,317-973-7700,Manual List Upload
11305573,Inactive Investor,Daniel Blaustein,,CIBC Private Wealth,,(617) 531-6973,Salesforce
11177851,Inactive Investor,Lawrence Sizeler,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",larry.sizeler@wellsfargoadvisors.com,,Salesforce
11228927,Inactive Investor,Jeremy Blubaugh,,Edward Jones Chester VA 13135 Rivers Bend Blvd,,,Salesforce
10760619,Inactive Investor,Julie Sikes,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",,,Salesforce
10797011,Inactive Investor,Julie Greenberg,Client Associate,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",julie.greenberg@rbc.com,,Salesforce
11113982,Inactive Investor,Raymond Bradley,Financial Associate,Thrivent Investment Management Inc. Lexington SC 1909C Augusta Hwy,raz.bradley@thrivent.com,,Salesforce
11105165,Inactive Investor,Briana Burnett,,"Raymond James & Associates, Inc. Columbia SC 1230 Main St",briana.burnett@raymondjames.com,,Salesforce
10791078,Inactive Investor,Sandra Cullen,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Cambridge MA 97 Mount Auburn St",scullen@tiaa-cref.org,,Salesforce
9573740,,Hayley Locker,,,hlocker@bamfunds.com,,List import
11049090,Inactive Investor,William Jasionowski,Associate Vice President;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Red Bank NJ 125 Half Mile Rd",william.jasionowski@benjaminfedwards.com,,Salesforce
10907642,Inactive Investor,Joshua Wineriter,,Goldman Sachs Custody Solutions Dallas TX 2001 Ross Ave,,,Salesforce
10774741,Inactive Investor,Ken Crawford,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",ken.crawford@ml.com,,Salesforce
10922835,Inactive Investor,William Griffioen,Chief Compliance Officer;Founder;Principal,"Elite Focus Private Wealth, LLC",william@elitefocuspw.com,,Salesforce
11174724,Inactive Investor,Quentin Sampson,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",quentin.sampson@schwab.com,,Salesforce
10953864,Inactive Investor,Joanna Jadlow,Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,joanna.jadlow@corient.com,,Salesforce
11070319,Inactive Investor,Andrea Carpenter,,"Geneos Wealth Management, Inc. Knoxville TN 306 Prosperity Rd",,,Salesforce
10869989,Inactive Investor,Richard Phillips,,"Mesirow Financial, Inc. New York NY 140 E 45th St",,,Salesforce
10975527,Inactive Investor,Jason Harris,,"The Strategic Financial Alliance, Inc. Raleigh NC 2301 Stonehenge Dr",jharris@thesfa.net,,Salesforce
11141995,Inactive Investor,Maxwell Murray,,"Raymond James & Associates, Inc.",maxwell.murray@raymondjames.com,,Salesforce
10925844,Inactive Investor,Brian Gard,Financial Advisor,Edward Jones Tucson AZ 8567 N Silverbell Rd,brian.gard@edwardjones.com,,Salesforce
10962925,Inactive Investor,Robert La Penna,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9604172,,Antonio Morris,,,antmorr21@gmail.com,,List import
10771752,Inactive Investor,Alex Caraballo,,Morgan Stanley Miami FL 200 S Biscayne Blvd,alex.caraballo@morganstanley.com,,Salesforce
11014357,Inactive Investor,Wenbo Jiang,,Cetera Investment Services LLC Beverly Hills CA 9378 Wilshire Blvd,,,Salesforce
10773901,Inactive Investor,Marielena Scanlon Gomez,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,mscanlon2@ft.newyorklife.com,,Salesforce
9629833,,Larry Loeser,,,ltloeser@aol.com,,List import
10758237,Inactive Investor,Joan Goshow,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Exton PA 707 Eagleview Blvd",jgoshow@wfafinet.com,,Salesforce
11189745,Inactive Investor,Willliam Love,,"Allstate Financial Services, LLC Federal Way WA 29918 Pacific Hwy S",billlove@allstate.com,,Salesforce
10816581,Inactive Investor,Allen Vela,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,allen.vela@primerica.com,,Salesforce
197217,,Ibad Ali,,[Unknown],muhammadibadali@gmail.com,,source
10777825,Inactive Investor,Alexander Macina,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alexander.macina@fidelity.com,,Salesforce
10768091,Inactive Investor,David King,,USCA Securities LLC,dking@uscallc.com,,Salesforce
10913908,Inactive Investor,Josephine Trotta,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President,Pathfinder Wealth Advisors LLC Independence OH 6100 Oak Tree Blvd,josephine@pathfinderwealthadvisors.com,,Salesforce
11097584,Inactive Investor,Edward Komito,Manager;Managing Member;Member,"Elk Capital Advisors, LLC",ed@elkcapitaladvisorsllc.com,,Salesforce
11194000,Inactive Investor,David Chavez,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
10995640,Inactive Investor,Austin Crawford,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,austin.crawford@jpmorgan.com,,Salesforce
10989572,Inactive Investor,Timothy Sampson,,"VALIC Financial Advisors, Inc.",,,Salesforce
10838705,Inactive Investor,Janice Frankowski,,Lincoln Investment Oaklyn NJ Private Residence,jfrankowski@lincolninvestment.com,,Salesforce
10981232,Inactive Investor,Ian Stambaugh,,Vanguard Marketing Corporation,ian_stambaugh@vanguard.com,,Salesforce
9563027,,Rich Mercurio,,,mercury8@mac.com,,List import
11113994,Inactive Investor,Michael Gabrielian,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
9642063,,Siddharth Mehta,,,siddharth9401@gmail.com,,List import
11116535,Inactive Investor,Mariana Villegas,,J.P. Morgan Securities LLC San Diego CA 5303 Ruffin Rd,mariana.villegas@jpmorgan.com,,Salesforce
11077930,Inactive Investor,Jeremy Schipp,Investment Executive,"Fifth Third Securities, Inc. Haubstadt IN 601 E State Road 68",jeremy.schipp@53.com,,Salesforce
11169171,Inactive Investor,James Gainspoletti,,"Raymond James Financial Services, Inc. Cleveland MS 805 W Sunflower Rd",james.gainspoletti@raymondjames.com,,Salesforce
11182704,Inactive Investor,Luis Munoz,,"W&S Brokerage Services, Inc. Corpus Christi TX 4444 Corona Dr",luis.munoz@wslife.com,,Salesforce
10778121,Inactive Investor,Michael Peyser,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",michael.peyser@raymondjames.com,,Salesforce
9586738,,Zack Dowell,,,zack.dowell@fidelity.com,,List import
10800433,Inactive Investor,Stanley Smith,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 4705 S Apopka Vineland Rd",stan_smith@ml.com,,Salesforce
10818748,Inactive Investor,Fouad Zeaiter,Financial Advisor,"Ameriprise Financial Services, LLC Portage MI 7950 Moorsbridge Rd",fouad.h.zeaiter@ampf.com,,Salesforce
11023778,Inactive Investor,Ronald Kelly,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Syracuse NY 250 S Clinton St",rkelly@tiaa-cref.org,,Salesforce
10645725,,Edward Ghislandi,,,edward.ghislandi@credit-suisse.com,,List Import
10937977,Inactive Investor,Rogelio Mai,,"Horace Mann Investors, Inc. Lake Forest IL 100 Saunders Rd",roger.mai@horacemann.com,,Salesforce
9624669,,Michele Lance,,,michelelance@protonmail.com,,List import
11081924,Inactive Investor,Laura Beas,,PFS Investments Inc. Whittier CA 6736 Greenleaf Ave,lbeas@primerica.com,,Salesforce
10927252,Inactive Investor,Parker Childs,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11051847,Inactive Investor,Graeme Rein,Chief Investment Officer;Managing Member,"Yorkmont Capital Management, LLC",grein@yorkmontcapital.com,,Salesforce
10879533,Inactive Investor,Lauren Cingilli,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
145552,,Gaurav Kedia,,[Unknown],gaurav@kediacom.com,,source
10831800,Inactive Investor,Jesse Carbajal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",jesse.carbajal@ml.com,,Salesforce
11063133,Inactive Investor,Kevin Hsu,Chief Compliance Officer;Managing Director,Summit Gates Capital,khsu@summitgatescapital.com,,Salesforce
10951339,Inactive Investor,Joseph Cole,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",michael.cole@nm.com,,Salesforce
11236722,Inactive Investor,Steven Guipe,Wealth Advisor,Maner Wealth,,,Salesforce
10756182,Inactive Investor,Sumedha Arekar,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",sumedha.arekar@ml.com,,Salesforce
10644603,,Joseph Lavely,,,jlavely@metronomepartners.com,,List Import
11098383,Inactive Investor,Peter Coleman,,"Cambridge Investment Research, Inc. Golden CO 350 Indiana St",,,Salesforce
10841779,Inactive Investor,Mark Cole,Financial Planner,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,macole@rwbaird.com,,Salesforce
10943611,Inactive Investor,Ibrahim Khan,,Citigroup Global Markets Inc.,,,Salesforce
10973117,Inactive Investor,Henry Townsend,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10945389,Inactive Investor,Kavi Virk,,Veda Financial Investment Advisory Los Angeles CA Private Residence,,,Salesforce
11136754,Inactive Investor,William Bailey,,"Avantax Investment Services, Inc. Rochester NY 70 Linden Oaks",,,Salesforce
10785460,Inactive Investor,Mark Morgan,Director - Corporate Client Group;Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Wealth Advisor,Morgan Stanley Folsom CA 2365 Iron Point Rd,mark.s.morgan@morganstanley.com,,Salesforce
9640315,,Felix Signorell,,,felix.signorell@ardian.com,,List import
9605144,,Glenn Glenn,,,james.glenn1125@gmail.com,,List import
374428,,Jason Heffernan,,,,815-519-1142,Salesforce
11100625,Inactive Investor,Barret Roosa,,LPL Financial LLC Tampa FL 3410 Henderson Blvd,barret.roosa@lpl.com,,Salesforce
11053353,Inactive Investor,Paula Dougherty,Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield MO 1525 E Republic Rd",paula.j.dougherty@ampf.com,,Salesforce
11229258,Inactive Investor,Christian Skekloff,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",,,Salesforce
11254477,Inactive Investor,Christopher Friend,,"Wells Fargo Clearing Services, LLC Burnsville NC 109 Town Sq",christopher.friend@wellsfargo.com,,Salesforce
10803216,Inactive Investor,David Furmanski,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",david.furmanski@ml.com,,Salesforce
10769473,Inactive Investor,Brian Kauffman,,Morgan Stanley Fairfield CT 1229 Post Rd,,,Salesforce
10797421,Inactive Investor,Craig Walling,Financial Advisor,"Ameriprise Financial Services, LLC Wayne NE 212 Main St",craig.m.walling@ampf.com,,Salesforce
11150187,Inactive Investor,Paul Corbeil,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hudson OH 43 Village Way,paul.corbeil@ubs.com,,Salesforce
10897174,Inactive Investor,Nina Fairchild,,Citigroup Global Markets Inc. Atlanta GA 2859 Paces Ferry Rd SE,,,Salesforce
11004095,Inactive Investor,Monica Crow,,PFS Investments Inc. Billings MT 1643 Lewis Ave,mcrow@primerica.com,,Salesforce
11011868,Inactive Investor,Todd Pittl,,"P.J. Robb Variable, LLC Fort Myers FL 3949 Evans Ave",,,Salesforce
11026497,Inactive Investor,Daniel Adel,,PlanMember Securities Corporation Lake City FL Private Residence,,,Salesforce
11127387,Inactive Investor,Paul Cassidy,,"Farmers Financial Solutions, LLC Oceanside CA 2170 S El Camino Real",pcassidy@farmersagent.com,,Salesforce
11221943,,Michael Darr,,,mdarr@honkamp.com,,List Import
10763240,Inactive Investor,Brian Noone,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",brian_noone@ml.com,,Salesforce
9587149,,Nancy Vu,,,nancy.vu@ofswealth.com,,List import
10829699,Inactive Investor,Craig Lindemann,Financial Advisor;Senior Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,craig.lindemann@morganstanley.com,,Salesforce
9543244,,Jacob Gibbons,,,jacob.gibbons@fmr.com,,List import
10617339,,Alison Brandt,,,alison.l.brandt@ampf.com,,List Import
9592666,,Scott Peterson,,,scott@petersonwealth.com,,List import
10603822,,Peter Sosnowski,"Chief Executive Officer, Chief Operating Officer, Regulatory Contact, Senior Vice President","Siebert AdvisorNXT, LLC.",psosnowski@siebert.com,,List Import
9613837,,matthew williams,,,matthew.williams@carmignac.com,,List import
186095,,Eric Hishamuddin,,TSI,eric.hishamuddin@gmail.com,(013) 310-5180,
11232591,Inactive Investor,Brenden Walsh,,"Empower Financial Services, Inc Moosic PA 30 Scranton Office Park",brenden.walsh@empower.com,,Salesforce
229729,,Michael Collins -,,Michael Collins [[Unknown]],mjcollins825@cox.net,,
10762289,Inactive Investor,Sharon Trujillo,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Cruces NM 425 S Telshor Blvd",sharon_trujillo@ml.com,,Salesforce
10357864,,Xavier C,,,xavier.chan@juliusbaer.com,,Web form fillout
235817,, -,,[[Unknown]],martin@nexo.io,,
10904715,Inactive Investor,Gabriel Ruz,Financial Advisor,Edward Jones La Mesa CA 7777 Alvarado Rd,gabriel.ruz@edwardjones.com,,Salesforce
9616405,,Ryan Irish,,,me@ryanc.irish,,List import
10977263,Inactive Investor,Larry Bevins,,"Allstate Financial Services, LLC Hurricane WV 2939 Virginia Ave",larrybevins@allstate.com,,Salesforce
9622193,,Jeff Crichton,,,crichton18@gmail.com,,List import
11006811,Inactive Investor,Donna Dace,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,donnamarieturner@primerica.com,,Salesforce
10930930,Inactive Investor,Glenn Ankenbrand,Chief Executive Officer;Financial Planner;Investment Advisor;Owner;President,G.H.A. Financial Planning,,,Salesforce
10935269,Inactive Investor,Lena Lee,,PFS Investments Inc. McDonough GA 1500 Pennsylvania Ave,lena.lee@primerica.com,,Salesforce
9635511,,David Stuehr,,,ds@longfellowinvestment.com,,List import
9606747,,Daehoon Park,,,lawdhpark@gmail.com,,List import
10849924,Inactive Investor,Robert Mefford,,"Osaic Wealth, Inc. Richardson TX 2435 N Central Expy",,,Salesforce
10888766,Inactive Investor,Elizabeth Winslett,,LPL Financial LLC San Francisco CA 50 California St,elizabeth.winslett@lpl.com,,Salesforce
11101341,Inactive Investor,Albert Vonholt,Chief Compliance Officer;President,"Von Holt Financial Advisors, Inc.",albert@vonholt-fa.com,,Salesforce
9601655,,Adam Bos,,,abos@sigmafinancial.com,,List import
210659,,Ryan Barnes,,[Unknown],barnesry@gmail.com,,Paid Social
11110293,Inactive Investor,Thomas Mandile,,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
10826965,Inactive Investor,Ashley Sundseth,Registered Client Associate,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",ashley.c.sundseth@wellsfargo.com,,Salesforce
11128044,Inactive Investor,William Belcher,Financial Advisor,LPL Financial LLC Suwanee GA 530 Highland Station Dr,paul.belcher@lpl.com,,Salesforce
11135076,Inactive Investor,Nicholas Ternes,Financial Advisor,"Ameriprise Financial Services, LLC Inver Grove Heights MN 2918 Upper 55th St",nicholas.x.ternes@ampf.com,,Salesforce
11155373,Inactive Investor,Connor Stiscak,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
11150683,Inactive Investor,Amanda Robbins,,NYLIFE Securities LLC Omak WA 20 N Main St,akrobbins@ft.newyorklife.com,,Salesforce
11221666,,Richard Dupont,,,rdupont@firstrepublic.com,,List import
346870,,David Coyne,Portfolio Manager,Setanta Asset Management Ltd,david.coyne@setanta-asset.com,003-531-6124900,Manual List Upload
11230321,Inactive Investor,Ky Morrison,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,kmorrison01@ft.newyorklife.com,,Salesforce
10949961,Inactive Investor,Jayme Nelson,Financial Advisor,"Keystone Financial Group, LLC",jayme.nelson@keystoneky.com,,Salesforce
11037829,Inactive Investor,David Scureman,Wealth Advisor,LPL Financial LLC Manasquan NJ 2424 Hwy 34,david.scureman@wfafinet.com,,Salesforce
11064534,Inactive Investor,Kevin Haddon,Investment Portfolio Associate,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",kevin.haddon@raymondjames.com,,Salesforce
334907,,Mikki Burdine,Registered Paraplanner,Mgm Llc,mikki@mgm-llc.com,505-346-3434,Manual List Upload
10885251,Inactive Investor,William Stoddard,,Greenwood Gearhart Inc.,,,Salesforce
10893327,Inactive Investor,Jesse Tharp,Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Morristown TN 1032 W 1st North St",mtharp@firsthorizon.com,,Salesforce
10848088,Inactive Investor,Donald McAbier,,The AmeriFlex Group Scottsdale AZ 7333 E Doubletree Ranch Rd,,,Salesforce
9643063,,David Smith,,,dave@davidsilvasmith.com,,List import
205545,,John Moran,,[Unknown],johnmoran.prospect@gmail.com,,Direct
9597202,,Krista Modugno,,,krista.modugno@granitepartners-llc.com,,List import
10958386,Inactive Investor,Siearra Anderson,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,siearra.anderson@chase.com,,Salesforce
11025891,Inactive Investor,Jose Ortiz,,Kovack Securities Inc. San Juan 161 Ave Ponce De Leon,,,Salesforce
9604943,,Charles E Masters III,,,captcharlesemasters3@gmail.com,,List import
11203777,Inactive Investor,David Fisher,Financial Advisor,Park Avenue Securities LLC Columbus OH 8425 Pulsar Pl,david_fisher@glic.com,,Salesforce
110891,,thoma jones,,Total Odds Media Ltd,tom@totalodds.net,7843093593,
9583953,,Omar Rehman,,,omar.rehman@blackstone.com,,List import
9466581,,James Natwora Jr,,James Philip Natwora Jr,j_p_natwora_jr@yahoo.com,,3rd Party Lead Gen
10766147,Inactive Investor,Anthony Straube,Financial Advisor,Edward Jones Hannibal MO 41 Melgrove Ln,andy.straube@edwardjones.com,,Salesforce
10614094,,Judah Stoller,Financial Advisor,,judah.p.stoller@wellsfargoadvisors.com,,List Import
11084499,Inactive Investor,Christen Krueger,Director,Thrivent Investment Management Inc. Glendale AZ 17505 N 79th Ave,christen.ginter@thrivent.com,,Salesforce
10975825,Inactive Investor,Kenroy Smith,,PFS Investments Inc. Tulsa OK 7666 E 61st St,kenroy.smith@primerica.com,,Salesforce
10938668,Inactive Investor,Steven Manuel,Principal,"Outpost Advisors, LLC Cincinnati OH Private Residence",,,Salesforce
10883936,Inactive Investor,Amanda Bayliss,Associate Financial Advisor,"Ameriprise Financial Services, LLC Highland Park IL 89 Lincolnwood Rd",amanda.bayliss@ampf.com,,Salesforce
10811159,Inactive Investor,Christopher Falletti,,NYLIFE Securities LLC Frontenac KS Private Residence,cafalletti@ft.newyorklife.com,,Salesforce
11081990,Inactive Investor,Raheela Ghanayem,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10879722,Inactive Investor,Staci Caver,Financial Advisor,Edward Jones Hot Springs National Park AR 3632 Central Ave,staci.caver@edwardjones.com,,Salesforce
9562988,,Peter Mello,,,psmello11@gmail.com,,List import
10859650,Inactive Investor,Ailen Younanpour,Financial Advisor,LPL Financial LLC Irvine CA 17875 Von Karman Ave,ailen.younanpour@lpl.com,,Salesforce
10991445,Inactive Investor,Jonathan Liebl,Chief Compliance Officer;Co-Founder;Managing Member,Genrise Wealth Advisors LLC,jonathan.liebl@genrisewealth.com,,Salesforce
11007486,Inactive Investor,James Halink,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1096 Coast Village Rd",james.halink@ml.com,,Salesforce
10784823,Inactive Investor,Allen Osgood,Chairman;Chief Compliance Officer;Chief Investment Officer;Founder;President,Financial Freedom,,,Salesforce
344565,,Kenneth Burke,Managing Member,"Burke Wealth Management, Llc",kburke@burkewealthmanagement.com,713-933-5402,Manual List Upload
11207346,Inactive Investor,Joseph Kozmata,,"Raymond James Financial Services, Inc. Lone Tree CO 10463 Park Meadows Dr",joseph.kozmata@raymondjames.com,,Salesforce
10840264,Inactive Investor,Jacquelyn Alderman,Financial Advisor,"Ameriprise Financial Services, LLC Sauk Centre MN 335 Main St S",jacquelyn.x.alderman@ampf.com,,Salesforce
10819832,Inactive Investor,Brian Malone,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",brian.malone@nm.com,,Salesforce
11150331,Inactive Investor,Robert Sayer,Financial Advisor,LPL Financial LLC West Des Moines IA 4201 Westown Pkwy,robert.sayer@lpl.com,,Salesforce
10833157,Inactive Investor,Gerald Pruim,,"Raymond James Financial Services, Inc. Mokena IL 10008 W 190th Pl",jerry.pruim@raymondjames.com,,Salesforce
10823457,Inactive Investor,Chad Leigh,,The AmeriFlex Group Englewood CO 7009 S Potomac St,,,Salesforce
10899672,Inactive Investor,Rendi Olson,Regional Market Leader,Thrivent Investment Management Inc. Killdeer ND 90 Central Ave S,rendi.olson@thrivent.com,,Salesforce
10966087,Inactive Investor,Patrick Hosty,,"Valdes & Moreno, Inc.",patrick@valdesmoreno.com,,Salesforce
11190906,Inactive Investor,Kyle Smith,Financial Advisor,LPL Financial LLC Raleigh NC 3700 Glenwood Ave,,,Salesforce
10762229,Inactive Investor,Walter Broughton,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",walter_broughtoniii@ml.com,,Salesforce
11132139,Inactive Investor,John Paoloni,,Oakbourne Advisors,jpaoloni@nstarinvest.com,,Salesforce
10812612,Inactive Investor,Richard Wallner,,LPL Financial LLC Salem NH 158 N Broadway,richard.wallner@lpl.com,,Salesforce
10880663,Inactive Investor,William Holmes,Financial Professional,"MML Investors Services, LLC Tupelo MS 106 E Main St",lholmes@financialguide.com,,Salesforce
206796,,Doug Grip,,Continuum Capital Managers,doug.grip@continuumcm.com,(508) 308-7111,Organic Search
10940991,Inactive Investor,Jonathan Leonard,Financial Associate,Thrivent Investment Management Inc. Waupun WI 407 E Main St,jonathan.leonard@thrivent.com,,Salesforce
11125854,Inactive Investor,Bradley Judd,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9627474,,Willy Moellendorf,,,willy.moellendorf@yahoo.com,,List import
10920444,Inactive Investor,Stephen Share,Portfolio Manager,Wisco Investment Management LLC,sshare@wiscoinvest.com,,Salesforce
10647792,,Craig Cohen,,,hburroughs@prop-cap.com,,List Import
11121047,Inactive Investor,Daniel Flusche,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
11001161,Inactive Investor,Freddy Lopez,,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,,,Salesforce
9611627,,Julian Gay,,,julian.gay@gmail.com,,List import
371524,,James Smith,,[Unknown],info@globalstockloanexchange.com,,Salesforce
9571168,,Michael Kamal,,,mkamal@bluemountaincapital.com,,List import
11051208,Inactive Investor,Jodi Barron,Financial Advisor,Edward Jones Roseburg OR 3001 NW Stewart Pkwy,jodi.barron@edwardjones.com,,Salesforce
10510046,,Jamie Harrison,"Vice President, ETF Group",TCW,jamie.harrison@tcw.com,,List Import
9645607,,Drew Lau,,,andrew.lau@chinaassets.com,,List import
10851963,Inactive Investor,Christina Foster,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 5550 Sterrett Pl",,,Salesforce
11183926,Inactive Investor,Elizabeth Goetzman,Financial Planning Associate;Senior Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,beth.goetzman@morganstanley.com,,Salesforce
10847482,Inactive Investor,Steven Strauss,Chairman;Chief Compliance Officer;Co-Founder;Managing Principal;President,Droms Strauss Wealth Management,steve@droms-strauss.com,,Salesforce
332798,,Kyle Briggs,Investment Specialist,First Republic - Los Angeles,kbriggs@firstrepublic.com,,
10770038,Inactive Investor,Kenney Salas,,"Ameritas Investment Company, LLC Sacramento CA 3050 Fite Cir",ksalas@ameritas.com,,Salesforce
10867983,Inactive Investor,Flynn Mcdonnell,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Waltham MA 400 Totten Pond Rd",fmcdonnell@beaconpointe.com,,Salesforce
10819326,Inactive Investor,Miles Hardin,Financial Advisor,LPL Financial LLC Memphis TN 5050 Poplar Ave,miles.hardin@lpl.com,,Salesforce
11043583,Inactive Investor,Pierre Scavuzzo,Private Client Manager;Senior Vice President;Wealth Management Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",pierre.j.scavuzzo@bofa.com,,Salesforce
10833555,Inactive Investor,Brandon Thorsten,Chief Compliance Officer;Chief Executive Officer,"Merrithew & Thorsten, Inc.",brandon@fee-only-planner.com,,Salesforce
10759501,Inactive Investor,John Degroft,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",brian_degroft@ml.com,,Salesforce
10976267,Inactive Investor,Jennifer Landis,,Citigroup Global Markets Inc.,,,Salesforce
10830878,Inactive Investor,Stephen Mazzarella,,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,stephen.mazzarella@lpl.com,,Salesforce
11234916,Inactive Investor,Adam Arthurs,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Burlington IA 320 N 3rd St",,,Salesforce
92694,,James Rehak,Managing Director,Lawley Retirement Advisors,jrehak@lawleyretirement.com,716-849-8219,Manual List Upload
11073140,Inactive Investor,Soleyman Forouzan,Founding Principal;Principal,Cogent Capital Group,,,Salesforce
9544252,,Scott Davis,,,scott.davis@adviceperiod.com,,List import
10979348,Inactive Investor,Maviela Medrano,,"Allstate Financial Services, LLC Dallas TX 4444 W Illinois Ave",mavielamedrano@allstate.com,,Salesforce
10619287,,Ronald Idler,,,ronald.idler@morganstanley.com,,List Import
10919547,Inactive Investor,Matthew Miller,Operations Manager,"EmberHouse, LLC",matt@emberhouse.com,,Salesforce
11046019,Inactive Investor,Martin Gorman,Wealth Advisor,"Osaic Wealth, Inc. Minneapolis MN 4501 Minnetonka Blvd",,,Salesforce
10425035,,chief gasper,,,chiefprincegasper@yahoo.com,,Web Form Fillout
6397466,,ta zono,,,pijad19868@minterp.com,,Web Form Fillout
10936272,Inactive Investor,Rachel Hendricks,,PFS Investments Inc. Middletown NY 19 Dewitt St,rachel.hendricks@primerica.com,,Salesforce
11056858,Inactive Investor,Diana Lopez,Managing Director,UBS Financial Services Inc. Miami FL 550 Biltmore Way,diana.lopez@ubs.com,,Salesforce
10791472,Inactive Investor,Robert Benjamin,First Vice President - Investments,"Raymond James & Associates, Inc. Kalamazoo MI 125 S Kalamazoo Mall",robert.benjamin@raymondjames.com,,Salesforce
11136464,Inactive Investor,Vernon Williams,,"St. Bernard Financial Services, Inc.",vernon.williams@stbernardfinancial.com,,Salesforce
10759270,Inactive Investor,Harold Williams,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",harold_williams@ml.com,,Salesforce
9544733,,Susan Copeland,,,scopeland@bridgeworthfinancial.com,,List import
9597294,,Joseph Acevedo,,,jacevedo497@gmail.com,,List import
196271,,Richard Fogal,,Personal Capital Advisors Corporation,richard.fogal@personalcapital.com,,
10820424,Inactive Investor,Christopher Faris,,J.P. Morgan Securities LLC Oak Hill WV 215 Main St,christopher.faris@jpmorgan.com,,Salesforce
11189876,Inactive Investor,Jude Alvarez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jude.alvarez@schwab.com,,Salesforce
9582568,,James Hunt,,,rhunt@rkcapital.com,,List import
8481018,,John Grein,,ML,jack_grein@ml.com,(516) 877-8464,List Import
10830133,Inactive Investor,Lisa Koppanyi,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1 Almaden Blvd",lisa.g.vandersteen@ampf.com,,Salesforce
11121883,Inactive Investor,Samantha Fox,,Citigroup Global Markets Inc.,,,Salesforce
11125240,Inactive Investor,Alex Rusinowitz,Financial Planner,Commonwealth Financial Network Garden City NY 1325 Franklin Ave,arusinowitz@commonwealth.com,,Salesforce
10920303,Inactive Investor,Scott Johnson,,"Cambridge Investment Research, Inc. Mt Pleasant IA Private Residence",scott@johnsoncapitalfinancial.com,,Salesforce
11185725,Inactive Investor,Arturo Villa,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,art.villa@primerica.com,,Salesforce
11082762,Inactive Investor,Joshua Hall,,PFS Investments Inc. Council Bluffs IA 103 North Ave,,,Salesforce
11150144,Inactive Investor,Michael Brick,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7700 Wisconsin Ave,michael.brick@ubs.com,,Salesforce
221118,,Nissa Wisuttismarn,,[Unknown],nissawissa@gmail.com,,Direct
10852161,Inactive Investor,Andrew Gilbert,,"OneAmerica Securities, Inc. Carmel IN 645 W Carmel Dr",,,Salesforce
10873901,Inactive Investor,Dawn Shannon,,"Equity Services, Inc. Clifton Park NY 1407 Rte 9",shannon_dawn@nlvmail.com,,Salesforce
9552944,,Kyle Bacon,,,kyle@slaninaholdings.com,,List import
10772707,Inactive Investor,Gene Melamud,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Largo FL 2401 W Bay Dr",gene.melamud@raymondjames.com,,Salesforce
10964521,Inactive Investor,Laura Taylor,Financial Advisor,Edward Jones Dayton TX 605 NE Clayton St,laura.taylor@edwardjones.com,,Salesforce
11112747,Inactive Investor,Colin McCulley,,"Kestra Investment Services, LLC Milledgeville GA 2727 N Columbia St",,,Salesforce
9600640,,Kathryn Dickmann,,,mld2731@aol.com,,List import
9623149,,Sonya Lay,,,kryptoknight1974@gmail.com,,List import
339896,,Samuel Saladino,"Chief Executive Officer, Founder, Managing Director, Managing Member, Regulatory Contact","Trinity Investment Management, LLC",sam@trinityfiduciary.com,877-334-1283,Manual List Upload
178640,,Emmanuel Collin,Portfolio Manager,[Unknown],ecollin@carac.fr, +33 (0) 155 615 561,Database Upload
11112457,Inactive Investor,Raymond Coyne,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,raymond.coyne@opco.com,,Salesforce
373209,,Yiiks Angel,,[Unknown],yiiks.angel@gmail.com,,source
9593009,,Chris Geiger,,,cgeiger44@gmail.com,,List import
10619571,,Danelle Parker,,,danelle.parker@morganstanley.com,,List Import
9639298,,Eric Wilshusen,,,ewilshus@lesley.edu,,List import
10656418,,Teresa Ferrer,,,teresa.ferrer@jpmorgan.com,,List Import
9642086,,Scott Sullinger,,,scott@launchsearchpartners.com,,List import
11077590,Inactive Investor,Omar Dinar,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",omar.dinar@ml.com,,Salesforce
10854447,Inactive Investor,Bonnie Betts,,PFS Investments Inc. Huntsville AL 3315 Bob Wallace Ave SW,bonnie.hobbs@primerica.com,,Salesforce
10795665,Inactive Investor,Vincent Emmer,President,"Forestis Financial Analytics, Inc. Evergreen CO 3540 Evergreen Pkwy",vince@forestisfinancial.com,,Salesforce
11230548,Inactive Investor,Kevin Medert,,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",,,Salesforce
10872062,Inactive Investor,Alexis Slattery,,Goldman Sachs & Co.,,,Salesforce
11138551,Inactive Investor,Christopher Ingenloff,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",,,Salesforce
10845632,Inactive Investor,Kathleen Cox,Chief Compliance Officer;Compliance Officer;Director,LTG Capital LLC,,,Salesforce
11048566,Inactive Investor,Sandra Cunningham,Senior Institutional Consultant;Senior Vice President - Investments,UBS Financial Services Inc. Washington DC 1501 K St NW,sandra.cunningham@ubs.com,,Salesforce
10786080,Inactive Investor,Jacob Sandala,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,jacob.sandala@fidelity.com,,Salesforce
28788,,Alexia Ackermann,"CCO, COO",Portland Hill Asset Management Limited,alexia.ackermann@portlandhill.com,442-038-909288,
10826835,Inactive Investor,Stacy Zurita,Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",stacy.zurita@wellsfargoadvisors.com,,Salesforce
11180077,Inactive Investor,Emmanuel Balandi,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,emmanuel.balandi@fidelity.com,,Salesforce
11022796,Inactive Investor,Esperanza Tinajero,,J.P. Morgan Securities LLC King City CA 509 Broadway St,esperanza.tinajero@jpmorgan.com,,Salesforce
10770189,Inactive Investor,Katherine Geant,,Oppenheimer & Co. Inc.,,,Salesforce
11112509,Inactive Investor,David Carter,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",david.f.carter@ml.com,,Salesforce
157973,,Adam Elizer,,[Unknown],filalanima@gmail.com,,Organic Search
10990193,Inactive Investor,Matthew Johnson,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,matthewprescottjohnson@primerica.com,,Salesforce
10950286,Inactive Investor,Eileen Vines,,PFS Investments Inc. San Jose CA 3031 Tisch Way,eileen.vines@primerica.com,,Salesforce
11172022,Inactive Investor,Nicholas Campanini,,Deutsche Bank Securities Inc.,,,Salesforce
10913073,Inactive Investor,Isaac Olusina,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
352456,,Jeffery Christman,Managing Director,Rock Hill Capital,jchristman@rockhillcap.com,713-715-7510,Manual List Upload
10962471,Inactive Investor,Don Crane,,"First Command Brokerage Services, Inc.",bcrane@firstcommand.com,,Salesforce
164417,,Marko Orcic,,[Unknown],marko.orcic@yahoo.com,,Direct
10784828,Inactive Investor,Joseph Palmesano,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",joseph_palmesano@ml.com,,Salesforce
11168147,Inactive Investor,Carmine Pezzella,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",carmine.pezzella@ml.com,,Salesforce
10919793,Inactive Investor,Zachary Ciraulo,,"Farmers Financial Solutions, LLC Fremont CA 39159 Paseo Padre Pkwy",zciraulo@farmersagent.com,,Salesforce
10965841,Inactive Investor,Michelle Steelman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10767432,Inactive Investor,Alfie Alonzo,,PFS Investments Inc. Covina CA 320 W Badillo St,alfie.alonzo@primerica.com,,Salesforce
10758851,Inactive Investor,Mark Hassel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,mark.hassel@ubs.com,,Salesforce
10960769,Inactive Investor,Kimberly Haines,,"Avantax Investment Services, Inc. Chelsea MI 12855 E Old US Hwy 12",,,Salesforce
10828225,Inactive Investor,Sonia Crumpler,First Vice President;Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",sonia.crumpler@ml.com,,Salesforce
10940706,Inactive Investor,George Lewis,,Cetera Advisor Networks LLC Alpharetta GA 12640 Crabapple Rd,,,Salesforce
10868432,Inactive Investor,Michael Prescott,,"American Heritage Securities, Inc.",mprescott@egifinancial.com,,Salesforce
11072440,Inactive Investor,Mark McMahon,Financial Advisor;Wealth Advisor,"Independence Square Holdings, LLC",mmcmahon@indsquare.com,,Salesforce
11135234,Inactive Investor,David Owen,,"American Fidelity Securities, Inc.",david.owen@americanfidelity.com,,Salesforce
11150378,Inactive Investor,Kayla Myers,,PFS Investments Inc. Buffalo NY 4446 Main St,,,Salesforce
11109917,Inactive Investor,Diego Ruiz,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,diego.ruiz@primerica.com,,Salesforce
10836179,Inactive Investor,Darren Wald,Financial Advisor;Global Sports and Entertainment Director;Senior Vice President,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,darren.wald@morganstanley.com,,Salesforce
9580109,,Carlo Aguas,,,carloaguas@gmail.com,,List import
10856797,Inactive Investor,Brad Moeller,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,bradmoeller@statefarm.com,,Salesforce
11129291,Inactive Investor,Betty Lee,,Cetera Investment Services LLC Walnut Creek CA 1600 S Main St,betty.lee@ceterais.com,,Salesforce
9594752,,Tonya Laney,,,tonyalaney@gmail.com,,List import
11199342,Inactive Investor,Constance Smith,Financial Advisor,"Pruco Securities, LLC. Utica NY Private Residence",connie.smith@prudential.com,,Salesforce
11155775,Inactive Investor,Alexis Dettinger,Specialist,"Ameriprise Financial Services, LLC York PA 3995 E Market St",alexis.dettinger@ampf.com,,Salesforce
11043309,Inactive Investor,Carol Duschinsky,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
9575903,,Danielle Herrmann,,,danieherrmann@gmail.com,,List import
10486530,,Shaun Dowling,"Director - Financial Planning, Director - Wealth Management","Howard Financial Services, Ltd.",shaun.dowling@howardfs.com,,List Import
11078717,Inactive Investor,Nathaniel Loch,,J.P. Morgan Securities LLC Plano TX 2000 W 15th St,nathaniel.loch@jpmorgan.com,,Salesforce
10870793,Inactive Investor,Michelle Taveras,,J.P. Morgan Securities LLC Mount Vernon NY 511 Gramatan Ave,michelle.taveras@jpmorgan.com,,Salesforce
10843065,Inactive Investor,David Darmour,Chief Compliance Officer;Financial Advisor;Member;Partner,"Cornerstone Investment Advisors, LLC",dave@cstoneinvest.com,,Salesforce
9600408,,Kevin Curley,,,kcurley@whitney.com,,List import
10786449,Inactive Investor,Brady Hunsaker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brady.hunsaker@fidelity.com,,Salesforce
11160558,Inactive Investor,Yana Loseva,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9571926,,Harold Robertson,,,hgrobertson@ftbadvisors.com,,List import
10592072,,Edison McCorkle,,,camarocr8zy@gmail.com,,Web Form Fillout
11074803,Inactive Investor,Tim Baker,Chief Compliance Officer;Founder;Owner;President,Baker & Company Advisory Group Inc,,,Salesforce
11011007,Inactive Investor,Charlie Coffman,,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",charlie.coffman@equitable.com,,Salesforce
11193876,Inactive Investor,Jude Jeannis,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",jude.jeannis@wellsfargo.com,,Salesforce
9648036,,Bjorn Ablad,,,bjorn@ablad.org,,List import
10982545,Inactive Investor,Christopher Cooley,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,christopher.cooley@jpmorgan.com,,Salesforce
10915158,Inactive Investor,Paul Hofmann,,"Empower Financial Services, Inc Madison WI 5325 Wall St",paul.hofmann@empower.com,,Salesforce
9613420,,David Rothweiler,,,david.rothweiler@ubs.com,,List import
10941807,Inactive Investor,Ella Cooper,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,ella.cooper@jpmorgan.com,,Salesforce
11049765,Inactive Investor,Jacob Sestero,Client Associate,"RBC Capital Markets, LLC Eagle ID 661 S Rivershore Ln",,,Salesforce
11001412,Inactive Investor,Jason Frano,,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",jason.frano@nm.com,,Salesforce
9640207,,Chieko Keira,,,keira@pfa.or.jp,,List import
10861595,Inactive Investor,Tami Phillips,,UBS Financial Services Inc.,tami.phillips@ubs.com,,Salesforce
11210244,Inactive Investor,Jeffrey Bean,Financial Advisor,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",jeffrey.bean@nm.com,,Salesforce
11186522,Inactive Investor,Ethan Tabor,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9600612,,Rion Dalby,,,rion@jdlsecurities.com,,List import
10946461,Inactive Investor,Jessica Hanson,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
11094619,Inactive Investor,Brian Sedlachek,,"Osaic Wealth, Inc. Baxter MN 7072 Fairview Rd",,,Salesforce
11201900,Inactive Investor,Brenda Ross,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,brenda.ross@primerica.com,,Salesforce
11220975,,Bill Smith,,,bsmith@theapexgroup.biz,,List Import
11198483,Inactive Investor,Erica Williams,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9546354,,Charles Renn,,,charlesrenn@kw.com,,List import
9569981,,Myrtie Ward,,,myrtie.ward@pnc.com,,List import
11113819,Inactive Investor,Ivan Hauser,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,ivan.hauser.gc1m@statefarm.com,,Salesforce
9607572,,Chien-Hsing Sung,,,otxv8008@gmail.com,,List import
10945526,Inactive Investor,Eric Demarcus,Wealth Advisor,Citigroup Global Markets Inc. San Francisco CA 245 Market St,eric.demarcus@citi.com,,Salesforce
11000844,Inactive Investor,Russell Vallee,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,russellvallee@statefarm.com,,Salesforce
9608393,,Orlando Rodriguez,,,orlando1986rodriguez@gmail.com,,List import
10774512,Inactive Investor,Michael Raho,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,michael.raho@ubs.com,,Salesforce
11235103,Inactive Investor,George Kurtz,Financial Advisor,Oaktree Advisors LLC,,,Salesforce
9553978,,DUPONT MAESTROM,,,clement34ulrich@hotmail.fr,,List import
11027152,Inactive Investor,Paul Mitchell,,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,,,Salesforce
10991061,Inactive Investor,Kara Lumpkin,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",kara.lumpkin@nm.com,,Salesforce
10986517,Inactive Investor,Marla Marasco,,"Northwestern Mutual Investment Services, LLC Murray KY 1210 Johnson Blvd",marla.marasco@nm.com,,Salesforce
10933915,Inactive Investor,Rebecca Drake,Financial Planner,"Pruco Securities, LLC. Portland ME 1266 Congress St",becky.drake@prudential.com,,Salesforce
9558438,,Betty Getz,,,phillisjcheng@rhyta.com,,List import
10900940,Inactive Investor,Danielle Mihelich,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",danielle.mihelich@ml.com,,Salesforce
342077,,Jennifer Elliott,Director,Maple-brown Abbott,jelliott@maple-brownabbott.com.au,612-822-66200,Manual List Upload
10961246,Inactive Investor,Caroline Bluestein,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,caroline.bluestein@jpmorgan.com,,Salesforce
10656979,,Leah Baker,,,leah.ko@raymondjames.com,,List Import
11124997,Inactive Investor,James Hickey,,"Wells Fargo Clearing Services, LLC Punta Gorda FL 10001 Burnt Store Rd",james.hickey@wellsfargo.com,,Salesforce
10933646,Inactive Investor,Jonathan Vermilye,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,jonathan.vermilye@primerica.com,,Salesforce
3668150,,Mustafa Gür,,,mustafagur1983@hotmail.com,,Web Form Fillout
10917498,Inactive Investor,Howard Cranford,Financial Planner;Paraplanner,Buff Your Finances Baton Rouge LA Private Residence,,,Salesforce
11173151,Inactive Investor,Kathryn Prescott,Financial Advisor,Edward Jones Floresville TX 921 10th St,katie.prescott@edwardjones.com,,Salesforce
10648220,,Nicholas Rotello,,,nrotello@seventwopartners.com,,List Import
10780061,Inactive Investor,Garry Bale,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,gbale@europac.net,,Salesforce
11230002,Inactive Investor,James Peith,,NYLIFE Securities LLC New York NY 420 Lexington Ave,jdpeith@ft.newyorklife.com,,Salesforce
11149307,Inactive Investor,Jodie Ayres,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",jodie.ayres@53.com,,Salesforce
11134978,Inactive Investor,Rita Datta,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,ritadatta@ft.newyorklife.com,,Salesforce
11171955,Inactive Investor,Matthew Marsh,,"Allstate Financial Services, LLC Van Nuys CA 15205 Burbank Blvd",matthewmarsh@allstate.com,,Salesforce
10863683,Inactive Investor,Joseph Hutchinson,Financial Advisor,LPL Financial LLC Red Bank NJ 65 Mechanic St,adam.hutchinson@lpl.com,,Salesforce
10961435,Inactive Investor,Egypt Luke,,"Wells Fargo Clearing Services, LLC Agoura Hills CA 5823 Kanan Rd",,,Salesforce
197771,,Bradley Borg,,LPL Financial,bradley.borg@lpl.com,,source
10659788,,Cynthia Vavrik,,,cynthia.m.vavrik@morganstanley.com,,List Import
10977443,Inactive Investor,Anne Sophie Noret,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,anne-sophie.noret@jpmorgan.com,,Salesforce
9547730,,justin nichols,,,justin.nichols.jhb@gmail.com,,List import
9576819,,Hamed hassanzadeh,,,hs413_413@yahoo.com,,List import
10894368,Inactive Investor,Christine Engelkamp,,"Raymond James Financial Services, Inc. Milford OH 1034 Main St",christine.engelkamp@raymondjames.com,,Salesforce
11111468,Inactive Investor,Hayxa Aguasvivas,,J.P. Morgan Securities LLC New Brunswick NJ 349 George St,hayxa.aguasvivas@jpmorgan.com,,Salesforce
11035220,Inactive Investor,Colin Hennessey,Financial Advisor,Edward Jones Chesterfield MO 16090 Swingley Ridge Rd,colin.hennessey@edwardjones.com,,Salesforce
11067710,Inactive Investor,Daniel Fedorak,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10990960,Inactive Investor,Carrie Desjardins,,"Harbour Investments, Inc. Kalamazoo MI 315 S Kalamazoo Mall",,,Salesforce
11071466,Inactive Investor,Shilpa Patel,Financial Advisor,"Citizens Securities, Inc. Levittown PA 4565 New Falls Rd",shilpa.patel@citizenssecurities.com,,Salesforce
11126581,Inactive Investor,William Robinson,Senior Vice President,Morgan Stanley San Rafael CA 1101 5th Ave,woody.robinson@morganstanley.com,,Salesforce
9618287,,Stephen Bick,,,steve@cottinghammanagementco.com,,List import
2084707,,Anand Singh,,,rangilopahad735@gmail.com,,
1005176,Inactive Investor,Jesse Bornstein,,TBD,jbornst1@gmail.com,9179743795,
11155394,Inactive Investor,Rhoundy Jones,Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,rhoundy.jones@morganstanley.com,,Salesforce
10904780,Inactive Investor,Gwendolyn Patton,,"FNBB Capital Markets, LLC",,,Salesforce
10793665,Inactive Investor,Randal Studer,,"Ameritas Investment Company, LLC Iowa City IA 2010 Keokuk St",rstuder@ameritas.com,,Salesforce
11058598,Inactive Investor,Mark Szulc,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,mark.szulc@jpmorgan.com,,Salesforce
9567611,,Jonas Fong,,,jonas.fong@fomicah.com,,List import
11024398,Inactive Investor,Chanh Tran,,"Wells Fargo Clearing Services, LLC Bellevue WA 2201 156th Ave NE",,,Salesforce
10618844,,Gail Scully,,,gscully@bamadvisor.com,,List Import
11079669,Inactive Investor,Theresa Schweers,,William Blair,tschweers@williamblair.com,,Salesforce
11027881,Inactive Investor,Gina Hopper,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11231670,Inactive Investor,Talon Mcadams,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",,,Salesforce
10933110,Inactive Investor,Thomas Valentine,,"MML Investors Services, LLC Worcester MA 645 Chandler St",,,Salesforce
10958999,Inactive Investor,Nikhil Shahani,,Vanguard Marketing Corporation,nikhil_shahani@vanguard.com,,Salesforce
9618820,,tom x,,,m1ghtyturtle@protonmail.com,,List import
10991793,Inactive Investor,Jessica Kwon-Kapadia,,NYLIFE Securities LLC White Plains NY 44 S Broadway,jkwonkapadi@ft.newyorklife.com,,Salesforce
9551293,,Cliff Reynolds,,,rf@acrinv.com,,List import
10930232,Inactive Investor,David Manula,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 355 118th Ave SE",div.manula@tfaconnect.com,,Salesforce
37424,,Sherwin Najand,,"SunTrust Advisory Services, Inc.",sherwin.najand@suntrust.com,301-251-3132,
11195722,Inactive Investor,Todd Patton,Associate Financial Advisor,"Ameriprise Financial Services, LLC Baytown TX 2830 N FM 565 Rd",,,Salesforce
11222310,,Paul Hagen,,,phagen@clarfeld.com,,List Import
11095362,Inactive Investor,Steve Todoruk,,Sprott Global Resource Investments Ltd,stodoruk@sprottglobal.com,,Salesforce
11099403,Inactive Investor,Kenneth Mulreed,Senior Vice President - Wealth Management,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,kenneth.mulreed@ubs.com,,Salesforce
9598306,,Kurtis Kupiec,,,kurtis.kupiec@kwkmgmt.com,,List import
10928290,Inactive Investor,Geoffrey Long,,"MML Investors Services, LLC",,,Salesforce
96947,,Tim Hammett,Founder & President,"Visionary Wealth Advisors, Llc",tim.hammett@vwa-llc.net,314-764-2727,Manual List Upload
11160148,Inactive Investor,Sarah Hautman,Office Manager,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",sarah.j.hautman@nm.com,,Salesforce
11150190,Inactive Investor,Robert Chleborad,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. West Des Moines IA 1075 Jordan Creek Pkwy,robert.chleborad@ubs.com,,Salesforce
236373,, -,,[[Unknown]],matthew.jepsson@gmail.com,,
10817304,Inactive Investor,George Hamar,Head - Wealth Advisory;Managing Director,"Chilton Investment Services, LLC Charlottesville VA 301 E High St",,,Salesforce
10986459,Inactive Investor,David Hawkins,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",,,Salesforce
11098666,Inactive Investor,Courtney Dinnius,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10489826,,Thomas Sanders,Partner,"Cain, Watters & Associates, LLC Plano TX 6900 Dallas Pkwy",robert@cainwatters.com,,List import
10824805,Inactive Investor,Matthew Kirschbaum,,J.P. Morgan Securities LLC Staten Island NY 200 New Dorp Ln,,,Salesforce
11065133,Inactive Investor,Rick Saldin,,"Avantax Investment Services, Inc. Thousand Oaks CA 141 Duesenberg Dr",,,Salesforce
10977693,Inactive Investor,Wilson Yang,,Cetera Investment Services LLC San Marino CA 2090 Huntington Dr,wilson.yang@ceterais.com,,Salesforce
11011760,Inactive Investor,Braden Palmer,,"Allstate Financial Services, LLC Irvine CA 2415 Campus Dr",bradenpalmer@allstate.com,,Salesforce
9648210,,Dereck Torres,,,dtlion@hotmail.com,,List import
11253931,Inactive Investor,Ian Naylor,,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",,,Salesforce
11179962,Inactive Investor,Rebecca Crumpler,,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,rcrumpler@commonwealth.com,,Salesforce
10980974,Inactive Investor,Michael Bayless,,"Avantax Investment Services, Inc. Mount Pleasant SC 1205 Two Island Ct",,,Salesforce
10439565,,Glen Jackson,,,glen.jackson@btinternet.com,,Web Form Fillout
9561557,,Kenneth Ulrich,,,ken.ulrich@lfg.com,,List import
10754799,Inactive Investor,Poonum Vasishth,Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Tacoma WA 1301 A St,poonum.vasishth@morganstanley.com,,Salesforce
10937997,Inactive Investor,Brian Silk,,State Farm VP Management Corp. Huntington NY 18 W Carver St,brian.silk.ts1v@statefarm.com,,Salesforce
9615376,,Winifred Lee,,,winifred.lee@cmegroup.com,,List import
11133456,Inactive Investor,Eugene Colligan,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",,,Salesforce
9580187,,Douglas Lewis,,,dlewis@lfmadvisor.com,,List Import
10972736,Inactive Investor,Ryan Nixon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10697337,,Poiraudau Guillaume,,,guillaumepoiraudau855@gmail.com,,Web Form Fillout
10822793,Inactive Investor,Ashley Moss,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",ashleygmoss@raymondjames.com,,Salesforce
9589451,,Clinton Bauch,,,cbauch@parkcapitalmgt.com,,List import
10834341,Inactive Investor,Charles Garland,Partner;Portfolio Manager,"Hamlin Capital Management, LLC",cgarland@hamlincm.com,,Salesforce
10962585,Inactive Investor,Mitchell Simkins,Principal;Wealth Advisor,Farther Draper UT Private Residence,,,Salesforce
9637096,,Lloyd Trotter,,,vcalihan@gennx360.com,,List import
10824262,Inactive Investor,Deborah Gertsen,Financial Advisor,LPL Financial LLC Cedar Rapids IA 500 1st Ave NE,deborah.gertsen@lpl.com,,Salesforce
11093892,Inactive Investor,Christopher Caspers,Financial Advisor,Edward Jones Rock Island IL 4026 46th Ave,chris.caspers@edwardjones.com,,Salesforce
10844108,Inactive Investor,Mark Johnson,Chief Compliance Officer;Owner;President,"Fountain Financial Group, Inc.",mdjohnson@fountainwealth.com,,Salesforce
9567602,,Mark Palomba,,,mark@deltacorecapital.com,,List import
9634508,,Joe Lahti,,,joe@jlholdingsinc.com,,List import
11111552,Inactive Investor,Bratati Mukherjee,Financial Professional,LPL Financial LLC Rockville MD 2600 Tower Oaks Blvd,bea.mukherjee@lpl.com,,Salesforce
10616684,,Michael Hankes,,,michael.hankes@lpl.com,,List Import
11231043,Inactive Investor,Noah Hutkin,,LPL Financial LLC Harrisburg PA 2040 Linglestown Rd,,,Salesforce
10806367,Inactive Investor,Matthew Twedt,President,Intellicents Investment Solutions Inc,,,Salesforce
9622176,,Christine Cox,,,mr.rufus.2010@gmail.com,,List import
10656516,,Lushone Bennett,,,lushone.bennett@morganstanleypwm.com,,List Import
10847361,Inactive Investor,Alexandra Roca Saladrigas,,Fidelity Brokerage Services LLC,alexandra.rocasaladrigas@fidelity.com,,Salesforce
10920786,Inactive Investor,Mervyn Boone,Vice President,PFS Investments Inc. New Rochelle NY 466 Main St,mboone@primerica.com,,Salesforce
9634455,,Nicole Swanson,,,nswanson@flourishwm.com,,List import
11167997,Inactive Investor,Benjamin Campbell,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,benjamin.campbell@fidelity.com,,Salesforce
9553066,,Thomas Kowalewski,,,tomkatl@me.com,,List import
10839858,Inactive Investor,Jamie Hampton,Director;Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Wenatchee WA 3 N Worthen St",jamie.hampton@claconnect.com,,Salesforce
11129254,Inactive Investor,Hailey Zeiler,Financial Advisor,"Sunbelt Securities, Inc. Southlake TX 370 S Nolen Dr",,,Salesforce
9547421,,O M,,,mehr.oliver@gmail.com,,List import
11059262,Inactive Investor,Yvonne Tan,,"Citizens Securities, Inc. San Francisco CA 600 Montgomery St",yvonne.tan@citizensbank.com,,Salesforce
10811620,Inactive Investor,David Nastri,Wealth Consultant,LPL Financial LLC Cheshire CT 145 Highland Ave,david.nastri@lpl.com,,Salesforce
160920,,kieran Normoyle,,[Unknown],kieran@deviateaspire.com,,
67200,,Darren Dawson,Financial Advisor,"SunTrust Advisory Services, Inc.",darren.dawson@suntrust.com,561-972-9323,
190017,,Charles Jenkins,,Fidelity Personal and Workplace Advisors,charles.jenkins@fmr.com,,product
11181796,Inactive Investor,John Mendoza,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",john.mendoza@tfaconnect.com,,Salesforce
10916270,Inactive Investor,Richard Vilsack,,LPL Financial LLC Warren OH 194 E Market St,richard.vilsack@lpl.com,,Salesforce
23863,,Darren Dinneen,Chief Operating Officer,"Totem Point Management, Llc",darren@totempoint.com,1-212-905-8643,Manual List Upload
9621720,,Christopher Uhler,,,cyooler@gmail.com,,List import
7086571,,Maly Salnin,,,jatep74165@fenwazi.com,,Web form fillout
11146146,Inactive Investor,Hayley Snell,Chief Compliance Officer;Financial Reporting Analyst,Lindberg & Ripple,has@linrip.com,,Salesforce
9624487,,marcelina trzy,,,mareclina@trzy.com,,List import
9616253,,"Joe Smith, CFA",,,joe.smith@partipris-invest.com,,List import
10856101,Inactive Investor,Matthew Blevins,Financial Advisor,Edward Jones Fairhope AL 19267 Greeno Rd,matt.blevins@edwardjones.com,,Salesforce
11076948,Inactive Investor,Gregory Lee,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",gregory.lee@wellsfargoadvisors.com,,Salesforce
10856280,Inactive Investor,Brian Gilmartin,Founder;Portfolio Manager;President,"Trinity Asset Management, Inc.",brianglm@trinityasset.com,,Salesforce
9638125,,Cici Leung,,,cicileung@hsbc.com.hk,,List import
10783952,Inactive Investor,Daniel Gunderson,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,daniel.gunderson@fidelity.com,,Salesforce
11220537,,Michael Hefty,,,michael.hefty@empower.com,,Other
11124874,Inactive Investor,Brett Howard,Senior Portfolio Manager,Edward Jones,brett.howard@edwardjones.com,,Salesforce
374509,,Nathan Ibarra,,,nathan.ibarra@lplfinancial.com,(716) 580-5745,Salesforce
11194637,Inactive Investor,Todd Forman,Executive Director;Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,todd.forman@morganstanley.com,,Salesforce
10798790,Inactive Investor,John Hutchens,Branch Manager;Director,UBS Financial Services Inc. Boulder CO 1801 13th St,john.hutchens@ubs.com,,Salesforce
10814350,Inactive Investor,Mary Schulte,Financial Consultant;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",mary.schulte@benjaminfedwards.com,,Salesforce
223749,,Jamey Cunningham,,Cascadia Screen Printing,visualspice@hotmail.com,509-701-5700,Paid Search
10767523,Inactive Investor,Stephanie Chininis,,J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,stephanie.chininis@jpmorgan.com,,Salesforce
11180825,Inactive Investor,William Misko,Investment Advisor Representative,LPL Financial LLC Lincoln NE 4827 Pioneers Blvd,william.misko@lpl.com,,Salesforce
4008656,,Casper Yonel,,IdentDeFi,casper@identdefi.xyz,,Web Form Fillout
9639083,,Per Mardbrant,,,per.mardbrant@advisor.se,,List import
9630504,,Jalal Jarmoun,,,jarmoun@gmail.com,,List import
10870381,Inactive Investor,Peter Uihlein,Financial Advisor;Member;Partner;Senior Wealth Manager,"Vincere Wealth Management, LLC",tim@vincerewealth.com,,Salesforce
10957633,Inactive Investor,John Collins,,"CapFinancial Securities, LLC.",,,Salesforce
10868883,Inactive Investor,Kale Olson,,Robert W. Baird & Co. Incorporated Asheville NC 79 Woodfin Pl,kxolson@rwbaird.com,,Salesforce
11146440,Inactive Investor,Woodrow Willey,,"Arete Wealth Management, LLC Annapolis MD 61 Cornhill St",woodrow.willey@aretewealth.com,,Salesforce
6747815,,Thomas Young,,,thomas.young@rumjog.com,,Web form fillout
11093805,Inactive Investor,Thomas Barger,,"Osaic FA, Inc. Lutherville Timonium MD 1447 York Rd",joseph.barger@lfg.com,,Salesforce
9608782,,Stephen Tanner,,,steve@tannertax.com,,List import
9623048,,Drew Markson,,,drew.markson@gmail.com,,List import
10932110,Inactive Investor,Beverley Greene,,"Allstate Financial Services, LLC Natchez MS 228 John R Junkin Dr",bgreene@allstate.com,,Salesforce
11071888,Inactive Investor,Rebecca Mcclellan,,"Raymond James Financial Services, Inc. Englewood CO 6161 S Syracuse Way",rebecca.mcclellan@raymondjames.com,,Salesforce
9597411,,Matthew Crow,,,mcrow@epwealth.com,,List import
11141192,Inactive Investor,John Loden,,"MAI Capital Management, LLC Naples FL 5551 Ridgewood Dr",,,Salesforce
9580491,,Kalie Mccollaugh,,,kalie@fiveelms.com,,List import
11080771,Inactive Investor,Jillian Greenberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jillian.greenberg@ml.com,,Salesforce
10835856,Inactive Investor,Matthew Carbone,Regional Vice President - Retirement Wealth Strategies,"Ameriprise Financial Services, LLC McLean VA Private Residence",matthew.t.carbone@ampf.com,,Salesforce
10983209,Inactive Investor,Allen Osterloh,,"First Command Brokerage Services, Inc. Odenton MD 2288 Blue Water Blvd",aeosterloh@firstcommand.com,,Salesforce
10807203,Inactive Investor,Kevin Valdez,Registered Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,kevin.valdez@ms.com,,Salesforce
11046682,Inactive Investor,Karina Baldizon,,Lazard Asset Management Securities LLC,karina.baldizon@lazard.com,,Salesforce
10969932,Inactive Investor,Zachary Buster,Financial Consultant,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",,,Salesforce
11090498,Inactive Investor,John Murphy,,NYLIFE Securities LLC Lakewood Ranch FL Private Residence,murphydj@ft.newyorklife.com,,Salesforce
10774629,Inactive Investor,Steven Smith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,steve.l.smith@ubs.com,,Salesforce
11106971,Inactive Investor,Roger Roble,President,"Roble, Belko and Company, Inc. Sewickley PA 2200 Georgetown Dr",rroble@roblebelko.com,,Salesforce
11073322,Inactive Investor,William Alexander,,Transce3nd LLC,william@transcendim.com,,Salesforce
10941307,Inactive Investor,Angela McNeill,,Fidelity Brokerage Services LLC,angela.waller@fidelity.com,,Salesforce
11007290,Inactive Investor,Sean Townley,,NYLIFE Securities LLC,stownley@eaglestrategies.com,,Salesforce
9645811,,Massimo Prattico,,,afur1964@gmail.com,,List import
10861148,Inactive Investor,Darrin Cohen,,LPL Financial LLC Alpharetta GA 5755 N Point Pkwy,darrin.cohen@lpl.com,,Salesforce
9543917,,Chris Burgess,,,consensus21@chrisburgess.com.au,,List import
11092560,Inactive Investor,Richard Miller,,"Tandem Securities, Inc.",rmiller@t-mfinancial.com,,Salesforce
10877628,Inactive Investor,Erik Dartsch,Financial Advisor,Edward Jones Woodland Park CO 1200 Hwy 24,e.dartsch@edwardjones.com,,Salesforce
11149660,Inactive Investor,Bernadette Macdonald,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10606708,,Catherine Stampul,Project Manager,UBS Financial Services Inc.,catherine.stampul@ubs.com,201-352-3000,List Import
10953558,Inactive Investor,Logan Kesty,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11154374,Inactive Investor,John Holmes,,"Osaic Wealth, Inc. Cypress TX 14518 Miscindy Pl",,,Salesforce
11088061,Inactive Investor,Adriane Washburn,Investment Advisor,Lutz Financial Grand Island NE 3320 James Rd,awashburn@lutz.us,,Salesforce
9589339,,Donald Feeney,,,donald.feeney@berenberg-am.com,,List import
9579285,,lyle dodd,,,lpdodd@hotmail.com,,List import
10795680,Inactive Investor,Curt Hall,Senior Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Greenville SC 148 River St",curt.hall@wfafinet.com,,Salesforce
10807159,Inactive Investor,Donna Yvanek,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indiana PA 682 Philadelphia St",donna_yvanek@ml.com,,Salesforce
4807890,,Fort Dawn,,,dawnfort@gmail.com,,Web Form Fillout
11097626,Inactive Investor,Eric Figarsky,Principal,Clearview Wealth Management Irvine CA 19712 Macarthur Blvd,eric@clearviewfpg.com,,Salesforce
10756941,Inactive Investor,Mark Deering,Senior Executive Vice President,SageSpring Wealth Partners,mark.deering@sagespring.com,,Salesforce
11140999,Inactive Investor,Mark Nenninger,Financial Advisor,"Centaurus Financial, Inc. Denver CO 2960 Simms St",,,Salesforce
10997180,Inactive Investor,Andrew White,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",drew.white@nm.com,,Salesforce
11135355,Inactive Investor,Carolyn Catlin,Financial Advisor;Principal,"Fenway Financial Advisors, LLC",ccatlin@fenway-financial.com,,Salesforce
9585189,,Christopher Swanson,,,chris@compassadvisor.com,,List import
10957867,Inactive Investor,Taylor Monson,Financial Advisor,Edward Jones Grand Forks ND 4700 S Washington St,taylor.monson@edwardjones.com,,Salesforce
11159326,Inactive Investor,Barry Newcombe,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,barry.newcombe@fidelity.com,,Salesforce
11051744,Inactive Investor,Sandeep Gupta,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",sandeep.gupta@nm.com,,Salesforce
10920574,Inactive Investor,Dennis Coral,Chief Compliance Officer;Managing Director;Managing Member;Wealth Advisor,"Coral Wealth Management, LLC",dennis@coralwm.com,,Salesforce
10933290,Inactive Investor,Travis Brett,,"FBL Marketing Services, LLC Loogootee IN 304 N John F Kennedy Ave",travis.brett@fblfinancial.com,,Salesforce
9583195,,Benjamin Beck,,,ben@bostonra.com,,List import
374257,,Aiden Garcia,,Bank of America,,972-589-9027,Salesforce
11155232,Inactive Investor,Rohan Mekala,,Perella Weinberg Partners LP,rmekala@pwpartners.com,,Salesforce
246271,,Not Provided,,Mountain America Credit Union,ewickersham3@gmail.com,,Manual List Upload
10944857,Inactive Investor,Matthew Ferrugiari,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
10644228,,Dario Bolanos,,,d.bolanos@nm.com,,List Import
11204458,Inactive Investor,Sandra Riehman,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,sriehman@primerica.com,,Salesforce
11195457,Inactive Investor,Brian Yu,Chief Compliance Officer,NFP Retirement Inc. Aliso Viejo CA 120 Vantis,brian.yu@nfp.com,,Salesforce
11180454,Inactive Investor,Melinda Lenzi,,LPL Financial LLC Pittsford NY 11 State St,melinda.cromwell@lpl.com,,Salesforce
11139577,Inactive Investor,Dominique Israel,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,dominiqueisrael.team@fmr.com,,Salesforce
10978325,Inactive Investor,Nicholas Greenman,Financial Advisor,"Centennial Wealth Advisory, LLC",nick@cen-wealth.com,,Salesforce
10759104,Inactive Investor,Alisa Ciccone,Senior Client Relationship Associate,William Blair,aciccone@williamblair.com,,Salesforce
10937433,Inactive Investor,Edward Maddox,,"Farmers Financial Solutions, LLC Memphis TN 2151 Courtland Pl",emaddox@farmersagent.com,,Salesforce
193075,,Wei Zhen Wee,,[Unknown],wee.weizhen@hotmail.com,,
9643442,,Peter Corban,,,peter.corban@craigsip.com,,List import
9567250,,Carrie McNair,,,carrie.mcnair@valic.com,,List import
11048453,Inactive Investor,Denise Fissell,,Key Investment Services LLC Cobleskill NY 117 Veterans Dr,dfissell@kisinvestments.com,,Salesforce
9636273,,Max Jaffe,Financial Educator,Retirement Planners of America,max.jaffe@moneymatters.net,,List import
10618925,,Brian Birnbaum,,,brian.birnbaum@morganstanley.com,,List Import
10800683,Inactive Investor,Ruth Sattler,Regional Vice President,PFS Investments Inc. Osceola WI 204 3rd Ave W,ruth.sattler@primerica.com,,Salesforce
9641538,,Al Awk,,,awk168@yahoo.com,,List import
11096224,Inactive Investor,Travis Wise,Financial Consultant;Retirement Benefits Specialist,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",greg.wells@equitable.com,,Salesforce
3734044,,Dontae Roundtree,,,dontaeroundtree752@gmail.com,,Web Form Fillout
10809296,Inactive Investor,Freddie Sarno,Corporate Retirement Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,freddie.sarno@morganstanley.com,,Salesforce
11183855,Inactive Investor,Stelina Simpson-Roehr,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,ssimpson@rwbaird.com,,Salesforce
11043025,Inactive Investor,Matthew Weldon,Financial Professional,LPL Financial LLC Rockford IL 423 Financial Ct,matt.weldon@lpl.com,,Salesforce
223575,,Craig Gould,President,Wentworth management,craig.gould@wentworthms.com,,
11190462,Inactive Investor,Ruchir Shah,Premier Banker,"Wells Fargo Clearing Services, LLC Irvine CA 6360 Irvine Blvd",ruchir.shah@wellsfargo.com,,Salesforce
346320,,Robert Hellman,Managing Director,Pembrook Capital Management Llc,rhellman@pembrookgroup.com,212-906-8682,Manual List Upload
11211280,Inactive Investor,Tyler Zurek,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 11302 Fm 2222",tyler.zurek@wellsfargo.com,,Salesforce
6982507,,mrr leak,,,sowahim592@wireps.com,,Web form fillout
11136544,Inactive Investor,Dafne Donalds,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
11053627,Inactive Investor,Kenneth Nettuno,,"Cambridge Investment Research, Inc. Mukilteo WA 8490 Mukilteo Speedway",,,Salesforce
10757555,Inactive Investor,Annette Hammortree,,Park Avenue Securities LLC Crystal Lake IL 125 S Virginia St,annette_hammortree@glic.com,,Salesforce
10842614,Inactive Investor,Elisa Hecht,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",elisa.hecht@nm.com,,Salesforce
10875796,Inactive Investor,Paul Traczyk,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Saint Paul MN 1625 Radio Dr",paul.c.traczyk@wellsfargo.com,,Salesforce
9634637,,Stephanie Tucker,,,stephanie@chirhollc.com,,List import
10753294,Inactive Investor,Michael Mulrooney,Registered Client Service Associate,"Ameriprise Financial Services, LLC Boston MA 60 State St",michael.mulrooney@ampf.com,,Salesforce
11101241,Inactive Investor,Trisha Arndt,Investment Advisor Representative,Commonwealth Financial Network Verona WI 951 Kimball Ln,tarndt@commonwealth.com,,Salesforce
11005799,Inactive Investor,Anthony Ruvo,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,,,Salesforce
11090457,Inactive Investor,Reagan Wright,,"American Portfolios Financial Services, Inc. Ponte Vedra Beach FL 4400 Marsh Landing Blvd",,,Salesforce
11058839,Inactive Investor,Sean Neal,,Park Avenue Securities LLC Miramar Beach FL 215 Grand Blvd,sean_neal@glic.com,,Salesforce
11254736,Inactive Investor,Jacob Laravie,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10887677,Inactive Investor,Nicholas Luciano,Private Client Investment Advisor,TD Private Client Wealth LLC Princeton NJ 255 Nassau St,nicholas.luciano@td.com,,Salesforce
10661672,,Carl Thoma,,,cthoma@thomabravo.com,,List import
11016803,Inactive Investor,Sarah Smith,Financial Advisor;Vice President,Janney Montgomery Scott LLC Berwyn PA 1235 Westlakes Dr,sarahsmith@janney.com,,Salesforce
11094262,Inactive Investor,Nilay Patel,Investment Advisor Representative,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",,,Salesforce
57311,,Paul Erickson,Chief Compliance Officer,Cherokee & Walker Management,paul@cherokeeandwalker.com,801-278-7800,
10874506,Inactive Investor,Jeffrey Vistica,Chief Compliance Officer;Managing Member;Managing Principal;Wealth Advisor,"Vistica Wealth Advisors, LLC",jeff@visticawa.com,,Salesforce
11223237,,Damarcus Johnson,,,damarcus.johnson@blackrock.com,,List Import
11206643,Inactive Investor,Michael Gill,Senior Vice President,LPL Financial LLC Monroe CT Private Residence,michael.gill@lpl.com,,Salesforce
9625890,,Fong Jek Gan,,,fongjek@millennia.vc,,List import
11080723,Inactive Investor,Emily Chong,Wealth Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11147444,Inactive Investor,Ryan Charette,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,ryan.charette@fidelity.com,,Salesforce
10799634,Inactive Investor,Teresa Flynn,Financial Advisor,"Ameriprise Financial Services, LLC Vestal NY 1550 Vestal Pkwy E",teresa.flynn@ampf.com,,Salesforce
11198875,Inactive Investor,Jianchong Huang,,J.P. Morgan Securities LLC Danville CA 661 San Ramon Valley Blvd,jianchong.huang@jpmorgan.com,,Salesforce
11108046,Inactive Investor,Miguel Gomez,,J.P. Morgan Securities LLC Lafayette CO 200 N Public Rd,miguel.gomez@jpmorgan.com,,Salesforce
11114129,Inactive Investor,Benjamin Marshall,Vice President,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10770499,Inactive Investor,Richard Ozols,,LPL Financial LLC Tucson AZ 11391 N Palmetto Dunes Ave,richard.ozols@lpl.com,,Salesforce
11229991,Inactive Investor,Olivia Johnson,,Stephens Dallas TX 200 300 Crescent Ct,,,Salesforce
10760189,Inactive Investor,Christian Phillips,Registered Principal,LPL Financial LLC Lodi CA 1920 Tienda Dr,phillips.financials@lpl.com,,Salesforce
11038003,Inactive Investor,Nicky Lo,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,nicky.lo@morganstanley.com,,Salesforce
10892801,Inactive Investor,John Kater,,State Farm VP Management Corp. Newark DE 219 E Main St,,,Salesforce
10964635,Inactive Investor,Clarence Hoskins,,"Empower Financial Services, Inc Cantonment FL Private Residence",clarence.hoskins@empower.com,,Salesforce
11080445,Inactive Investor,Julian Calderon,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
10613362,,Carolyn Plotkin,"Senior Financial Advisor, Senior Vice President",,carolyn_plotkin@ml.com,,List Import
10826576,Inactive Investor,Marc Orloff,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Boston MA 1 International Pl",marc.orloff@alexbrown.com,,Salesforce
9615008,,Kiernan Easton,Wealth Manager,Dynamic Wealth Solutions LLC,kiernan@godws.com,,List import
10833133,Inactive Investor,Steven Schneiderman,Business Development Manager;Member,"Certitude Advisors, LLC Northfield IL 2 Northfield Plz",s.schneiderman@certitudeadvisors.com,,Salesforce
10961290,Inactive Investor,Liam Conway,,Fidelity Brokerage Services LLC,,,Salesforce
9618193,,Sam Huang,,,huang@bvflp.com,,List import
336053,,Jonathan Levin,"Treasurer, Investor Relations Head",Kohlberg Kravis Roberts & Co. L.p.,jonathan@kkr.com,212-750-8300,Manual List Upload
9564425,,Stephen Potts,"Financial Advisor, Partner",,spotts@hightoweradvisors.com,,List import
11014256,Inactive Investor,Brendon Helms,,MWA Financial Services Inc. Concord NC Private Residence,brendon.k.helms@mwarep.org,,Salesforce
9609102,,ian Wittkopp,,,ian.wittkopp@sinoglobalcapital.com,,List import
11056445,Inactive Investor,Caryn Alles,Financial Advisor;Senior Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,caryn.alles@morganstanley.com,,Salesforce
9626626,,JOSEPH MUELLER,,,josephmueller61@gmail.com,,List import
11039341,Inactive Investor,Hugh Odonnell,Associate Vice President;Wealth Management Associate,Morgan Stanley Conshohocken PA 100 Front St,hugh.odonnell@morganstanley.com,,Salesforce
11094048,Inactive Investor,Sarah Plymel,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
373794,,Vincent Pham,,[Unknown],vinceps@gmail.com,,source
10741971,,Lim Seongjune,,,4009tjdwns@gmail.com,01075320574,Web form fillout
9600721,,Carlos Portugal,,,cportugal@bayview.com,,List import
10853860,Inactive Investor,Brian McCullough,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",brian.mccullough@tiaa.org,,Salesforce
10761995,Inactive Investor,Lauren Poleto,First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",lauren.poleto@wellsfargo.com,,Salesforce
11051532,Inactive Investor,Joseph Mayhew,Chief Investment Officer;Manager,May Harbor Investment Advisors LLC Jacksonville FL 7707 Merrill Rd,jmayhew@mayharbor.com,,Salesforce
10877720,Inactive Investor,Karl Slivon,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",slivonk@stifel.com,,Salesforce
10644888,,Peter Bilecki,,,peter.bilecki@db.com,,List Import
11113518,Inactive Investor,Scott Dougherty,Assistant Vice President;Risk and Compliance Manager,"U.S. Bancorp Investments, Inc. Minneapolis MN 200 S 6th St",scott.dougherty@usbank.com,,Salesforce
10798856,Inactive Investor,Paul Morris,Managing Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",,,Salesforce
9590792,,Alex Aleman,,,alejandro1a1c@hotmail.com,,List import
10996690,Inactive Investor,Zachary Quinn,Financial Consultant;Registered Associate,LPL Financial LLC Bloomington IL 2101 Eastland Dr,zach.quinn@lpl.com,,Salesforce
9564353,,James Imoh,,,james.imoh@edwardjones.com,,List import
11106582,Inactive Investor,Kelsey Ridge,,"Raymond James Financial Services, Inc. Chattanooga TN 801 Broad St",kelsey.ridge@raymondjames.com,,Salesforce
9593937,,Stephen Cash,,,scash@seveneightcapital.com,,List import
10976637,Inactive Investor,Jason Atchley,,"Equitable Advisors, LLC Atlanta GA 3450 Miller Dr",jason.atchley@equitable.com,,Salesforce
224612,,lazz shigwedha,,[Unknown],lazarus.shigwedha@alumni.ie.edu,,Direct
11104273,Inactive Investor,Joanna Valentini,Chief Financial Officer;Chief Operating Officer,Professional Planning Group,jvalentini@ppgadvisors.com,,Salesforce
11031558,Inactive Investor,Brad Randall,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",bmrandall@firstcommand.com,,Salesforce
11070403,Inactive Investor,Cynthia Zalewsky,Chief Compliance Officer;Founder;President,Saratoga Investment Solutions Inc.,cynthia@saratogainvestmentsolutions.com,,Salesforce
9547039,,Eric Zhao,,,eric@pgix.com,,List import
10886615,Inactive Investor,Sarah Yoon,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10823095,Inactive Investor,Craig Livingston,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",craig.s.livingston@ml.com,,Salesforce
11206905,Inactive Investor,Zachary Richter,Investment Advisor Representative,LPL Financial LLC Vancouver WA 703 Broadway St,zachary.richter@lpl.com,,Salesforce
10814256,Inactive Investor,Jenny Carney,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jenny.carney@schwab.com,,Salesforce
9629459,,Greg Danielewicz,,,greg.danielewicz@yahoo.com,,List import
9558261,,Kimay Regad,,,kimayregas@gmail.com,,List import
10960937,Inactive Investor,Andrew Moruzzi,,Edward Jones Conway SC 908 3rd Ave,andrew.moruzzi@edwardjones.com,,Salesforce
348034,,Tiffanni Jorgensen,,Mcmill Cpa And Advisors,tiffannij@wealthfirm.info,402-371-1160,Manual List Upload
10885557,Inactive Investor,Rebecca Sebastian,Member;Partner;Senior Financial Planner;Vice President,Mindful Asset Planning,becky@mindfulplanning.com,,Salesforce
10850146,Inactive Investor,James Barone,Area Investment Manager,"Fifth Third Securities, Inc. Clinton Township MI 18800 Hall Rd",james.barone@53.com,,Salesforce
11202243,Inactive Investor,Richard Iavarone,,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,riavarone@primerica.com,,Salesforce
10803120,Inactive Investor,Nathan Collums,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",nathan.collums@wellsfargoadvisors.com,,Salesforce
11173039,Inactive Investor,Brian Feathers,Investment Service Consultant,PNC Investments Noblesville IN Private Residence,brian.feathers@pnc.com,,Salesforce
9569052,,gino mancino,,,xewaje2718@jupiterm.com,,List import
10969225,Inactive Investor,Christie Douglas,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,,,Salesforce
10911281,Inactive Investor,Jessica Ross,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,jessicaross@statefarm.com,,Salesforce
10788845,Inactive Investor,Christopher Pease,,MMC Securities LLC Cleveland OH 200 Public Sq,christopher.pease@mmc.com,,Salesforce
10952539,Inactive Investor,Yasmeen Al Qasem,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9565595,,Gian Vergnetti,,,gvergnetti@enertechcapital.com,,List import
11087465,Inactive Investor,Joanna Walker,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,joannaelizabethwalker@primerica.com,,Salesforce
11164553,Inactive Investor,Jesse Bass,,"Allstate Financial Services, LLC Bossier City LA 1828 Old Minden Rd",a051360@allstate.com,,Salesforce
9542277,,Russ Vanderpool,,,russ@fusedata.com,,List import
10907828,Inactive Investor,David Smith,Wealth Management Advisor,"Elevage Partners, LLC",david.smith@elevagepartners.com,,Salesforce
9552837,,Alan Parsons,,,globalgom05@yahoo.com.au,,List import
10944223,Inactive Investor,Brian Sokolowski,Chief Compliance Officer;Chief Investment Officer;Managing Member;Managing Partner,Bluebird Wealth Management LLC,brian@bluebirdwealthmanagement.com,,Salesforce
10767543,Inactive Investor,Scott Spears,,"Wells Fargo Clearing Services, LLC",scott.spears@wfadvisors.com,,Salesforce
10819954,Inactive Investor,Stephen Zarubnicky,,"Hennion & Walsh, Inc.",szarubnicky@hennionandwalsh.com,,Salesforce
9637611,,Susan McDermott,,,smcdermott@pavilioncorp.com,,List import
10862578,Inactive Investor,Boyd Moffett,Financial Advisor,Edward Jones Lahaina HI 2580 Kekaa Dr,boyd.moffett@edwardjones.com,,Salesforce
11231971,Inactive Investor,Cindy Bergman,Client Specialist,Robert W. Baird & Co. Incorporated Murray KY 1710 State Rte 121 N,cbergman@rwbaird.com,,Salesforce
188925,,Sean Yu,,[Unknown],johnkks1231@gmail.com,,Organic Search
9624075,,Corey Flynn,,,coreya.flynn@gmail.com,,List import
10878269,Inactive Investor,Brian Molin,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",brian.molin@frostbank.com,,Salesforce
11004716,Inactive Investor,Ethan Sonnier,Associate,Edward Jones League City TX 1005 W Main St,,,Salesforce
9641397,,val Oprea,,,valera.oprea83@gmail.com,,List import
10787213,Inactive Investor,Angela Thompson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11070969,Inactive Investor,Deanna Pickman,Financial Advisor,Edward Jones Denver CO 165 S Union Blvd,deanna.pickman@edwardjones.com,,Salesforce
10890711,Inactive Investor,Curtis Bisek,Financial Advisor,Edward Jones La Crosse WI 300 2nd St N,curtis.bisek@edwardjones.com,,Salesforce
10957984,Inactive Investor,Hector Arellano,,Fidelity Brokerage Services LLC Vineland NJ Private Residence,,,Salesforce
10646679,,Brian Loiseau,,,brian.loiseau@tfaconnect.com,,List Import
11005867,Inactive Investor,Shaun Lewis,Financial Advisor,Edward Jones East Peoria IL 263 E Washington St,shaun.lewis@edwardjones.com,,Salesforce
9583216,,Mark Wu,,,markxwu@noahinvestments.com,,List import
9564452,,Dipti Bedi,,,dipti.bedi@cyrilshroff.com,,List import
11011700,Inactive Investor,Wendy Phillippay,Chief Compliance Officer,"Raub Brock Capital Management, LP",wendyp@raubbrock.com,,Salesforce
11100293,Inactive Investor,Jessica Luchan,,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 2205 McGregor Blvd",jessica.luchan@wfafinet.com,,Salesforce
108276,,Francene Chadwick,,n/a,fbrothers@gmail.com,9199739274,Paid Search
11064290,Inactive Investor,Maureen Carr,Financial Advisor;Team Lead;Vice President,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,maureen.k.halasz@jpmorgan.com,,Salesforce
10881150,Inactive Investor,Michael Spears,Private Wealth Advisor,Commonwealth Financial Network Kinston NC 2906 Hull Rd,mspears@commonwealth.com,,Salesforce
11126160,Inactive Investor,Jameson Hooton,Specialist,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
374726,,Richard Stewart,,[[Unknown]],rickstew@optonline.net,,Database Upload
1005137,Inactive Investor,Oliver Eckhard,,The Observatory,oliver@247lookout.com,,3rd Party Lead Gen
11048486,Inactive Investor,Deborah Sheehan,,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",deborah.sheehan@wellsfargoadvisors.com,,Salesforce
10756410,Inactive Investor,Mary Ramsey,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",mary.ramsey@53.com,,Salesforce
10935047,Inactive Investor,Brewer Bentley,,"Allen, Mooney & Barnes Brokerage Services, LLC",brewer.bentley@ambwealth.com,,Salesforce
212301,,James Conant,,\- None -,conant.jim2@gmail.com,9704059744,
11090549,Inactive Investor,Douglas Andersen,Financial Advisor,Edward Jones Saint Paul MN 1700 Hwy 36 W,doug.andersen@edwardjones.com,,Salesforce
10529913,,Moises Guerrero,,,blinkguerrero96@gmail.com,,Web Form Fillout
11196151,Inactive Investor,Charles Buchana,,Cetera Advisors LLC Fairview Heights IL 6001 Old Collinsville Rd,,,Salesforce
6982320,,ie leak,,,rapac38469@ezgiant.com,,Web form fillout
11015724,Inactive Investor,Michelle Hauge,Senior Financial Planner,"Osaic Wealth, Inc. Rogers AR 802 N 20th Pl",mhauge@royalaa.com,,Salesforce
10776885,Inactive Investor,Paul Notermann,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",paul.notermann@ampf.com,,Salesforce
11191392,Inactive Investor,Kevin Spires,Chief Compliance Officer;Managing Member;President,"Bellaire Capital Management, LLC",,,Salesforce
11042998,Inactive Investor,Michael Gerken,Wealth Advisor,Thrivent Investment Management Inc. Newton NC 726 W C St,michael.gerken@thrivent.com,,Salesforce
11098857,Inactive Investor,Thary Phann,,Fidelity Brokerage Services LLC,,,Salesforce
11107661,Inactive Investor,Christine White,Chief Compliance Officer;Owner,Imagine Math,christine@imaginemath.com,,Salesforce
9546725,,Mehrnaz Mendoza,,,mehrnaz.mendoza@transamerica.com,,List import
11171351,Inactive Investor,Ernel Cabanero,,PFS Investments Inc. San Jose CA 3031 Tisch Way,ernel.cabanero@primerica.com,,Salesforce
10785804,Inactive Investor,Linda Teed,,PNC Investments Clarendon Hills IL 300 Holmes Ave,linda.teed@pnc.com,,Salesforce
10976676,Inactive Investor,Jill Sabroske,,"Empower Financial Services, Inc",jill.sabroske@empower.com,,Salesforce
9616689,,Reilly Smith,,,reilly.smith@ubs.com,,List import
9627226,,Hannah Lang,,,hannah.lang@thomsonreuters.com,,List import
10488347,,John Eggleton,,"Ameritas Advisory Services, LLC",jeggleton@ameritas.com,,List Import
10976915,Inactive Investor,Kaila Anderson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kaila_anderson@vanguard.com,,Salesforce
10870924,Inactive Investor,Anthony Mosel,,"Osaic Wealth, Inc. Boise ID Private Residence",amosel@royalallianceadvisors.com,,Salesforce
10921684,Inactive Investor,Keanelyn Waldriff,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,keanelyn_waldriff@vanguard.com,,Salesforce
10771442,Inactive Investor,Justin Thomas,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10792999,Inactive Investor,Charles Loper,Chairman;Founder;Managing Member,"Eagle Financial Advisors, LLC",charlesl@clausa.com,,Salesforce
3072245,,William Pope,,,popewilliamb666@gmail.com,,
11209794,Inactive Investor,Erin Querry,,Edward Jones Las Cruces NM Private Residence,,,Salesforce
11078688,Inactive Investor,Shelby Anderson,Executive Director - Wealth Planning and Advice,J.P. Morgan Securities LLC New York NY 277 Park Ave,shelby.anderson@jpmorgan.com,,Salesforce
9541306,,Zach Evanish,,,zevanish@gmail.com,,List import
9577150,,Talantbek Ysakov,,,talantbekysakov@gmail.com,,List import
11016717,Inactive Investor,Diego Pabon,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,dpabon@primerica.com,,Salesforce
10827778,Inactive Investor,Eric Andersen,Financial Advisor,LPL Financial LLC Rocklin CA 6520 Lonetree Blvd,eric.andersen@lpl.com,,Salesforce
9595245,,david maloney,,,maloneyd413@gmail.com,,List import
11169995,Inactive Investor,Regina McCormick,Financial Advisor,LPL Financial LLC Greensboro NC 628 Green Valley Rd,,,Salesforce
11106600,Inactive Investor,Joshua Cantrell,Senior Client Service Associate,Morgan Stanley Omaha NE 13625 California St,josh.cantrell@morganstanley.com,,Salesforce
10921483,Inactive Investor,Haiqian Huang,,J.P. Morgan Securities LLC Elmhurst NY 7906 Broadway,haiqian.zhang@jpmorgan.com,,Salesforce
10918679,Inactive Investor,Liliana Baron,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,elbaron@ft.newyorklife.com,,Salesforce
11045400,Inactive Investor,Taylor Jacob,,"Robinhood Financial, LLC Denver CO 2373 15th St",taylor.jacob@robinhood.com,,Salesforce
10787306,Inactive Investor,John Broom,,"Capital Investment Group, Inc. Greenville SC 1541 Wade Hampton Blvd",,,Salesforce
10489639,,Wade Checketts,Investment Advisor,Fisher Investments,walk_in_da_water@hotmail.com,,List Import
11030401,Inactive Investor,Mark Shelton,,"Alexander D Cohen Investments, LLC",,,Salesforce
10824815,Inactive Investor,Robert Vaughn,Chief Compliance Officer;Owner,Vaughn Investment Advisors Inc,,,Salesforce
11070235,Inactive Investor,Lee Dionne,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",lee.dionne@nm.com,,Salesforce
10985030,Inactive Investor,Amanda Hammett,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,amanda.hammett.xd6x@statefarm.com,,Salesforce
11155800,Inactive Investor,Breya Howzell,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",breya.howzell@nm.com,,Salesforce
10616983,,John Goblet,,,john.goblet@lpl.com,,List Import
11148686,Inactive Investor,Stella Hui,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",stella.hui@schwab.com,,Salesforce
10617124,,Mark Stephens,,,mark.stephens@ampf.com,,List Import
10900035,Inactive Investor,Andrew McCollum,Financial Advisor,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,andrew.mccollum@lpl.com,,Salesforce
10926944,Inactive Investor,Anais Hernandez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,anais.hernandez@jpmorgan.com,,Salesforce
11032590,Inactive Investor,Sarah Rodriguez,,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",sarah.rodriguez@nm.com,,Salesforce
10873858,Inactive Investor,Wayland Woo,,"Karmeq, LLC",,,Salesforce
11175046,Inactive Investor,Richard Ross,,"Avantax Investment Services, Inc. Anadarko OK 113 NW 2nd St",rossr2@myavantax.com,,Salesforce
347404,,Steele Windle,Vice President,"Five Points Capital, Inc.",swindle@fivepointscapital.com,336-733-0350,Manual List Upload
10882139,Inactive Investor,Stephen White,,GWN Securities Inc. Owasso OK 14501 E 89th St N,swhite@gwnsecurities.com,,Salesforce
11048726,Inactive Investor,Francis Coker,Chief Compliance Officer;Managing Member;Regulatory Contact,"Beaumont Asset Management, LLC",fcoker@beaumontasset.com,,Salesforce
11009656,Inactive Investor,Christina Edwards,,NYLIFE Securities LLC Lewisburg WV 857 Court St N,christinae@ft.newyorklife.com,,Salesforce
11075775,Inactive Investor,Christopher Duffy,,Lincoln Investment Braintree MA 35 Braintree Hill Park,cduffy@lincolninvestment.com,,Salesforce
9601878,,Michal Lawrence,,,michall@vintage-ip.com,,List import
11076504,Inactive Investor,Xiao Jiang,Chief Compliance Officer,Clipper Advisor LLC,,,Salesforce
10926460,Inactive Investor,Irena Milanovic,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,irena.milanovic@jpmorgan.com,,Salesforce
10647932,,Dustin Schick,,,dschick@evergreenpwl.com,,List Import
11064128,Inactive Investor,Casey Swope,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10961429,Inactive Investor,Harrison Meltzer,Relationship Banker,"Wells Fargo Clearing Services, LLC Columbia SC 4408 Forest Dr",,,Salesforce
11234722,Inactive Investor,Theodore Buehler,Investment Advisor,Fisher Investments,,,Salesforce
237065,, -,,[[Unknown]],mshoaib2345@gmail.com,,
10809424,Inactive Investor,Steven Merenda,Private Wealth Advisor,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",steven.r.merenda@ampf.com,,Salesforce
11064884,Inactive Investor,Davis Reich,,J.P. Morgan Securities LLC Plymouth MI 235 N Sheldon Rd,davis.reich@chase.com,,Salesforce
11045792,Inactive Investor,Blanca Chavez,Member;Partner,CAS Wealth Strategies LLC,blanca@caswealth.com,,Salesforce
11049547,Inactive Investor,Alexander Dunne,Support Advisor,SilverOak Wealth Management LLC,adunne@silveroakwealth.com,,Salesforce
10887192,Inactive Investor,Karen Michel,,LPL Financial LLC North Hollywood CA 11754 Victory Blvd,karen.michel@lpl.com,,Salesforce
11059547,Inactive Investor,Arnold Fernandez-Fuentes,Senior Investment Associate,J.P. Morgan Securities LLC Denver CO 1455 16th St,arnold.fernandez-fuentes@jpmorgan.com,,Salesforce
213852,,James Hunt,,Hunt Capital,jayclassifieds.contact@gmail.com,(385) 227-1319,
11182696,Inactive Investor,Cade Kreps,,Commonwealth Financial Network Youngstown OH 4308 Belmont Ave,ckreps@commonwealth.com,,Salesforce
10850066,Inactive Investor,Xuli Zong,,"Transamerica Financial Advisors, Inc Milpitas CA 1629 S Main St",xuli.zong@tfaconnect.com,,Salesforce
11113225,Inactive Investor,Julio Gonzalez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10488228,,Gordon Graves,"Chief Compliance Officer, Owner","AMR Capital, LLC",rush@amr.capital,,List Import
10999346,Inactive Investor,Justin Ruetz,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",justin.ruetz@nm.com,,Salesforce
10890486,Inactive Investor,Brian Evans,,Key Investment Services LLC Chagrin Falls OH 4 N Main St,brian.evans@key.com,,Salesforce
11130337,Inactive Investor,Scott Novellas,Family Wealth Director;Financial Advisor;Investment Management Consultant;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,scott.novellas@morganstanley.com,,Salesforce
11115906,Inactive Investor,Kelly Kalas,Sales Assistant,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",kelly.kalas@rbc.com,,Salesforce
10963900,Inactive Investor,Tanya Gonzalez,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",melissa.gonzalez@nm.com,,Salesforce
248539,,Ralph Killiebrew,Sr Architect,Fintech,killiebrew@gmail.com,,Manual List Upload
11021478,Inactive Investor,Austin Dillon,Service Specialist,The Huntington Investment Company Canton OH 220 Market Ave S,austin.dillon@huntington.com,,Salesforce
10925138,Inactive Investor,Zachary Rothenberg,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10715426,,Bashir Ademola,,,bashirlukmanademola@gmail.com,2349169199806,Web Form Fillout
10864903,Inactive Investor,Kevin McCluskey,Chief Compliance Officer;Chief Executive Officer;Managing Director;Managing Member,Castle Island Wealth Palm Beach Gardens FL 11300 US Highway 1,kmccluskey@seahuntercapital.com,,Salesforce
224531,,Fong Jek Gan,,[Unknown],fongjek@gmail.com,,Direct
10930582,Inactive Investor,Beth Anderson,Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC",beth.anderson@wfadvisors.com,,Salesforce
10829477,Inactive Investor,Henry Kinney,Investment Advisor;Managing Member;Owner,RetireRight Consulting Group,,,Salesforce
11127705,Inactive Investor,Antoinette Rezinova-Hinds,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
10883811,Inactive Investor,Kristen Gullickson,Financial Advisor,LPL Financial LLC Spearfish SD 146 W Hudson St,kristen.gullickson@lpl.com,,Salesforce
10828065,Inactive Investor,Michelle Willingham,Financial Advisor,Edward Jones Fort Worth TX 550 Bailey Ave,michelle.willingham@edwardjones.com,,Salesforce
10988368,Inactive Investor,Alonte White-Davis,,"Bankers Life Securities, Inc. Grand Rapids MI 3350 Eagle Park Dr NE",alonte.white-davis@bankerslife.com,,Salesforce
11034462,Inactive Investor,Sarah Choe,,NYLIFE Securities LLC Irving TX 6565 N Macarthur Blvd,schoe@ft.newyorklife.com,,Salesforce
10776278,Inactive Investor,Ebrima Touray,Private Client Banker,J.P. Morgan Securities LLC New York NY 277 Park Ave,ebrima.s.touray@jpmorgan.com,,Salesforce
11191619,Inactive Investor,Hayden Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",hayden.smith@ml.com,,Salesforce
9630180,,James Berger,,,jimjim204@gmail.com,,List import
9600913,,Kumar Belday,,,belday@gmail.com,,List import
11044217,Inactive Investor,Sammy Kwok Ho Tang,,HSBC Securities (USA) Inc. Bellevue WA 196 Bellevue Way NE,,,Salesforce
10923655,Inactive Investor,Janice Mathews,,J.P. Morgan Securities LLC Glencoe IL 332 Park Ave,janice.m.mathews@jpmorgan.com,,Salesforce
10846562,Inactive Investor,Michelle Perres,Senior Financial Advisor,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,mperres@aegiscap.com,,Salesforce
9543242,,Jacob Loosle,,,jacob.loosle@unitedcp.com,,List import
10840920,Inactive Investor,Gregory Benson,Senior Vice President,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
9544034,,Abhi Jain,,,jainrabhi@gmail.com,,List import
10998898,Inactive Investor,Jenna Oakley,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,joakley@primerica.com,,Salesforce
10815864,Inactive Investor,Dondi Vinca,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",dondi.vinca@ampf.com,,Salesforce
9645638,,Sanup Yang,,,tomyang95@yonsei.ac.kr,,List import
194348,,Ryan Patnoe,"Chief Compliance Officer, Principal","Schwan Financial Advisors, LLC",rpatnoe@schwanfg.com,605-225-1047,
10771855,Inactive Investor,Erin Price,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",erin.price@ml.com,,Salesforce
10812866,Inactive Investor,James McArthur,Chief Compliance Officer;President,"A.G. Morgan Financial Advisors, LLC",jmcarthur@agmorgan.net,,Salesforce
10969665,Inactive Investor,Hannah Wissel,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
9606097,,Nabendu Bhattacharyya,,,bhatnabs@gmail.com,,List import
198360,,Eric Katz,"Managing Director, CCO","Leogroup Fund Services, Llc",ekatz@leogroupllc.com,732-903-2600,
11220914,,Michael Goldstein,,,mgoldstein@savantwealth.com,,List Import
9629853,,Michael Galloway,,,megalloway666@icloud.com,,List import
10784822,Inactive Investor,Joel Swogger,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",j.swogger@wfadvisors.com,,Salesforce
10893997,Inactive Investor,Mary Mccullagh,Private Client Associate,Janney Montgomery Scott LLC Blue Bell PA 1767 Sentry Pkwy W,mmccullagh@janney.com,,Salesforce
11219940,,Maxwell Folster,,,mfolster@ayco.com,,Other
10646165,,Alexander Falloon,,,alex.falloon@empower-retirement.com,,List Import
11047914,Inactive Investor,Nicholas Ostdiek,Financial Advisor,LPL Financial LLC Fresno CA 1100 W Shaw Ave,nick.ostdiek@lpl.com,,Salesforce
11119506,Inactive Investor,Clayton Riddell,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Broomfield CO 598 Summit Blvd",clayton.riddell@wellsfargo.com,,Salesforce
11084338,Inactive Investor,Bruno Gebara,,Citigroup Global Markets Inc.,,,Salesforce
10908332,Inactive Investor,Thomas Klenk,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",tklenk@tradestation.com,,Salesforce
11038636,Inactive Investor,Shahzeb Shaikha,Financial Advisor,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,shahzeb.shaikha@prudential.com,,Salesforce
10659914,,David Childress,,,david.childress@chase.com,,List Import
10910679,Inactive Investor,Henry Stilley,,"Raymond James Financial Services, Inc. Cary NC 204 Towne Village Dr",henry.stilley@raymondjames.com,,Salesforce
10857498,Inactive Investor,Eileen Keegan,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,ekeegan@janney.com,,Salesforce
10934081,Inactive Investor,Keegan Harris,Financial Advisor,Morgan Stanley Yakima WA 3909 Castlevale Rd,keegan.harris@morganstanley.com,,Salesforce
11104018,Inactive Investor,Hari Iyer,Financial Advisor,Morgan Stanley Santa Maria CA 2005 S Broadway,hari.iyer@morganstanley.com,,Salesforce
10832829,Inactive Investor,Daniel Di Lulo,Wealth Management Associate,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,dan.di.lulo@morganstanley.com,,Salesforce
340249,,Hanna Aase,CEO,[Unknown],hanna@hannaaase.no,,Database Upload
9634331,,Steven Zeller,,,stevenzeller@hotmail.com,,List import
10973533,Inactive Investor,Phuong Luu,,J.P. Morgan Securities LLC Westminster CA 15512 Brookhurst St,sophiaphuong.luu@chase.com,,Salesforce
10893574,Inactive Investor,Susan Nottingham,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9579029,,Carlos -,,,cortizgutierrez@fordham.edu,,List import
10486911,,Sean Cates,"Senior Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",s.cates@ml.com,,List Import
10899700,Inactive Investor,Mark Schumacher,Financial Advisor,Edward Jones Lincoln CA 805 12 Bridges Dr,mark.schumacher@edwardjones.com,,Salesforce
10897038,Inactive Investor,Matthew Lausell,Financial Advisor,Edward Jones Lakeland FL 7371 US Hwy 98 N,matthew.lausell@edwardjones.com,,Salesforce
11066341,Inactive Investor,Robyn Lee,Client Associate,Morgan Stanley Marlton NJ 303 Lippincott Dr,robyn.lee@morganstanley.com,,Salesforce
9568923,,Nico Lucioni,,,lucioni.nico@gmail.com,,List import
9635724,,Paul Wallace,,,paul@heritagegroupusa.com,,List import
11174245,Inactive Investor,Cameron Parker,,J.P. Morgan Securities LLC Dublin OH 6275 Frantz Rd,cameron.parker@jpmorgan.com,,Salesforce
11061901,Inactive Investor,Joseph Bartosic,,Fidelity Brokerage Services LLC Ashburn VA 20465 Exchange St,joseph.bartosic@fmr.com,,Salesforce
10932974,Inactive Investor,Linda Howard,,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,linda.howard@lpl.com,,Salesforce
11161773,Inactive Investor,Kristen Jones,Registered Client Service Associate,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,,,Salesforce
10909272,Inactive Investor,Garrett Gomez,,"Frost Brokerage Services, Inc.",ggomez@frostbank.com,,Salesforce
10957745,Inactive Investor,Christine Gonzales,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",cgonzales@tiaa.org,,Salesforce
11217664,,Joseph Mayfield,,,rmayfield@rwbaird.com,,List Import
10817918,Inactive Investor,Mark Jazwin,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",mjazwin@noblecapitalmarkets.com,,Salesforce
10993385,Inactive Investor,Devin Watts,Associate Financial Advisor,Panoramic Financial,devin@panoramicfinancial.com,,Salesforce
9647158,,Korey Rosales,,,kokofinley069@gmail.com,,List import
11201202,Inactive Investor,Nicholas Daft,Director;Owner;Senior Research Analyst,"Aristotle Atlantic Partners, LLC",ndaft@aristotlecap.com,,Salesforce
9619411,,Jacob Kushkuley,,,jkushkuley@gppfunds.com,,List import
11063449,Inactive Investor,Ricky Canipe,Chief Compliance Officer;Managing Member;President,"MillenniuM Investment and Retirement Advisors, LLC",rick@miracenter.com,,Salesforce
10979108,Inactive Investor,Mary Vega,,PFS Investments Inc. Montclair CA 5405 Arrow Hwy,hhan4@primerica.com,,Salesforce
11146512,Inactive Investor,Rodrigo Abucham,Executive Director;Financial Advisor;International Client Advisor,Morgan Stanley New York NY 399 Park Ave,rodrigo.abucham@morganstanley.com,,Salesforce
10817085,Inactive Investor,Christopher Shipp,,Cetera Investment Services LLC Texarkana TX 2000 Richmond Rd,christopher.shipp@ceterais.com,,Salesforce
9636235,,Charles Simon,,,csimon@taconicadvisors.com,,List import
10969036,Inactive Investor,Jaime Chart,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jaime.chart@jpmorgan.com,,Salesforce
10871426,Inactive Investor,Gregory Harris,Partner;Wealth Manager,Creative Planning Wellesley MA Private Residence,gharris@thinkingbeyond.com,,Salesforce
11182772,Inactive Investor,Hannah Hensley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11183340,Inactive Investor,Anthony Solomita,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,anthony.solomita@fidelity.com,,Salesforce
11232371,Inactive Investor,Mary Jones,,"Osaic Wealth, Inc. Thibodaux LA 102 Royal Oak Blvd",,,Salesforce
10769305,Inactive Investor,Stephen Kjer,,Cetera Financial Specialists LLC West Bend WI 2410 S Main St,stephen.kjer@ceterafs.com,,Salesforce
11004835,Inactive Investor,Thinh Tran,,J.P. Morgan Securities LLC Westminster CA 14011 Beach Blvd,thinh.tran@jpmorgan.com,,Salesforce
368056,,William James,Investor,,randyjames518@gmail.com,2149088789,Webinar
9577670,,z s choo,,,czsueh@gmail.com,,List import
11006109,Inactive Investor,Daniel De Longe,,"Farmers Financial Solutions, LLC Edmond OK 800 W 18th St",,,Salesforce
11187311,Inactive Investor,Carlo Oldani,,"Truist Investment Services, Inc. Morehead City NC 2806 Arendell St",carlo.oldani@truist.com,,Salesforce
10844915,Inactive Investor,Mark Query,Financial Advisor,LPL Financial LLC Lexington KY 771 Corporate Dr,mark.query@lpl.com,,Salesforce
9599987,,Tanya Welch,,,tanya.welch@tdameritrade.com,,List import
10619214,,Daniel Wolfgram,,,dan.wolfgram@rbc.com,,List Import
11067399,Inactive Investor,Michelle Wynn,,State Farm VP Management Corp. Indianapolis IN 8701 Southeastern Ave,michellewynn@statefarm.com,,Salesforce
9616975,,Barbara Ann Mars -,,,mar910784@gmail.com,,List import
372551,,Scott Ferrier,,United States,scott.c.ferrier@gmail.com,,Salesforce
185348,,ELIZABETH DAVIS,PRESIDENT & CEO,"MURPHY & MCGONIGLE, P.C.",elizabeth.davis@mmlawus.com,202-440-2352,
11134941,Inactive Investor,Matthew Wagner,,Thrivent Investment Management Inc.,matthew.wagner@thrivent.com,,Salesforce
219322,,Christian Forrer,,[Unknown],cforrer8@gmail.com,,
11069513,Inactive Investor,Juyun Lu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10808264,Inactive Investor,Kevin Dooley,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",kevin.dooley@nm.com,,Salesforce
11019146,Inactive Investor,Patric Moncada,,J.P. Morgan Securities LLC Waukegan IL 3950 Fountain Square Pl,patric.moncada@jpmorgan.com,,Salesforce
10893584,Inactive Investor,Kathleen Hayden,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Lawton OK 1422 NW Sheridan Rd",kathleen.haydencasey@ampf.com,,Salesforce
9563237,,Gelareh Babaie,,,gelareh62@gmail.com,,List import
11188689,Inactive Investor,Alford Flanagan,Financial Advisor,"Northwestern Mutual Investment Services, LLC Tyler TX 2326 Dueling Oaks Dr",al.flanagan@nm.com,,Salesforce
11169479,Inactive Investor,Lorie Clemente,,J.P. Morgan Securities LLC Redwood City CA 1615 Woodside Rd,lorieann.y.clemente@chase.com,,Salesforce
10971414,Inactive Investor,Scott Mcquillen,Manager - Retirement Plan Services;Vice President,"USI Securities, Inc. Minneapolis MN 8000 Norman Center Dr",scott_mcquillen@usicg.com,,Salesforce
336507,,Robert Schiller,Member,"Cassady Schiller Wealth Management, Llc",rschiller@csa-cpa.com,513-483-6652,Manual List Upload
10487203,,Eric Herman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",eric.c.herman@ml.com,,List Import
11201390,Inactive Investor,John Ceo-Martens,,Cetera Advisor Networks LLC Austin TX 300 Beardsley Ln,,,Salesforce
11107761,Inactive Investor,James Munchbach,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"BayRock Financial, L.L.C.",,,Salesforce
10614810,,Robert Paduano,"Senior Financial Advisor, Senior Vice President",,robert.paduano@morganstanley.com,631-755-8855,List Import
10911444,Inactive Investor,Terrell Annette,Member;Vice President,Terrell Financial Group Metairie LA 3621 Ridgelake Dr,,,Salesforce
10898656,Inactive Investor,Dorothy Sperry,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",,,Salesforce
10792719,Inactive Investor,Diana Vanmeter,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",diana.vanmeter@ml.com,,Salesforce
9579171,,Marcy Bibler,,,marcy.bibler@53.com,,List import
9644120,,Marco Dell'Omo,,,md@marcodellomo.com,,List import
11185952,Inactive Investor,Tanner Stoddard,,"Wells Fargo Clearing Services, LLC",,,Salesforce
42596,,Mark Wheeler,"Financial Advisor, Vice President, Wealth Advisor",William Blair,mwheeler@williamblair.com,312-364-8891,
10943950,Inactive Investor,Scot Michels,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",smichels@massmutual.com,,Salesforce
9638365,,Mark Bennett,,,info@horanassoc.com,,List import
11010945,Inactive Investor,Adam Schopp,Financial Advisor,"Pruco Securities, LLC. Camp Hill PA 429 S 18th St",adam.schopp@prudential.com,,Salesforce
10659142,,Jennifer Gallagher,,,jgallagher@williamblair.com,,List Import
10912265,Inactive Investor,Jeffrey Pasternak,Financial Advisor,LPL Financial LLC Castle Rock CO 1491 Red Cliff Way,jeffrey.pasternak@lpl.com,,Salesforce
62514,,Elizabeth Mckinley,Financial Associate,Thrivent Investment Management Inc.,beth.mckinley@thrivent.com,717-500-3509,
371547,,Park Sewon,,[Unknown],sw0102020@naver.com,,Salesforce
11065863,Inactive Investor,Kimberly Fraher,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kimberly.fraher@fmr.com,,Salesforce
11229946,Inactive Investor,Sean Torney,,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",,,Salesforce
11194004,Inactive Investor,Craig Baugh,,State Farm VP Management Corp. Provo UT 2230 N University Pkwy,,,Salesforce
11033559,Inactive Investor,Caleb Sturgis,Financial Representative,"Northwestern Mutual Investment Services, LLC Gainesville FL 4965 NW 8th Ave",caleb.sturgis@nm.com,,Salesforce
10781152,Inactive Investor,Casey Wentler,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",casey.wentler@schwab.com,,Salesforce
10896779,Inactive Investor,Shin Ngwin,,J.P. Morgan Securities LLC Monterey Park CA 459 S Atlantic Blvd,kim.win@chase.com,,Salesforce
11163571,Inactive Investor,Catherine Cheung,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",catherine.cheung@ml.com,,Salesforce
10824170,Inactive Investor,Robert Hurley,Financial Advisor,"Equitable Advisors, LLC Charleston WV 2508 Kanawha Blvd E",robert.hurley@equitable.com,,Salesforce
10800806,Inactive Investor,Julie Anderson,Investment Advisor Representative,"Voya Financial Advisors, Inc. Galveston TX 621 University Blvd",julie.anderson@voya.com,,Salesforce
11182164,Inactive Investor,William Noonan,Associate Director,UBS Financial Services Inc. New York NY 299 Park Ave,william.k.noonan@ubs.com,,Salesforce
11101662,Inactive Investor,Lukasz Syrek,Client Associate,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,lukasz.syrek@ubs.com,,Salesforce
9648425,,Greg Plunk,,,gplunk408@msn.com,,List import
10529735,Active Investor,Danny Khong,,Danny Khong,1optical@bellsouth.net,5043191015,Salesforce
11069771,Inactive Investor,Amy Botkin,,"Sanford C. Bernstein & Co., LLC Atlanta GA 3560 Lenox Rd NE",,,Salesforce
10895689,Inactive Investor,Donald Townes,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
9608647,,Michael Carrion,,,mike.carrion@gmail.com,,List import
11045795,Inactive Investor,Christopher Lepine,Financial Advisor,LPL Financial LLC Lincoln RI 6 Blackstone Valley Pl,christopher.lepine@lpl.com,,Salesforce
9573391,,Patrick Barth,,,pbarth@thirdpoint.com,,List import
9550082,,Jiajun Huang,,,jiajun.huang@tengyuepartners.com,,List import
237163,, -,,[[Unknown]],dayak@inappmail.com,,Direct
11041422,Inactive Investor,Henry Flood,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,henry.flood@fmr.com,,Salesforce
10854301,Inactive Investor,Wade Cheatham,,"Charles Schwab & Co., Inc. Walnut Creek CA Private Residence",wade.cheatham@schwab.com,,Salesforce
332515,,Jacob Lavely,,[Unknown],jacob.lavely@ridglinewm.com,,source
9630797,,Arnie alafriz,,,arnie@alafriz.ph,,List import
10658964,,Daniel Tracy,,,dtracy@calamos.com,,List Import
10961930,Inactive Investor,Daniel Baldwin,Financial Advisor,LPL Financial LLC Northville MI 120 W Main St,,,Salesforce
11147732,Inactive Investor,Paula Derwick,,Cetera Advisor Networks LLC Olean NY 487 N Union St,,,Salesforce
9587054,,Michael Gibb,,,mgibb@godseyandgibb.com,,List import
11260834,Inactive Investor,Feifei Wang,,Jefferies LLC,,,Salesforce
10861152,Inactive Investor,Robert Higgins,Principal,Dalton Financial LLC,bob@daltonfin.com,,Salesforce
10813714,Inactive Investor,Michael Ladd,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",michael.ladd@raymondjames.com,,Salesforce
11013112,Inactive Investor,Jorge Valenzuela,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
10836929,Inactive Investor,Nada Steffy,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",nada_steffy@ml.com,,Salesforce
11035521,Inactive Investor,Craig Troyer,Financial Advisor,Edward Jones Springfield IL 3118 S 6th St,craig.troyer@edwardjones.com,,Salesforce
352460,,John Clark,"Senior Associate, Investments","Alcion Ventures, L.p.",jclark@alcionventures.com,617-603-1000,Manual List Upload
10780141,Inactive Investor,Margaret Moloney,President;Regulatory Contact,Independent Investors Inc,mmoloney@independent-investors.com,,Salesforce
11095280,Inactive Investor,Bryan Baksh,,J.P. Morgan Securities LLC Lutz FL 23434 State Road 54,bryan.baksh@jpmorgan.com,,Salesforce
11084252,Inactive Investor,Sonja Metcalf,,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",sonja.metcalf@rbc.com,,Salesforce
9647621,,Emma Link,,,elink@primexe.com,,List import
10646424,,Thomas Coxhead,,,thomas.coxhead@rbc.com,,List Import
11147883,Inactive Investor,Robert McIntyre,Client Service Associate,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",robert.mcintyre@ampf.com,,Salesforce
10897658,Inactive Investor,James Shultz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11070054,Inactive Investor,Maria Villegas,,J.P. Morgan Securities LLC Tucson AZ 4660 E Sunrise Dr,maria.t.villegas@jpmorgan.com,,Salesforce
10834651,Inactive Investor,David Bultynck,,Cetera Advisors LLC Clinton Township MI 15985 Canal Rd,david.bultynck@ceteraadvisors.com,,Salesforce
11219551,,Mark Warden,,,mark.warden@wstam.com,,Other
11241432,,Shawn Collins,,,smcsdesign@gmail.com,9704039515,Web Form Fillout
6331373,,pop set,,,rijohan660@cnxcoin.com,,Web Form Fillout
11139408,Inactive Investor,Juan Cabanas-Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",juan.cabanas-ramirez@ml.com,,Salesforce
9563804,,aditya bansal,,,abansal80@bloomberg.net,,List import
10875711,Inactive Investor,Mary Dixon,Chief Compliance Officer;Executive Director,LOC Investment Advisers Jupiter FL 110 Front St,marycasey@lanhamodell.com,,Salesforce
10893652,Inactive Investor,Ryan Landry,,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",ryan.m.landry@nm.com,,Salesforce
9617275,,Ming Hong,,,hongyh@student.unimelb.edu.au,,List import
10901424,Inactive Investor,John Robinson,Financial Advisor,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",j.robinson@raymondjames.com,,Salesforce
10820276,Inactive Investor,Amber Montgomery-Oh,Chief Operating Officer;Financial Advisor;Investment Consultant;Regulatory Contact,"Focus Investment Advisors, Inc",amontgomery@focusinvestment.com,,Salesforce
10938664,Inactive Investor,Daniel Haines,Advisor;Chief Compliance Officer;Co-Founder;Managing Member,SummitView Advisors,,,Salesforce
10889939,Inactive Investor,Christopher Champ,,State Farm VP Management Corp. Fairfield OH 5409 Dixie Hwy,christopherchamp@statefarm.com,,Salesforce
10867710,Inactive Investor,John Hegler,Chief Compliance Officer;President,21st Century Equity Advisors Corporation Columbus OH 1029 Dublin Rd,,,Salesforce
9557689,,James Green,,,samir_wartwrig@gmail.com,,List import
10946302,Inactive Investor,Matthew Dado,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,matthew.dado@jpmorgan.com,,Salesforce
10489512,,Giordano Zuazo,"Associate, Senior Client Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",giordano.zuazo@ml.com,940-297-6960,List Import
9573155,,Dung Ginter,,,yumeginter2@gmail.com,,List import
10886448,Inactive Investor,Timothy Seivers,,LPL Financial LLC Vancouver WA 12009 NE 99th St,tim.seivers@lpl.com,,Salesforce
10834374,Inactive Investor,Randall Rubens,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sturgeon Bay WI 756 Jefferson St",randall.rubens@rbc.com,,Salesforce
11185695,Inactive Investor,Phillip Vick,,"Grove Point Investments, LLC Irving TX 4524 Byron Cir",pvick@hbeckinc.com,,Salesforce
11162079,Inactive Investor,Tanner Burningham,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",tanner.burningham@nm.com,,Salesforce
9564443,,Ryan Fry,,,ryan.fry@huntington.com,,List import
229283,, -,,[[Unknown]],ssmith1462@att.net,,Direct
11152097,Inactive Investor,Jennifer Zalapi,Financial Advisor,"Harbour Investments, Inc. Rockford IL 6735 Vistagreen Way",,,Salesforce
11082036,Inactive Investor,Mark Olson,Chief Compliance Officer;Owner;President,Olson Associates,,,Salesforce
10821448,Inactive Investor,Douglas Walter,,"Kestra Investment Services, LLC Galion OH 451 Harding Way W",,,Salesforce
9639621,,Jolanta Londene,,,jlondene@patersondiocese.org,,List import
10884219,Inactive Investor,Jesse Puckett,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,jesse.puckett@fmr.com,,Salesforce
11042412,Inactive Investor,Douglas Paul,,LPL Financial LLC Vero Beach FL Private Residence,douglas.paul@lpl.com,,Salesforce
10889429,Inactive Investor,Sara Stiles,Managing Partner,"Rise Consulting, LLC",sara.stiles@riseretirement.com,,Salesforce
10853943,Inactive Investor,Paul Carr,,Sigma Financial Corporation Boerne TX 429 Horizon Crst,pcarr@sigmarep.com,,Salesforce
11048760,Inactive Investor,Zachary Drescher,Member;Trading Manager,"Stewardship Advisors, LLC",zdrescher@mystewardshipadvisor.com,,Salesforce
11202358,Inactive Investor,Gregory George,,UBS Financial Services Inc. Seattle WA 925 4th Ave,gregory.george@ubs.com,,Salesforce
9606112,,Francis Garcia,,,francisgarcia@novoderm.ca,,List import
9540671,,Mary D'Souza,,,dsouza@sixiangholding.com,,List Import
185274,,Carolyn Ross,,[Unknown],carolynsross@gmail.com,,source
10979435,Inactive Investor,Enock Freire,Financial Advisor,"Ameriprise Financial Services, LLC Kailua Kona HI 75-170 Hualalai Rd",enock.freire@ampf.com,,Salesforce
11109873,Inactive Investor,Suzanne Magee Fleming,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",suzanne_magee-fleming@ml.com,,Salesforce
11016626,Inactive Investor,Sara Al-Marhoon,,Thrivent Investment Management Inc.,sara.rice@thrivent.com,,Salesforce
10967903,Inactive Investor,Nicholas Ciani,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nicholas_ciani@vanguard.com,,Salesforce
11207878,Inactive Investor,Brian Brailey,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,brian.brailey@morganstanley.com,,Salesforce
11010815,Inactive Investor,John Kozar,,LPL Financial LLC Canonsburg PA 1000 Noble Energy Dr,john.kozar@lpl.com,,Salesforce
11048188,Inactive Investor,Pamala White,,"Lion Street Financial, LLC Tampa FL 172 E Davis Blvd",pwhite@lionstreet.com,,Salesforce
10619387,,Michael O'Connor,,,mike@chicagopartnersllc.com,,List import
9570056,,Rushad Dordi,,,rushad@broadfincapital.com,,List import
9631241,,Robert Hockenhull,,,robhockencoins@gmail.com,,List import
11209181,Inactive Investor,Tessa Wong,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10945010,Inactive Investor,Ronald Wybranowski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10760954,Inactive Investor,Karen Scurria,Assistant Vice President;Wealth Management Associate,Morgan Stanley Baton Rouge LA 400 Convention St,denise.scurria@morganstanley.com,,Salesforce
10778277,Inactive Investor,Matthew Kelly,Institutional Consulting Analyst;Vice President,Morgan Stanley Charleston WV 500 Lee St E,matthew.o.kelly@morganstanley.com,,Salesforce
10953433,Inactive Investor,Andrew Justice,Investment Advisor Representative,"Trajan Wealth, L.L.C. Loveland CO 1635 Foxtrail Dr",,,Salesforce
11070245,Inactive Investor,John Swift,Chief Executive Officer;Co-Founder;Regulatory Contact,Benchmark Investment Advisors LLC,,,Salesforce
10980861,Inactive Investor,Connor Showalter,,"Heck Capital Advisors, LLC Minneapolis MN 1660 Hwy 100 S",cshowalter@heckcapital.com,,Salesforce
10850100,Inactive Investor,Jason Gray,Financial Consultant,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,,,Salesforce
11036584,Inactive Investor,Joshua Mason,,LPL Financial LLC Corona CA 391 N Main St,joshua.mason@lpl.com,,Salesforce
11088421,Inactive Investor,Dale Curry,,"FBL Marketing Services, LLC Jeffersonville IN 2004 Charlestown New Albany Rd",dale.curry@fbfs.com,,Salesforce
9609084,,Evan Sutorius,,,evansut7@gmail.com,,List import
9574224,,Sarah Vanderveer Lui,,,svanderveerlui@corriganfinancialinc.com,,List import
11021710,Inactive Investor,Michael Agol,,Cetera Advisors LLC League City TX 2450 S Shore Blvd,,,Salesforce
6259044,,Arica Avery,,,arica_08@yahoo.com,,Web Form Fillout
10862832,Inactive Investor,John Lynch,,Stonex Securities Inc. Fayetteville NC 200 Maiden Ln,john.lynch@saswealth.com,,Salesforce
229304,, -,,[[Unknown]],gumballhasswag1@gmail.com,,
11066695,Inactive Investor,Sarah Adams,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11022349,Inactive Investor,Brian Rooney,,Mutual of America Securities LLC Garden City NY 900 Stewart Ave,brian.rooney@mutualofamerica.com,,Salesforce
9579484,,Bud Boom,,,bud.boom@cambridgeresource.com,,List import
10750120,Inactive Investor,Joaquin Oliver,,"Osaic FS, Inc. San Juan 16 Calle Jose Marti",,,Salesforce
10936397,Inactive Investor,Stacy Bond,Owner;President,"Registered Investment Advisors, LLC",stacy.bond@registeredinvestmentadvisors.com,,Salesforce
11261327,Inactive Investor,Brad Hennebert,,"TCP Asset Management, LLC Westerville OH 259 N State St",,,Salesforce
162245,,charles culver,,[Unknown],charles.culver@gmail.com,,Advertising
11057144,Inactive Investor,Robert Williamson,Financial Advisor,"Ameriprise Financial Services, LLC Milledgeville GA 530 W Thomas St",artis.williamson@ampf.com,,Salesforce
10977597,Inactive Investor,Joshua Schiesler,,J.P. Morgan Securities LLC Novi MI 43100 Grand River Ave,joshua.c.schiesler@chase.com,,Salesforce
10896811,Inactive Investor,Jennifer Anton,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,jennifer.anton@fmr.com,,Salesforce
11041121,Inactive Investor,Theresa Leisses,,J.P. Morgan Securities LLC Fond Du Lac WI 8 S Main St,theresa.leisses@jpmorgan.com,,Salesforce
10773145,Inactive Investor,Brooks Cullen,Executive Director;Vice Chairman;Vice President,"Cullen Capital Management, LLC",brooks@cullenfunds.com,,Salesforce
10796898,Inactive Investor,Stephen DiCarlo,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Danvers MA 222 Rosewood Dr",,,Salesforce
10903475,Inactive Investor,Alfred Petross,Premier Banker,"Wells Fargo Clearing Services, LLC Englewood CO 501 W Hampden Ave",,,Salesforce
11205110,Inactive Investor,Neal Destafney,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11006401,Inactive Investor,Samuel Pacelli,,Park Avenue Securities LLC Chicago IL 20 S Clark St,,,Salesforce
11124587,Inactive Investor,Karen Wright,,"Cambridge Investment Research, Inc. Columbia MD 5807 Humblebee Rd",karen.wright@cambridgesecure.com,,Salesforce
5197374,,Wemerson Padua,,,wemersonpadua8@gmail.com,,Web Form Fillout
9636476,,Jesse Blom,Vice President,Lorintine Capital,jblom@www.lorintine.com,,List import
9556816,,Yehuda Leitner,,,yehuda_leitner@alfacom.hn,,List import
10940487,Inactive Investor,Nathan Mills,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11000531,Inactive Investor,Dimosthenis Tsakiris,,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,,,Salesforce
11069157,Inactive Investor,Collin Korte,,"Hantz Financial Services, Inc. Tecumseh MI 5200 Milwaukee Rd",collin.korte@hantzgroup.com,,Salesforce
1004376,Inactive Investor,Tyrone Ross,,Tyrone Ross,hello@tyroneross.io,,3rd Party Lead Gen
9599172,,Robert Tomasello,,,robert@guardinv.com,,List import
11177437,Inactive Investor,Miles Garwood,Financial Advisor,LPL Financial LLC Atkinson NE 47609 876th Rd,miles.garwood@lpl.com,,Salesforce
11106294,Inactive Investor,Alejandro Gualy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mesquite TX 1400 N Town East Blvd",,,Salesforce
10913990,Inactive Investor,Caley Chrismond,Financial Advisor,Edward Jones Belden MS 2885 McCullough Blvd,caley.chrismond@edwardjones.com,,Salesforce
11202895,Inactive Investor,Christopher Zeches,Chief Compliance Officer;Managing Partner,Zeches Wealth Management,czeches@zecheswealth.com,,Salesforce
237602,, -,,[[Unknown]],tdgitrade@gmail.com,,
10791339,Inactive Investor,Lorne Standifer,Compliance Officer;Manager,Hilltop Securities Inc.,lorne.standifer@hilltopsecurities.com,,Salesforce
11070427,Inactive Investor,Michael Eastham,Chief Compliance Officer;Founding Principal;Managing Member,Fellowship Financial Group,michael@fellowshipia.com,,Salesforce
10811464,Inactive Investor,Michael Matera,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,michael.matera@primerica.com,,Salesforce
10925490,Inactive Investor,Lisa Anderson,Financial Advisor,Edward Jones Lafayette CO 2770 Arapahoe Rd,lisa.anderson@edwardjones.com,,Salesforce
11123778,Inactive Investor,Steven Porte,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
9602390,,sangmin Lee,,,lsmal38@gmail.com,,List import
11003753,Inactive Investor,Rodrigo Garcia,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",,,Salesforce
143366,,GERALD SUMNER,,UNIVERSITY CONGLOMERATE HOLDINGS ENDOWMENT FUND,saofirm@gmail.com,3053309811,Organic Search
11022335,Inactive Investor,James Shaffer,,"Allstate Financial Services, LLC Oakhurst CA 49185 Road 426",jamesshaffer@allstate.com,,Salesforce
10871219,Inactive Investor,Stephen Dold,,"Cambridge Investment Research, Inc. Monticello IN 915 W Fisher St",,,Salesforce
10889478,Inactive Investor,Cristalle Vivona,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",cristalle.vivona@ml.com,,Salesforce
348896,,Ajay Kaisth,"Principal, CCO",Kai Advisors,ajay@kaiadvisors.com,609-514-1122,Manual List Upload
9589234,,Brian Dobbins,,,brian@dobbinsfinancial.com,,List import
10779841,Inactive Investor,Mary Bruce-Helson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beaumont TX 7675 Folsom Dr",robin_bruce@ml.com,,Salesforce
11234472,Inactive Investor,Traci Adams,,TD Private Client Wealth LLC Greenville SC 200 Carolina Ave,traci.adams@td.com,,Salesforce
10819909,Inactive Investor,Lance Martin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,lance.martin@ubs.com,,Salesforce
10810536,Inactive Investor,Layne Davis,,PFS Investments Inc. Moreno Valley CA 24099 Postal Ave,layne.davis@primerica.com,,Salesforce
11102840,Inactive Investor,Bradley Borgen,Financial Advisor,Edward Jones Greenville WI W7003 Parkview Dr,bradley.borgen@edwardjones.com,,Salesforce
10893015,Inactive Investor,Steven Casull,Chief Executive Officer;Founder;President,"Casull Financial Advisory, LLC",scasull@casullfinancialadvisory.com,,Salesforce
10795985,Inactive Investor,Katherine Landing,Financial Planner;Senior Vice President - Investments,"Raymond James & Associates, Inc. Mount Pleasant SC 28 Bridgeside Blvd",kathy.landing@raymondjames.com,,Salesforce
11157931,Inactive Investor,Nicholaus Domachowski,Financial Planning Analyst,"Allegheny Investments, Ltd.",ndomachowski@alleghenyfinancial.com,,Salesforce
11232640,Inactive Investor,Choong Kim,,Cetera Advisor Networks LLC West Covina CA 1000 Lakes Dr,,,Salesforce
108941,,James Schooler,,Woodbury Financial,cschooler@woodburyfinancial.net,,
344276,,Joseph Lee,Professional Engineer,Engineering Consultation,jwlee242@optonline.net,,
10827909,Inactive Investor,Steven Segura,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Tallahassee FL 101 N Monroe St",steven.segura@tiaa.org,,Salesforce
10990968,Inactive Investor,Markus Henain,,"Farmers Financial Solutions, LLC Northfield NJ 1805 New Rd",mhenain@farmersagent.com,,Salesforce
11059707,Inactive Investor,James Caruso,Financial Advisor,LPL Financial LLC Denver CO 501 S Cherry St,james.caruso@lpl.com,,Salesforce
11174537,Inactive Investor,Byron Hau,,"FBL Marketing Services, LLC Yukon OK 800 S Mustang Rd",,,Salesforce
11181463,Inactive Investor,Zachariah Robinson,,NYLIFE Securities LLC Mountlake Terrace WA 21407 44th Ave W,zrobinson01@ft.newyorklife.com,,Salesforce
11051476,Inactive Investor,Ernest Holguin,Financial Advisor;Managing Partner,"Wells Fargo Advisors Financial Network, LLC Chico CA 1074 East Ave",ernest.holguin@wfafinet.com,,Salesforce
10966459,Inactive Investor,Timothy Janz,,"First Command Brokerage Services, Inc. New Baltimore MI 45437 Marketplace Blvd",,,Salesforce
538,,,,,isabel244@sina.com,,
9628185,,Chen Xu,,,chen.xu@jackson.com,,List import
10809147,Inactive Investor,Raymond Bolleia,,LPL Financial LLC Twnsp Of Washington NJ Private Residence,ray.bolleia@lpl.com,,Salesforce
345730,,Darren Anderson,,Sjhl Financial Group,danderson@sjhl.com,620-241-1826,Manual List Upload
11196300,Inactive Investor,Walter Fiscus,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,mike.fiscus.b8f2@statefarm.com,,Salesforce
10788592,Inactive Investor,Steven Fisher,,"MML Investors Services, LLC New Orleans LA Private Residence",srfisher@financialguide.com,,Salesforce
8205671,,scott s,,,scs28scs@msn.com,,Web form fillout
10821561,Inactive Investor,Peter Janik,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10505909,,Albert Gaudet,Independent trader,Independent,altrades@aol.com,850-497-8008,List import
9596966,,Václav Ehrlich,,,vaclav.ehrlich@gmail.com,,List import
10811270,Inactive Investor,Joseph Offerman,First Vice President - Wealth Management,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",joe.offerman@raymondjames.com,,Salesforce
10776387,Inactive Investor,Nicholas Bormann,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",nicholas.r.bormann@wellsfargo.com,,Salesforce
11237229,Inactive Investor,Christopher Brown,Chief Compliance Officer;Chief Financial Officer,"East End Advisors, LLC",cbrown@eastendadvisors.com,,Salesforce
60009,,Charlotte Leonard,,Fidelity Personal and Workplace Advisors,charlotte.leonard@fmr.com,,
11135796,Inactive Investor,Valerie Braun,Financial Advisor,Edward Jones Tillamook OR 800 Main Ave,val.braun@edwardjones.com,,Salesforce
11065179,Inactive Investor,Debra Herndon,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
10895228,Inactive Investor,Ty Bauer,,"Alexander Capital, L.P.",tbauer@alexandercapitallp.com,,Salesforce
10787332,Inactive Investor,Rita Pirrelloepperson,,UBS Financial Services Inc. Barrington IL 303 E Main St,rita.pirrelloepperson@ubs.com,,Salesforce
11024824,Inactive Investor,Grant Hall,Financial Advisor,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",,,Salesforce
9566369,,Ross Dunwoody,,,rossdunwoody@gmail.com,,List import
11072871,Inactive Investor,Patrick Behm,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",patrick.m.behm@ml.com,,Salesforce
9598735,,Douglas Gilbert,,,dgilbert@merceradvisors.com,,List import
9628322,,Lisa Long-Margolis,,,lisa.long-margolis@ubs.com,,List import
11045385,Inactive Investor,Dylan Levey,,"Avantax Investment Services, Inc. Birmingham AL 1957 Hoover Ct",,,Salesforce
10758944,Inactive Investor,Patricia Wagner,,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,patricia.wagner@ubs.com,,Salesforce
11165791,Inactive Investor,Ping Li,,"Transamerica Financial Advisors, Inc Elmhurst NY 9002 Queens Blvd",ping.li@tfaconnect.com,,Salesforce
11089918,Inactive Investor,Robert Warmkessel,Chief Compliance Officer;Investment Advisor;Principal,"Grange Capital, LLC",rwarmkessel@grangecapital.com,,Salesforce
11138016,Inactive Investor,Shanelle Sua,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",shanelle.sua@nm.com,,Salesforce
11071082,Inactive Investor,Michael Pinkley,Principal;Registered Principal;Wealth Advisor,LPL Financial LLC Houston TX 14550 Torrey Chase Blvd,michael.pinkley@lpl.com,,Salesforce
11064542,Inactive Investor,Morgan Maceldowney,,"Raymond James & Associates, Inc. Franklin TN 517 Church St",morgan.maceldowney@raymondjames.com,,Salesforce
9545911,,Jeffrey Stanga,,,jstanga@fmncc.com,,List import
10996534,Inactive Investor,Jeremy Vaught,,"First Advisors National, LLC Apache Junction AZ Private Residence",,,Salesforce
10759079,Inactive Investor,Cynthia Morse,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",cynthia_morse@ml.com,,Salesforce
9565688,,Carl Demeree,,,cdemeree@gmail.com,,List import
9558334,,frederick shin,,,skylightskylines@gmail.com,,List import
10809406,Inactive Investor,Lydia Hinzer,Senior Registered Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,lydia.hinzer@morganstanley.com,,Salesforce
10678498,Active Investor,Marc Powers,,Pacific Premier Trust Co FBO Marc Powers ROTH IRA,,646-387-4446,Salesforce
10956118,Inactive Investor,Meredith Murphy,Chief Compliance Officer;Chief Executive Officer;Principal Advisor,Financial Well-Being Advisors LLC,,,Salesforce
10795125,Inactive Investor,Mark Loder,,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",mark.loder@wellsfargoadvisors.com,,Salesforce
11180332,Inactive Investor,Jose Garza,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",jrene_garza@ml.com,,Salesforce
9541849,,David Connelly,,,dconnelly@symmetrypartners.com,,List import
89051,,Scott Hayward,Member; Board Member; Chief Executive Officer,Grantham Mayo Van Otterloo & Co Llc,scott.hayward@gmo.com,617-330-7500,Manual List Upload
10903744,Inactive Investor,Jonathan Wolfe,Financial Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,jonathan.wolfe@morganstanley.com,,Salesforce
10855221,Inactive Investor,Jackie Black,,"Ameriprise Financial Services, LLC Richardson TX 3600 Shire Blvd",jackie.black@ampf.com,,Salesforce
11173199,Inactive Investor,Keith Winter,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Ponte Vedra FL 220 Nocatee Village Dr",keith.a.winter@ampf.com,,Salesforce
10827278,Inactive Investor,Lori Lambert,Investment Advisor Representative,LPL Financial LLC Nashua NH 34 Broad St,lori.lambert@lpl.com,,Salesforce
10913997,Inactive Investor,Cathie Arthurs,Member;Partner;Senior Financial Advisor,"Wayfinding Financial, LLC",,,Salesforce
9620185,,Gregory Thomas,,,yrog@msn.com,,List import
11074467,Inactive Investor,Thomas Beasley,Analyst;Investment Consultant,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",thomas.beasley@schwab.com,,Salesforce
10615202,,Fung Chin,"Financial Advisor, Senior Vice President - Wealth Management",,wing.chin@morganstanley.com,,List Import
10814415,Inactive Investor,Vance Stay,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,vance.stay@primerica.com,,Salesforce
334155,,Christine Jemison,Co-President & Treasurer,"Paragon Advisors, Inc.",cjemison@paragonadvisors.net,216-491-3990,Manual List Upload
11065591,Inactive Investor,Mengda Zhao,,Cetera Investment Services LLC Millbrae CA 1095 El Camino Real,,,Salesforce
11204595,Inactive Investor,Tate Chalmers,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",tate.chalmers@nm.com,,Salesforce
11156621,Inactive Investor,Jeffery Dakin,Financial Advisor,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",jeff.a.dakin@raymondjames.com,,Salesforce
10929881,Inactive Investor,Jeffrey Raser,,LPL Financial LLC Smyrna DE 600 Jimmy Dr,jeffrey.raser@lpl.com,,Salesforce
351012,,Donald Vaughan,"Chairman, Investment Policy Committee","B & L Asset Management, Llc",dvaughan@blasset.com,412-642-6666,Manual List Upload
10928877,Inactive Investor,Jay Kramer,,"Madison Avenue Securities, LLC Boca Raton FL 1515 N Federal Hwy",,,Salesforce
10806285,Inactive Investor,William Maurer,Director,Citigroup Global Markets Inc. Rye NY Private Residence,william.e.maurer@citigroup.com,,Salesforce
10810304,Inactive Investor,Darby Duncan,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",darby.duncan@ml.com,,Salesforce
10919470,Inactive Investor,Regina Stradford,,"Transamerica Financial Advisors, Inc Virginia Beach VA 293 Independence Blvd",regina.stradford@transamerica.com,,Salesforce
10922659,Inactive Investor,Sebastijan Skoko,,Goldman Sachs & Co.,,,Salesforce
11057439,Inactive Investor,James Chao,,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,james.c.chao@jpmorgan.com,,Salesforce
164,,,,,rob.rivers@263.250ok.info,,
9616596,,Simantha Ferreira,,,sammyfer89@gmail.com,,List import
11077735,Inactive Investor,Thomas Coughlan,Investment Associate,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,thomas.coughlan@jpmorgan.com,,Salesforce
9640603,,Alfredo Guerra,,,atguerra@aol.com,,List import
352960,,Victor Samuel,CEO,Adelphi stock brokers Inc,victor@adelphistockbrokers.com,,Event
349835,,Kerry Lee,"Managing Member, CCO","Altamira Financial Group, Llc",kerry.lee@lpl.com,505-477-3334,Manual List Upload
11234161,Inactive Investor,Andreas Maerki,,BBVA Securities Inc.,,,Salesforce
10768567,Inactive Investor,Kelly McNeese-Hensley,Financial Advisor,Edward Jones Beeville TX 1209 N Washington St,kelly.mcneese@edwardjones.com,,Salesforce
10954825,Inactive Investor,Angelo Kotsironis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10827318,Inactive Investor,Troy Sebeck,Financial Advisor;Vice President,Morgan Stanley Binghamton NY 50 Front St,troy.sebeck@morganstanley.com,,Salesforce
9553235,,Justin Lauzon,,,jdiggler@gmail.com,,List import
9617092,,Esmail-Yakas Alexi,,,a.e-yakas@hotmail.com,,List import
10998423,Inactive Investor,Edwin Pinigis,,"Truist Investment Services, Inc. Bowdon GA 207 W College St",epinigis@truist.com,,Salesforce
243146,,Kurt Schroeder,Alliance Financial Resources,?Alliance Financial Resources,kschroeder@afr-llc.com,,Manual List Upload
11219402,,Joseph Deneault,,,joe.deneault@rbc.com,,Other
10919435,Inactive Investor,Paul Felix,Senior Managing Director,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",pfelix@financialguide.com,,Salesforce
11181161,Inactive Investor,Jeffrey Smith,Financial Advisor,Edward Jones Madison IN 1551 Clifty Dr,jeff.m.smith@edwardjones.com,,Salesforce
10890549,Inactive Investor,Liliana Nunez,Financial Advisor,"Wells Fargo Clearing Services, LLC El Paso TX 6960 N Mesa St",liliana.nunez@wellsfargo.com,,Salesforce
339531,,Kevin Fitzgerald,Principal,"Parkergale, Llc",kevin@parkergale.com,312-698-6300,Manual List Upload
10918323,Inactive Investor,Zachary Mattson,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,,,Salesforce
339337,,Janna Hamilton,Partner,Garcia Hamilton & Associates Lp,janna@garciahamiltonassociates.com,713-853-2322,Manual List Upload
11207291,Inactive Investor,Toni Dow,,"Raymond James Financial Services, Inc. Corvallis OR 2332 NW Professional Dr",toni.dow@raymondjames.com,,Salesforce
10805335,Inactive Investor,James Grace,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,james.grace@fidelity.com,,Salesforce
11046538,Inactive Investor,Patrick Brierton,,BWM LLC,,,Salesforce
11082497,Inactive Investor,Charles Castro,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
10999182,Inactive Investor,Annisa Hovey,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11206890,Inactive Investor,Jeffery Ohlrich,Financial Advisor,LPL Financial LLC Jacksonville FL 76 S Laura St,jeff.ohlrich@lpl.com,,Salesforce
11095501,Inactive Investor,Gregg Feinberg,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",gregg.feinberg@equitable.com,,Salesforce
11028356,Inactive Investor,Gabriel Pinacho,,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,gabriel.pinacho@jpmorgan.com,,Salesforce
10823736,Inactive Investor,Kathleen Favorite,Regional Vice President,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,kathleen.favorite@primerica.com,,Salesforce
11091068,Inactive Investor,Jimmie Ray,,"Centaurus Financial, Inc. San Dimas CA Private Residence",,,Salesforce
11238667,Inactive Investor,Joe Esposito,,Pembrook Capital Management LLC,jesposito@pembrookgroup.com,,Salesforce
10974481,Inactive Investor,Jeffrey Thorn,,Mutual of America Securities LLC Irving TX 222 Las Colinas Blvd W,jeffrey.thorn@mutualofamerica.com,,Salesforce
9621623,,David Williams,,,david.a.williams@ampf.com,,List import
10849875,Inactive Investor,Albert Black,Chief Compliance Officer;President;Principal;Wealth Manager,Dogwood Capital Management,toddblack@dogwoodcapital.com,,Salesforce
10838895,Inactive Investor,Michael Leverty,Chief Executive Officer;Managing Member;Regulatory Contact,"Leverty Financial Group, LLC",mleverty@levertyfinancial.com,,Salesforce
11014522,Inactive Investor,John Chapman,,"Bankers Life Securities, Inc. Lafayette IN 3595 Sagamore Pkwy N",john.chapman@bankerslife.com,,Salesforce
10800541,Inactive Investor,Stephen Lorentz,Vice President - Investments,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",stephenlorentz@synovus.com,,Salesforce
10925474,Inactive Investor,Ronald Bellamy,,"Wells Fargo Clearing Services, LLC Charlotte NC 839 Providence Rd",,,Salesforce
85381,,Daniel Fritzler,,Thrivent Investment Management Inc.,daniel.fritzler@thrivent.com,702-407-5550,
9625723,,David Scheckter,,,dscheckter@hotmail.com,,List import
88594,,Michael Green,CEO And Managing Director,"Tenex Capital Management, L.p.",mgreen@tenexcm.com,212-457-1138,Manual List Upload
10807830,Inactive Investor,Joseph Foy,Financial Advisor,"Ameriprise Financial Services, LLC Grosse Pointe MI 726 Notre Dame St",joseph.foy@ampf.com,,Salesforce
11120584,Inactive Investor,David Stecker,Wealth Manager,J.P. Morgan Securities LLC Boca Raton FL 5100 Town Center Cir,david.stecker@jpmorgan.com,,Salesforce
9644095,,Bill Eastin,,,billpattieastin@gmail.com,,List import
10462226,,George Cadet,,,taxman.gaiter0z@icloud.com,,Web Form Fillout
10834983,Inactive Investor,Eduardo Coloma,Branch Manager;Managing Director,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",ed.coloma@stifel.com,,Salesforce
10942861,Inactive Investor,Gwen Bradley,,"Wells Fargo Clearing Services, LLC Alexandria MN 304 Maple St",,,Salesforce
9576537,,James Lammers,,,james.lammers@securitiesamerica.com,,List import
9549955,,John Roche,,,john1441plus3@yahoo.com,,List import
9554393,,Clarence Yee,,,cyee@americaninvestorsco.com,,List import
11113143,Inactive Investor,Cole Lewis,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
332959,,Hans Krippaehne,,Fulcrum Capital LLC,hans@fulcrumcapllc.com,,
10781605,Inactive Investor,Daniel Nolan,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",daniel_nolan@ml.com,,Salesforce
78691,,Donald Robbins,,"MML Investors Services, LLC",donaldrobbins@financialguide.com,980-237-3334,
9559762,,Troy Boyle,,,troy.boyle@voyafa.com,,List import
10767248,Inactive Investor,Douglas Bennet,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,douglas.bennet@ubs.com,,Salesforce
217385,,Justin Kaufman,Associate,Ropes & Gray LLP,justin.kaufman@ropesgray.com,,Content
10961487,Inactive Investor,Kimely Pitre,,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",kimely.pitre@valic.com,,Salesforce
10977078,Inactive Investor,Samuel Osborne,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,sosborne@moneyconcepts.com,,Salesforce
10926478,Inactive Investor,Riley Houck,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9578090,,Derek Gerow,,,derekgerow@outlook.com,,List import
11232208,Inactive Investor,John Campbell,Senior Vice President - Wealth Management,UBS Financial Services Inc.,,,Salesforce
191494,,Amy Montalbano,,[Unknown],amylmontalbano@gmail.com,,
10959344,Inactive Investor,Eric Jackson,,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,eric.jackson@primerica.com,,Salesforce
9618600,,John Scola,,,jscola@dafnacapital.com,,List import
9627318,,Maxim Tarna,,,maximtarna1@gmail.com,,List import
4845153,,Louis Pace,,,louis.pace@paceyourselfpartners.com,8478158719,Web Form Fillout
10797548,Inactive Investor,Morgan Hees,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,morgan.hees@ubs.com,,Salesforce
10782837,Inactive Investor,Larry Medley,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",larry.medley@wellsfargo.com,,Salesforce
10855730,Inactive Investor,Michael Deutcher,,The O.N. Equity Sales Company Greeley CO Private Residence,,,Salesforce
11226775,,Nicholas Cooke,,Maven Capital,ncooke@mavencapital.com.au,,Web Form Fillout
11079257,Inactive Investor,Marc Oliver,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Porter Ranch CA 19789 Rinaldi St",marc.j.oliver@ml.com,,Salesforce
9617833,,Travis Goldammer,,,tgoldammer@carlsoncapital.com,,List import
11164107,Inactive Investor,Cynthia Doussard,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Burlington WA 684 S Burlington Blvd,cdoussard@commonwealth.com,,Salesforce
10924888,Inactive Investor,Clark Harris,,Aurora Securities,,,Salesforce
10957782,Inactive Investor,Angela Giessner,,"Farmers Financial Solutions, LLC Grand Prairie TX 2509 S Carrier Pkwy",agiessner@farmersagent.com,,Salesforce
11021226,Inactive Investor,Sara Homsi,Senior Manager,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",sara.homsi@equitable.com,,Salesforce
10910078,Inactive Investor,Steven Miodonski,Financial Advisor,LPL Financial LLC Auburn Hills MI 2701 Cambridge Ct,steven.miodonski@lpl.com,,Salesforce
9544840,,James Brazil,,,jbrazil@jmfcapstone.com,,List import
347451,,Thomas Bowler,Human Capital Partner,Blue Sea Capital Llc,tbowler@blueseacapital.com,561-655-8400,Manual List Upload
10914287,Inactive Investor,Adrianna Hadloc,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,adrianna_hadloc@vanguard.com,,Salesforce
10349103,,Jonathan Herrera,,,jonathanhm2023@gmail.com,,Web Form Fillout
10930955,Inactive Investor,James Koch,Chief Compliance Officer;Financial Advisor;President,Koch Capital Management LLC,jim@kochcapital.com,,Salesforce
334362,,Joshua Fremit,,Mercer Global Advisors Inc.,jfremit@merceradvisors.com,,
10759754,Inactive Investor,Justin Odell,Financial Advisor,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",justin.odell@wellsfargoadvisors.com,,Salesforce
10606716,,Matthew Gatto,"Private Wealth Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",matthew.gatto@ml.com,212-418-2854,List Import
10860679,Inactive Investor,Kevin Renz,Financial Consultant;Investment Officer,"First Citizens Investor Services, Inc. Arden NC 2106 Hendersonville Rd",kevin.renz@firstcitizens.com,,Salesforce
9634804,,Andrew Hanlon,,,ahanlon@hanlon.com,,List import
11208469,Inactive Investor,Angie Simmons,,"Wells Fargo Advisors Financial Network, LLC Grand Forks ND 4303 S Columbia Rd",angie.simmons@wfafinet.com,,Salesforce
10826622,Inactive Investor,Daniel Holl,,"Raymond James Financial Services, Inc. Green Bay WI 2945 Shawano Ave",dan.holl@raymondjames.com,,Salesforce
10975068,Inactive Investor,Jennifer Beaulieu,,"Truist Investment Services, Inc. Charlotte NC 5369 Ballantyne Commons Pkwy",jennifer.beaulieu@truist.com,,Salesforce
10936547,Inactive Investor,Nicolas Delyon,Owner,LPL Financial LLC Rocklin CA 6801 5 Star Blvd,nic.delyon@lpl.com,,Salesforce
10952102,Inactive Investor,Vincent Do,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,vincent.do.uq8g@statefarm.com,,Salesforce
11159835,Inactive Investor,Michael Salam,Portfolio Manager;Senior Vice President,Atala Financial Inc Newport Beach CA Private Residence,michael@atalafinancial.com,,Salesforce
10808180,Inactive Investor,Melissa Churchwell,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 100 Corridor Rd",melissa.churchwell@raymondjames.com,,Salesforce
10882320,Inactive Investor,Emily Davis,,"Samuel A. Ramirez & Company, Inc. Boston MA 100 Cambridge St",emily.davis@ramirezco.com,,Salesforce
11166448,Inactive Investor,Willis Cooley,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",willis.cooley@nm.com,,Salesforce
24049,,Frederick Darling,,[[Unknown]],elizleedarling@aol.com,,Database Upload
10984049,Inactive Investor,Grant Rodriguez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",grant.rodriguez@ml.com,,Salesforce
10998070,Inactive Investor,David De Sorbo,,J.P. Morgan Securities LLC Garner NC 52 Eagle Wing Way,david.desorbo@chase.com,,Salesforce
10911270,Inactive Investor,Andrew Smith,,"Avantax Investment Services, Inc. Gadsden AL 414 S 4th St",,,Salesforce
11036037,Inactive Investor,Bennie Carmona,,"Empower Financial Services, Inc",bennie.carmona@empower.com,,Salesforce
11029436,Inactive Investor,Danny Woodall,Financial Advisor,LPL Financial LLC Mabelvale AR Private Residence,danny.woodall@lpl.com,,Salesforce
10955634,Inactive Investor,Miles Fleming,,LPL Financial LLC San Diego CA 9635 Granite Ridge Dr,miles.fleming@lpl.com,,Salesforce
10849286,Inactive Investor,Richard Hartke,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",richard.hartke@prudential.com,,Salesforce
10953575,Inactive Investor,Donavon Hauser,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",donavon.hauser@empower.com,,Salesforce
11125667,Inactive Investor,Edgar Wright,,Stonex Securities Inc. Matteson IL 4747 Lincoln Mall Dr,edgar.wright@saswealth.com,,Salesforce
11257469,,Victor Cubias,,,victormcubias@gmail.com,,Web Form Fillout
11013368,Inactive Investor,Ana Bautista,,J.P. Morgan Securities LLC Winter Haven FL 6105 Cypress Gardens Blvd,ana.bautista@chase.com,,Salesforce
10816320,Inactive Investor,Walter Hood,Vice President,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",walter.hood@raymondjames.com,,Salesforce
10949399,Inactive Investor,Sanjana Kondapalli,,Citigroup Global Markets Inc.,,,Salesforce
9631275,,Purdue University-Northwest,,,dsocko@pnw.edu,,List import
10859152,Inactive Investor,Ryan Lurie,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Phoenix AZ 2398 E Camelback Rd",ryan.lurie@ampf.com,,Salesforce
10957675,Inactive Investor,Theodore Velasquez,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fort Collins CO 145 N College Ave",tj.velasquez@tiaa.org,,Salesforce
10838008,Inactive Investor,Matthew Belden,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Laguna Beach CA 265 Ocean Ave",matthew.belden@wellsfargoadvisors.com,,Salesforce
11124552,Inactive Investor,John Curry,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jcurry@ft.newyorklife.com,,Salesforce
11137598,Inactive Investor,Daniel Parker,Complex Manager;Managing Director,"Raymond James & Associates, Inc. Charleston SC 360 Concord St",dan.parker@raymondjames.com,,Salesforce
11083312,Inactive Investor,Kristi Andersen,,"Osaic Wealth, Inc. Minneapolis MN 4425 Hwy 169 N",,,Salesforce
11104302,Inactive Investor,Jonathan Falk,Chief Compliance Officer;President,"M. D. Falk & Company, Inc.",,,Salesforce
10776654,Inactive Investor,Matthew Trontel,Senior Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,mtrontel@rwbaird.com,,Salesforce
10828915,Inactive Investor,Stephen Colavito,,"Osaic Wealth, Inc. Ludowici GA Private Residence",,,Salesforce
10880470,Inactive Investor,Caitlin Roos,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",caitlin.roos@bofa.com,,Salesforce
10876698,Inactive Investor,Blas Rementeria-Lee,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,blas.rementeria-lee@ubs.com,,Salesforce
10965524,Inactive Investor,Jack Pliner,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",jack.pliner@ampf.com,,Salesforce
11146547,Inactive Investor,Julie Lobaza,Vice President;Wealth Manager,"Rochester Wealth Strategies, LLC",julie@rochesterwealthstrategies.com,,Salesforce
9546460,,Adam Murphy,,,adamm285@gmail.com,,List import
10657006,,Jake Floro,,,jake.floro@fmr.com,,List Import
11051047,Inactive Investor,Daniel Turner,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal Advisor,"Akamai Wealth Management, LLC",danturner@akamaiwealthmanagement.com,,Salesforce
10347702,,Pat Ruffa,,,pasqualino.ruffa@breakawaywealth.com,,Web form fillout
6466449,,Samson Amosu,,,samsonamosu@yahoo.com,,Web Form Fillout
9619761,,Joe Rogan,,,kfurtado@gmail.com,,List import
9577207,,jeremy dahan,,,jdadahan@gmail.com,,List import
10617047,,Kasey Reed,,,kaseyreed@afpadvisor.com,,List Import
11001717,Inactive Investor,Alex Brumback,Investment Services Associate,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",alex_brumback@navyfederal.org,,Salesforce
9645145,,LU JING,,,76453565@qq.com,,List import
10838760,Inactive Investor,James Cahill,,"The Leaders Group, Inc.",,,Salesforce
10822982,Inactive Investor,Jason Zoch,,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 115 W Washington St",jason.zoch@wellsfargoadvisors.com,,Salesforce
10937179,Inactive Investor,Julio Lopez-Castillo,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",julio.lopezcastillo@tfaconnect.com,,Salesforce
11110294,Inactive Investor,Michael Sheehan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",michael.c.sheehan@ml.com,,Salesforce
5077773,,Daniel Turner,,,blackbear130@gmail.com,,Web Form Fillout
11204754,Inactive Investor,Justin Boyer,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,justin.boyer@ubs.com,,Salesforce
10837325,Inactive Investor,Glover Kebe,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,glover.kebe@fidelity.com,,Salesforce
11071236,Inactive Investor,Patrick Maria,,Key Investment Services LLC Cleveland OH 3110 W 117th St,patrick_santa_maria@keybank.com,,Salesforce
9560893,,Edwin Valencia,,,evalencia@growfinancial.co,,List import
10880421,Inactive Investor,Zahid Iqbal,,J.P. Morgan Securities LLC Islandia NY 1455 Veterans Memorial Hwy,zahid.iqbal@jpmorgan.com,,Salesforce
10792813,Inactive Investor,Anjuli Finch,,Lazard Asset Management Securities LLC,anjuli.finch@lazard.com,,Salesforce
11096850,Inactive Investor,Douglas Sandahl,Vice President,Robert W. Baird & Co. Incorporated Hopkins MN 601 Carlson Pkwy,dsandahl@rwbaird.com,,Salesforce
11197408,Inactive Investor,Anna Rodriguez,,"Farmers Financial Solutions, LLC Longview TX 2705 Gilmer Rd",arodriguez2@farmersagent.com,,Salesforce
11147437,Inactive Investor,Jeannie Somsen,,"Empower Financial Services, Inc Spokane WA 713 E Huron Dr",jeannie.somsen@empower.com,,Salesforce
11145143,Inactive Investor,Eric Goldsmith,Financial Professional,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10950649,Inactive Investor,Arnell Land,,Integrated Advisors Network LLC Bakersfield CA 5401 Business Park S,arnell.land@integratedadvisorsnetwork.com,,Salesforce
10867832,Inactive Investor,Elizabeth Stieneke,,"Raymond James Financial Services, Inc. Omaha NE 14010 Fnb Pkwy",elizabeth.stieneke@raymondjames.com,,Salesforce
10898845,Inactive Investor,Kyle Shuck,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",kyle.shuck@nm.com,,Salesforce
11235470,Inactive Investor,Alex Zubak,,"Sikorski Wealth Management, LLC Poway CA Private Residence",,,Salesforce
10926132,Inactive Investor,Patrick Malone,Financial Advisor,Edward Jones Paducah KY 4975 Alben Barkley Dr,judd.malone@edwardjones.com,,Salesforce
9620541,,Richard Killian,,,richardmkillian@gmail.com,,List import
11027795,Inactive Investor,Emily Acquavita,,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",emily.acquavita@nm.com,,Salesforce
10792764,Inactive Investor,Leslie Degroot,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10829149,Inactive Investor,Philip Jordan,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,philip.jordan@ubs.com,,Salesforce
11064164,Inactive Investor,Jac Bentley,Owner,"Bentley Wealth Management, LLC Marblehead MA 114 Washington St",jbentley@bentley-financial.com,,Salesforce
11073693,Inactive Investor,Graham Chevry,Financial Advisor;Portfolio Manager;Senior Vice President;Senior Vice President - Wealth Management,Morgan Stanley Boston MA 28 State St,graham.chevry@morganstanley.com,,Salesforce
10913214,Inactive Investor,Matthew Genovese,Associate,Morgan Stanley,matthew.genovese@morganstanley.com,,Salesforce
9607166,,Sarah D,,,sarahcvdunlap@hotmail.com,,List import
11125337,Inactive Investor,Robert Marcickiewicz,Wealth Management Advisor,"World Investments, Inc.",rmarcickiewicz@tfsweb.com,,Salesforce
11255270,Inactive Investor,Mary Brennan,Associate Advisor,"Stone Steps Financial, LLC",mary@stonestepsfinancial.com,,Salesforce
215144,,Bramhananda Marathe,,[Unknown],bmarathe@hotmail.com,,Paid Social
10771246,Inactive Investor,Joanne Santoriello,Chief Compliance Officer;Vice President,Pasco Investment Advisors Inc,,,Salesforce
10935417,Inactive Investor,Anthony Tyree,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,anthony.tyree@fmr.com,,Salesforce
10897211,Inactive Investor,Arthur Canfield,Financial Advisor;Member;Regulatory Contact;Senior Partner,"Centennial Wealth Advisory, LLC",,,Salesforce
10886208,Inactive Investor,Juan Remacha,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",juan.remacha@schwab.com,,Salesforce
10688986,,Joseph Colell,,,jpc@strategic-assets.com,,Web Form Fillout
348221,,Timothy Altree,"Manager, Managing Director, Institutional Sales","Frost Investment Advisors, Llc",taltree@frostbank.com,210-220-5070,Manual List Upload
11107854,Inactive Investor,David Duffy,,Citigroup Global Markets Inc.,david.duffy@citigroup.com,,Salesforce
11146098,Inactive Investor,Jennifer Moran,Financial Advisor,"Grimes & Company, Inc.",jmoran@grimesco.com,,Salesforce
10897699,Inactive Investor,Trevor Sharp,Customer Service Associate,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10937686,Inactive Investor,Rushea Bartley,,Goldman Sachs & Co.,,,Salesforce
9546199,,Damon Francis,,,damon.francis@uboc.com,,List import
10873636,Inactive Investor,Chaundra Stokes,,"First Command Brokerage Services, Inc.",cascott@firstcommand.com,,Salesforce
10975118,Inactive Investor,Matthew Mayer,,"The Strategic Financial Alliance, Inc. Marion IA Private Residence",mmayer@thesfa.net,,Salesforce
11105501,Inactive Investor,John Agnew,Chief Compliance Officer;Managing Member;Owner,"The Wealth Collective, LLC",john@thewealthcollective.capital,,Salesforce
9622606,,jason ferrari,,,ferrari.jk@gmail.com,,List import
11090445,Inactive Investor,Leslie Sprockett,,Stonex Securities Inc. Elgin SC Private Residence,leslie.sprockett@saswealth.com,,Salesforce
9593499,,Bruce Koepfgen,,,bruce.koepfgen@janus.com,,List import
10904469,Inactive Investor,David McKenzie,,NYLIFE Securities LLC Shreveport LA Private Residence,dmckenzie@ft.newyorklife.com,,Salesforce
11161837,Inactive Investor,Barry Ford,Relationship Manager;Vice President,TD Private Client Wealth LLC Philadelphia PA 2005 Market St,barry.ford@td.com,,Salesforce
10893036,Inactive Investor,Todd Baird,Financial Advisor,Financial Advocates Investment Management Tigard OR Private Residence,tbaird@financialadvocates.com,,Salesforce
11085895,Inactive Investor,Adnan Khan,Vice President,"Wells Fargo Clearing Services, LLC North Brunswick NJ 396 Renaissance Blvd",adnan.khan2@wellsfargo.com,,Salesforce
10846216,Inactive Investor,Elizabeth Iloegbunam,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,elizabeth.iloegbunam@fidelity.com,,Salesforce
9624215,,Arkadiusz Fra,,,gianluca.beltracchi@staksa.com,,List import
10893878,Inactive Investor,Samantha Adams,,Fidelity Brokerage Services LLC New York NY 165 Broadway,samantha.adams@fmr.com,,Salesforce
10894221,Inactive Investor,Tony Ancelj,Chief Compliance Officer;Deputy General Counsel;Head - Legal,SigFig Wealth Management LLC,tony.ancelj@sigfig.com,,Salesforce
11153492,Inactive Investor,Shanari Williams,Private Client Wealth Advisor,"Citizens Securities, Inc. Southfield MI 27777 Franklin Rd",shanari.williams@citizensbank.com,,Salesforce
10780971,Inactive Investor,Renee Bruggeman,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",renee_bruggeman@ml.com,,Salesforce
10896618,Inactive Investor,Sukhjinder Thind,Client Relationship Manager;Licensed Paraplanner,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",sukhjinder.thind@ampf.com,,Salesforce
9604040,,Justin Chandrashekhar,,,jchandr1@binghamton.edu,,List import
11063121,Inactive Investor,Joseph Stover,President;Principal,"Reliance Financial Group, Inc. Durham NC 6 Smoketree Ct",,,Salesforce
10775855,Inactive Investor,Laura Jensen,,"Wells Fargo Clearing Services, LLC Mesa AZ 4525 E McKellips Rd",lauramarie.jensen@wellsfargoadvisors.com,,Salesforce
344798,,Ray Wagner,Director,Thompson Street Capital Manager Llc,rwagner@tscp.com,314-727-2112,Manual List Upload
232257,, -,,[Unknown],annelise.makenna@jamestownlp.com,,
10885988,Inactive Investor,Domenick Bergeland,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10819596,Inactive Investor,Lorena Mackelvie,Financial Advisor;Financial Planning Specialist;International Client Advisor,Morgan Stanley Spring TX 24 Waterway Ave,,,Salesforce
11080785,Inactive Investor,Christina Garrett,,PFS Investments Inc. Morrow GA 1115 Mount Zion Rd,cgarrett@primerica.com,,Salesforce
10795870,Inactive Investor,Simon Krinsky,Board Member;Executive Committee Member;Managing Partner;Member;Portfolio Manager,Hall Capital Partners LLC,skrinsky@hallcapital.com,,Salesforce
11170879,Inactive Investor,Karianne Subgrunski,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",karianne.dover@ml.com,,Salesforce
11022415,Inactive Investor,James Tobin,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,james.tobin@fidelity.com,,Salesforce
11052226,Inactive Investor,Brian Reynolds,Financial Planner,"Osaic FA, Inc. Morrisville NC 430 Davis Dr.",brian.reynolds@lfg.com,,Salesforce
9589680,,Antonio Martino,,,antoniomartinoja@gmail.com,,List import
11058257,Inactive Investor,Simmeon Mammo,,Goldman Sachs & Co.,,,Salesforce
221246,,Michael Queen,,[Unknown],michaelq37@gmail.com,,Paid Search
11255442,Inactive Investor,Matthew Rubush,Financial Advisor,"Millennium Planning Group, LLC Cary NC Private Residence",,,Salesforce
11211298,Inactive Investor,Alexander Fields,Personal Banker,"Wells Fargo Clearing Services, LLC Cary NC 10050 Green Level Church Rd",alexander.fields@wellsfargo.com,,Salesforce
11179799,Inactive Investor,Michael Giffin,Founder;President,"Giffin Planning Services, Inc.",,,Salesforce
11195885,Inactive Investor,Leon Friedlander,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",leon.friedlander@ml.com,,Salesforce
11020649,Inactive Investor,Gavin Ugone,,Novem Group Topsfield MA 7 Grove St,,,Salesforce
10866817,Inactive Investor,William Nobles,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,william.nobles@primerica.com,,Salesforce
11050336,Inactive Investor,Elizabeth Morris,Chief Compliance Officer;Managing Director,Morris & Wells Wealth Management,emorris@morrisandwells.com,,Salesforce
11130108,Inactive Investor,Jeffrey Mccurdy,Chief Compliance Officer;Chief Investment Officer;Founder;President,"Guardsman Private Capital Management, Inc.",jeff@guardsmanwms.com,,Salesforce
10954423,Inactive Investor,Kevin Newton,Financial Advisor,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,knewton@rwbaird.com,,Salesforce
197618,,Neil Markwith,,[Unknown],neilmarkwith@gmail.com,,Organic Search
4864949,,Sat Nak,,,bbcdlearning@gmail.com,,Web Form Fillout
10756051,Inactive Investor,Lori Smith,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Joplin MO 2819 E 29th St",lori.smith1@wellsfargoadvisors.com,,Salesforce
11160700,Inactive Investor,Rebeca Arroyo,,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,rarroyo@primerica.com,,Salesforce
333748,,Laura Kreutzefeldt,Private Wealth Associate,"Verdence Capital Advisors, Llc",lkreutzfeldt@verdence.com,410-472-5380,Manual List Upload
10816243,Inactive Investor,Franklin Caldwell,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",franklin.caldwell@raymondjames.com,,Salesforce
10809934,Inactive Investor,Thomas Hunt,Client Associate;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",,,Salesforce
10953544,Inactive Investor,Whitney Baker,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",whitney.baker@tiaa.org,,Salesforce
6943979,,Michael D,,,newsletter+grayscale@onepoutine.com,,Web Form Fillout
10759826,Inactive Investor,Kirkwood Roland,,Citigroup Global Markets Inc.,kirkwood.roland@citi.com,,Salesforce
348523,,Brian Stark,Passive Limited Partner Of Black Maple Capital Management Lp,Black Maple Capital Management Lp,bstark@blackmaplecapital.com,414-294-7777,Manual List Upload
189964,,Nathan Stoker,,[Unknown],stoker@createdwealth.com,,
11073569,Inactive Investor,Duncan Phillips,,Key Investment Services LLC Ellington CT 175 West Rd,duncan.phillips@key.com,,Salesforce
10923044,Inactive Investor,Vladimir Hirscht,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",vladimir.hirscht@tfaconnect.com,,Salesforce
9541714,,Cheryl Holman,,,cholman1541@verizin.net,,List import
11202754,Inactive Investor,Darcy Wride,Managing Member,Ascend Investment Partners,darcy@ascendinvestment.com,,Salesforce
11129796,Inactive Investor,Dylan Oran,Senior Compliance Officer,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11084540,Inactive Investor,Zachary Allen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",zallen@ml.com,,Salesforce
10963551,Inactive Investor,Betty Twum,,"Wells Fargo Clearing Services, LLC Wappingers Falls NY 1863 South Rd",betty.twum@wellsfargo.com,,Salesforce
11027120,Inactive Investor,Hannah Duvall,Financial Planning Assistant,"Ameriprise Financial Services, LLC Raleigh NC 183 Wind Chime Ct",hannah.duvall@ampf.com,,Salesforce
11128939,Inactive Investor,Joshua Croyle,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",joshua.croyle@raymondjames.com,,Salesforce
10612434,,Robert Francis,Financial Advisor,,r.francis@ampf.com,,List Import
11123970,Inactive Investor,Chukwuebuka Ngwadom,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,chukwuebuka_ngwadom@vanguard.com,,Salesforce
11080368,Inactive Investor,Olivia Pereyra,Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10865939,Inactive Investor,Christine Winter,,State Farm VP Management Corp. Peru IN 998 W Main St,christy.winter.hcku@statefarm.com,,Salesforce
10759986,Inactive Investor,Loren Schwartz,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",loren_schwartz@ml.com,,Salesforce
11013071,Inactive Investor,Savannah Wisel,Associate Financial Advisor,"Osaic Institutions, Inc. Concord NH 89 N Main St",,,Salesforce
11171487,Inactive Investor,Dylan Campbell,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",dylan.j.campbell@ml.com,,Salesforce
11091913,Inactive Investor,Michael Pages,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,michael.pages@jpmorgan.com,,Salesforce
10812558,Inactive Investor,William Pittman,,Morgan Stanley Austin TX 301 Congress Ave,evan.pittman@ms.com,,Salesforce
10849244,Inactive Investor,John Vance,,Momentum Independent Network Inc. Dallas TX 7001 Preston Rd,mvance@hilltopnetwork.com,,Salesforce
11000646,Inactive Investor,Victoria Nenchev,Managing Director,"Northwestern Mutual Investment Services, LLC Bellevue WA 10655 NE 4th St",victoria.nenchev@nm.com,,Salesforce
11162947,Inactive Investor,Nicole David,,Cetera Investment Services LLC Milan IL 2009 10th Ave E,nicole.david@ceterais.com,,Salesforce
11097840,Inactive Investor,William Teague,,Cetera Investment Services LLC Gretna LA 101 Wall Blvd,bill.teague@ceterafs.com,,Salesforce
9644381,,Michael Choi,,,michael.choi@darenfundhk.com,,List import
9570280,,Alexander Zhang,,,wacnz11@gmail.com,,List import
9541241,,Laurent Souviron,,,lsouviron@agcequitypartners.com,,List import
10820600,Inactive Investor,Jeffrey Esnard,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",jeffrey.esnard@ml.com,,Salesforce
11026892,Inactive Investor,Erik Wheelock,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",ewheelock@massmutual.com,,Salesforce
10842409,Inactive Investor,Robert Oldham,Managing Partner;Wealth Planning Advisor,Mainstreet RIA LLC,steve@mainstreet-ria.com,,Salesforce
11090429,Inactive Investor,Amanda Hadley,,Sigma Financial Corporation Lansing MI 4112 S Cedar St,,,Salesforce
11019411,Inactive Investor,Kelly Hohertz,Investment Advisor,"View Capital RIA, LP",khohertz@view-cap.com,,Salesforce
11057748,Inactive Investor,David Booko,Financial Advisor,"Ameriprise Financial Services, LLC Three Rivers MI 200 S Main St",david.x.booko@ampf.com,,Salesforce
11000768,Inactive Investor,Serena Slaughter,Associate Wealth Advisor,"Covenant Partners, LLC",slaughter@covenantpartnersllc.com,,Salesforce
10932708,Inactive Investor,Timothy Davidson,,"Raymond James Financial Services, Inc. Concord NH 1 Pillsbury St",timothy.davidson@raymondjames.com,,Salesforce
9574272,,Phillip Teamer,,,phillipwadeteamer@gmail.com,,List import
10817462,Inactive Investor,James Reardon,Financial Advisor,Edward Jones Port Orange FL 4550 Clyde Morris Blvd,jim.reardon@edwardjones.com,,Salesforce
9628381,,John Thompson,,,johnt7287@gmail.com,,List import
11005223,Inactive Investor,Jessica Anderson,,"Wells Fargo Clearing Services, LLC Colorado Springs CO 8620 N Union Blvd",,,Salesforce
9593269,,Alan Leclercq,,,alanluz10618@live.com,,List import
10786054,Inactive Investor,Peter Myers,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,peter.myers@fidelity.com,,Salesforce
9549195,,Douglas Famous,,,drfamous@eaglestrategies.com,,List import
9545230,,Subhas Hajeri,,,subhas.hajeri@gmail.com,,List import
11105841,Inactive Investor,Ronald Boner,Vice President,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,ronald.boner@ubs.com,,Salesforce
10905678,Inactive Investor,Michael Richardson,Chief Executive Officer;Senior Wealth Advisor,"Richardson Capital Management, LLC",michael@richardson-financial.com,,Salesforce
10696343,,Juan Pablo Rossi,,"Global Securities Servicios Y
Mandatos Sa",jpr@globalsecurities.com.uy,,List import
10980581,Inactive Investor,Dalton Campbell,,Cetera Advisors LLC Fishersville VA 71 Wilson Blvd,,,Salesforce
10772279,Inactive Investor,Hilda Novoa,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palos Verdes Peninsula CA 608 Silver Spur Rd",hilda.novoa@ml.com,,Salesforce
9551340,,Fangyuan Deng,,,oliolit@foxmail.com,,List import
11169868,Inactive Investor,Shirley Su,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",shirley_su@ml.com,,Salesforce
10833559,Inactive Investor,Edward Lisowski,,LPL Financial LLC Batavia NY 55 Main St,edward.lisowski@lpl.com,,Salesforce
11174285,Inactive Investor,Pasquale Palumbo,,LPL Financial LLC Elmsford NY 45 Knollwood Rd,pasquale.palumbo@lpl.com,,Salesforce
10914177,Inactive Investor,Marc Lowell,,A.G.P / Alliance Global Partners Boca Raton FL 2101 Corporate Blvd NW,mlowell@allianceg.com,,Salesforce
10763588,Inactive Investor,N Hoover,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
10800855,Inactive Investor,Kirk Bradshaw,Financial Advisor,Edward Jones Hot Springs Village AR 710 Desoto Blvd,kirk.bradshaw@edwardjones.com,,Salesforce
11181473,Inactive Investor,Paul Schacher,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,pschacher@ft.newyorklife.com,,Salesforce
10971635,Inactive Investor,Sabrina Cabrera,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",sabrina.cabrera@equitable.com,,Salesforce
11032254,Inactive Investor,Joseph Jones,Portfolio Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",,,Salesforce
11109868,Inactive Investor,Virginia Thompson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11012340,Inactive Investor,William Farr,,"Allstate Financial Services, LLC Jamestown NY 812 Foote Ave",williamfarr@allstate.com,,Salesforce
10891171,Inactive Investor,Jakhongir Mirtalipov,Financial Advisor,Edward Jones Pineville NC 600 Towne Centre Blvd,king.mirtalipov@edwardjones.com,,Salesforce
10872553,Inactive Investor,John Witt,,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 2625 Butterfield Rd",john.witt@wfafinet.com,,Salesforce
226035,,Richard -,,[[Unknown]],rehelm@hotmail.com,,Initial Salesforce Import
10844981,Inactive Investor,Jon Goldenberg,,"Charles Schwab & Co., Inc. Wayne PA 555 E Lancaster Ave",,,Salesforce
9571595,,Michael Kohrn,,,kohrn@superghost.org,,List import
10763450,Inactive Investor,Andrew Summers,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",andrew.summers@schwab.com,,Salesforce
9634860,,Louis III,,,lfancher@kbfcllc.com,,List import
10782068,Inactive Investor,Seth Heaton,,Citigroup Global Markets Inc.,seth.heaton@citi.com,,Salesforce
10968385,Inactive Investor,Stephen Weigner,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9543784,,ASAR HAPI,,,anh1821@gmail.com,,List import
9593714,,Catherine Mulholland,,,cmulholland134@gmail.com,,List import
11198917,Inactive Investor,Luis Castillo,,J.P. Morgan Securities LLC Chino Valley AZ 31 Butterfield Rd,luis.castillo@jpmorgan.com,,Salesforce
9623539,,David James,,,themarketmaker@protonmail.com,,List import
10661985,,Eric Grant,,,egrant@polarisadvice.com,,List Import
11235891,Inactive Investor,Alex Shahidi,Co-Chief Investment Officer;Managing Partner,Evoke Advisors,ashahidi@evokeadvisors.com,,Salesforce
9646932,,Nicole George,,,nicolediane.george@gmail.com,,List import
10840804,Inactive Investor,Byron Dunlap,Financial Professional,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",byrondunlap@financialguide.com,,Salesforce
11197589,Inactive Investor,Deborah Jenkins,Chief Compliance Officer;Compliance Manager;Principal;Regulatory Contact,SageSpring Wealth Partners,deborah.jenkins@sagespring.com,,Salesforce
9584826,,Mitchell Cde Baca,Assistant Vice President,Fisher Investments,m.cdebaca@fi.com,,List import
9595687,,Sandra Conners,,,sconners@aspiriant.com,,List import
11142855,Inactive Investor,Amanda Willey,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",amanda.j.willey@ampf.com,,Salesforce
11110980,Inactive Investor,Otto Chu,Chairman;Chief Executive Officer,Chu Financial Management Corporation,,,Salesforce
10832169,Inactive Investor,Duncan Maceachern,Financial Advisor,LPL Financial LLC Royal Oak MI 26080 Woodward Ave,duncan.maceachern@lpl.com,,Salesforce
10802399,Inactive Investor,Richard Martin,Financial Consultant,LPL Financial LLC Fresno CA 7511 N Remington Ave,,,Salesforce
9646965,,Candice Cox,,,candice_cox@ml.com,,List import
10949827,Inactive Investor,Misti Laputka,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10886962,Inactive Investor,Cody Riecks,Financial Advisor,Morgan Stanley Sacramento CA 400 Capitol Mall,,,Salesforce
11048143,Inactive Investor,Karen Rodriguez,,Bradesco Investments Inc.,,,Salesforce
9567094,,Philip Isijola,,,philipoi@yahoo.co.uk,,List import
10844271,Inactive Investor,Nicholas Smith,Executive Director,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,nicholas.c.smith@jpmorgan.com,,Salesforce
11007488,Inactive Investor,Wendy Torres,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",wendy.d.torres@ml.com,,Salesforce
11093706,Inactive Investor,Daphne Kirkland,Financial Advisor,Edward Jones Hattiesburg MS 5215 Old Hwy 11,daphne.kirkland@edwardjones.com,,Salesforce
9575520,,Bob Loblaw,,,bobloblaw@bobloblawslawblog.com,,List import
9595019,,Stacey Nickens,,,stacey.nickens@americantfg.com,,List import
10779708,Inactive Investor,Jenny Rothstein,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boca Raton FL 150 E Palmetto Park Rd",jenny.rothstein@schwab.com,,Salesforce
10974367,Inactive Investor,Brent Ramsey,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",,,Salesforce
9561130,,Logan Turner,,,logant2k8@gmail.com,,List import
10893491,Inactive Investor,Michael Romero,Chief Compliance Officer;Investment Advisor Representative;President,"Wealth Management Advisors RIA, Inc.",,,Salesforce
11101222,Inactive Investor,Rebecca Daniel,,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",emily.daniel@nm.com,,Salesforce
11043971,Inactive Investor,Frank Cihlar,Chief Compliance Officer;Founder;Investment Advisor;President,CCM Investment Counsel,,,Salesforce
10836125,Inactive Investor,Edward Farley,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",edward.farley@wellsfargoadvisors.com,,Salesforce
10662291,,Janine Miles,,,janine.miles@fmr.com,,List Import
11013554,Inactive Investor,Sarah Mattoso,,"VALIC Financial Advisors, Inc.",,,Salesforce
9560686,,dogukan nef,,,nefis9616@gmail.com,,List import
160527,,Albert Einstein,,[Unknown],alberteinstein1879@msn.com,,Paid Social
10769552,Inactive Investor,Stephen Saraiva,Financial Advisor,LPL Financial LLC Attleboro MA 607 Pleasant St,stephen.saraiva@lpl.com,,Salesforce
11127435,Inactive Investor,Anthony Worthen,,PFS Investments Inc. Saint George UT 135 N 900 E,aworthen.249fy@primerica.com,,Salesforce
11233602,Inactive Investor,Neil Kiernan,,Citigroup Global Markets Inc.,,,Salesforce
11057910,Inactive Investor,Mark Brown,Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Columbus OH 5025 Arlington Centre Blvd",mark.brown@wfafinet.com,,Salesforce
10918696,Inactive Investor,Michael Anderson,,Cetera Advisor Networks LLC Dallas TX 3030 Lyndon B Johnson Fwy,,,Salesforce
10752518,Inactive Investor,William Lethemon,,LPL Financial LLC Bloomfield Hills MI 21 E Long Lake Rd,william.lethemon@lpl.com,,Salesforce
11018392,Inactive Investor,Jeffrey Vincent,Director - Wealth Management,"Fernwood Investment Management, LLC",jvincent@fernwoodinvestment.com,,Salesforce
11154064,Inactive Investor,James Cartwright,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO 200 Clayton St",jim.cartwright@schwab.com,,Salesforce
11021931,Inactive Investor,Bettyjo Alfaro,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,balfaro@primerica.com,,Salesforce
11085834,Inactive Investor,Wenyan Huang,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,whuang2@ft.newyorklife.com,,Salesforce
10892661,Inactive Investor,Seth Hilger,Financial Advisor,Edward Jones Springdale AR 4100 Corporate Center Dr,bo.hilger@edwardjones.com,,Salesforce
11103619,Inactive Investor,Chris Fletcher,Financial Advisor,LPL Financial LLC Atlanta GA Private Residence,chris.b.fletcher@lpl.com,,Salesforce
9644997,,Camy Briones,,,camy.briones@icloud.com,,List import
9568995,,Kristine Schofield,,,kschofield@commonwealth.com,,List import
10927195,Inactive Investor,Sage Murphy,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sage.murphy@tiaa.org,,Salesforce
11218534,,Donald Smiley,,,dsmiley@rwbaird.com,,List Import
248183,,Phil Strong,CEO,Zymbit,phil@zymbit.com,,Manual List Upload
10929741,Inactive Investor,Travis Hughes,Chief Compliance Officer;Co-Founder;Financial Planner;Partner,Downshift Financial,,,Salesforce
10815453,Inactive Investor,Todd Almli,,"Consolidated Financial Investments, Inc.",todd@consolidatedstl.com,,Salesforce
10981507,Inactive Investor,Jonathan Hathaway,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",jonathan.hathaway@nm.com,,Salesforce
11148358,Inactive Investor,Elise McCaffrey,,Fidelity Brokerage Services LLC,elise.mccaffrey@fidelity.com,,Salesforce
10955550,Inactive Investor,Scott Albright,Chief Compliance Officer;Managing Member,"Trident Capital Advisors, LLC",,,Salesforce
10849693,Inactive Investor,Jacob Rochleau,Financial Advisor,Edward Jones Cherokee IA 400 W Main St,jacob.rochleau@edwardjones.com,,Salesforce
9638142,,Katherine Molnar,,,katherine.molnar@fairfaxcounty.gov,,List import
11089573,Inactive Investor,Marie Caldera,,"Next Financial Group, Inc. San Luis Obispo CA 455 Buena Vista Ave",,,Salesforce
10820073,Inactive Investor,Scott Wiard,President,Horizons Planning Corporation,scott@horizonsplanning.com,,Salesforce
10832627,Inactive Investor,Brent Penrose,Banker;Executive Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,brent.penrose@jpmorgan.com,,Salesforce
10923228,Inactive Investor,Matthew Dowland,,"CreativeOne Securities, LLC Carlinville IL 909 Broadway",,,Salesforce
11099065,Inactive Investor,David Sack,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Killingworth CT Private Residence,david.sack@morganstanley.com,,Salesforce
10877671,Inactive Investor,Nathaniel Sorenson,Financial Advisor;First Vice President;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",nate.sorenson@wellsfargoadvisors.com,,Salesforce
10597648,,Michelle Paris,,,michelle.paris@lpl.com,,Web Form Fillout
11097105,Inactive Investor,Dax Rodriguez,Chief Operating Officer;Co-Founder,"Merriwether Investments, Inc. Chicago IL Private Residence",,,Salesforce
11060352,Inactive Investor,Markellos Marcou,Financial Advisor,LPL Financial LLC Caldwell NJ 175 Fairfield Ave,mark.marcou@lpl.com,,Salesforce
10984865,Inactive Investor,Michelle Casasola,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",michelle.casasola@tiaa.org,,Salesforce
9555699,,Cherri Lamkin,,,clamkin@atlasbrown.com,,List Import
10824623,Inactive Investor,Brian McCabe,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",bmccabe@ampf.com,,Salesforce
10819405,Inactive Investor,Jonathan Gomez,Senior Financial Associate,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",jonathan.gomez@rbc.com,,Salesforce
10986124,Inactive Investor,Shane Brown,,"Raymond James Financial Services, Inc. Harrison Township MI 38610 Jefferson Ave",shane.brown@raymondjames.com,,Salesforce
11026809,Inactive Investor,Mitchell Plant,,"DFPG Investments, LLC Salt Lake City UT 5959 S Redwood Rd",,,Salesforce
11236639,Inactive Investor,Samuel Bargainer,Financial Representative,Catalyst Wealth Management LLC,sam@catalystfg.com,,Salesforce
9554804,,Robert Murray,,,rmurray@taxbridgefinancial.com,,List import
11105515,Inactive Investor,Rodney Schmitz,Regional Leader,PFS Investments Inc. Minneapolis MN 7800 Metro Pkwy,rodney.schmitz@primerica.com,,Salesforce
11140386,Inactive Investor,Brandon Adams,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10972629,Inactive Investor,Joshua Wallace,Private Client Advisor,J.P. Morgan Securities LLC San Antonio TX 8014 Bandera Rd,joshua.wallace@jpmorgan.com,,Salesforce
4609615,,Ugo Anyanwu,,,cryptoni@yahoo.com,,Web Form Fillout
10878955,Inactive Investor,Kevin Davis,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,kevin.davis@fidelity.com,,Salesforce
10927174,Inactive Investor,Matias Uhart Mascheroni,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,matias.uhart-mascheroni@jpmorgan.com,,Salesforce
11006987,Inactive Investor,Aaron Wolden,,"Allstate Financial Services, LLC Amarillo TX 3913 Bell St",,,Salesforce
9562229,,Georgios Ouzounis,,,georgios.ouzounis@worldquant.com,,List import
10795565,Inactive Investor,David Huisinga,Senior Vice President,"Trilogy Capital, Inc. Huntington Beach CA 17011 Beach Blvd",david.huisinga@trilogyfs.com,,Salesforce
10617222,,Brett Larson,,,blarson@romanowealth.com,,List Import
9628443,,Omer Ozkul,,,oozkul@jefferies.com,,List import
11037115,Inactive Investor,Matthew Coulson,,J.P. Morgan Securities LLC Santa Barbara CA 1302 State St,,,Salesforce
10975326,Inactive Investor,Jonathan Stroh,,"Capital Management Securities, Inc.",jstroh@cap-mgt.com,,Salesforce
10759375,Inactive Investor,Thomas Kim,Financial Solutions Advisor;Senior Performance Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milltown NJ 100 Ryders Ln",thomas_kim@ml.com,,Salesforce
11136708,Inactive Investor,Michael Moffitt,Investment Advisor Representative,"Silver Oak Securities, Incorporated Creston IA 604 W Adams St",mmoffitt@silveroaksecurities.com,,Salesforce
10999931,Inactive Investor,Yolanda Mukombe,,"Osaic Wealth, Inc.",,,Salesforce
10803884,Inactive Investor,Robert Gephart,Senior Vice President,PFS Investments Inc. Findlay OH 110 1/2 W Front St,robert.gephart@primerica.com,,Salesforce
11170468,Inactive Investor,Erin Kuck,,"Empower Financial Services, Inc Seven Hills OH Private Residence",erin.kuck@empower.com,,Salesforce
11207636,Inactive Investor,Nadinder Randawe,Owner;Vice President,Condata Group Inc,nadinder@condatagroup.com,,Salesforce
10988851,Inactive Investor,Danielle Lammon,,"Allstate Financial Services, LLC Aurora CO 25521 E Smoky Hill Rd",dlammon@allstate.com,,Salesforce
10897440,Inactive Investor,Herbert Rose,Member,"RJ Hill's Financial Services, LLC",hrose@rjhillsfinancial.com,,Salesforce
9565487,,Andrew Ho,,,andrew-ho@live.com,,List import
226632,, -,,[[Unknown]],gatesofstone@yahoo.com,,Initial Salesforce Import
9598702,,Megan Carey,,,megancarey27@yahoo.com,,List import
10975074,Inactive Investor,Sherry Werner,,Cetera Financial Specialists LLC Springfield MO 1655 S Enterprise Ave,,,Salesforce
11131822,Inactive Investor,Lyle Gerhardson,,"Avantax Investment Services, Inc. Minneapolis MN 9800 Shelard Pkwy",,,Salesforce
11125243,Inactive Investor,Bridget Palmer,,Commonwealth Financial Network Fort Worth TX 201 American Concourse,bpalmer@commonwealth.com,,Salesforce
10927712,Inactive Investor,Jakob Jenkins,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11125230,Inactive Investor,Rachel Segvich,,PFS Investments Inc. Lombard IL 55 W 22nd St,rachel.segvich@primerica.com,,Salesforce
10974112,Inactive Investor,Brian Schmitt,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Mobile AL 11 N Water St",,,Salesforce
11197790,Inactive Investor,Alfred Frank,Co-Founder;President,Frank Capital Management LLC,afrank@frankcapitalmgmt.com,,Salesforce
10777996,Inactive Investor,Holly Wallace,,"First Horizon Advisors, Inc. Cookeville TN 345 S Jefferson Ave",hwwallace@ftbadvisors.com,,Salesforce
10489962,,Karan Negi,"Manager, Managing Partner","Suma Monde Kapital Partners, LLC",karan@sumamonde.com,,List Import
9579495,,Jason Riccio,,,jriccio@racap.com,,List import
1006240,Inactive Investor,Sam Proctor,,Genesis Block,sam@genesisblockchain.io,,3rd Party Lead Gen
11039080,Inactive Investor,Stefanie Shuba,,"First Citizens Investor Services, Inc. Asheville NC 108 Patton Ave",stefanie.shuba@firstcitizens.com,,Salesforce
9541663,,Talal Tabbaa,,,talal@jibrel.network,,List import
248264,,Mishel Pomasunco Huillca,Economics Student,Universidad Nacional Mayor de San Marcos,mishel.pomasunco@unmsm.edu.pe,,Manual List Upload
10970535,Inactive Investor,Patrick Scobie,Investment Advisor Representative,Cabana Asset Management Denver CO 2000 S Colorado Blvd,patrick@cabanaportfolio.com,,Salesforce
11070627,Inactive Investor,Erick McCreight,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11183273,Inactive Investor,Bryce Schafer,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",bschafer@massmutual.com,,Salesforce
10762258,Inactive Investor,Sean Waltz,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",sean.waltz@ml.com,,Salesforce
11114026,Inactive Investor,Dana Wolery,,"Farmers Financial Solutions, LLC Portsmouth OH 503 4th St",dwolery@farmersagent.com,,Salesforce
11053485,Inactive Investor,Veronica Fuentes,Chief Operating Officer,Audible Wealth Management,veronica@audiblewealth.com,,Salesforce
10973902,Inactive Investor,Yesenia Corral,,J.P. Morgan Securities LLC Rancho Palos Verdes CA 31250 Palos Verdes Dr W,yesenia.corral@chase.com,,Salesforce
11254719,Inactive Investor,Stephanie Lopez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
348605,,Thomas Sueppel,Manager - Sales Support,"Principal Securities, Inc.",sueppel.tom@principal.com,515-247-0601,
9563339,,Suliyat Adeleke,,,suli501@hotmail.com,,List import
237780,, -,,[[Unknown]],david@lucem.org,,
220978,,Sam Bennett,,[Unknown],sbennett.wm@gmail.com,,
11194974,Inactive Investor,Christopher Payer,,"Osaic Wealth, Inc. Dedham MA 3 Allied Dr",,,Salesforce
11001275,Inactive Investor,Brian Giambalvo,Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,brian.giambalvo@citigroup.com,,Salesforce
232460,,Howard -,,Howard [[Unknown]],hmodell@gmail.com,,Direct
10900121,Inactive Investor,Isidro Morales,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,isidro.morales@primerica.com,,Salesforce
11181125,Inactive Investor,Ronald Javate,Private Client Advisor,J.P. Morgan Securities LLC Sarasota FL 2 N Tamiami Trl,ronald.javate@jpmorgan.com,,Salesforce
10988462,Inactive Investor,Lukas Fischbach,,"Raymond James & Associates, Inc.",lukas.fischbach@raymondjames.com,,Salesforce
1002012,Inactive Investor,David Broser,Owner,RDA Ventures,david@rdaventuresllc.com, +1 212 682 1000(291),Database Upload
9555519,,William Waldie,,,williamwaldiejr@gmail.com,,
11163085,Inactive Investor,John Dykstra,Financial Advisor;First Vice President;Vice President - Investments,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",john.dykstra@wellsfargoadvisors.com,,Salesforce
11236746,Inactive Investor,Nikki Baker - Lude,Financial Advisor,Commonwealth Financial Services Woodsfield OH 166 S Main St,nikki.lude@cfswv.com,,Salesforce
9542718,,Santhebachahalli Nagaraj,,,santhenagaraj@gmail.com,,List import
346453,,Jonathon Much,Vice President,"Cts Financial Planning, Inc.",jmuch@ctsfinancialgroup.com,312-337-1040,Manual List Upload
10949138,Inactive Investor,Richard March,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Prairie Village KS 7624 State Line Rd",richard.march@ml.com,,Salesforce
9606672,,Tyler King,,,tyleracking@gmail.com,,List import
11260087,Inactive Investor,Mark Graskemper,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",mark.graskemper@nm.com,,Salesforce
10761435,Inactive Investor,Gilda Gallardo,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",gilda.gallardo@ml.com,,Salesforce
11021996,Inactive Investor,Joel Cisneros,,J.P. Morgan Securities LLC Colton CA 2005 E Washington St,joel.cisneros@jpmorgan.com,,Salesforce
11017757,Inactive Investor,Tate Bassett,,"Cambridge Investment Research, Inc. Cookeville TN 753 Humble Dr",,,Salesforce
10958313,Inactive Investor,Carlos Carranza,,PNC Investments Tucson AZ 4707 E Grant Rd,carlos.carranza@pnc.com,,Salesforce
11064940,Inactive Investor,Andrea Villanueva,,J.P. Morgan Securities LLC Los Angeles CA 1350 S Soto St,andrea.j.villanueva@chase.com,,Salesforce
11158151,Inactive Investor,Michael Bowden,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
50060,,Justin Gann,Financial Associate,Thrivent Investment Management Inc.,justin.gann@thrivent.com,217-819-4646,
10776087,Inactive Investor,Richard Rozman,Financial Advisor,"Wells Fargo Clearing Services, LLC Canyon Country CA Private Residence",richard.rozman@wellsfargoadvisors.com,,Salesforce
11307168,,Deone Williams,,,woodrockent@live.com,7279005615,Web Form Fillout
9605826,,John Marsden,,,marsdencap@msn.com,,List import
11129417,Inactive Investor,Antonio Rivera,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",antonio.rivera@wellsfargoadvisors.com,,Salesforce
11133462,Inactive Investor,Ethan Vieira,Client Service Associate;Senior Participant Relationship Manager,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
11234216,Inactive Investor,Jordanny Alvarado,,TradeWeb L.L.C,jordanny.alvarado@tradeweb.com,,Salesforce
9566033,,Phillip Dimond,,,phillip.dimond@securitiesamerica.com,,List import
10615872,,Jeff Golden,,,jgolden@williamblair.com,,List import
10854916,Inactive Investor,Chad Feucht,,"Osaic Wealth, Inc. Appleton WI W6240 Communication Ct",,,Salesforce
10855153,Inactive Investor,Allen Sandlin,Financial Advisor,"LifeCourse Capital, Inc.",allen@lccapital.net,,Salesforce
9576983,,Josh Matton,,,jmatton10@gmail.com,,List import
10755131,Inactive Investor,William Moss,Financial Advisor;Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,ed.moss@morganstanley.com,,Salesforce
1003429,Inactive Investor,Bill Herz,,Magicorp Productions,bherz@mcpmagic.com,(203) 698-2460,3rd Party Lead Gen
10768812,Inactive Investor,Synthia Deese,Senior Administrative Assistant,"Wells Fargo Clearing Services, LLC Lexington KY 333 E Main St",synthia.deese@wellsfargoadvisors.com,,Salesforce
10931630,Inactive Investor,Douglas Grau,,Infinity Financial Services Brentwood TN 5115 Maryland Way,dgrau@8financial.com,,Salesforce
10755489,Inactive Investor,Kathryn Gates,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",kathryn.gates2@ml.com,,Salesforce
9645330,,Delfos Machado,,,delfos.machado@dunamistg.com,,List import
11204519,Inactive Investor,Peggy Maravilla,,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",,,Salesforce
11106673,Inactive Investor,Steven Roeill,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11140860,Inactive Investor,Edgar Martinez,Financial Solutions Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,edgar.martinez2@ml.com,,Salesforce
11116912,Inactive Investor,Angel Duncan,Financial Services Associate,Lincoln Investment Cabot AR 200 Westport Dr,aduncan@lincolninvestment.com,,Salesforce
10912785,Inactive Investor,Michael Smith-Vaughan,Relationship Manager,Prio Wealth LP,msmithvaughan@priowealth.com,,Salesforce
11136675,Inactive Investor,Garrett Williamson,Financial Advisor,Park Avenue Securities LLC Brentwood TN 9019 Overlook Blvd,garrett_williamson@glic.com,,Salesforce
9563891,,Dan Hochbaum,,,dhochbaum99@gmail.com,,List import
10951134,Inactive Investor,Thomas Tobin,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,,,Salesforce
10487427,,Mark Faraldo,Executive Vice President,"L & B Realty Advisors, LLP",mfaraldo@lbrealty.com,,List Import
10978416,Inactive Investor,Cynthia Van Alst,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,cynthia.van-alst@leerink.com,,Salesforce
10644449,,Robert Boettcher,,,rob.boettcher@lpl.com,,List Import
11123329,Inactive Investor,Jaime Boal,,Vanguard Marketing Corporation,jaime_boal@vanguard.com,,Salesforce
10789707,Inactive Investor,Gail Garofalo,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11165715,Inactive Investor,Keenan Miller,Financial Advisor,"Equitable Advisors, LLC Endicott NY 141 Washington Ave",keenan.miller@equitable.com,,Salesforce
9579513,,Brett Hobbs,,,brett@cadcapital.com,,List import
10785156,Inactive Investor,Joseph Smey,,LPL Financial LLC Winchester CA Private Residence,joseph.smey@lpl.com,,Salesforce
204158,,Jerry Tenison,,Delcom,altius10@1791.com,(915) 539-6906,Paid Search
10938797,Inactive Investor,Shane Sides,Financial Advisor,LPL Financial LLC Casper WY 152 N Durbin St,shane.sides@lpl.com,,Salesforce
6353952,,Trao Her,,,traoher@gmail.com,,Web Form Fillout
205064,,D Krug,,[Unknown],d.erek.krueg.er@gmail.com,,Paid Social
10784722,Inactive Investor,Gena Mayer,,"UMB Financial Services, Inc. Saint Louis MO 2 S Broadway",gena.mayer@umb.com,,Salesforce
10838658,Inactive Investor,William Torhorst,,"Calton & Associates, Inc. Oregon WI 104 N Main St",wtorhorst@calton.com,,Salesforce
10757097,Inactive Investor,Megan Hocker,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",megan.voigtsberger@ml.com,,Salesforce
11122855,Inactive Investor,Tina Parsegian,,LPL Financial LLC Glendale CA 520 E Broadway,tina.parsegian@lpl.com,,Salesforce
11213482,Inactive Investor,Long Hoang,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",long.hoang@tfaconnect.com,,Salesforce
10977317,Inactive Investor,Jacqueline Mayfield,,PFS Investments Inc. Houston TX 6200 Savoy Dr,jmayfield@primerica.com,,Salesforce
10887553,Inactive Investor,Doredda Grossman,Financial Advisor,LPL Financial LLC Fresno CA 7555 N Palm Ave,doredda.grossman@lpl.com,,Salesforce
11047144,Inactive Investor,Frank Hanes,Chairman;Managing Director,"Bowen, Hanes & Co Inc Atlanta GA 3290 Northside Pkwy NW",,,Salesforce
11053140,Inactive Investor,Kathryn Matis,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,kathryn.matis@jpmorgan.com,,Salesforce
10759946,Inactive Investor,Michael Beers,Corporate Retirement Director;Family Wealth Advisor;Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Columbus OH 4449 Easton Way,michael.beers@morganstanley.com,,Salesforce
10973245,Inactive Investor,Willard Walch,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10612491,,Kalle Ruga,Financial Advisor,,jaan.ruga@ampf.com,,List Import
177450,,Mike Nixon,Head of Pensions,[Unknown],mike.nixon@leonardocompany.com, +44 (0)1935 705353,Database Upload
10388618,,Cindy Couyoumjian,,,Cindy@cinergyfinancial.com,,Web form fillout
10910214,Inactive Investor,Trace Urquhart,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Bryan TX 3000 Briarcrest Dr",trace.urquhart@stifel.com,,Salesforce
68124,,Antonio Reyna,,"Securities America Advisors, Inc.",antonio.reyna@securitiesamerica.com,,
11173072,Inactive Investor,Chad Azara,,"Liberty Partners Financial Services, LLC",cazara@libertypfs.com,,Salesforce
10764689,Inactive Investor,David Eaton,,"Raymond James Financial Services, Inc. Darlington WI 208 Main St",david.eaton@raymondjames.com,,Salesforce
10816280,Inactive Investor,John Link,Financial Advisor,"Ameriprise Financial Services, LLC Canonsburg PA 375 Southpointe Blvd",john.d.link@ampf.com,,Salesforce
10754971,Inactive Investor,Jill Mollner,,"Raymond James Financial Services, Inc. Sioux Falls SD 7408 S Bitterroot Pl",jill.mollner@raymondjames.com,,Salesforce
350427,,Lucas Batzer,Managing Director,"Cerberus Capital Management, L.P.",lbatzer@cerberuscapital.com,1-212-891-2100,Initial Salesforce Import
10756130,Inactive Investor,Christopher Beckett,First Vice President;Resident Director;Wealth Management Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,christopher.beckett@ml.com,,Salesforce
11045964,Inactive Investor,Stephen Streets,,PFS Investments Inc.,sstreets@primerica.com,,Salesforce
11156177,Inactive Investor,Adam Older,Financial Advisor,"Ameriprise Financial Services, LLC Doylestown PA 48 W Oakland Ave",adam.c.older@ampf.com,,Salesforce
10817088,Inactive Investor,Montague Guild,Chief Investment Officer;Founder,"Guild Investment Management, Inc.",mguild@guildinvestment.com,,Salesforce
11166546,Inactive Investor,Anthony Dowlen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield TN 2021 Memorial Blvd",anthony.dowlen@ml.com,,Salesforce
11057520,Inactive Investor,Christopher Stevens,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10966587,Inactive Investor,Aznar Ranza,,J.P. Morgan Securities LLC Riverdale GA 7145 Hwy 85,aznar.ranza@chase.com,,Salesforce
341063,,Philip Schmitt,Head Of Fixed Income Investments,Andco Consulting,philips@andcoconsulting.com,844-442-6326,Manual List Upload
9550264,,Mario Trinca,,,mariortrinca@hotmail.com,,List import
9584466,,Jasline Luo,,,jasline@connect.hku.hk,,List import
11200035,Inactive Investor,Leslie Thompson,Chief Compliance Officer;Chief Financial Officer;Chief Investment Officer;Co-Founder,Spectrum Wealth Management,,,Salesforce
11000094,Inactive Investor,Orlando Sthory,Financial Advisor,"Navy Federal Investment Services, LLC Miami FL 5251 SW 64th Ave",orlando_sthory@navyfederal.org,,Salesforce
10812540,Inactive Investor,Peter Grass,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Indianapolis IN 9000 Keystone Xing",peter.grass@mutualofomaha.com,,Salesforce
11156987,Inactive Investor,Nathan Allred,Chief Compliance Officer;Founder;President;Principal,"Bristlecone Wealth, LLC",,,Salesforce
195879,,Gabriela Arias,,[Unknown],allega03_09@hotmail.com,,source
10864253,Inactive Investor,Patricia Winsett,,"Avantax Investment Services, Inc. Decatur AL 2418 Old Moulton Rd SW",,,Salesforce
10942327,Inactive Investor,Tyrone Riley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10930013,Inactive Investor,Donald Reed,,"Ameritas Investment Company, LLC Newberry SC Private Residence",dreed@ameritas.com,,Salesforce
10662071,,Brian Bastedo,,,bastedo@rockislandcapital.com,,List Import
11047926,Inactive Investor,Jill Thomas,,LPL Financial LLC Chicago IL Private Residence,jill.thomas@lpl.com,,Salesforce
9548894,,Geoffrey Clark,,,gsc43@mac.com,,List import
10963386,Inactive Investor,Kenyon Wagner,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",kenyon.wagner@equitable.com,,Salesforce
10776822,Inactive Investor,Morton Wolverton,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",,,Salesforce
223063,,Sneha Kanoria,,[Unknown],sneharathi13@gmail.com,,Direct
8481154,,Kacie Edmonds,,Edward Jones,kacie.edmonds@edwardjones.com,(512) 846-1032,List Import
332794,,Joe Thomason,Investment Specialist,First Republic - Los Angeles,jthomason@firstrepublic.com,,
11218845,,James Wallace,,,jwallace@capitolsecurities.com,,Other
10872246,Inactive Investor,Ryan Ames,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Grand Blanc MI 8245 Holly Rd",ryan.ames@raymondjames.com,,Salesforce
11150023,Inactive Investor,Nicholas Czekaj,,NYLIFE Securities LLC,,,Salesforce
11070621,Inactive Investor,Michael Siegel,,Goldman Sachs & Co.,,,Salesforce
10801994,Inactive Investor,Edward Turbush,Financial Advisor,Edward Jones California MD 23330 Cottonwood Pkwy,edward.turbush@edwardjones.com,,Salesforce
11181677,Inactive Investor,Meghan Gazzola,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,meghan.gazzola@fidelity.com,,Salesforce
9570158,,Brett Hasenecz,,,brett.hasenecz@fidelity.com,,List import
10995883,Inactive Investor,Alejandra Arevalo,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,aarevalo@primerica.com,,Salesforce
11193753,Inactive Investor,Dennis Leahy,,"Ameriprise Financial Services, LLC Rochester NY 2024 W Henrietta Rd",dennis.leahy@ampf.com,,Salesforce
9563285,,Leah Sciabarrasi,,,lsciabarrasi@crestwoodadvisors.com,,List import
10952098,Inactive Investor,Hector Daza,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11108583,Inactive Investor,Johanny Pressley,,"Raymond James Financial Services, Inc. Tampa FL 3333 Henderson Blvd",johanny.pressley@raymondjames.com,,Salesforce
11076462,Inactive Investor,Linda Krsnich,Member,JMN Investment Management LLC,linda@jmninvestment.com,,Salesforce
10849447,Inactive Investor,Kevin McGillivray,Financial Advisor,LPL Financial LLC Andover MA 300 Brickstone Sq,kevin.mcgillivray@lpl.com,,Salesforce
10881995,Inactive Investor,Matthew Murray,Financial Advisor,Edward Jones Midland MI 4322 N Saginaw Rd,matt.murray@edwardjones.com,,Salesforce
10867351,Inactive Investor,Michael Rufty,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,mike.rufty.ngf5@statefarm.com,,Salesforce
10762399,Inactive Investor,Brian Beam,Financial Advisor,Edward Jones Lake Saint Louis MO 1000 Lake Saint Louis Blvd,brian.beam@edwardjones.com,,Salesforce
11047182,Inactive Investor,Eric Passeri,Investment Officer,"TrinityPoint Wealth, LLC",epasseri@trinitypointwealth.com,203.693.8517,Salesforce
11013240,Inactive Investor,DaNaire Taylor,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",danaire.taylor@nm.com,,Salesforce
11011647,Inactive Investor,Tyler Laurentius,,Cetera Advisor Networks LLC Paradise Valley AZ 6720 N Scottsdale Rd,,,Salesforce
11009010,Inactive Investor,Darren Conte,Financial Advisor,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",dconte@nationallife.com,,Salesforce
10753817,Inactive Investor,Kana Nakajima,Assistant Vice President;Director,Morgan Stanley New York NY 1585 Broadway,kana.nakajima@morganstanley.com,,Salesforce
10776794,Inactive Investor,Kim Nielsen,Senior Financial Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",kim.nielsen@rbc.com,,Salesforce
11049096,Inactive Investor,Lynn Gallirio,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,lynn.gallirio@ceteraadvisors.com,,Salesforce
11116388,Inactive Investor,Terry Smith,,PFS Investments Inc. Greensboro NC 3924 S Holden Rd,terrymichael.smith@primerica.com,,Salesforce
10906214,Inactive Investor,Frances Salazar,,"Empower Financial Services, Inc Denver CO 480 S Allison Pkwy",frances.salazar@empower.com,,Salesforce
10614585,,Alexander Taub,Financial Advisor,,alexander.taub@raymondjames.com,,List Import
11210430,Inactive Investor,Mauro Cruz,,J.P. Morgan Securities LLC Phoenix AZ 1528 E Buckeye Rd,mauro.cruz@jpmorgan.com,,Salesforce
11012829,Inactive Investor,Shellie Haisch,,"Allstate Financial Services, LLC Olympia WA 3773 Martin Way E",,,Salesforce
10852351,Inactive Investor,Stephen Davis,Advisor;Founder;Managing Director,Net Worth Solutions LLC Scottsdale AZ 15849 N 71st St,,,Salesforce
11237929,Inactive Investor,Brian Bobbitt,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",bbobbitt@performancetrust.com,,Salesforce
11132492,Inactive Investor,Heidi Helmeke,Chief Compliance Officer;Chief Executive Officer;Founder;Owner;President,"Enspyre Wealth Advisors, Inc.",hhelmeke@enspyrewealth.com,,Salesforce
11080461,Inactive Investor,Aweys Abdullatif,,Goldman Sachs & Co.,,,Salesforce
10964794,Inactive Investor,Angela Furubotten-Larosee,Investment Advisor;Owner,"Avea Financial Planning, LLC",angie@aveafp.com,,Salesforce
10920111,Inactive Investor,Theron Cyrus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11042895,Inactive Investor,George Vilfordi,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",george.vilfordi@ampf.com,,Salesforce
10955451,Inactive Investor,Charles Dornbush,Research Analyst,Fisher Investments,,,Salesforce
9631486,,Lee Jie,,,noswear2002@gmail.com,,List import
11196163,Inactive Investor,Andres Mino Varela,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encinitas CA 1340 Encinitas Blvd",,,Salesforce
10647559,,James McClements,,,jtm@rcflp.com,,List Import
11100052,Inactive Investor,Amy Vandonsel,,Thrivent Investment Management Inc. Milaca MN 1010 5th St SE,amy.vandonsel@thrivent.com,,Salesforce
10883757,Inactive Investor,Benjamin Swain,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Hartford CT 11 S Main St",,,Salesforce
11035092,Inactive Investor,Brandon Valentine,Financial Planner,"Osaic Wealth, Inc. Phoenix AZ 426 N 44th St",,,Salesforce
10857573,Inactive Investor,Thomas Over,Member,"Capital Investment Services, LLC",,,Salesforce
11238461,Inactive Investor,Karen Demarco,,Kahn Brothers Advisors LLC,kdemarco@kahnbrothers.com,,Salesforce
10992442,Inactive Investor,Richard Seidel,,PFS Investments Inc. Allentown PA 7310 Tilghman St,rseidel@primerica.com,,Salesforce
9630581,,Connor Higgins,,,leftdotblank@gmail.com,,List import
352631,,Laura Cloud,Relationship Director,"Buckingham Strategic Partners, Llc",lcloud@bamadvisor.com,314-725-0455,Manual List Upload
11219045,,Herbert Millard,,,hmillard@washingtonsecurities.com,,Other
9574689,,Ulla Lonnberg,,,ullonnberg@gmail.com,,List import
11009450,Inactive Investor,Sean Murphy,Financial Professional,GWN Securities Inc. Wayne PA 940 W Valley Rd,smurphy@gwnsecurities.com,,Salesforce
10989562,Inactive Investor,Hunter Satcher,,"Linden Thomas and Company Securities, LLC",hunter.satcher@lindenthomas.com,,Salesforce
10615412,,Seema Khanna,"Executive Director, Financial Advisor, International Client Advisor",,seema.khanna@morganstanley.com,,List Import
10944499,Inactive Investor,James Liddy,Chief Compliance Officer;President,"Alvista Wealth Consulting, LLC Greenwood Village CO 5801 Birch Ct",jliddy@alvistawealth.com,,Salesforce
10890472,Inactive Investor,Tellis Bolton,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,tellis.bolton@primerica.com,,Salesforce
11194875,Inactive Investor,Monte Martin,Financial Advisor,LPL Financial LLC Harlingen TX 1118 E Harrison Ave,keith.martin@lpl.com,,Salesforce
11070915,Inactive Investor,Hoda Bibi,Chief Compliance Officer;Managing Director;President,Sasco Capital Inc,hbibi@sascocap.com,,Salesforce
10429578,,Lina Sheleg,,,sales@topnethub.com,,Web Form Fillout
9578313,,Matthew -,,,matthaydon@gmail.com,,List import
11042877,Inactive Investor,Gail Marcos,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 7796 Montgomery Rd",gail.marcos@ml.com,,Salesforce
10854198,Inactive Investor,Allison Hayes,Financial Advisor,Edward Jones Bentonville AR 904 S Walton Blvd,allison.hayes@edwardjones.com,,Salesforce
10882107,Inactive Investor,Jeffrey Gardner,,Commonwealth Financial Network Richmond TX Private Residence,jgardner@commonwealth.com,,Salesforce
11137155,Inactive Investor,Yuxin Shi,,J.P. Morgan Securities LLC Las Vegas NV 6920 Arroyo Crossing Pkwy,juliana.shi@chase.com,,Salesforce
10915217,Inactive Investor,Rory Carney,Chief Compliance Officer;Managing Member,"Hygge Advisors, LLC",,,Salesforce
10893541,Inactive Investor,Joseph Johansen,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,joseph.johansen@fidelity.com,,Salesforce
9577771,,Barbara Glover,,,bglover@jfswa.com,,List import
11038159,Inactive Investor,Connor Johnson,,Key Investment Services LLC Albany OR 128 3rd Ave SW,connor.johnson@key.com,,Salesforce
11105229,Inactive Investor,Scott Maskel,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Indianapolis IN 800 E 96th St,scott.maskel@morganstanley.com,,Salesforce
11117532,Inactive Investor,Zachary Riffett,Financial Advisor,Edward Jones Kerrville TX 713 Sidney Baker St,zach.riffett@edwardjones.com,,Salesforce
10932520,Inactive Investor,Chad Lindell,,"IFP Securities, LLC Minneapolis MN 7301 Ohms Ln",,,Salesforce
11109942,Inactive Investor,David Rios,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,david.rios@jpmorgan.com,,Salesforce
346629,,Stacy Determann,Service Manager,Midwest Financial,stacy@midwestfinancial.us,712-659-2156,Manual List Upload
11097554,Inactive Investor,Travis Salley,Chief Compliance Officer;Chief Operating Officer;Investment Advisor Representative;Senior Investment Advisor,empiriKal Partners LLC,travis@empirikalpartners.com,,Salesforce
10972108,Inactive Investor,Allison Chang,,Citigroup Global Markets Inc.,allison.chang@citigroup.com,,Salesforce
11062462,Inactive Investor,Miriamne DeMarrais,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,miriamne.demarrais@ubs.com,,Salesforce
10824771,Inactive Investor,Lynn Daly,,"Herbert J. Sims & Co, Inc. Philadelphia PA 2400 Market St",ldaly@hjsims.com,,Salesforce
166269,,Chase Leslie,,[Unknown],tropicalbotanics@gmail.com,,Other
11127613,Inactive Investor,Jonathan Lall,Vice President - Operations;Wealth Advisor,PCG Wealth Management,jlall@pcgstrategies.com,,Salesforce
10944679,Inactive Investor,John Tripp,Financial Advisor;Investment Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",john.tripp@ml.com,,Salesforce
11095183,Inactive Investor,Daniel O'Meilia,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tulsa OK 6060 S American Plaza St E",daniel.omeilia@wfafinet.com,,Salesforce
10849720,Inactive Investor,Philip Thomas,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",phil.thomas@ml.com,,Salesforce
11002130,Inactive Investor,Brandon Marshall,,"Farmers Financial Solutions, LLC Salt Lake City UT 3655 S Highland Dr",bmarshall@farmersagent.com,,Salesforce
9559358,,joe folsom,,,joefolsome@gmail.com,,List import
10778862,Inactive Investor,Robert Palatella,Financial Advisor;Managing Director - Investments;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",robert.palatella@wellsfargoadvisors.com,,Salesforce
11178750,Inactive Investor,James Cox,,"Wells Fargo Advisors Financial Network, LLC Peachtree City GA 101 World Dr",jcox@wfafinet.com,,Salesforce
11035827,Inactive Investor,Stuart Wechsler,,J.P. Morgan Securities LLC Riverside CT 1150 E Putnam Ave,stuart.wechsler@jpmorgan.com,,Salesforce
10856466,Inactive Investor,Perry Vasquez,Chief Executive Officer;President,Vascorp Wealth Advisors,,,Salesforce
11064351,Inactive Investor,Jonathan Grocki,,"Cambridge Investment Research, Inc. Mason MI 368 S Park St",,,Salesforce
10803207,Inactive Investor,Juan Vasconez,Portfolio Associate,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,juan.vasconez@morganstanley.com,,Salesforce
9551750,,Sang Moon Chung,,,sam@plusconnection.net,,List import
10988809,Inactive Investor,Tyler Ochs,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10980713,Inactive Investor,Justin Albright,Chief Technology Officer,Remora Wealth Management Catonsville MD 2 Randolph Springs Ct,justina@remorawealth.com,,Salesforce
10885456,Inactive Investor,Raphael Robert,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9602264,,roberto ueno,,,r_ueno@terra.com.br,,List import
212193,,Cheehoong Lim,,[Unknown],limch989@yahoo.com,,Paid Social
9546142,,Mohammed Sabah,,,sabrex174@gmail.com,,List import
10789603,Inactive Investor,Cruz Lopez,,J.P. Morgan Securities LLC Brownsville TX 1475 Ruben M Torres Sr Blvd,cruz.c.lopez@jpmorgan.com,,Salesforce
163342,,Joshua Giauque,,[Unknown],dmdjosh@gmail.com,,
10773685,Inactive Investor,John Maggiacomo,,"Cambridge Investment Research, Inc. Andover MA Private Residence",,,Salesforce
239800,,Mahad Egal,CEO & Founder,Futures Lab,megal1@hotmail.com,074 94984 176,Event
6951137,,Dennis Curtis,,,nopeno8642@wifame.com,,Web Form Fillout
11187992,Inactive Investor,Juneil Lee,,J.P. Morgan Securities LLC Seattle WA 520 NE Northgate Way,juneil.lee@jpmorgan.com,,Salesforce
9555057,,Jordan Salim,,,jordan@pinnaclefund.com,,List import
9564852,,Rodney Williams,,,rodwilliamsretires@gmail.com,,List import
9624839,,ARTURO DANIEL CHAVEZ BECERRIL,,,achavezb@aol.com,,List import
11087526,Inactive Investor,Darryl Thompson,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",darryl.thompson@raymondjames.com,,Salesforce
9597477,,Sean Mcginn,,,smcginn@bamstl.com,,List import
9646327,,Bill Ding,,,dinghuiliang@gmail.com,,List import
10488991,,Ryan Rayburn,"Assistant Vice President, Financial Planner",Lincoln Financial Advisors Corporation Plano TX 5345 Towne Square Dr,ryanrayburn2001@yahoo.com,972-361-3800,List Import
11199685,Inactive Investor,Robert Baggett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 400 4th St",robert.baggett@ml.com,,Salesforce
11020884,Inactive Investor,Keven Fegans,,PFS Investments Inc. Arlington TX 1201 N Watson Rd,kfegans@primerica.com,,Salesforce
10915889,Inactive Investor,Roberto Tapia,Financial Advisor,Edward Jones Reno NV 4690 Longley Ln,robbie.tapia@edwardjones.com,,Salesforce
10767913,Inactive Investor,Michael O'Connell,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",michael.oconnell@wellsfargoadvisors.com,,Salesforce
11035630,Inactive Investor,Solitaire Dasher,Financial Advisor,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",solitaire.dasher@raymondjames.com,,Salesforce
374390,,David Levorchick,,"Spire Wealth Management, Llc",david@levorchickwealth.com,937-498-1131,Salesforce
9641941,,Francisco Rivera,,,frivera@pariterwmg.com,,List import
10753869,Inactive Investor,Michael Kertyzak,,"Raymond James Financial Services, Inc. Nashua NH 20 Trafalgar Sq",mike.kertyzak@raymondjames.com,,Salesforce
9542364,,Lazaros Neofytou,,,nneophytou3@hotmail.com,,List import
9637375,,Alireza Noroozi,,,ali_noroozi1357@yahoo.com,,List import
11039213,Inactive Investor,Brannon Kling,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",brannon.kling@nm.com,,Salesforce
11204641,Inactive Investor,Jenny Mcconnaughay,,PFS Investments Inc. Greeley CO 1023 39th Ave,jmcconnaughay@primerica.com,,Salesforce
9587285,,Brian Kellett,,,brian@kellettschaffner.com,,List import
11114087,Inactive Investor,Derik Ronci,,"Cambridge Investment Research, Inc. Youngstown OH 8286 South Ave",,,Salesforce
9622093,,Hayk Ghmboyan,,,grahamstephanru@gmail.com,,List import
10777500,Inactive Investor,Valerie Shapiro,Financial Advisor;Financial Planning Analyst;Vice President - Wealth Management,Morgan Stanley New York NY 101 Park Ave,valerie.shapiro@morganstanley.com,,Salesforce
9562181,,Carlos Rosa,,,carlosr.com@gmail.com,,List import
10658588,,Shane Karshner,,,shane.m.karshner@chase.com,,List Import
11098433,Inactive Investor,Meg Vecchi,,Park Avenue Securities LLC,meg_vecchi@glic.com,,Salesforce
11190880,Inactive Investor,Donald Homack,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",donald.homack@ml.com,,Salesforce
197939,,Michael Richards,,[Unknown],mikerichards7@aol.com,,Direct
10867709,Inactive Investor,Michael Gore,Chief Compliance Officer;Managing Member,"Polaris Investment Advisors, LLC",mgore@polarisadv.com,,Salesforce
11047425,Inactive Investor,Patrick King,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,patrickking@janney.com,,Salesforce
11118061,Inactive Investor,Ryan Gill,Financial Consultant,LPL Financial LLC Baton Rouge LA 11307 Coursey Blvd,ryan.gill@lpl.com,,Salesforce
10930868,Inactive Investor,John Burns,,NYLIFE Securities LLC Algona IA 2020 E Oak St,jburns@eaglestrategies.com,,Salesforce
11062086,Inactive Investor,John Downes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11101533,Inactive Investor,James Daniel,Chief Compliance Officer;Financial Planner;Investment Advisor;Managing Principal,The Advisory Firm,james@theadvisoryfirm.net,,Salesforce
11131476,Inactive Investor,Jillian Lewis,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,jillian.lewis@primerica.com,,Salesforce
11185323,Inactive Investor,Peter Waldron,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Irvine CA 400 Spectrum Center Dr",peter.waldron@wellsfargoadvisors.com,,Salesforce
205912,,Kevin Cevallos,,[Unknown],kevin.cevallos1996@gmail.com,,source
10979836,Inactive Investor,Ara Mouradian,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,ara.mouradian@primerica.com,,Salesforce
11149071,Inactive Investor,Damian Reilly,,Cetera Investment Services LLC Clark NJ 1139 Raritan Rd,damian.reilly@ceterais.com,,Salesforce
10966184,Inactive Investor,Tucker Bryan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",tucker.bryan@ml.com,,Salesforce
10979734,Inactive Investor,Victor Flores,,"Allstate Financial Services, LLC El Paso TX 11100 Sean Haggerty Dr",vflores@allstate.com,,Salesforce
11143478,Inactive Investor,Karan Preet,,J.P. Morgan Securities LLC San Francisco CA 2429 California St,karan.preet@jpmorgan.com,,Salesforce
9557183,,LAROSE LEWELLEN,,,larosetrinity@yahoo.com,,List import
10873069,Inactive Investor,Bryan Stanley,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",bryan.stanley@ml.com,,Salesforce
10896301,Inactive Investor,Henry Chen,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10860756,Inactive Investor,Thomas Leeman,,"Steward Partners Investment Solutions, LLC Norfolk VA 999 Waterside Dr",tommy.leeman@stewardpartners.com,,Salesforce
11154318,Inactive Investor,Ronnie House,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,rhouse.4kykh@primerica.com,,Salesforce
11015892,Inactive Investor,Ryan Allaire,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",ryan.allaire@tfaconnect.com,,Salesforce
11093734,Inactive Investor,Steven Levy,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",levyste@stifel.com,,Salesforce
10853914,Inactive Investor,Mark Jenkins,,"Principal Securities, Inc. Newnan GA Private Residence",,,Salesforce
11182789,Inactive Investor,Robert Mckernan,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9569445,,Dustin Cha,,,dustin.cha@citadel.com,,List import
10919320,Inactive Investor,Mia Mcconnell,Client Associate,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,mia.mcconnell@ubs.com,,Salesforce
10882291,Inactive Investor,Scott Vineberg,Investment Advisor Representative,LPL Financial LLC Scottsdale AZ 14362 N Frank Lloyd Wright Blvd,scott.d.vineberg@lpl.com,,Salesforce
11074667,Inactive Investor,Bradley Muntifering,,"Allstate Financial Services, LLC Roseburg OR 2285 NW Stewart Pkwy",,,Salesforce
11162969,Inactive Investor,Tammy Carignan,Financial Advisor;Financial Planning Specialist,Morgan Stanley Portsmouth NH 1 Harbour Pl,tammy.carignan@morganstanley.com,,Salesforce
10941693,Inactive Investor,Joan Russell,,State Farm VP Management Corp. North Fort Myers FL 15201 N Cleveland Ave,joan.schlereth.p0pb@statefarm.com,,Salesforce
9586584,,Sri Tar,,,sritar95@gmail.com,,List import
10830617,Inactive Investor,Philip Summers,,Institutional Securities Corporation Keller TX Private Residence,psummers@iscgroup.com,,Salesforce
10981167,Inactive Investor,Christian Linares,Advisor,Brighton Jones LLC,christian.linares@brightonjones.com,,Salesforce
10800557,Inactive Investor,Nancy Hopp,Senior Client Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,nancy.hopp@ubs.com,,Salesforce
226852,,carlos -,,"Mercer Island Capital Management, LLC",carlos@mitelco360.com,,Initial Salesforce Import
1005003,Inactive Investor,Pallavur Yegneswaran,,Pallavur Yegneswaran,yegnesh@gmail.com,215 353 8967,
9466599,,Andrew Sack,,Andrew Sack,andysack@gmail.com,,Organic Search
9638689,,Kevin Gray,,,kgray@alaskacf.org,,List import
11095382,Inactive Investor,Mary Caulder,Portfolio Associate;Senior Registered Associate,Morgan Stanley Folsom CA 2365 Iron Point Rd,mary.caulder@morganstanley.com,,Salesforce
225112,,Steve Calick,,[Unknown],stevencalick@gmail.com,914-673-9611,
10820505,Inactive Investor,Rick Schofield,Executive Director;Financial Advisor,Money Concepts Capital Corp Saint Peters MO 5600 Mexico Rd,rschofield@moneyconcepts.com,,Salesforce
10864723,Inactive Investor,Wendy Jordan,,"Ameritas Investment Company, LLC",,,Salesforce
10817598,Inactive Investor,Benjamin Short,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",ben.short@nm.com,,Salesforce
9588511,,Darin Simonian,,,darin@newportwealthstrategies.com,,List import
10868397,Inactive Investor,Adam Henderson,Financial Advisor,LPL Financial LLC Temecula CA 28459 Old Town Front St,adam.henderson@lpl.com,,Salesforce
10921717,Inactive Investor,Kristen Nelson,,"Sanford C. Bernstein & Co., LLC",kristen.nelson@bernstein.com,,Salesforce
10837678,Inactive Investor,Sean Stuchen,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",sean_stuchen@ml.com,,Salesforce
10616843,,Matthew Grote,,,matt.grote@edwardjones.com,,List Import
332628,,tianpeng tianpeng,,TBD,tianpeng188111@gmail.com,tianpeng188111@gmail.com,
10835344,Inactive Investor,Michael O Neill,,NYLIFE Securities LLC Redlands CA 1255 W Colton Ave,mjoneill@ft.newyorklife.com,,Salesforce
11169872,Inactive Investor,Hugo Mendoza Solis,Financial Advisor,Edward Jones Sonoma CA 545 3rd St W,hugo.mendoza@edwardjones.com,,Salesforce
9638534,,Karin Geldfeld,,,karin.geldfeld@abbotdowning.com,,List import
10967427,Inactive Investor,Javan Caswell,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,javanlavell.caswell@primerica.com,,Salesforce
10866277,Inactive Investor,Nafeng Hioe,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Chino Hills CA 2180 Los Ranchitos Rd",nafeng.hioe@transamerica.com,,Salesforce
11127193,Inactive Investor,Jeremy Shaw,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10830798,Inactive Investor,Nathanael McCauley,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Vice President - Wealth Management,Morgan Stanley Louisville KY 4969 US Hwy 42,nathanael.mccauley@morganstanley.com,,Salesforce
10931941,Inactive Investor,Francis Consolmagno,,"Cambridge Investment Research, Inc. Staten Island NY 1142B S Railroad Ave",fconsolmagno@cambridgesecure.com,,Salesforce
11063010,Inactive Investor,Armando Partida,,"BFC Planning, Inc. Bakersfield CA 900 Mohawk St",,,Salesforce
10752843,Inactive Investor,Nicole Hoag,Investment Advisor,"Gregory J. Schwartz & Co., Inc.",nicole.hoag@gjsco.com,,Salesforce
11099128,Inactive Investor,Sean Kearns,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Reston VA 11951 Freedom Dr,sean.kearns@morganstanley.com,,Salesforce
9618762,,Robin Kollannur,,,rkollannur@rvx-am.com,,List import
9618869,,Eric DeNatale,,,eric.denatale@citadel.com,,List import
10880047,Inactive Investor,Ralph Zulferino,,Citigroup Global Markets Inc.,,,Salesforce
10659426,,Richard Mildaus,,,richie.mildausjr@chase.com,,List Import
334964,,Diane Klein,Vice President,Pittenger & Anderson Inc,diane@pittand.com,402-328-8800,Manual List Upload
10782954,Inactive Investor,Carmen Campbell,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,carmen_campbell@vanguard.com,,Salesforce
10994159,Inactive Investor,Jackson Wegner,Financial Advisor,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",5thingsyouprobablydontknowaboutmehadaryteamjwegner@monetagroup.com,,Salesforce
225626,,David -,,[[Unknown]],davefrantz1000@gmail.com,,Initial Salesforce Import
11018898,Inactive Investor,Michael Brown,,"MML Investors Services, LLC Hadley MA 10 Bay Rd",,,Salesforce
4849421,,Dolido Luse,,,lusedolido@gmail.com,,Web Form Fillout
10980845,Inactive Investor,Derek Hensley,Wealth Advisor,"Sound Stewardship, LLC",derek@soundstewardship.com,,Salesforce
10783328,Inactive Investor,Jeffrey Ryan,Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeff.ryan@schwab.com,,Salesforce
10662197,,Stuart Loren,,,stuart.loren@fortllc.com,,List Import
9579917,,Patrick Mitchell,,,pmitchell@greenhousefunds.com,,List import
10939830,Inactive Investor,Edward Giuliano,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
11131059,Inactive Investor,Matthew Peters,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",matthew.peters@nm.com,,Salesforce
10908670,Inactive Investor,Christopher Magouirk,Financial Advisor,"Equitable Advisors, LLC Lafayette LA 322B Heymann Blvd",chris.magouirk@equitable.com,,Salesforce
10881901,Inactive Investor,Caroline Coen,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,caroline.coen@jpmorgan.com,,Salesforce
11181846,Inactive Investor,Bruce Bremer,Financial Professional,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",bbremer@financialguide.com,,Salesforce
11158175,Inactive Investor,Madalyn Spitzer,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,,,Salesforce
9638271,,Meghan Kass,,,kass_meghan@wheatonma.edu,,List import
11197558,Inactive Investor,Benjamin Stern,,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",bstern@stifel.com,,Salesforce
11124746,Inactive Investor,William Donahue,,"American Portfolios Financial Services, Inc.",wdonahue@americanportfolios.com,,Salesforce
9645997,,Lee Romeos,,,lr337@msn.com,,List import
11147647,Inactive Investor,David Ross,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,daross@nb.com,,Salesforce
10988775,Inactive Investor,Matthew Keener,,"Allstate Financial Services, LLC Victoria TX 620 E Airline Rd",matthewkeener@allstate.com,,Salesforce
11260551,Inactive Investor,Mccrae Manning,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9634462,,Michael Pierro,,,mpierro@c3cp.com,,List import
9550990,,matt matt,,,matteo.schifano@gmail.com,,
11159058,Inactive Investor,David Klics,Private Client Advisor,J.P. Morgan Securities LLC Warren NJ 9 Mount Bethel Rd,david.a.klics@jpmorgan.com,,Salesforce
11048812,Inactive Investor,Benjamen Jacobs,Advisor;Chief Compliance Officer;Managing Member;Owner,"Jacobs Wealth Management, LLC",bdj@jacobswealthmgmt.com,,Salesforce
10596685,,Jon Bianco,,,jon@definitivesolutions.io,,Web Form Fillout
9636154,,Jason Wood,,,jwood@rothcap.com,,List import
9590989,,Satish Bapat,,,sbapat@ingfunds.com,,List import
10771025,Inactive Investor,Willem Marx,Financial Advisor,"Wells Fargo Clearing Services, LLC Largo FL 2515 W Bay Dr",willem.marx@wellsfargo.com,,Salesforce
3399896,,Ramani letchumonan,,,ramani1601@gmail.com,,Web Form Fillout
9572027,,Lory Molesky,,,lorymole@gmail.com,,List import
11082132,Inactive Investor,Richard Brown,,"Arete Wealth Management, LLC",rick.brown@aretewealth.com,,Salesforce
10980344,Inactive Investor,Michael Fernandez Vazquez,Assistant Vice President,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11033832,Inactive Investor,William Barry,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",william.b.barry@ml.com,,Salesforce
89638,,Nicolás Taccone,,Zuma,nico.taccone@gmail.com,,
11202565,Inactive Investor,Latoya Maddox,Financial Advisor,NAMCOA Marietta GA 2265 Roswell Rd,lmaddox@namcoa.com,,Salesforce
9630648,,Jacob Warren,,,jjwarren44@gmail.com,,List import
10844624,Inactive Investor,William Finnie,,"Dempsey Lord Smith, LLC Suwanee GA Private Residence",william.finnie@dempseyi.com,,Salesforce
11213609,Inactive Investor,Nathaniel Corbitt,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,nathan.corbitt@corient.com,,Salesforce
10940663,Inactive Investor,Odell Daye,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",odell.daye@prudential.com,,Salesforce
11137760,Inactive Investor,Stephen Choate,,J.P. Morgan Securities LLC Salem OR 3509 Commercial St SE,,,Salesforce
10656856,,Karen Comer,,,karen.l.comer@jpmorgan.com,,List Import
10859183,Inactive Investor,Bridget Ruotolo,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",bridget.ruotolo@nm.com,,Salesforce
10792655,Inactive Investor,David Caprio,Family Wealth Advisor;Financial Advisor;First Vice President;Vice President,Morgan Stanley San Rafael CA 1101 5th Ave,david.caprio@morganstanley.com,,Salesforce
10866080,Inactive Investor,Jack Dale,,State Farm VP Management Corp. Coronado CA 1001 B Ave,jack.dale.gxn9@statefarm.com,,Salesforce
9647966,,Claude Reeby,,,claude@power-on.co.za,,List import
10771448,Inactive Investor,Thomas Albert,Financial Advisor,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,thomas.albert@morganstanley.com,,Salesforce
10866002,Inactive Investor,Edward Moody,Co-Founder;Managing Member;Managing Partner,CFM Wealth Partners LLC,edward@cfmwealth.com,,Salesforce
10837872,Inactive Investor,Douglas Hitchcock,,PFS Investments Inc. Cumming GA 327 Dahlonega St,douglas.hitchcock@primerica.com,,Salesforce
10863372,Inactive Investor,Kathy Keadle,,"Independent Financial Group, LLC Augusta GA 3714 Executive Center Dr",,,Salesforce
1001129,Inactive Investor,Shep Moore-Berg,,Goldman Sachs,shep.mooreberg@gs.com,,3rd Party Lead Gen
9618304,,Anand Parekh,,,anand.parekh@alyeskagroup.com,,List import
11019825,Inactive Investor,Timothy Dyer,,J.P. Morgan Securities LLC La Quinta CA 78805 Hwy 111,timothy.dyer@jpmorgan.com,,Salesforce
11002638,Inactive Investor,Nolan Tomlinson,Financial Advisor,"FSB Premier Wealth Management, Inc.",ntomlinson@fsbfs.com,,Salesforce
11238421,Inactive Investor,Drew Wieder,,"Provident Capital Management, Inc.",dwieder@pcminvestment.com,,Salesforce
10839727,Inactive Investor,Manuel Martinho,Financial Advisor;Vice President,Morgan Stanley Charlotte NC 13024 Ballantyne Corporate Pl,manny.martinho@morganstanley.com,,Salesforce
9547887,,Chris Adams,,,cka6468@gmail.com,,List import
11095064,Inactive Investor,Mark Smallwood,Investment Advisor;Qualified Plan Consultant,"Beard Investment Services, Inc.",mark@beardpension.com,,Salesforce
11163921,Inactive Investor,Sarah Wambsganss,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10843096,Inactive Investor,John Harm,,"Wells Fargo Advisors Financial Network, LLC Williston VT 121 Connor Way",john.j.harm@wfafinet.com,,Salesforce
5669328,,Craig Hull,,,hullc7@yahoo.com,,Web Form Fillout
11201332,Inactive Investor,Jessica Penovich,,"Steward Partners Investment Solutions, LLC Safety Harbor FL Private Residence",,,Salesforce
10805443,Inactive Investor,Albert D'Agostino,Financial Planner,"Vicus Capital, Inc. Mechanicsburg PA 5006 E Trindle Rd",,,Salesforce
3778163,,RONALD SWINTON,,,r.swinton6736@student.nu.edu,,Web Form Fillout
9639427,,Paola Nealon,,,pnealon@meketagroup.com,,List import
9637060,,Cathy Pereira,,,cpereira@gencapmgmt.com,,List import
10510649,,Nicole Luka,,GMO,nicole.luka@gmo.com,,List Import
9553364,,Mathieu Carré,,,mathieu@icarre.com,,List import
10817457,Inactive Investor,Collin Goldschmidt,Financial Professional;Partner,"Equitable Advisors, LLC De Pere WI 340 N Wisconsin St",collin.goldschmidt@equitable.com,,Salesforce
9592269,,Paul Llamas-Cuevas,,,paulee1027@gmail.com,,List import
11045617,Inactive Investor,Christopher Smoak,Regional Director,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",christopher.smoak@prudential.com,,Salesforce
11151011,Inactive Investor,David Alzate Vergara,,Vanguard Marketing Corporation,david_alzate-vergara@vanguard.com,,Salesforce
11177267,Inactive Investor,Peter Huffman,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",,,Salesforce
11232751,Inactive Investor,Christopher Kolakowski,,Cetera Investment Services LLC Baltimore MD 300 E Lombard St,,,Salesforce
9645899,,Cole Arledge,,,carledge@austinventures.com,,List import
10757150,Inactive Investor,Jerry McMullen,First Vice President;Relationship Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",jerry.mcmullen@ml.com,,Salesforce
333419,,Kyle Farrell,,Principle Wealth Partners,kfarrell@principlewealthpartners.com,,
9555417,,Katrina Frederick,,,kstarrfrederick@hastingsequity.com,,List import
370439,,Tolga Siber,,siber,gavur1@hotmail.com,32495224151,Google Natural Search
192286,,Neil Smith,,[Unknown],abacoman50@hotmail.com,,source
10981585,Inactive Investor,Katherine Mcconnaughy,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Auburn Hills MI 3401 Auburn Rd,katherine.mcconnaughy@jpmorgan.com,,Salesforce
11217063,,Dharkann Sainani,,,dharkann.sainani@nb.com,,Other
246159,,Not Provided,Principal,D H Cavanaugh Associates,dhc@dhcavanaugh.net,,Manual List Upload
10966550,Inactive Investor,Jonathan Taylor,Senior Wealth Manager,Mayflower Advisors,jonathan.taylor@mayfloweradvisors.com,,Salesforce
10893466,Inactive Investor,Janis Dickey,,"Farmers Financial Solutions, LLC Leawood KS 3817 W 95th St",janis.mmeyer2@farmersagency.com,,Salesforce
10794495,Inactive Investor,Sandra Sutter,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sandra.sutter@jpmorgan.com,,Salesforce
11134687,Inactive Investor,Madison Georgi,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,madison.georgi@fmr.com,,Salesforce
349582,,Brent Williams,Sr. Partner,"Halifax Investment Management, L.l.c.",bwilliams@thehalifaxgroup.com,202-530-8300,Manual List Upload
11020167,Inactive Investor,Nicholas Kavalauskas,,PFS Investments Inc. Dayton OH 8543 N Dixie Dr,nkavalauskas@primerica.com,,Salesforce
10779004,Inactive Investor,Brent Wojtanowicz,Financial Advisor,Edward Jones Tacoma WA 3802 N 26th St,brent.wojtanowicz@edwardjones.com,,Salesforce
11094541,Inactive Investor,Mariana Fenley,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
9559709,,Charles Hawkins,,,charles.hawkins@valic.com,,List import
10781768,Inactive Investor,Craig Zeeb,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,craig.s.zeeb@ubs.com,,Salesforce
9612627,,David Wecker,,,david.wecker@magnetar.com,,List import
10846106,Inactive Investor,Karen Elliot,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",karen.e.elliot@wellsfargoadvisors.com,,Salesforce
10910010,Inactive Investor,Joel Faber,,Cetera Advisor Networks LLC Pleasant Hill CA 3478 Buskirk Ave,,,Salesforce
11055528,Inactive Investor,Sharon Kaplan,Premier Banker,"Wells Fargo Clearing Services, LLC Carson City NV 2424 S Carson St",sharon.kaplan@wellsfargoadvisors.com,,Salesforce
11069739,Inactive Investor,Bradley Jacobson,,"Farmers Financial Solutions, LLC Chico CA 25 Jan Ct",,,Salesforce
10895550,Inactive Investor,Lee Scundi,Chief Investment Officer;President,"Scundi Investment Management, LLC Mountain View CA 888 San Carrizo Way",lee@scundi-invest.com,,Salesforce
11101677,Inactive Investor,Leo Gies,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Lexington KY 3368 Tates Creek Rd,leo.d.gies@jpmorgan.com,,Salesforce
10934335,Inactive Investor,Matthew Dresden,,Cetera Advisor Networks LLC Hartington NE 222 N Broadway Ave,,,Salesforce
9626010,,Shirley Hughes,,,shirleyhughes93@yahoo.com,,List import
10754593,Inactive Investor,Lamar Neagle,Financial Advisor,Morgan Stanley Tacoma WA 1301 A St,lamar.neagle@morganstanley.com,,Salesforce
11035267,Inactive Investor,Derek Sox,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",derek.sox@wellsfargo.com,,Salesforce
9575053,,Donald Montgomery,,,dmontgomery@massmutual.com,,List import
10843668,Inactive Investor,Jacqueline Bos,Chief Compliance Officer;Chief Operating Officer;Vice President,B&C Financial Advisors,jacque@bandcfinancial.com,,Salesforce
11010002,Inactive Investor,Delali Afenya,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",delali.afenya@equitable.com,,Salesforce
10937872,Inactive Investor,Richard Hayes,,NYLIFE Securities LLC Salem OR Private Residence,richardhayes@ft.newyorklife.com,,Salesforce
10959347,Inactive Investor,Jennifer Lindsley,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",jlindsley@massmutual.com,,Salesforce
10988197,Inactive Investor,Christian Boudreaux,,"Allstate Financial Services, LLC Pass Christian MS 7100 Menge Ave",cboudreaux08@allstate.com,,Salesforce
9547148,,Sam Griffin,,,sam.griffin@gmail.com,,List import
9609466,,Josh Wellman,,,amsowellman@gmail.com,,List import
9558359,,Renee Maloney,,,renee.maloney@suntrust.com,,List import
11075880,Inactive Investor,Michael Takazono,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,mntakazono@ft.newyorklife.com,,Salesforce
11128609,Inactive Investor,Jeffery Perry,Financial Advisor,Edward Jones Fairview OR 21935 NE Halsey St,jeff.m.perry@edwardjones.com,,Salesforce
9630551,,Ekta Mourya,,,ektamourya2017@gmail.com,,List import
11115626,Inactive Investor,Matthew Phillips,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,,,Salesforce
10958168,Inactive Investor,Christina Cloud,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",tina.cloud@schwab.com,,Salesforce
10857279,Inactive Investor,Daniel Newton,Financial Associate,Thrivent Investment Management Inc. Blairstown IA Private Residence,dan.newton@thrivent.com,,Salesforce
11021403,Inactive Investor,Thomas Gray,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,thomgray@primerica.com,,Salesforce
4521061,,Rebecca Grammer Ybarra,,,grammer.rebeccaj@gmail.com,,Web Form Fillout
9559587,,Gary Dwight?s,,,gdeight@me.com,,List import
11018270,Inactive Investor,Vincent Maldonado,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,vmaldonado@gwnsecurities.com,,Salesforce
10921419,Inactive Investor,Fahd Lakhani,Chief Compliance Officer;Managing Member,Quantact Capital Advisors LLC,,,Salesforce
9583038,,Stuart Stern,,,stuart@sterncapitalmanagementinc.com,,List import
11149318,Inactive Investor,Sean McCann,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,smccann@ft.newyorklife.com,,Salesforce
11048536,Inactive Investor,Armando Trevino,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11075195,Inactive Investor,Jorge Maquilon,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",jorge_maquilon@ml.com,,Salesforce
10618655,,Barbara Natale,,,barbara.natale@pnc.com,,List import
11140309,Inactive Investor,Kwaku Robinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11022858,Inactive Investor,Janet Weber,,"U.S. Bancorp Investments, Inc. Springfield MO 1615 S Glenstone Ave",janet.weber@usbank.com,,Salesforce
10997394,Inactive Investor,Nathan Schipper,Principal,Thrivent Investment Management Inc.,nathan.schipper@thrivent.com,,Salesforce
11099129,Inactive Investor,Dana Bitterly,Financial Advisor,Morgan Stanley Red Bank NJ 20 Linden Pl,dana.bitterly@morganstanley.com,,Salesforce
9643781,,Chris McConnell,,,mcfid1@gmail.com,,List import
11101808,Inactive Investor,Ryson Shepherd,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11089568,Inactive Investor,David Yaw,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,david_yaw@glic.com,,Salesforce
10821514,Inactive Investor,Todd Selmon,,MWA Financial Services Inc. Amarillo TX 6601 W Interstate 40,todd.m.selmon@mwarep.org,,Salesforce
10769781,Inactive Investor,John Nelson,,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",rick.nelson@wellsfargoadvisors.com,,Salesforce
9587924,,Vipin Nambiar,"Manager, Managing Partner","HN Capital Partners, L.L.C.",vnambiar@hncapitalpartners.com,,List import
10982024,Inactive Investor,Sadie Swisher,Operations Manager,Profusion Financial,sswisher@profusion-financial.com,,Salesforce
11235168,Inactive Investor,Ryan Curwick,Investment Advisor,"Capital Investment Advisors, LLC Phoenix AZ 2141 E Camelback Rd",rcurwick@yourwealth.com,,Salesforce
10800571,Inactive Investor,Peter Landini,Principal;Senior Vice President;Treasurer;Wealth Manager,RBP Investment Advisors Inc.,,,Salesforce
9560339,,clyde harper,,,jolie2014@gmail.com,,List import
9546562,,Michael Levin,,,michaellevin2893@gmail.com,,List import
240281,,Joseph Young,,[Unknown],jyoung@wipflifinancial.com,612-376-4529,Database Upload
10836925,Inactive Investor,Michael Naples,Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,michael.naples@ubs.com,,Salesforce
11098207,Inactive Investor,Matthew Agee,,Cetera Advisor Networks LLC Severna Park MD Private Residence,,,Salesforce
11152235,Inactive Investor,Pablo Ruiz-Berlanga,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
11010955,Inactive Investor,Michael Latimer,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",chad.latimer@nm.com,,Salesforce
228193,, -,,[[Unknown]],arthurtrent@hotmail.co.uk,,Organic Search
9575567,,Adam Piper,,,piper_adam@hotmail.com,,List import
10976744,Inactive Investor,Ryan Selimos,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11020553,Inactive Investor,Salvador Ayala,,"Allstate Financial Services, LLC National City CA 3030 Plaza Bonita Rd",sayala1@allstate.com,,Salesforce
10614680,,Nicholas Vertucci,"Associate Vice President, Financial Advisor, Financial Planning Specialist",,nicholas.j.vertucci@morganstanley.com,,List Import
11138502,Inactive Investor,Kevin Hutnik,,Commonwealth Financial Network Marlboro NJ 49 Circle -520,khutnik@commonwealth.com,,Salesforce
10965910,Inactive Investor,Tarik Shihadeh,Financial Consultant,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",,,Salesforce
11093224,Inactive Investor,Allan Crudale,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",allan.crudale@wellsfargoadvisors.com,,Salesforce
10999980,Inactive Investor,Patricia Larson,,PFS Investments Inc. Oshkosh WI 500 City Ctr,patricia.larson@primerica.com,,Salesforce
10801540,Inactive Investor,Harold Shrier,Registered Principal,LPL Financial LLC Los Angeles CA 1925 Century Park E,steve.shrier@lpl.com,,Salesforce
10879440,Inactive Investor,Marian Asmonda,,Santander Securities LLC Toms River NJ 940 Fischer Blvd,masmonda@santander.us,,Salesforce
349113,,Aaron Cohen,Managing Director,Gtcr Llc,acohen@gtcr.com,312-382-2200,Manual List Upload
10786886,Inactive Investor,Melissa Naumann,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,melissa.jorgensen@fidelity.com,,Salesforce
10769396,Inactive Investor,Shane Kollin,,PFS Investments Inc. Ripon WI 315 Watson St,shane.kollin@primerica.com,,Salesforce
10786627,Inactive Investor,Corey Wrenn,Chief Executive Officer;President;Regulatory Contact,Pecaut Wealth Management,cwrenn@pecautandcompany.com,,Salesforce
10912959,Inactive Investor,Mitone Griffiths,Chief Compliance Officer;Financial Advisor;General Manager,"Vantage Wealth Management, LLC",mitone.griffiths@vantagewealthmgmt.com,,Salesforce
10834818,Inactive Investor,Lillian Cucuzza,Regional Vice President,PFS Investments Inc. Land O Lakes FL 3632 Land O Lakes Blvd,lillian.cucuzza@primerica.com,,Salesforce
10956308,Inactive Investor,David Pokorny,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,david.pokorny@ceterainvestors.com,,Salesforce
11141658,Inactive Investor,Debra Harris,,"Allstate Financial Services, LLC Tooele UT 73 E 1280 N",,,Salesforce
11212722,Inactive Investor,Ria Battisti,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,rbattisti@ft.newyorklife.com,,Salesforce
10904217,Inactive Investor,William Poindexter,Financial Representative;Investment Advisor Representative,"Principal Securities, Inc. Dublin OH 5600 Blazer Pkwy",poindexter.william@principal.com,,Salesforce
9603691,,Laughlin Meagher,,,desunos@gmail.com,,List import
9641203,,Lawrence Ullman,,,lawrence@ullmanwealth.com,,List import
129696,,Lewis Good,,"Securities America Advisors, Inc.",lewis.good@securitiesamerica.com,402-399-9111,
10619231,,Anthony Juozapavich,,,anthony.juozapavich@morganstanley.com,,List Import
117470,,David Howell,Investment Advisor Representative,"Principal Securities, Inc.",howell.david@principal.com,615-377-6780,
11107649,Inactive Investor,Caroline Peek,,"USA Asset Management, LLC Charlotte NC 10800 Sikes Pl",,,Salesforce
10817876,Inactive Investor,Thomas Pyle,,"IBN Financial Services, Inc. Fair Haven VT 651 Rte 22A N",tpyle@ibrokernet.com,,Salesforce
10982065,Inactive Investor,Robert Host,,LPL Financial LLC Odessa FL 3896 Night Star Trl,robert.host@lpl.com,,Salesforce
10879666,Inactive Investor,Julian Lam,,"Charles Schwab & Co., Inc.",,,Salesforce
9562610,,Robert Meyer,,,robtmeyer7@gmail.com,,List import
242956,,Ruben Oliveras,Mr.,Retired,sspc2007@hotmail.com,,Manual List Upload
11052411,Inactive Investor,Lisa Shelton,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,lisa.shelton@morganstanley.com,,Salesforce
10805720,Inactive Investor,Christopher Williams,,"Northwestern Mutual Investment Services, LLC Buffalo NY 5488 Sheridan Dr",chris.williams@nm.com,,Salesforce
11067622,Inactive Investor,Mairelys Salazar,Relationship Banker,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",mairelys.salazar@wellsfargo.com,,Salesforce
11030811,Inactive Investor,Mary Boyd,,"Raymond James Financial Services, Inc. Greensboro NC 108 State St",,,Salesforce
10806444,Inactive Investor,Michael Petri,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Overland Park KS 9401 Indian Creek Pkwy",petrim@stifel.com,,Salesforce
9618822,,Adam Essa,,,adamessauk@gmail.com,,List import
11211393,Inactive Investor,Raymond Duenas,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Winter Garden FL 213 S Dillard St,,,Salesforce
10833549,Inactive Investor,Steven Luterbach,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Waukesha WI W233N2080 Ridgeview Pkwy",,,Salesforce
10796847,Inactive Investor,Gerald Nissly,,LPL Financial LLC Charlestown RI 4160 Old Post Rd,gerald.nissly@lpl.com,,Salesforce
228078,,Jason Allen,,[Unknown],jaysbestforless@gmail.com,,
9572126,,Diederik Ketellapper,,,diederikketellapper@gmail.com,,List import
9549755,,William Scheer,,,gomets1986@aol.com,,List import
11211519,Inactive Investor,Carlos Marquez Ramirez,,J.P. Morgan Securities LLC San Francisco CA 4669 Mission St,carlos.marquez-ramirez@jpmorgan.com,,Salesforce
9636639,,Woon Ng,,,wling@930capital.com,,List import
11150095,Inactive Investor,Andrew Aldridge,,"Farmers Financial Solutions, LLC Fayetteville AR 61 E Sunbridge Dr",,,Salesforce
11147735,Inactive Investor,Kristel Krumrine,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,kristel.krumrine@fidelity.com,,Salesforce
11119470,Inactive Investor,Frank Nerychel,,State Farm VP Management Corp. Greenville MI 120 E Washington St,frank.nerychel.ke75@statefarm.com,,Salesforce
10909125,Inactive Investor,Thomas Tjarnberg,,Citigroup Global Markets Inc.,,,Salesforce
11188706,Inactive Investor,James Aoki,Financial Advisor,LPL Financial LLC Ogden UT 4723 Harrison Blvd,james.aoki@lpl.com,,Salesforce
10859563,Inactive Investor,Jason Derosa,Investment Advisor Representative,TriFound Advisory LLC Fort Myers FL 13450 Parker Commons Blvd,jderosa@trifound.com,,Salesforce
9630114,,Emerick Mary,,,emerick.mary20@gmail.com,,List import
11173445,Inactive Investor,David Spencer,Financial Advisor,LPL Financial LLC Walnut Creek CA 1255 Treat Blvd,david.spencer@lplfinancial.com,,Salesforce
9555105,,Tucker Strange,,,tuckerstrange@gmail.com,,
10803165,Inactive Investor,Christopher Lattimore,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 260 Forbes Ave",chris_lattimore@ml.com,,Salesforce
11131497,Inactive Investor,J Rodriguez-Ordaz,,PFS Investments Inc. Houston TX 1130 Enclave Pkwy,jrodriguez-ordaz@primerica.com,,Salesforce
11189591,Inactive Investor,Christopher Mansfield,Financial Professional,"Equitable Advisors, LLC San Francisco CA 275 Battery St",c.mansfield@equitable.com,,Salesforce
10770491,Inactive Investor,Thomas Wilson,Investment Advisor;Municipal Securities Principal;Owner,Alexander Investment Services Co.,cwilson@aisweb.com,,Salesforce
10783133,Inactive Investor,Patrick Wrenn,,"IFG Advisory, LLC",rwrenn@intfingroup.com,,Salesforce
9600717,,Vandon Duong,,,vandon@stanford.edu,,List import
333679,,John Griffin,Vice President,"The Sterling Group, L.p.",jgriffin@sterling-group.com,713-877-8257,Manual List Upload
11077884,Inactive Investor,Fernando Defariacastrofleury,Managing Director,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11203040,Inactive Investor,James Sturgis,Partner;Principal;Wealth Advisor,"SignatureFD, LLC",colin.sturgis@signaturefd.com,,Salesforce
238368,,benhamilton50@yahoo.co.uk Hamilton,,[Unknown],benhamilton50@yahoo.co.uk,,
11190086,Inactive Investor,Rhys Schaper,Client Service Associate,Morgan Stanley Westport CT 500 Post Road E,,,Salesforce
9545126,,Beth Valentino,,,nfmarino@gmail.com,,List import
11136750,Inactive Investor,Dan Nebeker,,"Farmers Financial Solutions, LLC Ogden UT 3084 S 1900 W",dnebeker@farmersagent.com,,Salesforce
335159,,Breion Rollins,Consultant,"Multnomah Group, Inc.",breion.rollins@multnomahgroup.com,503-772-0159,Manual List Upload
10813124,Inactive Investor,Michael Schwartz,Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,michael.a.schwartz@morganstanley.com,,Salesforce
10944020,Inactive Investor,Richard Beam,,"Osaic Wealth, Inc. Verona NJ 15 Bloomfield Ave",,,Salesforce
11238082,Inactive Investor,JASON HUDES,,TCW FUNDS DISTRIBUTORS LLC,jason.hudes@tcw.com,,Salesforce
9640042,,David Harmon,,,david.harmon@wayne.edu,,List import
10846633,Inactive Investor,Todd Voit,Chief Investment Strategist,"Annex Wealth Management, LLC",tvoit@annexwealth.com,,Salesforce
10847648,Inactive Investor,Todd Shivers,,Sigma Financial Corporation Marysville MI Private Residence,tshivers@sigmarep.com,,Salesforce
11059154,Inactive Investor,David Vandewater,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",david.vandewater@nm.com,,Salesforce
11085312,Inactive Investor,Artemio Mercado,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Hollywood FL 3325 Hollywood Blvd",artemio.mercado@wellsfargo.com,,Salesforce
196669,,Monique Brechter,,[Unknown],msbrechter@gmail.com,,Content
10989240,Inactive Investor,Connor Mahoney,,Newbridge Securities Corporation Montvale NJ 135 Chestnut Ridge Rd,cmahoney@newbridgesecurities.com,,Salesforce
5737852,,Joonhun Lee,,,ljoonhun@gmail.com,,Web Form Fillout
9643726,,Adam Dudenhoeffer,,,adam@fortress-walls.com,,List import
10934515,Inactive Investor,Sandra Binstead,,"NewEdge Securities, Inc. Delray Beach FL 42 N Swinton Ave",,,Salesforce
11096260,Inactive Investor,Devon Pinto,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",devon.pinto@equitable.com,,Salesforce
9596421,,Douglas Johanson,,,doug@vistacp.com,,List import
10873538,Inactive Investor,John Lymath,,"SCF Securities, Inc. Roseville CA 970 Reserve Dr",john.lymath@scfinc.com,,Salesforce
10861808,Inactive Investor,Nicholas Carroll,Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,,,Salesforce
10901340,Inactive Investor,Joe Poran,,SECU Brokerage Services Chapel Hill NC 173 N Chatham Pkwy,joe.poran@ncsecu.org,,Salesforce
10823473,Inactive Investor,Trina Urban,Investment Advisor Representative,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
11154431,Inactive Investor,Jacob Basford,,Cetera Advisors LLC Sacramento CA 1817 Maryal Dr,,,Salesforce
9545425,,Rebecca Levesque,,,rlevesque@capstoneheadwaters.com,,List import
11196693,Inactive Investor,Taylor Billings,,"CapFinancial Securities, LLC. New Orleans LA 601 Poydras St",,,Salesforce
10910279,Inactive Investor,Florence Affatato,Chief Compliance Officer,"Schechter Investment Advisors, LLC Bloomfield Hills MI 39400 Woodward Ave",faffatato@schechterinvestments.com,,Salesforce
11072383,Inactive Investor,Mark Cereghino,,NYLIFE Securities LLC Saint Louis MO Private Residence,mcereghino@ft.newyorklife.com,,Salesforce
10936066,Inactive Investor,Daniel McCarthy,,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,daniel.mccarthy@ubs.com,,Salesforce
11019027,Inactive Investor,Winnie Mei,,J.P. Morgan Securities LLC New York NY 26 Astor Pl,,,Salesforce
10797197,Inactive Investor,Patrick Martin,Financial Advisor,Edward Jones Leesville LA 609 S 5th St,patrick.martin@edwardjones.com,,Salesforce
32895,,Mathias Rick,Financial Advisor,"MML Investors Services, LLC",mrick@financialguide.com,704-541-2778,
186586,,Kendra Weber,,[Unknown],kweberl@gmail.com,,source
11064587,Inactive Investor,Tuyen Nguyen,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,tnguyen31@ft.newyorklife.com,,Salesforce
10935293,Inactive Investor,Brenda Tessier,,"Raymond James Financial Services, Inc.",brenda.tessier@raymondjames.com,,Salesforce
10888955,Inactive Investor,Michael Goodson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside RI 3400 Pawtucket Ave",michael.a.goodson@ml.com,,Salesforce
11170787,Inactive Investor,Khadijah Jenkins,Business Risk Group Manager;Senior Vice President,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11130031,Inactive Investor,Stephen Nannenga,,"Investment Planners, Inc. Bellevue IA 2349 Saint Catherine Rd",stephenn@investment-planners.com,,Salesforce
10644240,,Frank Mahoney,,,frank.mahoney@morganstanley.com,,List Import
11222179,,Ryan Konop,,,ryank@columncapital.com,,List Import
10912451,Inactive Investor,John Woltemate,Financial Advisor,LPL Financial LLC Sugar Land TX 16320 Kensington Dr,john.woltemate@lpl.com,,Salesforce
10488404,,Michael Buss,"Associate Vice President, Private Wealth Advisor",Rockefeller Financial LLC,mbuss@rockco.com,,List Import
10658474,,Chuan Yin,,,chuan.yin@jpmorgan.com,,List Import
10922797,Inactive Investor,Brown Ewing,,"Avantax Investment Services, Inc. Casper WY 600 E 1st St",,,Salesforce
10901906,Inactive Investor,Gary Copeland,,"Brokers International Financial Services, LLC. Kennesaw GA 125 Townpark Dr NW",gcopeland@brokersifs.com,,Salesforce
10785289,Inactive Investor,Steven Tomalin,,J.P. Morgan Securities LLC Snohomish WA 902 2nd St,steven.h.tomalin@jpmorgan.com,,Salesforce
9600582,,Michael Dayoub,,,michael.dayoub@alpha-sav.com,,List import
9643459,,johnny jeee,,,joneyye96@hotmail.com,,List import
213399,,christian montserrat,,[Unknown],christianfirme@gmail.com,,Paid Social
10801714,Inactive Investor,David Parmer,Financial Advisor,Edward Jones Eureka MO 304 Bald Hill Rd,david.parmer@edwardjones.com,,Salesforce
11150507,Inactive Investor,Andrew Williams,,"Kestra Investment Services, LLC Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
11165728,Inactive Investor,Schalk Van Niekerk,Financial Professional,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",schalk.vanniekerk@equitable.com,,Salesforce
11178944,Inactive Investor,Thomas Gleeson,,State Farm VP Management Corp. Palm Springs CA 225 S Civic Dr,tomgleeson@statefarm.com,,Salesforce
339320,,John Slupski,Shareholder,"Wingate Wealth Advisors, Inc.",john.slupski@wingatewealthadvisors.com,781-862-7100,Manual List Upload
11091857,Inactive Investor,Darren Godfrey,,NYLIFE Securities LLC Branson MO Private Residence,ddgodfrey@ft.newyorklife.com,,Salesforce
10988351,Inactive Investor,Alfred Brassfield,,Cetera Investment Services LLC Grenada MS 323 Sunset Dr,,,Salesforce
9609081,,Arvind Bhn,,,arvind.bhushan@gmail.com,,List import
9620901,,cesar b,,,cesarbatresmn@gmail.com,,List import
10976962,Inactive Investor,Alexandra Stricoff,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments,,,Salesforce
11173954,Inactive Investor,Justin Willis,Financial Advisor,Edward Jones Oak Ridge TN 708 S Illinois Ave,justin.willis@edwardjones.com,,Salesforce
10795443,Inactive Investor,Bruce Rogovin,Financial Advisor,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",bruce.rogovin1@wellsfargoadvisors.com,,Salesforce
11052119,Inactive Investor,Rick Dodson,,Edward Jones Lebanon IN 1604 N Lebanon St,rick.dodson@edwardjones.com,,Salesforce
9582825,,Argirios Kiriazidis,,,ari@formulagrowth.ca,,List import
10613474,,Thomas Cavada,"Financial Advisor, Senior Vice President - Wealth Management",,thomas.e.cavada@ubs.com,,List Import
10979777,Inactive Investor,Brandon Dolin,,"MML Investors Services, LLC Reedsville PA 25 Gateway Dr",,,Salesforce
9541116,,Brandon Hunter,,,bhunter@ayco.com,,List import
10827681,Inactive Investor,Leonard Kortekaas,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",len.kortekaas@ml.com,,Salesforce
10889166,Inactive Investor,Samantha Dominguez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",samantha.dominguez@schwab.com,,Salesforce
337289,,Maksym Rybin,,[Unknown],mr@itg-investments.com,,source
11191113,Inactive Investor,John Vanderbaan,,"Raymond James Financial Services, Inc. Hudsonville MI 3185 Corporate Grove Dr",john.vanderbaan@raymondjames.com,,Salesforce
10998100,Inactive Investor,John Laughlin,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",,,Salesforce
11094549,Inactive Investor,Michele Romer,,Fidelity Brokerage Services LLC,michele.romer@fidelity.com,,Salesforce
9572441,,Megan Olsberg,,,molsberg@firstrepublic.com,,List import
11137748,Inactive Investor,Erin Sweitzer,,Commonwealth Financial Network Phoenix AZ 2720 E Camelback Rd,esweitzer@commonwealth.com,,Salesforce
10756423,Inactive Investor,Gerald Ginley,Relationship Manager;Vice President,HSBC Securities (USA) Inc. Buffalo NY 8100 Transit Rd,gerald.ginley@us.hsbc.com,,Salesforce
11027037,Inactive Investor,Gerald Johnston,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Jacksonville FL 4853 Town Center Pkwy",,,Salesforce
11219137,,Brady Schmidt,,,schmidtb@ceteranetworks.com,,Other
11098568,Inactive Investor,Brandon Moritz,Executive Director,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,brandon.p.moritz@jpmorgan.com,,Salesforce
11070631,Inactive Investor,Thomas Wendt,Financial Advisor,"Ameriprise Financial Services, LLC Evanston IL 520 Main St",tom.wendt@ampf.com,,Salesforce
11085148,Inactive Investor,Rosemarie Dellorusso,,NYLIFE Securities LLC,,,Salesforce
226401,, -,,[[Unknown]],james@narellcpa.com,,Initial Salesforce Import
11007996,Inactive Investor,Arnold Abel,Wealth Advisor,Thrivent Investment Management Inc. Marriottsville MD 11100 Barnsley Way,arnold.abel@thrivent.com,,Salesforce
10884080,Inactive Investor,Homer Parsegian,Investment Advisor Representative,"Greenbelt Investment Advisors, LLC",hparsegian@greenbeltadv.com,,Salesforce
11061702,Inactive Investor,Pamela Schiele,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dunkirk MD 2995 Plaza Dr",pamela.schiele@ml.com,,Salesforce
10596544,,Christopher Karam,,,ckaram@finspireme.com,,Web Form Fillout
9664391,,Ted Spo,,,teddy7844@yahoo.com,5614148436,Web Form Fillout
10831259,Inactive Investor,Elana Milianta,Client Advisor;Director,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",elana.milianta@alexbrown.com,,Salesforce
9639312,,Megan Bleil,,,megan.bleil@penningtonptrs.com,,List import
5061720,,Will Bean,,,murph7@gmail.com,,Web Form Fillout
10552696,,Alco Pieren,,,alcopieren@hotmail.com,,Web Form Fillout
10996892,Inactive Investor,David Teper,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",david.teper@lfg.com,,Salesforce
10971032,Inactive Investor,Mildred Guzman Cintron,,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
9563219,,Robert Crandall,,,crandall.robert@principal.com,,List import
10839850,Inactive Investor,Ines Romero,Senior Vice President,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,ines.romero@primerica.com,,Salesforce
9591818,,Michael Hradek,,,michael.hradek@gmail.com,,List import
11159631,Inactive Investor,Jesse Hellyer,,NYLIFE Securities LLC Franklin VA 601 N Mechanic St,jkhellyer@ft.newyorklife.com,,Salesforce
10879080,Inactive Investor,Caroline Barsoum,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,caroline.barsoum@us.hsbc.com,,Salesforce
10856877,Inactive Investor,Jason Carrier,Financial Associate,Thrivent Investment Management Inc. Tampa FL 1307 W Fletcher Ave,jason.carrier@thrivent.com,,Salesforce
10776842,Inactive Investor,Ricardo Marquez,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ricardo.marquez@jpmorgan.com,,Salesforce
10648214,,Jack Mccaddon,,,jack@maiawealth.com,,List Import
10939331,Inactive Investor,Christie Bartley,,"American Fidelity Securities, Inc.",christie.bartley@af-group.com,,Salesforce
11187009,Inactive Investor,Iuliia Stipakov,,J.P. Morgan Securities LLC Parrish FL 11295 US Hwy 301 N,iuliia.a.stipakov@chase.com,,Salesforce
170163,,David Low,,[Unknown],david@luno.com,,
10830193,Inactive Investor,Patrick Ford,Financial Advisor,"Equitable Advisors, LLC Poughkeepsie NY 85 Civic Center Plz",patrick.ford@equitable.com,,Salesforce
10935862,Inactive Investor,Jason Braun,,"Raymond James Financial Services, Inc. Glen Allen VA 4101 Cox Rd",jason.braun@raymondjames.com,,Salesforce
11037364,Inactive Investor,Robert Brock,,Cetera Advisor Networks LLC Glendora CA 216 N Glendora Ave,brockr@ceteranetworks.com,,Salesforce
10899847,Inactive Investor,Mitchell Hutula,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mitchell.hutula@tiaa.org,,Salesforce
10806731,Inactive Investor,Alyssa Morley,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Tacoma WA 1301 A St,alyssa.morley@morganstanley.com,,Salesforce
9631977,,Jason Kaplan,,,jkap1993@gmail.com,,List import
10870014,Inactive Investor,Daniel Goss,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,dgoss@rwbaird.com,,Salesforce
11144418,Inactive Investor,Jason Sykes,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",jason.sykes@truist.com,,Salesforce
11165119,Inactive Investor,Dominic Cain,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",dominic.cain@nm.com,,Salesforce
9606131,,Roy Mediano,,,roymediano88@icloud.com,,List import
2290995,,Mehmet Gündo?du,,,gundogdumehmet44@gmail.com,,
11016306,Inactive Investor,Christine Lade,Financial Advisor,"Ameriprise Financial Services, LLC Belleville WI 110 W Main St",christine.lade@ampf.com,,Salesforce
10585951,,Heki Jasma putra,,,hekyjasma757@gmail.com,,Web Form Fillout
9643388,,Samir Atassi,,,atassi.samir@gmail.com,,List import
9628216,,Allen Romain,,,ifsaromain@att.net,,List import
11178807,Inactive Investor,Clare Mcmillan,Financial Advisor,Edward Jones Wyandotte MI 565 Oak St,clare.mcmillan@edwardjones.com,,Salesforce
11136224,Inactive Investor,Christopher Egland,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9560211,,Steven Bartels,,,steven.bartels@thrivent.com,,List import
10758662,Inactive Investor,Charles May,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Augusta GA 3531 Walton Way Ext,cmay@janney.com,,Salesforce
11099611,Inactive Investor,Tyler Swaim,Senior Wealth Advisor,Cabot Wealth Management,tylers@ecabot.com,,Salesforce
11093244,Inactive Investor,Kevin Fennell,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,kevin.fennell@ceterainvestors.com,,Salesforce
11162939,Inactive Investor,Jon Covlin,Financial Advisor,Morgan Stanley,david.covlin@morganstanley.com,,Salesforce
221830,,Matthew Bloomkrull,Managing Partner,"Olympus Wealth Management, Llc",matt.krull@olympuswealthmanagement.com,801-449-9603,Manual List Upload
9597737,,Robert Penney,,,rpenney@bfsinvest.com,,List import
11162351,Inactive Investor,Robert Patti,,LPL Financial LLC Marietta GA 255 Village Pkwy NE,robert.patti@lpl.com,,Salesforce
10831288,Inactive Investor,Brady Raanes,,"Raymond James Financial Services, Inc. Hattiesburg MS 22 Millbranch Rd",brady.raanes@raymondjames.com,,Salesforce
10957365,Inactive Investor,Michael Kuzara,,Edward Jones Marshall VA 8255C E Main St,michael.kuzara@edwardjones.com,,Salesforce
11005944,Inactive Investor,John Hibbert,,"Pruco Securities, LLC. Camp Point IL 206 S Ohio St",john.hibbert@prudential.com,,Salesforce
10871785,Inactive Investor,Cindy Witwer,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",cindy.witwer@tiaa.org,,Salesforce
9645671,,Ronnie Castro,,,ronnie.castro@gmail.com,,List import
9647255,,Theodore Miracco,,,tmiracco@gmail.com,,List import
10909556,Inactive Investor,Gerald Driscoll,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11158540,Inactive Investor,James Oakley,Chief Compliance Officer;Chief Operating Officer,Seldon Capital LP,james@seldon.capital,,Salesforce
11205565,Inactive Investor,Nicholas Fanneron,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
11111635,Inactive Investor,Robert Shaver,,"The Leaders Group, Inc.",,,Salesforce
9575672,,Paul Sahota,,,psahota@odlumbrown.com,,List import
10619453,,John Mele,,,john.mele.jr@morganstanley.com,,List Import
10771597,Inactive Investor,Thomas Roccograndi,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Hagerstown MD 18045 Garland Groh Blvd",tj.roccograndi@schwab.com,,Salesforce
11119311,Inactive Investor,Carla Fenzel Marchese,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
11093007,Inactive Investor,William Kirst,International Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,william.kirst@ubs.com,,Salesforce
10762298,Inactive Investor,Craig Bottolfson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",craig.bottolfson@ml.com,,Salesforce
336832,,Charles Lytle,Chief Client Officer,Lytle Investments,chas@lytleinvestments.com,716-773-6626,Manual List Upload
11120327,Inactive Investor,Nuzzath Rahman,,J.P. Morgan Securities LLC Oakland Gardens NY 21516 73rd Ave,,,Salesforce
10816241,Inactive Investor,Cole Gordon,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11205600,Inactive Investor,Edward Inchiostro,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ballwin MO 15115 Manchester Rd",edward.inchiostro@ml.com,,Salesforce
10978068,Inactive Investor,Halim Yousef,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",halim.yousef@nm.com,,Salesforce
10827027,Inactive Investor,Krystal Cruz,Senior Complex Risk Officer;Vice President,Morgan Stanley Katy TX Private Residence,krystal.cruz@morganstanley.com,,Salesforce
9584099,,Bernard Fuchs,,,lanny.mclean@ubs.com,,List import
9640344,,Glenn Feaster,,,gfeaster@metlife.com,,List import
57390,,Albert Bloemhof,,South Africa,albert@bloemhof.org.za,,
10948626,Inactive Investor,John Lofrumento,,"Allstate Financial Services, LLC Ballston Lake NY 5 Longkill Rd",johnlofrumento@allstate.com,,Salesforce
10971284,Inactive Investor,Jeffrey Sheppard,Financial Advisor,"FWG Investments, LLC",jeff@familywg.com,,Salesforce
11132876,Inactive Investor,Giuliana Robertson,,J.P. Morgan Securities LLC Chula Vista CA 501 H St,giuliana.m.robertson@jpmorgan.com,,Salesforce
10788594,Inactive Investor,Theresa Meinen,Representative;Senior Vice President,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,theresa.meinen@primerica.com,,Salesforce
10868153,Inactive Investor,Oliver Kim,Managing Director,"Osaic Wealth, Inc. Mineola NY 410 E Jericho Tpke",okim@royalaa.com,,Salesforce
9626905,,Sasha Bush,,,ssmbush@gmail.com,,List import
10917940,Inactive Investor,Sean Setina,,"Truist Investment Services, Inc. Midlothian VA 6512 Harbour View Ct",sean.setina@truist.com,,Salesforce
11076574,Inactive Investor,Jerry Luckett,,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,,,Salesforce
11157981,Inactive Investor,Garrett West,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Grapevine TX 214 E College St",garrett.west@ampf.com,,Salesforce
11107128,Inactive Investor,Farooq Imam,,"Ameriprise Financial Services, LLC San Francisco CA 3 Embarcadero Ctr",farooq.imam@ampf.com,,Salesforce
10869005,Inactive Investor,Janice Holland,,"First Command Brokerage Services, Inc.",jeholland@firstcommand.com,,Salesforce
10644100,,Joe Sanchez,,,joe.sanchez@ceterais.com,,List Import
11157506,Inactive Investor,James Barasha,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",james_barasha@ml.com,,Salesforce
206825,,Mohamed El Halloufi,,[Unknown],halloufimohamed@gmail.com,,source
10899625,Inactive Investor,Veronica Vera,,Fidelity Brokerage Services LLC,,,Salesforce
11128967,Inactive Investor,Stephanie Rodriguez,,J.P. Morgan Securities LLC Fayetteville GA 820 Glynn St S,stephanie.rodriguez@jpmorgan.com,,Salesforce
194737,,BA BA,,[Unknown],newsalbazo@gmail.com,,source
10823512,Inactive Investor,Paul Selzer,Member;Senior Vice President,"TFB Advisors, LLC",josh@taxfavoredbenefits.com,,Salesforce
11032573,Inactive Investor,Christopher Bozas,,"Raymond James Financial Services, Inc. Orlando FL 5950 Hazeltine National Dr",chris.bozas@raymondjames.com,,Salesforce
10850991,Inactive Investor,Jerry Guido,,LPL Financial LLC Herndon VA 200 Spring St,jerry.guido@lpl.com,,Salesforce
10973569,Inactive Investor,Weijia Zhang,,Deutsche Bank Securities Inc.,weijia@deutschewealth.com,,Salesforce
10657762,,Sabrina Lombardo,,,sabrina.lombardo@morganstanley.com,,List Import
10828038,Inactive Investor,Matthew Greenway,Financial Advisor,Edward Jones Painesville OH 2153 Mentor Ave,matt.greenway@edwardjones.com,,Salesforce
10854812,Inactive Investor,Frederic Parke,Private Client Advisor,J.P. Morgan Securities LLC Park City UT 6250 Sagewood Dr,frederic.h.parke@jpmorgan.com,,Salesforce
10895823,Inactive Investor,Daniel Soud,,"Equity Services, Inc. Jacksonville FL 5011 Gate Pkwy",soud_daniel@nlvmail.com,,Salesforce
10486474,,Lee Richardson,,"Wells Fargo Advisors Financial Network, LLC",lee.richardson@wfafinet.com,,List Import
339697,,Esko Korhonen,Managing Partner,Fcp,esko@fcpdc.com,240-395-2000,Manual List Upload
10916051,Inactive Investor,Rick Burger,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,rick_burger@glic.com,,Salesforce
11152737,Inactive Investor,Ryan Amos,,"VALIC Financial Advisors, Inc. Yakima WA 3216 Fruitvale Blvd",ryan.amos@valic.com,,Salesforce
11192414,Inactive Investor,Laura Reynolds,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9618286,,Saika Maeda,,,saika@kylinfund.com,,List import
10949038,Inactive Investor,Jahal Samani,,HSBC Securities (USA) Inc.,,,Salesforce
11127044,Inactive Investor,Patricia Savre,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",patricia.savre@ml.com,,Salesforce
219035,,duy huynh,,[Unknown],duy.huynh.uiv@gmail.com,,Direct
9582356,,Colin Kimpel,,,ckimpel@massmutual.com,,List import
9543601,,matthew gregson-clark,,,mattieclark2020@outlook.com,,List import
10923478,Inactive Investor,Thomas Williams,Financial Planning Associate,Commonwealth Financial Network Islandia NY 1 Suffolk Sq,,,Salesforce
11005249,Inactive Investor,Patricia Way,,"Northwestern Mutual Investment Services, LLC Mitchell SD 2201 N Main St",,,Salesforce
10793948,Inactive Investor,Michelle Bonin,Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",michelle.b.bonin@ampf.com,,Salesforce
10657152,,Katessa Harris-Swain,,,kharrisswain@primerica.com,,List Import
10767269,Inactive Investor,Robert Maguire,Financial Advisor;First Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,robert.e.maguire@morganstanley.com,,Salesforce
10787291,Inactive Investor,Lahnna Morton,,J.P. Morgan Securities LLC Escondido CA 325 W Felicita Ave,lahnna.m.stalnaker@chase.com,,Salesforce
9542083,,Asep Kurniawan,,,kurniawanasep0306@gmail.com,,List import
11155876,Inactive Investor,Jennifer Boldt,,"MML Investors Services, LLC Urbandale IA 2830 100th St",,,Salesforce
10996877,Inactive Investor,Vivian Ferreira Melillo,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Marietta GA 2520 Dallas Hwy SW",vivian.melillo@wellsfargo.com,,Salesforce
11020924,Inactive Investor,Andrew Ferretti,,"Saxony Securities, Inc.",,,Salesforce
11115345,Inactive Investor,Jeanne Gallogly,,PFS Investments Inc. Los Angeles CA 2034 Cotner Ave,jeanne.gallogly@primerica.com,,Salesforce
10898468,Inactive Investor,Anthony Rossi-Berg,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,anthony.rossi-berg@fmr.com,,Salesforce
129121,,Quincy Gerrits,,"Wipfli Financial Advisors, Llc",qgerrits@wipflifinancial.com,,
9585147,,Vic W,,,vweng2013@hotmail.com,,List import
11153057,Inactive Investor,Colin Gaven,,Commonwealth Financial Network Metuchen NJ 3 Amboy Ave,cgaven@commonwealth.com,,Salesforce
7447086,,Tony Crouch,,,crouchta@live.com,,Web form fillout
11127123,Inactive Investor,Wesley Sharp,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10906683,Inactive Investor,Nathan Hamlin,Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9574955,,Drew Adler,,,drew.adler@lfg.com,,List import
10978995,Inactive Investor,Richard Everett,,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",ryan.everett@nm.com,,Salesforce
5142352,,GILAMA STU,,,otbhiglbekg@spacehotline.com,,Web Form Fillout
11171110,Inactive Investor,Jacob Coleman,Investment Advisor,"Continuum Advisory, LLC",,,Salesforce
9598121,,Michael Burley,,,mburley@meridianinvest.com,,List import
10762408,Inactive Investor,Sunil Suri,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",sunil_suri@ml.com,,Salesforce
10788122,Inactive Investor,Jeffrey Day,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Louisville KY 295 N Hubbards Ln",,,Salesforce
9582973,,Steven Chichinsky,,,schichinsky@gmail.com,,List import
199015,,Ryan Lee,,[Unknown],payrolls@gmail.com,,Organic Search
11087158,Inactive Investor,Michael Plunkett,Financial Advisor,Edward Jones Lakeland FL 625 Commerce Dr,michael.plunkett@edwardjones.com,,Salesforce
10954640,Inactive Investor,Brody Slocum,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10646549,,Mitchell Markley,,,mitchell.markley@ubs.com,,List Import
10866766,Inactive Investor,Evan Hayes,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,evan.hayes@fidelity.com,,Salesforce
11001427,Inactive Investor,Cameron Grogan,,"Halo Securities, LLC",,,Salesforce
10979485,Inactive Investor,Tyler Johnson,Wealth Advisor,Bordeaux Wealth Advisors,,,Salesforce
10807519,Inactive Investor,Harry Lackner,Managing Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",ken_lackner@ml.com,,Salesforce
11061894,Inactive Investor,Ashton Ledee,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10895486,Inactive Investor,Thai Hoang,Financial Advisor;Investment Officer;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",hoangth@wellsfargo.com,,Salesforce
11039793,Inactive Investor,Brian Dunphy,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia SC 10136 2 Notch Rd",brian.dunphy1@wellsfargo.com,,Salesforce
10790391,Inactive Investor,Jill Frye,Senior Client Specialist,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,jfrye@rwbaird.com,,Salesforce
9578993,,Andrew Armstrong,,,aarmstrong@ayco.com,,List import
11069840,Inactive Investor,Zachary Dilcher,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11192532,Inactive Investor,Timothy Tryba,Financial Advisor,Edward Jones Altoona WI 2620 Fairway Dr,timothy.tryba@edwardjones.com,,Salesforce
11128498,Inactive Investor,Cortney Williams,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Sacramento CA 1601 Response Rd",cortney.williams@equitable.com,,Salesforce
10897423,Inactive Investor,Mary Stang,Paraplanner,"Ameriprise Financial Services, LLC Tacoma WA 2702 S 42nd St",mary.e.stang@ampf.com,,Salesforce
11194516,Inactive Investor,Denise Marinacci,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",denise.graham@wellsfargoadvisors.com,,Salesforce
10861820,Inactive Investor,Jeff Lader,Financial Advisor,Edward Jones Palm Beach Gardens FL 10625 N Military Trl,jeff.lader@edwardjones.com,,Salesforce
10770264,Inactive Investor,Wanda Roker,,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",wanda.roker@wellsfargoadvisors.com,,Salesforce
11176858,Inactive Investor,Jennifer Hatton,,D.A. Davidson & Co. Coeur D Alene ID 608 Northwest Blvd,,,Salesforce
540,,,,,yellow25jacket0@yahoo.com,,
9552426,,Michelle Nguyen,,,mnguyen@aspiriant.com,,List import
373276,,Previlon Alce,,[Unknown],rikensonalce@yahoo.com,,source
11061452,Inactive Investor,Joshua Lewis,Financial Advisor;Wealth Management Advisor,"Bleakley Financial Group, LLC",josh.lewis@bleakley.com,,Salesforce
10976406,Inactive Investor,Eugene Gallagher,Financial Planner,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",gino.gallagher@nm.com,,Salesforce
9645887,,jack me,,,jack@aol.com,,List import
9645247,,Gary Taylor,,,garytaylor19@gmail.com,,List import
11208468,Inactive Investor,Paul Thomasset,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",paul.thomasset@wfafinet.com,,Salesforce
10970862,Inactive Investor,Panagiotis Tsilios,,PFS Investments Inc. Newton NJ 93 Spring St,ptsilios@primerica.com,,Salesforce
11008942,Inactive Investor,Mahmoud Saleh,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",mahmoud.saleh@prudential.com,,Salesforce
11127949,Inactive Investor,Mildred Cuestas,,"Avantax Investment Services, Inc. Colleyville TX Private Residence",,,Salesforce
10757997,Inactive Investor,Jeffrey Pierce,Team Administrator,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,jeffrey.a.pierce@ubs.com,,Salesforce
11169582,Inactive Investor,Brian Garcia,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Santa Margarita CA 30622 Santa Margarita Pkwy",brian.garcia@wellsfargo.com,,Salesforce
11182149,Inactive Investor,Katelin Shield,Senior Client Service Associate,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,katelin.sailock@ubs.com,,Salesforce
11115546,Inactive Investor,Jodi Powers,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",jodi.powers@wfafinet.com,,Salesforce
11148027,Inactive Investor,William Morris,,LPL Financial LLC Bend OR Private Residence,william.morris@lpl.com,,Salesforce
10892256,Inactive Investor,Stephen Nadas,,Goldman Sachs & Co. Boston MA 125 High St,stephen.nadas@gs.com,,Salesforce
10881434,Inactive Investor,April Dubois,Financial Advisor,Edward Jones Herndon VA 13350 Franklin Farm Rd,april.dubois@edwardjones.com,,Salesforce
10816555,Inactive Investor,Brenda Nelson,,PFS Investments Inc. Tulsa OK 320 S Boston Ave,brenda.nelson@primerica.com,,Salesforce
206926,,Taylor Jobe,,[Unknown],taylor@mktadvisorsllc.com,,source
11230210,Inactive Investor,Dante DeMeo,,NYLIFE Securities LLC New York NY 420 Lexington Ave,dgdemeo@ft.newyorklife.com,,Salesforce
11061958,Inactive Investor,Landry Matingou,,J.P. Morgan Securities LLC Bronx NY 270 E 137th St,,,Salesforce
10963153,Inactive Investor,Undre Griggs,Chief Compliance Officer;Investment Advisor;Managing Member;President,Obsidian Wisdom,,,Salesforce
11013241,Inactive Investor,Ryan Davenport,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,rdavenport@primerica.com,,Salesforce
11008727,Inactive Investor,Anthony Caliri,,Cetera Financial Specialists LLC Cranston RI 1 Worthington Rd,,,Salesforce
10832211,Inactive Investor,John Carver,,"FBL Marketing Services, LLC Mankato MN 1400 Madison Ave",john.carver@fbfs.com,,Salesforce
11143689,Inactive Investor,Christos Hatzis,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",,,Salesforce
10890972,Inactive Investor,Graham Miller,,Commonwealth Financial Network Mercer Island WA 7900 SE 28th St,gmiller@commonwealth.com,,Salesforce
11184450,Inactive Investor,Jennifer Odom,Wealth Manager,Chastain Wealth Management,jennifer@chastainwealth.com,,Salesforce
9646076,,Jo Shcmo,,,joschmo@gmail.com,,List import
10947530,Inactive Investor,Daniel Brennan,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10968116,Inactive Investor,Kyle Brooks,Investment Specialist,"Ameriprise Financial Services, LLC Grand Rapids MI 5136 Cascade Rd SE",kyle.brooks@ampf.com,,Salesforce
10724833,,Ranis Garifzianov,,,graniska1994@gmail.com,,Web Form Fillout
11194011,Inactive Investor,William Brown,,LPL Financial LLC Greenville SC 300 N Main St,josh.brown@lpl.com,,Salesforce
9626797,,Kyle Madak,,,kylemadak5@gmail.com,,List import
10840979,Inactive Investor,Louis Day,Regulatory Contact;Senior Managing Director,"NS Capital, LLC",lday@nscadvisor.com,,Salesforce
11136048,Inactive Investor,Jeffrey Bennert,,Commonwealth Financial Network Cumberland Center ME 60 Tuttle Rd,jbennert@commonwealth.com,,Salesforce
11158916,Inactive Investor,William Dwyer,Associate;Director - Research,Safford Nicholas H & Co Inc,,,Salesforce
9566553,,Jennifer Billiam,,,jennifer.billiam@53.com,,List import
11016206,Inactive Investor,Zachary Smith,,"Raymond James Financial Services, Inc. Lincoln NE 6600 S 27th St",zachary.smith@raymondjames.com,,Salesforce
11220067,,Benjamin Sullivan,,,benjamin.sullivan@wealthspire.com,,Other
10856499,Inactive Investor,Daniel Krauskopf,,"Raymond James Financial Services, Inc. Marysville MI 782 Huron Blvd",dan.krauskopf@raymondjames.com,,Salesforce
346078,,William White,Accounting Project Manager,"Nautic Partners, Llc",wwhite@nautic.com,401-278-6770,Manual List Upload
11232765,Inactive Investor,Dominic Fiorito,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
11128103,Inactive Investor,Molly Hueston,,Goldman Sachs & Co.,,,Salesforce
10967923,Inactive Investor,Spencer Vauthier,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10760553,Inactive Investor,David Carns,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.carns@fidelity.com,,Salesforce
10846223,Inactive Investor,Lauren Wybar,,Vanguard Marketing Corporation,lauren_manni@vanguard.com,,Salesforce
10970630,Inactive Investor,Luke Wilson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,luke_wilson@vanguard.com,,Salesforce
9609092,,Taranga Sen,,,sen.taranga@gmail.com,,List import
9565727,,William Marsh,,,wsmarshjr@gmail.com,,List import
11064419,Inactive Investor,Christopher Pagan,,"CUSO Financial Services, L.P. Colorado Springs CO 4720 Flintridge Dr",,,Salesforce
10806171,Inactive Investor,Troy Groat,,Edward Jones Ballwin MO Private Residence,troy.groat@edwardjones.com,,Salesforce
10905690,Inactive Investor,Leonardo Mesa,Account Executive,Arbor Capital Management Corp Weston FL Private Residence,lmesa@arborcapitalmgt.com,,Salesforce
10774113,Inactive Investor,Paul Feinsinger,,"Avantax Investment Services, Inc. Hobe Sound FL 11616 SE Dixie Hwy",,,Salesforce
10955785,Inactive Investor,Martin Ivanov,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",,,Salesforce
10992545,Inactive Investor,Andrew Ruby,Owner;Wealth Manager,LPL Financial LLC Wheelersburg OH 11664 Gallia Pike Rd,andrew.ruby@lpl.com,,Salesforce
10927158,Inactive Investor,James Schulmire,,"Centaurus Financial, Inc. Tomball TX 14015 Park Dr",,,Salesforce
6517151,,PROBASH DEB NATH,,,probashnath1976@gmail.com,,Web Form Fillout
10926180,Inactive Investor,Robert Steinfeld,,LPL Financial LLC Metairie LA 3223 8th St,robert.steinfeld@lpl.com,,Salesforce
209823,,JC Fernandez-Seoane,,[Unknown],jcfseoane@yahoo.com,,Direct
10866679,Inactive Investor,Ariosvaldo Duarte,,PFS Investments Inc. Collinsville IL 203 W Main St,ariosvaldo.duarte@primerica.com,,Salesforce
9591559,,David Warren-Smith,,,dwarrensmith@yahoo.co.uk,,List import
11159156,Inactive Investor,Jaymi Jarmin,Client Service Coordinator;Compliance Coordinator,"OneAmerica Securities, Inc. Nampa ID Private Residence",jaymi.jarmin@oneamerica.com,,Salesforce
10970014,Inactive Investor,Richard Makope,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,richard.makope@thrivent.com,,Salesforce
10617754,,William Blanchard,,,william.blanchard@ubs.com,,List Import
11193618,Inactive Investor,Joshua Powell,,PFS Investments Inc. Boise ID 6400 W Contractors St,jpowell.6bysc@primerica.com,,Salesforce
10987269,Inactive Investor,James Verbonitz,,"Prudential Annuities Distributors, Inc",james.verbonitz@prudential.com,,Salesforce
10766779,Inactive Investor,Robert Rodgers,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Tulsa OK 2200 S Utica Pl,robert.rodgers@morganstanley.com,,Salesforce
10837982,Inactive Investor,Christopher Durham,Financial Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 2438 Research Pkwy",christopher.b.durham@ampf.com,,Salesforce
9578830,,Wade Curry,,,wcurry@financialguide.com,,List import
11179227,Inactive Investor,Betty Sano,,Cetera Financial Specialists LLC Chesterfield MO 165 Chesterfield Business Pkwy,betty.sano@ceterafs.com,,Salesforce
11217140,,Joseph Elliott,,,joseph.elliott@lpl.com,,Other
11060282,Inactive Investor,Daniel Guarnieri,Registered Client Service Associate,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,,,Salesforce
9608380,,David Hooten,,,omwsholdings@gmail.com,,List import
11061048,Inactive Investor,Stacey Stickle,Financial Advisor,Edward Jones Wauconda IL 121 N Main St,stacey.stickle@edwardjones.com,,Salesforce
11147758,Inactive Investor,Jeremy Rawlins,,Cetera Advisor Networks LLC Atlanta GA 1455 Lincoln Pkwy,,,Salesforce
5142018,,filippo neri,,,filipponeri20@libero.it,,Web Form Fillout
10995404,Inactive Investor,Lona King,Chief Financial Officer,Overwatch Management,,,Salesforce
11094972,Inactive Investor,Andrew Kirchner,Chief Compliance Officer,"ZRC Wealth Management, LLC Walnut Creek CA 200 Pringle Ave",andrew@zrcwm.com,,Salesforce
217933,,Nagendra Juluru,,[Unknown],nprasadjuluru@gmail.com,,Direct
11091741,Inactive Investor,Michelle Colombo,Complex Assistant Manager;Vice President,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",michelle.colombo@rbc.com,,Salesforce
9547899,,Barry Richardson Farr,,,barry@cbibonding.com,,List import
11146563,Inactive Investor,Bradley Fallon,,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",bradley.fallon@goldenstatewm.com,,Salesforce
9571608,,Krishna Kaipenchery,,,kaipenchery@gmail.com,,List import
10795967,Inactive Investor,Shelley Mau,Financial Advisor,"Ameriprise Financial Services, LLC Langhorne PA Private Residence",shelley.y.mau@ampf.com,,Salesforce
248565,,Laurie Cohen,Analyst,D1 Capital Partners LLC,lcohen@d1capital.com,,Manual List Upload
9570831,,Belal Abusaad,,,belloo_7@live.com,,List import
11069939,Inactive Investor,Thomas Courtright,Financial Advisor;Private Wealth Advisor;Senior Vice President,Gladstone Wealth Partners Boca Raton FL 2500 N Military Trl,tcourtright@gladstonewealth.com,,Salesforce
11147245,Inactive Investor,Cristian Douglas Saraiva,,Morgan Stanley,,,Salesforce
11062258,Inactive Investor,Mary McIntosh,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",mary_mcintosh@ml.com,,Salesforce
10787889,Inactive Investor,John Hunter,,BNY Mellon Securities Corporation New York NY 200 Park Ave,john.hunter@bnymellon.com,,Salesforce
11029957,Inactive Investor,Bruce Wilcox,Financial Advisor,SageSpring Wealth Partners,jackson.wilcox@sagespring.com,,Salesforce
10839916,Inactive Investor,Scott Edington,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",scott_edington@ml.com,,Salesforce
10869058,Inactive Investor,Craig Harker,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11025366,Inactive Investor,Richard Farquharson,,PFS Investments Inc. Richmond VA 9411 Hull Street Rd,richard.farquharson@primerica.com,,Salesforce
11199274,Inactive Investor,Oliver Solomon,Private Client Investment Associate,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,oliver.solomon@jpmorgan.com,,Salesforce
10775729,Inactive Investor,Vivian Afriyie,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,vivian.afriyie@morganstanley.com,,Salesforce
11038881,Inactive Investor,Dylan Hendricks,,J.P. Morgan Securities LLC Beaumont TX 350 Dowlen Rd,dylan.hendricks@jpmorgan.com,,Salesforce
10994834,Inactive Investor,Kyle Trombley,Regional Client Advisor,Neuberger Berman BD LLC,kyle.trombley@nb.com,,Salesforce
11087093,Inactive Investor,Patrick McHugh,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,patrick.j.mchugh@jpmorgan.com,,Salesforce
10807468,Inactive Investor,Charles Duckworth,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",,,Salesforce
10963424,Inactive Investor,Judson Whigham,Financial Advisor,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",judson.whigham@raymondjames.com,,Salesforce
191976,,hanan Amitai,,[Unknown],amitaign@hotmail.com,,source
9642116,,Andrew Hartley,,,andrew@lcpinstitutional.com,,List import
10611081,,Amir Alborzi,,,amir@investiacapital.us,,Web Form Fillout
11187993,Inactive Investor,Christina Esparza,,J.P. Morgan Securities LLC Hutto TX 506 Hwy 79,christina.esparza@jpmorgan.com,,Salesforce
205711,,Alexandre Vasarhelyi,,[Unknown],alexandre.vasarhelyi@gmail.com,,Organic Search
11156972,Inactive Investor,Theodore Krammer,Chief Compliance Officer;Managing Member;Principal,Krammer Financial,ted@krammerfinancial.com,,Salesforce
9619298,,Duo Zhao,,,duozhao@gmail.com,,List import
11204310,Inactive Investor,Garrison Leach,Chief Compliance Officer;Managing Member,G.P. Leach Securities LLC,garrison@gpleach.com,,Salesforce
11163427,Inactive Investor,Matthew Lishego,,Mutual of America Securities LLC,matthew.lishego@mutualofamerica.com,,Salesforce
351371,,Ellann Johnson,Managing Director Chicago,Antares Capital Advisers Llc,ellann.johnson@antares.com,312-889-9920,Manual List Upload
10809908,Inactive Investor,Gregory Gullickson,Chairman;Manager;President,Minot Deblois Advisors LLC Boston MA 50 Congress St,,,Salesforce
339659,,Marc Wooten,Senior Wealth Manager,"Keyes, Stange & Wooten Wealth Management, Llc",mwooten@kswwealth.com,386-446-7917,Manual List Upload
10756115,Inactive Investor,Kyle Dileo,Financial Advisor,Morgan Stanley Marlton NJ 303 Lippincott Dr,kyle.dileo@morganstanley.com,,Salesforce
11127299,Inactive Investor,Adam Powell,Financial Planner,"Osaic Wealth, Inc. Weyers Cave VA Private Residence",,,Salesforce
11029270,Inactive Investor,Jeff Newburn,Owner,Plan2Thrive Financial,jeff@plan2thrivefs.com,,Salesforce
9551948,,Yuko Mihara,,,yuko.mihara@uboc.com,,List import
10929655,Inactive Investor,Angela McCarter,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,angela.mccarter@primerica.com,,Salesforce
10883252,Inactive Investor,David Kryder,Financial Professional,"Pruco Securities, LLC. Defiance OH 609 W 3rd St",david.kryder@prudential.com,,Salesforce
349542,,Lance Amano,Senior Vice President,Directed Capital Advisors,lamano@directedcapital.com,727-341-8380,Manual List Upload
10930854,Inactive Investor,David Richmond,,"Centaurus Financial, Inc. San Dimas CA 120 W Bonita Ave",,,Salesforce
10870745,Inactive Investor,Patrick Morrissey,,"Kestra Investment Services, LLC West Hartford CT 29 S Main St",patrick.morrissey@nfp.com,,Salesforce
10869242,Inactive Investor,David Blackwood,Chief Compliance Officer;Founder;Managing Member;President;Wealth Advisor,"Whitespace Financial, LLC La Honda CA 2 La Honda Rd",,,Salesforce
10999547,Inactive Investor,Neil Carr,Financial Planning Associate,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",,,Salesforce
11152592,Inactive Investor,Colleen Felske,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9645743,,Corinne Phillips,,,cunkle@gmail.com,,List import
10918210,Inactive Investor,Geoffrey Team,,LPL Financial LLC Rock Hill SC 157 E Main St,geoffrey.team@lpl.com,,Salesforce
11148873,Inactive Investor,Adam Rutstein,,"Bankers Life Securities, Inc. Jacksonville FL 6620 Southpoint Dr S",adam.rutstein@bankerslife.com,,Salesforce
10971724,Inactive Investor,Nathan Mark,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",nathan.mark@nm.com,,Salesforce
10939596,Inactive Investor,Gregory Stangel,,LPL Financial LLC Cumberland MD 13 Canal St,gregory.stangel@lpl.com,,Salesforce
9565311,,Paul Jobin,,,pjobin@massmutual.com,,List import
9596790,,Brenda Jacobs,,,bjacobs@frontierasset.com,,List import
11132878,Inactive Investor,Thomas Larsen,,J.P. Morgan Securities LLC Englewood NJ 50 Grand Ave,thomas.w.larsen@jpmorgan.com,,Salesforce
11167913,Inactive Investor,Timothy Laughlin,Account Vice President;Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,timothy.laughlin@ubs.com,,Salesforce
11039268,Inactive Investor,Gary Smith,,"Cambridge Investment Research, Inc. Portland ME 75 Pearl St",,,Salesforce
10952455,Inactive Investor,Joaquin Leija,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",joaquin.leija@ml.com,,Salesforce
10956679,Inactive Investor,Henry Hunt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10877582,Inactive Investor,Marc Rossouw,Financial Advisor,Edward Jones Plano TX 5601 Democracy Dr,marc.rossouw@edwardjones.com,,Salesforce
10614273,,Michael Ferrone,Financial Advisor,,mferrone@glic.com,,List Import
346723,,Leanne Kolb,Chief Financial Officer,Silver Creek Advisory Partners Llc,leanne@silvercreekcap.com,206-774-6000,Manual List Upload
9565694,,Kristin Bodnar,,,kristin.bodnar@thrivent.com,,List import
11099866,Inactive Investor,Molly Cozzens,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10910298,Inactive Investor,John Caplan,,"NewEdge Securities, Inc. North Haven CT 110 Washington Ave",,,Salesforce
11133612,Inactive Investor,Jonathon Hollabaugh,Financial Advisor,The Huntington Investment Company Grand Blanc MI 11425 S Saginaw St,jonathon.hollabaugh@huntington.com,,Salesforce
10776017,Inactive Investor,Steven Houlihan,,"Benjamin F. Edwards & Company, Inc. Peoria IL 5832 N Knoxville Ave",steven.houlihan@benjaminfedwards.com,,Salesforce
10662277,,Megan Lepman,,,mlepman@cressetcapital.com,,List Import
10839000,Inactive Investor,Serban Maracine,Financial Advisor,Edward Jones Louisville CO 245 Century Cir,serban.maracine@edwardjones.com,,Salesforce
11086401,Inactive Investor,Sandra Esqueda,Private Client Banker,J.P. Morgan Securities LLC Clovis CA 1810 Herndon Ave,sandra.esqueda@chase.com,,Salesforce
11179210,Inactive Investor,Martin Kovach,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",martin.kovach@wellsfargo.com,,Salesforce
11218435,,Mateo Koster,,,mateo.koster@jpmorgan.com,,List Import
9573271,,John Sweeney,,,msweeney@kmsfinancial.com,,List import
11175322,Inactive Investor,Anthony Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",anthony.johnson@ampf.com,,Salesforce
10935101,Inactive Investor,Mark Schroering,,PFS Investments Inc. Plainfield IN 2680 E Main St,mark.schroering@primerica.com,,Salesforce
11085636,Inactive Investor,Berenice Garcia,Personal Banker,"Wells Fargo Clearing Services, LLC Nipomo CA 555 W Tefft St",berenice.garcia@wellsfargoadvisors.com,,Salesforce
11178897,Inactive Investor,Caden Baggaley,,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,caden.baggaley@lpl.com,,Salesforce
9552093,,John Kubs,,,john.kubs@valic.com,,List import
9599991,,Charles Yurick,,,cyurick@investidi.com,,List import
11166121,Inactive Investor,Omid Sasson,Financial Advisor,Edward Jones Encino CA 16501 Ventura Blvd,omid.sasson@edwardjones.com,,Salesforce
10787648,Inactive Investor,Victoria Paez,Financial Advisor,Edward Jones Chandler AZ 1801 W Queen Creek Rd,vicki.paez@edwardjones.com,,Salesforce
10904704,Inactive Investor,Brenda Fried,Financial Advisor,Edward Jones Towson MD 7801 York Rd,brenda.fried@edwardjones.com,,Salesforce
10907867,Inactive Investor,Sean Mcdougle,Chief Compliance Officer;Chief Investment Officer;Partner,Nest Financial LLC,sean@nestfinancial.net,,Salesforce
10953680,Inactive Investor,Aditya Varma,Associate,J.P. Morgan Securities LLC Walnut Creek CA 1656 N California Blvd,aditya.varma@jpmorgan.com,,Salesforce
11064173,Inactive Investor,Sterling Hansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11062620,Inactive Investor,John Lamontagne,,Cetera Advisor Networks LLC Worcester MA 38 Austin St,jlamontagne@ceteranetworks.com,,Salesforce
150025,,Ore Adefeso,,[Unknown],oadefeso@gmail.com,,Webinar
10959492,Inactive Investor,Hunter Sprankle,Investment Advisor;Senior Investment Professional,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,hunter.sprankle@jpmorgan.com,,Salesforce
11136163,Inactive Investor,Arthur Aycock,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10923921,Inactive Investor,Dylan Alagood,Client Associate;Registered Client Service Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,dylan.alagood@ubs.com,,Salesforce
9565258,,Evan Salmon,,,evansalmon1@hotmail.com,,List import
11254380,Inactive Investor,Daniel Lasalle,,Thrivent Investment Management Inc. Philadelphia PA 2401 Pennsylvania Ave,,,Salesforce
9564740,,Donald Ratte,,,donald.e.ratte@ampf.com,,List import
184446,,Galan Daukas,,Bradley Foster & Sargent Inc,gdaukas@bfsinvest.com,(203) 338-0800,
5424461,,Jeff Neufeld,,,jrneufeld@wisc.edu,8477510435,Web Form Fillout
11201067,Inactive Investor,Ted Norman,Financial Advisor,"Ameriprise Financial Services, LLC Rapid City SD 731 Saint Joseph St",ted.j.norman@ampf.com,,Salesforce
10964892,Inactive Investor,Doyle Shell,,"Raymond James & Associates, Inc.",doyle.shell@raymondjames.com,,Salesforce
10971382,Inactive Investor,Andrea Valera,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,,,Salesforce
10782886,Inactive Investor,Douglas Macrae,,"Raymond James Financial Services, Inc. Sacramento CA 555 University Ave",douglas.macrae@raymondjames.com,,Salesforce
10777717,Inactive Investor,Allan Herzog,Managing Director,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",allan.herzog@wellsfargoadvisors.com,,Salesforce
9584572,,John Ache,,,john@davidhuckin.com,,List import
11138225,Inactive Investor,Elin Haegeland,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",,,Salesforce
9562923,,Brody O?Connor,,,b.a.f.oconnor@gmail.com,,List import
9547962,,Brad Patterson,,,patterson198036@gmail.com,,List import
9546122,,d g,,,hnqxfltzd@gmail.com,,List import
10770943,Inactive Investor,Brian Clark,Financial Advisor,Edward Jones Prescott Valley AZ Private Residence,,,Salesforce
10935672,Inactive Investor,Thomas Whitnah,Senior Vice President,360 Financial,twhitnah@360financial.net,,Salesforce
11035303,Inactive Investor,Mark Burgdorf,,Cetera Advisors LLC Fairview Heights IL 6001 Old Collinsville Rd,,,Salesforce
11116051,Inactive Investor,Richard Watson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11148048,Inactive Investor,John Nunes,Financial Advisor,LPL Financial LLC Seekonk MA 25 Lake St,jack.nunes@lpl.com,,Salesforce
10922534,Inactive Investor,Giovanni Canicatti,Financial Advisor,"Pruco Securities, LLC. Westbury NY 265 Post Ave",giovanni.canicatti@prudential.com,,Salesforce
9647382,,Dave Woodburn,,,davewoodburn123@gmail.com,,List import
9567560,,Liyuan Du,,,ldu@paraport.com,,List import
10930925,Inactive Investor,Robert Warren,,"Benjamin Securities, Inc.",rwarren@benjaminsecurities.com,,Salesforce
10785734,Inactive Investor,Michael Boucher,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",michael.boucher@wellsfargoadvisors.com,,Salesforce
64413,,Justin Klawitter,Financial Consultant,Thrivent Investment Management Inc.,cody.klawitter@thrivent.com,262-679-3280,
10767911,Inactive Investor,Kevin Martin,Financial Advisor;Managing Director;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Los Angeles CA 444 S Flower St,kevin.martin@morganstanley.com,,Salesforce
11113898,Inactive Investor,Lourdes Vila,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",lourdes.vila@equitable.com,,Salesforce
9577849,,Jonathan Alvarez,,,jhonny@ricemining.com,,List import
10767063,Inactive Investor,Elizabeth Fleming,Chief Compliance Officer;Senior Vice President;Vice President,"Armstrong, Fleming & Moore, Inc.",efleming@afmfa.com,,Salesforce
216329,,Balasubramanian Srihari,,[Unknown],sriharipsg@gmail.com,,Event
11020688,Inactive Investor,Alyssa Padden,Advisor,Neuberger Berman BD LLC,alyssa.padden@nb.com,,Salesforce
10838647,Inactive Investor,Raymond Pruzinsky,Financial Advisor,"SeaCrest Wealth Management, LLC",rpruzinsky@seacrestwm.com,,Salesforce
10881380,Inactive Investor,Jared Mire,,Cetera Investment Services LLC Baton Rouge LA 8550 United Plaza Blvd,jared.mire@ceterais.com,,Salesforce
10834606,Inactive Investor,Richard Nolte,Financial Advisor,"Ameriprise Financial Services, LLC Decatur IL 2490 N Water St",richard.a.nolte@ampf.com,,Salesforce
10957462,Inactive Investor,Randi Berneche,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
8480933,,Garrett Hynson,,True North Financial Planning,ghynson@mytruenorthfp.com,(215) 647-6393,List Import
239170,,Curtis Runnels,,[Unknown],curtis.runnels@yahoo.com,,source
10938729,Inactive Investor,Dean Shaw,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,dean.shaw@primerica.com,,Salesforce
9570997,,Kamran Moghtaderi,"Chief Investment Officer, Founder, Managing Principal","Eversept Partners, L.P.",km@eversept.com,,List import
10840288,Inactive Investor,Michael Jacobs,,"Cambridge Investment Research, Inc. North Olmsted OH 29691 Lorain Rd",,,Salesforce
159374,,Eric Osburn,,[Unknown],eao_oae@yahoo.com,,Paid Social
9613547,,Sean Stringer,,,seanstringer@outlook.com,,List import
165297,,John Jarecki,,[Unknown],jjarecki@yahoo.com,,
1002420,Inactive Investor,Brian Morgan,Senior Research Analyst,Edgehill Endowment Partners,b.morgan@edgehillendowment.com,(203) 654-3552,
9575414,,Andrés Felipe Arboleda Londoño,,,marlondon123@hotmail.com,,List import
10883347,Inactive Investor,Charles Evans,Managing Director;Vice President,"Ameriprise Financial Services, LLC Monterey CA 1 Lower Ragsdale Dr",chuck.r.evans@ampf.com,,Salesforce
11178997,Inactive Investor,Shelley Boyce,Financial Planner,Commonwealth Financial Network Carlsbad CA 2784 Gateway Rd,sboyce@commonwealth.com,,Salesforce
10837166,Inactive Investor,Matthew Crispin,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,matthew.crispin@morganstanley.com,,Salesforce
11172199,Inactive Investor,Roman Shlyakhetko,Chief Operating Officer,Financial Navigators Inc.,roman@financialnav.com,,Salesforce
10797699,Inactive Investor,James Nelson,Financial Advisor,Edward Jones Wichita KS 1095 N Greenwich Rd,james.nelson@edwardjones.com,,Salesforce
7540561,,roth roth,,zhz,madoto6798@oniecan.com,,Web Form Fillout
11027663,Inactive Investor,Donald Dye,,PFS Investments Inc. Denver CO 1776 S Jackson St,donald.dye@primerica.com,,Salesforce
11088143,Inactive Investor,Timothy Posey,General Counsel,Pinnacle Investment Advisors,,,Salesforce
10815658,Inactive Investor,Jonathan Hampton,Financial Advisor,Edward Jones South Bend IN 1001 N Hickory Rd,jonathan.hampton@edwardjones.com,,Salesforce
11204145,Inactive Investor,Ernest Braunwalder,,"Farmers Financial Solutions, LLC Rancho Cucamonga CA 8560 Vineyard Ave",,,Salesforce
10891531,Inactive Investor,Sylvia Robbins,Financial Advisor,Edward Jones Abingdon VA 230 Charwood Dr,sylvia.robbins@edwardjones.com,,Salesforce
10942660,Inactive Investor,Catalina Valente,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,catalina.valente@jpmorgan.com,,Salesforce
9555273,,Scott Hackney,,,scott.hackney@iwmusa.com,,List import
10989520,Inactive Investor,Whitney Thompson,,The Huntington Investment Company Brooklyn MI 310 S Main St,whitney.m.harvey@huntington.com,,Salesforce
10763793,Inactive Investor,Julie Frederick,Financial Advisor,Edward Jones Mitchell SD 1204 W Havens Ave,julie.frederick@edwardjones.com,,Salesforce
11119959,Inactive Investor,Michael Maglio,Financial Planner,LPL Financial LLC Totowa NJ 999 Riverview Dr,michael.maglio@lpl.com,,Salesforce
9601630,,Andres Cavazos,,,andrescavazos2@gmail.com,,List import
10858187,Inactive Investor,Thomas Davis,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",tdavis@stifel.com,,Salesforce
11116378,Inactive Investor,William Pino,,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,william.pino@primerica.com,,Salesforce
10890875,Inactive Investor,Carson Cooper,Financial Advisor,Edward Jones Opelika AL 200 S 8th St,carson.cooper@edwardjones.com,,Salesforce
10773069,Inactive Investor,Rocco Cassone,Financial Advisor,Morgan Stanley Charleston SC 850 Morrison Dr,rocky.cassone@morganstanley.com,,Salesforce
11023356,Inactive Investor,Shannon Stiles,,"Allstate Financial Services, LLC Wichita KS 10011 W 21st St N",shannonstiles@allstate.com,,Salesforce
10913322,Inactive Investor,Shaun Crawley,Financial Advisor,LPL Financial LLC Atlanta GA 1025 Virginia Ave,shaun.crawley@lpl.com,,Salesforce
9618567,,Frederick Wang,,,frederick.wang@grandway.com,,List import
10989070,Inactive Investor,Arrion Fletcher,,J.P. Morgan Securities LLC Valley Stream NY 270 N Central Ave,arrion.e.fletcher@chase.com,,Salesforce
11198060,Inactive Investor,Jonathan Krieghauser,,Country Capital Management Company Lacon IL 316 5th St,jonathan.krieghauser@countryfinancial.com,,Salesforce
11041458,Inactive Investor,Gregory Holle,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,gholle@primerica.com,,Salesforce
10894403,Inactive Investor,John Wilkinson,,Wedbush Securities Inc. Dallas TX 5949 Sherry Ln,john.wilkinson@wedbush.com,,Salesforce
9646682,,chaeyoung KIM,,,kimgongbu1234@gmail.com,,List import
11034948,Inactive Investor,Sean Silver,,Fidelity Brokerage Services LLC,sean.silver@fidelity.com,,Salesforce
11199906,Inactive Investor,Matthew Nostrand,,Morgan Stanley Chicago IL 10 S Riverside Plz,matthew.nostrand@morganstanley.com,,Salesforce
10861640,Inactive Investor,Thad Krasnesky,Financial Advisor,Edward Jones Lansing KS 712 1st Ter,thad.krasnesky@edwardjones.com,,Salesforce
11089526,Inactive Investor,Andrea Mientkiewicz,,Purshe Kaplan Sterling Investments Erie PA 235 W 6th St,amientkiewicz@pksinvest.com,,Salesforce
11022445,Inactive Investor,Keegan Clark,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10942717,Inactive Investor,Joshua Barnett,,LPL Financial LLC Baton Rouge LA 10235 Jefferson Hwy,josh.barnett@lpl.com,,Salesforce
11089994,Inactive Investor,Scott Bussy,Chief Investment Officer;Managing Director,"Bearing Financial Advisors, LLC",sbussy@bearingfinancial.com,,Salesforce
11132412,Inactive Investor,Regina Cross,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,regina.cross@gs.com,,Salesforce
11013432,Inactive Investor,Shawn Allen,,"American Fidelity Securities, Inc.",shawn.allen@americanfidelity.com,,Salesforce
10879737,Inactive Investor,Walker Brady,Senior Client Service Associate,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",walker.brady@raymondjames.com,,Salesforce
11219460,,Brian Whinnery,,,brian.whinnery@lpl.com,,Other
9546466,,Alexander Perry,,,aoperry925@gmail.com,,List import
10860690,Inactive Investor,Joshua Spitz,,Jefferies LLC Miami FL 1450 Brickell Ave,jspitz@jefferies.com,,Salesforce
11118976,Inactive Investor,Jeffrey Leone,Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 111 Founders Plz",jeffrey.a.leone@ampf.com,,Salesforce
10861828,Inactive Investor,John Carpenter,,Fidelity Brokerage Services LLC Gainesville FL 720 SW 2nd Ave,john.carpenter@fidelity.com,,Salesforce
11051259,Inactive Investor,Janeale Galanida,,Vanguard Marketing Corporation,janeale_galanida@vanguard.com,,Salesforce
10991604,Inactive Investor,Stef Carmichael,Vice President - Private Client Services,Fisher Investments,,,Salesforce
11212421,Inactive Investor,Hervey Blalock,Investment Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,hervey.f.blalock@jpmorgan.com,,Salesforce
11160617,Inactive Investor,Ellis Moore,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley,ellis.o.moore@morganstanley.com,,Salesforce
10840750,Inactive Investor,Justin Schuessler,Financial Advisor,Edward Jones Seattle WA 6041 California Ave SW,justin.schuessler@edwardjones.com,,Salesforce
11129125,Inactive Investor,Job Positano,,"Avantax Investment Services, Inc. Scio OH 108 E Main St",,,Salesforce
10658598,,Julie Larocque,,,julie.larocque@marshmma.com,,List Import
10656240,,Brian Given,,,bgiven@zacks.com,,List import
11064249,Inactive Investor,Kevin Fisher,Financial Advisor,Edward Jones Portland OR 4111 SE Division St,kevin.r.fisher@edwardjones.com,,Salesforce
9635382,,Steven Bell,,,stevenb@retirewithtrue.com,,List import
10841191,Inactive Investor,Robin Zhao,Financial Advisor,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,robin.zhao@ubs.com,,Salesforce
11158729,Inactive Investor,Ilona Friedman,,"Kestra Investment Services, LLC Dallas TX 16400 Dallas Pkwy",ifriedman@kestrafinancial.com,,Salesforce
11083121,Inactive Investor,Robert Liddle,,Cetera Investment Services LLC Minneapolis MN 7301 Ohms Ln,robert.liddle@ceterainvestors.com,,Salesforce
5078990,,Deborah Joseph,,,deb@afgconsultants.com,,Web Form Fillout
11157005,Inactive Investor,Brad Jantz,Chief Investment Officer;Vice President,Bolthouse Investment Management Services,,,Salesforce
11072730,Inactive Investor,Irina Lurye,,Citigroup Global Markets Inc.,irina.lurye@citi.com,,Salesforce
11013486,Inactive Investor,Todd Adams,,"The Leaders Group, Inc.",,,Salesforce
11163479,Inactive Investor,Heather Drebenstedt,Branch Manager;Financial Planner,LPL Financial LLC Fort Wayne IN 7912 Carnegie Blvd,heather.drebenstedt@lpl.com,,Salesforce
11049317,Inactive Investor,Brian Sherman,,"Avantax Investment Services, Inc. Bloomfield NJ 36 George St",,,Salesforce
6159646,,Dave Taylor,,,davetaylor@pacbell.net,7143904227,Web Form Fillout
11170601,Inactive Investor,John Hofstra,Associate Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",john.hofstra@ml.com,,Salesforce
11090626,Inactive Investor,David Barbee,,J.P. Morgan Securities LLC New York NY 277 Park Ave,david.barbee@jpmorgan.com,,Salesforce
11206028,Inactive Investor,David Rensvold,Financial Advisor,LPL Financial LLC Polson MT 49573 US Hwy 93,david.rensvold@lpl.com,,Salesforce
10807311,Inactive Investor,Jacoby West,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
10876536,Inactive Investor,Harris Kirschner,Investment Advisor Representative;Senior Wealth Advisor,3rd Creek Investments,hkirschner@3rdcreek.com,,Salesforce
9642234,,M.abdulsalam zeneddin,,,mzeneddin@gmail.com,,List import
11123402,Inactive Investor,Samuel Remy,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,samuel.a.remy@jpmorgan.com,,Salesforce
9594560,,Stanley Evans,,,stan@stanevansfinancial.com,,List import
11052610,Inactive Investor,Matthew Haas,Senior Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Louisville KY Private Residence",mhaas@tiaa-cref.org,,Salesforce
11213346,Inactive Investor,Sierra Sun,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
10843365,Inactive Investor,Adam Lorraine,Senior Vice President,Aegis Capital Corp. Lighthouse Point FL Private Residence,alorraine@aegiscap.com,,Salesforce
11022013,Inactive Investor,Oscar Perez-Zamora,,J.P. Morgan Securities LLC Santa Maria CA 401 S Broadway,oscar.perez-zamora@jpmorgan.com,,Salesforce
10807951,Inactive Investor,Calvin Hepper,Financial Advisor,"Ameriprise Financial Services, LLC Fargo ND 2300 13th Ave S",dean.hepper@ampf.com,,Salesforce
10658873,,Wiktoria Borowski,,,wiktoria.borowski@chase.com,,List Import
9563929,,Badr Benassila,,,benassila.badr@me.com,,List import
10950574,Inactive Investor,Carolyn Mendelson,Chief Compliance Officer,"Frank, Rimerman Advisors LLC",cmendelson@frankrimerman.com,,Salesforce
10906910,Inactive Investor,Kristopher Lindley,Private Wealth Advisor,Integrated Wealth Concepts LLC San Diego CA 12555 High Bluff Dr,kristopher.lindley@ifpadvisor.com,,Salesforce
10851982,Inactive Investor,Michael Chang,Financial Advisor,LPL Financial LLC Hilo HI 101 Aupuni St,michael.chang@lpl.com,,Salesforce
11138503,Inactive Investor,Michael Ruggieri,Financial Advisor,Commonwealth Financial Network Warwick RI 91 Toll Gate Rd,ruggieri@commonwealth.com,,Salesforce
11166020,Inactive Investor,Devon Schwartzwalder,Client Assistant,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,dschwartzwalder@rwbaird.com,,Salesforce
10926549,Inactive Investor,Michael Groves,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
348128,,Barry Sholem,Partner,"Msd Partners, L.p.",bsholem@msdpartners.com,212-303-1650,Manual List Upload
9605682,,Rhonda Kennedy,,,rubytender1359@gmail.com,,List import
11080441,Inactive Investor,Gabrielle Tartakovsky,,Goldman Sachs & Co.,,,Salesforce
9642182,,David Vaughan,,,dvaughan@saionline.com,,List import
10811232,Inactive Investor,Walter Keith,,"Raymond James Financial Services, Inc. Clarksville TN 2681 Townsend Ct",walter.keith@raymondjames.com,,Salesforce
10960969,Inactive Investor,Matthew Adkins,,Edward Jones Brunswick OH 2875 Center Rd,,,Salesforce
11018756,Inactive Investor,Scott McAdam,,PFS Investments Inc. Clive IA 8230 Hickman Rd,scott.mcadam@primerica.com,,Salesforce
203411,,Jade La Croix,,[Unknown],jlacroix10@gmail.com,,
10928695,Inactive Investor,Neal Regino,Investment Advisor Representative,"Equity Services, Inc. Media PA 1400 N Providence Rd",nregino@nationallife.com,,Salesforce
10616088,,Patrick Rodgers,,,patrick.rodgers@ampf.com,,List Import
9593427,,Wharton Court,,,wcreit@gmail.com,,List import
9605771,,John Song,,,john.song@pnc.com,,List import
11146030,Inactive Investor,Elizabeth Fuchsman,,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",,,Salesforce
10921565,Inactive Investor,Dana O'Toole,,"Frost Brokerage Services, Inc. Kingwood TX 2710 W Lake Houston Pkwy",dana.o-toole@frostbank.com,,Salesforce
11133811,Inactive Investor,Juanita McCormick,,Copper Financial Oklahoma City OK 10201 S Western Ave,,,Salesforce
10759376,Inactive Investor,Bess McKay,Associate Regional Risk Officer;Executive Director,Morgan Stanley San Francisco CA 101 California St,bess.mckay@morganstanley.com,,Salesforce
11049968,Inactive Investor,Stephen Owen,Chief Executive Officer,The London Company of Virginia,sowen@tlcadvisory.com,,Salesforce
10777523,Inactive Investor,Douglas Schultz,,NYLIFE Securities LLC Frankfort IL 21229 S La Grange Rd,daschultz@ft.newyorklife.com,,Salesforce
10922606,Inactive Investor,Alexander Garner,,"Cambridge Investment Research, Inc. Bradenton FL 1201 6th Ave W",,,Salesforce
10880077,Inactive Investor,Stephanie Croft,Senior Advisor,"Moneta Group Investment Advisors, LLC",scroft@monetagroup.com,,Salesforce
11024259,Inactive Investor,Carolyn Fleury,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",carolyn.fleury@ml.com,,Salesforce
11123034,Inactive Investor,Barata Arthur,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,barata.j.arthur@jpmorgan.com,,Salesforce
371998,,Jim Beard,,United States,jimbeard@q.com,,Salesforce
11167325,Inactive Investor,Brock Lindsay,,"Farmers Financial Solutions, LLC Broomfield CO 770 Burbank St",blindsay@farmersagent.com,,Salesforce
9540620,,Yang Kenetic IP Limited,,Kenetic Capital,yang.zhao@kenetic.capital,,List import
162799,,Plamen Savchev,,[Unknown],pl.savchev@hotmail.com,,
10835182,Inactive Investor,James Wong,Financial Advisor,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,james.wong@lpl.com,,Salesforce
11081994,Inactive Investor,Sydney Long,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11118259,Inactive Investor,Angie Lintz,,State Farm VP Management Corp. La Vista NE 7318 Harrison St,,,Salesforce
10804969,Inactive Investor,Cheri Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cheri.johnson@fidelity.com,,Salesforce
9594603,,Hongmin Chang,,,syabang77@gmail.com,,List import
197951,,Tuan Le,,First Republic,tule@firstrepublic.com,,Organic Search
10804000,Inactive Investor,Ralph Doudera,Chief Executive Officer,Spectrum Financial Inc Virginia Beach VA 2940 N Lynnhaven Rd,ralph@investspectrum.com,,Salesforce
10864783,Inactive Investor,Tanner Dreiling,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10982409,Inactive Investor,Keith Butler,Wealth Manager,"Annex Wealth Management, LLC",kbutler@annexwealth.com,,Salesforce
11078526,Inactive Investor,Robert Dwonch,,"Calton & Associates, Inc. Boise ID 1215 S Maple Grove Rd",robert.dwonch@calton.com,,Salesforce
11142105,Inactive Investor,Dawn Durbin,Director;Senior Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",dawn.durbin@ml.com,,Salesforce
11111359,Inactive Investor,Joshua Crouch,Investment Executive,"Fifth Third Securities, Inc. Kalamazoo MI 6040 Stadium Dr",joshua.crouch@53.com,,Salesforce
11100838,Inactive Investor,Larry Cahoj,,"Avantax Investment Services, Inc. Atwood KS 703 N 4th St",,,Salesforce
11128554,Inactive Investor,Robert Scherne,,Vanguard Marketing Corporation,robert_scherne@vanguard.com,,Salesforce
10856323,Inactive Investor,Edward Monserrate,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Springfield MO 901 E Saint Louis St",edward.j.monserrate@ampf.com,,Salesforce
10983940,Inactive Investor,Samuel Rice,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",,,Salesforce
11137531,Inactive Investor,Jack Davis,,NYLIFE Securities LLC Indianapolis IN 500 E 96th St,jmdavis03@ft.newyorklife.com,,Salesforce
9585777,,Pamela Hardin,,,phardin@fwmria.com,,List import
11024569,Inactive Investor,Mengjie Hu,,EF Hutton LLC,,,Salesforce
11064347,Inactive Investor,Natalie Pavey,,"Cambridge Investment Research, Inc. Grinnell IA 909 Main St",,,Salesforce
9603094,,Mark Olivier,,,markro70@gmail.com,,List import
10859942,Inactive Investor,Sanford Schmidt,Chief Compliance Officer;President,Catalyst Wealth Management,sandy@schmidtfinancial.com,,Salesforce
10647982,,Lauren Allison,,,lauren.stahl@fmr.com,,List Import
10793491,Inactive Investor,Patricia Winske,,"Cambridge Investment Research, Inc. Alpharetta GA 12640 Crabapple Rd",,,Salesforce
10931150,Inactive Investor,Justin Fornataro,Financial Advisor,"Raymond James & Associates, Inc. Sarasota FL 2 N Tamiami Trl",justin.fornataro@raymondjames.com,,Salesforce
201083,,Michael Angelini,,[Unknown],mtc99ht@gmail.com,,product
10394100,,Eli Thomas,,,firedawg173@gmail.com,,Web Form Fillout
11059420,Inactive Investor,Scott Hudson,Chief Compliance Officer;Chief Investment Officer,S.H. Capital Management Corp. Boca Raton FL 301 NE 51st St,scott@shcapitalmgmt.com,,Salesforce
11147777,Inactive Investor,Yusif Seyidov,,"Wells Fargo Clearing Services, LLC",,,Salesforce
203647,,Kevin Port,"Advisor, Performance Improvement Healthcare, Finan",EY,kevin.port@ey.com,,Event
11125019,Inactive Investor,Phuong Lam,,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",jake.lam@wellsfargo.com,,Salesforce
11173522,Inactive Investor,James Ross,,LPL Financial LLC Lagrange IN 516 S Detroit St,james.ross@lpl.com,,Salesforce
374097,,James Todd,,[Unknown],mary.hewson1087@gmail.com,,Salesforce
11203554,Inactive Investor,Michael Pollard,Financial Advisor,Mountain Capital Investment Advisors Inc,mpollard@mountaincapital.us,,Salesforce
9641750,,Andrew Rader,,,arader@capital-invest.com,,List import
10862756,Inactive Investor,Eugene Muenchau,,"Osaic Wealth, Inc. Saint Paul MN 7845 3rd St N",,,Salesforce
7257998,,jesus gonzalez,,,jesus.gonzaleztorrijos@gmail.com,,Web form fillout
9620635,,Roshaan Siddiqui,,,siddiqui.roshaan@gmail.com,,List import
10999952,Inactive Investor,Molly Dinnin Haines,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",,,Salesforce
10647196,,Ryan Waller,,,ryan.waller@transamerica.com,,List Import
11190055,Inactive Investor,Ryan Kropp,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",ryan.m.kropp@nm.com,,Salesforce
10844870,Inactive Investor,Jenna Maida,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,jenna.gardner@fidelity.com,,Salesforce
11183455,Inactive Investor,Tiffany Swetich,,State Farm VP Management Corp. Ely NV 298 11th St E,tiffany.swetich.pl6o@statefarm.com,,Salesforce
10784466,Inactive Investor,Peter Scott,Branch Manager;Senior Director,Oppenheimer & Co. Inc. Monroeville PA 2790 Mosside Blvd,peter.scott@opco.com,,Salesforce
227699,, -,,[Unknown],osparkz2461@gmail.com,,
11209054,Inactive Investor,Timothy Reis,Financial Advisor,Merit Financial Advisors West Bend WI 4524 Dollar Dr,treis@meritfa.com,,Salesforce
10924447,Inactive Investor,Matheus Do Egito Pereira Dos Sant,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10926642,Inactive Investor,Kavan Panchal,Financial Advisor,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,kavan.panchal@jpmorgan.com,,Salesforce
11198059,Inactive Investor,Anthony Etnier,,Country Capital Management Company Salem IL 106 Cross Creek Blvd,anthony.etnier@countryfinancial.com,,Salesforce
10982860,Inactive Investor,Seth Alexander,Financial Advisor,Edward Jones Bowling Green KY 1143 Fairway St,seth.alexander@edwardjones.com,,Salesforce
10647205,,Russ Stallings,,,russ.stallings@edwardjones.com,,List Import
6955741,,efhgng jki,,,comig27335@pubpng.com,,Web Form Fillout
10644636,,Matthew Smith,,,matthew.m.smith@jpmorgan.com,,List Import
374679,,Austin Miller,Investment Advisor,Miller Financial Services Llc,austin@millerfinancialplanning.com,269-781-5129,Manual List Upload
9561858,,Christine Everett-Frantonius,,,chris@everettwealthsolutions.com,,List import
11053903,Inactive Investor,Troy Broderick,,Perella Weinberg Partners LP,broderick@pwpartners.com,,Salesforce
10996616,Inactive Investor,Lin Zhou,,J.P. Morgan Securities LLC Irvine CA 4543 Campus Dr,,,Salesforce
10976629,Inactive Investor,Micah Borne,,"Allstate Financial Services, LLC Denham Springs LA 2281 S Range Ave",,,Salesforce
10761676,Inactive Investor,John Shropshire,,"Wells Fargo Clearing Services, LLC Winston-Salem NC 100 N Main St",john.shropshire@wellsfargoadvisors.com,,Salesforce
11102560,Inactive Investor,Michael Delgaudio,,Fidelity Brokerage Services LLC,,,Salesforce
10767774,Inactive Investor,Michael Smith,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Dayton OH 7777 Washington Village Dr,michael.s2.smith@morganstanley.com,,Salesforce
11045324,Inactive Investor,Daniel Reinwald,,"Avantax Investment Services, Inc. Irvine CA 530 Technology Dr",,,Salesforce
9589699,,Steven Decillis ii,,,sdecillis@aeainvestors.com,,List import
10896434,Inactive Investor,Natalie Estabrooks,Wealth Manager,LPL Financial LLC Rochester NY 3169 Chili Ave,natalie.estabrooks@lpl.com,,Salesforce
11223179,,Carl Endy,,,carl.endy@marinerwealthadvisors.com,,List Import
206915,,Tammi Fisher,Investment Manager,[Unknown],tammi.fisher@rfcapital.com, +61 (0)2 8277 6000,Database Upload
10891693,Inactive Investor,Maria Malave,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,maria.malave@jpmorgan.com,,Salesforce
10997600,Inactive Investor,Kelsey Lynch,,"Muriel Siebert & Co., LLC Omaha NE 18045 Oak St",,,Salesforce
10993425,Inactive Investor,Bobby Elijah,,J.P. Morgan Securities LLC Bothell WA 912 164th St SE,bobby.elijah@jpmorgan.com,,Salesforce
10848124,Inactive Investor,Kevin Hebson,Chief Compliance Officer;President,Kevin Hebson & Company,,,Salesforce
9611423,,bayhaki ramli,,,bayhakiramli@gmail.com,,List import
10780524,Inactive Investor,John Carroll,Senior Vice President;Wealth Advisor,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,charlie.carroll@morganstanley.com,,Salesforce
10996602,Inactive Investor,Tracie Peterson,,PFS Investments Inc. Cheyenne WY 2319 Pioneer Ave,tpeterson@primerica.com,,Salesforce
11145484,Inactive Investor,Ciro Aguilar,,PFS Investments Inc. Norwalk CA 12440 Firestone Blvd,ciro.aguilar@primerica.com,,Salesforce
10601028,,Carmen Gonzalez,,,carmitayreydi@yahoo.com,,Web Form Fillout
10774254,Inactive Investor,Gary Kogel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",gary.kogel@ml.com,,Salesforce
10755333,Inactive Investor,Amber Seiler,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 20 Greenway Plz",amber.seiler@ml.com,,Salesforce
11023381,Inactive Investor,Leeza Snyderman,Assistant General Counsel;Legal Counsel,PFS Investments Inc.,lsnyderman@primerica.com,,Salesforce
9554719,,Andrew Hoffman,,,ahoffman@fimadvisors.com,,List import
10863606,Inactive Investor,Caroline Corcoran,Investment Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,caroline.corcoran@citi.com,,Salesforce
11068175,Inactive Investor,Kaled Rocha,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Houston TX 5505 Kirby Dr,kaled.rocha@jpmorgan.com,,Salesforce
11016787,Inactive Investor,Ashley Gredys,Senior Client Service Associate,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,ashley.m.may@morganstanley.com,,Salesforce
11200757,Inactive Investor,Joseph Joyce,District Leader,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,joseph.joyce@primerica.com,,Salesforce
11097296,Inactive Investor,Patrick McGarry,,"Raymond James Financial Services, Inc. Ogden UT 952 Chambers St",patrick.mcgarry@raymondjames.com,,Salesforce
10911287,Inactive Investor,Susan Ng,,"Transamerica Financial Advisors, Inc Elmhurst NY 9002 Queens Blvd",susan.ng@tfaconnect.com,,Salesforce
11065320,Inactive Investor,Miracle Johnson,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,1larv@primerica.com,,Salesforce
5326812,,Lewis Jones,,,lewisjones.ma@gmail.com,,Web form fillout
372879,,Prajwal K p,,[Unknown],prajwalpgowda93@gmail.com,,source
10915510,Inactive Investor,Mary Starry,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10825484,Inactive Investor,Christopher Barlow,Financial Advisor,Edward Jones Argyle TX 2648 FM 407 E,kit.barlow@edwardjones.com,,Salesforce
10855701,Inactive Investor,Cheri Johnson,,USA Financial Securities LLC Gig Harbor WA 4221 Harborview Dr,,,Salesforce
6082312,,Wayman Smith,,,sigap89317@chnlog.com,,Web Form Fillout
10884834,Inactive Investor,Mark Kuperstock,Chief Compliance Officer;Founding Partner;Managing Member;Principal,"Mulholland & Kuperstock Asset Management, LLC",8mkuperstock@mk-am.com,,Salesforce
11109071,Inactive Investor,Jason Su,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jason_su@vanguard.com,,Salesforce
9619535,,Tong Xie,,,thomasxtong@gmail.com,,List import
10965611,Inactive Investor,Jack Fisher,Client Service Associate,"Raymond James & Associates, Inc. Kirkland WA 3500 Carillon Pt",jack.fisher@raymondjames.com,,Salesforce
10887903,Inactive Investor,Scott Koch,,PFS Investments Inc. Omaha NE 4611 S 96th St,scott.koch@primerica.com,,Salesforce
10617733,,Dean Turner,,,dean_turner@ml.com,,List Import
11068518,Inactive Investor,John Summerlin,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,john.summerlin@fidelity.com,,Salesforce
11021693,Inactive Investor,Gary Rome,,"IFP Securities, LLC Jacksonville FL 11045 River Creek Dr E",gary.rome@ifpartners.com,,Salesforce
10759392,Inactive Investor,Brian Couch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.couch@fidelity.com,,Salesforce
11186846,Inactive Investor,Ray Cox,Branch Manager;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Medford OR 3103 Signature Ct,ray.cox@morganstanley.com,,Salesforce
10839288,Inactive Investor,Ramsey Abu-Shair,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11162242,Inactive Investor,Andrew Rogers,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11057848,Inactive Investor,Nicholas Caruso,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",nicholas.caruso@schwab.com,,Salesforce
10814938,Inactive Investor,Todd Sherman,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Mount Laurel NJ 1015 Briggs Rd",todd.sherman@raymondjames.com,,Salesforce
9602300,,Linda Cook,,,lcook@gilbertcook.com,,List import
11105447,Inactive Investor,Craig Herman,,Stirlingshire Investments,,,Salesforce
10779450,Inactive Investor,John Sundstedt,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,john.sundstedt@morganstanley.com,,Salesforce
246017,,Stacey Not Provided,SVP,Forbes Tate Partners,srolland@forbes-tate.com,,Manual List Upload
11085957,Inactive Investor,Lisa Calcavecchia,,Cetera Advisor Networks LLC Avon CT 10 Avon Meadow Ln,,,Salesforce
11153591,Inactive Investor,Paul Huddle,,"Independent Financial Group, LLC Long Beach CA 490 Pine Ave",phuddle@ifgrr.com,,Salesforce
11222469,,Dorothy Fuller,,,dorothyf@efsadvisors.com,,List Import
11077130,Inactive Investor,Shane Wiehl,,"Stifel Independent Advisors, LLC Hutchinson KS 6210 N Tobacco Rd",wiehls@stifelindependence.com,,Salesforce
11002940,Inactive Investor,Lashunda Durham,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,lashundamdurham@primerica.com,,Salesforce
10657464,,Edward Davies,,,edward_n_davies@ml.com,,List Import
11180441,Inactive Investor,William Blankenship,,LPL Financial LLC The Villages FL 3507 Wedgewood Ln,william.blankenship@lpl.com,,Salesforce
213149,,Michael Lydigsen,"Assistant Vice President, Financial Center Manager, Preferred Program Specialist","Fifth Third Securities, Inc.",michael.lydigsen@53.com,708-346-7195,
11069427,Inactive Investor,Malcolm Reader,,GMS Group Boca Raton FL 2600 N Military Trl,mreader@gmsgroup.com,,Salesforce
11187710,Inactive Investor,Michael Willeford,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",michael.r.willeford@ml.com,,Salesforce
11052912,Inactive Investor,William Miller,,Cetera Financial Specialists LLC Springfield MO 2305A S Blackman Rd,trey.miller@ceterafs.com,,Salesforce
10904548,Inactive Investor,Kendall Redmon,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",kendall.redmon@ml.com,,Salesforce
10903753,Inactive Investor,Yasser Arrocha,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",yasser.arrocha@ml.com,,Salesforce
10942402,Inactive Investor,John Leonard,,LPL Financial LLC Stillwater MN Private Residence,,,Salesforce
10815073,Inactive Investor,Michael McCranie,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",michael.mccranie@ampf.com,,Salesforce
11201171,Inactive Investor,Robert Pacheco,,PFS Investments Inc. Brooklyn NY 77 Sands St,robert.pacheco@primerica.com,,Salesforce
10972126,Inactive Investor,John Marrotte,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.marrotte@fmr.com,,Salesforce
10812826,Inactive Investor,Paul O'Dwyer,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
11015343,Inactive Investor,Amanda Devilbiss Fuller,Chief Compliance Officer;Director - Strategic Planning,H&H Retirement Design and Management Inc,,,Salesforce
9563345,,Melissa Mansfield,,,mmansfield@focusfinancial.com,,List import
11143734,Inactive Investor,Steven Brandenburg,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
10986897,Inactive Investor,Jordan Kirk,Investment Consultant,"Charles Schwab & Co., Inc. Lynnwood WA 19020 33rd Ave W",,,Salesforce
9640367,,Federico Foglia,,,federico.foglia@ceresiobank.com,,List import
10897909,Inactive Investor,Ricardo Enrique Gonzalez Bello,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
11194377,Inactive Investor,Craig Vanderschoor,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,craig.vanderschoor@ubs.com,,Salesforce
9596473,,J B,,,jasonburgbacher@gmail.com,,List import
10767289,Inactive Investor,Nancy Dennin,,Morgan Stanley Baltimore MD 1201 Wills St,nancy.dennin@morganstanley.com,,Salesforce
10807735,Inactive Investor,Matthew Green,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,matthew.green@ubs.com,,Salesforce
11039052,Inactive Investor,Lisa Jackson-Zeno,,PFS Investments Inc. Artesia CA 18732 Corby Ave,lisa.jacksonzeno@primerica.com,,Salesforce
9639751,,Donald MacDonald,,,donald.macdonald@1832.ca,,List import
9599780,,M M,,,piemartina@gmail.com,,List import
10913460,Inactive Investor,John Imming,,"AE Financial Services, LLC",,,Salesforce
11196735,Inactive Investor,Rodney Robinson,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",rodney.robinson@equitable.com,,Salesforce
10768133,Inactive Investor,Dharmesh Vora,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Member,"Vora Wealth Management, PLLC",dharmesh@vorafinancial.com,,Salesforce
10778289,Inactive Investor,Scot Sinkler,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cleveland OH 30050 Chagrin Blvd",,,Salesforce
10942956,Inactive Investor,Shigio Kevin,,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,kevin.shigio@jpmorgan.com,,Salesforce
11118967,Inactive Investor,Creighton Hayworth,Financial Advisor,"Ameriprise Financial Services, LLC Rocky Mount NC 108 Zebulon Ct",creighton.hayworth@ampf.com,,Salesforce
11109098,Inactive Investor,Nathan Victor,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,nathan.victor@primerica.com,,Salesforce
10620099,,Georgia Kyriacou,,,gkyriacou@wintrustwealth.com,,List Import
9543114,,Amelia Brown,,,ameliabrownabn@gmail.com,,List import
10995431,Inactive Investor,Lauren Ehrhardt,,LPL Financial LLC New York NY 300 Park Ave,lauren.ehrhardt@lpl.com,,Salesforce
9623730,,Amadeo Brands,,,amadeo@eoi.digital,,List import
11101251,Inactive Investor,Michelle Corella,,PFS Investments Inc. El Paso TX 1200 Golden Key Cir,michelle.corella@primerica.com,,Salesforce
11175927,Inactive Investor,Daniel Fetty,Financial Advisor,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",dan.fetty@raymondjames.com,,Salesforce
10925040,Inactive Investor,Gail Leonard,,"J.W. Cole Financial, Inc.",gail.leonard@jw-cole.com,,Salesforce
10844305,Inactive Investor,William Hambor,Financial Advisor,Edward Jones Lake Charles LA 4070 Nelson Rd,bill.hambor@edwardjones.com,,Salesforce
11056013,Inactive Investor,Betty Sullivan,,"First Horizon Advisors, Inc. Murfreesboro TN 305 W Northfield Blvd",btsullivan@ftbadvisors.com,,Salesforce
10809460,Inactive Investor,Jorge Ragde,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Woodland Hills CA 21650 Oxnard St,jorge.ragde@morganstanley.com,,Salesforce
11200791,Inactive Investor,Christina Thiele,,"Osaic Wealth, Inc. Bend OR 19785 Village Office Ct",,,Salesforce
11232996,Inactive Investor,Katherine Ferrazzara,,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",,,Salesforce
10786057,Inactive Investor,Robert Loftus,,Goldman Sachs & Co.,robert.loftus@gs.com,,Salesforce
10996965,Inactive Investor,Irving Tochez Salinas,,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,irving.tochez-salinas@ubs.com,,Salesforce
11056586,Inactive Investor,George Raymond,Division Leader,PFS Investments Inc. Overland Park KS 7400 W 132nd St,,,Salesforce
101807,,thomas bonney,,CBIZ,tbonney@cbiz.com,215 512 7957,
11013834,Inactive Investor,Jasmine Benyshek,,"Raymond James Financial Services, Inc. Fort Worth TX 4200 S Hulen St",jasmine.benyshek@raymondjames.com,,Salesforce
128358,,Douglas Corp,,Financial Engines Advisors L.l.c.,dcorp@financialengines.com,,
11171230,Inactive Investor,Barbara Kyrillos,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,barbara_kyrillos@vanguard.com,,Salesforce
9644389,,Chittur Narayan,,,cpnarayan@gmail.com,,List import
10799243,Inactive Investor,Anne Salinda,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",annemichelle.salinda@wellsfargoadvisors.com,,Salesforce
11212874,Inactive Investor,Edward Grossmann,Financial Advisor,Edward Jones Virginia Beach VA 109 S Lynnhaven Rd,ed.grossmann@edwardjones.com,,Salesforce
249339,,Jill Matesic,,,jill.matesic@schwab.com,,
11145965,Inactive Investor,Saranya Turner,Senior Wealth Strategy Associate,UBS Financial Services Inc. Everett WA 1604 Hewitt Ave,saranya.turner@ubs.com,,Salesforce
11122373,Inactive Investor,Kimberly Anderson,Financial Advisor,LPL Financial LLC Pittsford NY 15 Schoen Pl,,,Salesforce
9957356,,Will M,,Matuschek Capital,info@matuschekcapital.com, -,Web form fillout
9552817,,Linda Storms,,,linda@newenglandcapital.com,,List import
10771002,Inactive Investor,Prince Thomas,Associate Complex Manager;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,prince.thomas@morganstanley.com,,Salesforce
335529,,Michael Evans,Member,"Claris Advisors, Llc",mevans@amdfs.com,314-655-5504,Manual List Upload
10488061,,Jeffrey Yarckin,"Chief Operating Officer, Executive Managing Director, Managing Member",TriGate Management LLC,jyarckin@trigatecapital.com,,List Import
10773987,Inactive Investor,Zandra Hare,,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",zandra.l.hare@wellsfargo.com,,Salesforce
217934,,Burak Pulat,,[Unknown],burakpulat@gmail.com,,Direct
221660,,abm financial,,[Unknown],merwin@abmfn.com,,source
10695774,,Jack Kosinski,,East End Financial Group,jfkosinski@eefgcorp.com,,List Import
11000286,Inactive Investor,Hunter Bodnar,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",,,Salesforce
11050780,Inactive Investor,Terry Balinski,,"Farmers Financial Solutions, LLC Estes Park CO 1751 N Lake Ave",tbalinski@farmersagent.com,,Salesforce
9583631,,Sid Nadkarni,,,sid@bitterrootcapital.com,,List import
9608225,,mar ss,,,mathew.czy@gmail.com,,List import
10614160,,Gary Pollick,Financial Advisor,,gary.pollick@wellsfargoadvisors.com,,List Import
231780,,Ben Johnson,,[Unknown],bjohnson@ftportfolios.com,,
240338,,craig tanimoto,,[Unknown],craigtanimoto@gmail.com,,Direct
1003139,Inactive Investor,Mark Peck,,RocketDollar,mark.peck@rocketdollar.com,,3rd Party Lead Gen
11101575,Inactive Investor,Abraham Mansour,Financial Advisor,Advisor Resource Council Plano TX 555 Republic Dr,,,Salesforce
11150011,Inactive Investor,Michael Dente,,Goldman Sachs & Co.,michael.dente@gs.com,,Salesforce
9619429,,Joseph Lawler,,,joe@jflcapitalmanagement.com,,List import
10903631,Inactive Investor,Thomas Breaux,,Cetera Advisor Networks LLC Baton Rouge LA 4737 Millwood Dr,,,Salesforce
10831235,Inactive Investor,Stuart Hieger,Partner,"Wells Fargo Advisors Financial Network, LLC Salina KS 144 S Santa Fe Ave",stuart.hieger@wfafinet.com,,Salesforce
10847014,Inactive Investor,Richard Bettinger,Financial Professional,"Osaic Wealth, Inc. Greensboro NC 5575 Garden Village Way",,,Salesforce
11000706,Inactive Investor,Nicholas Daniels,,"Apollon Wealth Management, LLC Boise ID 1673 W Shoreline Dr",,,Salesforce
11267241,,byron winford,,,byronwinford13@gmail.com,,Web Form Fillout
10957595,Inactive Investor,Magdalene Lebron,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,mlebron@primerica.com,,Salesforce
10830416,Inactive Investor,Mary Cangelosi,Client Service Associate,Morgan Stanley New Orleans LA 1100 Poydras St,mary.kay.cangelosi@morganstanley.com,,Salesforce
10858304,Inactive Investor,Joseph Birchmeier,,"Northwestern Mutual Investment Services, LLC Fenton MI 2545 W Silver Lake Rd",joe.birchmeier@nm.com,,Salesforce
10977771,Inactive Investor,Kyle Wilson,Financial Advisor,Edward Jones Creston IA 808 Laurel St,kyle.g.wilson@edwardjones.com,,Salesforce
11115397,Inactive Investor,Howard Meyers,,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",howard.meyers@valic.com,,Salesforce
10887189,Inactive Investor,Louis Deering,Financial Planner,Commonwealth Financial Network Lancaster PA Private Residence,ldeering@commonwealth.com,,Salesforce
10883997,Inactive Investor,Maneesh Shanbhag,Founder;Member,Greenline Partners,maneesh@glinepartners.com,,Salesforce
11050193,Inactive Investor,Scott Duggleby,,LPL Financial LLC Oneida NY 126 Lenox Ave,,,Salesforce
143256,,Leonard Hirst,,"Cwm, Llc",lhirst@carsoninstitutional.com,,
371186,,Jayson Tappan,,United States,tapman6@hotmail.com,,source
333068,,James Nguyen,,"Bowie Capital Management, LLC",jnguyen@bowiecapital.com,,
11014804,Inactive Investor,William Toulson,,NYLIFE Securities LLC Savannah GA 9 Park of Commerce Blvd,,,Salesforce
9620859,,Mike Boone,,,mikeboone26@gmail.com,,List import
9648259,,David Comrie,,,davecomrie@gmail.com,,List import
10646770,,Brian Bush,,,bushb@ceteranetworks.com,,List Import
9585084,,Zach Jonson,,,zachj@stackfinancialmanagement.com,,List import
10765982,Inactive Investor,Michael Krisuk,Financial Advisor,"Ameriprise Financial Services, LLC Hermitage PA 2021 E State St",michael.r.krisuk@ampf.com,,Salesforce
11112178,Inactive Investor,Dennis McLaughlin,,Citigroup Global Markets Inc.,,,Salesforce
11097016,Inactive Investor,Douglas Tucker,Chief Compliance Officer;Founder;Owner,Tucker Financial Group Montgomery AL 254 Winton M Blount Loop,ray@tuckerfinancial.net,,Salesforce
11135143,Inactive Investor,Howard Newman,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Jacksonville FL Private Residence,hnewman@janney.com,,Salesforce
230869,, -,,[[Unknown]],cryptoks@gmail.com,,Initial Salesforce Import
9605319,,Gilpin Bartels,,,gbartels@penntrust.com,,List import
71231,,James Demeo,"Chief Investment Officer, Chief Compliance Officer","Shulman Demeo Asset Management, Llc",jnd@sd-assetmanagement.com,516-708-9955,Manual List Upload
10961345,Inactive Investor,Anna Graff,Financial Advisor,"GPS Wealth Strategies Group, LLC Englewood CO 8301 E Prentice Ave",,,Salesforce
9571040,,Mark Gregory,,,mark.gregory@voyafa.com,,List import
231360,,BERNARD SHAW -,,BERNARD SHAW [[Unknown]],bernardoshaw1974@gmail.com,,Direct
11262381,Inactive Investor,Todd Donato,,UBS Financial Services Inc.,todd.donato@ubs.com,,Salesforce
11056808,Inactive Investor,Richard Walsh,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,ricky.walsh@fmr.com,,Salesforce
10996957,Inactive Investor,David Dutton,,"United Brokerage Services, Inc Winterville NC 907 E Fire Tower Rd",ddutton@united-brokerage.com,,Salesforce
10614055,,Timothy Brogan,"Financial Advisor, Senior Vice President",,tim.brogan@rbc.com,,List Import
200797,,Gregory Aman,"Private Banking Client Manager, Senior Vice President","UMB Financial Services, Inc.",gregory.aman@umb.com,816-842-2222,
9611005,,Patrick Andrews,,,patrick@tig.us,,List import
11048754,Inactive Investor,Brett Rosenstein,President;Principal,"Build Financial Advisors, LLC",brett@buildaccounting.com,,Salesforce
10615109,,Peter DeBrino,"Financial Advisor, Insurance Planning Director, Senior Vice President",,peter.debrino@morganstanley.com,,List Import
333378,,Chris Hagedorn,,First Financial Bank,chris.hagedorn@bankatfirst.com,,Manual List Upload
53785,,Justin Limmer,Wealth Advisor,Ashton Thomas Private Wealth,jlimmer@at-pw.com,602-732-4745,
10822675,Inactive Investor,Leon Richardson,Financial Advisor,Edward Jones Chicago IL 1390 E Hyde Park Blvd,leon.richardson@edwardjones.com,,Salesforce
9562880,,Bill Boni,,,bill.boni@alterna.ca,,List import
10895713,Inactive Investor,David Reed,,State Farm VP Management Corp. Tuscumbia AL 110 W 6th St,,,Salesforce
11110280,Inactive Investor,Jennifer Sperry,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",jenny.sperry@ml.com,,Salesforce
10924123,,Jessica Jackson,,,jessica@grayscale.com,,List Import
10931586,Inactive Investor,Erin Jones,,Cetera Advisor Networks LLC Madison WI 5403 Eastpark Blvd,,,Salesforce
10662119,,Selina Lam,,,selina.lam@harrismycfo.com,,List Import
198522,,Patricia Raskob,President,"Raskob Kambourian Financial Advisors, Ltd.",patr@rkfin.com,520-690-1999,Manual List Upload
9559569,,Charles Riggin,,,charlie.riggin@voya.com,,List import
11048876,Inactive Investor,Scott Wightman,Chief Investment Officer,Intellicents Investment Solutions Inc Overland Park KS 7101 College Blvd,scott.wightman@intellicents.com,,Salesforce
352939,,Suren` Siva,Managing Director,Credit Suisse,suren.siva@credit-suisse.com,,Event
145069,,Matthew Swatek,"Senior Vice President, Wealth Advisor","Prime Capital Investment Advisors, LLC",mswatek@pciawealth.com,417-447-3500,
10777675,Inactive Investor,Krystal Kirk,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",krystal.a.york@ml.com,,Salesforce
10791974,Inactive Investor,Stephen Kaplan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Melville NY 58 S Service Rd,stephen.kaplan@ubs.com,,Salesforce
371564,,Raj Biyani,,[Unknown],biyanir@hotmail.com,,Salesforce
10529928,,Bob Darrow,Chief Revenue Officer,"Excel Wealth Management, LLC",rdarrow@excelwm.com,,List Import
9598929,,James Oghigian,,,joghigian@pavionbluecapital.com,,List import
10767934,Inactive Investor,Jeffrey Letendre,Financial Consultant,LPL Financial LLC Salem MA 1 Salem Grn,jeffrey.letendre@lpl.com,,Salesforce
10821831,Inactive Investor,Troy Jarman,,Morgan Stanley Alpharetta GA 1 Edison Dr,troy.jarman@morganstanley.com,,Salesforce
10757306,Inactive Investor,Ben D Brucciani,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",ben_brucciani@ml.com,,Salesforce
11254603,Inactive Investor,Matthew Ding,,Evercore Group L.L.C.,,,Salesforce
9569797,,Ryan Wu,,,ryan@shannonpartners.com,,List import
11197693,Inactive Investor,Ryan Marquard,Financial Advisor,Edward Jones Boerne TX 512 E Blanco Rd,ryan.marquard@edwardjones.com,,Salesforce
11199817,Inactive Investor,Scott Klaas,,"First Command Brokerage Services, Inc. Minneapolis MN 2950 Metro Dr",sgklaas@firstcommand.com,,Salesforce
11036621,Inactive Investor,Adrian Aguilar Ayala,,J.P. Morgan Securities LLC Los Angeles CA 725 S Figueroa St,adrian.aguilar-ayala@jpmorgan.com,,Salesforce
10775416,Inactive Investor,Timothy Shaw,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9635041,,Kevin Beard,,,kbeard@royalalliance.com,,List import
11134737,Inactive Investor,Clarissa Illarionova Madrid,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11171835,Inactive Investor,Amy Barcomb,,"The Leaders Group, Inc.",amy@leadersgroup.net,,Salesforce
11188257,Inactive Investor,Charles Maraggia,,"Calton & Associates, Inc. Carthage TX 1509 W Panola St",cmaraggia@calton.com,,Salesforce
11048692,Inactive Investor,Mark Falter,Chief Compliance Officer;President,Mid-American Wealth Advisory Group,,,Salesforce
11124704,Inactive Investor,Austen Wilson,Financial Advisor,Thrivent Investment Management Inc. Bellevue WA 11711 SE 8th St,austen.wilson@thrivent.com,,Salesforce
10859051,Inactive Investor,Mark Markland,,The AmeriFlex Group Manhattan Beach CA 1230 Rosecrans Ave,,,Salesforce
10794933,Inactive Investor,Greg Long,Financial Advisor,LPL Financial LLC Tustin CA 280 S Prospect Ave,greg.long@lpl.com,,Salesforce
10841197,Inactive Investor,Mary Ketel,Senior Client Service Associate,Morgan Stanley Barrington IL 760 W Main St,kristi.ketel@morganstanley.com,,Salesforce
11172438,Inactive Investor,Henry Conway,Senior Director,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",hconway@tiaa-cref.org,,Salesforce
10925454,Inactive Investor,Kieran Purcell,,Robert W. Baird & Co. Incorporated Roseland NJ 3 Becker Farm Rd,kpurcell@rwbaird.com,,Salesforce
10839059,Inactive Investor,Caitlin Alcon,,Morgan Stanley Pueblo CO 115 E Riverwalk,caitlin.alcon@morganstanley.com,,Salesforce
11185762,Inactive Investor,Miguel Fiel,Regional Vice President,PFS Investments Inc. Langhorne PA 203 Corporate Dr E,miguel.fiel@primerica.com,,Salesforce
10755456,Inactive Investor,Roger Beguiristain,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",roger.beguiristain1@wellsfargoadvisors.com,,Salesforce
342493,,Richard Duff,Managing Partner,"Redwood Investment Management, Llc.",rduff@redwoodim.com,310-272-8188,Manual List Upload
11069895,Inactive Investor,Armando Ramos Moreno,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,aramos-moreno@primerica.com,,Salesforce
11033195,Inactive Investor,Daniel Straub,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",daniel.straub@ml.com,,Salesforce
11099977,Inactive Investor,Edward Siddell,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Owner,EGSI Investment Management,ed@egsifinancial.com,,Salesforce
9607378,,Joseph Doyle,,,jdoyle@morriscapitaladvisors.com,,List import
9563759,,Steven Meier,,,steven.meier@securitiesamerica.com,,List import
10809642,Inactive Investor,Ronald Ramirez,Investment Advisor Representative,Park Avenue Securities LLC New York NY 437 Madison Ave,ronald_ramirez@glic.com,,Salesforce
11059648,Inactive Investor,Andrew Curran,,Vanguard Marketing Corporation,andrew_curran@vanguard.com,,Salesforce
10956181,Inactive Investor,Andrew Logue,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Fletching Arrows Wealth Management LLC,,,Salesforce
10964288,Inactive Investor,Donald Travis,Private Client Banker,J.P. Morgan Securities LLC Kirkland WA 12028 NE Totem Lake Way,donald.travis@jpmorgan.com,,Salesforce
9643496,,G Lord,,,glord23@protonmail.com,,List import
11091467,Inactive Investor,Leland Levy,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",leland.levy@wellsfargoadvisors.com,,Salesforce
2743,,Norman Benzaquen,Partner,Gilder Gagnon Howe & Co. LLC,normanb@gghc.com,1-212-424-0305,Initial Salesforce Import
10756778,Inactive Investor,Nathaniel Donnelly,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",nathan.donnelly@ml.com,,Salesforce
344905,,Whitney Solcher,Senior Advisor,"Shepherd Kaplan Krochuk, Llc",wsolcher@sk-llc.com,617-896-1600,Manual List Upload
10614116,,Jordan Samelson,"Financial Advisor, Senior Financial Advisor, Senior Vice President - Investments",,jordan.samelson@wellsfargo.com,,List Import
11042968,Inactive Investor,Casey Wise,,"Farmers Financial Solutions, LLC Oklahoma City OK 249 N Douglas Blvd",cwise1@farmersagent.com,,Salesforce
10658307,,Victoria Cone,,,victoria.cone@morganstanley.com,,List Import
11103111,Inactive Investor,Amy Ray,Senior Client Specialist,Robert W. Baird & Co. Incorporated Cookeville TN 901 Neal St,,,Salesforce
11202655,Inactive Investor,Clarence Mcclain,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,clarence.mcclain@fmr.com,,Salesforce
10648468,,Mary Sherratt,,,mary.lopez@fmr.com,,List Import
10827222,Inactive Investor,Saira Khan-Torres,Private Client Advisor,J.P. Morgan Securities LLC Rego Park NY 9741 Queens Blvd,saira.khan-torres@jpmorgan.com,,Salesforce
10788237,Inactive Investor,Scott Kidd,Investment Advisor;Senior Vice President,"Bailard, Inc.",skidd@bailard.com,,Salesforce
10661896,,Osman Arain,,,oarain@evansbrook.com,,List Import
9624864,,yongho Kim,,,kyh0302@gmail.com,,List import
11095394,Inactive Investor,Bradley Vickers,,"Packerland Brokerage Services, Inc. Alexandria MN 913 Broadway St",bradley_vickers@packerlandbrokerage.com,,Salesforce
9560931,,Saad lovers,,,saadu8641@gmail.com,,List import
11091452,Inactive Investor,Glenn Blackwood,,"Kestra Investment Services, LLC Palm Beach Gardens FL 3835 Pga Blvd",,,Salesforce
9582021,,Andrew Copa,,,acopa@glaxisllc.com,,List import
10965822,Inactive Investor,Victor Cruz Diaz,,J.P. Morgan Securities LLC Houston TX 600 Travis St,victor.cruz-diaz@jpmorgan.com,,Salesforce
11030317,Inactive Investor,Lon Luckert,Financial Advisor,Edward Jones Brookfield MO 814 Fairlane Dr,lon.luckert@edwardjones.com,,Salesforce
9550335,,Howard Rubin,,,hrubin@financialguide.com,,List import
11104368,Inactive Investor,William Ellison,Senior Vice President,"Raymond James & Associates, Inc. Greenville SC 101 Falls Park Dr",doug.ellison@raymondjames.com,,Salesforce
10924576,Inactive Investor,Dalya Inhaber,Chief Compliance Officer;Founder;Member;Owner,Minerva Wealth Advisory New York NY 79 Madison Ave,dinhaber@minervawealth.com,,Salesforce
9618070,,Harvey Harrelson,,,hharrelson@covenantcapllc.com,,List import
10997949,Inactive Investor,Bertha Carbajal,,PFS Investments Inc. Fullerton CA 2495 E Orangethorpe Ave,bertha.carbajal@primerica.com,,Salesforce
10784865,Inactive Investor,Peter Lappin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",peter.lappin@ml.com,,Salesforce
9612253,,BRENT KAUFER,,,bkaufer@gmail.com,,List import
10866575,Inactive Investor,Andrew Black,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",andrew.black@wellsfargoadvisors.com,,Salesforce
219275,,Van Tee,,[Unknown],vang1010@gmail.com,,
11177883,Inactive Investor,Christopher Schmidt,,J.P. Morgan Securities LLC Fort Collins CO 2000 S College Ave,christopher.schmidt@jpmorgan.com,,Salesforce
10646044,,Natalie Johnson-Taylor,,,natalietaylor@primerica.com,,List Import
10647048,,Izabela Sadeghi,,,izabela.sadeghi@schwab.com,,List Import
10473429,,Michaela Knauer,,,marioschlobohm@gmx.de,,Web Form Fillout
10948132,Inactive Investor,Christy Meyers,,NYLIFE Securities LLC Chicago IL 500 W Madison St,cameyers@ft.newyorklife.com,,Salesforce
11235988,Inactive Investor,Ryan Potts,Financial Advisor;Portfolio Manager,"Correct Capital Wealth Management, LLC",ryan@correctcap.com,,Salesforce
215389,,Babu Ramachandran,,[Unknown],kamsek2301@gmail.com,,
11159349,Inactive Investor,Anna Yang,,J.P. Morgan Securities LLC Katy TX 6810 S Fry Rd,,,Salesforce
10961110,Inactive Investor,Brian Kelley,Financial Advisor,"Oath Planning, LLC",,,Salesforce
11009644,Inactive Investor,Luke Edds,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,ljedds@ft.newyorklife.com,,Salesforce
11159115,Inactive Investor,Tonya Andrello,Senior Sales Associate,"Raymond James & Associates, Inc. Sarasota FL 1950 Ringling Blvd",tonya.andrello@raymondjames.com,,Salesforce
10835553,Inactive Investor,Alec Saunders,Financial Advisor,LPL Financial LLC Willmar MN 331 3rd St SW,alec.saunders@lpl.com,,Salesforce
11070647,Inactive Investor,Colin Mortimore,Financial Advisor,"Ameriprise Financial Services, LLC San Angelo TX 4810 Southland Blvd",colin.mortimore@ampf.com,,Salesforce
10760847,Inactive Investor,Joel Moore,Financial Advisor;Principal,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",joel.moore@nm.com,,Salesforce
9566834,,Alex Huber,,,alexhuber9@gmail.com,,List import
10978993,Inactive Investor,Rachel Larsen,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",rachel.larsen@nm.com,,Salesforce
11002685,Inactive Investor,Ligiane Gomes,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,lgomes@ft.newyorklife.com,,Salesforce
10657692,,Christopher Byers,,,c.byers@lpl.com,,List Import
9597399,,Martin Nodilo,,,mnodilo@epwealth.com,,List import
11093896,Inactive Investor,Richard Yoder,,LPL Financial LLC Des Moines IA 515 E Locust St,rick.yoder@lpl.com,,Salesforce
342306,,Alexandre Galarneau-Micone,"Vice President, Investment Director",Axium Infrastructure Us Inc.,agalarneau-micone@axiuminfra.com,646-449-9058,Manual List Upload
10846584,Inactive Investor,Jill Krebsbach,,"Raymond James Financial Services, Inc. Saint Cloud MN 4150 2nd St S",jill.krebsbach@raymondjames.com,,Salesforce
10963088,Inactive Investor,Keith Badje,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",keith.badje@schwab.com,,Salesforce
10911431,Inactive Investor,James Denby,Chief Compliance Officer;Managing Member,"Denby Financial Services, LLC",jamesdenby@denbyfinancial.com,,Salesforce
10815635,Inactive Investor,Richard Salmen,Advisor;Chief Executive Officer;President;Principal,Family Investment Center Lenexa KS 11253 Strang Line Rd,rcsalmen@familyinvestmentcenter.com,,Salesforce
11062507,Inactive Investor,Wilmard Pierrelouis,,PFS Investments Inc. Hollywood FL 8910 Miramar Pkwy,wilmard.pierrelouis@primerica.com,,Salesforce
11103217,Inactive Investor,Laura Ferguson,Financial Advisor,J.P. Morgan Securities LLC Scotts Valley CA 247 Mount Hermon Rd,laura.j.ferguson@jpmorgan.com,,Salesforce
11056576,Inactive Investor,Mengisteab Gebrezgiabher,,PFS Investments Inc. Fremont CA 42808 Christy St,mgebrezgiabher@primerica.com,,Salesforce
10662281,,Kerri Duffy,,,kerri.duffy@fmr.com,,List Import
10818025,Inactive Investor,Leonid Grabovsky,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",leonid.x.grabovsky@ampf.com,,Salesforce
9636880,,Robert Potter,,,robert.potter@comcast.net,,List import
10881724,Inactive Investor,Daniel Payne,Chief Investment Officer;Partner,SlateStone Wealth LLC,dpayne@slatestone.com,,Salesforce
10825772,Inactive Investor,Gregory Chinn,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Wichita KS 1223 N Rock Rd,gregory.chinn@opco.com,,Salesforce
11154929,Inactive Investor,Jennifer Knocke,,"LPL Enterprise, LLC",jennifer.knocke@lpl.com,,Salesforce
11202962,Inactive Investor,Stanley Black,Chief Operating Officer,Yale Capital Corp.,stanley@yalecapitalcorp.com,,Salesforce
10791716,Inactive Investor,Jacquelyne White,Financial Advisor;Vice President,Morgan Stanley Toms River NJ 1433 Hooper Ave,jacquelyne.white@morganstanley.com,,Salesforce
9638317,,Philippe Rouault,,,philippe.rouault@resfamiliaris.com,,List import
9607535,,"Scott L. Goodling, CFP®",,,slgoodling@verizon.net,,List import
10775812,Inactive Investor,Javier Cabello,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 300 S Biscayne Blvd",javier.i.cabello@wellsfargo.com,,Salesforce
11100619,Inactive Investor,Aaron Keller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10753694,Inactive Investor,Richard Policastro,Managing Director - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 125 Half Mile Rd",richard.policastro@wellsfargoadvisors.com,,Salesforce
11163802,Inactive Investor,Brendon Hymas,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11068774,Inactive Investor,James Elkins,,State Farm VP Management Corp. Lorain OH 1812 Cooper Foster Park Rd W,,,Salesforce
9553682,,Andre Ellison,,,axiompiinc@verizon.net,,List import
10851053,Inactive Investor,Jennifer Tan,,"Parkland Securities, LLC Fremont CA 39180 Liberty St",,,Salesforce
352557,,Lety Amaya,Support Associate,Ml&r Wealth Management Llc,lamaya@mlrpc.com,512-275-2700,Manual List Upload
10985271,Inactive Investor,Antonio Gomez,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
10794020,Inactive Investor,Philip Fogli,,LPL Financial LLC Wayne PA 460 E Swedesford Rd,philip.fogli@lpl.com,,Salesforce
10803403,Inactive Investor,William Greiner,Managing Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",william.greiner@ml.com,,Salesforce
10834751,Inactive Investor,Mickey Lea,,Institutional Securities Corporation Bryan TX 4444 Carter Creek Pkwy,mlea@iscgroup.com,,Salesforce
10878400,Inactive Investor,Cameron McCarthy,Executive Director,Morgan Stanley New York NY 750 7th Ave,cameron.mccarthy@morganstanley.com,,Salesforce
10945409,Inactive Investor,Gino Anzures,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11165273,Inactive Investor,Brendan Bachelor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10945533,Inactive Investor,Andrew Hayden,,Cetera Advisor Networks LLC Tulsa OK 1616 S Main St,,,Salesforce
11127371,Inactive Investor,Michael Herberg,,"Farmers Financial Solutions, LLC Libertyville IL 704 Florsheim Dr",michael.gpirc@farmersagency.com,,Salesforce
9573462,,Lawrence Holden,,,lholden@massmutual.com,,List import
11233152,Inactive Investor,Luke Jackson,,Cetera Investment Services LLC Erie PA 2765 W 8th St,,,Salesforce
10876789,Inactive Investor,Hailey Siverhus,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10909341,Inactive Investor,Madeline Jay,,Cetera Advisor Networks LLC Berkeley CA 1003 Jones St,madeline.jay@ceterawealth.com,,Salesforce
204485,,Marvin Bates,,Retired,mbates3333@msn.com,6308469642,
11082562,Inactive Investor,Daryl Jones,,"Osaic Wealth, Inc. Orlando FL 3300 S Hiawassee Rd",,,Salesforce
10897113,Inactive Investor,Patrick Kent,,Western Wealth Management LLC Johnstown CO 5255 Ronald Reagan Blvd,,,Salesforce
9637241,,Kurt Hawkesworth,,,kurt.hawkesworth@symphonicfa.com,,List import
11220280,,Francis Cherniawski,,,hmartin@wminstitute.com,,Other
10977440,Inactive Investor,Elle Bruno,,J.P. Morgan Securities LLC Denver CO 1455 16th St,elle.bruno@jpmorgan.com,,Salesforce
9565142,,JON MONTAGUE,,,monty4936@gmail.com,,List import
10814718,Inactive Investor,John Brown,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",john.l.brown@rbc.com,,Salesforce
10658912,,Steven Franzen,,,steven.franzen@lpl.com,,List Import
11005567,Inactive Investor,Ebony Rhett,,J.P. Morgan Securities LLC Jacksonville FL 4990 Town Center Pkwy,ebony.rhett@chase.com,,Salesforce
10907171,Inactive Investor,Henry Gitman,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",hgitman@hightoweradvisors.com,,Salesforce
11211797,Inactive Investor,Karyn Clarke,,"Ameriprise Financial Services, LLC Wayland MA 260 Boston Post Rd",karyn.d.feinberg@ampf.com,,Salesforce
9551720,,Joe Herr,,,jherr27@gmail.com,,List import
11114516,Inactive Investor,Eldon Larson,Regional Leader,PFS Investments Inc. Seattle WA 2611 13th Ave W,eldon.larson@primerica.com,,Salesforce
9606438,,Allan Saltz,,,allansaltz@gmail.com,,List import
10788357,Inactive Investor,Mao Dong,,Goldman Sachs & Co.,mao.dong@gs.com,,Salesforce
10783327,Inactive Investor,Mary Plowden,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,mary.plowden@jpmorgan.com,,Salesforce
11175040,Inactive Investor,Amber Johnson,,"Avantax Investment Services, Inc. Crystal Lake IL 95 S Virginia St",,,Salesforce
11146982,Inactive Investor,Craig Gendjoian,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
11116318,Inactive Investor,Alexander Bartol,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",alex.bartol@wellsfargoadvisors.com,,Salesforce
10831400,Inactive Investor,Brian Dluzniewski,Financial Advisor,LPL Financial LLC Friendswood TX 1560 W Bay Area Blvd,brian.dluzniewski@lpl.com,,Salesforce
10786415,Inactive Investor,Russell Simmons,Managing Director,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",russell.simmons@schwab.com,,Salesforce
9570381,,Emerson Wu,,,emerson.wu@citadel.com,,List import
1004419,Inactive Investor,Darius Avens,,Darius Avens,dariusa@alumni.princeton.edu,,3rd Party Lead Gen
10848834,Inactive Investor,Matthew Binstock,Financial Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,matt_binstock@glic.com,,Salesforce
10797356,Inactive Investor,Duncan McAllister,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,,,Salesforce
9553605,,Greg Handrahan,,,ghandrahan@gmail.com,,List import
232396,, -,,[[Unknown]],jackiedramos@gmail.com,,
10811994,Inactive Investor,Lawrence Schimel,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",lawrence.schimel@ampf.com,,Salesforce
228243,,Graham -,,Graham [[Unknown]],graham@unbundledattorney.com,,Direct
11093756,Inactive Investor,William White,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",will.white@stifel.com,,Salesforce
9574923,,Alan Knauber,,,arktheminer@gmail.com,,List import
10856588,Inactive Investor,Zaccary Call,Corporate Secretary;Partner;President;Wealth Advisor,"Capita Financial Network, LLC",zacc@capitamail.com,,Salesforce
11155755,Inactive Investor,Mary Sani,,"Ameriprise Financial Services, LLC Kennewick WA 7139 W Deschutes Ave",mary.sani@ampf.com,,Salesforce
11049243,Inactive Investor,Stephen Murphy,,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",stephen.murphy@wfafinet.com,,Salesforce
9599833,,Daniel Toy,,,daniel.toy@thinkingbeyond.com,,List import
9647334,,Richard Braden,,,brady.pringle@wellsfargoadvisors.com,,List import
10987613,Inactive Investor,Cristina Hernandez,,J.P. Morgan Securities LLC San Fernando CA 402 S Brand Blvd,cristina.1.hernandez@chase.com,,Salesforce
11220626,,Terrence Murphy,,,tmurphy@1standmain.co,,Other
10852140,Inactive Investor,Brenden Melrose,Chief Compliance Officer;Compliance Manager;Regulatory Contact,Halbert Hargrove,bmelrose@halberthargrove.com,,Salesforce
11016896,Inactive Investor,Joseph Corsentino,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",joseph.corsentino@nm.com,,Salesforce
11108688,Inactive Investor,Harold Krause,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11112054,Inactive Investor,Gina Barcello-Reed,Registered Associate,Morgan Stanley Toms River NJ 1433 Hooper Ave,gina.barcello-reed@morganstanley.com,,Salesforce
10873080,Inactive Investor,Brian Belsterling,,"Parkland Securities, LLC Auburn AL Private Residence",,,Salesforce
11239147,Inactive Investor,George Caldwell,,New York Life,hub@sbcglobal.net,,Salesforce
11096769,Inactive Investor,Maxwell Lane,,Flourish Financial LLC,maxwell.lane@flourish.com,,Salesforce
10943534,Inactive Investor,Lina Tyrrell,,"Empower Financial Services, Inc Lakewood CO Private Residence",lina.tyrrell@empower.com,,Salesforce
10613642,,Michael Marino,"Financial Advisor, Senior Vice President - Investment Officer",,michael.marino@wellsfargoadvisors.com,,List Import
9576506,,Gregory Leontiadis,,,gregory.leontiadis@gmail.com,,List import
10903039,Inactive Investor,Barry Botfeld,,Cetera Advisor Networks LLC,barry.botfeld@cetera.com,,Salesforce
11063659,Inactive Investor,Charles Cook,Financial Professional,"MML Investors Services, LLC Armstrong IL Private Residence",charleslcook@financialguide.com,,Salesforce
342468,,Ramon Cobian,"Vice President, Financial Consultant","Popular Securities, Llc",rcobian@bppr.com,787-758-7400,Manual List Upload
10876781,Inactive Investor,Anthony Scalfaro,,Citigroup Global Markets Inc.,anthony.scalfaro@citigroup.com,,Salesforce
10846685,Inactive Investor,Scott Fox,,"Osaic FA, Inc. Jericho NY 100 Jericho Quadrangle",scott.fox@lfg.com,,Salesforce
11212241,Inactive Investor,Mary Maddox,,"Fifth Third Securities, Inc. Louisville KY 6900 Bardstown Rd",mary.maddox@53.com,,Salesforce
10656696,,Matthew Gartner,,,matthew.gartner@schwab.com,,List Import
11014589,Inactive Investor,Felipe Monteiro,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
10915724,Inactive Investor,Jesus Chacin,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jesus.chacin@jpmorgan.com,,Salesforce
10938965,Inactive Investor,Kaylee Mossbarger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10808571,Inactive Investor,Elizabeth Trevino,,Fidelity Brokerage Services LLC,elizabeth.perez@fidelity.com,,Salesforce
10799716,Inactive Investor,Jeffrey Grandy,,"Raymond James Financial Services, Inc. Portland OR 6855 SW Baylor St",jeff.grandy@raymondjames.com,,Salesforce
10900483,Inactive Investor,Daniel Sprague,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
11045476,Inactive Investor,Joseph Del Principe,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Founder,Del Principe O'Brien Financial Advisors,joseph@dofinancialservices.com,,Salesforce
9552659,,Ronald Madden,,,rmadden@angelogordon.com,,List import
10808447,Inactive Investor,James Bell,,"Stifel, Nicolaus & Company, Incorporated San Antonio TX 70 NE Loop 410",,,Salesforce
11159066,Inactive Investor,Brad Dutton,Managing Director,J.P. Morgan Securities LLC Conroe TX 1320 W Davis St,brad.r.dutton@jpmorgan.com,,Salesforce
11022740,Inactive Investor,Seth Hansvick,Financial Professional,Thrivent Investment Management Inc.,seth.hansvick@thrivent.com,,Salesforce
9588180,,Matthew Goff,,,mgoff@matthewgoff.com,,List import
10931497,Inactive Investor,Chris Hathaway,Advisor,LPL Financial LLC McKinney TX 119 W Virginia St,chris.hathaway@lpl.com,,Salesforce
109255,,Yifei Du,,Dazhuo Tech,duyifei@yahoo.com,8.6159E+12,
200381,,Leon Frush,,Cornerstone Financial,lfrush@corstonefinancial.com,404-874-3111,
11101002,Inactive Investor,Priscilla Alden,,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",priscilla.alden@wfadvisors.com,,Salesforce
10756598,Inactive Investor,Adam Bolger,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",adam.bolger@ml.com,,Salesforce
11185748,Inactive Investor,Cynthia Helman,Financial Advisor,Money Concepts Capital Corp Sidney OH 411 W Russell Rd,chelman@moneyconcepts.com,,Salesforce
10612770,,Richard Kasparian,Financial Advisor,,richard.kasparian@lpl.com,,List Import
10815552,Inactive Investor,James Hirschberger,,"Raymond James Financial Services, Inc. Clearwater FL 28473 US Hwy 19 N",james.hirschberger@raymondjames.com,,Salesforce
11139171,Inactive Investor,Abigail Planck,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,abigail.planck@jpmorgan.com,,Salesforce
10657808,,Sandra Kramer,,,skramer@interactivebrokers.com,,List Import
221694,,Lori Jasperson,COO,[Unknown],ljasperson@bnf-kc.com, +1 913 342 6555,Database Upload
10888836,Inactive Investor,Mohammed Ayala,,"CUSO Financial Services, L.P. Long Beach CA 3447 Atlantic Ave",,,Salesforce
10934057,Inactive Investor,Jane Bratsch,,Cetera Investment Services LLC,jane.bratsch@ceterais.com,,Salesforce
10781935,Inactive Investor,Debra Allen,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc.",debbie.allen@firstcitizens.com,,Salesforce
10897372,Inactive Investor,Anthony Youssefi,,"Cambridge Investment Research, Inc. Brentwood TN 112 Westwood Pl",,,Salesforce
10756367,Inactive Investor,Cole Foreman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",cole.foreman@ml.com,,Salesforce
11037261,Inactive Investor,Seth McNally,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President,Morgan Stanley Manchester NH 1155 Elm St,seth.mcnally@morganstanley.com,,Salesforce
11028760,Inactive Investor,Joseph Marsh,,"Allstate Financial Services, LLC Frostburg MD 90 E Main St",josephmarsh@allstate.com,,Salesforce
11170104,Inactive Investor,James Hicks,Regional Vice President,PFS Investments Inc. Albany NY 3 Pine West Plz,james.hicks@primerica.com,,Salesforce
9623241,,david fertel,,,ferteld@yahoo.com,,List import
11178605,Inactive Investor,Oluwaseun Adelegan,Financial Advisor,J.P. Morgan Securities LLC Roslyn Heights NY 425 Glen Cove Rd,oluwaseun.adelegan@jpmorgan.com,,Salesforce
10857491,Inactive Investor,Douglas Solorzano,,"Concurrent Investment Advisors, LLC San Diego CA 12730 High Bluff Dr",,,Salesforce
11097959,Inactive Investor,Ryan Palmer,Advisor;Chief Compliance Officer;Member,"Optimist Retirement Group, LLC Scottsdale AZ 8585 E Hartford Dr",ryan@optimistretirement.com,,Salesforce
10860716,Inactive Investor,Gary Clark,Financial Analyst,CPS Investment Advisors,,,Salesforce
11081152,Inactive Investor,Aida Talha,,"Northwestern Mutual Investment Services, LLC Tampa FL 3717 W North B St",aida.talha@nm.com,,Salesforce
9615666,,l c,,,chenglang97@outlook.com,,List import
10895508,Inactive Investor,Lesa Huff,,D.A. Davidson & Co. Oklahoma City OK 1601 NW Expy,,,Salesforce
10798708,Inactive Investor,Pedro Resendiz,,PFS Investments Inc. La Puente CA 147 S 6th Ave,pedro.resendiz@primerica.com,,Salesforce
10804591,Inactive Investor,Linda Baker,,PFS Investments Inc. Clinton MD 8804 Woodyard Rd,linda.baker@primerica.com,,Salesforce
10977663,Inactive Investor,Amita Chundu,,J.P. Morgan Securities LLC,amita.chundu@jpmorgan.com,,Salesforce
84550,,Jason Graybill,"Principal, Senior Managing Director","Carret Asset Management, Llc",jgraybill@carret.com,212-593-3800,Manual List Upload
10904973,Inactive Investor,Edwin Cruz,,PFS Investments Inc. Woodbridge VA 13176 Centerpointe Way,edwin.cruz@primerica.com,,Salesforce
9556327,,Tho Doan Nhu,,,252656hahah@gmail.com,,List import
11081759,Inactive Investor,Guneet Bains-Ajmani,,LPL Financial LLC Fairfield CA 1300 Oliver Rd,guneet.bains-ajmani@lpl.com,,Salesforce
11107026,Inactive Investor,Adam Bellmer,Chief Compliance Officer;Vice President;Wealth Chief Compliance Officer,Johnson Wealth Inc. Milwaukee WI 100 E Wisconsin Ave,abellmer@johnsonfinancialgroup.com,,Salesforce
10762450,Inactive Investor,Robert Casey,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",robert.e.casey@ml.com,,Salesforce
10618911,,Adam Coons,,,adam.coons@morganstanley.com,,List Import
10861966,Inactive Investor,Jeffrey Faber,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 10655 NE 4th St",jeffrey.faber@ampf.com,,Salesforce
9575346,,Timothy Martin,,,timothymartin@financialguide.com,,List import
11027802,Inactive Investor,Vicki Thompson,,"Avantax Investment Services, Inc. Anchorage AK 205 E Benson Blvd",vicki.thompson@myavantax.com,,Salesforce
202959,,Sebastian Foo,,[Unknown],sebastianfoopc@gmail.com,,Organic Search
11025199,Inactive Investor,Rekha Sivaprasad,,PFS Investments Inc. Kansas City MO 1301 Oak St,rsivaprasad@primerica.com,,Salesforce
11010211,Inactive Investor,Nicholas Mccarthy,,NYLIFE Securities LLC Tallahassee FL 2991 Golden Eagle Dr E,njmccarthy@ft.newyorklife.com,,Salesforce
1002480,Inactive Investor,Joshua Beers,Senior Research Analyst,NEPC,jbeers@nepc.com,(617) 374-1300,
10879628,Inactive Investor,John Marino,,J.P. Morgan Securities LLC Great Neck NY 410 Northern Blvd,john.x.marino@chase.com,,Salesforce
11165289,Inactive Investor,Jared Cavagnaro,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9624748,,Federico Petruccelli,,,fpetruccelli.1234@gmail.com,,List import
10812487,Inactive Investor,Jonathan Sarver,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Kansas City MO 9237 Ward Pkwy",jonathan.sarver@wellsfargoadvisors.com,,Salesforce
9554442,,Jonas Hoffmann,,,duempfelfried@gmail.com,,List import
10845569,Inactive Investor,John Chau,,J.P. Morgan Securities LLC Anaheim CA 5791 E Santa Ana Canyon Rd,john.k.chau@jpmorgan.com,,Salesforce
10403233,,Alan Matteucci,,,amatteu@yahoo.com,,Web Form Fillout
9591598,,Cesar Briano,,,cesarbriano11@gmail.com,,List import
10811850,Inactive Investor,Mark Heller,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New Orleans LA 909 Poydras St,mark.heller@ubs.com,,Salesforce
10806833,Inactive Investor,Diana Heu,Chief Compliance Officer,The AmeriFlex Group Santa Barbara CA 1332 Anacapa St,diana@ameriflex.com,,Salesforce
11181057,Inactive Investor,David Gunter,,NYLIFE Securities LLC Lucedale MS Private Residence,dgunter@ft.newyorklife.com,,Salesforce
11155228,Inactive Investor,Michael Hartzman,,"Lebenthal Financial Services, Inc. Hauppauge NY 200 Pkwy Dr S",michael@bristol-financial.com,,Salesforce
11022836,Inactive Investor,Ashley Szewczyk,,J.P. Morgan Securities LLC Southfield MI 18100 W 11 Mile Rd,ashley.szewczyk@chase.com,,Salesforce
10849308,Inactive Investor,Robert Makowski,Supervisor,"Wells Fargo Advisors Financial Network, LLC",robert.makowski@wellsfargoadvisors.com,,Salesforce
10820450,Inactive Investor,Denise Arnashus,Senior Client Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
11223163,,David Vargo,,,dvargo@varbeco.com,,List Import
5232891,,Kris Ziegler,,Avalon Aviation,krisz2099@gmail.com,6128772680,Web Form Fillout
11114811,Inactive Investor,Leanne Prevost,,"MML Investors Services, LLC Covington LA 122 Terra Bella Blvd",,,Salesforce
11167026,Inactive Investor,Robert Cerniglia,Associate Financial Advisor,Thrivent Investment Management Inc. Lawrence MA 60 Island St,robert.cerniglia@thrivent.com,,Salesforce
11141508,Inactive Investor,Tarik Guetarni,,Mutual of America Securities LLC Hialeah FL 7900 Oak Ln,tarik.guetarni@mutualofamerica.com,,Salesforce
10892773,Inactive Investor,Timothy Brenden,,Fidelity Brokerage Services LLC,,,Salesforce
9569447,,Joan Siegel,,,jsiegel@zweig-dimenna.com,,List import
10994256,Inactive Investor,Eugene Lesinski,,"First Command Brokerage Services, Inc. Huntsville AL 475 Providence Main St NW",ejlesinski@firstcommand.com,,Salesforce
10927057,Inactive Investor,John Lombardi,Financial Advisor,LPL Financial LLC Sag Harbor NY Private Residence,john.lombardi@lpl.com,,Salesforce
11081519,Inactive Investor,Edward Jenkins,,"Woodmen Financial Services, Inc.",edjenkins@woodmen.org,,Salesforce
11196616,Inactive Investor,Ryan Robinson,,Park Avenue Securities LLC Saint Louis MO 625 Maryville Centre Dr,,,Salesforce
11134102,Inactive Investor,Kalyani Sanghavi,Financial Advisor;Managing Director;Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",kalyani.t.sanghavi@ampf.com,,Salesforce
10856298,Inactive Investor,Syed Mahmud,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 16150 Main Circle Dr",syed.h.mahmud@ampf.com,,Salesforce
9624798,,Raymond LaForge,,,rayla1330@gmail.com,,List import
11083554,Inactive Investor,Randi Atris,,J.P. Morgan Securities LLC West Bloomfield MI 4150 Orchard Lake Rd,randi.1.atris@chase.com,,Salesforce
10881883,Inactive Investor,Qinglian Gao,Financial Advisor;Financial Planning Specialist,Morgan Stanley Kirkland WA 4000 Carillon Pt,will.gao@morganstanley.com,,Salesforce
9571752,,James Wilson,,,jwilson@carlmarks.com,,List import
10801753,Inactive Investor,Jill Harris,,"Farmers Financial Solutions, LLC Carlsbad CA 1947 Camino Vida Roble",jharris@farmersagent.com,,Salesforce
11208867,Inactive Investor,Matthew Hamilton,,"Farmers Financial Solutions, LLC Springfield IL 2925 S Meadowbrook Rd",mhamilton@farmersagent.com,,Salesforce
11066964,Inactive Investor,Matthew Cash,,"Avantax Investment Services, Inc. Dubuque IA 3390 Asbury Rd",matthew.cash@avantax.com,,Salesforce
10800749,Inactive Investor,Conan Malmer,,"Cambridge Investment Research, Inc. Ypsilanti MI Private Residence",,,Salesforce
11139249,Inactive Investor,Martin Graber,Financial Advisor,"Ameriprise Financial Services, LLC Fort Madison IA 610 Avenue G",martin.l.graber@ampf.com,,Salesforce
9628821,,Alexandre Stachtchenko,,,alexandre@blockchainpartner.fr,,List import
11109446,Inactive Investor,Patrick Anthony Michael Ocallaghan,,Wedbush Securities Inc. Chicago IL 141 W Jackson Blvd,patrick-anthony-michael.ocallaghan@wedbush.com,,Salesforce
10903045,Inactive Investor,Chad Horsham,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,cahorsham@ft.newyorklife.com,,Salesforce
10799016,Inactive Investor,Warren Isenberg,Chief Compliance Officer;Co-Chief Investment Officer;President,Walker Financial Advisors Inc,,,Salesforce
10786251,Inactive Investor,Lawrence Hamrick-Remboski,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 4100 4th St N",lawrence.hamrick-remboski@wellsfargoadvisors.com,,Salesforce
11163868,Inactive Investor,Fatimah Hijjawi,Consulting Group Analyst,Morgan Stanley Chicago IL 227 W Monroe St,fatimah.hijjawi@morganstanley.com,,Salesforce
9639498,,Imogen Flack,,,imogen.flack@te.com,,List import
11076069,Inactive Investor,Matthew Bennett,Chief Compliance Officer;Managing Partner,"Bennett Selby Investments, L.P.",,,Salesforce
10794980,Inactive Investor,Adelio Gallucci,Financial Advisor,Morgan Stanley New Haven CT 545 Long Wharf Dr,adelio.gallucci@morganstanley.com,,Salesforce
11175730,Inactive Investor,Blake Hubert,,Edward Jones Wichita KS 315 S Maize Rd,,,Salesforce
352578,,Laura Morisky,Service Assistant,Truvestments Capital Llc,laura@skyboxasset.com,941-753-3814,Manual List Upload
9610811,,TYLER DAVIS,,,rileyadavis@aol.com,,List import
11144733,Inactive Investor,Michael Crifasi,Chief Executive Officer;Financial Planner;President,CEI Financial Planning,mike@ceifinancialplanning.com,,Salesforce
11113307,Inactive Investor,Robert Long,,PFS Investments Inc. Athens GA 555 Gaines School Rd,robert.long@primerica.com,,Salesforce
11086767,Inactive Investor,Paula Swaby,,J.P. Morgan Securities LLC Brooklyn NY 975 Bedford Ave,paula.swaby@jpmorgan.com,,Salesforce
10657356,,Farrukh Mazhary,,,farrukh.s.mazhary@jpmorgan.com,,List Import
11155325,Inactive Investor,Lanh Nguyen,Vice President,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,lanh.nguyen@jpmorgan.com,,Salesforce
10888303,Inactive Investor,David Leonhart,Tax Advisor;Wealth Advisor,Team Wealth & Tax Advisors,,,Salesforce
9644185,,Bryan Garris,,,bryan.garris@triagenwealth.com,,List import
225726,, -,,[[Unknown]],amickish@airmail.net,,Initial Salesforce Import
10937136,Inactive Investor,Colin Aubin,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,colin_aubin@glic.com,,Salesforce
10994041,Inactive Investor,Degar Ro,Client Relationship Consultant,"U.S. Bancorp Investments, Inc. Phoenix AZ 2222 E Camelback Rd",,,Salesforce
11033456,Inactive Investor,Pheakday Leon,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,pheakday.leon@primerica.com,,Salesforce
9583612,,John Levi,,,john.levi@thrivent.com,,List import
230892,, -,,[[Unknown]],tcate61@yahoo.com,,
239919,,Keegan Stroup,,[Unknown],keegan.stroup@wtas.com,571-382-0020,Database Upload
9585313,,Kevin Murtha,,,kevin0115@yahoo.com,,List import
10912908,Inactive Investor,Owen Sampson,,J.P. Morgan Securities LLC East Northport NY 17 Huntington Square Mall,owen.sampson@jpmorgan.com,,Salesforce
11041014,Inactive Investor,Mark Deniel Sampelo,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",mark.sampelo@nm.com,,Salesforce
10818786,Inactive Investor,Scott Klatt,Partner,"Rise Advisors, LLC",scott@riseadvisorsgroup.com,,Salesforce
11062549,Inactive Investor,Loretta Hernandez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11261061,Inactive Investor,Charlene Nelson,Investment Advisor Representative,"Sound Income Strategies, LLC",,,Salesforce
11079999,Inactive Investor,Cindy Florez,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10889177,Inactive Investor,Dale Raimann,Senior Financial Consultant,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",,,Salesforce
327220,,Jaskaran Jassi,,Canada,jassi@lono.app,,Event
11194430,Inactive Investor,Christopher Quarles,,"Osaic Wealth, Inc. La Vista NE 12325 Port Grace Blvd",,,Salesforce
11009567,Inactive Investor,Eduardo Rodriguez,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
9630096,,D L,,,cryptospring4@gmail.com,,List import
10798761,Inactive Investor,Michael McCann,Senior Wealth Strategy Associate,UBS Financial Services Inc. Syracuse NY 440 S Warren St,michael.mccann@ubs.com,,Salesforce
232520,, -,,[[Unknown]],mwr19880806@gmail.com,,
9630332,,Daniel Mahlke,,,greenskyfoundation@gmail.com,,List import
10967973,Inactive Investor,Ashley Orlinski,,LPL Financial LLC San Diego CA 4707 Executive Dr,ashley.finnigan@lpl.com,,Salesforce
11254703,Inactive Investor,Maxwell Carlson,Client Service Associate,Morgan Stanley Melbourne FL 8150 N Wickham Rd,max.carlson@morganstanley.com,,Salesforce
11186494,Inactive Investor,Darren Kreitz,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11036348,Inactive Investor,Alexander Jimenez,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,,,Salesforce
10821604,Inactive Investor,Robert Boggs,Chief Investment Officer;President,Catawba River Capital Clover SC 1414 Village Harbor Dr,paul@rpboggs.com,,Salesforce
11007902,Inactive Investor,Ryan Barnes,Associate Advisor,Regency Investment Advisors Inc,rbarnes@regencyinvests.com,,Salesforce
9643608,,Daisuke Murayama,,,daisuke.murayama@bitflyer.com,,List import
10980986,Inactive Investor,David Mcfadden,Client Service Specialist,"Ameriprise Financial Services, LLC Wichita KS 8621 E 21st St N",david.mcfadden@ampf.com,,Salesforce
10946709,Inactive Investor,Donna Reagan,,"Raymond James Financial Services, Inc. Alpharetta GA 12600 Deerfield Pkwy",donna.reagan@raymondjames.com,,Salesforce
10932349,Inactive Investor,David Watkins,Chief Compliance Officer;Managing Member,Banner Pine Advisors LLC Highlands Ranch CO 10907 Huntwick St,dpwatkins@bannerpine.com,,Salesforce
10996841,Inactive Investor,Antonino Scaturro,,J.P. Morgan Securities LLC New York NY 405 Lexington Ave,antonino.scaturro@jpmorgan.com,,Salesforce
11040562,Inactive Investor,Amare Summers,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,asummers.41npl@primerica.com,,Salesforce
9601356,,SUKANYA LERTRUANGRONG,,,anny888annie@gmail.com,,List import
9586474,,Michael Cummins,,,mcummins@ayco.com,,List import
9562736,,John Blamphin,,,johnblamphin@401kpilot.com,,List import
11063148,Inactive Investor,Shawn Gray,Chief Compliance Officer;Chief Information Security Officer;Corporate Secretary;Director;Principal;Secretary;Vice President,"Diesslin Group, Inc.",shawn.gray@diesslin.com,,Salesforce
60295,,Thomas Wingo,,"Securities America Advisors, Inc.",thomas.wingo@securitiesamerica.com,513-729-9734,
9603382,,S Gibertoni,,,stephen.gibertoni@hotmail.com,,List import
11028898,Inactive Investor,Amy Stevenson,,PFS Investments Inc. Englewood CO 6565 S Dayton St,astevenson.9fvbk@primerica.com,,Salesforce
235245,,Ross -,,Ross [[Unknown]],rossclady@yahoo.com,,Advertising
10936731,Inactive Investor,Ethel Offitt,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",,,Salesforce
10880524,Inactive Investor,Patrick Garcia,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11043080,Inactive Investor,Destiny Reed,,J.P. Morgan Securities LLC Akron OH 1805 Brittain Rd,destiny.reed@jpmorgan.com,,Salesforce
10890565,Inactive Investor,Philip Natale,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",natale.philip@ml.com,,Salesforce
10861759,Inactive Investor,Angel Markel,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9544644,,Suleyman Duyar,,,duyars@gmail.com,,List import
10769819,Inactive Investor,James Kent,Executive Director;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",james.kent@wellsfargoadvisors.com,,Salesforce
11085546,Inactive Investor,Aimee Holmes,Senior Client Service Associate,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",aimee.holmes@raymondjames.com,,Salesforce
244055,,Adam Schoffner,Director and Fund Cheif Compliance Officer,Foreside,ashoffner@foreside.com,,Manual List Upload
11018918,Inactive Investor,Tyler Scholten,,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",tyler.scholten@equitable.com,,Salesforce
11039444,Inactive Investor,Christopher Martin,Vice President,"Wells Fargo Clearing Services, LLC Gardnerville NV 1542 US Hwy 395 N",,,Salesforce
11163651,Inactive Investor,Liann Hinojosa,Partner,Financial Edge Lewisville TX 860 Hebron Pkwy,liann@finedge.net,,Salesforce
10926954,Inactive Investor,Maximilian Gerwalt,,Deutsche Bank Securities Inc.,,,Salesforce
11040992,Inactive Investor,Francis Kelly,,Vanguard Marketing Corporation,francis_kelly@vanguard.com,,Salesforce
10803641,Inactive Investor,George McLamb,Chief Compliance Officer;Chief Financial Officer;Member;Trustee,"Akre Capital Management, LLC",gmclamb@akrecapital.com,,Salesforce
372578,,Roberto Rios,,Guatemala,rrios67@brucaps.com,,Salesforce
11038481,Inactive Investor,Darrall Murchison,,SECU Brokerage Services Fayetteville NC 4065 Sycamore Dairy Rd,darrall.murchison@ncsecu.org,,Salesforce
9569965,,Shelley Jackson,,,successfulshelley@gmail.com,,List import
10837453,Inactive Investor,Lisa Roll,Senior Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Merry Hill NC 637B Avoca Farm Rd",lisa.m.roll1@wellsfargoadvisors.com,,Salesforce
10765646,Inactive Investor,Alicia Valencia,,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",alicia.valencia@wellsfargo.com,,Salesforce
10825533,Inactive Investor,Jeffrey Nelson,,"Osaic Wealth, Inc. Saint Paul MN 1700 Hwy 36 W",,,Salesforce
11004310,Inactive Investor,Tyler Reardon,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
9546083,,Steven Phillips,,,stevothedude@gmail.com,,List import
10765298,Inactive Investor,Sarah Howard,Financial Advisor,"Wells Fargo Clearing Services, LLC Morristown TN 1833 W Morris Blvd",sarah.howard@wellsfargoadvisors.com,,Salesforce
9614807,,Daniel Shao,,,2994058699@qq.com,,List import
11218298,,Peter Cadaret,,,peter.cadaret@opco.com,,List Import
9597105,,ABU MUK,,,abuzer@gmail.com,,List import
9552694,,Anthony Iannone,,,aiannone@massmutual.com,,List import
10833583,Inactive Investor,Egbert Bouwmeester,Financial Advisor,Lincoln Investment Rochester NY 1425 Jefferson Rd,ebouwmeester@lincolninvestment.com,,Salesforce
11159658,Inactive Investor,Grant Heflin,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",grant.heflin@raymondjames.com,,Salesforce
11062710,Inactive Investor,James Stiles,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",james.d.stiles@wellsfargoadvisors.com,,Salesforce
11106583,Inactive Investor,Danell Wilkerson,,"Raymond James Financial Services, Inc.",danell.wilkerson@raymondjames.com,,Salesforce
10992151,Inactive Investor,Ashley Roelike,,Cetera Investment Services LLC,,,Salesforce
10876028,Inactive Investor,Anshuman Shankar,,Goldman Sachs & Co.,,,Salesforce
9558454,,Jitendra Mehta,,,showcaseremodeling@gmail.com,,List import
9566212,,Victor Cleine,,,victor.cleine@gmail.com,,List import
10824200,Inactive Investor,Larry Mitchell,,"Geneos Wealth Management, Inc. Glendale AZ 18301 N 79th Ave",,,Salesforce
11150097,Inactive Investor,Kristofer Mores,,"Farmers Financial Solutions, LLC Cheyenne WY 1915 Warren Ave",gmores@farmersagent.com,,Salesforce
9595679,,Yonah Feder,,,yfeder@onex.com,,List import
9590629,,Maneesh Gandhi,,,mgandhi@evanstoncap.com,,List import
10950639,Inactive Investor,Richard Johnson,,"VESTECH Securities, Inc.",rjohnson@e-vestech.com,,Salesforce
353383,,H.F. Pitcairn,Chief Investment Officer,Pitcairn Family Office,r.pitcairn@pitcairn.com,(215) 887-6700,List Import
11190634,Inactive Investor,David Lackore,Chief Operating Officer;Director;Director - Operations;Regulatory Contact,Cyndeo Wealth Partners,dlackore@cyndeowp.com,,Salesforce
10898137,Inactive Investor,Genevra Knight,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
10842410,Inactive Investor,Todd Musial,,"Cambridge Investment Research, Inc. Westlake OH 28885 Center Ridge Rd",tmusial@cambridgeresource.com,,Salesforce
10799282,Inactive Investor,Mary Casey,,"Private Client Services, LLC",mcasey@kfg.com,,Salesforce
11106611,Inactive Investor,Jason Kahn,,Citigroup Global Markets Inc.,jason.m.kahn@citi.com,,Salesforce
11155940,Inactive Investor,Garrett Bybee,Chief Compliance Officer;Founder;Managing Member,Bybee Wealth Management LLC West Haven UT 2245 W Prevedel Dr,,,Salesforce
10858820,Inactive Investor,Trent Meewes,Owner;President,"Tallahassee Financial Advisors, Inc.",trent@tlhfa.com,,Salesforce
9639093,,Kevin Norton,,,kevin.norton@archny.org,,List import
232171,, -,,[[Unknown]],t8pc58q@gilfun.com,,
10906968,Inactive Investor,Stacey Zahoranski,Founder;Wealth Advisor,OneAscent Financial Services LLC Akron OH 2295 W Market St,stacey.zahoranski@oneascent.com,,Salesforce
11060946,Inactive Investor,Shea Gordon,,LPL Financial LLC Frisco TX 6160 Warren Pkwy,shea.gordon@lpl.com,,Salesforce
10982371,Inactive Investor,Amell Iglesias,,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,amell.iglesias@jpmorgan.com,,Salesforce
11104591,Inactive Investor,Michael Hutchinson,,PFS Investments Inc. Hurricane WV 104 Brent Way,,,Salesforce
11027441,Inactive Investor,Diana Hopson,,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",diana.hopson@raymondjames.com,,Salesforce
9587937,,Scott Ewing,,,scottmewing@yahoo.com,,List import
10845324,Inactive Investor,Raymond Bauer,Financial Consultant,Thrivent Investment Management Inc. Austin TX 13341 W Hwy 290,ray.bauer@thrivent.com,,Salesforce
11097343,Inactive Investor,Lindsey Hudspeth,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",lindsey.hudspeth@ml.com,,Salesforce
9574656,,Jennifer Isaacs,,,jisaacs@stratoswp.com,,List import
11005197,Inactive Investor,Adolfo Garcia,Financial Advisor,Edward Jones Houston TX 11750 Katy Fwy,fo.garcia@edwardjones.com,,Salesforce
371850,,Erica Lindo,,United States,lindo.erica@gmail.com,,Salesforce
11059520,Inactive Investor,Michael Hannon,,Fidelity Brokerage Services LLC,,,Salesforce
52977,,Juliette Romeo,,"LaSalle St. Investment Advisors, L.L.C.",jromeo@lasallest.com,,
9561219,,Nauman Malik,,,naumalik@yahoo.com,,List import
9642186,,Daniel Parker,,,dparker@addisoncapital.com,,List import
11105905,Inactive Investor,Michael Millender,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",mmillender@tiaa.org,,Salesforce
9580557,,Roger Nelson,,,playtennis7@gmail.com,,List import
10824904,Inactive Investor,Charles Haddad,,"Berthel, Fisher & Company Financial Services, Inc. Bloomfield Hills MI 7 W Square Lake Rd",,,Salesforce
10903038,Inactive Investor,Bruce Meade,Financial Advisor,Edward Jones Pequot Lakes MN 4461 Main St,bruce.meade@edwardjones.com,,Salesforce
10972302,Inactive Investor,Michael Russo,Wealth Advisor,RWA Wealth Partners,mrusso@rwawealth.com,,Salesforce
113200,,Michael Alber,Financial Professional,"Voya Financial Advisors, Inc.",michael.alber@voyafa.com,,
6724542,,Johnson Daniel,,,vejel95353@iucake.com,,Web Form Fillout
11161402,Inactive Investor,Cyrus Massoudi,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
11205612,Inactive Investor,Adam Potulski,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",,,Salesforce
10788315,Inactive Investor,Roseanna Loera,,J.P. Morgan Securities LLC McAllen TX 200 S 10th St,roseanna.a.loera@jpmorgan.com,,Salesforce
11044443,Inactive Investor,David Serposs,Financial Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",serposs.david@principal.com,,Salesforce
10871035,Inactive Investor,Katherine Motzkus,Senior Client Service Associate,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",katherine.motzkus@raymondjames.com,,Salesforce
11112902,Inactive Investor,Ashley Lowery,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11188633,Inactive Investor,Katherine Patterson,Senior Client Associate,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",katherine.patterson@wellsfargo.com,,Salesforce
11194417,Inactive Investor,Ronald Briggs,,"Osaic Wealth, Inc. Rosenberg TX 3510 Avenue I",,,Salesforce
10645408,,Kimberly Wall,,,kwall@rwbaird.com,,List Import
11128629,Inactive Investor,Payton Allen,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,,,Salesforce
10985173,Inactive Investor,Michael Ferguson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",,,Salesforce
9592360,,Brian McBride,,,brian.mcbride91@hotmail.co.uk,,List import
11005095,Inactive Investor,David Hocog,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10856603,Inactive Investor,Lee Wadkins,Financial Advisor,"Principal Securities, Inc. Tulsa OK 6666 S Sheridan Rd",,,Salesforce
9619692,,jvd shirazi,,,m.j.shirazi7981@gmail.com,,List import
10830473,Inactive Investor,Stephen Savrann,,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",,,Salesforce
11107756,Inactive Investor,Sunica Edelstein,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Ocean Endowment Partners, LLC",tedelstein@oceanendowment.com,,Salesforce
58262,,Joseph Gallant,Financial Advisor,"Voya Financial Advisors, Inc.",joseph.gallant@voyafa.com,603-498-7865,
341834,,Ralf Poetschke,Support,"Key Capital Advisors, Inc.",ralf@keycapitaladvisors.com,305-302-0919,Manual List Upload
11152670,Inactive Investor,David Upin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",david.upin@rbc.com,,Salesforce
11175435,Inactive Investor,Babita Shrestha,,J.P. Morgan Securities LLC Sugar Land TX 925 Hwy 6,babita.shrestha@jpmorgan.com,,Salesforce
9631516,,Benjamin Giove,,,bgov48@gmail.com,,List import
248924,,Paul Martinez,Student,Brooklyn college,paulmartinezf95@gmail.com,,Manual List Upload
348882,,John Sloan,"Financial Planner, Social Security Specialist",Joseph P. Lucia & Assoc,jsloan@luciaandassociates.net,914-352-6600,Manual List Upload
11228957,Inactive Investor,Jeffrey Gibson,Financial Advisor,Edward Jones Fairfax VA 2751 Prosperity Ave,,,Salesforce
10845909,Inactive Investor,Thomas Kenyon,Financial Advisor,"Ameriprise Financial Services, LLC McLean VA 8484 Westpark Dr",thomas.j.kenyon@ampf.com,,Salesforce
11123971,Inactive Investor,Karen Henry,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,karen_henry@vanguard.com,,Salesforce
10484901,,Kevin Parish,Owner,"Kelley Lane Capital, LLC",kevin@akardst.com,,List Import
11001921,Inactive Investor,Robert Oakes,,"DAI Securities, LLC Raleigh NC 1500 Sunday Dr",,,Salesforce
9592820,,Nick Kuranda,,,nicholas.kuranda@tufts.edu,,List import
11181150,Inactive Investor,Jana Shepard,Financial Advisor,Edward Jones Saint Charles MO 3762 Monticello Plz,jana.shepard@edwardjones.com,,Salesforce
9559421,,Christopher Dagnes,"Partner, Portfolio Manager","Hamlin Capital Management, LLC",cdagnes@hamlincm.com,212-752-8777,List import
10902389,Inactive Investor,Fletcher Dameron,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",fletcher.dameron@ml.com,,Salesforce
11011298,Inactive Investor,Vincent Gregory,,"Raymond James Financial Services, Inc. Collinsville OK 1107 W Main St",vincent.gregory@raymondjames.com,,Salesforce
10992826,Inactive Investor,Anthony Davis,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10819562,Inactive Investor,Claudine Choquette,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,claudine.choquette@ubs.com,,Salesforce
246219,,Not Provided,E.D.,HSCC,gregory_t_garcia@hotmail.com,,Manual List Upload
9603167,,Manvir Manak,,,mmanak@metlife.com,,List import
10804215,Inactive Investor,John Conway,,L.M. Kohn & Company Scranton PA 212 E Drinker St,,,Salesforce
10960895,Inactive Investor,Qi Gao,,Maxim Group LLC,,,Salesforce
9621003,,stan bort,,,bortstanley@gmail.com,,List import
11235234,Inactive Investor,Matthew Knuth,Lead Advisor,"Stordahl Capital Management, Inc.",,,Salesforce
11187853,Inactive Investor,Justin Coleman,Financial Advisor,Edward Jones Lafayette IN 1803 Veterans Memorial Pkwy S,justin.coleman@edwardjones.com,,Salesforce
11072492,Inactive Investor,Erik Pharris,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10892041,Inactive Investor,Jeng Yang Ling,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",jengyang.ling@tfaconnect.com,,Salesforce
11050496,Inactive Investor,Demetra Denson,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,demetra.denson@primerica.com,,Salesforce
10875466,Inactive Investor,Thomas Muscato,Wealth Advisor,Commonwealth Financial Network Pittsford NY 179 Sullys Trl,tmuscato@commonwealth.com,,Salesforce
11236485,Inactive Investor,Mason Moore,Principal Advisor,Fermata Advisors Chico CA 2452 Lakewest Dr,,,Salesforce
10884806,Inactive Investor,Margaret Hartigan,Chief Executive Officer;Founder,Marstone LLC,mhartigan@marstone.com,,Salesforce
11140962,Inactive Investor,Scott Shea,Financial Advisor,"Wells Fargo Clearing Services, LLC Seabrook TX 2929 Nasa Pkwy",scott.shea@wellsfargo.com,,Salesforce
9597769,,jean michel,,,adrien.kahn@hotmail.fr,,List import
230854,, -,,[[Unknown]],mass.shock57@gmail.com,,
10884771,Inactive Investor,Anthea Lai,Financial Consultant;Vice President,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,anthea.lai@us.hsbc.com,,Salesforce
10917377,Inactive Investor,Scott Morley,,Cetera Advisor Networks LLC La Verne CA 1185 Baseline Rd,scott.morley@ceterawealth.com,,Salesforce
9567573,,Sue Allbaugh,,,sue.allbaugh@pnc.com,,List import
373709,,Shiva Chandrashekher,,[Unknown],cshivaramakrishnan@gmail.com,,source
11186578,Inactive Investor,Gabriel Guy,,J.P. Morgan Securities LLC Windsor CO 1595 Main St,gabriel.guy@jpmorgan.com,,Salesforce
10759313,Inactive Investor,Ryan Bailey,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ryan.bailey@fidelity.com,,Salesforce
4691690,,Gaston Albornoz,,,gastonalbornoz@pm.me,,Web Form Fillout
11158806,Inactive Investor,Mary Duncan,Private Client Banker;Vice President,J.P. Morgan Securities LLC Albuquerque NM 8001 Wyoming Blvd NE,mary.duncan@chase.com,,Salesforce
11171326,Inactive Investor,Florence Alacar,,PFS Investments Inc. Escondido CA 940 E Valley Pkwy,falacar@primerica.com,,Salesforce
5168088,,Jesus Contreras,,,jesusmcr24@gmail.com,,Web Form Fillout
10771366,Inactive Investor,Kellie Hueter,,"Stifel, Nicolaus & Company, Incorporated Bloomfield Hills MI 39533 Woodward Ave",,,Salesforce
11166548,Inactive Investor,Antonio Kes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",antonio.kes@ml.com,,Salesforce
11007265,Inactive Investor,Ethan Gilbert,,"Osaic Wealth, Inc. Austin TX 4810 Spicewood Springs Rd",,,Salesforce
11035403,Inactive Investor,Ashley Stewart,,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",ashley.stewart@voya.com,,Salesforce
10973585,Inactive Investor,Robert Schulte,,"FBL Marketing Services, LLC Great Falls MT 21 3rd St N",robert.schulte@fblfinancial.com,,Salesforce
11048461,Inactive Investor,Kurt Anderson,Senior Vice President;Wealth Advisor,"Fairhaven Wealth Management, LLC",,,Salesforce
9547921,,JayRTo -,,,339739618@qq.com,,List import
10865807,Inactive Investor,Mike Swinnerton,,State Farm VP Management Corp. Milton Freewater OR 14 S Columbia St,,,Salesforce
11161850,Inactive Investor,Stewart Parks,Financial Services Representative,"MML Investors Services, LLC Birmingham AL 3000 Riverchase Galleria",stewartparks@financialguide.com,,Salesforce
11113273,Inactive Investor,Douglas Harp,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11037204,Inactive Investor,Martha Costa,,"Sabadell Securities USA, Inc.",,,Salesforce
10846642,Inactive Investor,Eric Gluse,,"Truist Investment Services, Inc. West Columbia SC 701 12th St",eric.gluse@truist.com,,Salesforce
10960247,Inactive Investor,Riley Simmons,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11023497,Inactive Investor,Alberto Facundo,,J.P. Morgan Securities LLC Princeton TX 801 W Princeton Dr,,,Salesforce
10986852,Inactive Investor,Monica Del Campo,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11076090,Inactive Investor,Jesse Haller,Co-Chief Compliance Officer;Co-Founder;Owner;Partner;Regulatory Contact;Vice President,"Compass Financial Group, Inc",jesse@compassfin.net,,Salesforce
9564291,,Troy Lerner,,,troy@booyahadvertising.com,,List import
342141,,Nick Pappas,Client Relationship Manager,"Chatham Investment Advisors, Llc",npappas@chathamfinancial.com,610-925-3120,Manual List Upload
11132574,Inactive Investor,Charles Martin,Chief Compliance Officer,"Berkshire Asset Management, LLC",cmartin@berkshiream.com,,Salesforce
9613412,,Monika Bhasin,,,mbhasin@cwhenderson.com,,List import
11059506,Inactive Investor,Patricia Garza,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,patricia.garza@primerica.com,,Salesforce
11074544,Inactive Investor,Karen Hermerath Harvey,,LPL Financial LLC Scottsdale AZ Private Residence,karen.hermerathharvey@lpl.com,,Salesforce
11015671,Inactive Investor,Paul Orosz,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,paul.orosz@primerica.com,,Salesforce
6975379,,Prim Asha,,,primasha@gmail.com,,Web Form Fillout
10779460,Inactive Investor,Craig Zumpano,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingwood TX 600 Rockmead Dr",craig_zumpano@ml.com,,Salesforce
10866484,Inactive Investor,Stephen Martin,Financial Advisor,LPL Financial LLC Midvale UT 7160 S Union Park Ave,stephen.j.martin@lpl.com,,Salesforce
10905488,Inactive Investor,Matthew Mccormick,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11126263,Inactive Investor,Bruce White,Vice President - Investments,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",bruce.white@raymondjames.com,,Salesforce
9580770,,Patrick Marano,,,pm@breanam.com,,List import
173777,,Conor Lynam,,[Unknown],conorlynam@yahoo.ie,,Paid Social
9549266,,Ryan Boyle,,,ryan1boyle@hotmail.com,,List import
11196246,Inactive Investor,Joseph Mortenson,,Cetera Financial Specialists LLC Castle Rock CO 1491 Red Cliff Way,,,Salesforce
10876194,Inactive Investor,Stuart Irby,,Stephens,sirby@stephens.com,,Salesforce
10436842,,Frederic Nichols,,,nicholsfa5@gmail.com,,Web Form Fillout
10952473,Inactive Investor,Arnold Rexhmataj,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,arnold.rexhmataj@jpmorgan.com,,Salesforce
9608181,,Fadhil Irvansyah,,,fadhilmuh255@gmail.com,,List import
11019971,Inactive Investor,Kelly Taylor,,"Financial Security Management, Incorporated",,,Salesforce
9612686,,Mark Watson,,,mwatson@keelasset.com,,List import
11039244,Inactive Investor,Douglas Robinson,,"Cambridge Investment Research, Inc. Doylestown OH Private Residence",,,Salesforce
11036148,Inactive Investor,Melanie Schott,,Commonwealth Financial Network Langhorne PA 1705 Langhorne Newtown Rd,mschott@commonwealth.com,,Salesforce
9645159,,Artem Arbitman,,,arbitmen@gmail.com,,List import
11205598,Inactive Investor,Andrea Cammarano,Assistant Vice President;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",andrea.c.cammarano@ml.com,,Salesforce
9586846,,Douglas Erb,,,derb@royaltypharma.com,,List import
10827460,Inactive Investor,Kevin Connors,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlestown MA 10 City Sq",kevin.x.connors@ampf.com,,Salesforce
10898927,Inactive Investor,April Malcolm,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11136195,Inactive Investor,Conrad Van Coller,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",conrad.van.coller@ml.com,,Salesforce
11255269,Inactive Investor,Nicholas Pinelli,Financial Advisor;Operations Manager,Jacksonville Wealth Management,nick@jaxwealth.com,,Salesforce
11006035,Inactive Investor,Clinton Barber,Associate Wealth Advisor,Corient Chicago IL 10 S Wacker Dr,clinton.barber@corient.com,,Salesforce
10933052,Inactive Investor,Clayton Lake,,Edward Jones Birmingham AL 2041 Old Montgomery Hwy,,,Salesforce
10865913,Inactive Investor,Michael Mansur,President,ORG Partners Dallas TX 5001 Spring Valley Rd,michael.mansur@orgpag.com,,Salesforce
10965000,Inactive Investor,Joseph Hooper,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",joseph.hooper@ml.com,,Salesforce
9593903,,Carter Slaughter,,,cslaughter@lowebrockenbrough.com,,List import
11017603,Inactive Investor,Lore Storm,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Portfolio Manager;Vice President,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,lore.storm@morganstanley.com,,Salesforce
9632145,,Doug Tenenbaum,,,tenenbaumrealestate@gmail.com,,List import
11192639,Inactive Investor,Samuel Hyland,Manager,"Walnut Green Asset Management, LLC",hyland@walnutgreen.net,,Salesforce
10845462,Inactive Investor,Ryan Shortridge,Investment Advisor Representative,APS Investment Management Group,rshortridge@apsadvisors.com,,Salesforce
10931899,Inactive Investor,Adrian Solis,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,adrian.solis@primerica.com,,Salesforce
11007641,Inactive Investor,Yudi Rodriguez,,NYLIFE Securities LLC Silver Spring MD 10310 Greenacres Dr,yrodriguez01@ft.newyorklife.com,,Salesforce
11055086,Inactive Investor,Yi Yu,Financial Consultant;Vice President,HSBC Securities (USA) Inc. Bellevue WA 196 Bellevue Way NE,,,Salesforce
11208193,Inactive Investor,Clint Derose,,"Raymond James Financial Services, Inc. Englewood CO 8400 E Prentice Ave",clint.derose@raymondjames.com,,Salesforce
9607440,,Matthew O'Brien,,,matthew.obrien@obriengreene.com,,List import
11178954,Inactive Investor,Gregory Bruno,Financial Advisor,"Wells Fargo Clearing Services, LLC Clark NJ 1161 Raritan Rd",gregory.bruno@wellsfargo.com,,Salesforce
11028918,Inactive Investor,Luissyneth Negrette Chacon,,J.P. Morgan Securities LLC Katy TX 1565 S Mason Rd,luissyneth.negrette-chacon@jpmorgan.com,,Salesforce
10604457,,Mark DeBourg,financial advisor,Royal Alliance,mdebourg@rlpmt.com,406-272-1015,List Import
11085640,Inactive Investor,Tassadit Bellal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 6 Tremont St",tassadit.bellal@ml.com,,Salesforce
11003557,Inactive Investor,Robert Tribolet,,"Raymond James & Associates, Inc.",robert.tribolet@raymondjames.com,,Salesforce
9545072,,baji baji,,,alsaloumidis@gmail.com,,List import
11156707,Inactive Investor,Daniel Hansen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,daniel.hansen@fmr.com,,Salesforce
11025151,Inactive Investor,Gabriel Gopar Soriano,,PFS Investments Inc. Rohnert Park CA 5350 Commerce Blvd,ggopar@primerica.com,,Salesforce
352088,,Hannah Chase,Portfolio Specialist,Harding Loevner Lp,hchase@hardingloevner.com,908-218-7900,Manual List Upload
190043,,Derek Gregoire,"Member, Owner, Regulatory Contact, Vice President","SHP Wealth Management, LLC",derekg@shpne.com,508-746-2400,product
9549273,,Siarhei Sukhanau,,,siarheisukhanau@gmail.com,,List import
11133058,Inactive Investor,Ginger Romero Pardlo,,"Halliday Financial, LLC",gromeropardlo@hallidayfinancial.com,,Salesforce
10791241,Inactive Investor,Louis Bryant,Senior Manager,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",lbryant@tiaa-cref.org,,Salesforce
10658658,,Rojelio Medina,,,rmedina@farmersagent.com,,List Import
11060069,Inactive Investor,Joshua Bauer,,Cetera Advisor Networks LLC Cookeville TN 1459 Interstate Dr,josh.bauer@ceterawealth.com,,Salesforce
10775722,Inactive Investor,Adam Anastasoff,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,adam.anastasoff@fidelity.com,,Salesforce
11107877,Inactive Investor,Peter Chow,Senior Wealth Advisor,Citigroup Global Markets Inc. Placentia CA 1300 N Kraemer Blvd,,,Salesforce
11141077,Inactive Investor,Jose Maraver,,"Portfolio Resources Group, Inc.",jmaraver@prginc.net,,Salesforce
11235609,Inactive Investor,Kevin Cox,Investment Advisor;Vice President,"Masterworks Advisers, LLC",kcox@masterworks.com,,Salesforce
9567915,,David Hollo,,,david.hollo@monetagroup.com,,List import
10971422,Inactive Investor,Michael Quitazol,,"Charles Schwab & Co., Inc. Temecula CA Private Residence",,,Salesforce
10754890,Inactive Investor,Christopher Leverett,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",christopher.leverett@rbc.com,,Salesforce
11085195,Inactive Investor,Carolyn Filasky,Financial Advisor,LPL Financial LLC Palm Beach Gardens FL 800 Village Square Xing,carolyn.filasky@lpl.com,,Salesforce
11163889,Inactive Investor,John Powell,,"Calton & Associates, Inc. Sarasota FL Private Residence",jpowell@calton.com,,Salesforce
10813564,Inactive Investor,Jennifer Sexton,Manager;Vice President,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",jennifer.schultze@benjaminfedwards.com,,Salesforce
10997253,Inactive Investor,Daniel Lottinger,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10778496,Inactive Investor,Karyu Chou,Private Client Investment Associate,J.P. Morgan Securities LLC Warren NJ 9 Mount Bethel Rd,karyu.chou@jpmorgan.com,,Salesforce
11119408,Inactive Investor,Jessica Vaughan,,"Raymond James Financial Services, Inc. Stamford TX 104 S Swenson St",jessica.vaughan@raymondjames.com,,Salesforce
10942235,Inactive Investor,Elizabeth Staab,,"TastyTrade, Inc. Chicago IL 1000 W Fulton Market",,,Salesforce
9581040,,Ned Thomas,,,nthomas@lincolndouglas.net,,List import
11122425,Inactive Investor,Roger Martinson,Financial Advisor,Edward Jones Delmar DE 38650 Sussex Hwy,roger.martinson@edwardjones.com,,Salesforce
10882146,Inactive Investor,John Ellis,,"Farmers Financial Solutions, LLC San Pablo CA 13925 San Pablo Ave",jellis@farmersagent.com,,Salesforce
10908151,Inactive Investor,Alexander Padron,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9626350,,Çayan Ça?da? Erbil,,,cayanerbil123@hotmail.com,,List import
1003833,Inactive Investor,Gordon Luk,,Gordon Luk,lukgordon@gmail.com,8179388638,
10912095,Inactive Investor,Niall Patterson,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,niall.patterson@fidelity.com,,Salesforce
10913904,Inactive Investor,Kevin Zoltek,,Cetera Advisor Networks LLC Kinston NC Private Residence,,,Salesforce
11083639,Inactive Investor,Matthew Ward,Preferred Relationship Manager,"Fifth Third Securities, Inc. Winter Garden FL 3004 Daniels Rd",matthew.ward@53.com,,Salesforce
342507,,Reggie Mcfadden,Investment Research,Advisor.investments,reggie@advisor.investments,225-292-0687,Manual List Upload
11054560,Inactive Investor,Paul Derrick,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Skaneateles NY 3 Fennell St,paul.derrick@morganstanley.com,,Salesforce
11058566,Inactive Investor,Kjell Christiansen,Financial Advisor,"Ameriprise Financial Services, LLC West Bridgewater MA 700 W Center St",kjell.i.christiansen@ampf.com,,Salesforce
10531427,,QUANT PAPA,,,quantpapa@gmail.com,,Web Form Fillout
9543988,,Zamriabd Abd,,,zamribinfinity@gmail.com,,List import
11066817,Inactive Investor,Eric Mckean,Chief Compliance Officer;Financial Advisor;Founder,Blue Elm Advisors,,,Salesforce
11036690,Inactive Investor,Richard Busacca,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",richard.busacca@nm.com,,Salesforce
11199217,Inactive Investor,Lina Kiryakoza,,J.P. Morgan Securities LLC Farmington MI 33200 W 12 Mile Rd,lina.kiryakoza@jpmorgan.com,,Salesforce
10883846,Inactive Investor,Paul Coroneos,Wealth Advisor,LPL Financial LLC Driftwood TX Private Residence,paul.coroneos@lpl.com,,Salesforce
11186848,Inactive Investor,John Cole,Financial Advisor;Portfolio Manager,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,mike.cole@morganstanley.com,,Salesforce
10764150,Inactive Investor,James Birks,Chief Compliance Officer;Director;President,Birks Financial Corp. McLean VA 1749 Old Meadow Rd,jim@birksfinancial.com,,Salesforce
10820335,Inactive Investor,Jordan King,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,jordan.s.king@ms.com,,Salesforce
11199372,Inactive Investor,Shawn Hendon,Portfolio Manager;President,Torray Investment Partners LLC,shendon@torray.com,,Salesforce
10827130,Inactive Investor,Michael Wade,Financial Advisor,Edward Jones Daleville VA 1591 Roanoke Rd,michael.w.wade@edwardjones.com,,Salesforce
11160500,Inactive Investor,Margaret Gray,,State Farm VP Management Corp. Indiana PA 1295 Indian Springs Rd,,,Salesforce
11175795,Inactive Investor,Matthew Keator,,"Raymond James Financial Services, Inc. Lenox MA 218 Main St",,,Salesforce
10826100,Inactive Investor,John O'Brien,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,john.j.obrien@ubs.com,,Salesforce
9603593,,xieliwei PQABCR,,,hulumao520@gmail.com,,List import
10487255,,Robert Evans,"Senior Consultant, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",robert_evans2@ml.com,,List Import
10894940,Inactive Investor,Jeffrey Moore,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",jeff.moore@ampf.com,,Salesforce
11117893,Inactive Investor,Mark Snyder,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lemoyne PA 635 N 12th St",mark.snyder@rbc.com,,Salesforce
11204424,Inactive Investor,Sarah Mcginniss,Financial Advisor,Savant Wealth Management Madison WI 1200 John Q Hammons Dr,smcginniss@savantwealth.com,,Salesforce
11161962,Inactive Investor,Salvatore Saetta,,"Wells Fargo Advisors Financial Network, LLC Beachwood OH 3201 Enterprise Pkwy",salvatore.saetta@wfafinet.com,,Salesforce
10982435,Inactive Investor,Cody Clay,,"Osaic Wealth, Inc.",,,Salesforce
10936172,Inactive Investor,Grady Loew,Financial Advisor,Edward Jones Chippewa Falls WI 16855 County Hwy X,grady.loew@edwardjones.com,,Salesforce
11111030,Inactive Investor,Eric Hermes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Baltimore MI 30650 23 Mile Rd",eric.hermes@ml.com,,Salesforce
10920212,Inactive Investor,Jed McCrumb,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Kalamazoo MI 350 E Michigan Ave",jed.mccrumb@ampf.com,,Salesforce
114078,,Robert Hodgkiss,Managing Partner,Eagle Strategies LLC,rhodgkiss@ft.newyorklife.com,630-795-5100,
10933530,Inactive Investor,Susan Cromwell,Financial Advisor,LPL Financial LLC Knoxville TN 924 Scenic Dr,susan.cromwell@lpl.com,,Salesforce
77847,,Andrew McGovern,Owner,Newport Marketing,andrew@newport.marketing,,
9578562,,Kristi Slavin,,,kslavin@metlife.com,,List import
10911285,Inactive Investor,Jon Saari,,State Farm VP Management Corp. Silver City NM 1 Ranch Club Rd,jon.saari.d3za@statefarm.com,,Salesforce
10884856,Inactive Investor,Henry Summer,,"Cambridge Investment Research, Inc. Newberry SC 1508 Lindsay St",,,Salesforce
11235746,Inactive Investor,Susan McDonald,Director - Research;Portfolio Manager,Stolper Asset Management,,,Salesforce
10996005,Inactive Investor,Zulma Justiniano,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,zjustiniano@primerica.com,,Salesforce
11107202,Inactive Investor,Eric Lyon,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,,,Salesforce
10890350,Inactive Investor,Owen Denicenco,,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,owen.denicenco@jpmorgan.com,,Salesforce
9544318,,Michael Jones,,,ydude176@gmail.com,,List import
10659821,,Tania Anderson,,,tanderson@williamblair.com,,List Import
10797823,Inactive Investor,Nico Beasley,Supervisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",nico.beasley@wellsfargoadvisors.com,,Salesforce
199094,,Charles Hughes,,Retired,chrlhugh8336@gmail.com,904 631 0234,
11041828,Inactive Investor,Toan Nguyen,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,toan.nguyen@chase.com,,Salesforce
10640139,,Raymond Vakel,,,rayvak@hotmail.com,,Web Form Fillout
10787260,Inactive Investor,Bryan Williamson,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",bryan.williamson@schwab.com,,Salesforce
10793137,Inactive Investor,Denise Fiamingo,Senior Client Associate,"RBC Capital Markets, LLC Baltimore MD 1201 Wills St",denise.fiamingo@rbc.com,,Salesforce
9633232,,Raúl Zubillaga,"Chief Investment Officer, CFA",Klosters Capital,rzubillaga@klosters-capital.com,,List import
10970285,Inactive Investor,Dillon DeGuire,Relationship Banker,"Wells Fargo Clearing Services, LLC Keller TX 910 Keller Pkwy",,,Salesforce
10889536,Inactive Investor,Marion Halliday,Head - Risk,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",marion.halliday@lfg.com,,Salesforce
10879051,Inactive Investor,Christopher Roberts,,"Cambridge Investment Research, Inc. Des Plaines IL 2800 S River Rd",,,Salesforce
10811577,Inactive Investor,David Lewis,Financial Advisor;Lending Specialist;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,david.s.lewis@morganstanley.com,,Salesforce
10953911,Inactive Investor,Melissa Tracy,,"U.S. Bancorp Investments, Inc. Spokane WA 428 W Riverside Ave",,,Salesforce
11072593,Inactive Investor,Juan Ponce Carvajal,,J.P. Morgan Securities LLC Bethesda MD 7901 Wisconsin Ave,,,Salesforce
10771962,Inactive Investor,Aimee Morrison,,Morgan Stanley Columbus OH 41 S High St,,,Salesforce
11010519,Inactive Investor,Seamus Byrne,Planning Analyst,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9602223,,terry lam,,,terry@wealthnimble.com,,List import
10982312,Inactive Investor,Joseph Talarico,,"Empower Financial Services, Inc",joseph.talarico@empower.com,,Salesforce
11154078,Inactive Investor,Daniel Calloway,Financial Advisor,"Ameriprise Financial Services, LLC York PA 224 Saint Charles Way",dan.calloway@ampf.com,,Salesforce
10794181,Inactive Investor,Jeffrey Faunce,Financial Advisor,Oppenheimer & Co. Inc. Denver CO 3200 E Cherry Creek South Dr,jeffrey.faunce@opco.com,,Salesforce
197170,,Allison Alley,,"Pure Financial Advisors, Inc.",allison.alley@purefinancial.com,(949)477-1219,
9603769,,PHILLIP MENG,,,phil@stellar.org,,List import
10971080,Inactive Investor,Brian Lewis,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 1375 E 9th St",,,Salesforce
9646504,,GREGORY MORGAN,,,greattolearn@aol.com,,List import
10906781,Inactive Investor,James Howard,,State Farm VP Management Corp. North Salt Lake UT 420 N Redwood Rd,,,Salesforce
11182137,Inactive Investor,James Matthews,,Cetera Advisors LLC League City TX 2450 S Shore Blvd,,,Salesforce
10831166,Inactive Investor,William Georgen,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",william.georgen@rbc.com,,Salesforce
10867943,Inactive Investor,Paul Orihel,Wealth Advisor,"Insight Advisors, LLC Newtown PA 10 N Main St",paulorihel@myinsightadvisors.com,,Salesforce
321728,,j j,ceo,dasset,jonesjarvi@gmail.com,,Manual List Upload
7189850,,Darryl Porter,,,darrylporter1214@gmail.com,,Web Form Fillout
9593533,,Danielle Sieverling,,,danielle.sieverling@nreca.coop,,List import
11047779,Inactive Investor,Valerie Turner,,"Osaic Wealth, Inc. Springfield IL 3051 Hollis Dr",,,Salesforce
2114529,,Prabha Prabha kumari,,,prabhakumariprabha752@gmail.com,,
11004073,Inactive Investor,Matthew Pope,,LPL Financial LLC Menomonie WI 444 Broadway St S,matthew.pope@lpl.com,,Salesforce
9576005,,Erica Leung,,,erica.leung@wellington-altus.ca,,List import
11234006,Inactive Investor,Christian Rodriguez,Assistant Vice President;Relationship Banker,"Wells Fargo Clearing Services, LLC Clayton NC 1405 Executive Dr",,,Salesforce
9620544,,Jerome Gaudin,,,j.gaudin@edr.com,,List import
9637253,,dcf zxs zxsdf ff,,,gogaji1194@orgria.com,,List import
11101000,Inactive Investor,Joseph Sutter,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC",joseph.sutter@wellsfargoadvisors.com,,Salesforce
9636019,,Carissa Dennis,,,carissad@wealthfirm.info,,List import
11050557,Inactive Investor,Jeffrey Shaughnessy,,"MML Investors Services, LLC Tulsa OK 2200 S Utica Pl",,,Salesforce
11120941,Inactive Investor,Johnny Covello,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11080376,Inactive Investor,Leticia Goenaga,,UBS Financial Services Inc. San Diego CA 600 W Broadway,leticia.goenaga@ubs.com,,Salesforce
10857078,Inactive Investor,Keven Picardo,,Cetera Advisors LLC Henderson NV 375 N Stephanie St,,,Salesforce
11113144,Inactive Investor,Danielle Yokell,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",danielle.broude@alliancebernstein.com,,Salesforce
10769678,Inactive Investor,Ronald Velez,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10812331,Inactive Investor,Walter Buettel,Financial Planning Consultant,"Voya Financial Advisors, Inc.",walt.buettel@voya.com,,Salesforce
10761600,Inactive Investor,Paul Skaf,Executive Director;Family Wealth Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,paul.skaf@morganstanley.com,,Salesforce
9616179,,Lund Edward,,,elund@alchemypartnersllc.com,,List import
10893683,Inactive Investor,Bradford Small,Financial Consultant,LPL Financial LLC Lancaster SC 607 N Main St,brad.small@lpl.com,,Salesforce
9571347,,Nick van de Hulsbeek,,,mail@nickvandehulsbeek.nl,,List import
10596084,,andrew szabo,,,aszabo@exemplarcapital.com,,Web Form Fillout
11039107,Inactive Investor,Mayra Barrera,,PFS Investments Inc. Oakland NJ 48 Spruce St,mayra.barrera@primerica.com,,Salesforce
352868,,Gursahiba Chandhoke,Associate Banker,Citibank,gursahiba.chandhoke@citi.com,,Event
9550781,,Allan Merrill,,,allan.merrill@surveyor-capital.com,,List import
10993038,Inactive Investor,Katrina Oneill,,"Packerland Brokerage Services, Inc. Minocqua WI Private Residence",katrina_oneill@packerlandbrokerage.com,,Salesforce
10792994,Inactive Investor,Matthew Vahl,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,matthew.vahl@fmr.com,,Salesforce
9631636,,giorgos mavreas,,,gmavreas@gmail.com,,List import
9563127,,Niki Lee,,,nikita0338@gmail.com,,List import
9622073,,Amgaa B,,,b17fa1210@ufe.edu.mn,,List import
11199604,Inactive Investor,David Kim,President,"Vision Capital Investment Management, Inc.",,,Salesforce
10828580,Inactive Investor,Allan Rosen,,Cetera Advisor Networks LLC Tempe AZ 60 E Rio Salado Pkwy,rosena@ceteranetworks.com,,Salesforce
11211225,Inactive Investor,Maklof Hoshan,Financial Advisor,"Wells Fargo Clearing Services, LLC Paterson NJ 273 Crooks Ave",mac.hoshan@wellsfargo.com,,Salesforce
11117329,Inactive Investor,Jorie O'Keefe,,J.P. Morgan Securities LLC Valparaiso IN 2301 Calumet Ave,jorie.e.stahl@chase.com,,Salesforce
10613641,,Daniel Horowitz,"Financial Advisor, Managing Director",,daniel.horowitz@wellsfargoadvisors.com,,List Import
11190952,Inactive Investor,Timothy Clark,Principal;Wealth Manager,"Modera Wealth Management, LLC New York NY 19 W 44th St",timc@moderawealth.com,,Salesforce
11167758,Inactive Investor,Jameson Viljaste,Branch Manager;Director,UBS Financial Services Inc. Sewickley PA 2200 Georgetown Dr,jameson.viljaste@ubs.com,,Salesforce
11087328,Inactive Investor,Chris Belchamber,Chief Operating Officer;Founder;Investment Advisor;Managing Partner;President,CB Investment Management McLean VA Private Residence,,,Salesforce
4723798,,Andrii Myroshnychenko,,,88jackpot@gmail.com,380986444497,Web Form Fillout
10773805,Inactive Investor,Vincent Mancuso,Executive Director;Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Greenwich CT 1 Fawcett Pl,vincent.j.mancuso.jr@morganstanley.com,,Salesforce
10956659,Inactive Investor,Tina Mobley,,Edward Jones Odessa TX 3800 E 42nd St,,,Salesforce
230221,, -,,[[Unknown]],jackschang@verizon.net,,Paid Search
11045013,Inactive Investor,Aaron Connell,Chief Compliance Officer;President;Principal;Senior Wealth Advisor,"One Brick Planning & Consulting, LLC Greenwood Village CO 5500 Greenwood Plaza Blvd",,,Salesforce
11239409,,Alis binti ahjie,,,dela.alice@yahoo.com,0168275169,Web Form Fillout
11221735,,Michael Amerio,,,mamerio@lhmp.com,,List Import
11222794,,Charles Welling,,,cwelling@merceradvisors.com,,List import
10856656,Inactive Investor,Mark Patton,Chief Compliance Officer;Corporate Secretary;Director;Founder;President;Shareholder;Treasurer,Patton Wealth Advisors,mark@pattonfunds.com,,Salesforce
7077441,,voleak phorn,,,jewina1652@maazios.com,,Web Form Fillout
10948624,Inactive Investor,Donald Johnson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Stillwater OK 901 S Main St",donald.johnson@tfaconnect.com,,Salesforce
10852294,Inactive Investor,Kristen Chamblee,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",kristen.chamblee@ml.com,,Salesforce
11254665,Inactive Investor,Alexis Smith,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10875232,Inactive Investor,Bennett Woodward,Chief Investment Officer,Waterloo Capital,bwoodward@waterloocap.com,,Salesforce
76500,,DONALD TOMASELLO,,NA,hdocdon@aol.com,12158721199,
244551,,Britt Marcus,Marcus Enterprises,Marcus Enterprises,brittmarcus1234@gmail.com,,Manual List Upload
11236805,Inactive Investor,Jacob Davelaar,Wealth Advisor,"Legacy Wealth Management, LLC",jacob@legacywealthmg.com,,Salesforce
11098068,Inactive Investor,Alexander Keoleian,,"Crescent Securities Group, Inc.",,,Salesforce
11116960,Inactive Investor,Edward Lupardo,Financial Professional,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",edward.lupardo@prudential.com,,Salesforce
239099,,Joshua Black,,United States,pain2gain631@gmail.com,,Advertising
10860276,Inactive Investor,Aaron Turner,Financial Advisor,LPL Financial LLC Lincoln University PA Private Residence,aaron.turner@lpl.com,,Salesforce
11210000,Inactive Investor,Adam Tiemann,,Edward Jones,,,Salesforce
10621678,,David Logan,,,dlogan@baycrestpartners.com,,List import
11219881,,Sean Lunny,,,sean.lunny@stokerostler.com,,Other
11092495,Inactive Investor,Shannon Raines,Associate Branch Manager;Financial Advisor,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,sraines@rwbaird.com,,Salesforce
10830293,Inactive Investor,Brook Deaver,Financial Advisor,Commonwealth Financial Network Overland Park KS 10801 Mastin St,deaver@commonwealth.com,,Salesforce
10984974,Inactive Investor,Anthony Milam,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,anthonymilam@statefarm.com,,Salesforce
10969301,Inactive Investor,Kyle Croushore,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 633 3rd Ave,kyle.croushore@jpmorgan.com,,Salesforce
230310,, -,,[[Unknown]],jameshsu_2000@yahoo.com,,
345624,,Alyssa Rakovich,Investment Adviser Representative,Namcoa,arakovich@namcoa.com,239-593-5525,Manual List Upload
10811616,Inactive Investor,Todd Sanftner,Financial Advisor,LPL Financial LLC West Des Moines IA 6600 Westown Pkwy,todd.sanftner@lpl.com,,Salesforce
10756999,Inactive Investor,Luis Perello,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",luis.r.perello@ml.com,,Salesforce
10778528,Inactive Investor,Abraham Fishweicher,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",abraham_i_fishweicher@ml.com,,Salesforce
345107,,Joseph Childrey,Managing Member,"Probabilities Fund Management, Llc",jchildrey@probabilitiesfund.com,800-519-0438,Manual List Upload
10879793,Inactive Investor,Craig Neiderheiser,,State Farm VP Management Corp. Spencer IA 115 Grand Ave,craig.a.neiderheiser.dnth@statefarm.com,,Salesforce
11110179,Inactive Investor,Kimberly Pendleton,,PFS Investments Inc. Redlands CA 721 Nevada St,kpendleton@primerica.com,,Salesforce
11082975,Inactive Investor,Francis Lorine,,Commonwealth Financial Network Blue Bell PA 640 Skippack Pike,florine@commonwealth.com,,Salesforce
9646257,,Mac Reiss,,,mac_reiss@yahoo.com,,List import
11139834,Inactive Investor,Rommel Valarao,Financial Advisor,Citigroup Global Markets Inc. Pasadena CA 3677 E Foothill Blvd,rommel.valarao@citi.com,,Salesforce
9630947,,jasonace99@gmail.com Jason,,,jasonace99@gmail.com,,List import
10799024,Inactive Investor,Mark Bauer,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Cumberland WI 1485 2nd Ave",mark.bauer@usbank.com,,Salesforce
10781774,Inactive Investor,Brennan Hawley,Financial Advisor,Morgan Stanley Davenport IA 4300 E 53rd St,brennan.hawley@morganstanley.com,,Salesforce
210057,,xavier maxwell,,[Unknown],xavier.maxwell10@gmail.com,,
10996771,Inactive Investor,Brian Dragotto,Financial Advisor,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,brian_dragotto@glic.com,,Salesforce
11127370,Inactive Investor,Robert Lewis,,"Farmers Financial Solutions, LLC Cincinnati OH 375 Glensprings Dr",rlewis@farmersagent.com,,Salesforce
10867123,Inactive Investor,Aundre Hogue,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,aundre.hogue@primerica.com,,Salesforce
10992630,Inactive Investor,Yvonne Wynter,,LPL Financial LLC Stamford CT 346 Hope St,yvonne.wynter@lpl.com,,Salesforce
10904114,Inactive Investor,Caleb Orr,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",caleb.orr@ml.com,,Salesforce
11006065,Inactive Investor,Keith Aldridge,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10910138,Inactive Investor,Dillon Mack,Financial Associate,Thrivent Investment Management Inc. Manhattan KS 314 Tuttle Creek Blvd,dillon.mack@thrivent.com,,Salesforce
10617692,,Jeffrey Perkins,,,jeffrey.perkins@transamerica.com,,List Import
11202165,Inactive Investor,Kevin Wells,Private Wealth Advisor,"Ameriprise Financial Services, LLC Germantown TN 6750 Poplar Ave",kevin.r.wells@ampf.com,,Salesforce
11076191,Inactive Investor,Bradford Gold,,J.P. Morgan Securities LLC Playa Vista CA 12746 W Jefferson Blvd,bradford.l.gold@jpmorgan.com,,Salesforce
11117709,Inactive Investor,Wineka Martin,Supervisor;Vice President,"Wells Fargo Advisors Financial Network, LLC",wineka.martin@wellsfargoadvisors.com,,Salesforce
11010052,Inactive Investor,Douglas Austin,,PlanMember Securities Corporation Grandville MI 4445 Wilson Ave Sw,,,Salesforce
244049,,Tina Madon,Corp Comms & Investor Relations,Focus Partners,tmadon@focuspartners.com,16468132909,Manual List Upload
10873929,Inactive Investor,Steven Sayegh,,Cetera Investment Services LLC Staten Island NY 2555 Richmond Ave,steven.sayegh@ceterais.com,,Salesforce
10870727,Inactive Investor,Scott Roetzel,,"Independent Financial Group, LLC Grand Island NE Private Residence",,,Salesforce
11010148,Inactive Investor,Christopher Casper,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,cjcasper@ft.newyorklife.com,,Salesforce
11191366,Inactive Investor,Shane Dennehy,President;Senior Wealth Advisor,CayDen Wealth Management,shane@caydenwm.com,,Salesforce
10432420,,See Gho,,,see_tjhiong_gho@yahoo.com,,Web Form Fillout
11046991,Inactive Investor,James Crank,Investment Advisor;Managing Partner,"J C Texas Investment Advisors, Ltd.",,,Salesforce
10851214,Inactive Investor,Charles Reed,,J.P. Morgan Securities LLC Mount Prospect IL 1190 S Elmhurst Rd,charles.j.reed@jpmorgan.com,,Salesforce
11171011,Inactive Investor,Michael Moore,Senior Vice President,Robert W. Baird & Co. Incorporated Florham Park NJ 200 Campus Dr,,,Salesforce
11011972,Inactive Investor,Hannah Moss,,"Kestra Investment Services, LLC San Diego CA 3570 Carmel Mountain Rd",hannah.moss@kestrafinancial.com,,Salesforce
11171640,Inactive Investor,Paul Hegener,Chief Compliance Officer,"Veraison Asset Management, LLC",joe@veraisoncapital.com,,Salesforce
113270,,Louis Kline,Financial Planner,Lincoln Financial Advisors Corporation,louis.kline@lfg.com,781-771-7535,
11153999,Inactive Investor,Quintin Burkhamer,Investment Advisor,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,quintin.burkhamer@jpmorgan.com,,Salesforce
11003879,Inactive Investor,Dustin Fosnight,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
11056975,Inactive Investor,Ryan Lorei,,State Farm VP Management Corp. Overland Park KS 10551 Barkley St,,,Salesforce
10851573,Inactive Investor,Tanner Wrisley,,"Anchor Bay Securities, LLC",tanner@anchorbaycapital.com,,Salesforce
11059829,Inactive Investor,Annette Rivera,,Citigroup Global Markets Inc.,,,Salesforce
10779139,Inactive Investor,Paul Bozsik,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Southampton NY 67 Hampton Rd",paul.bozsik@wellsfargoadvisors.com,,Salesforce
10777232,Inactive Investor,Connelly McGreevy,,Goldman Sachs & Co. Houston TX 609 Main St,connelly.mcgreevy@gs.com,,Salesforce
9590991,,Estelle Carreon,,,closewithstella@yahoo.com,,List import
9559425,,Jerry Jones,,,jerrybjones@icloud.com,,List import
11018923,Inactive Investor,Jaerod Hanson,Financial Professional,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",jaerod.hanson@prudential.com,,Salesforce
10862497,Inactive Investor,Josie Stewart,,"Empower Financial Services, Inc Spartanburg SC Private Residence",josie.stewart@empower.com,,Salesforce
10967762,Inactive Investor,Joseph Brichto,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",joseph.brichto@schwab.com,,Salesforce
10860626,Inactive Investor,Natalia Radoszycki,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,natalia.radoszycki@ubs.com,,Salesforce
9546356,,Christopher J Simmons,,,simmons.org@protonmail.com,,List import
11199853,Inactive Investor,Theresa Mangines,Financial Advisor;Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,theresa.mangines@morganstanley.com,,Salesforce
9562445,,Carter -,,,ctsaxon@msn.com,,List import
334240,,Eileen Sienkiewicz,Financial Advisor,"Pinnacle Investments, Llc",eileens@pinnacleinvestments.com,315-251-1101,Manual List Upload
9594220,,Radion Catansus,,,dr.radion.catansus@gmail.com,,List import
11161147,Inactive Investor,Kathryn Paniagua,Wealth Management Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,kathryn.paniagua@morganstanley.com,,Salesforce
11115592,Inactive Investor,Kyle Jackson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10966679,Inactive Investor,Emma Sebert,,"Ameriprise Financial Services, LLC Visalia CA 221 N Encina St",emma.sebert@ampf.com,,Salesforce
10815386,Inactive Investor,Daniel Romero,Financial Advisor,LPL Financial LLC Orange CA 2520 N Santiago Blvd,dan.romero@lpl.com,,Salesforce
10822028,Inactive Investor,Edward Evanouskas,Managing Member,Elm Tree Capital Management LLC Port Charlotte FL Private Residence,,,Salesforce
9622059,,Paul Davis,,,pauldsuaveone954@gmail.com,,List import
9645091,,Michael White,,,michael.white@lpl.com,,List import
11027538,Inactive Investor,Donna Cobert,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,dmcobert@ft.newyorklife.com,,Salesforce
11072076,Inactive Investor,Cole Heimerdinger,Financial Advisor,Edward Jones Del Mar CA 1401 Camino del Mar,cole.heimerdinger@edwardjones.com,,Salesforce
11086967,Inactive Investor,Stephen Grady,,"Bankers Life Securities, Inc. Duluth GA 3805 Crestwood Pkwy NW",stephen.grady@bankerslife.com,,Salesforce
94618,,TJ Nelson,,Private Investor,tjnelsonactor@gmail.com,7048832222,Organic Search
10921368,Inactive Investor,Jose Tagle,Financial Advisor,LPL Financial LLC Oviedo FL 130 Remington Dr,jose.tagle@lpl.com,,Salesforce
9564311,,Shelley Fiore,,,sfiore@massmutual.com,,List import
10897326,Inactive Investor,Hugh Hale,,"Kestra Investment Services, LLC Savannah GA 5 Oglethorpe Professional Blvd",,,Salesforce
9613026,,Charles Bryant,,,abryant@sbhic.com,,List import
9607358,,Erich Smith,,,erich.smith@pnc.com,,List import
11009848,Inactive Investor,Heather Thorn,,PFS Investments Inc. Foxboro MA 124 Washington St,hthorn@primerica.com,,Salesforce
11169956,Inactive Investor,Mark Kindberg,Financial Advisor;Team Lead;Vice President,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,mark.kindberg@jpmorgan.com,,Salesforce
10797273,Inactive Investor,Diedrich Oglesbee,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",rick_oglesbeejr@ml.com,,Salesforce
10869602,Inactive Investor,David Paulino,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.paulino@fidelity.com,,Salesforce
184118,,KEVIN ONEILL,,[Unknown],kcarrolloneill@verizon.net,,Organic Search
10915253,Inactive Investor,Jasmin Martinez,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,jasmin.martinez@fmr.com,,Salesforce
10982680,Inactive Investor,Jett Smith,,"Farmers Financial Solutions, LLC Flower Mound TX 1033 Long Prairie Rd",jsmith@farmersagent.com,,Salesforce
10754101,Inactive Investor,Christina Yuni,Executive Director;Financial Advisor;International Client Advisor;Senior Portfolio Manager;Workplace Advisor - Equity Compensati,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,christina.yuni@morganstanley.com,,Salesforce
10950433,Inactive Investor,Steven Hardon,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11015720,Inactive Investor,Krista Secrist,,PFS Investments Inc. Blackfoot ID 430 W Hwy 26,krista.secrist@primerica.com,,Salesforce
11058408,Inactive Investor,Michael Aleshire,,"Mesirow Financial, Inc.",maleshire@mesirowfinancial.com,,Salesforce
151517,,Paula Ehrlich,,[Unknown],paulaehrlich@yahoo.com,,
11125898,Inactive Investor,Robert Rosenblum,,"Ameriprise Financial Services, LLC Natick MA 2 Summer St",robert.w.rosenblum@ampf.com,,Salesforce
9638013,,Karla Wiser,,,wiserk@juniata.edu,,List import
11222969,,James Keys,,,james@nealfinancial.com,,List Import
97,,,,,zen9835@onet.pl,,
11231586,Inactive Investor,Tadeh Alvandi,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10843950,Inactive Investor,Justina Welch,Chief Compliance Officer;Managing Member;Principal,Integrity Wealth Solutions LLC,justina@integrity-wealth.com,,Salesforce
11132949,Inactive Investor,Chandler Jenson,Investment Advisor Representative,LPL Financial LLC Newport Beach CA 895 Dove St,chandler.jenson@lpl.com,,Salesforce
11193594,Inactive Investor,Nathan Rogers,,"VALIC Financial Advisors, Inc. Florence KY 1511 Cavalry Ln",nathan.rogers@valic.com,,Salesforce
11039602,Inactive Investor,Donald Young,,Cetera Investment Services LLC Phenix City AL 3548 US Hwy 431 N,,,Salesforce
9635941,,Fahad Murad,,,fahad.murad@investcorp.com,,List import
11169058,Inactive Investor,Jeffrey Vitt,,"Raymond James Financial Services, Inc. Newtown Square PA 3475 West Chester Pike",jeffrey.vitt@raymondjames.com,,Salesforce
10923917,Inactive Investor,Paul Neslage,,"Cambridge Investment Research, Inc. Wichita KS 13111 E 21st St N",,,Salesforce
10857688,Inactive Investor,Christopher Moak,Investment Manager,"Good Life Advisors, LLC East Syracuse NY 5000 Brittonfield Pkwy",christopher.moak@goodlifefa.com,,Salesforce
11158413,Inactive Investor,Gregory Wasikowski,,"Beech Hill Securities, Inc.",,,Salesforce
10510128,,Asa Shaw,,,asashaw321@gmail.com,,List Import
10839203,Inactive Investor,Phillip Eldredge,,Thrivent Investment Management Inc.,phillip.eldredge@thrivent.com,,Salesforce
11196528,Inactive Investor,Baille Barbour,,State Farm VP Management Corp. Erie CO 611 Mitchell Way,,,Salesforce
11083136,Inactive Investor,Vanessa Paredes,,Cetera Investment Services LLC San Antonio TX 8000 IH 10 W,,,Salesforce
162270,,jinho kang,,[Unknown],jinho6187@gmail.com,,
163510,,Joe Stacey,,[Unknown],joesummersky@yahoo.com,,
10615040,,Manuel Albuquerque,"Associate Vice President, Financial Advisor, Workplace Advisor - Equity Compensation",,manny.albuquerque@morganstanley.com,,List Import
9584029,,Andrew Fadenrecht,,,a.fadenrecht@fi.com,,List import
11071198,Inactive Investor,Christian Richards,,"Cambridge Investment Research, Inc. Newport Beach CA 4695 Macarthur Ct",,,Salesforce
10802236,Inactive Investor,Martin Calvert,Financial Advisor;Senior Vice President,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,marty.calvert@morganstanley.com,,Salesforce
9602361,,Michael Mancivalano,,,michael.mancivalano@personalcapital.com,,List import
206367,,Pedro Santos,,[Unknown],pesan76@gmail.com,,Other
11135647,Inactive Investor,Stephen McNulty,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,stephen.mcnulty@fidelity.com,,Salesforce
10781218,Inactive Investor,David Fish,Financial Advisor,Edward Jones Minneapolis MN 12055 Hanson Blvd NW,david.fish@edwardjones.com,,Salesforce
10873684,Inactive Investor,Todd Simpson,,Emerson Equity LLC Pleasant Hill CA 3478 Buskirk Ave,tsimpson@emersonequity.com,,Salesforce
9624190,,a a,,,a@a.ocm,,List import
11055863,Inactive Investor,Cameron O'Neill,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Tampa FL 100 N Tampa St,cameron.oneill@morganstanley.com,,Salesforce
170401,,Elliot Shine,,[Unknown],ejscoin@gmail.com,,
9593336,,Lisa Grozio,,,lgrozio@sandscap.com,,List import
9577691,,Warsim Warsim,,,febltc@gmail.com,,List import
10846239,Inactive Investor,Gary Slack,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,gary.s.slack@jpmorgan.com,,Salesforce
11067746,Inactive Investor,Oanh Stanger,,State Farm VP Management Corp. Tulsa OK 1352 E 15th St,,,Salesforce
350597,,Dan Johnson,Investment Adviser Representative,"Royal Fund Management, Llc",djohnson@royalfundmanagement.com,352-750-1637,Manual List Upload
10807512,Inactive Investor,Kenneth Cuthbert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 145 W 200 N",reid.cuthbert@ml.com,,Salesforce
11211899,Inactive Investor,Pamela Senfield,Client Service Manager,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",pamela.senfield@ampf.com,,Salesforce
10892251,Inactive Investor,Samuel Galatioto,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",samuel.galatioto@wellsfargo.com,,Salesforce
10839004,Inactive Investor,Camilo Mejia,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",camilo.mejia@ml.com,,Salesforce
10847713,Inactive Investor,Marcin Urbanowicz,,LPL Financial LLC Peoria AZ 9784 W Yearling Rd,marty.urbanowicz@lpl.com,,Salesforce
11038662,Inactive Investor,Matthew Shutt,,Cetera Advisor Networks LLC Camp Hill PA 25 S 35th St,,,Salesforce
10916918,Inactive Investor,Douglas Russell,Financial Advisor,Edward Jones Annville PA 38 E Main St,doug.russell@edwardjones.com,,Salesforce
11066355,Inactive Investor,Sue Van Der Linden,Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Washington DC 1775 I St NW,sue.vanderlinden@morganstanley.com,,Salesforce
11236817,Inactive Investor,Ryan Macwright,Advisor;Head - Operations;Portfolio Manager,Carnegie Lake Advisors LLC,,,Salesforce
10884292,Inactive Investor,John Pecaut,Chief Compliance Officer;Chief Operating Officer;Vice President,Pecaut Wealth Management,jpecaut@pecautandcompany.com,,Salesforce
10871669,Inactive Investor,Christopher Welton,,"Northwestern Mutual Investment Services, LLC Redwood City CA 203 Redwood Shores Pkwy",christopher.welton@nm.com,,Salesforce
9607586,,Scot Chambers,,,fetelikescot@mail.com,,List import
10510884,,Russell Glickstern,Financial Advisor,Westchester Financial Planning,russell.glickstern@lpl.com,,List Import
10959661,Inactive Investor,James Calhoun,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11108394,Inactive Investor,Tyler White,Wealth Associate,Copper Financial,,,Salesforce
10489923,,Jennifer Mennel,Relationship Manager,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,jennifer.mennel@fmr.com,,List Import
9567811,,Hugh Leslie,,,solomon.leslie@suntrust.com,,List import
11148926,Inactive Investor,Thomas Geraghty,,Country Capital Management Company Oak Lawn IL 5003 W 95th St,tom.geraghty@countryfinancial.com,,Salesforce
9583875,,Anna Guerin,,,anna.guerin@blackstone.com,,List import
10853545,Inactive Investor,Gregg Jahnke,Research Consultant,Keene & Dorchak,,,Salesforce
10800969,Inactive Investor,Daniel Dugan,President,Financial Perspectives,,,Salesforce
10774950,Inactive Investor,Megan Spear,Private Wealth Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 5700 Corporate Dr",megan.l.spear@ampf.com,,Salesforce
9592193,,Charles Shaver,,,cshaver@dividendgrowthadvisors.com,,List import
11188063,Inactive Investor,Adrienne Osterman,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",aposterman@firstcommand.com,,Salesforce
10991089,Inactive Investor,Rekha Chintalacharuvu,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",rekha.chintalacharuvu@nm.com,,Salesforce
10876902,Inactive Investor,John Fessler,Financial Advisor,LPL Financial LLC Marlton NJ 1 Holtec Dr,john.fessler@lpl.com,,Salesforce
11153370,Inactive Investor,Grace Wiedmeyer,,"Sanford C. Bernstein & Co., LLC Minneapolis MN 225 S 6th St",grace.wiedmeyer@bernstein.com,,Salesforce
11042145,Inactive Investor,Jeremiah McNamara,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Toms River NJ 530 Lakehurst Rd",jeremiah.mcnamara@wellsfargoadvisors.com,,Salesforce
206070,,Joseph Romeo,,rcm,jromeo21@nyc.rr.com,2129669367,
10662351,,Pamela Martin,,,pam.martin@waverly-advisors.com,,List Import
338073,,Marina Kreimeyer,Director Of Finance,Accel Wealth Management Llc,mkreimeyer@acceladvantage.com,319-596-1101,Manual List Upload
11034768,Inactive Investor,Ramon Reis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ramon_reis@vanguard.com,,Salesforce
11003814,Inactive Investor,Yolanda Mcgowan,,NYLIFE Securities LLC Milwaukee WI 135 S 84th St,ymcgowan@ft.newyorklife.com,,Salesforce
4813062,,ly ka,,,jetox57238@harcity.com,,Web Form Fillout
10890467,Inactive Investor,Neil Justice,,"Farmers Financial Solutions, LLC North Richland Hills TX 8609 Mid Cities Blvd",njustice@farmersagent.com,,Salesforce
9556790,,Mark Mayer,,,markmayer@synovus.com,,List import
10829313,Inactive Investor,Maria Bravo Murillo,Executive Relationship Manager,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,,,Salesforce
9626247,,Andre Luiz Silva Artte,,,andreartte@hotmail.com,,List import
10876473,Inactive Investor,Shane Obrien,Director - Wealth Management Services,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",shane.t.obrien@nm.com,,Salesforce
11177167,Inactive Investor,Anthony McMullen,,Ages Financial Services Ltd. Nashua NH 230 Amherst St,,,Salesforce
11021240,Inactive Investor,Dale Waggoner,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,dalepaulettewaggoner@primerica.com,,Salesforce
9576435,,Israel Ayelawa,,,ayelawaisrael@gmail.com,,List import
11141442,Inactive Investor,Edwin Rubio,,Fidelity Brokerage Services LLC,edwin.rubio@fmr.com,,Salesforce
341864,,Robert Berzins,Managing Director,Dynamic Beta Investments Llc,rberzins@beachheadcapital.com,646-837-7030,Manual List Upload
10923807,Inactive Investor,Brandon Collins,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brandon.collins@fidelity.com,,Salesforce
11155415,Inactive Investor,Hugh Sloan,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",hugh.sloan@wellsfargoadvisors.com,,Salesforce
10951844,Inactive Investor,Amber Deel,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,amber.deel@fidelity.com,,Salesforce
11066863,Inactive Investor,Amanda Teremi,,"Raymond James Financial Services, Inc. East Lansing MI 271 Woodland Pass",amanda.teremi@raymondjames.com,,Salesforce
9611832,,MUTHUSELVAM ARUMUGASAMY,,,rkworldtrader@gmail.com,,List import
10613858,,Ryan Lederman,"Financial Advisor, First Vice President - Investments",,ryan.lederman@ubs.com,,List Import
11181041,Inactive Investor,Kevin Johnson,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,johnsonkr@ft.newyorklife.com,,Salesforce
345508,,William Petty,Member,"Beecken Petty O'keefe & Company, Llc",bpetty@bpoc.com,312-435-0300,Manual List Upload
11158827,Inactive Investor,Daniel O'Neill,Family Wealth Director;Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,daniel.oneill@morganstanley.com,,Salesforce
11151967,Inactive Investor,Brenton Pratt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10874566,Inactive Investor,Roxanna Hendricks,Service Associate,Morgan Stanley Indianapolis IN 800 E 96th St,,,Salesforce
10755197,Inactive Investor,Marshall Glaser,Financial Advisor,"Wells Fargo Clearing Services, LLC Chandler AZ 2975 E Ocotillo Rd",marshall.glaser@wellsfargo.com,,Salesforce
10964402,Inactive Investor,Edward Destefano,,"Fortune Financial Services, Inc. Buzzards Bay MA Private Residence",edestefano@fortunefinancialservices.com,,Salesforce
194797,,GÉRALDINE BARRE,,[Unknown],geraldinebarre1977@gmail.com,,source
9577231,,Kane Bennett,,,kane.bennett@mutualtrust.com.au,,List import
10932012,Inactive Investor,Jerry Barnett,Financial Advisor,LPL Financial LLC Bellingham WA 7 Oval Ct,jerry.barnett@lpl.com,,Salesforce
9573108,,Jeffrey Kobylarz,,,jkoby@diamondbridgecap.com,,List import
10961488,Inactive Investor,Jason Brummett,,"Empower Financial Services, Inc Las Vegas NV Private Residence",jason.brummett@empower.com,,Salesforce
339730,,Arnaud Cosserat,Non-executive Director,Comgest Asset Management International Limited,acosserat@comgest.com, -310381,Manual List Upload
10927548,Inactive Investor,Brennan Miller,,"Charles Schwab & Co., Inc. Barrington IL 100 W Higgins Rd",brennan.miller@schwab.com,,Salesforce
5242331,,Marta Karkosa,,,marta.karkosa@gmail.com,,Web form fillout
11206752,Inactive Investor,Steve Trzcinski,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,steve.trzcinski@lpl.com,,Salesforce
10987601,Inactive Investor,Carmen Grinkis,Director;Managing Partner;Regulatory Contact;Wealth Advisor,"AAF Wealth Management, LLC",cgrinkis@wealth.aafcpa.com,,Salesforce
10973081,Inactive Investor,Rachel Becker,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
9583294,,Willie Warrington,,,jwarrington@3rdstreetcap.com,,List import
9606248,,Jessica Reid,,,jreid@wescott.com,,List import
237562,, -,,[[Unknown]],cjvalley@yahoo.com,,Organic Search
10947650,Inactive Investor,Agustin Ortiz,Investment Consultant,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",,,Salesforce
11034885,Inactive Investor,Dustin Lewis,,PFS Investments Inc. Dallas TX 17304 Preston Rd,dustin.lewis@primerica.com,,Salesforce
10823946,Inactive Investor,Robert Cash,Financial Advisor,Edward Jones West Frankfort IL 215 N Logan St,rob.cash@edwardjones.com,,Salesforce
170746,,Aaron Jeffery,,[Unknown],datunte@gmail.com,,
9588475,,Roger Hubley,,,rhubley@nwam.net,,List import
10616926,,Ryan Hofgesang,,,ryan.hofgesang@jpmorgan.com,,List Import
10961106,Inactive Investor,Meenakshi Singhal,,J.P. Morgan Securities LLC Fremont CA 46645 Mission Blvd,meenakshi.singhal@chase.com,,Salesforce
11178603,Inactive Investor,Nicholas Look,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,nicholas.b.look@jpmorgan.com,,Salesforce
11253933,Inactive Investor,Luke Raiford,Private Wealth Management Analyst,Stephens,,,Salesforce
10910563,Inactive Investor,Michael Phung,Executive Director,J.P. Morgan Securities LLC Santa Monica CA 2701 Wilshire Blvd,michael.phung@jpmorgan.com,,Salesforce
10974063,Inactive Investor,Philip Lago,,"MML Investors Services, LLC Solon OH 30675 Solon Rd",,,Salesforce
10914167,Inactive Investor,Susan Stadsklev,,Cetera Advisor Networks LLC Vienna VA 8321 Old Courthouse Rd,susan.stadsklev@ceterawealth.com,,Salesforce
9546644,,Ric Roman,,,ric.roman@transamerica.com,,List import
10760227,Inactive Investor,Kaivon Maknoon,Managing Director;Wealth Advisor,"Wells Fargo Clearing Services, LLC Pittsburgh PA 11 Stanwix St",kaivon.maknoon@wellsfargoadvisors.com,,Salesforce
11210303,Inactive Investor,Beverly Burke,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",beverly_burke@ml.com,,Salesforce
11255369,Inactive Investor,Marvin Caldwell,Investment Advisor,"Acrylic Financial, Inc.",marvin@acrylicfinancial.com,,Salesforce
10758900,Inactive Investor,Randolph Bodnar,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",randy_bodnar@ml.com,,Salesforce
9611306,,Adrien Richard,,,adrien.richard.ar@gmail.com,,List import
11197348,Inactive Investor,Joylynn Gandolfi,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",jgandolfi@financialguide.com,,Salesforce
11122054,Inactive Investor,John Schork,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
9576210,,John Stephens,,,stephens_john@nlvmail.com,,List import
11023907,Inactive Investor,Elena Istratescu,Financial Advisor;Wealth Management Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,elena.istratescu@morganstanley.com,,Salesforce
9546160,,Dawid Lisek,,,info@gbtsl.pl,,List import
11141888,Inactive Investor,Arlene Tarver,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",a_tarver@ml.com,,Salesforce
11123486,Inactive Investor,Edward Posey,Financial Advisor,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",eben.posey@raymondjames.com,,Salesforce
344690,,Christopher Porter,"Director, Business Development",Court Square Capital,cporter@courtsquare.com,212-752-6110,Manual List Upload
9604097,,KARL SAMSEN,,,ksamsen01@gmail.com,,List import
9604875,,Michael Capote,,,michaelcapote7@gmail.com,,List import
151867,,Patrick Mapp,,[Unknown],patrick@catalystsearch.io,,
10931664,Inactive Investor,Christopher Moore,Financial Advisor,LPL Financial LLC Battle Creek MI 497 Columbia Ave E,chris.moore@lpl.com,,Salesforce
11017023,Inactive Investor,Christian Lindberg,,"Osaic Wealth, Inc. McKinney TX 3721 S Stonebridge Dr",,,Salesforce
11021748,Inactive Investor,Judith Carlson-Wang,Product Manager,Edward Jones Newton MA Private Residence,judith.carlson-wang@edwardjones.com,,Salesforce
11065892,Inactive Investor,Brandon Bailey,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Boise ID 101 S Capitol Blvd,brandon.c.bailey@morganstanley.com,,Salesforce
210632,,Peter St. Martin,,[Unknown],stmartin79@comcast.net,,News & Research
11159709,Inactive Investor,Patricio Montemayor,,"Global Financial Services, L.L.C.",pmontemayor@globalhou.com,,Salesforce
10844341,Inactive Investor,Arash Feyzjou,,"Farmers Financial Solutions, LLC Torrance CA 3737 Torrance Blvd",afeyzjou@farmersagent.com,,Salesforce
10993865,Inactive Investor,Carolyn Terschluse,,Edward Jones,,,Salesforce
10900738,Inactive Investor,Daniel Gamboa Marty,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10585650,,Jeremy Du,,,jeremycdu@gmail.com,,Web Form Fillout
10938732,Inactive Investor,Man Chou,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",manhua.chou@tfaconnect.com,,Salesforce
11173664,Inactive Investor,Franklin Klein,,J.P. Morgan Securities LLC Los Gatos CA 400 N Santa Cruz Ave,,,Salesforce
9552314,,Kyle Blair,,,kyle.blair@valic.com,,List import
10888406,Inactive Investor,Sheela Shah,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",sheelashah@financialguide.com,,Salesforce
10971616,Inactive Investor,Michael McGuire,Chief Information Security Officer;President,"McGuire Capital Advisors, Inc. Oklahoma City OK 2701 SW 121st Ct",jacob@mcguirecap.com,,Salesforce
9591097,,Cory Lerios,,,coryclerios@gmail.com,,List import
11071229,Inactive Investor,Timothy Norton,Owner;Senior Managing Director,McDonald Partners LLC Ann Arbor MI 2803 S State St,tnorton@mcdonald-partners.com,,Salesforce
10982019,Inactive Investor,Eric Boyer,,J.P. Morgan Securities LLC Chanhassen MN 190 Lake Dr E,eric.boyer@jpmorgan.com,,Salesforce
10981378,Inactive Investor,Daniel Grubbs,,Park Avenue Securities LLC Lake Oswego OR 5 Centerpointe Dr,daniel_grubbs@glic.com,,Salesforce
212231,,Robert Geller,,PFS Wealth Management,rgeller@pfswm.com,8472683670,
10885329,Inactive Investor,Scott Malone,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9636820,,Jack Griswold,,,jack.griswold@abrealty.com,,List import
169228,,yi zhang,,[Unknown],anges.zhang@gmail.com,,
9607794,,Robert Zion,,,rzion@tiff.org,,List import
11113609,Inactive Investor,Ryan Desarno,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Monmouth Beach NJ 33 Beach Rd",ryan.desarno@wellsfargo.com,,Salesforce
9590305,,David Hoisington,,,david@hoisington.com,,List import
10954805,Inactive Investor,Nicholas Broderick,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
10758469,Inactive Investor,Shawn Simmons,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,shawn.simmons@ubs.com,,Salesforce
11212418,Inactive Investor,Katherine McAllister,,J.P. Morgan Securities LLC Mount Sinai NY 5499 Nesconset Hwy,katherine.mcallister@jpmorgan.com,,Salesforce
11094050,Inactive Investor,Tyler Kay,Wealth Management Analyst,Morgan Stanley,,,Salesforce
10805863,Inactive Investor,Andrew Sharon,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",andrew.sharon@ml.com,,Salesforce
11210454,Inactive Investor,Kathleen Maloney,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",kathleen_maloney@ml.com,,Salesforce
11167152,Inactive Investor,Christopher Holden,Wealth Management Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",cholden@tiaa-cref.org,,Salesforce
9583054,,Khulani Zungu,,,khulani20@gmail.com,,List import
10879672,Inactive Investor,Kelsey Cagle,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,kelsey.cagle@fidelity.com,,Salesforce
10942740,Inactive Investor,Io Taylor,,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",,,Salesforce
9626616,,Pham Hai Nguyen,,,shaynenguyen2012@gmail.com,,List import
11009013,Inactive Investor,Halle Bertilrud,,Thrivent Investment Management Inc. Dickinson ND 1770 Market Dr,halle.bertilrud@thrivent.com,,Salesforce
4581,, -,,[[Unknown]],sorareddy@yahoo.com,,Initial Salesforce Import
10767492,Inactive Investor,James Troy,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",,,Salesforce
9558041,,Kenneth Penrose,,,kpenrose@latitudefinancial.net,,List import
10799578,Inactive Investor,Joseph Anderson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
43296,,Daniel Meyer,Senior Portfolio Manager,Pacific Income Advisors,dmeyer@pacificincome.com,3103931424,
11099096,Inactive Investor,Brian O'Donnell,Sales Desk Manager,Morgan Stanley New York NY 55 E 52nd St,brian.c.odonnell@morganstanley.com,,Salesforce
333110,,Joseph Evangelista,,Wingate Wealth,joe.evangelista@wingatewealthadvisors.com,,
9600709,,Steven Raney,,,steve.raney@raymondjames.com,,List import
11108095,Inactive Investor,Isaac Valley,Financial Advisor,Edward Jones Bradenton FL 3537 53rd Ave W,isaac.valley@edwardjones.com,,Salesforce
11099732,Inactive Investor,John Youland,Financial Advisor,Edward Jones Morrisville VT 21 Munson Ave,john.youland@edwardjones.com,,Salesforce
10963467,Inactive Investor,Stephan Giffin,Associate Financial Advisor,"Ameriprise Financial Services, LLC Morrisville PA 33S Delaware Ave",stephan.giffin@ampf.com,,Salesforce
9542725,,Gustavo Mengarelli,,,gustavomenga@gmail.com,,List import
9621970,,Anna Halay,,,anna.halay@cibc.ca,,List import
10969822,Inactive Investor,Aimee Mitchell,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11009694,Inactive Investor,Robert Soderlund,,PFS Investments Inc. West Palm Beach FL 1665 Palm Beach Lakes Blvd,rsoderlund@primerica.com,,Salesforce
10829446,Inactive Investor,Lisa Chirichillo,Financial Advisor,LPL Financial LLC Toms River NJ 1163 Washington St,lisa.chirichillo@lpl.com,,Salesforce
11043951,Inactive Investor,Terry Wu,Founder;Investment Advisor;Owner,TDirection Asset Management,terry@tdadvisorygroup.com,,Salesforce
10647204,,Jonathan Moss,,,jon.moss@edwardjones.com,,List Import
11162375,Inactive Investor,Christopher Dandeneau,Financial Advisor,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",christopher.j.dandeneau@prudential.com,,Salesforce
11163919,Inactive Investor,Sandra Gunnels,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10983121,Inactive Investor,Charisse Lewis,,PFS Investments Inc. Saint George UT 135 N 900 E,charisse.lewis@primerica.com,,Salesforce
10867443,Inactive Investor,Anita Corsa,,"Raymond James & Associates, Inc.",anita.corsa@raymondjames.com,,Salesforce
11155151,Inactive Investor,Troy Mccormick,,Edward Jones Maryland Heights MO 201 Progress Pkwy,troy.mccormick@edwardjones.com,,Salesforce
11204033,Inactive Investor,Leo Sage,,"Great Valley Advisor Group, Inc. Stuart FL 850 NW Federal Hwy",lsage@greatvalleyadvisors.com,,Salesforce
10900508,Inactive Investor,Andrew Koracin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10975344,Inactive Investor,Erik Guillory,,State Farm VP Management Corp. Broussard LA 403 E Main St,,,Salesforce
11001736,Inactive Investor,Adan Torres,,"U.S. Bancorp Investments, Inc. Los Angeles CA 5760 Crenshaw Blvd",adan.torres@usbank.com,,Salesforce
11218994,,John Thombley,,,john.thombley@ubs.com,,Other
11026882,Inactive Investor,Stephanie Sullenger,Senior Client Associate,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",stephanie.sullenger@wfa.com,,Salesforce
10855386,Inactive Investor,Christian Rojas,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Sellersburg IN 111 Hunter Station Way,christian.a.rojas@jpmorgan.com,,Salesforce
11153234,Inactive Investor,Francis O'Toole,Financial Services Representative,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",fotoole@financialguide.com,,Salesforce
10918034,Inactive Investor,Joshua Evans,Vice President,Convergence Financial Kansas City MO 4700 Belleview Ave,,,Salesforce
348174,,Raleigh Shoemaker,Managing Director,Berkshire Partners Llc,rshoemaker@berkshirepartners.com,617-227-0050,Manual List Upload
10916048,Inactive Investor,Eliezer Poupko,Senior Vice President;Wealth Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
9589044,,Gregory Conway,,,greg@conwayjarvis.com,,List import
11085979,Inactive Investor,Joshua Chambers,Financial Advisor,Robert W. Baird & Co. Incorporated Charleston WV 200 Association Dr,jchambers@rwbaird.com,,Salesforce
11023605,Inactive Investor,Nicholas Sudik,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Saint Johns FL 426 Durbin Pavilion Dr,,,Salesforce
11110984,Inactive Investor,Gerald Sharkey,Partner;Wealth Manager,Creative Planning Omaha NE 12925 W Dodge Rd,jerry.sharkey@creativeplanning.com,,Salesforce
10925732,Inactive Investor,Jonathan Morris,,Lincoln Investment,jmorris@lincolninvestment.com,,Salesforce
10806320,Inactive Investor,Matthew Gilchrist,Financial Advisor,SPC Financial Inc,,,Salesforce
9559255,,tony lee,,,tonyl@gmail.com,,List import
172525,,Richard Mahony,,[Unknown],richardmahony@gmail.com,,
9599641,,Joyce Renaud,,,jrenaud@semo.edu,,List import
374472,,M Stephen Hanson,,[Unknown],steve@ppgplanning.com,859-266-9936,source
9583464,,Michael Arenibar,,,marenibar@hfr.com,,List import
226499,, -,,[[Unknown]],davwal01@gmail.com,,Initial Salesforce Import
11009237,Inactive Investor,Anne Radcliffe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,anne_radcliffe@vanguard.com,,Salesforce
10889241,Inactive Investor,Matthew Jerkovich,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,mjerkovich@janney.com,,Salesforce
9617052,,Jiwa Nadan,,,jiwa@advanceclean.co.nz,,List import
10784284,Inactive Investor,Todd Hanna,,J.P. Morgan Securities LLC Tucson AZ 3570 N Craycroft Rd,todd.s.hanna@chase.com,,Salesforce
11230378,Inactive Investor,Kody Sell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10758587,Inactive Investor,Frank Edgar,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",frank_edgar@ml.com,,Salesforce
11024337,Inactive Investor,Jeremy Pickles,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",jeremy_pickles@ml.com,,Salesforce
9591888,,Mark Silverman,,,mark@silverman-associates.com,,List import
10796217,Inactive Investor,Susan Lunt,Shareholder,Lunt Capital Management Inc. Salt Lake City UT 215 S State St,,,Salesforce
10866369,Inactive Investor,Michael Nagelvoort,Financial Advisor,LPL Financial LLC Holland MI 11555 Crossings Ct,michael.nagelvoort@lpl.com,,Salesforce
10812243,Inactive Investor,Jonathan Berg,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",mike.berg@nm.com,,Salesforce
11050922,Inactive Investor,Leah Dwyer,Associate Financial Advisor,"Bogart Wealth, LLC Spring TX 1725 Hughes Landing Blvd",ldwyer@bogartwealth.com,,Salesforce
149115,,Desmond Johnson,,[Unknown],desmondjohnsonmscf@gmail.com,,
9560131,,Gary Bridwell,,,gary.bridwell@valic.com,,List import
10917254,Inactive Investor,Kathleen Lindh,,"Lion Street Financial, LLC",klindh@lionstreet.com,,Salesforce
10876276,Inactive Investor,Sterling Lirot,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,sterling.lirot@fmr.com,,Salesforce
10882021,Inactive Investor,Bryce Macomber,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11256914,,James Castro,,,jaycastro12388@gmail.com,8303579371,Web Form Fillout
10644014,,Sean McNamara,,,sean.mcnamara@schwab.com,,List Import
10962819,Inactive Investor,Jacob Mccollum,,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,,,Salesforce
11092203,Inactive Investor,Kristyn Powers,Client Service Associate,Morgan Stanley Kalamazoo MI 277 S Rose St,kristyn.powers@morganstanley.com,,Salesforce
11149430,Inactive Investor,Raymond Papineau,,"Farmers Financial Solutions, LLC Phoenix AZ 515 E Carefree Hwy",rpapineau@farmersagent.com,,Salesforce
11260194,Inactive Investor,Erik Olson,Trainee,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10489721,,James Aldendifer,Portfolio Manager,"Raymond James Financial Services Advisors, Inc Plano TX 2500 Dallas Pkwy",james.aldendifer@raymondjames.com,972-403-1025,List Import
11034744,Inactive Investor,Ikeem Boyd,,Vanguard Marketing Corporation,ikeem_boyd@vanguard.com,,Salesforce
11128640,Inactive Investor,Andrina Uptmore,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11186010,Inactive Investor,Anthony D'Allegro,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,anthony.dallegro@fidelity.com,,Salesforce
11120738,Inactive Investor,James Davis,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,jsdavisjr@ft.nyl.com,,Salesforce
11221789,,Annika Sigfstead,,,annika.sigfstead@blackrock.com,,List Import
10966308,Inactive Investor,Sara Wade,Senior Client Service Associate,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",sara.wade@raymondjames.com,,Salesforce
11229580,Inactive Investor,Joshua McDermott,,"Voya Financial Advisors, Inc. Des Moines IA 699 Walnut St",joshua.mcdermott@voya.com,,Salesforce
128485,,Richard Lacross,,Integrated Wealth Concepts Llc,richard.lacross@lpl.com,,
10918741,Inactive Investor,Douglas Abbate,,"Cambridge Investment Research, Inc. Huntington Station NY 720 E Jericho Tpke",douglas.abbate@cambridgesecure.com,,Salesforce
9552361,,Rajesh Chundi,,,rajesh.chundi@transamerica.com,,List import
9645025,,Molly Breen,,,mbreen@lvwadvisors.com,,List import
11008647,Inactive Investor,Peter Nelson,Financial Advisor;Investment Advisor Representative,Park Avenue Securities LLC Salt Lake City UT 756 E Winchester St,peter_nelson1@glic.com,,Salesforce
11075302,Inactive Investor,David Graff,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7212 Metro Blvd",,,Salesforce
9615051,,Alec Chan,,,alex.chan@blackrock.com,,List import
10806812,Inactive Investor,William Raymond,,"Osaic FS, Inc. Amherst NH 5 Northern Blvd",,,Salesforce
11110192,Inactive Investor,Jeffrey Hull,Chief Compliance Officer;Chief Executive Officer;Founder;President,SavvyFi,jhull@savvyfi.co,,Salesforce
10776243,Inactive Investor,Domarina Awdow,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,domarina.awdow@fmr.com,,Salesforce
9567292,,Albert Pometto,,,albert.pometto@securitiesamerica.com,,List import
10884352,Inactive Investor,Craig Chuang,Wealth Manager,"Heritage Investment Group, Inc.",cchuang@heritageinvestment.com,,Salesforce
11207065,Inactive Investor,Lisa Painter,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,lisa.m.painter@chase.com,,Salesforce
11164191,Inactive Investor,Ricky Whitmire,Vice President - Wealth Management,LPL Financial LLC Doylestown PA 765 E Butler Ave,ricky.whitmire@lpl.com,,Salesforce
10856239,Inactive Investor,James Nocito,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",james.g.nocito@ampf.com,,Salesforce
9541449,,Kevin Moran,,,kmoran@tiedemannadvisors.com,,List import
11150437,Inactive Investor,Megan Miller,Registered Associate,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,,,Salesforce
346271,,Sheila Maraan,Practice Manager,"Bohmer Kilcoyne Wealth Management, Llc",smaraan@bkwealth.com,513-942-9700,Manual List Upload
9618134,,Jonathan Bishop,,,jbishop@aetos.com,,List import
9641647,,Joe Hebert,,,nemesis@jphebert.con,,List import
11167639,Inactive Investor,Russell Kobrin,,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",russell.kobrin@transamerica.com,,Salesforce
11023861,Inactive Investor,Harrison Porter,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",harrison.porter@ml.com,,Salesforce
10806157,Inactive Investor,Brandon Moore,Investment Advisor Representative,GFN Capital Management,bmoore@glazerfinancial.com,,Salesforce
11238944,Inactive Investor,Alex Brown,,Beacon Securities,abrown@beaconsecurities.ca,,Salesforce
11209422,Inactive Investor,Brian Canning,Director - Wealth Management;Financial Advisor,Abacus Wealth Partners,brian@abacuswealth.com,,Salesforce
338454,,Cordell Lawrence,,[Unknown],cordellg52@gmail.com,,Event
9641264,,Lorraine Johnson,,,lorraine771@yahoo.com,,List import
10792327,Inactive Investor,John Rickard,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
341930,,Brian Miles,Senior Vice President & Director,Bridges Investment Management Inc,bmiles@bridgesinv.com,402-397-4700,Manual List Upload
10979689,Inactive Investor,Christian Puglla-Quiroz,Private Client Banker,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,christian.puglla-quiroz@jpmorgan.com,,Salesforce
9642931,,LaToya Austin,,,latoya.austin81@yahoo.com,,List import
10647972,,Jeanine Garcia,,,jeanine.garcia@fmr.com,,List Import
11187474,Inactive Investor,Mandy Savage,,"Ameriprise Financial Services, LLC Austin TX 4810 Spicewood Springs Rd",,,Salesforce
10842010,Inactive Investor,Michael Bronson,Financial Advisor;Specialist,Morgan Stanley Manchester NH 1155 Elm St,michael.bronson@morganstanley.com,,Salesforce
10990113,Inactive Investor,Sophia Ghaderi,Client Associate,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",,,Salesforce
352945,,Marie Jinnell Katrine Millado,Executive Board Member,N/A,jinmillado@outlook.com,,Event
11211342,Inactive Investor,David Bejaneishvili,,"Wells Fargo Clearing Services, LLC Centreville VA 14011D Saint Germain Dr",,,Salesforce
10489708,,Robert Williams,Investment Advisor Representative,"Peak American Investment Advisors, Inc.",swilliams@peak-team.com,,List Import
9632118,,Bruce Graham,,,bruce.graham@captrust.com,,List import
11176231,Inactive Investor,Kimberly Mente,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10900659,Inactive Investor,Jean Baert,Wealth Advisor,"Leelyn Smith, LLC",jbaert@leelynsmith.com,,Salesforce
9603169,,Robert Wilson,,,bobwilson4125@sbcglobal.net,,List import
10760380,Inactive Investor,Viengsavanh Bounnam,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 4380 S Macadam Ave",vieng.x.bounnam@ampf.com,,Salesforce
11075962,Inactive Investor,Corey Johnson,Division Leader,J.P. Morgan Securities LLC Indianapolis IN 8858 Southeastern Ave,corey.a.johnson@jpmorgan.com,,Salesforce
10994298,Inactive Investor,Daniel Spector-Franson,Associate Financial Advisor,"Summitry, LLC",daniel@summitry.com,,Salesforce
233703,, -,,[[Unknown]],msa1984@gmail.com,,
189615,,David Rose,,None,davidhrose1117@gmail.com,5105087094,
11021634,Inactive Investor,Karen Ramos,,J.P. Morgan Securities LLC Las Vegas NV 9911 W Charleston Blvd,kay.ramos@chase.com,,Salesforce
10957427,Inactive Investor,Brandon Jensen,,"FBL Marketing Services, LLC Logan UT 74 W 100 N",brandon.jensen@fbfs.com,,Salesforce
9646395,,Chuck Eesley,,,ceesley@icloud.com,,List import
11255125,Inactive Investor,Lukas DeWitt,Financial Advisor,Proxy Wealth Advisors LLC Mount Vernon NY Private Residence,,,Salesforce
11051615,Inactive Investor,Bruce Meyer,Partner;Senior Managing Director,"Beacon Pointe Advisors, LLC Scottsdale AZ 14350 N 87th St",,,Salesforce
11197305,Inactive Investor,Eric Jones,,"Ameritas Investment Company, LLC",eric.jones@ameritas.com,,Salesforce
11139263,Inactive Investor,Punnarin Koy,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Saint Paul MN 420 Summit Ave",punnarin.x.koy@ampf.com,,Salesforce
11203111,Inactive Investor,James Bradley,Chief Executive Officer;Chief Investment Officer;Founder,Penobscot Financial Advisors,jbradley@penobscotfa.com,,Salesforce
10917889,Inactive Investor,Matthew Moore,,"Pruco Securities, LLC. Wilmington OH 70 Fairway Dr",,,Salesforce
11119156,Inactive Investor,Logan Casey,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",logancasey@weg1.com,,Salesforce
10922164,Inactive Investor,Brent Hudson,Chief Compliance Officer;Owner,"Fluid Financial Planning, LLC",brent@fluidfp.com,,Salesforce
10940176,Inactive Investor,Carl Leschinski,,Aegis Capital Corp. Manasquan NJ 2517 Hwy 35,,,Salesforce
9554360,,Amaury Sanchez-cifuentes,,,amaury@bluekeyria.com,,List import
11109294,Inactive Investor,John Birkett,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,,,Salesforce
11152582,Inactive Investor,Brooke Holle,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,brooke.holle@jpmorgan.com,,Salesforce
10860709,Inactive Investor,Susan Hopkins,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
11104313,Inactive Investor,Donald Capelin,Chief Compliance Officer;Co-Chief Investment Officer;Managing Director,"The Herbst Group, LLC",dcapelin@herbstgroup.com,,Salesforce
9630331,,Marc Valette,,,mvalette.pro+gs@gmail.com,,List import
11205735,Inactive Investor,Ying Yi Huang,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,yingyi.huang@chase.com,,Salesforce
10859577,Inactive Investor,Robert Soohey,,"CFD Investments, Inc. Crown Point IN 9800 Connecticut Dr",robert.soohey@cfdinvestments.com,,Salesforce
222735,,Paul Marius Prunean,,[Unknown],paulnean@yahoo.es,,
9614760,,David White,,,diw@east-coast.co.uk,,List import
9643848,,COLIN MCQUEEN,,,ccmq@northrock.bm,,List import
11074366,Inactive Investor,Lewis Guilbeau,Investment Advisor Representative,"Eltekon Advisors, LLC.",lguilbeau@eltekon.com,,Salesforce
11068324,Inactive Investor,Ryan Hunt,,J.P. Morgan Securities LLC Ridgewood NJ 84 E Ridgewood Ave,ryan.m.hunt@jpmorgan.com,,Salesforce
10506145,,Tucker Holt,Senior Wealth Advisor,AMJ Financial,tholt@amjfinancial.com,703-466-0477,List import
10791625,Inactive Investor,Kimberly King,,"Raymond James Financial Services, Inc. Winter Park FL 1560 Orange Ave",kimberly.king@raymondjames.com,,Salesforce
10661765,,Khloe Karova,,,khloe@moderncapitalconcepts.com,,List Import
10823295,Inactive Investor,Maria McArdle,Client Service Associate,UBS Financial Services Inc. Westport CT 8 Wright St,maria-za.palomino@ubs.com,,Salesforce
10596845,Inactive Investor,Sam Falconello,Managing Member,Sam Falconello,,,Salesforce
10842032,Inactive Investor,Todd Kennedy,,"The Oak Ridge Financial Services Group, Inc.",tkennedy@hjsims.com,,Salesforce
10964045,Inactive Investor,Yordanos Haile,,"Wells Fargo Clearing Services, LLC Houston TX 5202 Kirby Dr",,,Salesforce
10648443,,Brandon Espinosa,,,brandon.espinosa@fmr.com,,List Import
11117054,Inactive Investor,Alexander Smith,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alex.smith@ubs.com,,Salesforce
10833020,Inactive Investor,Michael Stecker,Financial Associate;Financial Representative,Thrivent Investment Management Inc. Choctaw OK Private Residence,michael.stecker@thrivent.com,,Salesforce
9875457,,Charles Powell,,,charliepowell286@gmail.com,,Web Form Fillout
238765,,gabrypacenti@gmail.com Pacenti,,[Unknown],gabrypacenti@gmail.com,,
10922199,Inactive Investor,Ralph Grieco,,"Osaic Wealth, Inc. Warwick RI 3239 Post Rd",,,Salesforce
9584343,,Zachery Lucht,,,zachlucht@hotmail.com,,List import
10934310,Inactive Investor,Todd Redding,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10780830,Inactive Investor,Victor Sze,,"Raymond James Financial Services, Inc. Suwanee GA 1215 Satellite Blvd NW",victor.sze@raymondjames.com,,Salesforce
11219875,,John Cooney,,,jcooney@infinexgroup.com,,Other
10851613,Inactive Investor,Steven Bailey,,"American Portfolios Financial Services, Inc. Salem OH 992 E State St",sbailey@americanportfolios.com,,Salesforce
10870807,Inactive Investor,Michele Corl,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,michele.corl@fidelity.com,,Salesforce
9580041,,Jay Livingston,,,jflivingston@ft.nyl.com,,List import
10930317,Inactive Investor,Brett Edwards,,"Benjamin F. Edwards & Company, Inc.",,,Salesforce
11172315,Inactive Investor,John Rowan,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Novi MI 26200 Town Center Dr",john.p.rowan@ampf.com,,Salesforce
11167158,Inactive Investor,Michael Bartocci,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",michael.bartocci@tiaa.org,,Salesforce
10760321,Inactive Investor,Philip Watson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,philip.watson@fidelity.com,,Salesforce
10836315,Inactive Investor,Brendan Krebs,Financial Advisor;Senior Vice President - Complex Manager,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",brendan.krebs@wellsfargoadvisors.com,,Salesforce
11030524,Inactive Investor,Matthew Sanchez,,"Raymond James & Associates, Inc.",matthew.sanchez@raymondjames.com,,Salesforce
11077704,Inactive Investor,Stephen Kucharski,Branch Manager,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",,,Salesforce
11182463,Inactive Investor,Robyn Kreuer,,"Verus Capital Partners, LLC Scottsdale AZ 6439 E Kathleen Rd",rkreuer@veruscapitalpartners.com,,Salesforce
11158865,Inactive Investor,Philip Boyer,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Reading PA 1350 Broadcasting Rd,philip.c.boyer@morganstanley.com,,Salesforce
10904473,Inactive Investor,Gloria Lietz,,"CUSO Financial Services, L.P. Stephenville TX Private Residence",glietz@cusonet.com,,Salesforce
7469732,,Adam J,,,keffsmith1@gmail.com,,Web Form Fillout
10821408,Inactive Investor,Bradley Mitchell,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",brad.w.mitchell@nm.com,,Salesforce
9634256,,Joseph Hester,,,dena1203@yahoo.com,,List import
10945497,Inactive Investor,Sarah Carlson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9561482,,Skyler Steinke,,,skyler.steinke@sudrania.com,,List import
10761279,Inactive Investor,Philip McAlpin,Family Wealth Director;Financial Advisor;Institutional Consultant;Portfolio Management Director;Senior Vice President;Workplace,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,morgan.mcalpin@morganstanley.com,,Salesforce
11148597,Inactive Investor,Mark Bilski,,"RBC Capital Markets, LLC Mount Kisco NY Private Residence",,,Salesforce
210299,,Tonny Omondi,,[Unknown],tonikenya@gmail.com,,
10918591,Inactive Investor,Andrew McIlhenny,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",andrew.mcilhenny@equitable.com,,Salesforce
11182284,Inactive Investor,Adam Himelson,Chief Compliance Officer;Managing Member,Financial Counseling Resources LLC,,,Salesforce
11014056,Inactive Investor,Robert Kinney,,J.P. Morgan Securities LLC Lewis Center OH 8681 Columbus Pike,robert.kinney@jpmorgan.com,,Salesforce
10890357,Inactive Investor,Jordan Bresalier,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",jordan.bresalier@bernstein.com,,Salesforce
10803543,Inactive Investor,Richard Galzarano,,"Hornor, Townsend & Kent, LLC Columbus OH 1900 Polaris Pkwy",rgalzarano@htk.com,,Salesforce
9553190,,Dennis Lau,,,cflau@yahoo.com,,List import
10917056,Inactive Investor,James Bush,,"ValMark Securities, Inc. Hingham MA 18 Shipyard Dr",,,Salesforce
10616656,,Julie Hankes,,,julie.hankes@lpl.com,,List Import
12344,,a t,,[[Unknown]],antonykmt@gmail.com,,Initial Salesforce Import
10928743,Inactive Investor,Alexander Weber,,Thrivent Investment Management Inc.,alexander.weber@thrivent.com,,Salesforce
10785136,Inactive Investor,Sherrie Smith,,J.P. Morgan Securities LLC Phoenix AZ 12240 N Tatum Blvd,sherrie.d.smith@jpmorgan.com,,Salesforce
10945456,Inactive Investor,Colleen Latchic,,"Pensionmark Securities, LLC",,,Salesforce
10832058,Inactive Investor,Patrick Markey,Chief Compliance Officer;Co-Founder;Partner;Senior Financial Advisor,NorthCape Wealth Management,patrick.markey@northcapewm.com,,Salesforce
374331,,Kenneth Swansegar,,Capital Analysts,kswansegar@lincolninvestment.com,8592303610,Salesforce
10828262,Inactive Investor,John Cartolano,,Cetera Advisor Networks LLC Scottsdale AZ 9059 E Bahia Dr,,,Salesforce
10818560,Inactive Investor,Raymond Trost,Financial Advisor,Edward Jones Blackwood NJ 198 Fries Mill Rd,ray.trost@edwardjones.com,,Salesforce
9594402,,Randy Pearce,,,rpearce@grandeurpeakglobal.com,,List import
11140396,Inactive Investor,Jacob Templar,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11116321,Inactive Investor,Michael Gully,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",mike.gully@wellsfargoadvisors.com,,Salesforce
11144280,Inactive Investor,Lance Roe,,LPL Financial LLC Charlotte MI 236 S Cochran Ave,lance.roe@lpl.com,,Salesforce
9631839,,Ben Miiew,,,aadewaa@gmail.com,,List import
11195956,Inactive Investor,Ying Lu,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
11036664,Inactive Investor,Kevin Herrera,,J.P. Morgan Securities LLC Carol Stream IL 411 S Schmale Rd,,,Salesforce
9612579,,William Florida,,,wflorida@advisoryresearch.com,,List import
10947691,Inactive Investor,Alexandra Dixon,,Fidelity Brokerage Services LLC,,,Salesforce
11033264,Inactive Investor,Katherine Mapakou,,PFS Investments Inc. Peoria AZ 9210 W Peoria Ave,kmapakou@primerica.com,,Salesforce
10856839,Inactive Investor,Ryan Buskirk,,"Raymond James Financial Services, Inc. Lake Wales FL 100 E Stuart Ave",ryan.buskirk@raymondjames.com,,Salesforce
11132259,Inactive Investor,Michelle Simandle,,Fidelity Brokerage Services LLC,michelle.simandle@fmr.com,,Salesforce
9611277,,Jessica Yazbek,,,j.yzbek@gmail.com,,List import
11074887,Inactive Investor,Dana Edwards,Advisor;Chief Compliance Officer;Owner,Upbeat Financial,dana@upbeatfinancial.com,,Salesforce
10760524,Inactive Investor,Richard Millner,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",richard.millner@wellsfargoadvisors.com,,Salesforce
214474,,Stav Grinshpon,,[Unknown],stav.grinshpon@gmail.com,,
10819883,Inactive Investor,Kari Kilgore,Client Associate,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",kari.a.kilgore@wellsfargo.com,,Salesforce
11163467,Inactive Investor,Seth Grano,,LPL Financial LLC Newbury Park CA 1153 Pan Ct,seth.grano@lpl.com,,Salesforce
347806,,John Carney,President & Founder,Mercer Global Advisors Inc.,jcarney@merceradvisors.com,(215) 646-6200 ext. 8,
10897389,Inactive Investor,Christopher Janc,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10859763,Inactive Investor,Sandra Werner,,"B.B. Graham & Company, Inc. Elk City OK 2714 W 3rd St",,,Salesforce
9573167,,William Stevenson,,,william.stevenson@eglintoncap.com,,List import
11178852,Inactive Investor,Kane Reece,Financial Advisor,Edward Jones Birmingham AL 3659 Lorna Rd,kane.reece@edwardjones.com,,Salesforce
9564305,,andrew carrolus,,,acarrolus@janney.com,,List import
9644304,,Angela Hu,,,yilingangela@gmail.com,,List import
2063265,,Burak Yilmazturk,,,burak.yilmazturk@gmail.com,,
11212092,Inactive Investor,Robert Napp,,LPL Financial LLC Camarillo CA 5999 Ridge View St,robert.napp@lpl.com,,Salesforce
10761189,Inactive Investor,Richard Jacobsmeyer,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 11655 Olive Blvd",richard.jacobsmeyer@usbank.com,,Salesforce
10848329,Inactive Investor,Melinda Koehler,Senior Client Service Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,mindy.koehler@ubs.com,,Salesforce
10939218,Inactive Investor,Amy Jones,,"Osaic Wealth, Inc. Cumming GA Private Residence",,,Salesforce
9566637,,Joseph O'Farrell,,,joe@ocalastud.com,,List import
11193934,Inactive Investor,Ellis Minton,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Raleigh NC 3800 Glenwood Ave,ward.minton@morganstanley.com,,Salesforce
10884461,Inactive Investor,Rikin Jobanputra,,Joseph Gunnar & Co. LLC New York NY 40 Wall St,,,Salesforce
11023184,Inactive Investor,Scott Trueman,,"Wells Fargo Advisors Financial Network, LLC Santa Barbara CA 125 E De lLa Guerra St",scott.trueman@wfafinet.com,,Salesforce
230130,,Pete Wallace -,,Pete Wallace [[Unknown]],pwcryptokeeper@gmail.com,,
11100019,Inactive Investor,Christopher Osborne,Chief Supervisory Officer;Head - Supervision,Thrivent Investment Management Inc.,christopher.osborne@thrivent.com,,Salesforce
11006398,Inactive Investor,Olivia Cavalier,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,opriola@ft.newyorklife.com,,Salesforce
10995879,Inactive Investor,Ian Davis,Chief Operating Officer;Vice President,"Horizon Financial Group, Inc.",ian@horizonfinancialgrp.com,,Salesforce
10957011,Inactive Investor,Anthony Herman,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,,,Salesforce
9553835,,Vanessa Romero,,,vanessalugo1207@gmail.com,,List import
10984457,Inactive Investor,Svetlana Morozova,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
205381,,Brent Maurice,,[Unknown],brent@fobailey.com,,
10998904,Inactive Investor,Asha Pun,,PFS Investments Inc. Rego Park NY 63112 Woodhaven Blvd,pun.asha@primerica.com,,Salesforce
11066733,Inactive Investor,Jeffrey Zimmer,Regional Vice President,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
238105,, -,,[[Unknown]],joybarbe@yahoo.com,,Organic Search
11007062,Inactive Investor,Amber Schoenrock,,LPL Financial LLC Littleton CO Private Residence,amber.schoenrock@lpl.com,,Salesforce
11226781,Inactive Investor,Michael Tudor,,"Sloy, Dahl & Holst, LLC",michaeltudor@sdh-inc.com,503-248-9800,Salesforce
11234398,Inactive Investor,Jeffrey Granoff,,"St. Bernard Financial Services, Inc.",,,Salesforce
10770446,Inactive Investor,Gunnar Pritsch,Chief Operating Officer;Chief Risk Officer,"MIO Partners, Inc. New York NY 245 Park Ave",gunnar_pritsch@miopartners.com,,Salesforce
10889088,Inactive Investor,Jeremy Wyman,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jeremy.wyman@tiaa.org,,Salesforce
3534931,,Ryan Acosta,,,ryan@acostas.llc,,Web Form Fillout
11010839,Inactive Investor,Michael Capasso,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,mvcapasso@ft.newyorklife.com,,Salesforce
11089748,Inactive Investor,Jason Stauffacher,,State Farm VP Management Corp. Westfield WI 228 S Main St,,,Salesforce
10798691,Inactive Investor,Frank Scalese,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
10833792,Inactive Investor,Randolph Belonzi,,"Lebenthal Financial Services, Inc.",,,Salesforce
10796096,Inactive Investor,Matthew Smith,Financial Advisor,"Carter, Terry & Company, Inc.",msmith@carterterry.com,,Salesforce
10807607,Inactive Investor,William Trahan,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,william.trahan@lpl.com,,Salesforce
11118511,Inactive Investor,Joe Chapman,Regional Vice President,PFS Investments Inc. Southfield MI 24001 Southfield Rd,joe.chapman@primerica.com,,Salesforce
11069409,Inactive Investor,Robert Kailes,,Cetera Advisor Networks LLC Playa Del Rey CA Private Residence,kailesr@ceteranetworks.com,,Salesforce
11045028,Inactive Investor,Robert Lane,,Cetera Advisors LLC Englewood CO 6855 S Havana St,robert.lane@ceteraadvisors.com,,Salesforce
11118242,Inactive Investor,Justin Wright,,"RBC Capital Markets, LLC Germantown TN 6815 Poplar Ave",justin.wright@rbc.com,,Salesforce
10882476,Inactive Investor,Tiberiu Podobea,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9631723,,Sunusi Musa,,,sunusinuhumuhammad9@gmail.com,,List import
9612317,,Jesse Morgans,,,jesse.morgans@api.za.com,,List import
11032493,Inactive Investor,Sarah Davis,Wealth Advisor,Thrivent Investment Management Inc. Jupiter FL 725 N Hwy A1A,sarah.davis@thrivent.com,,Salesforce
11213112,Inactive Investor,Adam Mizrahi,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
10779451,Inactive Investor,Christopher Malone,Financial Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,chris.malone@morganstanleypwm.com,,Salesforce
10764000,Inactive Investor,Svea Hall,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,svea.hall@gs.com,,Salesforce
9592790,,Gary Knutson,,,4prosperity@earthlink.net,,List import
11160117,Inactive Investor,Joseph Debono,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",joseph_debono@ml.com,,Salesforce
8480835,,Eric Dimitrovich,,Morgan Stanley,eric.dimitrovich@morganstanley.com,,List Import
11137279,Inactive Investor,Anthony Cook,Financial Advisor,LPL Financial LLC Bloomfield Hills MI 21 E Long Lake Rd,anthony.cook@lpl.com,,Salesforce
45747,,Shaun Conahan,Financial Advisor,"Pruco Securities, LLC.",shaun.conahan@prudential.com,215-723-3300,
10939664,Inactive Investor,Jessica Aliotti,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",jessica.aliotti@nm.com,,Salesforce
10899267,Inactive Investor,David Richer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.richer@fidelity.com,,Salesforce
11036459,Inactive Investor,Robert Andrews,,"Allstate Financial Services, LLC Escondido CA 2447 S Centre City Pkwy",robertandrews@allstate.com,,Salesforce
11188836,Inactive Investor,Henry Dickinson,,"B.B. Graham & Company, Inc.",,,Salesforce
11118070,Inactive Investor,Douglas Bryan,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Boston MA 20 Custom House St",bryand@stifel.com,,Salesforce
10834180,Inactive Investor,Jason Bernat,Investment Advisor Representative,"BFC Planning, Inc. Youngstown OH 833 Boardman Canfield Rd",,,Salesforce
341661,,Sean Hipskind,Associate Portfolio Manager,"Great Lakes Advisors, Llc",shipskind@greatlakesadvisors.com,312-431-1700,Manual List Upload
10645248,,James Jacobson,,,jpjacobson@mesirowfinancial.com,,List Import
10955444,Inactive Investor,Maria Kelly,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9566476,,Tara Shulman,,,tarashulman@gmail.com,,List import
10615915,,Brent Anderson,,,brent.anderson@jpmorgan.com,,List Import
10647779,,Whitney Smith,,,wsmith@capcities.net,,List Import
11176833,Inactive Investor,Lauren Spirelli,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",lauren.spirelli@ml.com,,Salesforce
10606086,,Sui Li,"Chief Compliance Officer, Manager","Magari Advisors, LLC",mli@dynamiccredit.com,212-710-6608,List import
10972028,Inactive Investor,Irwin Salas,,"U.S. Bancorp Investments, Inc. Hacienda Heights CA 2040 S Hacienda Blvd",irwin.salas@usbank.com,,Salesforce
9589017,,James Danjolell,,,jimster53@gmail.com,,List import
10791032,Inactive Investor,Geoffrey Sulanke,Director - Manager Research;Managing Director;Senior Vice President,Davenport & Company LLC,gsulanke@investdavenport.com,,Salesforce
11238201,Inactive Investor,Sarah Gries,,GRIES FINANCIAL LLC,sarah@gries.com,,Salesforce
10968540,Inactive Investor,Kenneth Studer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10908904,Inactive Investor,James Barnes,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,jbarnes1@ft.newyorklife.com,,Salesforce
216038,,Joseph Albin,,[Unknown],jalbin82@roadrunner.com,,Organic Search
10813982,Inactive Investor,Theresa Ferri,Account Executive;Managing Director,Morgan Stanley,terri.ferri@morganstanley.com,,Salesforce
9579699,,Douglas Loudon,,,dloudon@loudoninv.com,,List import
10856898,Inactive Investor,Lisa Turner,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Salem OR 500 Liberty St SE",lisa.a.turner@wellsfargoadvisors.com,,Salesforce
9621787,,Akanksha Yadav,,,amitaksha44@gmail.com,,List import
10913574,Inactive Investor,Charles Gray,,"Silver Oak Securities, Incorporated Memphis TN 1331 Union Ave",charlesgray@silveroaksecurities.com,,Salesforce
10877522,Inactive Investor,Joe Friend,Financial Advisor;Financial Professional,"Voya Financial Advisors, Inc. Cumming GA 5025 Mundy Ct",joe.friend@voyafa.com,,Salesforce
11085930,Inactive Investor,Jeffrey Dodson,,Cetera Advisor Networks LLC Oklahoma City OK 5560 NW 72nd St,dodsonj@ceteranetworks.com,,Salesforce
11223252,,Kathleen Marteney,,,kmarteney@provwealth.com,,List Import
11232823,Inactive Investor,Yugang Sun,,"Transamerica Financial Advisors, Inc Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10968500,Inactive Investor,Christopher Gray,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11023506,Inactive Investor,Oliver Walker,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11026474,Inactive Investor,Deona Hancock,,Fidelity Brokerage Services LLC,deona.hancock@fidelity.com,,Salesforce
11023587,Inactive Investor,Janet Soto,,J.P. Morgan Securities LLC Yorktown Heights NY 3394 Crompond Rd,janet.soto@jpmorgan.com,,Salesforce
10775436,Inactive Investor,Robert Dockrill,Relationship Manager,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9644202,,Ibrahim Moshood,,,ibrahimmoshood61@gmail.com,,List import
10895552,Inactive Investor,Shane Hall,,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",shane.hall@ampf.com,,Salesforce
10923335,Inactive Investor,Jacob Nachtigal,Financial Advisor,LPL Financial LLC Hutchinson KS 1701 Landon St,jacob.nachtigal@lpl.com,,Salesforce
4999,, -,,[[Unknown]],briankim10@yahoo.com,,Initial Salesforce Import
11010009,Inactive Investor,Tyler Cate,,"Raymond James & Associates, Inc.",tyler.cate@raymondjames.com,,Salesforce
10474628,,[Unknown],,,jim@jim-duffy.comm,,Web Form Fillout
11155806,Inactive Investor,Michael Choquette,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",michael.choquette@nm.com,,Salesforce
9614999,,Alan Eagle,,,aeagle@gmail.com,,List import
11083132,Inactive Investor,Kurt Ebel,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,kurt.ebel@ceterainvestors.com,,Salesforce
11115205,Inactive Investor,Steven Nuetzel,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",steven.nuetzel@wellsfargoadvisors.com,,Salesforce
9610580,,aaron rayner,,,aaron.rayner@masonstevens.com.au,,List import
9565581,,Victoria Zhou,,,hongzhou1012@yahoo.com,,List import
9604246,,Jean Christophe Liaubet,,,jc.liaubet@gmail.com,,List import
9569846,,Gregory Burns,,,gburns@cantella.com,,List import
10818660,Inactive Investor,Yijuan Zheng,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",jane.zheng@ml.com,,Salesforce
11053152,Inactive Investor,Jeffrey Alstot,Advisor;Trading Desk Manager,"Kelsey Financial, LLC",,,Salesforce
10789358,Inactive Investor,Debra Johnson,,"Avantax Investment Services, Inc. Douglasville GA 8320 Office Park Dr",,,Salesforce
10876980,Inactive Investor,Autumn Sims,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,avrablic@ft.newyorklife.com,,Salesforce
371437,,Amber Shi,,Canada,zs146@georgetown.edu,,Google Natural Search
11178213,Inactive Investor,Luke Berge,,Thrivent Investment Management Inc. Minneapolis MN 7760 France Ave S,lberge@pksinvest.com,,Salesforce
10661958,,Kevin Callahan,,,kcallahan@fairwaycapm.com,,List Import
9541885,,Hirofumi Nakamura,,,caremomoto@gmail.com,,List import
9580106,,Jeff Silver,,,jsilver@corradofg.com,,List import
10969453,Inactive Investor,Arisleyda Bordas,,J.P. Morgan Securities LLC Whitestone NY 15315 Cross Island Pkwy,arisleyda.bordas@jpmorgan.com,,Salesforce
11177636,Inactive Investor,Michael Volpe,,Lampert Capital Markets Inc.,,,Salesforce
10788261,Inactive Investor,Linda Hoisington,,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,linda.hoisington@morganstanley.com,,Salesforce
11021918,Inactive Investor,Brian Lundgren,,LPL Financial LLC San Diego CA 4707 Executive Dr,brian.lundgren@lpl.com,,Salesforce
9593999,,Edith Tse,,,edith.tse@evercore.com,,List import
10796227,Inactive Investor,Mark Callaway,Financial Advisor;Investing with Impact Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,mark.c.callaway@morganstanley.com,,Salesforce
10904330,Inactive Investor,Evelyn Berroyer,,PFS Investments Inc. Brick NJ 74 Brick Blvd,evelyn.berroyer@primerica.com,,Salesforce
11210738,Inactive Investor,Charles Nemphos,,"Northstar Wealth Management, Inc. Elkridge MD 5820 Washington Blvd",,,Salesforce
11106183,Inactive Investor,Lonny Elfenbein,Chief Compliance Officer,"West Michigan Advisors, LLC Holland MI 320 120th Ave",,,Salesforce
9548458,,Nathan Doctor,,,nathand@bgi-group.com,,List import
11058671,Inactive Investor,Lauren Kayrish,,"Raymond James Financial Services, Inc. Kingston PA 479 Northampton St",lauren.pascoe@raymondjames.com,,Salesforce
11067263,Inactive Investor,Peter Murphy,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,peter.murphy@fidelity.com,,Salesforce
10786364,Inactive Investor,Jeff Dinning,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,jeff.dinning@fmr.com,,Salesforce
10861249,Inactive Investor,Kevin Driscoll,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Boston MA 60 State St,kdriscoll@janney.com,,Salesforce
234141,, -,,[[Unknown]],vishva.s@zebpay.com,,
10878498,Inactive Investor,Brent Whiddon,Senior Lead Advisor,OneAscent Wealth Management Albany GA 2410 Westgate Dr,brent.whiddon@oneascent.com,,Salesforce
10765815,Inactive Investor,Michael Long,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Venice FL 218 Harbor Dr S",stephen.long@stifel.com,,Salesforce
11011166,Inactive Investor,Kenneth Speroni,Financial Professional;Wealth Management Advisor,"MML Investors Services, LLC Tampa FL 5321 Memorial Hwy",ksperoni@financialguide.com,,Salesforce
11116145,Inactive Investor,Richard Civello,Investment Advisor,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
188,,,,,charlyjewel@alice.it,,
10855001,Inactive Investor,Leslie Archard,,Jefferies LLC,larchard@jefferies.com,,Salesforce
11024865,Inactive Investor,Mark Kirkhoff,Associate Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",mark.kirkhoff@raymondjames.com,,Salesforce
11039412,Inactive Investor,Crispina Renteria,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,crispina.renteria@morganstanley.com,,Salesforce
11151759,Inactive Investor,Charles Currie,,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,charles.currie@lpl.com,,Salesforce
11117208,Inactive Investor,Steven D'Alise,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",steven_dalise@ml.com,,Salesforce
11127039,Inactive Investor,Patricia Campos,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",patricia_campos@ml.com,,Salesforce
10637683,,Kemal Elezovikj,,,kemo.tet1@gmail.com,,Web Form Fillout
10920100,Inactive Investor,Jason Varner,,"Cambridge Investment Research, Inc. Hartville OH 203 S Prospect Ave",,,Salesforce
11084222,Inactive Investor,Tyler Cuba,,Cetera Advisors LLC Cape Girardeau MO 3224 Independence St,,,Salesforce
9548248,,Ivan Hilliard,,,ihilliard@massmutual.com,,List import
11095809,Inactive Investor,Evan Keeslar,Associate Financial Advisor,Hamilton Capital,evan.keeslar@hamiltoncapital.com,,Salesforce
10921043,Inactive Investor,Darryl Poisson,Chief Compliance Officer;Founder;Managing Principal,"DJP Wealth Management, LLC",darryl@djpwealth.com,,Salesforce
11063273,Inactive Investor,Scott Bishop,Financial Advisor,LPL Financial LLC Long Beach CA 3738 Bayer Ave,scott.bishop@lpl.com,,Salesforce
234494,, -,,[[Unknown]],dmbarnes86@aol.com,,Organic Search
9593535,,Catherine Brosius,,,cbrosius@financialengines.com,,List import
11060987,Inactive Investor,Kimberly Saunders,Financial Planner;Managing Partner,"VestWyze, LLC",kimberly@vestwyze.com,,Salesforce
241178,,Patrick Randall,,"SHP Wealth Management, LLC",patrickr@shpne.com,(866) 746-2401,Database Upload
10925730,Inactive Investor,Philip Corkins,,"Empower Financial Services, Inc Olathe KS Private Residence",philip.corkins@empower.com,,Salesforce
10995497,Inactive Investor,Blake Abel,Financial Professional,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",babel@financialguide.com,,Salesforce
372082,,scarlett Frost,,[Unknown],scarlett@towardsolution.com,,Salesforce
11150073,Inactive Investor,Joseph Falcone,Financial Advisor,LPL Financial LLC Seymour CT 185 Eastwood Dr,joseph.falcone@lpl.com,,Salesforce
10773375,Inactive Investor,Francis Gemino,,Henley & Company LLC,fgemino@henleyandcompany.com,,Salesforce
10921111,Inactive Investor,Jonathan Swart,,"Raymond James Financial Services, Inc. Wilmington NC 1508 Military Cutoff Rd",jonathan.swart@raymondjames.com,,Salesforce
11078103,Inactive Investor,Jennifer Adamson,Compliance Advisor,"Principal Securities, Inc.",,,Salesforce
65824,,Alim Ozbilge,Vice President - Financial Counseling,"The Ayco Company, L.P.",aozbilge@ayco.com,973-401-2000,
10814533,Inactive Investor,Ho-Tae Chang,Partner,"BCG Securities, Inc. Ambler PA 1001 N Bethlehem Pike",hchang@bcgsecurities.com,,Salesforce
213634,,Arthur McConnachie,,[Unknown],amcconnachie@amerind.com,,Advertising
10982288,Inactive Investor,Robert Roberts,Chief Compliance Officer;Chief Operating Officer,"Legacy Capital Wealth Partners, LLC",bobr@legacycapitalwp.com,,Salesforce
11182860,Inactive Investor,Jeffrey Adragna,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
9583257,,Mackenzie Whitaker,,,m.whitaker@fi.com,,List import
11090924,Inactive Investor,Timothy Neal,,"Farmers Financial Solutions, LLC Thousand Oaks CA 325 E Hillcrest Dr",tneal@farmersagent.com,,Salesforce
11032096,Inactive Investor,Matthew Finnell,,LPL Financial LLC Coraopolis PA 500 Cherrington Pkwy,matthew.finnell@lpl.com,,Salesforce
9551131,,Philip Huber,Chief Investment Officer,Savant Wealth Management,phuber@savantwealth.com,,List import
10769860,Inactive Investor,Mark Sanborn,Financial Advisor,Edward Jones Angola IN 85 S Public Sq,mark.sanborn@edwardjones.com,,Salesforce
10657726,,Lisa Christie,,,lisa.czarnecki@lpl.com,,List Import
9579907,,Ying Zhang,,,yzhang@gghc.com,,List import
11232071,Inactive Investor,Scotty Morris,,Commonwealth Financial Network Birmingham AL 2279 Valleydale Rd,,,Salesforce
11156273,Inactive Investor,Marcus Allen,Senior Associate,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",marcus.allen@equitable.com,,Salesforce
11210049,Inactive Investor,Erick Fernandez,,Fidelity Brokerage Services LLC,erick.fernandez@fmr.com,,Salesforce
11126468,Inactive Investor,Irina Bykova,,"Wells Fargo Clearing Services, LLC Sherman Oaks CA 14601 Ventura Blvd",irina.bykova@wellsfargoadvisors.com,,Salesforce
10612452,,Dory Jacinto,Financial Advisor,,dory.jacinto@gmail.com,,List Import
10785574,Inactive Investor,John Hernandez,,J.P. Morgan Securities LLC La Mirada CA 15128 Rosecrans Ave,john.hernandez@jpmorgan.com,,Salesforce
9595081,,Bert Boutte,,,bboutte@financialengines.com,,List import
10833506,Inactive Investor,David Patterson,Financial Advisor,"Ameriprise Financial Services, LLC Bridgeport WV 170 Thompson Dr",david.m.patterson@ampf.com,,Salesforce
10784544,Inactive Investor,Peter Greig,Co-Chief Investment Officer;Co-Chief Investment Officer - Fixed Income;Director;Senior Vice President,FCI Advisors,peter.greig@fciadvisors.com,,Salesforce
11009667,Inactive Investor,Nathan Levin,,LPL Financial LLC Herndon VA 200 Spring St,nathan.levin@lpl.com,,Salesforce
11028487,Inactive Investor,Carlos Alvarado,Managing Principal,"Alvarado & Associates, LLC",,,Salesforce
9547205,,Trevor Nystrom,,,allcurrency1@protonmail.com,,List import
9633876,,John Thompson,,,jpthomson@gmail.com,,List import
10933441,Inactive Investor,Louis Boos,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",louis.boos@ampf.com,,Salesforce
11145319,Inactive Investor,Gurminder Multani,Financial Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,grace.multani@morganstanley.com,,Salesforce
11190311,Inactive Investor,Robin Catanio,Registered Operations Leader,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",robin.catanio@ampf.com,,Salesforce
11047671,Inactive Investor,Wendy Somerset,Member,Beantown Financial Advisors LLC,wsomerset@beantownfinancial.com,,Salesforce
11263598,Inactive Investor,Joseph Grochowski,Senior Wealth Advisor,Vector Wealth Management Minneapolis MN 43 Main St SE,jgrochowski@vectorwealth.com,,Salesforce
11162210,Inactive Investor,Adam Rehim,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
10800163,Inactive Investor,Curtis Tantillo,,"Tandem Securities, Inc. Shawnee KS Private Residence",,,Salesforce
11126860,Inactive Investor,Arline Segal,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",arline.segal@rbc.com,,Salesforce
10905414,Inactive Investor,Laurie Jones,,PFS Investments Inc. Hollywood FL 3349 N University Dr,laurie.jones@primerica.com,,Salesforce
9615081,,Satish Bhogi,,,satish143chandu@gmail.com,,List import
246381,,Not Provided,,University of La Verne,nozar.daylami@gmail.com,,Manual List Upload
10661576,,Karen Dowling,,,kdowling@chancellorfinancial.com,,List Import
9562658,,Clint Talmo,,,ctalmo@parametricportfolio.com,,List import
10927260,Inactive Investor,Karen Botello,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9541360,,Georg Hofmann,,,sonnentimer@ansonia.de,,List import
10657021,,Sandra Padilla,,,spadilla@rwbaird.com,,List Import
1003692,Inactive Investor,Sanjeev Bhalla,,Sanjeev Bhalla,sanjeev.bhalla.usa@gmail.com,,
10866710,Inactive Investor,Turkessa Amoah,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Syracuse NY 250 S Clinton St",turkessa.amoah@tiaa.org,,Salesforce
11148495,Inactive Investor,Travis Wiley,,"Allstate Financial Services, LLC Tomball TX 11027 Northpointe Blvd",traviswiley@allstate.com,,Salesforce
11144292,Inactive Investor,Damien Couture,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,damien.couture@lpl.com,,Salesforce
10810330,Inactive Investor,Lorna Tom,Assistant Vice President;Director - Business Development,Morgan Stanley New York NY 55 E 52nd St,lorna.mondesirtom@morganstanley.com,,Salesforce
10849072,Inactive Investor,Steven Spence,Financial Advisor,LPL Financial LLC Labelle FL 110 E Washington Ave,steven.spence@lpl.com,,Salesforce
10944097,Inactive Investor,Harold Cannon,,"Raymond James Financial Services, Inc. Spartanburg SC 1983 S Pine St",harold.cannon@raymondjames.com,,Salesforce
10897186,Inactive Investor,Madison Britt,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,madison.poirier@fmr.com,,Salesforce
9591279,,YUKI SATO,,,sakata_syogun@outlook.jp,,List import
11092753,Inactive Investor,Benjamin Macgowan,Financial Advisor;Financial Representative;Investment Advisor Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",macgowan.ben@principal.com,,Salesforce
9573933,,Andrew Warner,,,awarner@massmutual.com,,List import
10983073,Inactive Investor,Kimberly Bandanza,,"Osaic Institutions, Inc. Seymour CT 6 Ray St",,,Salesforce
9557419,,Jeff Bergman,,,jberg32@aol.com,,List import
1006276,Inactive Investor,Sukey Yung,,Vicktor Capital,sukey.yung@vicktorcapital.com,,3rd Party Lead Gen
9543289,,Jonathan Alex,,,jon.alex.mat@gmail.com,,List import
11172139,Inactive Investor,Jamie DiRenzo,,Commonwealth Financial Network Langhorne PA 115 E Maple Ave,jdirenzo@commonwealth.com,,Salesforce
10852180,Inactive Investor,Paul Sadej,,"Avantax Investment Services, Inc. Bellmore NY Private Residence",,,Salesforce
9571719,,Thomas Wong,,,wong1@mindspring.com,,List import
10895166,Inactive Investor,Alfred Sansores,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10762181,Inactive Investor,Courtney Myers,Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",courtney.myers@ml.com,,Salesforce
11157027,Inactive Investor,John Link,Co-Founder;Member;Principal,"Covenant Partners, LLC",link@covenantpartnersllc.com,,Salesforce
9622112,,?????? ?????????,,,mirzali3006@gmail.com,,List import
10769184,Inactive Investor,Henry Jones,Managing Partner,"Edge Capital Group, LLC",hjones@edgecappartners.com,,Salesforce
245994,,Not Provided,Legislative Correspondent,Senator Gillibrand,ben_lebowitz@gillibrand.senate.gov,,Manual List Upload
11161116,Inactive Investor,Rodney Keyes,,"GLP Investment Services, LLC",rkeyes@glpwins.com,,Salesforce
11110203,Inactive Investor,Jane Barney,Senior Client Advisor,TFC Financial Management Inc,jbarney@tfcfinancial.com,,Salesforce
92024,,Ana Maria Gonzalez Wood,,"STA Wealth Management, LLC",anamaria@stawealth.com,281-822-8800,
11030614,Inactive Investor,Elizabeth Bullock,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,elizabeth_bullock@vanguard.com,,Salesforce
9558411,,Melvin Buffington,,,dbuffington@bmmria.com,,List import
11005935,Inactive Investor,James Battin,,"Farmers Financial Solutions, LLC Olathe KS 16069 S Bradley Dr",,,Salesforce
11118446,Inactive Investor,Sean Fisler,Financial Advisor,Commonwealth Financial Network Folsom CA 950 Glenn Dr,sfisler@cfnmail.com,,Salesforce
11222712,,Amy Lord,,,alord@suncoastequity.com,,List Import
321801,,Thiago Valdo,,Infrastructure Ontario,thiago.valdo@infrastructureontario.ca,,Manual List Upload
11260741,Inactive Investor,Julie Holstrom,Financial Advisor,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",julie.holstrom@wellsfargoadvisors.com,,Salesforce
11083190,Inactive Investor,Melissa Darnell,,Cetera Investment Services LLC Buffalo NY 300 Airborne Pkwy,melissa.darnell@ceterais.com,,Salesforce
6056321,,mhju nfhy,,,pepova9159@cnxcoin.com,,Web Form Fillout
1003834,Inactive Investor,Oliver Yeh,,Oliver Yeh,oyeh123@gmail.com,8019102287,Organic Search
9586948,,Jeffrey Stark,,,jstark@forumfin.com,,List import
9593187,,Faith Bowen,,,fb@dricapital.com,,List import
10817814,Inactive Investor,Linda Kwiatek,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,linda.kwiatek@primerica.com,,Salesforce
10958213,Inactive Investor,Donna King,Financial Advisor,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",donna.rice@tiaa.org,,Salesforce
9637598,,Bryan Gill,,,bryan.gill@pnc.com,,List import
10954609,Inactive Investor,Joshua Russell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
185957,,Brandon Clapp,,[Unknown],ret0n@ret0n.com,,source
9639588,,Angela Tripido,,,ahe@berkeley.edu,,List import
10488163,,Joan Mason,"Financial Advisor, Portfolio Manager, Workplace Advisor - Equity Compensation",Morgan Stanley,joan.mason@morganstanley.com,,List Import
10799193,Inactive Investor,Michael Nielsen,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Park City UT 1389 Center Dr",nielsonc@stifel.com,,Salesforce
10968931,Inactive Investor,Emily Olson,Financial Advisor,"Harbour Investments, Inc. Sun Prairie WI 100 N Grand Ave",,,Salesforce
10786787,Inactive Investor,James Kaniper,,NYLIFE Securities LLC Easton PA 2124 Northampton St,jkaniper@ft.newyorklife.com,,Salesforce
9577243,,Omatseye Ofoluwafo,,,seyejames3@gmail.com,,List import
10489707,,John Congdon,,"Peak American Investment Advisors, Inc.",jcongdon@peak-team.com,,List Import
10845689,Inactive Investor,Wellington Brannon,Regional Vice President,PFS Investments Inc. New Orleans LA 7240 Crowder Blvd,wellington.brannon@primerica.com,,Salesforce
11050642,Inactive Investor,Jacob Dingle,,Cetera Investment Services LLC Houston TX 5433 Westheimer Rd,jacob.dingle@ceterainvestors.com,,Salesforce
107216,,Robert Blum,,"Mt. Tremper Holdings, LLC",rblum@tremperllc.com,9142206260,
9640427,,Philip McCabe,,,mccabep@sacredheart.edu,,List import
11079194,Inactive Investor,Linda Fulgenzi,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Honolulu HI 1001 Bishop St",linda.fulgenzi@raymondjames.com,,Salesforce
7534794,,Brianna Johnson,,,vijonob443@mitigado.com,,Web Form Fillout
10913622,Inactive Investor,Alina Libowitz,,J.P. Morgan Securities LLC,alina.libowitz@jpmorgan.com,,Salesforce
11085688,Inactive Investor,Francis Bryan,,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",lee.bryan-iv@alex-brown.com,,Salesforce
9550408,,Hansel Fuller,,,heirfuller@msn.com,,List import
10606348,,JoAnne Duffy,"Branch Administration Manager, Managing Director","Raymond James & Associates, Inc.",joanne.duffy@raymondjames.com,212-314-0484,List Import
11150208,Inactive Investor,Ann McGee,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ann.mcgee@ubs.com,,Salesforce
11173828,Inactive Investor,John Thompson,Financial Advisor,Edward Jones Madison GA 2151 Eatonton Rd,,,Salesforce
10923868,Inactive Investor,Kari Cobb,,"Raymond James Financial Services, Inc. Cheyenne WY 611 E Carlson St",kari.cobb@raymondjames.com,,Salesforce
9628371,,Jeffrey Benton,,,jeffbenton561@aol.com,,List import
10845191,Inactive Investor,Anthony Kaplan,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Poughkeepsie NY 2649 South Rd",anthony.kaplan@wfafinet.com,,Salesforce
11023251,Inactive Investor,Jennifer Hoffman,,State Farm VP Management Corp. Homer City PA 4586 Rte 119 Hwy S,,,Salesforce
9550231,,Robert Fakhimi,,,rfakhimi@massmutual.com,,List import
10755296,Inactive Investor,Jay Braun,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",jay.braun@nm.com,,Salesforce
47320,,Kimberly Skiff,Financial Advisor,"Synovus Securities, Inc.",kimberlyskiff@synovus.com,706-649-2327,
9583807,,Jai Fatania,,,hello@j5mgmt.com,,List import
9604957,,Kevin Cooke,,,kevin.cooke.mgm@gmail.com,,List import
11149483,Inactive Investor,Jamie Connor,,"Cambridge Investment Research, Inc. Wausau WI 3303 Terrace Ct",,,Salesforce
371044,,Matthew Lilley,,[Unknown],matt.lilley8@gmail.com,,Salesforce
10926377,Inactive Investor,Christopher Caruso,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,christopher.caruso@jpmorgan.com,,Salesforce
10929103,Inactive Investor,Susan Crane,,Cetera Advisor Networks LLC,,,Salesforce
10963339,Inactive Investor,Elizabeth Jarvis,,Davenport & Company LLC,,,Salesforce
9568979,,David Attermann,,,david.attermann@gmail.com,,List import
11229489,Inactive Investor,Anna Melton,,William Blair,,,Salesforce
9644349,,Lee Larson,,,lee.larson@fundamentalglobal.com,,List import
9544070,,Jules Butale,,,papajules@live.com,,List import
10851747,Inactive Investor,Desiree Monahan,,Key Investment Services LLC Saratoga Springs NY 3016 Rte 50,desiree_a_monahan@kisinvestments.com,,Salesforce
9553933,,Greg Tarpinian,,,gregtarpinian@me.com,,List import
9616796,,Bradford Ewing,,,bradfordewing2@gmail.com,,List import
10967094,Inactive Investor,Andre De Mari Fiuza,,"XP Investments US, LLC",,,Salesforce
10917562,Inactive Investor,Reid Allen,,"Osaic Wealth, Inc. Roseville CA 508 Gibson Dr",,,Salesforce
9633281,,Meir Cohen,,,meircohen@gmail.com,,List import
9629340,,Kangah Angoua,,,blaise.angoua@gmail.com,,List import
10966662,Inactive Investor,Andrew St Pierre,,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",,,Salesforce
235477,, -,,[[Unknown]],kentuckyfan66@gmail.com,,Organic Search
10921884,Inactive Investor,Simon Wein,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",simon.wein@raymondjames.com,,Salesforce
9607604,,Robert Clark,,,robbywclark@gmail.com,,List import
11080861,Inactive Investor,Nicholas Cappello,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
190235,,Kamiaha Bates,,Omnicare Wellness,kamishabates@gmail.com,3149226147,
10856271,Inactive Investor,Timothy Knauf,President;Trustee,"Midwest Financial Associates, Inc.",,,Salesforce
10901552,Inactive Investor,David Lopez,,Fidelity Brokerage Services LLC,,,Salesforce
9555148,,Janet Rowe,,,jcr@mitchcap.com,,
11006077,Inactive Investor,Trent Renfrow,,PFS Investments Inc. Houston TX 16225 Park 10 Pl,trenfrow@primerica.com,,Salesforce
9595114,,Raul Isern,Wealth Advisor,Atlantic Family Wealth,raul.isern@lpl.com,,List import
10901049,Inactive Investor,Alexander Herman,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lawrenceville GA Private Residence",alexander.herman@tiaa.org,,Salesforce
10998814,Inactive Investor,Thomas Barrett,Financial Advisor,Edward Jones Walker LA 28955 Walker Rd S,ty.barrett@edwardjones.com,,Salesforce
238266,,Charlesryan92@gmail.com Ryan,,[Unknown],charlesryan92@gmail.com,,
202766,,Roberto Escobar,,[Unknown],davidproto2000@gmail.com,,source
10847116,Inactive Investor,Wesley Weise,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",,,Salesforce
11053088,Inactive Investor,Patrick Ward,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,patrick.ward@jpmorgan.com,,Salesforce
10950741,Inactive Investor,Barbara Gross,,PFS Investments Inc. Vancouver WA 3305 Main St,barbara.gross@primerica.com,,Salesforce
10873131,Inactive Investor,Nora Semerjian,Registered Client Associate,"Stifel, Nicolaus & Company, Incorporated Long Beach CA 5834 E Naples Plz",semerjiann@stifel.com,,Salesforce
10837173,Inactive Investor,Gary Grossblatt,Wealth Management Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,gary.grossblatt@ubs.com,,Salesforce
11151135,Inactive Investor,Jeffrey Jones,Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",jeffrey.n.jones@ampf.com,,Salesforce
11160475,Inactive Investor,September Cifra,Team Administrator,UBS Financial Services Inc. Seattle WA 925 4th Ave,september.cifra@ubs.com,,Salesforce
11008027,Inactive Investor,Kynedie Craig,,LPL Financial LLC Port Arthur TX 4401 Hwy 73,kynedie.craig@lpl.com,,Salesforce
10828815,Inactive Investor,Billy Scruggs,,"Raymond James Financial Services, Inc. Cookeville TN 304 N Washington Ave",bill.scruggs@raymondjames.com,,Salesforce
200701,,XUEYAN FAN,,[Unknown],fanxueyan@gmail.com,,
3082,,Rocco Sciaraffa,,[[Unknown]],roccosciaraffa93@gmail.com,,Direct
10905644,Inactive Investor,Jason Hosch,,State Farm VP Management Corp. Lawton OK 1908 E Gord Blvd,,,Salesforce
9616202,,Shaw James,,,jshaw@rbbfund.com,,List import
11152259,Inactive Investor,Steven Deboer,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2321 Rosecrans Ave",steven.de_boer@bofa.com,,Salesforce
11159220,Inactive Investor,Anita Murray,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,anita.a.murray.nhxf@statefarm.com,,Salesforce
11022396,Inactive Investor,Colton Willis,,"Avantax Investment Services, Inc.",,,Salesforce
9572303,,Thomas Alvare,,,talvare@jfswa.com,,List import
11075577,Inactive Investor,Carolyn Ruiz,,PNC Investments Dallas PA 2485 Memorial Hwy,carolyn.ruiz@pnc.com,,Salesforce
9584622,,Scott Brown,,,sbrown@pinnacle-ny.com,,List import
11037816,Inactive Investor,Christopher Desimone,,"Allstate Financial Services, LLC Brick NJ 249 Brick Blvd",,,Salesforce
11075628,Inactive Investor,David Milne,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11056485,Inactive Investor,Perpetua Christian,,J.P. Morgan Securities LLC Desoto TX 721 W Belt Line Rd,perpetua.b.christian@jpmorgan.com,,Salesforce
11071253,Inactive Investor,Ginny Fletcher,,"Navy Federal Investment Services, LLC Charleston SC 7255 Rivers Ave",ginny_fletcher@navyfederal.org,,Salesforce
335498,,Timothy Pehl,Managing Member,"Luther Forest Wealth Advisors, L.l.c.",tpehl@rkpcpa.com,518-899-5904,Manual List Upload
10973829,Inactive Investor,Austin Pearl,Financial Advisor,"CIC Wealth, LLC",austinp@cicwealth.com,,Salesforce
10960311,Inactive Investor,Michael Kilduff,,J.P. Morgan Securities LLC Baltimore MD 5115 Roland Ave,michael.kilduff@chase.com,,Salesforce
11102372,Inactive Investor,Bradley Saurbaugh,Financial Associate,"Chicago Investment Advisory Council, Inc.",bsaurbaugh@ciacinc.com,,Salesforce
9591833,,Frederick Pollock,,,fpollock@gcmlp.com,,List import
10901081,Inactive Investor,Eric Thomas,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
342499,,Rebecca Kraus,"CFO, Office Manager","Kraus Capital Management, Llc",rebeccak@krauscapital.com,210-224-1600,Manual List Upload
10974758,Inactive Investor,John Anderson,Financial Consultant,"Equitable Advisors, LLC Washington DC 700 Pennsylvania Ave SE",,,Salesforce
372061,,Mike Sullivan,,United States,mike.sullivan@theloomisagency.com,,Salesforce
11185497,Inactive Investor,Tiffany Woodham,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,tiffany.woodham.tbkk@statefarm.com,,Salesforce
9637537,,Anne Munsch,,,munsch@terraamericanart.org,,List import
11137121,Inactive Investor,Justin Warren,Investment Advisor Representative,"Osaic Wealth, Inc. Fresno CA 7110 N Fresno St",,,Salesforce
248636,,Irwan Shah,Director & Shareholder,eHalal Group,shah@ehalal.io,,Manual List Upload
10971208,Inactive Investor,Ryan Borowski,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,ryan.borowski.u4tr@statefarm.com,,Salesforce
11001205,Inactive Investor,Kong Ni,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",kong.ni@prudential.com,,Salesforce
11037083,Inactive Investor,Daniel Mullane,Financial Advisor;Financial Professional,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,daniel_mullane@glic.com,,Salesforce
11008892,Inactive Investor,Vasilii Shchigolev,,Interactive Brokers LLC Chicago IL 209 S La Salle St,vshchigolev@interactivebrokers.com,,Salesforce
11207734,Inactive Investor,Illyana Chavez,,"Wells Fargo Clearing Services, LLC South San Francisco CA 10 Chestnut Ave",,,Salesforce
10896127,Inactive Investor,Stephen Hutton,Wealth Advisor,"Osaic Wealth, Inc. Weatherford TX 208 N Main St",,,Salesforce
11014131,Inactive Investor,Nicholas Hench,Relationship Manager;Vice President,Key Investment Services LLC,nicholas.hench@key.com,,Salesforce
208626,,Daniel Westuba,,First Command Advisory Services,dan@linkedin.com,,
11211377,Inactive Investor,Richard Hylton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",richard.hylton@tiaa.org,,Salesforce
10778955,Inactive Investor,Arthur Dobosiewicz,Financial Advisor,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",arthur.dobosiewicz@wellsfargoadvisors.com,,Salesforce
211673,,Derek Flowers,Vice President,Woodberry Associates,dflowers@woodberryassociates.com,,Content
9549950,,Philip Lee,,,plee@mangrovepartners.com,,List import
10795580,Inactive Investor,Douglas Bulger,,"Raymond James & Associates, Inc.",douglas.bulger@raymondjames.com,,Salesforce
11077571,Inactive Investor,Bradley Dennison,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",bradley_dennison@ml.com,,Salesforce
9554702,,Tim Murphy,,,tim.murphy.mn@gmail.com,,List import
9604410,,Robert Johnson,,,bobbyjohnson73075@gmail.com,,List import
10968091,Inactive Investor,Brian Misterek,Financial Associate,Thrivent Investment Management Inc. Annapolis MD 888 Bestgate Rd,brian.misterek@thrivent.com,,Salesforce
9622111,,Ashod Khatchatourian,,,nsbp@optonline.net,,List import
11230356,Inactive Investor,Eric Leonard,Investment Consultant,"Charles Schwab & Co., Inc. Brookfield WI 17515 W Bluemound Rd",,,Salesforce
9607512,,Robb Parlanti,,,rparlanti@blbb.com,,List import
10460238,,Shashank Jangid,,,sjangidji@gmail.com,,Web Form Fillout
9644533,,Nemesh Bhatte,,,nbhatte@schonfeld.com,,List import
10896266,Inactive Investor,Adam Cartwright,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",adam_cartwright@navyfederal.org,,Salesforce
10938553,Inactive Investor,Karen Casas,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,,,Salesforce
10856809,Inactive Investor,Patrick Dogan,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,patrick.dogan@edwardjones.com,,Salesforce
10825673,Inactive Investor,Justin Gordon,,"Raymond James Financial Services, Inc. Overland Park KS 9500 Nall Ave",justin.gordon@raymondjames.com,,Salesforce
11054874,Inactive Investor,Luz Aldebot,,"Hornor, Townsend & Kent, LLC",laldebot@htk.com,,Salesforce
10829736,Inactive Investor,Jayne Auble,Financial Advisor,Morgan Stanley Sacramento CA 400 Capitol Mall,jayne.auble@morganstanley.com,,Salesforce
209625,,Dan Woods,,[Unknown],dwoods469@gmail.com,,Other
11119537,Inactive Investor,Jennifer Snider,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11210395,Inactive Investor,Dylan King,Financial Advisor,Edward Jones San Diego CA 814 Morena Blvd,dylan.king@edwardjones.com,,Salesforce
11007885,Inactive Investor,Michaela Fitzpatrick,,Neuberger Berman BD LLC,michaela.fitzpatrick@nb.com,,Salesforce
11212566,Inactive Investor,Blaise Jacobsen,,"Hornor, Townsend & Kent, LLC Gilbert AZ Private Residence",bjacobsen@htk.com,,Salesforce
10756730,Inactive Investor,Salman Deen,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",salman.deen@ml.com,,Salesforce
11218880,,Ganesh Kumar,,,gkumar@orientalbank.com,,Other
11105507,Inactive Investor,Joshua Lindsay,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,joshua.lindsay@primerica.com,,Salesforce
11115068,Inactive Investor,Joseph Loccisano,,"Allstate Financial Services, LLC Brooklyn NY 2157 Bath Ave",jloccisano@allstate.com,,Salesforce
230712,, -,,[[Unknown]],randy@friendlyvine.com,,
9562201,,Gena Davis,,,genaldavis@gmail.com,,List import
11113816,Inactive Investor,Charles Jenks,,"Financial Security Management, Incorporated Newport News VA 800 Diligence Dr",charlie@gofsg.com,,Salesforce
9543507,,Hang Thu,,,daiqizun88@gmail.com,,List import
10788708,Inactive Investor,Mark Fast,Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,mark.fast@morganstanley.com,,Salesforce
3075614,,John Wellet,,,jawellet@gmail.com,,
11083214,Inactive Investor,Leticia Villa,,"Transamerica Financial Advisors, Inc Elmhurst NY 9002 Queens Blvd",leticia.villa@tfaconnect.com,,Salesforce
11171799,Inactive Investor,Isabelle Cole,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,isabelle.cole@jpmorgan.com,,Salesforce
10928966,Inactive Investor,Johanna Arrieta,Client Solutions Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10856641,Inactive Investor,Laurence McHugh,Financial Advisor,LPL Financial LLC Wakefield RI 238 Robinson St,laurence.mchugh@lpl.com,,Salesforce
11177900,Inactive Investor,Roberto Austin,Private Client Advisor,J.P. Morgan Securities LLC Fountain Valley CA 18975 Brookhurst St,robert.austinjr@jpmorgan.com,,Salesforce
9618746,,Kristopher Kristynik,,,kris@longhorncapital.com,,List import
10902797,Inactive Investor,Matthew Wong,,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",matt.wong@tfaconnect.com,,Salesforce
9575106,,Charles Lundeen,,,clundeen@massmutual.com,,List import
11027871,Inactive Investor,John McCain,,"Farmers Financial Solutions, LLC Springdale AR 1402 Arapaho Ave",,,Salesforce
10618483,,Joel Chery,,,joel.chery@tiaa.org,,List Import
10835472,Inactive Investor,Anthony Capraro,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10904257,Inactive Investor,Kevin Newhouse,,"Osaic Wealth, Inc. Watsonville CA 17 Aspen Way",,,Salesforce
11207855,Inactive Investor,Jourdan Sy,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chico CA 1074 East Ave",jourdan.sy@wfafinet.com,,Salesforce
11094573,Inactive Investor,Christine Piero,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christina.romero@fidelity.com,,Salesforce
113026,,Andrew Cooper,Managing Principal,Aj Wealth,andrew@ajwealthllc.com,212-729-7750,Manual List Upload
10902111,Inactive Investor,Brett Angel,Senior Wealth Advisor,"Marks Group Wealth Management, Inc.",brett.angel@marksgroup.com,,Salesforce
10904173,Inactive Investor,George Andrews,,Commonwealth Financial Network Brentwood TN 100 Winners Cir N,,,Salesforce
11111124,Inactive Investor,Shannon Smith,,Intrua Financial Brookfield WI 675 N Barker Rd,shannon@intrua.com,,Salesforce
10919927,Inactive Investor,Kathy Danielson,Client Service Associate,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",kathy.danielson@ampf.com,,Salesforce
10870418,Inactive Investor,Earl Conway,,Momentum Independent Network Inc. Aurora CO 2226 S Fraser St,econway@hilltopnetwork.com,,Salesforce
11160423,Inactive Investor,Gregg Lynch,,"Avantax Investment Services, Inc. Dade City FL 14144 6th St",,,Salesforce
10907339,Inactive Investor,Todd Rose,Financial Advisor,"Osaic Wealth, Inc. Charlotte NC 8832 Blakeney Professional Dr",,,Salesforce
10760289,Inactive Investor,William Bitsimis,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",william.bitsimis@wellsfargoadvisors.com,,Salesforce
10866390,Inactive Investor,Staci Bennett,Private Wealth Advisor,LPL Financial LLC Saint Simons Island GA 2469 Demere Rd,staci.bennett@lpl.com,,Salesforce
213604,,James Paik,,Chainalysis,paikj3@gmail.com,,Content
10873707,Inactive Investor,Peggy Pinnell,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10878618,Inactive Investor,Donald Zoch,President,"Capital Allocation Management, Inc",,,Salesforce
11068446,Inactive Investor,Richard Price,Financial Planner,"MML Investors Services, LLC Fort Lauderdale FL 950 S Pine Island Rd",,,Salesforce
9629525,,Harry Thomas,,,thomas.harry338@gmail.com,,List import
10762719,Inactive Investor,Jana McCrary,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",jana_mccrary@ml.com,,Salesforce
10963479,Inactive Investor,Elizabeth Harrigan,Associate,Morgan Stanley,,,Salesforce
10815744,Inactive Investor,Thomas O'Brien,Branch Manager;Managing Director - Investments,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",thomas.obrien@raymondjames.com,,Salesforce
11009629,Inactive Investor,John Usry,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jlusryiii@ft.newyorklife.com,,Salesforce
9609928,,Michael Maiorano,,,mikemaiorano@yahoo.com,,List import
9549515,,Ocie pankey,,,taboo.da.reble@gmail.com,,List import
11054622,Inactive Investor,Jeremy Richard,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,jeremy.richard@ceterainvestors.com,,Salesforce
11043242,Inactive Investor,Matthew Beninati,Private Wealth Advisor,LPL Financial LLC Westport CT 500 Post Rd E,matthew.beninati@lpl.com,,Salesforce
11137383,Inactive Investor,Todd Funk,,Commonwealth Financial Network Kimberly WI 1001 Truman St,tfunk@commonwealth.com,,Salesforce
11112136,Inactive Investor,Thomas Paholsky,Financial Advisor,Edward Jones Littlestown PA 300 W King St,tom.paholsky@edwardjones.com,,Salesforce
9577293,,Tran Van Hoc,,,tranhoc87@gmail.com,,List import
11165067,Inactive Investor,Gregory Hauer,,LPL Financial LLC Omaha NE 444 Regency Pkwy Dr,gregory.hauer@lpl.com,,Salesforce
9554095,,Edu Hans,,,efbh1979@gmail.com,,List import
11048684,Inactive Investor,Paul Elias,Partner,J.M. Forbes & Co. LLP,pe@jmforbes.com,,Salesforce
11040822,Inactive Investor,April Griffin,,PFS Investments Inc. Pflugerville TX 2911 A W Grimes Blvd,agriffin@primerica.com,,Salesforce
219460,,Peter Galbo,,[Unknown],ptgalbo@gmail.com,,Direct
11166089,Inactive Investor,Samir Mohamed,Financial Services Professional,"Charles Schwab & Co., Inc. Denver CO 7001 E Belleview Ave",,,Salesforce
10825355,Inactive Investor,Jeffrey Reed,Associate Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 9724 Kingston Pike",jeffrey.b.reed@ampf.com,,Salesforce
10794112,Inactive Investor,John Elder,Financial Advisor,Morgan Stanley Atlanta GA 5 Concourse Pkwy,johnny.elder@morganstanley.com,,Salesforce
11254984,Inactive Investor,Oleg Zviagin,Chief Compliance Officer;Director - Financial Planning,Proxy International,,,Salesforce
10983315,Inactive Investor,Ryan Whiteman,,"PWA Securities, LLC Miami FL 9200 S Dadeland Blvd",rwhiteman@provwealth.com,,Salesforce
11087055,Inactive Investor,James Verdi,,"American Portfolios Financial Services, Inc. Smithtown NY 227 E Main St",jverdi@americanportfolios.com,,Salesforce
10980783,Inactive Investor,Jacob Ridley,Senior Advisor,"Astoria Strategic Wealth, Inc. Flower Mound TX 2201 Long Prairie Rd",j.ridley@astoriastrategicwealth.com,,Salesforce
11058128,Inactive Investor,Luis Mendoza,,"Truist Investment Services, Inc. Potomac MD 9812 Falls Rd",luis.a.mendoza@truist.com,,Salesforce
11221333,,Brian Kelleher,,,bkelleher@firstrepublic.com,,List Import
336391,,Micah Coski,Vice President,"Quantum Financial Planning Services, Inc.",micah@quantumplanning.com,509-328-6653,Manual List Upload
11130284,Inactive Investor,Zachary Buckland,,"Silver Oak Securities, Incorporated",zachbuckland@silveroaksecurities.com,,Salesforce
10814329,Inactive Investor,Timothy Whetro,,"Capital Investment Group, Inc. Toledo OH 4169 N Holland Sylvania Rd",,,Salesforce
11133256,Inactive Investor,Cedric Bronilla,Financial Solutions Advisor;Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",cedric_bronilla@ml.com,,Salesforce
11104956,Inactive Investor,Matthew Thornhill,Associate Director - Portfolio Management;Senior Vice President,Morgan Stanley Boston MA 28 State St,matthew.thornhill@morganstanley.com,,Salesforce
10812400,Inactive Investor,Duvan Chiang,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",duvan.x.chiang@ampf.com,,Salesforce
11118048,Inactive Investor,Eric Gallinger,,LPL Financial LLC Irvine CA 2040 Main St,eric.gallinger@lpl.com,,Salesforce
10911122,Inactive Investor,Khandokar Morshed,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,k.morshed@chase.com,,Salesforce
10832896,Inactive Investor,Michael Teahan,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",michael.teahan@ampf.com,,Salesforce
11238780,Inactive Investor,Irene Willard,,Dunes Point Capital LP,irene.willard@dunespointcapital.com,,Salesforce
9595394,,Brendan Fitzgerald,,,bfitzgerald@neguild.com,,List import
10993965,Inactive Investor,Nora Li,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10808119,Inactive Investor,David Jarrell,,Oppenheimer & Co. Inc. Sarasota FL 1800 2nd St,david.jarrell@opco.com,,Salesforce
11164183,Inactive Investor,Gregory Tong,,LPL Financial LLC Skokie IL 4711 Golf Rd,greg.tong@lpl.com,,Salesforce
340195,,Hayley Tran,,NEPC,htran@nepc.com,(617) 374-1300,Database Upload
11056221,Inactive Investor,Natalie Volpitta,Registered Administrative Assistant,LPL Financial LLC Tampa FL 4890 W Kennedy Blvd,natalie.volpitta@lpl.com,,Salesforce
11157034,Inactive Investor,Aaron Saunders,Manager;Member;Owner,"Comus Investment, LLC",asaunders@comusinvestment.com,,Salesforce
10991934,Inactive Investor,Christopher Suttmeier,Financial Advisor,"Vicus Capital, Inc. Bedminster NJ 1430 US Hwy 206",,,Salesforce
225169,,alessandro margaritelli,,[Unknown],alessandro.margaritelli.00@gmail.com,,source
9590231,,Tanaz Dietz,,,tdietz@empyrean.com,,List import
10982344,Inactive Investor,Talyor Wendel,,J.P. Morgan Securities LLC Chino Hills CA 13011 Peyton Dr,taylor.j.wendel@chase.com,,Salesforce
11150388,Inactive Investor,Jonathan Prieto,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,jonathan.prieto@primerica.com,,Salesforce
10619160,,Robert Kollar,,,bob.kollar@benjaminfedwards.com,,List Import
9551670,,Jason Thrope,,,jthrope@starwood.com,,List import
11125765,Inactive Investor,Yaran Shen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
234404,, -,,[[Unknown]],jarrettlang6@gmail.com,,
10770421,Inactive Investor,Alfred Leong,Client Associate,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",,,Salesforce
11038646,Inactive Investor,Britton Hammock,,"Centaurus Financial, Inc. Canoga Park CA 8501 Fallbrook Ave",,,Salesforce
11118501,Inactive Investor,Lisa Smaha,,PFS Investments Inc. Middletown NY 280 Rte 211 E,lisa.smaha@primerica.com,,Salesforce
10804024,Inactive Investor,Gregory Fulcher,Private Wealth Advisor,"Ameriprise Financial Services, LLC Gonzales LA 1124 S Burnside Ave",gregory.a.fulcher@ampf.com,,Salesforce
9623072,,Steven Prater,,,sandman278@hotmail.com,,List import
11055971,Inactive Investor,Tyler Beeson,Founding Partner;Managing Member;Regulatory Contact,"WPA Family Office, LLC",tyler@wpafamilyoffice.com,,Salesforce
10953452,Inactive Investor,Adedurotimi Adedeji,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10778200,Inactive Investor,Dane Urie,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,dane.urie@ubs.com,,Salesforce
10898074,Inactive Investor,Heather Killian,,CIBC World Markets Corp.,,,Salesforce
10826388,Inactive Investor,Steven Nicklas,,"Raymond James Financial Services, Inc. Fernandina Beach FL 501 Centre St",steve.nicklas@raymondjames.com,,Salesforce
10896816,Inactive Investor,John Cappel,,J.P. Morgan Securities LLC Saint Petersburg FL 4951 34th St S,john.j.cappel@jpmorgan.com,,Salesforce
10863177,Inactive Investor,Daniel Pikula,Owner;President,Money Manager Inc.,,,Salesforce
9637675,,Laurel Randi,,,lrandi@mccune.org,,List import
11235739,Inactive Investor,Randall Dunn,Retirement Plan Advisor,NFP Retirement Inc. Euless TX Private Residence,,,Salesforce
10835351,Inactive Investor,Kurt Nelson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Baxter MN 14275 Golf Course Rd",kurt.b.nelson@stifel.com,,Salesforce
9564089,,Leonard Neisler,,,len.neisler@cfdinvestments.com,,List import
10852912,Inactive Investor,Dwight Fay,Investment Advisor Representative,"Auxan Capital Advisors, LLC",dwight@auxancapital.com,,Salesforce
10768866,Inactive Investor,Sheri Savage,Private Client Advisor,J.P. Morgan Securities LLC Huntington NY 350 Main St,sheri.savage@jpmorgan.com,,Salesforce
11015595,Inactive Investor,Brandyn Mccolligan,Financial Professional,"Equitable Advisors, LLC Warwick RI 2348 Post Rd",brandyn.mccolligan@equitable.com,,Salesforce
11157723,Inactive Investor,Kevin Cope,Chief Investment Officer,Cope Corrales,kcope@copecorrales.com,,Salesforce
11045744,Inactive Investor,Kevin Olson,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",kevin.olson@nm.com,,Salesforce
11072221,Inactive Investor,Mamadou Diallo,,J.P. Morgan Securities LLC Sunnyside NY 4610 Queens Blvd,mamadou.diallo@jpmorgan.com,,Salesforce
10976132,Inactive Investor,Joseph Olive,Financial Advisor,Edward Jones Cuero TX 605 E Broadway St,,,Salesforce
11071485,Inactive Investor,Jason Selzer,Assistant Vice President;Business Service Manager,Morgan Stanley Oxnard CA 300 E Esplanade Dr,jason.selzer@morganstanley.com,,Salesforce
11025502,Inactive Investor,Dawn Evans,,Edward Jones Daphne AL 1745 Main St,,,Salesforce
11136487,Inactive Investor,Payal Agarwal,,Park Avenue Securities LLC Alpharetta GA 4080 McGinnis Ferry Rd,,,Salesforce
10896047,Inactive Investor,Bingham Boudreaux,Financial Advisor,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",bingham.boudreaux@prudential.com,,Salesforce
9544757,,Max Neumayer,,,max.neumayer@gmail.com,,List import
11143236,Inactive Investor,Tania Villa Orozco,,J.P. Morgan Securities LLC Madera CA 2147 W Cleveland Ave,tania.villa-orozco@jpmorgan.com,,Salesforce
235736,, -,,[[Unknown]],kathlincarmean@gmail.com,,
11178178,Inactive Investor,Gabriela Sanchez,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",gabriela.mencia@wfadvisors.com,,Salesforce
342394,,Chris Zugaro,"Partner, Co-Founder",Trive Capital Management Llc,chriszugaro@trivecapital.com,214-499-9715,Manual List Upload
9616707,,Colin Moody,,,cmoody@cmt.digital,,List import
10782087,Inactive Investor,George Pope,,"Patriot Mullare Associates, Inc Hingham MA 230 Gardner St",,,Salesforce
9567450,,Elisa Agosto,,,elisa.agosto@fidelity.com,,List import
10811629,Inactive Investor,Rocco Lepore,Executive Director;Financial Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,rocco.lepore@morganstanley.com,,Salesforce
11176828,Inactive Investor,Patricia McCaffrey,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",trish.youmans@ml.com,,Salesforce
11095804,Inactive Investor,Bryson Slater,Financial Planner,Petrovic Financial Services,bryson@petrovicfinancial.com,,Salesforce
9633640,,Khoirur Roziqin,,,roziqin.kh@gmail.com,,List import
9607342,,James Faunce,,,james@pennmutual.com,,List import
10616948,,Christopher Peszek,,,chris.peszek@raymondjames.com,,List Import
246970,,Shannon Saccocia,,Boston Private/SVB,ssaccocia@bostonprivate.com,617-223-0270,Manual List Upload
9574398,,Kyle Wildemore,,,kwildemore@brinkercapital.com,,List import
10109147,,Director Bednar,,,isobel72@hotmail.com,,Web form fillout
9620683,,David Mello,,,david.l.mello@gmail.com,,List import
9645628,,xinyi chen,,,2207663877@qq.com,,List import
10967917,Inactive Investor,Steven Mcneal,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11222837,,Robert Littlefield,,,bob.littlefield@raymondjames.com,,List Import
11136337,Inactive Investor,Narine Bhola,,Fidelity Brokerage Services LLC Katy TX 23233 Cinco Ranch Blvd,narine.bhola@fmr.com,,Salesforce
6749570,,qefdsef sefxwcd,,,esfsfres@gogo.com,,Web Form Fillout
11260048,Inactive Investor,Josiah Knight,,Goldman Sachs & Co.,,,Salesforce
11219298,,Jeffrey Knox,,,knoxj@ceteranetworks.com,,Other
10793243,Inactive Investor,Kevin Ridpath,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,kevin.ridpath@jpmorgan.com,,Salesforce
343625,,Rosemarie Marzello,"Office Manager, Notary Public","Clarion Capital Partners, Llc",rmarzello@clarion-capital.com,212-821-0170,Manual List Upload
10915492,Inactive Investor,James Flynn,,LifeMark Securities Corp. Saratoga Springs NY Private Residence,jflynn@lifemark.com,,Salesforce
11010882,Inactive Investor,Deanna Niggebrugge,,PFS Investments Inc. Newark DE 201 Possum Park Rd,dniggebrugge@primerica.com,,Salesforce
10927342,Inactive Investor,Edward Morgan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10771711,Inactive Investor,Thaddeus Smith,Financial Advisor,Edward Jones Milford CT 50 Broad St,tad.smith@edwardjones.com,,Salesforce
11157166,Inactive Investor,Michael Engel,Corporate Retirement Director;Institutional Consulting Director;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,michael.engel@morganstanley.com,,Salesforce
222618,,Jin Ko,,[Unknown],jin0205@gmail.com,,
11190234,Inactive Investor,Brittany Higgins,Financial Advisor,Edward Jones Lake Placid FL 3 N Main Ave,brittany.higgins@edwardjones.com,,Salesforce
352041,,Ian Lane,Managing Director,"Harbourvest Partners, Llc",ilane@harbourvest.com,617-348-3707,Manual List Upload
9551113,,Tyler Scott,,,tscott@crownmail.net,,List import
11132950,Inactive Investor,Rodrigo De La Roca Pinzon,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,rodrigo.de-la-roca-pinzon@lpl.com,,Salesforce
10855236,Inactive Investor,Steven Wilson,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,steve_wilson@glic.com,,Salesforce
10757925,Inactive Investor,John Beck,Financial Advisor,Edward Jones Elkhart IN 5218 Beck Dr,john.beck@edwardjones.com,,Salesforce
11135393,Inactive Investor,Shawn Blau,Chief Investment Officer;Managing Member,"ATR Advisors, LLC Fairfield CT 2452 Black Rock Tpke",sblau@atradvisors.com,,Salesforce
10802402,Inactive Investor,Clark Penney,Partner;Senior Financial Advisor,"Cypress Wealth Services, LLC",clark@cypressws.com,,Salesforce
10576322,,Omar Redauioa,,,redauioa@gmail.com,,Web Form Fillout
10937612,Inactive Investor,David Aghai,,"Osaic Wealth, Inc. Beverly Hills CA 8383 Wilshire Blvd",,,Salesforce
11205071,Inactive Investor,Ronald Niclas,,Cetera Advisors LLC Hilton Head Island SC 28 Forest Dr,,,Salesforce
10743203,,Anang Setyawan,,,anangstyawan@gmail.com,085888673080,Web Form Fillout
10997797,Inactive Investor,Calla Poulos,,Cetera Advisor Networks LLC,,,Salesforce
9613573,,Joshua Unseth,,,junseth@gmail.com,,List import
9589270,,Mari Santos,,,m_s018@yahoo.com,,List import
10840668,Inactive Investor,Regina Collaro,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 111 N Pine Island Rd",regina.l.collaro@ampf.com,,Salesforce
11064488,Inactive Investor,Mary Dunsmuir,,LPL Financial LLC Old Forge PA 303 S Main St,mary.dunsmuir@lpl.com,,Salesforce
10810412,Inactive Investor,Johanna Lobdell,Chief Compliance Officer;Investment Advisor Representative;Owner;President;Treasurer,Fusco Financial Services Inc,johanna1@fusco-finl.com,,Salesforce
10798385,Inactive Investor,Michael Tuomala,Financial Consultant,Santander Securities LLC Worcester MA 51 Gold Star Blvd,michael.tuomala@santanderinvestments.com,,Salesforce
11168221,Inactive Investor,Matthew Tantleff,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
191529,,Wesley Wilson,,[Unknown],fwes91@gmail.com,,
10778889,Inactive Investor,Katherine Ferriter,Registered Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,katherine.ferriter@morganstanley.com,,Salesforce
10931701,Inactive Investor,Matthew DiPuppo,Managing Director,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",dipuppo.matt@principal.com,,Salesforce
10776588,Inactive Investor,Helene Naftali,,"RBC Capital Markets, LLC Paramus NJ 650 From Rd",helene.naftali@rbc.com,,Salesforce
11035025,Inactive Investor,Daniel Alonso,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,,,Salesforce
10897905,Inactive Investor,Greisy Aragon,Client Service Associate,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,greisy.ortega-varela@morganstanley.com,,Salesforce
9587955,,Richard Perenyi,,,oldrickybobcat@gmail.com,,List import
342751,,Brian Dallas,Chief Financial Officer,Shrewsbury River Capital Lp,bdallas@shrewsburyrivercapital.com,732-945-4320,Manual List Upload
9603319,,David Stieh,,,dave@c1ag.com,,List import
11120099,Inactive Investor,Patrick Dyer,Chief Compliance Officer;Control Person;President;Shareholder,"Capital Portfolio Management, Inc.",pdyer@cpminvestments.com,,Salesforce
11194938,Inactive Investor,Laura Bray,,"Wells Fargo Clearing Services, LLC",laura.bray@wellsfargoadvisors.com,,Salesforce
10871974,Inactive Investor,Saul Lico,Financial Advisor;Vice President,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,saul.lico@hilltopsecurities.com,,Salesforce
11003725,Inactive Investor,William Causey,,Ally Invest Securities LLC Perry Township OH Private Residence,,,Salesforce
10973149,Inactive Investor,Dominic Gianino,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10981908,Inactive Investor,Blake Morlet,Director;Financial Advisor;Shareholder,Invicta Financial Group Temecula CA 41720 Winchester Rd,blake@invictafg.com,,Salesforce
10818180,Inactive Investor,Betsey Gunter,,"Charles Schwab & Co., Inc. Greenville SC 12 E Washington St",betsey.gunter@schwab.com,,Salesforce
10937230,Inactive Investor,Scarlett Vogel-Ham,Financial Advisor,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",vogel-ham.scarlett@principal.com,,Salesforce
10908540,Inactive Investor,Matthew Nardolillo,,"APW Capital, Inc. Morristown NJ 191 Washington St",,,Salesforce
11069982,Inactive Investor,Jordan Smith,,"P.J. Robb Variable, LLC Stallings NC Private Residence",,,Salesforce
11081339,Inactive Investor,Charles Batson,,"Cadaret, Grant & Co., Inc. New Hartford NY 115 Genesee St",cbatson@ae.cadaretgrant.com,,Salesforce
10984164,Inactive Investor,Ray Prasad,Chief Compliance Officer;Managing Member,"P2, LLC Concord MA 271 Great Meadows Rd",rprasad@p2-research.com,,Salesforce
9605230,,Emma Miller,,,inquiries+admin@postmarketpublishing.org,,List import
11188519,Inactive Investor,Karen Debaker,Financial Advisor,"Ameriprise Financial Services, LLC De Pere WI 3321 Packerland Dr",karen.debaker@ampf.com,,Salesforce
10611455,,Daniel Goggin,"Executive Director - Investments, Financial Advisor",,dan.goggin@opco.com,,List Import
9598627,,Paul Evans,,,paul.evans@paladincapgroup.com,,List import
11117546,Inactive Investor,Anthony Chapman,Financial Advisor,Edward Jones Winamac IN 577 N US Hwy 35,anthony.chapman@edwardjones.com,,Salesforce
10857804,Inactive Investor,Stevan Raseta,,"Cambridge Investment Research, Inc. Youngstown OH 8286 South Ave",,,Salesforce
225104,,Vladimir Belinsky,"President, shareholder","Hermitage Advisors, Ltd.",vladimir@hermitageadvisors.com,925-286-7727,Manual List Upload
9556636,,Ronald Gebert,,,ron.gebert@voya.com,,List import
10974974,Inactive Investor,Geoffrey Stallings,,"St. Bernard Financial Services, Inc. Oklahoma City OK 9116 N Kelley Ave",geoffrey.stallings@stbernardfinancial.com,,Salesforce
9619966,,Satish Wadhwani,,,sw@rocacapital.co.uk,,List import
1001227,Inactive Investor,Sindy Appa,,Lezam Investments,sindy@gmgfinancial.com, +230 405 9000,
12638,,Tracy Lancaster,Portfolio Manager,Iron Financial Management Inc.,tracy@ironfinancial.com,1-847-715-3200,Database Upload
10820721,Inactive Investor,John Ferguson,,Cetera Advisor Networks LLC Colorado Springs CO Private Residence,,,Salesforce
10769032,Inactive Investor,Peter Botero,,Boreal Capital Securities LLC,peter.botero@borealcm.com,,Salesforce
10611117,,Michael Sullivan,"Senior Vice President - Wealth Management, Wealth Management Advisor",,michael_sullivan@ml.com,,List Import
10645123,,Blaire Macharg,,,bmacharg@harrisassoc.com,,List Import
9616895,,Samuel Seprish,,,sseprish@gmail.com,,List import
11149647,Inactive Investor,Jessica Bell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10777530,Inactive Investor,Cheryl Freeman,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",cheryl.t.freeman@ml.com,,Salesforce
10898733,Inactive Investor,Anthony Mampieri,,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL Private Residence",tony.mampieri@wfafinet.com,,Salesforce
9565704,,Marla Cross,,,marla.cross@securitiesamerica.com,,List import
11117200,Inactive Investor,Thomas Beasley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",thomas_beasley@ml.com,,Salesforce
216300,,Tianlin Gao,,[[Unknown]],tianlin.gao@bitmain.com,,Event
9558556,,Brad hinz,,,bradhinz@me.com,,List import
11200552,Inactive Investor,Daryn Trogdon,Financial Representative,MWA Financial Services Inc. Asheboro NC 177 NC Hwy 42 N,daryn.trogdon@modern-woodmen.org,,Salesforce
10772985,Inactive Investor,Thomas Graffeo,Chief Compliance Officer;President;Registered Principal;Shareholder;Wealth Manager,"Dove Investment Research and Management, Inc.",tom@doveinvestments.com,,Salesforce
3285881,,Ranjan Grover,,,ranjan.grover@outlook.com,,Web Form Fillout
11204555,Inactive Investor,Matthew Rich,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,matthew.rich@ubs.com,,Salesforce
10906426,Inactive Investor,Malissa White,,"Sanctuary Securities, Inc. Bend OR 300 SW Columbia St",mwhite@sanctuarywealth.com,,Salesforce
11183341,Inactive Investor,Michael Lyne,,State Farm VP Management Corp. Clark NJ 472 Westfield Ave,,,Salesforce
374489,,Michael Vissotski,"Owner, co-owner","Vima, Llc",mv@vima2m.com,248-526-6700,Manual List Upload
10832964,Inactive Investor,Kevin Kennedy,Executive Vice President;Financial Advisor;Regulatory Contact;Shareholder;Vice President,"Flying Point Financial, Inc.",kkennedy@morgillofinancial.com,,Salesforce
10904577,Inactive Investor,Thomas Davis,Senior Wealth Advisor,Integrated Wealth Concepts LLC Roanoke VA 207 Albemarle Ave SW,,,Salesforce
10829706,Inactive Investor,Neal Baumann,Co-Branch Manager;Director;Regional Director;Senior Vice President,"Benjamin F. Edwards & Company, Inc. West Harrison NY 925 Westchester Ave",neal.baumann@benjaminfedwards.com,,Salesforce
10883780,Inactive Investor,David Blake,,J.P. Morgan Securities LLC Detroit MI 611 Woodward Ave,david.blake@jpmorgan.com,,Salesforce
9600927,,Jacob Creech,,,grayscale@jacobcreech.dev,,List import
9618859,,Brian Foster,,,brian.foster@coinbase.com,,List import
52225,,Ronald Robinson,Sales Assistant,"First Horizon Advisors, Inc.",rarobinson@ftbadvisors.com,901-753-3050,
188978,,eduart peku,,[Unknown],pekueduart@gmail.com,,source
11221267,,Scott Heising,,,sheising@ifgsd.com,,List Import
11034562,Inactive Investor,Angela Marsh,,"W&S Brokerage Services, Inc. Vincennes IN 624 Veterans Dr",,,Salesforce
10870724,Inactive Investor,John Woo,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Los Angeles CA 3435 Wilshire Blvd",john.woo@tfaconnect.com,,Salesforce
10695856,,Matthew Bernardi,,BERNARDI SECURITIES INC,matt.bernardi@bernardisecurities.com,,List Import
10960279,Inactive Investor,Brian Wilson,,MWA Financial Services Inc. Lexington KY 1204 Winchester Rd,brian.l.wilson@mwarep.org,,Salesforce
47005,,Jason Brooks,President And Chief Compliance Officer,Indelible Wealth Group,jason@indeliblewealth.com,970-532-5842,Manual List Upload
11236538,Inactive Investor,Garrett Jensen,Financial Advisor,"Vantage Point Financial, LLC Chesterfield MO 14755 N Outer 40 Rd",,,Salesforce
11044509,Inactive Investor,Jessica Benavides,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10818544,Inactive Investor,Jason Morgan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10801644,Inactive Investor,Nancy Vonhof,Assistant Vice President;Vice President;Wealth Management Associate,Morgan Stanley Oakland CA 1999 Harrison St,nancy.vonhof@morganstanley.com,,Salesforce
10757436,Inactive Investor,Philip Giambri,,Invicta Capital LLC Aston PA 100 Springbrooke Blvd,pgiambri@invictacapitaladvisors.com,,Salesforce
10997465,Inactive Investor,David Bone,Financial Advisor,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",david.bone@equitable.com,,Salesforce
11138925,Inactive Investor,Laura Enwere,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",laura.w.enwere@ampf.com,,Salesforce
10971420,Inactive Investor,Francine Chiu,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",francine.chiu@globalinkusa.com,,Salesforce
11146419,Inactive Investor,Miranda Bloomingburg,Wealth Management Associate,Morgan Stanley Charleston SC 850 Morrison Dr,miranda.conway@morganstanley.com,,Salesforce
10906727,Inactive Investor,Joshua Hamilton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",joshua.hamilton@ml.com,,Salesforce
9580003,,untoro suseno,,,modalsejuta@gmail.com,,List import
11087487,Inactive Investor,Centennial High,,PFS Investments Inc. Fort Worth TX 3527 NW Loop 820,chigh@primerica.com,,Salesforce
11082883,Inactive Investor,Andrew Gay,Financial Consultant;Senior Vice President,"Synovus Securities, Inc. Lagrange GA 200 N Greenwood St",drewgay@synovus.com,,Salesforce
11154401,Inactive Investor,Wiley Markley,,PFS Investments Inc. Wilmington DE 5301 Limestone Rd,,,Salesforce
10862162,Inactive Investor,Michael Flood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",,,Salesforce
152198,,Thomas Wöhrle,,Thomas WÃ¶hrle,thomas.woehrle@gmx.de,,
98100,,Andrew Plevin,"Chief Investment Officer, Co-Chief Executive Officer","BroadRiver Asset Management, L.P.",aplevin@broadrivercap.com,212-486-0600,Manual List Upload
11062314,Inactive Investor,Matthew Jacksteit,Financial Advisor,Edward Jones Sunnyvale CA 438 S Murphy Ave,shane.jacksteit@edwardjones.com,,Salesforce
9983248,,testes estseg,,,tetset@setes.com,,Web Form Fillout
87652,,Lewis Mason,Managing Partner,"Landmark Financial Advisors, Llc",bmason@landmarkfa.com,270-782-9222,Manual List Upload
11095521,Inactive Investor,Michael Barnhill,,J.P. Morgan Securities LLC Long Beach CA 6300 E Spring St,michael.barnhill@jpmorgan.com,,Salesforce
11031024,Inactive Investor,Todd Strott,Due Diligence Analyst,Commonwealth Financial Network,tstrott@commonwealth.com,,Salesforce
11044561,Inactive Investor,Terrell Maragh,,J.P. Morgan Securities LLC New York NY 109 Delancey St,terrell.maragh@jpmorgan.com,,Salesforce
11203685,Inactive Investor,Susan Bock,Wealth Advisor,"SeaCrest Wealth Management, LLC",sbock@seacrestwm.com,,Salesforce
11005024,Inactive Investor,John Dunegan,,Thrivent Investment Management Inc. Houston TX 5600 NW Central Dr,john.dunegan@thrivent.com,,Salesforce
10962731,Inactive Investor,Christopher Caywood,,Edward Jones East Syracuse NY 6700 Kirkville Rd,,,Salesforce
10768867,Inactive Investor,Claudia Koenig-Solazzo,Executive Director;Head - Business Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,claudia.c.koenig-solazzo@ubs.com,,Salesforce
9616075,,Thomas Jeffers,,,tjeffers4982@gmail.com,,List import
11073195,Inactive Investor,Raul Shah,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"DocShah Financial, LLC",raul@docshahfinancial.com,,Salesforce
10860865,Inactive Investor,Bonnie Bravo,Senior Wealth Strategy Associate,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,bonnie.bravo@ubs.com,,Salesforce
9640366,,Noorsurainah Tengah,,,noorsurainah.tengah@bia.com.bn,,List import
233571,, -,,[[Unknown]],cates.aaron@gmail.com,,
9607398,,Georgi Hehn,,,ghehn@centurytel.net,,List import
10880567,Inactive Investor,Shavara Srabian,,Jefferies LLC,ssrabian@jefferies.com,,Salesforce
10983953,Inactive Investor,David Friedland,Investment Advisor Representative,Singer Wealth Advisors LLC Miami FL 20900 NE 30th Ave,,,Salesforce
10960609,Inactive Investor,Alexandra Acosta,Chief Compliance Officer,Ethic Inc. New York NY 250 W Broadway,,,Salesforce
10926216,Inactive Investor,Jeffrey Pollack,Financial Advisor,LPL Financial LLC Agoura Hills CA 30141 Agoura Rd,jeffrey.pollack@lpl.com,,Salesforce
11106885,Inactive Investor,Brandi Newton,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brandi.newton@fidelity.com,,Salesforce
10982044,Inactive Investor,Rick Erling,Private Client Advisor,J.P. Morgan Securities LLC Little Elm TX 2701 FM 423,,,Salesforce
11030362,Inactive Investor,Andrew Kramer,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 10805 Sunset Office Dr",,,Salesforce
11182307,Inactive Investor,Buford Knight,Investment Advisor;Managing Member,Knight Financial Investments,,,Salesforce
10817022,Inactive Investor,James Doty,Financial Advisor,Edward Jones Ann Arbor MI 6113 Jackson Rd,jim.doty@edwardjones.com,,Salesforce
10924324,Inactive Investor,Thomas Bastian,,Cetera Advisor Networks LLC Gilbert AZ Private Residence,,,Salesforce
11231943,Inactive Investor,Arlene Akbora,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,,,Salesforce
11018683,Inactive Investor,Electra Armstead,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
9602360,,Cody Seal,,,cody.seal@personalcapital.com,,List import
10871778,Inactive Investor,Nicole Tullo,Senior Vice President,Neuberger Berman BD LLC,nicole.tullo@nb.com,,Salesforce
11129071,Inactive Investor,Cleo Coates,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",cleo.coates@ml.com,,Salesforce
11255335,Inactive Investor,Charles Peterson,Financial Advisor,The Goff Financial Group,rpeterson@gofffinancial.com,,Salesforce
10775180,Inactive Investor,William Cooper,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,fairfax.cooper@morganstanley.com,,Salesforce
9608777,,Paul Bradshaw,,,pbrads11@gmail.com,,List import
11151166,Inactive Investor,Matthew Shaughnessy,,J.P. Morgan Securities LLC Denver CO 2310 E Colfax Ave,,,Salesforce
11138483,Inactive Investor,William Deprofio,,Commonwealth Financial Network,wdeprofio@cfnmail.com,,Salesforce
10768860,Inactive Investor,Richard De Bella,Business Integration Specialist;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1152 15th St NW",,,Salesforce
10758170,Inactive Investor,Robert Turner,,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
11187283,Inactive Investor,Mobley Estes,Financial Advisor;Senior Vice President,Morgan Stanley Columbus GA 945 Broadway,m.estes@morganstanley.com,,Salesforce
11108869,Inactive Investor,James Barker,Managing Director,"Haynes Barker Investment Management, LLC",jim@haynesbarker.com,,Salesforce
11016499,Inactive Investor,Josh Laing,,Thrivent Investment Management Inc. Overland Park KS 7400 College Blvd,josh.laing@thrivent.com,,Salesforce
9609853,,Hipolito Martinez,,,paulmartinezla@gmail.com,,List import
10906134,Inactive Investor,Bradley Livingston,,"Osaic Wealth, Inc. Spring TX 1725 Hughes Landing Blvd",,,Salesforce
10822081,Inactive Investor,John Billiter,Senior Wealth Advisor,"Founders Financial Alliance, LLC",john.billiter@foundersfa.com,,Salesforce
10930129,Inactive Investor,Rebecca Gray,,PFS Investments Inc. Tulsa OK 7666 E 61st St,rebecca.gray@primerica.com,,Salesforce
10852096,Inactive Investor,Gary Alden,Financial Planner,"Next Financial Group, Inc. Kingwood TX 22001 Northpark Dr",,,Salesforce
10657078,,Michael Robbins,,,mrobbins@williamblair.com,,List Import
1905291,,Victoria Davidson,,[Unknown],victoria@clienteye.com,,
10976284,Inactive Investor,Kenneth Bosman,,"FBL Marketing Services, LLC Port Washington WI 211 N Franklin St",,,Salesforce
10809096,Inactive Investor,Nathaniel Wright,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,nathaniel.wright@fidelity.com,,Salesforce
10994172,Inactive Investor,Matthew Mckinnon,,Journey Wealth Partners,,,Salesforce
9637087,,Matthew Brancato,,,mbrancato@vanguard.com,,List import
10879893,Inactive Investor,Matthew Duskey,Associate Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Villa Park IL 1 Tower Ln,mduskey@edelmanfinancialengines.com,,Salesforce
4912342,,علی امینی پزوه,,,aliamini265@yahoo.com,,Web Form Fillout
10917696,Inactive Investor,Juan Fernandez,,VectorGlobal WMG San Diego CA 350 10th Ave,,,Salesforce
10488092,,Drew Sparks,Financial Advisor,Advisor Resource Council,drew.sparks@lpl.com,,List Import
9567689,,Timothy Dean,,,tdean@ofgltd.com,,List import
11000987,Inactive Investor,Trevor Larson,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10768886,Inactive Investor,Randall Tootle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",randall_s_tootle@ml.com,,Salesforce
10936377,Inactive Investor,Brian Clemens,,"Farmers Financial Solutions, LLC San Antonio TX 21115 US Hwy 281 N",bclemens@farmersagent.com,,Salesforce
224633,,Davidson Louis Louis,,[[Unknown]],remedavid@yahoo.com,,Direct
10760410,Inactive Investor,Russell Cory,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,russell.cory@ubs.com,,Salesforce
11002373,Inactive Investor,Darius Ward,,"Concourse Financial Group Securities, Inc.",darius.ward@concoursefinancial.com,,Salesforce
10897198,Inactive Investor,Christopher Breaux,Financial Advisor,Edward Jones Marrero LA 4701 Westbank Expy,chris.breaux@edwardjones.com,,Salesforce
351358,,Contessa Coleman,Sourcing Coordinator,Blue Sea Capital Llc,ccoleman@blueseacapital.com,561-655-8400,Manual List Upload
10956008,Inactive Investor,Jaiwin Prakash,,Vanguard Marketing Corporation,jaiwin_prakash@vanguard.com,,Salesforce
11008228,Inactive Investor,Jackson Lee,,"J.W. Cole Financial, Inc.",jackson.lee@jw-cole.com,,Salesforce
11119606,Inactive Investor,Clay Gannon,,"RBC Capital Markets, LLC",,,Salesforce
10767735,Inactive Investor,Alan Olsen,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",,,Salesforce
11208474,Inactive Investor,John Dollar,,"Raymond James Financial Services, Inc. Guntersville AL 400 Gunter Ave",john.dollar@raymondjames.com,,Salesforce
10905730,Inactive Investor,James Poole,,"Standfast Asset Management, LLC",jpoole@standfastic.com,,Salesforce
345653,,Anosh Shah,Associate,"Nautic Partners, Llc",ashah@nautic.com,401-278-6770,Manual List Upload
9599301,,Paul Heckler,,,pheckler@yosemitecapital.com,,List import
11018454,Inactive Investor,James Geanakos,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11032903,Inactive Investor,Jason Stiver,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",jason.stiver@prudential.com,,Salesforce
10969962,Inactive Investor,Leslie Mccall,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,lmccall@primerica.com,,Salesforce
11208065,Inactive Investor,Robert Landaas,Chairman;Chief Executive Officer,Landaas & Company,landaas@landaas.com,,Salesforce
11206604,Inactive Investor,Christopher Camburn,Financial Advisor,LPL Financial LLC Middletown NJ 107 Tindall Rd,chris.camburn@lpl.com,,Salesforce
9546496,,Niall Stack,,,stackniall@gmail.com,,List import
10877319,Inactive Investor,Timothy Jones,Financial Advisor,LPL Financial LLC Mechanicsburg PA 5275 E Trindle Rd,,,Salesforce
227997,, -,,[[Unknown]],trishpantera@gmail.com,,Organic Search
10987399,Inactive Investor,Benjamin Hollingsworth,,J.P. Morgan Securities LLC Denver CO 1490 17th St,,,Salesforce
9609471,,Saach Suri,,,sadjdjansouri@hotmail.com,,List import
10777327,Inactive Investor,Sherrie Pasko,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",sherrie_pasko@ml.com,,Salesforce
9591397,,Anthony Greaves,,,tonygreaves15@hotmail.com,,List import
10947116,Inactive Investor,Darlene Scoggins,,SECU Brokerage Services Cary NC 531 Walnut St,darlene.scoggins@ncsecu.org,,Salesforce
11090036,Inactive Investor,Itai Liptz,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Rimar Capital LLC Burlingame CA 1550 Bernal Ave,itai@rimarcapital.com,,Salesforce
10933763,Inactive Investor,Amanda Barnes,Client Service Associate,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,amanda.barnes@ubs.com,,Salesforce
11172843,Inactive Investor,Rich Grivas,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,rich.grivas@fidelity.com,,Salesforce
10646628,,Erika Grim,,,erika.grim@bofa.com,,List Import
11121183,Inactive Investor,Jonathan Johnen,,"The Leaders Group, Inc.",,,Salesforce
10755921,Inactive Investor,Francesca Zelachowski,Assistant Vice President;Wealth Management Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,francesca.zelachowski@morganstanleypwm.com,,Salesforce
9644649,,Katie Greifeld,Journalist,Bloomberg,kgreifeld@bloomberg.net,,List import
9560657,,David Heck,,,dheck@heckcapital.com,,List import
10928419,Inactive Investor,Kathryn Long,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9613386,,Edgar Coolidge,,,dcoolidge@williamblair.com,,List import
10648278,,Kaprice Page,,,kaprice@fowlertaxadvisors.com,,List Import
10881731,Inactive Investor,Douglas Soons,Financial Advisor;President,"Revolution Capital, Inc Cambridge MA 649 Massachusetts Ave",douglas@revolutioncapital.net,,Salesforce
10986278,Inactive Investor,James Steele,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,,,Salesforce
9572260,,Arye Ziklik,,,aryezi@gmail.com,,List import
11099224,Inactive Investor,Jason Gopen,,J.P. Morgan Securities LLC Cedarhurst NY 446 Central Ave,jason.gopen@jpmorgan.com,,Salesforce
115298,,Robert Patton,,Fidelity Personal and Workplace Advisors,robert.patton@fidelity.com,,
11260187,Inactive Investor,Thomas Moore,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11112681,Inactive Investor,Stacey Crim,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11014248,Inactive Investor,Jordan Ludewig,,LPL Financial LLC Owatonna MN 741 E Main St,jordan.ludewig@lpl.com,,Salesforce
224471,,Stuart Romanoff,,[Unknown],stuartromanoff@gmail.com,,Direct
373637,,marvin otsuji,,[Unknown],marvin.otsuji@gmail.com,,source
9544455,,Pamela Quintero,,,pamquintero@gmail.com,,List import
10647643,,Gregory Weiss,,,greg.weiss@wellsfargoadvisors.com,,List Import
9572984,,Igor Kertzman,,,ikertzman@psam.com,,List import
11164814,Inactive Investor,Sarah Groleau,Financial Consultant,Thrivent Investment Management Inc. Ossipee NH 1230 Rte 16,sarah.groleau@thrivent.com,,Salesforce
11113858,Inactive Investor,John Mellor,Senior Supervisory Principal,LPL Financial LLC Ambridge PA Private Residence,john.mellor@lpl.com,,Salesforce
6015054,,PIYA NIHA,,,jecila8312@fandua.com,,Web Form Fillout
220856,,Nikia Grady,,[Unknown],ngradywi@gmail.com,,Direct
10863348,Inactive Investor,Tyler Ferguson,,GWN Securities Inc. South Jordan UT 1268 W South Jordan Pkwy,tferguson@gwnsecurities.com,,Salesforce
9542180,,Tyrell Collins,,,validplacebo@gmail.com,,List import
10911681,Inactive Investor,Christina Choi,,J.P. Morgan Securities LLC New York NY 277 Park Ave,christina.choi@jpmorgan.com,,Salesforce
10922594,Inactive Investor,Adelaide Reimbold,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 5750 Coventry Ln",adelaide.reimbold@ampf.com,,Salesforce
342990,,Troy Clark,Director,Centerfield Capital Partners,troy@centerfieldcapital.com,317-237-2323,Manual List Upload
10829127,Inactive Investor,Gregory Markel,Director - Investments,Morgan Stanley Boston MA 28 State St,greg.markel@msgraystone.com,,Salesforce
346734,,Lawrence Prager,"Chief Investment Officer, Country Head, Director","Nikko Asset Management Americas, Inc.",lawrence.prager@nikkoam.com,212-610-6100,Manual List Upload
11166855,Inactive Investor,Andreina Franceschi Ochoa,Financial Advisor,Oppenheimer & Co. Inc. Spring TX 2445 Technology Forest Blvd,andreina.franceschi@opco.com,,Salesforce
10946220,Inactive Investor,Roy Hansen,Associate Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",,,Salesforce
9604948,,Ujjwal Rajbhandari,,,ujjwalrajbhandari@hotmail.com,,List import
10768514,Inactive Investor,William Schifani,Branch Manager,UBS Financial Services Inc. Albuquerque NM 2155 Louisiana Blvd NE,william.schifani@ubs.com,,Salesforce
10928010,Inactive Investor,Clifford Son,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,clifford.son@jpmorgan.com,,Salesforce
11035866,Inactive Investor,Nathan Pease,Financial Advisor,LPL Financial LLC Sioux Falls SD 5120 E 57th St,nathan.pease@lpl.com,,Salesforce
371922,,Matt Zajac,,[Unknown],mzajac@att.net,,Salesforce
10606321,,Zachary Blackman,"Director, Vice President - Product Management",UBS Financial Services Inc.,zachary.blackman@ubs.com,312-525-7632,List Import
241574,,John Kieber,,[Unknown],john@uragroupaz.com,,source
11189715,Inactive Investor,Gillian Stoddard,Financial Advisor,"CUSO Financial Services, L.P. Brooklyn NY 100 Mcguinness Blvd",gillian.stoddard@cusonet.com,,Salesforce
11162498,Inactive Investor,Nickolette Beery,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Denver CO 44 Cook St",beeryn@stifel.com,,Salesforce
10973597,Inactive Investor,Nicholas Ruiz,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,nicholas.ruiz@primerica.com,,Salesforce
10603676,,Kenneth Klein,"Chief Executive Officer, Elected Manager, Portfolio Manager","Seelaus Asset Management, LLC",kklein@seelausam.com,212-935-0755,List Import
348667,,Richard Boretti,Managing Member,"Collaborative Wealth Advisors, Llc",rboretti@cwagroup.com,978-392-3630,Manual List Upload
11044178,Inactive Investor,Robin Young,Financial Advisor,Edward Jones Eldon MO 203 E 10th St,robin.young@edwardjones.com,,Salesforce
10350963,,HO VINH HOA,,,vinhhoaho8@gmail.com,,Web Form Fillout
11134347,Inactive Investor,Rafael Felix,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9589992,,ROBERT NGUYEN,,,rmnguyen@pacbell.net,,List import
9594900,,Jacob Epifano,,,jepifano@sequoia-financial.com,,List import
10954800,Inactive Investor,Brandon Lu,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10945967,Inactive Investor,Jason Zephir,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",jason.zephir@schwab.com,,Salesforce
11190132,Inactive Investor,Jason Feiser,,"Allstate Financial Services, LLC Lancaster PA 1941 Fruitville Pike",,,Salesforce
10781395,Inactive Investor,Craig Roth,Financial Advisor,Edward Jones Bellingham WA 1211 Mill Ave,craig.roth@edwardjones.com,,Salesforce
10812791,Inactive Investor,Peter Boyd,Chief Executive Officer;Financial Advisor,"Boyd Financial Strategies, Inc.",pboyd@boydstrategy.com,,Salesforce
351561,,Ethan Brozek,,Mcmill Cpa And Advisors,ethanb@wealthfirm.info,402-371-1160,Manual List Upload
11217168,,Marc Seaverson,,,marc.seaverson@jpmorgan.com,,Other
10770917,Inactive Investor,Russel Betts,Financial Consultant,"Equitable Advisors, LLC North Little Rock AR 1 Riverfront Pl",russel.betts@equitable.com,,Salesforce
9614021,,Justin Lewis Snowden,,,jsnow6000@yahoo.com,,List import
10909685,Inactive Investor,Afetsi Aidam,,"Charles Schwab & Co., Inc. Miamisburg OH 9668 Springboro Pike",,,Salesforce
339717,,Jean Beunardeau,Chairman And Director Of The Board,Hsbc Global Asset Management (france),jean.beunardeau@hsbc.fr, -138335,Manual List Upload
214489,,Cory Riedberger,,[Unknown],criedberger@gmail.com,,Organic Search
10864268,Inactive Investor,Alexander Kiritschenko,Financial Advisor,Brass Tax Wealth Management Zionsville IN 1120 W Oak St,,,Salesforce
9570611,,Michael Neal,,,michael.neal@kovacksecurities.com,,List import
340046,,Christopher Vivian,Financial Planner,"Total Clarity Wealth Management, Inc",cvivian@totalclaritywealth.com,630-762-9352,Manual List Upload
10869603,Inactive Investor,Charles Domash,,Citigroup Global Markets Inc.,,,Salesforce
10908386,Inactive Investor,Connor Robey,,"Equitable Advisors, LLC Westport CT 500 Post Rd E",connor.robey@equitable.com,,Salesforce
10800584,Inactive Investor,Jim Ford,Vice President,"Benjamin F. Edwards & Company, Inc. Columbus MS 2240 Military Rd",jim.ford@benjaminfedwards.com,,Salesforce
10616140,,Geno Manov,,,geno.manov@53.com,,List Import
11021046,Inactive Investor,Chris Guinther,Portfolio Manager;Senior Investment Strategist,Montag,chrisguinther@montagwealth.com,,Salesforce
10927367,Inactive Investor,Griffin Douglas,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",griffin.douglas@bernstein.com,,Salesforce
11045870,Inactive Investor,Wilson Munoz,,"Osaic Wealth, Inc. Somerville NJ 92 E Main St",,,Salesforce
10775665,Inactive Investor,Alonso Valenzuela,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,alonso.valenzuela@gs.com,,Salesforce
11066469,Inactive Investor,Allison Leroy,,"Charles Schwab & Co., Inc. Grand Rapids MI 4300 Cascade Rd SE",,,Salesforce
11143505,Inactive Investor,Mark Hamende,,"LaSalle St Securities, L.L.C. Coral Gables FL Private Residence",mhamende@lasallest.com,,Salesforce
9582743,,David Cappi,,,davidjcappi@gmail.com,,List import
11084189,Inactive Investor,Jerry Gintz,,Cetera Advisors LLC Puyallup WA 1029 E Main,,,Salesforce
11129231,Inactive Investor,John Murray,,"IFP Securities, LLC Gainesville FL 2622 NW 43rd St",john.murray@ifpartners.com,,Salesforce
10874798,Inactive Investor,Megan Duarte,Director - Operations;Financial Advisor,"Ameriprise Financial Services, LLC Santa Maria CA 2605 S Miller St",megan.a.duarte@ampf.com,,Salesforce
11065283,Inactive Investor,Allison Plante,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,allison.dorsey-plante.d84c@statefarm.com,,Salesforce
11200813,Inactive Investor,David Hunter,Chief Investment Officer,Rhame & Gorrell Wealth Management,david@rgwealth.com,,Salesforce
9547972,,Daniel Austin,,,daniel.austin@thrivent.com,,List import
10809371,Inactive Investor,Gregory Johnson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",greg.s.johnson@rbc.com,,Salesforce
10776955,Inactive Investor,John Villers,Financial Advisor,Morgan Stanley Huntington WV 1200 3rd Ave,john.a.villers@morganstanley.com,,Salesforce
10757341,Inactive Investor,Robert Magee,,Cetera Advisor Networks LLC New Kensington PA 124 Frederick Dr,rob@ceteranetworks.com,,Salesforce
10826267,Inactive Investor,Jennifer Black,Owner,James I. Black & Company,jenniferblack@jamesiblack.com,,Salesforce
11170126,Inactive Investor,Mohammad Khalil,Senior Branch Premier Banker,J.P. Morgan Securities LLC Lincoln NE 144 N 14th St,mohammad.khalil@wellsfargo.com,,Salesforce
11123029,Inactive Investor,Daniel Gomez,Client Relationship Advisor;Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",daniel.gomez@schwab.com,,Salesforce
11261223,Inactive Investor,Sean Kenney,Financial Advisor,"Financial & Tax Architects, LLC",sean.kenney@fta-ria.com,,Salesforce
40609,,Michael Moessner,"Senior Investment Advisor, Vice President",The Huntington Investment Company,michael.moessner@huntington.com,800-322-4600,
11124406,Inactive Investor,Daniel Donato,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",daniel.donato@ampf.com,,Salesforce
10792151,Inactive Investor,Kevin Skogen,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",kevin.skogen@raymondjames.com,,Salesforce
10864380,Inactive Investor,Shannon Kellogg,,State Farm VP Management Corp. Spokane WA 12120 E Mission Ave,,,Salesforce
352658,,Jeffrey Ives,"Venture Partner, New York",New Leaf Venture Partners,jeff@nlvpartners.com,646-871-6420,Manual List Upload
34775,,Michael Koly,"Associate Advisor, Investment Advisor Representative","Integrated Wealth Management, Inc.",michael@iwmgameplan.com,330-896-1644,
11039535,Inactive Investor,Laurie Didone,,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",laurie.didone@wellsfargoadvisors.com,,Salesforce
10782128,Inactive Investor,Jared Boldemann,Director - Corporate Client Group;Financial Advisor;First Vice President;Vice President,Morgan Stanley San Francisco CA 555 California St,jared.boldemann@ms.com,,Salesforce
11118610,Inactive Investor,Linda Gaucher,Assistant Vice President;Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Westfield NJ 50 Cardinal Dr",linda.gaucher@wfafinet.com,,Salesforce
11149487,Inactive Investor,Peter Morris,,"Cambridge Investment Research, Inc. Andover MA 80 Summer St",,,Salesforce
9625534,,DK wahyu,,,antoniorivanold@gmail.com,,List import
11045501,Inactive Investor,Derek Hess,,Commonwealth Financial Network Harrisonburg VA 380 E Market St,dhess@commonwealth.com,,Salesforce
11207862,Inactive Investor,Stephen Miller,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10852776,Inactive Investor,Deborah Crain,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",,,Salesforce
11042540,Inactive Investor,Kristy Trojan,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",kristy.trojan@nm.com,,Salesforce
10603869,,Robert Discolo,"Chief Executive Officer, Chief Investment Officer, Regulatory Contact","River Partners Capital Management, LP",bdiscolo@riverpartners.com,,List Import
10907473,Inactive Investor,James Marrocco,Chief Compliance Officer;Owner;President,Thinking Big Financial,jim@thinkingbigfinancial.com,,Salesforce
9578674,,Maria McKee,,,maria.mckee@sicounsel.com,,List import
9627020,,Jack Dupuy,,,jackdupuy@icloud.com,,List import
10965647,Inactive Investor,Karen Scheffner,,"Cambridge Investment Research, Inc. Franklin WI 10060 W Loomis Rd",,,Salesforce
11135103,Inactive Investor,Charles Braniff,Associate Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 959 Old Hwy 8 NW",charles.braniff@ampf.com,,Salesforce
11066058,Inactive Investor,Alvin Mavis,,"Black Oak Securities, Inc.",,,Salesforce
9610061,,Eric McDowell Jr.,,,mcdowell.120@me.com,,List import
11035444,Inactive Investor,Jennifer Bekebrede,,"W&S Brokerage Services, Inc. Elyria OH 5078 Waterford Dr",,,Salesforce
339119,,David Maue,Cao,American Securities Llc,dmaue@americansecurities.com,212-476-8000,Manual List Upload
10659422,,Gwendolyn Hueneman,,,gwen.hueneman@opco.com,,List Import
9544860,,Nicole Smith,,,cs450@ntrs.com,,List import
10966296,Inactive Investor,Robert Morgan,,LPL Financial LLC Wasilla AK 501 N Main St,r.morgan@lpl.com,,Salesforce
9541941,,Lucas Mcelroy,,,lucazzstorm7@gmail.com,,List import
11168733,Inactive Investor,David Laughran,Financial Advisor,Edward Jones Branford CT 158 Montowese St,david.laughran@edwardjones.com,,Salesforce
11101902,Inactive Investor,Andrew Branz,,NYLIFE Securities LLC Breese IL 205 N Main St,abranz@ft.newyorklife.com,,Salesforce
10973572,Inactive Investor,Oluwarotimi Odutola,,TD Private Client Wealth LLC Vienna VA 1919 Gallows Rd,oluwarotimi.odutola@td.com,,Salesforce
246174,,Not Provided,chairman,edjuster,davelevyhsf@gmail.com,,Manual List Upload
11156355,Inactive Investor,Andrew Rothstein,,"The Leaders Group, Inc.",,,Salesforce
11229157,Inactive Investor,Laura Labrasca,,Janney Montgomery Scott LLC Dubois PA 630 Division St,llabrasca@janney.com,,Salesforce
10803169,Inactive Investor,Meagan Riordan,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Portfolio Manager,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,meagan.riordan@morganstanley.com,,Salesforce
11004188,Inactive Investor,Sundy Clark,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",sundy.clark@tfaconnect.com,,Salesforce
11187898,Inactive Investor,Jeni Cobbs,,"Truist Investment Services, Inc.",,,Salesforce
11194236,Inactive Investor,Daniel Cuccia,,"TIAA-CREF Individual & Institutional Services, LLC Rochester NY 35 Celebration Dr",dan.cuccia@tiaa.org,,Salesforce
11127499,Inactive Investor,Jeffrey Jacobson,Financial Advisor,"Osaic Wealth, Inc. Saint Charles MO 500 Huber Park Ct",,,Salesforce
11164618,Inactive Investor,Steven Paddock,,State Farm VP Management Corp. Kenosha WI 3120 80th St,stevenpaddock@statefarm.com,,Salesforce
10810098,Inactive Investor,David Knibbe,Financial Advisor,"Harbour Investments, Inc. Kalamazoo MI 2555 S 11th St",,,Salesforce
9584396,,Putra Putra,,,dwiekky539@gmail.com,,List import
11029065,Inactive Investor,Sarah McLendon,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,sarah.mclendon.gwcm@statefarm.com,,Salesforce
11195315,Inactive Investor,Curtis Lund,,"Moloney Securities Co., Inc.",,,Salesforce
9638479,,David Arnold,,,president@asiafoundation.org,,List import
237052,, -,,[[Unknown]],cleary72@yahoo.com,,Organic Search
11212490,Inactive Investor,Douglas Anderson,,"Raymond James & Associates, Inc.",douglas.anderson@raymondjames.com,,Salesforce
10772951,Inactive Investor,Avery Massengill,Financial Advisor;Senior Vice President,Morgan Stanley Knoxville TN 1111 N Northshore Dr,avery.brian.massengill@morganstanley.com,,Salesforce
333228,,Stephen Paradis,,Conifer,sp@conifer.net,,Manual List Upload
11054165,Inactive Investor,Rachel Marshall,,"CUSO Financial Services, L.P. Fountain CO 6965 Mesa Ridge Pkwy",,,Salesforce
10866207,Inactive Investor,Dennise Bamberry,,PFS Investments Inc.,dennise.bamberry@primerica.com,,Salesforce
10968280,Inactive Investor,Jackson Goleash,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
10942197,Inactive Investor,Stephen Lukan,Managing Partner,John E. Sestina and Company,slukan@sestina.com,,Salesforce
9545742,,Inhee Carter,,,carteri@hdvest.net,,List import
10780402,Inactive Investor,Steven Zimmerman,Chief Compliance Officer;Co-Founder;Partner;President;Senior Financial Strategist,Mindful Asset Planning,steve@mindfulplanning.com,,Salesforce
11107703,Inactive Investor,Michael Baker,Investment Advisor,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
9635803,,Anne Nolen,,,anolen@wcmgmt.com,,List import
10892573,Inactive Investor,Melissa Titus,Registered Administrative Associate,LPL Financial LLC Binghamton NY 1 Kattelville Rd,melissa.titus@lpl.com,,Salesforce
10768603,Inactive Investor,Joseph Kelley,,"Concourse Financial Group Securities, Inc. Birmingham AL 2700 Hwy 280 S",joseph.kelley@concoursefinancial.com,,Salesforce
11141806,Inactive Investor,Gail Phillips,Senior Registered Associate,Morgan Stanley San Diego CA 101 W Broadway,gail.phillips@morganstanley.com,,Salesforce
11141968,Inactive Investor,Joel Cortese,Financial Services Professional,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9542994,,Sarah Minakary,,,sminakary@hightoweradvisors.com,,List import
9567466,,Edvard Kurnik,,,edvard.kurnik@gmail.com,,List import
10768046,Inactive Investor,Benjamin Greenberg,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,bgreenberg@aegiscap.com,,Salesforce
11042166,Inactive Investor,Susan Quintyne,Senior Client Associate,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",susan.quintyne@wellsfargoadvisors.com,,Salesforce
10918988,Inactive Investor,Juan Rodriguez,,"BFC Planning, Inc. Independence IA 2349 Jamestown Ave",jrodriguez@berthel.com,,Salesforce
349263,,Matthew Schlueter,"EVP, Director",Fsc Securities Corporation,mschlueter@fscorp.com,180-054-72382,Manual List Upload
336045,,Jon Murray,Investment Advisor,Isc Financial Advisors,jon@iscfinancialadvisors.com,507-373-8216,Manual List Upload
11094147,Inactive Investor,Jeremy Sperl,Financial Advisor,Thrivent Investment Management Inc. Medford WI Private Residence,jeremy.sperl@thrivent.com,,Salesforce
10771270,Inactive Investor,John Roberts,,"Kestra Investment Services, LLC",john.roberts@kestrafinancial.com,,Salesforce
11027049,Inactive Investor,Hubert Padilla,,J.P. Morgan Securities LLC Los Angeles CA 10250 Santa Monica Blvd,hubert.padilla@jpmorgan.com,,Salesforce
11235944,Inactive Investor,Claire Hawkes,Chief Financial Officer,Single Point Partners,claire.hawkes@spcfo.com,,Salesforce
10913722,Inactive Investor,Ivan Surmik,,Fidelity Brokerage Services LLC,,,Salesforce
11110944,Inactive Investor,Matthew Stay,Personal Financial Advisor,Intellicents Investment Solutions Inc Lake Mills IA 402 W Main St,matt.stay@intellicents.com,,Salesforce
10752511,Inactive Investor,David Loesch,,"NewEdge Securities, Inc. Katy TX 605 Park Grove Ln",,,Salesforce
10912712,Inactive Investor,Amanda Zuiker,Financial Advisor;Insurance Specialist,"Ameriprise Financial Services, LLC Wisconsin Rapids WI 111 24th St S",amanda.zuiker@ampf.com,,Salesforce
9638578,,Ralph Sinsheimer,,,sinsheimer@solarisgroupllc.com,,List import
10818398,Inactive Investor,Gary Jund,,"Calton & Associates, Inc. Milwaukee WI 2600 N Mayfair Rd",gjund@calton.com,,Salesforce
10944241,Inactive Investor,Heather Adams,Sales Assistant,LPL Financial LLC Santa Ana CA 4 Hutton Centre Dr,heather.adams@lpl.com,,Salesforce
10920840,Inactive Investor,Iorwuese Ifan,Financial Advisor,"Osaic Wealth, Inc. Hampton VA 1919 Commerce Dr",,,Salesforce
11130051,Inactive Investor,Jeffrey Bartfeld,,HSBC Securities (USA) Inc.,,,Salesforce
11260686,Inactive Investor,Nikhil Kele,,ICICI Securities Inc. New York NY 1120 Avenue of the Americas,,,Salesforce
10657736,,John Wadsworth,,,john.wadsworth@equitable.com,,List Import
11189596,Inactive Investor,Angel Berlanga Rodriguez,,"Equitable Advisors, LLC Port Saint Lucie FL 10815 SW Tradition Sq",,,Salesforce
9570653,,Cheryl Gazso,,,cheryl.gazso@53.com,,List import
237689,, -,,[[Unknown]],nicholas.rovisa@gmail.com,,
9647754,,Anthony Bantoft,,,abchoppa@hotmail.com,,List import
226118,, -,,[[Unknown]],jjmerry@hotmail.com,,Initial Salesforce Import
10884034,Inactive Investor,Michael Metz,Financial Advisor,"BOS Asset Management, LLC",,,Salesforce
235182,,Gregory Bailey,,TrustlessPay.com,gdb@trustlesspay.com,(404) 682-6691,
11110490,Inactive Investor,Caitlin Young,,State Farm VP Management Corp. Orange City FL 2751 Enterprise Rd,caitlin.young.u9oc@statefarm.com,,Salesforce
11141964,Inactive Investor,Samuel Engulu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10871182,Inactive Investor,Mark Walden,,Goldman Sachs & Co.,,,Salesforce
11052284,Inactive Investor,Grant Johnson,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
11023530,Inactive Investor,Perrin Jones,Private Banker;Relationship Manager,"First Horizon Advisors, Inc. Birmingham AL 2340 Woodcrest Pl",perrin.jones@firsthorizon.com,,Salesforce
9625497,,Kevin Boudreau,,,kpb171@yahoo.com,,List import
11082008,Inactive Investor,Patricia Anderson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guilford CT 350 Goose Ln",tricia_anderson@ml.com,,Salesforce
10806616,Inactive Investor,William Speer,Financial Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,tyler.speer@morganstanley.com,,Salesforce
11067255,Inactive Investor,Bryan Hern,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bryan.hern@fidelity.com,,Salesforce
10996501,Inactive Investor,Esther Osei,,Deutsche Bank Securities Inc.,esther@deutschewealth.com,,Salesforce
10821344,Inactive Investor,Christopher Clark,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Los Gatos CA 236 N Santa Cruz Ave,christopher.clark@lpl.com,,Salesforce
11109579,Inactive Investor,Cade Babineaux,Financial Advisor,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",cade.babineaux@ampf.com,,Salesforce
10879667,Inactive Investor,Caroline Santiago,,Citigroup Global Markets Inc. New York NY 601 Lexington Ave,caroline.santiago@citi.com,,Salesforce
10925033,Inactive Investor,Philip Quealy,,"Osaic Wealth, Inc. Tampa FL 5601 Mariner St",pquealy@osaicwealth.com,,Salesforce
11040589,Inactive Investor,Joseph Grunwald,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,jgrunwald@rwbaird.com,,Salesforce
9634540,,Michael Catanese,,,michael@venturiwealth.com,,List import
9543166,,John Seibel,,,j.seibel@fi.com,,List import
11168863,Inactive Investor,Kimberly Savoie,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Haven MI 1 S Harbor Dr",savoiek@stifel.com,,Salesforce
211421,,stuart sirkin,vp,segal,ssirkin@segalco.com,,Content
10868434,Inactive Investor,Jerry Giordano,Wealth Advisor,LPL Financial LLC Purchase NY 3010 Westchester Ave,jerry.giordano@lpl.com,,Salesforce
11037660,Inactive Investor,Tammy Uzzell,,"Empower Financial Services, Inc Raleigh NC 3100 Smoketree Ct",tammy.uzzell@empower.com,,Salesforce
11180625,Inactive Investor,Wilbur Woodside,,PFS Investments Inc. Miami FL 9360 SW 72nd St,wilbur.woodside@primerica.com,,Salesforce
10928180,Inactive Investor,Julie Donaruma,,"Osaic Wealth, Inc. Needham Heights MA 160 Gould St",,,Salesforce
10645992,,Kevin Carroll,,,kevin.carroll@tcw.com,,List Import
9601184,,nathaniel wray,,,n8wray@gmail.com,,List import
9619967,,James Wimer,,,jameswimer@verizon.net,,List import
10925875,Inactive Investor,Ashley Kimble,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10783410,Inactive Investor,Brian Jones,Vice President,PNC Investments Wellington FL 12850 Forest Hill Blvd,brian.jones@pnc.com,,Salesforce
11112307,Inactive Investor,Donald Swanson,Financial Advisor,Edward Jones Joplin MO 2205 Connecticut Ave,,,Salesforce
10804150,Inactive Investor,Todd Hutchinson,Senior Registered Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
10803072,Inactive Investor,Sherry Corriveau,Senior Registered Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,sherry.corriveau@ms.com,,Salesforce
11063005,Inactive Investor,David Sayers,Senior Wealth Advisor,"Carlson Capital Management, LLC Hastings MN 118 4th St E",david.sayers@carlsoncap.com,,Salesforce
11013219,Inactive Investor,Lindsay Hubert,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,lindsayhubert@statefarm.com,,Salesforce
10933942,Inactive Investor,Anthony Cirocco,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",tony.cirocco@raymondjames.com,,Salesforce
11115880,Inactive Investor,Rick Crandall,,"Farmers Financial Solutions, LLC Northridge CA 8550 Balboa Blvd",rcrandall1@farmersagent.com,,Salesforce
10834996,Inactive Investor,Sharon White,Senior Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,denise.white@ubs.com,,Salesforce
374210,,Sara Ellis,,,1saraellis@gmail.com,830-481-1523,Salesforce
10859880,Inactive Investor,Brenda Reeves,,"Pruco Securities, LLC. Blue Ash OH Private Residence",brenda.reeves@prudential.com,,Salesforce
11107229,Inactive Investor,Michael Lewis,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",mike.lewis@nm.com,,Salesforce
9614099,,Janelle Woodward,,,jw@tchinc.com,,List import
10489506,,Aaron Kelly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",aaron.kelly@ml.com,469-294-7098,List Import
11095272,Inactive Investor,Mitchell Houser,Client Service Associate;Client Service Coordinator,"Ameriprise Financial Services, LLC Winter Park FL 101 S New York Ave",mitchell.houser@ampf.com,,Salesforce
10835296,Inactive Investor,William Smith,President,"Great Lakes Retirement, Inc.",,,Salesforce
10991122,Inactive Investor,Gavin Moeller,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",,,Salesforce
11045172,Inactive Investor,Kelly Bramel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",kelly.bramel@ml.com,,Salesforce
11001763,Inactive Investor,John Henderson,,Public Safety Financial/Galloway,john@galloway911.com,,Salesforce
9582650,,Bill Ganapathy,,,harsha.vinayaka@gmail.com,,List import
11147712,Inactive Investor,William Meikle,,Cetera Advisor Networks LLC Phoenix AZ 22601 N 19th Ave,,,Salesforce
11113913,Inactive Investor,Lunna Engel,,PFS Investments Inc. West Covina CA 142 N Grand Ave,lengel@primerica.com,,Salesforce
11015979,Inactive Investor,Patrice Dyer,,PFS Investments Inc. Brooklyn NY 777 Coney Island Ave,pdyer@primerica.com,,Salesforce
9631505,,wy chung,,,pryanchung@gmail.com,,List import
10901131,Inactive Investor,Sergio Guzman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11187268,Inactive Investor,Timothy Bourke,Financial Advisor;Financial Planning Specialist;First Vice President;Vice President,Morgan Stanley Riverhead NY 611 E Main St,timothy.bourke@morganstanley.com,,Salesforce
9548678,,Guy Smoot,,,guysmoot@yandex.com,,List import
11125776,Inactive Investor,Carlos Cevallos-Malta,Investment Consultant,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",,,Salesforce
11171444,Inactive Investor,Guillaume Horel,Member;Partner;Portfolio Manager,"LMCG Investments, LLC",ghorel@lmcg.com,,Salesforce
11126897,Inactive Investor,Erica Pompa Lewis,,"Allstate Financial Services, LLC Corona CA 1450 W 6th St",ericapompalewis@allstate.com,,Salesforce
11204565,Inactive Investor,Gerald Holman,,"Raymond James Financial Services, Inc. Sandy UT 126 W Sego Lily Dr",gerald.holman@raymondjames.com,,Salesforce
10901213,Inactive Investor,Monica Schmidt,Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,monica.schmidt@ubs.com,,Salesforce
10969975,Inactive Investor,Stephen Biers,Financial Advisor,Edward Jones Lititz PA 760 Lititz Pike,steve.biers@edwardjones.com,,Salesforce
10787703,Inactive Investor,Rodney Sikel,Financial Advisor,Edward Jones Minneapolis MN 4200 W Old Shako Pee Rd,rodney.sikel@edwardjones.com,,Salesforce
9580632,,S S O,,,syamsus@hotmail.com,,List import
10934938,Inactive Investor,Lawrence Koval,,LifeMark Securities Corp. Euclid OH Private Residence,lkoval@lifemark.com,,Salesforce
11140713,Inactive Investor,Edmund Oliveros,,Vanguard Marketing Corporation,edmund_oliveros@vanguard.com,,Salesforce
9560942,,Lora Fitch,,,fitch.lora@principal.com,,List import
11184237,Inactive Investor,Samuel Burchenal,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,sam.burchenal@ubs.com,,Salesforce
11222584,,Tracey Story,,,tracey@cullenfinancial.com,,List Import
11161638,Inactive Investor,Candace Plunkett,Registered Associate,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,candace.plunkett@morganstanley.com,,Salesforce
11148280,Inactive Investor,Bennie Currie,,NYLIFE Securities LLC Chicago IL 500 W Madison St,bmcurrie@ft.newyorklife.com,,Salesforce
11143271,Inactive Investor,Mike Awadis,,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,mike.awadis@hilltopsecurities.com,,Salesforce
10900429,Inactive Investor,Dani Wojdyla,,Goldman Sachs & Co.,dani.wojdyla@gs.com,,Salesforce
11026952,Inactive Investor,Ramona Heiney,,State Farm VP Management Corp. West Plains MO 1024 Porter Wagoner Blvd,ramona.heiney.jakk@statefarm.com,,Salesforce
237710,, -,,[[Unknown]],summit1980@splincoln.com,,
11140364,Inactive Investor,Heather Blank,Financial Advisor,Edward Jones Flora IL 101 Tackitt Dr,heather.blank@edwardjones.com,,Salesforce
11059868,Inactive Investor,Pramela Chetram,,"Osaic Institutions, Inc. Manhasset NY 1395 Northern Blvd",,,Salesforce
10644137,,Mark Koznicki,,,mark.koznicki@edwardjones.com,,List Import
9645321,,Levi Adame,,,adamelevi@yahoo.com,,List import
11064501,Inactive Investor,Chad Humphrey,,LPL Financial LLC New Lenox IL 100 Batson Ct,chad.humphrey@lpl.com,,Salesforce
332503,,Pradeep Kumar Salwan,,[Unknown],info@pksalwan.com,,
10826773,Inactive Investor,Greg Alban,Financial Advisor;Vice President,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,gregory.alban@morganstanley.com,,Salesforce
9572778,,Dillon Ecclesine,,,decclesine@bamfunds.com,,List import
11068337,Inactive Investor,Brady Schneider,,"Equitable Advisors, LLC Scottsdale AZ 4835 E Cactus Rd",,,Salesforce
9634678,,Matt Secemski,,,msecemski@sfr1.com,,List import
10861203,Inactive Investor,Huy La,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 4166 El Cajon Blvd",huy.la@ml.com,,Salesforce
11088414,Inactive Investor,Amanda Guzy,,NYLIFE Securities LLC Charleston SC 200 Meeting St,aaguzy@ft.newyorklife.com,,Salesforce
1672839,,Mark Larsen,,[Unknown],llarsml@yahoo.com,,
9630898,,Kurry Tran,,,kurry.tran@gmail.com,,List import
9546497,,Johnny Lennane,,,cuzynin9@protonmail.com,,List import
10945086,Inactive Investor,Jerry Richi,,LPL Financial LLC,jerry.richi@lpl.com,,Salesforce
11085991,Inactive Investor,William Dodd,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,earle.dodd@ubs.com,,Salesforce
11170920,Inactive Investor,Jonathan Ayala,,J.P. Morgan Securities LLC Valrico FL 1885 E State Road 60,,,Salesforce
11130315,Inactive Investor,Andrew Coplin,Investment Advisor Representative,USA Financial Securities LLC Republic MO Private Residence,,,Salesforce
10890765,Inactive Investor,Kiara Maruri,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kiara.maruri@fmr.com,,Salesforce
10878320,Inactive Investor,May Lam,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,may.lam@us.hsbc.com,,Salesforce
11054611,Inactive Investor,Richard Thoma,,"Securian Financial Services, Inc.",richard.thoma@securian.com,,Salesforce
143306,,Paolo Masarati,,No,paolomasa1977@outlook.it,3.93357E+11,Organic Search
9552614,,Kaitlin McCall,,,kaitlin.mccall@thrivent.com,,List import
10854549,Inactive Investor,Joel Salazar,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC San Antonio TX 7959 Fredericksburg Rd,joel.a.salazar@jpmorgan.com,,Salesforce
11148286,Inactive Investor,Lonny Babin,,NYLIFE Securities LLC Larose LA Private Residence,lbabin@ft.newyorklife.com,,Salesforce
10644404,,Christian Blancas,,,christian.m.blancas@chase.com,,List Import
10760067,Inactive Investor,John Swart,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",john_swartiii@ml.com,,Salesforce
10614957,,Robert Mastrosimone,"Financial Advisor, First Vice President",,robert.mastrosimone@morganstanley.com,,List Import
10616050,,Gregory Chimner,,,gregory.j.chimner@ampf.com,,List Import
10950880,Inactive Investor,Richelle Johnson,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10947219,Inactive Investor,Ward Williams,Owner;Principal Advisor,Better Tomorrow Financial,ward@bettertomorrowfinancial.com,,Salesforce
10784603,Inactive Investor,Julie Rice,,LPL Financial LLC Stuart FL Private Residence,julie.rice@lpl.com,,Salesforce
11070787,Inactive Investor,Kevin Sailor,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",kevin.sailor@nm.com,,Salesforce
11017810,Inactive Investor,Katherine Weber,Registered Administrative Associate,LPL Financial LLC Grand Blanc MI 8275 Holly Rd,katherine.weber@lpl.com,,Salesforce
11049539,Inactive Investor,Michael Tomkiewicz,Financial Advisor;Investment Advisor Representative;Partner,Sierra Financial Advisory,mike@sierraadvisory.net,,Salesforce
11115250,Inactive Investor,Curtis Hotzler,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,curt.hotzler.ssn2@statefarm.com,,Salesforce
11218490,,Kerrington Bigsbee,,,kerrington.bigsbee@jpmorgan.com,,List Import
10633046,,Steven Mills,,,eastcoastcabinets@yahoo.com,,Web Form Fillout
11232197,Inactive Investor,Michele Colon,,UBS Financial Services Inc. San Diego CA 600 W Broadway,michele.colon@ubs.com,,Salesforce
11011024,Inactive Investor,Brett Miller,,State Farm VP Management Corp.,,,Salesforce
10944573,Inactive Investor,Angelina Gentry,,"Transamerica Financial Advisors, Inc Modesto CA 1314 G St",angie.gentry@tfaconnect.com,,Salesforce
9595371,,Anna Fagan,,,afagan@carsoninstitutional.com,,List import
10997881,Inactive Investor,David Payne,,"Wells Fargo Clearing Services, LLC Burleson TX 100 NW John Jones Dr",,,Salesforce
11134760,Inactive Investor,Dennis Peters,,"Pruco Securities, LLC. Morris IL 118 W Main St",dennis.peters@prudential.com,,Salesforce
11105513,Inactive Investor,Andrew Cornell,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,andrew.cornell@primerica.com,,Salesforce
10833314,Inactive Investor,Anthony Delgado,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",,,Salesforce
10937418,Inactive Investor,Christina Elam,,"Steward Partners Investment Solutions, LLC Clearwater FL 600 Cleveland St",christina.elam@stewardpartners.com,,Salesforce
10961469,Inactive Investor,Yu Fu,,Cetera Advisors LLC Billerica MA 572 Boston Rd,linda.fu@ceteraadvisors.com,,Salesforce
66424,,Timothy Guthrie,"President, Chief Compliance Officer","Bullseye Investment Management, Llc",tim@bullseyeinv.com,513-774-3325,Manual List Upload
9559703,,Robert Burawundi,,,burawundi@yahoo.com,,List import
11015293,Inactive Investor,Sarah Malaykhan,,J.P. Morgan Securities LLC Brooklyn NY 975 Bedford Ave,smalaykhan@primerica.com,,Salesforce
10841145,Inactive Investor,Hasan Najmuddin,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Agoura Hills CA 30300 Agoura Rd",,,Salesforce
11042506,Inactive Investor,Adam Hagen,Financial Advisor,"Ameriprise Financial Services, LLC Lexington SC 311 Meetze Ave",adam.hagen@ampf.com,,Salesforce
11182274,Inactive Investor,Thipp Ratsaboutseua,Chief Compliance Officer;Managing Member;President,"Quantumleap Wealth Management, LLC",thipp@qtmlp.com,,Salesforce
9612353,,Alejandro Cecena,,,alexcecena@yahoo.com,,List import
9603179,,Noorali Jooma,,,alijooma@gmail.com,,List import
11149945,Inactive Investor,Robert Haseman,Financial Advisor,Edward Jones Helena MT 516 N Park Ave,brian.haseman@edwardjones.com,,Salesforce
10966397,Inactive Investor,Michelle Morris,,"Osaic Wealth, Inc. Sugar Land TX 19901 Southwest Fwy",,,Salesforce
10808196,Inactive Investor,Mary Harvey,,"ValMark Securities, Inc. Beachwood OH 26949 Chagrin Blvd",,,Salesforce
10463446,,Dmitriy Katkovskiy,,,dkatkovsky@gmail.com,,Web Form Fillout
9570560,,Richard Icare,,,richardicare@gmail.com,,List import
10790002,Inactive Investor,Scott Brunson,Vice President,"Christensen, King & Associates Investment Services, Inc.",scott@ckacpa.com,,Salesforce
174544,,Stephen Bunbury,,[Unknown],sbunbury01@gmail.com,,
10953484,Inactive Investor,Vijay Patel,Wealth Advisor,"MA Private Wealth, LLC",vijay@maprivatewealth.com,,Salesforce
10465727,,David Petersen,,,davidpetersen686@gmail.com,,Web Form Fillout
10864314,Inactive Investor,Tracy Applewhite,Financial Advisor,LPL Financial LLC Richmond VA 2100 E Cary St,tracy.applewhite@lplfinancial.com,,Salesforce
11090236,Inactive Investor,Stephanie Mackara,Chief Compliance Officer;Member;President;Wealth Advisor,"Charleston Investment Advisors, LLC Mt Pleasant SC 1311 Chuck Dawley Blvd",smackara@charlestonia.com,,Salesforce
10878926,Inactive Investor,Jonathan Alcon,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
10781243,Inactive Investor,Patricia Werner-Christy,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",,,Salesforce
9619675,,sanel gil,,,surfecology@gmail.com,,List import
245339,,Steve Newman,CFP,Kovack Advisors,snewman@ksifa.com,14079637887,Manual List Upload
9644259,,Joao Seabra,,,jfseabra@gmail.com,,List import
9557057,,Arash Shahini,,,milad132264@gmail.com,,List import
10766436,Inactive Investor,Jessica Deakins,Financial Planning Associate;Portfolio Associate,Morgan Stanley Stuart FL 729 SW Federal Hwy,jessica.deakins@morganstanley.com,,Salesforce
10885670,Inactive Investor,Steven Briggs,,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",steve.briggs@raymondjames.com,,Salesforce
11083714,Inactive Investor,Albert Ellison,,"Concourse Financial Group Securities, Inc. Birmingham AL 2100 Providence Park",albert.ellison@concoursefinancial.com,,Salesforce
10942293,Inactive Investor,Winnie Cheung,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",winniecheung@financialguide.com,,Salesforce
10891006,Inactive Investor,Christy Davis,Branch Operations Manager;Financial Advisor,LPL Financial LLC Brevard NC 30 Green Acres Ave,christy.davis@lpl.com,,Salesforce
11084623,Inactive Investor,Jenifer Bollinger,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
10910504,Inactive Investor,Andrew Lundin,Associate Partner;Wealth Advisor,Corient Saint Petersburg FL 100 2nd Ave S,,,Salesforce
11198689,Inactive Investor,Keil Krumwiede,Financial Advisor,Edward Jones Bozeman MT 3970 Valley Commons Dr,keil.krumwiede@edwardjones.com,,Salesforce
349684,,John Wilkins,Partner,"Harvest Partners, Lp",jwilkins@harvestpartners.com,212-599-6300,Manual List Upload
11160225,Inactive Investor,Ural Jackson,,"Allstate Financial Services, LLC Hartford WI 304 N Main St",uraljackson@allstate.com,,Salesforce
10824239,Inactive Investor,Trent McBride,Financial Advisor,Edward Jones Huntington IN 2835 Guilford St,trent.mcbride@edwardjones.com,,Salesforce
10765940,Inactive Investor,Michael Lynch,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",mike_lynch@ml.com,,Salesforce
11068507,Inactive Investor,Holly Hollar,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,holly.hollar@fidelity.com,,Salesforce
345584,,Anne Ashworth,Financial Advisor,"Abacus Planning Group, Inc.",annemarie@abacusplanninggroup.com,803-933-0054,Manual List Upload
10487400,,Jaime Palmer,Managing Director,"View Capital RIA, LP",jpalmer@view-cap.com,,List Import
10646701,,Gerard O'Loughlin,,,jerry@larimercapital.com,,List Import
9588593,,Johnny Piquero,,,wiredbotz@gmail.com,,List import
11089741,Inactive Investor,Philip Chu,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9568149,,William Butler,,,forrest@fsrp.net,,List import
10842076,Inactive Investor,Christopher Romney,,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",romneyc@stifel.com,,Salesforce
10989756,Inactive Investor,Diego Chalco,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,diego.chalco@fidelity.com,,Salesforce
11133259,Inactive Investor,Michael Gallagher,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",michael_gallagher@ml.com,,Salesforce
10759485,Inactive Investor,Elbert Bledsoe,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",lee_bledsoe@ml.com,,Salesforce
10762414,Inactive Investor,David Cumming,Executive Financial Services Director;Financial Advisor;Senior Vice President,Morgan Stanley Saratoga Springs NY 340 Broadway,david.cumming@morganstanley.com,,Salesforce
9580994,,Roger Inkrott,,,rinkrott@sagepointadvisor.com,,List import
11155476,Inactive Investor,Jeffrey Hahn,,"PTS Brokerage, LLC Medford Lakes NJ Private Residence",jhahn@ptsbrokerage.com,,Salesforce
10606571,,Mark Axelowitz,"Family Office Consultant, Managing Director - Wealth Management, Private Wealth Advisor, Senior Portfolio Manager",UBS Financial Services Inc.,mark.axelowitz@ubs.com,212-821-7260,List Import
348508,,Markolf Markolf,"Member, Managing Member","New Heritage Capital, Llc",mjrolf@newheritagecapital.com,617-439-0688,Manual List Upload
10988490,Inactive Investor,Rafael Ortiz,,J.P. Morgan Securities LLC Centreville VA 5902 Old Centreville Rd,rafael.ortiz@jpmorgan.com,,Salesforce
10761820,Inactive Investor,Gary Anastasio,Financial Advisor,"Ameriprise Financial Services, LLC Syracuse NY 5786 Widewaters Pkwy",gary.j.anastasio@ampf.com,,Salesforce
10859477,Inactive Investor,Adriano Pisarri,Financial Strategist;Vice President,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",adriano.pisarri@equitable.com,,Salesforce
10647558,,Mason Hills,,,mhills@rcflp.com,,List Import
11208276,Inactive Investor,Anthony Watson,Advice Services Consultant,Thrivent Investment Management Inc.,anthony.watson@thrivent.com,,Salesforce
10851599,Inactive Investor,Jeremy Benoit,,"Cambridge Investment Research, Inc. Concord NH 19 Chenell Dr",,,Salesforce
10841385,Inactive Investor,Stephan Gabriel,Investment Advisor Representative,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",stephan.gabriel@oneamerica.com,,Salesforce
11065298,Inactive Investor,Margaret Jeffries,,"Manning & Napier Investor Services, Inc.",mjeffries@manning-napier.com,,Salesforce
11219694,,Joshua Webskowski,,,webskowskij@ceteranetworks.com,,Other
10762957,Inactive Investor,Madhavi Gibbs,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",madhavi_gibbs@ml.com,,Salesforce
9557774,,Aris Pratama,,,ariespratama979@gmail.com,,List import
10919332,Inactive Investor,Linda Lynch,Vice President,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",linda.e.lynch@wellsfargoadvisors.com,,Salesforce
11046104,Inactive Investor,Geoffrey Hulme,Chief Investment Officer,"Gerber, LLC",geoffrey.hulme@gerberclarity.com,,Salesforce
10777826,Inactive Investor,Brenton Harris,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
168755,,Hoang Quoc,,[Unknown],nguyenthquoc0808@gmail.com,,Organic Search
11034461,Inactive Investor,Brian Craig,,NYLIFE Securities LLC Minneapolis MN 3600 Minnesota Dr,bjcraig@ft.newyorklife.com,,Salesforce
10969866,Inactive Investor,Kathryn Thomas,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9596291,,Vincent Marsden,,,vmarsden@fpcm.net,,List import
10899731,Inactive Investor,Jared Emerick,Financial Advisor,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,jared.emerick@ubs.com,,Salesforce
9574089,,Paul Snyder,,,psnyder@wealthmanage.net,,List import
11055846,Inactive Investor,Lindsay Necci,,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,lindsay.necci@morganstanley.com,,Salesforce
9621802,,Chris Vella,,,cv11@ntrs.com,,List import
11190946,Inactive Investor,Douglas Woods,Director - Research,"HealthView Asset Management, Inc.",dwoods@healthviewria.com,,Salesforce
11048718,Inactive Investor,Daniel Stewart,,"Aegis Wealth Management, Inc. Glen Allen VA 4932 Dominion Blvd",,,Salesforce
9640766,,arnaud rare,,,gerebep758@xhypm.com,,List import
10770480,Inactive Investor,Jeffrey Izsak,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",jeffrey.izsak@wellsfargoadvisors.com,,Salesforce
10869710,Inactive Investor,Michael Milillo,,"Avantax Investment Services, Inc. Hauppauge NY 1300 Veterans Hwy",,,Salesforce
10765715,Inactive Investor,Jason Tarver,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jason_tarver@ml.com,,Salesforce
11142304,Inactive Investor,James Erickson,,LPL Financial LLC Burnsville MN 1613 Southcross Dr W,james.erickson@lpl.com,,Salesforce
11106576,Inactive Investor,Gina Liberto,Client Service Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,,,Salesforce
11089940,Inactive Investor,Suresh Raghavan,Chief Compliance Officer;Chief Investment Officer;Principal,MBR Financial,suresh@mbrfinancial.com,,Salesforce
11057577,Inactive Investor,Maryan Twible,,"Raymond James Financial Services, Inc. York ME 298 York St",maryan.twible@raymondjames.com,,Salesforce
10979676,Inactive Investor,Kevin Naquin,,J.P. Morgan Securities LLC Destrehan LA 12515 Airline Hwy,kevin.naquin@jpmorgan.com,,Salesforce
216332,,Nauman Malik,,[Unknown],nauman.dc@gmail.com,,Event
10892238,Inactive Investor,Rusty Hood,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Frisco TX 2591 Dallas Pkwy",rusty.hood@transamerica.com,,Salesforce
9601493,,Ann Mccorkindale,,,amccorkindale@honkamp.com,,List import
11093549,Inactive Investor,Angelica Nelson,Branch Director,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",angelica.nelson@rbc.com,,Salesforce
10835904,Inactive Investor,Marc Schiowitz,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Middleton MA 35 Village Rd,marc.e.schiowitz@morganstanley.com,,Salesforce
9576364,,Richard Lee,,,richlee808@outlook.com,,List import
11179076,Inactive Investor,Christine Martinez,,Commonwealth Financial Network San Diego CA 600 W Broadway,cmartinez@commonwealth.com,,Salesforce
10939190,Inactive Investor,Henry Harris,,Money Concepts Capital Corp Plano TX 5600 Tennyson Pkwy,hharris@moneyconcepts.com,,Salesforce
9632673,,Tracy Van Grack,,,tracy.vangrack@revolution.com,,List import
11128630,Inactive Investor,Graham Berry,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11085172,Inactive Investor,Jayesh Sharma,,NYLIFE Securities LLC Portage MI 1822 W Milham Ave,jsharma@ft.newyorklife.com,,Salesforce
10836335,Inactive Investor,Paul Mascagni,Senior Vice President - Wealth Management,UBS Financial Services Inc. Baton Rouge LA 7150 Jefferson Hwy,paul.mascagni@ubs.com,,Salesforce
370719,,leslie garson,,United States,les04@msn.com,,Salesforce
10789717,Inactive Investor,John Budziak,,"Mack Investment Securities, Inc. Palatine IL 1 W Northwest Hwy",john.budziak@macktracks.com,,Salesforce
11062161,Inactive Investor,Batkhuu Batjargal,Financial Advisor,LPL Financial LLC Oakley CA 2195 Main St,batkhuu.batjargal@lpl.com,,Salesforce
11007162,Inactive Investor,West Meyers,,"Avantax Investment Services, Inc.",,,Salesforce
149869,,Silke Ja?gel,,Silke JaÌˆgel,silke.jaegel@web.de,,Webinar
9598240,,Michael Henkes,,,mhenkes@financialengines.com,,List import
10963558,Inactive Investor,Brandon Maxwell,Client Specialist,Robert W. Baird & Co. Incorporated Cincinnati OH 312 Walnut St,,,Salesforce
10768779,Inactive Investor,Jonathan Collins,,"Zeus Financial, LLC",jack.a.collins@morganstanley.com,,Salesforce
9630347,,Brian Maier,,,iamteutonic@europe.com,,List import
220713,,Vesta Ferris,,[Unknown],vestafoster@me.com,,Direct
11078099,Inactive Investor,Scott Mead,,"Principal Securities, Inc.",,,Salesforce
10618935,,Mary Williams,,,mary.williams@rbc.com,,List Import
11120417,Inactive Investor,Christopher Poe,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",chris.poe@nm.com,,Salesforce
11157327,Inactive Investor,Tamara Kinzler,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Forks ND 3751 S Columbia Rd",kinzlert@stifel.com,,Salesforce
9552734,,Simon Tran,,,bitaloni247@gmail.com,,List import
232976,, -,,[Unknown],fredscamera@outlook.com,,
9629095,,Cameron Mennis,,,camennis15@gmail.com,,List import
10997259,Inactive Investor,Michael Emmons,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Newton Center MA 776 Beacon St,michael.emmons@jpmorgan.com,,Salesforce
9612399,,Julie Bucaro,,,jbucaro@bdfllc.com,,List Import
10867954,Inactive Investor,Richard Knudsen,Investment Advisor Representative,"William Joseph Capital Management, Inc. Bethel CT Private Residence",,,Salesforce
10857509,Inactive Investor,Nicholas Verbanic,Vice President,"Trubee Wealth Advisors, Inc. Buffalo NY 345 Main St",nverbanic@trubeewealth.com,,Salesforce
9544374,,James Paisley,,,james.paisley@asteracu.com,,List import
11141538,Inactive Investor,Sandra Epling,,State Farm VP Management Corp. Lewisburg WV 1120 Washington St E,,,Salesforce
9577624,,William Garofalo,,,wmgarofalo@comcast.net,,List import
10768199,Inactive Investor,Gregory Simpson,,"Northwestern Mutual Investment Services, LLC Madison MS 124 1 Madison Plz",scott.simpson@nm.com,,Salesforce
11195393,Inactive Investor,Lisa Wilson,,"N.I.S. Financial Services, Inc.",,,Salesforce
10648104,,Jessica Margetson,,,jessica.margetson@invictuspw.com,,List Import
9646863,,Chris Kelley,,,chris.kelley@honteinv.com,,List import
338169,,Elizabeth Campbell,Managing Director,Portfolio Advisors Llc,ecampbell@portad.com,203-662-3456,Manual List Upload
10835587,Inactive Investor,Tyler Beck,,"Raymond James Financial Services, Inc. Exton PA 211 Welsh Pool Rd",tyler.beck@raymondjames.com,,Salesforce
10784014,Inactive Investor,Trevor Sullivan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,trevor.sullivan@fidelity.com,,Salesforce
11119081,Inactive Investor,Ronny Knight,Financial Advisor,LPL Financial LLC Austin TX 4718 Duval St,ronny.knight@lpl.com,,Salesforce
9626684,,Nyiko Shivambu,,,shivambu.nds@gmail.com,,List import
11233702,Inactive Investor,Conor Mckoy,,Fidelity Brokerage Services LLC,,,Salesforce
10999471,Inactive Investor,Ytai Tarazi,,NYLIFE Securities LLC Cooper City FL Private Residence,etarazi@ft.newyorklife.com,,Salesforce
11123721,Inactive Investor,Kerry McMullen,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 121 Outerbelt St",kerry.m.mcmullen@ampf.com,,Salesforce
9640183,,Susan Vielhauer,,,svielhauer@brrh.com,,List import
9612749,,Alberto Miglia,,,albertinoooo@hotmail.com,,List import
9572255,,Maureen D'Alleva,,,mdalleva@angelogordon.com,,List import
11093788,Inactive Investor,William Davis,,"FBL Marketing Services, LLC Noblesville IN 1805 S 10th St",william.davis@fblfinancial.com,,Salesforce
10853517,Inactive Investor,Errol McCoy,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,errol_mccoy@vanguard.com,,Salesforce
10780632,Inactive Investor,Martina Vega,Financial Advisor,Edward Jones Valencia CA 26701 Mc Bean Pkwy,martina.vega@edwardjones.com,,Salesforce
11113799,Inactive Investor,James Lambert,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",james.lambert@valic.com,,Salesforce
11119772,Inactive Investor,Rohey Sillah,,Edward Jones Arlington TX 2907 Medlin Dr,,,Salesforce
11212256,Inactive Investor,Dale Jurek,First Vice President - Investments,"Raymond James & Associates, Inc. Saginaw MI 4215 Fashion Square Blvd",dale.jurek@raymondjames.com,,Salesforce
10955313,Inactive Investor,Gabriel Gehret,,LPL Financial LLC Mobile AL 820 S University Blvd,gabriel.gehret@lpl.com,,Salesforce
9606444,,Paksiri Wongthanyawat,,,paksiriwongthanyawat@gmail.com,,List import
11154992,Inactive Investor,Frank Trotta,Financial Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",frank.trotta@ampf.com,,Salesforce
10774012,Inactive Investor,Keith Chasen,Market Supervision Manager;Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",keith.chasen@ml.com,,Salesforce
11210594,Inactive Investor,Parker Jackson,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,parker.jackson@fmr.com,,Salesforce
10981569,Inactive Investor,Yelena Varenytsia,,Comerica Securities,yvarenytsia@comerica.com,,Salesforce
10974613,Inactive Investor,Joel Koerner,Financial Advisor,Natural Investments Louisville KY 1927 Harvard Dr,joel@naturalinvestments.com,,Salesforce
10828493,Inactive Investor,Joseph Hulbert,Financial Advisor;First Vice President,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,joseph.hulbert@morganstanley.com,,Salesforce
9566329,,Zachary Hubbard,,,zach.hubbard@greenspringadvisors.com,,List import
10962560,Inactive Investor,Jeffrey Cole,,"Raymond James Financial Services, Inc.",jeffrey.cole@raymondjames.com,,Salesforce
11233146,Inactive Investor,Michael Koltz,,"Avantax Investment Services, Inc. Augusta GA 147 Davis Rd",,,Salesforce
150171,,Nicole Emeka-Ugwuadu,,[Unknown],nicole.emekaugwuadu@gmail.com,,Webinar
9633933,,Drew Walsh,,,dwalsh@rexshares.com,,List import
374021,,Jermaine Maston,,[Unknown],jrobertmaston85@gmail.com,,source
11046136,Inactive Investor,Daniel Choy,,GWN Securities Inc. Honolulu HI 1188 Bishop St,dchoy@gwnsecurities.com,,Salesforce
237196,, -,,[[Unknown]],kazmania1969@mac.com,,
10903758,Inactive Investor,Leigh Blackiston,Financial Advisor,Morgan Stanley Geneva NY 821 Pre Emption Rd,leigh.blackiston@morganstanley.com,,Salesforce
9625101,,Bryan LYU,,,476712811@qq.com,,List import
10837809,Inactive Investor,Peter Glanville,,"Northland Securities, Inc.",pglanville@northlandsecurities.com,,Salesforce
11145904,Inactive Investor,Claudio Ravinet,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
10891161,Inactive Investor,Mark Salzberg,Chief Compliance Officer,"MIO Partners, Inc. New York NY 245 Park Ave",mark_salzberg@miopartners.com,,Salesforce
10961393,Inactive Investor,Mingming Hu,Associate,Morgan Stanley Mequon WI 11501 N Port Washington Rd,mingming.hu@morganstanley.com,,Salesforce
10850176,Inactive Investor,Critt Walton,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",critt.walton@rbc.com,,Salesforce
11162458,Inactive Investor,Robyn Williams,Financial Advisor,Edward Jones Osage City KS 622 Market St,robyn.williams@edwardjones.com,,Salesforce
11234825,Inactive Investor,Kaitlyn Laney,Financial Advisor,Sowell Management Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10901748,Inactive Investor,Merlin Santjer,,Cetera Advisor Networks LLC Dubuque IA 501 Bell St,merle.santjer@ceterawealth.com,,Salesforce
11075495,Inactive Investor,Arturo Don Duasso,Wealth Advisor,Bayshore Wealth Advisors,,,Salesforce
11139064,Inactive Investor,Ziomara Reyes,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
128495,,Evan Levy,,Lido Advisors,elevy@lidoadvisors.com,(310) 278-8232,
9591088,,Chris Fenner,,,cmfenner@gmail.com,,List import
10853442,Inactive Investor,Jeremy Ingram,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Co-President;Founder,Beacon Harbor Wealth Advisors,jeremy.ingram@beaconharborwealth.com,,Salesforce
11042673,Inactive Investor,Shelley Ferro,Founder;President,"Ferro Financial, LLC",shelleyferro@ferrofinancial.com,,Salesforce
10992723,Inactive Investor,Katie Blechschmidt,Private Wealth Advisor,"FMI Financial, Ltd. Oak Brook IL Private Residence",,,Salesforce
9559130,,Emilia Picco,,,emilia@frontlines.io,,List import
11032316,Inactive Investor,Vito Ferri,,"Farmers Financial Solutions, LLC Arlington Heights IL 1447 E Palatine Rd",vito.mferri@farmersagency.com,,Salesforce
372014,,JING ZHANG,,China,zhangjingcreate@gmail.com,,Salesforce
11201451,Inactive Investor,Jessica Lin,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jessica.lin@ubs.com,,Salesforce
10988468,Inactive Investor,Gabriella Koziol,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",gabriella.tashjian@equitable.com,,Salesforce
10961308,Inactive Investor,Jeffrey Sears,Chief Compliance Officer;Founder;Manager;Owner;Principal,Fondren Oaks Capital Management,jsears@fondrenoakscapital.com,,Salesforce
10616351,,Daniel Ryan,,,daniel.ryan@citi.com,,List Import
11090265,Inactive Investor,Luis Gonzalez,,LPL Financial LLC Laredo TX 1200 San Bernardo Ave,luis.gonzalez@lpl.com,,Salesforce
10996645,Inactive Investor,Laura Carrera,,Transitional Broker LLC,,,Salesforce
11122645,Inactive Investor,Rex Moar,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",rex.moar@equitable.com,,Salesforce
11142946,Inactive Investor,Margaret Triesch,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",ellie.triesch@ml.com,,Salesforce
10769951,Inactive Investor,David Jones,,Leerink Partners LLC,david.jones@leerink.com,,Salesforce
10906065,Inactive Investor,Lilly Lanwermeyer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10851572,Inactive Investor,Francis Walsh,Financial Planner;Founder;Member;Owner,Opulus,,,Salesforce
11001847,Inactive Investor,Stephen Gilley,Wealth Planning Advisor,"Osaic FA, Inc. Houston TX 1330 Post Oak Blvd",stephen.gilley@lfg.com,,Salesforce
10486802,,Lathen Hardy,"Financial Consultant, Vice President","Charles Schwab & Co., Inc.",lathen.hardy@gmail.com,,List Import
11038180,Inactive Investor,Kathryn Zill,,The Huntington Investment Company Grayling MI 305 E Michigan Ave,kathryn.zill@huntington.com,,Salesforce
10794074,Inactive Investor,Daniel Tohill,Wealth Advisor,Thrivent Investment Management Inc. Hauppauge NY 150 Motor Pkwy,daniel.tohill@thrivent.com,,Salesforce
10894268,Inactive Investor,Amy Taylor,Investment Advisor Representative;Registered Principal,LPL Financial LLC Arcata CA 1400 10th St,amy.taylor@lpl.com,,Salesforce
10962322,Inactive Investor,James Boyd,,NYLIFE Securities LLC Watertown SD Private Residence,jboyd01@ft.newyorklife.com,,Salesforce
248212,,Nicholas Bellios,Manager,CME Group,nicholas.bellios@gmail.com,,Manual List Upload
11031329,Inactive Investor,Reginald Johnson,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",reginald.johnson@ml.com,,Salesforce
10764768,Inactive Investor,Susan Outzen,Financial Advisor,Morgan Stanley Claremont CA 456 W Foothill Blvd,susan.outzen@morganstanley.com,,Salesforce
10949378,Inactive Investor,Adi Dement,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10948533,Inactive Investor,Mark Oltman,,J.P. Morgan Securities LLC Sterling Heights MI 5601 Metropolitan Pkwy,mark.a.oltman@jpmorgan.com,,Salesforce
11048829,Inactive Investor,Travis Cook,Chief Compliance Officer;Managing Member,"Ridgeline Asset Management, LLC",,,Salesforce
9588344,,Jennifer Ropiak,,,jen@tpmetals.com,,List import
11112440,Inactive Investor,Allison Hughes,,D.A. Davidson & Co. Denver CO 1550 Market St,,,Salesforce
11158414,Inactive Investor,Leonard Rich,,Joseph Gunnar & Co. LLC,lrich@jgunnar.com,,Salesforce
10887533,Inactive Investor,William Stephens,,LPL Financial LLC Ann Arbor MI 2512 Carpenter Rd,william.stephens@lpl.com,,Salesforce
9589524,,Matthew Swendiman,,,mswendiman@crewcapital.com,,List import
11144737,Inactive Investor,Jonathan Martin,,Innovation Partners LLC,jmartin@innovationpartnersllc.com,,Salesforce
11206622,Inactive Investor,Jill Knoll,,LPL Financial LLC Stockton CA 338 E Lindsay St,jill.knoll@lpl.com,,Salesforce
10437651,,Joe V.,,,jvito211@gmail.com,,Web Form Fillout
11190816,Inactive Investor,Jonny Wang,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,jonny.s.wang@jpmorgan.com,,Salesforce
9590338,,Andi Nabila Haura Juwita,,,bill.zyx723@gmail.com,,List import
9596478,,Andrew Scattergood,,,ascattergood@wealthenhancement.com,,List import
10984713,Inactive Investor,Scott Craig,,"Waverly Advisors, LLC Atlanta GA 3300 Riverwood Pkwy SE",scott.craig@waverly-advisors.com,,Salesforce
9624051,,GERARD KINZLER,,,jkinzler2@yahoo.com,,List import
10808780,Inactive Investor,Jeremy Keller,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,jeremy.keller@ubs.com,,Salesforce
11067773,Inactive Investor,William Romley,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,bill.romley.jxeh@statefarm.com,,Salesforce
10658323,,Thomas Zachar,,,tom.zachar@psc.com,,List Import
11098354,Inactive Investor,David Wood,,"Moloney Securities Co., Inc.",dwood@moseco.com,,Salesforce
9584791,,William Billings,,,william.billings@transamerica.com,,List import
10836742,Inactive Investor,Michele Anger,,"Raymond James Financial Services, Inc. Fort Wayne IN 10211 Auburn Park Dr",,,Salesforce
11209469,Inactive Investor,Masashi Yamamoto,,PFG Advisors Berkeley CA 2350 Shattuck Ave,,,Salesforce
10777648,Inactive Investor,Jessica Buchanan,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",jessica.buchanan@ml.com,,Salesforce
10644245,,Kevin Kalus,,,kevin.kalus@jpmorgan.com,,List Import
10759257,Inactive Investor,Alexander Ljubimow,Senior Vice President,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,alexander.ljubimow@ubs.com,,Salesforce
10848274,Inactive Investor,Jack Crow,,Cetera Advisors LLC Muskogee OK 2019 N Main St,,,Salesforce
11104058,Inactive Investor,William Lyon,Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,william.lyon@morganstanley.com,,Salesforce
11151374,Inactive Investor,Maren Boudra,Authorized Officer;Client Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,maren.boudra@ubs.com,,Salesforce
11019465,Inactive Investor,Jeremy Vlach,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",jeremy.vlach@rbc.com,,Salesforce
10997355,Inactive Investor,Victorea Smith,,J.P. Morgan Securities LLC Atlanta GA 1215 Caroline St NE,victorea.smith@jpmorgan.com,,Salesforce
220089,,William Miceli,,[Unknown],wmiceli358@gmail.com,,
11182494,Inactive Investor,Robert Cody,Financial Planner,LPL Financial LLC Allen TX 790 S Watters Rd,robert.a.cody@lpl.com,,Salesforce
10960891,Inactive Investor,Robert Peat,,"First Command Brokerage Services, Inc. Burlington MA 78 Blanchard Rd",rbpeat@firstcommand.com,,Salesforce
145370,,Dean Douglas,,[Unknown],dean_dgls@yahoo.co.uk,,source
10612764,,Michael Oconnell,Financial Advisor,,mike.o@wealthmanagegroup.com,,List Import
9620435,,Guangbo Zhang,,,zgbnorman@gmail.com,,List import
11059471,Inactive Investor,Garry Underhill,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,garry.underhill@primerica.com,,Salesforce
9592974,,Fritz Porter,,,fritz.porter@westendadvisors.com,,List import
10998521,Inactive Investor,Dylan Ruby,,"Osaic Wealth, Inc. Manitowoc WI 2316 Washington St",,,Salesforce
10802712,Inactive Investor,Trine Ford,,UBS Financial Services Inc. Boulder CO 1801 13th St,trine.ford@ubs.com,,Salesforce
10943156,Inactive Investor,Jonah Rosenberg,,Fidelity Brokerage Services LLC,,,Salesforce
10859982,Inactive Investor,Adrian Podsednik,,"Avantax Investment Services, Inc.",,,Salesforce
11195724,Inactive Investor,Daniel Sherry,,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",daniel.sherry@ampf.com,,Salesforce
10878422,Inactive Investor,Christopher Mitchell,Financial Advisor,Edward Jones Spearfish SD 200 N Main St,chris.mitchell@edwardjones.com,,Salesforce
10967463,Inactive Investor,Laura Mecier,,Goldman Sachs & Co.,,,Salesforce
9629968,,Derryl Bohanna,,,derrylbohanna@hotmail.com,,List import
11168768,Inactive Investor,Letha Scolley,Financial Advisor,Edward Jones Carmel IN 4652 Killarney Dr,letha.scolley@edwardjones.com,,Salesforce
11062285,Inactive Investor,William Turner,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,,,Salesforce
11138685,Inactive Investor,Anthony Rocco,,"Raymond James Financial Services, Inc. Wilton CT 44 Old Ridgefield Rd",anthony.j.rocco@raymondjames.com,,Salesforce
11119924,Inactive Investor,Kara Thorn,Vice President - Wealth Management,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",kara.thorn@raymondjames.com,,Salesforce
9604251,,Demetrius Stanton,,,d.stanton256@gmail.com,,List import
11129687,Inactive Investor,Thomas Jenkins,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,thomas.jenkins@ubs.com,,Salesforce
9566591,,Revi Hardian,,,revihardian061@gmail.com,,List import
11004857,Inactive Investor,Cristian Aguilar Bustos,,J.P. Morgan Securities LLC Glendale Heights IL 2150 Bloomingdale Rd,cristian.aguilar-bustos@jpmorgan.com,,Salesforce
11002097,Inactive Investor,James Taylor,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
11093359,Inactive Investor,Jay Smith,Managing Director - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,tom.smith@ubs.com,,Salesforce
10753993,Inactive Investor,James Duddey,,Fidelity Brokerage Services LLC,,,Salesforce
11082262,Inactive Investor,Scott McMichael,,PFS Investments Inc. Springfield VA 7420 Alban Station Blvd,scott.mcmichael@primerica.com,,Salesforce
10951359,Inactive Investor,Joronn Johnson,,"Wells Fargo Clearing Services, LLC Palmdale CA 1006 E Palmdale Blvd",joronn.johnson@wellsfargo.com,,Salesforce
231427,, -,,[[Unknown]],araujo.luizf@gmail.com,,Organic Search
11094907,Inactive Investor,Ryan Murphy,Investment Advisor Representative;Owner;President,"Pacific Coast Investment Advisors, LLC",,,Salesforce
10791452,Inactive Investor,Arben Gecaj,,Cabot Lodge Securities LLC White Plains NY 245 Main St,arben.gecaj@clsecurities.com,,Salesforce
10775225,Inactive Investor,Alfred Opas,,LPL Financial LLC Saint Joseph MI 815 Main St,aj.opas@lpl.com,,Salesforce
9548558,,Donald Bentley,,,donald@familywg.com,,List import
10895824,Inactive Investor,John Donaghy,,Founders Financial Securities LLC Cockeysville MD 201 International Cir,,,Salesforce
10910676,Inactive Investor,Gary Yu,,"Raymond James Financial Services, Inc. Kapolei HI 590 Farrington Hwy",gary.yu@raymondjames.com,,Salesforce
224108,,George Easter,Vice President,"Advisors Asset Management, Inc.",geaster@aamportfolios.com,855-593-5150,
10882336,Inactive Investor,Steven Fisher,Financial Advisor,Edward Jones Valdese NC 130 Main St W,steve.fisher@edwardjones.com,,Salesforce
10929730,Inactive Investor,Douglas Cakert,Vice President,"TC Financial Management, Co Inc.",,,Salesforce
11098502,Inactive Investor,Caroline Commaroto Weiss,,J.P. Morgan Securities LLC,caroline.commaroto-weiss@jpmorgan.com,,Salesforce
10863054,Inactive Investor,Virginie Dienemann,,PFS Investments Inc. Hialeah FL 2300 W 84th St,virginie.dienemann@primerica.com,,Salesforce
9544975,,Matt Laboe,,,matt.laboe@harborfunds.com,,List import
11084576,Inactive Investor,Kevin West,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Spokane WA 717 W Sprague Ave,kevin.west@morganstanley.com,,Salesforce
48936,,Khai Le,Senior District Vice President,"VALIC Financial Advisors, Inc.",khai.le@valic.com,312-214-8870,
10965195,Inactive Investor,Craig Kopka,Associate,Edward Jones Swansboro NC 686 W Corbett Ave,craig.kopka@edwardjones.com,,Salesforce
97964,,Lawrence Newhook,President & Chief Investment Officer,Alpha Innovations,lcn@alphainnovations.io,6462901180,
10952308,Inactive Investor,George Evans,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10954220,Inactive Investor,Daniel Delaney,Financial Consultant,"Ameriprise Financial Services, LLC Portsmouth NH 25 Chestnut St",daniel.delaney@ampf.com,,Salesforce
11031982,Inactive Investor,Zackery Gholston,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",zackery.gholston@robinhood.com,,Salesforce
11233539,Inactive Investor,Shalimar Meredith,,"Ameriprise Financial Services, LLC Charlotte NC 300 S Tryon St",,,Salesforce
11019967,Inactive Investor,Michael Allen,,Thrivent Investment Management Inc.,michael.allen@thrivent.com,,Salesforce
10984781,Inactive Investor,Joseph Jack,,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",joseph.jack@tiaa.org,,Salesforce
10874534,Inactive Investor,Richard Lake,,"Allstate Financial Services, LLC Richmond IN 1025 S A St",richardlake@allstate.com,,Salesforce
11086185,Inactive Investor,Stephen Camilli,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",stephen.camilli@valic.com,,Salesforce
10662063,,Annahita Haghgooie,,,ahaghgooie@sandboxindustries.com,,List Import
11223184,,Brent Robbs,,,brent.robbs@larson.com,,List Import
10983934,Inactive Investor,Jonathan Furest,Financial Coach,"First Financial Coaching, Inc.",jonathanfurest@yourfinancialcoach.com,,Salesforce
10791732,Inactive Investor,Anthony D'Ascoli,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Delray Beach FL 110 E Atlantic Ave,anthony.dascoli@opco.com,,Salesforce
11069407,Inactive Investor,Linda Ossad,,Cetera Advisor Networks LLC New York NY Private Residence,lossad@ceteranetworks.com,,Salesforce
11188123,Inactive Investor,Ellen Vetromile,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,ellen.vetromile@morganstanley.com,,Salesforce
10881723,Inactive Investor,James Lathrop,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Oklahoma City OK 6301 Waterford Blvd",james.lathrop@stifel.com,,Salesforce
11099242,Inactive Investor,Jon Bennett,Financial Advisor Trainee,Edward Jones Abilene TX 4150 Southwest Dr,,,Salesforce
10978863,Inactive Investor,Hina Jumani,Assistant Vice President,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
9590875,,Jewelz QIU,,,jewelz.qiu@gmail.com,,List import
11254594,Inactive Investor,John Oakley,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,john.oakley@leerink.com,,Salesforce
10978121,Inactive Investor,Amy Weber,,"Raymond James & Associates, Inc.",amy.weber@raymondjames.com,,Salesforce
31813,,Sandra Kane,Senior Vice President,"SunTrust Advisory Services, Inc.",sandra.kane@suntrust.com,615-748-5478,
10615141,,Douglas Weinmann,Financial Advisor,,douglas.weinmann@morganstanley.com,,List Import
10803687,Inactive Investor,Samuel Swift,Advisor;Chief Executive Officer;President;Shareholder,"TCI Wealth Advisors, Inc.",sam.swift@tciwealth.com,,Salesforce
10756128,Inactive Investor,Richard Sanborn,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President;Wealth Advis,Morgan Stanley Houston TX 2800 Post Oak Blvd,richard.h.sanborn@morganstanley.com,,Salesforce
9644257,,John Mussey,,,johnmussey823@gmail.com,,List import
11098738,Inactive Investor,Emily Endres,Associate Vice President;Financial Advisor;Vice President,Morgan Stanley Berwyn PA 899 Cassatt Rd,emily.endres@morganstanley.com,,Salesforce
10935499,Inactive Investor,Ashley Robinson,,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",,,Salesforce
10896564,Inactive Investor,Monicque Maciel,,PFS Investments Inc. Lockhart TX 1013 W San Antonio St,monicque.maciel@primerica.com,,Salesforce
11194039,Inactive Investor,John Smith,,NYLIFE Securities LLC Rochester NY 3708 Saint Paul Blvd,,,Salesforce
11055023,Inactive Investor,Deborah Kearney,Assistant Vice President;Director,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,deb.kearney@morganstanley.com,,Salesforce
11121727,Inactive Investor,Timothy Levert,Private Client Banker,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,timothy.levert@jpmorgan.com,,Salesforce
11140480,Inactive Investor,Michael Shea,Branch Manager;Senior Vice President,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,mdshea@rwbaird.com,,Salesforce
10757612,Inactive Investor,Charles Dear,Lead Advisor,"Cambridge Investment Research, Inc. Riverside CT 15 Wilmot Ln",%20cdear@rfginvest.com,(203) 409-6253,Salesforce
10886222,Inactive Investor,Bart Reider,,Fidelity Brokerage Services LLC,,,Salesforce
11102886,Inactive Investor,Brian Kornelis,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",brian.kornelis@nm.com,,Salesforce
11035276,Inactive Investor,Stacey Martinez-Huff,Senior Client Associate,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",stacey.martinez@wellsfargoadvisors.com,,Salesforce
11178878,Inactive Investor,Christopher Fovel,,LPL Financial LLC Rochester NY 225 Chestnut St,christopher.fovel@lpl.com,,Salesforce
11236607,Inactive Investor,Francisco Sanchez,Associate Wealth Advisor,Krilogy Dallas TX 325 N Saint Paul St,fsanchez@krilogy.com,,Salesforce
9598532,,Douglas Leeson,,,dleeson@iragroup.com,,List import
9550179,,Jason Oestreicher,,,jason.oestreicher@valic.com,,List import
10925186,Inactive Investor,Gary Luck,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9561437,,Catherine NEKAVAND,,,catherine.nekavand@gmail.com,,List import
11030947,Inactive Investor,Cynthia Gayot,,J.P. Morgan Securities LLC Miami FL 12600 NW 7th Ave,cynthia.gayot@jpmorgan.com,,Salesforce
9620049,,David Long,,,dlong5241@gmail.com,,List import
340481,,Jerome Peters,"Managing Member, Energy Power Management I, Llc And Energy Power Partners Gp I, L.l.c.","Energy Power Management I, Llc",jerry.peters@energypowerpartners.com,610-557-1870,Manual List Upload
9544095,,Thomas Lee,,,tommyboy5@verizon.net,,List import
10791564,Inactive Investor,Joshua Webb,Financial Advisor,"Wells Fargo Clearing Services, LLC Blacksburg VA 200 Country Club Dr SW",joshua.webb@wellsfargoadvisors.com,,Salesforce
9546276,,Maria MALO,,,malito82@hotmail.com,,List import
10914652,Inactive Investor,Emily Wade,Operations Manager,"Ameriprise Financial Services, LLC Tucson AZ 2484 E River Rd",emily.wade@ampf.com,,Salesforce
11209723,Inactive Investor,Jessica Malafronte,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,jessica.zetterlund@fidelity.com,,Salesforce
10845932,Inactive Investor,Thomas McIlwee,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley York PA 221 W Philadelphia St,thomas.mcilwee@morganstanley.com,,Salesforce
11023391,Inactive Investor,Frank Holder,,"Allstate Financial Services, LLC Galveston TX 2121 Market St",frankholder@allstate.com,,Salesforce
10828188,Inactive Investor,Jeanna Deane,Senior Client Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,jeanna.abaca@jpmorgan.com,,Salesforce
11113393,Inactive Investor,Christopher Pena,Financial Advisor,Morgan Stanley Kingston NY 91 N Front St,christopher.pena@morganstanley.com,,Salesforce
10898541,Inactive Investor,Henry Vasquez,Client Relationship Manager,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",henry.vasquez@ampf.com,,Salesforce
10816075,Inactive Investor,Kenneth Sheung,,NYLIFE Securities LLC Philadelphia PA 205 N 9th St,ksheung@ft.newyorklife.com,,Salesforce
9628382,,Jim Holleran,Director of ETF Product Management,BNY Mellon,james.holleran@bnymellon.com,,List import
11157707,Inactive Investor,Justin Drake,Chief Marketing Officer,"Polaris Financial Partners, LLC",,,Salesforce
10842080,Inactive Investor,David Murdoch,Founder;Member;Senior Advisor,Lind Capital Partners Winnetka IL 1 Northfield Plz,david.murdoch@lindcapitalpartners.com,,Salesforce
9594469,,Paul Carey,,,paul.carey@celerescapital.com,,List import
8480743,,Andrew Benton,,Benjamin F. Edwards & Co.,andy.benton3@benjaminfedwards.com,(402) 325-1170,List Import
11129065,Inactive Investor,Arthur Percario,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10802374,Inactive Investor,Joseph Depaula,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,joe.depaula@ubs.com,,Salesforce
9616041,,Jay Hodgson,,,jay_hodgson51@hotmail.com,,List import
11230359,Inactive Investor,Laura McPhail,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10901829,Inactive Investor,Amy Moss,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",amy.moss@ml.com,,Salesforce
10905650,Inactive Investor,Monique Ambers,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,moniqueambers@statefarm.com,,Salesforce
9582611,,Amberly Thurston,,,athurston@royalaa.com,,List import
9628071,,Bruce Marshall,,,bruce.marshall@hotmail.com,,List import
10895599,Inactive Investor,Jenna Thornton,,United Planners' Financial Services of America A Limited Partner Chandler AZ 179 W Harrison St,,,Salesforce
10934176,Inactive Investor,Joseph Weiser,Financial Professional,"Voya Financial Advisors, Inc. Baton Rouge LA 5525 Galeria Dr",joe.weiser@voyafa.com,,Salesforce
10960745,Inactive Investor,Joshua Tootle,,"VALIC Financial Advisors, Inc. Vancleave MS Private Residence",,,Salesforce
11035388,Inactive Investor,Chandler Edwards,Financial Services Professional,"Pruco Securities, LLC. Mobile AL Private Residence",chandler.edwards@prudential.com,,Salesforce
11086762,Inactive Investor,Lydia Kerr,Private Client Investment Associate,J.P. Morgan Securities LLC North Canton OH 219 N Main St,lydia.e.kerr@jpmorgan.com,,Salesforce
9622185,,Derik Welch,,,derik@lendingalliance.net,,List import
10505219,,Jonathan Hollingsworth,VP Strategy and Execution,Regions,jonathan.hollingsworth@regions.com,205-337-1119,List Import
5068,, -,,[[Unknown]],jon.steiger@gmail.com,,Initial Salesforce Import
10830401,Inactive Investor,Nolan Jeter,Financial Advisor,Edward Jones Atlanta GA 900 Circle 75 Pkwy SE,nolan.jeter@edwardjones.com,,Salesforce
11048124,Inactive Investor,Vivian Mui,,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
10877442,Inactive Investor,Joshua Garland,Chief Compliance Officer;Chief Executive Officer;Owner,Shepherd Wealth Management,jcgarland@shepherdwm.com,,Salesforce
10757222,Inactive Investor,Kyle Kost,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",kyle.kost@ml.com,,Salesforce
11012999,Inactive Investor,Derrick Pickerill,,J.P. Morgan Securities LLC Chapel Hill NC 133 W Franklin St,,,Salesforce
10822623,Inactive Investor,Chappell Hill,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 670 S Perry St",,,Salesforce
7820067,,Loreta O'Hanlon,,,editor@ledgernomic.com,,Web Form Fillout
10921312,Inactive Investor,Brandon Kling,Premier Banker,"Wells Fargo Clearing Services, LLC Albuquerque NM 11199 Montgomery Blvd NE",brandon.kling@wellsfargoadvisors.com,,Salesforce
347874,,Heather Atkins,,Johnson Brunetti,hatkins@johnsonbrunetti.com,860-372-4800,
10966195,Inactive Investor,Devin Bettmann,Associate,Edward Jones Cedar Rapids IA 1221 Park Pl NE,devin.bettmann@edwardjones.com,,Salesforce
11037556,Inactive Investor,William Tanner,Wealth Management Associate,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",william.tanner@equitable.com,,Salesforce
11083401,Inactive Investor,Jack Wambach,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",jack.wambach@nm.com,,Salesforce
11141299,Inactive Investor,David Westmoreland,,"American Fidelity Securities, Inc.",david.westmoreland@americanfidelity.com,,Salesforce
11199870,Inactive Investor,Erin Vickery,Financial Advisor,Old Peak Finance,erin.vickery@oldpeakfinance.com,,Salesforce
11117719,Inactive Investor,William Ashman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.ashman@fidelity.com,,Salesforce
10787876,Inactive Investor,Steven Watts,,"Truist Investment Services, Inc. Harrisonburg VA 180 E Market St",steven.watts@truist.com,,Salesforce
9626902,,Jermaine Maston,,,jrobertmaston85@gmail.com,,List import
10922125,Inactive Investor,Chase Leach,Chief Compliance Officer;Founder;Investment Advisor Representative;President,Midwest Wealth Management Inc,chase@midwestwm.com,,Salesforce
10829322,Inactive Investor,Alejandra Alvarez,Portfolio Manager;Vice President,Morgan Stanley,,,Salesforce
9606730,,David Leibowitz,,,david@lebobtc.com,,List import
11075609,Inactive Investor,James Decandia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",james.decandia@ml.com,,Salesforce
10865599,Inactive Investor,Balaram Kaimal,Financial Advisor,"Ameriprise Financial Services, LLC Cuyahoga Falls OH 2104 Front St",balaram.k.kaimal@ampf.com,,Salesforce
1003037,Inactive Investor,Emmett FitzGerald,,Aspect Capital Limited,emmett.fitzgerald@aspectcapital.com,,3rd Party Lead Gen
10926698,Inactive Investor,Vinicius Neves Hiratuka,Chief Compliance Officer;Financial Advisor,Elevated Retirement Financial Services,vhiratuka@elevatedretirement.com,,Salesforce
10852784,Inactive Investor,William Hyman,Financial Advisor,LPL Financial LLC Purchase NY 3010 Westchester Ave,bill.hyman@lpl.com,,Salesforce
11229840,Inactive Investor,Daniel Guadalupe,Financial Representative,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",,,Salesforce
10971957,Inactive Investor,Kimberly Kjerstad,,"MML Investors Services, LLC Amarillo TX 2201 Civic Cir",,,Salesforce
7229647,,Minto Khan,,,mintokhanqtr@gmail.com,,Web form fillout
11135673,Inactive Investor,Joseph Schoff,Financial Advisor,"Raymond James & Associates, Inc. Wilmington DE 200 Bellevue Pkwy",joseph.schoff@raymondjames.com,,Salesforce
10789942,Inactive Investor,Andrew Dropkin,,"Kestra Investment Services, LLC Dallas TX 16400 Dallas Pkwy",adropkin@kestrafinancial.com,,Salesforce
10911622,Inactive Investor,Hannah Gohmert,Chief Compliance Officer,Keller Wealth Advisors,hgohmert@kellercpas.com,,Salesforce
11179984,Inactive Investor,Michael Risener,,"W&S Brokerage Services, Inc. Metairie LA 1 Galleria Blvd",,,Salesforce
11131660,Inactive Investor,David Hedrick,Investment Advisor Representative,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,,,Salesforce
9570517,,Craig McBeth,,,cjm@judsonllc.com,,List import
11124610,Inactive Investor,Kathryn Condon,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,,,Salesforce
11079133,Inactive Investor,Neil Rinehart,First Vice President - Wealth Management;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",neil.rinehart@ml.com,,Salesforce
9620760,,Szablis Klee,,,szablis@fullcircleadvisors.com,,List import
11020873,Inactive Investor,Raluca Radan,,SECU Brokerage Services Raleigh NC 1621 Pacific Dr,raluca.radan@ncsecu.org,,Salesforce
10857733,Inactive Investor,Deborah Towers,Financial Advisor,Commonwealth Financial Network Parker CO 17910 Cottonwood Dr,dtowers@commonwealth.com,,Salesforce
11168767,Inactive Investor,Tyler Ewing,Financial Advisor,Edward Jones Rock Falls IL 907 W Rock Falls Rd,tyler.ewing@edwardjones.com,,Salesforce
11209432,Inactive Investor,Gretchen Regan,Relationship Manager;Vice President,"Mill Creek Capital Advisors, LLC",gregan@millcreekcap.com,,Salesforce
10769917,Inactive Investor,Jerry Roberts,,Arvest Wealth Management Springdale AR 3858 S Thompson St,jerry.roberts@arvest.com,,Salesforce
9610328,,Ron -,,,rpilgrim@live.com,,List import
9565548,,gttg huiyter,,,gtg@gtf.com,,List import
11007404,Inactive Investor,Brendan Hammond,Associate,Neuberger Berman BD LLC,brendan.hammond@nb.com,,Salesforce
9626698,,Daniel Garniron,,,dan@garniron.com,,List import
372356,,Martin Killgallon,,United States,mlk3@ohioart.com,,Salesforce
10932825,Inactive Investor,El Gueye,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,,,Salesforce
11103191,Inactive Investor,Nathan Stallings,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,nstallings.bmk5303@primerica.com,,Salesforce
11014475,Inactive Investor,Jose Lara,,J.P. Morgan Securities LLC Portage IN 3275 Willowcreek Rd,jose.lara@jpmorgan.com,,Salesforce
11235538,Inactive Investor,Kayla Stowe,Financial Advisor,Lakeridge Wealth Management LLC,kayla@lakeridgewm.com,,Salesforce
9647538,,Russ Armstrong,,,russ11720@yahoo.com,,List import
67027,,Drew Constanzer,"Financial Consultant, Partner",Thrivent Investment Management Inc.,drew.constanzer@thrivent.com,215-527-6363,
11010924,Inactive Investor,Dean Hershkowitz,Financial Advisor,Edward Jones Saint Petersburg FL 4701 Central Ave,dean.hershkowitz@edwardjones.com,,Salesforce
6100435,,Frank Sunkwa,,,sunkwaobengfrank.sof@gmail.com,,Web Form Fillout
11231180,Inactive Investor,Hunter Keim,Client Assistant,Robert W. Baird & Co. Incorporated Midland MI 3320 Ridgecrest Dr,hkeim@rwbaird.com,,Salesforce
10487200,,Isaac Cerpa,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",isaac.cerpa@ml.com,,List Import
175022,,Douglas Gorence,President and CIO,[Unknown],doug@umfia.org, +1 612 767 1253,Database Upload
10661797,,David Yeh,,,dyeh@wealthydoctorinstitute.com,,List Import
10879962,Inactive Investor,Lizbeth Menjivar,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,lizbeth.menjivar@fmr.com,,Salesforce
11031988,Inactive Investor,Andrea Salazar Espinoza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11144780,Inactive Investor,Mark Rosenthal,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Wellesley Hills MA 112 Worcester St,mark.d.rosenthal@morganstanley.com,,Salesforce
9596579,,Patrick Dominguez,,,pdominguez@vectorcapital.com,,List import
11209347,Inactive Investor,Steven Pilkerton,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Washington DC 1845 K St NW",,,Salesforce
164089,,Edward Paulsson,,[Unknown],edward.paulsson@gmail.com,,Direct
11003089,Inactive Investor,Eric Howsley,Financial Advisor,LPL Financial LLC Reno NV 5305 Reno Corporate Dr,eric.howsley@lpl.com,,Salesforce
10864469,Inactive Investor,Angelia Cright,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,angelia.cright@primerica.com,,Salesforce
11034949,Inactive Investor,Matthew Gates,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.gates@fidelity.com,,Salesforce
9636281,,Joanna Valentini,,,jvalentini@ppgadvisors.com,,List import
9585176,,Fred Otabor,,,raymond.freddie@yahoo.com,,List import
10800954,Inactive Investor,Marie Holland,Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Bethlehem PA 81 Highland Ave,mbholland@janney.com,,Salesforce
9576366,,Christopher Dorrance,,,christopher.dorrance@triad-advisors.com,,List import
10991177,Inactive Investor,Anne Mank,Director - Financial Planning,Savant Wealth Management,amank@savantwealth.com,,Salesforce
10820681,Inactive Investor,John Franchi,,LPL Financial LLC Bedminster NJ 415 Main St,john.franchi@lpl.com,,Salesforce
10895744,Inactive Investor,Laura Duncil,Financial Advisor,Edward Jones Lakeview OH 140 E Lake St,laura.duncil@edwardjones.com,,Salesforce
9639796,,Joyce Lopes,,,joyce.lopes@sonoma.edu,,List import
11020573,Inactive Investor,Tyler Graffeo,Financial Advisor,"Dove Investment Research and Management, Inc.",tyler@doveinvestments.com,,Salesforce
11187839,Inactive Investor,Gregory Bassett,Financial Advisor,Edward Jones Grants Pass OR 1660 Williams Hwy,gregory.bassett@edwardjones.com,,Salesforce
10848967,Inactive Investor,Howard Meyerson,Financial Advisor,LPL Financial LLC San Diego CA 12520 High Bluff Dr,howard.meyerson@lpl.com,,Salesforce
11073735,Inactive Investor,David Bolick,Financial Advisor;Investment Advisor Representative,"Independent Advisor Alliance, LLC Salisbury NC 145 E Council St",,,Salesforce
11062451,Inactive Investor,Jason Levine,Financial Advisor,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,jason.levine@ubs.com,,Salesforce
9561227,,anish thakkar,,,athakkar@fxcm.com,,List import
10494399,,Niels Buksik,"Chief Compliance Officer, Chief Executive Officer, Founder","Anchory, LLC",niels.buksik@gmail.com,,List Import
1006154,Inactive Investor,Daniel Thomas Cooper,,TBD,dcooper@90northgroup.com,3128036963,
11123089,Inactive Investor,John Scala,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",john_scala@ml.com,,Salesforce
9576303,,Dahlia Loeb,,,dloeb@reveillecap.com,,List import
10798264,Inactive Investor,John Welp,Financial Advisor,LPL Financial LLC Jasper IN 1 DCB Plz,john.welp@lpl.com,,Salesforce
10553026,,Kamal Y,,,allen.usart@gmail.com,,Web Form Fillout
9616001,,?? DAY CHANGE,,,895115828@qq.com,,List import
9559260,,Dolly Bastian,,,dolly_bastian@yahoo.com,,List import
9619260,,yu yucca,,,yuyucca@gmx.net,,List import
10988188,Inactive Investor,Amanda Ramirez,Regional Leader,PFS Investments Inc. Purcell OK 120 Lester Ln,,,Salesforce
11108898,Inactive Investor,Francisco Ayala,Chief Compliance Officer;Financial Life Planner;Managing Member,The Coleridge Group LLC,francisco@coleridgegroup.com,,Salesforce
10937596,Inactive Investor,David Turner,Financial Advisor,"Good Life Advisors, LLC",david.turner@goodlifefa.com,,Salesforce
11060998,Inactive Investor,Christian Owen,,Digital Brokerage Services LLC,,,Salesforce
10773101,Inactive Investor,Debbie Latimer,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",debbie.reik@wellsfargo.com,,Salesforce
10988319,Inactive Investor,Zachary Lyman,Wealth Manager,Creative Planning,zachary.lyman@creativeplanning.com,,Salesforce
10871037,Inactive Investor,Lincoln Dacosta,Principal;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bohemia NY 630 Johnson Ave",lincoln.dacosta@wfafinet.com,,Salesforce
10866661,Inactive Investor,Karyn Gerwien,,"Farmers Financial Solutions, LLC San Dimas CA 430 E Foothill Blvd",kgerwien@farmersagent.com,,Salesforce
142609,,Richard Kuzniar,,"Fifth Third Securities, Inc.",richard.kuzniar@53.com,513-534-7421,
10759697,Inactive Investor,Scott Murray,Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2555 E Camelback Rd,scott.murray@ubs.com,,Salesforce
9589831,,Doug Hilgeneck,,,hilgeneck@gmail.com,,List import
9613265,,Mark Thompson,,,mcthompson@williamblair.com,,List import
11023275,Inactive Investor,Brian Bushwell,,Cetera Advisor Networks LLC Morristown NJ 245 South St,,,Salesforce
10923085,Inactive Investor,Yazan Abu-Hijleh,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10804514,Inactive Investor,Michael Kulaski,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
10879243,Inactive Investor,Clifford Kwan,Financial Advisor,Retirement Planners of America,clifford.kwan@moneymatters.net,,Salesforce
10952680,Inactive Investor,Chelsea Pauciullo,,"TIAA-CREF Individual & Institutional Services, LLC Princeton NJ 155 Village Blvd",chelsea.fleischer@tiaa.org,,Salesforce
10900964,Inactive Investor,Brandon Cohen,Senior Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11094290,Inactive Investor,John Settembrino,Financial Advisor,"Cadaret, Grant & Co., Inc. Wappingers Falls NY 1289 Rte 9",settemj9@ae.cadaretgrant.com,,Salesforce
11032656,Inactive Investor,Shamyron Morrison,,PFS Investments Inc. Monroe LA 1707 Shannon St,shamyronmorrison@primerica.com,,Salesforce
9623803,,Craig Metz,,,cray07@cox.net,,List import
10936601,Inactive Investor,Richard Munoz,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9630805,,Siddhartha Kapoor,,,siddhartha.kapoor@modernschool.org,,List import
11203452,Inactive Investor,Isaiah Real,Financial Advisor,"Laguna Wealth Advisors, LLC",isaiah@lagunawealth.com,,Salesforce
11165652,Inactive Investor,Remi Astronomo,,Perella Weinberg Partners LP,rastronomo@pwpartners.com,,Salesforce
10816807,Inactive Investor,Derby Bernadel,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocala FL 3120 SW 34th Ave",derby.bernadel@ml.com,,Salesforce
10613446,,Michael Annicelli,"Senior Financial Advisor, Senior Vice President",,michael.annicelli@ml.com,,List Import
11181024,Inactive Investor,Anthony Falcone,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Danbury CT 1 Reserve Rd",anthony.falcone@benjaminfedwards.com,,Salesforce
10762305,Inactive Investor,Frank Lucia,,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",flucia@nationallife.com,,Salesforce
10787451,Inactive Investor,June Dinardo,Senior Financial Associate,Wintrust Investments LLC Barrington IL 201 S Hough St,,,Salesforce
10807768,Inactive Investor,Wesley Whitehead,,"MML Investors Services, LLC Madison MS 124 1 Madison Plz",wwhitehead@massmutual.com,,Salesforce
349644,,Jose Knoell,Director,"Acon Latam Management, Llc",jknoell@aconinvestments.com,202-454-1100,Manual List Upload
10888561,Inactive Investor,Jodie Daniel,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 110 Oakwood Dr",jodie.daniel@wellsfargoadvisors.com,,Salesforce
11102652,Inactive Investor,Dennis Fesser,,"Cambridge Investment Research, Inc. Sierra Vista AZ 333 W Wilcox Dr",,,Salesforce
10780138,Inactive Investor,Michael Nelkin,Financial Advisor,Morgan Stanley Rochester NY 300 Linden Oaks,michael.nelkin@morganstanley.com,,Salesforce
10918900,Inactive Investor,Jose Varela,Managing Partner;Member,Aqua Advisors LLC Miami FL 155 Ocean Lane Dr,,,Salesforce
9600155,,Ashwin Prakash,,,ashwin@sageviewcapital.com,,List import
11079974,Inactive Investor,Chase Mcgreevey,,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,chase.mcgreevey@jpmorgan.com,,Salesforce
11167351,Inactive Investor,Tyler Johnson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11021656,Inactive Investor,Trevor Johnson,,"U.S. Bancorp Investments, Inc. Omaha NE 14301 FNB Pkwy",trevor.johnson1@usbank.com,,Salesforce
10893696,Inactive Investor,Jennifer Winge,Client Associate;Client Service Associate,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,jennifer.winge@ubs.com,,Salesforce
11075318,Inactive Investor,Flowerie Terry,Associate,Edward Jones Saint Louis MO 3668 S Geyer Rd,,,Salesforce
11102848,Inactive Investor,Brady Braun,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 12 Long Lake Rd",brady.braun@nm.com,,Salesforce
10988140,Inactive Investor,Sefa Gunay,Supervising Principal,Lincoln Investment,sgunay@lincolninvestment.com,,Salesforce
9580883,,Martin Kellerman,,,martin@kellerman.org,,List import
10958141,Inactive Investor,Lauren Tolin,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11126256,Inactive Investor,Craig Fishel,,Edward Jones Advance NC Private Residence,,,Salesforce
10893465,Inactive Investor,Aaron Augustine,,"Allstate Financial Services, LLC Addison TX 3939 Beltline Rd",aaugustine@allstate.com,,Salesforce
6281416,,ykix kgb,,,vopip24017@fandua.com,,Web Form Fillout
10976488,Inactive Investor,Ryan Salah,,"Kestra Investment Services, LLC Towson MD 1122 Kenilworth Dr",,,Salesforce
10946086,Inactive Investor,Brooke Smith,Financial Advisor,Edward Jones North Andover MA 820 Turnpike St,brooke.y.smith@edwardjones.com,,Salesforce
11232273,Inactive Investor,Jacob Shumate,,PFS Investments Inc. Charlotte NC 1338 E 4th St,jshumate@primerica.com,,Salesforce
10837235,Inactive Investor,Steven Romanoff,Director - Business Development,"Raymond James & Associates, Inc.",,,Salesforce
11033899,Inactive Investor,Evan Stern,,"Spartan Capital Securities, LLC",,,Salesforce
212236,,gustavo matos,,[Unknown],gustavo.matos@btgpactual.com,,source
11040866,Inactive Investor,David Butcher,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
11173056,Inactive Investor,David Serrano,,Stirlingshire Investments,,,Salesforce
10811945,Inactive Investor,Brian Fabrizio,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,bfabrizio@ft.newyorklife.com,,Salesforce
10930258,Inactive Investor,Long Ngo,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",long.ngo@equitable.com,,Salesforce
10985643,Inactive Investor,Bobby Nunn,Division Leader,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,bobbyaldeannunn@primerica.com,,Salesforce
11121125,Inactive Investor,John Chipelo,,"Osaic Institutions, Inc.",jchipelo@infinexgroup.com,,Salesforce
11236987,Inactive Investor,Tracy Cuda,,PFG Advisors,,,Salesforce
11219723,,Michael Rollings,,,michael.rollings@vanguard.com,,Other
11006104,Inactive Investor,Aimar Mcqueeney,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
11118851,Inactive Investor,David Breitling,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10887823,Inactive Investor,Tony Andreotti,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,tony.andreotti@jpmorgan.com,,Salesforce
11066050,Inactive Investor,Thomas Paine,,"Centaurus Financial, Inc. Arroyo Grande CA 1186 E Grand Ave",,,Salesforce
10865609,Inactive Investor,Neil Mathew,Investment Associate,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,neil.mathew@jpmorgan.com,,Salesforce
9561477,,Michael Palczuk,,,palczuk.mike@principal.com,,List import
10827387,Inactive Investor,Daniel Giddens,,"Osaic Wealth, Inc. Mount Vernon WA 300 S 1st St",,,Salesforce
9625293,,Brent Dellinger,,,brent.dellinger@lfg.com,,List import
10752932,Inactive Investor,Gary Wright,Client Service Associate,Janney Montgomery Scott LLC Westminster MD 15 E Main St,gwright@janney.com,,Salesforce
11175898,Inactive Investor,Gretchen Jolly,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,gretchen.jolly@fidelity.com,,Salesforce
11078948,Inactive Investor,Christopher Gure,Financial Consultant;Investment Consultant;Owner,"Fortress Private Ledger, LLC",chris.gure@fortressfp.com,,Salesforce
11006055,Inactive Investor,Nicole Good,,Country Capital Management Company,nicole.good@countryfinancial.com,,Salesforce
11220840,,Corey Cohee,,,ccohee@clarfeld.com,,List Import
11173608,Inactive Investor,Jason Warnke,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Avon CT 2 Mountain View Ave",jason.j.warnke@ampf.com,,Salesforce
11147656,Inactive Investor,Charles Lewis,,The O.N. Equity Sales Company Silver Spring MD 12501 Prosperity Dr,,,Salesforce
240512,,Daniel Chapman,Investment Portfolio Associate,Raymond James,daniel.chapman@raymondjames.com,,Event
11200886,Inactive Investor,Michael Egan,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
11217597,,Richard Cea,,,richard.cea@citigroup.com,,Other
10833404,Inactive Investor,Sarah Burns,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",,,Salesforce
9568699,,f h,,,fhoward@earthlink.net,,List import
11090605,Inactive Investor,Gary Zent,Financial Planner,LPL Financial LLC Fishers IN 14074 Trade Center Dr,gary.zent@lpl.com,,Salesforce
240104,,Justin Wilson,,Perigon Wealth Management,justin.wilson@perigonpartners.com,,Database Upload
9639924,,Brett Tande,,,btande@sbch.org,,List import
238379,,lbbland63@sbcglobal.net Bland,,[Unknown],lbbland63@sbcglobal.net,,
10787845,Inactive Investor,Jacqueline Marchick,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11027609,Inactive Investor,Frank Hampton,,"Raymond James Financial Services, Inc. Salina KS 114 W Walnut St",,,Salesforce
10597572,,David Williams,,,david.williams@rbc.com,,Web Form Fillout
11217661,,Scott Skie,,,sskie@rwbaird.com,,List Import
11088514,Inactive Investor,Diane Bell,,"Raymond James Financial Services, Inc. Avon CT 40 Tower Ln",diane.bell@raymondjames.com,,Salesforce
10850608,Inactive Investor,Kevin Donoghue,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dunedin FL 595 Main St",kevin.donoghue@ampf.com,,Salesforce
11171589,Inactive Investor,Dianna Jeffries,Financial Representative,"W&S Brokerage Services, Inc. Cary NC 1001 Winstead Dr",dianna.jeffries@wslife.com,,Salesforce
11160140,Inactive Investor,Sean Kennedy,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sean.p.kennedy@ml.com,,Salesforce
10940766,Inactive Investor,Veronica Peterson,,Fidelity Brokerage Services LLC Draper UT 547 E Camden Park Ln,,,Salesforce
11259851,Inactive Investor,Baylor Cumberworth,,J.P. Morgan Securities LLC Springfield MO 3341 S Glenstone Ave,baylor.cumberworth@jpmorgan.com,,Salesforce
10922591,Inactive Investor,Brian Makey,Financial Associate,Thrivent Investment Management Inc. Buffalo NY 4476 Main St,brian.makey@thrivent.com,,Salesforce
238449,,mikemcdonald3@hotmail.com McDonald,,[Unknown],mikemcdonald3@hotmail.com,,
198986,,David Gilbert,Executive Vice President,Sheets Smith Wealth Management,dgilbert@sheetssmith.com,336-765-2020,Manual List Upload
11098806,Inactive Investor,William Bowser,,Ages Financial Services Ltd. Stamford CT 263 Tresser Blvd,,,Salesforce
10646141,,Andrew Hanna,,,drew@townsendretirement.com,,List import
117585,,Lisa Skordahl,Financial Advisor,"Royal Alliance Associates, Inc.",lskordahl@royalaa.com,,
11233964,Inactive Investor,Scott Finnegan,Financial Advisor,"Centaurus Financial, Inc. Boise ID 723 N Mitchell St",sfinnegan@cfiemail.com,,Salesforce
240366,,john potts,,[Unknown],john@johnrpotts.com,,Direct
219833,,Yogev Zenesh,,[Unknown],yogev.zenesh@gmail.com,,Direct
9599457,,Doug Schwenk,,,ds+99q@labco.io,,List import
10962166,Inactive Investor,Joseph Stack,,"Pensionmark Securities, LLC Allen TX 550 S Watters Rd",joe.stack@pensionmark.com,,Salesforce
10793957,Inactive Investor,John Steigerwald,Client Advisor,"Legacy Advisors, LLC",jsteigerwald@legacyadvice.com,,Salesforce
10976419,Inactive Investor,Jamaal Martin,,PFS Investments Inc. Kissimmee FL 111 E Monument Ave,,,Salesforce
10960011,Inactive Investor,Caleb Hubbard,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10912204,Inactive Investor,Sumner Colohan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 7796 Montgomery Rd",sumner.colohan@ml.com,,Salesforce
11036081,Inactive Investor,Gilbert Chauny,,"Burch & Company, Inc",,,Salesforce
10848930,Inactive Investor,Danielle McLaughlin,Chief Financial Officer;Managing Director;Secretary,"Regis Metro Associates, Inc. San Francisco CA 455 Market St",devanson@rmare.com,,Salesforce
11054137,Inactive Investor,Jeffrey Cookson,,Fidelity Brokerage Services LLC,,,Salesforce
11052741,Inactive Investor,Michael Chrisler,Chief Compliance Officer;Chief Executive Officer;Founder,MJC Financial Fitness LLC,,,Salesforce
10824966,Inactive Investor,Regan Delancey,,Morgan Stanley Saratoga Springs NY 340 Broadway,regan.delancey@morganstanley.com,,Salesforce
10984169,Inactive Investor,Andrew Matuzak,,"Avantax Investment Services, Inc. Saginaw MI 5300 Bay Rd",andrew.matuzak@avantax.com,,Salesforce
10948358,Inactive Investor,Reilly Browning,,Cetera Advisor Networks LLC Jackson TN 28 Old Hickory Cv,,,Salesforce
10884359,Inactive Investor,Larry Mcdaniel,Advisor;Insurance Agent,"WealthHarbor Capital Group, LLC Ocala FL 8792 SE 19th Avenue Rd",lmcdaniel@wealthharbor.com,,Salesforce
11166873,Inactive Investor,Nancy Kitson,,"Fifth Third Securities, Inc. Mentor OH 9881 Johnnycake Ridge Rd",nancy.kitson@53.com,,Salesforce
10985657,Inactive Investor,Lynnae Gliege,,"FBL Marketing Services, LLC Meridian ID 6275 N Linder Rd",lynnae.gliege@fblfinancial.com,,Salesforce
10860026,Inactive Investor,Brian Fenlin,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Wayne PA 201 King of Prussia Rd,brian.fenlin@opco.com,,Salesforce
10979262,Inactive Investor,Robert Foley,Co-Founder;Wealth Management Advisor,"Apollon Wealth Management, LLC Chicago IL 208 S La Salle St",,,Salesforce
10870678,Inactive Investor,Jessica Snyder,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",jessica.patera@nm.com,,Salesforce
10807447,Inactive Investor,Ronney Rice,,"MML Investors Services, LLC Sykesville MD Private Residence",,,Salesforce
8676880,,Mehmet Turkoglu,,,m93775609@gmail.com,,Web form fillout
10847141,Inactive Investor,Phoebe Chao,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",phoebe.chao@schwab.com,,Salesforce
11179686,Inactive Investor,Nicole McLeod,Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",nicole.mcleod@raymondjames.com,,Salesforce
10656080,,Jeremy Fager,,,jfager@massmutual.com,,List import
9556449,,Richard Long,,,long.richard@principal.com,,List import
9579988,,Moner ahmed,,,monermonerid@yahoo.com,,List import
11142443,Inactive Investor,Jessica Uem,Supervisory Principal,Neuberger Berman BD LLC,ju@nb.com,,Salesforce
10510366,,Joanna Yau,,BlackRock,joanna.yau@blackrock.com,,List Import
9555797,,Jeffrey Oetting,,,joetting@fscadvisor.com,,List import
11152387,Inactive Investor,Gunnar Olson,,State Farm VP Management Corp. Tualatin OR 8100 SW Nyberg St,,,Salesforce
10510207,,Dan Cupkovic,Investment Advisor/Partner,Cerity Partners,dcupkovic@ceritypartners.com,,List Import
11044928,Inactive Investor,John Thorsen,,"Wells Fargo Advisors Financial Network, LLC Orlando FL 315 E Robinson St",jr.thorsen@wfafinet.com,,Salesforce
9602131,,AHMAD NABIL ROSLI,,,nabil2017xmc@gmail.com,,List import
9620299,,Josh Craig,,,f5alcon@gmail.com,,List import
9590809,,Rick Dangelo,,,rjdan1@yahoo.com,,List import
10777776,Inactive Investor,Peter Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 4524 Silver Fox Dr",peter.smith@wfadvisors.com,,Salesforce
10815674,Inactive Investor,Marc Guess,,Cetera Advisors LLC Indianapolis IN 10072 Graceful Landing Dr,marc.guess@ceteraadvisors.com,,Salesforce
10864259,Inactive Investor,Kimberly Guilford,Financial Advisor,Edward Jones Indianola IA 206 N Buxton St,kimberly.guilford@edwardjones.com,,Salesforce
11122881,Inactive Investor,James Kelly,,"LaSalle St Securities, L.L.C. Front Royal VA 4 Family Life Ln",jkelly@lasallest.com,,Salesforce
11202436,Inactive Investor,Robert Hunt,Managing Member,"Robert Hunt Financial, LLC",robert@roberthuntfinancial.com,,Salesforce
10836570,Inactive Investor,David Dinn,,Thurston Springer Financial,,,Salesforce
10848059,Inactive Investor,George Gomez,,"Strategic Financial Concepts, LLC El Paso TX 10105 Montwood Dr",ggomez@sfcria.com,,Salesforce
9574679,,Ian Hundley,,,ian.hundley@53.com,,List import
10925870,Inactive Investor,William Glascock,Financial Advisor,Edward Jones Santa Rosa CA 1611 Terrace Way,bill.glascock@edwardjones.com,,Salesforce
116812,,Joseph Havansek,Financial Advisor,"Securities America Advisors, Inc.",joseph.havansek@securitiesamerica.com,224-938-9200,
11010617,Inactive Investor,Michael Quach,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10855785,Inactive Investor,Ronald Lazar,,Aegis Capital Corp.,rlazar@aegiscap.com,,Salesforce
10885604,Inactive Investor,James Fairweather,Financial Advisor,LPL Financial LLC Sweetwater TN 107 W North St,james.fairweather@lpl.com,,Salesforce
10921592,Inactive Investor,Christopher Faust,,"Osaic Wealth, Inc.",,,Salesforce
11111255,Inactive Investor,Christopher Holness,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Alpharetta GA 5170 Windward Pkwy,christopher.holness@jpmorgan.com,,Salesforce
11178531,Inactive Investor,James Meaders,,Fidelity Brokerage Services LLC Little Rock AR 17400 Chenal Pkwy,,,Salesforce
11063921,Inactive Investor,Dessa Carleton,,PFS Investments Inc. Mobile AL 4367 Downtowner Loop N,dessa.carleton@primerica.com,,Salesforce
159144,,Emilio DiSanluciano,,[Unknown],emiliodisanluciano@gmail.com,,
10943772,Inactive Investor,David Ellingson,,Cetera Advisor Networks LLC Rochester MN 2659 Superior Dr NW,,,Salesforce
9630283,,martin kariithi,,,martin.kariithi@gmail.com,,List import
11048551,Inactive Investor,Candida Seymour,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,candida.seymour.mglo@statefarm.com,,Salesforce
9549194,,Brian Jacoby,,,bjacoby@trianpartners.com,,List import
10954116,Inactive Investor,Jacob Welty,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11022431,Inactive Investor,Chase Henderson,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,chase.henderson@fidelity.com,,Salesforce
10696186,,Jessie Kundhi,,LMR PARTNERS LLP,jessie.kundhi@lmrpartners.com,,List Import
11041232,Inactive Investor,Leslie Hait,Member,"Victory Wealth Services, LLC",leslie@victorywealth.com,,Salesforce
10766911,Inactive Investor,Alison Longlois,Portfolio Associate,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,,,Salesforce
11133477,Inactive Investor,John Diotis,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9631156,,Naman Trivedi,,,naman.trivedi94@gmail.com,,List import
11173951,Inactive Investor,Danny Pham,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,danny_pham@vanguard.com,,Salesforce
11144934,Inactive Investor,Ross Eickhoff,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
10644398,,Scott Berry,,,sberry@regalsecurities.com,,List Import
10916354,Inactive Investor,Daniel Sparks,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
165406,,Jack Clock,,[Unknown],1973387506@qq.com,,
10767942,Inactive Investor,Amy Mielnicki,Investment Advisor Representative,"Osaic Wealth, Inc. Utica NY 133 Business Park Dr",,,Salesforce
11165481,Inactive Investor,Robert Kucherich,,"Raymond James Financial Services, Inc. York PA 1605 E Market St",robert.kucherich@raymondjames.com,,Salesforce
11081024,Inactive Investor,Stephen Polin,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",stephen_polin@ml.com,,Salesforce
10869866,Inactive Investor,Christine Helmstetter,,"Oder Investment Management, LLC",chelmstetter@oderllc.com,,Salesforce
10786981,Inactive Investor,Larry Ratashak,,"N.I.S. Financial Services, Inc.",,,Salesforce
11118062,Inactive Investor,Ryan Depaola,,LPL Financial LLC Flower Mound TX 2201 Spinks Rd,ryan.depaola@lpl.com,,Salesforce
11092196,Inactive Investor,Andrew Jones,Private Wealth Advisor;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,,,Salesforce
10936964,Inactive Investor,Philip Ramer,Member,"CPA Group Investment Management, LLC",easton.ramer@cpagroup.com,,Salesforce
9559851,,Harry Kent,,,hkent2507@gmail.com,,List import
11159439,Inactive Investor,Jeffrey Blaser,,Commonwealth Financial Network Burlington NC 3065 S Church St,jblaser@commonwealth.com,,Salesforce
2517523,,Yaffa Landis,,,yaffalandis@gmail.com,,
10894308,Inactive Investor,Leroy Tanker,Chief Compliance Officer;Managing Member,"Legacy Wealth Advisors, LLC",leroytanker@legacygps.com,,Salesforce
236517,, -,,[[Unknown]],addharris@hotmail.com,,
11058270,Inactive Investor,Kaiyuan Guo,,Goldman Sachs & Co.,,,Salesforce
9632677,,Seabook Chen,,,seabook1024@gmail.com,,List import
11160235,Inactive Investor,Benjamin Osenga,,"Allstate Financial Services, LLC Oklahoma City OK 2750 S Post Rd",bosenga@allstate.com,,Salesforce
10867372,Inactive Investor,Shelby Larson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,shelby.larson@fidelity.com,,Salesforce
10927822,Inactive Investor,Robert Young,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11201436,Inactive Investor,Christopher Casini,,"Avantax Investment Services, Inc. Cranford NJ 20 Commerce Dr",,,Salesforce
10835619,Inactive Investor,Terry Lester,Investment Advisor Representative,MDX Wealth Management,terry@mdxwealth.com,,Salesforce
9605104,,Andrew Astley,,,andrew_astley@briggsharbor.com,,List import
11112001,Inactive Investor,Rocky Sandora,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",rocky.sandora@prudential.com,,Salesforce
371061,,Bill Doyle,,[Unknown],bill.doyle@gmail.com,,news
10905026,Inactive Investor,Gayle Hawkins,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",gayle.hawkins@prudential.com,,Salesforce
10890107,Inactive Investor,Daniel O'Brien,Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10898913,Inactive Investor,Jody Myers,,Cetera Investment Services LLC Monroe MI 10 Washington St,,,Salesforce
9604500,,Cade Burks,,,cade.burks@bigdataenergy.com,,List import
10871469,Inactive Investor,Daniel Adams,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,daniel.adams@jpmorgan.com,,Salesforce
10798101,Inactive Investor,Richard Hazard,Financial Consultant,"Equitable Advisors, LLC Barneveld NY 8001 State Rte 12",richard.hazard@equitable.com,,Salesforce
10969803,Inactive Investor,Jenna Wilson,Director - Research;Principal,"Simon Quick Advisors, LLC",jwilson@simonquickadvisors.com,,Salesforce
11084365,Inactive Investor,Andrew Howard,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andrew_howard@vanguard.com,,Salesforce
11024119,Inactive Investor,Myrissa Holloway,,"Equity Services, Inc. Melville NY 35 Melville Park Rd",mholloway@nationallife.com,,Salesforce
10963181,Inactive Investor,Anthony Coglianese,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,anthony.coglianese@jpmorgan.com,,Salesforce
11075878,Inactive Investor,Robert Dcruz,,NYLIFE Securities LLC San Ramon CA 2633 Camino Ramon,rcdcruz@ft.newyorklife.com,,Salesforce
10824736,Inactive Investor,Angela Walton,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Jackson MI 272 W Cortland Ave",angela.walton@raymondjames.com,,Salesforce
10814857,Inactive Investor,Edmund Foster,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",edmund.foster@rbc.com,,Salesforce
228780,, -,,[[Unknown]],cbpelaezmon@gmail.com,,
9547810,,Andrew Tu,,,andrewtu@berkeley.edu,,List import
10836296,Inactive Investor,Roger Kuo,Director;President;Shareholder,Dodge & Cox,roger.kuo@dodgeandcox.com,,Salesforce
11064921,Inactive Investor,Dion Davis,,J.P. Morgan Securities LLC Arlington TX 3800 S Cooper St,dion.m.davis@chase.com,,Salesforce
9629220,,Bob Todd,,,bob.todd123450@gmail.com,,List import
11045718,Inactive Investor,Kevin Beamon,Owner,LPL Financial LLC Scottsdale AZ Private Residence,kevin.beamon@lpl.com,,Salesforce
9605819,,M B,,,mecagleb@outlook.fr,,List import
10869984,Inactive Investor,Richard Doleva,Assistant;President,Richard P. Doleva & Associates,,,Salesforce
11053216,Inactive Investor,Brandon Grimm,,Sigma Financial Corporation Toledo OH 7640 W Bancroft St,bgrimm@sigmarep.com,,Salesforce
9625044,,Krishnan Dandapani,,,dandapan@fiu.edu,,List import
339524,,Kevin Fitzgerald,Senior Vice President Chicago,Antares Capital Advisers Llc,kevin.fitzgerald@antares.com,312-889-9920,Manual List Upload
10754931,Inactive Investor,Kathleen Roshay,Financial Advisor,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",kathy.roshay@raymondjames.com,,Salesforce
339002,,Bryan Cressey,Partner,Cressey & Company Lp,bcressey@cresseyco.com,312-945-5700,Manual List Upload
9554177,,Steven Samuels,,,ssamuels@bulldoginvestors.com,,List import
10803626,Inactive Investor,Jean Keener,Chief Compliance Officer;Member;Owner;President;Principal,Keener Financial Planning,jean@keenerfinancial.com,,Salesforce
9616573,,Derrick Bavol,,,dsbavol@yahoo.com,,List import
10606181,,Jeff Diamond,Portfolio Manager,"Lord, Abbett & Co. LLC",jdiamond@lordabbett.com,201-827-2269,List Import
11076570,Inactive Investor,Thyrso Pizzoferrato,Investment Consultant;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,thyrso.pizzoferrato@morganstanley.com,,Salesforce
10899262,Inactive Investor,Addison Pock,Senior Wealth Advisor,PBMares Wealth Management LLC Fredericksburg VA 725 Jackson St,apock@pbmareswealth.com,,Salesforce
11122418,Inactive Investor,Brendan Reid,Financial Advisor;Senior Vice President,"Associated Investment Services, Inc. Milwaukee WI 4811 S 76th St",ben.reid@associatedbank.com,,Salesforce
10810882,Inactive Investor,Andrea Blackston,Member;Senior Vice President,"Blackston Financial Advisory Group, LLC",andrea.blackston@blackstonfinancialgroup.com,,Salesforce
11097064,Inactive Investor,Corey Kaster,Chief Compliance Officer;Investor Coach;President,1B - Inbundance Wealth Management,corey@inbundance.com,,Salesforce
11149933,Inactive Investor,Man Wong,,Cetera Investment Services LLC New York NY 235 5th Ave,,,Salesforce
10494164,,Tom Manning,,RBC,tom.manning@rbccm.com,,List Import
9647316,,Danny Harris,,,danny.harris@morganstanleypwm.com,,List import
10853584,Inactive Investor,Scott Boyle,,Goldman Sachs & Co.,scott.boyle@gs.com,,Salesforce
10884064,Inactive Investor,Edwin Anglero,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,edwin.anglero@us.hsbc.com,,Salesforce
10839671,Inactive Investor,Joe McAdams,,State Farm VP Management Corp. Ardmore OK 1017 Cottonwood St,joe.mcadams.i3ap@statefarm.com,,Salesforce
10905628,Inactive Investor,Brenda Bridges,,"Cambridge Investment Research, Inc. Chattanooga TN 2601 Broad St",bbridges@cambridgesecure.com,,Salesforce
10963857,Inactive Investor,Daniel Levin,Financial Advisor,"Raymond James & Associates, Inc. Brooklyn NY Private Residence",daniel.levin@alexbrown.com,,Salesforce
9602201,,Adam Scott,,,adam@argylecapitalpartners.com,,List import
245997,,Not Provided,Indo-Pacific Policy Analyst,U.S. House of Representatives Committee on Foreign Affairs,mark.akpaninyie@mail.house.gov,,Manual List Upload
11031097,Inactive Investor,Jason Guenther,Chief Investment Officer;Wealth Advisor,"Stephens Consulting, LLC Flint MI 5206 Gateway Ctr",jason.guenther@stephenswmg.com,,Salesforce
11105915,Inactive Investor,Jason Giorgio,,Park Avenue Securities LLC San Diego CA 5405 Morehouse Dr,jason_giorgio@glic.com,,Salesforce
209810,,Michael Cuoio,,United States,mcuoio@gmail.com,,source
9541929,,Jordan Garbis,,,jgarbis@gmail.com,,List import
11124038,Inactive Investor,Robert Gottschling,,LPL Financial LLC McLean VA 8300 Greensboro Dr,robert.gottschling@lpl.com,,Salesforce
10845492,Inactive Investor,Keith Hanouw,Group Vice President,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,keith.hanouw@thrivent.com,,Salesforce
10896224,Inactive Investor,Stephen Diblasi,,State Farm VP Management Corp. Broomall PA 29 N Sproul Rd,stephen.diblasi.qbiw@statefarm.com,,Salesforce
10889671,Inactive Investor,Paul Okonoski,,LPL Financial LLC Peoria AZ Private Residence,paul.okonoski@lpl.com,,Salesforce
10987537,Inactive Investor,Gregory Talamo,,IDB Capital Corp.,gtalamo@idbny.com,,Salesforce
9581535,,Christopher Wilson,,,christopher.wilson@leumiusa.com,,List import
10855277,Inactive Investor,Frank Brown,Chief Compliance Officer;Chief Strategist;Managing Member;Managing Partner;Regulatory Contact,"Arjuna Capital, LLC",farnum@arjuna-capital.com,,Salesforce
11009136,Inactive Investor,Angel Maeda Mercado,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
338058,,Michael Kaplan,Associate,Redbird Capital Partners Management Llc,mkaplan@redbirdcap.com,212-235-1000,Manual List Upload
9551343,,Dace Blaskovitz,,,dblaskovitz@cantella.com,,List import
9642329,,Spencer Burton,,,jsb.spark@gmail.com,,List import
10992445,Inactive Investor,James Cashion,,"Horace Mann Investors, Inc. Granbury TX 708 Paluxy Rd",,,Salesforce
11150778,Inactive Investor,Kassia Jezak,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
9588569,,J D,,,jusdeep.anand@gmail.com,,List import
9579361,,Heather Foley,,,hfoley@parkstreetcapital.com,,List import
10857774,Inactive Investor,Brian Ellis,Chief Compliance Officer;Owner;President,Brooktree Capital Management Inc.,,,Salesforce
11143266,Inactive Investor,Samuel Vrenna,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",samuel.vrenna@prudential.com,,Salesforce
10921941,Inactive Investor,Alejandro Bachmann,Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",alejandro.bachmann@raymondjames.com,,Salesforce
333708,,Jesse Hermann,Resource Partner,Court Square Capital,jhermann@courtsquare.com,212-752-6110,Manual List Upload
10883743,Inactive Investor,Stephanie Rumold,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Campbell CA 900 E Hamilton Ave",srumold@bpwealthadvisors.com,,Salesforce
10919316,Inactive Investor,Marisa Williams,,"Stifel, Nicolaus & Company, Incorporated Southlake TX 550 Reserve St",,,Salesforce
11189481,Inactive Investor,Alexander Taylor,,LPL Financial LLC Santa Monica CA 100 Wilshire Blvd,alexander.taylor@lpl.com,,Salesforce
10976023,Inactive Investor,Anthony Fisher,,Fidelity Brokerage Services LLC,,,Salesforce
189940,,Dana Cioffi,,[[Unknown]],chiggschoff@gmail.com,,Initial Salesforce Import
11158962,Inactive Investor,Joseph Falco,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",joseph.falco@ampf.com,,Salesforce
10617848,,Colin Bonnett,,,colin.bonnett@ml.com,,List Import
9634866,,Hyewon Han,,,hhan@bostoncommonasset.com,,List import
11029247,Inactive Investor,Jay Strickland,Senior Wealth Manager,"Legacy Capital Wealth Partners, LLC",jays@legacycapitalwp.com,,Salesforce
11034181,Inactive Investor,Nathanael Gregor,,"Raymond James Financial Services, Inc.",nathanael.gregor@raymondjames.com,,Salesforce
11220811,,William Flores,,,william.flores@dupontcapital.com,,List Import
10773631,Inactive Investor,Thomas Marchal,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,tmarchal@rwbaird.com,,Salesforce
10988258,Inactive Investor,Teresa Berg,,Mutual of America Securities LLC Kirkland WA 10230 NE Points Dr,teresa.berg@mutualofamerica.com,,Salesforce
9587392,,Codell lytle,,,codellcrypto@gmail.com,,List import
373937,,John Huser,,[Unknown],daze1890@yahoo.com,,source
10826545,Inactive Investor,Carmel Owen,,"Northwestern Mutual Investment Services, LLC Carbondale IL 1001 E Main St",carmel.owen@nm.com,,Salesforce
11168604,Inactive Investor,Madeline Lipp,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9617298,,Danny Kwon,,,danny_kwon@hotmail.com,,List import
11229493,Inactive Investor,Patrick Noble,,"Grove Point Investments, LLC Elm Grove WI 12700 W Bluemound Rd",,,Salesforce
11187367,Inactive Investor,Levi Habecker,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,levi.habecker@jpmorgan.com,,Salesforce
9606869,,Sebastien Arigo,,,sebarigo@gmail.com,,List import
10821463,Inactive Investor,Kenneth Warnick,,"Westminster Financial Securities, Inc.",kwarnick@westminsterfinancial.com,,Salesforce
10788484,Inactive Investor,Janet Elder,Chief Investment Officer,"ElderAdo Financial, Inc",jan@elderadofinancial.com,,Salesforce
11163664,Inactive Investor,Dillon Kane,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",dillon.kane@ml.com,,Salesforce
11196640,Inactive Investor,Marc Theien,Financial Advisor,"Midwestern Securities Trading Company, LLC Harvard IL 35 N Ayer St",,,Salesforce
11260647,Inactive Investor,Weston Blabey,,Evercore Group L.L.C.,,,Salesforce
10763655,Inactive Investor,Jeffrey Witte,Financial Advisor,"Citizens Securities, Inc. Levittown PA 4565 New Falls Rd",jeffrey.m.witte@ccoinvest.com,,Salesforce
11148740,Inactive Investor,Alexander Loeffel,,"Citizens Securities, Inc. Boston MA 607 Boylston St",alexander.loeffel@citizensbank.com,,Salesforce
9554671,,Damon Liu,,,1043008083@qq.com,,List import
11254516,Inactive Investor,Bradley Peterson,,"ValMark Securities, Inc. Mc Cormick SC 4 Caravel Cir",,,Salesforce
215753,,Samuel Mcfall,Vice President - Investments,Mill Creek Capital,smcfall@millcreekcap.com,(610) 941-7700,
10941543,Inactive Investor,Patrick Bruski,,LPL Financial LLC Key West FL 3414 Duck Ave,patrick.bruski@lpl.com,,Salesforce
166376,,Burak Köse,,Burak KÃ¶se,burakkose@uzmancoin.com,,Organic Search
9572171,,Jim Kelly,,,jkelly@hedgeserv.com,,List import
11059375,Inactive Investor,Michael Resnick,Chief Compliance Officer;Co-Founder;Managing Director,"Tallwoods Partners, LLC Chicago IL 318 W Adams St",mresnick@tallwoods.com,,Salesforce
10978367,Inactive Investor,Timothy Tanner,,"Western International Securities, Inc.",ttanner@wisdirect.com,,Salesforce
10855170,Inactive Investor,Kimberly Pauley,Chief Operating Officer;Managing Partner;Managing Principal,"Astoria Strategic Wealth, Inc.",k.victoria@astoriastrategicwealth.com,,Salesforce
9605563,,Melissa Bovender,,,melissa@bolenhvac.com,,List import
11093302,Inactive Investor,Mary Lomax,,PFS Investments Inc. Greenville SC 439 Congaree Rd,mary.lomax@primerica.com,,Salesforce
11082191,Inactive Investor,Trupti Lohokare,,Vanguard Marketing Corporation,trupti_lohokare@vanguard.com,,Salesforce
11188418,Inactive Investor,Darrin Brumbaugh,Financial Advisor;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC York NE 205 S Lincoln Ave",darrin.brumbaugh@nm.com,,Salesforce
11155878,Inactive Investor,Gary Ciampitti,Investment Advisor,"MML Investors Services, LLC Miami FL 4929 SW 74th Ct",gciampitti@massmutual.com,,Salesforce
11092131,Inactive Investor,Peter Barcia,Senior Private Wealth Advisor,Belpointe Asset Management LLC Greenwich CT 125 Greenwich Ave,peter.barcia@belpointe.com,,Salesforce
11204167,Inactive Investor,Michael Taylor,,"The Leaders Group, Inc.",,,Salesforce
9647480,,"Favio Taborda, CFP®?, AIF®?",,,favio@rradvisers.com,,List import
11154565,Inactive Investor,Keith Garlock,,State Farm VP Management Corp. Rohnert Park CA 6201 State Farm Dr,,,Salesforce
11132966,Inactive Investor,Eric Patton,,LPL Financial LLC Saint Charles MO 206 N 5th St,eric.patton@lpl.com,,Salesforce
11192415,Inactive Investor,Nataly Martinez,Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,nataly.martinez@morganstanley.com,,Salesforce
11070468,Inactive Investor,Anthony Amato,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",anthony.amato@nm.com,,Salesforce
10951676,Inactive Investor,Michael Barr,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",tristan.barr@bofa.com,,Salesforce
9582653,,Brandon McCormick,,,bmccormick@pciawealth.com,,List import
11014372,Inactive Investor,Juan Ortega,,PFS Investments Inc. Harlingen TX 315 E Jackson St,,,Salesforce
9573293,,Gavin Molinelli,,,gmolinelli@starboardvalue.com,,List import
10975699,Inactive Investor,Michael Beaulieu,Wealth Advisor,"Beacon Pointe Advisors, LLC Englewood CO 5460 S Quebec St",mbeaulieu@beaconpointe.com,,Salesforce
9569888,,Joshua Nemser,,,jnemser@vr-capital.com,,List import
344685,,Chris Pendergast,,"North Square Investments, Llc",cpendergast@northsquareinvest.com,312-857-2160,Manual List Upload
10915480,Inactive Investor,Tac Tang,,"MML Investors Services, LLC Las Vegas NV Private Residence",,,Salesforce
11176902,Inactive Investor,Kelly Van Winkle,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kelly.vanwinkle@schwab.com,,Salesforce
9588032,,Alen Juran,,,alen@pegasusfs.co.nz,,List import
9642911,,Aster Onderbeke,,,aster.onderbeke@hotmail.com,,List import
181182,,Katawut Sakulpatthanadechajorn,,[Unknown],beerku@gmail.com,,source
11028266,Inactive Investor,Melissa Acayan,,"Raymond James & Associates, Inc.",melissa.acayan@raymondjames.com,,Salesforce
10817231,Inactive Investor,Thomas Wright,Financial Advisor;Financial Planning Specialist,Morgan Stanley Mystic CT 12 Coogan Blvd,thomas.wright@morganstanley.com,,Salesforce
11016869,Inactive Investor,Sabrina Gimlin,,LPL Financial LLC Buffalo NY 8800 Main St,sabrina.gimlin@lpl.com,,Salesforce
10838551,Inactive Investor,Theresa Schmeck,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11191674,Inactive Investor,David Levenhagen,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",david.levenhagen@ml.com,,Salesforce
11186272,Inactive Investor,Micah Johnson,,Fidelity Brokerage Services LLC Boise ID 7940 W Rifleman St,micah.johnson@fidelity.com,,Salesforce
10962366,Inactive Investor,Justin Meyer,,"MML Investors Services, LLC Napa CA 1700 Soscol Ave",jmeyer@financialguide.com,,Salesforce
11238754,Inactive Investor,Dean Marks,,"Sterling Bay Capital Advisers, LLC",dmarks@sterlingbay.com,,Salesforce
9595235,,Ernesto Angueira,,,eangueira53@gmail.com,,List import
9645315,,Jingran Sun,,,jingran@gmail.com,,List import
9559110,,Nathaniel Singleton,,,natsingleton@gmail.com,,List import
10868527,Inactive Investor,Keith Pravato,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
179579,,Adin Kahn,Managing Director,[Unknown],adin.kahn@lighthousepartners.com, +1 561 741 0820,Database Upload
10939896,Inactive Investor,Andrew Witherell,Financial Advisor,Edward Jones Inverness FL 2305 Hwy 44 W,andrew.witherell@edwardjones.com,,Salesforce
10874502,Inactive Investor,Jennie Sherman,,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,jennie_sherman@glic.com,,Salesforce
11015908,Inactive Investor,Diluki Alphael,,Innovation Partners LLC,,,Salesforce
11053524,Inactive Investor,Andrew Hanna,Financial Advisor,Townsend,drew@townsendretirement.com,,Salesforce
11069207,Inactive Investor,John Howle,,USCA Securities LLC Dallas TX 300 Crescent Ct,jhowle@uscallc.com,,Salesforce
10761544,Inactive Investor,Anna Raginskaya,Family Wealth Director;Financial Advisor;Investing with Impact Director;Vice President,Morgan Stanley New York NY 399 Park Ave,anna.raginskaya@morganstanley.com,,Salesforce
10841829,Inactive Investor,Aaron Wurm,Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Mankato MN 1930 Premier Dr",aaron.wurm@ampf.com,,Salesforce
10853400,Inactive Investor,Brian Hernandez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",brian.hernandez@schwab.com,,Salesforce
10980965,Inactive Investor,Kendra Johnson,Financial Planning Specialist,"Ameriprise Financial Services, LLC Brookings SD 309 4th St",kendra.reimers@ampf.com,,Salesforce
11125099,Inactive Investor,Gregory Park,Financial Advisor,Edward Jones Yukon OK 11219 W Reno Ave,greg.park@edwardjones.com,,Salesforce
10873219,Inactive Investor,Donna Noble,Chief Compliance Officer;Corporate Secretary;Senior Compliance Manager;Senior Manager;Senior Risk Manager,Midland Wealth Management,donoble@midlandsb.com,,Salesforce
183513,,wendy Lucas,,[Unknown],wendylucas356@gmail.com,,Organic Search
10613153,,Mark Reisman,Financial Advisor,,mark.reisman@equitable.com,,List Import
10927331,Inactive Investor,Payton Murphy,Financial Consultant,"Charles Schwab & Co., Inc. Alpharetta GA 2845 Old Milton Pkwy",,,Salesforce
10755114,Inactive Investor,Paul King,Director;General Counsel,"Centaurus Financial, Inc.",,,Salesforce
10880444,Inactive Investor,Raquel Fang,,J.P. Morgan Securities LLC San Diego CA 10429 Craftsman Way,raquel.fang@jpmorgan.com,,Salesforce
240877,,Wesley Sun,Institutional ETF Distribution,Franklin Templeton,wesley.sun@franklintempleton.com,,Event
10886524,Inactive Investor,Nicole Schmidt,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10488121,,Sean Phillips,"Vice President - Wealth Management, Wealth Advisor","CWM, LLC",phillipshome2000@msn.com,,List Import
11035812,Inactive Investor,Matthew Connell,Investment Consultant,Morgan Stanley Denver CO 1550 Market St,matthew.connell@morganstanley.com,,Salesforce
9626511,,Junhwan Choi,,,wnsghks817@naver.com,,List import
149260,,Cameron Sotoodeh,,[Unknown],cameron.sotoodeh@gmail.com,,source
10656920,,Vito Ferri,,,vito.mferri@farmersagency.com,,List Import
11010378,Inactive Investor,William Parham,Chief Investment Officer;Founding Partner,Eton Advisors,,,Salesforce
10936464,Inactive Investor,John Antrim,Managing Director;Managing Partner,"Dover Advisors, LLC",,,Salesforce
11218008,,Jeani Winterbourne,"President, Chief Service Strategy Officer, Chief Operating Officer (SPIS)",,jeani.winterbourne@stewardpartnersis.com,,List Import
11127806,Inactive Investor,Jon Neely,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jon_neely@vanguard.com,,Salesforce
11217123,,Joshua Loud,,,jloud@janney.com,,Other
11223056,,Barbara Binder,,,bkb@bkbfinancial.com,,List Import
53045,,mathew bancroft,,United States,mjbanc@gmail.com,,
9626754,,Hasan ?ahin,,,hasansahin48@gmail.com,,List import
11236921,Inactive Investor,David Kim,Financial Advisor,IP Financial Advisory Services LLC Lone Tree CO Private Residence,,,Salesforce
10791205,Inactive Investor,Charles Rawl,,"Sunbelt Securities, Inc.",,,Salesforce
10803408,Inactive Investor,Chad Tobin,Chief Compliance Officer;Chief Investment Officer;Investment Advisor Representative;Senior Partner,"Slagle Financial, LLC.",ctobin@slaglefinancial.com,,Salesforce
9573766,,Megan Bates,,,mbates@tigerglobal.com,,List import
9641905,,Matthew Roberts,,,mroberts@nextcapitalmgmt.com,,List import
11186422,Inactive Investor,Thomas Davis,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11204921,Inactive Investor,Feijun Zhang,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
10798052,Inactive Investor,James Claiborne,Founder;Managing Partner;President;Regulatory Contact,"Financial Partners Group, Inc.",james@fpgkc.com,,Salesforce
11167126,Inactive Investor,Francesco Valenzano,,Thrivent Investment Management Inc.,,,Salesforce
11150473,Inactive Investor,Keith Casiano,,"Empower Financial Services, Inc Olathe KS Private Residence",keith.casiano@empower.com,,Salesforce
10865782,Inactive Investor,Rodney Stokes,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
10731243,,Alfin Alfin Al hakim,,,alfinalhakim8@gmail.com,,Web Form Fillout
11069556,Inactive Investor,Katherine Liotchev,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",,,Salesforce
10474010,,VARUN BEHAL,,,vbehal19@gmail.com,,Web Form Fillout
190393,,Gayle Wayne,,[Unknown],gaylewayne@mail.com,,source
9613765,,donghyun kim,,,dhandykim@hotmail.com,,List import
11066113,Inactive Investor,Alexander Friend,Associate Financial Advisor,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",alexander.friend@rbc.com,,Salesforce
11061728,Inactive Investor,Mark Frey,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,,,Salesforce
9612651,,Dawn Daggy-Mangerson,,,mangersond@mcdmgmt.com,,List import
10848521,Inactive Investor,David Rimkus,,LPL Financial LLC Orland Park IL 10725 W 159th St,david.rimkus@lpl.com,,Salesforce
233695,, -,,[[Unknown]],allgirltransport@yahoo.com,,Advertising
11085577,Inactive Investor,Fanny Iraheta,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",fanny.iraheta@ml.com,,Salesforce
11038028,Inactive Investor,Nicholas Phillips,Financial Advisor;Financial Planning Specialist,Morgan Stanley Denver CO 3033 E 1st Ave,nick.phillips@morganstanley.com,,Salesforce
11173043,Inactive Investor,Martin Gannon,,PNC Investments Cleveland OH 1900 E 9th St,martin.gannon@pnc.com,,Salesforce
11188391,Inactive Investor,Emrich Stellar,,"Osaic FA, Inc. Allentown PA 4972 Medical Center Cir",,,Salesforce
10955369,Inactive Investor,Fangfei Dong,,Citigroup Global Markets Inc.,,,Salesforce
11025550,Inactive Investor,Rodney Parivechio,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",rodney.parivechio@nm.com,,Salesforce
349052,,Raymond Chan,Partner,Atalaya Capital Management Lp,chan@atalayacap.com,212-201-1910,Manual List Upload
9596653,,Tracie Wood,,,tracie.wood@landmarkpartners.com,,List import
10777906,Inactive Investor,Scott Hall,,Jefferies LLC Chicago IL 155 N Wacker Dr,shall@jefferies.com,,Salesforce
11065069,Inactive Investor,Sorour Rabizadeh,,"U.S. Bancorp Investments, Inc. Calabasas CA 23642 Calabasas Rd",sorour.rabizadeh@usbank.com,,Salesforce
9639677,,Mark Allan,,,mark.allan@britinsurance.com,,List import
10776218,Inactive Investor,Kevin Skudera,,"World Investments, Inc. Red Bank NJ 566 State Rte 35",kevinskudera@tfsrep.com,,Salesforce
9614418,,berk uzun,,,berkuzunoglu2@gmail.com,,List import
11254249,Inactive Investor,Gaston Piscicelli,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
11005813,Inactive Investor,Dean Francisco,,Mutual of America Securities LLC,dean.francisco@mutualofamerica.com,,Salesforce
11255493,Inactive Investor,Daniel Quartararo,Advisor,"Zenith Advisory Group, LLC",,,Salesforce
11174883,Inactive Investor,Vanessa Short,,Thrivent Investment Management Inc. Culpeper VA Private Residence,vanessa.short@thrivent.com,,Salesforce
10510723,,Salvador Robles Luciano,Index Product Developer,VettaFi,salvador.roblesluciano@vettafi.com,,List Import
10957244,Inactive Investor,Mason Dunn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9648023,,Jabu Sibanyoni,,,factorymoneybitcoin@gmail.com,,List import
10826769,Inactive Investor,Katie Yoshioka,,UBS Financial Services Inc. Honolulu HI 733 Bishop St,katie.yoshioka@ubs.com,,Salesforce
10929938,Inactive Investor,James Wynne,Chief Compliance Officer;Investment Advisor;Principal,James A Wynne LLC,,,Salesforce
10974377,Inactive Investor,Cengiz Ozdemir,Chief Investment Officer;Investment Advisor,Arman James Investments,cengiz@armanjames.com,,Salesforce
10975738,Inactive Investor,Verna Conway,,Cetera Advisor Networks LLC Paducah KY 4645 Village Square Dr,,,Salesforce
9609233,,Dermot Walsh,,,dermot.walsh@davy.ie,,List import
373294,,Rahul Suthar,,[Unknown],rahul.suthar@yahoo.com,,source
11213304,Inactive Investor,William Consavage,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11223218,,Michael Haggerty,,,haggerty@tarealty.com,,List Import
10830351,Inactive Investor,Tyson Rising,Senior Vice President - Wealth Management,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,tyson.rising@ubs.com,,Salesforce
10898690,Inactive Investor,Thomas Andrews,,J.P. Morgan Securities LLC Denver CO 383 S Broadway,thomas.andrews@jpmorgan.com,,Salesforce
11185728,Inactive Investor,James Anderson,,Country Capital Management Company Monticello IL 114 S Charter St,james.d.anderson@countryfinancial.com,,Salesforce
11035837,Inactive Investor,Gregory Scharlott,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
9589991,,Henry Pizzutello,,,hpizzutello@bellatore.com,,List import
10921270,Inactive Investor,Jennifer Mahone,,Goldman Sachs & Co.,,,Salesforce
10596264,,Austin Burks,,,aburks@fullsailcapital.com,,Web Form Fillout
11041230,Inactive Investor,Andrew Zager,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,andy.zager@ubs.com,,Salesforce
10915938,Inactive Investor,Quan Vu,Financial Advisor,Edward Jones Burlingame CA 111 Anza Blvd,tiger.vu@edwardjones.com,,Salesforce
10768100,Inactive Investor,Linda South,Financial Advisor,Morgan Stanley Fort Worth TX 201 Main St,linda.south@morganstanley.com,,Salesforce
11259936,Inactive Investor,Travis Benne,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10828768,Inactive Investor,Mark Delp,Branch Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",mark.delp@wfafinet.com,,Salesforce
10826068,Inactive Investor,Bridget Wiltse,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",bride.wiltse@wellsfargoadvisors.com,,Salesforce
11030576,Inactive Investor,Kyle Baker,,J.P. Morgan Securities LLC Houston TX 12802 Memorial Dr,,,Salesforce
10897601,Inactive Investor,Gregory Reeder,Financial Advisor;Partner;President;Regulatory Contact,McClarren Financial Advisors,greg@mcclarren.com,,Salesforce
11148422,Inactive Investor,Kurt Biederman,,"Coldstream Securities, Inc.",kurt.biederman@coldstream.com,,Salesforce
9622821,,Zach Okin,,,zokin7@gmail.com,,List import
10929497,Inactive Investor,Russell McHenry,,"Allstate Financial Services, LLC Omaha NE 17940 Welch Plz",russellmchenry@allstate.com,,Salesforce
9600603,,Stephen Rogers,,,steve.rogers@lpl.com,,List import
11163988,Inactive Investor,Richard Farkas,Senior Financial Associate,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",richard.farkas@rbc.com,,Salesforce
10510777,,Tim Pierce,National Sales Manager,F/m Investments,timothypierce71@yahoo.com,,List Import
1004274,Inactive Investor,Contessa Archuleta,,Contessa Archuleta,cmarchulet@yahoo.com,,3rd Party Lead Gen
10763317,Inactive Investor,David Bloom,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",david.bloom@ml.com,,Salesforce
10756362,Inactive Investor,James Brain,Senior Vice President,Stephens Rogers AR 3100 Market St,jbrain@stephens.com,,Salesforce
10901320,Inactive Investor,Jason Reeves,,Cetera Investment Services LLC New Orleans LA 1820 Saint Charles Ave,,,Salesforce
10525882,,Omar Fathi,,,omarfathi201995@gmail.com,,Web Form Fillout
10914154,Inactive Investor,Paul Majerus,,LPL Financial LLC Chicago IL 111 W Monroe St,paul.majerus@lpl.com,,Salesforce
10996726,Inactive Investor,Christopher Hall,,LPL Financial LLC Redding CA 5000 Bechelli Ln,christopher.hall@lpl.com,,Salesforce
11204547,Inactive Investor,Darryl Jarmosco,,"Cambridge Investment Research, Inc. Grand Haven MI 12 Washington Ave",,,Salesforce
11100233,Inactive Investor,Ashli Luse,Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",ashli.luse@ampf.com,,Salesforce
9557090,,Dale Wood,,,dawood@royalaa.com,,List import
9589041,,Faith Vincent,,,fvincent@lbjadvisors.com,,List Import
10770462,Inactive Investor,John Shelton,Assistant;Branch Manager;Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. Leawood KS 10601 Mission Rd,john.shelton@opco.com,,Salesforce
10966303,Inactive Investor,Travis Crowell,Financial Advisor,"Ameriprise Financial Services, LLC Hondo TX 103 19th St",,,Salesforce
11064027,Inactive Investor,Nicholas Popovec,,LPL Financial LLC Buffalo NY 2199 Seneca St,nicholas.popovec@lpl.com,,Salesforce
10596822,,Ron Rosberg,,,rrosberg@aol.com,,Web Form Fillout
10617554,,Khomeini Khan,,,khomeini.khan@equitable.com,,List Import
11018488,Inactive Investor,John Hardin,,Stephens,jhardin@stephens.com,,Salesforce
9555450,,Debra Blevins,,,dblevins@financialguide.com,,
10901574,Inactive Investor,Allyson Frei,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,allyson.frei@fmr.com,,Salesforce
11188648,Inactive Investor,John Nagel,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
184258,,Preetam Dutta,,GrowthLine Capital,preetam@growthlinecap.com,,Other
11021206,Inactive Investor,David Messina,,LPL Financial LLC Waverly IA 2000 Heritage Way,david.messina@lpl.com,,Salesforce
9647707,,Dawn Zarcaro,,,dzarcaro@etfflows.com,,List import
11220065,,Gordon Maner,,,gordon.maner@ambwealth.com,,Other
10934569,Inactive Investor,Bennett Greely,,"Avantax Investment Services, Inc. Asheville NC 10 Brook St",,,Salesforce
10814141,Inactive Investor,Donna Harrison,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",donna_harrison@ml.com,,Salesforce
9552347,,Michael Barton,,,mbarton@melvincapital.com,,List import
10772857,Inactive Investor,Douglas Glock,Financial Representative,PFS Investments Inc. Brighton CO 29 N Main St,douglas.glock@primerica.com,,Salesforce
11197519,Inactive Investor,Laura Valliani,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9612147,,Michael Deverall,,,md71@ntrs.com,,List import
10885697,Inactive Investor,Jerry Mirolla,Managing Director;Regulatory Contact,Prossimo Advisors LLC,tmirolla@prossimoadvisors.com,,Salesforce
148763,,Deepak Yadav,,[Unknown],yadavdeepak44dy.dy@gmail.com,,source
9563150,,Delroy Fong,,,delroy.sat@gmail.com,,List import
9582175,,Teja Surapaneni,,,cfotpgc@gmail.com,,List import
9562325,,Hayley Clark,,,hayley.clark@53.com,,List import
11105339,Inactive Investor,Steven Mogul,,"Arete Wealth Management, LLC Northbrook IL 707 Skokie Blvd",steven.mogul@aretewealth.com,,Salesforce
216700,,Matthew Wicklund,,[Unknown],matt@contegocap.com,,Event
10936333,Inactive Investor,Tandi Rinker,,PFS Investments Inc. Cody WY 1706 19th St,tandi.rinker@primerica.com,,Salesforce
9576058,,Justin Bodnar,,,jb@iaac.com,,List import
11046753,Inactive Investor,Michael Muns,,Sigma Financial Corporation San Antonio TX 401 E Sonterra Blvd,,,Salesforce
187029,,James Beale,Capital Markets & Managed Solutions,Rockefeller Capital Management,jbeale@rockco.com,917-699-3687,
11152065,Inactive Investor,John Vogelsang,Sales Associate,Morgan Stanley,,,Salesforce
11176219,Inactive Investor,Amos Robinson,Head - Wealth,"Charles Schwab & Co., Inc.",,,Salesforce
9623832,,Laura Shin,,,laurashin@gmail.com,,List import
10870990,Inactive Investor,Alessandro Urbani,Manager;President,MainStreet Advisors,aurbani@mainstreetadv.com,,Salesforce
10902220,Inactive Investor,Jason Johnson,Financial Advisor,Edward Jones Menomonie WI 503 Broadway St S,jason.m.johnson@edwardjones.com,,Salesforce
10963076,Inactive Investor,Mateusz Sudol,Wealth Manager,"Price Financial Group Wealth Management, Inc.",,,Salesforce
7015582,,parvez alam wariskhan Khan,,,parvezalam3035@gmail.com,,Web Form Fillout
204753,,I Ahmed,,[Unknown],imran.ahmed@ymail.com,,Paid Social
11052714,Inactive Investor,Christopher Thixton,Principal,Pension Consultants Inc,thixton@pension-consultants.com,,Salesforce
11185943,Inactive Investor,Nicholas Damron,Financial Advisor,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",nicholas.r.damron@wellsfargoadvisors.com,,Salesforce
11078323,Inactive Investor,Shane Feist,Financial Advisor,"Ameriprise Financial Services, LLC Palm Springs CA 777 E Tahquitz Canyon Way",shane.feist@ampf.com,,Salesforce
10902863,Inactive Investor,Connor Smith,,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",connor.smith@ampf.com,,Salesforce
10614028,,John Zografos,Financial Advisor,,john.zografos@wellsfargoadvisors.com,,List Import
10892981,Inactive Investor,Sophia Demou,Client Relationship Specialist,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
9603869,,MATTISON ASHER,,,mattison.asher@consensys.net,,List import
11060621,Inactive Investor,Lee Neumann,,"Osaic Wealth, Inc. Chesterfield MO 16100 Chesterfield Pkwy W",,,Salesforce
9574828,,Rocky Gonzales,,,rockybgonzales@gmail.com,,List import
9588274,,Jim Dvorak,,,jim@newcastle-group.com,,List import
9565916,,Deonte Wren,,,deontewren@gmail.com,,List import
11108620,Inactive Investor,Richard Toner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,richard.toner@fidelity.com,,Salesforce
9621253,,James Evans,,,jimevans5192@gmail.com,,List import
10843105,Inactive Investor,Michael Tate,Chief Compliance Officer;President,Tate Private Wealth Advisers,mtate@tategrp.com,,Salesforce
9638643,,S?bastien Ramseyer,,,sebastien.ramseyer@rentesgenevoises.ch,,List import
10881651,Inactive Investor,Helen Pratt-Thomas,Financial Advisor;Senior Vice President;Senior Wealth Commercial Banker,LPL Financial LLC Charleston SC 34 Broad St,helen.prattthomas@lpl.com,,Salesforce
10771828,Inactive Investor,Thatsane Souvanaphong,Registered Associate,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,thatsane.souvanaphong@morganstanley.com,,Salesforce
11192217,Inactive Investor,Nicholas Collura,Chief Compliance Officer;Chief Operating Officer;Managing Director,Cincinnati Asset Management Inc,ncollura@cambonds.com,,Salesforce
10770279,Inactive Investor,Amy Mehus,Client Transition Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10870421,Inactive Investor,Janine Beal,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",janine.beal@empower.com,,Salesforce
9551704,,Lucinda Scott,,,lucinda.scott@transamerica.com,,List import
351672,,Chip Hasty,Partner,"Milestone Advisory Partners, Llc",chip@milestoneadvp.com,910-691-6100,Manual List Upload
9592340,,fred seufert,,,fredseufert@optonline.net,,List import
10880968,Inactive Investor,Lorraine Zeplinski,,Cetera Advisor Networks LLC Philadelphia PA 2401 Pennsylvania Ave,,,Salesforce
10821710,Inactive Investor,Amber Spiller,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",amber.spiller@ml.com,,Salesforce
10871511,Inactive Investor,Jordan Simon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jordan.simon@fmr.com,,Salesforce
10957789,Inactive Investor,Ethan Russman,,Emerson Equity LLC,erussman@emersonequity.com,,Salesforce
9599627,,Henry III,,,huharris@palladiumllc.com,,List import
9631998,,Eric Messmer,,,eric.messmer312@gmail.com,,List import
211448,,Robert Nam,Strategy & Operations Lead,Forte,rnam@forte.io,,Content
11031967,Inactive Investor,Amanda Caruth,,M1 Finance LLC,a.caruth@m1finance.com,,Salesforce
9622472,,Mark VanEsselstine,,,mvanesse@comcast.net,,List import
10928908,Inactive Investor,Patrick Kimmell,Financial Advisor,Edward Jones Greenwich NY 2 Church St,patrick.kimmell@edwardjones.com,,Salesforce
10782828,Inactive Investor,Brian Flood,Managing Director,J.P. Morgan Securities LLC Summit NJ 25 Deforest Ave,brian.david.flood@jpmorgan.com,,Salesforce
10754615,Inactive Investor,Stephen Carter,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Denver CO 44 Cook St",,,Salesforce
10773868,Inactive Investor,Chuang-Shyun Lin,Portfolio Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
9635048,,Gary Munowitz,,,gmunowitz@bear.com,,List import
38679,,Terry Hokaj,Financial Consultant,Thrivent Investment Management Inc.,terry.hokaj@thrivent.com,814-878-5727,
10695757,,Joao Chavira,,YCharts,joao@ycharts.com,,List Import
11230148,Inactive Investor,Suresh Basyal,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,sbasyal@ft.newyorklife.com,,Salesforce
9596989,,Richard Busillo,,,rbusillo@rtdfinancial.com,,List import
10880642,Inactive Investor,Ian Grey,,Jefferies LLC,igrey@jefferies.com,,Salesforce
11124259,Inactive Investor,Ivy Luu,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,lluu@ft.newyorklife.com,,Salesforce
10896820,Inactive Investor,Gregory McVie,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,gregory.mcvie@fidelity.com,,Salesforce
9638911,,Frederic Vibert,,,fv@blackmountcapital.com,,List import
9599248,,Huibers Kristof,,,huibers83@gmail.com,,List import
11025698,Inactive Investor,Kevin Swansburg,Financial Advisor,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",kevin.swansburg@nm.com,,Salesforce
11190071,Inactive Investor,Ivan Munoz,Registered Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
10910824,Inactive Investor,Vladimir Vinokurov,Premier Banker,"Wells Fargo Clearing Services, LLC New York NY 138 Clinton St",,,Salesforce
10808602,Inactive Investor,Olesia Rasiuk,Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
11010096,Inactive Investor,Kristen Vogel,,State Farm VP Management Corp.,,,Salesforce
10754852,Inactive Investor,Gerald Snyder,,LPL Financial LLC Brecksville OH Private Residence,gerald.snyder@lpl.com,,Salesforce
10884104,Inactive Investor,Bryan Klemm,Financial Advisor,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",bryan.klemm@valic.com,,Salesforce
10766674,Inactive Investor,Robert Hovan,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Providence RI 1 Financial Plz,robert.a.hovan@morganstanley.com,,Salesforce
346597,,Steven Shelton,"First Vice President, Sales","Banes Capital Management, Llc",sshelton@banescapital.com,901-261-5900,Manual List Upload
10659815,,Bradley Wehner,,,bwehner@stifel.com,,List Import
10941549,Inactive Investor,Paul Robertson,,LPL Financial LLC Phoenix AZ 7600 N 15th St,paul.robertson@lpl.com,,Salesforce
3311831,,Ruben Husu,,Ruben Husu,rubenhusu@outlook.com,4047814663,Web Form Fillout
11173730,Inactive Investor,Noah Wills,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,noah.wills@opco.com,,Salesforce
11207824,Inactive Investor,Michael Szejbach,,PFS Investments Inc. Washington MI 67795 Van Dyke Rd,michael.szejbach@primerica.com,,Salesforce
10769352,Inactive Investor,George Ricks,Financial Advisor,"Northwestern Mutual Investment Services, LLC Lima OH 1662 W Breese Rd",george.ricks@nm.com,,Salesforce
10926566,Inactive Investor,Cooper Villhauer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cooper_villhauer@vanguard.com,,Salesforce
11017297,Inactive Investor,Brian Bizjack,Financial Advisor,Morgan Stanley Tulsa OK 2200 S Utica Pl,brian.bizjack@morganstanley.com,,Salesforce
51050,,Noelle Kim,"Branch Office Supervisor, Investment Advisor Representative","Transamerica Financial Advisors, Inc",noelle.kim@transamerica.com,404-557-2573,
11028929,Inactive Investor,Xiaodan Wang,,J.P. Morgan Securities LLC San Jose CA 99 E San Fernando St,xiaodan.wang@jpmorgan.com,,Salesforce
10993546,Inactive Investor,Alex Arias,,J.P. Morgan Securities LLC Saint Louis MO 7676 Forsyth Blvd,alex.arias@jpmorgan.com,,Salesforce
10854563,Inactive Investor,Jerome Delsordo,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,jerome.delsordo@gs.com,,Salesforce
11204778,Inactive Investor,Jeannette Whipple,Manager,LPL Financial LLC,jeannette.whipple@lpl.com,,Salesforce
9611655,,Robert Stella,,,rstella@magnifi.com,,List import
11016173,Inactive Investor,Daniel Penera,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10988366,Inactive Investor,Alexia Duron,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
165289,,Kyle McCroskey,,[Unknown],thekreal@yahoo.com,,
11255496,Inactive Investor,Andrew St. Jean,Wealth Advisor,"Solitude Financial Services, Inc.",andrew@solitudefinancial.com,,Salesforce
9579508,,Carla Mahoney Ott,,,carla.mahoney@fidelity.com,,List import
10784930,Inactive Investor,Cynthia Dudzik,,"Wells Fargo Advisors Financial Network, LLC Wheeling WV 2001 Main St",cynthia.dudzik@wellsfargoadvisors.com,,Salesforce
10847446,Inactive Investor,Anthony Iacobucci,Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",tony.iacobucci@raymondjames.com,,Salesforce
11111913,Inactive Investor,Denise Stephens,,Cetera Advisor Networks LLC Miami FL 5251 SW 64th Ave,denise.stephens@ceterawealth.com,,Salesforce
9584253,,Scott Munger,,,smunger@vpadvisor.com,,List import
10786540,Inactive Investor,John Roda,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,,,Salesforce
11135242,Inactive Investor,Scott Jackson,,Country Capital Management Company Champaign IL 3123 Village Office Pl,scott.jackson@countryfinancial.com,,Salesforce
9605422,,Sanjay Khindri,,,skhindri@harvestmlp.com,,List import
10806983,Inactive Investor,Stephen Burt,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",stephen.burt@rbc.com,,Salesforce
10849697,Inactive Investor,Steven Talia,Financial Advisor;Senior Vice President,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,steven.talia@morganstanley.com,,Salesforce
193392,,Patrick Palavicini,,[Unknown],patrickpalavicini@gmail.com,,
10827191,Inactive Investor,Kerri Donovan,Senior Sales Associate,"Raymond James & Associates, Inc. Boston MA 1 International Pl",kerri.donovan@raymondjames.com,,Salesforce
10781861,Inactive Investor,Stephen Finelli,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,stephen.finelli@fidelity.com,,Salesforce
11167462,Inactive Investor,Robert Chewning,,"Saybrus Equity Services, LLC Palm Beach Gardens FL Private Residence",rchewning@saybruspartners.com,,Salesforce
11171849,Inactive Investor,Paul Kullback,,"Leigh Baldwin & Co., LLC Aurora CO Private Residence",,,Salesforce
10948360,Inactive Investor,Michele Beam,Managing Partner,"Dunamis Capital Consulting, LLC Wellington FL 12798 Forest Hill Blvd",,,Salesforce
11134420,Inactive Investor,Silvia Corral,Private Client Advisor,J.P. Morgan Securities LLC Saint Charles IL 520 Dunham Rd,silvia.corral@jpmorgan.com,,Salesforce
10787796,Inactive Investor,Donald Cheval,Financial Advisor,Edward Jones Aurora IL Private Residence,donald.cheval@edwardjones.com,,Salesforce
11130810,Inactive Investor,Matthew Ratchenski,Financial Advisor,LPL Financial LLC Alexandria MN 405 50th Ave W,m.ratchenski@lpl.com,,Salesforce
10813173,Inactive Investor,Janet Bates,Financial Advisor,Edward Jones Lubbock TX 10507 Quaker Ave,janet.bates@edwardjones.com,,Salesforce
10877021,Inactive Investor,Michael Jones,Chief Compliance Officer;Financial Advisor;President,"LifeCourse Capital, Inc.",michaelj@lccapital.net,,Salesforce
10762418,Inactive Investor,Richard Callahan,Senior Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,rich.callahan@ubs.com,,Salesforce
11062079,Inactive Investor,Carol Ball,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
189849,,Scott DeLeeuw,,[Unknown],scott.dl@gmail.com,,source
9579736,,David Morgan,,,dmorgan@lbmc.com,,List import
11068387,Inactive Investor,Daniel Villeda,,J.P. Morgan Securities LLC Orland Park IL 15100 S La Grange Rd,daniel.x.villeda@chase.com,,Salesforce
10947415,Inactive Investor,Deep Patel,Co-Founder;Managing Member,Genrise Wealth Advisors LLC,deep.patel@genrisewealth.com,,Salesforce
10852355,Inactive Investor,Stephen Devlin,,LPL Financial LLC Homer Glen IL 12551 W 159th St,stephen.devlin@lpl.com,,Salesforce
11025451,Inactive Investor,Kamaksha Bhatia,,J.P. Morgan Securities LLC Marietta GA 1740 Powder Springs Rd SW,kamaksha.bhatia@chase.com,,Salesforce
9593505,,Raúl Celeita,,,raulceleita@gmail.com,,List import
11179526,Inactive Investor,Terry Sparks,,State Farm VP Management Corp. Iola KS 15 W Madison Ave,terry.sparks.b563@statefarm.com,,Salesforce
11036635,Inactive Investor,Claudina Judd,,J.P. Morgan Securities LLC Sonoma CA 501 Broadway,claudina.judd@jpmorgan.com,,Salesforce
9627631,,Lutz Krafft,,,mail@lutz-krafft.de,,List import
10797641,Inactive Investor,Nicholas Walsh,,"Wells Fargo Advisors Financial Network, LLC Avon CT 55 Nod Rd",nicholas.walsh@wellsfargoadvisors.com,,Salesforce
224131,,Desiree DeMars,,[Unknown],desireeddemars@gmail.com,,source
10879328,Inactive Investor,Laura Thramer,Financial Advisor,Edward Jones Edmonds WA 210 5th Ave S,laura.thramer@edwardjones.com,,Salesforce
10614137,,Scott Salisbury,Private Wealth Financial Advisor,,scott.salisbury@wellsfargoadvisors.com,,List Import
9583060,,Brian Skarbek,,,brian.skarbek@cypresscapitalgroup.com,,List import
11198573,Inactive Investor,Joann Morgano,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",joann.m.morgano@ampf.com,,Salesforce
9562957,,Ian Arnold,,,iarnold@putschusa.com,,List import
54682,,Jargalan Monkhoo,,Mongolia,jargalanmonkhoo@gmail.com,,
9585524,,Ramsey Bova,,,ramsey@moneywatchadvisors.com,,List import
10859011,Inactive Investor,Michael Christian,Financial Advisor;Managing Partner,EverPar Advisors LLC,michael.christian@everpar.com,,Salesforce
11132817,Inactive Investor,Darren Bell,,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",darren.bell@oneamerica.com,,Salesforce
11054366,Inactive Investor,Robert O'Dea,Financial Advisor,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",robert.odea@wellsfargo.com,,Salesforce
10811662,Inactive Investor,Craig Reiser,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Norfolk NE 2006 Market Ln",craig.reiser@mutualofomaha.com,,Salesforce
11228515,Inactive Investor,Vincenzo Russo,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,vincenzo.russo@jpmorgan.com,,Salesforce
10829041,Inactive Investor,Torva Smith,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",torva.l.smith@ml.com,,Salesforce
10760809,Inactive Investor,Timothy Prete,Executive Director;Financial Advisor,Morgan Stanley Hartford CT 225 Asylum St,timothy.prete@morganstanley.com,,Salesforce
10933749,Inactive Investor,Austin Brock,,"Raymond James Financial Services, Inc. Kahului HI 20 W Kaahumanu Ave",austin.brock@raymondjames.com,,Salesforce
10935016,Inactive Investor,Mark Leong,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",mark.leong@nm.com,,Salesforce
10936167,Inactive Investor,Joseph Borelli,Financial Advisor,Edward Jones North Haven CT 2 George St,jay.borelli@edwardjones.com,,Salesforce
10867135,Inactive Investor,Tyler Fagergren,,"DFPG Investments, LLC",,,Salesforce
11211836,Inactive Investor,Damian Nold,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 12900 Whitewater Dr",damian.l.nold@ampf.com,,Salesforce
10984209,Inactive Investor,Diana Delgado,,J.P. Morgan Securities LLC Miami FL 9352 SW 56th St,diana.delgado@jpmorgan.com,,Salesforce
10786970,Inactive Investor,Adam Lipski,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",adam.lipski@ml.com,,Salesforce
10797388,Inactive Investor,Patricia Arredondo-Chavez,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",patricia.arredondo-chavez@ml.com,,Salesforce
10986234,Inactive Investor,Katie Chiu,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,kchiu@lincolninvestment.com,,Salesforce
10931511,Inactive Investor,Michael Hackett,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe Rd",michael.hackett@raymondjames.com,,Salesforce
10938858,Inactive Investor,William Handwerker,Investment Advisor Representative,"Osaic FA, Inc. Delray Beach FL Private Residence",,,Salesforce
11145978,Inactive Investor,Matthew Harsch,Chartered Financial Consultant;Chartered Retirement Planning Counselor;Family Wealth Advisor;Financial Advisor;Financial Plannin,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
10962330,Inactive Investor,Aaron Imholte,Financial Advisor,"Principal Securities, Inc. Saint Cloud MN 3812 8th St N",,,Salesforce
10835373,Inactive Investor,James Hennessy,Managing Director,Wedbush Securities Inc. Roseville CA 2999 Douglas Blvd,james.hennessy@wedbush.com,,Salesforce
10803672,Inactive Investor,Joseph Dahinden,Investment Advisor Representative,D.A. Davidson & Co. Bozeman MT 1101 E Main St,jdahinden@dadco.com,,Salesforce
11047903,Inactive Investor,Michael Rooney,Branch Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",mike.rooney@rbc.com,,Salesforce
10828113,Inactive Investor,Keith Garland,Financial Advisor,"Wells Fargo Clearing Services, LLC Middletown DE 310 Dove Run Dr",steve.garland@wellsfargo.com,,Salesforce
219645,,Daniel Jung,,[Unknown],jeh1216@me.com,,
10755942,Inactive Investor,Thomas Brown,Associate Vice President,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",thomas.brown@raymondjames.com,,Salesforce
10936789,Inactive Investor,Rayford Gustafson,,"Allstate Financial Services, LLC Keller TX 8821 Davis Blvd",rayfordgustafson@allstate.com,,Salesforce
11232015,Inactive Investor,Peter Shapoval,,Commonwealth Financial Network Minneapolis MN 7900 International Dr,,,Salesforce
11057641,Inactive Investor,Jacqueline Ray,,Purshe Kaplan Sterling Investments,jacqueline.ray@lpl.com,,Salesforce
11154557,Inactive Investor,Roger Baldwin,,State Farm VP Management Corp. Oneida TN 20291 Alberta St,roger.r.baldwin.b1zw@statefarm.com,,Salesforce
10965451,Inactive Investor,Eusef Malik,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",,,Salesforce
11100226,Inactive Investor,Tyler Malek,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
10817466,Inactive Investor,Ilie Neculae,,Gateway Financial Agency Corporation,,,Salesforce
10792958,Inactive Investor,Danny Frazell,President,"Legacy Wealth Advisors, Inc.",,,Salesforce
11047992,Inactive Investor,Richard Schell,,Comerica Securities,reschell@comerica.com,,Salesforce
11071257,Inactive Investor,Daniel Condon,,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",dcondon@brokersifs.com,,Salesforce
10842282,Inactive Investor,Michael Duncan,Partner,Prime Capital Financial Paramus NJ 115 W Century Rd,mduncan@pciawealth.com,,Salesforce
10979181,Inactive Investor,Charles Lombardo,Chief Investment Officer;Founder;President;Principal;Shareholder,"Delta Capital Management, Inc. New Albany OH Private Residence",clombardo@investdcm.com,,Salesforce
11181511,Inactive Investor,Judy Kee,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",judy.kee@tiaa.org,,Salesforce
10868669,Inactive Investor,Paul Kluskowski,Chairman;Investment Manager,"T/R Financial Management Group, LLC Farmington MN 19738 Butternut Trl",pjk@trfinancial.net,,Salesforce
9602209,,Dan McBreen,,,danmcbreen@gmail.com,,List import
170344,,Raymond Drost,,[Unknown],raydrost@gmail.com,,
198628,,vic concepcion,,[Unknown],vconcepc@yahoo.com,,
10940987,Inactive Investor,Robert Johnson,,State Farm VP Management Corp. Clarksburg WV 614 E Main St,,,Salesforce
11042144,Inactive Investor,Jay Brown,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",kurt.brown@wellsfargoadvisors.com,,Salesforce
11045619,Inactive Investor,Philippe Sun,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",felipe.sun@prudential.com,,Salesforce
9635206,,Kristen Rhine,,,krhine@waller.com,,List import
11052767,Inactive Investor,Michael Gouvalaris,Investment Advisor Representative,"James D. Maxon Financial Advisors, LLC",michael@jdmaxoncpa.com,,Salesforce
9553976,,Agus Kusuma,,,aguskusumaaa@gmail.com,,List import
10923252,Inactive Investor,Bartholomew Snyder,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
9593626,,Rachel Chang,,,rchang@redmilegrp.com,,List import
10899287,Inactive Investor,Kyle Toy,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,kyle.m.toy@jpmorgan.com,,Salesforce
11133855,Inactive Investor,Jacob Martin,,"Sanctuary Securities, Inc.",jmartin@sanctuarywealth.com,,Salesforce
47827,,Steven Truitt,Private Bank Investment Executive,"Fifth Third Securities, Inc.",steve.truitt@53.com,614-744-5483,
10809131,Inactive Investor,Ray Muecke,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
11084267,Inactive Investor,Daniel McManus,,"Osaic Wealth, Inc. E Taunton MA Private Residence",,,Salesforce
9600279,,M Sim,,,marksimms@hitmail.com,,List import
222467,,Mohamed Bazzi,,[Unknown],mbazzi79@yahoo.com,,
11254561,Inactive Investor,Lillie Ware,,"CapFinancial Securities, LLC. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
9623575,,Sam Solie,,,solie.sam@gmail.com,,List import
2439436,,Reshie naseer,,,reshienaseer372@gmail.com,,
11105096,Inactive Investor,Kori Albi,Financial Advisor,Edward Jones Meridian ID 1494 W Ustick Rd,kori.albi@edwardjones.com,,Salesforce
9569942,,Bernhard Sombekke,,,b.p.sombekke@gmail.com,,List import
11151771,Inactive Investor,Allison Schuller,Client Service Associate,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,allison.e.schuller@lpl.com,,Salesforce
10832661,Inactive Investor,Evan Malone,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Nashville TN 818 18th Ave S",evan.malone@rbc.com,,Salesforce
9578717,,Michael Watson,,,michael.watson@lfg.com,,List import
11192694,Inactive Investor,Geoffrey Doro,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",geoffrey_doro@ml.com,,Salesforce
239127,,Santiago Gonzalez,,[Unknown],santiago@gonzalezlemus.com,,Direct
11235881,Inactive Investor,Anthony Vu,Financial Advisor,"Pure Financial Advisors, LLC Brea CA 3040 Saturn St",anthony.vu@purefinancial.com,,Salesforce
11108863,Inactive Investor,Peter Scruggs,Director;Managing Member;Principal,"Scruggs Advisors, LLC",,,Salesforce
11221250,,Stephen Yock,,,syock@ftportfolios.com,,List Import
11053601,Inactive Investor,Kay Ann Blackwood,,"Wells Fargo Clearing Services, LLC Delray Beach FL 5030 Linton Blvd",,,Salesforce
10868040,Inactive Investor,David Orloff,,"Lion Street Financial, LLC Cleveland OH 1100 Superior Ave E",dorloff@lionstreet.com,,Salesforce
9548553,,Erik Aaram,,,erikaaram@live.no,,List import
10937628,Inactive Investor,David Suominen,,"Fifth Third Securities, Inc. Chicago IL 5501 N Ashland Ave",david.suominen@53.com,,Salesforce
11221336,,Sam Kang,,,skang@firstrepublic.com,,List Import
221537,,Ashish Khetan,,[Unknown],ashishkhetan72@gmail.com,,Direct
9565270,,Jeffrey Allen,,,jsallen@synergycapitalsolutions.com,,List import
10965212,Inactive Investor,John Terry,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",,,Salesforce
9596623,,Gregory Rademacher,,,greg@btnwd.com,,List import
10809484,Inactive Investor,John Gambetta,,LPL Financial LLC Milan IN Private Residence,john.gambetta@lpl.com,,Salesforce
10443778,,Joshua Klein,,,joshuaklein509@gmail.com,5049457647,Web Form Fillout
195205,,Richard Tan,,[Unknown],888.richardtan@gmail.com,,source
10904758,Inactive Investor,Gregory Duncan,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11085658,Inactive Investor,Linda Healy,Senior Service Associate,"Raymond James & Associates, Inc. Little Rock AR 12921 Cantrell Rd",linda.healy@raymondjames.com,,Salesforce
10804238,Inactive Investor,Edward Hanks,Private Wealth Advisor,"Ameriprise Financial Services, LLC Galax VA 115 N Monroe St",,,Salesforce
10797601,Inactive Investor,Barbara Layton,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,blayton@janney.com,,Salesforce
10656222,,Tonya Coleman,,,tonya.coleman@voyafa.com,,List import
203446,,Patricia Carvajal,,Economist,carvajalypatricia@gmail.com,5.93998E+11,Paid Search
10838030,Inactive Investor,Chuck McBeain,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",chuck.mcbeain@bofa.com,,Salesforce
9585735,,Matthew Ahern,,,ma@knightsbridgeusa.com,,List import
10789796,Inactive Investor,David Lannes,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",david.lannes@schwab.com,,Salesforce
10826121,Inactive Investor,Thomas McCullum,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",thomas.mccullum@ml.com,,Salesforce
11004513,Inactive Investor,Janice Anastasia,,PFS Investments Inc. Danbury CT 6 Berkshire Pl,,,Salesforce
10840958,Inactive Investor,Mark Carson,Chief Compliance Officer;President,"Riverside Investment Management, Inc.",,,Salesforce
11230262,Inactive Investor,Bogdan Shostak,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,,,Salesforce
10890257,Inactive Investor,William Tripp,Financial Advisor,"Independent Advisor Alliance, LLC Aiken SC 1419 Pine Log Rd",,,Salesforce
9576637,,Tyler@talloaksrealty.com LaBelle,,,tyler@talloaksrealty.com,,List import
10870320,Inactive Investor,Timothy Ohara,,HSBC Securities (USA) Inc. Smithtown NY 180 E Main St,timothy.ohara@us.hsbc.com,,Salesforce
10619966,,Brian Lord,,,blord@nb.com,,List Import
10945053,Inactive Investor,Maria Garcia Nuesi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",,,Salesforce
11100775,Inactive Investor,Maurice Eskenazi,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",maurice_eskenazi@ml.com,,Salesforce
10873280,Inactive Investor,Adrienne Alvarez,Financial Professional,LPL Financial LLC Huntington Beach CA 7881 Edinger Ave,adrienne.alvarez@lpl.com,,Salesforce
11190869,Inactive Investor,Baunit Acosta Calderin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10835722,Inactive Investor,Cynthia Parson,Financial Advisor,Edward Jones Saint Louis MO 3636 S Geyer Rd,cynthia.grey@edwardjones.com,,Salesforce
11126193,Inactive Investor,Gregory Hagbom,Financial Advisor,LPL Financial LLC East Lansing MI Private Residence,gregory.hagbom@lpl.com,,Salesforce
1002236,Inactive Investor,Linda Postorivo,CIO,Beringer Group,lpostorivo@theberingergroup.com, +1 610 293 2020,
11198393,Inactive Investor,Justin Misevcis,,Key Investment Services LLC Hudson NY 160 Fairview Ave,justin.misevcis@key.com,,Salesforce
11077887,Inactive Investor,Thomas Ervolina,,"LaSalle St Securities, L.L.C. Allentown PA 1150 Glenlivet Dr",tervolina@lasallest.com,,Salesforce
10995993,Inactive Investor,Jose Croce,,NYLIFE Securities LLC Modesto CA Private Residence,jcroce@ft.newyorklife.com,,Salesforce
10994583,Inactive Investor,Michael Maslousky,,"Empower Financial Services, Inc",michael.maslousky@empower.com,,Salesforce
110712,,Jalan Kumar,,Gally coin,jalankumar98@gmail.com,7784445562,
10836826,Inactive Investor,Kim Murphy,Financial Advisor,Edward Jones Santa Rosa CA 3510 Unocal Pl,kim.murphy@edwardjones.com,,Salesforce
11178205,Inactive Investor,Brian Bernstein,,"Osaic Institutions, Inc. Plainview NY 1125 Old Country Rd",,,Salesforce
11109844,Inactive Investor,Adam Mason,,LPL Financial LLC Plymouth WI 515 E Mill St,adam.mason@lpl.com,,Salesforce
10836465,Inactive Investor,Denise Depriest,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport TN 7 Sheridan Sq",denise.depriest@ml.com,,Salesforce
11129680,Inactive Investor,Steven Solomon,Senior Vice President - Wealth Management,UBS Financial Services Inc. West Nyack NY Private Residence,steven.solomon@ubs.com,,Salesforce
10946088,Inactive Investor,Brenda Galindo,,"Wells Fargo Clearing Services, LLC Ocala FL 1399 NE 25th Ave",,,Salesforce
9560785,,Jason Powell,,,jason.powell@fidelity.com,,List import
10782965,Inactive Investor,Eben Burr,President,Toews Asset Management,eburr@toewscorp.com,,Salesforce
11198760,Inactive Investor,Pavlos Papageorgiou,,Emerson Equity LLC,ppapageorgiou@emersonequity.com,,Salesforce
11026454,Inactive Investor,Kristen Litvin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10840548,Inactive Investor,Pravinchandra Thakkar,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
10907965,Inactive Investor,Colette Snyder,Investment Advisor Representative,"Royal Fund Management, LLC Denver CO 550 S Wadsworth Blvd",,,Salesforce
11191629,Inactive Investor,Jennifer Morrow,Senior Trust Advisor;Vice President,"Fifth Third Securities, Inc. Grove City OH 4128 Hoover Rd",jennifer.morrow@53.com,,Salesforce
10808590,Inactive Investor,Shawn Creger,Financial Advisor,Edward Jones Prairie Village KS 7301 Mission Rd,shawn.creger@edwardjones.com,,Salesforce
11094706,Inactive Investor,Janice Schmidt,Senior Client Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,janice.r.schmidt@ubs.com,,Salesforce
11037631,Inactive Investor,Robert Runkle,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,robert.runkle@morganstanley.com,,Salesforce
10866778,Inactive Investor,Matthew Buddo,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",matthew.buddo@truist.com,,Salesforce
11179987,Inactive Investor,Daniel Kay,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Charleston WV 200 Association Dr,dkay@rwbaird.com,,Salesforce
11006106,Inactive Investor,James Jessup,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",,,Salesforce
10769924,Inactive Investor,Shelia Henry,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Atlanta GA 5565 Glenridge Connector,shelia.henry@morganstanley.com,,Salesforce
9629347,,Robert Drebert,,,robbieryan.crypto@gmail.com,,List import
10995253,Inactive Investor,Benjamin McNett,Vice President,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",benjamin.mcnett@equitable.com,,Salesforce
10928531,Inactive Investor,Blake Thomason,Financial Advisor,Edward Jones Lawrenceburg TN 15 Public Sq,,,Salesforce
1003888,Inactive Investor,Justin Mares,,Justin Mares,jwmares@gmail.com,703-728-7906,
10932870,Inactive Investor,Ernest Tse,,"Osaic FS, Inc. San Francisco CA 1250 Jones St",,,Salesforce
11041467,Inactive Investor,Aileen Hoopes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11049204,Inactive Investor,Joel Ponton,,State Farm VP Management Corp. San Antonio TX 4079 N Loop 1604 W,joel.ponton.jfrr@statefarm.com,,Salesforce
11009575,Inactive Investor,Carter James,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,ccjames@ft.newyorklife.com,,Salesforce
10945888,Inactive Investor,Theodore Polevoy,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,theodore.polevoy@jpmorgan.com,,Salesforce
10990776,Inactive Investor,Lawrence Chin,,NYLIFE Securities LLC San Francisco CA 425 Market St,lachin@ft.newyorklife.com,,Salesforce
10991438,Inactive Investor,Nicholas Macri,,LPL Financial LLC Boca Raton FL 7025 Beracasa Way,nicholas.macri@lpl.com,,Salesforce
341045,,Peter Osborne,"Financial Advisor, Partner, Regulatory Contact",Moneco Advisors,peter@monecoadvisors.com,203-319-3550,Manual List Upload
9568160,,Mark Johnston,,,ulatec@gmail.com,,List import
234777,, -,,[[Unknown]],john.hassett805@gmail.com,,product
11074329,Inactive Investor,Michael Caffey,Chief Executive Officer;Chief Investment Officer;Managing Member;Principal;Regulatory Contact,Family Dynasty Advisors LLC,,,Salesforce
10934308,Inactive Investor,William Newman,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10890782,Inactive Investor,Rico Knight,Senior Associate,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,rico.knight@jpmorgan.com,,Salesforce
11205708,Inactive Investor,Michelle Oliver,,"Osaic Wealth, Inc. Glen Allen VA Private Residence",,,Salesforce
11008524,Inactive Investor,Bryant Jacobs,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",bryant.jacobs@nm.com,,Salesforce
10805955,Inactive Investor,Sandra McPeak,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",sandra.mcpeak@wellsfargoadvisors.com,,Salesforce
11045182,Inactive Investor,Kristina Clark,Associate,Thrivent Investment Management Inc. Boca Raton FL 150 E Palmetto Park Rd,kristi.clark@thrivent.com,,Salesforce
10799842,Inactive Investor,Christopher Buoncore,Private Client Advisor,J.P. Morgan Securities LLC New York NY 26 Astor Pl,christopher.x.buoncore@jpmorgan.com,,Salesforce
10842446,Inactive Investor,Jeffrey Katz,,"Parkland Securities, LLC Hopedale MA Private Residence",,,Salesforce
9592977,,Allison McDowell,,,mcdowella@waltonst.com,,List import
11203013,Inactive Investor,Sandra Edwards,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11130996,Inactive Investor,Connor Phares,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11228892,Inactive Investor,Maxwell Gill,,J.P. Morgan Securities LLC Lafayette LA 3930 W Congress St,,,Salesforce
11173387,Inactive Investor,Randall Sims,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",randall.sims@schwab.com,,Salesforce
11044946,Inactive Investor,Gina Carey,Financial Advisor,"Ameriprise Financial Services, LLC Carbondale PA 79 Dundaff St",gina.p.bonacci.carey@ampf.com,,Salesforce
9587716,,Mike Kim,,,mikekim222@hotmail.com,,List import
9594891,,Greg Boll,,,greg@hersheyfinancialadvisers.com,,List import
10765752,Inactive Investor,Beau Erickson,Financial Advisor,"Ameriprise Financial Services, LLC Duluth MN 227 W 1st St",beau.2.erickson@ampf.com,,Salesforce
11155139,Inactive Investor,Tanvi Kapoor,,Goldman Sachs & Co.,,,Salesforce
10661404,,Jeffrey Holland,,,jeff@thehollandportfolios.com,,List import
10926853,Inactive Investor,Andrew Metz,Financial Advisor,Edward Jones Durham NC 2451 Croasdaile Farm Pkwy,andrew.metz@edwardjones.com,,Salesforce
11029351,Inactive Investor,Morgan Valdez,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10901597,Inactive Investor,Shakib Mashata,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",shakib.mashata@ml.com,,Salesforce
11079179,Inactive Investor,Jeffrey O'Donnell,Financial Advisor,LPL Financial LLC Rushford MN 109 S Mill St,jeffrey.odonnell@lpl.com,,Salesforce
10828088,Inactive Investor,Craig Bell,Financial Advisor,Edward Jones Marshfield MO 102 W Madison St,craig.bell@edwardjones.com,,Salesforce
10867146,Inactive Investor,Remy Fields,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
11054345,Inactive Investor,Clayton Walters,Financial Advisor;Vice President,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",clay.walters@rbc.com,,Salesforce
371584,,Nikolas Lozi,,[Unknown],nikola0613@gmail.com,,Salesforce
10907660,Inactive Investor,Matthew Pisera,,NYLIFE Securities LLC Winter Park FL 147 E Lyman Ave,mpisera@ft.newyorklife.com,,Salesforce
11174894,Inactive Investor,Jackie Schaider,,"Osaic Wealth, Inc. Gilroy CA Private Residence",,,Salesforce
11221631,,Darren Daye,,,ddaye@nationalsecurities.com,,List import
10864645,Inactive Investor,Christy Barilotti,,NYLIFE Securities LLC Philadelphia PA 1113 Admiral Peary Way,cbarilotti@ft.newyorklife.com,,Salesforce
11020469,Inactive Investor,Ratsmee Vang,,"U.S. Bancorp Investments, Inc. Minneapolis MN 200 S 6th St",,,Salesforce
10778899,Inactive Investor,Christopher Brennan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",christopher.a.brennan@ampf.com,,Salesforce
10795536,Inactive Investor,Carly Hensley,Partner;Wealth Manager,Merit Financial Advisors Charlotte NC 4235 Southstream Blvd,,,Salesforce
10924463,Inactive Investor,Ryan Schlagel,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11165984,Inactive Investor,Nathan Flores,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,66ffp@primerica.com,,Salesforce
10955048,Inactive Investor,Matthew Lozano,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,,,Salesforce
9547871,,Matthew Montana,,,mmontana@hightoweradvisors.com,,List import
10761843,Inactive Investor,Daniel Grattan,Chief Compliance Officer;Vice President - Operations,"Grattan Financial Strategies, Inc.",,,Salesforce
10929837,Inactive Investor,Julie Donahue,,LPL Financial LLC New Lenox IL 100 Batson Ct,julie.donahue@lpl.com,,Salesforce
10757439,Inactive Investor,T Nelson,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",bruce_nelson@ml.com,,Salesforce
10786376,Inactive Investor,Andrew Lobes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10859860,Inactive Investor,Marjorie Zethraus,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
10936107,Inactive Investor,James Smith,,Cetera Investment Services LLC Nashville TN 5707 Nolensville Pike,james.smith@ceterais.com,,Salesforce
10860179,Inactive Investor,Michael Francis,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC New York NY 122 E 42nd St",michael.francis@ampf.com,,Salesforce
10927409,Inactive Investor,Aundra Erickson,,Country Capital Management Company Pillager MN 984 Marlin Pl W,aundra.erickson@countryfinancial.com,,Salesforce
10973800,Inactive Investor,Zachary Roberts,,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",zachary.roberts@firsthorizon.com,,Salesforce
180179,,Željka Krajtner,,Å½eljka Krajtner,zkrajtner@gmail.com,,Paid Social
11040092,Inactive Investor,Michael Vary,Financial Advisor;First Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,michael.vary@morganstanley.com,,Salesforce
11194325,Inactive Investor,Brett Brennan,Financial Advisor,"Osaic Wealth, Inc. Lees Summit MO 3640 NE Ralph Powell Rd",,,Salesforce
10924148,Inactive Investor,Samuel Henderson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",samuel.henderson@tiaa.org,,Salesforce
11212504,Inactive Investor,Leslie McIntosh,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Sumter SC 6 Law Range",travis.mcintosh@raymondjames.com,,Salesforce
10765957,Inactive Investor,Richard Hammer,Financial Advisor,Edward Jones Alexandria LA 2371 S Macarthur Dr,richard.hammer@edwardjones.com,,Salesforce
371638,,Andre Do,,"France, Metropolitan",doandre@yahoo.com,,Salesforce
11008182,Inactive Investor,Ryan Sanz,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10783349,Inactive Investor,Hong Qin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10868283,Inactive Investor,Stephen Beam,,Stonex Securities Inc. Woburn MA 10 Tower Office Park,,,Salesforce
11156072,Inactive Investor,Adam Messick,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 15004 Avery Ranch Blvd,adam.messick@jpmorgan.com,,Salesforce
11070762,Inactive Investor,Jamie Goldsmith,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jamie.goldsmith@ml.com,,Salesforce
11208895,Inactive Investor,William Bixby,,"Farmers Financial Solutions, LLC Elkhorn WI 23 S Wisconsin St",wbixby@farmersagent.com,,Salesforce
11199246,Inactive Investor,Michael Binkley,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,michael.binkley@jpmorgan.com,,Salesforce
11004820,Inactive Investor,Jacob Kaminetsky,,Webull Financial LLC,,,Salesforce
9555749,,Arthur Castleton,,,masterscorpino@gmail.con,,List import
11019584,Inactive Investor,Henry McFadden,,"Equitable Advisors, LLC Texarkana TX 1421 Pine St",henry.mcfadden@equitable.com,,Salesforce
10879723,Inactive Investor,Christian Williams,Investment Advisor;Partner,Driven Investments LLC,christian@thedriveninvestments.com,,Salesforce
10829569,Inactive Investor,John Tryon,,"Centaurus Financial, Inc. Troy MI 189 E Big Beaver Rd",jtryon@cfiemail.com,,Salesforce
10781112,Inactive Investor,Jennifer Ugarte,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jennifer.ugarte@jpmorgan.com,,Salesforce
11130029,Inactive Investor,Brian Provost,,"American Portfolios Financial Services, Inc. Rochester NY 2590 Brighton Henrietta Town Line Rd",bprovost@americanportfolios.com,,Salesforce
10604542,,Dana Gower,Financial Advisor,"Millennium Planning Group, LLC",dana@mpgplan.com,984-214-8540,List Import
4944039,,galen chun,,,galenchun@gmail.com,,Web Form Fillout
11189189,Inactive Investor,Johnatan Kokos,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC Rancho Cucamonga CA 9700 19th St,johnatan.d.kokos@jpmorgan.com,,Salesforce
9597319,,kake juntak,,,juntakkake19@gmail.com,,List import
11065970,Inactive Investor,Eric Opdahl,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
223675,Inactive Investor,Thomas Nilsson,CCO,Epic Advisory Services Corp,tnilsson@epiccapitalfl.com,561-829-2173,Manual List Upload
11176157,Inactive Investor,Aracely Flores Chavez,Premier Banker,"Wells Fargo Clearing Services, LLC Oakland CA 344 Highland Ave",aracely.flores@wellsfargo.com,,Salesforce
10821649,Inactive Investor,Charles Neal,Financial Planner,"Private Client Services, LLC Jeffersonville IN 131 E Court Ave",cneal@kfg.com,,Salesforce
10489890,,Jeffrey Dziadziola,"Chief Compliance Officer, Managing Member, National Director",Concentrated Risk Solutions Inc.,jeffd@c-risksolutions.com,,List Import
11083265,Inactive Investor,Carlos Lopez Pierluisi,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11126574,Inactive Investor,Christopher Kisch,,State Farm VP Management Corp. South Saint Paul MN 625 Southview Blvd,chris.kisch.grx5@statefarm.com,,Salesforce
10812452,Inactive Investor,James Parrie,Chief Operating Officer,"TruWealth Advisors, LLC",james.parrie@twadvisor.com,,Salesforce
10822991,Inactive Investor,David Olberding,Financial Advisor;Regulatory Contact,Weis Advisory,,,Salesforce
248656,,Giovanni Medrano,Founder,Kleo Labs,giovomedrano@gmail.com,,Manual List Upload
10968781,Inactive Investor,Skylar Horton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9598699,,April Walstad,,,april@walstadinvest.com,,List import
11081236,Inactive Investor,Gregory Cohn,Agent;Financial Professional,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",gregcohn@financialguide.com,,Salesforce
10819165,Inactive Investor,John Jacob,Portfolio Manager,JCM Capital Management,,,Salesforce
11210578,Inactive Investor,William Hodges,Financial Representative,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",william.hodges@nm.com,,Salesforce
351010,,Marcus Duley,"Senior Vice President, Portfolio Management","Lem Capital, L.p.",duley@lemcapital.com,215-557-9600,Manual List Upload
9566724,,Nathan Bergeland,,,nathan.bergeland@securitiesamerica.com,,List import
9573892,,Kevin Karpuk,,,kkarpuk@cornerstone-companies.com,,List import
10959291,Inactive Investor,Jason Ginsberg,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jason.ginsberg@fmr.com,,Salesforce
11083688,Inactive Investor,Curtis Pilson,,Cetera Advisors LLC Collinsville VA 4846 Kings Mountain Rd,curtis.pilson@ceteraadvisors.com,,Salesforce
11195518,Inactive Investor,James Gardner,,Cetera Investment Services LLC New York NY 1430 Broadway,james.gardner@ceterainvestors.com,,Salesforce
9578919,,Ryan Soulier,,,rsoulier@massmutual.com,,List import
4667192,,Gozie Udemba,,,gudemba@gmail.com,,Web Form Fillout
11036210,Inactive Investor,David Haile,Registered Client Associate,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",david.haile@rbc.com,,Salesforce
10888956,Inactive Investor,Christopher Maglich,Financial Advisor,Edward Jones Kansas City MO 2029 Burlington St,chris.maglich@edwardjones.com,,Salesforce
11110344,Inactive Investor,John Dulude,,LPL Financial LLC,,,Salesforce
9612598,,Craig Falduto,,,craig.falduto@invesco.com,,List import
11219457,,Mark Stoll,,,mark.stoll@wellsfargoadvisors.com,,Other
10855036,Inactive Investor,Amy Dunham,Financial Advisor,Edward Jones Griffin GA 223 W College St,amy.dunham@edwardjones.com,,Salesforce
10918751,Inactive Investor,Marcus Arneaud,,B. Riley Wealth Management Boca Raton FL 5000 T Rex Ave,marneaud@brileywealth.com,,Salesforce
11229922,Inactive Investor,Christopher Ireland,,"First Command Brokerage Services, Inc. Newport RI 221 3rd St",,,Salesforce
9629372,,Nathan Baker,,,nathanroybaker@gmail.com,,List import
9562428,,Carlos Cadavid,,,carlos.cadavid@clmforex.com,,List import
11042107,Inactive Investor,Joel Wing,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",joel.wing@schwab.com,,Salesforce
10612093,,James Pelgrift,Financial Advisor,,james.pelgrift@morganstanley.com,,List Import
11027427,Inactive Investor,Kaitlin Krozel,Chief Compliance Officer;Managing Principal;Owner,"Krozel Capital Management, LLC",,,Salesforce
10844837,Inactive Investor,Michael Whitson,Financial Advisor;Investment Advisor Representative;Owner;Regulatory Contact,FMI,mike@fmiardmore.com,,Salesforce
10921682,Inactive Investor,Kate Miller,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10847921,Inactive Investor,Terence Kita,Financial Advisor,"Ameriprise Financial Services, LLC Langhorne PA 104 Corporate Drive E",terence.n.kita@ampf.com,,Salesforce
10869322,Inactive Investor,Douglas Mcclennen,Chief Compliance Officer;Investment Advisor;Owner,Douglas A. McClennen IA Harwich MA 4 Cove Landing Rd,dmcclennen@the-wise-investor.com,,Salesforce
9602703,,Chuck Horn,,,chuck@isyseng.com,,List import
9619577,,Franky Rivan,,,frankyrivan@gmail.com,,List import
10986628,Inactive Investor,Nicholas Razzoog,Investment Executive;Senior Vice President,"Fifth Third Securities, Inc. Perrysburg OH 10105 Fremont Pike",,,Salesforce
10944249,Inactive Investor,Marta-Karin Bolling,,"Farmers Financial Solutions, LLC Everett WA 2820 Oakes Ave",mbolling1@farmersagent.com,,Salesforce
11016973,Inactive Investor,Stacie Koesters,Financial Advisor,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,skoesters@rwbaird.com,,Salesforce
352867,,Stephan Matrakchine,Analyst,Citi,stephan.matrakchine@citi.com,,Event
10856704,Inactive Investor,Matthew Boatmon,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Wilmington DE 501 Silverside Rd",matthew.c.boatmon@ampf.com,,Salesforce
10860729,Inactive Investor,Giulio Cannatello,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,giulio.cannatello@fmr.com,,Salesforce
372152,,Stefan Heieck,,[Unknown],corporates@hsca.com,,Salesforce
9583535,,Eric Luke,,,e.luke@fi.com,,List import
10793163,Inactive Investor,Timothy Pepper,,Fidelity Brokerage Services LLC,,,Salesforce
11106267,Inactive Investor,Anne Rubeo,,Cetera Advisor Networks LLC Nesconset NY 207 Smithtown Blvd,rubeoa@ceteranetworks.com,,Salesforce
10756225,Inactive Investor,Janice Dunn,Director,Robert W. Baird & Co. Incorporated Grass Valley CA 360 Sierra College Dr,jdunn@rwbaird.com,,Salesforce
10830862,Inactive Investor,Marilyn Stefans,,Cetera Advisor Networks LLC Woodbury NY 137 Woodbury Rd,stefansm@ceteranetworks.com,,Salesforce
11158474,Inactive Investor,Kristy Turnwald,,"Hantz Financial Services, Inc. Maumee OH 1540 Holland Rd",kristy.gabel@hantzgroup.com,,Salesforce
10885272,Inactive Investor,James Francois,Owner,Edelman Financial Engines Pasadena CA 225 S Lake Ave,jfrancois@edelmanfinancialengines.com,,Salesforce
9632630,,Kirsten Glantz,,,kglantz@andover.edu,,List import
11222302,,Michael Snyder,,,michael.snyder@creativeplanning.com,,List Import
10963122,Inactive Investor,Jeffrey Kerr,Financial Advisor,Thrivent Investment Management Inc. Troutman NC 837 S Main St,jeff.kerr@thrivent.com,,Salesforce
9567460,,Mark Gregor,,,mgregor@midwesternsecurities.com,,List import
10856798,Inactive Investor,Michael Brittenham,,State Farm VP Management Corp. Columbus NE 315 E 23rd St,,,Salesforce
10773758,Inactive Investor,Shane Fruge,Financial Advisor;Principal,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",shane.fruge@nm.com,,Salesforce
9613462,,Mel -,,,melissajay83@gmail.com,,List import
11024230,Inactive Investor,Jeanine Stelzner,,"Cambridge Investment Research, Inc. Melbourne Beach FL Private Residence",,,Salesforce
10787418,Inactive Investor,Timothy Johnson,Chief Investment Strategist,"Osaic FA, Inc. Nashville TN 2100 W End Ave",timothy.johnson@lfg.com,,Salesforce
10764777,Inactive Investor,Edwin Berg,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",edwin.berg@ml.com,,Salesforce
143575,,JOHN JONSON,.,PANTERA CAPITAL,john@panteracapital.com,.,
10931249,Inactive Investor,Timothy Heath,Financial Advisor,Park Avenue Securities LLC Mobile AL 1110 Montlimar Dr,timothy_heath@glic.com,,Salesforce
5796274,,Jeffrey Stanczak,,,jstanczak@cox.net,480-358-8450,Web Form Fillout
11199292,Inactive Investor,Joseph Brandon Estabillo,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC San Jose CA 595 Coleman Ave,joseph.estabillo@jpmorgan.com,,Salesforce
11092739,Inactive Investor,Ellen-Ann Doman,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",doman.ellen-ann@principal.com,,Salesforce
10927661,Inactive Investor,Dirk Hilkmann,,State Farm VP Management Corp. Dallas TX 9330 Lyndon B Johnson Fwy,,,Salesforce
11090754,Inactive Investor,John Shmyr,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,john.shmyr@ubs.com,,Salesforce
9625597,,Alistair MacLean,,,greyscale@alistair.ninja,,List import
11062237,Inactive Investor,Timothy Sullivan,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,tjsullivan@janney.com,,Salesforce
11091675,Inactive Investor,Jordan Johnston,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jordan.johnston@chase.com,,Salesforce
11096424,Inactive Investor,Kyle Buffo,,"Cadaret, Grant & Co., Inc.",kbuffo@cadaretgrant.com,,Salesforce
10969181,Inactive Investor,Francis De Lemos,,"Allstate Financial Services, LLC Denver CO 2840 Fairfax St",francisde-lemos@allstate.com,,Salesforce
9587963,,Ephraim Chinnan,,,iahmtrickish@gmail.com,,List import
10955405,Inactive Investor,Bailey Lach,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11083937,Inactive Investor,Andrew Goudeaux,Client Service Representative,PNC Investments Pittsburgh PA 249 5th Ave,andrew.goudeaux@pnc.com,,Salesforce
10789594,Inactive Investor,Benjamin Marshall,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",marshallbe@stifel.com,,Salesforce
10953946,Inactive Investor,Ernesto Duran,Associate Financial Advisor,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",,,Salesforce
11058711,Inactive Investor,Gustavo Vettorazzo Marcondes,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
11121472,Inactive Investor,Anthony Vignola,,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,tvignola@commonwealth.com,,Salesforce
9596521,,Adrian Croxson,,,ac6470@me.com,,List import
4205417,,Ayouba Alatou,,,ayoubaalatou24@gmail.com,,Web Form Fillout
11219996,,Matthew Kwong,,,matthew_kwong@vanguard.com,,Other
10486842,,Dale Scofield,Financial Advisor,"Ameriprise Financial Services, LLC",dale.r.scofield@ampf.com,,List Import
10805653,Inactive Investor,Linda Forte,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",linda.m.forte@ampf.com,,Salesforce
11127753,Inactive Investor,Brendan Majocha,,LPL Financial LLC Pittsburgh PA 223 4th Ave,brendan.majocha@lpl.com,,Salesforce
9648116,,Luzhi Kang,,,kangluzhi@hotmail.com,,List import
10988316,Inactive Investor,David Day,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10879090,Inactive Investor,David Ketter,Investment Advisor Representative,Edelman Financial Engines Eatontown NJ Private Residence,dketter@edelmanfinancialengines.com,,Salesforce
10987154,Inactive Investor,Phillip Wight,Wealth Management Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",pwight@financialguide.com,,Salesforce
11050431,Inactive Investor,Christopher Snyder,Co-Founder;Member,"Pillar Wealth Management, LLC Alamo CA Private Residence",christopher@pillarwm.com,,Salesforce
10658479,,Kara Brown,,,kara.brown@gs.com,,List Import
10815515,Inactive Investor,Raymond Henri,Principal,"Cadaret, Grant & Co., Inc. New York NY 445 Park Ave",henrir3@ae.cadaretgrant.com,,Salesforce
10982162,Inactive Investor,Brian Saylors,Managing Partner,"Step Financial Services, LLC",,,Salesforce
10782005,Inactive Investor,Patrick Rudolph,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,patrick.rudolph@fidelity.com,,Salesforce
245325,,Marvin Powell,Manager,State Farm,marvin.powell.uymw@statefarm.com,13097660216,Manual List Upload
10810383,Inactive Investor,Frank Szafranski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 375 83rd St",frank.n.szafranski@ampf.com,,Salesforce
11088810,Inactive Investor,Seth Hargrove,Investment Executive,"Fifth Third Securities, Inc. Washington Court House OH 1 Fayette Ctr",seth.hargrove@53.com,,Salesforce
9594950,,Kostas Panagiotakis,,,kxp243@case.edu,,List import
9558596,,Mark Hugunin,,,mark.hugunin@voyafa.com,,List import
9583737,,Christy Nielsen,,,christy.nielsen@fmr.com,,List import
10879182,Inactive Investor,Shaun Rowell,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,,,Salesforce
11097437,Inactive Investor,Konrad Zagzebski,Wealth Advisor,"KerberRose Wealth Management, LLC Green Bay WI 487 Riverwood Ln",konrad.zagzebski@kerberrose.com,,Salesforce
11018420,Inactive Investor,Brian Burke,Senior Financial Advisor,"Montis Financial, LLC",bburke@montisfinancial.com,,Salesforce
11238119,Inactive Investor,Langdon Mitchell,,Siguler Guff Advisers LLC,lmitchell@sigulerguff.com,,Salesforce
10489371,,Robert Straight,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",robert.straight@rbc.com,972-612-2910,List Import
11041361,Inactive Investor,Scott Carter,First Vice President,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",scott.carter@raymondjames.com,,Salesforce
10889968,Inactive Investor,Jessica Collazo,,Fidelity Brokerage Services LLC,,,Salesforce
11036209,Inactive Investor,Jon Theriault,Client Associate,"HighTower Securities, LLC",,,Salesforce
11176262,Inactive Investor,Stemma Miller,,PFS Investments Inc. Greensboro NC 1031 Summit Ave,stemma.miller@primerica.com,,Salesforce
11003066,Inactive Investor,Richard Jones,Vice President,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,,,Salesforce
9549568,,Kevin Webb,,,kevin.webb@thrivent.com,,List import
348376,,Todd Thompson,Member,"Signal Securities, Inc.",todd@signalsecurities.com,817-877-4256,Manual List Upload
10957175,Inactive Investor,Josh Parrish,,"J.W. Cole Financial, Inc. Chipley FL 934 Main St",,,Salesforce
10812760,Inactive Investor,Christopher Conway,,Mutual of America Securities LLC Long Beach CA 111 W Ocean Blvd,christopher.conway@mutualofamerica.com,,Salesforce
9548842,,Eric Thornton,,,eric.b.thornton@suntrust.com,,List import
10919561,Inactive Investor,Bonnie Sachs,Supervision Manager,Lincoln Investment Fort Lauderdale FL Private Residence,bsachs@lincolninvestment.com,,Salesforce
11190923,Inactive Investor,Christopher Gray,Financial Advisor,LPL Financial LLC Corvallis OR 310 NW 7th St,ctravis.gray@lpl.com,,Salesforce
11088835,Inactive Investor,Alan Hughes,Vice President - Investments,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",alan.hughes@raymondjames.com,,Salesforce
10843610,Inactive Investor,Gary Hultgren,Advisor,LPL Financial LLC Westford MA 235 Littleton Rd,gary.hultgren@lpl.com,,Salesforce
11174400,Inactive Investor,Matthew Bohm,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",matthew.bohm@schwab.com,,Salesforce
10963845,Inactive Investor,Juliette Sykes,Financial Planner,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",juliettesykes@financialguide.com,,Salesforce
10930082,Inactive Investor,Swati Desai,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",swati.desai@nm.com,,Salesforce
11027105,Inactive Investor,Timothy Burgess,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",timothy.burgess@prudential.com,,Salesforce
10997686,Inactive Investor,Nathan Nicholas,Director - Portfolio Management,"Pure Financial Advisors, LLC",nathan.nicholas@purefinancial.com,,Salesforce
9639043,,Benjamin Schmidt,,,bschmidt@aspiriant.com,,List import
11192340,Inactive Investor,Martin Lopez Tuero,Associate Advisor,"Advisory Alpha, LLC Perrysburg OH 770 Commerce Dr",,,Salesforce
9599371,,Daniel Brown,,,dan@richardson-financial.com,,List import
10919865,Inactive Investor,Richard Daskin,Chief Compliance Officer;Chief Investment Officer;President,RSD Advisors,rdaskin@rsdadvisors.net,,Salesforce
11090890,Inactive Investor,Xiaojing Mao,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 3317 SE 192nd Ave",,,Salesforce
11065173,Inactive Investor,David McNabb,,"Capitol Securities Management, Inc. Tampa FL 601 S Harbour Island Blvd",dmcnabb@capitolsecurities.com,,Salesforce
11106454,Inactive Investor,Albino Lerma,,"Allstate Financial Services, LLC Alamogordo NM 820 10th St",a0a0279@allstate.com,,Salesforce
11109758,Inactive Investor,Stephen Rodewald,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,stephen.rodewald@lpl.com,,Salesforce
337672,,Ronald Brock,Chief Financial Officer,"Salzinger Sheaff Brock, Llc",ron@salzingersheaffbrock.com,317-705-5700,Manual List Upload
10970128,Inactive Investor,Susan Godbee,,"Raymond James Financial Services, Inc. Atlanta GA 3333 Riverwood Pkwy SE",susan.godbee@raymondjames.com,,Salesforce
10773894,Inactive Investor,Maclynn Zebrun,Financial Advisor,"VALIC Financial Advisors, Inc. Greenville KY 139 S Main St",maclynn.scott@valic.com,,Salesforce
11207477,Inactive Investor,Colin White,Senior Financial Analyst;Senior Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
11021270,Inactive Investor,Robert Rule,Financial Advisor,LPL Financial LLC San Mateo CA 1600 W Hillsdale Blvd,robert.rule@lpl.com,,Salesforce
11086918,Inactive Investor,Bridget Todd,,Morgan Stanley,bridget.todd@morganstanley.com,,Salesforce
10873658,Inactive Investor,Justin Kaufman,,"HighTower Securities, LLC",jkaufman@hightoweradvisors.com,,Salesforce
11107851,Inactive Investor,Phillip Olney,,"Regulus Financial Group, LLC Simi Valley CA 5775 E Los Angeles Ave",,,Salesforce
10784152,Inactive Investor,Troy Carlson,,D.A. Davidson & Co. Carlsbad CA 1925 Palomar Oaks Way,tncarlson@dadco.com,,Salesforce
4245081,,Daria Dryps,,Klient,drypsdaria@gmail.com, +48512559602,Web Form Fillout
11231735,Inactive Investor,Marcus Coleman,,"Empower Financial Services, Inc",,,Salesforce
10854260,Inactive Investor,Xiao Komischke,,Cetera Investment Services LLC New York NY 235 5th Ave,,,Salesforce
10819773,Inactive Investor,Amanda Bucher,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",,,Salesforce
10891916,Inactive Investor,Francesca Milde,Client Relationship Manager,"Ameriprise Financial Services, LLC Fairfield NJ 350 Passaic Ave",francesca.milde@ampf.com,,Salesforce
11083812,Inactive Investor,Sean Smith,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10784321,Inactive Investor,Grant Kerger,Investment Advisor,"Peregrine Asset Advisers, Inc. Portland OR 1 SW Columbia St",grant@peregrineaa.com,,Salesforce
9548092,,Sarah Fodrea,,,sarah.fodrea@fidelity.com,,List import
10918107,Inactive Investor,Christopher Brickheimer,,"Osaic Wealth, Inc. Wausau WI 1709 W Thomas St",crb@osaicwealth.com,,Salesforce
11219710,,Edward Delk,,,edelk@cohenandsteers.com,,Other
10926942,Inactive Investor,Reycita Eskew,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11116770,Inactive Investor,Nicholas Strott,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10795322,Inactive Investor,Carol McLawhorn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",carol.mclawhorn@ml.com,,Salesforce
9621605,,Moreshwar Kanoje,,,kanojemoreshwar@gmail.com,,List import
11121444,Inactive Investor,Kerrie Amato,,Commonwealth Financial Network Greenville RI 600 Putnam Pike,kamato@commonwealth.com,,Salesforce
11006971,Inactive Investor,Jose Santana,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",joe.santana@prudential.com,,Salesforce
9600950,,Scott Airey,,,scott.airey@fiwealth.com,,List import
11100044,Inactive Investor,Loren Voss,Financial Advisor,Thrivent Investment Management Inc. Helena MT 2600 Winne Ave,lynn.voss@thrivent.com,,Salesforce
11188968,Inactive Investor,Lawrence Brethauer,Financial Professional,"Equitable Advisors, LLC Saginaw MI 2520 N Thomas Rd",lawrence.brethauer@equitable.com,,Salesforce
11006221,Inactive Investor,Dale Aune,,Edward Jones Blaine WA 8115 Birch Bay Square St,,,Salesforce
9645234,,Misa Miller,,,misa.a.miller@gmail.com,,List import
11180568,Inactive Investor,Kenneth Perrin,,"Parkland Securities, LLC Englewood CO 10 Inverness Dr E",kperrin@parklandrep.com,,Salesforce
10914812,Inactive Investor,Devin Stamp,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,devin_stamp@vanguard.com,,Salesforce
10789168,Inactive Investor,James McClure,Financial Advisor,"Ameriprise Financial Services, LLC Charleston WV 101 Washington St E",james.c.mcclure@ampf.com,,Salesforce
10488237,,Constantine Pelos,Chief Compliance Officer,Lake Whillans Capital Partners LLC,dean@lakewhillans.com,,List Import
10956482,Inactive Investor,Cassandra Gibson,,J.P. Morgan Securities LLC Riverhead NY 1450 Old Country Rd,cassandra.gibson@jpmorgan.com,,Salesforce
336782,,Jonathan Rigano,"Vice President, Portfolio Manager",Rmb Capital Management,jrigano@rmbcap.com,312-993-5800,Manual List Upload
11228966,Inactive Investor,Zachary Capozza,Financial Advisor,Edward Jones Fredericksburg VA 908 1/2 Charles St,zack.capozza@edwardjones.com,,Salesforce
10802338,Inactive Investor,Anthony Stella,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Racine WI 5439 Durand Ave",stellaa@stifel.com,,Salesforce
9591613,,Ken Perrone,,,perronefinancial@aol.com,,List import
11220577,,Keith Hocter,,,keith.hocter@bellwetherconsulting.net,,Other
11098960,Inactive Investor,David Henkel,,"Raymond James Financial Services, Inc. Huntersville NC 16810 Kenton Dr",david.henkel@raymondjames.com,,Salesforce
9635946,,Rob Goodmanson,,,rgoodmanson@tealwood.com,,List import
9626176,,Demetri Jones,,,jdemetri1223@gmail.com,,List import
11121324,Inactive Investor,Andrew Berman,,Neuberger Berman BD LLC,andrew.berman@nb.com,,Salesforce
10752567,Inactive Investor,William Sumlin,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Shreveport LA 7607 Fern Ave",shane.sumlin@benjaminfedwards.com,,Salesforce
11096693,Inactive Investor,Angela Stanley,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,angela.johnson@fidelity.com,,Salesforce
219370,,J Jordan,,[Unknown],status.preston@gmail.com,,
9564882,,Pablo Jorge,,,pablo@gmx.us,,List import
10802980,Inactive Investor,Taylor Reemsnyder,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",taylor.reemsnyder@ml.com,,Salesforce
9607033,,John Gabriel,,,jtgab@reagan.com,,List import
9632676,,Chris Edgar,,,chris.edgar@stonex.com,,List import
10903017,Inactive Investor,Richard Denton,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",richarddenton@financialguide.com,,Salesforce
10878238,Inactive Investor,Julianne Melulis,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",,,Salesforce
10489499,,Tyler Samuels,"Financial Advisor, Senior Financial Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",tyler.samuels@ml.com,940-297-6959,List Import
11229276,Inactive Investor,Robert Matheson,Manager,"Raymond James & Associates, Inc.",robert.matheson@raymondjames.com,,Salesforce
9560740,,nigel harris,,,nih820@icloud.com,,List import
11067504,Inactive Investor,Catalina Magallanes-Munoz,,PFS Investments Inc. Fullerton CA 2495 E Orangethorpe Ave,catalina.munoz@primerica.com,,Salesforce
1068,,paul czekalowski,,[Unknown],info@biomassheatingsupplies.co.uk,,
6106,,andr litvin,,[[Unknown]],andrlitvin824@gmail.com,,Initial Salesforce Import
234174,, -,,[[Unknown]],albryant5@msn.com,,Advertising
10968904,Inactive Investor,Giexy Reyes,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,giexyreyes@primerica.com,,Salesforce
9560025,,lion lu,,,lion.lu@atcc.pro,,List import
11125553,Inactive Investor,Paul Sanit,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",paul_sanit@ml.com,,Salesforce
343161,,Agnes Dasewicz,"Director, CEO",Seaf,agnes@seaf.com,202-450-1630,Manual List Upload
11165373,Inactive Investor,Unique Madkins,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,sulp8@primerica.com,,Salesforce
11000587,Inactive Investor,Patrice Rizzo,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",patty.rizzo@nm.com,,Salesforce
108372,,Jon Bergen,"Chief Operating Officer, Chief Compliance Officer, Chief Financial Officer, Principal",Cornwall Capital Management Lp,jbergen@cornwallcapital.com,646-502-8980,Manual List Upload
9592443,,Marcos Santillana,,,marcos.santillana@protonmail.com,,List import
374609,,Bete NA,,,,407-967-3890,Salesforce
11052296,Inactive Investor,Larry Bryant,Financial Advisor,"Principal Securities, Inc. Tampa FL 4014 Gunn Hwy",,,Salesforce
9585063,,Marc Dispense,,,mdispense@dadco.com,,List import
219308,,Frank Mongiardo,,[Unknown],dm@mongiardo.com,,source
11083623,Inactive Investor,James Ashburn,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",matt.ashburn@nm.com,,Salesforce
11154118,Inactive Investor,Alozie Wosu,,"First Command Brokerage Services, Inc. Columbia SC 4406 Forest Dr",awosu@firstcommand.com,,Salesforce
9616624,,Varun Sehgal,,,vsehgal@dblgp.com,,List import
10818294,Inactive Investor,Kurtis Brown,Financial Advisor,Edward Jones Menomonie WI 2521 Broadway St S,kurtis.brown@edwardjones.com,,Salesforce
11015038,Inactive Investor,Wein-Pin Yeh,,PFS Investments Inc. Longmont CO 424 Kimbark St,,,Salesforce
11178357,Inactive Investor,Jarod Lenkiewicz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10768881,Inactive Investor,David Abeles,Financial Advisor,"Wells Fargo Clearing Services, LLC Hagerstown MD 13200 Fountain Head Plz",david.abeles@wellsfargoadvisors.com,,Salesforce
10995485,Inactive Investor,Crystal Sdano,Financial Advisor,"Osaic Wealth, Inc. Oak Creek WI 7300 S 13th St",,,Salesforce
10613723,,Victor Puglio,"Associate Vice President - Investments, Financial Advisor",,victor.puglio@wellsfargoadvisors.com,,List Import
11255158,Inactive Investor,Reed Hubbert,Advisor;Financial Planner;Financial Planning Associate,Gettings Reed Financial Kokomo IN 2705 S Berkley Rd,,,Salesforce
10783172,Inactive Investor,Steve James,,"Cambridge Investment Research, Inc. Tempe AZ 430 W Warner Rd",,,Salesforce
10756174,Inactive Investor,Timothy Kienitz,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",timothy.kienitz@ml.com,,Salesforce
11163732,Inactive Investor,Brendan Lefanto,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,brendan.lefanto@fmr.com,,Salesforce
10899671,Inactive Investor,Charles Walp,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster PA 1717 Lititz Pike",charles.t.walp@ampf.com,,Salesforce
11098606,Inactive Investor,Dave Satele,,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,,,Salesforce
10968082,Inactive Investor,Justin Bauknight,,State Farm VP Management Corp. Orlando FL 2507 Curry Ford Rd,justin.bauknight.k55f@statefarm.com,,Salesforce
11042702,Inactive Investor,Marlys Nash,Senior Financial Advisor,"Summit Global Investments, LLC",,,Salesforce
11013082,Inactive Investor,Mariely Roman,,J.P. Morgan Securities LLC Brooklyn NY 210 Wallabout St,mariely.roman@jpmorgan.com,,Salesforce
11154316,Inactive Investor,Ephraim Lyn,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,elyn.41yaw@primerica.com,,Salesforce
10778291,Inactive Investor,Paul Mysliwiec,Private Wealth Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 3351 Eagle Run Dr NE",paul.a.mysliwiec@ampf.com,,Salesforce
11128780,Inactive Investor,James Wehrle,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,james.wehrle@primerica.com,,Salesforce
336236,,Michael Cooper,Senior Director Of Client Relations And Business Development,"The Molpus Woodlands Group, Llc",mcooper@molpus.com,601-948-8733,Manual List Upload
11127382,Inactive Investor,Patrick Lambert,,"Farmers Financial Solutions, LLC Lakeport CA 1240 S Main St",plambert@farmersagent.com,,Salesforce
10801318,Inactive Investor,Kevin Shimmel,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,kevin.shimmel@morganstanley.com,,Salesforce
10647877,,George Belme,,,george.belme@morganstanley.com,,List Import
10980455,Inactive Investor,Robert Buxton,,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,robert.buxton@jpmorgan.com,,Salesforce
10982258,Inactive Investor,Noah Mcdonald,,"Citizens Securities, Inc. Rochester NY 589 Jefferson Rd",noah.mcdonald@citizensbank.com,,Salesforce
11230789,Inactive Investor,Natalie Mahler,,LPL Financial LLC Castle Pines CO Private Residence,,,Salesforce
10826797,Inactive Investor,David Holler,,"Cambridge Investment Research, Inc. Chicago IL 29 E Madison St",,,Salesforce
10904666,Inactive Investor,Julia Jarrett,Premier Banker,"Wells Fargo Clearing Services, LLC Stafford VA 131 Garrisonville Rd",,,Salesforce
10859804,Inactive Investor,David Kelly,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,david.kelly3@fmr.com,,Salesforce
10618671,,Timothy Ewing,,,tewing@mesirowfinancial.com,,List import
11054985,Inactive Investor,Michael Schwitz,,"Harbour Investments, Inc. Venice FL 10706 Ironbridge Dr",,,Salesforce
10877235,Inactive Investor,Albert Murray,,Goldman Sachs & Co.,,,Salesforce
10762632,Inactive Investor,Robert Kelley,Financial Advisor;Vice President,Morgan Stanley Boston MA 28 State St,robert.kelley@morganstanley.com,,Salesforce
9605615,,Jason Brandman,,,jasonbrandman@gmail.com,,List import
9618744,,John Krulock,,,jkrulock@millraceasset.com,,List import
10902900,Inactive Investor,Michael Mann,,"Raymond James Financial Services, Inc. Mequon WI 12740 N River Rd",michael.s.mann@raymondjames.com,,Salesforce
239921,,Karen Mcdade,Director Of Financial Planning,[Unknown],kmcdade@at-pw.com,,Database Upload
11078089,Inactive Investor,Craig Pirtle,,Wedbush Securities Inc. Weatogue CT Private Residence,craig.pirtle@wedbush.com,,Salesforce
11192108,Inactive Investor,Kaitlyn Kovac,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,,,Salesforce
10802803,Inactive Investor,Casey Hunt,Chief Compliance Officer;Investment Advisor;Portfolio Manager;Vice President,"St. Louis Financial Planners Asset Management, LLC",casey.hunt@stlfp.com,,Salesforce
11229143,Inactive Investor,Oluwatunmise Jinadu,,Goldman Sachs & Co.,,,Salesforce
11232676,Inactive Investor,Richard Dorfman,,Money Concepts Capital Corp,,,Salesforce
11105512,Inactive Investor,Nicholas Farlow,Investment Advisor Representative,PFS Investments Inc. Wichita KS 515 S Main St,nicholas.farlow@primerica.com,,Salesforce
10978790,Inactive Investor,Charles Maeyaert,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Mankato MN 115 E Hickory St",charles.maeyaert@usbank.com,,Salesforce
11260185,Inactive Investor,Aram Dadourian,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
11195387,Inactive Investor,Marshall Noble,,"FBL Marketing Services, LLC Paoli IN 112 E Campbell St",marshall.noble@fblfinancial.com,,Salesforce
237918,, -,,[[Unknown]],jmojica@advise-financial.com,,Paid Search
10848505,Inactive Investor,Glenn Johnson,Director;Senior Vice President,Mairs & Power,gjohnson@mairsandpower.com,,Salesforce
7346521,,STANLEY DRABIK,,SELF,scdrabik@aol.com,2163461825,Web form fillout
11155412,Inactive Investor,David Dawkins,Managing Director,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",david.dawkins@wellsfargoadvisors.com,,Salesforce
10617091,,John Cooley,,,jack.cooley@ampf.com,,List Import
9642432,,Thomas Martensen,,,tmarten38@aol.com,,List import
10892721,Inactive Investor,Kevin Sedrick,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9575410,,Kevin Mathes,,,kevin.mathes@mfginvestments.com,,List import
10940992,Inactive Investor,Anne Meadows,,Edward Jones Chester VA 4312 Chester Village Ln,,,Salesforce
10800891,Inactive Investor,Michael Venditte,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9635567,,Edward White,,,edward.white@pnfp.com,,List import
11185276,Inactive Investor,Regina Brucato,Senior Client Associate,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",nikki.brucato@wellsfargo.com,,Salesforce
11102298,Inactive Investor,Vasilios Ninopoulos,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Fe NM 123 E Marcy St",vasilios.ninopoulos@ml.com,,Salesforce
11208715,Inactive Investor,Laurincear Baptiste,,J.P. Morgan Securities LLC Deerfield Beach FL 1100 E Hillsboro Blvd,laurincear.baptiste@jpmorgan.com,,Salesforce
246129,,Not Provided,Manager,Circle,nicholas.fenichell@circle.com,,Manual List Upload
11095214,Inactive Investor,Eileen Martyn,Investment Associate,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",eileen.martyn@rbc.com,,Salesforce
11168424,Inactive Investor,Michael Vicars,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Billings MT 303 Broadwater Ave",michael.vicars@usbank.com,,Salesforce
9638303,,Michael Van Dijk Gagliardi,,,mgagliardi@g5evercore.com,,List import
11170173,Inactive Investor,Aaron Good,Financial Advisor;Financial Planning Specialist,Morgan Stanley Canton OH 4455 Dressler Rd NW,aaron.good@morganstanley.com,,Salesforce
11130866,Inactive Investor,Jonathan Donahue,Investment Advisor;Portfolio Manager,"RB Capital Management, LLC",jd@rbcapitalmanagement.com,,Salesforce
10986891,Inactive Investor,Qian Wang,,J.P. Morgan Securities LLC,qian.wang@jpmorgan.com,,Salesforce
9604041,,JOEL BINN,,,jbinn@dsny.nyc.gov,,List import
11103631,Inactive Investor,Rebecca Bayless,Financial Planner,LPL Financial LLC Colorado Springs CO 9132 Selkirk Pl,,,Salesforce
11124836,Inactive Investor,Michael Piccolo,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",michael.piccolo@wellsfargoadvisors.com,,Salesforce
10765774,Inactive Investor,Adam Patin,Financial Advisor,Edward Jones Saint Louis MO 7931 Forsyth Blvd,adam.patin@edwardjones.com,,Salesforce
10857231,Inactive Investor,Michael Berling,,"MML Investors Services, LLC New London CT 3 Shaws Cv",mberling@financialguide.com,,Salesforce
11111904,Inactive Investor,Kenith Causey,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Fort Worth TX Private Residence",kcausey@tiaa-cref.org,,Salesforce
11211909,Inactive Investor,Edward Harris,,LPL Financial LLC Redlands CA 1447 Ford St,edwardg.harris@lpl.com,,Salesforce
10840227,Inactive Investor,Emily Gera,Assistant Vice President,Morgan Stanley San Francisco CA 221 Main St,emily.desurville@morganstanley.com,,Salesforce
11085811,Inactive Investor,Douglas Marx,Financial Advisor,"Ameriprise Financial Services, LLC Sioux City IA 6111 Whispering Creek Dr",doug.marx@ampf.com,,Salesforce
11070339,Inactive Investor,San Juanita Murphy,,"J.W. Cole Financial, Inc. Maitland FL 2250 Lucien Way",,,Salesforce
10761339,Inactive Investor,Ann Newsom-Justis,Financial Advisor,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",ann.justis@wellsfargoadvisors.com,,Salesforce
10956024,Inactive Investor,Joshuah Klonowski,,LPL Financial LLC Parsons KS 1901 Main St,joshuah.klonowski@lpl.com,,Salesforce
10604347,Inactive Investor,Bill Childers,Advisor,Chlders Financial Planning,billychilders@childersfp.com,3046297811,List Import
333151,,Mike Price,,Wealthspire,michael.price@wealthspire.com,,
198832,,PAUL SMITH,,[Unknown],peseps@aol.com,,
9554746,,Michael Benninghoven,,,benninghoven.mike@principal.com,,List import
11051535,Inactive Investor,Michael Lebowski,,"Oikonomos Asset Management, LLC Milford MI 206 E Commerce St",,,Salesforce
10862985,Inactive Investor,Brittany Warshawsky,,Goldman Sachs & Co. San Francisco CA 555 California St,brittany.warshawsky@goldmansachs.com,,Salesforce
9552340,,Gordon Blank,,,gblank@rivuletcap.com,,List import
11002833,Inactive Investor,Angie Cordoba Salazar,,J.P. Morgan Securities LLC Brooklyn NY 5101 4th Ave,angie.cordoba-salazar@jpmorgan.com,,Salesforce
11023868,Inactive Investor,Bayli Fox,Financial Advisor;First Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,bayli.fox@morganstanley.com,,Salesforce
11092584,Inactive Investor,Brian Bessner,,"Osaic FS, Inc. Dallas TX 4925 Greenville Ave",,,Salesforce
10944359,Inactive Investor,Anita Atencio,,"VALIC Financial Advisors, Inc. Santa Fe NM Private Residence",anita.atencio@valic.com,,Salesforce
11011587,Inactive Investor,Hestephany Lopez Hernandez,,Boreal Capital Securities LLC,,,Salesforce
11030057,Inactive Investor,Kyle Skyba,,Cetera Financial Specialists LLC Kalispell MT 720 S Main St,kyle.skyba@ceterafs.com,,Salesforce
11202727,Inactive Investor,Rebecca Cummings,Chief Compliance Officer;Director - Client Services;Partner,"Northeast Advisers, Inc.",,,Salesforce
10893436,Inactive Investor,Donald McClellan,Chief Compliance Officer;Managing Member,Covenant Investment Solutions L.L.C.,,,Salesforce
11111843,Inactive Investor,Neal Carlson,Manager,Thrivent Investment Management Inc.,neal.carlson@thrivent.com,,Salesforce
10803166,Inactive Investor,Barry Proctor,Financial Advisor;Senior Vice President,Wintrust Investments LLC Gurnee IL 675 N Oplaine Rd,bproctor@wintrustwealth.com,,Salesforce
11042867,Inactive Investor,Chintan Desai,,Vanguard Marketing Corporation,chintan_desai@vanguard.com,,Salesforce
9636224,,Robert Calton,,,rcalton@summitparkllc.com,,List import
10848860,Inactive Investor,Steven Vargo,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,steven.vargo@fidelity.com,,Salesforce
10863975,Inactive Investor,Alan Gradzki,,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",alan.gradzki@equitable.com,,Salesforce
9620280,,GREGORY PIERCE,,,gtpierce63@gmail.com,,List import
10991350,Inactive Investor,Mallory Giles,,PFS Investments Inc. Gaithersburg MD 9841 Washingtonian Blvd,mallory.giles@primerica.com,,Salesforce
333781,,Lora Moysard,"Executive Assistant, Office Manager","Roark Capital Management, Llc",lmoysard@roarkcapital.com,404-591-5200,Manual List Upload
10883629,Inactive Investor,Reilly Gerlach,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,reilly.n.gerlach@jpmorgan.com,,Salesforce
10823008,Inactive Investor,Stefan Nicholas,Managing Director;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chevy Chase MD 5550 Friendship Blvd",stefan.nicholas@bofa.com,,Salesforce
10846899,Inactive Investor,Debora Venzor,Financial Advisor,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,debora.venzor@ubs.com,,Salesforce
11004789,Inactive Investor,Rodolfo Gonzalez,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,rodolfo.gonzalez@primerica.com,,Salesforce
10993286,Inactive Investor,Josef Menasche,,Goldman Sachs & Co.,,,Salesforce
10887322,Inactive Investor,Mavis Flowers,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,mavis.flowers@primerica.com,,Salesforce
11084320,Inactive Investor,Daniel Myers,Senior Trust Investment Officer,Arvest Wealth Management Oklahoma City OK 201 Robert S Kerr Ave,dmyers3@arvest.com,,Salesforce
10814947,Inactive Investor,James Briscoe,,Morgan Stanley South Jordan UT 680 W 10000 S,james.briscoe@morganstanley.com,,Salesforce
249024,,Nicolas Cordoba,QC Markets Analyst,Concentrix,cordoba.nicolas@outlook.com,,Manual List Upload
9617082,,Requita Taylor,,,malayah1220@gmail.com,,List import
10804815,Inactive Investor,Scott Thomas,Chief Financial Officer;Chief Operations Officer;Director;Regulatory Contact,Astor Investment Management LLC,sthomas@astorim.com,,Salesforce
10869044,Inactive Investor,Courtney Jendrek,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9609195,,David Fergins,,,dfergin@wgu.edu,,List import
11149607,Inactive Investor,Jeanine Ullo,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",jeanine.ullo@schwab.com,,Salesforce
370594,,REYNALD Dela pedra,,Philippines,delapedrabuilders28@gmail.com,,Salesforce
9604299,,NADER SOURI,,,nader.souri@bnymellon.com,,List import
10880657,Inactive Investor,Ryan Reid,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
343052,,Tyler Sinclair,"Financial Planner, Partner","Trustcore Financial Services, Llc",tyler.sinclair@trustcore.com,615-377-1177,Manual List Upload
10782948,Inactive Investor,Kimberlee Wendell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",kim_wendell@ml.com,,Salesforce
11201238,Inactive Investor,Rogelio Sanchez,,PFS Investments Inc. Monrovia CA 423 E Huntington Dr,rogelio.sanchez@primerica.com,,Salesforce
10963790,Inactive Investor,Ashlee Reiszner,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",ashlee.reiszner@ampf.com,,Salesforce
11187083,Inactive Investor,Sean Thomas,,"Avantax Investment Services, Inc. Bangor ME 532 Hammond St",,,Salesforce
10917196,Inactive Investor,Carolie Smith,,"Bley Investment Group, Inc.",carolie@bleyinvestments.com,,Salesforce
10903613,Inactive Investor,Jeffrey Gibbens,,"Regulus Financial Group, LLC Erie PA 4509 W Ridge Rd",,,Salesforce
10933680,Inactive Investor,Chase Skistimas,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",cskistimas@financialguide.com,,Salesforce
9641634,,Daniel Picard,,,daniel.picard@fsinvestments.com,,List import
10912165,Inactive Investor,Kevin Davis,Financial Consultant;Managing Member;Owner,Davis Financial Services,kevin@dfsplan.com,,Salesforce
10807031,Inactive Investor,Donald Meccia,Assistant Vice President;Financial Advisor,Morgan Stanley Santa Fe NM 150 Washington Ave,donald.meccia@morganstanley.com,,Salesforce
10849362,Inactive Investor,Jeffrey Guard,,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",jeff.guard@lfg.com,,Salesforce
10843209,Inactive Investor,Donald Andrysiak,,Cetera Advisors LLC Allen Park MI 19200 Ecorse Rd,donald.andrysiak@ceteraadvisors.com,,Salesforce
10892612,Inactive Investor,Brian Geltzeiler,Senior Director - Investments,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,,,Salesforce
9621873,,Kenton Toews,,,ktoews@sprottglobal.com,,List import
10635315,Inactive Investor,Ileana Glyptis,,Goldman Sachs & Co.,ileana.glyptis@gs.com,,List Import
10977611,Inactive Investor,Meng Zhang,Private Client Banker,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,lauren.zhang@jpmorgan.com,,Salesforce
11137457,Inactive Investor,William Liu,Account Vice President;Financial Advisor,UBS Financial Services Inc. Melville NY 58 S Service Rd,will.liu@ubs.com,,Salesforce
222462,,Aleandro Carmo,,[Unknown],aleandrodocarmo@hotmail.com,,Direct
10766770,Inactive Investor,Tanner Robinson,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Winston Salem NC 380 Knollwood St,tanner.robinson@opco.com,,Salesforce
11172513,Inactive Investor,Douglas Damrow,,Trust Investment Advisors Libertyville IL Private Residence,,,Salesforce
11120464,Inactive Investor,Jose Nunez,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,jnunez.htyr2@primerica.com,,Salesforce
370751,,John Maliszewski,,[Unknown],john.a.maliszewski@gmail.com,,Salesforce
10791552,Inactive Investor,James Friedland,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9567322,,Ian Browning,,,ibrowning@peddock.com,,List import
10931610,Inactive Investor,Jeffrey Higgs,,"Vanderbilt Securities, LLC Locust Valley NY 168 Forest Ave",,,Salesforce
11199996,Inactive Investor,Zachary Burns,Executive Vice President - Investments;Regulatory Contact,"PCA Investment Advisory Services, Inc.",zburns@pencorp.com,,Salesforce
10848744,Inactive Investor,Allan Jaster,Member;Principal;Regulatory Contact;Senior Financial Advisor,"The Archer Consulting Group, LLC",,,Salesforce
226257,, -,,[[Unknown]],pagirl571@aol.com,,Initial Salesforce Import
9605859,,Alan Davies,,,adavies@stockmanbank.com,,List import
11032785,Inactive Investor,Shihhua Wang,Relationship Manager,Citigroup Global Markets Inc. Manhasset NY 1353 Northern Blvd,sylvia.wang@citi.com,,Salesforce
9638850,,Todd Snyder,,,todd@gsifunds.net,,List import
228859,, -,,[[Unknown]],kenneth7386@comcast.net,,
10851284,Inactive Investor,Nicholas Jones,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal,Jones & Associates Premier Financial Solutions,nickj@jones-associates.net,,Salesforce
10955674,Inactive Investor,Jason Gentner,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
11138011,Inactive Investor,Jonathan Hernandez,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",jonathan.d.hernandez@nm.com,,Salesforce
11067679,Inactive Investor,Peter Hurlbut,,"Fortune Financial Services, Inc. Columbus OH 1721A Bethel Rd",,,Salesforce
10936117,Inactive Investor,Nusa Znuderl,,Jefferies LLC,nznuderl@jefferies.com,,Salesforce
10901510,Inactive Investor,Richard Wheelock,,"Empower Financial Services, Inc Westfield MA Private Residence",richard.wheelock@empower.com,,Salesforce
11046645,Inactive Investor,Jonathan Jarvis,,"Ameritas Investment Company, LLC",jonathan.jarvis@ameritas.com,,Salesforce
11111957,Inactive Investor,Samuel Lee,,Cetera Advisor Networks LLC Roseburg OR 1294 NW Highland St,,,Salesforce
5889666,,Gene Stinson,,,gknowszk@gmail.com,,Web Form Fillout
11178853,Inactive Investor,Jeffrey Bodkins,Financial Advisor,Edward Jones Holland MI 246 S River Ave,jeffrey.bodkins@edwardjones.com,,Salesforce
10971747,Inactive Investor,Jeremy Gonzalez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11146460,Inactive Investor,L Beausay,,Park Avenue Securities LLC Columbus OH 8425 Pulsar Pl,michael_beausay@glic.com,,Salesforce
11101431,Inactive Investor,Sonale Edelmann,,"Empower Financial Services, Inc",sonale.edelmann@empower.com,,Salesforce
79286,,Eric Howell,Director,Signature Securities Group Corp.,ehowell@signatureny.com,(646) 822-1402,Manual List Upload
10839681,Inactive Investor,Steven Smeltz,,State Farm VP Management Corp. Greencastle PA 200 E Franklin St,steven.smeltz.h42q@statefarm.com,,Salesforce
11051965,Inactive Investor,Brandon Reichert,Financial Advisor,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",brandon.reichert@prudential.com,,Salesforce
10834299,Inactive Investor,Harry Dye,Member;Partner,"Windsor Advisory Group, LLC",trey@wag-llc.com,,Salesforce
10874768,Inactive Investor,Barbara Gruenwald,Financial Advisor,"Valley Wealth Strategies, LLC Napa CA 700 Franklin St",bgruenwald@zukfinancial.com,,Salesforce
9612979,,Michael Gasparac,,,mike.gasparac@nuveen.com,,List import
10857909,Inactive Investor,Jerry Dehaven,,PFS Investments Inc. Vancouver WA 3305 Main St,jerry.dehaven@primerica.com,,Salesforce
11075436,Inactive Investor,Robert Watson,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",,,Salesforce
7301124,,Mike Inglis,,,mikeinglis47@gmail.com,2312866398,Web Form Fillout
10867291,Inactive Investor,Lorena Sarco,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,arredondol@ceteranetworks.com,,Salesforce
11075682,Inactive Investor,Brooke Meadows,,J.P. Morgan Securities LLC Winter Park FL 301 S New York Ave,,,Salesforce
10905497,Inactive Investor,Javier Semeria,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,javier.semeria@jpmorgan.com,,Salesforce
11052884,Inactive Investor,Alison Mandi,Financial Advisor,UBS Financial Services Inc. Seattle WA 925 4th Ave,alison.mandi@ubs.com,,Salesforce
246117,,Not Provided,Translator/Copy Editor,Catalan Government/Generalitat de Catalunya,charles.southgate@gmail.com,,Manual List Upload
10788335,Inactive Investor,Craig Vander Molen,Chief Investment Strategist;Co-Founder;President;Principal,LVM Capital Management Ltd,cvandermolen@lvmcapital.com,,Salesforce
348911,,Patrick Fry,Manager,"Kellogg Asset Management, Llc",patrick.fry@kelloggasset.com,800-236-0082,Manual List Upload
11125825,Inactive Investor,Lynette Krie,,"FBL Marketing Services, LLC Hartington NE 109 N Broadway Ave",lynette.krie@fblfinancial.com,,Salesforce
10644132,,Simeon Kerr,,,simeon.kerr@ceterafs.com,,List Import
10865327,Inactive Investor,Tim Voigt,,"FBL Marketing Services, LLC Neillsville WI 450 Hewett St",tim.voigt@fblfinancial.com,,Salesforce
9571794,,John Overdeck,,,john.overdeck@twosigma.com,,List import
9640632,,Robert White,,,rw44382@gmail.com,,List import
10987544,Inactive Investor,Arnold Lamproe,,Cetera Investment Services LLC Van Buren AR 3110 Alma Hwy,arnold.lamproe@ceterais.com,,Salesforce
10790947,Inactive Investor,Michael Patti,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",michael.patti@ml.com,,Salesforce
10891706,Inactive Investor,Dylan Harig,,GWN Securities Inc. Colleyville TX Private Residence,dharig@gwnsecurities.com,,Salesforce
179033,,Markus Huber,Managing Partner,[Unknown],info@laurussolutions.net, +7 495 937 77 08,Database Upload
11094407,Inactive Investor,Shane Clarke,Financial Advisor,Edward Jones Leawood KS 8900 State Line Rd,s.clarke@edwardjones.com,,Salesforce
11190935,Inactive Investor,Peter Golotko,Chief Compliance Officer;Director;Partner;President,CPS Investment Advisors,,,Salesforce
11228936,Inactive Investor,Nataliya Kalinyuk,,Edward Jones Auburn CA 500 Auburn Folsom Rd,,,Salesforce
10767647,Inactive Investor,John Prather,Financial Planner,"MML Investors Services, LLC Memphis TN 618 Oakleaf Office Ln",jcprather@financialguide.com,,Salesforce
9624935,,Shirly Misra,,,1152509636@qq.com,,List import
9570998,,Mayank Rai,,,mayank.rai@securitiesamerica.com,,List import
10913179,Inactive Investor,John Crain,Financial Advisor,Edward Jones Suffolk VA 3005 Corporate Ln,john.crain@edwardjones.com,,Salesforce
10813193,Inactive Investor,Theodore Dake,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",theodore.dake@bofa.com,,Salesforce
9634149,,Matthew Graham,,,mg0314a@gmail.com,,List import
10874595,Inactive Investor,Anthony Gomez,Financial Solutions Advisor;Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 8625 Arbor Creek Dr",agomez27@ml.com,,Salesforce
11002687,Inactive Investor,Kevin Bosch,,"First Command Brokerage Services, Inc. Santa Maria CA 1414 S Miller St",ktbosch@firstcommand.com,,Salesforce
9609648,,Brandon Zapata,,,zapataa.350@gmail.com,,List import
264,,,,,bellb2053@t-online.de,,
11173856,Inactive Investor,Jason Marcieski,,"Vicus Capital, Inc. Grove City PA 4 Village Park Dr",,,Salesforce
10906187,Inactive Investor,Robert Reineke,,"Raymond James Financial Services, Inc. Eugene OR 111 W 7th Ave",robert.reineke@raymondjames.com,,Salesforce
212156,,William Lohrentz,,retired,wlohrentz@gmail.com,7703964948,Paid Search
10991623,Inactive Investor,Alexis Brown,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10784819,Inactive Investor,Anneliese Johnson,Financial Advisor,Moss Adams Wealth Advisors LLC Los Angeles CA 11766 Wilshire Blvd,anneliese.johnson@mossadams.com,,Salesforce
368116,,Eric Ufiteyezu,Manager,,eric.ufiteyezu@gmail.com,,Webinar
10489768,,Sam Kodari,,Vanderbilt Advisory Services Frisco TX 8668 John Hickman Pkwy,samerkodari@yahoo.com,,List Import
11056963,Inactive Investor,John Ludington,Investment Manager;Vice President,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,jludington@rockco.com,,Salesforce
562,,,,,nancy2grace50@yahoo.com,,
9581659,,Salvatore Misuraca,,,salboman@hotmail.com,,List import
11017536,Inactive Investor,Edward Daly,,LPL Financial LLC Schaumburg IL 590 S Roselle Rd,edward.daly@lpl.com,,Salesforce
10910462,Inactive Investor,Rose Mascarenhas,,"U.S. Bancorp Investments, Inc. Deerfield IL 700 Deerfield Rd",rose.mascarenhas@usbank.com,,Salesforce
10935900,Inactive Investor,Harender Arora,,"Osaic Wealth, Inc. Buffalo NY 6024 Main St",,,Salesforce
11232086,Inactive Investor,Maria Catalan,,PFS Investments Inc.,,,Salesforce
10859730,Inactive Investor,Michael Zawadiwskyi,,"Next Financial Group, Inc. Oradell NJ 800 Kinderkamack Rd",mzawadiwskyi@nextfinancial.com,,Salesforce
10824544,Inactive Investor,Jake Evanko,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",jake.evanko@ml.com,,Salesforce
10921410,Inactive Investor,Michael McKinnis,Financial Advisor,LPL Financial LLC Parker CO 19501 E Mainstreet,michael.mckinnisjr@lpl.com,,Salesforce
10897968,Inactive Investor,Jignesh Patel,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,jignesh.patel@fmr.com,,Salesforce
10505890,,Nicholas Codola,Sr. Portfolio Manager,Brinker Capital Investments,nicholas.codola@orion.com,401-829-5216,List import
9563608,,Frank Francese,,,frank@carystamp.com,,List import
11170283,Inactive Investor,Scott Lyons,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",scott_lyons@ml.com,,Salesforce
10914657,Inactive Investor,Patrick Fitschen,,"Cambridge Investment Research, Inc. Red Wing MN 3039 S Service Dr",,,Salesforce
11000713,Inactive Investor,Garrett Cox,,Cetera Investment Services LLC San Antonio TX 8000 IH 10 W,,,Salesforce
11149773,Inactive Investor,Jacob Wilder,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9606318,,Jennifer Groulx,,,jennifer@wakm.com,,List import
10645873,,Andrew Slimmon,,,andrew.slimmon@morganstanley.com,,List Import
9567420,,Sabrina McCaskill -,,,mccaskill.realty@gmail.com,,List import
6737224,,William Ramirez,,,nepobin361@otanhome.com,,Web Form Fillout
152529,,Richard McKenna,,[Unknown],rich@thefinancefixer.com,,Organic Search
10966363,Inactive Investor,Virginia Thompson,Financial Advisor,LPL Financial LLC Panama City FL 2101 Northside Dr,virginia.morrow@lpl.com,,Salesforce
11169928,Inactive Investor,Manuel Paullada Nevarez,,J.P. Morgan Securities LLC Houston TX 600 Travis St,manuel.paullada-nevarez@jpmorgan.com,,Salesforce
334917,,Teresa White,Managing Member,"Milestone Advisory Partners, Llc",teresa@milestoneadvp.com,910-691-6100,Manual List Upload
11175912,Inactive Investor,Sandra Rodriguez,,"Raymond James & Associates, Inc. Austin TX 1608 W 5th St",sandra.rodriguez@raymondjames.com,,Salesforce
11084234,Inactive Investor,Mary Taylor,Coordinator;First Vice President,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",mary.taylor@wellsfargoadvisors.com,,Salesforce
10767779,Inactive Investor,David Niehaus,Senior Private Wealth Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",dave_niehaus@ml.com,,Salesforce
9571258,,Charles Krusen,,,charles.krusen@krusencapital.com,,List Import
335319,,Jim McClary,"CPA, FINOP","Thoroughbred Financial Services, Llc",jmcclary@thoroughbredfinancial.com,615-371-0001,Manual List Upload
9565457,,Nancy Brozek,,,nancyb@wealthfirm.info,,List import
11108477,Inactive Investor,Erin Gilbert,,OneAscent Financial Services LLC Van Wert OH 10406 State Rte 118,erin.gilbert@oneascent.com,,Salesforce
9583108,,Heather Pratt,,,hpratt@financialadvocates.com,,List import
11221641,,Daniel Bates,,,dbates@clearwateradvisors.com,,List Import
11127970,Inactive Investor,Jason Costner,,"Avantax Investment Services, Inc. Lutherville Timonium MD 201 W Padonia Rd",,,Salesforce
10817324,Inactive Investor,Paul Matlock,,NYLIFE Securities LLC Flint MI G3292 Fenton Rd,pmatlock@ft.newyorklife.com,,Salesforce
11102753,Inactive Investor,Victor Tse,,J.P. Morgan Securities LLC San Francisco CA 1500 Polk St,victor.tse@jpmorgan.com,,Salesforce
10971703,Inactive Investor,Amanda Ulmer,,"Empower Financial Services, Inc Dubuque IA Private Residence",amanda.ulmer@empower.com,,Salesforce
9600417,,Mahmoud Smail,,,mahmoudsmail754@gmail.com,,List import
10768718,Inactive Investor,Oceanna Clifford,,Morgan Stanley Chicago IL 10 S Riverside Plz,oceanna.clifford@morganstanley.com,,Salesforce
10979179,Inactive Investor,Vincenzo Palmerino,,Cetera Advisors LLC Westborough MA 1800 W Park Dr,,,Salesforce
11093830,Inactive Investor,Mirmehdi Hussain,,"Hornor, Townsend & Kent, LLC Addison TX 15851 Dallas Pkwy",mhussain@htk.com,,Salesforce
11013490,Inactive Investor,Kenneth Wasson,Senior Client Advisor,Arvest Wealth Management North Little Rock AR 4004 McCain Blvd,kwasson@arvest.com,,Salesforce
10902626,Inactive Investor,Chansoknea Theng,,Edward Jones Saint Paul MN 1121 Town Centre Dr,chansoknea.theng@edwardjones.com,,Salesforce
11210731,Inactive Investor,Kacey Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11185887,Inactive Investor,Andrei Nelskyla,Chief Executive Officer;Founder,Save Advisers LLC Houston TX 3420 Rusk St,,,Salesforce
9560125,,Ben Suda,,,bensuda@gmail.com,,List import
11020548,Inactive Investor,Roland Minard,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",roland.minard@prudential.com,,Salesforce
10990067,Inactive Investor,Michael Belfiore,Financial Advisor,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",michael.belfiore@equitable.com,,Salesforce
10920921,Inactive Investor,Juan De La Garza,,Investment Placement Group Miami FL 1111 Brickell Ave,,,Salesforce
11216808,,Adam Thomson,,,adam.thomson@edwardjones.com,,List Import
10615199,,Jeffrey Ribakusky,Financial Advisor,,jeff.ribakusky@morganstanley.com,,List Import
226410,, -,"Founding, Managing Partner",Stratos Wealth Advisors Llc,cwalling@stratoswp.com,440-519-2500,Initial Salesforce Import
9720608,,Brian R,,,cryptobcr03@gmail.com,,Web Form Fillout
11130098,Inactive Investor,Dean Willingham,Practice Leader;Principal,REDW Wealth LLC Albuquerque NM 7425 Jefferson St NE,dwillingham@redw.com,,Salesforce
11187845,Inactive Investor,Ashley Shields,Financial Advisor,Edward Jones Derby KS 1747 E Osage Rd,ashley.shields@edwardjones.com,,Salesforce
11183276,Inactive Investor,Nicholas Muraca,Financial Professional,"MML Investors Services, LLC Ann Arbor MI 6386 Jackson Rd",nmuraca@financialguide.com,,Salesforce
10953843,Inactive Investor,Justin Powell,Wealth Advisor,LPL Financial LLC Waynesville NC Private Residence,justin.powell@lpl.com,,Salesforce
9620152,,thessy mehrain Mehrain,,,thessy.mehrain@gmail.com,,List import
10766979,Inactive Investor,Charlotte Prow,,Morgan Stanley Bellevue WA 500 108th Ave NE,charlotte.prow@morganstanley.com,,Salesforce
10862887,Inactive Investor,J Essman,Financial Professional,"MML Investors Services, LLC San Diego CA 2976 Fir St",tessman@financialguide.com,,Salesforce
10980193,Inactive Investor,Christine Matthew,,"Signature Estate Securities, Inc.",,,Salesforce
11166961,Inactive Investor,David Koenig,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",,,Salesforce
10820305,Inactive Investor,Salma Zahr,Executive Director;Market Director,UBS Financial Services Inc. San Francisco CA 555 California St,salma.zahr@ubs.com,,Salesforce
11028650,Inactive Investor,Cathy Holmes,,Cetera Investment Services LLC Birmingham AL 1900 5th Ave N,,,Salesforce
10931572,Inactive Investor,Eric Thomas,,LPL Financial LLC,,,Salesforce
9634002,,Peter Mumbi,,,petercckm@gmail.com,,List import
11190703,Inactive Investor,Aaron Henry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",aaron.henry@ml.com,,Salesforce
11147694,Inactive Investor,Jason Zubris,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,jason.zubris@fidelity.com,,Salesforce
10805093,Inactive Investor,Shari Fishman,Chief Compliance Officer,"JSF Financial, LLC",shari@jsffinancial.com,,Salesforce
9618684,,Christopher Damitio,,,chrisdamitio@gmail.com,,List import
10801620,Inactive Investor,David Arthur,Wealth Advisor,"Geneos Wealth Management, Inc. Roanoke VA 2709 Brambleton Ave SW",,,Salesforce
11181958,Inactive Investor,Charles Held,,"Truist Investment Services, Inc. Vienna VA 8385 Leesburg Pike",chuck.held@truist.com,,Salesforce
10852956,Inactive Investor,Jennifer Kreeb,Financial Advisor,Thrivent Investment Management Inc. Dyersville IA Private Residence,jennifer.kreeb@thrivent.com,,Salesforce
128693,,Emon Harirchi,,Seia,eharirchi@seia.com,,
10856260,Inactive Investor,Collier Watson,,"Avantax Investment Services, Inc. Coleman TX 100 S Commercial Ave",,,Salesforce
10818888,Inactive Investor,Paul Gavin,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",paul.m.gavin@nm.com,,Salesforce
11070275,Inactive Investor,Hao Dang,Investment Strategist,"Consilio Wealth Advisors, LLC Antelope CA Private Residence",,,Salesforce
10877315,Inactive Investor,Durian Spagnuolo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,durian.spagnuolo@fidelity.com,,Salesforce
10824669,Inactive Investor,Frederick Gunther,Financial Advisor,LPL Financial LLC Raleigh NC 9212 Falls of Neuse Rd,fred.gunther@lpl.com,,Salesforce
9599053,,Kaka Lam,,,lot.rita@gmail.com,,List import
11232659,Inactive Investor,Delina Hida,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,,,Salesforce
10909531,Inactive Investor,Jesse Dietz,Chief Compliance Officer;Chief Investment Officer;Owner,Retirement Planners of Texas,jesse@retirehouston.com,,Salesforce
11149515,Inactive Investor,Tracy Garry,,"Empower Financial Services, Inc",tracy.garry@empower.com,,Salesforce
11016657,Inactive Investor,Ramon Chavez-Nunez,,PFS Investments Inc. Modesto CA 101 College Ave,rchavez-nunez@primerica.com,,Salesforce
11140958,Inactive Investor,Christopher Werden,,Cetera Advisors LLC Mount Pleasant SC 1040 Ewall St,cwerden@ceteraadvisors.com,,Salesforce
10989068,Inactive Investor,Brandon Baker,Private Client Advisor,J.P. Morgan Securities LLC Rockwall TX 2994 Horizon Rd,brandon.baker@jpmorgan.com,,Salesforce
9566904,,Zainab zaki H Alsakhin,,,zainabalsakhin2022@gmail.com,,List import
241702,,Daniel Smith,,[Unknown],dsmith@elmore.rr.com,,Direct
11161767,Inactive Investor,Kristin Moore,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,kristinvincent@statefarm.com,,Salesforce
10783548,Inactive Investor,Donna Fielding,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,donna.fielding@fidelity.com,,Salesforce
11110970,Inactive Investor,Roger Cox,Financial Advisor,"Rademacher Financial, Inc. Frenchtown MT 16840 Beckwith St",roger@rademacherfinancial.com,,Salesforce
10807042,Inactive Investor,Sean Murray,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,sean.murray@fidelity.com,,Salesforce
11059457,Inactive Investor,Cynthia Aschbacher,Chief Compliance Officer;Portfolio Manager,"Mengis Capital Management, Inc. Portland OR 1 SW Columbia St",cindy@mengiscapital.com,,Salesforce
10901526,Inactive Investor,Phillip Ortivez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11170227,Inactive Investor,Vincent Sommese,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10805321,Inactive Investor,Brittany Stivale,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",brittany.stivale@ml.com,,Salesforce
10985042,Inactive Investor,Mai Truong,,"Farmers Financial Solutions, LLC Denver CO 950 Wadsworth Blvd",mtruong@farmersagent.com,,Salesforce
223446,,Joan Steel,CEO,Alpha Wealth Advisors LLC,jesteel5412@gmail.com,,
10757803,Inactive Investor,John Witzig,,"Cambridge Investment Research, Inc. Morton IL 805 W Jackson St",,,Salesforce
10889528,Inactive Investor,Christine Kusher,,LPL Financial LLC Lake Forest IL 26525 N Riverwoods Blvd,christine.kusher@lpl.com,,Salesforce
152448,,Thomas Valente,,[Unknown],tm_valente@yahoo.com,,Advertising
11159962,Inactive Investor,Elissa Buie,Chief Compliance Officer;Chief Executive Officer;President,Yeske Buie Inc.,elissa@yebu.com,,Salesforce
9601721,,Dave Guevara,,,dave.guevara@email.myunion.edu,,List import
10783377,Inactive Investor,John Borth,,"Truist Investment Services, Inc. Baltimore MD 120 E Baltimore St",john.borth@truist.com,,Salesforce
10877697,Inactive Investor,James Hickey,Financial Advisor;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10766249,Inactive Investor,Traci LaFlower,Senior Registered Associate,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,traci.honda@morganstanley.com,,Salesforce
9645338,,James Freitas,,,freitas.lucky@gmail.com,,List import
11199588,Inactive Investor,Christopher Peck,Chief Compliance Officer;Manager;Managing Partner,Natural Investments Windsor CA 1330 Gumview Rd,christopher@naturalinvestments.com,,Salesforce
10874105,Inactive Investor,Richard Parks,,MWA Financial Services Inc. Appleton WI 39 Park Pl,richard.parks@modern-woodmen.org,,Salesforce
9581398,,Valerie Jesionowski,,,valerie.jesionowski@kmsfinancial.com,,List import
9555947,,Adebola Akiyode,,,adeakiyode@gmail.com,,List import
10487435,,Bradley Berry,"Chief Compliance Officer, Limited Partner, Partner","Roaring Blue Lion Capital Management, L.P.",brad@bluelioncap.com,,List import
11149119,Inactive Investor,Mark Schang,Financial Advisor,Edward Jones Bend OR 320 SW Upper Terrace Dr,mark.schang@edwardjones.com,,Salesforce
11158876,Inactive Investor,Bruce Weber,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Virginia Beach VA 222 Central Park Ave,bruce.weber@morganstanley.com,,Salesforce
11097224,Inactive Investor,Timothy Semlick,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Vancouver WA 171 Grant St",timothy.semlick@schwab.com,,Salesforce
9606083,,David Ferman,,,davidferman171@gmail.com,,List import
10597020,,John Deacon,,,john.deacon@schwab.com,,Web Form Fillout
11255241,Inactive Investor,Colleen Harrington,Associate Financial Advisor,"Longview Financial Advisors, LLC",colleen@longviewfin.com,,Salesforce
10897441,Inactive Investor,Paul Dries,Financial Advisor,Edward Jones Utica MI 45174 Cass Ave,paul.dries@ampf.com,,Salesforce
10761556,Inactive Investor,Thomas Bardwell,Financial Advisor;Senior Portfolio Management Director;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Sarasota FL 2 N Tamiami Trl,tom.bardwell@morganstanley.com,,Salesforce
11233421,Inactive Investor,Nicholas Drynan,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,,,Salesforce
10921955,Inactive Investor,Lloyd McClean,Financial Advisor,"Equitable Advisors, LLC Stamford CT 1266 E Main St",lloyd.mcclean@equitable.com,,Salesforce
11190029,Inactive Investor,Jason Cole,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",jason.m.cole@nm.com,,Salesforce
9598400,,Timothy Mcgarrity,,,tmcgarrity@ccmg.com,,List import
345167,,Keith Condemi,Managing Member,"Bright Futures Wealth Management, Llc",keith.condemi@ceteraadvisors.com,585-231-1595,Manual List Upload
9637517,,Kenneth Heulitt,,,kenneth.heulitt@moody.edu,,List import
9851865,,Brian Gongo,,,brgelectric1@yahoo.com,,
11045533,Inactive Investor,Glenda Oliver,,MWA Financial Services Inc. Irvine KY 325 Richmond Rd,glenda.g.oliver@mwarep.org,,Salesforce
11132414,Inactive Investor,Matthew Kenter,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
10997267,Inactive Investor,Susan Frigerio,Senior Manager;Senior Vice President,"Benjamin F. Edwards & Company, Inc.",susan.frigerio@benjaminfedwards.com,,Salesforce
11074577,Inactive Investor,Jason Reiling,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",jason.r.reiling@ampf.com,,Salesforce
11075838,Inactive Investor,James Landers,,"Raymond James Financial Services, Inc. Nashville TN 111 10th Ave S",james.landers@raymondjames.com,,Salesforce
10817218,Inactive Investor,Mark Tonelli,Financial Advisor,LPL Financial LLC Denver CO 2000 S Colorado Blvd,mark.tonelli@lpl.com,,Salesforce
170624,,fred gutermuth,,[Unknown],fgutermuth@gmail.com,,Advertising
10896389,Inactive Investor,Gilberto Perez,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,perezg@ft.newyorklife.com,,Salesforce
10948255,Inactive Investor,Joseph Rogers,,"Spartan Capital Securities, LLC",,,Salesforce
10950565,Inactive Investor,Brett Berg,,"Prudential Annuities Distributors, Inc",brett.berg@prudential.com,,Salesforce
10973153,Inactive Investor,Simon Giordano,,Goldman Sachs & Co.,,,Salesforce
9560808,,Richard Tardiff,,,rtardiff@pathstone.com,,List import
10992638,Inactive Investor,Fay Koh,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,fay.koh@primerica.com,,Salesforce
9596230,,Alexa Steriti,,,asteriti@ballentinepartners.com,,List import
10861454,Inactive Investor,James Dance,Chief Compliance Officer;Investment Consultant;Managing Member,"Havenshare Financial, LLC",,,Salesforce
11178387,Inactive Investor,Christian Plazola,,J.P. Morgan Securities LLC Laguna Niguel CA 30202 Crown Valley Pkwy,christian.plazola@chase.com,,Salesforce
11133853,Inactive Investor,Marlen Lopez,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",mlopez@sanctuarywealth.com,,Salesforce
11200360,Inactive Investor,Evan Fishman,Financial Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,evan.fishman@morganstanley.com,,Salesforce
10889488,Inactive Investor,Robert Gay,Financial Advisor,Edward Jones Greeneville TN 1060 W Andrew Johnson Hwy,rob.gay@edwardjones.com,,Salesforce
9609597,,Junhyung Kwon,,,julian8748@gmail.com,,List import
11231087,Inactive Investor,Elizabeth Gillenwater,,LPL Financial LLC Liberty MO 5 Victory Ln,elizabeth.gillenwater@lpl.com,,Salesforce
9590634,,Steven Ken,,,sken77500@gmail.com,,List import
11095057,Inactive Investor,Erin Chetwood,Chief Compliance Officer,Poplar Forest Capital LLC,echetwood@poplarforestllc.com,,Salesforce
11204874,Inactive Investor,Derria Weatherspoon,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,derria.weatherspoon@primerica.com,,Salesforce
11168671,Inactive Investor,Walter Russell,,"Kestra Investment Services, LLC New Albany OH 6650 Walnut St",,,Salesforce
40431,,Joseph Gimont,,"Transamerica Financial Advisors, Inc",joe.gimont@transamerica.com,717-579-5603,
10949032,Inactive Investor,Mozart Prudent,Vice President,J.P. Morgan Securities LLC,mozart.prudent@jpmorgan.com,,Salesforce
22647,, -,,[Unknown],xinru.wang@baruchmail.cuny.edu,,Direct
9606929,,Franta -,,,franta.polach@gmail.com,,List import
9567956,,Lianxin He,,,lianxin@grandline.tech,,List import
9585220,,Michael Silver,,,msilver@nationalsecurities.com,,List import
10827168,Inactive Investor,Steve Solano,Chief Compliance Officer,"Cornerstone Professional Advisor Services, LLC",ssolano@cpasllc.com,,Salesforce
11202638,Inactive Investor,Kenneth Mason,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,kenneth.mason@fidelity.com,,Salesforce
9607752,,David Clipper,,,david.clipper@brandywineglobal.com,,List import
10913195,Inactive Investor,Ulrick Edmonds,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",ulrick.edmonds@nm.com,,Salesforce
10917858,Inactive Investor,William Frye,,LPL Financial LLC Littleton CO 7180 S Penrose Ct,william.frye@lpl.com,,Salesforce
10992514,Inactive Investor,Mike Kaufman,,"Kestra Investment Services, LLC Glenview IL 1701 E Lake Ave",,,Salesforce
10840572,Inactive Investor,Christopher Kandas,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Phoenix AZ 2398 E Camelback Rd",ckandas@ampf.com,,Salesforce
10972086,Inactive Investor,Matthew Sattler,Investment Consultant,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",matt.sattler@schwab.com,,Salesforce
10984584,Inactive Investor,Gina Conley,,"Allstate Financial Services, LLC Brookfield IL 3749 Grand Blvd",ginaconley@allstate.com,,Salesforce
10873959,Inactive Investor,Phillip Mayeux,,"Allstate Financial Services, LLC Beaumont TX 1550 Cornerstone Ct",phillipmayeux@allstate.com,,Salesforce
9631033,,Pedro Quintanilla,,,pedro@plopportunities.com,,List import
11184354,Inactive Investor,Ian Sorenson,Associate Representative,Thrivent Investment Management Inc. Menasha WI 3102 Community Way,ian.sorenson@thrivent.com,,Salesforce
10989460,Inactive Investor,Kent Golightly,Wealth Advisor,Planning Alternatives Ltd,kent.g@planningalt.com,,Salesforce
10763373,Inactive Investor,Kara Boudreau,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,kara.g.boudreau@jpmorgan.com,,Salesforce
10925327,Inactive Investor,Mark Miller,,MissionSquare Investment Services,mmiller@icmarc.org,,Salesforce
10760921,Inactive Investor,John Lasheski,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,john.lasheski@morganstanley.com,,Salesforce
11105632,Inactive Investor,James Schindelar,,"Empower Financial Services, Inc",james.schindelar@empower.com,,Salesforce
10834399,Inactive Investor,Elizabeth Matarrita Dondi,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",elizabeth.matarrita_dondi@ml.com,,Salesforce
10923179,Inactive Investor,Steven Todrys,,Evercore Group L.L.C.,steven.todrys@evercore.com,,Salesforce
11171684,Inactive Investor,John Wilkinson,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10841380,Inactive Investor,Michael Reilly,President;Regulatory Contact,Cavan Capital Management LLC,michael.reilly@cavancapitalllc.com,,Salesforce
10812121,Inactive Investor,Mitchell Black,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",mitchell.x.black@ampf.com,,Salesforce
10820326,Inactive Investor,Julian Hunt,Chief Compliance Officer;Chief Investment Strategist;Member;President;Principal;Vice President,PrimeTRUST Advisors LLC,chunt@primetrustadvisors.com,,Salesforce
11221536,,Bryan Didonato,,,bdidonato@ahbi.com,,List Import
11001368,Inactive Investor,Ashley Squillace,,"Spire Securities, LLC Newburgh NY 100 Stony Brook Ct",,,Salesforce
208938,,Alex Farias,,[Unknown],afarias1406@gmail.com,,
10853185,Inactive Investor,Andrew Durfee,,"Raymond James Financial Services, Inc. Buffalo NY 217 Linwood Ave",andrew.durfee@raymondjames.com,,Salesforce
104215,,Bin Liu,,JNGCHENG,bin.liubin@gmail.com,,
338644,,James Hood,Chief Financial Officer,Chenavari Investment Managers,james.hood@chenavari.com, -2593763,Manual List Upload
10900329,Inactive Investor,Katie Wolfe,,"Avantax Investment Services, Inc. Powell OH 3845 Attucks Dr",,,Salesforce
11090607,Inactive Investor,Lauren Parisi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lauren.n.parisi@jpmorgan.com,,Salesforce
9582904,,hanlin zha,,,2435096328@qq.com,,List import
10618114,,Bryan Luczkiw,,,bryan.luczkiw@ceterafs.com,,List Import
9587621,,Radit Radit,,,raditradit03@gmail.com,,List import
10967582,Inactive Investor,Melanie Jones,,Purshe Kaplan Sterling Investments Pensacola FL 3 W Garden St,,,Salesforce
11186536,Inactive Investor,Douglas Bradel,Relationship Banker,J.P. Morgan Securities LLC Chehalis WA 681 S Market Blvd,douglas.a.bradel@chase.com,,Salesforce
11063914,Inactive Investor,Claudia Bowles,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,claudia.bowles@primerica.com,,Salesforce
373551,,Kyriakos Mangafas,,[Unknown],richmangafas@yahoo.com,,source
7141549,,Juan Rodriguez,,,carlos8888gallo@gmail.com,509-760-4069,Web Form Fillout
9591253,,Carrie Prusa,,,cprusa@bssfa.com,,List import
9551407,,Cathy Wagner,,,cwagner@fscadvisor.com,,List import
10923606,Inactive Investor,Ronald Henderson,,"Allstate Financial Services, LLC Tulsa OK 8741A S Lewis Ave",ronaldhenderson@allstate.com,,Salesforce
11168155,Inactive Investor,Sally Blume-Kelly,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",sally.blume@ml.com,,Salesforce
10829136,Inactive Investor,Susan Graham,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,susan.graham@fmr.com,,Salesforce
11009188,Inactive Investor,Thomas Johnson,Chief Compliance Officer;Chief Executive Officer,"Advocacy Wealth Management, LLC Atlanta GA 3350 Riverwood Pkwy SE",tjohnson@advocacywealth.com,,Salesforce
10894908,Inactive Investor,Vincent Ramirez,,"Osaic Wealth, Inc. Chicago IL 155 N Wacker Dr",,,Salesforce
10843927,Inactive Investor,Warren Brewer,Financial Professional,"Pruco Securities, LLC. East Tawas MI 211 Newman St",warren.brewer@prudential.com,,Salesforce
10898451,Inactive Investor,Blake Griffiths,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
63579,,Charis Meyer,Financial Associate,Thrivent Investment Management Inc.,charis.meyer@thrivent.com,262-679-3280,
10980772,Inactive Investor,Nicholas Millio,Client Service Associate,"Ameriprise Financial Services, LLC Saline MI 216 W Michigan Ave",nicholas.millio@ampf.com,,Salesforce
10888680,Inactive Investor,John Lynch,Vice President,PFS Investments Inc. Conway AR 505 Amity Rd,john.lynch@primerica.com,,Salesforce
10902835,Inactive Investor,William Bradshaw,Financial Advisor,"Northwestern Mutual Investment Services, LLC West Chester PA 200 N High St",bill.bradshaw@nm.com,,Salesforce
9617148,,James Berylson,,,jtb@berylson.com,,List import
9641643,,Andre McGann,,,andremcgann@hotmail.com,,List import
11213071,Inactive Investor,Eugene Bujaky,,Cetera Advisor Networks LLC Allison Park PA Private Residence,,,Salesforce
11104951,Inactive Investor,Demetrios Imprixis,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11200420,Inactive Investor,Matthew Kibbe,Executive Director;Vice President;Wealth Advisor,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,matthew.kibbe@morganstanley.com,,Salesforce
9628183,,Louis Knox,,,louis.knox@lpl.com,,List import
11013811,Inactive Investor,Connor Smith,,"Hantz Financial Services, Inc. Midland MI 2205 Ridgewood Dr",connor.smith@hantzgroup.com,,Salesforce
11140617,Inactive Investor,Deborah Dorman,Investment Advisor Representative,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",dorman_debbie@nlvmail.com,,Salesforce
10750472,Inactive Investor,Vicente Garcia,Financial Advisor;Financial Services Associate,Oriental Financial Services LLC San Juan 254 Ave Munoz Rivera,,,Salesforce
9621426,,Pyare Diwana,,,pdiwana001@gmail.com,,List import
10871130,Inactive Investor,Daniel Long,Branch Manager;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 2 N Tamiami Trl",dplong@stifel.com,,Salesforce
11048373,Inactive Investor,Robin Spencer,,"Charles Schwab & Co., Inc. Novi MI 43251 Crescent Blvd",,,Salesforce
11068498,Inactive Investor,David Schafer,Financial Advisor,Morgan Stanley Spokane WA 717 W Sprague Ave,dave.schafer@morganstanley.com,,Salesforce
373744,,Stephan Tchividjian,,[Unknown],snelsont@gmail.com,,source
10992405,Inactive Investor,Erika Antee,,The O.N. Equity Sales Company Grand Rapids MI 2828 Kraft Ave SE,,,Salesforce
10883385,Inactive Investor,David Lasco,Financial Advisor,"Ameriprise Financial Services, LLC Valhalla NY 100 Summit Lake Dr",david.lasco@ampf.com,,Salesforce
10971204,Inactive Investor,Seth Schniebolk,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",seth.schniebolk@nm.com,,Salesforce
11179628,Inactive Investor,Helaine Mamelak,Financial Advisor,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",vivian.mamelak@rbc.com,,Salesforce
9578347,,Dexter Mcrae,,,dextermcrae0917@gmail.com,,List import
11071929,Inactive Investor,John Elliott,Private Client Investment Associate,J.P. Morgan Securities LLC Huntington Beach CA 16917 Algonquin St,,,Salesforce
10847933,Inactive Investor,Edward Hansen,Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Godfrey IL Private Residence,ed.hansen@morganstanley.com,,Salesforce
11180842,Inactive Investor,Luz Castre,Financial Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. Fort Lauderdale FL 500 E Broward Blvd,,,Salesforce
10791523,Inactive Investor,Donald Depiro,Senior Vice President,UBS Financial Services Inc. Melville NY 58 S Service Rd,donald.depiro@ubs.com,,Salesforce
10913968,Inactive Investor,Raul Bencomo,Financial Advisor,"Ameriprise Financial Services, LLC El Paso TX 5760 N Mesa St",raul.bencomo@ampf.com,,Salesforce
10882663,Inactive Investor,Misti Wiederspohn,Investment Advisor;Secretary,"White & Company Financial Planning, Inc.",,,Salesforce
160514,,Andy Han,,[Unknown],andyhan80@gmail.com,,Paid Social
10839743,Inactive Investor,Kenneith Baker,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11193024,Inactive Investor,Patrick Hopps,,BAC Capital Advisors LLC,pmoyer@baclink.com,,Salesforce
11039616,Inactive Investor,Trevor Smith,,"Cambridge Investment Research, Inc. Rochester NY 29 Goodway Dr",,,Salesforce
9614668,,fafa dada,,,wysf244@yahoo.com,,List import
234053,, -,,[[Unknown]],rkotrader@gmail.com,,
10944112,Inactive Investor,Nicholas Cavano,,"First Command Brokerage Services, Inc. Stafford VA 125 Woodstream Blvd",nbcavano@firstcommand.com,,Salesforce
11175137,Inactive Investor,Rebecca Pickering,,"Allstate Financial Services, LLC Cherry Hill NJ 1900 Greentree Rd",bpickering@allstate.com,,Salesforce
11211166,Inactive Investor,David Best,Branch Manager;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Shelby NC 1610 E Marion St",david.best@wellsfargoadvisors.com,,Salesforce
11212136,Inactive Investor,James Leen,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,james.leen@ubs.com,,Salesforce
10788270,Inactive Investor,Joyce Wallace,,Cetera Advisors LLC Silver Spring MD 10008 Colesville Rd,joyce.wallace@ceteraadvisors.com,,Salesforce
11058017,Inactive Investor,Michael Stapleton,,United Planners' Financial Services of America A Limited Partner Clearwater FL Private Residence,,,Salesforce
11080393,Inactive Investor,Nicholas Landy,Financial Advisor Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,nick.landy@ubs.com,,Salesforce
10822047,Inactive Investor,Roderick Hausmann,Regional Vice President,PFS Investments Inc. Dover DE 1012 College Rd,roderick.hausmann@primerica.com,,Salesforce
11077967,Inactive Investor,Conor Clifford,,Fidelity Brokerage Services LLC,conor.clifford@fmr.com,,Salesforce
10879959,Inactive Investor,Alex Suriano,Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11119652,Inactive Investor,Rodney Pettingill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10927163,Inactive Investor,Dorothy Hurilla,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10998409,Inactive Investor,Ellie Smithback,,NYLIFE Securities LLC,edsmithback@ft.newyorklife.com,,Salesforce
11192017,Inactive Investor,Brian Parker,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",brian.parker@prudential.com,,Salesforce
11000407,Inactive Investor,Christine Maldoon,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",christine.e.maldoon@wellsfargo.com,,Salesforce
66901,,Nathan Derks,,"Landolt Securities, Inc.",nathan@landoltsecurities.com,847-838-5151,
10831609,Inactive Investor,Max Borgus,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",max.borgus@ml.com,,Salesforce
11140438,Inactive Investor,Mary McCafferty,,Commonwealth Financial Network Depew NY 4990 Transit Rd,mmccafferty@commonwealth.com,,Salesforce
11235893,Inactive Investor,Mark Corcoran,Chief Investment Officer,tru Independence Asset Management 2 Portland OR 15350 SW Sequoia Pkwy,mark@tru-ind.com,,Salesforce
10794426,Inactive Investor,Nancy Salvia,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",nancy_salvia@ml.com,,Salesforce
10812156,Inactive Investor,Christopher Browning,Senior Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Amelia OH 2 W Main St,christopher.l.browning@jpmorgan.com,,Salesforce
10834788,Inactive Investor,Michael Liebeskind,,"The Leaders Group, Inc. New York NY 550 5th Ave",,,Salesforce
11107821,Inactive Investor,David Dryden,Managing Member;Managing Partner,Insight Wealth Partners,david.dryden@insightwp.com,,Salesforce
10840497,Inactive Investor,Ronald Gruber,,NYLIFE Securities LLC Queensbury NY Private Residence,rdgruber@ft.newyorklife.com,,Salesforce
11026492,Inactive Investor,Cory Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,cory.sullivan@fmr.com,,Salesforce
9605035,,P. Ryan Bend,,,rbend@federatedinv.com,,List import
11095534,Inactive Investor,Joseph De Los Santos,,State Farm VP Management Corp. San Benito TX 341 N Williams Rd,,,Salesforce
10863020,Inactive Investor,Lance Mayfield,,"Farmers Financial Solutions, LLC Viburnum MO 2 Viburnum Center Rd",lance_mayfield@farmers.com,,Salesforce
9617746,,Vikram Khanna,,,vikram@ikariancapital.com,,List import
11129888,Inactive Investor,Jina Muir,,Vanguard Marketing Corporation,jina_muir@vanguard.com,,Salesforce
242800,,Orly Fromer,CEO,[Unknown],orlyfromer52@gmail.com,9.72525E+11,Database Upload
10872872,Inactive Investor,John Anderson,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",,,Salesforce
11238275,Inactive Investor,Tom Maher,,Hilton Capital,mahert@hiltoncm.com,,Salesforce
10937980,Inactive Investor,Peter Shu,,NYLIFE Securities LLC Brooklyn NY 720 64th St,fzshu@ft.newyorklife.com,,Salesforce
10365310,,Bob Patton,,,rpattonus@yahoo.com,,Web Form Fillout
10647241,,John Liess,,,john.r.liess@jpmorgan.com,,List Import
9604558,,September Macias,,,kennedy_macias@icloud.com,,List import
10877166,Inactive Investor,Ryan Coleman,Financial Advisor,Edward Jones Vista CA 110 Civic Center Dr,ryan.coleman@edwardjones.com,,Salesforce
10979572,Inactive Investor,Alexander Steele,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10876176,Inactive Investor,Cassandra Sparks,,MissionSquare Investment Services,csparks@icmarc.org,,Salesforce
146389,,Michelle Phuah,,[Unknown],michellephuah@gmail.com,,source
10898982,Inactive Investor,Michael Harrington,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11106770,Inactive Investor,Jane-Ellen Wolak,Partner,"The Mosaic Financial Group, LLC Chicago IL 1 E Erie St",jwolak@themfg.com,,Salesforce
11204690,Inactive Investor,Joseph Dallape,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",joseph_dallape@ml.com,,Salesforce
10984779,Inactive Investor,Dean Kuhlkin,Wealth Advisor,"Perigon Wealth Management, LLC New York NY 1675 Broadway",dkuhlkin@perigonwealth.com,,Salesforce
9561104,,Robert Scrabis,,,rscrabis@financialguide.com,,List import
11010650,Inactive Investor,Tyler Neuman,,Money Concepts Capital Corp Kimberly WI 220 W Kimberly Ave,tneuman@moneyconcepts.com,,Salesforce
10837111,Inactive Investor,Richard Fortune,Financial Advisor,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",rfortune@financialguide.com,,Salesforce
10962861,Inactive Investor,Kemberly Wardlaw,Managing Member,Wardlaw Wealth Management LLC Woodway TX 200 W State Highway 6,kwardlaw@tools2retire.com,,Salesforce
10614362,,Craig Katz,Financial Advisor,,craig_katz@glic.com,,List Import
10899698,Inactive Investor,Robert Walsh,Financial Advisor,LPL Financial LLC Houston TX 1717 West Loop S,robert.walsh@lpl.com,,Salesforce
10818667,Inactive Investor,Salvatore Zatkowski,,"American Portfolios Financial Services, Inc. Seaford NY 3394 Merrick Rd",szatkowski@americanportfolios.com,,Salesforce
9559402,,Christopher Collins,,,christopher.collins@fmr.com,,List import
10769472,Inactive Investor,Michael McAdam,Chief Executive Officer;Founder;Managing Member;Principal,McAdam LLC,michael.mcadam@mcadamfa.com,,Salesforce
11222037,,Jonathan Winkert,,,jwinkert@wealthenhancement.com,,List Import
10776072,Inactive Investor,Spencer Merriam,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",spencer.f.merriam@ml.com,,Salesforce
10865810,Inactive Investor,Michael Bratton,,State Farm VP Management Corp. Grass Valley CA 768 Taylorville Rd,,,Salesforce
371587,,Omar Elizondo,,United States,marlinchaser@comcast.net,,Google Natural Search
10825644,Inactive Investor,Todd Delligatti,President,"Expert Financial Services, LLC",,,Salesforce
11102232,Inactive Investor,Philip Schlofner,,Cetera Advisor Networks LLC Sacramento CA 656 5th Ave,schlofnerp@ceteranetworks.com,,Salesforce
11052856,Inactive Investor,Johnna Malik,Managing Director,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",johnna.malik@schwab.com,,Salesforce
11113206,Inactive Investor,Cole Forde,Associate,Edward Jones Puyallup WA 615 E Pioneer,cole.forde@edwardjones.com,,Salesforce
9632621,,Haihua Zhu,,,haihuazhu1004@gmail.com,,List import
10823237,Inactive Investor,Sarah Ponczek,Financial Advisor,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,sarah.ponczek@ubs.com,,Salesforce
10771181,Inactive Investor,Joyce Statler,Vice President,"Statler Financial Services, Inc.",,,Salesforce
11170352,Inactive Investor,Vu Ho,Financial Advisor;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",vu.ho@ml.com,,Salesforce
10968681,Inactive Investor,James Green,,"FBL Marketing Services, LLC Sellersburg IN 250 Hunter Station Rd",,,Salesforce
10839679,Inactive Investor,Paul James,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
11051715,Inactive Investor,Scott Wetherby,Senior Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. New York NY 52 E 14th St,scott.wetherby@citi.com,,Salesforce
10816029,Inactive Investor,David Mills,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",david.w.mills@wellsfargoadvisors.com,,Salesforce
9606562,,Paulina Pietrzak,,,paulinaizabela709@gmail.com,,List import
10859402,Inactive Investor,Maynard Keller,Founder;President,"American Financial Planning, Inc. Roanoke VA 358 Campbell Ave SW",plan@americanfp.us,,Salesforce
10892269,Inactive Investor,Gerald Newman,Chief Compliance Officer,"Hamilton Wealth, LLC",jerrycfp@hamiltonwealthco.com,,Salesforce
9639495,,Julia Zhu,,,jzhu@childrensmemorial.org,,List import
10987011,Inactive Investor,Jason Rodnick,Investment Analyst,Osborne Partners,jason@osbornepartners.com,,Salesforce
11003045,Inactive Investor,John Jones,,"Osaic Wealth, Inc. Dallas TX 4131 N Central Expy",,,Salesforce
10973730,Inactive Investor,Aaron Burtzel,,"The Leaders Group, Inc.",,,Salesforce
11067849,Inactive Investor,Melissa Christensen,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,melissa.christensen@fidelity.com,,Salesforce
9552487,,Lina Tseng,,,ltseng@intervalpartners.com,,List import
11110168,Inactive Investor,Deja Cheatham,,PFS Investments Inc. Artesia CA 18732 Corby Ave,dejapachecheatham@primerica.com,,Salesforce
10937766,Inactive Investor,Newell Helle,Regional Leader,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,newell.helle@primerica.com,,Salesforce
11082003,Inactive Investor,Kimberly Marriott,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",kimberly_marriott@ml.com,,Salesforce
11254803,Inactive Investor,Kevion Latham,Senior Wealth Advisor,"The Colony Group, LLC Cranberry Townshpi PA Private Residence",kevion.latham@thecolonygroup.com,,Salesforce
10940256,Inactive Investor,Brock Tallakson,,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",brocktallakson@financialguide.com,,Salesforce
11123232,Inactive Investor,Yasmin Tehranzadeh,,LPL Financial LLC Encino CA 16027 Ventura Blvd,yasmin.tehranzadeh@lpl.com,,Salesforce
10818316,Inactive Investor,Steven Coyne,,"Raymond James & Associates, Inc. Williamsburg KY Private Residence",steven.coyne@raymondjames.com,,Salesforce
11110459,Inactive Investor,Marybeth Castay,,Cetera Investment Services LLC Covington LA 200 Covington Ctr,,,Salesforce
10849225,Inactive Investor,Deborah Miller,Executive Vice President,PFS Investments Inc.,deborah.miller@primerica.com,,Salesforce
10864962,Inactive Investor,Vincent Dileva,,"Signature Estate Securities, Inc. Redondo Beach CA 1848 S Elena Ave",,,Salesforce
10785346,Inactive Investor,William McGlothin,Alternative Investment Director;Executive Director;Financial Advisor,Morgan Stanley Knoxville TN 1111 N Northshore Dr,patrick.mcglothin@morganstanley.com,,Salesforce
228797,, -,,[[Unknown]],rstone1208@gmail.com,,Organic Search
11063629,Inactive Investor,Joel Bengds,Financial Planner;Vice President,HSC Wealth Advisors,joel@hscwa.com,,Salesforce
9614512,,Oyebode Odeyemi,,,thumbresources@yahoo.com,,List import
9581047,,Steven Beatty,,,sbeatty@nfp.com,,List import
11048799,Inactive Investor,Mary Holland,Chief Investment Officer;Managing Member;Portfolio Manager,Sutton Place Capital Management LLC,mh@suttonplacecapital.com,,Salesforce
11165446,Inactive Investor,Cullen Morgan,,Goldman Sachs & Co.,,,Salesforce
11253953,Inactive Investor,Khaylan Kearse-Thomas,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10978962,Inactive Investor,Rodney Mcmillan,,LPL Financial LLC Lawrence KS 4910 Corporate Centre Dr,rodney.mcmillan@lpl.com,,Salesforce
11190884,Inactive Investor,Morgan Seymour,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",morgan.seymour@ml.com,,Salesforce
10893760,Inactive Investor,Greg Wisniewski,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Utica NY 102 Business Park Dr",greg.wisniewski@ml.com,,Salesforce
11062327,Inactive Investor,Michael Collins,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,mecollins01@ft.newyorklife.com,,Salesforce
241976,,Barbara Ford,,[Unknown],barbiekay90@gmail.com,,
10993418,Inactive Investor,Rodney Wendt,Wealth Advisor,Cornerstone Wealth Aiken SC 137 Old Market St,rwendt@cwgadvisors.com,,Salesforce
6936411,,Olga Elmore,,,tivoxi7894@wwgoc.com,,Web Form Fillout
11070759,Inactive Investor,Paul Yang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Milpitas CA 12 Ranch Dr",paul.yang@schwab.com,,Salesforce
10908266,Inactive Investor,Paul Hill,,"MML Investors Services, LLC Tupelo MS 106 E Main St",beauhill@financialguide.com,,Salesforce
10884327,Inactive Investor,Kevin Swanson,Wealth Advisor,WealthSource Morro Bay CA 685 Main St,kswanson@wealthsource.com,,Salesforce
9612367,,James Clarahan,,,jclarahan@harrisassoc.com,,List import
10617697,,Steven Fromm,,,steven.fromm@wellsfargoadvisors.com,,List Import
11147423,Inactive Investor,Carol Winburn,Financial Professional,Money Concepts Capital Corp Butler MO 210 W Ohio St,cwinburn@moneyconcepts.com,,Salesforce
9579536,,Brian Wells,,,brian.wells@securitiesamerica.com,,List import
11190670,Inactive Investor,Christopher Perry,Financial Advisor,Edward Jones Houston TX 12777 Jones Rd,chris.j.perry@edwardjones.com,,Salesforce
11165971,Inactive Investor,Brian Perkins,,"Kestra Investment Services, LLC Charlotte NC 1901 Roxborough Rd",,,Salesforce
11057533,Inactive Investor,Lindsay Thompson,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10845468,Inactive Investor,Miriam Martin,,"Wells Fargo Clearing Services, LLC Palo Alto CA 400 Hamilton Ave",miriam.martin@wellsfargoadvisors.com,,Salesforce
11230690,Inactive Investor,Eric Bruning,Financial Advisor,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",eric.bruning@ampf.com,,Salesforce
9608002,,Tim Doody,,,tgd@realtytaxes.com,,List import
11140229,Inactive Investor,Joshua Carrasquillo,,J.P. Morgan Securities LLC Orlando FL 2710 S Orange Ave,joshua.carrasquillo@jpmorgan.com,,Salesforce
10947611,Inactive Investor,Ali Iftikhar,,J.P. Morgan Securities LLC Washingtonville NY 74 E Main St,ali.iftikhar@jpmorgan.com,,Salesforce
373126,,ROBAL ROBAL,,[Unknown],robalm336@gmail.com,,source
371750,,Linda Galante,,United States,lindagalante2@gmail.com,,Google Ad
10939565,Inactive Investor,David Floyd,Director - Operations,Commonwealth Financial Network Saint Charles IL 606 Riverside Ave,dfloyd@commonwealth.com,,Salesforce
10843678,Inactive Investor,Dominick Santangelo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",dominick.santangelo@ml.com,,Salesforce
79207,,Albert Dailey,Financial Associate,Thrivent Investment Management Inc.,albert.dailey@thrivent.com,717-540-0154,
11135291,Inactive Investor,Ellis Carson,Chief Compliance Officer;Founder;Managing Member,"Sunbeam Capital Management, LLC",ellis@sunbeamcapmgmt.com,,Salesforce
10965171,Inactive Investor,Christoph Stadler,Associate Financial Advisor,Edward Jones Fort Lauderdale FL 717 SE 2nd St,,,Salesforce
11229570,Inactive Investor,Andrew Jary,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",,,Salesforce
10957740,Inactive Investor,Shad Johnson,Investment Advisor Representative;Regulatory Contact,Mueller Financial Solutions Co.,shad@themuellercompanies.com,,Salesforce
10614091,,Deborah Solomon,Financial Advisor,,deborah.solomon@wellsfargoadvisors.com,,List Import
11025490,Inactive Investor,Phoenix Villalobos,,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,phoenix.villalobos@jpmorgan.com,,Salesforce
10936383,Inactive Investor,Mark Wade,,PFS Investments Inc. Hurricane WV 3526 Teays Valley Rd,mark.wade@primerica.com,,Salesforce
10891624,Inactive Investor,Deborah Sinnott,,"Kestra Investment Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11220393,,Glenn Hefner,,,ghefner@npfinvest.com,,Other
11122607,Inactive Investor,Kip Wenninger,Financial Advisor,Edward Jones Appleton WI 5317 W Grande Market Dr,kip.wenninger@edwardjones.com,,Salesforce
10758746,Inactive Investor,Bradley Hansen,,"Associated Investment Services, Inc.",,,Salesforce
11040102,Inactive Investor,Michael Katz,Financial Advisor;Financial Planning Specialist,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,michael.katz@morganstanley.com,,Salesforce
11198657,Inactive Investor,Virginia Belker,Chief Compliance Officer;Secretary,"Front Street Capital Management, Inc.",ginger@frontstreetcap.com,,Salesforce
11146412,Inactive Investor,Dominic Salonya,Wealth Management Analyst,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,dominic.salonya@morganstanley.com,,Salesforce
10791403,Inactive Investor,Jennifer Myers,Chief Compliance Officer;President,SageVest Wealth Management,jmyers@sagevestwealth.com,,Salesforce
10915179,Inactive Investor,Stacie Fritzsch,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,stacie.fritzsch@primerica.com,,Salesforce
10790365,Inactive Investor,Brian Schoenle,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Naples FL 5801 Pelican Bay Blvd",brian.schoenle@wellsfargo.com,,Salesforce
11093325,Inactive Investor,Larry Goodwin,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,lgoodwin@primerica.com,,Salesforce
11111941,Inactive Investor,Londa Grinna,,Cetera Advisor Networks LLC Decorah IA 521 W Water St,grinnal@ceteranetworks.com,,Salesforce
11173547,Inactive Investor,Thomas Minger,Financial Advisor,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",tminger@htk.com,,Salesforce
11136213,Inactive Investor,Erin Budke,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem OR 1255 Lee St SE",erin.budke@ml.com,,Salesforce
10836919,Inactive Investor,Milton Fisher,Account Executive,Janney Montgomery Scott LLC Boca Raton FL 2385 NW Executive Center Dr,mfisher@janney.com,,Salesforce
11192313,Inactive Investor,Cory Cook,Chief Compliance Officer;Investment Advisor Representative;President,Cox & Cook Wealth Advisors,cory.cook@plans2retire.net,,Salesforce
10971910,Inactive Investor,Yamely Gonzalez,Private Client Banker;Vice President,J.P. Morgan Securities LLC Miami FL 355 Alhambra Cir,yamely.gonzalez@jpmorgan.com,,Salesforce
10838229,Inactive Investor,John Cheang,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",john.cheang@wellsfargoadvisors.com,,Salesforce
11129399,Inactive Investor,Robert Fielder,Chief Compliance Officer;Chief Executive Officer;President,Park 10 Financial LLC,randall@park10financial.com,,Salesforce
10979081,Inactive Investor,Joseph Cerniglia,,"U.S. Bancorp Investments, Inc. Appleton WI 200 N Durkee St",joseph.cerniglia@usbank.com,,Salesforce
9591715,,Adanma Igwe,,,amazingadanma@gmail.com,,List import
11075484,Inactive Investor,Dennis Beadle,Financial Advisor,"Archetype Advisors, LLC",dennis.beadle@archetypeadvisor.com,,Salesforce
9127660,,Yudhveer Chaudhry,,,yudhveer.chaudhry@blackrock.com,,List Import
11125742,Inactive Investor,Colton Farrell,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",colton.farrell@nm.com,,Salesforce
10854069,Inactive Investor,Michael Scott,Financial Advisor;Owner,"Hornor, Townsend & Kent, LLC Oshkosh WI 1488 W South Park Ave",mscott@htk.com,,Salesforce
170532,,Tony Ndirangu,,[Unknown],ndirangu2019@gmail.com,,Paid Social
10960131,Inactive Investor,Ursula Wilson,,PFS Investments Inc. Opelika AL 3320 Skyway Dr,uwilson@primerica.com,,Salesforce
11137413,Inactive Investor,Anthony Vitanza,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",anthony.vitanza@tiaa.org,,Salesforce
188327,,Rhys Eddy,,[Unknown],rhyseddy8@gmail.com,,source
373397,,Ryan Churchill,,[Unknown],edwardochurchill@gmail.com,,source
10657431,,Kyle Stevens,,,kyle.stevens@countryfinancial.com,,List Import
10927151,Inactive Investor,Martin Fridson,Chief Investment Officer,"Lehmann, Livian, Fridson Advisors, LLC",,,Salesforce
335399,,Masahiro Umemori,Managing Director,Nomura Asset Management Singapore Limited,marketing@namsg.com.sg,656-433-9088,Manual List Upload
10982338,Inactive Investor,James Fisher,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",,,Salesforce
9590563,,Sam Hookah,,,trekgolden42@outlook.com,,List import
10752362,Inactive Investor,Kevin Priddy,Investment Advisor Representative,LPL Financial LLC Coopersville MI 309 Main St,kevin.priddy@lpl.com,,Salesforce
10824382,Inactive Investor,Charles Triaga,,"IFP Securities, LLC Buffalo NY 5732 Main St",,,Salesforce
11014764,Inactive Investor,Cassie Etter,,J.P. Morgan Securities LLC Fowlerville MI 118 E Grand River Ave,cassie.etter@jpmorgan.com,,Salesforce
9607611,,Selvakumar Arumugam,,,selvabuz@gmail.com,,List import
11157754,Inactive Investor,Marvene Devoy,Senior Client Associate,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",marvene.devoy@wellsfargoadvisors.com,,Salesforce
236559,, -,,[[Unknown]],rikkif1206@gmail.com,,
9549058,,Gabriel Paquet,,,mainoffenderkz@gmail.com,,List import
10531742,,Robert Maday,CPA,RJM CPA,madaybob@yahoo.com,6308524117,List Import
10916464,Inactive Investor,Bryant Taylor,Financial Advisor,LPL Financial LLC Park Ridge IL 1300 Higgins Rd,bryant@ifcplanners.com,,Salesforce
10644138,,Bradley Morris,,,brad.morris@lpl.com,,List Import
10926785,Inactive Investor,John Henderson,,"Osaic FA, Inc. Silver Spring MD 8403 Colesville Rd",john.henderson@lfg.com,,Salesforce
9601210,,jelmer kattevilder,,,jelmer.kattevilder@schroders.com,,List import
9623304,,Kartik Bhatia,,,kartikbhatia2017@gmail.com,,List import
10647659,,Sarah Deatherage,,,sarah.deatherage@wellsfargoadvisors.com,,List Import
10957510,Inactive Investor,Liliana Zwart,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",lili.zwart@tiaa.org,,Salesforce
9608726,,Ankur Sharma,,,ankur.california@gmail.com,,List import
11136757,Inactive Investor,Alfred Ponder,,"Avantax Investment Services, Inc. Atlanta GA 2147 Beecher Rd SW",,,Salesforce
10849004,Inactive Investor,Eric Hilderbrand,,"Ceros Financial Services, Inc. Norwalk CT 50 Washington St",ehilderbrand@cerosfs.com,,Salesforce
10797771,Inactive Investor,Dawn Thorpe,,Morgan Stanley Peoria AZ 16155 N 83rd Ave,dawn.wood@morganstanley.com,,Salesforce
11146538,Inactive Investor,Matthew Barber,Partner,"SignatureFD, LLC",,,Salesforce
10661961,,David Kalis,,,david.kalis@futurefundadvisors.com,,List Import
9572804,,Matthew Benson,,,mbenson@massmutual.com,,List import
9555103,,Brian Cobb,,,brian.cobb@fidelity.com,,
11205554,Inactive Investor,Christopher Jara,,J.P. Morgan Securities LLC Burlingame CA 1188 El Camino Real,chris.j.jara@chase.com,,Salesforce
11099370,Inactive Investor,Gino Martignetti,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11021368,Inactive Investor,Matthew Shores,Partner;Wealth Manager,Merit Financial Advisors Frisco TX 2801 Network Blvd,,,Salesforce
10942329,Inactive Investor,William Murphy,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11081088,Inactive Investor,Sylvia Odam,Complex Administration Manager,"Raymond James & Associates, Inc. New York NY 320 Park Ave",sylvia.odam@raymondjames.com,,Salesforce
11209071,Inactive Investor,Cesar Murillo,Chief Compliance Officer;Chief Executive Officer;President,Emergent Global Investments,cesar.murillo@emergentgi.com,,Salesforce
11099245,Inactive Investor,Nash Roberts,Associate,Edward Jones Charlotte MI 311 Lansing St,,,Salesforce
11126570,Inactive Investor,Judy Aguilar-Woertz,,State Farm VP Management Corp. Tempe AZ 8601 S Priest Dr,,,Salesforce
11126286,Inactive Investor,Richard Agster,,"Raymond James & Associates, Inc.",richard.agster@raymondjames.com,,Salesforce
10487189,,Allison Williams,"Assistant Vice President, Private Wealth Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated",allison_williams@ml.com,,List Import
72679,,James Hannan,,"Kestra Advisory Services, LLC",daniel.hannan@nfp.com,301-581-7361,
9585460,,Craig Buhr,,,craig@stawealth.com,,List import
11078131,Inactive Investor,Alexandru Cojocaru,Financial Advisor,Edward Jones Sunnyside NY 4701 Queens Blvd,alexandru.cojocaru@edwardjones.com,,Salesforce
10858221,Inactive Investor,Peter Straub,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",peter.straub@ml.com,,Salesforce
11176863,Inactive Investor,Courtney Bonacci,,"Sanctuary Securities, Inc. San Francisco CA 1160 Battery St",cbonacci@sanctuarywealth.com,,Salesforce
11144948,Inactive Investor,James Beall,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",dustin.beall@truist.com,,Salesforce
372161,,kory fitzgerald,,United States,kfitzgerald@trlm.com,,Salesforce
11016365,Inactive Investor,Victor Fernandez,Assistant Vice President - Wealth Management;Senior Wealth Planning Associate,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,vfernandez@janney.com,,Salesforce
349516,,James Spangler,,"Securities America Advisors, Inc.",james.spangler@securitiesamerica.com,724-538-8885,
11076943,Inactive Investor,Tyson Martin,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",tyson.martin@wellsfargoadvisors.com,,Salesforce
5141098,,jin jin,,,yewiki1069@kixotic.com,,Web Form Fillout
10853749,Inactive Investor,Gregory Degraeve,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",gregory.degraeve@ml.com,,Salesforce
10782140,Inactive Investor,Thomas Judson,Business Development Associate,Morgan Stanley San Francisco CA 101 California St,tom.judson@morganstanley.com,,Salesforce
10615810,,Paul Nielsen,,,paul.c.nielsen@jpmorgan.com,,List Import
9555589,,Jon Sundvold,,,jsun@sundvold.com,,List import
11119740,Inactive Investor,Eric Rentz,,Edward Jones Wheaton IL 340 W Front St,eric.rentz@edwardjones.com,,Salesforce
10618865,,Christopher Buol,,,chris.buol@rbc.com,,List Import
244568,,Alex Murguia,Managing Principal,McLean Asset Management,alex.murguia@risaprofile.com,,Manual List Upload
11000662,Inactive Investor,Malyka Korgan,,State Farm VP Management Corp. Longmont CO 11052 Cimarron St,malykakorgan@statefarm.com,,Salesforce
11254137,Inactive Investor,Sager Koheel,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",sager.koheel@equitable.com,,Salesforce
10968208,Inactive Investor,Juan Carrillo Villavicencio,,Goldman Sachs & Co.,,,Salesforce
9558237,,Amy U,,,aiuyanna@icloud.com,,List import
6953070,,Rhonda Jones,,,pihopoc541@youke1.com,,Web Form Fillout
10661922,,Nicholas Dalmaso,,,n.dalmaso@soundcapitalsolutions.com,,List Import
10841083,Inactive Investor,Robert DiMaria,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",robert.dimaria@ampf.com,,Salesforce
11161189,Inactive Investor,Steven Percifield,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",steven.percifield@nm.com,,Salesforce
11124449,Inactive Investor,Samantha Dohman,Private Client Advisor,J.P. Morgan Securities LLC Hewlett NY 1304 Broadway,samantha.dohman@jpmorgan.com,,Salesforce
10904318,Inactive Investor,Edward Wilcox,Chief Compliance Officer;Financial Advisor;Partner,"Rollins Financial Advisors, LLC",,,Salesforce
11020917,Inactive Investor,Adam Robertson,,State Farm VP Management Corp. Henderson NV 10608 S Eastern Ave,adamrobertson@statefarm.com,,Salesforce
11153235,Inactive Investor,Sailesh Shah,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Orlando FL 301 E Pine St",shshah@financialguide.com,,Salesforce
10825130,Inactive Investor,Thomas Frost,Associate;Financial Consultant,LPL Financial LLC Fresno CA 465 E Fir Ave,thomas.frost@lpl.com,,Salesforce
9631918,,Bruce Battle,,,bbattle90@gmail.com,,List import
10755592,Inactive Investor,Stephen Hicks,Financial Advisor;Senior Vice President,Brighton Securities Corp. Batavia NY 212 E Main St,shicks@brightonsecurities.com,,Salesforce
248589,,Michael Corley,"Advanced Analytics, Strategy",Sigma Data Science,mcorley@sigmadatascience.com,,Manual List Upload
6347934,,Benjamim Dionisio,,,benjamimdionisio06@gmail.com,,Web Form Fillout
10950257,Inactive Investor,Robert Christian,,PFS Investments Inc. Hartsdale NY 100 N Central Ave,robert.christian@primerica.com,,Salesforce
4339549,Inactive Investor,Devon Francis,Field Consultant,Dimeo Schneider & Associates LLC,dfrancis@dimeoschneider.com,(312) 853-1000,
10782933,Inactive Investor,Leland Norton,Financial Advisor,Edward Jones Tustin CA 17822 17th St,lee.norton@edwardjones.com,,Salesforce
11033012,Inactive Investor,Amanda Salcido-Newby,,Edward Jones Lakeland FL 140 Fitzgerald Rd,amanda.salcido-newby@edwardjones.com,,Salesforce
10780950,Inactive Investor,Mary Perrone,Assistant Vice President;Portfolio Associate,Morgan Stanley New Brunswick NJ 120 Albany St,mary.p.perrone@morganstanley.com,,Salesforce
10869422,Inactive Investor,Phatsany Pongphachanxay,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",phatsany.pongphachanxay@schwab.com,,Salesforce
10948019,Inactive Investor,Ringo Fernandez,,Citigroup Global Markets Inc.,,,Salesforce
9565133,,Debbie Clark,,,dclark@htk.com,,List import
11039504,Inactive Investor,Joel Babbitt,,"Kestra Investment Services, LLC Glenview IL 1701 E Lake Ave",,,Salesforce
88443,,Denise Amos,Financial Professional,"Voya Financial Advisors, Inc.",denise.amos@voyafa.com,515-961-2656,
11196203,Inactive Investor,Todd Williams,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Las Vegas NV 1900 Village Center Cir",todd.a.williams@wellsfargo.com,,Salesforce
10773176,Inactive Investor,Mark Stuckless,Portfolio Manager;Senior Vice President - Investments,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,mark.stuckless@ubs.com,,Salesforce
11207756,Inactive Investor,Sandy Berkram,Senior Wealth Strategy Associate,UBS Financial Services Inc. Billings MT 401 N 31st St,sandy.berkram@ubs.com,,Salesforce
351401,,Eugene O'Connnor,Senior Wealth Manager,"Wny Asset Management, Llc",eoconnor@wnyasset.com,716-626-0060,Manual List Upload
11162014,Inactive Investor,Christopher Johnson,Wealth Advisor,"Jacobson & Schmitt Advisors, LLC",,,Salesforce
11212249,Inactive Investor,Walter Hauser,Managing Director - Investments,"Raymond James & Associates, Inc. Columbus OH 2154 E Main St",henry.hauser@raymondjames.com,,Salesforce
10645031,,Russel Dunlap,,,rdunlap@williamblair.com,,List Import
10903923,Inactive Investor,Derick Huntwork,,General Securities Corp,,,Salesforce
10856333,Inactive Investor,Thomas Gregory,Financial Advisor,"Ameriprise Financial Services, LLC Melbourne FL 6767 N Wickham Rd",thomas.gregory@ampf.com,,Salesforce
10763864,Inactive Investor,Philip Coombe,,"Coombe Financial Services, Inc.",pcoombe@coombefinancial.com,,Salesforce
10506115,,Stephen Becker,President,Pinnacle Financial Solutions,stephen.m.becker@comcast.net,505-293-8623,List import
10696398,,John Fox,,NewEdge Wealth,jfox@newedgecg.com,,List Import
10914091,Inactive Investor,Stephen Young,Financial Advisor,Edward Jones Roswell GA 1905 Woodstock Rd,,,Salesforce
10805664,Inactive Investor,Kevin Dunnigan,Financial Advisor,LPL Financial LLC Loveland CO 290 E 25th St,kevin.dunnigan@lpl.com,,Salesforce
10908658,Inactive Investor,Dean Licata,Investment Advisor Representative,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
11086701,Inactive Investor,Tiffany Lally,,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,,,Salesforce
213760,,Ronald Parkonen,,[Unknown],rparkonen@yahoo.com,,
11010056,Inactive Investor,Claudio Sidney,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,,,Salesforce
10884995,Inactive Investor,Jeffrey East,,"Raymond James Financial Services, Inc. Brentwood TN 128 Franklin Rd",jeffrey.east@raymondjames.com,,Salesforce
11078030,Inactive Investor,Rodney Torbush,Financial Advisor,Edward Jones Fort Thomas KY 119 N Fort Thomas Ave,kris.torbush@edwardjones.com,,Salesforce
10811776,Inactive Investor,John Curran,,Cetera Investment Services LLC Fort Lauderdale FL 13450 W Sunrise Blvd,john.curran@ceterainvestors.com,,Salesforce
11187875,Inactive Investor,Jeffrey Tonnesen,,J.P. Morgan Securities LLC Columbus OH 2031 Henderson Rd,jeffrey.tonnesen@jpmorgan.com,,Salesforce
237302,, -,,[[Unknown]],brigitta.look@aol.com,,
10819756,Inactive Investor,Jeffrey Shover,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",jeffrey.shover@ampf.com,,Salesforce
10842903,Inactive Investor,Patrick Kelley,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",patrick.kelley@wellsfargoadvisors.com,,Salesforce
10945871,Inactive Investor,Griffin Hoepker,,Fidelity Brokerage Services LLC,griffin.hoepker@fidelity.com,,Salesforce
10612554,,Marybeth Sharkey,"Financial Advisor, Managing Partner, Senior Vice President",,marybeth.b.sharkey@ampf.com,,List Import
9560456,,Mahdi Sariydine,,,mahdisarieddine@gmail.com,,List import
11064508,Inactive Investor,Lori Oekerman,,Edward Jones Portland OR 5331 S Macadam Ave,lori.oekerman@edwardjones.com,,Salesforce
10932557,Inactive Investor,Mark Aasen,,"Osaic Wealth, Inc. West Des Moines IA 3737 Woodland Ave",,,Salesforce
10969106,Inactive Investor,Andrew Winter,,Cetera Investment Services LLC,andrew.winter@ceterais.com,,Salesforce
10958481,Inactive Investor,Katherineann Sienes,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10817981,Inactive Investor,Cynthia Jordan,,PFS Investments Inc. Green Bay WI 1066 Mather St,cynthia.jordan@primerica.com,,Salesforce
11293897,,etienne hannart,,,etienne.hannart@coindesk-indices.com,,Web Form Fillout
10948372,Inactive Investor,Ganesh Midigesi,Chief Compliance Officer;Chief Operating Officer;Financial Advisor;Managing Member,Grass Capital LLC,ganesh@grass-cap.com,,Salesforce
10768243,Inactive Investor,Scott Wettengel,Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Gallatin TN 668 Nashville Pike",stwettengel@firsthorizon.com,,Salesforce
10820443,Inactive Investor,Min Kim,Chief Compliance Officer;Managing Member,Twin Lakes Capital,mkim@twinlakescapital.com,,Salesforce
10784283,Inactive Investor,Justin Pak,,"Wells Fargo Clearing Services, LLC Iselin NJ 194 Wood Ave S",justin.pak@wellsfargoadvisors.com,,Salesforce
10805456,Inactive Investor,Bradley Quan,Senior Financial Advisor;Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,bradley.quan@ubs.com,,Salesforce
65354,,Chad Alvarado,Financial Associate,Thrivent Investment Management Inc.,chad.alvarado@thrivent.com,,
11040883,Inactive Investor,Richard Baldwin,Chief Compliance Officer;Managing Director,"Baldwin Wealth Management, LLC",richard.baldwin@baldwinwealthmanagement.com,,Salesforce
10782290,Inactive Investor,Gregory Thomson,Vice President - Private Investment Management,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,gthomson@rwbaird.com,,Salesforce
9582348,,Peter Tarrant,,,ptarrant@btig.com,,List import
10888833,Inactive Investor,David Herbeck,Financial Advisor,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,,,Salesforce
11143234,Inactive Investor,Zachary Green,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,zachary.green@jpmorgan.com,,Salesforce
10505815,,Wendy Sire,Sr VP,WFA FINET,wendy.sire@wfafinet.com,406-727-9050,List import
11084466,Inactive Investor,Yanjuan Huang,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Managing Member,Vienna Asset Management LLC,jennifer.huang@vamladvisors.com,,Salesforce
11006399,Inactive Investor,Tanner Haessly,Financial Advisor,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,tanner.haessly@thrivent.com,,Salesforce
11010824,Inactive Investor,Peple Burton,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",,,Salesforce
10510255,,Hibre Teklemariam,Partner,Sunstar Strategic,hteklemariam@sunstarstrategic.com,,List Import
11233866,Inactive Investor,Alexander Lashkari,,"MML Investors Services, LLC Costa Mesa CA 3200 Park Center Dr",,,Salesforce
10921998,Inactive Investor,Lee Hayes,,"First Financial Securities of America, Inc. Albuquerque NM 7770 Jefferson St NE",lee.hayes@ffga.com,,Salesforce
10646503,,Bryan White,,,bryan.white@ubs.com,,List Import
10853232,Inactive Investor,John Inman,Portfolio Manager;Registered Principal,"Wells Fargo Advisors Financial Network, LLC Albany GA 613 Pointe North Blvd",john.inman@wfafinet.com,,Salesforce
11094330,Inactive Investor,Matthew Cassin,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10814235,Inactive Investor,John Stamps,,"IFP Securities, LLC",john.stamps@ifpartners.com,,Salesforce
9625263,,Andrew Walter,,,andyjwalter@gmail.com,,List import
11073511,Inactive Investor,Hengameh Mirzai,Financial Advisor,"Wells Fargo Clearing Services, LLC Vienna VA 212 Maple Ave E",hannah.mirzai@wellsfargo.com,,Salesforce
11222886,,Julia Messineo,,,jmessineo@merceradvisors.com,,List Import
11058844,Inactive Investor,Grant Getzoni,,"Next Financial Group, Inc. Buffalo NY 8427 Main St",ggetzoni@nextfinancial.com,,Salesforce
11030356,Inactive Investor,Robert Barmore,Financial Advisor,Edward Jones New Brighton MN Private Residence,bob.barmore@edwardjones.com,,Salesforce
9573826,,Eddie White White,,,edman1226@gmail.com,,List import
11081937,Inactive Investor,Dionne Dean,,PFS Investments Inc. Manassas VA 10515 Battleview Pkwy,ddean@primerica.com,,Salesforce
10776481,Inactive Investor,David Blake,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 7545 Ashworth Rd",david_blake@ml.com,,Salesforce
11153528,Inactive Investor,Steven Gehl,,"Kestra Investment Services, LLC Kalamazoo MI 6100 Stadium Dr",,,Salesforce
11236692,Inactive Investor,Andrew Bennison,Associate Advisor,"JGP Wealth Management, LLC Portland OR 1140 SW Washington St",abennison@jgpwealth.com,,Salesforce
10971743,Inactive Investor,Justin Spaedt,,Fidelity Brokerage Services LLC,,,Salesforce
9560860,,Richard Dennie,,,radennie@ft.newyorklife.com,,List import
9581426,,Sean Lynch,,,seanlynchpin@gmail.com,,List import
10803964,Inactive Investor,Mildred Hayman,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,mildred.hayman@primerica.com,,Salesforce
11092100,Inactive Investor,Diane Nelson,Wealth Management Associate,UBS Financial Services Inc. Vero Beach FL 1701 Florida A1A,diane.nelson@ubs.com,,Salesforce
10571567,,James Lombardo,,,james.lombardo@ampf.com,,Web Form Fillout
9585909,,Daniel Taliedje,,,danialplayer028@gmail.com,,List import
10899282,Inactive Investor,Jose Diaz,,J.P. Morgan Securities LLC Scotch Plains NJ 310 Park Ave,jose.e.diaz@jpmorgan.com,,Salesforce
11189801,Inactive Investor,Janel Kalish,Financial Advisor,Park Avenue Securities LLC Madison WI 8010 Excelsior Dr,,,Salesforce
10808381,Inactive Investor,Deanne Gierke,Financial Advisor,Edward Jones Beulah ND 113 E Main St,deanne.gierke@edwardjones.com,,Salesforce
9604907,,Dennis R,,,dennisr1@gmail.com,,List import
10864409,Inactive Investor,Charles Dugan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,charles.dugan@fmr.com,,Salesforce
9581413,,Urs Vrijhof-Droese,,,uvd@whvp.ch,,List import
11139454,Inactive Investor,Adam Maki,Financial Advisor,"Ameriprise Financial Services, LLC Cook MN 219 S River St",adam.r.maki@ampf.com,,Salesforce
10798011,Inactive Investor,Ryne Otis,Financial Advisor,Edward Jones Marion IN 1301 S Baldwin Ave,ryne.otis@edwardjones.com,,Salesforce
10848284,Inactive Investor,Anthony Romeo,,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,aromeo@gwnsecurities.com,,Salesforce
5258756,,Merku WANG,,,kunkkahk@gmail.com,,Web Form Fillout
11080836,Inactive Investor,Trenton Miller,Financial Advisor,Edward Jones Normal IL 322 Susan Dr,trenton.miller@edwardjones.com,,Salesforce
10856595,Inactive Investor,Lanny Ott,,"St. Bernard Financial Services, Inc. Conway AR 1504 Caldwell St",lott@stbernardfinancial.com,,Salesforce
10982189,Inactive Investor,Bart Cutino,Investment Advisor Representative,ThePARTNERS Wealth Management,bartcutino@thepartnerswm.com,,Salesforce
11121689,Inactive Investor,Karen Wolffis,,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",karen.wolffis@ampf.com,,Salesforce
9553330,,FooF Bar,,,foobar@gmail.com,,List import
9607436,,ROBERT BARRETT,,,info@plasmaguys.com,,List import
11156710,Inactive Investor,Jason Rigdon,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10826506,Inactive Investor,Steven Goldfarb,Assistant Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,sgoldfarb@janney.com,,Salesforce
10901700,Inactive Investor,Kimberly Horstmann,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kimberly.horstmann@ml.com,,Salesforce
10830773,Inactive Investor,Lawrence Mcgowan,Chief Compliance Officer;Chief Executive Officer;President,Arbor Capital Management Corp,ltmcgowan@arborcapitalmgt.com,,Salesforce
10989972,Inactive Investor,Wyatt Fouts,,LPL Financial LLC Hutchinson KS 1632 E 23rd Ave,wyatt.fouts@lpl.com,,Salesforce
11202051,Inactive Investor,James Reardon,Chief Investment Officer,"Proactive Capital Management, Inc.",jim@pcmks.com,,Salesforce
11235274,Inactive Investor,William Carey,Investment Advisor Representative,Prime Capital Financial Pompano Beach FL 2920 NE 22nd Ct,,,Salesforce
11172848,Inactive Investor,Joshua Sienkiewich,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gig Harbor WA 4815 Point Fosdick Dr NW",joshua.sienkiewich@ml.com,,Salesforce
91669,,Sadra Nik,,Iran,isadra68@gmail.com,,
11259921,Inactive Investor,Susan Lee,,"Northwestern Mutual Investment Services, LLC Arlington Heights IL 44 S Vail Ave",susan.lee@nm.com,,Salesforce
10892160,Inactive Investor,David Di Censo,Chief Compliance Officer;Manager,"Green Street Wealth Advisory, LLC",,,Salesforce
10892925,Inactive Investor,Calvin Davis,Investment Advisor Representative,"Norris Financial Group, LLC",calvin@norrisfinancialgroup.com,,Salesforce
9616173,,Zahradnik Natalie,,,natalie.zahradnik@gmail.com,,List import
10836421,Inactive Investor,Curt Kruse,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",curt.kruse@wellsfargoadvisors.com,,Salesforce
11169494,Inactive Investor,Francisco Borja,,J.P. Morgan Securities LLC McKinney TX 5101 S Custer Rd,francisco.borja@jpmorgan.com,,Salesforce
10952287,Inactive Investor,Joseph Ozmer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10999374,Inactive Investor,Jeffrey Jensen,,"Principal Securities, Inc. Norfolk NE 1105 S 13th St",jensen.jeff@principal.com,,Salesforce
9621901,,CR Childress,,,crcjunior@aol.com,,List import
11102532,Inactive Investor,Gloria Wing,Financial Advisor Assistant,LPL Financial LLC Brookfield WI 14000 W North Ave,gloria.wing@lpl.com,,Salesforce
11082114,Inactive Investor,Marie-J Bettis,,"First Citizens Investor Services, Inc. Greenville SC 325 W McBee Ave",jo.bettis@firstcitizens.com,,Salesforce
11136602,Inactive Investor,Phil Schramm,,"Raymond James Financial Services, Inc. Valencia CA 27951 Smyth Dr",,,Salesforce
370634,,Bobby Hernandez,,United States,bobbyjh009@gmail.com,,Salesforce
11117343,Inactive Investor,Thomas Staebler,,NYLIFE Securities LLC Westerville OH 575 Copeland Mill Rd,,,Salesforce
9576751,,Jacques Botha,,,jbotha24@yahoo.com,,List import
9583086,,Brent Anderson,,,brent.anderson@fidelity.com,,List import
6590469,,Israr Ahmed,,,israrahmed10000@gmail.com,,Web form fillout
10878678,Inactive Investor,Coleman Lucas,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",coleman.lucas@ml.com,,Salesforce
11102373,Inactive Investor,John Howell,Investment Advisor Representative,"Royal Fund Management, LLC",,,Salesforce
11013645,Inactive Investor,Timothy Waller,,Kovack Securities Inc. Napoleon OH 115 W Washington St,,,Salesforce
10902360,Inactive Investor,Christopher Kleinhen,Financial Advisor,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,chris.kleinhen@morganstanley.com,,Salesforce
10841904,Inactive Investor,Nicholas DeCenso,,"CapFinancial Securities, LLC.",,,Salesforce
10762961,Inactive Investor,Terri Ferguson,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",terri.ferguson@wellsfargoadvisors.com,,Salesforce
211776,,Marcie Kinzel,Director,GP3,mkrkinzel@gmail.com,,Content
11153272,Inactive Investor,Kevin Hart,,Van Clemens & Co. Incorporated,khart@vanclemens.com,,Salesforce
9578188,,Stephen Cohen,,,scohen@financialguide.com,,List import
10814381,Inactive Investor,John Roe,,Country Capital Management Company Huntley IL 11603 S IL Rte 47,john.roe@countryfinancial.com,,Salesforce
10848122,Inactive Investor,Danny Weeks,,Essex Securities LLC,dweeks@essexsecurities.com,,Salesforce
10506065,,Gary Pollock,reg rep,Parkland Securities,gpollock@parklandrep.com,12538430338,List import
11017306,Inactive Investor,Christopher Schierhorn,Client Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,chris.schierhorn@ubs.com,,Salesforce
10912993,Inactive Investor,John Heitzman,,"Osaic Institutions, Inc. Hudson NY 160 Fairview Ave",jheitzman@infinexgroup.com,,Salesforce
10923850,Inactive Investor,Timothy Goodwin,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,tgoodwin@primerica.com,,Salesforce
10935198,Inactive Investor,Meredith Wade,,XML Securities,mwade@xmlfg.com,,Salesforce
9557919,,Gordon Ball,,,gball1206@yahoo.com,,List import
9608275,,Wing Lau,,,henidt@gmail.com,,List import
10439498,,Linda Zhou,,,linda.zhou@yimiao.sg,,Web Form Fillout
11065732,Inactive Investor,Candice Smith,,Morgan Stanley Atlanta GA 5565 Glenridge Connector,candice.smith@morganstanley.com,,Salesforce
11220438,,Owen Aronson,,,oaronson@ftportfolios.com,,Other
10923607,Inactive Investor,Amanda Cedrone,Financial Advisor,Edward Jones Queensbury NY 88 Glenwood Ave,amanda.cedrone@edwardjones.com,,Salesforce
11053743,Inactive Investor,Michael Lowe,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,mike.lowe.nv0u@statefarm.com,,Salesforce
11111755,Inactive Investor,Sari Keim,Securities Associate,Thrivent Investment Management Inc. Gig Harbor WA 9109 N Harborview Dr,sari.keim@thrivent.com,,Salesforce
10957587,Inactive Investor,Kenneth Goforth,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11187019,Inactive Investor,Margaret Messerli-Trottier,Financial Advisor,LPL Financial LLC Rapid City SD 200 E Main St,maggie.messerli@lpl.com,,Salesforce
10510737,,Sarah Joos,,State Street Global Advisors SPDR,sarah_joos@statestreet.com,,List Import
10967162,Inactive Investor,Megan Hrabe,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,megan.hrabe@fidelity.com,,Salesforce
11096114,Inactive Investor,George Loomis,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,gloomis@focusfinancial.com,,Salesforce
11212822,Inactive Investor,Shawn Kersjes,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 250 Pearl St NW",,,Salesforce
332690,,Kevin Marshall Wagner,,TBD,kevinwagner1980@yahoo.com,kevinwagner1980@yahoo.com,
372526,,Chris Bucio,,United States,chrisbucio5@gmail.com,,Salesforce
9568282,,Stephen Waldych,,,steve.waldych@suntrust.com,,List import
11048879,Inactive Investor,Kaitlyn Mitchell,Investment Analyst,First Affirmative Financial Network LLC,kaitlynmitchell@firstaffirmative.com,,Salesforce
11154502,Inactive Investor,William Bowers,,"The Strategic Financial Alliance, Inc. Raleigh NC 260 W Millbrook Rd",wbowers@thesfa.net,,Salesforce
203431,,Donald White,,[Unknown],dbwhite_2002@cox.net,,Paid Search
230203,, -,,[[Unknown]],walkerworld31@yahoo.com,,
9632983,,Juhi Dhawan,,,jdhawan@wellington.com,,List import
10974579,Inactive Investor,Julia Cummings,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Los Angeles CA 11601 Wilshire Blvd",jcummings@beaconpointe.com,,Salesforce
9620223,,Joe b Black,,,ou@oie.com,,List import
11109714,Inactive Investor,Donald Kuerner,,"Hornor, Townsend & Kent, LLC Erie PA Private Residence",dkuerner@htk.com,,Salesforce
11150659,Inactive Investor,Christian Chasey,Financial Planner,LPL Financial LLC San Diego CA 7676 Hazard Center Dr,christian.chasey@lpl.com,,Salesforce
11111228,Inactive Investor,Tremel Castex,,PFS Investments Inc. New Orleans LA 4714 Earhart Blvd,tcastex@primerica.com,,Salesforce
11067864,Inactive Investor,Jesse Sell,Chief Compliance Officer;Financial Advisor;Managing Principal,"Prevail Financial Partners, LLC",,,Salesforce
333932,,Thomas Vandeville,Director Of The Board,Hsbc Global Asset Management (france),thomas.vandeville@hsbc.fr, -138335,Manual List Upload
11073308,Inactive Investor,Angela Martin,Chief Compliance Officer,"Stephens Group Asset Management, LLC Little Rock AR 100 Morgan Keegan Dr",angie@sgassetmgt.com,,Salesforce
10927354,Inactive Investor,Liam Rabe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11133977,Inactive Investor,Marc Didomenico,,"Equitable Advisors, LLC Irvine CA 2050 Main St",marc.didomenico@equitable.com,,Salesforce
11126337,Inactive Investor,Heidi Rodenbaugh,Chief Compliance Officer,Boardwalk Financial Strategies LLC,heidi@boardwalk-fs.com,,Salesforce
11076479,Inactive Investor,Derek McDermott,Chief Operating Officer,"Financial Partners Group, Inc.",derek@fpgkc.com,,Salesforce
11146010,Inactive Investor,Kimbra Witt,,Country Capital Management Company Tucson AZ 200 W Magee Rd,kimbra.hawkins@countryfinancial.com,,Salesforce
11017578,Inactive Investor,Samuel Arthur,Financial Advisor;Financial Representative;Managing Director;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",sam.arthur@nm.com,,Salesforce
11013689,Inactive Investor,William Bakow,,Chelsea Financial Services,wbakow@chfs.com,,Salesforce
11220976,,Rebecca Jensen,,,rjensen@theapexgroup.biz,,List Import
11037779,Inactive Investor,Jowita Jurkiewicz,Senior Client Associate,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",jowita.jurkiewicz@wellsfargoadvisors.com,,Salesforce
9586186,,Brian O'Neal,,,brian.oneal@suntrust.com,,List import
10920872,Inactive Investor,Michelle Blackman,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10990839,Inactive Investor,Garret Rofheart,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",garret.rofheart@equitable.com,,Salesforce
10619876,,Brian Degrado,,,degrado@lakest.com,,List Import
10696160,,David Tateosian,,JP Morgan,dtateosian@firstrepublic.com,,List Import
346486,,Joshua Davis,"Member, Partner","Stellus Capital Management, Llc",jdavis@stelluscapital.com,713-292-5400,Manual List Upload
11222960,,John Gepfert,,,jgepfert@culpeppergroupllc.com,,List Import
9558848,,Dante Demarco,,,ddemarco@williamblair.com,,List import
232845,, -,,[Unknown],gomzi.gs@gmail.com,,
11218446,,Anabella Camacaro Gomez,,,anabella.camacaro-gomez@jpmorgan.com,,List Import
2594,,Todd Kantor,Managing Member,Encompass Capital Advisors Llc,tkantor@encompasscap.com,1-646-351-8451,Manual List Upload
9588806,,Loree McKinney,,,bigmac367@gmail.com,,List import
10885123,Inactive Investor,Paul Giarratano,,Citigroup Global Markets Inc.,paul.giarratano@citigroup.com,,Salesforce
10912919,Inactive Investor,Jonathan Gallashaw,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Scarsdale NY 880 Central Park Ave",jonathan.gallashaw@schwab.com,,Salesforce
10955004,Inactive Investor,Johnathan Stuvland,,Edward Jones Pendleton OR 304 S Main St,,,Salesforce
11101794,Inactive Investor,Angela Thompson,,PFS Investments Inc. Carrollton GA 522 Newnan St,angelafullerthompson@primerica.com,,Salesforce
9554848,,Anne Hudson,,,anne@cramerandrauchegger.com,,List import
10898990,Inactive Investor,Zahna Kindred,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
235089,, -,,[[Unknown]],nascimentochihale@gmail.com,,
9571432,,Aaron Kaijser,,,akaijser@gmail.com,,List import
9625520,,kwangmin oh,,,kwangmin_oh@naver.com,,List import
10882727,Inactive Investor,Ivan Valadez,Private Client Advisor,J.P. Morgan Securities LLC San Antonio TX 5258 De Zavala Rd,ivan.valadez@jpmorgan.com,,Salesforce
10972409,Inactive Investor,Thomas Dutkiewicz,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,,,Salesforce
9554016,,Russell Newton,,,rnewton@timucuan.com,,List import
10755871,Inactive Investor,Jay Gerrie,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",jay_gerrie@ml.com,,Salesforce
9635898,,Robert Woeber,,,woeber@hunterassociatesinc.com,,List import
10917038,Inactive Investor,Marie Baker,,"Raymond James Financial Services, Inc. Durham NC 2828 Pickett Rd",marie.baker@raymondjames.com,,Salesforce
10778442,Inactive Investor,Matthew Roehr,Chief Compliance Officer;Portfolio Manager;Principal,Northwest Investment Counselors,,,Salesforce
11203252,Inactive Investor,Brandon Parr,Financial Advisor;Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",brandon.parr@rbc.com,,Salesforce
9566594,,pauloalexandreviolante@gmail.com Violante,,,pauloalexandreviolante@gmail.com,,List import
11190304,Inactive Investor,Steve Shelgren,Investment Advisor Representative,Lincoln Investment Renton WA 3900 E Valley Rd,sshelgren@lincolninvestment.com,,Salesforce
219424,,Kirk Keith,,[Unknown],kirx1@aol.com,,Direct
11183331,Inactive Investor,Bruce Peterson,Portfolio Administrator,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 9907 E Bell Rd",bruce.peterson@wfafinet.com,,Salesforce
10803976,Inactive Investor,Arthur Hornak,,Cetera Investment Services LLC South River NJ 6 Jackson St,art.hornak@ceterais.com,,Salesforce
9630986,,Muhammad Uzair Shah,,,uzairshah1540@gmail.com,,List import
11155614,Inactive Investor,John Manni,,"DaVinci Capital Management, Inc. Tewksbury MA Private Residence",jmanni@davinci401k.com,,Salesforce
10943064,Inactive Investor,Brian Snowden,,"Raymond James Financial Services, Inc. Cincinnati OH 225 Pictoria Dr",snowden.brian@raymondjames.com,,Salesforce
10878074,Inactive Investor,Dylan Krieg,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",dylan.krieg@ampf.com,,Salesforce
11130428,Inactive Investor,Roberto Santos,,"Empower Financial Services, Inc Dubuque IA Private Residence",roberto.santos@empower.com,,Salesforce
9583401,,Spencer Whetstone,,,spencerw@sceta.io,,List import
9577933,,Yiying HU,,,maxhu926@outlook.com,,List import
9567448,,Kiil Mailk,,,kiilmailk31034712@gmail.com,,List import
11196059,Inactive Investor,Mallory Armijo,Senior Investment Consultant,"Sageview Advisory Group, LLC",marmijo@sageviewadvisory.com,,Salesforce
334705,,Michael Hemberger,Member,Delta Capital Management Llc,mhemberger@delta-capital.com,212-986-4040,Manual List Upload
9615089,,Juan De la Cruz,,,garcia.jdc@gmail.com,,List import
10916758,Inactive Investor,Johnny Goodhue,Chief Compliance Officer;Chief Executive Officer,"APO Financial Services, LLC",,,Salesforce
11187226,Inactive Investor,Kelsi Lubovich,,State Farm VP Management Corp. Elkhart IN 223 S Main St,kelsicheesewright@statefarm.com,,Salesforce
10758470,Inactive Investor,Lisa Ritzel,Senior Registered Associate,Morgan Stanley Rochester NY 300 Linden Oaks,lisa.m.ritzel@morganstanley.com,,Salesforce
9627313,,arwa simba,,,rissyarwa@gmail.com,,List import
10510518,,KRISTOFFER DOURA,Investment Advisor,1847 Financial,kdoura@1847financial.com,,List Import
10824642,Inactive Investor,Jeffrey Tidwell,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,jrtidwell@janney.com,,Salesforce
227080,, -,,[[Unknown]],lebrocq@gmail.com,,
10870517,Inactive Investor,Nathaniel Dodds,,Money Concepts Capital Corp Bellefontaine OH 145 S Main St,ndodds@moneyconcepts.com,,Salesforce
11161751,Inactive Investor,Caughey Hearn,,State Farm VP Management Corp. Claxton GA 7573 US Hwy 280,,,Salesforce
10962520,Inactive Investor,Eddie Tolbert,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,eddie.tolbert@fmr.com,,Salesforce
10954603,Inactive Investor,Anastasia King,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10618295,,Lawrence Sabatini,,,lawrence.sabatini@ubs.com,,List Import
10923247,Inactive Investor,Steve Schreiber,Financial Advisor,Edward Jones Saint Peters MO 4700 Mexico Rd,stephen.schreiber@edwardjones.com,,Salesforce
9608001,,Ben Lazar,,,brosplit123@outlook.com,,List import
11166564,Inactive Investor,Regina Unger,Financial Advisor,"KCD Financial, Inc. New Waterford OH Private Residence",ginaunger@kcdfinancial.com,,Salesforce
10760867,Inactive Investor,Timothy Moynihan,Executive Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Boston MA 60 State St,tmoynihan@janney.com,,Salesforce
11165633,Inactive Investor,Louise Schatke,,Kovack Securities Inc. Marietta GA Private Residence,louise@kovacksecurities.com,,Salesforce
11157547,Inactive Investor,Lee Alpern,,"Mutual of Omaha Investor Services, Inc. Irvine CA 1 Park Plz",,,Salesforce
9626625,,Duane Parker,,,dpa1024206@aol.com,,List import
10793595,Inactive Investor,Jacqueline Davie,Estate and Succession Planning Specialist,LPL Financial LLC Houston TX 2 Riverway,jacqui.davie@lfg.com,,Salesforce
10782613,Inactive Investor,Joy Doss,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jdoss@tiaa-cref.org,,Salesforce
10909414,Inactive Investor,David Neff,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Portus Capital Management, LLC",davidneff@portuscm.com,,Salesforce
10947381,Inactive Investor,Kristin Menz-Yianni,,CPR Investments Inc Chesterfiled VA Private Residence,kristin.menz@cprinvestmentsinc.com,,Salesforce
10913693,Inactive Investor,Joshua Chase,Financial Advisor,Edward Jones Auburndale FL 110 W Polk St,joshua.chase@edwardjones.com,,Salesforce
339735,,Jonathan Bell,Chief Investment Officer,"Stanhope Capital, Llp",jbell@stanhopecapital.com,442-077-251800,Manual List Upload
10948462,Inactive Investor,Rimal Dalal,Registered Client Service Associate,"Raymond James & Associates, Inc. Kirkland WA 3500 Carillon Pt",rimal.dalal@raymondjames.com,,Salesforce
10892001,Inactive Investor,Scott Bruce,Advisor,"Geneos Wealth Management, Inc. Wexford PA 100 Bradford Rd",,,Salesforce
374246,,Larry Griffin,,[Unknown],lgriffin@huntercapital.com,,Google Natural Search
240650,,Chris Morgan,"VP, Senior Portfolio Manager",Members Trust Company,chris.morgan@memberstrust.com,,Event
10778020,Inactive Investor,Helen Minieri Stacy,Branch Manager;Executive Director;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Southampton NY 8 Main St,helen.minieristacy@ubs.com,,Salesforce
9638634,,Nikki Blevins,,,nblevins@tici.com,,List import
8480443,,Cade Tucker,,TD Ameritrade,cade.tucker@schwab.com,,List Import
153286,,Kendy Wong,,[Unknown],funnidesign@gmail.com,,Organic Search
11039621,Inactive Investor,Fabricio Jimenez,Financial Advisor,"Citizens Securities, Inc. Miami FL 1441 Brickell Ave",fabricio.m.jimenez@citizenssecurities.com,,Salesforce
11071345,Inactive Investor,Nicole Brusher,Financial Consultant;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Panama City FL 2585 Huntcliff Ln",nicole.busher@benjaminfedwards.com,,Salesforce
9568613,,Casey Vaughan,,,cvaughan@ayco.com,,List import
10998467,Inactive Investor,Kervin Simmons,,"Northwestern Mutual Investment Services, LLC College Station TX 1711 Crescent Pointe Pkwy",kervin.simmons@nm.com,,Salesforce
10963728,Inactive Investor,Elissa Schwartz,Financial Planner,Belpointe Asset Management LLC Rochester MA Private Residence,elissa.schwartz@belpointewealth.com,,Salesforce
10770068,Inactive Investor,Rajesh Venkataramani,,Goldman Sachs & Co.,rajesh.venkataramani@gs.com,,Salesforce
10943516,Inactive Investor,Asiya Alikhan,,"Wells Fargo Clearing Services, LLC Las Vegas NV 1900 Village Center Cir",asiya.alikhan@wellsfargo.com,,Salesforce
10891621,Inactive Investor,Juliet Wilkins,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,juliet.wilkins@primerica.com,,Salesforce
9638929,,Jeannie Crone,,,jeannie.crone@providence.org,,List import
10837274,Inactive Investor,David Cox,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",david.e.cox@ampf.com,,Salesforce
9598258,,Grzegorz Debski,,,gdebski@naplesglobaladvisors.com,,List import
10620834,,Andros Garcia,,,andros.garcia@prudential.com,,Web Form Fillout
10950222,Inactive Investor,Galin Vinasco,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
11126230,Inactive Investor,David Ruiz,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,david.x2.ruiz@jpmorgan.com,,Salesforce
9640023,,Andrea Auerbach,,,aauerbach@cambridgeassociates.com,,List import
9577617,,Tony Mckenzie,,,mckenzie.tony@yahoo.com,,List import
10866626,Inactive Investor,Ryan Narasaki,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC El Segundo CA 205 E El Segundo Blvd",ryan.t.narasaki@ampf.com,,Salesforce
9615882,,Vincent Daranyi,,,mail@daranyi.com,,List import
11019487,Inactive Investor,John Pauliny,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Bel Air MD 116 S Hays St,tpauliny@janney.com,,Salesforce
347612,,Ottis Clayton,"Finop, CFO","First Horizon Advisors, Inc",oclayton@occ.treas.gov,180-021-33702,Manual List Upload
10979191,Inactive Investor,Matthew Douce,Financial Planning Specialist,"MML Investors Services, LLC Orlando FL 301 E Pine St",mdouce@financialguide.com,,Salesforce
11118427,Inactive Investor,Raymond Dunlap,,Commonwealth Financial Network Peachtree City GA 1401 Georgian Park,rdunlap@commonwealth.com,,Salesforce
10764824,Inactive Investor,Michael Ross,Owner,"Hornor, Townsend & Kent, LLC Burlington MA 35 Corporate Dr",mross@htk.com,,Salesforce
9609209,,Brian Kaminski,,,bdksag@gmail.com,,List import
10998165,Inactive Investor,Matthew Peterson,,LPL Financial LLC Emmett ID 2005 E Quail Run Rd,,,Salesforce
350329,,Dan Gentzel,Managing Director,"Chatham Investment Advisors, Llc",dgentzel@chathamfinancial.com,610-925-3120,Manual List Upload
10398342,,Alexander Doty,,,dotyacd@aol.com,,Web Form Fillout
9544966,,Cristian Scobiola,,,scobiolacristian@gmail.com,,List import
11056138,Inactive Investor,Marcus Anderson,Financial Consultant,Thrivent Investment Management Inc. Waite Park MN 49 2nd Ave N,marcus.anderson@thrivent.com,,Salesforce
10978700,Inactive Investor,Lilit Avagyan,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",lilit.avagyan@usbank.com,,Salesforce
10902483,Inactive Investor,Nicholas Panaro,,PNC Investments Newport KY 3701 Alexandria Pike,nicholas.panaro@pnc.com,,Salesforce
9553470,,Mark Dalton,,,markwdalton@gmail.com,,List import
9575158,,Christina Mongan,,,ck6775@gmail.com,,List import
10795476,Inactive Investor,Kathleen Jean,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,kathleen.jean@ubs.com,,Salesforce
10606815,,James Daly,"Associate Portfolio Manager, Vice President","Seelaus Asset Management, LLC",jpdaly@seelausam.com,212-935-0755,
9627270,,Dezane Woods,,,info@ebin.pub,,List import
162584,,Francois Cohas,,[Unknown],francois.cohas@gmail.com,,Paid Search
10966115,Inactive Investor,Kristen Mott,Associate Wealth Advisor,Private Wealth Asset Management West Des Moines IA 315 5th St,kristenm@privatewealth.com,,Salesforce
10890562,Inactive Investor,Charles Posey,,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",chip.posey@wellsfargoadvisors.com,,Salesforce
9569537,,James Ziel,,,jziel@massmutual.com,,List import
11089939,Inactive Investor,Camille Kroncke,Director;Wealth Advisor,"Cresset Asset Management, LLC Hopkins MN 701 Carlson Pkwy",,,Salesforce
10786521,Inactive Investor,Brandon Lovell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.lovell@fidelity.com,,Salesforce
371439,,Efrem Grail,,United States,egrail@graillaw.com,,Google Natural Search
9643987,,Vincent Chan,,,vincent.wy.chan@gmail.com,,List import
237248,, -,,[[Unknown]],moore.pointguard@gmail.com,,
10618914,,Patrick McCarthy,,,patrick.c.mccarthy@ms.com,,List Import
11166096,Inactive Investor,Julie Hess,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10933818,Inactive Investor,Benjamin Martin,,"Bessemer Investor Services, Inc. Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10965429,Inactive Investor,Lauren Mireles,Chief Operations Officer,Yeske Buie Inc.,,,Salesforce
206029,,Adam Ackermann,,[Unknown],adam.ackermann9@gmail.com,,
11180042,Inactive Investor,Jeffrey Gaulding,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,jeffrey.gaulding@fidelity.com,,Salesforce
11151286,Inactive Investor,Benjamin Broussard,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",benjamin.broussard@nm.com,,Salesforce
10876191,Inactive Investor,Hugh Stangeland,Financial Advisor,Edward Jones Lake Jackson TX 109 Abner Jackson Pkwy,hugh.stangeland@edwardjones.com,,Salesforce
9580163,,Paul Biggin,,,pbiggin@optonline.net,,List import
10906126,Inactive Investor,Norman Strunk,,"Grove Point Investments, LLC Maple Valley WA Private Residence",nstrunk@hbeckinc.com,,Salesforce
10833027,Inactive Investor,Carolyn Russell,,LPL Financial LLC Buffalo NY 6790 Main St,,,Salesforce
10918083,Inactive Investor,Alejandra Salatino,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,asalatino@lincolninvestment.com,,Salesforce
9613014,,Nathan Gear,,,nathan.j.gear@securitycapital.com,,List import
10879974,Inactive Investor,Byron Phillips,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,byron.phillips@fmr.com,,Salesforce
9558568,,Dede Vede,,,rende@gmail.com,,List import
10800388,Inactive Investor,Scott Mortimer,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",scott.mortimer@wellsfargoadvisors.com,,Salesforce
11205320,Inactive Investor,Samuel Zaidman,Financial Advisor,"MML Investors Services, LLC Brooklyn NY 5914 11th Ave",szaidman@financialguide.com,,Salesforce
11095957,Inactive Investor,Philip DeSantis,Head - Portfolio Management,"Peak American Investment Advisors, Inc.",,,Salesforce
10934847,Inactive Investor,Jake Johnson,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",jake.b.johnson@nm.com,,Salesforce
10898808,Inactive Investor,Micheline Yacoub,,NYLIFE Securities LLC West Roxbury MA 1864 Centre St,myacoub@ft.newyorklife.com,,Salesforce
9635159,,David Wernecke,,,dwernecke@marquetteassociates.com,,List import
10883365,Inactive Investor,Craig McBarnes,,The Wealth Consulting Group,cmcbarnes@wealthcg.com,,Salesforce
11052064,Inactive Investor,Elton Wilcox,Chief Compliance Officer,"Elevated Capital Advisors, LLC",ewilcox@elevatedcapadv.com,,Salesforce
10830233,Inactive Investor,David Bahena,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",david.bahena@ml.com,,Salesforce
10976937,Inactive Investor,Cedric Drui,Managing Director,Neuberger Berman BD LLC,,,Salesforce
11104646,Inactive Investor,Allison Basile,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,allison.basile@fidelity.com,,Salesforce
10802615,Inactive Investor,Jon Harju,,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,jon.harju@ubs.com,,Salesforce
9545751,,Paul Mcken,,,paul@electric-frog.com,,List import
11052937,Inactive Investor,Patrick McCann,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
214048,,Oren Peleg,,[Unknown],peleg@talk21.com,,Content
9587836,,David Lafferty,,,david.lafferty@gmail.com,,List import
11036151,Inactive Investor,Michael Morton,Chief Compliance Officer;Owner,Morton Financial Advice LLC,,,Salesforce
11048878,Inactive Investor,Lemuel Mayberry,Managing Principal,Lemuel James Financial San Antonio TX 8000 IH 10 W,lemuel@lemueljamesfinancial.com,,Salesforce
11031417,Inactive Investor,Vincent Derks,Investment Advisor Representative,INTI LLC,,,Salesforce
10947850,Inactive Investor,Aneta Maksimovic,,"Northern Trust Securities, Inc.",,,Salesforce
10848257,Inactive Investor,Anna Saban,Shareholder,Nicol Advisors Corporation Granite City IL 2 Executive Park,,,Salesforce
226373,, -,,[[Unknown]],nantlsmmk@gmail.com,,Initial Salesforce Import
99529,,john Beck,,self,drjbeck@newwavecomm.net,16188300437,Organic Search
10930123,Inactive Investor,Eric Buescher,,State Farm VP Management Corp. Peoria IL 604 E War Memorial Dr,ericbuescher@statefarm.com,,Salesforce
11030605,Inactive Investor,Maureen Mena,,LPL Financial LLC Tinley Park IL Private Residence,maureen.mena@lpl.com,,Salesforce
9556331,,Donna Elder,,,carltonelder@hotmail.com,,List import
10794618,Inactive Investor,Ronald Zimmerman,Financial Planner;Regulatory Contact;Vice President,Kenneth Frenke & Co Atlanta GA 1870 The Exchange SE,glenn@frenke.com,,Salesforce
9557142,,Tracy Pick,,,tpick@financialguide.com,,List import
11040528,Inactive Investor,Griffin Haviken,Chief Compliance Officer;Managing Member,"Vericrest Private Wealth, LLC",griffin@vericrestprivatewealth.com,,Salesforce
11027563,Inactive Investor,Jared Sadowski,,LPL Financial LLC Reading PA 2 Meridian Blvd,jared.sadowski@lpl.com,,Salesforce
10801709,Inactive Investor,Christiane Olsen,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,christiane.olsen@ubs.com,,Salesforce
9610620,,Rozan Miah,,,dhrubo.artis@gmail.com,,List import
10969120,Inactive Investor,Maria Sardelli,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
9466731,,Matthew Wong,,Matthew Wong,matt.k.wong@gmail.com,,List Import
6457707,,Lui Ghg,,,sds65569@gmail.com,,Web Form Fillout
10992204,Inactive Investor,Melquiadez Sanchez Medina,,PFS Investments Inc. Turlock CA 321 S Thor St,msanchez-medina@primerica.com,,Salesforce
11036332,Inactive Investor,Randall Smith,,NYLIFE Securities LLC Tulsa OK 2431 E 61st St,rsmith14@ft.newyorklife.com,,Salesforce
228880,, -,,[[Unknown]],zoemister@cox.net,,
10903846,Inactive Investor,Johnathan McFadden,,"MML Investors Services, LLC Vacaville CA 78 Cernon St",jwmcfadden@financialguide.com,,Salesforce
11043388,Inactive Investor,Michael Soroudi,Chief Compliance Officer;Compliance Officer;Vice President - Operations,Digital Asset Investment Management,,,Salesforce
349815,,Jeannine Edmonds,Financial Advisor,Iht Wealth Management Llc,jeannine.edmonds@lpl.com,855-295-2828,Manual List Upload
10988054,Inactive Investor,Marla Sayaovang,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9560119,,Blakelock Brown,,,blakebrown129@gmail.com,,List import
11102738,Inactive Investor,Terry Lydecker,,J.P. Morgan Securities LLC Warwick NY 146 US Hwy 94 S,terry.l.lydeckerjr@chase.com,,Salesforce
10974721,Inactive Investor,Tammy Pinette,,PFS Investments Inc. Avondale AZ 1050 N Fairway Dr,tpinette@primerica.com,,Salesforce
10927229,Inactive Investor,Sidney Brown,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11123165,Inactive Investor,Jon Derrick,,"Allstate Financial Services, LLC Fort Worth TX 5000 Overton Plz",jonderrick@allstate.com,,Salesforce
10937341,Inactive Investor,Ronald Hodge,Senior Advisor,"Raymond James & Associates, Inc. Terre Haute IN 7205 S State Road 46",,,Salesforce
10856541,Inactive Investor,Ronald Wilson,Insurance Agent,"Transamerica Financial Advisors, Inc Tucson AZ 2560 E 10th St",ronald.wilson@tfaconnect.com,,Salesforce
11123355,Inactive Investor,Wesley Burke,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",wesley.burke@equitable.com,,Salesforce
9611994,,Damian Misiewicz,,,dmmarin.norge@gmail.com,,List import
10617223,,Peteris Abuls,,,peteris.abuls@raymondjames.com,,List Import
9587641,,Emerson Bel,"President, Treasurer","Dba Fee Only Financial Planning, Inc.",nfoley@driveshack.com,,List import
10646220,,Ken Klein,,,ken.klein@morganstanley.com,,List Import
10898433,Inactive Investor,Ryan Lawson,,Cetera Investment Services LLC New Castle IN 2118 Bundy Ave,,,Salesforce
10935003,Inactive Investor,Jason Cortez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",,,Salesforce
10487657,,Erick Carlos,Wealth Advisor,LPL Financial LLC,erick.carlos@lpl.com,,List Import
10797023,Inactive Investor,Lynn Opp,Vice President - Investments,"Raymond James & Associates, Inc. Walnut Creek CA 2999 Oak Rd",lynn.opp@raymondjames.com,,Salesforce
10804262,Inactive Investor,Rohit Sharma,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",rohit_sharma@ml.com,,Salesforce
10901695,Inactive Investor,Sean Hickey,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",sean.hickey@ml.com,,Salesforce
10986502,Inactive Investor,Brian Hiltner,,"CUSO Financial Services, L.P. Cheyenne WY 6523 Yellowstone Rd",,,Salesforce
9631127,,zhisheng yu,,,550798326@qq.com,,List import
9599114,,Brett Pophal,,,bpophal@wipflifinancial.com,,List import
10998741,Inactive Investor,Carrie Divine,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,carrie.divine.tl6x@statefarm.com,,Salesforce
8481002,,Xiaomei Qian,,morgan stanley,xiaomei.qian@morganstanley.com,,List Import
10895260,Inactive Investor,James O'Donnell,,Cetera Advisor Networks LLC Fairfax VA 9695 Main St,,,Salesforce
11038819,Inactive Investor,Tannisha Brice,,Commonwealth Financial Network,tbrice@commonwealth.com,,Salesforce
11234270,Inactive Investor,Jeffrey Birk,,"CUSO Financial Services, L.P. Austin TX 8303 N Mopac Expy",,,Salesforce
11017465,Inactive Investor,Sean O'Connor,Chief Compliance Officer;Investment Advisor Representative;Managing Member,O'Connor Wealth Planning LLC,,,Salesforce
11129673,Inactive Investor,Kaitlin Stacey,,PNC Investments Pittsburgh PA 249 5th Ave,kaitlin.stacey@pnc.com,,Salesforce
9603377,,Stephen Matlock,,,smaddoggy@aol.com,,List import
10774531,Inactive Investor,Maryann Mulhearn,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",maryann_mulhearn@ml.com,,Salesforce
10585148,Active Investor,Philip Cohen,,Philip Cohen,grabbag@mac.com,9179164512,Salesforce
11074605,Inactive Investor,Jason Davis,,LPL Financial LLC San Marcos CA 978 W San Marcos Blvd,,,Salesforce
11087726,Inactive Investor,Julia Carlson,Wealth Advisor,LPL Financial LLC Newport OR 1007 SW Bayley St,julia.carlson@lpl.com,,Salesforce
118347,,Susan Stein,Member,Disciplined Investment Management Llc,susan@disciplined-investment.com,847-602-6485,Manual List Upload
10952850,Inactive Investor,Bryan Calderon,,J.P. Morgan Securities LLC Parsippany NJ 100 Parsippany Rd,bryan.calderon@jpmorgan.com,,Salesforce
11232778,Inactive Investor,Franklin Bellavia,,"Avantax Investment Services, Inc. Poway CA 12927 Pomerado Rd",,,Salesforce
141773,,joe gualdoni,,jag sales,jagfl@hotmail.com,,
11185324,Inactive Investor,Adam Koch,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",adam.koch@wellsfargoadvisors.com,,Salesforce
1004189,Inactive Investor,Albert Ni,,Albert Ni,albertni@gmail.com,,3rd Party Lead Gen
334540,,Jordan Levy,Partner,"Sandton Capital Partners, Lp",jlevy@sandtoncapital.com,212-444-7200,Manual List Upload
9581873,,James James,,,jamesestate1m@gmail.com,,List import
223695,,Michael Huntsman,,UBS Wealth Management,michael.huntsman@ubs.com,,Event
10970059,Inactive Investor,Nicholas Birkholz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11005492,Inactive Investor,William Mceachern,,"Robinhood Financial, LLC",william.mceachern@robinhood.com,,Salesforce
10888054,Inactive Investor,Patrick Sarate,,Fidelity Brokerage Services LLC,patrick.sarate@fidelity.com,,Salesforce
11028367,Inactive Investor,Carl Phanord,,J.P. Morgan Securities LLC Eureka CA 337 F St,carl.phanord@jpmorgan.com,,Salesforce
11021013,Inactive Investor,Helen Samayoa,,J.P. Morgan Securities LLC Sylmar CA 13750 Foothill Blvd,helen.samayoa@jpmorgan.com,,Salesforce
1750097,,Ange K. T. AHOUNOU,,,dotou2021@gmail.com,,
11207753,Inactive Investor,Jonathan Oakes,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,andy.oakes@ubs.com,,Salesforce
9638796,,Daniel George,,,dan.george@ellwoodassociates.com,,List import
10793816,Inactive Investor,Sanjay Harisingani,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist,Morgan Stanley Garden City NY 1200 Franklin Ave,sanjay.harisingani@morganstanley.com,,Salesforce
10854486,Inactive Investor,Steven Clifford,Owner,"Harvest Advisors, LLC",stevec@sharetheharvest.com,,Salesforce
10822239,Inactive Investor,Michael Magee,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",michael.magee@ml.com,,Salesforce
9622585,,Nafis Abdush-Shakoor,,,cozmickid84@yahoo.com,,List import
11077370,Inactive Investor,She'Reese Loyd,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",,,Salesforce
10877229,Inactive Investor,Michael Antwi-Nsiah,,Citigroup Global Markets Inc.,,,Salesforce
11080241,Inactive Investor,Robert Stephens,Financial Advisor,Edward Jones Elk City OK 2014 W 3rd St,robert.stephens@edwardjones.com,,Salesforce
11209674,Inactive Investor,Kimberly Vesely,Investment Advisor;Representative,FullCircle Wealth LLC,kimberly@fullcircle-wealth.com,,Salesforce
40718,,Robert Klock,Financial Consultant,Thrivent Investment Management Inc.,robert.klock@thrivent.com,,
10987328,Inactive Investor,Philip Corbo,,"Stifel, Nicolaus & Company, Incorporated Baltimore MD 1 South St",,,Salesforce
9596851,,Brian Smith,,,brian@southeastfinancialadvisors.com,,List import
10972046,Inactive Investor,Juan Espitia,,J.P. Morgan Securities LLC Lancaster CA 1140 W Avenue K,juan.x.espitia@chase.com,,Salesforce
335633,,Patricia Button,Secretary,Siler Wealth Management,patty@stockdr.com,407-831-8002,Manual List Upload
11168517,Inactive Investor,Sahak Hancer,,"American Fidelity Securities, Inc.",sahak.hancer@af-group.com,,Salesforce
11116695,Inactive Investor,Sheri Desonia,,Cetera Financial Specialists LLC Worth IL 6844 W 111th St,,,Salesforce
9550188,,Christie Dauzat,,,christiedauzat@gmail.com,,List import
10951256,Inactive Investor,David Kurtz,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",dkurtz@sequoia-financial.com,,Salesforce
141506,,Than Yee Yong,,Nil,yongthanyee@gmail.com,(604) 229-7076,Other
9605370,,William Madeira,,,madeira@penntrust.com,,List import
10993614,Inactive Investor,Bradley Sanborn,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",bradley.sanborn@prudential.com,,Salesforce
10857499,Inactive Investor,David Stockmeier,,"The Ascent Group, LLC",david@tagwm.com,,Salesforce
10868218,Inactive Investor,Barbara Bertrand,Associate Wealth Management Advisor;Chief Operating Officer,"Northwestern Mutual Investment Services, LLC Saratoga Springs NY 3257 Rte 9",barbara.a.bertrand@nm.com,,Salesforce
10364332,,SUMANTH Neelam,,,tekysam@outlook.com,,Web Form Fillout
7516323,,?? ?,,,wuhaibo0706@gmail.com,,Web Form Fillout
10908911,Inactive Investor,Crystal Smithers,,"Level Four Financial, LLC Lake Oswego OR 5200 Meadows Rd",crystal@levelfourfinancial.com,,Salesforce
11104408,Inactive Investor,Derek Blanchard,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",derek.blanchard@nm.com,,Salesforce
9598821,,Lori Pailet,,,loripailet@yahoo.com,,List import
42292,,Scott Iversen,Regional Director,"Frontier Asset Management, LLC",siversen@frontierasset.com,307-673-5675,
11204156,Inactive Investor,John Fondon,,"Farmers Financial Solutions, LLC Denton TX 1710 Westminster St",jfondon@farmersagent.com,,Salesforce
10964425,Inactive Investor,Hiram Hernandez,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
10885760,Inactive Investor,Jeffrey Dunn-Bernstein,Financial Advisor,Financial Advocates Investment Management Oregon City OR 2895 Beavercreek Rd,jdunn-bernstein@financialadvocates.com,,Salesforce
9646710,,Mark Jeffery,,,mark_jeffery@ajg.com,,List import
10998066,Inactive Investor,Maulik Mankad,,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",maulik.mankad@tiaa.org,,Salesforce
11187129,Inactive Investor,Caroline Dorris,,State Farm VP Management Corp. Warrior AL 209 Louisa St,carolinedorris@statefarm.com,,Salesforce
10808903,Inactive Investor,Patricia John,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,pmjohn@rwbaird.com,,Salesforce
342397,,Carrie Hughes,,"Gateway Wealth, Inc.",chughes@fscadvisor.com,330-896-2900,Manual List Upload
9622935,,pc long,,,pc163@pm.me,,List import
10773430,Inactive Investor,Dock Cooper,,PFS Investments Inc. Jackson MS 405 Briarwood Dr,dock.cooper@primerica.com,,Salesforce
10913236,Inactive Investor,Vincent Ameduri,,J.P. Morgan Securities LLC,vincent.ameduri@jpmorgan.com,,Salesforce
11104467,Inactive Investor,Michael Ganter,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",mike.ganter@nm.com,,Salesforce
9583395,,Ann Cianfrone,,,acianfrone@donaldsmithandco.com,,List import
9561414,,Kumar Kota,,,kumarksn@gmail.com,,List import
9560817,,Robert Scott,,,rscott@namcorp.com,,List import
11064093,Inactive Investor,Mikah Lyon,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9590244,,Hanna Zanoni,,,hzanoni@fullerthaler.com,,List import
10769994,Inactive Investor,Mark Beckman,Financial Associate,Thrivent Investment Management Inc. Manchester IA Private Residence,mark.beckman@thrivent.com,,Salesforce
10889820,Inactive Investor,Ronald Gallant,,"Osaic Wealth, Inc. East Hartford CT 95 Leggett St",,,Salesforce
11231073,Inactive Investor,Gurneet Gill,,LPL Financial LLC San Jose CA 50 W San Fernando St,,,Salesforce
11186244,Inactive Investor,David Raml,,State Farm VP Management Corp. Rapid City SD 2130 Jackson Blvd,david.raml.uezf@statefarm.com,,Salesforce
9556858,,Peggy Timm,,,timm.peggy@principal.com,,List import
11031800,Inactive Investor,Adam Paal,,"Raymond James Financial Services, Inc. Green Bay WI 2345 E Mason St",adam.paal@raymondjames.com,,Salesforce
9571247,,Charles Gushee,,,cgushee@kykloscapital.com,,List import
234985,,Armageddon -,,Armageddon [[Unknown]],economaxxxx@gmail.com,,
9570185,,Joseph Monkelien,,,joe.monkelien@kmsfinancial.com,,List import
10926437,Inactive Investor,Vedantkumar Mehta,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
249318,,Caroline Sayers,,FTI Consulting,caroline.sayers@fticonsulting.com,,Manual List Upload
9547077,,BHARAT SHUKLA,,,abdandassociates@gmail.com,,List import
11253982,Inactive Investor,Fagun Mainthia,,J.P. Morgan Securities LLC,,,Salesforce
10781212,Inactive Investor,Candida Weinrick,Senior Registered Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,candida.weinrick@morganstanley.com,,Salesforce
10792615,Inactive Investor,Elizabeth Gunn,,LPL Financial LLC Hicksville NY 102 Duffy Ave,elizabeth.gunn@lpl.com,,Salesforce
11090972,Inactive Investor,Dustin Rief,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,dustin.rief@ubs.com,,Salesforce
11200249,Inactive Investor,Connor Esposito,Financial Services Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",connor.esposito@equitable.com,,Salesforce
9597132,,Micah Brooks,,,micah@financialnwm.com,,List import
10773521,Inactive Investor,Charles Weyandt,Chief Compliance Officer;Chief Operating Officer;Managing Member;Regulatory Contact,"The Welch Group, LLC",greg@welchgroup.com,,Salesforce
11151660,Inactive Investor,Sarah Stammen,Financial Advisor,United Planners' Financial Services of America A Limited Partner Sidney OH 100 S Main Ave,,,Salesforce
11182007,Inactive Investor,Kerysa Coleman,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,klcoleman@ft.newyorklife.com,,Salesforce
10960238,Inactive Investor,Luke Fryer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9616282,,Michael Conway,,,michaelconway7881@yahoo.com,,List import
11052315,Inactive Investor,Elvis Mogrovejo,,J.P. Morgan Securities LLC Wethersfield CT 1151 Silas Deane Hwy,elvis.mogrovejo@jpmorgan.com,,Salesforce
10984397,Inactive Investor,Paula Carmichael,,PFS Investments Inc. Dublin OH 565 Metro Pl S,paula.carmichael@primerica.com,,Salesforce
9637739,,Gavin Cohen,,,gcohen@rockvillemd.gov,,List import
9622024,,Stan Smith,,,ssmith@gmail.com,,List import
10894725,Inactive Investor,Steven Herweyer,Financial Planner,LPL Financial LLC Schenectady NY 242 Union St,steven.herweyer@lpl.com,,Salesforce
11021960,Inactive Investor,Phedre Cadot,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,pcadot@primerica.com,,Salesforce
11141814,Inactive Investor,Jeffery Melemed,Financial Advisor,"Wells Fargo Clearing Services, LLC Encinitas CA 276 N El Camino Real",jeffery.melemed@wellsfargoadvisors.com,,Salesforce
1768124,,Felix Abau,,,aitsifelixabau@gmail.com,,
333925,,Gillis Cashman,Executive Officer,"Tac Partners, Inc.",gcashman@mcpartners.com,617-345-7200,Manual List Upload
11120687,Inactive Investor,Ernesto Paredes,Senior Wealth Advisor,Citigroup Global Markets Inc. Hollywood FL 12240 Pines Blvd,,,Salesforce
11080983,Inactive Investor,William Rotert,Senior Client Associate,UBS Financial Services Inc. Franklin TN 6100 Tower Cir,william.rotert@ubs.com,,Salesforce
5225028,,Bennett Tomlin,,,bennett@protos.com,,Web form fillout
9579823,,Casey Bear,,,cb@cranbrookwealth.com,,List import
11203305,Inactive Investor,Harrinson Agudelo-Rios,Chief Compliance Officer;Managing Member,Finmas Capital LLC,,,Salesforce
10878553,Inactive Investor,Michael Bennett,Financial Advisor,LPL Financial LLC Salt Lake City UT 488 E Winchester St,,,Salesforce
11096354,Inactive Investor,Jayme Sosne,,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",,,Salesforce
10805436,Inactive Investor,Matthew Lucas,,"Grove Point Investments, LLC Bethesda MD 7625 Wisconsin Ave",mlucas@hbeckinc.com,,Salesforce
11105125,Inactive Investor,Christopher Gallagher,Financial Advisor,Edward Jones Wylie TX 303 S Hwy 78,,,Salesforce
11060970,Inactive Investor,I-Jung Hsiao,Member,Halcyon Investment Advisor,,,Salesforce
11005362,Inactive Investor,Arthur Buckner,,State Farm VP Management Corp. Albuquerque NM 9601 Sage Rd SW,,,Salesforce
9575532,,Nihat Kaynak,,,nikaynak@gmail.com,,List import
10910725,Inactive Investor,Donald Savino,,"American Portfolios Financial Services, Inc. Rochester NY 350 Linden Oaks Dr",dsavino@americanportfolios.com,,Salesforce
11098050,Inactive Investor,Mark Weiskind,Chief Compliance Officer;Founding Partner;President;Senior Wealth Manager,Fairway Wealth Management LLC,msw@fairwaywealth.com,,Salesforce
204901,,Brent Kooy,,Private,kooyb@comcast.net,2069203627,
9545781,,Phi Wu,,,pmwu@tuta.io,,List import
9616548,,michael han,,,531637259@qq.com,,List import
10893507,Inactive Investor,Koltyn Schilly,Team Manager,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11022062,Inactive Investor,Eva Jenkins-Lewis,,J.P. Morgan Securities LLC New Albany OH 5455 New Albany Rd W,eva.jenkins-lewis@jpmorgan.com,,Salesforce
11238954,Inactive Investor,Allan Weinstein,,Cai,allan@gainlinecapital.com,,Salesforce
10897791,Inactive Investor,John Robinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9580144,,Stephanie Darling,,,sdarling@bulldoginvestors.com,,List import
10982478,Inactive Investor,Kristina Cantore,,LPL Financial LLC Tucson AZ 4380 N Campbell Ave,kristina.cantore@lpl.com,,Salesforce
11186172,Inactive Investor,Allison Lane,,"Cambridge Investment Research, Inc. Henrico VA 3761 Westerre Pkwy",allison.lane@cambridgesecure.com,,Salesforce
11133062,Inactive Investor,Wendy Maczko,,"Osaic Institutions, Inc. Saint Paul MN 1909 Hwy 36 W",wmiletich@infinexgroup.com,,Salesforce
9592275,,Kevin Wozniak,,,kevin@fountainheadfinancial.us,,List import
10866997,Inactive Investor,Gurdayal Singh,Financial Advisor,FIT Strategic Advisors LLC Chino CA 14726 Ramona Ave,,,Salesforce
10486630,,Eugene Flusche,,Momentum Independent Network Inc.,geneflusche@yahoo.com,,List Import
10998376,Inactive Investor,Andrew Malone,Financial Advisor,Edward Jones Sheffield AL 401 Cox Blvd,drew.malone@edwardjones.com,,Salesforce
9622835,,Amit Anand,,,ameetaanand@gmail.com,,List import
71898,,Irving Chen,Vice President,Fisher Investments,i.chen@fi.com,,
11014594,Inactive Investor,Jennifer Streit,,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",streit.jennifer@principal.com,,Salesforce
9614253,,Todd MacSween,,,todd.macsween@fieldhousecap.com,,List import
10661826,,Brian Gilmartin,,,brianglm@trinityasset.com,,List import
337899,,Molly Bordonaro,Managing Memebr,"Green Cities Investment Management, Llc",molly.bordonaro@gerdingedlen.com,503-299-6000,Manual List Upload
11148146,Inactive Investor,Heidi Magnuson,Senior Relationship Manager,"Wells Fargo Advisors Financial Network, LLC Willmar MN 2800 1st St S",,,Salesforce
9603559,,Hassan Khawaja,,,hassankhawaja1996@gmail.com,,List import
11017325,Inactive Investor,Richard Carter,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 341 Cool Springs Blvd",richard.carter@ml.com,,Salesforce
10961723,Inactive Investor,Erick Rivera,Investment Advisor,Edelman Financial Engines Naperville IL Private Residence,erivera@edelmanfinancialengines.com,,Salesforce
11074663,Inactive Investor,Elizabeth McKinnon,,"Allstate Financial Services, LLC Lawrenceville GA 1450 5 Forks Trickum Rd",elizabethmckinnon@allstate.com,,Salesforce
9565809,,Cynthia Reavis,,,cynthiareavis@financialguide.com,,List import
4258540,,Musa Unlu,,,m_unlu@outlook.com,,Web Form Fillout
10910505,Inactive Investor,Brandi Leal,,"U.S. Bancorp Investments, Inc. Gallatin TN 600 Nashville Pike",,,Salesforce
11200526,Inactive Investor,Michele Walker,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",michele.walker@bernstein.com,,Salesforce
347552,,Olesya Sinitsa,Member,Evergreen Capital Management Llc,osinitsa@gkefund.com,425-467-4600,Manual List Upload
11037996,Inactive Investor,Elizabeth Stromquist,Senior Registered Associate,Morgan Stanley San Francisco CA 555 California St,elizabeth.stromquist@morganstanley.com,,Salesforce
10840018,Inactive Investor,Anthea Maybury,,LPL Financial LLC Santa Rosa CA 3510 Unocal Pl,anthea.maybury@lplfinancial.com,,Salesforce
10644521,,Christopher Olson,,,christopher.w.olson@jpmorgan.com,,List Import
339724,,John Savage,Senior Vice President,Directed Capital Advisors,jsavage@directedcapital.com,727-341-8380,Manual List Upload
11153447,Inactive Investor,Paul Farthing,,"Cambridge Investment Research, Inc. Mishawaka IN 3120 Hickory Rd",,,Salesforce
10800878,Inactive Investor,Heather Huntruddy,,"Wells Fargo Advisors Financial Network, LLC",heather.huntruddy@wellsfargoadvisors.com,,Salesforce
11159504,Inactive Investor,Kevin Kaiser,Senior Investment Advisor,"Sageview Advisory Group, LLC Chicago IL 10 S Riverside Plz",kkaiser@sageviewadvisory.com,,Salesforce
372669,,Anthony Tuffile,,[Unknown],atuffile@gmail.com,,source
10842533,Inactive Investor,Saundra Howard,,Cetera Investment Services LLC Ionia MI 450 S Dexter St,saundra.howard@ceterais.com,,Salesforce
11111632,Inactive Investor,Robert Larkins,,"The Leaders Group, Inc.",,,Salesforce
11229919,Inactive Investor,Steven Minner,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",steven.minner@lfg.com,,Salesforce
11201534,Inactive Investor,Chad Staskal,Chief Executive Officer;Managing Member;Managing Partner;Member;Regulatory Contact,"My Legacy Advisors, LLC",chad@myeaglewealth.com,,Salesforce
11094469,Inactive Investor,Roberta Violet,,"ValMark Securities, Inc.",,,Salesforce
9598483,,David Crawford,,,dcrawford@crawfordinvestment.com,,List Import
10792255,Inactive Investor,Walter Gerber,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",wally.gerber@schwab.com,,Salesforce
11128186,Inactive Investor,Bruce Melling,,Cetera Financial Specialists LLC Twin Lakes WI Private Residence,bruce.melling@ceterafs.com,,Salesforce
11112577,Inactive Investor,Baily Kennedy,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,baily.kennedy@ubs.com,,Salesforce
7575517,,Adimeret Sosa Gomez,,,adiimeretsosagomez@gmail.com,,Web Form Fillout
10994898,Inactive Investor,Rebecca Hill,,Goldman Sachs & Co. Westport CT 55 Greens Farms Rd,,,Salesforce
11074220,Inactive Investor,Thomas Weed,,"Mutual Securities, Inc. Vancouver WA 201 NE Park Plaza Dr",thomas.weed@mutualsecurities.com,,Salesforce
10872078,Inactive Investor,Kyung Kim,,"Pruco Securities, LLC. Fort Lee NJ 400 Kelby St",,,Salesforce
10997569,Inactive Investor,Weston Huber,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",weston@bossretirement.com,,Salesforce
10837571,Inactive Investor,Benedict Schneider,,"Packerland Brokerage Services, Inc. Oshkosh WI 1010 W 20th Ave",ben_schneider_ii@packerlandbrokerage.com,,Salesforce
11200513,Inactive Investor,Samuel Williams,,"Osaic Wealth, Inc. Sylvester GA 105 E Kelly St",,,Salesforce
9578887,,Anne Evert,,,evert.anne@principal.com,,List import
11074039,Inactive Investor,Alethia Dixon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",alethia_dixon@ml.com,,Salesforce
10970164,Inactive Investor,Ryan Shelley,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,,,Salesforce
11086973,Inactive Investor,Timothy Fleming,,"Allstate Financial Services, LLC Saint James NY 419 Rte 25A",timothyfleming@allstate.com,,Salesforce
9609484,,lauren Platt,,,plattnyc@gmail.com,,List import
229113,, -,,[[Unknown]],jimzone3@gmail.com,,
9552929,,Linda -,,,lyndyrealpeople@aol.com,,List import
10969619,Inactive Investor,Ryan Albright,,Vanguard Marketing Corporation,ryan_albright@vanguard.com,,Salesforce
11092891,Inactive Investor,David Kuhn,Senior Financial Advisor,The Huntington Investment Company Mount Vernon OH 901 Coshocton Ave,,,Salesforce
209819,,Matt Shulman,,[Unknown],mattshulman@gmail.com,,Paid Social
10769618,Inactive Investor,Matthew McDowell,Financial Advisor;Vice President,Morgan Stanley Napa CA 700 Main St,matthew.mcdowell@morganstanley.com,,Salesforce
11009805,Inactive Investor,Alexander Lecceardone,,"U.S. Bancorp Investments, Inc. Saint Paul MN 4700 Clark Ave",,,Salesforce
350097,,Ryan Blackburn,"Managing Director, Managing Member",Matter Family Office,rblackburn@matterfamilyoffice.com,,
174455,,Thiago Thouzo,,[Unknown],thiagoprojetosfgv@hotmail.com,,
11091471,Inactive Investor,Dennis Schmidt,Financial Advisor,&Partners Ridgefield CT Private Residence,dennis.schmidt@wellsfargoadvisors.com,,Salesforce
11065145,Inactive Investor,Marat Ioshpa,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10922348,Inactive Investor,Isaac Orth,,"Osaic Wealth, Inc. Billings MT 490 N 31st St",,,Salesforce
2226058,,Rogerio Alejandro Azcárraga Porras,,,alejandroazcarragaporras@gmail.com,,
11109791,Inactive Investor,Douglas Hauser,,"FBL Marketing Services, LLC Kingfisher OK 117 W Sheridan Ave",,,Salesforce
198482,,Tian He,,[Unknown],tianhe@gmail.com,,
11160779,Inactive Investor,Eddie Bailey,Financial Advisor,"Wells Fargo Clearing Services, LLC Durango CO 200 W College Dr",eddie.bailey@wellsfargoadvisors.com,,Salesforce
10967511,Inactive Investor,Max Miller,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",max.miller@northerntrust.com,,Salesforce
9607253,,Andreas Bitschnau,,,andybitschnau@gmail.com,,List import
374552,,James Rooney,President,Avenir Corporation,rooney@avenircorp.com,202-659-4427,Manual List Upload
9623175,,Skylar Romero,,,essenceofluminescence@gmail.com,,List import
11032114,Inactive Investor,Marie McGraw,,"HighTower Securities, LLC Mission KS 1900 Shawnee Mission Pkwy",mmcgraw@hightoweradvisors.com,,Salesforce
10810808,Inactive Investor,Hal Haeker,,NYLIFE Securities LLC Alma NE 719 Main St,hhaeker@ft.newyorklife.com,,Salesforce
10619129,,John Selzer,,,john.selzer@allworthfinancial.com,,List Import
10758371,Inactive Investor,Gregory Debord,,"Raymond James Financial Services, Inc. Chico CA 250 Vallombrosa Ave",greg.debord@raymondjames.com,,Salesforce
9577428,,Multiplica Tus Bitcoin Godoy,,,jgm.real@gmail.com,,List import
10755491,Inactive Investor,Stephen Thompson,Financial Advisor,Edward Jones Cherokee Village AR 1467 Hwy 62/412,steve.thompson@edwardjones.com,,Salesforce
10891771,Inactive Investor,Nazinina Azwoir,Wealth Management Advisor,Wintrust Investments LLC Naples FL 3401 Tamiami Trl N,nazwoir@wintrustwealth.com,,Salesforce
347359,,Susan Woodhouse,Office Manager,"The Financial Advisors, Llc",suew@the-financial-advisors.com,978-475-3242,Manual List Upload
10948916,Inactive Investor,Olga Sulla,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Brooklyn NY 136 Front St,olga.sulla@jpmorgan.com,,Salesforce
11165391,Inactive Investor,Trina Guyton-Dixon,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,tguytondixon@primerica.com,,Salesforce
10939865,Inactive Investor,Robert Elliott,,J.P. Morgan Securities LLC Plano TX 5976 W Parker Rd,robert.x.elliott@chase.com,,Salesforce
10908587,Inactive Investor,John Cvach,,"Osaic Wealth, Inc. Centreville MD 2623 Centreville Rd",,,Salesforce
10696394,,Katrina Jackson,,Nationwide,katrina.kelley95@yahoo.com,,List Import
9541432,,Peter Anderson,,,peter.anderson@bostonadvisors.com,,List import
11179425,Inactive Investor,Jennifer Matter,,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",,,Salesforce
11165782,Inactive Investor,Nicholas Sotirakopulos,Financial Advisor,"Wells Fargo Clearing Services, LLC Brevard NC 114 Asheville Hwy",nicholas.sotirakopulos@wellsfargo.com,,Salesforce
11056415,Inactive Investor,Kerry Molder,Financial Advisor,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,kerry.molder@morganstanley.com,,Salesforce
11114110,Inactive Investor,Michael Farnsworth,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11002594,Inactive Investor,Heidi Hansen,Investment Advisor Representative,"Osaic Wealth, Inc. Juneau AK 130 Seward St",,,Salesforce
4253536,,Dobleh A,,,carlyblue@putrajayabaya.skom.id,,Web Form Fillout
9586631,,Ronald Doyle,,,rdoyle@meadowbrook-advisors.com,,List import
10864999,Inactive Investor,Eddie Perez,,"Equitable Advisors, LLC Hormigueros PR 510 State Road 2",eddie.rodriguez-perez@equitable.com,,Salesforce
10795279,Inactive Investor,Christopher Selke,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Greenwich CT 137 W Putnam Ave",christopher.selke@wellsfargo.com,,Salesforce
11007916,Inactive Investor,Anne Mccaffrey,,The Huntington Investment Company Columbus OH 4661 Reed Rd,anne.mccaffrey@huntington.com,,Salesforce
10827642,Inactive Investor,Lisa Ball,Senior Client Associate;Senior Financial Associate,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",lisa.ball@rbc.com,,Salesforce
10510604,,Mike Cronan,President,ETF Insight,mike.cronan@etfinsight.net,,List Import
11127372,Inactive Investor,Ronald Henderson,,"Farmers Financial Solutions, LLC Palm Desert CA 73185 Hwy 111",rhenderson@farmersagent.com,,Salesforce
9585359,,radmehr Haddad,,,radmehr072@gmail.com,,List import
241291,Inactive Investor,John Reichard,,Liberty Mutual Insurance,john.reichard@lmi.com,(617) 357-9500,Database Upload
10606490,,Sean Kennedy,Division Business Manager,Rockefeller Financial LLC,skennedy@rockco.com,212-549-5440,
10925187,Inactive Investor,Justin Oyer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9615138,,Prasanna Karthik Vivekanandan,,,vpkarthik97@gmail.com,,List import
10487888,,Richard Childs,Wealth Advisor,"Raymond James Financial Services Advisors, Inc",rich.childs@raymondjames.com,,List Import
189534,,Brooke Bowerman,"Advisor, Financial Consultant","Royal Alliance Associates, Inc.",bbowerman@royalaa.com,888-729-3638,
345356,,June STOYER,Executive Producer,CleanEnergyView.com,press@cleanenergyview.com,,
10817536,Inactive Investor,Sherri Davoren,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",sherri.davoren@schwab.com,,Salesforce
9588915,,Andrew Schenker,,,aschenker@heritageinvestors.com,,List import
11082979,Inactive Investor,Mark Vesely,,Commonwealth Financial Network Poughkeepsie NY 70 Dutchess Landing Rd,,,Salesforce
10889360,Inactive Investor,Bastanial Elleston,,PFS Investments Inc. Rockville Centre NY 450 Sunrise Hwy,bastanial.elleston@primerica.com,,Salesforce
11147815,Inactive Investor,Carrie Catapano,,"Wells Fargo Clearing Services, LLC Atlanta GA 6300 Roswell Rd",,,Salesforce
10769707,Inactive Investor,Tiffany Leavitt,,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",tiffany.leavitt@rbc.com,,Salesforce
11056204,Inactive Investor,Anthony Soeira,,LPL Financial LLC Cliffside Park NJ 680 Anderson Ave,anthony.soeira@lpl.com,,Salesforce
11181025,Inactive Investor,Rebecca Timmerman,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Salem IL 217 W Main St",becky.timmerman@benjaminfedwards.com,,Salesforce
9547483,,Stephen Lilly,,,srlilly0109@email.campbell.edu,,List import
11149847,Inactive Investor,Stephen Murphy,,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,,,Salesforce
10835249,Inactive Investor,Michael Marinaro,Financial Advisor,Edward Jones Henderson NV 1770 W Horizon Ridge Pkwy,michael.marinaro@edwardjones.com,,Salesforce
6362006,,????????? ????,,,bdallymhsan58@gmail.com,,Web Form Fillout
11233288,Inactive Investor,Lizet Medina,,J.P. Morgan Securities LLC Palmdale CA 1261 W Rancho Vista Blvd,,,Salesforce
11153884,Inactive Investor,Jacob Pottschmidt,Wealth Advisor,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jacob.j.pottschmidt@jpmorgan.com,,Salesforce
223685,,Jay Clinkinbeard,,[Unknown],jcgb4u@aol.com,,Direct
11297114,Inactive Investor,Michael	Derins Derins,Board Advisor,RiversEdge Advisors,mderins@riversedgeadvisors.com,302-573-6864,Salesforce
11188963,Inactive Investor,Anne Hale,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",anne_hale@ml.com,,Salesforce
10782069,Inactive Investor,Jonathan Wade,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",jonathan.wade@wellsfargoadvisors.com,,Salesforce
11184165,Inactive Investor,David Ebner,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",david_ebner@ml.com,,Salesforce
11086448,Inactive Investor,Theresa Stautner,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,tmstautner@ft.newyorklife.com,,Salesforce
11005790,Inactive Investor,Rachel Machin,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,,,Salesforce
11097089,Inactive Investor,William Rabbitt,Chief Operations Officer;Partner,"CFS Financial, LLC",,,Salesforce
10830396,Inactive Investor,Nicole Haines,Chief Compliance Officer;President,WealthMD Corporation,nicole@wealthmd.net,,Salesforce
11188764,Inactive Investor,Robert Smith,Financial Advisor;Financial Planning Specialist;First Vice President;Senior Vice President,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,robert.c.smith@morganstanley.com,,Salesforce
227824,, -,,[[Unknown]],houbaolin666@gmail.com,,
10908297,Inactive Investor,Jessica Hernandez,,State Farm VP Management Corp. Richardson TX 1415 State St,jessicahernandez@statefarm.com,,Salesforce
10816467,Inactive Investor,Ricardo Brenner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",ricardo.brenner@ml.com,,Salesforce
11186419,Inactive Investor,Steven Palazzolo,,Goldman Sachs & Co. Troy MI 1301 W Long Lake Rd,,,Salesforce
9562124,,Udi Katzir,,,udi.katzir@webappsinc.com,,List import
11018985,Inactive Investor,Scott Mullen,,"W&S Brokerage Services, Inc. Hermitage PA 157 N Hermitage Rd",,,Salesforce
10614109,,Alison McGowan,Financial Advisor,,alison.mcgowan@wellsfargoadvisors.com,,List Import
215548,,Terry Quigley,,N/A,terry.quigley@talktalk.net,,
11095977,Inactive Investor,Michael Olson,National Sales Director,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,michael.olson@primerica.com,,Salesforce
10904233,Inactive Investor,Ana Duran,,PFS Investments Inc. Glendale AZ 8751 N 51st Ave,ana.duran@primerica.com,,Salesforce
151877,,Chase Greenberg,,[Unknown],chasegreenberg98@gmail.com,,
11114309,Inactive Investor,Eric Pascarella,,Cetera Advisors LLC Parsippany NJ 50 Parsippany Rd,eric.pascarella@ceteraadvisors.com,,Salesforce
10857235,Inactive Investor,Tracy Shen,Chief Compliance Officer;Founder;Managing Member;Managing Partner,"Florin Group, LLC",tracy@floringroup.com,,Salesforce
10697278,,Ruby Bravo,,,ruby@northcarolinacleaner.com,,Web Form Fillout
11112775,Inactive Investor,Roshanak Farahani,,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
9578043,,David O'Neil,,,dgoneil@gmail.com,,List import
9631361,,Brian London,,,brianlouislondon@gmail.com,,List import
11042063,Inactive Investor,Bao-Ngoc Nguyen,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
9632094,,Dylan Keiger,,,dylanbkeiger@gmail.com,,List import
9582951,,Cherrell Trotter,,,cherrell.trotter@fidelity.com,,List import
9553796,,Maureen Huttel,,,maureen.huttel@lfg.com,,List import
10885926,Inactive Investor,Jeffrey Nichols,,J.P. Morgan Securities LLC Stuart FL 5955 Se Federal Hwy,jeffrey.m.nichols@chase.com,,Salesforce
9630358,,Ben Hudson,,,cryptoglaze@gmail.com,,List import
11008137,Inactive Investor,Tate Hartman,Financial Advisor,"Midwestern Securities Trading Company, LLC Springfield IL 610 E Saint Joseph St",,,Salesforce
10925068,Inactive Investor,Jason Lamendola,Financial Planner,"Osaic Wealth, Inc. Allentown PA 7540 Windsor Dr",,,Salesforce
11074519,Inactive Investor,Matthew Jablonski,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",matthew.jablonski@nm.com,,Salesforce
11036017,Inactive Investor,Brian Fraser,Private Client Banker;Vice President,J.P. Morgan Securities LLC New York NY 1860 Broadway,brian.t.fraser@chase.com,,Salesforce
10765544,Inactive Investor,Karen Haid,,"Raymond James & Associates, Inc. Jacksonville FL 9822 Tapestry Park Cir",karen.brown@raymondjames.com,,Salesforce
10837478,Inactive Investor,Mark Standring,Branch Manager;Financial Advisor;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Mount Laurel NJ 307 Fellowship Rd",mark.standring@wfafinet.com,,Salesforce
10843111,Inactive Investor,Micah Nathan,,"Wells Fargo Advisors Financial Network, LLC Highland Park IL 1849 Green Bay Rd",micah.nathan@wellsfargoadvisors.com,,Salesforce
9640308,,James Failor,,,jim.failor@sonoma-county.org,,List import
11034426,Inactive Investor,Charles Belk,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,andy.belk@edwardjones.com,,Salesforce
11103086,Inactive Investor,Leata Plummer,,"Crews & Associates, Inc.",lplummer@crewsfs.com,,Salesforce
11015410,Inactive Investor,Gail Barnes,,"Avantax Investment Services, Inc. Indianapolis IN 8935 N Meridian St",,,Salesforce
10656148,,Jerome Sweeney,,,jay.sweeney@53.com,,List import
11051450,Inactive Investor,George Murphy,,"Wells Fargo Advisors Financial Network, LLC Westport CT 285 Riverside Ave",george.murphy@wellsfargoadvisors.com,,Salesforce
11171334,Inactive Investor,Chadi Mneiny,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,chadi_mneiny@vanguard.com,,Salesforce
11196188,Inactive Investor,Michael Gatewood,Managing Director;Market Head,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,michael.gatewood@ubs.com,,Salesforce
10921446,Inactive Investor,Randall Richter,,GWN Securities Inc.,rrichter@gwnsecurities.com,,Salesforce
11053094,Inactive Investor,Amir Jon Eskandari,,J.P. Morgan Securities LLC Los Angeles CA 6120 W 3rd St,amir-jon.eskandari@jpmorgan.com,,Salesforce
10905309,Inactive Investor,Dana Kilborne,Chief Executive Officer;Director;President,Cypress Capital Group,dana.kilborne@cypresscapitalgroup.com,,Salesforce
11133914,Inactive Investor,John Maloney,Investment Advisor,Fisher Investments,,,Salesforce
9611803,,DAVID RYAN,,,david.ryan@setanta-asset.com,,List import
11115913,Inactive Investor,Reid Hamblet,Financial Advisor,"MML Investors Services, LLC Winlock WA 705 NW Kerron St",,,Salesforce
9541374,,Fireflies.ai Notetaker,,,fred@fireflies.ai,,List import
10932657,Inactive Investor,Pablo Salazar,,"Allstate Financial Services, LLC El Paso TX 6633 N Mesa St",psalazar@allstate.com,,Salesforce
9568785,,Constantinos Carlis,,,constantinos.carlis@gmail.com,,List import
11005287,Inactive Investor,Asa Hodrick,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",asa.hodrick@nm.com,,Salesforce
10861511,Inactive Investor,William Roebken,Financial Advisor,LPL Financial LLC Denton TX 1100 Durango Cir,william.roebken@lpl.com,,Salesforce
10938480,Inactive Investor,Jordan Fohey,Associate;Financial Advisor,Edward Jones Hannibal MO 3652A Stardust Dr,jordan.fohey@edwardjones.com,,Salesforce
10858702,Inactive Investor,Christopher Michalman,Advisor,Integrated Wealth Concepts LLC Glastonbury CT 115 Glastonbury Blvd,chris.michalman@ifpadvisor.com,,Salesforce
9598141,,CLARA -,,,clarascoutmary@gmail.com,,List import
10966853,Inactive Investor,Vladislav Avdeyuk,,LPL Financial LLC Granite Bay CA 5955 Granite Lake Dr,vladislav.avdeyuk@lpl.com,,Salesforce
10947757,Inactive Investor,Chirag Patel,,"Transamerica Financial Advisors, Inc Peachtree Corners GA 275 Scientific Dr",chirag.patel@tfaconnect.com,,Salesforce
9544812,,Simon Goulden,,,simongoulden1@gmail.com,,List import
11127458,Inactive Investor,Mark Bennett,,"Osaic Wealth, Inc. Easley SC 116 Kay Dr",,,Salesforce
11189696,Inactive Investor,Rajender Guduru,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",,,Salesforce
10879881,Inactive Investor,Andrew Miller,Partner;Wealth Manager,Creative Planning Muncie IN 3000 W White River Blvd,andrew.miller@creativeplanning.com,,Salesforce
11182217,Inactive Investor,Christopher Trim,Financial Advisor;First Vice President,Morgan Stanley Boston MA 28 State St,christopher.trim@morganstanley.com,,Salesforce
11222915,,Aaron Dues,,,aaron.dues@marinerwealthadvisors.com,,List Import
11204689,Inactive Investor,Wendy Wright,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",,,Salesforce
2046851,,Thawisin Thapchai,,,visitnows@gmail.com,,
11173625,Inactive Investor,Anthony Langello,Financial Advisor,"Ameriprise Financial Services, LLC Severna Park MD 877 Baltimore Annapolis Blvd",anthony.p.langello@ampf.com,,Salesforce
248206,,Denis Theriault,Application administrator,TBS,denis-theriault@sympatico.ca,,Manual List Upload
10876465,Inactive Investor,Gregory Gregory,,"HighTower Securities, LLC Aurora IL 201 N Constitution Dr",grgregory@hightoweradvisors.com,,Salesforce
10755960,Inactive Investor,Clark Giles,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",clark.giles@ml.com,,Salesforce
10973539,Inactive Investor,James Horney,,J.P. Morgan Securities LLC Westlake Village CA 1014 S Westlake Blvd,james.horney@jpmorgan.com,,Salesforce
10832542,Inactive Investor,Bryan Yeager,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Las Vegas NV 10845 Griffith Peak Dr",bryan.yeager@ampf.com,,Salesforce
10915725,Inactive Investor,Akshay Rao,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10403784,,Terrence Chang,,,terrence1023@yahoo.com.tw,,Web form fillout
11207726,Inactive Investor,Kiara Thompson,Client Associate,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
11147604,Inactive Investor,Ryan Mooney,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",rmooney@saybruspartners.com,,Salesforce
217779,,Jules Terrien,,[Unknown],julesterrien@gmail.com,,
11158029,Inactive Investor,Max Obenberger,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9641648,,Warut Tunwaruckit,,,wtunwaruckit@gmail.com,,List import
10619847,,Bruce Weininger,,,bweininger@kovitz.com,,List Import
11219366,,Wayne Wilbanks,,,wayne.wilbanks@wstam.com,,Other
11000880,Inactive Investor,Dennis Rodgers,Wealth Relationship Officer,HSBC Securities (USA) Inc. Scarsdale NY 901 Central Park Ave,,,Salesforce
10648189,,William Van Keulen,,,bill@carnick.com,,List Import
10793968,Inactive Investor,Melissa Scott,,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",melissa.scott@wellsfargoadvisors.com,,Salesforce
10901731,Inactive Investor,Elliott Ashe,,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",,,Salesforce
11074028,Inactive Investor,Dianne Rastelli,,Jefferies LLC,drastelli@jefferies.com,,Salesforce
9544463,,Rajesh Pandey,,,r8400110011@gmail.com,,List import
10920571,Inactive Investor,Jeffrey Stevens,Financial Advisor,LPL Financial LLC Wilmington NC 3819 Park Ave,jeffrey.stevens@lpl.com,,Salesforce
10937359,Inactive Investor,Mike Zhao,,"Farmers Financial Solutions, LLC Campbell CA 1566 La Pradera Dr",mzhao@farmersagent.com,,Salesforce
9594337,,Harry Dalessio,,,hdalessio@prudential.com,,List import
9618715,,Jason Moscowitz,,,jason.moscowitz@surveyor-capital.com,,List import
9466616,,Anders Hansen,,Anders Hansen,anders@hanseninvestmentgroup.com,,Organic Search
10900242,Inactive Investor,William Garrett,,Citigroup Global Markets Inc.,,,Salesforce
11002375,Inactive Investor,Kellen Larsen,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",kellen.larsen@nm.com,,Salesforce
10862705,Inactive Investor,Brian Hale,Financial Advisor,LPL Financial LLC Dana Point CA 24632 San Juan Ave,b.hale@lpl.com,,Salesforce
10803496,Inactive Investor,Tyler Vallano,Financial Advisor,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,tvallano@rwbaird.com,,Salesforce
11079556,Inactive Investor,Bernice Murff,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",bmurff@truist.com,,Salesforce
11034459,Inactive Investor,Todd Hall,,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",,,Salesforce
9603255,,Jason Benbasset,,,benbasset@gmail.com,,List import
1926356,,Tester Tester,,,test12@test.com,,
9603567,,Lilly Tsambalieros-Hinton,,,lillyt-hinton@rogers.com,,List import
10959154,Inactive Investor,Vincent Ruzek,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,vincent.ruzek@fmr.com,,Salesforce
10807729,Inactive Investor,Scott Mann,Associate Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 5438 N Hamilton Rd",scott_mann@ml.com,,Salesforce
9642317,,Jeff Hale,,,jeff.hale.atl@gmail.com,,List import
10956727,Inactive Investor,David Hardman,,Fidelity Brokerage Services LLC,,,Salesforce
10920760,Inactive Investor,Charles Estes,Chief Compliance Officer;Managing Member;President,Better Things Financial Partners LLC,,,Salesforce
11171321,Inactive Investor,Matthew Benchener,,Vanguard Marketing Corporation,matthew_benchener@vanguard.com,,Salesforce
11008903,Inactive Investor,Samuel Hielsberg,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",,,Salesforce
10947150,Inactive Investor,Benjamin Foster,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,benjamin.foster@fidelity.com,,Salesforce
11082840,Inactive Investor,Lauren Ireland,,"Bankers Life Securities, Inc. Phoenix AZ 11811 N Tatum Blvd",lauren.ireland@bankerslife.com,,Salesforce
11177445,Inactive Investor,Joseph Strack,Financial Advisor,LPL Financial LLC Fishers IN 7150 E 116th St,joseph.strack@lpl.com,,Salesforce
11043340,Inactive Investor,Thomas Heinonen,,"Farmers Financial Solutions, LLC Long Lake MN 1935 W Wayzata Blvd",theinonen@farmersagent.com,,Salesforce
11059606,Inactive Investor,Kevin Cimina,,Vanguard Marketing Corporation,kevin_cimina@vanguard.com,,Salesforce
11097865,Inactive Investor,Christopher Allen,Chief Technology Officer,"Plenty Financial RIA, LLC",,,Salesforce
9573404,,Daniel Gopen,,,dgopen@nationalsecurities.com,,List import
11230053,Inactive Investor,Mark Zapotosky,Retirement Consultant,"Voya Financial Advisors, Inc. Saint Petersburg FL Private Residence",,,Salesforce
11103022,Inactive Investor,Douglas Smith,Financial Advisor,Edward Jones Waynesboro PA 20 E 6th St,,,Salesforce
10913428,Inactive Investor,Alexander Graham,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
5758629,,Carlton Smith,,,telide3602@randrai.com,,Web Form Fillout
11194965,Inactive Investor,Evan List,,"Sanford C. Bernstein & Co., LLC",evan.list@bernstein.com,,Salesforce
10792091,Inactive Investor,Bryanne Kramer,Paraplanner,"Ameriprise Financial Services, LLC Dearborn MI 835 Mason St",bryanne.m.taylor@ampf.com,,Salesforce
10776692,Inactive Investor,Christopher Rogers,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",christopher.rogers@raymondjames.com,,Salesforce
9608476,,j d,,,j@d.com,,List import
10767383,Inactive Investor,Richard Stager,,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,richard.stager@ubs.com,,Salesforce
9554469,,Warren Lee,,,warren.lee3@voyafa.com,,List import
11144184,Inactive Investor,Shari Lyle,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",sllyle@firsthorizon.com,,Salesforce
9544248,,Vincent Kalbach,,,vince.kalbach@cambridgeresource.com,,List import
11113700,Inactive Investor,Shakeel Khatri,,"Farmers Financial Solutions, LLC Richmond TX 301 S 9th St",skhatri@farmersagent.com,,Salesforce
10965616,Inactive Investor,Madysn Tusick,Paraplanner,"Ameriprise Financial Services, LLC Pittsburgh PA 5500 Corporate Dr",madysn.1.tusick@ampf.com,,Salesforce
1005536,Inactive Investor,Brett Messing,President & Chief Operating Officer,Brett Messing,bmessing@skybridge.com,3106330770,Paid Search
11174762,Inactive Investor,Robert Smith,Financial Advisor,Edward Jones Covington LA 820 E Boston St,robert.smith@edwardjones.com,,Salesforce
11112707,Inactive Investor,Dominic Marsico,,Cetera Advisor Networks LLC Media PA 200 E State St,,,Salesforce
10960485,Inactive Investor,Carrie Roberts,Preferred Relationship Manager,"Fifth Third Securities, Inc. Holland MI 12443 Riley St",carrie.roberts@53.com,,Salesforce
9584724,,Péter Schneider,,,psch_hu@yahoo.com,,List import
10946650,Inactive Investor,Eric Sporing,,LPL Financial LLC Blue Springs MO 1200 NW South Outer Rd,eric.sporing@lpl.com,,Salesforce
11165900,Inactive Investor,Alexander Cantu,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,acantu.2fxfr@primerica.com,,Salesforce
186526,,Maksym Maksymiuk,,[Unknown],myhome.pl73@gmail.com,,source
10916694,Inactive Investor,Caleb Hulsey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10612290,,Henry Scheuer,"Financial Advisor, Senior Director - Investments",,henry.scheuer@opco.com,,List Import
10955886,Inactive Investor,Nicholas Duckworth,,J.P. Morgan Securities LLC Altamonte Springs FL 971 N State Road 434,nicholas.duckworth@chase.com,,Salesforce
10889165,Inactive Investor,Erin Rathman,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,erin.rathman@fidelity.com,,Salesforce
341948,,Alfred Chianese,General Counsel,Raine Capital Llc,achianese@raine.com,212-603-5500,Manual List Upload
10997358,Inactive Investor,John Asaam,,J.P. Morgan Securities LLC Arlington VA 710 12th St S,,,Salesforce
10924125,,Sydney Liberman,,,sydney@grayscale.com,,List Import
9587000,,Jarrod Haynes,,,jarrod.haynes@voyafa.com,,List import
11228828,Inactive Investor,Daniel Meraz,,J.P. Morgan Securities LLC Pacoima CA 9745 Laurel Canyon Blvd,daniel.meraz@jpmorgan.com,,Salesforce
10964475,Inactive Investor,Massouda Fakhri,,"Wells Fargo Clearing Services, LLC Livermore CA 4495 1st St",,,Salesforce
10774078,Inactive Investor,William McConnell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
11116286,Inactive Investor,Luke Tewes,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",luke.tewes@nm.com,,Salesforce
11075557,Inactive Investor,Todd Replogle,,"KCD Financial, Inc.",,,Salesforce
9636887,,Joseph Hurley,,,joseph@chirhollc.com,,List import
11108690,Inactive Investor,Matthew Vigh,,Citigroup Global Markets Inc.,,,Salesforce
9541408,,greg agulto,,,greeve08@gmail.com,,List import
10978771,Inactive Investor,Alejandro Noa,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,alejandro.noa@citi.com,,Salesforce
10884971,Inactive Investor,Rodger Jackson,Financial Advisor,Edward Jones Arlington TX 1281 W Green Oaks Blvd,rodger.jackson@edwardjones.com,,Salesforce
11168957,Inactive Investor,Wesley Anderson,,"Farmers Financial Solutions, LLC Torrington WY 1906 Main St",wanderson1@farmersagent.com,,Salesforce
10954638,Inactive Investor,David Miller,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",david.miller@northerntrust.com,,Salesforce
10895392,Inactive Investor,Zachary Seabolt,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 7840 Roswell Rd",zachary.seabolt@ampf.com,,Salesforce
10812005,Inactive Investor,Stephen Scherbenske,,General Securities Corp,steve@generalsecuritiesusa.com,,Salesforce
10793839,Inactive Investor,Heidi Gemuenden,Financial Advisor,Edward Jones Marine on Saint Croix MN 41 Judd St,heidi.gemuenden@edwardjones.com,,Salesforce
10943671,Inactive Investor,Mark McHenry,,LPL Financial LLC Delaware OH Private Residence,,,Salesforce
11017717,Inactive Investor,Caroline Knox,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",marcy.knox@nm.com,,Salesforce
11065826,Inactive Investor,Thomas Davenport,Chief Investment Officer;Shareholder,Preisz Financial,tom@preisz.com,,Salesforce
9619843,,Art Wo,,,tagiy31328@laklica.com,,List import
10964988,Inactive Investor,Olga Alexander,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 1370 Fordham Dr",olga.alexander@ml.com,,Salesforce
11060224,Inactive Investor,Frank Margiotto,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,frank.margiotto@fidelity.com,,Salesforce
9549158,,Joseph Ballantyne,,,jballan321@gmail.com,,List import
9584036,,Lee Eudy,,,l.eudy@bostonstandardwealth.com,,List import
10783418,Inactive Investor,Melisa Bahmanyar,Financial Consultant;Vice President,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,melisa.bahmanyar@us.hsbc.com,,Salesforce
11061047,Inactive Investor,Kevin Young,Financial Advisor,Edward Jones Owensboro KY 1605 Scherm Rd,kevin.young@edwardjones.com,,Salesforce
10928731,Inactive Investor,Luis Tavarez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",ltavarez@ml.com,,Salesforce
11169820,Inactive Investor,Ronald Gallagher,Senior Financial Advisor;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",ronald.gallagher@ml.com,,Salesforce
10974558,Inactive Investor,Ormailda Male,,Santander Securities LLC Worcester MA 655 Park Ave,ormailda.male@santander.us,,Salesforce
10479582,,KENNETH JONES,,,canwetalktoday777@gmail.com,,Web Form Fillout
186513,,Joan Solotar,Senior Managing Director,Blackstone,solotar@blackstone.com,212-583-5068,
9549652,,Aaron Shapiro,,,aaron.shapiro@lsvfinancial.com,,List import
11103733,Inactive Investor,Steven Lewis,,"First Command Brokerage Services, Inc. Arlington VA 241 18th St S",salewis@firstcommand.com,,Salesforce
10755785,Inactive Investor,Marissa Dabbraccio,Client Service Associate,Morgan Stanley Melville NY 58 S Service Rd,marissa.dabbraccio@morganstanley.com,,Salesforce
11236270,Inactive Investor,Richard Foster,Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
9606491,,Lili Ocampp,,,liliocampo024@gmail.com,,List import
9645710,,John Yourek,,,johnyourek@yahoo.com,,List import
9616233,,Fabrice Joseph,,,fjoseph@positivly.com,,List import
9619902,,Vitaly Bokser,,,vitalyemail@gmail.com,,List import
223241,,Manthan Sheth,Portfolio Manager,Clermont Capital,manthan.sheth@gmail.com,,
10809779,Inactive Investor,Jeffrey Gross,Chief Compliance Officer;Managing Member;President,"1-800-401k Plan.Com, LLC Pennington NJ 106 W Franklin Ave",,,Salesforce
10803300,Inactive Investor,Brian Rosenbaum,,"Kestra Investment Services, LLC Lutherville Timonium MD 2330 W Joppa Rd",,,Salesforce
11055522,Inactive Investor,James Oliver,,"Wells Fargo Clearing Services, LLC Fairfield CT 2115 Black Rock Tpke",,,Salesforce
9623333,,Kimyung Song,,,songkimyung@gmail.com,,List import
10914845,Inactive Investor,Paul Moskal,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
342742,,Jennifer Woskobnick,"Manager, Board Of Managers",Pnc Capital Advisors Llc,jennifer.woskobnick@pnc.com,410-237-5309,Manual List Upload
9575635,,paolo brich,,,paolobrich@gmail.com,,List import
57943,,Chris Knabe,Financial Advisor,"CUSO Financial Services, L.P.",chris.knabe@cusonet.com,817-882-0793,
9566324,,Rose Thompson,,,rthompson@commonscapitaladvisors.com,,List import
10828112,Inactive Investor,Paul Toomey,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",paul.toomey@wellsfargoadvisors.com,,Salesforce
10842945,Inactive Investor,Paul Durso,President;Regulatory Contact,Insight Folios,paul@insightfolios.com,,Salesforce
11187296,Inactive Investor,Chloe Alexander,,"UMB Financial Services, Inc.",,,Salesforce
9541971,,chanwoo kang,,,rkdcksdns@icloud.com,,List import
10875393,Inactive Investor,Russell Almstrom,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Concord MA 52 Main St",russell.almstrom@ml.com,,Salesforce
10615291,,Thomas Carey,"Financial Advisor, Senior Portfolio Manager",,thomas.carey@morganstanley.com,,List Import
9565739,,miguel robalo,,,miguel.vicente.robalo@gmail.com,,List import
9580834,,Andrew Litzerman,,,alitzerman@seascape-capital.com,,List import
9540674,,Mike Stritch,,,michael.stritch@harrismycfo.com,,List Import
11114251,Inactive Investor,Jacoba Winkleman,,"TastyTrade, Inc.",,,Salesforce
10616443,,Jane Doyle,,,jane.doyle@opco.com,,List Import
10874689,Inactive Investor,Bona Sun,,"Buckman, Buckman & Reid, Inc.",bsun@buckmanbuckman.com,,Salesforce
11108084,Inactive Investor,Ken Fukushima,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",ken_p_fukushima@ml.com,,Salesforce
11144131,Inactive Investor,Mary Swenson,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",maryswenson@financialguide.com,,Salesforce
10941014,Inactive Investor,Michael Whitener,,"Woodmen Financial Services, Inc.",mbwhitener@woodmen.org,,Salesforce
11154214,Inactive Investor,Jonathan Woods,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
205743,,Raymond Buser,,[Unknown],rayb7046@aol.com,,
9578590,,Lowell Thomas,,,lowell@sscainvest.com,,List import
10780718,Inactive Investor,Daniel Suckert,Financial Advisor,Edward Jones Fargo ND 4040 42nd St S,dan.suckert@edwardjones.com,,Salesforce
11174880,Inactive Investor,Saraiy Acosta Meza,,Thrivent Investment Management Inc. Houston TX 5600 NW Central Dr,,,Salesforce
226671,, -,,[[Unknown]],deumah2002@gimal.com,,Initial Salesforce Import
4349023,,Youngji Kim,,,Youngji.Kim79@gmail.com,01071217071,Web form fillout
11147951,Inactive Investor,Gary Perrault,,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,gary.perrault@ubs.com,,Salesforce
10757445,Inactive Investor,Johnny Dunn,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 2660 Eastchase Ln",dunnj@stifel.com,,Salesforce
118564,,Andrew Richardt,"Vice President - Financial Planning, Vice President - Wealth Management","Thompson Wealth Management, Ltd.",andy@twmltd.com,978-287-5151,
10797824,Inactive Investor,James Diemer,Financial Advisor,"MML Investors Services, LLC Savannah GA 11705 Mercy Blvd",jdiemer@financialguide.com,,Salesforce
9624302,,douglas hansen,,,caltex58@yahoo.com,,List import
11036009,Inactive Investor,Ruihan Chen,,J.P. Morgan Securities LLC Cupertino CA 20576 Homestead Rd,ruihan.r.chen@chase.com,,Salesforce
11104751,Inactive Investor,Nicola Saner,,"Raymond James & Associates, Inc.",nicola.saner@raymondjames.com,,Salesforce
11068968,Inactive Investor,Sunny Susanto,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
11030573,Inactive Investor,Reymund Martinez,,J.P. Morgan Securities LLC San Bernardino CA 959 Kendall Dr,reymund.martinez@jpmorgan.com,,Salesforce
11192799,Inactive Investor,Kimmy Le,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",kimmy.le@tfaconnect.com,,Salesforce
11102489,Inactive Investor,Gary Hayworth,Financial Advisor,LPL Financial LLC Bethany OK 6500 NW 39th Expy,gary.hayworth@lpl.com,,Salesforce
11203230,Inactive Investor,Alexander Smith,Wealth Advisor,"Cresset Asset Management, LLC San Francisco CA 101 California St",asmith@cressetcapital.com,,Salesforce
10647969,,Steven Rodny,,,steven.rodny@fidelity.com,,List Import
198473,,Guillermo Cervantes,,CERVAPRI,glezgc@gmail.com,5.2331E+11,Content
10840491,Inactive Investor,Terry Dickman,Regional Vice President,PFS Investments Inc. La Crosse WI 2519 South Ave,terry.dickman@primerica.com,,Salesforce
11158300,Inactive Investor,Robert Malenfant,Executive Director;Family Wealth Director;Financial Advisor,Morgan Stanley Boston MA 28 State St,robert.malenfant@morganstanley.com,,Salesforce
10870478,Inactive Investor,Robert Jennings,,Cetera Investment Services LLC Checotah OK 300 W Gentry Ave,robert.jennings@ceterais.com,,Salesforce
11011947,Inactive Investor,Alex McCormick,,"Ameriprise Financial Services, LLC Salem OR 465 Division St NE",alex.mccormick@ampf.com,,Salesforce
333620,,Aaron Langston,,Mercer Global Advisors Inc.,alangston@merceradvisors.com,(415) 980-0320,
10969056,Inactive Investor,Jeffry Cole,Chief Compliance Officer;Regulatory Contact;Wealth and Tax Advisor,Team Wealth & Tax Advisors,,,Salesforce
10975450,Inactive Investor,Jeremy Ramsey,Private Client Advisor,J.P. Morgan Securities LLC Fort Mitchell KY 735 Buttermilk Pike,jeremy.ramsey@jpmorgan.com,,Salesforce
10844132,Inactive Investor,Randy Brunson,Chief Compliance Officer;Founder;President;Shareholder,"Centurion Advisory Group, Inc",rbrunson@centurionag.com,,Salesforce
147619,,Harry Fraser,,[Unknown],fraser.h.c.53@gmail.com,,
11134033,Inactive Investor,Peter Arnold,Financial Advisor,Edward Jones Port Orange FL 4550 Clyde Morris Blvd,peter.arnold2@edwardjones.com,,Salesforce
11141582,Inactive Investor,James Spindler,Chief Compliance Officer,Summit Investment Advisory Group LLC,jspindler@siagusa.com,,Salesforce
11142470,Inactive Investor,Jenny Huang,,"Charles Schwab & Co., Inc.",jenny.huang@schwab.com,,Salesforce
10773124,Inactive Investor,Duane Nicolau,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,duane.nicolau@ubs.com,,Salesforce
10991867,Inactive Investor,Wayne Scott,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,wscott@primerica.com,,Salesforce
11051174,Inactive Investor,Zachary Wimmer,Financial Advisor,Edward Jones Rocky Mount VA 1035 Franklin St,,,Salesforce
10950675,Inactive Investor,Tyler Keenan,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",tyler.c.keenan@nm.com,,Salesforce
10946486,Inactive Investor,Phillip Coad,Financial Counselor,"Vermillion Financial Advisors, Inc.",pcoad@vermillionfinancial.com,,Salesforce
11169843,Inactive Investor,Justin Rice,,"Raymond James Financial Services, Inc. Ann Arbor MI 315 E Eisenhower Pkwy",justin.rice@raymondjames.com,,Salesforce
10885258,Inactive Investor,Brion Walters,,"Portfolio Medics, LLC",bwalters@portfoliomedics.com,,Salesforce
10833569,Inactive Investor,Thomas Higgins,Financial Advisor,LPL Financial LLC Pearland TX Private Residence,tom.higgins@lpl.com,,Salesforce
10785553,Inactive Investor,Joseph Pelchar,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joseph.pelchar@fidelity.com,,Salesforce
11008459,Inactive Investor,Sheri Nordman,,LPL Financial LLC Jacksonville Beach FL 1692 Penman Rd,sheri.nordman@lpl.com,,Salesforce
11197792,Inactive Investor,Megan Bianca,Chief Compliance Officer;Controller,"Double Eagle Family Offices, LLC",,,Salesforce
9613972,,Vincent Khoo,,,vincentkhoo1118@gmail.com,,List import
333034,,Renee Cuchetti,,Cpr Investments Inc,renee.cuchetti@cprinvestmentsinc.com,,
10998747,Inactive Investor,Teig Hauer,Financial Professional,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",thauer@financialguide.com,,Salesforce
9591804,,Daniel Brock,,,dansigchatt@gmail.com,,List import
10945310,Inactive Investor,Zachary Zwick,Associate Financial Planner,"Three Bearings Fiduciary Advisors, Inc.",,,Salesforce
10825369,Inactive Investor,Robert Kalman,Founder;Member;Regulatory Contact;Senior Portfolio Manager,Miramar Capital,bk@miramarcap.com,,Salesforce
9586064,,James Mersereau,,,jwm@carderockcapital.com,,List Import
11229948,Inactive Investor,Nathanael Petersen,,"Northwestern Mutual Investment Services, LLC Missoula MT 3819 Stephens Ave",nate.petersen@nm.com,,Salesforce
11006415,Inactive Investor,Brendan Russo,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",brendan.russo@equitable.com,,Salesforce
219337,,Niken Larasati,,[Unknown],nikennlarasati11@gmail.com,,Direct
10879152,Inactive Investor,Matt Bucher,Financial Advisor,Edward Jones Saint Louis MO 9054 Watson Rd,matt.bucher@edwardjones.com,,Salesforce
10879171,Inactive Investor,Jose Solis Vega,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 20 Greenway Plz",,,Salesforce
8307893,,TERESA PINION,,,tapfinance@sbcglobal.net,,Web Form Fillout
11124979,Inactive Investor,Mark Smith,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",mark.c.smith@wellsfargoadvisors.com,,Salesforce
11153295,Inactive Investor,Joseph Sunseri,Financial Advisor,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",,,Salesforce
10914928,Inactive Investor,Randall Hubschmidt,Managing Partner,"Fortis Advisors, LLC",rhubschmidt@fortisfamilyoffice.com,,Salesforce
10973468,Inactive Investor,Jessica Rogers,,J.P. Morgan Securities LLC Bakersfield CA 1515 17th St,jessica.rogers@jpmorgan.com,,Salesforce
9593132,,Brian Lazek,,,bornag1010@gmail.com,,List import
10879904,Inactive Investor,Angela Lau,Wealth Relationship Manager,Citigroup Global Markets Inc. Palo Alto CA 535 Cowper St,angela.on.kei.lau@citi.com,,Salesforce
10957173,Inactive Investor,Stanley Dayan,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",stanley.dayan@nm.com,,Salesforce
11077105,Inactive Investor,Richard Kilroy,Financial Advisor,"Raymond James & Associates, Inc. Clarksburg MD Private Residence",richard.kilroy@raymondjames.com,,Salesforce
11193767,Inactive Investor,Isabella Whaley,Financial Advisor,"Ameriprise Financial Services, LLC Bradenton FL 1111 3rd Ave W",isabella.whaley@ampf.com,,Salesforce
9640988,,Kevin Schwartz,,,kschwartz89@gmail.com,,List import
11022367,Inactive Investor,Terrill Jannsen,,"Avantax Investment Services, Inc. Waukesha WI Private Residence",,,Salesforce
9619158,,Craig Magher,,,cmagher@gstrategies.com,,List import
10815625,Inactive Investor,Joseph Monahan,Managing Partner;Owner;Partner;Portfolio Manager;Research Analyst,"Conestoga Capital Advisors, LLC",jmonahan@conestogacapital.com,,Salesforce
11119940,Inactive Investor,David Jackson,Financial Advisor,LPL Financial LLC Mission KS 1900 W 47th Pl,david.j.jackson@lpl.com,,Salesforce
11080936,Inactive Investor,Craig Pretzinger,,"Allstate Financial Services, LLC Tucson AZ 258 E River Rd",craigpretzinger@allstate.com,,Salesforce
9619543,,Drew Caplin,,,drewzer4455@gmail.com,,List import
11232047,Inactive Investor,Trenton Baldwin,,"W&S Brokerage Services, Inc. San Diego CA 15373 Innovation Dr",,,Salesforce
10962186,Inactive Investor,Wing Yip,,Park Avenue Securities LLC Flushing NY 13620 38th Ave,,,Salesforce
10897471,Inactive Investor,Robert Novotny,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",robert.novotny@nm.com,,Salesforce
9556847,,sonic shih,,,proerror@gmail.com,,List import
11007040,Inactive Investor,Robert Sharpe,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,robert.sharpe@primerica.com,,Salesforce
11192319,Inactive Investor,Jonathan Blumenthal,Managing Member,"Quotient Wealth Partners, LLC",jonathan.blumenthal@quotientwealth.com,,Salesforce
11045602,Inactive Investor,Thomas Dunn,,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",thomas.dunn@prudential.com,,Salesforce
11197146,Inactive Investor,Matthew Westhoff,Chief Executive Officer;Financial Planner;Principal,"MBM Wealth Consultants, LLC",mattw@mbmwealth.com,,Salesforce
11212659,Inactive Investor,Brian Sachs,General Partner;Principal,Edward Jones Mesa AZ Private Residence,brian.sachs@edwardjones.com,,Salesforce
10836106,Inactive Investor,Jonathan Magana,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",jonathan.magana@ml.com,,Salesforce
10927161,Inactive Investor,Richard Carey,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",richardcarey@financialguide.com,,Salesforce
285,,,,,mwalsh@teksavvy.com,,
11019632,Inactive Investor,John Petrizzi,Financial Professional,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",john.petrizzi@prudential.com,,Salesforce
10754770,Inactive Investor,Robert Krenz,,"Raymond James Financial Services, Inc. Akron OH 350 Springside Dr",robert.krenz@raymondjames.com,,Salesforce
10883932,Inactive Investor,Todd Cottingham,Financial Advisor,Commonwealth Financial Network Exton PA 110 John Robert Thomas Dr,tcottingham@commonwealth.com,,Salesforce
11145383,Inactive Investor,Harrison Cross,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",,,Salesforce
10869449,Inactive Investor,Anna Rifkin,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,anna.rifkin@fmr.com,,Salesforce
11077241,Inactive Investor,Margaret Hunter,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
10944473,Inactive Investor,Kathleen Natal,,Commonwealth Financial Network Findlay OH 336 S Main St,knatal@commonwealth.com,,Salesforce
9638863,,Gregg Widelski,,,gregg.widelski@hiscox.com,,List import
11048820,Inactive Investor,Adam Schwallier,Chief Compliance Officer;Financial Advisor;Managing Member;President,Schwallier Wealth Management,adam@swmadvisor.com,,Salesforce
11213223,Inactive Investor,Craig Babineaux,,"Avantax Investment Services, Inc. Lafayette LA 2000 Kaliste Saloom Rd",,,Salesforce
10962658,Inactive Investor,Nicole Smith,,LPL Financial LLC Littleton CO 3939 E Arapahoe Rd,nicole.smith@lpl.com,,Salesforce
10752349,Inactive Investor,Andrea Dellisanti,,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",andrea.dellisanti@rbc.com,,Salesforce
10486500,,Thomas Zanovich,,"MML Investors Services, LLC",tzanovich@financialguide.com,,List Import
9542366,,Xiaofan Pan,,,xiaofanpan@yahoo.com,,List import
11035746,Inactive Investor,Elizabeth Duggan,Senior Client Specialist,Robert W. Baird & Co. Incorporated Cedar Rapids IA 200 5th Ave SE,bduggan@rwbaird.com,,Salesforce
11006792,Inactive Investor,Vivian Aguero,,"M Holdings Securities, Inc. Miami FL 2600 S Douglas Rd",,,Salesforce
11103303,Inactive Investor,Bruce Greening,Financial Advisor;Wealth Consultant,LPL Financial LLC Troy MI 2050 Livernois Rd,bruce.greening@lpl.com,,Salesforce
345938,,Stephen Kovach,Limited Partner & Chief Operating Officer,"Vine Investment Advisors, Lp",stephen.a.kovach@vai-llc.com,917-512-7049,Manual List Upload
9602910,,Michalle Grady,,,jammaal1996@yahoo.com,,List import
10782001,Inactive Investor,Nathan Campbell,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,nathan.campbell@fidelity.com,,Salesforce
9559284,,Travis Boyer,,,tboyer@parsecfinancial.com,,List import
10661352,,Daniel Gross,,,dgross@strategiccap.net,,List Import
10775138,Inactive Investor,Jenna Diehl,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",jenna.diehl@ml.com,,Salesforce
10795310,Inactive Investor,Brent Breshears,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,sbreshears@dadco.com,,Salesforce
11025397,Inactive Investor,Rand Putterman,,"Ameriprise Financial Services, LLC Grand Rapids MI 99 Monroe Ave NW",rand.putterman@ampf.com,,Salesforce
11032494,Inactive Investor,John Laaker,Financial Advisor,Edward Jones Saint Louis MO 333 S Kirkwood Rd,john.laaker@edwardjones.com,,Salesforce
10951954,Inactive Investor,Katherine Drew,,"Osaic FA, Inc. Kirkland WA 826 6th St S",,,Salesforce
148248,,Steven Hildreth,,[Unknown],srhildreth@gmail.com,,
11096130,Inactive Investor,Frederick Gray,,"Independent Financial Group, LLC Midland MI Private Residence",fgray@ifgrr.com,,Salesforce
11233220,Inactive Investor,Joseph Kim,,Oppenheimer & Co. Inc. Baltimore MD 100 International Dr,,,Salesforce
9555044,,Morgan Jones,,,morgan@union-park.com,,List import
9627262,,Vinay Prakash,,,vprakash1537@gmail.com,,List import
11119546,Inactive Investor,Parker Stanza,,"Wells Fargo Clearing Services, LLC",parker.stanza@wfadvisors.com,,Salesforce
10995812,Inactive Investor,Xiaoxi Zhang,,J.P. Morgan Securities LLC Mission Viejo CA 23992 Alicia Pkwy,xiaoxi.zhang@jpmorgan.com,,Salesforce
11011488,Inactive Investor,John Demarco,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 100 N 18th St",john.demarco@nm.com,,Salesforce
11072732,Inactive Investor,Miguel Fernandez,Senior Wealth Advisor,Citigroup Global Markets Inc. Ridgewood NJ 28 E Ridgewood Ave,miguel.e.fernandez@citi.com,,Salesforce
11191856,Inactive Investor,Bruno Zinn,Analyst - Investments;Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",bruno.zinn@ml.com,,Salesforce
9574676,,James Egan,,,james.egan@53.com,,List import
10902168,Inactive Investor,Edward Droesch,Relationship Manager;Vice President,Neuberger Berman BD LLC,edward.droesch@nb.com,,Salesforce
9586193,,Jerry Dempsey,,,jerry.dempsey@dempseyi.com,,List import
11209888,Inactive Investor,Kenneth Lee,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",kenneth.e.lee@ampf.com,,Salesforce
9605274,,Austin Parks,,,irisroslynn15@gmail.com,,List import
11019124,Inactive Investor,Xin He,,Key Investment Services LLC Portland OR 4600 SE Woodstock Blvd,xin.he@key.com,,Salesforce
10785936,Inactive Investor,Justin Gillham,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",justin_gillham@ml.com,,Salesforce
9549089,,Margaret Jones,,,mjones@taconiccap.com,,List import
9608360,,S Randorf,,,randorf001@yahoo.com,,List import
10898577,Inactive Investor,Trenton Werth,,"Allstate Financial Services, LLC Longview TX 2010 Gilmer Rd",trentonwerth@allstate.com,,Salesforce
10847465,Inactive Investor,James Sawdon,Owner,Walter Keenan Wealth Management,jsawdon@walterandkeenan.com,,Salesforce
9556472,,john park,,,currencyplay@gmail.com,,List import
10768808,Inactive Investor,David Harris,Complex Business Development Manager;Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
5425440,,Suleyman Bozdemir,,,suleymanbozdemir00@gmail.com, +905309011050,Web Form Fillout
11046744,Inactive Investor,James Bockstahler,Complex Risk Officer,Morgan Stanley West Hartford CT 433 S Main St,james.bockstahler@morganstanley.com,,Salesforce
11140452,Inactive Investor,Jaakko Kasko,,Commonwealth Financial Network Portage MI 1624 W Centre Ave,jkasko@commonwealth.com,,Salesforce
201617,,Willem Alexander van Duijvenbode,,[Unknown],alex.vanduijvenbode@ziggo.nl,,
10794606,Inactive Investor,Gary Wayne,,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",gary.wayne@wellsfargoadvisors.com,,Salesforce
11005229,Inactive Investor,Jerel Negron,Associate,Morgan Stanley,jerel.negron@morganstanley.com,,Salesforce
11163533,Inactive Investor,Jesse Rankins,,"Osaic FA, Inc. Gastonia NC Private Residence",jesse.rankins@lfg.com,,Salesforce
10810742,Inactive Investor,Kevin Yu,Analyst;Family Wealth Director;Financial Advisor;First Vice President;International Client Advisor;Senior Portfolio Manager;Work,Morgan Stanley Pasadena CA 55 S Lake Ave,kevin.c.yu@morganstanley.com,,Salesforce
11255118,Inactive Investor,Meagan Mackinnon,,"Nvest Financial, LLC",meagan@nvestfinancial.com,,Salesforce
11234690,Inactive Investor,Frank Pietroski,Director;Investment Advisor,"Advisor's Capital Investments Inc, Hanover MA 155 Webster St",,,Salesforce
11142407,Inactive Investor,Karen Horton,Financial Advisor,"Pruco Securities, LLC. Columbia SC 5111 Trenholm Rd",karen.horton@prudential.com,,Salesforce
10766032,Inactive Investor,Carlos Flores Jimenez,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
11118381,Inactive Investor,Lisa Zambrano,,"Empower Financial Services, Inc Holyoke MA Private Residence",lisa.zambrano@empower.com,,Salesforce
10915639,Inactive Investor,Steven Strader,,"Raymond James Financial Services, Inc. Lees Summit MO 600 SW Jefferson St",steven.strader@raymondjames.com,,Salesforce
246313,,Not Provided,editor-translator,revizion.net,jess.rj@gmail.com,,Manual List Upload
10657347,,Douglas Secord,,,doug.secord@raymondjames.com,,List Import
11079727,Inactive Investor,Grant Kendall,Financial Advisor,Edward Jones Salem OR 1750 Liberty St SE,grant.kendall@edwardjones.com,,Salesforce
11140929,Inactive Investor,Samantha Hendricks,Financial Advisor,Edward Jones Allen TX 780 N Watters Rd,samantha.hendricks@edwardjones.com,,Salesforce
10816982,Inactive Investor,David Perry,Financial Advisor,"Wells Fargo Clearing Services, LLC North Platte NE 319 E Francis St",david.perry@wellsfargoadvisors.com,,Salesforce
10845619,Inactive Investor,Richard Liess,,Sigma Financial Corporation Overland Park KS 11020 King St,rliess@sigmarep.com,,Salesforce
10752594,Inactive Investor,Trent Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",trent.l.davis@wellsfargo.com,,Salesforce
10772050,Inactive Investor,Kate Haisch,Financial Advisor,Edward Jones Cary NC Private Residence,kate.haisch@edwardjones.com,,Salesforce
9571261,,Pongpat Sensouphone,,,sabaidee24@gmail.com,,List import
10928767,Inactive Investor,Richard Heim,,"Fenimore Securities, Inc.",,,Salesforce
226100,, -,,[[Unknown]],wolsefer@newsguy.com,,Initial Salesforce Import
10656975,,Mark Rizzo,,,mark.rizzo@nm.com,,List Import
10915080,Inactive Investor,Samuel Hansen,,Fidelity Brokerage Services LLC,,,Salesforce
10864070,Inactive Investor,Sandra O'Reilly,Regional Leader,PFS Investments Inc. Brighton CO 29 N Main St,sandra.oreilly@primerica.com,,Salesforce
10827123,Inactive Investor,Jason Duelm,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",jasonduelm@financialguide.com,,Salesforce
9605841,,Gustaf Samuelsson,,,gfsn@hotmail.com,,List import
11160768,Inactive Investor,Sharilynn Gates,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",sharilynn.theriault@wellsfargoadvisors.com,,Salesforce
9631085,,m m,,,merlermatteo@gmail.com,,List import
9550193,,William Steiner,,,wsteiner@iconiqcapital.com,,List import
11074218,Inactive Investor,James Hopper,Financial Consultant,Money Concepts Capital Corp Fishers IN 10515 Muir Ln,,,Salesforce
11232075,Inactive Investor,Logan Cope,,"W&S Brokerage Services, Inc. Kingsport TN 300 Professional Park Dr",,,Salesforce
222331,,Terrence Lynch,,[Unknown],lyncht276@gmail.com,,Direct
10786536,Inactive Investor,Anna Abma,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyckoff NJ 339 Franklin Ave",anna.abma@ml.com,,Salesforce
10925368,Inactive Investor,Darren Turner,Investment Advisor Representative,"Jaffe Tilchin Investment Partners, LLC",drturner@jaffetilchin.com,,Salesforce
4768579,,Osagie Henry Akhigbe,,,bestmanosagie22@gmail.com,,Web Form Fillout
11012472,Inactive Investor,Hilary Williams,,"Allstate Financial Services, LLC Richardson TX 1475 Richardson Dr",hilarywilliams@allstate.com,,Salesforce
9580060,,Robert Swanson,,,rswanson@ridgewoodenergy.com,,List import
11235373,Inactive Investor,Aaron Kolich,Financial Advisor,Prime Capital Financial,akolich@pciawealth.com,,Salesforce
10777982,Inactive Investor,Rees Mason,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",rees.mason@ml.com,,Salesforce
9639980,,James Bachmeier,,,bachmeij@gvsu.edu,,List import
10791985,Inactive Investor,Renee Kwok,Chief Executive Officer;President,TFC Financial Management Inc,rkwok@tfcfinancial.com,,Salesforce
11167916,Inactive Investor,James West,Senior Vice President - Wealth Management,UBS Financial Services Inc. College Station TX 175 Century Square Dr,james.west@ubs.com,,Salesforce
10648430,,Jon Oling,,,jon.oling@fmr.com,,List Import
11034508,Inactive Investor,Todd Stepniewski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Jericho NY 500 N Broadway",todd.m.stepniewski@ampf.com,,Salesforce
1004171,Inactive Investor,Marina Kudrevskaya,,Marina Kudrevskaya,marina@cryptolab.capital,,3rd Party Lead Gen
11222242,,Kendra Baranko,,,kbaranko@wealthenhancement.com,,List Import
9560132,,Christopher Maggard,,,chris.maggard@53.com,,List import
10976467,Inactive Investor,Matthew Steffeck,Compliance Analyst,Thrivent Investment Management Inc.,matthew.steffeck@thrivent.com,,Salesforce
11031159,Inactive Investor,Melissa Starr,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,"Corundum Group, Inc.",melissa.starr@centralbancorp.com,,Salesforce
10941970,Inactive Investor,Saidi Isaac,,NYLIFE Securities LLC Dublin OH 5455 Rings Rd,siisaac@ft.newyorklife.com,,Salesforce
9577583,,Enrique Dufour,,,enriquedufour@gmail.com,,List import
10824625,Inactive Investor,Erin McCarthy,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",erin.mccarthy@ml.com,,Salesforce
11118300,Inactive Investor,Gentaro Saito,Branch Manager;Director,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",gentaro.saito@usbank.com,,Salesforce
11148896,Inactive Investor,Paul Phelan,,"Pensionmark Securities, LLC Rockville MD 540 Gaither Rd",,,Salesforce
9557215,,Manolis Chatzigeorgiadis,,,mc@aua.gr,,List import
11085307,Inactive Investor,Keith Lecky,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10648066,,Samuel Urso,,,tre.urso@bleakley.com,,List Import
9567846,,Laura Voigt,,,lauravoigt@financialguide.com,,List import
10756398,Inactive Investor,Charles Brown,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,charles.brown@fidelity.com,,Salesforce
10776219,Inactive Investor,James Closson,,"Raymond James Financial Services, Inc. Dothan AL 1676 Whatley Dr",,,Salesforce
11222043,,David Bigelow,,,david.bigelow@coldstream.com,,List Import
11175327,Inactive Investor,Nathan Salhus,Financial Advisor,"Ameriprise Financial Services, LLC Grants Pass OR 119 NW E St",nathan.salhus@ampf.com,,Salesforce
10846918,Inactive Investor,William Goodlad,,"Osaic Wealth, Inc. North Palm Beach FL 701 US Hwy 1",,,Salesforce
10643046,,Manikandan Theivendran,,,manikandan.mmf@gmail.com,,Web Form Fillout
9553987,,Samuel Brooks,,,samuelbrooks068@gmail.com,,List import
225547,, -,,[[Unknown]],serginfo9@gmail.com,,Initial Salesforce Import
9647427,,sergio hinojosa,,,sergio.hinojosa.avila@gmail.com,,List import
10989444,Inactive Investor,Christophe Barton,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,christophe.barton@primerica.com,,Salesforce
10889914,Inactive Investor,Kris Iverson,Financial Advisor,LPL Financial LLC San Diego CA 4425 Bayard St,kris.iverson@lpl.com,,Salesforce
10774680,Inactive Investor,Todd Weinsier,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",tweinsier@fmsbonds.com,,Salesforce
10876921,Inactive Investor,Mark Traut,,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",mark.d.traut@ampf.com,,Salesforce
105827,,Albert DaValle,Partner,"Jk&b Management V, L.p.",adavalle@jkbcapital.com,1-312-946-1200,Manual List Upload
9554858,,Damon Shankling,,,damon.shankling@gmail.com,,List import
10785665,Inactive Investor,Alina Shah,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,alina.shah@jpmorgan.com,,Salesforce
10953887,Inactive Investor,Joshua Rochon,Family Wealth Strategist,TFO Wealth Partners,jrochon@tfowealth.com,,Salesforce
11124306,Inactive Investor,Brian Shevitz,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",bshevitz@mesirowfinancial.com,,Salesforce
10990576,Inactive Investor,Marissa Longo,,"Allstate Financial Services, LLC Rochester NY 4650 Dewey Ave",marissalongo@allstate.com,,Salesforce
11184551,Inactive Investor,Leslie Malburg,,"Allstate Financial Services, LLC Brookville PA 110 Pickering St",lesliemalburg@allstate.com,,Salesforce
10933526,Inactive Investor,John Zolidis,Founder;Owner;President,"Quo Vadis Capital, Inc.",john.zolidis@quovadiscapital.com,,Salesforce
10773599,Inactive Investor,Andrew Muther,Co-Chief Investment Officer;Director;Portfolio Manager;Senior Vice President,FCI Advisors,andrew.muther@fciadvisors.com,,Salesforce
11178229,Inactive Investor,Salvatore Albanese,,"The Leaders Group, Inc.",salvatore.albanese@leadersgroup.net,,Salesforce
10911416,Inactive Investor,Blair Anderson,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",blair.anderson@nm.com,,Salesforce
11161953,Inactive Investor,Greg Bauer,,"Wells Fargo Advisors Financial Network, LLC West Nyack NY 2 Crosfield Ave",greg.bauer@wfafinet.com,,Salesforce
10846368,Inactive Investor,Karen Orosz,,LPL Financial LLC Fairfield NJ 100 Passaic Ave,karen.orosz@lpl.com,,Salesforce
11013604,Inactive Investor,Christian Rocchio,,"Citizens Securities, Inc. Rockville Centre NY 330 Sunrise Hwy",christian.rocchio@citizensbank.com,,Salesforce
11218394,,Tao Shaer,,,tao.shaer@jpmorgan.com,,List Import
9646065,,Go To,,,goto@mail.con,,List import
11053273,Inactive Investor,Philip Bankston,,State Farm VP Management Corp. Covington LA 1222 W 21st Ave,philip.bankston.jxci@statefarm.com,,Salesforce
11144786,Inactive Investor,Karen Kruczek,Portfolio Associate,Morgan Stanley Akron OH 3700 Embassy Pkwy,karen.kruczek@morganstanley.com,,Salesforce
11016841,Inactive Investor,Kelsie Ostdiek,,"Harbour Investments, Inc. Minneapolis MN 5353 Wayzata Blvd",,,Salesforce
10944322,Inactive Investor,Mark Hutchens,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
10869635,Inactive Investor,Joseph Kalmanovitz,Chief Compliance Officer;Head - Financial Planning,Canter Wealth,jkalmanovitz@canterwealth.com,,Salesforce
344421,,Amy Carlson,Portfolio Analyst,Rbc Global Asset Management (u.s.) Inc.,amy.carlson@rbc.com,612-376-7000,Manual List Upload
124216,,Kevin Sweeney,"Chief Compliance Officer, Director - Financial Planning, Principal, Wealth Manager","Modera Wealth Management, Llc",kevins@moderawealth.com,(201) 768-4600,
10897419,Inactive Investor,Zachary Franklin,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",zachary.franklin@nm.com,,Salesforce
11046063,Inactive Investor,Samuel Shafer,Client Associate,"RBC Capital Markets, LLC Denver CO 1801 California St",sam.shafer@rbc.com,,Salesforce
9592283,,Alfred Ho,,,aho@gavekal.com,,List import
9546612,,Ron Zee,,,ronzee@ronzee.com,,List import
10783777,Inactive Investor,Steven Smith,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,sjsmith@rwbaird.com,,Salesforce
10964823,Inactive Investor,Jordan Green,,"Raymond James Financial Services, Inc. Washington MO 123 Lafayette St",jordan.green@raymondjames.com,,Salesforce
9595594,,Kirsten Hocker,,,khocker@penncapital.com,,List import
11014623,Inactive Investor,Bridget Mahoney,,Perella Weinberg Partners LP,bmahoney@pwpartners.com,,Salesforce
11190112,Inactive Investor,Matthew Slover,,"Robinhood Financial, LLC",matthew.slover@robinhood.com,,Salesforce
11088012,Inactive Investor,Jolyn Ellis,,"Raymond James Financial Services, Inc. Bountiful UT 533 W 2600 S",jolyn.ellis@raymondjames.com,,Salesforce
10947307,Inactive Investor,Tina Zapien,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10244623,,Dorothy Ceglauskas,,,d.ceglauskas@gmail.com,,Web form fillout
9558908,,Charles Dierks,,,chuck.dierks@lfg.com,,List import
9573080,,Michael Layne,"Associate Vice President, Private Client Services",Fisher Investments,m.layne@fi.com,,List import
9633590,,Sunwoo Han,,,ethansw.han@gmail.com,,List import
11115365,Inactive Investor,Melissa Mulhearn,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,mmulhearn@primerica.com,,Salesforce
10885351,Inactive Investor,Adam Brown,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11006256,Inactive Investor,Starlette Vance,,"Sorrento Pacific Financial, LLC Ripley MS 305 E Jefferson St",svance@mybd.com,,Salesforce
9552383,,William Baker,,,wbaker@h2cp.com,,List import
10765056,Inactive Investor,Frederick Palmer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",frederick.palmer@ml.com,,Salesforce
11113300,Inactive Investor,Robert Cadey,,PFS Investments Inc. Houston TX 505 N Sam Houston Pkwy E,,,Salesforce
11040013,Inactive Investor,Henry Druker,,"Hitherlane Partners, LLC",,,Salesforce
10905839,Inactive Investor,Ben Mccollum,Investment Advisor Representative,"X Advisors, LLC Encino CA 5435 Balboa Blvd",,,Salesforce
10998245,Inactive Investor,Samuel Adams,Chief Executive Officer,"Kinetic Investment Management, Inc. Glendale CA 701 N Brand Blvd",samuel@kineticinvestment.com,,Salesforce
11150524,Inactive Investor,Michael Franklin,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Huntsville TX Private Residence",michael.franklin@concoursefinancial.com,,Salesforce
11216837,,Roger Chang,,,roger.chang@lpl.com,,List Import
9559880,,Derrick Ossi,,,dossi@financialguide.com,,List import
10879563,Inactive Investor,Brett Pietrasz,,The Huntington Investment Company Ravenna OH 230 Cedar Ave,brett.pietrasz@huntington.com,,Salesforce
11003039,Inactive Investor,Eric Knoblauch,,"Northwestern Mutual Investment Services, LLC Jamison PA 2500 York Rd",eric.knoblauch@nm.com,,Salesforce
10870131,Inactive Investor,Sean Murtagh,,"Bessemer Investor Services, Inc. Chicago IL 70 W Madison St",,,Salesforce
11220997,,Christopher Shipley,,,christopher.shipley@fortwashington.com,,List Import
11119651,Inactive Investor,Paul Clark,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9604385,,jose tellez,,,jose_maria_2115@hotmail.com,,List import
10487531,,William Griffin,,Morgan Stanley,william.griffin@morganstanley.com,,List Import
11069022,Inactive Investor,David Rogers,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11187177,Inactive Investor,Lendell Speed,,PFS Investments Inc. West Chester OH 9078 Union Centre Blvd,lendell.speed@primerica.com,,Salesforce
11000165,Inactive Investor,Chance Burroughs,Investment Associate;Senior Financial Advisor;Vice President,"Manske Wealth Management, LLC",cburroughs@manskewealth.com,,Salesforce
10876370,Inactive Investor,Frances Holk-Jones,,State Farm VP Management Corp. Foley AL 315 E Laurel Ave,frances.holk-jones.b16b@statefarm.com,,Salesforce
10821131,Inactive Investor,Johnnie Camp,,"Wells Fargo Clearing Services, LLC Snellville GA 2333 Main St E",johnnie.camp@wellsfargo.com,,Salesforce
10787916,Inactive Investor,Gardi Gilles,Investment Advisor Representative;Regional Vice President,PFS Investments Inc. Rockville Centre NY 265 Sunrise Hwy,gardi.gilles@primerica.com,,Salesforce
11151644,Inactive Investor,Alex Bell,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",alex.bell@tiaa.org,,Salesforce
346144,,Henry Holland,"President, CEO, CCO (10, 2004)","Holland Financial Services, Inc.",nelson@hollandfinancialservices.com,706-369-8888,Manual List Upload
11011485,Inactive Investor,Elizabeth Baldry,,NYLIFE Securities LLC Watertown SD 208 9th Ave SE,ecbaldry@ft.newyorklife.com,,Salesforce
11136628,Inactive Investor,Gavin Meredith,,"Northwestern Mutual Investment Services, LLC Jackson TN 81 Stonebridge Blvd",gavin.meredith@nm.com,,Salesforce
9612141,,Kenneth Statz,,,kstatz@securitycapital.com,,List import
340747,,Kyle Boast,Partner,Moss Adams Wealth Advisors Llc,kyle.boast@mossadams.com,206-302-6500,Manual List Upload
9628349,,b v,,,kikodarking@gmail.com,,List import
11198220,Inactive Investor,Marisa Prevatt,Chief Compliance Officer,"Rainey & Randall Investment Management, Inc.",,,Salesforce
10775320,Inactive Investor,Angela Zollner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",angela.zollner@ml.com,,Salesforce
11003088,Inactive Investor,Evan Cahn,Team Lead,Edward Jones,,,Salesforce
11151944,Inactive Investor,Stephen Lowman,Financial Advisor;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,stephen.lowman@morganstanley.com,,Salesforce
9582189,,Aaron Persons,,,apersons@cusonet.com,,List import
6412313,,Deborah M Johnson,,,tcuckflkqkdtdbr@triots.com,,Web Form Fillout
11221594,,Anne Peartree,,,apeartree@firstrepublic.com,,List Import
9562195,,James Lim,,,james.limto@gmail.com,,List import
10979885,Inactive Investor,Anthony Arias,Chief Compliance Officer;Managing Partner,GMG Asset Management,,,Salesforce
11210078,Inactive Investor,Edmond Harrison,,Deutsche Bank Securities Inc.,edmond@deutschewealth.com,,Salesforce
10878790,Inactive Investor,Zachary Sandlin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",,,Salesforce
11005468,Inactive Investor,Juliet Wilson,,PFS Investments Inc. Orlando FL 933 Lee Rd,,,Salesforce
10957630,Inactive Investor,Thomas Podgorski,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Managing Member,CAtrs Teachers Retirement Services LLC,,,Salesforce
10963856,Inactive Investor,Christopher Telezyn,Financial Advisor,Edward Jones Henderson KY 2630 US Hwy 41 N,chris.telezyn@edwardjones.com,,Salesforce
9545124,,Jonathan Wong,,,jpw0825@gmail.com,,List import
9638773,,Pattie Featherston,,,pfeatherston@ausprs.org,,List import
10798528,Inactive Investor,Ted Cigrand,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Des Plaines IL 1382 E Prairie Ave",ted.cigrand@usbank.com,,Salesforce
11222219,,Stephen Burleson,,,sburleson@hbkswealth.com,,List Import
9556182,,Ram Krishna,,,krishnatlanta@gmail.com,,List import
10844252,Inactive Investor,Catherine Hampson,,Fidelity Brokerage Services LLC Walton KY Private Residence,,,Salesforce
11098379,Inactive Investor,Brian Broberg,,"Cambridge Investment Research, Inc. Shrewsbury PA 249A S Main St",,,Salesforce
10999114,Inactive Investor,Douglas Zuidema,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11181356,Inactive Investor,Pastor Fuster,Investment Advisor,LPL Financial LLC Hialeah FL 6625 Miami Lakes Dr E,pastor.fuster@lpl.com,,Salesforce
10852116,Inactive Investor,Yingru Zhou,,"Transamerica Financial Advisors, Inc Beaverton OR 4900 SW Griffith Dr",yingru.zhou@transamerica.com,,Salesforce
2740925,,Nur Hardiansyah,,,nurhardiansyah31@gmail.com,,
11010061,Inactive Investor,Scott Jensen,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,,,Salesforce
11189901,Inactive Investor,Diego Molina,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10945449,Inactive Investor,Bradley Davis,,Aurora Securities,,,Salesforce
9563924,,Badr Benassila,,,benassila.badr@icloud.com,,List import
11060009,Inactive Investor,Jordan Santos,,"Nationwide Securities, LLC",,,Salesforce
9616055,,James Cullen,,,cullenjms@yahoo.com,,List import
11156718,Inactive Investor,Stephen Romano,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Seattle WA 601 Union St,stephen.j.romano@morganstanley.com,,Salesforce
10874465,Inactive Investor,Bradley Hume,,"Farmers Financial Solutions, LLC Lake Forest CA 23101 Lake Center Dr",bhume@farmersagent.com,,Salesforce
141588,,Zenia Stept,,[Unknown],zeniastept@gmail.com,,Initial Salesforce Import
10765295,Inactive Investor,Matthew Deluca,Institutional Client Advisor;Market Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",matthew.d.de_luca@bofa.com,,Salesforce
10792147,Inactive Investor,Gregory Werlinich,Chief Compliance Officer;Managing Member;President,"Werlinich Asset Management, L.L.C.",greg@waminvest.com,,Salesforce
11201686,Inactive Investor,Braeden Ziegler,Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,braeden.ziegler@citi.com,,Salesforce
373386,,David Lohman,,[Unknown],lohmandm@gmail.com,,source
9590369,,Brian Schorr,,,bschorr@trianpartners.com,,List import
11231265,Inactive Investor,Steven Krumpholz,,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",steven.krumpholz@equitable.com,,Salesforce
11058050,Inactive Investor,Brian Wright,Director - Investments,Morgan Stanley Columbus OH 4449 Easton Way,,,Salesforce
10803691,Inactive Investor,Katie Tennent,Investment Advisor Representative;Partner,"Heritage Asset Advisors Ltd., LLP",katie.tennent@heritageassetadvisors.com,,Salesforce
40990,,Thomas McDavid,"Managing Director, Private Wealth Advisor",Rockefeller Financial LLC,tmcdavid@rockco.com,470-645-6880,
7032260,,lika bokiry,,,pemoy40837@pubpng.com,,Web Form Fillout
11081200,Inactive Investor,Thomas Tanurchis,Financial Advisor,"Osaic Wealth, Inc. Saint Louis MO 10733 Sunset Office Dr",,,Salesforce
10778241,Inactive Investor,Kelly Hunziker,Financial Advisor,Edward Jones Solvang CA 650 Alamo Pintado Rd,kelly.hunziker@edwardjones.com,,Salesforce
11127505,Inactive Investor,Kurt Neilan,,"Osaic Wealth, Inc. Diamond Bar CA 21671 Gateway Center Dr",,,Salesforce
11130576,Inactive Investor,Sean Connolly,,"Ameriprise Financial Services, LLC Andover MA 10 New England Business Center Dr",sean.j.connolly@ampf.com,,Salesforce
10862113,Inactive Investor,Jeffrey Harris,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
9589498,,Daniel Essiet,,,essietekwere2012@gmail.com,,List import
11118530,Inactive Investor,Seth Ferguson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11171033,Inactive Investor,Seda Setareh,,Citigroup Global Markets Inc. Los Angeles CA 5015 Eagle Rock Blvd,,,Salesforce
10356713,,Edouard Nerette Jr,,,e_nerette@mail.com,,Web Form Fillout
11119933,Inactive Investor,Joseph Crain,Financial Planner,LPL Financial LLC Collierville TN 3668 S Houston Levee Rd,c.crain@lpl.com,,Salesforce
10763354,Inactive Investor,Gary Raczkowski,Executive Director;Portfolio Manager,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,gary.raczkowski@jpmorgan.com,,Salesforce
11177642,Inactive Investor,Richard Downer,First Vice President;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Los Angeles CA 444 S Flower St,richard.downer@morganstanley.com,,Salesforce
9595212,,Kevin Choong,,,kchoong98@gmail.com,,List import
9561162,,Susan Miller,,,smiller@thecolonygroup.com,,List import
10881476,Inactive Investor,Lucas Newman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10872311,Inactive Investor,Kevin Cox,Financial Advisor,Edward Jones Newark OH 711 W Church St,kevin.cox@edwardjones.com,,Salesforce
11047432,Inactive Investor,Garrett Hsuan,Account Executive,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,ghsuan@janney.com,,Salesforce
10964093,Inactive Investor,Bradley Mattocks,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10757603,Inactive Investor,David Ambrosio,Financial Advisor,"Wells Fargo Clearing Services, LLC Land O'Lakes FL 17907 Aprile Dr",david.ambrosio@wellsfargoadvisors.com,,Salesforce
10889675,Inactive Investor,James Adducci,,"Osaic Wealth, Inc. Palos Heights IL 7808 W College Dr",,,Salesforce
11030201,Inactive Investor,Alesandra Miller,,Commonwealth Financial Network Burlington MA 1 Van de Graaff Dr,,,Salesforce
11155521,Inactive Investor,Spencer Ruyle,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11063737,Inactive Investor,Jeffry McGuire,,"Avantax Investment Services, Inc. Hummelstown PA 439 Walton Ave",,,Salesforce
9541627,,Katherine W Harvey,,,kwharvey@mac.com,,List import
10769436,Inactive Investor,Phillip Nichols,,State Farm VP Management Corp. Knoxville TN 7043 Maynardville Pike,phil.nichols.b2jr@statefarm.com,,Salesforce
11197958,Inactive Investor,Dana Mumford,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Jose CA 550 S Winchester Blvd",mumfordj@stifel.com,,Salesforce
9647571,,Jeff Lanscek,,,jlanscek@milestonefa.com,,List import
10970842,Inactive Investor,Lloyd Lyman,,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",,,Salesforce
433,,,,,bbonaducci@libero.it,,
11066472,Inactive Investor,Jacob Griel,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11208484,Inactive Investor,Ethan De Naray,,Feltl & Company,ethande-naray@feltl.com,,Salesforce
10868487,Inactive Investor,Gilberto Ramos,,"Centaurus Financial, Inc. El Paso TX 1413 Montana Ave",gramos@cfiemail.com,,Salesforce
11082461,Inactive Investor,Josin Lin,Wealth Relationship Manager,Citigroup Global Markets Inc. Long Island City NY 3818 Queens Blvd,josin.lin@citi.com,,Salesforce
10553423,,Philip Cohen,,,grabbag@mac.com,,Web Form Fillout
10983406,Inactive Investor,Leo Kauhini,,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,leo.kauhini@lpl.com,,Salesforce
10646622,,Deanna Myer,,,deanna_m_myer@ml.com,,List Import
11056582,Inactive Investor,Bruce Voris,,PFS Investments Inc. Goodyear AZ 250 N Litchfield Rd,bvoris@primerica.com,,Salesforce
10956005,Inactive Investor,Adonnica Malone,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,adonnica.malone@jpmorgan.com,,Salesforce
11238989,Inactive Investor,Kate Sherkey,,Goodwood,sherkey@goodwoodfunds.com,,Salesforce
11013801,Inactive Investor,Joseph Casa,,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",jcasa@financialguide.com,,Salesforce
11209195,Inactive Investor,Christopher Lee,Financial Advisor,Edward Jones Pearl City HI 98-1256 Kaahumanu St,christopher.lee@edwardjones.com,,Salesforce
11158563,Inactive Investor,James Garr,Director,"Three Cord True Wealth Management, LLC",jgarr@3ctruewealth.com,,Salesforce
10925105,Inactive Investor,Lucca Macher,,Jefferies LLC Miami FL 1450 Brickell Ave,lmacher@jefferies.com,,Salesforce
9600332,,Burak Çavu?,,,sevence1984@gmail.com,,List import
9547537,,George Thompson,,,george@thompsonwm.com,,List import
9603256,,jarys mora,,,jarysmanuel@gmail.com,,List import
10646636,,Michael Moore,,,mcmoore@rwbaird.com,,List Import
10824412,Inactive Investor,Sharon Marshall,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",sharon.m.marshall@nm.com,,Salesforce
9641278,,Lisa Bagot,,,lisabagot@gmail.com,,List import
9633361,,Lawrence Nesbitt,,,lawrencenesbitt@hotmail.com,,List import
11016944,Inactive Investor,Matthew Mariano,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,matthew.mariano@ubs.com,,Salesforce
10910335,Inactive Investor,Elizabeth Kuhns,,"MML Investors Services, LLC Pennington NJ 2490 Pennington Rd",ekuhns@financialguide.com,,Salesforce
11102434,Inactive Investor,Sarah Hayes,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",sarah.hayes@nm.com,,Salesforce
11049269,Inactive Investor,Felix Rosado,Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2600 N Military Trl",felix.rosado@wellsfargoadvisors.com,,Salesforce
11042565,Inactive Investor,Michael Copeland,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",michael.copeland@schwab.com,,Salesforce
10791666,Inactive Investor,Mark Kamakaris,Complex Risk Officer;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,mark.kamakaris@morganstanley.com,,Salesforce
11117129,Inactive Investor,Joy Tedaldi,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",joy.tedaldi@usbank.com,,Salesforce
10920985,Inactive Investor,Olga Garton,,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
10933498,Inactive Investor,Kathleen Ryan,,PlanMember Securities Corporation Tehachapi CA Private Residence,kryan@planmembersec.com,,Salesforce
11000581,Inactive Investor,Stephen Mcclellan,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11115919,Inactive Investor,Christopher Bovich,,"Caldwell Sutter Capital, Inc.",christopher.bovich@cald.com,,Salesforce
41267,,Patrick McArdle,"Financial Professional, Investment Advisor Representative","Transamerica Financial Advisors, Inc",patrick.mcardle@transamerica.com,770-396-0721,
11241254,Inactive Investor,Marcel Myszewski,"Associate Director, Wealth Advisor","Cresset Asset Management, LLC",mmyszewski@cressetcapital.com,312-429-2400,Salesforce
11123537,Inactive Investor,Stephen Lo,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",stephen.lo@schwab.com,,Salesforce
10918811,Inactive Investor,Trevor Smith,Client Service Associate;Paraplanner,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",trevor.smith@ampf.com,,Salesforce
10829902,Inactive Investor,Robert Mayes,,"Keel Point Capital, LLC",rmayes@keelpoint.com,,Salesforce
9632356,,Liu Victor,,,victorliu2005@gmail.com,,List import
10760723,Inactive Investor,Kevin Porter,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,kevin.porter@ubs.com,,Salesforce
11028646,Inactive Investor,John Kauth,Partner;Wealth Advisor,Corient San Antonio TX 112 E Pecan St,,,Salesforce
11184771,Inactive Investor,Steven Loomis,,"Wells Fargo Clearing Services, LLC Torrance CA 4340 Artesia Blvd",steven.loomis@wellsfargo.com,,Salesforce
11176617,Inactive Investor,Brian Rockwell,Associate Vice President - Investments,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",brian.rockwell@raymondjames.com,,Salesforce
9610402,,Joseph Madera,,,x09089519x@protonmail.com,,List import
198981,,john hernandis,,morgan stanley (ret.),johnhernandis@yahoo.com,,
10617986,,Stephan Diol,,,stephan.diol@wellsfargoadvisors.com,,List Import
9582701,,Jay Wells,,,jaywells@gmail.com,,List import
11090118,Inactive Investor,Alisha Palmer,,"Empower Financial Services, Inc",alisha.palmer@empower.com,,Salesforce
11069028,Inactive Investor,George King,,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
11048183,Inactive Investor,Jason Almeida,,"Brokers International Financial Services, LLC. Farmington CT 20 Waterside Dr",jalmeida@brokersifs.com,,Salesforce
10990930,Inactive Investor,Lisa Dieser-Gustafson,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",lisa.diesergustafson@gwrs.com,,Salesforce
9625692,,Navjot Singh,,,nav_imagine@outlook.com,,List import
107685,,Gonçalo Vasconcelos,,Gonçalo,goncalobv@gmail.com,(351) 937-8504,
9635255,,Alexander Popovich,,,apopovich@mcmllc.com,,List import
9552170,,Shawn Bennett,,,shawn.bennett@valic.com,,List import
10872333,Inactive Investor,W. Kern,President,Wealthquest Corporation,dkern@wqcorp.com,,Salesforce
11095096,Inactive Investor,William Johnson,,"FBL Marketing Services, LLC",william.johnson@fblfinancial.com,,Salesforce
371780,,ian forman,,[Unknown],ianmforman@gmail.com,,Salesforce
11106623,Inactive Investor,Matthew Blakeley,Financial Advisor,Morgan Stanley Honolulu HI 733 Bishop St,matt.blakeley@morganstanley.com,,Salesforce
10774508,Inactive Investor,Brodie Cobb,,Presidio Merchant Partners LLC,bcobb@thepresidiogroup.com,,Salesforce
149802,,Cezary Michna,,[Unknown],c.michna@icloud.com,,source
11159530,Inactive Investor,Brian Klemczak,Financial Advisor;Partner;Wealth Advisor,Washington Avenue Advisors,bklemczak@waadvisors.com,,Salesforce
11085007,Inactive Investor,Jacob Knoll,,"RBC Capital Markets, LLC",,,Salesforce
10895630,Inactive Investor,Alfred Bowman,Financial Advisor,Edward Jones Port Townsend WA 110 Harrison St,alfred.bowman@edwardjones.com,,Salesforce
11082779,Inactive Investor,Amber Harris,,Cetera Investment Services LLC Orland Park IL 9533 W 143rd St,amber.harris@ceterais.com,,Salesforce
10857756,Inactive Investor,Douglas Cardiff,Financial Advisor,LPL Financial LLC Canonsburg PA 380 Southpointe Blvd,doug.cardiff@lpl.com,,Salesforce
10763523,Inactive Investor,Jeffrey Hylton,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Gainesville GA 340 Jesse Jewell Pkwy SE,jeff.hylton@morganstanley.com,,Salesforce
196486,,Sean Caplen,Investment Advisor Representative,"National Asset Management, Inc.",scaplen@nationalsecurities.com,561-392-1011,
9561318,,James Barr,,,jbarr@firstrepublic.com,,List import
10841652,Inactive Investor,John Heddens,Retirement Planning Specialist,"Equitable Advisors, LLC Fort Collins CO 702 W Drake Rd",john.heddens@equitable.com,,Salesforce
11008675,Inactive Investor,Bella Khamitsaeva,Financial Advisor,"Principal Securities, Inc. Port Orange FL 130 Crooked Pine Rd",k.bella@principal.com,,Salesforce
10829989,Inactive Investor,Michael Kozak,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,michael.kozak@ubs.com,,Salesforce
9546273,,Arnols Peucker,,,arnold.peucker@siriusxm.com,,List import
11146472,Inactive Investor,William Hoover,Financial Advisor,Park Avenue Securities LLC Cincinnati OH 419 Plum St,william_hoover@glic.com,,Salesforce
9619119,,Robert Kaynor,,,bob.kaynor@schroders.com,,List import
9598734,,PS MELWANI,,,peetumelwani@gmail.com,,List import
1005288,Inactive Investor,Ashley Lannquist,,Ashley Lannquist,ashley2520@gmail.com,,3rd Party Lead Gen
11147190,Inactive Investor,Adam Taff,Financial Professional,"MML Investors Services, LLC Charlotte NC 6025 Blakeney Park Dr",ataff@financialguide.com,,Salesforce
8480479,,Jessica Costa,,UBS Financial Services,jessica.costa@ubs.com,,List Import
9575214,,Wayne Christie,,,wayne.christie@prudential.com,,List import
10829170,Inactive Investor,Karen Kalkines,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",karen.kalkines@ml.com,,Salesforce
10952163,Inactive Investor,Ravi Tarekere,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",ravi.tarekere@equitable.com,,Salesforce
9616046,,Jeff Shaw,,,jrshaw95@verizon.net,,List import
11233280,Inactive Investor,Giselle Chavez,,J.P. Morgan Securities LLC Bellflower CA 16804 Bellflower Blvd,giselle.chavez@jpmorgan.com,,Salesforce
10896630,Inactive Investor,Daniel Lumetta,Financial Advisor,Edward Jones Metairie LA 4141 Veterans Memorial Blvd,daniel.lumetta@edwardjones.com,,Salesforce
9601665,,Cheryl Harwell,,,charwell@sigmafinancial.com,,List import
9547337,,Emanuel Delgado,,,emanuel.delgado@cnb.com,,List import
9614754,,Kumar Kesavaraj,,,ezhilkumarank@gmail.com,,List import
11184083,Inactive Investor,Shaan Vyas,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",shaan.vyas@wellsfargoadvisors.com,,Salesforce
11043692,Inactive Investor,Carmem Gamboa,Vice President,J.P. Morgan Securities LLC Houston TX 600 Travis St,carmem.gamboa@jpmorgan.com,,Salesforce
9610605,,Christopher Cykowski,,,ccberingsea@gmail.com,,List import
11151415,Inactive Investor,Richard Anderson,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
11097676,Inactive Investor,Clinton Durbin,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,clinton.durbin@fidelity.com,,Salesforce
9611097,,jongmun choi,,,chjm7602@gmail.com,,List import
11074287,Inactive Investor,Barton Wagstaff,Partner;Wealth Advisor,"Capita Financial Network, LLC",bwagstaff@capitaonline.com,,Salesforce
10912475,Inactive Investor,Jacob Esperanto,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Torrance CA 2121 Torrance Blvd,jacob.esperanto@jpmorgan.com,,Salesforce
11069555,Inactive Investor,Eric Huizinga,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",eric.huizinga@nm.com,,Salesforce
9638381,,William Gilbert,,,william@thecaprockgroup.com,,List import
11017889,Inactive Investor,Mark Bacigalupo,,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,mark.a.bacigalupo@ubs.com,,Salesforce
10944592,Inactive Investor,Matthew Ross,Chief Investment Officer;Managing Partner,Mill Creek Investment Management,matt@investmillcreek.com,,Salesforce
8076357,,Thomas Everitt,,,thomas.everitt60@gmail.com,,Web Form Fillout
10931641,Inactive Investor,Bradford Ramsey,,LPL Financial LLC,bradford.ramsey@lpl.com,,Salesforce
10969774,Inactive Investor,Elizabeth Brown,Associate Financial Advisor,Davenport & Company LLC,,,Salesforce
11130414,Inactive Investor,Matthew Dominelli,,"Empower Financial Services, Inc Raleigh NC 3100 Smoketree Ct",matthew.dominelli@empower.com,,Salesforce
11009647,Inactive Investor,Sean Kelleher,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10770357,Inactive Investor,Marc Wisotsky,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,marc.wisotsky@morganstanley.com,,Salesforce
11127612,Inactive Investor,Paul Ostby,Member,Paladin Capital,,,Salesforce
10615986,,Kevin Trunk,,,kevin.j.trunk@ml.com,,List Import
11221386,,Eric Evers,,,eric.evers@ceterafs.com,,List Import
10885152,Inactive Investor,Andrew Means,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
9593887,,William Royal,,,wroyal@carsoninstitutional.com,,List import
159689,,Joseph Hertz,,[Unknown],hertz.joseph@gmail.com,,
10794406,Inactive Investor,Bradley Schumacher,,The Huntington Investment Company Elkins WV 420 Davis Ave,bradley.schumacher@huntington.com,,Salesforce
9610768,,Krupal Jennapureddy,,,emailmejk@gmail.com,,List import
9643474,,Robert Williams,,,robbie_will@msn.com,,List import
9592379,,Richard Rovetto,,,rrovetto@huntercapitalmanagement.com,,List import
11134974,Inactive Investor,Daniel Mazzola,,"American Portfolios Financial Services, Inc. Massapequa NY 91 Bayview Ave",dgmazzola@americanportfolios.com,,Salesforce
10857118,Inactive Investor,Jeffrey Tenorio,,NYLIFE Securities LLC,jtenorio@eaglestrategies.com,,Salesforce
10824510,Inactive Investor,Scott Christian,Partner,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 219 Roswell St",scott.christian@wfafinet.com,,Salesforce
11167386,Inactive Investor,Dylan Jann,Assistant Vice President,Morgan Stanley Manchester NH 1155 Elm St,,,Salesforce
10864740,Inactive Investor,Colleen O'Connell,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,colleen.oconnell@fmr.com,,Salesforce
240523,,Dominic Crowe,Managing Director,Citi,dominic.j.crowe@citi.com,,Event
11065911,Inactive Investor,Lisa Kozak,,State Farm VP Management Corp. Horsham PA 443 Easton Rd,,,Salesforce
10846338,Inactive Investor,Arthur Seals,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11177579,Inactive Investor,David Melgar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2263 Colorado Blvd",david.a.melgar@ml.com,,Salesforce
11000602,Inactive Investor,Angie Tzou,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",angie.tzou@tfaconnect.com,,Salesforce
10820063,Inactive Investor,Gregory Seamster,Managing Director,"Stifel, Nicolaus & Company, Incorporated Raleigh NC 3605 Glenwood Ave",greg.seamster@stifel.com,,Salesforce
10958610,Inactive Investor,Donald Abaunza,,Cetera Investment Services LLC Harvey LA 1855 Manhattan Blvd,,,Salesforce
10766425,Inactive Investor,Michael Good,Financial Advisor;Portfolio Associate;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,michael.d.good@morganstanley.com,,Salesforce
10903105,Inactive Investor,Alla Kushnir,,"Pruco Securities, LLC. Boca Raton FL Private Residence",alla.podokshik@prudential.com,,Salesforce
218744,,Robert Girard,,[Unknown],rgirard098@verizon.net,,Direct
10934226,Inactive Investor,Tessa Dueker,Manager,"Charles Schwab & Co., Inc. Nashville TN 1801 W End Ave",,,Salesforce
11104246,Inactive Investor,Michael Peschel,,"Concurrent Investment Advisors, LLC Dallas TX 12240 Inwood Rd",,,Salesforce
11105761,Inactive Investor,Kyle Gabehart,,J.P. Morgan Securities LLC Bowling Green KY 924 Broadway Ave,kyle.gabehart@chase.com,,Salesforce
10932959,Inactive Investor,Gavin Whitmore,,"U.S. Sterling Securities, Inc.",,,Salesforce
11191305,Inactive Investor,Reuben Askowitz,Financial Advisor,Morgan Stanley New York NY 399 Park Ave,reuben.askowitz@morganstanley.com,,Salesforce
10811025,Inactive Investor,Laura White,Associate Financial Advisor,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,lwhite@dadco.com,,Salesforce
10799302,Inactive Investor,Nicole Hupfer,Financial Advisor,Edward Jones Florence SC 1949B Hoffmeyer Rd,nicole.hupfer@edwardjones.com,,Salesforce
10777038,Inactive Investor,Brock Van Selow,Assistant Vice President;Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,brock.vanselow@ubs.com,,Salesforce
11210156,Inactive Investor,Jonathan Sias,Financial Advisor,Edward Jones Akron OH 2383 S Main St,jonathan.sias@edwardjones.com,,Salesforce
11027514,Inactive Investor,Germain Flores,,J.P. Morgan Securities LLC Port Chester NY 150 S Ridge St,germain.flores@jpmorgan.com,,Salesforce
9644164,,Tim McNamara,,,timwillmcn@gmail.com,,List import
11230104,Inactive Investor,Eric Williams,,NYLIFE Securities LLC Okemos MI 2127 University Park Dr,erwilliams01@ft.newyorklife.com,,Salesforce
9554843,,Swabhanu Panjabi,,,swabhanu.panjabi@gmail.com,,List import
11260092,Inactive Investor,Greydon Williams,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11191911,Inactive Investor,Melanie Migneault,Investment Assistant,Commonwealth Financial Network Keene NH 382 West St,mmigneault@commonwealth.com,,Salesforce
9613927,,Kent Mollenkamp,,,kmollenkamp@yahoo.com,,List import
9636994,,Katherine Derganc-billings,,,kderganc-billings@tiff.org,,List import
11012300,Inactive Investor,Marla Matthews,,"Allstate Financial Services, LLC Florence SC 817 2nd Loop Rd",marlamatthews@allstate.com,,Salesforce
11024508,Inactive Investor,Shawn Langel,,LPL Financial LLC Dubuque IA 700 Locust St,shawn.langel@lpl.com,,Salesforce
11194001,Inactive Investor,Merritt Vaughn,,State Farm VP Management Corp. Amarillo TX 8001 SW 34th Ave,merritt.r.vaughn.ral4@statefarm.com,,Salesforce
10961991,Inactive Investor,Caleb Strope,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,,,Salesforce
10941823,Inactive Investor,Lazaro Gonzalez,Chief Marketing Officer;Co-Founder,Wizest Inc. South Euclid OH 1688 Sheridan Rd,,,Salesforce
9610652,,Mastu Juj,,,jcruz7809@gmail.com,,List import
10770165,Inactive Investor,Dean Vetsikas,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",dean.c.vetsikas@wellsfargoadvisors.com,,Salesforce
10769331,Inactive Investor,James Watkins,,PFS Investments Inc. Arlington TX 1200 E Copeland Rd,fgf81@primerica.com,,Salesforce
11147723,Inactive Investor,Emily Mallick,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,emily.mallick@fmr.com,,Salesforce
10788223,Inactive Investor,Robert Mount,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,mountr@ceteranetworks.com,,Salesforce
10856673,Inactive Investor,James Worfolk,,LPL Financial LLC Alexandria VA 663 S Washington St,james.worfolk@lpl.com,,Salesforce
248552,,Rafael Mojden,Member Board Of Directors,Minnesota Blockchain Initiative,rafaelmojden@gmail.com,,Manual List Upload
10806559,Inactive Investor,Robert Miller,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,robert.j.miller@ubs.com,,Salesforce
11032487,Inactive Investor,Carina Alt,,LPL Financial LLC Madison WI 1422 Northport Dr,carina.alt@lpl.com,,Salesforce
10657924,,Melissa Hilley,,,melissa.hilley@raymondjames.com,,List Import
10895822,Inactive Investor,Daniel Manea,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,dmanea@ft.newyorklife.com,,Salesforce
10904411,Inactive Investor,Daniel Finnegan,Financial Advisor,Edward Jones Lebanon PA 1640A Cornwall Rd,daniel.finnegan@edwardjones.com,,Salesforce
10981346,Inactive Investor,Kevin Enomoto,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,kevin.enomoto@fmr.com,,Salesforce
11229976,Inactive Investor,William Boyd,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,wdboyd@ft.newyorklife.com,,Salesforce
11034778,Inactive Investor,Jason Hennessy,Financial Advisor,LPL Financial LLC Clovis NM Private Residence,jason.hennessy@lpl.com,,Salesforce
11147304,Inactive Investor,Chelsea Fosse,Financial Planning Associate;Portfolio Associate,Morgan Stanley Chicago IL 227 W Monroe St,chelsea.fosse@morganstanleypwm.com,,Salesforce
11185020,Inactive Investor,Vasilios Takos,,Dominari Securities LLC Garden City NY 960 Franklin Ave,vasilios@dominarisecurities.com,,Salesforce
5604,,Anastasia -,,[[Unknown]],straguess@gmail.com,,Initial Salesforce Import
11111620,Inactive Investor,Justin Feather,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
11211622,Inactive Investor,Emilie Greul,,J.P. Morgan Securities LLC New Port Richey FL 3315 Redeemer Way,emilie.l.greul@chase.com,,Salesforce
10956017,Inactive Investor,Brian Christie,,Fidelity Brokerage Services LLC,,,Salesforce
9637510,,Sharon Owens,,,sharon.owens@sclhs.net,,List import
9631628,,Ad Dad,,,skaboebie@hotmail.com,,List import
11066236,Inactive Investor,Dan Davis,,"Packerland Brokerage Services, Inc. Chicago IL 736 N Hudson Ave",dan_davis@packerlandbrokerage.com,,Salesforce
10968210,Inactive Investor,Carson Schmick,Client Service Associate,J.P. Morgan Securities LLC Menlo Park CA 2500 Sand Hill Rd,carson.schmick@jpmorgan.com,,Salesforce
9562426,,Frederick Driscoll,,,fred.driscoll@voya.com,,List import
9574266,,Ruth Cherry,,,ruthie.cook@suntrust.com,,List import
9629743,,Daniel Nicolaides,,,dan.nicolaides@gmail.com,,List import
11041577,Inactive Investor,Jennifer Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10892193,Inactive Investor,Jennifer Brunotts,,B. Riley Wealth Management,,,Salesforce
10866629,Inactive Investor,Nathan Dingler,Chief Executive Officer;Financial Advisor;Managing Member,DiversiFi Capital LLC,nathan@compasscmg.com,,Salesforce
10865945,Inactive Investor,Ralph Serino,,State Farm VP Management Corp. Clifton Park NY 868 Rte 146,,,Salesforce
9594023,,Scott Dore,,,sdore@evokeadvisors.com,,List import
10885525,Inactive Investor,Michael Haakinson,Financial Advisor,Edward Jones Carson City NV 4620 S Carson St,michael.haakinson@edwardjones.com,,Salesforce
9579481,,David Hough,,,dhough@freshfordcapital.com,,List import
10646543,,Michael Mann,,,michaelj.mann@ubs.com,,List Import
9608908,,Santo Curatolo,,,jsantamaria347@gmail.com,,List import
11030480,Inactive Investor,Vincent Pack,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,vpack@ft.newyorklife.com,,Salesforce
11099794,Inactive Investor,Tristan Meador,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11181394,Inactive Investor,Candy Berghuis,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Virginia MN 505 3rd St N",berghuisc@stifel.com,,Salesforce
10979816,Inactive Investor,Keisha Husbands,,PFS Investments Inc. Brooklyn NY 710 Washington Ave,keisha.husbands@primerica.com,,Salesforce
11076862,Inactive Investor,Timothy Cress,,"Horace Mann Investors, Inc. Jonesville VA 33738 Main St",timothy.cress@horacemann.com,,Salesforce
11081048,Inactive Investor,Janice Cope,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",janice.cope@ml.com,,Salesforce
11158064,Inactive Investor,Michael Diprimio,,"American Trust Investment Services, Inc. Los Angeles CA 8107 Loyola Blvd",m.diprimio@amtruinvest.com,,Salesforce
9612904,,Bruno Bertocci,,,bruno.bertocci@ubs.com,,List import
9602439,,John Delaney,,,jd87@optonline.net,,List import
9618590,,Matthew Schutzman,,,mschutzman@gratiacapital.com,,List import
11165583,Inactive Investor,Manish Mehta,Managing Director - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,m.mehta@ubs.com,,Salesforce
11016924,Inactive Investor,William Berry,,Commonwealth Financial Network Duxbury MA 46 Railroad Ave,bberry@commonwealth.com,,Salesforce
10989603,Inactive Investor,Micah Thomason,,PFS Investments Inc. Edmond OK 3208 Teakwood Ln,mthomason@primerica.com,,Salesforce
129312,,Erick Burtness,Business Analyst,"Plancorp, Llc",erick@plancorp.com,636-532-7824,Manual List Upload
10965576,Inactive Investor,Mackendy Gourdet,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",mackendy.gourdet@ml.com,,Salesforce
11091209,Inactive Investor,Kara Wright,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,kara.wright@fidelity.com,,Salesforce
11099594,Inactive Investor,Gary Glanz,Director - Business Development;Investment Advisor Representative,"Northstar Financial Planners, Inc. Fort Lauderdale FL 1250 S Pine Island Rd",gary@northstarplanners.com,,Salesforce
11165525,Inactive Investor,Bryce Frisbee,Private Client Investment Associate,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,bryce.frisbee@jpmorgan.com,,Salesforce
11070052,Inactive Investor,Joseph Harter,Private Client Advisor,"Wells Fargo Clearing Services, LLC San Luis Obispo CA 1160 Marsh St",joey.harter@jpmorgan.com,,Salesforce
11094001,Inactive Investor,Leslie Die,Financial Advisor,Edward Jones Round Rock TX 171 Deepwood Dr,leslie.dejohn@edwardjones.com,,Salesforce
10971842,Inactive Investor,April Snow,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
9645965,,Al Myrie,,,al.myrie@raymondjames.com,,List import
10931019,Inactive Investor,Gregory Sparkman,,"MML Investors Services, LLC Greenville SC 665 N Academy St",gsparkman@financialguide.com,,Salesforce
9609500,,Piotr Gromek,,,piotrgromek57@gmail.com,,List import
11189575,Inactive Investor,Filipp Zaytsev,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",filipp.edwards@equitable.com,,Salesforce
10904420,Inactive Investor,Kayla Woodard,Client Service Associate,Davenport & Company LLC Raleigh NC 3605 Glenwood Ave,kwoodard@investdavenport.com,,Salesforce
11104844,Inactive Investor,Sarah Fox,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",sarah.fox@equitable.com,,Salesforce
10765578,Inactive Investor,Peter Levine,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 481 8th Ave",peter.x.levine@ampf.com,,Salesforce
10865483,Inactive Investor,Leeann Lambert,Client Service Associate,"Raymond James & Associates, Inc. Lakeland FL 1301 Grasslands Blvd",leeann.lambert@raymondjames.com,,Salesforce
11151096,Inactive Investor,Sophie Helenek,,"Westminster Financial Securities, Inc. Madison CT 30 Jannas Ln",shelenek@westminsterfinancial.com,,Salesforce
11235304,Inactive Investor,Dionna Poluch,Director;Private Wealth Relationship Manager,Brandywine Oak Private Wealth LLC,dpoluch@brandywineoak.com,,Salesforce
10915687,Inactive Investor,Deirdre Shafea,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,deirdre.shafea@fmr.com,,Salesforce
9598764,,C. Carter,,,cjc@harrenequity.com,,List import
11162938,Inactive Investor,Carole Franks,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Washington DC 1775 I St NW,carole.franks@morganstanley.com,,Salesforce
6464,,fakefake fake,,[[Unknown]],fakefakefake@malinator.com,,Initial Salesforce Import
10880005,Inactive Investor,Ravy Ly Cabusbusan,,J.P. Morgan Securities LLC Bellflower CA 16804 Bellflower Blvd,ravy.ly@chase.com,,Salesforce
11092869,Inactive Investor,Adam Kriveloff,,"The Leaders Group, Inc.",,,Salesforce
11184407,Inactive Investor,Lisa Grier,,PFS Investments Inc. Upland CA 545 N Mountain Ave,lisa.grier@primerica.com,,Salesforce
10914960,Inactive Investor,Calvin Warrem,Financial Advisor,"Ameriprise Financial Services, LLC Topeka KS 601 S Kansas Ave",calvin.b.warrem@ampf.com,,Salesforce
9582596,,Brian Neider,,,brian@leadedgecapital.com,,List import
1001680,Inactive Investor,Jason Nguyen,"Associate, Private Equity",C.M. Capital Advisors,jason@cmcapitaladvisors.com, +1 650 326 6480,
11035282,Inactive Investor,Michael Lowe,Associate Vice President - Investments;Managing Director,"Raymond James & Associates, Inc. Atlanta GA 901 Circle 75 Pkwy SE",michael.lowe2@raymondjames.com,,Salesforce
9637186,,Daniel Riley,,,daniel.riley@newmountaincapital.com,,List import
11195940,Inactive Investor,Bradley Schwab,,"CUSO Financial Services, L.P. Erie PA 4268 Buffalo Rd",bschwab@cusonet.com,,Salesforce
10959189,Inactive Investor,Brandon Whiteley,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,brandon.whiteley@fidelity.com,,Salesforce
10909453,Inactive Investor,Carola Salinas,,State Farm VP Management Corp. Leesburg VA 211 Gibson St NW,carolasalinas@statefarm.com,,Salesforce
10884567,Inactive Investor,Andrea Wolfe,Financial Advisor,"Gateway Wealth Partners, LLC Niantic CT Private Residence",,,Salesforce
11199427,Inactive Investor,Ryan Hoffman,,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,,,Salesforce
10845142,Inactive Investor,William Raimondi,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9599602,,Jessica Hinson,,,jhinson@reapfinancial.com,,List import
11021401,Inactive Investor,Travis Lorenz,,"Principal Securities, Inc.",lorenz.travis@principal.com,,Salesforce
11150177,Inactive Investor,Dianne Mayne,Financial Advisor,Edward Jones Laguna Hills CA 23601 Moulton Pkwy,dianne.mayne@edwardjones.com,,Salesforce
10975618,Inactive Investor,Stephen Brand,Private Client Advisor,J.P. Morgan Securities LLC Manhattan Beach CA 201 Manhattan Beach Blvd,stephen.brand@jpmorgan.com,,Salesforce
226288,, -,,[[Unknown]],ragavan3447@gmail.com,,Initial Salesforce Import
11142917,Inactive Investor,Geraris Melendez Rosario,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
11192469,Inactive Investor,John McIntosh,Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,jmcintosh@rwbaird.com,,Salesforce
10923899,Inactive Investor,Kellie Coonan,Chief Operating Officer,"NEPC, LLC Boston MA 255 State St",,,Salesforce
9575312,,Nicholas Weissfeld,,,nicholas.weissfeld@lfg.com,,List import
11193364,Inactive Investor,Bertrand Ong,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",randy.ong@wellsfargo.com,,Salesforce
11206456,Inactive Investor,David Morgan,Financial Advisor,Edward Jones Greensboro NC 3824 N Elm St,david.r.morgan@edwardjones.com,,Salesforce
10910066,Inactive Investor,Patrick Gall,Chief Compliance Officer;Managing Principal,Retirement Wealth Solutions LLC,pat@retirews.com,,Salesforce
10759956,Inactive Investor,Suki Lee,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",suki.lee@schwab.com,,Salesforce
10770886,Inactive Investor,Richard Meeks,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",rick.meeks@ml.com,,Salesforce
10696258,,Nancy Spallino,,Willow Creek Wealth Management,nancy@willowcreekwealth.com,,List Import
10874322,Inactive Investor,Devin Schwartz,,"Raymond James Financial Services, Inc. Lees Summit MO 600 SW Jefferson St",devin.schwartz@raymondjames.com,,Salesforce
10859729,Inactive Investor,Suzanne James,,"FBL Marketing Services, LLC Chariton IA 322 Albia Rd",suzanne.james@fblfinancial.com,,Salesforce
10982192,Inactive Investor,Bradley Watson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11018899,Inactive Investor,Donna Colon,,PFS Investments Inc. Greenwood IN 435 E Main St,dcolon@primerica.com,,Salesforce
10874754,Inactive Investor,Madhu Chawla,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,madhu.chawla@primerica.com,,Salesforce
373123,,Tarek Moussa,,[Unknown],tarekmoussa@gmail.com,,source
11127988,Inactive Investor,Emmett Slater,,"Farmers Financial Solutions, LLC Pearland TX 6606 Broadway St",eslater@farmersagent.com,,Salesforce
11201923,Inactive Investor,Xueying Niu,,Citigroup Global Markets Inc.,,,Salesforce
10619127,,Scott Lange,,,scott.lange@morganstanley.com,,List Import
11235416,Inactive Investor,James Patrick,Partner;Senior Wealth Advisor,"Edge Capital Group, LLC Chapel Hill NC 1414 Raleigh Rd",jpatrick@edgecappartners.com,,Salesforce
10761715,Inactive Investor,Kelly McManus,Director;Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,kelly.mcmanus@morganstanley.com,,Salesforce
9609220,,Kalp Parekh,,,kparekh@steadview.com,,List import
10942557,Inactive Investor,Jeffrey Gardiner,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,jeffreygardiner@statefarm.com,,Salesforce
10644179,,Wei Zhang,,,wzhang@nb.com,,List Import
11129649,Inactive Investor,Vincent Mars,Financial Advisor,PNC Investments Sheffield Lake OH 5455 Detroit Rd,vincent.mars@pnc.com,,Salesforce
10766573,Inactive Investor,Andrea Pfeffer,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,andrea.pfeffer@morganstanley.com,,Salesforce
10969094,Inactive Investor,Melissa Hardee,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",melissa.hardee@firstcitizens.com,,Salesforce
11073220,Inactive Investor,Scot Bennett,Owner;President,"SAB Group Financial, P.A Hollywood FL 2751 S Ocean Dr",,,Salesforce
10871586,Inactive Investor,John Peterson,Financial Advisor,Edward Jones Hobe Sound FL 8950 SE Bridge Rd,johnpeterson@edwardjones.com,,Salesforce
9599606,,Karl Wayne Antoine,,,karl.wayne.antoine@gmail.com,,List import
11047947,Inactive Investor,Walter Cotton,,"Avantax Investment Services, Inc. Troy AL 1223 S Brundidge St",,,Salesforce
10770260,Inactive Investor,Kim Shearer,Senior Client Associate,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",kim.shearer@wellsfargoadvisors.com,,Salesforce
198711,,MR.VANNALUCK INJUN,,[Unknown],bkcu66@gmail.com,,source
10791557,Inactive Investor,Kenneth Filreis,,Fidelity Brokerage Services LLC,,,Salesforce
11197344,Inactive Investor,Jerry Stuber,,Ages Financial Services Ltd. Tybee Island GA Private Residence,,,Salesforce
10847633,Inactive Investor,Barbara Million,,"Osaic Wealth, Inc. Knoxville TN 1306 Papermill Pointe Way",,,Salesforce
11044533,Inactive Investor,Javier Saavedra,,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,javier.saavedra@jpmorgan.com,,Salesforce
9608456,,Jeffrey Letzler,,,letzlj@aol.com,,List import
10957058,Inactive Investor,Ruonan Hu,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manhasset NY 240 Plandome Rd",ruonan.hu@ml.com,,Salesforce
10860478,Inactive Investor,Corey Long,Financial Advisor,Edward Jones Independence MO 4200 Little Blue Pkwy,corey.long@edwardjones.com,,Salesforce
10615800,,Keeley Brogan,,,keeley.a.brogan@jpmorgan.com,,List Import
11196600,Inactive Investor,Cathleen Konner,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,cathleen_konner@glic.com,,Salesforce
10611542,,William Healey,Financial Advisor,,william.healey@ml.com,,List Import
11172791,Inactive Investor,Karen Kelhoffer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,karen_kelhoffer@vanguard.com,,Salesforce
10894259,Inactive Investor,Seth Nixon,Member,"Arca Archa, LLC Penllyn PA 1009 Trewellyn Ave",seth@arcaarcha.com,,Salesforce
11118074,Inactive Investor,Marisa Griggs,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",marcy.griggs@stifel.com,,Salesforce
10877022,Inactive Investor,Jonathan Waterman,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Raleigh NC 5104 Bur Oak Cir",jonathan.waterman@equitable.com,,Salesforce
5263444,,tom yut,,,fifite9314@nubotel.com,,Web Form Fillout
10012387,,Ali Rizwan,,,alirizwan6454@gmail.com,,Web form fillout
11111352,Inactive Investor,Gini Pryor,,"FBL Marketing Services, LLC Wichita KS 7804 E Funston St",gini.pryor@fbfs.com,,Salesforce
77329,,Donald Dale,Financial Associate,Thrivent Investment Management Inc.,donald.dale@thrivent.com,605-224-0816,
10802411,Inactive Investor,Mark Ryan,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Boca Raton FL 1801 N Military Trl,mark.s.ryan@morganstanley.com,,Salesforce
10912467,Inactive Investor,Anthony Poe,,LPL Financial LLC West Chester OH 9078 Union Centre Blvd,anthony.poe@lpl.com,,Salesforce
10973866,Inactive Investor,Vy Duong,,J.P. Morgan Securities LLC Katy TX 6810 S Fry Rd,vy.duong@jpmorgan.com,,Salesforce
9625589,,Evan Ersing,,,eersing@gmail.com,,List import
9600737,,Molly Cooper,,,molly@hdwscolorado.com,,List import
9578678,,Joseph Azrack,,,jazrack@safanad.com,,List import
33639,,Robert Roman,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",robert.roman@transamerica.com,520-647-2665,
10873229,Inactive Investor,Kelly Crockett,Senior Client Service Associate,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",kelly.crockett@raymondjames.com,,Salesforce
10824617,Inactive Investor,Linda Morava,Advisor;Partner,"Gresham Partners, LLC",lmorava@greshampartners.com,,Salesforce
11051497,Inactive Investor,Matthew Graham,Wealth Management Advisor,Bay Colony Advisors Ada MI Private Residence,,,Salesforce
9626572,,Przemyslaw Huminiecki,,,huminiecki@gmail.com,,List import
11041488,Inactive Investor,Corey Baker,Financial Advisor,LPL Financial LLC Grand Rapids MI 607 Cascade W Pkwy SE,corey.baker@lpl.com,,Salesforce
11004808,Inactive Investor,William Schwemlein,,LPL Financial LLC Orlando FL 1675 E Buena Vista Dr,william.schwemlein@lpl.com,,Salesforce
353237,,David Wood,Head of Quantitative Research,Brooklyn Investment Group,d@wood.ac,,Event
11124854,Inactive Investor,Randall Brown,Financial Advisor,Edward Jones Bloomfield IN 200 E Main St,randall.brown@edwardjones.com,,Salesforce
11264716,Inactive Investor,Mark Cecchini,"Director, Wealth Solutions","Quadrant Private Wealth Management, LLC Bethlehem PA 2 W Market St",mcecchini@quadcapco.com,(610) 849-2740,Salesforce
9558436,,Joseph Burns,,,joedburns@yahoo.com,,List import
10611184,,Allan Linke,"Business Financial Advisor, Senior Financial Advisor, Senior Vice President",,allan_linke@ml.com,,List Import
11059968,Inactive Investor,Robert Shay,Financial Advisor,"TFB Advisors, LLC",bobs@tfbusa.com,,Salesforce
352933,,Robert Seidenschwann,Investment Specialist,Bank of Sharjah,robert.seidenschwann@bankofsharjah.com,,Event
10658397,,Richard Orr,,,rickorr@ausdal.com,,List Import
233062,, -,,[[Unknown]],georges434@rsnet.org,,
10957614,Inactive Investor,Wesley Salao,,"Parkland Securities, LLC Rancho Cucamonga CA Private Residence",wsalao@parklandrep.com,,Salesforce
238720,,ccremia@aol.com Cremia,,[Unknown],ccremia@aol.com,,
11015861,Inactive Investor,Gavin Filasek,Financial Advisor;Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",gavin.filasek@nm.com,,Salesforce
11029617,Inactive Investor,Yousif Munsor,,"Wells Fargo Clearing Services, LLC San Diego CA 4649 Carmel Mountain Rd",joey.helo@wellsfargo.com,,Salesforce
10646299,,Philip DeVargas,,,phil.devargas@lpl.com,,List Import
11078855,Inactive Investor,Michael Newsome,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 180 Interstate SE North Pkwy W",michael.newsome@wellsfargoadvisors.com,,Salesforce
223102,,Ralph Ferrell,,Retired,rdrf102452@aol.com,972 758 4466,
11186658,Inactive Investor,Christopher Crail,Regional Leader,PFS Investments Inc. Ambler PA 1012 N Bethlehem Pike,christopher.crail@primerica.com,,Salesforce
11237891,Inactive Investor,Gwendolyn Taylor,,Stern Brothers & Co.,gtaylor@sternbrothers.com,,Salesforce
11072448,Inactive Investor,Jeffrey McCormack,Financial Advisor,Savant Wealth Management Birmingham AL 101 25th St N,jmccormack@savantwealth.com,,Salesforce
11193222,Inactive Investor,David Debellis,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",david.debellis@equitable.com,,Salesforce
11167668,Inactive Investor,Scott Shawaker,,The Huntington Investment Company Chicago IL 222 N La Salle St,,,Salesforce
10925681,Inactive Investor,Thomas Costantiello,,"Osaic Wealth, Inc. Columbus OH 400 W Wilson Bridge Rd",,,Salesforce
233596,, -,,[[Unknown]],parseito@pm.me,,
9566653,,Rainer Preuss,,,preuss.panama@gmail.com,,List import
9614780,,Anna Olifer,,,anna@snowball.money,,List import
10779767,Inactive Investor,Kelli Jensen,Senior Registered Associate,D.A. Davidson & Co. Pocatello ID 275 S 5th Ave,kajensen@dadco.com,,Salesforce
9558750,,Stormy Joiner,,,stormyjoiner07@gmail.com,,List import
220880,,Majid Soleymani,,[Unknown],mssardoo@gmail.com,,Direct
9551422,,Robert Greebel,,,rgreebel@dkpartners.com,,List import
11162800,Inactive Investor,Robert Glass,Premier Banker,"Wells Fargo Clearing Services, LLC Birmingham AL 2527 John Hawkins Pkwy",robert.glass2@wellsfargo.com,,Salesforce
11148952,Inactive Investor,Diana Suffern,,Thrivent Investment Management Inc. Lacombe LA 28661 Krentel Rd,diana.suffern@thrivent.com,,Salesforce
10783960,Inactive Investor,Ryan Bartlett,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,ryan.bartlett@fidelity.com,,Salesforce
10915185,Inactive Investor,Andrew Baillie,,"Osaic Wealth, Inc. Suffolk VA Private Residence",,,Salesforce
9563454,,Ronald Holmes,,,rholmes@calton.com,,List import
239076,,jonathan cobb,,United States,mlife0074@gmail.com,,
244791,,Jud Mackrill,Cofounder & CEO,Milemarker,jud@milemarker.co,,Manual List Upload
11031588,Inactive Investor,Andres Sanchez Quiroz,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",asquiroz@firstcommand.com,,Salesforce
11230841,Inactive Investor,Walter March,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11166166,Inactive Investor,Ryan Brennan,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,ryan.brennan@fmr.com,,Salesforce
10799275,Inactive Investor,Samuel Lupica,,LPL Financial LLC Akron OH 291 N Cleveland Massillon Rd,samuel.lupica@lpl.com,,Salesforce
11000623,Inactive Investor,James Brunner,,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",james.brunner@nm.com,,Salesforce
339785,,Robert Heimann,Vice President,Rc Capital,rheimann@rccf.com,513-621-9700,Manual List Upload
10863454,Inactive Investor,Benjamin Kiflom,,Goldman Sachs & Co.,,,Salesforce
11047603,Inactive Investor,Jason Bailey,Branch Manager;Complex Director;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS Private Residence",jason.l.bailey@ampf.com,,Salesforce
11003313,Inactive Investor,Giovanni Serrano,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11065113,Inactive Investor,Tanyka Brown,,PFS Investments Inc. Cleveland OH 679 Alpha Dr,tanyka.brown@primerica.com,,Salesforce
9572348,,Samuel Teye Hogah,,,samuelhogah6@gmail.com,,List import
11043379,Inactive Investor,Brenda Ford,President,"CTF Financial Services, Inc.",,,Salesforce
11035149,Inactive Investor,Michael Bisbee,Chief Compliance Officer;President,Enduro Financial,michael@endurofinancial.com,,Salesforce
11157007,Inactive Investor,Mark Allen,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Member,"Allen Capital Group, LLC",mark@allencapgroup.com,,Salesforce
10859358,Inactive Investor,Stephen Mattar,,Sigma Financial Corporation Troy MI 5750 New King Dr,,,Salesforce
10752478,Inactive Investor,Timothy Lally,Financial Advisor,Robert W. Baird & Co. Incorporated Cumming GA Private Residence,,,Salesforce
11234301,Inactive Investor,James Byars,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
9554019,,Ed Martinson -,,,emartin3@maine.rr.com,,List import
10804286,Inactive Investor,Danny Kim,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Los Angeles CA 444 S Flower St,danny.kim@morganstanley.com,,Salesforce
75147,,Edgar Allison,,"Royal Alliance Associates, Inc.",eallison@royalaa.com,,
368216,,Walter Mundell,Investor,,wmundell@gmail.com,,Webinar
11075407,Inactive Investor,Andrew Martelly,Financial Advisor,"Citizens Securities, Inc. Warren RI 521 Main St",andrew.martelly@citizenssecurities.com,,Salesforce
11141730,Inactive Investor,Ryan Hannam,,L.M. Kohn & Company Cedar Falls IA 209 Franklin St,,,Salesforce
10794598,Inactive Investor,Timothy Baltzer,,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 315 Manitoba Ave",tim.baltzer@wellsfargoadvisors.com,,Salesforce
5020165,,kang nha,,,dobivo9678@invodua.com,,Web Form Fillout
10977829,Inactive Investor,Kylie Sargeant,Associate,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
10918616,Inactive Investor,Raj Bhansaly,,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",rbhansaly@financialguide.com,,Salesforce
11220343,,Patrick Maher,,,patrick.maher@allworthfinancial.com,,Other
336400,,Bernie Manard,Managing Member,"Qvg, Llc",bernie@qvgrank.com,888-576-4646,Manual List Upload
9570617,,Ted Detmer,,,tdetmer@hgvoracapital.com,,List import
9589521,,Ruben Vazquez,,,rlvazquez@comcast.net,,List import
11189199,Inactive Investor,Nickolas Motto,Private Client Advisor,J.P. Morgan Securities LLC Leawood KS 4700 W 119th St,nickolas.f.motto@jpmorgan.com,,Salesforce
10792065,Inactive Investor,John Fetherston,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Montvale NJ 200 Market St,jfetherston@janney.com,,Salesforce
10644286,,Kimberly Thompson,,,kimberly.irving@morganstanley.com,,List Import
10645961,,Marcus Mols,,,marcus.mols@nm.com,,List Import
11201638,Inactive Investor,Stephen Sterling,Financial Advisor,Edward Jones Maumee OH 1745 Indian Wood Cir,stephen.sterling@edwardjones.com,,Salesforce
10843984,Inactive Investor,Peter Giancola,,State Farm VP Management Corp. Wayzata MN 18160 Minnetonka Blvd,pete.giancola.cita@statefarm.com,,Salesforce
11151535,Inactive Investor,Anthony Antinori,,Fidelity Brokerage Services LLC Nanuet NY 2142 Fashion Dr,anthony.antinori@fidelity.com,,Salesforce
10991615,Inactive Investor,Erin Rock David,,Vanguard Marketing Corporation,erin_rock@vanguard.com,,Salesforce
10909041,Inactive Investor,David Whitson,,"Western International Securities, Inc. Newport Beach CA 660 Newport Center Dr",,,Salesforce
102991,,John Grande,,"Grande Finsncial Services, Inc.",jjgrande007@gmail.com,(908) 489-5042,
9570935,,Bogdan Cosmaciuc,,,bcosmaciuc@senatorlp.com,,List import
9577909,,James Raimondo,,,jr@ancora.net,,List import
9571023,,Miguel Salazar,,,miguel.salazar@fidelity.com,,List import
11177550,Inactive Investor,Brian Keenan,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Keenan Financial,brian@keenanfinancial.com,,Salesforce
10839481,Inactive Investor,Deforest Johnson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",deforest.johnson@ampf.com,,Salesforce
10510028,,Jack Eisenreich,Director of Index Development,VettaFi,jack.eisenreich@vettafi.com,,List Import
10922900,Inactive Investor,Alexander Bencini,Financial Advisor,LPL Financial LLC Buffalo NY 6790 Main St,alex.bencini@lpl.com,,Salesforce
9558978,,Aryaditya Hate,,,hatearyan@gmail.com,,List import
11008920,Inactive Investor,Sullivan Donahue,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,sullivan.donahue@altruist.com,,Salesforce
11020144,Inactive Investor,Kevin McCrorie,,J.P. Morgan Securities LLC Lewis Center OH 8681 Columbus Pike,,,Salesforce
10844018,Inactive Investor,Eric Wallace,,"Raymond James Financial Services, Inc. Salt Lake City UT 6405 S 3000 E",eric.wallace@raymondjames.com,,Salesforce
11136879,Inactive Investor,William Walters,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",wwalters@tiaa-cref.org,,Salesforce
9635776,,Chris Price,,,chris.price@investecmail.com,,List import
9564619,,Robert Hill,,,hobbybill@me.com,,List import
10985862,Inactive Investor,Monica Kaplan,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10799368,Inactive Investor,Bernie Townes,First Vice President - Wealth Management,Janney Montgomery Scott LLC Melville NY 395 N Service Rd,,,Salesforce
10931109,Inactive Investor,Tommy Chen,,"Northwestern Mutual Investment Services, LLC New York NY 1 Battery Park Plz",tommy.chen@nm.com,,Salesforce
11086440,Inactive Investor,Crystal Brown,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",,,Salesforce
11075857,Inactive Investor,Anthony Taylor,,NYLIFE Securities LLC Sandy UT 150 W Civic Center Dr,ajtaylor@ft.newyorklife.com,,Salesforce
11046398,Inactive Investor,Sreeka Adusumilli,,Jefferies LLC,sadusumilli@jefferies.com,,Salesforce
11030487,Inactive Investor,Daniel Krause,,"Verity Investments, Inc. Oakdale CA 213 S Sierra Ave",dkrause@verityinvest.com,,Salesforce
11207783,Inactive Investor,Mary Adkins,Senior Client Service Associate;Team Administrator,UBS Financial Services Inc. Knoxville TN 800 S Gay St,mary.adkins@ubs.com,,Salesforce
11019950,Inactive Investor,Brock Flickinger,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",brock.flickinger@nm.com,,Salesforce
9587826,,THUY AN DOAN,,,doanthuyan91@yahoo.com,,List import
7107529,,Heidi Loser,,,heintzlandyg@hotmail.com,,Web Form Fillout
1001744,Inactive Investor,Charles Wyman,Managing Director & Principal,Seven Post Investment Office,charlie.wyman@sevenpost.com, +1 415 341 9180,
10856922,Inactive Investor,Kyle Danford,Financial Advisor;Vice President,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",kyle.danford@rbc.com,,Salesforce
10986384,Inactive Investor,Ian Cole,Senior Wealth Advisor,"The Colony Group, LLC",icole@thecolonygroup.com,,Salesforce
9614923,,Ge Yang,,,yangttfcorp@yahoo.com,,List import
9606735,,Ville Oehman,,,ville@cryptofund.ky,,List import
10828857,Inactive Investor,Tiow Chan,Member;Senior Partner;Vice President,Everest Financial Group,dchan@everestfg.us,,Salesforce
342484,,Reba Davis,Senior Financial Planner,Sym Financial Advisors,rdavis@sym.com,800-888-7968,Manual List Upload
9622483,,Anishkumar U P,,,anishkumar1@gmail.com,,List import
9632666,,Jeff Moore,,,jmoore@steadfast.com,,List import
10986279,Inactive Investor,Philip Teders,,"U.S. Bancorp Investments, Inc. Upland CA 20 E Foothill Blvd",,,Salesforce
9595544,,Ray Wolson,,,raymond.wolson@sbcglobal.net,,List import
9564479,,Ed Hecker,,,ed.hecker@stifel.com,,List import
11013245,Inactive Investor,Antony Harrison,,Thrivent Investment Management Inc.,antony.harrison@thrivent.com,,Salesforce
11043077,Inactive Investor,Ofir Maman,Wealth Planner,LPL Financial LLC Philadelphia PA 1900 Market St,ofir.maman@lpl.com,,Salesforce
11062978,Inactive Investor,Julie Murphy,Financial Advisor,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
11024335,Inactive Investor,Hope Moss,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10867784,Inactive Investor,Margarita Vazquez,Regional Vice President,PFS Investments Inc. Milton FL 5205 Dogwood Dr,margarita.vazquez@primerica.com,,Salesforce
10921417,Inactive Investor,Carla Adams,Chief Compliance Officer;Financial Advisor;Founder,Ametrine Wealth,,,Salesforce
10657219,,Daniel Weber,,,weberd@stifel.com,,List Import
10871954,Inactive Investor,Kirsten Gillen,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",kirsten.cornille@nm.com,,Salesforce
10841868,Inactive Investor,Paul Matheson,Associate,Thrivent Investment Management Inc. Muskego WI W188S7820 Racine Ave,paul.matheson@thrivent.com,,Salesforce
10617089,,William Sheehan,,,william.sheehan@ampf.com,,List Import
10770861,Inactive Investor,Jason Pasquinelli,,"RBC Capital Markets, LLC Chicago IL 227 W Monroe St",jason.pasquinelli@rbc.com,,Salesforce
227238,, -,,[[Unknown]],linn.sasha86@gmail.com,,Advertising
9583815,,Susan Michel,,,smichel@gleneagleadv.com,,List import
10774666,Inactive Investor,Jennifer Fletcher,,"Stifel, Nicolaus & Company, Incorporated Wausau WI 1 Corporate Dr",,,Salesforce
10974202,Inactive Investor,Floyd Szurek,,"Farmers Financial Solutions, LLC Arlington TX 2614 W Arkansas Ln",,,Salesforce
350428,,Benjamin Holtz,Senior Analyst,Kynikos Associates LP,bholtz@kynikos.com,1-212-649-0200,Initial Salesforce Import
9560545,,Brian Samet,,,brian.samet@nfp.com,,List import
11048380,Inactive Investor,Gina Harbison,Retirement Consultant,Robert W. Baird & Co. Incorporated Pittsburgh PA 650 Smithfield St,,,Salesforce
9583489,,Luisa Nemati,,,luisa.nemati@weaver.com,,List import
11072132,Inactive Investor,Louis Fenoglio,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Lafayette IN 415 Columbia St,louis.fenoglio@morganstanley.com,,Salesforce
10757479,Inactive Investor,Gary Padussis,,Cetera Advisors LLC Owings Mills MD 11419 Cronridge Dr,gary.padussis@ceteraadvisors.com,,Salesforce
9645733,,seongjoo kim,,,caminante@naver.com,,List import
11007610,Inactive Investor,Ashley Brooks,,"Farmers Financial Solutions, LLC Redwood City CA 1725 Woodside Rd",abrooks1@farmersagent.com,,Salesforce
10851448,Inactive Investor,Christopher Kmetz,,"Cambridge Investment Research, Inc. Orlando FL 12954 Tanja King Blvd",,,Salesforce
209528,,Dustin Sventy,,[Unknown],dsventy@gmail.com,,Other
11092824,Inactive Investor,Kerry Liles,,"Allstate Financial Services, LLC Denver CO 2955 Wyandot St",kliles@allstate.com,,Salesforce
11201499,Inactive Investor,William Sanders,,PFS Investments Inc. Lexington KY 2401 Regency Rd,william.sanders@primerica.com,,Salesforce
118376,,Jeevan Ghule,,[Unknown],jeevan.ghule89@gmail.com,,
9560847,,Rebecca McLean,,,rebecca.mclean@53.com,,List import
10742101,,Kyle Scott,,,ksco756@gmail.com,,Web Form Fillout
11235083,Inactive Investor,Albert Davis,Tax Manager,"The Colony Group, LLC Asheville NC 111 Central Ave",,,Salesforce
11071619,Inactive Investor,Christopher Ward,,"Calton & Associates, Inc. Pickens SC 269 Ann St",cward@calton.com,,Salesforce
218719,,Maunda Land,,[Unknown],maunda.g.land@gmail.com,,
11121387,Inactive Investor,Louise Alberts,,"Northwestern Mutual Investment Services, LLC Lapeer MI 800 West St",,,Salesforce
10879014,Inactive Investor,Lauran D'Agostino,,J.P. Morgan Securities LLC Patchogue NY 499 Sunrise Hwy W,lauran.m.dagostino@jpmorgan.com,,Salesforce
161679,,Sitaram Agarwal,,[Unknown],agarwalram33@gmail.com,,Organic Search
9640505,,bruce leonard,,,bruceb829@yahoo.com,,List import
10820340,Inactive Investor,Richard Freedman,Senior Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,richard.freedman@ubs.com,,Salesforce
11082270,Inactive Investor,Marylinda Panasko,,PFS Investments Inc. Carnegie PA 102 Broadway St,marylinda.panasko@primerica.com,,Salesforce
10876431,Inactive Investor,Matthew Taylor,Financial Advisor,Thrivent Investment Management Inc. Rogers AR 8 Halsted Cir,matthew.taylor@thrivent.com,,Salesforce
10868852,Inactive Investor,Thomas Palazzo,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC McLean VA 1676 International Dr",thomas.palazzo@wfafinet.com,,Salesforce
10648201,,James Etten,,,jim.etten@crawealth.com,,List Import
9632198,,Rushi Trivedi,,,rushiguruji@gmail.com,,List import
10884250,Inactive Investor,Jonathan Briggs,Chief Compliance Officer;Managing Member;President,"BRIA Capital Group, LLC",,,Salesforce
11202376,Inactive Investor,Victor Candelaria-Perez,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,vcandelariaperez@primerica.com,,Salesforce
11120419,Inactive Investor,Steven Domsky,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chicago IL 1327 W Washington Blvd",steve.domsky@nm.com,,Salesforce
11208960,Inactive Investor,Handelman Zachary,Member,Meyer Handelman Company LLC Rye Brook NY 800 Westchester Ave,,,Salesforce
10827024,Inactive Investor,Susan Friedrich,Financial Advisor,Edward Jones Londonderry NH 1 Verani Way,susan.friedrich@edwardjones.com,,Salesforce
10912846,Inactive Investor,Brian Breitenstein,Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,brian.t.breitenstein@ubs.com,,Salesforce
10975760,Inactive Investor,Fu Lin,,Cetera Investment Services LLC Rowland Heights CA 17432 Colima Rd,,,Salesforce
11180283,Inactive Investor,Jack Knuttila,,The Huntington Investment Company Columbus OH 1600 Bethel Rd,,,Salesforce
11083405,Inactive Investor,Kenneth Chiu,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
11007905,Inactive Investor,Daniel Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10996784,Inactive Investor,David Brown,,LPL Financial LLC Rome NY 1916 Black River Blvd N,david.brown2@lpl.com,,Salesforce
206693,,Adam Verchinski,Vice President - Senior Relationship Manager,Pershing,adam.verchinski@pershing.com,,Organic Search
157475,,Kevin Fou,,[Unknown],kvl251@gmail.com,,Other
10845662,Inactive Investor,Daniel Cavagnaro,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Lake Oswego OR 5000 Meadows Rd,daniel.cavagnaro@opco.com,,Salesforce
10970350,Inactive Investor,Mark Dehaan,Preferred Relationship Manager;Program Specialist,"Fifth Third Securities, Inc. Highland IN 2203 45th St",mark.dehaan@53.com,,Salesforce
10849700,Inactive Investor,Mark Ruggiero,Financial Advisor;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,mark.ruggiero@morganstanley.com,,Salesforce
10924825,Inactive Investor,Michael Webb,,"Csenge Advisory Group, LLC Chattanooga TN 200 W Mlk Blvd",,,Salesforce
10987850,Inactive Investor,Radoslaw Krzywdzinski,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,radoslaw.krzywdzinski@primerica.com,,Salesforce
11064426,Inactive Investor,Todd Walker,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley Springfield MA 1500 Main St,todd.v.walker@morganstanley.com,,Salesforce
10817078,Inactive Investor,Cody Sanchez,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
9556677,,thanh dong,,,thanhdong0727@gmail.com,,List import
9561878,,Evan Bender,,,evan.bender@reblaze.com,,List import
11033121,Inactive Investor,Cynthia Motiff,Senior Financial Associate,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",cindy.motiff@rbc.com,,Salesforce
11222291,,Gerard Milligan,,,gerard.milligan@instinet.com,,List Import
11154618,Inactive Investor,Jeffrey Kolp,,State Farm VP Management Corp. Indianapolis IN 3951 N Meridian St,,,Salesforce
9559686,,Thomas Eastman,,,ceastman@bamadvisor.com,,List import
9916464,,David McFarland,,,surplushyd@yahoo.com,,Web Form Fillout
10947303,Inactive Investor,Nazir Samadyar,Premier Banker,"Wells Fargo Clearing Services, LLC Houston TX 6801 Buffalo Speedway",,,Salesforce
11101576,Inactive Investor,Steven Pierce,Investment Advisor;Manager,"Oakmont Financial Services, L.L.C.",spierce@oakmontfinancial.com,,Salesforce
10612230,,Francis Chimenti,Financial Advisor,,francis.chimenti@opco.com,,List Import
11080620,Inactive Investor,Thomas Shopa,,"Equitable Advisors, LLC Wilmington DE 3 Mill Rd",thomas.shopa@equitable.com,,Salesforce
11032169,Inactive Investor,Evion Harris,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,eharris@primerica.com,,Salesforce
11059220,Inactive Investor,Lynn Funk,,"Cambridge Investment Research, Inc. Galax VA 411 N Main St",,,Salesforce
9647846,,Paul Pangburn,Advisor Compliance Legal Owner,Gibson Financial Solutions,paulejpangburn@gibsongfs.com,2076679993,List import
9640581,,Erickson Shirley,,,ericksonshirley@me.com,,List import
10839250,Inactive Investor,Michael Fuller,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",michael.fuller@schwab.com,,Salesforce
10981487,Inactive Investor,Micky Kim-Cowger,Manager;Regional Banking Associate,"Charles Schwab & Co., Inc. Johns Creek GA Private Residence",,,Salesforce
10869382,Inactive Investor,Scott Ast,,"Raymond James Financial Services, Inc. Kailua Kona HI 75-1000 Henry St",scott.ast@raymondjames.com,,Salesforce
10612692,,Robert Freireich,Financial Advisor,,robert.freireich@lpl.com,,List Import
10975304,Inactive Investor,Ayesha Monserrate,,J.P. Morgan Securities LLC Naperville IL 4911 S Rte 59,ayesha.m.monserrate@jpmorgan.com,,Salesforce
211067,,Zoran Dameski,,None,truleader@gmail.com,,Direct
10925486,Inactive Investor,Heather Bowman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",heather.bowman@ml.com,,Salesforce
10957300,Inactive Investor,Cameron Leadbetter,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9635349,,Adrian Tocklin,,,atocklin@thrivent.com,,List import
11089881,Inactive Investor,Kenneth Drekou,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9601940,,Scott Dooley,,,sdooley@bukaty.com,,List import
10659680,,John Karakourtis,,,john.karakourtis@equitable.com,,List Import
10803896,Inactive Investor,Warren Wimmer,Analyst - Energy and Banking;Member;Owner,Wimmer Associates LLC,w.wimmer@wimmerassociates.com,,Salesforce
9620701,,Duc Thuan Tran,,,ducthuan.ctxh@gmail.com,,List import
11085943,Inactive Investor,Amanda Vizcarra,,Cetera Advisor Networks LLC,bertrama@ceteranetworks.com,,Salesforce
238302,,artiebearpa@gmail.com Nespor,,[Unknown],artiebearpa@gmail.com,,Paid Search
10980801,Inactive Investor,Joshua Johnson-Journet,,"Raymond James Financial Services, Inc. Boynton Beach FL 8788 Boynton Beach Blvd",joshua.johnsonjournet@raymondjames.com,,Salesforce
10925210,Inactive Investor,Kamille Larrabee,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9622424,,Paul Barron,,,paul@revernetworks.com,,List import
10838730,Inactive Investor,Delbert Mearse,,NYLIFE Securities LLC Raymond CA Private Residence,dmearse@ft.newyorklife.com,,Salesforce
11109202,Inactive Investor,Jacob Borders,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jacob_borders@vanguard.com,,Salesforce
196838,,Perle Sand,Investment Research Analyst,Pathstone,perle.sand.dk@gmail.com,,
234885,, -,,[[Unknown]],cea313.vba@gmail.com,,Paid Search
11104776,Inactive Investor,Judy Barbot,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Williston ND 322 Main St",barbotj@stifel.com,,Salesforce
11232291,Inactive Investor,Mary Ruddy,,"Empower Financial Services, Inc",mary.ruddy@empower.com,,Salesforce
11233391,Inactive Investor,Holden Kerns,,"First Command Brokerage Services, Inc. Cheyenne WY 137 Kornegay Ct",hkerns@firstcommand.com,,Salesforce
9643925,,mike franklin,,,michael.franklin@pesmail.com,,List import
10969203,Inactive Investor,Anabella Marin Ortega,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,a.marinortega21stt@primerica.com,,Salesforce
10958673,Inactive Investor,Brian Ociepka,,J.P. Morgan Securities LLC St. John IN 9600 Wicker Ave,brian.j.ociepka@chase.com,,Salesforce
10950605,Inactive Investor,Valorie Bonisese,,Cetera Investment Services LLC Hellertown PA Private Residence,,,Salesforce
9646543,,Gaith Malkawi,,,gmalka@hotmail.com,,List import
10972031,Inactive Investor,Christopher Zelaya,,J.P. Morgan Securities LLC New York NY 277 Park Ave,christopher.zelaya@jpmorgan.com,,Salesforce
11063931,Inactive Investor,Nicholas Faria,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
10917694,Inactive Investor,Christopher Demma,,Demma-Novak Wealth Management,christopher@demmanovak.com,,Salesforce
11232069,Inactive Investor,Abishek Eagala,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
564,,,,,brianjones250@yahoo.com,,
245340,,David John,Strider Funds,Strider Funds,jdavidjohn@gmail.com,,Manual List Upload
11007868,Inactive Investor,Antwon Ross,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9553522,,Jason Brown,,,wubwus@gmail.com,,List import
9557865,,Michael Coleman,,,michael.coleman@53.com,,List import
11002858,Inactive Investor,Aubree James,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
10789337,Inactive Investor,Michael Wertheim,,"Kestra Investment Services, LLC Smithtown NY 51 E Main St",mwertheim@msfg.info,,Salesforce
10805951,Inactive Investor,Nicholas Palmer,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",,,Salesforce
10791785,Inactive Investor,Corey Aschenbach,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",corey.aschenbach@wellsfargo.com,,Salesforce
10882618,Inactive Investor,Emanuele Gulino,Investment Advisor Representative,"Osaic Wealth, Inc. Miami FL 7721 SW 62nd Ave",egulino@royalallianceadvisors.com,,Salesforce
10999358,Inactive Investor,Enrique Solano,,"Raymond James Financial Services, Inc. Valencia CA 27951 Smyth Dr",enrique.solano@raymondjames.com,,Salesforce
370722,,Gus David Oppermann,,United States,gdo@wom-law.com,,Salesforce
9608768,,Paul Karl,,,mr.karl.paul@gmail.com,,List import
11089105,Inactive Investor,Richard Blonstein,Owner;Principal,"Broad Wealth Management, Inc.",,,Salesforce
11075848,Inactive Investor,Arturo Nesbitt,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,ajnesbitt@ft.newyorklife.com,,Salesforce
339967,,Peter Scruggs,Managing Member,"Scruggs Advisors, Llc",pscruggs@scruggsadvisors.com,360-687-2288,Manual List Upload
10807948,Inactive Investor,Christopher Meek,Financial Advisor,Edward Jones Lebanon OR 190 Park St,christopher.meek@edwardjones.com,,Salesforce
10784784,Inactive Investor,Daniel Makin,Assistant Compliance Officer;Financial Advisor;Regulatory Contact,Professional Planning Group,dmakin@ppgadvisors.com,,Salesforce
10947970,Inactive Investor,Joseph Larsen,President;Vice President,"Joseph M. Larsen, C.P.A., P.C.",,,Salesforce
10864899,Inactive Investor,Matthew Junkins,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",matthew.junkins@wellsfargoadvisors.com,,Salesforce
10487150,,Jaime Ablaza,"Financial Consultant, Financial Professional","Equitable Advisors, LLC",jaime.ablaza@equitable.com,,List Import
9574669,,Terry Jacobs,,,tsteverson2727@gmail.com,,List import
10761741,Inactive Investor,Michael O'Brien,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,michael.obrien@gs.com,,Salesforce
10934143,Inactive Investor,Stanley Dickson,Member;Partner,Trowbridge Capital Partners LLC.,,,Salesforce
10799072,Inactive Investor,Anthony Sardo,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",anthony.sardo@rbc.com,,Salesforce
11182364,Inactive Investor,Andrew Murphy,Chief Compliance Officer;Portfolio Manager,Broadlake Financial Management,amurphy@broadlakefinancial.com,,Salesforce
11164173,Inactive Investor,John Goblet,Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,john.goblet@lpl.com,,Salesforce
9614952,,Trevor Yeranian,,,trevoryeranian@gmail.com,,List import
184194,,Justin Bailey,"Regional Vice President, Vice President",Fidelity Personal and Workplace Advisors,justin.bailey@fidelity.com,,
11072705,Inactive Investor,Mercedes Olvera,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9625800,,Abdel Abdel,,,azemouri@yahoo.fr,,List import
11084141,Inactive Investor,Jonathan Cox,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,john.cox@morganstanley.com,,Salesforce
10910417,Inactive Investor,Russell Stuart,Financial Advisor,Edward Jones Satellite Beach FL 1924 S Patrick Dr,rusty.stuart@edwardjones.com,,Salesforce
10795158,Inactive Investor,Christopher Russo,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,christopher.russo@fidelity.com,,Salesforce
9616175,,Rich Wuchte,Director of Sales,EdgarAgents,rwuchte@edgaragents.com,,List import
10935033,Inactive Investor,Brandon Drespling,Chief Compliance Officer;Investment Advisor Representative;President,Triumph Capital Management,brandond@triumphcapitalmanagement.com,,Salesforce
10850726,Inactive Investor,Christopher Caruso,Associate,Neuberger Berman BD LLC,christopher.caruso@nb.com,,Salesforce
10778754,Inactive Investor,Susan Kaupie,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",susan.kaupie@ml.com,,Salesforce
1001030,Inactive Investor,Matt Collier,,Equity Trust,m.collier@equityinstitutional.com,888 382 4727 x7245,
118954,,Jason Tkach,Senior Portfolio Manager,Kendall Capital Management,jtkach@kendallcapital.com,301-838-9110,Manual List Upload
11130773,Inactive Investor,Alfalynne Largo,,J.P. Morgan Securities LLC Mount Shasta CA 168 Morgan Way,alfalynne.largo@chase.com,,Salesforce
9590891,,Brian Franc,,,brian.franc@nxtcapital.com,,List import
11208336,Inactive Investor,William Downes,Managing Member;Managing Partner,"Valleywood Capital Group, LLC",,,Salesforce
10657437,,George Kuzmickas,,,george.kuzmickas@primerica.com,,List Import
11234539,Inactive Investor,Eric Dworznik,,Key Investment Services LLC,,,Salesforce
11196598,Inactive Investor,Jacob Safrin,Financial Advisor,Park Avenue Securities LLC Pomona NY 1507 Rte 202,jacob_safrin@glic.com,,Salesforce
370761,,Yan Xia,,United States,yanc1@hotmail.com,,Salesforce
9552160,,Matt Kirchner,,,matthewajkirchner@gmail.com,,List import
11120049,Inactive Investor,Lisa Rein,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX Private Residence",lisa.a.rein@ampf.com,,Salesforce
7887342,,Pritpal Shokar,,,pritpal.shokar@gmail.com,,Web Form Fillout
10915593,Inactive Investor,Ismael Castro,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 8501 W Pico Blvd",ismael.castro@ml.com,,Salesforce
11176576,Inactive Investor,Ryan Robertson,Financial Advisor,Edward Jones Richmond VA 2235 Staples Mill Rd,ryan.robertson@edwardjones.com,,Salesforce
11027649,Inactive Investor,Erica Dumpel,,"The Strategic Financial Alliance, Inc. Norcross GA Private Residence",edumpel@thesfa.net,,Salesforce
9617343,,Amin Naj,,,aminkk87@gmail.com,,List import
9579331,,Paul Saifi,,,saifi.paul@principal.com,,List import
1004221,Inactive Investor,James Cantwell,,James Cantwell,james@versoftconsulting.com,,3rd Party Lead Gen
10977349,Inactive Investor,Ronnie Mejia,Investment Advisor Representative,"Horter Investment Management, LLC Yorba Linda CA Private Residence",,,Salesforce
10893937,Inactive Investor,Anthony Salerno,,"Ameriprise Financial Services, LLC Osterville MA 1284 Main St",anthony.salerno@ampf.com,,Salesforce
10510220,,Derek Devens,"Managing Director, Portfolio Manager",Neuberger Berman,derek.devens@nb.com,,List Import
11065890,Inactive Investor,Trent Baker,,Morgan Stanley Columbus OH 4449 Easton Way,trent.r.baker@morganstanley.com,,Salesforce
10752836,Inactive Investor,Andrew Blake,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 7545 Ashworth Rd",andrew.d.blake@ml.com,,Salesforce
9601149,,Elizabeth Menchaca,,,elizabeth.menchaca@kestrafinancial.com,,List import
10877128,Inactive Investor,Donna Martel-Downing,Chief Compliance Officer,"Brave Warrior Advisors, LLC",,,Salesforce
10789599,Inactive Investor,Jessica Procaccini,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,jessica.procaccini@fidelity.com,,Salesforce
11170806,Inactive Investor,Hector Santamaria,,Morgan Stanley Denver CO 1550 Market St,,,Salesforce
10825066,Inactive Investor,Benjamin Cake,Financial Advisor;Vice President,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,bcake@janney.com,,Salesforce
11013541,Inactive Investor,Michael Linke,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,mlinke@ft.newyorklife.com,,Salesforce
9611919,,Anthony Falkowski,,,falkowskianthony@gmail.com,,List import
10851774,Inactive Investor,Vanessa Rose-Voge,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,vanessa.rose-voge@jpmorgan.com,,Salesforce
10982515,Inactive Investor,Rene Sun,,J.P. Morgan Securities LLC New York NY 1260 Broadway,rene.sun@chase.com,,Salesforce
10928259,Inactive Investor,Daniel Belay,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,danielbelay@statefarm.com,,Salesforce
11070498,Inactive Investor,Daniel Nielsen,,LPL Financial LLC Winterset IA 223 E Court Ave,d.nielsen@lpl.com,,Salesforce
10832944,Inactive Investor,Nicholas Bryant,Financial Advisor;Managing Director;Wealth Management Advisor,"Ameriprise Financial Services, LLC Akron OH 3333 Massillon Rd",nicholas.bryant@ampf.com,,Salesforce
10824855,Inactive Investor,Patricia Everett,Financial Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 314 Middle St",patricia.g.everett@ampf.com,,Salesforce
10950149,Inactive Investor,Caprice Collins,,"Avantax Investment Services, Inc. Inglewood CA 3330 W Manchester Blvd",,,Salesforce
11232233,Inactive Investor,Dave Deerr,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,daveanthonydeerr@primerica.com,,Salesforce
10510058,,Eric Cott,Publisher,Charter Financial Publishing Network,eric.cott@fa-mag.com,,List Import
11151153,Inactive Investor,James Agrusa,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Hill CA 101 Gregory Ln",james.w.agrusa@ampf.com,,Salesforce
10910161,Inactive Investor,Christopher Jacobs,,"Cambridge Investment Research, Inc. Saint Charles MO 2085 Bluestone Dr",,,Salesforce
10949886,Inactive Investor,Xiangxiang Zhang,,J.P. Morgan Securities LLC San Jose CA 4055 Evergreen Village Sq,xiangxiang.zhang@chase.com,,Salesforce
226281,, -,,[[Unknown]],trinen@mindspring.com,,Initial Salesforce Import
10788944,Inactive Investor,John Dana,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,john.s.dana@jpmorgan.com,,Salesforce
10796132,Inactive Investor,Mary Grimming,Client Service Associate,Morgan Stanley Marlton NJ 303 Lippincott Dr,mary.grimming@morganstanley.com,,Salesforce
11052367,Inactive Investor,Gilbert Herrick,Supervisor,Momentum Independent Network Inc. Dallas TX 7001 Preston Rd,gherrick@momentumin.com,,Salesforce
11130057,Inactive Investor,Anthony Sacco,,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",anthony.sacco@wellsfargoadvisors.com,,Salesforce
10840746,Inactive Investor,Robert Burgio,,"Osaic Wealth, Inc. Buffalo NY 5780 Main St",,,Salesforce
9622820,,Kai Chen,,,chenkai37@gmail.com,,List import
346562,,Michael Peck,General Counsel,Prairie Capital,speck@sypecklaw.com,312-360-1133,Manual List Upload
10617404,,Amir Rahimi,,,amir.x.rahimi@chase.com,,List Import
10612587,,Mark Pericolosi,Financial Advisor,,mark.e.pericolosi@ampf.com,,List Import
229115,, -,,[[Unknown]],gmtreeserv@gmail.com,,
11009066,Inactive Investor,Toni Ann Ciampaglione,,"Osaic Institutions, Inc. Concord NH 89 N Main St",,,Salesforce
9597722,,Evan Quinn,,,equinn@wealthenhancement.com,,List import
246005,,Not Provided,,FTI Consulting,boris_richard@msn.com,,Manual List Upload
11038829,Inactive Investor,Kevin Blain,Senior Financial Planning Analyst,Commonwealth Financial Network Glastonbury CT 340 Hebron Ave,kblain@commonwealth.com,,Salesforce
10838278,Inactive Investor,Robert Brown,,"Raymond James Financial Services, Inc. Medford OR 3200 Hillcrest Park Dr",,,Salesforce
10767573,Inactive Investor,John Dandrea,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Monroeville PA 1 Monroeville Ctr,jack.dandrea@morganstanley.com,,Salesforce
11130264,Inactive Investor,Adam Schlossberg,Financial Representative,Park Avenue Securities LLC Roseland NJ 103 Eisenhower Pkwy,adam_schlossberg@glic.com,,Salesforce
11260506,Inactive Investor,Cynthia Tornetta,,"Bankers Life Securities, Inc. Phoenix AZ 11811 N Tatum Blvd",cynthia.tornetta@bankerslife.com,,Salesforce
9627099,,Terrance McDonnell,,,tjmcdvm@gmail.com,,List import
10994812,Inactive Investor,Ryan Isler,Team Manager,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,,,Salesforce
10908259,Inactive Investor,Kurt Spackman,Financial Advisor,LPL Financial LLC San Diego CA 10620 Treena St,k.spackman@lpl.com,,Salesforce
9585317,,? ?,,,feirenyang@gmail.com,,List import
9630296,,JOSEP CERVELLO,,,josep.cerve@gmail.com,,List import
11182706,Inactive Investor,Ermete Torregrossa,,A.G.P / Alliance Global Partners New York NY 40 Wall St,etorregrossa@allianceg.com,,Salesforce
234710,, -,,[[Unknown]],blackenterpriseandconsult@gmail.com,,Paid Social
11233740,Inactive Investor,Charles Collier,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9555837,,Marlene Nitsch,,,mnitsch@401kgeneration.com,,List import
11051227,Inactive Investor,Kenneth Hansen,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Irvine CA 400 Spectrum Center Dr",,,Salesforce
11157407,Inactive Investor,Maria Leon Valero,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
11218897,,Christopher Szydlowski,,,crs@jlbinvest.com,,Other
10813887,Inactive Investor,James Webb,Chief Operating Officer,"Virtue Capital Management, LLC",,,Salesforce
350003,,Carter Mansbach,,"National Asset Management, Inc.",cmansbach@nationalsecurities.com,212-417-8066,
11079618,Inactive Investor,Kristin Weltzin,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",kristin.weltzin@nm.com,,Salesforce
11172572,Inactive Investor,Darrell Benjamin,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Cleveland OH 2075 Snow Rd",darrell.benjamin@usbank.com,,Salesforce
11135709,Inactive Investor,Mary Giersz,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Columbus OH 4449 Easton Way",gierszm@stifel.com,,Salesforce
11238893,Inactive Investor,Kyle Wills,,"IEQ Capital, LLC",kwills@ieqcapital.com,,Salesforce
10766115,Inactive Investor,Vittorio Bertuzzelli,Financial Advisor,Edward Jones North Palm Beach FL 818 US Hwy 1,vittorio.bertuzzelli@edwardjones.com,,Salesforce
11063822,Inactive Investor,Adam Mitchell,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,,,Salesforce
9632811,,Jason McCarthy,,,jason@fiverings.com,,List import
10882394,Inactive Investor,Monica McCready,Financial Advisor,NWF Advisory Services Inc Campbell CA 55 N 3rd St,,,Salesforce
9553610,,Julie Teplis,,,teplis.julie@principal.com,,List import
11072353,Inactive Investor,Tara Allen,Financial Advisor,Edward Jones Bigfork MT 443 Osborn Ave,tara.allen@edwardjones.com,,Salesforce
9644584,,Graham Jenkin,,,graham@coinlist.co,,List import
10819310,Inactive Investor,John Sennett,Owner;President,"Sennett Investment Counseling, Inc.",,,Salesforce
9632383,,Tracy Lai,,,tracy.lai@lystargroup.com,,List import
237950,, -,,[[Unknown]],shahid.iitb@gmail.com,,
10889793,Inactive Investor,Sean Higgins,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",sean.higgins@schwab.com,,Salesforce
11222710,,James Baer,,,jbaer@osbornepartners.com,,List Import
11102318,Inactive Investor,Mary Torrice,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",lexi.torrice@ml.com,,Salesforce
9566786,,Casey Werner,,,siturbohonda1@yahoo.com,,List import
11206991,Inactive Investor,Brett Freese,Financial Advisor;Financial Planner;Investment Manager;Member;Principal,"TrustWell Financial Advisors, LLC",brett@trustwellfa.com,,Salesforce
10531789,,Audra Conforti,Tax Senior Manager,Cherry Bekaert,audra.conforti@cbh.com,8476498821,List Import
10764004,Inactive Investor,Frank Imbriaco,,"Hennion & Walsh, Inc.",fimbriaco@hennionandwalsh.com,,Salesforce
374133,,Andrew Schaffer,,Dechert LLP,andrewschaffer10@gmail.com,9167691247,Database Upload
11155324,Inactive Investor,Maura McMahon,Private Client Advisor,J.P. Morgan Securities LLC San Diego CA 4078 Adams Ave,maura.k.mcmahon@jpmorgan.com,,Salesforce
10780555,Inactive Investor,James Gamuciello,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach DE 18949 Coastal Hwy",james_gamuciello@ml.com,,Salesforce
11096460,Inactive Investor,David Harris,Regional Vice President,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,david.harris@primerica.com,,Salesforce
11128505,Inactive Investor,Steven Smallidge,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",steve.smallidge@nm.com,,Salesforce
10986505,Inactive Investor,Justin Thompson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11198168,Inactive Investor,Robert Smeltzer,Chief Compliance Officer;Managing Member,Smeltzer Risk Analytics,bob.smeltzer@smeltzeranalytics.com,,Salesforce
11147635,Inactive Investor,Paul Hulen,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",paul.hulen@raymondjames.com,,Salesforce
10929994,Inactive Investor,Carlos Vera-Esquivel,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11183535,Inactive Investor,Sean Davis,Managing Member,"Pelican Investment Advisors, LLC",sdavis@piawealth.com,,Salesforce
11069826,Inactive Investor,Taylor Ryan,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,taylor.ryan@fmr.com,,Salesforce
10755892,Inactive Investor,Marcia Schmitt,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",marcia_l_schmitt@ml.com,,Salesforce
332327,,Leonardo Hanson,,[Unknown],kaoyan2017@163.com,,
10917447,Inactive Investor,Michael Klein,,"Osaic Wealth, Inc. Mesa AZ 1104 W Meseto Ave",,,Salesforce
10962360,Inactive Investor,Alec Sherman,Associate,Morgan Stanley New York NY 1 New York Plz,alec.sherman@morganstanley.com,,Salesforce
344707,,Christopher Reilly,"Co-Founder, Manager","KarpReilly, LLC",creilly@karpreilly.com,203-504-9911,Manual List Upload
232263,, -,,[Unknown],berger2000@aol.com,,
11181669,Inactive Investor,Clarissa Barras,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,clarissa.barras@fidelity.com,,Salesforce
11156919,Inactive Investor,Christina Houck,,Vanguard Marketing Corporation,christina_houck@vanguard.com,,Salesforce
9605042,,Mohammad Hossain,,,hossain@ennovance.com,,List import
10805935,Inactive Investor,Ideal Zanelli,Financial Advisor;International Client Advisor;Managing Director,Morgan Stanley New York NY 399 Park Ave,ideal.n.zanelli@morganstanley.com,,Salesforce
10807592,Inactive Investor,Michael Levine,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",mike.levine@wellsfargoadvisors.com,,Salesforce
9583508,,Reva Azeez,,,razeez@massmutual.com,,List import
11137060,Inactive Investor,Brian Bishop,Financial Advisor,Edward Jones Pennington Gap VA 41854 E Morgan Ave,brian.bishop@edwardjones.com,,Salesforce
235985,, -,,[[Unknown]],yilian@yiliancanizares.com,,
10912351,Inactive Investor,Lynn Martens,Financial Advisor,"Ameriprise Financial Services, LLC",,,Salesforce
9608373,,Bill Giannousis,,,bgiannousis@gmail.com,,List import
11059305,Inactive Investor,Christine Vella,,State Farm VP Management Corp. Orlando FL 992 N Semoran Blvd,chris.vella.cwh0@statefarm.com,,Salesforce
10959431,Inactive Investor,Stanley Van Hoose,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
226878,,Nick -,,Personal,nca101psu@yahoo.com,,Initial Salesforce Import
11077552,Inactive Investor,Martin Hirsch,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10813533,Inactive Investor,Rachel Mccormack,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley,rachel.mccormack@morganstanley.com,,Salesforce
9640813,,YUYA TERUI,,,getxo0024getxo0281@yahoo.co.jp,,List import
10783093,Inactive Investor,Shauna Firmiss,Senior Client Specialist,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,sfirmiss@rwbaird.com,,Salesforce
10870493,Inactive Investor,Travis Schuring,Financial Advisor,Edward Jones Sioux Falls SD 224 S Main Ave,travis.schuring@edwardjones.com,,Salesforce
11174000,Inactive Investor,Michael Muske,,"Osaic Wealth, Inc. Inver Grove Heights MN 5886 Blackshire Path",,,Salesforce
11092487,Inactive Investor,Charles Laughlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Athens GA 315 Hawthorne Ln",charles.laughlin@wellsfargoadvisors.com,,Salesforce
9602612,,Illia Babychenko,,,dotalivehd@gmail.com,,List import
10898132,Inactive Investor,Chad Harris,Senior Client Service Associate;Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Indianapolis IN 241 N Pennsylvania St",chad.harris@raymondjames.com,,Salesforce
149340,,Miguel Pina,,[Unknown],mapibe79@gmail.com,,
11136081,Inactive Investor,John Pettit,,Commonwealth Financial Network Towson MD 100 West Rd,jpettit@commonwealth.com,,Salesforce
9557174,,Sandra Lawter-Otoole,,,lawter-otoole.sandy@principal.com,,List import
11196802,Inactive Investor,Adam Blevins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11127531,Inactive Investor,David Draper,,"Osaic Wealth, Inc. Saint Charles IL 210 S 5th St",,,Salesforce
11198607,Inactive Investor,James Barrons,Chief Compliance Officer;Owner;President,First Financial Strategies Inc,jbarrons@ffsirmg.com,,Salesforce
9586179,,Matthew Reiner,,,mreiner@yourwealth.com,,List Import
10612482,,Jacob Salomon,Financial Advisor,,jacob.b.salomon@ampf.com,,List Import
10914328,Inactive Investor,Nello Selvaggio,,J.P. Morgan Securities LLC Lake Forest IL 300 E Illinois Rd,nello.m.selvaggio@chase.com,,Salesforce
9569124,,Paul -,,,da2docf@gmail.com,,List import
11232787,Inactive Investor,Kaitlyn Ralston,Client Relationship Consultant,"U.S. Bancorp Investments, Inc. Lexington KY 2020 Nicholasville Rd",kaitlyn.ralston1@usbank.com,,Salesforce
11155062,Inactive Investor,David Gwynn,,"Grove Point Investments, LLC Victor NY 29 Lasalle Pkwy",dgwynn@hbeckinc.com,,Salesforce
10865466,Inactive Investor,Robert Brown,,State Farm VP Management Corp. Frankfort KY 949 Louisville Rd,,,Salesforce
10767846,Inactive Investor,Diana Reyes,Financial Advisor,Edward Jones Valencia CA 26701 Mc Bean Pkwy,diana.reyes@edwardjones.com,,Salesforce
10877351,Inactive Investor,Stuart Green,Founding Partner;Principal,Western Wealth Management LLC Edwards CO 137 Main St,,,Salesforce
11104515,Inactive Investor,Hong Nhung Pham,Financial Planner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10924494,Inactive Investor,Angella Nakigozi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",angella.nakigozi@schwab.com,,Salesforce
9624781,,Marc Turner,,,themindsetofamillionaire@gmail.com,,List import
11029621,Inactive Investor,Gregory Jacobs,,PFS Investments Inc. Billings MT 710 Grand Ave,9gsww@primerica.com,,Salesforce
189271,,Kenath Harris,,Thrivent Investment Management Inc.,ken.harris@thrivent.com,651-216-4422,
9541625,,ANDY LO,,,ubeqmen@gmail.com,,List import
10918180,Inactive Investor,Alison Segall,,"Pensionmark Securities, LLC Warwick RI 475 Kilvert St",asegall@pensionmark.com,,Salesforce
11146877,Inactive Investor,Christie Chan,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",christie.chan@ml.com,,Salesforce
11004498,Inactive Investor,Alfred Gesing,,"Realta Equities, Inc.",,,Salesforce
10808286,Inactive Investor,Grant Stettler,Financial Advisor,Edward Jones Oshkosh WI 2010 Jackson St,grant.stettler@edwardjones.com,,Salesforce
11191700,Inactive Investor,Joyce Wilkinson,,"Raymond James & Associates, Inc.",joyce.wilkinson@raymondjames.com,,Salesforce
10758838,Inactive Investor,Robert Schafer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,robert.schafer@fidelity.com,,Salesforce
11084529,Inactive Investor,Rachel Patel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",rachel.patel@ml.com,,Salesforce
10917140,Inactive Investor,Cassandra Altom,,"Truist Investment Services, Inc. Roanoke TX 1301 Solana Blvd",,,Salesforce
9592337,,Caspar Algar,,,caspar.algar@gmail.com,,List import
10646988,,Jarrod Biebel,,,jarrod.biebel@raymondjames.com,,List Import
200074,,Bill Stomp,,Tank Spotter,billstomp@tankspotter.com,6102203906,Organic Search
5242044,,ghjhgj fdgvrdfg,,,yetiyo7310@xegge.com,,Web Form Fillout
10980039,Inactive Investor,Matthew Umlauf,Investment Advisor Representative,"Forefront Asset Management, LLC",matt@forefrontam.com,,Salesforce
334130,,Cormac Naughten,"Head, Maseco Institutional",Maseco Private Wealth,cormac.naughten@masecopw.com, -430618,Manual List Upload
10832044,Inactive Investor,George Pierce,Financial Consultant,LPL Financial LLC Seattle WA 1200 Westlake Ave N,george.pierce@lpl.com,,Salesforce
10618633,,Dennis Giese,,,dgiese@cambridgesecure.com,,List Import
10793540,Inactive Investor,Raj Patnaik,Managing Director,Morgan Stanley Nashville TN 3102 West End Ave,raj.patnaik@morganstanleypwm.com,,Salesforce
10873268,Inactive Investor,Wendi Lucarelli,Financial Consultant,"Associated Investment Services, Inc. Sheboygan WI 1217 N Taylor Dr",wendi.lucarelli@associatedbank.com,,Salesforce
10967224,Inactive Investor,Buckley O'Steen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10644242,,Paul Hagy,,,paul.hagy@aon.com,,List Import
224558,,Mehmet Mut,,[Unknown],karam-605@hotmail.com,,
11079738,Inactive Investor,Kyle Branine,Financial Advisor,Edward Jones Eudora KS 706 Main St,kyle.branine@edwardjones.com,,Salesforce
11165449,Inactive Investor,Brooke Ellis,,Goldman Sachs & Co.,,,Salesforce
10912649,Inactive Investor,Gary Whitehurst,Chief Executive Officer;Compliance Officer,"Brighter Investing, PB LLC",,,Salesforce
10826826,Inactive Investor,Michelle Britt,Portfolio Associate,Morgan Stanley Raleigh NC 3800 Glenwood Ave,michelle.britt@morganstanley.com,,Salesforce
213242,,Jordan Szekely,Chief Compliance Officer & Managing Member,"Cherrydale Wealth Management, Llc",jszekely@cherrydalewm.com,917-838-7507,Manual List Upload
170389,,Martin Askowitz,,[Unknown],nitram888@gmail.com,,
11099680,Inactive Investor,Evan Thurmond,,"IFP Securities, LLC Louisville KY 9700 Bunsen Pkwy",,,Salesforce
10930302,Inactive Investor,Rosa Mejias,,"Allstate Financial Services, LLC Yonkers NY 749 Palisade Ave",rmejias@allstate.com,,Salesforce
10804053,Inactive Investor,Steven Montgomery,Investment Advisor Representative;Partner,Clearview Financial Partners,steve@cvfpartners.com,,Salesforce
10771244,Inactive Investor,Jeena Patel,Senior Anti-Money Laundering Analyst,"Osaic Wealth, Inc.",jeena.patel@triad-advisors.com,,Salesforce
10979848,Inactive Investor,Donald Keeney,Chief Investment Officer;Financial Advisor,"Cahaba Wealth Management, Inc. Nashville TN 1222 Demonbreun St",donald.keeney@cahabawealth.com,,Salesforce
9583406,,Jane Luke,,,janeluke@voyafa.com,,List import
11067070,Inactive Investor,Ronald Schoenecker,,"Farmers Financial Solutions, LLC New Prague MN 105 Main St W",rschoenecker@farmersagent.com,,Salesforce
10936157,Inactive Investor,Ritik Malhotra,Chief Executive Officer;Co-Founder,Savvy New York NY 99 Wall St,ritik@savvywealth.com,,Salesforce
10978776,Inactive Investor,Matthew Lau,,"Fortune Financial Services, Inc. San Ramon CA 3223 Crow Canyon Rd",,,Salesforce
10902200,Inactive Investor,Cedric Haynes,,"Wells Fargo Clearing Services, LLC Augusta GA 3535 Wheeler Rd",cedric.haynes@wellsfargo.com,,Salesforce
10805927,Inactive Investor,Walter Keyes,Financial Planner,"Osaic FA, Inc. Fairbanks AK 121 Spruce St",scott.keyes@lfg.com,,Salesforce
11146246,Inactive Investor,Daniel Carneval,,"1st Discount Brokerage, Inc. Erie PA 4021 W 12th St",,,Salesforce
10834353,Inactive Investor,Mark Desalvo,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,mark.desalvo@ubs.com,,Salesforce
8795625,,Jennifer Garza,,Home,www.jennifersuegarza@gmail.com,7656234238,Web Form Fillout
11051890,Inactive Investor,Allison Brown,Chief Compliance Officer;Managing Member;Owner,BrightPath Wealth Advisors LLC,allison@brightpathgroup.com,,Salesforce
11037201,Inactive Investor,Brian Persson,,"Benjamin F. Edwards & Company, Inc. Waterloo IA 116 E 4th St",brian.persson@benjaminfedwards.com,,Salesforce
10828705,Inactive Investor,Troy Bute,Co-Founder;Director;Partner;President;Regulatory Contact;Senior Wealth Advisor,Capstone Financial Advisors Inc,troy.bute@capstone-advisors.com,,Salesforce
10871457,Inactive Investor,Danielle Alsept,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10962664,Inactive Investor,Stanley Ham,,"Avantax Investment Services, Inc. Nashville TN 171B Belle Forest Cir",,,Salesforce
11032386,Inactive Investor,Suzanne Parsons,,"Raymond James & Associates, Inc. Rochester MI 251 Diversion St",suzanne.parsons@raymondjames.com,,Salesforce
10847752,Inactive Investor,Trent Porter,Chief Executive Officer;Financial Advisor;President,Priority Financial Partners Durango CO 143 E 10th St,trent@priorityfp.com,,Salesforce
11084167,Inactive Investor,Kinsella Moroney,,PFS Investments Inc. York PA 4185 W Market St,,,Salesforce
11171956,Inactive Investor,Jennifer Veberg-Nagle,,"Allstate Financial Services, LLC Davenport IA 514 E George Washington Blvd",jennifervebergnagle@allstate.com,,Salesforce
10945543,Inactive Investor,Dana Graham,,"CUSO Financial Services, L.P. Northampton MA 225 King St",,,Salesforce
11150962,Inactive Investor,James Schaefer,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",james.schaefer@nm.com,,Salesforce
9632702,,Damian Lair,,,damian@ridgelywalsh.com,,List import
10978004,Inactive Investor,Dajuan Taylor,Financial Advisor Trainee,Edward Jones Greensboro NC 3920 Battleground Ave,,,Salesforce
10656681,,Maria Gomez,,,maria.ursuroman@lpl.com,,List Import
10903159,Inactive Investor,Maria Cintron,Senior Client Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,maria.cintron@ubs.com,,Salesforce
10966990,Inactive Investor,Aaron Galloway,Financial Advisor,"Raymond James & Associates, Inc. Greenville SC 101 Falls Park Dr",aaron.galloway@raymondjames.com,,Salesforce
10899971,Inactive Investor,Cynthia Pollard,,"Osaic Institutions, Inc. Englewood CO 7600 E Orchard Rd",,,Salesforce
9601745,,Christopher Ramirez,,,christopherjamesramirez@gmail.com,,List import
11220801,,Brian Bennett,,,brianb@bennco.com,,Other
142428,,Brian Turner,,Personal Capital Advisors Corporation,bturner@personalcapital.com,,
9553626,,Ravi Kaza,,,rkaza20@me.com,,List import
1825,,Rene Nunez,Former Chair,Texas Permanent School Fund,renenunez100@yahoo.com,512-585-9212,Event
10908053,Inactive Investor,Elisa Rastelli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10814228,Inactive Investor,Jeffrey Bouvier,,Edward Jones Exeter NH 133 Water St,,,Salesforce
11197651,Inactive Investor,Patrick Von Dohlen,Managing Member;President,"The Von Dohlen Knuffke Financial Group, LLC",patrick@tvdkfg.com,,Salesforce
199795,,Jonas Jünger,,Jonas JÃ¼nger,jonas@juenger.cc,,
10679884,,Mike Fawaz,,,fawazmike@me.com,,Web Form Fillout
10889300,Inactive Investor,Connor Morganti,,"Cambridge Investment Research, Inc. Oak Creek CO 20850 Cheyenne Trl",,,Salesforce
11230925,Inactive Investor,Adam Crandall,Advisory Consultant,LPL Financial LLC,,,Salesforce
11023767,Inactive Investor,Frank Daniels,,PFS Investments Inc. East Orange NJ 7 Glenwood Ave,fdaniels@primerica.com,,Salesforce
9596155,,Mary Wesche,,,mpwesche@forumfin.com,,List import
11081015,Inactive Investor,Chad Kazos,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",chad.kazos@ml.com,,Salesforce
236857,, -,,[[Unknown]],kjh70621@gmail.com,,Paid Social
10488928,,Robert Wilds,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,robert.wilds@jpmorgan.com,,List Import
10885770,Inactive Investor,Quinn Nofziger,Financial Advisor,Edward Jones Fort Wayne IN 414 S Scott Rd,quinn.nofziger@edwardjones.com,,Salesforce
10877724,Inactive Investor,Aaron Dally,Chief Compliance Officer,Valtinson Bruner Financial Planning,aaron@valtinsonfinancial.com,,Salesforce
10935589,Inactive Investor,Harold Fife,,L.O. Thomas & Co. Inc.,,,Salesforce
11094687,Inactive Investor,Brenda Hatmaker,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,brenda.vanderslice@ubs.com,,Salesforce
11027006,Inactive Investor,Brent Satern,,Country Capital Management Company Silverton OR 204 W Main St,,,Salesforce
9562932,,Daniel Lowe,,,danny.lowe@captrustadvisors.com,,List import
351322,,Constantina Bichta,ESG Research,"Boston Common Asset Management, Llc",cbichta@bostoncommonasset.com,617-720-5557,Manual List Upload
10993896,Inactive Investor,Daniel Towers-Carbajal,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",daniel.carbajal@tfaconnect.com,,Salesforce
10941301,Inactive Investor,Mary Marker,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9546609,,Lukas Sieber,,,lukas.sieber@greaterzuricharea.com,,List import
9610616,,Jamie B,,,freshcutz@gmail.com,,List import
10760637,Inactive Investor,Yara Barboza,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,yara.l.roccobarboza@jpmorgan.com,,Salesforce
10974866,Inactive Investor,Sean Roth,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11150717,Inactive Investor,Barton Dalton,Financial Advisor,Edward Jones Lakewood WA 9524 Gravelly Lake Dr SW,bart.dalton@edwardjones.com,,Salesforce
11074827,Inactive Investor,David Bruckman,Senior Consultant,Navis Wealth Advisors LLC,,,Salesforce
3298186,,Igor Simanovich,,,info@ideaslab.com.ua,,Web Form Fillout
11158926,Inactive Investor,James Worden,Chief Investment Officer,The Wealth Consulting Group,jworden@wealthcg.com,,Salesforce
9617069,,Artem Shatokhin,,,shatokhinartem@gmail.com,,List import
11161717,Inactive Investor,Jonathan Waters,Financial Advisor,"MML Investors Services, LLC Woodsboro MD Private Residence",jonathanwaters@financialguide.com,,Salesforce
10920421,Inactive Investor,Lee Schockling,Financial Advisor;Financial Planning Specialist,Morgan Stanley Columbus OH 4449 Easton Way,lee.schockling@morganstanley.com,,Salesforce
11233435,Inactive Investor,Adam Goyer,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,amgoyer@ft.newyorklife.com,,Salesforce
9581899,,Edward Stein,,,estein@ft.newyorklife.com,,List import
10979978,Inactive Investor,Anna Beach,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",anna.beach@nm.com,,Salesforce
10909728,Inactive Investor,James Hunter,Investment Executive,"Fifth Third Securities, Inc. Evansville IN 12626 N US 41",james.hunter@53.com,,Salesforce
11141400,Inactive Investor,William Hall,Chief Executive Officer;President,"Clearstead, Hartland & Co,. LLC Portland ME 1 Union St",,,Salesforce
11130846,Inactive Investor,Lisa Pacheco,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Sante Fe CA 5951 La Sendita",lisa.pacheco@ml.com,,Salesforce
10824586,Inactive Investor,Milton Alvarez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",milton.i.alvarez@ml.com,,Salesforce
11032991,Inactive Investor,Mark Wilkins,Associate,Edward Jones Spokane WA 3022 E 57th Ave,mark.wilkins@edwardjones.com,,Salesforce
9589146,,Shane Parker,,,shaneparker@ymail.com,,List import
179329,,Marianne Philip,Vice-President,[Unknown],norlipension@norlipension.dk, +45 70 12 12 24,Database Upload
10956129,Inactive Investor,Filiz Hoops,,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",filiz.hoops@ampf.com,,Salesforce
11197393,Inactive Investor,Toni Williams,,"Farmers Financial Solutions, LLC Norman OK 132 N Santa Fe Ave",,,Salesforce
11138231,Inactive Investor,Brodie Wood,,"Voya Financial Advisors, Inc. Kayesville UT Private Residence",brodie.wood@voya.com,,Salesforce
10890628,Inactive Investor,Amanda Rosholt,,Edward Jones El Reno OK 1500 W Elm St,amanda.rosholt@edwardjones.com,,Salesforce
9595085,,David Black,,,minnie012558@gmail.com,,List import
96490,,Todd Green,"Principal, Manager, Member",Alesco Advisors Llc,tgreen@alescoadvisors.com,585-586-0970,Manual List Upload
10831242,Inactive Investor,Starla Carr,Financial Advisor,Commonwealth Financial Network Champaign IL 3017 Village Office Pl,scarr@commonwealth.com,,Salesforce
11194360,Inactive Investor,Stephanie Keeton Honan,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,stephanie.keetonhonan@ubs.com,,Salesforce
10986856,Inactive Investor,David Wymer,Financial Advisor,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",,,Salesforce
9586418,,Eric Hoyle,,,ehoyle@luminafund.com,,List import
10762271,Inactive Investor,Thomas Pulliam,Managing Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10896537,Inactive Investor,Mark Dunbar,,"Raymond James Financial Services, Inc. Ann Arbor MI 4420 Jackson Rd",mark.dunbar@raymondjames.com,,Salesforce
11255225,Inactive Investor,Matthew Glazier,Relationship Manager,"Buckingham Strategic Partners, LLC Denver CO Private Residence",,,Salesforce
11178423,Inactive Investor,Guillermo Corsino,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,guillermo.a.corsino@jpmorgan.com,,Salesforce
344519,,Andrew Hermes,"Member, vice President","Altus Wealth Management, Llc",andrew.hermes@altuswm.com,859-815-8566,Manual List Upload
10884594,Inactive Investor,Philip Siegel,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",phil.siegel@ml.com,,Salesforce
10950583,Inactive Investor,Richard Cieslik,,"MML Investors Services, LLC Lake City FL Private Residence",rcieslik@financialguide.com,,Salesforce
10755355,Inactive Investor,John Koene,,"Herbert J. Sims & Co, Inc. Red Bank NJ 331 Newman Springs Rd",jkoene@hjsims.com,,Salesforce
11189457,Inactive Investor,Zhaoxing Li,,Goldman Sachs & Co.,,,Salesforce
10788824,Inactive Investor,Susan Blount,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,lee.blount@ubs.com,,Salesforce
11129329,Inactive Investor,Lori Mondello,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11086638,Inactive Investor,David Bedford,,"Raymond James Financial Services, Inc. Orange Beach AL 4851 Wharf Pkwy",scott.bedford@raymondjames.com,,Salesforce
7103588,,Gomes Micky,,,panotav829@terkoer.com,,Web Form Fillout
9606130,,Dmitriy Larionov,,,mrwolfplay@gmail.com,,List import
11013690,Inactive Investor,Nicholas Mericle,,"Allstate Financial Services, LLC New Braunfels TX 651 N Business IH 35",nmericle@allstate.com,,Salesforce
11031191,Inactive Investor,William Trainor,Financial Advisor,"Hornor, Townsend & Kent, LLC Burlington MA 35 Corporate Dr",btrainor@htk.com,,Salesforce
346658,,Stephen Lestyan,Associate,Sheridan Capital Partners,stephen.lestyan@sheridancp.com,312-548-7064,Manual List Upload
10908614,Inactive Investor,Rodrigo Silva,,"OneAmerica Securities, Inc.",rodrigo.silva@oneamerica.com,,Salesforce
11220742,,Ryan Pluth,,,rpluth@ftportfolios.com,,Other
11175788,Inactive Investor,Robert Avey,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",robert.avey@raymondjames.com,,Salesforce
248911,,William Biddle,Founder and CRO,Planet Z,chuck@planetz.club,,Manual List Upload
11098640,Inactive Investor,Gary Carby,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,gary.carby@ubs.com,,Salesforce
10612448,,Giovanni Canicatti,Financial Advisor,,giovanni.canicatti@prudential.com,,List Import
10997054,Inactive Investor,Brandy Maben,Director;Wealth Management Advisor,WindRock Wealth Management,brandy.maben@windrockwealth.com,,Salesforce
11118797,Inactive Investor,Joseph Semtner,,"FBL Marketing Services, LLC Seminole OK 1801 W Wrangler Blvd",joseph.semtner@fbfs.com,,Salesforce
9563442,,Juan Sebastian Jaimes Alvarez,,,chevyalvarez@outlook.com,,List import
9626448,,Rotondwa Mutovu,,,mutovur00@gmail.com,,List import
9642240,,lis mole,,,mmoyle83@gmail.com,,List import
235380,, -,,[[Unknown]],491749735@qq.com,,
10696432,,Shaina Bhatt,,PIMCO,shaina.bhatt@pimco.com,,List Import
189272,,Peter Wernau,"Chief Compliance Officer, Chief Executive Officer, Founder, President, Regulatory Contact",Wernau Asset Management,pwernau@wernauassetmanagement.com,617-871-0029,
11157267,Inactive Investor,Bart Royal,,State Farm VP Management Corp. Stillwater OK 2121 W 6th Ave,,,Salesforce
9624459,,Hans Meier,,,cryptogames100@gmail.com,,List import
10970024,Inactive Investor,Johnny So,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9561119,,Joseph Toussaint,,,joseph.toussaint@securitiesamerica.com,,List import
11098501,Inactive Investor,Zachary Holzer,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 253 Broadway,zachary.holzer@jpmorgan.com,,Salesforce
10489243,,Apekshit Mulay,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",contactapekmulay@gmail.com,972-798-8288,List Import
11141424,Inactive Investor,Astrid Collins,,PFS Investments Inc. Meridian ID 1404 N Main St,astridcarolina.herrera@primerica.com,,Salesforce
11075802,Inactive Investor,Ryan Maher,Financial Consultant;Investment Executive,"Fifth Third Securities, Inc. Franklin OH 1325 E 2nd St",ryan.maher@53.com,,Salesforce
10943577,Inactive Investor,Weili Yu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",weili.yu@tfaconnect.com,,Salesforce
10873158,Inactive Investor,John Riley,Lead Consultant,"TCP Asset Management, LLC",jriley@trendencycapital.com,,Salesforce
10963724,Inactive Investor,Nora Knox,Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",nora.knox@tiaa.org,,Salesforce
9553712,,Surf Merchant,,,digitalassetss@gmail.com,,List import
10985121,Inactive Investor,Angela Gallagher,,LPL Financial LLC Milford CT 1636 Boston Post Rd,angela.gallagher@lpl.com,,Salesforce
10836927,Inactive Investor,James Holley,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",james_holley@ml.com,,Salesforce
11034649,Inactive Investor,Gary Sengle,,"Osaic Wealth, Inc. La Jolla CA 4225 Executive Sq",,,Salesforce
10976899,Inactive Investor,Edwin Hewett,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
483,,,,,aaronschuster250@hotmail.com,,
10816719,Inactive Investor,Thomas Watkins,Financial Advisor,Lincoln Investment Bala Cynwyd PA 333 E City Ave,twatkins@lincolninvestment.com,,Salesforce
11156228,Inactive Investor,Jane Gibbons,,Jefferies LLC,jgibbons@jefferies.com,,Salesforce
10606315,,Joseph Chiurazzi,"Executive Director, Product and Platform Manager",J.P. Morgan Securities LLC,joseph.chiurazzi@jpmorgan.com,212-888-3332,List Import
10765745,Inactive Investor,Gerald Newell,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Franklin TN 520 Cool Springs Blvd",scott.newell@schwab.com,,Salesforce
9598191,,Nm Edu.,,,ocsicaromas@icloud.com,,List import
10958712,Inactive Investor,Michael Stringer,Chief Operating Officer;Regulatory Contact,Lane Hipple - Wealth Management Group,mike@lanehipple.com,,Salesforce
9626082,,Michael Mackson,,,troptionmyke@gmail.com,,List import
10868774,Inactive Investor,Robert Cosentino,,Cetera Advisors LLC Staten Island NY 1110 South Ave,,,Salesforce
5212759,,Joshua Samuel,,,joshuasamuel760360@gmail.com,,Web Form Fillout
10802459,Inactive Investor,Leslie McEntire,Portfolio Assistant,Morgan Stanley Austin TX 8701 Bee Caves Rd,leslie.mcentire@morganstanley.com,,Salesforce
9604724,,Thomas Johnsen,,,postwarincorporated@gmail.com,,List import
10754125,Inactive Investor,Tyler Edwards,Regulatory Contact;Vice President,Quad City Investment Center,tedwards@qcbt.com,,Salesforce
10816056,Inactive Investor,Maria Fernandez-Quezada,Regional Compliance Advisor,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",,,Salesforce
11220010,,Joshua Sheets,,,jsheets@divinvest.com,,Other
9623455,,Junfei Ren,,,junfei.ren@gmail.com,,List import
10818614,Inactive Investor,Alyssa Martin,Business Execution Consultant,"Wells Fargo Clearing Services, LLC",,,Salesforce
10988592,Inactive Investor,Duvens Myrtil,,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,duvensemyrtil@primerica.com,,Salesforce
10976796,Inactive Investor,Joseph Lewandowski,,Fidelity Brokerage Services LLC,,,Salesforce
11032880,Inactive Investor,Howard Houcek,,PFS Investments Inc. Lisle IL 4736 Main St,howard.houcek@primerica.com,,Salesforce
10955297,Inactive Investor,Kevin Ullery,Transition Support Specialist,"Principal Securities, Inc.",ullery.kevin@principal.com,,Salesforce
11044113,Inactive Investor,Michael Bishop,,LPL Financial LLC Eden Prairie MN 775 Prairie Center Dr,michael.bishop@lpl.com,,Salesforce
10892284,Inactive Investor,Steven Jenkins,,"TIAA-CREF Individual & Institutional Services, LLC Houston TX Private Residence",,,Salesforce
9578241,,Erick Flores,,,lex.in@msn.com,,List import
10881843,Inactive Investor,Christopher Bedient,Chief Compliance Officer;Partner;Wealth Advisor,"HBE Wealth Management, LLC",cbedient@hbewealth.com,,Salesforce
10505823,,DIVAM MEHTA,FINANCIAL ADVISOR,MEHTA FINANCIAL GROUP,divam.mehta@gmail.com,804-273-1610,List import
10946157,Inactive Investor,Renee Maloney,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",renee.maloney@truist.com,,Salesforce
10845892,Inactive Investor,Nichole Whatley,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Harrisonburg VA 1925 Stone Spring Rd,nwhatley@dadco.com,,Salesforce
10835657,Inactive Investor,Zelda Benson,,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",zelda.benson@wellsfargoadvisors.com,,Salesforce
9541272,,Andrew Schonberg,,,andrew.schonberg@kkr.com,,List import
334008,,Jason Tompkins,Managing Partner,"Asana Partners, Lp",jtompkins@asanapartners.com,704-423-1660,Manual List Upload
9560443,,Michael Ferrante,,,michael.ferrante@thrivent.com,,List import
10791539,Inactive Investor,Brett Atkinson,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",brett.atkinson@wellsfargoadvisors.com,,Salesforce
10986371,Inactive Investor,Randa Willis,,SECU Brokerage Services Arden NC 2631 Hendersonville Rd,randa.willis@ncsecu.org,,Salesforce
9583203,,Mark Appleby,Investment Advisor,Fisher Investments,m.appleby@fi.com,,List import
10944599,Inactive Investor,Pedro Escobar,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 2205 S University Dr",pedro.escobar@ampf.com,,Salesforce
10832513,Inactive Investor,Douglas Ramey,Chief Executive Officer;President,Saint Louis Investment Advisors Inc,dramey@slia.com,,Salesforce
9647767,,Harry Buzzerd,,,buddy.buzzerd@ubs.com,,List import
11166259,Inactive Investor,Timothy Van Simaeys,Executive Director;Financial Advisor,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,timothy.vansimaeys@ubs.com,,Salesforce
9621436,,Bums Kim,,,kbs780@naver.com,,List import
9592828,,Elliott Alderman,,,alderelliott@gmail.com,,List import
11194670,Inactive Investor,Ross Marynell,Investment Advisor Representative,"Advisory Alpha, LLC Fort Mill SC 127 Ben Casey Dr",,,Salesforce
10646759,,Koren Vining,,,koren.vining@ceterais.com,,List Import
10802361,Inactive Investor,S Jon Anderson,,"Wells Fargo Clearing Services, LLC New York NY 247 E 86th St",jonallen.anderson@wellsfargo.com,,Salesforce
371964,,Mohi Rezaee,,Iran,m.rezaee9438@protonmail.com,,Salesforce
11110786,Inactive Investor,Michael Whiteman,,"Concourse Financial Group Securities, Inc. Lancaster PA 2160 Lincoln Hwy E",michael.whiteman@concoursefinancial.com,,Salesforce
11171370,Inactive Investor,Ryan Brubaker,,Vanguard Marketing Corporation,ryan_brubaker@vanguard.com,,Salesforce
10903831,Inactive Investor,Melinda Thomas,,"Pensionmark Securities, LLC",melinda.thomas@pensionmark.com,,Salesforce
10902437,Inactive Investor,Ryan Majors,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",ryan.majors@ml.com,,Salesforce
10881319,Inactive Investor,Patrick Davidson,Managing Member,"First Security Capital, LLC",,,Salesforce
10758038,Inactive Investor,Paul Mazziotti,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",paul.mazziotti@wellsfargoadvisors.com,,Salesforce
9547628,,yong jeong,,,yongyong92.05@gmail.com,,List import
11000293,Inactive Investor,Jensen Bryan,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",,,Salesforce
9614614,,Shah Rahman,,,shahrahman129@gmail.com,,List import
10920400,Inactive Investor,Anthony Giamanco,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",anthony.giamanco@ml.com,,Salesforce
11033973,Inactive Investor,Matthew Holland,,"Principal Securities, Inc. Nashville TN 1507 16th Ave S",,,Salesforce
11056923,Inactive Investor,Jason Merritt,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,j.merritt@fi.com,,Salesforce
10922330,Inactive Investor,Jordan Blanchard,Associate Financial Advisor,Thrivent Investment Management Inc. Livonia MI 19045 Farmington Rd,jordan.blanchard@thrivent.com,,Salesforce
10661603,,Jason Stevens,,,jstevens@reconditecapital.com,,List Import
11033686,Inactive Investor,Robin Schuenemann,,"Farmers Financial Solutions, LLC Minneapolis MN 4080 W Broadway Ave",rschuenemann@farmersagent.com,,Salesforce
7077187,,hor ly,,,gomimo4165@gpipes.com,,Web Form Fillout
368231,,Anton Altendorfer,Other,,altendorfer@institutional-money.com,,Webinar
201304,,Marian Cassidy,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner,mdcassidy@unitedplanners.com,,
154,,,,,wanjiang72814@21cn.com,,
1004746,Inactive Investor,James Doolin,Managing Principal,"Quest Global Advisors, LLC",jdoolin@questlp.com,1-203-422-6200,3rd Party Lead Gen
1003865,Inactive Investor,Patrick Dunne,,Patrick Dunne,pdunne@onceuponatime.org,8179052365,
10850271,Inactive Investor,Kuosen Fung,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",kuosen.fung@rbc.com,,Salesforce
10916102,Inactive Investor,Matthew McNally,Financial Advisor,Edward Jones Sun City West AZ 19082 N R H Johnson Blvd,matt.mcnally@edwardjones.com,,Salesforce
11172337,Inactive Investor,Jeffrey Givens,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.givens@fidelity.com,,Salesforce
11155853,Inactive Investor,John Daly,Financial Advisor,"RBC Capital Markets, LLC Villa Park IL 2 Mid America Plz",john.m.daly@rbc.com,,Salesforce
10835300,Inactive Investor,Mark Deutsch,Financial Advisor;Partner,Cresta Advisors,,,Salesforce
10993054,Inactive Investor,Estefani Alcaraz Quevedo,,"Robinhood Financial, LLC",estefani.alcaraz-quevedo@robinhood.com,,Salesforce
9577913,,Adam Betancourt,,,adam.betancourt@summittrail.com,,List import
11127024,Inactive Investor,James Wagner,,"M Holdings Securities, Inc. Irvine CA 2 Venture",james.wagner@mfin.com,,Salesforce
9632059,,Joe Gilio,,,jlgilio@mac.com,,List import
10941705,Inactive Investor,Tina McNickle,,"Ausdal Financial Partners, Inc. Boulder CO 1135 Pearl St",,,Salesforce
10936258,Inactive Investor,David Achzet,Chief Compliance Officer,Quint Capital Corporation,dachzet@quintcapital.com,,Salesforce
11113423,Inactive Investor,Corey Cahill,Financial Advisor,Janney Montgomery Scott LLC West Chester PA 200 N High St,ccahill@janney.com,,Salesforce
11040648,Inactive Investor,Christopher Logue,,LifeMark Securities Corp. Oroville CA Private Residence,clogue@lifemark.com,,Salesforce
10953897,Inactive Investor,Thomas Cannon,,"First Horizon Advisors, Inc. Raleigh NC 1 Glenwood Ave",cthomas@firsthorizon.com,,Salesforce
10841986,Inactive Investor,Michael Rautiola,,Cetera Advisor Networks LLC Ann Arbor MI 5263 Plymouth Rd,,,Salesforce
10885878,Inactive Investor,James George,Financial Advisor,Edward Jones Springfield OH 1533 Moorefield Rd,chris.george@edwardjones.com,,Salesforce
11150954,Inactive Investor,Jorge Casariego,Co-Founder;Financial Advisor,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",jorge.casariego@nm.com,,Salesforce
10803395,Inactive Investor,Richard Gorman,Associate Vice President;Financial Advisor;Senior Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley Birmingham MI 34901 Woodward Ave,richard.gorman@morganstanley.com,,Salesforce
9628657,,Bradley Stockwell,,,bcstock@hotmail.com,,List import
205888,,SARAV PATEL,,Steelfield / Marlex Pharma,sarav@marlexpharm.com,302-898-1864,Database Upload
10657389,,Jamie Schrad,,,jamie.schrad@nm.com,,List Import
10976614,Inactive Investor,Michael Cermak,Advisor;Associate Advisor,Proffitt & Goodson Inc.,mcermak@proffittgoodson.com,,Salesforce
10825874,Inactive Investor,Gordon Bentley,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",gordon.bentley@ml.com,,Salesforce
9612532,,Jeremy Thames,,,jthames@harrisassoc.com,,List import
10794331,Inactive Investor,John Byron,,Cetera Financial Specialists LLC,,,Salesforce
11162725,Inactive Investor,Youxi Zeren,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 601 Market St",youxi.zeren@wellsfargo.com,,Salesforce
11009469,Inactive Investor,Kristen Thomas,,"Avantax Investment Services, Inc. Huntersville NC 16501 Northcross Dr",,,Salesforce
7367846,,Bill Smith,,,pinobo7610@mitigado.com,,Web Form Fillout
9552142,,Eddie Patton-Gooch,,,eddie.patton-gooch@suntrust.com,,List import
10839691,Inactive Investor,Todd Staretz,Managing Director;Private Banker;Team Leader,Citigroup Global Markets Inc.,,,Salesforce
10777931,Inactive Investor,Joshua Bledsoe,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9592979,,Arash Abasjobi,,,abasjoobi.arash@gmail.com,,List import
11171108,Inactive Investor,Roger Bell,President,"Roger R. Bell & Co., Inc.",roger@rogerrbell.com,,Salesforce
10862039,Inactive Investor,Matthew Martineau,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",matthew.martineau@ampf.com,,Salesforce
10358044,,Michael Smith,,,mdsmith@kpmg.com,,Web Form Fillout
9592068,,Sigurdur Brynjar,,,siggigunn20@icloud.com,,List import
227048,, -,,[[Unknown]],levienonly@live.com,,Paid Search
10934286,Inactive Investor,Fleet Ratliff,Investment Advisor,Fisher Investments,f.ratliff@fi.com,,Salesforce
10966411,Inactive Investor,Eric Kimbro,Chief Compliance Officer;Financial Planner;Member,StoneKimbro,ekimbro@stonekimbro.com,,Salesforce
11021093,Inactive Investor,Adam Recker,Managing Director,"The Mather Group, LLC",a.recker@themathergroup.com,,Salesforce
11014346,Inactive Investor,Hjalmar Rigail,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",hjalmar.rigail@truist.com,,Salesforce
10877356,Inactive Investor,Pamela Evason,Chief Compliance Officer;Founder;Managing Director;Owner,"Windermere Wealth Advisors, LLC",pam.evason@windermerewealth.com,,Salesforce
10937221,Inactive Investor,Mitchum Tapson,Financial Advisor,Trutoro,mitch@veritasmail.com,,Salesforce
11179925,Inactive Investor,Nicole Petersen,Assistant Vice President,"Navy Federal Investment Services, LLC",nicole_petersen@navyfederal.org,,Salesforce
10897668,Inactive Investor,Brian Sommers,,J.P. Morgan Securities LLC New York NY 277 Park Ave,brian.sommers@jpmorgan.com,,Salesforce
11176885,Inactive Investor,Matthew Healy,Senior Financial Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,matthew.healy@opco.com,,Salesforce
11059047,Inactive Investor,Jason Hoelzel,,NYLIFE Securities LLC New York NY 285 Fulton St,jmhoelzel@ft.newyorklife.com,,Salesforce
11013489,Inactive Investor,Amy Morris,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",,,Salesforce
11110755,Inactive Investor,Emily Joyce-Grikis,Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Hamden CT 2321 Whitney Ave",emily.joyce-grikis@benjaminfedwards.com,,Salesforce
10973651,Inactive Investor,Jonathan Sojka,Financial Advisor,Edward Jones O Fallon MO 5551 Winghaven Blvd,jonathan.sojka@edwardjones.com,,Salesforce
10822435,Inactive Investor,Eric Schleppenbach,Financial Advisor,Edward Jones San Diego CA 16955 Via del Campo,eric.schleppenbach@edwardjones.com,,Salesforce
10941869,Inactive Investor,Amy Mathis,Vice President,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",amy.mathis@lfg.com,,Salesforce
11074320,Inactive Investor,James Mills,Wealth Manager,"Parallel Advisors, LLC Englewood CO 7887 E Belleview Ave",james@paralleladvisors.com,,Salesforce
11177175,Inactive Investor,Mark Surratt,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",mark.surratt@tfaconnect.com,,Salesforce
11049676,Inactive Investor,Shalene Caldwell,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",shalene.caldwell@wellsfargoadvisors.com,,Salesforce
9550391,,Carlos Duarte,,,cdsanctis@gmail.com,,List import
10787402,Inactive Investor,Alan Popowski,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,alan.popowski@fidelity.com,,Salesforce
9628828,,Omid Marashi,,,asazjoosh@gmail.com,,List import
11036639,Inactive Investor,Amneris Ortiz,,J.P. Morgan Securities LLC Kissimee FL 3193 S John Young Pkwy,amneris.ortiz@jpmorgan.com,,Salesforce
9644046,,Hui Gong,,,gonghui945@gmail.com,,List import
9610808,,ROBERT PONGER,,,pongerhill@gmail.com,,List import
11029964,Inactive Investor,Jacob Mischke,,Cetera Advisor Networks LLC Saint Paul MN 3459 Washington Dr,,,Salesforce
9593956,,Karina Quinonez,,,kquinonez@evokeadvisors.com,,List import
11130143,Inactive Investor,Horace Potts,,"Cadaret, Grant & Co., Inc. Palm Beach Gardens FL 7250 150th Ct N",hpotts@cadaretgrant.com,,Salesforce
11194886,Inactive Investor,Jamie Candos,,"Farmers Financial Solutions, LLC Palos Park IL 8104 W 119th St",,,Salesforce
10887913,Inactive Investor,Mickey Adcox,,"FBL Marketing Services, LLC Pauls Valley OK 1212 S Chickasaw St",mickey.adcox@fblfinancial.com,,Salesforce
11163602,Inactive Investor,Dwayne Scott,,PFS Investments Inc. Cranford NJ 340 N Ave E,dwayne.scott@primerica.com,,Salesforce
10811906,Inactive Investor,James Abraham,,Revere Securities LLC Boca Raton FL 1900 NW Corporate Blvd,jabraham@reveresecurities.com,,Salesforce
11154682,Inactive Investor,Yeong Yi,,Citigroup Global Markets Inc.,,,Salesforce
11012231,Inactive Investor,Susan Sutton,,Middlegate Securities Inc.,,,Salesforce
10613475,,Craig Grant,"Financial Advisor, Senior Vice President - Wealth Management",,craig.d.grant@ubs.com,,List Import
10795367,Inactive Investor,David Bromelkamp,Chief Executive Officer;Member;President;Regulatory Contact,"Allodium Investment Consultants, LLC",dbromelkamp@aicria.com,,Salesforce
11169437,Inactive Investor,Daniel Grammel,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",daniel.grammel@ml.com,,Salesforce
11099651,Inactive Investor,Michael Broadhurst,Financial Advisor,"Heritage Wealth Management Group, Ltd",,,Salesforce
10986508,Inactive Investor,Bruce Luizzi,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",bruce.luizzi@nm.com,,Salesforce
10937194,Inactive Investor,Christopher Duggan,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",christopher.duggan@firstcitizens.com,,Salesforce
245666,,April Ward,Chief Growth & Solutions Off,Versant Capital Management,aprilw@versantcm.com,16026353760,Manual List Upload
11221182,,Jennifer Lotta,,,jlotta@excelsecurities.com,,List Import
9610313,,Anna Desplaines,,,annak616@gmail.com,,List import
10811938,Inactive Investor,Jason Hasson,,"Cambridge Investment Research, Inc. Freeport FL Private Residence",jayhasson@cambridgesecure.com,,Salesforce
11101512,Inactive Investor,Joey Nguyen,Financial Advisor,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",joey.nguyen@raymondjames.com,,Salesforce
11002355,Inactive Investor,Jose Velasquez,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,,,Salesforce
10967193,Inactive Investor,William Wharton,,Fidelity Brokerage Services LLC,,,Salesforce
11028284,Inactive Investor,David Teall,Financial Professional,"Equitable Advisors, LLC Goshen IN 123 S 5th St",david.teall@equitable.com,,Salesforce
10979991,Inactive Investor,Manuel Vega,,LPL Financial LLC Claremont CA 246 N Indian Hill Blvd,manuel.vega@lpl.com,,Salesforce
10789766,Inactive Investor,Patricia Schiffour,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 1525 W W T Harris Blvd",patricia.schiffour@wfadvisors.com,,Salesforce
10786085,Inactive Investor,Kera Morris,,Fidelity Brokerage Services LLC,kera.morris@fidelity.com,,Salesforce
11143356,Inactive Investor,Nadim Quarshie,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",,,Salesforce
9624178,,Dean Phillips,,,investmentsalesconsultant@gmail.com,,List import
11211198,Inactive Investor,Ignacio Herrero,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami Beach FL 1614 Alton Rd",al.herrero@wellsfargo.com,,Salesforce
11021844,Inactive Investor,Juli McNeely,,"Osaic Wealth, Inc. Spencer WI 702 E Willow Dr",,,Salesforce
9626468,,Kristen Obyrne,,,lilyoxy@gmail.com,,List import
10827242,Inactive Investor,Jonathan Smart,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10910436,Inactive Investor,David Schelhorn,,LPL Financial LLC Bedminster NJ 415 Main St,david.schelhorn@lpl.com,,Salesforce
11207550,Inactive Investor,Sumaya Musa,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,sumaya.musa@ubs.com,,Salesforce
11233685,Inactive Investor,Rhys Owen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",rhys.owen@ml.com,,Salesforce
11139108,Inactive Investor,Steve Ma,Financial Planner,"Pruco Securities, LLC. Brooklyn NY 219 36th St",steve.ma@prudential.com,,Salesforce
10841907,Inactive Investor,Andrew Yale,,LPL Financial LLC Pompano Beach FL 5461 N University Dr,andrew.yale@lpl.com,,Salesforce
10613299,,Danny Xiao-Di Hu,"First Vice President, Senior Financial Advisor",,danny_hu@ml.com,,List Import
9648482,,Georgi Georgiev,,,georgi@blockchain.bg,,List import
10757274,Inactive Investor,John Jones,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
11091144,Inactive Investor,Bradley Bertsch,Financial Advisor,Edward Jones Columbus NE 2480 33rd Ave,brad.bertsch@edwardjones.com,,Salesforce
9556813,,Norman Janis,,,njanis@ft.newyorklife.com,,List import
10818777,Inactive Investor,Daniel Abbott,Financial Advisor,Edward Jones Sequim WA 990 E Washington St,dan.abbott@edwardjones.com,,Salesforce
9586791,,Robin Farnes,,,robin.farnes@gmail.com,,List import
10775254,Inactive Investor,Cheri Davis,Client Associate,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",cheri.davis@wellsfargoadvisors.com,,Salesforce
11040491,Inactive Investor,Theodore Feitt,,Key Investment Services LLC Coraopolis PA 953 5th Ave,theodore_feittjr@kisinvestments.com,,Salesforce
9602631,,Robert Jackson,,,rfjackson@mac.com,,List import
341484,,David Mckenna,Director,Advent International Corporation,dmckenna@adventinternational.com,617-951-9400,Manual List Upload
9633546,,Donald Campbelll,,,eangie617@gmail.com,,List import
9568369,,Anthony Danaher,,,adanaher@guildinvestment.com,,List import
9549469,,Greg Wallis,,,greg@grahampartners.com,,List import
10965811,Inactive Investor,Ainex Ruiz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10951646,Inactive Investor,Joseph Gorel,Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,joseph.gorel@jpmorgan.com,,Salesforce
11089241,Inactive Investor,Walter Shuman,Financial Advisor,Edward Jones Canyon TX 1610 4th Ave,dan.shuman@edwardjones.com,,Salesforce
11011344,Inactive Investor,Matthew Parrish,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,mparrish@primerica.com,,Salesforce
10945096,Inactive Investor,Matthew Hickman,,"Greenwich Creek Capital Management, LLC",mhickman@greenwichcreekcapital.com,,Salesforce
11052152,Inactive Investor,Elizabeth Espinal,Financial Advisor,J.P. Morgan Securities LLC New York NY 255 1st Ave,elizabeth.espinal@jpmorgan.com,,Salesforce
10838506,Inactive Investor,Mary Hamil,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,mary.small@primerica.com,,Salesforce
11199605,Inactive Investor,Jacob Wolkowitz,Chief Investment Officer;Managing Director;Shareholder,Accredited Investors Wealth Management,jacob@accredited.com,,Salesforce
10921758,Inactive Investor,Rebecca Haugh,,"Mutual Securities, Inc. Beaver PA 1601 3rd St",rebecca.haugh@mutualsecurities.com,,Salesforce
11045425,Inactive Investor,David Wanersten,,"Wells Fargo Clearing Services, LLC",david.wanersten@wfadvisors.com,,Salesforce
9570943,,Rushabh Doshi,,,rdoshi@bluemountaincapital.com,,List import
9619980,,jon wiesblatt,,,jwiesblatt@ridc.com,,List import
11022553,Inactive Investor,Anuj Singh,,"Wells Fargo Clearing Services, LLC McLean VA 6844 Old Dominion Dr",anuj.singh@wellsfargoadvisors.com,,Salesforce
11186544,Inactive Investor,Gustavo Preza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10851839,Inactive Investor,Stephen Bredesen,Financial Advisor,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",bredesen.stephen@principal.com,,Salesforce
9600434,,Hannah Raynes,,,hannah.raynes@trilogyfs.com,,List import
9641485,,Eunseong Namkoong,,,eunseongnamkoong@gmail.com,,List import
344170,,William Jennings,"Mortgage, Asset Backed Head",Leucadia Asset Management Llc,wjennings@jefferies.com,212-284-2300,Manual List Upload
11153333,Inactive Investor,Phillip Dickerson,,"Packerland Brokerage Services, Inc. Fresh Meadows NY 6143 186th St",p_dickerson@packerlandbrokerage.com,,Salesforce
11180310,Inactive Investor,Shawn Williams,,Temecula Valley Stock Exchange,,,Salesforce
10970371,Inactive Investor,Andrew Jimenez,Financial Professional,"VALIC Financial Advisors, Inc. Jacksonville FL 10151 Deerwood Park Blvd",,,Salesforce
10777349,Inactive Investor,James Carlton,Managing Director;Regulatory Contact,"Carlton, Hofferkamp and Jenks Wealth Management, LLC",jim@chjwealthmanagement.com,,Salesforce
10616976,,Wilfredo Miranda,,,willymiranda@afpadvisor.com,,List Import
220556,,Mike Refojo,,[Unknown],mikefrefojo@gmail.com,,
10905547,Inactive Investor,Jerald Aloof,,LPL Financial LLC Cranford NJ 208 North Ave W,jerry.aloof@lpl.com,,Salesforce
339854,,Nicola Scott,Partner,Kestrel Partners Or Kestrel Investment Partners,nicola.scott@kestrelip.com, -3716259,Manual List Upload
9545988,,Melissa Brown,,,melissa.brown@securitiesamerica.com,,List import
9602616,,Alan Peters,,,alanpaulpeters@gmail.com,,List import
9602723,,Joseph L Bohlen,,,lbohlen@lbohlen.com,,List import
7104755,,Mo Smith,,,thorn5431@gmail.com,,Web form fillout
6508409,,Jordan Pilling,,,jordanlp@protonmail.com,,Web form fillout
11021244,Inactive Investor,Christopher Lee,,"Allstate Financial Services, LLC Louisville KY 2821 S Hurstbourne Pkwy",christopherlee@allstate.com,,Salesforce
11179593,Inactive Investor,Suzan Horvatinovich,Financial Advisor,"Wells Fargo Clearing Services, LLC Battle Creek MI 3566 Capital Ave SW",suzan.hope@wellsfargoadvisors.com,,Salesforce
10981794,Inactive Investor,Eric Bippen,,Perella Weinberg Partners LP,ebippen@pwpartners.com,,Salesforce
9572615,,Joseph Saskiewicz,,,joseph.saskiewicz@voyafa.com,,List import
10657189,,Evette Miller,,,evette.miller@jpmorgan.com,,List Import
10983411,Inactive Investor,Kristin Leuschen,,Commonwealth Financial Network Richmond VA 1807 Libbie Ave,kleuschen@commonwealth.com,,Salesforce
9545596,,Sandra Senft,,,sandra@altitudefinancialplanning.com,,List import
9642405,,John Patin,,,john.patin@awacservices.com,,List import
11086987,Inactive Investor,Martin Westen,Financial Advisor,Thrivent Investment Management Inc. Washington IA 120 E Main St,marty.westen@thrivent.com,,Salesforce
9579085,,Paul Broomell,,,pbroomell@massmutual.com,,List import
11233781,Inactive Investor,Joel Wozny,,"W&S Brokerage Services, Inc. Wooster OH 2914 Cleveland Rd",,,Salesforce
10781522,Inactive Investor,Joseph Bedard,Portfolio Associate,Morgan Stanley Colchester VT 105 W View Rd,joseph.bedard@morganstanley.com,,Salesforce
10767013,Inactive Investor,Tommy Mills,Assistant Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,tommy.mills@morganstanley.com,,Salesforce
10463680,,Jeff Guykema,,,jguykema@gmail.com,,Web Form Fillout
11088422,Inactive Investor,Matthew Guzinski,,"FBL Marketing Services, LLC Omaha NE 7114 N 102nd Cir",matthew.guzinski@fblfinancial.com,,Salesforce
341415,,Fredrik Gutenbrant,"Owner, Chief Executive Officer And Portfolio Manager",Keel Capital Ab,gutenbrant@keelcapital.se,468-412-2245,Manual List Upload
9633509,,Earl Tappan,,,earltappan@aol.com,,List import
10930426,Inactive Investor,Allan Harkness,President,Peak Wealth Group LLC,,,Salesforce
9611742,,Fayss 2fayss,,,dreux_28@hotmail.com,,List import
11161811,Inactive Investor,Jacob Martinez,Wealth Management Associate,Morgan Stanley Folsom CA 2365 Iron Point Rd,,,Salesforce
11171604,Inactive Investor,Elias Hassan,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,yhassan@rwbaird.com,,Salesforce
11104124,Inactive Investor,Sujan Chyo,Analyst - Consulting Group,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,sujan.suh@morganstanley.com,,Salesforce
10762422,Inactive Investor,Dennis Cahill,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,dennis.cahill@ubs.com,,Salesforce
370413,,Mark Sensenig,,Merck &Co.,mark_sensenig@merck.com,215-256-6696,release
9640422,,Mark Paley,,,mpaley@hyamsfoundation.org,,List import
10917460,Inactive Investor,Ann Frost,,Cetera Advisor Networks LLC Saint Cloud MN 3030 1st St S,frosta@ceteranetworks.com,,Salesforce
11221752,,Kenneth Wong,,,wong@blackrock.com,,List Import
10945767,Inactive Investor,Luis Esquivel,,"Wells Fargo Clearing Services, LLC Englewood CO 9350 E Arapahoe Rd",,,Salesforce
10827164,Inactive Investor,Michael Ross,,Integrated Advisors Network LLC,,,Salesforce
9594269,,Micah Porter,,,msporter@minervaplanninggroup.com,,List import
60986,,Jeffrey Johnson,Managing Member & Chief Compliance Officer,"Seven Hills Financial, Llc",jeff@sevenhillsfinancial.com,850-219-6699,Manual List Upload
10425074,,Anthony Foster,,,towerlight@aol.com,,Web Form Fillout
9615971,,Jason Fielding,,,jfieldingtsc@gmail.com,,List import
10944612,Inactive Investor,Austin Root,Chief Investment Officer,"Stansberry Asset Management, LLC",aroot@stansberryam.com,,Salesforce
10856906,Inactive Investor,Eric Tucker,Financial Advisor,Edward Jones Hazelwood MO 6308 Hazelwest Ct,eric.tucker@edwardjones.com,,Salesforce
11128214,Inactive Investor,Sukanya Ghosh,Wealth Management Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,sukanya.ghosh@morganstanley.com,,Salesforce
10793409,Inactive Investor,Timothy Atkinson,Advisor;Chief Compliance Officer,TFG Advisors,tim@tfg-advisors.com,,Salesforce
10927343,Inactive Investor,Margarhedt Varon,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 2401 Ralph Ave,margarhedt.varon@jpmorgan.com,,Salesforce
10915668,Inactive Investor,Bradford Martin,Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield IA 105 E Locust St",bradford.t.martin@ampf.com,,Salesforce
11028352,Inactive Investor,Mario Valenzuela,Client Service Associate,Citigroup Global Markets Inc. New York NY 153 E 53rd St,mario.valenzuela@citigroup.com,,Salesforce
372662,,Cole Brooks,,United States,cole_brooks@vanguard.com,,source
11123031,Inactive Investor,Michael Daly,,J.P. Morgan Securities LLC Dublin CA 7600 Dublin Blvd,michael.daly@jpmorgan.com,,Salesforce
10807903,Inactive Investor,Ashlyn Aaron,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",ashlyn.aaron@ml.com,,Salesforce
11186099,Inactive Investor,Karim Aryeh,,Deutsche Bank Securities Inc. Miami FL 600 Brickell Ave,karim@deutschewealth.com,,Salesforce
11042959,Inactive Investor,Brian Skinner,,"Farmers Financial Solutions, LLC Elmhurst IL 180 W Park Ave",bskinner2@farmersagent.com,,Salesforce
11060593,Inactive Investor,Tzvetelina Botchoukova,Chief Compliance Officer;Managing Director,Lumiere Financial,lina.botchoukova@lumierefg.com,212-516-5900,Salesforce
10841095,Inactive Investor,Raymond Eckersall,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Oak Park IL 400 Lake St",raymond.eckersall@wfafinet.com,,Salesforce
11210721,Inactive Investor,Lori Grappin,,The Huntington Investment Company Sanford MI 256 W Saginaw Rd,,,Salesforce
9581011,,Kevin Hebbel,,,khebbel@schgroup.com,,List import
10755810,Inactive Investor,Jessica Knutson,Financial Advisor,Edward Jones Stoughton WI 400 W Main St,jessica.knutson@edwardjones.com,,Salesforce
9609459,,Himanshu Balara,,,balara77@gmail.com,,List import
10920528,Inactive Investor,Marilyn Lewis,,State Farm VP Management Corp. Carson City NV 321 W Winnie Ln,marilyn.lewis.b63d@statefarm.com,,Salesforce
10852666,Inactive Investor,William Wright,Chief Compliance Officer;Director;President;Treasurer,"Thomas Wright Asset Management, Inc.",stuart@investwright.com,,Salesforce
11177127,Inactive Investor,Dorian Piekarz,Financial Advisor,Edward Jones Dacula GA 465 Dacula Rd,dorian.piekarz@edwardjones.com,,Salesforce
11002622,Inactive Investor,John Williams,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9577604,,Tristan Sarton du Jonchay,,,tristan-sarton@hotmail.fr,,List import
11020726,Inactive Investor,Nancy Herring,,"Osaic Wealth, Inc. Chicago IL 736 N Hudson Ave",,,Salesforce
9588656,,Edward Lambert,,,edward.lambert@mondrian.com,,List import
11176105,Inactive Investor,Cambry Gundrum,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",cambry.gundrum@ml.com,,Salesforce
11196982,Inactive Investor,Kamala Manchigiah,Retirement Counselor,Lincoln Investment Wooster OH Private Residence,kmanchigiah@lincolninvestment.com,,Salesforce
9634060,,Matt Thomas,,,jackennedy69@aol.com,,List import
11160534,Inactive Investor,Katherine Phifer,Financial Advisor,"Wells Fargo Clearing Services, LLC Beaufort SC 1011 Bay St",katherine.phifer@wellsfargoadvisors.com,,Salesforce
11024740,Inactive Investor,Patrick Hager,Branch Manager;Senior Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,patrick.hager@opco.com,,Salesforce
11159195,Inactive Investor,Izhak Asher,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,iasher@ft.newyorklife.com,,Salesforce
187677,,JOHN WU,PRESIDENT,AVA LABS,john@avalabs.org,(203) 340-7001,
11000051,Inactive Investor,Matthew Gropp,Director - Operations;Regulatory Contact;Wealth Advisor,MCM Wealth Lakewood CO Private Residence,matthew@mcmwealth.com,,Salesforce
11035670,Inactive Investor,Kirk Doyle,Financial Advisor,Edward Jones Farmington ME 145 Pleasant St,kirk.doyle@edwardjones.com,,Salesforce
11201165,Inactive Investor,Kimberly Nordi,Senior Financial Advisor,Sowell Management Gig Harbor WA 3312 Rosedale St NW,,,Salesforce
9612908,,Igor Arsenin,,,igor.arsenin@ubs.com,,List import
11166152,Inactive Investor,Bradley Boner,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10923492,Inactive Investor,Matthew Hurwit,,Jefferies LLC San Francisco CA 101 California St,mhurwit@jefferies.com,,Salesforce
9582628,,Charles Campbell,,,lushy_charlie@yahoo.com,,List import
11144905,Inactive Investor,Dennis Kreuscher,,"Fortune Financial Services, Inc. Lake Mills IA 311 W Main St",dkreuscher@fortunefinancialservices.com,,Salesforce
11159590,Inactive Investor,Frank Hogan,Financial Advisor;Managing Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,frank.hogan@ubs.com,,Salesforce
10658950,,Patricia Lauer,,,plauer@williamblair.com,,List Import
9566317,,Robert Thetreault,,,rthetreault@massmutual.com,,List import
9628850,,Wilmer Fuentes,,,wilm3r.fuentes@gmail.com,,List import
10984635,Inactive Investor,Ekaterina Ottenweller,,J.P. Morgan Securities LLC South San Francisco CA 101 Mc Lellan Dr,ekaterina.a.ottenweller@chase.com,,Salesforce
11179511,Inactive Investor,Sherri Beabout,,"Cambridge Investment Research, Inc. Lafayette IN 300 Main St",,,Salesforce
10903508,Inactive Investor,Lawrence McGuire,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner,"Red Rock Capital Advisors, LLC Hibbing MN Private Residence",larrymcguire@redrockcapitaladvisors.com,,Salesforce
11088506,Inactive Investor,Lawrence Eppolito,,"Raymond James Financial Services, Inc. Chelmsford MA 1 Meeting House Rd",larry.eppolito@raymondjames.com,,Salesforce
10858467,Inactive Investor,Brandon Klippel,Managing Member;Principal;Regulatory Contact,Vista Cima Wealth Management LLC,,,Salesforce
11171485,Inactive Investor,Quentin Campbell,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL Private Residence",quentin.campbell@ml.com,,Salesforce
11137252,Inactive Investor,Bailey Boyd,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11159505,Inactive Investor,Donald Arment,Chief Compliance Officer;Managing Member,"Mountain Workhorse Capital, LLC",,,Salesforce
10766205,Inactive Investor,Daniel Young,Assistant Vice President;Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Irvine CA 1901 Main St,dan.a.young@morganstanley.com,,Salesforce
9608386,,Douglas Crets,,,dbcmedia@hotmail.com,,List import
368053,,Oya Celiktemur,Director,,oya@jacobiam.com,7912575279,Webinar
249120,,Xavora Holloway,Crypto Investor,Onyx,zenzelai18@gmail.com,,Manual List Upload
10780559,Inactive Investor,Michael Sheridan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",,,Salesforce
9604139,,MADISON MARIANI,,,madison@b2c2.com,,List import
9644106,,Thomas Woodhouse,,,twoodhouse@priowealth.com,,List import
10884620,Inactive Investor,Jigisha Bengali,,"Charles Schwab & Co., Inc. San Jose CA Private Residence",jigisha.bengali@schwab.com,,Salesforce
9613328,,Mandla Dlamini,,,growthtym@gmail.com,,List import
11175183,Inactive Investor,Guy Fujishige,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",guy.t.fujishige@ampf.com,,Salesforce
10489870,,Richard Stainsby,,"WealthStar Advisors, LLC Plano TX 5700 Granite Pkwy",rstainsby@wealthstaradvisors.com,,List Import
10810424,Inactive Investor,Ronald Greber,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,rgreber@ft.newyorklife.com,,Salesforce
372818,,Roger Gilmore,,[Unknown],rlg455@hotmail.com,,source
10611546,,Mark Verity,Financial Advisor,,mark.verity@equitable.com,,List Import
10786489,Inactive Investor,John Williams,Limited Partner,"Alamo Advisors, LP",johnw@alamoadvisors.com,,Salesforce
9604486,,Biz Fano,,,bizfano@gmail.com,,List import
10788955,Inactive Investor,Bryan Haslam,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,bryan.haslam@fidelity.com,,Salesforce
11090564,Inactive Investor,Keith Schuss,,LPL Financial LLC Columbus OH 300 E Broad St,keith.schuss@lpl.com,,Salesforce
10921659,Inactive Investor,Emma Smith,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
10867013,Inactive Investor,Jeffrey Mauritzen,,"Farmers Financial Solutions, LLC Arlington Heights IL 215 N Arlington Heights Rd",jmauritzen@farmersagent.com,,Salesforce
10753162,Inactive Investor,David Haehnel,Financial Advisor,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",david.haehnel@rbc.com,,Salesforce
11097378,Inactive Investor,Jonathan Lee,,LPL Financial LLC Alamo CA 3189 Danville Blvd,,,Salesforce
9545459,,Hader Castillo,,,hadercastillo@hotmail.com,,List import
10889144,Inactive Investor,Brenton Hunter,Senior Financial Consultant,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",,,Salesforce
11048396,Inactive Investor,Theodore Johnson,,"CreativeOne Securities, LLC Topeka KS 1414 SW Ashworth Pl",,,Salesforce
10510862,,Robert Michaud,Chief Investment Officer,New Frontier Advisors,romichaud@newfrontieradvisors.com,,List Import
10933576,Inactive Investor,Anthony Geis,,"Ameriprise Financial Services, LLC Detroit MI 411 W Lafayette Blvd",anthony.geis@ampf.com,,Salesforce
9557802,,Misa Nikonov,,,sf_misa@yahoo.com,,List import
10992650,Inactive Investor,Hayes McDowell,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,hayes.mcdowell.f2jy@statefarm.com,,Salesforce
10978119,Inactive Investor,Leonard Dietrich,,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",leonard.dietrich@raymondjames.com,,Salesforce
10396707,,Geelbooi Skosana,,,geelbooiskosana@gmail.com,0718377096,Web Form Fillout
9575194,,Kristen O'Grady,,,kristen@seedsinvestor.com,,List import
10842240,Inactive Investor,Stephen Carter,Financial Advisor,"Osaic Wealth, Inc. Grandville MI 4095 Chicago Dr SW",,,Salesforce
372623,,Joyce Dresner,,United States,joyner9463@gmail.com,,Salesforce
9641429,,Luis Becker,,,luisbecker18@hotmail.com,,List import
7375574,,Tim Whaley,,,timwhaley40@msn.com,,Web Form Fillout
9543347,,David Conlin,,,david.conlin@valic.com,,List import
10988881,Inactive Investor,Willis Morrison,,State Farm VP Management Corp. Plano TX 158 W FM 544,,,Salesforce
10799923,Inactive Investor,Antione Willis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,antione.willis@fidelity.com,,Salesforce
10792855,Inactive Investor,Bury Barbier,,"Osaic Institutions, Inc. Stamford CT Private Residence",bbarbier@infinexgroup.com,,Salesforce
11117580,Inactive Investor,Lawrence Grill,,"LaSalle St Securities, L.L.C. Champaign IL 1311 S Neil St",lgrill@lasallest.com,,Salesforce
10606157,,Michael Topinka,Branch Manager,"Raymond James Financial Services Advisors, Inc",mtopinka@topinkafinancial.com,973-692-7065,List Import
11218868,,Timothy Stoklosa,,,tstoklosa@aam.us.com,,Other
11108128,Inactive Investor,William Gorman,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",william_gorman@ml.com,,Salesforce
9547234,,Ross Quigley,,,jrossq@aol.com,,List import
11086665,Inactive Investor,Jason Wright,Financial Advisor,Edward Jones Coldwater MI 327 W Chicago St,jay.wright@edwardjones.com,,Salesforce
10844293,Inactive Investor,Robert Wachholz,Financial Advisor,"Packerland Brokerage Services, Inc. Wausau WI 227501 Rib Mountain Dr",robert_wachholz@packerlandbrokerage.com,,Salesforce
100022,,Ahmad Abedi,,Jilo,steve.grn64@gmail.com,(989) 017-9802,Organic Search
10828675,Inactive Investor,Ian Weinstein,Chief Executive Officer;Founder;Manager,"Regimen Wealth, LLC",ian@regimenwealth.com,,Salesforce
210384,,Piotr Stefanczyk,,Private person,stefanczyk@onet.pl,,Direct
9581142,,Charley Hine,,,charley@chain.com,,List import
11125891,Inactive Investor,Roger Kasch,Private Wealth Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",roger.e.kasch@ampf.com,,Salesforce
11024462,Inactive Investor,Shana Ice,Senior Registered Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,shana.osgood@morganstanley.com,,Salesforce
9557161,,William Frechtman,,,wfrechtman@financialguide.com,,List import
5061332,,sony dreng,,,dapaf55813@sopulit.com,,Web Form Fillout
9554910,,Erin Ridley,,,err@reninv.com,,
11073056,Inactive Investor,Anthony Hinson,,"Intercarolina Financial Services, Inc. Oakboro NC 210 N Main St",,,Salesforce
11097492,Inactive Investor,Patrick Labbe,Investment Analyst,Bruni J V & Co,plabbe@jvbruni.com,,Salesforce
11157620,Inactive Investor,Katherine McSween,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",katherine.mcsween@ml.com,,Salesforce
11254282,Inactive Investor,Matthew Ryan,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",,,Salesforce
11193613,Inactive Investor,Laurie Ruckman,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,lruckman@primerica.com,,Salesforce
11137374,Inactive Investor,Guy Swain,Wealth Consultant,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,gswain@commonwealth.com,,Salesforce
11137806,Inactive Investor,Sandy Sahak Aghjehghaleh,,J.P. Morgan Securities LLC Campbell CA 1875 S Bascom Ave,sandy.sahak-aghjehghaleh@jpmorgan.com,,Salesforce
9550424,,Marcus Winchester,,,marcus.winchester@securitiesamerica.com,,List import
9589090,,Elissa Buie,,,elissa@yebu.com,,List import
11195918,Inactive Investor,Anna Kolinsky,,Citigroup Global Markets Inc.,,,Salesforce
11259871,Inactive Investor,Bryan Farfan,,J.P. Morgan Securities LLC Washington DC 4445 Wisconsin Ave NW,,,Salesforce
11222967,,David Robertson,,,cathy@thefinctr.com,,List Import
9644189,,Marc Ambrester,,,mambrester@gmail.com,,List import
10971416,Inactive Investor,William Lutz,,"Bankers Life Securities, Inc. Wesley Chapel FL 2818 Cypress Ridge Blvd",william.lutz@bankerslife.com,,Salesforce
371734,,Chris DePierro,,United States,chrisdepierro4@gmail.com,,Salesforce
42727,,Sean Warner,"Advisor, Financial Professional, Financial Services Representative","MML Investors Services, LLC",seanwarner@financialguide.com,630-441-1097,
11007704,Inactive Investor,Grace Smith,,Purshe Kaplan Sterling Investments,gsmith@pksinvest.com,,Salesforce
11108659,Inactive Investor,Dennis Hegarty,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,dennis.hegarty@fidelity.com,,Salesforce
11153768,Inactive Investor,Frank Briseno,,"Osaic Wealth, Inc. Metairie LA 414 Clearview Pkwy",,,Salesforce
10942964,Inactive Investor,James Cotter,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
10659727,,Brisly Alonso-Ali,,,brisly.a.alonso-ali@chase.com,,List Import
236630,, -,,[[Unknown]],sexyslim2567@aol.com,,Other
10833066,Inactive Investor,Nicholas Penna,,"Raymond James Financial Services, Inc. Basking Ridge NJ 222 Mountain Rd",nicholas.penna@raymondjames.com,,Salesforce
11163480,Inactive Investor,Kenneth Weise,,LPL Financial LLC Rohnert Park CA 6020 Commerce Blvd,kenneth.weise@lpl.com,,Salesforce
342706,,Stephen Yoost,Chief Operating Officer And General Counsel,Trive Capital Management Llc,syoost@trivecapital.com,214-499-9715,Manual List Upload
10767817,Inactive Investor,Mark Winthrop,Elected Manager;Founding Partner;Managing Member;President;Wealth Advisor,Winthrop Wealth,mark.winthrop@winthropwealth.com,,Salesforce
7313282,,9039695656 dfvrv,,,venef44836@kaudat.com,,Web Form Fillout
9552104,,Mark Sarlo,,,mark_sarlo@usicg.com,,List import
11233272,Inactive Investor,Huilin Yang,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10776213,Inactive Investor,Tracy Cole,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",tracy_j_cole@ml.com,,Salesforce
10944053,Inactive Investor,Richard Ramsay,,"J.W. Cole Financial, Inc. Saint Paul MN 1338 Bayard Ave",,,Salesforce
9555892,,Amy Zachery,,,amy.zachery@suntrust.com,,List import
10962682,Inactive Investor,James Newsom,,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",,,Salesforce
11261278,Inactive Investor,Alicia Chiamulera,Financial Advisor,Charter Oak Capital Management,alicia@charteroakcm.com,,Salesforce
10777811,Inactive Investor,Patrick George,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
11069823,Inactive Investor,Andrew Temple,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,andrew.temple@fmr.com,,Salesforce
86538,,Harold Lozano,,Colombia,hlozanoh555@gmail.com,,source
11112091,Inactive Investor,Maritza Montoy,,Country Capital Management Company Tucson AZ 4750 N Oracle Rd,maritza.montoy@countryfinancial.com,,Salesforce
220566,,David Wilson,,[Unknown],dwilson@shermanhoward.com,,Event
10940293,Inactive Investor,Dustin Mountcastle,Senior Vice President,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",,,Salesforce
5915671,,Anderson Smith,,,gawibot420@khaxan.com,,Web Form Fillout
10914252,Inactive Investor,Tien Nguyen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11122699,Inactive Investor,Rory Murnan,,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",rory.murnan@ampf.com,,Salesforce
9599147,,Gerrit Fedele,,,gerrit@fiduciaryadvisors.com,,List import
11016539,Inactive Investor,James Mccarron,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",james.mccarron@equitable.com,,Salesforce
9621545,,Surendra Dave,,,surenparul@gmail.com,,List import
351110,,Brian Weinreich,Partner,Alpha Asset Management,bweireich@egifinancial.com,330-374-7500,Manual List Upload
11073616,Inactive Investor,Joseph Brown,Financial Planning Specialist;Senior Vice President;Wealth Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,joseph.m.brown@morganstanley.com,,Salesforce
9609201,,Ben Caselin,,,ben.caselin@atomintl.com,,List import
10863244,Inactive Investor,William Milton,Financial Consultant,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",william.milton@equitable.com,,Salesforce
9606660,,Michael Gilmore,,,zic88zid@gmail.com,,List import
10888595,Inactive Investor,Robin Morrell,,"First Heartland Capital, Inc. Weare NH 27 Daniels Rd",rmorrell@firstheartland.com,,Salesforce
11044572,Inactive Investor,Byron Rosas,,J.P. Morgan Securities LLC Houston TX 600 Travis St,byron.rosas@jpmorgan.com,,Salesforce
11146355,Inactive Investor,Brady Fineske,Chief Compliance Officer;President,TFO Wealth Partners,bfineske@tfowealth.com,,Salesforce
11129841,Inactive Investor,Eric Beiley,,"Steward Partners Investment Solutions, LLC New York NY 140 E 45th St",ebeiley@stewardpartners.com,,Salesforce
11238838,Inactive Investor,Jim Milbery,,ParkerGale,jim@parkergale.com,,Salesforce
10864914,Inactive Investor,Cary Kornick,Managing Director,Herr Investment Group LLC,ckornick@herrinvest.com,,Salesforce
11118093,Inactive Investor,Chalmers Glenn,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Sumter SC 460 W Wesmark Blvd",glennc@stifel.com,,Salesforce
9603387,,joseph sassi,,,jpsassi@cox.net,,List import
11115016,Inactive Investor,Thomas Keilty,,PFS Investments Inc. San Bernardino CA 420 E Hospitality Ln,thomas.keilty@primerica.com,,Salesforce
11055314,Inactive Investor,Frances Joseph,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11081186,Inactive Investor,Samson Chan,,"Lion Street Financial, LLC San Ramon CA 2404 San Ramon Valley Blvd",schan@lionstreet.com,,Salesforce
11181539,Inactive Investor,E Miller,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",e.scott.miller@wellsfargoadvisors.com,,Salesforce
10906664,Inactive Investor,Heather Hennigh,,"Osaic Wealth, Inc. Houston TX 5444 Westheimer Rd",,,Salesforce
9634808,,Mike Allison,,,mike@mdxwealth.com,,List import
9561567,,Anthony Zackery,,,zackery@zci.com,,List import
124012,,Stanley Altmark,Partner And Chief Compliance Officer,"Joel Isaacson & Co., Llc",saltmark@joelisaacson.com,212-302-6300,Manual List Upload
11069021,Inactive Investor,Xi Shen,Executive Director,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,,,Salesforce
9553270,,Francie Dittmer,,,francie.dittmer@gmail.com,,List import
10980859,Inactive Investor,Nicholas Trulis,,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,nick.trulis@chase.com,,Salesforce
11192010,Inactive Investor,Carolyn Davila,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flower Mound TX 4281 Esplanade Pl",carolyn.davila@ml.com,,Salesforce
10999007,Inactive Investor,Chuong Thi,,"Principal Securities, Inc.",tevlin.chad@principal.com,,Salesforce
11110896,Inactive Investor,Joey Allen,Chief Compliance Officer;Owner,Reaching Upward Financial Solutions LLC,,,Salesforce
9542451,,Youssef Baza,,,youssefanass2013@gmail.com,,List import
10987550,Inactive Investor,Caron Clements,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,caron.clements@thrivent.com,,Salesforce
10854666,Inactive Investor,Brittney Hopkins,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brittney.hopkins@fidelity.com,,Salesforce
11036523,Inactive Investor,Jeremy Green,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10811297,Inactive Investor,Jon Sabo,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",jon.sabo@ampf.com,,Salesforce
10953331,Inactive Investor,Robert Melberth,Chief Compliance Officer;Chief Executive Officer;Managing Member,Melberth Capital,,,Salesforce
11117737,Inactive Investor,Jay Bernard,,State Farm VP Management Corp. Conway AR 1150 Bob Courtway Dr,,,Salesforce
10952615,Inactive Investor,William Garvey,Financial Professional,"Pruco Securities, LLC. Omaha NE 15750 W Dodge Rd",bill.garveyjr@prudential.com,,Salesforce
10494461,,William Hardy,"Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer, Partner","Inverdale Capital Management, LLC",will@inverdalecapital.com,,List Import
10862250,Inactive Investor,Michael Ulanich,,GWN Securities Inc.,mulanich@gwnsecurities.com,,Salesforce
11028319,Inactive Investor,Kayla Mccormack,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,kmccormack@primerica.com,,Salesforce
10960195,Inactive Investor,Sara Anderson,Administrative Assistant;Financial Advisor,"Ameriprise Financial Services, LLC Fargo ND 4160 24th Ave S",sara.j.anderson@ampf.com,,Salesforce
10800711,Inactive Investor,Adam Liebman,Senior Financial Associate,Wintrust Investments LLC Lake Forest IL 727 N Bank Ln,aliebman@wintrustwealth.com,,Salesforce
10944258,Inactive Investor,John Chiamas,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,jchiamas@ft.newyorklife.com,,Salesforce
10922324,Inactive Investor,Kelly Florio,Anti-Money Laundering Compliance Officer;Vice President,"Pruco Securities, LLC.",kelly.florio@prudential.com,,Salesforce
10805126,Inactive Investor,Roxanne Kroll,Associate Director;Team Administrator,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,roxanne.kroll@ubs.com,,Salesforce
10932680,Inactive Investor,David Amaya,,PFS Investments Inc. Hauppauge NY 350 Motor Pkwy,david.amaya@primerica.com,,Salesforce
11025843,Inactive Investor,Brock Dunn,Associate Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",brock.dunn@ampf.com,,Salesforce
10618339,,James Peller,,,jim_peller@ml.com,,List Import
10828307,Inactive Investor,Marco Bobadilla,Private Banker,"Wells Fargo Clearing Services, LLC Rockaway NJ 401 US Hwy 46",marco.bobadilla@wellsfargoadvisors.com,,Salesforce
10775325,Inactive Investor,Gary Kwawer,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",gary.kwawer@wellsfargoadvisors.com,,Salesforce
11123367,Inactive Investor,Kevin Cook,Financial Consultant,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",kevin.cook@equitable.com,,Salesforce
11115093,Inactive Investor,Christopher Sherer,,"Osaic Wealth, Inc. Stuart FL Private Residence",,,Salesforce
9860250,,James Polk,,,jfpolk@gmail.com,,Web Form Fillout
11120650,Inactive Investor,Milton Caraway,Financial Advisor,Edward Jones Bushnell FL 110 W Belt Ave,david.caraway@edwardjones.com,,Salesforce
118473,,Albert Maixner,"Relationship Manager, Senior Relationship Manager","Principal Securities, Inc.",maixner.albert@principal.com,636-449-0760,
9558134,,David Cefaloni,,,david.cefaloni@fidelity.com,,List import
9541851,,sang min lee,,,tkdals5772@naver.com,,List import
11118018,Inactive Investor,Russell Emrath,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",russell.t.emrath@ampf.com,,Salesforce
11212919,Inactive Investor,Caitlin Taylor,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10874840,Inactive Investor,Sally Eskander,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Cucamonga CA 8700 Baseline Rd",sally.eskander@ml.com,,Salesforce
9587338,,Frank Fitzgerald,,,fitzgeraldf@ft.newyorklife.com,,List import
4822125,,Blox Periment,,,bloxperimenttechnologies@gmail.com,,Web Form Fillout
9606702,,Kevin Perry,,,kevin.perry@soros.com,,List import
11103110,Inactive Investor,Owen Gartrell,Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,fgartrell@rwbaird.com,,Salesforce
10996342,Inactive Investor,Michael Murphy,,"Osaic Institutions, Inc. Hudsonville MI 3467 Kelly St",,,Salesforce
10873027,Inactive Investor,Christopher Scott,Client Service Associate,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,ryan.scott@opco.com,,Salesforce
11013222,Inactive Investor,Ayanna Wiggins-Cooke,,PFS Investments Inc. Petersburg VA 30 Franklin St,ayannacherique.wiggins@primerica.com,,Salesforce
9546708,,Laura Gruendler,,,lgruendler@massmutual.com,,List import
11229348,Inactive Investor,Amanda Rhoades,,"Principal Securities, Inc.",,,Salesforce
11156443,Inactive Investor,Rodney Caillouet,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",rod.caillouet@nm.com,,Salesforce
11052526,Inactive Investor,Paul Ickes,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,pickes@primerica.com,,Salesforce
9597402,,Michael Mclaughlin,,,mmclaughlin@pml.ca,,List import
10971227,Inactive Investor,Sean Hipskind,Director;Portfolio Manager,Wintrust Investments LLC,shipskind@wintrustwealth.com,,Salesforce
10982622,Inactive Investor,Austin Farnsworth,,"Cambridge Investment Research, Inc. Cookeville TN 753 Humble Dr",,,Salesforce
11118637,Inactive Investor,Blake Whitten,Financial Advisor,LPL Financial LLC Cambridge MD 411 Muse St,blake.whitten@lpl.com,,Salesforce
10927958,Inactive Investor,Bryan Duffy,Financial Advisor,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",bryan.duffy@prudential.com,,Salesforce
10914260,Inactive Investor,Emmanuel Christian,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11208246,Inactive Investor,Jacqueline Erhart,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jacqueline.erhart@ubs.com,,Salesforce
11161177,Inactive Investor,Olivia Lewis,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",olivia.lewis@nm.com,,Salesforce
10887501,Inactive Investor,Charles Branch,Financial Advisor,LPL Financial LLC Spokane WA 2610 N Pines Rd,dick.branch@lpl.com,,Salesforce
10798421,Inactive Investor,Jeoffrey Wasson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,jeff.wasson@ubs.com,,Salesforce
10895110,Inactive Investor,William Haney,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9568737,,grace belo,,,batistalakegg@gmail.com,,List import
9600440,,Daniel Kleineman,,,dkleineman@northstarcapital.com,,List import
9609406,,Robert Parris,,,rob.parris@manulifesecurities.ca,,List import
10898310,Inactive Investor,Carlo Airdo,Financial Advisor,Commonwealth Financial Network Oak Brook IL 903 Commerce Dr,cairdo@cofgroup.com,,Salesforce
9604770,,Oscar Pembleton,,,timmyjones62@gmail.com,,List import
11018178,Inactive Investor,Frankki Romano,Financial Advisor;Wealth Management Advisor,Morgan Stanley New York NY 399 Park Ave,frankki.romano@morganstanley.com,,Salesforce
10906446,Inactive Investor,Mark Weiss,,"Cambridge Investment Research, Inc. Franktown CO 11151 Ponderosa Ln",,,Salesforce
10931162,Inactive Investor,Anne Wilson,,MissionSquare Investment Services,awilson@icmarc.org,,Salesforce
11032636,Inactive Investor,Danick Baron,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,dbaron@primerica.com,,Salesforce
10880980,Inactive Investor,Bart Lia,,"Osaic Wealth, Inc. Brookfield WI 16655 W Bluemound Rd",,,Salesforce
10977697,Inactive Investor,Cedomir Prtenjak,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,,,Salesforce
11064126,Inactive Investor,Kevin Mcminimy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11073053,Inactive Investor,Michael Gasman,,"Harbour Investments, Inc. Appleton WI 1920 E Northland Ave",,,Salesforce
11191846,Inactive Investor,Vincent Amalfitano,,"Raymond James Financial Services, Inc. Mohrsville PA 600 Eagleview Dr",vince.amalfitano@raymondjames.com,,Salesforce
11046464,Inactive Investor,Azie Avanian,,"Farmers Financial Solutions, LLC",azie.avanian@farmersinsurance.com,,Salesforce
10803584,Inactive Investor,Marvin Epstein,Senior Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,marvin.epstein@ubs.com,,Salesforce
11035488,Inactive Investor,Wayne Randall,Executive Director,J.P. Morgan Securities LLC Pittsburgh PA 301 Grant St,wayne.randall@jpmorgan.com,,Salesforce
10858056,Inactive Investor,Chanh Chong-Lai,,NYLIFE Securities LLC Grand Rapids MI 4312 Division Ave S,cchonglai@ft.newyorklife.com,,Salesforce
10772287,Inactive Investor,Jonathan Bratincevic,Corporate Retirement Director;Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Pasadena CA 55 S Lake Ave,jon.bratincevic@morganstanley.com,,Salesforce
10949810,Inactive Investor,Alexander Klawitter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11170680,Inactive Investor,Amy Wells,,The Huntington Investment Company Florence KY 8723 US Hwy 42,amy.wells@huntington.com,,Salesforce
11045785,Inactive Investor,Elizabeth Trotter,Financial Advisor,Thrivent Investment Management Inc. Louisville KY 9420 Bunsen Pkwy,liz.trotter@thrivent.com,,Salesforce
9629809,,Bob Jones,,,hypodermic@gmail.com,,List import
10816137,Inactive Investor,Izzac Wells,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",izzac.wells@ml.com,,Salesforce
11208749,Inactive Investor,Johnathan Pope,Financial Advisor,Edward Jones Rogersville MO 110 Dempsey Dr,john.pope@edwardjones.com,,Salesforce
11035010,Inactive Investor,Samuel Yingling,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",samuel.yingling@ml.com,,Salesforce
11042263,Inactive Investor,Michel Bess,First Vice President - Investments,"Raymond James & Associates, Inc. Kokomo IN 105 E Sycamore St",mike.bess@raymondjames.com,,Salesforce
9617241,,Mick Chew,,,mister.mwc@icloud.co,,List import
9633545,,daniel casagrande,,,dcasag@comcast.net,,List import
11199316,Inactive Investor,Christina Reddy,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,christina.reddy@jpmorgan.com,,Salesforce
9599308,,Paul Deer,,,paul.deer@personalcapital.com,,List import
10822584,Inactive Investor,Barbara Pietrangelo,Financial Planner,"Pruco Securities, LLC. Ada MI 4764 Fulton St E",barbara.pietrangelo@prudential.com,,Salesforce
11066620,Inactive Investor,Alberto Chavez,,"American Portfolios Financial Services, Inc. Miami FL 11356 NW 57th Ter",achavez@americanportfolios.com,,Salesforce
10486771,,Robert Johnson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated",bejo1198@aol.com,,List Import
11028335,Inactive Investor,Robert Clark,,"Frost Brokerage Services, Inc.",robert.clark@frostbank.com,,Salesforce
11229324,Inactive Investor,Vaughn Plummer,,William Blair,,,Salesforce
11141071,Inactive Investor,Jordan Bertain,,"Wells Fargo Advisors Financial Network, LLC Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
9554274,,Myo Tun,,,tun975294@gmail.com,,List import
10760300,Inactive Investor,Steven Pippin,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 12910 Shelbyville Rd",steven.e.pippin@ampf.com,,Salesforce
10926941,Inactive Investor,Wade Stemple,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,wade.stemple@fmr.com,,Salesforce
10857898,Inactive Investor,Adam Tau,,"Madison Avenue Securities, LLC New York NY 199 Water St",,,Salesforce
9639865,,Olivier Paccalin,,,olivier.paccalin@socgen.com,,List import
11091833,Inactive Investor,Ryan Mayer,Senior Associate,Neuberger Berman BD LLC San Francisco CA 655 Montgomery St,,,Salesforce
9568947,,Joey Hsu,,,jhsu@commonwealth.com,,List import
10808848,Inactive Investor,Francis Addonizio,Private Wealth Advisor,"Ameriprise Financial Services, LLC Boston MA 20 Park Plz",frank.x.addonizio@ampf.com,,Salesforce
352438,,Kyle Kim,Investment Advisor Representative,Fortis Group Advisors Llc,kyle.kim@thepcag.com,201-383-0630,Manual List Upload
7473784,,Md Ismail,,,md0454205@gmail.com,,Web Form Fillout
223096,,Vince Gubitosi,,[Unknown],vingub@gmail.com,,Organic Search
10909800,Inactive Investor,Jonathan Eklund,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,jonathan.eklund@opco.com,,Salesforce
116918,,Marshall Pridmore,"Financial Services Representative, Insurance Agent","Principal Securities, Inc.",pridmore.marshall@principal.com,888-774-6267,
10865163,Inactive Investor,Raymond Sayre,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11051325,Inactive Investor,Michael Jolly,,"The Leaders Group, Inc.",,,Salesforce
11208841,Inactive Investor,Logan Brockway,Financial Associate,Thrivent Investment Management Inc. Exton PA 300 N Pottstown Pike,logan.brockway@thrivent.com,,Salesforce
249177,,Frank Lu,CEO,Snowball Securities LLC,luyi0119@hotmail.com,,Manual List Upload
9584988,,Matthew Rego,,,m.rego@fi.com,,List import
10787794,Inactive Investor,Darren Meyers,,PNC Investments Allison Park PA Private Residence,darren.meyers@pnc.com,,Salesforce
11051813,Inactive Investor,Dana Halonen,,"FBL Marketing Services, LLC Maple Grove MN 7038 E Fish Lake Rd",dana.johnson@fbfs.com,,Salesforce
11031135,Inactive Investor,Tyler Lavoie,,"Raymond James Financial Services, Inc. Salem NH 215 Main St",tyler.lavoie@raymondjames.com,,Salesforce
11002733,Inactive Investor,Kenneth Paysse,,"Farmers Financial Solutions, LLC Temple TX 7372 Honeysuckle",,,Salesforce
9617571,,Junaid Sozer,,,junaid_sozer@mcfllc.com,,List import
218378,,Kory Jones,,[Unknown],koryjones@sbcglobal.net,,
10616744,,Kellie Perrault,,,kellie.perrault@lpl.com,,List Import
11196001,Inactive Investor,Jeremy Sorenson,Financial Planner;Managing Member;Partner;Regulatory Contact,"Aspen Private Advisors, LLC",jeremy@aspenpa.com,,Salesforce
10691551,,Mario Harmse,,,info@privatecapital.org.za,,Web Form Fillout
10866730,Inactive Investor,Melissa Lloyd,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,melissa.lloyd@fidelity.com,,Salesforce
11082765,Inactive Investor,Michael Butler,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,mbutler@primerica.com,,Salesforce
11166954,Inactive Investor,Emma Bruce,,Cetera Advisor Networks LLC Middleboro MA 59 N Main St,,,Salesforce
11140330,Inactive Investor,Dilaine Rodriguez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10961400,Inactive Investor,Wyatt Keppler,Relationship Banker,"Wells Fargo Clearing Services, LLC Seattle WA 1620 4th Ave",,,Salesforce
11080733,Inactive Investor,Aimee Carroll,,Goldman Sachs & Co.,aimee.carroll@gs.com,,Salesforce
9542693,,George Rowe,,,george.rowe@savvyinvestor.net,,List import
10879050,Inactive Investor,Stephen Russell,,"Raymond James Financial Services, Inc. Carthage TN 1300 Main St N",stephen.russell@raymondjames.com,,Salesforce
9619880,,Larry Klebanoff,,,kleb94@gmail.com,,List import
1003136,Inactive Investor,Josh Roach,,Lloyd Capital Partners,jroach@lloydcapitalpartnersllc.com,,3rd Party Lead Gen
10813154,Inactive Investor,Janet Chiles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",janet.chiles@ml.com,,Salesforce
9583693,,Steven Baffico,,,sbaffico@fourwoodcapital.com,,List import
11145508,Inactive Investor,Fulton Chang,Financial Advisor;First Vice President;Portfolio Manager;Workplace Advisor,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,jestin.chang@morganstanley.com,,Salesforce
9598700,,Mayank Udani,,,mayankudani@gmail.com,,List import
11028520,Inactive Investor,Luke Childs,,"Cambridge Investment Research, Inc. Harleysville PA 425 Main St",,,Salesforce
9602353,,Steven Lynds,,,steven.lynds@personalcapital.com,,List import
10995379,Inactive Investor,Rishi Rampersad,,"Sanford C. Bernstein & Co., LLC Miami FL 701 Brickell Ave",rishi.rampersad@bernstein.com,,Salesforce
11142820,Inactive Investor,Ryan Price,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster PA 180 Good Dr",,,Salesforce
10895408,Inactive Investor,David Thiel,Financial Advisor,Thrivent Investment Management Inc. Las Vegas NV 8345 W Sunset Rd,david.thiel@thrivent.com,,Salesforce
347860,,Abbey Ledoux,,"National Asset Management, Inc.",aledoux@nationalsecurities.com,561-392-1011,
11116063,Inactive Investor,Sharon Owens,,State Farm VP Management Corp. Millsboro DE 29848 Millsboro Hwy,sharon.p.owens.jfpq@statefarm.com,,Salesforce
10954492,Inactive Investor,Kevin Hynson,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10776706,Inactive Investor,Mark Sorensen,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,"Royal Fund Management, LLC",,,Salesforce
240385,,GLENN TORTOSO,,[Unknown],gtmtgdtr@hotmail.com,,Direct
11198471,Inactive Investor,Austin Shaw,,J.P. Morgan Securities LLC Grosse Pointe MI 685 Saint Clair St,,,Salesforce
9599379,,Alonda Gaines,,,gaines.alonda429@gmail.com,,List import
9560141,,Jay Berger,,,jay.berger@iwmusa.com,,List import
11148005,Inactive Investor,Kendrick Tunstall,Financial Advisor,Edward Jones Indianapolis IN 3725 E Southport Rd,kendrick.tunstall@edwardjones.com,,Salesforce
11128485,Inactive Investor,Michael Reilly,,"Equitable Advisors, LLC Collierville TN 193 Cartwright Farm Ln",michael.reilly@equitable.com,,Salesforce
373510,,Marc Suskin,,[Unknown],marcsuskin@mac.com,,source
11191772,Inactive Investor,Max Wenzel,,"Allstate Financial Services, LLC Redlands CA 154 S 4th St",maxwenzel@allstate.com,,Salesforce
11063975,Inactive Investor,Zwe Thant,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11062909,Inactive Investor,Neelu Nachnani,,"Farmers Financial Solutions, LLC San Ramon CA 2603 Camino Ramon",nnachnani@farmersagent.com,,Salesforce
10900609,Inactive Investor,Chin Po,,"Avantax Investment Services, Inc. Arlington TX 1170 Corporate Dr W",,,Salesforce
11184674,Inactive Investor,Chad Joshpe,Financial Planner;Financial Representative,"MML Investors Services, LLC Sutton NH Private Residence",cjoshpe@financialguide.com,,Salesforce
10800453,Inactive Investor,Kevin Townsend,Managing Director,"Raymond James & Associates, Inc. Salt Lake City UT 95 S State St",kevin.townsend@raymondjames.com,,Salesforce
9586945,,Eddie Rhea,,,erhea@foundationenergy.com,,List import
11100366,Inactive Investor,Kevin Perrault,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fuquay Varina NC 1335 E Broad St",kevin.perrault@ml.com,,Salesforce
9614767,,Shing Chi Jacky Chu,,,grayscale@intelliz.com,,List import
11091299,Inactive Investor,David Gandy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11173963,Inactive Investor,Melissa Green,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,melissa_green@vanguard.com,,Salesforce
10880579,Inactive Investor,Francis Claro,Chief Investment Officer;Founder;Portfolio Manager;Principal,"Contrast Capital Management, LLC",fclaro@contrastcap.com,,Salesforce
10968930,Inactive Investor,Staci Sytkowski,,"Ameritas Investment Company, LLC San Ramon CA 3150 Crow Canyon Pl",staci.sytkowski@ameritas.com,,Salesforce
230824,, -,,[[Unknown]],bdetermined6229@gmail.com,,Organic Search
340661,,Thomas Wong,Limited Partner,"Proprium Capital Partners, L.p.",thomas.wong@proprium.com,203-883-0355,Manual List Upload
228639,, -,,[[Unknown]],info@supermix.se,,Organic Search
11084357,Inactive Investor,Christian Lohmann,,Vanguard Marketing Corporation,christian_lohmann@vanguard.com,,Salesforce
11105562,Inactive Investor,Mary Foft,,"Cambridge Investment Research, Inc. Tustin CA 14032 Enderle Center Dr",,,Salesforce
11050851,Inactive Investor,Glenn Elmblad,Vice President,"Raymond James & Associates, Inc.",glenn.elmblad@raymondjames.com,,Salesforce
10619708,,Jeffrey St John,,,jeff.stjohn@ihtwm.com,,List Import
11157558,Inactive Investor,Jeffrey Hitt,,"FBL Marketing Services, LLC Davenport IA 5117 Jersey Ridge Rd",jeffrey.hitt@fbfs.com,,Salesforce
373956,,chris fernandez,,[Unknown],chris@blockgemini.com,,source
10906913,Inactive Investor,Shelly Terzolo,,Cetera Financial Specialists LLC Camillus NY 240 Township Blvd,shelly.terzolo@ceterafs.com,,Salesforce
10977484,Inactive Investor,John Himmel,,"Empower Financial Services, Inc",john.himmel@empower.com,,Salesforce
218,,,,,pocolocho@vera.com.uy,,
9577797,,Barry Gessner,,,barry.gessner@securitiesamerica.com,,List import
9635573,,Lorie Rhynard,,,lrhynard@vinedahlen.com,,List import
10856928,Inactive Investor,Marco Nocero,Director - Business Development;Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,marco.nocero@morganstanley.com,,Salesforce
10837390,Inactive Investor,Brian Isroff,Executive Director;Financial Advisor,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,brian.isroff@morganstanley.com,,Salesforce
9576367,,Tshepo Pholoba,,,pholobatshepo@gmail.com,,List import
371406,,Sudeep Basu,,[Unknown],sudeepbasu@gmail.com,,ft
240342,,Joseph Bergman,,[Unknown],jmb0173@gmail.com,,Direct
11027721,Inactive Investor,Justin Meuser,Regulatory Contact,DS Investment Advisors,,,Salesforce
348468,,Lori Piekarski,Assistant Vice President,Dana Investment Advisors Inc,lpiekarski@danainvestment.com,262-782-3631,Manual List Upload
10863491,Inactive Investor,John Rand,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,john.rand@fidelity.com,,Salesforce
221527,,Ido Ido,,[Unknown],idowebservice@gmail.com,,
10863968,Inactive Investor,Jeffrey Oprondek,,"Stifel Independent Advisors, LLC Homer Glen IL Private Residence",oprondej@stifelindependence.com,,Salesforce
10872088,Inactive Investor,Carrie Brown,Chief Compliance Officer,"Argent Advisors, Inc.",cbrown@argentadvisors.com,,Salesforce
10925787,Inactive Investor,Melinda Plumb,Financial Advisor,J.P. Morgan Securities LLC Keller TX 980 Keller Pkwy,melinda.j.tung@jpmorgan.com,,Salesforce
11157947,Inactive Investor,Luke Loring,Financial Advisor,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",luke.loring@equitable.com,,Salesforce
3672413,,[Unknown],,,zachary.schiller@bmo.com,,List Import
11115335,Inactive Investor,Terry Lance,,PFS Investments Inc. Concord CA 1800 Sutter St,terry.lance@primerica.com,,Salesforce
10920280,Inactive Investor,Joseph Murphy,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Senior Portfolio Manager,"MWM Advisory Group, LLC Valparaiso IN 332 W US Highway 30",joe.murphy@mwmfinancial.tax,,Salesforce
10756889,Inactive Investor,Jennifer Kary,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",jennifer.kary@ml.com,,Salesforce
226932,, -,,[[Unknown]],simoneware1977@yahoo.com,,
10969900,Inactive Investor,Alexus Nevils,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11254392,Inactive Investor,Patrick Combs,,"Osaic Wealth, Inc. Austin TX 13609 N IH 35",,,Salesforce
11010570,Inactive Investor,Tyler Westrick,Financial Representative,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",,,Salesforce
10873270,Inactive Investor,David Friedman,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",dave.friedman@nm.com,,Salesforce
11161112,Inactive Investor,Robert Davis,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",bdavis@coastal-one.com,,Salesforce
11069198,Inactive Investor,Michael Vogt,,"Midwestern Securities Trading Company, LLC Effingham IL 900 W Jefferson Ave",,,Salesforce
10945618,Inactive Investor,Justin Butler,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
11096185,Inactive Investor,David Gillman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.gillman@fidelity.com,,Salesforce
9635456,,Gregory Myers,,,gregory.myers@metalmarkcapital.com,,List import
10801248,Inactive Investor,Jason Sinning,Financial Advisor,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",jason.a.sinning@wellsfargo.com,,Salesforce
9632030,,Jack Daniels,,,jackharveydaniels@sky.com,,List import
9627430,,Mohamad Rezduan Bin Ali -,,,oneowners73@yahoo.com,,List import
10846406,Inactive Investor,Thomas Talmage,,"IFP Securities, LLC",thomas.talmage@ifpartners.com,,Salesforce
10943829,Inactive Investor,Brendan Graham,,Vanguard Marketing Corporation,brendan_graham@vanguard.com,,Salesforce
11194300,Inactive Investor,Anthony Hurt,,"Osaic Wealth, Inc. Rockledge FL 182 Barton Blvd",,,Salesforce
11071274,Inactive Investor,Jeffrey Smiejek,,"Avantax Investment Services, Inc. Elk Grove Village IL 845 Oakton St",,,Salesforce
9554889,,Brian Talley,,,briantalley61@gmail.com,,List import
333099,,Daniel Kern,CIO,Tfc Financial Management Inc,dkern@tfcfinancial.com,617-210-6700,Manual List Upload
241961,,Emmylou Munoz,,[Unknown],missemmy1313@gmail.com,,
10841258,Inactive Investor,Geoffrey Ratliff,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",geoffrey.b.ratliff@ml.com,,Salesforce
11124361,Inactive Investor,Christine Rogers,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,christine.valentine@edwardjones.com,,Salesforce
10604424,Inactive Investor,Jacob Berman,President,"JB Advisors, Inc.",jberman@jbadvisors.com,2126880303,List Import
11154042,Inactive Investor,Richard Jacobson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO Private Residence",richard.jacobson@schwab.com,,Salesforce
10760713,Inactive Investor,Elizabeth Kent-Levy,Assistant Vice President;Wealth Management Associate,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,elizabeth.l.kentlevy@morganstanley.com,,Salesforce
10904412,Inactive Investor,Deborah Watkins,Financial Advisor,Edward Jones Arlington TX 4110 W Interstate 20,deborah.watkins@edwardjones.com,,Salesforce
10873086,Inactive Investor,Kristian Lee,Financial Advisor,Edward Jones Brodhead WI 712 21st St,kristian.lee@edwardjones.com,,Salesforce
10365186,,Constantin Guggi,,,company@swisstronik.com,,Web form fillout
10861610,Inactive Investor,James Olmedo,,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
11120642,Inactive Investor,Stephen Cross,Financial Advisor,"Voya Financial Advisors, Inc. Derby KS 124 S Baltimore Ave",steve.cross@voya.com,,Salesforce
11192080,Inactive Investor,Ryan Miller,,"Raymond James Financial Services, Inc. Williamsport PA 1024 Washington Blvd",ryan.miller@raymondjames.com,,Salesforce
10826798,Inactive Investor,Michael Bober,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,michael.bober@ubs.com,,Salesforce
10897398,Inactive Investor,Andrew Brower,,B. Riley Wealth Management Jersey City NJ 30 Montgomery St,,,Salesforce
10616291,,Robin Butler,,,robin_butler@ml.com,,List Import
10773854,Inactive Investor,Robert Dimarco,Owner,Carl Domino Inc.,,,Salesforce
11062447,Inactive Investor,Kristin Landis,Senior Client Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,kristin.landis@ubs.com,,Salesforce
228316,, -,,[[Unknown]],markus@g-portal.com,,
10967589,Inactive Investor,Michael Waring,,"First Command Brokerage Services, Inc. Albuquerque NM 2901 Juan Tabo Blvd NE",,,Salesforce
10840520,Inactive Investor,Nelisha Firestone,Financial Advisor,LPL Financial LLC Littleton CO 10488 W Centennial Rd,nelisha.firestone@lpl.com,,Salesforce
110713,,Clark Rogers,,Montana Realco LLC,cwr0206@yahoo.com,9137227811,
9541642,,Andrea Armanni,,,andrea.armanni@mammalo.com,,List import
10866125,Inactive Investor,Janella Moya,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9541728,,PATRICK HOWLETT,,,hftsinc@gmail.com,,List import
11201449,Inactive Investor,Fiona Gallagher,,Morgan Stanley,fiona.gallagher@morganstanley.com,,Salesforce
10853627,Inactive Investor,William Collins,,"Wells Fargo Clearing Services, LLC Salisbury NC 866 Jake Alexander Blvd W",,,Salesforce
10960341,Inactive Investor,Lisa Perry,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,lmperry@ft.newyorklife.com,,Salesforce
11143057,Inactive Investor,Imani Tate,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",imani.tate@equitable.com,,Salesforce
11221241,,Stefan Cefali,,,scefali@ftportfolios.com,,List Import
153782,,Edward Edwards,,[Unknown],tedwardse@aol.com,,Advertising
10917029,Inactive Investor,John Souther,Chief Compliance Officer;Managing Member,Souther Capital Management L.L.C. Jupiter FL 204 Anhinga Ln,,,Salesforce
10991483,Inactive Investor,Rose Harms,,J.P. Morgan Securities LLC New York NY 277 Park Ave,rose.harms@jpmorgan.com,,Salesforce
11019245,Inactive Investor,Charles McCants,Owner;Paraplanner,"Aggregate Financial Services, Inc.",,,Salesforce
11180078,Inactive Investor,Wendy Vanantwerp,Financial Advisor,LPL Financial LLC Troy MI 2050 Livernois Rd,,,Salesforce
11227860,Inactive Investor,Dagoberto Gonzalez,,Dagoberto Gonzalez,dgonzal555@gmail.com,,Web Form Fillout
10882182,Inactive Investor,Jamila Kravarusic,Senior Client Service Associate,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",jamila.kravarusic@raymondjames.com,,Salesforce
11189257,Inactive Investor,Claire Cooney,Financial Planning Associate,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",claire.cooney@raymondjames.com,,Salesforce
240737,,Weeks Bill,,T. Rowe Price,bill.weeks@troweprice.com,,Event
11118301,Inactive Investor,James Scott,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,james.scott@primerica.com,,Salesforce
11093455,Inactive Investor,Richard Harville,,NYLIFE Securities LLC Bossier City LA Private Residence,rbharville@ft.newyorklife.com,,Salesforce
10870403,Inactive Investor,Kayvan Karoon,,A.G.P / Alliance Global Partners Rochelle Park NJ 365 W Passaic St,kkaroon@allianceg.com,,Salesforce
10876840,Inactive Investor,John Aaron,,"Avantax Investment Services, Inc. Walnut Creek CA 2700 Ygnacio Valley Rd",,,Salesforce
11206219,Inactive Investor,Evan Royster,,"Truist Investment Services, Inc. Alexandria VA 201 N Union St",evan.royster@truist.com,,Salesforce
240543,,Fred Edwards,,Neuberger Berman,fred.edwards@nb.com,,Event
240667,,Paone Bryan,,[Unknown],bpaone@seic.com,,Event
9624617,,muggy cant,,,muggycant@mail.com,,List import
11046704,Inactive Investor,Jacqueline Purcell,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",jacqueline.purcell@ml.com,,Salesforce
11197943,Inactive Investor,Jeannette Galindo,,J.P. Morgan Securities LLC Chicago IL 1204 E 53rd St,jeannette.galindo@chase.com,,Salesforce
11255061,Inactive Investor,Andrew Vanlaningham,Financial Advisor,SigFig Wealth Management LLC Tigard OR Private Residence,,,Salesforce
10869722,Inactive Investor,Ryan Hall,,LPL Financial LLC Royal Oak MI 26080 Woodward Ave,ryan.hall@lpl.com,,Salesforce
10770171,Inactive Investor,Ivana Gavran,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,ivana.gavran@fidelity.com,,Salesforce
11038850,Inactive Investor,Nathan Cattery,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
11138797,Inactive Investor,Nicholas Sharp,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
11104025,Inactive Investor,Becky Haya Acevedo,Executive Director;Institutional Consultant,Morgan Stanley Miami FL 200 S Biscayne Blvd,becky.haya@morganstanley.com,,Salesforce
10904377,Inactive Investor,Kaori Fischer,Financial Advisor Trainee,Edward Jones Palm Bay FL 820 Palm Bay Rd NE,kaori.fischer@edwardjones.com,,Salesforce
10869508,Inactive Investor,Benny Stewart,,The O.N. Equity Sales Company Lees Summit MO 2641 NE McBaine Dr,,,Salesforce
10877506,Inactive Investor,Billy Cox,Financial Advisor,LPL Financial LLC Cresson TX Private Residence,billy.cox@lpl.com,,Salesforce
11133323,Inactive Investor,Colin Carter,,Aegis Capital Corp.,,,Salesforce
9624316,,Eraj Raza,,,eraj101@gmail.com,,List import
10773597,Inactive Investor,John Boffelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",john.boffelly@ml.com,,Salesforce
10875457,Inactive Investor,Kevin Yurch,Financial Advisor,LPL Financial LLC Woburn MA 10 Cedar St,kevin.yurch@lpl.com,,Salesforce
10884841,Inactive Investor,Gene Levengood,,"Good Life Advisors, LLC",gene.levengood@goodlifefa.com,,Salesforce
10920090,Inactive Investor,Jeffrey Geslison,,"Empower Financial Services, Inc Fairway KS Private Residence",jeffrey.geslison@empower.com,,Salesforce
10880529,Inactive Investor,Joseph Robbins,,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",joseph.robbins@firsthorizon.com,,Salesforce
11112582,Inactive Investor,Elizabeth Sweetra,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,elizabeth.sweetra@ubs.com,,Salesforce
11013243,Inactive Investor,Loren Beaudette,Financial Planning Advisor,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",loren.beaudette@equitable.com,,Salesforce
9639663,,Patrick Chiu,,,patrick.chiu@efgam.com,,List import
11238348,Inactive Investor,Larkin Walsh,,"Sageview Advisory Group, LLC",lwalsh@sageviewadvisory.com,,Salesforce
10917602,Inactive Investor,Michael Megill,,Purshe Kaplan Sterling Investments Red Bank NJ 1 Harding Rd,mmegill@pksinvest.com,,Salesforce
11234607,Inactive Investor,Michael Tarr,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10781219,Inactive Investor,Christopher Ekstrom,Registered Academy Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 7921 Providence Rd",christopher.ekstrom@ml.com,,Salesforce
11056600,Inactive Investor,Anitria Thomas,,PFS Investments Inc. West Point GA 815 3rd Ave,,,Salesforce
11032508,Inactive Investor,Kurt Reif,,"Osaic FS, Inc. Arlington Heights IL 3135 N Wilke Rd",,,Salesforce
370336,Inactive Investor,Nick Cortese,"Product Development - Mutual Funds, ETFs & Money Markets",Morgan Stanley,nick.cortese@morganstanley.com,,Event
186299,,Paul Jun,,[Unknown],hello@pauljun.me,,source
11105423,Inactive Investor,Crysta Berry,,"Principal Securities, Inc. Waterloo IA Private Residence",berry.crysta@principal.com,,Salesforce
9559883,,Hoseyn Bahadori,,,hosseinbahadori52@gmail.com,,List import
11211768,Inactive Investor,Maria Guhit,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",nancy.m.guhit@ampf.com,,Salesforce
11209793,Inactive Investor,Nathaniel Duchein,Financial Advisor,Edward Jones Surprise AZ 15331 W Bell Rd,nate.duchein@edwardjones.com,,Salesforce
11174288,Inactive Investor,Chung Yip Cheung,,J.P. Morgan Securities LLC Dripping Springs TX 200 E Hwy 290,chung-yip.cheung@jpmorgan.com,,Salesforce
9606246,,Luis Aguilar -,,,laguilar8181@gmail.com,,List import
11168634,Inactive Investor,William Protasiewicz,,J.P. Morgan Securities LLC Flint MI 5312 Corunna Rd,will.protasiewicz@jpmorgan.com,,Salesforce
10808960,Inactive Investor,Charles Grbcich,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",charles.grbcich@wellsfargoadvisors.com,,Salesforce
9615741,,Charles E Murray Charles E Murray,,,chase.hoege6@yahoo.com,,List import
11150136,Inactive Investor,Janet Tooley,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",janet.tooley@tfaconnect.com,,Salesforce
10804105,Inactive Investor,Terry Hayes,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",terry.hayes@ml.com,,Salesforce
10867612,Inactive Investor,Christopher Diederich,Partner,Oakbourne Advisors,cdiederich@oakbourne.com,,Salesforce
11107181,Inactive Investor,Imad Moussaddak,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11034183,Inactive Investor,David Roeder,,LPL Financial LLC Placentia CA 377 E Chapman Ave,david.roeder@lpl.com,,Salesforce
10965838,Inactive Investor,Patrick O'Connor,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9556780,,Darshakkumar Mehta,,,deardarshak@gmail.com,,List import
8480380,,Kendall Peacock,,Caldwell Trust,kpeacock@ctrust.com,,List Import
10913886,Inactive Investor,David Cottrell,Financial Advisor,Park Avenue Securities LLC Clearwater FL 2641 McCormick Dr,,,Salesforce
11115399,Inactive Investor,Amy Mullvain,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",,,Salesforce
10821121,Inactive Investor,Eric Simon,Financial Advisor,Edward Jones Houston TX 1225 North Loop W,eric.simon@edwardjones.com,,Salesforce
11197932,Inactive Investor,Andrea Smith,Vice President,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,andrea.k.smith@jpmorgan.com,,Salesforce
1001414,Inactive Investor,Chris Sutherland,,True Capital Management,tcmintern3@truecapitalmgmt.com,,3rd Party Lead Gen
10987312,Inactive Investor,Nathan Orr,,"Pruco Securities, LLC. Quincy IL 3701 E Lake Ctr",nathan.orr@prudential.com,,Salesforce
10776185,Inactive Investor,Thomas Franz,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",thomas.franz@schwab.com,,Salesforce
10927870,Inactive Investor,Nina Shaw,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,nina.shaw@jpmorgan.com,,Salesforce
10824542,Inactive Investor,Fernando Tilman,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9592394,,Gregory Galecki,,,greg@galecki.com,,List import
341913,,Jonathan English,Managing Director,Portfolio Advisors Llc,jenglish@portad.com,203-662-3456,Manual List Upload
11130942,Inactive Investor,Zachary Kari,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Prairie TX 3020 W Camp Wisdom Rd",zachary.kari@ml.com,,Salesforce
11100139,Inactive Investor,George Bauer,Corporate Retirement Director;Director - Financial Wellness;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Alexandria VA 333 John Carlyle St,george.bauer@morganstanley.com,,Salesforce
11126194,Inactive Investor,Zachary Stein,,LPL Financial LLC New Rochelle NY 276 Overlook Rd,zachary.stein@lpl.com,,Salesforce
9624805,,Robin Gordon,,,robigordon@comcast.net,,List import
10977703,Inactive Investor,Christine Batts,Chief Operating Officer,CWS Financial Advisors LLC,,,Salesforce
11081815,Inactive Investor,Jimmy Bowers,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",immy.bowers@wellsfargoadvisors.com,,Salesforce
216470,,cody kantor,,[Unknown],cody.kantor@ml.com,,Event
10830201,Inactive Investor,Justin Apt,Chief Compliance Officer;Managing Principal;President;Regulatory Contact,"Private Capital Management, LLC",japt@pcm-inc.com,,Salesforce
9624447,,Mindy Wachtenheim,,,sjwpvd@gmail.com,,List import
10774645,Inactive Investor,James Garcia,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bethel Park PA 2000 Oxford Dr",garciaj@stifel.com,,Salesforce
203440,,Nate Grant,,[Unknown],nate.grant@hotmail.com,,
10860074,Inactive Investor,Elizabeth Chirino,,LPL Financial LLC Cedar Park TX 1210 Cottonwood Creek Trl,liz.moriarty@lpl.com,,Salesforce
11219477,,Dawn Silvia,,,dawn.silvia@invesco.com,,Other
11156120,Inactive Investor,Ron Bankofier,Financial Advisor,Edward Jones Minden NV 1577 3rd St,ron.bankofier@edwardjones.com,,Salesforce
10787894,Inactive Investor,Gregory Ludvik,,Goldman Sachs & Co.,,,Salesforce
373947,,Ali Sami Kose,,[Unknown],ask366947@gmail.com,,source
11076442,Inactive Investor,Leanna Helmer,,"Osaic Wealth, Inc.",,,Salesforce
11199952,Inactive Investor,Joshua Walters,Family Wealth Advisor;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley York PA 221 W Philadelphia St,joshua.f.walters@morganstanley.com,,Salesforce
10843084,Inactive Investor,Marsha Rosenberg,,Founders Financial Securities LLC Towson MD 1020 Cromwell Bridge Rd,,,Salesforce
10884455,Inactive Investor,Courtney Steckiel,,"Raymond James Financial Services, Inc. Rome PA 926 Main St",courtney.steckiel@raymondjames.com,,Salesforce
9643201,,tramp abroad,,,tramp.abroad@gmail.com,,List import
9575657,,Bryant Nikodem,,,bnikodem@ayco.com,,List import
10823323,Inactive Investor,Sterling Coley,,"Raymond James Financial Services, Inc. Brentwood TN 5217 Maryland Way",sterling.coley@raymondjames.com,,Salesforce
10613610,,Lori Coyne McDaniel,"Account Vice President, Financial Advisor",,lori.coynemcdaniel@ubs.com,,List Import
11191630,Inactive Investor,Kyle Kuhn,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",kyle.kuhn@53.com,,Salesforce
11108016,Inactive Investor,Shaunta Hunter,Private Client Advisor,J.P. Morgan Securities LLC Elmhurst IL 163 N York St,shaunta.hunter@jpmorgan.com,,Salesforce
9589110,,Kyle Forcade,,,kyle.forcade@msgraystone.com,,List import
10965148,Inactive Investor,Brian Copeland,Associate,Edward Jones Fort Myers FL 11600 Gladiolus Dr,brian.copeland@edwardjones.com,,Salesforce
240405,,Alexis Goodfellow,,[Unknown],lexirojas@gmail.com,,Direct
11169811,Inactive Investor,Matthew Evans,,"Raymond James Financial Services, Inc. Naperville IL 2155 City Gate Ln",matt.evans@raymondjames.com,,Salesforce
11133879,Inactive Investor,Randy Bray,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Fort Worth TX 201 Main St,randy.bray@opco.com,,Salesforce
11132757,Inactive Investor,Alfonzo Chavana,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",alfonzo.chavana@ampf.com,,Salesforce
11022537,Inactive Investor,Benjamin Wright,,"Bankers Life Securities, Inc. Orange City FL 2751 Enterprise Rd",benjamin.wright2@bankerslife.com,,Salesforce
9556616,,Justin McClure,,,justin.mcclure@fmr.com,,List import
10491652,,Ace Check,,,checkando17@gmail.com,,Web Form Fillout
11200242,Inactive Investor,Elizabeth Alamillo,Financial Professional;Vice President,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",elizabeth.alamillo@equitable.com,,Salesforce
11112291,Inactive Investor,Marcia Locher,,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,marcia.lindsey@opco.com,,Salesforce
11048485,Inactive Investor,David Davis,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Kinston NC 1903 W Vernon Ave",lee.davis@wellsfargo.com,,Salesforce
10872272,Inactive Investor,Damon Varady,,"Signature Estate Securities, Inc.",,,Salesforce
9544055,,Laura Sippial,,,laura.sippial@yahoo.com,,List import
9610645,,Kevin Johnson,,,kevin.o.johnson3@gmail.com,,List import
9559738,,Spiro Voutsaras,,,svoutsaras@sigmarep.com,,List import
10825803,Inactive Investor,Joel Tannebaum,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,joel.l.tannebaum@jpmorgan.com,,Salesforce
10963796,Inactive Investor,Daniel Maurino,,"First Command Brokerage Services, Inc.",,,Salesforce
11165770,Inactive Investor,Anna Hathaway,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",anna.hathaway@wellsfargoadvisors.com,,Salesforce
10944167,Inactive Investor,Kevin Brennan,,Cetera Advisor Networks LLC Hartland MI Private Residence,,,Salesforce
10773129,Inactive Investor,Robert Trismen,,J.P. Morgan Securities LLC New York NY 277 Park Ave,robert.j.trismen@jpmorgan.com,,Salesforce
11193573,Inactive Investor,Rafael Polanco,,Evercore Group L.L.C.,polanco@evercore.com,,Salesforce
9598982,,Mohamed Selim,,,manacormanacor@hotmail.com,,List import
9586311,,Brent Lindell,,,blindell@savantcapital.com,,List import
10916591,Inactive Investor,Elisa Del Valle,,Cetera Advisors LLC,elisa.delvalle@ceteraadvisors.com,,Salesforce
10807438,Inactive Investor,Sharaff Rathur,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3890 Peachtree Rd NE",sharaff.rathur@wellsfargo.com,,Salesforce
10993218,Inactive Investor,Evelina Chinchilla,,J.P. Morgan Securities LLC Katy TX 5210 FM 1463 Rd,evelina.chinchilla@jpmorgan.com,,Salesforce
10787951,Inactive Investor,Eric Holmes,Financial Advisor,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",eric.holmes@valic.com,,Salesforce
10955014,Inactive Investor,Brittney Dixon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10505884,,Sherry Wong-Chen,"Senior Director, Investments",FM Global,sherry.wongchen@fmglobal.com,781-906-3035,List import
193475,,Cormac O'Connor,,[Unknown],frescoflyer@gmail.com,,
11157770,Inactive Investor,Bruce Arnett,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",bruce.arnett@wellsfargoadvisors.com,,Salesforce
11078641,Inactive Investor,Vincent Beals,Financial Consultant,"Equitable Advisors, LLC Syracuse NY 120 Madison St",vincent.beals@equitable.com,,Salesforce
350308,,David Ferrell,Registered Representative,"Continental Investors Services, Inc.",dferrell@cisinvest.com,360-423-5110,Manual List Upload
11030067,Inactive Investor,Tyler Mccoy,Investment Advisor Representative,LPL Financial LLC Saint Charles IL 555 S Randall Rd,tyler.mccoy@lpl.com,,Salesforce
11119463,Inactive Investor,Nicholas Pontiff,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10995185,Inactive Investor,Luan Bach,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10780395,Inactive Investor,Neal Groff,,"M Holdings Securities, Inc. Englewood CO 5299 DTC Blvd",neal.groff@mfin.com,,Salesforce
10948040,Inactive Investor,Sandra Morrison,Advisor,"SMI Advisory Services, LLC",,,Salesforce
10825156,Inactive Investor,Chad Horton,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",chad_horton@ml.com,,Salesforce
10835746,Inactive Investor,Ronald Ota,,"Osaic Wealth, Inc. Honolulu HI 1001 Bishop St",rota@royalaa.com,,Salesforce
11092979,Inactive Investor,Elizabeth Moyer,,"Empower Financial Services, Inc Hunt Valley MD 50 Schilling Rd",elizabeth.moyer@gwrs.com,,Salesforce
10873504,Inactive Investor,Kenya Grimes,,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",kenya.grimes@wellsfargoadvisors.com,,Salesforce
11220857,,John Proctor,,,jproctor@greenwoodcapital.com,,List Import
11165890,Inactive Investor,Colin McKinna,,LPL Financial LLC,colin.mckinna@lpl.com,,Salesforce
9586344,,Travis Danysh,,,tdanysh@focuspartners.com,,List import
10833891,Inactive Investor,Jason Fisher,Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 10050 Innovation Dr",jason.d.fisher@ampf.com,,Salesforce
11175157,Inactive Investor,Trey Taylor,,"Thrasher & Chambers, Inc.",,,Salesforce
9567911,,Mark Mooberry,,,mmooberry@massmutual.com,,List import
10918917,Inactive Investor,Daniel Parker,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Cuthbert Capital Management LLC,,,Salesforce
10765954,Inactive Investor,John Trickett,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",john_trickett@ml.com,,Salesforce
10827008,Inactive Investor,Michael Incitti,Owner,MAI Capital Advisor,,,Salesforce
10761367,Inactive Investor,Henry Bernacki,Senior Vice President;Wealth Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,henry.bernacki@morganstanley.com,,Salesforce
11143597,Inactive Investor,Gregory Krokstrom,,"Raymond James Financial Services, Inc. Sikeston MO 741 N Main St",,,Salesforce
9598676,,Thomas Davenport,,,tom@preisz.com,,List import
11232325,Inactive Investor,Jamie Skaggs,,"World Investments, Inc.",,,Salesforce
11122624,Inactive Investor,Wes Owens,Financial Advisor,Edward Jones Dodge City KS 100 Military Ave,wes.owens@edwardjones.com,,Salesforce
9560092,,Seong Kim,,,seong0125cc@gmail.com,,List import
10913649,Inactive Investor,Tamara Perkins,Financial Advisor,Edward Jones Portsmouth NH 875 Greenland Rd,tammy.perkins@edwardjones.com,,Salesforce
10606112,,Shyam Srinivasan,"Chief Compliance Officer, General Counsel, Partner, Risk Manager",RPD Fund Management LLC,shyam@rpdfund.com,212-201-2640,List Import
9588987,,Robert Hill,,,rhill@checkcapital.com,,List import
11219053,,Robert Robbins,,,robert_robbins@troweprice.com,,Other
11105765,Inactive Investor,Davit Gevorgyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,dgevorgyan@ft.newyorklife.com,,Salesforce
10823998,Inactive Investor,Geraldine Rodrigues,Financial Solutions Advisor;Product Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11190843,Inactive Investor,Margaret Martinez,Client Service Associate,"Raymond James & Associates, Inc. Baton Rouge LA 7350 Jefferson Hwy",margaret.martinez@raymondjames.com,,Salesforce
10968568,Inactive Investor,Tara Guettler,Financial Advisor;Office Manager,"Ameriprise Financial Services, LLC Ponchatoula LA 122 W Pine St",tara.s.guettler@ampf.com,,Salesforce
248149,,Alex Broudy,Technical Financial Writer,Securitize,alex.broudy@securitize.io,,Manual List Upload
10611179,,Christopher Kulick,Senior Financial Advisor,,christopher.kulick@ml.com,,List Import
9634003,,Jake Hyatt,,,hyattj275@gmail.com,,List import
2245969,,Gavin Parria,,,bozzie17@yahoo.com,,
10875974,Inactive Investor,Bezan Morris,Financial Advisor,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",,,Salesforce
10856163,Inactive Investor,Lisa Forte,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10813997,Inactive Investor,Kevin Lampo,Financial Advisor,Edward Jones Overland Park KS 6300 W 143rd St,k.lampo@edwardjones.com,,Salesforce
11207949,Inactive Investor,Christopher O'Connor,,"Raymond James Financial Services, Inc. Aspen CO 307 Aspen Airport Business Ctr",christopher.oconnor@raymondjames.com,,Salesforce
11042470,Inactive Investor,Mark Mcmillan,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,,,Salesforce
9609712,,Gail Burch,,,heartrn911@aol.com,,List import
625,,,,,vparkerd@rcn.com,,
9553326,,Wesley Lawson,,,ceipher@charter.net,,List import
3620164,,Josep Indra,,,josepindra12@gmail.com,,Web Form Fillout
11079005,Inactive Investor,Alexander Vasilantone,Financial Advisor,LPL Financial LLC Lebanon NJ 1390 US Hwy 22,alexander.vasilantone@lpl.com,,Salesforce
10811967,Inactive Investor,Jeffrey Rubin,,"Great Valley Advisor Group, Inc. Boca Raton FL 3837 NW Boca Raton Blvd",jrubin@greatvalleyadvisors.com,,Salesforce
11106801,Inactive Investor,Matthew Pawlowski,Director - Financial Planning,"MML Investors Services, LLC Charlotte NC 4350 Congress St",mpawlowski@financialguide.com,,Salesforce
10775753,Inactive Investor,Jason Eckerman,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Kalispell MT Private Residence",jason.eckerman@wellsfargoadvisors.com,,Salesforce
10945252,Inactive Investor,Lacey Kneece,,Cetera Investment Services LLC Augusta GA 4129 Columbia Rd,,,Salesforce
9555955,,Subhash Solanki,,,subhash.solanki99@gmail.com,,List import
11156071,Inactive Investor,Ki Rhee,,J.P. Morgan Securities LLC Bayside NY 2398 Bell Blvd,ki.b.rhee@chase.com,,Salesforce
10857081,Inactive Investor,Steven Johnston,,"Grove Point Investments, LLC Glendale AZ 6630 N 47th Ave",sjohnston@hbeckinc.com,,Salesforce
11023784,Inactive Investor,Samuel Lechleiter,Principal,"Concourse Financial Group Securities, Inc. Franklin TN Private Residence",samuel.lechleiter@concoursefinancial.com,,Salesforce
11085076,Inactive Investor,Wendolyn Forbes,Investment Advisor Representative,Advisory Services Network Waynesville NC 37 Church St,,,Salesforce
9547911,,Edward Cofrancesco,,,edco@iaac.com,,List import
10771529,Inactive Investor,Thomas Christenbury,Financial Advisor,Strategic Advisory Services,,,Salesforce
208161,,Valon Mamudi,,[Unknown],valon.mamudi@kiwi-consultants.ch,,Paid Social
11202833,Inactive Investor,Amelia Schaefer,Co-Founder;Member,"Spirit West Advisors, LLC Scottsdale AZ 4147 N Goldwater Blvd",amelia@spiritwestplanning.com,,Salesforce
11254726,Inactive Investor,Thomas Sharp,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10912588,Inactive Investor,Steven Moone,Private Client Advisor,J.P. Morgan Securities LLC San Francisco CA 101 Montgomery St,steven.moone@jpmorgan.com,,Salesforce
11093460,Inactive Investor,Carla Robinson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10938726,Inactive Investor,Devon Jerrard,,"Empower Financial Services, Inc",devon.jerrard@empower.com,,Salesforce
11018602,Inactive Investor,Justin Ostrander,,"Wells Fargo Advisors Financial Network, LLC Madison TN Private Residence",,,Salesforce
10950567,Inactive Investor,Brian White,,"Tradier Brokerage, Inc.",,,Salesforce
10795765,Inactive Investor,Christopher Kiely,,"Mutual Securities, Inc. Santa Monica CA 3231 Ocean Park Blvd",christopher.kiely@mutualsecurities.com,,Salesforce
233588,, -,,[[Unknown]],odumalouis@yahoo.com,,Organic Search
11046222,Inactive Investor,Randy Taylor,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",randy.j.taylor@ml.com,,Salesforce
10978077,Inactive Investor,Lucas Bianculli,Financial Planner,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11169571,Inactive Investor,Andrew Hill,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10986205,Inactive Investor,Justin Smith,,LPL Financial LLC Kingwood TX 2316 Timber Shadows Dr,justin.smith@lpl.com,,Salesforce
11034828,Inactive Investor,Edward Tilghman,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 6701 Democracy Blvd",edward.m.tilghman@ampf.com,,Salesforce
9606393,,Derrick Robinson,,,derrick.l.robinson@gmail.com,,List import
11230665,Inactive Investor,Sean O'Keefe,,"Ameriprise Financial Services, LLC Charleston SC 259 7 Farms Dr",,,Salesforce
332925,,Felix Meneses,,Cadence Bank,felix.meneses@cadencebank.com,,
10868023,Inactive Investor,Daniel Singleton,,"Ameritas Investment Company, LLC Columbus OH 615 High St",dsingleton@ameritas.com,,Salesforce
11082887,Inactive Investor,Paul Bedinger,Registered Principal,"Capitol Securities Management, Inc. Nashua NH 24 Technology Way",pbedinger@capitolsecurities.com,,Salesforce
10874022,Inactive Investor,Robert Mehciz,Chief Compliance Officer;President,"RHM Capital Management, Inc.",robert@rhmcapitalmgt.com,,Salesforce
10964146,Inactive Investor,Davion Chaidez,Associate,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
9643801,,Catherine Beau-Wedemeyer,,,office@beau-wedemeyer.de,,List import
11116124,Inactive Investor,Afrin Ahmed,Personal Banker,Citigroup Global Markets Inc. Porter Ranch CA 19350 Rinaldi St,afrin.ahmed@citi.com,,Salesforce
9550805,,Joshua Miceli,,,jmiceli@massmutual.com,,List import
9567775,,James Hannigan,,,jhannigan@focusfinancial.com,,List import
11016718,Inactive Investor,Travis Rhoden,,Cetera Advisors LLC Indianapolis IN 500 E Ohio St,,,Salesforce
11048607,Inactive Investor,Leeann Cassingham,Senior Client Associate,UBS Financial Services Inc. Huntsville AL 116 Jefferson St S,leeann.cassingham@ubs.com,,Salesforce
7930,, -,,[[Unknown]],bewellandbehappy@gmail.com,,Direct
10647128,,Robert Moore,,,bob@thinkicm.com,,List Import
10763226,Inactive Investor,Jason Pharris,Executive Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Nashville TN 3102 West End Ave,jason.pharris@morganstanley.com,,Salesforce
9597686,,deng hangfeng,,,jim.hf.deng@gmail.com,,List import
11191088,Inactive Investor,Louis Mattaliano,,"Raymond James Financial Services, Inc. Houston TX 13910 Champion Forest Dr",louis.mattaliano@raymondjames.com,,Salesforce
11116896,Inactive Investor,Sarah Marlow,,Janney Montgomery Scott LLC Boca Raton FL 2385 NW Executive Center Dr,smarlow@janney.com,,Salesforce
11050387,Inactive Investor,Brianna Queen,Relationship Manager,"Apollon Wealth Management, LLC Columbia SC 1320 Main St",brianna.queen@apollonwealth.com,,Salesforce
11182888,Inactive Investor,Lorena Garza,Financial Advisor,UBS Financial Services Inc. McAllen TX Private Residence,lorena.garza@ubs.com,,Salesforce
10802076,Inactive Investor,Scott Mings,Investment Management Consultant;Senior Vice President,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",scott.mings@raymondjames.com,,Salesforce
10752648,Inactive Investor,Logan Phillips,First Vice President - Wealth Management;Vice President,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",logan.phillips2@raymondjames.com,,Salesforce
9568779,,Wlisses Sodre,,,leferrazsodre@gmail.com,,List import
11136657,Inactive Investor,Tyler Davis,Investment Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 555 Middle Creek Pkwy",tyler.z.davis@nm.com,,Salesforce
11120119,Inactive Investor,Rebecca Barbe,,PFS Investments Inc. Cleveland OH 679 Alpha Dr,rebecca.barbe@primerica.com,,Salesforce
10815532,Inactive Investor,Dawn Robinson,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",dawn.p.robinson@ampf.com,,Salesforce
10927754,Inactive Investor,Sidney Copleston,,Cetera Advisor Networks LLC Mount Pleasant SC 260 W Coleman Blvd,,,Salesforce
9596381,,Jake Austermann,,,jake.austermann@plantemoran.com,,List import
9607886,,Brandon Pellegrino,,,brandon.pellegrino@avmltd.com,,List import
10906811,Inactive Investor,Chad Soukup,Chief Compliance Officer;Partner,JVL Wealth Strategies,chad@jvlwealth.com,,Salesforce
9640016,,Michael McGuire,,,mmcguire@sompo-intl.com,,List import
11134182,Inactive Investor,Alejandro Naranjo Garcia,,Creand Securities,,,Salesforce
10920861,Inactive Investor,Arnold Alaniz,,"Farmers Financial Solutions, LLC Rosenberg TX 1221A 1st St",aalaniz@farmersagent.com,,Salesforce
11102576,Inactive Investor,Laura Kane,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
210688,,Anthony Tsang,"Director, Business Development - Asia Pacific",SpotX,anthony.tsang99@gmail.com,,
10931480,Inactive Investor,Angela Parra-Mcneely,,Cetera Advisors LLC El Paso TX 5925 Silver Spgs,angela.mcneely@ceteraadvisors.com,,Salesforce
11138312,Inactive Investor,Susan Clark,Client Specialist,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,suclark@rwbaird.com,,Salesforce
10823989,Inactive Investor,Nathan Rigby,Regional Manager,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11158184,Inactive Investor,Katonya Jones,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,katonya.jones@primerica.com,,Salesforce
10951783,Inactive Investor,Julio Almache,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,jalmache@primerica.com,,Salesforce
10755975,Inactive Investor,Marcus Briscoe,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,marcus.briscoe@morganstanley.com,,Salesforce
11066482,Inactive Investor,Teagan Warnke,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9563623,,Evan Gallipoli,,,egallipoli@ayco.com,,List import
370674,,Barbara Somerville,,United States,bsomerville23@icloud.com,,Salesforce
10784490,Inactive Investor,Matthew Miller,Managing Director - Wealth Management;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",matthew.p.miller@ml.com,,Salesforce
10806274,Inactive Investor,Jennifer Daknis,Financial Advisor,LPL Financial LLC Newport News VA 701 Town Center Dr,jennifer.daknis@lpl.com,,Salesforce
10966707,Inactive Investor,Eric Feldman,Financial Advisor,Financial Futures Wall Township NJ Private Residence,efeldman@financial-futures-llc.com,,Salesforce
343657,,Rob Jong,"Managing Director, Co Head",Alpinvest Partners B.v.,rob.de.jong@alpinvest.com,312-054-07575,Manual List Upload
11089439,Inactive Investor,Renee Pierce,,LPL Financial LLC Santa Rosa CA 1058 Wikiup Dr,renee.pierce@lpl.com,,Salesforce
10799810,Inactive Investor,Kenneth Rosenblatt,,Park Avenue Securities LLC Roslyn NY 17 Lumber Rd,kennyrosenblatt@glic.com,,Salesforce
11168067,Inactive Investor,Jose Negrete,Financial Advisor;Senior Portfolio Manager;Vice President;Wealth Advisor,Morgan Stanley Elko NV 905 Railroad St,jose.negrete@morganstanley.com,,Salesforce
10810140,Inactive Investor,Sonny Arias,,"Herold & Lantern Investments, Inc. San Francisco CA 111 Pine St",sarias@heroldlantern.com,,Salesforce
11054939,Inactive Investor,Kylie Pearson,Director - Business Development;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,kylie.pearson@morganstanley.com,,Salesforce
10887331,Inactive Investor,Kenneth Gamble,Chief Compliance Officer;Investment Advisor Representative;Managing Partner,"Partners Capital, LLC",,,Salesforce
11084026,Inactive Investor,Thurston Spaulding,,Advisory Services Network Thetford Center VT Private Residence,,,Salesforce
11107063,Inactive Investor,Samee Aboubakare,Financial Advisor,LPL Financial LLC Huntington Beach CA 17011 Beach Blvd,samee.aboubakare@lpl.com,,Salesforce
371678,,Sivanandan Navaratnam,,Australia,sivnavaras@gmail.com,,Salesforce
9554426,,biao chen,,,cb@8192.com.hk,,List import
11040950,Inactive Investor,Brandon Helms,Financial Advisor,Edward Jones Charlotte NC 6733 Fairview Rd,brandon.helms@edwardjones.com,,Salesforce
9543322,,Bailey Reutzel,,,baileyreutzel@gmail.com,,List import
11239191,Inactive Investor,CHARLES KELSEY,,"Mutual Securities, Inc.",charles.kelsey@mutualsecurities.com,,Salesforce
9563362,,Todd Horvath,,,todd.horvath@53.com,,List import
345956,,Rory Hartley,Managing Director,Concourse Financial Group Advisors,rory.hartley@proequities.com,800-288-3035,Manual List Upload
10948794,Inactive Investor,Craig Maltese,Private Client Advisor,J.P. Morgan Securities LLC Baltimore MD 1401 Fleet St,craig.maltese@jpmorgan.com,,Salesforce
9575819,,Alicia Teneyck,,,alicia.teneyck@voyafa.com,,List import
9853,,kathy hinderscheid,,michaelhinderscheid@yahoo.com,michaelhinderscheid@yahoo.com,9522426912,
10979788,Inactive Investor,Douglas Yglesias,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
9636785,,Daniel Deering,,,ddeering@tezacapital.com,,List import
10997636,Inactive Investor,Matthew Cordes,,"TradeStation Securities, Inc. Chicago IL 120 S Riverside Plz",mcordes@tradestation.com,,Salesforce
11235584,Inactive Investor,Ryan Heacock,Financial Planner;Principal;Regulatory Contact,Fellowship Financial Planning,,,Salesforce
10958969,Inactive Investor,Chad Foster,Senior Financial Advisor,"Modera Wealth Management, LLC Asheville NC 6 Wall St",cfoster@moderawealth.com,,Salesforce
11048120,Inactive Investor,Daniel Merians,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Santa Fe NM 141 E Palace Ave,dan.merians@ubs.com,,Salesforce
11087618,Inactive Investor,Michael Estes,,"Raymond James Financial Services, Inc. Richmond KY 660 University Shopping Ctr",mike.estes@raymondjames.com,,Salesforce
7315188,,Creed Onele,,,creedonele045@gmail.com,,Web form fillout
226515,, -,,[[Unknown]],pmbacker1@gmail.com,,Initial Salesforce Import
11020798,Inactive Investor,Edward Jempty,,PFS Investments Inc. Newburgh NY 1662 Rte 300,ejempty@primerica.com,,Salesforce
9640030,,Mike Staffenbeal,,,investor.relations@up.com,,List import
11180484,Inactive Investor,Brett Malinowski,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11066096,Inactive Investor,Angelika Caulford,Branch Director;Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",angelika.caulford@rbc.com,,Salesforce
10986284,Inactive Investor,Elaynah Jamal,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",elaynah.jamal@bernstein.com,,Salesforce
9574075,,Matthew Luken,,,matthew.luken@53.com,,List import
11257417,,Taibat Avoyi,,,mustaphaonimisi12@gmail.com,09138975177,Web Form Fillout
10893490,Inactive Investor,Brandon Geise,,State Farm VP Management Corp. Story City IA 617 Broad St,brandongeise@statefarm.com,,Salesforce
10883442,Inactive Investor,Andrea Roth,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",andrea.roth@wellsfargoadvisors.com,,Salesforce
344108,,Bill Baird,"Director, Business Development",Estabrook Capital Management Llc,wbaird@estabrookcap.com,212-605-5500,Manual List Upload
10975937,Inactive Investor,James Lamb,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",james.lamb@tiaa.org,,Salesforce
10781238,Inactive Investor,Holly Esau,,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",holly.esau@wellsfargoadvisors.com,,Salesforce
9578492,,Andrew Hollenkamp,,,andrew.hollenkamp@53.com,,List import
10771394,Inactive Investor,Richard Buller,Financial Advisor,Edward Jones Allegan MI 850 Marshall St,rick.buller@edwardjones.com,,Salesforce
10995418,Inactive Investor,Derek Meka,Investment Advisor Representative,"Equity Services, Inc. Ilion NY Private Residence",dmeka@nationallife.com,,Salesforce
11045809,Inactive Investor,Nicholas Werkmeister,Wealth Planning Director,Genex Consulting,nicholas@genexstl.com,,Salesforce
372141,,Reynold Ronquillo,,[Unknown],ernestoronquillo682@gmail.com,,Salesforce
10818753,Inactive Investor,Mary Vogen,Chief Executive Officer,Vision Capital & Management,mary@visioncapitalmgt.com,,Salesforce
344944,,Zach Axelrod,Director of Business Development,Dynamic Beta Investments Llc,zaxelrod@beachheadcapital.com,646-837-7030,Manual List Upload
10946970,Inactive Investor,Christine Hyla,,"HighTower Securities, LLC Pearl River NY 1 Blue Hill Plz",chyla@hightoweradvisors.com,,Salesforce
10969908,Inactive Investor,Nicholas Mazzeo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10900826,Inactive Investor,John Myers,,Cape Securities Inc. York PA 2215 E Market St,jmyers@capesecurities.com,,Salesforce
9607077,,Pedro Diaz,,,bmcdiaz@gmail.com,,List import
10606152,,Ajata Mediratta,"Managing Partner, Portfolio Manager, President, Regulatory Contact","Greylock Capital Management, LLC",amediratta@greylockcapital.com,212-808-1800,List Import
9597385,,Bryan Clintsman,,,bryan@clintsmanfinancialplanning.com,,List import
11095554,Inactive Investor,Heather Edwards,,"Truist Investment Services, Inc. North Myrtle Beach SC 521 Main St",heather.edwards@truist.com,,Salesforce
10864422,Inactive Investor,Muhammad Harris,,Citigroup Global Markets Inc.,,,Salesforce
10854287,Inactive Investor,Mark Fenton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.fenton@fidelity.com,,Salesforce
9628396,,Kelly Ye,,,kye@indexiq.com,,List import
10829722,Inactive Investor,Catherine Crunden,,"HighTower Securities, LLC Melville NY 445 Broadhollow Rd",ccrunden@hightoweradvisors.com,,Salesforce
11032081,Inactive Investor,Jonathan Leong,Chief Investment Officer;Founding Partner,Aumakua Capital Management LLC,leong@aumakuafund.com,,Salesforce
11219511,,Huey Falgout,,,huey.falgout@voya.com,,Other
10614873,,Brendan Trudden,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President",,brendan.e.trudden@morganstanley.com,,List Import
10862999,Inactive Investor,William Todd,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9629248,,Fiorenzo Villani,,,enzovillani@gmail.com,,List import
10908188,Inactive Investor,Nicholas Lancaster,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Glendora CA 1343 E Gladstone St",nick.lancaster@tfaconnect.com,,Salesforce
11047618,Inactive Investor,Kevin Lozier,Financial Advisor;Principal,"Wells Fargo Advisors Financial Network, LLC Hammond LA 1250 SW Railroad Ave",kevin.lozier@wfafinet.com,,Salesforce
96691,,Jason Bell,"Chief Compliance Officer, Managing Director",Regal Wealth Management,jbell@regalwm.com,(516) 672-0909,Organic Search
10659289,,Samantha Bennett,,,sam.bennett@morganstanley.com,,List Import
209577,,Michael Beaird,,[Unknown],travisbeaird@yahoo.com,,source
11200523,Inactive Investor,Jenny Laurita,,"Osaic Wealth, Inc. West Hartford CT 15 N Main St",,,Salesforce
10809540,Inactive Investor,William May,Financial Advisor,LPL Financial LLC Yonkers NY Private Residence,william.may@lpl.com,,Salesforce
199569,,Alex Shahery,,United States,alex@convermat.com,,
11015379,Inactive Investor,Federico Gutierrez,Compliance Analyst,Latin Securities Inc.,,,Salesforce
236187,, -,,[[Unknown]],haymansalib@yahoo.com,,
11131563,Inactive Investor,Adam Larsen,Financial Advisor,Edward Jones Shelby NC 201 N Morgan St,adam.larsen@edwardjones.com,,Salesforce
11017923,Inactive Investor,Jin Mun Low,Wealth Relationship Manager,Citigroup Global Markets Inc. San Gabriel CA 532 W Valley Blvd,,,Salesforce
11184105,Inactive Investor,Lori Vorwerk,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,lori.vorwerk@ubs.com,,Salesforce
10955789,Inactive Investor,Theodore Mpatsios-Pappas,Wealth Planning Associate,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,,,Salesforce
11232852,Inactive Investor,Jose Troconis Parra,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11025990,Inactive Investor,Braden Dirkse,Financial Professional,Thrivent Investment Management Inc. Sheboygan WI 2808 Kohler Memorial Dr,braden.dirkse@thrivent.com,,Salesforce
10974174,Inactive Investor,Juan Castillo,,PFS Investments Inc. Rohnert Park CA 5350 Commerce Blvd,juan.castillo@primerica.com,,Salesforce
89752,,Edward Chia,,United States,echia555@gmail.com,,
1003921,Inactive Investor,Bing Xu,,Bing Xu,bx214@nyu.edu,3158773374,Other
10970699,Inactive Investor,Leland Kimball,,"Farmers Financial Solutions, LLC Mercer Island WA 7420 SE 24th St",lkimball@farmersagent.com,,Salesforce
11132728,Inactive Investor,Joshua Adams,,William Blair,jadams@williamblair.com,,Salesforce
11166588,Inactive Investor,Joyce Workman,Senior Client Service Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,joyce.stevens@ubs.com,,Salesforce
10858970,Inactive Investor,John Prudhomme,Financial Consultant,"Synovus Securities, Inc. Destin FL 34910 Emerald Coast Pkwy",johnprudhomme@synovus.com,,Salesforce
9552689,,Jessica Lucas,,,jessica.lucas@53.com,,List import
9601709,,Lolool Xkxk,,,tradeoff356@gmail.com,,List import
10874766,Inactive Investor,Jennifer Belic,Client Service Associate,Morgan Stanley Melville NY 58 S Service Rd,jennifer.belic@morganstanley.com,,Salesforce
11098364,Inactive Investor,John Martin,,"Cambridge Investment Research, Inc. Des Moines IA 6000 Grand Ave",,,Salesforce
10798060,Inactive Investor,Robert Hirsh,Financial Planner,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",,,Salesforce
9637795,,Scott Shreeve,,,scottlshreeve@gmail.com,,List import
10789252,Inactive Investor,Paul Finchamp,,Park Avenue Securities LLC Irvine CA 2875 Michelle,paul_finchamp@glic.com,,Salesforce
11154280,Inactive Investor,Sean Yoder,,"Ameriprise Financial Services, LLC Austin TX 11675 Jollyville Rd",sean.yoder@ampf.com,,Salesforce
11023647,Inactive Investor,Jessica Carballo,,"Raymond James & Associates, Inc. Miami Beach FL 1691 Michigan Ave",jessica.carballo@raymondjames.com,,Salesforce
11011506,Inactive Investor,Brandon Reece,,"Allstate Financial Services, LLC Wake Forest NC 1906 S Main St",brandonreece@allstate.com,,Salesforce
11213323,Inactive Investor,Michael Sywyk,Client Associate,"U.S. Bancorp Advisors, LLC Beverly Hills CA 9460 Wilshire Blvd",michael.sywyk@unionbank.com,,Salesforce
10866917,Inactive Investor,Dean DeAngelis,,"Allstate Financial Services, LLC New Lenox IL 600 E Lincoln Hwy",deandeangelis@allstate.com,,Salesforce
11126427,Inactive Investor,Kevin Fitzgerald,,"Osaic Wealth, Inc. Campbell CA 268 E Hamilton Ave",,,Salesforce
9646057,,CAMERON GIESLER,,,camerongiesler6@gmail.com,,List import
11050271,Inactive Investor,Daniel Shay,Principal Advisor,Stepp & Rothwell Inc,dshay@steppandrothwell.com,,Salesforce
10612242,,Michael Strochlic,"Executive Vice President, Financial Advisor",,mstrochlic@janney.com,,List Import
11061583,Inactive Investor,Margo Scepaniak,,"Osaic Wealth, Inc. Avon MN 110 Avon Ave N",,,Salesforce
10776674,Inactive Investor,Robin Sterneck,Co-Founder;President,Sterneck Capital Management LLC,rsterneck@sterneckcapital.com,,Salesforce
11090833,Inactive Investor,Walter Amoros,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melbourne FL 6370 N Wickham Rd",walter.amoros@ml.com,,Salesforce
9628510,,Eunju H,,,tmd6495@gmail.com,,List import
10898435,Inactive Investor,Kevin Stromfeld,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,kevin.stromfeld@fmr.com,,Salesforce
11132330,Inactive Investor,Austin Hersh,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Vice President,Morgan Stanley Hartford CT 225 Asylum St,austin.hersh@morganstanley.com,,Salesforce
9591912,,Theodore Fern,,,tfern@churchillmanagement.com,,List import
11143913,Inactive Investor,Vincent Treadwell,Financial Advisor,Edward Jones Lufkin TX 321 S 1st St,vince.treadwell@edwardjones.com,,Salesforce
11071541,Inactive Investor,Keaton Macut,Financial Advisor;Owner;Partner,"Asset Strategy Retirement Plan Consultants, LLC",macut@asrpc.com,,Salesforce
370910,,Deni Herdiana,,Indonesia,lantanabotanical@gmail.com,,Salesforce
11216836,,Mark Winston,,,mark.winston@lpl.com,,List Import
10814480,Inactive Investor,Timothy Lepain,,"Ameriprise Financial Services, LLC Natick MA 2 Summer St",timothy.e.lepain@ampf.com,,Salesforce
351824,,Gregory Jordan,"General Counsel, head of Regulatory, Government Affairs",Pnc Investments,gjordan@pnc.com,800-762-6111,Manual List Upload
10658813,,Kevin Spencer,,,kevin.spencer@schwab.com,,List Import
10921177,Inactive Investor,Derek Happy,,"MML Investors Services, LLC Worcester MA 1 W Boylston St",,,Salesforce
218588,,GEOVANI Spies,,[Unknown],geovani.copagro@gmail.com,,Organic Search
374617,,Timothy Shanahan,President And Chief Compliance Officer,Compass Capital Corporation,tim@compasssecurities.com,781-535-6083,Manual List Upload
11232793,Inactive Investor,Michele Stenger,,"Ameritas Investment Company, LLC Cincinnati OH 1880 Waycross Rd",,,Salesforce
10963628,Inactive Investor,Kyle Anderson,Financial Advisor,Edward Jones Minneapolis MN 1518 125th Ave NE,,,Salesforce
10856388,Inactive Investor,Samuel Hodges,Financial Advisor,LPL Financial LLC Roanoke VA 2650 Electric Rd,sam.hodges@lpl.com,,Salesforce
11176769,Inactive Investor,Timothy Gibson,Senior Vice President - Investments,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",tim.gibson@raymondjames.com,,Salesforce
11145617,Inactive Investor,Jeffrey Hagstrom,,PlanMember Securities Corporation Fallbrook CA 19 Gateview Dr,jhagstrom@planmembersec.com,,Salesforce
10998176,Inactive Investor,Derrick Meier,Financial Professional,LPL Financial LLC Madison WI 525 Junction Rd,derrick.meier@lpl.com,,Salesforce
9638523,,Richard Goldstein,,,rgoldstein@massmutual.com,,List import
10880908,Inactive Investor,Mitchell Schoenbaum,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",mitchell.schoenbaum@wellsfargoadvisors.com,,Salesforce
2123198,,Carris Powell,,,yagalree@icloud.com,,
10887033,Inactive Investor,Mona Patel,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9622726,,proof of work,,,powman031@gmail.com,,List import
49922,,Nathan Harrison,Financial Planner,Lincoln Financial Advisors Corporation,nathan.harrison@lfg.com,281-880-9955,
11027548,Inactive Investor,Breanna Tavernini,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",bre.tavernini@nm.com,,Salesforce
11188012,Inactive Investor,Piotr Janicki,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11187137,Inactive Investor,Justin Kenney,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,justinkenney@statefarm.com,,Salesforce
11065489,Inactive Investor,Travus Pope,,"Syndicated Capital, Inc. Naples FL Private Residence",tpope@syndicatedcapital.com,,Salesforce
10806520,Inactive Investor,Carson Kessler,Financial Advisor Associate,Morgan Stanley Butler PA 101 Decatur Dr,carson.kessler@morganstanley.com,,Salesforce
373682,,Tho Doan Nhu,,[Unknown],252656hahah@gmail.com,,source
11104916,Inactive Investor,Bradford Edenfield,,"Raymond James Financial Services, Inc. Atlanta GA 285 Peachtree Center Ave NE",brad.edenfield@raymondjames.com,,Salesforce
11073883,Inactive Investor,Troy Baer,Financial Advisor,Edward Jones Wabash IN 905 N Cass St,troy.baer@edwardjones.com,,Salesforce
10908265,Inactive Investor,Rachel Betlach,,State Farm VP Management Corp. Saint Louis MO 9360 Olive Blvd,rachelwilliams@statefarm.com,,Salesforce
349275,,Junius Beaver,Managing Member,"Lanier Asset Management, Llc",trip.beaver@lanieram.com,502-909-1100,Manual List Upload
11069140,Inactive Investor,Ernesto Hernandez,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",ehernandez31@ml.com,,Salesforce
11119372,Inactive Investor,Raul Amaya,,PFS Investments Inc. El Paso TX 1200 Golden Key Cir,raul.amaya@primerica.com,,Salesforce
343071,,Stephen Pond,Chief Financial Officer,J.p. Morgan Asset Management,spond@am.jpmorgan.co.uk, -7426163,Manual List Upload
11209754,Inactive Investor,Eugene Pokhozhay,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11128470,Inactive Investor,Andrew Mulder,Financial Advisor,"Osaic Wealth, Inc. Richmond TX Private Residence",,,Salesforce
11169233,Inactive Investor,Kiwoong Lee,Financial Planner,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",kiwoong.lee@prudential.com,,Salesforce
11033869,Inactive Investor,Nathan Reyes,,PNC Investments Willoughby OH 35091 Euclid Ave,nathan.reyes@pnc.com,,Salesforce
10867661,Inactive Investor,Michelle Battle,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",michelle.battle@tiaa.org,,Salesforce
11139399,Inactive Investor,Jay Cohen,,"Pruco Securities, LLC. Las Vegas NV 6655 W Sahara Ave",jay.cohen@prudential.com,,Salesforce
334058,,Michael Piotrowicz,Managing Member,"Legacy Advisors, Llc",mpiotrowicz@legacyadvice.com,610-943-3000,Manual List Upload
9646207,,Graham Dodds,,,graham.dodds@mlp.com,,List import
11197657,Inactive Investor,Yining Li,,Citigroup Global Markets Inc.,yining.li@citigroup.com,,Salesforce
11001782,Inactive Investor,Jonathan McAlister,Advisor,"Plan A Wealth, LLC",jonathan@planawm.com,,Salesforce
11142764,Inactive Investor,John Taylor,Financial Advisor;Senior Vice President,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,john.taylor@morganstanley.com,,Salesforce
10981694,Inactive Investor,Reilly Smith,Investment Analyst,Lake Street Advisors Boston MA 155 Federal St,reilly@lakestreetadvisors.com,,Salesforce
10944735,Inactive Investor,Amaya Pollard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",amaya.pollard@ml.com,,Salesforce
10876192,Inactive Investor,Max Elvrom,Senior Investment Advisor,"Keudell Morrison Wealth Management, LLC Salem OR 235 Frnt St SE",max@kmwm.com,,Salesforce
11204423,Inactive Investor,Marissa Illingworth,Chief Compliance Officer;Investment Advisor,Canon Capital Investment Advisory Lancaster PA 342 N Queen St,millingworth@canoncapital.com,,Salesforce
11033173,Inactive Investor,Todd Stec,,"Charles Schwab & Co., Inc. Oak Brook IL 540 W 22nd St",,,Salesforce
216074,,Arnim Bonow,,[Unknown],arnim@peruya.com,,
9589368,,Maria Carmen Palmi Jordan,,,maikapal@yahoo.es,,List import
9629244,,Mark Wong,,,markmalcolm87@hotmail.com,,List import
223463,,Annie Wang,Business Development,Latham & Watkins,annie.wang@lw.com,,
10959257,Inactive Investor,Annette Allison-Campbell,Director - Wealth Management Services,"Northwestern Mutual Investment Services, LLC Wilmington DE 200 Bellevue Pkwy",annette.campbell@nm.com,,Salesforce
231691,, -,,[[Unknown]],83624321@qq.com,,
9580510,,Roger Li,,,rogerhli.99@gmail.com,,List import
11027326,Inactive Investor,Jerrie Tyre,,PFS Investments Inc. Tallahassee FL 4909 N Monroe St,jerrie.tyre@primerica.com,,Salesforce
10763946,Inactive Investor,Angela Bacon,Vice President,Rockefeller Financial LLC Houston TX 1330 Post Oak Blvd,abacon@rockco.com,,Salesforce
9633207,,Patrick Doody,,,coin@doodymail.com,,List import
9597392,,Karl Bertolli,,,karl.bertoli@qube-rt.com,,List import
11106930,Inactive Investor,David Kaplan,Compliance Analyst;Financial Consultant;Member,"Cornerstone Wealth Management, LLC",,,Salesforce
9617537,,Jason Shideler,,,jshideler@mdcp.com,,List import
224512,,Hans Birkeland,,[Unknown],disbehans@gmail.com,,
10829169,Inactive Investor,Alexandra Turpin,Associate Wealth Advisor;Financial Advisor,Morgan Stanley Greensboro NC 300 N Greene St,alexandra.turpin@morganstanley.com,,Salesforce
10998264,Inactive Investor,Isaac White,Senior Portfolio Strategist;Senior Vice President,"First Citizens Investor Services, Inc.",isaac.white@firstcitizens.com,,Salesforce
10947353,Inactive Investor,Charles Maynes,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",charlie@bossretirement.com,,Salesforce
10759482,Inactive Investor,Cory Goligoski,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",cgoligoski@ml.com,,Salesforce
10606655,,Elena Katz,Regional Manager,"Lord, Abbett & Co. LLC",elenareneekatz@hotmail.com,201-827-2269,List Import
10645451,,Christopher Glad,,,cglad@hlhz.com,,List Import
9592442,,Benjamin Gird,,,bgird@hotmail.com,,List import
228947,,Red Lab -,,[[Unknown]],wrex@redlabtech.com,,Direct
10767431,Inactive Investor,Joseph Clark,Managing Member;Managing Partner;Senior Advisor,Financial Enhancement Group,bigjoe@yourlifeafterwork.com,,Salesforce
11177862,Inactive Investor,Valerie Black,Client Service Manager,"Ameriprise Financial Services, LLC Baxter MN 13850 Bluestem Ct",valerie.d.black@ampf.com,,Salesforce
11175311,Inactive Investor,Jeffrey Jolly,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC North Haven CT 250 State St",jeffrey.t.jolly@ampf.com,,Salesforce
11174006,Inactive Investor,Jeffrey Moormeier,,"Osaic Wealth, Inc. Seattle WA 200 W Mercer St",,,Salesforce
10822342,Inactive Investor,Philip Ching,,PFS Investments Inc. Santa Rosa CA 1824 Empire Industrial Ct,philip.ching@primerica.com,,Salesforce
10764384,Inactive Investor,Frank Palmeri,,"MML Investors Services, LLC Garden City NY 900 Stewart Ave",fpalmeri@financialguide.com,,Salesforce
10983974,Inactive Investor,Robert Dunn,,"Saybrus Equity Services, LLC Canonsburg PA Private Residence",rdunn@saybruspartners.com,,Salesforce
9551040,,John Quinn,,,john@decentralpark.io,,List import
9556016,,jacky tom,,,binancejt2@outlook.com,,List import
11123938,Inactive Investor,Matthew Fuentes,,J.P. Morgan Securities LLC Rancho Cucamonga CA 8108 Milliken Ave,,,Salesforce
9628438,,Lenox Magee,,,virgosthree@gmail.com,,List import
10494117,,William Bregenzer,,Tower,wbregenzer2@bloomberg.net,,List Import
10614469,,Anna Chu,Financial Advisor,,achu02@ft.newyorklife.com,,List Import
10801081,Inactive Investor,Sean Hattrick,Senior Vice President - Wealth Management,UBS Financial Services Inc. Southampton NY 8 Main St,sean.hattrick@ubs.com,,Salesforce
9583097,,Marcus Ademola,,,marcusademola@yahoo.com,,List import
11222330,,Anna Sergunina,,,anna@mainstreetplanning.com,,List Import
11015459,Inactive Investor,Logan King,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",,,Salesforce
10786296,Inactive Investor,Shannon Utterback,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9598129,,Wheeler Moon,,,wheeler.moon@ubs.com,,List import
11170034,Inactive Investor,Michael Linse,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated La Crosse WI 201 Main St",linsem@stifel.com,,Salesforce
10489143,,Christian Bean,Financial Planning Specialist,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",christian.bean@ampf.com,469-366-7206,List Import
10850866,Inactive Investor,Nancy Medina,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",,,Salesforce
9556315,,Gregory Schmitt,,,gschmitt@financialguide.com,,List import
92581,,Ellen Brandt,"Office of Supervisory Jurisdiction Manager, Regional Branch Manager","Transamerica Financial Advisors, Inc",ellen.brandt@transamerica.com,727-299-1800,
11217105,,Amanda Bruno,,,amanda.bruno@nb.com,,Other
10864852,Inactive Investor,James Scott,Financial Advisor,"Osaic Wealth, Inc. Nunda NY 36 S State St",,,Salesforce
11042289,Inactive Investor,Chad Clark,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11232911,Inactive Investor,James Becker,,"Wells Fargo Clearing Services, LLC Monticello MN 407 Pine St",,,Salesforce
11061130,Inactive Investor,Sameeh Chedid,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10792898,Inactive Investor,Michael Brink,,"Ameriprise Financial Services, LLC Owensboro KY 2708 New Hartford Rd",michael.a.brink@ampf.com,,Salesforce
10769772,Inactive Investor,Kevin Reding,,Key Investment Services LLC Buffalo NY 4455 Transit Rd,kevin.reding@key.com,,Salesforce
10843005,Inactive Investor,Stuart Malakoff,,"Raymond James Financial Services, Inc. Bend OR 523 NW Colorado Ave",stuart.malakoff@raymondjames.com,,Salesforce
11072841,Inactive Investor,Miriam Percy,Financial Advisor,Lincoln Investment Broken Arrow OK 4101 N Lions Pl,mpercy@lincolninvestment.com,,Salesforce
10814776,Inactive Investor,David Satterfield,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10618991,,Liam Hansen,,,liam.hansen@morganstanley.com,,List Import
11168542,Inactive Investor,Christopher Peterson,,Country Capital Management Company Hanna City IL 12924 W Farmington Rd,christopher.peterson@countryfinancial.com,,Salesforce
10615121,,Matthew Gershon,"Financial Advisor, First Vice President",,matthew.gershon@morganstanley.com,,List Import
10995948,Inactive Investor,Michael Corbett,Chief Compliance Officer;Founder,WealthEQ,michael@wealth-eq.com,,Salesforce
10924774,Inactive Investor,Peter McCormack,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",peter.mccormack@prudential.com,,Salesforce
9564501,,Payton Denney,,,pdenney@financialguide.com,,List import
9604269,,JOSEPH COX,,,joe.cox@xmonetaecapital.com,,List import
11077081,Inactive Investor,Stephen Green,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",s.green@raymondjames.com,,Salesforce
9590368,,Scott Rabacs,,,srabacs@tacon.com,,List import
11072254,Inactive Investor,Anna Ferraro,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",anna.ferraro@ml.com,,Salesforce
9632833,,Tyler Graves,,,tgraves83@yahoo.com,,List import
11189226,Inactive Investor,Shaina Stavem,Registered Principal,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",,,Salesforce
373516,,Mustafa Azim,,[Unknown],mtazim521@gmail.com,,source
10603833,,Clayton Gardner,"Co-Chief Executive Officer, Co-Founder",Titan,clay@titanvest.com,,List Import
11127452,Inactive Investor,Grant Tolman,Investment Advisor Representative,"Osaic Wealth, Inc. Overland Park KS 6801 W 107th St",,,Salesforce
10838303,Inactive Investor,Chad Lafauci,Vice President,Commonwealth Financial Network San Diego CA 600 W Broadway,clafauci@commonwealth.com,,Salesforce
336066,,Meredith Boggess,Director Of Advisor Engagement,"Buckingham Strategic Partners, Llc",mboggess@bamadvisor.com,314-725-0455,Manual List Upload
11177979,Inactive Investor,Corinne Kelly,,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,,,Salesforce
9626346,,Nithipong Subaneknan,,,nithipong.subaneknan@gmail.com,,List import
11189682,Inactive Investor,Dustin Gorenc,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",,,Salesforce
11094405,Inactive Investor,Joel Muller,Financial Advisor,Edward Jones Reno NV 3005 Skyline Blvd,joel.muller@edwardjones.com,,Salesforce
11045373,Inactive Investor,Jeffrey Oetting,,"Osaic Wealth, Inc. Charleston IL 905 W Lincoln Ave",,,Salesforce
9568816,,Scott Picklo,,,scott.picklo@morganstanley.com,,List import
225127,,Jerry Ketterling,,[Unknown],jketterling@mac.com,,Direct
11143025,Inactive Investor,Colby Laxton,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Thousand Oaks CA 650 S Westlake Blvd",,,Salesforce
9554701,,Ismai Hashi,,,rianatech@gmail.com,,List import
10844884,Inactive Investor,Michael Farah,Chief Compliance Officer;Managing Member,"Farah Private Wealth Management, LLC",,,Salesforce
10873886,Inactive Investor,Richard Tourville,,"International Assets Advisory, LLC Delray Beach FL Private Residence",rtourville@iaac.com,,Salesforce
11019296,Inactive Investor,David Chan,,"Gold Coast Securities, Inc. Gold River CA Private Residence",dchan@gcsec.com,,Salesforce
10902848,Inactive Investor,Breanna Strerath,Senior Client Associate,"RBC Capital Markets, LLC Delafield WI 440 Wells St",breanna.strerath@rbc.com,,Salesforce
11221082,,Brett Kahnert,,,brett.kahnert@transamerica.com,,List Import
9634727,,Derek Jeong,,,djeong@ascribecapital.com,,List import
10827025,Inactive Investor,Brian Soistmann,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,brian.soistmann@fidelity.com,,Salesforce
10801956,Inactive Investor,Kyle Blumenstock,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,kyle.blumenstock@ubs.com,,Salesforce
10777601,Inactive Investor,Cyrus Chan,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",cyrus_chan@ml.com,,Salesforce
10962236,Inactive Investor,Prince Nteere,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11086662,Inactive Investor,Adam Chervenak,Financial Advisor,Edward Jones Granite Bay CA 9700 Village Center Dr,adam.chervenak@edwardjones.com,,Salesforce
11073821,Inactive Investor,Kymberly Garbow,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kymberly.garbow@schwab.com,,Salesforce
11144895,Inactive Investor,Nelson Castro,,"MML Investors Services, LLC Tampa FL 2502 N Rocky Point Dr",nelsoncastro@financialguide.com,,Salesforce
9582018,,Danielle Torres -,,,dtaylor41788@gmail.com,,List import
9639967,,Russell Hanlin,,,rusell.hanlin@sunkist.com,,List import
11078939,Inactive Investor,Matthew Puetz,,"Osaic Wealth, Inc. Bismarck ND 419 Riverwood Dr",,,Salesforce
10996533,Inactive Investor,Andrew Schaefer,,"U.S. Bancorp Investments, Inc. Bozeman MT 104 E Main St",,,Salesforce
10459574,,Dylan D'ALMEIDA,,,dylan.dalmeida228@gmail.com,,Web Form Fillout
203599,,David Hogen,,"MML Investors Services, LLC",dhogen@financialguide.com,612-333-1413,
10988526,Inactive Investor,Jessica Denton,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",jessica.denton@robinhood.com,,Salesforce
10834783,Inactive Investor,David Giles,,"ValMark Securities, Inc. Reading PA 955 Penn Ave",,,Salesforce
11200511,Inactive Investor,Julia Brufke Wenger,Investment Financial Advisor,"Osaic Wealth, Inc. Phoenixville PA 300 Bridge St",,,Salesforce
9574039,,Joseph Zarlinga,,,jzarlinga@stratoswp.com,,List import
10812843,Inactive Investor,Jeffrey Steichen,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Walton Beach FL 91 Racetrack Rd NW",jeff.steichen@wellsfargo.com,,Salesforce
11000320,Inactive Investor,Michele Westmaas,Associate Representative,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,michele.westmaas@thrivent.com,,Salesforce
9646936,,Alan Jeffrey,,,alan.puklin@ampf.com,,List import
11052482,Inactive Investor,Annelyse Frugoni,Chief Financial Officer;Director;Principal,"Focus Wealth Advisors, LLC Houston TX 4900 Woodway Dr",annelyse.frugoni@focus-wa.com,,Salesforce
11238361,Inactive Investor,Scott Ondek,,"Sageview Advisory Group, LLC",sondek@sageviewadvisory.com,,Salesforce
11213406,Inactive Investor,Bridget Stanners,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,,,Salesforce
11003897,Inactive Investor,Philip Desilus,,"Citizens Securities, Inc.",philip.desilus@citizensbank.com,,Salesforce
9588621,,Richard Alphonso,,,richarda@finadvisors.com,,List import
10916654,Inactive Investor,George Scott,Partner;Wealth Advisor,Cornerstone Wealth Management Group,george.scott@cornerstonewealthtn.com,,Salesforce
11018755,Inactive Investor,Robert Brown,Client Advisor,"Raymond James & Associates, Inc. Atlanta GA 3414 Peachtree Rd NE",robert.brown@raymondjames.com,,Salesforce
332922,,Pallavi Srivastava,,Tolleson Wealth Management,psrivastava@tollesonwealth.com,,
11000271,Inactive Investor,Laura Weiss,,Thrivent Investment Management Inc. Brenham TX 203 S Jackson St,laura.weiss@thrivent.com,,Salesforce
343674,,Rob Moriarty,Relationship Manager Director,"Invesco Private Capital, Inc.",robert.moriarty.jr@invesco.com,212-826-1100,Manual List Upload
8480992,,Drew Maresca,,Northern Trust,dm579@ntrs.com,(917) 579-9507,List Import
9606759,,Ken Miyoshi,,,kenmiyoshi@gmail.com,,List import
11172163,Inactive Investor,Dominique Mcqueen,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,dominique.mcqueen@fmr.com,,Salesforce
10973500,Inactive Investor,David Hanson,Research Manager,Ballentine Partners,dhanson@ballentinepartners.com,,Salesforce
10894808,Inactive Investor,Maureen Elliott,Financial Advisor,Edward Jones Brighton MI 1219 S Old US Hwy 23,maureen.elliott@edwardjones.com,,Salesforce
163509,,Jon eckert,,[Unknown],bubbamtn2@gmail.com,917 257 3771,
10997026,Inactive Investor,James Ciamacco,Financial Advisor,Wescott Financial Advisory Group LLC,,,Salesforce
10906792,Inactive Investor,Justin Garofalo,Associate;Managing Director,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",garofalo.justin@principal.com,,Salesforce
11230180,Inactive Investor,Kevin Kania,,NYLIFE Securities LLC Buffalo NY 6400 Main St,kjkania@ft.newyorklife.com,,Salesforce
10487777,,William White,Financial Advisor,Eagle Strategies LLC,wcwhite@ft.newyorklife.com,,List Import
11057268,Inactive Investor,Bruce Vaughn,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,vaughnb@ceteranetworks.com,,Salesforce
11063390,Inactive Investor,John Baker,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Erie PA 652 W 6th St",john.baker@ampf.com,,Salesforce
11191948,Inactive Investor,Samuel Loring,Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. O Fallon IL 475 Regency Park",samuel.loring@raymondjames.com,,Salesforce
7110803,,Alice Sullivan,,,alicejosh329@gmail.com,,Web Form Fillout
9635237,,Viviana Lozito,,,vlozito@levelequity.com,,List import
4889697,,Michael Hatfield,,,mlhatfield52@yahoo.com,,Web Form Fillout
10942543,Inactive Investor,Christopher Giampietro,,"HighTower Securities, LLC New York NY 505 5th Ave",cgiampietro@hightoweradvisors.com,,Salesforce
10998672,Inactive Investor,Thomas Smith,,LPL Financial LLC Valdosta GA 2419 Andover Dr,thomas.smith@lpl.com,,Salesforce
9568143,,Manuel -,,,mdl@brilliantworld.com,,List import
10892653,Inactive Investor,Erna Colborn,Financial Advisor,Edward Jones Rockford IL 483 N Mulford Rd,erna.colborn@edwardjones.com,,Salesforce
11155126,Inactive Investor,Akshat Bhargava,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
225174,,Tianyu Song,,[Unknown],songtianyu0802@outlook.com,,Direct
11004022,Inactive Investor,Sophie Mongrain-Ertefaie,,J.P. Morgan Securities LLC Rochester NY 260 Crittenden Blvd,sophie.mongrain-ertefaie@jpmorgan.com,,Salesforce
10971686,Inactive Investor,Daniel Witherspoon,,"Raymond James Financial Services, Inc. Urbana IL 201 W Main St",daniel.witherspoon@raymondjames.com,,Salesforce
11135296,Inactive Investor,Gerald Knotek,Chief Compliance Officer;Executive Vice President,"Sequoia Financial Group, L.L.C.",,,Salesforce
10904291,Inactive Investor,Carol Underwood,Financial Advisor,"Osaic Wealth, Inc. Campbell CA 1475 S Bascom Ave",,,Salesforce
232744,, -,,[[Unknown]],imchenxiangli@gmail.com,,Organic Search
10926053,Inactive Investor,Chelsea Young,Financial Services Professional,"Charles Schwab & Co., Inc. Land O Lakes FL Private Residence",chelsea.young@schwab.com,,Salesforce
10970393,Inactive Investor,Michelle Robinson,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,michelle.brown@primerica.com,,Salesforce
11235447,Inactive Investor,David Morgan,Financial Advisor,"The High Net Worth Advisory Group, LLC",dcm@hnwag.com,,Salesforce
11183984,Inactive Investor,Kameron Helmuth,Chief Growth Officer;Partner,Vestia Personal Wealth Advisors,khelmuth@vestia.com,,Salesforce
11060438,Inactive Investor,Matthew Johnson,,"Moors & Cabot, Inc. Naples FL 999 Vanderbilt Beach Rd",mjohnson@moorscabot.com,,Salesforce
9627974,,Shane Zerr,,,shane@mindsetdc.com,,List import
233995,, -,,[[Unknown]],stephan.morency@fondaction.com,,
10949084,Inactive Investor,Robert Roesener,Wealth Advisor,"Parallel Advisors, LLC",robert.roesener@paralleladvisors.com,,Salesforce
10975497,Inactive Investor,Allison Williamson,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",allie.ulrich@nm.com,,Salesforce
10969551,Inactive Investor,Joseph Bianchi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",,,Salesforce
223947,,Patrick Wilson,,[Unknown],patrick.tramel@gmail.com,,Direct
11154972,Inactive Investor,Gwendolyn Kohlenberg,,Vanguard Marketing Corporation,gwendolyn_kohlenberg@vanguard.com,,Salesforce
11076700,Inactive Investor,Thomas Fisher,Founder;Principal,Fisher Financial Strategies,thomas@fisherfinancialstrategies.com,,Salesforce
9589057,,Manoj Tripathi,,,manojkt@gmail.com,,List import
9560404,,Adam Robinette,,,adam.robinette@fmr.com,,List import
11017260,Inactive Investor,Nicholas Raffin,Chief Compliance Officer;Managing Member,The Raffin Group LLC Los Altos CA 13468 N Fork Ln,nick@theraffingroup.com,,Salesforce
371168,,LEONARD MUSMECI,,United States,lamusmeci@msn.com,,source
10619139,,Bryan Edmunds,,,bryan.edmunds@morganstanley.com,,List Import
10908296,Inactive Investor,Virginia Gil,,State Farm VP Management Corp. Farmington NM 3030 E Main St,ginny.gil.fga7@statefarm.com,,Salesforce
11126080,Inactive Investor,Dane Smith,Financial Planner;Portfolio Manager,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11034696,Inactive Investor,Eunice Flores,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",,,Salesforce
10551202,,Steven Plott,,,splott@unitedcapitalgroup.net,,Web Form Fillout
8480517,,Angela DeRubertis,,Putnam Investments,angela_derubertis@putnam.com,(518) 258-7835,List Import
10910777,Inactive Investor,Carolina Askew,,"Wells Fargo Clearing Services, LLC Missouri City TX 3660 Hampton Dr",,,Salesforce
11259987,Inactive Investor,Roland Salazar,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10971642,Inactive Investor,Danielle Converse,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",dani.converse@nm.com,,Salesforce
11064872,Inactive Investor,Ken Rosenberg,Executive Director;Wealth Advisor,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,ken.rosenberg@morganstanley.com,,Salesforce
371546,,rICHARD D'Addario,,[Unknown],dickdaddario@aol.com,,Salesforce
10835736,Inactive Investor,Brad Lipsig,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",brad.lipsig@wellsfargoadvisors.com,,Salesforce
10925857,Inactive Investor,Cristal Soltero,,"Wells Fargo Clearing Services, LLC Las Vegas NV 3800 Howard Hughes Pkwy",cristal.r.soltero@wellsfargo.com,,Salesforce
11207073,Inactive Investor,Jeffrey Zerndt,,J.P. Morgan Securities LLC Howell MI 2410 W Grand River Ave,jeffrey.zerndt@jpmorgan.com,,Salesforce
11002671,Inactive Investor,Angela Gelzine,Investor Services Advisor,Lincoln Investment,agelzine@lincolninvestment.com,,Salesforce
10769933,Inactive Investor,Robert Fitzjarrald,,"Latitude Advisors, LLC Canton IL 143 W Chestnut St",rfitzjarrald@latitudefinancial.net,,Salesforce
9554614,,Ryan Florence,,,ryan@kikerwealth.com,,List import
11125856,Inactive Investor,Sandra Perkin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",sandra.perkin@schwab.com,,Salesforce
11160784,Inactive Investor,Brenden Bosmans,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",brenden.bosmans@wellsfargoadvisors.com,,Salesforce
10938653,Inactive Investor,Timothy Loeffler,Investment Advisor Representative,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10954008,Inactive Investor,Weiyi Hu,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10851160,Inactive Investor,Robert Saunders,Financial Advisor;First Vice President,Morgan Stanley Winston-Salem NC 100 N Main St,,,Salesforce
9608326,,D M,,,matrox-it@yandex.ru,,List import
11089222,Inactive Investor,Eustace Fernandes,Financial Advisor,LPL Financial LLC Flower Mound TX 3204 Long Prairie Rd,eustace.fernandes@lpl.com,,Salesforce
11145593,Inactive Investor,Renee Morgan,Portfolio Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
10790502,Inactive Investor,Cort Giffin,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",cort.giffin@wellsfargoadvisors.com,,Salesforce
226358,,Kenneth Heung,,[[Unknown]],kenheung05@gmail.com,6048892633,Initial Salesforce Import
10880392,Inactive Investor,Vera Shaker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ashburn VA 20045 Ashbrook Commons Plz",vera.shaker@ml.com,,Salesforce
10990904,Inactive Investor,Jerome Knochelmann,Financial Advisor;Owner;Wealth Manager,KWMA,,,Salesforce
343232,,Marcelo Benitez,"Managing Director, Principal",Proaltus Usa,mbenitez@proaltus.com,857-334-1921,Manual List Upload
11093867,Inactive Investor,Paul Soper,Financial Advisor,LPL Financial LLC Morganton NC Private Residence,paul.soper@lpl.com,,Salesforce
3684932,Inactive Investor,Nina Dheer,"Product Development - Mutual Funds, ETFs & Money Markets",Morgan Stanley,nina.dheer@morganstanley.com,212-296-1944,Web Form Fillout
10957708,Inactive Investor,Michael Zoiner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 988 3rd Ave",michael.zoiner@ml.com,,Salesforce
10946368,Inactive Investor,Susan Sajjadi,,"WestPark Capital, Inc. Irvine CA 2030 Main St",ssajjadi@wpcapital.com,,Salesforce
10828170,Inactive Investor,Regina Wickard,,Oppenheimer & Co. Inc. East Lansing MI 1400 Abbot Rd,regina.wickard@opco.com,,Salesforce
11063331,Inactive Investor,Daben Kosaka,,LPL Financial LLC San Diego CA 4707 Executive Dr,daben.kosaka@lpl.com,,Salesforce
10815042,Inactive Investor,Thomas Plumb,Managing Member;President,"Wisconsin Capital Management, LLC",tplumb@wiscap.com,,Salesforce
10816894,Inactive Investor,Erik Daley,Managing Principal;President;Principal,"Multnomah Group, Inc.",erik.daley@multnomahgroup.com,,Salesforce
10848648,Inactive Investor,Douglas Zima,,"Cambridge Investment Research, Inc. Hawarden IA 910 Avenue E",dkzima@cambridgesecure.com,,Salesforce
11192905,Inactive Investor,Penelope Spees,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",penelope.spees@valic.com,,Salesforce
339609,,Marc Such,,"Millington Financial Advisors, Llc",msuch@millingtonfa.com,630-922-7900,Manual List Upload
10828506,Inactive Investor,Andrew Sweetland,Director;Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,andrew.sweetland@ubs.com,,Salesforce
339471,,?? ?,,ä¸?ä¸€ ä¸?,1054468751@qq.com,,
9567081,,Michael Sciarrillo,,,mikesnj1@gmail.com,,List import
11218975,,Michael Fasano,,,michael.fasano@ceterais.com,,Other
10921780,Inactive Investor,Steven Person,Financial Professional,"Pruco Securities, LLC. Hendersonville TN 113 Hazel Path",steve.person@prudential.com,,Salesforce
112780,,Vartges Saroyan,Owner and Principal Real Estate Broker,PlusRealty,vartges.saroyan@gmail.com,,
154305,,Tom Glennon,,[Unknown],pennystockcrap@yahoo.com,,
11236605,Inactive Investor,David Palladino,Financial Advisor,"Fortis Capital Advisors, LLC Southington CT Private Residence",,,Salesforce
11120158,Inactive Investor,Randa El-Sayed,Managing Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,randa.elsayed@citi.com,,Salesforce
9627507,,Justin Bowker,,,jbowker1012@gmail.com,,List import
11017461,Inactive Investor,Jacob Halloran,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",jacob.halloran@nm.com,,Salesforce
10822842,Inactive Investor,Jenifer Woolcott,Registered Client Associate,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",jen.woolcott@rbc.com,,Salesforce
10859099,Inactive Investor,James Wright,Chief Investment Officer;Managing Member,Harvest Financial Partners,jim@harvestfp.com,,Salesforce
11233641,Inactive Investor,Tivan Szigethy,,Fidelity Brokerage Services LLC,,,Salesforce
11031268,Inactive Investor,Meaghan Keeven,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",mkeeven@financialguide.com,,Salesforce
10828504,Inactive Investor,Thomas McCarver,Financial Advisor,Edward Jones Spartanburg SC 300 E Henry St,thomas.mccarver@edwardjones.com,,Salesforce
11271833,,x v,,,chinmay@hodlcc.com,,Web Form Fillout
10805124,Inactive Investor,David Birk,,"OFG Financial Services, Inc.",davebirk@ofgfinancial.com,,Salesforce
10879033,Inactive Investor,Jane Vesoulis,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,jane.vesoulis@fidelity.com,,Salesforce
11187860,Inactive Investor,Desiree Kennedy,Financial Advisor,Edward Jones New Port Richey FL 6141 Grand Blvd,desiree.kennedy@edwardjones.com,,Salesforce
10995703,Inactive Investor,Carl Lovsted,Investment Advisor Representative,SPG Advisors LLC,,,Salesforce
11114640,Inactive Investor,Ryan Boss,,Cetera Advisor Networks LLC Wichita KS 740 W 2nd St N,bossr@ceteranetworks.com,,Salesforce
9587251,,Catherine Nichols,,,catherine.nichols@tciwealth.com,,List import
10837072,Inactive Investor,Joseph McGivney,Financial Advisor,Edward Jones North Palm Beach FL 14263 US Hwy 1,joseph.mcgivney@edwardjones.com,,Salesforce
9611882,,S W,,,joyciesy02@gmail.com,,List import
9578668,,Mark Kluge,,,mark.kluge@securitiesamerica.com,,List import
10847177,Inactive Investor,Noelle Deluca,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,noelle.kanaga@gs.com,,Salesforce
9599970,,Justin Wolfe,,,jwolfe@tdpfund.com,,List import
11084527,Inactive Investor,Daniel Gomes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",daniel.gomes.1@ml.com,,Salesforce
11015438,Inactive Investor,Kevin Feder,Financial Advisor;Senior Vice President,Morgan Stanley,kevin.feder@morganstanley.com,,Salesforce
11201410,Inactive Investor,Alan Piehl,,"Avantax Investment Services, Inc. Aurora CO 1010 S Joliet St",,,Salesforce
11207612,Inactive Investor,Gerard Mcgeough,Relationship Manager,Chatham Wealth Management,gerard@chathamwealth.com,,Salesforce
9619225,,Brent Dunn,,,brentdunn@missouristate.edu,,List import
11109232,Inactive Investor,Travis Keller,Associate Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",travis.keller@ampf.com,,Salesforce
10915256,Inactive Investor,Kyle Clark,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morrisville PA 1030 Stony Hill Rd",,,Salesforce
11236239,Inactive Investor,Zachary Misak,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
11146005,Inactive Investor,Gloria Auguste,,Morgan Stanley Miami FL 200 S Biscayne Blvd,gloria.auguste@morganstanley.com,,Salesforce
11205100,Inactive Investor,Pamela Treadwell,,Cetera Financial Specialists LLC Muskogee OK 233 W Broadway St,,,Salesforce
10997493,Inactive Investor,Beau Adams,,"Raymond James Financial Services, Inc. Phoenix AZ 148 N 48th St",beau.adams@raymondjames.com,,Salesforce
10907240,Inactive Investor,Stephen Stewart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",stephen.stewart@ml.com,,Salesforce
10779087,Inactive Investor,Peter Cina,Financial Advisor,LPL Financial LLC Naples FL 4524 Silver Fox Dr,peter.cina@lpl.com,,Salesforce
11196278,Inactive Investor,Abbas Khoshnevissan,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,akhosh@rockco.com,,Salesforce
11027110,Inactive Investor,Diana Turner,,PFS Investments Inc. Tempe AZ 2245 W University Dr,,,Salesforce
10836306,Inactive Investor,Alexander Taub,,"Raymond James Financial Services, Inc. Goshen NY 3 Coates Dr",alexander.taub@raymondjames.com,,Salesforce
9562182,,Antoinette Gega,,,agega@financialguide.com,,List import
9639182,,Frank Pfeffer,,,fpfeffer@mdsass.com,,List import
10644975,,Andrew Turnbull,,,aturnbull@hlhz.com,,List Import
232267,, -,,[Unknown],bryantcaleb50@gmail.com,,
10618125,,Charles Hartman,,,chartman@theretirementnetwork.com,,List Import
10769108,Inactive Investor,David Layman,Financial Advisor,Edward Jones Joshua TX 205 N Broadway St,david.layman@edwardjones.com,,Salesforce
180192,,Daniel Perez,,[Unknown],perezda@gmail.com,,Event
249250,,Keith Wagstaff,,National Research Group,keith.wagstaff@nrgmr.com,,Manual List Upload
9608523,,Edward Powers,,,miniweboffice@gmail.com,,List import
11194208,Inactive Investor,Gregory Seigel,,"Osaic Wealth, Inc. Tarzana CA 18321 Ventura Blvd",,,Salesforce
233216,, -,,[[Unknown]],christopher2908@hotmail.com,,
9636789,,Eric Rubin,,,erubin@cedarbrookfinancial.com,,List import
9623265,,K K,,,ksiaze_litewski@wp.pl,,List import
11079242,Inactive Investor,Wayne Rich,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",wayne_rich@ml.com,,Salesforce
9645489,,elvis diaz,,,elvis.diaz080317@gmail.com,,List import
10875876,Inactive Investor,Samuel Welch,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,samuel_welch@vanguard.com,,Salesforce
9574521,,John Mendoza,,,jmendoza@myfmsa.com,,List import
348064,,T. Haas,"Managing Director, Business Development",Eureka Equity Partners,tjhaas@eurekaequity.com,267-238-4200,Manual List Upload
11028439,Inactive Investor,Nicholas Aguirre,,NYLIFE Securities LLC Salt Lake City UT 855 E 4800 S,nlaguirre@ft.newyorklife.com,,Salesforce
11072283,Inactive Investor,Robert Warner,,William Blair Charlotte NC 101 S Tryon St,rwarner@williamblair.com,,Salesforce
10905542,Inactive Investor,Julie Ridgeway,,Cetera Advisor Networks LLC Roseville CA 2380 Professional Dr,ridgewayj@ceteranetworks.com,,Salesforce
10970205,Inactive Investor,Miranda Dubberly,,Arvest Wealth Management Springdale AR 415 W Emma Ave,mdubberly@arvest.com,,Salesforce
10932181,Inactive Investor,Mark Debord,,"MML Investors Services, LLC Fort Collins CO 2580 E Harmony Rd",mdebord@financialguide.com,,Salesforce
9644673,,aewef rferrwe,,,oqbvqfbb@exelica.com,,List import
10948675,Inactive Investor,Rachal Tate,Financial Advisor,Edward Jones Tiffin OH 664 Miami St,rachal.tate@edwardjones.com,,Salesforce
11010381,Inactive Investor,Joseph Childrey,Executive Vice President,CPR Investments Inc,joseph.childrey@cprinvestmentsinc.com,,Salesforce
11082102,Inactive Investor,Daniel Wagner,,"M Holdings Securities, Inc.",,,Salesforce
10901849,Inactive Investor,Alec Bethell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",alec.bethell@ml.com,,Salesforce
9587472,,James Evans,,,jevans@thompsonim.com,,List import
9584456,,Howard Slater,,,hslater@cedarbrookfinancial.com,,List Import
11091334,Inactive Investor,George Stoutin,Financial Advisor,Edward Jones Douglas MI 45 Blue Star Hwy,george.stoutin@edwardjones.com,,Salesforce
10841395,Inactive Investor,George Ferguson,,"Cambridge Investment Research, Inc. Canton GA Private Residence",,,Salesforce
11237958,Inactive Investor,Adam Buresh,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",aburesh@performancetrust.com,,Salesforce
10656254,,Douglas Mogck,,,doug.mogck@nm.com,,List Import
11062568,Inactive Investor,Henry Hampton,Financial Advisor,Thrivent Investment Management Inc. Mason OH 408 4th Ave,henry.hampton@thrivent.com,,Salesforce
11049446,Inactive Investor,John Tollefson,Owner,ProPlans,,,Salesforce
10799242,Inactive Investor,Kelly Trach,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Lancaster PA 300 Granite Run Dr,kelly.trach@morganstanley.com,,Salesforce
11148733,Inactive Investor,Frank Kirby,,United Planners' Financial Services of America A Limited Partner Phoenix AZ 7210 N 16th St,,,Salesforce
11034085,Inactive Investor,Andres Cano,,Key Investment Services LLC Cicero NY 7950 Brewerton Rd,andres_cano@keybank.com,,Salesforce
11118954,Inactive Investor,Jasmine Muhammad,Private Client Banker,J.P. Morgan Securities LLC Cherry Hill NJ 1906 Rte 70 W,jasmine.s.muhammad@chase.com,,Salesforce
11175798,Inactive Investor,Gregory Ellington,,"Raymond James Financial Services, Inc. Burlington NC 3101 S Church St",greg.ellington@raymondjames.com,,Salesforce
11128213,Inactive Investor,Adam Carlock,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10825331,Inactive Investor,Charles Massimo,,LPL Financial LLC Deer Park NY 724 Long Island Ave,charles.massimo@lpl.com,,Salesforce
11167956,Inactive Investor,Megan Smith,First Vice President - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,megan.smith@ubs.com,,Salesforce
11090555,Inactive Investor,Viridiana Rojas,Private Client Advisor,J.P. Morgan Securities LLC Canoga Park CA 6633 Topanga Canyon Blvd,viridiana.rojas@jpmorgan.com,,Salesforce
10696271,,Richard Banquier,,TD Private Client Wealth LLC,richard.banquier@td.com,,List Import
10757261,Inactive Investor,Claire Beatty,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,claire.beatty@morganstanleypwm.com,,Salesforce
99286,,Kirk Vossler,,Vossler Farms,kirk863.kv@gmail.com,5599090602,Paid Search
10804121,Inactive Investor,Steven Hyman,Financial Advisor,LPL Financial LLC Deerfield IL 570 Lake Cook Rd,steven.hyman@lpl.com,,Salesforce
10992783,Inactive Investor,Michelle Ruiz,,PFS Investments Inc. Lubbock TX 11006 Indiana Ave,,,Salesforce
9556504,,Mön ICON,,,mon@iconspain.com,,List import
10769896,Inactive Investor,Howard Lashner,Owner,PFS Investments Inc. Newtown PA 842 Durham Rd,howard.lashner@primerica.com,,Salesforce
10901687,Inactive Investor,Hugo Pallares,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
9569104,,Federico Marinelli,,,feedmari@gmail.com,,List import
11018987,Inactive Investor,Jasmine Brown,,PFS Investments Inc. Tinley Park IL 7851 185th St,,,Salesforce
10752884,Inactive Investor,John Dougherty,,LPL Financial LLC Darien CT 320 Post Rd,john.t.dougherty@lpl.com,,Salesforce
11102026,Inactive Investor,Paula Morales Lopez,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11193453,Inactive Investor,Brent Williams,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",brent.williams@raymondjames.com,,Salesforce
9570969,,TIM PETERS,,,tpetersgm@icloud.com,,List import
11156822,Inactive Investor,Kassia Cristello,,LPL Financial LLC Fairfield OH 7100 Dixie Hwy,kassia.cristello@lpl.com,,Salesforce
11060219,Inactive Investor,Arthur Felix,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,arthur.felix@fidelity.com,,Salesforce
6947726,,Alim Sk,,,ask77984@gmail.com,,Web Form Fillout
9610734,,QING-JIA LIU,,,shk850706@gmail.com,,List import
10861830,Inactive Investor,Robyn O'Kelley,,"Synovus Securities, Inc. Rome GA 701 Broad St",robynokelley@synovus.com,,Salesforce
10796117,Inactive Investor,Michael Parke,Chief Compliance Officer;Owner,"Mike Parke Investment Management, LLC",,,Salesforce
10594030,,Jesse M Hernandez,,,jmhybic@yahoo.com,,Web Form Fillout
11006617,Inactive Investor,Jason Polk,Financial Advisor,Edward Jones San Diego CA 16766 Bernardo Center Dr,jason.polk@edwardjones.com,,Salesforce
9543416,,khuram qureshi,,,khuramqureshi35@gmail.com,,List import
10776060,Inactive Investor,Lund Cooley,Financial Advisor,Edward Jones New London WI 801 W Wolf River Ave,lund.cooley@edwardjones.com,,Salesforce
10818914,Inactive Investor,Bailey Winter,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Cedar Rapids IA 2510 Edgewood Rd Sw",bailey.winter@usbank.com,,Salesforce
11133211,Inactive Investor,Lewis Nameth,Financial Advisor,"Wells Fargo Clearing Services, LLC Fallbrook CA 212 S Main Ave",lewis.nameth@wellsfargo.com,,Salesforce
10755393,Inactive Investor,Bruce Barth,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",bruce_g_barth@ml.com,,Salesforce
10645630,,John Riddle,,,jriddle@bglco.com,,List Import
10972904,Inactive Investor,David Brown,,LPL Financial LLC Frederick CO Private Residence,,,Salesforce
9606312,,Michael Landmann,,,mlandmann@gmail.com,,List import
9580206,,Paul Fields,,,pfields@royalaa.com,,List import
348827,,Robert Jacobsen,Managing Director,Fundamental Advisors Lp,rj@fundamentaladvisorslp.com,212-205-5000,Manual List Upload
11171241,Inactive Investor,Shane Collins,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,shane_collins@vanguard.com,,Salesforce
10975140,Inactive Investor,Nicholas Simmons,Regional Leader,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,nicholas.simmons@primerica.com,,Salesforce
10897812,Inactive Investor,Michael Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11051636,Inactive Investor,Fletcher Perkins,Chief Compliance Officer;Founder;Managing Member,"Acara Capital Management, LLC",fletcher.perkins@acarawealth.com,,Salesforce
9634950,,Joseph Hynes,,,joseph_hynes@nylim.com,,List import
10915555,Inactive Investor,Joseph Neff,Financial Advisor,Edward Jones Bradford PA 81 Main St,joseph.neff@edwardjones.com,,Salesforce
11089783,Inactive Investor,Matthew Moser,Chief Compliance Officer;Chief Executive Officer;President,Moser Wealth Advisors,scott@centurycapitalllc.com,,Salesforce
9617659,,Emir Yilmaz,,,emiryilmaz@outlook.com,,List import
9613635,,Jeff F,,,g@gmail.com,,List import
11182142,Inactive Investor,Sonya Hamilton,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,sonya.r.hamilton.l00v@statefarm.com,,Salesforce
9608576,,Li -,,,li30022@gmail.com,,List import
166453,,Jeffry Younes,,[Unknown],jeffrey.younes@gmail.com,,
9564796,,Cameron Johnson,,,cjohnson@ofgltd.com,,List import
334103,,Frederick Harnsberger,"CEO, CCO",Marathon Investment Programs,fritz@marathonip.com,805-969-9646,Manual List Upload
11048667,Inactive Investor,Stephen Curran,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Curran Financial Partners, LLC",,,Salesforce
11057450,Inactive Investor,Edythe Findlay,,"Principal Securities, Inc. La Salle IL 613 1st St",findlay.edy@principal.com,,Salesforce
11021415,Inactive Investor,Peter Tijerina,,PFS Investments Inc. San Antonio TX 14855 Blanco Rd,,,Salesforce
11209605,Inactive Investor,Cale Leeper,Financial Advisor,Edward Jones Alva OK 505 Barnes Ave,cale.leeper@edwardjones.com,,Salesforce
10889658,Inactive Investor,Ivy Sampson,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11205459,Inactive Investor,Gary Underbrink,Financial Services Representative,"MML Investors Services, LLC Corpus Christi TX 4444 Corona Dr",,,Salesforce
10589144,,Daryl Jones,,Hedgeye Risk Management,djones@hedgeye.com,,List Import
11170226,Inactive Investor,Vincent Capone,Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,,,Salesforce
9613496,,Eoghan Bahnson,,,ebahnson@castleark.com,,List import
11134983,Inactive Investor,Eric Chappell,,NYLIFE Securities LLC Montgomery AL 4121 Carmichael Rd,echappell@ft.newyorklife.com,,Salesforce
6754941,,Horton Barry,,,daviyod464@aosod.com,,Web form fillout
10769048,Inactive Investor,Janko Trenkoski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",janko.trenkoski@ml.com,,Salesforce
10896627,Inactive Investor,Dennis Antonopoulos,Financial Advisor,Edward Jones Auburn MA 5 Albert St,dennis.antonopoulos@edwardjones.com,,Salesforce
10777195,Inactive Investor,Douglas Coombs,Vice President - Investments,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",douglas.coombs@raymondjames.com,,Salesforce
11129434,Inactive Investor,Aaron Waites,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",aaron.t.waites@wellsfargo.com,,Salesforce
211254,,ignacio Elorza,Analyst,Holistic Advisors,ignacio.elorza@holisticadvisors.net,,Organic Search
11100042,Inactive Investor,Susan Reeck-Mathe,,Thrivent Investment Management Inc. Holmen WI 505 Empire St,susan.reeck-mathe@thrivent.com,,Salesforce
10793785,Inactive Investor,James Whisman,,Cetera Advisor Networks LLC Wilmington DE Private Residence,jwhisman@ceteranetworks.com,,Salesforce
9547949,,Christopher Krause,,,christopher.krause@fmr.com,,List import
9633721,,Kaleem Belle,,,mickelsonfoundation@mail.com,,List import
10855989,Inactive Investor,Hyacinthia Roberts,,"Avantax Investment Services, Inc. Staten Island NY Private Residence",,,Salesforce
9612685,,Joshua Luff,,,jluff@wintrust.com,,List import
9575589,,l k,,,lk158168188@gmail.com,,List import
10510848,,Rob Ivanoff,writer,ETF Business Review,rob.ivanoff@financialproductsresearch.com,,List Import
9626866,,Ryan Bargas,,,bargasryan777@gmail.com,,List import
11022638,Inactive Investor,Xixi Geng,,J.P. Morgan Securities LLC Plano TX 5900 Preston Rd,xixi.geng@jpmorgan.com,,Salesforce
11000686,Inactive Investor,Bridger Little,,Cetera Advisor Networks LLC Duncan OK 728 W Main St,,,Salesforce
11074522,Inactive Investor,Danielle Brosted,,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",danielle.brosted@nm.com,,Salesforce
11003176,Inactive Investor,Nicholas Stiefel,,"Osaic Wealth, Inc. Midlothian VA 1507 Huguenot Rd",nstiefel@osaicwealth.com,,Salesforce
190046,,Andrew McQueary,,[Unknown],amcqueary17@gmail.com,,Paid Social
9606768,,Can Sun,,,csun@fenwick.com,,List import
11218603,,Howard Verfaillie,,,howard.verfaillie@lpl.com,,Other
242370,,David Ziman,Digital Banking Analyst,[Unknown],david.ziman@morganstanley.com,,Database Upload
10619688,,Mary Kraszewski,,,beth.kraszewski@raymondjames.com,,List Import
10985194,Inactive Investor,Kevin Parrish,Private Client Banker,J.P. Morgan Securities LLC Raleigh NC 6201 Capital Blvd,,,Salesforce
10979935,Inactive Investor,Steven Mense,,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,steven_mense@glic.com,,Salesforce
249342,,Heather Muckle,"VP, Marketing",iCapital,hmuckle@icapitalnetwork.com,,
120703,,Charles Hahn,Financial Planner,Lincoln Financial Advisors Corporation,chuck.hahn@lfg.com,800-237-3813,
11068560,Inactive Investor,Christopher Sandoval,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",topher.sandoval@nm.com,,Salesforce
11088548,Inactive Investor,Mark Johnston,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",mark.johnston@rbc.com,,Salesforce
10771483,Inactive Investor,Thomas O'Neill,Associate Vice President;Financial Advisor,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,,,Salesforce
11107654,Inactive Investor,Marcus Mattern,Financial Advisor,Mattern Wealth Management LLC,marcus.mattern@matternwealth.com,,Salesforce
10605040,,Mischa Deeter,,,colin@deeterinv.com,,Web Form Fillout
10832819,Inactive Investor,Philip Miller,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",philip.m.miller@ml.com,,Salesforce
128480,,Kent Tedrick,,Integrated Wealth Concepts Llc,kent.tedrick@lpl.com,,
9645138,,Paresh Upadhyaya,,,parish.upadhyaya@amundipioneer.com,,List import
342739,,Louise Fitzgerald-lombard,Director,Bnp Paribas Asset Management Uk Limited,louise.fitzgerald-lombard@bnpparibas.com,442-070-637265,Manual List Upload
9643143,,Byron Rubin,,,byronrubin@gmail.com,,List import
11211117,Inactive Investor,Samuel Price,Financial Advisor,"Wells Fargo Clearing Services, LLC Oklahoma City OK 211 N Robinson Ave",sam.price@wellsfargoadvisors.com,,Salesforce
9577726,,Verly Giny,,,ginyverly@gmail.com,,List import
10832159,Inactive Investor,Chris Wille,Financial Advisor,"Ameriprise Financial Services, LLC Kirkland WA 4055 Lake Washington Blvd NE",chris.j.wille@ampf.com,,Salesforce
9588691,,Kevin Miller,,,kevin@thorofarecapital.com,,List import
11075922,Inactive Investor,Nancy Foster,Chief Operating Officer;Partner;President,"Guyasuta Investment Advisors, Incorporated",nbf@guyasuta.com,,Salesforce
11094691,Inactive Investor,Steven Trimble,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,steven.trimble@ubs.com,,Salesforce
9643826,,Jonathan Hunt,,,huntscourtyard@yahoo.com,,List import
11142687,Inactive Investor,Mario Lopez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",mario2.lopez@ml.com,,Salesforce
10812333,Inactive Investor,Preston Sargent,Executive Vice President,"Bailard, Inc.",psargent@bailard.com,,Salesforce
11178478,Inactive Investor,James Haskins,,Commonwealth Financial Network Syracuse NY 6564 Ridings Rd,jhaskins@commonwealth.com,,Salesforce
9547178,,Andrea Bott,,,a.bott@fi.com,,List import
10782085,Inactive Investor,Leonard Izsak,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,leonard.izsak@fidelity.com,,Salesforce
10977073,Inactive Investor,Barbara Whatley,,"Avantax Investment Services, Inc. Camarillo CA Private Residence",,,Salesforce
11145612,Inactive Investor,Robin Baiel-Davis,,"Horace Mann Investors, Inc. Rensselaer IN 1261 N McKinley Ave",robin.baiel@horacemann.com,,Salesforce
10788475,Inactive Investor,Cody Richards,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cody.richards@fidelity.com,,Salesforce
10934260,Inactive Investor,Kelly Senkyr,Private Wealth Manager,Creative Planning Urbandale IA 12100 Meredith Dr,kelly.senkyr@creativeplanning.com,,Salesforce
10614449,,Paul Dorr,"Financial Advisor, Vice President",,paul.dorr@bernstein.com,,List Import
9569891,,William Morris,,,william.d.morris@fmr.com,,List import
10911412,Inactive Investor,Alyssa Klein,Senior Client Service Associate,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",alyssa.klein@raymondjames.com,,Salesforce
10976939,Inactive Investor,Ashton Rudd-Washington,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,ashton.rudd-washington@fmr.com,,Salesforce
11260896,Inactive Investor,Ivy Turner,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,iturner@primerica.com,,Salesforce
10760582,Inactive Investor,Jason Tinsley,Market Manager;Vice Chairman,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,jason.e.tinsley@jpmorgan.com,,Salesforce
10647771,,Charles Curtis,,,dcurtis@wapg.com,,List Import
11159329,Inactive Investor,Debra Stover,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,debra.mcmillian@fidelity.com,,Salesforce
11017055,Inactive Investor,Colton Walter,Financial Consultant,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",colton.walter@equitable.com,,Salesforce
9617484,,Ryan Roberts,,,rroberts@pritzkergroup.com,,List import
11194342,Inactive Investor,Dean Meniktas,Senior Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,dean.meniktas@ubs.com,,Salesforce
9629813,,Shane Erickson,,,shane.erickson@gmail.com,,List import
11131382,Inactive Investor,Joan Coleman,Financial Advisor,"Wells Fargo Clearing Services, LLC Mystic CT 86 Denison Ave",joan.coleman@wellsfargoadvisors.com,,Salesforce
11019366,Inactive Investor,Alistair Huong,Chief Compliance Officer;Financial Planner;Owner,"AdventEdge Financial, LLC",,,Salesforce
11027131,Inactive Investor,Daniel Baker,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",daniel.j.baker@nm.com,,Salesforce
10993876,Inactive Investor,Pedro Silva,,LPL Financial LLC El Paso TX 201 E Main Dr,pedro.r.silva@lpl.com,,Salesforce
11053842,Inactive Investor,Dalia Hayon,,"Calton & Associates, Inc. Post Falls ID Private Residence",dhayon@calton.com,,Salesforce
10920381,Inactive Investor,Roy Heiken,Financial Advisor,Edward Jones Youngsville LA 201 Prescott Blvd,roy.heiken@edwardjones.com,,Salesforce
10758093,Inactive Investor,Matthew McKee,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley New York NY 101 Park Ave,matthew.mckee@morganstanley.com,,Salesforce
8480952,,Daniel Gao,,Lincoln Financial,daniel.gao@lfg.com,,List Import
9571206,,Kin Bavkf,,,bigno@gmail.com,,List import
9552322,,Robb LeMasters,,,rlemasters@bhgrp.com,,List import
224071,,David Corona,,[Unknown],davidmcorona@icloud.com,,Webinar
9609115,,Steve Carl,,,scarl@highprobabilityadvisors.com,,List import
10945498,Inactive Investor,Brenda Rava,,"Sanford C. Bernstein & Co., LLC Boston MA 53 State St",,,Salesforce
10890668,Inactive Investor,Juan Aldama,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salinas CA 800 Northridge Shopping Ctr",juan.aldama@ml.com,,Salesforce
11027661,Inactive Investor,Ralph Tumolo,,Lincoln Investment Fort Lauderdale FL 6000 N University Dr,rtumolo@lincolninvestment.com,,Salesforce
11079502,Inactive Investor,James Hickam,,State Farm VP Management Corp. Joplin MO 2606 E 32nd St,,,Salesforce
10606565,,Michael Giacone,"Managing Director - Wealth Management, Private Wealth Advisor, Senior Portfolio Manager",UBS Financial Services Inc.,michael.a.giacone@ubs.com,212-626-8945,List Import
11121573,Inactive Investor,Jared Doty,,NYLIFE Securities LLC Springfield MO 2960 E Battlefield St,jdoty@ft.newyorklife.com,,Salesforce
10831089,Inactive Investor,Chad Lojewski,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Wilkes Barre PA 670 N River St",lojewskic@stifel.com,,Salesforce
10613761,,Gilbert Scarborough,Financial Advisor,,brett.scarborough@wellsfargoadvisors.com,,List Import
11212614,Inactive Investor,Scott Woodley,,NYLIFE Securities LLC Fond Du Lac WI 845 S Main St,swoodley@ft.newyorklife.com,,Salesforce
10614495,,Gregg Reutter,Financial Advisor,,gregg27@optonline.net,,List Import
9632283,,William Millis,,,wmillis92@yahoo.com,,List import
10893637,Inactive Investor,Brandon Leon,,"PHX Financial, Inc.",bleon@phoenixinc.com,,Salesforce
10824266,Inactive Investor,Joanne Astle,Partner,Commonwealth Financial Network Portland OR 2175 NW Raleigh St,joanneastle@cfnmail.com,,Salesforce
10946683,Inactive Investor,Bret Travis,Chief Compliance Officer,Melia Wealth LLC,bret@meliagroup.com,,Salesforce
232385,, -,,[[Unknown]],geezer_1968@yahoo.com,,Organic Search
9546770,,Suhas Narayanaswamy,,,sforsuhas@gmail.com,,List import
11038312,Inactive Investor,David Garcia,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9547252,,Fedor Dubskikh,,,dubskikh.f@yandex.ru,,List import
9626480,,alban alcani,,,albanalcani8@gmail.com,,List import
10616550,,James Hunt,,,james.hunt@primerica.com,,List Import
11188972,Inactive Investor,Thomas Balistreri,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",thomas.balistreri@equitable.com,,Salesforce
11041777,Inactive Investor,John Uhrich,,"Wells Fargo Clearing Services, LLC Lebanon PA 919 Russell Dr",randy.uhrich@wellsfargoadvisors.com,,Salesforce
11100371,Inactive Investor,Brandon Harris,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",brandon.j.harris@nm.com,,Salesforce
11051510,Inactive Investor,Melissa Crockett,Chief Compliance Officer;Managing Member;President,IS Capital Management,,,Salesforce
222605,,Davis Townsend,,[Unknown],davis.townsend@usm.edu,,
10988950,Inactive Investor,Vanessa Navarro,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,vanessa.navarro@fmr.com,,Salesforce
10761070,Inactive Investor,Regina Clark,Senior Investment Officer,"City National Securities, Inc.",regina.clark@cnb.com,,Salesforce
345065,,Timothy Gisriel,Managing Director,"Alex. Brown Realty, Llc",tim.gisriel@abrealty.com,410-727-4083,Manual List Upload
11072259,Inactive Investor,Trent Brady,Financial Advisor,LPL Financial LLC Houma LA 255 Corporate Dr,t.brady@lpl.com,,Salesforce
11072017,Inactive Investor,Hee Ryoo,Managing Director,Neuberger Berman BD LLC,hee.ryoo@nb.com,,Salesforce
215386,,steven basler,,SBF LLC,steven.f.basler@gmail.com,,
11162876,Inactive Investor,Fnu Awa Mofor Achu Waji,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9618435,,Yedi Wong,,,yedi@l1star.com,,List import
10657150,,Kimberly Blackburn,,,kblackburn@calamos.com,,List Import
11054633,Inactive Investor,Dominick Scarfogliero,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,dominick.scarfogliero@ceterais.com,,Salesforce
10797947,Inactive Investor,Eric Bassler,Financial Advisor,Edward Jones Washington IN 421 E Main St,eric.bassler@edwardjones.com,,Salesforce
10838440,Inactive Investor,Michael Sawyer,Senior Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11109843,Inactive Investor,Dewayne Gerber,Financial Professional,LPL Financial LLC Lake Jackson TX 115 N Dixie Dr,dewayne.gerber@lpl.com,,Salesforce
10950420,Inactive Investor,Ana Becker,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9550103,,Richard Liess,,,rliess@sigmarep.com,,List import
11168724,Inactive Investor,Greg Gower,,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",greg.gower@voyafa.com,,Salesforce
11218341,,Pietro Berghella,,,pietro.berghella@jpmorgan.com,,List Import
10611108,,Timothy Nuland,"Senior Vice President, Wealth Management Advisor",,timothy_nuland@ml.com,,List Import
10661421,,Timothy Hammond,,,tim@hammondinvestment.com,,List Import
10892624,Inactive Investor,Nicolette Xanthoudakis,,"Raymond James & Associates, Inc. Garden City NY 401 Franklin Ave",nikki.dakis@raymondjames.com,,Salesforce
9624381,,Peter Varty,,,peter.varty@jameswalker.biz,,List import
10864412,Inactive Investor,Daniel Reisert,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10916018,Inactive Investor,James Deminno,,"Avantax Investment Services, Inc. New City NY 337 N Main St",,,Salesforce
11149698,Inactive Investor,Robert Salisbury,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11112691,Inactive Investor,Romania Lee,,"Empower Financial Services, Inc Spokane WA Private Residence",romania.lee@empower.com,,Salesforce
11016103,Inactive Investor,Ashley Gibson,Financial Advisor,PlanMember Securities Corporation Visalia CA 3924 W Caldwell Ave,,,Salesforce
10937387,Inactive Investor,Vernon Richard,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",richard.vernon@principal.com,,Salesforce
10822707,Inactive Investor,Alan Cannon,,PFS Investments Inc. Alabaster AL 85 Spectrum Cv,alan.cannon@primerica.com,,Salesforce
10825840,Inactive Investor,Ian Flanagan,,"Sanctuary Securities, Inc. Carmel IN 211 W Main St",iflanagan@sanctuarywealth.com,,Salesforce
11205878,Inactive Investor,Richard Crowe,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11007294,Inactive Investor,Callahan Woolett,Financial Professional,LPL Financial LLC Wenatchee WA 8 Orondo Ave,c.woolett@lpl.com,,Salesforce
11229723,Inactive Investor,Sean Folan,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",sean.folan@nm.com,,Salesforce
11216869,,Joseph Edge,,,joseph.edge@hilltopsecurities.com,,List Import
11112537,Inactive Investor,Huikyeong Secco,Financial Advisor,LPL Financial LLC Hoboken NJ Private Residence,hazel.secco@lpl.com,,Salesforce
9583160,,Kevin Stottlemyre,,,kevin.stottlemyre@securitiesamerica.com,,List import
10911900,Inactive Investor,Amanda Caffee,Client Service Specialist,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",amanda.caffee@ampf.com,,Salesforce
10795362,Inactive Investor,Daniel Peters,Senior Vice President,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,dpeters@rwbaird.com,,Salesforce
9600990,,Dennis Leonida,,,dennis.leonida@raymondjames.com,,List import
11217228,,Josh Brown,,,josh.brown@schwab.com,,Other
10647172,,Tara Hefty,,,tarahume@peakam.com,,List Import
10777131,Inactive Investor,Thomas Bisceglia,First Vice President;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Jose CA 355 Santana Row,thomas.bisceglia@ubs.com,,Salesforce
10765456,Inactive Investor,Victor Imreibe,Financial Advisor,Edward Jones Park Ridge IL 350 S Northwest Hwy,victor.imreibe@edwardjones.com,,Salesforce
9610833,,Mark Decker,,,mdecker@iret.com,,List import
10616305,,Paul Markiewicz,,,paul.markiewicz@lpl.com,,List Import
10662371,,John Kostaken,,,jay@truvestments.com,,List Import
11147313,Inactive Investor,Theodore Youngling,,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",ted.youngling@wellsfargoadvisors.com,,Salesforce
11107032,Inactive Investor,Jason Ozur,Chief Executive Officer;Senior Managing Director,Lido,jozur@lidoadvisors.com,,Salesforce
11223009,,Joshua Rundle,,,joshua.rundle@transamerica.com,,List Import
11096910,Inactive Investor,Lance Hubbell,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",lance.hubbell@ml.com,,Salesforce
9466622,,Martin Weiss,,Martin Weiss,marty.weiss@gmail.com,,List Import
11203738,Inactive Investor,Jose Baez,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11020336,Inactive Investor,Jacqueline Navarro,,J.P. Morgan Securities LLC Indianapolis IN 4710 E 10th St,jacqueline.m.navarro@chase.com,,Salesforce
233583,, -,,[[Unknown]],583438045@qq.com,,
10774196,Inactive Investor,Tracy Dobbs,Member,"Moon Capital Management, LLC",tracy@mooncap.com,,Salesforce
10829062,Inactive Investor,Donald Weber,Financial Advisor,Edward Jones Saint Louis MO 10777 Sunset Office Dr,don.weber@edwardjones.com,,Salesforce
349674,,Greg Varner,Chief Financial Officer & Treasurer,Boston Partners,greg.varner@robecoinvest.com,617-832-8200,Manual List Upload
9629373,,GILBERTO AKIRA ABE,,,gilberto.abe@gmail.com,,List import
10882385,Inactive Investor,Stephen Hamilton,,J.P. Morgan Securities LLC Nashville TN 2400 Lebanon Pike,,,Salesforce
11151305,Inactive Investor,Lori Curley,Registered Client Service Associate,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",lori.curley@ampf.com,,Salesforce
10776919,Inactive Investor,Jeffrey Wasson,Financial Advisor;Vice President,"Northern Trust Securities, Inc. Scottsdale AZ 14624 N Scottsdale Rd",jeffrey.wasson@northerntrust.com,,Salesforce
10961588,Inactive Investor,Tyler Wixom,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10881092,Inactive Investor,Nels Lippert,,J.P. Morgan Securities LLC New York NY 277 Park Ave,nels.t.lippert@jpmorgan.com,,Salesforce
10979007,Inactive Investor,Jared Hubbard,,Digital Brokerage Services LLC,,,Salesforce
9644518,,Brian Cornelius,,,bcornel344@hotmail.com,,List import
9622698,,Nilay Bhimani,,,nvb089@gmail.com,,List import
11113645,Inactive Investor,Curtis Joiner,,PFS Investments Inc. Redlands CA 721 Nevada St,curtis.joiner@primerica.com,,Salesforce
11083607,Inactive Investor,Maria Holmes,Managing Director;Regional Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,maria.holmes@jpmorgan.com,,Salesforce
9557111,,Carmila Rasleysia,,,662allanahtantowy662allan@tinktank.biz,,List import
11236931,Inactive Investor,Alexander Rahm,Investment Analyst,"Sepio Capital, LP",,,Salesforce
10991736,Inactive Investor,Jenna Lawrence,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",,,Salesforce
11159108,Inactive Investor,William Ellenberg,,"Raymond James & Associates, Inc. Greenwood SC 1319 Montague Avenue Ext",gray.ellenberg@raymondjames.com,,Salesforce
10894072,Inactive Investor,Erica Baczkowski,,Vanguard Marketing Corporation,erica_jobes@vanguard.com,,Salesforce
10644464,,Andrew Bauer,,,abauer@lincolninternational.com,,List Import
11041506,Inactive Investor,Keith Williams,Executive Director,J.P. Morgan Securities LLC Santa Monica CA 625 Montana Ave,keith.williams@jpmorgan.com,,Salesforce
10826741,Inactive Investor,Holli Terry,Financial Advisor - Consulting Group;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",holli.terry@rbc.com,,Salesforce
5156646,,Roman Porkat,,,jasno1965@yahoo.com,,Web Form Fillout
11036012,Inactive Investor,Erica Guzman,,J.P. Morgan Securities LLC Goshen IN 401 S Main St,erica.n.guzman@chase.com,,Salesforce
227990,, -,,[[Unknown]],paulyfa@hotmail.com,,Organic Search
9577812,,Hendrik Pratama,,,hp210794@gmail.com,,List import
10861062,Inactive Investor,Andrew Malone,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10813233,Inactive Investor,Alfred Caliendo,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,alfred.caliendo@ubs.com,,Salesforce
10868832,Inactive Investor,Nicholas Abbott,Co-Founder;Financial Advisor;Managing Partner,"Mission Financial Group, LLC",,,Salesforce
10983889,Inactive Investor,Kelly Zimmerly,,PFS Investments Inc. Carmel IN 708 Adams St,kelly.zimmerly@primerica.com,,Salesforce
10893571,Inactive Investor,Michael Dudash,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",michael.dudash@truist.com,,Salesforce
11083309,Inactive Investor,Peter Oldrid,,"Osaic Wealth, Inc. Fall River MA 236 New Boston Rd",,,Salesforce
11063199,Inactive Investor,Michael Hines,Chief Compliance Officer;Founder;President,Consolidated Planning Corporation,mhines@cpcadvisors.com,,Salesforce
55418,,Barney Loesch,Financial Consultant,Thrivent Investment Management Inc.,barney.loesch@thrivent.com,979-836-0693,
10596473,,Timothy Gacsy,,,tgacsy@pcsbd.net,,Web Form Fillout
9604786,,Estuardo Ureta,,,estuardo8u14@gmail.com,,List import
10866337,Inactive Investor,Jacob Greco,,"Farmers Financial Solutions, LLC Lees Summit MO 3730 NE Troon Dr",,,Salesforce
10644884,,Aaron Clark,,,aaron.clark@ubs.com,,List Import
9637612,,Steve Halvorsen,,,shalvorsen@monticelloassociates.com,,List import
10952835,Inactive Investor,Ching Eiler,Private Client Advisor,J.P. Morgan Securities LLC Dallas TX 5646 E Mockingbird Ln,ching.eiler@jpmorgan.com,,Salesforce
9556733,,Gary Murray,,,1beyondbasic@gmail.com,,List import
11062217,Inactive Investor,Katelyn May,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9589538,,James Hernandez,,,jhernandez@browningwest.com,,List import
10978330,Inactive Investor,Kaitlyn Powell,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11236631,Inactive Investor,Daniel Snyder,Financial Advisor,"Freedom Investment Management, Inc. Hopkinton MA Private Residence",daniel.snyder@freedomadvisors.com,,Salesforce
11056930,Inactive Investor,Kenneth Kirk,,"Lion Street Financial, LLC Marietta GA 111 N Marietta Pkwy NE",kkirk@lionstreet.com,,Salesforce
9552115,,Todd Grovenstein,,,tgrovenstein@fscadvisor.com,,List import
10861216,Inactive Investor,Margaret Gess,Chief Compliance Officer,E. S. Barr & Company,margaret.gess@esbarr.com,,Salesforce
11159419,Inactive Investor,Walter Nagle,,"Ausdal Financial Partners, Inc. Orland Park IL 10727 Winterset Dr",walternagle@afpadvisor.com,,Salesforce
11071208,Inactive Investor,Kristopher Samiec,Financial Advisor;Senior Vice President,PNC Investments Chicago IL 1 N Franklin St,kristopher.samiec@pnc.com,,Salesforce
11182826,Inactive Investor,Christopher Cameron,Senior Vice President - Wealth Management,UBS Financial Services Inc. Knoxville TN 800 S Gay St,chris.cameron@ubs.com,,Salesforce
11134367,Inactive Investor,Seth Tompkins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9642253,,Debbie Wenninger,,,wenn27@aol.com,,List import
11127730,Inactive Investor,Kristin Shellman,,LPL Financial LLC Shawnee KS 7225 Renner Rd,kristin.shellman@lpl.com,,Salesforce
10820303,Inactive Investor,Michael Collett,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville Beach FL 860 Marsh Landing Pkwy",michael.collett@ml.com,,Salesforce
10990937,Inactive Investor,Paola Aponte,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,paponte@primerica.com,,Salesforce
11075298,Inactive Investor,Bryan Durso,Financial Advisor,"Ameriprise Financial Services, LLC Southampton NY 1673 County Road 39",bryan.j.durso@ampf.com,,Salesforce
9640117,,Alaa Al-Qaddoumi,,,aqaddoumi@burgan.com,,List import
211013,,Mark Coe,Managing Member,"Intrinsic Edge Partners, L.P.",mcoe@intrinsicedge.com,1-312-734-1094,Database Upload
11143722,Inactive Investor,Raman Ahluwalia,,"Farmers Financial Solutions, LLC Dallas TX 1750 Valley View Ln",rahluwalia@farmersagent.com,,Salesforce
11056535,Inactive Investor,Jason Burriss,Corporate Retirement Director;Financial Advisor;Financial Wellness Director,Morgan Stanley Chicago IL 233 S Wacker Dr,jason.burriss@morganstanley.com,,Salesforce
10961747,Inactive Investor,Jason Bishop,,State Farm VP Management Corp.,jason.bishop.d50f@statefarm.com,,Salesforce
11171986,Inactive Investor,Kelly Meeker,,NYLIFE Securities LLC Sioux Falls SD 5101 S Nevada Ave,kmeeker@ft.newyorklife.com,,Salesforce
10362936,,Ralph Atkinson,,,kingralphie1@yahoo.com,,Web Form Fillout
10953613,Inactive Investor,Joaquin Gouch,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",joaquin.gouch@ml.com,,Salesforce
10982235,Inactive Investor,James Schaible,Private Client Banker,Key Investment Services LLC Rensselaer NY 281 Troy Rd,,,Salesforce
11004147,Inactive Investor,Titilope Jinadu,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
10762105,Inactive Investor,Casey Galdieri,Executive Director;Financial Planning Specialist;Senior Portfolio Management Director,Morgan Stanley San Jose CA 225 W Santa Clara St,casey.galdieri@morganstanley.com,,Salesforce
207607,,javier felippe,,[Unknown],javierfelippe@gmail.com,,source
11260726,Inactive Investor,Kevin Wood,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",kevin.wood@wfadvisors.com,,Salesforce
10810544,Inactive Investor,Gary London,,"Cutter & Company, Inc.",,,Salesforce
11230193,Inactive Investor,Jason Packer,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,jpacker@ft.newyorklife.com,,Salesforce
9631073,,Frederick Coles,,,fcoles@coleslegal.com,,List import
11182221,Inactive Investor,James Campbell,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",james.campbell@tiaa.org,,Salesforce
9605351,,Jonathan Heckscher,,,heckscher@penntrust.com,,List import
11024006,Inactive Investor,Raul Lopez Morales,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
240916,,Carlos Garcia,Senior Vice President,[Unknown],cgarcia@ftadvisors.com,,Event
10616723,,Justin Rizzo,,,justin.rizzo@lpl.com,,List Import
112239,,David Harland,,Personal,dave.harland@gmail.com,7956828054,
9591586,,Thomas Maloney,"Chairman, Chief Executive Officer","Lincolnshire Management, Inc.",tmaloney@lincolnshiremgmt.com,,List import
10617984,,Louis Portnoy,,,louis.portnoy@wellsfargoadvisors.com,,List Import
10489248,,Travis Campbell,Vice President,Fisher Investments,t.campbell@fi.com,615-674-6646,List Import
11144752,Inactive Investor,Lincoln Mcrae,Investment Advisor Representative,"Royal Fund Management, LLC",lmcrae@royalfundmanagement.com,,Salesforce
10798329,Inactive Investor,Ehren Feldmeyer,Financial Advisor,LPL Financial LLC Lawrence KS 832 Pennsylvania St,ehren.feldmeyer@lpl.com,,Salesforce
10981013,Inactive Investor,Thomas Houchens,Client Specialist,Robert W. Baird & Co. Incorporated Glasgow KY 102 E Wayne St,thouchens@rwbaird.com,,Salesforce
10791514,Inactive Investor,Raymond Ritter,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",raymond.ritter@ampf.com,,Salesforce
10971546,Inactive Investor,Seth Hamilton,,Cetera Financial Specialists LLC East Amherst NY 6049 Transit Rd,,,Salesforce
10824240,Inactive Investor,Joy Pascoe,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,joy.pascoe@ubs.com,,Salesforce
10967267,Inactive Investor,Ye Fang Wu,,"MML Investors Services, LLC New York NY 2 Mott St",yewu@financialguide.com,,Salesforce
9570458,,Terence Leighton,,,tleighton@xecapital.com,,List import
9606986,,Sami Messai,,,sami.messai@pnc.com,,List import
334473,,Jimmy Cochran,,Jimmy Cochran LLC,jimmy.cochran@ihtwm.com,855-295-2828,Manual List Upload
11140450,Inactive Investor,Robert Marks,Financial Advisor,Commonwealth Financial Network Scottsdale AZ 14500 N Frank Lloyd Wright Blvd,rmarks@commonwealth.com,,Salesforce
10825311,Inactive Investor,Samuel Butler,,LPL Financial LLC Saint Johns MI 301 N Clinton Ave,jason.butler@lpl.com,,Salesforce
11080808,Inactive Investor,Dwight Carson,Financial Advisor,Edward Jones Raleigh NC 7277 NC Hwy 42,dwight.carson@edwardjones.com,,Salesforce
11080598,Inactive Investor,Emily Crum,Financial Advisor,Edward Jones Durham NC 2816 Erwin Rd,emily.crum@edwardjones.com,,Salesforce
11231421,Inactive Investor,Justin Qvistgaard,Senior Wealth Strategy Associate,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,,,Salesforce
10897311,Inactive Investor,Edward Madden,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11208260,Inactive Investor,Brian Welch,,"Allstate Financial Services, LLC",,,Salesforce
11190358,Inactive Investor,Owen Tveten,Financial Consultant,Thrivent Investment Management Inc. Longmont CO 717 5th Ave,bruce.tveten@thrivent.com,,Salesforce
9616471,,Paul Chu,,,chu.paul@gmail.com,,List import
9591086,,Carmen Indiano,,,carmen@indiano.com,,List import
9549444,,Roland Lu,,,rlu@govlane.com,,List import
11093218,Inactive Investor,Nathaniel Foote,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",nathaniel.foote@wellsfargoadvisors.com,,Salesforce
10963506,Inactive Investor,Nicholas Scaturro,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11041914,Inactive Investor,Kevin Storm,Financial Advisor,"Smith, Moore & Co.",kstorm@smithmoore.com,,Salesforce
10913039,Inactive Investor,Alexander Morella,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,alexander.morella@fidelity.com,,Salesforce
11039740,Inactive Investor,Sally Falci,Vice President,Robert W. Baird & Co. Incorporated,sfalci@rwbaird.com,,Salesforce
10866442,Inactive Investor,Anthony Ortale,Chief Compliance Officer;Chief Executive Officer,"Insight Wealth Strategies, LLC",aortale@insight2wealth.com,,Salesforce
10794006,Inactive Investor,Lauren LaSalle,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",,,Salesforce
11004173,Inactive Investor,Bibu Subedi,,Cetera Advisor Networks LLC Albuquerque NM 11000 Spain Rd NE,subedib@ceteranetworks.com,,Salesforce
10981448,Inactive Investor,Yanyi Zhu,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,yzhu02@ft.newyorklife.com,,Salesforce
11169307,Inactive Investor,Karli Johnson,Client Service Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,karli.johnson@ubs.com,,Salesforce
9565733,,Laura Stoppel,,,lstoppel@racap.com,,List import
10859330,Inactive Investor,Michael Lafleche,Financial Advisor,LPL Financial LLC Clifton Park NY 800 Rte 146,michael.lafleche@lpl.com,,Salesforce
10922971,Inactive Investor,Joshua Slocum,Financial Advisor,Advisory Services Network Birmingham AL 800 Shades Creek Pkwy,,,Salesforce
11204294,Inactive Investor,Drake Craig,Chief Operating Officer;Regulatory Contact,GLOBALT Investments LLC,dcraig@globalt.com,,Salesforce
10932154,Inactive Investor,Jessica Elmore,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",jessica.elmore@nm.com,,Salesforce
11023010,Inactive Investor,Dylan Thurman,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",dylan.thurman@firstcitizens.com,,Salesforce
11021703,Inactive Investor,Mark Scribner,,Cetera Advisor Networks LLC Boston MA 100 Summer St,,,Salesforce
9588190,,Jerry Ford,,,jlford@navpw.com,,List import
10807616,Inactive Investor,Paige Decker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",paige.decker@ml.com,,Salesforce
11064612,Inactive Investor,Joe Hazelbaker,,"FBL Marketing Services, LLC Twin Falls ID 1411 Falls Ave E",joe.hazelbaker@fbfs.com,,Salesforce
10833307,Inactive Investor,Alex Kuczka,Escalations Associate,"Wells Fargo Clearing Services, LLC",,,Salesforce
9540710,,Kai -,,,kai@oceaniqcapital.com,,List Import
10924723,Inactive Investor,Brenda Karczag,Financial Advisor,Park Avenue Securities LLC Irvine CA 2875 Michelle,,,Salesforce
11098645,Inactive Investor,Cathy Wrage,Senior Client Service Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,cathy.wrage@ubs.com,,Salesforce
11051930,Inactive Investor,Deanna Waalen,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",deanna.livingston@prudential.com,,Salesforce
11138381,Inactive Investor,Juandalynn Rhodes,Wealth Management Consultant,"First Horizon Advisors, Inc.",jlrhodes@ftbadvisors.com,,Salesforce
9582069,,Fara Kul,,,fkul@tangindustries.com,,List import
11177535,Inactive Investor,Kathleen Muniz,Wealth Advisor,"Trilogy Capital, Inc. West Covina CA 1000 Lakes Dr",kathleen.muniz@trilogyfs.com,,Salesforce
11101797,Inactive Investor,LaSheeta Craigen,,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,lasheeta.geter@primerica.com,,Salesforce
10934815,Inactive Investor,Jeffrey Torbush,,Edward Jones Darien GA Private Residence,,,Salesforce
10822141,Inactive Investor,Corrie Goodwin,Client Service Associate,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,corrie.goodwin@morganstanley.com,,Salesforce
11123804,Inactive Investor,Michael Barela,,J.P. Morgan Securities LLC Sun City West AZ 13501 W Camino del Sol,,,Salesforce
10840718,Inactive Investor,Caitlin Tolan,Paraplanner,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",caitlin.p.tolan@ampf.com,,Salesforce
10884267,Inactive Investor,Benjamin Bolton,Financial Advisor,Edward Jones Fair Oaks CA 8002 California Ave,ben.bolton@edwardjones.com,,Salesforce
10857610,Inactive Investor,Teri Connelly,,"Allstate Financial Services, LLC Cedar Rapids IA 560 Boyson Rd NE",tjeter@allstate.com,,Salesforce
10870778,Inactive Investor,Michael Miller,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_miller@vanguard.com,,Salesforce
10956728,Inactive Investor,Deveney Bridges,,Fidelity Brokerage Services LLC,,,Salesforce
10769953,Inactive Investor,Kermit Housh,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10618654,,Philip Nussbaum,,,pnussbaum@performancetrust.com,,List Import
10919989,Inactive Investor,David Therrien,Financial Advisor,Edward Jones Keene NH 37 Central Sq,david.therrien@edwardjones.com,,Salesforce
10975387,Inactive Investor,Dana Tejeda,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,dana.tejeda@primerica.com,,Salesforce
9541165,,Stephanie Hammell,,,stephanie.hammell@lpl.com,,List import
11158733,Inactive Investor,Tyler Herndon,,"Kestra Investment Services, LLC Wichita KS 1223 N Rock Rd",,,Salesforce
11179772,Inactive Investor,James Colbourne,Wealth Manager,Merit Financial Advisors Roswell GA 1025 Old Roswell Rd,jcolbourne@meritfa.com,,Salesforce
11157835,Inactive Investor,John Hagadorn,Complex Risk Officer,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
10961030,Inactive Investor,Charlie Ridout,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10993850,Inactive Investor,Samuel Bryant,,"Ameriprise Financial Services, LLC Allen TX 700 Central Expy S",samuel.bryant@ampf.com,,Salesforce
248319,,Ali Adeli,Director,UBS,ali@adeli.co,,Manual List Upload
9610135,,Bob White,,,lifestyleshoot@gmail.com,,List import
10832783,Inactive Investor,Christopher McCarthy,Financial Advisor;Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,christopher.m.mccarthy@morganstanley.com,,Salesforce
10900158,Inactive Investor,Gregory Blair,Chief Information Officer,"Choreo, LLC Minneapolis MN 801 Nicollet Mall",greg.blair@choreoadvisors.com,,Salesforce
9544485,,Jose Busquet,,,joshep_michael@hotmail.com,,List import
11023312,Inactive Investor,Diane Olszak,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",diane.olszak@nm.com,,Salesforce
11040881,Inactive Investor,Robert Mooney,First Vice President - Wealth Management,UBS Financial Services Inc. New Haven MO Private Residence,robert.mooney@ubs.com,,Salesforce
346765,,Art Ernst,"Strategist, Adviser","Byrne Asset Management, Llc",arternst@byrneasset.com,609-497-1776,Manual List Upload
11040773,Inactive Investor,Eric Simmons,,PFS Investments Inc. Memphis TN 5190 Park Ave,eric.simmons@primerica.com,,Salesforce
10876490,Inactive Investor,David Pascoe,Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",dave.pascoe@nm.com,,Salesforce
10862136,Inactive Investor,Alfredo Zepeda,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",azepeda@ml.com,,Salesforce
11093194,Inactive Investor,Carla Hellmann,Financial Advisor,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",chellmann@financialguide.com,,Salesforce
10894700,Inactive Investor,Matthew Leggett,,"CapFinancial Securities, LLC.",matthew.leggett@captrustadvisors.com,,Salesforce
10884740,Inactive Investor,William Cortus,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Rancho Cucamonga CA 9696 Baseline Rd",william.cortus@usbank.com,,Salesforce
10759716,Inactive Investor,Ronald Murad,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",ronald.murad@wellsfargoadvisors.com,,Salesforce
10951453,Inactive Investor,James Elliott,Relationship Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",james.elliott2@wellsfargo.com,,Salesforce
11000580,Inactive Investor,Benjamin Mayhew,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,benjamin.mayhew@lpl.com,,Salesforce
10961052,Inactive Investor,Levi Looper,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10615975,,Scott McGovney,,,scotta.mcgovney@lpl.com,,List Import
10920443,Inactive Investor,William Hubbard,Chief Compliance Officer;Investment Manager;Managing Member,Cirrus Capital LLC,will@cirruscapital.us,,Salesforce
10883271,Inactive Investor,Kevin Frost,Senior Regional Leader,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,kevin.frost@primerica.com,,Salesforce
11167998,Inactive Investor,Justin Lucik,,Fidelity Brokerage Services LLC Perrysburg OH 5101 Levis Commons Blvd,justin.lucik@fidelity.com,,Salesforce
9614986,,Josh Tarabusi,,,blockchainassetsparis@gmail.com,,List import
11050647,Inactive Investor,Victoria Berry,,Cetera Investment Services LLC Honolulu HI 333 Queen St,,,Salesforce
11072335,Inactive Investor,Roy Isaiah,,LPL Financial LLC San Diego CA 4707 Executive Dr,roy.isaiah@lpl.com,,Salesforce
9598951,,jeffery haynes,,,jhaynesappraiser@yahoo.com,,List import
241325,,Paul Salvetti,,LVW Advisors,psalvetti@lvwadvisors.com,(585) 267-4912,Database Upload
11230418,Inactive Investor,Adam Conte,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,aconte@ft.newyorklife.com,,Salesforce
11030825,Inactive Investor,Gregory Lowder,,"Raymond James Financial Services, Inc. Jacksonville FL 9995 Gate Pkwy N",greg.lowder@raymondjames.com,,Salesforce
9563184,,sharon ben,,,dolphione6@yahoo.com,,List import
11119177,Inactive Investor,Margaret McGough,Shareholder,"Lotzer & Co., Inc. Bayside WI 9240 N Sleepy Hollow Ln",,,Salesforce
11155841,Inactive Investor,Nicole Dern,,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",nicole.dern@rbc.com,,Salesforce
10998623,Inactive Investor,Thomas Owens,Financial Services Advisor,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",,,Salesforce
11014970,Inactive Investor,Ryan Esajas,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,resajas@primerica.com,,Salesforce
11117347,Inactive Investor,Kendra Sims,Business Analyst,J.P. Morgan Securities LLC Seattle WA 2701 1st Ave,kendra.sims@jpmorgan.com,,Salesforce
9575311,,Neb Okwum,,,okwumabua.n@gmail.com,,List import
9586914,,Monica Powers,,,monica.l.powers@suntrust.com,,List import
11204875,Inactive Investor,Tonya Cornelius,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,tcornelius.hmvl8@primerica.com,,Salesforce
9603824,,MD Arif,,,mda165278@gmail.com,,List import
11042125,Inactive Investor,Jessica Marasco,Financial Advisor,Edward Jones New Orleans LA 606 N Carrollton Ave,jessica.marasco@edwardjones.com,,Salesforce
11238728,Inactive Investor,Andrew Rubinstein,,Oberland Capital Management LLC,arubinstein@oberlandcapital.com,,Salesforce
11088193,Inactive Investor,Robbin Kerth,,LPL Financial LLC Ottawa KS 401 S Main St,robbin.kerth@lpl.com,,Salesforce
11172187,Inactive Investor,Andre Frazier,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,andre.frazier@primerica.com,,Salesforce
11035250,Inactive Investor,Richard Scafa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",richard.scafa@ml.com,,Salesforce
9562306,,Jason Edelson,,,jedelson@verdence.com,,List import
11155441,Inactive Investor,Sarah Brasington,Financial Advisor;Financial Planning Specialist,Morgan Stanley McLean VA 1650 Tysons Blvd,sarah.brasington@morganstanley.com,,Salesforce
10770995,Inactive Investor,Fabio De Andrade,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",fabio_deandrade@ml.com,,Salesforce
11077980,Inactive Investor,Ama Asamoah,,Citigroup Global Markets Inc.,,,Salesforce
10939587,Inactive Investor,David Schwarte,,"FBL Marketing Services, LLC Harlan IA 908 6th St",dschwarte@fbfs.com,,Salesforce
9543502,,Shahab Jaffrey,,,shahab.jaffrey@gmail.com,,List import
10860833,Inactive Investor,Michael Buntzen,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",michael.buntzen@wellsfargoadvisors.com,,Salesforce
10929603,Inactive Investor,Michael James,,"Cambridge Investment Research, Inc. Suwanee GA 2940 Horizon Park Dr",,,Salesforce
11230815,Inactive Investor,Benjamin Stidham,Sales Assistant,LPL Financial LLC Tempe AZ Private Residence,ben.stidham@lpl.com,,Salesforce
11218462,,Ava Hook,,,ava.hook@jpmorgan.com,,List Import
11114659,Inactive Investor,Mark Smigelski,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11260698,Inactive Investor,Heather Wheeless,,"Woodmen Financial Services, Inc.",hcwheeless@woodmen.org,,Salesforce
9567118,,Tylor Collins,,,collins.tylor@icloud.com,,List import
10782139,Inactive Investor,Frederick Schultz,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Washington DC 875 15th St NW,rick.schultz@jpmorgan.com,,Salesforce
11156079,Inactive Investor,Ema Asmat,,J.P. Morgan Securities LLC Lodi NJ 370 Essex St,ema.m.asmat@chase.com,,Salesforce
338230,,Keith Downey,Member,Stronghold Wealth Management L.l.c.,kdowney@strwealth.com,813-775-7099,Manual List Upload
10957116,Inactive Investor,Jennifer Sturak,Chief Compliance Officer;Founder,"RosePoint Investments, LLC",,,Salesforce
374317,,Peter Thorbahn,,mc,pthorbahn@moorscabot.com,(781) 635-3184,Website
10661845,,Peter Amling,,,peter@amlinginvestments.com,,List Import
10802530,Inactive Investor,Robert Moore,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",robert.t.moore@ml.com,,Salesforce
336374,,Ronald Schiel,"Member, Wealth Manager",Northwest Financial Choices,rschiel@nwfincialchoices.com,425-990-1541,Manual List Upload
10756708,Inactive Investor,Michael Quinn,Financial Advisor,Edward Jones Haverhill MA 25 Railroad Sq,michael.quinn@edwardjones.com,,Salesforce
11115172,Inactive Investor,Stephen Sullaway,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Reno NV 595 Humboldt St",stephen.sullaway@wellsfargoadvisors.com,,Salesforce
9580395,,Matthew Helfrich,,,mhelfrich@waldronwm.com,,List import
9570182,,Alan Collins,,,alan.collins@fmr.com,,List import
10954917,Inactive Investor,Samuel Lush,Wealth Advisor,LPL Financial LLC Williamsport PA 1510 Dewey Ave,samuel.lush@lpl.com,,Salesforce
10783886,Inactive Investor,Charles Erb,,"Wells Fargo Clearing Services, LLC Draper UT 322 E 12300 S",charles.d.erbjr@wellsfargo.com,,Salesforce
10993005,Inactive Investor,Madison Camet,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,mcamet@ft.newyorklife.com,,Salesforce
10932158,Inactive Investor,Joseph Campagna,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",joseph.campagna2@wellsfargo.com,,Salesforce
10977757,Inactive Investor,Chad Green,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",,,Salesforce
10804470,Inactive Investor,Benjamin Bresnahan,Private Client Banker,J.P. Morgan Securities LLC Fallbrook CA 1091 S Mission Rd,ben.bresnahan@jpmorgan.com,,Salesforce
336990,,Carl Florio,Director And Vice Chairman,"Paradigm Capital Management, Inc.",cflorio@paradigmcapital.com,518-431-3500,Manual List Upload
58774,,Micah Dixon,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",micah.dixon@tfaconnect.com,270-268-3284,
10756924,Inactive Investor,Kenneth Harb,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",kenneth.harb@wellsfargoadvisors.com,,Salesforce
10811824,Inactive Investor,Eunsun Kim,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Los Angeles CA 555 S Flower St",grace.e.kim@rbc.com,,Salesforce
10510111,,Eli Mikel,Principal & Planner,Closewise Capital,eli@clockwisecapital.com,,List Import
10983470,Inactive Investor,Davis Reyna,Senior Investment Specialist,Morgan Stanley Saint Simons Island GA 475 Sea Island Rd,,,Salesforce
11032702,Inactive Investor,Kevin Rooplall,,"Osaic Wealth, Inc. Costa Mesa CA 695 Town Center Dr",krooplall@osaicwealth.com,,Salesforce
11188236,Inactive Investor,Peter Kabanuk,Financial Consultant,Thrivent Investment Management Inc. Wayzata MN 319 Barry Ave S,peter.kabanuk@thrivent.com,,Salesforce
11203813,Inactive Investor,Amotz Segal,,"Burch & Company, Inc",,,Salesforce
11161764,Inactive Investor,Melanie Green,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,melaniegreen@statefarm.com,,Salesforce
11153796,Inactive Investor,Jack Dowling,Registered Client Service Associate,UBS Financial Services Inc. Nashville TN 315 Deaderick St,,,Salesforce
11166045,Inactive Investor,Daniel Rodriguez,,J.P. Morgan Securities LLC Inglewood CA 3520 W Century Blvd,daniel.rodriguez@jpmorgan.com,,Salesforce
11112853,Inactive Investor,David Lazorik,,"Wells Fargo Advisors Financial Network, LLC Yakima WA 1320 N 16th Ave",david.lazorik@wfafinet.com,,Salesforce
9575177,,Mystina Ma,,,mystinama0405@gmail.com,,List import
10784331,Inactive Investor,Brian Lei,Senior Client Associate,"Wells Fargo Clearing Services, LLC Daly City CA 135 Serramonte Ctr",brian.c.lei@wellsfargo.com,,Salesforce
10857903,Inactive Investor,Wayne Cottrell,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
11203631,Inactive Investor,William Gomes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11172511,Inactive Investor,Alexander Lund,Wealth Manager,Cutler Investment Group Anchorage AK 3601 C St,alex@cutler.com,,Salesforce
11048490,Inactive Investor,Dylan Woodruff,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
10855921,Inactive Investor,Michelle Hallenbeck,,LPL Financial LLC Hopkinton MA 85 Main St,michelle.hallenbeck@lpl.com,,Salesforce
10797767,Inactive Investor,Michael Branighan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",michael.branighan@ml.com,,Salesforce
11016875,Inactive Investor,Christian Tague,,"Osaic Wealth, Inc. Tully NY Private Residence",,,Salesforce
8480965,,Seth Reinhardt,,Edward Jones,seth.reinhardt@edwardjones.com,(518) 313-7872,List Import
11203063,Inactive Investor,Michael Assad,Financial Advisor,"Vicus Capital, Inc. Bethlehem PA 3101 Emrick Blvd",,,Salesforce
9628161,,Ashley Koley,,,akoley@foley.com,,List import
217586,,Gregory Lippert,Financial Advisor,"MML Investors Services, LLC",glippert@financialguide.com,309-383-4080,
9593640,,francis plam,,,francisplamondon2000@gmail.com,,List import
11086684,Inactive Investor,Katherine Goldsmith,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
349476,,James Rawson,Financial Professional,"Voya Financial Advisors, Inc.",james.rawson@voyafa.com,,
10784297,Inactive Investor,Kyler Morgan,Financial Advisor,Edward Jones Atlantic IA 508 Poplar St,kyler.morgan@edwardjones.com,,Salesforce
11000758,Inactive Investor,Skyler Erben,Investment Analyst,"FSA Investment Group, LLC Seattle WA 701 5th Ave",serben@fsa-ig.com,,Salesforce
240136,,Nicole Kyle,Client Services Coordinator,"Rfg Advisory, Llc",nicole@williamsfa.com,205-397-2450,Manual List Upload
10852289,Inactive Investor,Ryan Bertenshaw,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",ryan.bertenshaw@ml.com,,Salesforce
10909031,Inactive Investor,John Frymire,Investment Advisor;Registered Supervisory Principal,Alexander Investment Services Co.,jfrymire@aisweb.com,,Salesforce
9599699,,Edward Malakoff,,,esmalakoff@helmcapitalmanagement.com,,List import
11003562,Inactive Investor,James Crosby,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",james.crosby@equitable.com,,Salesforce
10845832,Inactive Investor,Marla Skeffington,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,marla.skeffington@fmr.com,,Salesforce
10830609,Inactive Investor,Deborah Johnson,,"Nations Financial Group, Inc. Cedar Rapids IA 3053 Center Point Rd NE",,,Salesforce
9595034,,Robert Campbell,,,rob7506@gmail.com,,List import
11183093,Inactive Investor,Gretchan Langley,,"Allstate Financial Services, LLC Marianna FL 4618 Hwy 90",gretchanlangley@allstate.com,,Salesforce
10928880,Inactive Investor,Daniel Aceti,,"Lion Street Financial, LLC Charlotte NC Private Residence",daceti@lionstreet.com,,Salesforce
9628758,,Gregory Hazlett,,,gahazlett@gmail.com,,List import
10788630,Inactive Investor,Jason Bell,,"FBL Marketing Services, LLC Cheyenne WY 6248 Yellowstone Rd",jason.bell@fblfinancial.com,,Salesforce
9609920,,Harris Choudhary,,,fazzyfaz07@gmail.com,,List import
11151055,Inactive Investor,Samantha Black,Operations Manager,Guardian Plus Inc,,,Salesforce
11179147,Inactive Investor,Benjamin Case,,Goldman Sachs & Co.,benjamin.case@gs.com,,Salesforce
11139412,Inactive Investor,Xavier Ray,,"Independent Financial Group, LLC Los Angeles CA 5820 Wilshire Blvd",xray@ifgrr.com,,Salesforce
10596407,,nicholas connell,,,nicholas.connell@thrivent.com,,Web Form Fillout
35734,,Timothy Haye,,Eagle Strategies LLC,tjhaye@ft.newyorklife.com,419-410-7668,
117395,,Sharon Patterson,,Eagle Strategies LLC,scpatterson1@ft.newyorklife.com,505-880-2062,
11145147,Inactive Investor,Shelley Morrison-Phelps,,"Sunbelt Securities, Inc. Dallas TX 12740 Hillcrest Rd",,,Salesforce
9576760,,Alexander Yurovitsky,,,ayurovitsky@ft.newyorklife.com,,List import
337115,,Mark Hoffman,Managing Member,"Lanier Asset Management, Llc",mark.hoffman@lanieram.com,502-909-1100,Manual List Upload
11221254,,Jared Haims,,,jhaims@cooperhaims.com,,List Import
10984911,Inactive Investor,Miguel Chavez,,PFS Investments Inc. Laredo TX 6423 McPherson Rd,miguel.chavez@primerica.com,,Salesforce
9557178,,John Del Taco,,,664allanahtomozon@tinktank.biz,,List import
11124768,Inactive Investor,John Vann,,"Rhodes Securities, Inc.",,,Salesforce
11115564,Inactive Investor,Andrew Doro,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",andrew.doro@ml.com,,Salesforce
10874474,Inactive Investor,Derrick Stroud,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,derrick.stroud@primerica.com,,Salesforce
11011626,Inactive Investor,Mitchell Crispin,,"Equitable Advisors, LLC Cleveland TN 4160 Ocoee St N",mitchell.crispin@equitable.com,,Salesforce
10775660,Inactive Investor,Kevin Wolfendale,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",kevin.wolfendale@wellsfargoadvisors.com,,Salesforce
10980889,Inactive Investor,Faisal Parvez,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,faisal.parvez@jpmorgan.com,,Salesforce
10763597,Inactive Investor,James Hergenroeder,,"Wells Fargo Advisors Financial Network, LLC Greensburg PA 161 Old Rte 30",james.hergenroeder@wfafinet.com,,Salesforce
11085444,Inactive Investor,Joshua Lane,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",josh.lane@nm.com,,Salesforce
11185343,Inactive Investor,Joseph Sheehan,Chief Financial Officer;Partner,"Moneta Group Investment Advisors, LLC",csheehan@monetagroup.com,,Salesforce
10980350,Inactive Investor,Heather Ruby,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",heather.ruby@tdameritrade.com,,Salesforce
371139,,Andrew Schuster,,United States,andrew.w.schuster@gmail.com,,Salesforce
9627710,,Rahul Jangid,,,jangidsangam007@gmail.com,,List import
11200031,Inactive Investor,Justin Goodbread,Chief Strategic Officer,WealthSource Knoxville TN 10641 Deerbrook Dr,jgoodbread@wealthsource.com,,Salesforce
11030472,Inactive Investor,Brendan Turelli,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 4835 E Cactus Rd",brendan.turelli@equitable.com,,Salesforce
5401244,,Anna iytitiyki,,,xenehi7795@dmonies.com,,Web Form Fillout
757,,,,,nancy2grace50@gmail.com,,
11002526,Inactive Investor,Michael Moles,,"Forum Financial Management, LP Chicago IL 6508 W Archer Ave",mmoles@forumfin.com,,Salesforce
10864840,Inactive Investor,David Loftus,,Cetera Advisors LLC Newport RI 130 Bellevue Ave,david.loftus@ceteraadvisors.com,,Salesforce
10964626,Inactive Investor,Franklin Rinko,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 10400 Old Georgetown Rd",franklin.rinko@ml.com,,Salesforce
11129342,Inactive Investor,Premal Patel,Chief Compliance Officer;Chief Executive Officer;President,Greenrock Advisory LLC Bellbrook OH Private Residence,prem@greenrockadvisory.com,,Salesforce
10926187,Inactive Investor,Joseph Laciak,Financial Advisor,LPL Financial LLC Valparaiso IN 56 Washington St,joseph.laciak@lpl.com,,Salesforce
9636483,,Anthony Adams,,,anthony@ckacpa.com,,List import
11114760,Inactive Investor,Clark Cawthon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11040530,Inactive Investor,Lee Diamond,,Citigroup Global Markets Inc.,lee.diamond@citi.com,,Salesforce
10645324,,Margaret Ward,,,mward1@farmersagent.com,,List Import
10987378,Inactive Investor,Omar Sierra,,The Huntington Investment Company Chicago IL 222 N La Salle St,omar.sierra@huntington.com,,Salesforce
343079,,Emma Beal,Director,T. Rowe Price International Ltd,emma.beal@troweprice.com,442-076-518200,Manual List Upload
10778952,Inactive Investor,Janet Hayes,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Jericho NY 2 Jericho Plz,janet.hayes@opco.com,,Salesforce
10840130,Inactive Investor,Edward Lord,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,edward.lord-jr@ubs.com,,Salesforce
10941874,Inactive Investor,Andrea Gibson,,PFS Investments Inc. Troy MI 801 W Big Beaver Rd,,,Salesforce
10812513,Inactive Investor,Mark Rankin,,"W&S Brokerage Services, Inc. Independence OH 6100 Oak Tree Blvd",,,Salesforce
10867530,Inactive Investor,Edward Rossi,Lead Advisor,Oak Harvest Investment Services,ed@oakharvestfg.com,,Salesforce
11017805,Inactive Investor,Joe Enzler,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 333 S 7th St",,,Salesforce
9563092,,HELEN IJEWERE,,,heleni@nolands.ng,,List import
11124277,Inactive Investor,Jennifer Saleh,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,jsaleh01@ft.newyorklife.com,,Salesforce
10830719,Inactive Investor,Mark Toia,Retirement Planning Specialist;Senior Partner,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",mark.toia@equitable.com,,Salesforce
3788125,,Madelyn Berg,,,mady121@gmail.com,,Web Form Fillout
10850724,Inactive Investor,Cory Sloan,Client Advisor,Arvest Wealth Management Tulsa OK 6306 E 101st St,csloan@arvest.com,,Salesforce
213924,,JUSUN PARK,,[Unknown],allface@naver.com,,Direct
11097456,Inactive Investor,Justin Green,,"First Citizens Investor Services, Inc. Denver NC 219 Hwy 16 S",justin.green@firstcitizens.com,,Salesforce
10841289,Inactive Investor,Jeremy Leediker,,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",jeremy.leediker@wfadvisors.com,,Salesforce
11132002,Inactive Investor,Tyler Purcell,Head - Operations;Private Wealth Advisor;Regulatory Contact,Kiplinger Wealth Advisors,tyler@kipinvest.com,,Salesforce
241571,,Fabrizio Alleva,,[Unknown],f_alleva@yahoo.it,,Direct
10797848,Inactive Investor,Roger Kachinske,,"Equitable Advisors, LLC Cumming GA 5955 Pkwy North Blvd",roger.kachinske@equitable.com,,Salesforce
11053212,Inactive Investor,Gifford Tompkins,Chief Executive Officer;Owner,The Tides Group,,,Salesforce
10850923,Inactive Investor,Scott Harris,,"Brokers International Financial Services, LLC. Tampa FL 4010 W Boy Scout Blvd",sharris@brokersifs.com,,Salesforce
10874194,Inactive Investor,Judith Wright,,PFS Investments Inc. Newark DE 201 Possum Park Rd,judith.wright@primerica.com,,Salesforce
9544599,,John Haman,,,jhaman@financialguide.com,,List import
220858,,Grant Martin,,United States,grantlmartin@gmail.com,,
11172014,Inactive Investor,Van D Olmstead,Branch Manager;Senior Vice President,"R. F. Lafferty & Co., Inc. Chadds Ford PA 225 Wilmington W Chester Pike",volmstead@rflafferty.com,,Salesforce
11078166,Inactive Investor,Cory Fugett,,J.P. Morgan Securities LLC Fort Wayne IN 2601 Lower Huntington Rd,cory.fugett@chase.com,,Salesforce
237044,, -,,[[Unknown]],huangyong66@hotmail.com,,Paid Social
11116109,Inactive Investor,Jennifer Root,,LPL Financial LLC Traverse City MI 1925 Coral Ln,,,Salesforce
121419,,Don Hall,Financial Professional,"Voya Financial Advisors, Inc.",don.hall@voyafa.com,814-536-4200,
10908849,Inactive Investor,Cory Pickeral,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11181069,Inactive Investor,Curtis Dawkins,,J.P. Morgan Securities LLC Jacksonville FL 112 W Adams St,curtis.dawkins@jpmorgan.com,,Salesforce
9557677,,Robert Hersey,,,rob.hersey@gmail.com,,List import
10911358,Inactive Investor,Eric Blattner,Managing Partner;Wealth Advisor,Divvi Wealth Management,eric@divviwealth.com,,Salesforce
9648004,,James Mhlambe,,,mhlambejames@gmail.com,,List import
10939758,Inactive Investor,Sarina Campbell,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sarina.campbell@tiaa.org,,Salesforce
372775,,Jack A Burr,,United States,jackburrjr@gmail.com,,source
10876064,Inactive Investor,Hunter Bertrand,Senior Wealth Strategy Associate,UBS Financial Services Inc. Lafayette LA 201 Settlers Trace Blvd,hunter.bertrand@ubs.com,,Salesforce
10987063,Inactive Investor,Michael Yannone,,Vanguard Marketing Corporation,michael_yannone@vanguard.com,,Salesforce
11194075,Inactive Investor,Anthony Baker,,J.P. Morgan Securities LLC,,,Salesforce
10991409,Inactive Investor,Chelsea Seibel,,"Manning & Napier Investor Services, Inc.",cseibel@manning-napier.com,,Salesforce
9629786,,Ryan Luck,,,varrus.rl@gmail.com,,List import
10831694,Inactive Investor,William Rath,,Commonwealth Financial Network Stamford CT 200 Elm St,wrath@commonwealth.com,,Salesforce
10657124,,Morgan Pruett,,,morgan.pruett@fmr.com,,List Import
10615218,,Ann Nellissen,"Financial Advisor, Vice President",,ann.nellissen@morganstanley.com,,List Import
10915630,Inactive Investor,Deric Governale,Financial Advisor,LPL Financial LLC Suwanee GA 530 Highland Station Dr,deric.governale@lpl.com,,Salesforce
10964063,Inactive Investor,Edward Amos,,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",ed.amos@nm.com,,Salesforce
10850972,Inactive Investor,Dale Kolar,Financial Advisor,LPL Financial LLC Sheboygan WI 2108 Kohler Memorial Dr,dale.kolar@lpl.com,,Salesforce
10979117,Inactive Investor,David Williams,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,dwilliams.heur3@primerica.com,,Salesforce
10910820,Inactive Investor,Carlos Guerra,Financial Advisor,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,carlos.guerra@opco.com,,Salesforce
11040960,Inactive Investor,Mark Mayeski,Financial Advisor,Edward Jones Rock Island IL 2524 18th Ave,mark.mayeski@edwardjones.com,,Salesforce
10984867,Inactive Investor,Caroline Barbadoro,,Vanguard Marketing Corporation,caroline_barbadoro@vanguard.com,,Salesforce
9587645,,Frank Schubert,Chief Compliance Officer,Ecp Investment Advisors Llc,fschubert@excapadvisors.com,,List import
5016,, -,,[[Unknown]],b2p.lesley@gmail.com,,Initial Salesforce Import
10757348,Inactive Investor,Robert Lenihan,Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,robert.lenihan@ubs.com,,Salesforce
11062458,Inactive Investor,Crystal Leppo,Wealth Management Associate,UBS Financial Services Inc. Hartford CT 1 State St,crystal.sweatt@ubs.com,,Salesforce
10913614,Inactive Investor,Ryan McConnell,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,ryan.mcconnell@fmr.com,,Salesforce
10873467,Inactive Investor,Bruce Milam,Chief Executive Officer;Regulatory Contact,"Miracle Mile Advisors, LLC",bmilam@miraclemileadvisors.com,,Salesforce
11235908,Inactive Investor,Paul Larkin,Wealth Advisor,Dickinson Investment Advisors,paul@dickinsoninvestments.com,,Salesforce
10939627,Inactive Investor,David Bray,Member;Owner,Bray Capital Group LLC,david.bray@brayfinancial.com,,Salesforce
11209772,Inactive Investor,Anibal Cruz,,LPL Financial LLC New Windsor NY 265 Windsor Hwy,,,Salesforce
11090024,Inactive Investor,Travis Lewis,Chief Executive Officer;President;Regulatory Contact,"7 Streets Financial, LLC",travis@7sts.com,,Salesforce
10487545,,Kay Campbell,,Morgan Stanley,kshonjamalcamp@gmail.com,,List Import
10948708,Inactive Investor,Cooper Griggs,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",cooper.griggs@ml.com,,Salesforce
10919235,Inactive Investor,Timothy Yee,,"Independent Financial Group, LLC Alameda CA 1030 Marina Village Pkwy",,,Salesforce
10967575,Inactive Investor,Aasha Jones,,"First Command Brokerage Services, Inc.",,,Salesforce
10883326,Inactive Investor,James Griffin,Financial Advisor,Edward Jones Little Rock AR 620 W 3rd St,james.griffin@edwardjones.com,,Salesforce
11136681,Inactive Investor,Shana Starks,Associate Complex Manager;Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,shana.starks@morganstanley.com,,Salesforce
10919231,Inactive Investor,Jeremy Christensen,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",jeremy.christensen@ampf.com,,Salesforce
338242,,Keith Fahrman,Financial Planner,"Summit Financial, Llc",kfahrman@sfr1.com,973-285-3600,Manual List Upload
10878749,Inactive Investor,Mary Decola,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
11139935,Inactive Investor,Kenneth Jones,,LPL Financial LLC Cleveland TN 4245 Ocoee St N,kenneth.jones@lpl.com,,Salesforce
10978292,Inactive Investor,Riquelmi Rodriguez,Financial Advisor,J.P. Morgan Securities LLC Portland OR 10301 SE Stark St,riquelmi.rodriguez@jpmorgan.com,,Salesforce
10796166,Inactive Investor,Paul Vaida,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,pvaida@janney.com,,Salesforce
11239218,Inactive Investor,MICHAEL MOLITOR,,Donnelly Penman & Partners,mmolitor@donnellypenman.com,,Salesforce
9553896,,David Yermack,,,dy1@stern.nyu.edu,,List import
11129726,Inactive Investor,Vimal Bisaria,Financial Advisor,Edward Jones Morrisville NC 3607 Davis Dr,vimal.bisaria@edwardjones.com,,Salesforce
9639330,,Alex Duty,,,alex@whiteoaksinv.com,,List import
338145,,Michele Morgan,"Vice President, Trust Officer","River Street Advisors, Llc",mmorgan@oldsecond.com,630-906-5501,Manual List Upload
10928970,Inactive Investor,William Saunders,,"Wells Fargo Clearing Services, LLC Iron Mountain MI 220 E Ludington St",bill.saunders@wellsfargoadvisors.com,,Salesforce
10958994,Inactive Investor,Matthew Friedman,,J.P. Morgan Securities LLC New York NY 633 3rd Ave,matthew.friedman@chase.com,,Salesforce
10811220,Inactive Investor,Stephen Aaron,Private Wealth Advisor,"Ameriprise Financial Services, LLC Beaverton OR 9665 SW Allen Blvd",stephen.m.aaron@ampf.com,,Salesforce
10976073,Inactive Investor,Jose Vides,Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",jose.vides@raymondjames.com,,Salesforce
10884373,Inactive Investor,Susan Gregory,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11047837,Inactive Investor,Kimberly Warner,Assistant Vice President;Field Support Governance Specialist,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10864793,Inactive Investor,Michael Marsilio,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11094760,Inactive Investor,Shattuck Lamm,Chief Compliance Officer;Managing Member;Partner;Senior Financial Advisor,Keystone Private Wealth,shad@cypressprivate.com,,Salesforce
233007,, -,,[Unknown],haliburton619@gmail.com,,
10784965,Inactive Investor,David DePaul,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",david.depaul@rbc.com,,Salesforce
9557808,,Eric Ferguson,,,eric.fergusonatmore@gmail.com,,List import
11181361,Inactive Investor,Stephen Viner,Financial Advisor,"Pruco Securities, LLC. Independence OH 2 Summit Park Dr",stephen.viner@prudential.com,,Salesforce
229195,, -,,[[Unknown]],mmaholuc@gmail.com,,Other
9551876,,Matthew Weaver,,,matthew.weaver@fremontbank.com,,List import
11102423,Inactive Investor,Richard Karr,Financial Advisor,Edward Jones Eugene OR 1190 Olive St,rick.karr@edwardjones.com,,Salesforce
6575395,,HRIR SHIKDER,,,sagorshikder452@gamil.com,,Web form fillout
9630849,,Basel Alramo,,,brave3d@gmail.com,,List import
11221401,,Riasat Irtiza,,,rirtiza@seia.com,,List Import
9547069,,Alex Cohen,,,alexanderbcohen@gmail.com,,List import
11081826,Inactive Investor,Robert Ottesen,Financial Advisor,"Wells Fargo Clearing Services, LLC Vero Beach FL 3545 Ocean Dr",robert.ottesen@wellsfargoadvisors.com,,Salesforce
10986962,Inactive Investor,David Alicea,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",david.alicea@nm.com,,Salesforce
9631797,,Nicholas He,,,nhe10190@gmail.com,,List import
10921587,Inactive Investor,Michael Palmer,,"Farmers Financial Solutions, LLC Fort Worth TX 424 Belmont St",mpalmer4@farmersagent.com,,Salesforce
10983308,Inactive Investor,Steven Strouse,,J.P. Morgan Securities LLC Columbus OH 1431 W Lane Ave,,,Salesforce
333765,,Laura Mccarthy,Associate,"Carousel Capital Management Company, L.p.",lmccarthy@carouselcapital.com,704-372-2040,Manual List Upload
9638972,,Chan-woo Lee,,,cwlee@poba.or.kr,,List import
10959411,Inactive Investor,Zachary Braun,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11185375,Inactive Investor,Donald Giello,Founder;President,"DBG Capital Advisors, LLC",,,Salesforce
10846316,Inactive Investor,Gregory Hammer,,Prosperity Capital Advisors Schererville IN 222 Indianapolis Blvd,,,Salesforce
10825380,Inactive Investor,Macgregor Hall,Chief Compliance Officer;Founder;Owner;President,"Deschutes Investment Consulting, LLC",mac@deschutesinvestment.com,,Salesforce
11004251,Inactive Investor,Jeffrey Goble,,Cetera Advisor Networks LLC Rapid City SD 2201 Jackson Blvd,jeffrey.goble@ceterawealth.com,,Salesforce
11120501,Inactive Investor,Nicholas Carr,,Fidelity Brokerage Services LLC,,,Salesforce
223767,,Denislav Dimitrov,,[Unknown],denislav.htc@gmail.com,,Organic Search
10789964,Inactive Investor,Richard Schaefer,Branch Director - Senior Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",richard.schaefer@rbc.com,,Salesforce
11220027,,Weston Morgan,,,weston_morgan@vanguard.com,,Other
9610699,,Hosea Kinyua,,,hkmbui@gmail.com,,List import
10848272,Inactive Investor,Charla Bouchie,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Metairie LA 4501 W Napoleon Ave",charla.m.bouchie@ampf.com,,Salesforce
9641137,,Eklavya Fulwani,,,payalfulwani07@gmail.com,,List import
11197007,Inactive Investor,Michael Modlin,Investment Executive,"Fifth Third Securities, Inc. Owosso MI 123 N Washington St",michael.modlin@53.com,,Salesforce
10795545,Inactive Investor,Joseph Gavazza,,"Cambridge Investment Research, Inc. San Francisco CA 50 California St",,,Salesforce
10907918,Inactive Investor,John Lunney,Financial Advisor,"CUSO Financial Services, L.P. Orange Park FL 625 Blanding Blvd",,,Salesforce
11218035,,Nicholas Tompkins,,,ntompkins@rwbaird.com,,List Import
10973501,Inactive Investor,Katie Choi,,J.P. Morgan Securities LLC Porter Ranch CA 19837 Rinaldi St,katie.choi@chase.com,,Salesforce
9568377,,Theodore Wagenknecht,,,tw@appliedfr.com,,List import
10778914,Inactive Investor,Thomas Day,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,tday@janney.com,,Salesforce
9569150,,Jason Gitter,,,jgitter@voyafa.com,,List import
10771325,Inactive Investor,Miguel Hernandez,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
10657655,,Gregory Vaughn,,,gregory.vaughn@chase.com,,List Import
10794332,Inactive Investor,Randy Copus,Owner,"Randy L. Copus and Associates, LLC Findlay OH 406 Tiffin Ave",randy@rlcopus.com,,Salesforce
11150734,Inactive Investor,Christopher Curran,Financial Advisor,Edward Jones Galena IL 985 Galena Square Dr,chris.curran@edwardjones.com,,Salesforce
10764935,Inactive Investor,Laura Shelburne,Premier Banker,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",laura.shelburne@wellsfargoadvisors.com,,Salesforce
10799165,Inactive Investor,Perri Desautel,Financial Advisor;Financial Planning Specialist,Morgan Stanley Green Bay WI 111 N Washington St,perri.j.wos@morganstanley.com,,Salesforce
10890184,Inactive Investor,Casey Chandler,Financial Advisor,Edward Jones Prince Frederick MD 80 Sherry Ln,casey.chandler@edwardjones.com,,Salesforce
10942765,Inactive Investor,William Woodard,,"Level Four Financial, LLC Fort Worth TX 1300 S University Dr",,,Salesforce
10921880,Inactive Investor,Mitchell Mahoney,,"Cambridge Investment Research, Inc. Herndon VA 441 Carlisle Dr",,,Salesforce
11132706,Inactive Investor,Maxwell Cook,Financial Advisor,LPL Financial LLC Springfield IL 3400 Wabash Ave,maxwell.cook@lpl.com,,Salesforce
10989354,Inactive Investor,Lakendrick James,,PFS Investments Inc. Lafayette LA 102 Asma Blvd,ljames.44ylw@primerica.com,,Salesforce
10991740,Inactive Investor,Sophia Han,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,sshan@ft.newyorklife.com,,Salesforce
218698,,Ramom Vieira,,[Unknown],ramomsohnevieira@gmail.com,,Direct
11159029,Inactive Investor,Melissa Marrero,Executive Director,J.P. Morgan Securities LLC Flushing MI 6481 W Pierson Rd,melissa.l.marrero@jpmorgan.com,,Salesforce
10981227,Inactive Investor,Austin Litvak,Director of Investment Research,O'Brien Wealth Partners LLC,alitvak@obrienwp.com,,Salesforce
9630448,,Christian Ramirez,,,chris11855@gmail.com,,List import
10821360,Inactive Investor,Mari Hurd,Business Coordinator,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",mari.hurd@raymondjames.com,,Salesforce
10903161,Inactive Investor,Eugene Cox,,"Osaic Wealth, Inc. Ashland KY 2201 Lexington Ave",,,Salesforce
10921076,Inactive Investor,Kaled Khaznehkatbi,Investment Advisor Representative,"Osaic Wealth, Inc. Bloomfield Hills MI 7 W Square Lake Rd",,,Salesforce
10776337,Inactive Investor,Sonny Carpenter,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,sonny.carpenter@fidelity.com,,Salesforce
9636781,,Paul Cucchiaro,,,paul.cucchiaro@3edgeam.com,,List import
9600811,,Norbertas Gaulia,,,papasound@gmail.com,,List import
10794547,Inactive Investor,Paul Javier,Chief Compliance Officer;Director - Operations,"Hahn Capital Management, LLC San Francisco CA 601 Montgomery St",,,Salesforce
9617416,,rene blockfi,,,rene@blockfi.com,,List import
248979,,Samuel Artmann,Principal,Proxxy Capital,samuel@proxxy.capital,,Manual List Upload
11012801,Inactive Investor,Martin Garry,,Redbridge Securities LLC,martin.garry@rbsecurities.com,,Salesforce
11141086,Inactive Investor,Michael Winn,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Bedford MA Private Residence",michael.winn@rbc.com,,Salesforce
11094862,Inactive Investor,Briner Ellis,Assistant Vice President;Complex Risk Officer,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,briner.ellis@morganstanley.com,,Salesforce
10874730,Inactive Investor,Dawn Goplin,,State Farm VP Management Corp. Madison WI 515 Junction Rd,,,Salesforce
11082464,Inactive Investor,Jessica Moyer,,Citigroup Global Markets Inc.,,,Salesforce
9630978,,Adam Berk,,,adam@neighborrow.com,,List import
11216900,,Alexis Correa,,,alexis.correa@hilltopsecurities.com,,Other
349705,,Justin Ferri,"Member Of Board Of Directors Of Bam Management, Llc, President - Buckingham Wealth Partners","Buckingham Strategic Partners, Llc",jferri@bamadvisor.com,314-725-0455,Manual List Upload
11105234,Inactive Investor,Ashley Adkinson,Assistant Vice President;Wealth Management Associate,Morgan Stanley Winter Haven FL 250 3rd St NW,ashley.adkinson@morganstanley.com,,Salesforce
11013430,Inactive Investor,Kirstin Ashley,,State Farm VP Management Corp. Anaconda MT 118 Cherry St,,,Salesforce
9609951,,Andrea Scalmana,,,andreascalmana2@gmail.com,,List import
10822937,Inactive Investor,Hawley Maclean,,"Cambridge Investment Research, Inc. Reno NV 1325 Airmotive Way",,,Salesforce
11156344,Inactive Investor,Andrew Cooper,Executive Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10863125,Inactive Investor,Remon Dawood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Old Bridge NJ 2359 US Hwy 9",remon.dawood@ml.com,,Salesforce
9582715,,Timothy Hastings,,,timothyghastings@gmail.com,,List import
11137643,Inactive Investor,Justin Setzekorn,Partner;Wealth Advisor,Octavia Wealth Advisors LLC,jsetzekorn@octaviawa.com,,Salesforce
10881670,Inactive Investor,Matt Streif,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,matt.streif@ubs.com,,Salesforce
10619789,,Peggy Hauser,,,peggy.hauser@sageprivatewealth.com,,List Import
10850509,Inactive Investor,Alan Glenn,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",alan.glenn@truist.com,,Salesforce
245907,,Not Provided,Director of Government,ZenLedger,eiman.behzadi@zenledger.io,,Manual List Upload
11082280,Inactive Investor,Lee Williams,,PFS Investments Inc. Columbia SC 115 Atrium Way,lee.williams@primerica.com,,Salesforce
10970653,Inactive Investor,Christopher Grimes,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",christopher.grimes2@equitable.com,,Salesforce
10769767,Inactive Investor,Tiffany Roland,Managing Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,tiffany.t.sanders@jpmorgan.com,,Salesforce
9582929,,Rodd Berro,,,rberro@pegasusassetmgt.com,,List import
9612953,,Trevor Moreno,,,trevor.moreno@nb.com,,List import
10815264,Inactive Investor,Gary Grandonico,,"Empower Financial Services, Inc Malvern PA Private Residence",gary.grandonico@gwrs.com,,Salesforce
11101031,Inactive Investor,Paul Gantner,Owner,Your Wealth Matters LLC,pgantner@yourestatematters.com,,Salesforce
11179866,Inactive Investor,Charles Dodson,Chief Compliance Officer,"Stifel, Nicolaus & Company, Incorporated",dodsonc@stifel.com,,Salesforce
10911660,Inactive Investor,Sarah Davis,Associate,Edward Jones Carson City NV 931 Mica Dr,sarah.davis3@edwardjones.com,,Salesforce
9594940,,Mario Najera,,,mario.najera@hansonmcclain.com,,List import
10764595,Inactive Investor,Mary Tabor,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",mary-ann_tabor@ml.com,,Salesforce
249096,,stephen meade,Founder,"BigBamboo, LLC",stephen.meade@bigbamboollc.com,3129532208,Manual List Upload
9617925,,Nadya Labi,,,nadya@abramsbison.com,,List import
9542315,,Matthew Wilson,,,mattwilson888@gmail.com,,List import
10869772,Inactive Investor,Aleksandar Blagojevic,Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9621755,,Jajuan Judkins,,,jajuanjudkins091@gmail.com,,List import
9623614,,Yusi Lokmen,,,mr.zobun2@mukdal.com,,List import
10806961,Inactive Investor,Richard Towey,,PFS Investments Inc. Doylestown PA 150 E State St,richard.towey@primerica.com,,Salesforce
11201164,Inactive Investor,Daniel Adams,Manager;Partner,Analog Capital Partners LLC,,,Salesforce
9576992,,Frank Maldonado,,,fmaldonado@levelfouradvisors.com,,List import
10644578,,Brian Huddleston,,,bhuddleston@interactivebrokers.com,,List Import
9583705,,Mpho Lowis,,,lowis.onlinemaker@gmail.com,,List import
9575666,,Evans Humenick,,,evans.humenick@prudential.com,,List import
10968320,Inactive Investor,Hakeem Gbehere,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11073500,Inactive Investor,Earl Cooler,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Hilton Head Island SC 600 Main St,smittie.cooler@morganstanley.com,,Salesforce
11137089,Inactive Investor,Richard Hidy,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",richard.hidy@ml.com,,Salesforce
11073046,Inactive Investor,Robert Forrest,,Lincoln Investment Stratford NJ Private Residence,rforrest@lincolninvestment.com,,Salesforce
10956436,Inactive Investor,Brittany Mote,,"Wells Fargo Clearing Services, LLC Winston Salem NC 418 S Stratford Rd",brittany.mote@wellsfargo.com,,Salesforce
9618278,,David Andre,,,dandre@cerebellumcapital.com,,List import
11024832,Inactive Investor,Lia Goodrich,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",,,Salesforce
11175368,Inactive Investor,Kady Weisner,Financial Advisor,Edward Jones Olean NY 126 N Union St,kady.weisner@edwardjones.com,,Salesforce
11112235,Inactive Investor,Leeann Holbrook,,J.P. Morgan Securities LLC Lansing MI 6015 S Pennsylvania Ave,leeann.holbrook@jpmorgan.com,,Salesforce
10898970,Inactive Investor,Gerardo Heredia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10887680,Inactive Investor,Casey Cagle,,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
200957,,Phattanaphong Koeichalyapum,,[Unknown],tukonwan@gmail.com,,Direct
10859496,Inactive Investor,Alan Locke,,State Farm VP Management Corp. Celina TN 206 Dow Ave,,,Salesforce
10944475,Inactive Investor,David Kolts,Manager,Pegasus Wealth Management,,,Salesforce
11101703,Inactive Investor,Alicia Davis,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,alicia.davis@jpmorgan.com,,Salesforce
11195373,Inactive Investor,Bok Im,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,bsim01@ft.newyorklife.com,,Salesforce
183231,,R Bruce McDonald,,[Unknown],mcdonaldrbruce@gmail.com,,
229248,, -,,[[Unknown]],mussy32@hotmail.com,,
11150663,Inactive Investor,Raymond Angelo,,LPL Financial LLC Clark NJ 18 Brant Ave,,,Salesforce
9585284,,JIMMY Eng,,,eng_94@live.com,,List import
11143369,Inactive Investor,James Nelson,,"International Assets Advisory, LLC Evans City PA 1525 Evans City Rd",jnelson@iaac.com,,Salesforce
11115887,Inactive Investor,Nathan Lucarelli,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
10793225,Inactive Investor,Robert Brinkmann,Financial Advisor,Edward Jones Dumas TX 110 E 6th St,bob.brinkmann@edwardjones.com,,Salesforce
10929330,Inactive Investor,Hugh Mc Nally,Financial Advisor,LPL Financial LLC Ambler PA 25 W Skippack Pike,hugh.mcnally@lpl.com,,Salesforce
10919204,Inactive Investor,Jonathan Benecke,Financial Advisor,Edward Jones Roseville CA 576 N Sunrise Ave,jonathan.benecke@edwardjones.com,,Salesforce
11133061,Inactive Investor,Elizabeth Covin,,"First Heartland Capital, Inc. Birmingham AL 800 Shades Creek Pkwy",ecovin@firstheartland.com,,Salesforce
11093540,Inactive Investor,Robert Walters,Senior Vice President,Morgan Stanley New York NY 399 Park Ave,r.michael.walters@morganstanley.com,,Salesforce
11175891,Inactive Investor,Kevin Griffith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kevin.griffith@fidelity.com,,Salesforce
10923692,Inactive Investor,Danyelle Fiorentino,Wealth Planner,LPL Financial LLC Paramus NJ 461 From Rd,danyelle.fiorentino@lpl.com,,Salesforce
11028163,Inactive Investor,Josef Stark,Financial Advisor;Managing Director,LPL Financial LLC Gladstone NJ Private Residence,josef.a.stark@lplfinancial.com,,Salesforce
6554,,laurence delany,,[[Unknown]],laurencedelany@yahoo.co.uk,,Initial Salesforce Import
10828385,Inactive Investor,Michael Mulling,Branch Manager;Chief Compliance Officer;Financial Services Professional;President,"Stonewall Asset Mgmt., Inc.",michael.mulling@stonewallasset.com,,Salesforce
11207679,Inactive Investor,Chad Webster,,LPL Financial LLC Escalon CA 1633 1st St,,,Salesforce
10867581,Inactive Investor,Andre Hale,,State Farm VP Management Corp. Wichita KS 6121 E Central Ave,andre.hale.rcij@statefarm.com,,Salesforce
9632694,,David Neale,,,david.g.neale@bofa.com,,List import
10647955,,Keri Sexton,,,keri.mayer@fmr.com,,List Import
11080973,Inactive Investor,Stephen Doeschot,Manager,"Wells Fargo Clearing Services, LLC",stephen.doeschot@wellsfargoadvisors.com,,Salesforce
218959,,Alan Davis,,[Unknown],alan2davis@gmail.com,,
11169814,Inactive Investor,Ian Reitman,,"Raymond James Financial Services, Inc. Wayne PA 595 E Swedesford Rd",ian.reitman@raymondjames.com,,Salesforce
10885636,Inactive Investor,Stephen Superits,Financial Advisor,LPL Financial LLC Toledo OH 3230 Central Park W,stephen.superits@lpl.com,,Salesforce
139790,,Scott Krowczyk,,Rsm Us Wealth Management Llc,scott.krowczyk@mcgladrey.com,,
11090362,Inactive Investor,Mary Brooks,Financial Advisor;Managing Partner;Principal,Invera Wealth Advisors LLC,,,Salesforce
9639423,,Virginia Cavallaro,,,virginia.cavallaro@unicredit.eu,,List import
10968335,Inactive Investor,Benjamin Knighton,,Fidelity Brokerage Services LLC Ashburn VA 20465 Exchange St,benjamin.knighton@fmr.com,,Salesforce
11126470,Inactive Investor,Warren Kirby,Financial Advisor;First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",craig.kirby@wellsfargoadvisors.com,,Salesforce
40606,,Matthew Ligurotis,Financial Planning Specialist,"MML Investors Services, LLC",mligurotis@massmutual.com,312-984-6325,
9585375,,Mpho Msimango,,,sjavamphoza28@gmail.com,,List import
10973785,Inactive Investor,Benjamin Bliss,Wealth Manager,GWN Securities Inc. Altamonte Springs FL 220 E Central Pkwy,bbliss@gwnsecurities.com,,Salesforce
11081863,Inactive Investor,Boo Song,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Seattle WA 1420 5th Ave",boo.song@uboc.com,,Salesforce
188382,,Fredrik Näsvall,,[Unknown],freddie24@gmail.com,,source
10849345,Inactive Investor,Ryan McNerney,Financial Professional,PlanMember Securities Corporation Englewood CO 385 Inverness Pkwy,,,Salesforce
11136442,Inactive Investor,Francesco Carafa,,Vanguard Marketing Corporation,francesco_carafa@vanguard.com,,Salesforce
10819410,Inactive Investor,Joseph Birkofer,Chief Compliance Officer;President;Principal;Secretary,"Legacy Asset Management, Inc.",jbirkofer@legacyasset.com,,Salesforce
10837408,Inactive Investor,Colin Kelly,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Darien CT 800 Post Rd,ckelly@jmsonline.com,,Salesforce
10776130,Inactive Investor,Maryanne Sarfati,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley Boca Raton FL 595 S Federal Hwy,maryanne.sarfati@morganstanley.com,,Salesforce
8480487,,Rachael Berkey,,UBS,rachael.berkey@ubs.com,,List Import
11179298,Inactive Investor,Todd Adams,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
11036208,Inactive Investor,Bryce Blanton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",bryce.blanton@tiaa.org,,Salesforce
10788330,Inactive Investor,Russell Suede,Financial Advisor,LPL Financial LLC Agoura Hills CA 30423 Canwood St,russell.suede@lpl.com,,Salesforce
10795558,Inactive Investor,Nancy Tharpe,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",nancy.tucker@nm.com,,Salesforce
11099719,Inactive Investor,Adil Mackwani,Chief Compliance Officer;Managing Member;President,M&A Wealth Sugar Land TX Private Residence,,,Salesforce
11085319,Inactive Investor,Brice Logan,Assistant Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Spokane WA 41 W Riverside Ave",john.gonnason@wellsfargoadvisors.com,,Salesforce
10432805,,Sandeep Raj Raj,,,rjaaj794445@gmail.com,,Web Form Fillout
11115100,Inactive Investor,Roy Lower,,"Osaic Wealth, Inc. Roanoke VA 5007 Carriage Dr",,,Salesforce
9583320,,Brent Spicuzza,,,bspicuzza@swsllc.com,,List import
11092733,Inactive Investor,Mark Gardner,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",mark.gardner@ampf.com,,Salesforce
10830053,Inactive Investor,Stephen Meyers,Financial Advisor,LPL Financial LLC Fountain Valley CA 10540 Talbert Ave,,,Salesforce
11089521,Inactive Investor,Bernardo Velez Diego Fernandez,,"Global Financial Services, L.L.C.",,,Salesforce
10611831,,Steven Butler,"Financial Advisor, Regulatory Contact, Vice President",,steven@cooperfinservices.com,,List Import
10984316,Inactive Investor,Sara Rodriguez,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,,,Salesforce
10931808,Inactive Investor,Stephen Evans,,"Kestra Investment Services, LLC Springfield MO Private Residence",,,Salesforce
11031410,Inactive Investor,Alec Ransbottom,,J.P. Morgan Securities LLC Fort Wayne IN 6141 N Clinton St,alec.ransbottom@jpmorgan.com,,Salesforce
10874631,Inactive Investor,Brandon Converse,,"Raymond James Financial Services, Inc. Wichita KS 3500 N Rock Rd",brandon.converse@raymondjames.com,,Salesforce
139960,,Cody Dunifon,,"The Mather Group, Llc",c.dunifon@themathergroup.com,,
9589205,,Steven Anglin,"Chief Compliance Officer, Managing Member, Partner, Wealth Advisor","Smith Anglin Financial, LLC",sanglin@smithanglin.com,,List Import
11052164,Inactive Investor,John Vernon,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10898286,Inactive Investor,Anthony Allen,Financial Advisor,"Raymond James & Associates, Inc. Tulsa OK 2431 E 61st St",anthony.allen@raymondjames.com,,Salesforce
9569689,,Nanette Winowiecki,,,nanette.winowiecki@voya.com,,List import
10789238,Inactive Investor,James McFadden,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",,,Salesforce
11190900,Inactive Investor,Raul De La Rosa,Financial Advisor;Wealth Management Advisor,LPL Financial LLC Sacramento CA 3610 American River Dr,david.delarosa@lpl.com,,Salesforce
11130199,Inactive Investor,John Friesen,Branch Director;Financial Advisor;Managing Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",,,Salesforce
10868030,Inactive Investor,Kristine Kircher,Co-Founder;Private Wealth Advisor,&Partners Minneapolis MN 7900 Xerxes Ave S,,,Salesforce
11179621,Inactive Investor,Karen Springer,,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",karen.springer@wfadvisors.com,,Salesforce
10759049,Inactive Investor,Howard Edwards,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",howard.edwards@wellsfargo.com,,Salesforce
10894344,Inactive Investor,Paul Scarpelli,Senior Wealth Advisor,Citigroup Global Markets Inc. Scarsdale NY 845 Central Park Ave,paul.scarpelli@citi.com,,Salesforce
11007968,Inactive Investor,John Kinsella,,LPL Financial LLC Villa Park IL 1 Tower Ln,john.kinsella@lpl.com,,Salesforce
9596330,,Alex Dufetel,,,alexis.dufetel@gmail.com,,List import
10648048,,David Baines,,,david@pantileassetresearch.com,,List Import
10494063,,Calvin Carmichael,,Virtu,ccarmichael@virtu.com,,List Import
10692851,,Muhammad Naeem,,,naeemnauman@yahoo.com,,Web Form Fillout
9626262,,Patrick Biggam,,,patlincbiggam@gmail.com,,List import
9588028,,Timothy Berry,,,tberry@pennybackercap.com,,List import
10992430,Inactive Investor,Stephen Patota,,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,spatota@primerica.com,,Salesforce
11114967,Inactive Investor,Cindy Gunawan,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",cindy.gunawan@nm.com,,Salesforce
9557903,,Andreas Diehl,,,andreas.diehl@gmail.com,,List import
9625754,,Mateo jaime Holgado thornhill,,,mjholgado@desic.co.uk,,List import
11164675,Inactive Investor,Shay Desouza,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",shay.desouza@ml.com,,Salesforce
10596304,,Gary Winschel,,,gary.winschel@lpl.com,,Web Form Fillout
9573802,,Jonny -,,,jonny.red.cafe@gmail.com,,List import
9604736,,Craig Vassell,,,cvassell2@gmail.com,,List import
11144504,Inactive Investor,Hourieh Ghasripour,,"Navy Federal Investment Services, LLC",hourieh_ghasripour@navyfederal.org,,Salesforce
9566502,,David Vickery,,,dlv@sigmarep.com,,List import
10696338,,Jordan Fox,,InvestCloud,jfox@investcloud.com,,List Import
11050463,Inactive Investor,Ana Bou-Goldsmith,Senior Wealth Manager,"IDB Lido Wealth, LLC New York NY 1114 6th Ave",,,Salesforce
10840080,Inactive Investor,Matthew Ludwig,,J.P. Morgan Securities LLC Denver CO 100 Detroit St,matthew.g.ludwig@jpmorgan.com,,Salesforce
10885224,Inactive Investor,John Cates,,"Lion Street Financial, LLC Maumee OH 1440 Arrowhead Dr",jcates@lionstreet.com,,Salesforce
11077469,Inactive Investor,Robert Hausman,,"Raymond James Financial Services, Inc. Rockville MD 110 N Washington St",robert.hausman@raymondjames.com,,Salesforce
10774160,Inactive Investor,Hyung Chi,,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,,,Salesforce
11174587,Inactive Investor,Ashton Mills,,"Equitable Advisors, LLC Portland OR 1616 SW Sunset Blvd",ashton.mills@equitable.com,,Salesforce
9596121,,Gil Luria,,,gluria@dadco.com,,List import
10656175,,Laura Boucher,,,laura@fpcpackaging.com,,List import
9627320,,Saran Ravichandran,,,saranravichandran07@gmail.com,,List import
10769227,Inactive Investor,Barbara Griffith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",,,Salesforce
9578123,,Brian Pinkston,,,brian@brightroadwealth.com,,List import
11185491,Inactive Investor,Kristian Stallworth,,State Farm VP Management Corp. Montgomery AL 3460 Eastdale Cir,kris.stallworth.degd@statefarm.com,,Salesforce
11239039,Inactive Investor,Ryan Losi,,"Piascik Advisors, Inc",rlosi@piascik.com,,Salesforce
9562837,,Amana Jones,,,cba83kp87@gmail.com,,List import
10832531,Inactive Investor,James Schwager,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 5405 Morehouse Dr",james.t.schwager@ampf.com,,Salesforce
10992789,Inactive Investor,Taylor Ross,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
351906,,Greg Stewart,Senior Associate,Great Hill Partners,gstewart@greathillpartners.com,617-790-9400,Manual List Upload
11025594,Inactive Investor,Rahul Balasubramani,,Jefferies LLC,rbalasubramani@jefferies.com,,Salesforce
9636223,,Robert Orr,,,rjob@panagora.com,,List import
10912089,Inactive Investor,Mathew Thomas,,J.P. Morgan Securities LLC New Hyde Park NY 350 Hillside Ave,mathew.k.thomas@jpmorgan.com,,Salesforce
9588473,,Edmund mak,,,edmundmak@hotmail.com,,List import
10978015,Inactive Investor,Joshua Fournier,Associate,Edward Jones Shingle Springs CA 3439 Robin Ln,,,Salesforce
10876476,Inactive Investor,Zachary Brown,Financial Advisor,"Northbridge Financial Group, LLC",,,Salesforce
9587746,,David Summers,,,dsummers@eagleia.com,,List import
10829033,Inactive Investor,Richard Stone,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Stamford CT 4 Landmark Sq,rick.stone@morganstanley.com,,Salesforce
10828011,Inactive Investor,Matthew Gruseke,Investment Manager;Vice President,Rockefeller Financial LLC,mgruseke@rockco.com,,Salesforce
11140738,Inactive Investor,John Vose,Branch Manager,Morgan Stanley Potsdam NY 65 Market St,john.vose@morganstanley.com,,Salesforce
10948395,Inactive Investor,Zachary Pelzl,Director - Operations,MONS Capital Cincinnati OH 3208 Walworth Ave,,,Salesforce
10984389,Inactive Investor,Allan Stevenson,Financial Advisor,Virtus Financial Partners,astevenson@virtusfp.com,,Salesforce
10883484,Inactive Investor,Mark Coffey,Director - Planning;Partner;Senior Financial Advisor,Summit Financial Strategies Inc,mark.coffey@summitfin.com,,Salesforce
10762361,Inactive Investor,John Kremidas,Director - Business Strategy;Senior Registered Associate,Morgan Stanley New York NY 1 Penn Plz,john.kremidas@morganstanley.com,,Salesforce
11046317,Inactive Investor,Maryse Pelletier,,"Avantax Investment Services, Inc. Loudon NH 34 Staniels Rd",pelletierm@myavantax.com,,Salesforce
10979661,Inactive Investor,Alexandra Leiser,,Vanguard Marketing Corporation,alexandra_leiser@vanguard.com,,Salesforce
374545,,Jason Viola,Chief Compliance Officer And Managing Member,"Aries Wealth Management, Llc",jviola@arieswealthllc.com,207-536-0530,Manual List Upload
11098061,Inactive Investor,Jeremy Pond,Lead Advisor,Brighton Jones LLC Menlo Park CA 1300 El Camino Real,jeremy.pond@brightonjones.com,,Salesforce
4704354,,Daniel Gyamera,,,danielgyamera42@gmail.com,,Web Form Fillout
10873239,Inactive Investor,Brian Littlefield,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Fort Worth TX 201 Main St,,,Salesforce
10850697,Inactive Investor,Kathleen Haskin,,Cary Street Partners Austin TX 7000 N Mo Pac Expy,kmallari@carystreetpartners.com,,Salesforce
10489705,,Matthew Mcintyre,"Chief Executive Officer, Founder, President","Peak American Investment Advisors, Inc.",mwmkrm91@aol.com,,List Import
9586819,,Robert Centrella,,,rcentrella@forzainvestment.com,,List import
11032083,Inactive Investor,Philip Blake,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",philip.blake@ml.com,,Salesforce
350684,,Brian Leslie,Senior Managing Director,"Prescott Advisors, Llc",bleslie@prescottgroup.com,214-750-0009,Manual List Upload
10843901,Inactive Investor,Rhett Hall,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Jose CA 355 Santana Row,rhett.hall@ubs.com,,Salesforce
10801669,Inactive Investor,Thad Fuller,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",thad.fuller@raymondjames.com,,Salesforce
11181812,Inactive Investor,Brady Welles,,Cetera Financial Specialists LLC Woodland Hills CA 5950 Canoga Ave,,,Salesforce
201583,,Matthew Stearns,,[Unknown],mstearns02@gmail.com,,Organic Search
11145394,Inactive Investor,Charles Daidone,,"The Investment Center, Inc. Manasquan NJ 2600 Hwy 35",,,Salesforce
11120960,Inactive Investor,Steven Burgett,Financial Advisor,"Ameriprise Financial Services, LLC Trenton MI 2370 W Jefferson Ave",steven.burgett@ampf.com,,Salesforce
11150779,Inactive Investor,Alexander Calloway,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10979484,Inactive Investor,Eric Nikssarian,Wealth Advisor,EP Wealth Advisors,enikssarian@epwealth.com,,Salesforce
11182087,Inactive Investor,Sandra Coleman,Chief Administrative Officer;Director - Finance,"HS Management Partners, LLC",scoleman@hsmanage.com,,Salesforce
10772862,Inactive Investor,Anton Plantz,Associate Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wexford PA 10638 Perry Hwy",anton_plantz@ml.com,,Salesforce
10821637,Inactive Investor,James Milonas,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",james.milonas@nm.com,,Salesforce
7834216,,Panteleimon Koutikas,,,panteliskoutikas@outlook.com,,Web form fillout
10884813,Inactive Investor,Kent Thompson,Financial Advisor,"Osaic Wealth, Inc. Raleigh NC 8816 Six Forks Rd",,,Salesforce
10939466,Inactive Investor,Joseph Valdez,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,,,Salesforce
11158746,Inactive Investor,Arthur Gibb,,"First Command Brokerage Services, Inc. Annapolis MD 121 Cathedral St",agibb@firstcommand.com,,Salesforce
11048685,Inactive Investor,James Beam,,Sollinda Capital Management LLC Hickory NC 200 1st Ave NW,,,Salesforce
10860108,Inactive Investor,Antoinette Bliss,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10970179,Inactive Investor,Noah Zakarian,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11175986,Inactive Investor,Erin Dooley,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",erin.dooley@ml.com,,Salesforce
11181793,Inactive Investor,Stephanie Thornton,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",stephanie.thornton@tfaconnect.com,,Salesforce
11217481,,Quinton Bennett,,,quinton.bennett@jpmorgan.com,,Other
11066072,Inactive Investor,David Barnes,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Bel Air MD 112 S Hays St",david.barnes@rbccm.com,,Salesforce
190787,,Paul Rotondi,,N/A,rotondp@yahoo.com,9737232480,
11053898,Inactive Investor,Aaron Donaldson,Member,"Navy Federal Investment Services, LLC San Diego CA 9999 Willow Creek Rd",aaron_donaldson@navyfederal.org,,Salesforce
10781060,Inactive Investor,Monica Vercher,,"NBC Securities, Inc.",mvercher@nbcsecurities.com,,Salesforce
11218339,,Dylan Erdei,,,dylan.erdei@jpmorgan.com,,List Import
9611165,,Dan Krueger,,,dan.krueger@allianzlife.com,,List import
11192525,Inactive Investor,Christopher Brauns,Financial Advisor,Edward Jones Taylorsville NC 334 NC Highway 16 S,chris.brauns@edwardjones.com,,Salesforce
10719416,,Eliseo Martín Alfonso,,,elima56@gmail.com,,Web Form Fillout
10969410,Inactive Investor,Shane Dobesh,,Cetera Advisors LLC Penfield NY 1758 Penfield Rd,shane.dobesh@ceteraadvisors.com,,Salesforce
10902185,Inactive Investor,Kori David,Financial Advisor,Edward Jones Kaplan LA 817 E Veterans Meml Dr,kori.comeaux@edwardjones.com,,Salesforce
9621151,,Gabri Luyer,,,info@studiogbn.nl,,List import
11113201,Inactive Investor,Danielle Rosas,Financial Advisor,Edward Jones Saint Charles MO 1440 Jungs Station Rd,danielle.rosas@edwardjones.com,,Salesforce
10889558,Inactive Investor,Gary Veltidi,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",gary.veltidi@nm.com,,Salesforce
11191337,Inactive Investor,Ryan Wroblewski,Financial Advisor;Financial Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Garden City NY 1200 Franklin Ave,ryan.wroblewski@morganstanley.com,,Salesforce
10957906,Inactive Investor,Tanya Sharda,,Citigroup Global Markets Inc.,,,Salesforce
11020012,Inactive Investor,Karri Hutchason,,"American Fidelity Securities, Inc.",karri.hutchason@americanfidelity.com,,Salesforce
156972,,Marquis Gaddis,,[Unknown],gaddis.marquis@gmail.com,,
11188383,Inactive Investor,Craig Bernard,Wealth Manager,LPL Financial LLC Madison CT 206 Boston Post Rd,craig.bernard@lpl.com,,Salesforce
11022934,Inactive Investor,Caterina Flower,,"Farmers Financial Solutions, LLC Crystal Lake IL 850 S McHenry Ave",cflower@farmersagent.com,,Salesforce
10522358,,Herbert Hancock,,,doughancock@comcast.net,,Web Form Fillout
187223,,Pedro Grampa,,[Unknown],pedrogrampa@gmail.com,,source
10945221,Inactive Investor,Michael Worton,Chief Compliance Officer;Managing Member,"North Star Advisory Services, LLC Kent WA 1851 Central Pl S",,,Salesforce
10606475,,Eric Johnson,"Director - Marketing, Financial Advisor, Manager - Communications, Partner",MONECO Advisors,eric@monecoadvisors.com,203-319-3550,
11260345,Inactive Investor,John Gedwill,,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,,,Salesforce
174719,,Philippe Paquet,Managing Partner & Head of Marketing and Strategy,[Unknown],ppaquet@newalpha.net, +33 1 44 56 52 31,Database Upload
11230802,Inactive Investor,Max Demby,,LPL Financial LLC Denver CO 2373 Central Park Blvd,,,Salesforce
9567827,,MaHi Hill,,,gannicus1618@gmail.com,,List import
11133657,Inactive Investor,Kathryn Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",kathryn.james@wellsfargoadvisors.com,,Salesforce
9613828,,Zev Vogel,,,vogel.zev@gmail.com,,List import
225036,,Nathan Young,,[Unknown],latamranddczar@gmail.com,,
10942699,Inactive Investor,Landon Sheets,Shareholder,Team Financial Strategies Abilene TX 1174 N 3rd St,,,Salesforce
10955774,Inactive Investor,Jacqueline Gotelli,Client Solutions Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",,,Salesforce
10901605,Inactive Investor,Christopher Chatto,,"Encompass More Investments, LLC",cchatto@encompassmore.com,,Salesforce
10870310,Inactive Investor,Dennis Beasley,Managing Member;Owner,DLB Wealth Advisors LLC East Northport NY 153 Ketay Dr S,,,Salesforce
10901742,Inactive Investor,Michael Dahlberg,Financial Advisor,"Pruco Securities, LLC. Grand Rapids MI 3033 Orchard Vista Dr SE",michael.dahlberg@prudential.com,,Salesforce
11104361,Inactive Investor,John Pinkley,Associate Vice President - Investments,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",john.pinkley@raymondjames.com,,Salesforce
10876650,Inactive Investor,Natalie Freeman,Financial Advisor,Edward Jones Brandon FL 409 Lithia Pinecrest Rd,natalie.freeman@edwardjones.com,,Salesforce
9580947,,Carl Johnson,,,cjohnson@fiduciaryplanner.com,,List import
10752508,Inactive Investor,Anthony Essian,,"Raymond James Financial Services, Inc. Marysville MI 782 Huron Blvd",anthony.essian@raymondjames.com,,Salesforce
9583495,,Reza Esmaili,,,seatoria1361@gamil.com,,List import
10923324,Inactive Investor,Benjamin Silvernale,Owner;Strategist,Hoskin Capital Denver CO 1200 Galapago St,,,Salesforce
11119356,Inactive Investor,Roger Escobar,,PlanMember Securities Corporation Medford OR Private Residence,,,Salesforce
9541629,,David Waxman,,,dwaxman@azla-advisors.com,,List import
10940400,Inactive Investor,Mary Elizabeth Hargrove,Associate,"Raymond James & Associates, Inc.",marybeth.hargrove@raymondjames.com,,Salesforce
11155306,Inactive Investor,Daniel Martin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",daniel.martin@schwab.com,,Salesforce
11028937,Inactive Investor,Johnathon Spencer,,J.P. Morgan Securities LLC Mesquite TX 1345 N Town East Blvd,johnathon.spencer@jpmorgan.com,,Salesforce
11032644,Inactive Investor,Thanh Su,,NYLIFE Securities LLC Amarillo TX 600 S Tyler St,thsu@ft.newyorklife.com,,Salesforce
334579,,Lynn Ramos,"Director, Human Capital",Petersen Hastings Investment Management Inc,lynnr@petersenhastings.com,509-735-0484,Manual List Upload
9630185,,Frank Porcelli,,,fmporcelli@aol.com,,List import
10797308,Inactive Investor,Joanne Bryant,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1075 Peachtree St NE",joanne.bryant@schwab.com,,Salesforce
10800752,Inactive Investor,William Arnold,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",william.arnold@wellsfargoadvisors.com,,Salesforce
11154440,Inactive Investor,Danielle Peters,Senior Vice President,HSBC Securities (USA) Inc. McLean VA 1800 Tysons Blvd,danielle.m.peters@us.hsbc.com,,Salesforce
10759998,Inactive Investor,Nicholas Gambella,Senior Vice President,J.P. Morgan Securities LLC Brooklyn NY 127 7th Ave,nicholas.gambella@jpmorgan.com,,Salesforce
11157610,Inactive Investor,Jillian Kleine,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",jillian.kleine@ml.com,,Salesforce
10941279,Inactive Investor,John Clidas,Senior Relationship Manager;Senior Vice President,"Synovus Securities, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",johnclidas@synovus.com,,Salesforce
346377,,Carter Lyons,Chief Business Officer,"Two Sigma Advisers, Lp",clyons@twosigma.com,212-625-5700,Manual List Upload
11155816,Inactive Investor,Michael Darvish,,"Pruco Securities, LLC. Huntington NY 1772 E Jericho Tpke",mdarvish@spartancapital.com,,Salesforce
11140618,Inactive Investor,Roseann McDonald,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",rmcdonald@nationallife.com,,Salesforce
9596958,,Daniel Pappenfus,,,djpappenfus@uwalumni.com,,List import
10785036,Inactive Investor,Valerie Pamphile,Portfolio Associate,Morgan Stanley New Brunswick NJ 120 Albany St,valerie.pamphile@morganstanley.com,,Salesforce
9547437,,Walter Keyes,,,scott.keyes@lfg.com,,List import
11144969,Inactive Investor,Jon Andersen,Financial Advisor;Senior Vice President,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,jon.andersen@morganstanley.com,,Salesforce
11016523,Inactive Investor,Joshua Askey,,PFS Investments Inc. Avondale AZ 1050 N Fairway Dr,jaskey@primerica.com,,Salesforce
11023499,Inactive Investor,Luke Treadwell,,J.P. Morgan Securities LLC Williston VT 38 Connor Way,luke.treadwell@jpmorgan.com,,Salesforce
10887115,Inactive Investor,Rick Kinnard,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10986633,Inactive Investor,Hunter Estrada,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,,,Salesforce
152993,,Tobiasz Zarzycki,,[Unknown],tobiaszsa@gmail.com,,
157961,,Thang Le,,[Unknown],nostarwhere98@gmail.com,,
173924,,Nestor Roldan,,[Unknown],nroldan@valley.com,973 897 3087,
10789336,Inactive Investor,Thomas Tourek,,J.P. Morgan Securities LLC Sun City West AZ 13501 W Camino del Sol,thomas.tourek@jpmorgan.com,,Salesforce
335520,,Christopher Kocourek,"Managing Partner, Member, Class C","Northstar Capital, Llc",ckocourek@northstarcapital.com,612-371-5700,Manual List Upload
9573874,,Michael Ferrier,,,michael.ferrier@point72.com,,List import
10771590,Inactive Investor,William Tienken,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",,,Salesforce
10830011,Inactive Investor,Chad Keaton,Partner;Private Wealth Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",chad.keaton@nm.com,,Salesforce
11112650,Inactive Investor,Whitney Cooper,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,whitney.hester@primerica.com,,Salesforce
10819201,Inactive Investor,Ryan Stender,,Vanguard Marketing Corporation,ryan_stender@vanguard.com,,Salesforce
10816327,Inactive Investor,Jeffrey Phillips,,LPL Financial LLC Fairhope AL 12 S Bancroft St,jeffrey.phillips@lpl.com,,Salesforce
373307,,Vipul Aggarwal,,[Unknown],vip0305@gmail.com,,Website
148152,,Robert Warram,,[Unknown],robert.warram@hklaw.com,,
343251,,Greg Madden,Managing Partner,"Sv Health Investors, Llc",gmadden@svhealthinvestors.com,617-367-8100,Manual List Upload
10850318,Inactive Investor,Leslie White,Owner;President,"Troika Investment Advisors, LLC",lwhite@troikainvest.com,,Salesforce
10999000,Inactive Investor,Lorena Barreda,,"Allstate Financial Services, LLC San Fernando CA 11220 Laurel Canyon Blvd",lorenabarreda@allstate.com,,Salesforce
9639958,,Li Min Choi,,,li.min.choi@alena.be,,List import
10897493,Inactive Investor,Steven Whittaker,Senior Financial Associate,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",steven.whittaker@rbc.com,,Salesforce
346642,,Michael Steinback,Operating Partner,Stonebridge Partners Llc,steinbackm@msn.com,914-682-2700,Manual List Upload
9647356,,Lea Ocampo,,,leahocampo28@gmail.com,,List import
11195292,Inactive Investor,Keith Karchmar,,Purshe Kaplan Sterling Investments Northbrook IL 666 Dundee Rd,,,Salesforce
10855578,Inactive Investor,James Bratcher,Chief Compliance Officer;Investment Advisor Representative;President;Shareholder,"Financial Management Advisors, Inc.",jim@financialmanagementadvisors.com,,Salesforce
11029680,Inactive Investor,Anthony Campo,,State Farm VP Management Corp.,tony.campo.nsrk@statefarm.com,,Salesforce
10901449,Inactive Investor,Rodney Woodard,Financial Advisor,Edward Jones Goldsboro NC 2501 Wayne Memorial Dr,rodney.woodard@edwardjones.com,,Salesforce
11053715,Inactive Investor,Richard Lotito,Investment Advisor Representative,Fortis Group Advisors LLC,richard.lotito@fortisgroupadvisors.com,,Salesforce
236753,,DJ Snoly,,[[Unknown]],info@arbutuspartners.com,,Direct
9565598,,Anne Vazquez,,,avazquez@newspringcapital.com,,List import
10836760,Inactive Investor,Diane Wimmer,Financial Advisor,"Ameriprise Financial Services, LLC Winston Salem NC 1365 Westgate Center Dr",diane.j.wimmer@ampf.com,,Salesforce
847,,,,,miminguyen5@iinet.net.au,,
10926378,Inactive Investor,Vaishali Harirajan,Private Client Banker;Vice President,J.P. Morgan Securities LLC Mountain View CA 2510 W El Camino Real,vaishali.harirajan@jpmorgan.com,,Salesforce
11238582,Inactive Investor,Diana Shieh,,"Madison International Realty Holdings, LLC",dshieh@madisonint.com,,Salesforce
10880368,Inactive Investor,Shanon Swanson,,Morgan Stanley Los Angeles CA 444 S Flower St,,,Salesforce
11103717,Inactive Investor,Mary Grigg,Vice President,Stephens Winston Salem NC 101 S Stratford Rd,mgrigg@stephens.com,,Salesforce
10838071,Inactive Investor,John Murphy,Chief Investment Officer,Davis Capital Management,jmurphy@daviscapitalsite.com,,Salesforce
11110753,Inactive Investor,Christine Hammann,,"Benjamin F. Edwards & Company, Inc. Lutherville Timonium MD 9515 Deereco Rd",christine.hammann@benjaminfedwards.com,,Salesforce
11155159,Inactive Investor,Jack Wrenn,,Cary Street Partners Fredericksburg VA 1000 Winchester St,,,Salesforce
10857626,Inactive Investor,James Boynton,Managing Director,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11030113,Inactive Investor,Wendy Farrissey,Financial Planner,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",wendy.farrissey@schwab.com,,Salesforce
11184541,Inactive Investor,Christine Angles,,"Allstate Financial Services, LLC Gainesville VA 7350 Heritage Village Plz",cangles@allstate.com,,Salesforce
11105582,Inactive Investor,Kevin Whiteford,,"Cambridge Investment Research, Inc. South Haven MI 404 Broadway St",,,Salesforce
11132536,Inactive Investor,David Palkovitz,Wealth Management Advisor,"Apollon Wealth Management, LLC",david.palkovitz@apollonwealth.com,,Salesforce
11154400,Inactive Investor,Leonardo Perfinan,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,lperfinan@primerica.com,,Salesforce
10773060,Inactive Investor,Milo Gates,Financial Advisor;Investment Consultant;Vice President,Morgan Stanley San Francisco CA 101 California St,milo.gates@morganstanley.com,,Salesforce
9546955,,David Eppey,,,deppey@royalaa.com,,List import
11099125,Inactive Investor,Liubienska Merino,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
11181084,Inactive Investor,Ralph Gruendling,,NYLIFE Securities LLC Anderson SC 821 N Main St,rcgruendling@ft.newyorklife.com,,Salesforce
10814745,Inactive Investor,Matthew Guerrera,Risk Officer;Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10892585,Inactive Investor,Edward Aiken,,"Osaic Wealth, Inc. Wilmington DE Private Residence",eaiken@osaicwealth.com,,Salesforce
10801987,Inactive Investor,Guy Harris,Financial Advisor,Edward Jones Colorado Springs CO 816 Village Center Dr,guy.harris@edwardjones.com,,Salesforce
10461595,,William Odegaard,,,captodiepa@aol.com,,Web Form Fillout
10837940,Inactive Investor,Kathleen Godfrey,Chief Compliance Officer;Chief Executive Officer;President,"Godfrey Financial Associates, Inc.",kgodfrey@godfreyfinancial.com,,Salesforce
11009350,Inactive Investor,Matthew Steintrager,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",msteintrager@financialguide.com,,Salesforce
9645809,,Tim Sutherland,,,tbsutherland@aol.com,,List import
10839629,Inactive Investor,Stanley Atwater,,PFS Investments Inc. Decatur GA 4319 Covington Hwy,stanley.atwater@primerica.com,,Salesforce
9608993,,Jordan Luckock,,,jordanluckock@hotmail.com,,List import
11069919,Inactive Investor,Lester Kefauver,,"Flagship Harbor Advisors, LLC Maryville TN 1020 William Blount Dr",lester.kefauver@flagshipharbor.com,,Salesforce
11077310,Inactive Investor,Matthew Pitts,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11057695,Inactive Investor,Danielle Andriani,,Vanguard Marketing Corporation,danielle_andriani@vanguard.com,,Salesforce
202062,,SIMON SPUR,,[Unknown],simonspur@gmail.com,,Organic Search
10941390,Inactive Investor,Crystal Merritt,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,crystal_merritt@vanguard.com,,Salesforce
11034738,Inactive Investor,Allison Burns,,Vanguard Marketing Corporation,allison_burns@vanguard.com,,Salesforce
9573089,,Marie Cane,,,marie.cane@valic.com,,List import
9596944,,Gregory Dexheimer,,,gdexheimer@financialengines.com,,List import
10958603,Inactive Investor,Catherine Boyle,,LPL Financial LLC New York NY 360 Lexington Ave,catherine.boyle@lpl.com,,Salesforce
11111037,Inactive Investor,Jeffrey Krinsky,Financial Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",jeffrey.krinsky@ampf.com,,Salesforce
59581,,Hannah Magrum,Financial Associate,Thrivent Investment Management Inc.,hannah.magrum@thrivent.com,330-668-4720,
10879847,Inactive Investor,Jacob Munoz,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,jacob.munoz@gs.com,,Salesforce
10836256,Inactive Investor,Joseph Roddy,Financial Advisor,LPL Financial LLC Saint Louis MO 4931 Lindell Blvd,joe.roddy@lpl.com,,Salesforce
11006897,Inactive Investor,Paulette Yates,Assistant Vice President;International Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",paulette.z.yates@ml.com,,Salesforce
10906347,Inactive Investor,James Johnson,Director;Senior Client Advisor,Blue Ocean Capital,jwj@blueoceancpa.com,,Salesforce
10917557,Inactive Investor,Cheryl Harwell,,Sigma Financial Corporation,charwell@sigmarep.com,,Salesforce
11114488,Inactive Investor,Daniel Dalberg,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,daniel.dalberg@primerica.com,,Salesforce
11050270,Inactive Investor,Erik Lindstrom,Partner,"Lifetime Wealth Management, LLC",,,Salesforce
9561010,,Jennifer Sockolov,,,jsockolov@firstrepublic.com,,List import
11173894,Inactive Investor,Wayne Zussman,Senior Wealth Advisor,"The Colony Group, LLC Easton MD 28 S Washington St",wzussman@thecolonygroup.com,,Salesforce
9571124,,Cory Allen,,,cory.allen@marinerwealthadvisors.com,,List import
10753273,Inactive Investor,Alan Sternberg,,J.P. Morgan Securities LLC Brookfield WI 2255 N Calhoun Rd,alan.sternberg@jpmorgan.com,,Salesforce
10928755,Inactive Investor,Don David,,State Farm VP Management Corp. Muskogee OK 1602 E Okmulgee Ave,,,Salesforce
11001992,Inactive Investor,Daire Heneghan,,Infinity Financial Services,,,Salesforce
10863169,Inactive Investor,Daria Francken,,Citigroup Global Markets Inc.,daria.o.francken@citigroup.com,,Salesforce
9606146,,Duong Do Xuan,,,duong62020@gmail.com,,List import
10992933,Inactive Investor,Alan Peck,Investment Advisor,Fisher Investments,,,Salesforce
9618533,,Gajendra Sidana,,,gajendra.sidana@anchorboltcapital.com,,List import
10922772,Inactive Investor,Fitz Traille,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,jerry.traille.mbyv@statefarm.com,,Salesforce
10871941,Inactive Investor,Mana Angilau,Operations Specialist,"Osaic Wealth, Inc. South Jordan UT 10610 S Jordan Gtwy",,,Salesforce
11217037,,Charles Murphy,,,charles.murphy@nb.com,,Other
10868988,Inactive Investor,Donna Oetman,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,donna.oetman@primerica.com,,Salesforce
11068307,Inactive Investor,Pierre Van Wayenberge,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,pierre.vanwayenberge@jpmorgan.com,,Salesforce
9620379,,Siyabonga Mbokane,,,zeemike83@gmail.com,,List import
10700894,,镜坷 梁,,,848375326@qq.com,,Web Form Fillout
10861396,Inactive Investor,Danielle Starling,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Winter Park FL 633 N Orlando Ave",danielle.starling@schwab.com,,Salesforce
11166091,Inactive Investor,Jacob Lange,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11261140,Inactive Investor,Ruby Skow,Associate Advisor;Paraplanner,McClarren Financial Advisors,ruby@mcclarren.com,,Salesforce
9127788,,Brian Smedley,,,brian.smedley@guggenheimpartners.com,,List Import
11070728,Inactive Investor,Sean Pearlman,,"Cambridge Investment Research, Inc. Great Neck NY 107 Northern Blvd",,,Salesforce
11035688,Inactive Investor,Stacy Jefferson,Financial Advisor,Edward Jones Cedartown GA 514 N Main St,stacy.jefferson@edwardjones.com,,Salesforce
10996670,Inactive Investor,Nicholas Colonna,Chief Executive Officer;President,"Lime Rock Investment Management Company, Inc.",nicholas.colonna@lrimco.com,,Salesforce
9594240,,Roger Campama,,,rc@inoncapitaladvisors.com,,List import
10755755,Inactive Investor,Taylor Mcvey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",taylor.mcvey@ml.com,,Salesforce
243226,,Alain Villalpando,Sr. Associate,American Century Investments,alain_villalpando@americancentury.com,8163403473,Manual List Upload
11039761,Inactive Investor,James Gift,,"Kestra Investment Services, LLC Richmond VA 1802 Bayberry Ct",,,Salesforce
11018644,Inactive Investor,John Short,Financial Advisor,"Pruco Securities, LLC. Alpena MI 131 River St",john.short@prudential.com,,Salesforce
10905606,Inactive Investor,Colton Cockerell,Investment Advisor,"Next Financial Group, Inc. Friendswood TX 820 S Friendswood Dr",,,Salesforce
10932303,Inactive Investor,Zero Spero,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Kapok Capital LLC,zerospero@kapok-capital.com,,Salesforce
10905249,Inactive Investor,Roger Thomas,,"Farmers Financial Solutions, LLC Tarzana CA 19562 Ventura Blvd",rthomas3@farmersagent.com,,Salesforce
10912977,Inactive Investor,William Rykowski,Principal,Neuberger Berman BD LLC,william.rykowski@nb.com,,Salesforce
11072322,Inactive Investor,Leslie Ortiz-Quiroz,,LPL Financial LLC Rock Hill SC 331 E Main St,leslie.ortiz-quiroz@lpl.com,,Salesforce
11059897,Inactive Investor,John Paxos,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.paxos@jpmorgan.com,,Salesforce
10759255,Inactive Investor,Maria Dietz,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockford IL 973 Featherstone Rd",maria_dietz@ml.com,,Salesforce
231539,, -,,[[Unknown]],wil.fluckey@gmail.com,,
11195893,Inactive Investor,Palavi Malik,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",palavi.malik@ml.com,,Salesforce
11234989,Inactive Investor,Shannon Stone,Wealth Advisor,"Parallel Advisors, LLC",shannon.stone@paralleladvisors.com,,Salesforce
9557385,,Travis Pietrusza,,,tpietrusza@ayco.com,,List import
10971878,Inactive Investor,Ryan Black,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
10812785,Inactive Investor,Harry Lam,,"Wells Fargo Clearing Services, LLC",harry.lam@wfadvisors.com,,Salesforce
203079,,Dean Ferb,,[Unknown],deanferb@yahoo.com,,source
11088685,Inactive Investor,David Mckay,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",david.mckay@nm.com,,Salesforce
11133367,Inactive Investor,Stacy Dobberstein,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,stacy.dobberstein@thrivent.com,,Salesforce
10764564,Inactive Investor,Maureen Ayral,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",maureen.ayral@wellsfargoadvisors.com,,Salesforce
10643956,,Daniel Boszhardt,,,dan.boszhardt@alex-brown.com,,List Import
345815,,Michael Goldberg,Partner,"Bbr Partners, Llc",mgoldberg@bbrpartners.com,212-313-9870,Manual List Upload
11052599,Inactive Investor,Wayne Tang,Financial Professional,"Transamerica Financial Advisors, Inc Flushing NY 3050 Whitestone Expy",wayne.tang@tfaconnect.com,,Salesforce
245564,,Sean Wickersham,The Leaders Group TLG Advisors,The Leaders Group TLG Advisors,sean.wickersham@leadersgroup.net,,Manual List Upload
35444,,Vincent De Giovanni,"Member, Owner","Summit Financial Advisors, LLC",vdegiovanni@summitfa.net,215-579-1005,
10992195,Inactive Investor,Anna Lucas,Financial Advisor,Thrivent Investment Management Inc.,anna.saviage@thrivent.com,,Salesforce
11190848,Inactive Investor,Alfred Espro,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",fred.espro@raymondjames.com,,Salesforce
10966918,Inactive Investor,Noah Strunk,Wealth Advisor,"Klein Wealth Management, LLC",,,Salesforce
159638,,Ava Kolimonsky,,[Unknown],avayamanchester@gmail.com,,Paid Social
11219862,,Jennifer Klein,,,jenniferk@cainwatters.com,,Other
10766217,Inactive Investor,Matthew Nash,Family Wealth Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,matthew.nash@morganstanley.com,,Salesforce
10788697,Inactive Investor,Christopher Lamb,Chief Executive Officer;Managing Member;Principal;Regulatory Contact;Trust Officer,"Old Mission Investment Company, LLC",lamb@omico.net,,Salesforce
11044342,Inactive Investor,Jhonatan White,Financial Consultant;Vice President,"Sentinel Securities, Inc.",,,Salesforce
9637192,,Liangsen Zhang,,,liangsen.zhang@fosun.com,,List import
10792234,Inactive Investor,Susan Mark,Limited Partner;Vice President,Mark Asset Management LP,smark@markasset.com,,Salesforce
10901534,Inactive Investor,John Stefanidis,Assistant Vice President;Associate Banker,Citigroup Global Markets Inc.,,,Salesforce
11029484,Inactive Investor,Charles Baker,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
10812410,Inactive Investor,Edmond Leeney,,"Wells Fargo Advisors Financial Network, LLC Lisle IL 3333 Warrenville Rd",edmond.leeney@wfafinet.com,,Salesforce
9588173,,Bryce Engel,"Chief Executive Officer, Member",Coppell Advisory Solutions LLC,bryce.engel@fusioncm.com,,List import
10851790,Inactive Investor,Kevin Cross,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,kevin.cross@ceterainvestors.com,,Salesforce
339107,,Karl Slatoff,Partner,"Zmc Advisors, L.p.",kslatoff@zmclp.com,212-944-2056,Manual List Upload
10946861,Inactive Investor,Anders Lundegard,Partner;Private Wealth Advisor,Capitol Private Wealth Group LLC,alundegard@capitolpwg.com,,Salesforce
10995344,Inactive Investor,Keegan Mccarville,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,keegan_mccarville@vanguard.com,,Salesforce
10757039,Inactive Investor,Michael Cruz,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,michael.cruz@morganstanley.com,,Salesforce
11115825,Inactive Investor,Ann Rieder,,Cetera Advisors LLC Lake Bluff IL 10 E Scranton Ave,,,Salesforce
11018255,Inactive Investor,Korosh Ataei,,Innovation Partners LLC,kataei@innovationpartnersllc.com,,Salesforce
9591143,,Vinícius Horst,,,viniciusandreih@gmail.com,,List import
9548172,,Sirak Teodros,,,sirak.teodros@fidelity.com,,List import
246170,,Not Provided,Ambassador Yana Movchan Couture,Dr. Robert Stalker Medical Incorporated,stalkerrobert@icloud.com,,Manual List Upload
230751,,Charles Hoskinson -,,[[Unknown]],charles.hoskinson@iohk.io,,Initial Salesforce Import
10842587,Inactive Investor,Gary Chiang,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC San Mateo CA 100 E 4th Ave",chiangga@wellsfargo.com,,Salesforce
9550075,,Bryan Lucas,,,bryan.lucas@fmr.com,,List import
10867144,Inactive Investor,Tyler Bryson,,Fidelity Brokerage Services LLC,tyler.bryson@fidelity.com,,Salesforce
1004310,Inactive Investor,Michael Cahill,Senior Regional Consultant,Michael Cahill,michael_cahill@ssga.com,,3rd Party Lead Gen
10646080,,Mary Jaros,,,cjaros@peakstone.com,,List Import
11047772,Inactive Investor,Beverly Ketel,Financial Advisor,LPL Financial LLC Manchester NH 697A Union St,beverly.ketel@lpl.com,,Salesforce
10873729,Inactive Investor,Pamela Accardo,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,pam.accardo.lo03@statefarm.com,,Salesforce
10756276,Inactive Investor,Daniel Reno,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",daniel.reno@ml.com,,Salesforce
9562237,,Oleg Gorlenko,,,ogorlen@gmail.com,,List import
10855405,Inactive Investor,Bart Aby,Member;Principal,Allied Investment Advisors LLC,bart@alliedinvest.net,,Salesforce
10877296,Inactive Investor,Brett Frittitta,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brett.frittitta@fidelity.com,,Salesforce
11121939,Inactive Investor,Christopher Tilghman,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",christopher.tilghman@bofa.com,,Salesforce
10960288,Inactive Investor,Brandon Jackson,,"Allstate Financial Services, LLC",,,Salesforce
11129405,Inactive Investor,Kelly Bradley,Associate Wealth Advisor,"Trinity Wealth Management, LLC Berwyn PA 1000 Westlakes Dr",kbradley@trinity-wealth.com,,Salesforce
11010154,Inactive Investor,Sean Quigley,,"Ameritas Investment Company, LLC Navarre FL 7552 Navarre Pkwy",sean.quigley@ameritas.com,,Salesforce
11085201,Inactive Investor,Eric Messner,,LPL Financial LLC Novi MI 41875 W 11 Mile Rd,eric.messner@lpl.com,,Salesforce
10777262,Inactive Investor,Kevin Gaskill,Financial Advisor,Edward Jones Lockport NY 389 Davison Rd,kevin.gaskill@edwardjones.com,,Salesforce
10858375,Inactive Investor,Catherine Heath,Financial Advisor,"Ameriprise Financial Services, LLC Folsom CA 1130 Iron Point Rd",catherine.dudley@ampf.com,,Salesforce
10941621,Inactive Investor,Maria Conover,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
201568,,Robert Reid,, -,robert3reid@gmail.com,7085241147,Organic Search
11087628,Inactive Investor,Freddie Claybrooks,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",freddie_claybrooks@ml.com,,Salesforce
349074,,Lance Gasch,Global Head Of Real Estate - Hudson Americas L.p.,Hudson Advisors,lgasch@hudson-advisors.com,214-754-8400,Manual List Upload
10645014,,Robert Metzger,,,rmetzger@williamblair.com,,List Import
11221086,,Rustomji Dubash,,,rustom.dubash@transamerica.com,,List Import
11092290,Inactive Investor,Nathan Ourada,Financial Advisor,Edward Jones Leawood KS 6900 College Blvd,nathan.ourada@edwardjones.com,,Salesforce
10863715,Inactive Investor,Steve Coker,Chief Compliance Officer;President;Wealth Advisor,Cedarstone Advisors,steve.coker@cedarstoneadvisors.com,,Salesforce
238381,,sandeyey@aol.com gardere,,[Unknown],sandeyey@aol.com,,Paid Search
10894768,Inactive Investor,Jyotsna Sharma,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
10843492,Inactive Investor,Todd Carpenter,Compliance Officer;Director;Regulatory Contact,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",todd.carpenter@transamerica.com,,Salesforce
9615551,,Shakila Wijesinghe,,,shakilaw@hutchison.lk,,List import
10795549,Inactive Investor,Brian MacLean,Investment Advisor,Commonwealth Financial Network Bowie MD 1532 Pointer Ridge Pl,bmaclean@commonwealth.com,,Salesforce
10511424,,Gary Brode,,,gb@akitacap.com,,Web Form Fillout
9597774,,Jeevanand Velummylum,,,jeev.v@icloud.com,,List import
10932888,Inactive Investor,Sienna Landry,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",sienna.landry@nm.com,,Salesforce
10795627,Inactive Investor,Keith Connolly,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",keith_connolly@ml.com,,Salesforce
11053924,Inactive Investor,Joseph Mastej,Investment Advisor,"ATIS, Inc",joe.mastej@atiswealth.com,,Salesforce
9565698,,Grant Maves,,,gmaves@sullivanhayes.com,,List import
11113484,Inactive Investor,Nanci Spires,,"Truist Investment Services, Inc. Naples FL 801 Laurel Oak Dr",nanci.spires@truist.com,,Salesforce
10941011,Inactive Investor,Alex Schneider,,"Avantax Investment Services, Inc. Santa Ana CA 1171 Appian Way",,,Salesforce
438,,,,,igiaco01@libero.it,,
10989153,Inactive Investor,Porchia Lazier,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,plazier@primerica.com,,Salesforce
10971354,Inactive Investor,Denise Whelan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9619863,,Nora Farrell,,,norafrrll6@gmail.com,,List import
10874781,Inactive Investor,Kathryn Pennington,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",kathryn.e.pennington@ampf.com,,Salesforce
9577494,,Jagdishkumar Shah,,,jkshah11720@yahoo.com,,List import
9585740,,Prem Singh,,,singh0629@gmail.com,,List import
11003272,Inactive Investor,Lonnie Blechle,,"Allstate Financial Services, LLC Barnhart MO 7095 Metropolitan Blvd",,,Salesforce
11079325,Inactive Investor,Larry Ginsburg,,LPL Financial LLC Oakland CA 6201 Medau Pl,larry.ginsburg@lpl.com,,Salesforce
10779779,Inactive Investor,Alan Voorhees,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,alan.voorhees@ubs.com,,Salesforce
10818698,Inactive Investor,Christopher Lammi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,christopher.lammi@fidelity.com,,Salesforce
10969383,Inactive Investor,Kyle Hammen,,LPL Financial LLC Antigo WI 723 6th Ave,kyle.hammen@lpl.com,,Salesforce
10934749,Inactive Investor,Richard Glucksman,,"Osaic Wealth, Inc. Bellevue WA 400 112th Ave NE",,,Salesforce
11261324,Inactive Investor,Daniel Kaster,Director - Tax;Investment Advisor Representative,Mentor Capital Management Inc.,daniel.kaster@mentoradvisers.com,,Salesforce
11061067,Inactive Investor,Michael Van Housen,Financial Advisor,LPL Financial LLC Vestal NY 4481 Vestal Pkwy E,michael.van-housen@lpl.com,,Salesforce
11011472,Inactive Investor,Carol Alka,,PFS Investments Inc. Cumming GA 925 Sanders Rd,calka@primerica.com,,Salesforce
10880495,Inactive Investor,James Feketie,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11123667,Inactive Investor,Daniel Rubbert,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",dan.rubbert@ml.com,,Salesforce
9602866,,John Betterman,,,john@bdw.inc,,List import
11018237,Inactive Investor,Ian Allen,,Kovack Securities Inc.,ian@kovacksecurities.com,,Salesforce
11150771,Inactive Investor,Raymond Melcher,,"World Equity Group, Inc. Reading PA 2240 Ridgewood Rd",,,Salesforce
11218043,,Jason Minard,,,jminard@tweedy.com,,List Import
10646041,,Chase Di Bella,,,chase.dibella@mutualofomaha.com,,List Import
11139355,Inactive Investor,Simon Chan,,"InSight Securities, Inc. Brooklyn NY Private Residence",schan@insightamericas.net,,Salesforce
11040247,Inactive Investor,Ioanna Kennedy,Chief Compliance Officer,"Riverbend Capital Advisors, LLC",ioanna@riverbendcapitaladvisors.com,,Salesforce
10778964,Inactive Investor,Deborah Solomon,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",deborah.solomon@wellsfargoadvisors.com,,Salesforce
11014327,Inactive Investor,Alanna White,,J.P. Morgan Securities LLC Phoenix AZ 34630 N North Valley Pkwy,,,Salesforce
11061038,Inactive Investor,Paul Lehman,Chief Compliance Officer;Principal,Newgrange Asset Management LLC,,,Salesforce
10769649,Inactive Investor,Eva Fancsali,,"Wells Fargo Clearing Services, LLC San Francisco CA 150 California St",,,Salesforce
10611316,,Christopher Pascale,Investment Advisor,,cpascale@commonwealth.com,,List Import
10856847,Inactive Investor,Casey Berrall,Financial Advisor;Member;Partner;Regulatory Contact,BKM Wealth Management,casey.berrall@bkmwm.com,,Salesforce
11080150,Inactive Investor,Randall Ivins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11028711,Inactive Investor,Julian Gonzales,,PFS Investments Inc. Yuma AZ 1185 S 4th Ave,julian.gonzales@primerica.com,,Salesforce
10812393,Inactive Investor,Jacqueline Leslie,Compliance Officer,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jacqueline.leslie@equitable.com,,Salesforce
10766434,Inactive Investor,Nicholas Brosky,Director - Business Development,Morgan Stanley Columbus OH 4449 Easton Way,nicholas.brosky@morganstanley.com,,Salesforce
10879191,Inactive Investor,Vickie Godyn,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
9646692,,Lamont Tang,,,ltang@stanfordalumni.org,,List import
10801079,Inactive Investor,Matthew Winter,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",,,Salesforce
11091692,Inactive Investor,Zachary Mullins,Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10834140,Inactive Investor,David Blair,Managing Member;President;Regulatory Contact,"QuadCap Wealth Management, LLC",dblair@quadcapwm.com,,Salesforce
11087335,Inactive Investor,Stephen Kuchinski,Advisor,Fortis Group Advisors LLC,stephen.kuchinski@fortisgroupadvisors.com,,Salesforce
9648255,,Heather Mahoney,,,hmahoney@gwwade.com,,List import
9621563,,Herve Ratto,,,herve.ratto@gmail.com,,List import
11171206,Inactive Investor,David Bibeau,,PFS Investments Inc. Milton MA 424 Adams St,david.bibeau@primerica.com,,Salesforce
11171061,Inactive Investor,Michael Caryl,Investment Advisor,Citigroup Global Markets Inc.,,,Salesforce
10853802,Inactive Investor,Lisa Tuttle,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 200 Southdale Ctr",lisa.m.schernthaner@ampf.com,,Salesforce
11096289,Inactive Investor,Scott Barrington,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",scott.barrington@ml.com,,Salesforce
11003182,Inactive Investor,Michael Vincent,,"Robinhood Securities, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
11122980,Inactive Investor,Fe Aida Tiemann,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,,,Salesforce
10973967,Inactive Investor,Akiva Fialkoff,,J.P. Morgan Securities LLC Los Angeles CA 5600 Wilshire Blvd,akiva.fialkoff@jpmorgan.com,,Salesforce
10895344,Inactive Investor,Suzanne Schreiner,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9574583,,David Dettmer,,,david.dettmer@fidelity.com,,List import
10884234,Inactive Investor,Chad Itokazu,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",chad.a.itokazu@ampf.com,,Salesforce
9551769,,Robert McCullock,,,robert.mccullock@purefinancial.com,,List import
9599413,,Corey Bird,,,cbird@merceradvisors.com,,List import
6782914,,Sandee Rodriguez,,,sandeerodriguez1010@gmail.com,,Web Form Fillout
10804362,Inactive Investor,Antony Fisher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",,,Salesforce
10824946,Inactive Investor,James McCarthy,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",jim.mccarthy@wellsfargo.com,,Salesforce
10998989,Inactive Investor,Joseph Ratchford,,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",,,Salesforce
10876802,Inactive Investor,Matthew Solof,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10988135,Inactive Investor,Robert Schutz,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Kernersville NC 221 E Mountain St",bob.schutz@wellsfargo.com,,Salesforce
9592315,,Derrick Denman,,,deddub@hotmail.com,,List import
11089655,Inactive Investor,Marilyn Shutt,,J.P. Morgan Securities LLC The Villages FL 660 Kristine Way,marilyn.shutt@jpmorgan.com,,Salesforce
11014928,Inactive Investor,Peter Giacona,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",peter.giacona@ampf.com,,Salesforce
9607343,,John Ferraro,,,jferraro@gsaminc.com,,List import
10618387,,Henry Latimer,,,henry.latimer@ml.com,,List Import
11150485,Inactive Investor,Javier Vela,,"Empower Financial Services, Inc Orange Park FL Private Residence",javier.vela@empower.com,,Salesforce
10912549,Inactive Investor,Sean Parry,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,sean.parry@fmr.com,,Salesforce
11131945,Inactive Investor,Albina Balkic,,Key Investment Services LLC Camillus NY 5318 W Genesee St,albina_balkic@keybank.com,,Salesforce
10957325,Inactive Investor,Andrew Walling,,"Wells Fargo Clearing Services, LLC Nashville TN 4540 Harding Pike",,,Salesforce
11023102,Inactive Investor,Nathan Goldwasser,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",ngoldwasser@financialguide.com,,Salesforce
10884024,Inactive Investor,Christopher Benson,Wealth Advisor,WealthSource Englewood CO 9155 E Nichols Ave,,,Salesforce
10989202,Inactive Investor,Morgan McNeely,,"Hornor, Townsend & Kent, LLC Allentown PA 1550 Pond Rd",mmcneely@htk.com,,Salesforce
110133,,Claire Morrell,,Galaxy Digital,claire.morrell@galaxydigital.io,,
9611344,,Manwinder Singh,,,manijanal00@gmail.com,,List import
9548443,,James Cheung,,,james@blackcranecap.com,,List import
10841373,Inactive Investor,William Sosebee,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Gardendale AL 665 Fieldstown Rd",major.sosebee@wellsfargo.com,,Salesforce
11048549,Inactive Investor,James Turnbow,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
1675456,,Nelson Jorge,,[Unknown],nelsonjorge34@gmail.com,,
11094732,Inactive Investor,Christie Simmons,,State Farm VP Management Corp. Hicksville NY 101 Bloomingdale Rd,christie.simmons.c1z1@statefarm.com,,Salesforce
9608741,,D. F.,,,don@geeksrule.org,,List import
11166335,Inactive Investor,Shana Bradley,,"Allstate Financial Services, LLC Stockton CA 8807 Thornton Rd",shanabradley@allstate.com,,Salesforce
9558223,,James Mahoney,,,jmahoney@investmarkfinancial.com,,List import
142719,,Tim O'Brien,Idiot,N/A,timobrien194@gmail.com,7173097439,Event
10828427,Inactive Investor,Christopher Black,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,christopher.black@ubs.com,,Salesforce
11134323,Inactive Investor,Teresa Wilmes,,"U.S. Bancorp Investments, Inc. Des Plaines IL 1382 E Prairie Ave",teresa.wilmes@usbank.com,,Salesforce
11044900,Inactive Investor,Diane Sullivan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",,,Salesforce
11201863,Inactive Investor,Steven Vale,,Key Investment Services LLC Alliance OH 960 W State St,steven.vale@key.com,,Salesforce
11045493,Inactive Investor,Joel Ogard,Managing Member;Owner,"Ogard Wealth Management, LLC",,,Salesforce
373822,,Coley OBrien,,[Unknown],coley.obrien@outlook.com,,Website
9594737,,Jimmie Collicott,,,jcollicott@financialengines.com,,List import
11204327,Inactive Investor,Dylan Picart,,PFS Investments Inc. South Ozone Park NY 11587 Lefferts Blvd,dpicart@primerica.com,,Salesforce
11201495,Inactive Investor,Lewis Lampley,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,lewis.lampley@primerica.com,,Salesforce
11027884,Inactive Investor,Gary Orman,,"FBL Marketing Services, LLC Franklin IN 99 N Morton St",gary.orman@fbfs.com,,Salesforce
10979721,Inactive Investor,Evan Clark,,Jefferies LLC Boston MA 125 High St,eclark@jefferies.com,,Salesforce
11092390,Inactive Investor,Christian Urroz,,"W&S Brokerage Services, Inc. Hollywood FL 2901 SW 149th Ave",,,Salesforce
11006616,Inactive Investor,Donald Duggin,Financial Advisor,Edward Jones Smithfield NC 1672 E Booker Dairy Rd,don.duggin@edwardjones.com,,Salesforce
11114388,Inactive Investor,Ryan Gonzalez,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",ryan_gonzalez1@ml.com,,Salesforce
186806,,Christy Smith,"CFO, Corporate Secretary & Treasurer","Harrison Lazarus Advisors, Inc.",christy@harrisonlazarus.com,415-830-5244,Manual List Upload
11075940,Inactive Investor,Terrence Hawkins,,"Trajan Wealth, L.L.C. Naperville IL 1755 Park St",,,Salesforce
11080107,Inactive Investor,Jonathan Perez,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11040055,Inactive Investor,Casey Weyand,Director - Alternative Investments;Managing Director;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,casey.weyand@morganstanley.com,,Salesforce
9549493,,Tiago Dos Santos,,,tmdossantos123@gmail.com,,List import
10615690,,Jacky Smith,,,smithj@stifel.com,,List Import
9598205,,Matthew Personette,,,mpersonette@financialengines.com,,List import
11011673,Inactive Investor,Joseph Scotch,,NYLIFE Securities LLC,,,Salesforce
11220183,,Christian Stromgren,,,christian.stromgren@empower.com,,Other
11113564,Inactive Investor,Ronald Geurkink,,Momentum Independent Network Inc. Norman OK 1300 McGee Dr,,,Salesforce
10790511,Inactive Investor,John Lastinger,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Valdosta GA 3555 N Crossing Cir",,,Salesforce
10617742,,Donald Smirniotis,,,donald.smirniotis@wfafinet.com,,List Import
9615766,,Trevor Terrell,"SVP, Head of Distribution",Innovator ETFs,tterrell@innovatoretfs.com,,List import
11212433,Inactive Investor,Alida Guedes,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,alida.guedes@jpmorgan.com,,Salesforce
11149354,Inactive Investor,Richard Pecce,Managing Director - Wealth Management,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",richard.pecce@raymondjames.com,,Salesforce
10810618,Inactive Investor,Donald Graham,,Commonwealth Financial Network Willard OH 205 S Myrtle Ave,dgraham@commonwealth.com,,Salesforce
244975,,Robert Straniere,Director,RBB Funds Group,robertstraniere@yahoo.com,19178807393,Manual List Upload
11104677,Inactive Investor,Kimberly Moroney,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kimberly.martin@fidelity.com,,Salesforce
11195486,Inactive Investor,Albert Yambor,Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C.",ayambor@sequoia-financial.com,,Salesforce
10968098,Inactive Investor,Amanda Rutan,,Mutual of America Securities LLC Akron OH 4040 Embassy Pkwy,amanda.rutan@mutualofamerica.com,,Salesforce
11045957,Inactive Investor,Lisa Cook,,J.P. Morgan Securities LLC Spokane WA 5508 N Division St,,,Salesforce
10790901,Inactive Investor,Mark Oteri,Financial Advisor,"Ameriprise Financial Services, LLC Lehighton PA 179 Interchange Rd",mark.j.oteri@ampf.com,,Salesforce
9619501,,Eric Fu,,,sandstarpod@gmail.com,,List import
10761804,Inactive Investor,David Dansby,Assistant Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,ddansby@jmsonline.com,,Salesforce
6767704,,KRAN KAEWPRASIT,,,ufofunky@gmail.com,,Web Form Fillout
11022449,Inactive Investor,Hiram Oakley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,hiram.oakley@fmr.com,,Salesforce
9613298,,Ramin Asherian,,,raminasher@gmail.com,,List import
9552865,,Trevor Moore,,,trevormoore1984@hotmail.com,,List import
10900907,Inactive Investor,Avanti Deon,Wealth Strategy Associate,UBS Financial Services Inc. Denver CO 205 Detroit St,avanti.deon@ubs.com,,Salesforce
11220918,,Samuel Waltman,,,swaltman@kayne.com,,List import
9635731,,Paul Schulz,,,paul@sunpointeinvestments.com,,List import
11047374,Inactive Investor,Michele Laws,,"Portside Wealth Group, LLC",,,Salesforce
11071493,Inactive Investor,Bryan Scherer,Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,bryan.scherer@morganstanley.com,,Salesforce
11055963,Inactive Investor,Jeffrey Guindon,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,Carriage Hill Investment Associates LLC,jeff@carriagehillinvestment.com,,Salesforce
10847333,Inactive Investor,Martin Plant,Investment Executive,"Fifth Third Securities, Inc. Clermont FL 1350 Roper Blvd",martin.plant@53.com,,Salesforce
11168470,Inactive Investor,Bradley Boogren,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,bradley.boogren@fidelity.com,,Salesforce
10876308,Inactive Investor,Christopher Cartas,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10941708,Inactive Investor,Stuart Carlisle,,Park Avenue Securities LLC,stuart_carlisle@glic.com,,Salesforce
10797116,Inactive Investor,Charles Tenbroeck,,"Wells Fargo Advisors Financial Network, LLC Mokena IL 19060 Everett Blvd",charles.m.tenbroeck@wellsfargoadvisors.com,,Salesforce
10871784,Inactive Investor,Annette Goldman,Co-Founder;Investment Advisor,Life Planning Advisors LLC,,,Salesforce
340099,,Robert Moses,,[Unknown],robert.moses@ccgwealth.com,770-352-2200,Database Upload
10914767,Inactive Investor,Lisa Bynum,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,lisa.bynum@primerica.com,,Salesforce
10619436,,David Mcclellan,,,dmcclellan@forumfinancial.com,,List Import
9552706,,xato teco,,,xatotec651@netjook.com,,List import
145568,,Stan Watts,Financial Advisor,"SagePoint Financial, Inc.",swatts@sagepointadvisor.com,208-888-0936,
10829309,Inactive Investor,Dylan Taa,Financial Advisor,Morgan Stanley San Francisco CA 555 California St,dylan.taa@morganstanley.com,,Salesforce
10616600,,Darryl Lewis,,,darryl.lewis@lpl.com,,List Import
9564242,,Karen May,,,kmay@massmutual.com,,List import
11004458,Inactive Investor,Jordan Turner,,Park Avenue Securities LLC Columbus OH 8425 Pulsar Pl,,,Salesforce
10952972,Inactive Investor,Wilson Tovar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooksville FL 9223 Cortez Blvd",,,Salesforce
10949543,Inactive Investor,Eugene Rodriguez,,"MML Investors Services, LLC Tampa FL 2502 N Rocky Point Dr",eugenerodriguez@financialguide.com,,Salesforce
10647752,,Dale Clausnitzer,,,dale@gemanagement.com,,List Import
11108518,Inactive Investor,Gia Raines,Financial Advisor,PNC Investments Bethany Beach DE 2 S Pennsylvania Ave,gia.forester@pnc.com,,Salesforce
10351135,,Steve Slutsky,,,steve@sanmarcleaning.com,,Web form fillout
11015277,Inactive Investor,Amy Hopkins,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,amyhopkins@ft.newyorklife.com,,Salesforce
11090034,Inactive Investor,Cody Crawford,Investment Advisor Representative,SPG Advisors LLC,cody@spgadvisors.com,,Salesforce
10963767,Inactive Investor,Benjamin Harrison,,Vanguard Marketing Corporation,benjamin_harrison@vanguard.com,,Salesforce
11006450,Inactive Investor,Jonathan Meier,,"Farmers Financial Solutions, LLC Temecula CA 43015 Blackdeer Loop",jmeier@farmersagent.com,,Salesforce
10817371,Inactive Investor,Martin Battock,Financial Professional;Financial Services Representative,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",mbattock@financialguide.com,,Salesforce
11037089,Inactive Investor,Megan Henretta,Wealth Management Associate,Park Avenue Securities LLC,,,Salesforce
9543715,,Bryan Ottens,,,bryan@stonetowninc.com,,List import
9628923,,Tuan TRIEU Van,,,trieuvantuan@gmail.com,,List import
11086650,Inactive Investor,Ashley Banks,,"Raymond James Financial Services, Inc. Gainesville FL 2550 SW 76th St",ashley.banks@raymondjames.com,,Salesforce
11047796,Inactive Investor,Michael Pearson,Chief Compliance Officer,Balentine,mpearson@balentine.com,,Salesforce
9570114,,Caleb Dillard,,,cdillard@exencialwealth.com,,List Import
240530,,Derkash Steve,,[Unknown],stephen.derkash@bluerunnerglobaladvisors.com,,Event
9568514,,SEAN SMITH,,,sean@seanwsmithinc.comcastbiz.net,,List import
10944114,Inactive Investor,Trevor Paolone,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 333 E City Ave",trevor.m.paolone@ml.com,,Salesforce
10656661,,Peter Aldworth,,,peter.aldworth@lpl.com,,List Import
11080881,Inactive Investor,David Roggenkamp,,Commonwealth Financial Network San Rafael CA Private Residence,droggenkamp@commonwealth.com,,Salesforce
11088101,Inactive Investor,Michael Cooperman,Chief Executive Officer;President;Regulatory Contact,"MJC Advisors, LLC",michael@mjcadvisorsllc.com,,Salesforce
10880411,Inactive Investor,Eric Vo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",eric.vo@ml.com,,Salesforce
11143823,Inactive Investor,Zachary Yaklin,,"Raymond James Financial Services, Inc. Traverse City MI Private Residence",zach.yaklin@raymondjames.com,,Salesforce
10901682,Inactive Investor,Kevin Nguyen,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9611307,,?? ?,,,ryudragon1@naver.com,,List import
11019070,Inactive Investor,Ricardo Mondragon,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ricardo.mondragon@jpmorgan.com,,Salesforce
10801693,Inactive Investor,Eric Willmeth,Financial Advisor,Edward Jones Columbia MO 34 N 8th St,eric.willmeth@edwardjones.com,,Salesforce
9591663,,Girard Tunney,,,gtunney@tninvestors.com,,List import
10995980,Inactive Investor,Nathan Yonutas,,Citigroup Global Markets Inc.,nathan.yonutas@citigroup.com,,Salesforce
10873546,Inactive Investor,Kathleen Hierholzer,Financial Advisor,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",kknaul@pinnacleinvestments.com,,Salesforce
9609678,,gab cava,,,ueue80@yahoo.it,,List import
10604175,,Alexander Orlando,Preisdent,"Coastal Equities, Inc.",alex.orlando@tributarywm.com,888-657-5200,List Import
10606526,,Diana Skerl,"Managing Director - Wealth Management, Senior Portfolio Manager",UBS Financial Services Inc.,diana.skerl@ubs.com,212-713-7989,List Import
9601813,,jayzhou jay,,,1050195405@qq.com,,List import
6014071,,Glenn Smith,,,fidon44430@prolug.com,,Web Form Fillout
10957951,Inactive Investor,Michael Bilezikian,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
340426,,Brad Nemzer,CFO,"Lem Capital, L.p.",nemzer@lemcapital.com,215-557-9600,Manual List Upload
10947504,Inactive Investor,Emmy Lundgaard,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",emmy.lundgaard@ml.com,,Salesforce
10978833,Inactive Investor,Maryna Konko,,J.P. Morgan Securities LLC Bonney Lake WA 21003 State Rte 410 E,maryna.konko@jpmorgan.com,,Salesforce
229648,, -,,[[Unknown]],cbountolos@gmail.com,,
11022385,Inactive Investor,Darin Demarco,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
10848433,Inactive Investor,Clint Whitcome,Financial Advisor,Edward Jones New Hampton IA 121 W Main St,clint.whitcome@edwardjones.com,,Salesforce
11046105,Inactive Investor,Robert Wilson,,"Osaic Wealth, Inc. Albany GA 2305 Robinhood Rd",,,Salesforce
11078133,Inactive Investor,Tiffany Bacon,Financial Advisor,Edward Jones Sparks NV 3080 Vista Blvd,tiffany.bacon@edwardjones.com,,Salesforce
10763358,Inactive Investor,George McCurdy,Financial Advisor;Vice President,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,george.mccurdy@morganstanley.com,,Salesforce
11109045,Inactive Investor,Sean Stephany,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",sean.stephany@bankerslife.com,,Salesforce
11110508,Inactive Investor,Jordan Hardy,,State Farm VP Management Corp. Orem UT 220 N Orem Blvd,jordan.hardy.det4@statefarm.com,,Salesforce
10796298,Inactive Investor,Ralph Evans,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",ralph_evans@ml.com,,Salesforce
10848524,Inactive Investor,Robert Hogan,President;Regulatory Contact,"The Hogan-Knotts Financial Group, Inc.",rhogan@hkfg.biz,,Salesforce
10925504,Inactive Investor,Jonn Shaver,Financial Advisor,Edward Jones Granger IN 117 Perspective Dr,jonn.shaver@edwardjones.com,,Salesforce
10958230,Inactive Investor,Joseph Iannuzzi,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,joseph.iannuzzi@fmr.com,,Salesforce
10955659,Inactive Investor,Gary Cooper,,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,gary_cooper@glic.com,,Salesforce
10995650,Inactive Investor,Langlinxi Liu,,J.P. Morgan Securities LLC Brooklyn NY 9313 3rd Ave,langlinxi.liu@jpmorgan.com,,Salesforce
11128305,Inactive Investor,Ross Campbell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",ross.campbell@ml.com,,Salesforce
10949409,Inactive Investor,Darsh Patel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10796879,Inactive Investor,Gregory Collier,,"Raymond James Financial Services, Inc. Mount Dora FL 2025 W Old US Hwy 441",gregory.collier@raymondjames.com,,Salesforce
10486447,,Joseph Giardano,,"Prospera Financial Services, Inc.",jgiardano@yahoo.com,,List Import
9614671,,Qazi rehman,,,rehmanqazi6@hotmail.com,,List import
11222221,,Lawrence Fiorella,,,lfiorella@hbkswealth.com,,List Import
11206225,Inactive Investor,Latson Beard,,Momentum Independent Network Inc. West Monroe LA 2211 N 7th St,dbeard@hilltopnetwork.com,,Salesforce
232020,, -,,[[Unknown]],emcquinn8@gmail.com,,Organic Search
11084366,Inactive Investor,John Fabrizio,,LPL Financial LLC Skaneateles NY 33 E Genesee St,john.fabrizio@lpl.com,,Salesforce
11065087,Inactive Investor,Matthew Durlester,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",matt.durlester@wellsfargoadvisors.com,,Salesforce
10799943,Inactive Investor,Ray Ryan,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",ray.ryan@wellsfargoadvisors.com,,Salesforce
9594613,,Akin Jimoh,,,oloyebola10@gmail.com,,List import
11015012,Inactive Investor,Dana Chrisley,,PFS Investments Inc. Lombard IL 10 E 22nd St,dchrisley@primerica.com,,Salesforce
11123948,Inactive Investor,Liam Krammer,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,liam.krammer@jpmorgan.com,,Salesforce
11162790,Inactive Investor,Sodbileg Bolor,,"Robinhood Financial, LLC Denver CO 2373 15th St",sodbileg.bolor@robinhood.com,,Salesforce
9599767,,Peter Head,,,peter.head@cheynecapital.com,,List import
233104,, -,,[[Unknown]],gbobotis@yahoo.com,,
11064960,Inactive Investor,Kathleen Maggi,,J.P. Morgan Securities LLC,kathleen.c.maggi@jpmorgan.com,,Salesforce
9601780,,Angela Wright,,,angela@aplaceofpossibility.com,,List import
10947312,Inactive Investor,Mathew Basham,Financial Advisor,Robert W. Baird & Co. Incorporated Kansas City MO 444 W 47th St,mbasham@rwbaird.com,,Salesforce
342444,,Clara Bor,Senior Relationship Manager,Bristol Gate Capital Partners Inc.,clara.bor@bristolgate.com,416-921-7076,Manual List Upload
10885416,Inactive Investor,Jeremy Amposta,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,jeremy.amposta@chase.com,,Salesforce
11163251,Inactive Investor,Daniel Gottlieb,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,daniel.gottlieb@ubs.com,,Salesforce
11108635,Inactive Investor,Peter Dupuis,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,peter.dupuis@fidelity.com,,Salesforce
337602,,Paul Ryan,Member,"Flagship Wealth Advisors, Llc.",paul@flagshipfa.com,800-631-9997,Manual List Upload
10899677,Inactive Investor,Ryan Wilson,,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",wilsonr@stifel.com,,Salesforce
9571973,,Matthew Brown,,,matthew.brown@fmr.com,,List import
10813922,Inactive Investor,Thomas Fitchett,Financial Advisor,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",thomas.fitchett@wellsfargoadvisors.com,,Salesforce
185824,,Marcop0 Pietrangelo,,[Unknown],marco.pietrangelo94@gmail.com,,source
11097490,Inactive Investor,David Romero,Regional Vice President,Householder Group Estate & Retirement Specialists,dromero@householdergroup.com,,Salesforce
11212041,Inactive Investor,Matthew Held,,Commonwealth Financial Network Cincinnati OH 4243 Hunt Rd,mheld@commonwealth.com,,Salesforce
10854076,Inactive Investor,Justin Phelps,Financial Advisor,Edward Jones Lawton OK 5366 NW Cache Rd,justin.phelps@edwardjones.com,,Salesforce
9604691,,Anand TS,,,anand.10pwr2@gmail.com,,List import
10990817,Inactive Investor,Katherine Kelly,,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
10990124,Inactive Investor,Robert Davis,,"Wells Fargo Clearing Services, LLC Canton GA 6145 Hickory Flat Hwy",,,Salesforce
10844913,Inactive Investor,John Fuller,Chief Executive Officer;President,"Fuller Capital Management, LLC",bill@fullercapital.com,,Salesforce
9546674,,Louis Caldrello,,,lccden@gmail.com,,List import
11149280,Inactive Investor,Michael Mahoney,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",michael.mahoney@nm.com,,Salesforce
10976985,Inactive Investor,Matthew Marcus,,"Principal Securities, Inc. Winter Park FL 2211 Lee Rd",,,Salesforce
11177034,Inactive Investor,William McShane,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",william.mcshane@stewardpartnersis.com,,Salesforce
342351,,Aj Bellamah,Investment Advisor Representative,"Bnb Wealth Mangagement, Llc",ajbellamah@bnbinc.com,301-562-7300,Manual List Upload
10916214,Inactive Investor,Jordan Taylor,,LPL Financial LLC Tulsa OK 8931 S Yale Ave,jordan.taylor@lpl.com,,Salesforce
11136073,Inactive Investor,Vivian Cohn,Investment Advisor Representative,Commonwealth Financial Network Tarrytown NY 660 White Plains Rd,vcohn@commonwealth.com,,Salesforce
9561296,,Eric Alleckson,,,eric.alleckson@mcgladrey.com,,List import
10757069,Inactive Investor,Michael Feder,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",federm@stifel.com,,Salesforce
10845547,Inactive Investor,John Jacobi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester Center VT 39 Bonnet St",john.jacobi@ml.com,,Salesforce
10807429,Inactive Investor,Andrew Esposto,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,andrew.esposto@fmr.com,,Salesforce
189270,,Leo Abel,"Financial Advisor, Managing Member","Abel Hall, LLC",leo@abelhall.com,225-408-4000,
11145019,Inactive Investor,Harry Wells,Member,"Wells & Wells, LLC",,,Salesforce
10770841,Inactive Investor,Alexandre Grantcharov,Financial Advisor,Edward Jones New Canaan CT 49 Locust Ave,alex.grantcharov@edwardjones.com,,Salesforce
11200803,Inactive Investor,John Webb,Chief Financial Officer,"Stonebridge Financial Planning Group, LLC",jwebb@stonebridgefpgroup.com,,Salesforce
10831854,Inactive Investor,Peter Mohan,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,,,Salesforce
6332659,,Juliet Charlie,,,jc.citadel@protonmail.com,,Web form fillout
10818238,Inactive Investor,Vinh Phuong,Senior Client Associate,"Wells Fargo Clearing Services, LLC Santa Clara CA 65 N Winchester Blvd",vinh.phuong@wellsfargo.com,,Salesforce
11002314,Inactive Investor,Jake Goray,,Cetera Investment Services LLC Nashville TN 5707 Nolensville Pike,,,Salesforce
11154697,Inactive Investor,Sandra Martin,Director;Private Banker,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,sandra.martin@citi.com,,Salesforce
9566576,,Jeffrey Richards,,,jbrichards@financialguide.com,,List import
10487561,,Daniel Brown,Financial Advisor,Morgan Stanley,daniel.p.brown@morganstanley.com,,List Import
10995784,Inactive Investor,Jacob Pfeiffer,,J.P. Morgan Securities LLC Plain City OH 7370 State Rte 161 E,,,Salesforce
11130127,Inactive Investor,Pamela Fitzmaurice,,Park Avenue Securities LLC,pamela_fitzmaurice@glic.com,,Salesforce
9556346,,Alan Levitz,,,alan.levitz@aleragroup.com,,List import
11220736,,Giuseppe Vitale,,,jvitale@hudsonfinancial.com,,Other
10916585,Inactive Investor,Newell Cotton,,North Capital Private Securities Corporation,ncotton@northcapital.com,,Salesforce
10990657,Inactive Investor,Nicholas Moore,Associate Financial Planner,Trinity Financial Planning,nick@trinfin.com,,Salesforce
11046349,Inactive Investor,Mark Reagan,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,Reagan Financial Planning LLC,mark@reaganfinancialplanning.com,,Salesforce
11016037,Inactive Investor,Gregg Paris,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,gparis@primerica.com,,Salesforce
10754796,Inactive Investor,Michael Dzialo,Chief Investment Officer;President;Regulatory Contact,"Managed Asset Portfolios, LLC",michael@map-email.com,,Salesforce
10979969,Inactive Investor,Zachary Roman,Financial Advisor,"Pruco Securities, LLC. Sherwood AR Private Residence",zachary.roman@prudential.com,,Salesforce
10647844,,Robert Morrison,,,bob.morrison@downing-st.com,,List Import
10965271,Inactive Investor,Emily Barretta,,Fidelity Brokerage Services LLC,emily.barretta@fmr.com,,Salesforce
9624790,,Scott Butera,,,scbutera@yahoo.com,,List import
11233217,Inactive Investor,Amanda Reyes,Associate,Edward Jones Boerne TX 1011 S Main St,,,Salesforce
10921762,Inactive Investor,Stacey Randolph-Castillo,,"Allstate Financial Services, LLC Conyers GA 1745 Hwy 138 SE",staceyrandolphcastillo@allstate.com,,Salesforce
104127,,Douglas Prince,"Chief Executive Officer, Chief Investment Officer","Procourse Fiduciary Advisors, Llc",dprince@procourseadv.com,866-824-8040,Manual List Upload
10836378,Inactive Investor,Kirk Wimberly,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",,,Salesforce
10943161,Inactive Investor,Amanda Boettcher,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10991007,Inactive Investor,Levi Morrissey,,Park Avenue Securities LLC Ottumwa IA 1313 N Court St,levi_morrissey@glic.com,,Salesforce
11022185,Inactive Investor,Brett Klang,Financial Advisor,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",brett.klang@wellsfargoadvisors.com,,Salesforce
10765161,Inactive Investor,Melinda Facer,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",melinda_facer@ml.com,,Salesforce
11042217,Inactive Investor,Gregory Casten,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",gregory.casten@raymondjames.com,,Salesforce
10944466,Inactive Investor,Eric Ross,Chief Compliance Officer;Principal,F2 Wealth,eric@f2wealth.com,,Salesforce
11046837,Inactive Investor,Robert Holmes,,"Capital Investment Group, Inc. Kitty Hawk NC 8 Juniper Trl",rholmes@capital-invest.com,,Salesforce
10613454,,Sunil Joshi,"First Vice President, Senior Financial Advisor",,sunil_joshi@ml.com,,List Import
11097110,Inactive Investor,Nicholas Finnigan,Co-Founder;Owner;Partner,"Delta Wealth Advisors, LLC",niko@deltawealthadv.com,,Salesforce
11005643,Inactive Investor,Ebers Lobos,,"Wells Fargo Clearing Services, LLC Nashville TN 618 Thompson Ln",,,Salesforce
11032557,Inactive Investor,William Postma,,Cetera Advisor Networks LLC Grand Rapids MI 2050 Celadon Dr NE,,,Salesforce
10824525,Inactive Investor,Ji Hoon Lee,,Evercore Group L.L.C.,,,Salesforce
10803475,Inactive Investor,Regina Krumland,Financial Advisor,Edward Jones Atascadero CA 6945 San Luis Ave,gina.krumland@edwardjones.com,,Salesforce
10839551,Inactive Investor,Brian Dexl,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",brian.dexl@nm.com,,Salesforce
10923740,Inactive Investor,Joshua Whittiker,,"Northwestern Mutual Investment Services, LLC Wichita Falls TX 2405 Kell Blvd",josh.whittiker@nm.com,,Salesforce
11008476,Inactive Investor,Dwayne Deatherage,,"Raymond James Financial Services, Inc. Charlotte NC 15025 Ballancroft Pkwy",dwayne.deatherage@raymondjames.com,,Salesforce
10806608,Inactive Investor,Peter Gaines,Financial Advisor,Integrated Wealth Concepts LLC Lenox MA Private Residence,peter.gaines@ifpadvisor.com,,Salesforce
10768889,Inactive Investor,Ellen Chan,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",ellen.m.chan@ml.com,,Salesforce
11079836,Inactive Investor,Erin Von Roggenstein,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
238658,,oliverlutes@gmail.com Lutes,,[Unknown],oliverlutes@gmail.com,,Direct
11170085,Inactive Investor,Eileen Dvorak,,PFS Investments Inc. Burnsville MN 900 W 128th St,eileen.dvorak@primerica.com,,Salesforce
492,,,,,tedturner250@hotmail.com,,
9595151,,Jonathan Moog,,,jmoog@lizardinvestors.com,,List import
9561932,,Lee -,,,leesouchan@gmail.com,,List import
11010460,Inactive Investor,Paula Petersen,,"Hornor, Townsend & Kent, LLC Aspen CO Private Residence",,,Salesforce
10489801,,Victoria Staudinger,Financial Advisor,Eagle Strategies LLC Frisco TX 2600 Network Blvd,vstaudinger@ft.newyorklife.com,,List Import
10903013,Inactive Investor,James Britton,Chief Financial Officer,First Foundation Advisors,jbritton@ff-inc.com,,Salesforce
10996556,Inactive Investor,Gustavo Bauer,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",gustavo.bauer@usbank.com,,Salesforce
9647693,,John Colford,,,jcolford12@gmail.com,,List import
9639193,,Todd Hansen,,,toddh@healthtrust.org,,List import
10821083,Inactive Investor,Scott Chadwell,Associate Vice President - Investments,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",scott.chadwell@raymondjames.com,,Salesforce
225237,,David Matzko,LPL Research,LPL Financial,david.matzko@lplfinancial.com,,Event
11081246,Inactive Investor,Yu Chen,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",,,Salesforce
10788217,Inactive Investor,Maria Lipinski,,Fidelity Brokerage Services LLC,,,Salesforce
11035895,Inactive Investor,Karen Feduccia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL Private Residence",,,Salesforce
10851139,Inactive Investor,Matthew Donner,Financial Advisor,LPL Financial LLC Chico CA 2452 Lakewest Dr,matthew.donner@lpl.com,,Salesforce
11012951,Inactive Investor,Brian Watson,,PFS Investments Inc. Long Beach CA 3605 Long Beach Blvd,brianaldenwatson@primerica.com,,Salesforce
11021613,Inactive Investor,Maria Velez Gonzalez,,J.P. Morgan Securities LLC Galloway OH 5684 W Broad St,maria.velez-gonzalez@jpmorgan.com,,Salesforce
9637073,,Suzet Mckinney,,,smckinney@whummer.com,,List import
11178085,Inactive Investor,Michelle Contillo,Senior Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,michelle.p.contillo@morganstanley.com,,Salesforce
11038282,Inactive Investor,Matthew Nabhan,Financial Advisor;Institutional Consultant,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,matthew.nabhan@morganstanley.com,,Salesforce
174388,,Markus Miller,,[Unknown],markus.miller@geopolitical.biz,,Organic Search
9639665,,Neus Ametller,,,nametller@vidacaixa.es,,List import
10869172,Inactive Investor,Alan Popa,Founder;President,"Popa Financial Services, Inc.",apopa@popafinancial.com,,Salesforce
9614482,,Udo Neid,,,udo.neid@gmx.de,,List import
10982858,Inactive Investor,Megan Morelli,Chief Marketing Officer;Partner,Beirne,mmorelli@beirnewealth.com,,Salesforce
1003423,Inactive Investor,Peter Madsen,,Utah School & Institutional Trust Funds Office,petermadsen@utah.gov,,3rd Party Lead Gen
10953539,Inactive Investor,Haleigh Wojnar,,Fidelity Brokerage Services LLC,,,Salesforce
10954816,Inactive Investor,Austin Lukens,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9546856,,Dragon Wang,,,dragonwangtj@sina.com,,List import
11166360,Inactive Investor,Thomas McCarthy,,Fidelity Brokerage Services LLC,,,Salesforce
10432697,,Banny Hong,,,banny2100@gmail.com,,Web Form Fillout
10862119,Inactive Investor,Gerald Soucia,,"Wells Fargo Clearing Services, LLC Denver CO 400 S Colorado Blvd",,,Salesforce
10622574,,aiden henry,,,aidenhenry@gmail.com,,Web Form Fillout
11185350,Inactive Investor,Francis Decker,Owner,"Decker Capital Management, LLC Duxbury MA 35 Winsor St",fdecker@deckercapitalmgt.com,,Salesforce
10880229,Inactive Investor,Ian Davison,,"Charles Schwab & Co., Inc. Pittsburgh PA 136 15th St",,,Salesforce
10902667,Inactive Investor,Ryan Jennings,Senior Financial Associate,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",,,Salesforce
10791406,Inactive Investor,Jillian Toomey,Assistant Vice President;Financial Planning Director;Vice President,Morgan Stanley Washington DC 1775 I St NW,jillian.toomey@morganstanley.com,,Salesforce
10983054,Inactive Investor,Dane Zeller,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",,,Salesforce
10821572,Inactive Investor,Christopher Huggins,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",christopher_huggins@ml.com,,Salesforce
10794838,Inactive Investor,Brian Senatore,Sales Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC Private Residence",bsenatore@tiaa-cref.org,,Salesforce
10808899,Inactive Investor,Michael Sabra,Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",michael.r.sabra@ampf.com,,Salesforce
10939109,Inactive Investor,Maitram Nguyen,,"Wells Fargo Clearing Services, LLC Placentia CA 111 E Yorba Linda Blvd",mia.nguyen@wellsfargo.com,,Salesforce
11197910,Inactive Investor,Sara Peltier,Private Client Investment Associate,J.P. Morgan Securities LLC Encinitas CA 105 N El Camino Real,sara.c.peltier@jpmorgan.com,,Salesforce
10972264,Inactive Investor,Erin Mays,,Key Investment Services LLC Bellbrook OH 18 W Franklin St,,,Salesforce
10904966,Inactive Investor,Travis Wolfe,Financial Advisor,"Ausdal Financial Partners, Inc. Downers Grove IL 3250 Lacey Rd",,,Salesforce
9644663,,Steph Adamcik,,,steph+subscribe@nomadmktg.com,,List import
9592727,,Loretta McKenna,,,lorettam@amdocs.com,,List import
11197293,Inactive Investor,Walter Less,,LPL Financial LLC Richmond Hill GA 9971 Ford Ave,w.less@lpl.com,,Salesforce
11040566,Inactive Investor,Alden Small,Regional Manager,PFS Investments Inc. Horn Lake MS 1426 Nail Rd W,asmall@primerica.com,,Salesforce
10845864,Inactive Investor,Brian Foster,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brian.foster@fidelity.com,,Salesforce
10896663,Inactive Investor,Mary Binger,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",mary.x.sell@ampf.com,,Salesforce
9577716,,Scott Linn,,,smlinn@ftbadvisors.com,,List import
10812241,Inactive Investor,Moss Plaine,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,,,Salesforce
10904506,Inactive Investor,Amanda Jenkins,,"First Command Brokerage Services, Inc.",ajenkins@firstcommand.com,,Salesforce
10909671,Inactive Investor,Jason Gentile,Director - Financial Planning;Senior Financial Advisor,Apella Wealth,jgentile@apellacapital.com,,Salesforce
225619,,Jose -,,[[Unknown]],jmanza@gmail.com,,Initial Salesforce Import
11064379,Inactive Investor,Ronald Larson,Chief Compliance Officer;President,"Larson Wealth Management, LLC",,,Salesforce
10852864,Inactive Investor,Holly Fitzgerald,,LPL Financial LLC Oshkosh WI 420 Koeller St,holly.fitzgerald@lpl.com,,Salesforce
11230966,Inactive Investor,Christopher Papadopoulos,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
11118086,Inactive Investor,Matthew Rupe,Financial Planner,"Pruco Securities, LLC. West Chester OH 8080 Beckett Center Dr",matthew.rupe@prudential.com,,Salesforce
11022478,Inactive Investor,Kasem Khan,,"Allstate Financial Services, LLC Brooklyn NY 2110 Flatbush Ave",kkhan@allstate.com,,Salesforce
10919341,Inactive Investor,Margie TeKamp,Client Service Associate;Owner,"Heritage Wealth Management Group, Ltd",mgtekamp@hwmgroup.com,,Salesforce
10921351,Inactive Investor,Carol Chang,,"Avantax Investment Services, Inc. San Mateo CA 505 Saint Thomas Ln",,,Salesforce
10987947,Inactive Investor,Julieanne Drainville,,Commonwealth Financial Network Greenville RI 600 Putnam Pike,jdrainville@commonwealth.com,,Salesforce
9640066,,Fabio Maia,,,fabio.maia@forluz.org.br,,List import
234578,, -,,[[Unknown]],dlellerman60@gmail.com,,
10779365,Inactive Investor,Thomas Egan,Financial Advisor,Edward Jones Belleville IL 2810 Frank Scott Pkwy W,thomas.egan@edwardjones.com,,Salesforce
10950277,Inactive Investor,Christopher Troiani,Private Client Advisor,J.P. Morgan Securities LLC Covington LA 70430 Hwy 21,christopher.j.troiani@jpmorgan.com,,Salesforce
10828013,Inactive Investor,Joshua Stewart,Financial Advisor,Edward Jones Louisville KY 6846 Bardstown Rd,josh.stewart@edwardjones.com,,Salesforce
10962377,Inactive Investor,Victoria Hoehl,,"Horace Mann Investors, Inc. Oak Forest IL 15507 Cicero Ave",victoria.hoehl.2@horacemann.com,,Salesforce
11253985,Inactive Investor,Natani Drati,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
10759703,Inactive Investor,Nalini Ramesh,Senior Registered Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,nalini.v.ramesh@morganstanley.com,,Salesforce
10898300,Inactive Investor,Steven Weisz,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 5 E Germantown Pike",steven.weisz@ampf.com,,Salesforce
45134,,Kurt Propst,Financial Consultant,Summit Wealth Strategies,kurt@swsllc.com,573-636-0914,
9562044,,Thomas Matug,,,thomas.matug@53.com,,List import
11016112,Inactive Investor,Edmund Hollub,District Leader,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,ehollub.93rck@primerica.com,,Salesforce
10889307,Inactive Investor,Christopher Brackman,,PFS Investments Inc. Montalba TX 24 Lakeside Dr,christopher.brackman@primerica.com,,Salesforce
10767831,Inactive Investor,Sonny Kothari,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",sonny_kothari@ml.com,,Salesforce
10808418,Inactive Investor,Mark Maloney,,J.P. Morgan Securities LLC Torrance CA 21660 Hawthorne Blvd,mark.maloney@jpmorgan.com,,Salesforce
11040819,Inactive Investor,Rodney Reed,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,rodneyreed@primerica.com,,Salesforce
11061567,Inactive Investor,Griselda Perez,,"Sabadell Securities USA, Inc.",,,Salesforce
10613227,,Maria Paterno-Castello,"Assistant Vice President, Senior Financial Advisor, Vice President",,antonia_paterno-castello@ml.com,,List Import
11165883,Inactive Investor,Jennifer Boeckmann,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,jennifer.boeckmann@lpl.com,,Salesforce
1004753,Inactive Investor,Oleksandr Marchenko,,Oleksandr Marchenko,maksimarua@yahoo.com,,source
10854969,Inactive Investor,Louis Romano,Private Client Banker,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,louis.p.romano@jpmorgan.com,,Salesforce
9615884,,Rich Tao,,,rtao@bluepoolcapital.com,,List import
10916300,Inactive Investor,Loretta Polzin,,First Asset Financial Inc.,,,Salesforce
11018492,Inactive Investor,Hector Sansores,,J.P. Morgan Securities LLC Houston TX 600 Travis St,hector.sansores@jpmorgan.com,,Salesforce
10991249,Inactive Investor,Tyler Olshefsky,,"Empower Financial Services, Inc Fort Wayne IN Private Residence",tyler.olshefsky@empower.com,,Salesforce
10957273,Inactive Investor,Emani Young,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11083734,Inactive Investor,Andrew Doan,,Cetera Advisors LLC Louisville KY 1728 Gagel Ave,,,Salesforce
11070575,Inactive Investor,John Miller,,J.P. Morgan Securities LLC Valley Stream NY 163 W Merrick Rd,john.a.miller@chase.com,,Salesforce
10965927,Inactive Investor,Jeremy Holmes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
50671,,Scott Solomon,Senior Vice President,"The Ayco Company, L.P.",ssolomon@ayco.com,847-317-5000,
10992275,Inactive Investor,John Bourke,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,jjbourkejr@ft.newyorklife.com,,Salesforce
10606492,,Jennifer Oppold,"Founder, Managing Member, Portfolio Manager","Alpine Peaks Capital, LP",jro@alpinepeakscapital.com,347-990-2878,
11002660,Inactive Investor,Eliana Rodriguez,,PFS Investments Inc. Henderson NV 1489 W Warm Springs Rd,rodriguez.eliana@primerica.com,,Salesforce
10802630,Inactive Investor,Paul Beck,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",paul.beck@rbc.com,,Salesforce
11106831,Inactive Investor,Dennis Santos,Chief Investment Officer;Director;Senior Vice President,Okabena Investment Services Inc,dsantos@okabena.com,,Salesforce
10995326,Inactive Investor,Marcelo Luna-Hernandez,,"Robinhood Financial, LLC Denver CO 2373 15th St",marcelo.luna-hernandez@robinhood.com,,Salesforce
10969097,Inactive Investor,Megan Giesbers,Investment Advisor,Fisher Investments,,,Salesforce
11012510,Inactive Investor,Joshua Lewis,,"Empower Financial Services, Inc",joshua.lewis@empower.com,,Salesforce
11212217,Inactive Investor,Leigh Bennett,,J.P. Morgan Securities LLC Charleston WV 707 Virginia St E,leigh.bennett@jpmorgan.com,,Salesforce
9552893,,jamar frieson,,,jamarfriesonmrceo@gmail.com,,List import
9546678,,evgeniy Shuttkin,,,jey230179230882@outlook.com,,List import
9603776,,TATIANA METODIEVA,,,tatiana@nexo.io,,List import
11079700,Inactive Investor,John Fallon,,Deutsche Bank Securities Inc.,,,Salesforce
10965133,Inactive Investor,Ann Yeager,Member;Owner,JDYeagerAdvisors,ann@jdyeageradvisors.com,,Salesforce
9541320,,donghyun hong,,,castorhyun@gmail.com,,List import
10869267,Inactive Investor,Warren Williams,,"Osaic Wealth, Inc. Leawood KS 12405 Beverly St",,,Salesforce
11053427,Inactive Investor,William Ferdinand,Chief Compliance Officer;Managing Member,"The WF Group, LLC Greenwich CT 28 Stag Ln",,,Salesforce
11073438,Inactive Investor,Peter McGeough,Advisor,Morgan Stanley Boston MA 28 State St,peter.mcgeough@morganstanley.com,,Salesforce
11079411,Inactive Investor,Jesse Kahn,Assistant Vice President;Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",jesse.p.kahn@ml.com,,Salesforce
11096926,Inactive Investor,Steve Ward,,Belpointe Asset Management LLC Mount Pleasant SC Private Residence,steve.ward@belpointeasset.com,,Salesforce
226960,, -,,[[Unknown]],mrdavidcullen@gmail.com,,
10902416,Inactive Investor,Pariss Minor,Wealth Management Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
11195521,Inactive Investor,Emmett Corboy,,Cetera Investment Services LLC Glen Allen VA 140 Eastshore Dr,emmett.corboy@ceterainvestors.com,,Salesforce
11010376,Inactive Investor,Margaret Werd,,"D.H. Hill Securities, LLLP",,,Salesforce
11209046,Inactive Investor,Brett Hauser,,"Farmers Financial Solutions, LLC Spokane WA 104 S Freya St",,,Salesforce
372634,,Kelly Alton,,United States,crashf16@tutanota.com,,Salesforce
11073602,Inactive Investor,Bonnie Haslett,Financial Advisor;Senior Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,bonnie.haslett@morganstanley.com,,Salesforce
10914740,Inactive Investor,Joel Maness,Financial Advisor,"Osaic Wealth, Inc. Webster NY 60 Barrett Dr",,,Salesforce
10488450,,Jason Barnes,"Chairman, General Counsel, Managing Director","FourPark Advisors, LLC",jason.barnes@fourpark.group,,List Import
10771708,Inactive Investor,Jeffrey Bucci,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",jeffrey.bucci@wellsfargoadvisors.com,,Salesforce
10793612,Inactive Investor,Mike Mers,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder;Lead Advisor;Member,"Aspen Capital Management, LLC",mike@aspencapitalmgmt.com,,Salesforce
334667,,Takashi Moriuchi,Director,"American Beacon Advisors, Inc.",takashi.moriuchi@ambeacon.com,817-391-6100,Manual List Upload
11013841,Inactive Investor,Omar Darwish,,"Farmers Financial Solutions, LLC Los Angeles CA 1100 Wilshire Blvd",odarwish@farmersagent.com,,Salesforce
11039688,Inactive Investor,Alvin Williams,,PFS Investments Inc. Greenbelt MD 7505 Greenway Center Dr,alvin.williams@primerica.com,,Salesforce
530,,,,,anna8999@sina.com,,
10904731,Inactive Investor,Patrick Herkert,Financial Advisor,Founders Financial Securities LLC Cedarburg WI W67N222 Evergreen Blvd,,,Salesforce
11120753,Inactive Investor,Skye Bergeson,Financial Advisor,Edward Jones Mokena IL 19235 Wolf Rd,skye.bergeson@edwardjones.com,,Salesforce
11095852,Inactive Investor,Jeffrey Berry,Managing Director;Regulatory Contact,Lyell Wealth Management LP,jeff@lyellwealth.com,,Salesforce
9591506,,Federica Maiorano,,,federicamaiorano@yahoo.it,,List import
11077314,Inactive Investor,Erika Dietzmann,,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,erika.dietzmann@lpl.com,,Salesforce
10996178,Inactive Investor,Carl Connolly,,J.P. Morgan Securities LLC Chagrin Falls OH 8501 Tanglewood Sq,carl.connolly@jpmorgan.com,,Salesforce
11130579,Inactive Investor,Danny Skrbis,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 6393 Oak Tree Blvd",danny.a.skrbis@ampf.com,,Salesforce
10790666,Inactive Investor,Elizabeth Young,Director;Partner;Senior Wealth Advisor,Clayton Wealth Partners,elizabeth@claytonwealthpartners.com,,Salesforce
10917467,Inactive Investor,Todd Schaffer,Associate,Thrivent Investment Management Inc. Fargo ND 3441 45th St S,todd.schaffer@thrivent.com,,Salesforce
9594385,,Matthew Kahovec,,,m.kahovec@themathergroup.com,,List import
10977069,Inactive Investor,Skylar Brown,,"Independent Financial Group, LLC Palm Desert CA 44672 Monterey Ave",sbrown@ifgrr.com,,Salesforce
10972691,Inactive Investor,Michael Ellis,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10919000,Inactive Investor,Alexander Gast,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",alexander.gast@ml.com,,Salesforce
11030701,Inactive Investor,Luke Mollod,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",luke.mollod@ml.com,,Salesforce
10844814,Inactive Investor,Ryan Charron,Associate Director;Financial Advisor,Oppenheimer & Co. Inc. Port Huron MI 810 Michigan St,ryan.charron@opco.com,,Salesforce
10838709,Inactive Investor,Michele Rossi,Registered Principal,"Pruco Securities, LLC. Basking Ridge NJ 54 Woodward Ln",michele.rossi@prudential.com,,Salesforce
10643952,,Ryan Wittig,,,ryan.wittig@lpl.com,,List Import
10926250,Inactive Investor,Todd Zangrilli,,"J. Alden Associates, Inc.",tzangrilli@j-alden.com,,Salesforce
10487556,,Jon Piorkowski,"Financial Advisor, Portfolio Manager, Private Wealth Advisor, Vice President",Morgan Stanley,jon.piorkowski@morganstanley.com,,List Import
10954567,Inactive Investor,Brian Rumbles,Financial Advisor,"CUSO Financial Services, L.P. Tampa FL 4502 W Gandy Blvd",,,Salesforce
10855946,Inactive Investor,Aaron Green,Managing Director;Regulatory Contact,Kennon-Green & Co.,aaron@kennongreen.com,,Salesforce
10939471,Inactive Investor,Kian Fayz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
1770248,,AKMAL SABRAN,,,akmal.sabran90@gmail.com,,
11005476,Inactive Investor,Jed Douglas,,"OneAmerica Securities, Inc.",,,Salesforce
10971116,Inactive Investor,Samuel Noyola,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",samuel.noyola@nm.com,,Salesforce
10754823,Inactive Investor,Kerrick Pearson,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",kerry.pearson@wellsfargo.com,,Salesforce
10809745,Inactive Investor,David Hoeft,Chief Investment Officer;Director;Senior Vice President;Shareholder,Dodge & Cox,david.hoeft@dodgeandcox.com,,Salesforce
10972102,Inactive Investor,Nataly Figueroa,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9543957,,Edward Burgess,,,egburgess@yahoo.com,,List import
206331,,DEXTER PERRY,,"ONE PROVIDENCE CAPITAL, LLC",dperry@oneprov.com,(919) 858-7817,Organic Search
11110546,Inactive Investor,Christopher Sadaka,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",christopher.sadaka@rbc.com,,Salesforce
10785529,Inactive Investor,Victor Villagracia,Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,victor.villagracia@ubs.com,,Salesforce
11228511,Inactive Investor,Alex Valentine,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,alex.valentine@jpmorgan.com,,Salesforce
10792908,Inactive Investor,Amy Jogis,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,amy.jogis@jpmorgan.com,,Salesforce
10989177,Inactive Investor,Eric Shumate,,"Northwestern Mutual Investment Services, LLC Bakersfield CA 9201 Camino Media",eric.shumate@nm.com,,Salesforce
11085427,Inactive Investor,Mark Heinrich,Financial Advisor,Edward Jones Meridian ID 3949 E Overland Rd,mark.heinrich@edwardjones.com,,Salesforce
10618224,,Jeffrey Keen,,,jkeen@azacapital.com,,List import
10957810,Inactive Investor,Paula Morris Grieve,Senior Operations Specialist,"Raymond James & Associates, Inc. Providence RI 100 Westminster St",paula.morrisgrieve@raymondjames.com,,Salesforce
11120176,Inactive Investor,Neil Weissman,,&Partners Ann Arbor MI 455 E Eisenhower Pkwy,neil.weissman@andpartners.com,,Salesforce
11110900,Inactive Investor,Steven Melen,Managing Director;Portfolio Manager,"NICH Capital Partners, Inc. Belvedere Tiburon CA 228 Beach Rd",,,Salesforce
9645760,,Sara Lewis,,,slewis@spinnakertrust.com,,List import
11198125,Inactive Investor,Gretchen Mahaffey,,"Private Client Services, LLC Louisville KY 1552 Ormsby Station Ct",gmahaffey@kfg.com,,Salesforce
11088131,Inactive Investor,Brian Crane,Wealth Advisor,"Legacy Wealth Management, LLC",brian@legacywealthmg.com,,Salesforce
10812028,Inactive Investor,Daniel Alonzo,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,daniel.alonzo@primerica.com,,Salesforce
11037401,Inactive Investor,Robert Rosenberg,,Cetera Advisor Networks LLC Sarasota FL 1219 S East Ave,,,Salesforce
372559,,Christopher Fraser,,United States,aaronfraser@yahoo.com,,Salesforce
1354556,Inactive Investor,BAH Mamadou,,TBD,baadiko2@gmail.com,00237696822026,
11159350,Inactive Investor,Alma Maldonado Mendez,,J.P. Morgan Securities LLC Bakersfield CA 9000 Ming Ave,alma.maldonado-mendez@jpmorgan.com,,Salesforce
11047170,Inactive Investor,Robert Steinberg,Chief Executive Officer;Founder;Investment Advisor;President;Wealth Manager,"Blue Chip Partners, LLC",rsteinberg@bluechippartners.com,,Salesforce
9636450,,Paul Whiting,,,paul@agwcapital.com,,List import
9599964,,Earl Hedin,,,earlhedin@gmail.com,,List import
11124693,Inactive Investor,Samuel Heilshorn,,"Northwestern Mutual Investment Services, LLC",samuel.c.heilshorn@nm.com,,Salesforce
10843022,Inactive Investor,Sean Richardson,Chief Compliance Officer;Managing Member;Partner;Senior Advisor,AllStreet Capital LLC,seanrichardson@allstreetcapital.com,,Salesforce
11238441,Inactive Investor,Edward Iv,,Clarivest Asset Management Llc,eiv@clarivest.com,,Salesforce
10688419,,Dwayne Perrault,,,dwayne.perrault@gmail.com,,Web Form Fillout
9615441,,Tom Anderson,,,tanderson@dblgp.com,,List import
9546794,,Osamah Al-Mufti,,,osamahalmufti@gmail.com,,List import
11170509,Inactive Investor,Mark Rostratter,,Cetera Advisor Networks LLC Carlsbad CA 1947 Camino Vida Roble,rostratterm@ceteranetworks.com,,Salesforce
10926609,Inactive Investor,Christopher Desimone,Financial Advisor,Edward Jones Chicago IL 4801 W Peterson Ave,christopher.desimone@edwardjones.com,,Salesforce
197205,,Thomas Block,,[Unknown],thomas.block@duncanar.com,,Organic Search
11035939,Inactive Investor,Thomas Chaplin,Financial Advisor,Edward Jones Vermilion OH 5295 Liberty Ave,tom.chaplin@edwardjones.com,,Salesforce
9593519,,Christopher Conmy,,,cconmy@carsoninstitutional.com,,List import
11177667,Inactive Investor,Angela Garber,Portfolio Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,angela.garber@morganstanley.com,,Salesforce
10958540,Inactive Investor,Luis Castro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mountain View CA 384 San Antonio Rd",,,Salesforce
335198,,Douglas Degroot,Manager,"Providence Wealth Advisors, Llc",dougdegroot@providencewealth.com,815-306-2020,Manual List Upload
11210261,Inactive Investor,Tawni Nguyen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",tawni.nguyen@ml.com,,Salesforce
10984734,Inactive Investor,Timothy Power,Partner,Balance Wealth,,,Salesforce
9545541,,Michael Sheehan,,,msheehan@commonwealth.com,,List import
335067,,RICHARD BARBATO,MR,[[Unknown]],taxi526@optonline.net,,Database Upload
10813446,Inactive Investor,Natan Rozen,Client Advisor;Senior Vice President,Morgan Stanley San Diego CA 101 W Broadway,,,Salesforce
10990040,Inactive Investor,Lorenzo Garcia,Financial Advisor,LPL Financial LLC Houston TX 1717 West Loop S,danny.garcia@lpl.com,,Salesforce
9613748,,jinze jiang,,,jiangjinze@gmail.com,,List import
10979954,Inactive Investor,Grant Turnmire,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",grant.p.turnmire@nm.com,,Salesforce
1001610,Inactive Investor,Sheryl Sloan,Director of Operations,Eagle Advisors,sloan@eagleadvisors.com, +1 212 373 5172,
5118534,,Edward Morgan,,,edward.morgan66@icloud.com,,Web Form Fillout
10760998,Inactive Investor,Christine Emond,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fairfax VA 3959 Pender Dr",christine.m.emond@ampf.com,,Salesforce
11005697,Inactive Investor,Stephanie Crimmins,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
210792,,EMRE KUZUOGLU,,BITLADON,emre_kuzuoglu@yahoo.com,(587) 734-4567,
10487156,,David Means,"Financial Professional, Founder, Managing Director, Regional Vice President","Equitable Advisors, LLC",david.means@equitable.com,,List Import
10828957,Inactive Investor,Anastasiya Rybak,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,anastasiya.rybak@fmr.com,,Salesforce
11199464,Inactive Investor,Gary Curtis,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Portsmouth NH 1 Harbour Pl,gary.curtis@opco.com,,Salesforce
10921791,Inactive Investor,Ronald Carroll,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10772696,Inactive Investor,Kimberly Chambers,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",kimberly_chambers@ml.com,,Salesforce
10893076,Inactive Investor,Trevor Gailun,Chief Compliance Officer;Managing Member,"Thrive Investments, LLC",trevor@thrive.investments,,Salesforce
11110145,Inactive Investor,Cathi Schmidt,Chief Compliance Officer,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,cschmidt@stonebridgecap.com,,Salesforce
11164034,Inactive Investor,Krista Runyon,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
226407,, -,,[[Unknown]],mailforart@gmail.com,,Initial Salesforce Import
10882833,Inactive Investor,Christopher Wyzgowski,,Lincoln Investment Lombard IL 500 Waters Edge,cwyzgowski@lincolninvestment.com,,Salesforce
11144730,Inactive Investor,Arturo Molina Casas,Chief Executive Officer;Managing Director;Managing Partner,Mason Westbridge Asset Management LLC,,,Salesforce
9580701,,Lainey -,,,byxiah@qq.com,,List import
10898108,Inactive Investor,Craig Schnuelle,,"Osaic Wealth, Inc. Watertown WI 535 Milford St",,,Salesforce
10872761,Inactive Investor,Paul Valerio,,"Truist Investment Services, Inc. Elverson PA 750 Crossings Blvd",paul.valerio@truist.com,,Salesforce
10769920,Inactive Investor,Scott Kimmel,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Fort Worth TX 6500 West Fwy",graves.travis@principal.com,,Salesforce
9566656,,Tai Hill,,,jamalth97@icloud.com,,List import
344843,,Salina Allie,Partner,Keyhaven Capital Partners Limited,salina@keyhavencapital.com, -4326363,Manual List Upload
10829716,Inactive Investor,Jeffrey Jensen,Executive Director;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Colorado Springs CO 121 S Tejon St,jeffrey.jensen@morganstanley.com,,Salesforce
230529,, -,,[[Unknown]],artpiz221122@gmail.com,,
10774463,Inactive Investor,Eric Ytterberg,Financial Advisor,Edward Jones South Bend IN 16285 State Road 23,eric.ytterberg@edwardjones.com,,Salesforce
10807413,Inactive Investor,Tracy Scahill,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",tracy_brewer@ml.com,,Salesforce
9562396,,Gary Anderson,,,ganderson@wms-partners.com,,List import
10889004,Inactive Investor,Corinne Mcfadden,Financial Advisor,Edward Jones Greenfield MA 55 Federal St,corinne.mcfadden@edwardjones.com,,Salesforce
11221183,,Joseph Lanzisera,,,joe@excelsecurities.com,,List import
6982508,,desw fsdads,,,gabaxil886@wifame.com,,Web Form Fillout
11083079,Inactive Investor,Jason Meysenburg,Annuity Product Manager,PNC Investments Omaha NE Private Residence,jason.meysenburg@pnc.com,,Salesforce
10773821,Inactive Investor,Paul Edem,Financial Advisor,"Cadaret, Grant & Co., Inc. Kirkville NY Private Residence",edemp9@ae.cadaretgrant.com,,Salesforce
11048610,Inactive Investor,Thomas Hulse,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,thomas.hulse@ubs.com,,Salesforce
11130236,Inactive Investor,Jack Burk,,"Arete Wealth Management, LLC Park Ridge IL 626 Busse Hwy",jack.burk@aretewealth.com,,Salesforce
11017279,Inactive Investor,Ana Sigler,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,ana.del.castillo@morganstanley.com,,Salesforce
240620,,Lorenzo Antonio,,[Unknown],tony491@hotmail.es,,Event
10781780,Inactive Investor,Scott Wartchow,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",scott.v.wartchow@ampf.com,,Salesforce
10804349,Inactive Investor,Maurice Jackson,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
9563871,,Nimi Vashi (PhD),,,nimivashi15@gmail.com,,List import
9623917,,Vlad Vlad,,,kivistar.inc@gmail.com,,List import
1942496,,Pawan Kumar,,,pawankumar1987t@gmail.com,,
10851142,Inactive Investor,Robert Hewitt,,LPL Financial LLC Fulton MD 8161 Maple Lawn Blvd,robert.hewitt@lpl.com,,Salesforce
10982038,Inactive Investor,Jaimini Patel,,Santander Securities LLC Freehold NJ 521 Park Ave,jpatel@santander.us,,Salesforce
11029160,Inactive Investor,Jessica Powell,Financial Advisor,LPL Financial LLC Rochester MI 414 East St,jessica.schultz@lpl.com,,Salesforce
219422,,Alejandro Escontrias,,[Unknown],xskyguard@gmail.com,,
9613508,,Arthur Mellin,,,mellin@mellinasset.com,,List import
10616273,,Charles Schoenjohn,,,charles_schoenjohn@ml.com,,List Import
332771,,Brooke Sanfilippo,,Alpine Bank,brookesanfilippo@alpinebank.com,,
10829831,Inactive Investor,John Volden,Financial Advisor,LPL Financial LLC Annandale MN 40 Chestnut St W,john.volden@lpl.com,,Salesforce
9615459,,Reed Ghandour,,,reed.ghandour@coinbase.com,,List import
11212094,Inactive Investor,Lawrence Seiden,Financial Advisor,LPL Financial LLC Melville NY 501 Walt Whitman Rd,lawrence.seiden@lpl.com,,Salesforce
10910401,Inactive Investor,Kelly McConnell,Business Development Associate;Customer Service Advisor,Morgan Stanley New York NY 55 E 52nd St,kelly.mcconnell@morganstanleypwm.com,,Salesforce
205913,,Robert McCauley,,[Unknown],robert.e.mccauley@gmail.com,,source
9587463,,Filomena Wiesemann,,,milena.wiesemann@gmail.com,,List import
11065319,Inactive Investor,Perla Orahim,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,porahim.lryb7@primerica.com,,Salesforce
10821703,Inactive Investor,Margaret Tesoriero,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,mtesoriero@ft.newyorklife.com,,Salesforce
11178378,Inactive Investor,Nancy Fortier,,LPL Financial LLC Lynden WA 418 Grover St,nancy.fortier@lpl.com,,Salesforce
9629422,,John Smith,,,communikate2020@gmail.com,,List import
373379,,Elsie Russell,,[Unknown],russee2@gmial.com,,source
10850871,Inactive Investor,Brian Bischoff,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,"Bischoff Wealth Management Group, LLC",brian@bischoffwealth.com,,Salesforce
10972033,Inactive Investor,Derek Huffman,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,dbhuffman@ft.newyorklife.com,,Salesforce
11001598,Inactive Investor,Jeanne Leslie Mararac,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10884452,Inactive Investor,Holly Clapham,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",holly.clapham@nm.com,,Salesforce
10761181,Inactive Investor,John Rigdon,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",john_rigdon@ml.com,,Salesforce
10777429,Inactive Investor,Calvin James,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",calvin_james@ml.com,,Salesforce
11187417,Inactive Investor,Sloan Luckie,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10596114,,Nicholas Kelly,,,nicholas.kelly@pgim.com,,Web Form Fillout
11049636,Inactive Investor,Harry Koutroumanis,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
53326,,Phillip Newell,Executive Vice President Of Consultant Relations,Breckinridge Capital Advisors Inc,pnewell@breckinridge.com,617-443-1120,Manual List Upload
10876679,Inactive Investor,Adam Hess,,Morgan Stanley Omaha NE 13625 California St,,,Salesforce
9592852,,Mark Haase,,,markshaase@icloud.com,,List import
9565247,,Joshua Shanty,,,joshua.shanty@lfg.com,,List import
10796602,Inactive Investor,Michael Fogarty,Chief Compliance Officer;Owner;President;Wealth Management Advisor,"The Foundry Financial Group, Inc.",mfogarty@foundryadvisors.com,,Salesforce
10791311,Inactive Investor,Gene Larock,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",gene.larock@nm.com,,Salesforce
10657159,,Justin Lloyd,,,justinlloyd@primerica.com,,List Import
9609426,,seaungkyu park,,,qkrtmdrb1221@naver.com,,List import
194249,,Jane Barney,Senior Client Advisor,TFC Financial Management Inc,jbarney@tfcfinancial.com,617-210-6711,
9611025,,Rogelio Barraza,,,rogeliobarraza510@gmail.com,,List import
10619428,,David Heger,,,david.heger@morganstanley.com,,List Import
9576083,,john park,,,johnp@ohae.com,,List import
10761246,Inactive Investor,Ryan Shim,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",ryan.shim@truist.com,,Salesforce
11229511,Inactive Investor,Dennis Guidry,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",tre.guidry@nm.com,,Salesforce
11191620,Inactive Investor,Colin Hoehn,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",colin_hoehn@ml.com,,Salesforce
9591019,,Angela Heart,,,angelabluesky1@gmail.com,,List import
9604774,,sang kyu kim,,,sanggew@naver.com,,List import
11195153,Inactive Investor,Melanie Boekee,Chief Compliance Officer;Financial Consultant;Managing Member,WTF Planning,,,Salesforce
10950379,Inactive Investor,Grant Hilding,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
229438,, -,,[[Unknown]],pointnkill@gmail.com,,
9614651,,Sertoria Hill,,,withflip@yahoo.com,,List import
11046568,Inactive Investor,Carlos Sanchez,Private Wealth Advisor,"Biechele Royce Advisors, Inc.",csanchez@biechele-royce.com,,Salesforce
11209069,Inactive Investor,Larry Lunt,Shareholder,Lunt Capital Management Inc. Salt Lake City UT 215 S State St,,,Salesforce
10968407,Inactive Investor,Joseph Damico,Investment Advisor,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,joseph.damico@glic.com,,Salesforce
10941544,Inactive Investor,Li Tian,Investment Advisor Representative,LPL Financial LLC San Marcos CA 250 Avenida de Suerte,li.tian@lpl.com,,Salesforce
10793982,Inactive Investor,Lorenzo Perez,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11012532,Inactive Investor,Ann Jordan Marley,,"Northwestern Mutual Investment Services, LLC Williamsburg VA 5360 Discovery Park Blvd",jordan.marley@nm.com,,Salesforce
233509,, -,,[[Unknown]],lougodilawrence@gmail.com.com,,
10981419,Inactive Investor,Steven Morbach,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,steven.morbach@lpl.com,,Salesforce
11171910,Inactive Investor,Vasana Lipke,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",vasana.lipke@ml.com,,Salesforce
11055069,Inactive Investor,Nicholas Lyons,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
10831325,Inactive Investor,Josephine Crake,,"VALIC Financial Advisors, Inc. Savannah GA 340 Eisenhower Dr",josephine.crake@valic.com,,Salesforce
11205424,Inactive Investor,Alissa Hyres,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",alissa.j.hyres@ml.com,,Salesforce
11195178,Inactive Investor,Andrew Mcdonald,President;Principal;Regulatory Contact,McDonald Capital Investors Inc Orinda CA 120 Laura Way,,,Salesforce
11186316,Inactive Investor,Tyler Crump,Associate,Edward Jones Moses Lake WA 2219 W Broadway Ave,tyler.crump@edwardjones.com,,Salesforce
11151513,Inactive Investor,Michelle Shockley,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",michelle.shockley@ml.com,,Salesforce
11138526,Inactive Investor,Malcolm Prevo,Client Service Associate,Morgan Stanley Seattle WA 601 Union St,malcolm.prevo@morganstanley.com,,Salesforce
11098368,Inactive Investor,C. Lebold,,"Cambridge Investment Research, Inc. Pleasant Hill MO 103 N Hwy 7",,,Salesforce
335635,,Andrew Mccarroll,"General Counsel, Shareholder, Director, Secretary",Southeastern Asset Management Inc.,amccarroll@seasset.com,901-761-2474,Manual List Upload
11207595,Inactive Investor,Kristin Sheridan,Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,kristin.sheridan@morganstanley.com,,Salesforce
11118458,Inactive Investor,Billy Mason,Financial Planner,Commonwealth Financial Network Roanoke VA 4419 Pheasant Ridge Rd,bmason@commonwealth.com,,Salesforce
11184511,Inactive Investor,James Zuleger,Director,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,jzuleger@rwbaird.com,,Salesforce
9541280,,Pavel Bublichenko,,,exorcium@yandex.ru,,List import
235617,, -,,[[Unknown]],emadfhal22@gmail.com,,
40599,,Todd Schaffer,Associate,Thrivent Investment Management Inc.,todd.schaffer@thrivent.com,701-478-7141,
11208424,Inactive Investor,John Liptak,,"Kestra Investment Services, LLC Westfield MA 37 Broad St",,,Salesforce
344322,,Ronald Brown,,United States,ronbrown@biostrand.com,,
11114636,Inactive Investor,William Baxter,,"Saybrus Equity Services, LLC Palm Beach Gardens FL Private Residence",,,Salesforce
9548781,,Jacqueline Fabitore-Matheny,,,jfabitorematheny@gwnsecurities.com,,List import
10757697,Inactive Investor,Jeffrey Porter,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jeffrey.porter@fmr.com,,Salesforce
11178215,Inactive Investor,Rita Oliveros-Soares,,"Ascensus Broker Dealer Services, LLC",,,Salesforce
9607048,,Nicolas TINTINGER,,,ntintinger@outlook.com,,List import
10779513,Inactive Investor,Barbara Hogan,,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",hoganb@stifel.com,,Salesforce
10909173,Inactive Investor,Stephen Essington,Financial Advisor,"Ameriprise Financial Services, LLC Albuquerque NM 8500 Menaul Blvd NE",steve.essington@ampf.com,,Salesforce
10767056,Inactive Investor,Paul Heckler,Chief Compliance Officer;Managing Director,Yosemite Capital Management,pheckler@yosemitecapital.com,,Salesforce
67862,,Forrest Surles,"Financial Advisor, Financial Services Professional",Eagle Strategies LLC,fsurles4@eaglestrategies.com,713-572-0091,
10879041,Inactive Investor,Hamilton Neal,Vice President - Investments,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",,,Salesforce
10487306,,Jensen Moock,First Vice President - Wealth Management,UBS Financial Services Inc.,jensen.moock@ubs.com,,List Import
11092422,Inactive Investor,Jake Cain,Training Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10794267,Inactive Investor,John Pounds,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",jay.pounds@wellsfargoadvisors.com,,Salesforce
11156881,Inactive Investor,Fredrick Baker,,Vanguard Marketing Corporation,fredrick_baker@vanguard.com,,Salesforce
9628686,,Rudy Cedre,,,cedre.rudy@gmail.com,,List import
10611663,,John Valiska,Financial Advisor,,jvaliska@moneyconcepts.com,,List import
233021,, -,,[Unknown],iamraffiel@gmail.com,,
11019851,Inactive Investor,Lynzi Karnowski,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",lynzi.karnowski@nm.com,,Salesforce
9628756,,D Ko,,,grayscale@dkoff.com,,List import
89010,,Tom Burkett,,Burkett Asset Management,tburkett@tampabay.rr.com,18132851576,Paid Search
11031057,Inactive Investor,Laureen Landgren,Supervisory Officer,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",laureen.landgren@citizensbank.com,,Salesforce
9572410,,Norman Merhaut,,,nmerhaut@gwnsecurities.com,,List import
66127,,William Maar,Wealth Advisor,Thrivent Investment Management Inc.,bill.maar@thrivent.com,219-763-2244,
11127820,Inactive Investor,Emily Medeiros,Associate Advisor;Practice Manager,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",emily.medeiros@ampf.com,,Salesforce
9610776,,Brian Vargo,,,bsvargo@outlook.com,,List import
10841910,Inactive Investor,Vicente Mesa,,NYLIFE Securities LLC Cypress CA 5450 Orange Ave,vmesa@ft.newyorklife.com,,Salesforce
11124750,Inactive Investor,David Westnedge,,"American Portfolios Advisors, Inc",dwestnedge@americanportfolios.com,,Salesforce
9635287,,Orlando Esposito,,,oesposito@pnc.com,,List import
11046738,Inactive Investor,Floyd Scott,Financial Advisor,Morgan Stanley Jackson TN 1382 Union University Dr,jathan.scott@morganstanley.com,,Salesforce
10973855,Inactive Investor,Agustin Santini,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
242808,,Lucy Coulden,Associate,[Unknown],lucy@parity.io,4.47895E+11,Database Upload
11056974,Inactive Investor,Erin Crane,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,erincrane@statefarm.com,,Salesforce
6071907,,set lom,,,virini6973@cmeinbox.com,,Web Form Fillout
9591436,,Lincoln Frank,,,linc@quadpartners.com,,List import
11161576,Inactive Investor,Brian Dodds,Financial Advisor,Money Concepts Capital Corp Jacksonville Beach FL 1400 Marsh Landing Pkwy,bdodds@moneyconcepts.com,,Salesforce
10941371,Inactive Investor,Greg Johnson,Associate;Financial Advisor,Thrivent Investment Management Inc. Columbus IN 904 Washington St,greg.s.johnson@thrivent.com,,Salesforce
346992,,Randall Alsman,"Vice-President, manager",Donaldson Capital Management Llc,ralsman@risingdividendinvesting.blogspot.com,812-421-3211,Manual List Upload
11222091,,Michael Hagedorn,,,michael.hagedorn@leumiusa.com,,List Import
10902703,Inactive Investor,John Todd,Financial Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",john.toddiii@nm.com,,Salesforce
10986292,Inactive Investor,Zachary Jacobs,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10923344,Inactive Investor,Steven Kurvach,Financial Advisor,"Sage, Rutty & Co., Inc.",skurvach@sagerutty.com,,Salesforce
38479,,Ivo Ivanov,"Chief Investment Officer, Senior Vice President",GeoWealth Management LLC,ivo.ivanov@geowealth.com,312-219-9161,
11194460,Inactive Investor,Jason Hughes,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
11174042,Inactive Investor,Robert Ferrari,Investment Advisor Representative,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10851377,Inactive Investor,Navandus Poitier-Lampley,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,navandus.poitierlampley@primerica.com,,Salesforce
9635319,,Kelly Scholtz,,,kscholtz@levelequity.com,,List import
232818,, -,,[Unknown],lewisgoldsmith@gmail.com,,
351511,,Catherine Francq,Controller,"Sandton Capital Partners, Lp",cfrancq@sandtoncapital.com,212-444-7200,Manual List Upload
9541807,,Ali Khalfani,,,alikhalfani1983@gmail.com,,List import
9586925,,Kelly Watzka,,,kelly.watzka@associatedbank.com,,List import
344964,,John Jordan,Shareholder,Jz Partners,jjordan@jzpartners.com,212-485-9410,Manual List Upload
10911671,Inactive Investor,Nicole Keating,,"Truist Investment Services, Inc. Altamonte Springs FL 888 W State Road 436",nicole.keating@truist.com,,Salesforce
9601738,,Joshua Dalafu,,,joshua.dalafu@trilogyfs.com,,List import
241970,,[[Unknown]],,[Unknown],vinnvicious80@gmail.com,,
10852652,Inactive Investor,Bret Tackett,Chief Executive Officer;President;Private Wealth Manager,"Tackett Wealth Management, LLC",bret@tackettwealth.com,,Salesforce
350741,,Bobby Wade,Member,W Advisors Llc,bobby@wadvisorsllc.com,901-410-8050,Manual List Upload
11096712,Inactive Investor,Dillon Beeler,,Cetera Advisor Networks LLC Glendive MT 135 Hwy 16,,,Salesforce
349639,,Kenneth Nadel,Chief Operating Officer,"Wolverine Asset Management, Llc",knadel@wolvefunds.com,312-884-4400,Manual List Upload
11165483,Inactive Investor,Corey Zimmermann,,"Raymond James Financial Services, Inc. Hutchinson MN 135 3rd Ave Se",corey.zimmermann@raymondjames.com,,Salesforce
10960421,Inactive Investor,Jeffrey Thomas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10840301,Inactive Investor,Stephanie Kidd,Financial Advisor,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",,,Salesforce
10934338,Inactive Investor,Patricia Ouellette,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,patricia.ouellette.rnmj@statefarm.com,,Salesforce
11112487,Inactive Investor,Michael Dolce,Associate,Edward Jones Allendale MI 6261 Lake Michigan Dr,,,Salesforce
10901434,Inactive Investor,Kenneth Blazick,Chief Investment Officer,Horizon Financial,kblazick@horizonfinancial.net,,Salesforce
9602083,,David Watson,,,dwatson@montag.com,,List import
10945401,Inactive Investor,Eric Glassbrenner,Senior Investment Advisor,"Cross Border Wealth, LLC",eric.glassbrenner@crossborder-wealth.com,,Salesforce
10786329,Inactive Investor,Scott Koonin,,Goldman Sachs & Co.,scott.koonin@gs.com,,Salesforce
11007743,Inactive Investor,Loraine Longman-Stadig,,PFS Investments Inc. Westminster CO 8671 Wolff Ct,llongman-stadig@primerica.com,,Salesforce
11180991,Inactive Investor,Robert Ellinger,,"Cambridge Investment Research, Inc. Grand Rapids MI 32 Market Ave SW",,,Salesforce
10774384,Inactive Investor,Chris Rager,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Carlsbad CA 5796 Armada Dr,chris.rager@morganstanley.com,,Salesforce
345072,,Donald Weaver,President,Arthur E Spellissy & Associates Inc,don@spellissy.com,610-293-0700,Manual List Upload
10858846,Inactive Investor,David Giddings,,"Osaic Wealth, Inc. Hartland WI 1320 Walnut Ridge Dr",,,Salesforce
10955621,Inactive Investor,Michael Palazzolo,Chief Compliance Officer;Financial Planner;Owner;President,Fintentional LLC Birmingham MI 1495 Haynes St,mike@fintentional.com,,Salesforce
10888353,Inactive Investor,John Richards,Vice President - Advisory Services,NFP Retirement Inc. Madison WI 10 Terrace Ct,john.richards@nfp.com,,Salesforce
10958117,Inactive Investor,David Turner,,Cetera Investment Services LLC Dunedin FL 1150 Virginia St,,,Salesforce
10782878,Inactive Investor,Clara Lee,,Morgan Stanley Florence AL 105 S Court St,ann.lee1@morganstanley.com,,Salesforce
9588456,,Abbas Irtiza,,,airtiza@pifinancial.com,,List import
10981773,Inactive Investor,Nicholas Parr,,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",nicholas.parr@lfg.com,,Salesforce
10928514,Inactive Investor,Brian Kincaid,Financial Advisor,Edward Jones Harrisburg NC 5500 NC Hwy 49 S,brian.kincaid@edwardjones.com,,Salesforce
10510547,,Minjung Ha,Manager,Mirae Asset Global Investments,minjung.ha@miraeasset.com,,List Import
10932306,Inactive Investor,David Brown,,"Raymond James Financial Services, Inc. Minneapolis MN 3600 American Blvd W",david.l.brown@raymondjames.com,,Salesforce
10845104,Inactive Investor,Scott Shows,Chief Financial Officer,"Family WMS, LLC Memphis TN 775 Ridge Lake Blvd",sshows@familywms.com,,Salesforce
10695910,,"Peter Farmer,  CFA",,Aristotle Funds,pfarmer@aristotlecap.com,,List Import
10964969,Inactive Investor,Thomas Defino,Financial Advisor;Senior Investment Management Specialist;Vice President,Morgan Stanley Toms River NJ 1433 Hooper Ave,,,Salesforce
10983613,Inactive Investor,Christopher Hanson,Financial Advisor,"Cardea Capital Advisors, LLC",christopher.hanson@cardeacap.com,,Salesforce
10830501,Inactive Investor,Brian Pardo,Client Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,bpardo@rwbaird.com,,Salesforce
11050593,Inactive Investor,Ronald Mcgee,,"Frost Brokerage Services, Inc. Corpus Christi TX 501 S Shoreline Blvd",ronald.mcgee@frostbank.com,,Salesforce
10901730,Inactive Investor,Momodou Mbenga,,Morgan Stanley Alpharetta GA 3 Edison Dr,momodou.mbenga@morganstanley.com,,Salesforce
9563692,,Racha Sibai,,,racha.sibai@gmail.com,,List import
9545065,,Margot M,,,margotmachadok@gmail.com,,List import
11204258,Inactive Investor,David Beckerman,,"David Lerner Associates, Inc. Westport CT 1221 Post Rd E",,,Salesforce
10841135,Inactive Investor,Shawn Sullivan,,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",shawn.sullivan@wellsfargoadvisors.com,,Salesforce
10784033,Inactive Investor,David Samuels,,"Northwestern Mutual Investment Services, LLC Calabasas CA 4500 Park Granada",david.samuels@nm.com,,Salesforce
11152115,Inactive Investor,Laron Williams,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",laron.williams@equitable.com,,Salesforce
11179663,Inactive Investor,Niyoosha Nikmaram,,J.P. Morgan Securities LLC Encino CA 16403 Ventura Blvd,niyoosha.nikmaram@jpmorgan.com,,Salesforce
11096684,Inactive Investor,Troy Wilson,,Cetera Advisor Networks LLC Cottage Grove OR 1807 E Main St,wilsont@ceteranetworks.com,,Salesforce
338346,,Colin Go,,Silver 8,colin.go@silver8capital.com,,Other
11202279,Inactive Investor,Cheryl Jones,,Vanguard Marketing Corporation,cheryl_jones@vanguard.com,,Salesforce
10646962,,Todd Young,,,todd.young@edwardjones.com,,List Import
10945207,Inactive Investor,Roberta Daugherty,,"Osaic Wealth, Inc. Colorado Springs CO 1910 Vindicator Dr",,,Salesforce
343205,,Julie Klaff,Partner,"Origami Capital Partners, Llc",julie@origamicapital.com,312-263-7800,Manual List Upload
10857811,Inactive Investor,Claude Allen,Financial Advisor,LPL Financial LLC Oxford NC 144 Main St,claude.allen@lpl.com,,Salesforce
11170221,Inactive Investor,Christopher Fuller,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10566603,,Yehor Ivanov,,,egorfrays@gmail.com,,Web Form Fillout
10846798,Inactive Investor,Juan Aguilar,Investment Executive,"Fifth Third Securities, Inc. Aurora IL 2998 Ogden Ave",juan.aguilar@53.com,,Salesforce
352166,,Jacques Galante,Partner,Leeds Equity Partners,jacques.galante@leedsequity.com,212-835-2000,Manual List Upload
9542814,,Alan Hubbard,,,nextceo@hotmail.com,,List import
227437,, -,,[[Unknown]],pokpokcan@gmail.com,,Organic Search
10813168,Inactive Investor,Nicholas Pavlis,Vice President,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
11044880,Inactive Investor,Kyle Laskie,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",kyle.laskie@ampf.com,,Salesforce
238056,, -,,[[Unknown]],r-hackmann@wiu.edu,,Organic Search
10877117,Inactive Investor,Douglas Cook,Financial Advisor,Morgan Stanley Middleton MA 35 Village Rd,doug.cook@morganstanley.com,,Salesforce
11151730,Inactive Investor,Philip Speier,,LPL Financial LLC,philip.speier@lpl.com,,Salesforce
11090110,Inactive Investor,Michael McMahon,,"Empower Financial Services, Inc Franklinville NJ Private Residence",michael.mcmahon@empower.com,,Salesforce
10767423,Inactive Investor,Jonathan Forbes,,"Stifel, Nicolaus & Company, Incorporated Denver CO 1401 Lawrence St",forbesj@stifel.com,,Salesforce
9645902,,Soumaya Aguel,,,soumaya.aguel@gmail.com,,List import
10853486,Inactive Investor,Daniel Keller,Chief Compliance Officer;President,Luma Capital,dkeller@lumacapital.com,,Salesforce
10657861,,Carson Pace,,,carson.pace@morganstanley.com,,List Import
10781274,Inactive Investor,Michelle Stebbins,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",michelle.stebbins@stifel.com,,Salesforce
11230335,Inactive Investor,Joseph Scott,,NYLIFE Securities LLC Fort Worth TX 777 Main St,jhscott@ft.newyorklife.com,,Salesforce
10753185,Inactive Investor,Matthew Feldhaus,Financial Advisor,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",matthew.feldhaus@wellsfargoadvisors.com,,Salesforce
9607251,,Milkha Singh,,,milkhajsingh@gmail.com,,List import
11138525,Inactive Investor,Keilly Cutler,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,keilly.cutler@morganstanley.com,,Salesforce
333160,,Jacqueline O'Toole,,Portfolio Strategy Group,jotoole@thepsg.com,,
11173745,Inactive Investor,Joseph Bellini,Financial Advisor,Edward Jones Maitland FL 541 E Horatio Ave,joseph.bellini@edwardjones.com,,Salesforce
10916704,Inactive Investor,Anna Matricardi,,Fidelity Brokerage Services LLC,,,Salesforce
69117,,Gregory Kuhl,Head - Global Consultant Relations,Calamos Advisors LLC,gkuhl@calamos.com,630-245-7200,
11218884,,Brian Hungarter,,,hungarterb@meetgirard.com,,Other
10867758,Inactive Investor,Kurtis Baker,Chief Compliance Officer;Managing Member;Private Wealth Manager,Certified Wealth Management & Investment LLC,kbaker@cwmi.us,,Salesforce
11222706,,Thomas Kowalczyk,,,tkowalczyk@brileywealth.com,,List Import
11030967,Inactive Investor,Kenlyn Moon,,Kovack Securities Inc. Fort Collins CO 8010 S County Road 5,kenlyn@kovacksecurities.com,,Salesforce
11116987,Inactive Investor,Janet Morris,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",janet.morris@prudential.com,,Salesforce
10839618,Inactive Investor,Frances Guerrette,Client Service Associate,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",frances.guerrette@ampf.com,,Salesforce
11063166,Inactive Investor,Kemper Arnold,Principal,"Vantage Financial Group, Inc.",karnold@vanfin.com,,Salesforce
11113708,Inactive Investor,Kirk Parker,,"Farmers Financial Solutions, LLC Woodland Hills CA 6303 Owensmouth Ave",,,Salesforce
11165382,Inactive Investor,Chelsea Cornish,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,chelsea.cornish@primerica.com,,Salesforce
10903552,Inactive Investor,Ronald Bucchi,,"Westpark Wealth Advisors, Inc. San Antonio TX 13300 Old Blanco Rd",,,Salesforce
7235,,Ben Harriott,,[[Unknown]],urbenji@protonmail.com,,Direct
9582319,,Dana Platt,,,dana@citi.com,,List import
11008895,Inactive Investor,Paul Capista,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
10934108,Inactive Investor,James Hill,,"Level Four Financial, LLC Raleigh NC 3901 Barrett Dr",,,Salesforce
11051281,Inactive Investor,Lou Athanas,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Portsmouth NH 1 Harbour Pl,lou.athanas.jr@morganstanley.com,,Salesforce
10656641,,Shahzad Shamsuddin,,,shahzad.shamsuddin@ceterafs.com,,List Import
11218055,,Linda Custer,,,linda.custer@ubs.com,,List Import
9543195,,Bob Davisson,,,bob.davisson@kreber.com,,List import
10772798,Inactive Investor,James Lee,Chief Investment Officer;Partner;Vice President;Wealth Advisor,"JFS Wealth Advisors, LLC Pittsburgh PA 6 PPG Pl",slee@jfswa.com,,Salesforce
10992236,Inactive Investor,Crystal Roudybush,,"FBL Marketing Services, LLC Marysville KS 811 Broadway",crystal.roudybush@fbfs.com,,Salesforce
11140714,Inactive Investor,Edward Blacka,Investment Advisor Representative,"Centaurus Financial, Inc. Pittsburgh PA 201 Penn Center Blvd",,,Salesforce
11049978,Inactive Investor,Daniel Auman,,"Farmers Financial Solutions, LLC Sacramento CA 2414 16th St",dauman@farmersagent.com,,Salesforce
11173777,Inactive Investor,Jacquelyn Cortright,,"Equitable Advisors, LLC Bethesda MD 7986 Old Georgetown Rd",lyn.cortright@equitable.com,,Salesforce
11079586,Inactive Investor,Douglas Getzke,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",doug.getzke@stifel.com,,Salesforce
11029092,Inactive Investor,Brian David,,PFS Investments Inc. Valencia CA 25350 Magic Mountain Pkwy,brian.david@primerica.com,,Salesforce
333156,,Michael Lynch,,BDO Wealth,mlynch@bdowealth.com,,
11136226,Inactive Investor,Kaelin Douglas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11049196,Inactive Investor,Steven Hirsch,,"Allstate Financial Services, LLC Virginia Beach VA 4867 Baxter Rd",stevehirsch@allstate.com,,Salesforce
11093322,Inactive Investor,Jacqueline Mcneil,,PFS Investments Inc. Cranford NJ 340 N Ave E,jmcneil.pdj42@primerica.com,,Salesforce
11164195,Inactive Investor,Jillian Wermling,Financial Advisor,LPL Financial LLC Whitefish MT 6336 US Hwy 93 S,jillian.wermling@lpl.com,,Salesforce
11053631,Inactive Investor,Parker Winn,Financial Advisor Assistant,LPL Financial LLC Tucson AZ 2960 N Swan Rd,parker.winn@lpl.com,,Salesforce
10837160,Inactive Investor,Michael Hillers,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",michael.hillers@wellsfargoadvisors.com,,Salesforce
1002089,Inactive Investor,Carlos Dominguez,"Co-Founder, President & Chief Investment Officer",Element Pointe Advisors,carlos@elementpointe.com, +1 786 655 9790,Database Upload
10938467,Inactive Investor,David Woods,Financial Advisor,Edward Jones Lake Isabella CA Private Residence,david.woods@edwardjones.com,,Salesforce
10812467,Inactive Investor,James Jeffries,Financial Advisor,Edward Jones Tipp City OH 223 S Garber Dr,jim.jeffries@edwardjones.com,,Salesforce
10875328,Inactive Investor,Shawn Okumura,,"Kestra Investment Services, LLC San Jose CA 1100 Lincoln Ave",,,Salesforce
10774377,Inactive Investor,Steven Below,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. College Grove TN 8780 Horton Hwy",steve.below@usbank.com,,Salesforce
11035044,Inactive Investor,Pieter Michielsen,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,pmichielsen@primerica.com,,Salesforce
11057321,Inactive Investor,Nicholas Lewis,,The Huntington Investment Company Wilmington OH Private Residence,nicholas.lewis@huntington.com,,Salesforce
9584156,,Gregory Olear,,,golear@updata.com,,List import
10955816,Inactive Investor,James Mcclarey,,Fidelity Brokerage Services LLC,,,Salesforce
10506020,,"Linda CFP® ,MBA, CDFA®",Wealth Advisor,Cetera Advisor Networks,claytonl@ceteranetworks.com,818-862-3282,List import
10951848,Inactive Investor,Nandhini Sundaram,,J.P. Morgan Securities LLC White Plains NY 134 Mamaroneck Ave,nandhini.sundaram@chase.com,,Salesforce
10386130,,William Griffith,,,wgriffith@larkinhoffman.com,,Web Form Fillout
10914924,Inactive Investor,Kasama Mancho,,J.P. Morgan Securities LLC Orlando FL 5189 S Conway Rd,kasama.a.mancho@jpmorgan.com,,Salesforce
7329245,,Guilherme Frederico,,,guisouzafred@gmail.com,,Web Form Fillout
11026935,Inactive Investor,Margaret Ward,,"Farmers Financial Solutions, LLC Oak Brook IL 900 Jorie Blvd",mward1@farmersagent.com,,Salesforce
10896937,Inactive Investor,Gilbert Mercado,Financial Advisor,Money Concepts Capital Corp Del Rio TX 100 Center Dr,gmercado@moneyconcepts.com,,Salesforce
10950811,Inactive Investor,Adolph Wedderburn,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,,,Salesforce
11183845,Inactive Investor,Kathryn Drake,,Fidelity Brokerage Services LLC,,,Salesforce
10949473,Inactive Investor,Bret Verstegen,Financial Advisor,LPL Financial LLC Kimberly WI 707 Cobblestone Ln,b.verstegen@lpl.com,,Salesforce
10870192,Inactive Investor,Peter Cocolaras,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Great Neck NY 111 Great Neck Rd",peter.cocolaras@ampf.com,,Salesforce
11072372,Inactive Investor,Bonnie Dyar,,"OneAmerica Securities, Inc. Bloomington IN 306 S State Road 446",,,Salesforce
10760234,Inactive Investor,Rudolph Tilotta,First Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,rudolph.tilotta@ubs.com,,Salesforce
9559987,,Jenny Fera,,,jennyfera@google.it,,List import
11101885,Inactive Investor,William Harris,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,waharris@ft.newyorklife.com,,Salesforce
10938743,Inactive Investor,Miguelito Reyes,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Phoenix AZ 10429 S 51st St",miguelito.reyes@tfaconnect.com,,Salesforce
10927352,Inactive Investor,Jie Sun,,Fidelity Brokerage Services LLC Denver CO 1880 S Cole St,jason.sun@fmr.com,,Salesforce
10844372,Inactive Investor,Jesse Brownfield,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roswell NM 400 N Pennsylvania Ave",jesse.brownfield@ml.com,,Salesforce
10659657,,Ryan Bartlett,,,ryan.bartlett@fidelity.com,,List Import
11220667,,Brook Hoover,,,brook@cainwatters.com,,Other
11216931,,Yolanda Ciarmatori,,,yciarmatori@nb.com,,Other
10950380,Inactive Investor,Cassandra Hunt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11175717,Inactive Investor,Nickolas Wright,Financial Advisor,Edward Jones Hilliard OH 5249 Norwich St,nick.e.wright@edwardjones.com,,Salesforce
10942229,Inactive Investor,Arshan Abid,,"Wells Fargo Clearing Services, LLC West Chester PA 999 Paoli Pike",arshan.abid@wellsfargo.com,,Salesforce
11076404,Inactive Investor,Robert Carty,Financial Professional;Investment Advisor Representative,"MML Investors Services, LLC Palm Desert CA 74710 Hwy 111",rcarty@financialguide.com,,Salesforce
11062575,Inactive Investor,Daren Lehne,,Thrivent Investment Management Inc. Appleton MN 825 N Munsterman St,daren.lehne@thrivent.com,,Salesforce
9574180,,Richard Kalkstein,,,rkalkstein@financialguide.com,,List import
10978225,Inactive Investor,Trevor Mathew,,"Osaic Institutions, Inc. West Fargo ND 901 13th Ave E",,,Salesforce
10760194,Inactive Investor,Steven Billimack,,"HighTower Securities, LLC",sbillimack@hightoweradvisors.com,,Salesforce
11064404,Inactive Investor,Robert Phelps,President;Principal,"Oarsman Capital, Inc",bphelps@oarsman.net,,Salesforce
10897032,Inactive Investor,Jennifer Bigler,Business Manager;Senior Client Service Associate,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",jennifer.bigler@raymondjames.com,,Salesforce
11173034,Inactive Investor,Sabrina Julian,,Cetera Advisor Networks LLC Murphys CA 466 Main St,julians@ceteranetworks.com,,Salesforce
11147104,Inactive Investor,Kelly Stine,,LPL Financial LLC Hagerstown MD 17301 Valley Mall Rd,kelly.stine@lpl.com,,Salesforce
10865360,Inactive Investor,Donald Vendetti,,"MML Investors Services, LLC South Dennis MA 900 Rte 134",,,Salesforce
10852936,Inactive Investor,Thomas Sanneman,Financial Advisor,LPL Financial LLC Frisco TX Private Residence,thomas.sanneman@lpl.com,,Salesforce
11090193,Inactive Investor,Britt-Louise Gilder,Founder;Member,"Gilder Partners For Growth, LLC",,,Salesforce
339578,,Mike Shepardson,,"Polen Capital Management, Llc",mshepardson@polencapital.com,156-124-12425,Manual List Upload
11137820,Inactive Investor,Brandon Geer,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,brandon.geer@gs.com,,Salesforce
10841517,Inactive Investor,Neil Kennedy,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Mobile AL 3600 Springhill Business Park",,,Salesforce
372292,,Mike Schouder,,United States,mikeschouder@gmail.com,,Salesforce
10854345,Inactive Investor,Christopher Olsgard,Partner,"Waller Financial Planning Group, Inc.",colsgard@waller.com,,Salesforce
206330,,kim li,,[Unknown],kimli001@hotmail.com,,
10612523,,Anthony Sciuto,Financial Advisor,,anthony.sciuto@ampf.com,,List Import
10854819,Inactive Investor,Stephen Garvin,Investment Advisor,Sandhill Investment Management,sgarvin@sandhill-im.com,,Salesforce
10895875,Inactive Investor,James Gibson,,NYLIFE Securities LLC Piedmont SC Private Residence,jggibson00@ft.newyorklife.com,,Salesforce
333777,,Luis Morales,Senior It Analyst,"Nautic Partners, Llc",lmorales@nautic.com,401-278-6770,Manual List Upload
11261033,Inactive Investor,Shawn Hoyt,Financial Advisor,Apella Wealth Bellevue WA 2821 Northup Way,shoyt@apellawealth.com,,Salesforce
10487555,,Allison Sterling,"Consulting Group Analyst, Vice President",Morgan Stanley,allison.sterling@morganstanley.com,,List Import
10606427,,Michael Beltre,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC",michael.beltre@tiaa.org,800-842-2733,List Import
2604499,,Ravi Kiran Sindam,,,fundbag@gmail.com,,
9589540,,David Christopher,,,dchristopher@mjcpa.com,,List import
11206389,Inactive Investor,Robert Britton,,"CFD Investments, Inc. Frankenmuth MI 140 W Tuscola St",robert.britton@cfdinvestments.com,,Salesforce
10982356,Inactive Investor,Colin Southerington,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,colin.southerington@jpmorgan.com,,Salesforce
10770058,Inactive Investor,Bryan Rodriguez,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
11002266,Inactive Investor,Carlos Di Ponio,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",,,Salesforce
11021283,Inactive Investor,Lincoln Collins,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",lincolncollins@weg1.com,,Salesforce
10385539,,berkant güney,,,brkntgny2@gmail.com,,Web Form Fillout
11113117,Inactive Investor,Michael Depaolo,,"Cambridge Investment Research, Inc. Garden City NY 825 E Gate Blvd",,,Salesforce
10807477,Inactive Investor,William Baynard,Co-Founder;Managing Director;Managing Member;Senior Portfolio Manager;Wealth Advisor,Novare Capital Management,bbaynard@novarecapital.com,,Salesforce
11165430,Inactive Investor,Gary Sullivan,Financial Advisor,LPL Financial LLC Waltham MA 40 Crescent St,gary.sullivan@lpl.com,,Salesforce
9594460,,Leland Soffel,,,leland.soffel@stewardpartners.com,,List import
11155229,Inactive Investor,Ashley Clarke,,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",ashley_clarke@navyfederal.org,,Salesforce
11096297,Inactive Investor,Erica Westfall,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",erica_westfall@ml.com,,Salesforce
10940039,Inactive Investor,Hannah Mcbroom,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
334775,,Molly Morin,Vp Assistant Treasurer,"Ipswich Investment Management Company, Inc",mmorin@ipswichinvestment.com,978-356-6333,Manual List Upload
10901647,Inactive Investor,Kellen Williams,Member;Wealth Advisor,Financial Harvest Wealth Advisors,kellen@financialharvest.com,,Salesforce
11186732,Inactive Investor,Joshua Tenzler,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
9619844,,Honza Kuze,,,enahovna@seznam.cz,,List import
10802027,Inactive Investor,Nolan Gunnell,Branch Manager;Financial Advisor;Vice President,D.A. Davidson & Co. Logan UT 1047 S 100 W,ngunnell@dadco.com,,Salesforce
9647443,,k-one seo,,,new40.seo@gmail.com,,List import
10972396,Inactive Investor,Kyle Fallon,,"Osaic FA, Inc. Madison WI 406 Science Dr",kyle.fallon@lfg.com,,Salesforce
10876745,Inactive Investor,Angelica Feeley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11170700,Inactive Investor,Yen Nguyen,,"Truist Investment Services, Inc. Springfield VA 6216 Rolling Rd",anh.nguyen@truist.com,,Salesforce
11152237,Inactive Investor,Paul Granucci,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",paul.granucci@ml.com,,Salesforce
10987894,Inactive Investor,Kaitlyn Smith,,"Farmers Financial Solutions, LLC Augusta KS 504 State St",,,Salesforce
10835839,Inactive Investor,James Turner,Assistant Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",roger.turner@wellsfargoadvisors.com,,Salesforce
10819884,Inactive Investor,James Phillips,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Washington NC 1105 W 15th St",james.w.phillips@wellsfargo.com,,Salesforce
10981847,Inactive Investor,Taylor Harwood,Manager;Partner,Crane Capital Management LLC,tharwood@cranecm.com,,Salesforce
11145840,Inactive Investor,Patrick Lonergan,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
371537,,Steven Karabin,,United States,smkarabin@gmail.com,,Salesforce
10878070,Inactive Investor,Cameron Collins,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,cameron.collins@ubs.com,,Salesforce
11096746,Inactive Investor,Jennifer Campbell,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
10957822,Inactive Investor,Megan Russell,Chief Operating Officer;Vice President,"Marotta Wealth Management, Inc.",,,Salesforce
9618302,,Bradley White,,,bwhite@cclp.com,,List import
10821372,Inactive Investor,Wayne Peterson,Financial Consultant,Thrivent Investment Management Inc. San Jose CA 2021 The Alameda,wayne.m.peterson@thrivent.com,,Salesforce
10821245,Inactive Investor,Roderic Smith,,"Raymond James Financial Services, Inc. Newport Beach CA 4770 Campus Dr",roderic.smith@raymondjames.com,,Salesforce
10845787,Inactive Investor,William Cameron,President,"Third Millennium Advisors, Inc.",wwc@tma-inc.com,,Salesforce
9567744,,Sho Wise,,,showise1@gmail.com,,List import
10929189,Inactive Investor,Elizabeth Odokara-Alade,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,elizabeth.odokaraalade@primerica.com,,Salesforce
10769076,Inactive Investor,Michelle Davenport,Assistant Vice President;Private Banker,"Wells Fargo Clearing Services, LLC Cumming GA 1729 Buford Hwy",michelle.davenport@wellsfargoadvisors.com,,Salesforce
9601682,,Michael Sansoterra,,,michael.sansoterra@silvantcapital.com,,List import
11166496,Inactive Investor,Timothy Flanagan,Agent,"MML Investors Services, LLC Charlotte NC 4350 Congress St",tflanaganjr@financialguide.com,,Salesforce
11086215,Inactive Investor,Kyle Johnson,,"Empower Financial Services, Inc",kyle.johnson@empower.com,,Salesforce
10999275,Inactive Investor,Martin Cerda,Associate;Financial Advisor,Edward Jones Longview TX 1414 Judson Rd,cerda@edwardjones.com,,Salesforce
10945493,Inactive Investor,Ana Sekulits-Santiago,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",ana.sekulits@popular.com,,Salesforce
9572957,,Jill Mastoloni,,,jill.mastoloni@surveyor-capital.com,,List import
11147098,Inactive Investor,Brian Cunningham,Private Wealth Advisor,LPL Financial LLC Myrtle Beach SC 1039 44th Ave N,b.cunningham@lpl.com,,Salesforce
11150304,Inactive Investor,Stefano Cacciola,Senior Financial Advisor,LPL Financial LLC Waterbury CT 410 Reidville Dr,stefano.cacciola@lpl.com,,Salesforce
10985416,Inactive Investor,Malcolm Ballew,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11004267,Inactive Investor,Jon-Paul Roy,Financial Advisor,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
10889482,Inactive Investor,Wade Nash,Financial Advisor,Edward Jones Coralville IA 1303 5th St,wade.nash@edwardjones.com,,Salesforce
11146987,Inactive Investor,Amanda Davis,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,amanda.davis@morganstanley.com,,Salesforce
11033508,Inactive Investor,Nicholas Durcau,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,ndurcau@primerica.com,,Salesforce
9589152,,Peter Richards,,,richardspeter07@gmail.com,,List import
5832839,,Will Lo,,,cryptonewspulse1@gmail.com,,Web Form Fillout
10647454,,Hilary Staples,,,hilary.staples@tiaa.org,,List Import
11105492,Inactive Investor,David Theiss,Chief Compliance Officer,Croak Capital,dtheiss@croakcapital.com,,Salesforce
9601371,,Gautam Nair,,,gautamnair023@gmail.com,,List import
11146689,Inactive Investor,Pedro Martinez,,"Wells Fargo Clearing Services, LLC Costa Mesa CA 301 E 17th St",pedro.d.martinez@wellsfargo.com,,Salesforce
9592242,,Bhaumik Parrkh,,,bhaumik9@hotmail.com,,List import
10788117,Inactive Investor,Amy Dowell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",amy.dowell@schwab.com,,Salesforce
10843405,Inactive Investor,Richard Rainier,,"Beaconsfield Financial Services, Inc.",richard.rainier@beaconsfieldfinancial.com,,Salesforce
9643167,,Jorge Marti,,,gmarti56@yahoo.com,,List import
10949149,Inactive Investor,Alyssa Curtis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ocean City MD 11724 Ocean Gtwy",alyssa.curtis@ml.com,,Salesforce
11097351,Inactive Investor,Kelly Gegerson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",kelly.gegerson@bofa.com,,Salesforce
10833558,Inactive Investor,Todd Tillery,Co-Owner;Director;Managing Director;Portfolio Manager;Regulatory Contact;Secretary;Treasurer,"Deane Retirement Strategies, Inc.",ttillery@deaneretire.com,,Salesforce
11036883,Inactive Investor,Michael Young,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,michael.young@primerica.com,,Salesforce
11031349,Inactive Investor,Michael Samuelson,Financial Advisor,"Ameriprise Financial Services, LLC Purchase NY 2900 Westchester Ave",michael.d.samuelson@ampf.com,,Salesforce
228329,, -,,[[Unknown]],franklcarter3@gmail.com,,
11143803,Inactive Investor,Bryan Briand,Financial Advisor,Park Avenue Securities LLC Lake Oswego OR 5 Centerpointe Dr,bryan_briand@glic.com,,Salesforce
187386,,Karen Lori,,[Unknown],lorikaren89@gmail.com,,source
10836819,Inactive Investor,Elisa Schaum,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3200 Main St NW",elisa.d.borton@ampf.com,,Salesforce
10897538,Inactive Investor,Paul Griffin,Vice President;Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,paul.griffin@morganstanley.com,,Salesforce
11220058,,Douglas Longo,,,douglas.longo@dfafunds.com,,Other
11071386,Inactive Investor,Catherine Lowery,,Morgan Stanley Minneapolis MN 225 S 6th St,catherine.lowery@morganstanley.com,,Salesforce
10977691,Inactive Investor,Daniel Smith-Castillo,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",daniel.smith-castillo@schwab.com,,Salesforce
11235699,Inactive Investor,William Pier,Associate Planner,Barton Financial Group LLC Bellville TX Private Residence,will@bfgtx.com,,Salesforce
10783270,Inactive Investor,Rebecca Hiestand,Financial Consultant,"Charles Schwab & Co., Inc. Merrillville IN 2507 Southlake Mall",becky.hiestand@schwab.com,,Salesforce
333771,,Linda Higdon,Executive Assistant,Cookson Peirce Wealth Management,lmh@cooksonpeirce.com,412-471-5320,Manual List Upload
339837,,Cristian Celis,Manager,Australis Partners (advisers) Llc,cristian.celis@australispartners.com,646-885-0406,Manual List Upload
11015304,Inactive Investor,Joseph Baker,,State Farm VP Management Corp. Oklahoma City OK 2236 W Hefner Rd,,,Salesforce
10963665,Inactive Investor,Matthew Cox,,Cetera Advisors LLC Fairview Heights IL 6001 Old Collinsville Rd,,,Salesforce
11197734,Inactive Investor,Victor Colley,Investment Advisor,Prime Capital Equities LLC,,,Salesforce
10929952,Inactive Investor,Michael Grant,Chief Executive Officer;President,22 Seven Wealth Management Inc,mgrant@22sevenwealthmgmt.com,,Salesforce
10843387,Inactive Investor,David Clark,Chief Compliance Officer;Head - Business Development;President,Astoria Portfolio Advisors LLC,,,Salesforce
10991670,Inactive Investor,Christopher Weaver,,J.P. Morgan Securities LLC Deridder LA 111 W 2nd St,chris.weaver@chase.com,,Salesforce
10857677,Inactive Investor,Bradley Clark,Chief Compliance Officer;Chief Investment Officer;Managing Member;Partner,Paladin Wealth Partners,bclark@paladinwp.com,,Salesforce
10488007,,Lucas Lawson,,"Osaic Wealth, Inc.",llawson@nfocusfinancial.com,,List Import
10915927,Inactive Investor,Andrew Bok,Financial Advisor,Edward Jones Comstock Park MI 4582 W River Dr NE,andrew.bok@edwardjones.com,,Salesforce
9578727,,Michael Halvorsen,,,michael@assetplanningservices.com,,List import
9569143,,Jamie -,,,jamietking@protonmail.com,,List import
11211788,Inactive Investor,Basil Lamastus,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",tate.lamastus@ampf.com,,Salesforce
10916625,Inactive Investor,Makinzie Stack,Relationship Manager,"Leelyn Smith, LLC",makinzie@leelynsmith.com,,Salesforce
11187627,Inactive Investor,Linda Sims,Financial Advisor,Edward Jones Waldorf MD 173 Saint Patricks Dr,linda.sims@edwardjones.com,,Salesforce
341552,,David Filippelli,Partner,Atlas Holdings Llc,dfilippelli@atlasholdingsllc.com,203-622-9138,Manual List Upload
9618640,,Bjorn Symister,,,bjorn.oso@gmail.com,,List import
10834661,Inactive Investor,Jacob Bryant,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,jacob.bryant@ubs.com,,Salesforce
242012,,Dalton Preston,Trader,Dakota Wealth Management,dpreston@dakotawm.com,,Event
9605777,,Mark Luschini,,,mluschini@janney.com,,List import
11113436,Inactive Investor,Chooi Thoe,Investment Manager,"Ameriprise Financial Services, LLC Newport Beach CA 4695 Macarthur Ct",mei.thoe@ampf.com,,Salesforce
11142698,Inactive Investor,Nicolas Rich,Financial Advisor,LPL Financial LLC El Paso TX 701 Post Oak Ct,nick.rich@lpl.com,,Salesforce
9568430,,Michele Newhouse,,,mnewhouse@wealthenhancement.com,,List import
9646693,,Anders Jørgensen,,,anders.steinsrud@gmail.com,,List import
11201607,Inactive Investor,Victor Navalta,,"Raymond James Financial Services, Inc. Palo Alto CA 703 High St",victor.navalta@raymondjames.com,,Salesforce
10905865,Inactive Investor,Samuel Mangiapane,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,,,Salesforce
11231386,Inactive Investor,Matthew Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
11035637,Inactive Investor,Patrick O'Connor,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,,,Salesforce
11031267,Inactive Investor,Gavin Jerg,Financial Professional,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",gavin.jerg@equitable.com,,Salesforce
10803594,Inactive Investor,Brinton Brafford,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mansfield OH 615 Bally Row",brinton_brafford@ml.com,,Salesforce
219509,,Aaron Weber,,[Unknown],weberaaron22@gmail.com,,
9544309,,Brian Avery,,,brian.avery@starfinancial.com,,List import
10842935,Inactive Investor,Irvin Rosenzweig,Director,"Diversified, LLC Wayne PA 985 Old Eagle School Rd",irv@diversifiedllc.com,,Salesforce
10880929,Inactive Investor,Martin Flaxman,,"The Leaders Group, Inc.",,,Salesforce
10782299,Inactive Investor,Steven Coplin,Executive Director;Family Wealth Director;Financial Advisor;Insurance Planning Director;Portfolio Manager,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,steven.coplin@morganstanley.com,,Salesforce
10812809,Inactive Investor,Leo Kehoe,,"Avantax Investment Services, Inc. Whitestone NY 16020A Willets Point Blvd",,,Salesforce
10979772,Inactive Investor,Jason Bourgeois,Financial Advisor,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",jason.bourgeois@prudential.com,,Salesforce
10922778,Inactive Investor,Marlene Dela Cruz,,PFS Investments Inc. Frederick MD 5300 Westview Dr,marlene.gonzales@primerica.com,,Salesforce
10982759,Inactive Investor,Jacob Fox,,"Paradigm Equities, Inc.",jacob@meafs.com,,Salesforce
234596,, -,,[[Unknown]],rijalsashank.11@gmail.com,,
11138408,Inactive Investor,Mark Long,Financial Representative,"Fifth Third Securities, Inc. Findlay OH 337 S Main St",mark.long@53.com,,Salesforce
11194571,Inactive Investor,Pranav Rao,Financial Advisor,"Osaic Wealth, Inc. Slingerlands NY 840 Kenwood Ave",,,Salesforce
4550784,,Jom Alina,,,bachtoldevoraiuzo8490@gmail.com, +447771007085,Web form fillout
10943948,Inactive Investor,Kimberly Weston,,Cetera Advisor Networks LLC Cromwell CT Private Residence,,,Salesforce
10979607,Inactive Investor,Rebecca Krashin,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
352848,,Lindsay Koltay,CFO,"Balance Point Capital Advisors, Llc",lkoltay@balancepointcapital.com,203-652-8250,Manual List Upload
9639918,,Kieran Cavanna,,,kc@oldfarmpartners.com,,List import
9590842,,Susan Watson,,,susan@cablehill.com,,List import
10832398,Inactive Investor,Lauren Hebert,,"Avantax Investment Services, Inc. Morgan City LA 1201 Brashear Ave",,,Salesforce
10924335,Inactive Investor,Robert Shannon,Financial Planner;Owner,Brazos Wealth Advisors LLC,,,Salesforce
10888908,Inactive Investor,David Vidaure,Financial Advisor;Regional Vice President,Public Safety Financial/Galloway,david@galloway911.com,,Salesforce
11188529,Inactive Investor,Toney Pennyamon,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,toney.pennyamon@jpmorgan.com,,Salesforce
9622366,,WOOSEOK ROH,,,spellguy@naver.com,,List import
11237926,Inactive Investor,James Lorentsen,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",jlorentsen@performancetrust.com,,Salesforce
10975165,Inactive Investor,Kelsey Bosch,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,kelseyjohnson@statefarm.com,,Salesforce
11175199,Inactive Investor,Teresa Hart,Private Client Advisor,J.P. Morgan Securities LLC Charleston WV 707 Virginia St E,teresa.hart@jpmorgan.com,,Salesforce
10838183,Inactive Investor,Patrick Oleary,Chief Investment Officer;Founder;Managing Partner;Senior Vice President,Bane O'Leary LLC,patrick@baneoleary.com,,Salesforce
11089284,Inactive Investor,Daniel Howell,,PFS Investments Inc. Salt Lake City UT 5667 S Redwood Rd,daniel.howell@primerica.com,,Salesforce
10899461,Inactive Investor,Joel Navarro,Private Banker,"Popular Securities, LLC Santurce PR Roberto H. Todd",,,Salesforce
10870797,Inactive Investor,Ariana Contessa,,Goldman Sachs & Co.,,,Salesforce
9645043,,Karina Steger,,,karinasteger@t-online.de,,List import
11119274,Inactive Investor,Janine Butterfield,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
11205959,Inactive Investor,Bradley Foy,,"Raymond James Financial Services, Inc. Wilmington DE 1011 Centre Rd",bradley.foy@raymondjames.com,,Salesforce
9573021,,Tigran Karapetian,,,tigran.karapetian@citadel.com,,List import
10765735,Inactive Investor,Monica Brightman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,monica.brightman@fidelity.com,,Salesforce
9545050,,James Hu,,,jameshu@partnervest.com,,List import
9637737,,Robert Heenan,,,robert.heenan@iuoe542funds.com,,List import
10872056,Inactive Investor,James Adkins,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10771784,Inactive Investor,William Davidson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",,,Salesforce
9616677,,Don Wyper,,,dwyper@digitalmint.io,,List import
10919938,Inactive Investor,Luke Haga,,"Wells Fargo Clearing Services, LLC Santa Barbara CA 1036 Anacapa St",luke.haga@wellsfargo.com,,Salesforce
10815223,Inactive Investor,Cheryl Kranz,Financial Advisor,Edward Jones Crystal Lake IL 650 E Terra Cotta Ave,cheryl.kranz@edwardjones.com,,Salesforce
210042,,Dr Uri Riebenfeld,,[Unknown],riburir@gmail.com,,
11128091,Inactive Investor,Saket Todi,,Goldman Sachs & Co.,saket.todi@gs.com,,Salesforce
11009426,Inactive Investor,Yanique Elliston,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,yelliston@primerica.com,,Salesforce
11168742,Inactive Investor,Marianne Bates,Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,marianne.bates@nb.com,,Salesforce
10979440,Inactive Investor,Mark Tagawa,,"Empower Financial Services, Inc Pasadena CA 300 N Lake Ave",mark.tagawa@empower.com,,Salesforce
9614370,,Felipe Valenzuela,,,feli3195@gmail.com,,List import
10856772,Inactive Investor,Rodrigo De Oliveira,Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",rodrigo.de-oliveira@raymondjames.com,,Salesforce
11125573,Inactive Investor,Jonathan Schneiderman,,"Raymond James Financial Services, Inc. Plattsburgh NY 43 Durkee St",jonathan.schneiderman@raymondjames.com,,Salesforce
11023769,Inactive Investor,Anne Luburic,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",anne.luburic@prudential.com,,Salesforce
11213458,Inactive Investor,Salamat Elahi,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",rocky.elahi@tfaconnect.com,,Salesforce
9561465,,Henry Mathieu,,,henrymathieu@gmail.com,,List import
9578766,,William Morgan,,,wmorgan@bamadvisor.com,,List import
10891053,Inactive Investor,Christopher Goudey,,Vanguard Marketing Corporation,christopher_goudey@vanguard.com,,Salesforce
9833781,,Jose Melero,,,manolo.melero@hotmail.com,,Web Form Fillout
11123865,Inactive Investor,Adrian Hall,Financial Advisor,LPL Financial LLC Waynesboro VA 222 S Wayne Ave,adrian.fridenstine@lpl.com,,Salesforce
9639011,,Derek Aspacher,,,daspacher@pfs-llc.net,,List import
10954012,Inactive Investor,Daniel Fairman,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,daniel.fairman@fmr.com,,Salesforce
10589667,,Muhamad Dila septian,,,dycallsihombing03@gmail.com,,Web Form Fillout
10895065,Inactive Investor,Michael Villani,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",mike.villani@prudential.com,,Salesforce
10754717,Inactive Investor,Michael Reid,Chief Compliance Officer;Managing Director;Partner;Senior Investment Advisor,Exchange Capital Management Inc Ann Arbor MI 303 Detroit St,mreid@exchangecapital.com,,Salesforce
9624476,,Narek Gevorgyab,,,narekg@gmail.com,,List import
9599166,,Eric Kang,,,eric@bigger.capital,,List import
372876,,Giulio Gagliano,,[Unknown],giulio.gagliano@gmail.com,,source
11152004,Inactive Investor,Stephany Horn,,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,stephany.horn@morganstanley.com,,Salesforce
10801175,Inactive Investor,Robert Yahney,Managing Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",r_yahney@ml.com,,Salesforce
11132987,Inactive Investor,Nathaniel Blanco,,LPL Financial LLC Tallahassee FL 738 E Park Ave,nathaniel.blanco@lpl.com,,Salesforce
11058509,Inactive Investor,Michael Pfenninger,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
10854122,Inactive Investor,Phi Pham,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",phillip.pham@tiaa.org,,Salesforce
10794992,Inactive Investor,Peter Johnson,Chief Compliance Officer;Founder;Owner;Principal,"PWJohnson Wealth & Legacy, LLC",peter.johnson@pwjohnson.com,,Salesforce
219218,,Thomas Thomas,,[Unknown],tvalente58@gmail.com,,Direct
9583532,,Kang Heo,,,huhriver5924@naver.com,,List import
10876893,Inactive Investor,Theodore Young,,"Raymond James Financial Services, Inc. Phoenix AZ 11811 N Tatum Blvd",ted.young@raymondjames.com,,Salesforce
11165085,Inactive Investor,Virg Thomas,Financial Advisor,LPL Financial LLC Granbury TX 201 W Pearl St,virg.thomas@lpl.com,,Salesforce
161401,,Philippe Creux,,[Unknown],philcreux@hotmail.fr,,Organic Search
9572362,,Welni Mustika,,,welnimustika@gmail.com,,List import
10774351,Inactive Investor,Deborah Langer,Client Associate,UBS Financial Services Inc. Sarasota FL 1819 Main St,deborah.renner@ubs.com,,Salesforce
235014,, -,,[[Unknown]],mcontn1979@gmail.com,,Organic Search
167591,,Chuck norris,,[Unknown],paulrdriver@gmail.com,,
10921866,Inactive Investor,Marcella Lange,Financial Advisor,Thrivent Investment Management Inc. Jamestown ND 311 1st Ave S,marcella.keith@thrivent.com,,Salesforce
10904051,Inactive Investor,Sammy Salek,,Cetera Advisors LLC Houston TX 701 N Post Oak Rd,,,Salesforce
10923322,Inactive Investor,Thomas Larson,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Fergus Falls MN 225 W Cavour Ave,thomas.larson@thrivent.com,,Salesforce
11060971,Inactive Investor,Guilian DiLeonardo,Chief Compliance Officer;Founding Partner;Wealth Advisor,Liberty One Wealth Advisors,gdileonardo@libertyonewealth.com,,Salesforce
11175064,Inactive Investor,Neal Schmaedick,Financial Advisor;Senior Vice President,Morgan Stanley Eugene OR 975 Oak St,neal.schmaedick@morganstanley.com,,Salesforce
10824222,Inactive Investor,Donald Carnaghi,Chief Compliance Officer;Financial Advisor;Managing Member,"Premier Estate Planners, LLC",don@yourplanners.com,,Salesforce
9632327,,Johnny Lee,,,johnnylee7453@gmail.com,,List import
9541922,,Len Rittberg,,,len.rittberg@pluribuslabs.com,,List import
11150482,Inactive Investor,Stephen Pontello,,"Empower Financial Services, Inc",stephen.pontello@empower.com,,Salesforce
10698422,,Ajileye Taiwo,,,gullyverajoy4@gmail.com,,Web Form Fillout
230319,, -,,[[Unknown]],jan.tan@mail.ru,,
10840185,Inactive Investor,Samnang Huot,Quality Assurance Analyst,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9552167,,Hunter Bice,,,hunter@bicefinancialholdings.com,,List import
10936725,Inactive Investor,Robert Glasgow,Chief Compliance Officer;Financial Advisor;Founder,Providence Squared LLC,morris@providencesquared.com,,Salesforce
9644976,,Charles Goochee,,,charles_goochee@yahoo.com,,List import
10863079,Inactive Investor,Laura Allen,,"M Holdings Securities, Inc. Dallas TX 901 Main St",,,Salesforce
10603723,,Seth Bernstein,"Chief Executive Officer, President",AllianceBernstein L.P.,bernfam955@aol.com,,List Import
10620155,,[Unknown],,,jdlowry1@gmail.com,,Web Form Fillout
10818054,Inactive Investor,Timothy Wacker,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,tim.wacker.cg8f@statefarm.com,,Salesforce
11184851,Inactive Investor,Victor Tassone,Chief Compliance Officer;Managing Member;Owner;President,VT Wealth Advisory LLC,,,Salesforce
9647051,,Robert Castiglione,,,rcastiglione@wnyasset.com,,List import
9415711,,Michael Lasota,,Michael Lasota,macjed18@yahoo.com,,List Import
11100498,Inactive Investor,Thomas Duncan,Chief Compliance Officer;Founder;Managing Member;President;Private Wealth Advisor,Vision Capital Partners,,,Salesforce
11009911,Inactive Investor,Caleb Gray,,J.P. Morgan Securities LLC Chicago IL 902 N State St,caleb.gray@jpmorgan.com,,Salesforce
11201910,Inactive Investor,Cody Howe,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",cody.howe@robinhood.com,,Salesforce
11261301,Inactive Investor,Leah Pattison,Financial Advisor,The AmeriFlex Group Brea CA 3 Pointe Dr,,,Salesforce
9627464,,mi young kim,,,freehead79@gmail.com,,List import
11078418,Inactive Investor,Travis Stanford,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,travis_stanford@vanguard.com,,Salesforce
11096747,Inactive Investor,Marissa Wenning,,"First Financial Securities of America, Inc. Georgetown TX 4500 Williams Dr",marissa.wenning@ffga.com,,Salesforce
11207107,Inactive Investor,Michael Boyle,,LPL Financial LLC Rapid City SD 4116 Heidiway Ct,michael.boyle@lpl.com,,Salesforce
10946412,Inactive Investor,Davis Beazer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,davis_beazer@vanguard.com,,Salesforce
11065684,Inactive Investor,Robert Farris,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",robert.farris@wellsfargoadvisors.com,,Salesforce
346881,,David Portal,Advisor Consultant,"Chiron Investment Management, Llc",david.portal@chironim.com,917-338-5082,Manual List Upload
11178508,Inactive Investor,Chad Evans,,Cetera Financial Specialists LLC Spring TX 9450 Grogans Mill Rd,,,Salesforce
11050037,Inactive Investor,James Sweeney,Financial Advisor;Managing Member,Switchpoint Financial Planning LLC,james@switchpointfinancial.com,,Salesforce
11031298,Inactive Investor,Mark Sislo,Financial Advisor,Edward Jones Plymouth MI 801 W Ann Arbor Trl,mark.sislo@edwardjones.com,,Salesforce
10996536,Inactive Investor,Matthew Brothers,,Key Investment Services LLC Denver CO 3410 E 1st Ave,matthew.brothers@key.com,,Salesforce
10880342,Inactive Investor,Ross Asher,Financial Advisor,Edward Jones Nashville TN 6518 Hwy 100,ross.asher@edwardjones.com,,Salesforce
9542775,,Ricardo Fogos,,,ricardofogos.correios@gmail.com,,List import
9543370,,Rick Boynton,,,rick.boynton@securitiesamerica.com,,List import
9594116,,eric lyons,,,elyons@signatureny.com,,List import
9549672,,Timothy Hughes,,,drthughes@gmail.com,,List import
10887599,Inactive Investor,John Weber,Financial Advisor,LPL Financial LLC Belmar NJ 1821 State Rte 71,,,Salesforce
10795591,Inactive Investor,Susan Lyle,First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",susan.lyle@ml.com,,Salesforce
9647282,,William Ruhs,,,billruhs@att.net,,List import
11165236,Inactive Investor,Ashley Gilday,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 3100 E Southlake Blvd",ashley.gilday@ml.com,,Salesforce
11049485,Inactive Investor,Mark Roberts,Financial Advisor,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",mark.roberts@wfadvisors.com,,Salesforce
11137892,Inactive Investor,Dennis Mojares,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",dennis.mojares@schwab.com,,Salesforce
11098202,Inactive Investor,Samuel Wilson,Investment Advisor;Senior Vice President,Rockefeller Financial LLC Greenwich CT 8 Sound Shore Dr,swilson@rockco.com,,Salesforce
11080811,Inactive Investor,Wade Slatniske,Financial Advisor,Edward Jones Westminster MD 79 E Main St,wade.slatniske@edwardjones.com,,Salesforce
10930445,Inactive Investor,Gina Waite,Chief Compliance Officer;Investment Advisor Representative;Partner;Principal;Regulatory Contact,GrowStrong Wealth Strategies,gina.waite@gws-mail.com,,Salesforce
10923660,Inactive Investor,Gregory Hansen,,"Charles Schwab & Co., Inc. Scranton PA 1152 Commerce Blvd",,,Salesforce
10795927,Inactive Investor,Todd Barrow,Financial Advisor,"Ameriprise Financial Services, LLC Lakeland FL 256 N Kentucky Ave",todd.barrow@ampf.com,,Salesforce
10753654,Inactive Investor,Jamie Stallings,Financial Advisor,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,,,Salesforce
10997544,Inactive Investor,Daniel Barry,Client Relationship Specialist,"Charles Schwab & Co., Inc. Scottsdale AZ 20301 N Hayden Rd",,,Salesforce
9607150,,Cherry Wong,,,wongcherry0815@yahoo.com,,List import
11146991,Inactive Investor,Ashley Warren,Senior Client Service Associate,Morgan Stanley Peachtree City GA 500 Westpark Dr,,,Salesforce
10843029,Inactive Investor,Michael Greco,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Compliance Officer;Director;Managing Partner;President,GCI Financial Group,michael.greco@gcifg.com,,Salesforce
11000505,Inactive Investor,Dianne Ballard,,Davenport & Company LLC,,,Salesforce
208308,,Sasha Shtern,,[Unknown],sasha@zerogcapital.com,,
10804351,Inactive Investor,Robert Piazza,,"Raymond James Financial Services, Inc. Dublin OH 655 Metro Pl S",robert.piazza@raymondjames.com,,Salesforce
11063234,Inactive Investor,Robert Kenney,Director;Regional Executive,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",robert.kenney@alex-brown.com,,Salesforce
11155496,Inactive Investor,George Elias,Financial Advisor,"Sorrento Pacific Financial, LLC San Rafael CA 1177 Francisco Blvd E",george.elias@mybd.com,,Salesforce
9579863,,Kimberly Chao,,,kimberly@zebracrossingam.com,,List import
67026,,Gregory Miramontes,Executive Vice President,Fisher Investments,g.miramontes@fi.com,,
10828389,Inactive Investor,Charles Mann,Chief Compliance Officer;President,Professional Financial Advisors Inc,,,Salesforce
10909092,Inactive Investor,John Mateyko,,"PeachCap Securities, Inc. Palmetto GA 9055 Selborne Ln",john.mateyko@peachcap.com,,Salesforce
6627910,,josef weiermayer,,,weiermayer1976@gmail.com,,Web form fillout
10831697,Inactive Investor,Bradley Mueller,,"ValMark Securities, Inc. Madison WI 629 Gately Ter",,,Salesforce
9606897,,Oswald Garcia,,,oswaldmlb@gmail.com,,List import
11203751,Inactive Investor,Arthur Cesar De Menezes Soares Neto,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
334366,,Colton Petty,,Mercer Global Advisors Inc.,cpetty@merceradvisors.com,,
11162139,Inactive Investor,Diana Chan,Portfolio Associate,Neuberger Berman BD LLC,diana.chiu@nb.com,,Salesforce
10871122,Inactive Investor,Frederick Ayer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 5470 S Central Blvd",,,Salesforce
9629881,,Ricardo Cullas,,,rcullas2@gmail.com,,List import
10619341,,Thomas Dougherty,,,thomas.dougherty@ms.com,,List Import
10923838,Inactive Investor,Christopher Depaola,,"MML Investors Services, LLC Youngstown OH 945 Windham Ct",cdepaola@financialguide.com,,Salesforce
9568422,,Jeff Gans,,,jeffgans1@gmail.com,,List import
221571,,Fredrik Kallioniemi,,[Unknown],fredrik@kallioniemi.se,,Paid Social
11057579,Inactive Investor,Lauren Hunter,Operations Specialist,LPL Financial LLC Williamsburg VA 5208 Monticello Ave,lauren.hunter@lpl.com,,Salesforce
234848,, -,,[[Unknown]],lv.intothehillsmgmt@gmail.com,,
10916413,Inactive Investor,Ryon Frisch,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",ryonfrisch@financialguide.com,,Salesforce
11141451,Inactive Investor,Jenny Pace,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",jenny.pace@ml.com,,Salesforce
11134847,Inactive Investor,Melissa Daniels,,"RBC Capital Markets, LLC Rocky Mount NC 4051 Capital Dr",missy.daniels@rbc.com,,Salesforce
9605535,,Ryan Mansfield,,,ryan.mansfield@blackrock.com,,List import
10849803,Inactive Investor,Louis Kin Shing Lo,,"Omni Financial Securities, Inc.",,,Salesforce
10797476,Inactive Investor,Donald Freeman,,"Cambridge Investment Research, Inc. Riverside CT 15 Wilmot Ln",,,Salesforce
10815907,Inactive Investor,Kristina Horsley,Senior Regional Leader,PFS Investments Inc. Carroll IA 322 W 3rd St,kristina.horsley@primerica.com,,Salesforce
10961415,Inactive Investor,Jason Palmgren,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
9613266,,Carly Williams,,,carly@kawa.com,,List import
10882803,Inactive Investor,Christopher Alderson,,NYLIFE Securities LLC Buffalo NY 6700 Main St,calderson@ft.newyorklife.com,,Salesforce
11062301,Inactive Investor,Travis Lowis,Financial Advisor,Edward Jones Woodstock GA 300 Parkbrooke Pl,travis.lowis@edwardjones.com,,Salesforce
10916134,Inactive Investor,Nathan Woodbury,,"Centaurus Financial, Inc. Salt Lake City UT 2225 E Murray Holladay Rd",,,Salesforce
11067756,Inactive Investor,Kate Leung,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10812406,Inactive Investor,Andrew Aspen,,First Manhattan Securities LLC,aaspen@firstmanhattan.com,,Salesforce
10656268,,Jeannette Adcock,,,jadcock@thurstonspringer.com,,List Import
11042765,Inactive Investor,Brian Guenther,,Country Capital Management Company Mount Vernon IL 411 Main St,brian.guenther@countryfinancial.com,,Salesforce
11202153,Inactive Investor,Laura Parker,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Austin TX 11675 Jollyville Rd",laura.parker@ampf.com,,Salesforce
346256,,Suzanne Leblanc,"Vice President, Engineering, Construction",Axium Infrastructure Us Inc.,sleblanc@axiuminfra.com,646-449-9058,Manual List Upload
11076383,Inactive Investor,Brandon Billings,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",brandon.billings@ml.com,,Salesforce
9584468,,Karl Tresner,,,karl.tresner@fmr.com,,List import
97962,,Kaio Loi,,United States,kaio.fantasy@gmail.com,,
10987551,Inactive Investor,Melissa Crews,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 15169 N Scottsdale Rd",,,Salesforce
11032621,Inactive Investor,Caitlin Kornblum,Client Service Associate,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",caitlin.kornblum@raymondjames.com,,Salesforce
10994266,Inactive Investor,Jose Huerta-Mendez,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
10861579,Inactive Investor,Pablo Alvarez,,VectorGlobal WMG,,,Salesforce
10933037,Inactive Investor,Shannon Schatzman,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11207374,Inactive Investor,James Spelich,,"Raymond James Financial Services, Inc. Peru IL 1206 Shooting Park Rd",james.spelich@raymondjames.com,,Salesforce
10949053,Inactive Investor,Steven Schultze,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10871716,Inactive Investor,Shawn Haynes,,Craft Capital Management LLC,shaynes@craftcm.com,,Salesforce
332649,,Brian William Chung,,TBD,brianwchung@gmail.com,7209389754,
11129182,Inactive Investor,Aaron Lohn,Financial Advisor,Edward Jones Quincy CA 230 Main St,aaron.lohn@edwardjones.com,,Salesforce
11194768,Inactive Investor,Michael Pate,Investment Advisor Representative,J. Murphy Asset and Tax Management,michael@jmurphytax.com,,Salesforce
11030264,Inactive Investor,Steven Lentz,Chief Compliance Officer;General Counsel,Okabena Investment Services Inc,slentz@okabena.com,,Salesforce
10967766,Inactive Investor,Jacqueline Flores,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11134266,Inactive Investor,Lance Steinke,,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",lance.steinke@wfafinet.com,,Salesforce
9568497,,Thomas Wells,,,tom@portlandglobal.com,,List import
11113834,Inactive Investor,Travis Cruger,,"Next Financial Group, Inc. Corpus Christi TX 800 N Shoreline Blvd",,,Salesforce
345372,,Neal Scott,"Managing Member, Head Of The Investment Committee & Chief Compliance Officer",Brookmont Capital Management,sbegando@brookmont.com,214-953-0190,Manual List Upload
10902049,Inactive Investor,Esther Inyang,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Racine WI 4930 Douglas Ave,esther.e.inyang@jpmorgan.com,,Salesforce
10952355,Inactive Investor,William Geasey,,NYLIFE Securities LLC Portsmouth RI 283 Carriage Dr,wgeasey@ft.newyorklife.com,,Salesforce
10891708,Inactive Investor,Andrew Bateman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",andrew.bateman@ml.com,,Salesforce
10796001,Inactive Investor,Debra Hackelgostas,,"MML Investors Services, LLC Neenah WI 1977 American Dr",dahackel-gostas@financialguide.com,,Salesforce
10954058,Inactive Investor,Madison Wallgren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10918353,Inactive Investor,Steve Abramowicz,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 1025 Westhaven Blvd",steven.abramowicz@ampf.com,,Salesforce
9581647,,Francis Phillips,,Fisher Investments,f.phillips@fi.com,,List import
9596811,,Elsie Russell,,,russee2@gmial.com,,List import
11181880,Inactive Investor,Cynthia Schlitter,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",cynthia.schlitter@wellsfargoadvisors.com,,Salesforce
11170586,Inactive Investor,Munish Dhall,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11089818,Inactive Investor,Michael Ott,Managing Partner;Owner;Senior Financial Consultant,Summit Wealth Strategies,mott@swsllc.com,,Salesforce
9584651,,Simon Farrant,,,simon_farrant@me.com,,List import
10658222,,Alfredo Robelo,,,alfredorobelo@primerica.com,,List Import
10868505,Inactive Investor,Jason McGlynn,Financial Advisor,Edward Jones Grand Junction CO 136 N 7th St,jason.mcglynn@edwardjones.com,,Salesforce
11018965,Inactive Investor,Ian Mindas,Registered Client Service Associate,"Osaic Wealth, Inc. Trenton NJ 2277 Hwy 33",,,Salesforce
10756746,Inactive Investor,Graziano Spagnolo,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",graziano.spagnolo@ml.com,,Salesforce
10922889,Inactive Investor,Brandon Marshall,Financial Advisor,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",brandon.marshall@ampf.com,,Salesforce
23063,,Douglas Bratton,"Limited Partner, CEO, President","Crestline Management, L.p.",dbratton@crestlineinc.com, +1 817 339 7600,Manual List Upload
11043052,Inactive Investor,Kristine Birkholz,Financial Advisor,Edward Jones Onalaska WI 1027 Riders Club Rd,kris.birkholz@edwardjones.com,,Salesforce
10916837,Inactive Investor,Evan Garfola,Registered Client Associate,Edward Jones Winchester VA 1705 Amherst St,,,Salesforce
9564781,,Paasco Barone Jr,,,magnam@verizon.net,,List import
10798534,Inactive Investor,Ellice Papp,Senior Vice President - Wealth Management,UBS Financial Services Inc. Palo Alto CA 775 Page Mill Rd,ellice.papp@ubs.com,,Salesforce
9647839,,Kraig Rehkemper,,,kraig.rehkemper@ceterafs.com,,List import
10864092,Inactive Investor,Kyle Thomas,,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",kthomas@greatvalleyadvisors.com,,Salesforce
11159378,Inactive Investor,Gabriela Duarte Ribeiro,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9558769,,Matthew Henry,,,mhenry@sagepointadvisor.com,,List import
9593588,,Michael Jefferson -,,,410icey@gmail.com,,List import
11031709,Inactive Investor,Nash Jackson,Financial Advisor,Robert W. Baird & Co. Incorporated Columbus IN 380 Plaza Dr,njackson@rwbaird.com,,Salesforce
10810902,Inactive Investor,Patricia Philmon,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Charles LA 2020 Country Club Rd",patricia_philmon@ml.com,,Salesforce
10960808,Inactive Investor,Joseph Sanfratello,,"Allstate Financial Services, LLC Perkasie PA 1000 E Walnut St",josephsanfratello@allstate.com,,Salesforce
9045356,,[Unknown],,,kcaruso@riverparkfunds.com,,Web form fillout
235659,, -,,[[Unknown]],igman061@gmail.com,,
10854490,Inactive Investor,Susan Griffin,Private Wealth Advisor,"Synovus Securities, Inc. Huntsville AL 301 Washington St NW",susangriffin@synovus.com,,Salesforce
9615012,,Dean Rubino,"Chief Compliance Officer, Chief Investment Officer, Manager, Managing Partner",Kelly Park Investment LLC,drubino@kellyparkcapital.com,212-710-4111,List import
217843,,jaeil Park,,[Unknown],jaeil12154@gmail.com,,
10895466,Inactive Investor,Jeffrey Kemp,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",jeffrey.kemp@ampf.com,,Salesforce
9607883,,Rudy Mendoza,,,argmend@gmail.com,,List import
11211095,Inactive Investor,Dominec Yanniello,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",dominec.yanniello@wellsfargoadvisors.com,,Salesforce
11146979,Inactive Investor,Coty Schade,,Morgan Stanley Sarasota FL 2 N Tamiami Trl,,,Salesforce
9555396,,Robert Gerber,,,rgerber@ayco.com,,List import
10864276,Inactive Investor,Javier Ortiz,,"Allstate Financial Services, LLC Coral Springs FL 11764 W Sample Rd",javierortiz@allstate.com,,Salesforce
11192599,Inactive Investor,Marianne Witte,Portfolio Manager,"Hudson Value Partners, LLC Morristown NJ 177 Madison Ave",mwitte@hudsonvaluepartners.com,,Salesforce
9573482,,James Shifren,,,james@bucklandpartners.com,,List import
11118493,Inactive Investor,Shara Archuleta,,PFS Investments Inc. Meridian ID 1404 N Main St,sarchuleta.lgfr6@primerica.com,,Salesforce
10658632,,Catherine Plate,,,catherine.plate@nm.com,,List Import
10940826,Inactive Investor,Philip Barrington,Financial Advisor,Edward Jones Spring TX 5525 Louetta Rd,philip.barrington@edwardjones.com,,Salesforce
9542668,,CASEY GIBBONS,,,casey@buildwithnewco.com,,List import
11202625,Inactive Investor,Alex Peterson,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,,,Salesforce
9566011,,Michael Lewis,,,michael.lewis.133@fmr.com,,List import
10918656,Inactive Investor,Steven Burgess,,PlanMember Securities Corporation Jamesville NY Private Residence,,,Salesforce
10942477,Inactive Investor,Andrew Wilson,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,drew.wilson@fmr.com,,Salesforce
10596649,,Mike McCracken,,,mike.mccracken@hotmail.com,,Web Form Fillout
11255364,Inactive Investor,Stephanie Bailey,Associate Advisor;Lead Advisor,NorthAvenue LLC,stephanie@northavenuefa.com,,Salesforce
11039652,Inactive Investor,Robert Lang,,"Kestra Investment Services, LLC Saint Charles MO 2091 Collier Corporate Pkwy",,,Salesforce
10827997,Inactive Investor,Kathleen White,,"St. Bernard Financial Services, Inc. Ventura CA Private Residence",kathleen.white@stbernardfinancial.com,,Salesforce
10915518,Inactive Investor,Neal Feigelman,,Stonex Securities Inc. Hermosa Beach CA 501 Herondo St,neal.feigelman@saswealth.com,,Salesforce
11210328,Inactive Investor,David Hanas,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",david_e_hanas@ml.com,,Salesforce
11085316,Inactive Investor,Brian Keach,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Roswell GA 1490 Holcomb Bridge Rd",brian.keach@wellsfargo.com,,Salesforce
11033590,Inactive Investor,Paul Lexner,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",paul.lexner@equitable.com,,Salesforce
10804423,Inactive Investor,William Winandy,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9570413,,John McDowell,,,jmcdowell@massmutual.com,,List import
373165,,Eric Taylor,,[Unknown],etaylr5@aol.com,,source
1005217,Inactive Investor,Daniel McAuley,,Faire,dmcauley4@gmail.com,,3rd Party Lead Gen
10888140,Inactive Investor,Stephen Graham,Managing Director,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
77212,,Earl Newsome,"President, Secretary, Director","Cambridge Financial Group, Inc.",enewsome@cpgnet.com,614-457-1530,Manual List Upload
11038320,Inactive Investor,Lia Schulman,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,lia.schulman@morganstanley.com,,Salesforce
9543255,,Robert Williams,,,rwilliams@kaynecapital.com,,List import
241719,,Qi Wang,,[Unknown],1021693210@qq.com,,source
10987302,Inactive Investor,Steven Catania,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,scatania@primerica.com,,Salesforce
10941731,Inactive Investor,Travis Bloom,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",travis.bloom@prudential.com,,Salesforce
11136786,Inactive Investor,Richard Miller,,"Avantax Investment Services, Inc. Wilmington DE 615 W 18th St",millerr5@myavantax.com,,Salesforce
11238151,Inactive Investor,Colleen Morris,,PTAM,cmorris@ptam.com,,Salesforce
11064035,Inactive Investor,Larry Coltin,Financial Advisor,LPL Financial LLC Palmdale CA Private Residence,larry.coltin@lpl.com,,Salesforce
11012556,Inactive Investor,Bryan Joyce,,"Prudential Annuities Distributors, Inc",bryan.joyce@prudential.com,,Salesforce
9582695,,Eric Froyen,,,efroyen@financialguide.com,,List import
11120492,Inactive Investor,David Figarelli,Investment Advisor Representative;Regional Leader,PFS Investments Inc. Bensenville IL 331 S York Rd,david.figarelli@primerica.com,,Salesforce
10916814,Inactive Investor,Marisa Fugate,,"Avantax Investment Services, Inc. Campbell CA 591 W Hamilton Ave",,,Salesforce
11184372,Inactive Investor,Robert Diamond,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",rdiamond@massmutual.com,,Salesforce
9598659,,Kirk Sheldon,,,ksheldon@capitalfinancialmgt.com,,List import
10784223,Inactive Investor,Peter Venetos,Financial Advisor;Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,peter.venetos@jpmorgan.com,,Salesforce
10865234,Inactive Investor,Kimberly Hagan,,"Wells Fargo Clearing Services, LLC Cypress TX 17802 Spring Cypress Rd",,,Salesforce
10903036,Inactive Investor,Michael Gaudino,,"Hornor, Townsend & Kent, LLC Lancaster PA 1525 Oregon Pike",mgaudino@htk.com,,Salesforce
9594692,,Genevieve Eliasz,,,geliasz@hightoweradvisors.com,,List import
10494095,,Raymond Lam,,Coinbase,raymond.lam@coinbase.com;,,List import
10966316,Inactive Investor,Rush Harding,,"Carty & Company, Inc.",bharding@cartyco.com,,Salesforce
10925163,Inactive Investor,Jacob Haas,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10947790,Inactive Investor,Richard Toman,,"Allstate Financial Services, LLC Katy TX 414 Park Grove Ln",richardtoman@allstate.com,,Salesforce
10947536,Inactive Investor,Richard Carver,Financial Advisor,Edward Jones Osage Beach MO 1026 Palisades Blvd,dylan.carver@edwardjones.com,,Salesforce
11000612,Inactive Investor,Garrett Balsick,,"Osaic Wealth, Inc. Calhan CO 506 Golden St",,,Salesforce
10794746,Inactive Investor,Philip Rabinovich,Managing Member;Managing Partner,RMR Wealth Management,prabinovich@rmrwm.com,,Salesforce
11082356,Inactive Investor,Richard Patton,Financial Advisor;Representative,Edward Jones Missouri City TX 9029 Hwy 6,richard.patton@edwardjones.com,,Salesforce
10859004,Inactive Investor,Mauricio Beltran,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",mauricio.beltran@nm.com,,Salesforce
10948603,Inactive Investor,Kenneth Speight,,"Grove Point Investments, LLC Chesapeake VA 505 Independence Pkwy",,,Salesforce
9567219,,Laurie Swenson,,,laurie.swenson@morganstanley.com,,List import
9551846,,Lawrence Talpins,,,ltalpins@garnetnyc.com,,List import
9645417,,Scott Gorran,,,sgorran@drwholdings.com,,List import
10874687,Inactive Investor,Patrick Perry,Financial Advisor,"Synovus Securities, Inc. Savannah GA 7402 Hodgson Memorial Dr",patrickperry@synovus.com,,Salesforce
9604009,,ROBERT ZAGOTTA,,,bobby.zagotta@bitstamp.net,,List import
10998692,Inactive Investor,Joshua Lorando,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,josh.lorando.mrsh@statefarm.com,,Salesforce
10811731,Inactive Investor,Michael Terry,,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",michael.terry@wellsfargoadvisors.com,,Salesforce
10898146,Inactive Investor,William Brady,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",w.brady@wfafinet.com,,Salesforce
11295173,,Yahya Mohamed,,,yaslamyare8@gmail.com,,Web Form Fillout
10757356,Inactive Investor,Sue Badgley,Associate Vice President;Senior Client Relationship Manager,Rockefeller Financial LLC San Diego CA Private Residence,sbadgley@rockco.com,,Salesforce
11074979,Inactive Investor,Mitchell Work,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",mitchell.s.work@wellsfargoadvisors.com,,Salesforce
374541,,Kirk Chisholm,President,Innovative Advisory Group,kirk@innovativewealth.com,781-577-2782,Manual List Upload
341812,,Paul Zetterberg,"Analyst, Corporate Advisory","Kb Financial Partners, Llc",pzetterberg@kbfcllc.com,609-514-4700,Manual List Upload
9618918,,Alexander Gates,,,alex@claytonpartners.com,,List import
9612496,,John Sitarz,,,jsitarz@harrisassoc.com,,List import
11058140,Inactive Investor,Isaac Monell,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",isaac.monell@truist.com,,Salesforce
10021950,,Hasan Özgün TOK,,,tokhozgun@gmail.com,,Web Form Fillout
11090768,Inactive Investor,Michael Roorda,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Rochester NY 35 Celebration Dr",michael.roorda@tiaa.org,,Salesforce
9575407,,Kathy Anne Lobue,,,klobue@gleneagleadv.com,,List import
10852682,Inactive Investor,Edward Malakoff,Chief Compliance Officer;Principal,Helm Capital Management,esmalakoff@helmcapitalmanagement.com,,Salesforce
10785450,Inactive Investor,Bryan Callaghan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11077000,Inactive Investor,Colton Crump,,Key Investment Services LLC Catskill NY 245 W Bridge St,colton.crump@key.com,,Salesforce
9550732,,Kat Harris,,,notreallykatherine@gmail.com,,List import
9594866,,Rhonda Thomas,,,rhonda@bakerstreetadvisors.com,,List import
11073367,Inactive Investor,Christian Trent,Branch Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Winchester VA 117 N Braddock St",christian.trent@wellsfargoadvisors.com,,Salesforce
11017245,Inactive Investor,Brittany Traub,Financial Planning Analyst,"Ameriprise Financial Services, LLC Minneapolis MN 3601 W 76th St",brittany.traub@ampf.com,,Salesforce
10804658,Inactive Investor,Samuel Templeton,Division Leader;Vice President,PFS Investments Inc. Watkinsville GA 3651 Mars Hill Rd,samuel.templeton@primerica.com,,Salesforce
9578921,,Lou Leone,,,louis.leone@gmail.com,,List import
10845695,Inactive Investor,David Rutkowski,,Lincoln Investment Syracuse NY 3532 James St,drutkowski@lincolninvestment.com,,Salesforce
9616047,,sam sam,,,sgudek2@yahoo.com,,List import
11031607,Inactive Investor,Albert Lussier,Financial Advisor,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",aj.lussier@prudential.com,,Salesforce
10986331,Inactive Investor,Jonathan Sy,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,,,Salesforce
204682,,Max Straatman,,[Unknown],maxstraatman@hotmail.com,,
11191598,Inactive Investor,Joel Mccalister,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",joel.mccalister@ml.com,,Salesforce
11035132,Inactive Investor,Maria Doukas,,LPL Financial LLC Smithfield RI 1005 Douglas Pike,maria.doukas@lpl.com,,Salesforce
11207856,Inactive Investor,Derrick Hilts,Financial Advisor,Morgan Stanley Brea CA 10 Pointe Dr,derrick.hilts@morganstanley.com,,Salesforce
10489174,,Qiliang Zhu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",qiliang.zhu@tfaconnect.com,510-579-2484,List Import
11027165,Inactive Investor,John Wallbrink,Financial Advisor,NWF Advisory Services Inc Campbell CA 55 N 3rd St,,,Salesforce
10940511,Inactive Investor,Travis Bremner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11193795,Inactive Investor,Martin Parrado,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami Beach FL 1414 Alton Rd",martin.parrado@ml.com,,Salesforce
11093382,Inactive Investor,John Thomas,,"Kestra Investment Services, LLC",,,Salesforce
10841043,Inactive Investor,Rachel Jennison,Chief Compliance Officer;Principal,"Paysse Jennison Financial Advisors, Paysse Jennison Mercer Island WA 9311 SE 36th St",rachel@payssejennison.com,,Salesforce
10656814,,Raymond Rodriguez,,,raymond.rodriguez@lpl.com,,List Import
10998582,Inactive Investor,Joseph Yanaitis,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10820240,Inactive Investor,Paul Murray,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",paul.d.murray@ml.com,,Salesforce
11151094,Inactive Investor,Melissa Masiello,,"World Investments, Inc.",,,Salesforce
140907,,Roger Torriero,,"Griffin Holdings, Inc.",rtorriero@griffinholdings.net,9494979000,
10937991,Inactive Investor,Luke Gandolfi,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,lgandolfi@ft.newyorklife.com,,Salesforce
10955040,Inactive Investor,Lingzhi Zhang,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10984176,Inactive Investor,Ye Liu,Investment Advisor,"Uplift Investing, Inc Orinda CA Private Residence",ye@upliftinvesting.com,,Salesforce
11031948,Inactive Investor,Caroline Baron,,TradeWeb L.L.C,caroline.baron@tradeweb.com,,Salesforce
11028400,Inactive Investor,Brenda McQueen,,Country Capital Management Company,brenda.mcqueen@countryfinancial.com,,Salesforce
10981220,Inactive Investor,Amber Rainbolt,,"Charles Schwab & Co., Inc. Atlanta GA 3314 Peachtree Rd NE",,,Salesforce
9575685,,Cyrus Kiani,,,cyrus.kiani@securitiesamerica.com,,List import
10881441,Inactive Investor,Joshua Benavente,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 5041 Bayou Blvd",joshua.benavente@ml.com,,Salesforce
242582,,Francesco Saluto,CFO-HRO,[Unknown],fsaluto@camozzi.com.cn,8.61522E+12,Database Upload
11207581,Inactive Investor,Jennifer Owen Wnuk,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,jennifer.wnuk@ubs.com,,Salesforce
10838843,Inactive Investor,Brian Heese,Financial Advisor,"Ameriprise Financial Services, LLC Lincoln NE 3201 Pioneers Blvd",brian.s.heese@ampf.com,,Salesforce
10488912,,Britney Turk,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,britney.n.turk@jpmorgan.com,,List Import
11054035,Inactive Investor,Elliot Kallen,Chief Compliance Officer;Owner;Partner;President,"Prosperity Financial Group, Inc.",elliot@prosperityfg.com,,Salesforce
10814150,Inactive Investor,Lauren Howell,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,lauren.howell@morganstanley.com,,Salesforce
10793577,Inactive Investor,Shelly Skluzak-Goetz,,NYLIFE Securities LLC Sioux Falls SD 5613 S Culbert Ave,sskluzak@ft.newyorklife.com,,Salesforce
10830584,Inactive Investor,Richard Kaufmann,Financial Advisor,LPL Financial LLC Kansas City KS 10205 Leavenworth Rd,scott.kaufmann@lpl.com,,Salesforce
11050667,Inactive Investor,Paul Gassel,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",pgassel@massmutual.com,,Salesforce
11115247,Inactive Investor,Kay Lewis,,State Farm VP Management Corp. Martinsburg WV 1885 Edwin Miller Blvd,,,Salesforce
9550717,,stephen murray,,,selectcontractorsinc@msn.com,,List import
11190513,Inactive Investor,Sebastian Heidgger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",sebastian.heidgger@schwab.com,,Salesforce
10830031,Inactive Investor,Blake Rawson,Financial Advisor,LPL Financial LLC Hudson OH 89 1 St St,blake.rawson@lpl.com,,Salesforce
10902995,Inactive Investor,Jordan Cellucci,Customer Service Associate,Morgan Stanley Worcester MA 100 Front St,,,Salesforce
10868298,Inactive Investor,Anna Borg,,"Avantax Investment Services, Inc. Lubbock TX 3305 81st St",,,Salesforce
10951046,Inactive Investor,Andrew Kleykamp,,"Allstate Financial Services, LLC Richmond KY 2161 Lexington Rd",andrewkleykamp@allstate.com,,Salesforce
11032618,Inactive Investor,Dylan Presnal,Financial Planning Analyst,"Ameriprise Financial Services, LLC Marlborough MA Private Residence",dylan.presnal@ampf.com,,Salesforce
11058110,Inactive Investor,Dave Lepeau,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,dave.lepeau@fidelity.com,,Salesforce
11168398,Inactive Investor,Tennelle Nickel,,"Raymond James Financial Services, Inc. Medford OR 4451 Brown Ridge Ter",tennelle.nickel@raymondjames.com,,Salesforce
10895978,Inactive Investor,Jeremy Bates,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,jeremy.bates@jpmorgan.com,,Salesforce
10919576,Inactive Investor,Edward Clewell,,"Raymond James Financial Services, Inc. Bethlehem PA 2005 City Line Rd",edward.clewell@raymondjames.com,,Salesforce
11164189,Inactive Investor,Ty Hodges,,LPL Financial LLC San Antonio TX 211 N Loop 1604 E,ty.hodges@lpl.com,,Salesforce
11065313,Inactive Investor,Angela Green,,Riedl First Securities Company of Kansas,,,Salesforce
10808390,Inactive Investor,Albert Silvestri,,"Raymond James Financial Services, Inc. Trenton NJ 1540 Kuser Rd",al.silvestri@raymondjames.com,,Salesforce
11105175,Inactive Investor,Anthony Palanza,Financial Advisor,LPL Financial LLC Nashua NH 34 Broad St,anthony.palanza@lpl.com,,Salesforce
11026912,Inactive Investor,April Taylor,Supervisor,Morgan Stanley Baltimore MD 1300 Thames St,april.taylor@morganstanley.com,,Salesforce
9618055,,Jason Kish,,,jkish@prospector.net,,List import
9610271,,Catalina Bajenaru,,,bajenaru@yahoo.com,,List import
10760355,Inactive Investor,Richard Glasebrook,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,rglasebrook@nb.com,,Salesforce
10646624,,John Herpers,,,john_herpersjr@ml.com,,List Import
11055297,Inactive Investor,Susan Torrisi,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,susan.torrisi@gs.com,,Salesforce
11198828,Inactive Investor,Jose Machado,,Citigroup Global Markets Inc.,jose.machado@citi.com,,Salesforce
10992388,Inactive Investor,Eric Mooney,,"Osaic Wealth, Inc. Barrington IL 1 Executive Ct",,,Salesforce
10489178,,Irma Sandoval,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",irma.sandoval@tfaconnect.com,915-727-1360,List Import
11100882,Inactive Investor,Mark Miller,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Lending Specialist;Managing Director;Senior Portfoli,Morgan Stanley New York NY 399 Park Ave,mark.i.miller@morganstanley.com,,Salesforce
11138268,Inactive Investor,Luz Malayery,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,lucy.malayery@primerica.com,,Salesforce
11253929,Inactive Investor,Haden Mccarey,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",haden.mccarey@nm.com,,Salesforce
10760677,Inactive Investor,Jeffrey Anderton,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Camp Hill PA 80 Bar South Dr",jeffrey.anderton@schwab.com,,Salesforce
1001837,Inactive Investor,Jon Hemingway,CEO,Progeny 3,jon.hemingway@progenythree.com, +1 206 654 3619,Database Upload
9544772,,Mark Christenson,,,mark.christenson@sovos.com,,List import
9648163,,Young Ngo,,,young.ngo@gmail.com,,List import
10829332,Inactive Investor,Robert Polk,,"American Portfolios Financial Services, Inc. Melville NY 35 Pinelawn Rd",rpolk@americanportfolios.com,,Salesforce
10656465,,Kimberly Gill,,,kimberly_gill@ml.com,,List Import
10843739,Inactive Investor,Eileen Ohnell,Chief Compliance Officer;President,"Night Owl Capital Management, LLC Greenwich CT 102 Parsonage Rd",eileen@nightowlcapital.com,,Salesforce
11148490,Inactive Investor,Robert Murdock,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rmurdock@tiaa-cref.org,,Salesforce
9624135,,Fare F,,,fares@faresx2.club,,List import
10813992,Inactive Investor,Michael Balota,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10972741,Inactive Investor,Chaityanilesh Shah,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10759024,Inactive Investor,Connie McLaughlin,Financial Advisor,LPL Financial LLC Denton TX Private Residence,connie.mclaughlin@lpl.com,,Salesforce
10777599,Inactive Investor,Paul Pettersen,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",,,Salesforce
10794358,Inactive Investor,Shonn Rutledge,Practice Manager;Registered Client Service Associate,"Ameriprise Financial Services, LLC Clearwater FL 28100 US Hwy 19 N",shonn.rutledge@ampf.com,,Salesforce
11085877,Inactive Investor,Amrithavalli Murali,,"Wells Fargo Clearing Services, LLC Somerville NJ 3190 US Hwy 22",amrithavalli.murali@wellsfargo.com,,Salesforce
10616290,,Steven Porter,,,steven_k_porter@ml.com,,List Import
11192003,Inactive Investor,Maria Clarke,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,maria.clarke@jpmorgan.com,,Salesforce
10850465,Inactive Investor,Joseph Crowther,Vice President,"Christensen, King & Associates Investment Services, Inc.",joe@ckacpa.com,,Salesforce
10884161,Inactive Investor,Charles Crook,Branch Auditor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
5137722,,kolo momo,,,rayoy80347@kaimdr.com,,Web Form Fillout
9636996,,Paul Carlisle,,,pcarlisle@whummer.com,,List import
9545638,,Gurcharan Soni,,,jsoni@ft.newyorklife.com,,List import
10977153,Inactive Investor,Haley Bjorklund,Finance Associate;Financial Advisor,"Ameriprise Financial Services, LLC Phoenix AZ 5010 E Warner Rd",haley.bjorklund@ampf.com,,Salesforce
9577118,,Aleksandr Spencer,,,aspencer@bogartwealth.com,,List import
10827095,Inactive Investor,Russ Stallings,Financial Advisor,Edward Jones Denver CO 2535 S Lewis Way,russ.stallings@edwardjones.com,,Salesforce
11080397,Inactive Investor,Thomas Fallon,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,tom.fallon@ubs.com,,Salesforce
10858640,Inactive Investor,Elizabeth Weast,Financial Advisor,Edward Jones Charlotte NC 2115 Southend Dr,beth.weast@edwardjones.com,,Salesforce
11023691,Inactive Investor,Yanina Cutsail,,"Allstate Financial Services, LLC Frederick MD 1201 N East St",cliffwright@allstate.com,,Salesforce
10979158,Inactive Investor,Jody Zellner,Financial Advisor,LPL Financial LLC Clearwater FL 2454 N McMullen Booth Rd,jody.zellner@lpl.com,,Salesforce
10836442,Inactive Investor,Scott Arentsen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,scott.arentsen@ubs.com,,Salesforce
10762351,Inactive Investor,Chad Levy,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,chad.levy@morganstanley.com,,Salesforce
10833655,Inactive Investor,Anthony Spatichia,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",aspatichia@financialguide.com,,Salesforce
11080992,Inactive Investor,Meagan Calvert,,UBS Financial Services Inc. Saint Petersburg FL Private Residence,,,Salesforce
11165015,Inactive Investor,Ben Joyce,Financial Advisor;Investment Officer;Portfolio Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Bellingham WA 23 Bellwether Way",ben.joyce@wellsfargoadvisors.com,,Salesforce
77874,,jon held,,United States,jonheld60@gmail.com,,
9576924,,Adam Adam,,,risingfirst@gmail.com,,List import
11191992,Inactive Investor,Zachary Calahan,,J.P. Morgan Securities LLC Boston MA 160 Federal St,zachary.calahan@jpmorgan.com,,Salesforce
10886925,Inactive Investor,Joseph Kevlin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9544411,,Randall Fairley,,,randall.fairley@yahoo.com,,List import
10888194,Inactive Investor,John Alstadt,,"St. Bernard Financial Services, Inc.",john.alstadt@stbernardfinancial.com,,Salesforce
10816418,Inactive Investor,Todd Mezrah,,"Lion Street Financial, LLC Tampa FL 5690 W Cypress St",tmezrah@lionstreet.com,,Salesforce
11174970,Inactive Investor,Sharon Killion,,"Cambridge Investment Research, Inc. Dallas TX 6440 N Central Expy",,,Salesforce
11146989,Inactive Investor,Charlotte Painter,Private Wealth Management Associate;Wealth Management Associate,Morgan Stanley Salt Lake City UT 60 E South Temple,charlotte.painter@morganstanleypwm.com,,Salesforce
11104758,Inactive Investor,John Mcphillips,Financial Advisor,"Raymond James & Associates, Inc. San Antonio TX 401 E Sonterra Blvd",john.mcphillips@raymondjames.com,,Salesforce
11113822,Inactive Investor,Diane Kemp,,State Farm VP Management Corp. Vicksburg MS 1221 Clay St,,,Salesforce
10810859,Inactive Investor,Aida Garibay,,PFS Investments Inc. Redwood City CA 611 Veterans Blvd,aida.garibay@primerica.com,,Salesforce
374424,Inactive Investor,Yo Sparrowgrove,,"Ameriprise Financial Services, LLC",yo.c.sparrowgrove@ampf.com,612-678-5907,Salesforce
10936247,Inactive Investor,John Schooler,,Cetera Advisor Networks LLC San Diego CA 7922 Entrada de Luz W,,,Salesforce
10821460,Inactive Investor,Jeanne Weaver,,Nationwide Planning Associates Inc.,jweaver@nationwideplanning.com,,Salesforce
11144680,Inactive Investor,John Kent,,"Truist Investment Services, Inc. Jupiter FL 150 S US Hwy 1",john.kent@truist.com,,Salesforce
9580702,,Kevin Koski,,,kevin@carlsoncap.com,,List import
10841227,Inactive Investor,Richard Schmoll,Financial Associate,Thrivent Investment Management Inc. Saint Louis MO 12300 Old Tesson Rd,nate.schmoll@thrivent.com,,Salesforce
11122918,Inactive Investor,Michael Vazquez,Financial Advisor,Edward Jones Milton FL 5982 Berryhill Rd,michael.vazquez@edwardjones.com,,Salesforce
11188635,Inactive Investor,John Thomas,Portfolio Management Director;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Boise ID 101 S Capitol Blvd,john.thomas@morganstanley.com,,Salesforce
11173476,Inactive Investor,Nicholas Vail,,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",nicholas.vail@nm.com,,Salesforce
10753241,Inactive Investor,Timothy McLanahan,,"Prospera Financial Services, Inc. Mandeville LA 1245 N Causeway Blvd",timothy.mclanahan@prosperafinancial.com,,Salesforce
9613435,,Christopher Ehley,,,cehley@williamblair.com,,List import
11075565,Inactive Investor,Ralph Antognoli,,GWN Securities Inc. Elmhurst IL 168 E Lake St,rantognoli@gwnsecurities.com,,Salesforce
10619022,,Nirav Batavia,,,nbatavia@forumfinancial.com,,List Import
10783533,Inactive Investor,James Morrison,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Hendersonville NC 100 Erkwood Dr",james.a.morrison@ampf.com,,Salesforce
11084947,Inactive Investor,Nathan Furniss,,The O.N. Equity Sales Company Cuyahoga Falls OH 111 Stow Ave,,,Salesforce
11053493,Inactive Investor,Francesco Minaudo,,"Northwestern Mutual Investment Services, LLC Troy MI 201 W Big Beaver Rd",francesco.minaudo@nm.com,,Salesforce
9548462,,Jennifer Mann,,,jmann@massmutual.com,,List import
11056488,Inactive Investor,Guadalupe Chavez,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,gchavez@primerica.com,,Salesforce
10945862,Inactive Investor,Ming Yan Lu,,J.P. Morgan Securities LLC Flushing NY 4028 College Point Blvd,ming.y.lu@chase.com,,Salesforce
9637030,,Lori Eads,,,leads@blandgarvey.com,,List import
11029262,Inactive Investor,Erika Kam,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,erika.kam@safra.com,,Salesforce
10844072,Inactive Investor,Warren Steinborn,,"Osaic Wealth, Inc. Indianapolis IN 50 E 91st St",,,Salesforce
11059510,Inactive Investor,Clay Tuttle,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,clay.tuttle@primerica.com,,Salesforce
9580841,,Victor Shambora,,,victor.shambora@huntington.com,,List import
10828022,Inactive Investor,Andrea Anderson,,"Wells Fargo Clearing Services, LLC Bettendorf IA 2001 Spruce Hills Dr",andrea.anderson@wellsfargoadvisors.com,,Salesforce
10854294,Inactive Investor,Marcelo Weissmann,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,marcelo.weissmann@safra.com,,Salesforce
11005950,Inactive Investor,Justin Dozier,,"Horace Mann Investors, Inc. Locust Grove GA 39 Pine Grove Rd",justin.dozier2@horacemann.com,,Salesforce
11206368,Inactive Investor,Brian Johnson,,"Osaic Wealth, Inc. Lewiston ID 828 8th Ave",,,Salesforce
11013070,Inactive Investor,Gunnar Marino,Investment Consultant,"Charles Schwab & Co., Inc. Eugene OR 975 Oak St",,,Salesforce
10872634,Inactive Investor,Sung Park,,J.P. Morgan Securities LLC Palisades Park NJ 460 Bergen Blvd,sung.s.park@chase.com,,Salesforce
10597971,Inactive Investor,Jose Gonzales Narro,Financial Advisor,Jose Gonzales Narro,,,Salesforce
9562684,,Aleksandr Roytman,,,aleksandr.roytman@lfg.com,,List import
10989062,Inactive Investor,Thomas Scianablo,,Fidelity Brokerage Services LLC,,,Salesforce
11117987,Inactive Investor,Llnon Slossberg-North,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mooresville NC Private Residence",,,Salesforce
249226,,Rushabh Doshi,,Travelers,rdoshi4@travelers.com,,Manual List Upload
337816,,Leonard Borhart,Director,Clearwater Capital Partners,leonard.borhart@bsc-pwm.com,847-841-8650,Manual List Upload
9573969,,Scott Biltz,,,sabiltz@unitedplanners.com,,List import
11020774,Inactive Investor,Jarvis Hill,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10910646,Inactive Investor,Christopher Stevens,,J.P. Morgan Securities LLC Providence RI 225 Dyer St,christopher.stevens@jpmorgan.com,,Salesforce
10821821,Inactive Investor,Beth Boylan,Financial Planning Director,Morgan Stanley Denver CO 250 Fillmore St,beth.boylan@morganstanley.com,,Salesforce
10811508,Inactive Investor,Scott Connors,Financial Advisor,The Wealth Consulting Group Leawood KS 6800 College Blvd,sconnors@wealthcg.com,,Salesforce
11121598,Inactive Investor,Erasmo Brandolini D'Adda,,Citigroup Global Markets Inc.,,,Salesforce
241618,,Ronda Bizzell,,[Unknown],rondabizzell4@gmail.com,,source
11222559,,Jessica Huang,,,jeshuang@firstrepublic.com,,List Import
11059029,Inactive Investor,Ulitza Kronemeyer,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,ukronemeyer@ft.newyorklife.com,,Salesforce
11117947,Inactive Investor,Karanvir Dhillon,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
10487281,,Blake Cecil,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",blake_cecil@ml.com,,List Import
370724,,James Nolan,,[Unknown],jsnolan1@hotmail.com,,Salesforce
372867,,????? ?????????,,à¸“à¸˜à¸?à¸²à¸£ à¸šà¸£à¸£à¹€à¸—à¸´à¸‡à¹ƒà¸ˆ,famiyiman082209@gmail.com,,source
210172,,Stuart Beverley,,Valorem Project,stuart.beverleyzw@gmail.com,(263) 786-0109,
11038820,Inactive Investor,Michael Graziano,,Commonwealth Financial Network Englewood CO 6143 S Willow Dr,mgraziano@commonwealth.com,,Salesforce
9547490,,Sunita Devi,,,7808sksenal@gmail.com,,List import
4925321,,Tiana Heiden,,,tianaheiden@gmail.com,,Web Form Fillout
11155928,Inactive Investor,Juan Riquezes,Shareholder,Windmills Capital Inc.,,,Salesforce
10930172,Inactive Investor,Thomas Vukovich,,"Osaic Wealth, Inc. Eden Prairie MN 15750 Venture Ln",,,Salesforce
11188801,Inactive Investor,Baron Mizusawa,,PFS Investments Inc. Honolulu HI 2153 N King St,baron.mizusawa@primerica.com,,Salesforce
10935533,Inactive Investor,Sean Mahlik,Wealth Management Associate,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,smahlik@rwbaird.com,,Salesforce
10919135,Inactive Investor,Ronald Fossell,,Lincoln Investment Hallock MN 290 Atlantic Ave N,rfossell@lincolninvestment.com,,Salesforce
10611954,,Karen Nichols,"Director, Financial Advisor",,karen.nichols@opco.com,,List Import
10489683,,David Blair,"Founding Member, Managing Member, President, Regulatory Contact","QuadCap Wealth Management, LLC",dblair@quadcapwm.com,972-818-2400,List import
10963462,Inactive Investor,Carolina Hernandez Pacheco,,"Wells Fargo Clearing Services, LLC Greenville SC 1720 Woodruff Rd",,,Salesforce
9632157,,Michael Dormanen,,,michaeldormanen@yahoo.com,,List import
11042069,Inactive Investor,Cesarina Burgos,,J.P. Morgan Securities LLC Scarsdale NY 676 Post Rd,cesarina.burgos@chase.com,,Salesforce
11044168,Inactive Investor,Jerome Wenner,Financial Advisor,Edward Jones Cold Spring MN 308 5th Ave S,jerry.wenner@edwardjones.com,,Salesforce
10819921,Inactive Investor,John Hettiger,Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",jhettiger@financialguide.com,,Salesforce
11023851,Inactive Investor,India Elliott,Financial Advisor,"Wells Fargo Clearing Services, LLC Indianapolis IN 8888 Keystone Xing",india.elliott@wellsfargoadvisors.com,,Salesforce
11027198,Inactive Investor,Carl Gerace,,Cetera Financial Specialists LLC Punta Gorda FL 23188 Freedom Ave,carl.gerace@ceterafs.com,,Salesforce
10888819,Inactive Investor,Nelia Mcbride,,Vanguard Marketing Corporation,nelia_mcbride@vanguard.com,,Salesforce
11173058,Inactive Investor,Melissa Chaniyara,,Cetera Advisor Networks LLC Vienna VA 8391 Old Courthouse Rd,chaniyaram@ceteranetworks.com,,Salesforce
10619639,,Rebecca Harris,,,rebecca.harris@nuveen.com,,List Import
10944940,Inactive Investor,Daniel Montanaro,Financial Advisor,LPL Financial LLC Greenwich CT 85 Mason St,daniel.montanaro@lpl.com,,Salesforce
10914900,Inactive Investor,Yuderka Nin,,J.P. Morgan Securities LLC Delray Beach FL 4899 W Atlantic Ave,yuderka.nin@jpmorgan.com,,Salesforce
11019943,Inactive Investor,Genesis Garcia,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",genesis.garcia@nm.com,,Salesforce
10809054,Inactive Investor,Robert Hather,Portfolio Manager;President,"Hather, Robert K",,,Salesforce
10968497,Inactive Investor,Erica Haworth,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9631362,,Mika Kannisto,,,mika.kannisto@veikkolaine.fi,,List import
11205386,Inactive Investor,Paige Bryant,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10840856,Inactive Investor,Daniel Sowa,Chief Compliance Officer;Director - Operations;Vice President,Sowa Financial Group,,,Salesforce
10612530,,Frank Jaffe,Financial Advisor,,frank.jaffe@ampf.com,,List Import
10806676,Inactive Investor,Pablo Morachimo,Business Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1818 Market St",,,Salesforce
11178333,Inactive Investor,Sharon Ridley,,PFS Investments Inc. Upper Marlboro MD 9701 Apollo Dr,sharon.ridley@primerica.com,,Salesforce
10851103,Inactive Investor,Adam Griffin,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",adam.griffin@nm.com,,Salesforce
10947968,Inactive Investor,Susan Gardiner,Financial Advisor;Financial Planner,Origin Investment Advisory LLC Saunderstown RI Private Residence,susan@useorigin.com,,Salesforce
11013572,Inactive Investor,Ned Marzigliano,,State Farm VP Management Corp. Huntington NY 18 W Carver St,nedmarzigliano@statefarm.com,,Salesforce
99879,,Urgan Chodon,Investment Banking Analyst,Royal Bank of C,chodonurgan@gmail.com,,
10755981,Inactive Investor,Hailey Smyth,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",hailey.smyth@ml.com,,Salesforce
10954973,Inactive Investor,Scott Chase,Financial Professional,"Equitable Advisors, LLC Syracuse NY 100 Madison St",scott.chase@equitable.com,,Salesforce
11014184,Inactive Investor,Chanell Bennett,,"Bankers Life Securities, Inc. Bellevue WA 3055 112th Ave NE",chanell.bennett@bankerslife.com,,Salesforce
1002457,Inactive Investor,Luiz Diez,Senior Research Analyst,Northern Trust Asset Management,ld62@ntrs.com,(312) 630-8014,
10773807,Inactive Investor,Nancy Powell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,carol.powell@ubs.com,,Salesforce
336991,,Casey Lipscomb,General Counsel And Secretary,"Mio Partners, Inc.",clipscomb@miopartners.com,212-203-4000,Manual List Upload
10488582,,Collin Lensing,Chief Compliance Officer,"Vendera Management Holdings, Llc",clensing@venderaresources.com,,List import
10998574,Inactive Investor,Tyler Resch,Senior Wealth Advisor,Citigroup Global Markets Inc. New City NY 170 N Main St,tyler.resch@citi.com,,Salesforce
11211661,Inactive Investor,Craig Carcuffe,Financial Professional,"Pruco Securities, LLC. Hackettstown NJ 490 Schooleys Mountain Rd",,,Salesforce
10850139,Inactive Investor,Annette Cazenave,Chief Investment Officer;Officer,Monte Capital Group LLC,annette.cazenave@montecapitalgroup.com,,Salesforce
11038875,Inactive Investor,Diya Sanghi,,Deutsche Bank Securities Inc.,,,Salesforce
10967026,Inactive Investor,Alejandro Goldaracena,Chief Compliance Officer;Director,Black Toro LLC,agoldaracena@blacktoro.us,,Salesforce
10900925,Inactive Investor,Mason George,Assistant Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,,,Salesforce
10765901,Inactive Investor,Ronadev Mitra,Wealth Advisor,William Blair,rmitra@williamblair.com,,Salesforce
145915,,William Lynch,,[Unknown],williamslynchv@gmail.com,,Organic Search
10834464,Inactive Investor,Jean Raduenz,,"Northwestern Mutual Investment Services, LLC Prior Lake MN 4719 Park Nicollet Ave SE",jean.raduenz@nm.com,,Salesforce
9609923,,GERRY XU,,,gerryxu1981@gmail.com,,List import
10350244,,Camila Abela,,,camila.test.ssl+tablet@gmail.com,,Web form fillout
10779732,Inactive Investor,Piero Colecchia,,J.P. Morgan Securities LLC Chardon OH 501 5th Ave,piero.d.colecchia@jpmorgan.com,,Salesforce
10883793,Inactive Investor,Michael Nolan,,Santander Securities LLC Johnston RI 1414 Atwood Ave,mnolan@santander.us,,Salesforce
11047974,Inactive Investor,Juan Hernandez,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11219713,,Nicole Reynolds,,,nicole_reynolds@vanguard.com,,Other
11097476,Inactive Investor,John Shields,,Park Avenue Securities LLC Ocala FL 320 NW 3rd Ave,john_shields@glic.com,,Salesforce
9594936,,Yun Peng,,,peng.yun.hk@gmail.com,,List import
11112287,Inactive Investor,Noreen Turner,,"Sanctuary Securities, Inc. Portsmouth NH 875 Greenland Rd",nturner@sanctuarywealth.com,,Salesforce
11207330,Inactive Investor,Isaiah Perine,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",isaiah.perine@equitable.com,,Salesforce
10858185,Inactive Investor,Craig Burtis,,LPL Financial LLC Cedar Rapids IA 3900 River Ridge Dr NE,craig.burtis@lpl.com,,Salesforce
11115220,Inactive Investor,Roy Mansberg,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",r.mansberg@wellsfargoadvisors.com,,Salesforce
11170558,Inactive Investor,Stephen Bishop,Financial Advisor;Financial Professional,"MML Investors Services, LLC Bethlehem PA 1806 Apple Tree Ln",stevebishop@financialguide.com,,Salesforce
333804,,Louise Schoeman,"Vice President, Finance",Glendower Capital,louise.schoeman@glendowercapital.com,121-265-38400,Manual List Upload
9622919,,Ghali Laraqui,,,ghali.laraqui@melanion.com,,List import
10973768,Inactive Investor,Gregory Griffith,,"Allstate Financial Services, LLC Colmar PA 271 Bethlehem Pike",ggriffith@allstate.com,,Salesforce
8502,,Quentin Castelain,,[[Unknown]],kentinousss@gmail.com,,Organic Search
6768108,,gset Durton,,,garydurton3@gmail.com,,Web Form Fillout
11140215,Inactive Investor,Levi Silvas,,LPL Financial LLC Lady Lake FL 978 Del Mar Dr,levi.silvas@lpl.com,,Salesforce
11132334,Inactive Investor,Mark Harmon,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10785401,Inactive Investor,Alvaro Kopper,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Miami FL 100 SE 2nd St,alvaro.morakopper@ubs.com,,Salesforce
9582253,,Stephen Back,,,sback@owlcreeklp.com,,List import
10956565,Inactive Investor,Matthew McBride,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",matthew.a.mcbride@ml.com,,Salesforce
9546624,,marc findsen,,,marc@mydoctorsteam.com,,List import
10846329,Inactive Investor,James Cabral,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Modesto CA 1314 G St",james.cabral@tfaconnect.com,,Salesforce
10911516,Inactive Investor,Blake Dorvillier,Analyst;Financial Advisor,LPL Financial LLC La Jolla CA 7777 Fay Ave,blake.dorvillier@lpl.com,,Salesforce
10779406,Inactive Investor,Henry Miller,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Richmond VA 919 E Main St",henry.miller@rbc.com,,Salesforce
10801635,Inactive Investor,Kenneth Robbins,Senior Vice President - Investments,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",ken.robbins@raymondjames.com,,Salesforce
9639661,,Marlene Shaver,,,mshaver@ucsd.edu,,List import
9549897,,Surashate Sriwattanakulwong,,,surashate.sri@innotechasset.com,,List import
11018376,Inactive Investor,Steven Murray,Mid-Market Sales Representative,Edelman Financial Engines Andover MA Private Residence,smurray@edelmanfinancialengines.com,,Salesforce
10486611,,Steve Luong,,"Transamerica Financial Advisors, Inc",steve.luong@tfaconnect.com,,List Import
159293,,Ireneusz Rogala,,[Unknown],ireneusz.rogala@gmail.com,,Paid Social
10913483,Inactive Investor,Yelena Kalashnikova,Financial Advisor,"CUSO Financial Services, L.P. Sherman Oaks CA 5000 Van Nuys Blvd",,,Salesforce
9575563,,Jana Guynn,,,jana.guynn25@gmail.com,,List import
10981676,Inactive Investor,Carlos Pereira,,J.P. Morgan Securities LLC Houston TX 529 W 19th St,carlos.pereira@jpmorgan.com,,Salesforce
10980030,Inactive Investor,Matthew Swango,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments,,,Salesforce
10999832,Inactive Investor,Jessica Palacios,,PFS Investments Inc. Dublin CA 6377 Clark Ave,jessica.palacios@primerica.com,,Salesforce
10805225,Inactive Investor,Richard Rice,President,Highlands Capital Corporation,,,Salesforce
10927875,Inactive Investor,Hir Patel,Vice President,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,hir.patel@jpmorgan.com,,Salesforce
10913178,Inactive Investor,Cameron Thrall,Financial Advisor,Edward Jones Auburn WA 125 3rd St NE,cameron.thrall@edwardjones.com,,Salesforce
9647193,,Leanna Haakons,,,leanna@bkcoincapital.com,,List import
370397,,Kiran Somalwar,,Self,kiran.investor2020@gmail.com,6507999234,Salesforce
11154510,Inactive Investor,Lisa Turner,,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",lisa.turner@valic.com,,Salesforce
10386952,,Mohibul Haque,,,mohibulhaque5@gmail.com,,Web Form Fillout
10618922,,Jayson Kaus,,,jayson.kaus@rbc.com,,List Import
10958735,Inactive Investor,Sheryl Rothman,Senior Wealth Advisor,"The Colony Group, LLC Babylon NY 133 E Main St",srothman@thecolonygroup.com,,Salesforce
9558180,,niy niy,,,wojoxan858@deitada.com,,List import
10966414,Inactive Investor,Brian Bruhn,,Edward Jones Beloit WI 1970 Cranston Rd,brian.bruhn@edwardjones.com,,Salesforce
11027772,Inactive Investor,Andrew Manwaring,,"Northwestern Mutual Investment Services, LLC Allen TX 700 Central Expy S",andrew.manwaring@nm.com,,Salesforce
9576825,,Lynda Amarantes,,,lamar63@aol.com,,List import
11138237,Inactive Investor,Edward Plemons,Financial Advisor,"Voya Financial Advisors, Inc. Baton Rouge LA 5525 Galeria Dr",edward.plemons@voyafa.com,,Salesforce
11066047,Inactive Investor,Ralph Williams,,"Centaurus Financial, Inc. Palmdale CA Private Residence",,,Salesforce
11021562,Inactive Investor,Nathnael Kahassai,,J.P. Morgan Securities LLC Minneapolis MN 1100 E Franklin Ave,nathnael.kahassai@jpmorgan.com,,Salesforce
9621181,,sihyun park,,,shawn28@naver.com,,List import
11169455,Inactive Investor,Vincent Condon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southbury CT 108 Main St N",,,Salesforce
10804521,Inactive Investor,Roberta Loubier,Chief Compliance Officer;Director;Global Head - Compliance,"Brandes Investment Partners, LP San Diego CA 11988 El Camino Real",roberta.loubier@brandes.com,,Salesforce
11085947,Inactive Investor,Benjamin Bender,,Cetera Advisor Networks LLC Littleton CO 1745 Shea Center Dr,,,Salesforce
11009268,Inactive Investor,Mitchael Weg,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10854261,Inactive Investor,Archana Shah,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ashah@tiaa-cref.org,,Salesforce
10881215,Inactive Investor,Veronica Strauss,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",vstrauss@financialguide.com,,Salesforce
10792415,Inactive Investor,Larry Bland,,PFS Investments Inc. Southfield MI 25240 Lahser Rd,larry.bland@primerica.com,,Salesforce
11044254,Inactive Investor,Talal Bazzi,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,talal.bazzi@morganstanley.com,,Salesforce
9629903,,Ahmed Elgwahry,,,ahmed_elgwahry@hotmail.co.uk,,List import
334285,,Rafael Arellano,,Mercer Global Advisors Inc.,rarellano@merceradvisors.com,,
11138589,Inactive Investor,Melanie Shanty,Financial Planner,"Osaic FA, Inc. Towson MD 901 Dulaney Valley Rd",melanie.shanty@lfg.com,,Salesforce
10933640,Inactive Investor,Barry Dobbs,,LPL Financial LLC Nacogdoches TX 118 E Hospital St,barry.dobbs@lpl.com,,Salesforce
11087403,Inactive Investor,Charles Raleigh,,PFS Investments Inc. Lake in the Hills IL 1301 Pyott Rd,charles.raleigh@primerica.com,,Salesforce
11203334,Inactive Investor,Hyun Park,Executive Vice President,Park Wealth Management,,,Salesforce
10833242,Inactive Investor,Bruce Ishibashi,,"MML Investors Services, LLC Honolulu HI Private Residence",bmishibashi@financialguide.com,,Salesforce
10392746,,valentin wunderlich,,,valentin@moonrockcapital.io,,Web Form Fillout
11161345,Inactive Investor,Cuaduana Terry,,"Wells Fargo Clearing Services, LLC Leesburg VA 30 Catoctin Cir SE",cuaduana.terry@wellsfargoadvisors.com,,Salesforce
11124328,Inactive Investor,John Wright,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",john.wright.ii@nm.com,,Salesforce
10782811,Inactive Investor,Todd Thompson,,"Truist Investment Services, Inc. Atlanta GA 6240 Roswell Rd",todd.thompson@truist.com,,Salesforce
9647205,,Ralph Achkar,,,ralph.achkar@fisglobal.com,,List import
10762331,Inactive Investor,Tamir Assas,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 171 W 57th St,tamir.i.assas@jpmorgan.com,,Salesforce
11084882,Inactive Investor,Keith Mirto,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",keith.mirto@rbc.com,,Salesforce
10779091,Inactive Investor,David Humphreys,,"MML Investors Services, LLC Knoxville TN 9323 S Northshore Dr",dhumphreys@massmutual.com,,Salesforce
10886937,Inactive Investor,Benjamin Skaggs,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",benjamin.skaggs@ml.com,,Salesforce
11015266,Inactive Investor,Natalie Pace,Financial Advisor,"Ameriprise Financial Services, LLC Belfair WA 23211 NE State Rte 3",natalie.pace@ampf.com,,Salesforce
11097084,Inactive Investor,Jonathon Whaley,Chief Compliance Officer,BeManaged,jon.whaley@bemanaged.com,,Salesforce
11114051,Inactive Investor,Michael Ure,,Thrivent Investment Management Inc. Lantana TX Private Residence,michael.ure@thrivent.com,,Salesforce
10841852,Inactive Investor,Jonathan Neher,,"Cambridge Investment Research, Inc. Fort Collins CO 3926 John F Kennedy Pkwy",jneher@cambridgesecure.com,,Salesforce
10905276,Inactive Investor,Sina Soltani,,"Equitable Advisors, LLC Irvine CA 2050 Main St",sina.soltani@equitable.com,,Salesforce
9542247,,Warren Yeh,,,warren@adapapartners.com,,List import
10757807,Inactive Investor,Daniel Valenzuela,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",daniel.valenzuela@ml.com,,Salesforce
11108419,Inactive Investor,Porfirio Perez,Financial Advisor,"Wells Fargo Clearing Services, LLC Gainesville FL 104 N Main St",porfirio.perez@wellsfargo.com,,Salesforce
10867403,Inactive Investor,Alexander Morgan,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,alexander.morgan@fidelity.com,,Salesforce
9558566,,DIMA MAZING,,,pnuiyjdbtlq@karenkey.com,,List import
11005198,Inactive Investor,Eric Brockmeier,Financial Advisor,Edward Jones Kansas City MO 7200 NW 86th St,ric.brockmeier@edwardjones.com,,Salesforce
11130798,Inactive Investor,Hamza Farooquee,,LPL Financial LLC Pasadena CA 599 E Colorado Blvd,hamza.farooquee@lpl.com,,Salesforce
9594044,,Fergal Eastwood,,,fergal.eastwood@cairnsairport.com.au,,List import
11152013,Inactive Investor,Timothy McFall,,"Avantax Investment Services, Inc. Kirkland WA 520 Kirkland Way",,,Salesforce
10796463,Inactive Investor,Brian Bogard,Financial Advisor,Edward Jones Addison TX 15303 Dallas Pkwy,brian.bogard@edwardjones.com,,Salesforce
9600939,,Derek Johnson,,,djohnson@mymoneymanager.com,,List import
11112738,Inactive Investor,Matthew Rose,,"Kestra Investment Services, LLC Amarillo TX 301 S Polk St",,,Salesforce
11205508,Inactive Investor,Alice Naef,Vice President,LPL Financial LLC,alice.naef@lpl.com,,Salesforce
10656630,,Evan Wright,,,ewright@calamos.com,,List import
9571813,,Ian Ferry,,,iferry42@gmail.com,,List import
9919456,,Jason Friedman,,,jasonfriedmanhr@gmail.com,,Web Form Fillout
11018219,Inactive Investor,Jake Sinicin,,Mutual of America Securities LLC San Diego CA 750 B St,jake.sinicin@mutualofamerica.com,,Salesforce
9601670,,Bryan Holmes,,,bryan.rvpllc@gmail.com,,List import
10757735,Inactive Investor,Gary Garstecki,Investment Management Consultant;Senior Vice President - Investments,"Raymond James & Associates, Inc. Mobile AL 21 W I65 Service Rd N",gary.garstecki@raymondjames.com,,Salesforce
11020092,Inactive Investor,John Bergeron,,B. Riley Wealth Management Natchez MS 507 Franklin St,jbergeron@brileywealth.com,,Salesforce
11032275,Inactive Investor,Daryl Auguste,,"TradeStation Securities, Inc.",dauguste@tradestation.com,,Salesforce
234598,, -,,[[Unknown]],jack@trykoski.com,,
11137195,Inactive Investor,Christine Luper,Financial Advisor,Edward Jones Fairbanks AK 100 Cushman St,christine.griffard@edwardjones.com,,Salesforce
10950467,Inactive Investor,James Andrews,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",jandrews@worldcapitalbrokerage.com,,Salesforce
11219311,,Matthew Berger,,,matthew.berger@ceterafs.com,,Other
9591634,,Alejandro Oviedo,,,alexoviedo999@gmail.com,,List import
9623395,,Perry Holliday,,,hollidaypkc@hollidaypropertiesofkc.com,,List import
11174640,Inactive Investor,Christopher Fluehr,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",,,Salesforce
10904279,Inactive Investor,Lyndon Lapasaran,,"MML Investors Services, LLC Arlington Heights IL 3208 N Salk Rd",llapasaran@financialguide.com,,Salesforce
10924803,Inactive Investor,John Neuenswander,Financial Advisor,LPL Financial LLC Salt Lake City UT 181 E 5600 S,john.neuenswander@lpl.com,,Salesforce
10814454,Inactive Investor,Craig Ellis,,UBS Financial Services Inc. New York NY 299 Park Ave,craig.a.ellis@ubs.com,,Salesforce
11111695,Inactive Investor,Adam Bortniker,,J.P. Morgan Securities LLC,,,Salesforce
9596736,,Erin Rathke,,,erathke@whitedeerenergy.com,,List import
10861180,Inactive Investor,Christopher Hill,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 5001 S Florida Ave",,,Salesforce
11046166,Inactive Investor,Claude Edmonds,Senior Vice President - Investments,UBS Financial Services Inc. Albuquerque NM 2155 Louisiana Blvd NE,claude.edmonds@ubs.com,,Salesforce
11051633,Inactive Investor,Andrew Brewer,,Great Lakes Benefits and Wealth Management,,,Salesforce
11206223,Inactive Investor,William Pyke,,Momentum Independent Network Inc. Dallas TX 10716 Lathrop Dr,cpyke@hilltopnetwork.com,,Salesforce
11165180,Inactive Investor,Jenna O'Malley,,Cetera Advisors LLC Saint Paul MN 400 Robert St N,,,Salesforce
10987366,Inactive Investor,Kari Vien,,"Osaic Institutions, Inc. Grand Forks ND 401 Demers Ave",,,Salesforce
11155456,Inactive Investor,Joseph Frank,Financial Advisor;Investment Officer;Managing Director - Investments,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",joseph.frank@wellsfargoadvisors.com,,Salesforce
11062316,Inactive Investor,Kasey Priddy,Financial Advisor,Edward Jones Topeka KS 6831 SW 29th St,kasey.priddy@edwardjones.com,,Salesforce
10967756,Inactive Investor,Alexander Rupert,Senior Director;Wealth Advisor,"Sequoia Financial Group, L.L.C.",arupert@sequoia-financial.com,,Salesforce
11008218,Inactive Investor,Curtis Nesbit,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",curtis.nesbit@equitable.com,,Salesforce
10762272,Inactive Investor,Amy Miller,Portfolio Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,amy.miller1@morganstanley.com,,Salesforce
11053419,Inactive Investor,Jeffrey Presogna,Chief Compliance Officer;Chief Financial Officer;Managing Principal,"I.M.S. Wealth Management, LLC",,,Salesforce
11095436,Inactive Investor,Reilly Chunn,,State Farm VP Management Corp. Arvada CO 6870 W 52nd Ave,reilly.chunn.dvbc@statefarm.com,,Salesforce
10661878,,Kimberly Riewerts,,,kim.riewerts@creativeplanning.com,,List Import
10922610,Inactive Investor,Joseph Monkelien,Financial Consultant,LPL Financial LLC Sioux Falls SD 3500 S 1st Avenue Cir,joseph.monkelien@lpl.com,,Salesforce
148472,,Andrew Volpetti,,[Unknown],andrew.volpetti@gmail.com,,
11133020,Inactive Investor,Christian Sodano,,J.P. Morgan Securities LLC Greenvale NY 57 Northern Blvd,christian.j.sodano@chase.com,,Salesforce
11241014,,Arjun Mohammad,,,klatenqw31rt@gmil.com,,Web Form Fillout
11076464,Inactive Investor,Peter Anderson,,"Financial Dimensions Group, Inc.",fdg@fdg-advisors.com,,Salesforce
10489457,,Elmo Cure,Financial Advisor,"Osaic Wealth, Inc. Plano TX 1255 W 15th St",tcure@royalallianceadvisors.com,,List Import
10617853,,Michael Eshoo,,,michael_eshoo@ml.com,,List Import
10656388,,Scott Zeimet,,,scott.zeimet.quh6@statefarm.com,,List Import
11163398,Inactive Investor,Denis Kelly,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",deniskelly@financialguide.com,,Salesforce
11196490,Inactive Investor,Kenneth Nocton,Financial Advisor,Edward Jones Indianapolis IN 5455 W 86th St,kenny.nocton@edwardjones.com,,Salesforce
10645675,,Nadeera Kulatilake,,,nadeera.kulatilake@chase.com,,List Import
11219635,,Stacey Barrick,,,barricks@ceteranetworks.com,,Other
10783387,Inactive Investor,Lisa Carpenter,Senior Investment Associate,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",lisa.carpenter@rbc.com,,Salesforce
11007880,Inactive Investor,Jacob Menden,,Belpointe Asset Management LLC Hartland WI 249 Pawling Ave,jacob.menden@belpointeasset.com,,Salesforce
10979765,Inactive Investor,Kevin Hiller,,"Equitable Advisors, LLC Doylestown PA 380 W Butler Ave",kevin.hiller@equitable.com,,Salesforce
9617661,,Steven Dildine,,,sdildine@cresseyco.com,,List import
10816817,Inactive Investor,Quintino Ciuffetelli,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Jericho NY 390 N Broadway",,,Salesforce
11136859,Inactive Investor,Thomas Schaefer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,tom.schaefer@ubs.com,,Salesforce
11138262,Inactive Investor,Barbara Todd,,PFS Investments Inc. Wichita KS 1999 N Amidon Ave,,,Salesforce
10784708,Inactive Investor,Dean Hasen,Senior Client Associate,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",dean.hasen@wellsfargoadvisors.com,,Salesforce
248935,,Phil Chrysler,CEO,Impact Health Sharing,pchrysler@impacthealthsharing.com,,Manual List Upload
9541205,,Wil Nag,,,wilnag@hotmail.com,,List import
11260560,Inactive Investor,Alexa Amundson,,"Securian Financial Services, Inc.",,,Salesforce
10881633,Inactive Investor,John Day,Financial Advisor,Edward Jones Newport Beach CA 307 Marine Ave,gregory.day@edwardjones.com,,Salesforce
9612721,,Bri VI,,,b-vil@hotmail.com,,List import
9558051,,Luke Keene,,,lkeene@levertyfinancial.com,,List import
347734,,Brian Lockett,Vice President,Comprehensive Wealth Management,brianl@cwmnw.com,425-778-6160,Manual List Upload
10976001,Inactive Investor,Robert Fretto,,"Charles Schwab & Co., Inc. Albany NY 677 Broadway",robert.fretto@schwab.com,,Salesforce
9616908,,Jason Ware,,,jware@albionfinancial.com,,List import
11260982,Inactive Investor,Greg Jordan,Financial Advisor,"Valeo Financial Advisors, LLC",gtjordan@valeofinancial.com,,Salesforce
11158270,Inactive Investor,Christine Vanpelt,,"Cambridge Investment Research, Inc. Harrisonburg VA 57 S Main St",christine.vanpelt@cambridgesecure.com,,Salesforce
11100394,Inactive Investor,John Worthington,Chief Compliance Officer;Co-Founder;Founder;Investment Advisor Representative;Managing Member;Owner,Dauble+Worthington Equity Portfolios Evansville IN 135 Locust St,jworthington@dwequity.com,,Salesforce
10890183,Inactive Investor,Brandon Hinson,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",,,Salesforce
10818615,Inactive Investor,Sara Mouayed,Registered Associate,Morgan Stanley Chicago IL 227 W Monroe St,sara.mouayed@morganstanley.com,,Salesforce
10869496,Inactive Investor,Jeffery Lewis,Chief Compliance Officer;Founder;Managing Member,Epic Trust Investment Advisors LLC,jeff@epictrust.com,,Salesforce
11066320,Inactive Investor,Marques Nielson,,"Cambridge Investment Research, Inc. Salt Lake City UT 6695 S 1300 E",,,Salesforce
9551579,,Matthew Symons,,,m.symons@fi.com,,List import
9632933,,Kammy Tong,,,xytang.kammy@wind.com.cn,,List import
11172556,Inactive Investor,Michael Favorite,,"Cambridge Investment Research, Inc. Santa Maria CA Private Residence",,,Salesforce
10887050,Inactive Investor,Chad Konner,,J.P. Morgan Securities LLC Brooklyn NY 1501 Avenue M,chad.m.konner@chase.com,,Salesforce
11156525,Inactive Investor,Sahak Petrosyan,,Goldman Sachs & Co.,sahak.petrosyan@gs.com,,Salesforce
10910978,Inactive Investor,Zanelle Sutton,,Vanguard Marketing Corporation,zanelle_miller@vanguard.com,,Salesforce
5098427,,John Leggatt,,,mulligangood@gmail.com,,Web Form Fillout
10813718,Inactive Investor,David Amann,Financial Advisor,Edward Jones Redwood City CA 702 Marshall St,david.amann@edwardjones.com,,Salesforce
11129678,Inactive Investor,Karen Woodard,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,karen.carlinwoodard@ubs.com,,Salesforce
2643302,,Courtney Bartlett,,,cbartlett@bartlett-research.com,,
11104836,Inactive Investor,Rory Cardinal,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Saint Paul MN 2864 Middle St",rory.cardinal@equitable.com,,Salesforce
11112371,Inactive Investor,William Brooks,,Alexander Investment Services Co.,wbrooks@aisweb.com,,Salesforce
10855346,Inactive Investor,Julianne Demarco,,Goldman Sachs & Co.,julianne.demarco@gs.com,,Salesforce
11004357,Inactive Investor,James Odonnell,,"W&S Brokerage Services, Inc. Charlotte NC 7400 Carmel Executive Park Dr",,,Salesforce
10644181,,Justin Blades,,,justin.x.blades@jpmorgan.com,,List Import
10816214,Inactive Investor,Casey Hunt,Financial Advisor,Edward Jones Pendleton OR 304 S Main St,casey.hunt@edwardjones.com,,Salesforce
11109262,Inactive Investor,Robert Armistead,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10902140,Inactive Investor,Amanda Morris,Investment Advisor Representative,FamilyWealth Dallas TX 1601 Elm St,amorris@familywealth.us,,Salesforce
9640822,,Jon Meeks,,,jmeeks@ta.com,,List import
4765130,,Seang jub,,,camafah637@3mkz.com,,Web Form Fillout
10979783,Inactive Investor,Mary Orozco,,"Farmers Financial Solutions, LLC Grayslake IL 530 Barron Blvd",,,Salesforce
10945604,Inactive Investor,Juliana Lynch,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,juliana.lynch@jpmorgan.com,,Salesforce
9566975,,Brian Limborg,,EFS Advisors | The Limborg Group,btl@efsadvisors.com,,List import
236397,, -,,[[Unknown]],call.me.tili@gmail.com,,
10792027,Inactive Investor,Robert Eichler,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",reichler@htk.com,,Salesforce
239150,,Jason Efthim,,[Unknown],jasonefthim@gmail.com,,Direct
373931,,David OtSofia,,[Unknown],hi.deivid@gmail.com,,source
10487083,,Arica Savannah,Private Client Investment Associate,J.P. Morgan Securities LLC,arica.savannah@jpmorgan.com,,List Import
10835707,Inactive Investor,Michael Dymkowski,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",michael.dymkowski@wellsfargoadvisors.com,,Salesforce
371298,,Benjamin Borrero Jr,,Grayscale investments,805benny@gmail.com,17279446009,Salesforce
10837066,Inactive Investor,Allison Clago,,B. Riley Wealth Management Los Angeles CA 11100 Santa Monica Blvd,aclago@brileywealth.com,,Salesforce
10857997,Inactive Investor,Colleen Thompson,,Edward Jones,colleen.thompson@edwardjones.com,,Salesforce
10842642,Inactive Investor,Madison Wilkinson,Financial Advisor,Edward Jones Casselberry FL 950 S Winter Park Dr,madison.wilkinson@edwardjones.com,,Salesforce
11102494,Inactive Investor,Kimchi Godwin,,LPL Financial LLC Madison WI 5910 Mineral Point Rd,kimchi.godwin@lpl.com,,Salesforce
11057846,Inactive Investor,Mark Gleason,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10928635,Inactive Investor,Laurence Cooper,,Cetera Advisor Networks LLC Marlton NJ 106 Centre Blvd,,,Salesforce
11176592,Inactive Investor,Richard Snipes,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Anderson IN 2625 Enterprise Dr",rick.snipes@raymondjames.com,,Salesforce
10951398,Inactive Investor,Mary Bui,Financial Advisor,LPL Financial LLC Huntington Beach CA 5011 Argosy Ave,mary.bui@lpl.com,,Salesforce
174057,,Renji Yu,,[Unknown],yurenji@gmail.com,,Organic Search
11080172,Inactive Investor,Brian Joyce,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,brian.joyce@ubs.com,,Salesforce
9548425,,Matthew Anderson,,,manderson@sageviewadvisory.com,,List import
10783714,Inactive Investor,Eric Higashihara,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1001 Bishop St",eric.m.higashihara@ampf.com,,Salesforce
4850785,,Michael Reine,,,icy0dba@gmail.com,,Web Form Fillout
10488492,,John Yang,"Co-Chief Investment Officer, Co-Founder, President","Sycamore Tree Capital Partners, L.P.",jyang@sycamorelp.com,,List Import
10763765,Inactive Investor,Jeffrey Holt,,FMN Capital Corporation,jholt@fmncc.com,,Salesforce
10489025,,Samuel Dansby,Retirement Income Specialist,USAA Investment Services Company Plano TX 7300 Parkwood Blvd,samuel.dansby@usaa.com,,List Import
10489148,,Jimmy Middlebrook,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",jimmy.r.middlebrook@ampf.com,972-447-5162,List Import
11218379,,Martina Munoz,,,martina.munoz@jpmorgan.com,,List Import
11033518,Inactive Investor,Dominic Savinelli,,"FBL Marketing Services, LLC Albuquerque NM 4343 Pan American Fwy NE",dominic.savinelli@fblfinancial.com,,Salesforce
10872080,Inactive Investor,Douglas Marrinson,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11166990,Inactive Investor,Nancy Chen,Authorized Officer;Team Business Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,nancy.chen@ubs.com,,Salesforce
350554,,Brent Keefer,"Chief Sustainability Officer, Managing Director, Environment, Policy",Manulife Investment Management Timberland And Agri,bkernohan@hnrg.com,617-747-1600,Manual List Upload
107268,,Masaoki Sasaki,,"SSK Co., Ltd",sasaki008sack@gmail.com,8042838042,Organic Search
11176444,Inactive Investor,Jonathon Pynchon,,"Harbour Investments, Inc. Fort Wayne IN 2720 Dupont Commerce Ct",,,Salesforce
10765311,Inactive Investor,Kelly Bridgwood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",kelly.a.bridgwood@ml.com,,Salesforce
11261198,Inactive Investor,Andrew Bass,Financial Associate;Investment Associate,"Bryn Mawr Capital Management, LLC",,,Salesforce
9562884,,Edward Roos,,,sanders.phys@gmail.com,,List import
10938321,Inactive Investor,Burke Fortner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10950848,Inactive Investor,Melissa Morgida,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
212273,,Pritesh Hiralal,,[Unknown],pritesh@grupozendal.com,,Webinar
10488421,,Kevin Palma,"Chief Operating Officer, Regulatory Contact","B-29 Advisors, LLC",kpalma@b29investments.com,,List Import
10976777,Inactive Investor,Michael Robertson,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Lake Forest CA 22831 Lake Forest Dr",michael.robertson@usbank.com,,Salesforce
10839508,Inactive Investor,Carol Doyle,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",cdoyle2@ml.com,,Salesforce
10777660,Inactive Investor,Kelly Drake,Wealth Management Associate,Morgan Stanley Reno NV 5390 Kietzke Ln,kelly.drake@morganstanley.com,,Salesforce
10827439,Inactive Investor,Adam Rosenfeld,Managing Director;Private Wealth Manager;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",adam.rosenfeld@ml.com,,Salesforce
9639877,,Mark Wilkinson,,,mark.wilkinson@sclhs.net,,List import
10487483,,Dillan Hemmenway,"Analyst, Registered Associate",Morgan Stanley,dillan.hemmenway@morganstanleypwm.com,,List Import
10897942,Inactive Investor,Robbin Smith,,J.P. Morgan Securities LLC Tucson AZ 7952 N Oracle Rd,robbin.m.smith@jpmorgan.com,,Salesforce
10654680,,Ricardo Dambrevil,,,rdambrevil79@gmail.com,,Web Form Fillout
11104889,Inactive Investor,Saaior Awon,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",saaior.awon@equitable.com,,Salesforce
10922883,Inactive Investor,Gary Locke,,Cetera Advisor Networks LLC Arlington TX 504 W Main St,lockeg@ceteranetworks.com,,Salesforce
10813374,Inactive Investor,Shannon Davidson,Financial Advisor,Robert W. Baird & Co. Incorporated Madison WI 1 S Pinckney St,sdavidson@rwbaird.com,,Salesforce
9546220,,Leslie Proceviat,,,leslie.proceviat@securitiesamerica.com,,List import
10860189,Inactive Investor,Cameron Harris,Financial Advisor,Edward Jones Saint Louis MO 4342 Loughborough Ave,cameron.harris@edwardjones.com,,Salesforce
11075805,Inactive Investor,Jonathan Ricketts,,"Fifth Third Securities, Inc. Lafayette IN 3620 South St",jonathan.ricketts@53.com,,Salesforce
10790811,Inactive Investor,Daniel Castino,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",daniel.castino@nm.com,,Salesforce
10851901,Inactive Investor,Gina Van Baren,Financial Advisor,"Ameriprise Financial Services, LLC Merrillville IN 300 E 90th Dr",gina.vanbaren@ampf.com,,Salesforce
11079177,Inactive Investor,Carol Lumadue,,LPL Financial LLC Hanover MD 7500B Connelley Dr,carol.lumadue@lpl.com,,Salesforce
11047989,Inactive Investor,Howard Milove,Member,Access Wealth,hmilove@access-wealth.com,,Salesforce
11151496,Inactive Investor,Sanjay Venugopalan,,Vanguard Marketing Corporation,sanjay_venugopalan@vanguard.com,,Salesforce
10849198,Inactive Investor,Michael Jehle,President,"THI, Inc.",,,Salesforce
10818033,Inactive Investor,Clark Bellin,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;Managing Member;President,Bellwether Wealth Lincoln NE 140 N 8th St,cbellin@bellww.com,,Salesforce
11218447,,Cerissa Huggins,,,cerissa.huggins@jpmorgan.com,,List Import
10779097,Inactive Investor,George Lindner,,"Raymond James & Associates, Inc.",george.lindner@raymondjames.com,,Salesforce
11053699,Inactive Investor,Sara Braz,,Fidelity Brokerage Services LLC,sara.braz@fidelity.com,,Salesforce
11019990,Inactive Investor,Lara Jones,,MWA Financial Services Inc. Concord NC Private Residence,lara.jones@modern-woodmen.org,,Salesforce
9608841,,YOICHIRO KURATA,,,kurata0211@gmail.com,,List import
11231907,Inactive Investor,Jonathan Weitzman,Wealth Management Associate,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,jweitzman@commonwealth.com,,Salesforce
11039791,Inactive Investor,Brian Kent,,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
11005211,Inactive Investor,Carlos Marquez,Personal Banker,"Wells Fargo Clearing Services, LLC Arvada CO 7375 W 52nd Ave",,,Salesforce
11042762,Inactive Investor,Kathryn Frank,,Cetera Advisor Networks LLC Houston TX 13105 Northwest Fwy,kfrank@nextfinancial.com,,Salesforce
11236800,Inactive Investor,Jacob Holaday,Wealth Advisor,"Signal Advisors Wealth, LLC Ridgeland MS 1062 Highland Colony Pkwy",,,Salesforce
10889006,Inactive Investor,Brandon Byerson,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",brandon.byerson@nm.com,,Salesforce
10615943,,Michael Sawyer,,,michael_m_sawyer@ml.com,,List Import
346262,,Steven Loh,Vice President,Redbird Capital Partners Management Llc,sloh@redbirdcap.com,212-235-1000,Manual List Upload
11110067,Inactive Investor,Jane Olbekson,Financial Advisor,"Centaurus Financial, Inc. Eugene OR 2350 Oakmont Way",,,Salesforce
11043551,Inactive Investor,Robert Grangier,,M. S. Howells & Co. Indianapolis IN 8275 Allison Pointe Trl,,,Salesforce
11149753,Inactive Investor,Fatimata Diakite,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9585830,,Flit Tamoian,,,flit1@mail.ru,,List import
11135120,Inactive Investor,Leonid Ioffe,,Goldman Sachs & Co.,leonid.ioffe@gs.com,,Salesforce
9565394,,Ahmed Hassan,,,ksa.ahmedkhaled@gmail.com,,List import
10506036,,Will Ferrell,Consultant,Goldman Sachs,will.ferrell@gs.com,312-655-5848,List import
213535,,John Kutzko,,[Unknown],jdkutzko@gmail.com,,Advertising
11138214,Inactive Investor,John Ludwig,Financial Advisor,LPL Financial LLC Indianapolis IN 401 Pennsylvania Pkwy,john.ludwig@lpl.com,,Salesforce
11091171,Inactive Investor,Wesley Gottesman,Financial Advisor,"Raymond James & Associates, Inc. Sarasota FL 1950 Ringling Blvd",wes.gottesman@raymondjames.com,,Salesforce
10848670,Inactive Investor,Pamela More,Managing Director;Registered Principal,"Six Sigma Wealth Advisors, LLC",,,Salesforce
10952959,Inactive Investor,Kourtney Suraleigh,,J.P. Morgan Securities LLC Lexington KY 1785 Alexandria Dr,kourtney.suraleigh@jpmorgan.com,,Salesforce
103762,,Bradley Joselit,"Owner, Chief Compliance Officer",Joselit Asset Management,brad@joselitassetmanagement.com,312-203-6684,Manual List Upload
11159331,Inactive Investor,Melvin Joffre,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11060431,Inactive Investor,Thomas Butler,,Lincoln Investment Wexford PA 1000 Brooktree Rd,tbutler@lincolninvestment.com,,Salesforce
10899634,Inactive Investor,Thomas Shook,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,thomas.shook@fmr.com,,Salesforce
10659200,,James Kramer,,,kramer.james@ntrs.com,,List Import
10784837,Inactive Investor,Ryan Lassiter,Financial Advisor,Edward Jones Paris TX 3270 Lamar Ave,ryan.lassiter@edwardjones.com,,Salesforce
371979,,Der-chun Shih,,Taiwan,stone16588@gmail.com,,Salesforce
9573070,,William Techar,"Co-Chief Investment Officer, Manager, Managing Partner","Aristeia Capital, LLC",techar@aristeiacapital.com,212-842-8900,List import
10864657,Inactive Investor,Brian Mahler,Associate Vice President;Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Norwell MA 80 Washington St",brian.a.mahler@ampf.com,,Salesforce
11113311,Inactive Investor,Mary Proctor,,"Kestra Investment Services, LLC Bloomfield Hills MI 100 W Long Lake Rd",,,Salesforce
10834885,Inactive Investor,Pablo Heredia,Practice Business Manager,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",pablo.heredia@raymondjames.com,,Salesforce
11040805,Inactive Investor,Traci Hatch,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,tracihatchrobinson@primerica.com,,Salesforce
11099212,Inactive Investor,Leslie Garrison,Chief Operating Officer;Member,"Cornerstone Wealth Management, LLC Des Peres MO 13358 Manchester Rd",,,Salesforce
10887442,Inactive Investor,Lisa Mallery,Financial Advisor,LPL Financial LLC Faribault MN 900 4th St NW,lisa.mallery@lpl.com,,Salesforce
9631379,,Chris Bauer,,,cjbauer1997@gmail.com,,List import
341605,,Miki Okamoto-swanson,Vice President,Lakeside Advisors Inc,miki@lakesideadvisors.com,206-285-1730,Manual List Upload
10805119,Inactive Investor,Michael Ceaser,,Cetera Advisors LLC Dearborn MI 290 Town Center Dr,mike.ceaser@ceteraadvisors.com,,Salesforce
11048779,Inactive Investor,Joseph Goss,Managing Principal;Private Wealth Advisor;Regulatory Contact,"William Joseph Capital Management, Inc.",jody.goss@wjcmllc.com,,Salesforce
10968922,Inactive Investor,Elizabeth Schmuke,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
372594,,Renee Goodison-Ollivierre,,United States,reneeollivi@aol.com,,Yahoo! Natural Search
11111606,Inactive Investor,Jason Abar,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jason.abar@schwab.com,,Salesforce
11037676,Inactive Investor,Sean Reddick,,"Empower Financial Services, Inc Olathe KS Private Residence",,,Salesforce
9547742,,Benjamin Hodges,,,bjhdmdpa@gmail.com,,List import
11195426,Inactive Investor,Russell Gebhard,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Sovereign Wealth Advisors LLC,rgebhard@sovereigngrp.com,,Salesforce
11054879,Inactive Investor,Thomas West,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",thomas.west@valic.com,,Salesforce
11043489,Inactive Investor,Joshua Helfand,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",joshua.helfand@lfg.com,,Salesforce
10986753,Inactive Investor,Jesus Lopez,,PFS Investments Inc. Peoria AZ 8476 W Thunderbird Rd,jlopez@primerica.com,,Salesforce
10934512,Inactive Investor,Orlando Garzon,,LifeMark Securities Corp. Winter Park FL Private Residence,ogarzon@lifemark.com,,Salesforce
11005235,Inactive Investor,Matthew West,Associate,Edward Jones Waxahachie TX 109 W Marvin Ave,,,Salesforce
11038915,Inactive Investor,Susan Sparr,Financial Professional,"MML Investors Services, LLC Cincinnati OH Private Residence",ssparr@financialguide.com,,Salesforce
9544532,,long Lu,,,luyuanlong@gmail.com,,List import
11081275,Inactive Investor,Nicholas Ferbert,Financial Professional,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10847049,Inactive Investor,Domenica Leitner,,Cetera Advisors LLC Philadelphia PA 400 Market St,,,Salesforce
11146295,Inactive Investor,Ryan Dolan,Founder;Managing Partner,Dolan Partners LLC Danville CA 100 Lehigh Valley Pl,ryanpdolan@dolanpartners.com,,Salesforce
10937377,Inactive Investor,Edward Gaddis,,Country Capital Management Company Gainesville GA 604 Washington St NW,edward.gaddis@countryfinancial.com,,Salesforce
10784496,Inactive Investor,Angela Large,Compliance Officer,"Wells Fargo Clearing Services, LLC",angela.mercurio@wellsfargoadvisors.com,,Salesforce
10839983,Inactive Investor,Angela McClain,,GuideStone Financial Services,angela.mcclain@guidestone.org,,Salesforce
10900306,Inactive Investor,Amy Deterding,,Edward Jones Verona WI 951 Kimball Ln,,,Salesforce
9546828,,Mahindra Shah,,,mahindrashah68@gmail.com,,List import
10910180,Inactive Investor,Scott Neu,,LPL Financial LLC Pierre SD 1714 N Lincoln Ave,scott.neu@lpl.com,,Salesforce
10832427,Inactive Investor,Colin Talia,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,colin.talia@ubs.com,,Salesforce
11160095,Inactive Investor,Yuhao Wang,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,yuhao.wang@opco.com,,Salesforce
10819993,Inactive Investor,Jennifer Whalen,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",jennifer_whalen@ml.com,,Salesforce
9631621,,will stone,,,willstone@gmail.com,,List import
10961327,Inactive Investor,Frederick Phillips,Chief Compliance Officer;Managing Member,Investment Cards RIA L.L.C. Chicago IL 1000 N Lake Shore Plz,fp@investorcashmanagement.com,,Salesforce
11108212,Inactive Investor,Amanda Martin,,"Ameriprise Financial Services, LLC Cedar Falls IA 6919 Chancellor Dr",amanda.martin@ampf.com,,Salesforce
9578114,,Cynthia Reidy,,,cindy.reidy@tfaconnect.com,,List import
5154163,,Doug Linderer,,,dl1332@icloud.com,4106038314,Web Form Fillout
9635977,,Eric Hanno,,,eric.hanno@alpinvest.com,,List import
99624,,Lori Coombs,,WWCM,lori.d.coombs@wwcapmgmt.com,3015097476,
9553903,,Rameshwar Singh,,Calton & Associates,rsingh@calton.com,,List import
46854,,George Simeonov,,Bulgaria,gsimeonov2012@gmail.com,,
10618443,,Nathaniel Kellogg,,,nkellogg@marquetteassociates.com,,List import
11093573,Inactive Investor,Jeffrey Gomer,,"RBC Capital Markets, LLC Boston MA 53 State St",,,Salesforce
10985533,Inactive Investor,Luis Medina,Chief Investment Officer;Principal;Regulatory Contact,"LMPG Wealth Advisors, LLC Coral Gables FL 1825 Ponce de Leon Blvd",lmedina@lmpgwealth.com,,Salesforce
11112212,Inactive Investor,Glenda Perez,,J.P. Morgan Securities LLC Miami Beach FL 1801 Alton Rd,glenda.perez@jpmorgan.com,,Salesforce
11174528,Inactive Investor,Christopher Maxfield,Financial Advisor,LPL Financial LLC Stockton CA 1776 W March Ln,christopher.maxfield@lpl.com,,Salesforce
11010718,Inactive Investor,Regina Soares,,PFS Investments Inc. Sparks NV 1855 Sullivan Ln,rsoares@primerica.com,,Salesforce
11032512,Inactive Investor,Aaron Tanner,,LPL Financial LLC Paradise Valley AZ 5057 E Sky Desert Ln,,,Salesforce
11081638,Inactive Investor,Matthew Hoppal,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9554535,,Theodore Beringer,,,ted@theberingergroup.com,,List import
11099706,Inactive Investor,Joseph Trucano,Director - Financial Planning,Oliver Luxxe Assets LLC,joe.t@oliverluxxe.com,,Salesforce
9624661,,baz baz,,,bazard@hotmail.com,,List import
10804802,Inactive Investor,Felicia Malc,Financial Consultant,"Equitable Advisors, LLC Point Pleasant NJ Private Residence",felicia.woodruff@equitable.com,,Salesforce
10791773,Inactive Investor,Teresa Bechard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 4001 Carmichael Rd",teresa.bechard@ml.com,,Salesforce
11078061,Inactive Investor,Michael Dolson,Financial Advisor,Edward Jones Chesterfield MO 1 McBride and Son Center Dr,michael.dolson@edwardjones.com,,Salesforce
10926687,Inactive Investor,Patrick Kirvan,Chief Compliance Officer;Financial Planner;Managing Member,Advanced Planning Advisors Group Inc.,rkirvan@apadvisors.net,,Salesforce
11164585,Inactive Investor,Beau Wimpee,,"Farmers Financial Solutions, LLC Rockwall TX 105 W Kaufman St",,,Salesforce
11260407,Inactive Investor,Michael Carbone,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
9578144,,Steven Young,,,steve.young@lfg.com,,List import
9620851,,Doruk Ismen,,,ismend70@gmail.com,,List import
9614752,,Paul Figueroa,,,figsterp@gmail.com,,List import
10919160,Inactive Investor,Ian Crowe,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 330 N Higgins Ave",,,Salesforce
11018638,Inactive Investor,Danaiqui Caveda,,J.P. Morgan Securities LLC Miami FL 9501 W Flagler St,danaiqui.caveda@jpmorgan.com,,Salesforce
10999144,Inactive Investor,Donald Richards,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,donald.richards@primerica.com,,Salesforce
10970820,Inactive Investor,Guiliana Nicoletti,,PFS Investments Inc. Miami FL 7955 NW 12th St,gnicoletti@primerica.com,,Salesforce
9552249,,Raymond Morgosh,,,scott@10starassetmanagement.com,,List import
11111614,Inactive Investor,Bruce Resnik,,Purshe Kaplan Sterling Investments New York NY 6 W 18th St,bresnik@pksinvest.com,,Salesforce
10931331,Inactive Investor,Kristin Kissane,,"Osaic Wealth, Inc. Andover MA 38 Main St",,,Salesforce
10854142,Inactive Investor,Kyle Watt,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland OR 9900 SW Greenburg Rd",kyle.watt@tiaa.org,,Salesforce
11117680,Inactive Investor,Glenn Palmitessa,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Plymouth Meeting PA 2250 Hickory Rd",glenn.palmitessa@ampf.com,,Salesforce
9597871,,Kyungmo Cheon,,,ppsstp@naver.com,,List import
9550945,,Louis Shinaman,,,lshinaman@ruggiewealth.com,,
9553335,,Ryan Hasey,,,ryan.hasey@voyafa.com,,List import
10825246,Inactive Investor,Jaime Suarez Quiroz,International Financial Advisor;Senior Vice President,Morgan Stanley Spring TX 24 Waterway Ave,jaime.suarez@morganstanley.com,,Salesforce
11162435,Inactive Investor,William Herritage,Financial Advisor,LPL Financial LLC Columbia SC 388 Saint Andrews Rd,ben.herritage@lpl.com,,Salesforce
10795932,Inactive Investor,Patrick Hardie,,"Nations Financial Group, Inc. Nashville TN 913 Harpeth Valley Pl",phardie@nationsfg.com,,Salesforce
11076362,Inactive Investor,Stephen Giannangeli,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dover DE 55 Kings Hwy",,,Salesforce
11189607,Inactive Investor,James Chaffee,,"Raymond James Financial Services, Inc. Federal Way WA 32015 1st Ave S",jim.chaffee@raymondjames.com,,Salesforce
11065616,Inactive Investor,Min Kwak,,"MML Investors Services, LLC Annandale VA 7369 McWhorter Pl",mkwak@financialguide.com,,Salesforce
10972760,Inactive Investor,Maleesha Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",maleesha.johnson@tiaa.org,,Salesforce
9593466,,Michael Koenig,,,mkoenig@hamiltonlane.com,,List import
9637731,,Rob Teeter,,,rteeter@silvercrestgroup.com,,List import
9594842,,Elizabeth Derway,,,ederway@coburnfinancial.com,,List import
11079507,Inactive Investor,Jacob Fuhrman,,"Packerland Brokerage Services, Inc. Menomonie WI 320 23rd Ave E",jacob_fuhrman@packerlandbrokerage.com,,Salesforce
10965292,Inactive Investor,Luis Pantoja,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,lpantoja@primerica.com,,Salesforce
10980749,Inactive Investor,Arif Ali,Chief Compliance Officer;Managing Member,AA Wealth Strategies LLC,arif@aa-cpatax.com,,Salesforce
10807424,Inactive Investor,Robert Moyes,Financial Advisor,LPL Financial LLC Houston TX 1717 West Loop S,robert.moyes@lpl.com,,Salesforce
10775895,Inactive Investor,Dylan Erhart,District Manager,"Wells Fargo Clearing Services, LLC Steamboat Springs CO 320 S Lincoln Ave",dylan.erhart@wellsfargoadvisors.com,,Salesforce
9571559,,Thomas Kenaya,,,whob007@yahoo.com,,List import
11204757,Inactive Investor,James Blair,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Sugar Land TX 15958 City Walk,j.scott.blair@ubs.com,,Salesforce
11185460,Inactive Investor,David Bains,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Sacramento CA 7375 Greenhaven Dr",david.bains@wellsfargo.com,,Salesforce
10948162,Inactive Investor,Theresa Kumar,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",theresa.kumar@wellsfargo.com,,Salesforce
11018042,Inactive Investor,Charlotte Doherty,,PFS Investments Inc. Cranston RI 1255 Oaklawn Ave,cdoherty@primerica.com,,Salesforce
10614150,,Glen Sher,Financial Advisor,,glen.sher@wellsfargoadvisors.com,,List Import
333582,,Laura Combs,Managing Director,Mercer Global Advisors Inc.,laura.combs@merceradvisors.com,,
11052375,Inactive Investor,Perry Worzella,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Stevens Point WI 5673 US Hwy 10 E",perry.worzella@usbank.com,,Salesforce
10951908,Inactive Investor,Lauren Schwanbeck,,J.P. Morgan Securities LLC Frankfort IL 20801 S La Grange Rd,lauren.a.schwanbeck@jpmorgan.com,,Salesforce
212207,,Nancy Riggs,,[Unknown],whtlily3@aol.com,,Direct
11099956,Inactive Investor,Lea Reyes,,"Transamerica Financial Advisors, Inc Irvine CA 1 Technology Dr",lea.reyes@tfaconnect.com,,Salesforce
10616996,,Kevin Raftery,,,kevin.raftery@lpl.com,,List Import
2860919,,aliaksei yatskevich,,,alexeyyatskevich7@gmail.com,,
9558379,,Erich Feller,,,feller.erich@principal.com,,List import
9597965,,Norman Thomson,,,nthomson@financialengines.com,,List import
10615066,,Georgia Alexis,"Assistant Vice President - Wealth Management, Financial Advisor, Portfolio Manager",,georgia.alexis@morganstanley.com,,List Import
10819976,Inactive Investor,Jacques Bolivar,Financial Advisor,LPL Financial LLC Pacific Grove CA Private Residence,jacques.bolivar@lpl.com,,Salesforce
10977482,Inactive Investor,Erwin Thakur,Resident Director Assistant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",erwin.thakur@ml.com,,Salesforce
10813174,Inactive Investor,Zachary Frangos,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",zachary_a_frangos@ml.com,,Salesforce
10827354,Inactive Investor,Richard Gagne,Financial Advisor,Commonwealth Financial Network Beaumont TX 6755 Phelan Blvd,rgagne@commonwealth.com,,Salesforce
10841952,Inactive Investor,Eric Genova,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,eric.genova@primerica.com,,Salesforce
10958446,Inactive Investor,Patrick Sheridan,,"Allstate Financial Services, LLC Middletown NJ 188 Kings Hwy",patricksheridan@allstate.com,,Salesforce
11122441,Inactive Investor,Keith Minton,Financial Advisor,Edward Jones Chapel Hill NC 100 Europa Dr,keith.minton@edwardjones.com,,Salesforce
9648430,,laurent marty,,,lm_trade@maloma.net,,List import
10923568,Inactive Investor,Michael Lenahan,,Country Capital Management Company Bloomington IL 3008 Gill St,michael.lenahan@countryfinancial.com,,Salesforce
9599342,,Dawn Blankenship,"Founding Partner, Chief Compliance Officer, & Chief Operating Officer",Socorro Asset Management,dawn@socorroasset.com,,List import
11047327,Inactive Investor,Deneesha Ellis,,"Vanderbilt Securities, LLC Tarrytown NY Private Residence",,,Salesforce
10656960,,Thomas Labelle,,,20thomas.labelle@oberweis.net,,List Import
11086087,Inactive Investor,Brittanie Crayne,Client Service Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,brittanie.crayne@morganstanleypwm.com,,Salesforce
220567,,Euclides Jimenez JR,,[Unknown],jimenez.euclides@gmail.com,,source
11255411,Inactive Investor,Lucas Belanger,Private Wealth Advisor,"Verdence Capital Advisors, LLC",lbelanger@verdence.com,,Salesforce
11013913,Inactive Investor,Sophia Nicole Parker,,J.P. Morgan Securities LLC New Orleans LA 4400 General Degaulle Dr,sophia-nicole.parker@jpmorgan.com,,Salesforce
11172138,Inactive Investor,John Ritezel,Financial Advisor,Commonwealth Financial Network Issaquah WA 22526 SE 64th Pl,jritezel@commonwealth.com,,Salesforce
10949386,Inactive Investor,Steven Campbell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10509911,,Andy Hyer,National Sales Manager,Nasdaq Dorsey Wright,andyh@dorseymm.com,,List Import
10918630,Inactive Investor,Maohong Li,Financial Advisor,"MML Investors Services, LLC Fort Lauderdale FL 8151 Peters Rd",maohongli@financialguide.com,,Salesforce
9547486,,Paul Klerman,,,paul_klerman@yahoo.com,,List import
11007306,Inactive Investor,Mark Snyder,Banking Manager;Vice President,"Charles Schwab & Co., Inc. Lafayette Hill PA Private Residence",,,Salesforce
11091597,Inactive Investor,Joseph Plemel,,State Farm VP Management Corp. Owatonna MN 920 Hoffman Dr,,,Salesforce
11138015,Inactive Investor,Jamie Dietterle,,"Northwestern Mutual Investment Services, LLC Mobridge SD 1415 E Grand Xing",jamie.dietterle@nm.com,,Salesforce
9617185,,Hodge Dewitt,,,shyann1985@yahoo.com,,List import
11070325,Inactive Investor,John Dabrowski,,"J.W. Cole Financial, Inc. Onalaska WI 2800 National Dr",,,Salesforce
9566895,,Mindy Lewis,,,mindy.lewis@valic.com,,List import
11233106,Inactive Investor,Kevin Stastny,,"Wells Fargo Clearing Services, LLC",kevin.stastny@wfadvisors.com,,Salesforce
11123866,Inactive Investor,James Carnaghi,Financial Advisor,LPL Financial LLC Grand Rapids MI 3180 East Paris Ave SE,james.carnaghi@lpl.com,,Salesforce
223112,,Crypto News,,[Unknown],cryptodotnews22@gmail.com,,Direct
11031284,Inactive Investor,Donald Pearson,,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,donald_pearson@glic.com,,Salesforce
10866581,Inactive Investor,Michael Meads,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Lexington VA 217 S Main St",mike.meads@wellsfargoadvisors.com,,Salesforce
10919599,Inactive Investor,Michael Rice,,"FBL Marketing Services, LLC Veedersburg IN 206 E 2nd St",michael.rice@fblfinancial.com,,Salesforce
10969649,Inactive Investor,Donald Michael,Regional Manager;Senior Vice President,"U.S. Bancorp Investments, Inc. Saint Louis MO 5418 Hampton Ave",don.michael@usbank.com,,Salesforce
11192836,Inactive Investor,Lori Murphy,,"MML Investors Services, LLC Mercer Island WA 7853 SE 27th St",,,Salesforce
9601170,,Philip Gibson,,,pgibson@carrollfinancial.com,,List import
11204784,Inactive Investor,Joseph Careccia,Wealth Strategist,LPL Financial LLC Latham NY 3 Lear Jet Ln,joseph.careccia@lpl.com,,Salesforce
9551930,,scott robinson,,,scottrobinson388@gmail.com,,List import
11153342,Inactive Investor,William Waxman,,"The Leaders Group, Inc. Indianapolis IN 3388 Founders Rd",,,Salesforce
10825945,Inactive Investor,Gordon Robinson,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,gordon.robinson@lpl.com,,Salesforce
9631881,,Brittney Sturtevant,,,brittneysturtevant@gmail.com,,List import
11041580,Inactive Investor,Veronica Miller,Senior Client Service Associate;Team Administrator,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,veronica.miller@ubs.com,,Salesforce
10755100,Inactive Investor,Justin Yip,Financial Advisor;Registered Associate,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,justin.yip@morganstanley.com,,Salesforce
10832313,Inactive Investor,Sean Sittambalam,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",sean.sittambalam@wellsfargoadvisors.com,,Salesforce
11239949,Inactive Investor,Robert Courser,"Partner, Financial Advisor",Brookstone Capital Management LLC Grand Rapids MI 2900 Charlevoix Dr SE,rcourser@cornerstone-rp.com,(616) 301-2581,Salesforce
9564074,,FRANKY RIVAN,,,frankyriyandi.rivan@asia.bnpparibas.com,,List import
11086319,Inactive Investor,David Teasley,Financial Advisor,Edward Jones Overland Park KS 9401 Indian Creek Pkwy,david.teasley@edwardjones.com,,Salesforce
9586024,,David Christopher,,,dave.christopher@thrivent.com,,List import
10647761,,Kurt Cambier,,,kcambier@cambridgeresource.com,,List import
10947123,Inactive Investor,Mario Jorge,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,mario.jorge@jpmorgan.com,,Salesforce
11159229,Inactive Investor,Scott Kibler,,State Farm VP Management Corp. Kalamazoo MI 5585 Gull Rd,scott.kibler.nt1k@statefarm.com,,Salesforce
48124,,Keith Tigue,President,Rts Private Wealth Management,ktigue@rtsadvisors.com,602-224-7850,
373349,,Tyler McMaster,,[Unknown],spamlover177-web@yahoo.com,,source
10895073,Inactive Investor,Laureen Hollyday,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,laureen_hollyday@glic.com,,Salesforce
10486721,,Mark Hoover,Investment Advisor,"Woodbury Financial Services, Inc.",hoover@thebigpicturegroup.com,,List Import
10918944,Inactive Investor,Randall Hobbs,,"Osaic Wealth, Inc. Hobbs NM 117 E Broadway St",randall.hobbs@osaicwealth.com,,Salesforce
10828989,Inactive Investor,Michael Guthals,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,michael.guthals@fmr.com,,Salesforce
11010440,Inactive Investor,Rachel Schwensohn,,CIBC World Markets Corp. Milwaukee WI 411 E Wisconsin Ave,rachel.schwensohn@cibc.com,,Salesforce
10926899,Inactive Investor,Garth Ahern-Hendryx,,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",,,Salesforce
10617868,,Ryan Carter,,,r.carter@ml.com,,List Import
9585047,,MJ Tari,,,mjtphd@yahoo.com,,List import
11101288,Inactive Investor,Harry Anderegg,Division Leader,PFS Investments Inc. New Philadelphia OH 1776 Tech Park Dr NE,harry.anderegg@primerica.com,,Salesforce
10761086,Inactive Investor,Agnieszka Supel,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",agnieszka_supel@ml.com,,Salesforce
11069595,Inactive Investor,Kurt Gabriel,,Morgan Stanley,,,Salesforce
11228592,Inactive Investor,Joseph Dehni,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10860627,Inactive Investor,Alison Fowler,General Counsel,"Revolution Partners, LLC Memphis TN 700 Colonial Rd",afowler@revolutionpartners.com,,Salesforce
11084918,Inactive Investor,Breyanna Kerley,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11000722,Inactive Investor,Anthony Lombardi,Financial Advisor,PNC Investments Tampa FL 1915 N Dale Mabry Hwy,anthony.lombardi@pnc.com,,Salesforce
11172670,Inactive Investor,Kit Fogle,,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",,,Salesforce
10833683,Inactive Investor,Ronald Boyette,,"Level Four Financial, LLC Panama City FL 225 Forest Park Cir",,,Salesforce
10661377,,David Becker,,,dbecker@cfipartners.com,,List Import
11006476,Inactive Investor,Eric Sherwood,,Country Capital Management Company Centralia WA 1616 S Gold St,eric.sherwood@countryfinancial.com,,Salesforce
10783412,Inactive Investor,Stacia Kerlin-Welch,,J.P. Morgan Securities LLC Dayton OH 2800 Far Hills Ave,stacia.kerlin-welch@jpmorgan.com,,Salesforce
9604615,,Jan Gab,,,laymitchell86@gmail.com,,List import
11108573,Inactive Investor,Tiffany Showerman,,"Raymond James Financial Services, Inc. Glen Allen VA 4300 Cox Rd",tiffany.showerman@raymondjames.com,,Salesforce
244097,,Brendan Falls,SVP,GeoWealth,brendan.falls@geowealth.com,1.13122E+11,Manual List Upload
9584020,,Matthew Mcfarland,,,mmcfarland@rmdavis.com,,List import
11254108,Inactive Investor,Nathan Verbeten,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",nathan.verbeten@ampf.com,,Salesforce
11033535,Inactive Investor,James Altobell,,"Farmers Financial Solutions, LLC Las Vegas NV 8010 W Sahara Ave",jaltobell@farmersagent.com,,Salesforce
11126188,Inactive Investor,Joseph Garner,Financial Advisor,LPL Financial LLC Chandler AZ 3910 S Alma School Rd,joe.garner@lpl.com,,Salesforce
221271,,paul turner,,[Unknown],paul@carblip.com,,
10646743,,Kristi Crisman,,,kristi.crisman@wellsfargo.com,,List Import
9601644,,Timothy Weitzel,,,tweitzel@weitzelfinancial.com,,List import
9588520,,Nhat Minh Tran,,,martini.shady@gmail.com,,List import
10756414,Inactive Investor,Daniel Krzywda,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,daniel.krzywda@fidelity.com,,Salesforce
10812694,Inactive Investor,Devin Rountree,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",,,Salesforce
11149901,Inactive Investor,Ann Kane,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11015969,Inactive Investor,Daniel Hernandez Zuleta,,Ally Invest Securities LLC,,,Salesforce
11217482,,Christopher Perry,,,christopher.perry@jpmorgan.com,,Other
10613272,,Roger Mahfouz,"Financial Advisor, Vice President",,roger.mahfouz@ml.com,,List Import
11058838,Inactive Investor,Kamryn Nation,Financial Professional,Park Avenue Securities LLC Fort Worth TX 6000 Western Pl,kamryn_manley@glic.com,,Salesforce
10850278,Inactive Investor,Luigi Mancusi,,"Sanctuary Securities, Inc. Northbrook IL 40 Skokie Blvd",lmancusi@sanctuarywealth.com,,Salesforce
10879509,Inactive Investor,Ryan Weaver,,Citigroup Global Markets Inc.,ryan.weaver@citi.com,,Salesforce
9571597,,James Carl,,,jc@advisorshares.com,,List import
11088635,Inactive Investor,Tanner Specht,,Thrivent Investment Management Inc.,tanner.specht@thrivent.com,,Salesforce
11141457,Inactive Investor,Kinggod Elhussi-Bey,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,kking@aegiscap.com,,Salesforce
11056554,Inactive Investor,John Hiles,Financial Advisor,Morgan Stanley Springfield MO 1535 E Primrose St,john.hiles@morganstanley.com,,Salesforce
10868673,Inactive Investor,Zahir Noormohamed,,"Avantax Investment Services, Inc. Midland TX 712 W Dengar Ave",,,Salesforce
10618435,,Marc Laguardia,,,marc.laguardia@wellsfargoadvisors.com,,List Import
11159651,Inactive Investor,Daniel Fiarito,Financial Advisor,Edward Jones Vernon Hills IL 175 E Hawthorn Pkwy,dan.fiarito@edwardjones.com,,Salesforce
11174497,Inactive Investor,Patrick Howard,,LPL Financial LLC El Cajon CA 1950 Cordell Ct,patrick.howard@lpl.com,,Salesforce
9574375,,Pierre Serhal,,,galacticpierre@gmail.com,,List import
10914052,Inactive Investor,Ryan Ballentine,Chief Executive Officer;Founder;President,"Bireme Capital, LLC Boston MA 50 Milk St",rballentine@biremecapital.com,,Salesforce
10774904,Inactive Investor,Nigel Francis,Academy Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",nigel.francis@bofa.com,,Salesforce
9581626,,An?l Evci,,,d.anil.evci@gmail.com,,List import
10777087,Inactive Investor,Robert Wilson,Senior Vice President - Investments,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",bobwilson@synovus.com,,Salesforce
10872565,Inactive Investor,Verlon Hicks,,"MML Investors Services, LLC",,,Salesforce
10347725,,Jarrid Berry,,,bitggrvp3.bofa@gmail.com,,Web Form Fillout
11093003,Inactive Investor,Jorge Rodriguez,Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,jorge.rodriguez@ubs.com,,Salesforce
9599198,,Markus Reitan,,,markus@igglimited.com,,List import
11012761,Inactive Investor,Huu Nguyen,,"MML Investors Services, LLC Chandler AZ 2727 W Frye Rd",,,Salesforce
10849705,Inactive Investor,Jeremiah Hughes,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11183376,Inactive Investor,Michele Ziccarelli,,"MML Investors Services, LLC",,,Salesforce
10971417,Inactive Investor,Elaine Freeman,,Citigroup Global Markets Inc. New York NY 399 Park Ave,,,Salesforce
11184440,Inactive Investor,Mayank Madhavani,Chief Compliance Officer;Investment Advisor Representative;Managing Member;President,Neya Capital Palmdale CA 1058 W Avenue M14,mayank@neyacapital.com,,Salesforce
10657659,,Emily Rhoady,,,emily.m.schrombeck@chase.com,,List Import
10777780,Inactive Investor,Jennifer Ryder,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Mobile AL 3514 Montlimar Plaza Dr",jennifer.m.moore@ampf.com,,Salesforce
10946535,Inactive Investor,Danielle Halliday,,"Bankers Life Securities, Inc. Greenwood IN 107 N State Road 135",danielle.halliday@bankerslife.com,,Salesforce
11101775,Inactive Investor,April Sandoval,Registered Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",april.sandoval@wfa.com,,Salesforce
11233373,Inactive Investor,Russell Yuen,,William Blair,,,Salesforce
10656607,,Kristen Mederich,,,kristen.mederich@wellsfargoadvisors.com,,List Import
11030586,Inactive Investor,Ishmael Thomas,,J.P. Morgan Securities LLC Canton MI 45345 Ford Rd,ishmael.thomas@jpmorgan.com,,Salesforce
10768646,Inactive Investor,Rebecca Leary,Complex Risk Officer;Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,rebecca.leary@morganstanley.com,,Salesforce
9607945,,Alberto Pedroza,,,pedroza.al@gmail.com,,List import
11045175,Inactive Investor,Kristin Fincher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11000268,Inactive Investor,Chance Bush,,PFS Investments Inc. Altamonte Springs FL 114 W Orange St,,,Salesforce
10927044,Inactive Investor,Matthew Marino,,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",mmarino@nationallife.com,,Salesforce
10606513,,Herbert Hoffman,"Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,herbert.hoffman@ubs.com,516-745-8851,List Import
11052603,Inactive Investor,Kimii Mitsui,,NYLIFE Securities LLC New York NY 420 Lexington Ave,kcmitsui@ft.newyorklife.com,,Salesforce
11019832,Inactive Investor,Alec Brown,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,,,Salesforce
11095490,Inactive Investor,Terance Power,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",terry_power@ml.com,,Salesforce
10876542,Inactive Investor,Talbot Quintero,,"Wells Fargo Clearing Services, LLC",talbot.quintero@wellsfargoadvisors.com,,Salesforce
10855532,Inactive Investor,Gregory Elliott,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11217633,,Shawn Zimmermann,,,shawn.zimmermann@jpmorgan.com,,Other
10861953,Inactive Investor,Kenneth Blanton,,"NewEdge Securities, Inc. Novi MI 39555 Orchard Hill Pl",,,Salesforce
10974163,Inactive Investor,Joseph Ricker,,"Allstate Financial Services, LLC Lockport IL 901 S State St",joericker@allstate.com,,Salesforce
10819110,Inactive Investor,Michael Durant,Chief Compliance Officer;Owner,"Belmont Financial, LLC Belmont MA 30 Church St",,,Salesforce
9574704,,Gemma Patricio,,,uniquegtp98@yahoo.com,,List import
11179865,Inactive Investor,Janet Stamato,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hackensack NJ 433 Hackensack Ave",stamatoj@stifel.com,,Salesforce
200956,,Anita Prinner,,[Unknown],prinner02@gmail.com,,source
11207912,Inactive Investor,Elizabeth Bass,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,elizabeth.pritchett@morganstanley.com,,Salesforce
10778821,Inactive Investor,Thomas Demarois,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",thomas_demarois@ml.com,,Salesforce
10964179,Inactive Investor,Vijay Alagirisamy,Chief Compliance Officer,"Accent Capital Management, LLC Centerville OH 170 E Spring Valley Pike",vijayalagirisamy@accent-cm.com,,Salesforce
1003343,Inactive Investor,Jeff Morris,,Tinder,jeff.morris@gmail.com,,3rd Party Lead Gen
10874074,Inactive Investor,Neil Cohen,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Beverly Hills CA 9245 Wilshire Blvd,neil.j.cohen@jpmorgan.com,,Salesforce
9546405,,Michael Norton,,,michael.paul.norton@gmail.com,,List import
9636837,,Joel Banes,,,jbanes@shay.com,,List import
11158481,Inactive Investor,Helen Shapiro,,Park Avenue Securities LLC,helen_shapiro@glic.com,,Salesforce
9562914,,Joshua Plant,,,joshua@plantpr.com,,List import
348321,,Vincent Vertin,Managing Director,"Merced Capital, L.p.",vvertin@mercedcapital.com,952-476-7200,Manual List Upload
211823,,Elizabeth Held,Senior Director,Subject Matter,held@teamsubjectmatter.com,,Content
10850744,Inactive Investor,Andrew Mirkovich,,Portfolio Strategies Inc Tacoma WA 1724 W Union Ave,,,Salesforce
9617420,,Mick Mr,,,yellowgoldfinger@gmail.com,,List import
11111299,Inactive Investor,Tara Hamel,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
373201,,TOM UM,,[Unknown],tomum8858@yahoo.com,,source
11188283,Inactive Investor,Lance Larsen,,"Woodmen Financial Services, Inc.",llarsen@woodmen.org,,Salesforce
11120548,Inactive Investor,Christopher Cooper,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,christopher.cooper@primerica.com,,Salesforce
222981,,Samit Khatri,,[Unknown],samitjkhatri@gmail.com,,
11039521,Inactive Investor,William Tafel,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",william.tafel@wellsfargoadvisors.com,,Salesforce
11010022,Inactive Investor,Mitchell Taing,,NYLIFE Securities LLC Irvine CA 2020 Main St,mtaing@ft.newyorklife.com,,Salesforce
11143606,Inactive Investor,Sandra Gasser,,"Raymond James Financial Services, Inc. Akron OH 822 Kumho Dr",sandy.gasser@raymondjames.com,,Salesforce
342669,,Justin Green,Partner,"Palladium Equity Partners Advisor, Llc",jgreen@palladiumequity.com,212-218-5150,Manual List Upload
336511,,Pasha Zargarof,"General Counsel, member Of Board Of Managers","Cbre Global Value Investors, Llc",pasha.zargarof@cbreglobalinvestors.com,212-824-2150,Manual List Upload
11097461,Inactive Investor,Jennifer Pollak,,Kovack Securities Inc.,,,Salesforce
11016734,Inactive Investor,Stephen Carpenter,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,slcarpenter@ft.newyorklife.com,,Salesforce
11212982,Inactive Investor,Dave Keller,,Country Capital Management Company Crystal Lake IL 1095 Pingree Rd,david.keller@countryfinancial.com,,Salesforce
9598885,,Travis Boettner,,,tboettner@morgenthaler.com,,List import
209556,,nileshkumar lakhani,,[Unknown],nillakhani@gmail.com,,Paid Social
10803410,Inactive Investor,Patricia Yell,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,patricia.yell@ubs.com,,Salesforce
10873533,Inactive Investor,Jeffrey Stalo,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,jeffrey.stalo@primerica.com,,Salesforce
11086468,Inactive Investor,Valeriya Kolesnikova,,NYLIFE Securities LLC Brooklyn NY 2711 Coney Island Ave,vmkolesnikov@ft.newyorklife.com,,Salesforce
10386949,,ping-chuan lee,,,pingleewu@gmail.com,,Web form fillout
10956761,Inactive Investor,Edward Milewski,,LPL Financial LLC Chicago IL 736 N Hudson Ave,edward.milewski@lpl.com,,Salesforce
214680,,Anton Räsänen,,[[Unknown]],anasramail@gmail.com,,Initial Salesforce Import
10921497,Inactive Investor,Brendon Elliot,,NYLIFE Securities LLC Plymouth MA 34 Main Street Ext,belliot@ft.newyorklife.com,,Salesforce
10915618,Inactive Investor,Tiffany Haupert,Financial Advisor,LPL Financial LLC Logansport IN 1405 W Market St,tiffany.haupert@lpl.com,,Salesforce
214587,,Jason Pierce,,[Unknown],playzjay758@gmail.com,,Direct
10909874,Inactive Investor,Terry Thomason,Chief Compliance Officer;Investment Advisor Representative;President,Replica Wealth Advisors Inc,info@replicawealthadvisors.com,,Salesforce
11087743,Inactive Investor,Ryan Schmidt,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",ryan.schmidt@prudential.com,,Salesforce
10944646,Inactive Investor,Anthony Lopez,,"Cambridge Investment Research, Inc. Surfside Beach TX Private Residence",,,Salesforce
215225,,RFrank Robinson,,[Unknown],rfrankrobinsonla@gmail.com,,Organic Search
11160519,Inactive Investor,Christopher Ferraro,,State Farm VP Management Corp. San Clemente CA 940 Calle Negocio,,,Salesforce
10864048,Inactive Investor,Carole Eckberg,,"Raymond James Financial Services, Inc. Bourbonnais IL 1521 N Convent St",carole.eckberg@raymondjames.com,,Salesforce
10934886,Inactive Investor,Matthew Diruzza,Financial Advisor,Park Avenue Securities LLC Canton OH 4700 Dressler Rd NW,matthew_diruzza@glic.com,,Salesforce
3045285,,Ghulam Mustafa,,,gm290678@gmail.com,,
10817296,Inactive Investor,Paul Martin,,"Empower Financial Services, Inc Wilbraham MA Private Residence",paul.martin@empower.com,,Salesforce
10830181,Inactive Investor,Bradley Smith,,LPL Financial LLC Alexandria LA 5448 Provine Pl,brad.smith@prosperafinancial.com,,Salesforce
11194966,Inactive Investor,Stephanie Weiss,,"Sanford C. Bernstein & Co., LLC",stephanie.weiss@alliancebernstein.com,,Salesforce
222345,,michael carr,,[Unknown],michaelfmcarr21@hotmail.com,,
10994307,Inactive Investor,Andrea Hendon,Private Client Advisor,J.P. Morgan Securities LLC Sugar Land TX 2410 Hwy 6,andrea.hendon@jpmorgan.com,,Salesforce
10977493,Inactive Investor,Rhys Williams,Director;Senior Wealth Advisor,"Dakota Wealth, LLC",rwilliams@dakotawm.com,,Salesforce
9578361,,Ofer Barniv,,,ofe23ksu@gmail.com,,List import
9565927,,Nicholas Webb,,,nwebb@slaglefinancial.com,,List import
10808724,Inactive Investor,Scott Fisher,,"Avantax Investment Services, Inc. Somerset PA 449 Westridge Rd",,,Salesforce
11155987,Inactive Investor,An Hoang,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",an.hoang@schwab.com,,Salesforce
9558487,,Lunjalien HAOKIP,,,lunjalien97@gmail.com,,List import
233030,, -,,[Unknown],ben@complianceohs.com.au,,
1001690,Inactive Investor,Stan Sung,Managing Director,Genrich Family Office,stansung@genrichfamilyoffice.com, +1 562 888 2982,
10879249,Inactive Investor,Gunit Bedi,Senior Relationship Manager,"Avitas Wealth Management, LLC",gunit@avitaswealth.com,,Salesforce
11101180,Inactive Investor,Douglas Tutwiler,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",douglas.tutwiler@ml.com,,Salesforce
11035648,Inactive Investor,Dustin Martin,Financial Advisor,"Raymond James & Associates, Inc. Cincinnati OH 400 E Business Way",dustin.martin@raymondjames.com,,Salesforce
9619079,,Benjamin Coyne,,,ben.coyne@citadel.com,,List import
228943,, -,,[[Unknown]],hsj6870@naver.com,,Organic Search
237180,, -,,[[Unknown]],uwriteback@yahoo.com,,
11002040,Inactive Investor,Adam Cooley,Financial Consultant,"Equitable Advisors, LLC Phoenix AZ 1137 E Redfield Rd",adam.cooley@equitable.com,,Salesforce
11069281,Inactive Investor,Jackson Dering,,"Farmers Financial Solutions, LLC Phoenix AZ 14040 N Cave Creek Rd",,,Salesforce
11003440,Inactive Investor,Maria Ramos Jimenez,,J.P. Morgan Securities LLC Washington DC 1145 Dahlia St NW,maria.ramos-jimenez@jpmorgan.com,,Salesforce
9580853,,Bruce Smith,,,bruce.a.smith@hotmail.com,,List import
11105747,Inactive Investor,Young Kim,,J.P. Morgan Securities LLC New York NY 368 9th Ave,young.jae.kim@chase.com,,Salesforce
10921013,Inactive Investor,Chadwick Oldenburg,Member;Owner;Principal,Denarius Wealth Management,chadwick@denariuswealthmanagement.com,,Salesforce
9567500,,Curtis Yasutake,,,cyasutake@paccurrent.com,,List import
9633301,,Scott Aber,,,taxdr1965@aol.com,,List import
10973797,Inactive Investor,Mitchell Horner,,The Huntington Investment Company Clinton Township MI 19100 Hall Rd,mitch.horner@huntington.com,,Salesforce
9561992,,Melissa Duffy,,,mduffy@hightoweradvisors.com,,List import
10829590,Inactive Investor,Christie Huang,,Deutsche Bank Securities Inc.,,,Salesforce
10815829,Inactive Investor,Robert Gombar,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,robert.gombar@primerica.com,,Salesforce
11073847,Inactive Investor,Joseph Carwardine,,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",carwardine.joseph@principal.com,,Salesforce
1770166,Inactive Investor,Raphael Wassner,,TBD,rafiwassner@gmail.com,6462832993,
1003357,Inactive Investor,Shawn Weadock,,Alexander Capital,sweadock@alexandercapitalvm.com,,3rd Party Lead Gen
11112392,Inactive Investor,Mahammad Mammadov,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,mahammad.mammadov@jpmorgan.com,,Salesforce
11007809,Inactive Investor,Mark Deview,,"Bankers Life Securities, Inc. Greensboro NC 400 Bellemeade St",mark.deview@bankerslife.com,,Salesforce
9597160,,Mhmmdrfaa_ Mhmmdrfaa_,,,rafarempoa@gmail.com,,List import
11130840,Inactive Investor,Alexander Araniz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",alexander.araniz@ml.com,,Salesforce
9596526,,Christopher Donabedian,,,cdonabedian@winstonim.com,,List import
10616667,,Patricia Marusarz,,,patricia.marusarz@lpl.com,,List Import
11023141,Inactive Investor,Mitchell Mendel,,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",,,Salesforce
9555984,,Steve Diehl,,,sabdiehl70@gmail.com,,List import
189598,,William Garwood,President,Cypress Asset Management Inc,wgarwood@cypressasset.com,713-512-2100,Manual List Upload
10754703,Inactive Investor,Linda Borst,Financial Advisor,The Pinnacle Financial Group Melville NY 555 Broadhollow Rd,,,Salesforce
9567646,,Thomas Perrea,,,tperrea@commonwealth.com,,List import
9615208,,Jeff Bingham,,,jeff@bhretire.com,,List import
10875008,Inactive Investor,Jordan Gristy,Financial Advisor,Edward Jones Horseshoe Bay TX 9710 W FM 2147,jordan.gristy@edwardjones.com,,Salesforce
10982717,Inactive Investor,Makeda Gebre,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",makeda.gebre@tfaconnect.com,,Salesforce
11109129,Inactive Investor,Parto Tehranifar,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,parto.tehranifar@primerica.com,,Salesforce
10860372,Inactive Investor,Heather Barone,,Commonwealth Financial Network Toms River NJ 2040 US Hwy 9,hbarone@commonwealth.com,,Salesforce
332614,,Deangelo Michael Durden,,TBD,dngldurden@gmail.com,4708841789,
10804671,Inactive Investor,Cynthia Bryant,,"MML Investors Services, LLC Barre VT 192 S Main St",cbryant@financialguide.com,,Salesforce
10754851,Inactive Investor,Ronald Lojacono,Member;Partner,"WNY Asset Management, LLC",rlojacono@wnyasset.com,,Salesforce
10839577,Inactive Investor,Marc Alvis,Financial Advisor,"Calton & Associates, Inc. Tallahassee FL 1876 Eider Ct",malvis@calton.com,,Salesforce
11236158,Inactive Investor,Viktoriia Strange-Vitkovska,,Key Investment Services LLC Stone Ridge NY 3565 Main St,,,Salesforce
10077101,,kilim murat,,,lettrenews3@gmail.com,,Web form fillout
11084272,Inactive Investor,Rose Dreiling,,"Osaic Wealth, Inc. Englewood CO 5600 S Quebec St",,,Salesforce
10991031,Inactive Investor,Amanda Vera,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",amanda.vera@nm.com,,Salesforce
10888144,Inactive Investor,Lisa Dupree,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9614460,,Timothy Doyle,,,tpdoyle12@gmail.com,,List import
10961178,Inactive Investor,Melissa Gerry,,"Horace Mann Investors, Inc. Greenfield MA 486 Main St",melissa.gerry@horacemann.com,,Salesforce
11163697,Inactive Investor,Scott Gross,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",,,Salesforce
11151672,Inactive Investor,Linda Piatek,,"Osaic Wealth, Inc. North Andover MA 820 Turnpike St",,,Salesforce
9629355,,Sameer Jain,,,sameerjain71@hotmail.com,,List import
10867901,Inactive Investor,Paul Mainello,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11114210,Inactive Investor,Richard Carroll,Financial Advisor,Edward Jones Charlottesville VA 1430 Rolkin Ct,richard.carroll@edwardjones.com,,Salesforce
11177598,Inactive Investor,Catherine McDermott,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",catherine.mcdermott@ml.com,,Salesforce
10754947,Inactive Investor,Amy Crue,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",amy.crue@ml.com,,Salesforce
10754822,Inactive Investor,Henry Goldenstein,,Cetera Financial Specialists LLC Vernon Hills IL 544 Lakeview Pkwy,henry.goldenstein@ceterafs.com,,Salesforce
11176913,Inactive Investor,Theodore Hughes,Investment Advisor Representative;President;Regulatory Contact,"Hughes Warren, Inc.",ted@hugheswarren.com,,Salesforce
10760782,Inactive Investor,Barry Knight,Senior Consultant;Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",barry_knight@ml.com,,Salesforce
11001873,Inactive Investor,Scott Scearcy,Market Director,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,scott.scearcy@thrivent.com,,Salesforce
10970713,Inactive Investor,Angella Gladney,,State Farm VP Management Corp. Bastrop LA 1911 E Madison Ave,angella.gladney.puti@statefarm.com,,Salesforce
11172075,Inactive Investor,Judith Owens,Senior Representative,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,judith.owens@primerica.com,,Salesforce
11197537,Inactive Investor,Dennis Bacon,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",dennis.k.bacon@bofa.com,,Salesforce
10783775,Inactive Investor,Jeffrey Phipps,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",jeffrey_phippsii@ml.com,,Salesforce
10962168,Inactive Investor,Robert Budavich,,"Allstate Financial Services, LLC Houston TX 9739B N Houston Rosslyn Rd",robertbudavich@allstate.com,,Salesforce
11058799,Inactive Investor,Eric Smith,,"J.W. Cole Financial, Inc. Jacksonville FL Private Residence",b.smith@jwcemail.com,,Salesforce
9572417,,Robert Smith,,,smith_robert@nlvmail.com,,List import
3398223,,paulos Guta,,,pawezee@gmail.com,,Web Form Fillout
10817516,Inactive Investor,John Bean,Managing Member;Wealth Advisor,"Wisdom Financial Services, L.L.C. Geneseo IL 445 US Hwy 6 E",,,Salesforce
10899627,Inactive Investor,Maria Alfaro,,Goldman Sachs & Co.,,,Salesforce
11102285,Inactive Investor,Suhaila Palumbo,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",suhaila.amalanayagam@ml.com,,Salesforce
11146379,Inactive Investor,Kristin Gumbel-Gibson,Financial Advisor,"Concourse Financial Group Securities, Inc. Gainesville FL 4631 NW 53rd Ave",kristin.gumbel-gibson@concoursefinancial.com,,Salesforce
10777093,Inactive Investor,Francine Bergmann,Senior Client Associate,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",francine.bergmann@wellsfargoadvisors.com,,Salesforce
10995455,Inactive Investor,Darlene Cooper,,PFS Investments Inc. Houston TX 11757 Katy Fwy,,,Salesforce
11159918,Inactive Investor,Peter Andresen,Chief Executive Officer;Founder;Owner,Andresen & Associates Inc,pete@andresenassoc.com,,Salesforce
10840864,Inactive Investor,Cameron Reid,Private Wealth Advisor,LPL Financial LLC Roseville CA 548 Gibson Dr,cameron.reid@lpl.com,,Salesforce
11101886,Inactive Investor,Daniel Jeanneret,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,dcjeanneret@ft.newyorklife.com,,Salesforce
9609165,,Ndukwu Franklin,,,lekiteo@live.com,,List import
11022521,Inactive Investor,Michael Smith,,"Allstate Financial Services, LLC Lindale TX 2510 S Main St",,,Salesforce
11112519,Inactive Investor,Ethan Courtad,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",ethan.courtad@ml.com,,Salesforce
11158511,Inactive Investor,Elizabeth Dawson,,"TIAA-CREF Individual & Institutional Services, LLC Concord NC Private Residence",edawson@tiaa-cref.org,,Salesforce
11153617,Inactive Investor,Tricia Klocke,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,tricia.klocke@fidelity.com,,Salesforce
10913895,Inactive Investor,Richard Tyroler,Wealth Advisor,"Great Valley Advisor Group, Inc. Boca Raton FL 3837 NW Boca Raton Blvd",rtyroler@greatvalleyadvisors.com,,Salesforce
10774082,Inactive Investor,Steven Coleman,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
239253,,Francesco Balducci,,[Unknown],francesco.balducci@ms.com,,source
11192479,Inactive Investor,Eugenio Gomez,,"Alterna Securities, Inc.",,,Salesforce
235422,, -,,[[Unknown]],salvationroad117@gmail.com,,
11130477,Inactive Investor,Katherine Tunstall,,"Osaic Wealth, Inc.",,,Salesforce
10772988,Inactive Investor,Andrew Hart,Chief Compliance Officer;Chief Executive Officer,Next Capital Management LLC,ahart@nextcapitalmgmt.com,,Salesforce
10864948,Inactive Investor,Leigh Borage,,"Saxony Securities, Inc. Saint Louis MO Private Residence",lborage@saxonysecurities.com,,Salesforce
11023710,Inactive Investor,Thomas Werner,,CIBC World Markets Corp.,,,Salesforce
229219,, -,,[[Unknown]],rm.evans@telegraph.co.uk,,Organic Search
5503972,,Misael A Hidalgo Hidalgo,,Misael A Hidalgo A,misaeladielhidalgoalcantar@gmail.com,5625509091,Web Form Fillout
9635214,,Lisa Ehrisman,,,lisae@wealthfirm.info,,List import
10896989,Inactive Investor,David Astry,,"Raymond James Financial Services, Inc. Meadville PA 911 Diamond Park",david.astry@raymondjames.com,,Salesforce
9564582,,james mcgregor,,,jwmcgregor@aptwealth.com.au,,List import
11064532,Inactive Investor,Hunter Macwilliams,Financial Advisor,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",hunter.macwilliams@raymondjames.com,,Salesforce
11236005,Inactive Investor,Frank Remund,Financial Advisor,Savvy Garden City ID Private Residence,,,Salesforce
27577,,Adam Carola,,IPF,phizz@aol.com,7818442046,
10890169,Inactive Investor,Daniel Womack,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Longwood FL 2601 W State Road 434",daniel.womack@ml.com,,Salesforce
10897296,Inactive Investor,Rafael Parker,,State Farm VP Management Corp. McKinney TX 1330 N McDonald St,,,Salesforce
11017307,Inactive Investor,Gary Carson,Client Associate;Investment Associate;Senior Investment Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",brian.carson@rbc.com,,Salesforce
11191648,Inactive Investor,Larissa Delagarza Sanchez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9627734,,James Todd,,,mary.hewson1087@gmail.com,,List import
10871893,Inactive Investor,Philip Schmidt,,"Cambridge Investment Research, Inc. Morton IL 805 W Jackson St",,,Salesforce
11097373,Inactive Investor,Mark Burns,Financial Advisor,LPL Financial LLC Kent WA 28127 180th Ave SE,,,Salesforce
9585721,,David Reichert,,,david@reichertwealth.com,,List import
11039648,Inactive Investor,Gary Melnick,,"Kestra Investment Services, LLC Lutherville Timonium MD 2330 W Joppa Rd",,,Salesforce
9581220,,Joan Berger,,,berger@pzena.com,,List import
10773622,Inactive Investor,Dennis Lacey,Financial Advisor,PNC Investments Emerson NJ 422 Old Hook Rd,dennis.lacey@pnc.com,,Salesforce
10814337,Inactive Investor,Richard Stimpson,Chairman;Director;Investment Advisor;Investment Counselor;Shareholder,"Leavell Investment Management, Inc.",rstimpson@leavellinvestments.com,,Salesforce
10648145,,Brian Miller,,,brian@fitassetmanagement.com,,List import
10614896,,Robert Schaefer,Financial Advisor,,robert.schaefer@morganstanley.com,,List Import
10779901,Inactive Investor,Hugh Breslin,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",hugh.e.breslin@wellsfargoadvisors.com,,Salesforce
11185386,Inactive Investor,Neil Jessen,President;Shareholder,"Sun Valley Advisors, Inc.",,,Salesforce
11101689,Inactive Investor,Anthony Caravetta,Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,anthony.caravetta@jpmorgan.com,,Salesforce
11169946,Inactive Investor,Michael Clark,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 116 S River Rd",michael.k.clark@ampf.com,,Salesforce
11100494,Inactive Investor,Giana Hebert,Financial Advisor,Flagship Private Wealth,giana.armano@flagpw.com,,Salesforce
11051761,Inactive Investor,Wade Grimes,,Cetera Investment Services LLC Fort Worth TX 100 Lexington St,wade.grimes@ceterainvestors.com,,Salesforce
11109088,Inactive Investor,William Thrane,,Vanguard Marketing Corporation,william_thrane@vanguard.com,,Salesforce
10960305,Inactive Investor,Maria Galvan,,"Frost Brokerage Services, Inc.",maria.galvan@frostbank.com,,Salesforce
5057617,,Steven Turner,,,turnersw@gmail.com,,Web Form Fillout
10862437,Inactive Investor,Patrick Ayers,Investment Advisor Representative,"Madison Avenue Securities, LLC Roanoke VA 5185 Peters Creek Rd NW",,,Salesforce
10845045,Inactive Investor,Matthew Halpern,Financial Advisor,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",matthew.halpern@wellsfargoadvisors.com,,Salesforce
10989783,Inactive Investor,Richard Hofmann,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,,,Salesforce
10765219,Inactive Investor,Daniel Brixius,,"Cambridge Investment Research, Inc. Harrisburg PA 2090 Linglestown Rd",dan.brixius@compfi.com,(717) 652-2070,Salesforce
373454,,Marc Ackers,,[Unknown],marcackers@hotmail.com,,source
82210,,Clare Retrum,"Chief Administrative Officer, Chief Compliance Officer, Vice President - Operations","C.W. Henderson & Associates, Inc.",cretrum@cwhenderson.com,312-222-1401,
11022380,Inactive Investor,Cynthia Leslie,,"Wells Fargo Clearing Services, LLC Tucson AZ 10585 N Oracle Rd",cynthia.morse@wellsfargoadvisors.com,,Salesforce
10998461,Inactive Investor,Jesse Raines,,Cetera Advisor Networks LLC Plymouth Meeting PA 620 W Germantown Pike,,,Salesforce
10714100,,Robert Podsiadlo,,,serwis-tv@wp.pl,,Web Form Fillout
9627335,,Erin Gee,,,egee19@gmail.com,,List import
10929310,Inactive Investor,Corey Vande Voort,,"Wells Fargo Advisors Financial Network, LLC Cedarburg WI W67N222 Evergreen Blvd",corey.vandevoort@wfafinet.com,,Salesforce
343253,,Colleen Wenke,President & Chief Operating Officer,Taconic Partners,cwenke@tacon.com,212-220-9945,Manual List Upload
372909,,Phylicia Addisson,,[Unknown],phyliciaaddison4@gmail.com,,source
10508242,,Hanson Birringer,,Flowdesk,hanson@flodesk.com,,List Import
10968548,Inactive Investor,Laura Conner,,LPL Financial LLC Tucson AZ Private Residence,,,Salesforce
9604377,,Patrick Smith,,,safij15190@wwgoc.com,,List import
1004313,Inactive Investor,Lauren Pearl,,Lauren Pearl,lauren@trailofbits.com,,3rd Party Lead Gen
11082748,Inactive Investor,Christopher Goodson,,Fidelity Brokerage Services LLC,,,Salesforce
150544,,kanyarat saengsawang,,[Unknown],kanyarat.sa168@gmail.com,,source
11156470,Inactive Investor,Troy Kemelgor,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",troy.kemelgor@nm.com,,Salesforce
10991118,Inactive Investor,Manohar Dhillon,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",,,Salesforce
10981500,Inactive Investor,Deanna Mouat,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",deanna.mouat@hantzgroup.com,,Salesforce
10823925,Inactive Investor,Martin O'Malley,Chief Compliance Officer;President,"Plan B Investments, Inc. Carmel Valley CA 13748 Center St",office@planbii.com,,Salesforce
10787323,Inactive Investor,Jeffrey Beck,Regional Director,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",jeffrey.beck@prudential.com,,Salesforce
10960557,Inactive Investor,Chandler Maxwell,,"Ameritas Investment Company, LLC Dallas TX 17300 Preston Rd",chandler.maxwell@ameritas.com,,Salesforce
10760937,Inactive Investor,Todd Dorman,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Terre Haute IN 401 Ohio St",todd_dorman@ml.com,,Salesforce
11055433,Inactive Investor,Osama Albibi,Financial Advisor,"Wells Fargo Clearing Services, LLC Panama City FL 1022 W 23rd St",osama.albibi@wellsfargoadvisors.com,,Salesforce
11102948,Inactive Investor,Philip Weiss,,PFS Investments Inc. Hudson OH 591 Boston Mills Rd,pweiss@primerica.com,,Salesforce
346492,,Marc Kamber,Executive Vice President,Dana Investment Advisors Inc,mkamber@danainvestment.com,262-782-3631,Manual List Upload
10921397,Inactive Investor,Emmanuel Rivera,Regional Vice President,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,emmanuel.rivera@primerica.com,,Salesforce
11254568,Inactive Investor,Chase Harper,,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10700341,,Feisal Nasser,,,readlater.weqosc8vx8s+5024200@instapaper.com,,Web Form Fillout
9555895,,Amanda Fischer,,,amanda.fischer@securitiesamerica.com,,List import
10966061,Inactive Investor,Scott Celek,,Citigroup Global Markets Inc.,,,Salesforce
11168861,Inactive Investor,Marc Pines,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",marc.pines@stifel.com,,Salesforce
9593569,,Taralee Sundberg,,,tsundberg@financialengines.com,,List import
10783614,Inactive Investor,Dominic Liuzzi,,"Raymond James Financial Services, Inc. Mission Viejo CA 27281 Las Ramblas",dominic.liuzzi@raymondjames.com,,Salesforce
10765577,Inactive Investor,Stephen Bradley,First Vice President - Wealth Management,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,stephen.r.bradley@ubs.com,,Salesforce
10775694,Inactive Investor,Thomas Rossi,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",tom.rossi@nm.com,,Salesforce
11130184,Inactive Investor,Thomas Cross,,Commonwealth Financial Network Lancaster PA 480 New Holland Ave,tcross@commonwealth.com,,Salesforce
9633544,,Eros Jerome,,,407314094@qq.com,,List import
10971232,Inactive Investor,Kristin Cranford,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kristin_cranford@vanguard.com,,Salesforce
352607,,Liz Fishbaugh,Business Development Director,Arbor Point Advisors,lbowden@arborpointadvisors.com,888-777-1992,Manual List Upload
340784,,Nancy Dalmata,Associate,"Ibn Financial Services, Inc",ndalmata@nycap.rr.com,315-652-4426,Manual List Upload
9564714,,jason fial,,,jason@wildewealth.com,,List import
11013471,Inactive Investor,Michael Keefer,,"Equitable Advisors, LLC Zelienople PA 203 E Grandview Ave",michael.keefer@equitable.com,,Salesforce
11120647,Inactive Investor,Aaron Robertson,Financial Advisor,Edward Jones Vergennes VT 229 Main St,aaron.robertson@edwardjones.com,,Salesforce
10929013,Inactive Investor,Andrew Pearl,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10616138,,Anthony Torreon,,,anthony.torreon@53.com,,List Import
11075974,Inactive Investor,Elizabeth Jensen,Executive Director,J.P. Morgan Securities LLC Pasadena CA 201 S Lake Ave,elizabeth.jensen@jpmorgan.com,,Salesforce
10848938,Inactive Investor,Paige Mcdonald,Financial Advisor,"Ameriprise Financial Services, LLC Edmonds WA 110 James St",paige.mcdonald@ampf.com,,Salesforce
10949202,Inactive Investor,Monique Sinmao,Senior Portfolio Manager,SOL Capital Management Co,msinmao@sol-capital.com,,Salesforce
352158,,Jackie Kane,Relationship Manager,"Bernardo Wealth Planning, Llc",jackie@bernardowealthplanning.com,267-500-1080,Manual List Upload
11117490,Inactive Investor,Jeron Brown,Financial Advisor,Edward Jones Turlock CA 2098 E Canal Dr,jeron.brown@edwardjones.com,,Salesforce
11041443,Inactive Investor,Leah Melendez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",leah.melendez@ml.com,,Salesforce
11099201,Inactive Investor,Shahab Tabatabai,Chief Compliance Officer;Investment Advisor;Manager;Managing Director,S & L Financial Management,,,Salesforce
10953367,Inactive Investor,Lauren Ocasio,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,,,Salesforce
9603440,,robin Koh,,,robin.rk.era@gmail.com,,List import
10837908,Inactive Investor,John Turner,,PFS Investments Inc. Taylor MI 22805 Goddard Rd,,,Salesforce
11131736,Inactive Investor,Ignatius Liu,Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,li@ubs.com,,Salesforce
11206059,Inactive Investor,John McCune,Financial Planner,LPL Financial LLC Portsmouth NH 278 Lafayette Rd,john.mccune@lpl.com,,Salesforce
5470330,,kik mik,,,tafican513@covbase.com,,Web Form Fillout
11050980,Inactive Investor,Jung Seh,Financial Advisor,"Bogart Wealth, LLC",jseh@bogartwealth.com,,Salesforce
10914446,Inactive Investor,Paul Hoffmeister,Chief Economist,"Camelot Portfolios, LLC",phoffmeister@camelotportfolios.com,,Salesforce
9611759,,Ashley Reyes,,,reeseae@gmail.com,,List import
10790056,Inactive Investor,Michael Abren,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,michael.abren@ubs.com,,Salesforce
338812,,Katie Schroeder,"Director, Internal Sales Desk",Amg Funds Llc,katie.schroeder@amg.com,203-299-3500,Manual List Upload
9602765,,kelvin swan,,,kelvinjswan@icloud.com,,List import
11087145,Inactive Investor,Michael Dipierno,Financial Consultant,LPL Financial LLC Nutley NJ 359 Centre St,michael.dipierno@lpl.com,,Salesforce
11081270,Inactive Investor,Vincent Bruno,Financial Advisor;Financial Services Professional,"MML Investors Services, LLC Peoria IL 401 SW Water St",vbruno@financialguide.com,,Salesforce
9572115,,Erick Buckley,,,ebuckley@ft.newyorklife.com,,List import
11016685,Inactive Investor,Stephen Kanode,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",stephen.kanode@bankerslife.com,,Salesforce
10979892,Inactive Investor,Logan Jackson,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member;President,Xenith Capital,logan.jackson@raycapitaladvisors.com,,Salesforce
11110940,Inactive Investor,John Hassell,Founder;Managing Member;Wealth Advisor,Hassell Wealth Management,,,Salesforce
9552579,,Michael Reinmund,,,mike.reinmund@53.com,,List import
9544517,,Jaehyun Lim,,,daniellim32@naver.com,,List import
10847681,Inactive Investor,Tarea Doty,Senior Vice President,PFS Investments Inc. Frisco TX 3000 Internet Blvd,tarea.doty@primerica.com,,Salesforce
11154141,Inactive Investor,Jeffrey Calabrese,,Citigroup Global Markets Inc.,,,Salesforce
10874004,Inactive Investor,Gabriel Epstein,,"Lion Street Financial, LLC Brooklyn NY 122 Ashland Pl",gepstein@lionstreet.com,,Salesforce
11086760,Inactive Investor,Richard Eriksen,,J.P. Morgan Securities LLC Ponte Vedra Beach FL 260 Front St,richard.p.ericksen.jr@chase.com,,Salesforce
9571278,,Darryl Goolsby,,,darryl.goolsby@valic.com,,List import
10830924,Inactive Investor,Eric Taylor,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",eric.a.taylor@rbc.com,,Salesforce
11031846,Inactive Investor,Erik Boe,,"Robertson Stephens Capital Markets, LLC Ketchum ID 675 Sun Valley Rd",eboe@rscapital.com,,Salesforce
9552006,,Kenneth Fisher,"Chairman, Co-Chief Investment Officer, Executive Chairman, Founder, Investment Committee",Fisher Investments,k.fisher@fi.com,,List import
9613161,,Joseph Stock,,,stock@lakest.com,,List import
11031498,Inactive Investor,Donald Ticknor,,"Farmers Financial Solutions, LLC Denver CO 10920 W Alameda Ave",dticknor@farmersagent.com,,Salesforce
224484,,Mark Shadowens,,[Unknown],mshad31@hotmail.com,,Direct
10993455,Inactive Investor,Maria Wolters,Associate Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,maria.wolters@corient.com,,Salesforce
11006156,Inactive Investor,Ignacio Zamora,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,nachozamora@primerica.com,,Salesforce
10938948,Inactive Investor,Renan Muta,,Goldman Sachs & Co.,,,Salesforce
127992,,Mitchell Conlon,,Ep Wealth Advisors,mconlon@epwealth.com,(206) 728-0222,
11097665,Inactive Investor,Robin Owens,,"Avantax Investment Services, Inc.",,,Salesforce
11152976,Inactive Investor,Joanna Sims,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",joanna_sims@ml.com,,Salesforce
11019801,Inactive Investor,Alexander Gonzalez,,J.P. Morgan Securities LLC Rock Hill SC 128 Herlong Ave S,alexander.gonzalez@jpmorgan.com,,Salesforce
10904815,Inactive Investor,Robin Braver,,"MML Investors Services, LLC Lewes DE Private Residence",rbraver@financialguide.com,,Salesforce
10618423,,Christian Wathen,,,christian.wathen@tiaa.org,,List Import
84178,,Kalani Pastorello,Auxiliar administrativo,INOVE RAMOS MANUTENÇÃO INDUSTRIAL,kalanimariano@gmail.com,,
10850063,Inactive Investor,Rafael Urquidi,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,rafael.urquidi@jpmorgan.com,,Salesforce
11095256,Inactive Investor,Scott Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Englewood FL 10 1st Ave",scott.1.smith@ampf.com,,Salesforce
11070490,Inactive Investor,Devin Cochran,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Leawood KS 4200 W 115th St",devin.cochran@nm.com,,Salesforce
9648119,,Samson Mugo,,,samsonngure@gmail.com,,List import
9466727,,Cheryl and Burton Cheryl and Burton Shaller,,Cheryl  and Burton Shaller,rollergirl507@aol.com,,Organic Search
11220180,,Richard Rego,,,rrego@alphacap.net,,Other
10902300,Inactive Investor,John Ta,Financial Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",john.v.ta@ampf.com,,Salesforce
11126091,Inactive Investor,Harvey Brode,,"Osaic Wealth, Inc. Farmington MI 32770 Grand Riv",,,Salesforce
11222020,,Alexander Vaccarella,,,avaccarella@wealthenhancement.com,,List Import
11177405,Inactive Investor,Michael Kessling,Financial Advisor,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",mkessling@financialguide.com,,Salesforce
10934910,Inactive Investor,James Farley,,LPL Financial LLC Irvine CA 2855 Michelle,,,Salesforce
11009845,Inactive Investor,Kennedy Robertson,,PFS Investments Inc. Columbia SC 7499 Parklane Rd,kennedy.robertson@primerica.com,,Salesforce
11155017,Inactive Investor,Cameron Roybal,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11120937,Inactive Investor,Thomas Cucinotta,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,thomas.cucinotta@gs.com,,Salesforce
10869034,Inactive Investor,Magdiel Perez Velazquez,,"U.S. Bancorp Investments, Inc. Portland OR 17650 NE Sandy Blvd",,,Salesforce
10836423,Inactive Investor,Dwayne Powell,Financial Advisor,Robert W. Baird & Co. Incorporated Hendersonville NC 101 E Allen St,dwpowell@rwbaird.com,,Salesforce
11028024,Inactive Investor,Nicholas Morton,,"Allstate Financial Services, LLC Montgomery TX 125 Blue Heron Dr",nicholasmorton@allstate.com,,Salesforce
591,,,,,gjonas3498@yahoo.com.tw,,
10835231,Inactive Investor,Ricki Martin,Chief Executive Officer,Disciplined Growth Investors Inc,rickim@dginv.com,,Salesforce
10952106,Inactive Investor,Kevin Leblanc,,"APW Capital, Inc.",kevin.leblanc@aurorapw.com,,Salesforce
10852250,Inactive Investor,Matthew Truscott,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",matthew.truscott@ampf.com,,Salesforce
11032491,Inactive Investor,Dora Casillas,,PFS Investments Inc. San Antonio TX 4400 S Piedras Dr,dora.casillas@primerica.com,,Salesforce
10811694,Inactive Investor,Daniel Iverson,Financial Advisor;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,daniel.iverson@morganstanley.com,,Salesforce
11087978,Inactive Investor,Jose Vicente,Financial Advisor,"Ameriprise Financial Services, LLC Ramsey NJ 500 N Franklin Tpke",jose.x.vicente@ampf.com,,Salesforce
10948309,Inactive Investor,Alfredo Fernandez,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",alfredo.j.fernandez@truist.com,,Salesforce
9554695,,Charles Hoke,,,choke@atlantictrust.com,,List import
11158728,Inactive Investor,Richard McCarter,,"Kestra Investment Services, LLC Warrington PA 2600 Kelly Rd",rmccarter@nfp.com,,Salesforce
10818556,Inactive Investor,Jonna Wooten,,State Farm VP Management Corp. Vienna VA 8148 Electric Ave,,,Salesforce
11139941,Inactive Investor,John Esposito,,LPL Financial LLC Branford CT Private Residence,john.esposito@lpl.com,,Salesforce
333432,,Steven Saunders,"Director, Portfolio Advisor",Roundtable Wealth Management,ssaunders@roundtableservices.com, +1 908 789 7310,Database Upload
11050083,Inactive Investor,Robert Gephart,Chief Compliance Officer;Owner;Partner,Cantlon Financial Planning LLC,rob@cantlonfinancial.com,,Salesforce
9595823,,Alicia Magnier,,,amagnier@mcginninvests.com,,List import
10908095,Inactive Investor,Jon Bright,,"Cambridge Investment Research, Inc. Friendwood TX Private Residence",,,Salesforce
11018434,Inactive Investor,Lisa Humphres,Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",lisa.humphres@firsthorizon.com,,Salesforce
11129972,Inactive Investor,Emily Smith,Financial Advisor,LPL Financial LLC Pittsford NY 15 Schoen Pl,emily.r.smith@lpl.com,,Salesforce
1641932,,toshimi seki,,[Unknown],ass@extra.ocn.ne.jp,,
9595252,,Serge Modoc,,,serge.ortho@gmail.com,,List import
10618475,,Steve Apostolopoulos,,,steve.apostolopoulos@wellsfargoadvisors.com,,List Import
11008335,Inactive Investor,Erica Trivisonno,,"Osaic Wealth, Inc. Princeton NJ 1 Airport Pl",,,Salesforce
11177784,Inactive Investor,Drew Dempsey,Financial Advisor,"Dempsey Lord Smith, LLC",,,Salesforce
10848430,Inactive Investor,Andrea Hansen,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11038574,Inactive Investor,Evan Crump,Financial Advisor;Premier Banker,"Wells Fargo Clearing Services, LLC Bellingham WA 3101 Woburn St",evan.crump@wellsfargoadvisors.com,,Salesforce
11194095,Inactive Investor,David Horton,,State Farm VP Management Corp. De Witt AR 202 W Cross St,,,Salesforce
11114945,Inactive Investor,James Wilson,,Fidelity Brokerage Services LLC,james.wilson@fidelity.com,,Salesforce
11150574,Inactive Investor,Rati Tripathi,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Edinburg TX 2617 W Trenton Rd",rati.tripathi@tfaconnect.com,,Salesforce
10800013,Inactive Investor,Michael DeLorey,Chief Compliance Officer;President,"Prism Financial Group, LLC Philadelphia PA 803 N Ringgold St",delorey@prismrx.com,,Salesforce
340601,,Todd Smith,Chief Financial Officer,Lebaronbrown Holdings Llc,todd@lebaronbrown.com,212-841-8500,Manual List Upload
11228554,Inactive Investor,Heman Ward,Associate,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,heman.c.ward@jpmorgan.com,,Salesforce
11128085,Inactive Investor,Steven King,,LPL Financial LLC Cardiff by the Sea CA 2132 Sea Village Cir,steven.king@lpl.com,,Salesforce
9544520,,Sheri fellat Fellat,,,mysleepconcierge@gmail.com,,List import
11191180,Inactive Investor,John O'Sullivan,Managing Director;Managing Member;Partner,"Per Stirling Capital Management, LLC",jpo@perstirling.com,,Salesforce
10776963,Inactive Investor,Jeffrey Green,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",jeff.green@benjaminfedwards.com,,Salesforce
10480687,,Paul LaRocco,,,paul.larocco@att.net,,Web Form Fillout
10834119,Inactive Investor,James Valdez,Branch Manager,LPL Financial LLC Bend OR Private Residence,james.valdez@lpl.com,,Salesforce
11167128,Inactive Investor,Theresa McNally,Financial Professional,Thrivent Investment Management Inc. Winona MN 502 E Broadway St,theresa.mcnally@thrivent.com,,Salesforce
9646478,,John Schott,,,jschott@thecolonygroup.com,,List import
11020539,Inactive Investor,Weston Payne,Paraplanner,"Ameriprise Financial Services, LLC Highland Park IL 89 Lincolnwood Rd",weston.payne@ampf.com,,Salesforce
9569467,,Justin Pearson-Taylor,,,justinpearsontaylor@gmail.com,,List import
9620510,,Dominic Archuleta,,,archuleta.dominic@gmail.com,,List import
11221385,,Laura Suarez Forero,,,laura.suarez-forero@ubs.com,,List Import
9540726,,Tom Savage,,Vertex One,tsavage@pictonmahoney.com,,List Import
10890743,Inactive Investor,Jennifer Trujillo Malouff,,"Wells Fargo Clearing Services, LLC Pueblo CO 1221 S Prairie Ave",,,Salesforce
10887673,Inactive Investor,Julian D'Ambrosi,Managing Director,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
10821315,Inactive Investor,Lashaun Bellamy,Partner,"Obsidian Investment Advisers, LLC",,,Salesforce
11175664,Inactive Investor,Noah Stancampiano,,J.P. Morgan Securities LLC New York NY 277 Park Ave,noah.stancampiano@jpmorgan.com,,Salesforce
9630501,,Ng?c Mei,,,ngoc90hubt@icloud.com,,List import
11045530,Inactive Investor,Kraig Knary,,MWA Financial Services Inc. Davenport IA 247 Research Pkwy,kraigg.knary@mwarep.org,,Salesforce
159636,,Dillon Draper,,[Unknown],dillonsd18@gmail.com,,Paid Social
9635786,,Mario Masrieh,,,mmasrieh@gridironcapital.com,,List import
10841984,Inactive Investor,John Wagner,Owner,Wagner Wealth Management LLC,,,Salesforce
10986497,Inactive Investor,Angelica Vargas,,J.P. Morgan Securities LLC Bridgeport CT 1460 State St,angelica.vargas@jpmorgan.com,,Salesforce
10795200,Inactive Investor,Brian Cockrell,Family Wealth Advisor;Financial Advisor;Investment Management Consultant;Senior Vice President,Morgan Stanley Olympia WA 724 Columbia St NW,brian.cockrell@morganstanley.com,,Salesforce
11014864,Inactive Investor,Gabriel Wayne,,"M Holdings Securities, Inc. Knoxville TN 9700 Westland Dr",,,Salesforce
11118326,Inactive Investor,Michael Fink,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,michael.fink@primerica.com,,Salesforce
11193631,Inactive Investor,Virginia Atchison,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,vatchison@primerica.com,,Salesforce
10957750,Inactive Investor,Christopher Swink,,"Northern Trust Securities, Inc. Tampa FL 1001 Water St",christopher.swink@northerntrust.com,,Salesforce
10896851,Inactive Investor,Zachary Allen,,Cetera Advisor Networks LLC Addison TX 14135 Midway Rd,,,Salesforce
228064,, -,,[Unknown],edbertkwesi.ek@gmail.com,,
11025493,Inactive Investor,Charles Young,Associate Advisor,"BIP Wealth, LLC",cyoung@bipwealth.com,,Salesforce
9543184,,poonam Chawla,,,poonam@khaleejtimes.com,,List import
11110738,Inactive Investor,James Lutz,Financial Advisor,"Advanced Advisor Group, LLC Hopkins MN 12301 Whitewater Dr",,,Salesforce
9648059,,Paul Chase,,,qcdpchase@gmail.com,,List import
11060906,Inactive Investor,Timothy Fischer,,"Grove Point Investments, LLC Milwaukee WI 9910 W Layton Ave",tfischer@hbeckinc.com,,Salesforce
10604593,,Paul Klein,Registered Representative,Cetera Advisors LLC,paul@financialstrategiesgroup.com,9528932922,List Import
10838539,Inactive Investor,David Berglund,,PFS Investments Inc. Sheboygan WI 1320 N Taylor Dr,david.berglund@primerica.com,,Salesforce
10944268,Inactive Investor,Cole Svenson,,"J. Alden Associates, Inc.",csvenson@j-alden.com,,Salesforce
10613021,,Philip McCarthy,"Assistant Vice President, Senior Financial Advisor",,p_mccarthy@ml.com,,List Import
10942542,Inactive Investor,Ryan Modi,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
9580845,,John Radman,,,jxradman@yahoo.com,,List import
11118696,Inactive Investor,Todd Craig,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ocala FL 220 SE 36th Ave",todd.craig@wfafinet.com,,Salesforce
10773211,Inactive Investor,Christopher Tharp,Financial Advisor;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,chris.tharp@morganstanley.com,,Salesforce
10999972,Inactive Investor,Serene Alsous,,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",serene.alsous@valic.com,,Salesforce
10977628,Inactive Investor,Ryan Vassil,Advisor,"Stone House Investment Management, LLC",,,Salesforce
10971189,Inactive Investor,Heather Stack,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,heather.stack@primerica.com,,Salesforce
10824631,Inactive Investor,Scott Zemachson,Financial Advisor;Managing Director,Morgan Stanley New York NY 55 E 52nd St,scott.zemachson@morganstanley.com,,Salesforce
9609360,,Gopinath Ramkumar,,,gopiquant@gmail.com,,List import
10804096,Inactive Investor,David Rust,Financial Advisor,LPL Financial LLC Austin TX 4201 Bee Caves Rd,david.rust@lpl.com,,Salesforce
120387,,Ariel Arpino,,United States,arielarpino@gmail.com,,
238232,,ashish29_@hotmail.com RAWAT,,[Unknown],ashish29_@hotmail.com,,Paid Search
9572283,,Michael Reed,,,michael.reed@surveyor-capital.com,,List import
10619138,,Kathleen Roeser,,,kathy.roeser@morganstanley.com,,List Import
11089022,Inactive Investor,Jiahui Feng,,"First Command Brokerage Services, Inc. Lakewood WA 8820 59th Ave SW",jfeng@firstcommand.com,,Salesforce
10889435,Inactive Investor,Matthew O'Neil,Financial Advisor,CG Advisory Services Charlotte NC 7422 Carmel Executive Park Dr,matt@mycgfinancial.com,,Salesforce
10875936,Inactive Investor,Daniel Goldberg,,"Osaic Wealth, Inc. Aurora CO Private Residence",dgoldberg@royalaa.com,,Salesforce
11045695,Inactive Investor,William Braun,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,wbraun@brileywealth.com,,Salesforce
11047649,Inactive Investor,Timothy Fontaine,Partner;Principal;Regulatory Contact;Relationship Manager,"Kershner, Grosso & Co.",tpf@kershnergrosso.com,,Salesforce
11041223,Inactive Investor,Zachary Werner,,PFS Investments Inc. Quakertown PA 101 E Mill St,zwerner@primerica.com,,Salesforce
10953646,Inactive Investor,Graham Gunderson,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,graham.gunderson@jpmorgan.com,,Salesforce
10758101,Inactive Investor,Kodie Fridley,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,kodie.fridley@morganstanley.com,,Salesforce
11108131,Inactive Investor,Joseph Cataldo,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",j_robert_cataldo@ml.com,,Salesforce
7942416,,Michael Winn,,,wigene5795@meidecn.com,,Web Form Fillout
9590802,,Arthit Upara,,,arthit.u@pttplc.com,,List import
218440,,Michael Kramer,,[Unknown],madgolfermike@aol.com,,Direct
10803245,Inactive Investor,Steven Freeman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,steven.freeman@fidelity.com,,Salesforce
10837953,Inactive Investor,Larry Brunette,Chief Investment Officer;Principal,Guardian Financial,,,Salesforce
368177,,Jim Jackson,Self-Employed,,jacksonjames@mindspring.com,,Webinar
9582468,,Hussein Omar,,,xuseen9230@gmail.com,,List import
10774371,Inactive Investor,Edwin Killinger,Chief Compliance Officer;Chief Investment Officer;Executive Vice President,"The L. Warner Companies, Inc",ekillinger@lwarner.com,,Salesforce
9545145,,Jonathan Ramirez,,,jrruiz@tigo.com.gt,,List import
10875816,Inactive Investor,Douglas Perkins,,"Allstate Financial Services, LLC MC Rae Helena GA 462 Old Prison Camp Rd",douglasperkins@allstate.com,,Salesforce
11172741,Inactive Investor,Eugene Stumpf,Financial Advisor,Edward Jones Saint Louis MO 12250 Weber Hill Rd,eugene.stumpf@edwardjones.com,,Salesforce
11067694,Inactive Investor,Jerrol Pickett,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",jerrol.pickett@valic.com,,Salesforce
10828240,Inactive Investor,Steven Schultz,Managing Director - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,steve.schultz@ubs.com,,Salesforce
10903527,Inactive Investor,Steven Marantz,,Cetera Advisor Networks LLC Glastonbury CT 95 Glastonbury Blvd,,,Salesforce
10886075,Inactive Investor,Shaun Sweeney,,Cetera Investment Services LLC Canonsburg PA 400 Southpointe Blvd,shaun.sweeney@ceterainvestors.com,,Salesforce
9549984,,Louis Papa,,,louis.edward@tutanota.de,,List import
11151234,Inactive Investor,Ryan Osborn,Director - Alternative Investments;Financial Advisor;First Vice President,Morgan Stanley Pensacola FL 850 S Palafox St,ryan.osborn@morganstanley.com,,Salesforce
10795232,Inactive Investor,Maurice Dennis,Financial Advisor,LPL Financial LLC Traverse City MI 1925 Coral Ln,maurice.dennis2@lpl.com,,Salesforce
10937560,Inactive Investor,Ramon Francisco,,"Osaic Wealth, Inc. Yonkers NY Private Residence",,,Salesforce
10612127,,David Melamed,Financial Advisor,,dmelamed@hotmail.com,,List Import
10844234,Inactive Investor,Nathan Brown,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Carmel IN 2375 E 116th St",nathan.brown@schwab.com,,Salesforce
9545048,,Oliver Deiters,,,o.deiters@dekra.com,,List import
10828355,Inactive Investor,Lauren Luby,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10882800,Inactive Investor,Andrea Slaughter,Senior Practice Marketing Associate,"Raymond James & Associates, Inc. Ocala FL 2701 SW 34th St",andrea.slaughter@raymondjames.com,,Salesforce
9610489,,Graham Goldberg,,,graham.goldberg@yahoo.com,,List import
11091138,Inactive Investor,Christine Pilgrim,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,cpilgrim@eaglestrategies.com,,Salesforce
11094352,Inactive Investor,Michael Kloc,Registered Associate,"Nations Financial Group, Inc. Wayne PA 115 Bloomingdale Ave",mkloc@nationsfg.com,,Salesforce
11157859,Inactive Investor,Michial Moore,,Cetera Investment Services LLC Fort Smith AR 602 Garrison Ave,michial.moore@ceterais.com,,Salesforce
11234045,Inactive Investor,Robert Wilson,,"Osaic Wealth, Inc. Albany GA 2305 Robinhood Rd",,,Salesforce
9580715,,Scott Morgan,,,scott@matryx.ai,,List import
10815729,Inactive Investor,Heath Haynes,Financial Advisor,LPL Financial LLC Lake Havasu City AZ 1021 Lake Havasu Ave N,heath.haynes@lpl.com,,Salesforce
231680,, -,,[[Unknown]],hingwaim@gmail.com,,Organic Search
10941292,Inactive Investor,Sal Sanchez,Financial Services Representative,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",salsanchez@financialguide.com,,Salesforce
11231525,Inactive Investor,Jose Aleman Galano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
10993842,Inactive Investor,Hsin-Cheng Kuo,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",hsin-cheng.kuo@nm.com,,Salesforce
10812052,Inactive Investor,Mark Shepherd,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,mark.shepherd@primerica.com,,Salesforce
9597145,,MICHAEL GIBBS,,,advancedlube@bellsouth.net,,List import
11217588,,Kevin Yingst,,,kevin.yingst@lpl.com,,Other
44599,,Peter Tanous,Chairman,"Lynx Investment Advisory, Llc",ptanous@lynxinvestment.com,202-833-3700,Manual List Upload
10841046,Inactive Investor,Robert Klefsaas,Chief Compliance Officer;Chief Executive Officer;Managing Member;President;Senior Wealth Advisor,All Star Financial,asf@allstarfinancial.com,,Salesforce
10786065,Inactive Investor,Tammie Pardo,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",tammie.pardo@schwab.com,,Salesforce
10837512,Inactive Investor,Kevin Pearly,,"Sanctuary Securities, Inc. Short Hills NJ 51 John F Kennedy Pkwy",kpearly@sanctuarywealth.com,,Salesforce
10950342,Inactive Investor,Emily Mcbride,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,emily.mcbride@fmr.com,,Salesforce
231073,, -,,[[Unknown]],darner.justin@gmail.com,,
62018,,Brent Paddock,Financial Consultant,PNC Investments,brent.paddock@pnc.com,800-762-6111,
11013579,Inactive Investor,Eric Gower,,"M Holdings Securities, Inc. Moosic PA 30 ED Preate Dr",,,Salesforce
11036033,Inactive Investor,Adam Saumweber,Financial Advisor,"Continuum Advisory, LLC Bentonville AR 1913 N Walton Blvd",,,Salesforce
10918633,Inactive Investor,Paul Kelley,,"Cambridge Investment Research, Inc. Lone Oak TX Private Residence",,,Salesforce
10890026,Inactive Investor,Mark Murphy,Chief Investment Officer,Raffa Investment Advisers,mark@raffawealth.com,,Salesforce
10888141,Inactive Investor,Motisola Kendrick,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mkendrick@tiaa-cref.org,,Salesforce
11177494,Inactive Investor,Kevin Gallacher,Founding Principal;Manager;Owner;Principal,"Gallacher Capital Management, LLC",kevin@gallachercapital.com,,Salesforce
10810899,Inactive Investor,Devin Anderson,Financial Advisor,Edward Jones Yankton SD 108 W 31st St,devin.anderson@edwardjones.com,,Salesforce
10995951,Inactive Investor,Kathryn Dixon,Chief Compliance Officer;Founder;Owner;Principal,KD Wealth Management,,,Salesforce
220818,,Kjris Rodriguez,,[Unknown],kjris.rod@icloud.com,,source
10907356,Inactive Investor,Jaime Rheaume,Executive Assistant,Commonwealth Financial Network Seekonk MA 309 Taunton Ave,jrheaume@commonwealth.com,,Salesforce
11140613,Inactive Investor,Brian Hartley,,Edward Jones Magnolia TX 18230 Fm 1488,brian.hartley@edwardjones.com,,Salesforce
11131295,Inactive Investor,Jennifer Johnson,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",,,Salesforce
9588784,,Marty Kaye,,,mkaye1213@yahoo.com,,List import
10907786,Inactive Investor,Austin Wolters,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,austin.wolters@fmr.com,,Salesforce
10942950,Inactive Investor,Lori Reed,,"Empower Financial Services, Inc Sherrill IA Private Residence",lori.reed@gwrs.com,,Salesforce
11199555,Inactive Investor,Ina Cohen,Member,"GreyCliff Wealth Management, LLC New York NY 550 W 54th St",,,Salesforce
10952754,Inactive Investor,Maury McCoy,,Compass Securities Corporation,,,Salesforce
10779112,Inactive Investor,James Bell,Board of Directors;Chairman;Founder;Trustee,Bell Investment Advisors Inc,jbell@bellinvest.com,,Salesforce
10794040,Inactive Investor,Ryan Anderson,Chief Product Officer;Senior Vice President,Vestwell Advisors LLC New York NY 550 Fashion Ave,ryan.anderson@vestwell.com,,Salesforce
11162679,Inactive Investor,James Ciardello,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jim.ciardello@schwab.com,,Salesforce
11194766,Inactive Investor,Harvey Bresler,Assistant Financial Planner,"PWJohnson Wealth & Legacy, LLC",,,Salesforce
11025790,Inactive Investor,Brian Deal,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",brian.deal@wellsfargoadvisors.com,,Salesforce
10980699,Inactive Investor,Annaliese Gerdes,,"Cambridge Investment Research, Inc. Eagle ID 395 W State St",,,Salesforce
351995,,Hank Lawlor,,Monarch Partners Asset Management Llc,hlawlor@monarchpartners.com,617-419-2200,Manual List Upload
9601785,,Ted Ong,,,ted@prudentnetwork.com,,List import
11015554,Inactive Investor,Christian Martinez,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",christian.martinez@prudential.com,,Salesforce
11080918,Inactive Investor,Matthew Abbott,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
11030236,Inactive Investor,Ryan Keegan,,LPL Financial LLC Camillus NY 100 Kasson Rd,ryan.keegan@lpl.com,,Salesforce
11136330,Inactive Investor,Rafiq Bennett,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,rafiq.bennett@fidelity.com,,Salesforce
10952472,Inactive Investor,Simon Benhamou,Director,HPO Americas Ltd.,,,Salesforce
9572310,,Sylvia Pauly,,,sylvia.pauly@thrivent.com,,List import
9625045,,Rob Earl,,,robinalaska@gmail.com,,List import
9555597,,Ti?n L?u Quang,,,quangtien141@gmail.com,,List import
11140815,Inactive Investor,Lawrence Gleason,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",lawrence_gleason@ml.com,,Salesforce
10839899,Inactive Investor,Scott Vlasi,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Boerne TX 205 W Bandera Rd",scott.c.vlasi@wellsfargo.com,,Salesforce
11172817,Inactive Investor,Elmer Ball,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10961321,Inactive Investor,Neal Hickey,Senior Client Service Associate,"Raymond James & Associates, Inc. Visalia CA 1009 N Demaree St",neal.hickey@raymondjames.com,,Salesforce
10937374,Inactive Investor,Maria Martinez,District Manager;Senior Client Associate,"Wells Fargo Clearing Services, LLC San Angelo TX 1900 N Bryant Blvd",maria.martinez@wellsfargoadvisors.com,,Salesforce
342466,,Rick Clifton,Director,Thompson Street Capital Manager Llc,rclifton@tscp.com,314-727-2112,Manual List Upload
11052301,Inactive Investor,Alejandro Cueva,,J.P. Morgan Securities LLC Sherman Oaks CA 13949 Ventura Blvd,alejandro.cueva@jpmorgan.com,,Salesforce
10759161,Inactive Investor,Jeremy Young,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",jyoung@tiaa.org,,Salesforce
374749,,Russ Gordon,Investment Analyst,Utah Retirement Systems,russ.gordon@urs.org,801-366-3971,Salesforce
11042899,Inactive Investor,Jason Jennings,Financial Advisor,LPL Financial LLC Frederick MD 25 N Court St,jason.jennings@lpl.com,,Salesforce
9550405,,Marc Ardizzone,,,marc@jaffetilchin.com,,List import
10979267,Inactive Investor,Preetika Pande,Senior Wealth Advisor,Destination Wealth Management,preetika@destinationwm.com,,Salesforce
9558496,,Patrick Sarne,,,psarne@commonwealth.com,,List import
11133094,Inactive Investor,Brett Kulman,Financial Advisor,Park Avenue Securities LLC New York NY 355 Lexington Ave,,,Salesforce
335262,,Virgil Rutili,Member,"Centric Wealth Management, Llc",vrutili@centricwm.com,312-429-6100,Manual List Upload
10789997,Inactive Investor,James Kuhn,Financial Advisor;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rogers AR 5209 W Village Pkwy",,,Salesforce
10800807,Inactive Investor,James Kovac,,Thrivent Investment Management Inc. Beaver Crossing NE Private Residence,jamie.kovac@thrivent.com,,Salesforce
372070,,Dimy Syllouris,,Cyprus,dxscrypto@mailnesia.com,,Salesforce
11166734,Inactive Investor,Julianna Rosen,,J.P. Morgan Securities LLC,julianna.rosen@jpmorgan.com,,Salesforce
9591588,,Evan Mattenson,,,emattenson@gmail.com,,List import
10863352,Inactive Investor,William Young,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 70 Old Clairton Rd",william.j.young@ampf.com,,Salesforce
9627888,,Jim Davos,,,jim@chartedwealth.com,,List import
11221674,,Sydney Abraham,,,sydney.abraham@lpl.com,,List Import
10928403,Inactive Investor,Nicholas Knepper,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
9569176,,JONES KILONZO,,,stedvins@hotmail.com,,List import
9589695,,Scott Crowell,,,scrowell@gweiss.com,,List import
11006327,Inactive Investor,Sharif Marzouk,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Morris Plains NJ 101 Gibraltar Dr",sharif.marzouk@equitable.com,,Salesforce
11122854,Inactive Investor,Richard Dickinson,Financial Advisor,LPL Financial LLC Mystic CT 11 Main St,rick.dickinson@lpl.com,,Salesforce
11117236,Inactive Investor,Michael Freeman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11114771,Inactive Investor,John Negovetich,,"MML Investors Services, LLC Libertyville IL 704 Florsheim Dr",,,Salesforce
9599820,,Donald Donnelly,,,ddonnelly@royalaa.com,,List import
10840161,Inactive Investor,Elissa Fraipont,Financial Advisor,"Ameriprise Financial Services, LLC Saint Augustine FL 2225 A1A S",elissa.j.fraipont@ampf.com,,Salesforce
11177478,Inactive Investor,Sitesh Goonjur,,Citigroup Global Markets Inc.,,,Salesforce
9555852,,hojin lee,,,sonagi806@gmail.com,,List import
11052498,Inactive Investor,Avery Casey,,"Bankers Life Securities, Inc. Bowling Green KY 1945 Scottsville Rd",avery.casey@bankerslife.com,,Salesforce
9564692,,Vukani Excellent Mthembu,,,vukanie1@outlook.com,,List import
10858019,Inactive Investor,Maricia Aiken,,"Wells Fargo Clearing Services, LLC Lady Lake FL 13707 N US Hwy 441",,,Salesforce
2636320,,Luis V,,,luis@abendf1.com,,
10770372,Inactive Investor,Thomas Ansel,Financial Consultant,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",tom.ansel@wellsfargoadvisors.com,,Salesforce
10822556,Inactive Investor,Scott Reed,Financial Advisor,Edward Jones Elwood IN 109 S Anderson St,scott.p.reed@edwardjones.com,,Salesforce
11072121,Inactive Investor,Evan Nichols,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10867224,Inactive Investor,Avedis Sexenian,,"Transamerica Financial Advisors, Inc Glendale CA 425 W Broadway",avedis.sexenian@transamerica.com,,Salesforce
10874743,Inactive Investor,Insun Song,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,isong@ft.newyorklife.com,,Salesforce
10850708,Inactive Investor,Richard Austin,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",,,Salesforce
11205262,Inactive Investor,Stanley Chen,,J.P. Morgan Securities LLC Temple City CA 8905 Las Tunas Dr,stanley.w.chen@chase.com,,Salesforce
120855,,Jeanne Lowe,,"VALIC Financial Advisors, Inc.",jeanne.lowe@valic.com,317-818-5900,
11105760,Inactive Investor,Reina Liang,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,reina.liang@jpmorgan.com,,Salesforce
56700,,HAZZA ISLAMI,,Indonesia,hazzamahardika@gmail.com,,
10877841,Inactive Investor,Brian Horan,Senior Relationship Manager,"West Financial Services, Inc.",bhoran@westfinancial.com,,Salesforce
9628107,,Jake O'Keeffe,,,jokeefffe@wita.org,,List import
10487420,,Joshua Hampton,Wealth Advisor,Level Four Advisory Services,jhampton@levelfourfinancial.com,,List Import
2386479,,Dmitriy Balavin,,[Unknown],d.a.balavin@gmail.com,,
10792696,Inactive Investor,Travis Pierce,Financial Advisor,LPL Financial LLC Luverne MN 219 E Main St,travis.pierce@lpl.com,,Salesforce
341150,,Bryan Bulawa,Class B Member,"Chickasaw Capital Management, Llc",bryan.bulawa@chickasawcap.com,901-537-1866,Manual List Upload
10766986,Inactive Investor,Robert Sampson,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",robert.sampson@wellsfargoadvisors.com,,Salesforce
10866377,Inactive Investor,Michael Baumann,,"FBL Marketing Services, LLC New Albany IN 379 Professional Ct",michael.baumann@fblfinancial.com,,Salesforce
11140462,Inactive Investor,Joseph Luten,,"Crews & Associates, Inc.",rluten@crewsfs.com,,Salesforce
10753552,Inactive Investor,Casey Bulgin,Private Wealth Advisor;Vice President - Wealth Management,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",casey.bulgin@raymondjames.com,,Salesforce
10810188,Inactive Investor,Karl Barnes,,Cetera Financial Specialists LLC Rockford IL 6875 Carman Dr,karl.barnes@ceterafs.com,,Salesforce
9563202,,Rok Pirnat ?ivec,,,easycore69@gmail.com,,List import
11231457,Inactive Investor,Lucinda Cochrane,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
173020,,Piotr ?lepiec,,Piotr Ślepiec,sixtvs96@gmail.com,,
10940445,Inactive Investor,Callista Diaz,,"Empower Financial Services, Inc Aurora CO Private Residence",callista.diaz@empower.com,,Salesforce
9629161,,Christian Fernandes,,,selbstangehoerigkeit@gmail.com,,List import
10946035,Inactive Investor,Kevin Cooney,,"Paradigm Wealth Management, LLC Michigan City IN Private Residence",kevincooney@investpwm.com,,Salesforce
9549904,,Evan Brown,,,evan.brown@ubs.com,,List import
11165329,Inactive Investor,Lance Barnhardt,,"Osaic Wealth, Inc. Charlotte NC 8832 Blakeney Professional Dr",,,Salesforce
10911360,Inactive Investor,James Fujita,,"U.S. Bancorp Advisors, LLC",james.fujita@unionbank.com,,Salesforce
11178065,Inactive Investor,Michelle Hair,,LPL Financial LLC The Villages FL 910 Old Camp Rd,michelle.hair@lpl.com,,Salesforce
9633565,,Changhoon Lee,,,honnyhonny@naver.com,,List import
10905761,Inactive Investor,James Alverson,Senior Wealth Planner;Vice President,William Blair,jalverson@williamblair.com,,Salesforce
10995817,Inactive Investor,Raul Briceno,,J.P. Morgan Securities LLC Astoria NY 3818 Broadway,raul.briceno@jpmorgan.com,,Salesforce
332722,,Erin Colleen,,TBD,codeyneffects@gmail.com,07066029468,
11053175,Inactive Investor,John Vanweelden,Chief Compliance Officer;Founder;President;Principal,"VanWeelden Wealth Management, LLC",john@vanweeldengroup.com,,Salesforce
10893245,Inactive Investor,David Ortega,Financial Advisor,Edward Jones Boise ID 11588 W Fairview Ave,david.ortega@edwardjones.com,,Salesforce
10842541,Inactive Investor,Joseph Jennings,,Cetera Investment Services LLC Topeka KS 3701 SW Wanamaker Rd,joseph.jennings@ceterais.com,,Salesforce
10486902,,Albert Gough,"Private Wealth Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",ed_gough@ml.com,,List Import
10990076,Inactive Investor,Margaret Zimbrich,,Edward Jones,,,Salesforce
10896854,Inactive Investor,Joshua Palmer,,"Cadaret, Grant & Co., Inc. Elmira NY 309 E Water St",jpalmer@cadaretgrant.com,,Salesforce
10900539,Inactive Investor,Brad Polo,Associate Vice President,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",brad.polo@stifel.com,,Salesforce
10487630,,Reid Randecker,"Financial Consultant, Vice President","Equitable Advisors, LLC",reid.randecker@equitable.com,,List Import
9599612,,Thomas Prescott,,,tpres@advservnet.com,,List import
11188683,Inactive Investor,Sandra Vantrease,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Augusta GA 1 10th St,sandra.vantrease@morganstanley.com,,Salesforce
11031279,Inactive Investor,Erin Gast,Financial Advisor,LPL Financial LLC Houghton MI 1224 Military Rd,erin.gast@lpl.com,,Salesforce
9623838,,Tri Nguyen,,,nmanhtri121@gmail.com,,List import
10810417,Inactive Investor,Bradford Graham,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",bradford.graham@nm.com,,Salesforce
219547,,Abby Brown,,[Unknown],abbyrj2@gmail.com,,Direct
11220003,,Courtney Walters,,,c_l_walters@vanguard.com,,Other
9625892,,ROBERT DEANGELIS,,,bobdeangelis13@gmail.com,,List import
11080256,Inactive Investor,Robert Roth,Financial Advisor,Edward Jones Berlin OH 4818 State Rte 39,robert.roth2@edwardjones.com,,Salesforce
9541868,,Les Walsh,,,leswalshbkk@gmail.com,,List import
10657423,,Timothy Lov,,,timothy.v.lov@chase.com,,List Import
336637,,Jocelyn Rehbock,Senior Benefits Consultant,Bac Capital Advisors Llc,jrehbock@baclink.com,206-625-1800,Manual List Upload
10882180,Inactive Investor,Sandeep Jain,Managing Member,Jain Capital Management LLC,,,Salesforce
1006288,Inactive Investor,Lauren Rome,,Start-Up,lauren.h.rome@gmail.com,,3rd Party Lead Gen
10867837,Inactive Investor,Rosemarie Allora,,"Empower Financial Services, Inc Ludlow MA Private Residence",rosemarie.allora@empower.com,,Salesforce
11093882,Inactive Investor,John Hyland,,LPL Financial LLC Morristown NJ 305 Madison Ave,john.hyland@lpl.com,,Salesforce
10964946,Inactive Investor,Olivia Rosekrans,Client Assistant,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",,,Salesforce
10486454,,Stacey Tucker,Principal,"Prospera Financial Services, Inc.",staceytucker@cecilco.com,,List Import
10606097,,Joseph Okaly,"Chief Compliance Officer, Owner, Wealth Manager",New Horizons Wealth Management,josephokaly@nhwmllc.com,973-540-1066,List Import
10994354,Inactive Investor,Eva Siguil,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,esiguil@primerica.com,,Salesforce
11078705,Inactive Investor,Edward Custer,,Edward Jones Tipp City OH 1460 W Main St,,,Salesforce
340258,,Hamid Lahooti,Director,[Unknown],hamid.lahooti@portfolio-tech.com,7787413322,Database Upload
10906456,Inactive Investor,Scott Duke,,Stonex Securities Inc. Boise ID Private Residence,scott.duke@saswealth.com,,Salesforce
11053270,Inactive Investor,Dawn Mascaro,,Newbridge Securities Corporation,,,Salesforce
9573130,,George Pilcher,,,george.pilcher@point72.com,,List import
11041289,Inactive Investor,Brian Kamke,Vice President - Investment Management,"Midwest Professional Planners, Ltd.",bkamke@mpplplan.com,,Salesforce
11231127,Inactive Investor,Daniel Santy,,"Equitable Advisors, LLC Roanoke VA 4502 Starkey Rd",daniel.santy@equitable.com,,Salesforce
11056438,Inactive Investor,Mark Reichman,,"Noble Capital Markets, Inc. Saint Louis MO 393 N Euclid Ave",mreichman@noblecapitalmarkets.com,,Salesforce
11029534,Inactive Investor,Peter Wallace,Financial Advisor,"Ameriprise Financial Services, LLC Williamsport PA 407 W Southern Ave",peter.j.wallace@ampf.com,,Salesforce
11026937,Inactive Investor,Alisha Sheikh,,Citigroup Global Markets Inc. New York NY 399 Park Ave,alisha.sheikh@citi.com,,Salesforce
10913441,Inactive Investor,Steven Gardner,Investment Advisor,Cozad Asset Management Inc,steven@cozadassetmgmt.com,,Salesforce
10617425,,Eric Eimen,,,eeimen@williamblair.com,,List Import
11006290,Inactive Investor,Sara Humann,Financial Advisor;Wealth Strategy Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,sara.humann@ubs.com,,Salesforce
11111185,Inactive Investor,Ilene Salcman,Executive Vice President,"The L. Warner Companies, Inc",,,Salesforce
10825799,Inactive Investor,Richard Fishbach,,B. Riley Wealth Management Beachwood OH 3201 Enterprise Pkwy,rfishbach@brileywealth.com,,Salesforce
11178592,Inactive Investor,Isaac Treesh,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Sun City Center FL 702 N Pebble Beach Blvd,isaac.treesh@jpmorgan.com,,Salesforce
11196522,Inactive Investor,Glenn Wayson,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,glenn.wayson.khmd@statefarm.com,,Salesforce
10946707,Inactive Investor,Virginia Corcino,,LPL Financial LLC Waipahu HI 94-144 Farrington Hwy,virginia.corcino@lpl.com,,Salesforce
11115574,Inactive Investor,Matthew Broom,,Country Capital Management Company Palatine IL 334 E Colfax St,matthew.broom@countryfinancial.com,,Salesforce
11157141,Inactive Investor,Katherine Bayaca,,"American Fidelity Securities, Inc.",katherine.bayaca@af-group.com,,Salesforce
11111062,Inactive Investor,Brian Doughty,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 14205 SE 36th St",brian.r.doughty@ampf.com,,Salesforce
10995019,Inactive Investor,Brandon Booth,Investment Advisor Representative,"Elevated Capital Advisors, LLC Fort Worth TX 6220 N Beach St",,,Salesforce
334477,,Jing Quan,Financial Analyst,"Rainey & Randall Investment Management, Inc.",jing@raineyrandall.com,727-344-7711,Manual List Upload
10936526,Inactive Investor,Wade Kauffman,,"Packerland Brokerage Services, Inc. Glen Burnie MD Private Residence",wade_kauffman@packerlandbrokerage.com,,Salesforce
11228753,Inactive Investor,Hyojoo Ryu,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10914684,Inactive Investor,Brock Boedecker,Financial Advisor,Morgan Stanley Sheridan WY 135 N Main St,brock.boedecker@morganstanley.com,,Salesforce
10897741,Inactive Investor,Samantha Smith-Carsey,,J.P. Morgan Securities LLC Discovery Bay CA 14810 Hwy 4,samantha.smith-carsey@jpmorgan.com,,Salesforce
11209923,Inactive Investor,Jonathan Williams,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_williams@vanguard.com,,Salesforce
10841342,Inactive Investor,William Finnegan,Financial Advisor,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
9604358,,David Coleman,,,david.coleman.9186@gmail.com,,List import
9543447,,Josh Rubash,,,josh.rubash@gmail.com,,List import
9618702,,Sahul Sharma,,,sahul.sharma@point72.com,,List import
11003480,Inactive Investor,Han Zaw,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Millbrae CA 475 El Camino Real",,,Salesforce
11162424,Inactive Investor,Jenine Mehr,Financial Planner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wheaton IL 1761 S Naperville Rd",jenine.mehr@ampf.com,,Salesforce
11119586,Inactive Investor,Brian Fitzgerald,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,brian.fitzgerald.hn2k@fmr.com,,Salesforce
10791301,Inactive Investor,Andrew Sekulski,,PNC Investments Pittsburgh PA 249 5th Ave,andrew.sekulski@pnc.com,,Salesforce
10893058,Inactive Investor,Richard Drew,Chief Compliance Officer;Managing Director,"Sedna Wealth Management, LLC Waxhaw NC Private Residence",rdrew@sednawealthmanagement.com,,Salesforce
11160977,Inactive Investor,Michael Ruger,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,michael.ruger@fidelity.com,,Salesforce
10932361,Inactive Investor,Megan Quinn,,Cetera Advisor Networks LLC Mokena IL 9480 Enterprise Dr,,,Salesforce
11117032,Inactive Investor,David Snelling,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",kirk.snelling@ampf.com,,Salesforce
11062853,Inactive Investor,Stephen Seplowe,,"Next Financial Group, Inc. Albany NY 125 Wolf Rd",,,Salesforce
11201017,Inactive Investor,Colten Joseph,,"Stifel, Nicolaus & Company, Incorporated Saint Joseph MO 1806 Oakridge Cir",,,Salesforce
11062761,Inactive Investor,Vince Faso,,Cetera Financial Specialists LLC,vincent.faso@ceterafs.com,,Salesforce
10756870,Inactive Investor,Michael Zaky,Wealth Strategy Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,michael.zaky@ubs.com,,Salesforce
10820844,Inactive Investor,Frank Haklits,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",,,Salesforce
10573879,,Thien-Linh Gergis,,,turbolinh@gmail.com,,Web Form Fillout
11072264,Inactive Investor,Charlotte Macfarlane,,LPL Financial LLC Sandy UT 10011 S Centennial Pkwy,charlotte.macfarlane@lpl.com,,Salesforce
10987889,Inactive Investor,Steven Deutsch,,"Bankers Life Securities, Inc. West Chester OH 9050 Centre Pointe Dr",steven.deutsch@bankerslife.com,,Salesforce
10611900,,Steven Rountos,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager, Vice President - Wealth Management",,steven.rountos@morganstanley.com,,List Import
10989038,Inactive Investor,Esdras Moreira,,J.P. Morgan Securities LLC Naples FL 3693 Santa Barbara Blvd,eddie.s.moreira@chase.com,,Salesforce
11197222,Inactive Investor,Adam Peck,Risk and Control Analyst,Thrivent Investment Management Inc.,,,Salesforce
10940252,Inactive Investor,Christy Josephs,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Raleigh NC 7600 Creedmoor Rd",christy.josephs@wfadvisors.com,,Salesforce
11230366,Inactive Investor,Carly Jama,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11199296,Inactive Investor,Marcel Brown,,J.P. Morgan Securities LLC Allentown PA 107 N 7th St,marc.brown@jpmorgan.com,,Salesforce
11065850,Inactive Investor,Philip Mason,Financial Professional,"MML Investors Services, LLC Columbus Grove OH 107 N High St",pjmason@financialguide.com,,Salesforce
10927800,Inactive Investor,Michael Racanelli,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",michael.racanelli@equitable.com,,Salesforce
9640223,,Jim Duval,,,james.duval@richmondgov.com,,List import
10806103,Inactive Investor,Michael Lapaglia,Financial Planner,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
10487800,,Mark Stratton,,Eagle Strategies LLC,mstratton@eaglestrategies.com,,List Import
9549187,,Jason Andrade,,,jda2011ny@aol.com,,List import
10847382,Inactive Investor,Robert Seelaus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robert.seelaus@fidelity.com,,Salesforce
11098890,Inactive Investor,Mark Boujikian,Chief Compliance Officer;Founder;President,Keymark Financial Rolling Hills Estates CA 500 Silver Spur Rd,,,Salesforce
11066726,Inactive Investor,Eric Gruidel,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",egruidel@fmsbonds.com,,Salesforce
11095731,Inactive Investor,Nicole Best,Chief Administrative Officer;Chief Financial Officer;Senior Vice President,"Heartland Advisors, Inc.",nbest@heartlandadvisors.com,,Salesforce
10494107,,Lewis Jackson,,Elk Capital Markets,ljackson@elkcapitalmarkets.com,,List Import
10811467,Inactive Investor,Jared Hermann,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Sarasota FL 2 N Tamiami Trl,jared.hermann@morganstanley.com,,Salesforce
9617009,,Pati Galarza,,,pgalarza@hsjchronicle.com,,List import
9601455,,Said El hammadi,,,saidelhammadi17@gmail.com,,List import
11161960,Inactive Investor,Jack Wimer,Financial Advisor;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Grove OK 111 E 18th St",jack.wimer@wfafinet.com,,Salesforce
10887717,Inactive Investor,Beth Hearn,,"Osaic FA, Inc. Houston TX 1330 Post Oak Blvd",beth.hearn@lfg.com,,Salesforce
10842223,Inactive Investor,Audrey Kah,Branch Manager;Investment Associate,"RBC Capital Markets, LLC Raleigh NC 3800 Glenwood Ave",audrey.kah@rbc.com,,Salesforce
11063660,Inactive Investor,Shah Gorgani,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",sgorgani@financialguide.com,,Salesforce
10836415,Inactive Investor,Brian Arezzo,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",brian_arezzo@ml.com,,Salesforce
142121,,Michael Martin,,"Cambridge Investment Research Advisors, Inc.",todd.martin@cambridgeresource.com,614-486-5386,
10662272,,Larry Hightower,,,larry@hightowerandbolerllc.com,,List Import
10659491,,Clinton Heine,,,heinec@ceteranetworks.com,,List Import
202923,,Muhammad Mcneill,,[Unknown],muhammad@aicomfiber.com,,source
11043373,Inactive Investor,Vanessa Rampino,Financial Consultant,Fortis Group Advisors LLC,vanessa.rampino@fortisgroupadvisors.com,,Salesforce
9574301,,Ryan Draper,,,rdraper@ameritas.com,,List import
9616366,,Du?an Kova?i?,,,dusan.kovacic@rockawayblockchain.com,,List import
11101286,Inactive Investor,Christopher Jones,Regional Vice President,PFS Investments Inc. Pontotoc MS 17 W Reynolds St,christopher.jones@primerica.com,,Salesforce
10840364,Inactive Investor,Leonard Berman,,First Manhattan Securities LLC,lberman@firstmanhattan.com,,Salesforce
11105661,Inactive Investor,Joy Baker,,"Stifel, Nicolaus & Company, Incorporated Wichita Falls TX 2525 Kell Blvd",bakerj@stifel.com,,Salesforce
11064968,Inactive Investor,Suzette Reid,,J.P. Morgan Securities LLC Orlando FL 13824 Narcoossee Rd,suzette.reid@jpmorgan.com,,Salesforce
1005603,Inactive Investor,Michael Stambaugh,,Michael Stambaugh,mstambaugh@carnegiescience.edu,,3rd Party Lead Gen
10961511,Inactive Investor,Brendan Watts,,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,bwatts@rwbaird.com,,Salesforce
11086943,Inactive Investor,Roberto Garcia,,Boreal Capital Securities LLC,roberto.garcia@borealcm.com,,Salesforce
10867342,Inactive Investor,Jeffrey Meyer,,PFS Investments Inc. River Falls WI 1561 Commerce Ct,jeffrey.meyer@primerica.com,,Salesforce
10839746,Inactive Investor,Michael Jones,Senior Application Architect,PNC Investments Charlotte NC 3920 Colony Rd,michael.k.jones@pnc.com,,Salesforce
10648004,,Jonathan Holmes,,,jonathan.holmes@fidelity.com,,List Import
10863917,Inactive Investor,William Gold,,"Steward Partners Investment Solutions, LLC Hendersonville NC 210 3rd Ave W",bill.gold@stewardpartners.com,,Salesforce
9576550,,Jason Irving,,,irvingasc@mac.com,,List import
11126711,Inactive Investor,Daniel Lechman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
347425,,Tammy Allemand,Team Leader,Hassell Wealth Management,tammy@hassellwealth.com,985-868-9881,Manual List Upload
10811564,Inactive Investor,James Mardock,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",jim.mardock@tfaconnect.com,,Salesforce
9627352,,David Hall,,,david@gusset.com,,List import
333103,,Stephen Frohsin,"Principal, Chief Compliance Officer","Woodmont Investment Counsel, Llc",stephen@woodmontcounsel.com,615-297-6144,Manual List Upload
11135453,Inactive Investor,Yvonne Hall,,"Raymond James Financial Services, Inc. Issaquah WA 1700 NW Gilman Blvd",yvonne.hall@raymondjames.com,,Salesforce
11136525,Inactive Investor,Frank Sica,,"Farmers Financial Solutions, LLC Dallas TX 9400 N Central Expy",frank.sica@farmers.com,,Salesforce
11128421,Inactive Investor,Marion Baker,,"HighTower Securities, LLC Colorado Springs CO 102 S Tejon St",todd.baker@hightoweradvisors.com,,Salesforce
10821783,Inactive Investor,Colin Faulkner,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,colin.c.faulkner@ubs.com,,Salesforce
10753645,Inactive Investor,Michael Oboyle,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",michael.oboyle@ml.com,,Salesforce
10828800,Inactive Investor,Mitchell Kahn,,Cetera Advisors LLC Tarrytown NY 120 White Plains Rd,,,Salesforce
11028085,Inactive Investor,Philip Larusso,Financial Planner,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10912437,Inactive Investor,Thomas Bales,,LPL Financial LLC Lees Summit MO 791 NE Anderson Ln,tom.bales@lpl.com,,Salesforce
9580800,,John Fales,,,john@searcyfinancial.com,,List Import
11150527,Inactive Investor,John O'Reilly,Investment Advisor,"Signal Securities, Inc. Lakeway TX Private Residence",joreilly@signalsecurities.com,,Salesforce
10834391,Inactive Investor,Edmundo Barajas,,"Raymond James Financial Services, Inc. Fort Collins CO 4603 S Timberline Rd",edmundo.barajas@raymondjames.com,,Salesforce
10644713,,Seth Harrop,,,seth.harrop@bakertilly.com,,List Import
11168568,Inactive Investor,Kevin Filer,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
9590118,,Joshua Oder,,,joder@oderstewart.com,,List import
11103994,Inactive Investor,Heather Levasseur,Administrative Assistant;Senior Client Associate,Morgan Stanley Portland ME 100 Middle St,heather.levasseur@morganstanley.com,,Salesforce
10960410,Inactive Investor,Austin St Julien,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10799925,Inactive Investor,Jerid Buttell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jerid.buttell@fidelity.com,,Salesforce
10948259,Inactive Investor,Austin Berry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",austin.berry@ml.com,,Salesforce
11206973,Inactive Investor,Sarai Parada,,"Invex, LLC.",sparada@invex.us,,Salesforce
11181011,Inactive Investor,Aaron Youngdahl,,"Northland Securities, Inc.",ayoungdahl@northlandsecurities.com,,Salesforce
11068333,Inactive Investor,Lawrence Stout,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Clarkston MI Private Residence",lawrence.stout@equitable.com,,Salesforce
11178922,Inactive Investor,Trinh Le,,J.P. Morgan Securities LLC Seattle WA 301 Broadway E,trinh.le@jpmorgan.com,,Salesforce
11159168,Inactive Investor,Peggy Klein,Financial Advisor,Edward Jones Tucson AZ 10445 N Oracle Rd,peggy.klein@edwardjones.com,,Salesforce
74457,,Daniel Peffley,"Financial Advisor, Financial Services Professional","MML Investors Services, LLC",dpeffley@massmutual.com,419-887-6301,
10820571,Inactive Investor,William Ryan,,Commonwealth Financial Network Salem MA 16 Front St,,,Salesforce
10658091,,Donna Pavin,,,donna.p.pavin@jpmorgan.com,,List Import
9565953,,James Arnold,,,jarnold@runcapadv.com,,List import
10873220,Inactive Investor,David Smith,,"Prospera Financial Services, Inc. Redlands CA 1200 California St",david.smith@prosperafinancial.com,,Salesforce
10888521,Inactive Investor,Dustyn Solomon,Financial Advisor,"Equitable Advisors, LLC Mechanicsburg PA 5021 E Trindle Rd",dustyn.solomon@equitable.com,,Salesforce
10875186,Inactive Investor,Matthew Simcox,Financial Advisor,"Ameriprise Financial Services, LLC Longview TX 911 W Loop 281",matthew.simcox@ampf.com,,Salesforce
10981863,Inactive Investor,Emily Swerdlow,Senior Wealth Manager,"Howard Financial Services, Ltd.",emily.swerdlow@hfs-wm.com,,Salesforce
10865914,Inactive Investor,John Biedenstein,Chief Compliance Officer;Financial Advisor;Retirement Plan Specialist,"Correct Capital Wealth Management, LLC",john@correctcap.com,,Salesforce
11061435,Inactive Investor,David Sommer,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Member;President,"St. Clair Advisors, LLC",dws@saintclairllc.com,,Salesforce
10943920,Inactive Investor,Linda Klugman,Financial Advisor,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,linda.klugman@lpl.com,,Salesforce
10946784,Inactive Investor,Zachary Jaret,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10794775,Inactive Investor,Laura Radko,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,laura.radko@fidelity.com,,Salesforce
9558574,,Andre Fleener,,,agfleener9@gmail.com,,List import
11061242,Inactive Investor,Joshua James,,"OneAmerica Securities, Inc. Bloomington IN 306 S State Road 446",,,Salesforce
10911514,Inactive Investor,Scott Mccombs,,"Cambridge Investment Research, Inc. Henrico VA 3761 Westerre Pkwy",scott.mccombs@cambridgesecure.com,,Salesforce
9572546,,Patrick Conway,,,patrick.conway@surveyor-capital.com,,List import
11097022,Inactive Investor,Gary Goeppinger,Chief Compliance Officer;Designated Officer,"Jim Poe & Associates, Inc. Dallas TX 17440 Dallas Pkwy",,,Salesforce
10782082,Inactive Investor,Barbara Dietze,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,bbrazda@ft.newyorklife.com,,Salesforce
10616128,,Jennifer Wilken,,,jennifer.wilken@edwardjones.com,,List Import
10824838,Inactive Investor,Kenneth Holeski,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President,Newport Investment Advisors Inc,ken@getnewport.com,,Salesforce
10775682,Inactive Investor,Jason Salinski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Newark DE 224 E Delaware Ave",jason.r.salinski@ampf.com,,Salesforce
11229472,Inactive Investor,Richard Strasburger,,"Steward Partners Investment Solutions, LLC Spartanburg SC 311 E Main St",,,Salesforce
10600567,,D S Huston,,,danhustonx@hotmail.com,,Web Form Fillout
11176841,Inactive Investor,Dilan Peredo,,J.P. Morgan Securities LLC Washington DC 1401 New York Ave NW,,,Salesforce
11078974,Inactive Investor,Richard Lundstrom,Financial Advisor,"Osaic Wealth, Inc. Leawood KS 7007 College Blvd",,,Salesforce
10930167,Inactive Investor,Sengphouvanh Sophanavong,,"Allstate Financial Services, LLC Washington IL 105 Eastgate Dr",sengphouvanhsophanavong@allstate.com,,Salesforce
10785960,Inactive Investor,Mary Whitehead,Private Client Investment Associate,J.P. Morgan Securities LLC Oak Park IL 1048 Lake St,mary.whitehead@jpmorgan.com,,Salesforce
11081942,Inactive Investor,Jonie Martinka,District Leader,PFS Investments Inc. Seattle WA 15111 8th Ave SW,jmartinka@primerica.com,,Salesforce
10923003,Inactive Investor,Keith Heritage,,Prosperity Capital Advisors Newberry FL 25125 W Newberry Rd,,,Salesforce
10834225,Inactive Investor,Donald Wratchford,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 1200 Main St",donald_wratchford@bofa.com,,Salesforce
10924991,Inactive Investor,Hollie Osborne,,PFS Investments Inc. Mount Vernon NY 105 Stevens Ave,hollie.osborne@primerica.com,,Salesforce
238460,,amar.a.azeez07@gmail.com aldulaimi,,[Unknown],amar.a.azeez07@gmail.com,,
11108334,Inactive Investor,Wyatt McRae,,"Raymond James Financial Services, Inc. Tucson AZ 3561 E Sunrise Dr",wyatt.mcrae@raymondjames.com,,Salesforce
10754032,Inactive Investor,David Romans,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",david.romans@wellsfargoadvisors.com,,Salesforce
11146256,Inactive Investor,Michael Huard,,"Cambridge Investment Research, Inc. Medford OR Private Residence",,,Salesforce
11076200,Inactive Investor,Latoya Davis-DeNuzzo,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Smyrna GA 4490 S Cobb Dr SE,latoya.davis-denuzzo@chase.com,,Salesforce
10899829,Inactive Investor,Logan Gorman,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Cumming GA 365 Peachtree Pkwy,logan.gorman@jpmorgan.com,,Salesforce
10899976,Inactive Investor,Robert Welch,Private Wealth Advisor;Senior Wealth Advisor,Coign Capital Advisors LLC,robert@coigncapital.com,,Salesforce
11125713,Inactive Investor,Stephen Fargher,,"Northwestern Mutual Investment Services, LLC Corvallis OR 777 NW 9th St",stephen.fargher@nm.com,,Salesforce
11219779,,Hugh Chace,,,dchace@wasatchadvisors.com,,Other
11220732,,Brian Marshall,,,smarshall@agincourtcapital.com,,Other
11020085,Inactive Investor,Lauren Kirkwood,Investment Services Associate,"Navy Federal Investment Services, LLC North Richland Hills TX 9001 Airport Fwy",lauren_kirkwood@navyfederal.org,,Salesforce
11094803,Inactive Investor,Jessica Jewett,Limited Member,Jewett Investments LLC Fort Collins CO 3531 Windmill Dr,,,Salesforce
10506051,,Spencer Fox,Financial Advisor,Skeels & Fox Wealth Management,spencer@skeelsandfox.com,805-485-5555,List import
11117628,Inactive Investor,Mark McFee,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 35405 Grand River Ave",mark.mcfee@ampf.com,,Salesforce
11054626,Inactive Investor,Steve Kitazaki,,Cetera Investment Services LLC Mililani HI 95-221 Kipapa Dr,,,Salesforce
10824125,Inactive Investor,Travis St Pierre,Financial Representative,Park Avenue Securities LLC Baton Rouge LA 10000 Perkins Rowe,travis_st_pierre@glic.com,,Salesforce
10873111,Inactive Investor,Mark Alford,Senior Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mark.alford@tiaa.org,,Salesforce
10818758,Inactive Investor,John Mayo,,Fidelity Brokerage Services LLC,john.mayo@fmr.com,,Salesforce
235708,, -,,[[Unknown]],leweenbuitrago.mora@gmail.com,,
9563809,,Sri Jonnada,,,sri@journeyfinancial.com,,List import
10987478,Inactive Investor,Kelly Fischer,,"Chapin, Davis Bala Cynwyd PA 2 Bala Plz",kfischer@chapindavis.com,,Salesforce
10884666,Inactive Investor,Rosa Bastidas,,J.P. Morgan Securities LLC Jersey City NJ 2 Journal Square Plz,rosa.d.bastidas@jpmorgan.com,,Salesforce
9566214,,Eric Olilvas,,,ericolivas@hotmail.com,,List import
9582031,,Luz Davison,,,luzdavison@gmail.com,,List import
9631404,,dANIEL Rossier,,,d.rossier@multigroup.ch,,List import
9612415,,Michael Hazinski,,,hazinski@rpai.com,,List import
9639041,,Pierre Chammas,,,pierre.chammas@fiu.edu,,List import
10766146,Inactive Investor,Moira Katchuk,Senior Registered Associate;Wealth Management Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,,,Salesforce
111644,,xiang gao,,tesla,jason.gao20@outlook.com,18721438046,
11034010,Inactive Investor,Matthew Gladbach,Investment Advisor,Donaldson Capital Management LLC,mgladbach@dcmol.com,,Salesforce
11077111,Inactive Investor,Scott Violette,,"MML Investors Services, LLC Presque Isle ME 34 North St",,,Salesforce
10916965,Inactive Investor,Gregory Pierce,,"Osaic Wealth, Inc. Saint Paul MN Private Residence",,,Salesforce
10887970,Inactive Investor,Nelson Kelley,,"Allstate Financial Services, LLC Newport News VA 12472 Warwick Blvd",nelsonkelley@allstate.com,,Salesforce
11044564,Inactive Investor,Norma Allen,,J.P. Morgan Securities LLC Indianapolis IN 3000 Southeastern Ave,norma.allen@jpmorgan.com,,Salesforce
10645137,,Matthew McLaurin,,,matthew.w.mclaurin@us.hsbc.com,,List Import
241700,,Sam Warren,,[Unknown],sam.warren@lanternventures.com,,Direct
10487024,,David Jernigan,Regional Director,J.P. Morgan Securities LLC,david.m.jernigan@jpmorgan.com,,List Import
10982470,Inactive Investor,Matthew Verduzco,Assistant Vice President,"Stifel, Nicolaus & Company, Incorporated",verduzcom@stifel.com,,Salesforce
10816525,Inactive Investor,Troy Schuster,Chief Compliance Officer;Financial Advisor;President,"Capital Investment Management, Inc Lees Summit MO 740 NW Blue Pkwy",troy@cimadvisors.com,,Salesforce
11083233,Inactive Investor,Aili Kamp,,"Continental Investors Services, Inc.",akamp@cisinvest.com,,Salesforce
10878478,Inactive Investor,Stuart Blewett,Investment Officer;Partner,"Berkeley Capital Partners, LLC",stuart.blewett@berkeleycp.com,,Salesforce
10784431,Inactive Investor,Hung Au,,J.P. Morgan Securities LLC Upland CA 31 W Foothill Blvd,andy.au@chase.com,,Salesforce
10808497,Inactive Investor,Nikolaos Kostakis,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",nikolaos.kostakis@ml.com,,Salesforce
9585230,,David Levi,,,dlevi@brookfieldim.com,,List import
10805918,Inactive Investor,Jacob Echols,Financial Advisor,Edward Jones Yuma AZ 1979 E 16th St,jacob.echols@edwardjones.com,,Salesforce
9594834,,Da Liu,,,liuda.beta@gmail.com,,List import
11193314,Inactive Investor,Diane Kyle,Wealth Management Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,diane.kyle@ubs.com,,Salesforce
9637931,,Niklas Lundberg,,,niklas.lundberg@indecap.se,,List import
10976106,Inactive Investor,Rebecca Labowitz,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",rebecca.labowitz@robinhood.com,,Salesforce
10611451,,David Raymond,"Financial Advisor, First Vice President - Investments",,draymond2@janney.com,,List Import
10760035,Inactive Investor,Sandra Neill,,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",sandra.neill@wellsfargoadvisors.com,,Salesforce
10904686,Inactive Investor,Drue-Dallas Szulkowski,,Edward Jones Redmond WA 16141 Cleveland St,dallas.stewart@edwardjones.com,,Salesforce
9610203,,Steven Frishman -,,,steve7frish@yahoo.com,,List import
10989442,Inactive Investor,Jovanna Hamilton,,PFS Investments Inc. Houston TX 1880 S Dairy Ashford Rd,4hcny@primerica.com,,Salesforce
185374,,Javier Zubiate,Financial Advisor,Eagle Strategies LLC,jzubiate@ft.newyorklife.com,915-227-1604,
11204202,Inactive Investor,Milton Beavers,,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",trey.beavers@nm.com,,Salesforce
10953630,Inactive Investor,Jordan Gaskins,Investment Advisor,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",,,Salesforce
9574082,,Stephen Coolidge,,,stephen.coolidge@fidelity.com,,List import
10800305,Inactive Investor,David Takagi,Financial Advisor,NWF Advisory Services Inc Honolulu HI 500 Ala Moana Blvd,,,Salesforce
197121,,Goh Kok eng,,Malaysia,volvoxc88@gmail.com,,
11176633,Inactive Investor,Suzanne Mcgrath,Founder;Principal,Vision Capital Management Inc,sue@vcmi.net,,Salesforce
10927103,Inactive Investor,Austin Belz,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,austin.belz@bnymellon.com,,Salesforce
11105380,Inactive Investor,John Roth,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9598793,,Dariusz Mejer,,,dariusz.mejer@gmail.com,,List import
11260115,Inactive Investor,Linda Chan,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",linda.chan@nm.com,,Salesforce
11006254,Inactive Investor,Diane Wendel,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",diane.r.wendel@nm.com,,Salesforce
11024745,Inactive Investor,Adam Sullivan,Associate;Executive Vice President,"Arlen Capital, LLC",,,Salesforce
10962909,Inactive Investor,Robbie Das,,"M&A Securities Group, Inc.",,,Salesforce
9623895,,roland csenker,,,rolandcsenker@hotmail.com,,List import
10852529,Inactive Investor,Brian Stark,Regional Vice President,PFS Investments Inc. Findlay OH 1318 N Main St,brian.stark@primerica.com,,Salesforce
9556905,,Peerapong Sompoppokaset,,,psp_chocoaholic@hotmail.com,,List import
11194044,Inactive Investor,Elinar Deghbashyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,edeghbashyan@ft.newyorklife.com,,Salesforce
11183464,Inactive Investor,Christopher Shokoff,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",christopher.m.shokoff@wellsfargoadvisors.com,,Salesforce
10985048,Inactive Investor,Fawzi Beidas,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
11122450,Inactive Investor,Amanda Casey,,Gilder Gagnon Howe & Co. LLC,acasey@gghc.com,,Salesforce
11149994,Inactive Investor,Carroll Dokmecian,,"Northwestern Mutual Investment Services, LLC Paramus NJ 80 W Century Rd",carroll.dokmecian@nm.com,,Salesforce
9574174,,Theodore Oyler,,,ted.oyler@jwcemail.com,,List import
9619777,,LEE CHIENWEI,,,p2030m@gmail.com,,List import
11242631,,Andre Bayer,,,asb@coinpag.es,,Web Form Fillout
11090838,Inactive Investor,Loc Ngo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Livermore CA 1748 Railroad Ave",,,Salesforce
10792676,Inactive Investor,Anthony Trofimow,Financial Advisor,Edward Jones Woburn MA 304 Cambridge Rd,anthony.trofimow@edwardjones.com,,Salesforce
9608964,,Sean Sullivan,,,sean.sull@gmail.com,,List import
9608839,,Phylecia Lacy,,,phyleciaaa@gmail.com,,List import
10969360,Inactive Investor,Basma Radwan,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,basma.radwan@leerink.com,,Salesforce
4949376,,last long,,,sagiho5223@haboty.com,,Web Form Fillout
10754704,Inactive Investor,Michael Dwyer,Managing Member;Regulatory Contact,"Strategic Family Wealth Counselors, L.L.C.",michael@strategicfamilywealth.com,,Salesforce
9554721,,Bruce Davis,,,bruce.davis@fidelity.com,,List import
11033329,Inactive Investor,Thomas Gipson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",tgipson@ml.com,,Salesforce
11187402,Inactive Investor,Edward McNamara,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",emcnamara@nationallife.com,,Salesforce
10792656,Inactive Investor,Charles Averre,Chief Compliance Officer;President;Shareholder,"Hollingsworth Avent Averre & Purvis, Pa",caverre@haacpa.com,,Salesforce
10979127,Inactive Investor,Brendan Moleski,Head - Trading;Investment Analyst,Conservest Capital Advisors Inc,bmoleski@conservest.com,,Salesforce
11187526,Inactive Investor,Derek Lee,Investment Representative,LPL Financial LLC Fresno CA 9515 N Sommerville Dr,,,Salesforce
11238045,Inactive Investor,Mark Scott,,Bernzott Capital Advisors,mark@bernzott.com,,Salesforce
11219895,,Nataliya Zook,,,nzook@savantwealth.com,,Other
9594741,,David Kocsis,,,david@retirepeak.com,,List import
9628391,,Donna Johnson,,,djjohnson@bankwithlnb.com,,List import
11078199,Inactive Investor,Michael Caruso,Financial Advisor,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
10754037,Inactive Investor,Joshua De Bilzan,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 4637 White Bear Pkwy",joshua.j.debilzan@ampf.com,,Salesforce
232393,, -,,[[Unknown]],carmygenius@gmail.com,,Paid Social
11114844,Inactive Investor,Joseph Cronin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",joe.cronin@ml.com,,Salesforce
10781292,Inactive Investor,William Waterbury,Principal,Park Avenue Securities LLC Saint Paul MN Private Residence,,,Salesforce
234295,, -,,[[Unknown]],s.rader@oxfordam.net,,
339264,,Michael Grueneberger,Partner,"Tidehaven Wealth, Llc",michael@tidehavenwealth.com,843-284-8040,Manual List Upload
343759,,Vince Pastorino,"Senior Vice President, Alternative Investment Strategist","Buttonwood Financial Group, Llc",vince@buttonwoodfg.com,816-285-9000,Manual List Upload
10462037,,Veselin Dochev,,,frame2std@gmail.com,,Web Form Fillout
9584644,,Jose Murillo,,,jmurilloxaed3@gmail.com,,List import
11034756,Inactive Investor,Charles Peterson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,charles_peterson@vanguard.com,,Salesforce
11041979,Inactive Investor,Siyu Chen,,Citigroup Global Markets Inc.,,,Salesforce
10696058,,Jeff Green,,"Silver Oak Securities, Inc.",jeff.green@silveroaksecurities.com,,List Import
9571365,,Aaron Kline,,,aarondkline@gmail.com,,List import
10489978,,Evangeline Herrington,"Chief Compliance Officer, Financial Advisor, Managing Director, Owner",Herrington Wealth Management Corporation,aherrington@herringtonwealth.com,,List Import
11007362,Inactive Investor,Michael Garberich,Senior Investment Officer,"Leafhouse Financial Advisors, LLC",,,Salesforce
335895,,Doug Elder,Svp - Sales Manager,"Nbc Securities, Inc.",delder@nbcsecurities.com,800-521-9390,Manual List Upload
11127231,Inactive Investor,Jay Bucher,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",jay.bucher@ml.com,,Salesforce
10822918,Inactive Investor,Michael Clark,,Cetera Advisor Networks LLC San Antonio TX 9311 San Pedro Ave,,,Salesforce
9647292,,D. Palmieri,,,blazingpleasures@icloud.com,,List import
11085491,Inactive Investor,Michael Mazza,Wealth Advisor,Neuberger Berman BD LLC,mmazza@nb.com,,Salesforce
10810574,Inactive Investor,Cody Fredrickson,Financial Advisor,LPL Financial LLC Topeka KS 610 SW 10th Ave,cody.fredrickson@lpl.com,,Salesforce
5121603,,Jack Gold,,,jackgold88@icloud.com,5519004925,Web Form Fillout
10787672,Inactive Investor,Nathan Eisner,Financial Advisor,Edward Jones Sun Prairie WI 333 Cannery Sq,nathan.eisner@edwardjones.com,,Salesforce
11153478,Inactive Investor,Elizabeth Kwoka,,"Cambridge Investment Research, Inc. Wilmington DE 232 Philadelphia Pike",,,Salesforce
11060011,Inactive Investor,William Darling,Chairman;Chief Compliance Officer;Chief Executive Officer,Woodstock Corporation,wdarling@woodstockcorp.com,,Salesforce
11135233,Inactive Investor,Moises Ortiz,,"American Fidelity Securities, Inc.",moises.ortiz@af-group.com,,Salesforce
11209243,Inactive Investor,Mark Berdan,Investment Advisor Representative,"Principal Securities, Inc. San Diego CA 7922 Entrada de Luz W",,,Salesforce
10949832,Inactive Investor,Kavish Desai,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10854460,Inactive Investor,Bryan Bradford,,HBW Advisory Services LLC Brighton MI 134 W Main St,bryan.bradford@hbwpartners.com,,Salesforce
9569991,,Minsik Hwang,,,kanye2025@naver.com,,List import
67194,,Albert Jenkins,"Advisor, Founder, Owner, Partner, Portfolio Manager",Trimaran Capital,felton@trimarancapital.net,912-344-4824,
10922668,Inactive Investor,Michael Revis,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
9632504,,Jason Mori,,,jbgreen4@yahoo.com,,List import
9543458,,Mark La Rocque,,,mark@accidentlaws.com,,List import
10908530,Inactive Investor,Allan Cameron,Investment Advisor Representative,"MML Investors Services, LLC Knoxville TN 9729 Cogdill Rd",allancameron@financialguide.com,,Salesforce
9624879,,Chris Rugg,,,rugg.chris@gmail.com,,List import
11127167,Inactive Investor,John Gardiner,Financial Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,john.gardiner@ubs.com,,Salesforce
10975832,Inactive Investor,Judd McGraw,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
374784,,Jason Groth,Fiduciary,Safe Harbor Solutions,jgroth@shsinteractive.com,,Salesforce
9544965,,Lake Smith,,,lake.smith@adviceperiod.com,,List import
11165571,Inactive Investor,Erik Aaker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10838350,Inactive Investor,R Hardy,,Sigma Financial Corporation Lima OH 2855 W Elm St,,,Salesforce
9595752,,Ronald Mineo,,,ron_mineo@msn.com,,List import
9560032,,nimank Sakty,,,nimank19@gmail.com,,List import
63967,,Dean Kaczorowski,Financial Consultant,Thrivent Investment Management Inc.,dean.kaczorowski@thrivent.com,715-526-4334,
215001,,Stacy Scheehle,Chief Compliance Officer,TFG Asset Management L.P.,sscheehle@tetragoninv.com,212-359-7357,
11084218,Inactive Investor,Anders Rasmussen,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",anders.rasmussen@wellsfargoadvisors.com,,Salesforce
11233400,Inactive Investor,Shreoshi Saha,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",shreoshi.saha@nm.com,,Salesforce
10944794,Inactive Investor,Lisa Raczko,,NYLIFE Securities LLC,,,Salesforce
10991041,Inactive Investor,Anthony Marino,,"MML Investors Services, LLC Tyngsboro MA 1 Bridgeview Cir",,,Salesforce
10943070,Inactive Investor,Christopher Johnson,,PFS Investments Inc. Pontotoc MS 17 W Reynolds St,,,Salesforce
5259280,,LOM NEAN,,,tobagab221@kuvasin.com,,Web Form Fillout
9612463,,Skip McManmon,,,skip.mcmanmon@gillsoncapital.com,,List import
10968186,Inactive Investor,Brandie Phillips,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,brandie.phillips@jpmorgan.com,,Salesforce
10796681,Inactive Investor,Nancy Congdon,Chief Compliance Officer;Lead Advisor;President,Blue Water Wealth,nancy.congdon@bluewaterwealth.com,,Salesforce
11185376,Inactive Investor,Matthew Marino,Chief Compliance Officer;Senior Advisor,"Nexus Capital, LLC",matt@ncapco.com,,Salesforce
10948830,Inactive Investor,Jessica Wiley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11235210,Inactive Investor,Jennifer Hagadorn,Wealth Advisor,Foster Victor Wealth Advisors,jhagadorn@fostervictorwa.com,,Salesforce
352274,,Jenny Bartz,Financial Advisor,"Iag Wealth Partners, Llc",jbartz@iagwealthpartners.com,262-/44-68150,Manual List Upload
10755452,Inactive Investor,Laura Healey,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",laura_healey@ml.com,,Salesforce
11046459,Inactive Investor,Michael Beauford,,State Farm VP Management Corp.,,,Salesforce
336351,,Scott Patten,Shareholder Non-voting,Northeast Financial,scott@nfc-westport.com,203-226-8997,Manual List Upload
10854121,Inactive Investor,Chris Lopez,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,chrislopez.team@fidelity.com,,Salesforce
10823508,Inactive Investor,Yong Lee,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ellicott City MD 9150 Baltimore National Pike",,,Salesforce
11190914,Inactive Investor,Grant Ulrick,,LPL Financial LLC Fairfield CT 1261 Post Rd,grant.ulrick@lpl.com,,Salesforce
10872599,Inactive Investor,Michael Tegland,,"Pruco Securities, LLC. Huntersville NC 11330 Vanstory Dr",michael.tegland@prudential.com,,Salesforce
11122618,Inactive Investor,Brian Evans,Financial Advisor,Edward Jones Corvallis OR Private Residence,brian.evans@edwardjones.com,,Salesforce
11132794,Inactive Investor,Justin Rosenblume,Administrative Associate,LPL Financial LLC Downers Grove IL 3000 Woodcreek Dr,justin.rosenblume@lpl.com,,Salesforce
10791004,Inactive Investor,David Lorbiecki,,D.M. Kelly & Company,davidl@dmkc.com,,Salesforce
10809691,Inactive Investor,Stephen Frohsin,Principal,"Woodmont Investment Counsel, LLC",stephen@woodmontcounsel.com,,Salesforce
10879615,Inactive Investor,Cindy Healy,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,cindy.e.healy@jpmorgan.com,,Salesforce
10648140,,Raymond Dahlman,,,r.dahlman@dsafinancialgroup.com,,List Import
9613055,,Zachary Rosenstock,,,zrosenstock@sbhic.com,,List import
10750269,,y z,,,scybzy@qq.com,,Web Form Fillout
10617255,,Erik Mansfield,,,erik.mansfield@edwardjones.com,,List Import
9572528,,Johnny Moore,,,johnny.moore@securitiesamerica.com,,List import
11086403,Inactive Investor,Lynette Wilson,Private Client Investment Associate,J.P. Morgan Securities LLC Alliance OH 1207 W State St,lynette.i.wilson@jpmorgan.com,,Salesforce
202687,,Todd Bennett,,Family Office,tbennett@ambholdings.net.au,,
9563880,,joseph sweis,,,joseph.sweis@pearlwealthadvisors.com,,List import
341371,,Christopher Koski,Global Head - Investment Strategy,Morgan Stanley Infrastructure Inc.,christopher.koski@morganstanley.com,121-276-17160,Manual List Upload
4901350,,josef parreno,,,josefparreno002@gmail.com,,Web Form Fillout
9586104,,Anthony Billue,,,billuea@hdvest.net,,List import
10831036,Inactive Investor,Deborah Haines,Sales Associate,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",deborah.haines@raymondjames.com,,Salesforce
11019087,Inactive Investor,Brian Davisson,,J.P. Morgan Securities LLC Saint Joseph MI 1310 Hilltop Rd,brian.davisson@jpmorgan.com,,Salesforce
9644085,,Berk Aydin,,,berkaydin@outlook.com,,List import
11149441,Inactive Investor,Thomas Killingsworth,Senior Vice President,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",tom.killingsworth@raymondjames.com,,Salesforce
11167924,Inactive Investor,Alicia Munukka,Senior Client Service Associate,UBS Financial Services Inc. Rutland VT 67 Merchants Row,alicia.munukka@ubs.com,,Salesforce
11068358,Inactive Investor,Michael Harding,,"Equitable Advisors, LLC Golden CO 14143 Denver West Cir",mike.harding@equitable.com,,Salesforce
11120740,Inactive Investor,Charnvith Sukpanichnant,,NYLIFE Securities LLC,csukpanichnant@ft.newyorklife.com,,Salesforce
11100883,Inactive Investor,Mary Ankenbrandt,Senior Registered Associate,Morgan Stanley Toledo OH 7311 Crossleigh Ct,mary.ankenbrandt@morganstanley.com,,Salesforce
10915836,Inactive Investor,Ethan Saidel,Wealth Consultant,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,ethan.saidel@lpl.com,,Salesforce
10848587,Inactive Investor,Howard Brandell,,PFS Investments Inc. Austin TX 10713 N FM 620 Rd,howard.brandell@primerica.com,,Salesforce
11110602,Inactive Investor,Victoria Unger,Financial Consultant;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",victoria.unger@wellsfargoadvisors.com,,Salesforce
10962241,Inactive Investor,Carly Chafin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10974103,Inactive Investor,Trent Lewis,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
10914561,Inactive Investor,Matthew Gough,Financial Advisor,Edward Jones Wakefield RI 35 S County Commons Way,matthew.gough@edwardjones.com,,Salesforce
11132945,Inactive Investor,Carson Waddell,Financial Advisor,LPL Financial LLC Brevard NC 30 Green Acres Ave,carson.waddell@lpl.com,,Salesforce
10814104,Inactive Investor,Michael Snyder,Private Wealth Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",michael.w.snyder@ampf.com,,Salesforce
10806683,Inactive Investor,Clifford Iubelt,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",clifford.iubelt@rbc.com,,Salesforce
11111070,Inactive Investor,Katherine Dolan,Office Manager;Paraplanner,"Ameriprise Financial Services, LLC Cumberland Foreside ME 15 Sky View Dr",katherine.2.dolan@ampf.com,,Salesforce
9587180,,Noel Oneill,,,noneill@cambridgeassociates.com,,List import
10928987,Inactive Investor,Kathryn Grabill,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
237097,, -,,[[Unknown]],43111879@qq.com,,Organic Search
348338,,Andrew Derrenbacker,"Portfolio Manager, Analyst","J.w.burns & Company, Inc.",aderrenbacker@jwburns.com,315-449-1341,Manual List Upload
10767117,Inactive Investor,Robert Martinez,Vice President - Investments,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",robert.martinez@raymondjames.com,,Salesforce
212247,,Jack Tsai,,[Unknown],twmade@gmail.com,,Event
11204552,Inactive Investor,Tristaan Petullo,,"Cambridge Investment Research, Inc. North Chelmsford MA 17A Dunstable Rd",,,Salesforce
116659,,Robert Ziegler,Financial Planner,Lincoln Financial Advisors Corporation,robert.ziegler@lfg.com,302-643-3021,
11102974,Inactive Investor,Michael McCullough,Financial Advisor,"Gradient Securities, LLC Saint Paul MN 2564 Rice St",mmccullough@gradientsecurities.com,,Salesforce
11024527,Inactive Investor,Rose Bryant,Senior Vice President,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",rose.gatto@raymondjames.com,,Salesforce
10615365,,Theodore Grippo,"Financial Advisor, Senior Vice President, Sports and Entertainment Director",,theodore.grippo@morganstanley.com,,List Import
10826293,Inactive Investor,Francisco Ocampo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",francisco.ocampo@ml.com,,Salesforce
373596,,Steve Jones,,[Unknown],jones2sr@outlook.com,,source
9627967,,Corbin Keller,,,corbin.keller@gmail.com,,List import
240421,,Thomas Elliott,,[Unknown],tom@throtlhaus.com,,Direct
9543732,,Om Shrestha,,,shrest.om@gmail.com,,List import
11043385,Inactive Investor,Stanley Thomas,Advisor;Managing Director,"Tiemann Investment Advisors, LLC",stanley@tiemann.net,,Salesforce
10985817,Inactive Investor,Leonel Sandoval,,"Allstate Financial Services, LLC West Covina CA 19002 La Puente Rd",lionelsandoval@allstate.com,,Salesforce
10870746,Inactive Investor,Lynn Hogan,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",lynn.a.hogan@nm.com,,Salesforce
10998205,Inactive Investor,Fred Chen,Financial Advisor,Emerson Equity LLC Irvine CA 9940 Research Dr,fchen@emersonequity.com,,Salesforce
11127767,Inactive Investor,Hsien Lu,,"Equitable Advisors, LLC Rowland Heights CA Private Residence",hsien-rong.lu@equitable.com,,Salesforce
11033599,Inactive Investor,Andrew Zirbes,,NYLIFE Securities LLC Fort Worth TX 777 Main St,azirbes@ft.newyorklife.com,,Salesforce
11058511,Inactive Investor,Kerianne Pouncey,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
10960980,Inactive Investor,Luis Graterol-Quijada,,"Wells Fargo Clearing Services, LLC Orlando FL 7950 S Orange Blossom Trl",,,Salesforce
11185884,Inactive Investor,Lary Weintraub,,"Synergy Financial Partners, LLC",lweintraub@sfpdenver.com,,Salesforce
350873,,Bradley Barnett,Advisor Representative,Kpp Advisory Services Llc,bradley.barnett@lpl.com,502-394-0400,Manual List Upload
11003159,Inactive Investor,Kristen Riffle,Financial Advisor,Edward Jones Loves Park IL 5313 N 2nd St,kristen.riffle@edwardjones.com,,Salesforce
11071495,Inactive Investor,Christine Wirtschoreck,Associate Vice President;Financial Advisor,Morgan Stanley Orland Park IL 15341 S 94th Ave,christine.wirtschoreck@morganstanley.com,,Salesforce
51470,,Krista Huntley,Financial Associate,Thrivent Investment Management Inc.,krista.huntley@thrivent.com,307-461-9151,
10900392,Inactive Investor,Timothy Liu,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,timothy.liu2@fmr.com,,Salesforce
9621806,,Hans Olsen,,,holsen@fiduciary-trust.com,,List import
10792937,Inactive Investor,Joni Lovell,,"U.S. Bancorp Investments, Inc.",joni.lovell@usbank.com,,Salesforce
11026752,Inactive Investor,James Lantini,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Providence RI 75 Fountain St",jim.lantini@schwab.com,,Salesforce
11010768,Inactive Investor,Oran Young,,"Osaic Wealth, Inc. Bowie MD 11603 Whittier Rd",,,Salesforce
10986771,Inactive Investor,Matthew Johnson,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10995003,Inactive Investor,Nicolaos Koutoulas,Private Client Banker,J.P. Morgan Securities LLC New York NY 2540 Broadway,nicolaos.koutoulas@jpmorgan.com,,Salesforce
10848156,Inactive Investor,Melissa Baker,,State Farm VP Management Corp. Frederick MD 3532 Worthington Blvd,missy.baker.ul21@statefarm.com,,Salesforce
10828181,Inactive Investor,Jason Vasconcellos,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10914284,Inactive Investor,Yannick Gonsalves,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10955176,Inactive Investor,Juana Trejo Cervantes,,"Wells Fargo Clearing Services, LLC Ukiah CA 717 S State St",gabby.trejo@wellsfargo.com,,Salesforce
69182,,Josephine Wong,Investment Advisor,Black Pearl Investment Group,josephine.wong@blackpearlinvestment.org,,
10958276,Inactive Investor,Kathleen Aubrey-Bergonzi,,"Osaic Institutions, Inc.",,,Salesforce
9542367,,Agustin Hernandez,Financial Advisor,,agustin.hernandez@lpl.com,,List import
10801993,Inactive Investor,Jamie Harwood,Financial Advisor,Edward Jones Chino CA 13615 12th St,jamie.harwood@edwardjones.com,,Salesforce
10936161,Inactive Investor,Natalie Mcmahon,Chief Compliance Officer;Chief Operating Officer;Director;Partner,Main Street Research LLC,natalie@ms-research.com,,Salesforce
11103486,Inactive Investor,Robert Dixon,President,"Vero Advisors, LLC",,,Salesforce
9554964,,Chihjung Lu,,,clu@financialguide.com,,
10838042,Inactive Investor,Dara Gibbs,Account Executive,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,dgibbs@janney.com,,Salesforce
11010025,Inactive Investor,Regina Tate,Regional Leader,PFS Investments Inc. Aurora CO 6105 S Main St,reginareesetate@primerica.com,,Salesforce
10880431,Inactive Investor,Leah Schwarz,,"Steward Partners Investment Solutions, LLC San Antonio TX 17802 W Interstate 10",leah.schwarz@stewardpartners.com,,Salesforce
10816591,Inactive Investor,Carolyn Washington,,PFS Investments Inc. Brooklyn NY 777 Coney Island Ave,,,Salesforce
9609602,,Christoph Tegeler,,,c.tegeler@gmail.com,,List import
11169447,Inactive Investor,Peter Panchura,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",pete.panchura@ml.com,,Salesforce
11081925,Inactive Investor,Huan Yuan Chen,,PFS Investments Inc. Peekskill NY 8 John Walsh Blvd,hchen@primerica.com,,Salesforce
10955849,Inactive Investor,Dillon Mills,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",dillon.mills@tiaa.org,,Salesforce
128105,,Kent Kuhlmann,,"Cwm, Llc",kkuhlmann@carsoninstitutional.com,,
10901993,Inactive Investor,Raymond Pelanda,Financial Advisor,Park Avenue Securities LLC Canton OH 4150 Belden Village St NW,raymond_pelanda@glic.com,,Salesforce
11080220,Inactive Investor,James Wawner,Financial Advisor,Edward Jones Wilmington NC 1051 Military Cutoff Rd,bud.wawner@edwardjones.com,,Salesforce
11199627,Inactive Investor,Brett Witkowski,Investment Advisor Representative;Partner;Portfolio Manager,"Jaffe Tilchin Investment Partners, LLC",brett@jaffetilchin.com,,Salesforce
9574307,,Nicolas Poole,,,nic@inverson.co.za,,List import
10873252,Inactive Investor,Jennifer Skalsky,,"Raymond James & Associates, Inc. Grosse Pointe MI 15 Kercheval Ave",jennifer.skalsky@raymondjames.com,,Salesforce
10872232,Inactive Investor,Scott Taylor,,"Osaic FA, Inc. Fresno CA 7060 N Fresno St",,,Salesforce
10940082,Inactive Investor,Kristina Pearce,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
11116709,Inactive Investor,Filippo Guttilla,,Cetera Financial Specialists LLC Hasbrouck Heights NJ 307 Blvd,filippo.guttilla@ceterafs.com,,Salesforce
10920968,Inactive Investor,Robert Boutin,Owner,Physicians' Financial L.C.,rboutin@physicians-financial.com,,Salesforce
352275,,John Baschab,"Member, Elected Manager And Managing Director",Scout Energy Management Llc,jbaschab@scoutep.com,972-277-1373,Manual List Upload
9554840,,Tonya Kropoff,,,20tonyakropoff@synovus.com,,List import
244884,,Sophie Liao,MD,Oyster Ventures,sophie@oyster.vc,19298001926,Manual List Upload
10486598,,Ross Norman,Vice President,"The Ayco Company, L.P.",rosehermail@yahoo.com,,List Import
10891686,Inactive Investor,Vladislav Voykhanskiy,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",vladislav.voykhanskiy@53.com,,Salesforce
11019313,Inactive Investor,Arthur Dietz,,"Osaic Wealth, Inc. Indiana PA Private Residence",,,Salesforce
10994314,Inactive Investor,Christopher Brown,,J.P. Morgan Securities LLC Spring TX 25025 Interstate 45,christopher.brown@jpmorgan.com,,Salesforce
10754997,Inactive Investor,Douglas Wisman,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",scott_wisman@ml.com,,Salesforce
10841953,Inactive Investor,Shane Chavez,,"Cambridge Investment Research, Inc. Parker CO 8785 N Awl Rd",,,Salesforce
10826753,Inactive Investor,Mark Siciliano,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",mark.siciliano@nm.com,,Salesforce
10981776,Inactive Investor,Angelica Hernandez,,PFS Investments Inc. Gaithersburg MD 6 Montgomery Village Ave,angelicacamille.hernandez@primerica.com,,Salesforce
9637112,,Daniel Moisand,,,dan@moisandfitzgerald.com,,List import
10963847,Inactive Investor,Jaqilyn Wolfe,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",jaqilyn.graff@nm.com,,Salesforce
217170,,Donald Schreifels,retired,[Unknown],schreif476@gmail.com,,Event
11008419,Inactive Investor,Wendy Murray,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",emailaddresswendy.murray@prudential.com,,Salesforce
352824,,Lisa Lebbing,"Fpqp, Med.","Gateway Advisory, Llc",lisa@amherstfinancial.com,908-233-8100,Manual List Upload
10917904,Inactive Investor,Brenda Glover,,"First Command Brokerage Services, Inc.",bglover@firstcommand.com,,Salesforce
11086872,Inactive Investor,Mohamed Rafeek,Regional Vice President,PFS Investments Inc. Torrance CA 2459 W 208th St,mohamed.rafeek@primerica.com,,Salesforce
10996206,Inactive Investor,Brian Wamsley,,J.P. Morgan Securities LLC Columbus OH 50 W Wilson Bridge Rd,brian.wamsley@jpmorgan.com,,Salesforce
11189284,Inactive Investor,Juanita Jackson,,"Mutual of Omaha Investor Services, Inc. Springfield MO 3555 S Culpepper Cir",juanita.jackson@mutualofomaha.com,,Salesforce
9590208,,Mark Riley,,,markr@carnick.com,,List import
10889321,Inactive Investor,James Gray,,"Voya Financial Advisors, Inc. Tyler TX 10975 Spur 248",james.gray@voya.com,,Salesforce
10824107,Inactive Investor,Daniel Gaugler,Chief Financial Officer;Founding Partner;Senior Wealth Manager,Fairway Wealth Management LLC,drg@fairwaywealth.com,,Salesforce
10845172,Inactive Investor,Jerry Catlett,,LPL Financial LLC Bruning NE 104 E Main St,jerry.a.catlett@lpl.com,,Salesforce
10981256,Inactive Investor,Adam McGrath,Manager,"Fifth Third Securities, Inc. Lexington KY 2051 Pleasant Ridge Dr",adam.mcgrath@53.com,,Salesforce
10989402,Inactive Investor,Davis Griffin,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,davisgriffin@statefarm.com,,Salesforce
10968510,Inactive Investor,Nicholas Earley,,Fidelity Brokerage Services LLC,,,Salesforce
371815,,Darren Tkacs,,[Unknown],darren.jt@outlook.com,,Salesforce
10772876,Inactive Investor,Carol Staniar,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,carol.putnam@ubs.com,,Salesforce
11118765,Inactive Investor,Alexander Johnson,,"Truist Investment Services, Inc. Washington DC 1099 New York Ave NW",,,Salesforce
9559106,,Fata Akromul Muttaqin,,,fatamuttaqinn@gmail.com,,List import
10969568,Inactive Investor,Zachary Capen,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
9642036,,Douglas Ball,,,dball59743@gmail.com,,List import
9556142,,Jeffrey Blochowiak,,,jeff.blochowiak@transamerica.com,,List import
11235911,Inactive Investor,Jeffrey Giguere,Partner;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Greenville SC 135 S Main St",,,Salesforce
10886267,Inactive Investor,Joseph Ayers,,"Cambridge Investment Research, Inc. Las Vegas NV 4775 W Teco Ave",,,Salesforce
11001444,Inactive Investor,Joseph Bullis,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",joseph.bullis@equitable.com,,Salesforce
11033624,Inactive Investor,Bryan Mersol,,NYLIFE Securities LLC Youngstown OH 33 Sheridan Rd,bjmersol@ft.newyorklife.com,,Salesforce
9626313,,Jason Agnew,,,jasonagnew79@gmail.com,,List import
374294,,Will Bramblett,,,william.bramblett@nm.com,,Salesforce
11210205,Inactive Investor,Samuel Bienenfeld,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",samuel.bienenfeld@nm.com,,Salesforce
10963703,Inactive Investor,Gene Hamstra,Investment Advisor,Lauer Wealth Management,gene@lauerwealth.com,,Salesforce
246106,,Not Provided,Head of Federal Affairs,Block,tmanatos@squareup.com,,Manual List Upload
11094098,Inactive Investor,Daffodil Reid-Alexander,,"Bankers Life Securities, Inc. Fishkill NY 300 Westage Business Ctr Dr",daffodil.reid-alexander@bankerslife.com,,Salesforce
348966,,Keith Gelb,Managing Member (executive Officer),"Rockpoint Group, L.l.c.",kgelb@rockpointgroup.com,972-934-0100,Manual List Upload
11040132,Inactive Investor,Benjamin Wood,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",benjamin.wood@nm.com,,Salesforce
10958422,Inactive Investor,Bryson Macchione,,"Calton & Associates, Inc. Lakeland FL 464 W Pipkin Rd",bmacchione@calton.com,,Salesforce
9574191,,Nayef Samhat,,,president@wofford.edu,,List import
9623410,,BERNARD BRANNIGAN,,,yescoachbernard@gmail.com,,List import
10809544,Inactive Investor,Barbara Davis,Senior Advisor,"Hornor, Townsend & Kent, LLC",bdavis@htk.com,,Salesforce
10824523,Inactive Investor,Renzo Corazzo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10822891,Inactive Investor,Steven Chille,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,steven.chille@ubs.com,,Salesforce
9606063,,AP AXIUM,,,cryptoturk@outlook.com,,List import
11026304,Inactive Investor,Joan Inouye,,"Osaic Wealth, Inc. Honolulu HI Private Residence",,,Salesforce
10847796,Inactive Investor,Shawn Hooper,,NYLIFE Securities LLC Edison NJ 379 Thornall St,shooper@ft.newyorklife.com,,Salesforce
9629964,,Aaly Meherali,,,aaly.meherali@gmail.com,,List import
9587707,,Akanit Suwannurak,,,akanitls@gmail.com,,List import
11211204,Inactive Investor,Thomas Cartin,,"Wells Fargo Clearing Services, LLC Doylestown PA 115 W Court St",thomas.cartin@wellsfargo.com,,Salesforce
11066736,Inactive Investor,Zulay Polanco,,"Raymond James Financial Services, Inc. Miami FL 6915 SW 57th Ave",zulay.polanco@raymondjames.com,,Salesforce
10836393,Inactive Investor,William Adelsberger,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,wadelsberger@lincolninvestment.com,,Salesforce
9576847,,David Cohen,,,david.l.cohen@ihtwm.com,,List import
346308,,Solon Aposhian,Associate Director,Long Wharf Capital Llc,solon.aposhian@longwharf.com,617-250-7260,Manual List Upload
10803510,Inactive Investor,John Walczak,Financial Advisor,"Allegheny Investments, Ltd.",rwalczak@alleghenyfinancial.com,,Salesforce
11205045,Inactive Investor,Gabriel Dardik,Financial Advisor,"Pruco Securities, LLC. Pompano Beach FL 7525 NW 61st Ter",gabriel.dardik@prudential.com,,Salesforce
11064122,Inactive Investor,Jacob Schuette,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
220554,,Nikolay Tsanov,,[Unknown],nikigape@gmail.com,,Organic Search
10815261,Inactive Investor,Justin Williams,Financial Advisor,Edward Jones Rockville VA 16595 Pouncey Tract Rd,justin.williams@edwardjones.com,,Salesforce
10776685,Inactive Investor,Thomas Sharp,Financial Advisor;Senior Vice President,Morgan Stanley Chicago IL 227 W Monroe St,thomas.s.sharp@morganstanley.com,,Salesforce
11121763,Inactive Investor,Lukas Haugen,Fraud Analyst,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10892106,Inactive Investor,Ian Conover,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",ian.conover@ml.com,,Salesforce
9610391,,Gene Riccoboni,,,gene@riccointernational.com,,List import
9570511,,richard messler,,,richardm@firsttroyrents.com,,List import
11029780,Inactive Investor,Keith Baker,,NYLIFE Securities LLC Bryan TX 3833 S Texas Ave,kabaker@ft.newyorklife.com,,Salesforce
10603711,,Michael Karalewich,Chief Executive Officer,"NPA Asset Management, LLC",mkaralewich@nationwideplanning.com,,List Import
11140206,Inactive Investor,Eric Anderson,,Andrew Garrett Inc. Springfield MO 2659 E Normandy St,eanderson@andrewgarrett.com,,Salesforce
11064036,Inactive Investor,Wade Shumway,Financial Advisor,LPL Financial LLC San Diego CA 16789 Bernardo Center Dr,wade.shumway@lpl.com,,Salesforce
11137846,Inactive Investor,Joseph Plageman,Financial Advisor,Edward Jones Reading PA 918 Penn Ave,joe.plageman@edwardjones.com,,Salesforce
10813090,Inactive Investor,Bernard Ascher,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,bernard.ascher@ubs.com,,Salesforce
9629923,,Martin daay,,,martindaay@gmail.com,,List import
10843152,Inactive Investor,Frank Yi,Regulatory Contact;Senior Vice President,Twin Lakes Capital Honolulu HI 55 Merchant St,fyi@twinlakescapital.com,,Salesforce
233444,,tom mehrman -,,tom mehrman [[Unknown]],mehrman5@hotmail.com,,Direct
11061865,Inactive Investor,William Harkey,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,william.harkey@fmr.com,,Salesforce
45884,,Michelle Christian,,PNC Investments,michelle.christian@pnc.com,800-762-6111,
7196663,,Michael Lydon,,,lydon91@yahoo.com,,Web form fillout
11034207,Inactive Investor,Robert Folk,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,rfolk@primerica.com,,Salesforce
10975201,Inactive Investor,Teresa Milner,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,tmilner@primerica.com,,Salesforce
200435,,Rony Daher,,[Unknown],ronydaher9@gmail.com,,
163670,,Wayne Sun,,[Unknown],wayne.sun@live.com,,Paid Social
10769565,Inactive Investor,Mazhar Ali,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",mazhar.ali@bofa.com,,Salesforce
11174423,Inactive Investor,Robert Burch,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO 7001 E Belleview Ave",lance.burch@schwab.com,,Salesforce
9636293,,Kurt Gruenewald,,,kgruene@gmail.com,,List import
341483,,Susan Livingston,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,susan.livingston@bbh.com,212-483-1818,Manual List Upload
11021905,Inactive Investor,Marcella Martinez,,"Empower Financial Services, Inc Columbus OH 1212 Summit St",,,Salesforce
11079427,Inactive Investor,Julie Gritzenbach,Client Relationship Associate,William Blair,jsowinski@williamblair.com,,Salesforce
10959316,Inactive Investor,Liam Donelan,,Fidelity Brokerage Services LLC,,,Salesforce
9598248,,Andrew Gullion,,,agullion@financialengines.com,,List import
11151154,Inactive Investor,Narayan Athanikar,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Saint Charles IL Private Residence",narayan.athanikar@ampf.com,,Salesforce
11139467,Inactive Investor,Jennifer Doherty,Financial Advisor,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 822 A1A N",,,Salesforce
11089467,Inactive Investor,Austin Albert,Financial Advisor,LPL Financial LLC Lewiston ME 1071 Lisbon St,austin.albert@lpl.com,,Salesforce
11114180,Inactive Investor,Lawrence Newman,,"Osaic Wealth, Inc. Wilton CA Private Residence",,,Salesforce
11157045,Inactive Investor,Kevin Okimoto,Founder;Founding Partner;Trustee,"Trellis Wealth Advisors, LLC",,,Salesforce
10696337,,Jennifer Wellins,,Invesco,jennifer.wellins@invesco.com,,List Import
34002,,Sarah Jilla,Member,"Gagnon Securities, LLC",sarah@gagnonsec.com,212-554-5029,
11156490,Inactive Investor,Ethan Smart,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",ethan.smart@ml.com,,Salesforce
10909697,Inactive Investor,William Poland,Financial Advisor,"Carolina Financial Advisors, Inc.",bill@carolinafinancialadvisors.com,,Salesforce
10952520,Inactive Investor,Limin Zhou,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,limin.zhou@jpmorgan.com,,Salesforce
11010089,Inactive Investor,Ashley Mikhail,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",ashley.mikhail@nm.com,,Salesforce
11261955,Inactive Investor,Ryan Gardner,Field Consultant,Dimeo Schneider & Associates LLC,rgardner@dimeoschneider.com,(312) 853-1000,Salesforce
10845756,Inactive Investor,Louis Tranquilli,Chief Compliance Officer;Investment Advisor Representative;Member,"Tranquilli Financial Advisor, LLC",lou@tranquillifa.com,,Salesforce
11189791,Inactive Investor,Jeffrey Miller,Financial Advisor;First Vice President,Morgan Stanley Knoxville TN 1111 N Northshore Dr,jeff.miller@morganstanley.com,,Salesforce
168354,,Phillip Popelar,,[Unknown],phillip.popelar@gmail.com,,
11199802,Inactive Investor,Jill Pietrusinski,,"First Command Brokerage Services, Inc. O'Fallon IL 639 N Main St",jspietrusi@firstcommand.com,,Salesforce
9590561,,Philippe DUVIVIER,,,phil@duvivier.biz,,List import
9590839,,Joanne Sweeney,,,jsweeney@tpgrp.com,,List import
10916945,Inactive Investor,Kevin Cox,,State Farm VP Management Corp. Springboro OH 245 N Main St,kevincox@statefarm.com,,Salesforce
11001298,Inactive Investor,Austen Jacks,,"Kestra Investment Services, LLC Orlando FL 2420 Lakemont Ave",austen@kestrafinancial.com,,Salesforce
10978699,Inactive Investor,Brian Suskevich,Director;Senior Wealth Advisor,"Dakota Wealth, LLC Billings MT 2615 Saint Johns Ave",bsuskevich@dakotawm.com,,Salesforce
11026851,Inactive Investor,Nela Erceg Bogavac,,Dynamique Capital Advisors San Diego CA Private Residence,,,Salesforce
10923020,Inactive Investor,Michael Melito,Financial Professional,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",mmelito@financialguide.com,,Salesforce
219202,,John Whittle,,[Unknown],johndeanwhittle@gmail.com,,source
11012022,Inactive Investor,Jacob Aromy,,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",,,Salesforce
244407,,Paul Massie,Head of Intermediary Distribution,Innovative Portfolios,paul.massie@innovativeportfolios.com,13176896441,Manual List Upload
10858000,Inactive Investor,John Farni,Chief Compliance Officer;Executive Vice President;Investment Advisor;Senior Vice President,"Quantitative Asset Management, LLC",john.farni@qamgmt.com,,Salesforce
10940970,Inactive Investor,Joshua Lauer,,"MML Investors Services, LLC Buffalo NY 65 Bryant Woods S",joshualauer@financialguide.com,,Salesforce
10925164,Inactive Investor,Amanda Roberts,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10840013,Inactive Investor,Adrienne Logue,,"Ameriprise Financial Services, LLC Erie PA 652 W 6th St",adrienne.logue@ampf.com,,Salesforce
9569875,,Bert Ward,,,ward.bert@principal.com,,List import
10902268,Inactive Investor,Paul McDonnell,Financial Advisor,LPL Financial LLC Rapid City SD 200 E Main St,paul.mcdonnell@lpl.com,,Salesforce
10965871,Inactive Investor,Edgardo Sanchez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9542758,,Lee Hyeon Jae,,,colbe2000@naver.com,,List import
10757951,Inactive Investor,Cheryl Kitashima,,"Centaurus Financial, Inc. Seattle WA Private Residence",ckitashima@cfiemail.com,,Salesforce
10658241,,Michael Turner,,,mturner@primerica.com,,List Import
345213,,Caryle Brown,Vice President,"Christensen, King & Associates Investment Services",cbrown@ckacpa.com,509-943-1040,Manual List Upload
11030632,Inactive Investor,Moises Macias,,LPL Financial LLC Eastvale CA Private Residence,moises.macias@lpl.com,,Salesforce
201451,,Thomas Mueller,,Focus Financial,tmueller@focusfinancial.com,320-258-3364,
11194509,Inactive Investor,Roosevelt Rawlins,,"Cadaret, Grant & Co., Inc. New York NY 1345 Avenue of the Americas",rrawlins@cadaretgrant.com,,Salesforce
11233413,Inactive Investor,Christopher Anderson,,"Osaic FA, Inc. Anchorage AK 2700 Gambell St",christopher.anderson@lfg.com,,Salesforce
10771370,Inactive Investor,Thomas Bradshaw,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",thomas.j.bradshaw@ampf.com,,Salesforce
9553225,,John Cito,,,jcito@citocapital.com,,List import
10984341,Inactive Investor,Austin Krell,,Vanguard Marketing Corporation,austin_krell@vanguard.com,,Salesforce
10890008,Inactive Investor,Ryan Painter,,"Truist Investment Services, Inc. Luray VA 1402 US Hwy 211 W",ryan.painter@truist.com,,Salesforce
11260898,Inactive Investor,Dorothy Jones,,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
10885758,Inactive Investor,Joshua Wynne,Financial Advisor,Edward Jones North Beach MD 9120 Chesapeake Ave,joshua.wynne@edwardjones.com,,Salesforce
346787,,Amy Smith,Assistant,Nca Financial Planners,asmith@ncafinancial.com,440-473-1115,Manual List Upload
10910164,Inactive Investor,Kathryn Anderson,,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",katie.balmer@nm.com,,Salesforce
201093,,Bellaria Jimenez,"Advisor, President","MML Investors Services, LLC",bjimenez@financialguide.com,732-623-7887,
10993870,Inactive Investor,Marcus Lenhardt,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",marcus.lenhardt@nm.com,,Salesforce
10993160,Inactive Investor,Nickolaus Keith,,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",nickolaus.keith@schwab.com,,Salesforce
10969079,Inactive Investor,Michele Schwartz,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11115149,Inactive Investor,Kerri Machemer,,"Cadaret, Grant & Co., Inc. Buffalo NY 1967 Wehrle Dr",,,Salesforce
11008615,Inactive Investor,Sibi Joseph,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",sibi.joseph@tfaconnect.com,,Salesforce
11086691,Inactive Investor,Bryce Smith,Financial Advisor,Robert W. Baird & Co. Incorporated Gallipolis OH 352 2nd Ave,blsmith@rwbaird.com,,Salesforce
11073686,Inactive Investor,Jay Dewan,Family Wealth Advisor;Financial Advisor;Portfolio Manager;Senior Investment Management Consultant;Senior Portfolio Manager;Senio,Morgan Stanley Little Falls NJ 150 Clove Rd,jay.dewan@morganstanley.com,,Salesforce
10953953,Inactive Investor,Yun Zhong,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
10857644,Inactive Investor,John Van Ravenhorst,Financial Professional,"Voya Financial Advisors, Inc. Eugene OR 975 Oak St",john.vanravenhorst@voyafa.com,,Salesforce
166519,,Daniel Sickles,,[Unknown],info@dansickles.com,,
10784941,Inactive Investor,Thomas Morris,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,thomas.morris@jpmorgan.com,,Salesforce
11110787,Inactive Investor,Nicholas Lobdell,,"Concourse Financial Group Securities, Inc. Honolulu HI 1415 Dillingham Blvd",nicholas.lobdell@concoursefinancial.com,,Salesforce
11012479,Inactive Investor,Grant Simon,District Leader,PFS Investments Inc. Oshkosh WI 375 City Ctr,grant.simon@primerica.com,,Salesforce
10988070,Inactive Investor,Adam Fenster,Financial Advisor,"OneAmerica Securities, Inc. Fort Lauderdale FL 12515 Orange Dr",,,Salesforce
10890055,Inactive Investor,Graham Heck,,LPL Financial LLC Austin TX 12600 Hill Country Blvd,graham.heck@lplfinancial.com,,Salesforce
10945296,Inactive Investor,John Boston,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Tuscaloosa AL 1130 University Blvd,,,Salesforce
10947425,Inactive Investor,Michael Kofman,,"Avantax Investment Services, Inc. Needham Heights MA 175 Highland Ave",,,Salesforce
11120587,Inactive Investor,Paul Gooch,,J.P. Morgan Securities LLC,paul.l.gooch@jpmorgan.com,,Salesforce
11144547,Inactive Investor,Ryan Kiley,,"Spire Securities, LLC",,,Salesforce
10825415,Inactive Investor,Mark Abadir,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",mark.abadir@ampf.com,,Salesforce
10962784,Inactive Investor,Brenda Brigham,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,brenda.brigham@primerica.com,,Salesforce
11152218,Inactive Investor,Marco Rita,,"Raymond James Financial Services, Inc. Somerville NJ 103 W End Ave",marco.rita@raymondjames.com,,Salesforce
10929591,Inactive Investor,Michael Efland,,"Farmers Financial Solutions, LLC Virginia Beach VA 485 S Independence Blvd",mefland@farmersagent.com,,Salesforce
77062,,Bruce Marche,"Financial Advisor, Financial Services Professional","MML Investors Services, LLC",bmarche@massmutual.com,585-399-8332,
10355114,,Glenn stout,,,glennstout@gmail.com,,Web Form Fillout
10862191,Inactive Investor,Jeffrey Notaro,Chief Compliance Officer;Chief Executive Officer,Notaro Wealth Advisory,jnotaro@vectoram.com,,Salesforce
10939182,Inactive Investor,Matthew Cote,,Edward Jones Houston TX 17171 Park Row,,,Salesforce
11044931,Inactive Investor,Clayton Harrison,Director - Recruiting;Regional Director,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",clayton.x.harrison@ampf.com,,Salesforce
1962438,,Manas Chandekar,,,manaschandekae@gimal.com,,
10852407,Inactive Investor,Vivian Bechor,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
10772924,Inactive Investor,Dan Govier,Branch Manager;Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Grand Island NE 612 N Diers Ave",dan.govier@wellsfargoadvisors.com,,Salesforce
10644611,,Shaun McGehee,,,smcgehee@prairiecap.com,,List Import
11007596,Inactive Investor,Daniel Aranda,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,daranda@ft.newyorklife.com,,Salesforce
11216891,,Michael Chinni,,,michael.chinni@nb.com,,Other
9617842,,Jonathan Gibson,,,jgibson@socraticfunds.com,,List import
10863710,Inactive Investor,David Holtkamp,,"Sanctuary Securities, Inc. Chicago IL 209 S La Salle St",dholtkamp@sanctuarywealth.com,,Salesforce
10854383,Inactive Investor,Horace Powell,,NYLIFE Securities LLC Prattville AL 943 E Main St,hpowell@ft.newyorklife.com,,Salesforce
231011,,Zoe -,,Zoe [[Unknown]],gringaloca33@gmail.com,,
10990851,Inactive Investor,Theodore Davis,Partner;Vice President;Wealth Advisor,"Bright Investments, LLC Memphis TN Private Residence",tdavis@brightinvestmentsllc.com,,Salesforce
11135440,Inactive Investor,Shane Prill,,"Raymond James Financial Services, Inc. Wichita KS 12950 E 13th St N",,,Salesforce
11031346,Inactive Investor,Sharmila Prathipati,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3601 Minnesota Dr",sharmila.x.prathipati@ampf.com,,Salesforce
11000858,Inactive Investor,Scott Barrett,,"Allstate Financial Services, LLC Cornelia GA 186 Cornelia Crossing Shopping Ctr",scottbarrett1@allstate.com,,Salesforce
11057108,Inactive Investor,William Dart,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11040759,Inactive Investor,Stephanie Kelly,Financial Planner,"RL2 Advisors, LLC",,,Salesforce
10752956,Inactive Investor,Philip Crow,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",philip.crow@raymondjames.com,,Salesforce
9544831,,Louis Troilo,,,lou.troilo@comcast.net,,List import
11212963,Inactive Investor,David Owens,,PlanMember Securities Corporation Durango CO 1245 12th Street Pl,dowens@planmembersec.com,,Salesforce
10830204,Inactive Investor,Matthew Cowles,,"Kestra Investment Services, LLC West Hartford CT 29 S Main St",matt.cowles@nfp.com,,Salesforce
9554726,,Brooke Test Stoddard Test,,,brooke@grayscale.com,,List import
10994787,Inactive Investor,Nathan Nichols,,"Advisory Alpha, LLC Farmingdale ME 633 Maine Ave",,,Salesforce
9553694,,John BREWTON,,,jb4u@att.net,,List import
10790395,Inactive Investor,Joan Vickery,Associate,Morgan Stanley Portland ME 100 Middle St,joan.vickery@morganstanley.com,,Salesforce
10794121,Inactive Investor,Erin Retter,Financial Advisor,"Raymond James Financial Services, Inc. Greenville OH 404 Wagner Ave",erin.arbogast@edwardjones.com,,Salesforce
10814683,Inactive Investor,Harriet Heyda,Private Wealth Advisor,"Ameriprise Financial Services, LLC Steilacoom WA Private Residence",harriet.e.heyda@ampf.com,,Salesforce
9614499,,Ryan Adams,,,ryanseanadams@gmail.com,,List import
10966695,Inactive Investor,Gary Friedman,Financial Advisor,Summit Capital Inc.,gary@summit-capital.com,,Salesforce
10604611,,Eddy Chao,Managing Director,Asia Pacific Capital Company,eddy@apccusa.com,6265891838,List Import
334344,,Matthew Cook,,Mercer Global Advisors Inc.,mcook@merceradvisors.com,,
11055018,Inactive Investor,Christine Costas-Morrissey,Financial Planning Specialist;Portfolio Associate,Morgan Stanley Colchester VT 105 W View Rd,christine.costas-morrissey@morganstanley.com,,Salesforce
10617745,,Andrew Martin,,,andrew.j.martin@wellsfargoadvisors.com,,List Import
10613650,,Anthony Ferraro,Financial Advisor,,tony.ferraro@wellsfargoadvisors.com,,List Import
10695989,,Wellington Choi,,Capital Group | American Funds,wac@capgroup.com,,List Import
334570,,Elizabeth Xilas,Senior Vice President,"Rappaport Reiches Capital Management,",lxilas@rrcapital.com,847-832-0030,Manual List Upload
9611222,,Chutinan Chanthamitr,,,benzporsor@gmail.com,,List import
11141152,Inactive Investor,Peter Scholtz,Chief Compliance Officer;President,"Scholtz & Company, LLC",pscholtz@scholtzandco.com,,Salesforce
10942945,Inactive Investor,Tao Long,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11111645,Inactive Investor,Jeremy Jivan,,"Farmers Financial Solutions, LLC Barberton OH 29 31st St NW",jjivan@farmersagent.com,,Salesforce
10992434,Inactive Investor,Marlen Hernandez,,PFS Investments Inc. Glen Ellyn IL 799 Roosevelt Rd,marlen.hernandez@primerica.com,,Salesforce
9546654,,Eddie Lorenzo,,,eml@lawyerman.net,,List import
10895906,Inactive Investor,Irma Smajlovic,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11148689,Inactive Investor,William James,First Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",william.b.james@ml.com,,Salesforce
10966034,Inactive Investor,Jason Kopp,Investment Advisor Representative,"CRG Wealth, LLC",,,Salesforce
10795705,Inactive Investor,Laurie Heinly,Financial Planning Specialist;Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,laurie.heinly@morganstanley.com,,Salesforce
10796405,Inactive Investor,James Knight,Chief Compliance Officer;CROP;Partner;SROP,"BHK Securities, LLC",bailey.knight@bhkllc.com,,Salesforce
10942545,Inactive Investor,Kyle Hall,,"Osaic Wealth, Inc. Franklin MI 30150 Telegraph Rd",,,Salesforce
10920120,Inactive Investor,Brian Gawthrop,Chief Compliance Officer;Founder;Managing Member;Principal Advisor,Five Cedars,brian@5cedars.com,,Salesforce
9562899,,Adam Robinson,,,agrobinson@ft.newyorklife.com,,List import
9603686,,Ejiroghene Erhariefe,,,fran6ixx@gmail.com,,List import
10853510,Inactive Investor,Jason Niemann,Wealth Advisor,Droms Strauss Wealth Management,jason@droms-strauss.com,,Salesforce
11183506,Inactive Investor,Lester Hockenbery,Financial Advisor,Jacksonville Wealth Management,tom@jaxwealth.com,,Salesforce
10851595,Inactive Investor,Jeffrey Smith,,"Raymond James Financial Services, Inc. Salt Lake City UT 1371 E 2100 S",jeffrey.g.smith@raymondjames.com,,Salesforce
9602985,,David Janis,,,djanis@personalcapital.com,,List import
10933471,Inactive Investor,Merle Tanabe,,Ages Financial Services Ltd. Pearl City HI 98-1256 Kaahumanu St,,,Salesforce
4883102,,Lisa Whitehead,,,richard.hudson2022@outlook.com,7755730293,Web Form Fillout
11014225,Inactive Investor,Jamie Wyatt,,MWA Financial Services Inc. Nolensville TN Private Residence,jamie.wyatt@mwarep.org,,Salesforce
10644686,,Michael Hutchison,,,mh@brai.com,,List Import
10931394,Inactive Investor,Denise Mote,,State Farm VP Management Corp. Aurora IL 1965 W Downer Pl,denise.mote.puzj@statefarm.com,,Salesforce
11229171,Inactive Investor,Kevin Corcoran,,Janney Montgomery Scott LLC Boston MA 201 Washington St,,,Salesforce
123917,,David Grimaldi,,Integrated Wealth Concepts Llc,david.grimaldi@lpl.com,860-734-0409,
9635098,,Elliott Machin,,,elliott@kelman-lazarov.com,,List import
9609253,,John TRUDGIAN,,,john@trudgian.com.au,,List import
11203504,Inactive Investor,Heidi Condrey,,Stonex Securities Inc. Dothan AL 1479 W Main St,heidi.condrey@saswealth.com,,Salesforce
9595733,,Scott Chimner,,,scottchimner@gmail.com,,List import
11004108,Inactive Investor,Joshua Rohde,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",josh.rohde@nm.com,,Salesforce
11034046,Inactive Investor,Kayla Alvarez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11015984,Inactive Investor,Jada Burkett,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,jburkett@primerica.com,,Salesforce
9648271,,Grant fisher,,,grantfish@gmail.com,,List import
10890448,Inactive Investor,Jeffrey Campito,Vice President,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,jcampito@rockco.com,,Salesforce
11185464,Inactive Investor,Michael Keller,Branch Manager,"Wells Fargo Clearing Services, LLC",,,Salesforce
11222166,,Andrew Hockey,,,ahockey@thornburg.com,,List Import
53704,,John Mannen,"Investment Advisor Representative, Partner","Securities America Advisors, Inc.",john.mannen@securitiesamerica.com,440-683-9205,
10916565,Inactive Investor,Brandon Saliba,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",,,Salesforce
11172985,Inactive Investor,Thomas McBride,,Cetera Advisor Networks LLC Lansdale PA 2000 Spring Valley Rd,tom.mcbride@ceterawealth.com,,Salesforce
11017705,Inactive Investor,Clinton Livingston,,Commonwealth Financial Network Overland Park KS 7101 College Blvd,clivingston@commonwealth.com,,Salesforce
10766736,Inactive Investor,Thomas Holder,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",thomas.m.holder@ml.com,,Salesforce
11200084,Inactive Investor,Jeffrey Burr,Founder;Investment Advisor,Capstone Capital Wealth Advisors,,,Salesforce
10946641,Inactive Investor,James Peters,,"BFC Planning, Inc. North Mankato MN 1445 Lookout Dr",,,Salesforce
11057696,Inactive Investor,Ciara Casillas,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ciara_casillas@vanguard.com,,Salesforce
10876399,Inactive Investor,Catherine Barr,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,cpawela@rwbaird.com,,Salesforce
220728,,Callum Blundell,,[Unknown],calblundell@hotmail.co.uk,,
9597209,,David Seery,,,dseery@forumfin.com,,List import
10960598,Inactive Investor,Michelle Walck,,LPL Financial LLC Buffalo NY 375 Essjay Rd,,,Salesforce
10938165,Inactive Investor,Nicole Riley,Financial Advisor,Edward Jones Oshkosh WI 1120 N Westhaven Dr,nicole.riley@edwardjones.com,,Salesforce
10821450,Inactive Investor,Christopher Misterovich,Financial Consultant,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
10879824,Inactive Investor,Philip Schwab,Advisor,"Moneta Group Investment Advisors, LLC",pschwab@monetagroup.com,,Salesforce
11207251,Inactive Investor,Diana Figueroa,,J.P. Morgan Securities LLC Sarasota FL 3511 Clark Rd,diana.figueroa@chase.com,,Salesforce
10972570,Inactive Investor,Sean Black,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",sean.black@nm.com,,Salesforce
70736,,Clarice Schmidt,Associate,Thrivent Investment Management Inc.,clarice.schmidt@thrivent.com,210-735-1130,
10816213,Inactive Investor,Barrett Brooks,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,barrett.brooks@fidelity.com,,Salesforce
9629979,,Andrii Kovalchuk,,,andri.kovalchuk90@gmail.com,,List import
10948571,Inactive Investor,Jodi Johnston,,"Raymond James Financial Services, Inc. Tampa FL 13670 W Hillsborough Ave",,,Salesforce
10975584,Inactive Investor,Patricia Woodward,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9589698,,Jane Halsey,,,jhalsey@roundtableforum.com,,List import
10917302,Inactive Investor,Andrew Mancuso,Wealth Advisor,The AmeriFlex Group Torrance CA 3858 W Carson St,,,Salesforce
11217453,,Renee Weston,,,renee.weston@jpmorgan.com,,Other
9647425,,Aleksandr Aleksandr,,,alex050783@inbox.ru,,List import
10978277,Inactive Investor,Scott Olson,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",olson.scott@principal.com,,Salesforce
9637276,,Yoojin Song,,,oscarsong21@gmail.com,,List import
11016375,Inactive Investor,Matthew Rosen,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3945 E Paradise Falls Dr",matthew.rosen@wfafinet.com,,Salesforce
9639263,,Paul Lemphers,,,paull@fmo.com.au,,List import
9558513,,Rob Centineo,,,robbiehood21@gmail.com,,List import
11037131,Inactive Investor,Jiamin Huang,,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,jiamin.huang@jpmorgan.com,,Salesforce
5241758,,Lois Woods,,,miloso7310@teknowa.com,,Web Form Fillout
10995334,Inactive Investor,Thomas Carver,,Morgan Stanley,,,Salesforce
10916127,Inactive Investor,Ryan Miller,Analyst;Financial Advisor,LPL Financial LLC Rockville MD 2600 Tower Oaks Blvd,ryan.r.miller@lpl.com,,Salesforce
11014604,Inactive Investor,Robert Haymond,Financial Advisor,LPL Financial LLC Brownsburg IN 900 E 56th St,bob.haymond@lpl.com,,Salesforce
10936370,Inactive Investor,Michael Ivey,Financial Advisor,LPL Financial LLC Lubbock TX 6402 98th St,michael.ivey@lpl.com,,Salesforce
10784325,Inactive Investor,Kelly O'Toole,Financial Advisor,"Wells Fargo Clearing Services, LLC Napa CA 901 Main St",kelly.otoole@wellsfargoadvisors.com,,Salesforce
10928268,Inactive Investor,Christopher Burchall,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10848643,Inactive Investor,Ted Biskind,,Stonex Securities Inc. Cleveland OH 1621 Euclid Ave,ted.biskind@saswealth.com,,Salesforce
10952462,Inactive Investor,Alexis Daswick,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alexis_daswick@vanguard.com,,Salesforce
10943013,Inactive Investor,Marisa Deluca-Ray,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10879916,Inactive Investor,Jonathan Bordeman,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,jonathan.bordeman@fmr.com,,Salesforce
332776,,Patrick South,,SRS Capital,psouth@srscapital.com,,
190546,,George Venianakis Venianakis,,[Unknown],georgiosvenianakis@yahoo.com,,
9913335,,JOSE LUIS AGUILAR,,,aguilar701226@gmail.com,,Web form fillout
10596413,,Leah Williams,,,leah@savvyfinancialllc.com,,Web Form Fillout
10831527,Inactive Investor,Irwin Silverberg,Managing Member,Silverberg Bernstein Capital Management,,,Salesforce
11183394,Inactive Investor,Erik Mattern,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",erik.mattern@wellsfargoadvisors.com,,Salesforce
10824538,Inactive Investor,Austin Poston,Financial Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,,,Salesforce
10840601,Inactive Investor,Jeremiah Haun,Financial Advisor,Edward Jones Tomah WI 1115 N Superior Ave,jeremy.haun@edwardjones.com,,Salesforce
11036359,Inactive Investor,Jason Quillin,,"FBL Marketing Services, LLC North Liberty IA 2 Hawkeye Dr",jason.quillin@fbfs.com,,Salesforce
10817048,Inactive Investor,Edward Simmons,Financial Advisor;Investment Advisor Representative,"Voya Financial Advisors, Inc. Leawood KS 5251 W 116th Pl",ted.simmons@voyafa.com,,Salesforce
11111524,Inactive Investor,Erik Constantino,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",erik.constantino@nm.com,,Salesforce
10838606,Inactive Investor,Hans Smith,,LPL Financial LLC Saint Charles MO 19 Research Park Ct,,,Salesforce
10829100,Inactive Investor,Karol Evans,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",karol_evans@ml.com,,Salesforce
11186843,Inactive Investor,Louis Croce,Director - Alternative Investments;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Garden City NY 1200 Franklin Ave,louis.croce@morganstanley.com,,Salesforce
11104983,Inactive Investor,Brooke Reilly,Financial Advisor,Morgan Stanley Ithaca NY 130 E Seneca St,brooke.reilly@morganstanley.com,,Salesforce
10976305,Inactive Investor,Melissa Gordon,,NYLIFE Securities LLC Savannah GA 9 Park of Commerce Blvd,,,Salesforce
11102816,Inactive Investor,Kathleen Doucet,Investment Advisor Representative,"Equity Services, Inc. Media PA 1400 N Providence Rd",kdoucet@nationallife.com,,Salesforce
11123205,Inactive Investor,Phillip Levy,,J.P. Morgan Securities LLC San Bernardino CA 959 Kendall Dr,phillip.levy@jpmorgan.com,,Salesforce
10865075,Inactive Investor,John Elliott,Financial Professional,LPL Financial LLC Brandon FL 3419 Brook Crossing Dr,john.w.elliott@lpl.com,,Salesforce
9584327,,Quentin Reynolds,,,qreynolds@thedaviscompanies.com,,List import
10758091,Inactive Investor,Daniel Gabler,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,daniel.gabler@morganstanley.com,,Salesforce
11036427,Inactive Investor,Roland Shoff,,"Allstate Financial Services, LLC Melbourne FL 2350 Minton Rd",rolandshoff@allstate.com,,Salesforce
11230408,Inactive Investor,Matthew Robinson,,"Charles Schwab & Co., Inc. Dallas TX 8401 N Central Expy",,,Salesforce
9570541,,Stephen Brozak,,,sbrozak@wbbsec.com,,List import
11040348,Inactive Investor,Chris Poppa,Preferred Relationship Manager,"Fifth Third Securities, Inc. Middletown OH 915 Elliott Dr",chris.poppa@53.com,,Salesforce
9568336,,Boris Sevri,,,bsivri@gmail.com,,List import
10916447,Inactive Investor,Brian Dorflinger,,LPL Financial LLC Voorhees NJ 2301 E Evesham Rd,brian.dorflinger@lpl.com,,Salesforce
10614292,,Billy Uzzell,Financial Advisor,,buzzell@andrewgarrett.com,,List Import
9548932,,Stephen Uhalley,,,suhalleyiv@gmail.com,,List import
7044330,,Dmitriy Kurmey,,,dmitkurmey@gmail.com,,Web form fillout
346877,,David Haythe,Client Executive,Bellecapital International,david.haythe@bellecapital.com,414-426-81170,Manual List Upload
10899373,Inactive Investor,Patrick Dougherty,Financial Advisor,"Osaic Institutions, Inc. Braintree MA 1010 Washington St",pdougherty@infinexgroup.com,,Salesforce
11128246,Inactive Investor,Brandon Smart,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11155338,Inactive Investor,Harold Dilema,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,harold.dilema@jpmorgan.com,,Salesforce
11122238,Inactive Investor,Kay Smith,Advisor,LPL Financial LLC Palm Coast FL 1 Florida Park Dr S,kay.smith@lpl.com,,Salesforce
10829289,Inactive Investor,Nathan Boenish,Relationship Manager,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,nathan.boenish@morganstanley.com,,Salesforce
10679871,,Adrian Sakala,,,adrian.sakala@safaricross.com,,Web Form Fillout
9556997,,Roland King,,,kingr1@hdvest.net,,List import
9553649,,Philip Blum,,,pblum@massmutual.com,,List import
10820794,Inactive Investor,Ann Minnium,Founder;Principal,"Concierge Financial Planning, LLC",ann@conciergefp.com,,Salesforce
108400,,Jenny Gomoll,,retired,gomoll7@sc.rr.com,8432220665,
10785107,Inactive Investor,Gary Tagtmeier,Founder;President,Financial Awareness Institute Woodridge IL 7501 Lemont Rd,,,Salesforce
11137793,Inactive Investor,Andrew De Jesus,,J.P. Morgan Securities LLC New York NY 71 W 23rd St,andrew.de-jesus@jpmorgan.com,,Salesforce
10830397,Inactive Investor,Arthur Villalba,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",arthur.villalba@ml.com,,Salesforce
9600572,,Larry Lavorini,,,larry.r.lavorini@ampf.com,,List import
11127680,Inactive Investor,Olga Tsepalova,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,olga.tsepalova@fidelity.com,,Salesforce
371566,,h?ng lê,,háº±ng lÃª,giale10101995@gmail.com,,Salesforce
11049817,Inactive Investor,Jack Mcnally,Chief Compliance Officer;Chief Investment Officer;President;Senior Vice President;Vice President,Alpha Analytics Investment Group LLC,jmcnally@alphaanalytics.com,,Salesforce
10945132,Inactive Investor,James Simmons,,Edward Jones Mount Prospect IL 200 W Northwest Hwy,brandon.simmons@edwardjones.com,,Salesforce
11022270,Inactive Investor,Kimberly McElfresh,,"U.S. Bancorp Investments, Inc. Wheatland MO 17946 Hwy B",kimberly.mcelfresh@usbank.com,,Salesforce
11219252,,Ryan Roy,,,royr@meetgirard.com,,Other
69384,,Victoria Woods,"President, Chief Compliance Officer",Chappelwood Financial Services,victoria@chappelwood.com,405-348-0909,Manual List Upload
9570960,,Chase Mazzariello,,,cmazzariello@induscap.com,,List import
9647078,,Ylann Guez,,,ylannguez@gmail.com,,List import
10855820,Inactive Investor,William Carson,Financial Advisor,"Osaic Wealth, Inc. Roseville CA 1032 Danielle Dr",,,Salesforce
65285,,Jon Skov,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,jon.skov@thrivent.com,,
9586637,,Michael Castillo,,,castillo_mike@nlvmail.com,,List import
11037469,Inactive Investor,Diane Harper,Investment Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,diane.harper@ubs.com,,Salesforce
11182796,Inactive Investor,John Nimock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,john.nimock@ubs.com,,Salesforce
160693,,Florian Levillain,,[Unknown],levillainflorian16@gmail.com,,Paid Social
11066909,Inactive Investor,Charles Peterson,Financial Advisor,LPL Financial LLC Durango CO 1245 12th Street Pl,c.peterson@lpl.com,,Salesforce
11102654,Inactive Investor,Jay Zornes,,"Cambridge Investment Research, Inc. Ironton OH 807 S 3rd St",,,Salesforce
11208804,Inactive Investor,Joshua Wright,Associate Director,Global View Capital Management LLC Pleasant Grove UT 233 S Pleasant Grove Blvd,jwright@gvcaponline.com,,Salesforce
10877558,Inactive Investor,Jennifer Ringstaff,Chief Compliance Officer;Manager;Partner,"Riverstone Asset Management, LLC",jennifer@rsamllc.com,,Salesforce
11136916,Inactive Investor,Frank Burrola,,Cetera Advisor Networks LLC Arroyo Grande CA 290 Station Way,,,Salesforce
221068,,Vickneswaran Eliathamby,,[Unknown],vicknes_83@yahoo.com,,Direct
9599046,,alexis partaix,,,alexispartaix@gmail.com,,List import
11140506,Inactive Investor,Robert Bartenstein,Financial Advisor,Edward Jones Saint Louis MO 9707 Clayton Rd,bob.bartenstein@edwardjones.com,,Salesforce
9591457,,Matt Tuminello,,,mtuminello@warlander.com,,List import
10854125,Inactive Investor,Ryan Homer,,Fidelity Brokerage Services LLC,ryan.homer@fidelity.com,,Salesforce
333649,,Judy Friedberg,Executive Assistant,Goode Partners Llc,jfriedberg@goodepartners.com,646-722-9406,Manual List Upload
9637037,,Trevor Looney,,,tlooney@umpquainvestments.com,,List import
10798203,Inactive Investor,Robert Kramer,,Sigma Financial Corporation Ottumwa IA 2116 N Court St,,,Salesforce
11105641,Inactive Investor,Gavin Lambright,,"Empower Financial Services, Inc Colorado Springs CO Private Residence",gavin.lambright@empower.com,,Salesforce
11043543,Inactive Investor,Laercio Silva,,Avenue Securities LLC,laercio.silva@avenue.us,,Salesforce
11164396,Inactive Investor,Juan Loaiza,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10985327,Inactive Investor,Arnold Cassuto,Executive Director,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,arnold.cassuto@jpmorgan.com,,Salesforce
11040255,Inactive Investor,Christian Mcnett,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",christian.mcnett@ml.com,,Salesforce
10986349,Inactive Investor,Ethan Berman,,Jefferies LLC,eberman@jefferies.com,,Salesforce
10936403,Inactive Investor,Corrie Bingham,,"Farmers Financial Solutions, LLC Logan UT 345 N 100 E",,,Salesforce
11221896,,Conrad Kerber,,,ckerber@wealthenhancement.com,,List Import
9557132,,Pose Milo,,,milopose770@gmail.com,,List import
11092127,Inactive Investor,Paul Ciccarelli,Financial Advisor;Vice President,Ciccarelli Advisory Services Inc Naples FL 3066 Tamiami Trl N,,,Salesforce
11087041,Inactive Investor,Alvaro Torres,,Stonex Securities Inc. Miami FL 333 SE 2nd Ave,alvaro.torres@saswealth.com,,Salesforce
11129865,Inactive Investor,Pamela Natvig,Private Client Banker,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,pamela.l.frederick@chase.com,,Salesforce
10981868,Inactive Investor,Mary Ghobry,,"First Citizens Investor Services, Inc. Pasadena CA 75 N Fair Oaks Ave",mary.ghobry@firstcitizens.com,,Salesforce
10657790,,Michael Fisher,,,mfisher@ft.newyorklife.com,,List Import
10970928,Inactive Investor,Keaton Pham,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
10856261,Inactive Investor,James Reale,President,"Reale Managed Assets, Inc.",,,Salesforce
9567788,,jayway rao,,,0731rao@gmail.com,,List import
10989917,Inactive Investor,Carl Johnson,,"Allstate Financial Services, LLC Cerritos CA 12607 Hiddencreek Way",carljohnson@allstate.com,,Salesforce
11043076,Inactive Investor,Charles Marques,Senior Financial Advisor,LPL Financial LLC Weston FL Private Residence,charles.marques@lpl.com,,Salesforce
10780256,Inactive Investor,Frank Yanez,Portfolio Associate,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,frank.yanez@morganstanley.com,,Salesforce
9570763,,Gilbert Li,,,gli@altafundamental.com,,List import
10771282,Inactive Investor,Michael Messina,Financial Advisor,Edward Jones Alliance OH 1370 S Sawburg Ave,mike.j.messina@edwardjones.com,,Salesforce
9622084,,Sherrie Lu,,,apirl30@gmail.com,,List import
10806048,Inactive Investor,John Leavitt,Financial Consultant,Thrivent Investment Management Inc. West Palm Beach FL 1645 Palm Beach Lakes Blvd,john.leavitt@thrivent.com,,Salesforce
10828249,Inactive Investor,George Urist,Financial Advisor,LPL Financial LLC East Syracuse NY 5730 Commons Park,,,Salesforce
10612543,,Matthew Chamberlin,Financial Advisor,,matthew.chamberlin@ampf.com,,List Import
11046701,Inactive Investor,Margaret Kenney,,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,margaret.kenney@ubs.com,,Salesforce
349599,,Robert Newbold,Managing Principal,"Graham Partners, Inc.",rnewbold@grahampartners.net,610-408-0500,Manual List Upload
9619294,,Gregory Shoemaker,,,gregory.shoemaker@lpl.com,,List import
10776266,Inactive Investor,Brandon Cory,Financial Advisor,"Wells Fargo Clearing Services, LLC Champaign IL 2237 S Neil St",brandon.cory@wellsfargoadvisors.com,,Salesforce
11136091,Inactive Investor,Jennifer Lewis-Gravelle,Financial Advisor,Edward Jones Lake Wales FL 20 S Scenic Hwy,jennifer.lewis-gravelle@edwardjones.com,,Salesforce
11170099,Inactive Investor,John Castagna,,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,john.castagna@primerica.com,,Salesforce
209852,,Ty Peebles,,[Unknown],ty.peebles@westendadvisors.com,,
8481119,,Naishee Patel,,Vishria Bird Financial Group,naishee@vbfinancialgroup.com,,List Import
9466704,,Jonathan Rosenberg,,Jonathan Rosenberg,yitzro@gmail.com,,Organic Search
10781381,Inactive Investor,Chad Lewis,Vice President,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,clewis@rwbaird.com,,Salesforce
11220168,,Christina Ferguson,,,cferguson@ayco.com,,Other
11201389,Inactive Investor,Gary Reiland,,Cetera Advisor Networks LLC Rochester MN 130 23rd Ave SW,reilandg@ceteranetworks.com,,Salesforce
9597137,,Chad Parker,,,chad@parkeradvisor.com,,List import
240761,,Baiocchi Paul,,[Unknown],paul.baiocchi@sscinc.com,,Event
11135084,Inactive Investor,Gena Moxey,Financial Advisor,"Ameriprise Financial Services, LLC Wasilla AK 2801 E Palmer Wasilla Hwy",gena.moxey@ampf.com,,Salesforce
10836037,Inactive Investor,Edward Lipski,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",edward.lipski@wellsfargoadvisors.com,,Salesforce
9584309,,Mark Diamond,Senior Vice President,Beacon Financial Group,mdiamond@beaconfg.com,,List import
211394,,Pierre Not Provided,Principal,PRC LLC,prahal@comcast.net,,Manual List Upload
11146820,Inactive Investor,Keeara Thompson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Humble TX 9460 Fm 1960 Bypass Rd W",keeara.thompson@ml.com,,Salesforce
10925923,Inactive Investor,Jeffrey Olivero,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11203102,Inactive Investor,Richard Ochenkowski,Principal;Vice President,DHJJ Financial Advisors,,,Salesforce
9639525,,Maureen Scaduto,,,mscaduto@cirsplans.org,,List import
11111130,Inactive Investor,Daniel Kambeitz,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Scottsdale AZ 16430 N Scottsdale Rd",dkambeitz@cressetcapital.com,,Salesforce
205631,,RICARDO CERON,,[Unknown],rickcc6@gmail.com,,Organic Search
10917324,Inactive Investor,Erica Dunn,Financial Advisor,LPL Financial LLC Westerville OH 162 Wetherby Ln,erica.dunn@lpl.com,,Salesforce
10807056,Inactive Investor,Stanton Ingram,,"Raymond James Financial Services, Inc. Birmingham AL 2 20th St N",stanton.ingram@raymondjames.com,,Salesforce
10944308,Inactive Investor,Matthew Smith,Retirement Counselor;Team Lead,"Voya Financial Advisors, Inc. San Francisco CA 1145 Market St",matthew.smith@voya.com,,Salesforce
11104194,Inactive Investor,Kiley Byrne,Client Service Specialist,"Ameriprise Financial Services, LLC Fort Mitchell KY 740 Centre View Blvd",kiley.byrne@ampf.com,,Salesforce
10966194,Inactive Investor,Thomas Mandat,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",thomas.mandat@ml.com,,Salesforce
10902034,Inactive Investor,Kevin Kong,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,kkong@ft.newyorklife.com,,Salesforce
11090329,Inactive Investor,Chadwick Watson,,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",chadwick.watson@lfg.com,,Salesforce
9625641,,Etienne Visser,,,douwvisser05@gmail.com,,List import
11109285,Inactive Investor,Tyler Rizzo,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,tyler.rizzo@fmr.com,,Salesforce
10985348,Inactive Investor,Nicholas White,,PFS Investments Inc. Birmingham AL 3605 Lorna Ridge Dr,,,Salesforce
351341,,Carrie Calhoun,"Vice President, Business Development, Investor Relations","Centeroak Adviser, L.p.",ccalhoun@centeroakpartners.com,214-301-4201,Manual List Upload
10764155,Inactive Investor,Richard Dimaggio,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",rdimaggio@hallidayfinancial.com,,Salesforce
10753177,Inactive Investor,Rachael Holm,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 445 Hutchinson Ave",rachael.c.bergman@ampf.com,,Salesforce
245313,,Kyle Fleming,"Senior Manager, Product Management",SS&C Advent,kfleming@sscinc.com,19049282664,Manual List Upload
11009291,Inactive Investor,Nicole Hasbrouck,,TradeWeb L.L.C,nicole.hasbrouck@tradeweb.com,,Salesforce
11144893,Inactive Investor,Robb Hageman,Financial Advisor,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",robbhageman@financialguide.com,,Salesforce
81232,,Rudy Thomas,President,"Fairway Asset Management, Llc",rthomas@fairwayasset.com,402-932-4630,Manual List Upload
10997443,Inactive Investor,Joel Spolin,,"McDermott Investment Services, LLC",jspolin@mcdermottadvisors.com,,Salesforce
10865185,Inactive Investor,Steven Lee,,"Transamerica Financial Advisors, Inc Sacramento CA 1851 Heritage Ln",steven.lee@tfaconnect.com,,Salesforce
10882245,Inactive Investor,Michael Hood,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",michael.hood@wfadvisors.com,,Salesforce
11034180,Inactive Investor,Robert Handfuss,,"Bankers Life Securities, Inc. Toms River NJ 1433 Hooper Ave",robert.handfuss@bankerslife.com,,Salesforce
9556802,,Pete Bouros,,,pbouros@massmutual.com,,List import
10893471,Inactive Investor,Melissa Poppell,,LPL Financial LLC Spring TX 9 Postvine Ct,melissa.poppell@lpl.com,,Salesforce
11085066,Inactive Investor,Adam Bell,Financial Advisor;Vice President,Morgan Stanley New York NY 1 Penn Plz,adam.bell@morganstanley.com,,Salesforce
231749,,John -,,Morgan Stanley,john.jackson@morganstanley.com,,
10814352,Inactive Investor,Ronald Yolles,Financial Advisor;Partner;Shareholder,"Diversified Portfolios, Inc.",ryolles@diversifiedportfolios.net,,Salesforce
10864585,Inactive Investor,John Quigley,,"Financial Dimensions Group, Inc. Osseo MN 11300 86th Ave N",,,Salesforce
9622036,,Peter Demiduk,,,demidukcpa@me.com,,List import
10922265,Inactive Investor,Daniel Klippel,Financial Advisor,LPL Financial LLC Newton NJ 161 Newton Sparta Rd,danny.klippel@lpl.com,,Salesforce
9575553,,Nicholas Jahn,,,njahn@sageviewadvisory.com,,List import
11077517,Inactive Investor,David McDonough,Financial Advisor,Edward Jones Leonardtown MD 41680 Miss Bessie Dr,d.mcdonough@edwardjones.com,,Salesforce
11054500,Inactive Investor,Ryan Fellows,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11080937,Inactive Investor,Kevin Munson,,"Allstate Financial Services, LLC Sacramento CA 2151 Fulton Ave",kevinmunson1@allstate.com,,Salesforce
10836433,Inactive Investor,Phillip Carapella,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
229040,, -,,[[Unknown]],mj0635303850@gmail.com,,
11254899,Inactive Investor,Kathryn Kavehrad,Lead Advisor,Root Financial Partners Knoxville TN Private Residence,,,Salesforce
11172218,Inactive Investor,James Pearson,Chief Compliance Officer;Managing Principal,Financial Strategies Wealth Management LLC,,,Salesforce
189332,,Danny Rosado,,[Unknown],danny.a.rosado@gmail.com,,source
10999869,Inactive Investor,Dawn Moon,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11170115,Inactive Investor,Ricardo Tapia,,"Wells Fargo Clearing Services, LLC Daytona Beach FL 441 Seabreeze Blvd",ricardo.tapia@wellsfargo.com,,Salesforce
11183950,Inactive Investor,Karen Rodriguez,Corporate Secretary,New Southern Advisory Services,,,Salesforce
11130520,Inactive Investor,Timothy Pearson,,"Parkland Securities, LLC Ogden UT 1513 Oakcrest Dr",tpearson@parklandrep.com,,Salesforce
11113382,Inactive Investor,Colin Malone,,"Prudential Annuities Distributors, Inc",colin.malone@prudential.com,,Salesforce
10881727,Inactive Investor,Robert Bryant,Chief Compliance Officer;Managing Member;Partner,Boatman and Bryant Capital Solutions PLLC,,,Salesforce
11187447,Inactive Investor,Courtney Williams,,"Steward Partners Investment Solutions, LLC Charlotte NC 6525 Carnegie Blvd",,,Salesforce
9612064,,Tyler Hankins,,,t.surfus@gmail.com,,List import
11140510,Inactive Investor,Davie Greger,Supervising Principal,Lincoln Investment,dgreger@lincolninvestment.com,,Salesforce
11158966,Inactive Investor,John Smith,,LPL Financial LLC Boise ID Private Residence,john.smith@lpl.com,,Salesforce
11088440,Inactive Investor,Peter Lewis,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 683 Bielenberg Dr",peter.d.lewis@ampf.com,,Salesforce
11059024,Inactive Investor,James Patino-Roman,,NYLIFE Securities LLC New York NY 420 Lexington Ave,jamespatinoroman@ft.newyorklife.com,,Salesforce
11193440,Inactive Investor,Charles Ibach,Branch Manager;Investment Management Consultant;Vice President - Investments,"Raymond James & Associates, Inc. Charlotte NC 5935 Carnegie Blvd",chip.ibach@raymondjames.com,,Salesforce
10954323,Inactive Investor,Thomas Kunkle,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",tomkunkle@financialguide.com,,Salesforce
11185916,Inactive Investor,William Pike,Financial Advisor,"Wells Fargo Clearing Services, LLC New Bern NC 3100 Dr. Martin Luther King Jr Blvd",clifton.pike@wellsfargo.com,,Salesforce
11100172,Inactive Investor,Edward Brown,Managing Director;Senior Portfolio Manager,UBS Financial Services Inc. Canonsburg PA 4000 Town Center Way,edward.brown@ubs.com,,Salesforce
10975726,Inactive Investor,Garret Peterson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,garret.peterson@jpmorgan.com,,Salesforce
10943545,Inactive Investor,Yanni Saderi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",yanni.saderi@ml.com,,Salesforce
10859454,Inactive Investor,Dawn Hecker,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,dawn.hecker@edwardjones.com,,Salesforce
10892266,Inactive Investor,Eytan Shamash,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,eytan.shamash@jpmorgan.com,,Salesforce
9586740,,Jeffrey Wardlow,,,jwardlow@deroydevereaux.com,,List Import
9634956,,Kyle Jones,,,jonesk@pfm.com,,List import
9564929,,Amir Bayat,,,a.kohzadbayat@gmail.com,,List import
11181579,Inactive Investor,Jacob Baker,,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
11127186,Inactive Investor,Celena Pawling,Senior Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10848793,Inactive Investor,Benjamin Williams,,L.M. Kohn & Company Louisville KY 521 Barret Ave,,,Salesforce
10646800,,William Fender,,,bfender@innovestinc.com,,List Import
11022400,Inactive Investor,Cord Neal,,NYLIFE Securities LLC Fairfield CA 3201 Gleneagles Ct,chneal@ft.newyorklife.com,,Salesforce
9571366,,Richard Saperstein,,,rsaperstein@hightoweradvisors.com,,List import
10617352,,Krzysztof Piekarski,,,krzysztof.x.piekarski@ampf.com,,List Import
8480782,,julia finnicum,,4610012014,julia.finnicum@lpl.com,(406) 671-7555,List Import
11163456,Inactive Investor,Lisa Dollerschell Conwell,,LPL Financial LLC Middleton WI 2711 Allen Blvd,lisa.dollerschell-conwell@lpl.com,,Salesforce
10885214,Inactive Investor,Ingrid Kessener,Financial Advisor,Edward Jones Chesterfield VA 9401 Courthouse Rd,ingrid.williams@edwardjones.com,,Salesforce
11193586,Inactive Investor,Nikita Agarwal,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
9604018,,ROBERT CATALANELLO,,,rob.catalanello@b2c2.com,,List import
10854874,Inactive Investor,Ann Decaprio,,LPL Financial LLC Newton Lower Falls MA 2227 Washington St,,,Salesforce
11074872,Inactive Investor,Waiyee Wong,Wealth Advisor,"Buckingham Strategic Wealth, LLC Portland OR 1211 SW 5th Ave",cwong@buckinghamgroup.com,,Salesforce
9602970,,Joe McQuaid,,,jmcquaid@eudaimoniaria.com,,List import
240022,,Kevin Guenthner,Board Member,Investment Management Group,kguenthner@stockmanbank.com,406-655-3960,Manual List Upload
9647030,,John Duwe,,,john.duwe@lpl.com,,List import
10753202,Inactive Investor,Hulon Warlick,,Commonwealth Financial Network Memphis TN 5050 Poplar Ave,hwarlick@commonwealth.com,,Salesforce
373654,,Mitchell RESNICK,,[Unknown],mitchellresnick@cox.net,,source
233347,,Samuel davis -,,Samuel davis [[Unknown]],davissamuel447@gmail.com,,Other
10972443,Inactive Investor,Christian Mahan,Regulatory Contact;Wealth Manager,"StoneCrest Wealth Management, Inc",christian.mahan@stonecrestwealth.com,,Salesforce
10946083,Inactive Investor,Rochelle Peabody,Associate,Edward Jones Pulaski NY 4890 N Jefferson St,,,Salesforce
10813593,Inactive Investor,Ronald Albert,Investment Advisor Representative;President;Vice President,Lincoln Capital Corporation Providence RI 40 Westminster St,ralbert@lccorp.com,,Salesforce
9603043,,Krystal Ayala,,,krysannram@hotmail.com,,List import
10872132,Inactive Investor,Dustin Dornbusch,,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",,,Salesforce
11140409,Inactive Investor,Tori Howell,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10828498,Inactive Investor,Joanna Boynton,,"Raymond James Financial Services, Inc. Wellington FL 12400 Southshore Blvd",,,Salesforce
10824936,Inactive Investor,Christopher Wallace,Regional Vice President,PFS Investments Inc. Windham ME 48 Tandberg Trl,christopher.wallace@primerica.com,,Salesforce
11206523,Inactive Investor,Megan Connelly,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
10781303,Inactive Investor,Dawn McLaughlin,Senior Client Associate,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",dawn.j.mclaughlin@rbc.com,,Salesforce
10756725,Inactive Investor,Austin Mortimer,Officer;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",austin.mortimer@ml.com,,Salesforce
11122937,Inactive Investor,John Laurino,,J.P. Morgan Securities LLC New York NY 277 Park Ave,john.laurino@jpmorgan.com,,Salesforce
9636636,,Isabel Levy,,,isabel.levy@metropolegestion.fr,,List import
11203837,Inactive Investor,Michael Burchieri,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",michael.burchieri@ml.com,,Salesforce
10785863,Inactive Investor,Tracie Elsner,,"Fifth Third Securities, Inc. Haubstadt IN 601 E State Road 68",tracie.elsner@53.com,,Salesforce
10945081,Inactive Investor,Daniel Snow,,Edward Jones New Castle CO 820 Castle Valley Blvd,daniel.snow@edwardjones.com,,Salesforce
11092743,Inactive Investor,Matthew Nelson,,"Principal Securities, Inc.",,,Salesforce
10866405,Inactive Investor,Ryan Tyler,,State Farm VP Management Corp. Parkesburg PA 5581 W Lincoln Hwy,,,Salesforce
11098528,Inactive Investor,Robert Lalicki,,J.P. Morgan Securities LLC Auburn Hills MI 3401 Auburn Rd,robert.lalicki@jpmorgan.com,,Salesforce
9540812,,Jason Amity Reserve LLC,,Amity Reserve,jason@amity.vc,,product
10364116,,Robyn Rogue,,,rmedeiro2@gmail.com,,Web Form Fillout
333390,,Brendan Treanor,,Pathstone,btreanor@pathstone.com,,Manual List Upload
9580686,,Frank Stutz,,,frank@franksplace.net,,List import
10914322,Inactive Investor,Christine Weins,,Key Investment Services LLC Eugene OR 1380 Coburg Rd,christine.weins@key.com,,Salesforce
11029100,Inactive Investor,Charles Adams,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,charlesadams@statefarm.com,,Salesforce
151334,,Parth Shah,,[Unknown],parthmshah2692@gmail.com,,
9611922,,Amanda Green,,,agreen@matrixpcg.com,,List import
9594872,,Catherine Less,,,cathy@bakerstreetadvisors.com,,List import
11207766,Inactive Investor,Nicole Blumenthal,Portfolio Associate;Senior Registered Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,nicole.blumenthal@morganstanley.com,,Salesforce
11176620,Inactive Investor,Dale Strabala,Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",dale.strabala@raymondjames.com,,Salesforce
11188898,Inactive Investor,Gary Demee,,"Osaic Wealth, Inc. Eden Prairie MN 250 Prairie Center Dr",,,Salesforce
9584800,,Khoren Ouzounian,,,kouzounian@gwnsecurities.com,,List import
10654821,,Shafiq Amiri,,,shafiq@farisolutions.com,,Web Form Fillout
10842714,Inactive Investor,Joel Kaplan,,&Partners Westfield NJ 802 South Ave W,joel.kaplan@andpartners.com,,Salesforce
10784910,Inactive Investor,Daniel Hearshman,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,hearshman.dt@dreyfus.com,,Salesforce
10866320,Inactive Investor,Jerry Carson,,"Grove Point Investments, LLC Greenville NC 204 E Arlington Blvd",jcarson@hbeckinc.com,,Salesforce
11161902,Inactive Investor,Drew Becker,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",drew.becker@wellsfargoadvisors.com,,Salesforce
10868757,Inactive Investor,Ben Banasik,,MWA Financial Services Inc. Hartland WI 140 North Ave,ben.g.banasik@mwarep.org,,Salesforce
10805831,Inactive Investor,Jonathan Posner,Director - Corporate Client Group;Financial Advisor;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jonathan.s.posner@morganstanley.com,,Salesforce
10646558,,John Bickel,,,jbickel@rwbaird.com,,List Import
10760312,Inactive Investor,Edward Feierman,Financial Advisor,Morgan Stanley Columbus OH 4449 Easton Way,edward.feierman@morganstanley.com,,Salesforce
11193597,Inactive Investor,Dennis Giroir,Financial Advisor,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",dennis.giroir@valic.com,,Salesforce
11125060,Inactive Investor,Cindy Casey,,"Raymond James Financial Services, Inc. Gainesville GA 620 Spring St SE",cindy.casey@raymondjames.com,,Salesforce
10810043,Inactive Investor,Jeffrey Hollis,Financial Advisor,"Ameriprise Financial Services, LLC Alpharetta GA 11175 Cicero Dr",jeffrey.hollis@ampf.com,,Salesforce
6297168,,George C Smith,,,famome8928@moneyzon.com,,Web Form Fillout
10796828,Inactive Investor,Robert Herdina,,Fidelity Brokerage Services LLC,robert.herdina@fmr.com,,Salesforce
10768264,Inactive Investor,Lori Pettyjohn,Financial Advisor,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",lori.pettyjohn@wellsfargoadvisors.com,,Salesforce
11019744,Inactive Investor,Alice Chen,,Deutsche Bank Securities Inc.,,,Salesforce
10931894,Inactive Investor,Michael Scheeler,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,mescheeler@ft.newyorklife.com,,Salesforce
11188694,Inactive Investor,Garrett Bleakley,Managing Director,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",,,Salesforce
9548159,,Robert Lutz,,,lutzbrendan1180144@gmail.com,,List import
10843139,Inactive Investor,John Gannon,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Clarksville TN 212 Madison St,jgannon@rwbaird.com,,Salesforce
11120168,Inactive Investor,Eva Kolber,,Citigroup Global Markets Inc. New York NY 330 Madison Ave,eva.kolber@citi.com,,Salesforce
11096834,Inactive Investor,Gregory Herman,Director;Investment Advisor;Managing Partner;President;Regulatory Contact,"LBMC Investment Advisors, LLC Brentwood TN 5250 Virginia Way",gherman@lbmc.com,,Salesforce
10977893,Inactive Investor,Matthew Goddard,,Citigroup Global Markets Inc.,,,Salesforce
11218886,,Dylan Welsh,,,welshd@meetgirard.com,,Other
11077546,Inactive Investor,Alexander Woodworth,Personal Banker,"Fifth Third Securities, Inc. Cincinnati OH 6057 Montgomery Rd",alexander.woodworth@53.com,,Salesforce
10800782,Inactive Investor,Timothy Bell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Farmington MI 31555 W 14 Mile Rd",timothy.j.bell@ampf.com,,Salesforce
11139323,Inactive Investor,Robert Cockrell,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",robert.cockrelljr@raymondjames.com,,Salesforce
11165467,Inactive Investor,Allison Spangler,,"Raymond James Financial Services, Inc. Lancaster OH 136 E Main St",,,Salesforce
10793541,Inactive Investor,George Fowler,,"Southeast Investments, N.C., Inc.",,,Salesforce
9638239,,Jason Malinowski,,,jason.malinowski@seattle.gov,,List import
10960701,Inactive Investor,Leon Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",leon.johnson@tiaa.org,,Salesforce
10617380,,Patrick McEwen,,,patrick.e.mcewen@edwardjones.com,,List Import
246013,,Not Provided,,Covington,jminor@cov.com,,Manual List Upload
10963079,Inactive Investor,Ying Lu,Vice President,Citigroup Global Markets Inc. New York NY 1107 Broadway,selena.lu@citi.com,,Salesforce
10764613,Inactive Investor,Cheryl Dye,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",cheryl.a.dye@ml.com,,Salesforce
1004494,Inactive Investor,Markus Infanger,,Markus Infanger,minfanger@ripple.com,,3rd Party Lead Gen
11193761,Inactive Investor,Andrew Ruiz,,"Ameriprise Financial Services, LLC Bedford TX 1608 Airport Fwy",andrew.ruiz@ampf.com,,Salesforce
11133383,Inactive Investor,Jared Hoscheit,,Thrivent Investment Management Inc. New Ulm MN 108 S Minnesota St,jared.hoscheit@thrivent.com,,Salesforce
11093344,Inactive Investor,Shelly Evans,Client Specialist,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,sevans@rwbaird.com,,Salesforce
10796607,Inactive Investor,Patrick Crowley,Financial Advisor;First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Winston Salem NC 1 W 4th St",pat.crowley@stifel.com,,Salesforce
11134593,Inactive Investor,Michael Ricci,,"LaSalle St Securities, L.L.C. Tampa FL Private Residence",mricci@lasallest.com,,Salesforce
10942291,Inactive Investor,Carolyn Jacque,Regional Manager,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,carolyn.jacque@primerica.com,,Salesforce
153435,,Shane Boader,,[Unknown],gunmetalblue2010@gmail.com,,
9616155,,Babak Gharieh,,,bgharieh@gmail.com,,List import
10774812,Inactive Investor,James Sawtelle,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Bennington VT 160 Benmont Ave",james.sawtelle@nm.com,,Salesforce
10822532,Inactive Investor,Philip Isernhagen,Financial Advisor,Edward Jones Norton KS 418 E Holme St,philip.isernhagen@edwardjones.com,,Salesforce
11219964,,Seth Schoen,,,sschoen@cadaretgrant.com,,Other
10770648,Inactive Investor,Gregory Entzeroth,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Chesterfield MO 1795 Clarkson Rd",greg.entzeroth@usbank.com,,Salesforce
344208,,Xiu Dong,Senior Associate,Sfw Capital Partners,xdong@sfwcap.com,914-510-8910,Manual List Upload
10596472,,Travis Kilgore,,,tkilgore111@yahoo.com,,Web Form Fillout
10998570,Inactive Investor,James Moore,Financial Advisor,"Eclectic Associates, Inc. Fullerton CA 1021 W Bastanchury Rd",james@eclecticassociates.com,,Salesforce
11237184,Inactive Investor,Gavin Schell,Investment Analyst,"Moran Wealth Management, LLC",gavin.schell@moranwm.com,,Salesforce
338559,,Yiqian Jiang,Responsible Officer,Harvest Global Investments Limited,yiqianjiang@hk.jsfund.cn,852-391-33333,Manual List Upload
10659839,,Anne Whiting,,,anne.whiting@thrivent.com,,List Import
60044,,Allen Whitehurst,,"SagePoint Financial, Inc.",awhitehurst@sagepointadvisor.com,850-244-9463,
7146468,,Anurag Meena,,,ianuragit@gmail.com,,Web Form Fillout
7046130,,wew erfet,,,xojeco1946@proexbol.com,,Web form fillout
9555827,,Sunjay Guleria,,,sunjayg@gmail.com,,List import
11229420,Inactive Investor,Milan Bobek,,William Blair,,,Salesforce
11026508,Inactive Investor,Rodolfo Salgado,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,rsalgado@allianceg.com,,Salesforce
11116400,Inactive Investor,William Rowley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,william.rowley@fidelity.com,,Salesforce
11140240,Inactive Investor,Lidia Hernandez,,J.P. Morgan Securities LLC Beaumont TX 350 Dowlen Rd,lidia.herrera-hernandez@jpmorgan.com,,Salesforce
11143420,Inactive Investor,Alexander Aiello,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Warren NJ 112 Mountain Ave",alexander.aiello@wellsfargo.com,,Salesforce
10875225,Inactive Investor,Mark Lipke,,"Farmers Financial Solutions, LLC Duluth MN 394 S Lake Ave",,,Salesforce
9596822,,Rosanne Schepis,,,rschepis@wealthenhancement.com,,List import
240749,,Shawn Wooden,VP | Financial Advisor,Associated Investor Services,shawn@afc-ais.com,,Event
9648098,,Javier Nieves,,,jnayala8@gmail.com,,List import
11098480,Inactive Investor,Christopher Doucette,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Boston MA 28 State St,christopher.d.doucette@morganstanley.com,,Salesforce
11081814,Inactive Investor,Terrence Volk,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",terrence.volk@wellsfargoadvisors.com,,Salesforce
9555651,,Kenneth Skarbeck,,,ken@aldebarancapital.com,,List import
10889707,Inactive Investor,Joshua McBroom,,"Ameriprise Financial Services, LLC Naperville IL 900 E Diehl Rd",joshua.mcbroom@ampf.com,,Salesforce
11164055,Inactive Investor,Dan Jay,Financial Advisor,Edward Jones Delaware OH 15 N Sandusky St,dan.jay@edwardjones.com,,Salesforce
11198538,Inactive Investor,Cory Smith,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,cdsmith00@ft.newyorklife.com,,Salesforce
9632704,,Paul Haenle,,,paulhaenle@gmail.com,,List import
10808656,Inactive Investor,John Huck,Senior Vice President,"BOK Financial Securities, Inc. Fort Worth TX 777 Main St",jhuck@bokf.com,,Salesforce
10898484,Inactive Investor,Lindsay McCracken,,Deutsche Bank Securities Inc.,,,Salesforce
11088983,Inactive Investor,Michael Witt,First Vice President - Investments,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",mike.witt@raymondjames.com,,Salesforce
10842620,Inactive Investor,David Christian,Founding Partner;Managing Director;Managing Member,"Cable Hill Partners, LLC",david@cablehill.com,,Salesforce
11181245,Inactive Investor,Richard Goldenberg,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Irvine CA 1901 Main St,richard.goldenberg@morganstanley.com,,Salesforce
9551984,,christopher stoffel,,,csstoffel.rx@gmail.com,,List import
10987004,Inactive Investor,Charles Kernan,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
11150517,Inactive Investor,Sean Halling,,"Kestra Investment Services, LLC",,,Salesforce
11199706,Inactive Investor,Dylan Aschoff,Financial Advisor,LPL Financial LLC Corona CA 4740 Green River Rd,dylan.aschoff@lpl.com,,Salesforce
11084746,Inactive Investor,Adam Chustz,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Paducah KY 2190 New Holt Rd",,,Salesforce
344468,,Andy First,Analyst,Raven Capital Management Llc,andy@ravencm.com,212-966-7926,Manual List Upload
10872979,Inactive Investor,Gordon Moulton,,"Avantax Investment Services, Inc. Cumberland RI 15 Lonesome Pine Rd",,,Salesforce
11218022,,Brittany Zeske,,,bzeske@rwbaird.com,,List Import
9603138,,Daniel Arndt,,,dansarndt@gmail.com,,List import
4719705,,Vivian Drayton,,,bbhbfuj@spacehotline.com,,Web Form Fillout
11164539,Inactive Investor,Justin Petrafeso,,"Robinhood Financial, LLC Denver CO 2373 15th St",,,Salesforce
10908541,Inactive Investor,Thomas Harmsen,Financial Advisor,"Osaic Wealth, Inc. Fond Du Lac WI N6687 Wrightway Dr",,,Salesforce
11108492,Inactive Investor,James Zalenka,Chief Compliance Officer;Principal,"The Baran James Company, Inc.",jzalenka@baranjames.com,,Salesforce
11070164,Inactive Investor,Conrad Sanders,,"Cambridge Investment Research, Inc. Augusta GA 2918 Professional Pkwy",,,Salesforce
11014932,Inactive Investor,Marina Tutulea,,"Wells Fargo Clearing Services, LLC Houston TX 9413 Katy Fwy",marina.tutulea@wellsfargoadvisors.com,,Salesforce
11211790,Inactive Investor,Dennis Miller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Melville NY 48 S Service Rd",dennis.r.miller@ampf.com,,Salesforce
9593233,,Timothy Horan,,,thoran@chiltontrust.com,,List import
9625863,,Jon Frowski,,,jonfrowski@yahoo.com,,List import
10948956,Inactive Investor,Patrick Rabenau,Senior Wealth Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,patrick.rabenau@citigroup.com,,Salesforce
10870117,Inactive Investor,Nathan Hawrot,Chief Compliance Officer,"Sculati Wealth Management, LLC",nathan@sculatiwealth.com,,Salesforce
11007917,Inactive Investor,Zakiya Titilayo,,J.P. Morgan Securities LLC King of Prussia PA 677 W Dekalb Pike,zakiya.titilayo@jpmorgan.com,,Salesforce
10907960,Inactive Investor,Tanner Doudna,Financial Advisor,"TrustWell Financial Advisors, LLC",tannerd@trustwellfa.com,,Salesforce
11108437,Inactive Investor,Timothy Painter,Chief Compliance Officer;Chief Investment Officer;Director;President,"Lindus Advisors, Inc.",tim.painter@lindusadvisors.com,,Salesforce
11205040,Inactive Investor,Troy Wilson,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",t.wilson@prudential.com,,Salesforce
10596209,,Mark Hetrick,,,mark.hetrick@wfadvisors.com,,Web Form Fillout
10995607,Inactive Investor,Dalia Zaky,,"Citizens Securities, Inc. Woodside NY 5120 Northern Blvd",dalia.zaky@citizensbank.com,,Salesforce
9568564,,Joseph Kim,,,josephykim@gmail.com,,List import
11160019,Inactive Investor,Kay Mayhue,President,Merit Financial Advisors,,,Salesforce
9589487,,Tim Stoddart,,,timstoddart@me.com,,List import
10615206,,Jeffrey Blumenthal,"Financial Advisor, Senior Vice President",,jeffrey.m.blumenthal@morganstanley.com,,List Import
10974890,Inactive Investor,Mitchell Lewis,Wealth Manager,"Sapient Private Wealth Management,  LLC",mitchell@sapientpwm.com,,Salesforce
11049644,Inactive Investor,Peter Borho,,"The Investment Center, Inc. Sarasota FL 2970 University Pkwy",pborho@investmentctr.com,,Salesforce
11181496,Inactive Investor,Brayden Gardner,,"Wells Fargo Clearing Services, LLC Phoenix AZ 2123 W Happy Valley Rd",,,Salesforce
11231407,Inactive Investor,Ryan Ramos,,Citigroup Global Markets Inc. Granada Hills CA 16800 Devonshire St,,,Salesforce
11018762,Inactive Investor,Dennis Venn,,"Osaic FA, Inc. Fort Worth TX 1701 River Run",denny.venn@lfg.com,,Salesforce
10817082,Inactive Investor,Janette Alimi,Financial Advisor,"Ameriprise Financial Services, LLC Charlestown MA 127 Main St",janette.a.sienel@ampf.com,,Salesforce
11046779,Inactive Investor,Steven Victor,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",steven.victor@wellsfargoadvisors.com,,Salesforce
10949452,Inactive Investor,Christian Goeke,,LPL Financial LLC Saint Charles MO 5933 S Hwy 94,christian.goeke@lpl.com,,Salesforce
10888079,Inactive Investor,Jerilyn Maher,,"Avantax Investment Services, Inc. Fort Dodge IA 714 14th Ave N",,,Salesforce
11199247,Inactive Investor,Anar Ghesani,,J.P. Morgan Securities LLC Missouri City TX 6220 Hwy 6,anar.ghesani@jpmorgan.com,,Salesforce
10840181,Inactive Investor,Lawrence Young,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10776211,Inactive Investor,Jack Green,Financial Advisor;Portfolio Management Director;Wealth Advisor,Morgan Stanley Athens GA 225 S Milledge Ave,jack.green@morganstanley.com,,Salesforce
11190452,Inactive Investor,Ruth Gonzales,,"Wells Fargo Clearing Services, LLC San Antonio TX 18488 Blanco Rd",,,Salesforce
9635534,,Angela Negrete,,,anegrete@winonacapital.com,,List import
11156436,Inactive Investor,Annie Chan,,J.P. Morgan Securities LLC Franklin WI 7100 S 76th St,annie.chan@jpmorgan.com,,Salesforce
9624700,,Jim Cao,,,tojimcao@gmail.com,,List import
11027177,Inactive Investor,Jefferson Mullins,Financial Advisor,"Ameriprise Financial Services, LLC Bowling Green KY 805 Lehman Ave",jefferson.mullins@ampf.com,,Salesforce
10943179,Inactive Investor,Hassnaa Ingram,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10834530,Inactive Investor,Jacob Yarochowicz,Financial Advisor,LPL Financial LLC Salina KS 1041 S Ohio St,jacob.yarochowicz@lpl.com,,Salesforce
11011292,Inactive Investor,Kyle Fenton,,"The Leaders Group, Inc.",,,Salesforce
11056995,Inactive Investor,Jason Messineo,,"Wells Fargo Advisors Financial Network, LLC Annapolis MD 133 Defense Hwy",jason.messineo@wfafinet.com,,Salesforce
11087217,Inactive Investor,Heather Gorichanaz,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",heather.gorichanaz@nm.com,,Salesforce
226936,, -,,[[Unknown]],josh.m@superiorcoatingsslc.com,,Paid Social
9588957,,Olivier BENATAR,,,olivier.benatar@mac.com,,List import
11063593,Inactive Investor,David Uhlmann,Chief Compliance Officer,Synergos Advisory,david@synergosadvice.com,,Salesforce
11196778,Inactive Investor,Brenden Estep,,J.P. Morgan Securities LLC Oklahoma City OK 2200 N Western Ave,brenden.estep@jpmorgan.com,,Salesforce
10907102,Inactive Investor,Julie Bradsher,,"Avantax Investment Services, Inc. Falls Church VA 6402 Arlington Blvd",julie@bay-biz.com,571-297-2474,Salesforce
11014292,Inactive Investor,Jeremy Bird,,"The Leaders Group, Inc.",,,Salesforce
11234038,Inactive Investor,Belinda Duran,,"Parkland Securities, LLC Lodi CA 1826 W Kettleman Ln",,,Salesforce
9581898,,Ryan Bladen,,,rbladen@umafs.org,,List import
10907574,Inactive Investor,Brock Carlin,,"Sunbelt Securities, Inc. Beaumont TX 2615 Calder St",brock.carlin@sunbeltsecurities.com,,Salesforce
9571584,,Jason -,,,jasget@excite.com,,List import
11169965,Inactive Investor,Gary Schwarzman,,J.P. Morgan Securities LLC Hoboken NJ 125 River St,gary.schwarzman@jpmorgan.com,,Salesforce
10973723,Inactive Investor,Standlee Yost,,State Farm VP Management Corp. Eugene OR 485 Alexander Loop,,,Salesforce
10408,,DAVID BERMAN,,Berman Consulting Group,dberman@bermancg.com,8453237911,
11104905,Inactive Investor,Jennifer Siciliano,Vice President,Morgan Stanley San Francisco CA 101 California St,jennifer.bennett@morganstanley.com,,Salesforce
11060435,Inactive Investor,Karla Mcfarland,Financial Advisor,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,kmcfarland@lincolninvestment.com,,Salesforce
10983760,Inactive Investor,Blake Gaulden,,"Osaic FA, Inc. Durham NC Private Residence",blake.gaulden@lfg.com,,Salesforce
11110502,Inactive Investor,Samuel Maimone,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10805759,Inactive Investor,Richard Viglione,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
242355,,Carhyann Tully,Ptofesdor,[Unknown],cathyann.tully@wagner.edu,7183903100,Database Upload
10472255,,Carl Gerner,,,tomgerner@gmail.com,,Web Form Fillout
236837,, -,,[[Unknown]],ggami02@gmail.com,,Organic Search
10812193,Inactive Investor,Eric Felgenhauer,,"Farmers Financial Solutions, LLC Houston TX 16010 Barkers Point Ln",efelgenhauer@farmersagent.com,,Salesforce
9639491,,Benjamin Antell,,,bantell@huc.edu,,List import
11260770,Inactive Investor,Samuel Sanso,,"Kestra Investment Services, LLC",,,Salesforce
111688,,Eileen Agnes,,Law Office,eileendagnes1@gmail.com,5083804200,
9586762,,Craig Henderson,,,craig.henderson@cwhenderson.com,,List import
10861420,Inactive Investor,Erica Bahr,,Jefferies LLC,ebahr@jefferies.com,,Salesforce
11109198,Inactive Investor,Jason Fox,,PFS Investments Inc. Saint George UT 135 N 900 E,jason.fox@primerica.com,,Salesforce
10875642,Inactive Investor,Marja Sweet,Financial Advisor,Commonwealth Financial Network Riverton WY 416 E Main St,msweet@commonwealth.com,,Salesforce
10999492,Inactive Investor,Kerry Tapia,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
344301,,Michael Miller,,capital planning,mmiller@capplanllc.com,,Event
10969310,Inactive Investor,Jack Kamentz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9562226,,Renee Allen,,,artfinds@msn.com,,List import
10919773,Inactive Investor,Nicholas Holmes,Advisor;Chief Compliance Officer;Managing Member;Partner,Objectivity Squared Wealth Management,nick.holmes@raymondjames.com,,Salesforce
10822785,Inactive Investor,Michael Cavaleri,,"Cambridge Investment Research, Inc. Scottsdale AZ 7010 E Acoma Dr",mcavaleri@cambridgesecure.com,,Salesforce
241584,,Juan BYARS,,[Unknown],byarsj@hotmail.com,,Direct
10875930,Inactive Investor,Jason Dickerson,,"Avantax Investment Services, Inc. Sour Lake TX 680 6th St",,,Salesforce
11033137,Inactive Investor,Christian Morris,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,blake.morris@ubs.com,,Salesforce
11065604,Inactive Investor,Daymeon Fishback,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,daymeon.fishback@morganstanley.com,,Salesforce
11056743,Inactive Investor,Cynthia Hughes,Financial Advisor,LPL Financial LLC Pittsburg KS 434 W 4th St,cindy.hughes@lpl.com,,Salesforce
10759856,Inactive Investor,Leah Taylor,Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,leah.taylor@jpmorgan.com,,Salesforce
11208070,Inactive Investor,Thomas Jennings,,Commerce One Financial Inc.,thomas@commerceonefinancial.com,,Salesforce
11201682,Inactive Investor,Dennis Salem,Senior Wealth Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. Woodland Hills CA 6235 Topanga Canyon Blvd,dennis.salem@citi.com,,Salesforce
10871807,Inactive Investor,Robert Elliot,Chief Compliance Officer;Investment Advisor;President,"Finlayson Financial Planning, Inc.",rosselliotfinlayson01@gmail.com,,Salesforce
9612069,,uglyuncleny@gmail.com Jin,,,uglyuncleny@gmail.com,,List import
9622272,,Chris Zweidinger,,,czweidinger@hotmail.com,,List import
39434,,Michael Kuhn,Preferred Relationship Manager,"Fifth Third Securities, Inc.",michael.kuhn@53.com,502-297-6197,
10847973,Inactive Investor,Andrew Gough,Financial Advisor;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",eric.gough@ml.com,,Salesforce
9629613,,Suhas Shelke,,,suhas.shelke83@gmail.com,,List import
9606911,,Arwind Pherai,,,a.pherai@gmail.com,,List import
11064635,Inactive Investor,Shawn Dearmin,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",shawn.dearmin@schwab.com,,Salesforce
10973107,Inactive Investor,Kate Reidel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10856481,Inactive Investor,Anthony Sorrentino,,LPL Financial LLC North Haven CT 250 State St,anthony.sorrentino@lpl.com,,Salesforce
9623617,,guru g,,,gurug.crypto@protonmail.com,,List import
9543492,,Guillaume Nouri-Girones,,,gnouri7@gmail.com,,List import
10836156,Inactive Investor,Barton Bussell,Financial Advisor,"Wells Fargo Clearing Services, LLC Bakersfield CA 5060 California Ave",bart.bussell@wellsfargoadvisors.com,,Salesforce
10951847,Inactive Investor,Yonggang Hu,,Citigroup Global Markets Inc. New York NY 399 Park Ave,,,Salesforce
11219067,,Gladys Xiques,,,gladys.xiques@tcw.com,,Other
372805,,Quintin White,,United States,quintinw2008@icloud.com,,source
10765654,Inactive Investor,Jynene Fry,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,jynene.fry@ubs.com,,Salesforce
11233355,Inactive Investor,Eugene Charles,,"Raymond James & Associates, Inc.",,,Salesforce
11235675,Inactive Investor,Blair Stientjes,Managing Director;Retirement Plan Advisor,Accelerate Retirement Walnut Creek CA Private Residence,blair.stientjes@accelerateretirement.com,,Salesforce
9601469,,Cheryl Smith,,,csmith@ft.newyorklife.com,,List import
11159091,Inactive Investor,Jeffrey Chase,Senior Advisor,"Raymond James & Associates, Inc.",jeffrey.chase@raymondjames.com,,Salesforce
373223,,ANIL ARORA,,[Unknown],adiavni1122@gmail.com,,source
9595475,,Daniel Lanuez,,,dlanuez@landaas.com,,List import
9639610,,Matthew Adams,,,madams@missionwealth.com,,List Import
104514,,Dave Friebe,,Thrivent,dave.friebe@thrivent.com,,
10965340,Inactive Investor,Bradley Fisher,Investment Advisor Representative,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,fisher.bradleya@primerica.com,,Salesforce
10879225,Inactive Investor,Donnamarie Braithwaite,,J.P. Morgan Securities LLC New York NY 1180 2nd Ave,donna.marie.braithwaite@chase.com,,Salesforce
11197238,Inactive Investor,Seon Woo,,"Pruco Securities, LLC. Fullerton CA 612 Del Rio Way",seon.woo@prudential.com,,Salesforce
9616139,,jinil kim,,,kimjinil0101@gmail.com,,List import
10836749,Inactive Investor,William Hauenstein,,"Cambridge Investment Research, Inc. Kerrville TX 448 Sidney Baker St S",,,Salesforce
11164929,Inactive Investor,Jamont McRae,,MWA Financial Services Inc. Dillon SC Private Residence,jamont.r.mcrae@mwarep.org,,Salesforce
9550452,,Philip Sandrok,,,philip.sandrok@53.com,,List import
11056539,Inactive Investor,Kyle Knudsen,Financial Advisor,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,kyle.knudsen@morganstanley.com,,Salesforce
10966628,Inactive Investor,Lindsay Strattan,,"Truist Investment Services, Inc. Houston TX 1400 Post Oak Blvd",lindsay.strattan@truist.com,,Salesforce
10915008,Inactive Investor,Alex Van,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,alex.van@primerica.com,,Salesforce
10795433,Inactive Investor,Scott Horning,,"American Portfolios Financial Services, Inc.",shorning@americanportfolios.com,,Salesforce
10616319,,Svitlana Popyk,,,svitlana.sheppard@ml.com,,List Import
43774,,Victor Muro,Investment Advisor Representative,"Equity Services, Inc.",muro_victor@nlvmail.com,646-898-3535,
10951642,Inactive Investor,Omero Garza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11144529,Inactive Investor,Mike Sheets,Founding Partner;Managing Member,Provence Wealth Management Group,,,Salesforce
10996736,Inactive Investor,Kyle Witman,Wealth Advisor,"Osaic Wealth, Inc. Victor NY 580 Fishers Station Dr",,,Salesforce
10921078,Inactive Investor,Daniel Agemy,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Agemy Wealth Advisors, LLC",awa@agemy.com,203.738.0026 ext. 111,Salesforce
2487469,,Thomas Keesee,,,thomaskeesee@gmail.com,,
9566106,,Mark RUSHWALD,Ria,Mark S RUSHWALD,msr@rushwald.com,,List import
10825637,Inactive Investor,Kenneth Olson,Financial Advisor,LPL Financial LLC Sartell MN 2351 Connecticut Ave S,kenneth.olson@lpl.com,,Salesforce
11023054,Inactive Investor,Richard Saxton,Executive Vice President;Manager;Member,"Connective Portfolio Management, LLC",,,Salesforce
10756110,Inactive Investor,Jason Lopez,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
11039896,Inactive Investor,Frank Rosala,,Lincoln Investment,frosala@lincolninvestment.com,,Salesforce
9569165,,masahiko komatsu,,,masahikokomatsu3@gmail.com,,List import
11052431,Inactive Investor,David Case,,"Horace Mann Investors, Inc. Bangor ME 115 Franklin St",david.case@horacemann.com,,Salesforce
10850192,Inactive Investor,Brian Bush,,Cetera Advisor Networks LLC Westminster CO 8471 Turnpike Dr,bushb@ceteranetworks.com,,Salesforce
10809426,Inactive Investor,Lisa Lovell,Financial Advisor,Edward Jones Conway AR 2605 Prince St,lisa.lovell@edwardjones.com,,Salesforce
11003840,Inactive Investor,Rebeca Juarez,,PFS Investments Inc. Norcross GA 5950 Live Oak Pkwy,rjuarez@primerica.com,,Salesforce
10929097,Inactive Investor,Charles Pickard,,"Cadaret, Grant & Co., Inc.",,,Salesforce
10899017,Inactive Investor,Connie Diaz,Registered Client Associate,"RBC Capital Markets, LLC Houston TX 1980 Post Oak Blvd",connie.diaz@rbc.com,,Salesforce
11017437,Inactive Investor,Billy Potter,Chief Compliance Officer;Chief Executive Officer;Managing Partner,Knight of California LLC,,,Salesforce
10954361,Inactive Investor,Jennifer Argabright,,NYLIFE Securities LLC Mesa AZ 5135 E Ingram St,jargabright@ft.newyorklife.com,,Salesforce
11053923,Inactive Investor,David Hansen,Senior Vice President,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",david.hansen@benjaminfedwards.com,,Salesforce
10919672,Inactive Investor,Sean McGrath,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",smcgrath@wisdirect.com,,Salesforce
11141744,Inactive Investor,Hannah Boyd,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10817889,Inactive Investor,Michael Lauth,,"First Bankers' Banc Securities, Inc",mlauth@firstbankersbanc.com,,Salesforce
10998710,Inactive Investor,Nolan Lovell,,United Planners' Financial Services of America A Limited Partner Sangerville ME 91 Main St,njlovell@unitedplanners.com,,Salesforce
10798361,Inactive Investor,Hugh Chisholm,,Goldman Sachs & Co.,hugh.chisholm@gs.com,,Salesforce
10820058,Inactive Investor,Craig Hundt,President;Regulatory Contact,"Prairie Wealth Advisors, Inc. Lincoln NE 8101 O St",chundt@prairiewealthadvisors.com,,Salesforce
10923956,Inactive Investor,Douglas Licari,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",dlicari@financialguide.com,,Salesforce
11159562,Inactive Investor,Gregory Russo,,"Truist Investment Services, Inc. Allentown PA 1345 Airport Rd",grusso@truist.com,,Salesforce
11154267,Inactive Investor,Amanda Woda,,LPL Financial LLC Bossier City LA 700 Northgate Rd,amanda.woda@lpl.com,,Salesforce
4981336,,Christian Wolferseder,,,c.wolf14@hotmail.com,,Web form fillout
10964543,Inactive Investor,Joseph Alagna,,Joseph Gunnar & Co. LLC,,,Salesforce
11025056,Inactive Investor,Pierce Cantey,,"Allstate Financial Services, LLC Columbia SC 101 Rice Bent Way",piercecantey@allstate.com,,Salesforce
11099053,Inactive Investor,Howard Asch,Managing Executive,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",hasch@royalaa.com,,Salesforce
11055283,Inactive Investor,Diana Monsalve,Financial Planning Assistant,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",diana.monsalve@ampf.com,,Salesforce
9574988,,Peter Larkin,,,plarkin@bixbyland.com,,List import
10894090,Inactive Investor,Darwin Lindsey,Chief Executive Officer;President,Lindsey Wealth Management,darwin@lindseywealth.com,,Salesforce
118526,,Terrell Bradley,"Financial Advisor, Vice President","SunTrust Advisory Services, Inc.",wally.bradley@suntrust.com,470-539-6183,
172756,,Mont Lewis,,[Unknown],lewismont3@gmail.com,,
9591662,,Jessica Yamada,,,jessicamiyoko23@gmail.com,,List import
11071304,Inactive Investor,Charles Martino,,"Capital Investment Group, Inc. Myrtle Beach SC 4603 Oleander Dr",,,Salesforce
11233104,Inactive Investor,Hannah Selness,,Thrivent Investment Management Inc.,,,Salesforce
10921373,Inactive Investor,Stacy Poli,Branch Manager;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",stacy.gugliotta@wellsfargoadvisors.com,,Salesforce
234225,, -,,[[Unknown]],rjcrossroad99@gmail.com,,
9609908,,tang hongxuan,,,greathx@outlook.com,,List import
9607498,,Peter Hoover,,,pete@hfaplanning.com,,List import
11179468,Inactive Investor,Jason Solomon,Senior Ultra High Net Worth Specialist,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,jason.solomon@morganstanley.com,,Salesforce
10880628,Inactive Investor,Brian Gahsman,Chief Investment Officer;Portfolio Manager,"Contego Capital Group, Inc. Minneapolis MN 7400 Metro Blvd",,,Salesforce
9609433,,John Bonilla,,,jbonilla0321@gmail.com,,List import
11084943,Inactive Investor,Andrew Ullmann,,The O.N. Equity Sales Company San Antonio TX 8000 IH 10 W,,,Salesforce
10828138,Inactive Investor,Jesse Hayhurst,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",jesse_hayhurst@ml.com,,Salesforce
11107442,Inactive Investor,Dora Cordero,,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
225392,,Christp Clegg,,[Unknown],clegger2004@yahoo.com,,
10807962,Inactive Investor,Eric Anderson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
9560216,,Sean Sunderlage,,,sunderlage.sean@principal.com,,List import
10893495,Inactive Investor,David Kunold,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",david.kunold@ampf.com,,Salesforce
10615094,,Peter Costello,"Director - Alternative Investments, Financial Advisor, Financial Planning Specialist, Insurance Planning Director, Senior Vice P",,peter.costello@morganstanley.com,,List Import
10990737,Inactive Investor,Michael Nixon,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",michael.nixon@bankerslife.com,,Salesforce
9579245,,Mark Byra,,,markbyra@yahoo.com,,List import
10831301,Inactive Investor,Paul Romano,Financial Advisor,"Ameriprise Financial Services, LLC Auburndale MA 275 Grove St",paul.a.romano@ampf.com,,Salesforce
9556414,,Blair Xue,,,xqw.1990@gmail.com,,List import
10913889,Inactive Investor,Gary Willson,Financial Professional,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",gary.willson@equitable.com,,Salesforce
11017615,Inactive Investor,Benjamin Murphy,Financial Advisor;Financial Planning Specialist,Morgan Stanley Barrington IL 760 W Main St,benjamin.murphy@morganstanley.com,,Salesforce
352632,,Lisa Coba,Business Development,Investmark Advisory Group Llc,lcoba@investmark.net,203-953-3777,Manual List Upload
9605593,,Khoa Dao,,,daonguyenkhoa@daonguyenplas.com,,List import
11236618,Inactive Investor,Heidi Saavedra,Client Services;Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC South Jordan UT 10355 S Jordan Gtwy",heidi@bossretirement.com,,Salesforce
11119039,Inactive Investor,Almitra Hensley,,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",almitra.hensley@raymondjames.com,,Salesforce
9593510,,Edward Tanika Halim,,,tanikahalime@ymail.com,,List import
10829714,Inactive Investor,Leo Monahan,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,leo.monahan@ubs.com,,Salesforce
9546230,,Stacey Quinn,,,stacey.quinn@transamerica.com,,List import
11183362,Inactive Investor,Lisa Atkinson,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
9633983,,Adrian -,,,somebody@protonmail.com,,List import
10771499,Inactive Investor,Warren Teich,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 399 Park Ave,warren.teich@morganstanley.com,,Salesforce
10754953,Inactive Investor,Patricia Nicolau,Associate Client Relationship Manager;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",patricia.nicolau@ml.com,,Salesforce
10780343,Inactive Investor,Martin Moroney,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
218591,,Ramon Rocha,,[Unknown],ramon.vr@outlook.com,,Direct
9597587,,Scott Gold,,,sgold@bkd.com,,List import
11174086,Inactive Investor,Gregory Berstler,,Blue Capital Lincoln NE 7811 Pioneers Blvd,,,Salesforce
10819690,Inactive Investor,Zhicheng Xin,Financial Advisor;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,connie.xin@morganstanley.com,,Salesforce
10993233,Inactive Investor,Blake Tibbetts,,J.P. Morgan Securities LLC Chandler AZ 2915 E Riggs Rd,blake.tibbetts@jpmorgan.com,,Salesforce
1004248,Inactive Investor,Allison Berger,Principal,Allison Berger,aberger@financialsymmetry.com,919-851-8200,3rd Party Lead Gen
11128638,Inactive Investor,James Young,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,james.f.young@morganstanley.com,,Salesforce
10780611,Inactive Investor,Randal Jefferson,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 712 Main St,randal.l.jefferson@jpmorgan.com,,Salesforce
9564506,,Joe Rettinger,,,jrettinger@comcast.net,,List import
9564124,,Raj Balasingham,,,raj.balasingham@gmail.com,,List import
11059739,Inactive Investor,Domonique Seeley,,NYLIFE Securities LLC Los Angeles CA 2029 Century Park E,dseeley00@ft.newyorklife.com,,Salesforce
11103165,Inactive Investor,Oscar Ferrufino,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",oscar.ferrufino@ml.com,,Salesforce
10824745,Inactive Investor,Diana Smith,,Cetera Advisors LLC Plymouth MA 34 Main Street Ext,diana.v.smith@ceteraadvisors.com,,Salesforce
10662012,,Alex Offerman,,,letschat@modelwealth.com,,List Import
9543064,,Henry Cuesta,,,hrcjc@yahoo.com,,List import
11218933,,Jessica Kott,,,jessica@yhbia.com,,Other
88116,,Michelle Hancock,Registered Options Principal,"Ipi Wealth Management, Inc.",michelleh@investment-planners.com,217-425-6340,
11168889,Inactive Investor,Robert Schofield,,Vanguard Marketing Corporation,robert_schofield@vanguard.com,,Salesforce
11081736,Inactive Investor,David Elan,Chief Compliance Officer;Managing Member;Portfolio Manager,Income Focus Portfolio Management,david.elan@incomefocus.com,,Salesforce
11112157,Inactive Investor,Stephen Schweigart,Financial Advisor,Edward Jones Sarasota FL 8250 15th St E,stephen.schweigart@edwardjones.com,,Salesforce
10881569,Inactive Investor,Sean Bennett,,"Centaurus Financial, Inc. Tucson AZ 3567 E Sunrise Dr",,,Salesforce
11053667,Inactive Investor,Wayne Parrish,,"Horace Mann Investors, Inc. Gainesville GA 418 Candler St",wayne.parrish@horacemann.com,,Salesforce
351634,,Frank Gettler,Founding Member,"Itrust Asset Management, Llc",frank.gettler@lpl.com,859-425-1222,Manual List Upload
10487757,,Kimberly Vesely,,FullCircle Wealth LLC,kimberly@fullcircle-wealth.com,,List Import
11207713,Inactive Investor,James Chapman,Analytics Manager,"Wells Fargo Clearing Services, LLC San Angelo TX 36 W Beauregard Ave",,,Salesforce
9583007,,Douglas Mollin,,,dmollin@emcradvisors.com,,List import
11014896,Inactive Investor,Jenine Guerra,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,jenine.guerra@primerica.com,,Salesforce
10788432,Inactive Investor,David Bibicoff,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,david_bibicoff@glic.com,,Salesforce
10871701,Inactive Investor,Raymond Tonk,,"Northwestern Mutual Investment Services, LLC Chesterton IN Private Residence",ray.tonk@nm.com,,Salesforce
11060955,Inactive Investor,Erin Young,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
96425,,Marc Cooper,Vice President,Alliance Bernstein,marc.cooper@abglobal.com,,
10859774,Inactive Investor,Frank Barbieri,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",,,Salesforce
11219952,,Jeffrey Haxton,,,jhaxton@cadaretgrant.com,,Other
9609235,,Greg Schultz,,,gschultz@taylorenglish.com,,List import
11068934,Inactive Investor,Glenn Barath,,State Farm VP Management Corp.,glenn.barath.kz52@statefarm.com,,Salesforce
11255011,Inactive Investor,Michael Manginelli,,Fortis Group Advisors LLC,michael.manginelli@fortisgroupadvisors.com,,Salesforce
10880054,Inactive Investor,Seth Guenther,Wealth Advisor,"Beacon Pointe Advisors, LLC Arvada CO Private Residence",sguenther@beaconpointe.com,,Salesforce
165400,,Dylan Wang,,[Unknown],wangp@lundong.com.cn,,
10930479,Inactive Investor,Benjamin Jones,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",,,Salesforce
9635769,,Jim Rosenthal,,,jim.rosenthal@morganstanley.com,,List import
11087031,Inactive Investor,Molly Paolilli,,Thrivent Investment Management Inc. Sarasota FL 4801 Swift Rd,molly.paolilli@thrivent.com,,Salesforce
10946519,Inactive Investor,William Tompkins,,"Truist Investment Services, Inc. Orlando FL 333 S Garland Ave",bill.tompkins@truist.com,,Salesforce
9600806,,Nwankwo Christopher,,,anthonychristophern@gmail.com,,List import
10984941,Inactive Investor,Amber ElDorrado,,"Kestra Investment Services, LLC Atlanta GA 800 Mount Vernon Hwy NE",,,Salesforce
10619691,,Terry Regas,,,terry@trdlnk.com,,List Import
10806393,Inactive Investor,Brandon LaCroix,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd",brandon_lacroix@ml.com,,Salesforce
11129256,Inactive Investor,Kamal El Helou,,Evercore Group L.L.C.,,,Salesforce
11016615,Inactive Investor,Jennifer Tapscott,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,jtapscott@primerica.com,,Salesforce
10764772,Inactive Investor,Lisa Novello,Branch Manager;First Vice President,Morgan Stanley Augusta GA 1 10th St,lisa.novello@morganstanley.com,,Salesforce
11221834,,Scott Mutryn,,,scott.mutryn@bernstein.com,,List Import
11150607,Inactive Investor,Scott Macdonald,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10849336,Inactive Investor,Njaimeh Cham,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",ncham@tiaa-cref.org,,Salesforce
10801437,Inactive Investor,Brian Hanseth,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",brian.hanseth@ml.com,,Salesforce
10918013,Inactive Investor,David Belding,,"Ameriprise Financial Services, LLC Lubbock TX 3223 S Loop 289",david.belding@ampf.com,,Salesforce
10816658,Inactive Investor,Jason Martin,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President;Workplace Advisor - Equity Compen,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,jason.martin1@morganstanley.com,,Salesforce
10776515,Inactive Investor,Douglas Armstrong,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",douglas_armstrong@ml.com,,Salesforce
11234213,Inactive Investor,Michael Newton,,"Cambridge Investment Research, Inc. Bowling Green KY 191 W Professional Park Ct",,,Salesforce
11191058,Inactive Investor,Collin Minor,,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
10796566,Inactive Investor,Dieter Ramaekers,,"Raymond James Financial Services, Inc. Los Gatos CA 229 W Main St",dieter.ramaekers@raymondjames.com,,Salesforce
10872811,Inactive Investor,Donald Oliver,,Edward Jones Ladera Ranch CA 999 Corporate Dr,,,Salesforce
11191705,Inactive Investor,Carrie Schliemann,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",carrie_schliemann@ml.com,,Salesforce
11035233,Inactive Investor,William Bell,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",william.bell@ml.com,,Salesforce
10918327,Inactive Investor,Megan Berberick,Financial Advisor,Edward Jones Spearfish SD 1410 North Ave,megan.berberick@edwardjones.com,,Salesforce
9565999,,Ashley Knight,,,ashley_knight@ymail.com,,List import
9543499,,Joe Ryba,,,joer@interstateaudit.net,,List import
10920838,Inactive Investor,Virendra Tavathia,Financial Advisor,"MML Investors Services, LLC South Plainfield NJ 904 Oak Tree Ave",,,Salesforce
10995807,Inactive Investor,Jason Ward,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jason_ward@vanguard.com,,Salesforce
10997928,Inactive Investor,Lori Dunn,Chief Compliance Officer;Director;President;Secretary,"Peak American Investment Advisors, Inc.",ldunn@peakamericanfinancial.com,,Salesforce
10932962,Inactive Investor,Stephen Engel,Chief Compliance Officer;President,Siol Wealth Advisors,,,Salesforce
10998869,Inactive Investor,Maura Knutsen,,J.P. Morgan Securities LLC Draper UT 145 E 13800 S,maura.knutsen@jpmorgan.com,,Salesforce
10868146,Inactive Investor,Anthony Maddelina,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",anthony.maddelina@wellsfargoadvisors.com,,Salesforce
10968274,Inactive Investor,John Coutu,,Fidelity Brokerage Services LLC,,,Salesforce
336940,,Michael Hertz,Director,"Lbc Credit Management, L.p.",mhertz@lbccredit.com,215-972-8900,Manual List Upload
10886113,Inactive Investor,Jeremy Fanders,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,jeremy.fanders@ceterainvestors.com,,Salesforce
11006120,Inactive Investor,Horace Bridges,,"Allstate Financial Services, LLC Huffman TX 24501 FM 2100 Rd",horacebridges@allstate.com,,Salesforce
10933495,Inactive Investor,Kimberly Wilder,,"VALIC Financial Advisors, Inc. Austin TX 3737 Executive Center Dr",kimberly.wilder@valic.com,,Salesforce
10659901,,Myra Harris,,,myra.harris@primerica.com,,List Import
11006585,Inactive Investor,Rosario Cabrera,,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",rosario.cabrera@wellsfargoadvisors.com,,Salesforce
9598280,,Davis LaSalle,,,dlasalle33@yahoo.com,,List import
9581854,,Christopher Flynn,,,cflynn@thlcredit.com,,List import
9543530,,Jonathan Landavaso,,,jonlandavaso26@gmail.com,,List import
157458,,Ousmane COULIBALY,,[Unknown],ous.crypto@gmail.com,,
10915098,Inactive Investor,Benjamin Finan,Financial Consultant,LPL Financial LLC South Bend IN 100 N Michigan St,benjamin.finan@lpl.com,,Salesforce
10786428,Inactive Investor,Brian Schimpf,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,brian.schimpf@ubs.com,,Salesforce
10805560,Inactive Investor,Joseph Young,Financial Consultant,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",josephyoung@synovus.com,,Salesforce
10844446,Inactive Investor,Jason Garey,,State Farm VP Management Corp. Tremont IL 604 W Pearl St,jasongarey@statefarm.com,,Salesforce
10817052,Inactive Investor,Laura Montealegre,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 20 Greenway Plz",laura.g.delgadillo@ml.com,,Salesforce
9643693,,John S,,,ponyolives@gmail.com,,List import
11012143,Inactive Investor,Steven Jandreau,,MWA Financial Services Inc. Rapid City SD 809 South St,steven.jandreau@modern-woodmen.org,,Salesforce
11165168,Inactive Investor,Jessica Valverde,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",jessica.valverde@ml.com,,Salesforce
8480770,,Richard Klein,,Ameriprise Financial,richard.klein@ampf.com,(612) 671-7687,List Import
10964938,Inactive Investor,Daniel Rossi,,Edward Jones Saint James City FL 10191 Stringfellow Rd,daniel.rossi@edwardjones.com,,Salesforce
9633003,,MOONSIK Park,,,pmssmiley@gmail.com,,List import
9638131,,Elizabeth Vandenberg,,,vandenbe@nspension.ca,,List import
11082436,Inactive Investor,Nicole Simoni,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",nicole.d.simoni@ampf.com,,Salesforce
10875244,Inactive Investor,Paul Fenley,,State Farm VP Management Corp. Grand Forks ND 2750 S 26th St,,,Salesforce
10767841,Inactive Investor,Paul Kronlokken,Portfolio Manager;Principal,"Palisade Asset Management, LLC",pkronlokken@palisadeam.com,,Salesforce
10646313,,Pamela Owens,,,pamela.owens@prudential.com,,List Import
11176665,Inactive Investor,Jacob Heisler,Wealth Advisor,"Beacon Pointe Advisors, LLC Scottsdale AZ 14350 N 87th St",jheisler@beaconpointe.com,,Salesforce
10845454,Inactive Investor,Jamie Lloyd,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",jamie.lloyd@wellsfargo.com,,Salesforce
9574286,,seyed qasem,,,mousavisaberqasem@gmail.com,,List import
11042141,Inactive Investor,John Terrell,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Punta Gorda FL 10001 Burnt Store Rd",john.terrell@wellsfargo.com,,Salesforce
10983439,Inactive Investor,Gilma Hernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Crofton MD 2001 Davidsonville Rd",gilma.hernandez@ml.com,,Salesforce
10970004,Inactive Investor,Lidisis Machin,Senior Compliance Advisor,"Raymond James & Associates, Inc.",lidisis.machin@raymondjames.com,,Salesforce
10967728,Inactive Investor,Sebastian Meyer,,Fidelity Brokerage Services LLC,,,Salesforce
10830660,Inactive Investor,Mary Martha Pickens,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",,,Salesforce
11172871,Inactive Investor,Misan Wiles,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mill SC 115 Tom Hall St",,,Salesforce
11207956,Inactive Investor,Melissa Keese,,"Raymond James Financial Services, Inc. Colorado Springs CO 5725 Mark Dabling Blvd",melissa.keese@raymondjames.com,,Salesforce
10890515,Inactive Investor,Royan Ramkissoon,Senior Wealth Relationship Manager,Citigroup Global Markets Inc. Hastings on Hudson NY 65 Main St,royan.ramkissoon@citi.com,,Salesforce
9645844,,Marc Lieberman,,,marclieberman@gmail.com,,List import
10976780,Inactive Investor,Jake Cohen,Investment Manager,Creative Planning San Diego CA 3111 Camino del Rio N,jake.cohen@creativeplanning.com,,Salesforce
11035642,Inactive Investor,Spencer Roe,Financial Advisor,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",spencer.roe@rbc.com,,Salesforce
11126018,Inactive Investor,John Wilkinson,Investment Specialist,"TIAA-CREF Individual & Institutional Services, LLC Portland ME 4 City Ctr",jwilkinson@tiaa.org,,Salesforce
11120416,Inactive Investor,Valerie Ducey,,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",valerie.ducey@nm.com,,Salesforce
10849158,Inactive Investor,Julia Catuara,,NYLIFE Securities LLC Columbia MD 5850 Waterloo Rd,jacatuara@ft.newyorklife.com,,Salesforce
10995558,Inactive Investor,William Skiles,Investment Advisor,"Capital Investment Advisors, LLC Englewood CO 8101 E Prentice Ave",,,Salesforce
217679,,E. B. Lyda,,[Unknown],eblyda52@gmail.com,,
9596463,,MICK MAK,,,marrkk0223@gmail.com,,List import
11054108,Inactive Investor,Dana Moon,,The Huntington Investment Company Streetsboro OH 9240 Market Square Dr,dana.moon@huntington.com,,Salesforce
9602273,,Clayton Saliba,,,c.saliba@duality.health,,List import
11050991,Inactive Investor,Anthony Dgien,,State Farm VP Management Corp. Montoursville PA 1050 Broad St,,,Salesforce
10771350,Inactive Investor,David Ranaudo,,Maxim Group LLC,dranaudo@maximgrp.com,,Salesforce
11197683,Inactive Investor,Clifford Montgomery,,Vanguard Marketing Corporation,clifford_montgomery@vanguard.com,,Salesforce
10783917,Inactive Investor,Timothy Reid,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,timothy.reid@jpmorgan.com,,Salesforce
342750,,Elizabeth Liew,Director,Van Liew Capital Inc,elizabeth.liew@ubs.com,401-272-2510,Manual List Upload
182969,,Warren Nung,,[Unknown],chunlow@gmail.com,,
10612095,,Huntington Simmons,"Associate Vice President, Financial Advisor, Portfolio Manager",,huntington.simmons@morganstanley.com,,List Import
11114890,Inactive Investor,Alicia Zmuda,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",azmuda@truist.com,,Salesforce
11187055,Inactive Investor,Ligia Downing,,Santander Securities LLC New Bedford MA 585 Allen St,ligia.downing@santander.us,,Salesforce
141474,,Jackson Pryor,,Ryan,pryorjackson@gmail.com,(678) 544-7098,Paid Social
9547499,,GOLAM Saroar,,,chefsaroarbd@gmail.com,,List import
9605955,,Caroline Ratliff,,,careratliff@gmail.com,,List import
9644414,,marek markus,,,sapfscm@gmail.com,,List import
196748,,Cary McMillan Keller,,[Unknown],carymkeller@gmail.com,,source
10828061,Inactive Investor,Kevin Bostock,Financial Advisor,Edward Jones Kalispell MT 24 1st Ave E,kevin.bostock@edwardjones.com,,Salesforce
2744726,,John Doe,,,alt.g9-5orykovr@yopmail.com,,
9623787,,Guillermo Grau,,,gorillacrypto@protonmail.com,,List import
11140574,Inactive Investor,Peter Burchell,Senior Vice President - Wealth Management,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,peter.burchell@ubs.com,,Salesforce
11002395,Inactive Investor,Ryan Cullinan,,"Northwestern Mutual Investment Services, LLC Portsmouth NH 30 International Dr",ryan.cullinan@nm.com,,Salesforce
11163787,Inactive Investor,John Nowicki,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10657828,,Tejal Shah,,,tejal.x.shah@chase.com,,List Import
10784487,Inactive Investor,James Froman,Wealth Advisor,LPL Financial LLC San Diego CA 7922 Entrada de Luz W,jim.froman@lpl.com,,Salesforce
11114856,Inactive Investor,Kevin Jones,Regional President,The Huntington Investment Company Columbus OH 800 High St,kevin.jones@huntington.com,,Salesforce
9565277,,Kevin Flynn,,,kevin.flynn@lpl.com,,List import
9541242,,Danny Park,,,voguejd@naver.com,,List import
34359,,Timothy McLean,Financial Consultant,"Synovus Securities, Inc.",timmclean@synovus.com,,
10954240,Inactive Investor,Christine Hatch,,"Osaic Wealth, Inc. Delray Beach FL 14816 Enclave Lakes Dr",,,Salesforce
11042887,Inactive Investor,George Arrivas,Financial Advisor,Edward Jones Danville CA 3860 Blackhawk Rd,george.arrivas@edwardjones.com,,Salesforce
11196466,Inactive Investor,Christine Haase,,LPL Financial LLC Waterford CT 124 Boston Post Rd,christine.haase@lpl.com,,Salesforce
10890861,Inactive Investor,Teresa Tracey,Chief Financial Officer;Corporate Secretary;Regulatory Contact;Secretary;Treasurer;Vice President,Monarch Capital Management Inc,ttracey@monarchcapitalmgmt.com,,Salesforce
10765302,Inactive Investor,Francis Thomas,,"Capital Investment Group, Inc. Matthews NC 624 Matthews Mint Hill Rd",,,Salesforce
11055907,Inactive Investor,Patrick Parker,,State Farm VP Management Corp. Pooler GA 930 Morgans Corner Rd,,,Salesforce
10954422,Inactive Investor,Gregory Gussio,,LPL Financial LLC Madison MS 223 Key Dr,gregory.gussio@lpl.com,,Salesforce
11158597,Inactive Investor,Jacob King,Partner;Regulatory Contact;Wealth Manager,Beaird Harris,jacobk@bh-co.com,,Salesforce
10940819,Inactive Investor,Kelly Finley,Financial Advisor,Edward Jones San Antonio TX 3010 N Loop 1604 W,kelly.finley@edwardjones.com,,Salesforce
11142984,Inactive Investor,Jennifer Montoya,,J.P. Morgan Securities LLC New Braunfels TX 690 S Walnut Ave,jennifer.montoya@jpmorgan.com,,Salesforce
10947807,Inactive Investor,Russell Lichty,,"Cambridge Investment Research, Inc. Mukilteo WA 8490 Mukilteo Speedway",,,Salesforce
11046176,Inactive Investor,Ava Gaines,,Lazard Asset Management Securities LLC,ava.gaines@lazard.com,,Salesforce
10822972,Inactive Investor,Michael Farnham,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Saint Marys GA 96 Lakeshore Dr",michael.2.farnham@ampf.com,,Salesforce
10243535,,Leighton Phillips,,,lppmyst@gmail.com,,Web Form Fillout
9588011,,John Bird,,,jbird@albionfinancial.com,,List import
9550629,,Brian Horner,,,bhorner@ayco.com,,List import
234415,, -,,[[Unknown]],khnemu@protonmail.ch,,
11178544,Inactive Investor,Brian Artus,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brian.artus@fidelity.com,,Salesforce
10760878,Inactive Investor,Christian Comberg,Director - Investments,"Stifel, Nicolaus & Company, Incorporated Charlottesville VA 1759 Worth Park",combergc@stifel.com,,Salesforce
11044978,Inactive Investor,Benjamin Gotfried,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Stamford CT 1266 E Main St",benjamin.gotfried@equitable.com,,Salesforce
10842190,Inactive Investor,Emmanuel Betinis,Financial Advisor,"Wells Fargo Clearing Services, LLC Shakopee MN 1156 Vierling Dr E",emmanuel.betinis@wellsfargoadvisors.com,,Salesforce
10864256,Inactive Investor,Scott Holmes,,LPL Financial LLC Laguna Niguel CA 28202 Cabot Rd,,,Salesforce
11176738,Inactive Investor,Victor Morales,,"Next Financial Group, Inc. Miami Beach FL 5730 Alton Rd",,,Salesforce
11034065,Inactive Investor,Dustin Lukehart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10885450,Inactive Investor,Samuel Lourie,Investment Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9544027,,Alvin Jogasudia,,,alvinjogasuria@gmail.com,,List import
10967895,Inactive Investor,Jarod Matlock,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10876301,Inactive Investor,Gaurav Sharma,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,gaurav.sharma@jpmorgan.com,,Salesforce
338639,,Jay Eisner,Limited Partner,"Lem Capital, L.p.",eisner@lemcapital.com,215-557-9600,Manual List Upload
10906252,Inactive Investor,Brian Langenkamp,Investment Advisor,"Zacks Investment Management, Inc. Chicago IL 1 S Wacker Dr",brian.langenkamp@zacks.com,,Salesforce
10790054,Inactive Investor,William Kohn,Branch Director;Vice President - Private Client Group,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",bill.kohn@rbc.com,,Salesforce
11018319,Inactive Investor,Andrew Sabin,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",andrew.sabin@wellsfargoadvisors.com,,Salesforce
11043892,Inactive Investor,Randy Walker,,"Farmers Financial Solutions, LLC Longview WA 1801 1st Ave",rwalker3@farmersagent.com,,Salesforce
9583029,,Scott Rappoport,,,srappoport@chadlersolutions.com,,List import
10845735,Inactive Investor,Shawn Millerick,,Cetera Advisor Networks LLC Concord NH 6 Loudon Rd,shawn.millerick@ceterawealth.com,,Salesforce
11128466,Inactive Investor,Joanne Lam,Investment Advisor,"Osaic Wealth, Inc. New York NY 310 Riverside Dr",,,Salesforce
10832230,Inactive Investor,Robert Allen,,Lincoln Investment Vineland NJ 630 S Brewster Rd,ballen@lincolninvestment.com,,Salesforce
9640605,,Paz Dhody,,,pazdhody@gmail.com,,List import
11105712,Inactive Investor,Adam Sinoff,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",adam.p.sinoff@nm.com,,Salesforce
10895442,Inactive Investor,Ngan Cheng,Financial Advisor;Wealth Advisor,LPL Financial LLC Buffalo NY 925 Elmwood Ave,kathy.cheng@lpl.com,,Salesforce
10846789,Inactive Investor,Carter Garbutt,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,carter_garbutt@vanguard.com,,Salesforce
11005301,Inactive Investor,Thomas Mcconnell,Financial Advisor,Edward Jones Tucson AZ 10445 N Oracle Rd,thomas.mcconnell@edwardjones.com,,Salesforce
10971856,Inactive Investor,Matthew Burdett,,Thornburg Securities Corporation,mburdett@thornburg.com,,Salesforce
10999845,Inactive Investor,Sharon Davis,,NYLIFE Securities LLC San Diego CA 7922 Entrada de Luz W,sdavis1@ft.newyorklife.com,,Salesforce
10840089,Inactive Investor,Leonel Aceituno,,"U.S. Bancorp Advisors, LLC San Diego CA 530 B St",leonel.aceituno@unionbank.com,,Salesforce
11202387,Inactive Investor,Samuel Kaplowitz,Investment Advisor;Vice President,"Breachway Investments, LLC",,,Salesforce
11060964,Inactive Investor,Adam Dekel,Financial Advisor,Edward Jones Miami FL 9130 S Dadeland Blvd,adam.dekel@edwardjones.com,,Salesforce
11158606,Inactive Investor,Ryan Vermillion,Chief Compliance Officer;Manager;Managing Partner,Vermillion & White Wealth Management Group,rvermillion@vwwgroup.com,,Salesforce
11099514,Inactive Investor,Phillip Walker,Director;President;Regulatory Contact,Tony Walker Financial,tony@tonywalkerfinancial.com,,Salesforce
11121427,Inactive Investor,Pamela Stoll,,J.P. Morgan Securities LLC Summit NJ 69 Summit Ave,pam.s.stoll@chase.com,,Salesforce
69443,,David Frank,"Founder, Planner",Turning Point Financial Life Planning,dave@turningpointhq.com,,
10791673,Inactive Investor,Shane Cooney,Senior Vice President - Investments,"Raymond James & Associates, Inc. Mason City IA 10 N Washington Ave",shane.cooney@raymondjames.com,,Salesforce
350610,,Donna Knoles,Member,"Wealth Dimensions Group, Ltd.",dknoles@wealthdimensions.com,513-554-6000,Manual List Upload
10912460,Inactive Investor,Caren Adams,,"Allstate Financial Services, LLC Fontana CA 7950 Cherry Ave",carenadams@allstate.com,,Salesforce
10833201,Inactive Investor,Brian Amundson,,Morgan Stanley Green Bay WI 111 N Washington St,brian.amundson@morganstanley.com,,Salesforce
10785765,Inactive Investor,David Garcia,Executive Director;Team Lead,J.P. Morgan Securities LLC Las Vegas NV 1980 Festival Plaza Dr,david.i.garcia@jpmorgan.com,,Salesforce
11151092,Inactive Investor,Benjamin Rath,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",benjamin.rath@tiaa.org,,Salesforce
10891298,Inactive Investor,Troy Thomas,Financial Advisor,Edward Jones Guthrie OK 2108 S Division St,troy.thomas@edwardjones.com,,Salesforce
10961104,Inactive Investor,Emily Dafferner,Financial Analyst;Financial Planner,"Reliant Investment Management, LLC",edafferner@reliantllc.com,,Salesforce
9578801,,Kenneth Sledge,,,ken.sledge@lfg.com,,List import
10970240,Inactive Investor,Dylan Neve,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
3672414,,[Unknown],,,bob.fitzsimmons@wedbush.com,,List Import
10920837,Inactive Investor,Lisa Murray,,"Osaic Wealth, Inc. Batesville IN 1214 State Road 229",,,Salesforce
11056411,Inactive Investor,John Brucato,,PFS Investments Inc. Houston TX 738 Hwy 6 S,jbrucato@primerica.com,,Salesforce
10978935,Inactive Investor,Carter Kranz,,"Hornor, Townsend & Kent, LLC Grover Beach CA Private Residence",ckranz@htk.com,,Salesforce
3556642,,Rocco Dilucchio,,,thinktanktrading@aol.com,,Web form fillout
10612589,,Anthony Palumbo,"Financial Advisor, Managing Director",,anthony.palumbo@ampf.com,,List Import
10975912,Inactive Investor,Kaitlin Lambert,,Trek Financial Albuquerque NM 320 Osuna Rd NE,,,Salesforce
9571149,,Wayne Stella,,,wayne.stella@pnc.com,,List import
11123581,Inactive Investor,Josh Palestine,Financial Advisor,"Ameriprise Financial Services, LLC Matawan NJ 14 Cliffwood Ave",josh.e.palestine@ampf.com,,Salesforce
10984217,Inactive Investor,Marco Leyte Coyote,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,mleyte-coyote@primerica.com,,Salesforce
11157882,Inactive Investor,Ronald Raimondi,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ronald_raimondi@vanguard.com,,Salesforce
110500,Inactive Investor,Norman Steinberg,Portfolio Manager,"The Colony Group, LLC",nsteinberg@thecolonygroup.com,1-561-750-0800,Database Upload
9542482,,Bradford Sandler,,,bsandle_1122@yahoo.com,,List import
11172474,Inactive Investor,Christopher Padrick,,"Great Valley Advisor Group, Inc. Stuart FL 2440 SE Federal Hwy",cpadrick@greatvalleyadvisors.com,,Salesforce
10996302,Inactive Investor,William Robbins,Principal,Pacific Horizon Investment Management LLC,william@pacifichorizon.com,,Salesforce
10796679,Inactive Investor,John Rhoads,,United Planners' Financial Services of America A Limited Partner Reno NV 3708 Lakeside Dr,jerhoads@unitedplanners.com,,Salesforce
10996459,Inactive Investor,Kevin Quinn,,"Mesirow Financial, Inc.",kquinn@mesirowfinancial.com,,Salesforce
10771756,Inactive Investor,Bryan Fail,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10839248,Inactive Investor,Vinh Tran,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,vinh.d.tran@jpmorgan.com,,Salesforce
10980689,Inactive Investor,Justinn Steffe,Chief Executive Officer;Founder;Owner,Treo Financial,jsteffe@treo-financial.com,,Salesforce
10940318,Inactive Investor,Maria Lubelec,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,maria.lubelec@primerica.com,,Salesforce
10790724,Inactive Investor,Stefanie Scarp,Financial Advisor,"U.S. Bancorp Investments, Inc. Downers Grove IL 2201 63rd St",stefanie.scarp@usbank.com,,Salesforce
10841832,Inactive Investor,Jessie Palisin,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",jessie.palisin@ml.com,,Salesforce
11046527,Inactive Investor,Akash Sahay,,Goldman Sachs & Co.,,,Salesforce
10987411,Inactive Investor,Tiffany Wolf,,J.P. Morgan Securities LLC Marysville MI 2425 Gratiot Blvd,,,Salesforce
10766253,Inactive Investor,Patrick Guarnieri,Senior Vice President,UBS Financial Services Inc. Bethesda MD 7700 Wisconsin Ave,patrick.guarnieri@ubs.com,,Salesforce
9556634,,Queenie Pang,,,hiuyan_pang@hotmail.com,,List import
10963949,Inactive Investor,Andreea Dumitru,Premier Banker,"Wells Fargo Clearing Services, LLC Eau Claire WI 2910 Mall Dr",andreea.dumitru@wellsfargo.com,,Salesforce
10658334,,Michael Georgalas,,,michael.georgalas@fidelity.com,,List Import
10881775,Inactive Investor,Antonio Kwok,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member;President,"AK Global Asset Management, LLC",antonio.kwok@akglobalusa.com,,Salesforce
10881097,Inactive Investor,Troy Lemer,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,troy.lemer@fmr.com,,Salesforce
9623492,,Jonathan Newbold,,,jknewbol@ncsu.edu,,List import
11030721,Inactive Investor,Keith Willey,,"J.W. Cole Financial, Inc. Minneapolis MN 7400 Metro Blvd",,,Salesforce
11103816,Inactive Investor,Ann Rich,,LPL Financial LLC Orwigsburg PA 100 W Market St,ann.rich@lpl.com,,Salesforce
10816945,Inactive Investor,Thomas Reardon,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Norwood MA 501 Boston Providence Tpke",thomas.l.reardon@ampf.com,,Salesforce
10850447,Inactive Investor,Faiz Khoja,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Elkhart IN 200 Nibco Pkwy",faiz.khoja@stifel.com,,Salesforce
10909658,Inactive Investor,Jillian Bowman,,"Fifth Third Securities, Inc. Hilliard OH 5079 Cemetery Rd",jillian.bowman@53.com,,Salesforce
10908336,Inactive Investor,Austin Lentz,Financial Advisor,Park Avenue Securities LLC Saint Petersburg FL 735 Arlington Ave N,austin_lentz@glic.com,,Salesforce
108733,,Donald Seal,,Paul MacPilly,wigbiller@gmail.com,(214) 850-1768,
11110601,Inactive Investor,Nathan Smart,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",nathan.smart@wellsfargoadvisors.com,,Salesforce
125042,,David Baker,Managing Member,"Legacy Investment Partners, Llc",dbaker@legacyip.com,913-696-1550,Manual List Upload
9590854,,James Young,,,morrisyounh83@gmail.com,,List import
10645189,,James Veenstra,,,jimveenstra@cambridgesecure.com,,List Import
11167445,Inactive Investor,Jennifer Hoffman,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,jennifer.hoffman@morganstanley.com,,Salesforce
240595,,Alex Kalinowski,"Vice President, ETF Capital Markets",T. Rowe Price,alex.kalinowski@troweprice.com,,Event
11089686,Inactive Investor,Jessica Martinez,,J.P. Morgan Securities LLC Hollywood FL 14916 Pines Blvd,jessica.martinez@jpmorgan.com,,Salesforce
10816319,Inactive Investor,Penney Gagne,Senior Client Associate,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",penney.gagne@wellsfargoadvisors.com,,Salesforce
9552061,,Rory Blake,,,r.blake@amlp.com,,List import
11068563,Inactive Investor,Eric Oberg,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",eric.p.oberg@nm.com,,Salesforce
9606965,,Tierney Werner,,,twerner@grglancaster.com,,List import
10777080,Inactive Investor,James Bonderer,Financial Advisor,Edward Jones Chillicothe MO 2003 Strategy Ln,jim.bonderer@edwardjones.com,,Salesforce
11231771,Inactive Investor,William Hermanek,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
10925737,Inactive Investor,Joshua Wokurka,,Cetera Advisor Networks LLC Chicago IL 203 N la Salle St,,,Salesforce
11176235,Inactive Investor,Mark Dunn,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",mark.dunn@schwab.com,,Salesforce
10616454,,Steven Weil,,,steven.weil@opco.com,,List Import
10857068,Inactive Investor,Linda Reall,,"Cambridge Investment Research, Inc. Hartville OH 1011 Edison St NW",,,Salesforce
9631506,,Ethan Lee,,,junthecj@gmail.com,,List import
10884202,Inactive Investor,Lester De Peralta,Senior Financial Advisor,"CUSO Financial Services, L.P. Honolulu HI 1226 College Walk",ldeperalta@cusonet.com,,Salesforce
10488285,,Jonathan Thomas,"Chief Compliance Officer, Chief Investment Officer, Managing Partner, Regulatory Contact",Park Cities Advisors LLC,athomas@parkcitiesmgmt.com,,List Import
11127308,Inactive Investor,Michael Techmeyer,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,michael.techmeyer@primerica.com,,Salesforce
11091444,Inactive Investor,Jennifer Reynolds,,"FinTrust Brokerage Services, LLC Anderson SC 128 E Benson St",jreynolds@fintrustadvisors.com,,Salesforce
9558622,,Jamie Weems,,,jamie.weems@marinerwealthadvisors.com,,List import
10933590,Inactive Investor,Daljit Jagtiani,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,daljit_jagtiani@glic.com,,Salesforce
11122648,Inactive Investor,Jeffrey Crawmer,Financial Professional;Financial Services Consultant,"Equitable Advisors, LLC Peoria IL 901 W Glen Ave",jeffrey.crawmer@equitable.com,,Salesforce
9604192,,angelinarkys als,,,angelinarkys@gmail.com,,List import
11086060,Inactive Investor,Daniel Green,Financial Advisor,Edward Jones Milwaukee WI 11616 W North Ave,daniel.green@edwardjones.com,,Salesforce
9565902,,John Duchaine,,,jduchaine@gwnsecurities.com,,List import
11121990,Inactive Investor,Nicholas Srnka,,"Equitable Advisors, LLC Erie PA 100 State St",nicholas.srnka@equitable.com,,Salesforce
10945749,Inactive Investor,Lauren McGill,,Edward Jones Glen Carbon IL 9 Ginger Creek Vlg,,,Salesforce
11217728,,Luke Merry,,,lmerry@commonwealth.com,,List Import
10803793,Inactive Investor,Matthew Derado,Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",matthew.j.derado@ampf.com,,Salesforce
11071651,Inactive Investor,Anthony Cisek,,"J.W. Cole Financial, Inc. Jupiter FL 550 Heritage Dr",,,Salesforce
10932284,Inactive Investor,Gina Giese,,LPL Financial LLC Buffalo NY 80 Holtz Dr,gina.giese@lpl.com,,Salesforce
10962217,Inactive Investor,Steven Oroho,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10798620,Inactive Investor,Matthew Hentzen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",matthew.hentzen@schwab.com,,Salesforce
352512,,Jonathan Dever,"Head, Financial Services Investment Banking",Medalist Partners Corporate Finance Llc,jdever@jmpsecurities.com,678-392-3150,Manual List Upload
11050165,Inactive Investor,Joshua Crame,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,,,Salesforce
11071915,Inactive Investor,Benjamin Ducharme,,J.P. Morgan Securities LLC Rochester MI 25 Barclay Cir,,,Salesforce
11011128,Inactive Investor,Jill Leonard,,State Farm VP Management Corp. Marquette MI 3226 US Hwy 41 W,jill.leonard.elxy@statefarm.com,,Salesforce
9563025,,Rama Kirsten,,,rredpill@gmail.com,,List import
81107,,Nathan Raabe,Chief Compliance Officer,Mcmill Cpa And Advisors,nathan@cbfwealthfirm.com,402-371-1160,
11096917,Inactive Investor,Sonja Shuler,,PFS Investments Inc. Rock Hill SC 208 W Black St,sonja.shuler@primerica.com,,Salesforce
10789039,Inactive Investor,David Westphal,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",david.westphal@wellsfargoadvisors.com,,Salesforce
10914796,Inactive Investor,Paul Matheson,,"Osaic Wealth, Inc. Wakefield MA 500 Edgewater Dr",,,Salesforce
8480436,,Jeff Euting,,Pyxis Financial Planning,jeff@pyxisfinancialplanning.com,,List import
10903679,Inactive Investor,Adam Oerther,Vice President,B&C Financial Advisors,adam@bandcfinancial.com,,Salesforce
9599534,,Tim Zandbergen,,,tzandbergen@fmncc.com,,List import
6073,, -,,[[Unknown]],kshudson74@gmail.com,,Initial Salesforce Import
10926427,Inactive Investor,Christopher Capalbo,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,christopher.capalbo@fmr.com,,Salesforce
10898206,Inactive Investor,Whitney Clark,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,whitney.clark@fidelity.com,,Salesforce
11017183,Inactive Investor,Kameron Sumrall,,"Frost Brokerage Services, Inc.",kameron.sumrall@frostbank.com,,Salesforce
11131967,Inactive Investor,Sciandra Julianne,Chief Compliance Officer;Member,"Capital Financial Advisors of New York, LLC",julie.sciandra@cfany.com,,Salesforce
10595455,,Andrew Urbanski,,,andrewurbanski@yahoo.com.au,,Web Form Fillout
11079663,Inactive Investor,Mckenzie Lee,Financial Advisor,Edward Jones Midland MI 2009 W Wackerly St,mckenzie.lee@edwardjones.com,,Salesforce
9573098,,Allen Keel,,,allen.keel@surveyor-capital.com,,List import
10937606,Inactive Investor,Jon Strine,Financial Advisor,LPL Financial LLC Spokane WA 421 W Riverside Ave,jon.strine@lpl.com,,Salesforce
11160756,Inactive Investor,Stanislav Alemaskin,,Vanguard Marketing Corporation,stanislav_alemaskin@vanguard.com,,Salesforce
9549931,,Daniel Schorr,,,dschorr@telemetry-investments.com,,List import
10836321,Inactive Investor,Giuseppe Mancini,Financial Advisor,"Ameriprise Financial Services, LLC Southington CT 100 Queen St",giuseppe.x.mancini@ampf.com,,Salesforce
11160967,Inactive Investor,Jackson Borovansky,,"W&S Brokerage Services, Inc. Youngstown OH 320 S Canfield Niles Rd",,,Salesforce
10849616,Inactive Investor,Joseph Araneo,,"Osaic Wealth, Inc. Rockville Centre NY 41 Front St",,,Salesforce
10551437,,Test Milan Vojnovič,,,email@subdomain.domain.com,,Web Form Fillout
10903995,Inactive Investor,James Wilkes,Private Client Advisor,J.P. Morgan Securities LLC Hackettstown NJ 227 Mountain Ave,james.wilkes@jpmorgan.com,,Salesforce
11153070,Inactive Investor,John Daly,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,john.p.daly@ubs.com,,Salesforce
9567356,,Ernest Odinec,,,eodinec@sol-capital.com,,List import
235673,, -,,[[Unknown]],jerralsmith@gmail.com,,
10867698,Inactive Investor,David Kincannon,,State Farm VP Management Corp. Stephenville TX 251 N Harbin Dr,david.kincannon.b4n1@statefarm.com,,Salesforce
11021591,Inactive Investor,Joshua Hoffman,Financial Solutions Advisor,PNC Investments Frederick MD 9 Monocacy Blvd,,,Salesforce
10944288,Inactive Investor,Robert Mcdonald,,"J.W. Cole Financial, Inc. Panama City Beach FL Private Residence",,,Salesforce
10977932,Inactive Investor,Helen Thomas,,"First Citizens Investor Services, Inc. Monroe NC 111 E Jefferson St",helen.thomas@firstcitizens.com,,Salesforce
332768,,Craig Seidler,,BSW Wealth Partners,craig@bsw.com,,
9632077,,Luiz Pereira,,,dimaria59@gmail.com,,List import
10837488,Inactive Investor,Brian Thelen,Investment Advisor Representative,"Osaic Wealth, Inc. Miami FL 7721 SW 62nd Ave",bthelen@royalallianceadvisors.com,,Salesforce
10881734,Inactive Investor,John Podleski,,"American Portfolios Financial Services, Inc. Rochester NY 2590 Brighton Henrietta Town Line Rd",jpodleski@americanportfolios.com,,Salesforce
11070488,Inactive Investor,Kevin Stein,,"Northwestern Mutual Investment Services, LLC Mount Pleasant MI 114 E Broadway St",,,Salesforce
10986141,Inactive Investor,Jason Lawrence,,"Horace Mann Investors, Inc.",jason.lawrence@horacemann.com,,Salesforce
215396,,anmin yao,,[Unknown],yaoanmin@hotmail.com,,source
11128747,Inactive Investor,Sarah Chatt,,"Geneos Wealth Management, Inc. Blair NE 1904 South St",,,Salesforce
11009489,Inactive Investor,Matthew Trewin,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,mtrewin@ft.newyorklife.com,,Salesforce
10770549,Inactive Investor,Jennifer Davies,Senior Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,jennifer.davies@msgraystone.com,,Salesforce
339631,,Michael Tym,Managing Director,Ponder Investment Co,mtym@ponderco.com,615-690-5541,Manual List Upload
10795071,Inactive Investor,Fanie Gouws,Chief Compliance Officer;Founder;Managing Member;Principal,Gouws Capital LLC,fanie@gouwscapital.com,,Salesforce
11056389,Inactive Investor,Michel Scheinmann,Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,michel_scheinmann@glic.com,,Salesforce
11064810,Inactive Investor,Thomas Jarboe,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Lexington KY 998 Governors Ln",macjarboe@financialguide.com,,Salesforce
123940,,Catherine Bearce,,Integrated Wealth Concepts Llc,catherine.bearce@lpl.com,617-800-0388,
10774291,Inactive Investor,Donald Chapman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hickory NC 200 1st Ave NW",donald.chapman@rbc.com,,Salesforce
10765877,Inactive Investor,Laura Urban,Financial Advisor,Edward Jones Enumclaw WA 1731 Cole St,laura.borg@edwardjones.com,,Salesforce
9637840,,Jaime Jasso,,,jaime.jasso@laredofire.com,,List import
11210477,Inactive Investor,David Moseley,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 5420 Wade Park Blvd",david.moseley@ampf.com,,Salesforce
374313,,Richard Reed,,,rich.reed@gmail.com,510-821-1621,Salesforce
10510957,,Tanay Jain,,,9.teea.9@gmail.com,,Web Form Fillout
10795969,Inactive Investor,Peter Lucina,,"LaSalle St Securities, L.L.C.",plucina@lasallest.com,,Salesforce
231575,, -,,[[Unknown]],junsan@yahoo.com,,
11166422,Inactive Investor,Aaron Langston,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Katy TX 6801 S Fry Rd",aaron.langston@ml.com,,Salesforce
10796710,Inactive Investor,Robert Benton,Financial Advisor,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,robert.benton@lplfinancial.com,,Salesforce
11036484,Inactive Investor,Jonathan Morton,,NYLIFE Securities LLC Manchester NH 1155 Elm St,,,Salesforce
10766230,Inactive Investor,Scott Tobin,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",scott.tobin@ml.com,,Salesforce
11223096,,Justin Hod,,,jhod@swmgrp.com,,List Import
11043505,Inactive Investor,Sean Navin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",sean.navin@ml.com,,Salesforce
226259,,Cody -,,Na,rustyredbarn@yahoo.com,,Initial Salesforce Import
9557227,,Anthony Knaubert,,,tony.knaubert@transamerica.com,,List import
11203190,Inactive Investor,Stephen Dolan,Advisor,"Moneta Group Investment Advisors, LLC",sdolan@monetagroup.com,,Salesforce
11238894,Inactive Investor,Jake Lenett,,"IEQ Capital, LLC",jlenett@ieqcapital.com,,Salesforce
11203546,Inactive Investor,John Schnitzler,,State Farm VP Management Corp. Cincinnati OH 7397 Main St,johnschnitzler@statefarm.com,,Salesforce
10836237,Inactive Investor,Jerry Wilk,,Sigma Financial Corporation Irvine CA 2338 Scholarship,,,Salesforce
11109778,Inactive Investor,Mark Monninger,Financial Advisor,LPL Financial LLC Rockville MD 6231 Executive Blvd,mark.monninger@lpl.com,,Salesforce
9644637,,Vishal Khanduja,,,vkhanduja@calvert.com,,List import
11021165,Inactive Investor,Calvin Grisham,,J.P. Morgan Securities LLC Shady Cove OR 22050 Hwy 62,calvin.grisham@jpmorgan.com,,Salesforce
10815805,Inactive Investor,Robert Lee,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",bob.lee@nm.com,,Salesforce
11019804,Inactive Investor,Leah Olson,,J.P. Morgan Securities LLC Mishawaka IN 5315 N Main St,leah.olson@chase.com,,Salesforce
11064938,Inactive Investor,Thao Nguyen,Private Banker,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10888753,Inactive Investor,Kevin Stokes,,NYLIFE Securities LLC Springfield MO 3250 E Sunshine St,kstokes@ft.newyorklife.com,,Salesforce
11014556,Inactive Investor,Andrew Schroeder,Support Advisor,Thrivent Investment Management Inc. Charlotte NC 7140 Misty Morn Dr,andrew.schroeder@thrivent.com,,Salesforce
11206136,Inactive Investor,Carole Sarson,Financial Advisor;Financial Planner,LPL Financial LLC Belvidere NJ Private Residence,carole.sarson@lpl.com,,Salesforce
11222167,,Thomas Bevington,,,tbevington@matterfamilyoffice.com,,List Import
144721,,Francis Quinn,,[Unknown],fpatrickquinn@gmail.com,,source
10948359,Inactive Investor,Callen Vander May,,"Raymond James Financial Services, Inc. Wayne NJ 502 Valley Rd",callen.vander-may@raymondjames.com,,Salesforce
11239168,Inactive Investor,Jeffrey Gratton,,Cetera,grattonj@ceteranetworks.com,,Salesforce
353369,,Bill Marvel,Managing Director & Portfolio Manager,"Baldwin Brothers, LLC",bmarvel@baldwin-llc.com,(508) 748-0800,List Import
9612582,,Alexander Rhodes,,,arhodes@intrinsicedge.com,,List import
9644643,,Sonia Meskin,,,sonia.meksin@gmail.com,,List import
9637395,,Arturo Resa,,,franklyjosh16@gmail.com,,List import
10969391,Inactive Investor,Olivia Rice,,"Osaic Wealth, Inc. Seattle WA 200 W Mercer St",,,Salesforce
11119113,Inactive Investor,Kathy Mohn,,LPL Financial LLC Allentown PA 1620 W Highland St,kathy.mohn@lpl.com,,Salesforce
10856781,Inactive Investor,Matthew Meagher,,"Cadaret, Grant & Co., Inc. Johnson City NY 800 Valley Plz",mmeagher@ae.cadaretgrant.com,,Salesforce
9567428,,payam rah,,,payam.rahimian@gmail.com,,List import
235631,, -,,[[Unknown]],yuhe6702@uni.sydney.edu.au,,Organic Search
11056659,Inactive Investor,Terecia Curry,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,tcurry@primerica.com,,Salesforce
10807093,Inactive Investor,Brett Rich,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brett.rich@fidelity.com,,Salesforce
9560033,,Matthew Crimmings,,,matthew.crimmings@fidelity.com,,List import
11186993,Inactive Investor,Blake Bloodsaw,,J.P. Morgan Securities LLC Chicago IL 739 W Madison St,blake.bloodsaw@chase.com,,Salesforce
11230129,Inactive Investor,Kenneth Guidry,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,kaguidry@ft.newyorklife.com,,Salesforce
9575584,,Frank Hoffon,,,fhoffon8455@msn.com,,List import
370813,,Onyebuchi Okenwa,,United States,okenwaonyebuchi103@icloud.com,,Salesforce
11190252,Inactive Investor,Kyler Peterson,Financial Advisor,Edward Jones West Fargo ND 205 Sheyenne St,kyler.peterson@edwardjones.com,,Salesforce
9566362,,Patricia Wynne,,,patricia.wynne@53.com,,List import
11035984,Inactive Investor,Robert Lopez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Chicago IL 6350 N McCormick Rd,robert.s.lopez@chase.com,,Salesforce
9559095,,Michael Creamer,,,michael.creamer@glassjacobsonia.com,,List import
11031557,Inactive Investor,Daniel Sobarzo,,"Ameriprise Financial Services, LLC Houston TX 2 Riverway",daniel.sobarzo@ampf.com,,Salesforce
10936954,Inactive Investor,Christine Farah,Member,"Farah Private Wealth Management, LLC",,,Salesforce
10956848,Inactive Investor,Jeffrey Cerato,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11075382,Inactive Investor,Lance Olson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fargo ND 1142 17th St N",lance.olson@tiaa.org,,Salesforce
11135929,Inactive Investor,Jake Davis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9598417,,Jaeyong shin,,,jayo9912@gmail.com,,List import
11271532,Inactive Investor,Christopher May,,"Kovitz Investment Group Partners, LLC",cmay@kovitz.com,312-334-7300,Salesforce
10820749,Inactive Investor,Sarah Montague,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,sarah.montague@ubs.com,,Salesforce
10966789,Inactive Investor,Dennis Sturdivant,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,dsturdivant@gwnsecurities.com,,Salesforce
10936645,Inactive Investor,Brittney Oakes,,Edward Jones Winter Haven FL 331 W Central Ave,brittney.oakes@edwardjones.com,,Salesforce
9556694,,Barbara Patton,,,barbara.patton@lfg.com,,List import
11150537,Inactive Investor,Mathew O'Brien,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10963593,Inactive Investor,Carsen Cox,,"Principal Securities, Inc.",cox.carsen@principal.com,,Salesforce
11032993,Inactive Investor,Patrick Sullivan,,"Northwestern Mutual Investment Services, LLC Castle Rock CO 115 Wilcox St",,,Salesforce
10911939,Inactive Investor,Travis Eaton,Tax Partner,LPL Financial LLC Austin TX 5920 W William Cannon Dr,,,Salesforce
11027467,Inactive Investor,Jordan Sellers,,J.P. Morgan Securities LLC Mundelein IL 380 Townline Rd,jordan.sellers@jpmorgan.com,,Salesforce
11198098,Inactive Investor,Briana Brown,,MWA Financial Services Inc. Beaver OK 404 Douglas Ave,briana.brown@modern-woodmen.org,,Salesforce
10979020,Inactive Investor,Daniel Sejour,,PFS Investments Inc. Fort Lauderdale FL 5440 N State Road 7,dsejour@primerica.com,,Salesforce
11054977,Inactive Investor,Jeffrey McAvaddy,,"American Portfolios Financial Services, Inc. Seminole FL 10575 68th Ave",jmcavaddy@americanportfolios.com,,Salesforce
10870938,Inactive Investor,Larry Shikles,Principal;Senior Wealth Advisor,Mosaic Family Wealth,larry@mosaicwealth.com,,Salesforce
10967509,Inactive Investor,Noah Loser,,Vanguard Marketing Corporation,noah_loser@vanguard.com,,Salesforce
10618254,,James Michel,,,james.l.michel@wellsfargoadvisors.com,,List Import
9639782,,David Zhu,,,david.zhu@sentry.com,,List import
9542778,,ricardo scaglione,,,disscag@aol.com,,List import
11135974,Inactive Investor,Michael Roberson,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,,,Salesforce
10908016,Inactive Investor,Robin Haywood,,"Register Financial Associates, Inc.",rhaywood@registerfinancial.com,,Salesforce
9625335,,DB Hurley,,,dbhurley@me.com,,List import
9619172,,Dustin Lee,,,dustinn1404@gmail.com,,List import
8958982,,Lev Kostiushko,,,lev.kostiushko@gmail.com,,Web form fillout
148685,,Naseem Inderias,,[Unknown],ninderias@yahoo.com,909-557-4640,
11004894,Inactive Investor,Ray Hamaker,,"Farmers Financial Solutions, LLC Mesa AZ 1423 S Higley Rd",rhamaker@farmersagent.com,,Salesforce
10763391,Inactive Investor,Richard Fletcher,Wealth Advisor,LPL Financial LLC Muncie IN 3100 N Morrison Rd,rick.fletcher@lpl.com,,Salesforce
11112022,Inactive Investor,John Duerr,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 9960 Corporate Campus Dr",john.t.duerr@ampf.com,,Salesforce
11037042,Inactive Investor,Lauro Filio,,"Allstate Financial Services, LLC Plano TX 6521 Preston Rd",larryfilio@allstate.com,,Salesforce
11073055,Inactive Investor,Kyle Pahnke,Financial Advisor,"Harbour Investments, Inc. Middleton WI 2307 Parmenter St",,,Salesforce
10408065,,Cassandra Lippman,,,cassandralippman@aol.com,,Web Form Fillout
9640538,,Richard Moon,,,richard.moon@rpmi.co.uk,,List import
10880731,Inactive Investor,Eric Faurote,Financial Advisor,Edward Jones Omaha NE 4835 Dodge St,eric.faurote@edwardjones.com,,Salesforce
11011066,Inactive Investor,Kade Peterson,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",kade.peterson@equitable.com,,Salesforce
10967753,Inactive Investor,Matthew Guillory,Senior Vice President,"City National Securities, Inc. La Jolla CA 4275 Executive Sq",matthew.guillory@cnb.com,,Salesforce
10836304,Inactive Investor,Adrian Crespo,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,adrian.crespo@ubs.com,,Salesforce
11025437,Inactive Investor,Joseph Simons,Financial Representative,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",joe.simons@nm.com,,Salesforce
9557894,,Jonathan Montgomery,,,chris_montgomery@comcast.com,,List import
10764926,Inactive Investor,Michael Gradowski,Financial Advisor,Morgan Stanley Washington DC 1775 I St NW,michael.gradowski@morganstanley.com,,Salesforce
9554679,,Jeffrey Meislahn,,,meislahn.jeff@principal.com,,List import
10781072,Inactive Investor,Maria Perez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Morristown NJ 225 South St,maria.l.garcia@jpmorgan.com,,Salesforce
10896257,Inactive Investor,Peter Brotherton,Investment Associate,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,peter.brotherton@jpmorgan.com,,Salesforce
10936105,Inactive Investor,Cory Pack,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10782983,Inactive Investor,Elisabet Gravani,,J.P. Morgan Securities LLC Indianapolis IN 8910 US 31 S,elsa.gravani@jpmorgan.com,,Salesforce
10645597,,Dennis Dunleavy,,,dennis.dunleavy@guggenheimfunds.com,,List Import
199518,,Grant Feurer,Investment Advisor,LCM Capital Management Inc,gfeurer@lcmcapital.com,312-705-3013,
10809088,Inactive Investor,Cory Davis,,Goldman Sachs & Co.,cory.davis@gs.com,,Salesforce
218530,,hamid yahya,,[Unknown],zaynabwahman@gmail.com,,Direct
9565351,,Prashanth Dev,,,prashanthharidas@yahoo.co.in,,List import
11217875,,William Alexander,,,william.alexander@lpl.com,,List Import
10905987,Inactive Investor,Foster Langsdorf,,Evercore Group L.L.C.,,,Salesforce
11136349,Inactive Investor,Mark Greenfield,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,mark.greenfield@fidelity.com,,Salesforce
9592027,,Laura millan,,,lauramillan94@hotmail.com,,List import
11125159,Inactive Investor,Siddhartha Nair,,"Wells Fargo Clearing Services, LLC San Francisco CA 557 Castro St",,,Salesforce
11008031,Inactive Investor,Justice Stanton,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",justice.stanton@equitable.com,,Salesforce
337138,,Stephen Bowley,Chief Financial Officer,"Basso Capital Management, L.p.",sbowley@bassocap.com,203-352-6100,Manual List Upload
10993551,Inactive Investor,Ethan Dawson,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11127711,Inactive Investor,Thomas Rutherford,,Fidelity Brokerage Services LLC Johnson City TN 3018 Peoples St,thomas.rutherford@fidelity.com,,Salesforce
11174784,Inactive Investor,Arthur Preiss,,William Blair,arthur@williamblair.com,,Salesforce
11002650,Inactive Investor,Aaron De La Cruz,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10657201,,Richard Coleman,,,rcoleman@financialguide.com,,List Import
11166927,Inactive Investor,Holly Kylen,,Cetera Advisor Networks LLC Lititz PA 524 Front St,,,Salesforce
1987967,,Jason Wong,,[Unknown],tojasonwong@gmail.com,,
236634,, -,,[[Unknown]],politicalidealist1@gmail.com,,
10851570,Inactive Investor,Brandon Bauer,Partner;Wealth Manager,Voisard Asset Management Group,bbauer@voisardgroup.com,,Salesforce
11104096,Inactive Investor,Brian Exelbert,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,brian.r.exelbert@morganstanley.com,,Salesforce
11087732,Inactive Investor,Matthew Greene,Financial Advisor,LPL Financial LLC Covington LA Private Residence,,,Salesforce
11220255,,Jeffrey Mathis,,,jmathis@nextfinancial.com,,Other
10816208,Inactive Investor,Lindsey Lankford,,Morgan Stanley Indianapolis IN 800 E 96th St,,,Salesforce
10768267,Inactive Investor,Hyung Lee,,Andrew Garrett Inc.,hlee@andrewgarrett.com,,Salesforce
10978361,Inactive Investor,Howard Diamond,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",howard.diamond@prudential.com,,Salesforce
10775570,Inactive Investor,Asa Alliston,Vice President,"Charles Schwab & Co., Inc. Athens GA Private Residence",,,Salesforce
11053995,Inactive Investor,Elizabeth Ratashak-Vogel,Chief Compliance Officer;Financial Planner;Founder;Owner,"R&V Personal Finance, LLC Decorah IA 1103 Linden St",,,Salesforce
9610470,,Santiago MUNOZ,,,santiago.novoa@outlook.com,,List import
10841213,Inactive Investor,Steven Henderson,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
9602826,,Steve Aguiar,,,saguiar@financialguide.com,,List import
10764909,Inactive Investor,William Bowman,,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",william_bowman@navyfederal.org,,Salesforce
11094820,Inactive Investor,Thomas Binger,,State Farm VP Management Corp. Freeburg IL 105 S State St,,,Salesforce
11063290,Inactive Investor,John Foster,,LPL Financial LLC Mount Laurel NJ 921 Pleasant Valley Ave,jpeter.foster@lpl.com,,Salesforce
10977998,Inactive Investor,Christian Roeder,,"Wells Fargo Clearing Services, LLC Chico CA 355 Memorial Way",,,Salesforce
233128,, -,,[[Unknown]],cio@sellside.cl,,Organic Search
10850918,Inactive Investor,Nicholas Besobrasow,Chief Compliance Officer;Managing Member,Alupka Asset Management Driggs ID 275 E Little Ave,nick@alupkapartners.com,,Salesforce
9593331,,Matthew Johnson,,,matthew.johnson@ubs.com,,List import
10933967,Inactive Investor,Andrzej Kaluta,Wealth Relationship Manager,Citigroup Global Markets Inc. Brooklyn NY 836 Manhattan Ave,andrzej.kaluta@citigroup.com,,Salesforce
9578997,,Caroline Pelt,,,caroline.vanpelt@alternacapital.com,,List import
10785754,Inactive Investor,Mark Bukowski,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",mark.bukowski@wellsfargo.com,,Salesforce
10644641,,Tyler Porterfield,,,tporterfield@leggmason.com,,List Import
11121088,Inactive Investor,Emily Nowlin,,State Farm VP Management Corp. Indianapolis IN 2250 W 86th St,emily.nowlin.hsvy@statefarm.com,,Salesforce
10906871,Inactive Investor,William Lalor,Client Advisor;Managing Director;Principal,"Simon Quick Advisors, LLC",bill.lalor@masseyquick.com,,Salesforce
10813702,Inactive Investor,Mark Nabell,,Cetera Advisors LLC Wilmington NC 219 Racine Dr,,,Salesforce
11164879,Inactive Investor,Rodney Boelter,Financial Planner,"Osaic Wealth, Inc. Scottsdale AZ 8563 E San Alberto Dr",,,Salesforce
10936594,Inactive Investor,Jose Morales,Regional Vice President,PFS Investments Inc. Lynbrook NY 25 Atlantic Ave,jose.morales@primerica.com,,Salesforce
10919205,Inactive Investor,Thoa Algan,,"Wells Fargo Clearing Services, LLC San Jose CA 6465 Almaden Expy",thoa.t.algan@wellsfargo.com,,Salesforce
10886602,Inactive Investor,Jordan Domaschko,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10834038,Inactive Investor,Noha El-Shareif,Chief Strategic Officer;Member;Partner,"Sage Private Wealth Group, LLC",noha.el-shareif@sageprivatewealth.com,,Salesforce
10830800,Inactive Investor,Eric Walker,Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,ewalker@rockco.com,,Salesforce
11261403,Inactive Investor,KEVIN DONOVAN,PORTFOLIO RESEARCH DIRECTOR,"CJM Wealth Advisers, Ltd.",donovand@cjmltd.com,703-425-0700,Salesforce
10902856,Inactive Investor,Tara Pugh,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",tara.pugh@ml.com,,Salesforce
11203625,Inactive Investor,Catherine Burns,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,catherine.burns@fidelity.com,,Salesforce
10886372,Inactive Investor,Moneceandre Franco,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",moneceandre.franco@ml.com,,Salesforce
11050654,Inactive Investor,Clifford Dow,,Bolton Global Capital Falmouth ME 358 US Rte 1,cdow@boltonglobal.com,,Salesforce
10870307,Inactive Investor,Laurence Russell,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",laurence.russell@equitable.com,,Salesforce
10907480,Inactive Investor,Micah Reish,Chief Compliance Officer;Financial Advisor;Managing Member,"Crestone Financial Advisors, LLC",mreish@crestonefinancialadvisors.com,,Salesforce
11082805,Inactive Investor,Gerald Rowe,,Cetera Investment Services LLC Nashville TN 4056 Nolensville Pike,,,Salesforce
9633515,,Will Flynn,,,wflynn@tradition.com,,List import
9602884,,Arthur Thielen,,,aj@thielencapital.com,,List import
10868125,Inactive Investor,Ramon Garrido Mateos,Investment Advisor;Member;Partner,"Copper Harbor Investment Advisors, LLC",ramon.mateos@copperharbor.us,,Salesforce
9638455,,Daniel Bird,,,finance@saidfoundation.org,,List import
1001352,Inactive Investor,Michael Sury,,INDORUS Holdings,smsury@gmail.com,,3rd Party Lead Gen
9547091,,Shane McElgunn,,,spmcelgunn@gmail.com,,List import
11137371,Inactive Investor,Melvin Feldman,Director;Senior Vice President,GMS Group Jersey City NJ 111 Town Square Pl,mfeldman@gmsgroup.com,,Salesforce
9606591,,Howard C. Green,,,cgreen@auctiontiresonline.com,,List import
9548609,,Ralph Merten,,,oliver.merten@suntrust.com,,List import
10824364,Inactive Investor,Nicholas Goodwin,,LPL Financial LLC Camarillo CA 400 W Ventura Blvd,nick.goodwin@lpl.com,,Salesforce
11038634,Inactive Investor,Justin Ward,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",justin.ward@raymondjames.com,,Salesforce
10809433,Inactive Investor,Robert Bozka,Financial Advisor,Edward Jones Friendswood TX 307 S Friendswood Dr,robert.bozka@edwardjones.com,,Salesforce
10510316,,Hyun-Su Ahn,"Executive Vice-President, Head Of Investments And Product Strategy",Horizons ETFs Management (Canada) Inc.,hsahn@horizonsetfs.com,,List Import
11193920,Inactive Investor,William Czaja,,State Farm VP Management Corp. Waterford WI 411 E Main St,bill.czaja.c57b@statefarm.com,,Salesforce
11006301,Inactive Investor,Lisa Oddis,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 833 E Michigan St",lisa.oddis@nm.com,,Salesforce
10957500,Inactive Investor,Dominick McCallion,,Fidelity Brokerage Services LLC,dominick.mccallion@fidelity.com,,Salesforce
11093300,Inactive Investor,Derrick Barr,,PFS Investments Inc. Hattiesburg MS 5128 Old Hwy 11,derrick.barr@primerica.com,,Salesforce
371658,,Adam Brown,,[Unknown],abrown1005@gmail.com,,Salesforce
11050462,Inactive Investor,James Garrels,Chief Compliance Officer;President,Fiduciary Capital Advisors Inc Westfield NJ 570 Westfield Ave,,,Salesforce
11148979,Inactive Investor,Mason David Grove,,"Wells Fargo Clearing Services, LLC Ames IA 424 Main St",,,Salesforce
9580956,,Robert Sinnaeve,,,rts@sshadvisors.com,,List import
11180563,Inactive Investor,David Schwartz,,MWA Financial Services Inc. San Ramon CA 2010 Crow Canyon Pl,david.k.schwartz@mwarep.org,,Salesforce
10510726,,Slawomir Rzeszotko,"Head of Institutional Sales & Trading, Europe",Jane Street,srzeszotko@janestreet.com,,List Import
10754005,Inactive Investor,Brian Rolfe,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",brian.rolfe@wellsfargoadvisors.com,,Salesforce
351895,,Greg Schultz,Vice President,"Jmc Management, Llc",gschultz@jmccp.com,617-338-1144,Manual List Upload
10972000,Inactive Investor,Emily Landers,,Cetera Advisor Networks LLC,,,Salesforce
217515,,catherine morgan,,Clm,morgan8936@yahoo.com,9493004745,Organic Search
11212952,Inactive Investor,Dane Balsmann,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",dane.balsmann@ml.com,,Salesforce
9557997,,Christian Parker,,,cparker21.cp@gmail.com,,List import
10909093,Inactive Investor,Daniel Shanahan,,Modern Capital Securities Inc.,,,Salesforce
11211317,Inactive Investor,Zachary Firestone,,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",,,Salesforce
10879734,Inactive Investor,Lauren Vitier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",lauren.vitier@ml.com,,Salesforce
10719839,Active Investor,John Hoffman,,John Hoffman,,,Salesforce
11138005,Inactive Investor,Max Baillargeon,,"Northwestern Mutual Investment Services, LLC Reno NV 200 S Virginia St",max.baillargeon@nm.com,,Salesforce
11164971,Inactive Investor,Min Fan,,Cetera Investment Services LLC Rowland Heights CA 18645 Gale Ave,,,Salesforce
11120280,Inactive Investor,Shari Mason,Senior Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,shari.mason@jpmorgan.com,,Salesforce
11188674,Inactive Investor,Anna Thomas,Portfolio Associate,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,anna.thomas@morganstanley.com,,Salesforce
11173376,Inactive Investor,Donald Ross,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",donald_j_ross@ml.com,,Salesforce
10888452,Inactive Investor,Kristen Doyle,Client Relationship Manager,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",kristen.doyle@ampf.com,,Salesforce
11151369,Inactive Investor,Trammel Martin,Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,trammel.martin@ubs.com,,Salesforce
11092413,Inactive Investor,Jill Burke,Client Associate,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,,,Salesforce
9570335,,John Kaminski,,,jkaminski@massmutual.com,,List import
10835199,Inactive Investor,Jonathan Maxson,Chief Executive Officer;Co-Owner;Owner;Senior Partner,"Beacon Capital Management, LLC",jonathan@beaconcm.com,,Salesforce
10940682,Inactive Investor,Robert Thompson,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
10645625,,Frank Suspenzi,,,franksuspenzi@allstate.com,,List Import
10877303,Inactive Investor,Keith Mahler,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
11000680,Inactive Investor,Keysha Davis,,"Allstate Financial Services, LLC McDonough GA 2114 Jodeco Rd",keyshadavis@allstate.com,,Salesforce
10825418,Inactive Investor,Arturo Benin,,"Cambridge Investment Research, Inc. Alameda CA 22320 Foothill Blvd",,,Salesforce
11137352,Inactive Investor,James Flaherty,,"Osaic Wealth, Inc. Fort Dodge IA 301 S 25th St",,,Salesforce
10805665,Inactive Investor,Neil Henning,,Commonwealth Financial Network Nutley NJ 609 Franklin Ave,nhenning@commonwealth.com,,Salesforce
11073922,Inactive Investor,Donna Payte,Branch Administrator,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 8114 Cantrell Rd",donna.payte@wfafinet.com,,Salesforce
234480,, -,,[[Unknown]],mybluestar1121@gmail.com,,
11196325,Inactive Investor,Maria Smolanick,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10831546,Inactive Investor,Christopher Pratt,,"Osaic Wealth, Inc. San Diego CA 6310 Greenwich Dr",,,Salesforce
10883806,Inactive Investor,Louise Messina,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
10912867,Inactive Investor,Robert Kopp,,"J.W. Cole Financial, Inc. Huntington WV 607 3rd Ave",,,Salesforce
10888027,Inactive Investor,Michael Isaza,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10950118,Inactive Investor,Magda Ocampo,,"Empower Financial Services, Inc Howards Grove WI Private Residence",magda.ocampo@empower.com,,Salesforce
11088360,Inactive Investor,Diego Furnari,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Wantagh NY 3366 Park Ave",diego.furnari@prudential.com,,Salesforce
11184872,Inactive Investor,Neil Orzeck,,Cetera Advisor Networks LLC Florham Park NJ 25A Vreeland Rd,orzeckn@ceteranetworks.com,,Salesforce
332712,,Nicholas Ozkan,,TBD,nozkan@ozkan.com,9174552255,
10975245,Inactive Investor,Manuel Burkhardt-Apolonio,,"Hanke & Co. Wealth Management, LLC",manuel@hankewealth.com,,Salesforce
10962573,Inactive Investor,Tizziana Ruidiaz,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",tizziana.ruidiaz@nm.com,,Salesforce
10992654,Inactive Investor,Danielle Schultz,Chief Financial Officer;Partner,"Rollins Financial Advisors, LLC",dvanlear@rollinsfinancial.com,,Salesforce
321896,,Carol Killiebrew,Regional Vice President,Primerica,ckilliebrew@primerica.com,,Manual List Upload
342262,,Adam Greaves,Investment Manager,Rathbones,adam.greaves@rathbones.com, -2366773,Manual List Upload
11047678,Inactive Investor,William Pier,,"Good Life Advisors, LLC Englewood CO 6465 Greenwood Plaza Blvd",william.pier@goodlifefa.com,,Salesforce
11152888,Inactive Investor,Geraldine Phillips,,"Osaic Wealth, Inc. Freehold NJ 178 South St",gphillips@royalaa.com,,Salesforce
9585057,,Matthew Woller,,,woller.matt@principal.com,,List import
348168,,Janet McWilliams,General Counsel And Secretary,Driehaus Capital Management Llc,jmcwilliams@driehaus.com,312-587-3800,Manual List Upload
9637183,,Eugene Johnson,,,ejohnson@rothschildinv.com,,List import
11184266,Inactive Investor,Jing Guo,,UBS Financial Services Inc. San Francisco CA 555 California St,sophia.guo@ubs.com,,Salesforce
11111849,Inactive Investor,Suzanne Gornell,Financial Associate,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,suzanne.gornell@thrivent.com,,Salesforce
10806401,Inactive Investor,Yvette Kendall,,Morgan Stanley Orland Park IL 15341 S 94th Ave,,,Salesforce
237429,, -,,[[Unknown]],michel.jp.martin@gmail.com,,Organic Search
10617593,,Jasmine Glover,,,jasmine.glover@wellsfargoadvisors.com,,List Import
10852065,Inactive Investor,Peter Emigh,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",pemigh@financialguide.com,,Salesforce
10806709,Inactive Investor,Allison Kizzee,,"Ameriprise Financial Services, LLC Portland OR 7450 SW Beveland Rd",allison.m.kizzee@ampf.com,,Salesforce
9623537,,Scott Paulbick,,,spaulbick@gmail.com,,List import
11115579,Inactive Investor,Camilla Hempleman,,Country Capital Management Company Minneapolis MN 2915 Wayzata Blvd,camilla.hempleman@countryfinancial.com,,Salesforce
8267445,,Geoffrey Dale,,,tyjaciqe@mailinator.com,,Web form fillout
11095813,Inactive Investor,Gina Koprowski,Chief Compliance Officer;Member;Partner,"Aureus Asset Management, LLC",,,Salesforce
10848261,Inactive Investor,Jane Bell,,"Allstate Financial Services, LLC Gorham ME 36 Main St",janebell@allstate.com,,Salesforce
9589677,,Girish Honna,,,girish.chinnu@gmail.com,,List import
11232617,Inactive Investor,Joan Nowicki,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Saint Paul MN 1625 Radio Dr",,,Salesforce
11133827,Inactive Investor,Rich Young,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,rich.young@jpmorgan.com,,Salesforce
123058,,Dustin Meyer,Portfolio Manager,"Buckingham Strategic Wealth, Llc",dmeyer@bamstl.com,(314) 725-0455,
11036503,Inactive Investor,Matthew Conaway,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",,,Salesforce
9631923,,ANTOINE WHITEHEAD,,,deylarallc@gmail.com,,List import
221220,,Pesimon Otwele,,SIMON PETER OTWELE,pesimon.otwele@gmail.com,,Direct
11137674,Inactive Investor,Eric Marquardt,Investment Advisor,"RossJohnson & Associates, LLC Minneapolis MN 3380 Annapolis Ln N",eric@rossjohnsonweb.com,,Salesforce
10538445,,Daniel Pepmeier,,,dannypepmeier@gmail.com,,Web Form Fillout
10822124,Inactive Investor,Christian Ordonez,Associate;Wealth Manager,Rockefeller Financial LLC Boston MA 500 Boylston St,cordonez@rockco.com,,Salesforce
9601618,,Tyrell Hughes,,,tyrell.hughes@neacelukens.com,,List import
10816752,Inactive Investor,Mark Ramirez,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",mark.m.ramirez@ml.com,,Salesforce
11206189,Inactive Investor,Michael Verstegen,Financial Advisor,LPL Financial LLC Kimberly WI 707 Cobblestone Ln,michael.verstegen@lpl.com,,Salesforce
336645,,Joe Ritter,Senior Vice President-Business Development,"Seminole Advisory Services, Llc",jritter@seminolefinancialservices.com,727-331-8444,Manual List Upload
10828412,Inactive Investor,Mabry Romero,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2039 Centre Pointe Blvd",buddy.romero@nm.com,,Salesforce
11013066,Inactive Investor,Lucas Collins,Private Client Banker,J.P. Morgan Securities LLC Ridgewood NJ 84 E Ridgewood Ave,lucas.collins@chase.com,,Salesforce
11234697,Inactive Investor,Travis Neal,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
171875,,Jeffrey Kandarian,,[Unknown],jeff_kandarian@yahoo.com,,
10953674,Inactive Investor,Aidan Keefe,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10814640,Inactive Investor,Alan Eisenstein,,"The Investment Center, Inc. Cedar Knolls NJ 7 Ridgedale Ave",aeisenstein@investmentctr.com,,Salesforce
11222924,,Mathew Encino,,,mathew.encino@merceradvisors.com,,List Import
10918416,Inactive Investor,Michael Hamilton,,"Centaurus Financial, Inc. Fort Myers FL 5237 Summerlin Commons Blvd",,,Salesforce
11057517,Inactive Investor,Chad Eberhardt,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
350498,,Ben Harger,Vice President,"Harger And Company, Inc.",bharger@hargerandcompany.com,225-767-7228,Manual List Upload
10645291,,Sherrie Vankoevering,,,sherrie.vk@nm.com,,List Import
10792877,Inactive Investor,Frank Lanza,Chief Compliance Officer,"Zacks Investment Management, Inc.",flanza@zacks.com,,Salesforce
11120189,Inactive Investor,Adriana De La Pena,Associate Banker;Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
10923323,Inactive Investor,Tristan Mennenga,,"Northwestern Mutual Investment Services, LLC Clear Lake IA 610 Buddy Holly Pl",tristan.mennenga@nm.com,,Salesforce
11074997,Inactive Investor,John Creamer,Financial Advisor,"Wells Fargo Clearing Services, LLC Wheeling WV 2001 Main St",john.creamer@wfadvisors.com,,Salesforce
11200524,Inactive Investor,James Keller,Financial Planner,"Osaic Wealth, Inc. Allen TX Private Residence",,,Salesforce
10829582,Inactive Investor,Kerry Smith,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11045057,Inactive Investor,Thomas Brown,,Cetera Advisors LLC,thomas.brown@ceteraadvisors.com,,Salesforce
349900,,Brianne Soscia,Financial Planner,The Wealth Consulting Group,bsoscia@wealthcg.com,702-263-1919,Manual List Upload
210732,,Justin Sun,,Tron,justin@tron.network,,
143450,,Robert Nelson,,[Unknown],robertcn1@yahoo.com,,source
6568145,,REYAJHOSSAIN MOKTHER,,,hossainmukter23@gmail.com,,Web Form Fillout
9556369,,Jeanette Williams,,,jeanettewilliams@financialguide.com,,List import
10850821,Inactive Investor,Christopher Oberholzer,Founder;Managing Member;President,"Infinity Wealth Counsel, LLC",chris@infinitywealth.us,,Salesforce
11052916,Inactive Investor,George Monastra,,"MML Investors Services, LLC Newtown Square PA 2 Campus Blvd",gmonastra@financialguide.com,,Salesforce
9557901,,Aaron Morris,,,aaron.morris@captrustadvisors.com,,List import
10995692,Inactive Investor,Veronika Alekyan,Private Client Banker,J.P. Morgan Securities LLC Rancho Palos Verdes CA 31250 Palos Verdes Dr W,veronika.alekyan@jpmorgan.com,,Salesforce
11147301,Inactive Investor,Christian Pattillo,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10656172,,Walter Machala,,,wmachala@lasallest.com,,List import
9632154,,Scott Caffrey,,,scottcaf@gmail.com,,List import
9563313,,Joseph D'Alelio,,,joseph.dalelio@fmr.com,,List import
9619576,,Ngoc Tran,,,ttmn1510@gmail.com,,List import
10823150,Inactive Investor,Confrence Gbaje,,A.G.P / Alliance Global Partners New York NY 40 Wall St,cgbaje@allianceg.com,,Salesforce
11187277,Inactive Investor,James Austin,Account Executive;Managing Director,Morgan Stanley Dallas TX 5001 Spring Valley Rd,james.austin@morganstanley.com,,Salesforce
10766652,Inactive Investor,Monte Messman,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 6991 E Camelback Rd",mmessman@wfafinet.com,,Salesforce
10979914,Inactive Investor,Anthony Palmeri,,"Muriel Siebert & Co., LLC",,,Salesforce
10896722,Inactive Investor,Richard Mohr,Chief Compliance Officer;Financial Advisor;President,"Buckeye Financial Solutions, Inc. Canton OH 4553 Everhard Rd NW",rmohr@buckeyefinancialsolutions.com,,Salesforce
11043486,Inactive Investor,Gregory Gulling,,"Osaic FA, Inc. Richmond VA 6641 W Broad St",gregory.gulling@lfg.com,,Salesforce
11024894,Inactive Investor,Eugene Cheng,,"Grove Point Investments, LLC Palos Verdes Peninsula CA 34 Rollingwood Dr",echeng@hbeckinc.com,,Salesforce
344774,,Crysti Wang,Associate,Spire Capital Management Llc,cwang@spirecapital.com,212-218-5454,Manual List Upload
10812939,Inactive Investor,Claudia Martinez,International Client Advisor;Vice President,Morgan Stanley Houston TX 717 Texas St,claudia.martinez@morganstanley.com,,Salesforce
11101301,Inactive Investor,Sarah Underwood,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",sunderwood@capitolsecurities.com,,Salesforce
9598565,,Rodrigo Garay,,,rgaray@carsoninstitutional.com,,List import
10808625,Inactive Investor,Gary Blumenfeld,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 55 E 52nd St,gary.a.blumenfeld@morganstanley.com,,Salesforce
10797185,Inactive Investor,Nancy Udovich,Client Solutions Specialist,PNC Investments Pittsburgh PA 285 Fort Couch Rd,nancy.lewandowski@pnc.com,,Salesforce
10898650,Inactive Investor,Jonathan Phillips,Principal,"Penobscot Investment Management Company, Inc.",jonphillips@pimboston.com,,Salesforce
11107073,Inactive Investor,Annette Vetse,Operations Manager;Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",annette.m.vetse@ampf.com,,Salesforce
9602558,,John Young,,,jyoung342@yahoo.com,,List import
11029930,Inactive Investor,John Judkins,,NYLIFE Securities LLC Rockland MA 1050 Hingham St,jjudkins00@ft.newyorklife.com,,Salesforce
11139553,Inactive Investor,Amy Gist,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",amy.gist@nm.com,,Salesforce
9596313,,Michelle Schwab,,,mschwab@ellsworthadvisors.com,,List import
9577080,,????? ?????????,,,kosolapov2001@internet.ru,,List import
10658151,,Deborah Watson,,,deborah.watson@primerica.com,,List Import
10964989,Inactive Investor,Harry Miller,Advisor;Financial Solutions Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",harry.miller@ml.com,,Salesforce
9607291,,Daniel de la Torre,,,ddelatorre@seic.com,,List import
11119491,Inactive Investor,Ashley Towles,Manager;Vice President,"BOK Financial Securities, Inc. Grapevine TX 2250 W State Hwy 114",aharris@bokf.com,,Salesforce
244925,,Adrian Johnstone,President and Co-Founder,Practifi,adrian.johnstone@practifi.com,13127580336,Manual List Upload
45548,,E. Elie,"Portfolio Manager, Vice President","Congress Asset Management Company, LLP",melie@congressasset.com,617-737-1566,
10973280,Inactive Investor,Anthony Cheng,Personal Banker,Citigroup Global Markets Inc.,,,Salesforce
10849864,Inactive Investor,Philip Strykowski,Financial Advisor,"Ameriprise Financial Services, LLC Naples FL 9015 Strada Stell Ct",philip.s.strykowski@ampf.com,,Salesforce
10910626,Inactive Investor,Ma Tsui,,Cetera Investment Services LLC,,,Salesforce
10892031,Inactive Investor,John Schmidt,,"Osaic Wealth, Inc. Dayton OH 6768 Loop Rd",john.schmidt@royalaa.com,,Salesforce
9615829,,Chris Chan,,,sirchrischan@gmail.com,,List import
11105047,Inactive Investor,Sarah Whittaker,,"Cambridge Investment Research, Inc. Vancouver WA 201 NE Park Plaza Dr",,,Salesforce
9582105,,William Peebles,,,billy.peebles@valic.com,,List import
9573588,,Eleanor Chan,,,echan@aurelius-capital.com,,List import
9584638,,John Lukehart,,,jlukehart@ft.newyorklife.com,,List import
10845119,Inactive Investor,Brad Krajsa,Private Wealth Advisor,"Ameriprise Financial Services, LLC Exton PA 760 Constitution Dr",brad.p.krajsa@ampf.com,,Salesforce
10771882,Inactive Investor,Alexander Sanchez,Branch Manager,"Wells Fargo Clearing Services, LLC Goleta CA 195 N Fairview Ave",asanchez@wellsfargo.com,,Salesforce
10614399,,Noal Goldfarb,"Financial Advisor, Wealth Management Advisor",,noal_goldfarb@glic.com,,List Import
11031721,Inactive Investor,Bernardo Hickok-Guerrero,Premier Banker,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",bernardo.hickok-guerrero@wellsfargo.com,,Salesforce
7373134,,Nicole Zetouna,,Van Hulzen Asset Management LLC,nicole@vaminvest.com,,Web Form Fillout
11100845,Inactive Investor,Douglas Ellis,,"Avantax Investment Services, Inc. Vacaville CA Private Residence",,,Salesforce
10869397,Inactive Investor,Steven Wisnewski,,Cape Securities Inc.,sfwisnewski@capesecurities.com,,Salesforce
10975567,Inactive Investor,Alexia Blair,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10989848,Inactive Investor,Eric Davis,Wealth Advisor,"HoyleCohen, LLC",eric.davis@hoylecohen.com,,Salesforce
10851757,Inactive Investor,Christina Learmonth,,J.P. Morgan Securities LLC Coronado CA 1000 Orange Ave,christina.learmonth@chase.com,,Salesforce
10802319,Inactive Investor,Joseph Hamo,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Flint MI 5406 Gateway Ctr",joseph.m.hamo@wellsfargoadvisors.com,,Salesforce
11037082,Inactive Investor,Benjamin Boyd,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,benjamin_boyd@glic.com,,Salesforce
10938043,Inactive Investor,Kevin Ha,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,kevinha@statefarm.com,,Salesforce
10844685,Inactive Investor,Bernard Kiely,Chief Compliance Officer;President,"Kiely Capital Management, Inc.",bernie@kielycapital.com,,Salesforce
10851575,Inactive Investor,Brian Riefepeters,Partner;President,Calder Financial Group Grand Rapids MI 320 Hall St SW,,,Salesforce
9580340,,David McWade,,,chewy724@yahoo.com,,List import
11014606,Inactive Investor,Laura Iverson,,PFS Investments Inc. Clarksville TN 211 S 2nd St,liverson@primerica.com,,Salesforce
248192,,Otua Sobukwe,RA,Wellington,osobukwe@wellington.com,,Manual List Upload
9595018,,Joseph Michaletz,,,joem@disciplineadvisors.com,,List import
340630,,Jerry Leamon,Board Member,Credit Suisse Securities (usa) Llc,jerry.leamon@credit-suisse.com,212-325-2000,Manual List Upload
11029540,Inactive Investor,Diminda Ottiger,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",mindy.ottiger@nm.com,,Salesforce
11134950,Inactive Investor,Aminadab Lopez,,Thrivent Investment Management Inc. Federal Way WA 2505 S 320th St,aminadab.lopez@thrivent.com,,Salesforce
10828733,Inactive Investor,Kevin Murray,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,kevin.m.murray@morganstanley.com,,Salesforce
9610599,,askdjh lasdh,,,dsasldk@gmail.com,,List import
10959179,Inactive Investor,Joshua Dunphy,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,,,Salesforce
11221850,,Erica Mathews,,,erica@fca-inc.com,,List Import
11040124,Inactive Investor,Suey Wong,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated,sswong@rwbaird.com,,Salesforce
10488195,,Jeffrey Pape,,Morgan Stanley,jeff.pape@morganstanley.com,,List Import
11221650,,Lee Faria,,,lee.faria@columbiathreadneedle.com,,List Import
11150938,Inactive Investor,Carrie Kelso,,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",carrie.kelso@raymondjames.com,,Salesforce
11202721,Inactive Investor,Scott Faley,Chief Compliance Officer;Managing Member,"InAltis Capital Management, LLC Chevy Chase MD 25 Primrose St",scott@inaltis.com,,Salesforce
10895797,Inactive Investor,Melinda McRee,Chief Compliance Officer;Director - Operations,"Firethorn Wealth Partners, LLC",melinda@firethornwp.com,,Salesforce
11040007,Inactive Investor,Joseph Yeadon,,"Ameriprise Financial Services, LLC Irvington NJ 49 Nesbit Ter",,,Salesforce
11064540,Inactive Investor,Ashtin Johnson,Financial Advisor,"Raymond James & Associates, Inc. Panama City FL 101 W 5th St",ashtin.johnson@raymondjames.com,,Salesforce
10913442,Inactive Investor,Michelle Gandy,,J.P. Morgan Securities LLC Covington LA 2400 N Hwy 190,michelle.r.gandy@jpmorgan.com,,Salesforce
11055439,Inactive Investor,Michael O'Brien,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",josh.obrien@wellsfargoadvisors.com,,Salesforce
9589418,,Christopher Welsh,"Investment Advisor Representative, President",Lorintine Capital,cwelsh@lorintinecapital.com,,List import
10879241,Inactive Investor,Timothy O'Callaghan,,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",timothy.ocallaghan@schwab.com,,Salesforce
11014785,Inactive Investor,Tiffany Brugman,,First Manhattan Securities LLC,tbrugman@firstmanhattan.com,,Salesforce
9560833,,Rebecca Kingry,,,rskingry@voyafa.com,,List import
10930589,Inactive Investor,F Smith,,PFS Investments Inc. Wichita KS 1999 N Amidon Ave,,,Salesforce
11160219,Inactive Investor,Chad Williams,,"Allstate Financial Services, LLC Brooklyn NY 132 32nd St",chadwilliams@allstate.com,,Salesforce
10784779,Inactive Investor,Gordon Brewer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,gordon.brewer@ubs.com,,Salesforce
10873269,Inactive Investor,Kristi Smith,,"FBL Marketing Services, LLC Salt Lake City UT 5693 S Redwood Rd",ksmith@fbfs.com,,Salesforce
10657799,,Sharon Stemke,,,sharon.stemke@countryfinancial.com,,List Import
11136367,Inactive Investor,Jonathan Donnelly,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10829102,Inactive Investor,Michael Kalas,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",mike.kalas@wellsfargoadvisors.com,,Salesforce
10702051,,Ajay Kumar,,,ajayk286062@gmail.com,,Web Form Fillout
10661726,,Gale Wilkinson,,,gale@vitalize.vc,,List Import
10606777,,Ian Post,"Chief Compliance Officer, Managing Member, Principal, Wealth Manager",Fifth Set Private Wealth Management LLC,ipost@fifthsetwealth.com,646-783-9717,
9583853,,Ruslan Potapchuk,,Fisher Investments,r.potapchuk@fi.com,,List import
10919568,Inactive Investor,Michael Mannone,,"CreativeOne Securities, LLC Berlin MD Private Residence",,,Salesforce
10911830,Inactive Investor,James Peters,Financial Consultant,Triumph Capital Management,jimp@triumphcapitalmanagement.com,,Salesforce
10646159,,John Connell,,,jconnell@causeycpas.com,,List Import
11199428,Inactive Investor,Samantha Marmol,,J.P. Morgan Securities LLC Purcellville VA 120 N Maple Ave,samantha.marmol@jpmorgan.com,,Salesforce
11171609,Inactive Investor,Matthew Mann,Owner,Ascending Assets,,,Salesforce
10945535,Inactive Investor,Brennan Rhule,,"Osaic Wealth, Inc. Reston VA 10701 Parkridge Blvd",,,Salesforce
9552012,,Lucas Andreika,,,landreika@melvincapital.com,,List import
11171198,Inactive Investor,Albert Hu,,Citigroup Global Markets Inc.,,,Salesforce
9542350,,samir patel,,,patel.sa3@gmail.com,,List import
10812603,Inactive Investor,Pierre Rieumont,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,pierre.rieumont@jpmorgan.com,,Salesforce
11131516,Inactive Investor,Barry Rubin,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",barry_rubin@ml.com,,Salesforce
10792824,Inactive Investor,Aubrey Herman,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Cincinnati OH 4901 Hunt Rd",aubrey.x.herman@ampf.com,,Salesforce
11179531,Inactive Investor,Katherine Davidoff,,State Farm VP Management Corp. Huntington NY 18 W Carver St,katherine.davidoff.g4hu@statefarm.com,,Salesforce
11188550,Inactive Investor,Roy Parker,Financial Advisor,Edward Jones Washington NC 1251 Highland Dr,roy.parker@edwardjones.com,,Salesforce
10982842,Inactive Investor,Daher Basset,,J.P. Morgan Securities LLC Atlanta GA 2240 Marietta Blvd NW,danny.basset@chase.com,,Salesforce
10603820,,Raleigh Nuckols,"Co-Chief Investment Officer, Limited Partner, Regulatory Contact","Rush Island Management, LP",rnuckols@rushisland.com,,List Import
11104603,Inactive Investor,Jason Pals,Senior Vice President,PNC Investments Charlotte NC 2000 Randolph Rd,jason.pals@pnc.com,,Salesforce
11133749,Inactive Investor,Rolen Burnette,,"Allstate Financial Services, LLC Coraopolis PA 962 Beaver Grade Rd",rolenburnette@allstate.com,,Salesforce
10963579,Inactive Investor,Martese Wilkes,,"Wells Fargo Clearing Services, LLC Culpeper VA 795 Nalles Mill Rd",,,Salesforce
11199492,Inactive Investor,Himanshu Gandhi,Principal,Shanti Capital LLC,,,Salesforce
353200,,Tim Hall,Owner/Blogger,E-MorningCoffee,tim@emorningcoffee.com,,Event
11116983,Inactive Investor,Vincent Hirsch,Financial Planner,"Pruco Securities, LLC. Manasquan NJ 1913 Atlantic Ave",,,Salesforce
11093195,Inactive Investor,Rafael Carballo,Senior Managing Associate,"MML Investors Services, LLC Houston TX 3 Greenway Plz",rcarballo@financialguide.com,,Salesforce
11169286,Inactive Investor,Anne Miller,Associate,J.P. Morgan Securities LLC Paramus NJ 115 W Century Rd,anne.miller@jpmorgan.com,,Salesforce
9616112,,junghan kim,,,cjdtnskim@naver.com,,List import
10770878,Inactive Investor,Michael McGuire,Senior Wealth Management Advisor;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ithaca NY 131 E Green St",mmcguire@tiaa.org,,Salesforce
10805892,Inactive Investor,Derrick Sands,,"Raymond James Financial Services, Inc. Tulsa OK 1343 E 71st St",,,Salesforce
337879,,Donald Young,Partner,"Cbam Partners, Llc",don@cbam.com,212-603-3100,Manual List Upload
11064562,Inactive Investor,Monica Oreilly,,"Stifel, Nicolaus & Company, Incorporated Houston TX 20329 State Hwy 249",,,Salesforce
10839835,Inactive Investor,Adam Masry,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",adam.masry@nm.com,,Salesforce
11118657,Inactive Investor,Chase Jenson,Financial Professional,LPL Financial LLC San Clemente CA 1201 Puerta Del Sol,chase.jenson@lpl.com,,Salesforce
10997356,Inactive Investor,Maunish Patel,,Deutsche Bank Securities Inc.,maunish@deutschewealth.com,,Salesforce
11204385,Inactive Investor,Mark Minuto,Financial Advisor,Edward Jones Bedford VA 306 N Bridge St,mark.minuto@edwardjones.com,,Salesforce
11198034,Inactive Investor,Jonah Mooney,,"American Fidelity Securities, Inc.",jonah.mooney@americanfidelity.com,,Salesforce
11054672,Inactive Investor,Lance Selnick,,"Farmers Financial Solutions, LLC San Bernardino CA 1918 Business Center Dr",lselnick@farmersagent.com,,Salesforce
11197385,Inactive Investor,Shelley Adam,,"Farmers Financial Solutions, LLC Austin TX 8011 Brodie Ln",sadam@farmersagent.com,,Salesforce
6971195,,Rhonda Jones,,,xepor46497@dni8.com,,Web Form Fillout
10990257,Inactive Investor,Christopher Culvey,,NYLIFE Securities LLC Webster WI Private Residence,caculvey@ft.newyorklife.com,,Salesforce
9628855,,mar gor,,,marqus777@gmail.com,,List import
10603636,,Peter Faulkner,"Co-Portfolio Manager, Deputy Chief Investment Officer, Managing Partner, Portfolio Manager",P. Schoenfeld Asset Management LP,pfaulkner@psam.com,212-649-9542,List Import
9589135,,Mauro Mastrapasqua,,,mauro@mastrapasqua.com,,List import
83228,,Jason Stanicek,"Financial Advisor, Senior Vice President",CAPTRUST,jason.stanicek@captrustadvisors.com,919-870-6822,
11253919,Inactive Investor,Michael Franklin,,J.P. Morgan Securities LLC Phoenix AZ 3620 N Central Ave,,,Salesforce
225779,, -,,[[Unknown]],kyle.j.forcade@gmail.com,,Initial Salesforce Import
9574217,,Elton Cooley,,,escooley@gmail.com,,List import
11201526,Inactive Investor,David Martinson,Chief Compliance Officer;Managing Member,SecondWind Asset Management LLC,,,Salesforce
352484,,Jeff Cotton,Sr. Vice President,"Banes Capital Management, Llc",jcotton@banescapital.com,901-261-5900,Manual List Upload
195330,,Fadhila Hussein,,[Unknown],house.wishes@gmail.com,,source
10903143,Inactive Investor,Joanne Kuy,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11147852,Inactive Investor,Richard Gregory,,"Bankers Life Securities, Inc. West Palm Beach FL 1601 Forum Pl",richard.gregory@bankerslife.com,,Salesforce
10914884,Inactive Investor,April Nichols,,J.P. Morgan Securities LLC Charlotte NC 4345 Park Rd,april.nichols@jpmorgan.com,,Salesforce
10901680,Inactive Investor,Caroline Regner,Client Service Associate,Morgan Stanley Raleigh NC 3800 Glenwood Ave,caroline.regner@morganstanley.com,,Salesforce
11169799,Inactive Investor,Debra Kelly,,"Raymond James Financial Services, Inc. Wichita KS 12950 E 13th St N",debra.kelly@raymondjames.com,,Salesforce
10908887,Inactive Investor,Jonathan Cox,Financial Professional,"Equitable Advisors, LLC Escondido CA Private Residence",jonathan.cox@equitable.com,,Salesforce
11015423,Inactive Investor,Cindy Savage,Shareholder;Vice President,"WRS Financial Services, L.L.C.",csavage@wrscpa.com,,Salesforce
10838648,Inactive Investor,Manuel Dayao,Financial Consultant,"Equitable Advisors, LLC Kaneohe HI Private Residence",manuel.dayao@equitable.com,,Salesforce
201660,,Ramesh Bakshi,,[Unknown],rameshbakshi@yahoo.com,,News & Research
10859065,Inactive Investor,John Sirrine,,LPL Financial LLC Saint Johns MI 301 N Clinton Ave,john.sirrine@lpl.com,,Salesforce
9571527,,David Roeske,,,davidroeske@gmail.com,,List import
1002818,Inactive Investor,Paul Speargas,"Partner, CIO, Senior Financial Officer & Shareholder",WMS Partners,pspeargas@wms-partners.com, +1 410 337 7575,Database Upload
9544012,,Scott Egbert,,,scott@hfgsales.com,,List import
10988163,Inactive Investor,Anthony Ridgway,,PFS Investments Inc. Urbandale IA 3220 100th St,aridgway@primerica.com,,Salesforce
10885308,Inactive Investor,Steven Wright,Senior Client Advisor,ASI Wealth Management & Consulting Services Lake Oswego OR 4800 Meadows Rd,,,Salesforce
10811501,Inactive Investor,Michael Eastwood,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11206270,Inactive Investor,Kevin Mckay,,PFS Investments Inc. Chalfont PA 31 Oak Ave,kmckay@primerica.com,,Salesforce
9610201,,Arch Stanton,,,archkstanton@gmail.com,,List import
11066990,Inactive Investor,Criss Irvin,,"Wells Fargo Clearing Services, LLC Tempe AZ 5120 S Lakeshore Dr",,,Salesforce
9592339,,Joseph Peters,,,peters@drumcapital.com,,List import
11171595,Inactive Investor,Winthrop Stites,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,wstites@rwbaird.com,,Salesforce
11033057,Inactive Investor,Keri Tenio,,"Prudential Annuities Distributors, Inc",keri.tenio@prudential.com,,Salesforce
11207948,Inactive Investor,Beth Jackson,,"Raymond James Financial Services, Inc.",beth.jackson@raymondjames.com,,Salesforce
10869483,Inactive Investor,Thomas Fishback,,"Northwestern Mutual Investment Services, LLC Buffalo NY 5488 Sheridan Dr",thomas.fishback@nm.com,,Salesforce
10924197,Inactive Investor,Tina Pasternak,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",tina.pasternak@ml.com,,Salesforce
10614973,,Michael Kostecki,"Executive Director, Financial Advisor",,michael.kostecki@morganstanley.com,,List Import
10996101,Inactive Investor,Joseph Van Dee,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10772905,Inactive Investor,Michelyn Koseki,Senior Wealth Strategy Associate,UBS Financial Services Inc. Honolulu HI 733 Bishop St,michelyn.r.koseki@ubs.com,,Salesforce
11114668,Inactive Investor,Michael LoNano,,"Osaic Wealth, Inc. Greensboro NC 529 College Rd",,,Salesforce
10786603,Inactive Investor,Jennifer Curry,,J.P. Morgan Securities LLC Northridge CA 9055 Reseda Blvd,jennifer.curry@jpmorgan.com,,Salesforce
11071006,Inactive Investor,Jonathan Jackson,Senior Franchise Field Vice President,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",jonathan.d.jackson@ampf.com,,Salesforce
9617269,,Aslan Gill,,,aslangill@live.co.uk,,List import
9560196,,? ?,,,3346255676@qq.com,,List import
10927871,Inactive Investor,Salvatore Buffa,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,salvatore.buffa@fmr.com,,Salesforce
11082581,Inactive Investor,Lucas Mariotti,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
10620104,,Gregory Bear,,,gbear@parkwaybank.com,,List Import
10615518,,Allison Giffuni,"Financial Advisor, First Vice President - Wealth Management",,allison.giffuni@morganstanley.com,,List Import
11039831,Inactive Investor,Ahmad Mian,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",amian@financialguide.com,,Salesforce
10824569,Inactive Investor,Courtney Diaz,,"Wells Fargo Clearing Services, LLC Wichita Falls TX 2301 Kell Blvd",courtney.s.diaz@wellsfargo.com,,Salesforce
9618832,,Howard Sharp,,,das-ist-version-eins@arcor.de,,List import
11210020,Inactive Investor,Benjamin Guerra Davis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,benjamin_guerra-davis@vanguard.com,,Salesforce
11127098,Inactive Investor,Brent Ward,,"Cambridge Investment Research, Inc. Wilton CA Private Residence",,,Salesforce
9572153,,Jonathan Goldston,,,jgoldston@massmutual.com,,List import
11020178,Inactive Investor,Jesse Johnson,Financial Advisor,"Equitable Advisors, LLC Franklin TN 6840 Carothers Pkwy",jesse.johnson@equitable.com,,Salesforce
7054638,,Ebube Onele,,,ebubeonele66@gmail.com,,Web form fillout
11008672,Inactive Investor,Michael Allman,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,michael.allman@primerica.com,,Salesforce
11238481,Inactive Investor,Kurt Voldeng,,"Commerce Advisors, LLC",kurt.voldeng@commerceadvisorsllc.com,,Salesforce
10945934,Inactive Investor,Christopher Lapierre,,"Citizens Securities, Inc. Spring Lake NJ 1001 Hwy 71",christopher.lapierre@citizensbank.com,,Salesforce
11222989,,Robert Banks,,,rbanks@seminolefinancialservices.com,,List Import
9601989,,Wu WenQin,,,weiliangfunginsingapore@gmail.com,,List import
11184884,Inactive Investor,Horace Riley,,Network 1 Financial Securities Inc. Hauppauge NY 1600 Calebs Path Ext,hriley@netw1.com,,Salesforce
10984373,Inactive Investor,Chandler Thurmon,Investment Advisor Representative,"The Patten Group, Inc.",chandler@360patten.com,,Salesforce
10992133,Inactive Investor,Anthony Cirieco,,Gladstone Wealth Partners Purchase NY 2975 Westchester Ave,anthony.cirieco@gladstonewealth.com,,Salesforce
9557373,,Teddy Welch,,,twelch@massmutual.com,,List import
9583823,,Drew Phillips,,,phillips@atalayacap.com,,List import
9618295,,Jaguar Bajwa,,,jbajwa@bamfunds.com,,List import
349252,,Michael Barbercheck,Financial Advisor,Krilogy,mbarbercheck@krilogy.com,314-884-2800,Manual List Upload
338217,,Carol Hecht,Vice President,"Stone-hecht Wealth Management, Inc.",carolhecht@s-hwealth.com,800-658-1373,Manual List Upload
10829881,Inactive Investor,Kim Rothschild,,First Liberties Financial,krothschild@firstlibertiesfinancial.com,,Salesforce
10955543,Inactive Investor,Keh-Shiou Leu,Chief Compliance Officer;Managing Member,"InsideOut Wealth Strategies, LLC",,,Salesforce
10815925,Inactive Investor,Richard Alt,Chief Investment Officer;Member;Principal,Carnegie Investment Counsel Fort Myers FL 6830 Porto Fino Cir,ralt@carnegieinvest.com,,Salesforce
10838837,Inactive Investor,Joey Bronson,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",joey.e.bronson@wellsfargo.com,,Salesforce
10972073,Inactive Investor,Joshua Shellman,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,joshua.shellman@ncsecu.org,,Salesforce
10999611,Inactive Investor,Rayna Mcdowell,,PFS Investments Inc. Avondale AZ 1050 N Fairway Dr,rmcdowell@primerica.com,,Salesforce
10909725,Inactive Investor,Raymond Marquez,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10841075,Inactive Investor,Catherine Tong-Lee,Financial Advisor;Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,cathy.tong-lee@morganstanley.com,,Salesforce
10803832,Inactive Investor,Victoria Merwin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",vicki_merwin@ml.com,,Salesforce
11153293,Inactive Investor,David Scharenbroich,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10871735,Inactive Investor,Suet Ignarski,Senior Financial Advisor,Wealth Management Solutions Princeton NJ 103 Carnegie Ctr,signarski@wmsplan.com,,Salesforce
10386044,,Ignasi Sospedra,,,ignasi.sospedra@protonmail.com,,Web Form Fillout
10606633,,Nicholas Cavallaro,Portfolio Manager,City National Rochdale,nicholas.cavallaro@cnr.com,800-245-9888,List Import
10618850,,Linda Wieczorek,,,lwieczorek@buckinghamgroup.com,,List Import
11136104,Inactive Investor,Theresa Lewis,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",tlewis15@ml.com,,Salesforce
229844,, -,,[[Unknown]],jaser62@gmail.com,,
332831,,Jason Overholtzer,"Director, Investment Research",Beacon Pointe,joverholtzer@beaconpointe.com,,
10955768,Inactive Investor,Christopher Barrett,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10854077,Inactive Investor,Raymond Leslie,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Cypress TX 15380 N Eldridge Pkwy,raymond.d.leslie@jpmorgan.com,,Salesforce
11107170,Inactive Investor,Eli Russell,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,eli.russell@fmr.com,,Salesforce
11165533,Inactive Investor,Tristan Unsay,,J.P. Morgan Securities LLC San Jose CA 690 River Oaks Pkwy,tristan.unsay@jpmorgan.com,,Salesforce
10509959,,CJ Schaible,Vice President of Sales and Business Development,Vigilant Compliance,cj@vigilantllc.com,,List Import
10612826,,Rebecca Golembiski,Financial Advisor,,rebecca.j.golembiski@ampf.com,,List Import
11173855,Inactive Investor,Stephen Young,Financial Advisor,Brookstone Capital Management LLC Fort Lauderdale FL 3681 NW 111th Ave,,,Salesforce
10793655,Inactive Investor,Timothy O'Connor,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10958819,Inactive Investor,Gabrielle Alexander,,"Allstate Financial Services, LLC Fort Mill SC 318 Tom Hall St",,,Salesforce
10915151,Inactive Investor,Tanner Bonham,Financial Advisor,Edward Jones Edmond OK 1961 W 33rd St,,,Salesforce
9544731,,Jordan England,,,jordan-england@hotmail.com,,List import
10896925,Inactive Investor,Adam Levy,Wealth Advisor,LPL Financial LLC Mercer Island WA 9725 SE 36th St,adam.levy@lpl.com,,Salesforce
11144346,Inactive Investor,Alfred Farrell,Financial Advisor,PNC Investments Holmdel NJ 2109 State Rte 35,alfred.farrell@pnc.com,,Salesforce
10804389,Inactive Investor,Thomas Moran,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10844762,Inactive Investor,Clayton Hall,Managing Director;Member;Partner,"Windsor Advisory Group, LLC",chall@wag-llc.com,,Salesforce
11254592,Inactive Investor,Jeffrey Mullen,,Purshe Kaplan Sterling Investments,jmullen@pksinvest.com,,Salesforce
11060108,Inactive Investor,Andrea Brashears-Sampson,Member;President;Senior Financial Counselor,"Wise Financial Counsel, LLC",andrea@wisefinco.com,,Salesforce
10614708,,James Maguire,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President - Wealth Management",,james.p.maguire@morganstanley.com,,List Import
9648288,,Alexis Rolando Vallejos,,,ar.vallejos@icloud.com,,List import
11121083,Inactive Investor,Ruth Sands,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,ruth.sands.if4i@statefarm.com,,Salesforce
10767282,Inactive Investor,Bertin Stuckart,,Cetera Advisor Networks LLC Bluffton SC 12 Palmetto Way,,,Salesforce
11111012,Inactive Investor,Arthur Rollins,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",art_rollins@ml.com,,Salesforce
11040029,Inactive Investor,George Martell,,"Centaurus Financial, Inc. Lake Havasu City AZ 116 Lake Havasu Ave S",gmartell@cfiemail.com,,Salesforce
10911415,Inactive Investor,James Parris,Chief Compliance Officer;Chief Executive Officer;Founder,Ivory Wealth Management Inc. South Floral Park NY 258 Marguerite Ave,james.parris@ivorywm.com,,Salesforce
11110411,Inactive Investor,Cambell Conard,Financial Planning Associate;Investment Advisor Representative,Shepherd Wealth Partners Waxhaw NC Private Residence,,,Salesforce
11034305,Inactive Investor,Cory Shick,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,cdshick@ft.newyorklife.com,,Salesforce
11177532,Inactive Investor,Monica Jennings,Director;President,"Jennings Financial Planning, Inc.",monica@jenningsfp.com,,Salesforce
11158542,Inactive Investor,Tammy Goodman,Chief Compliance Officer;Financial Planner;Founder;Manager,"Tammy Goodman Financial, LLC Charlotte NC Private Residence",,,Salesforce
10963755,Inactive Investor,Adrian Santana Valenzuela,,"U.S. Bancorp Investments, Inc. Kansas City MO 4600 Madison Ave",adrian.santana@usbank.com,,Salesforce
206795,,Spencer Kravitz,,[Unknown],skrav50188@aol.com,,
11100651,Inactive Investor,Frank Murry,,LPL Financial LLC Columbia MD 9841 Brokenland Pkwy,frank.murry@lpl.com,,Salesforce
11048171,Inactive Investor,Alec Herbert,Financial Advisor,Key Investment Services LLC Burlington VT 1127 North Ave,alec_herbert@kisinvestments.com,,Salesforce
10847993,Inactive Investor,Daniel Quesada,Chief Financial Officer;Owner;President,"Oak Tree Securities, Inc. Brentwood CA Private Residence",dquesada@oaktreesecurities.net,,Salesforce
9578490,,Brian Lakkides,,,brianl@financialfreedomhouse.com,,List import
10760778,Inactive Investor,Steven Davidson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",steven_davidson@ml.com,,Salesforce
10767900,Inactive Investor,E Steinberg,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Jenkintown PA 165 Township Line Rd,matthew.steinberg@opco.com,,Salesforce
10858791,Inactive Investor,Jason Kaimer,Financial Advisor;Senior Vice President,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,jason.kaimer@ubs.com,,Salesforce
10968834,Inactive Investor,Zachary Pidgeon,,Cetera Advisors LLC Clifton Park NY 6 Executive Park Dr,,,Salesforce
9625071,,Hyungkyu Ryu,,,dipfox@gmail.com,,List import
10804771,Inactive Investor,Steven Devlin,Financial Services Representative,"Principal Securities, Inc. Powell OH 9783 Fairway Blvd",devlin.steve@principal.com,,Salesforce
9570426,,Itzhak Gartenberg,,,igartenberg@knighthead.com,,List import
10995051,Inactive Investor,Theodore Hunt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
228050,, -,,[Unknown],theholiestholy1@protonmail.com,,Organic Search
10895641,Inactive Investor,Steven Erkel,,"Northwestern Mutual Investment Services, LLC Prior Lake MN 4719 Park Nicollet Ave SE",steven.erkel@nm.com,,Salesforce
11157173,Inactive Investor,Wayne Burrow,,Country Capital Management Company Salem OR 1915 Liberty St NE,,,Salesforce
10818981,Inactive Investor,Aleisha Bemis,Financial Advisor,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,aleisha.bemis@morganstanley.com,,Salesforce
10788843,Inactive Investor,Eric Hediger,,Goldman Sachs & Co.,eric.hediger@gs.com,,Salesforce
11082379,Inactive Investor,Christine Heuston,,Commonwealth Financial Network,cheuston@commonwealth.com,,Salesforce
11217854,,Mauricio De La Garza,,,mauricio.de-la-garza@jpmorgan.com,,List Import
11086412,Inactive Investor,Joress Issagholian,,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,joress.issagholian@jpmorgan.com,,Salesforce
9598373,,Kevin Yu,,,kevinyu@yunistone.com,,List import
10884201,Inactive Investor,Carl Alongi,Senior Consultant,REDW Wealth LLC,calongi@redw.com,,Salesforce
11087771,Inactive Investor,Scott Severino,,LPL Financial LLC,scott.severino@lpl.com,,Salesforce
11068466,Inactive Investor,Robert Schraeder,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",,,Salesforce
10905989,Inactive Investor,Jiao Zhou,,Evercore Group L.L.C.,,,Salesforce
11007734,Inactive Investor,Paul Nehr,,PFS Investments Inc. Lombard IL 10 E 22nd St,pnehr@primerica.com,,Salesforce
10998568,Inactive Investor,Jonathan Bailey,Financial Coach,"Rebel Financial, LLC",jonathan@rebelfinancial.com,,Salesforce
11012689,Inactive Investor,Sydney Haines,,"Principal Securities, Inc.",,,Salesforce
11000055,Inactive Investor,Sarah Specht,Financial Advisor,Savant Wealth Management Cedar Rapids IA 221 3rd Ave SE,sspecht@savantwealth.com,,Salesforce
10753173,Inactive Investor,Robert Mancino,First Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,rob.mancino@ubs.com,,Salesforce
11076884,Inactive Investor,Kerry Wickler,,Country Capital Management Company Byron IL 103 Grant St,k.wickler@countryfinancial.com,,Salesforce
3630601,,John Rundle,,,john.b.rundle@gmail.com,5304004970,Web Form Fillout
11101616,Inactive Investor,Nanette Dutcher,,State Farm VP Management Corp. Lakeport CA 2170 S Main St,nanette.dutcher.c2wp@statefarm.com,,Salesforce
10966700,Inactive Investor,Eileen Loustau,Financial Planner,Asti Financial Management Berkeley CA 1003 Jones St,eileen@astifinancial.com,,Salesforce
11070847,Inactive Investor,Kevin Cook,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",kevin.r.cook@ml.com,,Salesforce
10968527,Inactive Investor,Joseph O'Brien,,Fidelity Brokerage Services LLC,,,Salesforce
11079993,Inactive Investor,Michael Dutton,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Everett WA 2825 Colby Ave,mdutton@dadco.com,,Salesforce
11232939,Inactive Investor,Brandon Minovitz,Executive Director,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",brandon.minovitz@wellsfargoadvisors.com,,Salesforce
10882775,Inactive Investor,Allie Long-Innes,Financial Sales Assistant,&Partners,akirkpatrick@aintreecap.com,,Salesforce
11050672,Inactive Investor,Christopher Bradley,Area Director,"MML Investors Services, LLC New Albany OH 6525 W Campus Oval",johnbradley@financialguide.com,,Salesforce
11127181,Inactive Investor,Nola Crooks,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10867649,Inactive Investor,Christina Clemons,,MissionSquare Investment Services,cclemons@icmarc.org,,Salesforce
11085475,Inactive Investor,Scott Thompson,Financial Planner,LPL Financial LLC Longview WA 822 Commerce Ave,,,Salesforce
10966574,Inactive Investor,Mohammed Barakat,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
8468130,,Bryant Eadon,,,bryant@coindelta.io,,Web Form Fillout
9606225,,Juan Santaella,,,juansantaella45@gmail.com,,List import
10753698,Inactive Investor,Vern Vliet,,"Avantax Investment Services, Inc. Hutchinson MN 60 Academy Ln NW",,,Salesforce
10762022,Inactive Investor,Sheryl Collins,Portfolio Associate,Morgan Stanley Eureka CA 2421 Buhne St,,,Salesforce
9579750,,Jeremy Maco,,,jmaco@american-securities.com,,List import
9582788,,Scott Woodruff,Vice President,Fisher Investments,s.woodruff@fi.com,,List import
10830056,Inactive Investor,Christine Sterr,,Robert W. Baird & Co. Incorporated,csterr@rwbaird.com,,Salesforce
10806236,Inactive Investor,Gary Edgar,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",gary.edgar@wellsfargo.com,,Salesforce
5686923,,David Gaval jr,,,mrbitcoins123@gmail.com,,Web Form Fillout
11170348,Inactive Investor,Loni Ang,Partner;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",loni_ang@ml.com,,Salesforce
9572261,,Schuyler Perry,,,sperry@firstrepublic.com,,List import
10941241,Inactive Investor,McKennon Hodge,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10936187,Inactive Investor,John Davenport,Chief Executive Officer;Founder;President,"Davenport & Associates, Inc.",jdavenport@jdavenportassociates.com,,Salesforce
242781,,Amir Uddin,Na,[Unknown],aamir.uddin@gmail.com,,Database Upload
11083538,Inactive Investor,Dennis Sandelski,Assistant Vice President;Vice President,"OneAmerica Securities, Inc.",,,Salesforce
10906679,Inactive Investor,Jorge Torres,Financial Advisor;Financial Planning Specialist,Morgan Stanley Riverhead NY 611 E Main St,jorge.torres1@morganstanley.com,,Salesforce
11199110,Inactive Investor,William Meadows,,"Voya Financial Advisors, Inc. Birmingham AL 120 Office Park Dr",william.meadows@voyafa.com,,Salesforce
11162140,Inactive Investor,Cristina O'Neill,Assistant Vice President,Neuberger Berman BD LLC,cristina.o-neill@nb.com,,Salesforce
10900493,Inactive Investor,Kyle Brough,,Fidelity Brokerage Services LLC,kyle.brough@fidelity.com,,Salesforce
10916846,Inactive Investor,Jackson Rau,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",jackson.rau@ml.com,,Salesforce
11142367,Inactive Investor,Brian Galarza,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",brian.galarza@ml.com,,Salesforce
9609546,,Jordan Lennen,,,jordanlennen@gmail.com,,List import
9622063,,Didier Goepfert,,,custodian@kapilendo.de,,List import
9593170,,SONIA LI,,,sora6763@gmail.com,,List import
11108267,Inactive Investor,Hratch Andreassian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",hratch.andreassian@ml.com,,Salesforce
11185912,Inactive Investor,Jessica Espinoza,Managing Director;Senior Vice President,NFP Retirement Inc.,jespinoza@nfp.com,,Salesforce
215618,,Tim Del Bello,,[Unknown],tdelbello@nylventures.com,,
9647195,,Fernando Escalante,,,catracho12378@yahoo.com,,List import
11173117,Inactive Investor,William Haigh,,"Advanced Advisor Group, LLC Peoria AZ Private Residence",billh@tsainvest.com,,Salesforce
11221783,,Thomas Hirschmann,,,tom.hirschmann@hwcm.com,,List Import
11002014,Inactive Investor,Roseann Klinger,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,rklinger@primerica.com,,Salesforce
46720,,Huey Heise,,Regal Investment Advisors LLC,kheise@regalfin.com,616-224-2204,
10971193,Inactive Investor,Shannen Capriotti,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,,,Salesforce
10604821,,David Petrocelli,,,david.petrocelli@outlook.com,,Web Form Fillout
11151338,Inactive Investor,Kyle Herrman,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City KS 805 N Main St",kyle.herrman@wellsfargoadvisors.com,,Salesforce
35762,,Steven Glenn,Financial Advisor,"MML Investors Services, LLC",sglenn@massmutual.com,904-997-2348,
10993033,Inactive Investor,Bryant Vasquez,,PFS Investments Inc. Brentwood TN 1804 Williamson Ct,bryant.vasquez@primerica.com,,Salesforce
10926433,Inactive Investor,David Leek,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,david_leek@vanguard.com,,Salesforce
11028379,Inactive Investor,Maximino Bautista,,Key Investment Services LLC,maximino.bautista@key.com,,Salesforce
10933263,Inactive Investor,Christine Allchin,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",christine.allchin@nm.com,,Salesforce
10760158,Inactive Investor,Willard Richardson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",dawson_richardson@ml.com,,Salesforce
10606407,,Bruce Brown,"Financial Advisor, Investment Officer, Managing Director, Portfolio Manager","Wells Fargo Clearing Services, LLC",bruce.d.brown@wellsfargoadvisors.com,203-222-5363,List Import
11094252,Inactive Investor,Jason Johnson,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,jason.johnson.w34u@statefarm.com,,Salesforce
11040615,Inactive Investor,Matthew Blazewick,Client Specialist,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,mblazewick@rwbaird.com,,Salesforce
120227,,Mark Maggio,,"VALIC Financial Advisors, Inc.",mark.maggio@valic.com,703-652-3832,
9546514,,Ian Wong,,,joonian@cryptographic.media,,List import
10331244,,Simone Mazzuca,,,simone@wallex.global,,Web Form Fillout
10795284,Inactive Investor,Montford Will,,LPL Financial LLC Columbus OH 300 E Broad St,m.will@lpl.com,,Salesforce
26040,,Marcello Correa,Shareholder And Director,Greytown Advisors,mcorrea@greytownadvisors.com,1-305-901-1202,Manual List Upload
11058008,Inactive Investor,Dennis Rogers,,United Planners' Financial Services of America A Limited Partner Phoenix AZ 7210 N 16th St,,,Salesforce
10993322,Inactive Investor,Gregory Killilea,Financial Consultant,"Asset Strategy Advisors, LLC Natick MA 24 Superior Dr",gpk@assetstrategy.com,,Salesforce
11048387,Inactive Investor,Susan Ansell,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,susan.ansell@primerica.com,,Salesforce
10960810,Inactive Investor,Robert Sekerak,,"Avantax Investment Services, Inc. Johnstown PA 237 Johns St",,,Salesforce
11172540,Inactive Investor,Robert Scott,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",bob_scott@ml.com,,Salesforce
10914427,Inactive Investor,Andrew Oremland,Financial Advisor,Robert W. Baird & Co. Incorporated West Palm Beach FL 777 S Flagler Dr,aoremland@rwbaird.com,,Salesforce
11053741,Inactive Investor,Jessy Mogro,,Snowden Account Services LLC,jmogro@snowdenlane.com,,Salesforce
10933955,Inactive Investor,William Jenkinson,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10879234,Inactive Investor,Sallie Hadden,Private Wealth Advisor,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",salliehadden@synovus.com,,Salesforce
10942254,Inactive Investor,Robert Dieter,Chief Compliance Officer;Chief Financial Officer,"Contrast Capital Management, LLC",,,Salesforce
10938824,Inactive Investor,Ferron Staheli,,"Farmers Financial Solutions, LLC Saint George UT 1224 S River Rd",,,Salesforce
11078136,Inactive Investor,Clinton Merka,Associate,Edward Jones Plano TX 305 W Spring Creek Pkwy,,,Salesforce
11142403,Inactive Investor,Lori Bebee,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Bay City MI 1602 S Euclid Ave",lori.bebee@prudential.com,,Salesforce
10963991,Inactive Investor,Kay Kelley,,"Wells Fargo Clearing Services, LLC Houston TX 6907 FM 1960 Rd W",,,Salesforce
9581320,,Bill Brindise,,,billbrindise@gmail.com,,List import
11135823,Inactive Investor,Frederick Meagher,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",frederick.meagher@equitable.com,,Salesforce
11039423,Inactive Investor,Karissa Smith,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
11087981,Inactive Investor,James Notarianni,Financial Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 1418 S 13th St",james.f.notarianni@ampf.com,,Salesforce
10940729,Inactive Investor,John Brock-Edgar,Chief Compliance Officer;Investment Advisor Representative;Principal,"LDN Wealth, LLC",john@ldn-wealth.com,,Salesforce
9569956,,Bryan Powell,,,powell.bryan@principal.com,,List import
11134634,Inactive Investor,Laura Taylor,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,lauraataylor@primerica.com,,Salesforce
11027889,Inactive Investor,Stacie Zapfel,Chief Compliance Officer;Investment Advisor Representative;Wealth Advisor,"Centric Wealth Management, LLC",szapfel@fgmkpreservationcapital.com,,Salesforce
11082724,Inactive Investor,Elizabeth Cody,Senior Wealth Manager,"Sand Hill Global Advisors, LLC",,,Salesforce
11174262,Inactive Investor,Oyinlola Balogun,,LPL Financial LLC Gambrills MD 2637 Brandermill Blvd,oyinlola.balogun@lpl.com,,Salesforce
9553494,,Arthur Tesser,,,atesser@aol.com,,List import
107429,,Bryan Tarrolly,,Midwest Surgical Inc - Conformis,bryan@amdistribute.com,3204921935,
10878334,Inactive Investor,Lori Dugger,Financial Advisor,"U.S. Bancorp Investments, Inc. Jefferson City MO 101 W McCarty St",lori.dugger@usbank.com,,Salesforce
11038781,Inactive Investor,Robert Travis,,"Crescent Securities Group, Inc.",,,Salesforce
9617809,,Brian Rudick,,,brudick@bamfunds.com,,List import
11104578,Inactive Investor,Theresa Flynn,,PNC Investments Cleveland OH 1900 E 9th St,theresa.flynn@pnc.com,,Salesforce
10903385,Inactive Investor,Kenroy Carty,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",kenroy.carty@ml.com,,Salesforce
10762777,Inactive Investor,Denise McLaughlin,Assistant Vice President;Senior Registered Associate;Wealth Management Associate,Morgan Stanley Marlton NJ 303 Lippincott Dr,denise.mclaughlin@morganstanley.com,,Salesforce
10756250,Inactive Investor,Jennifer Ferguson,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Jacksonville Beach FL 1525-B The Greens Way",jennifer.ferguson@wellsfargo.com,,Salesforce
10849999,Inactive Investor,Michael Armstrong,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",paul.armstrong@nm.com,,Salesforce
10770431,Inactive Investor,Xi Wang,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,sheila.wang@morganstanley.com,,Salesforce
9590265,,Jean-Marc Lai,,,jeanmarc.lai@gmail.com,,List import
11211964,Inactive Investor,Megan Maynard,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,,,Salesforce
9600855,,Sherrie Kerr,,,skerr@umpquainvestments.com,,List import
9566381,,Sathish Dharma,,,sathish.dharma@pnc.com,,List import
10957991,Inactive Investor,Jeremy Engel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11098998,Inactive Investor,Jason Gruse,Financial Advisor,Edward Jones Charleston WV 5707 Maccorkle Ave SE,jason.gruse@edwardjones.com,,Salesforce
10816284,Inactive Investor,Steven Olson,Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,steven.olson@jpmorgan.com,,Salesforce
11168009,Inactive Investor,Thomas Hale,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
6792358,,Saiful Islam,,,sm.37126992@gmail.com,,Web Form Fillout
11208922,Inactive Investor,Wilson Sundvold,Investment Advisor,Sundvold Financial,wilson@sundvold.com,,Salesforce
10763431,Inactive Investor,Kevin Washington,Regional Vice President,PFS Investments Inc. Wilmington DE 1203 N Orange St,kevin.washington@primerica.com,,Salesforce
10996629,Inactive Investor,Noushin Abbassi,,J.P. Morgan Securities LLC Falls Church VA 6367 Seven Corners Ctr,noushin.abbassi@jpmorgan.com,,Salesforce
10971423,Inactive Investor,Alberto Garcia,,PFS Investments Inc. Lawndale CA 14829 Hawthorne Blvd,alberto.garcia@primerica.com,,Salesforce
10941904,Inactive Investor,Douglas Bock,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",douglas.bock@ampf.com,,Salesforce
11127124,Inactive Investor,John Emington,,Cetera Advisor Networks LLC Cadillac MI 9052 E 13th St,,,Salesforce
10892076,Inactive Investor,Shawna Bradfute,Financial Advisor,Edward Jones Waco TX 6403 Cobbs Dr,shawna.bradfute@edwardjones.com,,Salesforce
342486,,Robert Demmett,Wealth Advisor,Withum Wealth Management,rdemmett@withum.com,732-450-0147,Manual List Upload
9600411,,REGINALD NIKOLAU TORA,,,reginaldtora@icloud.com,,List import
10907740,Inactive Investor,Robert Claros,,"Cadaret, Grant & Co., Inc. Pasadena CA 16 N Marengo Ave",,,Salesforce
11114104,Inactive Investor,Margaret Kirsop,,Morgan Stanley Columbus OH 4343 Easton Cmns,margaret.kirsop@morganstanley.com,,Salesforce
226351,,Elena -,,Investor,elenahhu@yahoo.com,,Initial Salesforce Import
219106,,Muhibi Kelani,,[Unknown],makit1208@googlemail.com,,source
10883292,Inactive Investor,Donna Sabo,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",donna.sabo@nm.com,,Salesforce
10613531,,Sam Giliberti,"Financial Advisor, Senior Vice President - Wealth Management",,sam.giliberti@ubs.com,,List Import
10782708,Inactive Investor,Derek Kump,,Goldman Sachs & Co.,derek.kump@gs.com,,Salesforce
10814199,Inactive Investor,Eric Strickland,,"Cadaret, Grant & Co., Inc. Melbourne FL Private Residence",estrickland@cadaretgrant.com,,Salesforce
10865811,Inactive Investor,Travis Wilson,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10802610,Inactive Investor,Richard Rogers,Senior Vice President - Wealth Management,UBS Financial Services Inc. Newtown PA 411 S State St,richard.d.rogers@ubs.com,,Salesforce
10615003,,Derek Finnell,"Financial Advisor, Senior Portfolio Manager, Vice President",,derek.finnell@morganstanley.com,,List Import
9558311,,Jasper Vanvliet,,,jasper.vanvliet@fmr.com,,List import
10762729,Inactive Investor,Paul Lewis,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,paul.m.lewis@ubs.com,,Salesforce
11100024,Inactive Investor,James Culp,Associate,Thrivent Investment Management Inc. Lexington SC 1909C Augusta Hwy,james.culp@thrivent.com,,Salesforce
11155114,Inactive Investor,Sara Root,,Goldman Sachs & Co. Denver CO 205 Detroit St,,,Salesforce
11017140,Inactive Investor,Thomas Hatfield,Associate Financial Advisor,"Brasada Capital Management, LP",,,Salesforce
11007919,Inactive Investor,John Hinkle,,Lombard Securities Incorporated Nokesville VA Private Residence,jhinkle@golombard.com,,Salesforce
10999108,Inactive Investor,Marla Edwards,,"Woodmen Financial Services, Inc. Jena LA 1720 E Oak St",mjedwards@woodmen.org,,Salesforce
11145563,Inactive Investor,Pamela Espinoza,Portfolio Associate;Senior Registered Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,pamela.espinoza@morganstanley.com,,Salesforce
10972090,Inactive Investor,Anthony Chisolm,Investment Advisor,"Schechter Investment Advisors, LLC",achisolm@schechterwealth.com,,Salesforce
4487589,,Brendan Leannon,,,robbieblue@putrajayabaya.skom.id,,Web form fillout
11157483,Inactive Investor,Philip Viehl,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",philip_c_viehl@ml.com,,Salesforce
66210,,Richard Tucker,Investment Executive,"Fifth Third Securities, Inc.",rich.tucker@53.com,614-539-2691,
11021494,Inactive Investor,Adam Herdel,,Vanguard Marketing Corporation,adam_herdel@vanguard.com,,Salesforce
11034081,Inactive Investor,Julie Hetland,,"Bleakley Financial Group, LLC Osseo MN 7365 Kirkwood Court N",julie.hetland@bleakley.com,,Salesforce
10613782,,David Ferman,Financial Advisor,,david.ferman@wellsfargoadvisors.com,,List Import
11061868,Inactive Investor,Stephane Alcius,,Fidelity Brokerage Services LLC,,,Salesforce
10854619,Inactive Investor,Pasha Azad,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",pasha.azad@bernstein.com,,Salesforce
10994344,Inactive Investor,William Maung,Operations Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11096294,Inactive Investor,Ian Fremer,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",ian_s_fremer@ml.com,,Salesforce
10845713,Inactive Investor,Todd Newman,Financial Advisor;Senior Financial Advisor;Senior Portfolio Manager;Vice President - Investments,Morgan Stanley Reading PA 1350 Broadcasting Rd,todd.newman@wellsfargoadvisors.com,,Salesforce
9561823,,Matthew Fish,,,walkwithandy@hotmail.com,,List import
11138677,Inactive Investor,Charlotte Birk,Financial Advisor,LPL Financial LLC Carrollton TX 2106 Menton Dr,joyce.birk@lpl.com,,Salesforce
10763215,Inactive Investor,Eric Armas,Vice President;Wealth Management Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,eric.armas@morganstanley.com,,Salesforce
10807977,Inactive Investor,Michael Nadler,Chief Compliance Officer;Co-Chief Investment Officer;Founder;Owner;President,"Nadler Financial Group, Inc.",mnadler@nadlerfinancial.com,,Salesforce
10973699,Inactive Investor,Teresa Biddix,,LPL Financial LLC Murfreesboro TN 805 S Church St,teresa.biddix@lpl.com,,Salesforce
9601521,,Luis Gomez,,,lgomez@gbmi.com,,List import
11080769,Inactive Investor,Alexander Trippi,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11261135,Inactive Investor,Jill Wall,Chief Investment Officer;Member,"ISTO Advisors, LLC",jwall@istoadvisors.com,,Salesforce
10618317,,Christopher McCormick,,,christopher.mccormick@ubs.com,,List Import
241450,,Jesse Root,,D.B. Root & Company,jroot@dbroot.com,(412) 227-2800,Database Upload
11209275,Inactive Investor,Shawn Corbett,,State Farm VP Management Corp. Elkhart IN 223 S Main St,shawn.corbett.k2uz@statefarm.com,,Salesforce
10611550,,Craig Somerby,"Managing Director, Senior Financial Advisor",,craig_somerby@ml.com,,List Import
9632302,,Dale Grant,,,daleegrant1939@gmail.com,,List import
10769641,Inactive Investor,Karen Cleveland,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,karen.cleveland@lpl.com,,Salesforce
9609612,,Chris Larsin,,,larsin@gmail.com,,List import
11157917,Inactive Investor,Mason Swankler,,"Equitable Advisors, LLC Colorado Springs CO 2 N Cascade Ave",mason.swankler@equitable.com,,Salesforce
10914905,Inactive Investor,Jessica Mejia,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,jessica.mejia@jpmorgan.com,,Salesforce
10960792,Inactive Investor,Kurt Fetter,,Four Points Capital Partners LLC Buffalo NY Private Residence,,,Salesforce
11062055,Inactive Investor,Matthew Karpf,,"Raymond James & Associates, Inc.",matthew.karpf@raymondjames.com,,Salesforce
10875720,Inactive Investor,Ralph Scott,Owner,"Scott, Ralph Upton",,,Salesforce
9551663,,Bradley Seib,,,bseib@financialguide.com,,List import
11130388,Inactive Investor,Gregory Esteven,,State Farm VP Management Corp. Amite LA Private Residence,,,Salesforce
9568195,,Benjamin McConnell,,,benjamin.mcconnell@53.com,,List import
11002342,Inactive Investor,Christian Rodriguez,,J.P. Morgan Securities LLC Woodhaven NY 8401 Jamaica Ave,christian.a.rodriguez@chase.com,,Salesforce
9579227,,Harry Harris,,,hharris@massmutual.com,,List import
11165218,Inactive Investor,Nathaniel Michna,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",nathaniel.michna@ml.com,,Salesforce
9642724,,Mark Harvey,,,moneyplancoach@gmail.com,,List import
11136919,Inactive Investor,Kenneth Silverman,,Cetera Advisor Networks LLC Farmingdale NY 500 BI County Blvd,,,Salesforce
9581367,,Mark Greenblatt,,,mgreenblatt@massmutual.com,,List import
10873745,Inactive Investor,Bennett Pardue,Financial Professional;Partner,"Equitable Advisors, LLC Shelton CT 3 Corporate Dr",bennett.pardue@equitable.com,,Salesforce
11105360,Inactive Investor,Leonard Hornung,Financial Advisor,Park Avenue Securities LLC Madison WI 8010 Excelsior Dr,leonard_hornung@glic.com,,Salesforce
9616721,,Brian Brager,,,brian@gonts.com,,List import
9576605,,Kyle Lybarger,,,kyle.lybarger@huntington.com,,List import
11060152,Inactive Investor,Lindsay Spanier Yearsich,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Alexandria VA 333 John Carlyle St,lindsay.spanier.yearsich@morganstanley.com,,Salesforce
234350,, -,,[[Unknown]],baxterbrandon727@yahoo.com,,
10902875,Inactive Investor,James McCuaig,Associate Financial Advisor,"Ameriprise Financial Services, LLC Greensboro NC 3608 W Friendly Ave",james.mccuaig@ampf.com,,Salesforce
373576,,Daniel Shakespear,,[Unknown],shakespeardaniel39@gmail.com,,source
10990039,Inactive Investor,Justin Brenis,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,jmbrenis@ft.newyorklife.com,,Salesforce
340618,,Janet Heintz,Secretary,"Ensenia Wealth, Llc",jheintz@inlandgroup.com,630-218-8000,Manual List Upload
10758362,Inactive Investor,Richard Wilson,First Vice President;Senior Investment Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",richard_m_wilson@ml.com,,Salesforce
11106382,Inactive Investor,Natalie Dymkowski,Client Associate,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
10644123,,Spencer Hunzeker,,,spencer.hunzeker@schwab.com,,List Import
10957542,Inactive Investor,Barbara Mudgett,,Cetera Advisor Networks LLC Sheffield Lake OH Private Residence,,,Salesforce
11193781,Inactive Investor,Della Tilsher,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",della.tilsher@ampf.com,,Salesforce
9578337,,Johana Huff,,,jhuff@calton.com,,List import
10936407,Inactive Investor,Timothy Irwin,,"Wells Fargo Advisors Financial Network, LLC Troy OH 51 S Stanfield Rd",tirwin@wfafinet.com,,Salesforce
11008113,Inactive Investor,Charles Sullivan,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",walker.sullivan.iv@nm.com,,Salesforce
11006395,Inactive Investor,Michael Zrenchak,,LPL Financial LLC Pittsburgh PA 400 Penn Center Blvd,michael.zrenchak@lpl.com,,Salesforce
9543576,,Craig Jones,,,cjones@thecolonygroup.com,,List import
10929022,Inactive Investor,Dquan Applewhite,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10614614,,Loretta Vitale,Financial Advisor,,loretta.vitale@raymondjames.com,,List Import
11223173,,Kevin Corbin,,,kevin.corbin@empower.com,,List Import
11110121,Inactive Investor,Timothy Johnson,Investment Advisor Representative;President,"Virtue Capital Management, LLC Fayetteville NC 588 Executive Pl",tim.johnson@virtuecm.com,,Salesforce
11044862,Inactive Investor,Kevin Kilgren,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",kevin.r.kilgren@ampf.com,,Salesforce
159334,,Blank wu,,[Unknown],ranran7310@gmail.com,,Organic Search
149110,,Thomas Bell,,[Unknown],bellthomas@gmail.com,,
10825854,Inactive Investor,Peter Goudeau,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 757 N Eldridge Pkwy",pete.goudeau@ampf.com,,Salesforce
10861114,Inactive Investor,David Bilski,Vice President,PFS Investments Inc. Buffalo NY 1299 Union Rd,david.bilski@primerica.com,,Salesforce
11056356,Inactive Investor,Annateresa Semeraro,,"TIAA-CREF Individual & Institutional Services, LLC",annateresa.semeraro@tiaa.org,,Salesforce
11010193,Inactive Investor,Jennifer Troiano,Paraplanner,Money Concepts Capital Corp,jgrilliot@moneyconcepts.com,,Salesforce
10843564,Inactive Investor,Kenneth Worley,Financial Advisor;Owner,LPL Financial LLC Wichita Falls TX 3508 McNiel Ave,kenneth.worley@lpl.com,,Salesforce
11187684,Inactive Investor,Chloe Doumar,,Goldman Sachs & Co.,,,Salesforce
11160226,Inactive Investor,Jon Gruenewald,,"Allstate Financial Services, LLC East Syracuse NY 6701 Manlius Center Rd",,,Salesforce
9605931,,Tuancp -,,,tuancp.pham@gmail.com,,List import
10771831,Inactive Investor,Kathryn Hall,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,kathryn.hall@morganstanley.com,,Salesforce
10957859,Inactive Investor,Kevin Buckley,Financial Advisor,"Wells Fargo Clearing Services, LLC Arlington VA 1011 N Stafford St",kevin.buckley@wellsfargo.com,,Salesforce
341955,,Sylvain Argy,Manager,"Elion Partners, Llc",sargy@elionpartners.com,305-933-3538,Manual List Upload
9599789,,Mike Batista,,,mike.batista@thinkingbeyond.com,,List import
10778562,Inactive Investor,Vitaliy Biley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,vitaliy.biley@fidelity.com,,Salesforce
10618806,,Kirit Doshi,,,kirit.doshi@morganstanley.com,,List Import
11020549,Inactive Investor,Diana Fernandez,,"Amerant Investments, Inc.",,,Salesforce
6409183,,73399177536 pappsaini,,,pappumpappumali268@gmail.com,,Web Form Fillout
11132399,Inactive Investor,Elsa Infante,,J.P. Morgan Securities LLC Miami FL 8700 SW Coral Way,elsa.infante@jpmorgan.com,,Salesforce
10949632,Inactive Investor,Lea Mezzanotte,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,,,Salesforce
10975607,Inactive Investor,Sam Fils-Aime,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11074098,Inactive Investor,Thomas Mullooly,Financial Advisor,Edward Jones Port Chester NY 111 S Ridge St,thomas.mullooly@edwardjones.com,,Salesforce
10797384,Inactive Investor,Jason Pitts,,"Cambridge Investment Research, Inc. Leesburg VA 44084 Riverside Pkwy",,,Salesforce
10904262,Inactive Investor,Eleni Ftikas,,"Cambridge Investment Research, Inc. Arlington Heights IL 3255 N Arlington Heights Rd",,,Salesforce
10959073,Inactive Investor,James Fleager,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11149162,Inactive Investor,David Maury,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",david.maury@nm.com,,Salesforce
10958785,Inactive Investor,Eric Albright,,Cape Securities Inc. York PA 2215 E Market St,ealbright@capesecurities.com,,Salesforce
10810173,Inactive Investor,Charles Sleeth,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
9584502,,Daegwang Yang,,,abyss0427@gmail.com,,List import
11141453,Inactive Investor,Robert Sullivan,,"R. Seelaus & Co., LLC",rsullivan@rseelaus.com,,Salesforce
10983578,Inactive Investor,Michael Matt,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,michael.matt@primerica.com,,Salesforce
10941133,Inactive Investor,Syed Imam,,Goldman Sachs & Co.,,,Salesforce
11173926,Inactive Investor,Jared Smith,,"N.I.S. Financial Services, Inc.",,,Salesforce
9617677,,Daniel Smereczynski,,,djs@firstanalysis.com,,List import
11062990,Inactive Investor,Susan Osborn,,"Osaic Wealth, Inc. Camarillo CA 770 Paseo Camarillo",,,Salesforce
9564488,,Camila Espinosa,,,camilaa.espinosa@urosario.edu.co,,List import
9608537,,Todd Lawson,,,gobluehero@yahoo.com,,List import
9563084,,Mitchell Katz,,,mitchellkatz729@gmail.com,,List import
10798673,Inactive Investor,Joel Barrett,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,jbarrett@rockco.com,,Salesforce
10759612,Inactive Investor,Joseph Ciccariello,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10983576,Inactive Investor,Theodore Schlipp,,"Farmers Financial Solutions, LLC Phoenix AZ 24000 N Farmers Way",theodore.schlipp@farmersinsurance.com,,Salesforce
9627982,,Andre Moore,,,dex35@comcast.net,,List import
11109895,Inactive Investor,Declan Mahar,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",declan_mahar@ml.com,,Salesforce
154023,,Cristian Anca,,[Unknown],cristian.anca@gmail.com,,
10895080,Inactive Investor,Stephen Stemple,,"MML Investors Services, LLC Morris Plains NJ Private Residence",sstemple@financialguide.com,,Salesforce
10918682,Inactive Investor,Jarrell Witty,,"Osaic Wealth, Inc. Chillicothe OH 14 S Paint St",,,Salesforce
215653,,Juan Ordonez,Managing Director,Tinello Capital,jordonez@tinellocapital.com,,Content
9623091,,Ernesto Navarro,,,navarroernesto1@gmail.com,,List import
10806511,Inactive Investor,Bridget Wright,,Evercore Group L.L.C.,bridget.wright@evercore.com,,Salesforce
10876267,Inactive Investor,Gerardo Panetta,,"First Command Brokerage Services, Inc. Aiea HI 98-211 Pali Momi St",gvpanetta@firstcommand.com,,Salesforce
81958,,Diane Sarao,Financial Planner,"SagePoint Financial, Inc.",dsarao@sagepointadvisor.com,800-552-3319,
11062068,Inactive Investor,Foster Gaylor,Associate,"Raymond James & Associates, Inc. Palm Beach FL 250 Royal Palm Way",foster.gaylor@alexbrown.com,,Salesforce
10988072,Inactive Investor,Kristin Engelhardt,,LPL Financial LLC Fargo ND 4133 30th Ave S,kristin.l.petrik@lpl.com,,Salesforce
10894621,Inactive Investor,Jie Liu,,J.P. Morgan Securities LLC Irvine CA 4820 Irvine Blvd,jie.liu@jpmorgan.com,,Salesforce
353265,,RICHARD DSOUZA,Vice President,Lundy Investors,r.dsouza@lundyinvestors.com,,Event
10998901,Inactive Investor,Glen Asbury,,"Bankers Life Securities, Inc. Lafayette IN 3595 Sagamore Pkwy N",glen.asbury@bankerslife.com,,Salesforce
10857228,Inactive Investor,Gregory Cross,,"Packerland Brokerage Services, Inc. Madison WI 629 Gately Ter",gregory_cross@packerlandbrokerage.com,,Salesforce
11233595,Inactive Investor,Paul Deairis Howard,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11019144,Inactive Investor,Florentina Baxter,,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,florentina.baxter@jpmorgan.com,,Salesforce
5036028,,Pat O,,,pohara2012@gmail.com,,Web Form Fillout
11194939,Inactive Investor,Edward Higgins,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",edward.j.higgins@wellsfargoadvisors.com,,Salesforce
10852979,Inactive Investor,Timothy McGarrity,Chief Financial Officer;Executive Vice President,Clark Capital Management Group Inc,tmcgarrity@ccmg.com,,Salesforce
11144103,Inactive Investor,jim Sparrow,Financial Advisor,Edward Jones Lincoln IL 220 S Kickapoo St,jim.sparrow@edwardjones.com,,Salesforce
10834672,Inactive Investor,Michael Landau,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Ketchum ID 111 N Main",,,Salesforce
9635893,,Alex Reffett,,,areffett@acgwealth.com,,List import
335647,,Takashi Kurosawa,Director,Nikko Asset Management Europe Ltd,takashi.kurosawa@nikkoam.com,INT-L+4-42077969866,Manual List Upload
10854139,Inactive Investor,Michael Mckegney,,Citigroup Global Markets Inc.,,,Salesforce
10905552,Inactive Investor,Robert Swanson,,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",rswanson@wisdirect.com,,Salesforce
11117295,Inactive Investor,Michael Sofia,Financial Representative;Regional Vice President,PFS Investments Inc. Houston TX 11811 North Fwy,michael.sofia@primerica.com,,Salesforce
10767600,Inactive Investor,Susan Delcambre,Assistant Vice President;Wealth Management Associate,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,susan.delcambre@morganstanley.com,,Salesforce
11100617,Inactive Investor,Robert Foret,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11013128,Inactive Investor,Timothy Krider,,"Allstate Financial Services, LLC Roaring Spring PA 7749 Woodbury Pike",timothykrider@allstate.com,,Salesforce
10765767,Inactive Investor,Robert Seibert,,Cetera Financial Specialists LLC Hemet CA 805 E Florida Ave,robert.seibert@ceterafs.com,,Salesforce
9557400,,Mauro Lopardo,,,maurolopardo@arnet.com.ar,,List import
10812787,Inactive Investor,Thomas Zugger,,"MML Investors Services, LLC Buffalo NY 37 Franklin St",trzugger@financialguide.com,,Salesforce
9632453,,Huan Liu,,,huanlh10@gmail.com,,List import
10757736,Inactive Investor,Thomas Ward,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",,,Salesforce
10978634,Inactive Investor,David Stelmaszewski,,"WEA Investment Services, Inc.",dstelmaszewski@weabenefits.com,,Salesforce
10615507,,Kristian Mariaca,"Family Wealth Director, Financial Advisor, International Client Advisor, Senior Portfolio Management Director, Senior Vice Presi",,kris.mariaca@morganstanley.com,,List Import
11131267,Inactive Investor,Todd Porter,Personal Banker;Premier Banker,"Wells Fargo Clearing Services, LLC La Verne CA 1487 Foothill Blvd",todd.porter@wellsfargo.com,,Salesforce
9588960,,Rick Almaguer,,,rick@scfsecurities.com,,List import
10887989,Inactive Investor,Roxanne Swendrowski,,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
10603788,,Jonathan Sands,Chief Executive Officer,Artist Capital Management LLC,jonathansands@hotmail.com,,List Import
10488026,,Charles Winograd,Senior Managing Partner,"Elm Park Capital Management, LLC",cwinograd@elmparkcap.com,,List Import
10973550,Inactive Investor,Blake Thomason,,J.P. Morgan Securities LLC Richland WA 711 Jadwin Ave,blake.thomason@jpmorgan.com,,Salesforce
9621315,,Joel Ceckanowicz,,,joelceckanowicz@me.com,,List import
11066667,Inactive Investor,Elizabeth Riley,,Lincoln Investment Rockville MD 1 Research Ct,eriley@lincolninvestment.com,,Salesforce
11015947,Inactive Investor,Andrew Petros,,"Osaic Wealth, Inc. Twinsburg OH 8054 Darrow Rd",,,Salesforce
9640395,,Trey Sheain,,,tsheain@jhu.edu,,List import
10956087,Inactive Investor,Jerry Wagner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",,,Salesforce
10648081,,Maxwell Anderson,,,max@saturnfive.com,,List Import
10793135,Inactive Investor,Roderick Mcrae,Managing Partner,McRae Capital Management Inc.,rmcrae@mcraecapital.com,,Salesforce
11069090,Inactive Investor,John Gingas,,Commonwealth Financial Network East Lansing MI 333 Albert Ave,jgingas@commonwealth.com,,Salesforce
10980526,Inactive Investor,Alexander Bujacich,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,abujacich@ft.newyorklife.com,,Salesforce
10618467,,James Borello,,,jim@borellos.com,,List Import
11130502,Inactive Investor,Lauren Newton,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",lauren.newton@bernstein.com,,Salesforce
11099178,Inactive Investor,Richard Robbins,Partner;Senior Private Wealth Advisor,Oakwell Private Wealth Management New Braunfels TX 1619 E Common St,rrobbins@oakwellpwm.com,,Salesforce
371882,,Ryan Thompson,,United States,ryanthomps212@gmail.com,,Salesforce
10981339,Inactive Investor,Roger Downey,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10646752,,Megan Kanter,,,mkanter@monetagroup.com,,List Import
10954909,Inactive Investor,Brian Smith,Chief Executive Officer,Axis Point Capital Newport Beach CA 25 Ridgeline Dr,,,Salesforce
348341,,Robert Jacobs,Member,Jacobs Equity,robert@jacobsequity.com,650-387-3808,Manual List Upload
11194742,Inactive Investor,Richard Rose,,"Capital Investment Group, Inc.",rerose@capital-invest.com,,Salesforce
11025802,Inactive Investor,Logan Beal,Financial Advisor,Edward Jones Bradenton FL 1826 59th St W,logan.beal@edwardjones.com,,Salesforce
60297,,Thomas Rauchegger,Founder,"Cramer & Rauchegger, Inc.",tom@cramerandrauchegger.com,407-645-4433,
10880050,Inactive Investor,Tamie Fuller,,J.P. Morgan Securities LLC Merced CA 800 W Olive Ave,tamie.fuller@jpmorgan.com,,Salesforce
10897099,Inactive Investor,Michael Noble,,"Sanctuary Securities, Inc. Toledo OH 14 N Erie St",mnoble@sanctuarywealth.com,,Salesforce
10750633,Inactive Investor,Luis Morales,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
9557088,,Robert Jones,,,hyroller54@yahoo.com,,List import
345570,,Angelo Ciavarella,Operating Partner,Fulham & Co,angelo@fulhamco.com,781-235-2266,Manual List Upload
9551449,,Bill Bellamy,,,billbell@aol.com,,List import
10805016,Inactive Investor,Keith Wheeler,Financial Advisor,Alpha Wealth Management and Planning LLC,keith@alphawmp.com,,Salesforce
11010122,Inactive Investor,Nicholas Lewis,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",,,Salesforce
11062266,Inactive Investor,Craig Denham,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",craig.denham@ml.com,,Salesforce
11220738,,Ryan Hayhurst,,,ryan@gobaker.com,,Other
348122,,Richard Williams,Executive Vice President & Managing Partner,"Westview Capital Management Company, Inc.",rjw@wvcapital.com,617-261-2050,Manual List Upload
11052004,Inactive Investor,Matias Lazzari,,J.P. Morgan Securities LLC Houston TX 600 Travis St,matias.j.lazzari@jpmorgan.com,,Salesforce
10875530,Inactive Investor,Scott Horn,Partner;President,TFO Family Office Partners,shorn@tfophoenix.com,,Salesforce
9608054,,Rodney De La Rosa -,,,rod1457@gmail.com,,List import
11016822,Inactive Investor,Peter Belden,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,,,Salesforce
9544109,,Rosalinda Roberts,,,rosalinda.roberts@securitiesamerica.com,,List import
10817482,Inactive Investor,Blair Shein,Chief Compliance Officer;Chief Executive Officer;President;Vice President,"Compass Financial Group, Inc.",bcs@compassfinancialgroup.com,,Salesforce
9621790,,Cindy Jessie,,,cindyjessie20@gmail.com,,List import
11108312,Inactive Investor,Vincent Crognale,Complex Manager;Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,vcrognale@janney.com,,Salesforce
11196083,Inactive Investor,Jameson Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",,,Salesforce
9628178,,Ravindra Chauhan,,,ravi@gmail.com,,List import
10978529,Inactive Investor,Scott Frunzi,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10914241,Inactive Investor,James Kuroff,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
10912679,Inactive Investor,Ronald Walli,,"Raymond James Financial Services, Inc. Grand Blanc MI 8285 S Saginaw St",ronald.walli@raymondjames.com,,Salesforce
10829827,Inactive Investor,Lenore Rostoni,Financial Advisor,LPL Financial LLC San Rafael CA 1579 Lincoln Ave,lenore.rostoni@lpl.com,,Salesforce
231091,, -,,[[Unknown]],bjark54@gmail.com,,Organic Search
11206843,Inactive Investor,Amy Lagrange,,"FBL Marketing Services, LLC Iowa City IA 2130 Mormon Trek Blvd",,,Salesforce
11135503,Inactive Investor,Joseph Ponchione,,NYLIFE Securities LLC Johnstown PA 1407 Eisenhower Blvd,jpponchione@ft.newyorklife.com,,Salesforce
10880920,Inactive Investor,Robert Fiocco,Financial Advisor,Commonwealth Financial Network Basking Ridge NJ 233 Mount Airy Rd,bfiocco@commonwealth.com,,Salesforce
11095522,Inactive Investor,Karen Stewart,Administrative Assistant,J.P. Morgan Securities LLC Tucson AZ 8701 E Broadway Blvd,karen.stewart@jpmorgan.com,,Salesforce
11086463,Inactive Investor,Walters Atemnkeng,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,watemnkeng@ft.newyorklife.com,,Salesforce
11141356,Inactive Investor,Lorgia Cicmansky,,"Allstate Financial Services, LLC Reading PA 4612 Pottsville Pike",lorgiacicmansky@allstate.com,,Salesforce
11196582,Inactive Investor,Amy Towle,,Kovack Securities Inc.,atowle@kovacksecurities.com,,Salesforce
9589849,,Davoud Azimi,,,d.azm@hotmail.com,,List import
10977024,Inactive Investor,Jennifer Ete,Regional Leader,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,gwbe1@primerica.com,,Salesforce
9613123,,Erik Russo,,,erusso@ftadvisors.com,,List import
10877065,Inactive Investor,Ed Samp,Financial Advisor,LPL Financial LLC Lawrence KS 4824 Quail Crest Pl,ed.samp@lpl.com,,Salesforce
11195372,Inactive Investor,Kacrae Patterson,,NYLIFE Securities LLC Victoria KS 1003 Dolorosa St,kapatterson@ft.newyorklife.com,,Salesforce
197828,,Traceyann James,,United States,traceyannjames@gmail.com,,
9591890,,Amith N,,,amithn43@gmail.com,,List import
9597226,,Iok Chang,,,ichang@merceradvisors.com,,List import
10817652,Inactive Investor,Anand Bokde,Financial Advisor,Edward Jones Pacific Grove CA 650 Lighthouse Ave,alex.bokde@edwardjones.com,,Salesforce
11195757,Inactive Investor,Aaron Tuttle,Financial Advisor,LPL Financial LLC Grants Pass OR 1610 SW Allen Creek Rd,aaron.j.tuttle@lpl.com,,Salesforce
9544781,,Inna Vynnychuk,,,inna.ur@hotmail.com,,List import
10795950,Inactive Investor,Sarah Murray,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 4750 Venture Dr",sarah.c.murray@ampf.com,,Salesforce
10961799,Inactive Investor,Marcel Meaux,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10785154,Inactive Investor,Jesse Davis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jesse.davis@fidelity.com,,Salesforce
9612206,,John Leo,,,jbl@notes.ntrs.com,,List import
10781012,Inactive Investor,Melissa Sundberg,Senior Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,melissa.u.sundberg@jpmorgan.com,,Salesforce
9636440,,John Carsello,,,jmc@hkwinc.com,,List import
9608560,,Igor Ryedkin,,,gorngroups@gmail.com,,List import
11172842,Inactive Investor,Janene Lyles-Davis,,Fidelity Brokerage Services LLC Center Valley PA 2945 Center Valley Pkwy,janene.lyles-davis@fidelity.com,,Salesforce
11168869,Inactive Investor,Louis Pellegrini,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",pellegrinil@stifel.com,,Salesforce
11123167,Inactive Investor,Daryl Eason,,"Allstate Financial Services, LLC Shreveport LA 3937 Pines Rd",daryleason@allstate.com,,Salesforce
10971753,Inactive Investor,Lauren Bush,,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
10796162,Inactive Investor,Kevin Hadawi,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",kevin.hadawi@wellsfargoadvisors.com,,Salesforce
11177774,Inactive Investor,Anita Thompson,Financial Advisor,Edward Jones Tahlequah OK 203 N Muskogee Ave,anita.thompson@edwardjones.com,,Salesforce
11142166,Inactive Investor,Kristen Hurley,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Sarasota FL 6901 Professional Pkwy",kristen.hurley@stifel.com,,Salesforce
10814485,Inactive Investor,Benjamin Cawley,Chief Compliance Officer,Holm & Cawley Financial Group LLC,ben@holmandcawley.com,,Salesforce
10772709,Inactive Investor,Kurt Ebner,Chief Compliance Officer;Partner;President,"EHB Financial Resources Managemnt, Inc. Exton PA 674 Exton Cmns",,,Salesforce
11050392,Inactive Investor,Victor Dimaggio,,"Crescent Advisor Group, Inc.",,,Salesforce
349810,,Stuart Abrams,Financial Advisor,"Tyler-stone Wealth Management, Llc",stuart.abrams@lpl.com,216-295-0945,Manual List Upload
10804415,Inactive Investor,Ivan Kan,Financial Advisor,"Ameriprise Financial Services, LLC El Segundo CA 2301 Rosecrans Ave",ivan.x.kan@ampf.com,,Salesforce
11054182,Inactive Investor,Candace Williams,,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",candace.williams@ampf.com,,Salesforce
10788533,Inactive Investor,Arlington Syrie,,PFS Investments Inc. Denver CO 4700 Oakland St,arlington.syrie@primerica.com,,Salesforce
9614416,,Mehdi Kiyanirad,,,kiyanym@gmail.com,,List import
10995675,Inactive Investor,Diego Pessoa Landaeta,,J.P. Morgan Securities LLC Arlington VA 2825 Wilson Blvd,,,Salesforce
10983433,Inactive Investor,Roberto Hernandez,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
9560979,,John Borum,,,jborum@firstrepublic.com,,List import
11016729,Inactive Investor,Esteban Guzman,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,eguzman@primerica.com,,Salesforce
10788600,Inactive Investor,Charles Eastman,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,,,Salesforce
10941497,Inactive Investor,Liang Shen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",liang.shen@ml.com,,Salesforce
10845085,Inactive Investor,William Purcell,Shareholder,Investment Advisors of Indianapolis Inc Indianapolis IN 9333 N Meridian St,william@invadv.com,,Salesforce
10841565,Inactive Investor,Robert Hartland,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Sun City Center FL 1517 Sun City Center Plz",robert.hartland@ampf.com,,Salesforce
10989023,Inactive Investor,Lei Xu,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",,,Salesforce
10790655,Inactive Investor,Daniel Rodgers,Financial Advisor,Edward Jones Wenatchee WA 237 N Chelan Ave,dan.rodgers@edwardjones.com,,Salesforce
9603914,,SERGIO SILVA,,,sergio.silva@elliptic.co,,List import
10916872,Inactive Investor,Christopher Berry,Financial Advisor,Edward Jones San Antonio TX 4040 Broadway St,chris.berry@edwardjones.com,,Salesforce
9551164,,Andri Kurnia,,,andri.kurnia@gmail.com,,List import
9572985,,Jacob Feldman,,,feldman.jacob91@gmail.com,,List import
10874172,Inactive Investor,Kelly Markowitz,Financial Planner,LPL Financial LLC Thousand Oaks CA 31225 La Baya Dr,kelly.markowitz@lpl.com,,Salesforce
10761011,Inactive Investor,William Moran,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",william_moranjr@ml.com,,Salesforce
11035594,Inactive Investor,Warren Russell,,"First Command Brokerage Services, Inc. Juneau AK 3000 Vintage Blvd",wrussell@firstcommand.com,,Salesforce
11205977,Inactive Investor,Yvan Cao,,"Raymond James Financial Services, Inc. Newport Beach CA 4675 Macarthur Ct",,,Salesforce
10899224,Inactive Investor,James Sayre,,"WesBanco Securities, Inc. Wheeling WV 1 Bank Plz",sayre@wesbanco.com,,Salesforce
11202177,Inactive Investor,Geoffrey Probst,Principal;Relationship Manager,"Orgel Wealth Management, LLC",geoff.probst@orgelwealth.com,,Salesforce
10765789,Inactive Investor,Jeffrey Kotikovsky,Financial Planner,"Hantz Financial Services, Inc.",jeffrey.kotikovsky@hantzgroup.com,,Salesforce
3766037,,Sara Johnson,,Focus Mobility LLC,saravjohnson07@gmail.com,9107133069,Web Form Fillout
10991440,Inactive Investor,Thomas Moely,,"Northwestern Mutual Investment Services, LLC Oshkosh WI 2370 State Road 44",,,Salesforce
10604182,Inactive Investor,Drew Oestreicher,SVP,"Spinnaker Trust, LLC",doestreicher@spinnakertrust.com,207-553-7160,List Import
10875746,Inactive Investor,Brian Sullivan,Portfolio Analyst,"Wells Fargo Advisors Financial Network, LLC Mishawaka IN 1736 E Day Rd",brian.sullivan@wfafinet.com,,Salesforce
11093089,Inactive Investor,Jason Holyszko,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Midland MI 409 Ashman St",jason.holyszko@wellsfargoadvisors.com,,Salesforce
1572614,,H S,,[Unknown],sivaram.haresh@gmail.com,,
11220423,,Todd Mclay,,,tmclay@bristolgroupinc.com,,Other
11102671,Inactive Investor,Kevin Brown,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,kevin.w.brown@morganstanley.com,,Salesforce
10823692,Inactive Investor,Justin Takeda,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilo HI 1437 Kilauea Ave",justin.takeda@ml.com,,Salesforce
11232776,Inactive Investor,Shana Rogers,,"BOK Financial Securities, Inc. Denver CO 1600 Broadway",,,Salesforce
11193978,Inactive Investor,Amy Provost,Investment Associate,UBS Financial Services Inc. New York NY 299 Park Ave,amy.provost@ubs.com,,Salesforce
348594,,Alex Linderman,Investment Executive,"Fifth Third Securities, Inc.",alex.linderman@53.com,,
9616706,,rodrigo espinoza,,,lostmyeth@asia.com,,List import
10778231,Inactive Investor,Ora DeMorrow,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",ora.demorrow@ml.com,,Salesforce
10886298,Inactive Investor,Matthew Byrne,Financial Advisor,LPL Financial LLC Boulder CO 1200 28th St,matthew.byrne@lpl.com,,Salesforce
10950004,Inactive Investor,Vance Roudebush,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10966471,Inactive Investor,Michael Fowler,Financial Advisor Associate,Robert W. Baird & Co. Incorporated,,,Salesforce
10889702,Inactive Investor,Javier Himelstein,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",javier.himelstein@raymondjames.com,,Salesforce
10878164,Inactive Investor,Matthew Alonso,Investment Advisor;Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
10922339,Inactive Investor,Tyler Conley,Financial Advisor,LPL Financial LLC Harrisonburg VA 124 Newman Ave,tyler.conley@lpl.com,,Salesforce
11175132,Inactive Investor,Susan Redlich,,"Allstate Financial Services, LLC Highland Park NJ 85 Raritan Ave",sredlich@allstate.com,,Salesforce
339634,,Mitchell Ulman,Senior Associate,Blue Sea Capital Llc,mulman@blueseacapital.com,561-655-8400,Manual List Upload
10858492,Inactive Investor,Rhonda Carter,Chief Compliance Officer;Managing Member,CapTrust Financial Advisors,rhonda.carter@ctfa.com,,Salesforce
10965937,Inactive Investor,Joan Spring,,Cetera Investment Services LLC,joan.spring@ceterais.com,,Salesforce
241304,,Joseph Feeley,Secretary,Linwood Investment Advisors Inc.,jfeeley@linwoodinvestment.com,716-631-6771,Manual List Upload
11010106,Inactive Investor,Jeremiah Burnham,,Thrivent Investment Management Inc. Alexandria MN 2308 S Broadway St,jeremiah.burnham@thrivent.com,,Salesforce
11117531,Inactive Investor,Joseph Evans,Financial Advisor,Edward Jones Winnfield LA 415 W Main St,joe.evans@edwardjones.com,,Salesforce
371262,,Edward Antoian,"Founder, Managing Partner & CIO",Zeke Capital Advisors,antoian@zekecapital.com, +1 610 572 4529,Database Upload
10846503,Inactive Investor,Marta Herzog,Financial Advisor,LPL Financial LLC Newport Beach CA 5015 Birch St,marta.herzog@lpl.com,,Salesforce
10820695,Inactive Investor,Benjamin Greenfeld,Chief Investment Officer;Partner,Waldron Private Wealth,bgreenfeld@waldronpw.com,,Salesforce
10937034,Inactive Investor,Adam Halm,Financial Advisor,LPL Financial LLC Chillicothe OH 2151 Western Ave,adam.halm@lpl.com,,Salesforce
11054562,Inactive Investor,Freddie Crandall,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;First Vice President;Insurance Planning Director;Port,Morgan Stanley Champaign IL 1806 Fox Dr,dean.crandall@morganstanley.com,,Salesforce
11122230,Inactive Investor,Amir Rahimi,Private Client Banker,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,amir.x.rahimi@chase.com,,Salesforce
10849167,Inactive Investor,Bridget Lozano,Client Service Associate,"Ameriprise Financial Services, LLC Denver CO 260 Josephine St",bridget.lozano@ampf.com,,Salesforce
9541312,,Richard Fuller,,,rich@fullerfinancialmanagement.com,,List import
10945730,Inactive Investor,Adam Roux,,"Allstate Financial Services, LLC Binghamton NY 1250 Upper Front St",adamroux@allstate.com,,Salesforce
9639936,,Lawrence Chin,,,lawrencechin@swaencapital.com,,List import
10611771,,Edward Banks,Financial Advisor,,edward@bankswealth.com,,List Import
10523738,,Sunny Adel,,,queenbabepro@gmail.com,,Web Form Fillout
11167444,Inactive Investor,Joshua Nicolaus,Customer Service Associate,Morgan Stanley Coos Bay OR 276 W Commercial Ave,,,Salesforce
11151340,Inactive Investor,Violeta Cloutier,Financial Advisor,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",violeta.petrovski@wellsfargoadvisors.com,,Salesforce
10888552,Inactive Investor,David Wyatt,,NYLIFE Securities LLC Greenville SC 337 Prado Way,dtwyatt@ft.newyorklife.com,,Salesforce
11059845,Inactive Investor,Jason Adamcik,,"Truist Investment Services, Inc. Plano TX 3409 N Central Expy",jason.adamcik@truist.com,,Salesforce
11236544,Inactive Investor,Jeffrey Braun,Financial Advisor,"Vantage Point Financial, LLC Farmington MI 31731 Northwestern Hwy",,,Salesforce
9603508,,amir hadadi,,,amir.hadadi1358@gmail.com,,List import
10800934,Inactive Investor,Michael Brown,Branch Manager;Senior Vice President,Janney Montgomery Scott LLC Linwood NJ 401 New Rd,mbrown@jmsonline.com,,Salesforce
47577,,Kristin Cruz,Financial Advisor,"VALIC Financial Advisors, Inc.",kristin.cruz@valic.com,770-395-4714,
11032357,Inactive Investor,Eric Albright,,"Cambridge Investment Research, Inc. Mason OH 3611 Socialville Foster Rd",,,Salesforce
10856471,Inactive Investor,Janet Anderson,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Tacoma WA 2702 S 42nd St",janet.x.anderson@ampf.com,,Salesforce
10687235,,A B,,,0tsv0obk@duck.com,,Web Form Fillout
11001750,Inactive Investor,Denton Lane,Associate Vice President;Wealth Advisor,Farther Baltimore MD Private Residence,denton@fartherfinance.com,,Salesforce
10825746,Inactive Investor,Ellis Green,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",ellis.green@raymondjames.com,,Salesforce
10850861,Inactive Investor,Anthony Smith,,"Calton & Associates, Inc. Ocala FL 6116 SW Hwy 200",asmith@calton.com,,Salesforce
9579504,,Daniel Bejster,,,daniel.bejster@huntington.com,,List import
9627685,,Dragutin Krstic,,,dragutin.krstic@caiz.com,,List import
11231795,Inactive Investor,Aayush Kumar,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
11120755,Inactive Investor,Daniel Hunter,Financial Advisor,Edward Jones Folsom CA 8006 Folsom Auburn Rd,daniel.hunter@edwardjones.com,,Salesforce
10794636,Inactive Investor,Terry Pait,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tpait@tiaa-cref.org,,Salesforce
10891231,Inactive Investor,James Leas,Chief Compliance Officer,"Mach-1 Financial Group, LLC",,,Salesforce
10606455,,Jared Friedberg,"Manager, Managing Partner, Portfolio Manager, Regulatory Contact",Sycale Advisors,jfriedberg@sycale.com,212-424-1941,
10921683,Inactive Investor,Richard Dominguez,,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",richard.dominguez@schwab.com,,Salesforce
10973011,Inactive Investor,Jonathan Molina,,Key Investment Services LLC New City NY 115 S Main St,jonathan_molina@keybank.com,,Salesforce
10864649,Inactive Investor,Mickey Zwayer,Branch Manager;Principal,LPL Financial LLC Columbus OH 1840 Mackenzie Dr,daniel.zwayer@lpl.com,,Salesforce
10837107,Inactive Investor,Alisa Jaffe,First Vice President - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,alisa.jaffe@ubs.com,,Salesforce
63520,,David Waddell,"President, Chief Executive Officer And Director","Waddell & Associates, Llc",david@waddellandassociates.com,901-767-9187,Manual List Upload
148710,,Meher Gandhi,,[Unknown],meher.gandhi611@gmail.com,,
10934274,Inactive Investor,Charles Dethloff,,J.P. Morgan Securities LLC Wake Forest NC 11065 Ligon Mill Rd,charles.dethloff@chase.com,,Salesforce
10850737,Inactive Investor,Tracy McGuire,Founding Partner;Private Wealth Manager,Brandywine Oak Private Wealth LLC,tmcguire@brandywineoak.com,,Salesforce
10755395,Inactive Investor,Dana Locniskar,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",dana_locniskar@ml.com,,Salesforce
11036089,Inactive Investor,Bradley Cox,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9550954,,Jay Conte,,,jconte@olympicpeakmgmt.com,,
10863487,Inactive Investor,James Mendieta,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,james.mendieta@fidelity.com,,Salesforce
9599063,,Brian Friedman,,,bfriedman@pcalp.com,,List import
11151559,Inactive Investor,Daniel Kalvaitis,,Fidelity Brokerage Services LLC,,,Salesforce
11046081,Inactive Investor,Richard Tattory,Senior Financial Strategist,Fountainhead Advisors Trenton NJ 489 Yardville Allentown Rd,,,Salesforce
10807001,Inactive Investor,Matthew Willis,Advisor;Managing Director,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,mwillis@rockco.com,,Salesforce
10960872,Inactive Investor,Stephen Hawthorne,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
11198363,Inactive Investor,Cooper Fairbanks,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10489327,,Megan Portacci,"Account Vice President, Financial Advisor",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,megan.portacci@ubs.com,469-440-0346,List Import
11157616,Inactive Investor,Kyle Moles,Private Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",kyle.moles@ml.com,,Salesforce
10797065,Inactive Investor,David Ross,Financial Advisor,Edward Jones Fredericksburg VA 1215 Central Park Blvd,dave.ross@edwardjones.com,,Salesforce
11038198,Inactive Investor,Qudasia Maxwell,,"Kestra Investment Services, LLC",,,Salesforce
11050216,Inactive Investor,Michael Collins,Principal,LPL Financial LLC Lansdale PA Private Residence,michaelg.collins@lpl.com,,Salesforce
11236036,Inactive Investor,John Pilkington,,"Manning & Napier Investor Services, Inc.",jpilkington@manning-napier.com,,Salesforce
11188910,Inactive Investor,Zakariah Mihoubi,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
8480572,,Patrick Kungl,,Raymond James,patrick@hendersonhuttergroup.com,(440) 221-6857,List Import
11134798,Inactive Investor,Kadupitige Chamarasinghe,Relationship Banker,"Wells Fargo Clearing Services, LLC Lynnwood WA 12926 Mukilteo Speedway",,,Salesforce
10978419,Inactive Investor,John Lawrence,,"MML Investors Services, LLC Brentwood CA 2200 Sand Creek Rd",johnlawrence@financialguide.com,,Salesforce
9575796,,Rom G,,,romrom97@hotmail.com,,List import
11097647,Inactive Investor,Linda Pappas,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,linda.pappas@fmr.com,,Salesforce
9644010,,Cherlyn Beauchamp,,,cbeauchamp777@gmail.com,,List import
11080570,Inactive Investor,Karen Ungson Espinoza,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10510412,,Luis Aldana,CFO,Macro Advisors,lpaldana@macro.com.gt,,List Import
11060967,Inactive Investor,Harold Pratt,Director;Managing Member,"Charles Pratt & Company, L.L.C.",,,Salesforce
10899574,Inactive Investor,Steven Siclair,,"American Fidelity Securities, Inc.",steve.siclair@af-group.com,,Salesforce
10614088,,Paul Bronzo,"Financial Advisor, Managing Director - Investments",,paul.bronzo@wellsfargoadvisors.com,,List Import
182242,,Daanish Imam,,[Unknown],daanish.imam@gmail.com,,Other
10869338,Inactive Investor,Robert Mccullough,Investment Advisor;Principal;Shareholder,"MC2 Financial Advisers, Inc. Newtown Square PA 8 Smedley Ln",,,Salesforce
11192543,Inactive Investor,Robert Hickey,,Edward Jones Kirkwood MO Private Residence,,,Salesforce
9542512,,shin dohan,,,whizdohan@naver.com,,List import
11156398,Inactive Investor,Timothy Weber,Financial Advisor,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",tweber@nationallife.com,,Salesforce
11176006,Inactive Investor,Kelli Roggensack,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",kelli.roggensack@ml.com,,Salesforce
9616207,,Abigail Howard,,,abbychance@gmail.com,,List import
10953398,Inactive Investor,Pedro De La Fuente Egido,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10805102,Inactive Investor,Tyler Hay,Chief Executive Officer;Member;Partner,Evergreen Capital Management LLC Bellevue WA 10500 NE 8th St,thay@evergreencapital.net,,Salesforce
222103,,Flo Ostman,,[[Unknown]],florenz@ostman.de,,
9604746,,Bernhard Steege,,,b.steege@albourne.com,,List import
9570259,,Ryan Wheless,,,ryan@alliedwealth.com,,List import
10809967,Inactive Investor,Francis Cretzmeyer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Cedar Rapids IA 201 1st St SE",fx.cretzmeyer@rbc.com,,Salesforce
11174207,Inactive Investor,Douglas Robb,Chief Compliance Officer;Managing Member;President,ABC Wealth Inc,doug@abcwealth.com,,Salesforce
10972581,Inactive Investor,Jacob George,Financial Advisor Trainee,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,,,Salesforce
11103475,Inactive Investor,Robert Grossheim,Chief Compliance Officer;Lead Advisor;Member;Owner,"Family Wealth Advisory Group, LLC",rgrossheim@fwag.com,,Salesforce
11043035,Inactive Investor,Jack Young,Financial Advisor,Edward Jones Evansville IN 4432 W Lloyd Expy,jack.young@edwardjones.com,,Salesforce
11068875,Inactive Investor,David Lamancusa,,The Huntington Investment Company Akron OH 106 S Main St,david.lamancusa@huntington.com,,Salesforce
11050196,Inactive Investor,Teddy Welch,Wealth Consultant,LPL Financial LLC Valdosta GA 2419 Andover Dr,teddy.welch@lpl.com,,Salesforce
11063907,Inactive Investor,Earleen Campo,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,earleen.campo@primerica.com,,Salesforce
374817,,Terrie Hellman,CEO,ICHX Holding Company,terriehellman1@gmail.com,,Salesforce
11182352,Inactive Investor,Jeffrey Warren,President,Secure Retirement Financial & Insurance Services Corp.,jeff@secureretire.com,,Salesforce
10905698,Inactive Investor,Danny Dolan,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10816512,Inactive Investor,William Schmidt,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",william.p.schmidt@ampf.com,,Salesforce
11125815,Inactive Investor,William Harless,Financial Representative,LPL Financial LLC Austin TX 13620 620 N,william.harless@lpl.com,,Salesforce
11075277,Inactive Investor,Nicholas Dyer,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",ndyer@ampf.com,,Salesforce
130108,,Susan Kuczera,"Chief Compliance Officer, Executive Vice President - Operations","Strategic Financial Group, LLC",srkuczera@sfgweb.com,773-917-6500,
11210574,Inactive Investor,Emily King,,"Northwestern Mutual Investment Services, LLC Owings Mills MD 10045 Red Run Blvd",emily.king@nm.com,,Salesforce
11131408,Inactive Investor,Kari Clark,,"Osaic Wealth, Inc. Westerville OH 670 Meridian Way",,,Salesforce
10762759,Inactive Investor,Stanley Heilbronn,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",stanley_p_heilbronn@ml.com,,Salesforce
10611111,,Kevin McCulloch,"International Wealth Advisor, Senior Vice President",,kevin_mcculloch@ml.com,,List Import
10801952,Inactive Investor,Robert Giles,Financial Advisor;Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,tony.giles@morganstanley.com,,Salesforce
11197808,Inactive Investor,Ronie Kim,,"Raymond James & Associates, Inc. Los Angeles CA 10250 Constellation Blvd",ronie.kim@raymondjames.com,,Salesforce
221074,,James Sanders,,[Unknown],j_sanders1323@yahoo.com,,
11063621,Inactive Investor,Anil Godbole,Owner,Kanaka Strategies,,,Salesforce
11164391,Inactive Investor,Mark Calvaruso,,Morgan Stanley,mark.calvaruso@morganstanley.com,,Salesforce
9187625,,Elliot Clough,,,erc708@gmail.com,3366015373,Web Form Fillout
9551044,,Jennifer Cimilluca,,,jennifer.cimilluca@fidelity.com,,List import
10902331,Inactive Investor,Gerardo Guzman,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
239267,,Scott davis,,[Unknown],scottyslawnservice@yahoo.com,,Direct
10876508,Inactive Investor,Benjamin Yin,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,bbyin@ft.newyorklife.com,,Salesforce
11058235,Inactive Investor,Irene Griffis,,B. Riley Wealth Management,imgriffis@brileywealth.com,,Salesforce
10920470,Inactive Investor,Seth Swindle,Chief Compliance Officer;Managing Member;President,"Strive Investment Management, LLC",seth@striveim.com,,Salesforce
11234409,Inactive Investor,Nicholas Desimone,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11055557,Inactive Investor,Riza Boci,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11170278,Inactive Investor,Bryan Leonard,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",bryan_leonard@ml.com,,Salesforce
11187082,Inactive Investor,Irwin Kaufman,,"Avantax Investment Services, Inc. Brooklyn NY 1203 Avenue J",,,Salesforce
9576582,,Chikatula Kasobe Kasobe,,,kaschika02@gmail.com,,List import
11043500,Inactive Investor,James Stevens,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",james.stevens@ml.com,,Salesforce
11210350,Inactive Investor,David Saunders,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",david_saunders@ml.com,,Salesforce
9590073,,MYSCOTT2013@HOTMAIL.COM scott,,,myscott2013@hotmail.com,,List import
10957693,Inactive Investor,Christian Lopez Ruiz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
10755741,Inactive Investor,Michael Wassmann,,Purshe Kaplan Sterling Investments Erie PA 5121 Zuck Rd,mwassmann@pksinvest.com,,Salesforce
10944970,Inactive Investor,Ana Billings,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11053978,Inactive Investor,Alberto Capriles,Chief Risk Officer;Director;Senior Executive Vice President,"Amerant Investments, Inc.",,,Salesforce
10986767,Inactive Investor,Kim Dang,,"Independent Financial Group, LLC Henderson NV 1368 Paseo Verde Pkwy",,,Salesforce
10972236,Inactive Investor,Casey Donlon,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,casey_donlon@vanguard.com,,Salesforce
206253,,Markus Sleuwen,"Chief Compliance Officer, General Counsel, EVP & Secretary","Strategiq Financial Group, Llc",msleuwen@sfgweb.com,219-736-8902,Manual List Upload
10885216,Inactive Investor,Joseph Meyer,Financial Advisor,Edward Jones Florissant MO 699 Rue Saint Francois St,joseph.meyer@edwardjones.com,,Salesforce
11029607,Inactive Investor,Viki Mann,,"Allstate Financial Services, LLC Loveland CO 283 E 29th St",vikimann@allstate.com,,Salesforce
334295,,Kirk Bjorn,,Mercer Global Advisors Inc.,kbjorn@merceradvisors.com,,
93768,,Anurag Wadehra,,United States,awadehra@gmail.com,,
11097769,Inactive Investor,Eric Raasch,,"Ameritas Investment Company, LLC West Des Moines IA 1200 Valley W Dr",eraasch@ameritas.com,,Salesforce
11124652,Inactive Investor,Sean Hansen,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",sean.hansen@schwab.com,,Salesforce
10872986,Inactive Investor,Yun-Lieh Chuu,Financial Advisor,LPL Financial LLC Cary NC Private Residence,yunlieh.chuu@lpl.com,,Salesforce
9572346,,Darko Rashajkovski,,,darko_rashajkovski@yahoo.com,,List import
9545177,,Max Tan,,,blackswanfx1@gmail.com,,List import
11124231,Inactive Investor,Heidi King,,"Raymond James Financial Services, Inc. Lebanon TN 623 W Main St",,,Salesforce
10644954,,Harvey Klemm,,,klemmh@nuveen.com,,List Import
10849508,Inactive Investor,Michael Walker,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,michael.walker@lpl.com,,Salesforce
11156406,Inactive Investor,Cinthia Sakar,,J.P. Morgan Securities LLC San Francisco CA 2300 16th St,cinthia.sakar@jpmorgan.com,,Salesforce
11117301,Inactive Investor,Kacy Walker,,Cetera Advisor Networks LLC Clovis CA 952 Pollasky Ave,,,Salesforce
92442,,Andrew Higson,,United States,andrewchigson@gmail.com,,source
10976085,Inactive Investor,Timothy Bostic,,"TradeStation Securities, Inc.",tbostic@tradestation.com,,Salesforce
10362301,,Felipe Torres,,,torresfelipe1992@gmail.com,,Web Form Fillout
11012140,Inactive Investor,Alexis Battle,,PFS Investments Inc. Brooklyn NY 4002 New Utrecht Ave,abattle@primerica.com,,Salesforce
223656,,Thomas Thompson,,[Unknown],thomas.thompson351@gmail.com,,Direct
10612097,,Robert Gibbons,"Family Wealth Advisor, Financial Advisor, Senior Vice President",,bob.gibbons@morganstanley.com,,List Import
10959788,Inactive Investor,Staci Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10990378,Inactive Investor,Joseph Velazquez,,J.P. Morgan Securities LLC New York NY 2 Pennsylvania Plz,joseph.velazquez@chase.com,,Salesforce
337102,,Bradley Walbridge,Chief Financial Officer,"Holocene Advisors, Lp",bwalbridge@holoceneadvisors.com,646-779-6420,Manual List Upload
11053148,Inactive Investor,Blake Alsman,Senior Investment Advisor,Donaldson Capital Management LLC,balsman@dcmol.com,,Salesforce
10940142,Inactive Investor,Michael Love,,"The Leaders Group, Inc.",,,Salesforce
9597180,,Christopher Kenny,,,ckenny@financialengines.com,,List import
10817316,Inactive Investor,Charles Putney,Senior Vice President - Wealth Management,"RBC Capital Markets, LLC Tucson AZ 65197 E Rocky Mesa Dr",charles.putney@rbc.com,,Salesforce
11165492,Inactive Investor,Nicholas Bianco,,"Raymond James Financial Services, Inc. Youngstown OH 5121 Mahoning Ave",nicholas.bianco@raymondjames.com,,Salesforce
11059844,Inactive Investor,Melissa Boyer,Senior Financial Advisor,"Modera Wealth Management, LLC Charlotte NC 6101 Carnegie Blvd",melissab@moderawealth.com,,Salesforce
10837580,Inactive Investor,Timothy Greene,,Sigma Financial Corporation Farmington MI Private Residence,tgreene@sigmarep.com,,Salesforce
11013780,Inactive Investor,Ronald Haney,,"Empower Financial Services, Inc Fairway KS Private Residence",ronald.haney@empower.com,,Salesforce
10998323,Inactive Investor,Jordan Jessup,,J.P. Morgan Securities LLC Greenfield IN 2057 N State St,jordan.jessup@jpmorgan.com,,Salesforce
10919427,Inactive Investor,Joseph Botticelli,,PFS Investments Inc. Midway GA 13053 E Oglethorpe Hwy,joseph.botticelli@primerica.com,,Salesforce
10616142,,Bianca Magallanes,,,bianca.magallanes@jpmorgan.com,,List Import
11163305,Inactive Investor,Suzanne Saville,,LPL Financial LLC Needham Heights MA 75 2nd Ave,suzanne.saville@lpl.com,,Salesforce
9620423,,Jean-Samuel Lécrivain,,,jean-samuel@catenae.fr,,List import
142891,,Michael Burke,Advisor,Lido Advisors,burke.michael@principal.com,800-847-5547,
9570947,,izen izen,,,izen@asgardtech.net,,List import
9628844,,Dorothy Ripkoski,,,aliciaped20@gmail.com,,List import
11164241,Inactive Investor,Michael Caplice,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 6350 N 24th St",,,Salesforce
11075327,Inactive Investor,Samir Abdullah,,"Equity Services, Inc. Southlake TX 950 E State Hwy 114",sabdullah@nationallife.com,,Salesforce
11179590,Inactive Investor,Robert Core,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Beaumont TX 6250 Delaware St",robert.core@wellsfargoadvisors.com,,Salesforce
9562907,,Diego Lecolant,,,diego.lecolant@suntrust.com,,List import
11136473,Inactive Investor,Philippe Hartl,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",philippe_hartl@ml.com,,Salesforce
10788868,Inactive Investor,Andrew Borzilleri,Senior Vice President - Investments,"Raymond James & Associates, Inc. Garden City NY 401 Franklin Ave",andrew.borzilleri@raymondjames.com,,Salesforce
10841930,Inactive Investor,Joseph Flynn,Chief Compliance Officer;Managing Director;Managing Member;Principal,Flynn Capital Management LLC,jflynn@flynncapital.com,,Salesforce
1465,,Leslie Harmon,Pension Manager,City of Boca Raton Police and Firefighters' Retirement System,lharmon@myboca.us, +1 561 544 8520,Database Upload
9637446,,Russell Herndon,,,russherndon719@mail.com,,List import
9569818,,Galih Agung,,,galih.nxs@gmail.com,,List import
10934971,Inactive Investor,James Vrabel,Financial Advisor,Edward Jones Lake Orion MI 3647 S Baldwin Rd,james.vrabel@edwardjones.com,,Salesforce
10943148,Inactive Investor,Joseph O'Brien,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10888643,Inactive Investor,Edward Lebeau,,Dynamic Wealth Advisors Orange CA 1100 W Town and Country Rd,elebeau@dynamicwealthadvisors.com,,Salesforce
11121196,Inactive Investor,Omid Sanie,Senior Financial Advisor;Vice President,"United Brokerage Services, Inc Ashburn VA 21885 Ryan Center Way",osanie@united-brokerage.com,,Salesforce
11149783,Inactive Investor,Nicholas Dicapua,,Citigroup Global Markets Inc.,,,Salesforce
10864453,Inactive Investor,Derrek Rufer,,PFS Investments Inc. Janesville WI 4323 Milton Ave,derrek.rufer@primerica.com,,Salesforce
10604337,,Mark Murphy,FA,LPL FINANCIAL LLC,mark.murphy@lpl.com,3122751900,List Import
11172732,Inactive Investor,Michael Barras,Financial Advisor,Edward Jones Monroe LA 1507 Lamy Ln,michael.barras@edwardjones.com,,Salesforce
10851646,Inactive Investor,Joseph Hanney,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",joseph.hanney@wellsfargo.com,,Salesforce
9590164,,Oskari Kuningas,,,kuningasoskari03@gmail.com,,List import
10822554,Inactive Investor,Nick Kendall,,"Cambridge Investment Research, Inc. Leawood KS 4600 College Blvd",,,Salesforce
9559586,,Barbara Gill,,,bgill@massmutual.com,,List import
11146370,Inactive Investor,Chrystal Fray,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
10924794,Inactive Investor,Rusti Keeley Anderson,Investment Advisor Representative,"Osaic Wealth, Inc. Yuba City CA 1528 Poole Blvd",,,Salesforce
42052,,Taylor Morehead,Consultant,Thrivent Investment Management Inc.,taylor.morehead@thrivent.com,612-844-7208,
9603143,,John Penniman,,,johnpenniman2000@yahoo.com,,List import
10831074,Inactive Investor,Kurt Yelle,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Saint Cloud MN 1010 W Saint Germain St",yellek@stifel.com,,Salesforce
10646776,,Daniel Mayer,,,dmayer@ceteranetworks.com,,List Import
9590596,,Maren Steinberg,,,marensteinberg@jcrcapital.com,,List import
11034592,Inactive Investor,Carlos Abreu,Senior Regional Leader,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,cabreu@primerica.com,,Salesforce
11102779,Inactive Investor,Amber Zusman,,J.P. Morgan Securities LLC Bradenton FL 4310 53rd Ave E,amber.zusman@jpmorgan.com,,Salesforce
9595729,,James Holst,,,ronsloy@sdh-inc.com,,List import
11138375,Inactive Investor,Janeth Sopczynski,,The Huntington Investment Company Hinsdale IL 500 W Chestnut St,janeth.a.sopczynski@huntington.com,,Salesforce
11148068,Inactive Investor,Michael Wisinger,,Cetera Advisor Networks LLC Little Rock AR 204 Executive Ct,mike.wisinger@ceterawealth.com,,Salesforce
9560823,,Renee Stewart,,,renee.stewart@cfdinvestments.com,,List import
334919,,Thomas Milinovich,"Secretary, Treasurer","Milinovich & Co., Inc",tom@milinovichria.com,724-852-1500,Manual List Upload
10759859,Inactive Investor,Tricia Stewart-Sanon,,Neuberger Berman BD LLC,tstewart@nb.com,,Salesforce
11021725,Inactive Investor,David Hunke,,"Osaic Wealth, Inc. Omaha NE 6910 Pacific St",dhunke@osaicwealth.com,,Salesforce
10813926,Inactive Investor,Kevin Hale,,State Farm VP Management Corp. Olathe KS 15024 W 117th St,kevin.hale.l94f@statefarm.com,,Salesforce
10986840,Inactive Investor,Trevor Shields,Financial Advisor,LPL Financial LLC Grand Rapids MI 4500 Cascade Rd SE,trevor.shields@lpl.com,,Salesforce
10873997,Inactive Investor,Mark Levin,,Lincoln Investment Deer Park NY 646 Long Island Ave,mlevin@lincolninvestment.com,,Salesforce
10779034,Inactive Investor,Michael Lombardi,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.l.lombardi@morganstanley.com,,Salesforce
371849,,Ardeshir Khademi,,United States,ardeshirkk@yahoo.com,,Salesforce
11190238,Inactive Investor,Rachel Year Fahrenkrug,Financial Advisor,Edward Jones Carson WA 942 Wind River Hwy,rachel.year@edwardjones.com,,Salesforce
10853753,Inactive Investor,Matthew Rosenberg,Managing Director;Managing Member;Regulatory Contact,"RoseCap Investment Advisors, LLC Denver CO 3597 Xanthia St",matt.rosenberg@rosecap.com,,Salesforce
9606584,,Samir Kerbage,,,samirehk@gmail.com,,List import
11016942,Inactive Investor,Jeffrey Myers,Financial Advisor,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,jwmyers@janney.com,,Salesforce
11030351,Inactive Investor,Kenneth Hearne,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",kenneth.hearne@nm.com,,Salesforce
345172,,Craig Campbell,Member,"Claris Advisors, Llc",ccampbell@amdfs.com,314-655-5504,Manual List Upload
10988590,Inactive Investor,William Gunderson,,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
10978564,Inactive Investor,Walaipan Kesthong,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,wkesthong@ft.newyorklife.com,,Salesforce
10791204,Inactive Investor,Richard Miller,,"Wells Fargo Advisors Financial Network, LLC Mary Esther FL 124 E Miracle Strip Pkwy",rgmiller@wfafinet.com,,Salesforce
9618031,,Kanishka Pothula,,,pothula@bvflp.com,,List import
10994130,Inactive Investor,Savannah Andersen,Advisor;Director,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",sandersen@cressetcapital.com,,Salesforce
244932,,Roger Romero,Senior Account Executive,Practifi,roger.romero@practifi.com,13125983089,Manual List Upload
10940565,Inactive Investor,Alex Lorenzin,High Net Worth Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11045142,Inactive Investor,Danielle Fosmer,Compliance Consultant,"Osaic FA, Inc. Gretna NE Private Residence",danielle.fosmer@lfg.com,,Salesforce
11069745,Inactive Investor,Thomas Kieffer,,"Farmers Financial Solutions, LLC Chisago City MN 11185 Lake Blvd",tkieffer@farmersagent.com,,Salesforce
352902,,Juan VIZCAINO,Sr Product Manager,Intuit,jcvizcainos@gmail.com,,Event
10770918,Inactive Investor,Zachary Rosenbloom,,"Raymond James Financial Services, Inc. Gig Harbor WA 3202 Harborview Dr",zachary.rosenbloom@raymondjames.com,,Salesforce
10967683,Inactive Investor,Samuel Martin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11137691,Inactive Investor,Chris Ford,,"Stifel, Nicolaus & Company, Incorporated Denver CO 1401 Lawrence St",fordc@stifel.com,,Salesforce
9582505,,masjojon ahlicuancoy,,,khalzen37@gmail.com,,List import
10786884,Inactive Investor,Ruby Herrera,Senior Client Service Associate;Team Administrator,UBS Financial Services Inc. Pasadena CA 200 S Los Robles Ave,ruby.villagomez@ubs.com,,Salesforce
4723363,,Jeff Tronsen,,,69rudytron@gmail.com,,Web Form Fillout
10885617,Inactive Investor,Randall Porter,,"Osaic Wealth, Inc. Billings MT 490 N 31st St",,,Salesforce
10644992,,Darinka Lora-Stepan,,,dlorastepan@ft.newyorklife.com,,List Import
10595152,,Luis Castro,,,luiscastro125@gmail.com,,Web Form Fillout
11121126,Inactive Investor,Rahil Machiwalla,Financial Advisor,"Osaic Institutions, Inc. Hayward CA 109 Review Way",,,Salesforce
11027583,Inactive Investor,Man Ka Chow,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
10894066,Inactive Investor,Jake McKinnie,,Cetera Investment Services LLC Powell TN 601 E Emory Rd,,,Salesforce
10661806,,Dillon Gorham,,,dillon.gorham@wealthspire.com,,List Import
10994579,Inactive Investor,Christopher Ambles,,PFS Investments Inc. Montgomery AL 6322 Woodmere Blvd,cambles@primerica.com,,Salesforce
10657302,,Nikolaos Balis,,,nikolaos.balis@chase.com,,List Import
11232647,Inactive Investor,Peter Kelley,,"MML Investors Services, LLC Falmouth ME 75 Leighton Rd",,,Salesforce
9599879,,Max Brouard,,,max.brouard@personalcapital.com,,List import
9573846,,George Joseph,,,gjosephiii@yahoo.com,,List import
10959530,Inactive Investor,Robert Flansburg,,Fidelity Brokerage Services LLC,,,Salesforce
11031905,Inactive Investor,Philip Healy,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
9603064,,betty wu,,,bettywu1993@gmail.com,,List import
10856668,Inactive Investor,Graham Tanaka,Director;President;Regulatory Contact,Tanaka Capital Management Inc New York NY 230 Park Ave,tanaka@tanaka.com,,Salesforce
10983204,Inactive Investor,Korsa Nzidee,,"Allstate Financial Services, LLC Brooklyn NY 20 Avenue O",korsanzidee@allstate.com,,Salesforce
10781731,Inactive Investor,Andrew Parcel,,Goldman Sachs & Co. Seattle WA 401 Union St,andrew.parcel@gs.com,,Salesforce
10784624,Inactive Investor,Carol Passalaqua,Corporate Retirement Director;Financial Advisor;First Vice President;Retirement Plan Specialist,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,carol.passalaqua@morganstanley.com,,Salesforce
10841247,Inactive Investor,Taryn Zimmerman,Client Service Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,taryn.zimmerman@ubs.com,,Salesforce
11168302,Inactive Investor,Samuel Gutierrez,,PFS Investments Inc. Munster IN 9245 Calumet Ave,samuel.gutierrez@primerica.com,,Salesforce
10801285,Inactive Investor,Gary Richards,,"World Equity Group, Inc.",grichards@weg1.com,,Salesforce
10992729,Inactive Investor,Laquan Mckever,,Citigroup Global Markets Inc.,,,Salesforce
10804779,Inactive Investor,Joseph Ferguson,Financial Advisor,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",joseph.n.ferguson@nm.com,,Salesforce
10763802,Inactive Investor,Joseph Centis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",joseph_j_centis@ml.com,,Salesforce
11136363,Inactive Investor,Phillip Chung,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11083864,Inactive Investor,Miranda Winholt,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,miranda.freeman@fidelity.com,,Salesforce
11167434,Inactive Investor,Jennifer Stier,Executive Director,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10992269,Inactive Investor,Chester Gray,,State Farm VP Management Corp. Elkhart IN 223 S Main St,,,Salesforce
10615386,,James Mestl,"Director, Financial Advisor, Senior Portfolio Manager",,jim.mestl@morganstanley.com,,List Import
10893821,Inactive Investor,Kelli Havlin,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,kelli.havlin@fidelity.com,,Salesforce
9647741,,Robert Devine,,,rdevine@ljmgroupllc.com,,List import
10612269,,David Binstock,"Financial Advisor, Senior Director - Investments",,david.binstock@opco.com,,List Import
10968632,Inactive Investor,Justin Ozeroff,Financial Advisor,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",justin.ozeroff@valic.com,,Salesforce
11155764,Inactive Investor,Blake Feldmann,Associate Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",blake.feldmann@ampf.com,,Salesforce
11142376,Inactive Investor,George Grant,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11176923,Inactive Investor,Kevin Friday,Chief Compliance Officer;Owner;President,Centre for Financial and Retirement Planning Inc. Akron OH 306 N Cleveland Massillon Rd,fridaykl@cfrp360.com,,Salesforce
11234023,Inactive Investor,Meredith Keever,,"Osaic Wealth, Inc. Raleigh NC 343 E Six Forks Rd",,,Salesforce
338489,,Michael Kleese,Director,"Sgl Investment Advisors, Inc.",mkleese@sglong.com,406-721-0999,Manual List Upload
9591771,,Hongyu Liu,,,1136763973@qq.com,,List import
212825,,Guy robertson,,[Unknown],guyrobertson.asia@gmail.com,,
10908363,Inactive Investor,Kerrick Jaquith,,Cetera Financial Specialists LLC Beaverton OR 6700 SW 105th Ave,,,Salesforce
10612462,,Rosa Sang,Financial Advisor,,rosa.sang@prudential.com,,List Import
11183933,Inactive Investor,Marc Farmer,Chief Compliance Officer;Founder;President,Monroe Financial Inc.,,,Salesforce
10965382,Inactive Investor,Eric Sorenson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 4795 S Maryland Pkwy",eric.sorenson@ml.com,,Salesforce
340121,,Andrews Jessi,,[Unknown],jandrews@newfrontieradvisors.com,,Event
10773111,Inactive Investor,Gregory Schmertmann,,"Truist Investment Services, Inc. Sarasota FL 5035 Ocean Blvd",greg.schmertmann@truist.com,,Salesforce
10990985,Inactive Investor,Manish Shah,,"Farmers Financial Solutions, LLC Hanover Park IL 1300 Greenbrook Blvd",mshah1@farmersagent.com,,Salesforce
11147967,Inactive Investor,Kenneth Angelo,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,kenneth.angelo@ubs.com,,Salesforce
10856895,Inactive Investor,Jess Peterson,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Member,"Peterson Wealth Management, LLC",jpeterson@petersonwm.com,,Salesforce
10790060,Inactive Investor,Stephanie Pellati,,"HighTower Securities, LLC",spellati@hightoweradvisors.com,,Salesforce
11031872,Inactive Investor,Frank Battaglia,,"Farmers Financial Solutions, LLC Chicago IL 2533 N Ashland Ave",fbattaglia@farmersagent.com,,Salesforce
10927380,Inactive Investor,Fabiola Aponte Arias,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,fabiola.aponte-arias@jpmorgan.com,,Salesforce
348754,,Steven Merkel,Financial Advisor,Ciccarelli Advisory Services Inc,steve@cas-naplesfl.com,239-262-6577,Manual List Upload
11110646,Inactive Investor,Joseph Aloisio,,Kovack Securities Inc. Chickamauga GA Private Residence,,,Salesforce
9548740,,Nancy Holstein,,,nancy.holstein@voyafa.com,,List import
10831885,Inactive Investor,Anthony Torrioni,Wealth Planner,LPL Financial LLC Caldwell NJ 45 Bloomfield Ave,anthony.torrioni@lpl.com,,Salesforce
373311,,Mordchai Elkobi,,[Unknown],motilight@gmail.com,,source
10648448,,Kristina Baca,,,kristina.riebe@fmr.com,,List Import
9555426,,Derek Pietro,,,derek.pietro@gmail.com,,List import
11206166,Inactive Investor,Grady Mcconnell,,"Raymond James & Associates, Inc. Los Angeles CA 10250 Constellation Blvd",grady.mcconnell@raymondjames.com,,Salesforce
9629041,,liu leo,,,103306208@qq.com,,List import
9648337,,Joshua Cuevas Cuevas,,,josh.cuevas813@gmail.com,,List import
10837218,Inactive Investor,Bruce Wise,,"Mutual Securities, Inc. Kingwood TX 1801 Kingwood Dr",bruce.wise@mutualsecurities.com,,Salesforce
11061094,Inactive Investor,Robert Schubert,Investment Advisor Representative,LPL Financial LLC Bethlehem PA 3101 Emrick Blvd,chuck.schubert@lpl.com,,Salesforce
9570556,,Nicholas Morris,,,nmorris@gweiss.com,,List import
11085556,Inactive Investor,Eugene Kang,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",eugene.kang@raymondjames.com,,Salesforce
10829767,Inactive Investor,Lawrence Fahrenkrug,Financial Advisor,"Ameriprise Financial Services, LLC Suwanee GA 3725 Lawrenceville Suwanee Rd",lawrence.g.fahrenkrug@ampf.com,,Salesforce
10789134,Inactive Investor,Nancy Ly,Supervisory Officer,UBS Financial Services Inc. San Francisco CA 555 California St,nancy.ly@ubs.com,,Salesforce
9631437,,Albert Sanchez,,,chewyspaceburrito@gmail.com,,List import
9624713,,Piernader Soltan,,,naderxyz@gmail.com,,List import
348990,,Douglas Gordon,"Managing Member, Sector Specialist, Limited Partner","Shellback Capital, Lp",dgordon@shellback.com,617-204-5500,Manual List Upload
11229430,Inactive Investor,Karin Mace,,"Raymond James & Associates, Inc.",karin.mace@raymondjames.com,,Salesforce
9568598,,Eugene Kwarteng,,,ugkwat@yahoo.com,,List import
9607245,,Edward Mendoza,,,edward.mendoza1995@gmail.com,,List import
10659015,,Matthew Shula,,,matthew.shula@fblfinancial.com,,List Import
9646906,,Roy Li,,,roy.li@interlocalexim.com,,List import
10821359,Inactive Investor,Paul Schrette,,"Madison Avenue Securities, LLC Lewiston ID 1407 16th Ave",,,Salesforce
353058,,Michael Scanlon,Ex.M.D,SLP Group,mjscanlon@silverleafpartners.com,,Event
342084,,Ellen Ochoa,Director,Mutual Of America Life Insurance Company,eochoa@m.mutualofamerica.com,212-224-1600,Manual List Upload
11078777,Inactive Investor,Michelle Harm,Financial Professional,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",michelle.harm@prudential.com,,Salesforce
11034425,Inactive Investor,Brandan Bagwell,Financial Advisor,Edward Jones Las Cruces NM 1100 S Main St,brandan.bagwell@edwardjones.com,,Salesforce
10863461,Inactive Investor,Christopher Horvatin,,Goldman Sachs & Co.,,,Salesforce
220308,,Jean Orlando,"Chief Financial Officer, FINOP","Spectrum Asset Management, Inc.",jorlando@samipfd.com,203-322-0189,
334845,,John Gidman,Director Of General Partner,"Loomis, Sayles & Company, L.p.",jgidman@loomissayles.com,617-482-2450,Manual List Upload
10776873,Inactive Investor,Ronald Midgley,,"Raymond James Financial Services, Inc. Canfield OH 5731 Shields Rd",ronald.e.midgley@raymondjames.com,,Salesforce
11206373,Inactive Investor,Bryson Sareen,,"Osaic Wealth, Inc. Mishawaka IN 3900 Edison Lakes Pkwy",,,Salesforce
11133897,Inactive Investor,Holmes Pettey,Financial Advisor;Managing Member,"Barnes Pettey Financial Advisors, LLC",,,Salesforce
11069928,Inactive Investor,Jennifer Pustmueller,Chief Compliance Officer;Vice President,Caprock Capital Advisors Inc.,,,Salesforce
11011320,Inactive Investor,James Wahlberg,Financial Advisor,Bare Wealth Advisors,jim@barewealthadvisors.com,,Salesforce
11114211,Inactive Investor,Hilton O'Neal,Financial Advisor,Edward Jones Beaufort NC 601 Cedar St,hilton.oneal@edwardjones.com,,Salesforce
11146572,Inactive Investor,Osvaldo Arambulo,,CM First Capital Corp.,,,Salesforce
10787722,Inactive Investor,John Dunn,,Fidelity Brokerage Services LLC,john.dunn@fidelity.com,,Salesforce
10792109,Inactive Investor,Matthew D'Arcy,Financial Advisor,"Tyler-Stone Wealth Management, LLC Eastlake OH 32341 Vine St",matthew.d-arcy@tyler-stone.com,,Salesforce
198263,,Kyle Roelofs,Estate and Succession Planning Specialist,Lincoln Financial Advisors Corporation,kyle.roelofs@lfg.com,,
234052,, -,,[[Unknown]],407177557@qq.com,,
11127151,Inactive Investor,Benjamin Falk,Associate Financial Advisor;Financial Planner,Robert W. Baird & Co. Incorporated Madison WI 8000 Excelsior Dr,bfalk@rwbaird.com,,Salesforce
11016850,Inactive Investor,Matthew Cottrill,,"Equity Services, Inc. Lawrence PA Private Residence",mcottrill@nationallife.com,,Salesforce
10825581,Inactive Investor,Gayle Williams,,"Voya Financial Advisors, Inc. Warwick RI 15 Alfred St",gayle.williams@voyafa.com,,Salesforce
338968,,Mercer Schuchardt,Analyst,"Chatham Investment Advisors, Llc",mschuchardt@chathamfinancial.com,610-925-3120,Manual List Upload
341173,,Aaron Brown,Vice President,Central Trust Bank,aaron.brown@centralbank.net,573-556-6813,Manual List Upload
10829382,Inactive Investor,David Hercules,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,david.hercules@primerica.com,,Salesforce
11137282,Inactive Investor,Serafino Iantorno,Financial Advisor,LPL Financial LLC Rochester NY 2480 Ridgeway Ave,serafino.iantorno@lpl.com,,Salesforce
11211693,Inactive Investor,Nathaniel High,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Finksburg MD 2333 Baltimore Blvd",nathaniel.high@prudential.com,,Salesforce
10792678,Inactive Investor,Gordon Brazington,,"Wells Fargo Clearing Services, LLC Vancouver WA 700 Washington St",brazings@wellsfargo.com,,Salesforce
10805129,Inactive Investor,John Allanson,First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,john.allanson@ubs.com,,Salesforce
10657028,,Lanetta Pillips,,,lbazile@interactivebrokers.com,,List Import
11235712,Inactive Investor,Sally Blecher,Chief Operations Officer,"Pivot Investment Planning, LLC San Antonio TX 14 Granburg Pl",,,Salesforce
10604432,,Jose Gonzalez Narro,Financial advisor,"Intercam Securities, Inc.",joseglznarro@gmail.com,305-377-8008,List Import
11049451,Inactive Investor,John Heilman,Chief Compliance Officer;Chief Financial Officer;Chief Investment Officer;Portfolio Manager;President;Secretary,MH & Associates Securities Management Corporation,john@mhandassociates.com,,Salesforce
9611717,,Cao Minh,,,fsrap95@gmail.com,,List import
10697896,,Murali Nair,,,villis@comcast.net,,Web Form Fillout
10918923,Inactive Investor,John Young,Chief Compliance Officer;Financial Advisor;Managing Director,"Cardinal Wealth Partners, LLC",jyoung@cardinalwealthpartners.com,,Salesforce
11022750,Inactive Investor,Ann Hattenberger,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",ann.hattenberger@ml.com,,Salesforce
10843978,Inactive Investor,Julie Cornell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
124488,,Douglas Morton,Financial Advisor,Savant Wealth Management,dmorton@savantcapital.com,(847) 541-6888,
11122818,Inactive Investor,Andrew Piet,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",andrew.piet@ml.com,,Salesforce
9578909,,Will Chiu,,,william.chiu.87@hotmail.com,,List import
11064706,Inactive Investor,Cynthia Fremont,Financial Advisor;Regional Leader,Edward Jones Hanover PA 805 Baltimore St,cindy.fremont@edwardjones.com,,Salesforce
348261,,John Hennessy,Vice President Business Development,"Intercontinental Wealth Advisors, Llc",jhennessy@intercontl.com,210-271-7947,Manual List Upload
10990348,Inactive Investor,Meijiao Jiang,,J.P. Morgan Securities LLC Media PA 220 E Baltimore Ave,meijiao.jiang@jpmorgan.com,,Salesforce
11147899,Inactive Investor,Colleen Fimiani,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,czfimiani@ft.newyorklife.com,,Salesforce
11093722,Inactive Investor,Sonia Jenkins,,"Raymond James Financial Services, Inc. Grass Valley CA 426 Sutton Way",sonia.jenkins@raymondjames.com,,Salesforce
10791753,Inactive Investor,Brian Rubin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,brian.rubin@ubs.com,,Salesforce
10768333,Inactive Investor,Michael Provenz,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",michael.provenz@ml.com,,Salesforce
10964629,Inactive Investor,Cassandra Kjorness,,"Robinhood Financial, LLC Denver CO 2373 15th St",cassandra.kjorness@robinhood.com,,Salesforce
11123585,Inactive Investor,Jemima Hunter,,J.P. Morgan Securities LLC Freeland WA 1561 Main St,jemima.hunter@jpmorgan.com,,Salesforce
10977637,Inactive Investor,Cassandra McNulty,Private Wealth Manager,Creative Planning Radnor PA Private Residence,cassandra.mcnulty@creativeplanning.com,,Salesforce
11094024,Inactive Investor,Robert Whibbs,Financial Advisor,Morgan Stanley Pensacola FL 850 S Palafox St,robert.whibbs@morganstanley.com,,Salesforce
11005536,Inactive Investor,Nicholas Anderson,,Thornburg Securities Corporation,nanderson@thornburg.com,,Salesforce
10846519,Inactive Investor,Arthur Marinaro,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,arthur.marinaro@primerica.com,,Salesforce
10829117,Inactive Investor,Charles Gavit,,PNC Investments Carmel IN 11405 N Pennsylvania St,charlie.gavit@pnc.com,,Salesforce
10930673,Inactive Investor,Sherri London,,Park Avenue Securities LLC,sherri_london@glic.com,,Salesforce
10977822,Inactive Investor,Amanda Honigfort,Accelerated Leadership Program Associate,Edward Jones,,,Salesforce
11091890,Inactive Investor,John Lin,Private Client Advisor,J.P. Morgan Securities LLC Flushing NY 13618 39th Ave,john.lin@jpmorgan.com,,Salesforce
11101788,Inactive Investor,Jonathan Roth,Vice President,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,jonathan.roth@primerica.com,,Salesforce
10882621,Inactive Investor,Frank Tinelli,,"Allstate Financial Services, LLC Levittown NY 90 Gardiners Ave",franktinelli@allstate.com,,Salesforce
10816085,Inactive Investor,Jeff Brown,,PFS Investments Inc. Houma LA 1244 Barrow St,jeff.brown@primerica.com,,Salesforce
11055186,Inactive Investor,Silvestro Conte,,Fidelity Brokerage Services LLC,,,Salesforce
10883689,Inactive Investor,Katherine Goins,Financial Advisor,Edward Jones Owensboro KY 3211 Frederica St,katherine.goins@edwardjones.com,,Salesforce
9566565,,Shelley Davenport,,,sdavenport@berthel.com,,List import
11013306,Inactive Investor,Perla De Jesus,,J.P. Morgan Securities LLC Buena Park CA 8901 Valley View St,,,Salesforce
11193571,Inactive Investor,Michael Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",michael.a.williams@wellsfargoadvisors.com,,Salesforce
11067624,Inactive Investor,Angelo Luna,Relationship Banker,"Wells Fargo Clearing Services, LLC Vancouver WA 408 NE 81st St",,,Salesforce
11127052,Inactive Investor,Justin Froess,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",justin_froess@ml.com,,Salesforce
10797502,Inactive Investor,Steven Farris,Chief Compliance Officer;Chief Executive Officer;Managing Member;Member;President;Wealth Management Advisor,Aquilant Advisors,steven@aquilantadvisors.com,,Salesforce
11030355,Inactive Investor,Justin Sincox,Financial Advisor,Edward Jones Washington MO 2010 Phoenix Center Dr,justin.sincox@edwardjones.com,,Salesforce
9581865,,Scott Holcom,,,s.holcom@fi.com,,List import
9573278,,Michael Hanrahan,,,mhanrahan@financialguide.com,,List import
9466605,,James George,,James Edward George,jamesgeorge2@hotmail.com,,3rd Party Lead Gen
11135160,Inactive Investor,John Ford,,Lincoln Investment Needham Heights MA 117 Kendrick St,,,Salesforce
10803490,Inactive Investor,Dustin Dang,Branch Manager,"Wells Fargo Clearing Services, LLC Costa Mesa CA 2970 Harbor Blvd",,,Salesforce
10970431,Inactive Investor,Jordan Hickman,,"Allstate Financial Services, LLC Flint MI 3501 S Linden Rd",jordanhickman@allstate.com,,Salesforce
11076974,Inactive Investor,Adam Rubinstein,,Lazard Asset Management Securities LLC,,,Salesforce
9592970,,Elliott Silver,,,esilver@whummer.com,,List import
11043637,Inactive Investor,Delyne Tran,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10955194,Inactive Investor,Albert Demartini,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",,,Salesforce
10974743,Inactive Investor,Daniel Cook,Financial Advisor,"Ameriprise Financial Services, LLC Hope KS 112 N Main St",dan.1.cook@ampf.com,,Salesforce
10995977,Inactive Investor,Dustin Carpenter,Investment Advisor,Fisher Investments,,,Salesforce
341846,,Randy Talbot,"Founder, Managing Partner","Talbot Financial, Llc",randy@talbotfinancial.com,425-533-0797,Manual List Upload
9598292,,Christopher Derisley,,,chris.derisley@plantemoran.com,,List import
10933159,Inactive Investor,Ryan Schultz,,Cetera Investment Services LLC Deerfield Beach FL 225 S Federal Hwy,,,Salesforce
11052575,Inactive Investor,Louis Taylor,,"Farmers Financial Solutions, LLC Lancaster TX 1053 W Pleasant Run Rd",ltaylor3@farmersagent.com,,Salesforce
10770130,Inactive Investor,Thomas Lewandowski,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",thomas.j.lewandowski@wellsfargo.com,,Salesforce
11127424,Inactive Investor,Kate Javois,,PFS Investments Inc. Somerset NJ 347 Elizabeth Ave,7jsbt@primerica.com,,Salesforce
9634265,,Miguel Fiore,,,miguelfiore@hotmail.com,,List import
11115290,Inactive Investor,Adam Howard,Corporate Stock Benefit Consultant;Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,adam.howard@ubs.com,,Salesforce
10916410,Inactive Investor,Jacob Murray,Financial Advisor,LPL Financial LLC Idaho Falls ID 1530 Elk Creek Dr,jacob.murray@lpl.com,,Salesforce
11032004,Inactive Investor,Wicky Dharani,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",wicky.dharani@robinhood.com,,Salesforce
11195325,Inactive Investor,Joe Grojean,,"Cambridge Investment Research, Inc. Omaha NE 2712 S 87th Ave",,,Salesforce
10889511,Inactive Investor,Walter Worley,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Arnold MD Private Residence,wrworley4@unitedplanners.com,,Salesforce
9596601,,Sanije Perrett,,,sperrett@arenaca.com,,List import
10795016,Inactive Investor,Michael Evankovich,,"Lion Street Financial, LLC Pittsburgh PA 307 4th Ave",mevankovich@lionstreet.com,,Salesforce
11192603,Inactive Investor,Tanner Welch,Wealth Manager,"Pinnacle Peak Private Client Group, LLC",tanner@pinpeakpcg.com,,Salesforce
10855468,Inactive Investor,Joubin Eshaghian,,"Equitable Advisors, LLC Encino CA 16200 Ventura Blvd",joubin.eshaghian@equitable.com,,Salesforce
10889457,Inactive Investor,Christina Horchar,Chief Operating Officer,SFG Wealth Management Towson MD 401 Washington Ave,chorchar@sfgmd.com,,Salesforce
9628517,,Brent Kwiatkowski,,,kwit1718@gmail.com,,List import
10494310,,Don Jacobson,"Financial Advisor, Managing Member, Owner, Partner, Regulatory Contact","Dean, Jacobson Financial Services",don@deanjacobson.com,,List Import
11129683,Inactive Investor,Steven Goldman,Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,steven.e.goldman@ubs.com,,Salesforce
10805907,Inactive Investor,Silas Cain,Chairman;Co-Founder,Mount Vernon Associates Inc Baltimore MD 6500 Falls Rd,info@mtvernonassoc.com,,Salesforce
11209655,Inactive Investor,John Moore,Chief Compliance Officer;Managing Member;Owner;President,Dallas Money Management LLC,,,Salesforce
10774108,Inactive Investor,Christine Kianes,Financial Advisor,Edward Jones Temple TX 2015 Birdcreek Ter,christy.eastham-kianes@edwardjones.com,,Salesforce
10860964,Inactive Investor,Stacy Brady,Financial Consultant,Commonwealth Financial Network Beaverton OR 9400 SW Beaverton Hillsdale Hwy,sbrady@commonwealth.com,,Salesforce
10937640,Inactive Investor,Dillon Tanchinh,Associate Financial Consultant,"Charles Schwab & Co., Inc. Boulder CO 2480 Canyon Blvd",,,Salesforce
10849180,Inactive Investor,Andrew Agemy,Chief Executive Officer;Founder;Investment Advisor;Managing Member,"Agemy Wealth Advisors, LLC",daniela@agemy.com,,Salesforce
11065640,Inactive Investor,John Ramsey,Senior Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,john.ramsey@ubs.com,,Salesforce
11148380,Inactive Investor,Ryan Shirk,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ryan.shirk@fidelity.com,,Salesforce
10855104,Inactive Investor,Christopher Stokes,Director - Wealth Management,"Wells Fargo Advisors Financial Network, LLC Roswell NM 400 N Pennsylvania Ave",christopher.stokes@wellsfargoadvisors.com,,Salesforce
11087998,Inactive Investor,Erik Jensen,Financial Advisor,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",erik.j.jensen@ampf.com,,Salesforce
373440,,Ralph Albright,,[Unknown],oldgrizzly1@gmail.com,,source
9621507,,Scott Crassweller,,,scottcrassweller@gmail.com,,List import
10988290,Inactive Investor,Luis Llamas,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,,,Salesforce
113188,,Michael Wilcox,,Eagle Strategies LLC,mtwilcox@ft.newyorklife.com,501-223-1626,
10822542,Inactive Investor,Kenia Medlin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",kenia.medlin@ml.com,,Salesforce
11091445,Inactive Investor,Aaron Foley,,Santander Securities LLC,aaron.foley@santanderinvestments.com,,Salesforce
11101819,Inactive Investor,Zachary McCann,,"M Holdings Securities, Inc. Allentown PA 600 Hamilton St",,,Salesforce
10813175,Inactive Investor,Melvin Morris,Relationship Manager,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",,,Salesforce
11189983,Inactive Investor,Jane Lalonde Shea,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
178602,,Carol Sims,Accounting Supervisor,[Unknown],carol.sims@olers.ok.gov, +1 405 522 4934,Database Upload
10764904,Inactive Investor,Robert Eschweiler,Managing Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,robert.j.eschweiler@jpmorgan.com,,Salesforce
11125202,Inactive Investor,Mario Diaz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
11104420,Inactive Investor,Corina Bande,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",corina.bande@schwab.com,,Salesforce
10980992,Inactive Investor,Drew Bowen,Financial Advisor,"Ameriprise Financial Services, LLC Kalamazoo MI 5991 Venture Park Dr",,,Salesforce
9615519,,Sean West,,,sean.west@arup.com,,List import
11046629,Inactive Investor,Luis Bejarano,,"U.S. Bancorp Advisors, LLC Tempe AZ 1101 W Washington St",,,Salesforce
10747021,,Muhamad adita nanda Nanda,,,muhammadaditananda@gmail.com,,Web Form Fillout
11093170,Inactive Investor,Schragaj Frisch,Financial Professional,"MML Investors Services, LLC Brooklyn NY 122 Ashland Pl",sfrisch@financialguide.com,,Salesforce
10954589,Inactive Investor,Estefania Corbus,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11002942,Inactive Investor,Jordan Ibsen,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,jordan_ibsen@glic.com,,Salesforce
9554045,,Alexander Makaron,,,amakaron@yahoo.com,,List import
10968390,Inactive Investor,Jeremy Gee,,"Northwestern Mutual Investment Services, LLC Walnut Creek CA 2121 N California Blvd",jeremy.gee@nm.com,,Salesforce
11059568,Inactive Investor,Matt Varriano,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2 Pennsylvania Plz,matthew.varriano@jpmorgan.com,,Salesforce
10882724,Inactive Investor,Charles Millas,Private Client Advisor,J.P. Morgan Securities LLC Metuchen NJ 475 Main St,charles.millas@jpmorgan.com,,Salesforce
11027000,Inactive Investor,Gary Wentworth,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,gary.wentworth@primerica.com,,Salesforce
9551357,,Jason Card,,,jason.card@jw-cole.com,,List import
11213212,Inactive Investor,Lee Hutchison,,"Avantax Investment Services, Inc. Yorba Linda CA Private Residence",,,Salesforce
11014387,Inactive Investor,Arceli Rebollido Acosta,,PFS Investments Inc. Honolulu HI 2153 N King St,arebollido@primerica.com,,Salesforce
11014681,Inactive Investor,Mikelle Rittenhouse,,J.P. Morgan Securities LLC Fort Collins CO 2820 E Harmony Rd,mikelle.rittenhouse@jpmorgan.com,,Salesforce
11023277,Inactive Investor,Neil Schembre,,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",,,Salesforce
143170,,Matthew Bender,Director,"Thomas H. Lee Capital Management, LLC",mbender@thlcapital.com,1-212-888-1500,Initial Salesforce Import
10865181,Inactive Investor,Robert Brunst,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Lincoln CA 945 Orchard Creek Ln",rob.brunst@wfafinet.com,,Salesforce
11147695,Inactive Investor,Satesh Singh,,Fidelity Brokerage Services LLC,,,Salesforce
10997389,Inactive Investor,Paulette Behan,,LPL Financial LLC Augusta MI Private Residence,paulette.behan@lpl.com,,Salesforce
10896437,Inactive Investor,Van Betta,,"Raymond James Financial Services, Inc. Greenwich CT 115 E Putnam Ave",van.betta@raymondjames.com,,Salesforce
10753840,Inactive Investor,Matthew Riley,Advisor,"Centaurus Financial, Inc. Middletown DE 651 N Broad St",,,Salesforce
11092935,Inactive Investor,Scott Boyd,Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",scott.boyd@valic.com,,Salesforce
11079395,Inactive Investor,Gaspar Garcia,,Newbridge Securities Corporation,ggarcia@newbridgesecurities.com,,Salesforce
11089095,Inactive Investor,Bryan Rentschler,Wealth Advisor,Exencial Wealth Advisors Thousand Oaks CA 100 N Westlake Blvd,brentschler@exencialwealth.com,,Salesforce
9608881,,glenda gonzalez,,,glendag@criptonoticias.com,,List import
11260597,Inactive Investor,Cheryl Johnson,,"Osaic Wealth, Inc. Andover MA 138 River Rd",,,Salesforce
347402,,Sarah Wilson,Vice President,"Marquette Associates, Inc.",swilson@marquetteassociates.com,312-527-5500,Manual List Upload
11149386,Inactive Investor,Andrea Dodd,Financial Advisor,Thrivent Investment Management Inc. Blairsburg IA 404 2nd St,andrea.pruismann@thrivent.com,,Salesforce
11051597,Inactive Investor,Benjamin Schamber,,"Legacy Wealth Management, LLC",benjamin@legacywealthmg.com,,Salesforce
9619183,,Gabriel Shvets,,,gshvets@msn.com,,List import
11118836,Inactive Investor,Ti'Tiana Davis-Frederick,Senior Principal,LPL Financial LLC Winston Salem NC 8606 N NC Hwy 109,titiana.davis@lpl.com,,Salesforce
9620113,,Ryan Walker,,,ry.walk@gmail.com,,List import
336657,,Jaymie Rothrock,,Sjhl Financial Group,jrothrock@sjhl.com,620-241-1826,Manual List Upload
11087921,Inactive Investor,Daniel Dexter,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",daniel.dexter@nm.com,,Salesforce
11158327,Inactive Investor,Hannah Asbury,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9639699,,Jim Rowe,,,jim.rowe@wellsfargo.com,,List import
10853723,Inactive Investor,Amy McSorley,Owner,"Guidance Investment Advisors, LLC",,,Salesforce
10833103,Inactive Investor,Ira Musiker,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Myrtle Beach SC 4481 Oleander Dr",jeff.musiker@ampf.com,,Salesforce
9562081,,Christopher Rilling,,,christopher.rilling@fidelity.com,,List import
10646961,,David Cooper,,,david.cooper@edwardjones.com,,List Import
240378,,Ira Anderson,,[Unknown],ilaexpress@aol.com,,Direct
10774694,Inactive Investor,John Hanley,Managing Director,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
11028874,Inactive Investor,Robert Batutis,,"Ausdal Financial Partners, Inc. Oswego IL Private Residence",,,Salesforce
11109137,Inactive Investor,John Paskowski,Representative,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,john.paskowski@primerica.com,,Salesforce
11125849,Inactive Investor,Kenneth Siegel,,"Charles Schwab & Co., Inc.",kenneth.siegel@schwab.com,,Salesforce
10754817,Inactive Investor,Gatlan Turk,Financial Advisor,Edward Jones Midlothian TX 132 N 8th St,gatlan.turk@edwardjones.com,,Salesforce
10935386,Inactive Investor,Darrell Pacheco,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",darrell.pacheco@cunamutual.com,,Salesforce
11144254,Inactive Investor,Rethenia Brown,,PFS Investments Inc. Hollywood FL 3349 N University Dr,rethenia.brown@primerica.com,,Salesforce
11060274,Inactive Investor,Laureano Bello,Executive Director;Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,laureano.bello@morganstanley.com,,Salesforce
11160696,Inactive Investor,Robin Johnson,,PFS Investments Inc. Mount Vernon WA 2021 E College Way,,,Salesforce
10899496,Inactive Investor,Robert Powell,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,will.powell@fmr.com,,Salesforce
10966005,Inactive Investor,Matthew Wiley,,"First Command Brokerage Services, Inc.",mwiley@firstcommand.com,,Salesforce
10903238,Inactive Investor,John Majkowski,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",derek.majkowski@stewardpartners.com,,Salesforce
10852785,Inactive Investor,Matthew Caputo,,"Cambridge Investment Research, Inc. Sylvania OH 5580 Monroe St",,,Salesforce
10488457,,Matthew McKamy,"Chief Compliance Officer, Chief Financial Officer",Webs Creek Capital Management LP,matt@webscreekcapital.com,,List Import
9636390,,Robert Hall,,,rcarey@ftportfolios.com,,List import
10696378,,Thierry Zuppinger,,PureFacts,thierry.zuppinger@purefacts.com,,List Import
11193274,Inactive Investor,Jennifer Pascual-Tanchoco,,PFS Investments Inc. Brea CA 2923 Saturn St,jennifer.pascual@primerica.com,,Salesforce
1005293,Inactive Investor,Michele Jones,,Continental Stock Transfer & Trust,mjones@continentalstock.com,212 845 3216,
10989086,Inactive Investor,Samuel Leidholm,Wealth Planner,"U.S. Bancorp Investments, Inc. Bismarck ND 200 N 3rd St",sam.leidholm@usbank.com,,Salesforce
10839303,Inactive Investor,Mark Fowler,Senior Market Research Analyst,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",mark.fowler@schwab.com,,Salesforce
10824094,Inactive Investor,Carolyn Jones,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,cjones10@ft.newyorklife.com,,Salesforce
10880859,Inactive Investor,John Blanos,Financial Advisor,LPL Financial LLC Tarrytown NY 120 White Plains Rd,john.blanos@lpl.com,,Salesforce
9639795,,Alicia Hodenfield,,,alicia.hodenfield@sonoma.edu,,List import
10985811,Inactive Investor,Amanda Hill,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",amanda.hill@ampf.com,,Salesforce
10807160,Inactive Investor,Craig Christell,Financial Advisor,Edward Jones Arlington Heights IL 28 S Dunton Ave,craig.christell@edwardjones.com,,Salesforce
11243075,,Wasseem Abugosh,,,wasseemabugosh@gmail.com,9734697166,Web Form Fillout
10902653,Inactive Investor,Katherine Gochenour,,"Wells Fargo Clearing Services, LLC Bridgewater VA 500 N Main St",,,Salesforce
9575845,,Scott Glenn,,,sglenn@nbcsecurities.com,,List import
11231655,Inactive Investor,Weston Parks,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10970114,Inactive Investor,Trinity Troutman,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9599435,,Gregory Sissel,,,gsissel@platteriverequity.com,,List import
9630212,,David Darger,,,glndrgr@yahoo.com,,List import
10768212,Inactive Investor,Harry Neufeld,Financial Advisor,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",scott.neufeld@wellsfargoadvisors.com,,Salesforce
9628024,,William Ramsey,,,wramsey@bak.rr.com,,List import
10820674,Inactive Investor,John Panetta,Paraplanner,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",john.b.panetta@ampf.com,,Salesforce
10942440,Inactive Investor,Juan Munoz,Vice President,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",,,Salesforce
335739,,Alexander Allen,,Creative Planning,alexander.allen@thinkingbeyond.com,,
11014869,Inactive Investor,Carin Rubin,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,carin.knupp.rrz9@statefarm.com,,Salesforce
10824756,Inactive Investor,Sara Mcbride,Senior Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,sara.cebasmcbride@ubs.com,,Salesforce
10754011,Inactive Investor,Michael Hazelbaker,Financial Advisor,LPL Financial LLC Dallas TX 7557 Rambler Rd,michael.hazelbaker@lpl.com,,Salesforce
10885868,Inactive Investor,James Falvey,,Fidelity Brokerage Services LLC,james.falvey@fmr.com,,Salesforce
10930090,Inactive Investor,James Johnson,Financial Consultant,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,jim.johnson@thrivent.com,,Salesforce
10819901,Inactive Investor,Melner Bond,Chief Compliance Officer;Managing Member;Wealth Planning Advisor,Oasis Wealth Planning Advisors,mel.bond@oasiswealthplanning.com,,Salesforce
11218692,,Kipp Walberg,,,kipp.walberg@rbc.com,,Other
10873574,Inactive Investor,Robert Young,Investment Executive,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
86828,,Lawrence Mestel,"Chief Executive Officer, Founder",Primary Wave IP Investment Management LLC,lmestel@primarywave.com,212-661-6990,Manual List Upload
5404143,,Terry [Unknown],,,terrybarnes@comcast.net,,List import
11018005,Inactive Investor,Andrew Kehoe,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
10895684,Inactive Investor,John Decker,Managing Director;Senior Vice President,D.A. Davidson & Co. Lincoln NE 115 S Canopy St,jldecker@dadco.com,,Salesforce
9608678,,Nick Nelson,,,sillynick7@yahoo.com,,List import
10755556,Inactive Investor,Nell Hughes,Client Service Associate;Wealth Management Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,nell.parsons@ubs.com,,Salesforce
10884119,Inactive Investor,Gary Starr,,"Raymond James Financial Services, Inc. Topeka KS 4646 NW Fielding Rd",gary.starr@raymondjames.com,,Salesforce
11001537,Inactive Investor,Brian Kwon,,NYLIFE Securities LLC Westlake Village CA 2625 Townsgate Rd,bkwon@ft.newyorklife.com,,Salesforce
10963938,Inactive Investor,Rebecca Luiza De Andrade,Private Wealth Management Intern,UBS Financial Services Inc.,,,Salesforce
11059986,Inactive Investor,Walter Beach,Managing Director,"Beach Investment Counsel, Inc",,,Salesforce
10984669,Inactive Investor,Leslie Hurst,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",leslie.hurst@tiaa.org,,Salesforce
11102778,Inactive Investor,Xiaowen Liu,,J.P. Morgan Securities LLC South San Francisco CA 2248 Westborough Blvd,xiaowen.liu@jpmorgan.com,,Salesforce
9575139,,Charles Stone,,,cstone@sagepointadvisor.com,,List import
10968797,Inactive Investor,Jonathan Larose,,Fidelity Brokerage Services LLC,,,Salesforce
9603065,,Jason Cohan,,,jmc5471@gmail.com,,List import
9544193,,Steven Westphal,,,stevewest87@hotmail.com,,List import
10487826,,Patricia Hammond,"Vice President - Compliance, Wealth Manager","Carter Advisory Services, Inc",phammond@cascfm.com,,List Import
9583781,,Norman Davis,,,ndavis@linscomb-williams.com,,List import
10960373,Inactive Investor,Stephanie Von Friedeburg,,Citigroup Global Markets Inc.,,,Salesforce
9597822,,Marco Vinicio Gutierrez,,,marco.g@maqsb.mx,,List import
10615221,,Michael Gershenson,"Financial Advisor, First Vice President",,michael.gershenson@morganstanley.com,,List Import
10840981,Inactive Investor,Bradford Hagerman,,Thurston Springer Financial Sarasota FL 333 S Pineapple Ave,bhagerman@thurstonspringer.com,,Salesforce
337803,,Eli Casdin,Managing Member,"Casdin Capital, Llc",ecasdin@casdincapital.com,212-897-5430,Manual List Upload
10510480,,Kyle Balkissoon,Portfolio Manager,Stance Capital,kyle@stancecap.com,,List Import
10872356,Inactive Investor,Srigowri Nallamotu,,"Wells Fargo Clearing Services, LLC Alpharetta GA 4175 Old Milton Pkwy",srigowri.dodla@wellsfargoadvisors.com,,Salesforce
10764444,Inactive Investor,Louis Moya,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,louis.moya@morganstanley.com,,Salesforce
9560100,,Charles Leapley,,,cleapley@fscadvisor.com,,List import
11173252,Inactive Investor,Cody Dertow,Financial Advisor,Edward Jones North Little Rock AR 2501 Crestwood Rd,cody.dertow@edwardjones.com,,Salesforce
11103741,Inactive Investor,Les Anderton,,"Wilson-Davis & Co., Inc.",landerton@wdco.com,,Salesforce
10987373,Inactive Investor,Jose Zavala,,J.P. Morgan Securities LLC Evergreen Park IL 3157 W 95th St,jose.zavala@chase.com,,Salesforce
10928065,Inactive Investor,Martha Whitman,Chief Compliance Officer;Compliance Manager;Office Manager,Focus Financial Advisors,martha@focusfinancialadvisors.com,,Salesforce
11191766,Inactive Investor,James Bickham,,"Allstate Financial Services, LLC Port Neches TX 2117 Magnolia Ave",jamesbickham@allstate.com,,Salesforce
9648129,,Kevin Emberton,,,klemberton@sbec.com,,List import
9642103,,Glen Rowe,,,roweysinvestments@gmail.com,,List import
11232603,Inactive Investor,Randall Downs,,Thrivent Investment Management Inc. Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
635,,,,,ramesh@250ok.in,,
11079129,Inactive Investor,Nicholas Acosta,,Vanguard Marketing Corporation,nicholas_acosta@vanguard.com,,Salesforce
373106,,mohammed bennis,,[Unknown],trillbaconn111@gmail.com,,source
8283247,,Burton Santos,,,xymuxahi@mailinator.com,,Web form fillout
11074837,Inactive Investor,Peter Brearley,President,Financial Advisors of Virginia,,,Salesforce
10949268,Inactive Investor,Maile Lueck,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10995165,Inactive Investor,Samantha Mcgarrity,,"Tradewinds Capital Management, LLC",samantha@tradewinds-cm.com,,Salesforce
10852390,Inactive Investor,Susan Brown,,Cetera Advisors LLC Vienna VA 501 Church St NE,susan.brown@ceteraadvisors.com,,Salesforce
11177057,Inactive Investor,Kathleen Vancuren,,Cetera Advisor Networks LLC Tulsa OK 1350 S Boulder Ave,,,Salesforce
238903,,Rick Blazier,,[Unknown],rickblazier6@gmail.com,,
50331,,Barry Brothers,Senior Financial Advisor,"VALIC Financial Advisors, Inc.",scot.brothers@valic.com,901-268-6345,
9628049,,Thomas Joyce,,,tomjoycehomes@gmsil.com,,List import
11202772,Inactive Investor,Michael Lay,Board of Managers;Chief Compliance Officer;Chief Operating Officer;Managing Director,"Executive Wealth Management, LLC",mlay@ewmadvisors.com,,Salesforce
187570,,Robert Stark,,[Unknown],hello@iamrobert.com,,Organic Search
10972756,Inactive Investor,Gianna Giusti,Financial Planner;Regulatory Contact;Shareholder,"Kutscher Benner Barsness & Stevens, Inc.",ggiusti@kbbsfinancial.com,,Salesforce
11220244,,Daniel Vasile,,,d_j_vasile@vanguard.com,,Other
11084786,Inactive Investor,Robert Little,Financial Representative,PlanMember Securities Corporation Lakewood WA 10209 Bridgeport Way SW,robertlittle@planmembersec.com,,Salesforce
11117288,Inactive Investor,Gary Tarver,,PFS Investments Inc. Tacoma WA 7025 27th St W,gtarver@primerica.com,,Salesforce
10613547,,Charles A. Lore,"Financial Advisor, Senior Vice President - Wealth Management",,chuck.lore@ubs.com,,List Import
11003439,Inactive Investor,Ivette Huitron,,J.P. Morgan Securities LLC Aurora IL 1500 N Orchard Rd,ivette.huitron@jpmorgan.com,,Salesforce
11057012,Inactive Investor,David Luke,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Greenville SC 403 Roper Creek Dr,,,Salesforce
11200324,Inactive Investor,Justin Dumke,,"Gateway Wealth Partners, LLC Germantown WI W193N10975 Klienmann Dr",,,Salesforce
10763228,Inactive Investor,David Garrett,Chief Executive Officer;Executive Chairman,BentOak Capital,wayne@bentoakcapital.com,,Salesforce
10810224,Inactive Investor,Gary Liebel,Financial Advisor;Senior Vice President,Morgan Stanley Erie PA 100 State St,gary.liebel@morganstanley.com,,Salesforce
10926063,Inactive Investor,Matthew Hanhila,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,matthanhila.team@fidelity.com,,Salesforce
9602586,,Jason Erdmann,,,mural-aviary0y@icloud.com,,List import
10760063,Inactive Investor,Patrick McNamara,,"M Holdings Securities, Inc. Ann Arbor MI 24 Frank Lloyd Wright Dr",patrick.mcnamara@mfin.com,,Salesforce
11106893,Inactive Investor,Marc Bienenfeld,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,marc.bienenfeld@lpl.com,,Salesforce
11136974,Inactive Investor,David Rodriguez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10946774,Inactive Investor,Joshua Kassulke,,LPL Financial LLC Racine WI 1400 Newman Rd,josh.k@lpl.com,,Salesforce
11091721,Inactive Investor,Michael Flaherty,,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,,,Salesforce
11000228,Inactive Investor,Matthew Connatser,,"Allstate Financial Services, LLC Blue Springs MO 707 SW State Rte 7",matthewconnatser@allstate.com,,Salesforce
10957484,Inactive Investor,David Cowley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10798636,Inactive Investor,David Heger,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,david.heger@morganstanley.com,,Salesforce
11205672,Inactive Investor,Joni Melickian,Client Associate;Operations Manager,"Wells Fargo Advisors Financial Network, LLC Westlake Village CA 2535 Townsgate Rd",joni.melickian@wfafinet.com,,Salesforce
11195563,Inactive Investor,James Stewart,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11134714,Inactive Investor,Theresa Thompson,,Lincoln Investment Cabot AR 200 Westport Dr,tthompson@lincolninvestment.com,,Salesforce
30308,,Jack Hightower,"Member, manager","Highpeak Energy Management, Llc",jhightower@highpeakenergy.com,(817) 872-9800,Manual List Upload
10814252,Inactive Investor,Robert Roenitz,Family Wealth Director;Financial Advisor;Financial Planning Specialist;Senior Institutional Consultant;Senior Vice President,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,robert.roenitz@morganstanley.com,,Salesforce
9544175,,Rebecca Morris,,,rebeccam@lgeccu.org,,List import
10893922,Inactive Investor,William McBee,,Sanders Morris LLC Dallas TX 5950 Sherry Ln,,,Salesforce
11211305,Inactive Investor,Julie Samson,,"Wells Fargo Clearing Services, LLC Foothill Ranch CA 26622 Towne Centre Dr",julie.r.luna@wellsfargo.com,,Salesforce
10796302,Inactive Investor,David Stanley,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",david.m.stanley@ml.com,,Salesforce
9576961,,David Lee,,,predictingphd@gmail.com,,List import
10799879,Inactive Investor,Thomas Topper,Financial Planner,"Pruco Securities, LLC. Buffalo NY 5477 Main St",thomas.topper@prudential.com,,Salesforce
10880230,Inactive Investor,Daphney Jirau,,J.P. Morgan Securities LLC Jacksonville FL 11389 San Jose Blvd,daphney.jirau@chase.com,,Salesforce
11222463,,Alan Anderson,,,aanderson@thesfa.net,,List Import
9580062,,Jeromia Burger,,,jburger@massmutual.com,,List import
10897902,Inactive Investor,Megan Devine,Client Associate,"Wells Fargo Clearing Services, LLC Reading PA 1 Meridian Blvd",megan.devine@wellsfargo.com,,Salesforce
10976648,Inactive Investor,Richard Morisset,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,rmorisset@primerica.com,,Salesforce
9576707,,Jared Schamberger,,,jared.schamberger@saswealth.com,,List import
11196081,Inactive Investor,Daniel Castillo-Reyes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Simi Valley CA 2830 Cochran St",,,Salesforce
10876964,Inactive Investor,Geoffrey Marsh,Financial Advisor;Treasurer,OFS,geoff.marsh@ofswealth.com,,Salesforce
11133064,Inactive Investor,David Stangohr,Investment Advisor Representative,"Osaic Institutions, Inc. Lees Summit MO 1021 NE Sam Walton Ln",,,Salesforce
10894104,Inactive Investor,Belinda Stanger,Regional Vice President,PFS Investments Inc. Layton UT 1992 W Antelope Dr,belinda.stanger@primerica.com,,Salesforce
9616274,,Mario J Serrato,Senior Advisor,Transamerica Financial Advisors,mariojserrato@legendary-team.com,,List import
9610535,,youngwoo kim,,,cave88@hanmail.net,,List import
10841125,Inactive Investor,Eric Conway,Financial Advisor,Edward Jones Spokane WA 13221 E 32nd Ave,eric.conway@edwardjones.com,,Salesforce
11169485,Inactive Investor,Jamie Poulos,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Oak Creek WI 7980 S Howell Ave,jamie.poulos@jpmorgan.com,,Salesforce
11082778,Inactive Investor,Edward Kingery,,Cetera Investment Services LLC Huntington WV 313 10th Ave,,,Salesforce
11029665,Inactive Investor,Ramiro Wong,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,ramiro.wong@primerica.com,,Salesforce
10933786,Inactive Investor,Ray Echavez,,PFS Investments Inc. Kamuela HI 65-1204 Lindsey Rd,ray.echavez@primerica.com,,Salesforce
11151735,Inactive Investor,Melissa Holden,Financial Advisor,LPL Financial LLC Clemmons NC 3540 Clemmons Rd,melissa.holden@lpl.com,,Salesforce
9613119,,Luke Lamar,,,llamar@ftadvisors.com,,List import
10962024,Inactive Investor,Lidia Rodriguez,,"Wells Fargo Clearing Services, LLC San Francisco CA 145 W Portal Ave",,,Salesforce
11209085,Inactive Investor,Craig Joncas,Chief Executive Officer;Financial Advisor;Regulatory Contact,Penobscot Financial Advisors,cjoncas@penobscotfa.com,,Salesforce
201435,,Joy Themides,Client Advisor,"SunTrust Advisory Services, Inc.",joy.h.sherman@suntrust.com,727-369-5222,
9550133,,Glenn Bittner,,,gbittner@massmutual.com,,List import
11219867,,Bradley Kane,,,bradley.kane@osterweis.com,,Other
10867292,Inactive Investor,Jonathon Coe,,"Hantz Financial Services, Inc. Sault Sainte Marie MI 320 Ashmun St",jonathon.coe@hantzgroup.com,,Salesforce
79441,,Jamie Phillips,Financial Professional,"Voya Financial Advisors, Inc.",jamie.phillips@voyafa.com,,
11185625,Inactive Investor,Leverette Pope,,LPL Financial LLC Chester VA 4331 Old Hundred Rd,leverette.pope@lpl.com,,Salesforce
11024406,Inactive Investor,Erin Searcy,,SECU Brokerage Services Charlotte NC 8605 University City Blvd,erin.johnson@ncsecu.org,,Salesforce
11174283,Inactive Investor,Lowell Fairley,,LPL Financial LLC Southaven MS 910 Goodman Rd E,lowell.fairley@lpl.com,,Salesforce
10824738,Inactive Investor,Mark Thatcher,Managing Member;Partner;Regulatory Contact;Senior Financial Advisor,Keystone Private Wealth,mark@cypressprivate.com,,Salesforce
1001931,Inactive Investor,George Sharpe,Investment Manager,Merrion Family Trust,gsharpe@merrion.bz, +1 505 324 5300,
9560804,,Pamela Lipnicky,,,pamela.lipnicky@fidelity.com,,List import
11149313,Inactive Investor,Michael King,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 9477 Kenwood Rd",michael.king2@53.com,,Salesforce
10769277,Inactive Investor,Gayle Mabry,,B. Riley Wealth Management,glancaster@brileywealth.com,,Salesforce
10854974,Inactive Investor,Trent Watson,Investment Advisor;Portfolio Manager,Carl F. Petersen. Inc,,,Salesforce
11181358,Inactive Investor,Lin Baron,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",lin.baron@prudential.com,,Salesforce
9626717,,Mehmet Yi?it Yorulmaz,,,yigitgers@gmail.com,,List import
9552114,,Donald Doles,,,dondoles45@gmail.com,,List import
11196184,Inactive Investor,Carl Montano,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 550 Post Oak Blvd",carl.montano@tfaconnect.com,,Salesforce
11119639,Inactive Investor,Jasmine Garcia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11069166,Inactive Investor,Kester Hector,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,khector@glic.com,,Salesforce
10644857,,Anson Sager,,,ansons@loopcap.com,,List Import
11189558,Inactive Investor,Craig Voorhees,Retirement Benefits Specialist,"Equitable Advisors, LLC Burton OH 14605 E Park St",craig.voorhees@equitable.com,,Salesforce
11121185,Inactive Investor,Michael Cassella,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10949718,Inactive Investor,Alison Fourtner,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11156271,Inactive Investor,Michael Coffaro,Vice President,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",michael.coffaro@equitable.com,,Salesforce
10976317,Inactive Investor,Bryan Rourke,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10763080,Inactive Investor,Daniel Hudson,Financial Advisor;First Vice President;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,daniel.mark.hudson@morganstanley.com,,Salesforce
10796306,Inactive Investor,Stephen Jang,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,stephen.jang@morganstanley.com,,Salesforce
10987280,Inactive Investor,Christine McGrath,,"Empower Financial Services, Inc Dubuque IA Private Residence",christine.mcgrath@empower.com,,Salesforce
10841509,Inactive Investor,Charles Lemonides,Chief Investment Officer;Founder;Managing Member;Portfolio Manager;Regulatory Contact,"ValueWorks, LLC New York NY 1450 Broadway",charles@valueworksllc.com,,Salesforce
10982877,Inactive Investor,Brendan Haggard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 15255 S 94th Ave",brendan.haggard@ml.com,,Salesforce
226571,,Phil -,,[[Unknown]],philburden1@gmail.com,,Initial Salesforce Import
11019683,Inactive Investor,Hayden Greene,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",hayden.greene@equitable.com,,Salesforce
10845532,Inactive Investor,Robert Martin,,State Farm VP Management Corp. North East PA Private Residence,robertmartin@statefarm.com,,Salesforce
11176743,Inactive Investor,Marc Harrison,,Reid & Rudiger LLC New York NY 55 Broad St,,,Salesforce
11008377,Inactive Investor,Scott Petersen,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11086216,Inactive Investor,Saleth Williams,,"Empower Financial Services, Inc Port Reading NJ Private Residence",saleth.williams@empower.com,,Salesforce
10867733,Inactive Investor,Alexander Locker,Chief Compliance Officer;Investment Advisor;President,"Locker Wealth Management, Inc. Flossmoor IL Private Residence",,,Salesforce
11236573,Inactive Investor,Bruce Hotaling,Co-Founder;Managing Director,"GYL Financial Synergies, LLC Wayne PA 100 W Lancaster Ave",bhotaling@gylfinsyn.com,,Salesforce
9610315,,James Greyscale,,,greyscale@etls.io,,List import
10614861,,Raymond Beyda,"Financial Advisor, Financial Planning Specialist",,raymond.beyda@morganstanley.com,,List Import
11182654,Inactive Investor,Regina Sherman,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,regina.sherman@primerica.com,,Salesforce
10916559,Inactive Investor,Jodie Booth,,"Kestra Investment Services, LLC Marmora NJ 105 Roosevelt Blvd",,,Salesforce
9618903,,Mathew Martin,,,mat@mfpcapital.com,,List import
11209894,Inactive Investor,Katherine Park,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kate_park@vanguard.com,,Salesforce
10606754,,Dennis Bacon,"Private Client Manager, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",dennis.k.bacon@bofa.com,212-852-3232,List Import
11233645,Inactive Investor,William Brunner,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10950177,Inactive Investor,Joseph DiBartolo,Chief Compliance Officer,WE Family Offices Miami FL 701 Brickell Ave,,,Salesforce
345501,,Shane Murphy,Alternatives Portfolio Manager,Irish Life Investment Managers Limited,shane.murphy@ilim.com,003-531-7041200,Manual List Upload
11101876,Inactive Investor,Jeffrey Wolfe,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jpwolfe@ft.newyorklife.com,,Salesforce
9636169,,David Robbins,,,drobbins@mcpfunds.com,,List import
11085077,Inactive Investor,Gary Wagner,Member;President;Principal;Regulatory Contact,Carnegie Investment Counsel,gwagner@carnegieinvest.com,,Salesforce
62423,,Laura Tidd,Personal Banker,"Fifth Third Securities, Inc.",laura.tidd@53.com,513-942-7444,
10991852,Inactive Investor,Rodney Chronister,,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,9lcbv@primerica.com,,Salesforce
11006799,Inactive Investor,Kawena Kamakaala,,PFS Investments Inc. Honolulu HI 2153 N King St,kawena.kamakaala@primerica.com,,Salesforce
11155925,Inactive Investor,Dennis McGuire,Chief Compliance Officer;Managing Member;Managing Partner,McGuire Wealth Management,denny@mcguirewealth.com,,Salesforce
10995278,Inactive Investor,Marina Joneson,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",marina.joneson@prudential.com,,Salesforce
10929030,Inactive Investor,Joshua Valenzuela,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10861417,Inactive Investor,Ira Fox,Financial Advisor,"CUSO Financial Services, L.P. Canby OR 223 NE 2nd Ave",,,Salesforce
11115337,Inactive Investor,Kathleen Calcek,,PFS Investments Inc. Largo FL 1725 E Bay Dr,kathleen.calcek@primerica.com,,Salesforce
10887068,Inactive Investor,Kevin Maslowe,,Goldman Sachs & Co.,,,Salesforce
9571933,,Donald Koller,,,donald.koller@valic.com,,List import
11200330,Inactive Investor,Jeffrey Tomlinson,Chief Compliance Officer;Managing Member;Principal,Boulevard Investment Management LLC,,,Salesforce
10964916,Inactive Investor,Kayla Boron,Financial Advisor,"Blackridge Asset Management, LLC",,,Salesforce
11012870,Inactive Investor,Caleb Stoneburner,Paraplanner,Commonwealth Financial Network Dublin OH 5131 Post Rd,,,Salesforce
239190,,Markus Heinen,,[Unknown],markus@heinen-online.de,,Direct
11086616,Inactive Investor,Dana Felton,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Brookfield WI 175 N Patrick Blvd",dana.l.felton@ampf.com,,Salesforce
9638092,,Nita Patel,,,npatel@cambridgeassociates.com,,List import
10999853,Inactive Investor,Katelyn Whalen,Account Executive,NFP Retirement Inc. Charlotte NC 1901 Roxborough Rd,katelyn.whalen@nfp.com,,Salesforce
11042146,Inactive Investor,Eric Dolan,,"Osaic Wealth, Inc. New York NY 80 5th Ave",,,Salesforce
11074531,Inactive Investor,Edward Sweeney,Financial Advisor;Principal,LPL Financial LLC Reading PA 2 Meridian Blvd,ted.sweeney@lpl.com,,Salesforce
9628529,,ROSLYN Van Koeverden,,,vanss@live.com.au,,List import
10929062,Inactive Investor,Jack Dixon,Associate Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 10220 SW Greenburg Rd",jack.dixon@ampf.com,,Salesforce
11077022,Inactive Investor,Holly Thompson,,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",,,Salesforce
226871,, -,,[[Unknown]],adeniyi.ajayi@bowdynamic.net,,Initial Salesforce Import
11141857,Inactive Investor,Carol Lewis,Senior Financial Associate,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",carol.p.lewis@rbc.com,,Salesforce
10929607,Inactive Investor,Brent Hamann,,"Allstate Financial Services, LLC Chicago IL 5245 N Clark St",brenthamann2@allstate.com,,Salesforce
11255014,Inactive Investor,Marissa Waldron,Financial Advisor;Financial Planner,Carlson Financial Virginia Beach VA 4164 Virginia Beach Blvd,,,Salesforce
10907631,Inactive Investor,Gregory Winczewski,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,greg.winczewski.kaql@statefarm.com,,Salesforce
11089448,Inactive Investor,John Davitt,Financial Advisor,LPL Financial LLC Verona PA 718 Allegheny River Blvd,john.davitt@lpl.com,,Salesforce
11197645,Inactive Investor,Hillary Knotts,Chief Compliance Officer;Client Advisor,Blue Ocean Capital,hsmith@blueoceancpa.com,,Salesforce
10801682,Inactive Investor,Daniel Kirk,Financial Advisor,Edward Jones Roseville CA 970 Reserve Dr,daniel.kirk@edwardjones.com,,Salesforce
10955317,Inactive Investor,Stephen Glasgow,,"Concorde Investment Services, LLC Hopkinsville KY 1618 E 9th St",,,Salesforce
11106637,Inactive Investor,Lee Ravodowitz,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,,,Salesforce
245847,,Not Provided,Legislative Aide,Office of Representative Elissa B. Slotkin,bennett.abrams@mail.house.gov,,Manual List Upload
11231593,Inactive Investor,Justin Cryan,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,justincryan.team@fidelity.com,,Salesforce
10696195,,Nicholas Salas,,Maceratio,nicholas.salas@maceratio.com,,List Import
11178609,Inactive Investor,Bijal Modi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",bijal.modi@schwab.com,,Salesforce
10530998,,Lee Kirkman,,,jlktax@gmail.com,,Web Form Fillout
10938734,Inactive Investor,Erin Whitt,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",erin.whitt@wfafinet.com,,Salesforce
11049845,Inactive Investor,Jonathon Ransom,,"First Horizon Advisors, Inc. Chattanooga TN 2034 Hamilton Place Blvd",jsransom@ftbadvisors.com,,Salesforce
11095184,Inactive Investor,Elizabeth Albrecht,Administrative Manager;Senior Registered Associate;Treasury Management Specialist,"Wells Fargo Advisors Financial Network, LLC Fort Collins CO 375 E Horsetooth Rd",elizabeth.albrecht@wellsfargoadvisors.com,,Salesforce
10977952,Inactive Investor,Deborah Dickinson,Manager,"Charles Schwab & Co., Inc. Spanish Fort AL Private Residence",,,Salesforce
10902191,Inactive Investor,Theodore Bulik-Hocum,Premier Banker,"Steward Partners Investment Solutions, LLC Dallas TX 1920 McKinney Ave",,,Salesforce
11118494,Inactive Investor,George Barnes,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,,,Salesforce
1006291,Inactive Investor,Michael Anson,"Partner, Chief Administrative Officer & Chief Compliance Officer",BBR Partners,manson@bbrpartners.com, +1 212 812 7905,
10771378,Inactive Investor,Angelica Lara,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,,,Salesforce
10858582,Inactive Investor,Michael Ferrara,Vice President,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",michael.ferrara@stifel.com,,Salesforce
11099208,Inactive Investor,Ross Burnam,Chief Executive Officer;Managing Member;Regulatory Contact,"Omicron Advisors, LLC",ross@burnam-cpa.com,,Salesforce
10985948,Inactive Investor,Heather McNellis,,J.P. Morgan Securities LLC Shorewood IL 1421 Illinois Ct,heather.diaz@chase.com,,Salesforce
11166112,Inactive Investor,Connor Smith,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
187076,,William Ziegert,,[Unknown],bziegert@gmail.com,,source
10923704,Inactive Investor,Jesse Rauma,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Idaho Falls ID 560 S Woodruff Ave",jesse.rauma@ml.com,,Salesforce
227403,, -,,[[Unknown]],dptpy@protonmail.com,,
9567271,,Ben Z Kedem,,,bzkedem@kedemcapital.com,,List import
9605905,,Chloe Yu,,,jasmine080429@gmail.com,,List import
10975931,Inactive Investor,Paul Bowen-Yeh,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",paul.bowenyeh@schwab.com,,Salesforce
11047218,Inactive Investor,Mark Dipaola,Financial Advisor Associate,Janney Montgomery Scott LLC New Haven CT 321 Whitney Ave,mdipaola@janney.com,,Salesforce
11154119,Inactive Investor,Samuel Luker,,"First Command Brokerage Services, Inc. Dupont WA 1000 Station Dr",,,Salesforce
10870379,Inactive Investor,Karen Thomas,,LPL Financial LLC Reston VA 12110 Sunset Hills Rd,karen.thomas@lpl.com,,Salesforce
11098800,Inactive Investor,Zion Darden,,Fidelity Brokerage Services LLC,,,Salesforce
10998629,Inactive Investor,Stephen Cutillo,,Park Avenue Securities LLC Kahului HI 355 Hukilike St,,,Salesforce
11194344,Inactive Investor,Gary Baumwart,,State Farm VP Management Corp. El Reno OK 214 S Rock Island Ave,,,Salesforce
11088378,Inactive Investor,Jurgen Simons,Financial Advisor,Edward Jones Mineola TX 115 E Broad St,jurgen.simons@edwardjones.com,,Salesforce
10912431,Inactive Investor,Brian Muehlenbeck,,Cetera Advisor Networks LLC Boca Raton FL 7284 W Palmetto Park Rd,,,Salesforce
10964512,Inactive Investor,Megan Frye,,Edward Jones Harrisburg PA 2090 Linglestown Rd,megan.frye@edwardjones.com,,Salesforce
11015243,Inactive Investor,Damien Jackson,,"C2M Securities, LLC",,,Salesforce
9645289,,Rasti Nikolic,,,rnikolic@westfinancial.com,,List import
10865610,Inactive Investor,Andrew Chan,,Goldman Sachs & Co.,,,Salesforce
10878583,Inactive Investor,John Bailey,Financial Advisor,"Independent Advisor Alliance, LLC Temple TX 7480 Honeysuckle",,,Salesforce
9602349,,Lane Ewton,,,lane.ewton@personalcapital.com,,List import
11064463,Inactive Investor,James Houston,,LPL Financial LLC Apopka FL Private Residence,james.houston@lpl.com,,Salesforce
9628076,,Diego Suarez,,,dfscastillo6@gmail.com,,List import
11058048,Inactive Investor,Lucia Arriola,Financial Advisor;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,lucia.arriola@morganstanley.com,,Salesforce
10899402,Inactive Investor,Ian Chesnut,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",ian.chesnut@ml.com,,Salesforce
53002,,Kevin Stumo,Investment Product Manager,Thrivent Investment Management Inc.,kevin.stumo@thrivent.com,612-844-7208,
11208538,Inactive Investor,Jeanne Collins,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",jeanne.collins@schwab.com,,Salesforce
231084,, -,,[[Unknown]],trevor.braithwaite@gmail.com,,
11120603,Inactive Investor,Xavier Sanchez,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 739 W Madison St,xavier.sanchez@chase.com,,Salesforce
11182383,Inactive Investor,Henry Habgood,Vice President;Wealth Advisor,Washburn Capital Management Inc. Vero Beach FL 70 Royal Palm Pointe,,,Salesforce
11109236,Inactive Investor,Jolene Pioske-Breyer,Financial Advisor,"Ameriprise Financial Services, LLC Eden Prairie MN 7700 Equitable Dr",jolene.breyer@ampf.com,,Salesforce
11111724,Inactive Investor,Daniel Baird,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
188450,,Wj Felber,,[Unknown],felberjw@yahoo.com,,source
9610298,,Blake Larsen,,,blake.larsen@tcu.edu,,List import
11049810,Inactive Investor,Dorota Pawlowski,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,dorota.pawlowski@fidelity.com,,Salesforce
10847662,Inactive Investor,Heather Sevillano,Chief Financial Officer;Chief Operating Officer;Director;Regulatory Contact,"Greenwich Investment Management, Inc.",hs@greenwichinvestmentmgt.com,,Salesforce
10913406,Inactive Investor,Alychandra Mcfarlane,Managing Partner,WealthFolio Advisors LLC Sonoma CA 17215 Arnold Dr,amcfarlane@wealthfolioadvisors.com,,Salesforce
11019917,Inactive Investor,Tyler Endicott,,Citigroup Global Markets Inc.,tyler.endicott@citigroup.com,,Salesforce
11173936,Inactive Investor,Susan Thompson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sue.thompson@schwab.com,,Salesforce
9595414,,Lawrence Annello,,,lannello@dhascpa.com,,List import
11040847,Inactive Investor,John Peterson,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,jpeterson@primerica.com,,Salesforce
11020782,Inactive Investor,Michael Fabert,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10849025,Inactive Investor,Christopher Sabatino,Financial Advisor,LPL Financial LLC Chambersburg PA 35 Ragged Edge Rd,christopher.sabatino@lpl.com,,Salesforce
11103322,Inactive Investor,Philip Adra,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",phil.adra@nm.com,,Salesforce
10789126,Inactive Investor,Brooke Brady,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",brooke.brady@wellsfargoadvisors.com,,Salesforce
9578599,,William Lalor,,,bill.lalor@masseyquick.com,,List import
10476522,,Lintang Zufar,,,lintang.zufar34@gmail.com,,Web Form Fillout
10818989,Inactive Investor,Domenico Mastropierro,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Cape Girardeau MO 97 N Kingshighway St",dom.mastropierro@wellsfargoadvisors.com,,Salesforce
10853439,Inactive Investor,Todd Reed,,"Avantax Investment Services, Inc. Williamstown KY 486 Helton St",,,Salesforce
11159067,Inactive Investor,Carrie Denton,,J.P. Morgan Securities LLC Houston TX 600 Travis St,carrie.denton@jpmorgan.com,,Salesforce
10618678,,Michael Tantillo,,,michael_tantillo@glic.com,,List Import
10958440,Inactive Investor,Melody Murtle,Client Concierge,"Ameriprise Financial Services, LLC Humboldt IA 718 Sumner Ave",melody.a.murtle@ampf.com,,Salesforce
11022746,Inactive Investor,Sarah Tallent,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",stallent@stifel.com,,Salesforce
11046900,Inactive Investor,Emma Rose,Client Service Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,emma.mcclure@morganstanley.com,,Salesforce
10915987,Inactive Investor,Edward Kozak,Investment Advisor,LPL Financial LLC Richmond VA 9011 Arboretum Pkwy,edward.kozak@lpl.com,,Salesforce
10831515,Inactive Investor,Steven Wiener,Family Wealth Advisor;Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Melville NY 58 S Service Rd,steven.wiener@morganstanley.com,,Salesforce
11069065,Inactive Investor,Michelle Deluca,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,mdeluca@europac.net,,Salesforce
10957611,Inactive Investor,Patrick Whalen,Chief Compliance Officer;Owner;Principal,Whalen Financial Planning,,,Salesforce
10759182,Inactive Investor,David Kostin,,Goldman Sachs & Co.,david.kostin@gs.com,,Salesforce
11077513,Inactive Investor,David Hirth,Director - Field Supervision,Edward Jones Saint Charles MO Private Residence,david.hirth@edwardjones.com,,Salesforce
10613465,,Paul Baker,"Financial Advisor, Senior Vice President - Wealth Management",,paul.baker@ubs.com,,List Import
11025369,Inactive Investor,John Pace,,PFS Investments Inc. Amarillo TX 4519 S Western St,john.pace@primerica.com,,Salesforce
11071861,Inactive Investor,David Smirles,,"Raymond James Financial Services, Inc. Lewiston ME 30 Lisbon St",david.smirles@raymondjames.com,,Salesforce
163557,,A. Raj Kumar,,[Unknown],bluehawk682@gmail.com,,
10869646,Inactive Investor,Michelle Dees,,"Truist Investment Services, Inc. Fort Worth TX 5128 Apache Plume Rd",,,Salesforce
9617599,,Saeed talari,,,stalari@outlook.com,,List import
196099,,Alexandros Nikolian,,[Unknown],anikolian@gmail.com,,source
11161338,Inactive Investor,Benjamin Oxnard,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",ben.oxnard@wellsfargoadvisors.com,,Salesforce
11018584,Inactive Investor,Veronika Rigsbee,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",vrigsbee@firstcommand.com,,Salesforce
11065619,Inactive Investor,Erica Pu,,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",epu@financialguide.com,,Salesforce
11190256,Inactive Investor,Alexandria Kentner,,Edward Jones Lander WY 115 Valley View Dr,alexandria.kentner@edwardjones.com,,Salesforce
10871329,Inactive Investor,Jason Roy,,"Avantax Investment Services, Inc. Bangor ME 74 Gilman Rd",,,Salesforce
11065460,Inactive Investor,John Fazzini,,"Madison Avenue Securities, LLC",jfazzini@madisonreps.com,,Salesforce
10648300,,Louis Patierno,,,pj@peakplan.com,,List Import
10862845,Inactive Investor,Maria Deleon,,"Transamerica Financial Advisors, Inc Gaithersburg MD 702 Russell Ave",maria.deleon@transamerica.com,,Salesforce
10963148,Inactive Investor,Steven Hoffman,Chief Executive Officer;President,"Hoffman Capital Management, LLC",,,Salesforce
10940978,Inactive Investor,Michael Bialas,Financial Advisor,Thrivent Investment Management Inc. Stevens Point WI 3233B Business Park Dr,michael.bialas@thrivent.com,,Salesforce
9646655,,Christopher Day,,,christopher.d.allen@ampf.com,,List import
10880160,Inactive Investor,Alejandro Martin Ramos Vela,,Goldman Sachs & Co.,,,Salesforce
9631496,,Hankyeol Tschoe,,,riven912@gmail.com,,List import
11207019,Inactive Investor,Carlos Cortez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Shavano Park TX Private Residence",,,Salesforce
11232395,Inactive Investor,Olyvia Dean,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,odean@primerica.com,,Salesforce
9607778,,thomas youn,,,thomas.youn@gmail.com,,List import
9563527,,Larissa Herrera,,,larissa.herrera@ficohsa.com,,List import
9562068,,David Tews,,,david.tews@securitiesamerica.com,,List import
9634263,,Jonathan Wilkie,,,jw7701@att.net,,List import
10836343,Inactive Investor,Matthew Holmes,Financial Advisor Associate;Managing Director,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",matt.holmes@wellsfargoadvisors.com,,Salesforce
10792304,Inactive Investor,Robert Fay,,Mutual of America Securities LLC Pittsburgh PA 401 Liberty Ave,robert.fay@mutualofamerica.com,,Salesforce
10936593,Inactive Investor,Kelly Ruby,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10899988,Inactive Investor,Nancy Cooper,Wealth Advisor,"Topel & DiStasi Wealth Management, LLC",nancy@td-wm.com,,Salesforce
11176442,Inactive Investor,Timothy Grzesiak,,"Harbour Investments, Inc. Mosinee WI 306 Water St",,,Salesforce
10958366,Inactive Investor,Brisly Alonso-Ali,,J.P. Morgan Securities LLC Glenview IL 990 River Dr,brisly.a.alonso-ali@chase.com,,Salesforce
11189916,Inactive Investor,Joel Joachim,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",joel_joachim@ml.com,,Salesforce
10783643,Inactive Investor,Daniel Ward,,Evercore Group L.L.C.,,,Salesforce
10875223,Inactive Investor,Charles Stansfield,,"Farmers Financial Solutions, LLC Fort Collins CO 5125 S College Ave",dstansfield@farmersagent.com,,Salesforce
11148709,Inactive Investor,Scott Moenig,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",scott.moenig@ml.com,,Salesforce
11032032,Inactive Investor,Gary Peisert,,NYLIFE Securities LLC Bentonville AR Private Residence,gpeisert@ft.newyorklife.com,,Salesforce
10879561,Inactive Investor,Kirre Caiazza,,Key Investment Services LLC Warwick NY 5 Maple Ave,kirre.caiazza@key.com,,Salesforce
9634349,,vinod chandrasekhar,,,vinodchandrasekhar@hotmail.com,,List import
10962661,Inactive Investor,Seth Franklin,,LPL Financial LLC Madisonville KY 329 N Main St,seth.franklin@lpl.com,,Salesforce
11151522,Inactive Investor,Megan O'Brien,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",megan.obrien1@ml.com,,Salesforce
10824053,Inactive Investor,Robyn Goldstein,Regulatory Contact;Vice President,ACA/Prudent Investors Planning Corporation,,,Salesforce
11203904,Inactive Investor,Nicholas Cinseruli,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
11096425,Inactive Investor,Daniel German,,"Cadaret, Grant & Co., Inc. Milford CT 1 Merwin Ave",,,Salesforce
48694,,Phillip Thornberry,Financial Advisor,"Pruco Securities, LLC.",tim.thornberry@prudential.com,678-987-2606,
81210,,Daniel Selcow,"Managing Director, Wealth Manager","First Republic Investment Management, Inc.",dselcow@firstrepublic.com,212-459-9000,
11206691,Inactive Investor,Cameron Quinlivan,,"Raymond James & Associates, Inc. Huntsville AL 305 Church St SW",cameron.quinlivan@raymondjames.com,,Salesforce
9548762,,Jack Rosa,,,rosaj@emigrant.com,,List import
9584068,,Nikhil Garg,,,nikhil@springlanecapital.com,,List import
11169713,Inactive Investor,Jared Applegate,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10806964,Inactive Investor,Patrick Dolan,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",pdolan@financialguide.com,,Salesforce
10821905,Inactive Investor,Jon Brunt,,"Allstate Financial Services, LLC Utica MI 46520 Van Dyke Ave",jonbrunt@allstate.com,,Salesforce
9571893,,seiha kan,,,seihakan@yahoo.com,,List import
11218811,,Elizabeth Ragan,,,bdeubelragan@hpo.com,,Other
10811199,Inactive Investor,Francis Leahy,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,fleahyjr@ft.newyorklife.com,,Salesforce
6987339,,sina imjk,,,dacoli4248@wwgoc.com,,Web Form Fillout
10785876,Inactive Investor,Philip Andriola,Private Wealth Advisor,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",philip.p.andriola@ampf.com,,Salesforce
171390,,Stella Cannefax,,[Unknown],stella.cannefax@gmail.com,,
9576332,,Richard McKinney,,,rich.mckinney@transamerica.com,,List import
11183463,Inactive Investor,Grant Kierzek,Financial Advisor,"Wells Fargo Clearing Services, LLC Marquette MI 2840 Venture Dr",grant.m.kierzek@wellsfargo.com,,Salesforce
9611604,,Assaf Urban,,,assafurban@gmail.com,,List import
10940099,Inactive Investor,Frances Johnson,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,frances.johnson@primerica.com,,Salesforce
9586272,,James Gilley,,,jfgilley@uscallc.com,,List import
9574981,,Carl Attrill,,,carlattrill@icloud.com,,List import
10783838,Inactive Investor,Gregory Paul,,Morgan Stanley Wellesley Hills MA 112 Worcester St,gregory.paul@morganstanley.com,,Salesforce
118505,,Adam Clark,Advisor,"AdvicePeriod, LLC",adam.clark@adviceperiod.com,636-728-9602,
10776626,Inactive Investor,William Holmes,,"Hornor, Townsend & Kent, LLC Wayne PA 200 W Lancaster Ave",wholmes@htk.com,,Salesforce
10695887,,Bryce Johnson,,American Endowment Foundation,brycejohnson@aefonline.org,,List Import
11060411,Inactive Investor,Kevin Slocum,Financial Advisor,LPL Financial LLC Erie PA 3939 W Ridge Rd,kevin.slocum@lpl.com,,Salesforce
11063156,Inactive Investor,Kathleen Hartung,Chief Financial Officer;Regulatory Contact;Treasurer;Vice President,"Borer Denton & Associates, Inc.",khartung@b-d-a-inc.com,,Salesforce
10763287,Inactive Investor,William Belezos,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",william.belezos@wellsfargoadvisors.com,,Salesforce
10770148,Inactive Investor,George Hicks,,"Capital Investment Group, Inc. Raleigh NC 211 E 6 Forks Rd",,,Salesforce
10887363,Inactive Investor,Eric Tarver,Chief Compliance Officer;Financial Advisor,Wood Tarver Financial,eric.tarver@woodtarver.com,,Salesforce
10753612,Inactive Investor,Stephanie Reiner,Wealth Strategy Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,stephanie.reiner@ubs.com,,Salesforce
10763877,Inactive Investor,Bryan Gormley,Financial Advisor,LPL Financial LLC Federal Way WA 33801 1st Way S,bryan.gormley@lpl.com,,Salesforce
10851912,Inactive Investor,Jason Clowers,Financial Advisor,"Ameriprise Financial Services, LLC Huntsville AL 101 Lowe Ave SE",jason.clowers@ampf.com,,Salesforce
11208185,Inactive Investor,Ken Anderson,,"Raymond James Financial Services, Inc. Greensboro NC 5 Corporate Center Ct",trey.anderson@raymondjames.com,,Salesforce
10936112,Inactive Investor,Valerie Lynn,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,valerie.cassick@fmr.com,,Salesforce
10785369,Inactive Investor,Francis Frisch,Investment Advisor Representative;Senior Vice President,"Chapin, Davis Baltimore MD 1340 Smith Ave",ffrisch@chapindavis.com,,Salesforce
10988152,Inactive Investor,Lawrence Rocha,,"IFP Securities, LLC Torrance CA 2305B W 190th St",,,Salesforce
9546003,,F Vgf,,,sff@ffrg.com,,List import
10961007,Inactive Investor,Alexander Pahadi,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10825562,Inactive Investor,George Harrienger,,"Osaic Wealth, Inc. Clifton Park NY 636 Plank Rd",,,Salesforce
10472791,,Nick Leesan,,,techtalk555@gmail.com,,Web Form Fillout
10849586,Inactive Investor,Stephen Quiner,,Cetera Advisor Networks LLC Johnston IA 5460 Merle Hay Rd,,,Salesforce
9576183,,jitendra tiwari,,,abshawks@gmail.com,,List import
10977221,Inactive Investor,Pat Kumparatana,,PFS Investments Inc. Brooklyn NY 5502 Ave N,pat.kumparatana@primerica.com,,Salesforce
11025500,Inactive Investor,Stephanie Waterman,,"Farmers Financial Solutions, LLC Corpus Christi TX 5656 S Staples St",swaterman@farmersagent.com,,Salesforce
11122131,Inactive Investor,Michael Brown,Private Client Advisor;Vice President,J.P. Morgan Securities LLC La Quinta CA 78805 Hwy 111,michael.z.brown@jpmorgan.com,,Salesforce
10940720,Inactive Investor,Eric Sawyer,,"Cambridge Investment Research, Inc. Lubbock TX 1500 Broadway",,,Salesforce
10835148,Inactive Investor,Richard Dixon,Managing Director,"Wells Fargo Advisors Financial Network, LLC Marion OH 165 W Center St",richard.l.dixon@wellsfargoadvisors.com,,Salesforce
11010328,Inactive Investor,John Brunson,,"MML Investors Services, LLC Tyler TX 909 E Southeast Loop 323",,,Salesforce
10811171,Inactive Investor,Kimberly Johnson,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",kimberly.johnson@raymondjames.com,,Salesforce
11208148,Inactive Investor,Jennifer Specter,Chief Compliance Officer;Chief Operations Officer,Schultz Financial Group Incorporated,,,Salesforce
10978382,Inactive Investor,Mario Socrates,Advisor;Chief Compliance Officer;Co-Founder;Partner,Socrates,mario@socratesinvest.com,,Salesforce
165450,,Bernard Greeson,,[Unknown],greeson@aloha.net,,
9628536,,Robert Rosati,,,yechjobs@comcast.net,,List import
9571305,,Yifan Xu,,,yifan@kylinfund.com,,List import
11104345,Inactive Investor,Stephanie Maufroy,Chief Compliance Officer,"Royal Fund Management, LLC",stephanie@royalfundmanagement.com,,Salesforce
11065718,Inactive Investor,Rhonda Manning,Financial Advisor;First Vice President,Morgan Stanley Manchester NH 1155 Elm St,rhonda.manning@ms.com,,Salesforce
339817,,Trevor Robinson,Director,Maple-brown Abbott,trobinson@maple-brownabbott.com.au,612-822-66200,Manual List Upload
11239025,Inactive Investor,Katie Turner,,my529,kturner@my529.org,,Salesforce
11262181,Inactive Investor,Jaden N/A,,IRA Financial Trust Co,,8644356947,Salesforce
11008359,Inactive Investor,Vanessa Wong,,"J.K. Financial Services, Inc.",,,Salesforce
9621351,,Jeonghoo Lee,,,jeonghoo.lee@ehl.ch,,List import
51538,,Carlos Perez,,United States,carlosperzc@gmail.com,,
10619177,,Kelly Karecki,,,kelly.karecki@morganstanley.com,,List Import
10905545,Inactive Investor,Steven Gilbert,,Mutual Trust Company of America Securities Clearwater FL 1499 Gulf To Bay Blvd,,,Salesforce
11007788,Inactive Investor,Barrett Celecki,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",,,Salesforce
11192131,Inactive Investor,Matthew Armentrout,Financial Advisor,Edward Jones Highland IL 5 Apex Dr,matt.armentrout@edwardjones.com,,Salesforce
11146896,Inactive Investor,Robert Finke,,"Osaic Wealth, Inc. Clinton WA Private Residence",,,Salesforce
10773028,Inactive Investor,Kenneth Caniglia,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",kenneth_p_caniglia@ml.com,,Salesforce
9606145,,William Shaffer,,,shafferw13@gmail.com,,List import
10795191,Inactive Investor,Paul Roldan,Chief Compliance Officer;Chief Executive Officer;Co-Founder,"AllGen Financial Advisors, Inc.",roldan@allgenfinancial.com,,Salesforce
10826638,Inactive Investor,Thomas Harrington,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,harringtontv@ft.newyorklife.com,,Salesforce
10777690,Inactive Investor,Stephen Scott,Financial Advisor;Vice President - Wealth Management,Morgan Stanley San Antonio TX 7600 Broadway,,,Salesforce
9622117,,Bach Tran,,,tranthanhbach@gmail.com,,List import
9623902,,Will Haven,,,clunknjunk@hotmail.com,,List import
11158811,Inactive Investor,Tim Dippold,First Vice President;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,tim.dippold@morganstanley.com,,Salesforce
9553107,,Cole Brooks,,,cole_brooks@vanguard.com,,List import
6018705,,jing mak,,,jing147@gmail.com,,Web Form Fillout
10348864,,Irma Bray,,,liwelo@mailinator.com,,Web Form Fillout
10860135,Inactive Investor,Andrei Prada,Branch Manager,"Wells Fargo Clearing Services, LLC Houston TX 901 Gessner Rd",andrei.prada@wellsfargoadvisors.com,,Salesforce
11026373,Inactive Investor,Chayla Davis,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,cdavis@primerica.com,,Salesforce
10947632,Inactive Investor,Joseph Pondolph,,Fidelity Brokerage Services LLC,,,Salesforce
10770024,Inactive Investor,Philip Starewich,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,philip.j.starewich@jpmorgan.com,,Salesforce
204719,,ADEDEJI owonibi,,Chaka.ng,adedeji.owonibi@yahoo.com,(023) 365-4445,Paid Social
9632715,,Nami Park,,,npark.ext@gmail.com,,List import
336247,,Ryan Kelley,Partner,Shore Capital Partners,rkelley@shorecp.com,312-348-7572,Manual List Upload
9590763,,Insia Fatima,,,insinoor@gmail.com,,List import
11151083,Inactive Investor,Michael Davis,Investment Advisor Representative,Panoramic Investment Advisors Englewood CO 9000 E Nichols Ave,michael.davis@panoramicia.com,,Salesforce
9593002,,Morgan Chong,,,morgan.chong@wtas.com,,List import
370538,,LaRone Mack,,United States,laronemack13@gmail.com,,Salesforce
11047471,Inactive Investor,Angela Vosler,,LPL Financial LLC De Witt IA 914 6th Ave,angela.vosler@lpl.com,,Salesforce
10647040,,Alan Kubicki,,,alan.kubicki@nm.com,,List Import
10868697,Inactive Investor,Reginald Emordi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",reginald.emordi@ml.com,,Salesforce
9632496,,Charlie Kleeger,,,ckleeger@umich.edu,,List import
57831,,Thomas Kyle,Partner,Thrivent Investment Management Inc.,tom.kyle@thrivent.com,,
10788739,Inactive Investor,Darrin Plys,Financial Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",darrin.g.plys@ampf.com,,Salesforce
11021012,Inactive Investor,Asa Dewitz,,Cetera Investment Services LLC Longview TX 910 E Hawkins Pkwy,,,Salesforce
9585865,,Brian Haagen,,,b.haagen@fi.com,,List import
9627216,,Matthew Praetz,,,quantumm.a.i.legion@gmail.com,,List import
9561479,,Edson Murguia Velasco,,,edson.murguia@summacap.mx,,List import
9647031,,Frank Mancuso,,,frank_mancuso@ml.com,,List import
10836698,Inactive Investor,Raymond Ruyack,,"Osaic Wealth, Inc. Brewster NY Private Residence",,,Salesforce
11199886,Inactive Investor,Byron Snider,Chief Compliance Officer;Founding Partner;President;Trustee,"West Oak Capital, LLC",,,Salesforce
10803959,Inactive Investor,David Welland,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,david.welland@primerica.com,,Salesforce
11090946,Inactive Investor,Stephen Clark,,UBS Financial Services Inc. Johnson City TN 214 E Mountcastle Dr,steve.clark@ubs.com,,Salesforce
10855432,Inactive Investor,Virginia Charron,Chief Compliance Officer;Director;Secretary;Treasurer,"Wealth Advisors Network, Inc.",jeni.charron@wealthadvisorsnetwork.net,,Salesforce
11165187,Inactive Investor,Zhe Chen,,LPL Financial LLC Lafayette NJ Private Residence,clark.chen@lpl.com,,Salesforce
11095780,Inactive Investor,James Slagle,Senior Advisor,"Rather & Kittrell, Inc.",jslagle@rkcapital.com,,Salesforce
5359607,,gikolas lomasa,,,nipdyhngfjyajss@karenkey.com,,Web Form Fillout
10946701,Inactive Investor,Paul Dickens,Financial Advisor,"Pruco Securities, LLC. Houston TX 1233 West Loop S",paul.dickens@prudential.com,,Salesforce
10946498,Inactive Investor,Tawana Johnson,,J.P. Morgan Securities LLC New Rochelle NY 45 Quaker Ridge Rd,towana.s.johnson@chase.com,,Salesforce
11202079,Inactive Investor,Jennifer Dougherty,Chief Compliance Officer;Principal,BroadWealth LLC,jennifer@broadwealthllc.com,,Salesforce
11084551,Inactive Investor,Lee Gillock,Financial Advisor;Senior Vice President,Morgan Stanley Nashville TN 3102 West End Ave,lee.gillock@morganstanley.com,,Salesforce
342909,,Richard Lee,Senior Financial Advisor,Summit Wealth Management Llc,richard.lee@summitwm.net,330-523-1065,Manual List Upload
10764462,Inactive Investor,Dawn Colburn,,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",dawn.colburn@wellsfargoadvisors.com,,Salesforce
11163883,Inactive Investor,Anthony Carro,,"World Investments, Inc. Tega Cay SC Private Residence",,,Salesforce
11003909,Inactive Investor,Nana Chung,,J.P. Morgan Securities LLC Redlands CA 700 E Redlands Blvd,nana.h.chung@chase.com,,Salesforce
2903680,,Iliyas ali Shah,,,iliyasalishah868@gmail.com,,
159175,,jake skinner,,[Unknown],jakedskinner@gmail.com,,
9626342,,Victor Manuel Ortiz,,,victorortiz_5@yahoo.com,,List import
11167502,Inactive Investor,Sean Russell,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
10990166,Inactive Investor,Dominic Mestakides,,"Wells Fargo Clearing Services, LLC Irvine CA 4850 Barranca Pkwy",,,Salesforce
10807117,Inactive Investor,Jaime Monn,Senior Relationship Advisor Associate,William Blair New York NY 1166 Avenue of the Americas,jmonn@williamblair.com,,Salesforce
10988451,Inactive Investor,Benjamin Johnson,,NYLIFE Securities LLC Alpharetta GA 3655 Brookside Pkwy,bmjohnson01@ft.newyorklife.com,,Salesforce
11054304,Inactive Investor,Braken Fiore,Managing Director,"MML Investors Services, LLC Staten Island NY 2 Teleport Dr",bfiore@financialguide.com,,Salesforce
232936,, -,,[[Unknown]],chitwansharma9@gmail.com,,
4603046,,David Sessions,,,d.sessions3@gmail.com,,Web Form Fillout
10763624,Inactive Investor,George Young,Chief Compliance Officer;Member;Partner;Portfolio Manager,"St. Denis J. Villere & Co., LLC",georgey@villere.com,,Salesforce
10876383,Inactive Investor,Matthew Brennan,Client Service Associate,"Ameriprise Financial Services, LLC Garden City NY 1001 Franklin Ave",matthew.brennan@ampf.com,,Salesforce
11185416,Inactive Investor,Renato Boac,Financial Advisor,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",renato.boac@wellsfargoadvisors.com,,Salesforce
11029402,Inactive Investor,Brandon Cochran,,J.P. Morgan Securities LLC Louisville KY 7335 Dixie Hwy,brandon.cochran@jpmorgan.com,,Salesforce
10985114,Inactive Investor,Darianne Curry,Private Client Banker,J.P. Morgan Securities LLC New York NY 2219 Broadway,darianne.curry@jpmorgan.com,,Salesforce
11254447,Inactive Investor,Rebecca Lemunyon,,"MML Investors Services, LLC Hamilton NY 38 Broad St",,,Salesforce
10886658,Inactive Investor,Christopher Kenny,Financial Advisor,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",christopher.l.kenny@rbc.com,,Salesforce
10964685,Inactive Investor,Emma Hindinger,,Fidelity Brokerage Services LLC,,,Salesforce
10489093,,Luke Trahan,,LPL Financial LLC Plano TX 318 W Fm 544,luke.trahan@lpl.com,,List Import
10764861,Inactive Investor,Brandon Linster,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC San Diego CA 530 B St",brandon.linster@uboc.com,,Salesforce
11087231,Inactive Investor,Tiffany Alonzi,,LPL Financial LLC Englewood CO 8390 E Crescent Pkwy,tiffany.alonzi@lpl.com,,Salesforce
10774181,Inactive Investor,Jason Carpenter,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9549722,,Martha Grande,,,lgrande56@yahoo.com,,List import
10885028,Inactive Investor,Rebecca Galliford,,"Manning & Napier Investor Services, Inc.",rgalliford@manning-napier.com,,Salesforce
10836408,Inactive Investor,Letitia Ruelas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",letitia.m.ruelas@ml.com,,Salesforce
11076577,Inactive Investor,Beau Branley,Client Service Associate,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
11058347,Inactive Investor,Robert Lane,,Douglas C. Lane & Associates Boca Grande FL 341 Palm Ave,rlane@dclainc.com,,Salesforce
9615481,,Tom Golan,,,tomgolan87@gmail.com,,List import
11133521,Inactive Investor,Joseph Carrino,Investment Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,joseph.carrino@ubs.com,,Salesforce
10966713,Inactive Investor,Kerry Disalvo,,HSBC Securities (USA) Inc.,,,Salesforce
11000800,Inactive Investor,Brian Lusco,,LPL Financial LLC Travelers Rest SC 401 N Main St,brian.lusco@lpl.com,,Salesforce
10916650,Inactive Investor,Juliette Cooke,Personal Financial Advisor;Vice President,"Cooke Wealth Management, LLC",juliette@cookewm.com,,Salesforce
10797597,Inactive Investor,Ryan Catlin,Financial Advisor,Edward Jones Lawrence KS 4828 Quail Crest Pl,ryan.catlin@edwardjones.com,,Salesforce
11059072,Inactive Investor,Chun Lee,Registered Principal,LPL Financial LLC Edmonds WA 152 3rd Ave S,chun.lee@lpl.com,,Salesforce
10786264,Inactive Investor,Jonathan McLellan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jonathan.mclellan@fidelity.com,,Salesforce
11026086,Inactive Investor,Mark Terveen,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,mark.terveen@primerica.com,,Salesforce
11121191,Inactive Investor,George Casey,,"Moloney Securities Co., Inc.",gcasey@moseco.com,,Salesforce
9603660,,Tracey Laronga,,,tlaron02@yahoo.com,,List import
10614389,,Francis Horneff,"Financial Advisor, Vice President - Investments",,franh@heroldlantern.com,,List Import
10996604,Inactive Investor,Han Yao,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,han.yao@jpmorgan.com,,Salesforce
11027620,Inactive Investor,Michael Tangney,Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 111 Founders Plz",michael.x.tangney@ampf.com,,Salesforce
10849790,Inactive Investor,Marc Decicco,Financial Advisor,LPL Financial LLC Vienna WV 417 Grand Park Dr,marc.decicco@lpl.com,,Salesforce
10928846,Inactive Investor,Kevin Mullaney,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",,,Salesforce
11154750,Inactive Investor,Maxine Christensen,,"Osaic Wealth, Inc. Overland Park KS 10925 Antioch Rd",,,Salesforce
9569876,,Hawes Bostic,,,hawes.bostic@magnitudecapital.com,,List import
9546093,,John Greer,,,john.greer@timgt.com,,List import
371539,,Marvin Pipes,,[Unknown],pipesme@hotmail.com,,Salesforce
10799323,Inactive Investor,John Quigley,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",john.quigley@raymondjames.com,,Salesforce
11016530,Inactive Investor,Justin Little,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",justin.little@nm.com,,Salesforce
231364,, -,,[[Unknown]],caruso8273@hotmail.com,,
11210277,Inactive Investor,Morgan Bower,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,morgan_bower@vanguard.com,,Salesforce
9547306,,Zheng Qu,,,zheng.qu@transamerica.com,,List import
29200,,Joshua Coughran,"Founder, Chief Executive Officer, Chief Compliance Officer",Titan Retirement Advisors Llc,josh@titan-advisors.com,713-239-2866,Manual List Upload
11240097,Inactive Investor,Michael Schiff,Managing Director,Klingenstein Fields Advisors,michael.schiff@klingenstein.com,5619000347,Salesforce
9589431,,Nathaniel Naidu,,,01nathanielnaidu@gmail.com,,List import
9566548,,Kiho Lee,,,gihori0918@gmail.com,,List import
11015832,Inactive Investor,Leah Strickland,Branch Administrative Supervisor,Robert W. Baird & Co. Incorporated Greenville SC 300 N Main St,lstrickland@rwbaird.com,,Salesforce
11192379,Inactive Investor,James Buie,,"Wells Fargo Advisors Financial Network, LLC Greenville NC 605 Lynndale Ct",jrobert.buie@wellsfargoadvisors.com,,Salesforce
11023649,Inactive Investor,Thomas Sherer,,"Woodmen Financial Services, Inc.",tsherer@woodmen.org,,Salesforce
11260015,Inactive Investor,Ryan Patrie,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,,,Salesforce
11129818,Inactive Investor,Caleb Butler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,caleb_butler@vanguard.com,,Salesforce
10803531,Inactive Investor,Rayna Penelova,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",rpenelova@hightoweradvisors.com,,Salesforce
9603692,,Joshua Hall,,,jshuantb@gmail.com,,List import
11167164,Inactive Investor,Robert Leonard,,Cetera Advisor Networks LLC Richmond VA 800 E Canal St,,,Salesforce
224508,,Laura Cook,,[Unknown],lacook07@gmail.com,,Direct
10898414,Inactive Investor,Lara Ross,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,lara.ross.ugkx@statefarm.com,,Salesforce
10895011,Inactive Investor,Barbara DeBerry,,"Northwestern Mutual Investment Services, LLC Durham NC 5102 Durham Chapel Hill Blvd",barbara.deberry@nm.com,,Salesforce
90500,,Elvira Aldana,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",e.aldana@transamerica.com,630-705-1655,
9636767,,Gordon Orr,,,gorr@miopartners.com,,List import
11142843,Inactive Investor,Brian Surovik,Regional Director,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",brian.surovik@ampf.com,,Salesforce
11109394,Inactive Investor,Ileana Platt,,Jefferies LLC Miami FL 1450 Brickell Ave,iplatt@jefferies.com,,Salesforce
10876380,Inactive Investor,Sean Ray,Financial Advisor,LPL Financial LLC Athens TX 100 W Tyler St,sean.ray@lpl.com,,Salesforce
10789295,Inactive Investor,Daniel Bastedo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",dan_bastedo@ml.com,,Salesforce
10854860,Inactive Investor,Marc Kadomatsu,Director;Managing Partner;Member,Human Investing,marc@humaninvesting.com,,Salesforce
11077672,Inactive Investor,Devin Quigley,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
237192,,John -,,John [[Unknown]],j.murph07@gmail.com,,
11078629,Inactive Investor,Justin Riedy,,"Pruco Securities, LLC. Scottsdale AZ 16260 N 71st St",justin.riedy@prudential.com,,Salesforce
10814231,Inactive Investor,TJ Atkinson,Managing Director;Senior Financial Advisor;Senior Resident Director - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",tj_atkinson@ml.com,,Salesforce
10966769,Inactive Investor,Kevin Mcmanus,Financial Advisor,Edward Jones Saint Louis MO Private Residence,kevin.mcmanus@edwardjones.com,,Salesforce
11005499,Inactive Investor,Sherwin Henry,,PFS Investments Inc. Duluth GA 6470 E Johns Xing,sherwina.henry@primerica.com,,Salesforce
10914751,Inactive Investor,Shareeda Kayum,,"Wells Fargo Clearing Services, LLC Scarsdale NY 24 Chase Rd",,,Salesforce
10949968,Inactive Investor,Rebecca Carter,,"Raymond James Financial Services, Inc. Shelbyville TN 712 N Main St",rebecca.carter@raymondjames.com,,Salesforce
10772316,Inactive Investor,Matthew Wright,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",matthew.h.wright@ml.com,,Salesforce
10759677,Inactive Investor,Mark O'Donnell,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,mark.odonnell@morganstanley.com,,Salesforce
11030196,Inactive Investor,Ryan Anger,,LPL Financial LLC Aston PA 4500 Pennell Rd,ryan.anger@lpl.com,,Salesforce
10779095,Inactive Investor,John Carrasquillo,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10780471,Inactive Investor,Illona Vitali,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",illona_vitali@ml.com,,Salesforce
10965948,Inactive Investor,Mindy Do,,Cetera Financial Specialists LLC Garden Grove CA 12771 Bailey St,mindy.do@ceterafs.com,,Salesforce
10847402,Inactive Investor,David Kelly,,"Equity Services, Inc. Salt Lake City UT 3995 S 700 E",kelly_david@nlvmail.com,,Salesforce
229661,, -,,[[Unknown]],tsironis@comcast.net,,
11165960,Inactive Investor,Karl Gill,,"Osaic Wealth, Inc. Houston TX 1900 West Loop S",,,Salesforce
10758035,Inactive Investor,Anthony Bebbington,Financial Advisor;Managing Director - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2555 E Camelback Rd,anthony.bebbington@ubs.com,,Salesforce
9589764,,Maria Santurio,,,mariasanturiocorrales@gmail.com,,List import
10995143,Inactive Investor,Suneel Jaitly,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",suneel.jaitly@bankerslife.com,,Salesforce
9611826,,Alex Alba,,,aalba@meritfa.com,,List import
9602155,,Cosmo Gould,,,cosmo.gould@grpfinancial.com,,List import
10994136,Inactive Investor,Hannah Bridges,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,hannah.bridges@fmr.com,,Salesforce
11137698,Inactive Investor,Kim Smith,,"Stifel, Nicolaus & Company, Incorporated Altoona PA 180 Charlotte Dr",kim.m.smith@stifel.com,,Salesforce
11084526,Inactive Investor,James Olmstead,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jim.olmstead@ml.com,,Salesforce
9627542,,Camille Vitar Molliex Noffra,,,camillemolliex@gmail.com,,List import
10952603,Inactive Investor,Ryan Ledden,,"Silver Oak Securities, Incorporated Alpharetta GA 6110 Mcfarland Station Dr",,,Salesforce
11072349,Inactive Investor,Alexander Glaros,Financial Advisor,Edward Jones Lodi CA 115 S School St,aj.glaros@edwardjones.com,,Salesforce
11040571,Inactive Investor,John Cournoyer,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,amantia.g8227@primerica.com,,Salesforce
220846,,Rob Wilson,,[Unknown],00-leap.studied@icloud.com,,Direct
9636719,,Ryan Ficorilli,,,ryan.ficorilli@lpl.com,,List import
11134840,Inactive Investor,Steven Rodriguez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",steven.rodriguez@ml.com,,Salesforce
10999836,Inactive Investor,Jessica Mai,,NYLIFE Securities LLC Edison NJ 379 Thornall St,jrmai@ft.newyorklife.com,,Salesforce
10645257,,Darrell Butler,,,dmbutler@billowbutler.com,,List Import
11170551,Inactive Investor,Austin Blujus,Financial Planner,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",ablujus@financialguide.com,,Salesforce
10889384,Inactive Investor,James Obrien,Partner,Krilogy,,,Salesforce
10611559,,Steven Haas,Private Wealth Advisor,,steven.m.haas@ampf.com,,List Import
10975962,Inactive Investor,Sean Ross,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",sean.ross@schwab.com,,Salesforce
11199320,Inactive Investor,Brian Woodward,,J.P. Morgan Securities LLC Portland OR 1211 SW 5th Ave,brian.woodward@jpmorgan.com,,Salesforce
10795972,Inactive Investor,John Galego,,LPL Financial LLC Hopkinton MA 85 Main St,john.galego@lpl.com,,Salesforce
10758400,Inactive Investor,David McCann,,Goldman Sachs & Co.,david.mccann@gs.com,,Salesforce
10813701,Inactive Investor,Russell Robinson,Chief Compliance Officer;President,Robinson Investment Group Inc,rigrobin@robinsoninvestment.com,,Salesforce
10832524,Inactive Investor,Matthew Jones,Financial Advisor,Edward Jones Ventura CA 121 N Fir St,matthew.jones@edwardjones.com,,Salesforce
11141896,Inactive Investor,Stephen Vacher,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",stephen.vacher@ml.com,,Salesforce
10770662,Inactive Investor,Kevin McVey,Financial Advisor;Vice President,Morgan Stanley Melville NY 58 S Service Rd,kevin.mcvey@morganstanley.com,,Salesforce
10797704,Inactive Investor,David Little,,"CNR Securities, LLC",david.little@cnr.com,,Salesforce
350173,,Bernadette Burgoon,Service Associate,"Touchstone Capital, Inc.",bburgoon@touchstonecapital.com,724-933-8388,Manual List Upload
10835813,Inactive Investor,Jackie Riley,Senior Client Service Associate,Morgan Stanley Toledo OH 7311 Crossleigh Ct,jackie.w.riley@morganstanley.com,,Salesforce
11092342,Inactive Investor,Donald Schmitt,Financial Advisor,"Hornor, Townsend & Kent, LLC Baton Rouge LA 11606 Southfork Ave",dschmitt@htk.com,,Salesforce
11235550,Inactive Investor,Richard Jakiel,Alternative Investment Analyst;Associate Trader,"Everstar Asset Management, LLC Cornelius NC Private Residence",,,Salesforce
9640867,,Maite Lacasa,,,mlacasa@mdffp.com,,List import
11008183,Inactive Investor,Marcus Toney,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,mtoney@primerica.com,,Salesforce
10795915,Inactive Investor,David Staley,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",david_staley@ml.com,,Salesforce
338439,,Drew Kramer,,[Unknown],drew.kramer@northwest.com,,Event
10938810,Inactive Investor,Michael Goff,,"Osaic Wealth, Inc. Minneapolis MN 4011 W Broadway Ave",,,Salesforce
10853522,Inactive Investor,Robb Parlanti,Financial Advisor;Principal,BLBB Advisors,rparlanti@blbb.com,,Salesforce
10886281,Inactive Investor,Andrew Baker,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",andrew.baker@raymondjames.com,,Salesforce
116202,,Dusty Roche,Financial Advisor,Lincoln Financial Advisors Corporation,dusty.roche@lfg.com,435-257-6556,
11036109,Inactive Investor,Jared Hunt,,"Sendero Securities, LLC",jhunt@sendero.com,,Salesforce
10827037,Inactive Investor,Jonathan Norris,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairhope AL 50 N Section St",jed.norris@wellsfargo.com,,Salesforce
11023589,Inactive Investor,Abigail Delos Santos,,J.P. Morgan Securities LLC Washington DC 501 H St NE,abigail.delos-santos@jpmorgan.com,,Salesforce
9577880,,Brett Kindurys,,,brettkindurys@gmail.com,,List import
10761425,Inactive Investor,Kevin Sherrets,Associate Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 5500 Corporate Dr",kevin.l.sherrets@ampf.com,,Salesforce
9576656,,Philip Kurschner,,,phil.kurschner@gmail.com,,List import
11166454,Inactive Investor,Jessica Kappes,,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",,,Salesforce
10988996,Inactive Investor,Binh Pham,,NYLIFE Securities LLC Pearland TX Private Residence,bpham@ft.newyorklife.com,,Salesforce
10644789,,Martha Payne,,,mpayne@mesirowfinancial.com,,List Import
248373,,Tiffany Pinedo,student,University,tiffany.pinedo@unmsm.edu,,Manual List Upload
10799235,Inactive Investor,David Deruelle,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC El Dorado Hills CA 4944 Windplay Dr",david.deruelle@rbc.com,,Salesforce
10838022,Inactive Investor,James Goforth,Financial Advisor,"Ameriprise Financial Services, LLC Milledgeville GA 530 W Thomas St",james.x.goforth@ampf.com,,Salesforce
8096807,,Julie Satz,,,satzjulie735@gmail.com,,Web Form Fillout
9624066,,Dan Andersen,,,vp@projv.com,,List import
11097230,Inactive Investor,Chaiti Chatterjee,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Milpitas CA 12 Ranch Dr",chaiti.chatterjee@schwab.com,,Salesforce
9584185,,RENE PRATO,,,rmpfooa@gmail.com,,List import
9557441,,Kim Chenevey,,,kchenevey@williamblair.com,,List import
9635404,,Patrick Flynn,,,pflynn@carlmarks.com,,List import
9587483,,Charles Radlauer,,,cradlauer@soundincomestrategies.com,,List import
10842981,Inactive Investor,Michael Ollmann,Investment Management Consultant;Senior Vice President,"Raymond James & Associates, Inc. Waukesha WI 20800 Swenson Dr",michael.ollmann@raymondjames.com,,Salesforce
10779835,Inactive Investor,William Wells,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Asheville NC 1655 Hendersonville Rd",william.wells@schwab.com,,Salesforce
10765092,Inactive Investor,Joanne Watanabe,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",joanne.r.watanabe@ampf.com,,Salesforce
11006873,Inactive Investor,Michael Rossetti,Paraplanner,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",michael.g.rossetti@ampf.com,,Salesforce
9625405,,michael Sandorffy,,,michaels@msandorffy.com,,List import
85179,,Gregory Krog,Financial Consultant,Thrivent Investment Management Inc.,greg.krog@thrivent.com,218-749-0742,
9625062,,Scott Jacobs,,,scott@mindful.money,,List import
10967064,Inactive Investor,Karrie Benefield,,"Wells Fargo Clearing Services, LLC Sandpoint ID 320 N Fourth Ave",,,Salesforce
10656079,,Anderson McGregor,,,amcgregor@nationalsecurities.com,,List import
10909865,Inactive Investor,Mitchell Coopersmith,Financial Advisor,Park Avenue Securities LLC New York NY 355 Lexington Ave,mitchell_coopersmith@glic.com,,Salesforce
10647776,,John Le,,,jle@cambiar.com,,List Import
173977,,Derrick PROMISLOW,,[Unknown],derrickp@yahoo.com,,Organic Search
5565075,,Ahmad Ahmad,,,ahmad.badwan.88@gmail.com,,Web Form Fillout
11175991,Inactive Investor,Lata Malla,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",lata.malla@ml.com,,Salesforce
10945133,Inactive Investor,Matthew Robinson,,"Wells Fargo Clearing Services, LLC New York NY 169 7th Ave",,,Salesforce
9613533,,Dadsdd Dffsfdfsd,,,mcomponente@gmail.com,,List import
11115512,Inactive Investor,Connor Pittman,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",connor.pittman@ml.com,,Salesforce
10830558,Inactive Investor,Erica Melissa,,"Westminster Financial Securities, Inc. Sun City AZ 10433 W Coggins Dr",emelissa@westminsterfinancial.com,,Salesforce
11026473,Inactive Investor,Zachary Carter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10752461,Inactive Investor,Gabriel Defeo,Financial Advisor,"Citizens Securities, Inc. Lincoln RI 622 George Washington Hwy",gabriel.n.defeo@citizenssecurities.com,,Salesforce
1004605,Inactive Investor,Brian Townes,,Brian Townes,brian.townes@gmail.com,,
11117650,Inactive Investor,Sanjay Pathak,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 2100 West Loop S",sanjay.k.pathak@ampf.com,,Salesforce
349541,,Stephen Bauer,"Vice President, Wealth Advisor",Mercer Global Advisors Inc.,sbauer@merceradvisors.com,(303) 438-6980,
11084568,Inactive Investor,Peter Knowlton,,Morgan Stanley Boston MA 28 State St,peter.knowlton@morganstanley.com,,Salesforce
11110773,Inactive Investor,Keith Fountain,,"Wells Fargo Clearing Services, LLC Anniston AL 101 E 11th St",keith.fountain@wfa.com,,Salesforce
10806781,Inactive Investor,Loren Wright,Financial Advisor,Edward Jones Alamosa CO 402 Edison Ave,loren.wright@edwardjones.com,,Salesforce
11147989,Inactive Investor,Mark Wiggins,,NYLIFE Securities LLC Plano TX 6860 Dallas Pkwy,mdwiggins@ft.newyorklife.com,,Salesforce
11039090,Inactive Investor,Anne Spinks,,"Cambridge Investment Research, Inc. Denton TX 3000 Wind River Ln",,,Salesforce
11123130,Inactive Investor,Carlana Brown,Market Leader;Senior Vice President,"U.S. Bancorp Investments, Inc. Columbia TN 901 W James Campbell Blvd",,,Salesforce
9621465,,asta brata,,,astabrata1111@gmail.com,,List import
11002441,Inactive Investor,Jazsmaine Dixon,,"Wells Fargo Clearing Services, LLC Austell GA 4046 Austell Rd",,,Salesforce
10891525,Inactive Investor,Josh Werle,Financial Advisor,Edward Jones Fincastle VA 5 W Back St,josh.werle@edwardjones.com,,Salesforce
11012830,Inactive Investor,Rene Bohorquez,,J.P. Morgan Securities LLC Bradenton FL 5312 Cortez Rd W,rene.bohorquez@jpmorgan.com,,Salesforce
9575264,,Brian Cote,,,brian@gpwealthadvisors.com,,List import
11163350,Inactive Investor,Tamara Trocha,,"First Command Brokerage Services, Inc. Frederick MD 14 W Patrick St",tjdemarcy@firstcommand.com,,Salesforce
11156349,Inactive Investor,Alan Gladstone,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,alan.gladstone@morganstanley.com,,Salesforce
11000392,Inactive Investor,Michelle Miller,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",michelle.miller@tfaconnect.com,,Salesforce
10934870,Inactive Investor,Leandro Ruschel,Chief Executive Officer,"L&S Investment Advisors, LLC",,,Salesforce
11255484,Inactive Investor,Christopher Hewitt,Financial Advisor,Barnes Wealth Management Group Dresher PA 1888 Nicole Dr,,,Salesforce
10510822,,Teresa Holliday,Marketing Coordinator,"Dow Jones, Barron's Wealth and Asset Management Group",teresa.holliday@barrons.com,,List Import
351355,,Connie Coffey,Executive Assistant,Patriot Investment Management Group Inc,ccoffey@patriotinvestment.com,865-777-2479,Manual List Upload
11092870,Inactive Investor,Thomas Archer,,"The Leaders Group, Inc.",,,Salesforce
10883179,Inactive Investor,David Rairden,Senior Vice President - Wealth Management Services,Destination Wealth Management,david@destinationwm.com,,Salesforce
11004484,Inactive Investor,Kendal Maler,,State Farm VP Management Corp. Fairbanks AK 3875 Geist Rd,,,Salesforce
9610572,,brittany spears,,,boxibel832@grokleft.com,,List import
10992645,Inactive Investor,Jason Goff,,State Farm VP Management Corp.,jason.goff.kr2k@statefarm.com,,Salesforce
10648023,,Steven Cruice,,,steve@simplysteward.com,,List Import
10487914,,John Stevenson,,"HighTower Advisors, LLC",cydandboys@aol.com,,List Import
10944721,Inactive Investor,Peter Smith,Financial Advisor,Edward Jones Urbandale IA 4646 86th St,vinni.smith@edwardjones.com,,Salesforce
9603977,,ANTONIO HALLAK,,,antonio@weybridge.capital,,List import
10816662,Inactive Investor,William Grayson,Financial Advisor;Managing Director,"RBC Capital Markets, LLC San Francisco CA 345 California St",bill.grayson@rbc.com,,Salesforce
24494,,Bob Bishop,"Founder, Managing Principal, CEO & CIO",Impala Asset Management,bbishop@impalafunds.com,,
10793208,Inactive Investor,Lykia Yang,Branch Manager;Operations Manager,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",lyang@wfafinet.com,,Salesforce
11218371,,Savannah Steinhauer,,,savannah.p.steele@jpmorgan.com,,List Import
374121,,Karthick -,,United States,kuzmarinvestments@gmail.com,,Initial Salesforce Import
11087132,Inactive Investor,Christopher Mathieu,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,christopher.j.mathieu@jpmorgan.com,,Salesforce
10998046,Inactive Investor,Henry Fishman,Advisor Associate,Neuberger Berman BD LLC,,,Salesforce
11200478,Inactive Investor,David Darby,Managing Director,Farther North Palm Beach FL 2000 PGA Blvd,,,Salesforce
11188126,Inactive Investor,Paolo Bagnato,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley,paul.bagnato@morganstanley.com,,Salesforce
10805014,Inactive Investor,Daniel Kempker,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,dkempker@rwbaird.com,,Salesforce
183631,,Maciej Sakowicz,,[Unknown],maciej.sako92@gmail.com,,Organic Search
10837428,Inactive Investor,Paul Tomchaney,Investment Advisor;President,"Tomchaney Investment Services, Inc.",,,Salesforce
10813520,Inactive Investor,Marc Schrade,Financial Advisor,PNC Investments Cleveland OH 30100 Chagrin Blvd,marc.schrade@pnc.com,,Salesforce
11027448,Inactive Investor,Christopher Panagiotu,,LPL Financial LLC Tacoma WA 3929 Bridgeport Way W,christopher.panagiotu@lpl.com,,Salesforce
10924454,Inactive Investor,Felicity Clavette,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9593162,,Kent Newhart,,,kent@atafinancial.com,,List import
9554816,,Stephen Smith,,,stephen.m.smith@suntrust.com,,List import
9637475,,Sabina S,,,sabinasarfraz@hotmail.com,,List import
9631164,,Miguel Cruz,,,mcruz04250@gmail.com,,List import
10933813,Inactive Investor,Roderick Williams,Chief Compliance Officer;Vice President,"HMV Wealth Advisors, LLC",rwilliams@hmvwealth.com,,Salesforce
10645844,,Aimee Drancik,,,adrancik@interactivebrokers.com,,List Import
11055057,Inactive Investor,Brian Sumner,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,briansumner@statefarm.com,,Salesforce
10874270,Inactive Investor,Ethan Brackett,Financial Planning Consultant,"Voya Financial Advisors, Inc.",ethan.brackett@voya.com,,Salesforce
9617443,,Zaid Abdul-Aleem,,,zaid.abdulaleem@moelis.com,,List import
11179676,Inactive Investor,Aaron Robinson,,J.P. Morgan Securities LLC Philadelphia PA 1717 N 12th St,,,Salesforce
10875070,Inactive Investor,Jack Michaletz,,"DAI Securities, LLC Mankato MN 150 Saint Andrews Ct",jackm@disciplineadvisors.com,,Salesforce
10766341,Inactive Investor,Christopher Spoltman,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Fort Wayne IN 7912 Carnegie Blvd,christopher.spoltman@lpl.com,,Salesforce
10997233,Inactive Investor,Randall Robinson,,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",rrobinson@nationallife.com,,Salesforce
9603568,,Jerrile Gordon,,,jerrilegordon@gmail.com,,List import
11109661,Inactive Investor,Cheryl Dunn,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",cheryl.dunn@prudential.com,,Salesforce
10918028,Inactive Investor,Colton Campbell,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",colton.campbell@ampf.com,,Salesforce
11100028,Inactive Investor,Elizabeth Scott,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,elizabeth.scott@thrivent.com,,Salesforce
9609399,,dfsd sdfsd,,,sdfsd@gsdfs.com,,List import
10831890,Inactive Investor,Terill Fraser,,PFS Investments Inc. Puyallup WA 929 E Main,terill.fraser@primerica.com,,Salesforce
11196180,Inactive Investor,Richard Holmes,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Stockton CA 149 W Yokuts Ave",rick.holmes@tfaconnect.com,,Salesforce
9560600,,Quý Ngân Li?u,,,lieuquyngan@yahoo.com,,List import
10974343,Inactive Investor,Regina Frias,,"Vanderbilt Securities, LLC Seal Beach CA Private Residence",,,Salesforce
9568000,,SINAN SAHIN,,,sinridh@gmail.com,,List import
10784908,Inactive Investor,Kathy Rosado,Assistant Vice President,"VALIC Financial Advisors, Inc.",kathy.keith@valic.com,,Salesforce
11111319,Inactive Investor,William Kisow,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,william.kisow@fidelity.com,,Salesforce
10922561,Inactive Investor,Carl Raggio,Financial Advisor,Edward Jones King City CA 422 Broadway St,,,Salesforce
10612572,,Jorge Ciprian,"Financial Advisor, Vice President",,jorge.ciprian@ampf.com,,List Import
10802017,Inactive Investor,Matthew Crammer,,"Avantax Investment Services, Inc. Downey CA 8020 2nd St",,,Salesforce
10972968,Inactive Investor,Kingman Penniman,Founder;Principal,The Alchemist Fund,,,Salesforce
10939771,Inactive Investor,Flynne Pinon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11055444,Inactive Investor,Tricia Schowalter,Vice President - Compliance,"Wells Fargo Clearing Services, LLC",tricia.schowalter@wellsfargoadvisors.com,,Salesforce
10871604,Inactive Investor,Dustin Kazmar,Financial Advisor,Edward Jones Bountiful UT 160 N Main St,dustin.kazmar@edwardjones.com,,Salesforce
9576280,,Charles White,,,charles.white@huntington.com,,List import
10917769,Inactive Investor,Matias Rodlauer,Sales Associate,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",matias.rodlauer@raymondjames.com,,Salesforce
11110677,Inactive Investor,Robert McIsaac,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",r.mcisaac@amtruinvest.com,,Salesforce
10820364,Inactive Investor,Daniel Diaz Torroba,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,daniel.diaztorroba@ubs.com,,Salesforce
116218,,Matthew Shull,Financial Advisor,"Capital Investment Management, Inc",matthew@cimadvisors.com,816-479-4100,
10801637,Inactive Investor,Brad Spencer,Financial Advisor;First Vice President,Robert W. Baird & Co. Incorporated Hopkins MN 601 Carlson Pkwy,brad.spencer@rbc.com,,Salesforce
234332,, -,,[[Unknown]],state456@outlook.com,,Organic Search
10656258,,Debra Levy,,,dlevy@mesirowfinancial.com,,List Import
11121592,Inactive Investor,Khaled Al Masri,,Citigroup Global Markets Inc.,,,Salesforce
9561654,,Elizabeth Madden,,,emadden@ayco.com,,List import
10793108,Inactive Investor,John Ritter,Financial Advisor,Edward Jones Boone NC 148 Hwy 105 Ext,john.ritter@edwardjones.com,,Salesforce
221211,,Charles Ieni,,Retired,charlisfo@gmail.com,6502074384,
10779242,Inactive Investor,Michael Costa,,UBS Financial Services Inc.,michael.costa@ubs.com,,Salesforce
11024578,Inactive Investor,Leanene Garr,,PFS Investments Inc. Houston TX 8313 Southwest Fwy,lgarr@primerica.com,,Salesforce
11029501,Inactive Investor,Leonard Krenek,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",leonard.a.krenek@ampf.com,,Salesforce
11164331,Inactive Investor,Jason Christmas,Portfolio Strategy Assistant,LPL Financial LLC Florence SC 1807 W Evans St,jason.christmas@lpl.com,,Salesforce
9592459,,Faysal Mohammed,,,m_faysal@live.co.uk,,List import
10922714,Inactive Investor,Daniel Cristiano,Investment Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,daniel.cristiano@jpmorgan.com,,Salesforce
10794898,Inactive Investor,Joanna Puder,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
9627718,,Julian Triscott,,,julian.triscott@bofa.com,,List import
10994380,Inactive Investor,June Kiely,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",june.kiely@nm.com,,Salesforce
10951220,Inactive Investor,Gentry Anderson,Financial Advisor,"Pruco Securities, LLC. Houston TX 1233 West Loop S",gentry.anderson@prudential.com,,Salesforce
10969859,Inactive Investor,Henry Gonzalez Reyes,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10659174,,Cynthia Czajka,,,cynthia.czajka@mfin.com,,List Import
9602462,,estevan acosta,,,estevanacosta21@gmail.com,,List import
11080436,Inactive Investor,Andrew Neuwirth,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10645517,,Stephen Flaherty,,,stephen.flaherty@nb.com,,List Import
10961589,Inactive Investor,Hunter Latimer,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,hunter_latimer@vanguard.com,,Salesforce
9632562,,Veronika Velch,,,vvv@juleannaglover.com,,List import
10812134,Inactive Investor,Paul Ritchie,,Cetera Advisor Networks LLC Chambersburg PA 1355 Orchard Dr,ritchiep@ceteranetworks.com,,Salesforce
9551106,,Courtney Shen,,,datingshellybox@gmail.com,,List import
11208835,Inactive Investor,Troy Oehler,,Thrivent Investment Management Inc. Columbus OH 250 W Old Wilson Bridge Rd,troy.oehler@thrivent.com,,Salesforce
10899786,Inactive Investor,James Claywell,,"Raymond James Financial Services, Inc. Godfrey IL 5213 Mae Dr",james.claywell@raymondjames.com,,Salesforce
11161054,Inactive Investor,Robert Kershner,,"MML Investors Services, LLC Saint Augustine FL 315 W Town Pl",,,Salesforce
10895767,Inactive Investor,Kathleen Hartman,Chief Compliance Officer;Principal,Greenleaf Financial Group,khartman@greenleaf-fg.com,,Salesforce
9598763,,Marissa Costales,,,marissa@silvercreekcapital.com,,List import
10972247,Inactive Investor,Cody Hester,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",,,Salesforce
55479,,Erin Baehr,Owner,Purposeful Money,ebaehr@baehrfinancial.com,570-223-1550,Manual List Upload
10619723,,Ishaq Mohiuddin,,,ishaq@shariaportfolio.com,,List Import
11167038,Inactive Investor,Nathan Stouffer,Premier Banker,"Wells Fargo Clearing Services, LLC Greenville SC 3600 Pelham Rd",,,Salesforce
10796764,Inactive Investor,Michael Lamontagne,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",michael_lamontagne@ml.com,,Salesforce
10613566,,Joel Post,"Financial Advisor, Senior Vice President",,joel.s.post@ubs.com,,List Import
9581328,,Nguyen Cong Hai Duong,,,thantaithantai@icloud.com,,List import
10910489,Inactive Investor,Leo Urso,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,leo.urso@jpmorgan.com,,Salesforce
10647242,,Justin King,,,justin.r.king@jpmorgan.com,,List Import
10784872,Inactive Investor,Anthony Adamo,Financial Advisor,Citigroup Global Markets Inc. Mamaroneck NY 711 E Boston Post Rd,anthony.adamo@citigroup.com,,Salesforce
9648031,,Andrew Watson,,,awatty69@outlook.com,,List import
11032408,Inactive Investor,Thomas Berg,Financial Advisor,LPL Financial LLC Eden Prairie MN 11095 Viking Dr,thomas.berg@lpl.com,,Salesforce
10787975,Inactive Investor,Daniel Edwards,Financial Professional;Manager,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",dan2.edwards@prudential.com,,Salesforce
10768206,Inactive Investor,Daniel Fox,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Paradise Valley AZ 6710 N Scottsdale Rd",daniel.r.fox@rbc.com,,Salesforce
9627259,,Nimol PHE,,,phenimol@yahoo.com,,List import
9543824,,Bogdan Shemotiuk,,,lionblack1079@gmail.com,,List import
10986819,Inactive Investor,Alexander Wymore,,"Avantax Investment Services, Inc. Bonita CA 5012 Central Ave",,,Salesforce
9580790,,Victor Iannelli,,,viannelli@massmutual.com,,List import
10934475,Inactive Investor,Darrien Slaughter,Financial Services Representative,"MML Investors Services, LLC Riverside RI 501 Wampanoag Trl",,,Salesforce
11085926,Inactive Investor,Fredrick Venturoni,,Cetera Advisor Networks LLC Maitland FL Private Residence,,,Salesforce
9583177,,Ruth Friedman,,,ruth.friedman@miacanalytics.com,,List import
10922992,Inactive Investor,Feliks Zlochistyy,Financial Analyst;Portfolio Manager;Research Analyst,"First Wilshire Securities Management, Inc.",feliks@firstwilshire.com,,Salesforce
11089961,Inactive Investor,Richard Cooke,Chief Compliance Officer;Financial Advisor;Financial Planner,2Point0 Financial,,,Salesforce
10791232,Inactive Investor,Susan Galley,,Fidelity Brokerage Services LLC,,,Salesforce
10966919,Inactive Investor,John Mabini,Managing Director - Wealth Management,"One Capital Management, LLC",jmabini@onecapital.com,,Salesforce
10957387,Inactive Investor,Susan Christ,Financial Planner,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",,,Salesforce
11208386,Inactive Investor,Marcus Magers,,"Probity Advisors, Inc.",wmagers@probityadvisors.com,,Salesforce
10765445,Inactive Investor,Christopher Posch,Financial Advisor,Edward Jones Dilworth MN 1675 Center Ave W,chris.posch@edwardjones.com,,Salesforce
9647896,,Allan Telenko,,,allan_telenko@ssga.com,,List import
10766731,Inactive Investor,Michael Scotto,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley New York NY 399 Park Ave,michael.c.scotto@morganstanley.com,,Salesforce
10760491,Inactive Investor,Philip Kalafatis,,"Bessemer Investor Services, Inc.",kalafatis@bessemer.com,,Salesforce
11100921,Inactive Investor,Elizabeth Forsythe,Assistant Vice President;Wealth Management Associate,Morgan Stanley Providence RI 1 Financial Plz,liz.forsythe@morganstanley.com,,Salesforce
11006014,Inactive Investor,Renee Cohen,,BlackLines Financial,,,Salesforce
10891423,Inactive Investor,Douglas Solinsky,,"Kingswood Capital Partners, LLC Miami FL 1111 Brickell Ave",,,Salesforce
11126074,Inactive Investor,Cynthia Gettel,Financial Advisor,"Osaic Wealth, Inc. Parkville MO Private Residence",,,Salesforce
9637603,,Doretha Spells,,,doretha.spells@hamptonu.edu,,List import
10924304,Inactive Investor,Terry Nelson,Investment Advisor Representative,"Geneos Wealth Management, Inc. Rochester MN 3428 Lakeridge Pl NW",,,Salesforce
228347,, -,,[[Unknown]],airhildy@hotmail.com,,
10995163,Inactive Investor,Fernando Ayala Maura,Private Client Banker,Key Investment Services LLC Orem UT 185 S State St,fernando.ayala-maura@key.com,,Salesforce
11112714,Inactive Investor,Frank Marsh,,Cetera Advisor Networks LLC Washington PA 111 Washington St,marshf@ceteranetworks.com,,Salesforce
10964791,Inactive Investor,David Voorhees,,LPL Financial LLC Bethesda MD Private Residence,,,Salesforce
10980061,Inactive Investor,Sasha Williams,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sasha_williams@vanguard.com,,Salesforce
11234759,Inactive Investor,Teresa Armel,Wealth Advisor,Next Capital Management LLC Mesa AZ Private Residence,tarmel@nextcapitalmgmt.com,,Salesforce
11203060,Inactive Investor,Thomas Broderick,,"Signature Financial Services, Ltd Evergreen Park IL 10058 S Utica Ave",thomas@signatureadvisors.com,,Salesforce
11218349,,Daniel Halchak,,,daniel.halchak@jpmorgan.com,,List Import
11041804,Inactive Investor,Jessica Ruiz,,J.P. Morgan Securities LLC Berkeley CA 2150 Shattuck Ave,jessica.i.ruiz@chase.com,,Salesforce
11183797,Inactive Investor,Patricia Uhart,,"Osaic Wealth, Inc. Santee CA 9745 Prospect Ave",,,Salesforce
11209521,Inactive Investor,Lloyd Faulkner,,"Girard Investment Services, LLC",faulknerr@meetgirard.com,,Salesforce
10889809,Inactive Investor,Jordan Gillming,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,jordangillming.team@fidelity.com,,Salesforce
11161787,Inactive Investor,Michael Zucker,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,michael.zucker@morganstanley.com,,Salesforce
10510912,,Todd Sohn,ETF Strategist,Strategas Securities,tsohn@strategasrp.com,,List Import
10936634,Inactive Investor,Daniella Jordan,,Morgan Stanley Philadelphia PA 1650 Market St,,,Salesforce
10781826,Inactive Investor,Robert Bacon,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11228639,Inactive Investor,Benjamin Welling,Private Client Banker,J.P. Morgan Securities LLC Boston MA 81 Milk St,,,Salesforce
10948300,Inactive Investor,Alan Richey,Investment Advisor,Fisher Investments,,,Salesforce
217160,,Paris Angelini,securities analyst,P D A and Partner,parisangelini@yahoo.com,,Event
338547,,Joe Cottone,Managing Director,"Tenex Capital Management, L.p.",jcottone@tenexcm.com,212-457-1138,Manual List Upload
11049495,Inactive Investor,Bryan Harding,,"Concourse Financial Group Securities, Inc. Wesley Chapel FL Private Residence",bryan.harding@concoursefinancial.com,,Salesforce
227218,, -,,[[Unknown]],kkretsc@gmail.com,,
11012464,Inactive Investor,Kevin Pearson,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,kpearson@primerica.com,,Salesforce
10894783,Inactive Investor,Charles Brandt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Omaha NE 16811 Burke St",charlie.brandt@schwab.com,,Salesforce
9627591,,Vallapuzha Sandhya,,,vsandhya@edelmanfinancialengines.com,,List import
10784470,Inactive Investor,Richard Trouillot,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",richard.p.trouillot@wellsfargo.com,,Salesforce
11054407,Inactive Investor,Kyle Fritz,,"Symphony Financial, Ltd. Co. Houston TX 4295 San Felipe",fritz@symphonyplanning.com,,Salesforce
11185962,Inactive Investor,Stevan Cervantes,Client Associate,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",,,Salesforce
10826884,Inactive Investor,Chad Karl,,Stonex Securities Inc. Janesville WI 33 E Racine St,chad.karl@saswealth.com,,Salesforce
9591361,,James Fischl,,,jfischl@friedmanllp.com,,List import
10879423,Inactive Investor,Michael Ryan,Vice President;Wealth Advisor,United Capital Financial Advisors Spring TX 1450 Lake Robbins Dr,michael.x.ryan@gs.com,,Salesforce
10919552,Inactive Investor,Justin Curtiss,Chief Compliance Officer;President,"Continuity Wealth Management, Corp.",justin@srmadvisors.com,,Salesforce
10866962,Inactive Investor,John Whittington,Senior Wealth Manager,"Live Oak Wealth Advisory Group, LLC",,,Salesforce
208469,,Babu R,,[Unknown],ramnexstar@gmail.com,,
9585596,,Patricia Hall,,,phall@beaconwc.com,,List import
11236939,Inactive Investor,Gary Imus,Chief Investment Officer,"Financial Planning First, LLC Tucson AZ 3567 E Sunrise Dr",,,Salesforce
4202606,,Luis Vasquez,,,luciditymaddness@gmail.com,,Web Form Fillout
10888341,Inactive Investor,Katherine Skorupski,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",katie.skorupski@tiaa.org,,Salesforce
27688,,Joseph Young,,[[Unknown]],iamjosephyoung@gmail.com,,Direct
9637246,,Sock-hwei Lim,,,slim@aberdeen-asset.com,,List import
11155225,Inactive Investor,Carolyn Kincaid,,Key Investment Services LLC Bonney Lake WA 19649 Hwy 410 E,carolyn.kincaid@key.com,,Salesforce
11046157,Inactive Investor,Robert Lane,Executive Director;Financial Advisor,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,robert.e.lane@ubs.com,,Salesforce
7973403,,Dontaye Taishya Turner,,,desiredmindzking@gmail.com,,Web Form Fillout
10945683,Inactive Investor,Jared Schwarz,,"Osaic Wealth, Inc. Bryn Mawr PA 12 Elliott Ave",,,Salesforce
11121483,Inactive Investor,William Cullens,Financial Professional,Commonwealth Financial Network Greensboro GA 2901 Reynolds Walk Trl,,,Salesforce
11077087,Inactive Investor,Brian Probst,Vice President - Wealth Management,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",brian.probst@raymondjames.com,,Salesforce
9621592,,Brian F,,,brianf.32.10@gmail.com,,List import
10908249,Inactive Investor,Britney Hollick,,State Farm VP Management Corp. Bethel Park PA 5727 Library Rd,britney.hollick.f22f@statefarm.com,,Salesforce
10837944,Inactive Investor,John Howell,,NYLIFE Securities LLC Stillwater OK 808 S Main St,jwhowell@ft.newyorklife.com,,Salesforce
9570225,,Corey Stevens,,,cstevens@financialguide.com,,List import
10929720,Inactive Investor,Edward McGlasson,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder,Light Capital LLC,edward@lightcap.llc,,Salesforce
11123931,Inactive Investor,Isaac Pena,,J.P. Morgan Securities LLC New York NY 475 W 23rd St,isaac.pena@jpmorgan.com,,Salesforce
10791612,Inactive Investor,Robert Beck,,LPL Financial LLC Billings MT 1629 Avenue D,robert.beck@lpl.com,,Salesforce
10813935,Inactive Investor,Michael Monroe,Regional Vice President,PFS Investments Inc. Meridian ID 1530 W State St,michael.monroe@primerica.com,,Salesforce
10775573,Inactive Investor,Alexander Arinsmier,,Fidelity Brokerage Services LLC Arlington VA 4000 Wilson Blvd,alexander.arinsmier@fidelity.com,,Salesforce
10989475,Inactive Investor,Milena Terziyska,,Santander Securities LLC Orleans MA 51 Main St,milena.terziyska@santander.us,,Salesforce
11035967,Inactive Investor,Everett Bakke,Associate Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",zach.bakke@ampf.com,,Salesforce
10838371,Inactive Investor,Carol Bates,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",carol.bates@nm.com,,Salesforce
11001030,Inactive Investor,Caitlin Magner,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",caitlin.magner@equitable.com,,Salesforce
9601457,,Thomas Colombo,,,tcolombo@northcoastam.com,,List import
11150308,Inactive Investor,Anna Kamp,Financial Advisor,LPL Financial LLC Saint Louis MO 8866 Ladue Rd,anna.kamp@lpl.com,,Salesforce
10910494,Inactive Investor,Yen Chen,,Cetera Investment Services LLC South Pasadena CA 1001 Fair Oaks Ave,yen.chen@ceterais.com,,Salesforce
10895013,Inactive Investor,Curtis Stoltzfus,,"Silver Oak Securities, Incorporated Allentown PA 40 S 5th St",cstoltzfus@silveroaksecurities.com,,Salesforce
10904811,Inactive Investor,Kevin Wallon,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,kevinwallon@statefarm.com,,Salesforce
11006679,Inactive Investor,Henry Hernandez,Financial Advisor,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
176925,,Andrew Pitman,Director Of Accounting,[Unknown],apitman@unofoundation.org, +1 504 280 1100,Database Upload
9599582,,Tim Painter,"President, Senior Portfolio Manager","Lindus Advisors, Inc.",eric.juers@texasprivateequity.com,,List import
10488316,,Hunter Peterson,"Chief Compliance Officer, Managing Partner","Skylark Private Equity Partners, LP",hunter@skylarkpe.com,,List Import
5418242,,TA TO,,,gakito8165@ceoshub.com,,Web Form Fillout
11098026,Inactive Investor,Stanley Whittlesey,Principal,"Capital Financial Management, Inc.",,,Salesforce
11187659,Inactive Investor,Lisa Markgraf,Registered Client Service Associate,"Ameriprise Financial Services, LLC Conshohocken PA 161 Washington St",,,Salesforce
11233174,Inactive Investor,Susan Hixson,,"World Investments, Inc.",,,Salesforce
11013905,Inactive Investor,Deo Sinchury,,J.P. Morgan Securities LLC Reynoldsburg OH 7112 E Main St,deo.sinchury@jpmorgan.com,,Salesforce
349303,,Chad Edmonson,Director,"Lee-way Financial Services, Inc",chad@leewayfinancial.com,917-952-4262,Manual List Upload
9573553,,Andrew Lomanto,,,andrew.lomanto@securitiesamerica.com,,List import
10997841,Inactive Investor,Jahnique Champagnie,,J.P. Morgan Securities LLC Brooklyn NY 1000 Nostrand Ave,jahnique.champagnie@jpmorgan.com,,Salesforce
10952358,Inactive Investor,Ruby Jain,,PFS Investments Inc. Akron OH 55 S Miller Rd,ruby.jain@primerica.com,,Salesforce
239761,,Edmond Lau,Chief Financial Officer,Babel Finance,edmond.lau@babel.capital,,Event
9556110,,Rob S,,,rob@thedrunkengrape.com,,List import
10758557,Inactive Investor,Matthew Theis,Financial Advisor,Edward Jones Saranac Lake NY 66 Main St,matthew.theis@edwardjones.com,,Salesforce
10915984,Inactive Investor,Christopher O'Reilly,,"Truist Investment Services, Inc. Lansdale PA 139 S Broad St",christopher.oreilly@truist.com,,Salesforce
10614087,,Eden Lopez-Robles,"Financial Advisor, Managing Director",,eden.lopez@rbc.com,,List Import
10894615,Inactive Investor,Samuel Clark,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9599382,,Anna Chaiken,,,anna@ritholtzwealth.com,,List import
11020754,Inactive Investor,Jacqueline Strait,,NYLIFE Securities LLC Medford NY 570 Expy Dr S,jastrait@ft.newyorklife.com,,Salesforce
9572580,,Kenneth Brown,,,ken@boardmanbay.com,,List import
11043797,Inactive Investor,Michael Salisbury,,"Voya Financial Advisors, Inc.",michael.salisbury@voya.com,,Salesforce
9583293,,nguyen huu son,,,sontanlam@gmail.com,,List import
9574601,,M Ledgister,,,mledgister@dbroot.com,,List import
10994538,Inactive Investor,Aparna Srikanth,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11204461,Inactive Investor,Christopher Fide,Co-Founder;Financial Planner;Secretary;Treasurer,Integrated Planning & Investments,chris.fide@integrated-plan.com,,Salesforce
9611082,,David Derris,,,dderris.hpcc@gmail.com,,List import
9583275,,Samuel Schwing,,,sschwing@wfco.net,,List import
9641223,,edgardo mellid,,,edgardomellid@gmail.com,,List import
11083911,Inactive Investor,Thomas Zanovich,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",tzanovich@financialguide.com,,Salesforce
9642956,,Alper Dinç,,,alper.dinc@outlook.com,,List import
9609143,,Robert Marsh,,,bb6538618@embarqmail.com,,List import
10657729,,Frances Johnson,,,frances.johnson@primerica.com,,List Import
10935117,Inactive Investor,Kurt Kennedy,,"Independent Financial Group, LLC San Luis Obispo CA 5750 Balm Ridge Way",,,Salesforce
337682,,Francois Sicart,Chairman,"Sicart Associates, Llc",fs@sicartassociates.com,646-606-0290,Manual List Upload
11069154,Inactive Investor,Logan Bennis,,Kovack Securities Inc. Clearwater FL 15500 Roosevelt Blvd,logan@kovacksecurities.com,,Salesforce
11208350,Inactive Investor,Carol Hecht,Vice President,"Stone-Hecht Wealth Management, Inc.",carolhecht@s-hwealth.com,,Salesforce
10769333,Inactive Investor,Marc Lichtman,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",marc.lichtman@equitable.com,,Salesforce
11003691,Inactive Investor,Jeffrey Bryant,Financial Advisor,Park Avenue Securities LLC Allentown PA 5100 W Tilghman St,,,Salesforce
10931127,Inactive Investor,Holly Utermoehlen,Financial Advisor;Financial Representative,"Principal Securities, Inc. Napa CA Private Residence",utermoehlen.holly@principal.com,,Salesforce
9582612,,Ellen Cooper,,,ecooper@lfg.com,,List import
10779949,Inactive Investor,Alec Turner,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Corning IA Private Residence,,,Salesforce
11154846,Inactive Investor,John Flanders,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,,,Salesforce
9571714,,Kurt Martin,,,karlmay@live.com,,List import
9569231,,Anene Ikenna,,,nairahelp2@gmail.com,,List import
10814693,Inactive Investor,Kevin Gavey,Director;Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,kevin.gavey@ubs.com,,Salesforce
11191931,Inactive Investor,Jared Bazewicz,,"Citizens Securities, Inc. Wayne PA 363 W Lancaster Ave",jared.j.bazewicz@citizensbank.com,,Salesforce
10799385,Inactive Investor,Wolf Perl,,Park Avenue Securities LLC Brooklyn NY 185A Marcy Ave,wperl@glic.com,,Salesforce
10957045,Inactive Investor,Cal Webb,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 401 Martin Luther King Dr E",,,Salesforce
11032683,Inactive Investor,Thomas Gray,,"American Fidelity Securities, Inc.",,,Salesforce
10760681,Inactive Investor,Hugh Stephenson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,hugh.stephenson@ubs.com,,Salesforce
11262249,Inactive Investor,Peter Ashby,COO & CCO,MIG Private Equity,pashby@migcap.com, +1 949 474 5800,Salesforce
9633899,,Me Here,,,evitor@gmx.at,,List import
9620271,,Max Phil,,,amxkiller@gmail.com,,List import
11234153,Inactive Investor,Peter Fredericks,,"CUSO Financial Services, L.P. Lunenburg MA 603 Massachusetts Ave",,,Salesforce
211214,,Nancy Stuebe,Director of Investor Relations,Interactive Brokers,nstuebe@interactivebrokers.com,,
11064141,Inactive Investor,Charles Olsen,,Commonwealth Financial Network Norfolk NE 3204 W Benjamin Ave,colsen@cfnmail.com,,Salesforce
10766374,Inactive Investor,Jennifer Bruckner,Financial Analyst;Private Wealth Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jennifer.bruckner@ml.com,,Salesforce
10923971,Inactive Investor,Ralph Boschert,Investment Manager;Owner,Arrowhead Asset Management,,,Salesforce
11206982,Inactive Investor,Ryan Gutowski,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",ryan.gutowski@wfafinet.com,,Salesforce
9632959,,Rob Dudley,,,rob@heeschen.net,,List import
10933229,Inactive Investor,Everett Taylor,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",etaylor@tiaa-cref.org,,Salesforce
10833992,Inactive Investor,James Hixon,,"Ameritas Investment Company, LLC Canonsburg PA 3025 Washington Rd",jhixon@ameritas.com,,Salesforce
10892954,Inactive Investor,Travis Messinger,Wealth Advisor,LPL Financial LLC Spokane WA 1216 S Grand Blvd,travis.messinger@lpl.com,,Salesforce
10799984,Inactive Investor,Larry Selzer,Associate Director - Portfolio Management;Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,larry.selzer@morganstanley.com,,Salesforce
11200731,Inactive Investor,Wayne Remus,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,wayne.remus@primerica.com,,Salesforce
10785561,Inactive Investor,Jeffrey Taylor,Vice President;Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Columbia SC 1320 Main St",jtaylor@tiaa.org,,Salesforce
10878476,Inactive Investor,Lori Berry,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11015924,Inactive Investor,Jason Hotzler,Associate,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,jason.hotzler@thrivent.com,,Salesforce
8675603,,Jhoselin acuña,,,jhoselinanailopezacuna625@gmail.com,,Web Form Fillout
9544108,,Smita Sebastian,,,smita.sebastian@mastercard.com,,List import
10902609,Inactive Investor,Derik Heimerdinger,Financial Advisor,LPL Financial LLC Ludington MI 45 S Jebavy Dr,derik.heimerdinger@lpl.com,,Salesforce
10995596,Inactive Investor,Xinyao Wang,,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",xinyao.wang@schwab.com,,Salesforce
9624185,,huang zhou,,,1046654250@qq.com,,List import
11146065,Inactive Investor,Charles Schulz,Senior Wealth Advisor,Krilogy,,,Salesforce
11009754,Inactive Investor,Nelson Schlaff,,Sigma Financial Corporation Grosse Pointe MI 21 Kercheval Ave,,,Salesforce
10864971,Inactive Investor,Darryl Stringfellow,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,darryl.stringfellow@primerica.com,,Salesforce
10958928,Inactive Investor,Michael Phelps,Partner;Wealth Advisor,Corient Newport Beach CA 500 Newport Center Dr,michael.phelps@corient.com,,Salesforce
10957799,Inactive Investor,Wadid Yunez,Financial Advisor,"Pruco Securities, LLC. Allentown PA 30 S 9th St",wadid.yunez@prudential.com,,Salesforce
10904357,Inactive Investor,Janet Lindner,Financial Associate,Thrivent Investment Management Inc. Stockton MO Private Residence,janet.henry@thrivent.com,,Salesforce
10928261,Inactive Investor,Robert Bozovich,,State Farm VP Management Corp. Clearfield PA 218 E Locust St,,,Salesforce
10931179,Inactive Investor,Joseph Long,Financial Advisor;Managing Director,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,joseph_long@glic.com,,Salesforce
11231521,Inactive Investor,Madison Wray,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",madison.wray@ml.com,,Salesforce
10931403,Inactive Investor,Corey Hausen,Financial Professional,LPL Financial LLC Sycamore IL 1985 Dekalb Ave,corey.j.hausen@lpl.com,,Salesforce
10990615,Inactive Investor,Taylor Brigowatz,,NYLIFE Securities LLC Charleston SC 200 Meeting St,trbrigowatz@ft.newyorklife.com,,Salesforce
11023771,Inactive Investor,Corey Lawson,,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,corey.lawson@thrivent.com,,Salesforce
1003857,Inactive Investor,Kevin Hwang,,Kevin Hwang,kevinhwang312@gmail.com,3122822955,Organic Search
11162908,Inactive Investor,Luke Trosclair,,"Ameritas Investment Company, LLC Prairieville LA 16044 Hwy 73",ltrosclair@ameritas.com,,Salesforce
9563358,,Layla Zhu,,,yijie.layla.zhu@gmail.com,,List import
10948467,Inactive Investor,Kaleb Cowart,Financial Advisor,LPL Financial LLC Valdosta GA 3543 N Crossing Cir,kaleb.cowart@lpl.com,,Salesforce
11174041,Inactive Investor,Adam Schwartz,,"Osaic Wealth, Inc. Villa Park IL 1801 S Meyers Rd",,,Salesforce
9619341,,Amy Schaff,,,aschaff@fciadvisors.com,,List import
5403,, -,,[[Unknown]],frankmc@yahoo.com,,Initial Salesforce Import
11161027,Inactive Investor,J.Herbert Dar Santos,,J.P. Morgan Securities LLC Bellingham WA 1336 Cornwall Ave,herbert.dar-santos@jpmorgan.com,,Salesforce
10916378,Inactive Investor,Ephinity Brazzle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9617794,,Mark Schwarz,,,mark@newcastle-group.com,,List import
11169949,Inactive Investor,Frederic Devinney,,American Investors Company Walnut Creek CA Private Residence,fdevinney@aicrep.com,,Salesforce
11205718,Inactive Investor,Hector Somarriba,,J.P. Morgan Securities LLC Palm Coast FL 214 Palm Coast Pkwy NE,hector.g.somarriba@chase.com,,Salesforce
10970530,Inactive Investor,Kevin Johnson,,J.P. Morgan Securities LLC Dallas TX 3610 McKinney Ave,,,Salesforce
11044824,Inactive Investor,Charles Corley,Executive Director - Wealth Management;Family Wealth Director;Financial Advisor,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,charles.corley@morganstanley.com,,Salesforce
11141728,Inactive Investor,Abdulrahaman Mohammed,,Mutual of America Securities LLC Alexandria VA 2000 Duke St,abdulrahaman.mohammed@mutualofamerica.com,,Salesforce
11077733,Inactive Investor,Stephen Cross,Private Client Advisor,J.P. Morgan Securities LLC Louisville KY 7335 Dixie Hwy,stephen.a.cross@jpmorgan.com,,Salesforce
374273,,Gert Lessing,,Omega Consulting,,,Salesforce
10981817,Inactive Investor,Lester Litchfield,,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",llitchfield@financialguide.com,,Salesforce
211278,,Jennifer Hill,N/A,N/A,dcmclcm4@yahoo.com,,Content
10830224,Inactive Investor,Andrew Vollman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11104288,Inactive Investor,Edgar Thomas,,Compound Planning Winter Haven FL 141 W Central Ave,edgar.thomas@atomifinancial.com,,Salesforce
10798242,Inactive Investor,Kimberly McKown,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,kmckown@ft.newyorklife.com,,Salesforce
9551641,,Mark Redman,,,mark.redman@transamerica.com,,List import
321695,,Bianka Vossenaar,,Cache Pools,ac@cachepools.io,,Manual List Upload
10938811,Inactive Investor,Karen Relyea,,"Raymond James & Associates, Inc. Spring Hill FL 4345 Commercial Way",karen.relyea@raymondjames.com,,Salesforce
11162826,Inactive Investor,Joseph Cahill,Financial Advisor,"Wells Fargo Clearing Services, LLC Fountain Hills AZ 16355 E Palisades Blvd",joseph.cahill@wellsfargo.com,,Salesforce
11154128,Inactive Investor,Agata Kubis,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 10375 Richmond Ave",agata.kubis@ampf.com,,Salesforce
10973769,Inactive Investor,Peter Hudlow,Portfolio Analyst,"Benjamin F. Edwards & Company, Inc.",peter.hudlow@benjaminfedwards.com,,Salesforce
10890367,Inactive Investor,Josephina Raccuia,,Goldman Sachs & Co.,,,Salesforce
10757663,Inactive Investor,Dang Le,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,don.le@fmr.com,,Salesforce
10865210,Inactive Investor,Gianna Cone,,State Farm VP Management Corp. Columbus OH 1495 Morse Rd,gianna.cone.g1p5@statefarm.com,,Salesforce
11131638,Inactive Investor,Kenneth Spitzbard,President;Principal,"Bard Financial Services, Inc.",ken@bardfinancial.com,,Salesforce
11200454,Inactive Investor,Margo Porter-Panfili,,Investor FAN Port Orchard WA 104 Tremont St,margo@investorfan.com,,Salesforce
11097061,Inactive Investor,Phillip Harabarovici,Financial Advisor,"Graney& King, LLC",phar@graneyking.com,,Salesforce
11218358,,Rodrigo Fernandez,,,rodrigo.fernandez@jpmorgan.com,,List Import
11056117,Inactive Investor,Adam Taylor,Financial Professional,"MML Investors Services, LLC Tampa FL 5321 Memorial Hwy",,,Salesforce
10613516,,Sonia Attkiss,"Family Office Consultant, Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,sonia.attkiss@ubs.com,,List Import
10783114,Inactive Investor,Robert Harmon,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,robert.harmon@primerica.com,,Salesforce
10928280,Inactive Investor,Matthew Heffington,Managing Member;Partner;Senior Investment Advisor,"Kimery Wealth Management, LLC",matthew.heffington@kimerywealth.com,,Salesforce
10488959,,Tenisha Blair,Financial Advisor,Edward Jones Plano TX 7000 Preston Rd,tenisha.blair@edwardjones.com,972-208-5688,List Import
9614130,,John Bae,,,john589858@gmail.com,,List import
186420,,John Busch,,Grey Owl Rebar,john@greyowlrebar.com,17809526957,
71095,,James Shuttleworth,Wealth Advisor,Thrivent Investment Management Inc.,jim.shuttleworth@thrivent.com,413-525-9165,
10975186,Inactive Investor,Joseph Zidon,Financial Advisor,"Principal Securities, Inc. Saint Cloud MN 3812 8th St N",zidon.joseph@principal.com,,Salesforce
11254400,Inactive Investor,Allison Winge,,"Osaic Wealth, Inc. Rolling Meadows IL 2850 Golf Rd",,,Salesforce
11077143,Inactive Investor,Paul McGhie,,"Centaurus Financial, Inc. Upland CA 818 N Mountain Ave",,,Salesforce
9619669,,Andrea Maio,,,andrea.maio.3391@gmail.com,,List import
10930440,Inactive Investor,Keng Taing,,"Empower Financial Services, Inc Las Vegas NV Private Residence",keng.taing@empower.com,,Salesforce
11163823,Inactive Investor,Andrea Empie,,"Hornor, Townsend & Kent, LLC Berwick PA 109 N Mulberry St",aempie@htk.com,,Salesforce
10896650,Inactive Investor,Phillip Blankenship,,"Osaic Wealth, Inc. Birmingham AL 6801 Cahaba Valley Rd",,,Salesforce
9586767,,Justin Dausch,,,jdausch@pembrookgroup.com,,List import
350237,,Beth Allen,Director,Greerwalker Wealth Llc,beth.allen@greerwalker.com,704-377-0239,Manual List Upload
10877379,Inactive Investor,Adam Hanacek,Financial Advisor,"Ameriprise Financial Services, LLC Bellingham WA 114 W Magnolia St",blake.hanacek@ampf.com,,Salesforce
10489154,,Ronald Noullet,"Associate Vice President, Financial Advisor, Investment Officer","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",ron.noullet@wellsfargoadvisors.com,972-473-5951,List Import
118101,,Cary Wong,Financial Advisor,"Pruco Securities, LLC.",cary.wong@prudential.com,847-321-3872,
10775929,Inactive Investor,Ryan Ogden,,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
10969705,Inactive Investor,Jaclyn Mccaslin,,"Hornor, Townsend & Kent, LLC Fort Mill SC 2106 Durand Rd",jmccaslin@htk.com,,Salesforce
11144335,Inactive Investor,Kevin Noel,Assistant Vice President;Supervisory Officer,PNC Investments Carmel IN 11405 N Pennsylvania St,kevin.noel@pnc.com,,Salesforce
11109767,Inactive Investor,Lee Schaeffer,Financial Advisor,LPL Financial LLC Warren MI 11443 E 13 Mile Rd,lee.schaeffer@lpl.com,,Salesforce
11135381,Inactive Investor,Ariadne Horstman,Member,Tamarind Financial Planning,ariadne@tamarindfinancial.com,,Salesforce
10999918,Inactive Investor,Jarret McFarland,,Mutual of America Securities LLC Milwaukee WI 10850 W Park Pl,jarret.mcfarland@mutualofamerica.com,,Salesforce
11154470,Inactive Investor,Lawrence Lindner,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",lawrence.a.lindner@wellsfargoadvisors.com,,Salesforce
9577122,,Dawit Workie,,,dworkie10@gmail.com,,List import
10781237,Inactive Investor,Rachel Waldo,,"Principal Securities, Inc.",knudsen.rachel@principal.com,,Salesforce
9641146,,Keith Stoler,,,stolerkeith@gmail.com,,List import
11185147,Inactive Investor,Bryan Denbo,Financial Advisor,Edward Jones Greenwood IN 2020 S State Road 135,bryan.denbo@edwardjones.com,,Salesforce
233335,,Stephanie Spurlock -,,Stephanie Spurlock [[Unknown]],roseaspaintingllc@gmail.com,,Direct
11008943,Inactive Investor,Geoffrey Pyke,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",gpyke@financialguide.com,,Salesforce
10766905,Inactive Investor,William Byers,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",william.byers@ml.com,,Salesforce
10855675,Inactive Investor,Paul Mills,,"Osaic FS, Inc. Aberdeen NC 1604 Nc 5 Hwy",,,Salesforce
10823891,Inactive Investor,William Cross,,"Osaic Wealth, Inc. Natchitoches LA 305 Church St",,,Salesforce
10822457,Inactive Investor,Alexander Koury,Wealth Management Advisor,Commonwealth Financial Network Scottsdale AZ 7400 E Pinnacle Peak Rd,akoury@commonwealth.com,,Salesforce
11055097,Inactive Investor,Iurii Tceretian,Chief Technology Officer;Co-Founder,"Wolverine Investment Advisors, LLC",,,Salesforce
10783972,Inactive Investor,Scott Given,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",scott.given@schwab.com,,Salesforce
9552450,,Andrew Gulla,,,agulla@angelogordon.com,,List import
10885753,Inactive Investor,Keith Woerner,Executive Vice President;General Counsel,"DWD Portfolio Solutions, Inc.",kwoerner@dwdportfolios.com,,Salesforce
47670,,Ryan Paape,Wealth Advisor,Thrivent Investment Management Inc.,ryan.paape@thrivent.com,920-628-3022,
10971476,Inactive Investor,Sergio Rivas,,J.P. Morgan Securities LLC Los Angeles CA 11285 National Blvd,sergio.rivas@jpmorgan.com,,Salesforce
9570532,,Sebastian Parco,,,sebastian.parco@fmr.com,,List import
10766469,Inactive Investor,Frank Farmer,Global Institutional Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",cody.farmer@ml.com,,Salesforce
11223085,,Mark Fitzsimmons,,,mfitzsimmons@millburn.com,,List Import
11166210,Inactive Investor,James Harper,,"Raymond James Financial Services, Inc. Tampa FL 14502 N Dale Mabry Hwy",jim.harper@raymondjames.com,,Salesforce
9644961,,Ray OConnell,,,ray@altusbenefits.com,,List import
10814606,Inactive Investor,Clarence Taylor,,"Truist Investment Services, Inc. Reston VA 11710 Plaza America Dr",,,Salesforce
10768677,Inactive Investor,Robert Mairone,Financial Consultant,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",robert.mairone@equitable.com,,Salesforce
11146933,Inactive Investor,Olasumbo Omonaiye,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10803354,Inactive Investor,Julia Buchanan,Financial Advisor,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",julia.buchanan@wellsfargoadvisors.com,,Salesforce
10480178,,Christopher Wakefield,,,wakefieldchristopher121@gmail.com,,Web Form Fillout
11124841,Inactive Investor,Morgan Martin,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",,,Salesforce
11149229,Inactive Investor,Thomas Dattilo,Associate Manager;Managing Director,"Ameriprise Financial Services, LLC Cleveland OH 30100 Chagrin Blvd",tomdattilo@ampf.com,,Salesforce
11134772,Inactive Investor,Jonatan Diaz,,"Wells Fargo Clearing Services, LLC Fort Myers FL 1540 Colonial Blvd",,,Salesforce
11144337,Inactive Investor,Dolores Alquist,Financial Advisor;Regional Sales Manager,PNC Investments Akron OH 1 Cascade Plz,dolores.alquist@pnc.com,,Salesforce
10789407,Inactive Investor,Craig North,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,craig.north@fidelity.com,,Salesforce
9615914,,egy uiop,,,egyuiop@gmail.com,,List import
248682,,Abel Flint,None,None,abelaflint@gmail.com,,Manual List Upload
10889147,Inactive Investor,Brittany Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",brittany.watland@schwab.com,,Salesforce
11168883,Inactive Investor,Darren Pomeroy,Private Client Advisor,J.P. Morgan Securities LLC Seattle WA 18200 Midvale Ave N,,,Salesforce
11047941,Inactive Investor,Rachel Lauber,,"The Patriot Financial Group, LLC Salem NY 173 S Main St",,,Salesforce
10895291,Inactive Investor,Christopher Lee,Financial Professional,"Equitable Advisors, LLC Birmingham AL 22 Inverness Center Pkwy",christopher.lee@equitable.com,,Salesforce
10615463,,Seth Gallagher,"Director - Alternative Investments, Financial Advisor",,seth.gallagher@morganstanley.com,,List Import
10805370,Inactive Investor,Britt Jones,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",britt.jones@schwab.com,,Salesforce
11020349,Inactive Investor,Jose Alvarado,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10596347,,Dennis Williams,,,dennis.williams@affinitywp.com,,Web Form Fillout
113145,,Timothy Chase,"Chairman, Member Of Board","Wms Partners, Llc",tchase@wms-partners.com,410-337-7575,Manual List Upload
11162793,Inactive Investor,Mary Diaz-Rodriguez,,"BCI Securities, Inc. Miami FL 2855 S Le Jeune Rd",mdiaz-rodriguez@bcisecurities.com,,Salesforce
10647123,,Bruce Bendell,,,bruce@transitionswm.com,,List Import
11160384,Inactive Investor,Jon Garvin,Financial Advisor,"Citizens Securities, Inc. Westwood MA 200 Station Dr",jon.m.garvin@citizenssecurities.com,,Salesforce
10764463,Inactive Investor,Joseph Ledesma,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",joseph_ledesma@ml.com,,Salesforce
9609950,,Max Vuong,,,xuyenvuong@yahoo.com,,List import
11009893,Inactive Investor,Allan Kaufman,,LPL Financial LLC Bridgewater NJ 1140 US Hwy 22,allan.kaufman@lpl.com,,Salesforce
10801745,Inactive Investor,Gary Zahakos,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,gary.zahakos@ubs.com,,Salesforce
10862007,Inactive Investor,Brian Seedorf,,"Allstate Financial Services, LLC Saint Paul MN 4580 Scott Trl",brianseedorf@allstate.com,,Salesforce
11010805,Inactive Investor,Denise Scher,Manager - Retirement Plan Services;Vice President,"USI Securities, Inc. Eugene OR 975 Oak St",denise.scher@usi.com,,Salesforce
84252,,Tom Lilley,,None,tomlilley1951@gmail.com,(928) 713-4772,
11196797,Inactive Investor,Winters Hankins,,Fidelity Brokerage Services LLC,,,Salesforce
9612158,,Jonathan Gauntt,,,jgauntt@aegonusa.com,,List import
11180051,Inactive Investor,Joanna Page,Associate Financial Advisor,LPL Financial LLC Greensboro NC 7029 Albert Pick Rd,joanna.page@lpl.com,,Salesforce
10920440,Inactive Investor,Kenneth Marx,,Cetera Advisor Networks LLC Washington PA 111 Washington St,marxk@ceteranetworks.com,,Salesforce
11091990,Inactive Investor,Brandon Schwartz,Financial Advisor,"Wells Fargo Clearing Services, LLC Fresno CA 6781 N Palm Ave",brandon.schwartz@wellsfargo.com,,Salesforce
9639486,,Robert Barletta,,,robert.barletta@diversa.com.au,,List import
11068865,Inactive Investor,Stephen Lavezza,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",stephen.lavezza@tfaconnect.com,,Salesforce
11007525,Inactive Investor,John Munley,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,,,Salesforce
10820756,Inactive Investor,Leslie Corrales,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,leslie.corrales@morganstanley.com,,Salesforce
11193700,Inactive Investor,Ericka Bruce Devine,,Edward Jones North Kingstown RI 650 10 Rod Rd,ericka.brucedevine@edwardjones.com,,Salesforce
10983266,Inactive Investor,Elisabeth Kostin,Financial Planner,"MML Investors Services, LLC Boston MA 280 Congress St",ekostin@financialguide.com,,Salesforce
10928122,Inactive Investor,Christine Woollard,,"Raymond James Financial Services, Inc. Kennewick WA 8797 W Gage Blvd",chrissy.woollard@raymondjames.com,,Salesforce
10852620,Inactive Investor,Catherine Woodman,Chief Compliance Officer;Principal Advisor,Impact Investors,,,Salesforce
10810698,Inactive Investor,Barry Guariglia,Financial Advisor;Senior Vice President,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,barry.guariglia@morganstanley.com,,Salesforce
10991371,Inactive Investor,Amanda Duran,Financial Advisor,LPL Financial LLC San Antonio TX 5308 Wurzbach Rd,amanda.duran@lpl.com,,Salesforce
100423,,Jack Wyszynski,,Self,jwyszynski240@comcast.net,6095024405,
10924506,Inactive Investor,Leeann Cannon,Financial Advisor,Edward Jones Zionsville IN 262 S Ford Rd,lee.irwin@edwardjones.com,,Salesforce
10904156,Inactive Investor,Eric Davis,,Davis Securities LLC,edavis@davissecurities.com,,Salesforce
10929465,Inactive Investor,Jennifer Gill,,Fidelity Brokerage Services LLC Katy TX 23233 Cinco Ranch Blvd,,,Salesforce
11098986,Inactive Investor,Steven Katz,Financial Advisor,Edward Jones Seaford NY 3960 Merrick Rd,steven.katz@edwardjones.com,,Salesforce
11001396,Inactive Investor,Jacquelyn Price,,State Farm VP Management Corp. Ogden UT 860 W Riverdale Rd,jacquelynprice@statefarm.com,,Salesforce
371330,,Jordan Scalar Capital International Master Fund Ltd.,,n/a,jordan.clifford@gmail.com,14843328157,Google Natural Search
10766606,Inactive Investor,Willard Foley,Financial Advisor,"Wells Fargo Clearing Services, LLC Warren PA 200 Liberty St",willard.foley@wellsfargoadvisors.com,,Salesforce
10866829,Inactive Investor,Charles Snow,,"Cambridge Investment Research, Inc. Fort Worth TX 2625 8th Ave",,,Salesforce
11144812,Inactive Investor,James Murphy,,"The Leaders Group, Inc.",,,Salesforce
11139781,Inactive Investor,Ralph Chesson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",ralph_chessoniii@ml.com,,Salesforce
11184974,Inactive Investor,Susan Rose,Associate Vice President,"Wells Fargo Clearing Services, LLC Victorville CA 15368 Roy Rogers Dr",susan.rose@wellsfargoadvisors.com,,Salesforce
10923592,Inactive Investor,Keith Barnofski,,"Voya Financial Advisors, Inc.",keith.barnofski@voya.com,,Salesforce
9569312,,Joe S,,,frootfreez@gmail.com,,List import
225448,,Byron -,,[[Unknown]],byron_nakano@ml.com,,Initial Salesforce Import
10826575,Inactive Investor,Terence Lo,,"Wells Fargo Advisors Financial Network, LLC Pasadena CA 155 N Lake Ave",terence.lo@wfafinet.com,,Salesforce
11085239,Inactive Investor,Amelia Reyes,,"Transamerica Financial Advisors, Inc San Bernardino CA 255 N D St",amelia.reyes@transamerica.com,,Salesforce
10872212,Inactive Investor,Jason Seele,,"Cambridge Investment Research, Inc. Topeka KS 3601 SW 29th St",jseele@cambridgesecure.com,,Salesforce
64787,,Woodward Young,,United States,woodsyoung1@gmail.com,,
11023079,Inactive Investor,Daneen Weaver,Chief Compliance Officer;Financial Advisor;Office Manager;Treasurer,"Marrella Private Wealth, LLC",,,Salesforce
10993192,Inactive Investor,Amy Carraway,,J.P. Morgan Securities LLC Owensboro KY 2938 Frederica St,amy.carraway@jpmorgan.com,,Salesforce
9614612,,Frank Atkinson,,,frankvatkinson@gmail.com,,List import
223014,,Tom K,,[Unknown],seekomode47642@gmail.com,,
11069163,Inactive Investor,Ronald Stern,Financial Advisor,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,rstern@glic.com,,Salesforce
11222085,,Matthew McKellar,,,matthew@myicon.com,,List Import
350716,,Bonnie Moran,Sales Assistant,Murphy Wealth Management Group,bmoran@murphywealth.com,845-226-1200,Manual List Upload
10838019,Inactive Investor,Leonardo Tedeschi,,Bolton Global Capital Fort Lauderdale FL 55 Weston Rd,ltedeschi@boltonglobal.com,,Salesforce
9564546,,Kyle Shoemaker,,,kyle@fifthavenuefamily.com,,List Import
9617064,,Robert Gilliam,,,robert@robertgilliam.org,,List import
11068122,Inactive Investor,Jessica Wharton,Financial Advisor,"Ameriprise Financial Services, LLC East Syracuse NY 6711 Towpath Rd",jessica.b.jimenez@ampf.com,,Salesforce
1295693,Inactive Investor,Michal Maule,,TBD,michmaule@gmail.com,michmaule@gmail.com,
10486807,,Timothy McDonald,"Senior Financial Consultant, Vice President","Charles Schwab & Co., Inc.",tim.mcdonald@schwab.com,,List Import
9554922,,Christopher Mercado,,,cmercado@fsnweb.com,,
226855,,Marc -,,[[Unknown]],jourlait@gmail.com,,Initial Salesforce Import
10906826,Inactive Investor,Robert Latimer,Senior Lead Advisor,OneAscent Wealth Management,hays.latimer@oneascent.com,,Salesforce
10772278,Inactive Investor,Trevor Andrews,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",trevor.j.andrews@ml.com,,Salesforce
215432,,Thomas Sauer,,"Wealth Enhancement Advisory Services, Llc",trsauer75@gmail.com,,
10906285,Inactive Investor,Isaac Whitmore,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,isaacwhitmore.team@fidelity.com,,Salesforce
10920055,Inactive Investor,Sheila Hagen,,"Northwestern Mutual Investment Services, LLC Durham NC 5102 Durham Chapel Hill Blvd",sheila.hagen@nm.com,,Salesforce
10936857,Inactive Investor,Jennifer Speicher,,"Principal Securities, Inc.",speicher.jenni@principal.com,,Salesforce
10946169,Inactive Investor,Chase Robinson,,"Northwestern Mutual Investment Services, LLC Mobile AL 11 N Water St",,,Salesforce
11127089,Inactive Investor,Wilfred Brockman,,"Cambridge Investment Research, Inc. Naples FL 999 Vanderbilt Beach Rd",,,Salesforce
11086836,Inactive Investor,Tiffany Thorne,,PFS Investments Inc. Miami FL 520 NW 165th St,tiffany.thorne@primerica.com,,Salesforce
11220463,,Hal Liebes,,,hliebes@alger.com,,Other
9571015,,Kelly Hejtmancik,,,khejtmancik@financialguide.com,,List import
11079794,Inactive Investor,Victor Bautista,,J.P. Morgan Securities LLC Azusa CA 1188 E Alosta Ave,victor.bautista@chase.com,,Salesforce
11204122,Inactive Investor,Susan Harris,,"Farmers Financial Solutions, LLC Chesapeake VA 3115 Western Branch Blvd",sharris@farmersagent.com,,Salesforce
11067553,Inactive Investor,Lee Belniak,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,,,Salesforce
10641206,,James Tate,,,tatejames346@gmail.com,,Web Form Fillout
11194361,Inactive Investor,Richard Hernandez,,UBS Financial Services Inc. San Francisco CA 555 California St,richard.hernandez@ubs.com,,Salesforce
11123066,Inactive Investor,Alissa Reckard,,LPL Financial LLC Tavernier FL 92200 Overseas Hwy,alissa.reckard@lpl.com,,Salesforce
11197075,Inactive Investor,Robert Willis,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11049013,Inactive Investor,William Cathriner,,"Global Financial Services, L.L.C.",wcathriner@globalhou.com,,Salesforce
125022,,Robert Stetson,Partner,Veritable Lp,rstetson@veritablelp.com,1-610-640-9551,
10839797,Inactive Investor,Michael Grodek,,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,michael.a.grodek@jpmorgan.com,,Salesforce
11000202,Inactive Investor,David Bledsoe,,LPL Financial LLC Waynesville OH 433 S Main St,david.bledsoe@lpl.com,,Salesforce
10987834,Inactive Investor,Matthew Miceli,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",,,Salesforce
108121,,Sunil Chintamaneni,,Self Employed Trader,aarcoland@gmail.com,7344749440,
11137005,Inactive Investor,Cristina Moore,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",cristina_moore@ml.com,,Salesforce
11081783,Inactive Investor,John Lenahan,Financial Advisor,LPL Financial LLC Anacoco LA 5609 Hwy 171,john.lenahan@lpl.com,,Salesforce
374827,Inactive Investor,Brandon Smith,Executive Vice President,Milestone Finacial Solutions,brandons@milestonefs.net,804-768-0541 x6,
9606738,,Teck Li Choo,,,teckli@pavcap.com.sg,,List import
10810228,Inactive Investor,Richard Prozzo,Chief Compliance Officer;Managing Member;President,Davidson Wealth Management LLC,clientservices@davidsonwealthmgmt.com,,Salesforce
10862168,Inactive Investor,Kyle Comerford,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 14 N Harrison St",kyle.comerford@ml.com,,Salesforce
162530,,Jim Shook,,[Unknown],james.shook@gmail.com,,Other
9629811,,Ghbv Cbbn,,,hgcg@hjjf.com,,List import
10941760,Inactive Investor,Juan Chavez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
25211,, -,,[[Unknown]],whoopdiane@att.net,,Direct
10917253,Inactive Investor,Janet Corral,,"Empower Financial Services, Inc Las Vegas NV Private Residence",janet.corral@empower.com,,Salesforce
9551790,,Terry Easley,,,guitarpoet@aol.com,,List import
11185002,Inactive Investor,John Dunn,Financial Advisor,"Wells Fargo Clearing Services, LLC Montgomery AL 2660 Eastchase Ln",john.dunn@wellsfargoadvisors.com,,Salesforce
11009983,Inactive Investor,Joseph Harrington,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",joseph.harrington@nm.com,,Salesforce
10941987,Inactive Investor,Brandon Loo,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,brandonloo@statefarm.com,,Salesforce
10838791,Inactive Investor,Wayne Schmidt,,"Ameritas Investment Company, LLC Mandeville LA Private Residence",wschmidt@ameritas.com,,Salesforce
10806277,Inactive Investor,Regina Metzger,Financial Advisor,Morgan Stanley Allentown PA 515 Hamilton St,regina.johnston@morganstanley.com,,Salesforce
245627,,Priyadarshan Pradhan,Investment Assistant,Unique Wealth Strategies,ppradhan@uwsgroup.com,18027771072,Manual List Upload
10889205,Inactive Investor,Ryan Tanaka,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",rtanaka@tiaa-cref.org,,Salesforce
11144258,Inactive Investor,Barry Jordan,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,bejordan@ft.newyorklife.com,,Salesforce
11014220,Inactive Investor,Matthew Johnson,Financial Professional,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",,,Salesforce
240239,,Johanna Haza,,Snowden Lane Partners,jhaza@snowdenlane.com,305-523-2900,Database Upload
11110405,Inactive Investor,Shaun Carney,Chief Compliance Officer;Wealth Advisor,Agdeavor Investments Grove City OH 2441 Old Stringtown Rd,scarney@agdeavorinvestments.com,,Salesforce
11006817,Inactive Investor,Jillian Feehan,,Commonwealth Financial Network Woburn MA 400 Unicorn Park Dr,jfeehan@commonwealth.com,,Salesforce
10866864,Inactive Investor,Brian Schoch,,State Farm VP Management Corp. Greenwood SC 415 Montague Ave,,,Salesforce
10804433,Inactive Investor,Marla Napurano,Director - Business Strategy,Morgan Stanley New York NY 1585 Broadway,marla.napurano@morganstanley.com,,Salesforce
11096001,Inactive Investor,Anthony Fiorenza,Chief Executive Officer;President;Regulatory Contact,"Summit Group Retirement Planners, Inc.",,,Salesforce
346066,,Steven Collopy,"Chief Operating Officer, Chief Compliance Officer","Dcm Advisors, Llc",scollopy@dinogroup.com,917-386-6260,
11149436,Inactive Investor,Kenneth Allen,Financial Advisor,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",buddy.allen@raymondjames.com,,Salesforce
11205484,Inactive Investor,John Hill,Senior Partner,"MML Investors Services, LLC Rockville MD 530 Gaither Rd",johnchill@financialguide.com,,Salesforce
10831319,Inactive Investor,Christina Clemmons,Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 901 Main St",christina.clemmons@ml.com,,Salesforce
11230546,Inactive Investor,Kyle Salomone,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",,,Salesforce
11199615,Inactive Investor,Tyler Linkowski,Wealth Advisor,Maia Wealth,tyler@maiawealth.com,,Salesforce
234633,, -,,[[Unknown]],1markota@gmail.com,,
11026275,Inactive Investor,John Abbott,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,john.abbott@morganstanleypwm.com,,Salesforce
10833421,Inactive Investor,Louis Brutocao,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",louis.brutocao@wellsfargoadvisors.com,,Salesforce
10834488,Inactive Investor,Rebecca Klody,Financial Advisor,"Raymond James & Associates, Inc. Villa Park IL 1 Parkview Plz",rebecca.smith@raymondjames.com,,Salesforce
9596778,,Pietro Cimino,,,pcimino@wealthenhancement.com,,List import
11147391,Inactive Investor,Chad White,,"Fifth Third Securities, Inc. West Chester OH 8584 Princeton Glendale Rd",chad.white@53.com,,Salesforce
9552027,,Michael Kemp,,,michaelkemp@synovus.com,,List import
11184703,Inactive Investor,Nicholas Sahm,Financial Advisor,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",nick.sahm@rbc.com,,Salesforce
10775999,Inactive Investor,Robert Iocco,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,robert.iocco@morganstanley.com,,Salesforce
249047,,Helen Liu,advisor,Upliftinvesting,helen@upliftinvesting.com,,Manual List Upload
10531777,,John Gillespie,Principal,Gallacher Capital Management,johncgillespie@gmail.com,303-708-1640,List Import
11179151,Inactive Investor,Zachary Glasser,,Goldman Sachs & Co.,zachary.glasser@gs.com,,Salesforce
10781191,Inactive Investor,Alex McKindra,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,alex.b.mckindra@jpmorgan.com,,Salesforce
10635041,,liuzhou wang,,,lit662862@gmail.com,,Web Form Fillout
9601585,,Thomas Schnettler,,,tschnettler@piperjaffray.com,,List import
349009,,Dwight Nelson,Founding Managing Partner,BASSO CAPITAL MANAGEMENT L P,dnelson@bassocap.com,203-352-6100,Manual List Upload
10877654,Inactive Investor,Alexander Bussenger,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",alexander.bussenger@bofa.com,,Salesforce
11034810,Inactive Investor,George Katsilometes,Financial Advisor,"Ameriprise Financial Services, LLC Pocatello ID 4189 Poleline Rd",george.j.katsilometes@ampf.com,,Salesforce
10984892,Inactive Investor,Robert Ewing,Managing Director;Portfolio Manager,Neuberger Berman BD LLC,robert.ewing@nb.com,,Salesforce
11204771,Inactive Investor,Christina Sonnier Smith,Authorized Officer;Team Administrator,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,christina.sonnier@ubs.com,,Salesforce
11052163,Inactive Investor,Lisa Peterson,,"Stifel, Nicolaus & Company, Incorporated New Ulm MN 710 N Broadway St",lpeterson@stifel.com,,Salesforce
10822354,Inactive Investor,Benjamin Pryden,,"Wells Fargo Clearing Services, LLC Santa Rosa CA 6585 Oakmont Dr",benjamin.pryden@wellsfargoadvisors.com,,Salesforce
9560425,,Michael Sobieski,,,michael.sobieski@fidelity.com,,List import
10930626,Inactive Investor,Leslie Beier,,"Stifel, Nicolaus & Company, Incorporated Southfield MI 28411 Northwestern Hwy",beierl@stifel.com,,Salesforce
10910665,Inactive Investor,Everett Latos,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",everett.latos@ml.com,,Salesforce
11195145,Inactive Investor,Timothy Woodward,Chief Compliance Officer;Co-Founder;Managing Partner;Wealth Advisor,Blend Wealth,,,Salesforce
10913879,Inactive Investor,Richard Pearce,Chief Compliance Officer;Managing Member;President,Prosper Financial,rpearce@prosperfm.com,,Salesforce
9545324,,Jacqueline Lazerus,,,jlazerus@firstrepublic.com,,List import
10871525,Inactive Investor,Trent Strong,,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
10998891,Inactive Investor,Alexis Mullins,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
373154,,John Petti,,[Unknown],jp@jpetticm.com,,source
11037395,Inactive Investor,Kelly Brockette,,"Cambridge Investment Research, Inc. Big Rapids MI 15505 Waldron Way",,,Salesforce
11104518,Inactive Investor,Lilian Wittwer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 3260 Walton Riverwood Ln SE",lily.wittwer@schwab.com,,Salesforce
10930797,Inactive Investor,Hannah Vannewkirk,,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",,,Salesforce
10946915,Inactive Investor,Jeremiah Williamson,Financial Professional,"MML Investors Services, LLC Los Angeles CA 6080 Center Dr",jeremiahwilliamson@financialguide.com,,Salesforce
11031466,Inactive Investor,Eleazar Miranda Barajas,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10958395,Inactive Investor,Joseph Torres,,J.P. Morgan Securities LLC Piscataway NJ 233 Stelton Rd,joseph.torres@chase.com,,Salesforce
10656670,,Andrew Ritter,,,andrew.ritter@primerica.com,,List Import
9599488,,Harold Holm,,,h2holm@gmail.com,,List import
10505997,,Rick Petrell,vp,SWA,rick@strategicwealthadvisors.net,13152187348,List import
10872240,Inactive Investor,Jennifer Kutchey,Financial Advisor,"Lowe Wealth Advisors, LLC",,,Salesforce
213174,,Siddiqua Hamid,Relationship Manager,"Fifth Third Securities, Inc.",sid.hamid@53.com,614-888-8166,
9859202,,Cryptologist2000 The Ark Of Crypto Enterprises.,,,Cryptologist2000@gmail.com,,Web form fillout
11104958,Inactive Investor,Rachel Hunt,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Wilmington NC 1111 Military Cutoff Rd,rachel.hunt@morganstanley.com,,Salesforce
11232163,Inactive Investor,Peter Talluto,,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO Private Residence",,,Salesforce
10946809,Inactive Investor,Steven Musch,,AdvisorNet Wealth Partners,smusch@advisornet.com,,Salesforce
2520,,Adam Cohan,Research Analyst,"Point72 Asset Management, L.P.",adam.cohan@point72.com,1-646-569-8600,Initial Salesforce Import
11199039,Inactive Investor,Dawn Roach,,"Principal Securities, Inc.",roach.dawn@principal.com,,Salesforce
11045062,Inactive Investor,Patrick Newby,,"Farmers Financial Solutions, LLC Oklahoma City OK 560 W Boeing Dr",,,Salesforce
11190867,Inactive Investor,Gustavo Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10988892,Inactive Investor,Samuel Paradis,,Jefferies LLC,sparadis@jefferies.com,,Salesforce
10827364,Inactive Investor,William Ockerlund,,"Raymond James Financial Services, Inc. Holland MI 510 W 17th St",william.ockerlund@raymondjames.com,,Salesforce
11210471,Inactive Investor,Kaleb Hupp,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 151 Orchardview Rd",kaleb.hupp@ampf.com,,Salesforce
10936520,Inactive Investor,Kerri Carter,Director - Operations,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",,,Salesforce
10820684,Inactive Investor,Nelson Ashby,Investment Advisor,LPL Financial LLC Staunton VA 117 S Lewis St,rusty.ashby@lpl.com,,Salesforce
10823743,Inactive Investor,Jack Derby,,"Cambridge Investment Research, Inc. Englewood CO 7350 E Progress Pl",,,Salesforce
40214,,William McKinley,,"Mutual Advisors, LLC",william.mckinley@mutualsecurities.com,307-234-1200,
9625831,,Luciana Di Tocco,,,lvditocco@gmail.com,,List import
11039736,Inactive Investor,Elizabeth Weinkauf,Client Specialist;Senior Client Specialist,Robert W. Baird & Co. Incorporated,,,Salesforce
10773270,Inactive Investor,Guyan Long,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",guyan.long@wellsfargoadvisors.com,,Salesforce
9590251,,andrew paoni,,,andrew.paoni@sikich.com,,List import
10906577,Inactive Investor,John Conaway,Financial Advisor,LPL Financial LLC Albany NY 1832 Western Ave,john.conaway@lpl.com,,Salesforce
11155041,Inactive Investor,Jason Rasmussen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
128759,,Kevin Dubner,,"Steward Partners Investment Advisory, Llc",kevin.dubner@stewardpartners.com,(215) 665-6000,
11095186,Inactive Investor,Robert Jackson,Financial Advisor,"Centaurus Financial, Inc. Atlanta GA 7 Dunwoody Park",,,Salesforce
10998106,Inactive Investor,Carlissa Schmit,,"Allstate Financial Services, LLC Menomonee Falls WI N56W14108 Silver Spring Dr",carlissaschmit@allstate.com,,Salesforce
9599984,,JEFFREY BRACAMONTE,,,jbrac25@hotmail.com,,List import
225637,, -,,[[Unknown]],grodriguezgarrido@hotmail.com,,Initial Salesforce Import
10997052,Inactive Investor,Matthew Fuller,Financial Professional,TIP Group LLC,,,Salesforce
11103735,Inactive Investor,Timothy Conner,,&Partners,tconner@wileybros.com,,Salesforce
10486965,,Anthony Valente,Financial Advisor,Robert W. Baird & Co. Incorporated,antoniojvalente@yahoo.com,,List Import
351915,,Eric Guja,Vice President,Newbury Partners Llc,guja@newbury-partners.com,203-428-3600,Manual List Upload
368096,,Shirley Zhao,Trader,,shirley.szhao@gmail.com,19498562682,Webinar
11176226,Inactive Investor,Corinne York,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",corinne.york@schwab.com,,Salesforce
11063402,Inactive Investor,Dennis Betz,Financial Advisor,"Ameriprise Financial Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",dennis.r.betz@ampf.com,,Salesforce
11041502,Inactive Investor,Graham Perry,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,graham.perry@jpmorgan.com,,Salesforce
10843539,Inactive Investor,Hiedi Hendrickson,,"Osaic Wealth, Inc. Buffalo MN 201 5th St NE",,,Salesforce
10813879,Inactive Investor,Scott Neumann,,State Farm VP Management Corp. Wauseon OH 1398 N Shoop Ave,scott.neumann.gw4w@statefarm.com,,Salesforce
11114894,Inactive Investor,Belkys Mejia,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",belkys.mejia@truist.com,,Salesforce
9567422,,William Clark,,,eclark@cvwmgmt.com,,List import
6863,,Nick Loeper,,[[Unknown]],nickloeper1@gmail.com,,Initial Salesforce Import
10811375,Inactive Investor,Bart Timmerman,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Dubuque IA 2100 Asbury Rd",bart.timmerman@wellsfargoadvisors.com,,Salesforce
11148158,Inactive Investor,Blake Leibowitz,Associate,Morgan Stanley,,,Salesforce
10800702,Inactive Investor,John Pierce,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",john.pierce@rbccm.com,,Salesforce
10889799,Inactive Investor,Derek West,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,,,Salesforce
10794827,Inactive Investor,Andrew Vanderslice,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,andrew.vanderslice@fmr.com,,Salesforce
11135518,Inactive Investor,Bradley Carlson,,NYLIFE Securities LLC Parker SD 140 N Main,bcarlson@ft.newyorklife.com,,Salesforce
11156206,Inactive Investor,Jonathan Tong,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Hauppauge NY 201 Moreland Rd",jonathan.tong@ampf.com,,Salesforce
11232812,Inactive Investor,Holt Gandy,,"Wells Fargo Clearing Services, LLC Irving TX 6051 N State Hwy 161",,,Salesforce
10942387,Inactive Investor,Salim Jurditalhouk,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11027633,Inactive Investor,Robert Killworth,,"Osaic Wealth, Inc. Chandler AZ 1820 E Ray Rd",,,Salesforce
10924680,Inactive Investor,Jennifer Heise,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",jennifer.heise@wellsfargo.com,,Salesforce
9562272,,Eric Kirkland,,,eric@ekirklandlaw.com,,List import
10644447,,Andrew Bartolotta,,,abartolotta@lincolninternational.com,,List Import
11122709,Inactive Investor,Nicholas Engh,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",nicholas.engh@ampf.com,,Salesforce
10777958,Inactive Investor,Jeremy Young,Managing Director,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,jeremy.young@jpmorgan.com,,Salesforce
11228932,Inactive Investor,Alison Carnie,Principal,Edward Jones,alison.carnie@edwardjones.com,,Salesforce
11018057,Inactive Investor,Nathaniel Carroll,,"CFD Investments, Inc. Boise ID 5440 W Franklin Rd",,,Salesforce
10786389,Inactive Investor,Joshua Rinkov,,Jefferies LLC Chicago IL 155 N Wacker Dr,jrinkov@jefferies.com,,Salesforce
11016962,Inactive Investor,David Bowman,,"Truist Investment Services, Inc. Roanoke VA 10 Franklin Rd SE",david.bowman@truist.com,,Salesforce
9627819,,Yulian Mateo,,,yulian.x.mateo@gmail.com,,List import
353035,,Brooks Clark,Shareholder,Mr. and Mrs.,bclark@polsinelli.com,,Event
11211321,Inactive Investor,Angelina Ritchens,,"Wells Fargo Clearing Services, LLC Warminster PA 732 W Street Rd",,,Salesforce
9632857,,Ufonobong Umanah,,,ufon.umanah@gmail.com,,List import
10758191,Inactive Investor,Norma Sellors,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Richmond VA 1021 E Cary St",,,Salesforce
11037081,Inactive Investor,Thanh Tran,Financial Advisor,Park Avenue Securities LLC New Haven CT 555 Long Wharf Dr,,,Salesforce
9586032,,John Trouy,,,atrouy@financialguide.com,,List import
9547518,,Barbara Bruser,,,bbruser@firstrepublic.com,,List import
10893849,Inactive Investor,Oliver Sun,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,oliver.sun@jpmorgan.com,,Salesforce
335527,,Gary Whitsell,Member,"Helmsman Financial Group, Llc",gwhitsell@helmsmanfinancial.com,425-485-0381,Manual List Upload
10978278,Inactive Investor,Luciano Miguel,,"ACP Securities, LLC",,,Salesforce
9605134,,Leo Kryss,,,lk18@icloud.com,,List import
11072100,Inactive Investor,Meghan McGuire,Senior Relationship Manager,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",mcguire.meghan@principal.com,,Salesforce
11028009,Inactive Investor,Stephen Kuhn,,"Allstate Financial Services, LLC Saint Louis MO 105 Concord Plaza Shopping Ctr",stephenkuhn@allstate.com,,Salesforce
9643031,,Mitzi Pohl,,,mitzipohl@gmail.com,,List import
9619886,,Vakeesan Mahalingam,,,vamahalin@gmail.com,,List import
10823219,Inactive Investor,Randall West,,"Truist Investment Services, Inc. Williamston NC 603 E Boulevard",scott.west@truist.com,,Salesforce
10656695,,Quinn Mccloskey,,,quinn.mccloskey@morganstanley.com,,List Import
10936735,Inactive Investor,Matthew Sola,Chief Compliance Officer;Founder;Managing Member;Principal,Ironbound Advisory LLC,,,Salesforce
10948986,Inactive Investor,Jason Ostapczuk,Financial Advisor,"Citizens Securities, Inc. Rhinebeck NY 6708 Rte 9",jason.ostapczuk@citizenssecurities.com,,Salesforce
225015,,Lars Alex,,[Unknown],larsalex@gmail.com,,
10937193,Inactive Investor,Austin Powers,,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
351803,,Gary Hobart,Managing Director,Dynamic Beta Investments Llc,ghobart@beachheadcapital.com,646-837-7030,Manual List Upload
10793926,Inactive Investor,Zachary Green,,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",zachary.green@wellsfargo.com,,Salesforce
10954362,Inactive Investor,Dawn Wheeler,Financial Advisor;Financial Professional,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",dawnwheeler@financialguide.com,,Salesforce
11157447,Inactive Investor,Andrew Gergel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",andrew_m_gergel@ml.com,,Salesforce
10984289,Inactive Investor,Daniel Dibiase,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,daniel.dibiase@fmr.com,,Salesforce
10884983,Inactive Investor,Robert Koch,Specialist,"Ameriprise Financial Services, LLC Alcoa TN 371 Fountain View Cir",robert.koch@ampf.com,,Salesforce
10812808,Inactive Investor,Alfred Haber,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",alfred.haber@equitable.com,,Salesforce
11003478,Inactive Investor,Robert Provost,,J.P. Morgan Securities LLC Lehi UT 1454 E Main St,robert.provost@jpmorgan.com,,Salesforce
9640107,,Donald Motschwiller,,,d.motschwiller@firstny.com,,List import
10977364,Inactive Investor,Jizet Israel,,Santander Securities LLC Great Neck NY 50 Middle Neck Rd,jizet.israel@santander.us,,Salesforce
9613294,,Richard Meng,,,2279267669@qq.com,,List import
69958,,Gerald Ray,Financial Advisor,Eagle West Group,jerry@eaglewestgroup.com,916-367-4540,
10659325,,George Wilkins,,,george.s.wilkins@jpmorgan.com,,List Import
55714,,Julius Aebly,President,Lytle Investments,julius@lytleinvestments.com,716-773-6626,Manual List Upload
9541964,,Charles Pierce,,,cgpiercejr@gmail.com,,List import
11176417,Inactive Investor,Steven Hixon,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,steven.hixon@ceterafs.com,,Salesforce
11142739,Inactive Investor,Charles West,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11058087,Inactive Investor,Michael Guertin,,"Osaic Wealth, Inc. Cranston RI 2000 Chapel View Blvd",,,Salesforce
9618963,,Jeffrey Enquist,,,jeff@silveradocap.com,,List import
10939993,Inactive Investor,Kimberly Hersey,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11125406,Inactive Investor,Daniel Wood,Financial Advisor,LPL Financial LLC Bradenton FL 2005 Manatee Ave W,daniel.w.wood@lpl.com,,Salesforce
10942612,Inactive Investor,Jeff Webb,,Emerson Equity LLC,jwebb@emersonequity.com,,Salesforce
11008447,Inactive Investor,William Meyer,Financial Advisor,LPL Financial LLC Glen Cove NY 111 School St,william.m.meyer@lpl.com,,Salesforce
11070611,Inactive Investor,Patrick Maly,,"Equity Services, Inc. Roseland NJ 103 Eisenhower Pkwy",,,Salesforce
11003669,Inactive Investor,Alyssa Rizo,,NYLIFE Securities LLC El Segundo CA Private Residence,arizo@ft.newyorklife.com,,Salesforce
10878703,Inactive Investor,Jesse Cofty,Registered Client Associate,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",,,Salesforce
10755052,Inactive Investor,Mitali Sohoni,,Citigroup Global Markets Inc.,mitali.sohoni@citi.com,,Salesforce
10767905,Inactive Investor,Samuel Head,Private Wealth Advisor,"Ameriprise Financial Services, LLC Myrtle Beach SC 1300 Professional Dr",sam.head@ampf.com,,Salesforce
10798959,Inactive Investor,James Rushton,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hanover NH 2 Buck Rd",james.rushton@tiaa.org,,Salesforce
10780843,Inactive Investor,Todd Resnick,,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,todd.a.resnick@jpmorgan.com,,Salesforce
10794101,Inactive Investor,Gregory Renner,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",branden.renner@raymondjames.com,,Salesforce
10994825,Inactive Investor,Alexa Buss,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alexa_buss@vanguard.com,,Salesforce
10823082,Inactive Investor,Kristen Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",kristen.lopez@ml.com,,Salesforce
335103,,Robert Lieberson,Managing Member,"Moody, Lynn & Lieberson, Llc",rlieberson@moodylynn.com,617-973-0590,Manual List Upload
245651,,Jan van Eck,Chief Executive Officer,VanEck,janvaneck@vaneck.com,,Manual List Upload
10763667,Inactive Investor,Dawn Walkup,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,dawn.walkup@edwardjones.com,,Salesforce
10977877,Inactive Investor,William Carr,Senior Vice President,"First Citizens Investor Services, Inc.",,,Salesforce
9551554,,Matthew Nahorski,,,mnahorski@zieglercap.com,,List import
11234636,Inactive Investor,Graydon James,,Brookfield Oaktree Wealth Solutions LLC,graydon.james@brookfieldoaktree.com,,Salesforce
10764636,Inactive Investor,Grant McNeal,Financial Advisor,Edward Jones Cushing OK 108 W Broadway St,grant.mcneal@edwardjones.com,,Salesforce
9597126,,James Dowd,,,jdowd@northcapital.com,,List import
11212517,Inactive Investor,Joshua Rosenzweig,Vice President - Investments,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",joshua.rosenzweig@raymondjames.com,,Salesforce
10807872,Inactive Investor,Elizabeth Meyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Orange CT 297 Boston Post Rd",elizabeth.j.meyer@wellsfargo.com,,Salesforce
9599033,,Ali GÜNDEL,,,aligundel@hotmail.com,,List import
11147765,Inactive Investor,Jason Swedo,,Cetera Advisor Networks LLC Inverness IL Private Residence,jason.swedo@ceterawealth.com,,Salesforce
10772448,Inactive Investor,Brian Buckley,Chief Investment Officer;Managing Partner;Regulatory Contact;Trustee,"Buckley Wealth Management, LLC",brian.buckley@buckleywealth.com,,Salesforce
9599058,,David Hallam,,,dhallam@wipflifinancial.com,,List import
10910892,Inactive Investor,Matthew Kissh,Senior Associate,"Equitable Advisors, LLC Cheshire CT 240 Highland Ave",matthew.kissh@equitable.com,,Salesforce
9570428,,John Majors,,,jmajors@sageviewadvisory.com,,List Import
11021062,Inactive Investor,Marie Decaprio,Partner;Wealth Advisor,"Sax Wealth Advisors, LLC",mdecaprio@saxwa.com,,Salesforce
10875227,Inactive Investor,Garrick Straub,,State Farm VP Management Corp. Newport KY 4135 Alexandria Pike,garrick.straub.p8gl@statefarm.com,,Salesforce
10920566,Inactive Investor,Michelle Gass,Managing Member,"Paradigm Advisors, LLC",mgass@paradv.com,,Salesforce
11049777,Inactive Investor,Daniel Sutton,,"Osaic Institutions, Inc. Lake Saint Louis MO 10710 Veterans Memorial Pkwy",,,Salesforce
228084,, -,,[[Unknown]],tonjatamsula@ymail.com,,Direct
10819087,Inactive Investor,Jacqueline Shohdy,Financial Advisor,Edward Jones Mission Viejo CA 26440 La Alameda,jacqueline.shohdy@edwardjones.com,,Salesforce
11176536,Inactive Investor,Erin Bradshaw,Financial Advisor,Edward Jones Helena MT 501 N Sanders St,erin.bradshaw@edwardjones.com,,Salesforce
9617977,,Brian Lancaster,,,brian@claytonpartners.com,,List import
11187305,Inactive Investor,Laurie Wieters,,"Frost Brokerage Services, Inc.",lwieters@frostbank.com,,Salesforce
10772606,Inactive Investor,Paul Delongis,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Altoona PA 180 Charlotte Dr",paul.delongis@stifel.com,,Salesforce
185399,,Thomas Nault,,[Unknown],titant1969@gmail.com,,source
227003,, -,,[Unknown],victoriazarella@gmail.com,,
10998448,Inactive Investor,Luke Baumgarten,Director - Business Development,"Harvest Investment Services, LLC",,,Salesforce
370571,,Jessica Jessica,,Indonesia,jessicazh2410@gmail.com,,Salesforce
101388,,Charlie Zahari,,United States,charliezahari@protonmail.com,,Paid Social
11196983,Inactive Investor,Robert Provance,,Lincoln Investment Independence OH 2 Summit Park Dr,rprovance@lincolninvestment.com,,Salesforce
10659442,,James Jaramillo,,,james.jaramillo@ifpartners.com,,List Import
10858307,Inactive Investor,Lisa Metheny,Director - Operations;Managing Director,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",lisa.j.metheny@ampf.com,,Salesforce
10871938,Inactive Investor,Melissa Witte,Client Specialist,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,mwitte@rwbaird.com,,Salesforce
156689,,franco wong,,[Unknown],franco.543@hotmail.com,,
11150987,Inactive Investor,Nicole Berkey,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",nicole.gallagher@nm.com,,Salesforce
9585854,,Mark Lester,,,mlester@massmutual.com,,List import
10909441,Inactive Investor,Elizabeth Portee,,State Farm VP Management Corp. West Columbia SC 1316 Sunset Blvd,liz.portee.tz1j@statefarm.com,,Salesforce
9581651,,Amanda Moriarty,,,moriarty.a214@gmail.com,,List import
11219840,,Deepa Damre Smith,,,deepa.damresmith@matthewsasia.com,,Other
10661996,,Andrew Powers,,,drew@powersfg.com,,List Import
11180816,Inactive Investor,Brian Townley,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",brian.townley@wellsfargoadvisors.com,,Salesforce
338248,,Lee Rand,Member,"Sun Mountain Capital Advisors, Llc",lee@sunmountaincapital.com,505-780-4218,Manual List Upload
11076846,Inactive Investor,Vanja Vermezovic,Registered Operations Manager,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4275 Executive Sq",,,Salesforce
11133399,Inactive Investor,Hunter Pell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,hunter.pell@fidelity.com,,Salesforce
10878930,Inactive Investor,Sandi Martin,,J.P. Morgan Securities LLC Maple Valley WA 26430 Maple Valley Black Diamond Rd SE,sandi.martin@jpmorgan.com,,Salesforce
11205855,Inactive Investor,Cory Barraclough,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",cory.barraclough@ml.com,,Salesforce
372182,,Bryant Eisenbach,,United States,bryant.eisenbach@gmail.com,,Salesforce
11025157,Inactive Investor,Alexis Higgins,,Thrivent Investment Management Inc. Germantown WI N96W17695 Riversbend Cir W,lexie.higgins@thrivent.com,,Salesforce
10854647,Inactive Investor,Aaron Walker,Regulatory Reporting Analyst,Citigroup Global Markets Inc. Florence KY 4600 Houston Rd,,,Salesforce
10647005,,Sterling Warburton,,,sterling.warburton@raymondjames.com,,List Import
10941326,Inactive Investor,Matthew Fletcher,,LPL Financial LLC Westford MA 234 Littleton Rd,matthew.fletcher@lpl.com,,Salesforce
11254340,Inactive Investor,Raul Vasquez,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,,,Salesforce
214320,,Jason Green,,n/a,jaso.gree@gmail.com,347-994-9824,
9547917,,Keola Elobt,,,elobt.keola@principal.com,,List import
11048875,Inactive Investor,Brian Greenwell,Chief Compliance Officer;Managing Member;President,"Greenwell Capital Management, LLC",,,Salesforce
10790478,Inactive Investor,Janelle Soto,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",janelle_soto@ml.com,,Salesforce
10794335,Inactive Investor,Brian Danelian,,"Kestra Investment Services, LLC Burbank CA 4450 W Lakeside Dr",,,Salesforce
11198006,Inactive Investor,Richard Rella,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",rkneller@stifel.com,,Salesforce
11124960,Inactive Investor,Byron Posadas,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Naples FL 5801 Pelican Bay Blvd",byron.posadas@wellsfargoadvisors.com,,Salesforce
10915790,Inactive Investor,Catherine Morrison,,"Wells Fargo Advisors Financial Network, LLC New Braunfels TX Private Residence",catherine.morrison@wfafinet.com,,Salesforce
10947655,Inactive Investor,Seth Lempke,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11096650,Inactive Investor,William Raney,,Cetera Advisor Networks LLC Grundy Center IA 510 F Ave,raneyw@ceteranetworks.com,,Salesforce
9584158,,Colleen Farley,,,colleen@robbinsfarley.com,,List import
213297,,Jeff Campbell,CEO,Standard 1870 Inc.,jcampbell1870@gmail.com,,
11195040,Inactive Investor,Melissa Politi,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",melissa.politi@ml.com,,Salesforce
10798406,Inactive Investor,Donald Beesley,Financial Advisor;Owner;Senior Vice President,"Centennial Securities Company, Inc.",don@centennialsec.com,,Salesforce
10615668,,Brian Waller,,,brian.waller@53.com,,List Import
10921714,Inactive Investor,Cherry Mae Lerio,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 14590 Biscayne Blvd,cherry.lerio@chase.com,,Salesforce
11190136,Inactive Investor,Noah Morris,Financial Advisor,LPL Financial LLC,noah.morris@lpl.com,,Salesforce
11120837,Inactive Investor,Ellen Singer,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",ellen.singer@nm.com,,Salesforce
10963702,Inactive Investor,Bradley Leeper,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,bradley.leeper@fidelity.com,,Salesforce
11189951,Inactive Investor,Thaddeus Cook,Vice President,Searle & Co.,tcook@searleco.com,,Salesforce
11093798,Inactive Investor,Cody Dailey,Financial Advisor,Edward Jones San Marcos TX 102 Wonder World Dr,cody.dailey@edwardjones.com,,Salesforce
11120430,Inactive Investor,Lara Stehlik,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,lara.stehlik@fmr.com,,Salesforce
224641,,Eva Meier,,[Unknown],janinaevina@hotmail.com,,Direct
10914095,Inactive Investor,Hope Bennett-Brown,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 9 Park Center Dr",,,Salesforce
10659590,,Allison Mead,,,allison.m.mead@morganstanley.com,,List Import
10828159,Inactive Investor,Steven Knowles,Financial Advisor,"Ameriprise Financial Services, LLC Albertville AL 299 Al Hwy 75 N",steven.r.knowles@ampf.com,,Salesforce
11034540,Inactive Investor,Eric Fishman,,PFS Investments Inc. Brandon FL 1458-A Oakfield Dr,eric.fishman@primerica.com,,Salesforce
118294,,Jeff Minsona,,[Unknown],jeffminsonaleba@gmail.com,,source
10814089,Inactive Investor,James Olivo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",james_olivo@ml.com,,Salesforce
11158667,Inactive Investor,Joseph Webber,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC State College PA 366 Walker Dr",joseph.webber@wellsfargoadvisors.com,,Salesforce
9597855,,William Liu,,,crypvalue@gmail.com,,List import
11057553,Inactive Investor,Kirk Miller,,"Grove Point Investments, LLC Folly Beach SC Private Residence",,,Salesforce
10850984,Inactive Investor,Thomas Klingman,Wealth Advisor,"Klingman and Associates, LLC",tklingman@klingmanria.com,,Salesforce
11087034,Inactive Investor,Daniel Kapeller,Associate Representative,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,daniel.kapeller@thrivent.com,,Salesforce
11185793,Inactive Investor,James Work,,"Allstate Financial Services, LLC Morgantown WV 411 Oakland St",jameswork@allstate.com,,Salesforce
11160323,Inactive Investor,Kaylin Bryant,,NYLIFE Securities LLC San Ramon CA 2633 Camino Ramon,desprezk@ft.newyorklife.com,,Salesforce
10659113,,Ana Villarreal,,,ana.villarreal@morganstanley.com,,List Import
10841370,Inactive Investor,Allison Schmidt,Financial Advisor,Higgins & Schmidt Wealth Strategies LLC,allison@hdwscolorado.com,,Salesforce
10839295,Inactive Investor,Katharine Hawkins,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,katharine.m.finley@jpmorgan.com,,Salesforce
343212,,Ashish Batra,Chief Financial Officer,"Altum Capital Management, Llc",ashish.batra@altumcredit.com,212-317-4000,Manual List Upload
243384,,Alan Illing,Chief Technology Officer,BridgeFT,alan@bridgeft.com,13125171000,Manual List Upload
9584511,,Michael Brandt,,,mike.brandt@voya.com,,List import
10761102,Inactive Investor,Andrew Perlman,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Duluth GA 2160 Satellite Blvd,andrew.perlman@morganstanley.com,,Salesforce
1617887,,Adam Bartok,,[Unknown],cryptoscavo@protonmail.com,,
11124031,Inactive Investor,Michael Gray,Investment Advisor,LPL Financial LLC Corvallis OR 310 NW 7th St,michael.gray@lpl.com,,Salesforce
11074729,Inactive Investor,Jeremy Day,Associate,Edward Jones Logan UT 135 N Main St,,,Salesforce
10919274,Inactive Investor,Dong Choi,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",dong.choi@ampf.com,,Salesforce
10997382,Inactive Investor,John Bailey,,PFS Investments Inc. Pearland TX 1506 Broadway St,john.bailey@primerica.com,,Salesforce
10918442,Inactive Investor,Edmund Adomaites,,Cetera Advisor Networks LLC Jericho NY 410 Jericho Tpke,,,Salesforce
338472,,John Samoska,Chief Financial Officer,"Shellback Capital, Lp",jsamoska@shellback.com,617-204-5500,Manual List Upload
9603395,,Hande Glenn,,,handeiscen@gmail.com,,List import
9589114,,Jack Iacovone,,,jiacovone@needhamco.com,,List import
66105,,Anthony Frei,Financial Consultant,Thrivent Investment Management Inc.,anthony.frei@thrivent.com,509-924-6065,
9605470,,daksdhak jdakgda,,,dkjayd@gmail.com,,List import
10808181,Inactive Investor,Keith Padilla,Financial Professional,"MML Investors Services, LLC Albuquerque NM 8100 Lang Ave NE",kpadilla@financialguide.com,,Salesforce
11066386,Inactive Investor,James McCormick,Consulting Group Advisory Director,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,james.mccormick@morganstanley.com,,Salesforce
9640312,,Joel Bryan,,,joel.bryan@medstar.net,,List import
53494,,Georgi Georgiev,,Nalu,georgi@nalu.fund,,
9640174,,Steve Knapp,,,sknapp@amtrustgroup.com,,List import
11085663,Inactive Investor,Edward Moore,Financial Advisor,"Raymond James & Associates, Inc. Cartersville GA 100 W Cherokee Ave",bart.moore@raymondjames.com,,Salesforce
11283162,,Branch Diana,,,mikie33willys@gmail.com,,Web Form Fillout
11068342,Inactive Investor,Maria Montero-Chin,,"Equitable Advisors, LLC Brooklyn NY 122 Ashland Pl",maria.montero@equitable.com,,Salesforce
10936539,Inactive Investor,Steven Van Wie,Financial Planner,Van Wie Financial,steven@vanwiefinancial.com,,Salesforce
11050669,Inactive Investor,Thomas Sekeres,,"MML Investors Services, LLC",,,Salesforce
10827206,Inactive Investor,April Lesicki,Client Concierge;Paraplanner,"Ameriprise Financial Services, LLC Kalamazoo MI 6800 W Q Ave",april.a.lesicki@ampf.com,,Salesforce
11113103,Inactive Investor,Theodore Tiger,,"Cambridge Investment Research, Inc. Winthrop MA Private Residence",,,Salesforce
9632374,,anthony cacaj,,,cacajanton@gmail.com,,List import
10757790,Inactive Investor,Brent Scott,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,brent.scott@fidelity.com,,Salesforce
222373,,Donald Weis,Managing Partner,Eagle Strategies LLC,dweis@ft.newyorklife.com,845-569-8200,
9555184,,Price Foulger,,,pfoulger@yahoo.com,,List import
10905340,Inactive Investor,Cole Adaskaveg,Financial Advisor,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
9564609,,michael keating,,,mgkeats@gmail.com,,List import
9564776,,Fritz Benjamin Boeden,,,fritzbboeden1@live.de,,List import
11114240,Inactive Investor,Avi Singh,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10998103,Inactive Investor,Gregory Ecklund,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",greg.ecklund@nm.com,,Salesforce
11177058,Inactive Investor,Gary Packnick,,Cetera Advisor Networks LLC Lebanon NH Private Residence,,,Salesforce
11008054,Inactive Investor,Christopher Johnson,Financial Advisor,Thrivent Investment Management Inc. Logan OH 107 S Market St,,,Salesforce
11146636,Inactive Investor,John Flaherty,,"Osaic Wealth, Inc. Chicago IL 141 W Jackson Blvd",,,Salesforce
9587541,,Jennifer Kim,,,jen.kim@voya.com,,List import
11170477,Inactive Investor,Claude Clay,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,claude.clay@fidelity.com,,Salesforce
10761327,Inactive Investor,Jodi Duplain,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",jodi.k.duplain@wellsfargoadvisors.com,,Salesforce
9611223,,Virgil King King,,,virgilr@yahoo.com,,List import
10846583,Inactive Investor,Jerrad Popp,Regional Vice President,PFS Investments Inc. Urbandale IA 3220 100th St,jerrad.popp@primerica.com,,Salesforce
10928669,Inactive Investor,Rafe Du Bois,Financial Advisor,Edward Jones Bentonville AR 13020 Hwy 71 N,rafeann.dubois@edwardjones.com,,Salesforce
9556984,,Todd Bolton,,,todd.bolton@suntrust.com,,List import
9558512,,Keith Lerner,,,lerner.keith@principal.com,,List import
10927974,Inactive Investor,Kevin Mei,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10646541,,Ryan Rozniakowski,,,ryan.rozniakowski@ubs.com,,List Import
9619549,,Corey Chapman,,,coreychapman285@gmail.com,,List import
11070693,Inactive Investor,Stephanie Clarke,,"Wells Fargo Clearing Services, LLC New York NY 180 Madison Ave",,,Salesforce
11074848,Inactive Investor,John Purrington,Chief Executive Officer;Partner,"Armor Investment Advisors, LLC",jpurrington@armorinvestmentadvisors.com,,Salesforce
9578877,,Peter Lewis,,,plewis@murphycapital.com,,List import
11255454,Inactive Investor,Clifford Taylor,Financial Planner;Investment Advisor Representative,"Values First Advisors, Inc.",cliff@valuesfirst.com,,Salesforce
9625689,,Christian Campos,,,ccavanagh@finova.com.ar,,List import
11183146,Inactive Investor,Kon Son,Chief Financial Officer;Director;Shareholder,Team Elevated Asset Management,,,Salesforce
10777026,Inactive Investor,Bryan Adkison,,"Frost Brokerage Services, Inc. Mansfield TX 1000 N Walnut Creek Dr",badkison@frostbank.com,,Salesforce
145,,,,,18760495463@189.cn,,
243353,,Ryan McKean,Business Development Officer,Bitwise Asset Management,ryanm@bitwiseinvestments.com,14807035032,Manual List Upload
10612551,,Michael Bartolotta,Financial Advisor,,michael.bartolotta@ampf.com,,List Import
11033119,Inactive Investor,Seth Carlson,Financial Advisor,Edward Jones Waterville ME 22 Common St,seth.carlson@edwardjones.com,,Salesforce
9579410,,Terry White,,,tlw@sunwesttrust.com,,List import
10752789,Inactive Investor,Michael Rosen,,"The Investment Center, Inc. Farmington MI 31000 Northwestern Hwy",mrosen@investmentctr.com,,Salesforce
10508096,,am ma,,,amayson+grayscale@gmail.com,,Web Form Fillout
10913246,Inactive Investor,Stacy Roggensack,Compliance Specialist;Member;Owner;Supervisor,Savant Wealth Management,sroggensack@savantwealth.com,,Salesforce
11161666,Inactive Investor,Daniel Zufall,,Park Avenue Securities LLC Paynesville MN Private Residence,daniel_zufall@glic.com,,Salesforce
372078,,A Amran Amir,,Turkey,aldjsjsjsjjs@gmail.com,,Salesforce
234113,, -,,[[Unknown]],acbudd@hotmail.com,,Organic Search
11211236,Inactive Investor,Daniel La Page,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",daniel.lapage@wellsfargo.com,,Salesforce
11097518,Inactive Investor,Richard Harvey,Investment Advisor Representative,"Independent Advisor Alliance, LLC Greensboro NC 445 Dolley Madison Rd",,,Salesforce
9624659,,Neil Schiller,,,neil.schiller@liquidassets.net.au,,List import
11047687,Inactive Investor,Robert Zoda,Chief Compliance Officer;Managing Member,"Zoda Financial, LLC",davidzoda@zodafinancial.net,,Salesforce
11135881,Inactive Investor,Robert Ely,,LPL Financial LLC Saratoga Springs NY 295 Broadway,robert.ely@lpl.com,,Salesforce
245686,,Alex Budzon,CFP,Wealth Advisors Group,alexb@wealthag.com,260 4377418,Manual List Upload
204320,,Christopher Knight,Managing Director And Chief Compliance Officer,Cornerstone Wealth Planning,cknight@cornerstone4planning.com,704-849-0123,Manual List Upload
10922913,Inactive Investor,Jordan Rodriguez,,"Cambridge Investment Research, Inc. Beachwood OH 3401 Enterprise Pkwy",,,Salesforce
10695956,,Douglas Flaherty,,Bolton Global Capital,dflaherty@boltonglobal.com,,List Import
11020921,Inactive Investor,Courtney Balza,,Country Capital Management Company Lynnwood WA 4630 200th St SW,courtney.balza@countryfinancial.com,,Salesforce
10696071,,Esther Kuznetz,,STAR Financial Solutions,esther@starfinancialsolutions.com,,List Import
10968197,Inactive Investor,Tyrin Mcrae,,Fidelity Brokerage Services LLC,,,Salesforce
11058512,Inactive Investor,Jeffrey McClaugherty,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 2501 Blue Ridge Rd",jeffrey.b.mcclaugherty@ampf.com,,Salesforce
10783907,Inactive Investor,Jeffrey Cashmore,Investment Advisor,"Members Advisory Group, LLC",jcashmore@membersadvgrp.com,,Salesforce
11143011,Inactive Investor,Charmain Valencia,,"Charles Schwab & Co., Inc.",,,Salesforce
10933142,Inactive Investor,Joann Spera,,Lincoln Investment Belmont MA 4 Hill Rd,jspera@lincolninvestment.com,,Salesforce
10995750,Inactive Investor,Rick Cruz,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rick_cruz@vanguard.com,,Salesforce
11237876,Inactive Investor,Bruin Jones,,"Dunham & Associates Investment Counsel, Inc.",bruin.jones@dunham.com,,Salesforce
9560989,,Thad Langford,,,tlangford@flyovercapital.com,,List import
10968541,Inactive Investor,Anne Feldman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11197604,Inactive Investor,Mark Kleespies,Chief Marketing Officer;Owner;Shareholder;Wealth Advisor,Thor Wealth Management Inc,mkleespies@thorinvestment.com,,Salesforce
9645210,,Jon Bachmann,,,jpbachmann@yahoo.com,,List import
9596515,,Gregory Hyman,,,gmh@bluefincapital.com,,List import
11129273,Inactive Investor,Michael Hoffman,,"Ameritas Investment Company, LLC Folsom CA 620 Coolidge Dr",michael.hoffman@ameritas.com,,Salesforce
11132707,Inactive Investor,Robert Savage,Financial Advisor;Vice President,LPL Financial LLC Tucson AZ 10718 N Oracle Rd,robert.savage@lpl.com,,Salesforce
10955887,Inactive Investor,Katherine Kester,Lead Advisor,Brighton Jones LLC,katherine.kester@brightonjones.com,,Salesforce
10933780,Inactive Investor,Robert Murphy,,LifeMark Securities Corp. Garden City NY Private Residence,rmurphy@lifemark.com,,Salesforce
10787987,Inactive Investor,Whitney Grayson,,The O.N. Equity Sales Company Fishers IN 9865 E 116th St,,,Salesforce
9581571,,Scott Italiaander Italiaander,,,scottitaliaander@gmail.com,,List import
9611149,,Stephen Gasparek,,,stephen@prosperexperiential.com,,List import
11210537,Inactive Investor,John Stevenson,,Goldman Sachs & Co.,john.stevenson@gs.com,,Salesforce
9610114,,PETER KANE,,,pokoneill@yahoo.com,,List import
10789104,Inactive Investor,William Roach,,NYLIFE Securities LLC Duluth MN Private Residence,wroach@ft.newyorklife.com,,Salesforce
9639710,,Didi Salmon,,,dsalmon@nas.edu,,List import
11196768,Inactive Investor,Ryan Manalang,,J.P. Morgan Securities LLC New York NY 810 7th Ave,,,Salesforce
9466697,,Thomas B Spear,,Thomas Spear,tomspear@hotmail.com,,Paid Search
11169537,Inactive Investor,Zachary Rahrs,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11260294,Inactive Investor,Mark Loop,Financial Advisor,LPL Financial LLC Longwood FL 407 Wekiva Springs Rd,mark.loop@lpl.com,,Salesforce
9559813,,Armen Pogosyan,,,arrmo@mail.ru,,List import
9584696,,TAESIK Um,,,recardo82@naver.com,,List import
10766465,Inactive Investor,Scott Baker,Branch Manager;Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Hilton Head Island SC 600 Main St,scott.baker@morganstanley.com,,Salesforce
10810372,Inactive Investor,Mark Libersher,,LPL Financial LLC New Rochelle NY 56 Harrison St,mark.libersher@lpl.com,,Salesforce
9582895,,Ingrid Da Silva de Souza,,,ingridiihh.96@gmail.com,,List import
11001551,Inactive Investor,Taofeek Akiolu,,Standard Chartered Securities North America LLC,,,Salesforce
11025797,Inactive Investor,Rebecca Richerson,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",rebecca.richerson@ml.com,,Salesforce
11106321,Inactive Investor,Corley Spears,,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,lindy.spears@ubs.com,,Salesforce
10979884,Inactive Investor,Darla Wise,Partner;Wealth Manager,Merit Financial Advisors Williamsport PA 2350 E 3rd St,dwise@meritfa.com,,Salesforce
9619107,,Matthew Driscoll,,,matt_driscoll@jwhmail.com,,List import
10890844,Inactive Investor,Shannon King,Personal Banker,"Wells Fargo Clearing Services, LLC Sarasota FL 8595 S Tamiami Trl",shannon.c.king@wellsfargo.com,,Salesforce
10773250,Inactive Investor,Michael Wilhelm,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",m.wilhelm@wellsfargoadvisors.com,,Salesforce
10989818,Inactive Investor,Gerardo Ramos,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
9597039,,Andrew Pillersdorf,,,ahpillersdorf@gmail.com,,List import
9549435,,Edwin Griswold,,,ed.griswold@ifpadvisor.com,,List import
9604923,,Christian PERSON,,,pdg@umalis.fr,,List import
9608834,,Nicarlo Graham,,,bullflag213@gmail.com,,List import
9616210,,Charles Hine,,,charles.hine@gmail.com,,List import
11175300,Inactive Investor,Andrew Ober,,"Raymond James Financial Services, Inc. Neptune NJ 3600 State Rte 66",andrew.ober@raymondjames.com,,Salesforce
10798428,Inactive Investor,Kyle Wilsey,Financial Advisor,Edward Jones Reno NV 3640 Mayberry Dr,kyle.wilsey@edwardjones.com,,Salesforce
11223064,,Eric Kearney,,,ekearney@retirementwealthadvisors.com,,List Import
10819914,Inactive Investor,Wilson Phipps,,Commonwealth Financial Network Annapolis MD 1610 West St,pwilson@commonwealth.com,,Salesforce
10487519,,Robert Calandro,"Associate Vice President, Financial Advisor, Senior Vice President",Morgan Stanley,chris.calandro@morganstanley.com,,List Import
10841656,Inactive Investor,Steven McEvilly,,"BFC Planning, Inc. Winter Park FL Private Residence",,,Salesforce
10811117,Inactive Investor,Maria Forero,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",maria.forero@raymondjames.com,,Salesforce
9591093,,Anthony Siconolfi,,,asiconolfi@thewealthalliance.com,,List import
10946156,Inactive Investor,Crystal Compton,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10803432,Inactive Investor,Jason Land,Financial Advisor,Edward Jones Elko NV 475 8th St,jason.land@edwardjones.com,,Salesforce
372985,,Dov Paz,,[Unknown],mailboxq@gmail.com,,source
10848835,Inactive Investor,Clinton Stull,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",clinton.stull@nm.com,,Salesforce
230588,, -,,[[Unknown]],1362502340@qq.com,,Organic Search
9552909,,Matthew Thompson,,,thompson.matthew@ntrs.com,,List import
373741,,raweewut chaiporntakoonkit,,[Unknown],raweewut@hotmail.com,,source
11056285,Inactive Investor,Liam Dougherty,,Citigroup Global Markets Inc.,,,Salesforce
10957688,Inactive Investor,Arnulfo Venegas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Las Vegas NV 1933 W Craig Rd",arnulfo.venegas@ml.com,,Salesforce
10948939,Inactive Investor,Thomas Walters,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,thomas.walters@fidelity.com,,Salesforce
11148643,Inactive Investor,Rosa Sang,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",rosa.sang@prudential.com,,Salesforce
11048503,Inactive Investor,Jeff Bruun,Financial Advisor,"Wells Fargo Clearing Services, LLC Phoenix AZ 655 E Thunderbird Rd",jeff.bruun@wellsfargo.com,,Salesforce
10938865,Inactive Investor,Byron Hofman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10909767,Inactive Investor,Jessica Scacciotti,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jessica.scacciotti@jpmorgan.com,,Salesforce
10805924,Inactive Investor,Albert Massey,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,amassey@ft.newyorklife.com,,Salesforce
10916351,Inactive Investor,Travon Hobbs,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,travon.hobbs@jpmorgan.com,,Salesforce
9574160,,Joseph Svingala,,,joe.svingala@gaia.com,,List import
10679663,,Lazaro Almeida,,,lazaroalmeid951@gmail.com,,Web Form Fillout
11205400,Inactive Investor,David Do,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",david.e.do@wellsfargo.com,,Salesforce
11065127,Inactive Investor,Rahn Singer,,"Avantax Investment Services, Inc. Hackettstown NJ 486 Schooleys Mountain Rd",,,Salesforce
10901335,Inactive Investor,Ivan Herrera,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",ivan.herrera@schwab.com,,Salesforce
10939435,Inactive Investor,Eleanor Blaylock,,"Ameritas Investment Company, LLC Shreveport LA 6969 Fern Loop",eleanor.blaylock@ameritas.com,,Salesforce
11128765,Inactive Investor,Amy Hollon,,"Osaic Wealth, Inc. Independence MO 14810 E 42nd St S",,,Salesforce
10922153,Inactive Investor,Heather Bridges,Vice President,LPL Financial LLC Fort Worth TX 1200 Summit Ave,heather.bridges@lpl.com,,Salesforce
11135228,Inactive Investor,Jennifer Mckasson,,"Horace Mann Investors, Inc. Lynnwood WA 19105 36th Ave W",j.mckasson@horacemann.com,,Salesforce
10849707,Inactive Investor,Amos Mayne,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11070666,Inactive Investor,Neil Siegel,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. Ketchum ID 111 S Main St",neil.siegel@usbank.com,,Salesforce
11101974,Inactive Investor,Crissy Wright,Financial Advisor,Edward Jones Bella Vista AR 3467 Bella Vista Way,,,Salesforce
11021005,Inactive Investor,Ariana Ofogh,,J.P. Morgan Securities LLC Danville CA 661 San Ramon Valley Blvd,ariana.ofogh@jpmorgan.com,,Salesforce
11019722,Inactive Investor,Collin Mcinnish,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,,,Salesforce
10832499,Inactive Investor,Susan Chandler,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Lakeland FL Private Residence,susan.chandler@opco.com,,Salesforce
10995161,Inactive Investor,Cassandra Sanchez,Investment Advisor,Fisher Investments,,,Salesforce
11094070,Inactive Investor,Julia Johnson,,State Farm VP Management Corp. Auburn WA 3450 S 344th Way,,,Salesforce
11211539,Inactive Investor,Yesica Jimenez,,J.P. Morgan Securities LLC Whittier CA 15625 Whittier Blvd,yesica.jimenez@jpmorgan.com,,Salesforce
217623,,Kathaliya R.,,[Unknown],r.kathaliya@gmail.com,,Direct
11091153,Inactive Investor,Brett Loeb,Financial Advisor,Edward Jones Cloquet MN 807 Cloquet Ave,brett.loeb@edwardjones.com,,Salesforce
11129122,Inactive Investor,Timothy Frohberg,,"Avantax Investment Services, Inc. Hauppauge NY 1300 Veterans Hwy",,,Salesforce
11010038,Inactive Investor,Connor Merrigan,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",connor.merrigan@raymondjames.com,,Salesforce
11075741,Inactive Investor,Adrienne Monka,,"Sanctuary Securities, Inc. Indianapolis IN 9340 Priority Way West Dr",amonka@sanctuarywealth.com,,Salesforce
10998139,Inactive Investor,Anthony Sessa,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,amsessa@ft.newyorklife.com,,Salesforce
10902649,Inactive Investor,Weston Meythaler,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11148482,Inactive Investor,Vincent Roney,,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",vincent.roney@tiaa.org,,Salesforce
110209,,Tom Dickman,,personal,tdickman@gmail.com,513-201-5808,
10822994,Inactive Investor,Michael Ingram,Partner;Wealth Advisor,Octavia Wealth Advisors LLC San Diego CA 7676 Hazard Center Dr,mingram@octaviawa.com,,Salesforce
9624264,,Fred Wagner,,,fred@redstem.com,,List import
10875535,Inactive Investor,Todd Lensman,President,"FO Investments, LLC",tlensman@fo-fm.com,,Salesforce
223634,,John Wesley Weaver Jr,,[Unknown],jwweaver58@gmail.com,,Direct
54807,,Lane Bucklan,"Chief Operating Officer, General Counsel, Chief Compliance Officer, Executive Committee Member",Iridian Asset Management Llc,lbucklan@iridian.com,203-341-7800,Manual List Upload
10787432,Inactive Investor,Timothy Occhiuto,,"Mutual of Omaha Investor Services, Inc. Canon City CO 1310 Main St",tim.occhiuto@mutualofomaha.com,,Salesforce
225614,, -,,[[Unknown]],pewright@ft.newyorklife.com,,Initial Salesforce Import
230562,, -,,[[Unknown]],thuybs1810@gmail.com,,Paid Social
11111104,Inactive Investor,Brantley Faulkner,Founder;President,"Faulkner Investment Services, LLC Bellingham WA 1010 Harris Ave",,,Salesforce
10905908,Inactive Investor,Alice Barton,,"Empower Financial Services, Inc Denver CO 2960 Simms St",alice.barton@empower.com,,Salesforce
10960569,Inactive Investor,Casey Quinn,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10982139,Inactive Investor,Minjoo Jeong,,J.P. Morgan Securities LLC Vista CA 1641 S Melrose Dr,minjoo.jeong@chase.com,,Salesforce
11076487,Inactive Investor,Sean Giles,Senior Financial Advisor,StrategicPoint Investment Advisors LLC,sgiles@strategicpoint.com,,Salesforce
11089040,Inactive Investor,Valerie Coffey,Senior Wealth Manager,"Desert Rose Capital Management, Inc. Spokane WA Private Residence",valerie@desertrosecapital.com,,Salesforce
10789741,Inactive Investor,Steven Motta,,Cetera Financial Specialists LLC Lake Zurich IL 3291 Monitor Ln,steven.motta@ceterafs.com,,Salesforce
161079,,R Guil,,[Unknown],rguilmartin@gmail.com,,Paid Social
11070772,Inactive Investor,Schuyler Marin,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",schuyler.marin@schwab.com,,Salesforce
208948,,Hamid Moghadas,,[Unknown],hamidmoghaddas@gmail.com,,source
9541935,,Padmini GovindaRajan,,,paddu2406@gmail.com,,List import
372277,,Sthembiso Linda,,South Africa,mlawujnr2708@gmail.com,,Salesforce
11066276,Inactive Investor,Thomas Hofbauer,,"Cambridge Investment Research, Inc. Bryan OH 516 E High St",,,Salesforce
9553059,,laurent marien,,,marienlaurent@hotmail.com,,List import
11199136,Inactive Investor,Matt Kacer,,"Brokers International Financial Services, LLC. Altoona IA 101 2nd St SE",mkacer@brokersifs.com,,Salesforce
9625223,,Robert Ward,,,row47@aol.com,,List import
11100446,Inactive Investor,Bretton Williams,,Saxon Financial Group,brett@saxonfinancialgroup.com,,Salesforce
9622535,,Edward Chun,,,edwardchun98@gmail.com,,List import
9647013,,Harry Grimshaw,,,harry.moore@wellsfargoadvisors.com,,List import
11159587,Inactive Investor,William Hicks,Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Knoxville TN 800 S Gay St,william.hicks@ubs.com,,Salesforce
11080751,Inactive Investor,Daniel Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",,,Salesforce
11206990,Inactive Investor,Eric Pettus,Chief Compliance Officer;Founder;Managing Partner;President,"Pettus & Dawkins Financial Group, LLC",epettus@pdfgi.com,,Salesforce
9586783,,Dylan Shepherd,,,dylan.shepherd@lfg.com,,List import
11112226,Inactive Investor,Elaine Rodriguez,,J.P. Morgan Securities LLC San Diego CA 10541 Scripps Poway Pkwy,,,Salesforce
10862235,Inactive Investor,Lisa Matthews,,Morgan Stanley Boston MA 28 State St,lisa.matthews@morganstanley.com,,Salesforce
11154705,Inactive Investor,Sylvan Garfunkel,,Citigroup Global Markets Inc. Cedarhurst NY 530 Central Ave,jonathan.garfunkel@citi.com,,Salesforce
9636420,,Amy Howell,,,ahowell@capital-invest.com,,List import
10875943,Inactive Investor,Sydney Verdi Samuelson,Financial Advisor,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,sverdi@rwbaird.com,,Salesforce
11002760,Inactive Investor,Summer Mosher,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",,,Salesforce
343916,,Christopher James,Chief Operating Officer,Blackstone Tactical Opportunities Advisors L.l.c.,christopher.james@blackstone.com,212-583-5000,Manual List Upload
10857636,Inactive Investor,Manuel Rezendes,Chief Compliance Officer;Managing Member;Member,Bountiful Investment Management LLC,mrezendes@euclidadvisors.com,,Salesforce
10805899,Inactive Investor,Peter Junggren,Executive Financial Services Director;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Hartford CT 225 Asylum St,peter.junggren@morganstanley.com,,Salesforce
11187025,Inactive Investor,Kim Campbell,Financial Advisor;Financial Planner,LPL Financial LLC Arlington TX Private Residence,kim.campbell@lpl.com,,Salesforce
10928091,Inactive Investor,Meegan Yates,,"Horace Mann Investors, Inc. Lebanon VA 226 W Main St",meegan.potts@horacemann.com,,Salesforce
10900461,Inactive Investor,Julia Moody,,"Truist Investment Services, Inc. Acworth GA 1755 Mars Hill Rd NW",julie.moody@truist.com,,Salesforce
11157599,Inactive Investor,James Dickman,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jim.dickman@schwab.com,,Salesforce
11040024,Inactive Investor,Stephen Sassano,,"Dinosaur Financial Group, L.L.C",ssassano@dinogroup.com,,Salesforce
10985611,Inactive Investor,Rebecca King,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",rebecca.e.king@nm.com,,Salesforce
10779936,Inactive Investor,Robert Biggers,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,robert.biggers@morganstanley.com,,Salesforce
11184314,Inactive Investor,James Tobias,Financial Associate,Thrivent Investment Management Inc. Warrenton VA 205A Keith St,james.tobias@thrivent.com,,Salesforce
9552091,,Siama Shaffi,,,terrysaleen@gmail.com,,List import
11147627,Inactive Investor,Brenda Kelley,Financial Planning Consultant,"Raymond James & Associates, Inc. Burlington VT 40 Main St",brenda.kelley@raymondjames.com,,Salesforce
11175201,Inactive Investor,Alexander Parisis,Private Client Advisor;Senior Vice President - Investments,J.P. Morgan Securities LLC Ramsey NJ 555 N Franklin Tpke,alexander.x.parisis@jpmorgan.com,,Salesforce
11238638,Inactive Investor,Liz,,"Dw Management Services, LLC",liz@dwhp.com,,Salesforce
10860827,Inactive Investor,Mitchell Bland,Financial Planner,"Osaic FA, Inc. Columbus OH 7650 Rivers Edge Dr",mitch.bland@lfg.com,,Salesforce
10907832,Inactive Investor,Nayan Shah,Owner,Spotlight Asset Group,,,Salesforce
11204297,Inactive Investor,Michael Fielder,,Heritage Oak Wealth Advisors Rogers AR 5500 W Walsh Ln,,,Salesforce
10989176,Inactive Investor,Emma Labor,,PFS Investments Inc. Union NJ 1767 Morris Ave,elabor@primerica.com,,Salesforce
11063123,Inactive Investor,David Chapman,Chief Compliance Officer;Financial Advisor;Managing Member,DFS Capital Management,dchapman@dfscapitalmanagement.com,,Salesforce
10753204,Inactive Investor,Sara Hagen,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",,,Salesforce
1002495,Inactive Investor,Matthew Craig,Senior Research Analyst,Tufts University Investment Office,mcraig@invoff.trustees.tufts.edu,(617) 627-4883,Database Upload
10884070,Inactive Investor,Ann D'Amato,,J.P. Morgan Securities LLC Indialantic FL 503 5th Ave,annmarie.damato@chase.com,,Salesforce
10875298,Inactive Investor,David Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10858945,Inactive Investor,Laura Kogen,,Fidelity Brokerage Services LLC,laura.kogen@fidelity.com,,Salesforce
10836073,Inactive Investor,David Rothstein,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 530 W Spring St",david.rothstein@ampf.com,,Salesforce
11181972,Inactive Investor,Kristen Gardner,,"Truist Investment Services, Inc. South Hill VA 212 E Atlantic St",kristengardner@truist.com,,Salesforce
11177985,Inactive Investor,Diego Gordillo,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,diego.gordillo@jpmorgan.com,,Salesforce
10858041,Inactive Investor,James Lowry,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",jim.lowry@ml.com,,Salesforce
384,,,,,yanker3434@centrum.cz,,
11056478,Inactive Investor,Benjamin Mayo,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,benjamin.mayo@jpmorgan.com,,Salesforce
9604698,,Steve Kim,,,steveykim813@gmail.com,,List import
11199754,Inactive Investor,Jacob Koren,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11168519,Inactive Investor,Jeffrey Grimsley,,"American Fidelity Securities, Inc.",scott.grimsley@americanfidelity.com,,Salesforce
11043230,Inactive Investor,Michael Silverio,Assistant Vice President,LPL Financial LLC Alpharetta GA Private Residence,michael.silverio@lpl.com,,Salesforce
9639220,,Randall Rovira,,,rrovira@local60.com,,List import
337177,,Frederic Bezolles,,[Unknown],frederic.bezolles@am.diginex.com,,Organic Search
11020587,Inactive Investor,Betsy Hutchins,Chief Compliance Officer;Owner,Forward Financial Planning,,,Salesforce
11219410,,Brian Parris,,,bparris@vanfin.com,,Other
10488412,,Amanda Rubalcava,,Rockefeller Financial LLC,arubalcava@rockco.com,,List Import
11220677,,Kimberly Grimes,,,kimberly_grimes@vanguard.com,,Other
10619685,,Beth Satterfield,,,bsatterfield@williamblair.com,,List Import
9543327,,Richard Rojeck,,,richard.rojeck@lfg.com,,List import
11110796,Inactive Investor,Katherine Owens,Senior Client Associate,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",katie.owens@wfadvisors.com,,Salesforce
10946340,Inactive Investor,Andrew Holloway,Chief Compliance Officer;Chief Financial Officer;Controller;Regulatory Contact,America First Investment Advisors LLC,dholloway@am1st.com,,Salesforce
10998872,Inactive Investor,Luis Romeu,,J.P. Morgan Securities LLC Houston TX 600 Travis St,luis.romeu@jpmorgan.com,,Salesforce
10614080,,Mark Smith,"Financial Advisor, Senior Vice President - Investments",,mark.c.smith@wellsfargoadvisors.com,,List Import
10505892,,Ed Koznarek,Wealth Management Advisor,Northwestern Mutual,ed.koznarek@nm.com,630-560-4215,List import
10990404,Inactive Investor,Kirk Menard,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,kirk.menard.kydq@statefarm.com,,Salesforce
248998,,Jesse Martinez,Cofounder,Latino Startup Alliance,jesse@latinostartupalliance.org,,Manual List Upload
10923372,Inactive Investor,Carl Lindgren,Wealth Advisor,LPL Financial LLC Bellevue WA 9 Lake Bellevue Dr,carl.lindgren@lpl.com,,Salesforce
10821304,Inactive Investor,Joel Purcell,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",joel.purcell@nm.com,,Salesforce
10835644,Inactive Investor,Doak Stolz,Branch Manager;Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Midland MI 415 Rodd St",doak.stolz@stifel.com,,Salesforce
372132,,jinsoo choi,,South Korea,abechoi64@gmail.com,,Salesforce
11145294,Inactive Investor,Andrea Grant,Business Development Associate;Vice President,Morgan Stanley Lisle IL 4225 Naperville Rd,andrea.woodside@morganstanley.com,,Salesforce
9583305,,Sze Ye Chiew,,,chiew.work@gmail.com,,List import
10964196,Inactive Investor,Howard Harris,,"Black Oak Securities, Inc. Macomb IL 603 E Jackson St",,,Salesforce
11031448,Inactive Investor,Matthew Glebas,,J.P. Morgan Securities LLC Naples FL 2448 Pine Ridge Rd,,,Salesforce
10616892,,Karen Overcash,,,karen.e.overcash@jpmorgan.com,,List Import
10978176,Inactive Investor,Tet Valdez,,"Allstate Financial Services, LLC Burbank CA 2313 W Burbank Blvd",tvaldez@allstate.com,,Salesforce
11134430,Inactive Investor,Brian Brocious,Financial Advisor;Wealth Partner,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,brian.w.brocious@jpmorgan.com,,Salesforce
9545224,,Thomas Swanson,,,tom@portfoliostrategymgt.com,,List import
11032019,Inactive Investor,Aaron Jones,Financial Associate,Thrivent Investment Management Inc. Minneapolis MN 3001 Broadway St NE,aaron.jones@thrivent.com,,Salesforce
207427,,Hester M. Peirce,SEC Commissioner,U.S. Securities and Exchange Commission,dentd@sec.gov,,
334215,,Marcia Koory,Member,"Pflug Koory, Llc",mkoory@pkllc.com,402-691-0988,Manual List Upload
10812605,Inactive Investor,Jeffrey Messina,Financial Advisor,Edward Jones Metairie LA 3850 N Causeway Blvd,jeffrey.messina@edwardjones.com,,Salesforce
10931384,Inactive Investor,Jason Gould,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",jason.gould@gwrs.com,,Salesforce
9543704,,Christian Thwaites,,,cthwaites@bandjadvisors.com,,List import
11130329,Inactive Investor,Jeffrey Stein,Financial Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,jeffrey.a.stein@morganstanley.com,,Salesforce
11168137,Inactive Investor,Dylan Linsky,Financial Advisor,"Centaurus Financial, Inc. Palm Beach Gardens FL 7108 Fairway Dr",,,Salesforce
11126392,Inactive Investor,Simone Cockrell,,MWA Financial Services Inc. Irving TX 511 E John W Carpenter Fwy,simone.cockrell@modern-woodmen.org,,Salesforce
10858805,Inactive Investor,Drew McGarraugh,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Edmond OK 16311 Sonoma Park Dr",drew.s.mcgarraugh@ampf.com,,Salesforce
11063378,Inactive Investor,Michael Davidson,Financial Advisor,Hilltop Securities Inc. Monterey CA 24560 Silver Cloud Ct,michael.davidson@hilltopsecurities.com,,Salesforce
10786688,Inactive Investor,Roger Coate,,American Investors Company Ukiah CA 345 N State St,rcoate@aicrep.com,,Salesforce
10771566,Inactive Investor,Douglas Roberts,Financial Advisor,Edward Jones Basking Ridge NJ 66 S Finley Ave,douglas.roberts@edwardjones.com,,Salesforce
10864684,Inactive Investor,Jeffrey Bernstein,Chief Compliance Officer;Managing Member,Silverberg Bernstein Capital Management,jeff@silverberncap.com,,Salesforce
9616877,,Mike Griffin,,,griffinplumbing92130@yahoo.com,,List import
11205547,Inactive Investor,John Ussery,,LPL Financial LLC Longview TX 2020 Bill Owens Pkwy,john.ussery@lpl.com,,Salesforce
10942685,Inactive Investor,Samuel Clark,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10845143,Inactive Investor,Natalie Mowry,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hudson OH 10 W Streetsboro St",natalie.mowry@ml.com,,Salesforce
11048827,Inactive Investor,Hannah Perez,Chief Compliance Officer;Chief Operations Officer,"The Herbst Group, LLC",hperez@herbstgroup.com,,Salesforce
9565840,,Samantha Adams,,,samantha.adams@fmr.com,,List import
11013335,Inactive Investor,Randall Armendariz,,J.P. Morgan Securities LLC Merced CA 800 W Olive Ave,randall.armendariz@jpmorgan.com,,Salesforce
10821141,Inactive Investor,Michael Stevens,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,michael-zb.stevens@ubs.com,,Salesforce
9549777,,Shane Larson,,,shanelarson@financialguide.com,,List import
10836172,Inactive Investor,Sanford Zimmerman,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Jacksonville FL 50 N Laura St,sanford.i.zimmerman@morganstanley.com,,Salesforce
10879343,Inactive Investor,Hannah Foster,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",hannah.foster@ml.com,,Salesforce
10921356,Inactive Investor,Jason Klingel,,"Osaic FA, Inc. Sarasota FL 7120 Beneva Rd",jason.klingel@lfg.com,,Salesforce
9577457,,Sari Aprianti,,,sariaprianti8@gmail.com,,List import
11235889,Inactive Investor,Alicia Pilon,Investment Advisor Representative;Wealth Associate;Wealth Management Professional,"Trilogy Capital, Inc.",alicia.pilon@trilogyfs.com,,Salesforce
11117636,Inactive Investor,Paul Kuzemka,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Valparaiso IN 150 Lincolnway",paul.kuzemka@ampf.com,,Salesforce
9609981,,Yo Mama,,,yo@mama.com,,List import
10790394,Inactive Investor,Jeanette Schoenberg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",jeanette.schoenberg@ml.com,,Salesforce
373783,,David Hopkins,,[Unknown],david@doublechase.com,,source
11113731,Inactive Investor,Antonio Carrillo,,"Farmers Financial Solutions, LLC Manvel TX 20351 Hwy 6",,,Salesforce
10772277,Inactive Investor,Matthew Metzger,Financial Planning Associate;Portfolio Associate,Morgan Stanley Pittsburgh PA 1 PPG Pl,matthew.metzger@morganstanley.com,,Salesforce
10619809,,Mia Cardwell,,,merickson@rockco.com,,List Import
10823790,Inactive Investor,Derek Higgins,,"Mason Securities, Inc.",dhiggins@masoncompanies.com,,Salesforce
222004,,Chaz Velazquez,,[Unknown],chazv67@gmail.com,,Webinar
10809450,Inactive Investor,Edward Thomasco,Financial Advisor;Financial Planning Specialist;Lending Specialist;Managing Director;Portfolio Management Director,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,edward.a.thomasco@morganstanley.com,,Salesforce
9581693,,Sarah Mcginniss,,,smcginniss@savantcapital.com,,List import
225307,,Tyler Stoviak,Managing Director,JMP Securities,tstoviak@jmpsecurities.com,,
10881071,Inactive Investor,Mike Batista,Wealth Manager,Creative Planning San Diego CA 12760 High Bluff Dr,mike.batista@creativeplanning.com,,Salesforce
10940276,Inactive Investor,Svetlana Maksimovic,,"Wells Fargo Clearing Services, LLC Folsom CA 1113 E Bidwell St",svetlana.maksimovic@wfadvisors.com,,Salesforce
9552868,,Christopher Brathwaite,,,cbrathwaite@williamblair.com,,List import
10782460,Inactive Investor,Michael Deskin,Financial Advisor;First Vice President;Senior Portfolio Management Director,Morgan Stanley Madison CT 741 Boston Post Rd,michael.deskin@morganstanley.com,,Salesforce
10918375,Inactive Investor,David Byers,,"M Holdings Securities, Inc. Birmingham AL 850 Shades Creek Pkwy",,,Salesforce
9621760,,Sogol Pak,,,sogolfpak2002@gmail.com,,List import
11087003,Inactive Investor,Nichole Polster,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,nichole.polster@thrivent.com,,Salesforce
10868399,Inactive Investor,William Hanaford,Investment Advisor Representative,LPL Financial LLC Bothell WA 24000 35th Ave SE,william.hanaford@lpl.com,,Salesforce
10838299,Inactive Investor,Roger Lapierre,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",roger.lapierre@ampf.com,,Salesforce
9578200,,Mikhail Bykov,,,misha.bykov@gmail.com,,List import
11038602,Inactive Investor,Pooya Hendessi,,"Wells Fargo Clearing Services, LLC San Juan Capistrano CA 32222 Camino Capistrano",pooya.hendessi@wellsfargo.com,,Salesforce
9618660,,Will Will,,,yzw139@gmail.com,,List import
11114487,Inactive Investor,John Leano,,PFS Investments Inc. Pasadena CA 959 E Colorado Blvd,john.leano@primerica.com,,Salesforce
10794603,Inactive Investor,Kyle McLaughlin,Financial Advisor;Insurance Planning Director;Lending Specialist;Senior Portfolio Manager;Senior Vice President;Workplace Adviso,"RBC Capital Markets, LLC Cincinnati OH 2135 Dana Ave",kyle.mclaughlin@morganstanley.com,,Salesforce
9601251,,Arun Gowda,,,ag@cix.vc,,List import
1001320,Inactive Investor,Jonathan Kaplan,,Numeris Capital,jonathan@numeris.capital,,3rd Party Lead Gen
11180005,Inactive Investor,Stacey Margraves,Registered Client Associate,UBS Financial Services Inc. Erie PA 100 State St,,,Salesforce
10756690,Inactive Investor,Charles Porter,,"Benjamin F. Edwards & Company, Inc. Morristown NJ 67 E Park Pl",charles.porter@benjaminfedwards.com,,Salesforce
9681222,,huahong yuan,,,407145649@qq.com,,Web form fillout
11042689,Inactive Investor,Sarah Archer,Chief Investment Officer,Integrity Financial Corporation,sarcher@integrity.financial,,Salesforce
11133876,Inactive Investor,Steven Sellers,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,steven.sellers@opco.com,,Salesforce
10510678,,Peter Isern,Financial Advisor,Insigneo,peter.isern@insigneo.com,,List Import
11076790,Inactive Investor,Jeffrey Waters,,"CarsonAllaria Wealth Management, Ltd.",jeff.waters@carsonallaria.com,,Salesforce
11149035,Inactive Investor,George Yanez,Managing Director,"U.S. Bancorp Advisors, LLC Tempe AZ 1101 W Washington St",,,Salesforce
9575192,,John Bogucz,,,johnbogucz@wisdirect.com,,List import
39639,,Luke Cho,Account Executive Group Manager,Fisher Investments,l.cho@fi.com,,
11027034,Inactive Investor,Sonja Johnson,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,sonja.johnson@jpmorgan.com,,Salesforce
346706,,T.J. Faber,Strategic Solutions Analyst,"Independent Advisor Alliance, Llc",strategic.solutions@iaaria.com,888-430-1555,Manual List Upload
9578641,,Jeremy Lipstein,,,jlipstein@centrepartners.com,,List import
10602182,,Ratnawulan Suntoro,,,ratnawulan123@gmail.com,,Web Form Fillout
10614001,,Matthew Chang,Financial Advisor,,matthew.chang@wellsfargoadvisors.com,,List Import
10801131,Inactive Investor,David Huntley,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Springfield MA 1500 Main St,david.huntley@morganstanley.com,,Salesforce
10922294,Inactive Investor,Kassidy Ferguson,,"Raymond James Financial Services, Inc. Rapid City SD 805 Saint Cloud St",kassidy.ferguson@raymondjames.com,,Salesforce
9559816,,Marcus Norton,,,marcus.norton@securitiesamerica.com,,List import
11178918,Inactive Investor,Bryce Berryman,,J.P. Morgan Securities LLC Arlington TX 1801 SW Green Oaks Blvd,bryce.berryman@chase.com,,Salesforce
10820163,Inactive Investor,Joseph Young,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jonesboro AR 2000 Browns Ln Access Rd",clay.young@ml.com,,Salesforce
9540342,,Perla Glanzberg,,,pglanzberg@livianco.com,,List Import
242173,,Nerses Margaryan,,[Unknown],nersesmargaryan@gmail.com,,
10783508,Inactive Investor,Cynthia Green,,L.M. Kohn & Company Louisville KY 521 Barret Ave,,,Salesforce
10970078,Inactive Investor,Linh Tran,Financial Consultant,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10947299,Inactive Investor,Jackson Gardner,Financial Advisor,"Ameriprise Financial Services, LLC Tallahassee FL 1953 Thomasville Rd",jackson.gardner@ampf.com,,Salesforce
11049600,Inactive Investor,Matthew Morro,Managing Director,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,matthew.morro@ubs.com,,Salesforce
10806946,Inactive Investor,Warren Raum,Senior Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,warren.l.raum@jpmorgan.com,,Salesforce
11203446,Inactive Investor,Abraham Israeli,Financial Service Advisor,Running Point Capital Advisors LLC,,,Salesforce
11056423,Inactive Investor,Nicole Moten,,Morgan Stanley Birmingham MI 34901 Woodward Ave,nicole.moten@morganstanley.com,,Salesforce
9466530,,Collins Brown,,Collins Brown,collins.brown@gmail.com,,Organic Search
349406,,Gary Barkman,Financial Professional,"Voya Financial Advisors, Inc.",barkman@voyafa.com,518-869-0498,
10867498,Inactive Investor,Julio Sarmiento,Financial Advisor,"VALIC Financial Advisors, Inc. Gainesville FL 2114 NW 40th Ter",julio.sarmiento@valic.com,,Salesforce
11031405,Inactive Investor,Eleanor Schwendeman,,J.P. Morgan Securities LLC Grand Rapids MI 3238 Knapp St NE,,,Salesforce
9569420,,Michael Phipps,,,mjp61971@yahoo.com,,List import
11261257,Inactive Investor,Alexis Cunningham,Financial Advisor,McClarren Financial Advisors,alexis@mcclarren.com,,Salesforce
10779520,Inactive Investor,Sandra Meyer,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",sandra_e_meyer@ml.com,,Salesforce
9617331,,Jonathan Saunders,,,jsaunders@crawfordfunds.com,,List import
10917476,Inactive Investor,John Horn,Investment Advisor;Principal,Bighorn Financial,,,Salesforce
9541128,,derk kuypers,,,derkjohan@aol.com,,List import
10596779,,Scott Patterson,,,scott.patterson@aegisconsults.com,,Web Form Fillout
9567307,,Julianne Castle,,,juliecastlehmb@gmail.com,,List import
11144971,Inactive Investor,Wilfred Kullman,,Morgan Stanley New Orleans LA 1100 Poydras St,wilfred.m.kullman.iii@morganstanley.com,,Salesforce
11099643,Inactive Investor,Kathleen Heichel,Board Member;Chief Executive Officer;President;Treasurer,Pinnacle Advisors,kathyh@pinnacleadvisors.com,,Salesforce
11001785,Inactive Investor,Kelsey Bertke,,MM Ascend Life Investor Services LLC,,,Salesforce
345483,,Scott Garfield,Managing Director,Manulife Investment Management Private Markets (us,sgarfield@jhancock.com,617-572-0693,Manual List Upload
10957918,Inactive Investor,Matthew Trimble,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11176526,Inactive Investor,Brian Stickley,Financial Advisor,Edward Jones Rossford OH 1114 Dixie Hwy,brian.stickley@edwardjones.com,,Salesforce
337048,,Cynthia Beaulieu,"Managing Director, Sr. Portfolio Manager","Goodwin Capital Advisers, Inc.",cynthia.beaulieu@goodwincap.com,860-299-2000,Manual List Upload
11143661,Inactive Investor,Laura Macdonald,,BNY Mellon Securities Corporation Boston MA 201 Washington St,laura.macdonald@bnymellon.com,,Salesforce
10981334,Inactive Investor,Donald Edwards,,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,donald.edwards@primerica.com,,Salesforce
4384713,,Christine Anderson,,,christiananderson2259@gmail.com,,Web Form Fillout
9572547,,Zachary Garen,,,zachary.garen@surveyor-capital.com,,List import
10772086,Inactive Investor,Tony Vanhille,Financial Advisor,"Wells Fargo Clearing Services, LLC Stuart FL 301 SE Ocean Blvd",tony.vanhille@wellsfargo.com,,Salesforce
10880445,Inactive Investor,Yasely Langomas,,J.P. Morgan Securities LLC New York NY 277 Park Ave,yasely.langomas@jpmorgan.com,,Salesforce
11212101,Inactive Investor,Anne Hamilton,Senior Vice President - Wealth Management,LPL Financial LLC Santa Ana CA 1701 E Saint Andrew Pl,annemarie.hamilton@lpl.com,,Salesforce
10778646,Inactive Investor,Richard Harding,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",richard.harding@wellsfargoadvisors.com,,Salesforce
10963740,Inactive Investor,Kyle Wasson,,"Inside Edge Capital Management, LLC Georgetown TX Private Residence",kyle@newagewealth.com,,Salesforce
11015395,Inactive Investor,Taylor Hubert,,"LaSalle St Securities, L.L.C. Minnetonka MN 14550 Excelsior Blvd",tdelzer@lasallest.com,,Salesforce
11025832,Inactive Investor,Philip Singleton,Financial Advisor,"Raymond James & Associates, Inc. Greenville NC 2635 Charles Blvd",nick.singleton@raymondjames.com,,Salesforce
11164577,Inactive Investor,Amber Fuchs,,"Farmers Financial Solutions, LLC Burleson TX 225 Exchange St",afuchs@farmersagent.com,,Salesforce
10357457,,Test test,,,chloe+test@nomadtest1.com,,Web Form Fillout
10937524,Inactive Investor,Stephen Alexander,,"Osaic Wealth, Inc. Houston TX 3838 N Sam Houston Pkwy",,,Salesforce
10808976,Inactive Investor,Gretchen Stroemer,,"Verity Investments, Inc.",gstroemer@verityinvest.com,,Salesforce
11049390,Inactive Investor,John Nuechterlein,Financial Advisor,"Howard Bailey Securities, LLC",ryannuechterlein@howardbailey.com,,Salesforce
11003510,Inactive Investor,Wilmer Mejia Maldonado,,Citigroup Global Markets Inc.,,,Salesforce
11182326,Inactive Investor,David Vela,Investment Advisor Representative,FMSA,dvela@myfmsa.com,,Salesforce
4607726,,fata dfd,,,info@adobe.com,,Web Form Fillout
9606346,,Keith McLarnon,,,keithmclarnon81@gmail.com,,List import
11255103,Inactive Investor,Justus Rainwater,Financial Advisor,Firewall Capital Management,justus@firewallcapital.com,,Salesforce
245797,,Not Provided,Principal Policy Analyst,MD Department of Legislative Services,phillip.anthony@mlis.state.md.us,,Manual List Upload
11040187,Inactive Investor,David Hamra,Chief Compliance Officer;Owner;Principal,"Gordian Advisors, LLC",dave@gordianadvisors.com,,Salesforce
11027229,Inactive Investor,Angelo Ponticello,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",angelo_ponticello@ml.com,,Salesforce
11023897,Inactive Investor,Alicia Jones,Client Relationship Associate,Morgan Stanley Lakeland FL 225 E Lemon St,alicia.jones@morganstanley.com,,Salesforce
10950622,Inactive Investor,Linda Frank,,Commonwealth Financial Network Freehold NJ 100 Willowbrook Rd,lfrank@commonwealth.com,,Salesforce
9564916,,Jana Holt,,,jholt@seic.com,,List import
10918540,Inactive Investor,Kylie Pickenbrock,,"Wells Fargo Clearing Services, LLC Loveland CO 1073 N Lincoln Ave",,,Salesforce
10961433,Inactive Investor,Christine Lavond,,"Wells Fargo Clearing Services, LLC Lodi CA 701 S Ham Ln",,,Salesforce
10983139,Inactive Investor,Chad Royer,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,croyer@primerica.com,,Salesforce
9637197,,Julius Mort,,,jmort@hoskingpartners.com,,List import
9608459,,Vincent Fazio,,,von1954@aol.com,,List import
11165022,Inactive Investor,Monnika Morey,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11230835,Inactive Investor,James Reilly,,LPL Financial LLC Nokomis FL 1228 Bayshore Rd,,,Salesforce
10538176,,Daniel Champagne,,,mylogin12345678@gmail.com,,Web Form Fillout
79549,,Collin Foster,Business Development Executive,Fisher Investments,c.foster@fi.com,,
9622338,,Kunal Pankar,,,c373529@urhen.com,,List import
10904326,Inactive Investor,Timothy Armstrong,,PFS Investments Inc. Springfield MO 1911 S National Ave,timothy.armstrong@primerica.com,,Salesforce
10769012,Inactive Investor,Kelly Kaufman,Client Associate,"Wells Fargo Clearing Services, LLC Green Bay WI 959 Kepler Dr",kelly.kaufman@wellsfargoadvisors.com,,Salesforce
9606835,,Manasse Bangagnan,,,jendriseckdoya@gmail.com,,List import
9607709,,Crypto Maker,,,cryptomaker@email.com,,List import
10933899,Inactive Investor,Thomas Papadopoulos,,LPL Financial LLC Irvine CA 32 Executive Park,thomas.papadopoulos@lpl.com,,Salesforce
10611394,,Robert Giannetti,Private Wealth Advisor,,rob_giannetti@ml.com,,List Import
244431,,CJ Diana,Strategic Account Manager,INVESCO,christopher.diana@invesco.com,12123234964,Manual List Upload
10940855,Inactive Investor,Jason Brady,Financial Advisor,Edward Jones Mission Viejo CA 26440 La Alameda,jason.brady@edwardjones.com,,Salesforce
10645149,,Patrick Breen,,,patrick.j.breen@wellsfargo.com,,List Import
11037912,Inactive Investor,Jennie Worthington,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,worthingtonj@ft.newyorklife.com,,Salesforce
2643497,,Lucas Moysés,,,lumoyss@gmail.com,,
11011722,Inactive Investor,Alexander Joseph,,"Hazard & Siegel, Inc.",,,Salesforce
10862853,Inactive Investor,Bruce Kromminga,Chief Compliance Officer;Chief Operating Officer,Westbourne Investment Advisors Inc.,bruce@westbourneinvadvisors.com,,Salesforce
11128040,Inactive Investor,Stephen Judge,Financial Advisor,LPL Financial LLC Asheville NC 1 Oak St,steve.judge@lpl.com,,Salesforce
10959567,Inactive Investor,Stephen Polsinelli,,Maxim Group LLC,spolsinelli@maximgrp.com,,Salesforce
10837885,Inactive Investor,Phillip Weeks,,NYLIFE Securities LLC Wake Forest NC Private Residence,phweeks@ft.newyorklife.com,,Salesforce
10834874,Inactive Investor,Jonah Coburn,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",jonah.coburn@nm.com,,Salesforce
10764757,Inactive Investor,Ernest Watson,Financial Advisor,"Wells Fargo Clearing Services, LLC Gainesville FL 6301 W Newberry Rd",ernest.watson@wellsfargo.com,,Salesforce
10994690,Inactive Investor,Emily Fennell,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
9623763,,Sarah Brooks,,,sarah@polychain.capital,,List import
10972728,Inactive Investor,Kenneth Ginger,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,kenneth.ginger@jpmorgan.com,,Salesforce
349102,,Henry Rohlfs,Vice President,"Halbert Wealth Management, Inc",henry@halbertwealth.com,512-263-3800,Manual List Upload
11154670,Inactive Investor,Christian Jeeves,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,christian.jeeves@fidelity.com,,Salesforce
11126088,Inactive Investor,Zachary Brancale,,"Prudential Annuities Distributors, Inc San Juan Capistrano CA 30921 Via Ultimo",zachary.brancale@prudential.com,,Salesforce
11122472,Inactive Investor,Tenzing Gurung,,Deutsche Bank Securities Inc.,tenzing@deutschewealth.com,,Salesforce
11070067,Inactive Investor,Tiffany Nicewander,,J.P. Morgan Securities LLC Akron OH 2435 N Cleveland Massillon Rd,tiffany.harrison@jpmorgan.com,,Salesforce
11044109,Inactive Investor,Kenneth Calcutt,Financial Advisor,"Good Life Advisors, LLC Columbia SC 2000 Center Point Rd",kenneth.calcutt@goodlifefa.com,,Salesforce
10844905,Inactive Investor,Jason Peeples,Financial Professional,"MML Investors Services, LLC Memphis TN 618 Oakleaf Office Ln",jpeeples@financialguide.com,,Salesforce
9548021,,Marco Rodriguez,,,rodriguez.marco@principal.com,,List import
10895197,Inactive Investor,Timothy Sallee,Investment Advisor Representative,"Independent Advisor Alliance, LLC Springfield MO 1650 E Battlefield St",,,Salesforce
10827268,Inactive Investor,Mena Shehata,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 27319 Hawthorne Blvd,mena.a.shehata@jpmorgan.com,,Salesforce
10964851,Inactive Investor,Aaron Durda,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",aaron.durba@nm.com,,Salesforce
11163672,Inactive Investor,Rachel Hurtt,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",rachel.hurtt@ml.com,,Salesforce
9566191,,Hamid Karimnejad,,,hamid.karimnejad@outlook.com,,List import
10856648,Inactive Investor,Vincent Camarda,Chairman;Chief Executive Officer,"A.G. Morgan Financial Advisors, LLC",vcamarda@agmorgan.net,,Salesforce
10954731,Inactive Investor,Aditi Aggarwal,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10953062,Inactive Investor,Meghan Mcguine,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11002975,Inactive Investor,Jason Harnois,,Key Investment Services LLC Natrona Heights PA 1509 Freeport Rd,jason.harnois@key.com,,Salesforce
10807821,Inactive Investor,Shane Horihan,Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",shane.horihan@wellsfargoadvisors.com,,Salesforce
10762061,Inactive Investor,Dustie Kirley,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",dustie_kirley@ml.com,,Salesforce
9643405,,Joe Perreault,,,joeperreault2000@yahoo.com,,List import
10895413,Inactive Investor,Matthew Dickelman,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Hendersonville NC 421 S Church St",matthew.dickelman@wellsfargoadvisors.com,,Salesforce
11022797,Inactive Investor,Taylor Monk,,J.P. Morgan Securities LLC Los Angeles CA 6120 W 3rd St,taylor.monk@jpmorgan.com,,Salesforce
10969042,Inactive Investor,Marcus Hackley,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,marcus_hackley@vanguard.com,,Salesforce
10858967,Inactive Investor,Victoria Sanchez,,PFS Investments Inc. Valencia CA 27201 Tourney Rd,vickisanchez@primerica.com,,Salesforce
11235612,Inactive Investor,Andres Guzman,,"Portside Wealth Group, LLC Newport Beach CA 2549 Eastbluff Dr",,,Salesforce
10886048,Inactive Investor,Dawn Lucy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",dawn.lucy@ml.com,,Salesforce
344296,,Jim.ireland -,,benjamin f edwards,jim.ireland@benjamifedwards.com,,
10803143,Inactive Investor,Patrick Thielen,Investment Advisor Representative,"Osaic Wealth, Inc. Reedsburg WI 2560 E Main St",,,Salesforce
10982161,Inactive Investor,Laura Roman,,J.P. Morgan Securities LLC Orlando FL 4444 Curry Ford Rd,laura.roman@jpmorgan.com,,Salesforce
11133756,Inactive Investor,Clark Pingree,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
11149300,Inactive Investor,Travis Heimgartner,,"Mutual of Omaha Investor Services, Inc. Sioux City IA 4708 Morningside Ave",travis.heimgartner@mutualofomaha.com,,Salesforce
10891056,Inactive Investor,Peter Shu,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,peter.shu@fidelity.com,,Salesforce
9544918,,Nirmal Patel,,,nirmalkumar.patel@bofa.com,,List import
11208040,Inactive Investor,Nicklaus Farley,,"CreativeOne Securities, LLC Bangor ME 77 Exchange St",,,Salesforce
11085691,Inactive Investor,Joyce Torricos,Senior Client Service Assistant,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",joyce.torricos@raymondjames.com,,Salesforce
9641833,,Scott Lunney,,,slunney@georgeandbell.com,,List import
11013218,Inactive Investor,Jeffrey Caufield,,"Allstate Financial Services, LLC Murphy NC 4195 E US 64 Alt",jcaufield@allstate.com,,Salesforce
11135680,Inactive Investor,Alexander Mason,Financial Advisor,"Raymond James & Associates, Inc. Athens GA 101 Trinity Pl",zander.mason@raymondjames.com,,Salesforce
10863371,Inactive Investor,Dominique Perna,Client Relationship Manager,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",dominique.perna@ampf.com,,Salesforce
11116851,Inactive Investor,Bryan Alfonso,,"Osaic Wealth, Inc. Fort Lauderdale FL 1301 International Pkwy",,,Salesforce
10921839,Inactive Investor,Brantley Freeman,Financial Advisor,LPL Financial LLC Midlothian TX 811 S 14th St,brantley.freeman@lpl.com,,Salesforce
11174794,Inactive Investor,Zachary Calder,,"Steward Partners Investment Solutions, LLC Centerville UT 500 N Market Place Dr",,,Salesforce
11138859,Inactive Investor,Michael Walsh,,"Farmers Financial Solutions, LLC Redding CA 3605 Bechelli Ln",mwalsh@farmersagent.com,,Salesforce
9618158,,Michelle Egan,,,megan@attaluscapital.com,,List import
9601531,,Gregory Nelson,,,greg@honkamp.com,,List import
238426,,vincent.amos700@gmail.com Amos,,[Unknown],vincent.amos700@gmail.com,,
11034990,Inactive Investor,Rebecca Berger,,LPL Financial LLC Center Valley PA 4505 Saucon Creek Rd,rebecca.berger@lpl.com,,Salesforce
10928377,Inactive Investor,Catherine Hughes,,Trutoro,,,Salesforce
10772864,Inactive Investor,Tammi Foer,,Davenport & Company LLC Norfolk VA 101 W Main St,tfoer@investdavenport.com,,Salesforce
9550020,,Jason Tarre,,,jason.tarre@gmail.com,,List import
210699,,Philip Fuentes,,United States,phil.t.fuentes@gmail.com,,
9605582,,Christina Han,,,christina.han@morganstanley.com,,List import
10905191,Inactive Investor,Kevin Lopez,,Fidelity Brokerage Services LLC,,,Salesforce
11155251,Inactive Investor,Joao Paulo Brum Loyola,,Itau International Securities Inc.,,,Salesforce
11190208,Inactive Investor,Gail Costa,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",gail.costa@ml.com,,Salesforce
10487111,,John Bakewell,"Senior Financial Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",john.bakewell@ml.com,,List Import
10357857,,Jesus Miguel AREVALO,,,arevalom@bluewin.ch,,Web Form Fillout
10932553,Inactive Investor,James Lundin,,"Farmers Financial Solutions, LLC Denver CO 700 E 9th Ave",jlundin@farmersagent.com,,Salesforce
9579707,,WILLIE FRYE,,,willielfrye@yahoo.com,,List import
10878745,Inactive Investor,Beth Walters,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",beth.walters@wellsfargo.com,,Salesforce
10963512,Inactive Investor,Eric Schneck,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",eric.schneck@ml.com,,Salesforce
11170032,Inactive Investor,Michael Kalloz,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated York PA 235 Saint Charles Way",kallozm@stifel.com,,Salesforce
10885850,Inactive Investor,Chad Kuhns,,Key Investment Services LLC Sandusky OH 2532 Columbus Ave,chad_r_kuhns@kisinvestments.com,,Salesforce
9609669,,Cifer J,,,hackflying@outlook.com,,List import
11207822,Inactive Investor,Thomas Carnahan,,PFS Investments Inc. Lenexa KS 8700 Monrovia St,thomas.carnahan@primerica.com,,Salesforce
10656162,,Nick Summa,,,nick.summa@53.com,,List import
11155160,Inactive Investor,J Weinstock,,GWN Securities Inc. Wayne PA 940 W Valley Rd,bweinstock@gwnsecurities.com,,Salesforce
10882832,Inactive Investor,Ali Emami,,NYLIFE Securities LLC Marietta GA Private Residence,aemanmi@ft.newyorklife.com,,Salesforce
11017947,Inactive Investor,Jeffrey Russitano,Investment Advisor Representative,"Sound Income Strategies, LLC Cheshire CT 315 Highland Ave",,,Salesforce
9627458,,Megan Bailey,,,megan.bailey@therecount.com,,List import
10948639,Inactive Investor,Amy Patton,Financial Advisor,Edward Jones Leawood KS 8900 State Line Rd,amy.patton@edwardjones.com,,Salesforce
10892761,Inactive Investor,Nicholas Hough,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,nicholas.hough@fmr.com,,Salesforce
10990892,Inactive Investor,Katrina Shechtman,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",katrina.shechtman@nm.com,,Salesforce
10646459,,James Chapman,,,jim.chapman@ubs.com,,List Import
2785,,Mike Russell,,Bloomberg,mike.russell333@gmail.com,518-572-0590,Web Form
11015352,Inactive Investor,Richard Seay,,"Farmers Financial Solutions, LLC Ontario CA 3200 E Guasti Rd",rseay@farmersagent.com,,Salesforce
240804,,Fonseca Cindy,,[Unknown],cindy.fonseca@blackrock.com,,Event
9611202,,Brian Gierke,,,brian.gierke@cmegroup.com,,List import
2534614,,Suryakanta gochhi,,,suryasilu01@gmail.com,,
10908634,Inactive Investor,David Schilling,,LPL Financial LLC Buffalo NY 200 John James Audubon Pkwy,david.schilling@lpl.com,,Salesforce
372487,,Glori Fitch,,United States,glorifitch@comcast.net,,Salesforce
189071,,Shan Prasad,,[Unknown],pallesp2@gmail.com,,source
11187985,Inactive Investor,Hak Jun Kim,,J.P. Morgan Securities LLC San Francisco CA 255 King St,jun.kim@chase.com,,Salesforce
10878931,Inactive Investor,Richard Perry,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10993607,Inactive Investor,Joshua Mora,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",joshua.mora@nm.com,,Salesforce
10882551,Inactive Investor,Ryan Clayton,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd SE",ryan.clayton@ml.com,,Salesforce
11156790,Inactive Investor,David Scripsema,Financial Advisor,LPL Financial LLC Hudsonville MI Private Residence,david.scripsema@lpl.com,,Salesforce
10970778,Inactive Investor,Medina Avdic,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11111483,Inactive Investor,Zun Li,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,zun.li@jpmorgan.com,,Salesforce
11258171,,Peter Lord,,,peterlordllc@aol.com,,Web Form Fillout
11189606,Inactive Investor,Roger Larsen,,"Raymond James Financial Services, Inc. Salt Lake City UT 6405 S 3000 E",roger.larsen@raymondjames.com,,Salesforce
10616598,,Stephen Devlin,,,stephen.devlin@lpl.com,,List Import
10899432,Inactive Investor,Wayne Loi,,Cetera Investment Services LLC Cupertino CA 19625 Stevens Creek Blvd,wayne.loi@ceterais.com,,Salesforce
11055304,Inactive Investor,Linda Colwell,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
169101,,Akhil Kamalakar,,[Unknown],akhilkamalakar@gmail.com,,
10879236,Inactive Investor,Naoko Mckelvey,Senior Financial Advisor,"Blue Chip Partners, LLC",nmckelvey@bluechippartners.com,,Salesforce
10978727,Inactive Investor,Jennifer Traynor,Client Specialist;Investment Advisor,Inland Financial Planning,jennifer@inlandfp.com,,Salesforce
10827922,Inactive Investor,Vivian Spies,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
11010552,Inactive Investor,Naomi Stroup,,PFS Investments Inc. Lincoln NE 3701 O St,nstroup@primerica.com,,Salesforce
10907727,Inactive Investor,Jacob Laliberty,Financial Planner,"Pruco Securities, LLC. Buffalo NY 1 John James Audubon Pkwy",jacob.laliberty@prudential.com,,Salesforce
10873871,Inactive Investor,Ernest Dillard,,"Farmers Financial Solutions, LLC El Dorado Hills CA 1121 White Rock Rd",edillard@farmersagent.com,,Salesforce
10928216,Inactive Investor,Anna Kotula,Financial Advisor,"Ameriprise Financial Services, LLC Ojai CA 407 W Ojai Ave",anna.kotula@ampf.com,,Salesforce
10940678,Inactive Investor,Kimberly Williams,,"Ameriprise Financial Services, LLC Austin TX 8310 N Capital of Texas Hwy",,,Salesforce
11078867,Inactive Investor,Kevin O'Hair,,"Horace Mann Investors, Inc. Amarillo TX 3611 S Soncy Rd",kevin.ohair@horacemann.com,,Salesforce
11109531,Inactive Investor,Christopher McVay,,"Voya Financial Advisors, Inc. Warwick RI 15 Alfred St",christopher.mcvay@voya.com,,Salesforce
10486935,,John Farris,,Commonwealth Financial Network,jfarris@commonwealth.com,,List import
9619008,,Amandeep Taunk,,,amandeeptaunk4@gmail.com,,List import
11147485,Inactive Investor,Bradley Bodmer,,Morgan Stanley Glens Falls NY 86 Glen St,,,Salesforce
9577702,,Soheil Sabi,,,sabisoheil@gmail.com,,List import
11231139,Inactive Investor,Ashley Baka,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
11183427,Inactive Investor,John Babb,,State Farm VP Management Corp. Covington GA 7199 Hwy 278 NE,,,Salesforce
11211534,Inactive Investor,Karolyn Gil,,J.P. Morgan Securities LLC Chicago IL 5831 N Milwaukee Ave,karolyn.gil@jpmorgan.com,,Salesforce
10804240,Inactive Investor,Mason Ford,Partner;Vice President,"Cornerstone Capital, Inc.",mford@cornerstone-capital.net,,Salesforce
11177575,Inactive Investor,Sean Allen,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",seanallen@ml.com,,Salesforce
156723,,Rajendra Mallichetty,,[Unknown],rajmallichetty@gmail.com,,source
11152698,Inactive Investor,Bryan Carp,Client Service Associate,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,bryan.carp@morganstanley.com,,Salesforce
10870008,Inactive Investor,Calvin Coleman,,"Farmers Financial Solutions, LLC Salt Lake City UT 2102 E 3300 S",ccoleman@farmersagent.com,,Salesforce
11084738,Inactive Investor,Eemeli Erkkilae,,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",eemeli.erkkilae@prudential.com,,Salesforce
10661373,,Michael Mcalister,,,mcm@stoneislandfp.com,,List Import
10765063,Inactive Investor,Gordon Patterson,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",gordon.patterson@wfadvisors.com,,Salesforce
11071483,Inactive Investor,Christopher Lapaglia,Financial Planning Analyst,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,christopher.lapaglia@morganstanley.com,,Salesforce
10997590,Inactive Investor,Alexander Dehaan,,Cetera Advisor Networks LLC Escanaba MI 1921 3rd Ave N,,,Salesforce
242235,,Rangga Priyawan,,[Unknown],rangganugraha.p99@gmail.com,,Direct
9647944,,Han Xue,,,xuehan007@hotmail.com,,List import
10994447,Inactive Investor,Eric Eberth,Financial Advisor,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",eeberth@nationallife.com,,Salesforce
10793891,Inactive Investor,Olivia Gierlich,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",olivia.j.gierlich@ml.com,,Salesforce
66667,,Jonah Besch,Financial Associate,Thrivent Investment Management Inc.,jonah.besch@thrivent.com,219-462-1411,
9631316,,Alex Salinas,,,alex@salinas.nu,,List import
10858742,Inactive Investor,Louis Pinto,Financial Advisor,Edward Jones Orland Park IL 15030 S Ravinia Ave,louis.pinto@edwardjones.com,,Salesforce
10813412,Inactive Investor,Michael Lovchuk,,State Farm VP Management Corp. Panama City FL 3477 Hwy 77,michael.lovchuk.h3kt@statefarm.com,,Salesforce
11091408,Inactive Investor,Leander Antonio,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,leander.antonio@fidelity.com,,Salesforce
11008259,Inactive Investor,Travis Thielges,,"Pruco Securities, LLC. Bismarck ND 521 E Main Ave",travis.thielges@prudential.com,,Salesforce
707,,,,,johnsnapp1@earthlink.net,,
10859233,Inactive Investor,Peter Helms,Co-Founder;Managing Partner,"Exeter Financial, LLC",phelms@exeterfinancial.com,,Salesforce
10966203,Inactive Investor,Kati Hays,Associate,Edward Jones Englewood FL 2001 S McCall Rd,kati.hays@edwardjones.com,,Salesforce
9607502,,Eric Richter,,,ericrichter44@gmail.com,,List import
9576086,,Alice Hartman,,,whitecrest1@yahoo.com,,List import
10788290,Inactive Investor,Seth Cushman,Senior Manager,"Charles Schwab & Co., Inc. Glen Allen VA 11108 W Broad St",seth.cushman@schwab.com,,Salesforce
9598216,,Sara Nash,,,sara@moisandfitzgerald.com,,List import
11055977,Inactive Investor,Mark Blom,Senior Wealth Advisor,Benefit Financial Services Group,markb@bfsg.com,,Salesforce
10815249,Inactive Investor,William Henn,Financial Planner,"The Strategic Financial Alliance, Inc. Temple TX 4102 S 31st St",whenn@thesfa.net,,Salesforce
11105048,Inactive Investor,Michael Jewell,,"Cambridge Investment Research, Inc. Oklahoma City OK 700 Cedar Lake Blvd",,,Salesforce
11114099,Inactive Investor,Alexander Dobbs,,"Citizens Securities, Inc. Owosso MI 910 E Main St",alexander.dobbs@citizensbank.com,,Salesforce
10827185,Inactive Investor,Lori Baldwin,Financial Advisor,Edward Jones Altoona IA 2437 Adventureland Dr,lori.baldwin@edwardjones.com,,Salesforce
10489717,,Tamlyn Baker,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc Plano TX 5550 Granite Pkwy",tray@parkwayteam.com,,List Import
211540,,Kyle Schneps,Director of Public Policy,Foundry,kschneps@foundrydigital.com,,Content
10961292,Inactive Investor,Rachna Bijlani,Chief Compliance Officer;Founder;Managing Member;Wealth Manager,BRsquared L.L.C.,rachna@br2financialplanning.com,,Salesforce
9579423,,Viktor Misko,,,viktor.misko@fidelity.com,,List import
10825421,Inactive Investor,Scott Mondeau,Wealth Manager,"Flagship Harbor Advisors, LLC Bridgewater MA Private Residence",scott.mondeau@flagshipharbor.com,,Salesforce
10752831,Inactive Investor,Larry Lafont,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3811 Washington Ave",larry.lafont@ml.com,,Salesforce
11148492,Inactive Investor,Tysyn Hartman,Wealth Advisor,Copper Financial,thartman@cacu.com,,Salesforce
10787097,Inactive Investor,Eric Newman,,LPL Financial LLC Chicago IL 211 W Wacker Dr,enewman@nfp.com,,Salesforce
11000169,Inactive Investor,Andrew Settecerri,Associate Financial Advisor;Investment Analyst,"Arbor Trust Wealth Advisors, LLC",asettecerri@arbortrust.com,,Salesforce
10782101,Inactive Investor,Todd Ives,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,todd.ives@ubs.com,,Salesforce
10665497,,Rick M,,,rickm@prestolabs.io,,Web Form Fillout
10935138,Inactive Investor,Ross Deluca,,"Osaic Institutions, Inc. Bridgewater MA 14 Main St",ross.deluca@osaicinstitutions.com,,Salesforce
11029954,Inactive Investor,Steve Lewis,Financial Advisor,Edward Jones Lewisburg TN 106 2nd Ave N,steve.lewis@edwardjones.com,,Salesforce
11081181,Inactive Investor,Alex Palomino,Financial Advisor,Cetera Investment Services LLC Hialeah FL 4375 E 4th Ave,alex.palomino@td.com,,Salesforce
11088238,Inactive Investor,Lisbeth Guerrero,,"Fifth Third Securities, Inc. Wheaton IL 1500 N Main St",,,Salesforce
11197398,Inactive Investor,Craig Straube,,"Farmers Financial Solutions, LLC Austin TX 201 RR 620 S",cstraube@farmersagent.com,,Salesforce
10985119,Inactive Investor,Stephenie Higa,,"Osaic Wealth, Inc. Eugene OR 1600 Executive Pkwy",,,Salesforce
10612337,,Stephen Murphy,Financial Advisor,,stephen.f.murphy@prudential.com,,List Import
10896381,Inactive Investor,Roman Gonzalez,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",roman.gonzalez@wellsfargo.com,,Salesforce
10872003,Inactive Investor,Michael Robinson,Financial Advisor,Edward Jones Gadsden AL 502 Broad St,shane.robinson@edwardjones.com,,Salesforce
10881398,Inactive Investor,Douglas Tansey,,Goldman Sachs & Co.,douglas.tansey@gs.com,,Salesforce
11119637,Inactive Investor,Greg Casillas,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10765011,Inactive Investor,Jennifer Taylor,Branch Operations Specialist,"Raymond James & Associates, Inc. Shreveport LA 401 Market St",jennifer.taylor@raymondjames.com,,Salesforce
202670,,James Kennedy,,[Unknown],jameskennedy777@att.net,,Organic Search
9611891,,Mustafa Koca,,,mustafakocca@gmail.com,,List import
9618956,,Levoyd Robinson,,,lrobinson@cfipartners.com,,List import
10792461,Inactive Investor,Robert Cairns,,"Osaic Wealth, Inc. Sanford FL 2120 Northumbria Dr",,,Salesforce
338820,,Kimberly Williamson,Customer Service,Augustine Asset Management Inc,kawilliamson@augustineasset.com,904-396-6944,Manual List Upload
10824492,Inactive Investor,Randolph Carver,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",randy.carver@raymondjames.com,,Salesforce
10939710,Inactive Investor,Eric Vanderheide,Chief Compliance Officer;Chief Operating Officer;President,"Northwest Wealth Management, LLC",ericv@invest-northwest.com,,Salesforce
350975,,Dhruv Sarna,Vice President,Stone Point Capital Llc,dsarna@stonepoint.com,203-862-2900,Manual List Upload
11167692,Inactive Investor,Benjamin Sampson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,benjamin.sampson@fidelity.com,,Salesforce
10950777,Inactive Investor,Lindsay Brown,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,lindsaybrown@statefarm.com,,Salesforce
10766997,Inactive Investor,Corey Harris,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,corey.harris@gs.com,,Salesforce
11119220,Inactive Investor,Dennis Stitt,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
11062443,Inactive Investor,Nicholas Moura,Account Vice President;Financial Advisor,UBS Financial Services Inc. New Haven CT 265 Church St,nicholas.moura@ubs.com,,Salesforce
11186925,Inactive Investor,Richard Carr,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,rcarr@primerica.com,,Salesforce
9583629,,Ryan Mumy,,,rmumy@capital-invest.com,,List import
11032848,Inactive Investor,Deborah Trahan,,PFS Investments Inc. Port Neches TX 1019 Port Neches Ave,deborah.trahan@primerica.com,,Salesforce
11186503,Inactive Investor,Greg Akian,,"Principal Securities, Inc.",akian.greg@principal.com,,Salesforce
11207114,Inactive Investor,Keith Gillman,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",keith.gillman@equitable.com,,Salesforce
10766999,Inactive Investor,Daniel Zacharias,Senior Vice President - Wealth Management,UBS Financial Services Inc. Merced CA 767 E Yosemite Ave,daniel.zacharias@ubs.com,,Salesforce
11185723,Inactive Investor,Timothy McQuiston,,PFS Investments Inc. Lewisburg PA 115 Farley Cir,timothy.mcquiston@primerica.com,,Salesforce
10880347,Inactive Investor,Kareli Montoya,Registered Client Associate,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",,,Salesforce
344243,,?? ?,,???????????,715562451@qq.com,(027) 883-8981,Organic Search
9580123,,Victor Wu,,,vlwu@lexpartners.com,,List import
4075962,,Markus Thielen,,,markus.thielen@matrixport.com,,Web Form Fillout
10871603,Inactive Investor,Danelis Romero Del Sol Padron,Associate Manager;Vice President,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",danelis.padron@wellsfargo.com,,Salesforce
10964195,Inactive Investor,Hueijung Chen-Oster,,IF Securities LLC,,,Salesforce
232882,, -,,[[Unknown]],jorellep@gmail.com,,
10911527,Inactive Investor,Alan Irving,Financial Advisor,LPL Financial LLC Bradenton FL 1201 6th Ave W,alan.irving@lpl.com,,Salesforce
10613214,,John Hemmens,"Senior Financial Advisor, Vice President",,j_hemmens@ml.com,,List Import
10636636,,Mohammed Fazil,,,fazil4422@gmail.com,,Web Form Fillout
11054253,Inactive Investor,Noel Todd,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",noel.todd@wellsfargoadvisors.com,,Salesforce
11178492,Inactive Investor,Sarah Whipps Kenda,,Commonwealth Financial Network Bedford NH 3 Executive Park Dr,swhipps-kenda@commonwealth.com,,Salesforce
10865585,Inactive Investor,Brandee Wyzlic,,"Northwestern Mutual Investment Services, LLC Columbus OH 7700 Rivers Edge Dr",brandee.wyzlic@nm.com,,Salesforce
10815143,Inactive Investor,John Safranski,,"Northwestern Mutual Investment Services, LLC Grand Forks ND 4050 Gardenview Dr",john.safranski@nm.com,,Salesforce
11197919,Inactive Investor,Yuheng Wu,,J.P. Morgan Securities LLC New York NY 176 Canal St,yuheng.wu@chase.com,,Salesforce
9628494,,Christian Magoon,CEO,Amplify ETFs,cmagoon@amplifyetfs.com,,List import
9540348,,David Ettenson,,,dettenson@matterfamilyoffice.com,,List Import
9564668,,Clay Miller,,,chmiller@pws-texas.com,,List import
10825449,Inactive Investor,Sheldon Goldman,Chief Compliance Officer;Managing Member;Owner;Wealth Advisor,Goldman Wealth Management Encinitas CA Private Residence,sheldon@goldmanwm.com,,Salesforce
9568757,,Zahya Hantz,,,zahya6@gmail.com,,List import
11166042,Inactive Investor,Alan Shanken,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,alan.shanken@ubs.com,,Salesforce
11141594,Inactive Investor,Ricardo Nieto,Founder;Managing Member;Wealth Management Advisor,Aragon Capital LLC,ricardo.nieto@aragoncap.com,,Salesforce
9598463,,Marc Schliefer,,,mschliefer@carsoninstitutional.com,,List import
11217135,,Amy Brody,,,atognozzi@smithmoore.com,,Other
10763857,Inactive Investor,Steven Remchuk,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",steven.remchuk@wellsfargoadvisors.com,,Salesforce
10769364,Inactive Investor,Anthony Walsh,Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",awalsh@ampf.com,,Salesforce
11107448,Inactive Investor,Esteban Perez,Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11101154,Inactive Investor,Norma Ziebell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,norma.ziebell@fidelity.com,,Salesforce
217750,,Hector Bravo,,[Unknown],hectorelbravo@gmail.com,,Direct
11072529,Inactive Investor,Ivette Taylor,Financial Advisor,"Ameriprise Financial Services, LLC Sun City CA 29826 Haun Rd",ivette.p.taylor@ampf.com,,Salesforce
11049105,Inactive Investor,William Harnden,,LPL Financial LLC Palm City FL 290 SW Harbor View Dr,william.harnden@lpl.com,,Salesforce
10872127,Inactive Investor,Kenisha Amar,Financial Advisor,Edward Jones Westlake Village CA 2801 Townsgate Rd,kenisha.amar@edwardjones.com,,Salesforce
11156223,Inactive Investor,Mitchell Schnapp,,Jefferies LLC,mschnapp@jefferies.com,,Salesforce
11136612,Inactive Investor,Gregory Ergle,,"Raymond James Financial Services, Inc. Ocala FL 680 Se 31st St",greg.ergle@raymondjames.com,,Salesforce
9627705,,Ruki Wickremesinghe,,,ruki.wickremesinghe@invesco.com,,List import
10918402,Inactive Investor,Steven White,,State Farm VP Management Corp. San Angelo TX 218 N Koenigheim St,,,Salesforce
9574738,,Vikram Josyula,,,josyula.vikram@principal.com,,List import
11195171,Inactive Investor,Amy Robinson,Chief Executive Officer;Regulatory Contact,"Robinson Value Management, Ltd. San Antonio TX 342 W Woodlawn Ave",amy@robinsonvalue.com,,Salesforce
11202407,Inactive Investor,Todd Pizzuti,,"Clear Creek Financial Management, LLC Tigard OR Private Residence",todd.pizzuti@clearcreekfm.com,,Salesforce
11254057,Inactive Investor,Khushi Vijayakumar,,Jefferies LLC San Francisco CA 101 California St,,,Salesforce
10970160,Inactive Investor,Jose Munoz,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10973291,Inactive Investor,Rhys Cooper,Financial Advisor,Jarvis Financial,rhys@jarvisfinancial.com,,Salesforce
11185542,Inactive Investor,Michael Perry,,Fidelity Brokerage Services LLC,michael.perry@fmr.com,,Salesforce
11167994,Inactive Investor,Matthew Sherlock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matt.sherlock@fmr.com,,Salesforce
9635090,,John Sprank,,,john.sprank@lfgplanners.com,,List import
8805582,,Sally Bernier,,,ssallybernier@gmail.com,,Web Form Fillout
10645134,,Stephanie Pellati,,,spellati@hightoweradvisors.com,,List Import
11126203,Inactive Investor,Jamie Shapiro,Financial Advisor,LPL Financial LLC Melville NY 900 Walt Whitman Rd,jamie.shapiro@lpl.com,,Salesforce
11051158,Inactive Investor,Matthew Bender,,Edward Jones Orlando FL Private Residence,matthew.bender@edwardjones.com,,Salesforce
9623206,,Serge Assa,,,serge.r.assa@gmail.com,,List import
9641271,,Delia Sabala,,,dwun2208@gmail.com,,List import
10821653,Inactive Investor,Christopher Lane,Financial Advisor;Senior Wealth Advisor;Vice President,Citigroup Global Markets Inc. New York NY 1740 Broadway,christopher.m.lane@citi.com,,Salesforce
11180237,Inactive Investor,Charles Jarvis,Financial Advisor,Edward Jones Wheaton IL 55 E Loop Rd,chuck.jarvis@edwardjones.com,,Salesforce
10929682,Inactive Investor,Craig Stix,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,craig.stix.m3xz@statefarm.com,,Salesforce
11063465,Inactive Investor,Richard Gardner,Chief Compliance Officer;Financial Planner;Owner;President,"Lionheart Financial Planning, Inc.",richg@lionheartfinancialplanning.com,,Salesforce
11165025,Inactive Investor,Dennis Mojares,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",dennis.mojares@mfin.com,,Salesforce
9589288,,Tiffany Cote,,,tiffany@b3wealthstrategies.com,,List import
10596150,,Moises Gutfrajnd,,,moises.gutfrajnd@scotiawealth.com,,Web Form Fillout
10820799,Inactive Investor,Larry Klingensmith,,"Trustmont Financial Group, Inc. Erie PA Private Residence",,,Salesforce
11013085,Inactive Investor,Luis Marriot,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11017483,Inactive Investor,Patrick Sowell,Financial Advisor,"Pruco Securities, LLC. Saco ME 885 Portland Rd",patrick.sowell@prudential.com,,Salesforce
10921972,Inactive Investor,Matthew Sheffield,Regional Director,Edward Jones Greeley CO 910 54th Ave,,,Salesforce
9615327,,Jeffrey Bloom,,,jeffrey@bloomlaw.com,,List import
11051057,Inactive Investor,Brian Soczka,Financial Advisor,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",brian.soczka@wellsfargoadvisors.com,,Salesforce
10963795,Inactive Investor,Ryan Gourgeot,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,rgourgeotsr@primerica.com,,Salesforce
11111794,Inactive Investor,Andrew Stone,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,andrew.stone@ubs.com,,Salesforce
10784767,Inactive Investor,Daniel Hawkins,Associate Director - Portfolio Management;Vice President,Morgan Stanley Rexburg ID Private Residence,daniel.hawkins@morganstanley.com,,Salesforce
11089418,Inactive Investor,Ashley Archibee-Hadley,Financial Advisor,Edward Jones Carlinville IL 128 E Side Sq,ashley.archibee@edwardjones.com,,Salesforce
11048401,Inactive Investor,Rose Nunes,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
10798020,Inactive Investor,Roberta Ferguson,Managing Director;Regulatory Contact,Aberdeen Wealth Management LLC Chicago IL 33 N la Salle St,,,Salesforce
10795758,Inactive Investor,Anthony Zabiegala,Chief Compliance Officer;Chief Operating Officer;Senior Wealth Advisor,"Strategic Wealth Partners, Ltd.",anthony@swpconnect.com,,Salesforce
10941178,Inactive Investor,Suzette Blasini,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
21626,,David Gregorka,Venture Partner,"Baird Capital Partners, LP. (US).",dgregorka@rwbaird.com,1-312-609-4700,Database Upload
10850577,Inactive Investor,John Dipaolo,,PNC Investments Medina OH 5120 Buehlers Dr,john.dipaolo@pnc.com,,Salesforce
9575061,,Nikolas McAllister,,,wifebeater12223@gmail.com,,List import
10981264,Inactive Investor,Samuel Gray,,J.P. Morgan Securities LLC Portland OR 4700 SE Woodstock Blvd,,,Salesforce
11197744,Inactive Investor,Pietro Messina,Assistant Vice President;Wealth Advisor,Wealthspire Advisors New York NY 90 Park Ave,pietro.messina@wealthspire.com,,Salesforce
182939,,Andre Mendes,,[Unknown],anmnds@gmail.com,,
10942000,Inactive Investor,Terry Dennison,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 2601 Eastchester Dr",terry.dennison@ml.com,,Salesforce
11110909,Inactive Investor,Nathan Twining,Chief Technology Officer;Lead Advisor;Principal,"Financial Plan, Inc.",nathan.twining@financialplaninc.com,,Salesforce
11088124,Inactive Investor,Kristofer Venezia,Investment Advisor Representative,"Eckman Wealth Management, LLC Mesa AZ Private Residence",kvenezia@eckmanwealth.com,,Salesforce
10929943,Inactive Investor,Thomas Lawnsby,,LPL Financial LLC South Hamilton MA Private Residence,tom.lawnsby@lpl.com,,Salesforce
10787237,Inactive Investor,Adam White,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,awhite@rwbaird.com,,Salesforce
11057059,Inactive Investor,Ashley Gonzalez,Financial Advisor,Edward Jones Chula Vista CA 690 Otay Lakes Rd,ashley.gonzalez@edwardjones.com,,Salesforce
10948439,Inactive Investor,Alexander Aucoin,Financial Consultant,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,alexander.aucoin@lpl.com,,Salesforce
10936563,Inactive Investor,Seth Lewis,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,sethlewis@statefarm.com,,Salesforce
11041178,Inactive Investor,Lindsay Yunkus Darnell,Financial Advisor,Edward Jones Benton IL 606 N Main St,lindsay.yunkusdarnell@edwardjones.com,,Salesforce
11149564,Inactive Investor,Laura Smith,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
9584132,,Joseph West,,,jwest@hightoweradvisors.com,,List import
10781454,Inactive Investor,Leon Henderson,Financial Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,leon.henderson@morganstanley.com,,Salesforce
10789668,Inactive Investor,Ryan Ewing,,Fidelity Brokerage Services LLC Fort Worth TX Private Residence,,,Salesforce
9581917,,David Olney,,,dolney@berkshirepropertyadvisors.com,,List import
11109995,Inactive Investor,Steven Johnson,Financial Advisor,LPL Financial LLC Saint Charles MO 19 Research Park Ct,steven.johnson@lpl.com,,Salesforce
9557641,,Norman Gilbert,,,charles.gilbert@jwcemail.com,,List import
11197726,Inactive Investor,James Henty,Financial Advisor,Edward Jones Liverpool NY 916 Old Liverpool Rd,jim.henty@edwardjones.com,,Salesforce
11032624,Inactive Investor,Randy Sefrit,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
10873694,Inactive Investor,Beth Nimmons,,State Farm VP Management Corp.,bethnimmons@statefarm.com,,Salesforce
11043038,Inactive Investor,Jonathan Hermelbracht,,Edward Jones North Platte NE Private Residence,jon.hermelbracht@edwardjones.com,,Salesforce
10908388,Inactive Investor,Sherry Price,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,sherryprice@statefarm.com,,Salesforce
11148678,Inactive Investor,Sandra Curlee,Financial Advisor,LPL Financial LLC Lemoyne PA 645 N 12th St,sandra.curlee@lpl.com,,Salesforce
10779393,Inactive Investor,William Chambers,,Huntleigh Securities Corporation,billchambers@hntlgh.com,,Salesforce
338410,,Steven Lorio,,LPL Financial,steven.lorio@lpl.com,,Event
10947255,Inactive Investor,Jason Bowers,,Cetera Advisor Networks LLC Frederick MD Private Residence,,,Salesforce
9559323,,Adanmar Cardenas,,,adancitocardenas12@gmail.com,,List import
11205929,Inactive Investor,Benjamin Herrera,,"OneAmerica Securities, Inc.",,,Salesforce
346098,,Gayle Bushnell,Chief Compliance Officer,Northwest Administrators Inc,gbushnell@nwadmin.com,206-329-4900,Manual List Upload
344190,,William Mckernan,CPA,Piermani Charles J Associates,wmckernansr@wlmckernan.com,610-275-7544,Manual List Upload
10757514,Inactive Investor,Lance Becatti,Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 4207 W Bay to Bay Blvd",lance.n.becatti@ampf.com,,Salesforce
3410005,,Ryan Poole,,,digitalflooringllc@gmail.com,,Web Form Fillout
5158269,,tom jack,,,bevimox107@klblogs.com,,Web Form Fillout
8736261,,Test Test,,,ldaniel@chiefmedia.com,,Web form fillout
9564006,,Zipho Khumalo,,,ziphot.khumalo@protonmail.com,,List import
11027610,Inactive Investor,Martin Gruszka,Advisor;Chief Compliance Officer;Owner;Partner,"Legacy Advisory Services, LLC",,,Salesforce
205096,,Sina Meier,"MD, Head of Switzerland",21Shares,sina@21shares.com,,Content
11075720,Inactive Investor,Ashley Reed,,J.P. Morgan Securities LLC Richmond IN 2101 Chester Blvd,ashley.reed@jpmorgan.com,,Salesforce
10486613,,Thu Dang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",thu.dang@tfaconnect.com,,List Import
127864,,Linda Kitchens,,"Aspiriant, Llc",lkitchens@aspiriant.com,(858) 755-8899,
9641725,,Federico Tosato,,,fede1363@gmail.com,,List import
9597612,,Celeste Gilbert Gilbert,,,celeste@cjgfinancial.com,,List import
10944284,Inactive Investor,Nabeha Brown,Regional Supervising Manager,"Osaic Wealth, Inc.",,,Salesforce
9610540,,Susan Nelson,,,snelson2@yahoo.com,,List import
9602463,,Jeffrey Jacobs,,,jjacobs@miraclemileadvisors.com,,List import
10970298,Inactive Investor,Michael Feeney,,M. S. Howells & Co.,,,Salesforce
11037459,Inactive Investor,Benjamin Koemptgen,,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,,,Salesforce
11113896,Inactive Investor,Luis Chiappy,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",luis.chiappy@equitable.com,,Salesforce
10895157,Inactive Investor,Paul-Anthony Schifilliti,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
11030962,Inactive Investor,Hugh Clark,,J.P. Morgan Securities LLC Largo FL 821 W Bay Dr,hugh.clark@jpmorgan.com,,Salesforce
10759295,Inactive Investor,Alicia Birch,Senior Wealth Management Client Associate,"Raymond James & Associates, Inc. Buffalo NY 6580 Main St",alicia_birch@ml.com,,Salesforce
10876600,Inactive Investor,Kaulen Jenkins,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",kaulen.jenkins@schwab.com,,Salesforce
11204058,Inactive Investor,Christopher Dunlevy,President,"Aspen Trail Wealth Management, LLC",chrisdunlevy@aspentrailwealthmanagement.com,,Salesforce
11162958,Inactive Investor,Allen Schmidt,Financial Advisor;Vice President,Morgan Stanley Middleton WI 8215 Greenway Blvd,allen.schmidt@morganstanley.com,,Salesforce
11185250,Inactive Investor,Jason Klein,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
10892179,Inactive Investor,John Scinto,,"Transamerica Financial Advisors, Inc Trumbull CT 30 Regina St",john.scinto@tfaconnect.com,,Salesforce
11137473,Inactive Investor,Alexander Meadows,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9587704,,Tony Folino,,,folinoelectric54@aol.com,,List import
11204614,Inactive Investor,Elliot Cruz,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",elliot.cruz@nm.com,,Salesforce
227771,, -,,[[Unknown]],helloquiana@gmail.com,,
10957975,Inactive Investor,Todd Duncan,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,todd.duncan@jpmorgan.com,,Salesforce
11111141,Inactive Investor,Joel Gold,Financial Advisor;Owner;Principal,The Gold Company Portland ME 145 Newbury St,,,Salesforce
5260882,,Waheed Zaman,,Azha Global Commercial Information Services,zaman143@yahoo.com, +971529351530,Web form fillout
11112363,Inactive Investor,Adolfo Herrera,,Wintrust Investments LLC Chicago IL 1946 W Irving Park Rd,aherrera@wintrustwealth.com,,Salesforce
11173412,Inactive Investor,Mark Weast,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",mark.weast@schwab.com,,Salesforce
11033138,Inactive Investor,John Pou,Senior Vice President;Wealth Management Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",john.pou@ml.com,,Salesforce
10937445,Inactive Investor,Joseph Natuzzi,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,jnatuzzi@ft.newyorklife.com,,Salesforce
10961315,Inactive Investor,Edmond Guindi,Vice President,Ades Wealth Management Inc.,,,Salesforce
11201197,Inactive Investor,Inga Timmerman,Chief Compliance Officer;Founder;President,Attainable Wealth West Palm Beach FL 412 55th St,inga@attainablewealthfp.com,,Salesforce
9618290,,Allen Benello,,,abenello@wrpartners.com,,List import
11117232,Inactive Investor,Ravit Kaye,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",ravit_kaye@ml.com,,Salesforce
11212051,Inactive Investor,Madeline Mctigue,,Commonwealth Financial Network Philadelphia PA 2929 Arch St,mmctigue@commonwealth.com,,Salesforce
9579007,,Maggie Binns,,,maggieebg@gmail.com,,List import
10865248,Inactive Investor,Sarah Pack,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11172286,Inactive Investor,Robert Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",robert_l_smith@ml.com,,Salesforce
9594188,,Darrel Buckley,,,darrel.buckley@threadneedle.co.uk,,List import
11003227,Inactive Investor,June Fernandez,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,jfernandez.11jgc@primerica.com,,Salesforce
9626096,,Amarildo Cuka,,,amarildo12cuka@gmail.com,,List import
10915773,Inactive Investor,Michael Tom,Partner;Principal,AtwoB,michael@atwob.com,,Salesforce
10874457,Inactive Investor,Stephen Cross,Financial Advisor,"Voya Financial Advisors, Inc. Derby KS 124 S Baltimore Ave",stephen.cross@voya.com,,Salesforce
11136766,Inactive Investor,Jeffery Rasbury,,"Farmers Financial Solutions, LLC Gardendale AL 1420 Northbrook Dr",,,Salesforce
11039897,Inactive Investor,Brian Addy,,"MML Investors Services, LLC Shreveport LA 6425 Youree Dr",baddy@financialguide.com,,Salesforce
10843833,Inactive Investor,Kevin Yeargers,,"Northwestern Mutual Investment Services, LLC Sewickley PA 419 Walnut St",kevin.yeargers@nm.com,,Salesforce
10986134,Inactive Investor,John Thompson,,"Allstate Financial Services, LLC Newnan GA 300 Bullsboro Dr",,,Salesforce
10784248,Inactive Investor,Michael Houllahan,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
11075757,Inactive Investor,John Boehling,,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,john.boehling@opco.com,,Salesforce
10645553,,Amy Tucek,,,atucek@inlandgroup.com,,List Import
11040753,Inactive Investor,Richard Rovetto,Chief Compliance Officer;Secretary,Hunter Capital Management,rrovetto@huntercapitalmanagement.com,,Salesforce
11103603,Inactive Investor,David Crew,Financial Advisor,LPL Financial LLC Atlanta GA 200 Ashford Ctr N,david.crew@lpl.com,,Salesforce
10996211,Inactive Investor,William Hanlon,,"Truist Investment Services, Inc. Pinehurst NC 50 Aviemore Dr",,,Salesforce
11027521,Inactive Investor,Claudia Zena Gil,,J.P. Morgan Securities LLC Chicago IL 1809 W Lawrence Ave,claudia.zena-gil@jpmorgan.com,,Salesforce
87298,,Donald Sowa,"Branch Manager, Chief Compliance Officer, Financial Advisor, President",Sowa Financial Group,dsowa@sowafinancial.com,401-434-8090,
350760,,Desiree Mieses,"Vice President, Institutional Advisory Service",Santander Securities,dmieses@sampr.com,866-736-6475,Manual List Upload
178857,,Eric Liaw,"Director, Product Solutions",[Unknown],eric.liaw@cimb.com, +60 (0)3 2261 8888,Database Upload
10770531,Inactive Investor,Cindy Hions-Dayoub,Account Executive,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,chionsdayoub@janney.com,,Salesforce
11080522,Inactive Investor,Sitalakshmi Arumugam,,J.P. Morgan Securities LLC Barrington IL 136 W Northwest Hwy,sitalakshmi.arumugam@jpmorgan.com,,Salesforce
11184464,Inactive Investor,William Alderdice,Chief Executive Officer;Chief Investment Officer;President,"Silverbrook Investment Advisors, Inc.",,,Salesforce
9626526,,Scott Harrison,,,scottharrison2244@gmail.com,,List import
9575847,,Timothy Wooten,,,tim.wooten@transamerica.com,,List import
10940606,Inactive Investor,Loren Kinczel,Chief Compliance Officer;Founder,Cultivate Financial Group LLC,,,Salesforce
10982716,Inactive Investor,Ryan Waddell,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",ryan.waddell@hantzgroup.com,,Salesforce
11044574,Inactive Investor,Sarah Kepchar,,J.P. Morgan Securities LLC Williston VT 38 Connor Way,,,Salesforce
10861783,Inactive Investor,Jerome Papiernik,Financial Advisor,Edward Jones Libertyville IL 712 Florsheim Dr,jerry.papiernik@edwardjones.com,,Salesforce
189032,,Maria Gershon,,[Unknown],mariagershon@yahoo.com,,source
10828209,Inactive Investor,Steven Eckert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",steven.eckert@ml.com,,Salesforce
10951421,Inactive Investor,Megan Richter,Senior Vice President;Wealth Management Regional Executive,Key Investment Services LLC,megan.richter@key.com,,Salesforce
10767601,Inactive Investor,Tami Rovall,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",tami.rovall@wellsfargoadvisors.com,,Salesforce
9589424,,Kristi Caruso,,,kristicaruso55@gmail.com,,List import
11154512,Inactive Investor,Charles Marino,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",charles.marino@valic.com,,Salesforce
10644945,,Robert Biodrowski,,,robert.z.biodrowski@wellsfargo.com,,List Import
11156791,Inactive Investor,Mary Strickland,,LPL Financial LLC Columbia SC 250 Berryhill Rd,mary.strickland@lpl.com,,Salesforce
11020147,Inactive Investor,Gabriel Sanchez,,J.P. Morgan Securities LLC Santa Monica CA 2701 Wilshire Blvd,,,Salesforce
10930130,Inactive Investor,Melissa Thacker,,"Northwestern Mutual Investment Services, LLC Rockford IL 1252 Bell Valley Rd",mbeth.thacker@nm.com,,Salesforce
10954440,Inactive Investor,Maria Ruiz,,"Wells Fargo Clearing Services, LLC Phoenix AZ 41830 N Gavilan Peak Pkwy",,,Salesforce
10840096,Inactive Investor,Chrystin Brackett,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,chrystin.brackett@fmr.com,,Salesforce
11008816,Inactive Investor,Devin Bos,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",devin.bos@nm.com,,Salesforce
248612,,Maggie Sin,Business Development Manager,FINNOVASIA,maggie@finnovasia.com,,Manual List Upload
9617102,,Eileen ORourke,,,ibedesi55@mac.com,,List import
11112836,Inactive Investor,Mary Jones,Registered Associate,"Wells Fargo Advisors Financial Network, LLC New Bern NC 240 Craven St",,,Salesforce
11205525,Inactive Investor,Heidi Henderson,Senior Client Associate,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,heidi.henderson@jpmorgan.com,,Salesforce
10792107,Inactive Investor,Erik Waldron,Financial Advisor,"CUSO Financial Services, L.P. Loveland OH 10501 Loveland Madeira Rd",erik.waldron@cusonet.com,,Salesforce
11235957,Inactive Investor,Brenton Ernsbarger,Associate Financial Advisor,Pandowealth. LLC Fayetteville AR Private Residence,brenton.ernsbarger@pandowealth.com,,Salesforce
11096463,Inactive Investor,Barbara Nasib,,PFS Investments Inc. South Ozone Park NY 11587 Lefferts Blvd,barbara.nasib@primerica.com,,Salesforce
11095233,Inactive Investor,Kent Hulse,Financial Advisor,"Copley Financial Group, Inc.",,,Salesforce
11004404,Inactive Investor,Dylan Thomas,,"Lion Street Financial, LLC Tyler TX 1828 E Southeast Loop 323",dthomas@lionstreet.com,,Salesforce
7186159,,John Sandoval,,,jsandovz@umich.edu,,Web Form Fillout
9647182,,R C,,,rocket.capital@yahoo.com,,List import
9624951,,Ramon Fernandez,,,raymondproductions@gmail.com,,List import
9624673,,Arami Jones,,,lilbaabyfanpage@gmail.com,,List import
9629928,,Joe Khougaz,,,joekhougaz@gmail.com,,List import
11219036,,Christopher Immeker,,,immekerc@ceteranetworks.com,,Other
9547804,,SLAMET ADI NUGROHO,,,sadinugroho81@gmail.com,,List import
10760446,Inactive Investor,Charles Lister,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",charles.lister@wellsfargoadvisors.com,,Salesforce
9609317,,Daniel Mclaughlin,,,deomack1@yahoo.com,,List import
11044105,Inactive Investor,Bernard Hamilton,Financial Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 100 N 18th St",bernard.hamilton@ampf.com,,Salesforce
11142938,Inactive Investor,John Walsh,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10753098,Inactive Investor,Job Ward,,The Huntington Investment Company Fishers IN 11640 Olio Rd,job.ward@huntington.com,,Salesforce
11169523,Inactive Investor,Alan Jimenez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10932172,Inactive Investor,Oscar Coracero,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,oscar.coracero@primerica.com,,Salesforce
11069030,Inactive Investor,Jacqueline Ginsburg,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11019157,Inactive Investor,Sinthia Tapia,,J.P. Morgan Securities LLC Larchmont NY 1350 Boston Post Rd,sinthia.tapia@jpmorgan.com,,Salesforce
179278,,Tim Vanvaerenbergh,CEO at LuxHedge,[Unknown],tv@luxhedge.com, +32 16 908 486,Database Upload
9591597,,Jesufemi Ayoola,,,jesufeus@gmail.com,,List import
10986624,Inactive Investor,Vlad Poston,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Indian Wells CA 74785 US Hwy 111",,,Salesforce
11018214,Inactive Investor,Eric Munro,Financial Consultant,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",eric.munro@equitable.com,,Salesforce
9625281,,Denise Perez,,,pdenise915@gmail.com,,List import
11055738,Inactive Investor,Gilaad Matar,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,gilaad.matar@morganstanley.com,,Salesforce
11085799,Inactive Investor,Harold Fischer,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10958746,Inactive Investor,Jack Griffin,Wealth Advisor,The Martin Worley Group Lake Oswego OR 5200 Meadows Rd,jack@martinworley.com,,Salesforce
10785579,Inactive Investor,Thomas Abbott,Chairman;Principal,Boltwood Capital Management San Francisco CA 1220 Sansome St,,,Salesforce
10888545,Inactive Investor,Judson Platz,Manager;Senior Vice President,Robert W. Baird & Co. Incorporated,,,Salesforce
11064390,Inactive Investor,Ian Post,Chief Compliance Officer;Managing Member;Principal;Wealth Manager,Fifth Set Private Wealth Management LLC Harrison NY 600 Mamaroneck Ave,,,Salesforce
11231975,Inactive Investor,Divya Gupta,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10942561,Inactive Investor,Bryan Nash,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
10974665,Inactive Investor,Christine Reaske,,PFS Investments Inc. Bloomfield CT 9 Old Windsor Rd,christine.reaske@primerica.com,,Salesforce
9624071,,Tomas Alfonso,,,alfotom78@gmail.com,,List import
9643879,,Oscar Dalton,,,omd3@yahoo.com,,List import
11029231,Inactive Investor,Geoffrey Voorhees,Investment Advisor,FamilyWealth,gvoorhees@familywealth.us,,Salesforce
10774317,Inactive Investor,Paulette Douglas,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",paulette.washington@wellsfargoadvisors.com,,Salesforce
10816472,Inactive Investor,Jason Leibovitch,Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",jason.leibovitch@ml.com,,Salesforce
11020939,Inactive Investor,Aaron McKell,,"Osaic Wealth, Inc. Fresno CA 7108 N Fresno St",,,Salesforce
11092466,Inactive Investor,Christopher Wieters,Financial Professional,"MML Investors Services, LLC Macon GA 2050 Bowman Park",cwieters@financialguide.com,,Salesforce
9594933,,Jarrett Kling,,,jarrett.kling@cbreclarion.com,,List import
11074236,Inactive Investor,Jaslyn Marques,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
11056917,Inactive Investor,Michael Townsend,,"Bessemer Investor Services, Inc. Dallas TX 300 Crescent Ct",,,Salesforce
11114030,Inactive Investor,Cory Cooper,,"Farmers Financial Solutions, LLC Sandy UT 8941 S 700 E",ccooper@farmersagent.com,,Salesforce
10892410,Inactive Investor,Olga Floresca,Senior Client Associate,Neuberger Berman BD LLC Los Angeles CA 10100 Santa Monica Blvd,olga.floresca@nb.com,,Salesforce
206436,,T Collins,,[Unknown],tomc_91@hotmail.com,,
11213065,Inactive Investor,Tiffany Johnson,,"Empower Financial Services, Inc Aurora CO Private Residence",tiffany.johnson@empower.com,,Salesforce
10606531,,Mary Fava-Marsh,"Relationship Manager, Senior Client Service Associate",UBS Financial Services Inc.,mary.favamarsh@ubs.com,201-441-3973,List Import
10878966,Inactive Investor,Wendy Hoffman,,Vanguard Marketing Corporation,wendy_lynn_hoffman@vanguard.com,,Salesforce
9609041,,Mikkel Elmer nielsen,,,elmermikkel@hotmail.com,,List import
10869821,Inactive Investor,Brian Schnabel,Investment Advisor Representative,LPL Financial LLC Hendersonville TN 323 W Main St,brian.schnabel@lpl.com,,Salesforce
9606771,,Evan Dahl,,,nayih99@gmail.com,,List import
11032684,Inactive Investor,Jeremy Berman,,"M&A Securities Group, Inc.",,,Salesforce
11220948,,Alyse Dominguez,,,alyse.dominguez@allworthfinancial.com,,List Import
11117798,Inactive Investor,Corin Lindgren,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11060289,Inactive Investor,Talon Love,Wealth Management Intern,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
11093286,Inactive Investor,Nosizwe Chimurenga,,PFS Investments Inc. Carson CA 454 E Carson Plaza Dr,,,Salesforce
10821483,Inactive Investor,Carola Cohen,Financial Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,carola.cohen@morganstanley.com,,Salesforce
10915192,Inactive Investor,Tracy Chan,Financial Advisor,LPL Financial LLC Pasadena CA 215 N Marengo Ave,tracy.chan@lpl.com,,Salesforce
10858521,Inactive Investor,Mark Herhold,Chief Compliance Officer;Owner;President,Security First Financial,,,Salesforce
11102873,Inactive Investor,Kirk Wherritt,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",kirk.wherritt@nm.com,,Salesforce
10934224,Inactive Investor,Brian Blagdon,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,brian.blagdon@jpmorgan.com,,Salesforce
11203000,Inactive Investor,Colton Bridge,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10852610,Inactive Investor,Seth Jackson,Financial Advisor,Edward Jones Crosby MN 101 W Main St,seth.jackson@edwardjones.com,,Salesforce
10487130,,Balin Smith,Financial Consultant,"Equitable Advisors, LLC",balin.smith@equitable.com,,List Import
335654,,Lawrence Baum,Chief Risk Officer,Ionic Capital Management Llc,lbaum@ioniccap.com,212-294-8500,Manual List Upload
10488239,,James Holland,,Frost Investment Services,jamesers13@hotmail.com,,List Import
11026960,Inactive Investor,Shannon Ross,Financial Advisor,Morgan Stanley Colorado Springs CO 121 S Tejon St,shannon.ross@morganstanley.com,,Salesforce
10825501,Inactive Investor,Stephen Berrocal,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",stephen.berrocal@truist.com,,Salesforce
10929838,Inactive Investor,Stephen Schuller,,"Prospera Financial Services, Inc. Jacksonville FL Private Residence",stephen.schuller@prosperafinancial.com,,Salesforce
10648324,,James Wallace,,,james.wallace@fmr.com,,List Import
10864534,Inactive Investor,Christopher Baker,Financial Advisor,Commonwealth Financial Network Carmel IN 12900 N Meridian St,cbaker@commonwealth.com,,Salesforce
220796,,C.H. Seow,,[Unknown],scheth88@gmail.com,,Direct
11059901,Inactive Investor,Daniel Sponseller,Private Client Banker,J.P. Morgan Securities LLC Oceanside CA 1040 Mission Ave,daniel.d.sponseller@chase.com,,Salesforce
11210333,Inactive Investor,Amanda Adams,Financial Advisor,Edward Jones North Attleboro MA 465 S Washington St,amanda.adams@edwardjones.com,,Salesforce
9565606,,David Aulie,,,daulie@sigmarep.com,,List import
11024399,Inactive Investor,Lareza Hernandez,,"Wells Fargo Clearing Services, LLC Gilbert AZ 700 N Gilbert Rd",,,Salesforce
9575480,,Edwin Fischer,,,ted@parcap.com,,List import
11008107,Inactive Investor,Michael Croker,,Lincoln Investment Omaha NE 9839 S 168th Ave,mcroker@lincolninvestment.com,,Salesforce
10934291,Inactive Investor,Jorge San Roman,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
10857794,Inactive Investor,Jennifer Hester Hall,Managing Member;Operations Manager;Regulatory Contact,"Legacy Planning Advisors, LLC",jhesterhall@legacyplanningadvisors.com,,Salesforce
371836,,wang yuran,,United States,purple1011f@gmail.com,,Salesforce
9608127,,Roger Sherman,,,rsher1@sbcglobal.net,,List import
9555817,,Phyllis Maddox,,,maddoxphyllis73@gmail.com,,List import
10989327,Inactive Investor,Tiara Prante,,Lincoln Investment University Place WA 5350 Orchard St W,tprante@lincolninvestment.com,,Salesforce
11150203,Inactive Investor,Sally Bayless,,"Wells Fargo Clearing Services, LLC Cumming GA 106 W Maple St",sally.bayless@wellsfargo.com,,Salesforce
11068788,Inactive Investor,Chandler Hahn,,State Farm VP Management Corp. Belmont NC 5938 W Wilkinson Blvd,,,Salesforce
11053170,Inactive Investor,Zachary Morse,Associate Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,,,Salesforce
11191922,Inactive Investor,Kevin Daley,Private Client Financial Advisor,"Citizens Securities, Inc. Concord MA 97 Lowell Rd",kevin.daley@citizenssecurities.com,,Salesforce
351533,,Champ Raju,Partner,Ppm America Inc,champ.raju@ppmamerica.com,312-634-2500,Manual List Upload
10977526,Inactive Investor,Noah Schwab,Financial Planner,"Stewardship Concepts Financial Services, LLC",noah@scfinancials.com,,Salesforce
38040,,Mark Wilkins,Financial Consultant,Thrivent Investment Management Inc.,mark.wilkins@thrivent.com,,
9639839,,Mark D'Souza,,,mark.dsouza@bluebridge.ca,,List import
11209027,Inactive Investor,Matthew Meyer,,"Farmers Financial Solutions, LLC Leawood KS 3817 W 95th St",,,Salesforce
11111202,Inactive Investor,Jared Rothbard,Financial Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,jared_rothbard@glic.com,,Salesforce
348786,,Andrew Leonard,Managing Partner,"Geometric Wealth Advisors, Llc",aleonard@geometricadvisors.com,973-525-4901,Manual List Upload
10885914,Inactive Investor,Michael Leonardo,Financial Advisor,"Axis Wealth Partners, LLC",mleonardo@axisadvisorsgroup.com,,Salesforce
11124024,Inactive Investor,Roger Reynolds,,Vanguard Marketing Corporation,roger_reynolds@vanguard.com,,Salesforce
11162389,Inactive Investor,Jo Pate,,LPL Financial LLC Valdosta GA 3321 N Valdosta Rd,jo.pate@lpl.com,,Salesforce
11124992,Inactive Investor,Matthew Maultsby,Financial Advisor,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",matthew.maultsby@wellsfargoadvisors.com,,Salesforce
373065,,Nick Martini,,[Unknown],gwartinez@yahoo.com,,source
11044942,Inactive Investor,Melroy Atkins,Associate Vice President;Financial Advisor,Morgan Stanley San Francisco CA 555 California St,melroy.atkins@morganstanley.com,,Salesforce
9550941,,Brian Chavarria,,,brian.chavarria@cqsus.com,,
11139901,Inactive Investor,David Maxwell,,PFS Investments Inc. Flowood MS 631 Lakeland East Dr,,,Salesforce
10924296,Inactive Investor,Luke Williamson,Client Service Associate,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",luke.williamson@raymondjames.com,,Salesforce
10613981,,Andrew Smith,Financial Advisor,,andrew.smith1@wellsfargo.com,,List Import
1001406,Inactive Investor,Brad Palmer,,Palm Ventures,bpalmer@palmventures.com,,3rd Party Lead Gen
9574817,,Chris Ryan,,,chrisryan999999@gmail.com,,List import
11046211,Inactive Investor,Richard Chen,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,richard-k.chen@ubs.com,,Salesforce
9556401,,Brock Lamarca,,,blamarca@mesirowfinancial.com,,List import
9605507,,Martha Shear,,,mbshear@gmail.com,,List import
11040479,Inactive Investor,Kelly Vaughn,,"Conners & Co., Inc. Cincinnati OH 1 W 4th St",,,Salesforce
10824695,Inactive Investor,Peter Vrooman,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Kansas City MO 9237 Ward Pkwy",peter.vrooman@wellsfargoadvisors.com,,Salesforce
10839611,Inactive Investor,Jeffrey Kney,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,jekney@lincolninvestment.com,,Salesforce
10863445,Inactive Investor,Adisa Hadzic,,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,adisa.hadzic@jpmorgan.com,,Salesforce
9561288,,George Wyatt,,,george@smith-salley.com,,List import
10872195,Inactive Investor,Dusty Kanute,Senior Advisor;Supervision Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",dusty.kanute@raymondjames.com,,Salesforce
371424,,fernando Lorenzi,,Hospital das clínicas,pucshabri@gmail.com,5.512E+12,Salesforce
371655,,Gonzalo Kieffer,,Bolivia,gonzalo.kieffer@kieffer-asociados.com,,Salesforce
10615280,,Jose Rosario,"Assistant Vice President, Financial Advisor, International Client Advisor",,jose.rosario@morganstanley.com,,List Import
339011,,John Ruttenberg,Director And Shareholder Of Registrant,Tinicum Incorporated,jruttenberg@tinicum.com,212-446-9300,Manual List Upload
11044762,Inactive Investor,Ej Nusbaum,,State Farm VP Management Corp. Colorado Springs CO 7610 N Union Blvd,,,Salesforce
10925643,Inactive Investor,Ryan Lanpheer,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10975499,Inactive Investor,Joseph Kellogg,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,jkellogg@primerica.com,,Salesforce
11204886,Inactive Investor,Marvilla Morris,,PFS Investments Inc. Conshohocken PA 1100 E Hector St,,,Salesforce
10893410,Inactive Investor,Michelle Piper,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,michelle.piper@ceterainvestors.com,,Salesforce
228637,, -,,[[Unknown]],80214636@qq.com,,Organic Search
9597150,,Cassandra Mcnulty,,,cmcnulty@wipflifinancial.com,,List import
10753860,Inactive Investor,Mark Jenison,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",mark.jenison@equitable.com,,Salesforce
9588738,,Francis Timons,,,ftimons@pier88.com,,List import
10983909,Inactive Investor,Andrew Laslie,Chief Tax Strategist;Financial Advisor,"VanceGray Wealth Management, Inc.",alaslie@vancegray.com,,Salesforce
11201426,Inactive Investor,Barbara Larson,,"Avantax Investment Services, Inc. Broomfield CO 740 Burbank St",,,Salesforce
374178,,Rakesh Bhatia,,[Unknown],rakeshrakesh2711@gmail.com,,Salesforce
11260838,Inactive Investor,Kathryn Silverthorn,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",kate.silverthorn@nm.com,,Salesforce
79605,,David Fontenot,,"MML Investors Services, LLC",dfontenot@financialguide.com,377-254-3101,
11045423,Inactive Investor,Elise Kern,Senior Client Associate,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",elise.kern@wellsfargoadvisors.com,,Salesforce
10777208,Inactive Investor,Alberto Gaglianese,Financial Representative;Senior Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,agaglianese@lincolninvestment.com,,Salesforce
9581887,,Deborah Lee,,,deborahdicaprio88@gmail.com,,List import
10771024,Inactive Investor,Julie Wilsey,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",julie.wilsey@ml.com,,Salesforce
11066052,Inactive Investor,Ronald Burkard,Financial Consultant,"Centaurus Financial, Inc. Santa Ana CA 2224 E Santa Clara Ave",,,Salesforce
10821780,Inactive Investor,Susan Willenbring,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",susan.c.olson@ampf.com,,Salesforce
237749,, -,,[[Unknown]],patrick.scardino@gmail.com,,Paid Search
10993063,Inactive Investor,Kristie Damore,Financial Advisor,"W&S Brokerage Services, Inc. Troy MI 5700 Crooks Rd",kristie.damore@wslife.com,,Salesforce
11085238,Inactive Investor,Sunny Leung,,"Transamerica Financial Advisors, Inc Arcadia CA 444 E Huntington Dr",sunny.leung@tfaconnect.com,,Salesforce
10760599,Inactive Investor,Luke Konarski,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,luke.konarski@fidelity.com,,Salesforce
9549782,,Paul Lovett,,,paulplovett@aol.com,,List import
10886908,Inactive Investor,William Bower,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10876641,Inactive Investor,Geoffrey Kunkle,Financial Advisor,Edward Jones Tualatin OR 8100 SW Nyberg St,geoffrey.kunkle@edwardjones.com,,Salesforce
11104147,Inactive Investor,Timothy O'Connor,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,timothy.o-connor@jpmorgan.com,,Salesforce
10948994,Inactive Investor,Alicia Mitros,,"Cambridge Investment Research, Inc. Coralville IA 2229 E Grantview Dr",,,Salesforce
10825777,Inactive Investor,Harold Pearson,Senior Vice President,Wedbush Securities Inc. Sacramento CA 455 Capitol Mall,harold.pearson@wedbush.com,,Salesforce
9548266,,James Williams,,,james.williams2@lfg.com,,List import
10853613,Inactive Investor,Douglas Casale,Financial Advisor,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",doug.casale@wellsfargoadvisors.com,,Salesforce
11070227,Inactive Investor,Michael Dyer,,Momentum Independent Network Inc. Winston NM Private Residence,mdyer@hilltopnetwork.com,,Salesforce
11115304,Inactive Investor,Breton Laubscher,Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
11031273,Inactive Investor,Andrew Altenbach,Financial Advisor;Investment Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,andrew_altenbach@glic.com,,Salesforce
10792952,Inactive Investor,Christiania Oakerman,,"CUSO Financial Services, L.P. Springfield OR 925 Harlow Rd",coakerman@cusonet.com,,Salesforce
11149108,Inactive Investor,Jeffrey Keessen,Financial Advisor,LPL Financial LLC Belmont MI Private Residence,jeffrey.keessen@lpl.com,,Salesforce
9621540,,Charles Etzweiler,,,cetzweiler@nepsiscapital.com,,List import
11184506,Inactive Investor,Cody Peck,Managing Member,Limber Capital LLC,,,Salesforce
9598351,,Michael Hankin,,,mike.hankin@brownadvisory.com,,List import
10858287,Inactive Investor,Sterling Hanson,,UBS Financial Services Inc. Salt Lake City UT 95 S State St,sterling.hanson@ubs.com,,Salesforce
10849445,Inactive Investor,William Touey,Financial Advisor,LPL Financial LLC Media PA 223 N Monroe St,william.touey@lpl.com,,Salesforce
10801658,Inactive Investor,James Woldert,Director - Alternative Investments;Financial Advisor;Managing Director;Portfolio Management Director,Morgan Stanley Houston TX 2800 Post Oak Blvd,james.woldert@morganstanley.com,,Salesforce
9546256,,Vinod Mahboobani,,,vinodmahboobani11@gmail.com,,List import
10874979,Inactive Investor,Andrew Fraley,Financial Advisor,LPL Financial LLC Blaine MN Private Residence,andrew.fraley@lpl.com,,Salesforce
5996671,,Stacy Smith,,,jororab246@prolug.com,,Web Form Fillout
4281215,,steve Bahm,,,stevebahm@msn.com,,Web Form Fillout
11028719,Inactive Investor,Ron Wake,,Country Capital Management Company Pooler GA 315 US Hwy 80 W,ron.wake@countryfinancial.com,,Salesforce
11096860,Inactive Investor,Marcos Martinez-Bergman,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",marcos.martinez-bergman@nm.com,,Salesforce
11190837,Inactive Investor,David Mcnabb,Financial Advisor,Edward Jones Saint Joseph MI 809 Lester Ave,david.mcnabb@edwardjones.com,,Salesforce
9590717,,Jason Lake,,,jason_lake@rogers.com,,List import
10486729,,Christie Autry,Portfolio Consultant,"Raymond James & Associates, Inc.",christie.autry@raymondjames.com,,List Import
10844847,Inactive Investor,Barbara Lochrie,Chief Operating Officer;Owner;Regulatory Contact,"Etesian Wealth Advisors, Inc. West Linn OR 1914 Willamette Falls Dr",barb.lochrie@etesianwa.com,,Salesforce
11155715,Inactive Investor,Natalia Paige,,NYLIFE Securities LLC Lincoln NE 3400 Plantation Dr,napaige@ft.newyorklife.com,,Salesforce
10767217,Inactive Investor,Earl Hudgens,Executive Director;Senior Vice President;Wealth Advisor,Morgan Stanley Hot Springs National Park AR 4262 Central Ave,brad.hudgens@morganstanley.com,,Salesforce
10818122,Inactive Investor,Axel Issel,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,axel.issel@morganstanley.com,,Salesforce
9576323,,Robert Webster,,,rob.webster@hdvest.net,,List import
10908674,Inactive Investor,Helen Simon,Chief Executive Officer;Financial Planner;Managing Member,"Personal Business Management Services, LLC. Pompano Beach FL Private Residence",,,Salesforce
9590454,,Joel Citron,,,jcitron@tenave.com,,List import
9568897,,Robert Skloff,,,rob@silverpinecapital.com,,List import
10986385,Inactive Investor,Malcolm Beard,Financial Advisor,"CUSO Financial Services, L.P. Vancouver WA 1313 Main St",,,Salesforce
10658518,,Stephen Lollis,,,stephen.lollis@gs.com,,List Import
11089337,Inactive Investor,Mark Sexton,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 13890 Bishops Dr",mark.t.sexton@ampf.com,,Salesforce
98681,,Michael Thomassen,Program Management,HCM,mfthomassen@gmail.com,,
11025513,Inactive Investor,Kelly Larson,,"Principal Securities, Inc.",larson.kelly@principal.com,,Salesforce
11118454,Inactive Investor,Jamie Kertis,,Commonwealth Financial Network Birmingham AL 2279 Valleydale Rd,jkertis@commonwealth.com,,Salesforce
9550514,,John Beckel,,,johnbeckel@yahoo.com,,List import
9586157,,Robert Eads,,,stewart@eadsheald.com,,List import
10645060,,Denton Harris,,,denton.j.harris@jpmorgan.com,,List Import
10995216,Inactive Investor,John Welch,,"Equity Services, Inc. Winston Salem NC 511 Shepherd St",welch_john_s@nlvmail.com,,Salesforce
9570070,,Dany Dupasquier,,,dany.dupasquier@sc.com,,List import
10788405,Inactive Investor,Kent Kamita,,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",kent.kamita@equitable.com,,Salesforce
342732,,Aaron Sarfatti,Director,"Equitable Advisors, Llc",aaron.sarfatti@axa-equitable.com,212-314-4600,Manual List Upload
9578798,,Carlos Raul Vejar,,,carlosraul.vejar@gmail.com,,List import
10815494,Inactive Investor,Jesse Warshaw,,Morgan Stanley Alpharetta GA 1 Edison Dr,jesse.warshaw@morganstanley.com,,Salesforce
11008631,Inactive Investor,Rene-Francois Cervantes,,"Cambridge Investment Research, Inc. San Jose CA 2570 N 1st St",,,Salesforce
11120480,Inactive Investor,Benjamin Miller,,PFS Investments Inc. Vancouver WA 601 Main St,benjamin.miller@primerica.com,,Salesforce
9582838,,? ?,,,1908513498@qq.com,,List import
10961853,Inactive Investor,Maria Airhart,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11168485,Inactive Investor,Robert Kwon,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.kwon@fidelity.com,,Salesforce
11156224,Inactive Investor,Robert White,,Jefferies LLC,,,Salesforce
10506156,,Gerry Hyde,President,GHFSC,gerryhyde@allstate.com,859-626-3848,List import
10794079,Inactive Investor,Michelle Rossi-Weida,Vice President - Supervision,LPL Financial LLC Wales WI Private Residence,michelle.rossi-weida@lplfinancial.com,,Salesforce
9584261,,Tamara Malinovic,,,tamaramalinovic411@gmail.com,,List import
10778678,Inactive Investor,Marc Ciociola,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. New Haven CT 265 Church St,marc.ciociola@ubs.com,,Salesforce
10794845,Inactive Investor,Jose Medina Fermin,Senior Vice President,"Popular Securities, LLC San Juan PR 208 Ave Ponce de Leon",,,Salesforce
10850052,Inactive Investor,Hugh Mariaca,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",mariacah@stifel.com,,Salesforce
10648258,,Al Howard,,,alh@telesoftvc.com,,List Import
11021910,Inactive Investor,Erin Rodewald,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",erin.ciezadlo@nm.com,,Salesforce
11066867,Inactive Investor,Georgia Kountouris,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",georgia_kountouris@ml.com,,Salesforce
9602166,,Kent Kramer,,,kentk@fostergrp.com,,List Import
10648173,,Gregg Denhoffer,,,gregg@conexuscap.com,,List import
11164282,Inactive Investor,Pamela Zaniboni,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11137943,Inactive Investor,Suraj Khosla,,"Beech Hill Securities, Inc.",,,Salesforce
11054510,Inactive Investor,Jonathan-Ray Caranto,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11220055,,Brian Sanborn,,,brian@ndr.com,,Other
9615449,,dongwook lee,,,ldus1928@gmail.com,,List import
10972107,Inactive Investor,Andre Cunningham,,Vanguard Marketing Corporation,andre_cunningham@vanguard.com,,Salesforce
10878969,Inactive Investor,Gregory Cecchini,Senior Investment Advisor,"Primoris Wealth Advisors, LLC",gc@primoriswealthadvisors.com,,Salesforce
10770853,Inactive Investor,Victor Sobers,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",victor.sobers@wellsfargoadvisors.com,,Salesforce
10816966,Inactive Investor,Rachel Schmiege,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",rachel.schmiege@ml.com,,Salesforce
11181962,Inactive Investor,Jeremy Stauss,,"Truist Investment Services, Inc. Fort Worth TX 5128 Apache Plume Rd",jeremy.stauss@truist.com,,Salesforce
11142686,Inactive Investor,Stephen Brindle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",s_brindle@ml.com,,Salesforce
9595057,,Ernest Karma,,,enyssite@yahoo.com,,List import
11198560,Inactive Investor,Ryan Kock,,"FBL Marketing Services, LLC Carroll IA 829 W Griffith Rd",ryan.kock@fbfs.com,,Salesforce
10960469,Inactive Investor,Keenan Retterath,,"CUSO Financial Services, L.P. Bismarck ND 204 W Thayer Ave",,,Salesforce
10877397,Inactive Investor,Jay Whited,Financial Advisor,Edward Jones Farmville VA 123 W 3rd St,jay.whited@edwardjones.com,,Salesforce
11096885,Inactive Investor,Raketa Webb,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",raketa.webb@nm.com,,Salesforce
11051944,Inactive Investor,Timothy Madar,Financial Advisor,"Pruco Securities, LLC. Perryopolis PA 222 Independence St",tim.madar@prudential.com,,Salesforce
9634391,,Fiona Motes,,,wcmotes@gmail.com,,List import
10791013,Inactive Investor,Anjuna Manel-Singh,Senior Client Associate,"Wells Fargo Clearing Services, LLC Castro Valley CA 3500 Castro Valley Blvd",anjuna.manel@wellsfargoadvisors.com,,Salesforce
10983098,Inactive Investor,Lucas Ferster,,"LPL Enterprise, LLC",,,Salesforce
9630803,,Dale Snowdon,,,dale@snowdon.dev,,List import
373261,,David Owen,,[Unknown],owend67@yahoo.co.uk,,source
11193252,Inactive Investor,Kenia De Leon,,PFS Investments Inc. Orlando FL 7550 Futures Dr,kenia.deleon@primerica.com,,Salesforce
11030077,Inactive Investor,Isaac Suazo,Financial Advisor,LPL Financial LLC Thornton CO 12000 Washington St,isaac.suazo@lpl.com,,Salesforce
4347791,,Michelle Leow,,,michelleleow.pt@gmail.com,,Web Form Fillout
10657676,,Dennis Lico,,,lico.dennis@ntrs.com,,List Import
11029894,Inactive Investor,Samuel Mills,Financial Advisor,Edward Jones Queen Creek AZ 21188 E Ocotillo Rd,bert.mills@edwardjones.com,,Salesforce
11190896,Inactive Investor,John Massie,Wealth Advisor,LPL Financial LLC Milwaukee WI 10909 W Greenfield Ave,john.massie@lpl.com,,Salesforce
104144,,Min-Q Kim,,"Korea Investment Partners Co., Ltd.",fifa2k@gmail.com,8.21087E+11,
10808145,Inactive Investor,Cinzia Laurenza,Financial Advisor,Edward Jones Staten Island NY 1441 South Ave,cinzia.laurenza@edwardjones.com,,Salesforce
11210459,Inactive Investor,Leonard Jalli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",leonard_j_jalli@ml.com,,Salesforce
11016616,Inactive Investor,Michael Gimlin,,LPL Financial LLC Buffalo NY 8800 Main St,michael.gimlin@lpl.com,,Salesforce
11080524,Inactive Investor,Richard Miller,Private Client Advisor;Vice President,J.P. Morgan Securities LLC East Rochester NY 865 Fairport Rd,richard.b.millerjr@jpmorgan.com,,Salesforce
10945588,Inactive Investor,Russell Bissett,Financial Advisor,LPL Financial LLC Palm Beach Gardens FL 3801 PGA Blvd,russell.bissett@lplfinancial.com,,Salesforce
10931037,Inactive Investor,John Skryd,,"Equitable Advisors, LLC Glen Ellyn IL 800 Roosevelt Rd",john.skryd@equitable.com,,Salesforce
9542432,,alain adam,,,alainadam166@yahoo.co.uk,,List import
10767620,Inactive Investor,Robert Sartori,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Mystic CT 12 Coogan Blvd,robert.sartori@morganstanley.com,,Salesforce
4937868,,Violetta Kim,,,team@atfmedia.com,,Web Form Fillout
11077683,Inactive Investor,Tabitha Balthasar-Baguio,Consultant,"Charles Schwab & Co., Inc. Campbell CA 30 S 1st St",,,Salesforce
10916271,Inactive Investor,Todd Smith,,"Osaic Wealth, Inc. Blue Earth MN 306 S Main St",,,Salesforce
11136318,Inactive Investor,Brian Rowland,Financial Advisor,Edward Jones Tampa FL 1001 S MacDill Ave,brian.rowland@edwardjones.com,,Salesforce
11093842,Inactive Investor,Rebecca Brown,,"OneAmerica Securities, Inc.",rebecca.brown@oneamerica.com,,Salesforce
10990457,Inactive Investor,Evan Rauh,,"Ameritas Investment Company, LLC Pittsburgh PA 11 Pkwy Ctr",evan.rauh@ameritas.com,,Salesforce
10995664,Inactive Investor,Adaryll Williams,,J.P. Morgan Securities LLC Stratford CT 2855 Main St,,,Salesforce
11229062,Inactive Investor,Gianni Cianci,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,gianni.cianci@opco.com,,Salesforce
10934890,Inactive Investor,Elizabeth Anderson,Associate Planner,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,eanderson@janney.com,,Salesforce
198181,,Susan Barnes,Financial Planner,Lincoln Financial Advisors Corporation,susan.barnes@lfg.com,860-298-1800,product
9597524,,Michael Finan,,,mfinan@ctcmycfo.com,,List import
10977323,Inactive Investor,Soha Dessouky,,"Kestra Investment Services, LLC Austin TX 614 S Capital of Texas Hwy",,,Salesforce
10895634,Inactive Investor,Kimberly Riddle,,Cetera Advisors LLC Livingston TX 2123 U S Hwy 190 W,kriddle@ceteraadvisors.com,,Salesforce
11121725,Inactive Investor,Tien Dinh,,J.P. Morgan Securities LLC Westminster CA 15512 Brookhurst St,tien.le.dinh@jpmorgan.com,,Salesforce
9466702,,Joseph Klein,,Joseph Klein,jklein@redrockcm.com,,Content
11004515,Inactive Investor,Jason Chavez,,PFS Investments Inc. Glendora CA 101 W Bennett Ave,jasonchavez@primerica.com,,Salesforce
10855435,Inactive Investor,Sean Johnson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",sean.tt.johnson@ml.com,,Salesforce
11206737,Inactive Investor,Chad Ary,Senior Vice President,LPL Financial LLC,chad.ary@lpl.com,,Salesforce
10974703,Inactive Investor,Jordan Blann,,"Northwestern Mutual Investment Services, LLC Bowling Green KY 827 State St",jordan.blann@nm.com,,Salesforce
10618947,,Samantha Pietruszynski,,,spietruszynski@hightoweradvisors.com,,List import
10864336,Inactive Investor,Bradley Bastion,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,bradley.bastion@primerica.com,,Salesforce
9597216,,Elsie Brown,,Grayscale,Elsie@grayscale.com,,List import
9577501,,John Simkins,,,jsimkins@mystewardshipadvisor.com,,List import
9623660,,arnold olshanesky,,,arnold.o@alignventures.com,,List import
11164827,Inactive Investor,Scott Eckart,,Thrivent Investment Management Inc.,scott.eckart@thrivent.com,,Salesforce
11170754,Inactive Investor,Daisy Ooi,,PFS Investments Inc. Baldwin Park CA 14135 Francisquito Ave,daisy.ooi@primerica.com,,Salesforce
11101102,Inactive Investor,William Overland,,LPL Financial LLC Cedar Rapids IA 500 1st Ave NE,scott.overland@lpl.com,,Salesforce
10832036,Inactive Investor,David Martin,President,"Financial Advisors Consortium, Inc.",,,Salesforce
11063182,Inactive Investor,Damian Gallina,Chief Compliance Officer;Financial Advisor;President;Principal,"Buttonwood Financial Advisors, Inc.",damian.gallina@buttonwoodfa.com,,Salesforce
11000525,Inactive Investor,Tawiah Sanders,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,tawiahssanders@primerica.com,,Salesforce
11045193,Inactive Investor,Joseph Johnson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",,,Salesforce
11022151,Inactive Investor,Michael Fox,,Cetera Investment Services LLC Seward NE 104 S 5th St,,,Salesforce
10863161,Inactive Investor,Robert Eberhardt,,"Principal Securities, Inc. Denver NC Private Residence",eberhardt.robert@principal.com,,Salesforce
10990196,Inactive Investor,Michael Maida,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",,,Salesforce
11100478,Inactive Investor,Todd Carlson,Founder;Owner;Principal,"Carlson Financial Advisory, LLC",,,Salesforce
10787154,Inactive Investor,David Stonberg,Co-Head - Private Equity Investments;Managing Director,Neuberger Berman BD LLC,dstonberg@nb.com,,Salesforce
351725,,Greg Anderson,"CMO, Partner",Level Four Advisory Services,ganderson@levelfourinsurance.com,972-665-0878,Manual List Upload
11012843,Inactive Investor,Stephanie Jordan,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10618602,,Robert Achille,,,rachille@sigmarep.com,,List Import
10840277,Inactive Investor,Jacqueline McGinnis,Associate Financial Advisor,"Ameriprise Financial Services, LLC Pleasanton CA 3825 Hopyard Rd",jackie.mcginnis@ampf.com,,Salesforce
225793,, -,,[[Unknown]],jeffm2345@gmail.com,,Initial Salesforce Import
51241,,Kimberly Gattis,"Team Leader, Wealth Advisor","UMB Financial Services, Inc.",kimberly.gattis@umb.com,816-842-2222,
9553706,,Trias Ogy,,,triasogy1998@gmail.com,,List import
11052089,Inactive Investor,Bradley Holland,,"Concourse Financial Group Securities, Inc. Shelbyville KY 308 Main St",bradley.holland@concoursefinancial.com,,Salesforce
9575591,,John Schatz,,,john.schatz@lfg.com,,List import
11088438,Inactive Investor,Gary Woods,,"N.I.S. Financial Services, Inc.",,,Salesforce
10868678,Inactive Investor,Darin Leone,,"Hornor, Townsend & Kent, LLC",dleone@htk.com,,Salesforce
10791722,Inactive Investor,Joe Creecy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",joe.d.creecy@ampf.com,,Salesforce
10962415,Inactive Investor,Jennifer Willis,,"Empower Financial Services, Inc Raleigh NC 3100 Smoketree Ct",jennifer.willis@empower.com,,Salesforce
10861869,Inactive Investor,Theresa Costanza,,J.P. Morgan Securities LLC Lindenhurst NY 166 S Wellwood Ave,theresa.costanza@jpmorgan.com,,Salesforce
11123798,Inactive Investor,Samuel Gettis,Associate,J.P. Morgan Securities LLC Chicago IL 131 S Dearborn St,samuel.gettis@jpmorgan.com,,Salesforce
9610835,,Ben Carrington,,,hamilpaulon@gmail.com,,List import
10617388,,Federico Rodriguez,,,federico.a.rodriguez@jpmorgan.com,,List Import
11165131,Inactive Investor,Victor Escutia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Yuba City CA 1100 Butte House Rd",victor.escutia@ml.com,,Salesforce
10976975,Inactive Investor,Julian Koeneman,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11023896,Inactive Investor,Chris Mcconnell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",chris.mcconnell@ml.com,,Salesforce
11059076,Inactive Investor,Aaron Busse,Financial Advisor,LPL Financial LLC Troy MI 4555 Investment Dr,aaron.busse@lpl.com,,Salesforce
10881427,Inactive Investor,Lisa Kastner,Financial Advisor,Edward Jones Baton Rouge LA 7902 Wrenwood Blvd,lisa.kastner@edwardjones.com,,Salesforce
10617447,,John Boryk,,,john.boryk@jpmorgan.com,,List Import
9547583,,Orion Marx,,,orion.marx@lfg.com,,List import
11144929,Inactive Investor,John Gregory,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
370748,,Daniel Erdman,,[Unknown],danielerdman@yahoo.com,,Salesforce
11014392,Inactive Investor,Kishema Hodge,,PFS Investments Inc. Richmond VA 4901 Dickens Rd,kishemalhodge@primerica.com,,Salesforce
10509941,,Cheyenne Ligon,Asset Management Reporter,Crain,cheyenne.ligon@pionline.com,,List Import
10696418,,Joseph Greco,,PALIO Performance Coaching,joe@palioinc.com,,List Import
9638890,,Evan Scocos,,,evan_scocos@goodyear.com,,List import
10833100,Inactive Investor,Jeffery Peoples,Investment Advisor Representative,"Geneos Wealth Management, Inc. Denver CO 2960 Simms St",,,Salesforce
195211,,Ryan Dryer,Wealth Manager,Creative Planning,ryan.dryer@thinkingbeyond.com,913-338-2727,
9614878,,Michael Sanfilippo,,,msanfilippo10@gmail.com,,List import
9636687,,Yoohyun Choi,,,ychoi@highbridge.com,,List import
11238784,Inactive Investor,Nicholas Brown,,"Granite Harbor Advisors, Inc.",nick@graniteharbor.com,,Salesforce
9646599,,justin wilson,,,jcwpool@gmail.com,,List import
10855274,Inactive Investor,Arthur Fu,Financial Consultant,"Western International Securities, Inc. El Segundo CA 2041 Rosecrans Ave",afu@wisdirect.com,,Salesforce
372981,,Robert Drexler,,[Unknown],drexler@engineeringemployment.com,,source
10476639,,calvin tsai,,,calvintsaitrading@gmail.com,,Web Form Fillout
72313,,Mark Hodge,"Member, CCO","Walthausen & Co., Llc",mhodge@walthausenco.com,518-371-3450,Manual List Upload
11173723,Inactive Investor,Paul Damiba,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,paul.damiba@opco.com,212 667 4075,Salesforce
10821555,Inactive Investor,Adam Heinlein,,"Regulus Financial Group, LLC Grand Ledge MI 15190 Wright Rd",,,Salesforce
10957829,Inactive Investor,Carlos Morales,Chief Compliance Officer;Reporting Analyst,"Noctua International Wmg, LLC",cmorales@noctuapartners.com,,Salesforce
9588248,,Colin O'Brien,,,cdobrien@shaw.ca,,List import
9619271,,fdgdfsh dsfasdfg,,,pvp59@mail.ru,,List import
10612605,,Steve Shepherd,Financial Advisor,,steve.shepherd@ampf.com,,List Import
11107919,Inactive Investor,Raymond Barley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 307 S Tollgate Rd",raymond.barley@ml.com,,Salesforce
9639247,,Michael Johnson,,,michael.johnson@kedgecapital.com,,List import
11101461,Inactive Investor,James McMonigle,Branch Manager,"Wealth Management Associates, Inc.",jmcmonigle@wealthmanage.net,,Salesforce
11200772,Inactive Investor,Joseph Pankow,,PFS Investments Inc. Naperville IL 387 Shuman Blvd,joseph.pankow@primerica.com,,Salesforce
10814431,Inactive Investor,Brent Soloway,,"Raymond James Financial Services, Inc. Bellevue WA 11400 SE 8th St",brent.soloway@raymondjames.com,,Salesforce
11083532,Inactive Investor,Daniel Grafenauer,,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,daniel.grafenauer@jpmorgan.com,,Salesforce
10870220,Inactive Investor,Aaron Miller,,"Raymond James Financial Services, Inc. Indianapolis IN 9449 Priority Way West Dr",aaron.miller@raymondjames.com,,Salesforce
10887204,Inactive Investor,Jeremy Shook,,Park Avenue Securities LLC Springfield MO Private Residence,jeremy_shook@glic.com,,Salesforce
11103719,Inactive Investor,Jackson Mikeska,,Stephens,jmikeska@stephens.com,,Salesforce
11138819,Inactive Investor,Shelbee Finnegan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Kingstown RI 6725 Post Rd Rt 1",shelbee.finnegan@ml.com,,Salesforce
9598605,,Arthur Townsend,,,sigmfsk@aol.com,,List import
9647516,,Gina Ricci,,,gina.moore@rbc.com,,List import
10659071,,Arthur Weiss,,,arthur.weiss@wslife.com,,List Import
11088742,Inactive Investor,Kenneth Reilly,Financial Advisor,LPL Financial LLC Holmdel NJ 101 Crawfords Corner Rd,ken.reilly@lpl.com,,Salesforce
9570415,,Himesh Lad,,,hlad@corbincapital.com,,List import
9569459,,Donald Stanley,,,don@nvcwealth.com,,List import
10808415,Inactive Investor,Jonathan Morgan,Managing Director - Investments,Crawford Investment Counsel Inc,jmorgan@crawfordinvestment.com,,Salesforce
11050830,Inactive Investor,Boyd Murray,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11221991,,John Patterson,,,jpatterson@wealthenhancement.com,,List Import
11119878,Inactive Investor,Karen Tidwell,Financial Advisor,"CAP Partners, LLC",kbtidwell@cap-partners.com,,Salesforce
10814117,Inactive Investor,Christa Ross,Compliance Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 1355 Windward Concourse",christa.ross@ml.com,,Salesforce
9640297,,David Turner,,,david.turner@regions.com,,List import
7436307,,Joseph Covelle,,,bestofmass@aol.com,,Web Form Fillout
10837579,Inactive Investor,Felton Mosley,Chief Compliance Officer;Chief Executive Officer;President,"Mosley Wealth Management, Inc.",,,Salesforce
9573852,,Roger Dumont Dumont,,,rogerdumont28@yahoo.com,,List import
9627824,,Louie Cathro,,,cornerstonetactics@gmail.com,,List import
11209498,Inactive Investor,Celeste Hasenjaeger,,"Principal Securities, Inc.",,,Salesforce
10954434,Inactive Investor,Yonrico Scott,Financial Advisor,Edward Jones Columbia SC 211 Veterans Rd,rico.scott@edwardjones.com,,Salesforce
11136343,Inactive Investor,Chad Dunaway,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,chad.dunaway@fidelity.com,,Salesforce
11204203,Inactive Investor,Tanner Thompson,,"Northwestern Mutual Investment Services, LLC Fayette IA 225 S Main St",tanner.thompson@nm.com,,Salesforce
11162607,Inactive Investor,Charles Oehmke,Financial Advisor,Morgan Stanley Oxnard CA 300 E Esplanade Dr,charles.oehmke@morganstanley.com,,Salesforce
11062519,Inactive Investor,Kane Roberts,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11153006,Inactive Investor,Ishmael Bortey,,"Transamerica Financial Advisors, Inc Rockville MD 1901 Research Blvd",ishmael.bortey@transamerica.com,,Salesforce
10900572,Inactive Investor,Maury Adcock,Financial Advisor,Edward Jones Watkinsville GA 2 S Main St,maury.adcock@edwardjones.com,,Salesforce
10962554,Inactive Investor,Grant Ellis,,LPL Financial LLC Germantown TN 8596 Farmington Blvd,grant.ellis@lpl.com,,Salesforce
11178364,Inactive Investor,Danielle Hennesen,Financial Planner,LPL Financial LLC Chicago IL 120 S State St,danielle.treitman@lpl.com,,Salesforce
9607016,,Anthony Feudo,,,afeudo@veritablelp.com,,List import
11255350,Inactive Investor,Jessica Henrickson,Wealth Advisor,"Evexia Wealth, LLC",jhenrickson@evexiawealth.com,,Salesforce
9561216,,Andrea Castillo,,,andrea.castillo@kapital-lat.com,,List import
10967458,Inactive Investor,Winfred Nemlin,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
11123755,Inactive Investor,Jason Williams,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",,,Salesforce
11144635,Inactive Investor,James Jacobson,Financial Advisor;Investment Management Consultant;Vice President - Wealth Management,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,james.jacobson@morganstanley.com,,Salesforce
9569913,,Walker Shelton,,,wshelton@carolinasinvest.com,,List import
10834730,Inactive Investor,Michael Kimmel,Senior Advisor;Shareholder,"Wealthstream Advisors, Inc.",mkimmel@wealthstreamadvisors.com,,Salesforce
121608,,Leonard Barwick,Director - Relationship Management,"Principal Securities, Inc.",barwick.len@principal.com,301-897-0180,
10937580,Inactive Investor,Matthew Marte,,"Concourse Financial Group Securities, Inc. Ephrata PA 860 N Reading Rd",matthew.marte@concoursefinancial.com,,Salesforce
373606,,Nick Bzovy,,[Unknown],nickbzovy@gmail.com,,source
9576850,,Steven Clem,,,clems@hdvest.com,,List import
11131260,Inactive Investor,George On,Premier Banker,"Wells Fargo Clearing Services, LLC Las Vegas NV 7290 S Durango Dr",george.c.on@wellsfargo.com,,Salesforce
10927955,Inactive Investor,Brian Hower,,PFS Investments Inc. Quakertown PA 101 E Mill St,brian.hower@primerica.com,,Salesforce
10956853,Inactive Investor,Alan Bergeman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10899637,Inactive Investor,Michael Ayache,Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Phoenix AZ 4401 E Camelback Rd,,,Salesforce
10945073,Inactive Investor,Kalvin Cruz,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Long Beach CA 2240 N Bellflower Blvd",kalvin.cruz@ml.com,,Salesforce
11056025,Inactive Investor,Tabitha Watson,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",tabitha.watson@truist.com,,Salesforce
11004334,Inactive Investor,Brian Reese,,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",,,Salesforce
11039219,Inactive Investor,Daniel Stone,Chief Compliance Officer;Principal,Stone Financial Advisor LLC San Francisco CA 1283 Filbert St,,,Salesforce
11001183,Inactive Investor,Randi Walker,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",randi.walker@rbc.com,,Salesforce
10804733,Inactive Investor,Sam Steidl,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Alexandria MN 817 Broadway St",sam.m.steidl@ampf.com,,Salesforce
11042562,Inactive Investor,Lisa Murphy,,"Charles Schwab & Co., Inc. Merrick NY Private Residence",,,Salesforce
11121356,Inactive Investor,Elissa Allbright,Financial Advisor,Edward Jones Dodgeville WI 111 County Road YZ,elissa.allbright@edwardjones.com,,Salesforce
372562,,Mark Martinez,,United States,aimnegs@hotmail.com,,Salesforce
11090777,Inactive Investor,Eric Quinn,,Cetera Advisor Networks LLC Putnam CT 16 Pomfret St,,,Salesforce
10959311,Inactive Investor,Jarred Natola,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10854291,Inactive Investor,Nicholas Dayton,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,nicholas.e.dayton@jpmorgan.com,,Salesforce
11164639,Inactive Investor,Douglas Bohlman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Concord NH 45 S Main St",doug.bohlman@rbc.com,,Salesforce
11058348,Inactive Investor,William O'Neil,,"First Advisors National, LLC Plymouth MI Private Residence",,,Salesforce
11049144,Inactive Investor,Suzanne Miller,,"Truist Investment Services, Inc. Jupiter FL 17350 N Hwy A1A Alt",suzanne.miller@truist.com,,Salesforce
9632060,,Helen Johnson,,,hjohnson@wealthenhancement.com,,List import
10907005,Inactive Investor,Willie Woods,,State Farm VP Management Corp. Saint Joseph MO 2828 N Belt Hwy,,,Salesforce
10921119,Inactive Investor,Miho Hatori,Chief Compliance Officer;Lead Advisor;Managing Member,APP,,,Salesforce
10755434,Inactive Investor,Lars Greiner,Executive Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,lars.b.greiner@jpmorgan.com,,Salesforce
10787854,Inactive Investor,Christine Mantich,,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",,,Salesforce
9597540,,Dev Hirani,,,dev@hirani.uk,,List import
11110655,Inactive Investor,Robert Gardner,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",robert.gardner@wellsfargo.com,,Salesforce
66360,,Janelle Fuhrmann,"Financial Consultant, Managing Partner",Thrivent Investment Management Inc.,janelle.fuhrmann@thrivent.com,920-628-6179,
9616584,,Sha Lin,,,shoppingdiscounts3289@gmail.com,,List import
11217319,,David Yu,,,dave.yu@schwab.com,,Other
11193891,Inactive Investor,Genna Trinidad,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10790112,Inactive Investor,Tim Hudnall,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",tim.hudnall@rbc.com,,Salesforce
10876842,Inactive Investor,Micah Landis,Financial Advisor;Managing Member;Retirement Plan Specialist,Mountain View Financial Advisors,,,Salesforce
10952052,Inactive Investor,Amberly Postell,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
11100768,Inactive Investor,Mark Haussermann,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Highland Park IL 1921 Saint Johns Ave",mark_haussermann@ml.com,,Salesforce
117518,,Chris Aitken,Financial Services Representative,"MML Investors Services, LLC",caitken@financialguide.com,832-251-5400,
84836,,Robin Mason,Founder,Mason Enterprises LLC,rdtmason@yahoo.com,,
10790952,Inactive Investor,Robert Mcbride,Investment Advisor Representative;President,"Christensen, King & Associates Investment Services, Inc.",robert@ckacpa.com,,Salesforce
11017583,Inactive Investor,Statton Frank,Associate Vice President;Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,statton.frank@ms.com,,Salesforce
9608863,,Charles j Adams,,,charlchf@aol.com,,List import
10940818,Inactive Investor,Matthew Vandenbos,Financial Advisor,Edward Jones Cadillac MI 200 E Mason St,matt.vandenbos@edwardjones.com,,Salesforce
11109806,Inactive Investor,Johanna Castaneda-Rosenblueth,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",johanna_castaneda@ml.com,,Salesforce
11044495,Inactive Investor,Devang Shah,,J.P. Morgan Securities LLC Brooklyn NY 177 Montague St,devang.1.shah@jpmorgan.com,,Salesforce
11041566,Inactive Investor,Ellen Meenan,,Cetera Advisor Networks LLC Saint Paul MN 500 Main St,,,Salesforce
10767479,Inactive Investor,William Davis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",,,Salesforce
11096033,Inactive Investor,Gary Emerson,Regional Vice President,PFS Investments Inc. Knoxville TN 201 Canton Hollow Rd,gary.emerson@primerica.com,,Salesforce
10902214,Inactive Investor,Andre Schibuola,Financial Advisor;Portfolio Management Director;Portfolio Manager;Senior Portfolio Manager,Morgan Stanley Miami FL 200 S Biscayne Blvd,andre.schibuola@morganstanley.com,,Salesforce
11046798,Inactive Investor,Mark Rossbach,Financial Advisor,"Maryland Financial Group, Inc. Perry Hall MD Private Residence",,,Salesforce
10795747,Inactive Investor,Mark Byers,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,mark.byers@morganstanley.com,,Salesforce
10792329,Inactive Investor,Matthew Floberg,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",matthew_floberg@ml.com,,Salesforce
9567058,,William Goodman,Principal,Prizm WM,billgoodman@prizmwm.com,480-404-9259,List import
10799538,Inactive Investor,Rochelle Brown,Financial Advisor,Edward Jones Bowie MD 4201 Northview Dr,rochelle.brown@edwardjones.com,,Salesforce
9583691,,Dennis Haasl,,,dhaasl@massmutual.com,,List import
11206938,Inactive Investor,Karlie Robbins,Wealth Manager,LPL Financial LLC Bedford MA 165 Middlesex Tpke,karlie.robbins@lpl.com,,Salesforce
11017513,Inactive Investor,Claribel Henriquez,,NYLIFE Securities LLC New York NY 420 Lexington Ave,chenriquez@ft.newyorklife.com,,Salesforce
244162,,Taylor Jobe,CEO,Harvest,taylor@doyouharvest.com,19176215702,Manual List Upload
10864025,Inactive Investor,Edward Wells,Managing Partner,"NBC Securities, Inc. Massapequa NY 5000 Merrick Rd",,,Salesforce
9634761,,Jennifer Caringi,,,jcaringi@portfoliosolutions.com,,List import
38426,,Peter Cavin,,NA,petecavin@yahoo.com,971-990-6596,
10753674,Inactive Investor,Mindy Hammond,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1400 Jack Warner Pkwy NE",mindy.l.hammond@ampf.com,,Salesforce
11201670,Inactive Investor,Steven Levine,,PFS Investments Inc. Fredericksburg VA 12225 Amos Ln,steven.levine@primerica.com,,Salesforce
340389,,Nicholas Bashour,Associate,"Nautic Partners, Llc",nbashour@nautic.com,401-278-6770,Manual List Upload
10824104,Inactive Investor,Richard Austin,,"Southeast Investments, N.C., Inc. Monroe NC 106 Avon St",,,Salesforce
225753,, -,,[[Unknown]],edwardwacks@gmail.com,,Initial Salesforce Import
9627959,,atomic Bert,,,fzq2477653473@gmail.com,,List import
11016155,Inactive Investor,Vahe Patatanyan,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
10942958,Inactive Investor,Antoinette Litrenta,,NYLIFE Securities LLC South Hadley MA 129 College St,alitrenta@ft.newyorklife.com,,Salesforce
11134969,Inactive Investor,Dale Hohlbaugh,,Cetera Advisors LLC North Canton OH 1303 W Maple St,,,Salesforce
10795921,Inactive Investor,Christopher Good,Financial Advisor;Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,christopher.good@hilltopsecurities.com,,Salesforce
10944837,Inactive Investor,Michael Oswald,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Leesburg VA 1603 Village Market Blvd SE",,,Salesforce
9620978,,Fabrizio Baranzano,,,fabriziobaranzano@gmail.com,,List import
11082056,Inactive Investor,Ellis Pfahl,Investment Advisor Representative,"The Patriot Financial Group, LLC Westborough MA 33 Lyman St",,,Salesforce
9631080,,Hackheem Haimeed,,,hackheem@msn.com,,List import
229119,, -,,[[Unknown]],asrulown@gmail.com,,
11143370,Inactive Investor,Stephen Pierce,,"International Assets Advisory, LLC Daphne AL 9812 Millwood Cir",,,Salesforce
11061802,Inactive Investor,Patrick Everett,Financial Advisor,"Ameriprise Financial Services, LLC Hampton VA 3814 Kecoughtan Rd",patrick.a.everett@ampf.com,,Salesforce
10842196,Inactive Investor,Jacob Cox,Premier Banker,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",jacob.cox@wellsfargo.com,,Salesforce
11210489,Inactive Investor,Gerardo Forteza Garcia Barbon,,"Ameriprise Financial Services, LLC Winter Park FL 101 S New York Ave",,,Salesforce
11073632,Inactive Investor,Victoria Silver,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,victoria.silver@morganstanley.com,,Salesforce
9580286,,James Simmons,,Beaird Harris,jims@bh-co.com,,List import
11096011,Inactive Investor,John Swanson,Chief Compliance Officer;Member;Partner,"Buckhead Capital Management, LLC",jswanson@buckheadcapital.com,,Salesforce
11025273,Inactive Investor,Alexander Levin,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,alexander.levin@ubs.com,,Salesforce
10815263,Inactive Investor,Nancy Branton,Vice President - Investments,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",nancy.branton@raymondjames.com,,Salesforce
11200308,Inactive Investor,Whitney Smith,Investment Manager;Owner,"Prentiss Smith & Company, Inc.",,,Salesforce
10946653,Inactive Investor,Darin Hall,,"Empower Financial Services, Inc",darin.hall@empower.com,,Salesforce
11230133,Inactive Investor,Jennifer Fulton,,NYLIFE Securities LLC Ankeny IA 1615 SW Main St,jjfulton@ft.newyorklife.com,,Salesforce
9967969,,Crystal Pace,,,pacecrystal77@gmail.com,,Web Form Fillout
10604462,,Barbara Hess,Senior Vice President,Morgan Stanley,barbara.k.hess@morganstanley.com,9187443650,List Import
10755148,Inactive Investor,Wolfgang Reichenberger,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",wolfgang2.reichenberger@ml.com,,Salesforce
10764189,Inactive Investor,Ruth Forsyth,,"Ameritas Investment Company, LLC Pittsburgh PA 790 Holiday Dr",rforsyth@ameritas.com,,Salesforce
11190095,Inactive Investor,Joseph Ellis,,"DFPG Investments, LLC San Jose CA 1764 The Alameda",,,Salesforce
10775158,Inactive Investor,Jennifer Ramprashad,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",jennifer_ramprashad@ml.com,,Salesforce
10927956,Inactive Investor,Michele Davis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Orland Park IL 14225 S 95th Ave",michele.davis@schwab.com,,Salesforce
11007245,Inactive Investor,Michael Crowell,,LPL Financial LLC,michael.crowell@lpl.com,,Salesforce
11076249,Inactive Investor,Adam Hopkins,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,adam.hopkins.pu1j@statefarm.com,,Salesforce
10860203,Inactive Investor,Jocelyn Nedumcheril,,Janney Montgomery Scott LLC,jnedumcheril@janney.com,,Salesforce
11136030,Inactive Investor,Cathy Cao,Vice President,"Northern Trust Securities, Inc.",cathy.cao@northerntrust.com,,Salesforce
10951356,Inactive Investor,Brittany Pisciotta,Financial Advisor,Edward Jones,,,Salesforce
10836002,Inactive Investor,Mari Danner,Portfolio Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,mari.danner@morganstanley.com,,Salesforce
9617347,,Michael Lin,,,monaco9747@gmail.com,,List import
217407,,David Thompson,,[Unknown],dt9573@gmail.com,,source
11131070,Inactive Investor,Marie-Claire Hart,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9590952,,Katrina Lamb,,,klamb@mvfgroup.com,,List import
10898423,Inactive Investor,Tonia Iles,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,tonia.iles@fidelity.com,,Salesforce
342736,,Bryn Zeckhauser,Managing Member,"Equity Resource Investments, Llc",bryn@equityresources.com,617-876-4800,Manual List Upload
10853585,Inactive Investor,Derek Newman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",derek.s.newman@ml.com,,Salesforce
11081080,Inactive Investor,Michael McNamee,Financial Advisor,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",michael.mcnamee@raymondjames.com,,Salesforce
11155216,Inactive Investor,Errol Dixon,,Ally Invest Securities LLC,,,Salesforce
11078216,Inactive Investor,Bartley Damon,Financial Advisor,"Ameriprise Financial Services, LLC Old Saybrook CT 205 Old Boston Post Rd",bartley.damon@ampf.com,,Salesforce
11060460,Inactive Investor,Kortnie James,Investment Executive,"Fifth Third Securities, Inc. Walton KY 340 Richwood Rd",kortnie.james@53.com,,Salesforce
11053760,Inactive Investor,Raymond Sampaga,,"OneAmerica Securities, Inc. San Pedro CA 411 N Harbor Blvd",,,Salesforce
10774894,Inactive Investor,Thomas Little,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Everett WA 1604 Hewitt Ave,thomas.a.little@ubs.com,,Salesforce
9583556,,Alaa Hakki,,,ahakki@massmutual.com,,List import
10488399,,Eliot Kerlin,"Co-Founder, Founder, Managing Partner",Broadwing Capital Management LLC,eliot@broadwingcap.com,,List Import
10604627,,David Ammerman,Financial Advisor,"Raymond James Financial Services Advisors, Inc",david.ammerman@raymondjames.com,727-567-3020,List Import
11191677,Inactive Investor,Andrew Meyer,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",andrew.j.meyer@ml.com,,Salesforce
11044710,Inactive Investor,Adrian Davis,,"Osaic Wealth, Inc. Nashville TN 900 13th Ave S",,,Salesforce
10958718,Inactive Investor,Brandon Mahler,,Edward Jones Springfield MO 1533 W Battlefield St,,,Salesforce
10811168,Inactive Investor,Jeffery Wrench,Financial Representative,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",jeff.wrench@nm.com,,Salesforce
11042488,Inactive Investor,Joseph Ray,,J.P. Morgan Securities LLC Akron OH 532 W Market St,joseph.ray@jpmorgan.com,,Salesforce
10953414,Inactive Investor,William Ross,Financial Advisor,Edward Jones Arlington TX 4025 Woodland Park Blvd,will.ross@edwardjones.com,,Salesforce
347400,,Steven Wilson,General Counsel,"Capital Investment Advisory Services, Llc",swilson@capital-invest.com,919-831-2370,Manual List Upload
11171048,Inactive Investor,Edward Cassidy,,"Saybrus Equity Services, LLC",ecassidy@saybruspartners.com,,Salesforce
10887865,Inactive Investor,Mansoor Ahmed,,"Osaic Wealth, Inc. Downers Grove IL 3250 Lacey Rd",mahmed@osaicwealth.com,,Salesforce
10841224,Inactive Investor,Travis Van Dyke,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 6500 SW Beaverton Hillsdale Hwy",travis.vandyke@ampf.com,,Salesforce
11055637,Inactive Investor,Jonghyun Shin,,"RBC Capital Markets, LLC",,,Salesforce
10972665,Inactive Investor,John Nemmers,Wealth Advisor,OneDigital Investment Advisors,john.nemmers@onedigital.com,,Salesforce
218967,,Gabe Tiv,,[Unknown],g.tiviroli@gmail.com,,
312,,,,,john2titor50@aol.com,,
10785924,Inactive Investor,Michael McCann,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9619384,,Steven Winters,,,steve@geministrategies.com,,List import
10939597,Inactive Investor,Brian Bangs,,"Cambridge Investment Research, Inc. Wood River NE 116 E 9th St",,,Salesforce
236419,, -,,[[Unknown]],blevnit@hotmail.com,,
10974965,Inactive Investor,Tyler Young,,NYLIFE Securities LLC Lovelady TX 341 N Read St,tryoung02@ft.newyorklife.com,,Salesforce
10771472,Inactive Investor,Dennis Kersten,Financial Advisor,LPL Financial LLC Perrysburg OH 28300 Kensington Ln,kersten.skees@lpl.com,,Salesforce
10844193,Inactive Investor,Gregory Stevens,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Ocala FL 2701 SW 34th St",gregory.stevens@raymondjames.com,,Salesforce
9578487,,john copeland,,,hagancope@gmail.com,,List import
9625266,,Thoms Westberg,,,tomwstbrg@gmail.com,,List import
10755067,Inactive Investor,Janae McKee,,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,janaemckee@dadco.com,,Salesforce
67896,,Kathy Evers,,"Synovus Securities, Inc.",kathyevers@synovus.com,706-649-5756,
10828626,Inactive Investor,Kris Woo,Chief Financial Officer,"Spring Mountain Capital, LP",,,Salesforce
11103899,Inactive Investor,Meredith Humphrey,Portfolio Manager;Research Analyst,"Foundation Resource Management, Inc.",,,Salesforce
11186953,Inactive Investor,Michael Peyton,,"Farmers Financial Solutions, LLC Incline Village NV 770 Northwood Blvd",mpeyton@farmersagent.com,,Salesforce
10834247,Inactive Investor,Scott Doup,,"Berthel, Fisher & Company Financial Services, Inc. Des Moines IA 1056 26th St",sdoup@berthelrep.com,,Salesforce
11211782,Inactive Investor,Allan Thompson,Financial Advisor,"Avantax Investment Services, Inc. Lancaster PA 302 W Orange St",allan.thompson@ampf.com,,Salesforce
10816105,Inactive Investor,Mary Boul,Financial Advisor,LPL Financial LLC Dickinson TX 3040 Sherwood Oak St,mary.boul@lpl.com,,Salesforce
238813,,sarounroeut@gmail.com ROEUT,,[Unknown],sarounroeut@gmail.com,,
10999003,Inactive Investor,Laura Marciano,,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",laura.marciano@lfg.com,,Salesforce
10822009,Inactive Investor,William Portanova,,"Cadaret, Grant & Co., Inc. Scranton PA 533 E Drinker St",wportanova@cadaretgrant.com,,Salesforce
10952741,Inactive Investor,Jenna Germano,,Goldman Sachs & Co.,,,Salesforce
11149371,Inactive Investor,Laurie Muscarella,Financial Advisor,Money Concepts Capital Corp Windsor Locks CT 50 Main St,lmuscarella@moneyconcepts.com,,Salesforce
11101800,Inactive Investor,Margarita Stanczak,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",margarita.stanczak@wellsfargoadvisors.com,,Salesforce
10962868,Inactive Investor,Keaten Landis,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
10658570,,Jeffrey Tromp,,,jeffrey.tromp@ceterafs.com,,List Import
11123896,Inactive Investor,Michael Armon,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Coeur D Alene ID 2100 Northwest Blvd",,,Salesforce
9544139,,Stephen Marotto,,,smarotto@firstrepublic.com,,List import
10848508,Inactive Investor,Joseph Pellegrino,President,P-Squared Capital Management,,,Salesforce
111193,,Michael Bevan,Managing Member,Element Partners,michael@elementpartners.com,1-610-947-6401,Manual List Upload
204579,,Calum McClure,,N/A,calumsri69@gmail.com,94713781006,Organic Search
10953714,Inactive Investor,Mary Withers,,J.P. Morgan Securities LLC Metairie LA 3420 Severn Ave,mary.villegas@jpmorgan.com,,Salesforce
9599465,,Marc Friedman,,,marc@investsg.com,,List Import
10916195,Inactive Investor,Charles Terry,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner,Shepherd Wealth Partners Waxhaw NC Private Residence,,,Salesforce
11040850,Inactive Investor,Steven Greco,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,steven.greco@ubs.com,,Salesforce
11027926,Inactive Investor,Seung Eun Lee,,J.P. Morgan Securities LLC New York NY 1260 Broadway,eun.lee@jpmorgan.com,,Salesforce
11036733,Inactive Investor,Gerardo Del Real Mota,,LPL Financial LLC Chesterton IN 1500 S Calumet Rd,gerardo.mota@lpl.com,,Salesforce
11044982,Inactive Investor,Kiona Guzman,,"Allstate Financial Services, LLC Providence RI 1214 Broad St",kionaguzman@allstate.com,,Salesforce
10611843,,Joseph Matthews,"Branch Manager, Financial Advisor, First Vice President, Senior Investment Management Consultant",,joseph.matthews@morganstanley.com,,List import
11044734,Inactive Investor,Michael Stein,Financial Advisor,"Ameriprise Financial Services, LLC York PA 31 S Mill St",mike.stein@ampf.com,,Salesforce
11039656,Inactive Investor,Mary Bahe,,"Kestra Investment Services, LLC Louisville KY 6500 Glenridge Park Pl",,,Salesforce
11167105,Inactive Investor,Patrick Van Cleave,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11103124,Inactive Investor,Gen Tri,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,gen.tri@fidelity.com,,Salesforce
10656838,,Debby Sieb,,,debby.sieb@raymondjames.com,,List Import
10921079,Inactive Investor,William Deegan,Chief Technology Officer,SimplySmart Asset Management,,,Salesforce
11167969,Inactive Investor,Nicholas Randall,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bel Air MD 39 E Churchville Rd",nicholas.randall@ml.com,,Salesforce
11102043,Inactive Investor,Gregory Mirecki,,"Osaic Wealth, Inc. Washingtonville NY 79 E Main St",greg.mirecki@osaicwealth.com,,Salesforce
10617182,,Peter Lally,,,peter.j.lally@jpmorgan.com,,List Import
11074903,Inactive Investor,Frank Siciliano,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Regulatory Contact;Treasurer,Overbrook Management Corporation New York NY 122 E 42nd St,fsiciliano@overbrook.com,,Salesforce
11177123,Inactive Investor,William Fieber,,Fidelity Brokerage Services LLC,,,Salesforce
11011743,Inactive Investor,Raquel Jones,,PFS Investments Inc. Saint Petersburg FL 150 Pinellas Bayway S,,,Salesforce
10614840,,Morgan Williams,"Financial Advisor, Senior Vice President",,lloyd.williams@morganstanley.com,,List Import
11232493,Inactive Investor,Shannon Conway,,"Empower Financial Services, Inc",shannon.conway@empower.com,,Salesforce
11191709,Inactive Investor,Thomas Heaton,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",thomas_heaton@ml.com,,Salesforce
10806645,Inactive Investor,Christopher Cosby,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3761 Westerre Pkwy",,,Salesforce
9576324,,????????? ???????????,,,alekseylisi4kin@gmail.com,,List import
11133720,Inactive Investor,Raul Gabriel,,PFS Investments Inc. Union NJ 1767 Morris Ave,raul.gabriel@primerica.com,,Salesforce
10775276,Inactive Investor,Lianne Sussman,Portfolio Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,lianne.sussman@morganstanley.com,,Salesforce
10596158,,TONY RICCI,,,tony.ricci@lpl.com,,Web Form Fillout
9579163,,Ahmed Yousef,,,a.ysf@live.com,,List import
10851046,Inactive Investor,Stephanie Rolfe,Registered Client Service Associate,"Ameriprise Financial Services, LLC Osterville MA 1284 Main St",stephanie.rolfe@ampf.com,,Salesforce
11207015,Inactive Investor,Matthew Martin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10830723,Inactive Investor,Carrie McIntosh,,NYLIFE Securities LLC Missouri Valley IA 714 E Erie St,cmmcintosh@ft.newyorklife.com,,Salesforce
10861545,Inactive Investor,Jeffrey Campbell,,State Farm VP Management Corp. Oviedo FL 2840 Tuskawilla Rd,jeffrey.b.campbell.cp6i@statefarm.com,,Salesforce
223823,,Scott Gochanour,,[Unknown],scott.d.gochanour@boeing.com,,Paid Social
223668,,Luke Sherry,,[Unknown],lsherr@hotmail.com,,source
10779710,Inactive Investor,Christopher Kearon,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Berwyn PA 899 Cassatt Rd,christopher.kearon@morganstanley.com,,Salesforce
10889866,Inactive Investor,Ken Kamada,Chief Compliance Officer,Kamada Investment Management,ken@kamadainvestment.com,,Salesforce
10947863,Inactive Investor,Steven Tardy,Financial Strategist;Regional Manager,"McKinley Carter Wealth Services, Inc. Charleston WV 129 Summers St",,,Salesforce
11221614,,Radhika Mehta,,,radhikamehta@firstrepublic.com,,List Import
337613,,Sheri Cupo,Elected Manager,"Sagebroadview Wealth Management, Llc",scupo@sagebroadview.com,860-606-3580,Manual List Upload
10779254,Inactive Investor,Steven Manger,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 3601 Stone Way N",steven.e.manger@ml.com,,Salesforce
9558967,,William Turner,,,weturner@ft.newyorklife.com,,List import
11096074,Inactive Investor,Connor Jeffries,Financial Advisor,SageSpring Wealth Partners,connor.jeffries@sagespring.com,,Salesforce
10887468,Inactive Investor,Nikolaus Skaer,Field Director;Financial Advisor;Growth and Development Director,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",nikolaus.skaer@nm.com,,Salesforce
11043603,Inactive Investor,Pavel Prihodko,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dedham MA 858 Washington St",pavel.prihodko@ml.com,,Salesforce
10777167,Inactive Investor,David Lange,Financial Advisor;Senior Vice President,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,david.lange@morganstanley.com,,Salesforce
9597704,,Robert Norton,,,rob@capstonewealthadvisors.com,,List import
10939793,Inactive Investor,Andrew Wood,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10931836,Inactive Investor,Lori Derrick,,"Raymond James Financial Services, Inc. Glendale AZ 18301 N 79th Ave",lori.derrick@raymondjames.com,,Salesforce
332981,,Clark Dupree,,Strategy Financial Group,cdupree@strategyfinancialservices.com,,
9570317,,David Gifford,,,davidfgifford@gmail.com,,List import
10764932,Inactive Investor,Kyle Kimme,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,kyle.d.kimme@jpmorgan.com,,Salesforce
11233772,Inactive Investor,Joel Fehl,,Fidelity Brokerage Services LLC,,,Salesforce
9579542,,Todd Marvin,,,tmarvin@marvinandpalmer.com,,List import
11146771,Inactive Investor,Alexis Eralte,,PFS Investments Inc. New York NY 469 7th Ave,alexis.eralte@primerica.com,,Salesforce
9576520,,Christian MacDonald,,,cwmac03@gmail.com,,List import
11019669,Inactive Investor,Justin Velzke,,"Ameriprise Financial Services, LLC Owatonna MN 120 N Cedar Ave",,,Salesforce
9624286,,Tay Bogart,,,taybogart@gmail.com,,List import
240433,,Claude Cressey,,[Unknown],ccrider_11@yahoo.com,,Direct
10853577,Inactive Investor,Jeffrey Cohen,Wealth Advisor,"Buckingham Strategic Wealth, LLC Atlanta GA 1370 Center Dr",jcohen@buckinghamgroup.com,,Salesforce
10818830,Inactive Investor,Chad Parsons,,J.P. Morgan Securities LLC Ormond Beach FL 75 Shadow Lakes Blvd,chad.m.parsons@jpmorgan.com,,Salesforce
9593353,,Dana Capozzella,,,dcapozzella@ciginc.net,,List import
11136299,Inactive Investor,Cheyanne Covington,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10939670,Inactive Investor,Lei Jiao,Chief Compliance Officer;Chief Operating Officer;Compliance Principal;FINOP;Principal;Regulatory Contact,IP Financial Advisory Services LLC,management@innovationpartnersllc.com,,Salesforce
10872314,Inactive Investor,Garland Neal,Director - Investments;Vice President,Rockefeller Financial LLC Charlotte NC 5605 Carnegie Blvd,gneal@rockco.com,,Salesforce
11179171,Inactive Investor,Lucy Levon,,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",lucy.levon@wellsfargoadvisors.com,,Salesforce
10510633,,nicholas nicholson,,merrill lynch,nick.nicholson@ml.com,,List Import
11070003,Inactive Investor,David Scott,,"Cambridge Investment Research, Inc. Colleyville TX Private Residence",,,Salesforce
10838262,Inactive Investor,Stephen Hatcher,Financial Advisor,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,shatcher@rwbaird.com,,Salesforce
11016660,Inactive Investor,Angel Fluitt,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,afluitt@primerica.com,,Salesforce
371099,,Larry Franty,,United States,larryfranty@mac.com,,Salesforce
11157567,Inactive Investor,Craig Oney,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",craig.oney@53.com,,Salesforce
10902818,Inactive Investor,Dibyendu De,Financial Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,,,Salesforce
11132869,Inactive Investor,Mark Murphy,,Jefferies LLC,,,Salesforce
11239828,,[Unknown],,,jpchristense@ft.newyorlife.com,,Web Form Fillout
11024966,Inactive Investor,Janet Williams,,"Bankers Life Securities, Inc. Clarkston MI 6770 Dixie Hwy",janet.williams@bankerslife.com,,Salesforce
11211981,Inactive Investor,Adam Carroll,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10985693,Inactive Investor,William Spence,,"Equitable Advisors, LLC Goldsboro NC 1507 E Ash St",william.spence@equitable.com,,Salesforce
9646129,,Debbie Bishop,,,dbishop41@hotmail.co.uk,,List import
10764038,Inactive Investor,Barry Vener,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,barry.vener@morganstanley.com,,Salesforce
10505822,,Karen Burke,"Senior Sales Director, Digital Distribution",VettaFi,karen.burke@vettafi.com,732-539-2538,List import
10887207,Inactive Investor,Thomas Herbert,Managing Partner;Partner,"Retirement Resources Wealth Management, LP",thomas@rrwealth.net,,Salesforce
11019104,Inactive Investor,Ivan Vazquez Garcia,,J.P. Morgan Securities LLC Brownsville TX 4999 N Expy,ivan.vazquez-garcia@jpmorgan.com,,Salesforce
11144252,Inactive Investor,Tony Azar,,PFS Investments Inc. Conroe TX 14330 Strausie Ln,tazar@primerica.com,,Salesforce
11076769,Inactive Investor,Jenny Taylor,Coach;Investment Advisor,TRADEway,jtaylor@tradeway.com,,Salesforce
9604539,,Nikita Koblov,,,nikitakoblov@gmail.com,,List import
9639125,,Andrew Lee,,,andrew.leesh@cimb.com,,List import
184566,,Jason Mabile,,[Unknown],jasonmabile@gmail.com,,source
11159384,Inactive Investor,Evin Broder,,Goldman Sachs & Co.,,,Salesforce
11073228,Inactive Investor,Benjamin O'Brien,Wealth Manager,Capital Management Advisors LP,,,Salesforce
11187876,Inactive Investor,Stephanie Degen,Executive Director,J.P. Morgan Securities LLC Evanston IL 909 Davis St,stephanie.l.degen@jpmorgan.com,,Salesforce
10987664,Inactive Investor,James Pallante,,PFS Investments Inc. Brick NJ 74 Brick Blvd,jpallante@primerica.com,,Salesforce
10823105,Inactive Investor,Angela Oliver,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11147121,Inactive Investor,Cristian Carmonamartinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 8616 S Interstate 35",,,Salesforce
10953753,Inactive Investor,Noah Hummel,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10778317,Inactive Investor,Peter Gibson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",peter.gibson@ml.com,,Salesforce
9606570,,dmitry ozerskiy,,,do@cpg.vc,,List import
11122796,Inactive Investor,Dwight Wildman,Private Client Advisor,J.P. Morgan Securities LLC Milford CT 1651 Boston Post Rd,dwight.wildman@jpmorgan.com,,Salesforce
240047,,Amy Patnode,"Consumer, Real Estate Lender",Investment Management Group,apatnode@stockmanbank.com,406-655-3960,Manual List Upload
374505,,Nick Detchev,,,,847-770-3414,Salesforce
10870494,Inactive Investor,Peter Masouras Masouras,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",pete.masouras@raymondjames.com,,Salesforce
218002,,Terry Matthews,,[Unknown],tdmatthews1112@gmail.com,,
11200743,Inactive Investor,Brenda Hodnett,,PFS Investments Inc. West Point GA 815 3rd Ave,brenda.hodnett@primerica.com,,Salesforce
9548066,,David Hjorth,,,dhjorth1@ft.newyorklife.com,,List import
11186964,Inactive Investor,Samantha Klein,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11067869,Inactive Investor,Kenneth Brackett,,AssuredPartners Investment Advisors Wilmington DE 501 Silverside Rd,,,Salesforce
9610161,,Marek Babala,,,smadny@gmail.com,,List import
10814293,Inactive Investor,John Johnston,,Future Capital,,,Salesforce
11157236,Inactive Investor,Kenneth Robison,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Aspen CO 119 S Mill St",,,Salesforce
2594077,,D P,,NA,fintechtrades@protonmail.com,8325568458,
9592838,,dan Thomson,,,dan@misaenterprises.com,,List import
10811975,Inactive Investor,Donald Kuhs,,"Kingswood Capital Partners, LLC Austin TX 901 S Mo Pac Expy",,,Salesforce
9602614,,Rocco Brignone,,,rocco.brignone@gmail.com,,List import
11186188,Inactive Investor,Stacy Bateson,,"Cambridge Investment Research, Inc. Bozeman MT 45 Discovery Dr",,,Salesforce
10695884,,Shary Bello,,Alterna Capital Corp,sbello@alternasecurities.com,,List Import
10998595,Inactive Investor,Gary Lewis,,J.P. Morgan Securities LLC Owensboro KY 2938 Frederica St,gary.lewis@jpmorgan.com,,Salesforce
11062561,Inactive Investor,Matthew Sell,,Thrivent Investment Management Inc. Appleton WI Private Residence,matt.sell@thrivent.com,,Salesforce
10802263,Inactive Investor,James Duffy,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",jay.duffy@wellsfargo.com,,Salesforce
10901747,Inactive Investor,Jerrold Dockter,,"Osaic Wealth, Inc. Bismarck ND 1929 N Washington St",jdockter@osaicwealth.com,,Salesforce
340455,,Nikki Reichardt,Office Manager,The Wealth Consulting Group,nikki@disciplinedequities.com,702-263-1919,Manual List Upload
11114632,Inactive Investor,Scott Hunsicker,,"CreativeOne Securities, LLC Topeka KS 3311 SW Van Buren St",,,Salesforce
10792901,Inactive Investor,John Castelli,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10815298,Inactive Investor,Mark Bailey,Managing Principal;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Buffalo NY 6779 Main St",mark.bailey@wfafinet.com,,Salesforce
11002710,Inactive Investor,Bradley Hogan,,"FBL Marketing Services, LLC Elkhorn NE 3303 N 190th Plz",brad.hogan@fbfs.com,,Salesforce
11015055,Inactive Investor,Jaime Florez Calderon,,PFS Investments Inc. Houston TX 1400 Broadfield Blvd,jflorez-calderon@primerica.com,,Salesforce
10946829,Inactive Investor,Paul Hoang,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Chino CA 3800 Grand Ave,paul.hoang@jpmorgan.com,,Salesforce
10915997,Inactive Investor,James Fiorentino,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
11005326,Inactive Investor,Jeffrey Isley,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",,,Salesforce
11063927,Inactive Investor,Jeffrey Cruz,,PFS Investments Inc. Chicago IL 4055 W Peterson Ave,jeffrey.cruz@primerica.com,,Salesforce
10839072,Inactive Investor,Christopher Toro,Senior Investment Advisor,Joseph Gunnar & Co. LLC Yonkers NY Private Residence,ctoro@jgunnar.com,,Salesforce
11020451,Inactive Investor,Nathaniel Coleman,Analyst,"Brownson, Rehmus & Foxworth, Inc.",,,Salesforce
10968110,Inactive Investor,Ryan Chand,Client Service Associate,LPL Financial LLC Walnut Creek CA 1211 Newell Ave,ryan.chand@lpl.com,,Salesforce
5359118,,YOCELIN CRUZ,,,mecycruz94@gmail.com,,Web Form Fillout
11098428,Inactive Investor,Judy Calamusa,Senior Associate,Morgan Stanley New Orleans LA 1100 Poydras St,judy.calamusa@morganstanley.com,,Salesforce
10913266,Inactive Investor,Danielle Lodato,,Deutsche Bank Securities Inc.,,,Salesforce
9543374,,Brent Wilson,,,brentwilson14@comcast.net,,List import
332995,,Michael Sellman,Cheif Compliance Officer,"Cornerstone Wealth Advisors, Inc.",m.sellman@cwainvestors.com,760-476-1376,Manual List Upload
9581458,,Wendy Downer,,,wendy@sundownercapital.com,,List import
1003288,Inactive Investor,Charlie Wolff,,Goldman Sachs,charlie.wolff@gs.com,,3rd Party Lead Gen
10936244,Inactive Investor,Michelle Day,Financial Advisor,"MML Investors Services, LLC Duncansville PA Private Residence",mday@financialguide.com,,Salesforce
10803118,Inactive Investor,Anie Zarookian,Assistant Vice President;Wealth Management Associate,Morgan Stanley McLean VA 1650 Tysons Blvd,anie.zarookian@morganstanley.com,,Salesforce
11151523,Inactive Investor,Jon Sasinowski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10930570,Inactive Investor,Gary Smith,Investment Advisor Representative;Sales and Service,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",gary.smith@tfaconnect.com,,Salesforce
10972969,Inactive Investor,Deanna Elorreaga,,J.P. Morgan Securities LLC Jurupa Valley CA 7800 Limonite Ave,deanna.elorreaga@chase.com,,Salesforce
9594085,,Luke Violette,,,lviolette@gylfinsyn.com,,List import
10779616,Inactive Investor,Clark Small,First Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",clark.c.small@ml.com,,Salesforce
11127760,Inactive Investor,James Stewart,Associate Financial Planner;Financial Consultant;Financial Professional,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",james.stewart@equitable.com,,Salesforce
10889633,Inactive Investor,Jacob Somero,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,,,Salesforce
10936330,Inactive Investor,Jon Bollier,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,brad.bollier.fvyh@statefarm.com,,Salesforce
11283305,Inactive Investor,Erina Ford,Head of Mutual Fund & ETF Research,"Raymond James & Associates, Inc.",erina.ford@raymondjames.com,727-567-1000,Salesforce
10792783,Inactive Investor,Lauren Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",lauren.n.williams@ml.com,,Salesforce
5147305,,Russell Sportsman,,,rsportsman@gmail.com,9033316335,Web Form Fillout
10658396,,Eugene Paquette,,,eugene.paquette@ceterafs.com,,List Import
10929195,Inactive Investor,Johnnie Bickham,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
1917524,,Talal Radi,,,mfab3.0@gmail.com,,
9568548,,Tian He,,,tian@0ventures.com,,List import
11025641,Inactive Investor,David Simpson,,PFS Investments Inc. Roseburg OR 1562 NE Vine St,david.simpson@primerica.com,,Salesforce
9626950,,Rasheed Williams,,,rasheedw94@gmail.com,,List import
10836596,Inactive Investor,Leonard Rothstein,,"Wilson-Davis & Co., Inc.",lrothstein@wdco.com,,Salesforce
9559636,,Derry Lee,,,derrylee4@gmail.com,,List import
11196739,Inactive Investor,Paul Baldino,Financial Consultant,"Equitable Advisors, LLC Port Washington WI 102 E Pier St",paul.baldino@equitable.com,,Salesforce
242270,,Victor Hugo Heredia,,[Unknown],avemusmail@gmail.com,,Direct
11113503,Inactive Investor,Roger Yee,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
11235445,Inactive Investor,William Jollie,President,"Quent Capital, LLC",,,Salesforce
9612722,,Rob Moran,,,baglinoxguy@gmail.com,,List import
10876275,Inactive Investor,Joel Morgan,,"Raymond James Financial Services, Inc. Fort Worth TX 2974 Park Hill Dr",joel.morgan@raymondjames.com,,Salesforce
10611109,,John Erdmann,"Managing Director - Wealth Management, Private Wealth Advisor",,jeff_erdmann@ml.com,,List Import
10849771,Inactive Investor,Jerome Baird,Principal;Registered Principal,LPL Financial LLC Danville CA 871 Richard Ln,jerome.baird@lpl.com,,Salesforce
11029051,Inactive Investor,Damaria Moore,,Fidelity Brokerage Services LLC,,,Salesforce
9553789,,Christopher Stoecklin,,,christopher.stoecklin@53.com,,List import
10808875,Inactive Investor,Kurt Baker,Financial Advisor,Edward Jones Linn MO 308 E Main St,kurt.baker@edwardjones.com,,Salesforce
10756073,Inactive Investor,Elisaveta Terzieva,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",elisaveta.terzieva@ml.com,,Salesforce
10486501,,Joel Gilhang,,"MML Investors Services, LLC",joelg@mckcpas.com,,List Import
334334,,Henry Hagenbuch,,Mercer Global Advisors Inc.,hhagenbuch@merceradvisors.com,,
10849109,Inactive Investor,James Landers,Branch Manager,Morgan Stanley Irvine CA 1901 Main St,james.landers@morganstanley.com,,Salesforce
10954428,Inactive Investor,Elizabeth Evers,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 10805 Sunset Office Dr",elizabeth.c.evers@nm.com,,Salesforce
11109722,Inactive Investor,Gabriel Haddad,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,gabriel.haddad@gs.com,,Salesforce
9638940,,Chris Autry,,,chris.autry4@yahoo.com,,List import
10621676,,Donna Levy,,,donna.levy@wealthspire.com,,List import
11032378,Inactive Investor,Lee Kalotta,,"Ameriprise Financial Services, LLC Villa Park IL 1 Tower Ln",,,Salesforce
9627267,,Lisa Hayes,,,lisa@lhayes.net,,List import
11051589,Inactive Investor,Jane Corwin,Corporate Secretary;Office Administrator;Treasurer,Orchestral Financial Group Inc.,jcorwin@orchestralfinancial.com,,Salesforce
9570300,,Cyrus Perkins,,,cyrus.perkins1@gmail.com,,List import
3641125,,EUGENIO GOMEZ,,,eugeniogomezj@hotmail.com,,Web Form Fillout
11069076,Inactive Investor,Brian Solomon,,Snowden Account Services LLC,bsolomon@snowdenlane.com,,Salesforce
11233682,Inactive Investor,Shawn Whelan,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,shawn.whelan@fidelity.com,,Salesforce
10913512,Inactive Investor,Richard Knowles,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",richard.knowles@nm.com,,Salesforce
11230745,Inactive Investor,Dustin Dean,Financial Professional,LPL Financial LLC Harrisonburg VA 544 S Main St,dustin.dean@lpl.com,,Salesforce
9648092,,Mar P,,,kpblue12@yahoo.com,,List import
10986219,Inactive Investor,Marsha Brady,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",,,Salesforce
10821513,Inactive Investor,Douglas McAllister,,"Cambridge Investment Research, Inc. San Francisco CA 2358 Market St",,,Salesforce
202024,,Jeff Kern,,[Unknown],jeffkern1@gmail.com,,Direct
10990796,Inactive Investor,Jeffrey Von Kienast,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",jeff.vonkienast@prudential.com,,Salesforce
10941102,Inactive Investor,Luke Fenker,,Park Avenue Securities LLC Tallahassee FL 1700 Summit Lake Dr,,,Salesforce
9619624,,Joseph Seeman,,,drjoe13@aol.com,,List import
10988028,Inactive Investor,Greyson Huber,,"Truist Investment Services, Inc. Fort Myers FL 12751 New Brittany Blvd",ghuber@truist.com,,Salesforce
11132560,Inactive Investor,Leonard Nero,Chief Compliance Officer;Chief Financial Officer;Managing Director,MissionPoint Partners LLC Westport CT 1135 Post Rd E,lnero@mppgrp.com,,Salesforce
10979247,Inactive Investor,Scott Worley,Chief Financial Officer;President,Castle Wealth Management,sworley@castlewm.com,,Salesforce
10427111,,HARISH S AGARWAL,,,harishsagarwal@hotmail.com,,Web Form Fillout
10870629,Inactive Investor,Eric Esau,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",eric.esau@wellsfargoadvisors.com,,Salesforce
11061135,Inactive Investor,Ted Romine,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",ted.romine@schwab.com,,Salesforce
11169618,Inactive Investor,Cesar Cap,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,cesar.cap@fidelity.com,,Salesforce
10930434,Inactive Investor,Matthew Dougherty,,State Farm VP Management Corp. Omaha NE 119 N 72nd St,,,Salesforce
201795,,Joseph McGinn,Vice President,"Brown, Lisle/cummings, Inc",jmcginn@brownlc.com,401-421-8900,Manual List Upload
11047081,Inactive Investor,Ashley Moore,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",ashley.d.moore@ml.com,,Salesforce
11004149,Inactive Investor,Alonzo Williams,,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",alonzo.williams@tfaconnect.com,,Salesforce
10988422,Inactive Investor,Erik Kumas,Senior Compliance Advisor,Commonwealth Financial Network San Diego CA 600 W Broadway,ekumas@commonwealth.com,,Salesforce
11154189,Inactive Investor,Jody Tuinstra,Financial Advisor,"Ameriprise Financial Services, LLC Hudsonville MI 2856 Port Sheldon St",jody.tuinstra@ampf.com,,Salesforce
10984523,Inactive Investor,Deshavian Williams,,J.P. Morgan Securities LLC Missouri City TX 6220 Hwy 6,deshavian.williams@jpmorgan.com,,Salesforce
11255258,Inactive Investor,Gina Tedesco,Wealth Advisor,WR Wealth Planners LLC Sarasota FL 1343 Main St,gina@wrwealth.com,,Salesforce
11208549,Inactive Investor,Michelle Farris,,"PWA Securities, LLC",mfarris@provwealth.com,,Salesforce
10958744,Inactive Investor,Michael Eisenstadt,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Hollywood FL 5545 Sheridan St,michael.eisenstadt@jpmorgan.com,,Salesforce
10848502,Inactive Investor,Russell Cramer,Founder,"Cramer & Rauchegger, Inc.",scott@cramerandrauchegger.com,,Salesforce
10911199,Inactive Investor,Ngo Stoebe,,"Allstate Financial Services, LLC Signal Hill CA 2501 Cherry Ave",ngostoebe@allstate.com,,Salesforce
10892169,Inactive Investor,Kris Persinger,Wealth Management Advisor,LexAurum Advisors Washington DC Private Residence,,,Salesforce
10946330,Inactive Investor,Kim Halle,Financial Advisor,Edward Jones Port Orange FL 5134 S Clyde Morris Blvd,kim.halle@edwardjones.com,,Salesforce
9612390,,Peter Fasone,,,pfasone@ftadvisors.com,,List import
248914,,Daniel R Blodgett,MD,Aphaea Gaea Holdings Corporation LLC,dblodgett@agrarianholdings.com,,Manual List Upload
11025420,Inactive Investor,Jacob Girouard,Senior Vice President,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",jacob.girouard@rbc.com,,Salesforce
11026519,Inactive Investor,William Waeckerle,Senior Vice President,"Wells Fargo Clearing Services, LLC",,,Salesforce
347540,,Scott Below,Chief Investment Analyst,"Kiely Wealth Advisory Group, Inc.",sbelow@thekielygroup.com,252-439-1888,Manual List Upload
10911419,Inactive Investor,Kyle Bain,Financial Advisor,"Pillar Wealth Advisors, LLC West Chester PA 11 Turner Ln",kbain@pillarwealthadvisors.com,,Salesforce
10959793,Inactive Investor,Kelli Clark,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10970269,Inactive Investor,Obianuju Obi,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10833601,Inactive Investor,Michael Goodrich,,"Garden State Securities, Inc.",mgoodrich@gardenstatesecurities.com,,Salesforce
10980682,Inactive Investor,Ricardo Dideo,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",,,Salesforce
10890660,Inactive Investor,Kimberlee Hemmer,Financial Advisor,Edward Jones Amherst NH 12 Middle St,kimberlee.hemmer@edwardjones.com,,Salesforce
335998,,John Goodwin,Managing Director Chicago,Antares Capital Advisers Llc,john.goodwin@antares.com,312-889-9920,Manual List Upload
10817101,Inactive Investor,David Seligman,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,david_seligman@vanguard.com,,Salesforce
11082225,Inactive Investor,Michael Saniuk,,Fidelity Brokerage Services LLC,,,Salesforce
11200578,Inactive Investor,Pamela Chasin,Financial Advisor;Senior Institutional Consultant;Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
9545273,,Hui Boon Lau,,,huiboonlau@gmail.com,,List import
11109598,Inactive Investor,Erik Strand,Financial Advisor,Edward Jones International Falls MN 445 4th St,erik.strand@edwardjones.com,,Salesforce
11107766,Inactive Investor,Mary Harris,Senior Wealth Advisor,"QuadCap Wealth Management, LLC",mharris@quadcapwm.com,,Salesforce
10937154,Inactive Investor,Jim Wilcox,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jim.wilcox@ml.com,,Salesforce
11085677,Inactive Investor,Leif Mahler,Senior Vice President - Investments,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",leif.mahler@raymondjames.com,,Salesforce
11111020,Inactive Investor,Robert Labriola,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",robert.labriola@ml.com,,Salesforce
9584463,,Rabiu Taiwo,,,rabline2002@gmail.com,,List import
222128,,Matthew Adelberg,,[Unknown],adelbergmatthew@gmail.com,,
10831010,Inactive Investor,Maegan Young,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
10962928,Inactive Investor,Zachary Fetzer,,State Farm VP Management Corp. Saint Paul MN 1565 Cliff Rd,zach.fetzer.wbsy@statefarm.com,,Salesforce
10927698,Inactive Investor,Annie Li,,Citigroup Global Markets Inc.,annie.x.li@citi.com,,Salesforce
10870794,Inactive Investor,Michael Aldemeyer,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,michael.aldemeyer@fidelity.com,,Salesforce
11260739,Inactive Investor,Jonah Torrison,,Wealthfront Brokerage LLC,,,Salesforce
10768208,Inactive Investor,James Thompson,,"Wells Fargo Advisors Financial Network, LLC Boston MA 326 Commercial St",jthompson@wfafinet.com,,Salesforce
10819055,Inactive Investor,Ricardo Gimon Estrada,Director;Financial Representative,"Venecredit Securities, Inc.",,,Salesforce
10807851,Inactive Investor,Rodolfo Gomez,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",rodolfo_gomez@ml.com,,Salesforce
10868184,Inactive Investor,Kevin Kanaar,,LPL Financial LLC Spring Hill FL 14269 Powell Rd,kevin.kanaar@lpl.com,,Salesforce
10974794,Inactive Investor,Walt Berry,,MWA Financial Services Inc. Stratford TX 401 N 3rd St,walt.a.berry@mwarep.org,,Salesforce
9587275,,Michael Grubb,,,michael.grubb@voyafa.com,,List import
11076165,Inactive Investor,Jay Schwieterman,Financial Advisor;Sales Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",jay_schwieterman@ml.com,,Salesforce
10487059,,Chenell McBean,,J.P. Morgan Securities LLC,mcbeanca@gmail.com,,List Import
10825859,Inactive Investor,Douglas Gehrke,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth IN 859 Lincoln St",,,Salesforce
11137508,Inactive Investor,Paul Lukas,Assistant Vice President - Investments;Financial Advisor,Janney Montgomery Scott LLC Canonsburg PA 375 Southpointe Blvd,plukas@janney.com,,Salesforce
10510263,,Ian Saunders,,Nasdaq Dorsey Wright,ian.saunders@dorseywright.com,,List Import
11140675,Inactive Investor,Angela Cruz,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",acruz22@ml.com,,Salesforce
9576950,,Luis Tipacti,,,ltipacti25@gmail.com,,List import
11088114,Inactive Investor,Mark Recker,Chief Compliance Officer;Financial Planner,Recker Financial LLC,mark.recker@reckerfinancial.com,,Salesforce
10880346,Inactive Investor,Angelos Constantine,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Yarmouth MA 1326 Main St",angelos.constantine@ml.com,,Salesforce
9607920,,Kenneth Lansford,,,kenny3486@gmail.com,,List import
11119528,Inactive Investor,Laurie Burkhardt,,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",laurie.burkhardt@wellsfargoadvisors.com,,Salesforce
10861471,Inactive Investor,Sandra Gilpatrick,Wealth Consultant,LPL Financial LLC Boston MA 101 Federal St,sandra.gilpatrick@lpl.com,,Salesforce
184617,,Frida Vargas,,[Unknown],frida@bitso.com,,Event
11124846,Inactive Investor,Earl Turvaville,Financial Advisor,Edward Jones Clovis NM 906 Colonial Pkwy,dean.turvaville@edwardjones.com,,Salesforce
345926,,David Juran,Chairman Of The Board,Colliers Securities Llc,djuran@doughertymarkets.com,612-376-4000,Manual List Upload
10912137,Inactive Investor,Melvyn Schramek,,Momentum Independent Network Inc. Albuquerque NM 2125 Wyoming Blvd NE,mschramek@hilltopnetwork.com,,Salesforce
10884075,Inactive Investor,Jennifer Lee,,PNC Investments,jennifer.lee@pnc.com,,Salesforce
10836631,Inactive Investor,Sarah Kaelberer,,"ValMark Securities, Inc. Wayzata MN 282 Wayzata Blvd E",,,Salesforce
11153642,Inactive Investor,Michael Peters,,"Next Financial Group, Inc. New Braunfels TX 645 Floral Ave",,,Salesforce
9543165,,Sungdae Kim,,,gomdgomd@gmail.com,,List import
10946719,Inactive Investor,Susan Fargo,Financial Advisor,LPL Financial LLC San Diego CA 6545 Sequence Dr,susan.porter@lpl.com,,Salesforce
9631139,,joseph linhares,,,jlinharesv@gmail.com,,List import
10824367,Inactive Investor,Michele Klemm,Paraplanner,"Ameriprise Financial Services, LLC Gurnee IL 5101 Washington St",michele.m.klemm@ampf.com,,Salesforce
9584627,,Nishante Cook,,,cooknishante3@gmail.com,,List import
10850505,Inactive Investor,Adhanom Yohannes,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,adhanom.yohannes@fmr.com,,Salesforce
10611374,,Robert Outtrim,"Managing Director, Senior Financial Advisor",,rob.outtrim@ml.com,,List Import
10957249,Inactive Investor,Rachel Sosa,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11197155,Inactive Investor,Alan Reser,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",alan.reser@rbc.com,,Salesforce
10800357,Inactive Investor,Farid Kabir,,NYLIFE Securities LLC San Dimas CA 140 Via Verde,fkabir@ft.newyorklife.com,,Salesforce
11198895,Inactive Investor,Marissa Cassidy,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11157919,Inactive Investor,Cynthia Guldy,,NYLIFE Securities LLC Denver NC Private Residence,cguldy@ft.newyorklife.com,,Salesforce
10834370,Inactive Investor,Earl Winebrenner,Managing Member;Owner;President,Winebrenner Capital Management LLC,earl@wcmria.com,,Salesforce
11189589,Inactive Investor,Alex Matz,,"Equitable Advisors, LLC Onalaska WI 1289 County Road Ph",alex.matz@equitable.com,,Salesforce
11117751,Inactive Investor,Sarah Tiedt,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",stiedt@wfafinet.com,,Salesforce
10860816,Inactive Investor,Elias Sanchez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",elias_sanchez@ml.com,,Salesforce
10815012,Inactive Investor,Todd Mcclone,Portfolio Manager,William Blair,tmcclone@williamblair.com,,Salesforce
10657668,,Galo Trujillo Ortiz,,,galo.s.trujillo@chase.com,,List Import
10983322,Inactive Investor,Mark Morrison,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",mark.morrison@ampf.com,,Salesforce
10868590,Inactive Investor,Gary Norman,,"Raymond James Financial Services, Inc. Ocala FL 110 NE 11th Ave",,,Salesforce
11054250,Inactive Investor,William Belk,,"Southeast Investments, N.C., Inc.",,,Salesforce
10810348,Inactive Investor,Brian Locke,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,brian.locke@lpl.com,,Salesforce
103554,,John Kline,"Managing Director, President And Chief Operating Officer","New Mountain Finance Advisers Bdc, L.l.c.",jkline@newmountainfinance.com,212-720-0300,Manual List Upload
9642945,,Jag Kandola,,,jagjeetkandola@gmail.com,,List import
341381,,Mark Allen,Chief Financial Officer,General Catalyst,mallen@generalcatalyst.com,617-234-7000,Manual List Upload
9561429,,Bob Mandell,,,bobm@strokerf.org,,List import
11131004,Inactive Investor,Carson Hymas,Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",carson.hymas@ml.com,,Salesforce
11112580,Inactive Investor,Daniel Imfeld,Account Vice President;Financial Advisor,UBS Financial Services Inc. Hudson OH 43 Village Way,daniel.imfeld@ubs.com,,Salesforce
333587,,Benjamin Kautz,Regional Vice President,Mercer Global Advisors Inc.,bkautz@merceradvisors.com,(415) 622-6423,
10816611,Inactive Investor,John Delatush,Financial Advisor;First Vice President;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",john.delatush@rbc.com,,Salesforce
10948466,Inactive Investor,Aaron Verkaik,Financial Advisor,LPL Financial LLC Zeeland MI 123 E Main Ave,aaron.verkaik@lpl.com,,Salesforce
11213248,Inactive Investor,Robert Garrido-Lecca,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10992975,Inactive Investor,Glenn Swafford,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",glenn.swafford@equitable.com,,Salesforce
11036602,Inactive Investor,Shiting Yu,Registered Client Associate,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",jessica.y@rbc.com,,Salesforce
10883127,Inactive Investor,Joshua Richter,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9648391,,juwon lee,,,juwon824@gmail.com,,List import
9600953,,bernie anger,,,bernieanger@me.com,,List import
230870,, -,,[[Unknown]],junior_segers@hotmail.com,,Initial Salesforce Import
10884896,Inactive Investor,James Long,,"Truist Investment Services, Inc. Charleston WV 300 Summers St",,,Salesforce
10989870,Inactive Investor,Rebecca Davis,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",rebecca.davis@firstcitizens.com,,Salesforce
10983099,Inactive Investor,Becky Kneip,,J.P. Morgan Securities LLC Neenah WI 111 E Wisconsin Ave,becky.kneip@jpmorgan.com,,Salesforce
9579670,,Akintunde Akinola,,,xdos@yahoo.com,,List import
11012965,Inactive Investor,Jose Chavez De La Torre,,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",mauricio.chavez@nm.com,,Salesforce
248427,,Antonio Dominguez,Co-Founder,Boiler Blockchain,topangax@gmx.com,,Manual List Upload
9640967,,John Stout,,,jaystout@aol.com,,List import
9614937,,Enerio Montesino,,,enerio777@gmail.com,,List import
10832614,Inactive Investor,Elliott Orsillo,Chief Investment Officer;Co-Founder;Investment Advisor,"Season Investments, LLC",elliott@seasoninvestments.com,,Salesforce
9579312,,Shier Lim,,,lim.shierlee@gmail.com,,List import
10833776,Inactive Investor,Gerald Garfield,,"Black Oak Securities, Inc.",,,Salesforce
11121596,Inactive Investor,Davide Casale,,Citigroup Global Markets Inc.,,,Salesforce
11187525,Inactive Investor,Kyle Johnson,,LPL Financial LLC Sioux Falls SD 200 E 10th St,kyle.r.johnson@lpl.com,,Salesforce
11159282,Inactive Investor,Gloria Avelar,,"Wells Fargo Clearing Services, LLC Las Vegas NV 7590 W Lake Mead Blvd",gloria.l.avelar@wellsfargo.com,,Salesforce
10873214,Inactive Investor,Michael Mazursky,Founder;President,North Star Investment Management Corporation Highland Park IL 332 Skokie Valley Rd,mmazursky@nsinsure.com,,Salesforce
11133629,Inactive Investor,Cheryl Carrington,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",cheryl.carrington@truist.com,,Salesforce
10965573,Inactive Investor,Alyson Kreifels,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Silverdale WA 9981 Silverdale Way NW",alyson.kreifels@ml.com,,Salesforce
10815824,Inactive Investor,John Burns,Chief Compliance Officer;Founding Partner;Manager;Member;President,"Asset Dedication, LLC",burnsb@assetdedication.com,,Salesforce
10840860,Inactive Investor,Mona Feeley,Member;Partner,"WhippleWood Advisors, LLC",mona@whipplewoodcpas.com,,Salesforce
10968589,Inactive Investor,Chris Lair,,State Farm VP Management Corp. Richardson TX 1415 State St,chris.lair.m32p@statefarm.com,,Salesforce
10902812,Inactive Investor,Teresa Meeks,,"Avantax Investment Services, Inc. Alpharetta GA 11175 Cicero Dr",,,Salesforce
11073190,Inactive Investor,Andrew Meringoff,Chief Compliance Officer;Managing Member;Principal,"Meringoff Wealth Management Group, LLC",andrew@meringoffwealth.com,,Salesforce
10817319,Inactive Investor,Carey Wolf,Financial Advisor,LPL Financial LLC West Bend WI Private Residence,carey.m.wolf@lpl.com,,Salesforce
192423,,Justin Downey,,[Unknown],justindowney33@gmail.com,,
9633657,,Kay See,,,kbeau@tutanota.com,,List import
11177374,Inactive Investor,Erin Kirk,,"Farmers Financial Solutions, LLC Albuquerque NM 5400 Sevilla Ave NW",ekirk1@farmersagent.com,,Salesforce
10551213,,Bob Kurtz,,,bobk@launchme.com,,Web Form Fillout
11238142,Inactive Investor,Angie Rugari,,The Burney Company,angie@burney.com,,Salesforce
9623967,,Douglas Rattray,,,dacidom@gmail.com,,List import
10815792,Inactive Investor,Chris Gilroy,,"FBL Marketing Services, LLC Ames IA 2010 Philadelphia St",cgilroy@fbfs.com,,Salesforce
9583349,,Justus Okoth,,,sutsujyhytoks@gmail.com,,List import
10884636,Inactive Investor,Cassandra Alleyne,Financial Advisor;Senior Vice President,Santander Securities LLC Ephrata PA 370 N Reading Rd,cassandra.alleyne@santanderinvestments.com,,Salesforce
10949883,Inactive Investor,Linda Chabinsky,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,linda.chabinsky@fmr.com,,Salesforce
10830754,Inactive Investor,John Copley,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",john.copley@wellsfargoadvisors.com,,Salesforce
10988130,Inactive Investor,Samuel Hagemann,,"First Heartland Capital, Inc. Labadie MO Private Residence",shagemann@firstheartland.com,,Salesforce
11132390,Inactive Investor,Jeremiah Chaplin,President,Truehand Inc,,,Salesforce
9576422,,Jack Butler,,,jbutler@sagepointadvisor.com,,List import
9583182,,Tina Reid-Freeman,,,tina.reid@miacanalytics.com,,List import
9877240,,Craig Weber,,,craigmweber@aol.com,,Web Form Fillout
10755098,Inactive Investor,Adam Loveless,Advisor;Senior Vice President,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,aloveless@rockco.com,,Salesforce
10955733,Inactive Investor,Colin Mcguire,,"Northwestern Mutual Investment Services, LLC Bozeman MT 1276 N 15th Ave",colin.mcguire@nm.com,,Salesforce
11205716,Inactive Investor,Arment Merovci,Manager,J.P. Morgan Securities LLC New York NY 1495 York Ave,arment.merovci@jpmorgan.com,,Salesforce
9544933,,Kelli Ruby,,,kelli@weatherlyassetmgt.com,,List Import
9566943,,Shayla Kriha,,,skriha@carsoninstitutional.com,,List import
10981369,Inactive Investor,Shawn Williams,Financial Advisor,"W&S Brokerage Services, Inc. Cary NC 1001 Winstead Dr",shawn.williams@wslife.com,,Salesforce
9576395,,Jason Trondike,,,jtr0n1993@gmail.com,,List import
11094449,Inactive Investor,Rebecca Baron,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10849821,Inactive Investor,Sheldon Castle,,Cetera Advisor Networks LLC Williamsport PA 1720 E 3rd St,,,Salesforce
10804359,Inactive Investor,Benjamin Dodds,Financial Advisor;Financial Professional,Money Concepts Capital Corp Bellefontaine OH 145 S Main St,bdodds1@moneyconcepts.com,,Salesforce
11169517,Inactive Investor,Artemio Lopez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10759040,Inactive Investor,Mark Switow,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,mark.switow@ubs.com,,Salesforce
9595126,,Christine Hurtsellers,,,christine.hurtsellers@inginvestment.com,,List import
11133206,Inactive Investor,Peter Scocca,First Vice President - Investments,"Wells Fargo Clearing Services, LLC Millburn NJ 281 Millburn Ave",peter.scocca@wellsfargoadvisors.com,,Salesforce
11205413,Inactive Investor,Kennon Weaver,Assistant Vice President;Branch Manager;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Sherman TX 600 E Taylor St",kennon.weaver@wellsfargoadvisors.com,,Salesforce
11004609,Inactive Investor,Cohen Lacour,,LPL Financial LLC Alexandria LA 1412 Centre Ct,cohen.lacour@lpl.com,,Salesforce
11220545,,Donna Kline,,,dkline@hbkswealth.com,,Other
9567144,,Alethea Fifield,,,alethea.hill@fmr.com,,List import
10988158,Inactive Investor,Bernard Ryan,,"Farmers Financial Solutions, LLC Wylie TX 108 S Jackson Ave",bryan1@farmersagent.com,,Salesforce
10914449,Inactive Investor,Gregory Perram,,"Wells Fargo Advisors Financial Network, LLC Chagrin Falls OH 33 River St",,,Salesforce
10901185,Inactive Investor,Michael Hayward,,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,,,Salesforce
11109302,Inactive Investor,Amber Radloff,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",amber.radloff@nm.com,,Salesforce
10944480,Inactive Investor,Maria Becerra,,Commonwealth Financial Network Kennewick WA 601 N Young St,mbecerra@commonwealth.com,,Salesforce
9623494,,Martin Hergovic,,,hergovic.martin@gmail.com,,List import
10988057,Inactive Investor,Vincent Miseo,Financial Professional,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",vincent.miseo@prudential.com,,Salesforce
10794979,Inactive Investor,Paul Hershiser,Managing Director,Haven Private,jhershiser@alphaqadvisors.com,,Salesforce
11031938,Inactive Investor,Garrett Cardin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9610348,,KK Chen,,,chenchunkit626@gmail.com,,List import
11222193,,Matthew Frank,,,mfrank@retirementplanadvisors.com,,List Import
10759330,Inactive Investor,Martin White,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,martin_white@vanguard.com,,Salesforce
352786,,Lyndsey Gorham,Client Relationship Manager,"Gm Advisory Group, Inc.",lgorham@gmadvisorygroup.com,631-227-3900,Manual List Upload
9622686,,John Qusack,,,accsiafinance@gmail.com,,List import
10917492,Inactive Investor,Cole Wilmarth,Financial Advisor,"Raymond James & Associates, Inc. Melbourne FL 202 N Harbor City Blvd",cole.wilmarth@raymondjames.com,,Salesforce
10813431,Inactive Investor,Paul Schneider,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,paul.schneider@primerica.com,,Salesforce
10780142,Inactive Investor,Luther Stuhlman,Executive Director;Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,luther.e.stuhlman@jpmorgan.com,,Salesforce
11171682,Inactive Investor,Tatyana Malkis,,"Principal Securities, Inc. Miami FL 703 NW 62nd Ave",malkis.tatyana@principal.com,,Salesforce
11134393,Inactive Investor,Isabella Nemes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10387402,,Sean Lalley,,,tallsean12@yahoo.com,,Web Form Fillout
11158320,Inactive Investor,Kaiulani Ford,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9544798,,Julio Dolorico,,,julio.dolorico@financialguide.com,,List import
11108707,Inactive Investor,Samuel Page,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,samuel.page@citi.com,,Salesforce
10803873,Inactive Investor,Benjamin Wheeler,Chief Compliance Officer;Founding Principal;Investment Advisor;Managing Member,Schwarz Dygos Wheeler Investment Advisors LLC,wheeler@sdwia.com,,Salesforce
11157813,Inactive Investor,Edward Schuler,,"Osaic Wealth, Inc. Brick NJ 74 Brick Blvd",,,Salesforce
11030648,Inactive Investor,Jose Munoz,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10659414,,Paul Stabrowski,,,paul.stabrowski@ceterafs.com,,List Import
11023302,Inactive Investor,Erskine Callaway,,"Allstate Financial Services, LLC Oklahoma City OK 4319 SE 15th St",erskinecallaway@allstate.com,,Salesforce
11045637,Inactive Investor,Breanna Petry,,J.P. Morgan Securities LLC Houston TX 600 Travis St,breanna.petry@jpmorgan.com,,Salesforce
10917987,Inactive Investor,Courtney Burdick,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",courtney.burdick@nm.com,,Salesforce
344718,,Chris Roberts,Portfolio Manager,"Vista Capital Partners, Inc.",croberts@vistacp.com,503-772-9500,Manual List Upload
10814483,Inactive Investor,Jonathan Schultz,,"Wells Fargo Advisors Financial Network, LLC Monument CO 1832 Woodmoor Dr",j.schultz@wfadvisors.com,,Salesforce
11147036,Inactive Investor,Frederick Johnson,,PFS Investments Inc. Sugar Land TX 12946 Dairy Ashford Rd,frederick.johnson@primerica.com,,Salesforce
1001205,Inactive Investor,Umberto Malesci,,Meltemi Ventures S.R.L,umberto@meltemiventures.com,3.93356E+11,Organic Search
9542176,,Matt Pierce,,,matt.pierce@islandlightcapital.com,,List import
10866901,Inactive Investor,Sugein Vasquez,Supervisory Principal,Citigroup Global Markets Inc.,,,Salesforce
10892550,Inactive Investor,Benjamin Sharpe,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Reading PA 4665 Perkiomen Ave",benjamin.sharpe@wellsfargoadvisors.com,,Salesforce
11071732,Inactive Investor,Elliott Kugel,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",elliott_m_kugel@ml.com,,Salesforce
10853608,Inactive Investor,Gareth Morgan,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,gareth.d.morgan@jpmorgan.com,,Salesforce
239052,,Heru Rudiyana,,Indonesia,heru.knp@gmail.com,,
11081898,Inactive Investor,Keala Kamai,,"Allstate Financial Services, LLC Pearl City HI Private Residence",kealakamai@allstate.com,,Salesforce
11132120,Inactive Investor,Joseph Dierks,,Capital Financial Advisors,,,Salesforce
11125018,Inactive Investor,Matthew Wacker,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",matthew.wacker@wellsfargoadvisors.com,,Salesforce
10785735,Inactive Investor,Cheryl Kimmel,Financial Services Professional,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11123258,Inactive Investor,Randy Winters,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,randy.winters@fidelity.com,,Salesforce
10928976,Inactive Investor,Drake Evans,Financial Advisor,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
11263967,Inactive Investor,Ryan Roffina,Director of Investment Solutions,D.A. Davidson & Co.,rroffina@dadco.com,406-727-4200,Salesforce
11016027,Inactive Investor,Theodore Jones,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",theodore.jones@prudential.com,,Salesforce
10853223,Inactive Investor,Alix Krupa,Assistant Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,alix.m.youpel@morganstanley.com,,Salesforce
10593257,,Ziang Yang,,,ya0020ng@e.ntu.edu.sg,,Web Form Fillout
10645449,,Mark Lasek,,,mark_lasek@keybank.com,,List Import
10938561,Inactive Investor,Melanie Dubois,,"Principal Securities, Inc.",dubois.melanie@principal.com,,Salesforce
2585485,,Cyril Biswas,,,cyrilbiswas@yahoo.ca,,
10817937,Inactive Investor,Micah Breininger,,"Osaic FA, Inc.",,,Salesforce
10936955,Inactive Investor,Daniel Hoff,Member;Partner;Regulatory Contact,Hoff Private Wealth,dannohoff@hoffwealth.com,,Salesforce
11195690,Inactive Investor,Anthony Spring,,"Osaic Wealth, Inc. Millersport OH 12460 Lancaster St",,,Salesforce
10988597,Inactive Investor,Jeremy Travis,Vice President;Wealth Advisor,"Capital Advisors, Inc.",jtravis@capitaladv.com,,Salesforce
10963145,Inactive Investor,Adewole Odumade,Chief Compliance Officer;Chief Investment Officer;Principal,"Riskhedge Analytics, LLC",,,Salesforce
10949678,Inactive Investor,Sherry Hardin,Investment Advisor Representative,"Clarus Wealth Advisors, LLC",shardin@claruswealthadvisors.com,,Salesforce
371173,,Eric Lund,,United States,elund13@gmail.com,,source
9603611,,Po Yi,,,gfsak1234@gmail.com,,List import
9540542,,Juan Guerra,,,jgu3520471@att.net,,List Import
9626838,,Ekvin Peiris,,,ekvinpeiris@gmail.com,,List import
351564,,Evan Stein,Vice President,"Union Park Capital Management, L.p.",evan@union-park.com,857-254-1751,Manual List Upload
11132841,Inactive Investor,Joshua Reichman,Global Institutional Consultant;Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",josh_reichman@ml.com,,Salesforce
9637230,,Dawn Wright,,,dwright@sym.com,,List import
11188805,Inactive Investor,Christopher Neuse,,PFS Investments Inc. Aurora CO 6105 S Main St,christopher.neuse@primerica.com,,Salesforce
9588313,,bepin temali,,,bepint@hotmail.com,,List import
9635937,,Jeff Straughn,,,jstraughn@brandsynergygroup.com,,List import
9577730,,Terence Haddock,,,thaddock@tripi.com,,List import
10612738,,Eric Taylor,Financial Advisor,,eric.taylor@lpl.com,,List Import
228,,,,,bobbrown@250ok.co,,
10828698,Inactive Investor,Pierre Awadalla,Financial Advisor,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10904794,Inactive Investor,Nare Abramyan,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10767951,Inactive Investor,David Lowry,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Irvine CA 1901 Main St,david.lowry@morganstanley.com,,Salesforce
11113622,Inactive Investor,Nathaniel Willis,,Arvest Wealth Management Jacksonville AR 1810 N 1st St,nwillis@arvest.com,,Salesforce
11179294,Inactive Investor,Anthony McAfee,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
347514,,Stephen Peacher,Director And Chair Of The Board,Bentallgreenoak (u.s.) Limited Partnership,speacher@bentallkennedy.com,206-623-4739,Manual List Upload
11002957,Inactive Investor,Ana Torres,,J.P. Morgan Securities LLC Chula Vista CA 1120 Broadway,ana.torres@jpmorgan.com,,Salesforce
10985721,Inactive Investor,Jessica Westbrook,,J.P. Morgan Securities LLC Kennesaw GA 745 Chastain Rd NW,jessica.westbrook@jpmorgan.com,,Salesforce
11179680,Inactive Investor,Paulwinder Singh,,J.P. Morgan Securities LLC Tempe AZ 315 W Elliot Rd,paulwinder.singh@jpmorgan.com,,Salesforce
11023007,Inactive Investor,Crystal Kitchens,,Cetera Investment Services LLC New Port Richey FL 6335 US Hwy 19,,,Salesforce
11098272,Inactive Investor,Aaron Mcdermott,,Cetera Advisor Networks LLC Bellevue WA 500 108th Ave NE,,,Salesforce
9555700,,Amin Kashif,,,amin.kashifs@gmail.com,,List import
10988371,Inactive Investor,Adrian Ennis,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,adrian.ennis@fmr.com,,Salesforce
11190031,Inactive Investor,Zachary Henson,,"Northwestern Mutual Investment Services, LLC Irving TX 5605 N Macarthur Blvd",zachary.r.henson@nm.com,,Salesforce
10598002,Inactive Investor,Inderjit Sidhu,Attorney,Inderjit Sidhu,,,Salesforce
78282,,Ryan Poage,"Managing Member, Chief Compliance Officer",Ryan Poage & Co.,ryan@ryanpoage.com,816-531-4555,Manual List Upload
11062818,Inactive Investor,Robert Grillo,,"Raymond James Financial Services, Inc. Greenwich CT 115 E Putnam Ave",robert.grillo@raymondjames.com,,Salesforce
11208505,Inactive Investor,Lorraine Kurtz,,Citigroup Global Markets Inc. Brooklyn NY 375 Court St,lorraine.kurtz@citi.com,,Salesforce
10791319,Inactive Investor,Jeremi Roux,Chief Compliance Officer;General Counsel,"Hamlin Capital Management, LLC",jroux@hamlincm.com,,Salesforce
10759141,Inactive Investor,Peter Rukeyser,Managing Director,UBS Financial Services Inc. New York NY 299 Park Ave,peter.rukeyser@ubs.com,,Salesforce
9551722,,Kevin Patterson,,,kevin.patterson@cir2.com,,List import
229156,,Ider Liou -,,[[Unknown]],iderliou@gmail.com,,Direct
11172236,Inactive Investor,Lilian Quach,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,lilian.quach@primerica.com,,Salesforce
10821723,Inactive Investor,Melissa Young,,"Stifel, Nicolaus & Company, Incorporated Baxter MN 14275 Golf Course Rd",youngme@stifel.com,,Salesforce
11094224,Inactive Investor,Alain Moore,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,alaindelonmoore@primerica.com,,Salesforce
11171232,Inactive Investor,Hal Eaton,,Vanguard Marketing Corporation,hal_eaton@vanguard.com,,Salesforce
9574438,,Melinda Delis,,,melinda@gemini.com,,List import
10898876,Inactive Investor,Eileen Proud,Senior Investment Advisor,"WT Wealth Management, LLC",eproud@wtwealthmanagement.com,,Salesforce
10859281,Inactive Investor,Coty Primeaux,,Cetera Investment Services LLC Laurel MS 1415 W 5th St,coty.primeaux@ceterais.com,,Salesforce
9584284,,Jennifer Weaver,,,jkweaver@ofgltd.com,,List import
109123,,Major Jouret,,Alabama Stone Works,major.jouret@gmail.com,12056010177,Organic Search
9572254,,Anthony Ratkiewicz,,,aratkiewicz@financialguide.com,,List import
10867739,Inactive Investor,Kristin Lyman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Portland OR 10220 SW Greenburg Rd",kristin.2.lyman@ampf.com,,Salesforce
10974639,Inactive Investor,John Skeadas,Investment Manager,First City Capital Management Inc,,,Salesforce
11191499,Inactive Investor,Lea Boracchia,Chief Compliance Officer;Financial Planner;Investment Advisor;Managing Member;Managing Partner,Boracchia Wiviott Wealth Partners LLC Palm Desert CA 74710 Highway 111,,,Salesforce
10791950,Inactive Investor,John Heustis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,john.heustis@fidelity.com,,Salesforce
10436106,,Yousef Hosseini,,,yousef.hosseini@gmail.com,,Web Form Fillout
226810,,Aldo -,,[[Unknown]],morenoinvestments@gmail.com,,Initial Salesforce Import
9569121,,Stephen Haan,,,shaan@sigmarep.com,,List import
11100747,Inactive Investor,Meredith Bell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",merian_bell@ml.com,,Salesforce
11140370,Inactive Investor,Richard Smith,Financial Advisor,Edward Jones Eugene OR 1190 Olive St,,,Salesforce
10927138,Inactive Investor,Craig Rice,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11153431,Inactive Investor,Trevor Kleineahlbrandt,Portfolio Manager;Senior Vice President,"Western International Securities, Inc.",trevor@wisdirect.com,,Salesforce
9540451,,Greg Tobias,,,gregtttt@gmail.com,,List Import
9544278,,Jerry Morgan,,,jmorgan@partnervest.com,,List import
11092830,Inactive Investor,Diana Wickman,,"Allstate Financial Services, LLC Garland TX 3200 Broadway Blvd",dianawickman@allstate.com,,Salesforce
10870547,Inactive Investor,Kristin Thomas,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",kristin.thomas@truist.com,,Salesforce
10780595,Inactive Investor,Jason Maas,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,jason.maas@ubs.com,,Salesforce
9600044,,Emily Pharez,,,erpharez@outlook.com,,List import
10811760,Inactive Investor,Brittania Serna,Senior Service Associate,Morgan Stanley South Jordan UT 680 W 10000 S,brittania.davis@morganstanley.com,,Salesforce
10864278,Inactive Investor,Michael Fayed,,"Cambridge Investment Research, Inc. Belmont NC 420 Park St",,,Salesforce
10523511,,Michael Hendee,,,mhendee23@gmail.com,,Web Form Fillout
10844998,Inactive Investor,Jeff Bollinger,Chief Investment Officer;Investment Advisor Representative;Investment Committee;Member,"Fortius Financial Advisors, LLC",,,Salesforce
11222056,,Christopher Maryanopolis,,,cmaryanopolis@seia.com,,List Import
9543179,,John Lahman,,,jlahman@gwnsecurities.com,,List import
10908550,Inactive Investor,Craig Thistlethwaite,Chief Executive Officer;Manager,"CT Financial Partners, LLC",,,Salesforce
11049553,Inactive Investor,Brian Walker,Chief Compliance Officer;General Counsel,Marshfield Associates,brianw@marshfieldinc.com,,Salesforce
10888159,Inactive Investor,John Fletcher,Wealth Advisor,LPL Financial LLC Sun City Center FL 773 Cypress Village Blvd,john.fletcher@lpl.com,,Salesforce
82459,,Charlene Rigelman,Financial Advisor,Eagle Strategies LLC,crigelman@ft.newyorklife.com,651-388-9888,
10856021,Inactive Investor,Corey Farber,Vice President,Morgan Stanley,corey.farber@morganstanley.com,,Salesforce
10606309,,Benjamin Monte,"Portfolio Specialist, Research Analyst","Monte Financial Group, LLC",benjamin.monte@montefinancialgroup.com,203-453-6851,List Import
10819072,Inactive Investor,Jeffrey Rencher,Financial Advisor,Edward Jones Twin Falls ID 166 River Vista Pl,jeffrey.rencher@edwardjones.com,,Salesforce
11173499,Inactive Investor,Lois Godawa,,LPL Financial LLC Rhinelander WI 7 N Brown St,lois.godawa@lpl.com,,Salesforce
10952847,Inactive Investor,Marlen Garner,Private Client Advisor,J.P. Morgan Securities LLC Las Vegas NV 8524 W Lake Mead Blvd,marlen.garner@jpmorgan.com,,Salesforce
10828281,Inactive Investor,Jennifer Lucke,Financial Advisor;First Vice President,Morgan Stanley Spokane WA 717 W Sprague Ave,jennifer.lucke@morganstanley.com,,Salesforce
2085217,,Will Whitlock,,,gloveside2@gmail.com,,
10962450,Inactive Investor,Brenda Tarpening,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,brenda.tarpening@jpmorgan.com,,Salesforce
9541178,,Raymond Calaha,,,raymondcalaha@gmail.com,,List import
333666,,Jesse Glazier,,Sjhl Financial Group,jglazier@sjhl.com,620-241-1826,Manual List Upload
10927118,Inactive Investor,Rebeka Manukyan,,Fidelity Brokerage Services LLC,,,Salesforce
9643562,,Muhammad Jamal Raheem,,,raheem.jamal@gmail.com,,List import
10973860,Inactive Investor,Andrea Hromyak,,J.P. Morgan Securities LLC Lafayette CO 200 N Public Rd,andrea.hromyak@jpmorgan.com,,Salesforce
11217269,,Kenneth Mackunis,,,ken_mackunis@aon.com,,Other
10997132,Inactive Investor,Keith Morris,,"Muriel Siebert & Co., LLC Omaha NE 18045 Oak St",,,Salesforce
10818964,Inactive Investor,Rob Lewis,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,rob.lewis@fmr.com,,Salesforce
10611866,,Kristin Alit,"Financial Advisor, First Vice President",,kristin.alit@morganstanley.com,,List Import
10905330,Inactive Investor,Yesenia Dalton,Financial Advisor,Edward Jones Rogers AR 5310 W Village Pkwy,yesi.dalton@edwardjones.com,,Salesforce
10992595,Inactive Investor,Juan Flores Saldana,,NYLIFE Securities LLC Fulshear TX Private Residence,jfloressalda@ft.newyorklife.com,,Salesforce
10532432,,Luca Dallaglio,,,wavedalla@gmail.com,,Web Form Fillout
10922717,Inactive Investor,Helen Paris,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11201870,Inactive Investor,Erica Acheson-Dunay,,Key Investment Services LLC Painesville OH 7525 Crile Rd,erica_acheson@keybank.com,,Salesforce
11211436,Inactive Investor,Paul Goldhirsch,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10913924,Inactive Investor,Jeanne Duce,Chief Compliance Officer;Managing Member;Owner,JD Financial Fitness LLC,,,Salesforce
218832,,Jef Timms,,[Unknown],jtinrm@aol.com,,Direct
10943213,Inactive Investor,Lars Petersen,,"Raymond James Financial Services, Inc. Scottsdale AZ 9590 E Ironwood Square Dr",lars.petersen@raymondjames.com,,Salesforce
241065,,Wayne Ewan,Regional Investment Consultant,T. Rowe Price,wayne.ewan@troweprice.com,,Event
11207415,Inactive Investor,Randall Clark,Partner;Wealth Advisor,Corient Indianapolis IN 500 E 96th St,randy.clark@corient.com,,Salesforce
10794596,Inactive Investor,John Balentine,Chief Compliance Officer;Executive Vice President,Morgan Investments Inc,,,Salesforce
72605,,Irma Comstockova,"Sole Managing Member, President, Chief Counsel","Prague Wealth Management, S.r.o.",irma.comstockova@pwmanagement.cz, -2201310,
215455,,Michael Mills,,[Unknown],michael.mills@stoel.com,,
11170951,Inactive Investor,Timothy Boys,,"Principal Securities, Inc. Eden Prairie MN 7700 Equitable Dr",,,Salesforce
10990989,Inactive Investor,Hanna Neisz,,Alpaca Securities LLC,hanna.neisz@robinhood.com,,Salesforce
10980192,Inactive Investor,Yves Saint Hilaire,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,ysaint-hilaire@primerica.com,,Salesforce
9647710,,Les Watson,,,les.watson@yellowwoodwealth.com,,List import
348164,,Edward Kissel,Managing Partner,"Forager Capital Management, Llc",edward.kissel@gmail.com,205-383-4763,Manual List Upload
335542,,Kenneth Chenault,Managing Director,General Catalyst,kchenault@generalcatalyst.com,617-234-7000,Manual List Upload
10879872,Inactive Investor,Danny La,Senior Vice President;Wealth Advisor,"Capital Advisors, Inc. Austin TX 7200 N Mo Pac Expy",dla@capitaladv.com,,Salesforce
11096034,Inactive Investor,Chriss Homan,,PFS Investments Inc. Anchorage AK 255 E Fireweed Ln,chriss.homan@primerica.com,,Salesforce
9600792,,Ernest Rady,,,erady@aaimllc.com,,List import
10894041,Inactive Investor,Lia Kranjac,Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lia.barber@jpmorgan.com,,Salesforce
10978729,Inactive Investor,Roby Kotcamp,Senior Wealth Advisor,Centura Wealth Advisory Scottsdale AZ 6424 E Greenway Pkwy,rkotcamp@centurawealth.com,,Salesforce
11051669,Inactive Investor,Cristina Jimenez,Financial Advisor,Aurora Wealth Advisors,cristinaj@aurorawealth.com,,Salesforce
204264,,Richard Lafargue,President,"Lafargue Financial Group, Inc.",richard@lafarguefinancialgroup.com,866-765-1850,Manual List Upload
11086470,Inactive Investor,Catherine Morris,,NYLIFE Securities LLC Marion NC 195 S Main St,cmorris@eaglestrategies.com,,Salesforce
10977864,Inactive Investor,Patrick Bollinger,Financial Advisor,"WPG Financial Group, LLC",patrick@wpgfinancial.com,,Salesforce
11117835,Inactive Investor,Rodrigo Badely,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11196775,Inactive Investor,Sai Zhang,,J.P. Morgan Securities LLC Portland OR 15775 SE Mcloughlin Blvd,sai.zhang@jpmorgan.com,,Salesforce
11083092,Inactive Investor,Daniel Kearns,Financial Advisor,PNC Investments Wilmington DE 5325 Limestone Rd,daniel.kearns@pnc.com,,Salesforce
11113754,Inactive Investor,Hannah Sears,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",hannah.sears@bernstein.com,,Salesforce
11108217,Inactive Investor,Kyle Adams,Paraplanner,"Ameriprise Financial Services, LLC Schaumburg IL 1900 E Golf Rd",kyle.1.adams@ampf.com,,Salesforce
10772431,Inactive Investor,D Chase,Chairman;Founder;Shareholder,Chase Investment Counsel Corporation,,,Salesforce
10997732,Inactive Investor,Ashley Hicks,Financial Advisor,Edward Jones Reno NV 8175 S Virginia St,ashley.hicks@edwardjones.com,,Salesforce
10488075,,Alan Buehler,"Chief Financial Officer, Regulatory Contact",Sevin Rosen Funds,abuehler@srfunds.com,,List Import
9647267,,Damu Reddy,,,damuwasd007@gmail.com,,List import
10770309,Inactive Investor,Leila Larijani,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,leila.larijani@ubs.com,,Salesforce
10943694,Inactive Investor,Toya Seay,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,toya.seay@primerica.com,,Salesforce
10993602,Inactive Investor,Eduardo Malespin,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11027579,Inactive Investor,Andrew Fam,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",andrew.fam@nm.com,,Salesforce
11129220,Inactive Investor,Katie Guyton,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,katie.cloonan@fmr.com,,Salesforce
11063255,Inactive Investor,Leanne Evans,Senior Client Relationship Associate,"Raymond James & Associates, Inc. Devon PA 92 Lancaster Ave",leanne.evans@raymondjames.com,,Salesforce
10999420,Inactive Investor,Garen Kalender,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10999395,Inactive Investor,Whitney Colton,Senior Wealth Advisor,LPL Financial LLC Melbourne FL 1901 S Harbor City Blvd,,,Salesforce
10754729,Inactive Investor,John Hall,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,john.hall@fidelity.com,,Salesforce
9570478,,Svetlana Lee,,,slee@varnacapital.com,,List import
10486966,,Walter Davis,Director,Robert W. Baird & Co. Incorporated,rrdavis14@aol.com,,List Import
231041,, -,,[Unknown],ypatel@blueyonder.co.uk,,
372403,,Brett Lotsoff,,United States,brett@lotsoffgroup.com,,Salesforce
2082077,,Vikas Kumar,,,vikask3695@gmail.com,,
10964214,Inactive Investor,Terrence Hart,,"HighTower Securities, LLC",thart@hightoweradvisors.com,,Salesforce
10611324,,Robert Tuzza,"First Vice President, Senior Financial Advisor, Vice President",,robert.tuzza@ml.com,,List Import
9601233,,Robert Troise,,,coachwhip8@aol.com,,List import
11097037,Inactive Investor,Gabriel Pincus,Chief Compliance Officer;Portfolio Manager;President,"GA Pincus Funds, LLC",gabriel@gapincusfunds.com,,Salesforce
11141577,Inactive Investor,Mark Serio,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Sarasota FL 2 N Tamiami Trl,mark.serio@morganstanley.com,,Salesforce
10907982,Inactive Investor,Daniel Derose,,Cetera Advisor Networks LLC Trenton NJ 2279 Hwy 33,,,Salesforce
9630460,,phil wojtalewicz,,,phil.wojtalewicz@comcast.net,,List import
10916756,Inactive Investor,Stanley Stewart,Chief Compliance Officer;Financial Advisor;Founding Partner;Principal,Virtus Financial Partners,sstewart@virtusfp.com,,Salesforce
9595148,,Travarous Wiley,,,travarouswiley@yahoo.com,,List import
11001430,Inactive Investor,Reginald Willhite,Financial Advisor,"Pruco Securities, LLC. Roseville CA 2998 Douglas Blvd",reginald.willhite@prudential.com,,Salesforce
11037177,Inactive Investor,Theresa Reed,,The Huntington Investment Company Defiance OH 405 W 3rd St,theresa.reed@huntington.com,,Salesforce
10860270,Inactive Investor,Gwen Garrison,,"Osaic Wealth, Inc. Newnan GA Private Residence",,,Salesforce
5263265,,SREY OUN,,,yewahi3938@haboty.com,,Web Form Fillout
10755024,Inactive Investor,Timothy Cusick,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",tim.cusick@wellsfargoadvisors.com,,Salesforce
10620084,,Charlene Wilke,,,cwilke@tcwealthpartners.com,,List Import
9596651,,joseph ravindren edwin perianayagam,,,josephravi321@gmail.com,,List import
9567024,,JC B,,,jcbisso@gmail.com,,List import
11203994,Inactive Investor,Christopher Hannan,Financial Advisor;President,Devil Mountain Investment Management,,,Salesforce
11035832,Inactive Investor,Stacy Eller,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,stacy.m.eller@jpmorgan.com,,Salesforce
10955458,Inactive Investor,Bryan Ross,Financial Planner,"Pure Financial Advisors, LLC Irvine CA 2020 Main St",bryan.ross@purefinancial.com,,Salesforce
9548430,,Alex Siegel,,,alex.siegel@billmelindagates.com,,List import
9550560,,Gregory Kite,,,greg.kite@tfaconnect.com,,List import
11008368,Inactive Investor,Philip Blaising,,"Robinhood Financial, LLC",philip.blaising@robinhood.com,,Salesforce
10912748,Inactive Investor,Rebecka Kelley,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",rebecka.kelley@nm.com,,Salesforce
10802808,Inactive Investor,Bridgette Justis,Financial Advisor,Edward Jones Sublimity OR 131 E Main St,bridgette.walker@edwardjones.com,,Salesforce
10910964,Inactive Investor,Jeffrey Prince,Chief Financial Officer,MJ Retirement,jprince@procourseadv.com,,Salesforce
10953292,Inactive Investor,Casey O'Leary,,"Packerland Brokerage Services, Inc. Oconomowoc WI 784 Summit Ave",casey_o-leary@packerlandbrokerage.com,,Salesforce
10756218,Inactive Investor,Paul Mayabb,Financial Advisor,Edward Jones Sherwood AR 7530 Hwy 107,paul.mayabb@edwardjones.com,,Salesforce
11218294,,Gary Wedbush,,,gary.wedbush@wedbush.com,,List Import
11153274,Inactive Investor,Nicole Jernigan,Investment Associate,"RBC Capital Markets, LLC Fort Collins CO 3491 E Harmony Rd",nicole.jernigan@rbc.com,,Salesforce
9541547,,WAYNE DALEY,,,waynedaley@ymail.com,,List import
11045222,Inactive Investor,Gary Samuelson,Financial Advisor,Thrivent Investment Management Inc. Huntersville NC 13420 Reese Blvd W,gary.samuelson@thrivent.com,,Salesforce
10894291,Inactive Investor,Maria Plaza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",maria.plaza@ml.com,,Salesforce
373797,,Andrew Thinnes,,[Unknown],andrewthinnes@gmail.com,,source
10770923,Inactive Investor,Todd Perry,Managing Director - Investments;Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",toddm.perry@wellsfargoadvisors.com,,Salesforce
9599763,,Rohit Patel,,,rohit.patel@delancey.com,,List import
11114254,Inactive Investor,Bruce Fenton,,"Watchdog Capital, LLC Portsmouth NH 155 Fleet St",,,Salesforce
10772559,Inactive Investor,Mark Feiler,Branch Manager;Complex Manager,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,mark.feiler@morganstanley.com,,Salesforce
104145,,Ray Liang,,bafang,601137223@qq.com,8.61991E+12,
10656312,,Alberto Panzeca,,,alberto.panzeca@ceterafs.com,,List Import
9122,,marc KRYVENAC,,Milaxess,mkryvenac@gmail.com,(336) 766-6499,
11175248,Inactive Investor,Matthew Henderson,Director,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
10645823,,Dominick Aiello,,,dominick.f.aiello@chase.com,,List Import
370804,,x x,,United States,x@gmail.com,,Salesforce
10189267,,pizdiuc mincinos,,,roscaiurieppcd@gmail.com,,Web Form Fillout
9590611,,Melani Dewi,,,melanidewi39@gmail.com,,List import
10436907,,Scott Slusarek,,,sslusarek@yahoo.com,,Web Form Fillout
11135914,Inactive Investor,Howard Kleckley,Regional Leader,PFS Investments Inc. Euclid OH 25000 Euclid Ave,howard.kleckley@primerica.com,,Salesforce
10921850,Inactive Investor,Gregory Hanson,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Beaver Bay MN 1014 Main St,gregory.hanson@thrivent.com,,Salesforce
209274,,Cody Allen,,[Unknown],codyjallen@mac.com,,
206812,,Chris Duncan,,[Unknown],cduncan002@gmail.com,,Paid Social
10781254,Inactive Investor,Josephine Cottone,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,josephine.cottone@morganstanley.com,,Salesforce
5638383,,Alexander Nabokov,,LGS Legal Services,nabokov93@gmail.com, +79151251937,Web form fillout
10896653,Inactive Investor,Casey Hatcher,Financial Planner;Member,Secura Financial,casey@securawm.com,,Salesforce
11057327,Inactive Investor,Nicholas Meletio,,"UMB Financial Services, Inc. Saint Louis MO 2 S Broadway",,,Salesforce
10989598,Inactive Investor,John Fox,,"Mesirow Financial, Inc. Chicago IL 70 W Madison St",,,Salesforce
10658540,,Hari Mohip,,,hmohip@primerica.com,,List Import
9566052,,John Mezzullo,,,john.mezzullo@cambridgesecure.com,,List import
10928392,Inactive Investor,Ricardo Rivera,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,,,Salesforce
10771901,Inactive Investor,John Moore,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Saratoga Springs NY 340 Broadway,cody.moore@morganstanley.com,,Salesforce
11049965,Inactive Investor,Daniel Flynn,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,dan.flynn.npbb@statefarm.com,,Salesforce
11001977,Inactive Investor,Daniel Hatton,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",daniel.hatton@prudential.com,,Salesforce
10750587,Inactive Investor,Inigo Malvido,,KI Capital Wealth Management US LLC San Angel Calle Cracovia 72,,,Salesforce
11147557,Inactive Investor,Fuxian Zhang,Managing Director;Private Wealth Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
11003254,Inactive Investor,Trenton Macke,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11150066,Inactive Investor,Randy Busch,Financial Advisor,Edward Jones Bothell WA 1427 228th St SE,randy.busch@edwardjones.com,,Salesforce
10827508,Inactive Investor,Lillie Hall,,"Allen, Mooney & Barnes Brokerage Services, LLC",dianne.hall@ambwealth.com,,Salesforce
10854361,Inactive Investor,Brian Johnson,Chief Executive Officer;Financial Advisor;Managing Member;Partner;Regulatory Contact,Vinoble Group,brianj@vinoblegroup.com,,Salesforce
10620088,,Taylor McWilliams,,,tmcwilliams@oldsecond.com,,List Import
10814907,Inactive Investor,Michael Hassell,Resident Director;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,mhassell@janney.com,,Salesforce
11170926,Inactive Investor,Yuki Umeya,,J.P. Morgan Securities LLC,yuki.umeya@jpmorgan.com,,Salesforce
11200293,Inactive Investor,Edward Barno,Member;Partner,Rialto Wealth Management,,,Salesforce
11111642,Inactive Investor,Diane Adams-Rehrig,,"Farmers Financial Solutions, LLC Huntington Beach CA 2134 Main St",dadams1@farmersagent.com,,Salesforce
11104364,Inactive Investor,Miles Pure,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",miles.pure@raymondjames.com,,Salesforce
11125693,Inactive Investor,David Galassini,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9601108,,Joshua Mungavin,,,joshuamungavin@evenskykatz.com,,List import
4867661,,Brad Halley,,,bhalley@usavinyl.com,6145358095,Web form fillout
6085633,,yut dara,,,yoteb22371@chnlog.com,8007687987,Web Form Fillout
11021902,Inactive Investor,Alison Dwyer,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,adwyer@rwbaird.com,,Salesforce
9581749,,Richard Pzena,"Chairman, Co-Chief Investment Officer, Portfolio Manager, Principal",Pzena Investment Management LLC,pzena@pzena.com,212-355-1600,List import
10779983,Inactive Investor,Arnold German,Financial Advisor;Vice President,Morgan Stanley Warren NJ 15 Independence Blvd,arnold.german@morganstanley.com,,Salesforce
11081101,Inactive Investor,Alissa Papaleo,,"Raymond James & Associates, Inc. Woodbury NY 135 Crossways Park Dr",alissa.papaleo@raymondjames.com,,Salesforce
10833605,Inactive Investor,Adam Pace,Financial Advisor,"Wells Fargo Clearing Services, LLC Clearwater FL 5250 E Bay Dr",adam.pace1@wellsfargo.com,,Salesforce
9568220,,Vijay Bhusri,,,vijay.bhusri@gmail.com,,List import
10973304,Inactive Investor,Lara Mote,,Vanguard Marketing Corporation,lara_mote@vanguard.com,,Salesforce
10843736,Inactive Investor,Samuel Tenney,Chief Compliance Officer;Financial Planner;Managing Member,Fidelis Wealth Advisors,sam@fidelis-wealth.com,,Salesforce
10912632,Inactive Investor,Robert McCullough,,"Kestra Investment Services, LLC Perry GA 402 General Courtney Hodges Blvd",,,Salesforce
332689,,John White,,TBD,jwhite@bocafg.com,8478675911,
10999909,Inactive Investor,Jose Garcia,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,,,Salesforce
10955454,Inactive Investor,Lindsay Manietta,Financial Advisor;Retirement Plan Specialist,"The Gleason Group, Inc.",lindsay@gleason-group.net,,Salesforce
11066854,Inactive Investor,Racco Dilauro,,"Raymond James Financial Services, Inc. Akron OH 3680 Embassy Pkwy",racco.dilauro@raymondjames.com,,Salesforce
11041423,Inactive Investor,Tyler Askey,,Fidelity Brokerage Services LLC,,,Salesforce
11109150,Inactive Investor,Alexander Forde,,Vanguard Marketing Corporation,alexander_forde@vanguard.com,,Salesforce
10799258,Inactive Investor,John Moss,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,john.moss@ubs.com,,Salesforce
10752633,Inactive Investor,Gregory West,Financial Advisor,Edward Jones Lakeland FL 2270 Griffin Rd,greg.west@edwardjones.com,,Salesforce
226916,, -,,[[Unknown]],haden@cpa.com,,
11154112,Inactive Investor,Maria Nunes Figueira,,Citigroup Global Markets Inc. Hollywood FL 12240 Pines Blvd,,,Salesforce
11185166,Inactive Investor,Joseph Lucchino,,NYLIFE Securities LLC Natrona Heights PA 2318 Freeport Rd,jnlucchino@ft.newyorklife.com,,Salesforce
10786349,Inactive Investor,David Winfrey,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.winfrey@fidelity.com,,Salesforce
10980792,Inactive Investor,Kyle Schulz,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",kyle.schulz@nm.com,,Salesforce
11016597,Inactive Investor,Alexandra Fraser,,Jefferies LLC Chicago IL 155 N Wacker Dr,afraser@jefferies.com,,Salesforce
11198103,Inactive Investor,Bruce Wagner,,"Parkland Securities, LLC Minneapolis MN 7362 University Ave NE",,,Salesforce
11032108,Inactive Investor,Beau Bennett,Financial Advisor,Edward Jones Harrison AR 1310 Hwy 62,beau.bennett@edwardjones.com,,Salesforce
9632908,,Rachel Presson,,,rpresson@thomabravo.com,,List import
10840380,Inactive Investor,Michael Toomey,Financial Advisor,LPL Financial LLC Palos Verdes Estates CA Private Residence,m.toomey@lpl.com,,Salesforce
11000672,Inactive Investor,Chamila Madahapola,,PFS Investments Inc. Corona CA 255 E Rincon St,chamila.madahapola@primerica.com,,Salesforce
11135245,Inactive Investor,Jeffrey Cutler,,Country Capital Management Company Freeport IL 632 W South St,jeff.cutler@countryfinancial.com,,Salesforce
10939917,Inactive Investor,Howard Rubin,,Cetera Advisors LLC Rancho Mirage CA Private Residence,,,Salesforce
11012174,Inactive Investor,Ethan Crump,,"Osaic Wealth, Inc. Calhoun GA 200 Professional Ct SE",,,Salesforce
9566084,,Robert Hamilton,,,robert.hamilton@nfp.com,,List import
9638406,,Andrew Schwert,,,aschwert@bu.edu,,List import
59402,,Antonia Clearwaters,Co-Founder,Clarity Investments + Planning Llc,aclearwaters@clarityinv.com,212-730-7029,Manual List Upload
10977246,Inactive Investor,Patrick Boyle,,"Allstate Financial Services, LLC Colmar PA 271 Bethlehem Pike",patrickboyle@allstate.com,,Salesforce
10788243,Inactive Investor,Christopher Keel,First Vice President;Private Client Banker,J.P. Morgan Securities LLC Centereach NY 2102 Middle Country Rd,christopher.keel@jpmorgan.com,,Salesforce
10783698,Inactive Investor,Casey Gray,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",cgray@tiaa-cref.org,,Salesforce
10791144,Inactive Investor,Alexandra Von Obelitz,,Goldman Sachs & Co.,alexandra.vonobelitz@gs.com,,Salesforce
10968347,Inactive Investor,Luqing Jiang,,J.P. Morgan Securities LLC Flushing NY 5727 Main St,luqing.jiang@chase.com,,Salesforce
10858438,Inactive Investor,Alexander Ross,Managing Principal;Principal,"Main Street Investment Advisors, LLC",aross@msinvadv.com,,Salesforce
11168361,Inactive Investor,Andrew Moger,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10796457,Inactive Investor,Trevor Wilde,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,trevor.wilde@ceteraadvisors.com,,Salesforce
9613520,,darrell alford,,,dalford@rbgnrp.com,,List import
10815396,Inactive Investor,Richard Beaulieu,,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
10816453,Inactive Investor,John Hurlow,Chief Executive Officer;Regulatory Contact;Senior Financial Advisor,"Hurlow Wealth Management Group, Inc.",jhurlow@hurlowwealth.com,,Salesforce
9590352,,Carter Karras,,,ckarras@newcapitalpartners.com,,List import
10596146,,Michael Capella,,AllianceBernstein,michael.capella@alliancebernstein.com,,Web Form Fillout
47962,,William Sowell,"Managing Member, CEO",Sowell Management,bill@sowellmanagement.com,501-219-2434,Manual List Upload
11100635,Inactive Investor,Carolyn Campbell,Financial Advisor,LPL Financial LLC Sun Valley CA 9116 Sunland Blvd,jill.campbell@lpl.com,,Salesforce
373974,,Dave Christensen,,[Unknown],david.christensen74@yahoo.com,,source
10948084,Inactive Investor,Christopher Rockwell,Chief Compliance Officer;Financial Advisor;Managing Member;President,RSI Advisors Dover NH Private Residence,,,Salesforce
11141304,Inactive Investor,John Au,Vice President,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
10647276,,Gregory Huston,,,greg.huston@opco.com,,List Import
11116563,Inactive Investor,Jonathan Ford,,Goldman Sachs & Co.,,,Salesforce
10658573,,Benjamin Marshall,,,marshallbe@stifel.com,,List Import
11068898,Inactive Investor,Erin Rey,,"Truist Investment Services, Inc. Brooksville FL 1 E Jefferson St",erin.rey@truist.com,,Salesforce
10753619,Inactive Investor,Megan Murphy,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",megan_murphy@ml.com,,Salesforce
10843609,Inactive Investor,Mark Southwell,Senior Vice President - Investments,"Raymond James & Associates, Inc. McAllen TX 1400 N McColl Rd",mark.southwell@raymondjames.com,,Salesforce
10922207,Inactive Investor,William Barber,,Advisory Services Network Ridgeland MS 405 Fontaine Pl,,,Salesforce
11196159,Inactive Investor,Brian Begley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",brian_begley@ml.com,,Salesforce
10982581,Inactive Investor,Giovanni Filippone,,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",giovanni.filippone@nm.com,,Salesforce
9640806,,arturo bertona,,,azulbertona@yahoo.com.ar,,List import
10873274,Inactive Investor,Gary Korolev,Chief Compliance Officer;Founder;Managing Member;Principal;Wealth Manager,Sovereign,gary@sovereign.global,7037132954x3,Salesforce
243711,,Joseph Landesman,Account Executive,DealMaker,joseph.landesman@dealmaker.tech,,Manual List Upload
9541021,,Sayyid Bacchus,,,sayyidbacchus01@gmail.com,,List import
10799332,Inactive Investor,Renee Toth,Executive Vice President,Flexible Plan Investments Ltd,rtoth@flexibleplan.com,,Salesforce
10766243,Inactive Investor,Jennifer Shifrin,Wealth Management Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,jennifer.frazin@morganstanley.com,,Salesforce
43462,,Samuel Paget,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",sam.paget@transamerica.com,801-568-0614,
9587998,,Wes Gallup,,,wes@austinwealthmgmt.com,,List import
233567,, -,,[[Unknown]],uiop1114@naver.com,,Organic Search
9609419,,Jimmie Jossey Jossey,,,pjoker225@gmail.com,,List import
11064848,Inactive Investor,Eric Smith,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;First Vice President;Qualified Plan Financial Consul,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,eric.w.smith@morganstanley.com,,Salesforce
10924088,Inactive Investor,Karla Menendez,,Jefferies LLC Miami FL 1450 Brickell Ave,kmenendez@jefferies.com,,Salesforce
10942672,Inactive Investor,Bryan Clark,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,bryan_clark@vanguard.com,,Salesforce
11228526,Inactive Investor,David Kellough,,J.P. Morgan Securities LLC Saint Louis MO 1 Brentwood Promenade Ct,david.kellough@jpmorgan.com,,Salesforce
11045204,Inactive Investor,Peter Greb,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",peter.j.greb@ml.com,,Salesforce
10890016,Inactive Investor,Artemio Herrera,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oak Brook IL 500 W 22nd St",art.herrera@schwab.com,,Salesforce
11106391,Inactive Investor,William Vogl,Consultant,"Wells Fargo Clearing Services, LLC Cedar Rapids IA 4051 42nd St NE",william.h.vogl@wellsfargo.com,,Salesforce
11228878,Inactive Investor,Owen Tunstill,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
11082267,Inactive Investor,Luis Canales,,PFS Investments Inc. Harlingen TX 315 E Jackson St,luis.canales@primerica.com,,Salesforce
11141193,Inactive Investor,Alexander Colby,Chief Executive Officer;Managing Director;President;Trustee,"Ipswich Investment Management Company, Inc",acolby@ipswichinvestment.com,,Salesforce
11173228,Inactive Investor,Robert Huber,Vice President - Equity Compensation Sales and Relationship Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",robert_huber@ml.com,,Salesforce
11029776,Inactive Investor,Matthew Burger,,"Raymond James & Associates, Inc.",matthew.burger@raymondjames.com,,Salesforce
10768966,Inactive Investor,Charles Ewald,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",hill.ewald@bofa.com,,Salesforce
10800562,Inactive Investor,Robert Sullivan,Chief Compliance Officer;Managing Member;Regulatory Contact,"Investment Insight Wealth Management, LLC",bob@myinvestmentinsight.com,,Salesforce
10801726,Inactive Investor,Brian Andzik,Financial Advisor;Financial Planning Specialist;First Vice President - Wealth Management;Workplace Advisor,Morgan Stanley Dayton OH 4380 Buckeye Ln,brian.m.andzik@morganstanley.com,,Salesforce
10770993,Inactive Investor,Brett Larson,Portfolio Manager,Romano Brothers and Company,blarson@romanowealth.com,,Salesforce
10827019,Inactive Investor,Joye Nalls,,The O.N. Equity Sales Company Victoria TX 1501 E Mockingbird Ln,,,Salesforce
10917216,Inactive Investor,Edward McBride,,"Osaic FA, Inc. Seabrook NH 19 Batchelder Rd",edward.mcbride@lfg.com,,Salesforce
11142207,Inactive Investor,Daniel Hanson,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,daniel.hanson@nb.com,,Salesforce
10784532,Inactive Investor,Raymond McCarty,,"Wells Fargo Clearing Services, LLC Lancaster PA 574 Centerville Rd",raymond.mccarty@wellsfargoadvisors.com,,Salesforce
10807938,Inactive Investor,David Patterson,Financial Advisor,Edward Jones Mount Pleasant TX 1606 Shadywood Ln,david.patterson@edwardjones.com,,Salesforce
10845730,Inactive Investor,Kevin Snow,,LPL Financial LLC Wausau WI 227521 Harrier Ave,kevin.snow@lpl.com,,Salesforce
10955813,Inactive Investor,Mark Pace,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11021229,Inactive Investor,Brandon Simmons,,"Allstate Financial Services, LLC",brandonsimmons@allstate.com,,Salesforce
11194701,Inactive Investor,Brendan Obryhim,Financial Advisor,Edward Jones Wichita KS 10311 E Stonegate Ln,brendan.obryhim@edwardjones.com,,Salesforce
11005160,Inactive Investor,Nicholas Bowen,,J.P. Morgan Securities LLC Woburn MA 300 Mishawum Rd,nicholas.bowen@chase.com,,Salesforce
11171915,Inactive Investor,Tracy Balboa,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",tracy.h.balboa@ml.com,,Salesforce
11126907,Inactive Investor,Ryan Mahoney,,"Allstate Financial Services, LLC Barrington NH 970 Calef Hwy",rmahoney@allstate.com,,Salesforce
11107759,Inactive Investor,John Davis,Chief Investment Officer;President,Mentor Capital Management Inc.,john@mentoradvisers.com,,Salesforce
11217477,,Jerry Tanner,,,david.tanner@raymondjames.com,,Other
9634657,,Debbie Hinson,,,dhinson@insurors.com,,List import
11152719,Inactive Investor,Anh Nguyen,Assistant Vice President,Morgan Stanley,,,Salesforce
11162625,Inactive Investor,Jake Glading,Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10612322,,Dennis Vavassis,Financial Advisor,,dennis.vavassis@prudential.com,,List Import
11196426,Inactive Investor,Jane Lawler,Chief Operating Officer;Regulatory Contact,"Shepherd Financial Partners, LLC",jane.lawler@shepherdfinancialpartners.com,,Salesforce
11123709,Inactive Investor,Ron Patrick,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",ron_patrick@ml.com,,Salesforce
9629106,,Johnny Ng,,,jn4108@gmail.com,,List import
10618201,,Jonathan Spoolstra,,,jonathan.spoolstra@thrivent.com,,List Import
10921009,Inactive Investor,Brian Deroy,,LPL Financial LLC Mont Vernon NH Private Residence,brian.deroy@lpl.com,,Salesforce
11000660,Inactive Investor,Thomas Bryan,,"Farmers Financial Solutions, LLC Billings MT 1132 Central Ave",tbryan@farmersagent.com,,Salesforce
10975102,Inactive Investor,Theresa Vaughan,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",,,Salesforce
9561512,,schurpfsteven@gmail.com Schurpf,,,schurpfsteven@gmail.com,,List import
9588184,,Tony C,,,tonyy101@hotmail.com,,List import
10904842,Inactive Investor,Lorraine Adams,,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",lorraine.adams@raymondjames.com,,Salesforce
210226,,Gaby Burgers,,[Unknown],gaenor.gabi@gmail.com,,
10890244,Inactive Investor,Madison Wolters,Client Associate,"Wells Fargo Clearing Services, LLC Miamisburg OH 10100 Innovation Dr",,,Salesforce
11201517,Inactive Investor,Esperanza Gomez,,PFS Investments Inc. Carson CA 208 E Carson St,esperanza.gomez@primerica.com,,Salesforce
10938268,Inactive Investor,Raymond Nelson,Financial Advisor,"MML Investors Services, LLC Atlanta GA 7 Piedmont Ctr NE",renelson@financialguide.com,,Salesforce
10883966,Inactive Investor,Brady Aymond,,Fidelity Brokerage Services LLC Phoenix AZ 1137 E Redfield Rd,brady.aymond@fidelity.com,,Salesforce
9549428,,Fatin Said,,,fsaid@financialguide.com,,List import
11046711,Inactive Investor,Craig Cisney,Financial Advisor;Vice President,Morgan Stanley Pueblo CO 115 E Riverwalk,craig.eliot@morganstanley.com,,Salesforce
10877727,Inactive Investor,Mark Steffen,Investment Advisor,"OneAmerica Securities, Inc.",mark.steffen@oneamerica.com,,Salesforce
10989069,Inactive Investor,Jeremy Post,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",,,Salesforce
11181668,Inactive Investor,Andrew Ness,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,andrew.ness@fmr.com,,Salesforce
11073434,Inactive Investor,Odalys Chapman,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,odalys.m.chapman@morganstanley.com,,Salesforce
10880387,Inactive Investor,William Sharp,Chief Compliance Officer;Managing Director - Finance,"True North Advisors, LLC",wsharp@truenorthadvisors.com,,Salesforce
9643161,,Neil Gelfand,,,neilgelf@yahoo.com,,List import
10911109,Inactive Investor,Casey Mitchell,,"Fifth Third Securities, Inc. Dallas TX 5400 Lyndon B Johnson Fwy",casey.mitchell@53.com,,Salesforce
10933919,Inactive Investor,Karl Herman,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,karlherman@statefarm.com,,Salesforce
10958663,Inactive Investor,Erin Buchanan,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,erin.buchanan@fmr.com,,Salesforce
11047964,Inactive Investor,Julia Shiles,,"Mutual Securities, Inc. Roseville CA 3721 Douglas Blvd",julia.shiles@mutualsecurities.com,,Salesforce
11210472,Inactive Investor,Alec Leasure,Financial Advisor,"Ameriprise Financial Services, LLC Shorewood IL 862 Center Ct",alec.leasure@ampf.com,,Salesforce
9578411,,Barbara Hunter,,,barbarahunter@financialguide.com,,List import
10759820,Inactive Investor,Peter Stringfellow,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,peter.stringfellow@fidelity.com,,Salesforce
10875480,Inactive Investor,Mark Huber,,"Concorde Investment Services, LLC Racine WI 6226 Bankers Rd",mhuber@concordeis.com,,Salesforce
10392243,,Jake Hall,,,jake.hall@digniora.com,,Web Form Fillout
10876224,Inactive Investor,Patrick Laterza,,Morgan Stanley New York NY 55 E 52nd St,patrick.laterza@morganstanley.com,,Salesforce
232438,, -,,[Unknown],cmarie84n@gmail.com,,
11083988,Inactive Investor,Christopher Randall,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Axis Capital Management, LLC",,,Salesforce
10900105,Inactive Investor,Kathleen Thornhill,Chief Compliance Officer,Confluence Financial Partners Pittsburgh PA 1 PPG Pl,katie.thornhill@confluencefp.com,,Salesforce
9638742,,Audrey Harvey,,,aharvey@bcbsm.com,,List import
11130146,Inactive Investor,Faran Raheel,,"Cadaret, Grant & Co., Inc. New York NY 420 Madison Ave",,,Salesforce
11045119,Inactive Investor,Craig Ames,,"First Command Brokerage Services, Inc. Marietta GA 1640 Powers Ferry Rd SE",crames@firstcommand.com,,Salesforce
9560422,,Michael Perez,,,michael.perez@fidelity.com,,List import
10828592,Inactive Investor,Christopher Iser,Assistant Vice President;Business Service Officer,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
9596570,,hamid sharifi,,,hamidsharifi@166gmail.com,,List import
11008711,Inactive Investor,Yolanda Lin,,PFS Investments Inc. Union NJ 1767 Morris Ave,ylin@primerica.com,,Salesforce
9603099,,Mei Lo Tsai-Yuan,,,tiffany38yuan@gmail.com,,List import
11127112,Inactive Investor,Paula Tavares,,Cetera Advisor Networks LLC North Dartmouth MA 500 Faunce Corner Rd,,,Salesforce
10863451,Inactive Investor,Richard Huber,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",richard.huber@schwab.com,,Salesforce
11147424,Inactive Investor,Geary Wertman,,Money Concepts Capital Corp Angola IN 207 Hoosier Dr,gwertman@moneyconcepts.com,,Salesforce
11213049,Inactive Investor,Thomas Erwin,,"Empower Financial Services, Inc Northwood OH Private Residence",thomas.erwin@empower.com,,Salesforce
9582326,,Marsha Mathis,,,mathis.marsha@principal.com,,List import
11031029,Inactive Investor,Catherine Wu,,"Transamerica Financial Advisors, Inc Las Vegas NV 9205 W Russell Rd",chiaju.wu@tfaconnect.com,,Salesforce
9541654,,Frederic WEISZEGGER,,,fredericweiszegger@gmail.com,,List import
340868,,Nicola Dowdall,Indexed Fund Manager,Irish Life Investment Managers Limited,nicola.dowdall@ilim.com,003-531-7041200,Manual List Upload
9588264,,Ivan Martinez,,,imartinez@aegisfunds.com,,List import
790,,,,,crystal.rogers300@comcast.net,,
9621573,,Long Tran,,,tranthanhlong193@gmail.com,,List import
11107627,Inactive Investor,Cornell McIntosh,,PFS Investments Inc. South Holland IL 900 E 162nd St,cornell.mcintosh@primerica.com,,Salesforce
9603584,,LaWanda Edwards,,,lawandaedwards@hotmail.com,,List import
338476,,Nigel Dutson,Executive Member And Board Member,Origin Asset Management Llp,nigel.dutson@originam.com, -8128663,Manual List Upload
10656738,,Brett Pawelkiewicz,,,brett.pawelkiewicz@lpl.com,,List Import
147616,,Matthias de Haan,,[Unknown],mdehaan@tazata.com,,Event
10905463,Inactive Investor,Sean Callahan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10970235,Inactive Investor,Peisan Lin,,J.P. Morgan Securities LLC Quincy MA 315 Hancock St,peisan.lin@jpmorgan.com,,Salesforce
9559555,,Brett Fortune,,,bfortune@financialguide.com,,List import
10884575,Inactive Investor,Darrell Woodcock,,LPL Financial LLC Gallatin TN 1529 Hunt Club Blvd,darrell.woodcock@lpl.com,,Salesforce
10884169,Inactive Investor,Stephen Polizzi,,Neuberger Berman BD LLC,stephen.polizzi@nb.com,,Salesforce
10873507,Inactive Investor,Alexander Palumbo,Managing Member,Ritholtz Wealth Management,alex@ritholtzwealth.com,,Salesforce
11160629,Inactive Investor,Gregory Lessard,Chief Compliance Officer;Financial Planner;Founder;Lead Portfolio Manager;Managing Member,"Aspen Leaf Wealth Management, PBC",,,Salesforce
11129896,Inactive Investor,Darren Ford,Private Wealth Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",darren.r.ford@ampf.com,,Salesforce
368059,,Maggie Adler,Manager,,maggie.adler@ey.com,,Webinar
10942487,Inactive Investor,Kiera Perez,,"Ameriprise Financial Services, LLC Massapequa NY 4510 Merrick Rd",kiera.perez@ampf.com,,Salesforce
11204901,Inactive Investor,Greg Goodrich,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",gregory.s.goodrich@bofa.com,,Salesforce
322336,,Catherine Davis,,Thrivent Investment Management Inc.,catherine.davis@thrivent.com,610-282-2820,
217868,,Edward Riley,,[Unknown],eddieriley748@gmail.com,,Direct
194658,,Aaron Spivey,,[Unknown],aspivey78@gmail.com,,source
10815530,Inactive Investor,Robert McCuiston,Financial Advisor;Franchise Consultant,"Ameriprise Financial Services, LLC Boone NC 805 State Farm Rd",robert.a.mccuiston@ampf.com,,Salesforce
10833823,Inactive Investor,Charlie Pool,,LPL Financial LLC Dayton OH 6520 Centerville Business Pkwy,charlie.pool@lpl.com,,Salesforce
10954196,Inactive Investor,Jordan Bolton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11066067,Inactive Investor,Mark Glotfelty,,"RBC Capital Markets, LLC",mark.glotfelty@rbccm.com,,Salesforce
11119570,Inactive Investor,Grant Jennings,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,grant.jennings@fidelity.com,,Salesforce
10848486,Inactive Investor,Bruce Bruinsma,Group Chief Executive Officer,Envoy Advisory Inc.,bbruinsma@envoyfinancial.com,,Salesforce
10770569,Inactive Investor,Jason Short,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",jason.j.short@ampf.com,,Salesforce
11127296,Inactive Investor,Carole Rominger,,"Osaic Wealth, Inc. Durango CO 679 E 2nd Ave",,,Salesforce
10826280,Inactive Investor,Mark Hopper,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",mark.hopper@ml.com,,Salesforce
11235533,Inactive Investor,Brian Price,Investment Analyst,Octavia Wealth Advisors LLC,bprice@octaviawa.com,,Salesforce
202641,,kaizen proje,,[Unknown],kaizenproje@hotmail.com,,
11180519,Inactive Investor,Dianne Nolin,,"Osaic Wealth, Inc. Vienna VA 8045 Leesburg Pike",,,Salesforce
11020131,Inactive Investor,Haseeb Ulhaq,,J.P. Morgan Securities LLC Cape Coral FL 1119 Cape Coral Pkwy E,haseeb.ulhaq@chase.com,,Salesforce
10647947,,Ryan Hartwell,,,rhartwell@hartwellcompany.com,,List Import
11193879,Inactive Investor,Charmaine Bagulbagul,,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",charmaine.carino@wellsfargo.com,,Salesforce
11163247,Inactive Investor,George Buck,Financial Advisor,LPL Financial LLC Stamford CT 263 Tresser Blvd,george.buck@lpl.com,,Salesforce
9587221,,Leonard Templeton,,,len@tfsformunis.com,,List import
11040785,Inactive Investor,Melody Suain,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,msuain@primerica.com,,Salesforce
11033283,Inactive Investor,Robert Ashegh,Financial Advisor,LPL Financial LLC Cranston RI 63 Sockanosset Cross Rd,robert.ashegh@lpl.com,,Salesforce
11051839,Inactive Investor,Linda Garrett,,LPL Financial LLC Kerrville TX 228 Washington St,lindap.garrett@lpl.com,,Salesforce
10963816,Inactive Investor,Jake Kaplan,,William Blair New York NY 1166 Avenue of the Americas,jkaplan@williamblair.com,,Salesforce
10616966,,Adam Cabrera,,,adam.cabrera@jpmorgan.com,,List Import
10790305,Inactive Investor,William Suvoy,Financial Planner,"Pruco Securities, LLC. Anaheim CA 155 N Riverview Dr",william.suvoy@prudential.com,,Salesforce
11065649,Inactive Investor,Renee Hawkes,Director,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,renee.hawkes@ubs.com,,Salesforce
9617301,,Eric Dayaratne,,,eric.d@entreza.com.au,,List import
10961251,Inactive Investor,Jake Sturtevant,,Fidelity Brokerage Services LLC,,,Salesforce
10903655,Inactive Investor,Virginia Friend,Shareholder,"McGehee Wealth Advisory Group, Inc.",,,Salesforce
10957231,Inactive Investor,Grant Booterbaugh,,"Principal Securities, Inc.",booterbaugh.grant@principal.com,,Salesforce
11054903,,Blair Logan,,,moko1@me.com,,Web Form Fillout
9558207,,Laurie Thompson,,,laurie.thompson@selectportfolio.com,,List import
9603339,,Geoff Beard,,,geoff.e.beard@gmail.com,,List import
9633979,,Carlos Bento,,,carlosbento@icloud.com,,List import
11157096,Inactive Investor,Kevin Carron,,"U.S. Bancorp Investments, Inc. Laguna Niguel CA 30000 Town Center Dr",,,Salesforce
10866046,Inactive Investor,Jacob Vernon,Financial Advisor,Edward Jones Nederland TX 1133 Boston Ave,jacob.vernon@edwardjones.com,,Salesforce
11130072,Inactive Investor,Ramsey Luhr,Founding Partner;President;Shareholder,"Maple Capital Management, Inc.",,,Salesforce
10782645,Inactive Investor,Douglas Riedl,,Cetera Investment Services LLC Lena IL 102 W Main St,douglas.riedl@ceterais.com,,Salesforce
7060998,,Kathryn Wilson,,,tojeba3613@proexbol.com,,Web Form Fillout
148240,,asfsd lkdjf,,[Unknown],lskdfj@lkj.co,,
10536233,Active Investor,Eddie Tsai,,Edward Tsai,eddieytsai@gmail.com,9172790129,Salesforce
347447,,Tim Bean,CFP,Liberty Capital,tbean@libertycapinv.com,503-225-9393,Manual List Upload
10767754,Inactive Investor,Sheryl Cox,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Plymouth MA 18 Main Street Ext",sheryl.cox@stifel.com,,Salesforce
9577357,,Anthony Liang,,,liangtfm@gmail.com,,List import
372710,,naveen ATTARI,,India,naveensahil786@gmail.com,,source
10756892,Inactive Investor,Alexandra Merison,Registered Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9577853,,Aaron Ford,,,fordaw@aol.com,,List import
11126856,Inactive Investor,Elizabeth Knighton,Senior Client Associate,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",liz.knighton@rbc.com,,Salesforce
9575982,,Greg Burke,,,gburke@proficiocap.com,,List import
11050525,Inactive Investor,Chelsea Dow,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
221130,,Rafael Rodriguez,,[Unknown],zabdivaletparkinginc@gmail.com,,
11074974,Inactive Investor,Deane Wittmann,,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",deane.d.wittmann@wellsfargoadvisors.com,,Salesforce
11174375,Inactive Investor,Keith Barberis,,"Steward Partners Investment Solutions, LLC Bethesda MD 7550 Wisconsin Ave",keith.barberis@stewardpartners.com,,Salesforce
10974482,Inactive Investor,Max Staples,,"Allstate Financial Services, LLC Roswell GA 1095 Old Roswell Rd",maxstaples@allstate.com,,Salesforce
10950962,Inactive Investor,Tina Hess,Financial Advisor,LPL Financial LLC Draper UT 12660 S Fort St,tina.hess@lpl.com,,Salesforce
10602660,Inactive Investor,Bradley Small,CEO/IAR,Bradley Small,bradsmall@solomonprivatewealth.com,7819962899,Salesforce
10748939,Inactive Investor,David Crocker,,David Crocker,davemcrocker@gmail.com,6158794550,Web Form Fillout
10616217,,Eric Dahl,,,edahl@rwbaird.com,,List Import
10644545,,Elizabeth Piloni,,,ely.piloni@chase.com,,List Import
351980,,Heidi Goldstein,Partner,"Altus Capital Partners, Inc.",hgoldstein@altuscapitalpartners.com,203-429-2000,Manual List Upload
10914369,Inactive Investor,Ray Steward,,"Cambridge Investment Research, Inc. Fort Worth TX 6420 Southwest Blvd",,,Salesforce
11019782,Inactive Investor,Heather Saville,,"U.S. Bancorp Investments, Inc. Willmar MN 318 2nd St SW",,,Salesforce
10805131,Inactive Investor,Gaston Abello,Financial Advisor;International Client Advisor;Senior Vice President - Wealth Management,Morgan Stanley Miami FL 20807 Biscayne Blvd,gaston.abello@morganstanley.com,,Salesforce
10990709,Inactive Investor,David Eurton,Financial Advisor,"WestPark Capital, Inc. Irvine CA 2030 Main St",deurton@wpcapital.com,,Salesforce
11232703,Inactive Investor,Thomas Williams,,Thrivent Investment Management Inc.,thomas.williams@thrivent.com,,Salesforce
10922312,Inactive Investor,Landon Lawrence,,"Osaic Wealth, Inc. Provo UT 5314 N 250 W",,,Salesforce
10861044,Inactive Investor,Patrick Maxwell,Principal;Senior Investment Officer;Shareholder,"Leisure Capital Management, Inc.",pmaxwell@leisurecapital.com,,Salesforce
219662,,Dennis Buckley,,[Unknown],dbuckley3163@gmail.com,,Direct
10865889,Inactive Investor,Blake Koger,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11036554,Inactive Investor,Erik Henschell,Associate Financial Advisor,Focus Financial,ehenschell@focusfinancial.com,,Salesforce
11099521,Inactive Investor,Kendall Acheson,Lead Advisor;Partner,"Cable Hill Partners, LLC",kendall.acheson@cablehill.com,,Salesforce
9610063,,Mark Grivel,,,markgrivel@gmail.com,,List import
9593730,,Kurt Dorr,,,kurt.dorr@wviainc.com,,List import
10882071,Inactive Investor,Thaddeus Watkins,Financial Advisor,Edward Jones San Marcos TX 407 S Stagecoach Trl,thaddeus.watkins@edwardjones.com,,Salesforce
10616388,,Donald Atut,,,donald_e_atut@ml.com,,List Import
10958847,Inactive Investor,Taylor Campbell,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,,,Salesforce
10967605,Inactive Investor,Bibhor Regmi,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,bibhor.regmi@fidelity.com,,Salesforce
10613129,,Eric Schoeman,"Senior Financial Advisor, Senior Vice President",,eric.schoeman@ml.com,,List Import
9547432,,Daniel Goldberg,,,dgoldberg@royalaa.com,,List import
9778766,,Frank Graham,,,alnader407@gmail.com,,Web Form Fillout
9619823,,Shane McCann,,,shane_mii@hotmail.com,,List import
11238367,Inactive Investor,Joe Dunbar,,"Sageview Advisory Group, LLC",jdunbar@sageviewadvisory.com,,Salesforce
11173665,Inactive Investor,Arnel Rago,,J.P. Morgan Securities LLC Houston TX 600 Travis St,arnel.rago@jpmorgan.com,,Salesforce
9610120,,JH Nho,,,jhrich13@gmail.com,,List import
11175602,Inactive Investor,Robert Graff,,Morgan Stanley Norwell MA 141 Longwater Dr,,,Salesforce
10858486,Inactive Investor,Santa Gore,Financial Advisor,Edward Jones Dallas TX 14435 Webb Chapel Rd,lucy.gore@edwardjones.com,,Salesforce
238649,,jeff@scheckoutdoor.com Scheck,,[Unknown],jeff@scheckoutdoor.com,,source
10487667,,Bellann Hyten,Financial Advisor,LPL Financial LLC,bellann.m.hyten@lpl.com,,List Import
10814654,Inactive Investor,Susan Hanney,Senior Wealth Strategy Associate,UBS Financial Services Inc. Salt Lake City UT 95 S State St,susan.hanney@ubs.com,,Salesforce
11195281,Inactive Investor,Nathan Moody,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
11140289,Inactive Investor,Indigo Dutton,,Fidelity Brokerage Services LLC,,,Salesforce
11098409,Inactive Investor,Bryan Stapleton,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Lafayette IN 415 Columbia St,bryan.stapleton@morganstanley.com,,Salesforce
374775,,Phil Wilson,Director of Financial Planning,Edelman Financial Engines,pwilson@edelmanfinancialengines.com,,Salesforce
10972690,Inactive Investor,Emanuel Guillen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10813069,Inactive Investor,George Castellano,Division Client Relationship Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",george_castellano@ml.com,,Salesforce
10889286,Inactive Investor,Harriet Newsome,Investment Advisor Representative,"Osaic Wealth, Inc. New Orleans LA Private Residence",,,Salesforce
9579223,,Haris Hot,,,hhot@financialguide.com,,List import
10762373,Inactive Investor,William Wick,,"Wells Fargo Clearing Services, LLC Burlington VT 180 Battery St",,,Salesforce
9559457,,rick conno,,,2121@gmail.com,,List import
11065188,Inactive Investor,Christopher Florimonte,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",christopher.florimonte@tiaa.org,,Salesforce
10872358,Inactive Investor,Wendy Martin,,"Raymond James Financial Services, Inc.",wendy.martin@raymondjames.com,,Salesforce
11146774,Inactive Investor,Christopher Achong,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,christopher.achong@primerica.com,,Salesforce
10814829,Inactive Investor,Nhan Trinh,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
11184905,Inactive Investor,Susan Ungvary,,"Avantax Investment Services, Inc. Melbourne Beach FL Private Residence",,,Salesforce
11110982,Inactive Investor,Mary Kilberg,Chief Compliance Officer;Investment Advisor Representative;Office Manager;Wealth Advisor,"Masus Financial Group, Ltd.",,,Salesforce
10863488,Inactive Investor,Dennis Soto,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,dennis.soto@jpmorgan.com,,Salesforce
10818256,Inactive Investor,John Scheibe,Chief Operating Officer;Chief Technology Officer,Tolleson Private Wealth Management,jscheibe@tollesonwealth.com,,Salesforce
10909780,Inactive Investor,Jennifer Graff,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Colorado Springs CO 8580 Scarborough Dr",,,Salesforce
10924268,Inactive Investor,Linda Marschke,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",linda.marschke@tiaa.org,,Salesforce
9624124,,Bert Barre,,,bbarre@colonialtrust.com,,List import
10954320,Inactive Investor,Emmanuel Nwajiaku,,"Fortune Financial Services, Inc. Columbia SC 7340 Parklane Rd",eun19@fortunefinancialservices.com,,Salesforce
10904498,Inactive Investor,Mary Philpott,Senior Vice President,"Wells Fargo Clearing Services, LLC Greenville SC 15 S Main St",mary.philpott@wellsfargoadvisors.com,,Salesforce
11106040,Inactive Investor,Ben Brewster,Financial Advisor,Edward Jones Flagstaff AZ 524 N Humphreys St,ben.brewster@edwardjones.com,,Salesforce
343179,,Nathaniel Margolis,Director,Manulife Investment Management Private Markets (us,nmargolis@jhancock.com,617-572-0693,Manual List Upload
10935183,Inactive Investor,Gregory Carnahan,,State Farm VP Management Corp. Richardson TX 1415 State St,gregorycarnahan@statefarm.com,,Salesforce
10961334,Inactive Investor,Gregory Crofton,Chief Compliance Officer;Financial Advisor;President,"Adap Tax Financial, Inc.",gcrofton@adaptax.com,,Salesforce
5251468,,xi jao,,,angks1@protonmail.com,,Web Form Fillout
11185014,Inactive Investor,Danilo Liwanag,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",derick.liwanag@wellsfargoadvisors.com,,Salesforce
10958480,Inactive Investor,Alison Lange,,"Raymond James Financial Services, Inc. Augusta GA 2908 Professional Pkwy",alison.lange@raymondjames.com,,Salesforce
11078506,Inactive Investor,Timothy Lampley,Financial Consultant,Thrivent Investment Management Inc. Fairview TN 7101 Adams Dr,timothy.lampley@thrivent.com,,Salesforce
11111567,Inactive Investor,Aimee Tesoro,Vice President,LPL Financial LLC Seminole FL Private Residence,aimee.tesoro@lpl.com,,Salesforce
10775335,Inactive Investor,Mark Banner,,Cetera Advisors LLC Warrensburg MO 206 S Holden St,mark.banner@ceteraadvisors.com,,Salesforce
9546190,,Christopher Norton,,,c.norton@fi.com,,List import
10887250,Inactive Investor,Emanuel Lord,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10968808,Inactive Investor,Benjamin Lopez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11046243,Inactive Investor,Craig Gilmour,Financial Advisor,"Raymond James & Associates, Inc. Bluffton SC 28 Promenade St",craig.gilmour@raymondjames.com,,Salesforce
11208572,Inactive Investor,Matthew Lasker,Financial Advisor;Partner;Senior Financial Advisor;Shareholder,"Wingate Wealth Advisors, Inc.",matthew.lasker@wingatewealthadvisors.com,,Salesforce
1005407,Inactive Investor,Curtis Bradshaw,,Curtis Bradshaw,curtbradshaw@att.net,312 504 7909,Organic Search
10779622,Inactive Investor,James Gattis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Murfreesboro TN 120 E Main St",tim.gattis@ml.com,,Salesforce
10606402,,Elizabeth Cueto,"Branch Manager, Financial Advisor, Senior Vice President","Wells Fargo Clearing Services, LLC",elizabeth.cueto@wellsfargoadvisors.com,212-205-2911,List Import
10768496,Inactive Investor,Brian Kuhns,Financial Advisor,"Ameriprise Financial Services, LLC Kingston PA 480 Pierce St",brian.l.kuhns@ampf.com,,Salesforce
11213382,Inactive Investor,Stuart Wilson,,Cetera Investment Services LLC Athens AL 201 W Green St,stu.wilson@ceterais.com,,Salesforce
10868530,Inactive Investor,Kevin Barrow,Banker;Vice President,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
10898563,Inactive Investor,Nathan Laidig,Financial Advisor,UBS Financial Services Inc. Mishawaka IN 4330 Edison Lakes Pkwy,nathan.laidig@ubs.com,,Salesforce
9640893,,Rudolf Sigg,,,rudolf.sigg@zkb.ch,,List import
6891341,,kim hong,,,pibik47753@ekcsoft.com,,Web Form Fillout
11109701,Inactive Investor,Blake Smith,Financial Advisor,LPL Financial LLC Saint Louis MO 425 N New Ballas Rd,blake.smith@lpl.com,,Salesforce
199001,,Ronald Gulick,,[Unknown],tempcrip@att.net,,source
11002540,Inactive Investor,Juvelyn Boyles,,"Transamerica Financial Advisors, Inc Las Vegas NV 7390 W Sahara Ave",juvelyn.boyles@tfaconnect.com,,Salesforce
10834984,Inactive Investor,Joel Haraldson,Senior Financial Advisor,LPL Financial LLC Madison WI 1 W Main St,joel.haraldson@lpl.com,,Salesforce
9644940,,Koaru Yokoyama,,,y_kaoru777@hotmail.com,,List import
11195764,Inactive Investor,Stephanie Livingston Alper,Investment Advisor Representative,LPL Financial LLC Owings Mills MD 300 Redland Ct,stephanie.livingston@lpl.com,,Salesforce
9540962,,Julie Kim,,Passport Digital Network LP,julie@passportcapital.com,,Database Upload
11118114,Inactive Investor,Krzysztof Kuczwara,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10762543,Inactive Investor,Robert Dewitt,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",bob.dewitt@wellsfargoadvisors.com,,Salesforce
11184026,Inactive Investor,David Reiss,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",david.a.reiss@wellsfargoadvisors.com,,Salesforce
10763435,Inactive Investor,Tina Swanson,Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater MN 219 Main St N",tina_swanson@ml.com,,Salesforce
10810869,Inactive Investor,Anne Reeves,,State Farm VP Management Corp. Fredericksburg VA 411 Chatham Heights Rd,annereeves@statefarm.com,,Salesforce
11167286,Inactive Investor,Jennifer Chatman,,MMC Securities LLC Wilbraham MA Private Residence,jennifer.chatman@mmc.com,,Salesforce
10895365,Inactive Investor,Jinghang Yu,,Fidelity Brokerage Services LLC,,,Salesforce
10790629,Inactive Investor,Josephine Yap,Business Development Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,josephine.yap@morganstanley.com,,Salesforce
9570429,,Ash Han,,,ashhan8904@gmail.com,,List import
11136665,Inactive Investor,Terrence Mabe,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",terrence.mabe@nm.com,,Salesforce
10986057,Inactive Investor,Savannah Green,,Cary Street Partners Fredericksburg VA 1000 Winchester St,savannah.green@carystreetpartners.com,,Salesforce
10932817,Inactive Investor,Sherry Crouse,,LPL Financial LLC Hanover PA 1275 Baltimore St,sherry.crouse@lpl.com,,Salesforce
11077338,Inactive Investor,Amy Mancuso,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11164271,Inactive Investor,Scott Murphy,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11056584,Inactive Investor,Lincoln Richardson,,PFS Investments Inc. Waterbury CT 207 Bank St,34ktt@primerica.com,,Salesforce
235715,, -,,[[Unknown]],xrp828@gmail.com,,
11238141,Inactive Investor,Joel Sues,,The Burney Company,jsues@burney.com,,Salesforce
9615034,,Fred Smith,,,homhrim57@gmail.com,,List import
10807660,Inactive Investor,Michael Steinhardt,,"Kestra Investment Services, LLC Pikesville MD 1777 Reisterstown Rd",,,Salesforce
10826436,Inactive Investor,Ronald Wagner,Co-Founder;Owner;President,Wagner Loftin Investment Services LLC,rwagner@wlisinvest.com,,Salesforce
10803874,Inactive Investor,Joshua Dowden,,LPL Financial LLC Las Vegas NV 10655 Park Run Dr,joshua.dowden@lpl.com,,Salesforce
11128921,Inactive Investor,Laurie McLaughlin,,"Raymond James Financial Services, Inc. Spring TX 1330 Lake Robbins Dr",laurie.mclaughlin@raymondjames.com,,Salesforce
11182896,Inactive Investor,Veronica Dejaimez,,PFS Investments Inc. Elk Grove CA 3125 Dwight Rd,veronica.jaimez@primerica.com,,Salesforce
11109461,Inactive Investor,Vincent Campagna,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",vincent.campagna@nm.com,,Salesforce
10789959,Inactive Investor,William Milby,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",william_milby@ml.com,,Salesforce
9543389,,Kenny Okoye,,,kensi77@hotmail.com,,List import
11212888,Inactive Investor,Gregg Whitkanack,Financial Advisor,Edward Jones Paris IL 119 E Washington St,gregg.whitkanack@edwardjones.com,,Salesforce
128718,,James Yost,,"Signaturefd, Llc",james.yost@signaturefd.com,,
11046705,Inactive Investor,Otis O'Connor,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston WV 500 Lee St E",les.oconnor@ml.com,,Salesforce
10877127,Inactive Investor,Bradford Knifong,Financial Advisor,Edward Jones Canon City CO 826 Main St,brad.knifong@edwardjones.com,,Salesforce
10988068,Inactive Investor,Gerardo Gonzalez,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,gerardo.gonzalez@primerica.com,,Salesforce
11125438,Inactive Investor,Danielle Wilson,,LPL Financial LLC Canonsburg PA 2948 Washington Rd,danielle.wilson@lpl.com,,Salesforce
10788552,Inactive Investor,Hector Mendez Santiago,Vice President,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10998713,Inactive Investor,Stephene Bridwell,,"FBL Marketing Services, LLC Wichita KS 2020 N Webb Rd",stephene.bridwell@fblfinancial.com,,Salesforce
10757613,Inactive Investor,Michael Nolan,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",michael.c.nolan@rbc.com,,Salesforce
9555352,,Ronald Stortz,,,ron.stortz@voya.com,,List import
10882885,Inactive Investor,Michael Earl,Director - Wealth;Director - Wealth Management;Partner,The Wealth Group - Austin B. Colby & Associates,michael@wealthgroupmn.com,,Salesforce
10980084,Inactive Investor,Ismael Colazo Godinez,,"U.S. Bancorp Investments, Inc. Federal Way WA 1436 S 312th St",ismael.colazogodinez@usbank.com,,Salesforce
10774639,Inactive Investor,Darice Mangin,,"Benjamin F. Edwards & Company, Inc. Naperville IL 2056 Westings Ave",darice.mangin@benjaminfedwards.com,,Salesforce
10912416,Inactive Investor,Rhonda Heineman,,"Cambridge Investment Research, Inc. Omaha NE 11204 Davenport St",,,Salesforce
11222853,,Nathan Gerze,,,ngerze@ftportfolios.com,,List Import
10934199,Inactive Investor,Zachary Joseph,,"Northwestern Mutual Investment Services, LLC Chicago IL 444 N Michigan Ave",zack.joseph@nm.com,,Salesforce
11131656,Inactive Investor,William Saunders,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,wsaunders@primerica.com,,Salesforce
10914188,Inactive Investor,David Dosik,,Cetera Financial Specialists LLC,ddosik@scfsecurities.com,,Salesforce
10769545,Inactive Investor,Lisa Kern,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",lisa.kern@wellsfargoadvisors.com,,Salesforce
11066772,Inactive Investor,Baylee Vigil,Financial Representative,"Vigil Wealth Management, LLC Valencia CA Private Residence",,,Salesforce
10933205,Inactive Investor,Kenneth Bauso,Investment Advisor,"Huckleberry Capital Management, LLC Marfa TX Private Residence",kenneth@investhuckleberry.com,,Salesforce
11220723,,Paul King,,,paul@kingwealth.com,,Other
9541420,,Nicole Nabulsi,,,teamnosek@gmail.com,,List import
11203731,Inactive Investor,Richard Formichelli,,Goldman Sachs & Co.,,,Salesforce
10970829,Inactive Investor,James Delaney,,"Next Financial Group, Inc. Madison WI 5555 Odana Rd",jdelaney@nextfinancial.com,,Salesforce
141874,,Shawn Moran,,Lido Advisors,smoran@lidoadvisors.com,,
11179540,Inactive Investor,Timothy O'Connor,Financial Advisor;Vice President,Morgan Stanley Houston TX 717 Texas St,timothy.oconnor@morganstanley.com,,Salesforce
11050174,Inactive Investor,Nicolas Williams,Financial Services Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",nicolaswilliams@financialguide.com,,Salesforce
9626761,,Layten Perth,,,perthductions1@outlook.com,,List import
11093463,Inactive Investor,Olivia Romesburg,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",olivia.romesburg@ml.com,,Salesforce
11019816,Inactive Investor,Zachary Krial,,J.P. Morgan Securities LLC Homestead PA 146 W Bridge St,zachary.krial@jpmorgan.com,,Salesforce
10863644,Inactive Investor,Mila Penano,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,mila.penano@primerica.com,,Salesforce
10762826,Inactive Investor,George Vogt,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",george_vogt@ml.com,,Salesforce
11236152,Inactive Investor,Sara Justice,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
10890928,Inactive Investor,Brian Gogel,,"Cambridge Investment Research, Inc. Monticello IA 117 W 1st St",,,Salesforce
10753935,Inactive Investor,Jaimie Crook,Senior Client Relationship Manager,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,jcrook@rockco.com,,Salesforce
9616661,,Kyle Rojas,,,kylerojas2525@yahoo.com,,List import
9585826,,Kenneth Symes,,,ksymes@annexwealth.com,,List import
11028210,Inactive Investor,Anthony Cregar,,J.P. Morgan Securities LLC Lake Forest CA 21731 Lake Forest Dr,anthony.cregar@jpmorgan.com,,Salesforce
10995198,Inactive Investor,Rebekah Chen,,"Wells Fargo Clearing Services, LLC Sunnyvale CA 1241 S Mary Ave",,,Salesforce
10992961,Inactive Investor,Priscilla Soetanto,Wealth Relationship Manager,Citigroup Global Markets Inc. Marina del Rey CA 4375 Glencoe Ave,priscilla.soetanto@citi.com,,Salesforce
11174238,Inactive Investor,Malcolm Obiri-Yeboah,,J.P. Morgan Securities LLC Bronx NY 1650 E Gun Hill Rd,malcolm.obiri-yeboah@jpmorgan.com,,Salesforce
11255199,Inactive Investor,Cynthia Streid,Financial Advisor,"Macro Wealth Management, Inc.",,,Salesforce
371349,,David Mauser,,Jeval,davidmauser@gmail.com,8582280645,Google Natural Search
11104598,Inactive Investor,Matthew Tarantino,Financial Advisor,PNC Investments Saint Johns FL 120 Bartram Oaks Walk,matthew.tarantino@pnc.com,,Salesforce
9575169,,Arturo Perez,,,arturo.perez@usaa.com,,List import
10891323,Inactive Investor,Bryson Harnett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",bryson.harnett@ml.com,,Salesforce
10611875,,Mark Burton,"Associate Vice President, Financial Advisor",,mark.burton@morganstanley.com,,List Import
10781285,Inactive Investor,Nedrick Nakama,Financial Advisor,"Wells Fargo Clearing Services, LLC Honolulu HI 1001 Bishop St",nedrick.nakama@wellsfargoadvisors.com,,Salesforce
10890899,Inactive Investor,Brian Boehle,Financial Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
11162247,Inactive Investor,Andrew Thompson,,Fidelity Brokerage Services LLC,,,Salesforce
9638886,,Gus Suarez,,,gsuarez@kingsbrook.org,,List import
11053381,Inactive Investor,Jeffrey James,Chief Compliance Officer;Managing Partner,"Prospera Private Wealth, LLC",jeff@reuterjameswealth.com,,Salesforce
11175334,Inactive Investor,Christopher Splawn,Associate Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",christopher.splawn@ampf.com,,Salesforce
9577018,,Gabriel delgado,,,gabriel.delgado02@utrgv.edu,,List import
9555757,,Stephen Wintermeier,,,swintermeier@fenway-financial.com,,List import
10647200,,Nicholas Cascella,,,nicholas.cascella@edwardjones.com,,List Import
11030633,Inactive Investor,Tamara Postma,,"American Fidelity Securities, Inc.",tamara.banks@af-group.com,,Salesforce
11180651,Inactive Investor,Jennifer Histing,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,jennifer.histing@primerica.com,,Salesforce
11132773,Inactive Investor,Jared Rollins,,LPL Financial LLC Holyoke MA 14 Bobala Rd,jared.rollins@lpl.com,,Salesforce
9615989,,Mick Gearhart,,,giermo54@gmail.com,,List import
11081418,Inactive Investor,Anthony Collora,Financial Advisor,"Wells Fargo Clearing Services, LLC East Brunswick NJ 756 State Rte 18",anthony.collora@wellsfargo.com,,Salesforce
10789921,Inactive Investor,George Mastrogiorgos,Private Wealth Advisor,"Ameriprise Financial Services, LLC Exton PA 760 Constitution Dr",george.x.mastrogiorgos@ampf.com,,Salesforce
10917033,Inactive Investor,David Ingle,Chief Compliance Officer;Chief Executive Officer;Managing Director,Synergistic Wealth Management LLC,david.ingle@synwm.com,,Salesforce
11065680,Inactive Investor,Thomas Jaeger,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Waterloo IA 3806 Pheasant Ln",tom.jaeger@wellsfargoadvisors.com,,Salesforce
10927938,Inactive Investor,Rocco Lattanzi,Financial Advisor,LPL Financial LLC Cockeysville MD 120 Shawan Rd,rocco.lattanzi@lpl.com,,Salesforce
217353,,Tammy Liao,,[Unknown],tammy.liao@newworld-institute.com,,Organic Search
209229,,tsutomu tomida,,[Unknown],tomitomi4141@gmail.com,,Organic Search
11090614,Inactive Investor,John Chrispens,Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10487902,,Benjamin Deweese,Managing Director,Commerce Street Investment Management,bdeweese@cstreetcap.com,,List Import
10971790,Inactive Investor,Tyler Gendron,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11172412,Inactive Investor,Gersain Alvarado,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,gersain.alvarado@fmr.com,,Salesforce
10716354,,Michael Terrasa,,,michael_terrasa@alumni.baylor.edu,,Web Form Fillout
11142018,Inactive Investor,Anthony Fauci,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
11162622,Inactive Investor,Thomas Howell,Financial Advisor,Morgan Stanley Mequon WI 11501 N Port Washington Rd,tom.howell@morganstanley.com,,Salesforce
10997090,Inactive Investor,Bhupinder Singh,,Standard Chartered Securities North America LLC,bhupinder.singh@sc.com,,Salesforce
10777738,Inactive Investor,James Benton,First Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",j.benton@ml.com,,Salesforce
11090500,Inactive Investor,Lawrence Dyjak,,NYLIFE Securities LLC Willow Springs IL 8265 Archer Ave,ldyjak@ft.newyorklife.com,,Salesforce
9597453,,Scott Smith,,,ssmith@acutacapital.com,,List import
9617917,,Larry Seruma,,,larry.seruma@nilecapital.com,,List import
343565,,Caitlin Nugent,Assistant Controller,"Balance Point Capital Advisors, Llc",cnugent@balancepointcapital.com,203-652-8250,Manual List Upload
336696,,Mark Gathagan,,Alpha Asset Management,mgath@egifinancial.com,330-374-7500,Manual List Upload
11160419,Inactive Investor,Matthew Harrington,,State Farm VP Management Corp. Rochester NY 630 East Ave,matt.harrington.rnkg@statefarm.com,,Salesforce
10912713,Inactive Investor,Stafford Lawrence,Financial Advisor;Senior Vice President,"Flaharty Asset Management, LLC",slawrence@flahartyllc.com,,Salesforce
9542069,,Khethukuthula Qumbisa,,,eyokuqala1@gmail.com,,List import
11040918,Inactive Investor,Charles Ahto,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,charles.ahto@ubs.com,,Salesforce
9575779,,Mohanad Yaser,,,asmaissa17@yahoo.com,,List import
10825289,Inactive Investor,Edmond Ducett,,"Arete Wealth Management, LLC Crystal Lake IL 1 N Virginia St",ed.ducett@aretewealth.com,,Salesforce
10797702,Inactive Investor,John Vance,Chief Executive Officer;Founder;President;Regulatory Contact,Vance Wealth,john.vance@vancewealth.com,,Salesforce
10898256,Inactive Investor,Tyler Ostler,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9641276,,shank sanwal,,,shank1@rogers.com,,List import
11297212,Active Investor,Kacper Dolatowski,,Kacper Dolatowski,kacper@axon-design.com,16463424949,Salesforce
9415724,,William Bailey,,William Bailey,wbailey1463@gmail.com,,3rd Party Lead Gen
2281450,,Mike Colonnese,,HCW,mcolonnese@hcwco.com,,
11187908,Inactive Investor,Calvin Kiburz,,State Farm VP Management Corp. Yukon OK 706 S Mustang Rd,calvinkiburz@statefarm.com,,Salesforce
9642783,,Thorsten Stuhler,,,thor.stuehler@protonmail.com,,List import
248100,,Daniel Dorman,,[Unknown],dormandw@gmail.cm,,Direct
11155042,Inactive Investor,Andrew Johnson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10934948,Inactive Investor,Kelly Smith,,"Wells Fargo Clearing Services, LLC Duluth GA 2731 Meadow Church Rd",kelly.smith5@wellsfargo.com,,Salesforce
11034457,Inactive Investor,Jonathan Dahl,,"Principal Securities, Inc.",,,Salesforce
209484,,Hank Kalinowski,,Private,hankkali01@gmail.com,,Content
11092580,Inactive Investor,Michael Martin,,&Partners Saint Louis MO 7701 Forsyth Blvd,,,Salesforce
11167714,Inactive Investor,Laurie Hollingsworth,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Amarillo TX 500 S Taylor St,laurie.hollingsworth@morganstanley.com,,Salesforce
11149599,Inactive Investor,Alexis Aldaz,Financial Advisor,Edward Jones Bonita CA 4394 Bonita Rd,alex.aldaz@edwardjones.com,,Salesforce
10804684,Inactive Investor,David Morders,Financial Advisor,LPL Financial LLC Frederick MD 25 N Court St,david.morders@lpl.com,,Salesforce
10782534,Inactive Investor,Amara Ferguson,,J.P. Morgan Securities LLC Richmond KY 405 Leighway Dr,amara.ferguson@jpmorgan.com,,Salesforce
10845069,Inactive Investor,Chad Bolen,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",chad.bolen@wellsfargoadvisors.com,,Salesforce
11057934,Inactive Investor,Christopher Sakas,,"Wells Fargo Advisors Financial Network, LLC Missoula MT 970 Wyoming St",chris.sakas@wellsfargoadvisors.com,,Salesforce
9608735,,Mark Hayes,,,mark.b.hayes@hotmail.com,,List import
10780945,Inactive Investor,Donald Espenan,Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,donald.espenan@morganstanley.com,,Salesforce
10936728,Inactive Investor,Norman Lavriha,,"Packerland Brokerage Services, Inc. Leland NC Private Residence",norman_lavriha@packerlandbrokerage.com,,Salesforce
11200857,Inactive Investor,Alan Comer,Financial Advisor,"Pelican Investment Advisors, LLC",,,Salesforce
370900,,Iftikhar Ahmed,,[Unknown],iftikhaar.ahmed@gmail.com,,Salesforce
10847543,Inactive Investor,Jonathan O'Connell,Senior Vice President,Morgan Stanley Riverside CA 3750 University Ave,jonathan.oconnell@morganstanley.com,,Salesforce
9566070,,Robert Emerson,,,robert.emerson@ampf.com,,List import
11080883,Inactive Investor,Jonathan Owens,Financial Advisor,Commonwealth Financial Network Ashburn VA 44927 George Washington Blvd,jowens@commonwealth.com,,Salesforce
10510413,,Lynn Pestrichelli,,,lpestrichelli@gmail.com,,List Import
10661591,,John Findlay,,,jfindlay@periscopeequity.com,,List Import
195357,,Suhyoon Cho,,[Unknown],wackychickcho@gmail.com,,source
224081,,Nikolas Atsalis,Portfolio Consultant,Amundi Pioneer,nikolas.atsalis@amundipioneer.com,6174224897,
11231627,Inactive Investor,Eric Mercado,Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1005 Hamburg Tpke",,,Salesforce
11108359,Inactive Investor,Guillermo Falkinhoff Gips,Investment Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10909418,Inactive Investor,Adam Aulestia,Chief Compliance Officer;Founder;President,Aulestia Ventures,adam@aulestiawealth.com,,Salesforce
11178850,Inactive Investor,Mark Van Norman,Financial Advisor,Edward Jones El Segundo CA 2121 Rosecrans Ave,,,Salesforce
9595194,,Anthony Cousins,,,anthony.cousins@pyrford.co.uk,,List import
10844734,Inactive Investor,Bradley Montgomery,Chief Compliance Officer;Member,Great Lakes Bay Financial,,,Salesforce
11171430,Inactive Investor,Judith Higgins,Investment Advisor Representative,"Blue Chip Financial Advisors, LLP Johnston RI 151 Putnam Pike",,,Salesforce
11121477,Inactive Investor,Adam Kunkel,Financial Advisor,Commonwealth Financial Network North Mankato MN 1651 Commerce Dr,akunkel@commonwealth.com,,Salesforce
6507854,,Ram Loki,,,vbi07920@gmail.com,,Web Form Fillout
10935577,Inactive Investor,Phoebe Raybine,Client Specialist,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,praybine@rwbaird.com,,Salesforce
10779246,Inactive Investor,Pamela Warren,,MissionSquare Investment Services,pwarren@icmarc.org,,Salesforce
10958681,Inactive Investor,Abbie Talbert,Financial Advisor,"WesBanco Securities, Inc. Wheeling WV 2207 National Rd",awilt@wesbanco.com,,Salesforce
9569141,,Joseph Joseph,,,wingho929@gmail.com,,List import
11031095,Inactive Investor,Consuelo Webb,Chief Compliance Officer;Managing Member,"Mari Legacy Group, LLC",connie@marilegacy.com,,Salesforce
11046751,Inactive Investor,Kellie Krakoviak,Investment Associate,"Synovus Securities, Inc. Alpharetta GA 8025 Westside Pkwy",kelliekrakoviak@synovus.com,,Salesforce
9593455,,Jeff Price,,,jeff@skylinefinancialnw.com,,List import
9575297,,Keith Mitchell,,,kmitchell@royalaa.com,,List import
10792792,Inactive Investor,Beena Kinariwala,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Purchase NY 3010 Westchester Ave",beena.kinariwala@equitable.com,,Salesforce
11111711,Inactive Investor,Brandon Bova,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,brandon.bova@jpmorgan.com,,Salesforce
9630824,,Edward Ryan,,,edwardpryan@gmail.com,,List import
10763800,Inactive Investor,Michael Mrotzek,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Red Bank NJ 89 Broad St,michael.mrotzek@morganstanley.com,,Salesforce
11140607,Inactive Investor,Ana Blackwelder,,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,ana.blackwelder@ubs.com,,Salesforce
11236069,Inactive Investor,Melissa Hallmark,Wealth Management Advisor,"Apollon Wealth Management, LLC Peachtree Corners GA 5550 Triangle Pkwy",melissa.hallmark@apollonwealth.com,,Salesforce
11194905,Inactive Investor,Nickolas Kontz,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10826534,Inactive Investor,Kevin Mohr,Financial Planner,"Osaic FA, Inc. Madison WI 406 Science Dr",kevin.mohr@lfg.com,,Salesforce
9637782,,Stephan Silva,,,stephan.silva@outlook.com,,List import
9627602,,Caroline Walker,,,caroline.walker@cawtrust81712.com,,List import
1003462,Inactive Investor,Darron Rixson,,Dowgate,darron.rixson@dowgate.co.uk,,3rd Party Lead Gen
10648392,,Preston Kendrick,,,preston.kendrick@fidelity.com,,List Import
10929920,Inactive Investor,Frank Policare,Financial Advisor,"Ameriprise Financial Services, LLC New Hope PA 6444 Lower York Rd",frank.policare@ampf.com,,Salesforce
10785166,Inactive Investor,Daniel Haselhorst,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,daniel.haselhorst@fmr.com,,Salesforce
10656751,,Stuti Mahajan,,,stuti.mahajan@jpmorgan.com,,List Import
11125474,Inactive Investor,John Childers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",jchilders2@ml.com,,Salesforce
209602,,Vincent Damiani,,[Unknown],vincent@rootstockadvisors.com,,
153163,,anthony nicholas,,[Unknown],apn87@me.com,,Advertising
9626130,,Rori Comiskey,,,rori.comiskey@gmail.com,,List import
344055,,Ramon Reyes,Trader,Chilton Capital Management Llc,rreyes@chiltoncapital.com,713-650-1995,Manual List Upload
11073393,Inactive Investor,Visothy Ong-Dy,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 14468 Culver Dr",visothy.ong-dy@wellsfargoadvisors.com,,Salesforce
340888,,Naimish Patel,Senior Advisor,"Long Point Capital, Inc",npatel@longpointcapital.com,212-593-1800,Manual List Upload
11213265,Inactive Investor,Herbert Rikeman,,Fidelity Brokerage Services LLC,,,Salesforce
10937530,Inactive Investor,Jon Parrack,,"The Leaders Group, Inc.",,,Salesforce
9572624,,Neil Cammarosano,,,ncammarosano@bridgercapital.com,,List import
11033837,Inactive Investor,Madeleine Coffin,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",madeleine.coffin@ml.com,,Salesforce
10784164,Inactive Investor,David Childers,,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,david.childers@ubs.com,,Salesforce
11219578,,Joel Milam,,,joel.milam@lpl.com,,Other
11137971,Inactive Investor,Akihisa Makino,,PFS Investments Inc. Cerritos CA 18000 Studebaker Rd,akihisa.makino@primerica.com,,Salesforce
196901,Inactive Investor,Sean Treanor,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",sean.treanor@schwab.com,,
11153626,Inactive Investor,Cindy Hiers,,Fidelity Brokerage Services LLC,,,Salesforce
10821385,Inactive Investor,Thomas Saul,Advisor;Co-Portfolio Manager,Commonwealth Financial Network Miami FL 2398 S Dixie Hwy,tsaul@commonwealth.com,,Salesforce
11068895,Inactive Investor,Ronald Talley,,"Truist Investment Services, Inc. Warminster PA 320 W Street Rd",ronald.talley@truist.com,,Salesforce
237343,, -,,[[Unknown]],akhildawra@gmail.com,,
9563478,,Randy Jarzyna,,,randy.jarzyna@fidelity.com,,List import
10957265,Inactive Investor,Natan Simoes Massarioli,,Fidelity Brokerage Services LLC,,,Salesforce
10912601,Inactive Investor,Marie Biyaa,,J.P. Morgan Securities LLC New York NY 1860 Broadway,marie.biyaa@chase.com,,Salesforce
11195252,Inactive Investor,Anthony Chamoun,,Fidelity Brokerage Services LLC,,,Salesforce
11152228,Inactive Investor,Brett Neugebauer,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",brett.neugebauer@nm.com,,Salesforce
11000757,Inactive Investor,Emily Hengstler,Associate Advisor,Merriman,emily@merriman.com,,Salesforce
10919478,Inactive Investor,Robert Rafano,,"Osaic Wealth, Inc. East Brunswick NJ 317 Rues Ln",,,Salesforce
9603305,,Leela Numburi,,,ananthtony@gmail.com,,List import
11004646,Inactive Investor,Tyler Sabo,,Edward Jones McConnellsburg PA 656 Lincoln Way E,tyler.sabo@edwardjones.com,,Salesforce
9618498,,William Kim,,,wkim@marathonfund.com,,List import
11045043,Inactive Investor,Keith Robinson,,"Farmers Financial Solutions, LLC Bellevue WA 9 Lake Bellevue Dr",krobinson2@farmersagent.com,,Salesforce
9598424,,Kelsey Blakely,,,kblakely@mcgilladvisors.com,,List import
10862930,Inactive Investor,Kimberly Hayes,Financial Advisor,LPL Financial LLC Kansas City MO 4700 Belleview Ave,kimberly.hayes@lpl.com,,Salesforce
11107882,Inactive Investor,Ryan Natsch,,Citigroup Global Markets Inc.,ryan.natsch@citigroup.com,,Salesforce
10489455,,Elijah Murray,Financial Advisor,"Osaic Wealth, Inc. Plano TX 1255 W 15th St",elijah@curefinancial.com,972-379-2323,List Import
349120,,Dickson Suit,Partner,Ironwood Capital Advisors Iii Llc,suit@ironwoodcap.com,860-409-2100,Manual List Upload
11202821,Inactive Investor,Glenn Robinson,Chief Investment Officer;Director,"West Financial Services, Inc.",,,Salesforce
10836344,Inactive Investor,Rachel Gammerman,First Vice President - Investments,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",rachel.gammerman@raymondjames.com,,Salesforce
11103450,Inactive Investor,Ann Healy,Chief Compliance Officer;Managing Director;President,Beale Healy Investment Advisors Inc,amh@bhia.com,,Salesforce
10955318,Inactive Investor,Cynthia Perry,,LPL Financial LLC Overland Park KS 7400 W 135th St,cynthia.perry@lpl.com,,Salesforce
10606120,,William Shlosh,"Limited Partner, Portfolio Manager, Senior Partner",Prana Capital Management LP,wshlosh@pranacap.com,203-487-5185,List Import
9617613,,Lawrence Sullivan,,,lsullivan@americanfreedomins.com,,List import
9635039,,Katie Benson,,,kbenson@thepresidiogroup.com,,List import
10847928,Inactive Investor,Tami Ingle,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Jackson TX 210 Lake Rd",tami.ingle@ml.com,,Salesforce
11206463,Inactive Investor,Jinzhen Jiang,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,jiangj@ft.newyorklife.com,,Salesforce
10820213,Inactive Investor,Justin Singh,Senior Wealth Management Lending Officer;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",,,Salesforce
332739,,William Pope,,TBD,williambpope9@gmail.com,3604746171,
9599074,,Rick Palmer,,,rick.palmer@stifel.com,,List import
10819995,Inactive Investor,Jessica Stewart,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",jessica_bertomeu@ml.com,,Salesforce
10983389,Inactive Investor,Stephen Vachon,,Cetera Advisor Networks LLC East Providence RI 172 Taunton Ave,stephen.vachon@ceterawealth.com,,Salesforce
11038317,Inactive Investor,Daniel Borgida,Client Service Associate,Morgan Stanley Bellevue WA 500 108th Ave NE,daniel.borgida@morganstanley.com,,Salesforce
11097864,Inactive Investor,Michael Katrein,Financial Advisor,"Per Stirling Capital Management, LLC Dallas TX 17304 Preston Rd",mkatrein@perstirling.com,,Salesforce
223494,,"Carlos Payumo Garcia, Clssyb",Assistant Manager - Trade Surveillance Regulatory Compliance,CPG Commercial Space Leasing,cgmacarlosgarcia@gmail.com,,
10876061,Inactive Investor,Garrett Walsh,,LPL Financial LLC Stanwood WA 9715 271st St NW,garrett.walsh@lpl.com,,Salesforce
9554850,,Darryl Burke,,,dbexec@gmail.com,,List import
11061426,Inactive Investor,Jeannette Raypholtz,Chief Compliance Officer,Sierra Pacific Wealth Advisory Group Inc.,,,Salesforce
9634884,,Karree Moore,,,karreem@wealthfirm.info,,List import
9548253,,David Harden,,,harden.dave@principal.com,,List import
11092785,Inactive Investor,Derek Justice,Financial Advisor,Edward Jones Clive IA 13435 University Ave,derek.justice@edwardjones.com,,Salesforce
10993041,Inactive Investor,Brian Weissman,,PFS Investments Inc. Hackettstown NJ 1500 County Road 517,63nkv@primerica.com,,Salesforce
10848338,Inactive Investor,Samuel Perry,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",bo.perry@captrustadvisors.com,,Salesforce
10435329,,Timothy Lettelleir,,,tdl13@protonmail.com,,Web Form Fillout
10828403,Inactive Investor,Eric Martin,Financial Planner,Commonwealth Financial Network Pleasanton CA 480 Saint John St,emartin@cfnmail.com,,Salesforce
9642108,,Alexandra Blake,,,ablake@nextcapitalmgmt.com,,List import
10905109,Inactive Investor,Brian Thornton,,Cetera Advisor Networks LLC Long Beach NY 899 W Beech St,thorntonb@ceteranetworks.com,,Salesforce
10474620,,MICHAEL BARCLAIS,,,taja2004@orange.fr,,Web Form Fillout
11055098,Inactive Investor,Jonathan Hansotte,,LPL Financial LLC Sewickley PA 1605 Carmody Ct,jonathan.hansotte@lpl.com,,Salesforce
11008142,Inactive Investor,James Hill,,"Advisory Alpha, LLC",,,Salesforce
10992373,Inactive Investor,Adi Akanisi Lomanivere,,PFS Investments Inc. Modesto CA 1620 N Carpenter Rd,alomanivere@primerica.com,,Salesforce
11114919,Inactive Investor,Gail Tulipani,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,gail.tulipani@fidelity.com,,Salesforce
10158780,,Wisey Maston,,Bitcoin,wiseymaston4@gmail.com, +17028088160,Web Form Fillout
10797160,Inactive Investor,Todd Grant,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11081512,Inactive Investor,Phillip Ciccone,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,phillip.ciccone@fidelity.com,,Salesforce
10937010,Inactive Investor,James Taylor,Chief Compliance Officer;Financial Advisor;Managing Member,"Groundwork Wealth Management, LLC",jtaylor@groundworkwealth.com,,Salesforce
11158587,Inactive Investor,Dylan Gaver,Chief Compliance Officer;Vice President,The Sherrington Group Columbus OH 1328 Dublin Rd,,,Salesforce
10842563,Inactive Investor,William Williams,President;Senior Investment Manager,"WRWCO, LLC",,,Salesforce
10989139,Inactive Investor,Marilynn Gipson,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,marilynngipson@primerica.com,,Salesforce
10926376,Inactive Investor,Elizabeth Hammer,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Rancho Mirage CA 71939 Hwy 111,elizabeth.hammer@jpmorgan.com,,Salesforce
10935835,Inactive Investor,William Dunn,,LPL Financial LLC Fort Lauderdale FL 2409 N Atlantic Blvd,bill.dunn@lpl.com,,Salesforce
11051332,Inactive Investor,John Kennedy,Co-Owner,TrustFirst,jkennedy@trustfirst.com,,Salesforce
10853925,Inactive Investor,Darren Talley,Owner,Talley Financial,darren@talleyfinancial.com,,Salesforce
11154845,Inactive Investor,Briana Mullenax,Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,bmullenax@rwbaird.com,,Salesforce
10907370,Inactive Investor,Joshua Geib,Chief Compliance Officer;Managing Member;President,Zuraw Financial,,,Salesforce
201100,,Megan Jorgenson,,[Unknown],mj@bullioninternational.com,,News & Research
10644028,,Luke Michalik,,,luke.michalik@morganstanley.com,,List Import
11061131,Inactive Investor,David Hamasaki,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",david.hamasaki@schwab.com,,Salesforce
341263,,Christopher Wiegand,Managing Partner,Newbridge Wealth Management,chris@newbridgewealth.com,484-329-8876,Manual List Upload
10854081,Inactive Investor,Kari Johnson,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",kari.johnson@ml.com,,Salesforce
3137024,,Krissy Vidrine,,,krissyvidrine@gmail.com,,
11118281,Inactive Investor,Jim Edwards,,"M Holdings Securities, Inc. Allentown PA 600 Hamilton St",jimmy.edwards@mfin.com,,Salesforce
10902336,Inactive Investor,Joseph Zwemke,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11201416,Inactive Investor,Paul Wickert,,"Avantax Investment Services, Inc. Milwaukee WI 6320 W Forest Home Ave",,,Salesforce
11042803,Inactive Investor,Ronald Seher,Shareholder,Connors Investor Services Inc Reading PA 1100 Berkshire Blvd,,,Salesforce
11016428,Inactive Investor,David Elrod,,Sigma Financial Corporation Toledo OH 1351 S Reynolds Rd,delrod@sigmarep.com,,Salesforce
11081110,Inactive Investor,Christopher Hoover,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",todd.hoover@nm.com,,Salesforce
10785548,Inactive Investor,Phillip Smith,,Sycamore Financial Group,,,Salesforce
11111465,Inactive Investor,Jonathan Hoppenjan,,J.P. Morgan Securities LLC Nashville TN 4317 Harding Pike,,,Salesforce
10799641,Inactive Investor,Mark Nixon,Senior Vice President - Investments,"Raymond James & Associates, Inc. Spring TX 1780 Hughes Landng Blvd",mark.nixon@raymondjames.com,,Salesforce
10826571,Inactive Investor,Richard Colacino,Investment Advisor Representative,"Osaic Wealth, Inc. Brooklyn NY 304 7th Ave",rcolacino@royalaa.com,,Salesforce
350696,,Bruce Marra,Managing Director,"Baldwin Investment Management, Llc",bmarra@wcami.com,610-260-1555,Manual List Upload
10861255,Inactive Investor,Jeffery Bickel,Financial Professional,LPL Financial LLC Newnan GA 44 Perry St,ryan.bickel@lpl.com,,Salesforce
11023308,Inactive Investor,Eric Willer,,Innovation Partners LLC Lone Tree CO 10463 Park Meadows Dr,ewiller@innovationpartnersllc.com,,Salesforce
10990299,Inactive Investor,Michael Ciske,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",michael.ciske@nm.com,,Salesforce
11057969,Inactive Investor,Brent Peroutka,Investment Advisor Representative,"Osaic Wealth, Inc. Faribault MN 1404 NW 7th St",,,Salesforce
11048467,Inactive Investor,Alison Cain,Partner;Private Wealth Advisor,Capitol Private Wealth Group LLC,acain@capitolpwg.com,,Salesforce
11149284,Inactive Investor,ThuVan Cordero,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",,,Salesforce
10787380,Inactive Investor,Andrew Gaston,Regional Vice President,PFS Investments Inc. Indianapolis IN 2611 Waterfront Pkwy East Dr,andrew.gaston@primerica.com,,Salesforce
11005656,Inactive Investor,Shea Byrd,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
10613427,,Walter Casagrande,Financial Advisor,,walter.casagrande@ml.com,,List Import
10487983,,Kenneth Robinowitz,"Managing Director, Wealth Advisor","Wells Fargo Clearing Services, LLC",kenneth.robinowitz@wellsfargoadvisors.com,,List Import
10788370,Inactive Investor,Genay Airey,,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
9573206,,Robert Rosenson,,,robert.rosenson@bluearrow-llc.com,,List import
9598761,,zhiming he,,,me.trace@gmail.com,,List import
10894864,Inactive Investor,Alexander Legamaro,,LPL Financial LLC Corpus Christi TX 717 Everhart Rd,alexander.legamaro@lpl.com,,Salesforce
11106275,Inactive Investor,Matthew Evora,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 211 New London Tpke",matthew.evora@ml.com,,Salesforce
95010,,Adam Migliore,,Bellwether,amigli274@gmail.com,5043198140,
11169432,Inactive Investor,Noel Batungbakal,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,noel.batungbakal@primerica.com,,Salesforce
11122726,Inactive Investor,Evan Wessel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MI 3035 S Rochester Rd",evan.m.wessel@ml.com,,Salesforce
248664,,mohammadreza rassam,boss technology,hanafi,mr.khetan.mamal@gmail.com,,Manual List Upload
10763386,Inactive Investor,Mark Dierlam,,"First Command Brokerage Services, Inc. Montgomery AL 1930 Berryhill Rd",mjdierlam@firstcommand.com,,Salesforce
10646117,,Oliver Hickel,,,oliverhickel@castlepinesim.com,,List import
9600447,,Eric Perkins,,,eric.perkins@trilogyfs.com,,List import
11238841,Inactive Investor,Gigi Wright,,Meg Green & Associates,gigi@meggreen.com,,Salesforce
11089659,Inactive Investor,Michelle St. George,,J.P. Morgan Securities LLC Commerce Township MI 2801 Union Lake Rd,michelle.r.stgeorge@jpmorgan.com,,Salesforce
10489332,,Mark Hagan,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.hagan@ubs.com,469-440-0604,List Import
11193343,Inactive Investor,Keely Kyle,,PFS Investments Inc.,,,Salesforce
11208543,Inactive Investor,Louis Palma,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
213754,,NIRMAL SHARMA,,[Unknown],sharman116@yahoo.com,,
11168810,Inactive Investor,Ryan Brannigan,,Evercore Group L.L.C.,ryan.brannigan@evercore.com,,Salesforce
10850966,Inactive Investor,Anne Burton,Operations and Compliance Administrator,Burton Wealth Management,aburton@burtonwealth.com,,Salesforce
10857109,Inactive Investor,Bart Reed,,Country Capital Management Company Newnan GA 773 Lower Fayetteville Rd,bart.reed@countryfinancial.com,,Salesforce
11045282,Inactive Investor,Stephanie Phillips,,"Wilmington Capital Securities, LLC New York NY 1140 Avenue of the Americas",sphillips@wilmingtoncap.com,,Salesforce
9583914,,Richard Stram,,,rick@marinostram.com,,List import
9618284,,Bryan Blackman,,,bryan@empiricalcap.com,,List import
11190680,Inactive Investor,Shana Elliott,Financial Advisor,Edward Jones College Station TX 1001 University Dr E,shana.elliott@edwardjones.com,,Salesforce
11222735,,John Middleton,,,jmiddleton@merceradvisors.com,,List Import
10866305,Inactive Investor,Rochelle Roerig,,PNC Investments Petoskey MI 401 Bay St,rochelle.roerig@pnc.com,,Salesforce
11236290,Inactive Investor,Francis Simms,Private Client Advisor;Senior Vice President,"Kovitz Investment Group Partners, LLC Orlando FL 255 S Orange Ave",,,Salesforce
9553448,,Yolanda Chance,,,yolanda.chance@suntrust.com,,List import
11045848,Inactive Investor,Michael Crow,,"American Capital Partners, LLC",mcrow@acpweb.com,,Salesforce
342628,,Dmitry Sarkisov,Chief Operating Officer,Blueshift Asset Management,dmitry@blueshift.am,732-450-8401,Manual List Upload
10661370,,Jason Crump,,,jcrump@retirementwealthadvisors.com,,List Import
11043906,Inactive Investor,Patrick Lusk,,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,patrick.k.lusk@jpmorgan.com,,Salesforce
10612326,,Dominick Citera,Financial Advisor,,citera_dominick@nlvmail.com,,List import
11006621,Inactive Investor,Richard Tierney,Financial Advisor,Edward Jones Florham Park NJ 201 Columbia Tpke,rich.tierney@edwardjones.com,,Salesforce
11055477,Inactive Investor,Patricia Kopanski,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",patty_kopanski@ml.com,,Salesforce
10646737,,Frederick Jackson,,,frederick.jackson@wellsfargoadvisors.com,,List Import
350654,,Billy Butcher,Member,Kohlberg Kravis Roberts & Co. L.p.,billy.butcher@kkr.com,212-750-8300,Manual List Upload
9585053,,Krista Rogers,,,krogers@rogersconsultingassociates.com,,List import
9614814,,Mehdi NOUI,,,mnoui82@gmail.com,,List import
10778694,Inactive Investor,Anna Winderbaum,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,anna.winderbaum@morganstanley.com,,Salesforce
9574622,,ROBERT HOFFMAN,,,edithoffman@mac.com,,List import
11260432,Inactive Investor,Jack Stephens,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11083798,Inactive Investor,Noe Alvarado,,J.P. Morgan Securities LLC Arlington TX 1801 SW Green Oaks Blvd,noe.a.alvarado@jpmorgan.com,,Salesforce
10991358,Inactive Investor,Stephanie Cozzone,,"Osaic Wealth, Inc. Fresno CA 2595 E Perrin Ave",,,Salesforce
11069504,Inactive Investor,Daniel Sullivan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",,,Salesforce
10954201,Inactive Investor,Strode Blanchard,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,strode.blanchard@jpmorgan.com,,Salesforce
9614531,,Phillip Sweeney,,,bleener2@yahoo.com,,List import
10847549,Inactive Investor,Kristyn Yost,Financial Advisor,Edward Jones Van Buren AR 1110 Main St,kris.yost@edwardjones.com,,Salesforce
11034417,Inactive Investor,Troy Spence,Financial Advisor,Edward Jones Spring Hill FL 3373 Mariner Blvd,troy.spence@edwardjones.com,,Salesforce
11085105,Inactive Investor,Hayden Vanover,Investment Advisor,Fisher Investments,,,Salesforce
11106516,Inactive Investor,Steven Johnson,,"Raymond James Financial Services, Inc. Cornelius NC 18141 W Catawba Ave",steven.johnson@raymondjames.com,,Salesforce
10910875,Inactive Investor,Daniel Murphy,Chief Compliance Officer;Financial Planner;Owner,Greater Good Financial Shoreview MN 715 Tanglewood Dr,dan@greatergoodfinancial.com,,Salesforce
11115278,Inactive Investor,Amber Slaven,,PFS Investments Inc. Covington KY 1717 Dixie Hwy,aslaven@primerica.com,,Salesforce
10897120,Inactive Investor,Fadi Khoury,,"Avantax Investment Services, Inc. Somerville MA 667 Somerville Ave",,,Salesforce
10978334,Inactive Investor,David Hogan,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,david.hogan@fmr.com,,Salesforce
10797219,Inactive Investor,Michael Lublin,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",mike.lublin@nm.com,,Salesforce
11034163,Inactive Investor,Sharon Stacha,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,sstacha@primerica.com,,Salesforce
11217430,,Edward Baroncini,,,edward.baroncini@lpl.com,,Other
9545927,,Jennifer Kenning,,,jennifer@alignimpact.com,,List import
11087573,Inactive Investor,Thomas Bulloch,Financial Planner,"Osaic FA, Inc. Naples FL 4524 Silver Fox Dr",thomas.bulloch@lfg.com,,Salesforce
10884230,Inactive Investor,Courtney Jinjika,Executive Vice President,Key Investment Services LLC,cjinjika@keybank.com,,Salesforce
11001695,Inactive Investor,Jessica Neisler,Chief Compliance Officer;Operations Manager,"Carolina Financial Advisors, Inc.",jessica@carolinafinancialadvisors.com,,Salesforce
232156,,Jorge -,,Jorge [[Unknown]],jorgeglez221@hotmail.com,,
11146372,Inactive Investor,Casey Jones,Portfolio Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,casey.jones@morganstanley.com,,Salesforce
11086521,Inactive Investor,Justin Bassell,Financial Advisor,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",justin.bassell@nm.com,,Salesforce
10835033,Inactive Investor,Jaime Madrid,Financial Advisor,Edward Jones Harker Heights TX 120 W Central Texas Expy,jaime.madrid@edwardjones.com,,Salesforce
10837502,Inactive Investor,Phillip Williams,Financial Advisor,"Ameriprise Financial Services, LLC Tucson AZ 268 E River Rd",phil.1.williams@ampf.com,,Salesforce
11191208,Inactive Investor,Joseph Valicenti,Chief Executive Officer;President,Valicenti Advisory Services Inc,valicentijm@valicenti.com,,Salesforce
10480710,,宝 宝,,,1549707836@qq.com,,Web Form Fillout
10910542,Inactive Investor,Michael Fettig,Private Client Advisor,J.P. Morgan Securities LLC Seattle WA 2890 SW Barton St,,,Salesforce
9575240,,Joseph Esposito,,,jesposito@massmutual.com,,List import
9593496,,Joy Brooks,,,brooksjoy11@gmail.com,,List import
10924771,Inactive Investor,James Bell,,"Osaic Wealth, Inc. Spokane WA 421 W Riverside Ave",,,Salesforce
11060784,Inactive Investor,Heather Carlson,,Key Investment Services LLC Baldwin Place NY 12 Tomahawk St,heather.carlson@key.com,,Salesforce
11037308,Inactive Investor,Philemon Kang,Financial Advisor,Park Avenue Securities LLC San Ramon CA 12677 Alcosta Blvd,philemon_kang@glic.com,,Salesforce
11031280,Inactive Investor,Michael Centonza,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",,,Salesforce
10888248,Inactive Investor,Antonio Cairrao,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10611576,,Terence Barnett,Financial Advisor,,terry.barnett@lpl.com,,List Import
10838296,Inactive Investor,William Roberson,,"Raymond James Financial Services, Inc. Vicksburg MS 1814 Mission 66",marion.roberson@raymondjames.com,,Salesforce
11059698,Inactive Investor,Gabriel Goodge,,Vanguard Marketing Corporation,gabriel_goodge@vanguard.com,,Salesforce
9625769,,Siti Muthoharoh,,,muthie26@gmail.com,,List import
7698744,,Sumner Charles,,,kagiro5677@gam1fy.com,,Web Form Fillout
9547007,,Douglas Falkinburg,,,douglas_falkinburg@hancockbank.com,,List import
11255185,Inactive Investor,Glenn Williams,Chief Operating Officer;Partner,"Wayve Capital Management, LLC",,,Salesforce
11255543,Inactive Investor,Kathleen Governale,Wealth Manager,"Leslie Global Wealth, LLC",kgovernale@leslieglobalwealth.com,,Salesforce
11110323,Inactive Investor,Maria Winkelried,Director - Client Relations,LPL Financial LLC Myrtle Beach SC 1039 44th Ave N,maria.winkelried@lpl.com,,Salesforce
9591260,,Ryan Diachok,,,rwdiachok@geneoswealth.com,,List import
351008,,D Wyatt,Financial Professional,Nyl Investors Llc,dtwyatt@ft.newyorklife.com,212-576-7000,Manual List Upload
11103264,Inactive Investor,Bithun John,,J.P. Morgan Securities LLC,bithun.john@jpmorgan.com,,Salesforce
11122006,Inactive Investor,Andrew Beckwith,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Martinsburg WV 2279 Winchester Ave",andrew.beckwith@equitable.com,,Salesforce
9594943,,V P,,,mc4478@yahoo.com,,List import
9621413,,Bryce Ross-Johnson,,,brycevine@gmail.com,,List import
10839109,Inactive Investor,James Reslock,Financial Advisor,Edward Jones Kalamazoo MI 4798 Campus Dr,james.reslock@edwardjones.com,,Salesforce
11100443,Inactive Investor,George Schroeder,Chief Investment Officer;Chief Operating Officer;President,"Schroeder Capital Management, LLC",,,Salesforce
10903755,Inactive Investor,Jarrod Dawson,Financial Advisor,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",jarrod.dawson@raymondjames.com,,Salesforce
10614432,,Franklin Schursky,Financial Advisor,,frank_schursky@fhfg.com,,List Import
10979175,Inactive Investor,Barry Rose,,"Osaic Wealth, Inc. Godley TX 8700 County Road 913",,,Salesforce
11173149,Inactive Investor,Jeremy Trudeau,Relationship Manager,"Principal Securities, Inc.",trudeau.jeremy@principal.com,,Salesforce
11019610,Inactive Investor,Michael Thomas,Vice President,"MML Investors Services, LLC Scottsdale AZ 4900 N Scottsdale Rd",michaeljthomas@financialguide.com,,Salesforce
10791972,Inactive Investor,Merilee Maystrovich,Administrator;Owner;Regulatory Contact,Dobson Asset Management,,,Salesforce
10695840,,Ashton Armistead,,Davenport & Company LLC,aarmistead@investdavenport.com,,List Import
10804524,Inactive Investor,Jennifer Mains,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",jennifer_mains@ml.com,,Salesforce
9578196,,Dugan Fife,,,dugfife@msn.com,,List import
9644532,,yang an,,,1299714409@qq.com,,List import
10767268,Inactive Investor,Peggy Godwin,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,peggy.godwin@ubs.com,,Salesforce
11155018,Inactive Investor,Mark Vaught,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11094829,Inactive Investor,Scott Wilson,Wealth Strategy Associate,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,sa.wilson@ubs.com,,Salesforce
9620662,,Joseph Guarino,,,sijoe1962@aol.com,,List import
11108893,Inactive Investor,Brian Thompson,Chief Compliance Officer;Founder;Managing Member,Brian Thompson Financial,brian@btfinancial.com,,Salesforce
11046616,Inactive Investor,Susan Taylor,,"Synovus Securities, Inc. Prattville AL 2005 Cobbs Ford Rd",susantaylor@synovus.com,,Salesforce
11002900,Inactive Investor,Juan Pajon,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",juan.pajon@bofa.com,,Salesforce
10510000,,Jonathan Donaldson,Wealth Management Advisor,IFG,jdonaldson@ifgbr.com,,List Import
10828213,Inactive Investor,Kyle Buchbach,Assistant Vice President;Wealth Management Analyst,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11048221,Inactive Investor,Bruce Meyers,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",bruce.meyers@rbc.com,,Salesforce
11104128,Inactive Investor,Rafael Velazquez-Borragan,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Las Vegas NV 7290 S Durango Dr",rafael.velazquez@wellsfargo.com,,Salesforce
11119666,Inactive Investor,Cameron Legvold,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9621624,,Willie Evans,,,willie@atkroofing.net,,List import
10817983,Inactive Investor,Arturo Perret-Gentil,,"Truist Investment Services, Inc. Fort Lauderdale FL 1200 Weston Rd",,,Salesforce
10802512,Inactive Investor,James Celico,Investment Advisor Representative,LPL Financial LLC North Kingstown RI Private Residence,james.celico@lpl.com,,Salesforce
10806153,Inactive Investor,Paul Galliano,Workplace Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",,,Salesforce
337758,,Dougal Williams,Chief Wealth Officer,"Vista Capital Partners, Inc.",dougal@vistacp.com,503-772-9500,Manual List Upload
10976308,Inactive Investor,Brandi Smith,,"Raymond James & Associates, Inc. Champaign IL 1103 W Windsor Rd",,,Salesforce
11139466,Inactive Investor,Robert Taggart,Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",rob.taggart@ampf.com,,Salesforce
9637698,,James Keegan,,,james.keegan@rfsuny.org,,List import
11015013,Inactive Investor,Brandon Lo,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",brandon.lo@prudential.com,,Salesforce
10989965,Inactive Investor,Paul Rodden,,"Hornor, Townsend & Kent, LLC Kansas City MO 10133 N Lane Dr",prodden@htk.com,,Salesforce
10614187,,Michael Reuben,Financial Advisor,,michael.reuben@wellsfargoadvisors.com,,List Import
9613704,,Ronald Holt,,,rholt@channingglobal.com,,List import
10891304,Inactive Investor,Nicholas Nemec,Financial Advisor,Edward Jones Punta Gorda FL 311 Taylor St,nicholas.nemec@edwardjones.com,,Salesforce
10992066,Inactive Investor,Zach Saalfeld,Investment Advisor Representative,"Voya Financial Advisors, Inc. Omaha NE 14301 FNB Pkwy",zach.saalfeld@voya.com,,Salesforce
11181171,Inactive Investor,Barrett Shirey,Financial Advisor,Edward Jones Durant OK 2427 W University Blvd,barrett.shirey@edwardjones.com,,Salesforce
9593158,,D D,,,sanook4589@gmail.com,,List import
10863574,Inactive Investor,John Link,Financial Advisor,The Wealth Consulting Group Irvine CA 18831 Bardeen Ave,jlink@wealthcg.com,,Salesforce
10973905,Inactive Investor,Arturo Jr Cabral,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10753968,Inactive Investor,William Peyton,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",william.peyton@wellsfargo.com,,Salesforce
10758058,Inactive Investor,Natalie Johnson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conroe TX 2900 W Davis St",nhill6@ml.com,,Salesforce
10970525,Inactive Investor,Tracey Gordineer,Chief Operating Officer;Financial Planner,Paramount Investment Advisors,tracey@paramountia.com,,Salesforce
10861095,Inactive Investor,Eric Chan,Assistant Vice President,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",,,Salesforce
11184656,Inactive Investor,David Tilghman,Financial Advisor;First Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,david.tilghman@morganstanley.com,,Salesforce
10881880,Inactive Investor,Nicholas Roberts,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10940336,Inactive Investor,Ifeanyi Ukatu,,"Wells Fargo Clearing Services, LLC Santa Monica CA 1300 4th St",ifeanyi.l.ukatu@wellsfargo.com,,Salesforce
10881160,Inactive Investor,Judith Nabower,Financial Advisor,Edward Jones Hastings NE 220 S Burlington Ave,judith.nabower@edwardjones.com,,Salesforce
11235640,Inactive Investor,Darin Souza,Partner;Wealth Manager,Catalytic Wealth Management,,,Salesforce
11756,,Daniel Bagdasarian,Senior Equity Analyst,Manulife Investment Management (US) LLC,dbagdasarian@manulifeam.com,1-414-604-5163,Database Upload
11022107,Inactive Investor,Elba Cruz Torres,,J.P. Morgan Securities LLC Kissimmee FL 860 Cypress Pkwy,elba.n.cruz@chase.com,,Salesforce
10974224,Inactive Investor,Marguerite Kachur,,"Pruco Securities, LLC. Blackwood NJ 1504 Blackwood Clementon Rd",marguerite.spica@prudential.com,,Salesforce
9609726,,Tran Thien Di,,,mrthiendi@gmail.com,,List import
11130169,Inactive Investor,Gail Simons,,Commonwealth Financial Network Tarrytown NY 660 White Plains Rd,gsimons@commonwealth.com,,Salesforce
10794807,Inactive Investor,Tiffany Myers,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,tiffany.myers@fidelity.com,,Salesforce
11102672,Inactive Investor,Alease Chabrak,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,alease.chabrak@morganstanley.com,,Salesforce
11178092,Inactive Investor,Hehui Zhang,,"Transamerica Financial Advisors, Inc Flushing NY 3907 Prince St",hehui.zhang@transamerica.com,,Salesforce
9566027,,William Y. Rice III,,,bill.rice3@eaglecapadvisors.com,,List import
10856079,Inactive Investor,George Rasher,Financial Advisor;Resident Manager;Vice President,Morgan Stanley Santa Barbara CA 1332 Anacapa St,george.rasher@morganstanley.com,,Salesforce
11105476,Inactive Investor,Tony Jung,Chief Compliance Officer;Chief Operating Officer,Spectrum Asset Management Inc,tony@myspectrum.com,,Salesforce
10644069,,Annette Findling,,,annette.findling@lpl.com,,List Import
372452,,Brian Robbins,,[Unknown],brob14@protonmail.com,,Salesforce
9610876,,Jeff Colby,,,moskwatv@yahoo.com,,List import
10947800,Inactive Investor,Jaron Poulson,Investment Advisor Representative,Commonwealth Financial Network Salt Lake City UT 5505 S 900 E,jpoulson@commonwealth.com,,Salesforce
10756006,Inactive Investor,Michael Herrman,Financial Consultant,LPL Financial LLC Wichita KS 3122 N Cypress St,michael.herrman@lpl.com,,Salesforce
10753969,Inactive Investor,Richard Ferrari,Financial Advisor,Edward Jones Wheaton IL 290 S County Farm Rd,richard.ferrari@edwardjones.com,,Salesforce
9555715,,Douglas Cion,,,dcion@hightoweradvisors.com,,List import
10928769,Inactive Investor,Michael Gaeta,Senior Manager,"TIAA-CREF Individual & Institutional Services, LLC Melville NY 58 S Service Rd",michael.gaeta@tiaa-cref.org,,Salesforce
10774541,Inactive Investor,Kristine Iverson,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,kristine.iverson@morganstanley.com,,Salesforce
10837839,Inactive Investor,Ahmet Kildis,Investment Executive,"Fifth Third Securities, Inc. Hudson FL 12231 US Hwy 19",ahmet.kildis@53.com,,Salesforce
11116559,Inactive Investor,Emily Turner,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,emily.turner@gs.com,,Salesforce
9619502,,sarmad amjed,,,sarmad.a.amjed@gmail.com,,List import
346288,,Stan Milkowski,"Sr. Manager, Group Benefits Services",Bac Capital Advisors Llc,smilkowski@baclink.com,206-625-1800,Manual List Upload
10782126,Inactive Investor,Paul Biafore,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",paul_biafore@ml.com,,Salesforce
9553422,,Charlotte Makgalane,,,makgalanecharlotte@gmail.com,,List import
10797731,Inactive Investor,John Giffin,Financial Advisor;Financial Professional,LPL Financial LLC Petaluma CA 1805 Wagner Ln,john.giffin@lpl.com,,Salesforce
10509979,,Blayne Simons,Managing Director,Hybrid Financial,bsimons@hybridfinancial.ca,,List Import
10986207,Inactive Investor,Wesley Aikens,Chief Compliance Officer;Manager;Owner,Sunglow Wealth Advisory LLC,,,Salesforce
10613330,,Eric Gioia,"Financial Advisor, Managing Director",,eric.gioia@ubs.com,,List Import
10909943,Inactive Investor,Sean Mullin,,LPL Financial LLC Sacramento CA 500 Capitol Mall,sean.mullin@lpl.com,,Salesforce
10914138,Inactive Investor,Morgan Cuthbertson,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
9578595,,Jorge Mir,,,miro.jorge@hotmail.com,,List import
10929399,Inactive Investor,Svetlana Chowdhury,Financial Planning Consultant,LPL Financial LLC Granada Hills CA 17352 Tennyson Pl,lana.chowdhury@lpl.com,,Salesforce
10830991,Inactive Investor,Michael Hrehowsik,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Matawan NJ 1116 State Rte 34",,,Salesforce
11173944,Inactive Investor,Cole Pappanduros,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cole_pappanduros@vanguard.com,,Salesforce
11014217,Inactive Investor,Tony Argo,Financial Representative,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",argo.tony@principal.com,,Salesforce
10796310,Inactive Investor,Melody Cole,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Uniontown PA 43 S Beeson Blvd,mfilicky@janney.com,,Salesforce
10775546,Inactive Investor,Jeffery King,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",jeffery.king@nm.com,,Salesforce
11112655,Inactive Investor,Carolyn Scott,,PFS Investments Inc. Columbus GA 233 12th St,carolyn.scott@primerica.com,,Salesforce
10754650,Inactive Investor,Rose Shor,Senior Client Service Associate,Morgan Stanley Orlando FL 201 E Pine St,rosemarie.shor@morganstanley.com,,Salesforce
11006745,Inactive Investor,Tony Britton,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,tbritton@primerica.com,,Salesforce
9415824,,Dede Robbins,,Kaplan Irrevocable Trust,drobbins@nalpakcapital.com,,List Import
11159150,Inactive Investor,Robert Fenby,,"Hornor, Townsend & Kent, LLC Inverness IL Private Residence",rfenby@htk.com,,Salesforce
9586332,,Brittany Gabelein,,,bgabelein@ft.newyorklife.com,,List import
10991235,Inactive Investor,Leann Gilmore,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Vancouver WA 1613 Broadway St",,,Salesforce
10882302,Inactive Investor,Kelsey Jung,Financial Advisor,Edward Jones Saint Louis MO 4329D Butler Hill Rd,kelsey.jung@edwardjones.com,,Salesforce
103340,,Zachary Leacox,,Norden,zleacox@yahoo.com,3216629429,Organic Search
11043579,Inactive Investor,Luidgi Faubert,Financial Advisor,"Ameriprise Financial Services, LLC Montclair NJ 75 Midland Ave",luidgi.a.faubert@ampf.com,,Salesforce
11196351,Inactive Investor,Joseph Sarrio,,State Farm VP Management Corp. Collierville TN 2085 E Winchester Blvd,,,Salesforce
10777002,Inactive Investor,Sherif Zaki,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,sherif.zaki@opco.com,,Salesforce
11254936,Inactive Investor,Ethan Millard,Director - Advisor Services,Teton Wealth Group LLC,ethan@retireteton.com,,Salesforce
10976651,Inactive Investor,Esther Miller-Smith,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",esther.miller-smith@prudential.com,,Salesforce
11143242,Inactive Investor,Matthew Tortorelli,,J.P. Morgan Securities LLC Tempe AZ 444 W Broadway Rd,,,Salesforce
9632219,,Derrick Jefferson,,,dewayne1177@gmail.com,,List import
11107902,Inactive Investor,Richard Perry,,PFS Investments Inc. Urbandale IA 3220 100th St,richard.perry@primerica.com,,Salesforce
11112620,Inactive Investor,Westley Bovee,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,,,Salesforce
11133092,Inactive Investor,Paul Ellington,Investment Advisor,Park Avenue Securities LLC Roswell GA 500 Sun Valley Dr,chris_ellington@glic.com,,Salesforce
10947396,Inactive Investor,Meagan Hammer,,J.P. Morgan Securities LLC New Lenox IL 611 E Lincoln Hwy,meagan.d.hammer@chase.com,,Salesforce
10903044,Inactive Investor,Marc Aiken,Branch Manager;Financial Consultant,"Securities Research, Inc. of Florida",maiken@securitiesresearch.com,,Salesforce
10963304,Inactive Investor,Brandon Reichert,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bowie MD 16901 Melford Blvd",brandon.reichert@tfaconnect.com,,Salesforce
10917575,Inactive Investor,Chikako Kashino,,Cetera Advisor Networks LLC Redondo Beach CA 121 W Torrance Blvd,kashinoc@ceteranetworks.com,,Salesforce
10826383,Inactive Investor,Mark Vamvaketis,Financial Advisor,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
11074779,Inactive Investor,John Wolkerstorfer,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 18200 45th Ave N",john.m.wolkerstorfer@ampf.com,,Salesforce
9560715,,Brent Weiss,,,brent@facetwealth.com,,List import
11157097,Inactive Investor,Brian Davis,,"U.S. Bancorp Investments, Inc. West Des Moines IA 225 50th St",,,Salesforce
9641951,,William Beynon,,,bill@capitalwealthadvisors.com,,List import
10937984,Inactive Investor,Bo Cochran,,"Allstate Financial Services, LLC Huntsville AL 117 Clinton Ave E",joshcochran@allstate.com,,Salesforce
11151950,Inactive Investor,Jason Milner,Consulting Group Analyst,Morgan Stanley Rochester NY 300 Linden Oaks,jason.milner@morganstanley.com,,Salesforce
11183778,Inactive Investor,Jeffrey Shirk,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ocean City NJ 800 Asbury Ave",jeffshirk@wfafinet.com,,Salesforce
11203739,Inactive Investor,Lindsey Almquist,,Goldman Sachs & Co.,,,Salesforce
25587,,John Ostrow,Analyst,PointState Capital LP,john.ostrow@pointstate.com,1-212-830-7000,Database Upload
11317673,Inactive Investor,Jaimin Patel,,Jaimin Patel,jrp281@gmail.com,7274812497,Salesforce
10656313,,Martin Quantz,,,martin.quantz@wellsfargoadvisors.com,,List Import
10992937,Inactive Investor,Timothy Schoeffler,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10815455,Inactive Investor,Steven Di Renzo,Account Vice President;Financial Advisor,UBS Financial Services Inc. Fort Wayne IN 200 E Main St,steven.direnzo@ubs.com,,Salesforce
10915752,Inactive Investor,Tina Moody,,"Raymond James Financial Services, Inc. Mobile AL 3704 Dauphin St",tina.moody@raymondjames.com,,Salesforce
10818821,Inactive Investor,Jeremy Moritz,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",jeremy.moritz@nm.com,,Salesforce
10920685,Inactive Investor,Aubrey Carlisle,,GuideStone Financial Services,aubrey.carlisle@guidestone.org,,Salesforce
9597948,,James Mcgrath,,,jmcgrath@cassadyschillerwealth.com,,List import
11090816,Inactive Investor,Victoria Silaika,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",victoria.silaika@ml.com,,Salesforce
9625242,,Nolan Camacho,,,hafaadai1@yahoo.com,,List import
10907039,Inactive Investor,Larry Baugh,Founder;Investment Advisor;Owner;President,"Baugh & Associates, LLC",james@baughandassociates.com,,Salesforce
9544481,,Hao Liu,,,liuhao_a@126.com,,List import
11084616,Inactive Investor,Brian Bain,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",brian.bain@valic.com,,Salesforce
10909782,Inactive Investor,Robert Oldaker,Wealth Manager,Creative Planning,robert.oldaker@creativeplanning.com,,Salesforce
9565365,,Brian Tsang,,,msgbrian@hotmail.com,,List import
11072138,Inactive Investor,Kenneth Mogseth,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,kenneth.mogseth@morganstanley.com,,Salesforce
10925902,Inactive Investor,Ashton Iommi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10885572,Inactive Investor,Aubrie Hutzel,Owner;Trustee,Seven Springs Wealth Group Brentwood TN 340 Seven Springs Way,,,Salesforce
9585748,,Jamison Russ,,,jruss@massmutual.com,,List import
11102913,Inactive Investor,Erin Sibley,,Cetera Advisor Networks LLC Baton Rouge LA 8280 YMCA Plaza Dr,,,Salesforce
11218309,,Jeffrey Schrom,,,jschrom@rwbaird.com,,List Import
10923972,Inactive Investor,Damon Schimming,Financial Advisor,LPL Financial LLC Wichita KS Private Residence,damon.schimming@lpl.com,,Salesforce
11238907,Inactive Investor,Kenneth Mayne,,Sds Real Estate Advisors,ken@sdsrea.com,,Salesforce
9589537,,Domas Diliunas,,,domas@lkiconsulting.org,,List import
10904485,Inactive Investor,Dirk Brown,,LPL Financial LLC Griffith IN 237 N Broad St,dirk.brown@lpl.com,,Salesforce
11066709,Inactive Investor,Eric Morin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9562336,,Rafael Siqueira Rodrigues,,,siqueirarodrigues@hotmail.com,,List import
9602180,,Irene Gill,,,irene.gill@kestrafinancial.com,,List import
11089730,Inactive Investor,Urban Adams,Investment Advisor,Dynamic Wealth Advisors Gilbert AZ 1455 W Elliot Rd,urban.adams@dynamicwealthadvisors.com,,Salesforce
146468,,Kevin Ross,,[Unknown],kevin.ross@coindesk.com,,Event
9578618,,Steven Rosen,,,steven@greenlightcapital.com,,List import
11059678,Inactive Investor,Houston Potts,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,houston_potts@vanguard.com,,Salesforce
10871041,Inactive Investor,Mark Maurer,,"Capital Investment Group, Inc. Tampa FL 3709 W Jetton Ave",,,Salesforce
10983037,Inactive Investor,Collin Lythgoe,Financial Advisor,Thrivent Investment Management Inc. Duncansville PA 117 Olde Farm Office Rd,collin.lythgoe@thrivent.com,,Salesforce
10857400,Inactive Investor,John Vancamp,Financial Advisor,Edward Jones Rochester MN 2518 Superior Dr NW,john.vancamp@edwardjones.com,,Salesforce
11260013,Inactive Investor,Yash Goyal,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
9598852,,Shawn Mclaughlin,,,smclaughlin@mclaughlinryder.com,,List import
10788879,Inactive Investor,Thomas Lee,Business Development Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 7100 Northland Cir N",thomas.d.lee@ampf.com,,Salesforce
11191906,Inactive Investor,Brett Krill,,Commonwealth Financial Network,bkrill@commonwealth.com,,Salesforce
11188113,Inactive Investor,Caleb Klein,,"MML Investors Services, LLC Wichita KS 6530 E 13th St N",cklein@financialguide.com,,Salesforce
9636082,,James Macnevin,,,james_macnevin@ssga.com,,List import
11102924,Inactive Investor,Cori Clemens,,PFS Investments Inc. Goodyear AZ 250 N Litchfield Rd,cori.clemens@primerica.com,,Salesforce
10753605,Inactive Investor,Harrison Greenberg,Director - Business Development;Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
345547,,Thomas Blumenthal,Partner,"The Baupost Group, L.l.c.",thomasblumenthal@baupost.com,617-210-8300,Manual List Upload
245954,,Not Provided,Journalist,CoinDesk,jesse.hamilton@coindesk.com,,Manual List Upload
11171811,Inactive Investor,Trae Dutton,,J.P. Morgan Securities LLC Baltimore MD 100 S Charles St,trae.dutton@jpmorgan.com,,Salesforce
10818074,Inactive Investor,Berge Avedisian,,"Avantax Investment Services, Inc. New York NY 45 Rockefeller Plz",,,Salesforce
9636205,,Jerry Swank,Limited Partner,NXG Investment Management,jswank@swankcapital.com,,List import
11180945,Inactive Investor,Michael Boulos,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Brevard NC 9 Park Pl W",michael.boulos@stifel.com,,Salesforce
41758,,Scott Kesten,Vice President,PNC Investments,scott.kesten@pnc.com,800-762-6111,
10957950,Inactive Investor,Dana Cosper,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10982969,Inactive Investor,James Miller,Senior Financial Advisor,"EverSource Wealth Advisors, LLC",,,Salesforce
11012133,Inactive Investor,Terry Grissom,Financial Representative,MWA Financial Services Inc. Marion IL 201 W Main St,terry.grissom@modern-woodmen.org,,Salesforce
11128819,Inactive Investor,Jason Hutira,,PFS Investments Inc. Frackville PA 25 S Lehigh Ave,jhutira@primerica.com,,Salesforce
11054472,Inactive Investor,Tiffany Apsitis,,State Farm VP Management Corp. Ann Arbor MI 1935 Pauline Blvd,,,Salesforce
9550814,,Andrew Gay,,,agay@veritionfund.com,,List import
10862166,Inactive Investor,Nicole Barrett,Financial Advisor,Edward Jones Asheville NC 53 N Market St,nikki.barrett@edwardjones.com,,Salesforce
9415783,,Suheil Khuri,,"Advanced Structuring, LLC",suheil123@aol.com,,List Import
11178185,Inactive Investor,Krista Young,Administrative Assistant,"Wells Fargo Clearing Services, LLC Saint George UT 1 S Main St",krista.young@wellsfargo.com,,Salesforce
10785620,Inactive Investor,Joshua Schwimmer,,Goldman Sachs & Co.,joshua.schwimmer@gs.com,,Salesforce
9568702,,Dennis -,,,brook967@sbcglobal.net,,List import
10488024,,Andrew Kacz,,"Osaic Wealth, Inc.",akacz0916@gmail.com,,List Import
10857269,Inactive Investor,William Traer,Director - Mergers and Acquisitions,Merit Financial Advisors Jacksonville FL 8826 Goodbys Executive Dr,btraer@meritfa.com,,Salesforce
11110366,Inactive Investor,David Midkiff,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lynchburg VA 1200 Commerce St",,,Salesforce
78953,,Eric Stockley,,The Huntington Investment Company,eric.stockley@huntington.com,800-322-4600,
10789445,Inactive Investor,Cordelia Lo,Senior Vice President;Senior Wealth Advisor,Citigroup Global Markets Inc. Torrance CA 3812 Sepulveda Blvd,cordelia.lo@citi.com,,Salesforce
11082293,Inactive Investor,Terrance Luke,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,tluke@primerica.com,,Salesforce
10795336,Inactive Investor,Scott Gidley,,United Planners' Financial Services of America A Limited Partner Austin TX 507 Copperleaf Rd,sagidley@unitedplanners.com,,Salesforce
223919,,Doohwi Cha,Senior Manager / Portfolio Manager,Mirae Asset Daewoo,doohwi.cha@miraeasset.com,,
11075198,Inactive Investor,Lance Bylow,Managing Director;Private Banker,Citigroup Global Markets Inc. Greenwich CT Private Residence,,,Salesforce
10895755,Inactive Investor,Bryan Green,,"HighTower Securities, LLC Wichita KS 8301 E 21st St N",bgreen@hightoweradvisors.com,,Salesforce
11161129,Inactive Investor,John Carnes,Financial Planner;Senior Vice President - Wealth Management,Morgan Stanley Cincinnati OH 221 E 4th St,john.w.carnes@morganstanley.com,,Salesforce
10782388,Inactive Investor,James Riley,Investment Executive,"Fifth Third Securities, Inc. West Chester OH 7810 Tylersville Square Dr",,,Salesforce
9621937,,Aninya Pandey,,,tulikapakhwal@gmail.com,,List import
11055394,Inactive Investor,Ronald Jones,Vice President,PFS Investments Inc. Saint Petersburg FL 150 Pinellas Bayway S,rjones.hvem9@primerica.com,,Salesforce
10819908,Inactive Investor,David Lieberman,Director;Managing Member,"Advisors Capital Management, LLC",david.lieberman@advisorscenter.com,,Salesforce
11038588,Inactive Investor,Alex Beda,,"Wells Fargo Clearing Services, LLC Boulder CO 1242 Pearl St",,,Salesforce
10613616,,Jonathan Barter,"Financial Advisor, Managing Director - Wealth Management",,jonathan.barter@ubs.com,,List Import
11003795,Inactive Investor,Juliann Trester,,"ValMark Securities, Inc. Cincinnati OH 4605 E Galbraith Rd",,,Salesforce
10763053,Inactive Investor,Robert Dunlap,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Manchester NH 1155 Elm St,robert.dunlap@morganstanley.com,,Salesforce
10839878,Inactive Investor,Mari Zayas-Bazan,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,mari.zayasbazan@ubs.com,,Salesforce
10984113,Inactive Investor,Aaron Dilliplane,Associate Representative,Thrivent Investment Management Inc. Hummelstown PA 20 W Main St,aaron.dilliplane@thrivent.com,,Salesforce
11233054,Inactive Investor,Kimber Toerge,,"Osaic Wealth, Inc. San Clemente CA 616 S El Camino Real",,,Salesforce
9567467,,Jody Allen,,,jodyp@vulcan.com,,List import
11220485,,Kenneth Korngiebel,,,kkorngiebel@wasatchglobal.com,,Other
11029790,Inactive Investor,William Wolbrecht,Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",ric.wolbrecht@raymondjames.com,,Salesforce
343726,,Valerie Bogdan-Powers,"Vice President, Employee Benefits Services",Horan Wealth Management,vbogdan-powers@horanassoc.com,513-745-0707,Manual List Upload
10835992,Inactive Investor,Julie Rodgers,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",julie.rodgers@ml.com,,Salesforce
10511361,,rob db,,,rob.dobosbubno@ms.com,,Web Form Fillout
10876995,Inactive Investor,John Dorn,Chief Compliance Officer;Compliance Manager;Financial Planner;Tax Specialist,"CAFG Wealth Management, Inc.",,,Salesforce
10817268,Inactive Investor,Todd Gavelek,Financial Consultant Associate,PNC Investments Baltimore MD 1 E Pratt St,todd.gavelek@pnc.com,,Salesforce
337737,,Jacob Ranallo,Portfolio Management,Vector Wealth Management,jakeranallo@vectorwealth.com,612-378-7560,Manual List Upload
9555551,,Abdul Buridi,,,abdulburidi@gmail.com,,List import
9594172,,Robert Higginbotham,,,robert.higginbotham@troweprice.com,,List import
345179,,Lisa Yoest,Vice President,"Baker & Yoest Investment Advisers, Inc.",lisa.yoest@ceterafs.com,847-504-1455,Manual List Upload
11071937,Inactive Investor,Peter Hanson,,J.P. Morgan Securities LLC Morrisville PA 940 Vansant Dr,,,Salesforce
10796534,Inactive Investor,Nicholas Charette,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,nicholas.charette@morganstanley.com,,Salesforce
9627174,,Oshell Terry,,,jeanterry444@gmail.com,,List import
11195452,Inactive Investor,Peter Mersberger,Managing Partner,Merit Financial Advisors Sheboygan Falls WI 517 Monroe St,pmersberger@meritfa.com,,Salesforce
11008805,Inactive Investor,Tanner Sprinkel,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
147128,,Scott Brown,,[Unknown],scott.edward.brown@gmail.com,,Paid Search
9637828,,Thomas Bailey,,,thomas.nathan.bailey@gmail.com,,List import
11212980,Inactive Investor,Todd Muncy,,Fidelity Brokerage Services LLC South Jordan UT 1421 W Palmer Park Ln,,,Salesforce
10832487,Inactive Investor,Cara Blanton,,"Raymond James Financial Services, Inc. Forest City NC 124 Yarboro St",cara.blanton@raymondjames.com,,Salesforce
10885347,Inactive Investor,Michael Messinger,Associate,Morgan Stanley New York NY 101 Park Ave,,2125031043,Salesforce
11045968,Inactive Investor,Carol Mikesell,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,carol.mikesell@primerica.com,,Salesforce
9636993,,James Oakley,,,joakley@oxbowadv.com,,List import
11050546,Inactive Investor,Christopher Covello,,"MML Investors Services, LLC",,,Salesforce
10617862,,John Glasgow,,,john_e_glasgow@ml.com,,List Import
11119215,Inactive Investor,Jay Carnahan,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,jay.carnahan.r896@statefarm.com,,Salesforce
11067427,Inactive Investor,Brandon Rhine,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",brandon.rhine@nm.com,,Salesforce
11165288,Inactive Investor,Andrea Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11150221,Inactive Investor,Ally Li,,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",ally.li@wellsfargo.com,,Salesforce
10759827,Inactive Investor,Aaron Watts,,Deutsche Bank Securities Inc.,,,Salesforce
10771390,Inactive Investor,Lee Ellis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",lee_h.ellis@ml.com,,Salesforce
10587277,,Pepiamin Pincu,,,maiarpepe@gmail.com,,Web Form Fillout
152138,,Mutlu Mutlu,,[Unknown],mutlusengul89@gmail.com,,Organic Search
10924992,Inactive Investor,Maria Myers,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11104838,Inactive Investor,Sarah Ogle,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",sarah.ogle@equitable.com,,Salesforce
229619,, -,,[[Unknown]],wyrypp@gmail.com,,
11185859,Inactive Investor,Michael Carmody,Member,"Foresight Investment Advisors, LLC",michael@foresightia.com,,Salesforce
9617610,,Philip Reuter,,,philip.reuter.c3oc@statefarm.com,,List import
240086,,Scott Yi,Wealth Advisor,Perigon Wealth Management,scott.yi@perigonpartners.com,831-333-0963,Database Upload
7985283,,Philip Hess,,,rarogo3205@aicogz.com,,Web Form Fillout
10962314,Inactive Investor,Elena Messuro,Analyst;Wealth Management Analyst,UBS Financial Services Inc.,,,Salesforce
11141504,Inactive Investor,Christopher Wolff,,"Osaic Wealth, Inc. Berwyn PA 1205 Westlakes Dr",,,Salesforce
11027430,Inactive Investor,Adam Bott,,LPL Financial LLC Fort Collins CO 2580 E Harmony Rd,adam.bott@lpl.com,,Salesforce
11077947,Inactive Investor,Chinh Nguyen,,"Raymond James Financial Services, Inc. Tacoma WA 1301 A St",chinh.nguyen@raymondjames.com,,Salesforce
10859219,Inactive Investor,Carolyn Ozcan,Chief Compliance Officer;Principal,"Ithaka Financial Planning, LLC",carolyn@ithakafp.com,,Salesforce
10795951,Inactive Investor,Nancy Wong,,"Ameriprise Financial Services, LLC Syosset NY 6900 Jericho Tpke",nancy.c.wong@ampf.com,,Salesforce
10986702,Inactive Investor,Brandon Knop,,Cetera Advisor Networks LLC Greenwood IN 622 N Madison Ave,brandon.knop@ceterawealth.com,,Salesforce
235900,, -,,[[Unknown]],rhettbaird@gmail.com,,
10956275,Inactive Investor,Brandon Collins,,LPL Financial LLC Memphis TN 5855 Ridge Bend Rd,brandon.collins@lpl.com,,Salesforce
10539811,Active Investor,PARTHA Chatterjee,,Fidelity Rollover IRA FBO Partha Chatterjee,pchatterjee@gmail.com,13107011119,Salesforce
10865863,Inactive Investor,Samuel Rao,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,samuel.rao@jpmorgan.com,,Salesforce
10983682,Inactive Investor,Kevin Voelling,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 711 Bestgate Rd",kevin.1.voelling@ampf.com,,Salesforce
9592496,,Aaron Mayers,,,amayers26@live.com,,List import
11151355,Inactive Investor,Debora Mock,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",debora.f.mock@wellsfargoadvisors.com,,Salesforce
11125725,Inactive Investor,Anne Versnik,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10897511,Inactive Investor,Lee Amiot,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",lee.a.amiot@ampf.com,,Salesforce
9580563,,Carl Eberspacher,,,ceberspacher@aicinvest.com,,List import
10988103,Inactive Investor,Lillian Felte,,LPL Financial LLC Kailua Kona HI 75-1000 Henry St,lillian.felte@lpl.com,,Salesforce
340835,,Tina Li,"Associate, Private Assets","Morgan Creek Capital Management, Llc",tli@morgancreekcap.com,919-933-4004,Manual List Upload
10796864,Inactive Investor,Maria Bielow,Chief Compliance Officer;Chief Financial Officer,Evensky & Katz/Foldes Wealth Management,mbielow@evensky.com,,Salesforce
11106559,Inactive Investor,Joshua Hill,,"Raymond James Financial Services, Inc. Overland Park KS 10985 Cody St",joshua.hill@raymondjames.com,,Salesforce
9542613,,herbert_okoye@yahoo.com Okoye,,,herbert_okoye@yahoo.com,,List import
11101294,Inactive Investor,Jeffrey Parks,Financial Advisor,"Synovus Securities, Inc. Palm Harbor FL 32845 US Hwy 19 N",jeffparks@synovus.com,,Salesforce
10991052,Inactive Investor,Jonathan Van Kirk,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",,,Salesforce
11084269,Inactive Investor,Deborah Long,,"Osaic Wealth, Inc.",,,Salesforce
11170313,Inactive Investor,Julio Lopez,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,julio.lopez@primerica.com,,Salesforce
10779833,Inactive Investor,Jeremy Michelman,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,jeremy.michelman@edwardjones.com,,Salesforce
10926578,Inactive Investor,Janany Subra,,Goldman Sachs & Co.,,,Salesforce
10972069,Inactive Investor,Tammy Szymanski,,"U.S. Bancorp Investments, Inc. Wausau WI 401 N 5th St",tammy.szymanski@usbank.com,,Salesforce
10849442,Inactive Investor,Daniel Ishee,,LPL Financial LLC Wadsworth OH 145 Akron Rd,daniel.ishee@lpl.com,,Salesforce
10766936,Inactive Investor,Jonathan Bassham,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Dallas TX 2121 N Pearl St,jonathan.bassham@morganstanley.com,,Salesforce
10895903,Inactive Investor,Hunter Gonce,Senior Manager,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11150007,Inactive Investor,Brian Olson,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10900529,Inactive Investor,Monte Zilmer,Financial Advisor,Edward Jones Queen Creek AZ 18471 E Queen Creek Rd,monte.zilmer@edwardjones.com,,Salesforce
352604,,Leigh Bivings,Founder,Artemis Financial Advisors,lbivings@artemisadvisors.net,617-542-2420,Manual List Upload
10841764,Inactive Investor,Thomas Seifert,,LPL Financial LLC Scottsdale AZ 6909 E Greenway Pkwy,tom.seifert@lpl.com,,Salesforce
9574652,,kharisma Risma,,,kharismadakspasir56788@gmail.com,,List import
11148874,Inactive Investor,Anthony Titus,,"Bankers Life Securities, Inc. Parkersburg WV 200 Star Ave",anthony.titus@bankerslife.com,,Salesforce
11054982,Inactive Investor,Christopher Pierce,,"American Portfolios Financial Services, Inc. Fort Wayne IN 11130 Coldwater Rd",cpierce@americanportfolios.com,,Salesforce
190670,,John Russell,"Founder, President",The Advisors Group,john@theadvisorsgroup.net,806-794-3848,Event
10911851,Inactive Investor,Danna Raube,,Cetera Investment Services LLC Franklin TN Private Residence,,,Salesforce
11202988,Inactive Investor,Karen Ysaguirre,,"Wells Fargo Clearing Services, LLC El Segundo CA 309 N Sepulveda Blvd",,,Salesforce
11060057,Inactive Investor,Sean Cain,,PNC Investments Pittsburgh PA 249 5th Ave,sean.cain@pnc.com,,Salesforce
10811381,Inactive Investor,Lisa Norcia-Appelbaum,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",lnorcia-appelbaum@mesirowfinancial.com,,Salesforce
334833,,John Lin,"Managing Director, Head Of Business Development","Telligent Investment Management, Llc",john.lin@tellcap.com, -501034,Manual List Upload
10925029,Inactive Investor,John Laughlin,,"Allstate Financial Services, LLC Washington DC 4545 42nd St NW",johnlaughlin@allstate.com,,Salesforce
10966517,Inactive Investor,Kevin Richardson,Financial Professional,"Equitable Advisors, LLC Syracuse NY 120 Madison St",kevin.richardson@equitable.com,,Salesforce
6868867,,rft dcf,,,mofayox491@wireps.com,,Web Form Fillout
10864801,Inactive Investor,Stephanie Lyman,Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,stephanie.lyman@jpmorgan.com,,Salesforce
11211063,Inactive Investor,Rosemary Tomassi,,"American Portfolios Financial Services, Inc. Pittsburgh PA 2000 Smallman St",rtomassi@americanportfolios.com,,Salesforce
9585548,,julian perry,,,julianperry44@gmail.com,,List import
9593228,,Eli Butnaru,,,ebutnaru@morawealth.com,,List import
245867,,Not Provided,Reporter/Researcher,MLex,laina.miller@mlex.com,,Manual List Upload
238913,,George Mirth,,United States,gmirth@gmail.com,,
11188935,Inactive Investor,Gail Good,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",gail.l.good@ml.com,,Salesforce
11169614,Inactive Investor,Jerome Lynch,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,jerome.lynch@fidelity.com,,Salesforce
11054204,Inactive Investor,Stuart Kaiser,,Citigroup Global Markets Inc.,stuart.kaiser@citigroup.com,,Salesforce
11015740,Inactive Investor,Gregory Anderson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10910957,Inactive Investor,Trisha Farver,,The Huntington Investment Company Loveland OH 12200 Montgomery Rd,trisha.silkauskas@huntington.com,,Salesforce
11202974,Inactive Investor,Jeffrey Schwedhelm,,"Wells Fargo Clearing Services, LLC Rocklin CA 4804 Granite Dr",jeffrey.t.schwedhelm@wellsfargo.com,,Salesforce
10873825,Inactive Investor,James Bauer,,"J.W. Cole Financial, Inc. Lake Placid FL Private Residence",,,Salesforce
11010181,Inactive Investor,Peter Stankiewicz,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,peter.stankiewicz@primerica.com,,Salesforce
9541137,,Beth Doehler,,,beth.doehler@tfaconnect.com,,List import
11137278,Inactive Investor,John Faith,Financial Advisor,"Pruco Securities, LLC. Morgantown WV Private Residence",john.faith@prudential.com,,Salesforce
10920865,Inactive Investor,Roy Carrera,Financial Planner,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",roy.carrera@prudential.com,,Salesforce
9635907,,James Mcdonald,,,jmcdonald@hallidayfinancial.com,,List import
11016158,Inactive Investor,Lauren Staudt,,Vanguard Marketing Corporation,lauren_staudt@vanguard.com,,Salesforce
9646549,,Victor Chan,,,uneplained@gmail.com,,List import
10774899,Inactive Investor,Roberto Roson,,UBS Financial Services Inc.,roberto.roson@ubs.com,,Salesforce
10971531,Inactive Investor,Candace Johnson,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10793120,Inactive Investor,Kurt Klimenko,Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,kurt.klimenko@jpmorgan.com,,Salesforce
9602393,,wu zhenhua,,,wzh369258@gmail.com,,List import
10812460,Inactive Investor,Jeffrey Castolene,National Sales Director,PFS Investments Inc. Bountiful UT 551 W 2600 S,jeffrey.castolene@primerica.com,,Salesforce
10856723,Inactive Investor,Marshall James,Financial Advisor,LPL Financial LLC Norco CA Private Residence,marshall.james@lpl.com,,Salesforce
230553,, -,,[[Unknown]],abubakarrabiu843@gmail.com,,Paid Search
11161841,Inactive Investor,Jeromy Barton,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",jeromy.barton@td.com,,Salesforce
11091377,Inactive Investor,Charles Immekus,Financial Advisor,"Independent Financial Group, LLC Lodi CA 431 S Ham Ln",,,Salesforce
10823614,Inactive Investor,Nicholas Downey,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",nicholas_downey@ml.com,,Salesforce
11260751,Inactive Investor,John Salazar,,"St. Bernard Financial Services, Inc.",,,Salesforce
11260351,Inactive Investor,Matthew Hulse,,"Osaic Wealth, Inc. Tulsa OK 36 E Cameron St",,,Salesforce
234996,, -,,[[Unknown]],haroldewe@aol.com,,
10975669,Inactive Investor,Drew Erickson,Financial Advisor,"5 Stone Financial Group, LLC Thief River Falls MN 302 3rd St E",drew@5stonefinancial.com,,Salesforce
10864642,Inactive Investor,Edward Goldstein,President,"Financial Life Planning, LLC",,,Salesforce
10804788,Inactive Investor,Paul Carey,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,paul.carey@fidelity.com,,Salesforce
10849539,Inactive Investor,Martin Noble,Financial Advisor,Edward Jones Palm Springs CA 500 S Palm Canyon Dr,martin.noble@edwardjones.com,,Salesforce
10774792,Inactive Investor,William Bard,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",william.bard@rbc.com,,Salesforce
10902461,Inactive Investor,Bryce Hoffman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",bryce.hoffman@ml.com,,Salesforce
11022356,Inactive Investor,Preston Sartelle,,"M Holdings Securities, Inc. Birmingham AL 850 Shades Creek Pkwy",,,Salesforce
10794960,Inactive Investor,Christopher Wright,,Cetera Financial Specialists LLC Boones Mill VA 7585 Franklin Rd,christopher.wright@ceterafs.com,,Salesforce
10753160,Inactive Investor,Jesse Cohen,Financial Advisor,Morgan Stanley Shrewsbury NJ 1030 Broad St,jesse.cohen@morganstanley.com,,Salesforce
9636307,,Derrick Allen,,,dallen@themosaicgroupllc.com,,List import
11070889,Inactive Investor,Leonard Mitchell,Principal;Senior Portfolio Manager,"Meritage Portfolio Management, Inc.",lmitchell@meritageportfolio.com,,Salesforce
9566506,,George Zook,,,gzook@ambassadoradvisors.com,,List import
11024299,Inactive Investor,Steven Griffiths,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",,,Salesforce
10809679,Inactive Investor,Mark Horman,Financial Advisor,LPL Financial LLC Columbia SC 250 Berryhill Rd,mark.horman@lpl.com,,Salesforce
11212967,Inactive Investor,David Drummond,,PlanMember Securities Corporation Fort Lauderdale FL 2771 Executive Park Dr,,,Salesforce
9545679,,Peter Hall,,,phall@massmutual.com,,List import
11073924,Inactive Investor,Miriam Crank,,"Wells Fargo Advisors Financial Network, LLC Elizabeth City NC 113 S Water St",miriam.moore@wellsfargoadvisors.com,,Salesforce
10918348,Inactive Investor,Brett Kraimer,,Commonwealth Financial Network Frederick MD 220 W Patrick St,bkraimer@commonwealth.com,,Salesforce
9567494,,Timothy Carlson,,,timothy.carlson@ifpadvisor.com,,List import
11211466,Inactive Investor,Kenneth Maahs,,"Osaic Wealth, Inc. Worthington MN 921 4th Ave",,,Salesforce
9576027,,Christian Raisakis,,,christian.aven69@gmail.com,,List import
347828,,Gregory Milla,,[Unknown],g.milla@accuria.io,,source
10905885,Inactive Investor,Cesar Marmolejo,,PFS Investments Inc. Wildomar CA 36330 Hidden Springs Rd,cesar.marmolejo@primerica.com,,Salesforce
10604521,,Yasmine Bonilla,Investment Advisor,Raymond James,yasmine.bonilla@raymondjames.com,7038473716,List Import
11088230,Inactive Investor,Scott Braden,,"Fifth Third Securities, Inc. Circleville OH 159 E Main St",scott.braden@53.com,,Salesforce
9584041,,Chuck Maggiorotto,,,cmaggiorotto@towerwealthmanagers.com,,List import
10825201,Inactive Investor,James Sullivan,,"Cambridge Investment Research, Inc.",dsullivan@cir2.com,,Salesforce
9544184,,?? ?,,,longfei5112154@gmail.com,,List import
9580208,,Christopher Madia,,,cmadia@ayco.com,,List import
10603679,,Theo Cambilis,"Chief Executive Officer, Founder, Managing Partner","Circle Wealth Management, LLC",tcambilis@circlewm.com,908-206-1306,List Import
11086322,Inactive Investor,William Rumple,Financial Advisor,Edward Jones Floyds Knobs IN 710 Highlander Point Dr,brad.rumple@edwardjones.com,,Salesforce
11073734,Inactive Investor,Brad Zoltak,Senior Research Analyst,Renaissance Investment Management,bz@reninv.com,,Salesforce
10876230,Inactive Investor,Nickolas Hankerson,Financial Planner,PlanMember Securities Corporation Lake Oswego OR 16577 Boones Ferry Rd,,,Salesforce
9579110,,G Ghent,,,gsg2012@yahoo.com,,List import
10387642,,Marco Calicchia,,,marco.calicchia@gmail.com,,Web Form Fillout
10647998,,Andrew Kim,,,andrew.kim@fmr.com,,List Import
10810385,Inactive Investor,Robin Davis,Branch Office Manager,LPL Financial LLC Clarksville TN 310 N 1st St,robin.davis@lpl.com,,Salesforce
11194318,Inactive Investor,David Lacroix,Financial Advisor,"Osaic Wealth, Inc. Torrance CA 25500 Hawthorne Blvd",,,Salesforce
1001293,Inactive Investor,Ophelia Snyder,,Amun,ophelia@amun.com,,3rd Party Lead Gen
107325,,Brian Frost,,Compass Point Holdings LTD,drfn6098@icloud.com,2267528898,
10919632,Inactive Investor,Melvin Weinberg,,"Allstate Financial Services, LLC Henderson NV 2990 Sunridge Heights Pkwy",melvinweinberg@allstate.com,,Salesforce
11100621,Inactive Investor,David Gaster,,Fidelity Brokerage Services LLC,,,Salesforce
9596407,,Leonard Skiena,,,len@srschill.com,,List import
10895326,Inactive Investor,Cameron Dechesaro,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10988439,Inactive Investor,Richard Miller,,State Farm VP Management Corp. Niles OH 639 Robbins Ave,,,Salesforce
11208530,Inactive Investor,Muhammad Toppa,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10614189,,Richard Jessup,"Financial Advisor, First Vice President, Investment Officer",,andrew.jessup@wellsfargoadvisors.com,,List Import
11222524,,Lyle Poncher,,,lyle@voyagermgt.com,,List import
10800521,Inactive Investor,Stephanie Cohen,,Goldman Sachs & Co.,stephanie.spector@gs.com,,Salesforce
11100073,Inactive Investor,Stephen Sturkie,Wealth Advisor,"Osaic Wealth, Inc. Lexington SC 1315 N Lake Dr",ssturkie@osaicwealth.com,,Salesforce
10783078,Inactive Investor,Joseph Covey,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,joe.covey@ubs.com,,Salesforce
11124314,Inactive Investor,Donald Larkin,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",don.larkin@nm.com,,Salesforce
10988088,Inactive Investor,Jami Nolan,,"Stifel, Nicolaus & Company, Incorporated",nolanj@stifel.com,,Salesforce
10920748,Inactive Investor,Julie Jeno,Financial Planning Assistant;Paraplanner,"Ameriprise Financial Services, LLC West Des Moines IA 1200 Valley W Dr",julie.a.jeno@ampf.com,,Salesforce
9641962,,Andrea Shieh,,,ashieh@boulevardfw.com,,List import
9605676,,Angie Carroll,,,carroll@dhfb.com,,List import
9568819,,Christopher Staub,,,chris.staub@thecapgroup.net,,List import
9572508,,Douglas Garber,,,douglas.garber@surveyor-capital.com,,List import
11157589,Inactive Investor,Cynthia Sellers,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",cindy_sellers@ml.com,,Salesforce
11027616,Inactive Investor,Donald Karpick,Associate Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1375 E Woodfield Rd",donald.m.karpick@ampf.com,,Salesforce
11254061,Inactive Investor,Druery Holloway,,"Voya Financial Advisors, Inc. Ridgefield CT Private Residence",,,Salesforce
10956060,Inactive Investor,Ethan Miller,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",ethan.miller@nm.com,,Salesforce
11209492,Inactive Investor,Peter Mortinsen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11087016,Inactive Investor,Patrick Scanlan,,Thrivent Investment Management Inc. Bothell WA 15117 Main St,,,Salesforce
10952423,Inactive Investor,Jackson Boyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",jackson.boyer@ml.com,,Salesforce
10971194,Inactive Investor,Gaston Escudero,,"Concorde Investment Services, LLC Irvine CA 300 Spectrum Center Dr",,,Salesforce
10953473,Inactive Investor,Matthew Roberts,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
10958846,Inactive Investor,Carlton Murrill,,Vanguard Marketing Corporation,carlton_murrill@vanguard.com,,Salesforce
11133043,Inactive Investor,Ingrida Dodic,Financial Advisor,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,ingrida.dodic@jpmorgan.com,,Salesforce
191118,,Roger Hay,,[Unknown],ms.viljen@gmail.com,,
11018911,Inactive Investor,Ghia-Del Dela Pena,,PFS Investments Inc. Aiea HI 98-025 Hekaha St,ddela-pena@primerica.com,,Salesforce
10839756,Inactive Investor,Steven Kerston,Financial Advisor,LPL Financial LLC Rohnert Park CA 250 Rohnert Park Expy,skerston@cusonet.com,,Salesforce
10962485,Inactive Investor,Mark Holton,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",,,Salesforce
10948001,Inactive Investor,Allison Siegel,Financial Advisor,PNC Investments Fort Wayne IN 445 W Coliseum Blvd,allison.siegel@pnc.com,,Salesforce
10796389,Inactive Investor,Scott Rath,Financial Advisor,"Ameriprise Financial Services, LLC Laurel NE 104 E 2nd St",scott.w.rath@ampf.com,,Salesforce
9613669,,Tom Frank,,,tbrother@protonmail.com,,List import
11180105,Inactive Investor,Mary Pratt,,"Stifel, Nicolaus & Company, Incorporated Pinehurst NC 7 Villiage Club Ct",prattw@stifel.com,,Salesforce
10857398,Inactive Investor,Michael White,Advisor,GWN Securities Inc. Owasso OK 14501 E 89th St N,mwhite@gwnsecurities.com,,Salesforce
352970,,Adam Steiner,.,Beachwold Residential,asteiner@beachwold.com,,Event
11295221,,Edwin Buhler,,,milkmaned72@gmail.com,,Web Form Fillout
10984171,Inactive Investor,Rick Hussel,,"Cambridge Investment Research, Inc. Leitchfield KY 715 Mill St",,,Salesforce
10841939,Inactive Investor,Jeffrey Jacobs,Financial Advisor,"Pruco Securities, LLC. Fairfield NJ 110 Little Falls Rd",jeffrey.jacobs@prudential.com,,Salesforce
10866386,Inactive Investor,Kevin Sullivan,Senior Vice President,Wintrust Investments LLC,ksulliv2@wintrustwealth.com,,Salesforce
11011200,Inactive Investor,Robert Wedeking,Chief Investment Officer;Partner,Geller Advisors LLC,rwedeking@gellerco.com,,Salesforce
11195469,Inactive Investor,Andrew McMorrow,Chief Executive Officer;Elected Manager;President;Regulatory Contact,Ballentine Partners,dmcmorrow@ballentinepartners.com,,Salesforce
11078735,Inactive Investor,Charles Fowler,Financial Services Representative,"Equity Services, Inc. Chicago IL 1 N Franklin St",cfowler@nationallife.com,,Salesforce
10866411,Inactive Investor,Art Cardenas,,LPL Financial LLC Rancho Cucamonga CA Private Residence,arthur.cardenas@lpl.com,,Salesforce
11201654,Inactive Investor,Mark Heath,Private Wealth Advisor,"Osaic FA, Inc. El Paso TX 4687 N Mesa St",mark.heath@lfg.com,,Salesforce
9611656,,Philippe Guenneugues,,,philippe.guenneugues@gmail.com,,List import
9582694,,Dana Baker,,,dana.r.baker@suntrust.com,,List import
11229030,Inactive Investor,Idrissa Diawara,,Edward Jones Englewood CO 6465 Greenwood Plaza Blvd,,,Salesforce
10853370,Inactive Investor,Nihara Gunasekera,,Jefferies LLC,ngunasekera@jefferies.com,,Salesforce
11022371,Inactive Investor,Glenn Bartlett,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11049402,Inactive Investor,Christopher Pataky,Business Development Manager;Investment Advisor,"Capital Investment Advisors, LLC Englewood CO 8101 E Prentice Ave",colorado@yourwealth.com,,Salesforce
9611385,,Ivan Vuksanovic,,,vuksanovic82@yahoo.com,,List import
10993849,Inactive Investor,Kathleen Davis,,"Raymond James & Associates, Inc.",kathleen.davis@raymondjames.com,,Salesforce
338429,,Rebecca Borton,,[Unknown],rebecca@mavenplanning.com,,Event
7246157,,F G,,,freddymack@hotmail.com,555-555-5555,Web Form Fillout
10896620,Inactive Investor,Andrew Cordell,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,andrew_cordell@glic.com,,Salesforce
11234515,Inactive Investor,Alvaro Sande,,North Capital Private Securities Corporation,,,Salesforce
9568437,,Gadiel Mendez,,,gigante07@hotmail.com,,List import
10859780,Inactive Investor,Kevin Terrell,,PFS Investments Inc.,kevin.terrell@primerica.com,,Salesforce
11137702,Inactive Investor,Keith Newman,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Fort Pierce FL 603 N Indian River Dr",keith.newman@stifel.com,,Salesforce
10955346,Inactive Investor,Kimberly Young,,Commonwealth Financial Network Henrico VA 2110 Ingleside Ave,kyoung@commonwealth.com,,Salesforce
10884137,Inactive Investor,Jewell Willis,,"Centaurus Financial, Inc. Virginia Beach VA 4389 Virginia Beach Blvd",,,Salesforce
9639579,,Teenie Hutchison,,,teenie.hutchison@splcenter.org,,List import
9577962,,Bernard Delacerda,,,bernarddelacerda@mac.com,,List import
10958197,Inactive Investor,Thomas Sagendorf,,Vanguard Marketing Corporation,thomas_sagendorf@vanguard.com,,Salesforce
10835578,Inactive Investor,Kyle Gilbertson,Client Specialist,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,kgilbertson@rwbaird.com,,Salesforce
9582382,,Jeff Maurer,,,maurer@evercore.com,,List import
122726,,Eric Amar,Principal,Crestwood Advisors,eamar@focuspartners.com,847-513-6300,Manual List Upload
9598654,,Stanley Hitchcock,,,hitchcock47@outlook.com,,List import
10975775,Inactive Investor,Tracy Hartsell,,"Principal Securities, Inc. Winston Salem NC 8606 N NC Hwy 109",hartsell.tracy@principal.com,,Salesforce
11149225,Inactive Investor,Robert Dotson,Financial Advisor,"Ameriprise Financial Services, LLC Hendersonville NC 16 Towne Place Dr",robert.j.dotson@ampf.com,,Salesforce
10814705,Inactive Investor,Thomas Drees,Financial Advisor;Global Sports and Entertainment Director;Managing Director;Senior Portfolio Management Director,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,thomas.drees@morganstanley.com,,Salesforce
11161598,Inactive Investor,Monika Mikiciuk,,"Empower Financial Services, Inc",,,Salesforce
9627875,,Enrique Medina,,,katuso04@gmail.com,,List import
10848471,Inactive Investor,Wyndal Hudson,,J.P. Morgan Securities LLC Houston TX 4056 Bellaire Blvd,wyndal.hudson@jpmorgan.com,,Salesforce
10948965,Inactive Investor,Katherine Malloy,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9618743,,Sean Stephens,,,sean.stephens@anchorboltcapital.com,,List import
203323,,Bruce Vistad,,[Unknown],bruce.vistad@gmail.com,,source
9552187,,Randall Hutton,,,rhutton@libertyview.com,,List import
11175193,Inactive Investor,Huy Dao,,J.P. Morgan Securities LLC San Jose CA 1077 E Brokaw Rd,huy.dao@jpmorgan.com,,Salesforce
5291780,,Scott Rivera,,,ascottrivera@gmail.com,9499031170,Web Form Fillout
10967066,Inactive Investor,Cosima De Rocher De La Baume,Wealth Management Analyst,Morgan Stanley,,,Salesforce
11017538,Inactive Investor,Jeremy Peterson,,"The Leaders Group, Inc.",,,Salesforce
10978261,Inactive Investor,Davic Capellan,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,davic.capellan@jpmorgan.com,,Salesforce
9576703,,Leonard Winton,,,lwinton3d@yahoo.com,,List import
11041365,Inactive Investor,Hassan Kaouss,Financial Advisor;Financial Professional;Vice President,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",hassan.kaouss@raymondjames.com,,Salesforce
11056652,Inactive Investor,Zachary Roose,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,zroose@primerica.com,,Salesforce
10753549,Inactive Investor,Lori Caumeil,Financial Advisor;Senior Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,lori.caumeil@morganstanley.com,,Salesforce
11037044,Inactive Investor,Sameh Messiha,,"Allstate Financial Services, LLC Simi Valley CA 1965 Yosemite Ave",samehmessiha1@allstate.com,,Salesforce
10896143,Inactive Investor,Thomas Tarkowski,Partner,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",thomas.tarkowski@equitable.com,,Salesforce
11137287,Inactive Investor,Peter Danese,,LPL Financial LLC Morrisville PA 963 Randolph Dr,peter.danese@lpl.com,,Salesforce
10969362,Inactive Investor,Raymond Mccaffrey,,"Kestra Investment Services, LLC Mobile AL 107 Saint Francis St",,,Salesforce
11186645,Inactive Investor,Kameron Hoff-Williams,,Edward Jones Yakima WA 5615A Summitview Ave,,,Salesforce
77730,,Jay Podella,Financial Associate,Thrivent Investment Management Inc.,jay.podella@thrivent.com,608-784-2428,
9609604,,Tarek Sarkis,,,tareksarkis@gmail.com,,List import
9588743,,Julia Tcherkassova,,,jtcherkassova@primaadvisors.com,,List import
346997,,Duncan Williams,Member; Chairman Of Board Of Managers,"Duncan Williams Asset Management, Llc",duncan@dwassetmgmt.com,901-435-4250,Manual List Upload
9616934,,Peter Hanselman,,,peterhanselman@me.com,,List import
11153455,Inactive Investor,Jeffrey Gigax,,"Cambridge Investment Research, Inc. O Fallon MO 512 Villa Piazza Ct",,,Salesforce
11177504,Inactive Investor,Peter Mattoon,Executive Chairman,SCS Capital Management LLC,pmattoon@scsfinancial.com,,Salesforce
10792457,Inactive Investor,Michael Schroer,Chief Investment Officer;Executive Committee Member;Managing Partner,Renaissance Investment Management,mes@reninv.com,,Salesforce
5789726,,Kevin Norris,,,kayvannouri@gmail.com,,Web Form Fillout
11071816,Inactive Investor,Rebecca Niessink,,"Allstate Financial Services, LLC Cave Creek AZ 29834 N Cave Creek Rd",rebeccaniessink@allstate.com,,Salesforce
11094159,Inactive Investor,Alexander Foster,,Evercore Group L.L.C.,alexander.foster@evercore.com,,Salesforce
11088966,Inactive Investor,Mary Prikazsky,,"Raymond James & Associates, Inc.",mary.prikazsky@raymondjames.com,,Salesforce
10814842,Inactive Investor,Blythe Manson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,,,Salesforce
11085100,Inactive Investor,Jessica Hinson,Chief Compliance Officer;Chief Operating Officer,"Reap Financial Group, LLC",jhinson@reapfinancial.com,,Salesforce
9620489,,Narasimhan Mahendrakumar,,,narasimhanml@gmail.com,,List import
9613734,,Rod Rosenstein,,,rod.rosenstein@gmail.com,,List import
11213146,Inactive Investor,Nordia Hue,,Fidelity Brokerage Services LLC,,,Salesforce
48704,,Kristin Chim,Financial Advisor,"CUSO Financial Services, L.P.",kristin.southmetro@cusonet.com,952-445-0888,
10970599,Inactive Investor,Barbara Espinoza,Private Client Banker,J.P. Morgan Securities LLC Prescott AZ 746 Miller Valley Rd,barbara.espinoza@jpmorgan.com,,Salesforce
11238172,Inactive Investor,Kenneth Rodwogin,,Kb & Partners Management Co LLC,krodwogin@kahnbrothers.com,,Salesforce
338139,,Michael Millar,"Investment Manager, Asia",Martin Currie Inc,mmillar@martincurrie.com,441-312-295252,Manual List Upload
10969892,Inactive Investor,Cody Stern,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cody_stern@vanguard.com,,Salesforce
10952797,Inactive Investor,Jean Leuregans,,"Transamerica Financial Advisors, Inc San Diego CA 16870 W Bernardo Dr",jean.leuregans@transamerica.com,,Salesforce
10993381,Inactive Investor,Baron Lee,Advisor;Financial Advisor,"U.S. Bancorp Investments, Inc. Sylmar CA 13831 Foothill Blvd",baron.lee@usbank.com,,Salesforce
2922920,,Wade Hampton,,,wade@bitwiseinvesments.com,,
9618711,,Jason Klauk,,,jklauk@gmtcapital.com,,List import
11149323,Inactive Investor,George Caldwell,,NYLIFE Securities LLC Oklahoma City OK 3030 NW Expy,,,Salesforce
335454,,Matt Ballew,Chairman,Ballew Advisors Inc,mattb@ballewwealth.com,601-368-3500,Manual List Upload
11078851,Inactive Investor,Robert Brennan,Financial Advisor,Edward Jones Downers Grove IL 2001 Butterfield Rd,robert.brennan@edwardjones.com,,Salesforce
49541,,Kenneth Altman,"Financial Advisor, Financial Planner","MML Investors Services, LLC",kaltman@financialguide.com,704-557-9600,
10756521,Inactive Investor,Michael Westfall,Private Wealth Analyst - Investments,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael.westfall@ml.com,,Salesforce
10995399,Inactive Investor,Fatima Zaidi,,Vanguard Marketing Corporation,fatima_zaidi@vanguard.com,,Salesforce
10979169,Inactive Investor,Jeremy Hannah,Financial Advisor,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",jeremy.hannah@prudential.com,,Salesforce
11065222,Inactive Investor,Ashley Betke,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",ashley.betke@nm.com,,Salesforce
10934551,Inactive Investor,Sean McEvoy,,LPL Financial LLC Columbus OH 1840 Zollinger Rd,sean.mcevoy@raymondjames.com,,Salesforce
9630920,,Alex Lambert,,,alambert201@gmail.com,,List import
9624811,,Gunjan Sinha,,,gunjan.sinha@gmail.com,,List import
10899075,Inactive Investor,Gregory Hynes,Associate Private Banker,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,greg.hynes@morganstanley.com,,Salesforce
10847557,Inactive Investor,Michael O'Connor,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington MA 655 Massachusetts Ave",,,Salesforce
11043529,Inactive Investor,Katherine Goodwin,,"GLP Investment Services, LLC Ponte Vedra FL 380 Town Plaza Ave",kgoodwin@glpwins.com,,Salesforce
10823667,Inactive Investor,Une Enyenihi,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
11053242,Inactive Investor,Stacy Hughes,,"Allstate Financial Services, LLC Jacksonville Beach FL 1410 3rd St N",stacyhughes@allstate.com,,Salesforce
10832410,Inactive Investor,Daniel Harris,Founder;Owner;Principal,D.R. Harris & Co.,daniel@drharrisandco.com,,Salesforce
11238980,Inactive Investor,Marc Lorin,,Galaxy Plus,mlorin@galaxyplus.io,,Salesforce
10918164,Inactive Investor,Christopher Vazquez,Financial Advisor,"Osaic Wealth, Inc. Manhasset NY 1615 Northern Blvd.",,,Salesforce
10886853,Inactive Investor,Karen Reynolds,,"HighTower Securities, LLC",kreynolds@hightoweradvisors.com,,Salesforce
10888386,Inactive Investor,Mitchell Katchen,,"Osaic Wealth, Inc. Bridgewater NJ 674 US Hwy 202/206",,,Salesforce
11034420,Inactive Investor,Mark Thompson,Financial Advisor,Edward Jones Taylor TX 104 E 2nd St,mark.thompson@edwardjones.com,,Salesforce
10936242,Inactive Investor,Teri Glaspy,,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
10868784,Inactive Investor,Sarah Boynton,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,sboynton@brileywealth.com,,Salesforce
10864969,Inactive Investor,William Decker,,"Cadaret, Grant & Co., Inc. East Syracuse NY 5015 Campuswood Dr",,,Salesforce
11031021,Inactive Investor,Linc Leblanc,,J.P. Morgan Securities LLC Gonzales LA 425 N Airline Hwy,linc.j.leblanc@jpmorgan.com,,Salesforce
10768572,Inactive Investor,Ashli Estes,Senior Supervisory Principal,LPL Financial LLC Wentzville MO Private Residence,ashli.estes@lpl.com,,Salesforce
10904516,Inactive Investor,Irina Aristova,Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,irina.aristova@morganstanley.com,,Salesforce
11038670,Inactive Investor,Russell Meinen,,LTS Financial Group,,,Salesforce
11230734,Inactive Investor,Donald Doolittle,Financial Professional,LPL Financial LLC Ephrata PA 47 E Main St,don.doolittle@lpl.com,,Salesforce
11098494,Inactive Investor,Peter Knowles,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,peter.knowles@morganstanley.com,,Salesforce
10971324,Inactive Investor,Ryan Mcgeary,,Jefferies LLC,,,Salesforce
10823531,Inactive Investor,Kent Markle,,"Bill Few Associates, Inc.",,,Salesforce
11153775,Inactive Investor,Scott Reiber,,"Concorde Investment Services, LLC",,,Salesforce
11159604,Inactive Investor,Rory Banks,Financial Advisor,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,,,Salesforce
10611529,,Frank Adams,Investment Advisor,,f.adams@lpl.com,,List Import
11171297,Inactive Investor,Bryan Amaris,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 988 8th Ave,bryan.amaris@jpmorgan.com,,Salesforce
11189018,Inactive Investor,Michael Petersen,,"Osaic Wealth, Inc. El Dorado Hills CA Private Residence",,,Salesforce
44276,,Michael Ferrell,Financial Professional,"Voya Financial Advisors, Inc.",michael.ferrell@voyafa.com,952-988-8497,
11170375,Inactive Investor,William Hall,Financial Advisor,Money Concepts Capital Corp Boston MA 183 State St,whall@moneyconcepts.com,,Salesforce
9560987,,Emmy Mastel,,,emmy.mastel@prudential.com,,List import
11141078,Inactive Investor,Joseph Arcara,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Buffalo NY 6225 Sheridan Dr",joseph.arcara@rbc.com,,Salesforce
9648329,,brad cowen,,,bradcowen17@gmail.com,,List import
10443737,,Tamara Chapin,,,smiley3333@outlook.com,,Web Form Fillout
10818120,Inactive Investor,Jason Lim,Financial Advisor,Edward Jones Elkton MD 221 E Main St,jason.lim@edwardjones.com,,Salesforce
11127038,Inactive Investor,Kreg Callery,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",kreg.callery@ml.com,,Salesforce
10833504,Inactive Investor,Jeremy Meek,Managing Director - Financial Planning;Shareholder;Vice President,"D'Orazio & Associates, Inc.",,,Salesforce
11218721,,Gabriel D'Amica,,,gabriel.damica@ubs.com,,Other
11145358,Inactive Investor,Brandon Fisk,Director,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 26 Main St",,,Salesforce
9959010,,Chc Uvuv,,,fgg@gmail.com,,Web Form Fillout
9613949,,Thomas Fortunato,,,thomas.p.fortunato@hotmail.com,,List import
10953268,Inactive Investor,Zachary Hagen,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"ZH Wealth Management, LLC",zachary.hagen@zhwmgmt.com,,Salesforce
9570563,,Will Ritchie,,,willritchie0@icloud.com,,List import
10772963,Inactive Investor,Judith Davidson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",judith_davidson@ml.com,,Salesforce
11032087,Inactive Investor,Joshua Gallegos,Paraplanner,Commonwealth Financial Network Roanoke VA 2630 Electric Rd,jgallegos@commonwealth.com,,Salesforce
11060131,Inactive Investor,Gregory McMurry,Chief Operating Officer;Regulatory Contact,"Rather & Kittrell, Inc.",gmcmurry@rkcapital.com,,Salesforce
11159957,Inactive Investor,Lorian Petry,Chief Compliance Officer;Managing Member,"CentriPlan, LLC",lpetry@centri-plan.com,,Salesforce
11091867,Inactive Investor,Robert Gunhus,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,rgunhus@ft.newyorklife.com,,Salesforce
350580,,Diane Campbell,Office Manager,"Financial Guidance Group, Inc.",diane@fgginc.com,727-787-7526,Manual List Upload
11178730,Inactive Investor,Troy Kelly,,"Farmers Financial Solutions, LLC Long Beach CA 5305 E 2nd St",tkelly@farmersagent.com,,Salesforce
242651,,Mihai Filer,Director,[Unknown],mihai.filer@nl.abnamro.com,,Database Upload
9630001,,Xi Tinting,,,gnoxrut@protonmail.com,,List import
10973349,Inactive Investor,Michelle Micksch,,"Packerland Brokerage Services, Inc. De Pere WI 115 S Broadway",michelle_micksch@packerlandbrokerage.com,,Salesforce
10956279,Inactive Investor,Lesley Warn,,LPL Financial LLC Gorham ME 64 Main St,lesley.warn@lpl.com,,Salesforce
11021440,Inactive Investor,Tyler Sherwood,,"Raymond James Financial Services, Inc. Scottsdale AZ 8669 E San Alberto",tyler.sherwood@raymondjames.com,,Salesforce
9589522,,Brian Everett,,,brian_everett@sbcglobal.net,,List import
10960961,Inactive Investor,John Belin,Client Associate,Rockefeller Financial LLC,jbelin@rockco.com,,Salesforce
10775769,Inactive Investor,David Ippolito,Director;Portfolio Management Associate,Morgan Stanley New York NY 55 E 52nd St,david.ippolito@morganstanley.com,,Salesforce
11049396,Inactive Investor,Michael Bradley,Chief Compliance Officer;Chief Executive Officer;Founder;Manager;Member,Bradley Wealth LLC,michael@bradleywm.com,,Salesforce
11103107,Inactive Investor,Mark Peterson,Market Manager,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,mpeterson@rwbaird.com,,Salesforce
5137966,,axs axsd,,,bojokin971@jernang.com,,Web Form Fillout
9568626,,Vincent Pompliano,,,vincent.pompliano@gmail.com,,List import
9591992,,Stephen Reinhart,,,sreinhart@fecg.com,,List import
9563805,,David Kline,,,david.kline@lpl.com,,List import
9623073,,Bill Radek,,,alphainvestor67@gmail.com,,List import
240918,,Adam Schreiber,Client Portfolio Analyst,[Unknown],adam.schreiber@hartfordfunds.com,,Event
9571619,,Rick De Armas,,,rickdearmas@gmail.com,,List import
10596238,,GERARD SCORZIELLO,,,gms024@yahoo.com,,Web Form Fillout
11163654,Inactive Investor,Andrew Bragg,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake OH 159 Crocker Park Blvd",andrew.bragg@ml.com,,Salesforce
10862727,Inactive Investor,Jeffrey Sultan,,"American Portfolios Financial Services, Inc. Boyton Beach FL Private Residence",jsultan@americanportfolios.com,,Salesforce
11110275,Inactive Investor,Mark Bosecker,,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",boseckerm@stifel.com,,Salesforce
10764816,Inactive Investor,Gregory Baekey,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",gregory.baekey@nm.com,,Salesforce
10753894,Inactive Investor,Spence Johnston,Financial Advisor,Edward Jones Portland OR 10806 SE Washington St,spence.johnston@edwardjones.com,,Salesforce
9599495,,Charles Roe,,,car@innovawealthllc.com,,List import
11168280,Inactive Investor,Terry Smith,Regional Vice President,PFS Investments Inc. North Las Vegas NV 4600 W Craig Rd,terry.smith@primerica.com,,Salesforce
11061001,Inactive Investor,Joseph Barbour,,"Encompass More Investments, LLC",jbarbour@encompassmore.com,,Salesforce
10999990,Inactive Investor,LeAnn Poston,Financial Advisor,Edward Jones Wahoo NE 523 N Linden St,leann.poston@edwardjones.com,,Salesforce
11020101,Inactive Investor,Gregory Alvis,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
9607332,,Donald Correa,,,jensen_swaniaws@yahoo.com,,List import
10907048,Inactive Investor,Eric Cook,Financial Advisor;Investment Advisor,LPL Financial LLC Phoenix AZ 3101 N Central Ave,eric.cook@lpl.com,,Salesforce
9570331,,John Blatt,,,jbb@clevelandwealth.com,,List import
10979347,Inactive Investor,Alex Vanden Boogaard,Paraplanner,Commonwealth Financial Network Saint Paul MN 2586 7th Ave E,avanden-boogaard@commonwealth.com,,Salesforce
11030385,Inactive Investor,Angela De Lion,Financial Advisor,"Ameriprise Financial Services, LLC Kennesaw GA 1275 Shiloh Rd NW",angela.m.delion@ampf.com,,Salesforce
9628149,,Catherine Forand,,,skipflip@yahoo.com,,List import
11056844,Inactive Investor,Thomas Castrovinci,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",tcastrovinci@financialguide.com,,Salesforce
11126365,Inactive Investor,Danielle Seurkamp,Chief Compliance Officer;Founder;Managing Member,Well Spent Wealth Planning Loveland OH 6057 Chamblee Dr,danielle@wellspentplanning.com,,Salesforce
10929506,Inactive Investor,Tino Cardenas,,PFS Investments Inc. Ventura CA 701 E Santa Clara St,tino.cardenas@primerica.com,,Salesforce
11083113,Inactive Investor,Jessica Jung,Wealth Advisor,Aegis Capital Corp. Brentwood TN 320 7 Springs Way,,,Salesforce
11193536,Inactive Investor,Erin Mcmillian,,Morgan Stanley Rockville MD 702 King Farm Blvd,erin.mcmillian@morganstanley.com,,Salesforce
10990894,Inactive Investor,Sean McEvilly,Chief Compliance Officer;Principal;Wealth Advisor,Crescent Capital,sean.mcevilly@crescentcapitalpwm.com,,Salesforce
10809559,Inactive Investor,Troy Wagnon,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Gadsden AL 2010 Club Dr",troy.wagnon@wellsfargoadvisors.com,,Salesforce
11083761,Inactive Investor,Jeffrey Miller,First Vice President - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,jeffrey.miller@ubs.com,,Salesforce
340292,,Kate Johns,Litigation Support Manager,Nutter Investment Advisors,kjohns@nutter.com,617-439-2100,Manual List Upload
66219,,Richard Christman,Regional Vice President,"Transamerica Financial Advisors, Inc",richard.christman@transamerica.com,770-453-9300,
10835637,Inactive Investor,Pamela Roy,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",pamela.roy@tiaa-cref.org,,Salesforce
10489453,,Sean Sweeney,Director - Client Accounts,United Planners' Financial Services of America A Limited Partner Plano TX 5151 Headquarters Dr,sean@mayben.com,972-668-0521,List Import
11075324,Inactive Investor,Robert Johnson,,Edward Jones Huntley IL 12519 Regency Pkwy,,,Salesforce
10965276,Inactive Investor,Jordan Torno,High Net Worth Representative;Specialist,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",,,Salesforce
236216,, -,,[[Unknown]],rvazquez_09@outlook.com,,
57904,,Jeremiah Nunes,,India,jeremiahnunes5@gmail.com,,
9646784,,Brian Gilman,,Virtu,bgilman@virtu.com,,List import
337075,,John Sample,Chief Risk Officer,Pictet Asset Management Limited,jsample@pictet.com, -8475163,Manual List Upload
10923526,Inactive Investor,Alexander Winkelman,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,alexander.winkelman@fmr.com,,Salesforce
10939275,Inactive Investor,Ryan Hale,Financial Advisor,LPL Financial LLC Granger IN Private Residence,ryan.hale1@lpl.com,,Salesforce
9620323,,Thomas Li,,,ruotian8@gmail.com,,List import
10960000,Inactive Investor,Nick Akins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10970156,Inactive Investor,Grace Mcbride,Financial Consultant;Partner,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
10997657,Inactive Investor,Teresa Nieman-Gregg,Wealth Advisor,"Cassady Schiller Wealth Management, LLC",,,Salesforce
9609550,,Mike Luu,,,mikeluu@gmail.com,,List import
11019565,Inactive Investor,Samuel Callard,Senior Financial Advisor;Shareholder,"WMS Partners, LLC",,,Salesforce
11018663,Inactive Investor,Jingfeng Cao,,"Avantax Investment Services, Inc. Seattle WA Private Residence",,,Salesforce
11031736,Inactive Investor,Braden Burns,,Edward Jones Farmington UT 824 Shepard Ln,braden.burns@edwardjones.com,,Salesforce
11024376,Inactive Investor,Lisa Blackwell,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,,,Salesforce
4929928,,Rayson Warena,,,straytup01@gmail.com,,Web Form Fillout
10926721,Inactive Investor,Paula Vollum,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",,,Salesforce
9621269,,AJAYI WASIU Olumide,,,wasiuajayi325@yahoo.com,,List import
9638536,,Tina Naimie,,,tina.e.naimie@hitchcock.org,,List import
11050560,Inactive Investor,Christopher Jenkins,,"MML Investors Services, LLC Raleigh NC 150 Fayetteville St",chrisjenkins@financialguide.com,,Salesforce
11020870,Inactive Investor,Dakota Chiorando,,"Prudential Annuities Distributors, Inc",dakota.chiorando@prudential.com,,Salesforce
11165075,Inactive Investor,Georgeen Cepeda,Financial Advisor,LPL Financial LLC Tempe AZ 1821 W Rio Salado Pkwy,georgeen.cepeda@lpl.com,,Salesforce
11152554,Inactive Investor,Zachary Felton,Investment Advisor,J.P. Morgan Securities LLC Denver CO 1455 16th St,zachary.felton@jpmorgan.com,,Salesforce
10757192,Inactive Investor,Andreea Ionescu,Assistant Vice President;Private Wealth Associate;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",andreea.ionescu@ml.com,,Salesforce
10914360,Inactive Investor,Joshua Bodelson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joshua_bodelson@vanguard.com,,Salesforce
11052029,Inactive Investor,Sarah Faltot,Vice President,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,rebecca.faltot@jpmorgan.com,,Salesforce
10783571,Inactive Investor,Matthew Clark,Senior Financial Representative,"Principal Securities, Inc. Dublin OH 5600 Blazer Pkwy",clark.matt.g@principal.com,,Salesforce
4236943,,Rick Paulson,,,rickpaulson@gmail.com,,Web Form Fillout
10646799,,Peter Mustian,,,pmustian@innovestinc.com,,List Import
10971155,Inactive Investor,Robert Lobo,Regional Leader,PFS Investments Inc. Richmond Hill NY 8715 115th St,robert.lobo@primerica.com,,Salesforce
10985015,Inactive Investor,Ryan Schenck,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",ryan.schenck@empower.com,,Salesforce
10786384,Inactive Investor,Peter Purcell,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hamden CT 2319 Whitney Ave",pepurcell@tiaa.org,,Salesforce
9581317,,Derek Ciernia,,,dciernia@winscap.com,,List import
10930743,Inactive Investor,Jeffrey Smith,Executive Officer;Wealth Advisor,AdamsBrown Wealth Consultants LLC,,,Salesforce
11234576,Inactive Investor,Devonee Kershner,Wealth Manager,Creative Planning Golden CO 14143 Denver West Pkwy,devonee.kershner@creativeplanning.com,,Salesforce
215077,,Diogo Costa,,[Unknown],diogo.costag@gmail.com,,Paid Social
10760303,Inactive Investor,Michael Chambers,,LPL Financial LLC Nichols NY Private Residence,michael.chambers@lpl.com,,Salesforce
9566891,,Leo Bareng,,,barenglelo@yahoo.com,,List import
10860863,Inactive Investor,Richard Pietsch,Financial Advisor,LPL Financial LLC Williamsburg VA 325 McLaws Cir,richard.pietsch@lpl.com,,Salesforce
11024215,Inactive Investor,Art He,Financial Professional,LPL Financial LLC San Jose CA 2570 N 1st St,art.he@lpl.com,,Salesforce
10964292,Inactive Investor,Sarah Doumbia,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sarah.doumbia@schwab.com,,Salesforce
11221657,,Ghazal Barjesteh,,,gbarjesteh@firstrepublic.com,,List Import
11012878,Inactive Investor,Jessica Taylor,,NYLIFE Securities LLC Provo UT 3305 N University Ave,jtaylor00@ft.newyorklife.com,,Salesforce
10998045,Inactive Investor,David Griffin,,J.P. Morgan Securities LLC Los Angeles CA 1180 S Beverly Dr,david.e.griffin@chase.com,,Salesforce
10910232,Inactive Investor,Leila Karobi,,"Wells Fargo Clearing Services, LLC Roswell GA 10825 Alpharetta Hwy",leila.karobi@wellsfargo.com,,Salesforce
11124662,Inactive Investor,Nicholas Pocceschi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morrisville PA 1030 Stony Hill Rd",,,Salesforce
11087608,Inactive Investor,Michael Murray,,"Raymond James Financial Services, Inc. Joliet IL 3296 Executive Dr",,,Salesforce
10952004,Inactive Investor,Jessica Tosti,Assistant Vice President;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Lompoc CA 645 W Central Ave",jessica.tosti@wellsfargo.com,,Salesforce
11038987,Inactive Investor,Gina Rypkema,,"Golden State Equity Partners, LLC",,,Salesforce
9618357,,Ernesto Ramos,,,ernesto.ramos@bmo.com,,List import
204687,,Martin Beaujouan,,Self Employed,martin.beaujouan@gmail.com,33760656619,Organic Search
10943141,Inactive Investor,Joseph Recchia,,Fidelity Brokerage Services LLC,,,Salesforce
10928327,Inactive Investor,Ann Monaghan,,"Glen Eagle Wealth, LLC",amonaghan@gleneagleadv.com,,Salesforce
9576297,,Antonio Medrano,,,antonio.medrano@usaa.com,,List import
11189699,Inactive Investor,Kevin O'Neill,Financial Planning Director;Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9638576,,Jennifer Bartenbach,,,jenniferkb@cicf.org,,List import
10954690,Inactive Investor,John Huggard,,"Intercarolina Financial Services, Inc.",,,Salesforce
10940194,Inactive Investor,Rupert Gregorio,,"Principal Securities, Inc. Bakersfield CA 4900 California Ave",gregorio.rupert@principal.com,,Salesforce
10868461,Inactive Investor,Thomas Revish,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10754262,Inactive Investor,Joel Dobbs,Managing Director;Wealth Advisor,William Blair Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
10821863,Inactive Investor,Vickie Barczak,,PNC Investments Wilmington DE 2751 Centerville Rd,vickie.barczak@pnc.com,,Salesforce
9639246,,Megan Rooney,,,megan.rooney@heb.com,,List import
11148660,Inactive Investor,Jonathan Dombrowski,Financial Advisor,Commonwealth Financial Network Orchard Park NY 6195 W Quaker St,jdombrowski@commonwealth.com,,Salesforce
10858563,Inactive Investor,Stephen Smith,Investment Advisor Representative,"Osaic Wealth, Inc. Lutherville Timonium MD 1965 Greenspring Dr",,,Salesforce
10802875,Inactive Investor,John Damiano,Financial Advisor,"Fourth Dimension Wealth, LLC",,,Salesforce
212069,,Gerald Ramdeen,,"Luxcore, Inc.",gramdeen@luxcore.com,2126181208,
10978447,Inactive Investor,William Henry,,Stephens Atlanta GA 3344 Peachtree Rd NE,whenry@stephens.com,,Salesforce
10939296,Inactive Investor,Scott Smith,,Cetera Advisor Networks LLC Charlotte NC 15720 Brixham Hill Ave,,,Salesforce
11053386,Inactive Investor,Broc Stradley,Financial Advisor;Owner,"WestPoint Wealth Management, LLC Utica OH 42 S Main St",,,Salesforce
10786047,Inactive Investor,James Vandewalle,,"RBC Capital Markets, LLC Jericho NY 1 Jericho Plz",jim.vandewalle@rbc.com,,Salesforce
10873371,Inactive Investor,Paras Gautam,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Villa Park IL 1 Lincoln Ctr",paras.gautam@ampf.com,,Salesforce
10899661,Inactive Investor,Rufus Allen,Financial Advisor,Edward Jones Niceville FL 1113 John Sims Pkwy E,dave.allen@edwardjones.com,,Salesforce
11206635,Inactive Investor,Philip Griggs,Financial Advisor;Investment Advisor,LPL Financial LLC Farmers Branch TX Private Residence,philip.griggs@lpl.com,,Salesforce
10777652,Inactive Investor,Paul Putzel,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
11175505,Inactive Investor,Robert De Stefano,Private Wealth Advisor,"Ameriprise Financial Services, LLC Westbury NY 1600 Stewart Ave",robert.f.destefano@ampf.com,,Salesforce
9617987,,Leslie Gray,,,lesgray@morganllc.com,,List import
11129834,Inactive Investor,David Monckton,Financial Advisor,"Ameriprise Financial Services, LLC Myrtle Beach SC 1300 Professional Dr",david.monckton@ampf.com,,Salesforce
10888988,Inactive Investor,Troy Razeggi,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,,,Salesforce
9626533,,Jason Castelluccio,,,castelluccioj@gmail.com,,List import
9565283,,Kevin Blake,,,poblake2740@aol.com,,List import
11159162,Inactive Investor,Jaydev Patel,,NYLIFE Securities LLC Livingston NJ 354 Eisenhower Pkwy,jrpatel@ft.newyorklife.com,,Salesforce
11006187,Inactive Investor,Ayelen Ferrer,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,ayelenferrer@primerica.com,,Salesforce
10778760,Inactive Investor,David Lesser,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,david.lesser@fidelity.com,,Salesforce
11025003,Inactive Investor,Catherine Sommers,,"Cambridge Investment Research, Inc. Milford MI 1042 N Milford Rd",,,Salesforce
4099015,,Tomoran Hemingway,,,tomoranh@gmail.com,,Web Form Fillout
6992951,,Jesse Pound,Reporter,CNBC,jesse.pound@nbcuni.com,16018636024,Web Form Fillout
10874326,Inactive Investor,Heather Milburn,,Commonwealth Financial Network New Philadelphia OH 419 W High Ave,hmilburn@commonwealth.com,,Salesforce
11219572,,Dominick Cogliandro,,,dcogliandro@guggenheimfunds.com,,Other
128964,,Eva Gonzalez,,"The Mather Group, Llc",e.gonzalez@themathergroup.com,,
9639189,,Kathy Pope,,,kpope@facommunityfoundation.org,,List import
11059302,Inactive Investor,Wendy Stenberg,Advisor,"Gilbert & Cook, Inc.",wstenberg@gilbertcook.com,,Salesforce
10956916,Inactive Investor,Shadi Masoud,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10975287,Inactive Investor,Carroll Webb,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,carroll.webb@fidelity.com,,Salesforce
10850474,Inactive Investor,Keeley Brogan,Associate;Investment Specialist,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,keeley.a.brogan@jpmorgan.com,,Salesforce
10876742,Inactive Investor,Jose Ramos,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10788408,Inactive Investor,Vanessa Le,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,vanessa.le@fidelity.com,,Salesforce
11015687,Inactive Investor,Martin Delaureal,Director;President,"First Horizon Advisors, Inc. New Orleans LA 601 Poydras St",martin.delaureal@firsthorizon.com,,Salesforce
11023819,Inactive Investor,Christopher Lutzel,,"CreativeOne Securities, LLC Scottsdale AZ 9035 E Mountain View Rd",chrisl.gcpa@c1s.net,,Salesforce
372453,,jason li,,[Unknown],jli88@comcast.net,,Salesforce
10857545,Inactive Investor,Karen Chretien,,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",karen.s.chretien@ampf.com,,Salesforce
10989195,Inactive Investor,Nathaniel Fowler,,"Lincoln Douglas Investments, LLC",,,Salesforce
11188003,Inactive Investor,Yvonne Richards,,J.P. Morgan Securities LLC Tucson AZ 12925 N Oracle Rd,yvonne.richards@jpmorgan.com,,Salesforce
11204436,Inactive Investor,Brandon Oliver,Managing Member;Managing Partner,"Arcwood Financial, LLC",brandon@arcwood.com,,Salesforce
10784847,Inactive Investor,Thomas Newmeyer,Managing Member,"Jacobs & Company, LLC",,,Salesforce
9568911,,Martin Burke,,,mburkenewross@gmail.com,,List import
10865891,Inactive Investor,Robert Iglesias,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10802223,Inactive Investor,Kathy Schneider,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8400 Normandale Lake Blvd",kathy.s.vinge@ampf.com,,Salesforce
10611653,,Ryan Taylor,"Financial Planner, Investment Advisor Representative",,ryan.taylor@barnumfg.com,,List Import
333856,,Theresa Mozzocci,Member,Pluscios Management Llc,tmozzocci@pluscios.com,224-420-7040,Manual List Upload
9642772,,Lee Sellers,,,lee.sellers@suddenlink.net,,List import
10922223,Inactive Investor,Michael Kurz,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Managing Member,OverShare Frisco TX 6136 Frisco Square Blvd,michael@overshareadvice.com,,Salesforce
11096854,Inactive Investor,Michael Young,Financial Advisor;Manager - Recruitment,Robert W. Baird & Co. Incorporated Elizabethtown KY Private Residence,dyoung@rwbaird.com,,Salesforce
75266,,David Ritter,Financial Consultant,Thrivent Investment Management Inc.,dave.ritter@thrivent.com,937-642-6825,
10999204,Inactive Investor,Daniel Criscuolo,,LPL Financial LLC Iselin NJ 101 Wood Ave S,daniel.criscuolo@lpl.com,,Salesforce
9545884,,Michael Woods,,,woodsco@shaw.ca,,List import
10819068,Inactive Investor,Caleb Glick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",caleb.glick@ml.com,,Salesforce
11119679,Inactive Investor,Matthew Ditullio,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11104174,Inactive Investor,Joanne Hulsebus,,"Ameriprise Financial Services, LLC Longview TX 911 W Loop 281",joanne.hulsebus@ampf.com,,Salesforce
10898486,Inactive Investor,Peter Warendorf,,Jefferies LLC,pwarendorf@jefferies.com,,Salesforce
11013573,Inactive Investor,Joseph Colarusso,,State Farm VP Management Corp. Huntington NY 18 W Carver St,josephcolarusso@statefarm.com,,Salesforce
10972551,Inactive Investor,Brandon White,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",brandon.white@nm.com,,Salesforce
10828333,Inactive Investor,Michael Beard,Financial Advisor,Edward Jones Dayton OH 3171 Beaver Vu Dr,michael.a.beard@edwardjones.com,,Salesforce
10949703,Inactive Investor,Kevin Godfrey,,"Allstate Financial Services, LLC Waxhaw NC 103 Waxhaw Professional Park Dr",kevingodfrey@allstate.com,,Salesforce
10618605,,Michael Krucek,,,mkrucek@sigmarep.com,,List import
9619593,,Henry Leung,,,henry.astar1@gmail.com,,List import
10846764,Inactive Investor,Cem Babakurban,,J.P. Morgan Securities LLC Katonah NY 140 Katonah Ave,cem.o.babakurban@jpmorgan.com,,Salesforce
9594126,,Shelley D'Imperio,,,sdimperio@valleynationalgroup.com,,List import
10953432,Inactive Investor,Scott Koenig,Managing Director,Neuberger Berman BD LLC,scott.koenig@nb.com,,Salesforce
10614826,,Eric Showers,"Financial Advisor, Senior Vice President - Wealth Management",,eric.showers@morganstanley.com,,List Import
10861941,Inactive Investor,Paul Demark,Financial Advisor,"Ameriprise Financial Services, LLC Clinton Township MI 17450 Hall Rd",paul.demark@ampf.com,,Salesforce
11076506,Inactive Investor,Philip McBride,Member;Principal;Senior Wealth Advisor,"Allen Capital Group, LLC",phil@allencapgroup.com,,Salesforce
341577,,Jenny Brock,Treasurer,"Cuna Brokerage Services, Inc.",jbrock@cbsinvestorconnection.com,319-352-4090,Manual List Upload
10973738,Inactive Investor,Jacob Impellicceiri,,"Avantax Investment Services, Inc. Orland Park IL 15255 S 94th Ave",,,Salesforce
10874197,Inactive Investor,David Kikoen,,NYLIFE Securities LLC Orland Park IL 7600 Hemlock Dr,dkikoen@ft.newyorklife.com,,Salesforce
349682,,Henry Mannix,Limited Partner And Managing Director,"Kelso & Company, L.p.",hmannix@kelso.com,212-350-7700,Manual List Upload
62219,,Ruggero Canevari,,Netherlands,traderrcc@gmail.com,,
9627387,,Lamar Jordan,,,lamarjordan677@gmail.com,,List import
197048,,Chris Fryia,,[Unknown],chrisfryia@gmail.com,,source
9647018,,Noah Dennis,,,noah.dennis@lpl.com,,List import
10855988,Inactive Investor,Laura Haag,Private Wealth Advisor,"Ameriprise Financial Services, LLC Boynton Beach FL 1880 N Congress Ave",laura.x.haag@ampf.com,,Salesforce
9564398,,Michael Piechocki,,,michael.piechocki@voyafa.com,,List import
11015581,Inactive Investor,Adam Besana,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",adam.besana@nm.com,,Salesforce
11230500,Inactive Investor,Peyton Leonhardt,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10880264,Inactive Investor,Jason Brittingham,,SECU Brokerage Services Winston Salem NC 134 S Stratford Rd,jason.brittingham@ncsecu.org,,Salesforce
9636824,,Thomas Webber,,,tom.webber@cunamutual.com,,List import
11046036,Inactive Investor,Daniel Wilkinson,Financial Advisor,LPL Financial LLC Westmont IL 900 Oakmont Ln,daniel.wilkinson@lpl.com,,Salesforce
10849469,Inactive Investor,Michael Alexander,Wealth Manager,Commonwealth Financial Network Stamford CT Private Residence,malexander@commonwealth.com,,Salesforce
10839868,Inactive Investor,Jason Korff,,PNC Investments Horsham PA 2 Walnut Grove Dr,jason.korff@pnc.com,,Salesforce
10849425,Inactive Investor,Frank Dyer,,Purshe Kaplan Sterling Investments,dyer@pksinvest.com,,Salesforce
11217094,,Philip Lee,,,philip.lee@nb.com,,Other
10647817,,Nicholas Jones,,,nicholas.r.jones@morganstanley.com,,List Import
11103313,Inactive Investor,Ryan Duffy,,"Pruco Securities, LLC. Sioux Falls SD 5613 S Culbert Ave",ryan.duffy@prudential.com,,Salesforce
10967560,Inactive Investor,Sergio Covarrubias,,PFS Investments Inc. Redlands CA 721 Nevada St,sergio.covarrubias@primerica.com,,Salesforce
11003123,Inactive Investor,Nicholas Frazetta,Financial Professional,LPL Financial LLC Arlington VA 1550 Wilson Blvd,nick.frazetta@lpl.com,,Salesforce
9645606,,Emanuele Romanato,,,dr.evr@miro-ag.ch,,List import
11140431,Inactive Investor,Patrick Crow,,Commonwealth Financial Network Lodi CA 222 W Lockeford St,pcrow@commonwealth.com,,Salesforce
10997254,Inactive Investor,Michelle Gray,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10891815,Inactive Investor,Giovanna Dessein,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11178576,Inactive Investor,Dustin Dupepe,,State Farm VP Management Corp. Mandeville LA 68425 Hwy 59,dustin.dupepe.jxb9@statefarm.com,,Salesforce
10854555,Inactive Investor,Jennifer Nevins,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,jennifer.l.nevins@jpmorgan.com,,Salesforce
11042651,Inactive Investor,Stephen Colella,Chief Investment Officer;President,"Snug Harbor Capital Management, LLC",scolella@snugharborcapital.com,,Salesforce
11137750,Inactive Investor,Derek McLaughlin,Associate Planner,Commonwealth Financial Network Glendale CA 330 N Brand Blvd,dmclaughlin@commonwealth.com,,Salesforce
10661349,,Thomas Barrus,,,thomas.barrus@ppmamerica.com,,List Import
8534,,Domantas Drangauskas,,.,domantas.kriptovaliuta@gmail.com,864800690,Organic Search
236877,, -,,[[Unknown]],mberniermsb@aol.com,,Organic Search
11076595,Inactive Investor,Elias Poe,Director;Portfolio Manager,"Harbor Investment Advisory, LLC",epoe@harborllc.com,,Salesforce
11010667,Inactive Investor,Andrea Harris,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
6008487,,Amrullah masomi,,,amrullahmasomi38@gmail.com,,Web Form Fillout
10826919,Inactive Investor,Frank Boni,Registered Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,frank.boni@morganstanley.com,,Salesforce
10861137,Inactive Investor,Myles McCormick,Financial Advisor,Momentum Independent Network Inc. Natick MA 209 W Central St,mylesmccormick@momentumin.com,,Salesforce
10978567,Inactive Investor,Connor Thielfoldt,,"J.W. Cole Financial, Inc. Lakeville MN 17316 Kenyon Ave",,,Salesforce
9587501,,Robert Gee,,,robert.gee@transamerica.com,,List import
10644200,,Stanley Thompson,,,rjt@303capital.com,,List Import
9544746,,XIAO LIn,,,315630060@qq.com,,List import
11054752,Inactive Investor,Ivan Pesina,,PFS Investments Inc. Houston TX 11811 East Fwy,ipesina@primerica.com,,Salesforce
11208084,Inactive Investor,Leonard Stone,,"Farmers Financial Solutions, LLC Pacifica CA 1043 Terra Nova Blvd",lstone@farmersagent.com,,Salesforce
350282,,Deirdre Hayes,"Head, Property Asset Management",Irish Life Investment Managers Limited,deirdre.hayes@ilim.com,003-531-7041200,Manual List Upload
11079060,Inactive Investor,Mark Darnell,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",,,Salesforce
9627116,,ben kinsella,,,benkinsella58@gmail.com,,List import
10816018,Inactive Investor,Roy Norman,,"Garden State Securities, Inc.",rnorman@gardenstatesecurities.com,,Salesforce
11096105,Inactive Investor,Michelle Ojeda,Co-Chief Compliance Officer,"Index Fund Advisors, Inc.",michelle@ifa.com,,Salesforce
11260191,Inactive Investor,Rafe Tuttle,Registered Branch Associate,Edward Jones Herrin IL 921 S Park Ave,,,Salesforce
9620300,,Blake Patterson,,,blaque2412@gmail.com,,List import
9645728,,PAUL WEBER,,,webercasting@gmail.com,,List import
11087884,Inactive Investor,Wesley Hardy,Financial Advisor,"Northwestern Mutual Investment Services, LLC Easthampton MA Private Residence",wesley.hardy@nm.com,,Salesforce
11188005,Inactive Investor,Yenileidys Morales,,J.P. Morgan Securities LLC Miami FL 9501 W Flagler St,yeni.morales@chase.com,,Salesforce
10862926,Inactive Investor,Karen Capen,,"Raymond James Financial Services, Inc. Brick NJ 74 Brick Blvd",karen.capen@raymondjames.com,,Salesforce
11017564,Inactive Investor,Nicole Melero,,Commonwealth Financial Network San Diego CA 3914 Murphy Canyon Rd,nmelero@commonwealth.com,,Salesforce
10994052,Inactive Investor,Nicole Lifaite,,PFS Investments Inc. West Palm Beach FL 9112 Hwy A1A Alt,nicole.lifaite@primerica.com,,Salesforce
11254841,Inactive Investor,Patrick Odonnell,Senior Investment Research Analyst,Lake Street Advisors Boston MA 155 Federal St,patrick@lakestreetadvisors.com,617.303.5100,Salesforce
9645548,,Abdelhakim Mohamed Ben Ali,,,mohamedbenali.abdelhakim@gmail.com,,List import
10926758,Inactive Investor,Suzanne Darnall,Financial Professional,LPL Financial LLC Lynnwood WA 19401 40th Ave W,suzanne.darnall@lpl.com,,Salesforce
9559182,,Jay Kempf,,,jay.kempf@thrivent.com,,List import
10832796,Inactive Investor,Ronald Welch,,PlanMember Securities Corporation San Jose CA 920 Saratoga Ave,rwelch@planmembersec.com,,Salesforce
11018866,Inactive Investor,Christian Butler,,Stonex Securities Inc. Nazareth PA 25 E Center St,christian.butler@saswealth.com,,Salesforce
10987649,Inactive Investor,Candice Trantham,Financial Consultant,"First Citizens Investor Services, Inc. Marion NC 1570 N Main St",candice.trantham@firstcitizens.com,,Salesforce
10997959,Inactive Investor,Maureen Bennett,,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,maureen.bennett@primerica.com,,Salesforce
202904,,Roderick Thackray,CEO,Autonomy Capitsl,roderickthackray@gmail.com,,product
10803680,Inactive Investor,William Bagby,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 3605 Glenwood Ave",william.a.bagby@ampf.com,,Salesforce
11056609,Inactive Investor,Michelle Staats,,"Osaic Wealth, Inc. Fremont NE 1005 E 23rd St",,,Salesforce
10801656,Inactive Investor,William Danforth,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,wdanforth@janney.com,,Salesforce
11004032,Inactive Investor,Antonio Solon,,J.P. Morgan Securities LLC Greenwich CT 500 W Putnam Ave,antonio.solon@jpmorgan.com,,Salesforce
9627643,,Aekkaluk Panyacharoensri,,,aekkaluk.pan@gmail.com,,List import
10937788,Inactive Investor,Jenipher Chiang,,"Wells Fargo Advisors Financial Network, LLC Walnut Creek CA 1850 Mt Diablo Blvd",jenipher.chiang@wfafinet.com,,Salesforce
11089944,Inactive Investor,Scott Elisha,Wealth Advisor,"Perigon Wealth Management, LLC",elisha@perigonwealth.com,,Salesforce
11128664,Inactive Investor,William Napier,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Morrisville PA 777 Township Line Rd,william.napier@morganstanley.com,,Salesforce
11192219,Inactive Investor,April Keenan,Chief Compliance Officer,Strategic Asset Management Group Advisors,,,Salesforce
11188726,Inactive Investor,Keven Johnson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",keven.johnson@ml.com,,Salesforce
10792711,Inactive Investor,Karla Schafer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",karla.schafer@ml.com,,Salesforce
9582308,,Michael Casey,,,mike.casey@voya.com,,List import
10891313,Inactive Investor,Nathan Rockholm,Financial Advisor,Edward Jones Saint Louis MO 333 S Kirkwood Rd,nathan.rockholm@edwardjones.com,,Salesforce
204942,,Matt Gniadek,,Individual investor; work at Amazon,mgniadek@gmail.com,6502819362,Organic Search
7030832,,Antonio J Wade,,,vilod11790@wireps.com,,Web form fillout
371012,,Taesun Yang,,South Korea,tyang@korea.ac.kr,,Salesforce
11161894,Inactive Investor,Lacey Brown,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11103995,Inactive Investor,Joel Kamor,Chartered Financial Analyst;Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9623460,,Nashema houston,,,sheashouseoflove@gmail.com,,List import
10884399,Inactive Investor,Cari Neitzey,Investment Associate,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",cari.neitzey@rbc.com,,Salesforce
11049477,Inactive Investor,Andrew Dellinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Winchester VA 117 N Braddock St",andrew.dellinger@wellsfargoadvisors.com,,Salesforce
11066326,Inactive Investor,Mary Collins,Financial Advisor,"Citizens Securities, Inc. Greenville RI 596 Putnam Pike",mary.collins@citizenssecurities.com,,Salesforce
10494563,,Alexander Bischoff,"Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, Owner",Kipos Wealth,alexander@kiposwealth.com,,List Import
233576,, -,,[[Unknown]],fourgusdth@gmail.com,,
9603530,,Timothy Troutman,,,ttroutman@spearheadllc.com,,List import
10911680,Inactive Investor,Russell Johnson,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
10920975,Inactive Investor,Nam Pho,Premier Banker,"Wells Fargo Clearing Services, LLC New York NY 460 Broadway",nam.pho@wellsfargo.com,,Salesforce
10912310,Inactive Investor,Colter Wilcock,,J.P. Morgan Securities LLC Salt Lake City UT 6255 S State St,colter.wilcock@jpmorgan.com,,Salesforce
10773589,Inactive Investor,Carrie Scott,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,carrie.scott@ceterainvestors.com,,Salesforce
10786804,Inactive Investor,Joseph Ladelfa,,Jefferies LLC,jladelfa@jefferies.com,,Salesforce
10897685,Inactive Investor,Marc Ross,,BBVA Securities Inc.,,,Salesforce
9583617,,George Loke,,,georgiecoins@gmail.com,,List import
9616535,,Marc Deuster,,,marcdeuster@gmx.de,,List import
9570268,,Kevin Foley,,,kevinfoley79@gmail.com,,List import
11145583,Inactive Investor,Jordan Sall,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Encino CA Private Residence,jordan.sall@morganstanley.com,,Salesforce
10930472,Inactive Investor,John Ashcroft,President,Shepherd Wealth Management Lititz PA 27 E Main St,john.ashcroft@shepherdwm.com,,Salesforce
11015164,Inactive Investor,Marjorie Davis,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,mdavis.1jcpp@primerica.com,,Salesforce
11234437,Inactive Investor,Thomas Gervase,,"Parkland Securities, LLC Fuquay Varina NC 1501 Lakestone Village Ln",,,Salesforce
11235026,Inactive Investor,Guy Jones,Financial Advisor,Advisory Services Network,,,Salesforce
372596,,Patrick Fitzsimmons,,United States,pjfitz@hotmail.com,,Salesforce
11098276,Inactive Investor,Lashaun Shelby,,Cetera Advisor Networks LLC Tucson AZ 3573 E Sunrise Dr,,,Salesforce
10770510,Inactive Investor,Henry Stifel,Portfolio Management Director;Private Wealth Advisor;Senior Vice President,Morgan Stanley New York NY 1585 Broadway,henry.stifel@morganstanley.com,,Salesforce
11193420,Inactive Investor,Alexander Bouton,Associate Advisor;Vice President,CWA Asset Management Group,alex.bouton@capitalwealthadvisors.com,,Salesforce
370747,,Adrian Pantea,,[Unknown],apantea@cox.net,,Salesforce
10822625,Inactive Investor,Fredrick Donovan,,"Raymond James Financial Services, Inc. Vancouver WA 9120 NE Vancouver Mall Loop",rick.donovan@raymondjames.com,,Salesforce
11208485,Inactive Investor,Jared Bloom,,"Samuel A. Ramirez & Company, Inc.",jared.bloom@ramirezco.com,,Salesforce
9613854,,stephanie cerny,,,stephaniecerny1978@gmail.com,,List import
352322,,Juan Caceres,"Vice President, Senior Investment Director",Axium Infrastructure Us Inc.,jcaceres@axiuminfra.com,646-449-9058,Manual List Upload
10839657,Inactive Investor,Roger Lowry,,"Next Financial Group, Inc. Colorado Springs CO 7687 Colorado Tech Dr",,,Salesforce
10888919,Inactive Investor,Cynthia Kirkpatrick,Senior Advisor,"Moneta Group Investment Advisors, LLC",ckirkpatrick@monetagroup.com,,Salesforce
339788,,Marc Lohser,Managing Director,Hq Capital Private Equity Llc,mlohser@auda.com,212-863-2300,Manual List Upload
11196249,Inactive Investor,Matthew Morice,,Cetera Financial Specialists LLC Sainte Genevieve MO 21450 Hwy 32,,,Salesforce
11047145,Inactive Investor,Brian Korienek,Owner;Partner;Vice President - Wealth Management,"Goldstone Financial Group, LLC",bkorienek@goldstonefinancialgroup.com,,Salesforce
10680350,,Jason Schoepke,,,jason.vizx@gmail.com,,List Import
11070175,Inactive Investor,Scott Crowley,,"Cambridge Investment Research, Inc. Washington PA 1720 Washington Rd",,,Salesforce
11098000,Inactive Investor,Joseph Allison,,"Westpark Wealth Advisors, Inc. Bay City TX 1805 5th St",,,Salesforce
11222620,,Fnu Upasana,,,upasana.khandelwal@transamerica.com,,List Import
11100618,Inactive Investor,Sydney Conner,,Fidelity Brokerage Services LLC,sydney.conner@fmr.com,,Salesforce
9547065,,Amy Hong,,,ahong@firstrepublic.com,,List import
9587052,,Alex Johnson,,,ruizluyisi@gmail.com,,List import
9558193,,Heidi Karlsson,,,heidikarlsson@me.com,,List import
10779342,Inactive Investor,Tyson Lai,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",tyson.lai@wellsfargoadvisors.com,,Salesforce
10925906,Inactive Investor,Michael Mann,,Fidelity Brokerage Services LLC,,,Salesforce
11064414,Inactive Investor,Robert McLaughlin,,"MML Investors Services, LLC Jacksonville NC 2444 Commerce Rd",rmclaughlin@massmutual.com,,Salesforce
11136399,Inactive Investor,Messan Kluse,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9572797,,Eric didier,,,dataanalyticsg7@gmail.com,,List import
11097533,Inactive Investor,Pamela Jones-Wyatt,Member,"Black Raven Investments, LLC",,,Salesforce
130160,,James McClellan,,"SunTrust Advisory Services, Inc.",james.mcclellan@suntrust.com,941-951-3020,
9615404,,Jean Germeil,,,operations@enforsys.ca,,List import
11233975,Inactive Investor,Jonathan Senneff,,Invicta Capital LLC,,,Salesforce
9641255,,Andrew Fang,,,andrew_fang@yahoo.com,,List import
10864137,Inactive Investor,Harrison Willner,Investment Advisor Representative;Owner;Portfolio Manager;Regulatory Contact,"TTP Investments, Inc.",harrison@ttp-investments.com,,Salesforce
11164290,Inactive Investor,Justin Barrett,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9549217,,Ashley gluyas,,,welsh_boy_1995@hotmail.com,,List import
10951743,Inactive Investor,Diego Kuschnir,,PEP Advisory LLC,,,Salesforce
9631681,,Gavin Ramos,,,inversiones536@gmail.com,,List import
11219144,,Daniel Landau,,,dlandau@hirtlecallaghan.com,,Other
10696208,,Pete Pancare,,Transamerica,ppancare@transamerica.com,,List Import
11182401,Inactive Investor,Allen Kay,Investment Advisor,"Investment Managers Group, LLC",,,Salesforce
10985490,Inactive Investor,Gevin Robertson,Private Client Banker;Vice President,J.P. Morgan Securities LLC New Providence NJ 75 South St,gevin.l.robertson@jpmorgan.com,,Salesforce
11165487,Inactive Investor,Matthew Holzwarth,,"Raymond James Financial Services, Inc. Chico CA 780 Mangrove Ave",matthew.holzwarth@raymondjames.com,,Salesforce
11228657,Inactive Investor,Clare Colt,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,clare.colt@jpmorgan.com,,Salesforce
10947417,Inactive Investor,David Telles,,PFG Advisors Chandler AZ 4850 W Chandler Blvd,,,Salesforce
10789028,Inactive Investor,Julie Jump,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,julie.jump@fidelity.com,,Salesforce
10658158,,Samuel Handler,,,sam.handler@arborresearch.com,,List Import
10752769,Inactive Investor,Edward Gudelinis,,Trident Partners Ltd.,,,Salesforce
10645436,,James Provinzino,,,jprovinzino@farmersagent.com,,List Import
11189394,Inactive Investor,Michael Martell,Financial Advisor;Financial Planning Specialist,Morgan Stanley Sarasota FL 2 N Tamiami Trl,michael.martell@morganstanley.com,,Salesforce
11219859,,Michael Defao,,,michael.e.defao@columbiamanagement.com,,Other
10959126,Inactive Investor,Kerr-Ann Dempster,Preferred Program Specialist,"Fifth Third Securities, Inc. Denver NC 7471 E Cross Dr",kerr-ann.dempster@53.com,,Salesforce
9575110,,Christopher Kirk,,,chris.kirk@voya.com,,List import
10971391,Inactive Investor,Arya Gor,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
10761654,Inactive Investor,Margaret Algieri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",,,Salesforce
9560988,,Walter Stockton,,,cstocksbusiness@gmail.com,,List import
351494,,Chuck Etzweiler,Senior Vice President,"Nepsis, Inc.",cetzweiler@investwithclarity.com,952-746-2003,Manual List Upload
9563732,,Jackie jin,,,jinlingyanapple@gmail.com,,List import
9641851,,Roy Wong,,,roy.wong@pbiactuarial.ca,,List import
10941235,Inactive Investor,Jeremy Downs,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10813420,Inactive Investor,Julio Perez-Babilonia,,PFS Investments Inc. Arecibo PR 11 Calle Gonzalo Marin,julio.perezbabilonia@primerica.com,,Salesforce
10882506,Inactive Investor,Tina Anderson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11029052,Inactive Investor,Todd Derrick,Interim President;Regulatory Contact;Vice President,Fuller Investment Management Company,tderrick@fullerinvesting.com,,Salesforce
11261100,Inactive Investor,David Kovalenko,Agent;Chief Compliance Officer,DG Wealth,,,Salesforce
10867421,Inactive Investor,Rodrigo Sanson,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10985526,Inactive Investor,Daniel Reeves,Financial Analyst,"Eaglestone Wealth Advisors, Inc.",dreeves@estwa.com,,Salesforce
10656474,,Christopher Colmone,,,ccolmone@nb.com,,List Import
10657065,,Mary Ramsey,,,mary.ramsey@53.com,,List Import
9616334,,Cyril Gharbi,,,cygha14@gmail.com,,List import
9577348,,Jamie Fisher,,,jamiefisher98@hotmail.com,,List import
11134338,Inactive Investor,James Sturniolo,,"Allstate Financial Services, LLC",jamessturniolo@allstate.com,,Salesforce
351104,,Beth Bevern,Controller,Ofc Wealth Management,bvonbevern@ofcwealth.com,973-258-1007,Manual List Upload
11077705,Inactive Investor,James Taylor,Managing Director,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.a.taylor@schwab.com,,Salesforce
10423918,,Shohei Suganuma,,,shohei0312@gmail.com,,Web form fillout
10804866,Inactive Investor,Kristi Palmer,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",,,Salesforce
10770139,Inactive Investor,Duncan Radcliffe,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Pittsford NY 1175 Pittsford Victor Rd",radcliffe.duncan@principal.com,,Salesforce
10494053,,Sean Mansouri,,,sean@elevate-ir.com,,List Import
226963,, -,,[[Unknown]],blockwealthco@gmail.com,,Organic Search
9590309,,Patrick Sommerfield,,,patrick@pjschmidt.com,,List import
10613663,,Brian Grodin,Financial Advisor,,bgrodin@massmutual.com,,List Import
10966431,Inactive Investor,Matthew Erickson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11083083,Inactive Investor,Gordon Netschke,,PNC Investments North Olmsted OH 4600 Great Northern Blvd,gordon.netschke@pnc.com,,Salesforce
11034132,Inactive Investor,Douglas Van Deren,Financial Advisor;Vice President - Investments,Wedbush Securities Inc. Santa Rosa CA 2455 Bennett Valley Rd,douglas.vanderen@wedbush.com,,Salesforce
9612762,,jokcho kokchev,,,sladur4obg@abv.bg,,List import
243681,,Hien Gerbereux,Partner,Convergence Investment Partners,hien.gerbereux@investcip.com,15614948001,Manual List Upload
10966957,Inactive Investor,Haily Shigeta,,Emerson Equity LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10912388,Inactive Investor,David Long,,Founders Financial Securities LLC Brookfield CT 1 Huckleberry Hill Rd,dlong@foundersfinancial.com,,Salesforce
9596057,,peter muehlsiegl,,,pm@leonteq.com,,List import
10862021,Inactive Investor,Simon Boonyanetr,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,simon.boonyanetr@primerica.com,,Salesforce
49273,,Leslie Theilacker,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",leslie.theilacker@transamerica.com,904-224-8040,
11100511,Inactive Investor,Ryan Peabody,Financial Advisor;Investment Advisor Representative;Regulatory Contact;Senior Director,Sharper & Granite LLC,peabody@sharpergranite.com,,Salesforce
10802529,Inactive Investor,Edmund Iannelli,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",,,Salesforce
11035236,Inactive Investor,Thomas Thompson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",ttodd_thompson@ml.com,,Salesforce
9554651,,Mark Gustafson,,,mark@thecaprockgroup.com,,List import
10859500,Inactive Investor,Shawn McHugh,Chief Compliance Officer,"WealthTrust Asset Management, LLC",shawn@wealthtrustam.com,,Salesforce
240336,,Mark Sales,,[Unknown],mark_sale@hotmail.com,,Direct
10963215,Inactive Investor,Joshua Bell,,"Citizens Securities, Inc. Canonsburg PA 3901 Washington Rd",joshua.j.bell@ccoinvest.com,,Salesforce
10802851,Inactive Investor,Robert Feil,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",robert_feil@ml.com,,Salesforce
9615171,,Sathish Duraiswamy,,,sathish.duraiswamy@gmail.com,,List import
10767836,Inactive Investor,John Rocco,Family Wealth Advisor;Financial Advisor;Managing Director;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,john.rocco@morganstanley.com,,Salesforce
236346,, -,,[[Unknown]],107577868@qq.com,,Paid Social
11044499,Inactive Investor,Reginald Blake,,J.P. Morgan Securities LLC New York NY 360 E 72nd St,reginald.l.blake@jpmorgan.com,,Salesforce
11117994,Inactive Investor,Colin Shaughnessy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",colin.e.shaughnessy@ampf.com,,Salesforce
9579344,,Jeffrey Phillips,,,jeffrey.phillips@rehmann.com,,List import
9545777,,Jasna Cowan,,,taitjasnacowan@gmail.com,,List import
10857334,Inactive Investor,Joel Oles,Director;President;Secretary;Treasurer,The Sherrington Group,joles@sherringtongroup.com,,Salesforce
11089685,Inactive Investor,Tanner Glass,,J.P. Morgan Securities LLC Encinitas CA 105 N El Camino Real,tanner.glass@jpmorgan.com,,Salesforce
10781634,Inactive Investor,Michael Ebeling,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha WI N19W24400 Riverwood Dr",michael_ebeling@ml.com,,Salesforce
10844621,Inactive Investor,Daniel De Witt,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 4575 Lake Michigan Dr NW",daniel.s.dewitt@ampf.com,,Salesforce
10958113,Inactive Investor,Clayton Borders,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Nashville TN 3100 W End Ave",clayton.borders@tiaa.org,,Salesforce
4674350,,Carlos Potavski,,,andracpotavski@gmail.com,,Web form fillout
11153270,Inactive Investor,John Feltl,,Feltl & Company,jcfeltl@feltl.com,,Salesforce
10887307,Inactive Investor,Steven Elsea,,LPL Financial LLC Dublin OH Private Residence,steven.elsea@lpl.com,,Salesforce
10791267,Inactive Investor,Maria Herrera,Chief Compliance Officer;Chief Investment Officer;Founding Partner;Partner;Principal,"CH Global Capital Management, LLC New York NY 430 Park Ave",,,Salesforce
9560012,,Matthew McKay,,,matthew.mckay@fidelity.com,,List import
11015480,Inactive Investor,Logan Fischer,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,,,Salesforce
10924116,,Jack Sommerfeld,,,jack@grayscale.com,,List Import
11034987,Inactive Investor,Robert Mack,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11007472,Inactive Investor,Brett Barrett,Registered Associate,Morgan Stanley Palm Beach FL 450 Royal Palm Way,brett.barrett@morganstanleypwm.com,,Salesforce
10421128,,Matthew Andermann,,,matthew.andermann@gmail.com,,Web Form Fillout
11105248,Inactive Investor,Abelardo Gonzalez,Financial Advisor;Vice President,Morgan Stanley Midland TX 6 Desta Dr,abelardo.gonzalez@morganstanley.com,,Salesforce
11220733,,Heather Strickland,,,heather.strickland@ambwealth.com,,Other
9633297,,lance lage,,,lancelage@gmail.com,,List import
11193155,Inactive Investor,Catherine Kohn,Financial Advisor,Edward Jones Round Rock TX 1830 Round Rock Ave,cathy.kohn@edwardjones.com,,Salesforce
9618327,,Andrew Heller,,,aheller@canaras.com,,List import
11047052,Inactive Investor,Jared Brent,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jared.brent@ubs.com,,Salesforce
9626867,,nicanor cleofe,,,cleofenicks@gmail.com,,List import
9606646,,v p,,,pro.viaud@protonmail.com,,List import
11003108,Inactive Investor,Sarah Brandon,Wealth Management Analyst,Morgan Stanley New York NY 6 Stone St,,,Salesforce
10870311,Inactive Investor,Gerald Naber,,LPL Financial LLC Cincinnati OH 5715 Harrison Ave,gerald.naber@lpl.com,,Salesforce
11105311,Inactive Investor,Francisco Martinez-Vazquez,,"Wells Fargo Clearing Services, LLC Spring TX 7344 Louetta Rd",,,Salesforce
11128705,Inactive Investor,Sydney Milewski,Associate,Morgan Stanley,sydney.milewski@morganstanley.com,,Salesforce
237323,, -,,[[Unknown]],s_dinesh@hotmail.com,,
11007312,Inactive Investor,Donald Dodson,,"Farmers Financial Solutions, LLC Sandy UT 9429 S Union Sq",ddodson@farmersagent.com,,Salesforce
9581192,,Valerian Bennett,,,valerian253@gmail.com,,List import
11001651,Inactive Investor,Atsushi Kurosawa,Financial Planner,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",alex.kurosawa@prudential.com,,Salesforce
171000,,Easton Gorishek,,[Unknown],ieaston26@gmail.com,,
9611313,,moh taj,,,m@t.com,,List import
10976448,Inactive Investor,Taneika Francisco,,"Robinhood Financial, LLC",taneika.francisco@robinhood.com,,Salesforce
10865149,Inactive Investor,Joan Johnson,,State Farm VP Management Corp. Salem OR 885 Lancaster Dr SE,joan.johnson.b7uy@statefarm.com,,Salesforce
10792984,Inactive Investor,Kirk Bippus,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",kirk.bippus@nm.com,,Salesforce
236504,, -,,[[Unknown]],solomonhong@hotmail.com,,
10695940,,Lindsay Birchfield,,BCR Wealth Strategies,lbirchfield@bcrwealth.com,,List Import
11035022,Inactive Investor,Bodie Murray,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",bodie.murray@nm.com,,Salesforce
10826497,Inactive Investor,Christopher Wolfe,,PFS Investments Inc. Tucson AZ 7225 N Oracle Rd,christopher.wolfe@primerica.com,,Salesforce
10990311,Inactive Investor,Bradley Steinhouse,,"RBC Capital Markets, LLC Eugene OR 975 Oak St",,,Salesforce
11040099,Inactive Investor,Joshua Dopp,Wealth Management Associate,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,joshua.dopp@morganstanley.com,,Salesforce
10804616,Inactive Investor,Elisabeth Hall,,Park Avenue Securities LLC Bemus Point NY 4950 Main St,elisabeth_hall@glic.com,,Salesforce
11080543,Inactive Investor,Megan Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10782214,Inactive Investor,Argie Economou,Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Colchester VT 105 Westview Rd,argie.economou@morganstanley.com,,Salesforce
10908320,Inactive Investor,David Smith,,Intervest International Equities Corporation,,,Salesforce
10807865,Inactive Investor,Giuseppe Distefano,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Millbrae CA 475 El Camino Real",giuseppe.distefano@usbank.com,,Salesforce
10787514,Inactive Investor,Richard Clarke,Chairman,"ZRC Wealth Management, LLC Santa Rosa CA 3510 Unocal Pl",,,Salesforce
10933929,Inactive Investor,Corey Gallagher,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Stratford CT Private Residence,corey.gallagher@lpl.com,,Salesforce
11109194,Inactive Investor,Eric Haehl,,PFS Investments Inc. Indianapolis IN 8383 Craig St,eric.haehl@primerica.com,,Salesforce
11059663,Inactive Investor,Amy Huber,,"OneAmerica Securities, Inc.",,,Salesforce
11113157,Inactive Investor,Randall Richard,,Richard Brothers Securities,rrichard@richardbrothersfinancial.com,,Salesforce
11145550,Inactive Investor,Adam Riegelhaupt,Executive Director,Morgan Stanley,adam.riegelhaupt@morganstanley.com,,Salesforce
10964187,Inactive Investor,John Sharkey,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",jsharkey@financialguide.com,,Salesforce
9595400,,Harshad Shrishrimal,,,ui.heymu@gmail.com,,List import
11039135,Inactive Investor,Sterling Vines,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,svines.stae3@primerica.com,,Salesforce
9627377,,Richard O'Connell,,,richard@roc-advisory.com,,List import
11070494,Inactive Investor,Ryan Mackinder,Financial Advisor;Partner,LPL Financial LLC Utica MI 6300 22 Mile Rd,ryan.mackinder@lpl.com,,Salesforce
11083745,Inactive Investor,James Johnston,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",james.d.johnston@ml.com,,Salesforce
9555375,,Melissa Boccaci,,,melissa@nepwealth.com,,List import
10907496,Inactive Investor,Nate Crosby,Chief Compliance Officer;Managing Member;President,"Crosby Advisory Group, LLC",ncrosby@crosbyadvisory.com,,Salesforce
9589969,,David Mcclean,,,dmcclean@bluestonecm.com,,List import
11181808,Inactive Investor,Arvin Aledia,,"Transamerica Financial Advisors, Inc Bellevue WA 2330 130th Ave NE",arvin.aledia@tfaconnect.com,,Salesforce
10918756,Inactive Investor,Craig Accardo,,"Osaic Wealth, Inc. Metairie LA 414 Clearview Pkwy",,,Salesforce
10896457,Inactive Investor,Angela Bohn,Financial Advisor;First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",,,Salesforce
9637884,,Evanda Butler,,,ebutler@cfr.org,,List import
10934370,Inactive Investor,Marie Zaczek,Administrative Manager;Chief Compliance Officer;Manager - Administrative Operations,Lytle Investments,marie@lytleinvestments.com,,Salesforce
10754042,Inactive Investor,Mary Gaul,Senior Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",mary.jeanne.gaul@wellsfargo.com,,Salesforce
11146765,Inactive Investor,Juan Vial,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 13170 Atlantic Blvd",juan.m.vial@ml.com,,Salesforce
125100,,Lauren Martin,"Director - Wealth Management, Senior Vice President",Wealthspire Advisors,lauren.martin@wealthspire.com,267-417-5216,
10806681,Inactive Investor,Nicholas Franco,Financial Advisor,"Wells Fargo Clearing Services, LLC Baton Rouge LA 7054 Jefferson Hwy",nicholas.franco@wellsfargoadvisors.com,,Salesforce
11163691,Inactive Investor,Jeremiah Keating,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",jeremiah.keating@ml.com,,Salesforce
10419064,,TRACY SMITH,,,tracylsmith2023@gmail.com,,Web Form Fillout
231056,,Noe Castilla -,,Noe Castilla [[Unknown]],booniecane@gmail.com,,Direct
11063373,Inactive Investor,Donald Burt,Wealth Advisor,LPL Financial LLC Seffner FL 901 Martin Luther King Jr Blvd,donald.burt@lpl.com,,Salesforce
10982552,Inactive Investor,Jaquetta Townsend,,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,jaquettaf.townsend@primerica.com,,Salesforce
10756396,Inactive Investor,Freddie Watson,Financial Advisor,Lincoln Investment Rockville MD 1 Research Ct,fwatson@lincolninvestment.com,,Salesforce
9644666,,Randall Martin,,,rmartin111@sbcglobal.net,,List import
11219158,,Nancy Lindberg,,,nlindberg@perkinscap.com,,Other
9621887,,Tokunbo Alexander Aribigbola,,,toksalex@yahoo.com,,List import
11129185,Inactive Investor,Abdirahman Kalif,,J.P. Morgan Securities LLC Atlanta GA 2608 Piedmont Rd NE,abdirahman.kalif@jpmorgan.com,,Salesforce
9644327,,Matthew Harcourt,,,matt@apollocap.io,,List import
9644254,,HONGBO MAO,,,cheersbo@me.com,,List import
10811337,Inactive Investor,Evan Price,Investment Management Consultant;Senior Vice President - Investments,"Raymond James & Associates, Inc. Spring Hill FL 4345 Commercial Way",,,Salesforce
10807650,Inactive Investor,Thomas Pearson,Financial Advisor,LPL Financial LLC Vancouver WA Private Residence,thomas.pearson@lpl.com,,Salesforce
11118561,Inactive Investor,Richard Waddell,Regional Vice President,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,richard.waddell@primerica.com,,Salesforce
11018446,Inactive Investor,Kameron Anderson,Financial Advisor,"CUSO Financial Services, L.P. Simi Valley CA 2680 Tapo Canyon Rd",,,Salesforce
11147348,Inactive Investor,Timothy Bolinger,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,reid.bolinger@lpl.com,,Salesforce
11041160,Inactive Investor,Teresa Latimer,,Cetera Advisor Networks LLC,latimert@ceteranetworks.com,,Salesforce
11254159,Inactive Investor,Dakota Endres,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11086672,Inactive Investor,Austin Ridgley,Client Service Representative,Commonwealth Financial Network Wexford PA 5000 Brooktree Rd,aridgley@commonwealth.com,,Salesforce
11228972,Inactive Investor,Erica Nix,Associate,Edward Jones Wichita KS 3876 N Woodlawn Blvd,,,Salesforce
9605153,,Daniel Foley,,,daniel.foley@cbreclarion.com,,List import
11082643,Inactive Investor,Randall Macgovern,,"Equity Services, Inc. Glastonbury CT 119-C Griswold St",macgovern_randall@nlvmail.com,,Salesforce
11176278,Inactive Investor,Mark Etzel,,"Avantax Investment Services, Inc. Bethel Park PA Private Residence",,,Salesforce
10848493,Inactive Investor,John Bryant,,"Raymond James Financial Services, Inc. Winchester KY 120 S Maple St",,,Salesforce
11053763,Inactive Investor,Brent Faber,,"FBL Marketing Services, LLC Johnston IA 5525 Merle Hay Rd",brent.faber@fbfs.com,,Salesforce
11182727,Inactive Investor,Rommel Baker,,PFS Investments Inc. Torrance CA 21151 S Western Ave,rommel.baker@primerica.com,,Salesforce
10614373,,Naveen Joshi,Financial Advisor,,naveen_joshi@fhfg.com,,List Import
11180030,Inactive Investor,Kristie Marshall-Snodgrass,,LPL Financial LLC Eldridge IA Private Residence,kristie.marshall@lpl.com,,Salesforce
9629986,,Christopher Scavotto,,,scavotto63@gmail.com,,List import
1003513,Inactive Investor,Glenn Starkman,,Soteria,glenn@soteria.io,845-501-0313,3rd Party Lead Gen
10818496,Inactive Investor,Michael Kaplan,Wealth Advisor,"Prospera Financial Services, Inc. Houston TX 3810 Durness Way",michael.kaplan@prosperafinancial.com,,Salesforce
9629223,,Gerard Pennefather,,,gerard.pennefather@icloud.com,,List import
11069600,Inactive Investor,Seth Henrie,Executive Director;Private Wealth Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,seth.henrie@morganstanley.com,,Salesforce
11160442,Inactive Investor,Mark Eyre,,Sigma Financial Corporation Wixom MI 29560 Beck Rd,,,Salesforce
11191439,Inactive Investor,Steven Suib,Chief Compliance Officer;Investment Advisor Representative;Owner;President,Preservation Wealth Management,steve@retirementsafety.net,,Salesforce
9561002,,christopher keys,,,keyscm@gmail.com,,List import
224693,,Rafael Golebiewski,,[Unknown],r.golebiewski@bizztemp.nl,,
41609,,John Glass,,Eagle Strategies LLC,jglass@ft.newyorklife.com,602-952-1202,
162594,,James Locker,,[Unknown],jameslocker_83@msn.com,,Organic Search
10969496,Inactive Investor,Joshua Carr,Personal Banker;Premier Banker,"Wells Fargo Clearing Services, LLC Pearland TX 2904 Broadway St",,,Salesforce
11047043,Inactive Investor,Scarlette Zar,Senior Client Service Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,scarlette.zar@morganstanley.com,,Salesforce
11048730,Inactive Investor,Robert Harris,Investment Advisor Representative;Vice President,Harris Consulting,robert@harrismgt.com,,Salesforce
10894266,Inactive Investor,Lisa Frazzetta-Manning,,LPL Financial LLC Warsaw IN 732 E 200 N,lisa.frazzetta-manning@lpl.com,,Salesforce
10787611,Inactive Investor,Tatiana Kotchoubey,,Allen & Company LLC,,,Salesforce
11200530,Inactive Investor,Jaritt Ruff,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",,,Salesforce
10810463,Inactive Investor,Lolita Lista,,"Ameritas Investment Company, LLC Roslyn Heights NY 7 Schoolhouse Ln",llista@ameritas.com,,Salesforce
10940397,Inactive Investor,Michele Waite,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",michele.waite@tiaa.org,,Salesforce
11134147,Inactive Investor,James Simpson,Financial Advisor;Portfolio Management Director;Vice President - Wealth Management,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,james.simpson@morganstanley.com,,Salesforce
11171700,Inactive Investor,Gina Grosso,,J.P. Morgan Securities LLC Nashville TN 1121 Gallatin Ave,gina.grosso@jpmorgan.com,,Salesforce
11228744,Inactive Investor,David Gonzalez,,J.P. Morgan Securities LLC Longwood FL 929 W State Road 434,,,Salesforce
10944470,Inactive Investor,William Francis,Investment Advisor Representative,LifeMark Securities Corp. Poughkeepsie NY Private Residence,wfrancis@lifemark.com,,Salesforce
4527180,,Adil Ishaq,,Unique Boys Hostel Iqbal Town Lahore,m.adil199506@gmail.com, +923104548249,Web Form Fillout
11017825,Inactive Investor,Conner Elliott,Client Service Specialist,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",conner.elliott@ampf.com,,Salesforce
10616189,,Westley Iller,,,willer@wintrustwealth.com,,List Import
211796,,Lisa Ponzio,Retired,Retired,laponzio@gmail.com,,Content
11131511,Inactive Investor,Pamela McGirr,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",pamela.mcgirr@ml.com,,Salesforce
9550749,,Nicole Austin,,,nicolea35@icloud.com,,List import
10796478,Inactive Investor,Michael Burke,Vice President;Wealth Advisor,LPL Financial LLC Nashville TN 1201 Demonbreun St,michael.burke@lpl.com,,Salesforce
11036793,Inactive Investor,Staci Howell,,State Farm VP Management Corp. Waxhaw NC 500 E South Main St,staciwaters@statefarm.com,,Salesforce
179828,,Heather Shelton,,[Unknown],hshelton507@gmail.com,,Organic Search
10989854,Inactive Investor,Sara Imburgia,,Fidelity Brokerage Services LLC New York NY 165 Broadway,sara.imburgia@fmr.com,,Salesforce
11209797,Inactive Investor,Christopher Michelsen,,B. Riley Wealth Management New York NY 299 Park Ave,cmichelsen@brileywealth.com,,Salesforce
10780059,Inactive Investor,Keyon Smith,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 13080 Race Track Rd",keyon.o.smith@ml.com,,Salesforce
9547687,,Alireza Dehghani,,,imporeal.ali@gmail.com,,List import
10790076,Inactive Investor,Jeffrey Slavey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jeffrey.slavey@fidelity.com,,Salesforce
344280,,Channing Mitzell,Principal,"Windsor Wealth Management, Inc.",cmitzell@windsorwealth.com,317-848-3005,Manual List Upload
9602252,,hans kung,,,hansthkung@gmail.com,,List import
10848066,Inactive Investor,Mark Callahan,,"Osaic Wealth, Inc. Fairhope AL 116 Fairhope Ave",,,Salesforce
11068748,Inactive Investor,Todd Breaux,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,toddbreaux@statefarm.com,,Salesforce
10884850,Inactive Investor,Tomas Velken,,Emerson Equity LLC Irvine CA 9940 Research Dr,,,Salesforce
11004953,Inactive Investor,Carina Velasquez,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",carina.velasquez@ampf.com,,Salesforce
10661908,,Neil Firlit,,,neil@northbranchcap.com,,List Import
9614544,,ANTHONY COSTANTINO,,,user766668@aol.com,,List import
11040859,Inactive Investor,Tristan Walker,Financial Advisor,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",,,Salesforce
10998419,Inactive Investor,Ryan Bollinger,Senior Vice President,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,ryan.bollinger@citi.com,,Salesforce
10786646,Inactive Investor,Scott Griffin,Chief Executive Officer;Founder;Owner;President,Griffin Financial Services,,,Salesforce
9569602,,Melissa Sotudeh,,,msotudeh@halpernfinancial.com,,List import
10910597,Inactive Investor,Mackenzie Wheatley,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,mackenzie.wheatley@jpmorgan.com,,Salesforce
10996058,Inactive Investor,Kendell Woodyard,,State Farm VP Management Corp. Terre Haute IN 3179 S 3rd Pl,kendell.woodyard.uvnp@statefarm.com,,Salesforce
10942136,Inactive Investor,Cary Jacobs,,"Moloney Securities Co., Inc.",cjacobs@moseco.com,,Salesforce
11200048,Inactive Investor,Troy Hamsher,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,"Hamsher Wealth Management, LLC",thamsher@hwealth.org,,Salesforce
10834675,Inactive Investor,Gaylord Chase,Senior Managing Director,"Sunbelt Securities, Inc. Beaumont TX 2615 Calder St",,,Salesforce
336080,,Michael Browne,Investment Director,Martin Currie Inc,mbrowne@martincurrie.com,441-312-295252,Manual List Upload
9545585,,Cynthia DuPilka,,,cmdupilka@msn.com,,List import
11022085,Inactive Investor,Katherine Pabon,,J.P. Morgan Securities LLC Tampa FL 6703 Memorial Hwy,katherine.pabon@jpmorgan.com,,Salesforce
11060135,Inactive Investor,Douglas Yauger,Senior Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,dyauger@sovereigngrp.com,,Salesforce
10809065,Inactive Investor,Patrick Ramaekers,,"Cadaret, Grant & Co., Inc. Omaha NE 7915 L St",pramaekers@cadaretgrant.com,,Salesforce
9541917,,Chris Romasco,,,romasco80@yahoo.com,,List import
10849550,Inactive Investor,Robert Eagle,,"CapFinancial Securities, LLC.",bob.eagle@captrustadvisors.com,,Salesforce
10908836,Inactive Investor,Reagan Adjei,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Des Moines IA 6630 Mills Civic Pkwy",reagan.adjei@ml.com,,Salesforce
10505789,,Lon C Merritt Merritt,CFP,"Master Planners & Associates, LLC",lonmerritt@yahoo.com,315-732-2701,List import
9643622,,Carlos Ospina,,,main.frame.lvl@gmail.com,,List import
9544298,,Ngoni Mupfurutsa,,,ecoteam82@gmail.com,,List import
11145185,Inactive Investor,David Szulanski,,Morgan Stanley New York NY 399 Park Ave,david.szulanski@morganstanley.com,,Salesforce
10846286,Inactive Investor,William Dillon,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,mark.dillon@lpl.com,,Salesforce
10986735,Inactive Investor,Alexander Protosow,,"Allstate Financial Services, LLC East Meadow NY 222 E Meadow Ave",aprotosow@allstate.com,,Salesforce
11221212,,Anna Rojas,,,anna.rojas@firsthorizon.com,,List Import
198646,,Julianne Bakshi,,[Unknown],jmckeeve@gmail.com,,source
11107836,Inactive Investor,Nesma Elshahed,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10974529,Inactive Investor,Cameron Ziegler,Financial Advisor;Investment Advisor Representative;Retirement Plan Service Specialist,"Cornerstone Wealth Advisors, Inc.",c.ziegler@cwainvestors.com,,Salesforce
11017836,Inactive Investor,Jerry Potter,Investment Advisor;Retirement Consultant,"Freedom Financial Advisors, LLC",jerry.potter@theffig.com,,Salesforce
9580190,,Daniela Pereira,,,daniela.nascimento@moneytimes.com.br,,List import
11220175,,Michael Hudson,,,mhudson@harrisassoc.com,,Other
9549798,,Kathryn Phaneuf,,,kathryn.m.phaneuf@suntrust.com,,List import
10767582,Inactive Investor,Robert Hall,Chairman;Chief Compliance Officer;Director;Founder;President,"Hall Capital Management Company, Inc.",roberthall@hallcapitalmgmt.com,,Salesforce
11077392,Inactive Investor,Owen Endris,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",owen.endris@schwab.com,,Salesforce
9582463,,Brian Thies,,,bthies@paineschwartz.com,,List import
9582212,,Mo Hagbin,,,mo.haghbin@invesco.com,,List import
10620100,,Jamie Holmes,,,jholmes@wintrustwealth.com,,List Import
36127,,Wayne Fourman,Financial Advisor,"Creative Financial Designs, Inc.",wayne.fourman@cfdinvestments.com,937-548-5035,
9545478,,Flex Yang,,,flex.yang@babel.finance,,List import
11096401,Inactive Investor,Bill Kwon,Financial Advisor;Senior Vice President,Morgan Stanley Peoria IL 401 Main St,bill.kwon@morganstanley.com,,Salesforce
10772113,Inactive Investor,Stephen Reed,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Chapel Hill NC 317 W Barbee Chapel Rd,steve.reed@ubs.com,,Salesforce
11217506,,Emilio Abdul,,,emilio.abdul@jpmorgan.com,,Other
10939838,Inactive Investor,Erin Gulliksen,,"First Command Brokerage Services, Inc. Oceanside CA 4167 Avenida de la Plata",ecgulliksen@firstcommand.com,,Salesforce
11123808,Inactive Investor,Jayson Grauman,Private Client Advisor,J.P. Morgan Securities LLC Auburn WA 6950 Lakeland Hills Way SE,jayson.grauman@jpmorgan.com,,Salesforce
155824,,Alexander Matthes,,[Unknown],alexandermatthes@gmail.com,,
10753870,Inactive Investor,Louis Derito,,"Avantax Investment Services, Inc. Feasterville Trevose PA 1039 Millcreek Dr",,,Salesforce
10873077,Inactive Investor,Benjie Esguerra,Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,benjie.esguerra@ubs.com,,Salesforce
10754614,Inactive Investor,Michael Waterman,,Morgan Stanley Boston MA 28 State St,michael.p.waterman@morganstanley.com,,Salesforce
11208483,Inactive Investor,David Renelt,,Feltl & Company,dfrenelt@feltl.com,,Salesforce
9615166,,Joshua Myers,,,jmyers25796@gmail.com,,List import
10773992,Inactive Investor,Jonathan Weinstein,,Evercore Group L.L.C.,,,Salesforce
11095674,Inactive Investor,Keith Gredys,,"IFP Securities, LLC Urbandale IA 2555 106th St",keith.gredys@ifpartners.com,,Salesforce
9553530,,Matthew Slone,,,slonem01@gmail.com,,List import
10904403,Inactive Investor,James Brown,Financial Advisor,Edward Jones Farmington NM 4800 College Blvd,jimmy.brown@edwardjones.com,,Salesforce
191135,,saeed rezanejad,,[Unknown],saeedrezanejad360@gmail.com,,source
10767184,Inactive Investor,Andrea Abeger,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",andrea_abeger@ml.com,,Salesforce
11118432,Inactive Investor,Kevin Moore,,Commonwealth Financial Network San Antonio TX 1901 NW Military Hwy,,,Salesforce
10758307,Inactive Investor,Craig Pierce,Vice President;Wealth Advisor,Morgan Stanley Corpus Christi TX 802 N Carancahua St,craig.pierce@morganstanley.com,,Salesforce
11043511,Inactive Investor,Justin Nodo,Personal Banker,"Fifth Third Securities, Inc. Canton OH 4653 Tuscarawas St W",justin.nodo@53.com,,Salesforce
10851119,Inactive Investor,Robert Bussells,Financial Advisor,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,robert.bussells@morganstanley.com,,Salesforce
11165560,Inactive Investor,Jeremy Hickey,Financial Advisor,"Wells Fargo Clearing Services, LLC Clermont FL 726 E Hwy 50",jeremy.hickey@wellsfargo.com,,Salesforce
11196272,Inactive Investor,Henry O'Brien,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
11105282,Inactive Investor,Michael Joeckel,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Tampa FL 1307 W Fletcher Ave,michael.joeckel@thrivent.com,,Salesforce
9622475,,Ikrom Ikrom bawafi,,,bawafiikrom@gmail.com,,List import
9563738,,Christopher Dilts,,,cdilts@massmutual.com,,List import
9127748,,Katie Martin,,,katie.martin@ft.com,,List Import
10998547,Inactive Investor,Douglas Johnson,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10957141,Inactive Investor,Kimberlyann Perkins,Secretary,"2Adapt Investment Advisory, LLC Hummelstown PA 2033A Raleigh Rd",,,Salesforce
10510591,,Todd Page,Regional Consultant,State Street Global Advisors SPDR,michael_mcilravy@ssga.com,,List Import
10792307,Inactive Investor,Marion Porter,,PFS Investments Inc. Fort Valley GA 904 Knoxville St,marion.porter@primerica.com,,Salesforce
11069443,Inactive Investor,Shuk Fung,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",shuk.fung@schwab.com,,Salesforce
9542398,,Yun Shi,,,stefanie0928@outlook.com,,List import
11021892,Inactive Investor,Amy King,,LPL Financial LLC Arvada CO 5690 Webster St,amy.king@lpl.com,,Salesforce
10816990,Inactive Investor,Diane Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Peachtree Corners GA 5525 Peachtree Pkwy",diane.l.davis@wellsfargoadvisors.com,,Salesforce
9593681,,Lauren Young,,,lyoung@pccpllc.com,,List import
9560918,,Sangsu Kim,,,solospeed1979@gmail.com,,List import
9647344,,Monica Anschel,,,rabbit.crypto.nav@gmail.com,,List import
11081882,Inactive Investor,Oussama Bouban,,"Allstate Financial Services, LLC Hollywood FL 2643 N Hiatus Rd",oussamabouban@allstate.com,,Salesforce
11116411,Inactive Investor,Marla Scali,,"Wells Fargo Clearing Services, LLC Acworth GA 1795 Mars Hill Rd NW",marla.hyneman@wellsfargo.com,,Salesforce
9547710,,Devan Bishop,,,devan_03@hotmail.com,,List import
11022019,Inactive Investor,Ravi Pooran,,J.P. Morgan Securities LLC Glen Ellyn IL 727 Roosevelt Rd,ravi.pooran@jpmorgan.com,,Salesforce
10897717,Inactive Investor,Matthew Blanco,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,matthew.blanco@jpmorgan.com,,Salesforce
10819135,Inactive Investor,Aaron Wilson,Financial Advisor,Edward Jones Clyde OH 137 W Buckeye St,aaron.wilson@edwardjones.com,,Salesforce
11033349,Inactive Investor,Cynthia Gammon,Financial Planner,LPL Financial LLC Seattle WA 227 S Orcas St,cynthia.gammon@lpl.com,,Salesforce
11181153,Inactive Investor,Jessica Kozlowski,Financial Advisor,Edward Jones Santa Rosa CA 800 Mendocino Ave,jessica.kozlowski@edwardjones.com,,Salesforce
11052980,Inactive Investor,Antonio Nunez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",antonio.nunez@ml.com,,Salesforce
10953888,Inactive Investor,Enrique Tiburcio,Executive Director,"Citizens Securities, Inc. New York NY 1270 Avenue of the Americas",enrique.tiburcio@citizensbank.com,,Salesforce
11026394,Inactive Investor,Josh Ratcliff,,"First Horizon Advisors, Inc.",josh.ratcliff@firsthorizon.com,,Salesforce
248742,,Avit Rukaka,Entreprenuer,Hypemast,avitusrukaka23@gmail.com,,Manual List Upload
10767508,Inactive Investor,Manuel Arellano,,PFS Investments Inc. San Fernando CA 1038 N Maclay Ave,manuel.arellano@primerica.com,,Salesforce
239079,,Andrew Katros,,[Unknown],akatros@aol.com,,Direct
10959398,Inactive Investor,Michael Murphy,,"Cambridge Investment Research, Inc. Virginia Beach VA 4429 Bonney Rd",,,Salesforce
11104697,Inactive Investor,Sean Biggs,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10757308,Inactive Investor,Christopher Russak,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",christopher_russak@ml.com,,Salesforce
11004804,Inactive Investor,Clifton Colbert,,Goldman Sachs Custody Solutions Dallas TX 2001 Ross Ave,,,Salesforce
11263836,Inactive Investor,Joseph Kruse,"Founder, CEO","Kruse Asset Management, LLC",stuart@kruseassetmanagement.com,312-775-6000,Manual List Upload
9559879,,Beyhan Tellioglu,,,beteverse@gmail.com,,List import
11104298,Inactive Investor,Jonathan Harner,Financial Advisor;Managing Member;Owner,"Wichita Wealth Management, LLC",jonathan@wichitawealth.com,,Salesforce
11163584,Inactive Investor,Edith Coleman,,PFS Investments Inc. Greensboro NC 1031 Summit Ave,edith.coleman@primerica.com,,Salesforce
11065824,Inactive Investor,Adrian Davies,Chief Investment Officer;Portfolio Manager;President,Woodstock Corporation,adavies@woodstockcorp.com,,Salesforce
10882849,Inactive Investor,Jay Hollenbeck,,"FBL Marketing Services, LLC Valentine NE 264 N Main St",jhollenbeck@fbfs.com,,Salesforce
10777884,Inactive Investor,Luke King,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,luke.king@fidelity.com,,Salesforce
9553262,,Larry Harvey,,,larry@hfgwm.com,,List import
11203768,Inactive Investor,Samuel Britton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",samuel.britton@ml.com,,Salesforce
9581677,,Richard HICKMAN,,,olearmy1@msn.com,,List import
5531421,,Daniel Prieto,,,daniadspr@gmail.com,,Web Form Fillout
1932685,,[Unknown],,,missoularealestate@stockmanbank.com,,
11098690,Inactive Investor,John March,Financial Advisor,Edward Jones Fulton MO 211 S Business 54,joe.march@edwardjones.com,,Salesforce
10758917,Inactive Investor,Michael Stern,Financial Advisor,"Wells Fargo Clearing Services, LLC Vineland NJ 1051 W Sherman Ave",michael.s.stern@wellsfargoadvisors.com,,Salesforce
10904478,Inactive Investor,Amir Ahmed,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,amir.ahmed@primerica.com,,Salesforce
10852972,Inactive Investor,Lisa Brown,Chief Compliance Officer;President;Principal,Greenwood Gearhart Inc.,lkeck@greenwoodgearhart.com,,Salesforce
234529,, -,,[[Unknown]],nq.quan84@gmail.com,,
226458,, -,,[[Unknown]],joseph.ligaya@fmr.com,,Initial Salesforce Import
10891655,Inactive Investor,Duc Nguyen,,Fidelity Brokerage Services LLC,duc.nguyen@fidelity.com,,Salesforce
10986914,Inactive Investor,Evan Zeller,,Fidelity Brokerage Services LLC Mountain View CA 2580 W El Camino Real,,,Salesforce
10887111,Inactive Investor,Alejandro Rojano,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11113378,Inactive Investor,Peter Cirelli,,"Prudential Annuities Distributors, Inc Irving TX 4524 Byron Cir",peter.cirelli@prudential.com,,Salesforce
11186810,Inactive Investor,Douglas Mitchell,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,douglas.mitchell@fidelity.com,,Salesforce
10824722,Inactive Investor,Claudine Pinho,Senior Client Associate,UBS Financial Services Inc. Westfield NJ 109 N Ave W,claudine.pinho@ubs.com,,Salesforce
11233307,Inactive Investor,Mackenzie Hanigan,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11136559,Inactive Investor,Virginia Clay,Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,virginia.clay@morganstanley.com,,Salesforce
11005862,Inactive Investor,Toril Mcguigan,Financial Advisor,Edward Jones Dillon CO 256 Dillon Ridge Rd,,,Salesforce
10991577,Inactive Investor,Mark Bates,Principal;Wealth Advisor,"Adero Partners, LLC Orinda CA Private Residence",mark@aderopartners.com,,Salesforce
10796971,Inactive Investor,Jennifer Cembrock,,"Raymond James Financial Services, Inc. Peachtree City GA 525 Westpark Dr",jennifer.cembrock@raymondjames.com,,Salesforce
11030462,Inactive Investor,Barry Di Ruzza,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6210 Ardrey Kell Rd",barry.diruzza@nm.com,,Salesforce
10916260,Inactive Investor,Donald Wiechart,,"Investment Network, Inc.",dwiechart@invnetinc.com,,Salesforce
11023977,Inactive Investor,Shelley Chornak,,"Northwestern Mutual Investment Services, LLC Cleveland OH 7251 Engle Rd",,,Salesforce
179991,,Jose Nunez,,[Unknown],nunezj24@gmail.com,,Paid Social
345038,,Chris Mcalpin,Managing Partner,"Sound Financial Strategies Group, Llc",cmcalpin@soundfsg.com,601-856-3825,Manual List Upload
10753701,Inactive Investor,Kenzie Conway,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Webster TX 19205 Gulf Fwy",,,Salesforce
11001931,Inactive Investor,Sunny Reed,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,,,Salesforce
10773856,Inactive Investor,Michael Connelly,,B. Riley Wealth Management Bryn Mawr PA 610 Old Lancaster Rd,mconnelly@brileywealth.com,,Salesforce
222861,,Santiago Gutierrez Zaldivar,"Managing Director, CCO",Adamo Capital,santiago@adamo.capital,603-306-9388,Manual List Upload
11222433,,Stephen Spach,,,stephen.spach@pinionwealth.com,,List Import
224145,,Louise Franke,,[Unknown],lucysisle@me.com,,
11009123,Inactive Investor,Nicholas Rasmussen,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",nick.rasmussen@nm.com,,Salesforce
5052758,,Davith Ban,,,davithban@gmail.com,,Web Form Fillout
10494357,,Mark Rhodes,"Chief Executive Officer, President, Regulatory Contact",NXG Investment Management,mrhodes@nxgim.com,,List Import
10997705,Inactive Investor,Micah Charyn,,"Valley Financial Management, Inc. Miami FL 2121 Ponce De Leon Blvd",micah.charyn@leumiusa.com,,Salesforce
10777548,Inactive Investor,Michelle Pumer,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",michelle_pumer@ml.com,,Salesforce
11177364,Inactive Investor,Louis Lobue,,Cetera Financial Specialists LLC Baton Rouge LA 115 E Greens Dr,louis.lobue@ceterafs.com,,Salesforce
9542766,,Dexter Pante,,,dex_pante@yahoo.com,,List import
10938062,Inactive Investor,Vanessa Paea,,PFS Investments Inc. Colton CA 1012 E Cooley Dr,vanessa.paea@primerica.com,,Salesforce
10997432,Inactive Investor,Samuel Goodyear,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,sgoodyear@ft.newyorklife.com,,Salesforce
10882708,Inactive Investor,Francis Depiano,,Fidelity Brokerage Services LLC Exton PA 300 Main St,fran.depiano@fmr.com,,Salesforce
10943937,Inactive Investor,Earl Ketry,,Snyder Wealth Group,,,Salesforce
9604998,,Steven Wolff,,,steven@snickersgaptrees.com,,List import
11311167,Inactive Investor,Dallas Traser,Financial Advisor,Savant Wealth Management,dtraser@savantwealth.com,815-227-0300,Salesforce
10953906,Inactive Investor,Phillip Smolinski,Financial Advisor,"Fairhaven Wealth Management, LLC",,,Salesforce
10904531,Inactive Investor,Taylor Flotre,Financial Advisor,"Ameriprise Financial Services, LLC Danbury CT 57 North St",taylor.flotre@ampf.com,,Salesforce
9596781,,James Vandevoorde,,,j.vandevoorde@osherco.com,,List import
10986337,Inactive Investor,John Ferguson,Financial Associate,"Patrick M. Sweeney & Associates, Inc Barrington IL 18-1 E Dundee Rd",jack@patrickmsweeney.com,,Salesforce
1003558,Inactive Investor,Maurice Berkower,,Berkower,mb@berkowerllc.com,732-510-1523,
9617702,,Charles Akre,,,cakre@akrecapital.com,,List import
10996613,Inactive Investor,Robert Hanley,,J.P. Morgan Securities LLC Baltimore MD 3824 Boston St,robert.hanley@jpmorgan.com,,Salesforce
11138228,Inactive Investor,Donovan Prost,,"Northwestern Mutual Investment Services, LLC Quincy IL 3835 E Lake Ctr",donovan.prost@nm.com,,Salesforce
11011887,Inactive Investor,Kellie Gibbons,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11180384,Inactive Investor,Brandi Downey,Associate Vice President - Investments,"Raymond James & Associates, Inc. Lafayette IN 201 Main St",brandi.downey@raymondjames.com,,Salesforce
10784347,Inactive Investor,John Thomas,Financial Advisor,Edward Jones Elk City OK 2208 W 3rd St,john.thomas@edwardjones.com,,Salesforce
339034,,Adam Mcmaster,Chief Financial Officer,Meadow Capital Management Llc,amcmaster@meadowpartners.com,212-317-1214,Manual List Upload
9584175,,Jonathan Gates,,,jongates@financialguide.com,,List import
11260193,Inactive Investor,Bronson Booth,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11055386,Inactive Investor,Marie Messi VanCamp,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,solange.messivancamp@primerica.com,,Salesforce
11001027,Inactive Investor,Louis Toujague,,LPL Financial LLC Binghamton NY 1 Kattelville Rd,louis.toujague@lpl.com,,Salesforce
10839061,Inactive Investor,Curtis Yohon,,Commonwealth Financial Network Leawood KS 12405 Beverly St,cyohon@cfnmail.com,,Salesforce
11066329,Inactive Investor,David Karbon,Private Client Financial Advisor,"Citizens Securities, Inc. Birmingham MI 795 E Maple Rd",david.karbon@citizenssecurities.com,,Salesforce
2119813,,Sokat Sokat,,,sokathusain796@gmail.com,,
11030058,Inactive Investor,Kyle Jeffery,,"Bessemer Investor Services, Inc. Miami FL 801 Brickell Ave",,,Salesforce
11212673,Inactive Investor,Sarah Shockley,Senior Advisor,"Raymond James & Associates, Inc.",sarah.shockley@raymondjames.com,,Salesforce
10921382,Inactive Investor,David McPhail,Wealth Advisor,LPL Financial LLC Oxford MS 1204 Office Park Dr,david.mcphail@lpl.com,,Salesforce
10931130,Inactive Investor,Sarah Hart,Financial Advisor,Edward Jones Lees Summit MO 500 SW Market St,sarah.hudson@edwardjones.com,,Salesforce
11117920,Inactive Investor,Kristine Marzelli,,MissionSquare Investment Services,,,Salesforce
10835812,Inactive Investor,Victoria Hargrove,Senior Client Associate,UBS Financial Services Inc. San Francisco CA 555 California St,victoria.j.hargrove@ubs.com,,Salesforce
9545682,,Jessica Resler,,,jessicaresler@gmail.com,,List import
10806322,Inactive Investor,Audra Higgins,Chief Compliance Officer;Chief Operating Officer;Director - Operations;Owner;Partner,Simmons Capital Group,ahiggins@simmonscapitalgroup.com,,Salesforce
11062599,Inactive Investor,Delanie Mcmorris,,"Wells Fargo Clearing Services, LLC Greeley CO 4635 Centerplace Dr",,,Salesforce
11060048,Inactive Investor,Peter Gentile,,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,pgentile@gwnsecurities.com,,Salesforce
10850716,Inactive Investor,Michael Bukala,,Fidelity Brokerage Services LLC Geneva IL 987 Randall Rd,michael.bukala@fidelity.com,,Salesforce
9583348,,Aleksandr Panov,,,abnorthrop13@gmail.com,,List import
11189329,Inactive Investor,Joseph Snyder,,LPL Financial LLC Darien IL 1021 75th St,joseph.snyder@lpl.com,,Salesforce
10967592,Inactive Investor,Clinton Firestone,,Mutual of America Securities LLC Westchester IL 4 Westbrook Corporate Ctr,clint.firestone@mutualofamerica.com,,Salesforce
9577589,,Edwin L,,,ezynet1688@gmail.com,,List import
9633105,,Zachary Schneider,,,zachary.schneider@gmail.com,,List import
11011917,Inactive Investor,Joshua Welch,,"Truist Investment Services, Inc. Greenville SC 3841 Pelham Rd",shane.welch@truist.com,,Salesforce
10992596,Inactive Investor,Neerab Shrestha,,NYLIFE Securities LLC Windsor CT 100 Northfield Dr,nshrestha@ft.newyorklife.com,,Salesforce
9606087,,Ken Sparrow,,,kensparrow@outlook.com,,List import
9571441,,Corey King,,,corey.king@lfg.com,,List import
11028061,Inactive Investor,Heather Needham,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",heather.needham@nm.com,,Salesforce
9644322,,BOGEUN JEONG,,,wjdqhrms1@naver.com,,List import
9562764,,Ian Staples,,,ians@peoplestrust.com,,List import
11035430,Inactive Investor,Michael Steiner,Partner;Wealth Advisor,Corient New York NY 101 Park Ave,michael.steiner@corient.com,,Salesforce
10924416,Inactive Investor,Benvenuto De Rosa,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Whitestone NY 15315 Cross Island Pkwy,anthony.b.derosa@jpmorgan.com,,Salesforce
342129,,Adam Mastrelli,,,adam@woodstockfund.us,,
10886250,Inactive Investor,Samuel Zamet,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,samuel.zamet@fmr.com,,Salesforce
167467,,Joseph Tienzo,,[Unknown],josephtienzo@gmail.com,,Other
9554368,,koy Jiraporn,,,pornn171@gmail.com,,List import
70405,,Clotilde Monguya,Global Health Consultant,Self employed,monguyamd@gmail.com,,
11139372,Inactive Investor,Scott Rosser,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",scott.rosser@bofa.com,,Salesforce
10761730,Inactive Investor,Hylah Ballowe,Managing Director,Davenport & Company LLC,hballowe@investdavenport.com,,Salesforce
11167249,Inactive Investor,Ryan Oldenburg,,Sigma Financial Corporation Belmont MI 6195 Belmont Ave NE,,,Salesforce
10883801,Inactive Investor,Gerald Crews,,LPL Financial LLC Gurnee IL 1790 Nations Dr,gerald.crews@lpl.com,,Salesforce
9587975,,federico turcatti,,,fede_tuca_91@hotmail.it,,List import
10853475,Inactive Investor,James Schultz,,"American Portfolios Financial Services, Inc. Naples FL 5659 Strand Ct",jschultz@americanportfolios.com,,Salesforce
11098818,Inactive Investor,Robin Lawson,,"Concourse Financial Group Securities, Inc. La Grange KY 309 W Jefferson St",robin.lawson@concoursefinancial.com,,Salesforce
11235871,Inactive Investor,Daniel Peluse,,OneDigital Investment Advisors Nashville TN Private Residence,,,Salesforce
11146833,Inactive Investor,Richard Phillips,First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3945 E Paradise Falls Dr",rick.phillips@wellsfargoadvisors.com,,Salesforce
10850766,Inactive Investor,Brian Larkin,,Santander Securities LLC,brian.larkin@santanderinvestments.com,,Salesforce
10659233,,Oralia Navar-Perales,,,oralia.navar@transamerica.com,,List Import
11130601,Inactive Investor,Lavera Prestage,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5718 Westheimer Rd",lavera.j.prestage@ampf.com,,Salesforce
11223034,,Seth Damski,,,seth@oldcitycapital.com,,List import
10999014,Inactive Investor,Brenda Gomez,,"Allstate Financial Services, LLC McAllen TX 5217 N McColl Rd",brendagomez@allstate.com,,Salesforce
10847362,Inactive Investor,Lori Ball,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,lori.ball@fidelity.com,,Salesforce
10754238,Inactive Investor,Nicholas Molinari,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",nick.molinari@ml.com,,Salesforce
11254929,Inactive Investor,Darren Woodward,Director - Portfolio Management;Investment Advisor Representative,Teton Wealth Group LLC,darren@retireteton.com,,Salesforce
11174469,Inactive Investor,Nailah Khan,Financial Advisor,Edward Jones Long Beach CA 202 Argonne Ave,nailah.khan@edwardjones.com,,Salesforce
11011129,Inactive Investor,Chantal Ortiz Meza,,"Farmers Financial Solutions, LLC Elgin IL 79 S Grove Ave",cortiz1@farmersagent.com,,Salesforce
10845994,Inactive Investor,Keith Becker,Regional Vice President,PFS Investments Inc. Altoona PA 1010 12th St,keith.becker@primerica.com,,Salesforce
9579034,,Ray Freed,,,ray.freed@voyafa.com,,List import
10949695,Inactive Investor,Diana Rogers,,Trutoro Harrison AR 400 N Main St,,,Salesforce
11031802,Inactive Investor,Steven Mooney,,"Raymond James Financial Services, Inc.",steven.mooney@raymondjames.com,,Salesforce
10612836,,Perry Silverman,Financial Advisor,,perry.silverman@lpl.com,,List Import
9595656,,David Brown,,,david.brown@acmanagers.com,,List import
9542899,,Patrick Lander,,,patricklander1990@outlook.com,,List import
10772984,Inactive Investor,Michael Garcia,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",michael_garcia@ml.com,,Salesforce
9615486,,Matthew Comstock,,,comstock@gmail.com,,List import
9617433,,Conrad Miller,,,conradmiller123@yahoo.com,,List import
11018763,Inactive Investor,Peter Crotty,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",pete.crotty@prudential.com,,Salesforce
216430,,kaiwen bao,,"Qingdao,Shandong,China/Kaichen",alxdrkai@gmail.com,8.61321E+12,Event
11083636,Inactive Investor,Fernando Arroyo,,"Fifth Third Securities, Inc. Chicago IL 161 N Clark St",fernando.arroyo@53.com,,Salesforce
221176,,Steve Rey,,[Unknown],stephen.rey@verizon.net,,Direct
9555711,,Dominick Calderazzo,,,dcalderazzo@calton.com,,List import
10811183,Inactive Investor,Joel Johnson,Managing Partner;Regulatory Contact,Johnson Brunetti,,,Salesforce
10839267,Inactive Investor,Tania Martinez,Director;Investment Advisor,Citigroup Global Markets Inc.,,,Salesforce
11020531,Inactive Investor,Nicholas Schoettle,,Cetera Advisor Networks LLC San Diego CA 1010 Turquoise St,,,Salesforce
10883758,Inactive Investor,Eugene Lee,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC Fullerton CA 1080 E Bastanchury Rd",eugene.lee2@unionbank.com,,Salesforce
9623271,,Jon Smith,,,jonsmith@gmail.com,,List import
10510282,,Guy-Max Delphin,Chief Investment Officer,Delphin Investments,gmdelphin@delphininvest.com,,List Import
346514,,Gregory Brousseau,Co-head Of Wealth Solutions,"Central Park Advisers, Llc",gbrousseau@centralparkgroup.com,212-317-9200,Manual List Upload
9642975,,Michael Moore,,,pigfatsurfer@hotmail.com,,List import
10809415,Inactive Investor,Karen Kohut,Financial Advisor;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",karen_kohut@ml.com,,Salesforce
9633966,,Marvin Ong,,,marvong@gmail.com,,List import
11086165,Inactive Investor,Ryan Kobeissi,,"Allstate Financial Services, LLC Ventura CA 56 E Main St",ryankobeissi@allstate.com,,Salesforce
10984484,Inactive Investor,Thong Luu,,"U.S. Bancorp Investments, Inc. Seattle WA 1936 Queen Anne Ave N",,,Salesforce
10952903,Inactive Investor,Ryan Egebrecht,Private Client Banker,J.P. Morgan Securities LLC Helena MT 3115 N Montana Ave,,,Salesforce
10800756,Inactive Investor,Daniel Nagel,Managing Partner;Officer,"TSFG, LLC",nagel@tsgroupllc.com,,Salesforce
10897310,Inactive Investor,Lynn Kachel,,"Vanderbilt Securities, LLC Rockville VA Private Residence",,,Salesforce
10821077,Inactive Investor,Ann Gookin,Head - Investments;Managing Director,"Freestone Capital Management, LLC",agookin@freestonecapital.com,,Salesforce
11177808,Inactive Investor,Thomas Clark,,Capital Synergy Partners,tclark@capitalsynergypartners.com,,Salesforce
9564157,,Robert Behr,,,robert.behr@planvestfinancial.com,,List import
336810,,Steven Giacona,Managing Member,Round Table Wealth Management,steven@roundtableservices.com,908-789-7310,Manual List Upload
11071721,Inactive Investor,Jeffrey Fedor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Colonia NJ 505 Inman Ave",,,Salesforce
11135945,Inactive Investor,Ayla Cornelius,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10866830,Inactive Investor,Mary Helmich,Personal Banking Strategy Manager,"City National Securities, Inc.",mary.helmich@cnb.com,,Salesforce
9563482,,Peter Machinist,,,pmachinis@seaport.ventures,,List import
9630172,,Chris Capehart,,,chriscapehart@gmail.com,,List import
10857502,Inactive Investor,James Bailey,Managing Director,Wedbush Securities Inc. Wayne PA 150 N Radnor Chester Rd,james.bailey@wedbush.com,,Salesforce
9605918,,piter parker,,,pitercsgo5286@gmail.com,,List import
10953082,Inactive Investor,Aaron Knight,,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
112,,,,,randyk0903@126.com,,
10619668,,Michael Deleon,,,michael.deleon@captrust.com,,List Import
9559264,,reihan fahmi,,,cicistibule@gmail.com,,List import
11206574,Inactive Investor,Amanda Crowe,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,ajohnson.ral11@primerica.com,,Salesforce
9581369,,Kenneth Shock,,,sailboi@gmail.com,,List import
11034931,Inactive Investor,Eric Moore,,"Osaic Wealth, Inc. McLean VA 7918 Jones Branch Dr",,,Salesforce
10755703,Inactive Investor,Dumitru Gasan,Financial Advisor,Edward Jones Gilbert SC 3347 Augusta Hwy,dima.gasan@edwardjones.com,,Salesforce
230283,, -,,[[Unknown]],romar99@sbcglobal.net,,
10903656,Inactive Investor,Morton Hart,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,morton.hart@ubs.com,,Salesforce
10773994,Inactive Investor,Kimberly Iannarella,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",kimberly.iannarella@rbc.com,,Salesforce
11042963,Inactive Investor,Dawn Johnson,,"Farmers Financial Solutions, LLC O Fallon MO 2311 Hwy K",,,Salesforce
11160960,Inactive Investor,Peter Gagne,Financial Advisor,Commonwealth Financial Network Braintree MA Private Residence,,,Salesforce
10877288,Inactive Investor,Hannah Herald,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10761943,Inactive Investor,Kanwar Singh,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",k.singh@ml.com,,Salesforce
10784365,Inactive Investor,Kevin Harris,,Morgan Stanley Sandy UT 200 W Civic Center Dr,kevin.harris@morganstanley.com,,Salesforce
11010503,Inactive Investor,Sarah Mcdonell,,"Raymond James Financial Services, Inc. Southfield MI 24800 Denso Dr",sarah.mcdonell@raymondjames.com,,Salesforce
53555,,John Knight,"Branch Office Manager, Investment Advisor Representative","Transamerica Financial Advisors, Inc",john.knight@transamerica.com,512-699-2999,
11089024,Inactive Investor,Christopher Reynolds,,"First Command Brokerage Services, Inc. Richmond Hill GA 2591 US Hwy 17",,,Salesforce
11016324,Inactive Investor,Griffin Knowlton,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Boston MA 500 Boylston St,gknowlton@rockco.com,,Salesforce
11033140,Inactive Investor,Ronna Mansfield,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",ronna_mansfield@ml.com,,Salesforce
10752526,Inactive Investor,Gwynanne Bissonette,Chief Compliance Officer;Owner;President;Treasurer;Vice President,Curtis & Bissonette Inc,gwyn@curtisandbissonette.com,,Salesforce
11171923,Inactive Investor,Ralph Rhodes,,Commonwealth Financial Network Greensboro GA 2901 Reynolds Walk Trl,rrhodes@commonwealth.com,,Salesforce
7478091,,Patricia Levernier,,,scottishhottie22@gmail.com,,Web Form Fillout
11149906,Inactive Investor,Thomas Napier,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,,,Salesforce
9563694,,Anna Spengel Portillo,,,spengel.anna@outlook.com,,List import
10812361,Inactive Investor,John Morgan,,"Parkland Securities, LLC Fargo ND 1635 43rd St S",jmorgan@parklandrep.com,,Salesforce
11055964,Inactive Investor,Danny Savage,Managing Director;Wealth Management Advisor,Godsey & Gibb Wealth Management Greenville SC 40 W Broad St,dsavage@godseyandgibb.com,,Salesforce
9578809,,Ian Chan,,,ianphchan@gmail.com,,List import
10778140,Inactive Investor,William McLaughlin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,william.mclaughlin@ubs.com,,Salesforce
9644825,,Eduardo Vieira,,,ecpvieira@gmail.com,,List import
10934178,Inactive Investor,Elisabeth Erausquin-Nethery,Financial Advisor,"Raymond James & Associates, Inc. Bethesda MD 7501 Wisconsin Ave",elisabeth.erausquin-nethery@raymondjames.com,,Salesforce
11164599,Inactive Investor,David Gulyamov,,Cetera Investment Services LLC Brooklyn NY 200 Neptune Ave,david.gulyamov@ceterais.com,,Salesforce
10828388,Inactive Investor,Gerhardt Buenning,,Western Wealth Management LLC,ge@wwa-wwm.com,,Salesforce
11222624,,Donovan Paul,,,dpaul@iconadvisers.com,,List Import
9604279,,Anthony Collins,,,ascollins@hotmail.com,,List import
11045706,Inactive Investor,Tomas Solis,,J.P. Morgan Securities LLC Watsonville CA 630 Main St,tomas.solis@jpmorgan.com,,Salesforce
10850957,Inactive Investor,Richard Coles,Shareholder,"D. Scott Neal, Inc.",richard@dsneal.com,,Salesforce
11029197,Inactive Investor,Derek Dubois,,"Raymond James Financial Services, Inc. Northville MI 224 S Main St",derek.dubois@raymondjames.com,,Salesforce
10977095,Inactive Investor,Cecily Anthony,,Edward Jones Tampa FL 4520 W Village Dr,cc.anthony@edwardjones.com,,Salesforce
11203317,Inactive Investor,Joseph Healy,Director - Research;Managing Director,Beacon Trust,joseph.healy@beacontrust.com,,Salesforce
11133840,Inactive Investor,James Richards,,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,jrichards@dadco.com,,Salesforce
211247,,Stefanie Conahan,Exec director,Off the sidelines pac,stefanie@kirstengillibrand.com,,Content
11057883,Inactive Investor,Stephanie Johnson,Branch Support Manager,"Wells Fargo Clearing Services, LLC Hickory NC 1377 N Center St",stephanie.l.johnson@wellsfargoadvisors.com,,Salesforce
10971904,Inactive Investor,Jessica Goodrich,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11235559,Inactive Investor,Dustin Casebolt,Investment Advisor Representative,Bison Advisors Atlanta GA 3340 Peachtree Rd NE,dustin@bisonria.com,,Salesforce
10615631,,Richard Juracka,"Financial Advisor, Senior Vice President",,richard.juracka@morganstanley.com,,List Import
10778042,Inactive Investor,Rosanna Lucero-Torrez,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",rosanna.torrez@ml.com,,Salesforce
10466447,,Chandler Cruit,,,chandlercruit@gmail.com,,Web Form Fillout
11051318,Inactive Investor,Anthony De Vita,,"The Leaders Group, Inc.",,,Salesforce
11236581,Inactive Investor,Jaime Ragins,Investment Advisor Representative,"Midwest Financial Network, LLC Davenport IA 1225 E River Dr",jrr@midwfinancial.com,,Salesforce
345803,,Peggy Wong,"Vice President, Chief Financial Officer & Treasurer","Bamco, Inc.",pwong@baronfunds.com,212-583-2000,Manual List Upload
11085641,Inactive Investor,Sherry Van Wijngaerde,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2505 W Chandler Blvd",,,Salesforce
11031741,Inactive Investor,Jake Adrian,Financial Advisor,Edward Jones Eldridge IA 130 S 9th Ave,jake.adrian@edwardjones.com,,Salesforce
10969599,Inactive Investor,Isaac Grey,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10881523,Inactive Investor,Francisco Guia,Chief Compliance Officer;Founder;Managing Member;Managing Partner,Vista Alta Investments,,,Salesforce
10810095,Inactive Investor,Steven Moffitt,,Goldman Sachs & Co.,steven.moffitt@gs.com,,Salesforce
353349,,Ben Davenport,,Ben Davenport,bendavenport@gmail.com,,Organic Search
10953256,Inactive Investor,Erik Johansson,,"M Holdings Securities, Inc. Weatogue CT 90 Hopmeadow St",,,Salesforce
10900644,Inactive Investor,James Armstrong,,"Osaic Wealth, Inc. Wake Forest NC Private Residence",jarmstrong@royalaa.com,,Salesforce
10809502,Inactive Investor,John Lagana,,"M Holdings Securities, Inc. Atlanta GA 2000 Riveredge Pkwy",john.lagana@mfin.com,,Salesforce
353305,,Glenn Fuller,,Glenn Fuller,glennfuller@ymail.com,,
11221308,,Jeffrey Olsen,,,jo@oprcpa.com,,List Import
10876139,Inactive Investor,Jeffrey Miller,Financial Advisor,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",jeff.miller@financialguide.com,,Salesforce
11237013,Inactive Investor,Andrew Cabrera,,Matrix Private Wealth Management Inc.,,,Salesforce
370848,,Joel Steinberg,,United States,joxl@sbcglobal.net,,Salesforce
9579286,,Paul Britton,,,paul.britton@capstoneco.com,,List import
10828440,Inactive Investor,Scott Lile,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",scott_lile@ml.com,,Salesforce
9601465,,Peter Nieporent,,,pnieporent@northcoastam.com,,List import
11107246,Inactive Investor,Kyle Payne,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",kyle.payne@ml.com,,Salesforce
9577826,,Fred Starikov,,,fred@cityrealtyboston.com,,List import
10618351,,Steven Lopez,,,steven.c.lopez@ml.com,,List Import
10840690,Inactive Investor,Gregg Lunceford,,"Mesirow Financial, Inc.",glunceford@mesirowfinancial.com,,Salesforce
10813729,Inactive Investor,Douglas Simon,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",douglas.simon@raymondjames.com,,Salesforce
11203794,Inactive Investor,Joshua Dunham,,"SCF Securities, Inc. Plano TX 5801 Tennyson Pkwy",,,Salesforce
10819182,Inactive Investor,Janay Dennis,,J.P. Morgan Securities LLC Scarsdale NY 8 East Pkwy,janay.x.dennis@chase.com,,Salesforce
10764286,Inactive Investor,Susan Johnson,Senior Vice President;Wealth Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,susan.johnson@morganstanleypwm.com,,Salesforce
10812882,Inactive Investor,Richard Grobman,Managing Director - Investments,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",rich.grobman@raymondjames.com,,Salesforce
10938111,Inactive Investor,Robert Nii,Chief Compliance Officer;Partner;President,Borris Nii & Company,rnii@borrisnii.com,,Salesforce
11073714,Inactive Investor,Jaekwan Kim,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Vice President,Morgan Stanley Berwyn PA 899 Cassatt Rd,solomon.kim@morganstanley.com,,Salesforce
11195656,Inactive Investor,Bernard Lauper,,"Osaic Wealth, Inc. Garden City NY 310 Old Country Rd",,,Salesforce
9635613,,Nathaniel Simons,,,nathaniel@rentec.com,,List import
11201809,Inactive Investor,Gregory Miller,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
9556364,,Johar Maknun,,,joequalita@gmail.com,,List import
10814719,Inactive Investor,Patricia Stapelkamp,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Mequon WI 11501 N Port Washington Rd,patricia.stapelkamp@morganstanley.com,,Salesforce
11030223,Inactive Investor,Marten Vandervelde,Financial Planner,"Pruco Securities, LLC. Hollis NH 2 Ash St",marten.vandervelde@prudential.com,,Salesforce
11040499,Inactive Investor,Tammy Fields,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,tammy.tapiamatos@primerica.com,,Salesforce
11140305,Inactive Investor,Logan Spivey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10993632,Inactive Investor,Christopher Cotignola,Financial Advisor,SageSpring Wealth Partners Omaha NE 15808 W Dodge Rd,chris.cotignola@sagespring.com,,Salesforce
11017703,Inactive Investor,Charles Tyler,,PFS Investments Inc. Coraopolis PA 246 Moon Clinton Rd,,,Salesforce
10903499,Inactive Investor,Thomas Spay,,"Cambridge Investment Research, Inc. Davenport IA 5465 Utica Ridge Rd",,,Salesforce
4828503,,Mitchell Stockwell,,,mitchmeldavam@me.com,4048156214,Web form fillout
10787653,Inactive Investor,Eric Michaud,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",eric.michaud@tiaa.org,,Salesforce
10954734,Inactive Investor,Jesus Felix Leyva,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10864442,Inactive Investor,Julia Wagner,,Goldman Sachs & Co.,,,Salesforce
10979863,Inactive Investor,John Yates,,"Truist Investment Services, Inc. Bowling Green KY 1820 Scottsville Rd",adam.yates@truist.com,,Salesforce
10920518,Inactive Investor,Walter O'Brien,Partner,"Westside Investment Management, LLC Kahului HI 140 Hoohana St",walter@westsideim.com,,Salesforce
11207953,Inactive Investor,Steven Schulte,,"Raymond James Financial Services, Inc. Cincinnati OH 1 E 4th St",steven.schulte@raymondjames.com,,Salesforce
11234481,Inactive Investor,Doina Benac,,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,,,Salesforce
9557871,,Bradtke Gay,,,badian043@gmail.com,,List import
10927287,Inactive Investor,Corey-Michael Huerta,,Vanguard Marketing Corporation,corey-michael_huerta@vanguard.com,,Salesforce
10926695,Inactive Investor,Sallyanne Trupiano,Member,"Safe Money Solutions, LLC Lake Mary FL 1540 International Pkwy",,,Salesforce
10658968,,Juan Saucedo,,,juan.saucedo@chase.com,,List Import
10781440,Inactive Investor,Martin Nelson,Chief Compliance Officer;President;Regulatory Contact,"Martin Nelson & Co., Inc.",mnelson@martinnelsonco.com,,Salesforce
10853544,Inactive Investor,Arlene Babwah,,"CUSO Financial Services, L.P. Raleigh NC 1000 Saint Albans Dr",,,Salesforce
10930099,Inactive Investor,Anthony Dibello,Financial Advisor,LPL Financial LLC Sarasota FL Private Residence,anthony.dibello@lpl.com,,Salesforce
11034453,Inactive Investor,Eric Fitterer,Financial Consultant,"Principal Securities, Inc. Glen Carbon IL Private Residence",,,Salesforce
210614,,Ronald Kovacs,,[Unknown],rfkinaz@icloud.com,,source
9582697,,Daniel Moskowitz,,,danmoskowitz@rmassetmgt.com,,List import
10962522,Inactive Investor,David Dallas,,"GLP Investment Services, LLC",,,Salesforce
11157374,Inactive Investor,Chukwuka Omodon,,Neuberger Berman BD LLC,chukwuka.omodon@nb.com,,Salesforce
9599228,,Scott Benner,,,sbenner@krbfinancial.com,,List import
11030413,Inactive Investor,Lois Crichton,,"Axxcess Wealth Management, LLC Charleston WV 500 Corporate Lndg",lois@axxcesswealth.com,,Salesforce
11157284,Inactive Investor,Donald Harris,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,donald.harris@fmr.com,,Salesforce
10955453,Inactive Investor,Dominic Marzilli,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
10942241,Inactive Investor,Jason Hnat,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",jason.hnat@nm.com,,Salesforce
11128709,Inactive Investor,Eric Kohlmeier,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Park Ridge NJ 100 Park Ave",eric.kohlmeier@wellsfargo.com,,Salesforce
11025423,Inactive Investor,James King,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",jking@financialguide.com,,Salesforce
9552980,,Notmy Realname,,,nifihak687@ezeca.com,,List import
10762066,Inactive Investor,John Wright,Private Wealth Advisor,"Ameriprise Financial Services, LLC Draper UT 12012 S 700 E",john.2.wright@ampf.com,,Salesforce
9572453,,Ronen Zeidman,,,ronen300@yahoo.com,,List import
11155048,Inactive Investor,Allyson Bolinger,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",allyson.bolinger@schwab.com,,Salesforce
9592036,,Natalie Kossak,,,natalie.kossak@ajg.com,,List import
10980238,Inactive Investor,Louis Stack,,"Osaic Wealth, Inc. Madera CA Private Residence",,,Salesforce
11134895,Inactive Investor,John Attard,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",john.attard@ml.com,,Salesforce
11029751,Inactive Investor,Robert Pierce,Investment Executive,"Fifth Third Securities, Inc. Owensboro KY 3205 Frederica St",robert.pierce@53.com,,Salesforce
10858061,Inactive Investor,Frank Brigati,,J.P. Morgan Securities LLC Great Neck NY 22 Grace Ave,frank.p.brigati@chase.com,,Salesforce
10753360,Inactive Investor,Farralon Udom,Financial Advisor,"RBC Capital Markets, LLC San Francisco CA 345 California St",farralon.udom@rbc.com,,Salesforce
10985628,Inactive Investor,Ross Hillukka,Financial Professional,Thrivent Investment Management Inc. Saint Paul MN 7581 9th St N,ross.hillukka@thrivent.com,,Salesforce
11146375,Inactive Investor,Kateryn Peguero,Branch Manager,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
9630899,,deepak Kumar,,,connect2sdk@gmail.com,,List import
9579607,,Vicki Moliken,,,vicki.moliken@valic.com,,List import
9626506,,Maya Levy,,,mlevy506@gmail.com,,List import
9615400,,Trevor Smith,,,tas.tsmith@gmail.com,,List import
11237186,Inactive Investor,Shawn Ogawa,Wealth Advisor,"Legacy Wealth Management, LLC",sogawa@legacywealthmg.com,,Salesforce
9595068,,Jeffrey Klever,,,jklever@financialengines.com,,List import
8202930,,Calvin Butler,,,pijiduxeqy@mailinator.com,,Web form fillout
110645,,Robert Neal,,Neal's,neal.robert@mchsi.com,2524575207,Organic Search
10868578,Inactive Investor,Sofiya Mykhalska,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10797677,Inactive Investor,Darin McBride,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,darin.mcbride@ubs.com,,Salesforce
11140222,Inactive Investor,Deborah Brush,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",deborah.brush@equitable.com,,Salesforce
223598,,PIERRE CARAMAZZA,HEAD OF US PRODUCT,FRANKLIN TEMPLETON,pierre.caramazza@franklintempleton.com,6508884785,
11110688,Inactive Investor,Robert Farnsworth,,Stephens,rfarnsworth@stephens.com,,Salesforce
9593329,,Steve Chien,,,swchien@gmail.com,,List import
9595553,,Mac Giffin,,,mac@reynoldskay.com,,List import
11132359,Inactive Investor,Robert Groves,,Sigma Financial Corporation Troy MI 3310 W Big Beaver Rd,,,Salesforce
370550,,UZO MILLION JAMES,,United States,uzomillion247@gmail.com,,Salesforce
11134061,Inactive Investor,William Strey,Financial Advisor,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",william.strey@equitable.com,,Salesforce
11161318,Inactive Investor,Sandra Ellis,Investment Associate;Senior Financial Associate,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",sandra.ellis@rbc.com,,Salesforce
9640657,,Gary Gardner,,,crankysresearch@gmail.com,,List import
10647010,,Patrice Henning,,,patrice.henning@raymondjames.com,,List Import
10985870,Inactive Investor,Randy Swope,Senior Representative,PFS Investments Inc. Chalfont PA 31 Oak Ave,,,Salesforce
10905912,Inactive Investor,Karen Sakraida,,"Allstate Financial Services, LLC Englewood CO 13275 E Fremont Pl",karensakraida@allstate.com,,Salesforce
10997078,Inactive Investor,Dorian Yoanidis,Chief Financial Officer;Chief Operating Officer,"Flood, Bumstead, McCready & McCarthy, Inc.",dorian_yoanidis@fbmm.com,,Salesforce
11000816,Inactive Investor,Sean Odonohoe,,"Allstate Financial Services, LLC Galveston TX 5928 Stewart Rd",seanodonohoe@allstate.com,,Salesforce
11212177,Inactive Investor,Shawna Waldman,,LPL Financial LLC Henderson NV 2580 Saint Rose Pkwy,shawna.waldman@lpl.com,,Salesforce
11176079,Inactive Investor,Matthew Nathan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",matthew.r.nathan@ml.com,,Salesforce
188674,,Boris Ruchay,,[Unknown],boris.ruchay@googlemail.com,,Paid Social
9631480,,Jenny Yu,,,15broad@gmail.com,,List import
11169060,Inactive Investor,Claiborne Morton,,"Raymond James Financial Services, Inc. Miramar Beach FL 495 Grand Blvd",claiborne.morton@raymondjames.com,,Salesforce
10983751,Inactive Investor,Jennifer Funke,,"Osaic Wealth, Inc. Phoenix AZ 7720 N 16th St",,,Salesforce
11046974,Inactive Investor,Paul Curley,Agent;Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Pathway Investments, LLC",paul@pathwayinvest.com,,Salesforce
10990393,Inactive Investor,Olivia Newsome,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",olivia.newsome@tiaa.org,,Salesforce
10611240,,Jonathan Root,Private Wealth Advisor,,jonathan.r.root@ampf.com,,List Import
11260714,Inactive Investor,Konstantin Rusin,,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",konstantin.rusin@wellsfargo.com,,Salesforce
11097635,Inactive Investor,Louis Soriano,,"Avantax Investment Services, Inc. Smithtown NY 222 E Main St",,,Salesforce
11166192,Inactive Investor,Brett Zobel,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
10780354,Inactive Investor,Manuel Sanchez,,Commonwealth Financial Network Saginaw MI 4905 Berl Dr,s-manuel@commonwealth.com,,Salesforce
9645771,,Phil Wan,,,phil.wancheukyin@gmail.com,,List import
9583428,,Audrey Lynn,,,lynnaudrey77@yahoo.com,,List import
11002569,Inactive Investor,Jonathan Wills,,PFS Investments Inc. Chattanooga TN 1208 Pointe Centre Dr,8vsxs@primerica.com,,Salesforce
10757389,Inactive Investor,Richard Looper,,Morgan Stanley Mandeville LA 1261 W Causeway Approach,ken.looper@morganstanley.com,,Salesforce
10899649,Inactive Investor,Chad Hooker,Financial Advisor,LPL Financial LLC Billings MT 1597 Avenue D,chad.hooker@lpl.com,,Salesforce
10993346,Inactive Investor,Joseph Margritz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11004488,Inactive Investor,Dustin Blount,Financial Advisor,"MML Investors Services, LLC Las Vegas NV 1700 S Pavilion Center Dr",,,Salesforce
9562621,,Jonathan Biddell,,,jonathan@responsible-investor.com,,List import
10801820,Inactive Investor,Daniel Baratz,,Edward Jones Cherry Hill NJ Private Residence,daniel.baratz@edwardjones.com,,Salesforce
11053432,Inactive Investor,Brian Drolet,,"Osaic Wealth, Inc. Southlake TX 2011 Kirkwood Blvd",,,Salesforce
10485029,,Campbell Lewis,"Manager, Chief Compliance Officer & Partner",Coronado Resources Management Lp,clewis@coronado-resources.com,,List import
10970804,Inactive Investor,Mads Andersen,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",,,Salesforce
11148346,Inactive Investor,Kristin Johnson,,LPL Financial LLC Land O Lakes FL 20719 Sterlington Dr,kristin.johnson@lpl.com,,Salesforce
239914,,Brian Ullsperger,Managing Director - Mclean Ics,[Unknown],brian.ullsperger@wtas.com,571-382-0020,Database Upload
9644896,,Frank Engelkraut,,,fengelkraut@virtu.com,,List import
238565,,tan-jiawei@outlook.com ?,,tan-jiawei@outlook.com è°ˆ,tan-jiawei@outlook.com,,source
10792605,Inactive Investor,Sara Gill,Senior Client Service Associate,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",sara.gill@raymondjames.com,,Salesforce
11182893,Inactive Investor,Rick Parsons,,PFS Investments Inc. Kokomo IN 3415 S Lafountain St,rick.parsons@primerica.com,,Salesforce
10616003,,Yasser Arrocha,,,yasser.arrocha@ml.com,,List Import
11175054,Inactive Investor,Joseph Reilly,,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10907471,Inactive Investor,Danny Holladay,,"ValMark Securities, Inc. Colorado Springs CO 104 S Weber St",,,Salesforce
10811302,Inactive Investor,Steven Devenney,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",steve.devenney@raymondjames.com,,Salesforce
372552,,Billy Hodes,,United States,hodesbilly@gmail.com,,Salesforce
10904185,Inactive Investor,John Goetke,,"Truist Investment Services, Inc. Newton Grove NC 307 Main St",john.goetke@truist.com,,Salesforce
10997160,Inactive Investor,Stephanie Swierzewski,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",stephanie.swierzewski@prudential.com,,Salesforce
10596394,,Michael Armin Towhidi,,,oceanwealthsolutions@gmail.com,,Web Form Fillout
9636191,,Julia Hoch,,,juliahoch@tailwind.com,,List import
10916678,Inactive Investor,Christopher Bott,,LPL Financial LLC Antioch CA 4839 Lone Tree Way,chris.o.bott@lpl.com,,Salesforce
9632210,,Doug Walker,,,doug.walker.75@gmail.com,,List import
9645812,,Victor Consoli,,,vdocon@aol.com,,List import
10908011,Inactive Investor,Ronald Kashmanian,Financial Advisor,"MML Investors Services, LLC Warwick RI 301 Metro Center Blvd",,,Salesforce
11158764,Inactive Investor,Scott Ford,,BNY Mellon Securities Corporation Boston MA 201 Washington St,scott.ford@bnymellon.com,,Salesforce
11068009,Inactive Investor,Frank Cuellar,,"Farmers Financial Solutions, LLC Mesa AZ 4710 E Falcon Dr",,,Salesforce
11082408,Inactive Investor,Joshua Kaufthal,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,josh.kaufthal@opco.com,,Salesforce
11071118,Inactive Investor,Brandon Rodriguez,Financial Advisor,Edward Jones Toledo OH 20 N Saint Clair St,brandon.rodriguez@edwardjones.com,,Salesforce
10823458,Inactive Investor,David Daly,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 30 Wall St",david.x.daly@ampf.com,,Salesforce
9641744,,Keith Rrobinson,,,keith@optecsecurity.com,,List import
117860,,Jeffrey Bushey,Investment Advisor Representative,"SagePoint Financial, Inc.",jbushey@sagepointadvisor.com,,
10962710,Inactive Investor,Natalie Slemp,Financial Advisor,Edward Jones Carlsbad CA 3129 Tiger Run Ct,,,Salesforce
10884422,Inactive Investor,Christina Russett,Client Associate,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",christina.russett@rbc.com,,Salesforce
245773,,Not Provided,Deputy Comptroller,OCC,kevin.walsh@occ.treas.gov,,Manual List Upload
10796554,Inactive Investor,Martin Meyers,Chief Financial Officer;Financial Planner;Investment Advisor Representative;Managing Director;Owner,"Meyers Wealth Management, LLC",martin@meyerswealthmgmt.com,,Salesforce
10868466,Inactive Investor,William Connors,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Gilbertsville PA Private Residence",wconnors@tiaa-cref.org,,Salesforce
11124940,Inactive Investor,Tammie Williams,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",tammie.l.williams@wellsfargo.com,,Salesforce
10782265,Inactive Investor,Irene Candelaria,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",irene.candelaria@schwab.com,,Salesforce
10829073,Inactive Investor,Nicholas Altieri,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,nicholas.altieri@morganstanley.com,,Salesforce
235333,, -,,[[Unknown]],505256300@qq.com,,
11197885,Inactive Investor,Elizabeth Anderson,,"Northwestern Mutual Investment Services, LLC Bozeman MT 1276 N 15th Ave",,,Salesforce
10978528,Inactive Investor,Tyler Brown,,"Kestra Investment Services, LLC New York NY 200 Park Ave",,,Salesforce
201586,,AVIJIT GOPALAKRISHNAN,,[Unknown],avijitnvgk@gmail.com,,
10645096,,Ottaweane Burgess,,,ottaweane.burgess@ubs.com,,List Import
10957597,Inactive Investor,Stacey Lech,Chief Compliance Officer;Client Services Manager,"Assured Advisory Group, LLC",,,Salesforce
10959228,Inactive Investor,John Foard,Chief Compliance Officer;Founder;Managing Partner,"Crown Private Wealth, LLC",john@crownprivatewealth.com,,Salesforce
9609367,,Ponpisit Suttirat,,,tu.e2.tung@gmail.com,,List import
10932850,Inactive Investor,Anita Loy,Chief Compliance Officer;Chief Executive Officer;Founder,Inspire Private Wealth Management,,,Salesforce
11043504,Inactive Investor,Luiz Fernando Bara Faria,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 1750 Pine Island Rd",,,Salesforce
11026978,Inactive Investor,Jay Skaalen,Analyst;Investment Analyst;Principal,Osborne Partners San Francisco CA 580 California St,jay@osbornepartners.com,,Salesforce
11114012,Inactive Investor,Linda Tanner,,"Farmers Financial Solutions, LLC Columbia MO 2415 Carter Ln",,,Salesforce
10890224,Inactive Investor,Jeffrey Rosenthal,Chief Compliance Officer,"ViaWealth, LLC Leawood KS 10346 State Line Rd",,,Salesforce
10873598,Inactive Investor,Matthew Warter,,LPL Financial LLC San Diego CA 12626 High Bluff Dr,matthew.warter@lpl.com,,Salesforce
10989869,Inactive Investor,Steele Smith,,J.P. Morgan Securities LLC Lees Summit MO 900 NW Pryor Rd,steele.smith@jpmorgan.com,,Salesforce
10658955,,James Bobbitt,,,james.bobbitt@primerica.com,,List Import
10995466,Inactive Investor,Devin Peterson,Chief Compliance Officer;President,Brighter Retirement Advisors LLC,devin@brighterretirement.com,,Salesforce
10976818,Inactive Investor,Michael Cordaro,Vice President;Wealth Advisor,"Alliance Wealth Advisors, LLC Scranton PA 538 Spruce St",michael@alliancewealthadvisors.com,,Salesforce
10661637,,Richard Herrick,,,rherrick@nextgengp.com,,List Import
11158480,Inactive Investor,Charles Alexander,,Park Avenue Securities LLC Ruston LA 414 W Alabama Ave,charles_alexander@glic.com,,Salesforce
11231860,Inactive Investor,Jonathan Griffith,,"Amuni Financial, Inc.",griffith@amuni.com,,Salesforce
9647659,,Maksym Skotarenko,,,maksym@mwcgroup.ch,,List import
242147,,Stephanie Adams,Head of Wealth Platform & Operations,Truist,stephanie.adams@truist.com,,Event
10780686,Inactive Investor,Rudolph Cecchi,,"ValMark Securities, Inc. Miami FL 2665 S Bayshore Dr",,,Salesforce
10877913,Inactive Investor,Samuel Harris,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",sharris30@ml.com,,Salesforce
10830728,Inactive Investor,Mark Massey,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mark_massey@ml.com,,Salesforce
9595351,,Robert Gavin,,,sgavin@gavingroup.ca,,List import
10942838,Inactive Investor,Jacklyn Ruiz,,"Wells Fargo Clearing Services, LLC San Angelo TX 3806 Loop 306",,,Salesforce
10983083,Inactive Investor,John Male,Financial Planning Specialist,Citigroup Global Markets Inc.,,,Salesforce
10793230,Inactive Investor,Mary Svitkovich,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,mary.svitkovich@fidelity.com,,Salesforce
11088975,Inactive Investor,James Inge,First Vice President - Investments,"Raymond James & Associates, Inc. Mobile AL 21 W I65 Service Rd N",tunstall.inge@raymondjames.com,,Salesforce
11011559,Inactive Investor,Kevin Vannatta,Associate Wealth Advisor,"G2 Capital Management, LLC",kvannatta@g2capital.net,,Salesforce
9548763,,Max Dogg,,,maxim2300@yahoo.com,,List import
191552,,Gary Head,,Gresham,headgary01@gmail.com,420728606,Organic Search
9599568,,Jeffrey Boyer,,,jboyer@regentatlantic.com,,List import
11101990,Inactive Investor,Amelia Pate,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",patea@stifel.com,,Salesforce
10919410,Inactive Investor,Laura Stroud,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,laura.stroud@primerica.com,,Salesforce
9590478,,Ryan Beckler,,,ryan@veritywealth.com,,List import
10820206,Inactive Investor,Kathleen Tauber,Senior Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,kathleen.tauber@morganstanley.com,,Salesforce
11051212,Inactive Investor,Benjamin Burrows,Financial Advisor,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",ben.burrows@raymondjames.com,,Salesforce
11104946,Inactive Investor,Patricia Blair,Senior Wealth Strategy Associate,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,patty.blair@ubs.com,,Salesforce
9549677,,Princess Baylosis,,,princess.baylosis@transamerica.com,,List import
11027642,Inactive Investor,John Nauman,,"Osaic Institutions, Inc. Olathe KS 13379 S Blackbob Rd",,,Salesforce
11131132,Inactive Investor,Tiffany Bassett,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,tiffany.bassett@ubs.com,,Salesforce
169346,,Thad K,,[Unknown],t.klenovich@yahoo.com,,
10782406,Inactive Investor,Jarrod Lux,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jarrod.lux@fidelity.com,,Salesforce
9585262,,Leigh Baldwin,,,leigh@leighbaldwin.com,,List import
11210361,Inactive Investor,Joel Bender,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",joel_bender@ml.com,,Salesforce
11113738,Inactive Investor,Philip Antia,,Newbridge Securities Corporation,pantia@newbridgesecurities.com,,Salesforce
11015130,Inactive Investor,Antonio Estrada,,J.P. Morgan Securities LLC Palm Harbor FL 2800 Alt 19,antonio.estrada@jpmorgan.com,,Salesforce
10753002,Inactive Investor,Becki Krueger,,LPL Financial LLC Bedford NH 1 Bedford Farms Dr,becki.krueger@lpl.com,,Salesforce
10966615,Inactive Investor,Brian Callahan,Relationship Manager,"Relative Value Partners, LLC",,,Salesforce
10866497,Inactive Investor,Jared Mckinney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jared.mckinney@fmr.com,,Salesforce
10886351,Inactive Investor,Matthew Winkle,Relationship Manager,Morgan Stanley Rochester MN 14 2nd St SW,,,Salesforce
11171200,Inactive Investor,Matthew Brown,,Citigroup Global Markets Inc.,,,Salesforce
9591305,,James Gorman,,,james.gorman@morganstanley.com,,List import
9548491,,Mathew Stagner,,,mathew.stagner@voya.com,,List import
10566420,,Shani Bukchin,,,bukshani@gmail.com,,Web form fillout
10765378,Inactive Investor,Mary Foerster,Associate Director;Financial Advisor;Senior Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,mary.foerster@ubs.com,,Salesforce
10883420,Inactive Investor,Colin Wilhelmy,Financial Advisor,"Ameriprise Financial Services, LLC Southport CT 2425 Post Rd",colin.wilhelmy@ampf.com,,Salesforce
11020001,Inactive Investor,Richard Gaudreau,,"Equitable Advisors, LLC Hatfield MA 65D Elm St",richard.gaudreau@equitable.com,,Salesforce
10757020,Inactive Investor,Travis Heitzinger,Director - Alternative Investments;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Chicago IL 227 W Monroe St,travis.heitzinger@morganstanley.com,,Salesforce
10617715,,John Smith,,,johnq.smith@ml.com,,List Import
9567278,,Ashley Dunham,,,ashley@revernetworks.com,,List import
344945,,Zachary Brown,"Director, Asset Management",Citymark Capital Management Company Llc,zbrown@citymarkcapital.com,216-453-8080,Manual List Upload
10965632,Inactive Investor,Danielle Kvesic,Chief Compliance Officer;Founder;Investment Advisor Representative;Member;Owner,Radix Wealth,dani@radix-wealth.com,,Salesforce
11053560,Inactive Investor,Austin Konecke,Director;Senior Vice President - Financial Planning,Edelman Financial Engines Charlotte NC 13860 Ballantyne Corporate Pl,akonecke@edelmanfinancialengines.com,,Salesforce
10857407,Inactive Investor,Alan Jordan,Senior Regional Leader,PFS Investments Inc. Memphis TN 2500 Mount Moriah Rd,alan.jordan@primerica.com,,Salesforce
11032073,Inactive Investor,Shawn Young Eagle,Chief Compliance Officer;Chief Investment Officer;Director;Managing Director;Owner,Vista Way Advisors,,,Salesforce
9572089,,Charles Vaughan,,,cvaughan@crownmail.net,,List import
11129281,Inactive Investor,Richard Parnigoni,,Aegis Capital Corp. Windham NH Private Residence,rparnigoni@aegiscap.com,,Salesforce
10867573,Inactive Investor,Timothy Speight,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11050476,Inactive Investor,Michael Clowery,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10913466,Inactive Investor,Nicholas Karabas,Partner;Wealth Manager,Creative Planning Leawood KS 3400 College Blvd,nick.karabas@creativeplanning.com,,Salesforce
10773608,Inactive Investor,Brian Maxfield,Senior Financial Advisor,Richardson Financial Services,bmaxfield@rfsria.com,,Salesforce
11071035,Inactive Investor,William Horan,,LPL Financial LLC Orwigsburg PA 100 W Market St,william.horan@lpl.com,,Salesforce
10891756,Inactive Investor,Susanna Rountree,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
9642433,,David Liles,,,lilesd@gmail.com,,List import
11025495,Inactive Investor,David Hall,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10989970,Inactive Investor,Andrew Parker,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,andrew.parker.khxn@statefarm.com,,Salesforce
11099029,Inactive Investor,Christopher Oisten,Financial Advisor,"Osaic Wealth, Inc. Grandville MI 4095 Chicago Dr SW",,,Salesforce
10758411,Inactive Investor,Valerie Charles,,BNY Mellon Securities Corporation New York NY 200 Park Ave,charles.v@dreyfus.com,,Salesforce
11005346,Inactive Investor,Yara Aguirre,,State Farm VP Management Corp. Alpharetta GA 3585 Old Alabama Rd,,,Salesforce
11028083,Inactive Investor,Douglas Kuring,,LPL Financial LLC Danbury CT 44 Old Ridgebury Rd,douglas.kuring@lpl.com,,Salesforce
10803898,Inactive Investor,Rick Picon,Account Executive;Chief Operating Officer;Managing Director;Regulatory Contact;Vice President,"Westbourne Investments, Inc.",,,Salesforce
11108726,Inactive Investor,Stephen Wilmot,Branch Manager,LPL Financial LLC Clackamas OR 9200 SE Sunnybrook Blvd,ken.wilmot@lpl.com,,Salesforce
9599515,,s fu,,,diqiuren99@qq.com,,List import
10792424,Inactive Investor,Noal Goldfarb,Financial Advisor;Wealth Management Advisor,Park Avenue Securities LLC New York NY 261 Madison Ave,noal_goldfarb@glic.com,,Salesforce
11041314,Inactive Investor,Ray Betzen,,"Farmers Financial Solutions, LLC Hobbs NM 3307 N Grimes St",,,Salesforce
11037370,Inactive Investor,David Stewart,,Cetera Advisor Networks LLC Dallas TX 5420 Lyndon B Johnson Fwy,,,Salesforce
9624221,,Jamie Chong,,,jxmiechong@gmail.com,,List import
11122463,Inactive Investor,Righteous Nyajeka,,Jefferies LLC,rnyajeka@jefferies.com,,Salesforce
10606731,,Tonny Navarro,Senior Investment Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",tonny.navarro@ml.com,203-861-5900,List Import
9608434,,David Peel,,,david.peel001@gmail.com,,List import
11010554,Inactive Investor,Joshua Watson,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,jdwatson@ft.newyorklife.com,,Salesforce
9624816,,Andy Rosenberg,,,amagansettandy@gmail.com,,List import
10973749,Inactive Investor,Jesse Waters,Financial Consultant,LPL Financial LLC San Mateo CA 1777 Borel Pl,jesse.waters@lpl.com,,Salesforce
9598913,,Philip Demuth,,,phil@phildemuth.com,,List import
9605017,,Eugene Barbaneagra,,,ebarbaneagra@seic.com,,List import
10812972,Inactive Investor,Mary Lumsden,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Brunswick OH 50 Pearl Rd",mary.lumsden@wellsfargoadvisors.com,,Salesforce
1005414,Inactive Investor,Luke Boughton,Financial Advisor,Luke Boughton,lboughton@ayco.com,518-640-5000,
10810510,Inactive Investor,Ramon Gonzalez,,Kovack Securities Inc. Miami FL 150 SE 2nd Ave,rgonzalez@ksifa.com,,Salesforce
347900,,George Manyak,Financial Advisor,"VALIC Financial Advisors, Inc.",george.manyak@valic.com,941-480-1280,
10933120,Inactive Investor,Francis Lawler,Chief Operating Officer;Partner,"Quadrant Private Wealth Management, LLC",flawler@quadrantpw.com,,Salesforce
11221311,,Peter Gallagher,,,pgallagher@commonwealth.com,,List Import
9557260,,Randy Wilcox,,,rwilcox@berthel.com,,List import
11068712,Inactive Investor,Colin Higgins,Chief Executive Officer;President;Regulatory Contact,"Summitry, LLC San Mateo CA 1850 Gateway Dr",colin@summitry.com,,Salesforce
11095873,Inactive Investor,Joel Dean,Senior Advisor,"Capital Investment Advisors, LLC",joel@yourwealth.com,,Salesforce
11161388,Inactive Investor,Andrew Jantz,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11182743,Inactive Investor,Aaron Salinas,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10785197,Inactive Investor,Deidre Webb,Financial Advisor,Morgan Stanley Macon GA 6055 Lakeside Commons Dr,deidre.ward@morganstanley.com,,Salesforce
10837977,Inactive Investor,Timothy Wendt,Chief Compliance Officer;President,"Wendt Financial Advisors, LLC",tim@wendtfinancial.com,,Salesforce
10823257,Inactive Investor,Charles Kanoy,,"J.W. Cole Financial, Inc. Lake Forest CA 26477 Rancho Pkwy S",,,Salesforce
10948834,Inactive Investor,David Abbott,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,david.abbott@fmr.com,,Salesforce
11027665,Inactive Investor,Andrew Goodwin,,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,andy.goodwin@morganstanley.com,,Salesforce
9583073,,Camryn Venters,,,camryn.venters@fidelity.com,,List import
9587305,,Mauree Barrett,,,mauree.barrett@odcm.com,,List import
9596004,,Andrey Rudomiotov,,,arudomiotov@bamstl.com,,List import
113067,,Jonathan Roberts,,"VALIC Financial Advisors, Inc.",jonathan.roberts@valic.com,803-743-2020,
11167111,Inactive Investor,Dallas Vigil,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
2445,,Evan Claar,Portfolio Manager,CBI Capital LLC,eclaar@cbicapital.com,1-212-905-0190,Initial Salesforce Import
11213409,Inactive Investor,Robert Knox,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,robert.knox@ceterais.com,,Salesforce
10926114,Inactive Investor,Cara Hendricks,Financial Advisor,Edward Jones Amarillo TX 8801 Buccola Ave,cara.hendricks@edwardjones.com,,Salesforce
11166347,Inactive Investor,Michelle Trombley,,"Allstate Financial Services, LLC Westland MI 5836 N Wayne Rd",michelletrombley@allstate.com,,Salesforce
11032181,Inactive Investor,Peter Schroeter,,Standard Chartered Securities North America LLC,peter.schroeter@sc.com,,Salesforce
10910359,Inactive Investor,Michael Kelsey,,LPL Financial LLC Dublin OH 425 Metro Pl N,mike.kelsey@lpl.com,,Salesforce
221340,,euddy frias,,[Unknown],euddy.frias@gmail.com,,
9553577,,Patrick Crypto,,,vdee666@gmail.com,,List import
236852,, -,,[[Unknown]],nvpmd2@me.com,,
11137095,Inactive Investor,Kyran Million,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",kyran.million@ml.com,,Salesforce
9631474,,Jaret Olson,,,jaretolson1@gmail.com,,List import
9415769,,K Roulston,,Robert J. O'Shea 2014 Family Trust,kroulston@silverpointcapital.com,,List Import
10837781,Inactive Investor,Robert Erling,Private Wealth Advisor,"Ameriprise Financial Services, LLC Temecula CA 27250 Via Industria",robert.d.erling@ampf.com,,Salesforce
10766328,Inactive Investor,Erez Avidan,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,erez.avidan@morganstanley.com,,Salesforce
9606760,,Rinat Khakimov,,,rinato001@gmail.com,,List import
11045800,Inactive Investor,Connor Walsh,Financial Advisor,"Ameriprise Financial Services, LLC Ellicott City MD 3300 N Ridge Rd",connor.walsh@ampf.com,,Salesforce
10645181,,Carl Coetzee,,,ccoetzee@rwbaird.com,,List Import
9558294,,Simon Rosenberg,,,b_human_official@pm.me,,List import
11122183,Inactive Investor,Craig Rosen,Financial Advisor,Edward Jones Fort Lauderdale FL 1250 S Pine Island Rd,craig.rosen@edwardjones.com,,Salesforce
11064629,Inactive Investor,Lawrence Wansing,,"N.I.S. Financial Services, Inc.",,,Salesforce
10758257,Inactive Investor,John Curry,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 1700 Summit Lake Dr,john_curry@glic.com,,Salesforce
9632632,,Richard Taddonio,,,rt99@aol.com,,List import
332648,,Ian Clark Soutar,,TBD,isoutar@caperadiology.com,5732256674,
10982892,Inactive Investor,Carter Weeks,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",carter.weeks@ml.com,,Salesforce
11184962,Inactive Investor,Michael Boswak,,"The Investment Center, Inc. Chichester NH 160 Dover Rd",mboswak@investmentctr.com,,Salesforce
11209256,Inactive Investor,Paul Clarke,Relationship Manager,"Principal Securities, Inc. Ossining NY Private Residence",clarke.paul@principal.com,,Salesforce
11173687,Inactive Investor,Mark Aloisio,Executive Director;Private Banker,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mark.j.aloisio@jpmorgan.com,,Salesforce
9579352,,Christopher Sweistris,,,chris.sweistris@berthelrep.com,,List import
63854,,Beth Hodges,"Office Manager, Principal","Securities America Advisors, Inc.",beth.hodges@securitiesamerica.com,513-729-9732,
11006456,Inactive Investor,Hiram Cortes,,LPL Financial LLC Freehold NJ 351 W Main St,hiram.cortes@lpl.com,,Salesforce
10774049,Inactive Investor,Frances Heath,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,frances.heath@ubs.com,,Salesforce
10906650,Inactive Investor,Sheila Kelly,Financial Advisor,LPL Financial LLC Dothan AL 317 N Park Ave,sheila.kelly@lpl.com,,Salesforce
10925061,Inactive Investor,John Hannon,Registered Administrative Associate,LPL Financial LLC Danville CA 500 La Gonda Way,john.hannon@lpl.com,,Salesforce
9646148,,Mark Roeland De Castro De Castro,,,markroelanddecastro@gmail.com,,List import
71359,,Jane Johnson,Director - Financial Advisory Services,Lincoln Financial Advisors Corporation,jane.johnson@lfg.com,904-354-3726,
10849610,Inactive Investor,Anthony Arch,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Santa Clara CA Private Residence",anthony.arch@equitable.com,,Salesforce
10937129,Inactive Investor,Vivian Rentas,,J.P. Morgan Securities LLC Yorktown Heights NY 720 Lee Blvd,vivian.rentas@jpmorgan.com,,Salesforce
11109457,Inactive Investor,John Ginn,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",john.ginn@nm.com,,Salesforce
11075813,Inactive Investor,Denise Collins,,"Raymond James Financial Services, Inc. Virginia Beach VA 297 Constitution Dr",denise.collins@raymondjames.com,,Salesforce
10759705,Inactive Investor,Kimberly Lee,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",kimberly_lee@ml.com,,Salesforce
11002641,Inactive Investor,Luke Hebert,Investment Advisor Representative,Commonwealth Financial Network Langhorne PA 115 E Maple Ave,lhebert@commonwealth.com,,Salesforce
9608063,,Simon Rabasa,,,majakkainvestments@gmail.com,,List import
10939199,Inactive Investor,Myloan Lam,Chief Compliance Officer,"Werba Rubin Papier Wealth Management, LLC",,,Salesforce
11070336,Inactive Investor,David Weber,Financial Advisor,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",david.r.weber@wellsfargoadvisors.com,,Salesforce
10979812,Inactive Investor,Sheila Chappelle,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,schappelle@primerica.com,,Salesforce
10995064,Inactive Investor,Brenda Murphy,,J.P. Morgan Securities LLC Murfreesboro TN 2397 Memorial Blvd,,,Salesforce
226986,, -,,[Unknown],j8son2@gmail.com,,
11152052,Inactive Investor,Robert Larson,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
371789,,Jon Tancock,,United Kingdom,jt@olr-consulting.com,,Salesforce
11012982,Inactive Investor,Vincent Petracco,Financial Planner,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",vpetracco@financialguide.com,,Salesforce
11201834,Inactive Investor,Jimmy Vaughn,,PFS Investments Inc. Knoxville TN 11424 Kingston Pike,jvaughn@primerica.com,,Salesforce
10870309,Inactive Investor,Cecile Hult,,"Osaic Wealth, Inc. Vienna VA 8045 Leesburg Pike",,,Salesforce
11002643,Inactive Investor,Mark Reynolds,Financial Advisor,LPL Financial LLC Fort Mill SC 110 Clebourne St,mark.reynolds@lpl.com,,Salesforce
11069825,Inactive Investor,Jake Mchugh,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11055989,Inactive Investor,Shrikant Nadkarni,Lead Advisor,"Fortis Capital Advisors, LLC Princeton NJ 206 Rockingham Row",,,Salesforce
10804125,Inactive Investor,Stephen Cordill,First Vice President - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,stephen.cordill@ubs.com,,Salesforce
9600499,,Austin Jones,,,austinjones@argi.net,,List import
10894632,Inactive Investor,Nicole Shao,Investment Relationship Officer,"City National Securities, Inc.",nicole.shao@cnb.com,,Salesforce
9594761,,Paul Thibodeaux,,,paul.thibodeaux@brightequities.com,,List Import
11183298,Inactive Investor,Michael Lis,,"Cadaret, Grant & Co., Inc. Getzville NY 2350 N Forest Rd",,,Salesforce
11028959,Inactive Investor,Connor Matheny,Financial Advisor,Rockford Financial Planning,,,Salesforce
11167358,Inactive Investor,Christine Lee,Assistant General Counsel;Executive Director;Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,,,Salesforce
10822334,Inactive Investor,Jordan Osborn,Financial Advisor,Edward Jones Saint Peters MO 150 Saint Peters Centre Blvd,jordan.osborn@edwardjones.com,,Salesforce
10798666,Inactive Investor,Robert Davis,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",robert.h.davis@ampf.com,,Salesforce
10785823,Inactive Investor,Logan Stanley,Financial Advisor,Edward Jones Joplin MO 1037 S Main St,logan.stanley@edwardjones.com,,Salesforce
112659,,Antoine Duvauchelle,,DGB,tony@darkgraybright.com,33679513733,
10845592,Inactive Investor,Todd Zets,,"Hornor, Townsend & Kent, LLC Akron OH 130 Springside Dr",tzets@htk.com,,Salesforce
10784475,Inactive Investor,Kelly Reey,Employee Benefits Specialist;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",kelly.reey@bofa.com,,Salesforce
52799,,Keith Poppitz,Financial Associate,Thrivent Investment Management Inc.,keith.poppitz@thrivent.com,314-843-6823,
11128045,Inactive Investor,Myron Jucha,,LPL Financial LLC Solana Beach CA 990 Highland Dr,myron.jucha@lpl.com,,Salesforce
11015146,Inactive Investor,Aaron Gremler,,"Brokers International Financial Services, LLC.",agremler@brokersifs.com,,Salesforce
11018039,Inactive Investor,Andrew Migliore,Financial Advisor,"Equitable Advisors, LLC Glenmoore PA 1610 Fairview Rd",andrew.migliore@equitable.com,,Salesforce
11185260,Inactive Investor,John Butler,,"Cambridge Investment Research, Inc. Hyannis MA 801 W Main St",,,Salesforce
9557283,,Elizabeth Harty,,,elizabeth.harty@signaturefd.com,,List import
10897692,Inactive Investor,Norman Sensabaugh,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11137266,Inactive Investor,David Pina,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
10890015,Inactive Investor,Francis Gorman,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,francis.gorman@fidelity.com,,Salesforce
10793418,Inactive Investor,Timothy Braude,,Goldman Sachs & Co.,timothy.braude@gs.com,,Salesforce
2419830,,Sonu shaikh,,,sonushaikh62297@gmail.com,,
10836999,Inactive Investor,John Foster,Managing Director - Investments,"Raymond James Financial Services, Inc. Greenville SC 124 Verdae Blvd",beach.foster@raymondjames.com,,Salesforce
9589949,,Amiya Raut,,,araut@outlook.com,,List import
10904779,Inactive Investor,Peter Jilka,,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,peter.jilka@primerica.com,,Salesforce
9638005,,Tommy Inzina,,,tinzina@baycare.org,,List import
11166250,Inactive Investor,Christine Quinones-Spurling,,"Raymond James Financial Services, Inc. Miami FL 5975 Sunset Dr",christine.quinonesspurling@raymondjames.com,,Salesforce
9640880,,Christie Campbell Israel,,,cisrael@uci.edu,,List import
1006082,Inactive Investor,Eric Barton,,TBD,ebarton9919@yahoo.com,702-698-4410,
9613796,,Jeff Hufford,,,jeff.hufford@comcast.net,,List import
11027707,Inactive Investor,Holly Clemence,,Cetera Advisor Networks LLC Minneapolis MN 901 Marquette Ave,,,Salesforce
10989126,Inactive Investor,Thane Hein,Financial Advisor,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",hein.thane@principal.com,,Salesforce
9610665,,Baldeo Nagessar,,,baldeonagessar@gmail.com,,List import
10887962,Inactive Investor,Preston Bellaire,Investment Advisor Representative,LPL Financial LLC Altamonte Springs FL 215 N Westmonte Dr,preston.bellaire@lpl.com,,Salesforce
10931900,Inactive Investor,Andrew Borgna,Regional Marketing Director,GWN Securities Inc. Henderson NV 2470 Saint Rose Pkwy,andy@gwnsecurities.com,,Salesforce
10958003,Inactive Investor,Victoria Kanevsky,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
117003,,Chris Morgan,"Managing Member, Chief Compliance Officer","Beacon Wealth Advisors, Llc",cmorgan@gradientsecurities.com,815-385-3899,Manual List Upload
10928254,Inactive Investor,Scott Notman,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",scott.notman@ampf.com,,Salesforce
10922109,Inactive Investor,Renee Cole,,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",renee.cole@raymondjames.com,,Salesforce
9593182,,Erin Lavelle,,,erin@flightdeckcap.com,,List import
11020568,Inactive Investor,Michael Finch,Chief Compliance Officer;Owner;Wealth Advisor,"Finch Wealth Management, LLC",,,Salesforce
11054586,Inactive Investor,Thomas Miller,Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,thomas.c.miller@morganstanley.com,,Salesforce
10992916,Inactive Investor,Ollie King,,PFS Investments Inc. Chicago IL 10540 S Western Ave,oking@primerica.com,,Salesforce
10776890,Inactive Investor,Michel Shanks,,J.P. Morgan Securities LLC Houston TX 5847 San Felipe St,michel.c.shanks@jpmorgan.com,,Salesforce
210781,,Livien Monti,,[Unknown],livien.monti@gmail.com,,Other
11039838,Inactive Investor,James Franceus,,LPL Financial LLC Gresham OR Private Residence,james.franceus@lpl.com,,Salesforce
11077786,Inactive Investor,Greg Steiger,,"Raymond James Financial Services, Inc. Caldwell ID 708 Main St",,,Salesforce
10842599,Inactive Investor,Kevin Keane,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,,,Salesforce
11220990,,Jeremy Hendrickson,,,jhendrickson@divinvest.com,,List Import
10920858,Inactive Investor,Janet Stanley,,"Osaic Wealth, Inc. Windsor CO 128 N 6th St",,,Salesforce
11102781,Inactive Investor,Curtis Floyd,,J.P. Morgan Securities LLC San Francisco CA 151 Warriors Way,curtis.floyd@jpmorgan.com,,Salesforce
9545989,,derek pennells,,,bpennells@salesforce.com,,List import
11076705,Inactive Investor,Hien Scozzafava,Chief Compliance Officer;Client Service Officer,"5T Wealth, LLC",,,Salesforce
10817799,Inactive Investor,Dianne Milano,,PFS Investments Inc. Hamden CT 105 Sanford St,dianne.milano@primerica.com,,Salesforce
158528,,Carlo Estay,,[Unknown],carlo.estay@gmail.com,,Organic Search
10562575,,Saakib Khan,,,saakib050895@gmail.com,,Web Form Fillout
10820104,Inactive Investor,Christopher LaTorre,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10819679,Inactive Investor,Kasey Reagans,,Edward Jones Marmaduke AR Private Residence,kasey.reagans@edwardjones.com,,Salesforce
10877143,Inactive Investor,Richard Riddle,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Seattle WA 601 Union St,richard.riddle@morganstanley.com,,Salesforce
11168636,Inactive Investor,Connor Head,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",connor.head@nm.com,,Salesforce
10966609,Inactive Investor,John Keyes,Wealth Advisor,"Petersen Hastings Wealth Advisors, Inc.",johnk@petersenhastings.com,,Salesforce
10969010,Inactive Investor,Eden Lafko,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,eden.lafko@fidelity.com,,Salesforce
6525642,,news pop,,,yohoh65479@chotunai.com,,Web Form Fillout
105560,,Lloyd Baxter,,Coastal Wealth Management Group,skip@cwmg.solutions,,
10921673,Inactive Investor,Shondra Williams-Rhodes,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10820879,Inactive Investor,Alexandra Maksimow,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",alexandra.maksimow@ml.com,,Salesforce
10843723,Inactive Investor,Dennis Kenley,,Charter Advisory Corporation Indianapolis IN 9755 Randall Dr,dkenley@charteradvisory.com,,Salesforce
9637940,,Michela Colmo,,,michela.colmo@generali.com,,List import
10487175,,Lisa Childs,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",lisa.childs@ml.com,,List Import
10771811,Inactive Investor,Douglas Sonnenshein,Financial Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,doug.sonnenshein@jpmorgan.com,,Salesforce
10990869,Inactive Investor,Eric Stuman,,"Pruco Securities, LLC. Birmingham AL 2700 Corporate Dr",eric.stuman@prudential.com,,Salesforce
11192904,Inactive Investor,Michael Wilkens,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
11236336,Inactive Investor,Callen Shimkus,Associate Advisor,"CGN Advisors, LLC",,,Salesforce
11081272,Inactive Investor,Jeremy Edge,Financial Advisor,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",jeremyedge@financialguide.com,,Salesforce
10815811,Inactive Investor,Matthew Curfman,Chief Executive Officer;Co-Owner;Senior Vice President - Investment Services,"Richmond Brothers, Inc.",matt@richmondbrothers.com,,Salesforce
10966673,Inactive Investor,Shreeva Aylor,,LPL Financial LLC Herndon VA 200 Spring St,shreeva.aylor@lpl.com,,Salesforce
244549,,Patrick Maguire,"Eagle Rock, a Greenberg & Rapp Company",Managing Partner,pmaguire@greenbergandrapp.com,,Manual List Upload
9575073,,Debra Hippensteel,,,dhippensteel@riverwealthadvisors.com,,List import
11036502,Inactive Investor,Alba Roldan,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,aroldan@primerica.com,,Salesforce
9543544,,SON NGUYEN,,,nsont66@gmail.com,,List import
10615104,,Samuel Kerner,Financial Advisor,,sam.kerner@morganstanley.com,,List Import
10992413,Inactive Investor,Robin Serritslev,,"Avantax Investment Services, Inc.",,,Salesforce
9556380,,Boyd Klingler,,,bklingler@wundernet.com,,List import
11209242,Inactive Investor,Mark Fry,Senior Relationship Manager,"Principal Securities, Inc. Herriman UT Private Residence",fry.mark@principal.com,,Salesforce
10889929,Inactive Investor,Scott Grace,,MWA Financial Services Inc. Enfield NH 56 Main St,scott.a.grace@mwarep.org,,Salesforce
9586817,,Olivia Park,,,qkrrhdms1996@naver.com,,List import
10790409,Inactive Investor,Melissa Carlson,Financial Advisor,Edward Jones Cornelius NC 17824 Statesville Rd,missy.carlson@edwardjones.com,,Salesforce
372721,,Suman Gandham,,United States,suman.gandham@gmail.com,,source
10961810,Inactive Investor,Jake Weiner,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11023918,Inactive Investor,Cody Norton,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",cody.norton@ml.com,,Salesforce
10780999,Inactive Investor,Craig Pontlitz,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,craig.pontlitz@ubs.com,,Salesforce
11199581,Inactive Investor,Joseph Kotowski,Investment Advisor,Fisher Investments,j.kotowski@fi.com,,Salesforce
11143487,Inactive Investor,Susannah Wherry,,Citigroup Global Markets Inc.,susannah.wherry@citigroup.com,,Salesforce
10961639,Inactive Investor,Javied Ahmadi,,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,javied.ahmadi@jpmorgan.com,,Salesforce
9542503,,Taehun Kim,,,frigoris@gmail.com,,List import
10801006,Inactive Investor,William Eitze,,"Raymond James Financial Services, Inc. Columbia MD 10500 Little Patuxent Pkwy",bill.eitze@raymondjames.com,,Salesforce
6659111,,Marvin E Johnson,,,navij97743@iucake.com,,Web Form Fillout
11136185,Inactive Investor,Charles Specht,Wealth Management Advisor,LPL Financial LLC Dalton Gardens ID Private Residence,charlie.specht@lpl.com,,Salesforce
9581875,,Jennifer Desisto,,,jdesisto@anchorcapital.com,,List import
11105571,Inactive Investor,Michael Reilly,,"Cambridge Investment Research, Inc. Morrisville PA 963 Randolph Dr",,,Salesforce
11041000,Inactive Investor,Ryan Jarrendt,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",ryan.jarrendt@nm.com,,Salesforce
9927726,,Erol Baylas,,,erolbaylas@gmail.com,,Web Form Fillout
10944586,Inactive Investor,Jeffrey Gue,Investment Advisor Representative,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",jgue@nationallife.com,,Salesforce
9570361,,David Murphy,,,david.murphy@theredwoodgroup.com,,List import
9560351,,Daniel Knudsen,,,daniel.knudsen@securitiesamerica.com,,List import
11125259,Inactive Investor,Manuel Perez,,PFS Investments Inc. Austin TX 5716 W Hwy 290,manuel.perez@primerica.com,,Salesforce
11153488,Inactive Investor,Mohammed Zubairu,Financial Advisor,"Citizens Securities, Inc. Southampton PA 464 2nd Street Pike",mohammed.zubairu@citizenssecurities.com,,Salesforce
9565522,,Will Lee,,,will.b.lee@ms.com,,List import
9558867,,David Hudson,,,david.hudson@lfg.com,,List import
11018440,Inactive Investor,Tarjani Mehta,,Vanguard Marketing Corporation,tarjani_mehta@vanguard.com,,Salesforce
9587542,,Yi Peng,,,yi.peng@transamerica.com,,List import
10921986,Inactive Investor,Sara Parrish,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",sara.montes@equitable.com,,Salesforce
10826159,Inactive Investor,Troy Lingley,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",,,Salesforce
11120233,Inactive Investor,Tyler Aubrey,Financial Planner,"Define Financial, LLC",,,Salesforce
236370,, -,,[[Unknown]],ootzard@gmail.com,,Organic Search
10505992,,Mark Rogers,Regional Manager,Scarborough Alliance Group,mrogers@scarboroughalliance.com,630-258-8157,List import
11074540,Inactive Investor,Justin Hurd,,LPL Financial LLC Savannah GA 100 Bull St,justin.hurd@lpl.com,,Salesforce
11006631,Inactive Investor,Connor Proud,,Standard Chartered Securities North America LLC,connor.proud@sc.com,,Salesforce
10937802,Inactive Investor,Christopher Allan,,"Avantax Investment Services, Inc.",christopher.allan@avantax.com,,Salesforce
335597,,Scott Ross,Limited Partner And Managing Partner,Hill Path Capital Lp,ross@hillpathcap.com,212-632-5420,Manual List Upload
9582085,,Mary Beth Rockwell,,,mbrockwell@btig.com,,List import
11164951,Inactive Investor,James Starnes,,Cetera Advisors LLC Houston TX 701 N Post Oak Rd,,,Salesforce
10851248,Inactive Investor,Karin Larrave,,"Northwestern Mutual Investment Services, LLC Dallas TX 5950 Berkshire Ln",karin.larrave@nm.com,,Salesforce
10940920,Inactive Investor,Stephen Mueller,,The O.N. Equity Sales Company Chesterfield MO 390 S Woods Mill Rd,,,Salesforce
11220389,,Michael Trezza,,,mtrezza@edelmanfinancialengines.com,,Other
9575383,,David Schwartz,,,schwartz.dave@principal.com,,List import
11179806,Inactive Investor,Kevin Meek,Financial Advisor,The Huntington Investment Company Medina OH 975 N Court St,kevin.a.meek@huntington.com,,Salesforce
10868604,Inactive Investor,Brian Bednarz,Financial Professional,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
10613702,,Angela Bertorelli-Casullo,"Financial Advisor, First Vice President",,angela.bertorelli1@wellsfargoadvisors.com,,List Import
9578938,,Laurence Kagan,,,lkagan@kagancocozza.com,,List import
178676,,ryan andrus,,[Unknown],ryandrus@gmail.com,,
10662303,,Joseph Odzer,,,jodzer@orba.com,,List Import
11141738,Inactive Investor,Joseph Pedro,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10784803,Inactive Investor,Steven Ploder,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Managing Director - Wealth Management;Senior Po,Morgan Stanley Chicago IL 233 S Wacker Dr,steven.ploder@morganstanley.com,,Salesforce
228658,, -,,[[Unknown]],rbelote@eprod.com,,
9557873,,Jerry Fung,,,jerry8fung@gmail.com,,List import
10806361,Inactive Investor,Alicia Alaniz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,alicia.alaniz@fidelity.com,,Salesforce
226961,,Austin -,,Austin [[Unknown]],austinvice96@gmail.com,,Content
11135153,Inactive Investor,Kenneth Gutshall,,Lincoln Investment San Marcos TX 2200 Old Ranch Road 12,kgutshall@lincolninvestment.com,,Salesforce
216639,,Michael yao,,[Unknown],michaelsyao@gmail.com,,Event
10947043,Inactive Investor,Michael Davell,,LPL Financial LLC Columbus OH 96 N 4th St,mike.davell@lpl.com,,Salesforce
98169,,Alexander Lyapustin,,Russia,lyapustinmail@gmail.com,,
10909744,Inactive Investor,Rodney Jones,,J.P. Morgan Securities LLC Fort Collins CO 1864 N College Ave,rodney.jones@jpmorgan.com,,Salesforce
11124297,Inactive Investor,Darin Pope,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
11183940,Inactive Investor,George Zuluaga,Investment Advisor Representative,"Avina Financial Group, Inc.",,,Salesforce
10907656,Inactive Investor,Jimmy Miller,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
11019622,Inactive Investor,Charles Kroll,,NYLIFE Securities LLC Pomona NY Private Residence,shimonkroll@ft.newyorklife.com,,Salesforce
11127942,Inactive Investor,David Samuels,,"Berthel, Fisher & Company Financial Services, Inc. Raleigh NC 8506 Six Forks Rd",dsamuels@berthelrep.com,,Salesforce
337668,,Alexander Smith,Managing Director,20 Gates Management Llc,asmith@20gates.com,212-295-3790,Manual List Upload
9626726,,Giorgio Manganiello,,,ipa2816007291@gmail.com,,List import
11012607,Inactive Investor,Ethan Workman,Financial Advisor,Prime Capital Financial Fayetteville AR 3790 N Bellafont Blvd,eworkman@pciawealth.com,,Salesforce
9562852,,David Gorsline,,,wdgorsline4@gmail.com,,List import
10659398,,Andrew Ivers,,,andrew.g.ivers@jpmorgan.com,,List Import
11254026,Inactive Investor,Alaina Burbank,,Janney Montgomery Scott LLC Bethlehem PA 81 Highland Ave,,,Salesforce
10823714,Inactive Investor,John Lebardo,,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",john.lebardo@wellsfargo.com,,Salesforce
10940339,Inactive Investor,Penn Majors,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
9595830,,Rodney Williams,,,rodney@cashforhomenow.com,,List import
11105806,Inactive Investor,Dale Zimney,,"FBL Marketing Services, LLC Meridian ID 30 SW 8th Ave",dale.zimney@fbfs.com,,Salesforce
11107637,Inactive Investor,Alexander Campbell,Chief Executive Officer;Co-Founder;Founding Principal;Principal,"A.G. Campbell Advisory, LLC",zandy@agcadvisory.com,,Salesforce
11048369,Inactive Investor,Robert Walenta,,"Osaic Wealth, Inc. Greenville NY 10734 Rte 32",,,Salesforce
10435816,,Glenn Hyland,,,hylandglenn@yahoo.com,,Web Form Fillout
11109603,Inactive Investor,Timothy Robinson,Financial Advisor,"Ameriprise Financial Services, LLC Owatonna MN 3095 S County Road 45",tim.robinson@ampf.com,,Salesforce
11173524,Inactive Investor,Elijah Garner,Financial Services Representative,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,e.garner@lpl.com,,Salesforce
10879873,Inactive Investor,Emanuel Monteiro,,"Citizens Securities, Inc. Westwood MA 200 Station Dr",emanuel.monteiro@ccoinvest.com,,Salesforce
10884361,Inactive Investor,Jackson Palmer,,"WMG Financial Advisors, LLC",,,Salesforce
11017168,Inactive Investor,Joshua Johnson,Chief Compliance Officer;Chief Executive Officer,Templeton Financial Services Inc.,josh@tfsformunis.com,,Salesforce
11177944,Inactive Investor,Matthew Ellis,Financial Advisor,Edward Jones Grafton WI 1245 Cheyenne Ave,matt.ellis@edwardjones.com,,Salesforce
233013,, -,,[Unknown],heather.cohen@jamestownlp.com,,
9559671,,Nicolas Praet,,,cyo27np7@gmail.com,,List import
10942878,Inactive Investor,Cecilio Urquiza Marquez,,"Wells Fargo Clearing Services, LLC Austin TX 12921 Galleria Cir",,,Salesforce
10976758,Inactive Investor,Alvaro Koury,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9618612,,Aaron Briceño,,,aaronb301@gmail.com,,List import
11138972,Inactive Investor,Cody Buck,Financial Advisor;Principal,LPL Financial LLC Red Wing MN 307 Dakota St,cody.buck@lpl.com,,Salesforce
11208296,Inactive Investor,Jamin Watson,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jwatson@tiaa-cref.org,,Salesforce
11100241,Inactive Investor,Neil Work,,"Ameriprise Financial Services, LLC Dennis MA 800 Main St",neil.work@ampf.com,,Salesforce
344387,,Alyssa Kaiser,Senior Vice President,Retirement Investment Advisors Inc,alyssa@wealthtrustok.com,405-842-3443,Manual List Upload
10724044,,Javier Venegas,,,negociosjkj@gmail.com,,Web Form Fillout
9642501,,Jajs Ajsj,,,sns@iqja.com,,List import
10987286,Inactive Investor,Mischa White,,PFS Investments Inc. Dublin CA 6377 Clark Ave,mischa.white@primerica.com,,Salesforce
49020,,Jeffrey Solomonson,"Financial Associate, Partner",Thrivent Investment Management Inc.,jeffrey.solomonson@thrivent.com,307-778-3076,
10949425,Inactive Investor,Tracey Hoover,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,tracey.hoover@fidelity.com,,Salesforce
9555559,,Dwight Dykstra,,,ddykstra@aegiswm.com,,List import
10454830,,Will Mattern,,,wmattern@confia.io,,Web Form Fillout
10817655,Inactive Investor,Christopher Heaven,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,christopher.j.heaven@morganstanley.com,,Salesforce
10656432,,Cynthia Aber,,,cynthia.aber@primerica.com,,List Import
11205197,Inactive Investor,Russell Thomas,Financial Advisor,The Huntington Investment Company Bay City MI 21 E Main St,,,Salesforce
11049077,Inactive Investor,Patricia Johnson,,"Brokers International Financial Services, LLC. West Des Moines IA Private Residence",pjohnson@brokersifs.com,,Salesforce
11091733,Inactive Investor,Lisa McEntee,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",lisa.mcentee@rbc.com,,Salesforce
10802880,Inactive Investor,Andrew Lich,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",andrew.lich@nm.com,,Salesforce
9611117,,Rajiv Naidoo,,,rajiv.naidoo19@gmail.com,,List import
199150,,Larry Krasnow,,NA,larrykras@gmail.com,858 487 3285,
11140166,Inactive Investor,William Guisinger,,Cetera Investment Services LLC Demotte IN 915 S Halleck St,,,Salesforce
10977520,Inactive Investor,Christopher Kear,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
10940631,Inactive Investor,Lana Becerra,,LPL Financial LLC Omaha NE 13220 California St,lana.becerra@lpl.com,,Salesforce
10987209,Inactive Investor,Evan Heller,Financial Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,evan_heller@glic.com,,Salesforce
11053979,Inactive Investor,Austyn Garcia,Marketing Coordinator;Service Advisor,"Denver Wealth Management, Inc.",austyn@denverwealth.com,,Salesforce
345867,,Eric Dillon,Managing Member And Chief Investment Investment Officer,Silver Creek Advisory Partners Llc,eric@silvercreekcap.com,206-774-6000,Manual List Upload
335899,,Britt Campbell,Member,"Avior Wealth Management, Llc",bcampbell@nvcwealth.com,402-218-4064,Manual List Upload
9588791,,Umer Khan,,,uk@paracoin.io,,List import
11133638,Inactive Investor,Michael Coats,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",michael.b.coats@truist.com,,Salesforce
10755655,Inactive Investor,Melinda Aven,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",myndi.aven@nm.com,,Salesforce
11106819,Inactive Investor,Allen Fraley,,State Farm VP Management Corp. Newport News VA 11010 Warwick Blvd,,,Salesforce
10963848,Inactive Investor,Robert Degeorge,Vice President,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",robert.degeorge@equitable.com,,Salesforce
9645682,,Richard Johnston,,,cryptoric14@gmail.com,,List import
9641925,,Mukul Sharma,,,sh.mukul@gmail.com,,List import
11157601,Inactive Investor,Debora Bucaria,,"Charles Schwab & Co., Inc. Manhasset NY 1900 Northern Blvd",debora.bucaria@schwab.com,,Salesforce
10980705,Inactive Investor,Quintin Smith,Chief Compliance Officer;Principal,Canvas Retirement Planning LLC,,,Salesforce
10612179,,Jared White,Investment Advisor Representative,,jwhite@compasscapitalct.com,,List Import
11084536,Inactive Investor,Kyle Ackourey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kyle.ackourey@ml.com,,Salesforce
337302,,Alfredo Gonzales,,[Unknown],es8q9tqm0@mozmail.cm,,source
10968239,Inactive Investor,Edward Demaree,,"Allstate Financial Services, LLC Goose Creek SC 431 Saint James Ave",edwarddemaree@allstate.com,,Salesforce
10780635,Inactive Investor,Paul Lafountain,First Vice President - Wealth Management,Citigroup Global Markets Inc. Commack NY 6105 Jericho Tpke,paul.lafountain@citigroup.com,,Salesforce
9615821,,Sean Fridley,,,esfridley@frontier.com,,List import
11131873,Inactive Investor,David Bowen,,"Southwest Investment Advisors, Inc.",,,Salesforce
9602502,,andrea bohackova,,,andrusha_rea@yahoo.com,,List import
10941914,Inactive Investor,Joshua Morris,Advisor,"Concourse Financial Group Securities, Inc. Harrisonburg VA 57 S Main St",joshua.morris@concoursefinancial.com,,Salesforce
10780310,Inactive Investor,Bruce Uber,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",bruce_uber@ml.com,,Salesforce
11077970,Inactive Investor,Shane Manzi,Financial Consultant,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",,,Salesforce
10912325,Inactive Investor,Dina Bartle,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11054524,Inactive Investor,Gregory De Surville,Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley San Francisco CA 101 California St,greg.desurville@morganstanley.com,,Salesforce
11157846,Inactive Investor,Malinda Martin,Financial Advisor,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",malinda.m.martin@wellsfargo.com,,Salesforce
11002450,Inactive Investor,Stacey Schall,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,,,Salesforce
9559837,,Garrone Johnson,,,garronejohnson@gmail.com,,List import
10351337,,William Maggiore,,,flames1180@aol.com,,List Import
10927143,Inactive Investor,Mark Enright,Investment Associate,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,mark.enright@jpmorgan.com,,Salesforce
11049401,Inactive Investor,Matthew Dorchak,Analyst;Portfolio Manager;Regulatory Contact;Vice President,Keene & Dorchak,mdorchak@keeneassociates.com,,Salesforce
10618891,,J Sidio,,,j.sidio@benjaminfedwards.com,,List Import
11040071,Inactive Investor,Laura Beall,,"Cambridge Investment Research, Inc. Walkersville MD Private Residence",,,Salesforce
10909594,Inactive Investor,Dana Muessle,,Fidelity Brokerage Services LLC,dana.muessle@fidelity.com,,Salesforce
9600871,,A T,,,actlien@actlien.com,,List import
248618,,Juan Jose Guzman Calderon,Associate,Scotiabank,guzmancjj@alum.up.edu.pe,,Manual List Upload
9612820,,Mike Pate,,,mspate22@gmail.com,,List import
10933228,Inactive Investor,Kristine Wexler,,"Sanford C. Bernstein & Co., LLC San Diego CA 4365 Executive Dr",kristine.wexler@bernstein.com,,Salesforce
11259892,Inactive Investor,Toby Bane,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11002891,Inactive Investor,Sohrab Mirzabeigifini,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",sohrab.fini@nm.com,,Salesforce
11143474,Inactive Investor,Logan Ross,,J.P. Morgan Securities LLC Redmond OR 568 SW 5th St,logan.ross@jpmorgan.com,,Salesforce
10657211,,Joseph Black,,,joe.black@chase.com,,List Import
11046667,Inactive Investor,Lawrence Feder,Financial Advisor;Senior Vice President,PNC Investments Pittsburgh PA 1105 Freeport Rd,lawrence.feder@pnc.com,,Salesforce
11222557,,Hany Boutros,,,hboutros@firstrepublic.com,,List Import
9561259,,Jeffrey Nome,,,jeff.nome@lfg.com,,List import
10980687,Inactive Investor,Michael Francis,Chief Compliance Officer;Managing Member,"Francis Wealth Solutions, LLC West Springfield VA 7706 Gromwell Ct",mike@franciswealthsolutions.com,,Salesforce
374196,,Matthew Bowen,,Adx Labs inc.,matthewbowenesq@gmail.com,262-370-4068,Salesforce
10964927,Inactive Investor,Hunter Kramer,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,hkramer@primerica.com,,Salesforce
9597252,,Gary TSANG,,,gtsangkh18@gmail.com,,List import
10802879,Inactive Investor,Michael Kellogg,Chief Operating Officer;Director - Client Engagement;Member;Partner,"Aureus Asset Management, LLC",mkellogg@aureus-asset.com,,Salesforce
11140208,Inactive Investor,James Eberhardt,,"Centaurus Financial, Inc. Arcadia CA Private Residence",,,Salesforce
10619510,,Thomas Benedict,,,thomas.l.benedict@morganstanley.com,,List Import
10898397,Inactive Investor,Mark Gray,,State Farm VP Management Corp. Monticello AR 372 Hwy 425 N,,,Salesforce
10558503,,Huang Piyin,,,erinhuang1104@gmail.com,886921717175,Web Form Fillout
10897021,Inactive Investor,Travis Figg,Financial Advisor,Edward Jones Columbia MO 201 W Broadway,travis.figg@edwardjones.com,,Salesforce
10955761,Inactive Investor,Reggie Alcairo,,"Wells Fargo Clearing Services, LLC Lake Elsinore CA 31600 Grape St",reggie.b.alcairo@wellsfargo.com,,Salesforce
11205011,Inactive Investor,Vickie Lawson,,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",vickie.lawson@raymondjames.com,,Salesforce
9604778,,Diego Maradona Paulino Silva Maradona,,,abvdiego40@gmail.com,,List import
11152568,Inactive Investor,Sydney Mastrovich,,Goldman Sachs & Co.,,,Salesforce
10826016,Inactive Investor,Terall Blalock,,"Ameritas Investment Company, LLC Grants Pass OR 531 NE E St",tblalock@ameritas.com,,Salesforce
11144692,Inactive Investor,Jonathan Miller,,"Parsonex Securities, Inc.",jonathan.miller@parsonexsecurities.com,,Salesforce
11092366,Inactive Investor,Jennifer Greenblatt,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,jennifer.greenblatt@ubs.com,,Salesforce
10821438,Inactive Investor,Casey Williams,Financial Advisor,Edward Jones Center TX 403 Nacogdoches St,casey.williams@edwardjones.com,,Salesforce
9582313,,Lisa Van buren lowy,,,lbvbl@aol.com,,List import
11061076,Inactive Investor,Daniel Clark,,LPL Financial LLC Glastonbury CT 180 Glastonbury Blvd,daniel.clark@lpl.com,,Salesforce
10862389,Inactive Investor,Alan Laporte,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",alanlaporte@financialguide.com,,Salesforce
11001381,Inactive Investor,Kaylee Ryan,,"Cambridge Investment Research, Inc. Pella IA 905 W 1st St",,,Salesforce
156601,,Daniel Arango,,[Unknown],einmueble@gmail.com,,source
11177758,Inactive Investor,Aaron Luccas,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",aaron.luccas@nm.com,,Salesforce
10800376,Inactive Investor,Randy Hyliard,Assistant Vice President;Financial Advisor,PNC Investments Sunbury OH 107 W Cherry St,randy.hyliard@pnc.com,,Salesforce
10972408,Inactive Investor,Steven Zamora,,"FBL Marketing Services, LLC Post Falls ID 806 E Polston Ave",steven.zamora@fblfinancial.com,,Salesforce
9567632,,Ron Chinitz,,,ron@ronchinitz.com,,List import
10968953,Inactive Investor,Joshua Carter,,"MML Investors Services, LLC Conway AR 2455 Washington Ave",joshuacarter@financialguide.com,,Salesforce
11233748,Inactive Investor,Michael Patrick,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
237335,, -,,[[Unknown]],reiter_andreas@hotmail.com,,
11077301,Inactive Investor,Sergio Sotolongo,,Bolton Global Capital North Miami Beach FL Private Residence,ssotolongo@boltonglobal.com,,Salesforce
10940482,Inactive Investor,John Reed,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",john.reed@tiaa.org,,Salesforce
371977,,Khuzema Safri,,United States,ksafri@hotmail.com,,Salesforce
10821619,Inactive Investor,Julia Wittmann,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",julia.deblock@wellsfargoadvisors.com,,Salesforce
11100567,Inactive Investor,Shanna Garbooshian,Director;Vice President,Morgan Stanley Seattle WA 601 Union St,shanna.garbooshian@morganstanley.com,,Salesforce
10847292,Inactive Investor,Erica Carpenter,Head - Investments and Advice;Managing Director,J.P. Morgan Securities LLC Denver CO 1455 16th St,erica.s.carpenter@jpmorgan.com,,Salesforce
11004123,Inactive Investor,Chris Jensen,,"MML Investors Services, LLC Emmett ID 2022 S Johns Ave",chrisjensen@financialguide.com,,Salesforce
11165241,Inactive Investor,Cara Gorman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",cara.gorman@ml.com,,Salesforce
10995210,Inactive Investor,Erin Bawa,Director - Investments;Managing Director,Michaud Capital Management LLC,,,Salesforce
9541571,,Edward Isles,,,islesgedward@icloud.com,,List import
9559397,,Bryan McBeth,,,btmcbeth@ft.newyorklife.com,,List import
10849573,Inactive Investor,Ivy Fields-Releford,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,ivy.fields-releford.mdis@statefarm.com,,Salesforce
11153886,Inactive Investor,Taylor Roland,Associate,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,jessipearson@jpmorgan.com,,Salesforce
11063426,Inactive Investor,Allen Hamilton,Financial Advisor,"Ameriprise Financial Services, LLC Bethlehem PA 1525 Valley Center Pkwy",allen.s.hamilton@ampf.com,,Salesforce
10968264,Inactive Investor,Cooper Rothe,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
10827665,Inactive Investor,Lewis Butler,,"Raymond James Financial Services, Inc. Florence SC 135 S Dargan St",lewis.butler@raymondjames.com,,Salesforce
11232771,Inactive Investor,Mary Hintz,Vice President,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",mary.hintz@wfadvisors.com,,Salesforce
335155,,Angie Long,Chief Investment Officer,Palmer Square Capital Management Llc,angie@palmersquarecap.com,816-994-3200,Manual List Upload
11098183,Inactive Investor,Gregory Donohoe,,"Halo Securities, LLC",,,Salesforce
10839224,Inactive Investor,Albert Maccani,,"World Investments, Inc. Vineland NJ 1537 S Delsea Dr",,,Salesforce
9613729,,Sasa Prcic,,,sasaprcic@gmail.com,,List import
10618571,,William Van Hoegarden,,,william.vanhoegarden@ubs.com,,List Import
11254724,Inactive Investor,Vladimir Robles,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11002559,Inactive Investor,John Hodgkins,,"Parkland Securities, LLC Crystal River FL 2121 SE US Hwy 19",jhodgkins@parklandrep.com,,Salesforce
11209287,Inactive Investor,Steven Klinzing,,State Farm VP Management Corp. Huntington NY 18 W Carver St,steve.klinzing.ssk1@statefarm.com,,Salesforce
11165863,Inactive Investor,Beth O'Malley,Financial Advisor,LPL Financial LLC Oak Brook IL 1111 W 22nd St,beth.o-malley@lpl.com,,Salesforce
10771668,Inactive Investor,Joseph Spinelli,,BBVA Securities Inc.,,,Salesforce
10910389,Inactive Investor,Michael Sander,Investment Advisor Representative;Treasurer,"Sander Capital Advisors, Inc.",mike@sandercapital.com,,Salesforce
10995684,Inactive Investor,Elizabeth Guerrero,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10900391,Inactive Investor,Megan Kanter,Senior Financial Advisor,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",mkanter@monetagroup.com,,Salesforce
10911013,Inactive Investor,Charles Burford,Chief Compliance Officer;Partner,"Burford Brothers, Inc.",charlie@burfordbrothers.com,,Salesforce
11098516,Inactive Investor,Tiffany Kam,Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,tiffany.kam@jpmorgan.com,,Salesforce
11095765,Inactive Investor,Robert Macrae,Investment Advisor,Robinswood Financial,macrae@robinswood.com,,Salesforce
10997977,Inactive Investor,Blanca Mackrey,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,blanca.mackrey.dbcb@statefarm.com,,Salesforce
9562112,,Nelson Morales,,,nelson.mberganza@gmail.com,,List import
9540824,,James Nicholson,,,nicholsonjamese@gmail.com,,List Import
11209936,Inactive Investor,Tyler Roy,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
9641408,,Bobby Gill,,,gilbo@gcwadmin.com,,List import
9586456,,Jonas Flint,,,jonasflint1982@outlook.com,,List import
11100066,Inactive Investor,George Barberich,,"Osaic Wealth, Inc. Pittsburg KS 311 S Broadway St",,,Salesforce
11221056,,Stephanie Chang,,,schang@wealthenhancement.com,,List Import
10960016,Inactive Investor,Stephen Belk,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11176927,Inactive Investor,Kenneth Siebel,Board Member;Chairman;Co-Chairman;Founder,"Private Wealth Partners, LLC",ksiebel@pwpart.com,,Salesforce
10872186,Inactive Investor,Dylan Thompson,,Vanguard Marketing Corporation,,,Salesforce
10779745,Inactive Investor,Scott Debano,,Citigroup Global Markets Inc.,scott.debano@citi.com,,Salesforce
11110769,Inactive Investor,Chu-Yi Hsu,,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",chu-yi.hsu@wellsfargoadvisors.com,,Salesforce
11211936,Inactive Investor,Daniel Dubois,Financial Advisor,LPL Financial LLC Franklin TN 1453 Governors Ridge Ct,daniel.a.dubois@lpl.com,,Salesforce
11037227,Inactive Investor,Timothy Helfer,,"The Leaders Group, Inc.",,,Salesforce
11091319,Inactive Investor,Donald Hartsoe,Financial Advisor,Edward Jones Belmont NC 27 E Catawba St,don.hartsoe@edwardjones.com,,Salesforce
10988006,Inactive Investor,Jeffery Martinez,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,,,Salesforce
10760927,Inactive Investor,David Schneider,Senior Vice President,Morgan Stanley Boca Raton FL 4855 Technology Way,david.schneider@morganstanley.com,,Salesforce
10846827,Inactive Investor,Matthew Ellis,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,matthew.ellis@fidelity.com,,Salesforce
10488616,,John Ascenzo,Chief Compliance Officer,"The Milestone Real Estate Group, Lp",jascenzo@milestonegp.com,,List import
95395,,Robin Prince,Founder,Robin Prince Partners,rprince@robinprince.com,,
11198930,Inactive Investor,Heather Hanna,,J.P. Morgan Securities LLC Huntington Woods MI 25800 Coolidge Hwy,heather.hanna@chase.com,,Salesforce
10991182,Inactive Investor,Aaron Robinson,Director;Senior Wealth Advisor,"Advisors Capital Management, LLC Nashville TN Private Residence",aaron.robinson@advisorscenter.com,,Salesforce
11208150,Inactive Investor,Katelynn Reese,Chief Compliance Officer,"Retirement Financial Group, LLC",katelynn@retirementnational.com,,Salesforce
10788371,Inactive Investor,Pierre Fistanic,,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,,,Salesforce
10924327,Inactive Investor,Terrence Carey,Financial Professional,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",tcarey@financialguide.com,,Salesforce
83602,,Marie Gillespie,"Chief Compliance Officer, Senior Vice President, Treasurer",Woodstock Corporation,egillespie@woodstockcorp.com,617-227-0600,
10955665,Inactive Investor,Jacob Ruotsinoja,Chief Compliance Officer;Managing Member,ICON Financial,jacobr@iconretirement.com,,Salesforce
10961341,Inactive Investor,Christian Bean,Financial Planning Specialist,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",christian.bean@ampf.com,,Salesforce
11189172,Inactive Investor,Varcity Kariuki,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,varcity.kariuki@jpmorgan.com,,Salesforce
9555368,,HungDuc Tran,,,harry.trand@gmail.com,,List import
10830883,Inactive Investor,David Robson,Financial Advisor,LPL Financial LLC Scottsdale AZ 21911 N Scottsdale Rd,david.robson@lpl.com,,Salesforce
9558960,,Esteban Trevino,,,etrevino@ayco.com,,List import
10872318,Inactive Investor,Leslie Martin,Partner,"Leslie Gale Advisors, LLC Delray Beach FL 13100 Alhambra Lake Cir",,,Salesforce
11054700,Inactive Investor,Suzanne Lynch,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",,,Salesforce
10905963,Inactive Investor,William Killinger,,Evercore Group L.L.C.,,,Salesforce
11130728,Inactive Investor,Angela Walsh,,LPL Financial LLC Wilmington MA 300 Ballardvale St,angela.walsh@lpl.com,,Salesforce
9645613,,Lawrence Rotters,,,larry.rotters@protonmail.com,,List import
10895309,Inactive Investor,Duane Silbernagel,Wealth Advisor,LPL Financial LLC Lincoln City OR 2137 NW Hwy 101,duane.silbernagel@lpl.com,,Salesforce
10892391,Inactive Investor,Justin Rodrigues,Financial Advisor,"Osaic Institutions, Inc. Southbury CT 363 Main St S",jrodrigues@infinexgroup.com,,Salesforce
10039114,,Tony Lopez,,,sacvalleyservesu@aol.com,,Web form fillout
9558773,,Shama Mehta,,,markit1sam@gmail.com,,List import
9559419,,Wafi Alshammari,,,wafi902@hotmail.com,,List import
4891431,,Fanicqua Blalock,,,blalockfanicqua@gmail.com, +15013511730,Web form fillout
10934521,Inactive Investor,Dennis Long,,"Farmers Financial Solutions, LLC Galion OH 118 W Church St",dlong@farmersagent.com,,Salesforce
11191574,Inactive Investor,Matthew Waldron,Wealth Advisor,Belpointe Asset Management LLC Wake Forest NC Private Residence,matthew.waldron@belpointeasset.com,,Salesforce
11102476,Inactive Investor,William Holden,,LPL Financial LLC Franklin TN 6840 Carothers Pkwy,william.holden@lpl.com,,Salesforce
3441942,,KOO KIM,,,turttle766@gmail.com,,Web Form Fillout
10656848,,Matthew Bruns,,,mbruns@northsouthcap.com,,List Import
10981042,Inactive Investor,Victor Huang,Lead Advisor,"Morling Financial Advisors, LLC",,,Salesforce
11052563,Inactive Investor,Martin Kangah,,"Kestra Investment Services, LLC Lutherville Timonium MD 9690 Deereco Rd",,,Salesforce
342501,,Ashley Overbey,Senior Investment Advisor,"Horter Investment Management, Llc",receptionist@him-ria.com,513-984-9933,Manual List Upload
11071299,Inactive Investor,Douglas Hedley,,Sigma Financial Corporation Haslett MI 2076 Towner Rd,dhedley@sigmarep.com,,Salesforce
9576353,,Kyle Dziekan,,,kdziekan@co.pepin.wi.us,,List import
10944231,Inactive Investor,Sarah Fitzgerald,Advisor;Partner,NorthFork Financial LLC,sarah@northforkfinancial.com,,Salesforce
10887966,Inactive Investor,Michael Bruening,,"Allstate Financial Services, LLC Kansas City MO 2900 Burlington St",,,Salesforce
11151560,Inactive Investor,George Faris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,george.faris@fidelity.com,,Salesforce
10857295,Inactive Investor,Jeffrey Honeycutt,,"Farmers Financial Solutions, LLC Midlothian TX 1501 N Hwy 67",,,Salesforce
10832863,Inactive Investor,Alisha Mazzocchi,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,alisha.mazzocchi@morganstanleypwm.com,,Salesforce
11118861,Inactive Investor,Donovan Morris,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
10859186,Inactive Investor,Shawn Mauro,Chief Compliance Officer;Managing Partner,LiveLife Capital Partners LLC,shawn.mauro@livelifecapital.com,,Salesforce
11044515,Inactive Investor,Ricardo Lawrence,,J.P. Morgan Securities LLC Stamford CT 559 Newfield Ave,ricardo.lawrence@jpmorgan.com,,Salesforce
9556969,,Kamran Gadashov,,,kamranqadashov1990@gmail.com,,List import
205883,,Mike Lyneis,,[Unknown],mlyneis@hotmail.com,,
10766854,Inactive Investor,Michael Genovese,,"CapFinancial Securities, LLC. Sacramento CA 740 University Ave",,,Salesforce
10927523,Inactive Investor,Sriharshith Pedda,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11230600,Inactive Investor,Rex Wang,Financial Advisor,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",rex.wang@prudential.com,,Salesforce
9612240,,Michi Grimm,,,team@cryptobasicincome.com,,List import
11091553,Inactive Investor,Jared Winkers,,"Northwestern Mutual Investment Services, LLC Clive IA 12289 Stratford Dr",jared.winkers@nm.com,,Salesforce
10820102,Inactive Investor,Carolyn Jones,Senior Vice President,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",carolyn.jones@wellsfargo.com,,Salesforce
9610897,,CLIFFORD EISLER,,,ceisler@gmail.com,,List import
9543552,,Jonathan Williams,,,jonwilliams429@gmail.com,,List import
10832626,Inactive Investor,Rebecca Hughes,Financial Advisor,Edward Jones Laurinburg NC 600 S Main St,becca.hughes@edwardjones.com,,Salesforce
10967040,Inactive Investor,John Crowley,Shareholder,"Mitchell, McLeod, Pugh & Williams, Inc.",john@mmpw.com,,Salesforce
11072607,Inactive Investor,Mary Bartels,,"Sanctuary Securities, Inc. New York NY 510 Madison Ave",mbartels@sanctuarywealth.com,,Salesforce
11088828,Inactive Investor,Richard Lorenti,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",richard.lorenti@raymondjames.com,,Salesforce
10756787,Inactive Investor,Michael Egan,Assistant Vice President;Business Development Associate,Morgan Stanley Middleton MA 35 Village Rd,michael.egan@morganstanley.com,,Salesforce
10964058,Inactive Investor,Aaron Lacona,,"Principal Securities, Inc.",lacona.aaron@principal.com,,Salesforce
11066190,Inactive Investor,David Grudkowski,Financial Advisor,Morgan Stanley Scranton PA 111 N Washington Ave,david.grudkowski@morganstanley.com,,Salesforce
10786779,Inactive Investor,Holly Neville,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,,,Salesforce
9543124,,Jonathan Pineda,,,jonathan.pineda@lfg.com,,List import
11179262,Inactive Investor,Walter Lim,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley San Francisco CA 555 California St,walter.lim@morganstanley.com,,Salesforce
10941486,Inactive Investor,Thomas Olivera,Registered Client Service Associate,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,thomas.olivera@morganstanley.com,,Salesforce
11180300,Inactive Investor,Jeanette Houle,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10809092,Inactive Investor,David Fix,,"Northern Trust Securities, Inc. Villa Park IL 1 Tower Ln",fix.david@ntrs.com,,Salesforce
10987635,Inactive Investor,Israel Lopez,,J.P. Morgan Securities LLC Calabasas CA 23703 Calabasas Rd,israel.lopez@chase.com,,Salesforce
333738,,James Romano,"Portfolio Research, Risk Management","Conning Investment Products, Inc.",jim_romano@conning.com,860-299-2000,Manual List Upload
11024065,Inactive Investor,Michael Quin,Chief Executive Officer;Partner,"DayMark Wealth Partners, LLC",,,Salesforce
10887315,Inactive Investor,John Forness,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",forness.john@principal.com,,Salesforce
10834778,Inactive Investor,Steven Holbrook,Director - Investments;Financial Advisor;Senior Portfolio Manager,Oppenheimer & Co. Inc. Greensboro NC 800 Green Valley Rd,steven.holbrook@opco.com,,Salesforce
10844376,Inactive Investor,Paul Espey,,"Arete Wealth Management, LLC West Des Moines IA 160 S 68th St",paul.espey@aretewealth.com,,Salesforce
9644695,,B Led,,,bgkl2003@yahoo.com,,List import
149968,,Shamith S,,[Unknown],shamith0805@gmail.com,,
11087312,Inactive Investor,Alexander Lynch,,Rockefeller Financial LLC,alynch@rockco.com,,Salesforce
11096790,Inactive Investor,James Smith,Wealth Management Advisor,SignalPoint Asset Management LLC Fayetteville AR 70 N College Ave,psmith@signalpointinvest.com,,Salesforce
11089715,Inactive Investor,Lawrence Raiman,Chief Executive Officer;Chief Investment Officer;Managing Principal;Portfolio Manager;President,"LDR Capital Management, LLC New York NY 410 Park Ave",lraiman@ldrcapitalmgmt.com,,Salesforce
11064871,Inactive Investor,Brian Schlaks,Financial Advisor;First Vice President;Senior Portfolio Manager;Vice President,Morgan Stanley Jacksonville FL 50 N Laura St,brian.s.schlaks@morganstanley.com,,Salesforce
73907,,Benjamin Harding,Financial Advisor,Eagle Strategies LLC,bharding@ft.newyorklife.com,781-933-2792,
10813787,Inactive Investor,Paul Karson,Registered Principal,LPL Financial LLC Burlingame CA 533 Airport Blvd,paul.karson@lpl.com,,Salesforce
5494232,,Adrianna Walcott,,,driannawalcott94@gmail.com,,
10662211,,Erin Fogarty,,,efogarty@fsrwealth.com,,List Import
9576708,,Ronald Gulaskey,,,ronald.gulaskey@securitiesamerica.com,,List import
10909203,Inactive Investor,Todd Braulick,Institutional Client Advisor;Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",todd.braulick@bofa.com,,Salesforce
9545872,,Jaime Villa,,,Jvilla1@me.com,,List import
10761595,Inactive Investor,Robert Franchini,Executive Director - Wealth Management;Family Wealth Director;Portfolio Management Director,Morgan Stanley Westport CT 500 Post Road E,robert.franchini@morganstanley.com,,Salesforce
11138333,Inactive Investor,Chase Kysar,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,ckysar@rwbaird.com,,Salesforce
9622123,,yanghoo kim,,,ryanghoo@gmail.com,,List import
9587187,,Carl Sellen,,,carl.sellen@associatedbank.com,,List import
10914038,Inactive Investor,Jonathan Wright,Financial Advisor,Edward Jones Paragould AR 124 Linwood Dr,jonathan.wright@edwardjones.com,,Salesforce
10918525,Inactive Investor,Bruce Burbank,Financial Advisor,Edward Jones Eugene OR 1955B Empire Park Dr,bruce.burbank@edwardjones.com,,Salesforce
10966959,Inactive Investor,Peyton Toledo,,Emerson Equity LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10817164,Inactive Investor,Parmveer Singh,Investment Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",parmveer.singh@ml.com,,Salesforce
9648136,,Victor Cano,,,1021odds@gmail.com,,List import
11175222,Inactive Investor,Jason Prince,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11126332,Inactive Investor,Andres Quiceno,Private Client Advisor,J.P. Morgan Securities LLC New York NY 360 E 72nd St,andres.quiceno@jpmorgan.com,,Salesforce
10976866,Inactive Investor,Lucas Nathan,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
9600255,,Fulvio Arrigoni,,,fulvio@arrigoni.com.ar,,List import
10879188,Inactive Investor,Kenneth Paull,Financial Advisor;Vice President - Private Client Services,"Sequoia Financial Group, L.L.C. Beachwood OH 2000 Auburn Dr",,,Salesforce
11066112,Inactive Investor,Eli Kreger,,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",eli.kreger@rbccm.com,,Salesforce
9569869,,Scott McCabe,,,smccabe@seaportglobal.com,,List import
349299,,Janet Hayes,"Shareholder, Director, Executive Committee","Leavell Investment Management, Inc.",jhayes@leavellinvestments.com,251-433-3709,Manual List Upload
231821,,Amir -,,Amir [[Unknown]],amir.no22@gmail.com,,
11171170,Inactive Investor,Theodore Zamerski,Chief Compliance Officer;Member;Principal,"TSP Financial, LLC Vero Beach FL 2150 15th Ave",ted.zamerski@tspfinancial.com,,Salesforce
11217254,,Lora Caglioti,,,lora.caglioti@schwab.com,,Other
9607821,,Robert Kline,,,rkline@weikinvest.com,,List import
10589925,,Lukman Sri devi,,,lukman2645@gmail.com,,Web Form Fillout
11165663,Inactive Investor,Tyler Esmon,,Cash App Investing LLC,,,Salesforce
9621264,,Neesirg klnn,,,klmlk@c.com,,List import
11054163,Inactive Investor,Bryce Cooper,Wealth Management Associate,"CUSO Financial Services, L.P. Lexington KY 2557 Sir Barton Way",,,Salesforce
11113978,Inactive Investor,Miguel Sanchez,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",miguel.d.sanchez@ml.com,,Salesforce
10816539,Inactive Investor,Traci Simpson,Executive Director,UBS Financial Services Inc.,traci.simpson@ubs.com,,Salesforce
11255468,Inactive Investor,Arthur Potter,Chief Compliance Officer,Proxy Wealth Advisors LLC,,,Salesforce
9568230,,Private Investor,,,mcmaxwu@gmail.com,,List import
9647401,,Senora Maddox,,,maddoxsenora3@gmail.com,,List import
201584,,David Sappington,,[Unknown],dsappington54@yahoo.com,352-262-1163,
337777,,Mark Lyons,Partner,Walleye Capital Llc,mlyons@walleyetrading.com,952-345-5200,Manual List Upload
10606552,,Ryan Einig,"Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,ryan.einig@ubs.com,631-454-3224,List Import
10834581,Inactive Investor,Steven Daniel,,"Osaic Wealth, Inc. Butte MT 18 W Galena St",,,Salesforce
10938914,Inactive Investor,Stephanie Hooper,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
9626212,,Cameron Pitts,,,camerondpitts@gmail.com,,List import
11111972,Inactive Investor,Christopher Cusack,,LPL Financial LLC Matawan NJ 14 Cliffwood Ave,christopher.cusack@lpl.com,,Salesforce
11111387,Inactive Investor,Kylie Dawson,,J.P. Morgan Securities LLC Cleveland OH 1275 Euclid Ave,kylie.dawson@jpmorgan.com,,Salesforce
10894526,Inactive Investor,Mark Bennett,Portfolio Manager;Principal;Vice President,"Horan Capital Advisors, LLC",markb@horancapitaladvisors.com,,Salesforce
11075376,Inactive Investor,Paige Henry,,"Raymond James Financial Services, Inc. Dayton OH 313 E Stroop Rd",paige.henry@raymondjames.com,,Salesforce
158027,,Gary Read,,[Unknown],garyread@yahoo.com,,
10950595,Inactive Investor,William Rankin,,Thrivent Investment Management Inc.,william.rankin@thrivent.com,,Salesforce
374805,,Steven Elkington,,Steven Elkington,steven.elkington@gmail.com,8134515845,Salesforce
10880182,Inactive Investor,James Bergman,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
10880695,Inactive Investor,Edward Pursino,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,epursino@ft.newyorklife.com,,Salesforce
10872698,Inactive Investor,Joann Charney,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1051 Rte 37 W",joann.charney2@ml.com,,Salesforce
10863820,Inactive Investor,Peter Kelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",peter.kelly2@ml.com,,Salesforce
11183292,Inactive Investor,Derek Mccord,Financial Services Professional,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",dmccord@financialguide.com,,Salesforce
11134348,Inactive Investor,Thu Henrick,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10967023,Inactive Investor,Michael Cowley,Premier Banker,"Wells Fargo Clearing Services, LLC Sonoma CA 480 W Napa St",michael.cowley@wellsfargo.com,,Salesforce
9641757,,Amour Charly NZAHOU,,,capital.rouma@gmail.com,,List import
11087674,Inactive Investor,John Furrer,Senior Financial Advisor,LPL Financial LLC Menomonee Falls WI N82W15415 Appleton Ave,john.furrer@lpl.com,,Salesforce
10988969,Inactive Investor,Sara Berry,,J.P. Morgan Securities LLC New York NY 147 E 86th St,sara.berry@jpmorgan.com,,Salesforce
10942880,Inactive Investor,Peter Staab,,"TastyTrade, Inc.",,,Salesforce
11161855,Inactive Investor,Jake Mcneil,,"MML Investors Services, LLC Clarkston MI 5980 S Main St",jakemcneil@financialguide.com,,Salesforce
11189849,Inactive Investor,Ashley Anderson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",ashley.n.anderson@ml.com,,Salesforce
10911040,Inactive Investor,Bruce Balkcom,,Cetera Advisors LLC Bethlehem PA 3 E North St,bruce.balkcom@ceteraadvisors.com,,Salesforce
9590852,,Carlos Monteiro,,,ccmm.cf@gmail.com,,List import
10755662,Inactive Investor,Stuart Weier,,Commonwealth Financial Network Norwell MA 101 Longwater Cir,sweier@commonwealth.com,,Salesforce
10829830,Inactive Investor,Lawrence Ishimoto,,NYLIFE Securities LLC Visalia CA 2316 W Whitendale Ave,lishimoto@ft.newyorklife.com,,Salesforce
10911605,Inactive Investor,Dane Ogden,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,daneogden@statefarm.com,,Salesforce
11093767,Inactive Investor,Ekta Parekh,,NYLIFE Securities LLC Edison NJ 379 Thornall St,eparekh@ft.newyorklife.com,,Salesforce
10950674,Inactive Investor,Ryan Mueller,Financial Advisor,"Raymond James & Associates, Inc. Irvine CA 400 Spectrum Center Dr",ryan.mueller@raymondjames.com,,Salesforce
9619127,,Martin Hoe,,,martin.hoe@emperyam.com,,List import
10848448,Inactive Investor,Nicholas Santoro,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",nicholas.santoro@ml.com,,Salesforce
11233233,Inactive Investor,Isael Mancilla,,J.P. Morgan Securities LLC Port Orange FL 3825 S Nova Rd,,,Salesforce
11035847,Inactive Investor,Heather Marcus,,LPL Financial LLC York PA 1601 S Queen St,heather.marcus@lpl.com,,Salesforce
11152814,Inactive Investor,Stephen Gunby,,Cetera Financial Specialists LLC Fairfield NJ 277 Fairfield Rd,stephen.gunby@ceterafs.com,,Salesforce
11129421,Inactive Investor,Todd Alday,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 8951 E Tanque Verde Rd",todd.alday@wellsfargoadvisors.com,,Salesforce
10880669,Inactive Investor,Katherine DeHart,,"Raymond James Financial Services, Inc. Hunt Valley MD 11350 McCormick Rd",katherine.dehart@raymondjames.com,,Salesforce
11012723,Inactive Investor,Alfred Padron,,PFS Investments Inc. Houston TX 8866 Gulf Fwy,apadron@primerica.com,,Salesforce
9582639,,Richard Bozner,,,rpbozner@yahoo.com,,List import
4339275,Inactive Investor,Dylan Sage,Portfolio Manager,Baldwin Brothers,dsage@baldwinbrothersinc.com,(508) 748-0800,
9640399,,Gregory Powell,,,gpowell@dexterenterprisesinc.com,,List import
11233991,Inactive Investor,Joseph Ondris,,"Landolt Securities, Inc.",,,Salesforce
10618407,,Matthew Clark,,,matthew.i.clark@ml.com,,List Import
11163106,Inactive Investor,Michael Prokop,Financial Services Representative,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
10913421,Inactive Investor,Larry Lutz,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Tampa FL 410 S Ware Blvd",larry.lutz@tfaconnect.com,,Salesforce
10976316,Inactive Investor,Simon Ho,,PFS Investments Inc. Redlands CA 721 Nevada St,simon.ho@primerica.com,,Salesforce
11144463,Inactive Investor,Mark Blackwell,,"Wells Fargo Clearing Services, LLC Conyers GA 1903 Hwy 20 SE",mark.blackwell@wfadvisors.com,,Salesforce
11170901,Inactive Investor,Andrew Dooley,,LPL Financial LLC Attleboro MA 555 Pleasant St,andrew.dooley@lpl.com,,Salesforce
9637774,,Bo Wen,,,wenbo1990@gmail.com,,List import
9625798,,Steven Lee,,,sj.lee@omni.cr,,List import
10884338,Inactive Investor,James Meyer,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,james.meyer@fidelity.com,,Salesforce
11233252,Inactive Investor,Christina Brillowsky,,United Planners' Financial Services of America A Limited Partner Bellingham WA 1128 Finnegan Way,,,Salesforce
11089335,Inactive Investor,Michael West,Private Wealth Advisor,"Ameriprise Financial Services, LLC Travelers Rest SC 8 S Poinsett Hwy",,,Salesforce
10960659,Inactive Investor,Coty Rose,,The Huntington Investment Company Huntington WV 919 5th Ave,coty.rose@huntington.com,,Salesforce
9603174,,Thanh Nguy?n,,,thanhalex85@gmail.com,,List import
11209044,Inactive Investor,Jeffrey Teasley,,"Farmers Financial Solutions, LLC Cheyenne WY 3904 Central Ave",jteasley@farmersagent.com,,Salesforce
10617819,,Lucas Weis,,,lucas.weis@wfafinet.com,,List Import
11150263,Inactive Investor,Derek Whitmire,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,derek_whitmire@vanguard.com,,Salesforce
11188877,Inactive Investor,Kathryn Jabour,,"Osaic Wealth, Inc. Vacaville CA 190 S Orchard Ave",,,Salesforce
10791761,Inactive Investor,Samuel Brennan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,samuel.brennan@fidelity.com,,Salesforce
11162178,Inactive Investor,Mark Wardzinski,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",mark.wardzinski@raymondjames.com,,Salesforce
10851711,Inactive Investor,Lauren Lee,,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,,,Salesforce
11087032,Inactive Investor,Susan Sloan,Financial Advisor,Thrivent Investment Management Inc. Birmingham AL 3404 Sagewood Trl,susan.sloan@thrivent.com,,Salesforce
10955181,Inactive Investor,Samuel Knapp,Premier Banker,"Wells Fargo Clearing Services, LLC Hillsboro OR 7200 NE Butler St",,,Salesforce
350935,,Bridget Ellis,,Laurel Financial Group Inc,bridget@laurelfinancialgroup.com,412-831-7800,Manual List Upload
11142468,Inactive Investor,Travis Borton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",travis.borton@schwab.com,,Salesforce
9630072,,Hiral Patel,,,hpatel.ca@gmail.com,,List import
10773961,Inactive Investor,Marc Perna,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",marc.a.perna@bofa.com,,Salesforce
23612,,E. Paul McKernan,Portfolio Manager,Allstate Investments LLC,pmckerna@allstate.com,1-847-402-4562,Database Upload
11219949,,Emil Suqi,,,esuqi@arvest.com,,Other
9545234,,Hugo Boss,,,hugoboss@fashion.com,,List import
10829657,Inactive Investor,Kevin Dziubela,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,kdziubela@brileywealth.com,,Salesforce
11051834,Inactive Investor,Martin Varela,,"Farmers Financial Solutions, LLC Santa Fe NM 1907 Saint Michaels Dr",mvarela@farmersagent.com,,Salesforce
10784259,Inactive Investor,Brian Stouffer,,"Bankoh Investment Services, Inc. Honolulu HI 1441 Kapiolani Blvd",brian.stouffer@boh.com,,Salesforce
9635978,,Cheryl Appleton,,,cappleton@hudockcapital.com,,List import
10935241,Inactive Investor,Christopher Yorges,,"Farmers Financial Solutions, LLC Eugene OR 116 Hwy 99 N",cyorges@farmersagent.com,,Salesforce
11013364,Inactive Investor,Jesus Lujan Cruz,,J.P. Morgan Securities LLC West Valley City UT 4065 W 3500 S,jesus.lujan-cruz@jpmorgan.com,,Salesforce
9569717,,Vidya Shah,,,vidya.shah@prudential.com,,List import
9580291,,David Gantsweg,,,david@thirstyhorsesgroup.com,,List import
143623,,Benjamin Sams,"Managing Principal, Owner","Haviland & Sams, LLC",bsams@havilandsams.com,860-678-1414,
224549,,Linda Mulinix,,[Unknown],lindamulinix60@gmail.com,,Direct
11179331,Inactive Investor,Michelle Huffman,,"Cambridge Investment Research, Inc. Concord NH 19 Chenell Dr",,,Salesforce
10659123,,Mary Schur,,,maryschur3@allstate.com,,List Import
147599,,Jacques Thibault,,[Unknown],tricycle3cycles@gmail.com,,Organic Search
204178,,Robert Cannon,"CEO, Elected Manager",Horizon Investments Llc,rcannon@horizoninvestments.com,704-544-2399,
10954918,Inactive Investor,Matthew O'Brien,Financial Advisor,"Voya Financial Advisors, Inc. Braintree MA 30 Braintree Hill Office Park",matthew.obrien@voyafa.com,,Salesforce
10488911,,Lenor Gallagher,Business Management Specialist,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,leonor.gallagher@jpmorgan.com,561-694-5651,List Import
11207391,Inactive Investor,Mathew Goldberg,Chief Compliance Officer;Financial Advisor;Managing Partner;Regulatory Contact,MPWM Advisory Solutions LLC,,,Salesforce
10765885,Inactive Investor,William Spell,First Vice President - Wealth Management,"Raymond James & Associates, Inc. The Villages FL 2631 W Torch Lake Dr",romain.spell@raymondjames.com,,Salesforce
11134985,Inactive Investor,Gary Miller,,NYLIFE Securities LLC Berea KY 408 Chestnut St,millergd@ft.newyorklife.com,,Salesforce
11228803,Inactive Investor,Gustavo Bikkesbakker,,BNY Mellon Securities Corporation Boston MA 201 Washington St,gustavo.bikkesbakker@bnymellon.com,,Salesforce
11153318,Inactive Investor,Reid Soberman,Financial Advisor,"Osaic Institutions, Inc. Boston MA 100 Cambridge St",rsoberman@infinexgroup.com,,Salesforce
10871335,Inactive Investor,Louis Pietig,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",louis.pietigii@nm.com,,Salesforce
40324,,Lane Weitz,"Financial Advisor, Financial Services Representative, Investment Advisor Representative, Senior Financial Representative","Principal Securities, Inc.",weitz.lane@principal.com,972-980-9990,
10840752,Inactive Investor,James Rogers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",james_rogers@ml.com,,Salesforce
9632720,,Ralph Occhiuto,,,rj333@yahoo.com,,List import
10957485,Inactive Investor,Jeffery Van Hoose,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10965712,Inactive Investor,Steven Shih,,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",steven.shih@tfaconnect.com,,Salesforce
340192,,[[Unknown]],,[Unknown],recoze@yahoo.com.cg,,
11123807,Inactive Investor,Christian Ramkissoon,,J.P. Morgan Securities LLC Glen Oaks NY 25621 Union Tpke,christian.ramkissoon@jpmorgan.com,,Salesforce
11235595,Inactive Investor,Ian Rivero,Member;Partner;Senior Wealth Advisor,Power Wealth Management,ian@powerwm.com,,Salesforce
10973883,Inactive Investor,Amanda Campbell,Director - Operations;Investment Advisor Representative,"Ellija Capital Management, LLC",,,Salesforce
10785990,Inactive Investor,Horace Owens,Director,Robert W. Baird & Co. Incorporated Winter Park FL 300 Garfield Ave,howens@rwbaird.com,,Salesforce
10490620,,Calvin Ger Damasco,,,gercalvin46@gmail.com,,Web Form Fillout
10920006,Inactive Investor,Leah Hillock,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10912286,Inactive Investor,Francisco Maldonado,Chief Compliance Officer;Founding Partner,Global Vantage Wealth Management,,,Salesforce
11141296,Inactive Investor,Jason Ver,,"American Fidelity Securities, Inc.",jason.ver@af-group.com,,Salesforce
9547519,,Brian Chinn,,,bchinn@firstrepublic.com,,List import
10999936,Inactive Investor,Brendan Hilsey,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",brendan.hilsey@lfg.com,,Salesforce
372024,,Eric King,,United States,kingea@gamil.com,,Salesforce
11162987,Inactive Investor,Peter Black,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Laguna Beach CA 260 Ocean Ave",peter.l.black@wellsfargo.com,,Salesforce
10616882,,Juan Yammoul,,,juan.yammoul@jpmorgan.com,,List Import
226592,, -,,[[Unknown]],doering.bob@gmail.com,,Initial Salesforce Import
11133930,Inactive Investor,Jalene Hahn,Chief Compliance Officer;Financial Planner;Lead Advisor;Managing Member;Owner,WWA Planning & Investments,jalene@wwafp.com,,Salesforce
10920833,Inactive Investor,Susan McElfresh,,LPL Financial LLC Lake Elmo MN 12445 55th St N,susan.m.mcelfresh@lpl.com,,Salesforce
9586676,,Amir Motallaei,,,amirmotallaei72@gmail.com,,List import
11141264,Inactive Investor,Jason Ward,,"Ameritas Investment Company, LLC Tulsa OK 1443 S Norfolk Ave",jason.ward@ameritas.com,,Salesforce
11235517,Inactive Investor,Charles Keller,Advisor;Financial Advisor;Founding Partner,Master's Wealth Management Inc.,ckeller@mastersadvisors.com,,Salesforce
11106758,Inactive Investor,Benjamin Coakley,Elected Manager;Marketing Representative,Waypoint Strategic Advisors,,,Salesforce
11098201,Inactive Investor,Samantha Zapoleon,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Boca Raton FL 1 Town Center Rd,szapoleon@rockco.com,,Salesforce
10767380,Inactive Investor,Michael Oshaughnessey,Associate Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Sarasota FL 1800 2nd St,michael.oshaughnessey@opco.com,,Salesforce
239053,,Ni Gu,,India,hiarungupta@yahoo.co.in,,
10766806,Inactive Investor,Arthur Alexander,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,aalexander@rockco.com,,Salesforce
10787754,Inactive Investor,Matthew Hopkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Bel Air MD 2 S Main St",matthew.hopkins@wellsfargoadvisors.com,,Salesforce
10614166,,Scott Pisano,"Financial Advisor, Senior Client Associate",,scott.pisano@wellsfargoadvisors.com,,List Import
10505875,,Mark Grein,CEO,Grefam Capital Management,markgrein1@protonmail.com,203-595-0827,List import
10916763,Inactive Investor,Arek Puzia,Chief Investment Officer;Co-Founder;Regulatory Contact,PathWise,,,Salesforce
11207510,Inactive Investor,Carina Moreland,Financial Consultant,LPL Financial LLC Stoughton WI 214 S Forrest St,carina.moreland@lpl.com,,Salesforce
10767837,Inactive Investor,Kent Scholten,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",kent_scholten@ml.com,,Salesforce
11066963,Inactive Investor,Zachary Omanson,,"Avantax Investment Services, Inc. Boca Raton FL 2500 N Military Trl",,,Salesforce
11116015,Inactive Investor,Nathan Fisher,Financial Representative,"Osaic Wealth, Inc. Mishawaka IN 3740 Edison Lakes Pkwy",,,Salesforce
10827794,Inactive Investor,Michael Lowder,Wealth Management Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Salt Lake City UT 505 S Wakara Way",,,Salesforce
10981154,Inactive Investor,Heather Wild,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Cedar Rapids IA 222 2nd Ave SE",heather.wild@usbank.com,,Salesforce
11084900,Inactive Investor,Jeffrey Bergh,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",jeff.bergh@rbc.com,,Salesforce
10977092,Inactive Investor,Trevor Ngo,,"Osaic Wealth, Inc. Irvine CA 18201 Von Karman Ave",,,Salesforce
10787869,Inactive Investor,Sheri-Ann Bouchie,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Middleton MA 35 Village Rd,sheri.bouchie@morganstanley.com,,Salesforce
11116653,Inactive Investor,Gregory Ordmandy,Financial Advisor,"Raymond James & Associates, Inc. Port Charlotte FL 18401 Murdock Cir",greg.ordmandy@raymondjames.com,,Salesforce
10994943,Inactive Investor,Michael Oller,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,xmpr2@primerica.com,,Salesforce
9581462,,John Navarro,,,john.navarro@lfg.com,,List import
11074904,Inactive Investor,Michael Kahn,Chief Compliance Officer;Investment Advisor;Managing Member,Corollary Capital LLC Asbury Park NJ 17 Bentley Ln,mkahn@corollarycapital.com,,Salesforce
10844129,Inactive Investor,Blair Ege,,LPL Financial LLC Alexandria VA 277 S Washington St,blair.ege@lpl.com,,Salesforce
9602950,,Adrian Caba,,,acdialme@gmail.com,,List import
10809750,Inactive Investor,Kurt Muller,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,kurt.muller@fidelity.com,,Salesforce
9589977,,James Luthardt,,,jluthardt@kirtlandhillscapital.com,,List import
10968909,Inactive Investor,Lisa Edwards,,Davenport & Company LLC Franklin VA 114 W 2nd Ave,ledwards@investdavenport.com,,Salesforce
5278994,,Garrett Stone,,,grstone88@gmail.com,,Web Form Fillout
10494491,,John Gurun,"President, Regulatory Contact",WhiteRock Wealth Management Co.,lgur@flash.net,,List Import
10905078,Inactive Investor,Cail Brown,,"VALIC Financial Advisors, Inc. Surfside Beach SC Private Residence",cail.brown@valic.com,,Salesforce
9633934,,SCOTT SOLOMON,,,scottsolo@gmail.com,,List import
10868916,Inactive Investor,David Kovach,Chief Compliance Officer;Chief Executive Officer,"Capital Management Investor Services, Inc.",,,Salesforce
11187625,Inactive Investor,Lee Chapman,Financial Advisor,Edward Jones Katy TX 814 East Ave,lee.chapman@edwardjones.com,,Salesforce
11084027,Inactive Investor,Scott Vlahon,Financial Advisor;Investment Advisor Representative,Bulman Wealth Group,scott@bulmanwealth.com,,Salesforce
371927,,Hyeon woo Kim,,South Korea,wooh8307@naver.com,,Salesforce
9607955,,Ben Frank,,,benart2021@gmail.com,,List import
10972766,Inactive Investor,Sana Lakhani,,"Charles Schwab & Co., Inc. Atlanta GA 1105 Hammond Dr",,,Salesforce
1001537,Inactive Investor,Ronen Kirsh,,Dekrypt Capital,ronen@dekrypt.capital,,
241,,,,,TimYontz75431@web.de,,
9641699,,Timothy Sell,,,tim_77@icloud.com,,List import
11030798,Inactive Investor,David Alexander,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",david.alexander@equitable.com,,Salesforce
10480169,,Caroline Watkins,,,general.persuader616@passfwd.com,,Web Form Fillout
10808357,Inactive Investor,John Fitzgerald,,"Cambridge Investment Research, Inc. Scottsdale AZ 7010 E Acoma Dr",,,Salesforce
10881033,Inactive Investor,Robert Metz,Investment Advisor Representative,"Osaic Wealth, Inc. Villa Park IL 1801 S Meyers Rd",,,Salesforce
1002390,Inactive Investor,Chad Cribbs,Senior Research Analyst,Greycourt & Co. Inc.,ccribbs@greycourt.com,(412) 361-0100,
10764709,Inactive Investor,Jason Ragain,Financial Advisor,Edward Jones Marion IL 810 E Deyoung St,brad.ragain@edwardjones.com,,Salesforce
11197470,Inactive Investor,Zanna Slaveniece-Priede,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",,,Salesforce
10831076,Inactive Investor,Michael Ellison,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Retirement Planning Solutions, LLC",mike@rps-ria.com,,Salesforce
10924575,Inactive Investor,David King,,"Golden State Wealth Management, LLC Santa Ana CA 201 E Sandpointe Ave",david.king@goldenstatewm.com,,Salesforce
9614610,,Bob -,,,mlb6@rogers.com,,List import
9646777,,clara carman,,,claracarman9989@gmail.com,,List import
10856059,Inactive Investor,John Shepherd,Financial Advisor,Edward Jones Saint George UT 558 E Riverside Dr,john.shepherd@edwardjones.com,,Salesforce
10641383,,Sugandi Sundawi,,,sugandisundawi@241gimail.com,0895327001459,Web Form Fillout
9595906,,Cameron Shabahang,,,cshabahang@gmail.com,,List import
121825,,Toni Schmidt,,[Unknown],toni.schmidt92@gmail.com,,
11168346,Inactive Investor,William Feeney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11021601,Inactive Investor,Yanil Ovalle,,J.P. Morgan Securities LLC Richardson TX 780 E Campbell Rd,yanil.ovalle@jpmorgan.com,,Salesforce
9636325,,Martin Altenberger,,,martin.altenberger@benjaminfedwards.com,,List import
9566788,,David Langlais,,,xdavidl55x@yahoo.com,,List import
10931229,Inactive Investor,Natalie Hedrick,Investment Advisor Representative,"Hornor, Townsend & Kent, LLC Silver Spring MD 10310 Greenacres Dr",nhedrick@htk.com,,Salesforce
9621707,,christian cerny,,,lavenderelectrics80@gmail.com,,List import
9640958,,David Jones,,,jonesdr.spine@sbcglobal.net,,List import
11213598,Inactive Investor,Codi Pizer,,The Huntington Investment Company Akron OH 30 Springside Dr,codi.pizer@huntington.com,,Salesforce
10928853,Inactive Investor,Bobbi Koala,,"Avantax Investment Services, Inc. Bonita CA 5012 Central Ave",,,Salesforce
10847751,Inactive Investor,Tadeh Baghmouri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9566457,,Mehul Sheth,,,mksheth+grayscale@gmail.com,,List import
11150279,Inactive Investor,Bitaniya Nunn,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11144708,Inactive Investor,Brian Grumbach,Member;Partner;Private Wealth Advisor,"Verdence Capital Advisors, LLC",bgrumbach@verdence.com,,Salesforce
10804573,Inactive Investor,Ryan Leland,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,ryan.leland@fidelity.com,,Salesforce
10875643,Inactive Investor,Jason Myers,Financial Advisor,Silver Grove Advisory Services North Tonawanda NY 605 Division St,jmyers@silvergrovegroup.com,,Salesforce
10987657,Inactive Investor,Cristian Solis-Flores,,NYLIFE Securities LLC Rohnert Park CA 100 Professional Center Dr,csolisflores@ft.newyorklife.com,,Salesforce
9562047,,William Irvine,,,wpirvine@gmail.com,,List import
11225870,,Scott Starkel,,,scott@davidlukasfinancial.com,,Web Form Fillout
10764030,Inactive Investor,Joann Parisi,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,joann.parisi@opco.com,,Salesforce
11078724,Inactive Investor,Lyle Krall,Financial Advisor,"Northwestern Mutual Investment Services, LLC Rochester MN 201 23rd Ave SW",ted.krall@nm.com,,Salesforce
7043676,,Dawn Smith,,,uyduqqkgcveysuf@eurokool.com,,Web Form Fillout
11236205,Inactive Investor,William Pegg,,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
10619076,,Bryan Lasday,,,bryan.lasday@morganstanley.com,,List Import
11187159,Inactive Investor,Christopher Taylor,,"Cambridge Investment Research, Inc. Bethel CT 182 Grassy Plain St",,,Salesforce
10525191,,Andrew Rees,,,andrewhr@outlook.com,,Web Form Fillout
11106315,Inactive Investor,Shawn Meeks,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,shawn.meeks@ubs.com,,Salesforce
9560370,,Alex Hal,,,prayer@gbg.bg,,List import
10888865,Inactive Investor,Andrew Plimack,,Citigroup Global Markets Inc.,,,Salesforce
10757162,Inactive Investor,Steven Roth,Chief Compliance Officer;President,"Roth Asset Management, Inc.",steven@rothasset.com,,Salesforce
11128625,Inactive Investor,Michael Byrne,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11140684,Inactive Investor,Jason Watkins,,Citigroup Global Markets Inc.,,,Salesforce
10968838,Inactive Investor,Niya Wyche,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,nwyche@primerica.com,,Salesforce
11235734,Inactive Investor,William Joseph,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC New York NY 80 Broad St",wjoseph@beaconpointe.com,,Salesforce
6457421,,Douglas Smith,,,hoyame9016@crtsec.com,,Web Form Fillout
11151167,Inactive Investor,Daniel Hill,Private Client Banker,J.P. Morgan Securities LLC West Bloomfield MI 6920 Orchard Lake Rd,,,Salesforce
7073266,,srwytr rdseg,,,salaxom872@orgria.com,,Web form fillout
9633802,,Kevin Morgan,,,kmorganfitz@gmail.com,,List import
9544745,,Ronn Baker,,,ronn_baker@yahoo.com,,List import
108192,,Golan Losinsky,,?Alram Limited,golan@losinsky.co.uk,7887710164,Organic Search
11038770,Inactive Investor,Lane Albrecht,Wealth Advisor,Thrivent Investment Management Inc. Oconomowoc WI 1227 Corporate Center Dr,lane.albrecht@thrivent.com,,Salesforce
11111497,Inactive Investor,Deanna Sporhase,Financial Advisor,LPL Financial LLC Elmwood NE Private Residence,deanna.sporhase@lpl.com,,Salesforce
9587745,,Sampson Spencer,,,samskaraoke0@gmail.com,,List import
10756998,Inactive Investor,Jacqueline Morales,Assistant Vice President;Director,Morgan Stanley San Francisco CA 555 California St,jackie.morales@morganstanley.com,,Salesforce
10932368,Inactive Investor,Dora-Mae Clark,,"Cambridge Investment Research, Inc. Savannah GA 6001 Chatham Center Dr",,,Salesforce
11222883,,Micah Cummins,,,mcummins@merceradvisors.com,,List Import
6790783,,Jaamac xasan Jaamac xasan,,,jamacxaaji57@gmail.123,,Web form fillout
10936668,Inactive Investor,Jacob Heskiel,,Lazard Asset Management Securities LLC,,,Salesforce
10897643,Inactive Investor,Madeline Kirby,Investment Specialist,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,madeline.c.kirby@jpmorgan.com,,Salesforce
11260233,Inactive Investor,Miranda Brunty,,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",miranda.brunty@prudential.com,,Salesforce
10809583,Inactive Investor,Barry Doering,,"Stifel, Nicolaus & Company, Incorporated Houston TX 20329 State Hwy 249",barry.doering@stifel.com,,Salesforce
11088937,Inactive Investor,Drew Phillips,Senior Advisor,PracticeCFO Investments,drew.phillips@practicecfo.com,,Salesforce
11208187,Inactive Investor,Chris Oberling,,"Raymond James Financial Services, Inc. Nacogdoches TX 3556 NE Stallings Dr",chris.oberling@raymondjames.com,,Salesforce
9576079,,Yeung Taek,,,oyt0629@naver.com,,List import
11203100,Inactive Investor,Ryan Cole,Managing Partner;Member;Regulatory Contact,Citrine Capital,ryan@citrinecapitaladvisors.com,,Salesforce
10968201,Inactive Investor,Jack Briggs,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
374568,,joel klein,,[Unknown],joel@kleinassociates.org,,dianomi
10825167,Inactive Investor,Lisa Tull,Financial Planning Associate;Registered Client Service Associate;Wealth Advisor,Morgan Stanley Eugene OR 975 Oak St,lisa.tull@morganstanley.com,,Salesforce
10854621,Inactive Investor,Ricardo Martinez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Romeoville IL 50 Phelps Ave,ricardo.martinez@chase.com,,Salesforce
11170630,Inactive Investor,Joshua Bowlus,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joshua.bowlus@fidelity.com,,Salesforce
10918163,Inactive Investor,Todd Graham,,Kovack Securities Inc. Houston TX 1200 Post Oak Blvd,todd@kovacksecurities.com,,Salesforce
9618470,,Lawrence Feinberg,,,larry@oraclepartners.com,,List import
11203179,Inactive Investor,Tess Reed,Owner,"Reed Capital Management, LLC Westlake Village CA 3625 E Thousand Oaks Blvd",tess@reedcapitalmanagement.net,,Salesforce
11113138,Inactive Investor,Andrew Frank,,"Cambridge Investment Research, Inc. Woodstown NJ 63 East Ave",afrank@frankleonardsfrank.com,(856) 769-5217,Salesforce
10974762,Inactive Investor,Adam Stroup,,"FBL Marketing Services, LLC Huntington IN 2815 N Jefferson St",,,Salesforce
10957279,Inactive Investor,Christopher Campbell,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9603865,,COLIN PYLE,,,colin.pyle@rfabank.ca,,List import
9581746,,Jatinder Bahra,,,jatb10@hotmail.com,,List import
11017826,Inactive Investor,David Shepard,Financial Advisor Trainee,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",david.shepard@raymondjames.com,,Salesforce
10837727,Inactive Investor,John Bruno,Assistant Vice President - Wealth Management;Financial Advisor;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.bruno@morganstanley.com,,Salesforce
339594,,Michelle Soufan,"CFP, Senior Client Advisor",Tfc Financial Management Inc,msoufan@tfcfinancial.com,617-210-6700,Manual List Upload
11000596,Inactive Investor,Andrea Rosas,,Credicorp Capital LLC,,,Salesforce
11196018,Inactive Investor,Loren Ipsen,Chief Executive Officer;Financial Planner;Regulatory Contact,Ipsen Advisor Group,marshall@ipsenag.com,,Salesforce
10910755,Inactive Investor,Brian Elms,,"Steward Partners Investment Solutions, LLC Charlotte NC 6525 Carnegie Blvd",brian.elms@stewardpartners.com,,Salesforce
1006258,Inactive Investor,Patrick Hanlon,,Patrick Hanlon,patrick@ackmanziff.com,2126973333,Direct
9625007,,Jim kendall,,,jlkcane@aol.com,,List import
11088396,Inactive Investor,Alma Sehovic,,NYLIFE Securities LLC New York NY 420 Lexington Ave,asehovic@ft.newyorklife.com,,Salesforce
9646332,,Omar Sadruddin,,,omarsadruddinmd@gmail.com,,List import
3865479,,Emre OKAY,,,baykan560@gmail.com,,Web Form Fillout
10950610,Inactive Investor,Tim Kiedrowski,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,tim.kiedrowski@primerica.com,,Salesforce
10972505,Inactive Investor,Thomas Vorio,Private Client Financial Advisor,"Citizens Securities, Inc. Guilford CT 1001 Boston Post Rd",thomas.vorio@citizensbank.com,,Salesforce
11149334,Inactive Investor,Julie Auch,,NYLIFE Securities LLC Yankton SD 206 W 8th St,jkauch@ft.newyorklife.com,,Salesforce
9625880,,Alvin Stein,,,alvnalee45@aol.com,,List import
9598441,,Teresa Turner-Hall,,,tturner-hall@mcgilladvisors.com,,List import
10775907,Inactive Investor,Kimberly Piercey,,"Wells Fargo Clearing Services, LLC Zephyrhills FL 5326 8th St",kim.piercey@wellsfargoadvisors.com,,Salesforce
218850,,Jungho Kwon,,[Unknown],kwoner61@gmail.com,,
76354,,eran cohen,,cc,coheneran@gmail.com,9.72545E+11,Paid Search
10883636,Inactive Investor,Thomas Yan,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,thomas.yan@jpmorgan.com,,Salesforce
10787084,Inactive Investor,Curtis Gardner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,curtis.gardner@fidelity.com,,Salesforce
10826004,Inactive Investor,Michael Dum,,USA Financial Securities LLC Mandeville LA 2895 Hwy 190,,,Salesforce
11159005,Inactive Investor,Jeannine Unger,,Fidelity Brokerage Services LLC,jeannine.unger@fmr.com,,Salesforce
11124371,Inactive Investor,Kayla Hunt,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
371787,,Nicholas Burwell,,United States,nick_burwell@icloud.com,,Salesforce
10953719,Inactive Investor,Connor Lilley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,connor.lilley@fmr.com,,Salesforce
11186520,Inactive Investor,Troy Hook,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10789762,Inactive Investor,Jeffrey Davis,,"Cadaret, Grant & Co., Inc. Hamburg NY 6091 S Park Ave",jdavis@cadaretgrant.com,,Salesforce
9637227,,Georgia Howard,,,teegee@rpgplanner.com,,List import
10619833,,Todd Flynn,,,todd.flynn@mcadamfa.com,,List Import
11175315,Inactive Investor,Justin Ponchak,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 1322 Space Park Dr",justin.a.ponchak@ampf.com,,Salesforce
11048625,Inactive Investor,Robert Owens,,PFS Investments Inc. Jefferson GA 49 College St,robert.owens@primerica.com,,Salesforce
9564253,,Brandt Wendland,,,brandtw@efsadvisors.com,,List import
10914386,Inactive Investor,Michael Anderson,Financial Advisor,LPL Financial LLC Clarksville TN 2100 Trenton Rd,mick.anderson@lpl.com,,Salesforce
10930887,Inactive Investor,Pamela Malara,,Cetera Investment Services LLC Saint Francisville LA 5681 Commerce St,pamela.malara@ceterais.com,,Salesforce
10765268,Inactive Investor,Peter Workman,Financial Advisor,LPL Financial LLC Norfolk VA 500 E Main St,peter.workman@lpl.com,,Salesforce
10934600,Inactive Investor,Tally Lykins,,Money Concepts Capital Corp Columbus IN 3550 W Two Mile House Rd,tlykins@moneyconcepts.com,,Salesforce
10885259,Inactive Investor,Jacob Steinberg,,Citigroup Global Markets Inc.,,,Salesforce
346430,,Matthew Kelly,Chief Financial Officer,"Mio Partners, Inc.",mkelly@miopartners.com,212-203-4000,Manual List Upload
10838723,Inactive Investor,James Mullin,,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,james.mullin@primerica.com,,Salesforce
242295,,Jonathan Mauney,,[Unknown],jonathan.mauney@betterment.com,,
10840727,Inactive Investor,Joshua Murray,,Commonwealth Financial Network Madison NJ Private Residence,jmurray@commonwealth.com,,Salesforce
9616635,,Ye Ye,,,yeyea@aaa.com,,List import
11211110,Inactive Investor,Judy Visciano,,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",judy.visciano@wfadvisors.com,,Salesforce
9605683,,MUHAMAD NOR,,,buyaminwestern@gmail.com,,List import
10889568,Inactive Investor,Roberto Birardi,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,rbirardi@aegiscap.com,,Salesforce
10793360,Inactive Investor,Bernard Ackerman,President,"BNA Wealth, Inc.",,,Salesforce
10896213,Inactive Investor,Sofia Dumansky,,NYLIFE Securities LLC Windsor CT 100 Northfield Dr,sdumansky@ft.newyorklife.com,,Salesforce
10897353,Inactive Investor,Wesley Smith,,"Raymond James Financial Services, Inc. Wilmington IL 205 S Water St",wesley.e.smith@raymondjames.com,,Salesforce
9622385,,Deana Greenfield,,,deanagreenfield@gmail.com,,List import
11068242,Inactive Investor,Victoria Johnston,Financial Advisor,Edward Jones Raleigh NC 2245 Gateway Access Pt,victoria.johnston@edwardjones.com,,Salesforce
11220208,,Mitchell Pickard,,,mitchell.pickard@lpl.com,,Other
221801,,Harry Moscovitz,,[Unknown],harry.moscovitz@yale.edu,,source
9615301,,rams denn,,,leewardsxm@gmail.com,,List import
10791993,Inactive Investor,Peggy Hightower,,PFS Investments Inc. Lanham MD 9418 Annapolis Rd,peggy.hightower@primerica.com,,Salesforce
11151396,Inactive Investor,Georgina Patel,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",georgina.patel@prudential.com,,Salesforce
11148121,Inactive Investor,Jordan McCullers,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jordan.mccullers@fidelity.com,,Salesforce
9607464,,W. Dean Karrash,,,dkarrash@blbb.com,,List import
9592915,,Marco Hellman,,,mhellman@hmicapital.com,,List import
11089275,Inactive Investor,Velvett Ifill,,PFS Investments Inc. Englewood Cliffs NJ 560 Sylvan Ave,velvett.ifill@primerica.com,,Salesforce
9566846,,Richard Mussell,,,richard.mussell@voyafa.com,,List import
10884400,Inactive Investor,Kara Ybarra,,"Ameriprise Financial Services, LLC Columbus OH 445 Hutchinson Ave",kara.ybarra@ampf.com,,Salesforce
10959332,Inactive Investor,Jennette Shelton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10765717,Inactive Investor,David Kraft,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",david.kraft@wellsfargoadvisors.com,,Salesforce
11156063,Inactive Investor,Saul Onyeuku,Financial Advisor,LPL Financial LLC Red Oak TX Private Residence,saul.onyeuku@lpl.com,,Salesforce
10838037,Inactive Investor,Bryan Cheeseman,Financial Advisor;Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",bryan.cheeseman@ampf.com,,Salesforce
11139129,Inactive Investor,Deron Shymkewich,,LPL Financial LLC Lisle IL 2443 Warrenville Rd,deron.shymkewich@lpl.com,,Salesforce
10814912,Inactive Investor,Kathryn Brinkman,Senior Client Service Associate,Morgan Stanley Jacksonville FL 50 N Laura St,kathy.brinkman@morganstanley.com,,Salesforce
11162425,Inactive Investor,John Ritchie,Financial Advisor,"Ameriprise Financial Services, LLC San Francisco CA 44 Montgomery St",john.ritchie@ampf.com,,Salesforce
11198758,Inactive Investor,Scott Ozer,,Emerson Equity LLC,sozer@emersonequity.com,,Salesforce
10937231,Inactive Investor,Jodi Lewis,,"Raymond James & Associates, Inc. Moreno Valley CA Private Residence",jodi.lewis@raymondjames.com,,Salesforce
11093066,Inactive Investor,Bryan Schexnayder,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
11042787,Inactive Investor,Tina Livingston,,"Allstate Financial Services, LLC Baton Rouge LA 1680 Lobdell Ave",tinadaigle@allstate.com,,Salesforce
10662041,,Xuanhong Wu,,,jwu@polaris7investments.com,,List Import
10920495,Inactive Investor,John Gordon,,LPL Financial LLC Loxahatchee FL Private Residence,j.gordon@lpl.com,,Salesforce
249180,,Alpesh Doshi,Director,Fintricity,alpesh.doshi@fintricity.com,,Manual List Upload
11012395,Inactive Investor,Athena Fotiadis,,Buck HR Securities LLC,athena.fotiadis@buck.com,,Salesforce
9583429,,A Emmert,,,emmert2019@mail.com,,List import
10982403,Inactive Investor,Dimitri Ackerman,,Vanguard Marketing Corporation,dimitri_ackerman@vanguard.com,,Salesforce
10808777,Inactive Investor,Timothy Lane,Financial Advisor,Edward Jones Saint Louis MO 20 Allen Ave,timothy.lane@edwardjones.com,,Salesforce
11050038,Inactive Investor,Max Pashman,Chief Compliance Officer;Financial Planner;Owner,Pashman Financial LLC,max@pashmanfinancial.com,,Salesforce
349899,,Glenn Rossman,Managing Member,Truewealth Financial Partners,glenn.rossman@lpl.com,425-615-7360,Manual List Upload
371087,,Muthurajan Jayakumar,,United States,registermjaya@gmail.com,,Salesforce
10954607,Inactive Investor,Natalie Davis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9617127,,R T,,,rjt_junks@yahoo.com,,List import
11124826,Inactive Investor,Caroline Agamata McCormick,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",caroline.mccormick@wellsfargoadvisors.com,,Salesforce
9635325,,Barry Goggins,,,bgoggins@marbleharboric.com,,List import
10906502,Inactive Investor,Matthew Larrabure,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",matthew.larrabure@rbc.com,,Salesforce
11220835,,Marcelo Phillips,,,mphillips@sigulerguff.com,,List Import
9600850,,Ashlee Moehring,,,ashleemoehring@sellwoodconsulting.com,,List import
11124033,Inactive Investor,Steven Hurst,,LPL Financial LLC,steven.hurst1@lpl.com,,Salesforce
11184347,Inactive Investor,Deegan Dickson,Financial Advisor,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,deegan.dickson@thrivent.com,,Salesforce
11192889,Inactive Investor,Scott Ensor,Financial Advisor;Financial Planning Analyst;Senior Vice President,Morgan Stanley Baltimore MD 1201 Wills St,scott.d.ensor@morganstanley.com,,Salesforce
11084241,Inactive Investor,Robert Waite,,Cetera Financial Specialists LLC Gloversville NY 1728 State Hwy 29,robert.waite@ceterafs.com,,Salesforce
10614832,,Maxine Krasny,"Financial Advisor, Managing Director - Wealth Management, Portfolio Management Director, Senior Portfolio Manager, Senior Vice P",,robin.krasny@morganstanley.com,,List Import
9638034,,Penny Wheeler,,,penny.wheeler@allina.com,,List import
11012226,Inactive Investor,Tammy Yorba,,Edward Jones Beaverton OR 14780 SW Osprey Dr,,,Salesforce
10899024,Inactive Investor,Corey Utz,Senior Vice President,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,cutz@rwbaird.com,,Salesforce
10903938,Inactive Investor,Cameron Todd,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,cameron.todd@fidelity.com,,Salesforce
9637243,,Jonathan Feely,,,jonathan.feely@threadneedle.co.uk,,List import
9610395,,GP -,,,gptso@yahoo.com,,List import
11144533,Inactive Investor,Raoul Celerier,Managing Member;Managing Partner,"Austin Private Wealth, LLC",raoul.celerier@austinprivatewealth.com,,Salesforce
11089545,Inactive Investor,Tommy Bridges,,"The Leaders Group, Inc.",,,Salesforce
11016461,Inactive Investor,George Koepp,Financial Advisor,Edward Jones Kansas City MO 10801 E State Rte 350,george.koepp@edwardjones.com,,Salesforce
10969286,Inactive Investor,Janielle McCosh,,Fidelity Brokerage Services LLC,,,Salesforce
11193336,Inactive Investor,Bradley Mobley,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",bradley.mobley@wellsfargoadvisors.com,,Salesforce
10619045,,Daniel Drallmeier,,,ddrallmeier@forumfinancial.com,,List Import
10787605,Inactive Investor,Christopher Lesser,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Stuart FL 903 SE Ocean Blvd",,,Salesforce
10762241,Inactive Investor,Michael Burkhardt,First Vice President - Wealth Management;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",michael_burkhardt@ml.com,,Salesforce
11160018,Inactive Investor,Bryce James,Chief Executive Officer;Founder;President,"Smart Portfolios, LLC",,,Salesforce
10995357,Inactive Investor,Seth Masters,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11175416,Inactive Investor,Andres Bueno,,J.P. Morgan Securities LLC Phoenix AZ 4745 E Elliot Rd,,,Salesforce
10975123,Inactive Investor,Donald Cook,,"Woodmen Financial Services, Inc.",drcook@woodmen.org,,Salesforce
11223103,,David Guthrie,,,dguthrie@firstrepublic.com,,List Import
10778949,Inactive Investor,William Black,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley New Brunswick NJ 120 Albany St,william.black@morganstanley.com,,Salesforce
5703442,,Jeremy Moyers,,,j_boetty@yahoo.com,13149101139,Web Form Fillout
9629689,,sdfsdf sdfsdf,,,sdfsdfsdf@gmail.com,,List import
10795145,Inactive Investor,Robert Amboian,Corporate Retirement Director;Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Investment Ma,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,robert.amboian@morganstanley.com,,Salesforce
11229434,Inactive Investor,Dana Mainenti,,"Raymond James & Associates, Inc. Stuart FL 309 SE Osceola St",dana.mainenti@raymondjames.com,,Salesforce
11192794,Inactive Investor,Patricia Thornton,,"Signal Securities, Inc. Westworth Village TX Private Residence",pthornton@signalsecurities.com,,Salesforce
21585,,Michael Wallach,,[[Unknown]],mwallach@juno.com,,Database Upload
11212324,Inactive Investor,Daniel Wrona,,Rothschild & Co US Inc.,,,Salesforce
11152089,Inactive Investor,Charles Cumber,,Union Capital Company Albuquerque NM Private Residence,ccumber@unioncapital.com,,Salesforce
10944902,Inactive Investor,Christopher Collins,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",christopher.collins@schwab.com,,Salesforce
218778,,Ruta Greenberg,,[Unknown],rutagreenberg@icloud.com,,
10619060,,Paula Penn,,,paula.penn@morganstanley.com,,List Import
11033537,Inactive Investor,Nicholas Brown,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,,,Salesforce
103740,,Tim Keevil,Analyst,Fukoku Life,tim.keevil@fukokulife.co.uk,,
10946680,Inactive Investor,Matthew McFadden,Associate Vice President,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",matthew.mcfadden@ampf.com,,Salesforce
10932104,Inactive Investor,George Meehan,Financial Planner,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",george.meehan@prudential.com,,Salesforce
10956035,Inactive Investor,Brad Olsen,Associate,"Equitable Advisors, LLC Omaha NE 1111 N 102nd Ct",brad.olsen@equitable.com,,Salesforce
10945507,Inactive Investor,Dante Marzetta,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,dj.marzetta@fmr.com,,Salesforce
10826185,Inactive Investor,Mary-Lee Widder,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Palm Beach Gardens FL 3825 Pga Blvd",marylee.widder@wfafinet.com,,Salesforce
11112740,Inactive Investor,Scott Lopresti,,"Kestra Investment Services, LLC Ossining NY 200 Executive Blvd",,,Salesforce
10818963,Inactive Investor,Ronald Brown,Executive Director,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,ronald.brown@jpmorgan.com,,Salesforce
11170466,Inactive Investor,Robert Johnson,,"Empower Financial Services, Inc Chicago IL 20 N Wacker Dr",robert.johnson@empower.com,,Salesforce
243350,,Johnny Garcia,Director of ETF & ETP Capital Markets,Bitwise Asset Management,jo@bitwiseinvestments.com,15714256383,Manual List Upload
9614898,,Dinesh Jain,,,dipyasjain@hotmail.com,,List import
10506068,,daniel kichline,fc,big firm,daniel.kichline@fmr.com,215-568-8190,List import
10779521,Inactive Investor,Sara Hughes,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 60 Lake St",sara.j.hughes@ml.com,,Salesforce
10851128,Inactive Investor,Mark Ziemba,Financial Planner;Retirement Plan Consultant,LPL Financial LLC Buffalo NY 1207 Delaware Ave,mark.ziemba@lpl.com,,Salesforce
10952332,Inactive Investor,Kelly Prusz,Regional Vice President,PFS Investments Inc. Eugene OR 1000 Willagillespie Rd,kelly.prusz@primerica.com,,Salesforce
10849541,Inactive Investor,Arlyn Ranillo,,PFS Investments Inc. Brentwood CA 160 Guthrie Ln,arlyn.ranillo@primerica.com,,Salesforce
11209438,Inactive Investor,Daniel Katz,Chief Compliance Officer;Managing Member;Managing Principal,Steele Street Private Wealth Management,dkatz@steelestpwm.com,,Salesforce
10619207,,Michael Noble,,,michael.noble@rbc.com,,List Import
10925180,Inactive Investor,Gino Stone,,Vanguard Marketing Corporation,gino_stone@vanguard.com,,Salesforce
11065394,Inactive Investor,Oralia Navar-Perales,,"Transamerica Financial Advisors, Inc Oak Brook IL 2625 Butterfield Rd",oralia.navar@transamerica.com,,Salesforce
5340602,,long lina,,,bipeten685@sunetoa.com,,Web Form Fillout
11209800,Inactive Investor,Kyle Rainwater,,B. Riley Wealth Management Dallas TX 13155 Noel Rd,krainwater@brileywealth.com,,Salesforce
9600694,,Robert Dilabio,,,robert.dilabio@clsinvest.com,,List import
11196049,Inactive Investor,Keyrn Gordon,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,keyrn.gordon@ubs.com,,Salesforce
10987773,Inactive Investor,Ishaan Parikh,,Perella Weinberg Partners LP,iparikh@pwpartners.com,,Salesforce
10824877,Inactive Investor,Jon Hodges,Chief Compliance Officer;Managing Member,Anchor Pointe Wealth Management,derieck@anchorpointewealth.com,,Salesforce
10855179,Inactive Investor,Walter Tuer,Financial Advisor,Morgan Stanley Irvine CA 1901 Main St,,,Salesforce
352073,,Greg Middendorf,"Partner, Wealth Advisor",Hcm Wealth Advisors,greg@hengeholdcapital.com,513-598-5120,Manual List Upload
10859722,Inactive Investor,Timothy Moomey,Financial Advisor;Investment Representative,LPL Financial LLC Holdrege NE 401 East Ave,timothy.moomey@lpl.com,,Salesforce
11085119,Inactive Investor,Geoffrey Peterson,Shareholder,RSG Financial Group Inc,gpeterson@rsgfinancial.com,,Salesforce
10791979,Inactive Investor,Sandra Drennon,Chief Compliance Officer;Financial Advisor;Portfolio Manager;President,Capstone Investment Group,sdrennon@capstoneig.net,,Salesforce
9578335,,Michel -,,,m.boutouil@jumatech.io,,List import
10930347,Inactive Investor,Kevin Hedstrom,,"Osaic Wealth, Inc. Omaha NE 8420 W Dodge Rd",,,Salesforce
11195815,Inactive Investor,Ryan Benter,,"Parkland Securities, LLC Seymour IN 419 W 2nd St",,,Salesforce
10932607,Inactive Investor,Matthew Slobodow,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,matthew.slobodow@primerica.com,,Salesforce
145880,,Alex Hai,,[Unknown],danghai1212@gmail.com,,Direct
10757898,Inactive Investor,William Costas,Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,william.costas@ubs.com,,Salesforce
212661,,Dru Edward,"Manager, Vice President",[Unknown],dru.gilbert@wedbush.com,,Advertising
9552125,,Jagjit Idnani,,,jagjit@masoncap.com,,List import
10878146,Inactive Investor,Penny Mandell,Investment Advisor,Fisher Investments,,,Salesforce
10996998,Inactive Investor,Brandon Crider,Financial Consultant,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10788920,Inactive Investor,David Byrd,First Vice President,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",david.byrd@raymondjames.com,,Salesforce
11026748,Inactive Investor,Eric Swearingen,Financial Advisor,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",eric.swearingen@valic.com,,Salesforce
223058,,jingdao lin,,[Unknown],1047095022@qq.com,,
11185590,Inactive Investor,James Symes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11176660,Inactive Investor,Thomas Henderson,Investment Advisor;President,Abacus Investment Advisors,thenderson@abacusia.com,,Salesforce
10773078,Inactive Investor,Bradford Bolletino,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",bradford.bolletino@rbc.com,,Salesforce
167433,,Philipp Jovanovic,,[Unknown],grayscale@maildrop.site,,
10913533,Inactive Investor,John McCauley,Chief Compliance Officer;President,McCauley Investments Advisors LLC,john@mccauleyinvestmentservices.com,,Salesforce
10940574,Inactive Investor,Rachel Ramm,Investment Advisor,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,rachel.ramm@jpmorgan.com,,Salesforce
10930983,Inactive Investor,Maeghanfiona Talley Dyer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,maeghanfiona_talleydyer@vanguard.com,,Salesforce
11231013,Inactive Investor,Luis Hernandez,,Citigroup Global Markets Inc. Coral Springs FL 2789 N University Dr,,,Salesforce
10908480,Inactive Investor,Seth Mclaughlin,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11073856,Inactive Investor,Adam Salman,Financial Advisor,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",salman.adam@principal.com,,Salesforce
10977177,Inactive Investor,William Burditt,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10860171,Inactive Investor,William Fried,Financial Advisor,Edward Jones Berkeley CA 2161 Allston Way,william.fried@edwardjones.com,,Salesforce
11081756,Inactive Investor,Anna Kottke,Financial Advisor,LPL Financial LLC Fond Du Lac WI 28 W Pioneer Rd,anna.kottke@lpl.com,,Salesforce
10867413,Inactive Investor,Jacqueline McWilliams,,Vanguard Marketing Corporation,jacqueline_mcwilliams@vanguard.com,,Salesforce
1944741,,Sahidul Islam Sahidul Islam,,,sahidulssk786@gmail.com,,
9549008,,Oladipo Bello,,,oladipobello6@gmail.com,,List import
10968954,Inactive Investor,Christopher Humphries,,State Farm VP Management Corp. Decatur AL 1853 N Bethel Rd,christopherhumphries@statefarm.com,,Salesforce
10659579,,Samuel Clay,,,sam.clay@chase.com,,List Import
10832664,Inactive Investor,Ernest Domingue,Chief Compliance Officer,"BCM Advisors, LLC",hille@bcm-advisors.com,,Salesforce
1003237,Inactive Investor,Lu Hua,,Cred,lu@mycred.io,,
6981767,,Doreen Smith,,,vajiyo3178@v2ssr.com,,Web Form Fillout
9610199,,Arno Thierie,,,arno_thierie@hotmail.com,,List import
11196346,Inactive Investor,Austin Budreau,,State Farm VP Management Corp. Elkhart IN 223 S Main St,austin.budreau.tl5q@statefarm.com,,Salesforce
10890644,Inactive Investor,Jeremy Ray,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",jeremy.ray@wellsfargo.com,,Salesforce
11090219,Inactive Investor,Michael Bailey,Chief Compliance Officer;Elected Manager;Manager,"MGB Wealth Management, LLC",mgb@mgbwealth.com,,Salesforce
11032058,Inactive Investor,Stacy Barrom,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Mosaic Wealth Consultants, Inc.",,,Salesforce
10879536,Inactive Investor,Guillermo Briones,,Citigroup Global Markets Inc.,,,Salesforce
11145269,Inactive Investor,Richard Cohen,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,richard.a.cohen@morganstanley.com,,Salesforce
10656144,,Gina Eanes,,,eanes.gina@principal.com,,List import
10488455,,William Busch,"Managing Director, Partner","Americana Partners, LLC",sbusch@americanapartners.com,,List Import
11033798,Inactive Investor,Rossana Bertini,Associate Private Banker;Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11206548,Inactive Investor,Terry Sharpe,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,terry.sharpe@primerica.com,,Salesforce
11056056,Inactive Investor,Donald Shepherd,,"Allstate Financial Services, LLC Plano TX 412 Village Dr",donaldshepherd@allstate.com,,Salesforce
11043312,Inactive Investor,Douglas McCann,,State Farm VP Management Corp. Anchorage AK 5484 Taku Dr,,,Salesforce
11116893,Inactive Investor,Jeffrey Jackson,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Goldsboro NC 204 Malloy St,,,Salesforce
11261300,Inactive Investor,Ryan Landgraf,Analyst - Alternative Investments,"Clear Brook Advisors, Inc.",,,Salesforce
371350,,Laurence Marcum,,United States,larry.marcum@gmail.com,,Google Natural Search
10979017,Inactive Investor,Kristina Huston,,Edward Jones Addison TX 15303 Dallas Pkwy,kristina.huston@edwardjones.com,,Salesforce
10767957,Inactive Investor,Joy Northam,Financial Advisor,Morgan Stanley Kalamazoo MI 277 S Rose St,joy.northam@morganstanley.com,,Salesforce
9595433,,Andrew Bouquet,,,abouquet@monetagroup.com,,List import
11075393,Inactive Investor,Karelis Mendez,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10856534,Inactive Investor,Paul Provenzano,,"American Portfolios Financial Services, Inc. Rochester NY 2590 Brighton Henrietta Town Line Rd",pprovenzano@americanportfolios.com,,Salesforce
11182686,Inactive Investor,Rosemary Manrao,Regional Leader,PFS Investments Inc. Salinas CA 1582 Moffett St,rosemary.manrao@primerica.com,,Salesforce
11185161,Inactive Investor,Joseph Globensky,,LPL Financial LLC Lincoln IL 604 N Union St,joseph.globensky@lpl.com,,Salesforce
10990612,Inactive Investor,Justin Harris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10772623,Inactive Investor,Cheryle Higgins,Sales Associate,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,cheryle.higgins@morganstanley.com,,Salesforce
10904662,Inactive Investor,Jason Cobb,Financial Advisor,Edward Jones Onalaska WI 831 Critter Ct,jason.cobb@edwardjones.com,,Salesforce
97096,,Shane Rodgers,,United States,n01d3x@gmail.com,,
11071946,Inactive Investor,Terrence O'Brien,Customer Service Associate,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10839524,Inactive Investor,Matthew Funk,,"Osaic Wealth, Inc. Allentown PA 1605 N Cedar Crest Blvd",,,Salesforce
10880897,Inactive Investor,Douglas Hoffman,,Cetera Advisor Networks LLC Grand Rapids MI 1971 E Beltline Ave NE,hoffmand@ceteranetworks.com,,Salesforce
11238435,Inactive Investor,Josee Yelle,,Addenda Capital,j.yelle@addenda-capital.com,,Salesforce
79564,,Carolyn Galfione,"Director, Wealth Advisor",Linscomb & Williams,cgalfione@linscomb-williams.com,713-840-1000,
9591931,,Adrian Baker,,,adrian.baker@cbreglobalinvestors.com,,List import
10837172,Inactive Investor,David Enemark,Executive Financial Services Director;Family Wealth Advisor;Financial Planning Specialist;Portfolio Management Director;Senior V,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,david.enemark@morganstanley.com,,Salesforce
10842442,Inactive Investor,Preston Sanders,Chief Executive Officer;Investment Advisor,"Sanders & Scott, ChFC",ann@prestonsanders.net,,Salesforce
10999350,Inactive Investor,Manuel Taramona,,PFS Investments Inc. Derwood MD 7642 Standish Pl,mtaramona@primerica.com,,Salesforce
10982691,Inactive Investor,Matthew Hague,,"Farmers Financial Solutions, LLC Fairfield CA 1327 Oliver Rd",,,Salesforce
10971651,Inactive Investor,Nicholas Domino,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
10970453,Inactive Investor,Elizabeth Ashley,,"Osaic Wealth, Inc. Oak Park MI 13691 W 11 Mile Rd",,,Salesforce
9601769,,Joseph Mcrae,,,joe@vpwealthmgmt.com,,List import
108828,,james ruiz,,the ticket solution,ruizruizjames@yahoo.com,2135908499,Organic Search
11208990,Inactive Investor,Kurt Brucker,,"Kestra Investment Services, LLC Alpharetta GA 35 Old Canton St",kurt.brucker@kestrafinancial.com,,Salesforce
234747,, -,,[[Unknown]],kurtlarpusu990@gmail.com,,
9629540,,Marc Kendall,,,marcaleck@gmail.com,,List import
10946534,Inactive Investor,Katie Eisenhart,,"Crews & Associates, Inc.",keisenhart@crewsfs.com,,Salesforce
11236455,Inactive Investor,Brittany Oliveira,Financial Advisor,McAdam LLC Boston MA 101 Federal St,brittany.oliveira@mcadamfa.com,,Salesforce
11165266,Inactive Investor,Jeffrey Yau,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,,,Salesforce
10803961,Inactive Investor,Femy Acosta-Bacallao,,A.G.P / Alliance Global Partners Miami FL 600 Brickell Ave,,,Salesforce
10839974,Inactive Investor,Jackelyn Ramos,,"Raymond James & Associates, Inc. Tampa FL 1101 W Swann Ave",jackelyn.ramos@raymondjames.com,,Salesforce
11144074,Inactive Investor,John Orr,,LPL Financial LLC Tampa FL 501 E Kennedy Blvd,,,Salesforce
9572330,,Josh Shvartsman,,,josh.shvartsman@surveyor-capital.com,,List import
10997744,Inactive Investor,Sierra Clow,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",sierra.clow@hantzgroup.com,,Salesforce
154964,,chad brand,,[Unknown],chadebrand@outlook.com,,
9573934,,Muhammad Alvian,,,mhmdalviann121@gmail.com,,List import
10644444,,Jessica Chlopek,,,jchlopek@williamblair.com,,List Import
9584828,,Mohsen Khalkhali,,,khalkhalimohsen70@gmail.com,,List import
10957531,Inactive Investor,Fairley Neal,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9610842,,Matt Shapiro,,,matthew.p.shapiro@gmail.com,,List import
9546115,,Chip Getz,,,cgetz@hrcfinancialgroup.com,,List import
241665,,James Forbess,,[Unknown],forbessjames17@gmail.com,,source
11212257,Inactive Investor,David Vallie,Managing Director,"Raymond James & Associates, Inc. Grand Blanc MI 8245 Holly Rd",david.vallie@raymondjames.com,,Salesforce
10888133,Inactive Investor,Wesley Holbert,Regional Leader,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,wesley.holbert@primerica.com,,Salesforce
10909180,Inactive Investor,Lindsey Hawthorne,Client Service Associate,Edward Jones Titusville FL 815 S Washington Ave,,,Salesforce
10973401,Inactive Investor,Thomas Sliney,Investment Advisor Representative,Bay Colony Advisors Canton CT Private Residence,thomas@baycolonyadvisors.com,,Salesforce
10816844,Inactive Investor,Brian Olson,,"RBC Capital Markets, LLC",brian.olson@rbccm.com,,Salesforce
9629358,,Andrew Barrios,,,andrewbarrios86@gmail.com,,List import
10904847,Inactive Investor,German Rodriguez,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,arodriguez1@ft.newyorklife.com,,Salesforce
11114614,Inactive Investor,Franklin Brown,Financial Advisor,"NBC Securities, Inc.",fbrown@nbcsecurities.com,,Salesforce
11228976,Inactive Investor,Jacob Snow,,Edward Jones Chesterfield VA 10001 Courtview Ln,,,Salesforce
11234053,Inactive Investor,Nicole Otta,Financial Advisor,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",nicole.otta@rbc.com,,Salesforce
10992003,Inactive Investor,Cassidy Wilson,Associate,Thrivent Investment Management Inc. Spring TX 4405 Spring Cypress Rd,cassidy.wilson@thrivent.com,,Salesforce
9627395,,John Lee,,,bakedwheat@gmail.com,,List import
11077083,Inactive Investor,Lindsay McLeod,Financial Advisor,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",lindsay.mcleod@raymondjames.com,,Salesforce
11149679,Inactive Investor,Chad Reimers,Financial Advisor,Edward Jones Iowa City IA 1304 Melrose Ave,chad.reimers@edwardjones.com,,Salesforce
9610038,,Joey Schwartz,,,joey@gsmresults.com,,List import
10831352,Inactive Investor,Cameron Chapman,Retirement Benefits Specialist,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",cameron.chapman@equitable.com,,Salesforce
10930732,Inactive Investor,Erik Holt,,"Osaic Wealth, Inc. Boerne TX 105 Falls Ct",,,Salesforce
10841908,Inactive Investor,Brandon Owen,Manager,UBS Financial Services Inc.,brandon.owen@ubs.com,,Salesforce
10868549,Inactive Investor,Colten Corey,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10857341,Inactive Investor,Andrew Houte,Financial Advisor,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",ahoute@greatvalleyadvisors.com,,Salesforce
11199416,Inactive Investor,Michael Lowe,Managing Member;Managing Partner,Insight Wealth Partners,chad.lowe@insightwp.com,,Salesforce
9631705,,Pepper Finance Limited,,,sini43@hotmail.com,,List import
10756955,Inactive Investor,Jennifer Fernandes,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",jennifer_bonomo@ml.com,,Salesforce
11058199,Inactive Investor,Betty Hale,,PFS Investments Inc. Puyallup WA 12511 Meridian E,betty.hale@primerica.com,,Salesforce
222707,,Alexander Austria,,Alex Austria,austriamd@gmail.com,,Direct
10960740,Inactive Investor,Raul Herrera,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,herrera.raul@primerica.com,,Salesforce
9613128,,Chris Peterson,,,cpeterson@ftadvisors.com,,List import
10616968,,Joshua Goldman,,,joshua.goldman@jpmorgan.com,,List Import
11133197,Inactive Investor,Kevin McCracken,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",kevin_mccracken@ml.com,,Salesforce
11157646,Inactive Investor,Joel Barker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",joel.barker@ml.com,,Salesforce
11051355,Inactive Investor,Kyle Rehm,,Lazard Asset Management Securities LLC,kyle.rehm@lazard.com,,Salesforce
10851879,Inactive Investor,Mark Willoughby,Principal;Wealth Manager,"Modera Wealth Management, LLC Atlanta GA 5555 Glenridge Connector",markw@moderawealth.com,,Salesforce
10869610,Inactive Investor,Paul Sheets,,State Farm VP Management Corp. Gray GA 4130 Gray Hwy,,,Salesforce
8322753,,Andrew Jones,,,help@1-vitamind.com,8323448340,Web Form Fillout
9615371,,Chris Mccormick,,,bombora.digital@outlook.com,,List import
10823601,Inactive Investor,Gary Glick,Financial Advisor,Edward Jones Breckenridge TX 1608 W Walker St,gary.glick@edwardjones.com,,Salesforce
10763119,Inactive Investor,James Bizzack,Principal;Private Wealth Advisor,"Ameriprise Financial Services, LLC Santa Cruz CA 125 Water St",james.m.bizzack@ampf.com,,Salesforce
11009684,Inactive Investor,Anne Frost,Branch Manager,LPL Financial LLC Rescue CA Private Residence,annemarie.frost@lplfinancial.com,,Salesforce
10489671,,Joseph Sircely,"Financial Advisor, Portfolio Management Director, Vice President",Morgan Stanley Plano TX 7500 Dallas Pkwy,joseph.sircely@morganstanley.com,972-964-4553,List Import
10809788,Inactive Investor,Christopher Malof,Institutional Consultant;Managing Director - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,christopher.malof@ubs.com,,Salesforce
10878436,Inactive Investor,Brandon Long,Associate Vice President;Financial Advisor,D.A. Davidson & Co. Colorado Springs CO 121 S Tejon St,blong@dadco.com,,Salesforce
9583736,,James Reynolds,,,jreynolds@hfmonline.com,,List import
10856616,Inactive Investor,Tanya Cook,Independent Representative;Regional Leader,PFS Investments Inc. Vancouver WA 3305 Main St,tanya.cook@primerica.com,,Salesforce
11180053,Inactive Investor,Reece Cernoch,Financial Advisor,LPL Financial LLC La Grange TX 2010 Hwy 71 W,reece.cernoch@lpl.com,,Salesforce
11163259,Inactive Investor,Scott Winter,Financial Advisor,LPL Financial LLC Newberg OR 215 E 1st St,scott.winter@lpl.com,,Salesforce
10945942,Inactive Investor,Brandon Hoadley,Financial Advisor,Edward Jones Spokane WA 316 W Boone Ave,,,Salesforce
11158244,Inactive Investor,Gregory Piehl,,"Cambridge Investment Research, Inc. Cedar Falls IA 602 Main St",gpiehl@cambridgesecure.com,,Salesforce
11160327,Inactive Investor,Cody Bennett,,NYLIFE Securities LLC Mandeville LA 634 Village Ln N,cbennett05@ft.newyorklife.com,,Salesforce
9641222,,rao michael,,,hn-hm@163.com,,List import
9559226,,Onur Yücel,,,yasin.onur.yucel@gmail.com,,List import
10778219,Inactive Investor,Bhadresh Shah,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,bhadresh.shah@ubs.com,,Salesforce
10695860,,Joseph Fiazzo,,BlackRock,joseph.fiazzo@blackrock.com,,List Import
11052150,Inactive Investor,Terral Gammill,Vice President,Stephens,tgammill@stephens.com,,Salesforce
10874218,Inactive Investor,Blake Barnett,Partner;Senior Planner,FFG Retirement Counseling,,,Salesforce
10937884,Inactive Investor,Christopher Wilson,Financial Advisor,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",,,Salesforce
349530,,John Dakin,,"VALIC Financial Advisors, Inc.",john.dakin@valic.com,503-276-1400,
10647518,,Andrew Vanhorn,,,andy.vanhorn@schwab.com,,List Import
10830856,Inactive Investor,Charles Creekmore,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,acreekmore@janney.com,,Salesforce
11140081,Inactive Investor,Jonathan Drabek,,Citigroup Global Markets Inc.,,,Salesforce
10817116,Inactive Investor,Kimberley Wrzesniewski,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11002866,Inactive Investor,Cade Williams,Client Relationship Specialist,"Charles Schwab & Co., Inc. Clearwater FL 28200 US Hwy 19 N",,,Salesforce
10993868,Inactive Investor,Nisargkumar Patel,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",nisu.patel@nm.com,,Salesforce
166595,,Nicholas First,,[Unknown],nicholasjfirst@gmail.com,,Paid Social
11064713,Inactive Investor,Dustin Hostutler,Financial Advisor,Edward Jones Delaware OH 595 Sunbury Rd,dustin.hostutler@edwardjones.com,,Salesforce
9566409,,Yitzchak Goldsmith,,,ygoldsmith@massmutual.com,,List import
11056014,Inactive Investor,Paul Izlar,,Keelan Capital,,,Salesforce
11222849,,Caroline Wiederkehr,,,cwiederkehr@ayco.com,,List Import
206135,,Denis Roubinet,,[Unknown],denisroubinet@gmail.com,,Paid Social
120566,,Elizabeth Moores,Investment Advisor Representative,"Voya Financial Advisors, Inc.",beth.moores@voyafa.com,319-449-4889,
11235054,Inactive Investor,Erich Gebbie,Advisor,Empirical Wealth Management,egebbie@empirical.net,,Salesforce
10895505,Inactive Investor,Mario Paniscotti,Branch Manager;Private Wealth Advisor,LPL Financial LLC Sea Girt NJ 2150 Hwy 35,mario.paniscotti@lpl.com,,Salesforce
10958381,Inactive Investor,Andrew Birkmire,,"IFP Securities, LLC Winter Park FL 307 N Park Ave",,,Salesforce
10514164,,Andres Vicencio,,,andresvceledon@gmail.com,,List Import
11254754,Inactive Investor,Joshua Jaramillo,,J.P. Morgan Securities LLC Franklin IN 1600 N Morton St,,,Salesforce
10790927,Inactive Investor,Lucas Porritt,Financial Advisor,Edward Jones Tremont IL 103 W Pearl St,luke.porritt@edwardjones.com,,Salesforce
10758732,Inactive Investor,David Bartosky,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",david.bartosky@schwab.com,,Salesforce
9595902,,David Ramage,,,dramage@swaimbrown.com,,List import
10505108,,Sue Porath,Retired Registered Rep,Northright Financial,slp512@hotmail.com,9205623387,List Import
10957118,Inactive Investor,Harris Schwartz,,"Packerland Brokerage Services, Inc. Somerset NJ Private Residence",harris_schwartz@packerlandbrokerage.com,,Salesforce
11162538,Inactive Investor,Scott Malmstrom,,"FBL Marketing Services, LLC Kuna ID 280 Linder Ave",scott.malmstrom@fblfinancial.com,,Salesforce
10786025,Inactive Investor,Jordan Forney,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",,,Salesforce
9642112,,SARAM SARWAR,,,saramsarwar567@gmail.com,,List import
10793195,Inactive Investor,Justin Goldman,Financial Advisor,LPL Financial LLC Rochester NY 140 Metro Park,justin.goldman@lpl.com,,Salesforce
10806651,Inactive Investor,Noah Ragan,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10991347,Inactive Investor,Joseph Pedersen,,"Prudential Annuities Distributors, Inc",joseph.pedersen@prudential.com,,Salesforce
10659357,,Kevin Kehres,,,kevin.kehres@lpl.com,,List Import
11056033,Inactive Investor,Art Saldivar,,"First Citizens Investor Services, Inc. Pasadena CA 75 N Fair Oaks Ave",art.saldivar@firstcitizens.com,,Salesforce
10956217,Inactive Investor,Richard Dressler,,"Level Four Financial, LLC Marietta GA Private Residence",rdressler@levelfourfinancial.com,,Salesforce
10779018,Inactive Investor,Tammie Walker,Private Wealth Advisor,"Ameriprise Financial Services, LLC Dallas TX 5851 Legacy Cir",tammie.d.walker@ampf.com,,Salesforce
11080592,Inactive Investor,Troy Deibert,Financial Advisor,Edward Jones Pewaukee WI 1300 Capitol Dr,troy.deibert@edwardjones.com,,Salesforce
228609,, -,,[[Unknown]],sayasjonathan10@yahoo.com,,Database Upload
10826523,Inactive Investor,Howard Cunningham,Chief Investment Officer;Co-Founder;Managing Member;Principal,"Cunningham Investment Management, LLC",hcunningham@cunninghamasset.com,,Salesforce
246350,,Not Provided,Director of Money Services and Consumer Credit Supervision,State of Maryland Office of the Commissioner of Financial Regulation,sabrina.brown@maryland.gov,,Manual List Upload
9639784,,Stephen Daste,,,stephen.daste@raymondjames.com,,List import
10821630,Inactive Investor,David Cross,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,dcross@primerica.com,,Salesforce
9567217,,Carol A. Giuliano,,,carol.giulianomacho@gmail.com,,List import
10914393,Inactive Investor,Shelly Ritchie,Executive Assistant,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,shelly.ritchie@ubs.com,,Salesforce
232080,, -,,[[Unknown]],shozik686@gmail.com,,Paid Search
11176253,Inactive Investor,Tatiani Yuki Rossi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10808915,Inactive Investor,Brian Elfand,Financial Advisor,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",brian.elfand@nm.com,,Salesforce
107488,,Ian Lam,,Satori Research,ian.lam@satoriresearch.io,,Other
10913723,Inactive Investor,Nermine Aziz,Branch Manager;Vice President,Santander Securities LLC Freehold NJ 521 Park Ave,nermine.aziz@santander.us,,Salesforce
9540681,,Jacob Karlsruher,,Jacob Karlsruher,jacob.karlsruher@gmail.com,,List Import
11156853,Inactive Investor,Evangeline Bruhn,,"Equitable Advisors, LLC Fort Pierce FL 1003 Tennessee Ave",,,Salesforce
11196459,Inactive Investor,Kathryn Kaster,,LPL Financial LLC Muncie IN 400 W Jackson St,kate.kaster@lpl.com,,Salesforce
194573,,Robert Majek,,[Unknown],robert.majek@tscmllc.com,,source
10978627,Inactive Investor,Apryl Helm,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",apryl.helm@nm.com,,Salesforce
11108233,Inactive Investor,Steven Myerson,,LPL Financial LLC San Mateo CA 303 Vintage Park Dr,steven.myerson@lpl.com,,Salesforce
154331,,Sergey Markov,,[Unknown],traid3r@gmail.com,,Direct
11012711,Inactive Investor,Gentiel Buysse,,Edward Jones South Bend IN 212 E Lasalle Ave,gentiel.buysse@edwardjones.com,,Salesforce
10847513,Inactive Investor,Janenne Lackey,,Cetera Advisors LLC Terre Haute IN 118 N 3rd St,janenne.lackey@ceteraadvisors.com,,Salesforce
118186,,Erika Barger,"Chief Compliance Officer, Compliance Director","Holland Advisory Services, Inc.",erika.barger@hollandfinancial.com,386-671-7526,
10617145,,Brian McGivern,,,brian.mcgivern@ampf.com,,List Import
10888604,Inactive Investor,Robert Youman,,E. A. Horwitz LLC,ryouman@horwitzadvisors.com,,Salesforce
11164724,Inactive Investor,David Foster,Financial Advisor,LPL Financial LLC Los Alamitos CA 10701 Los Alamitos Blvd,d.foster@lpl.com,,Salesforce
10952441,Inactive Investor,Robert Logan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",robert.logan@ml.com,,Salesforce
11208510,Inactive Investor,Louis Murad,,Morgan Stanley Austin TX 8701 Bee Caves Rd,,,Salesforce
11122341,Inactive Investor,Clare Frederick,,LPL Financial LLC Pittsburgh PA 1575 McFarland Rd,clare.frederick@lpl.com,,Salesforce
10656795,,Matthew Wilke,,,mwilke@aam.us.com,,List Import
11017687,Inactive Investor,Jonathan Moos,,NYLIFE Securities LLC Irvine CA 2020 Main St,zmoos@ft.newyorklife.com,,Salesforce
238280,,chrismarchand96708@gmail.com Marchand,,[Unknown],chrismarchand96708@gmail.com,,
11047493,Inactive Investor,Brian Allred,,Money Concepts Capital Corp Metairie LA 3525 N Causeway Blvd,ballred@moneyconcepts.com,,Salesforce
11218351,,Samuel Morris,,,samuel.morris@jpmorgan.com,,List Import
10912795,Inactive Investor,Ludy Perdomo,,J.P. Morgan Securities LLC Miami FL 3700 W Flagler St,ludy.perdomo@jpmorgan.com,,Salesforce
11159882,Inactive Investor,Ryan Baldwin,Wealth Advisor,GGM Wealth Advisors,ryan@ggmwealthadvisors.com,,Salesforce
10806628,Inactive Investor,Jordan Krawec,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",jordan.krawec@wellsfargoadvisors.com,,Salesforce
9565485,,Vincent Recchia,,,vrecchia@cantella.com,,List import
11064327,Inactive Investor,Weldon Stewart,Executive Director;Financial Advisor,Morgan Stanley Memphis TN 6410 Poplar Ave,bucky.stewart@morganstanley.com,,Salesforce
338185,,Brian Bush,Executive Vice President,Stephens,bbush@stephens.com,501-377-2000,Manual List Upload
11032021,Inactive Investor,Heather Huff,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",heather.huff@bofa.com,,Salesforce
10950742,Inactive Investor,Andrew Usher,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",andrew.usher@nm.com,,Salesforce
9556578,,Cindy lou Olivas,,,olivascindylou7@gmail.com,,List import
11012977,Inactive Investor,Brian Davis,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brian.davis@nm.com,,Salesforce
9579787,,Stefen Kutzman,,,stefen.kutzman@genspring.com,,List import
11112187,Inactive Investor,Andres Ramirez,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,andres.ramirez@citigroup.com,,Salesforce
11047384,Inactive Investor,Kraig Strom,Financial Advisor,Secura Financial,kraig@securawm.com,,Salesforce
9570596,,Rordan Hart,,,rlhart@ft.newyorklife.com,,List import
11041129,Inactive Investor,James Drake,,State Farm VP Management Corp. Dickson TN 114 Hwy 70 E,jamesdrake@statefarm.com,,Salesforce
10760925,Inactive Investor,Steven Sandkuhler,Financial Advisor,"Ameriprise Financial Services, LLC Fort Wayne IN 6226 Covington Rd",steven.d.sandkuhler@ampf.com,,Salesforce
11171587,Inactive Investor,Mark Molley,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
165090,,HIM SDW,,[Unknown],ff@gmail.com,,Paid Social
11069330,Inactive Investor,Lubna Singh,Member,Hexeum Capital,,,Salesforce
11156050,Inactive Investor,John Richards,,LPL Financial LLC Valley Village CA Private Residence,,,Salesforce
206733,,ISMAIL DAS,,[Unknown],ismaildass@gmail.com,,
10908570,Inactive Investor,Joseph Granato,,Commonwealth Financial Network New York NY 295 Madison Ave,jgranato@commonwealth.com,,Salesforce
11056658,Inactive Investor,Yocasta Diaz,,PFS Investments Inc. Fort Lauderdale FL 6499 Powerline Rd,ydiaz@primerica.com,,Salesforce
10815820,Inactive Investor,Dean Novin,,"Centaurus Financial, Inc. Marlton NJ 106 Centre Blvd",,,Salesforce
11203366,Inactive Investor,Curtis Bergquist,President,AmeriBanc Corporation Itasca IL 500 Park Blvd,,,Salesforce
10802432,Inactive Investor,Chad King,Financial Advisor,Edward Jones Overland Park KS 11512 W 135th St,chad.king@edwardjones.com,,Salesforce
10910205,Inactive Investor,Hunter Crain,Financial Advisor,"Ameriprise Financial Services, LLC Gainesville GA 329 Oak St",hunter.crain@ampf.com,,Salesforce
11180392,Inactive Investor,Benjamin Bruins,Financial Advisor;Investment Advisor Representative,"Osaic FS, Inc. Clive IA 1350 NW 138th St",,,Salesforce
11153134,Inactive Investor,Penny Haugrud,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",penny.haugrud@ml.com,,Salesforce
11048404,Inactive Investor,Jeffrey Hamm,Financial Advisor,LPL Financial LLC Moss Point MS 6012 Hwy 63,jeffrey.hamm@lpl.com,,Salesforce
11168238,Inactive Investor,Quinton Morckel,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
11057644,Inactive Investor,Samuel Conway,Chief Compliance Officer;Managing Member,"S Conway Consulting, LLC",,,Salesforce
1987934,,Amy Batson,,[Unknown],morale_dolphin_0q@icloud.com,,
11072136,Inactive Investor,Brian Miller,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,brian.miller@morganstanley.com,,Salesforce
10505034,,nahum liberman,,,liberman12@gmail.com,,Web Form Fillout
345346,,Arleen Richards,,United States,aer1000@bellsouth.net,,
11168118,Inactive Investor,Michael Leonard,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,michael.j.leonard@ubs.com,,Salesforce
11071670,Inactive Investor,Tucker Scott,Financial Professional,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,tscott@gwnsecurities.com,,Salesforce
9573861,,Dan Goff,,,gbarg1@yahoo.com,,List import
10772045,Inactive Investor,Vincent Vadala,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,vincent.vadala@ubs.com,,Salesforce
9639190,,Anjana Moran,,,anjana_moran@firststatesuper.com.au,,List import
10952592,Inactive Investor,Yuhan Li,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10489771,,Richard Adkisson,,"Crescent Advisor Group, Inc.",regadkins@yahoo.com,,List Import
11077951,Inactive Investor,Richard Weil,Senior Vice President,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",richard.weil@raymondjames.com,,Salesforce
10921229,Inactive Investor,John Darfler,,"Allstate Financial Services, LLC Nampa ID 123 McClure Ave",johndarfler@allstate.com,,Salesforce
11146002,Inactive Investor,James Palmer,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",james.r.palmer1@wellsfargoadvisors.com,,Salesforce
219084,,Albert Mayo,,[Unknown],emayo2@aol.com,,
54623,,Juan Lopez,Registered Representative,"Aventura Capital Management, Llc",jlopez@aventuracap.com,305-466-0467,Manual List Upload
11186224,Inactive Investor,Samuel Porter,,PFS Investments Inc. Sugar Land TX 19901 Southwest Fwy,samuel.porter@primerica.com,,Salesforce
10860528,Inactive Investor,Rezart Ismolli,Premier Banker,"Wells Fargo Clearing Services, LLC New Berlin WI 16001 W Cleveland Ave",rezart.ismolli@wellsfargoadvisors.com,,Salesforce
10788561,Inactive Investor,Jason Farrell,,"Osaic Wealth, Inc. Hutto TX Private Residence",jfarrell@royalallianceadvisors.com,,Salesforce
11167684,Inactive Investor,Girard Mcspiritt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10818522,Inactive Investor,Melissa Bower,Financial Advisor,Edward Jones Lamar CO 800 S Main St,melissa.huff@edwardjones.com,,Salesforce
10778753,Inactive Investor,Eric Grossjung,Financial Advisor;Financial Planning Specialist,Morgan Stanley Omaha NE 13625 California St,eric.grossjung@morganstanley.com,,Salesforce
10817676,Inactive Investor,Ashley Souza,Compliance Associate;Director - Trading;Investment Advisor;Regulatory Contact,The Pacific Center For Financial Services,ashleyj@pcfsonline.com,,Salesforce
11068576,Inactive Investor,Gregory Collingwood,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,gcollingwood@primerica.com,,Salesforce
5560313,,John Carter,,,goodlord529@gmail.com,4697370691,Web Form Fillout
10865883,Inactive Investor,Paul Laflamme,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11096210,Inactive Investor,Broderick Haer,Financial Consultant,"Equitable Advisors, LLC Akron OH 3057 W Market St",broderick.haer@equitable.com,,Salesforce
11070280,Inactive Investor,Graeme Woods,Chief Compliance Officer;Founder;Owner;President,G.S. Woods Wealth Management Lititz PA Private Residence,,,Salesforce
11060250,Inactive Investor,Dennis Jones,,"American Portfolios Financial Services, Inc. Kalamazoo MI 5765 Stadium Dr",djones@americanportfolios.com,,Salesforce
11040874,Inactive Investor,James Burchenal,First Vice President - Investments,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,james.burchenal@ubs.com,,Salesforce
11206068,Inactive Investor,Vivian Sun,,LPL Financial LLC San Ramon CA 2141 N Donovan Way,vivian.sun@lpl.com,,Salesforce
10763768,Inactive Investor,Roy Bass,,"Capital Investment Brokerage, Inc. Fuquay-Varina NC Private Residence",,,Salesforce
11108150,Inactive Investor,Yosief Tzeghai,,J.P. Morgan Securities LLC Cincinnati OH 1535 1/2 W Galbraith Rd,,,Salesforce
11144388,Inactive Investor,Jon Vanslooten,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Toledo OH 2340 Orchard Rd",jvanslooten@kingsview.com,,Salesforce
11164731,Inactive Investor,Michael Parker,Financial Advisor,LPL Financial LLC Sikeston MO 124 E Center St,mike.parker@lpl.com,,Salesforce
10871465,Inactive Investor,Mirna Lovren,,Goldman Sachs & Co.,,,Salesforce
10662138,,Michael Gillespie,,,mgillespie@mpsloria.com,,List Import
9603302,,Richard Knepfler,,,rich@cwafgi.com,,List import
11028409,Inactive Investor,Rufus Peckham,,"Farmers Financial Solutions, LLC Houston TX 12000 Westheimer Rd",wpeckham@farmersagent.com,,Salesforce
10878391,Inactive Investor,Patrick Durst,Financial Planner,LifeMark Securities Corp.,pdurst@lifemark.com,,Salesforce
9616288,,Timothy Pettee,,,tim.pettee@hoyacapital.com,,List import
241639,,Helmut Konir,,[Unknown],hk@pecuniam-investment.de,,source
10806904,Inactive Investor,Alanna Longley,,"Ameriprise Financial Services, LLC Worcester MA 324 Grove St",alanna.k.longley@ampf.com,,Salesforce
123113,,Mark Pitcher,Fixed Income Advisor,"Buckingham Strategic Wealth, Llc",mpitcher@bamadvisor.com,(314) 725-0455,
11127109,Inactive Investor,Tyson Noel,,Cetera Advisor Networks LLC Hanover PA 100 Filbert St,,,Salesforce
11147615,Inactive Investor,Roger Spann,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,rspann@josephstonecapital.com,,Salesforce
10846792,Inactive Investor,John Ginn,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,john.ginn@fidelity.com,,Salesforce
11198884,Inactive Investor,Yessica Hernandez Vanegas,,J.P. Morgan Securities LLC Wilmington CA 317 W Pacific Coast Hwy,yessica.hernandez-vanegas@jpmorgan.com,,Salesforce
10976863,Inactive Investor,Ryan Cavanagh,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
337287,,Ryan McEwing,,John Hancock,ryan_mcewing@jhancock.com,,
11054749,Inactive Investor,Do Dang,,PFS Investments Inc. Hurst TX 700 NE Loop 820,ddang@primerica.com,,Salesforce
11260950,Inactive Investor,Ryan Courtney,,Key Investment Services LLC Portland OR 1222 SW 6th Ave,ryan.courtney@key.com,,Salesforce
9634440,,Douglas Herzbrun,,,douglas.herzbrun@cbreglobalinvestors.com,,List import
10839546,Inactive Investor,Andrew Nollman,,"Cambridge Investment Research, Inc. North Franklin CT 210 Rte 32",andrew@rosecityfinancial.com,860-383-6044,Salesforce
9576581,,Amanda Taucher,,,ataucher@sequoia-financial.com,,List import
368115,,Bryant Smith,Other,,bsmith@seic.com,,Webinar
11036172,Inactive Investor,Robert Feller,Chief Compliance Officer;Managing Member,Zelus Wealth Management,,,Salesforce
11118498,Inactive Investor,Christiana Johnson,,PFS Investments Inc. Columbia MD 10015 Old Columbia Rd,christiana.johnson@primerica.com,,Salesforce
9552967,,baijiu chinese,,,lk2u7v@sina.com,,List import
344439,,Andrea Frailing,Residential Loan Officer,"Associated Investment Services, Inc.",andrea.frailing@associatedbank.com,800-595-7722,Manual List Upload
10819038,Inactive Investor,Edward Widiker,Financial Advisor,Edward Jones Rice Lake WI 2304 S Main St,ed.widiker@edwardjones.com,,Salesforce
11155564,Inactive Investor,Michael Schoonmaker,Chief Executive Officer,"M Holdings Securities, Inc.",michael.schoonmaker@mfin.com,,Salesforce
10781483,Inactive Investor,Mark Falls,Financial Advisor;Vice President,Morgan Stanley Richmond VA 901 E Byrd St,mark.falls@morganstanley.com,,Salesforce
10646369,,Adam Truitt,,,adam.truitt@mfin.com,,List Import
11055619,Inactive Investor,Anthony Surber,Financial Advisor,"RBC Capital Markets, LLC Watertown NY 19485 US Rte 11",anthony.surber@rbc.com,,Salesforce
9628851,,Aakash Ravi,,,aakash_ravi@hotmail.com,,List import
9596309,,Benita Lanzer,,,benitalanzer@gmail.com,,List import
9629735,,Nini Mao,,,maonini2015@gmail.com,,List import
242916,,Sydney Niewierski,Managing Partner,Keybridge Wealth Management,sydney.niewierski@wfafinet.com,,Manual List Upload
11123569,Inactive Investor,Timothy Radecki,,J.P. Morgan Securities LLC Seal Beach CA 13900 Seal Beach Blvd,timothy.radecki@chase.com,,Salesforce
11063582,Inactive Investor,Chad Kasper,Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Federal Way WA 2505 S 320th St,ckasper@edelmanfinancialengines.com,,Salesforce
11235721,Inactive Investor,Byron Anderson,Head - Fixed Income,"Laffer Tengler Investments, Inc. Paradise Valley AZ 6730 N Scottsdale Rd",,,Salesforce
11123964,Inactive Investor,Taoufik Gado,,J.P. Morgan Securities LLC Wilmington DE 3710 Kennett Pike,taoufik.gado@jpmorgan.com,,Salesforce
10951827,Inactive Investor,Matthew Ryder,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10823443,Inactive Investor,Fredrick Harder,,"Osaic Wealth, Inc. Emporia KS 801 Merchant St",,,Salesforce
10834294,Inactive Investor,Danny Clark,,"Cambridge Investment Research, Inc. Lakeland FL 1013 S Florida Ave",,,Salesforce
10774053,Inactive Investor,Scott Norris,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",scott.f.norris@ml.com,,Salesforce
10977763,Inactive Investor,Charles Malcik,Associate,Edward Jones Kingsville TX 1014 S 14th St,,,Salesforce
10877847,Inactive Investor,Robert Knapp,Research Analyst,OverRidge Wealth Advisors,,,Salesforce
10875682,Inactive Investor,Jessica Morris,Branch Manager;Client Associate,"RBC Capital Markets, LLC Great Barrington MA 50 Castle St",jessica.morris@rbc.com,,Salesforce
9590653,,Calum Cunningham,,,ccunningham@siliconprivatewealth.com,,List import
1004500,Inactive Investor,Luca Lin,,Luca Lin,luca@domeyard.com,,3rd Party Lead Gen
11054502,Inactive Investor,Nicholas Okon,,Fidelity Brokerage Services LLC,,,Salesforce
10945383,Inactive Investor,Johanna Toman,Registered Associate,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4275 Executive Sq",johanna.toman@wfafinet.com,,Salesforce
347392,,Sabrina White,Branch Manager,"River Street Advisors, Llc",swhite@oldsecond.com,630-906-5501,Manual List Upload
10792729,Inactive Investor,Drew Duarte,Investment Consultant;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peabody MA 189 Andover St",,,Salesforce
343190,,David Cohen,Limited Partner And Managing Director,"Kelso & Company, L.p.",dcohen@kelso.com,212-350-7700,Manual List Upload
11193491,Inactive Investor,Albert Mendoza,,J.P. Morgan Securities LLC Apache Junction AZ 1148 W Apache Trl,albert.mendoza@jpmorgan.com,,Salesforce
95577,,Patrik Siska,,Czech Republic,patriksiska97@gmail.com,,
10966272,Inactive Investor,Anthony Catapano,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",anthony.catapano@empower.com,,Salesforce
10935523,Inactive Investor,Kyle Younan,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",,,Salesforce
9639339,,Benno Smit,,,info@nieuweparklaan.nl,,List import
242133,,Ryan Kinsella,Brokerage Digital Strategist,Truist,ryan.kinsella@truist.com,,Event
10933316,Inactive Investor,Homira Rich,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",homira.rich@schwab.com,,Salesforce
10911324,Inactive Investor,David Roman,,Goldman Sachs & Co. San Francisco CA 555 California St,david.roman@gs.com,,Salesforce
11133973,Inactive Investor,Michael Biggs,Financial Consultant,"Equitable Advisors, LLC Clarksville TN 1817A Madison St",michael.biggs@equitable.com,,Salesforce
10931167,Inactive Investor,Keith Larkin,Financial Planner,"Pruco Securities, LLC. Marion IL 411 N Court St",keith.larkin@prudential.com,,Salesforce
11181811,Inactive Investor,Sally Smith Nicoli,,Cetera Financial Specialists LLC Charleston SC 2 Gillon St,sally.nicoli@ceterafs.com,,Salesforce
10809505,Inactive Investor,Greg Dolojan,,NYLIFE Securities LLC Orient NY Private Residence,gdolojan@ft.newyorklife.com,,Salesforce
11076589,Inactive Investor,William Johnson,Vice President,Morgan Stanley Los Angeles CA 444 S Flower St,,,Salesforce
10865213,Inactive Investor,Kenneth Fortier,,PFS Investments Inc. Hamden CT 105 Sanford St,kenneth.fortier@primerica.com,,Salesforce
11255229,Inactive Investor,Andrew Oak,,"Symphony Financial, Ltd. Co.",oak@symphonyplanning.com,,Salesforce
10615363,,Nathaniel Bier,"Financial Advisor, Senior Vice President - Wealth Management, Wealth Advisor",,nathaniel.bier@morganstanley.com,,List Import
11255089,Inactive Investor,Jessica Saunders,Financial Advisor,"Prosperitas Financial, LLC Las Vegas NV 8400 W Sunset Rd",jsaunders@prosperitasfin.com,,Salesforce
335663,,Sean Dempsey,Partner,Sheridan Capital Partners,sean.dempsey@sheridancp.com,312-548-7064,Manual List Upload
11107129,Inactive Investor,Jeremy Steward,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 750 Main St",jeremy.a.steward@ampf.com,,Salesforce
11096125,Inactive Investor,Nathaniel Moore,Registered Principal,PlanMember Securities Corporation Fresno CA 6780 N West Ave,nathan@appwealth.com,,Salesforce
11066608,Inactive Investor,Denise Ramm,,Stonex Securities Inc. Maple Park IL Private Residence,denise.ramm@saswealth.com,,Salesforce
119,,,,,13661477613@139.com,,
10972490,Inactive Investor,Robyn Carr,,"Citizens Securities, Inc. Hudson MA 1 Cabot Rd",,,Salesforce
11001400,Inactive Investor,Todd Miller,,"Allstate Financial Services, LLC Boynton Beach FL 6651 Woolbright Rd",todd.miller@allstate.com,,Salesforce
11195405,Inactive Investor,Martin Flahive,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10930630,Inactive Investor,Joy Richardson,Financial Advisor,"MML Investors Services, LLC Winston Salem NC 3779 Vest Mill Rd",joyrichardson@financialguide.com,,Salesforce
11063359,Inactive Investor,Shawn Weber,,LPL Financial LLC Saint Michael MN 403 Central Ave E,s.weber@lpl.com,,Salesforce
10844475,Inactive Investor,Richard Albert,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
11078283,Inactive Investor,Lynne Bellinger,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",lynne.bellinger@nm.com,,Salesforce
11106303,Inactive Investor,Roman Coronado,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3300 Bee Caves Rd",roman.coronado@ml.com,,Salesforce
10877447,Inactive Investor,Jeffrey Dvorak,Chief Compliance Officer;Managing Member;Managing Principal;Principal,"4D Financial Advisors, LLC",jdvorak@4dfinancialadvisors.com,,Salesforce
10868228,Inactive Investor,Stephen Wright,,"J.W. Cole Financial, Inc. State College PA 1524 W College Ave",stephen.wright@jwcemail.com,,Salesforce
9579858,,Phualin Young,,,tcmi@tandemcapitalmgmt.com,,List import
10789031,Inactive Investor,John Carlson,,"Avantax Investment Services, Inc. Hanover MA Private Residence",,,Salesforce
10612839,,Peter Goldberg,Financial Advisor,,peter.h.goldberg@ampf.com,,List Import
10974396,Inactive Investor,Mark Kordes,Advanced Planner;Managing Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,mark.kordes@jpmorgan.com,,Salesforce
10690932,Active Investor,Jacob Resnek,,Jacob Resnek,jacob@helloglobex.com,6175101878,Salesforce
11134391,Inactive Investor,Andy Nguyen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11139736,Inactive Investor,Andrew Garlock,Financial Advisor,Edward Jones Canton OH 6531 Market Ave N,andrew.garlock@edwardjones.com,,Salesforce
11041955,Inactive Investor,Michael Robinson,,J.P. Morgan Securities LLC Hinsdale IL 400 E Ogden Ave,michael.robinson@chase.com,,Salesforce
10991956,Inactive Investor,Korey Knepper,,Cetera Advisors LLC Saint Louis MO 2200 W Port Plaza Dr,,,Salesforce
11235761,Inactive Investor,Lou Ann Lisack,Financial Advisor,"Forum Financial Management, LP",llisack@forumfin.com,,Salesforce
11195218,Inactive Investor,Amy Welfringer,,"Osaic Wealth, Inc. Manhattan KS 215 Southwind Pl",,,Salesforce
11125626,Inactive Investor,Cole Trullender,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
11174225,Inactive Investor,Evan Lunsford,Wealth Advisor,LPL Financial LLC Terre Haute IN 1825 Lafayette Ave,evan.lunsford@lpl.com,,Salesforce
10876693,Inactive Investor,Anthony Brito,Associate,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9624016,,Luo Hao,,,82046236@qq.com,,List import
9542938,,Gary Dissette,,,gdissette@sagepointadvisor.com,,List import
214310,,Ellen MAXSON,,[Unknown],emaxson@ymail.com,,Organic Search
11260721,Inactive Investor,Wesley Beitler,Financial Advisor,Thrivent Investment Management Inc. Geneva IL 477 S 3rd St,wesley.beitler@thrivent.com,,Salesforce
10944929,Inactive Investor,Nicole Storaci,,"Farmers Financial Solutions, LLC Pasco WA 6311 Burden Blvd",,,Salesforce
11050287,Inactive Investor,Xianghai Ma,Chief Investment Officer;President,Julex Capital Management,henry.ma@julexcapital.com,,Salesforce
11106426,Inactive Investor,Rebecca Feliciano Beltran,,"Stonecrest Capital Markets, Inc. San Juan 1369 Ave Ashford",,,Salesforce
10797411,Inactive Investor,Peter Christenson,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",peter.g.christenson@ampf.com,,Salesforce
11040082,Inactive Investor,Michael Santifort,Financial Advisor,"Citizens Securities, Inc. Conshohocken PA 202 W Ridge Pike",michael.santifort@citizenssecurities.com,,Salesforce
10616195,,Omar Zaki,,,omar.zaki@edwardjones.com,,List Import
11073786,Inactive Investor,Matthew Mcguirk,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,matthew.mcguirk@opco.com,,Salesforce
9562908,,Lorenzo Berg,,,lberg@petrochil.com,,List import
10882413,Inactive Investor,Stephen Montgomery,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9601912,,Akihisa Suzuki,,,akihisa.suzuki@bnymellon.com,,List import
9648408,,David Geary,,,gearydj1@gmail.com,,List import
10820133,Inactive Investor,Christine Engel,Senior Client Service Associate,"Raymond James & Associates, Inc. Williamsport PA 1000 Commerce Park Dr",christine.engel@raymondjames.com,,Salesforce
10868109,Inactive Investor,John Schwear,Financial Advisor - Private Client Group,Janney Montgomery Scott LLC Hazleton PA 631 Airport Rd,jschwear@janney.com,,Salesforce
11002599,Inactive Investor,Andrew Harris,,S.G. Long & Company,,,Salesforce
9643570,,Leonard Saunders,,,xctr@yahoo.com,,List import
9571388,,Jacob Zand,,,jzand@cerberuscapital.com,,List import
10839609,Inactive Investor,Walter Chesney,,"Raymond James Financial Services, Inc. Naples FL 5495 Bryson Dr",john.chesney@raymondjames.com,,Salesforce
11105597,Inactive Investor,Brian Wheeler,,"Cambridge Investment Research, Inc. Roanoke VA 5440 Peters Creek Rd",wheeler@smartprousa.com,855-922-8228 x3,Salesforce
9641418,,Kingsley Paul,,,kingsleyonwudiegwu9@gmail.com,,List import
9647675,,Jace Schuppan,,,jace.schuppan@ncfunds.com,,List import
10825700,Inactive Investor,Casey Freeman,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",casey.j.freeman@ml.com,,Salesforce
9628713,,Joe Perez,,,jandmperez@sbcglobal.net,,List import
10894846,Inactive Investor,Eric James,Financial Advisor,Edward Jones Gallup NM 110 W Hill Ave,eric.d.james@edwardjones.com,,Salesforce
9600935,,Terry Gronenthal,,,tgronenthal@gmail.com,,List import
10947023,Inactive Investor,Joshua Curtis,,"The Leaders Group, Inc. Lincoln NE 2935 Pine Lake Rd",,,Salesforce
9547434,,Sean Scanlon,,,spscanlon@gmail.com,,List import
12363,,Bev Boyle,,[[Unknown]],bev.boyle@juno.com,,Initial Salesforce Import
9595054,,Sean Roberts,,,sean@assetplanningservices.com,,List import
11238517,Inactive Investor,Jonathan Metz,,"Deschutes Investment Consulting, LLC",jonathan@deschutesinvestment.com,,Salesforce
11187478,Inactive Investor,Tahira Nasreen,,J.P. Morgan Securities LLC Dallas TX 11770 Marsh Ln,tahira.nasreen@jpmorgan.com,,Salesforce
10886894,Inactive Investor,Cyril Peterson,Chief Compliance Officer,"Peterson Garrett, LLC Los Angeles CA 6560 Fountain Ave",,,Salesforce
236974,, -,,[[Unknown]],circo@battlesports.com,,Organic Search
11117110,Inactive Investor,Terrell Bradley,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",wally.bradley@truist.com,,Salesforce
11071218,Inactive Investor,Marta Krupa,,PNC Investments Niles IL 8990 N Milwaukee Ave,marta.krupa@pnc.com,,Salesforce
9592017,,Robert Hughes,,,bobhughesaircraftservices@gmail.com,,List import
10782494,Inactive Investor,Christopher Thurin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3601 W 76th St",christopher.m.thurin@ampf.com,,Salesforce
10508235,,Nef Moncur,,Chainalysis,nefitieri.moncur@chainalysis.com,,List Import
9604034,,DAN ROSENWEIG,,,drosensweig@goldentree.com,,List import
10820286,Inactive Investor,Perry Piacenti,,"Raymond James Financial Services, Inc. Memphis TN 5885 Ridgeway Center Pkwy",perry.piacenti@raymondjames.com,,Salesforce
9547349,,Larry Franty,,,larryfranty@mac.com,,List import
10795535,Inactive Investor,Richard DiMaio,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,richard.dimaio@morganstanley.com,,Salesforce
9581878,,Eun Fenton,,,eun.fenton@suntrust.com,,List import
10886014,Inactive Investor,Gurvir Singh,,Citigroup Global Markets Inc.,gurvir.singh@citigroup.com,,Salesforce
11192706,Inactive Investor,Jakob Cox,,J.P. Morgan Securities LLC Dayton OH 6460 Wilmington Pike,jakob.m.cox@chase.com,,Salesforce
11124835,Inactive Investor,Jeanette Harriman,,"Wells Fargo Clearing Services, LLC Mission KS 1900 Shawnee Mission Pkwy",jeanette.harriman@wellsfargoadvisors.com,,Salesforce
11069917,Inactive Investor,Edward Smith,,"RIA Advisory Group, LLC Boone IA Private Residence",ted.smith@riaadvisorygroup.com,,Salesforce
11186406,Inactive Investor,Rosalia Ludricks,,Goldman Sachs & Co.,,,Salesforce
9610200,,Tim George,,,tim.george@withersworldwide.com,,List import
11010811,Inactive Investor,Wendy Messmann,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",,,Salesforce
11084437,Inactive Investor,Jennifer Culbertson,Shareholder,"A. N. Culbertson & Company, Inc.",,,Salesforce
11078237,Inactive Investor,Stephanie Harrison,Paraplanner,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",stephanie.m.harrison@ampf.com,,Salesforce
162375,,Travis Good,,[Unknown],travgood@gmail.com,,
9405,,HERBERT CRABBE,,CRABBE,hcrabbyy@sbcglobal.net,17733192564,
10821233,Inactive Investor,Michael Divito,,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",michael.divito@equitable.com,,Salesforce
11021363,Inactive Investor,Isaac Douek,Financial Advisor;Managing Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,isaac.d.douek@ubs.com,,Salesforce
11195685,Inactive Investor,Raymond Desormier,,"Osaic Wealth, Inc. Fall River MA 1000 N Main St",,,Salesforce
10999981,Inactive Investor,Morgan Pyle,,LPL Financial LLC Katy TX 2610 Village Oak Dr,morgan.pyle@lpl.com,,Salesforce
11209986,Inactive Investor,Zachary Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11193619,Inactive Investor,Joel Bessire,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,jbessire@primerica.com,,Salesforce
9591860,,Joyce Streithorst,,,joyce@frischfinancial.com,,List import
9612211,,Anton Zakharov,,,inquisagon@gmail.com,,List import
11170133,Inactive Investor,Cody Wise,Premier Banker,"Wells Fargo Clearing Services, LLC Littleton CO 8500 W Bowles Ave",,,Salesforce
11111180,Inactive Investor,Kevin Farrell,President;Principal,Farrell Financial Inc Thousand Oaks CA 5706 Corsa Ave,,,Salesforce
10893968,Inactive Investor,James Sumrall,,NYLIFE Securities LLC Ruston LA 307 N Trenton St,jtsumrall@ft.newyorklife.com,,Salesforce
11048089,Inactive Investor,Reese Stiller,,"OneAmerica Securities, Inc. Seneca PA 3052 State Rte 257",,,Salesforce
10930385,Inactive Investor,William Hughes,,"Avantax Investment Services, Inc.",,,Salesforce
10782688,Inactive Investor,William Rhodes,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",william.rhodes@truist.com,,Salesforce
248772,,lawrence malu,ceo,malu global innovation inc,larrymalu@zacventuresinc.org,6464692717,Manual List Upload
10875579,Inactive Investor,River Coop,Financial Advisor,"Ameriprise Financial Services, LLC Ramsey NJ 500 N Franklin Tpke",river.coop@ampf.com,,Salesforce
10790192,Inactive Investor,Rodney Goben,Owner;Wealth Advisor,"Avior Wealth Management, LLC",rod.goben@aviorwealth.com,,Salesforce
11093514,Inactive Investor,Danielle Sonnenberg,,Innovation Partners LLC,dsonnenberg@innovationpartnersllc.com,,Salesforce
9541988,,Duc vu,,,vuminhduc.vpb@gmail.com,,List import
10945050,Inactive Investor,Lubna Salman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",lubna.salman@ml.com,,Salesforce
10797568,Inactive Investor,Nathanael Roetto,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Springfield MO 1535 E Primrose St,nathan.roetto@morganstanley.com,,Salesforce
10921987,Inactive Investor,David Cimarolli,,"Avantax Investment Services, Inc. Belleville IL 2810 Frank Scott Pkwy W",,,Salesforce
9438237,,Didier Le Floch,,,didier.lefloch@consensys.net,,Web form fillout
217275,,Edward Falger,,Torpedo Management,edward@vorsorge.us,(928) 255-0190,
6891630,,Md novi Hossain YAKOB HOSSAIN,,,hossainmdnovi@gmail.com,,Web Form Fillout
10973314,Inactive Investor,Maria Hartz,Portfolio Advisor,"Acropolis Investment Management, L.L.C.",,,Salesforce
11121289,Inactive Investor,Brian Slater,Wealth Advisor,LPL Financial LLC Peoria IL 240 SW Jefferson Ave,brian.slater@lpl.com,,Salesforce
10797505,Inactive Investor,Derek Mears,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",derek.mears@ampf.com,,Salesforce
11028988,Inactive Investor,David Pederson,,Cetera Advisor Networks LLC Elk River MN 11040 183rd Cir NW,,,Salesforce
10801632,Inactive Investor,Gary Backer,Financial Advisor,Morgan Stanley Hauppauge NY 888 Veterans Hwy,gary.backer@morganstanley.com,,Salesforce
9548382,,David Kingstree,,,gillank@hotmail.com,,List import
10829649,Inactive Investor,Anthony Sausville,Senior Portfolio Manager,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10798154,Inactive Investor,Roman Kozak,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",roman.kozak@rbc.com,,Salesforce
10909571,Inactive Investor,Jody Mang,,"Truist Investment Services, Inc. Brentwood TN 5205 Maryland Way",,,Salesforce
172020,,Charles Ritrivi,,[Unknown],marsdawn@yahoo.com,,Direct
10886584,Inactive Investor,Alexandra Gavin,,HSBC Securities (USA) Inc. Houston TX 3050 Post Oak Blvd,,,Salesforce
10844881,Inactive Investor,Patricia Koehn,,"The Strategic Financial Alliance, Inc. Fairfax VA 10300 Eaton Pl",pkoehn@thesfa.net,,Salesforce
10893059,Inactive Investor,Angelina Dietz,,"Cambridge Investment Research, Inc. Nashua IA Private Residence",,,Salesforce
11077472,Inactive Investor,Charles Suarez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",charles.suarez@schwab.com,,Salesforce
10957067,Inactive Investor,Konrad Carter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gig Harbor WA 4815 Point Fosdick Dr NW",konrad.carter@ml.com,,Salesforce
11159406,Inactive Investor,Kendra Weber,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,kendra.weber@primerica.com,,Salesforce
10971225,Inactive Investor,Reid Nix,,"Allstate Financial Services, LLC Buford GA 4305 S Lee St",rnix@allstate.com,,Salesforce
11101721,Inactive Investor,Richard Ruiz,,J.P. Morgan Securities LLC Roslyn Heights NY 425 Glen Cove Rd,richard.j.ruiz@chase.com,,Salesforce
11145223,Inactive Investor,Richard Trotta,,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",,,Salesforce
10785588,Inactive Investor,Sean Powers,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,sean.powers@fidelity.com,,Salesforce
10759530,Inactive Investor,Randall Swift,,"Raymond James Financial Services, Inc. Franklin TN 137 3rd Ave N",keith.swift@raymondjames.com,,Salesforce
9634674,,James Welton,,,jwelton@chapindavis.com,,List import
10891249,Inactive Investor,Jose Gomez,,PFS Investments Inc. Bountiful UT 533 W 2600 S,tfj13@primerica.com,,Salesforce
11065019,Inactive Investor,Pheophanh Lepkham,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 215 Atwells Ave",pheophanh.lepkham@ml.com,,Salesforce
10835681,Inactive Investor,Alexander Possis,Financial Advisor;Vice President,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",alex.possis@rbc.com,,Salesforce
10877633,Inactive Investor,Shun Sun,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hacienda Heights CA 1605 S Azusa Ave",shun.sun@ml.com,,Salesforce
11010322,Inactive Investor,Sukin Hong,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,shong05@ft.newyorklife.com,,Salesforce
11004942,Inactive Investor,Jerrell Anderson,,PFS Investments Inc. Atlanta GA 2302 Parklake Dr NE,2knck@primerica.com,,Salesforce
11084398,Inactive Investor,Richard Wismer,Financial Advisor,LPL Financial LLC Staten Island NY 26 Watchogue Rd,richard.wismer@lpl.com,,Salesforce
10771248,Inactive Investor,Joseph Siwek,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,joe.siwek@morganstanley.com,,Salesforce
11128950,Inactive Investor,Matthew Bennett,,"Stoever, Glass & Company Inc.",mbennett@stoeverglass.com,,Salesforce
11075735,Inactive Investor,Nathaniel Hardy,Financial Advisor,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,nhardy@dadco.com,,Salesforce
139846,,Evan Kanarek,,Northcoast Asset Management Llc,ekanarek@northcoastam.com,212-415-0526,
11190375,Inactive Investor,Joel Rueber,Financial Associate,Thrivent Investment Management Inc. Wausau WI 1415 Merrill Ave,joel.rueber@thrivent.com,,Salesforce
11218336,,Liam Gormley,,,liam.gormley@jpmorgan.com,,List Import
11161464,Inactive Investor,Kathy Macgowan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",k_macgowan@ml.com,,Salesforce
10759836,Inactive Investor,Rodgrick Austin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,rodgrick.austin@fidelity.com,,Salesforce
10612938,,William Manolopoulos,Financial Advisor,,bill.manolopoulos@lpl.com,,List Import
11037032,Inactive Investor,Kevin Goldin,Chief Executive Officer;Senior Advisor,"Focused Alpha, LLC",,,Salesforce
9541526,,Bruce Coffman,,,bcinus@me.com,,List import
11091232,Inactive Investor,Rosemary Herrera,,Fidelity Brokerage Services LLC Albuquerque NM 2261 Q St NE,rosemary.damianov@fmr.com,,Salesforce
10957537,Inactive Investor,Elaine Perez,Financial Planner;Portfolio Manager,"MML Investors Services, LLC New York NY 250 W 34th St",,,Salesforce
9569988,,John Bruggman,,,bruggmanj@fnb-corp.com,,List import
373270,,Alexander Charles,,[Unknown],alexgcharles@gmail.com,,source
373212,,Farhad Hakimzadeh,,[Unknown],hakimzadehf@yahoo.com,,source
11070642,Inactive Investor,Scott Selfa,Investment Specialist,"Ameriprise Financial Services, LLC Villa Park IL 1 Tower Ln",scott.selfa@ampf.com,,Salesforce
10797802,Inactive Investor,Bruce Snyder,Chief Compliance Officer;Managing Member;Member;President,"SFG Wealth Advisors, LLC",don@sfgtampa.com,,Salesforce
11041068,Inactive Investor,Nima Amouzadeh,,J.P. Morgan Securities LLC Irvine CA 13128 Jamboree Rd,nima.amouzadeh@jpmorgan.com,,Salesforce
10514602,,Matthew Wilson,,,mwwilson14@gmail.com,,List Import
10944292,Inactive Investor,Andres Gonzalez Gracia,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,igonzalez@ft.newyorklife.com,,Salesforce
80341,,Jay Larson,Financial Consultant,Thrivent Investment Management Inc.,jay.larson@thrivent.com,,
337699,,William Patterson,Founder,"Silverleafe Capital Partners, Llc",w.patterson@silverleafe.com,901-259-3345,Manual List Upload
11048589,Inactive Investor,Kenneth Rabalais,,UBS Financial Services Inc. Lafayette LA 900 E Saint Mary Blvd,kenneth.rabalais@ubs.com,,Salesforce
11235522,Inactive Investor,Michael O'Shaughnessy,Financial Advisor,Ascent Financial Group Charlottesville VA 230 Court Sq,michael@ascent-financial.com,,Salesforce
10996461,Inactive Investor,Alejandro Vazquez,,"J.W. Cole Financial, Inc. Coral Springs FL Private Residence",,,Salesforce
10860731,Inactive Investor,Travis Allbee,Private Client Advisor,J.P. Morgan Securities LLC Seattle WA 5025 25th Ave NE,travis.allbee@jpmorgan.com,,Salesforce
10988129,Inactive Investor,Hien Le,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,,,Salesforce
10884167,Inactive Investor,Brad Bardy,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Denver CO 730 Colorado Blvd",brad.bardy@usbank.com,,Salesforce
11220585,,Donella Winkler,,,donella.winkler@allworthfinancial.com,,Other
11021282,Inactive Investor,Michael Woodman,Financial Advisor,LPL Financial LLC Bedford NH 43 Constitution Dr,michael.woodman@lpl.com,,Salesforce
166267,,Chris Silver,,[Unknown],492886@gmail.com,,
54428,,Charles Schmidt,"Chief Compliance Officer, General Counsel","Wellesley Asset Management, Inc.",cschmidt@wia.cc,781-416-4000,
11047997,Inactive Investor,Robert Workman,,The O.N. Equity Sales Company Tucson AZ 6812 N Oracle Rd,robert_workman@ohionational.com,,Salesforce
9551640,,jim rogers,,,jvrogers@gmail.com,,List import
9572064,,Chris Lee,,,chris@johoman.com,,List import
10983560,Inactive Investor,William Vanronzelen,,"Wells Fargo Advisors Financial Network, LLC Saint Peters MO 1 Mid Rivers Mall Dr",bill.vanronzelen@wfafinet.com,,Salesforce
10786160,Inactive Investor,Esther Olivas,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,esther.olivas@jpmorgan.com,,Salesforce
10873085,Inactive Investor,James McNair,,"First Command Brokerage Services, Inc. Houston TX 10700 Richmond Ave",jtmcnair@firstcommand.com,,Salesforce
9561825,,Dan Dickhudt,Financial Consultant,Thrivent,dan.dickhudt@thrivent.com,,List import
10922105,Inactive Investor,David Lieberman,,"Allstate Financial Services, LLC Somers Point NJ 112 Woodland Ave",davidlieberman@allstate.com,,Salesforce
11131338,Inactive Investor,Sridhara Srikanti,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,sridhara.srikanti@jpmorgan.com,,Salesforce
11105882,Inactive Investor,Brian Lynch,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,brian.p.lynch@ubs.com,,Salesforce
10878911,Inactive Investor,Cindy Lien,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10860555,Inactive Investor,Matthew Anderson,,Edward Jones Oak Harbor WA Private Residence,matthew.anderson@edwardjones.com,,Salesforce
11095793,Inactive Investor,Jeffrey Littrell,Financial Advisor,"TBH Global Asset Management, LLC",jeffrey@tbhplan.com,,Salesforce
7578627,,Tranquilina Ride,,,mr.othun86@mawul.my.id,,Web Form Fillout
9613029,,Keith Bokota,,,bokota.keith@principal.com,,List import
9552894,,Robert Pagliuco,,,bpagliuco@cressetwealth.com,,List import
10968462,Inactive Investor,Kevin McMillan,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,kevin.mcmillan.rdia@statefarm.com,,Salesforce
11032448,Inactive Investor,Benjamin Gardner,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",benjamin.gardner@lfg.com,,Salesforce
11066013,Inactive Investor,John Chapman,,Sisung Securities Corporation,jake@sisung.com,,Salesforce
10763526,Inactive Investor,John Puthenveetil,Financial Advisor,"Wells Fargo Clearing Services, LLC Orland Park IL 15255 S 94th Ave",john.p.puthenveetil@wellsfargoadvisors.com,,Salesforce
341294,,Michael Reidler,"Partner, Chief Financial Officer",Bedford Ridge Capital,michael@bedfordridgecapital.com,847-345-2948,Manual List Upload
10777237,Inactive Investor,Ingrid Veras,Portfolio Associate,Morgan Stanley Miami FL 9130 S Dadeland Blvd,ingrid.y.veras@morganstanley.com,,Salesforce
219364,,hyewon kim,,[Unknown],ture_@naver.com,,
10759315,Inactive Investor,Ryan Smith,,Jefferies LLC Boston MA 125 High St,rsmith@jefferies.com,,Salesforce
10645383,,Ryan Hemker,,,ryan.hemker@mfin.com,,List Import
11114885,Inactive Investor,Thomas Wellborn,,"Truist Investment Services, Inc. Murfreesboro TN 104 Heritage Park Dr",dwellborn@truist.com,,Salesforce
11235053,Inactive Investor,Thomas Jones,Partner;Relationship Manager,Cerity Partners LLC Alpharetta GA 13010 Morris Rd,,,Salesforce
11140697,Inactive Investor,Dong Chul Kim,,Citigroup Global Markets Inc.,,,Salesforce
11191664,Inactive Investor,Janice Donaubauer,Senior Financial Planning Consultant,"Raymond James & Associates, Inc. Fort Smith AR 6501 Phoenix Ave",janice.donaubauer@raymondjames.com,,Salesforce
9559084,,Ronald Evans,,,revans@qainvest.com,,List import
10917184,Inactive Investor,Eric Bober,,LPL Financial LLC,eric.bober@lpl.com,,Salesforce
211813,,Aset Bey,CEO,Parker Strategies,cbunn130@gmail.com,,Content
10852823,Inactive Investor,Kharay Kenyatta,,Goldman Sachs & Co.,,,Salesforce
10858224,Inactive Investor,Amanda Mckenna,Authorized Officer;Client Service Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,amanda.mckenna@ubs.com,,Salesforce
9593053,,David Haddock,,,dvlsh@pacbell.net,,List import
11079542,Inactive Investor,Christopher Butler,,"First Horizon Advisors, Inc.",cbbutler@ftbadvisors.com,,Salesforce
11153994,Inactive Investor,William Thompson,Assistant Vice President;Financial Advisor;Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,william.thompson@morganstanley.com,,Salesforce
11156252,Inactive Investor,Thomas Migdale,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",thomas.migdale@equitable.com,,Salesforce
10949839,Inactive Investor,Tyler Simon,,Fidelity Brokerage Services LLC,,,Salesforce
10972552,Inactive Investor,Cameron Feyrer,,Founders Financial Securities LLC Athol MA 2070 Main St,,,Salesforce
9554987,,Thomas Rzepka,,,captaintrz@yahoo.com,,
10953177,Inactive Investor,Austin Stoll,Client Liaison,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,austin.stoll@ubs.com,,Salesforce
11152075,Inactive Investor,Steven Shipman,,State Farm VP Management Corp. Blue Springs MO 2690 SW State Rte 7,,,Salesforce
11190018,Inactive Investor,Jemoy Cort,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10946696,Inactive Investor,Steven Eilen,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",steven.eilen@gwrs.com,,Salesforce
10833843,Inactive Investor,Cynthia Moll,Client Service Associate,"Ameriprise Financial Services, LLC New Orleans LA 1100 Poydras St",cynthia.moll@ampf.com,,Salesforce
10976821,Inactive Investor,Marco Franco Velazco,,J.P. Morgan Securities LLC Culver City CA 9801 Washington Blvd,m.franco@chase.com,,Salesforce
10791420,Inactive Investor,Nicolas Rodriguez,,Goldman Sachs & Co.,,,Salesforce
11000896,Inactive Investor,Peter Buhl,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11145056,Inactive Investor,Robert Sileo,Investment Advisor,"Western International Securities, Inc. Miami FL 201 S Biscayne Blvd",,,Salesforce
10859851,Inactive Investor,Kunal Motiani,,Citigroup Global Markets Inc.,kunal.motiani@citi.com,,Salesforce
11165986,Inactive Investor,Justin Goodro,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,jgoodro@primerica.com,,Salesforce
11042640,Inactive Investor,Drew Ditty,,"Allstate Financial Services, LLC Ocala FL 2201 SE 30th Ave",drewditty@allstate.com,,Salesforce
10926276,Inactive Investor,Amy LoCascio,Chief Compliance Officer;Managing Partner,"Eamon Capital Management, LLC",,,Salesforce
10760891,Inactive Investor,Benjamin Brooks,,"Capital Investment Group, Inc.",bbrooks@capital-invest.com,,Salesforce
11018256,Inactive Investor,Lukas Mccalla,,"Mutual Securities, Inc. Memphis TN 5100 Poplar Ave",lukas.mccalla@mutualsecurities.com,,Salesforce
11143911,Inactive Investor,Lori Olson,Financial Advisor,Edward Jones Angola IN 1975 W 100 N,lori.olson@edwardjones.com,,Salesforce
9586229,,Kenneth Shapiro,,,kshapiro@shapirofsg.com,,List import
10656718,,Melanie Mousheh,,,melanie.mousheh@fmr.com,,List Import
9594552,,Mark Karpilovsky,,,markk@trisys.com,,List import
11053569,Inactive Investor,Mark Stern,Chief Compliance Officer;Principal,Stone Ridge Advisors,,,Salesforce
5103042,,Gary Bebell,,,gary@bebell.net,2038584964,Web Form Fillout
11208294,Inactive Investor,John Lopez,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Evanston IL 1560 Sherman Ave",john.lopez@tiaa.org,,Salesforce
11168659,Inactive Investor,Nicholas Magistro,,"Garden State Securities, Inc.",nmagistro@gardenstatesecurities.com,,Salesforce
9575649,,vita lik,,,vasexi8527@zcai55.com,,List import
10813524,Inactive Investor,Richard Kosai,Financial Advisor,LPL Financial LLC Irvine CA 1 Park Plz,richard.kosai@lpl.com,,Salesforce
9565473,,slavco popgosev,,,slavco.popgosev@gmail.com,,List import
11119009,Inactive Investor,Kenneth Schiller,,NYLIFE Securities LLC Richland WA 295 Bradley Blvd,,,Salesforce
9605414,,Timothy Gannon,,,tgannon@federatedinv.com,,List import
10845197,Inactive Investor,Christopher Grande,Financial Planner;Principal,"Walnut Hill Advisors, LLC",chris@walnuthilladvisorsllc.com,,Salesforce
227901,, -,,[[Unknown]],oonaaz@gmail.com,,Direct
11038392,Inactive Investor,Adam Bryan,,"McDermott Investment Services, LLC North Hills CA Private Residence",abryan@mcdermottadvisors.com,,Salesforce
11052868,Inactive Investor,Ricardo Eboli-Kodesh,First Vice President - Investments,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,ricardo.ebolikodesh@ubs.com,,Salesforce
9641605,,William Berry,,,wrberry@ncinternet.net,,List import
9557674,,Cynthia Nofi,,,cindy.nofi@suntrust.com,,List import
10951756,Inactive Investor,Elizabeth Stancil,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,elizabeth_stancil@vanguard.com,,Salesforce
10830884,Inactive Investor,Anthony Palumbo,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",anthony.palumbo@ampf.com,,Salesforce
11010344,Inactive Investor,Douglas Rechtine,Financial Professional,"MML Investors Services, LLC Toledo OH 7659 Kings Pointe Rd",drechtine@financialguide.com,,Salesforce
9637334,,Giancarlo Castillo,,,lugicas05@gmail.com,,List import
9595170,,Donald Peppler,,,dpeppler@windcm.com,,List import
10964406,Inactive Investor,Steven Gonzalez,Client Service Associate,LPL Financial LLC San Diego CA 16870 W Bernardo Dr,steven.gonzalez@lpl.com,,Salesforce
9583280,,John Tucker,,,john@tuckersmoldpolishing.com,,List import
11040191,Inactive Investor,Mary Kelly,Chief Executive Officer;Investment Advisor Representative,"Kelly Wealth Management, Inc.",,,Salesforce
10826042,Inactive Investor,Keith Schaefbauer,,Commonwealth Financial Network Sioux Falls SD 2401 W Trevi Pl,kschaefbauer@commonwealth.com,,Salesforce
11219068,,Renee Yaroch,,,renee.yaroch@hantzgroup.com,,Other
10856394,Inactive Investor,John Mcauliffe,Owner,McAuliffe Capital Management,,,Salesforce
11161331,Inactive Investor,Jeffry Olson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",jeffry.d.olson@wellsfargo.com,,Salesforce
9581053,,Josh Kenter,,,jkenter@yahoo.com,,List import
10988870,Inactive Investor,John Pekar,Financial Advisor,PFS Investments Inc. Elk Grove Village IL 1100 Nerge Rd,john.pekar@primerica.com,,Salesforce
10928246,Inactive Investor,Grant Smith,Financial Advisor,Financial Advocates Investment Management Napa CA 513 Lincoln Ave,gsmith@financialadvocates.com,,Salesforce
189818,,Kent Kachigan,,[Unknown],kentnkachigian@gmail.com,,source
11182150,Inactive Investor,Jacqueline Reese,Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,jacqueline.reese@ubs.com,,Salesforce
10991307,Inactive Investor,Chao Zhang,Chief Compliance Officer;Chief Investment Officer;Managing Member,Think Different Wealth Advisors LLC,chao@thinkdifferentwealth.com,,Salesforce
11046851,Inactive Investor,Carsten Glas,,"Ameritas Investment Company, LLC Folsom CA 620 Coolidge Dr",carsten.glas@ameritas.com,,Salesforce
11144386,Inactive Investor,Frederick Muller,Chief Compliance Officer;Chief Executive Officer;Portfolio Manager;President;Principal,Chatham Capital Group Inc,rick.muller@chathamcapitalgroup.com,,Salesforce
10908799,Inactive Investor,Jeffrey Myers,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 1201 Pacific Ave",jeffrey.i.myers@bofa.com,,Salesforce
10903993,Inactive Investor,Yanyan Evans,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,yanevans.team@fidelity.com,,Salesforce
9547640,,Tamra Wener,,,twener@rwfinancialplanning.com,,List import
10840174,Inactive Investor,Lorenna Gonzalez Ellison,Registered Operations Leader,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",lorenna.ellison@ampf.com,,Salesforce
9618709,,Glenn Koach,,,gkoach@concisecapital.com,,List import
9575890,,Dannelle-Mimi Phan,,,dmimiphan@gmail.com,,List import
10760264,Inactive Investor,Bryan Momsen,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",bryan.momsen@schwab.com,,Salesforce
11114326,Inactive Investor,Edmund Delorenzo,,Cetera Financial Specialists LLC Midland Park NJ 32 Central Ave,edmund.delorenzo@ceterafs.com,,Salesforce
341845,,Randy Korth,Senior Wealth Advisor,"Allen Capital Group, Llc",randy@allencapgroup.com,308-385-1500,Manual List Upload
11220274,,Shannon Borum,,,sborum@agincourtcapital.com,,Other
11232336,Inactive Investor,Melissa Cook,,"MML Investors Services, LLC Ocala FL 8413 SW 80th St",,,Salesforce
10999927,Inactive Investor,Jeremy Henley,,State Farm VP Management Corp. Oklahoma City OK 114 NW 6th St,,,Salesforce
9645343,,Jon Finning,,,jonfinning@hotmail.com,,List import
9617104,,Adam Mikkelson,,,amikkelson@cambercapital.com,,List import
11177745,Inactive Investor,Leslie Wood,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",leslie.wood@nm.com,,Salesforce
9604576,,Clay Surovek,,,clay@surovekgallery.com,,List import
11019557,Inactive Investor,Matthew Ran,,"Kovitz Investment Group Partners, LLC Southfield MI 2 Towne Sq",,,Salesforce
11159681,Inactive Investor,Cole Oliver,Client Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",cole.oliver@rbc.com,,Salesforce
11121093,Inactive Investor,Jessica Hogan,,State Farm VP Management Corp. Columbia SC 4429 Broad River Rd,,,Salesforce
9561269,,HanChang Chiu,,,rororopo2001@gmail.com,,List import
373179,,Jonathan Cruse,,[Unknown],jcruse4413@gmail.com,,source
11033671,Inactive Investor,Lingyan Feng,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",lesley.feng@tfaconnect.com,,Salesforce
9608268,,Peter Siedlatzek,,,siedlatzek@wss-redpoint.com,,List import
10904940,Inactive Investor,Larry Burgess,,"Osaic Wealth, Inc. Richardson TX 2435 N Central Expy",,,Salesforce
10921447,Inactive Investor,Joshua Ferreira,Financial Advisor,LPL Financial LLC Hamden CT 2319 Whitney Ave,joshua.ferreira@lpl.com,,Salesforce
11077855,Inactive Investor,Diego Icaza Rode,Associate Banker,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10829502,Inactive Investor,Michael Fassi,Investment Advisor Representative;Registered Principal,"Centaurus Financial, Inc. Windsor CO Private Residence",,,Salesforce
9360895,,Subodh Bhandari,,,subodh.bhandari2004@gmail.com, +85298791930,Web Form Fillout
10776462,Inactive Investor,Joe Kercheville,Chief Executive Officer;President,Kercheville Advisors LLC,joeb@kercheville.com,,Salesforce
9581094,,Karen Schotter,,,karen.schotter@valic.com,,List import
11154549,Inactive Investor,Ansel Sitton,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11069857,Inactive Investor,Paul Regan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,paul.regan@fmr.com,,Salesforce
349668,,Kevin Green,Partner,"Ttcp Management Services, Llc",kgreen@triple-tree.com,952-540-4500,Manual List Upload
10845660,Inactive Investor,Brian Limborg,,"Advanced Advisor Group, LLC",,,Salesforce
9565974,,Pamela Sarney,,,psarney@sigmarep.com,,List import
11197225,Inactive Investor,Meghan Cavanaugh,,LPL Financial LLC Doylestown PA 165 W Ashland St,meghan.cavanaugh@lpl.com,,Salesforce
10895569,Inactive Investor,Luis Rosa,Chief Compliance Officer;Financial Planner;Founder,Build A Better Financial Future LLC Pasadena CA 1055 E Colorado Blvd,luis@buildabetterfinancialfuture.com,,Salesforce
10837364,Inactive Investor,Robert Fink,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,rfink@rockco.com,,Salesforce
10805334,Inactive Investor,Steven Schmitz,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Schmitz Capital Partners, LLC",,,Salesforce
220499,,Curtis Stowers,"Chief Compliance Officer, Financial Planner, Principal","F5 Financial Planning, L.L.C.",curt@f5fp.com,,
9626048,,Anthony Ayala,,,anthony.ayala.sanchez@gmail.com,,List import
11152825,Inactive Investor,Dennis Zator,,Newbridge Securities Corporation,dzator@newbridgesecurities.com,,Salesforce
11053114,Inactive Investor,Stephany Chen,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,stephany.chen@jpmorgan.com,,Salesforce
9637590,,St?ephane Gibert,,,sg@coges.com,,List import
11195848,Inactive Investor,Daniel Thies,,"Osaic Wealth, Inc. Appleton WI 4321 W College Ave",,,Salesforce
10943873,Inactive Investor,Gregory Grunsted,,Van Clemens & Co. Incorporated,ggrunsted@vanclemens.com,,Salesforce
10976325,Inactive Investor,John Schmitt,,"U.S. Bancorp Investments, Inc. Reedsburg WI Private Residence",john.schmitt@usbank.com,,Salesforce
10995775,Inactive Investor,Mercedy Nguyen,,J.P. Morgan Securities LLC Houston TX 600 Travis St,mercedy.nguyen@jpmorgan.com,,Salesforce
10773564,Inactive Investor,Eric Frappier,Financial Advisor,"Wells Fargo Clearing Services, LLC Providence RI 1 Citizens Plz",eric.frappier@wellsfargoadvisors.com,,Salesforce
11110593,Inactive Investor,Cooper Couch,,State Farm VP Management Corp. Macon GA 1515 Bass Rd,,,Salesforce
11053670,Inactive Investor,Martha Castro-Quintero,,"Farmers Financial Solutions, LLC Glendora CA 420 W Baseline Rd",mcastro@farmersagent.com,,Salesforce
10756166,Inactive Investor,Bryan Monks,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",bryan.monks@ml.com,,Salesforce
9616456,,Joseph Boroski,,,joeboroski@yahoo.com,,List import
9554675,,Ethan Mechling,,,mechling.ethan@principal.com,,List import
9612773,,James Palanza,,,palanza@gmail.com,,List import
9643006,,Nicolò Masiero,,,nicomasieros@gmail.com,,List import
10792195,Inactive Investor,Terrance Holmes,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",terrance.holmes@truist.com,,Salesforce
11001334,Inactive Investor,Troy Fonseca,,LPL Financial LLC Syosset NY 6851 Jericho Tpke,troy.fonseca@lpl.com,,Salesforce
11147422,Inactive Investor,Gaetano Cannata,Financial Advisor;Financial Professional,Money Concepts Capital Corp Feeding Hills MA 14 S Westfield St,gcannata@moneyconcepts.com,,Salesforce
11045442,Inactive Investor,Jacob Heuett,Financial Advisor,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",jacob.w.heuett@wellsfargoadvisors.com,,Salesforce
9593919,,Ryan Worch,,,rworch@worchcapital.com,,List import
10922993,Inactive Investor,Beth Peacock Muller,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",peacock-muller@schwab.com,,Salesforce
8480663,,George Alexakos,,Hildreth Group,alexakos.g@gmail.com,(203) 698-2533,List Import
11017188,Inactive Investor,Sean Sweet,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC",ssweet@cressetcapital.com,,Salesforce
11040116,Inactive Investor,David Himebaugh,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,dhimebaugh@rwbaird.com,,Salesforce
11028536,Inactive Investor,Bleau Hoge,Financial Advisor,LPL Financial LLC Bismarck ND 2710 State St,bleau.hoge@lpl.com,,Salesforce
9621453,,Margaret Foster,,,mkf2626@gmail.com,,List import
11024955,Inactive Investor,Amanda Fabus,,"Signature Estate Securities, Inc.",,,Salesforce
10901251,Inactive Investor,Joe Connell,Financial Advisor,Public Safety Financial/Galloway,joe@galloway911.com,,Salesforce
10852705,Inactive Investor,Jeffrey Boysen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",jeffrey.p.boysen@ml.com,,Salesforce
11161501,Inactive Investor,James Langenkamp,,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,jim.langenkamp@thrivent.com,,Salesforce
10768205,Inactive Investor,Donald Johnson,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",donald.johnson1@wellsfargoadvisors.com,,Salesforce
9601952,,John Flaxel,,,jflaxel@gmail.com,,List import
10784333,Inactive Investor,Jeffrey Plumb,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeffrey.plumb@fidelity.com,,Salesforce
11063959,Inactive Investor,Alexander Jarrett,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10836429,Inactive Investor,Dallas Fox,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",dallas_fox@ml.com,,Salesforce
9540648,,Steve Van Til,,,stevet@vulcan.com,,List Import
11189170,Inactive Investor,Lisa Miller,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",lisa-d.miller@equitable.com,,Salesforce
11218965,,Michael Bearducci,,,bearduccim@ceteranetworks.com,,Other
9559163,,Thaddeus Braun,,,tbraun@formulafolios.com,,List import
10921641,Inactive Investor,Vasilios Rajendra,Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",vasilios.rajendra@raymondjames.com,,Salesforce
11258753,Inactive Investor,Eric Harbor,Owner/CEO,Tolida Enterprises,eric@tolidaenterprises.com,,Salesforce
9544049,,Francois Vanier,,,francois.vanier@videotron.ca,,List import
233535,, -,,[[Unknown]],henryjzski@gmail.com,,
10661495,,Robert Bice,,,rbice@oakmtnadvisors.com,,List Import
11193844,Inactive Investor,Obinna Omenyi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",,,Salesforce
11055371,Inactive Investor,Ryan Bouchard,,"Cambridge Investment Research, Inc. Plainfield CT 94 Norwich Rd",rbouchard@cambridgesecure.com,,Salesforce
10846543,Inactive Investor,Calixto Perez,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",,,Salesforce
11034171,Inactive Investor,Noel Garcia,,"Allstate Financial Services, LLC Burlingame CA 1502 Adeline Dr",noelgarcia1@allstate.com,,Salesforce
11075041,Inactive Investor,Rodger Goldman,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,rgoldman@janney.com,,Salesforce
10870244,Inactive Investor,Gregory Meadows,,"Truist Investment Services, Inc. Charleston WV 300 Summers St",gregory.meadows@truist.com,,Salesforce
9557352,,William Greene,,,billg@greenecapital.com,,List import
10787009,Inactive Investor,Karen Weinhold,Private Client Specialist,TD Private Client Wealth LLC Manchester NH 300 Franklin St,karen.weinhold@td.com,,Salesforce
10786439,Inactive Investor,Thomas Beckley,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,thomas.g.beckley@jpmorgan.com,,Salesforce
9578634,,Lawrence Mcgowan,,,ltmcgowan@arborcapitalmgt.com,,List import
10882319,Inactive Investor,Victor Imoh,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
11112800,Inactive Investor,Darren Washington,Senior Relationship Manager,"Principal Securities, Inc. Saint Louis MO 625 Maryville Centre Dr",washington.darren@principal.com,,Salesforce
11047187,Inactive Investor,Christina Crites,Registered Client Associate,"Wells Fargo Clearing Services, LLC Cumberland MD 217 Glenn St",christina.crites@wellsfargoadvisors.com,,Salesforce
10761208,Inactive Investor,David Helsel,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",david_helsel@ml.com,,Salesforce
10870195,Inactive Investor,John Carbone,,LPL Financial LLC Brooklyn NY 122 Ashland Pl,john.carbone@lpl.com,,Salesforce
10909027,Inactive Investor,Sean Buchanan,,"OneAmerica Securities, Inc. Menifee CA Private Residence",,,Salesforce
11230195,Inactive Investor,Vladimir Juste,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,vjuste@ft.newyorklife.com,,Salesforce
11102612,Inactive Investor,Jamie Rosemann,,"First Citizens Investor Services, Inc. Blythewood SC 201 Blythewood Rd",jamie.rosemann@firstcitizens.com,,Salesforce
57309,,Michael Yoder,Chief Compliance Officer And Chief Financial Officer,Yoder Wealth Management,michael@yoderwm.com,925-691-5600,Manual List Upload
11023551,Inactive Investor,Christopher Parisi,,TradeWeb L.L.C,christopher.parisi@tradeweb.com,,Salesforce
10659207,,Jason Meyer,,,jason.meyer@nm.com,,List Import
10787449,Inactive Investor,Tracy Maitland,Chief Executive Officer;Managing Member;President,"Advent Capital Management, LLC",tmaitland@adventcap.com,,Salesforce
104577,,Max Blake,,blakes,liquidxwake@gmail.com,(561) 613-7796,
350603,,Darlene Karis,"Director Of Human Resources, Boston",Ta Associates,dkaris@ta.com,617-574-6700,Manual List Upload
345408,,Scot Cone,"Executive Vice President, Investments, Director, Insurance & Risk Management","9258 Wealth Management, Llc",scot@9258wealth.com,513-791-9258,Manual List Upload
11143269,Inactive Investor,Alexander Manuel,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",alexander.manuel@prudential.com,,Salesforce
11093079,Inactive Investor,Geoff Howard,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",geoff.howard@wellsfargo.com,,Salesforce
11055407,Inactive Investor,Michael Andreotti,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley San Diego CA 16644 W Bernardo Dr,michael.andreotti@morganstanley.com,,Salesforce
10802484,Inactive Investor,Marc Ferrari,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",marc_ferrari@ml.com,,Salesforce
9605822,,Steven Baumgarten,,,steven.baumgarten@pnc.com,,List import
10656690,,Dan Omalley,,,daniel.omalley@morganstanley.com,,List Import
11101258,Inactive Investor,Kathrina Clark,,PFS Investments Inc. Surprise AZ 12213 W Bell Rd,kclark@primerica.com,,Salesforce
9643238,,RADJKOEMAR Bradley,,,reomur.bradley@gmail.com,,List import
10836292,Inactive Investor,Walid Petiri,Managing Member;Owner,"Financial Management Strategies, LLC",walid@fmsadvisors.com,,Salesforce
11071693,Inactive Investor,Michael Blackmore,Investment Advisor Representative,"DMK Advisor Group, Inc. Kearney MO Private Residence",mike.blackmore@dmkadvisorgroup.com,,Salesforce
10860810,Inactive Investor,Neil Grossman,Chief Compliance Officer;Member;Owner,INDFIN LLC,ngrossman@neilgrossmancfp.com,,Salesforce
11097145,Inactive Investor,John Hilger,,"Farmers Financial Solutions, LLC Mannford OK 42 N Basin Rd",,,Salesforce
11217350,,Matthew Black,,,mblack@htk.com,,Other
11183095,Inactive Investor,Joann Snider,,"Allstate Financial Services, LLC Monroeville PA 2651 Monroeville Blvd",joannsnider@allstate.com,,Salesforce
10918150,Inactive Investor,Stephen Carson,Financial Advisor,LPL Financial LLC Wantagh NY Private Residence,stephen.carson@lpl.com,,Salesforce
10509917,,Camille Stafford,Corporate Communications,Nasdaq,camille.stafford@nasdaq.com,,List Import
10807045,Inactive Investor,James Kelly,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",james_j_kelly@ml.com,,Salesforce
10657195,,Kayana Williams,,,kayanashemerewilliams@primerica.com,,List Import
10781848,Inactive Investor,Patrick Byrne,,Goldman Sachs & Co.,patrick.byrne@gs.com,,Salesforce
9636501,,Andrew Sherman,,,asherman@segaladvisors.com,,List import
11238266,Inactive Investor,Michael Trnka,,"Focus Financial, LLC",mtrnka@focusfinancial.com,,Salesforce
9648027,,Yi?it Çelik,,,caddeci_1907@hotmail.com,,List import
1001722,Inactive Investor,Drew Marcus,"Founder, Managing Partner & Portfolio Manager",Sugarloaf Rock Capital,drewmarcus@slrock.com, +1 203 629 0710,
10825295,Inactive Investor,Andy Boersma,Associate,Thrivent Investment Management Inc. Spicer MN 209 Manitoba St,andy.boersma@thrivent.com,,Salesforce
9574743,,Jared Lapham,,,lapham.jared@principal.com,,List import
10841030,Inactive Investor,David Cormier,Vice President,LPL Financial LLC Waltham MA 51 Sawyer Rd,david.cormier@lpl.com,,Salesforce
11028281,Inactive Investor,Matthew Escobar,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",matthew.escobar@equitable.com,,Salesforce
36947,,Matthew Galasso,,"MML Investors Services, LLC",mgalasso@financialguide.com,732-751-3085,
11207356,Inactive Investor,Kenneth Wachter,,"Raymond James Financial Services, Inc. Bristol PA 2 Canals End Rd",kenneth.wachter@raymondjames.com,,Salesforce
11229012,Inactive Investor,Justin Cochran,,Edward Jones Anderson CA 2615 Ganyon Dr,,,Salesforce
11031002,Inactive Investor,Rafael Chavarin,,PFS Investments Inc. Phoenix AZ 10000 N 31st Ave,rafael.chavarin@primerica.com,,Salesforce
10944717,Inactive Investor,Andrew Weaver,Client Relationship Associate,Janney Montgomery Scott LLC Pinehurst NC 125 Fox Hollow Rd,dweaver@janney.com,,Salesforce
11097003,Inactive Investor,Nicolas Amato,Chief Risk Officer,"Bramshill Investments, LLC",nicolas@bramshillinvestments.com,,Salesforce
10956376,Inactive Investor,Stephen Ochieng,,Citigroup Global Markets Inc.,,,Salesforce
204984,,Morteza Tehrani,,[Unknown],m.tehrani78@gmail.com,,source
10989264,Inactive Investor,Anthony Speth,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11115797,Inactive Investor,Kenneth Nager,,"Cadaret, Grant & Co., Inc. Old Bridge NJ 200 Perrine Rd",,,Salesforce
11018449,Inactive Investor,Ryan Wistrom,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
341430,,Anthony Greco,Chief Operating Officer,Breckinridge Capital Advisors Inc,agreco@breckinridge.com,617-443-0779,Manual List Upload
10992680,Inactive Investor,Wesley Billings,Personal Banker,"Fifth Third Securities, Inc. Matthews NC 1818 Matthews Township Pkwy",wesley.billings@53.com,,Salesforce
10891184,Inactive Investor,Tiffanie Hinson,Financial Advisor,"Wells Fargo Clearing Services, LLC West Des Moines IA 655 S 50th St",tiffanie.sandershinson@wellsfargo.com,,Salesforce
10959829,Inactive Investor,John Paul Sayah,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9557589,,Lindsey Schaefer,,,charylhosk@gmail.com,,List import
11006067,Inactive Investor,Daniel Biele,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",daniel.biele@prudential.com,,Salesforce
11186951,Inactive Investor,Douglas Smith,,"Farmers Financial Solutions, LLC Marion IL 1107 N Court St",dsmith7@farmersagent.com,,Salesforce
10531918,,Max Avery,,,max@digitalfamilyoffice.io,,Web Form Fillout
11222422,,Matthew Ramer,,,mramer@commonwealth.com,,List Import
10752913,Inactive Investor,Tania Campbell-Cruser,Financial Advisor,Edward Jones Maxwell IN 228 N Main St,tania.cruser@edwardjones.com,,Salesforce
10854332,Inactive Investor,Diane Holt,Associate Financial Advisor,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,dholt@dadco.com,,Salesforce
11220173,,Pranav Mathur,,,pmathur@ayco.com,,Other
10884325,Inactive Investor,Julie Lancaster,,"Truist Investment Services, Inc. Carolina Beach NC 7 N Lake Park Blvd",julie.lancaster@truist.com,,Salesforce
10753091,Inactive Investor,Daniel Colwill,Associate Advisor,Phillips and Company Advisors LLC,dcolwill@phillipsandco.com,,Salesforce
11200696,Inactive Investor,Clark Gay,Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC Overland Park KS 7600 W 110th St",clark.gay@vwa-llc.com,,Salesforce
10930701,Inactive Investor,Jeremy West,,"WesBanco Securities, Inc. Wheeling WV 1 Bank Plz",,,Salesforce
10754392,Inactive Investor,Eliza Luch,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,eliza.luch@ubs.com,,Salesforce
4551953,,mii na,,,basejab531@cadolls.com,,Web Form Fillout
9646542,,Cleveland Penn II,,,helmetz213@gmail.com,,List import
10880903,Inactive Investor,Milind Vaidya,,"Cambridge Investment Research, Inc. Leawood KS 12405 Beverly St",,,Salesforce
9590711,,Dimitri Michalopoulos,,,dimitri@waratahcap.com,,List import
10492031,,Faisal Mahmood,,,faisal@holidayweekly.pk,,Web Form Fillout
10790817,Inactive Investor,James Finney,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",bfinney@financialguide.com,,Salesforce
9643603,,Wahyu Suharto,,,wahyusuharto5514@gmail.com,,List import
9543751,,Jennifer Dagenais,,,jen.0829@hotmail.com,,List import
10895093,Inactive Investor,Jason Nazzaro,,"Osaic Wealth, Inc. Palm Beach Gardens FL 3801 PGA Blvd",,,Salesforce
11070652,Inactive Investor,Cameron Betz,Financial Planning Assistant,"Ameriprise Financial Services, LLC Topeka KS 601 S Kansas Ave",cameron.betz@ampf.com,,Salesforce
10809440,Inactive Investor,William Schumann,,Cetera Financial Specialists LLC Wheaton IL 214 W Willow Ave,,,Salesforce
10947313,Inactive Investor,Andrew Buschle,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",andrew.buschle@bofa.com,,Salesforce
9578923,,Lisa Gabriel,,,lgabriel@pinaforewealth.com,,List import
10756813,Inactive Investor,Beth Mason,Assistant Vice President;Director,Morgan Stanley Frederick MD 30 W Patrick St,beth.mason@morganstanley.com,,Salesforce
11055375,Inactive Investor,Gregory Zimmerman,Assistant Vice President,LPL Financial LLC,gregory.zimmerman@lpl.com,,Salesforce
183977,,Bilal Abdallaoui,,[Unknown],bilal.abdallaoui@gmail.com,,Paid Social
352235,,Jason Helfstein,"Managing Director, Senior Analyst, Internet sector",Oppenheimer & Co. Inc.,jason.helfstein@opco.com,212-668-8000,Manual List Upload
9624013,,Kasra Sadeghi,,,kasra.sadeghi@rocketmail.com,,List import
9549431,,Andrew Gentile,,,andrewkgentile@gmail.com,,List import
10999610,Inactive Investor,Robbie Hicks,,PFS Investments Inc. Allentown PA 7310 Tilghman St,,,Salesforce
11178477,Inactive Investor,Price French,Investment Advisor Representative,Commonwealth Financial Network Durham NC 1816 Front St,pfrench@commonwealth.com,,Salesforce
10849039,Inactive Investor,Regina McCann Hess,,LPL Financial LLC Malvern PA 1 Country View Rd,regina.hess@lpl.com,,Salesforce
10486461,,Colby Brown,Regional Leader,PFS Investments Inc.,colby.brown@primerica.com,,List Import
9549832,,Talor Zamir,,,talorzamir@gmail.com,,List import
11159355,Inactive Investor,Brendan Reddy,,J.P. Morgan Securities LLC Pittsburgh PA 8990 Duncan Ave,brendan.reddy@jpmorgan.com,,Salesforce
10909880,Inactive Investor,Danielle Schultz,Financial Advisor;President;Principal;Shareholder,"Haven Financial Solutions, Inc",dschultz@havenfinancialsolutions.com,,Salesforce
11104218,Inactive Investor,Matthew Willis,Principal,Visionary Wealth Management LLC,,,Salesforce
10977780,Inactive Investor,Russ Anderson,,"Osaic Wealth, Inc. Greeley CO 706 62nd Ave",,,Salesforce
9590740,,Mike Hamilton,,,mhamilton@brileywealth.com,,List import
10618915,,John Mullarkey,,,john.mullarkey@morganstanley.com,,List Import
9610491,,YongHyun Kim,,,jiagoro@gmail.com,,List import
10966546,Inactive Investor,Robert Hankla,Senior Director - Wealth Management,"The Mather Group, LLC Knoxville TN 2095 Lakeside Centre Way",,,Salesforce
10993362,Inactive Investor,Katelyn Morley,Financial Analyst,Shade Tree Advisors LLC,kmorley@shadetreeadvisors.com,,Salesforce
11107498,Inactive Investor,Lauren Michel,Private Client Advisor,J.P. Morgan Securities LLC Houma LA 1402 Saint Charles St,lauren.michel@jpmorgan.com,,Salesforce
11070690,Inactive Investor,Robert Smith,,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",,,Salesforce
10998047,Inactive Investor,James Melby,,Cetera Investment Services LLC Frederick MD 1990 Monocacy Blvd,,,Salesforce
10902157,Inactive Investor,Crystal Oculee,Wealth Manager,"Confidence Wealth Management, LLC",mae@icwm.com,,Salesforce
11221719,,Daniel Axelrod,,,daniel.axelrod@alliancebernstein.com,,List Import
10770317,Inactive Investor,Nicholas Finn,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,nicholas.finn@ubs.com,,Salesforce
10931105,Inactive Investor,Christy Fabian,Chief Compliance Officer;Chief Human Resources Officer,Fidelis Capital,,,Salesforce
11195930,Inactive Investor,Dora Lopez,,"Kestra Investment Services, LLC Artesia NM 202 W Texas Ave",,,Salesforce
10810066,Inactive Investor,Gregory Horn,,LPL Financial LLC Lawrenceburg IN Private Residence,greg.horn@lpl.com,,Salesforce
245878,,Not Provided,"Director, National Cybersecurity",Office of the National Cyber Director,matthew.j.cronin@ncd.eop.gov,,Manual List Upload
10766428,Inactive Investor,Jon Collins,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",jon.collins@ml.com,,Salesforce
10953171,Inactive Investor,Blair Martin,Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,bcmartin@rwbaird.com,,Salesforce
9585530,,James Aguilar,,,j.aguilar@usaa.com,,List import
9544166,,Jonathan Strauss,,,jstrauss@cweil.com,,List import
9603696,,Jason Mickool,,,jason.mickool@floridafa.com,,List import
5468068,,yut tom,,,fenal54091@cnogs.com,,Web Form Fillout
9596955,,Maria Gonzalez,,,maria.gonzalez@standard.com,,List import
10801626,Inactive Investor,Lina Aiwohi,Registered Associate;Senior Client Service Associate,Morgan Stanley Honolulu HI 733 Bishop St,lina.aiwohi@morganstanley.com,,Salesforce
11015661,Inactive Investor,Elisa Rojas,,"The Leaders Group, Inc.",,,Salesforce
10600555,Inactive Investor,Richard Ciuba,PM,"Argus Investors' Counsel, Inc.",rciuba@argusinvest.com,6467475439,Web Form Fillout
10776530,Inactive Investor,Christina Paul,Executive Director - Wealth Management;Financial Advisor;Lending Specialist,Morgan Stanley New York NY 55 E 52nd St,christina.paul@morganstanley.com,,Salesforce
11075075,Inactive Investor,Melanie Anderson,Financial Advisor,LPL Financial LLC Evanston IL 1223 Hull Ter,,,Salesforce
9540344,,Earl Samson,,,esamson@lmai.com,,List Import
11049227,Inactive Investor,Antonio Villarreal,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
9633716,,Daniel Sanfulgencio de la Ossa,,,ds.delaossa@gmail.com,,List import
10769821,Inactive Investor,Mary Curry,,Morgan Stanley Alpharetta GA 3 Edison Dr,mary.curry@morganstanley.com,,Salesforce
10980759,Inactive Investor,Alexandra Chiklakis,Wealth Advisor,LPL Financial LLC Fort Myers FL 12444 Brantley Commons Ct,alexandra.chiklakis@lpl.com,,Salesforce
10845145,Inactive Investor,Tassos Recachinas,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member;President,Sophis Investments LLC,,,Salesforce
11089469,Inactive Investor,Hope Madsen,,LPL Financial LLC Bethesda MD 9000 Rockville Pike,hope.madsen@lpl.com,,Salesforce
9574779,,Nicholas Duthie,,,nicholas.duthie@securitiesamerica.com,,List import
10842704,Inactive Investor,Garrick Cashatt,,"Raymond James Financial Services, Inc. Vero Beach FL 625 Beachland Blvd",garrick.cashatt@raymondjames.com,,Salesforce
11079926,Inactive Investor,Mandy Albers,,J.P. Morgan Securities LLC Celina OH 205 W Market St,mandy.r.albers@jpmorgan.com,,Salesforce
11034334,Inactive Investor,Susan Egan,Chief Compliance Officer;Portfolio Manager,"Woloshin Investment Management, LLC",suzy@woloshinllc.com,,Salesforce
10944870,Inactive Investor,Lisa Torres,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,lisa.b.torres@chase.com,,Salesforce
11009919,Inactive Investor,Donald Daniels,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Managing Member;Portfolio Manager,"Daniels D'Amelio Investment Management Group, LLC",,,Salesforce
10788984,Inactive Investor,Peter Nerone,Anti-Money Laundering Compliance Officer;Chief Compliance Officer;Chief Executive Officer;Compliance Officer;General Principal;G,MM Ascend Life Investor Services LLC,pnerone@gaig.com,,Salesforce
9646399,,Lee Dodd,,,leepdoddjr@gmail.com,,List import
10810907,Inactive Investor,Neal Schear,Chief Investment Officer;Manager;Regulatory Contact,"Schear Investment Advisers, LLC",nschear@schearandschear.com,,Salesforce
11178741,Inactive Investor,Samuel Morrissey,Premier Banker,"Wells Fargo Clearing Services, LLC Sun City Center FL 808 N Pebble Beach Blvd",samuel.r.morrissey@wellsfargo.com,,Salesforce
10754154,Inactive Investor,Frederick Wotruba,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Minocqua WI 8613 US Hwy 51 N",fritz.wotruba@rbc.com,,Salesforce
10891003,Inactive Investor,Michael Silkowski,Financial Advisor,LPL Financial LLC Hamburg NY 5999 S Park Ave,michael.silkowski@lpl.com,,Salesforce
10796042,Inactive Investor,Jodi Wheeler,Senior Client Specialist,Robert W. Baird & Co. Incorporated Salt Lake City UT 222 S Main St,jwheeler@rwbaird.com,,Salesforce
10931757,Inactive Investor,Christopher Burnside,,"Farmers Financial Solutions, LLC Fort Collins CO 1136 E Stuart St",,,Salesforce
245752,,Not Provided,Principal,Telcom Directions,pauljfox@aol.com,,Manual List Upload
10857299,Inactive Investor,Daniel Pyle,Financial Advisor;President,Money Concepts Capital Corp McPherson KS 109 N Main St,dpyle@moneyconcepts.com,,Salesforce
11016064,Inactive Investor,Frances Chan,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,fcchan@ft.newyorklife.com,,Salesforce
11153979,Inactive Investor,Shewana Ashe,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
11197236,Inactive Investor,Vajoan Marte,,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",john.marte@prudential.com,,Salesforce
9590060,,Ania Aldrich,,,aaldrich@cambiar.com,,List import
11184244,Inactive Investor,Luis Flores,Portfolio Manager;Sales Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,luis.flores@ubs.com,,Salesforce
9646367,,thomas kim,,,takgeneral@gmail.com,,List import
11002295,Inactive Investor,Michael Zatchey,,"Osaic Institutions, Inc. Pittsburgh PA 900 Saxonburg Blvd",,,Salesforce
11206409,Inactive Investor,Anna Gregoire,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10881940,Inactive Investor,Conor Coogan,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10834623,Inactive Investor,Michael Leamon,First Vice President - Wealth Management,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,michael.leamon@ubs.com,,Salesforce
10798619,Inactive Investor,Anna Steele,Senior Complex Risk Officer,Morgan Stanley Lincoln NE 1248 O St,anna.steele@morganstanley.com,,Salesforce
11105087,Inactive Investor,Brad Burnette,Financial Advisor,Edward Jones Coos Bay OR 135 N Broadway,brad.burnette@edwardjones.com,,Salesforce
232373,, -,,[[Unknown]],gledjanmucaj84@gmail.com,,
9627288,,Michael Not Provided,,,michael_brooks@rounds.senate.gov,,List import
11092938,Inactive Investor,Ty Hysten,Financial Advisor,"VALIC Financial Advisors, Inc. Topeka KS 3615 SW 29th St",,,Salesforce
11140357,Inactive Investor,Justin Nurenberg,Financial Advisor,Edward Jones Buchanan MI 209 E Front St,justin.nurenberg@edwardjones.com,,Salesforce
11030211,Inactive Investor,Ian Magor,,"Cadaret, Grant & Co., Inc. Jericho NY 500 N Broadway",,,Salesforce
11100358,Inactive Investor,Nicholas Hathaway,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 140 E Louetta Rd",,,Salesforce
11070900,Inactive Investor,Allen Auger,President,Preservation Financial Management,,,Salesforce
11077454,Inactive Investor,Michael Ely,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.ely@lpl.com,,Salesforce
11010762,Inactive Investor,Sean Moore,,NYLIFE Securities LLC New York NY 285 Fulton St,smoore08@ft.newyorklife.com,,Salesforce
10920244,Inactive Investor,Richard Rogers,,Cetera Advisors LLC Canton MA 587 Washington St,rick.rogers@ceteraadvisors.com,,Salesforce
10831267,Inactive Investor,Matthew Kroehler,Financial Advisor,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,mkroehler@janney.com,,Salesforce
11234891,Inactive Investor,Caroline Galbraith,Director;Wealth Advisor,"Aprio Wealth Management, LLC Nashville TN 4235 Hillsboro Pike",caroline.galbraith@aprio.com,,Salesforce
10956934,Inactive Investor,Jeffrey Goodman,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jeffrey_goodman@vanguard.com,,Salesforce
374481,,Doug Fodor,,,douglas.fodor@morganstanley.com,2039792246,Salesforce
10848719,Inactive Investor,Patrick Purczynski,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 5700 Crooks Rd",patrick.j.purczynski@ampf.com,,Salesforce
10975718,Inactive Investor,Bailey Thornton,Wealth Manager,"Kinloch Capital, LLC",bailey.thornton@kinlochcapital.com,,Salesforce
11140004,Inactive Investor,Avinash Deshpande,Wealth Advisor,LPL Financial LLC East Brunswick NJ 575 Cranbury Rd,avinash.deshpande@lpl.com,,Salesforce
11044482,Inactive Investor,Rachel Feifer,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rachel.e.brenner@jpmorgan.com,,Salesforce
10909431,Inactive Investor,Mike Hornback,,State Farm VP Management Corp. Prineville OR 708 NW 3rd St,,,Salesforce
10882498,Inactive Investor,Gregory Giard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11206118,Inactive Investor,Aaron Stoner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",aaron.stoner@ml.com,,Salesforce
10781796,Inactive Investor,Yuri Demetris,,The Huntington Investment Company Cranberry Township PA 20291 Rte 19,yuri.demetris@huntington.com,,Salesforce
341297,,Jason Anderson,Assistant Treasurer,Touchstone Advisors Inc,jason.anderson@wslife.com,513-362-8000,Manual List Upload
10893373,Inactive Investor,Jermile Hayes,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,jermile.batten@fmr.com,,Salesforce
10794466,Inactive Investor,Debra Del Nero,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Torrance CA 3868 W Carson St",debra.r.delnero@ampf.com,,Salesforce
10932313,Inactive Investor,Charles Shipman,Founder;Managing Member;Managing Principal,Blue Keel Financial Planning,charlie@bluekeelfp.com,,Salesforce
11056371,Inactive Investor,Rashaan Robertson,,"TIAA-CREF Individual & Institutional Services, LLC Concord NC Private Residence",rarobertson@tiaa-cref.org,,Salesforce
9632371,,George Kaufman,,,gkaufman@chardancm.com,,List import
10861103,Inactive Investor,Mark Kollar,Chief Compliance Officer;Founder;President,"Kollar Wealth Advisors, LLC Northbrook IL 707 Skokie Blvd",mark@kwainvest.net,,Salesforce
11110836,Inactive Investor,Reilly Lee,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",reilly.lee@wellsfargoadvisors.com,,Salesforce
10650378,,Brian Jay,,,brian.jay@ms.com,2039677020,List Import
371127,,Hardik Lathiya,,India,khodaldham15@gmail.com,,Salesforce
10911575,Inactive Investor,Tyler James,,"Osaic Wealth, Inc. Springfield MO 909 E Republic Rd",,,Salesforce
10925037,Inactive Investor,Patrick Cunningham,Member,"Cunningham & Associates, LLC",pat@cunninghamonline.com,,Salesforce
208997,,Amin Ebrahimi,,[Unknown],ramzarz96@gmail.com,,
10924789,Inactive Investor,Edward Brown,,G. A. Repple & Company Saint Petersburg FL 9952 Gandy Blvd N,edward@garepple.com,,Salesforce
11182866,Inactive Investor,Jeffrey Roberts,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
9633533,,Rick Nelson,,,rick.nelson.nyc@gmail.com,,List import
10974359,Inactive Investor,David Ion,,Cetera Advisor Networks LLC Los Osos CA 2106 9th St,david.ion@ceterawealth.com,,Salesforce
9583259,,Alan Parsow,,,aparsow@elkhornpartnerslp.com,,List import
10912731,Inactive Investor,Todd Augustine,,LPL Financial LLC Woodland Hills CA 21440 Victory Blvd,todd.augustine@lpl.com,,Salesforce
194461,,A.Sibel Ilhan,,[Unknown],asi.han@icloud.com,,source
11039419,Inactive Investor,Jesus Albarran,,"Wells Fargo Clearing Services, LLC La Crescenta CA 4000 Foothill Blvd",jesus.albarran@wellsfargo.com,,Salesforce
10980595,Inactive Investor,Cameron Meyer,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",cameron.meyer@nm.com,,Salesforce
10934440,Inactive Investor,Anne Stedge-Outwater,,"Cadaret, Grant & Co., Inc. Kingston NY 175 Clinton Ave",,,Salesforce
11181145,Inactive Investor,Nora Rodriguez,Financial Advisor,Edward Jones Peoria AZ 9133 W Thunderbird Rd,nora.rodriguez@edwardjones.com,,Salesforce
9580382,,neil solomon,,,nbs0424@gmail.com,,List import
9554291,,Morton Rickless,,,msrortho1@aol.com,,List import
9541952,,Mark Cormier,,,mark.cormier@aimco.alberta.ca,,List import
10957363,Inactive Investor,Grant Clady,Associate,Edward Jones Plymouth IN 1226 S Michigan St,grant.clady@edwardjones.com,,Salesforce
10656507,,John Sias,,,john.sias@lpl.com,,List Import
10881596,Inactive Investor,Andrew Allen,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 1 Gorham Is",,,Salesforce
11144387,Inactive Investor,Jamel Gordon,Financial Advisor,"Rose Capital Advisors, LLC",jamel@rosecapitaladvisors.com,,Salesforce
11086386,Inactive Investor,Mallory Hernandez,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10614928,,Allan Rubin,Financial Advisor,,allan.rubin@morganstanley.com,,List Import
10865091,Inactive Investor,Claire Benoit,,J.P. Morgan Securities LLC San Bruno CA 1200 El Camino Real,claire.hsu@jpmorgan.com,,Salesforce
9572120,,Samuel Tisch,,,samuel.tisch@decade-llc.com,,List import
11032233,Inactive Investor,Kenneth Laneaux,Financial Advisor,Edward Jones Montgomery AL 1740 Taliaferro Trl,kenneth.laneaux@edwardjones.com,,Salesforce
10870409,Inactive Investor,James Johnson,Director;Senior Associate,Oppenheimer & Co. Inc.,,,Salesforce
10776194,Inactive Investor,Charles McKeague,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",charlie.mckeague@wellsfargoadvisors.com,,Salesforce
11105400,Inactive Investor,Benjamin Madow,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11194329,Inactive Investor,Kenneth Annaloro,,"Osaic Wealth, Inc. San Juan Capistrano CA 30921 Via Ultimo",,,Salesforce
11057077,Inactive Investor,Carlo Vasquez,,J.P. Morgan Securities LLC El Cajon CA 1133 Avocado Ave,carlo.a.vasquez@chase.com,,Salesforce
10761247,Inactive Investor,Claro Dimen,Investment Center Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",claro.dimen@ml.com,,Salesforce
10616234,,Mark Sudermann,,,mark.sudermann@ml.com,,List Import
11048670,Inactive Investor,John Ferguson,Portfolio Manager,Sky Ridge Wealth Management LLC Mt. Crested Butte CO Private Residence,,,Salesforce
11139303,Inactive Investor,Lee Bressler,,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",lee.bressler@raymondjames.com,,Salesforce
11030283,Inactive Investor,Matthew Portz,,State Farm VP Management Corp. Richardson TX 1415 State St,matt.portz.jxcy@statefarm.com,,Salesforce
11027710,Inactive Investor,Trevor Mann,,Park Avenue Securities LLC Glen Allen VA 4121 Cox Rd,trevor_mann@glic.com,,Salesforce
10945558,Inactive Investor,Matthew Devine,,"Allstate Financial Services, LLC Cumming GA 3625 Hutchinson Rd",matthewdevine@allstate.com,,Salesforce
373171,,Steven Pacheco,,[Unknown],usmcpacheco@gmail.com,,source
10644577,,Omar Haq,,,ohaq@romanowealth.com,,List Import
186219,,hans leysen,,[Unknown],hansleysen@gmail.com,,Organic Search
11023760,Inactive Investor,Barbara Heet,,"Cardinal Investments, Inc.",,,Salesforce
10888332,Inactive Investor,Minnie Huang,,Citigroup Global Markets Inc.,minnie.huang@citi.com,,Salesforce
10863424,Inactive Investor,Kevin Weaver,Managing Member;Partner,"Austin Private Wealth, LLC",kevin.weaver@austinprivatewealth.com,,Salesforce
11181258,Inactive Investor,Gwendolyn McKinney,Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley Dallas TX 8383 Preston Center Plz,gwen.mckinney@morganstanley.com,,Salesforce
11255343,Inactive Investor,Andrew Moenter,Wealth Advisor,Prime Capital Financial Batesville IN 4 E Boehringer St,,,Salesforce
10612300,,Anthony Mastronicola,Financial Advisor,,anthony.mastronicola@prudential.com,,List Import
10811667,Inactive Investor,Brian Robinson,Financial Advisor,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,,,Salesforce
10790582,Inactive Investor,Richard Benson,Business Development Manager;Financial Advisor,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",richard.benson@raymondjames.com,,Salesforce
10784758,Inactive Investor,Jay Weiner,First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",jay_weiner@ml.com,,Salesforce
370465,,Neil Johnson,Managing Partner,"Lawrence, Evans & Co., LLC",njohnson@lawrenceevans.com,,Salesforce
11185885,Inactive Investor,Bayard Dodge,Chief Compliance Officer,"Shepherd Kaplan Krochuk, LLC",,,Salesforce
11222788,,David Haman,,,david.haman@merceradvisors.com,,List Import
10910193,Inactive Investor,Danielle Knox,Financial Advisor,"Raymond James & Associates, Inc. Zanesville OH 17 N 4th St",danielle.know@raymondjames.com,,Salesforce
9579705,,Todd Spicer,,,todd.spicer@allianzlife.com,,List import
11115727,Inactive Investor,Matthew Odom,,Fidelity Brokerage Services LLC,,,Salesforce
5166893,,Michaela J. Battle,,,edisonfreeman55@gmail.com,,Web Form Fillout
10891813,Inactive Investor,Anne L'Heureux,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
11010015,Inactive Investor,Michael Cardali,Financial Advisor,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",michael.cardali@equitable.com,,Salesforce
10907920,Inactive Investor,Ho Kyung Jung,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 2824 Broadway,,,Salesforce
10487390,,Cord Adams,Wealth Advisor,"Sageview Advisory Group, LLC",cadams@sageviewadvisory.com,,List Import
1003393,Inactive Investor,Joe Perry,,Harmonic,joe@hrmnc.io,,3rd Party Lead Gen
10971093,Inactive Investor,Maria Colon,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",maria.colon@lfg.com,,Salesforce
11291399,,Samin Rai,,,samin.rai@pimco.com,,Web Form Fillout
11092070,Inactive Investor,Robert Panessiti,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,robert.panessiti@ubs.com,,Salesforce
11198065,Inactive Investor,Trenton Murfin,Financial Advisor,Edward Jones Quincy IL 126 N 30th St,trenton.murfin@edwardjones.com,,Salesforce
10799506,Inactive Investor,Kevin Boland,,NYLIFE Securities LLC Westlake Village CA 2625 Townsgate Rd,kboland@ft.newyorklife.com,,Salesforce
11183683,Inactive Investor,Christopher Woodlee,,State Farm VP Management Corp. Franklin TN 400 Sugartree Ln,christopherwoodlee@statefarm.com,,Salesforce
10804110,Inactive Investor,Marguerite Tavares,Chief Compliance Officer,Sovereign Investment Advisors LLC,,,Salesforce
10930793,Inactive Investor,Sainamratha Gorijavolu,,Evercore Group L.L.C.,,,Salesforce
10757037,Inactive Investor,James Magee,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",james.magee@ml.com,,Salesforce
11096791,Inactive Investor,Ingrid Hendershot,Chief Executive Officer;Founder;President;Regulatory Contact,"Hendershot Investments, Inc.",ingrid@hendershotinvestments.com,,Salesforce
10997582,Inactive Investor,Alfredo Cabrera,Advising Specialist,Edward Jones Northampton PA Private Residence,alfredo.cabrera@edwardjones.com,,Salesforce
10861949,Inactive Investor,Bradley Sublett,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Louisville KY 10608 Watterson Center Ct",bradley.sublett@equitable.com,,Salesforce
10795715,Inactive Investor,Kenneth Christie,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,"Spectrum Wealth Advisory Group, LLC",ken@spectrumw.com,,Salesforce
10644935,,Ciaran Cronin,,,ccronin@cantor.com,,List Import
9543299,,Chris Barnaby,,,ceejaybarnaby@gmail.com,,List import
11183559,Inactive Investor,Joshua Dunn,,"IFP Securities, LLC Lexington KY 2525 Harrodsburg Rd",,,Salesforce
9593452,,Rola Ali,,,rozalitta@hotmail.com,,List import
11213515,Inactive Investor,John Martin,Investment Advisor;Member;President,City Capital Management L.L.C. Forest VA 104 Annjo Ct,,,Salesforce
10828542,Inactive Investor,Robin Ballard,Principal,LPL Financial LLC San Diego CA 9655 Granite Ridge Dr,robin.ballard@lpl.com,,Salesforce
216114,,Danling Jiang,,[Unknown],danling.jiang@stonybrook.edu,,Event
6970803,,Della Smith,,,bimox70722@wireps.com,,Web Form Fillout
11182933,Inactive Investor,Jackson Perez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10781662,Inactive Investor,Dianne Santamaria,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,dianne.santamaria@jpmorgan.com,,Salesforce
11020809,Inactive Investor,Michael Appel,Financial Representative,"Principal Securities, Inc. Seattle WA 520 Pike St",,,Salesforce
9564583,,Sarah Ott,,,sarah.ott@thrivent.com,,List import
43710,,Thomas Massnick,Financial Consultant,Thrivent Investment Management Inc.,thomas.massnick@thrivent.com,262-567-2940,
10809776,Inactive Investor,David Finnestad,Owner,Finnestad Financial,,,Salesforce
11058453,Inactive Investor,Terry Keith,,"GLP Investment Services, LLC",,,Salesforce
10782571,Inactive Investor,Paul Grundhoefer,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Fairhope AL 208 Greeno Rd N",paul.grundhoefer@wellsfargoadvisors.com,,Salesforce
11154790,Inactive Investor,Stephen Fair,Branch Manager;Complex Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",stephen.fair@wellsfargoadvisors.com,,Salesforce
11037007,Inactive Investor,Kenneth Polcari,Chief Market Strategist;Managing Partner,SlateStone Wealth LLC,kpolcari@slatestone.com,,Salesforce
10922052,Inactive Investor,Thomas Thibeault,Associate Wealth Advisor,William Blair,tthibeault@williamblair.com,,Salesforce
9554923,,John Dudley King,,,dudleyking@me.com,,
9542218,,ben graham,,,bengrahamstartup@gmail.com,,List import
1001935,Inactive Investor,Jonathan McGee,Associate,Jefferson River Capital,jmcgee@jrivercapital.com,,
11208910,Inactive Investor,Steven Hoglund,Senior Financial Advisor,"Capstone Wealth Advisors, LLC Bellevue WA 11900 NE 1st St",steve@capstonewealthadvisors.com,,Salesforce
10841715,Inactive Investor,Lyle Bowlin,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,lyle.bowlin@lpl.com,,Salesforce
9588509,,Yaswanth talluru,,,yaswanthca7@gmail.com,,List import
10604497,,Nathan Joyner,Administrative Assistant,Northwest Planning & Investments,njoyner@nw-planning.com,3607368200,List Import
11219397,,Edward Kern,,,edward.kern@prosperafinancial.com,,Other
9606234,,Jhon Dooe,,,bcbcbc1@gmail.com,,List import
10770589,Inactive Investor,Ryan Fugett,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10990436,Inactive Investor,Robert Walter,,"Westport Financial Services, L.L.C. New York NY 680 5th Ave",,,Salesforce
11123620,Inactive Investor,Jamie Cook,,Vanguard Marketing Corporation,jamie_cook@vanguard.com,,Salesforce
9603799,,md maraj hossain,,,mahimhossainmeraj@gmail.com,,List import
11089802,Inactive Investor,Miles Green,Shareholder,Mitchell Capital Management Co,mhg@mitchcap.com,,Salesforce
9565656,,Kendall Vander Meulen,,,kendall.vandermeulen@53.com,,List import
1005409,Inactive Investor,Yun Sun,,TBD,foxytes@gmail.com,07804677999,
10981427,Inactive Investor,Jennifer Vaughan,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",jennifer.vaughan@bankerslife.com,,Salesforce
9622269,,David Duncan,,,dduncan@duncangrp.com,,List import
11206325,Inactive Investor,Michael Russo,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,mmrusso@ft.newyorklife.com,,Salesforce
10835865,Inactive Investor,Michael Kurka,Managing Director,"Moors & Cabot, Inc. Alexandria VA 1800 Diagonal Rd",mjkurka@moorscabot.com,,Salesforce
11087149,Inactive Investor,John Otto,Investment Representative,LPL Financial LLC Fresno CA 3488 W Shaw Ave,john.otto@lpl.com,,Salesforce
10844547,Inactive Investor,Joshua Grabel,,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,joshua.grabel@ubs.com,,Salesforce
5401419,,mnhi pov,,,geceyel241@edinel.com,,Web Form Fillout
11291731,,Amanda Abry,,,amanda.abry@coinbase.com,,Web Form Fillout
9634374,,Kerim Tulun,,,ktulun@vanderbiltsecurities.com,,List import
10949427,Inactive Investor,Anthony Guletz,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11060812,Inactive Investor,James Einspanier,Financial Consultant,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
11173209,Inactive Investor,Michael Oster,Senior Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",michael_oster@ml.com,,Salesforce
10882440,Inactive Investor,Brandon Felice,,Deutsche Bank Securities Inc.,,,Salesforce
11002006,Inactive Investor,Paul Williams,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",paul.m.williams@nm.com,,Salesforce
11048199,Inactive Investor,Daniel Lara,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",dlara@financialguide.com,,Salesforce
110351,,Maya Naveh,,21M Capital,maya@21mcapital.com,,Web Form
111171,,neal broidy,,Retired,neal.broidy@live.com,4257654575,
11153765,Inactive Investor,Dorothy Gilbert,,"Osaic Wealth, Inc. Baton Rouge LA 10688 Ranchwood Dr",,,Salesforce
11038845,Inactive Investor,Adam Khalek,Investment Analyst,Commonwealth Financial Network,akhalek@commonwealth.com,,Salesforce
10920056,Inactive Investor,Kenneth Grant,,Cetera Advisor Networks LLC Owasso OK 9500 N 129th East Ave,,,Salesforce
368708,,Meghan Freehoff,Partner,Veritable Lp,mfreehoff@veritablelp.com, +1 610 640 9551,
339228,,Donald Scholz,Vice President,"The Marshall Financial Group, Inc",dscholz@marshallfinancial.com,215-348-9393,Manual List Upload
11062617,Inactive Investor,Michele Kerr,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",michele.kerr@tiaa.org,,Salesforce
11146252,Inactive Investor,Robert Healy,,"Cambridge Investment Research, Inc. Mint Hill NC Private Residence",,,Salesforce
10950313,Inactive Investor,Karina Garcia,,J.P. Morgan Securities LLC Hemet CA 1800 E Florida Ave,karina.a.garcia@chase.com,,Salesforce
9576385,,Cynthia Michael,,,cynthia.michael@aspireonwealth.com,,List import
3923917,,Harold Justin Go,,,justingolw@gmail.com,,Web Form Fillout
9642893,,Amir Gergis,,,amir.gergis@plasman.com,,List import
10798372,Inactive Investor,Christine Schmude,,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",schmudec@stifel.com,,Salesforce
10906176,Inactive Investor,Carmen Dona-De-Misle,,"InSight Securities, Inc. Miami FL 1600 Ponce De Leon Blvd",,,Salesforce
87729,,Eddie Stewart,Financial Professional,"Voya Financial Advisors, Inc.",ed.stewart@voyafa.com,615-627-5933,
9586906,,Matthew Niederbaumer,,,matt.niederbaumer@thrivent.com,,List import
11097363,Inactive Investor,Hillary Feeney,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport RI 181 Bellevue Ave",,,Salesforce
11209537,Inactive Investor,Sharon Meyer,Financial Advisor,Edward Jones Dubuque IA 2420 Gateway Dr,sharon.byrne@edwardjones.com,,Salesforce
10842407,Inactive Investor,Brian Hensen,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
10791351,Inactive Investor,Casey Waits,,"Prospera Financial Services, Inc. Frisco TX 7110 Pecan St",casey.waits@prosperafinancial.com,,Salesforce
11177265,Inactive Investor,Ajanta Basak,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 909 E Hillsdale Blvd",ajanta.basak@ml.com,,Salesforce
11175805,Inactive Investor,Rebecca Comstock,,"Raymond James Financial Services, Inc. Hot Springs National Park AR 2360 Malvern Ave",beckie.comstock@raymondjames.com,,Salesforce
9632483,,Andrea Bartzen,,,andrea@shawstrategiccapital.com,,List import
11157551,Inactive Investor,Fredric Hoffman,Investment Executive,"Fifth Third Securities, Inc. Niles IL 7100 W Oakton St",,,Salesforce
10646575,,Corey Mable,,,corey.mable@equitable.com,,List Import
10850128,Inactive Investor,Thomas Hoffman,Chief Investment Officer,Netherby Advisors LLC,tom@netherby.com,,Salesforce
10970888,Inactive Investor,Pierce Mariquit,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,pierce.mariquit@fmr.com,,Salesforce
220483,,Christine Mielke,,[Unknown],christine.mielke@gmail.com,,source
11039511,Inactive Investor,Christy Trudeau,,"Kestra Investment Services, LLC",christy.trudeau@kestrafinancial.com,,Salesforce
10987252,Inactive Investor,Michelle Hannah,,"Ameritas Investment Company, LLC Sugar Land TX 1422 Lake Pointe Pkwy",michelle.hannah@ameritas.com,,Salesforce
11152193,Inactive Investor,Jeffrey Carter,,"Raymond James Financial Services, Inc. Roseville CA 3700 Douglas Blvd",jeffrey.carter@raymondjames.com,,Salesforce
10857967,Inactive Investor,Charles Cotterill,,"Raymond James Financial Services, Inc. Bothell WA 15130 Main St",chuck.cotterill@raymondjames.com,,Salesforce
9599429,,Stephanie Sterling,,,ssterling@stratoswealthpartners.com,,List import
11074397,Inactive Investor,Jason Mardinly,Executive Wealth Manager,Sage Financial Group Inc.,,,Salesforce
10954480,Inactive Investor,Adam Workman,,"Geneos Wealth Management, Inc. Roanoke VA 2709 Brambleton Ave SW",,,Salesforce
9612445,,Marie Winters,,,mw31@ntrs.com,,List import
11136625,Inactive Investor,David Lionberger,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",rand.lionberger@nm.com,,Salesforce
349289,,Kenneth Jacobs,Director,Lazard Asset Management Llc,kenneth.jacobs@lazard.com,212-632-6000,Manual List Upload
9550697,,Scott Theis,,,scott.theis@pnc.com,,List import
244153,,Bryan Moore,ETF Capital Markets Lead,"Harbor Capital Advisors, Inc.",bryan.moore@harborcapital.com,12142143863,Manual List Upload
11186429,Inactive Investor,Debra Spiesman,Team Administrator,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,debra.spiesman@ubs.com,,Salesforce
10817535,Inactive Investor,Cheick Ouedraogo,,J.P. Morgan Securities LLC Des Moines WA 22240 Marine View Dr S,cheick.o.ouedraogo@jpmorgan.com,,Salesforce
11159457,Inactive Investor,Marc Cimbal,,Commonwealth Financial Network New York NY 295 Madison Ave,mcimbal@commonwealth.com,,Salesforce
10802522,Inactive Investor,Reid Greenspan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",reid.greenspan@schwab.com,,Salesforce
233710,, -,,[[Unknown]],s3ns3nails.salon@gmail.com,,Other
10760769,Inactive Investor,Frank Minerva,Managing Director,UBS Financial Services Inc.,,,Salesforce
10974577,Inactive Investor,Brett Grider,,Cetera Investment Services LLC Mobile AL 25 W I65 Service Rd N,,,Salesforce
10866735,Inactive Investor,Thomas Rafferty,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,thomas.rafferty@fidelity.com,,Salesforce
9541634,,Doug McClung,,,doug.mcclung@gmail.com,,List import
10899616,Inactive Investor,Euan Livington,,Fidelity Brokerage Services LLC Exton PA 300 Main St,euan.livington@fmr.com,,Salesforce
10823248,Inactive Investor,Michael Tabrizi,Associate,UBS Financial Services Inc. San Francisco CA 555 California St,mike.tabrizi@ubs.com,,Salesforce
9567967,,Brian Johnson,,,brian@viridianadvisors.com,,List import
10878453,Inactive Investor,Diane Rice,Investment Advisor Representative,"Read & Powell Financial Services, LLC",cpa@readandpowell.com,,Salesforce
10810048,Inactive Investor,Richard Curtis,Financial Advisor,"Hornor, Townsend & Kent, LLC Naples FL 3522 Haldeman Creek Dr",rcurtis@htk.com,,Salesforce
10494288,,Laura Womack,"Chief Compliance Officer, Director - Operations","Vaquero Private Wealth, Ltd.",laura.blair@vaquerowealth.com,,List Import
7453381,,da da vy,,,bdpifgc@valanides.com,,Web Form Fillout
10848875,Inactive Investor,Purav Patel,,Fidelity Brokerage Services LLC,purav.patel@fidelity.com,,Salesforce
9604363,,Nimesh Dave,,,nimeshdave001@gmail.com,,List import
11041213,Inactive Investor,Michael Pullen,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
11238959,Inactive Investor,Peter Fletcher,,Castle Creek Arbitrage,pfletcher@castle-creek.com,,Salesforce
10843402,Inactive Investor,Herbert Scheffler,Financial Advisor,"Osaic Wealth, Inc. Stevensville MI 5718 Saint Joseph Ave",,,Salesforce
10677710,Active Investor,Matthew Pinz,,ZSP Capital LLC,,917-853-4360,Salesforce
11217132,,Kevin Foley,,,kevin.j.foley@jpmorgan.com,,Other
10958472,Inactive Investor,Charles Meder,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",charles.meder@ml.com,,Salesforce
10988755,Inactive Investor,Anthony Catrini,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11185408,Inactive Investor,Afaf Ktait,,"Wells Fargo Clearing Services, LLC Los Gatos CA 16100 Los Gatos Blvd",afaf.ktait@wellsfargoadvisors.com,,Salesforce
11231571,Inactive Investor,Brandon Bouchereau,Wealth Strategist,"MML Investors Services, LLC Shalimar FL 1270 Eglin Pkwy",bbouchereau@financialguide.com,,Salesforce
11009546,Inactive Investor,Christopher Williams,,PFS Investments Inc. Casper WY 341 E E St,christopheredwardwilliams@primerica.com,,Salesforce
10896010,Inactive Investor,Alexander Espinosa,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,alexander.espinosa@jpmorgan.com,,Salesforce
8117550,,lok mpol,,,sofyiane@gmail.com,,Web form fillout
10986743,Inactive Investor,Parviz Ghaffaripour,,"Farmers Financial Solutions, LLC San Jose CA 4950 Hamilton Ave",pghaffar@farmersagent.com,,Salesforce
10834296,Inactive Investor,Joanne Mills,Financial Planning Associate;Portfolio Associate,Morgan Stanley Norwell MA 141 Longwater Dr,joanne.mills@morganstanley.com,,Salesforce
105273,,Stephen Shostak,,Macquarie Bank,stephen.shostak@macquarie.com,,
5367034,,Enzo Ruffalo,,,enzorcapo@yahoo.com,248-574-4390,Web Form Fillout
11202369,Inactive Investor,Malissa Marshall,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,13hxr@primerica.com,,Salesforce
349058,,Traci Breen,"CFO, Treasurer",Wp Global Partners Llc,tb@wpglobalpartners.com,312-277-1300,Manual List Upload
10614057,,James Connolly,"Financial Advisor, Vice President",,james.connolly@wellsfargoadvisors.com,,List Import
11211573,Inactive Investor,Vanessa Kabongo,,Goldman Sachs & Co.,,,Salesforce
10970735,Inactive Investor,Jeremy Sweet,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9560341,,David Sharpe,,,dsharpe@financialguide.com,,List import
9595839,,Ronnyjane Goldsmith,,,ronnyjane.goldsmith@stewardpartners.com,,List import
11232664,Inactive Investor,Steve Lee,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,,,Salesforce
11217361,,Charles Cavanaugh,,,charles.j.cavanaugh@citi.com,,Other
11219021,,Kristina Saperston,,,ksaperston@saperston.com,,Other
11042563,Inactive Investor,Pierre Schutte,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",pierre.schutte@schwab.com,,Salesforce
351844,,Ginny Moore,"Head, Investor Relations","Cas Investment Partners, Llc",gmoore@casinvestmentpartners.com,212-804-7660,Manual List Upload
208488,,Marc Von Arx,,[Unknown],mva@nelsondavislaw.com,,
11031548,Inactive Investor,Ramesh Dharmarajan,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Plano TX 3300 Preston Rd",,,Salesforce
10531848,,CHRISTINE STRALKA,OWNER,"M. CHRISTINE STRALKA, CPA, CFP, PFS",MCSTRALKA@MCSTRALKA.COM,7039387933,List import
373033,,PRATIK AJMERA,,[Unknown],pratikajmera@gmail.com,,source
10808498,Inactive Investor,Joseph Cerullo,Financial Advisor,Edward Jones New Lenox IL 324 Alana Dr,joseph.cerullo@edwardjones.com,,Salesforce
9610685,,Peter Yimbo,,,peteryimbo@gmail.com,,List import
352901,,Luciana Camargo,Advisor to the Consul of Economic Affairs,Consulate General of Mexico in New York,economicnuy1@sre.gob.mx,,Event
11163552,Inactive Investor,Taylor Dean,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,taylor_dean@vanguard.com,,Salesforce
10820715,Inactive Investor,David Rioux,Advisor;Chief Compliance Officer;Managing Director,"Rioux & Company, LLC Burlington CT 11 Bittersweet Ln",,,Salesforce
11196495,Inactive Investor,Kathleen Gaughan,Financial Advisor,Edward Jones Bend OR 1345 NW Wall St,kate.gaughan@edwardjones.com,,Salesforce
11109760,Inactive Investor,Douglas Smith,Financial Consultant,LPL Financial LLC Matthews NC 13731 Providence Rd,doug.smith@lpl.com,,Salesforce
45080,,William Schantz,"Financial Advisor, Principal",CAPTRUST,wes.schantz@captrustadvisors.com,610-865-2600,
9623555,,Marc Meyers,,,zesty@r-and-company.com,,List import
10996488,Inactive Investor,Michael Medrano,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",michael.medrano@empower.com,,Salesforce
9545699,,Jessica Huether,,,huether.jessica86@gmail.com,,List import
372575,,steve Malone,,United Kingdom,malo365@live.co.uk,,Salesforce
198451,,?? ?,,[Unknown],42468943@qq.com,,
9630306,,Matt Appenfelder,,,appenfel@gmail.com,,List import
10784323,Inactive Investor,Robb Newman,,PNC Investments Fort Mitchell KY 2216 Dixie Hwy,robb.newman@pnc.com,,Salesforce
11187975,Inactive Investor,Zachary Bishop,Private Client Banker,J.P. Morgan Securities LLC Alliance OH 1207 W State St,zachary.bishop@jpmorgan.com,,Salesforce
11090896,Inactive Investor,Ricardo Ruizcalvillo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",ricardo.ruizcalvillo@ml.com,,Salesforce
9642060,,William Schmidt,,,willywill83012@gmail.com,,List import
10752869,Inactive Investor,Mario Montiel,Financial Advisor,Edward Jones Salem OR 5605 Inland Shores Way N,mario.montiel@edwardjones.com,,Salesforce
10924485,Inactive Investor,Cole Holocher,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cole_holocher@vanguard.com,,Salesforce
11232774,Inactive Investor,Michael Fernandini,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
9615024,,Emory Butts,,,brelb@colonialsnd.com,,List import
234129,, -,,[[Unknown]],peter@cashflowheaven.com,,
11174987,Inactive Investor,Martin Smith,,"Cambridge Investment Research, Inc. Glenview IL 1741 Monterey Dr",,,Salesforce
10932837,Inactive Investor,Craig Harsfield,Chief Compliance Officer;Investment Advisor Representative;Principal,Collaborative Financial Solutions LLC,charsfield@collaboratefs.com,,Salesforce
11120560,Inactive Investor,Seth Waltz,Financial Planner,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11006929,Inactive Investor,Aaron Alexander,,Money Concepts Capital Corp Corpus Christi TX 3649 Leopard St,,,Salesforce
11006238,Inactive Investor,Cooper Brown,Associate;Client Associate,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,cbrown@rockco.com,,Salesforce
10950359,Inactive Investor,Nicholas Thomas,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nicholas_thomas@vanguard.com,,Salesforce
10961157,Inactive Investor,Ashley Glabecki,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Youngstown OH 5015 Mahoning Ave",ashley.kirila2@equitable.com,,Salesforce
10952124,Inactive Investor,Jason Bures,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,,,Salesforce
11128089,Inactive Investor,Dana Whitcher,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10915106,Inactive Investor,Patricia Watson,Chief Compliance Officer;Head - Operations,Baker Ellis Asset Management LLC,patricia@bakerellisllc.com,,Salesforce
205946,,Timothy Brady,,[Unknown],tim@polytropos.cc,,source
11191431,Inactive Investor,Terry Edwards,Vice President;Wealth Advisor,"Womack Wealth Management, Inc. Albuquerque NM 6565 Americas Pkwy NE",,,Salesforce
9645162,,Chris Chan,,,chis.chan@hkma.gov.hk,,List import
10984185,Inactive Investor,Chase Baute,,"Moloney Securities Co., Inc. Ballwin MO 16236 Westwoods Business Park",cbaute@moseco.com,,Salesforce
9598545,,qian liang,,,27196975@qq.com,,List import
10615191,,Ira Friedman,"Director - Alternative Investments, Financial Advisor, International Client Advisor, Managing Director, Portfolio Management Dir",,ira.friedman@morganstanley.com,,List Import
9554302,,Ryan Mooney,,,rmooney@financialguide.com,,List import
11153823,Inactive Investor,Huey Foo,Financial Professional,"MML Investors Services, LLC Windsor Heights IA 6600 University Ave",paulfoo@financialguide.com,,Salesforce
9640916,,Franàçois NOBLECOURT,,,mangeurdekiwis@yahoo.fr,,List import
9591828,,Larry Steckler,,,lsteckler@capitalfin.com,,List import
11174439,Inactive Investor,Thomas Nagy,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,tom.nagy@jpmorgan.com,,Salesforce
11151325,Inactive Investor,Megan Lawrence,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
194532,,James Sowards,,[Unknown],j_sowards@hotmail.com,,source
11119169,Inactive Investor,Kevin Kane,Senior Financial Advisor,"Journey Advisory Group, LLC Covington KY 15 W 5th St",kevin.kane@journeyadvisory.group,,Salesforce
9572788,,Walter Timby,,,wtimbyiv@financialguide.com,,List import
11154044,Inactive Investor,James Young,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",james.young@schwab.com,,Salesforce
10621687,,James Devary,,,jdevary@nationalsecurities.com,,List import
10792149,Inactive Investor,Donald Montgomery,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,don.montgomery@fmr.com,,Salesforce
11037270,Inactive Investor,Nicolas Boker,Executive Director - Wealth Management;International Client Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,nicolas.boker@morganstanley.com,,Salesforce
10861854,Inactive Investor,Steven Varlas,,J.P. Morgan Securities LLC Danville CA 661 San Ramon Valley Blvd,steven.varlas@jpmorgan.com,,Salesforce
11041997,Inactive Investor,Yale Yee,,Financial Telesis Inc Santa Monica CA 1460 4th St,,,Salesforce
66663,,Richard Colman,"Chief Compliance Officer, Managing Member","Colman Knight Advisory Group, Llc",rich@colmanknight.com,978-371-2015,Manual List Upload
10773442,Inactive Investor,Timothy Foster,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",timothy.foster@wellsfargo.com,,Salesforce
106363,,Lam GaaSing,,China,1017579727@qq.com,,
11234961,Inactive Investor,Clint Eakles,Financial Advisor;Principal,Cerity Partners LLC Louisville KY 2201 High Wickham Pl,ceakles@ceritypartners.com,,Salesforce
9573336,,Jeffrey Kravetz,,,jkravetz@contrariancapital.com,,List import
10848608,Inactive Investor,Robert Brown,Financial Advisor,"Pruco Securities, LLC. Dunedin FL Private Residence",robert.j.brown@prudential.com,,Salesforce
11066287,Inactive Investor,James Wisener,,"Cambridge Investment Research, Inc. Houston TX 8220 Jones Rd",,,Salesforce
11167972,Inactive Investor,Cathy Stelling,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",cathy.stelling@ml.com,,Salesforce
11138635,Inactive Investor,Stephen Schug,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",stephen.schug@ml.com,,Salesforce
11070826,Inactive Investor,Linda Hill,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",lhill3@ml.com,,Salesforce
35868,,Tyler Jensch,Annuity Product Strategist,Thrivent Investment Management Inc.,tyler.jensch@thrivent.com,612-844-7208,
1713803,,Edoardo Pibia,,[Unknown],edpibia@gmail.com,,
11011974,Inactive Investor,Ping Yang Lee,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",ping-yang.lee@globalinkusa.com,,Salesforce
10825545,Inactive Investor,Laurie Gross,,"Raymond James Financial Services, Inc. Rochelle Park NJ 365 W Passaic St",laurie.gross@raymondjames.com,,Salesforce
11182163,Inactive Investor,Scott Mayer,Financial Consultant;Senior Wealth Strategy Associate,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,scott.mayer@ubs.com,,Salesforce
10940134,Inactive Investor,Jeffrey Ducharme,,PFS Investments Inc. Lawrenceville GA 1755 N Brown Rd,jeffrey.ducharme@primerica.com,,Salesforce
11074783,Inactive Investor,Blaine Troup,Chief Investment Officer;President,Keybridge Capital,btroup@keybridgecapital.net,,Salesforce
9591757,,William Gordon,,,bgordon@kslaw.com,,List import
9582786,,Nickie Jones,,,1314jonesnj@gmail.com,,List import
10796521,Inactive Investor,Michelle Parker,Financial Advisor,Edward Jones Peoria IL 800 SW Adams St,michelle.parker@edwardjones.com,,Salesforce
9565648,,Rajeev Shah,,,rshah@racap.com,,List import
11015787,Inactive Investor,Harry Byrd,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",hbyrd@truist.com,,Salesforce
25061,,Justin Nadler,President,HedgeServ,jnadler@hedgeserv.com,1-212-920-3562,Initial Salesforce Import
11040402,Inactive Investor,Kevin Lowry,Financial Advisor;Senior Vice President,Morgan Stanley,kevin.lowry@morganstanley.com,,Salesforce
10487852,,Shannon Morphew,Client Service Manager,"Raymond James Financial Services Advisors, Inc",shannon.morphew@raymondjames.com,,List Import
11028758,Inactive Investor,Tracy Abraham,,"Allstate Financial Services, LLC Summerville SC 9500 Dorchester Rd",,,Salesforce
11076740,Inactive Investor,Joshua Woodford,Senior Wealth Advisor,Cora Capital Advisors,jwoodford@coracap.com,,Salesforce
11056291,Inactive Investor,Cari Schulz,,"LaSalle St Securities, L.L.C. Litchfield Park AZ Private Residence",cari.schulz@lasallest.com,,Salesforce
9620839,,James Fisher,,,james.fisher@fptransitions.com,,List import
11054518,Inactive Investor,Jeffrey Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11044134,Inactive Investor,Tariq Laliwala,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",tariq.laliwala@ml.com,,Salesforce
11097415,Inactive Investor,Chandler Gostkowski,,Vanguard Marketing Corporation,chandler_gostkowski@vanguard.com,,Salesforce
10650909,,Joe Parrette,,,jmparret@yahoo.com,,Web Form Fillout
10996855,Inactive Investor,Barry Testa,,"Osaic Institutions, Inc. Greensburg PA 859 E Pittsburgh St",,,Salesforce
10825718,Inactive Investor,Nicholas Karbon,Executive Director;Financial Advisor,Morgan Stanley Stillwater MN 270 Main St N,nicholas.karbon@morganstanley.com,,Salesforce
10975853,Inactive Investor,Bryan Wylie,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",bryan.wylie@nm.com,,Salesforce
9619936,,Linda Gao,,,linda.gao@isuntv-hk.com,,List import
9595241,,Jessica Saouaf,,,jsaouaf@hallcapital.com,,List import
10757952,Inactive Investor,Steven Kittay,Senior Vice President,"The Oak Ridge Financial Services Group, Inc.",skittay@oakridgefinancial.com,,Salesforce
10783191,Inactive Investor,Steven Sledge,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,steven.sledge@fidelity.com,,Salesforce
10942943,Inactive Investor,Royal Fisher,,McNally Financial Services Corporation Traverse City MI 426 1/2 W Front St,,,Salesforce
10797748,Inactive Investor,John Somerville,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Santa Barbara CA 111 W Micheltorena St,jsomerville@dadco.com,,Salesforce
11193689,Inactive Investor,Kara Bateman,Financial Advisor,Edward Jones Columbus IN 3200 Sycamore Ct,kara.bateman@edwardjones.com,,Salesforce
11131144,Inactive Investor,Leland Bishop,First Vice President - Wealth Management,UBS Financial Services Inc. Washington DC 1501 K St NW,leland.bishop@ubs.com,,Salesforce
10908706,Inactive Investor,John Riva,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Southampton PA 280 2nd Street Pike",,,Salesforce
9621669,,Jeff Donner,,,jd.consultant2020@gmail.com,,List import
10953572,Inactive Investor,Robert Willis,Financial Advisor,Edward Jones San Antonio TX 5282 Medical Dr,rob.willis@edwardjones.com,,Salesforce
11075569,Inactive Investor,Joel Campanella,,GWN Securities Inc. Henderson NV 2470 Saint Rose Pkwy,joel.campanella@gwnsecurities.com,,Salesforce
1003015,Inactive Investor,Kesem Frank,,Bicameral Ventures,kesem@bicameralventures.com,,3rd Party Lead Gen
11127343,Inactive Investor,Crystal Rogers,,PFS Investments Inc. Gray ME 19 Main St,crystalannrogers@primerica.com,,Salesforce
11014303,Inactive Investor,Miriam Arroyo Pop,,J.P. Morgan Securities LLC Sunnyvale CA 598 E El Camino Real,miriam.arroyo-pop@jpmorgan.com,,Salesforce
9608765,,sdfsd sdfsd,,,sdf@gama.co,,List import
11005241,Inactive Investor,Peter Stewart,Financial Advisor,Edward Jones Petaluma CA 775 Baywood Dr,peter.stewart@edwardjones.com,,Salesforce
10788103,Inactive Investor,Kevin Gibson,,LPL Financial LLC Jenkintown PA 766 Old York Rd,,,Salesforce
9642874,,Phil Ballard,,,pizzahut77@comcast.net,,List import
10971569,Inactive Investor,Stacy McClure,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,stacy_mcclure@vanguard.com,,Salesforce
10935662,Inactive Investor,Gregory Aler,Chief Executive Officer;Founder;Owner,"Golden Reserve Retirement, LLC Dublin OH 6037 Frantz Rd",greg.aler@goldenreserve.com,,Salesforce
10929708,Inactive Investor,Jonue Moran,,"Allstate Financial Services, LLC Bridgeport CT 3900 Main St",jmoran@allstate.com,,Salesforce
10984853,Inactive Investor,John Teixeira,Executive Vice President,"Hall Capital Management Company, Inc.",john@hallcapitalmgmt.com,,Salesforce
9640628,,Alex Wu,,,alexerwu@gmail.com,,List import
10759414,Inactive Investor,Eric Arman,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",eric.arman@nm.com,,Salesforce
10886610,Inactive Investor,Elizabeth Keen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10645547,,Daniel Leon,,,daniel.leon@chase.com,,List Import
11104543,Inactive Investor,Shaun Blankenship,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11115018,Inactive Investor,Mary Hayes,,PFS Investments Inc. Merrillville IN 7863 Broadway,mary.hayes@primerica.com,,Salesforce
9580598,,Howard Abner,,,habner@ahbi.com,,List import
11138324,Inactive Investor,Emily Phillips,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated,ephillip@rwbaird.com,,Salesforce
11030109,Inactive Investor,Samuel Wida,,Stock Traders,,,Salesforce
9637081,,Derek Gregoire,,,dgregoire@shpfinancial.com,,List import
10488133,,Russell Cooper,"Corporate Retirement Director, Director - Alternative Investments, Family Wealth Director, Financial Advisor, Senior Institution",Morgan Stanley,russell.cooper@morganstanley.com,,List Import
10812177,Inactive Investor,James Lugo,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",james.lugo@wfafinet.com,,Salesforce
11045293,Inactive Investor,George Carty,,"Northwestern Mutual Investment Services, LLC Kingsport TN 245 E New St",george.carty@nm.com,,Salesforce
11143822,Inactive Investor,Robert Rizzuto,Financial Advisor,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,robert_rizzuto@glic.com,,Salesforce
11047367,Inactive Investor,Keith Burkhardt,Private Wealth Manager,Center For Wealth Management Advisory,keith@centerforwealthmanagement.com,,Salesforce
10862295,Inactive Investor,Linda Buss,,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",linda.oliverbuss@rbc.com,,Salesforce
11165534,Inactive Investor,Shannon Brown,,J.P. Morgan Securities LLC Charleston SC 2089 Ashley Phosphate Rd,shannon.brown@jpmorgan.com,,Salesforce
10791444,Inactive Investor,Brian McLaughlin,,"Raymond James Financial Services, Inc. Middletown CT 315 Main St",brian.mclaughlin@raymondjames.com,,Salesforce
11149034,Inactive Investor,Seana Chung,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Glendora CA 601 W Rte 66",seana.chung@uboc.com,,Salesforce
10754730,Inactive Investor,Lynn Freshwater,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",lynn.freshwater@truist.com,,Salesforce
11141411,Inactive Investor,Mansoor Ahmad,Chief Compliance Officer;Founder;Principal;Wealth Advisor,Global Hill Wealth Advisors LLC,,,Salesforce
10923943,Inactive Investor,Peter Gialames,Financial Advisor,LPL Financial LLC Pittsburgh PA 1580 McLaughlin Run Rd,peter.gialamesjr@lpl.com,,Salesforce
11164246,Inactive Investor,Gary Liswood,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10903293,Inactive Investor,Seth Joubert,,State Farm VP Management Corp. Deridder LA 1339 N Pine St,,,Salesforce
9581186,,Anja Luesink,,,anja@luesinkfinancial.com,,List import
11010954,Inactive Investor,Jared Brooks,Financial Advisor,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,jared.brooks@thrivent.com,,Salesforce
4681886,,Naren Kulkarni,,,hellineedtomove@gmail.com,,Web Form Fillout
11139719,Inactive Investor,Kyle Hanken,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",kyle.hanken@nm.com,,Salesforce
5245161,,Ying Lu,,,yinglu6@yahoo.com,,Web Form Fillout
11168174,Inactive Investor,John Ard,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",john_ard@ml.com,,Salesforce
11007792,Inactive Investor,Joshua Zeiter,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11219529,,Brett Rice,,,brett.rice@lpl.com,,Other
11130583,Inactive Investor,Bryan Keever,Private Wealth Advisor,"Ameriprise Financial Services, LLC Arlington TX 2340 W Interstate 20",bryan.e.keever@ampf.com,,Salesforce
10849992,Inactive Investor,Eric Daniel,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Fresno CA 8080 N Palm Ave",eric.daniel@wfafinet.com,,Salesforce
10762328,Inactive Investor,Fatima Lopez,,"Truist Investment Services, Inc. Newnan GA 295 Bullsboro Dr",fatima.d.lopez@truist.com,,Salesforce
9595177,,Benjamin Evers,,,bevers@blackmaplecapital.com,,List import
10780234,Inactive Investor,Timothy Bowles,,"CUSO Financial Services, L.P. Tobaccoville NC RJR Moore Dr",tbowles@cusonet.com,,Salesforce
11005736,Inactive Investor,Eleonore Snow,,M. S. Howells & Co. Bozeman MT 2928 Technology Blvd W,,,Salesforce
11132888,Inactive Investor,Ryan Gruber,,"Charles Schwab & Co., Inc. Naples FL 375 5th Ave S",ryan.gruber@schwab.com,,Salesforce
9558401,,mostafa saadat,,,556mostafa@gmail.com,,List import
9626138,,Pradeep Tiwari,,,tiwaripradeep438@gmail.com,,List import
11221100,,Steven Liebzeit,,,stevel@efsadvisors.com,,List Import
11199762,Inactive Investor,Jeffrey Earnhardt,Financial Advisor,Edward Jones Orange VA 118 W Main St,jeff.earnhardt@edwardjones.com,,Salesforce
2676997,,Arere Toua,,,areretoua591@gmail.com,,
11151237,Inactive Investor,Stephen Calderara,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Middleton MA 35 Village Rd,stephen.calderara@morganstanley.com,,Salesforce
10757911,Inactive Investor,Michael Fischer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,michael.j.fischer@ubs.com,,Salesforce
11221479,,Benjamin Defelice,,,benjamin_defelice@troweprice.com,,List Import
11065244,Inactive Investor,Jason Fernandez,,"Raymond James Financial Services, Inc. Grapevine TX 129 S Main St",jason.fernandez@raymondjames.com,,Salesforce
10936995,Inactive Investor,David Portnoy,Chief Compliance Officer;Managing Member,Upspring Capital LLC,dportnoy@upspringcapital.com,,Salesforce
9638581,,Marjolijn Breeuwer,,,marjolijn.breeuwer@insigner.com,,List import
124665,,Susan Robenalt,"Founding Partner, Wealth Advisor","Stratos Wealth Partners, Ltd",srobenalt@stratoswealthpartners.com,614-610-4213,
11145452,Inactive Investor,Anthony Smith,Financial Advisor;Vice President,Morgan Stanley New York NY 101 Park Ave,anthony.smith@morganstanley.com,,Salesforce
10616091,,Spiro Garbis,,,sgarbis@ampf.com,,List Import
9591087,,Brent Rice,,,brent.rice27@gmail.com,,List import
348189,,Scott Wellens,Managing Member,Fortress Planning Group,scott@fortressplanninggroup.com,262-264-5838,Manual List Upload
10757970,Inactive Investor,Audrey Brownmiller,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Cody WY 1401 Sheridan Ave",audrey.brownmiller@wellsfargo.com,,Salesforce
10929991,Inactive Investor,Spencer Howard,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10899679,Inactive Investor,Patrick Torrey,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",patrick.torrey@schwab.com,,Salesforce
10992238,Inactive Investor,William Griffith,Financial Advisor,"Principal Securities, Inc. Fresno CA 1010 W Alluvial Ave",,,Salesforce
248064,, -,,[Unknown],laoma@mailinator.com,,Direct
9600831,,Brandon Thorsten,,,brandon@fee-only-planner.com,,List import
11040808,Inactive Investor,Andrew Benjamin,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,andrewjamesbenjamin@primerica.com,,Salesforce
11078587,Inactive Investor,Carole Sbordone,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
10851263,Inactive Investor,Criss Woodruff,Director - Portfolio Management,Commonwealth Financial Network Huntsville TX Private Residence,cwoodruff@commonwealth.com,,Salesforce
11199663,Inactive Investor,Darian Hogle,Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",darian.hogle2@ml.com,,Salesforce
11165980,Inactive Investor,Tiana Mcwhorter,,PFS Investments Inc. Wixom MI 28221 Beck Rd,,,Salesforce
10856949,Inactive Investor,William Loveless,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Winston-Salem NC 100 N Main St,will.loveless@morganstanley.com,,Salesforce
10945625,Inactive Investor,Kayla Simmons,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,,,Salesforce
9601447,,R B,,,thereckerdbraikr@gmail.com,,List import
10619709,,Timothy Feldheim,,,tim.feldheim@ihtwm.com,,List Import
10843557,Inactive Investor,William Smith,Assistant Vice President;Financial Advisor;Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11087813,Inactive Investor,Garrick Legault,Director - Wealth Management Services,"Northwestern Mutual Investment Services, LLC Wilbraham MA 2341 Boston Rd",garrick.r.legault@nm.com,,Salesforce
10531535,,Jacob Lund,,,i.altman0079@gmail.com,,Web Form Fillout
10962673,Inactive Investor,Mark Elder,,D.A. Davidson & Co. Mason OH 4770 Duke Dr,,,Salesforce
10930281,Inactive Investor,Tina Weyandt,,LPL Financial LLC Duncansville PA 2001 Plank Rd,tina.weyandt@lpl.com,,Salesforce
10842997,Inactive Investor,Gary Egorov,,"Equitable Advisors, LLC Fresno CA 6061 N Fresno St",gary.egorov@equitable.com,,Salesforce
10815210,Inactive Investor,Ian Ugarte,,LPL Financial LLC San Diego CA 4707 Executive Dr,ian.ugarte@lpl.com,,Salesforce
11170578,Inactive Investor,Ashley Perogino,,UBS Financial Services Inc. Syracuse NY 440 S Warren St,ashley.perogino@ubs.com,,Salesforce
11011875,Inactive Investor,Timothy Pollock,Relationship Banker,"Wells Fargo Clearing Services, LLC Fargo ND 2501 13th Ave S",,,Salesforce
11097038,Inactive Investor,Lucinda Dallas,Financial Advisor,CFS Wealth Management,lucinda@cfswealth.com,,Salesforce
11158315,Inactive Investor,Randall Flotte,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",randall.flotte@schwab.com,,Salesforce
11210449,Inactive Investor,Michael Dunn,Managing Director;Senior Resident Director - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
10991571,Inactive Investor,Michael Bazile,,"Meridian Wealth Management, LLC Mandeville LA 2090 Woodrow St",mbazile@meridianwealthllc.com,,Salesforce
10950349,Inactive Investor,Christopher Amsden,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christopher.amsden@fmr.com,,Salesforce
11163487,Inactive Investor,Alan Green,Financial Advisor,LPL Financial LLC New York NY 275 W 39th St,alan.green@lpl.com,,Salesforce
372497,,Timothy McCann,,United States,hokie089@aol.com,,Salesforce
10618746,,Marion Charicki,,,john.charicki@morganstanley.com,,List Import
11140950,Inactive Investor,Christopher Williams,,Cetera Advisors LLC Clinton MA 1015 Main St,christopher.williams@ceteraadvisors.com,,Salesforce
11148315,Inactive Investor,Yusan Lee,,LPL Financial LLC Mansfield TX 990 N Walnut Creek Dr,yusan.lee@lpl.com,,Salesforce
10853234,Inactive Investor,Michael Paz,Financial Advisor,Edward Jones Sarasota FL 1800 2nd St,michael.paz@edwardjones.com,,Salesforce
10940105,Inactive Investor,Paul Kalman,,"Leigh Baldwin & Co., LLC Mandeville LA Private Residence",,,Salesforce
10854846,Inactive Investor,Katherine Whelan,,"U.S. Bancorp Investments, Inc.",katherine.whelan@usbank.com,,Salesforce
111495,,Troy Barringer,,Self employed,gcitower@aol.com,5155719900,
9624727,,Hugh McIntosh,,,mack3131@gmail.com,,List import
9568204,,Jose -,,,microwdfunding@gmail.com,,List import
10717517,,Monty Hobson,,,montyhob1@gmail.com,,Web Form Fillout
11018452,Inactive Investor,Andi Berzani,,J.P. Morgan Securities LLC San Antonio TX 18143 Blanco Rd,,,Salesforce
11260005,Inactive Investor,Herbert Perez,,J.P. Morgan Securities LLC Escondido CA 1401 E Valley Pkwy,herbert.perez@jpmorgan.com,,Salesforce
11173478,Inactive Investor,Richard Lim,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",richard.lim@nm.com,,Salesforce
10930259,Inactive Investor,Tila Scott,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,tila.scott@primerica.com,,Salesforce
10616019,,Matthew Didomenico,,,matthew_j_didomenico@ml.com,,List Import
10945600,Inactive Investor,Stephanie Delacruz,,"Raymond James Financial Services, Inc. Munster IN 9333 Calumet Ave",stephanie.oneill@raymondjames.com,,Salesforce
11120127,Inactive Investor,Jacob Countiss,,Fidelity Brokerage Services LLC,jacob.countiss@fmr.com,,Salesforce
10794737,Inactive Investor,John Dixon,Relationship Management;Senior Wealth Advisor,Century Management Financial Advisors,jdixon@centman.com,,Salesforce
11022610,Inactive Investor,Bao-Chau Nguyen-Sun,Branch Manager,"U.S. Bancorp Investments, Inc. San Jose CA 2875 The Villages Pkwy",,,Salesforce
10872165,Inactive Investor,Ryan Coughlin,,Jefferies LLC,ryan.coughlin@jefferies.com,,Salesforce
10882261,Inactive Investor,Jeffrey Zures,Managing Director;Principal,"Sanchez & Zures, LLC",,,Salesforce
11169715,Inactive Investor,Brenden Ocasio,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
346444,,Thomas Crow,Manager,Crow Financial Advisors,tom@crowfa.com,505-243-2281,Manual List Upload
10827232,Inactive Investor,Darci Metcalf,Investment Executive,"Fifth Third Securities, Inc. Greensburg IN 314 W Main St",darci.metcalf@53.com,,Salesforce
11232817,Inactive Investor,Jessiccah Martin,,"Truist Investment Services, Inc.",,,Salesforce
9570990,,Steve Hause,,,steve.hause@epicbrokers.com,,List import
11117267,Inactive Investor,Sean Strickland,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,sean.strickland@primerica.com,,Salesforce
10993957,Inactive Investor,Deanna Cascella,Wealth and Estate Planning Strategist,Morgan Stanley New York NY 1585 Broadway,deanna.cascella@morganstanley.com,,Salesforce
10807025,Inactive Investor,Peter Notaro,,USA Financial Securities LLC Bethlehem PA 3258 Easton Ave,,,Salesforce
11034036,Inactive Investor,Tammi Dauby,Financial Planner;Insurance Consultant;Investment Advisor Representative,Brookstone Financial,tdauby@brookstonefinancial.com,,Salesforce
10756384,Inactive Investor,Richard Grodzicki,Financial Advisor,Morgan Stanley Santa Rosa Beach FL Private Residence,,,Salesforce
11234130,Inactive Investor,Kevin Mooney,,"Madison Avenue Securities, LLC",,,Salesforce
10875114,Inactive Investor,Todd Carroll,Financial Advisor,Edward Jones Guntersville AL 3883 Brashers Chapel Rd,todd.carroll@edwardjones.com,,Salesforce
9611758,,Connor Stewart,,,connorhlstewart@gmail.com,,List import
11069215,Inactive Investor,Ronald Swanson,,"Farmers Financial Solutions, LLC Houston TX 11931 Wickchester Ln",rswanson@farmersagent.com,,Salesforce
10924334,Inactive Investor,Catherine Curtis,Chief Compliance Officer;Financial Advisor;Founder;Owner,Curtis Financial Planning,cathy@curtisfinancialplanning.com,,Salesforce
11042728,Inactive Investor,Kyle McGee,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11099211,Inactive Investor,Mark Sachse,Advisor;Chairman;Chief Compliance Officer;Owner,"Access Financial Group, Inc.",mark@afginvest.com,,Salesforce
10759638,Inactive Investor,Mindy Schwartzapfel,Associate Portfolio Manager,Neuberger Berman BD LLC,mschwartzapfel@nb.com,,Salesforce
9591994,,Byung yoon Kim,,,baylim28@daum.net,,List import
11195033,Inactive Investor,John Durham,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",john_durham@ml.com,,Salesforce
10808337,Inactive Investor,Thomas New,Member;Partner;President;Regulatory Contact,"Verdence Capital Advisors, LLC Hunt Valley MD 217 International Cir",tnew@verdence.com,,Salesforce
9588045,,Allen Pan,,,panql1979@live.ca,,List import
227343,, -,,[Unknown],leecarriecatherine@gmail.com,,
9606113,,Andrew Rosol,,,andrewrosol9@gmail.com,,List import
11087721,Inactive Investor,Bryce Pascoe,,"Pruco Securities, LLC. Woodland CA 428 1st St",bryce.pascoe@prudential.com,,Salesforce
11121458,Inactive Investor,Nathan Parkhurst,Wealth Advisor,Commonwealth Financial Network Oak Ridge TN 1143 Oak Ridge Tpke,nparkhurst@commonwealth.com,,Salesforce
10931185,Inactive Investor,Marissa Dombrowski,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",marissa.dombrowski@nm.com,,Salesforce
9600171,,Kimberleigh Williams,,,kwilliams@shadv.com,,List import
10808572,Inactive Investor,Stacey Rognon,Financial Advisor,"Westpark Wealth Advisors, Inc.",stacey@westparkwealth.com,,Salesforce
11156793,Inactive Investor,Christopher Walling,,LPL Financial LLC Powell OH 9999 Brewster Ln,christopher.walling@lpl.com,,Salesforce
10793587,Inactive Investor,Linda Miller,,Cetera Advisor Networks LLC West Harrison NY 4 W Red Oak Ln,lmiller@ceteranetworks.com,,Salesforce
9603905,,SIDNEY POWELL,,,sidney@maple.finance,,List import
9619811,,Jason Brendle,,,jasondaman1duke12@gmail.com,,List import
335893,,Rishi Shah,Co-head Of Trading; Executive Committee - Member,Brevan Howard Us Investment Management Lp,rishi.shah@brevanhoward.com,212-602-7800,Manual List Upload
11059089,Inactive Investor,Roy Persky,Financial Advisor,LPL Financial LLC Denver CO 12265 W Bayaud Ave,roy.persky@lpl.com,,Salesforce
9551519,,Joel Shaps,,,joel.shaps@unitedcp.com,,List import
10485020,,Jesse Bomer,"Co-founder, General Counsel And Chief Compliance Officer",Edge Natural Resources Llc,jesse@edgenr.com,,List import
11016313,Inactive Investor,Braden Tyler,Financial Advisor,"Ameriprise Financial Services, LLC Tulsa OK 2431 E 61st St",braden.tyler@ampf.com,,Salesforce
9642321,,Shannon Day,,,dayshannon30@gmail.comyahoo.com,,List import
818,,,,,williamjackson@250okcorp.com,,
10830940,Inactive Investor,Lowell Mackenzie,,"Equitable Advisors, LLC Columbus OH 5151 Reed Rd",lowell.mackenzie@equitable.com,,Salesforce
10827748,Inactive Investor,Robert Wolfe,,G. A. Repple & Company Lake Mary FL 1515 International Pkwy,,,Salesforce
10841080,Inactive Investor,Rebecca Craig,,"Kestra Investment Services, LLC Severna Park MD 819 Ritchie Hwy",,,Salesforce
11019323,Inactive Investor,Bryan Buzzard,Financial Advisor,Park Avenue Securities LLC Scottsdale AZ 3260 N Hayden Rd,,,Salesforce
11092913,Inactive Investor,Kenneth Allgood,,G. A. Repple & Company Palm Harbor FL 34931 US Hwy 19 N,kenneth@garepple.com,,Salesforce
11193996,Inactive Investor,Jesse Sausedo,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10886847,Inactive Investor,Edward Murphy,,LPL Financial LLC Orland Park IL 7600 Hemlock Dr,ed.murphy@lpl.com,,Salesforce
11087185,Inactive Investor,Robbie Misplay,Financial Advisor,Edward Jones Dunn NC 514 Erwin Rd,robbie.misplay@edwardjones.com,,Salesforce
10963093,Inactive Investor,Alex Nunes,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC San Diego CA 12750 High Bluff Dr",anunes@beaconpointe.com,,Salesforce
35737,,Ross Muldoon,Director Of Portfolio Management Operations,"Ellis Investment Partners, Llc",ross.muldoon@ellisinvestmentpartners.com,610-506-3183,Manual List Upload
10829764,Inactive Investor,Susan Cohn,Senior Financial Planning Consultant,"Raymond James & Associates, Inc. Garden City NY 401 Franklin Ave",susan.cohn@raymondjames.com,,Salesforce
9637725,,Carol Quarantillo,,,cquarantillo@hfwcny.org,,List import
10992931,Inactive Investor,Sarah Tenhundfeld,Wealth Advisor,"Truepoint, Inc.",s.tenhundfeld@truepointwealth.com,,Salesforce
11053755,Inactive Investor,Parker Rhett,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,parker.rhett.rd95@statefarm.com,,Salesforce
10890537,Inactive Investor,Travis Floyd,Wealth Advisor,Advisor Resource Council Southlake TX 700 N Carroll Ave,,,Salesforce
11033288,Inactive Investor,Brianne Mosbach,Paraplanner;Registered Administrative Associate,LPL Financial LLC Crystal Lake IL 780 McArdle Dr,bri.mosbach@lpl.com,,Salesforce
10994764,Inactive Investor,Nikki Rohrbach,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nikki_rohrbach@vanguard.com,,Salesforce
11112752,Inactive Investor,Thomas Sowers,,"Kestra Investment Services, LLC Charlotte NC Private Residence",,,Salesforce
9559687,,Brian Pulliam,,,brian.pulliam@voyafa.com,,List import
10789221,Inactive Investor,Edgardo Cintron,Financial Advisor;First Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Colorado Springs CO 90 S Cascade Ave,edgardo.cintron@ubs.com,,Salesforce
9570738,,James Hall,,,james.hall@magnitudecapital.com,,List import
9592434,,Greta Ivanauskaite,,,greta.ivan91@gmail.com,,List import
11044099,Inactive Investor,Charles Jones,Financial Advisor,Edward Jones Bentonville AR 1100 Mallard Pl,charles.jones@edwardjones.com,,Salesforce
10888020,Inactive Investor,Mariah Cruz,,J.P. Morgan Securities LLC Walnut Creek CA 1656 N California Blvd,,,Salesforce
10892430,Inactive Investor,Creighton Dracca,Financial Advisor;Vice President,Wintrust Investments LLC Hartland WI 850 W North Shore Dr,cdracca@wintrustwealth.com,,Salesforce
10957916,Inactive Investor,Albert Waisanen,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10860404,Inactive Investor,Bradford Watt,,"Saxony Securities, Inc. Castle Rock CO 115 Wilcox St",,,Salesforce
10776215,Inactive Investor,Melanie Eubanks,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,melanie.turner@ubs.com,,Salesforce
10982606,Inactive Investor,David Kleinholter,,LPL Financial LLC Franklin TN 1650 Murfreesboro Rd,david.kleinholter@lpl.com,,Salesforce
10787355,Inactive Investor,David Schiffour,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10879163,Inactive Investor,Corey Hawkins,Assistant Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Oglethorpe GA 739 Battlefield Pkwy",corey.t.hawkins@wellsfargo.com,,Salesforce
7854235,,Mike Ban,,,michael.ban@live.com,,Web Form Fillout
10977511,Inactive Investor,Hafez Emanian,Private Client Advisor,"Citizens Securities, Inc. Chestnut Hill MA 1330 Boylston St",hafez.e.najafabadi@citizenssecurities.com,,Salesforce
11115125,Inactive Investor,Howard McEwen,,"Osaic Wealth, Inc. Cincinnati OH 5580 Glenway Ave",,,Salesforce
10955421,Inactive Investor,Oliper Nherera,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10927020,Inactive Investor,David Leduc,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10657442,,Souad Zayed,,,sdzayed@ft.newyorklife.com,,List Import
9619670,,David Ruggieri,,,djruggieri@yahoo.com,,List import
6971652,,Ed Johnson,,,giboxo8547@wireps.com,,Web Form Fillout
10831597,Inactive Investor,Paul Vrendenburg,Chief Operating Officer;Elected Manager;President,AssuredPartners Investment Advisors Lake Mary FL 200 Colonial Center Pkwy,,,Salesforce
10877692,Inactive Investor,Brooke Gray,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",brooke.gray@wellsfargoadvisors.com,,Salesforce
10817111,Inactive Investor,Jeffrey Johnson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10861491,Inactive Investor,Marc Barretta,,LPL Financial LLC Brooklyn NY 161 Brighton 11th St,marc.barretta@lpl.com,,Salesforce
11219570,,Michael Desclos,,,mdesclos@flputnam.com,,Other
203635,,Alexander Ross,"Financial Advisor, Senior Vice President","Main Street Investment Advisors, LLC",aross@msinvadv.com,847-480-7055,
10644530,,Patrick Renehan,,,patrick_renehan@ssga.com,,List Import
10865998,Inactive Investor,Olimpo Salinas,Financial Consultant,LPL Financial LLC McAllen TX 301 S 10th St,olimpo.salinas@lpl.com,,Salesforce
11234138,Inactive Investor,Jessica Weich,,LPL Financial LLC White Pine TN Private Residence,,,Salesforce
11053603,Inactive Investor,Jacqueline Soto,,Thrivent Investment Management Inc. Ontario CA 3200 Inland Empire Blvd,jacqueline.soto@thrivent.com,,Salesforce
9617676,,Mark Zytko,,,mzytko@mesawestcapital.com,,List import
9552811,,Bong Go,,,gagosibonggo@gago.com,,List import
11233865,Inactive Investor,Renee Shelton,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,rshelton@primerica.com,,Salesforce
10826694,Inactive Investor,Jorge Fernandez,,"Equitable Advisors, LLC Miami Lakes FL Private Residence",,,Salesforce
9568457,,Joseph Ancil,,,joseph_0811@hotmail.com,,List import
10873535,Inactive Investor,Michael Bruno,Financial Advisor,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",michael.bruno@prudential.com,,Salesforce
10487115,,Brandon Hilger,Financial Professional,"Equitable Advisors, LLC",brandonhilger@gmail.com,,List Import
11020736,Inactive Investor,Gloria Sweet,,PFS Investments Inc. Hollywood FL 3349 N University Dr,gloria.sweet@primerica.com,,Salesforce
10926358,Inactive Investor,Richard Abarca,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,richard.abarca@fmr.com,,Salesforce
11109618,Inactive Investor,Jeremy Bartels,Financial Advisor,Edward Jones Marinette WI 2025 Marinette Ave,jeremy.bartels@edwardjones.com,,Salesforce
11103689,Inactive Investor,Jeffrey Kissiar,,"Voya Financial Advisors, Inc. Roseville CA 1032 Danielle Dr",jeff.kissiar@voya.com,,Salesforce
11029315,Inactive Investor,Florentino Chapa,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",fchapa@sanctuarywealth.com,,Salesforce
11167054,Inactive Investor,Angela Doud,Team Administrator,UBS Financial Services Inc. Denver CO 205 Detroit St,angela.doud@ubs.com,,Salesforce
244480,,Theodore Wackerman,Index Sales,JP Morgan,theodore.wackerman@jpmchase.com,,Manual List Upload
11027578,Inactive Investor,Mikell Admire,,"W&S Brokerage Services, Inc. Kingsport TN 300 Professional Park Dr",mikell.admire@wslife.com,,Salesforce
11177469,Inactive Investor,Vikram Soni,,Citigroup Global Markets Inc.,vikram.soni@citi.com,,Salesforce
10932325,Inactive Investor,Michael Coury,Chief Investment Officer;Investment Advisor;Managing Director;Managing Member,First Hedge Capital Management,,,Salesforce
10955338,Inactive Investor,Ramiah Pickett,,PFS Investments Inc. Bozeman MT 1807 W Dickerson St,ramiahlynnpickett@primerica.com,,Salesforce
9575107,,Alex M,,,monea4@gmail.com,,List import
11162324,Inactive Investor,John Laudonio,,"Pruco Securities, LLC. East Setauket NY 100 S Jersey Ave",john.laudonio@prudential.com,,Salesforce
10921725,Inactive Investor,Kurt Martin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9549111,,William Meyer,,,wmeyer@rbenchmark.com,,List import
10779688,Inactive Investor,Kenneth Kuronen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kenneth.kuronen@schwab.com,,Salesforce
242136,,Scott Yasharian,Investment Strategist,Invesco,scott.yasharian@invesco.com,,Event
10991384,Inactive Investor,Jorge Cantu,Financial Advisor,PNC Investments McAllen TX 3900 N 10th St,jorge.cantu@pnc.com,,Salesforce
239282,,Nancy Bairefoot,,[Unknown],bairefootnancy13@gmail.com,,Direct
232655,, -,,[Unknown],kenvinbat@gmail.com,,
10619444,,Meghan Nolan,,,mnolan@forumfinancial.com,,List Import
243367,,Lisa Crafford,"Director, Head of Business Consulting",BNY Mellon | Pershing,lisa.crafford@pershing.com,,Manual List Upload
10808529,Inactive Investor,Mackay Lowrie,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11077440,Inactive Investor,Elizabeth Nocito,,LPL Financial LLC Hanscom AFB MA 1610 Eglin St,elizabeth.nocito@lpl.com,,Salesforce
11130382,Inactive Investor,Michael Ferraro,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,mike.ferraro.buf1@statefarm.com,,Salesforce
186701,,Robert Lafontant,,[Unknown],robert.lafontant@gmail.com,,
11022216,Inactive Investor,Zachary Kohan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Juneau AK 801 W 10th St",zachary.kohan@ml.com,,Salesforce
10489136,,Sarah Wilson,Associate Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",sarah.e.wilson@ampf.com,469-366-7211,List Import
10808035,Inactive Investor,Mark Titzel,Senior Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",mark_titzel@ml.com,,Salesforce
11008140,Inactive Investor,Joann Hudson,,PFS Investments Inc. Pensacola FL 6706 N 9th Ave,joann.hudson@primerica.com,,Salesforce
11154467,Inactive Investor,Elina Babadzhanova,,"CapFinancial Securities, LLC. New York NY 40 Wall St",,,Salesforce
10954922,Inactive Investor,Alyse Clark,,LPL Financial LLC Seattle WA 1121 NE 45th St,alyse.clark@lpl.com,,Salesforce
10929671,Inactive Investor,Michael Beamon,Regional Leader,PFS Investments Inc. Elmsford NY 570 Taxter Rd,michael.beamon@primerica.com,,Salesforce
11134279,Inactive Investor,Michael Stewart,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 1 W Las Olas Blvd",michael.stewart@wellsfargoadvisors.com,,Salesforce
10808519,Inactive Investor,James Wimberley,,Morgan Stanley Sandy UT 200 W Civic Center Dr,james.wimberley@morganstanley.com,,Salesforce
10809500,Inactive Investor,Melvin Tom,,Citigroup Global Markets Inc. Hicksville NY 255 N Broadway,melvin.tom@citigroup.com,,Salesforce
368119,,Will Smith,Trader,,willsmithis@gmail.com,2059149455,Webinar
10896735,Inactive Investor,Gary Schaudt,,LPL Financial LLC Marshalltown IA 25 S Center St,g.schaudt@lpl.com,,Salesforce
218155,,Henk Stege,,[Unknown],stege582@planet.nl,,source
11219330,,Kristen Sprenger,,,kristen.daus@ubs.com,,Other
11157339,Inactive Investor,Michael Jeremiah,First Vice President,"Stifel, Nicolaus & Company, Incorporated Spokane WA 201 W North River Dr",michael.jeremiah@stifel.com,,Salesforce
11013323,Inactive Investor,Timothy Peterson,,J.P. Morgan Securities LLC Issaquah WA 1195 NW Gilman Blvd,timothy.peterson@jpmorgan.com,,Salesforce
10900058,Inactive Investor,Trisha Schaar,Financial Advisor,"Ameriprise Financial Services, LLC Marshall MN 100 W College Dr",trisha.m.rykhus@ampf.com,,Salesforce
11089536,Inactive Investor,Connor Seedall,,"DAI Securities, LLC Liberty Lake WA Private Residence",,,Salesforce
10953548,Inactive Investor,Paul Blassingame,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",paul.blassingame@tiaa.org,,Salesforce
10768399,Inactive Investor,Francis Donnelly,Financial Professional,"Equitable Advisors, LLC Cherry Hill NJ 210 Lake Dr E",frank.donnelly@equitable.com,,Salesforce
10836830,Inactive Investor,Jason Karr,Financial Advisor,LPL Financial LLC Greer SC 304 N Main St,jason.karr@lpl.com,,Salesforce
10959343,Inactive Investor,David Jordan,Chief Investment Officer;Portfolio Manager;Senior Portfolio Manager,"Trail Ridge Investment Advisors, LLC",david.jordan@trailridgewm.com,,Salesforce
11087811,Inactive Investor,Samuel Cox,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",samuel.cox@nm.com,,Salesforce
10960316,Inactive Investor,Lauren Hubbard,,Goldman Sachs Custody Solutions Dallas TX 2001 Ross Ave,,,Salesforce
11018900,Inactive Investor,Jordan Rudick,,"Avantax Investment Services, Inc.",,,Salesforce
11188360,Inactive Investor,Nga Nguyen,,Jefferies LLC,nnguyen@jefferies.com,,Salesforce
11009643,Inactive Investor,Philip Hill,,NYLIFE Securities LLC Midland TX 415 W Wall St,pjhill@ft.newyorklife.com,,Salesforce
10773380,Inactive Investor,Robert Murano,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10823748,Inactive Investor,Gregory Kushner,Chairman;Founder;President;Senior Managing Director,Lido,,,Salesforce
11015730,Inactive Investor,Jason Pinney,,"IFP Securities, LLC Edmond OK 869 E 33rd St",,,Salesforce
11168746,Inactive Investor,Lauren Madsen,Portfolio Associate,Neuberger Berman BD LLC,lauren.madsen@nb.com,,Salesforce
9551414,,Christopher Saras,,,csaras@eaglestrategies.com,,List import
9606417,,Nicholas Kosta,,,nrkosta@gmail.com,,List import
10658918,,Clarence Moore,,,clarence.moore@primerica.com,,List Import
11235097,Inactive Investor,Christopher Jennings,,PFG Advisors,,,Salesforce
10885590,Inactive Investor,Michael Wegener,First Vice President - Wealth Management,"Raymond James & Associates, Inc. Bay City MI 122 Uptown Dr",michael.wegener@raymondjames.com,,Salesforce
9603740,,Joe Jamison,,,joejamison16@gmail.com,,List import
11050052,Inactive Investor,Jordan Bingham,Wealth Advisor,Hidden Cove Wealth Management,,,Salesforce
10957564,Inactive Investor,Travis Tullock,,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",tullock.travis@principal.com,,Salesforce
11067866,Inactive Investor,Ashish Sharma,Chief Compliance Officer;Managing Principal;Principal,DGS Capital Management New York NY 79 Madison Ave,ashish.sharma@dgs.capital,,Salesforce
11149312,Inactive Investor,Christopher Merrill,Investment Executive,"Fifth Third Securities, Inc. Kalamazoo MI 4705 W Main St",christopher.merrill@53.com,,Salesforce
9640681,,Stuart Tweedie,,,stweedie@svb.com,,List import
10803268,Inactive Investor,James Mugele,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,jmugele@rwbaird.com,,Salesforce
10597916,,Andrew Herzog,,,andrew.herzog.08@gmail.com,,Web Form Fillout
11093332,Inactive Investor,Thomas Heidenrich,Director - Private Wealth Management;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,theidenrich@rwbaird.com,,Salesforce
10779332,Inactive Investor,Dona Rozsypal,Wealth Management Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,dona.rozsypal@morganstanley.com,,Salesforce
10912788,Inactive Investor,Amy Braunz,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
11043071,Inactive Investor,Marc Stein,Financial Advisor,LPL Financial LLC Purchase NY 3010 Westchester Ave,marc.a.stein@lpl.com,,Salesforce
10938618,Inactive Investor,Jennifer Mazanek,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10861215,Inactive Investor,Emily Jacobsen,Associate Wealth Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
11077190,Inactive Investor,Donald Riley,,Cetera Investment Services LLC Hammond LA 700 SW Railroad Ave,,,Salesforce
11117716,Inactive Investor,Steele Skibisky,Partner,"Wells Fargo Advisors Financial Network, LLC Avon CT 55 Nod Rd",steele.skibisky1@wellsfargoadvisors.com,,Salesforce
10819957,Inactive Investor,David Muntz,Chief Compliance Officer;President,"Muntz Financial, LLC",david@muntzfinancial.com,,Salesforce
10645167,,Adam Cunningham,,,acunningham@stephens.com,,List Import
11044689,Inactive Investor,Luke Carlson,Director - Business Development;Partner,QST Capital LLC,luke@qstcapital.com,,Salesforce
240466,,Michael Faughnan,,[Unknown],mfaughnan10@gmail.com,,source
10510181,,David Armstrong,Content Director,WealthManagement.com / Informa Connect,david.armstrong@informa.com,,List Import
232217,, -,,[[Unknown]],qssqssq@naver.com,,Organic Search
9645080,,Pierre Rochard,,,pierre.rochard@gmail.com,,List import
10988118,Inactive Investor,Yick On Moy,,"Transamerica Financial Advisors, Inc Elmhurst NY 9002 Queens Blvd",,,Salesforce
11131255,Inactive Investor,Anthony Carpenter,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",anthony.carpenter@wellsfargoadvisors.com,,Salesforce
10873912,Inactive Investor,Christopher Disler,Financial Advisor;Investment Advisor,LPL Financial LLC Fort Wayne IN 1505 W Dupont Rd,chris.disler@lpl.com,,Salesforce
10646658,,Brittney Gunning,,,brittney.gunning@wellsfargoadvisors.com,,List Import
9622657,,John Doe,,,zawadaz@o2.pl,,List import
11175002,Inactive Investor,Kacey Northrup,,"Cambridge Investment Research, Inc. Wexford PA 210 Wallace Rd",,,Salesforce
10948807,Inactive Investor,Nathan Stevens,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Dublin OH 6634 Riverside Dr",nathan.stevens@schwab.com,,Salesforce
10783779,Inactive Investor,Angelo Rannazzisi,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,angelo.rannazzisi@fidelity.com,,Salesforce
10807202,Inactive Investor,Christine Papadopoulos,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",,,Salesforce
10932706,Inactive Investor,Thomas Thiher,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",thomas.thiher@prudential.com,,Salesforce
11146957,Inactive Investor,Chad Hart,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
352894,,Graham Kinch,Global Head of Trust & Safety Operations,TikTok,graham.kinch@gmail.com,,Event
11011883,Inactive Investor,Antwone O'Quinn,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,antwone.oquinn@ubs.com,,Salesforce
11033760,Inactive Investor,Susana Rubio Miranda,,PFS Investments Inc. Newark CA 39899 Balentine Dr,2tygp@primerica.com,,Salesforce
10954259,Inactive Investor,Ernest Panetti,,LPL Financial LLC Rock Hill SC 334 Oakland Ave,ernest.panetti@lpl.com,,Salesforce
10803788,Inactive Investor,Mark Rizzo,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",mark.rizzo@nm.com,,Salesforce
9642278,,Mykail James,,,mykailjames@gmail.com,,List import
11198922,Inactive Investor,Brian Caccamo,,J.P. Morgan Securities LLC Henderson NV 2585 Anthem Village Dr,brian.caccamo@jpmorgan.com,,Salesforce
10615550,,Justin Erfer,Financial Advisor,,justin.erfer@bleakley.com,,List Import
11169163,Inactive Investor,Christopher Demetral,,"Raymond James Financial Services, Inc. Rochester MI 2530 S Rochester Rd",chris.demetral@raymondjames.com,,Salesforce
10760587,Inactive Investor,Jon Mitchell,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,davidmitchell.team@fidelity.com,,Salesforce
9596213,,Omar Garcia,,,omargarciabolivar1@gmail.com,,List import
10904956,Inactive Investor,Erik Alexander,,Cetera Advisor Networks LLC Issaquah WA 22500 SE 64th Pl,,,Salesforce
11112005,Inactive Investor,Marvin Youmans,Financial Professional,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",marvin.youmans@prudential.com,,Salesforce
9551931,,Kimberly Nelson,,,knelson@coastalbridgeadvisors.com,,List import
9593290,,Neil Frank,,,jm@motoful.com,,List import
206179,,Daniel Kasinski,,Mirabaux,dkasinski@gmail.com,(119) 855-5553,Organic Search
10950694,Inactive Investor,Ricardo Sifuentes,,"First Financial Securities of America, Inc. Albuquerque NM 7770 Jefferson St NE",,,Salesforce
11004640,Inactive Investor,Jon Lund,Financial Advisor,Edward Jones Moose Lake MN 314 Elm Ave,jon.lund@edwardjones.com,,Salesforce
10992460,Inactive Investor,Juanita Jackman,,PFS Investments Inc. Rosedale NY 133-33 Brookville Blvd,juanitatbrathwaite@primerica.com,,Salesforce
11058777,Inactive Investor,Lauren Dickerson,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,lauren.dickerson@fidelity.com,,Salesforce
11087890,Inactive Investor,Jake Johnson,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",jake.r.johnson@nm.com,,Salesforce
10813996,Inactive Investor,Haider Ali,,"RBC Capital Markets, LLC",haider.ali@rbc.com,,Salesforce
9611734,,M Tang,,,allwereallyhaveisnow@gmail.com,,List import
10936199,Inactive Investor,Randal Dame,Financial Advisor,LPL Financial LLC Oklahoma City OK 1684 SW 86th St,randal.dame@lpl.com,,Salesforce
11034360,Inactive Investor,William Beaney,Chief Executive Officer;Director;Shareholder,Florida Atlantic Securities Corp.,,,Salesforce
11102545,Inactive Investor,Tucker Stone,,"M Holdings Securities, Inc. San Rafael CA 100 Smith Ranch Rd",,,Salesforce
10601381,,benjamin gindre,,,benjamin26100@yahoo.fr,,Web Form Fillout
11109869,Inactive Investor,Scott McCoid,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10771081,Inactive Investor,William Walker,,Arvest Wealth Management Bentonville AR 201 NE A St,wwalker@arvest.com,,Salesforce
11057899,Inactive Investor,Thomas Campbell,Vice President - Investments,"Cadaret, Grant & Co., Inc. Little Silver NJ 44 Church St",,,Salesforce
11074970,Inactive Investor,Christopher Curtin,Financial Advisor;Financial Advisor Associate,Morgan Stanley Oak Brook IL 2211 York Rd,christopher.curtin@morganstanley.com,,Salesforce
9558792,,Lilly Emerson,,,lemerson@stratoswealthpartners.com,,List import
11145079,Inactive Investor,Nevin Hougardy,Financial Advisor;First Vice President,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,nevin.hougardy@morganstanley.com,,Salesforce
11113886,Inactive Investor,Joann Jensen,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,jjensen@ft.newyorklife.com,,Salesforce
9572736,,Riko Wahyudi,,,ricowah88@gmail.com,,List import
9572964,,Harold Stein,"Senior Portfolio Manager, Senior Vice President","Pinnacle Associates, Ltd.",hstein@pinnacle-ny.com,,List import
10756101,Inactive Investor,John Morrison,Financial Advisor,Morgan Stanley,john.morrison1@ms.com,,Salesforce
11121919,Inactive Investor,Dino Querze,Financial Planner,LPL Financial LLC Stamford CT Private Residence,dino.querze@lpl.com,,Salesforce
11004863,Inactive Investor,Sophia Taglich,,Jefferies LLC,staglich@jefferies.com,,Salesforce
10944587,Inactive Investor,Brian West,,State Farm VP Management Corp. Melbourne FL 2320 Dairy Rd,,,Salesforce
10792166,Inactive Investor,Michael Reiner,Chairman;Chief Executive Officer;Founder,"Capital Investment Advisors, LLC",mreiner@yourwealth.com,,Salesforce
145214,,John Combias,"Managing Director, Managing Member, President, Secretary","FCG Wealth Management, LLC",jacombias@fcgadvisors.com,973-635-7374,
11151174,Inactive Investor,Seema Khanna,Executive Director;Financial Advisor;International Client Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,seema.khanna@morganstanley.com,,Salesforce
11236224,Inactive Investor,Eric Lynn,Institutional Advisor;Partner,Creative Planning,eric.lynn@creativeplanning.com,,Salesforce
10948181,Inactive Investor,Benjamin Bagnato,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",benjamin.bagnato@nm.com,,Salesforce
10792181,Inactive Investor,Thomas Wade,Financial Advisor;National Branch Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,thomas.wade@jpmorgan.com,,Salesforce
10772643,Inactive Investor,Bradford Porter,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",bradford_porter@ml.com,,Salesforce
10772758,Inactive Investor,Richard Oliver,,"Raymond James Financial Services, Inc. Lafayette LA 1018 Harding St",richard.oliver@raymondjames.com,,Salesforce
11134389,Inactive Investor,Matthew Holmes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11201984,Inactive Investor,Austin Brockenbrough,Chairman;Founder;Managing Director,Brockenbrough,abiii@lowebrockenbrough.com,,Salesforce
10615579,,Mario Molino,Financial Advisor,,mario.molino@lpl.com,,List Import
10966902,Inactive Investor,Steven Renaldi,Financial Advisor,"GEM Asset Management, LLC",srenaldi@gemasset.net,,Salesforce
10770737,Inactive Investor,James Mumaw,Principal;Private Wealth Advisor,"Ameriprise Financial Services, LLC Harrisonburg VA 4030 Quarles Ct",james.a.mumaw@ampf.com,,Salesforce
11234059,Inactive Investor,Alexander Forster,,"Osaic Wealth, Inc. Peru NY 686 Bear Swamp Rd",,,Salesforce
11201806,Inactive Investor,Michael Steinbach,Financial Advisor,Edward Jones Pollock Pines CA 6454 Pony Express Trl,mike.steinbach@edwardjones.com,,Salesforce
11008030,Inactive Investor,Minlan Zhou,,NYLIFE Securities LLC Tamarac FL Private Residence,,,Salesforce
339865,,David Quintin,"Company Secretary, CCO",Viburnum Funds Pty Ltd,david@viburnumfunds.com, -310655,Manual List Upload
11125089,Inactive Investor,Millie Rovny,Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",millie_rovny@ml.com,,Salesforce
10905320,Inactive Investor,Michelle Solomon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",michelle.solomon@ml.com,,Salesforce
11024100,Inactive Investor,Joel Fonseca,,"TradeStation Securities, Inc.",jfonseca@tradestation.com,,Salesforce
11121311,Inactive Investor,John Golemo,Financial Advisor,Edward Jones Marietta GA 3911 Mary Eliza Trce NW,john.golemo@edwardjones.com,,Salesforce
9645470,,Milind Kulshrestha,,,milind.kulshrestha@gmail.com,,List import
9569151,,Rhonda Christopher,,,rchristopher@bkd.com,,List import
9554346,,Felipe Soares,,,felipe_soarez@live.com,,List import
11004721,Inactive Investor,Chase Shellberg,,"Raymond James Financial Services, Inc. Yuma CO 420 E 8th Ave",chase.shellberg@raymondjames.com,,Salesforce
11152850,Inactive Investor,Jacob Salloum,Financial Representative,MWA Financial Services Inc. Laguna Hills CA 23441 S Pointe Dr,jacob.salloum@modern-woodmen.org,,Salesforce
11149316,Inactive Investor,Maria Lerman,,NYLIFE Securities LLC Virginia Beach VA 2309 Mariners Mark Way,mlerman@ft.newyorklife.com,,Salesforce
10894086,Inactive Investor,Kevin Newman,Financial Planner,"Osaic Wealth, Inc. Clifton Park NY 747 Pierce Rd",,,Salesforce
10763126,Inactive Investor,Geri Pell,Private Wealth Advisor,"Ameriprise Financial Services, LLC New York NY 300 E 40th St",,,Salesforce
11186960,Inactive Investor,Alexander Cribbes,,Goldman Sachs & Co.,,,Salesforce
11199565,Inactive Investor,Kevin Mccutcheon,Chief Investment Officer;Managing Member;Owner,Live Oak Family Offices LLC,kevin@lofollc.com,,Salesforce
245925,,Not Provided,Director,Owex Labs,billy@owexlabs.com,,Manual List Upload
10991312,Inactive Investor,Edward Dougherty,Manager;Principal,"Dougherty Financial Planning, LLC",ed@finplanning.net,,Salesforce
10883868,Inactive Investor,Bryan McWayne,Associate,Thrivent Investment Management Inc. Albany NY 125 Wolf Rd,bryan.mcwayne@thrivent.com,,Salesforce
321736,,Darian Dowdy,,DoD,ddowdster@yahoo.com,,Manual List Upload
9608314,,Michael Greez,,,mgreez@gmail.com,,List import
10931539,Inactive Investor,Everett Morris,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",emorris@massmutual.com,,Salesforce
10942595,Inactive Investor,Mathew Santos,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",mathew.santos@ml.com,,Salesforce
374102,,Mark Beaudin,,[Unknown],beaudins@gci.net,,Salesforce
7008797,,Aboubakar malam,,,aboubakarmalam15@gmail.com,,Web Form Fillout
11179473,Inactive Investor,Larry Haler,Wealth Management Associate,Morgan Stanley Indianapolis IN 800 E 96th St,larry.haler@morganstanley.com,,Salesforce
11235639,Inactive Investor,Barrett Carter,Wealth Manager,Lexus Wealth Management Lawrenceville GA 1755 N Brown Rd,,,Salesforce
9606347,,Laura Angvick,,,langvick@stockmanbank.com,,List import
173169,,Av Ra,,[Unknown],avinashvr@gmail.com,,
11222164,,Ryan Mcquilkin,,,rmcquilkin@flputnam.com,,List Import
11103731,Inactive Investor,Austin Hulsey,,"First Command Brokerage Services, Inc. Columbus MS 68 Brickerton St",ahulsey@firstcommand.com,,Salesforce
9612837,,sid jeff,,,raquaza.master@gmail.com,,List import
9554026,,Andrew Pataky,,,apataky@mesirowfinancial.com,,List import
9604581,,Pavan Sankavaram,,,pavan.shankavaram@gmail.com,,List import
11161473,Inactive Investor,Jeffrey Davis,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,jeffrey.davis@fidelity.com,,Salesforce
11146974,Inactive Investor,Michael Krajnak,Financial Advisor;Team Manager;Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,michael.krajnak@morganstanley.com,,Salesforce
219497,,Christopher Ray,,[Unknown],raychristopher17@gmail.com,,source
48219,,Kevin Goyert,Group Manager,Fisher Investments,k.goyert@fi.com,,
9606244,,Justin Ostroff,,,justin.ostroff@gmail.com,,List import
10976204,Inactive Investor,Andreas Huey,,Citigroup Global Markets Inc.,,,Salesforce
11010834,Inactive Investor,Robert Korlesky,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",robert.s.korlesky@ml.com,,Salesforce
11144485,Inactive Investor,Carolyn Larsen-Wieber,Chief Compliance Officer;Managing Member;Owner,CLW Financial Planning LLC Raleigh NC 5404 Granada Hills Dr,carolyn@clwfinancialplanning.com,,Salesforce
10701171,Active Investor,Anup Shah,,FMTC FBO Anup Shah Roth IRA,anup.net@gmail.com,4259740165,Salesforce
10869848,Inactive Investor,Justin Klunder,Chief Executive Officer;Chief Investment Officer;Partner,"Gray Private Wealth, LLC",jklunder@grayprivatewealth.com,,Salesforce
11073103,Inactive Investor,Catherine Doro,,J.P. Morgan Securities LLC Woodbury NY 7920 Jericho Tpke,catherine.doro@jpmorgan.com,,Salesforce
9603363,,Wachirawit Penrat,,,wachipenrat@gmail.com,,List import
11129284,Inactive Investor,Arkady Ginsburg,,Aegis Capital Corp.,aginsburg@aegiscap.com,,Salesforce
10489014,,Jason Enright,"Financial Consultant, Vice President","Charles Schwab & Co., Inc. Frisco TX 6765 Winning Dr",jje@pacbell.net,,List Import
9621852,,chris palas,,,livinglife25@yahoo.com,,List import
10898475,Inactive Investor,Cristian Santana,Private Client Advisor,J.P. Morgan Securities LLC Garden Grove CA 12851 Harbor Blvd,,,Salesforce
193195,,Gourab Kumar,,[Unknown],1whocares4ever@gmail.com,,
341870,,Bodily Rob,,Investment Management Consultants,rbodily@imcportfolio.com,702-869-0330,Manual List Upload
10893236,Inactive Investor,Christopher Smith,Financial Advisor,Edward Jones Madison AL 120 W Dublin Dr,christopher.smith2@edwardjones.com,,Salesforce
10872828,Inactive Investor,Sam Su,Financial Advisor;Research Associate;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
10767952,Inactive Investor,Edward Wetherell,Chief Strategic Officer,"Capitol Securities Management, Inc. Leesburg VA 28 W Market St",ewetherell@capitolsecurities.com,,Salesforce
6211,,Murry Augenstein,,JRA,maatlanta@yahoo.com,7703634229,
10921860,Inactive Investor,Taven Sparks,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",taven.sparks@nm.com,,Salesforce
11153128,Inactive Investor,William Paulk,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",william_paulk@ml.com,,Salesforce
11207648,Inactive Investor,Daniel Myrick,,"Barnes Pettey Financial Advisors, LLC",,,Salesforce
10931695,Inactive Investor,Britni Levensailor,Managing Member;Principal,"TRS Advisors, LLC Fort Worth TX 6040 Camp Bowie Blvd",,,Salesforce
10797022,Inactive Investor,James Blaszyk,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",james.blaszyk@wellsfargo.com,,Salesforce
9608590,,Daniel Mendoza,,,ximtcsm@gmail.com,,List import
10836667,Inactive Investor,Jonathan Cott,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jonathan.cott@equitable.com,,Salesforce
10938436,Inactive Investor,Jennie Marks,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,jeperry@ft.newyorklife.com,,Salesforce
10611500,,Nolan Menachemson,Financial Advisor,,nolan.menachemson@lpl.com,,List Import
11161328,Inactive Investor,Gary Peterson,Accredited Wealth Manager;Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",gary.peterson@rbc.com,,Salesforce
9619456,,Kevin King,,,kevin@rooferslocal20.com,,List import
10869493,Inactive Investor,Regan Fad,Chief Legal Officer,"Modera Wealth Management, LLC",rfad@moderawealth.com,,Salesforce
245338,,john pileggi,Founder,Strategic Innovations Advisors,john@siadllc.com,212 8101477,Manual List Upload
10785840,Inactive Investor,Michael Luperini,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",michael.l.luperini@ml.com,,Salesforce
346107,,Shelby Armstrong,Senior Accountant,Trive Capital Management Llc,shelbyarmstrong@trivecapital.com,214-499-9715,Manual List Upload
11087927,Inactive Investor,Andrew Jandik,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",andrew.m.jandik@nm.com,,Salesforce
11117451,Inactive Investor,James D'Alessio,,UBS Financial Services Inc. Nashville TN 315 Deaderick St,james.dalessio@ubs.com,,Salesforce
336813,,Earl Crinite,President,Crinite Financial Strategies,ecrinite@royalaa.com,702-212-1120,Manual List Upload
10997168,Inactive Investor,Mario Walker,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
11086014,Inactive Investor,Jeffrey Parmer,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jcparmer@ft.newyorklife.com,,Salesforce
370394,,HARVEY GILBERT,,[Unknown],emass123@usa.net,,Google Natural Search
10858627,Inactive Investor,Daniel Amador,,PFS Investments Inc. Las Vegas NV 7955 W Sahara Ave,daniel.amador@primerica.com,,Salesforce
11128226,Inactive Investor,Maximilian McKelvy,Financial Advisor;Financial Planning Specialist,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,max.mckelvy@morganstanley.com,,Salesforce
10867691,Inactive Investor,Alexis Martinez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
336845,,Lincoln Mcrae,Investment Adviser Representative,"Royal Fund Management, Llc",lincolnmcrae@yahoo.com,352-750-1637,Manual List Upload
9626973,,HUMBLOT Philippe,,,philippe.humblot@gmail.com,,List import
9584125,,Cj Burger,,,cburger@summit-investment.com,,List import
11083595,Inactive Investor,Jenny Kao,,NYLIFE Securities LLC Arcadia CA 34 Eldorado St,jlkao@ft.newyorklife.com,,Salesforce
10879783,Inactive Investor,Suzanne Bays,,"Meridian Wealth Management, LLC",spowell@meridianwealthllc.com,,Salesforce
341351,,Chris Bright,Manager,"Bright Wealth Management, Llc",cbright@brightwealthmanagement.com,972-410-6623,Manual List Upload
11162610,Inactive Investor,Brandon Brown,Financial Advisor,Morgan Stanley Florence AL 201 S Court St,brandon.brown@morganstanley.com,,Salesforce
11035366,Inactive Investor,Richard Sedway,Principal,Park Avenue Securities LLC Incline Village NV 1565 Pinecone Cir,richard_sedway@glic.com,,Salesforce
11109325,Inactive Investor,Jacob Underwood,,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",jacob.underwood@nm.com,,Salesforce
10889186,Inactive Investor,Brandi Holbrook,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brandi.cromer@fidelity.com,,Salesforce
5994987,,Susan A Taylor,,,raliw97016@dni8.com,,Web Form Fillout
11117705,Inactive Investor,Philippe Lathrop,Vice President;Wealth Management Advisor,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",,,Salesforce
11210744,Inactive Investor,Stacy Lewis,Private Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,stacy.lewis@creativeplanning.com,,Salesforce
10843707,Inactive Investor,Isidro Miramontes,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",i.miramontes@amtruinvest.com,,Salesforce
9593554,,Matthew Sgro,,,msgro@legacyadvice.com,,List import
11052785,Inactive Investor,Amanda Shaw,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10763971,Inactive Investor,John Cline,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",john.cline@schwab.com,,Salesforce
11259853,Inactive Investor,Yui Chak Ryan Chow,,J.P. Morgan Securities LLC New York NY 231 Grand St,,,Salesforce
10842441,Inactive Investor,Robert Patrick,Group Practice Director,Thrivent Investment Management Inc. Rockledge FL 1033 Florida Ave S,robert.patrick@thrivent.com,,Salesforce
11121060,Inactive Investor,Sara Solano,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sara_solano@vanguard.com,,Salesforce
11001168,Inactive Investor,Charles Goldman,,"Osaic Wealth, Inc. Nashville TN 95 White Bridge Rd",,,Salesforce
9544669,,Muhammad Faisal,,,faisal.xlr@gmail.com,,List import
11086380,Inactive Investor,Chenglong Tian,,Goldman Sachs & Co.,,,Salesforce
10874587,Inactive Investor,Michael Leifeld,Financial Advisor,Robert W. Baird & Co. Incorporated Battle Creek MI 4625 Beckley Rd,mleifeld@rwbaird.com,,Salesforce
11033731,Inactive Investor,James Hall,,"First Command Brokerage Services, Inc.",jhall@firstcommand.com,,Salesforce
10926382,Inactive Investor,Byron Harris,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10783248,Inactive Investor,Askari Imam,,J.P. Morgan Securities LLC,askari.s.imam@jpmorgan.com,,Salesforce
10796957,Inactive Investor,David Francis,Financial Advisor;Portfolio Management Director;Senior Vice President;Wealth Management Advisor,Morgan Stanley Mequon WI 11501 N Port Washington Rd,david.francis@morganstanley.com,,Salesforce
10815751,Inactive Investor,David Gaskin,,"Private Client Services, LLC Asheboro NC 222 Sunset Ave",dgaskin@pcsbd.net,,Salesforce
10780479,Inactive Investor,Scott Zibley,,Colliers Securities LLC,scott.zibley@colliers.com,,Salesforce
11134918,Inactive Investor,Susan Hamilton,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",susan_a_hamilton@ml.com,,Salesforce
9605356,,Michael Ostermayer,,,michael.ostermayer@psbt.com,,List import
10814936,Inactive Investor,Douglas Jones,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Tucson AZ 1760 E River Rd",douglas.jones@nm.com,,Salesforce
1002284,Inactive Investor,David Hanson,Senior Research Analyst,Ballentine Partners,dhanson@ballentinepartners.com,(781) 907-7358,
335286,,Jeffrey Gandel,Manager And Managing Partner,Long Wharf Capital Llc,jeffrey.gandel@longwharf.com,617-250-7260,Manual List Upload
11168641,Inactive Investor,Cody Whiren,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,,,Salesforce
2441765,,Sheshnath kushwaha,,,kushwahasheshnath@gmail.com,,
11179381,Inactive Investor,Jessica Vucinaj,,The Huntington Investment Company Utica MI 45133 Hayes Rd,,,Salesforce
11146799,Inactive Investor,Dylan Kesterson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",dylan.kesterson@ml.com,,Salesforce
10821972,Inactive Investor,Ray Carter,,"Northwestern Mutual Investment Services, LLC Mobile AL 11 N Water St",doug.carter@nm.com,,Salesforce
9636100,,Peter Uram,,,peter.uram@miraeasset.com,,List import
10986355,Inactive Investor,Constandinos Yenidounia,Financial Advisor,Forthright Capital Advisory,,,Salesforce
11094343,Inactive Investor,Richard Hartmann,,"M Holdings Securities, Inc. Englewood CO 5299 DTC Blvd",richard.hartmann@mfin.com,,Salesforce
10616537,,Linda Newman,,,linda.newman@primerica.com,,List Import
10856659,Inactive Investor,Scott Turner,,"World Investments, Inc. Columbus OH 445 Hutchinson Ave",scott.turner@raymondjames.com,,Salesforce
116163,,Eric Swierski,Financial Advisor,"VALIC Financial Advisors, Inc.",eric.swierski@valic.com,866-544-4968,
11059747,Inactive Investor,Emma Dahlquist,,MMC Securities LLC,emma.dahlquist@mmc.com,,Salesforce
11261269,Inactive Investor,Jeremy Bryant,Chief Operations Officer,Redwood Private Wealth,jeremy.bryant@redwoodprivatewealth.com,,Salesforce
231387,, -,,[[Unknown]],laceyp316@gmail.com,,
9567388,,Richard Blankenship,,,rblankenship@franklin-street.com,,List Import
10861958,Inactive Investor,John Lyons,Financial Advisor,LPL Financial LLC Whitinsville MA 49 Church St,john.lyons@lpl.com,,Salesforce
9647649,,Michael Anderson,,PRIVATE WEALTH GROUP LLC,anderson@privatewealthgroup.com,,List import
11201789,Inactive Investor,Frederick Cook,,LPL Financial LLC Hudson OH 89 1 St St,frederick.cook@lpl.com,,Salesforce
10613632,,Cristina Debrito,"Associate Director, Financial Advisor, Senior Wealth Strategy Associate",,cristina.debrito@ubs.com,,List Import
10816223,Inactive Investor,Heidi Jacobs Mcdonald,,J.P. Morgan Securities LLC Lafayette LA 1233 Kaliste Saloom Rd,heidi.m.jacobs@jpmorgan.com,,Salesforce
11221586,,Lucas Newman,,,lnewman@firstrepublic.com,,List Import
213833,,Vincent Chen,,[Unknown],galaxy_vc@msn.com,,Paid Social
9611675,,Jason Momenthy,,,jmomenthy@virgacap.com,,List import
10918750,Inactive Investor,Mary Richard,Client Associate,"Wells Fargo Advisors Financial Network, LLC Fairfield CT 1300 Post Rd",mary.richard@wfafinet.com,,Salesforce
11093849,Inactive Investor,Mark Porter,,NYLIFE Securities LLC Dayton OH 8632 N Dixie Dr,miporter@ft.newyorklife.com,,Salesforce
10845363,Inactive Investor,Lynn McGill,,"Private Client Services, LLC Brentwood TN 1616 Westgate Cir",,,Salesforce
9617477,,andre kabbani,,,andrekabbani@gmail.com,,List import
10955001,Inactive Investor,Kurtis Grant,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
1005415,Inactive Investor,Varun Aggarwal,,Varun Aggarwal,a.varun@gmail.com,2133002843,Paid Social
219264,,David Sydnor,,[Unknown],davidsydnor19@gmail.com,,
9566532,,Kat O,,,ochniokatarzyna@wp.pl,,List import
10771890,Inactive Investor,Frank Brady,,"Hennion & Walsh, Inc.",fbrady@hennionandwalsh.com,,Salesforce
9579215,,Parag Saxena,,,parag@nsrpartners.com,,List import
340964,,Patricia Nolan,Investor Relations,"50 South Capital Advisors, Llc",patricia.nolan@50southcapital.ntrs.com,312-630-6000,Manual List Upload
11125241,Inactive Investor,Stephanie Gumm,Financial Planner,Commonwealth Financial Network Reston VA 1818 Library St,sgumm@commonwealth.com,,Salesforce
11008527,Inactive Investor,Michael Welch,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,welch.michaelrobert@primerica.com,,Salesforce
9623182,,Surawitchai SupNnased,,,leehongsong18@hotmail.com,,List import
117719,,Raymond Mockmore,,"Thoroughbred Financial Services, LLC",lmockmore@thoroughbredfinancial.com,615-371-0184,
10937805,Inactive Investor,Afaf Deyehia,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,afaf.deyehia@primerica.com,,Salesforce
10946397,Inactive Investor,Matthew Lombardi,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11042834,Inactive Investor,Erich Sokolower,Chief Compliance Officer;Managing Director,"Repex Investment Management Co., Inc.",,,Salesforce
11141345,Inactive Investor,Lance Quesada,,"Oak Tree Securities, Inc. Brentwood CA Private Residence",,,Salesforce
10996843,Inactive Investor,Juan Pablo Vega Maldonado,,J.P. Morgan Securities LLC Houston TX 600 Travis St,juan-pablo.vega-maldonado@jpmorgan.com,,Salesforce
123819,,John Carter,Senior Relationship Manager,"Hightower Advisors, Llc",johncarter@synovus.com,478-319-0059,
10823408,Inactive Investor,Katherine Nelson,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland ME 2 Portland Sq",katherine.nelson@wellsfargoadvisors.com,,Salesforce
11078027,Inactive Investor,Alan Horn,Financial Advisor,Edward Jones Copperas Cove TX 211 Liberty Bell Ln,alan.horn@edwardjones.com,,Salesforce
10793074,Inactive Investor,Mark Shultz,Financial Advisor,Edward Jones Oscoda MI 297 S State St,mark.shultz@edwardjones.com,,Salesforce
9569177,,Christian Seymour,,,trading@seyferra.de,,List import
9561475,,Bill Chan,,,sunky0708@gmail.com,,List import
10886209,Inactive Investor,Gordon Buskirk,,J.P. Morgan Securities LLC Lubbock TX 801 University Ave,gordon.m.buskirk@jpmorgan.com,,Salesforce
11211473,Inactive Investor,Wesley Roland,Financial Advisor,"Osaic Wealth, Inc. Fort Worth TX 2501 Ridgmar Plz",wroland@royalaa.com,,Salesforce
10925699,Inactive Investor,Charles Porter,,"Osaic Wealth, Inc. Gallatin TN Private Residence",,,Salesforce
10890917,Inactive Investor,Christopher Kokinda,,LPL Financial LLC Ashland PA 804 Centre St,christopher.kokinda@lpl.com,,Salesforce
10867023,Inactive Investor,Jeannine Webber,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,jeannine.b.webber@jpmorgan.com,,Salesforce
11021541,Inactive Investor,Daniel Boldon,Associate Wealth Advisor,Corient Chicago IL 10 S Wacker Dr,,,Salesforce
10881621,Inactive Investor,Steven Schultheis,Financial Advisor,Edward Jones New Baden IL 109 E Hanover St,drew.schultheis@edwardjones.com,,Salesforce
10779000,Inactive Investor,Robert Weckenman,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Morrisville PA 1010 Stony Hill Rd,rweckenman@janney.com,,Salesforce
9555903,,Jae Ho Song,,,kingofmice@naver.com,,List import
11098951,Inactive Investor,Michael Hussey,,"Raymond James Financial Services, Inc. Myrtle Beach SC 1151 44th Ave N",davis.hussey@raymondjames.com,,Salesforce
343576,,Christopher Olsgard,Partner,Walleye Capital Llc,colsgard@waller.com,952-345-5200,Manual List Upload
9604784,,Max Meizlish,,,max.meizlish@gmail.com,,List import
11078260,Inactive Investor,Robert Frateschi,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",robert.frateschi@nm.com,,Salesforce
11185191,Inactive Investor,Michael Palios,Investment Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,michael_palios@glic.com,,Salesforce
10878473,Inactive Investor,Joseph Veltri,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10780720,Inactive Investor,Suzanne Small,,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",suzanne.beresford@wellsfargoadvisors.com,,Salesforce
11029393,Inactive Investor,Claire Beck-Belaman,,Deutsche Bank Securities Inc.,,,Salesforce
10789478,Inactive Investor,Stephen Stetz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,stephen.stetz@fidelity.com,,Salesforce
10986487,Inactive Investor,Kathleen Persak,,"Signature Estate Securities, Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10866993,Inactive Investor,Harvelle Stewart,,J.P. Morgan Securities LLC,harvelle.stewart@jpmorgan.com,,Salesforce
11105713,Inactive Investor,Laura Carman,,"Northwestern Mutual Investment Services, LLC Sheboygan WI 2124 Kohler Memorial Dr",laura.carman@nm.com,,Salesforce
11166787,Inactive Investor,Nicholas Iseman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",nicholas.iseman@ml.com,,Salesforce
10589137,,Donna Donaldson,"Product Manager, Vice President",Citigroup Global Markets Inc.,donna.m.donaldson@citi.com,212-793-0710,List Import
11202234,Inactive Investor,John Blanck,Investment Advisor Representative,Success Wealth Management LLC Traverse City MI 2062 N US 31 S,john.blanck@successwealth.org,,Salesforce
10804536,Inactive Investor,Victor Lam,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 805 SW Broadway,victor.lam@ubs.com,,Salesforce
9600128,,Patricia Himes,,,phimes@heritagewealth.net,,List import
10619632,,Stuart Cohen,,,stuart.cohen@nuveen.com,,List Import
10851597,Inactive Investor,Sharon White,,"Northwestern Mutual Investment Services, LLC Huntsville AL 200 Clinton Ave W",sharon.white@nm.com,,Salesforce
170434,,Michael Scott,,[Unknown],mike@fistral.com,,Paid Social
11009247,Inactive Investor,Brock Williams,,"Bankers Life Securities, Inc. Mount Pleasant MI 2026 Independence Dr",brock.williams@bankerslife.com,,Salesforce
10784452,Inactive Investor,Ben Beavers,Chairman;Founder;Partner,"Gresham Partners, LLC",bbeavers@greshampartners.com,,Salesforce
10572913,Active Investor,Michael Casid,,Michael Casid,casid@mac.com,2143940830,Salesforce
11032337,Inactive Investor,Erin Ross,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,erin.ross@thrivent.com,,Salesforce
9609577,,Gautier Godard,,,gautelle@aol.com,,List import
9603721,,Francisco Leit?,,,francisco.leitao@icloud.com,,List import
10963809,Inactive Investor,Austin Summerlin,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",austin.summerlin@nm.com,,Salesforce
10923678,Inactive Investor,Amanda Picard,Manager,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",,,Salesforce
11043677,Inactive Investor,Rodrigo De Azevedo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rodrigo.de-azevedo@jpmorgan.com,,Salesforce
9633196,,K Murakami,,,kmurakami123@gmail.com,,List import
11027378,Inactive Investor,Todd Lamberty,,Newbridge Securities Corporation Sioux Falls SD 2601 S Minnesota Ave,tlamberty@newbridgesecurities.com,,Salesforce
10973489,Inactive Investor,Benjamin Skinner,Partner;Senior Financial Advisor,Summit Financial Strategies Inc,ben.skinner@summitfin.com,,Salesforce
11043138,Inactive Investor,Heidi Bell,,"First Citizens Investor Services, Inc. Southport NC 221 N Howe St",heidi.bell@firstcitizens.com,,Salesforce
9585088,,Sandra Newman,,,snewman@reapfinancial.com,,List import
172916,,CW w,,[Unknown],jmike514@yahoo.com,,
11154737,Inactive Investor,Robert Leclair,,"Osaic Wealth, Inc. Rhinelander WI Private Residence",,,Salesforce
10775901,Inactive Investor,Manish Saraf,,Citigroup Global Markets Inc.,manish.saraf@citi.com,,Salesforce
11140274,Inactive Investor,Alexandra Anthony,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,alexandra.anthony@opco.com,,Salesforce
9590448,,Charles Heekin,,,cheekin@millennialwa.com,,List import
11077730,Inactive Investor,Jeff Crosby,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jeff.crosby@jpmorgan.com,,Salesforce
10914745,Inactive Investor,Marina Curiel,,"Allstate Financial Services, LLC Fair Oaks CA 9718 Fair Oaks Blvd",marinacuriel@allstate.com,,Salesforce
10809704,Inactive Investor,Christopher Brothers,,Maxim Group LLC Fort Lauderdale FL 1 E Broward Blvd,cbrothers@maximgrp.com,,Salesforce
10925901,Inactive Investor,Angelo Difede,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10804340,Inactive Investor,Ross Peay,,"Raymond James Financial Services, Inc. Clarksville TN 2319 Rudolphtown Rd",evans.peay@raymondjames.com,,Salesforce
11221992,,Terrell Stauffer,,,tstauffer@wealthenhancement.com,,List Import
11216953,,Carolina Lopez,,,clopez@nb.com,,Other
10987814,Inactive Investor,Frederick Schulitz,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",frederick.schulitz@empower.com,,Salesforce
10797494,Inactive Investor,Michele Vendig,Regulatory Contact;Senior Vice President;Treasurer;Vice President,MJP Wealth Advisors Farmington CT 790 Farmington Ave,mvendig@mjpassociates.com,,Salesforce
11132663,Inactive Investor,Eric Bruns,Chief Compliance Officer;Financial Planner;Founder;Managing Member,Vanir Wealth Strategies LLC Palm Beach Gardens FL Private Residence,eric@vanirwealth.com,,Salesforce
10881595,Inactive Investor,Joel Oliver,Financial Advisor,Edward Jones Cary NC 2425 Kildaire Farm Rd,joel.oliver@edwardjones.com,,Salesforce
10882782,Inactive Investor,Mariana Picans,Client Service Associate,UBS Financial Services Inc. Denver CO 370 17th St,mariana.picans@ubs.com,,Salesforce
11001118,Inactive Investor,Bryce Mathie,Financial Professional,"Equitable Advisors, LLC Canton OH 4084 Holiday St NW",bryce.mathie@equitable.com,,Salesforce
11131838,Inactive Investor,Jason Brosius,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,jbrosius@primerica.com,,Salesforce
9544314,,Vicky Huang,,,vhuang@businessinsider.com,,List import
9561757,,Benjamin Rischall,,,brischall@royalaa.com,,List import
11119841,Inactive Investor,Anthony Lubrano,,"Equitable Advisors, LLC Paoli PA 1800 E Lancaster Ave",anthony.lubrano@equitable.com,,Salesforce
9587438,,James Brilliant,,,jbrilliant@cm-ic.com,,List import
10950659,Inactive Investor,Brett Drake,Premier Banker,"Wells Fargo Clearing Services, LLC Omaha NE 4425 Center St",brett.drake@wellsfargo.com,,Salesforce
10850085,Inactive Investor,Darren Fabert,Financial Advisor,Edward Jones Martinsville IN 590 E Morgan St,darren.fabert@edwardjones.com,,Salesforce
11128311,Inactive Investor,Andrew Roberts,Associate;Financial Advisor,Thrivent Investment Management Inc. Rochester MN 116 Elton Hills Ln Nw,andy.roberts@thrivent.com,,Salesforce
11154651,Inactive Investor,Melissa Mills,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,melissa.mills@fidelity.com,,Salesforce
11189855,Inactive Investor,Gino Lopez,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",gino.lopez@ml.com,,Salesforce
9621088,,Nelson Resende,,,nr642u@att.com,,List import
10845648,Inactive Investor,Philip Byrne,Chief Investment Officer;Vice President,GeoVest Advisors Inc Fairport NY 451 Victor Rd,philip.byrne@geovestadvisors.com,,Salesforce
142962,,Lane Sires,Senior Relationship Manager,"Principal Securities, Inc.",sires.lane@principal.com,515-247-0601,
11030484,Inactive Investor,Webster Nicholson,,"First Command Brokerage Services, Inc. Chesapeake VA 870 Greenbriar Cir",wfnicholson@firstcommand.com,,Salesforce
10865273,Inactive Investor,Joshua Meason,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9553384,,Orlando Souza,,,orlando.telles@mercuriuscrypto.com,,List import
149127,,Jerome BUCKNER,,[Unknown],babydunn23@twc.com,,
10846328,Inactive Investor,Alexander Potenza,Chief Compliance Officer;Director - Financial Planning;President,"Skyview Financial Group, LLC Ponte Vedra Beach FL 816 Hwy A1a N",,,Salesforce
10814521,Inactive Investor,Ronald Molles,Financial Advisor,"Equitable Advisors, LLC Brookfield CT 304 Federal Rd",ronald.molles@equitable.com,,Salesforce
45365,,Donald Mason,Sales Consultant,"Stadion Money Management, LLC",steve.mason@stadionmoney.com,706-817-9197,
11047786,Inactive Investor,Joseph Johnson,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,,,Salesforce
10894434,Inactive Investor,Joseph Rosenberg,,"Herold & Lantern Investments, Inc.",jrosenberg@heroldlantern.com,,Salesforce
11170472,Inactive Investor,Monica Feyock,,"Empower Financial Services, Inc Lancaster PA Private Residence",monica.feyock@gwrs.com,,Salesforce
11011922,Inactive Investor,William Cox,,State Farm VP Management Corp. Prosper TX 291 S Preston Rd,williamcox@statefarm.com,,Salesforce
10775077,Inactive Investor,Richard Munneke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",richard.munneke@schwab.com,,Salesforce
9564695,,Jason Jones,,,jason.jones@53.com,,List import
215619,,Tim Del Bello,,[[Unknown]],t.delbello@nyl.com,,Database Upload
11183888,Inactive Investor,Andrea Scott,First Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",andrea.bond@wellsfargoadvisors.com,,Salesforce
9639371,,Alexander Mende,,,alexander.mende@rpm.se,,List import
10935339,Inactive Investor,David Sacher,,"MML Investors Services, LLC New York NY 90 Park Ave",dsacher@massmutual.com,,Salesforce
10775663,Inactive Investor,Michael Amoroso,,Neuberger Berman BD LLC,mamoroso@nb.com,,Salesforce
11189907,Inactive Investor,James Bishop,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",jim.bishop@ml.com,,Salesforce
10488306,,Michael Skillman,"Chief Compliance Officer, Chief Executive Officer",Faith Investor Services,mskillman@fisetfs.com,,List Import
10730894,,Lamie Sambola,,,lamiesambolajr@gmail.com,,Web Form Fillout
212499,,Yen N Nguyen,,investor,y4money99@yahoo.com,,
10938647,Inactive Investor,Jacob Schisler,Chief Compliance Officer;Managing Member,Apex Wealth Advisors LLC,,,Salesforce
11206492,Inactive Investor,Christopher Washington,,LPL Financial LLC Missouri City TX Private Residence,c.washington@lpl.com,,Salesforce
10885518,Inactive Investor,Brett D'Orlando,Chief Compliance Officer;Founding Partner,"Fortem Financial Group, LLC",bdorlando@fortemfin.com,,Salesforce
11165708,Inactive Investor,Andrew Gillman,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",andrew.gillman@equitable.com,,Salesforce
10788915,Inactive Investor,Frank Cirasola,Financial Professional,"MML Investors Services, LLC Melville NY 48 S Service Rd",fcirasola@financialguide.com,,Salesforce
10908488,Inactive Investor,Kevin Paulsen,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,kevin.paulsen@fidelity.com,,Salesforce
10763496,Inactive Investor,Jack Giamportone,Financial Advisor,Edward Jones Raleigh NC 9212 Falls of Neuse Rd,jack.giamportone@edwardjones.com,,Salesforce
10845425,Inactive Investor,Gregg Gold,,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",,,Salesforce
11073576,Inactive Investor,Chad Peterson,,"Brokers International Financial Services, LLC. Omaha NE 15808 W Dodge Rd",cpeterson@brokersifs.com,,Salesforce
231278,, -,,[[Unknown]],fixitjosh1@gmail.com,,
10855452,Inactive Investor,Steven Kolasinski,Financial Advisor,Edward Jones Howell MI 105 W Clinton St,steve.kolasinski2@edwardjones.com,,Salesforce
9546270,,Michael Wiginton,,,mwiginton@cantella.com,,List import
321806,,Peter Spanorigas,,Investor,pnspano14@gmail.com,,Manual List Upload
10814747,Inactive Investor,Pamela Riel,,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",pamela.riel@wellsfargoadvisors.com,,Salesforce
1899995,,Niku patel patel,,,patelnikupatel4@gmail.com,,
10927339,Inactive Investor,Marco Ramos,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",,,Salesforce
10832587,Inactive Investor,Brian Sandblom,Financial Advisor,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",brian.sandblom@prudential.com,,Salesforce
10851269,Inactive Investor,Jamie Smith,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",jamie.smith@equitable.com,,Salesforce
10851533,Inactive Investor,Ashlee Moehring,Chief Compliance Officer;Consultant;Member;Principal,Sellwood Consulting LLC,,,Salesforce
11171681,Inactive Investor,Patrick Sullivan,,"Principal Securities, Inc. La Salle IL 613 1st St",sullivan.patrick@principal.com,,Salesforce
10648110,,Douglas Campbell,,,doug.campbell@acfamilyoffice.com,,List Import
9632460,,Jj jj,,,jj@jj.com,,List import
11196677,Inactive Investor,William Swenson,,ERG Securities (US) LLC,,,Salesforce
11144382,Inactive Investor,Erin Powis,Financial Advisor,CLG LLC Ukiah CA 390 W Standley St,epowis@clgwm.com,,Salesforce
10880248,Inactive Investor,Chandler Groves,Private Client Advisor,Key Investment Services LLC Toledo OH 300 Madison Ave,chandler_groves@kisinvestments.com,,Salesforce
11120904,Inactive Investor,Jason Goncz,Investment Advisor Representative,"Equity Services, Inc. Columbus OH 100 E Campus View Blvd",goncz_jason@nlvmail.com,,Salesforce
11096692,Inactive Investor,Colleen Williams,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,colleen.williams@fidelity.com,,Salesforce
11211655,Inactive Investor,Deborah Cook,Financial Planner,"Pruco Securities, LLC. New Bern NC 3012 Trent Rd",deborah.cook@prudential.com,,Salesforce
9623518,,Oleg Kool,,,crypto4brains@gmail.com,,List import
10886430,Inactive Investor,Gregory Rickens,Investment Advisor,"Premier Wealth Advisors, LLC New York NY 1411 Broadway",grickens@premieradvisors.net,,Salesforce
9553874,,David Cummings,,,dpc101981@gmail.com,,List import
10945180,Inactive Investor,Derek Butler,Advisor,LPL Financial LLC Woodland Hills CA 5850 Canoga Ave,derek.butler@lpl.com,,Salesforce
10760002,Inactive Investor,Joseph Saccon,Wealth Management Advisor,Morgan Stanley Allentown PA 515 Hamilton St,joseph.saccon@morganstanley.com,,Salesforce
11193964,Inactive Investor,Frank Quinn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,frank.quinn@ubs.com,,Salesforce
10773626,Inactive Investor,Judith Dornacher,Complex Risk Officer,Morgan Stanley Waukesha WI 20975 Swenson Dr,judy.dornacher@morganstanley.com,,Salesforce
9628626,,Milan Manavat,,,milan182@yahoo.com,,List import
10931319,Inactive Investor,Howard Hsieh,,Cetera Investment Services LLC Irvine CA 14845 Jeffrey Rd,howard.hsieh@ceterais.com,,Salesforce
10958379,Inactive Investor,Linda Wang,Private Client Banker,J.P. Morgan Securities LLC Irvine CA 4820 Irvine Blvd,linda.e.wang@chase.com,,Salesforce
9556227,,António Pedro Fonseca,,,apedrofonseca@outlook.pt,,List import
10820052,Inactive Investor,David Macaulay,Chief Compliance Officer;Chief Executive Officer;Managing Director,"Macaulay & Associates, LLC",,,Salesforce
10927157,Inactive Investor,Stephen Kaufman,,"ValMark Securities, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
11000345,Inactive Investor,Colin Prestesater,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
10992561,Inactive Investor,Jaime Molina,,"Raymond James & Associates, Inc. El Paso TX 4503 N Mesa St",,,Salesforce
11119420,Inactive Investor,Landon Kovacs,,State Farm VP Management Corp. Kalamazoo MI 810 W Kilgore Rd,landon.kovacs.mdil@statefarm.com,,Salesforce
11155926,Inactive Investor,David Biehl,Owner;President,Capital Management Services,,,Salesforce
235791,, -,,[[Unknown]],rezap332@gmail.com,,
11178292,Inactive Investor,Sarah Gibides,,LPL Financial LLC Harleysville PA 331 Ruth Rd,sarah.gibides@lpl.com,,Salesforce
11212408,Inactive Investor,Donald Pendleton,,J.P. Morgan Securities LLC Chicago IL 4730 W 79th St,donald.w.pendleton@jpmorgan.com,,Salesforce
10786292,Inactive Investor,Deborah Harrod,,LPL Financial LLC South Glastonbury CT Private Residence,deborah.harrod@lpl.com,,Salesforce
374405,,Scott Laue,Financial Advisor,Savant Wealth Management,slaue@savantcapital.com,(815) 227-0300,Salesforce
10606430,,Dodd Koeckert,"Financial Advisor, Managing Director, Senior Portfolio Manager","RBC Capital Markets, LLC",dodd.koeckert@rbc.com,203-351-9320,List Import
246342,,Not Provided,President,Silicon Economics,jjameson@siliconeconomics.com,,Manual List Upload
10778627,Inactive Investor,Trevor Harrison,Financial Advisor,Edward Jones Montrose CO 164 Colorado Ave,trevor.harrison@edwardjones.com,,Salesforce
238612,,yajavier@hotmail.com Yanez,,[Unknown],yajavier@hotmail.com,,Direct
11008812,Inactive Investor,Joel Mischley,,"Osaic Wealth, Inc.",,,Salesforce
10881997,Inactive Investor,Taylor Cooper,Financial Advisor,Edward Jones Tuscumbia AL 308 N Main St,taylor.cooper@edwardjones.com,,Salesforce
11008052,Inactive Investor,Kayla Cline,,"Concourse Financial Group Securities, Inc. Plain City OH 213 S Chillicothe St",kayla.tennefoss@concoursefinancial.com,,Salesforce
11014228,Inactive Investor,Ryan Braniger,,"Allstate Financial Services, LLC Bradenton FL 4012 Cortez Rd W",ryanbraniger@allstate.com,,Salesforce
10801885,Inactive Investor,Dennis Fitzpatrick,Principal,DB Fitzpatrick Boise ID 225 N 9th St,dennis@dbfitzpatrick.com,,Salesforce
10840793,Inactive Investor,Kristy Parker,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",kristy.parker@schwab.com,,Salesforce
10619024,,Nicole Campbell,,,ncampbell@forumfinancial.com,,List Import
11217308,,Michael Wilbur,,,mike.wilbur@prudential.com,,Other
10614163,,Pouya Lavian,"Financial Advisor, Managing Director - Investments",,pouya.lavian@wellsfargoadvisors.com,,List Import
11111278,Inactive Investor,Charles Williamson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11080457,Inactive Investor,Timothy Krupa,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10929010,Inactive Investor,Philise Coggins,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",philise.coggins@tiaa.org,,Salesforce
11079873,Inactive Investor,Thomas Singletary,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Houston TX 20329 State Hwy 249",singletaryt@stifel.com,,Salesforce
11027404,Inactive Investor,Blair Applegate,,"Kestra Investment Services, LLC Aliso Viejo CA 120 Vantis Dr",,,Salesforce
10776571,Inactive Investor,Ronald Chesney,Senior Vice President - Wealth Management,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,ronald.chesney@ubs.com,,Salesforce
9633039,,Dan Smithson,,,damndanielbackatitagain@hotmail.com,,List import
248073,,Romaly Inc.,,[Unknown],freya@nascent.xyz,,
10915468,Inactive Investor,Carl Gottuso,,IP Financial Advisory Services LLC Corona CA Private Residence,cgottuso@innovationpartnersllc.com,,Salesforce
11222406,,Ross Blauwkamp,,,rblauwkamp@azacapital.com,,List Import
10612381,,Brandon Powers,"Financial Advisor, Senior Financial Representative",,brandonp0806@hotmail.com,,List Import
11201128,Inactive Investor,James Biles,Chief Compliance Officer;Member;Partner,"myCIO Wealth Partners, LLC Philadelphia PA 2929 Arch St",james.biles@myciowp.com,,Salesforce
11105073,Inactive Investor,Robert Schmidt,,"M&A Securities Group, Inc.",,,Salesforce
10871910,Inactive Investor,Aaron Moore,Financial Advisor;Wealth Advisor,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,,,Salesforce
11154351,Inactive Investor,Scott McMurdie,Financial Advisor,"Osaic Wealth, Inc. Richardson TX 2435 N Central Expy",,,Salesforce
11254524,Inactive Investor,Luke Hippler,,"M&A Securities Group, Inc. Wadsworth OH 5021 Ridge Rd",,,Salesforce
10922021,Inactive Investor,Lynne Connolly,Chief Compliance Officer;Chief Executive Officer;Owner,"Emerald Wealth Management, Inc.",,,Salesforce
11157714,Inactive Investor,Christopher Richey,Managing Director,Silvercrest Asset Management Group LLC La Jolla CA 4250 Executive Sq,crichey@silvercrestgroup.com,,Salesforce
11236554,Inactive Investor,Benjamin Carlson,Wealth Advisor,"Carlson Capital Management, LLC Minneapolis MN 1700 W 82nd St",ben.carlson@carlsoncap.com,,Salesforce
11098028,Inactive Investor,Kelly Hitt,Financial Advisor;Office Manager;Regulatory Contact,"Brown Capital Management, LLC",khitt@brown-cm.com,,Salesforce
11054355,Inactive Investor,William Newland,Financial Advisor,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",william.newland@wellsfargoadvisors.com,,Salesforce
11015468,Inactive Investor,LaTesha Russell,,Cetera Advisor Networks LLC Arlington TX 504 W Main St,,,Salesforce
10922980,Inactive Investor,Shinjini Mukherji,Manager,Neuberger Berman BD LLC,shinjini.mukherji@nb.com,,Salesforce
11158156,Inactive Investor,Rachel Kennedy,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10932335,Inactive Investor,Erik Hsu,,"Northwestern Mutual Investment Services, LLC Monroe LA 1888 Hudson Cir",erik.hsu@nm.com,,Salesforce
10849101,Inactive Investor,Timothy Smith,Chief Compliance Officer;President,"Fairway Asset Management, Inc.",tsmith@fairwayam.com,,Salesforce
55291,,Charles Musson,Financial Consultant,Fidelity Personal and Workplace Advisors,charles.musson@fidelity.com,,
9554596,,Franz Colloredo-mansfeld,,,franzc-m@cabotprop.com,,List import
11180780,Inactive Investor,David Blanco,,"Frost Brokerage Services, Inc. Austin TX 1206 W 38th St",david.blanco@frostbank.com,,Salesforce
10769240,Inactive Investor,David Aramaki,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 14205 SE 36th St",david.h.aramaki@ampf.com,,Salesforce
11112744,Inactive Investor,John Palladino,,"Kestra Investment Services, LLC San Mateo CA 1777 Borel Pl",,,Salesforce
11189958,Inactive Investor,James Dematthew,,"Empower Financial Services, Inc Amsterdam MO Private Residence",james.dematthew@gwrs.com,,Salesforce
11158065,Inactive Investor,Mark Manber,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",mmanber@worldcapitalbrokerage.com,,Salesforce
9572757,,Erik Mahland,,,erik.mahland@soros.com,,List import
10765637,Inactive Investor,Jennifer Wilson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 12400 Olive Blvd",jen.a.wilson@ampf.com,,Salesforce
10780477,Inactive Investor,Lourdes Corujo-Ramsey,,"Osaic FS, Inc. San Juan PR 452 Ave Ponce de Leon",,,Salesforce
9544492,,Ranjit Yadav,,,yadavranjit942@gmail.com,,List import
9583027,,Patrick Rhoads,,,p.rhoads@fi.com,,List import
10860830,Inactive Investor,Youree McBride,Financial Advisor,LPL Financial LLC Austin TX 6504 Bridge Point Pkwy,youree.mcbride@lpl.com,,Salesforce
9566424,,Lavondrae Davis,,,lavondraed@gmail.com,,List import
11195067,Inactive Investor,Gregory Ernst,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",gregory.ernst@rbc.com,,Salesforce
11238939,Inactive Investor,Dudley Brickhouse,,AMG National Trust Bank,dbrickhouse@amgnational.com,,Salesforce
10822279,Inactive Investor,Brian Thomas,,"Capital Investment Group, Inc. Greenville SC 27 Cleveland St",bthomas@capital-invest.com,,Salesforce
10974080,Inactive Investor,Jacob Williams,,United Planners' Financial Services of America A Limited Partner Dublin OH Private Residence,,,Salesforce
10823965,Inactive Investor,Nathan Hicks,Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,nathan.hicks@morganstanley.com,,Salesforce
11207326,Inactive Investor,Ha Young Song,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",,,Salesforce
9551542,,Joshua Goldfarb,,,joshua.goldfarb@fidelity.com,,List import
10897523,Inactive Investor,Kevin Baum,Associate Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,kevin.baum@opco.com,,Salesforce
9646198,,Carl Domino,,,cd@carldomino.com,,List import
10818857,Inactive Investor,Elizabeth Brown,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,elizabeth.brown@fmr.com,,Salesforce
9596453,,SOK jardine,,,sok.jardine@gmail.com,,List import
10942108,Inactive Investor,Christopher Porter,,"Cambridge Investment Research, Inc. Galax VA 411 N Main St",,,Salesforce
10998952,Inactive Investor,Dicely Tavarez,,J.P. Morgan Securities LLC Flushing NY 14417 Union Tpke,dicely.tavarez@jpmorgan.com,,Salesforce
11156243,Inactive Investor,Robin Robert,Financial Consultant,"Equitable Advisors, LLC Sequim WA Private Residence",robin.robert@equitable.com,,Salesforce
10992002,Inactive Investor,Samuel Anhalt,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",samuel.anhalt@nm.com,,Salesforce
10953099,Inactive Investor,Garett Magee,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11234531,Inactive Investor,Chad Castrinos,,"IFP Securities, LLC Metairie LA 2901 N Causeway Blvd",,,Salesforce
11164865,Inactive Investor,Preston Townson,,"Woodmen Financial Services, Inc.",ptownson@woodmen.org,,Salesforce
10880087,Inactive Investor,Cory Faucheux,Senior Financial Advisor,"TruWealth Advisors, LLC",cory.faucheux@twadvisor.com,,Salesforce
11234582,Inactive Investor,Nathan Digmann,Wealth Manager,Creative Planning Milwaukee WI 10000 W Innovation Dr,nathan.digmann@creativeplanning.com,,Salesforce
9566717,,Rory Lea,,,rlea@financialguide.com,,List import
10940630,Inactive Investor,Cindy Tsai,Assistant Vice President,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
11074778,Inactive Investor,Annie Zhang,Private Wealth Advisor,"Ameriprise Financial Services, LLC Akron OH 3250 W Market St",annie.h.zhang@ampf.com,,Salesforce
9570829,,Everette Scrivner,,,escrivner@massmutual.com,,List import
10838005,Inactive Investor,Sheryl Meyer,,Purshe Kaplan Sterling Investments Wichita KS 1605 N Waterfront Pkwy,smeyer@pksinvest.com,,Salesforce
243355,,Jason Early,Chief Revenue Officer,BizEquity,jason@bizequity.com,14843433688,Manual List Upload
11055388,Inactive Investor,Brian Stephens,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10981614,Inactive Investor,Bernard Whall,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,bernard_whall@vanguard.com,,Salesforce
11075785,Inactive Investor,Jacquelyn Burns,,Lincoln Investment Arcadia OH 100 E Fremont St,jburns@lincolninvestment.com,,Salesforce
11101526,Inactive Investor,Rebecca Chicco,Advisor,"Raymond James & Associates, Inc.",rebecca.chicco@raymondjames.com,,Salesforce
11035237,Inactive Investor,George Porges,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",gjohn_porges@ml.com,,Salesforce
10646093,,Robert Palmer,,,robert.palmer@plantemoran.com,,List Import
9572454,,Gary Bonner,,,gary.bonner@thrivent.com,,List import
336615,,Jeff Ploeger,Wealth Advisor,"Northwest Wealth Management, Llc",jploeger@bank-northwest.com,877-207-0994,Manual List Upload
11263786,Inactive Investor,Wendy Peichel,Paraplanner,Strong Tower Advisory Services,wendy@strongtowerwm.com,612-436-3750,Salesforce
11138567,Inactive Investor,Aaron Schrader,,"First Command Brokerage Services, Inc. Bossier City LA 1325 Barksdale Blvd",,,Salesforce
10646224,,Anthony Baldassari,,,anthony.baldassari@morganstanley.com,,List Import
11089243,Inactive Investor,Kirk Davis,Financial Advisor,Edward Jones Fort Wayne IN 9017 Coldwater Rd,kirk.davis@edwardjones.com,,Salesforce
10914923,Inactive Investor,James Argue,,J.P. Morgan Securities LLC Monrovia CA 102 W Foothill Blvd,james.e.argue@jpmorgan.com,,Salesforce
10913620,Inactive Investor,Makenzie Brown,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9609492,,Jair Said Hernandez Reyes,,,jairsaidds@gmail.com,,List import
10807683,Inactive Investor,Michael Rubin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",michael.rubin@ml.com,,Salesforce
10991874,Inactive Investor,Katrice Noble,,"Allstate Financial Services, LLC Lawrenceville GA 1180 McKendree Church Rd",katricenoble@allstate.com,,Salesforce
11035274,Inactive Investor,Jane Sholder,Financial Advisor;Senior Financial Advisor;Senior Vice President;Vice President - Investments,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",jane.sholder@wellsfargo.com,,Salesforce
11184946,Inactive Investor,Augustus Martz,,"Truist Investment Services, Inc. Frederick MD 5280 Corporate Dr",gus.martz@truist.com,,Salesforce
11106113,Inactive Investor,Patrick Stradtman,Chief Financial Officer;Chief Operating Officer;Regulatory Contact,VCI Wealth Management LLC,,,Salesforce
10822717,Inactive Investor,Ryan Amengual,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",ryan.amengual@ml.com,,Salesforce
10790838,Inactive Investor,Bonnie Blaylock,,Cetera Investment Services LLC Newport News VA 11742 Jefferson Ave,bonnie.blaylock@ceterais.com,,Salesforce
10950596,Inactive Investor,David Foad,Financial Advisor,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",david.foad@prudential.com,,Salesforce
335861,,Matthew Almaguer,,Personal Capital Advisors Corporation,malmaguer@personalcapital.com,,
10944384,Inactive Investor,Alexis Tyson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11083165,Inactive Investor,William Chase,,"MML Investors Services, LLC Sarasota FL 1800 2nd St",wjchase@financialguide.com,,Salesforce
11120202,Inactive Investor,Miguel Cortes,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,miguel.cortes@citigroup.com,,Salesforce
10839070,Inactive Investor,Cheryl Pearson,Paraplanner,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",cheryl.g.pearson@ampf.com,,Salesforce
10484957,,Steven Bloch,"Managing Member, Managing Partner","Bloch Private Wealth, LLC",steve@blochprivatewealth.com,,List Import
10929807,Inactive Investor,Timothy Hutchens,,LPL Financial LLC Otsego MI 900 Dix St,timothy.hutchens@lpl.com,,Salesforce
10919622,Inactive Investor,David Weiler,,"Osaic Wealth, Inc. Cass City MI 6815 Cass City Rd",dweiler@osaicwealth.com,,Salesforce
11112751,Inactive Investor,Turner Schuster,,"Kestra Investment Services, LLC Columbia MO 2000 Forum Blvd",,,Salesforce
11074357,Inactive Investor,Allen Dengler,Head - Portfolio Management;Managing Director,"Clearstead, Hartland & Co,. LLC",adengler@clearstead.com,,Salesforce
10820304,Inactive Investor,David Obenberger,Principal,"Geneos Wealth Management, Inc. Deer Park TX 317 W San Augustine St",,,Salesforce
10468480,,Bernd Thissen,,,bthissen@vodafone.de,,Web Form Fillout
10797427,Inactive Investor,Matthew Calabretta,Financial Advisor;Managing Director;Senior Investment Management Consultant,Morgan Stanley York PA 221 W Philadelphia St,matthew.calabretta@morganstanley.com,,Salesforce
11179917,Inactive Investor,Anthony Piccirillo,,Key Investment Services LLC Beachwood OH 24600 Chagrin Blvd,anthony.piccirillo@key.com,,Salesforce
111286,,Luca Cermelli,,Horizen,luca@horizen.global,,Direct
9576417,,Andre Kettell,,,andrekettell@gmail.com,,List import
10646047,,Natalie Albers,,,natalie.albers@morganstanley.com,,List Import
10986959,Inactive Investor,Daniel Coven,,Thrivent Investment Management Inc. Longmont CO 600 5th Ave,daniel.coven@thrivent.com,,Salesforce
10899575,Inactive Investor,Craig Carson,,PFS Investments Inc. Grandview MO 708 Main St,,,Salesforce
11140777,Inactive Investor,William Magette,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",william.magette@wellsfargoadvisors.com,,Salesforce
10963502,Inactive Investor,Arium Devine,Wealth Advisor,LPL Financial LLC Evansville IN 3535 N Green River Rd,arium.devine@lpl.com,,Salesforce
96577,,Emily Becker,"President, Direct Owner, Director",Orleans Capital Management Corp,emily.becker@orleanscapital.com,504-592-4680,Manual List Upload
11141578,Inactive Investor,Gail O'Connor,Senior Registered Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,gail.oconnor@morganstanley.com,,Salesforce
11124199,Inactive Investor,Kenzi Thomas,,J.P. Morgan Securities LLC Lima OH 750 N Cable Rd,,,Salesforce
10657197,,Jorge Vega,,,jorge.j.vega@jpmorgan.com,,List Import
9616826,,Murat Eskicioglu,,,meskici50@hotmail.com,,List import
11003406,Inactive Investor,Aakanksha Sharma,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
248818,,Dan Pathomvanich,CEO,NR Instant Produce PCL,monica@nrinstant.com,,Manual List Upload
10879761,Inactive Investor,Aarti Recordon,,Goldman Sachs & Co.,aarti.kumar@gs.com,,Salesforce
236238,, -,,[[Unknown]],nifox@aol.com,,Paid Search
10871896,Inactive Investor,Robert Grove,Financial Advisor,Edward Jones Adel IA 412 Greene St,bob.grove@edwardjones.com,,Salesforce
11111836,Inactive Investor,Christian Holgard,Financial Associate;Partner,Thrivent Investment Management Inc. Denver CO 445 Union Blvd,christian.holgard@thrivent.com,,Salesforce
11201509,Inactive Investor,Dustin Foust,,J.P. Morgan Securities LLC Westfield IN 3603 State Road 32 E,dustin.foust@jpmorgan.com,,Salesforce
11011042,Inactive Investor,Holly Gray,,MWA Financial Services Inc. Reese MI 9904 Saginaw St,holly.gray@modern-woodmen.org,,Salesforce
11056325,Inactive Investor,Clark Jolley,Investment Advisor,LPL Financial LLC Valencia CA 27441 Tourney Rd,clark.jolley@lpl.com,,Salesforce
11169374,Inactive Investor,Jerome Burns,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jerome.burns@fidelity.com,,Salesforce
10657068,,LaChun Swims,,,lswims@primerica.com,,List Import
10950501,Inactive Investor,Andrew Fishkind,,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
9558444,,Matthews Letlape,,,matthewsletlape1@gmail.com,,List import
9602293,,Jonathan Joles,,,jonathan.joles@clsinvest.com,,List import
10907069,Inactive Investor,Christopher Dukes,,"WestPark Capital, Inc. Thousand Oaks CA 31194 La Baya Dr",cdukes@wpcapital.com,,Salesforce
33539,,Paul Gigot,,Thrivent Investment Management Inc.,paul.gigot@thrivent.com,920-628-5828,
11136152,Inactive Investor,Mitchell Peyton,,"Northwestern Mutual Investment Services, LLC Manchester IA 909 W Main St",mitch.peyton@nm.com,,Salesforce
11221643,,Mathew Kempenich,,,mathewk@efsadvisors.com,,List Import
11107955,Inactive Investor,Frank Bonanni,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
237296,, -,,[[Unknown]],howard.hanlon@yahoo.com,,Advertising
11004890,Inactive Investor,Kevin Pfeffer,Financial Advice Sales Consultant,"Ameriprise Financial Services, LLC New York NY 6 Stone St",kevin.pfeffer@ampf.com,,Salesforce
11101260,Inactive Investor,Gary Morris,,PFS Investments Inc. Dillsburg PA 9 N Baltimore St,,,Salesforce
9577572,,Missy Hoffman,,,missykaiyoga@gmail.com,,List import
11096819,Inactive Investor,Brian Gasbarro,Managing Partner,Pension & Wealth Management Advisors,brian@pensionwealth.com,,Salesforce
10936727,Inactive Investor,Richard Pecotte,Financial Advisor,PFG Advisors Farmington NM 5900 E Main St,,,Salesforce
11066883,Inactive Investor,Jonathan Wood,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",zachary_wood@ml.com,,Salesforce
11207217,Inactive Investor,Jaime Young,Senior Financial Advisor,"Sacks & Associates, LLC",jyoung@sacks-associates.com,,Salesforce
338375,,Simira Balay,Senior Content Producer,Middle East Broadcasting Network,sbalay@radiosawa.com,,Content
11111936,Inactive Investor,Paiwei Lee,,Cetera Advisor Networks LLC Matamoras PA Private Residence,weilee@ceteranetworks.com,,Salesforce
10993392,Inactive Investor,Rejoy Samuel,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10804319,Inactive Investor,Daniel Lubich,,"FBL Marketing Services, LLC Saint Paul MN 2042 Wooddale Dr",daniel.lubich@fbfs.com,,Salesforce
11064452,Inactive Investor,Corey Staub,Financial Advisor,LPL Financial LLC Bloomfield Hills MI 40701 Woodward Ave,corey.staub@lpl.com,,Salesforce
237433,, -,,[[Unknown]],kmanago808@gmail.com,,
11061549,Inactive Investor,James Graham,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Sherman TX 1303 N Travis St",hunter.graham@benjaminfedwards.com,,Salesforce
9613109,,Gary Wozny,,,gwozny@lcmcapital.com,,List import
10766787,Inactive Investor,Suzanne Wrenne,,Morgan Stanley Boca Raton FL 595 S Federal Hwy,suzanne.wrenne@morganstanley.com,,Salesforce
10920622,Inactive Investor,Timothy Devries,Chief Compliance Officer;Senior Partner,ClearView Investments,tim@clearviewinvesting.com,,Salesforce
10829577,Inactive Investor,Dirk Jackson,,State Farm VP Management Corp. Fremont CA 39500 Stevenson Pl,dirk.jackson.cvls@statefarm.com,,Salesforce
11130966,Inactive Investor,Adrian Ramirez,,Fidelity Brokerage Services LLC Los Angeles CA Private Residence,,,Salesforce
11149060,Inactive Investor,Stanley Crouch,,Aegis Capital Corp. Westport CT 156 Kings Hwy N,scrouch@aegiscap.com,,Salesforce
231461,,David McGrady -,,David McGrady [[Unknown]],demcgrady1@gmail.com,,
9627831,,Emily Wilson,,,emilycwilson2@gmail.com,,List import
9600600,,Barbara Matheson,,,barbara@destinationwm.com,,List import
11145528,Inactive Investor,Scott Wilson,,State Farm VP Management Corp. Columbus IN 3640 Commerce Dr,scott.wilson.l8fh@statefarm.com,,Salesforce
11076434,Inactive Investor,Gerald Marino,Administrative Assistant,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
10777819,Inactive Investor,Kirk Kim,,Goldman Sachs & Co. San Francisco CA 555 California St,kirk.kim@gs.com,,Salesforce
11091673,Inactive Investor,John Contreras,Senior Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,john.e.contreras@jpmorgan.com,,Salesforce
11010926,Inactive Investor,Cheryl Schluterman,,"Raymond James & Associates, Inc. Little Rock AR 1 Information Way",cheryl.schluterman@raymondjames.com,,Salesforce
10882593,Inactive Investor,Frances Lantery,District Leader,PFS Investments Inc. North Royalton OH 11456 State Rd,frances.lantery@primerica.com,,Salesforce
11043482,Inactive Investor,Richard Craft,Financial Planner,"Osaic FA, Inc. Lutherville Timonium MD 1447 York Rd",richard.craft@lfg.com,,Salesforce
11037699,Inactive Investor,Michael Ackerman,,Cetera Investment Services LLC Raleigh NC 7100 Creedmoor Rd,,,Salesforce
10825441,Inactive Investor,David Tomfohrde,,"St. Bernard Financial Services, Inc.",david.tomfohrde@stbernardfinancial.com,,Salesforce
10914502,Inactive Investor,Joshua Stelle,,Cetera Investment Services LLC Hermitage PA 1 FNB Blvd,,,Salesforce
10890116,Inactive Investor,Irena Hsiao,Financial Advisor Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,irena.hsiao@morganstanley.com,,Salesforce
10936211,Inactive Investor,Gilbert Mathieu,,"Pruco Securities, LLC. El Segundo CA 222 N Pacific Coast Hwy",gilbert.mathieu@prudential.com,,Salesforce
11122675,Inactive Investor,Jennifer Fromm,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",jennifer_fromm@ml.com,,Salesforce
10973653,Inactive Investor,Matthew Hull,Financial Advisor,Edward Jones Conroe TX 1904 Longmire Rd,matthew.hull@edwardjones.com,,Salesforce
9575803,,hermann -,,,hermann956@googlemail.com,,List import
10884374,Inactive Investor,John Leiter,,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,,,Salesforce
10992778,Inactive Investor,Izaak Ortiz,,"Northwestern Mutual Investment Services, LLC Wausau WI 2100 Stewart Ave",izaak.ortiz@nm.com,,Salesforce
10834998,Inactive Investor,Charles Buffington,,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,charlie_buffington@glic.com,,Salesforce
11077176,Inactive Investor,Nicholas Peters,Advisor;Vice President,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,,,Salesforce
10887399,Inactive Investor,Charles Triplett,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",charles.triplett@raymondjames.com,,Salesforce
9579180,,Tom Robinson,,,tom@elliptic.co,,List import
10921257,Inactive Investor,Joshua Gerik,Financial Advisor,LPL Financial LLC Lebanon TN 115 N Castle Heights Ave,josh.gerik@lpl.com,,Salesforce
11075216,Inactive Investor,Roberto De Andrade,,Citigroup Global Markets Inc.,,,Salesforce
10920352,Inactive Investor,Todd Lerner,Financial Advisor;Vice President,PFG Advisors Valencia CA 28055 Smyth Dr,,,Salesforce
11020586,Inactive Investor,Michael Bruce,Director - Research,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",michael.bruce@nm.com,,Salesforce
11072780,Inactive Investor,Lana Kandh,,"Wells Fargo Clearing Services, LLC Laveen AZ 5160 W Baseline Rd",,,Salesforce
10648329,,Sara Monsen,,,sara.monsen@fidelity.com,,List Import
10905536,Inactive Investor,Barry Hickey,,"CFD Investments, Inc. Muncie IN 1917 W Royale Dr",,,Salesforce
10870211,Inactive Investor,John Kendall,Financial Advisor,LPL Financial LLC Hailey ID Private Residence,john.kendall@lpl.com,,Salesforce
10661526,,Wayne Casey,,,wayne@caseywealth.com,,List Import
10895902,Inactive Investor,Lawrence Greenberg,Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",lawrence.r.greenberg@citizenssecurities.com,,Salesforce
10899788,Inactive Investor,Teresa Vazquez-Christy,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 100 Village Square Xing",teresa.vazquez-christy@raymondjames.com,,Salesforce
11095909,Inactive Investor,Daletha McRae,,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",daletha.mcrae@tfaconnect.com,,Salesforce
11135433,Inactive Investor,Scott Christie,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10848010,Inactive Investor,Gregory Cater,,Cetera Advisors LLC Magnolia TX 6411 Ranch Park Dr,,,Salesforce
10780715,Inactive Investor,Sean Campbell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
230819,, -,,[[Unknown]],wilson.ling@me.com,,Organic Search
9632637,,Natasha Thompson,,,thompson@lindsaygoldbergllc.com,,List import
11083778,Inactive Investor,Jeremy Seidman,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,jeremy.seidman@ubs.com,,Salesforce
246302,,Not Provided,Managing Director - Head of North America,Ptarmigan Media,kimberly.boone@ptarmiganmedia.com,,Manual List Upload
11110537,Inactive Investor,Michael Gara,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Princeton NJ 90 Nassau St",michael.gara@rbc.com,,Salesforce
9600345,,João Victor Ribeiro Waiss,,,joaowaiss@hotmail.com,,List import
10488373,,Varun Singh,"Co-Founder, Investment Advisor Representative, Managing Member",Pinnacle Stream Capital LLC,vsingh@pinnaclestreamcapital.com,,List Import
10860012,Inactive Investor,Linda Kazyak,Financial Advisor,LPL Financial LLC Morristown NJ 44 Elm St,linda.kazyak@lpl.com,,Salesforce
10656583,,Allen Hall,,,allen.hall@lpl.com,,List Import
11233678,Inactive Investor,Trenton Montgomery,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10794083,Inactive Investor,Rosa Sun,Financial Professional,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",rosa.sun@prudential.com,,Salesforce
10617605,,James Rammel,,,james.rammel@equitable.com,,List Import
9637026,,Maria Martino,,,mmartino@questpartnersllc.com,,List import
239839,,Amit Bhargava,founder,Skysense AB,amit@skysense.io,46735100000,Event
10966632,Inactive Investor,Jonathan Kelly,,"U.S. Bancorp Investments, Inc. Tempe AZ 1800 E Baseline Rd",,,Salesforce
10510387,,John Laufersweiler,,LSEG,john.laufersweiler@lseg.com,,List Import
11084560,Inactive Investor,Grant Lee,Director - Corporate Client Group;Executive Director;Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,grant.lee@morganstanley.com,,Salesforce
9555152,,Julie Kurland,,,jkurland@voyafa.com,,
10769673,Inactive Investor,David Moore,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,david.a.moore@fmr.com,,Salesforce
10914647,Inactive Investor,Bibi Roopan-Prashad,,LPL Financial LLC Palm Bay FL Private Residence,bibi.roopan-prashad@lpl.com,,Salesforce
9608586,,Marcy Maycock,,,mmaycock@msfsolutions.com,,List import
11065161,Inactive Investor,Darren Patton,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",darren.patton@cunamutual.com,,Salesforce
11131128,Inactive Investor,Mitchell Porter,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11089497,Inactive Investor,Bennett Canady,Investment Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",bennett.canady@rbc.com,,Salesforce
11191463,Inactive Investor,James Mikesell,Chief Operations Officer;Partner;Regulatory Contact;Secretary;Stockholder,First Financial Advisors Inc,j_mikesell@firstfinancialadvisors.com,,Salesforce
10773896,Inactive Investor,Mario Kriete,Financial Advisor,Edward Jones Ballwin MO 317 Clarkson Rd,mario.kriete@edwardjones.com,,Salesforce
370522,,Asaf Lustig,,Israel,sf.lustig@gmail.com,,Salesforce
10806650,Inactive Investor,Gavin Clark-Gartner,,Evercore Group L.L.C.,,,Salesforce
10849624,Inactive Investor,Donald Moore,,Lincoln Investment Greenbelt MD 7501 Greenway Center Dr,,,Salesforce
10843864,Inactive Investor,Patricio Diez,Chief Compliance Officer;Managing Director;Managing Member;Partner,"EuroCapital Advisors, Inc",pdiez@eurocapital-advisors.com,,Salesforce
10891534,Inactive Investor,Joseph Reid,Financial Advisor,"Avantax Investment Services, Inc. Topeka KS 5869 SW 29th St",joseph.reid@edwardjones.com,,Salesforce
9614020,,C W,,,chriswhite085@gmail.com,,List import
10785774,Inactive Investor,Courtney Utton,,Morgan Stanley Colchester VT 105 W View Rd,courtney.a.utton@morganstanley.com,,Salesforce
11109143,Inactive Investor,Karina Hannah,,PFS Investments Inc. Watsonville CA 3 Hangar Way,karinahannah@primerica.com,,Salesforce
236953,, -,,[[Unknown]],jackhorne5359@gmail.com,,
9614449,,Felix Adegeye,,,felizgeye@gmail.com,,List import
9542794,,Khosrow Maleki,,,khosrownahavand29@gmail.com,,List import
10829435,Inactive Investor,Michael Neuses,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.j.neuses@morganstanley.com,,Salesforce
10899644,Inactive Investor,Efraim Gonzalez Cardenas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
345888,,Carol Hoffman,Member,"Clear Perspectives Financial Planning, Llc",carol@cpplan.com,513-469-8400,Manual List Upload
9595822,,Nicole Walker,,,nwalker@wealthenhancement.com,,List import
10487494,,Kimberly Turner,Senior Client Service Associate,Morgan Stanley,kim.turner@morganstanley.com,,List Import
10979154,Inactive Investor,John Storm,,"Osaic Wealth, Inc. Eastvale CA Private Residence",,,Salesforce
11082708,Inactive Investor,Walter Laub,Director - Financial Planning;Director - Planning;Partner,Aspire Wealth Architects,,,Salesforce
10912627,Inactive Investor,Richard Blanco,,"Cambridge Investment Research, Inc. Canfield OH Private Residence",,,Salesforce
10918529,Inactive Investor,Kevin Mar,,"MML Investors Services, LLC Arcadia CA 1045 W Huntington Dr",kmar@financialguide.com,,Salesforce
9581645,,Thierry Vandal,,,tvandal@axiuminfra.com,,List import
10658104,,Peter Lucina,,,plucina@lasallest.com,,List Import
10883905,Inactive Investor,Andrew Gagnon,Financial Advisor,"Ameriprise Financial Services, LLC Monticello MN 501 Hwy 25",andrew.gagnon@ampf.com,,Salesforce
10772531,Inactive Investor,Ian Rogers,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",ian_rogers@ml.com,,Salesforce
11024208,Inactive Investor,Scott Macgregor,,State Farm VP Management Corp. Midland MI 5108 Eastman Ave,scott.macgregor.nytx@statefarm.com,,Salesforce
10840345,Inactive Investor,Jeffrey Huff,,"Wells Fargo Advisors Financial Network, LLC Denver CO 1800 Glenarm Pl",jeffrey.huff@wfafinet.com,,Salesforce
236100,, -,,[[Unknown]],german.canon69@gmail.com,,Organic Search
9640912,,Art Burton,,,mansamusainvestmentgroup@gmail.com,,List import
9625582,,matt van beber,,,mvb@markingsystems.com,,List import
10977940,Inactive Investor,Catherine Martin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11118890,Inactive Investor,Craig Bedford,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",cbedford@tiaa-cref.org,,Salesforce
226940,, -,,[[Unknown]],janusz.rzepka@gmail.com,,
9646401,,bill bill,,,serverselebgram@gmail.com,,List import
10872849,Inactive Investor,Nicholas Hammond,,"The Investment Center, Inc. Auburn MA 714B Southbridge St",nhammond@investmentctr.com,,Salesforce
11030579,Inactive Investor,Dima Arnaout,,J.P. Morgan Securities LLC Belmont CA 1888 Ralston Ave,dima.arnaout@jpmorgan.com,,Salesforce
11135882,Inactive Investor,Jordan Pepin,,LPL Financial LLC Barre VT 162 N Main St,jordan.edson@lpl.com,,Salesforce
10864011,Inactive Investor,Bruce Warren,,Stonex Securities Inc. Dayton OH 7041 Corporate Way,bruce.warren@saswealth.com,,Salesforce
219210,,Shankar Bala,,[Unknown],sokkabs@gmail.com,,Direct
10995748,Inactive Investor,Sandra Madrid,,J.P. Morgan Securities LLC Los Angeles CA 5700 N Figueroa St,sandra.madrid@chase.com,,Salesforce
233083,, -,,[[Unknown]],mil.kid_869@zoho.com,,
10960531,Inactive Investor,Jacob Weber,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10488415,,Daniel Gibson,"First Vice President, Private Wealth Advisor",Rockefeller Financial LLC,dgibson@rockco.com,,List Import
9633746,,Victor Kim,,,yourboyvic@gmail.com,,List import
9590088,,Carol clark,,,scaccacc@gmail.com,,List import
10876389,Inactive Investor,Craig Cohn,,LPL Financial LLC San Diego CA 11440 W Bernardo Ct,ccohn@ifgrr.com,,Salesforce
11139059,Inactive Investor,David Beaton,,"Fifth Third Securities, Inc. Sterling Heights MI 41122 Ryan Rd",david.beaton@53.com,,Salesforce
10959867,Inactive Investor,Christine Masuda,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,christine.masuda@lpl.com,,Salesforce
10937047,Inactive Investor,Isaac Rankin,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",isaac.rankin@wellsfargoadvisors.com,,Salesforce
11210487,Inactive Investor,Eva Rennalls,,"Ameriprise Financial Services, LLC Midlothian VA 1 Park West Cir",eva.rennalls@ampf.com,,Salesforce
11059490,Inactive Investor,Timothy Oleaga,,PFS Investments Inc. East Tawas MI 211 Newman St,timothy.oleaga@primerica.com,,Salesforce
11180452,Inactive Investor,Joseph Bonanno,,LPL Financial LLC Smithtown NY 325 E Main St,j.bonanno@lpl.com,,Salesforce
11123895,Inactive Investor,Daniel Spar,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9587265,,Adam Green,,,dukes30yo@gmail.com,,List import
10760968,Inactive Investor,Jason Roxby,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",jason_roxby@ml.com,,Salesforce
10789918,Inactive Investor,Diana Chernyhovsky,Financial Professional,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",diana.chernyhovsky@equitable.com,,Salesforce
10835879,Inactive Investor,Daniel Lowe,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",daniel_lowe@ml.com,,Salesforce
10898934,Inactive Investor,Tyler Grimaldi,,Citigroup Global Markets Inc.,,,Salesforce
11080161,Inactive Investor,Darin Etchison,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,darin.etchison@ubs.com,,Salesforce
9576310,,Scott Cahill,,,scahill@pksinvest.com,,List import
10892328,Inactive Investor,Ryan Evers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11230748,Inactive Investor,Douglas Darling,Financial Professional,LPL Financial LLC Ephrata PA 360 N Reading Rd,doug.darling@lpl.com,,Salesforce
10781259,Inactive Investor,Heshy Zweig,,"Osaic Wealth, Inc. Ozone Park NY 13402 Crossbay Blvd",,,Salesforce
11000001,Inactive Investor,Ricardo Rivera,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10990973,Inactive Investor,Maia Wright,,"Ameriprise Financial Services, LLC",,,Salesforce
353175,,"Michael Onghai, CFA",Chief Investment Officer,Snowy August Capital,michael@snowyaugust.com,,Event
9644035,,John Li,,,john.li@endowus.com,,List import
10659576,,Mark Ramon,,,mark.ramon@jpmorgan.com,,List Import
223503,,Laura Goldman,Consultant,LSG Capital,laurasgoldman@gmail.com,,
221393,,amir esmaeili,,[Unknown],amiresmaeili5853@gmail.com,,
9639900,,Christopher Hauswirth,,,chris@wetherby.com,,List import
10872410,Inactive Investor,Teresa Connell,,State Farm VP Management Corp. Haines City FL 419 US Hwy 17 92 W,teresa.connell.g5pd@statefarm.com,,Salesforce
10879210,Inactive Investor,Jeffrey Ploeger,Wealth Advisor,"Northwest Wealth Management, LLC Spirit Lake IA 1008 18th St",,,Salesforce
9615505,,Timothy Barker,,,timobarker29@gmail.com,,List import
88767,,Josrph Travers,,United States,jrtraver52@gmail.com,,source
11260212,Inactive Investor,Ian Brinklow,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,,,Salesforce
10821167,Inactive Investor,Henry Lawrence,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10991523,Inactive Investor,Felicia Jacobs,Senior Examiner,LPL Financial LLC Columbia SC Private Residence,felicia.jacobs@lpl.com,,Salesforce
11183647,Inactive Investor,Karen Koenigs,,State Farm VP Management Corp. Black River Falls WI 323 County Road A,,,Salesforce
10873957,Inactive Investor,Jonathan Davis,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",j.davis@nm.com,,Salesforce
10657831,,Glenn Kendall,,,gkendall@aicinvest.com,,List Import
10837946,Inactive Investor,Patrick Taylor,Owner;President,"Strategic Financial Concepts, LLC Metairie LA 2817 Athania Pkwy",ptaylor@sfcria.com,,Salesforce
11021324,Inactive Investor,Gongxun Tang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",gongxun.tang@globalinkusa.com,,Salesforce
10902551,Inactive Investor,Justin Savich,,Kovack Securities Inc. Merrillville IN 8105 Georgia St,,,Salesforce
11118102,Inactive Investor,Maxwell Applegate Riedy,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",max.riedy@prudential.com,,Salesforce
10974127,Inactive Investor,Ian Gregg,Supervising Principal,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,igregg@lincolninvestment.com,,Salesforce
11198702,Inactive Investor,Janet Kariuki,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
86346,,Bennett Lang,Associate Investment Advisor,Focus Financial,blang@focusfinancial.com,952-591-9770,
10646072,,Chu-An Lee,,,clee@williamblair.com,,List Import
10924861,Inactive Investor,Mark Beardi,,"The Investment Center, Inc. Buffalo NY 1408 Sweet Home Rd",mbeardi@investmentctr.com,,Salesforce
10426939,,nanami chan,,,ts.adil32@gmail.com,,Web Form Fillout
11186338,Inactive Investor,Arthur Bass,,Wedbush Securities Inc. New York NY 142 W 57th St,arthur.bass@wedbush.com,,Salesforce
10897288,Inactive Investor,Jason Robinson,,"Farmers Financial Solutions, LLC Vancouver WA 14602 NE Fourth Plain Blvd",jrobinson@farmersagent.com,,Salesforce
11000084,Inactive Investor,Ashley Stein,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
10767375,Inactive Investor,Clifford Brott,Chairman Emeritus,Capital Ideas,,,Salesforce
10904372,Inactive Investor,Ashlee Knopp,Financial Advisor,Edward Jones Columbia MS 1209 Hwy 98 Byp,alexandra.knopp@edwardjones.com,,Salesforce
10877048,Inactive Investor,Erik Cormier,Financial Advisor,"Ameriprise Financial Services, LLC Palo Alto CA 522 Ramona St",erik.cormier@ampf.com,,Salesforce
10923409,Inactive Investor,Michael Zhou,,Revere Securities LLC,mzhou@reveresecurities.com,,Salesforce
10839740,Inactive Investor,William Zottoli,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 1911 Capital Cir NE",william.zottoli@nm.com,,Salesforce
9540908,,Allan Berlas,,,allan.berlas@andersen.com,,List Import
9551981,,Nik Talwar,,,ntalwar@melvincapital.com,,List import
10820542,Inactive Investor,Tiffany Callahan,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",tiffany.callahan@wfadvisors.com,,Salesforce
10851331,Inactive Investor,William Smith,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10934417,Inactive Investor,Jeffrey Repasky,,"Truist Investment Services, Inc.",jeffrey.repasky@truist.com,,Salesforce
11095891,Inactive Investor,Andrew Horowitz,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Los Angeles CA 2000 Avenue of the Stars,ahorowitz@rockco.com,,Salesforce
9605557,,Bob Behal,,,bob_behal@vanguard.com,,List import
11118457,Inactive Investor,John Evans,,Commonwealth Financial Network Cape Coral FL 1708 Cape Coral Pkwy W,,,Salesforce
10924219,Inactive Investor,Julius Price,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10910850,Inactive Investor,Ching-Kai Fei,,"Osaic Wealth, Inc. Reston VA 10701 Parkridge Blvd",,,Salesforce
10613198,,Frederick Moss,"Senior Financial Advisor, Senior Vice President",,frederick_moss@ml.com,,List Import
11002026,Inactive Investor,Jun Liao,Registered Client Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,jun.liao@ubs.com,,Salesforce
10948518,Inactive Investor,Wayne Evans,,J.P. Morgan Securities LLC Saint George UT 95 E Tabernacle St,wayne.evans@jpmorgan.com,,Salesforce
9542635,,Austin Kim,,,ksor26@gmail.com,,List import
10793155,Inactive Investor,Leo Meneses,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",leo.meneses@ml.com,,Salesforce
10789201,Inactive Investor,Charles Beyer,,"Hornor, Townsend & Kent, LLC Akron OH 130 Springside Dr",kbeyer@htk.com,,Salesforce
11239948,Inactive Investor,Nolan Goslee,"Owner, Partner, Financial Advisor",Brookstone Capital Management LLC Grand Rapids MI 2900 Charlevoix Dr SE,ngoslee@cornerstone-rp.com,(616) 301-2581,Salesforce
210373,,Mark Vozzo,,[Unknown],mark.vozzo@gmail.com,,Direct
10973160,Inactive Investor,Edward Glassmeyer,,Goldman Sachs & Co.,,,Salesforce
11068582,Inactive Investor,Joseph Chesney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 18810 N 88th Dr",joseph.b.chesney@ml.com,,Salesforce
11056804,Inactive Investor,Freddie Swafford,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,freddie.swafford@fidelity.com,,Salesforce
11108243,Inactive Investor,Alejo Orvananos,International Wealth Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",alejo_orvananos@ml.com,,Salesforce
11191731,Inactive Investor,Paul Demro,,"Cambridge Investment Research, Inc. Minneapolis MN 9298 Central Ave NE",,,Salesforce
9631456,,Matthew St Jean,,,mstjean9@gmail.com,,List import
10881546,Inactive Investor,Steffanie Arduini,Client Relationship Manager,Commonwealth Financial Network Darien CT 762 Post Rd,sarduini@commonwealth.com,,Salesforce
11098566,Inactive Investor,Crystal Fowler,,J.P. Morgan Securities LLC Houston TX 600 Travis St,crystal.fowler@jpmorgan.com,,Salesforce
202565,,Maria Castricone,,[Unknown],mcastricone@globecor.com,,Direct
11162692,Inactive Investor,George Truppi,Senior Investment Analyst,Corbyn Investment Management Inc,,,Salesforce
9602623,,David Legg,,,geomagic1@gmail.com,,List import
10611569,,David Lalich,Financial Advisor,,david.m.lalich@ampf.com,,List Import
10988708,Inactive Investor,Zachary Shroyer,Chief Compliance Officer;Chief Financial Officer;Director - Finance,"WNY Asset Management, LLC",zshroyer@wnyasset.com,,Salesforce
11186724,Inactive Investor,Ian Davis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ian.davis@fmr.com,,Salesforce
10894752,Inactive Investor,Mary Jones,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10659012,,Cheryl Johnson,,,cjohnson.yxb27@primerica.com,,List Import
11062234,Inactive Investor,Thomas Walters,Assistant Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
69607,,Gina Aguilar,,Thrivent Investment Management Inc.,gina.aguilar@thrivent.com,219-763-2244,
6743134,,asdasd aasd,,,12dd@as.com,,Web Form Fillout
10824864,Inactive Investor,Susan Daileader,,LPL Financial LLC Braintree MA 150 Grossman Dr,susan.daileader@lpl.com,,Salesforce
9590082,,Van Bui,,,buiv09091@gmail.com,,List import
9625301,,Robert Akers,,,rkakers1@gmail.com,,List import
10756615,Inactive Investor,Cynthia Georghiou,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",cindy.georghiou@ml.com,,Salesforce
11018067,Inactive Investor,Larissa Steffes,Relationship Specialist,LPL Financial LLC Madison WI 1 W Main St,larissa.steffes@lpl.com,,Salesforce
10890700,Inactive Investor,Ervin Bodiford,Financial Advisor,Edward Jones Sebring FL 2160 Lakeview Dr,todd.bodiford@edwardjones.com,,Salesforce
10878604,Inactive Investor,John Cook,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",john.cook@raymondjames.com,,Salesforce
11177684,Inactive Investor,Charles Kennedy,,Morgan Stanley Boise ID 101 S Capitol Blvd,charles.kennedy@morganstanley.com,,Salesforce
10952418,Inactive Investor,Jacob Becerra,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 6950 Tpc Dr",jacob.becerra@ml.com,,Salesforce
9590890,,Frederick Paulman,,,fpaulman@rmbcap.com,,List import
9606296,,Kevin C,,,kevin@gsgasset.com,,List import
11085422,Inactive Investor,Robert Mason,Financial Advisor,Edward Jones Sewell NJ 373 Egg Harbor Rd,bob.mason@edwardjones.com,,Salesforce
11048870,Inactive Investor,Rita Kikawa,Portfolio Associate,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,rita.kikawa@morganstanley.com,,Salesforce
10840434,Inactive Investor,Kimball Doxey,,"The Leaders Group, Inc.",kimball@leadersgroup.net,,Salesforce
10821222,Inactive Investor,Ari Katz,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ari.l.katz@jpmorgan.com,,Salesforce
11192512,Inactive Investor,John Armstrong,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",john.armstrong@wellsfargoadvisors.com,,Salesforce
11191087,Inactive Investor,Patricia Hammond,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",patricia.hammond@raymondjames.com,,Salesforce
11024424,Inactive Investor,Jeffrey Small,,"Raymond James Financial Services, Inc. Tulsa OK 1343 E 71st St",jeffrey.small@raymondjames.com,,Salesforce
10894691,Inactive Investor,Breanne Vugteveen,,Cetera Advisor Networks LLC Grand Rapids MI 2050 Celadon Dr NE,,,Salesforce
9618888,,Joshua Dapice,,,jdapice@faralloncapital.com,,List import
11197750,Inactive Investor,Andrei Voicu,Investment Strategist;Partner,Quattro Advisors L.L.C.,avoicu@quattro-advisors.com,,Salesforce
11217215,,Kimberly Anderson,,,kimberly.anderson@voyafa.com,,Other
10365815,,Muhammad Umair Aslam Aslam,,,gpo.mardan@gmail.com,,Web Form Fillout
10883270,Inactive Investor,Eddy Ober,Chief Compliance Officer;Owner,Balancing Life Financial Planning,,,Salesforce
346555,,Steven Teselle,Owner,"Dorato Capital Management, Llc",steselle@doratocapital.com,303-733-4999,Manual List Upload
11174350,Inactive Investor,William Hilbert,,The O.N. Equity Sales Company,william_hilbert@ohionational.com,,Salesforce
7012827,,Va ga,,,darakalu51@gmail.com,,Web Form Fillout
11036965,Inactive Investor,Chelsea Schultz,,PFS Investments Inc. Saint Paul MN 2277 Hwy 36 W,cschultz@primerica.com,,Salesforce
9541813,,Michael McNaughton,,,mhmcnaughton@gmail.com,,List import
11223913,,[Unknown],,,karlvjohnson@gmail.com,,List Import
10886851,Inactive Investor,Mark Thomas,Manager;Portfolio Manager,"Mark Thomas, LLC",,,Salesforce
11186582,Inactive Investor,Cameron Wheeler,Private Client Advisor,J.P. Morgan Securities LLC Frankfort IL 20801 S La Grange Rd,cameron.wheeler@jpmorgan.com,,Salesforce
9628991,,Hidehiko Komine,,,oopsmine@gmail.com,,List import
10892857,Inactive Investor,Rustin Wellman,,"FBL Marketing Services, LLC Waverly NE 13220 Callum Dr",rustin.wellman@fblfinancial.com,,Salesforce
10759755,Inactive Investor,Jenny Hetland,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",jenny.robinson@wellsfargoadvisors.com,,Salesforce
170903,,? ?,,ç§‘ é™ˆ,laonigaoyao@qq.com,,
11025545,Inactive Investor,Bolanle Oyesanya,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,bolanle.oyesanya@jpmorgan.com,,Salesforce
346140,,Ron Fishman,Principal,"Pasi Investments, Llc",rfishman@pasiusa.com,860-284-6880,Manual List Upload
9569274,,Kathleen Sablone,,,kathys@bfminvest.com,,List import
11174191,Inactive Investor,George Beylouni,Chief Compliance Officer;Chief Executive Officer;Manager;Member;President,"Bey-Douglas, LLC Investment Counsel",gbeylouni@bey-douglas.com,,Salesforce
11163015,Inactive Investor,Glenn Holmes,Financial Advisor;Founding Partner,"Concurrent Investment Advisors, LLC",,,Salesforce
10880829,Inactive Investor,James Gibson,,Cetera Advisors LLC Morrisville PA 301 Oxford Valley Rd,james.gibson@ceteraadvisors.com,,Salesforce
11150553,Inactive Investor,Chun Yau,,"Transamerica Financial Advisors, Inc Norcross GA 3169 Holcomb Bridge Rd",ck.yau@tfaconnect.com,,Salesforce
10910266,Inactive Investor,Benjamin Bringolf,,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
10872392,Inactive Investor,Andrew Cap,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
221760,,Mike Bagley,,[Unknown],mike@thebagleygroup.com,,Direct
10853913,Inactive Investor,Peter Timmons,Investment Manager;President,"T/R Financial Management Group, LLC Washington DC 2724 Newlands St NW",ptimmons@trfinancial.net,,Salesforce
340047,,Daniel Raite,"Financial Advisor, Co-Founder","Pinnacle Capital Management, Llc",danraite@pinnacle-llc.com,315-234-9716,Manual List Upload
11125440,Inactive Investor,William Eccles,Financial Advisor,LPL Financial LLC Madison IN Private Residence,bill.eccles@lpl.com,,Salesforce
10882402,Inactive Investor,David Wagner,,"Portfolio Medics, LLC Claremont FL Private Residence",,,Salesforce
10964120,Inactive Investor,Sandi McCarter,Financial Advisor,Edward Jones Gastonia NC 2940 Union Rd,sandi.mccarter@edwardjones.com,,Salesforce
11090294,Inactive Investor,Sean Morgan,,"First Command Brokerage Services, Inc. Abilene TX 749 Gtwy",smmorgan1@firstcommand.com,,Salesforce
10837759,Inactive Investor,Cynthia Jones,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mount Vernon IL 3450A Broadway St",cynthia.jones@wfafinet.com,,Salesforce
151131,,Eddy Thomas,,[Unknown],eddythomas63@yahoo.com,,
10795905,Inactive Investor,Robert Celeste,,Cetera Advisor Networks LLC San Diego CA 3131 Camino del Rio N,celester@ceteranetworks.com,,Salesforce
9566542,,Merouane Boulal,,,marwan.trading.025@gmail.com,,List import
9560874,,Sanjeev Kumar,,,sanjeev.rstf@gmail.com,,List import
9614260,,Jacqueline Ip,,,jip@phn.com,,List import
10837585,Inactive Investor,David Shugol,,"Avantax Investment Services, Inc. Sarasota FL 6260 Lake Osprey Dr",,,Salesforce
11221825,,Michael Lawless,,,michaellawless@cfnmail.com,,List Import
10814330,Inactive Investor,Terry Barber,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",terry.barber@wellsfargoadvisors.com,,Salesforce
11200655,Inactive Investor,Brent Polzin,Managing Member;Partner;Senior Wealth Advisor,"Harbor Wealth Management, LLC",bpolzin@harbor-wealth.com,,Salesforce
11167448,Inactive Investor,Bailey Lamberd,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10886520,Inactive Investor,Nigeena Rahmanzai,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11069355,Inactive Investor,Michael Brooks,Member;Principal,"Cypress Capital, LLC",michaelbrooks@cypresscapital.com,,Salesforce
10857597,Inactive Investor,James Cox,Chief Executive Officer;Managing Partner,McCarthy & Cox Retirement & Estate Specialists LLC,jim@mccarthyandcox.com,,Salesforce
11238318,Inactive Investor,Alex Pan,,"iCapital, LLC",apan@icapllc.us,,Salesforce
10987585,Inactive Investor,Carlos Zepeda,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,carlos.zepeda@jpmorgan.com,,Salesforce
9612329,,robert porter,,,robwporter@gmail.com,,List import
223917,,Wey Fook Hou,CIO,[Unknown],weyfookhou@dbs.com, +65 6227 7188,Database Upload
11129942,Inactive Investor,Joshua Seward,Chief Compliance Officer;Managing Director,"Quent Capital, LLC",jseward@quentcapital.com,,Salesforce
9642801,,T Schwegmann,,,schwegmanns@gmail.com,,List import
10962697,Inactive Investor,Jack Durchin,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10764994,Inactive Investor,Kenneth Wehner,Financial Advisor,LPL Financial LLC Slingerlands NY Private Residence,kenneth.wehner@lpl.com,,Salesforce
11112478,Inactive Investor,Tara Buckley,Financial Advisor,Edward Jones Gaffney SC 206 Chesnee Hwy,tara.yelton@edwardjones.com,,Salesforce
345761,,David Bernard,Sales Associate,Morgan Stanley Investment Management Inc.,david.bernard@morganstanley.com,212-761-4000,Manual List Upload
11184949,Inactive Investor,Adam Bloomberg,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",abloomberg@truist.com,,Salesforce
11102307,Inactive Investor,Anthony Varga,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",anthony.varga@ml.com,,Salesforce
9602673,,David Kaiser,,,david.kaiser@lpl.com,,List import
238334,,pvonhoven@hotmail.com Von hoven,,[Unknown],pvonhoven@hotmail.com,,
10943971,Inactive Investor,Deborah Bishopp,,"Gradient Securities, LLC Gilbert AZ 428 S Gilbert Rd",,,Salesforce
10987731,Inactive Investor,Jula Bornhoft,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,jbbornhoft@ft.newyorklife.com,,Salesforce
10973884,Inactive Investor,Ted Blackman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10615092,,Corey Fleisher,"Financial Advisor, Vice President",,corey.s.fleisher@morganstanley.com,,List Import
10952594,Inactive Investor,Yuying Xie,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10960468,Inactive Investor,Miles Feller-Blakemore,Investment Consultant,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",,,Salesforce
11212939,Inactive Investor,Anjila Amicho,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10808300,Inactive Investor,Shannon Anderson,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 2501 W Beltline Hwy",shannon.m.anderson@ampf.com,,Salesforce
10969334,Inactive Investor,Richmond Ngatuvai,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10918580,Inactive Investor,Ronald Purdy,Financial Advisor,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",purdy_hunt@nlvmail.com,,Salesforce
11196380,Inactive Investor,Ethan Oetter,Chief Compliance Officer;Managing Member;President,Long River Investment Management LLC,ethan.oetter@longriverllc.com,,Salesforce
11198357,Inactive Investor,Thuong Nguyen,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,thuong.nguyen@primerica.com,,Salesforce
11160934,Inactive Investor,Brian Beaulieu,Financial Advisor,Commonwealth Financial Network Camden ME 31 Chestnut St,bbeaulieu@commonwealth.com,,Salesforce
10948534,Inactive Investor,Margaret Jolley,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 820 W North Ave",maggie.jolley@schwab.com,,Salesforce
11037739,Inactive Investor,Aimee Grant,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Auburn WA 401 15th St NE",aimee.grant@usbank.com,,Salesforce
10935096,Inactive Investor,Teresa Wellington,,Cetera Advisor Networks LLC Fort Madison IA 1035 Avenue H,,,Salesforce
11160116,Inactive Investor,Richard Hutton,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",j.hutton@ml.com,,Salesforce
10489680,,Megan Harper,"Chief Compliance Officer, Chief Operating Officer","QuadCap Wealth Management, LLC",mlezar@quadcapwm.com,,List import
10948502,Inactive Investor,Jaime Rodriguez Pagan,,"Popular Securities, LLC Bayamon Urb Flamboyan Gnd",,,Salesforce
9563183,,Chad Burch,,,chad@1phillips.com,,List import
10487971,,Richard Grygier,"Investment Advisor, Owner",USA Financial Securities Corporation,rich@grygierwealth.com,,List import
11077016,Inactive Investor,Lalit Jallan,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",ljallan@financialguide.com,,Salesforce
167862,,Baris Taze,,[Unknown],baristaze@gmail.com,,
10851374,Inactive Investor,Alison Berman,Chief Executive Officer;Co-Chairman;Managing Partner;President,Palisade Capital Management LLC,aberman@palcap.com,,Salesforce
9593419,,Peter Cushman,,,pcushman@oakwoodre.com,,List import
10810586,Inactive Investor,Brady Heyne,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",brady.heyne@schwab.com,,Salesforce
10659990,,Frank Tabachka,,,ftabachka@interactivebrokers.com,,List Import
10989830,Inactive Investor,Turner Storm,Wealth Advisor,"Marks Group Wealth Management, Inc.",turner.storm@marksgroup.com,,Salesforce
9630505,,Cristhian Dick,,,cristhiandick@gmail.com,,List import
11122475,Inactive Investor,Stacey Brignac,,B. Riley Wealth Management Lafayette LA 1720 Kaliste Saloom Rd,,,Salesforce
10857038,Inactive Investor,Stephen Rogers,Senior Wealth Management Advisor,LPL Financial LLC Columbus OH 1800 W Lane Ave,stephen.rogers@lpl.com,,Salesforce
10835226,Inactive Investor,Jonathan Owens,,"Osaic Wealth, Inc. Clackamas OR 10151 SE Sunnyside Rd",,,Salesforce
10768490,Inactive Investor,Kenneth Handwerker,Vice President,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,kenneth.handwerker@primerica.com,,Salesforce
209592,,Nicholas Garcia,,[Unknown],nicholas_garcia97@yahoo.com,,Other
11203216,Inactive Investor,Daniel Marcus,Founder;Managing Member;Principal,"Marcus Capital, LLC Chicago IL 225 W Washington St",dmarcus@marcuscapital.com,,Salesforce
10923652,Inactive Investor,Casey Norton,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",casey.norton@schwab.com,,Salesforce
7510,,Anthony Bruno,,DRW Holdings,anthonymbruno@gmail.com,,Organic Search
212415,,Daniel Niego,,[Unknown],danielniego@gmail.com,,Webinar
10793266,Inactive Investor,Emily Wood,Director;Principal;Vice President,"Grimes & Company, Inc.",emily@grimesco.com,,Salesforce
11154264,Inactive Investor,James Herbert,Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 2001 Butterfield Rd",james.herbert@ampf.com,,Salesforce
10836665,Inactive Investor,Amy Begley,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",amy_begley@ml.com,,Salesforce
9605408,,Janice Bratton,,,jbratton@hersheytrust.com,,List import
9412016,,Darin Price,,,oklettersyp@gmail.com,,Web form fillout
10837521,Inactive Investor,Ezequiel Bidau,,"ACP Securities, LLC",ebidau@acpsecurities.com,,Salesforce
11092211,Inactive Investor,Lisa Dreyer,,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",lisa.dreyer@wellsfargoadvisors.com,,Salesforce
9583456,,Rachel Spehler,,,rachel.spehler@4086.com,,List import
11198075,Inactive Investor,Terry Lewis,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Fort Worth TX Private Residence",,,Salesforce
10927716,Inactive Investor,Anna Erdogan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,anna_erdogan@vanguard.com,,Salesforce
9629345,,Andrei Rotaru,,,cosmin.rotaru@gmail.com,,List import
11172435,Inactive Investor,Heidi Duckworth,Managing Director,"TIAA-CREF Individual & Institutional Services, LLC Mechanicsburg PA 5000 Ritter Rd",heidi.duckworth@tiaa-cref.org,,Salesforce
10962948,Inactive Investor,Bradley Franks,,"Raymond James Financial Services, Inc. Jackson TN 137 Stonebridge Blvd",bradley.franks@raymondjames.com,,Salesforce
11150801,Inactive Investor,Jordan Bucknam,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11005445,Inactive Investor,Justin Ragor,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10613879,,Leila Larijani,"Financial Advisor, Senior Vice President - Wealth Management",,leila.larijani@ubs.com,,List Import
10838210,Inactive Investor,Tanya Crews,Limited Partner,"Crews Capital Management, LP",,,Salesforce
11104840,Inactive Investor,Ryan Dimeolo,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Chardon OH Private Residence",ryan.dimeolo@equitable.com,,Salesforce
11121853,Inactive Investor,Dennis Henderson,,"N.I.S. Financial Services, Inc.",,,Salesforce
9581822,,Paul Brokenshire,,,pbrokenshire@financialguide.com,,List import
11080793,Inactive Investor,Clark Lichty,Financial Advisor,Edward Jones Chicago IL 939 W North Ave,clark.lichty@edwardjones.com,,Salesforce
11164003,Inactive Investor,Malcolm Parks,,Cetera Investment Services LLC Lewistown PA 19 N Brown St,malcolm.parks@ceterais.com,,Salesforce
11168875,Inactive Investor,David Gilchrist,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Birmingham AL 800 Shades Creek Pkwy",gilchristdh@stifel.com,,Salesforce
10833744,Inactive Investor,Scott Stuth,Partner;Wealth Management Advisor,"Vestor Capital, LLC",sstuth@vestorcapital.com,,Salesforce
10879503,Inactive Investor,Michael Sassano,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
246506,,Barbara Widholm,VP,State Street Global,bwidholm@statestreet.com,,
11000728,Inactive Investor,Donald Snelling,Insurance Planning Specialist;Investment Advisor,Waterloo Capital Boerne TX Private Residence,,,Salesforce
10918307,Inactive Investor,Jasper Kamran,,J.P. Morgan Securities LLC Las Vegas NV 7204 W Craig Rd,jasper.x.kamran@jpmorgan.com,,Salesforce
10892386,Inactive Investor,Ryan Radonich,Financial Consultant;Retirement Benefits Specialist,"Equitable Advisors, LLC Broadview Heights OH 40 Eagle Valley Ct",ryan.radonich@equitable.com,,Salesforce
11122224,Inactive Investor,Dion Childs,,J.P. Morgan Securities LLC Irving TX 2904 N Belt Line Rd,dion.childs@jpmorgan.com,,Salesforce
11081160,Inactive Investor,James Sickorez,Investment Advisor Representative,"Osaic Wealth, Inc. Rockland MA 800 Hingham St",jim.sickorez@royalallianceadvisors.com,,Salesforce
11020954,Inactive Investor,Eric Majni,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,eric.majni@primerica.com,,Salesforce
10809573,Inactive Investor,Charles Previs,,LPL Financial LLC Bethel Park PA 1500 Oxford Dr,charles.previs@lpl.com,,Salesforce
10860482,Inactive Investor,Janice Loschiavo,,Morgan Stanley Westport CT 500 Post Road E,janice.loschiavo@morganstanley.com,,Salesforce
348820,,Eric Bernstein,Director Of Alternative Investments,"Gm Advisory Group, Inc.",ebernstein@gmadvisorygroup.com,631-227-3900,Manual List Upload
10833354,Inactive Investor,Dawn Aviles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",dawn.aviles@ml.com,,Salesforce
10992667,Inactive Investor,Christian Pellicci,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11161682,Inactive Investor,Robert Brown,,Essex Securities LLC Naples FL 9853 Tamiami Trl N,rbrown@essexsecurities.com,,Salesforce
11121293,Inactive Investor,Cara Snowdon,Wealth Advisor,LPL Financial LLC Iron Mountain MI 233 S Stephenson Ave,cara.snowdon@lpl.com,,Salesforce
10867064,Inactive Investor,George Gray,,"Allstate Financial Services, LLC Cleveland TN 2204 Keith St NW",georgegray@allstate.com,,Salesforce
10933121,Inactive Investor,Theresa Calabrese,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",theresa.dean@nm.com,,Salesforce
11181504,Inactive Investor,Antonio Navarro,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,antonio.navarro@ncsecu.org,,Salesforce
11160827,Inactive Investor,John McDowell,Advisor,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",jdmcdowell@financialguide.com,,Salesforce
11005467,Inactive Investor,Brenton Luper,,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",brenton.luper@prudential.com,,Salesforce
11020605,Inactive Investor,Mia Samson,Director - Marketing;Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,mia@gerberkawasaki.com,,Salesforce
10861630,Inactive Investor,Scott Ross,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",,,Salesforce
10893070,Inactive Investor,Jason John,Chief Compliance Officer;President,Objective Financial Planning LLC Columbus OH 5151 Reed Rd,jasonsjohn@objectivefp.com,,Salesforce
10871953,Inactive Investor,Tyler Sorensen,Financial Advisor,Edward Jones Richmond VA 6740 Forest Hill Ave,tyler.sorensen@edwardjones.com,,Salesforce
10908990,Inactive Investor,Thomas Calcagnini,Chief Compliance Officer;Manager;Treasurer,"Calcagnini Wealth Management, LLC",,,Salesforce
9575149,,Stuart Connelly,Vice President - Private Client Group,Fisher Investments,s.connelly@fi.com,,List import
10816513,Inactive Investor,Ann McNulty,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 55 E 52nd St,ann.m.mcnulty@morganstanley.com,,Salesforce
11153628,Inactive Investor,Christopher Dodd,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,christopher.dodd@fidelity.com,,Salesforce
9543640,,stanley jarocki,,,stanley.jarocki@unionbank.com,,List import
10913882,Inactive Investor,Marian Geohegan,,"The Investment Center, Inc. Knoxville TN 924 Scenic Dr",mgeohegan@investmentctr.com,,Salesforce
9602988,,Matthew Reagan,,,matthew.reagan@personalcapital.com,,List import
9544988,,Garrett Ryan,,,garrett@interwealthmanagement.com,,List import
10869773,Inactive Investor,Justin Parisien,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_parisien@vanguard.com,,Salesforce
11088763,Inactive Investor,Joseph Lynch,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,joseph.lynch@nb.com,,Salesforce
11156848,Inactive Investor,Brian Corbett,,LPL Financial LLC Fort Mill SC Private Residence,brian.corbett@lpl.com,,Salesforce
9636909,,William Hocutt,,,william@bridgeworthfinancial.com,,List import
11219828,,Scott Workman,,,scott_workman@vanguard.com,,Other
9548136,,Anthony Sibley,,,gupeople2@gmail.com,,List import
11220809,,Robyn Krahn,,,robyn@finishwell.biz,,List Import
10926226,Inactive Investor,Joshua Chamberlain,Chief Compliance Officer;Founder;Principal,"Chamberlain Financial Advisors, Inc.",,,Salesforce
9633166,,Ryan Dilworth,,,ryan@reqcapitalmanagement.com,,List import
10541019,,Stanton Viaduc,,,sjviaduc@gmail.com,,Web Form Fillout
10875479,Inactive Investor,Joshua Walzer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",joshua.b.walzer@ml.com,,Salesforce
11058871,Inactive Investor,Michael Pulido,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,michael.pulido@safra.com,,Salesforce
10783772,Inactive Investor,Devin Fitzgerald,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,devin.fitzgerald@jpmorgan.com,,Salesforce
10962530,Inactive Investor,Christopher Walton,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
11090738,Inactive Investor,Michael Trahan,Financial Advisor;Senior Vice President;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,michael.trahan@ubs.com,,Salesforce
11057040,Inactive Investor,Zachary Ashburn,Chief Compliance Officer;Chief Executive Officer;Partner;President,Reach Strategic Wealth LLC,zashburn@reachstrategicwealth.com,,Salesforce
9595829,,Arvind Kapadia,,,arvindkapadia@hotmail.com,,List import
10824235,Inactive Investor,Harry Cromer,Financial Advisor,Edward Jones Chapin SC 105 Virginia St,harry.cromer@edwardjones.com,,Salesforce
11036295,Inactive Investor,Ashley Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11016668,Inactive Investor,Beth Gibson,,Lincoln Investment,bgibson@lincolninvestment.com,,Salesforce
10920112,Inactive Investor,David Van Horn,,Sollinda Capital Management LLC Hickory NC 200 1st Ave NW,,,Salesforce
10821397,Inactive Investor,Marc Joaquin,,J.P. Morgan Securities LLC Manhasset NY 2111 Northern Blvd,marc.e.joaquin@jpmorgan.com,,Salesforce
10756383,Inactive Investor,William Freund,Member;Principal,"Freund & Co Investment Advisors, L.C. Saint Louis MO 530 Maryville Centre Dr",wjfreund@freundco.com,,Salesforce
10802755,Inactive Investor,Daniel Memo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",daniel_memo@ml.com,,Salesforce
9575375,,Ramon Cobian,,,ramon.cobian@popular.com,,List import
10619713,,Raymond Sullivan,,,rsullivan@fourstarwealth.com,,List Import
10983620,Inactive Investor,Nicholas Carini,,"IAMS Wealth Management, LLC Hammonton NJ 527 12th St",n.carini@iamswm.com,,Salesforce
10764698,Inactive Investor,Paul Rittelmeyer,Managing Director,"Raymond James & Associates, Inc. Little Rock AR 1 Information Way",paul.rittelmeyer@raymondjames.com,,Salesforce
334097,,Jacqie Thompson,Secretary,Mallard Financial Partners Inc,jacqie.thompson@mallardfinancial.com,302-737-4546,Manual List Upload
11037590,Inactive Investor,Ryan Mcbride,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",ryan.mcbride@prudential.com,,Salesforce
10771941,Inactive Investor,Joyce Njeru,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joy.njeru@bofa.com,,Salesforce
10853265,Inactive Investor,James Olsen,Chief Executive Officer;Founder;Managing Member,"Legacy Investment Strategies, LLC Gretna LA 1601 Belle Chasse Hwy",jolsen@legacyinvestment.net,,Salesforce
10950802,Inactive Investor,Anthony Sileo,,J.P. Morgan Securities LLC Rye NY 73 Purchase St,anthony.t.sileo@chase.com,,Salesforce
11195113,Inactive Investor,Jennifer Wappaus,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",jenn.wappaus@rbc.com,,Salesforce
10848594,Inactive Investor,John Haugh,Advisor;President;Regulatory Contact,HYJC Capital of WNY,john@hywealthmanagement.com,,Salesforce
212704,,Andrew David,"Financial Advisor, Wealth Advisor",LPL Financial,andrew.sharp@lpl.com,,Advertising
215735,,todd griffin,,[Unknown],todd_griffin@sbcglobal.net,765-716-8006,
11074714,Inactive Investor,Jamie Winger,Financial Advisor,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",jamie.winger@equitable.com,,Salesforce
11104688,Inactive Investor,Grace Arecchi,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
11197034,Inactive Investor,Alexx Franklin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",alexx_franklin@ml.com,,Salesforce
9587885,,Robert Vega,,,robert.vega@gmail.com,,List import
11038142,Inactive Investor,Ryan Conlan,,J.P. Morgan Securities LLC Holland OH 6504 Airport Hwy,,,Salesforce
10805954,Inactive Investor,Kathryn Robinson,Assistant Vice President;Wealth Management Associate,Morgan Stanley Columbia SC 1320 Main St,kathryn.robinson@morganstanley.com,,Salesforce
10974801,Inactive Investor,Cathleen Pegg,,"Ameriprise Financial Services, LLC Hudson OH 1315 Corporate Dr",cathleen.pegg@ampf.com,,Salesforce
9592737,,Kelli Sullins,,,ksullinsebiz@gmail.com,,List import
11094835,Inactive Investor,Teddy Seibert,,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,teddy.rakestraw@ubs.com,,Salesforce
11000651,Inactive Investor,Paul Giries,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,paul.giries.decq@statefarm.com,,Salesforce
11047350,Inactive Investor,Christopher Packard,Vice President;Wealth Advisor,"Womack Wealth Management, Inc.",,,Salesforce
11047923,Inactive Investor,Robert Walker,,"Centaurus Financial, Inc. White Stone VA 816 Rappahannock Dr",robert.walker@cfiemail.com,,Salesforce
10767978,Inactive Investor,Pamela Whitman,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Flemington NJ 74 Church St",pamela.whitman@wellsfargo.com,,Salesforce
170896,,LI HUO,,[Unknown],babyhollyly@gmail.com,,Organic Search
10780587,Inactive Investor,Kirsten Kinnan,Corporate Retirement Director;Financial Advisor,Morgan Stanley Seattle WA 601 Union St,kirsten.kinnan@morganstanley.com,,Salesforce
10848547,Inactive Investor,John McShan,Financial Advisor,"Ameriprise Financial Services, LLC Bridgeport TX 1709 9th St",john.mcshan@ampf.com,,Salesforce
10958360,Inactive Investor,Joseph Forrler,,Fidelity Brokerage Services LLC New York NY 330 Park Ave S,joseph.forrler@fmr.com,,Salesforce
11207249,Inactive Investor,Lourdes Valdivia,,J.P. Morgan Securities LLC Milwaukee WI 1337 S Cesar E Chavez Dr,lourdes.valdivia@chase.com,,Salesforce
9603397,,John Kinnerk,,,jackkinnerk@gmail.com,,List import
228958,, -,,[[Unknown]],khende1@yahoo.com,,Direct
5593264,,Rick St. George,,,rickstgeorge1@gmail.com,,Web form fillout
10662108,,Jonathan Apsley,,Principal Financial Group,apsley.jonathan@principal.com,,List Import
10975587,Inactive Investor,Markese Bacon,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10618277,,Steven Daugherty,,,steven.daugherty@ubs.com,,List Import
11030170,Inactive Investor,Jonathan Cochran,,"Osaic Wealth, Inc. Rapid City SD 550 N 5th St",,,Salesforce
11182870,Inactive Investor,Juan Diez De Bonilla,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,juan.diezdebonilla@ubs.com,,Salesforce
10836374,Inactive Investor,Robert Brueggeman,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Hillsborough NJ 649 US Hwy 206",robert.brueggeman@wellsfargo.com,,Salesforce
11011458,Inactive Investor,Jerad Hurd,Financial Advisor,LPL Financial LLC Ludington MI 30 N Meyers Rd,jerad.hurd@lpl.com,,Salesforce
10957612,Inactive Investor,Ashley O'Kurley,,"Osaic Wealth, Inc. Miami FL 2937 SW 27th Ave",,,Salesforce
10964482,Inactive Investor,Koosha Rashidian,,"Wells Fargo Clearing Services, LLC San Clemente CA 638 Camino De Los Mares",,,Salesforce
9622508,,Edmond Curtin,,,ecurtin@me.com,,List import
238700,,ejohnlim@yahoo.com lim,,[Unknown],ejohnlim@yahoo.com,,
11085036,Inactive Investor,Cynthia Jones,Client Service Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,cynthia.seidelmann@morganstanley.com,,Salesforce
11229382,Inactive Investor,Aygul Sanzyapova,,Jefferies LLC Houston TX 333 Clay St,,,Salesforce
11221913,,Deborah Pursey,,,dpursey@wealthenhancement.com,,List Import
10867753,Inactive Investor,Rita Croll,Regional Leader,PFS Investments Inc. Hamden CT 105 Sanford St,rita.croll@primerica.com,,Salesforce
10967124,Inactive Investor,Christopher Enger,,J.P. Morgan Securities LLC Sarasota FL 3685 Bee Ridge Rd,christopher.enger@jpmorgan.com,,Salesforce
11005527,Inactive Investor,Dean Eastman,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11166300,Inactive Investor,Peter Sylvester,,Lincoln Investment Barrington RI Private Residence,psylvester@lincolninvestment.com,,Salesforce
10870779,Inactive Investor,Michael Chua,,J.P. Morgan Securities LLC San Francisco CA 2112 15th St,michael.chua@jpmorgan.com,,Salesforce
10799356,Inactive Investor,Bruce Bryant,,"Allstate Financial Services, LLC Middletown MD 112 W Main St",brucebryant@allstate.com,,Salesforce
9620341,,Alex Gross,,,apgross12@gmail.com,,List import
11130789,Inactive Investor,John Blanton,,Cetera Advisors LLC Liberty MO 1135 W Kansas St,,,Salesforce
11047600,Inactive Investor,Jesse Bessett,,"Flagship Harbor Advisors, LLC",jesse.bessett@flagshipharbor.com,,Salesforce
9575854,,Ronald Holness,,,ronaldholness@gmail.com,,List import
11000366,Inactive Investor,Kevin Glanville,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",kevin.glanville@nm.com,,Salesforce
10489863,,Natalie Chandler,Advisor,Retirement Planners of America,nat@moneymatters.net,469-246-3616,List Import
10762714,Inactive Investor,Jeffrey Hockert,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,jeffrey.hockert@lpl.com,,Salesforce
11086026,Inactive Investor,Martha Nave,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,,,Salesforce
10997736,Inactive Investor,Chad Rau,,"Northland Securities, Inc.",crau@northlandsecurities.com,,Salesforce
10771517,Inactive Investor,Eli Bloch,,"David Lerner Associates, Inc. White Plains NY 599 W Hartsdale Ave",,,Salesforce
9561221,,Jimmy White,,,jwhite@calton.com,,List import
11131746,Inactive Investor,Denise Rasicot,Senior Client Associate,UBS Financial Services Inc. New Haven CT 265 Church St,denise.rasicot@ubs.com,,Salesforce
9597905,,Brad Brotherton,,,bbrotherton@bkd.com,,List import
11109059,Inactive Investor,George Anderson,,Vanguard Marketing Corporation,george_anderson@vanguard.com,,Salesforce
217884,,Moe Sy,,[Unknown],moe@sy.dev,,
9599720,,?????????? ??????,,,kammossmoss@gmail.com,,List import
9632381,,Borna Baricevic,,,borna.bare@gmail.com,,List import
10937285,Inactive Investor,Richard Bett,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",rbett@financialguide.com,,Salesforce
11008017,Inactive Investor,Terri Nicholson,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11019161,Inactive Investor,Emily Sterner,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
55544,,Shelly Howell,,NA,shellyhowell65@yahoo.com,7604202243,
10955812,Inactive Investor,Julian Lopez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10911457,Inactive Investor,Usha Krishnakumar,,NYLIFE Securities LLC Edison NJ 379 Thornall St,ukrishnakumar@ft.newyorklife.com,,Salesforce
215524,,Michael Tan,,[[Unknown]],michael@trilogyfg.com.au,,Database Upload
10961510,Inactive Investor,Nicholas Kenny,,Edward Jones Greeley CO 910 54th Ave,,,Salesforce
10510380,,John D'Alessandro,,Broadridge,john.dalessandro@broadridge.com,,List Import
166178,,KYLE KASIK,,[Unknown],kkasik57@gmail.com,,
11205360,Inactive Investor,James Henderson,,"Frost Brokerage Services, Inc.",james.henderson@frostbank.com,,Salesforce
11135892,Inactive Investor,John Beasley,,LPL Financial LLC Lawrenceburg TN 23 Public Sq,john.beasley@lpl.com,,Salesforce
11106334,Inactive Investor,Johnathan Tarancon,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",johnathan.tarancon@wellsfargoadvisors.com,,Salesforce
11184613,Inactive Investor,Michael Molyneaux,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,michael.molyneaux@ceterainvestors.com,,Salesforce
193851,,SUMIT SHARMA,SENIOR MANAGER,NAV FUND ADMINISTRATION GROUP,sumit.sharma@navconsulting.net,6305061510,
74599,,Ernest Dison,"Employee Benefits Specialist, Retirement Specialist","Principal Securities, Inc.",dison.ernest@principal.com,770-955-1917,
10779378,Inactive Investor,Madonna Walker Pfeiffer,,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,madonna.walkerpfeiffer@ubs.com,,Salesforce
10987856,Inactive Investor,Todd Sherman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",,,Salesforce
10839056,Inactive Investor,Joseph Levinson,,Kovack Securities Inc. Ft. Lauderdale FL Private Residence,jlevinson@ksifa.com,,Salesforce
11139216,Inactive Investor,Thomas North,,"Ameriprise Financial Services, LLC Monterey CA 1 Lower Ragsdale Dr",,,Salesforce
10785976,Inactive Investor,Angella Jost,Private Client Investment Associate,J.P. Morgan Securities LLC Wheaton IL 1800 S Naperville Rd,angella.kanger@jpmorgan.com,,Salesforce
10958931,Inactive Investor,Deborah Kidder,,Key Investment Services LLC Rocky River OH 20633 Center Ridge Rd,deborah.kidder@key.com,,Salesforce
10798685,Inactive Investor,Jean Hegarty,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,jean_hegarty@glic.com,,Salesforce
10850568,Inactive Investor,Celena Howard,Financial Advisor;Private Client Advisor,J.P. Morgan Securities LLC Waterford MI 4750 Dixie Hwy,celena.b.howard@jpmorgan.com,,Salesforce
221424,,Martin Tayman,,[Unknown],martytayman@gmail.com,,Direct
9613043,,Martino Boffa,,,mboffa@mckinleycapital.com,,List import
10822533,Inactive Investor,Melissa Parkins,,"Raymond James Financial Services, Inc. Troy MI 1301 W Long Lake Rd",melissa.parkins@raymondjames.com,,Salesforce
10685002,,Chris Han,,,kahala0070@gmail.com,,Web Form Fillout
11229935,Inactive Investor,Alexander Flaa,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",alexander.flaa@nm.com,,Salesforce
11170438,Inactive Investor,Joshua Sicotte,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joshua.sicotte@fidelity.com,,Salesforce
11157335,Inactive Investor,Gunner Gehr,,"Northwestern Mutual Investment Services, LLC Lancaster PA 280 Granite Run Dr",,,Salesforce
11003733,Inactive Investor,Guilbert Brandon,,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",gil.brandon@raymondjames.com,,Salesforce
347396,,Sean Wieland,Vice President,"Nautic Partners, Llc",swieland@nautic.com,401-278-6770,Manual List Upload
10882273,Inactive Investor,Carol Payne,Vice President,"Payne Financial Management, L.L.C. Marietta GA 1000 Whitlock Ave NW",carol@paynefinancialmanagement.com,,Salesforce
10884697,Inactive Investor,John Mullis,Chairman,AMJ Financial Wealth Management LLC,,,Salesforce
11253946,Inactive Investor,Xavier Tarin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11100946,Inactive Investor,Edward Riepe,Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,edward.riepe@morganstanley.com,,Salesforce
10788048,Inactive Investor,Jonathan Nuzzaci,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",jonathan.p.nuzzaci@wellsfargoadvisors.com,,Salesforce
9563926,,Denis Mascarenhas,,,dmascarenhas@mcanmortgage.com,,List import
10845584,Inactive Investor,John Rizzitelli,,LPL Financial LLC Stratford CT 959 Main St,john.rizzitelli@lpl.com,,Salesforce
9568480,,Enrico Alessandri,,,enrico.alessandri@virgilio.it,,List import
11132922,Inactive Investor,Nicholas Docksey,Financial Advisor,Edward Jones Chippewa Falls WI 706 N Bridge St,nicholas.docksey@edwardjones.com,,Salesforce
10920992,Inactive Investor,Ottilia Cserenko,,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",ottilia.cserenko@ampf.com,,Salesforce
11133887,Inactive Investor,Guibens Youte,,Oppenheimer & Co. Inc. Delray Beach FL 110 E Atlantic Ave,,,Salesforce
11183911,Inactive Investor,Lois Frueh,Portfolio Associate,Morgan Stanley Davenport IA 4300 E 53rd St,lois.j.frueh@morganstanley.com,,Salesforce
51374,,Andrew Brinkman,Founder,Stableford Capital Llc,andy@stablefordcapital.com,480-493-2300,Manual List Upload
9584131,,John Watt,,,john.watt@nwasset.com,,List import
9594039,,Cheri Bonvardo,,,cheri@beachinvest.com,,List import
11115257,Inactive Investor,Daniel Romigh,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,lynnet.slowinski@primerica.com,,Salesforce
11013702,Inactive Investor,Tedd Schodzinski,,"Allstate Financial Services, LLC Edgewater MD 3213 Solomons Island Rd",a0a5208@allstate.com,,Salesforce
9596628,,Jonathan Wienecke,,,jwienecke@wealthenhancement.com,,List import
10753143,Inactive Investor,Christopher Aguele,Wealth Manager,LPL Financial LLC Stamford CT 263 Tresser Blvd,christopher.aguele@lpl.com,,Salesforce
11081926,Inactive Investor,Ivan Enriquez Figueroa,,PFS Investments Inc. Newark CA 39899 Balentine Dr,ivan.tovar@primerica.com,,Salesforce
10781939,Inactive Investor,Michael Ayerov,,J.P. Morgan Securities LLC Manasquan NJ 35 Lakewood Rd,,,Salesforce
11002215,Inactive Investor,Tarshia Thompson,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,tarshia.thompson@altruist.com,,Salesforce
11185085,Inactive Investor,Ted Goldstein,,"Wells Fargo Clearing Services, LLC Neptune NJ 2433 State Rte 33",ted.goldstein@wellsfargo.com,,Salesforce
9645961,,dale sarver,,,dale1108@ca.rr.com,,List import
10943121,Inactive Investor,Justin Houle,,Fidelity Brokerage Services LLC,,,Salesforce
10506084,,josephine chan,MD,jvsakk,josephine.chan@jvsakk.cim,852831111,List import
10768038,Inactive Investor,Robert Nuno,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",robert.nuno@nm.com,,Salesforce
11180311,Inactive Investor,Linda Perna,Chief Compliance Officer;Partner,"Cooke & Bieler, L.P. Philadelphia PA 1700 Market St",lperna@cooke-bieler.com,,Salesforce
10826841,Inactive Investor,Gretchen Hargroder,Branch Manager;Vice President - Wealth Management,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,gretchen.hargroder@ubs.com,,Salesforce
11090821,Inactive Investor,Perry Locke,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",perry.locke@ml.com,,Salesforce
10901012,Inactive Investor,Paul Francis,Private Wealth Advisor,"Quadrant Private Wealth Management, LLC",pfrancis@quadrantpw.com,,Salesforce
9597301,,Kevin Fisher,,,kfisher@nwfllc.com,,List import
11094081,Inactive Investor,Lee Ann Canaday,,"McDermott Investment Services, LLC Huntington Beach CA 101 Main St",lcanaday@mcdermottadvisors.com,,Salesforce
11136687,Inactive Investor,Benjamin Adams,Financial Planner,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,benjamin_adams@glic.com,,Salesforce
10842153,Inactive Investor,Thomas Linski,Financial Advisor,Edward Jones Culpeper VA 237 E Davis St,tkyle.linski@edwardjones.com,,Salesforce
11175536,Inactive Investor,Thierry Brunel,Chief Investment Strategist;Partner,Matter Family Office,tbrunel@matterfamilyoffice.com,,Salesforce
9551114,,Xorr TGJ,,,xorrtgj@gmail.com,,List import
9635487,,Kazumi Shiosaki,,,kshiosaki@mpmcapital.com,,List import
8719136,,Ethan Reyes,,,primitive7777@gmail.com,,Web form fillout
5281434,,Weisha Zhu,,,zws@yuxing.com.cn,,Web form fillout
11126019,Inactive Investor,Troy Campbell,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Nashville TN 3100 W End Ave",tcampbell@tiaa-cref.org,,Salesforce
11111307,Inactive Investor,Rocky Yip,Private Client Advisor,J.P. Morgan Securities LLC Fremont CA 43333 Christy St,rocky.yip@jpmorgan.com,,Salesforce
9596068,,Kurt Wittmeyer,,,kwittmeyer@bdfllc.com,,List import
11254999,Inactive Investor,LeRoy Isbell,Investment Advisor Representative,"Acrylic Financial, Inc. Belleville IL 911 E C St",leroy.isbell@acrylicfinancial.com,,Salesforce
9636184,,Srikanth Sethuraman,,,srikanth.sethuraman@investcorp.com,,List import
10802443,Inactive Investor,Warren Suess,Financial Advisor;Regional Vice President,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",warren.suess@equitable.com,,Salesforce
11259861,Inactive Investor,Josephine Lee,Private Client Advisor,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,,,Salesforce
10647941,,Cameron Dunford,,,cameron@varrafinancial.com,,List Import
11137378,Inactive Investor,Tina Huston,Financial Advisor,Commonwealth Financial Network San Diego CA 4550 Kearny Villa Rd,thuston@commonwealth.com,,Salesforce
11007636,Inactive Investor,Christopher Marok,,"Allstate Financial Services, LLC Fairbanks AK 59 College Rd",christophermarok@allstate.com,,Salesforce
10845130,Inactive Investor,Jeffery Nauta,Chief Compliance Officer;Owner;Principal,"Henrickson Nauta Wealth Advisors, Inc.",,,Salesforce
237250,, -,,[[Unknown]],lemconsulting@juno.com,,Organic Search
10643943,,Jennifer Schols,,,jennifer.schols@raymondjames.com,,List Import
10998665,Inactive Investor,Emily Simcoke,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
11211297,Inactive Investor,Savanna Spears,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",savanna.spears@wellsfargoadvisors.com,,Salesforce
11084358,Inactive Investor,Richard Miller,,Vanguard Marketing Corporation,richard_miller@vanguard.com,,Salesforce
10780146,Inactive Investor,Jon Tien,,J.P. Morgan Securities LLC Arlington Heights IL 300 E Rand Rd,jon.t.tien@jpmorgan.com,,Salesforce
9590879,,Jason Amato,,,amatoj25@aol.com,,List import
237934,, -,,[[Unknown]],dlbmkb@msn.com,,
11024756,Inactive Investor,Philip Shafer,Financial Advisor,LPL Financial LLC Pikesville MD 6 Reservoir Cir,pj.shafer@lpl.com,,Salesforce
10955118,Inactive Investor,Roberto Lopez,,"Wells Fargo Clearing Services, LLC Miami FL 2929 Aventura Blvd",,,Salesforce
348185,,Russell Dunkin,Member,"Fort Henry Capital, Llc",rdunkin@forthenrycapital.com,304-232-0422,Manual List Upload
345960,,John Dudzik,"Managing Director - Business & Product Development, Member","Octagon Credit Investors, Llc",jdudzik@octagoncredit.com,212-400-8400,Manual List Upload
11163612,Inactive Investor,John Page,Member,"Great Northern Asset Management, LLC",john.page@gnam.us,,Salesforce
11255049,Inactive Investor,Connor Gaffney,Lead Advisor,Strategic Financial Services,cgaffney@investstrategic.com,,Salesforce
9605759,,Robert Mckinney,,,robert@advisorscenter.com,,List import
154880,,Sébastien NOEL,,SÃ©bastien NOEL,sebastien.noelbussi@gmail.com,,Organic Search
11196634,Inactive Investor,Ryan Middleton,Financial Consultant,"Silver Oak Securities, Incorporated Columbia PA Private Residence",rmiddleton@silveroaksecurities.com,,Salesforce
10988540,Inactive Investor,Carlos Cervantes,,PFS Investments Inc. Riverside CA 647 Main St,ccervantes@primerica.com,,Salesforce
11001058,Inactive Investor,Craig Clark,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",craig.clark@equitable.com,,Salesforce
9617831,,Phillip Goldstein,,,pgoldstein@bulldoginvestors.com,,List import
11011092,Inactive Investor,Brian Schaub,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",,,Salesforce
1003223,Inactive Investor,Sheba Jafari,,Goldman Sachs,sheba.jafari@gs.com,,3rd Party Lead Gen
10950490,Inactive Investor,Salvatore Spagnuolo,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",salvatore.spagnuolo@prudential.com,,Salesforce
10864846,Inactive Investor,Alan Tipton,,"Level Four Financial, LLC Shreveport LA 6425 Youree Dr",atipton@levelfourfinancial.com,,Salesforce
11083376,Inactive Investor,Diana Dorn,Branch Manager;Resident Manager;Vice President,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",dornd@stifel.com,,Salesforce
10813264,Inactive Investor,Jacob Mohr,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",jake1.mohr@ml.com,,Salesforce
9618597,,Steven Goldberg,,,steven.goldberg@citadel.com,,List import
10611805,,Chad Cartier,Investment Advisor Representative,,chadcartier@pillarplanfinancial.com,,List Import
10878166,Inactive Investor,Benjamin Jennings,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
248213,,raimundo caceres,finance analyst,aurea group,raicaceres27@gmail.com,,Manual List Upload
5622571,,[Unknown],,,evk.ellen@gmail.com,,Web form fillout
10805385,Inactive Investor,Phillip Gartner,Financial Advisor,Edward Jones Stillwater MN 1825 Curve Crest Blvd W,phil.gartner@edwardjones.com,,Salesforce
10829467,Inactive Investor,Lee Brooks,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roanoke VA 3130 Chaparral Dr",lee.f.brooks@ampf.com,,Salesforce
9620987,,B. Lemire,,,lemireb@gmail.com,,List import
11207103,Inactive Investor,Arianne Mcafee,,LPL Financial LLC Sebring FL 231 US Hwy 27 N,arianne.mcafee@lpl.com,,Salesforce
10614261,,Charles Faig,Financial Advisor,,charles.r.faig@wellsfargoadvisors.com,,List Import
11072453,Inactive Investor,Laura Collins,Chief Compliance Officer;Investment Advisor Representative;President,Provident Wealth Management,lcollins@provident-wealth.com,,Salesforce
11024961,Inactive Investor,Brian Cartland,Regional Leader,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,bcartland@primerica.com,,Salesforce
10860873,Inactive Investor,Cassandra Laymon,Office Manager;Owner;President;Regulatory Contact,"Beacon Wealth Consultants, Inc. Iselin NJ 33 Wood Ave S",cassandra@beaconwealth.com,,Salesforce
11037815,Inactive Investor,Margaret Wilkerson,,"Allstate Financial Services, LLC Oklahoma City OK 11723 S Western Ave",margaretwilkerson@allstate.com,,Salesforce
10985256,Inactive Investor,Brandon Beck,,J.P. Morgan Securities LLC Fort Lauderdale FL 2 N State Road 7,brandon.m.beck@chase.com,,Salesforce
11098878,Inactive Investor,Damon Lane,President,"Aware Investing, Inc",damon@awarenessinvesting.com,,Salesforce
10820167,Inactive Investor,Scott Conti,Financial Advisor,"Ameriprise Financial Services, LLC Sarasota FL 6151 Lake Osprey Dr",,,Salesforce
11139254,Inactive Investor,Denis Hedderman,Financial Advisor,"Ameriprise Financial Services, LLC Orland Park IL 15790 S Harlem Ave",denis.hedderman@ampf.com,,Salesforce
11111424,Inactive Investor,Evan Williams,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9545450,,Ajay Rathi,,,goldiroyal@gmail.com,,List import
11081506,Inactive Investor,Nathan Potter,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,nathan.potter@fidelity.com,,Salesforce
10948720,Inactive Investor,Anna Song,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",anna.song@ml.com,,Salesforce
11136889,Inactive Investor,Benay Lopez,,"Empower Financial Services, Inc Phoenix AZ 1137 E Redfield Rd",benay.lopez@empower.com,,Salesforce
10780102,Inactive Investor,David Goldman,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10876706,Inactive Investor,Noah Allred,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10603844,,Bhagwan Rao,"Chief Investment Officer, Managing Member","Integral Health Asset Management, LLC",jay.rao@integralhealthadvisors.com,,List Import
10844559,Inactive Investor,Paul Moriarty,,NYLIFE Securities LLC Woburn MA 400 Tradecenter,pjmoriarty@ft.newyorklife.com,,Salesforce
9634767,,Ken Wall,,,kenw@hawkinswealth.com,,List import
10954319,Inactive Investor,Robert Gude,,"The Investment Center, Inc. Montville NJ 350 Main Rd",rgude@investmentctr.com,,Salesforce
10958888,Inactive Investor,Frank Bennett,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,frank.bennett@fidelity.com,,Salesforce
10918103,Inactive Investor,Joseph Skornicka,Financial Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,joseph.skornicka@lpl.com,,Salesforce
10959387,Inactive Investor,John Esposito,,PFS Investments Inc. Delmar NY 274 Delaware Ave,jesposito@primerica.com,,Salesforce
11096511,Inactive Investor,Amber Anderson,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;President,"Aspen Wealth Strategies, LLC",amber@aspenwealthstrategies.com,,Salesforce
11057911,Inactive Investor,Warren Hamilton,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 13560 Morris Rd",warren.hamiltonjr@wellsfargoadvisors.com,,Salesforce
332873,,James Cheap,Investment Research Analyst,"TRUE Capital Management, Inc",jcheap@truecapitalmgmt.com,,
10937842,Inactive Investor,Brett Weir,,"Empower Financial Services, Inc",brett.weir@empower.com,,Salesforce
163917,,Brian Imrich,Managing Member & Chief Compliance Officer,"Gps Financial, Llc",brian@planwithgps.com,585-598-9111,Manual List Upload
11188307,Inactive Investor,Matthew Cunningham,,GWN Securities Inc. Wayne PA 940 W Valley Rd,mcunningham@gwnsecurities.com,,Salesforce
9614451,,James Whittingham,,,jamesmarkwhittingham@gmail.com,,List import
234021,, -,,[[Unknown]],margaret.leathley@ubc.ca,,
11163208,Inactive Investor,Lori Garman,,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",lori.garman@rbc.com,,Salesforce
10820014,Inactive Investor,Robert Conrad,,"Manning & Napier Investor Services, Inc.",,,Salesforce
10949514,Inactive Investor,Kurt Pfaff,,State Farm VP Management Corp. La Crosse WI 2100 State Road 16,kurtpfaff@statefarm.com,,Salesforce
7085944,,Jonatan Ben,,,vikadox268@luxeic.com,,Web Form Fillout
10997490,Inactive Investor,Jocelyn Krueger,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
9577480,,Bradley Gee,,,bradleygrantgee@hotmail.com,,List import
10820029,Inactive Investor,Faraz Sattar,Chief Compliance Officer;Chief Executive Officer;Managing Member;Managing Partner,"Accretive Wealth Management, LLC",,,Salesforce
10887372,Inactive Investor,Michael Dinkins,Partner;Principal,"Granville Capital, Inc.",mdinkins@granvillecapitalinc.com,,Salesforce
9647952,,Larry Milas,,,larry.milas@gmail.com,,List import
9554424,,Mark Finley,,,mhfinley@charter.net,,List import
10836524,Inactive Investor,Brian Malfettone,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",brian_malfettone@ml.com,,Salesforce
10800316,Inactive Investor,Jason Berning,Financial Advisor,Edward Jones Paola KS 6 S Silver St,jason.berning@edwardjones.com,,Salesforce
9617122,,Miles Barnett,,,mbarnett@hitehedge.com,,List import
9631811,,Tom Messmore,,,tommessmore@msn.com,,List import
10603604,,Andrew Ball,"Chief Investment Officer, Partner, Regulatory Contact","RichBrook Advisors, LP",aball@richbrookadv.com,,List Import
10838116,Inactive Investor,Paul Kinnaly,Executive Director - Wealth Management;Wealth Advisor,Morgan Stanley Portsmouth NH 1 Harbour Pl,paul.kinnaly@morganstanley.com,,Salesforce
348042,,Tim Wood,Mpa,"Foster & Wood, Inc.",tim@fosterwealth.com,971-266-0704,Manual List Upload
10960666,Inactive Investor,Robert Hamilton,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,robert.hamilton@jpmorgan.com,,Salesforce
346828,,Andrew Weisman,Associate,Cip Capital,aweisman@cip-capital.com,212-257-5000,Manual List Upload
11205838,Inactive Investor,Arthur Shooter,,"Wells Fargo Advisors Financial Network, LLC Rancho Sante Fe CA 6106 La Flecha",kshooter@wfafinet.com,,Salesforce
11169436,Inactive Investor,Cynthia Clark,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",cynthia_clark@ml.com,,Salesforce
11219249,,Lester Pyle,,,pylel@ceteranetworks.com,,Other
11103955,Inactive Investor,Nicole Brooks,,LPL Financial LLC Visalia CA 3010 W Main St,nicole.brooks@lpl.com,,Salesforce
11192567,Inactive Investor,Michelle Lawton,Senior Client Associate,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",michelle.lawton@wellsfargoadvisors.com,,Salesforce
10814671,Inactive Investor,Andrew Dodds,Founder;Wealth Advisor,"Dodds Wealth, LLC Englewood CO 5251 DTC Pkwy",andrew@doddswealth.com,,Salesforce
9571290,,Sven Subotic,,,svensubotic@gmail.com,,List import
10991309,Inactive Investor,Monarch Bhatt,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Ascent Fintech LLC,mbhatt@ascentwithus.com,,Salesforce
11200332,Inactive Investor,James Locke,Investment Advisor Representative,"Beacon Capital, LLC",jameslocke@beaconcapital.net,,Salesforce
9642773,,charles horn,,,horn895@hotmail.com,,List import
11166402,Inactive Investor,Shawn Olsen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11141185,Inactive Investor,Arne Morris,Director;Secretary;Wealth Advisor,Townsend Asset Management Corp.,arne@assetmgr.com,,Salesforce
9562919,,Jody Lafont,,,jody.lafont@whitneybank.com,,List import
9565629,,Travis Drown,,,tdrown@pfginc.com,,List import
11221873,,Edwin Salazar,,,esalazar@allianceg.com,,List Import
9608467,,Joseph Tavernese,,,soccertav17@gmail.com,,List import
10850655,Inactive Investor,Dane Everett,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",dane.everett@ampf.com,,Salesforce
10942469,Inactive Investor,Michael Galletti,,"Wells Fargo Clearing Services, LLC Santa Rosa CA 200 B St",michael.e.galletti@wellsfargo.com,,Salesforce
10797996,Inactive Investor,Beverly Avera,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Valdosta GA 3555 N Crossing Cir",averab@stifel.com,,Salesforce
9606038,,Sung Cha,,,aaafhts@gmail.com,,List import
9593649,,Scott Ford,,,scott@westrockam.com,,List import
9643075,,JONGBUM KIM,,,reverseverge@gmail.com,,List import
11179794,Inactive Investor,John Kornitzer,Chairman;Chief Executive Officer;Director;Founder;Portfolio Manager;Stockholder,"Kornitzer Capital Management, Inc.",,,Salesforce
10832105,Inactive Investor,John Shaw,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Worland WY 900 Coburn Ave",john.x.shaw@ampf.com,,Salesforce
10810249,Inactive Investor,Cara Moss,Financial Advisor,Edward Jones Tempe AZ 1400 E Southern Ave,cara.moss@edwardjones.com,,Salesforce
10959115,Inactive Investor,Cristian Garcia Lopez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11063930,Inactive Investor,Eric Walby,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,eric.walby@fmr.com,,Salesforce
10886479,Inactive Investor,Patrick Reed,,J.P. Morgan Securities LLC Santa Barbara CA 1200 State St,patrick.reed@jpmorgan.com,,Salesforce
10937960,Inactive Investor,David Ryan,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Andover MA 300 Brickstone Sq",david.ryan@tiaa.org,,Salesforce
11093850,Inactive Investor,Emerald Delarosa,,NYLIFE Securities LLC Burke VA Private Residence,ekdelarosa@ft.newyorklife.com,,Salesforce
11194520,Inactive Investor,Peter Vignevic,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 10707 Camino Ruiz",peter.vignevic@wellsfargo.com,,Salesforce
10952299,Inactive Investor,Jared Robitaille,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9635533,,John Kwit,,,jkwit@kingsviewam.com,,List import
10837927,Inactive Investor,John Rogowski,Member,Harman Rogowski & Associates,,,Salesforce
11009028,Inactive Investor,Eric Hunting,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",eric.hunting@empower.com,,Salesforce
11082546,Inactive Investor,Dimitry Tikhonov,Financial Advisor;Founder,"Madison Avenue Securities, LLC Franklin TN 106 Mission Ct",dtikhonov@mas-bd.com,,Salesforce
10823928,Inactive Investor,H. Ingersoll,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11161459,Inactive Investor,John Durgin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.durgin@fidelity.com,,Salesforce
9622932,,david clark,,,dclark@recsupplyco.com,,List import
10799743,Inactive Investor,Natasha Antonakos,Senior Wealth Strategy Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,natasha.antonakos@ubs.com,,Salesforce
347010,,Jed Finn,Director,Morgan Stanley,jed.finn@morganstanley.com,914-225-5510,Manual List Upload
10937090,Inactive Investor,Cort Crawley,Financial Advisor Associate,Morgan Stanley Houston TX 1330 Post Oak Blvd,cort.crawley@morganstanley.com,,Salesforce
11086678,Inactive Investor,Caleb Velleca,Investment Advisor Representative,Commonwealth Financial Network New Philadelphia OH 442 W High Ave,cvelleca@commonwealth.com,,Salesforce
11206391,Inactive Investor,James Kelley,,"CFD Investments, Inc. Lenexa KS 8730 Bourgade St",,,Salesforce
9646660,,Abito Farip,,,abitofarip@gmail.com,,List import
10813158,Inactive Investor,Peter Barry,Client Advisor,"Raymond James & Associates, Inc. Los Angeles CA 10250 Constellation Blvd",peter.barry@alexbrown.com,,Salesforce
11136283,Inactive Investor,Kelsey Petersen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",kelsey.petersen@schwab.com,,Salesforce
11103981,Inactive Investor,Christopher Muratore,,LPL Financial LLC Durham NC 1502 W NC Hwy 54,christopher.muratore@lpl.com,,Salesforce
10931243,Inactive Investor,April Schoen,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 1700 Summit Lake Dr,april_schoen@glic.com,,Salesforce
11236673,Inactive Investor,Matthew Wasp,Associate Wealth Manager,Heller Wealth Management,,,Salesforce
10770925,Inactive Investor,Patrick Leviseur,,PNC Investments Pittsburgh PA 291 Beverly Rd,patrick.leviseur@pnc.com,,Salesforce
11093708,Inactive Investor,Kristen Guy,Financial Advisor,Edward Jones Clanton AL 610 2nd Ave N,kristen.guy@edwardjones.com,,Salesforce
10856741,Inactive Investor,Pamela Linderman,,LPL Financial LLC Culver City CA 10170 Culver Blvd,pamela.linderman@lpl.com,,Salesforce
10844299,Inactive Investor,Andrew Hunn,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",andrew.hunn@nm.com,,Salesforce
10790408,Inactive Investor,Michelle Crane,,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,michelle.crane@ubs.com,,Salesforce
11067160,Inactive Investor,Rachel Leinon,,Robert W. Baird & Co. Incorporated Wausau WI 500 1st St,rleinon@rwbaird.com,,Salesforce
10786875,Inactive Investor,Marc Krsul,Financial Advisor,Edward Jones Ridgefield WA 2 S 56th Pl,marc.krsul@edwardjones.com,,Salesforce
10924693,Inactive Investor,Eric Dues,Financial Advisor,Edward Jones Redding CA 40 Hilltop Dr,eric.dues@edwardjones.com,,Salesforce
9623556,,yixiao ni,,,lindxiao@outlook.com,,List import
9557159,,Wendy Smith-Fleming,,,wendy.smith-fleming@fidelity.com,,List import
10819423,Inactive Investor,Christopher Kelly,Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",chris.kelly@schwab.com,,Salesforce
10905725,Inactive Investor,Frank McFarland,Founder;Founding Partner,"IEQ Capital, LLC",fmcfarland@ieqcapital.com,,Salesforce
10904688,Inactive Investor,Kevin Ott,Financial Advisor,Edward Jones Macomb MI 45200 Card Rd,kevin.ott@edwardjones.com,,Salesforce
10924420,Inactive Investor,Cathy Elia,,"Osaic Wealth, Inc. Rochester NY 109 S Union St",,,Salesforce
11185159,Inactive Investor,Marc Cohen,,LPL Financial LLC Myrtle Beach SC Private Residence,,,Salesforce
11031113,Inactive Investor,Jesse Slawson,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",jesse.r.slawson@nm.com,,Salesforce
11261708,,Julian Ann,,,julian@zoomwings.co.uk,,Web Form Fillout
11125428,Inactive Investor,Steven Frazier,Financial Advisor,LPL Financial LLC Wakefield RI 10 High St,steven.frazier@lpl.com,,Salesforce
10824179,Inactive Investor,Philip Fluegge,,"Spire Securities, LLC Utica MI 8344 Hall Rd",pfluegge@spireip.com,,Salesforce
9603726,,NarronjClark Clark,,,narronjclark@gmail.com,,List import
10939285,Inactive Investor,Rodney Whitehall,,PFS Investments Inc. Lincoln NE 237 S 70th St,rodney.whitehall@primerica.com,,Salesforce
9548647,,Kathleen Hettche,,,kathleen.hettche@fidelity.com,,List import
11063718,Inactive Investor,Jonathan Larsen,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
9614891,,chen tingren,,,1191654247@qq.com,,List import
11028394,Inactive Investor,Agustin Ponce,,J.P. Morgan Securities LLC Elk Grove CA 7427 Laguna Blvd,agustin.ponce@jpmorgan.com,,Salesforce
10917071,Inactive Investor,William Evans,,"Osaic Wealth, Inc. Independence MO 14810 E 42nd St S",,,Salesforce
11104444,Inactive Investor,Carlos Solano Monestel,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11189962,Inactive Investor,Elizabeth Plotkin,,"Empower Financial Services, Inc",elizabeth.plotkin@empower.com,,Salesforce
10858655,Inactive Investor,Russell Game,Personal Wealth Advisor;President,Brookstone Capital Management LLC Iron Mountain MI 116 W A St,,,Salesforce
11009232,Inactive Investor,Sofia Zacarias,,Citigroup Global Markets Inc.,,,Salesforce
10972317,Inactive Investor,Prince Johnson,,J.P. Morgan Securities LLC Loma Linda CA 25701 Barton Rd,prince.johnson@jpmorgan.com,,Salesforce
9571020,,Michael Albillar,,,michael@mgm-llc.com,,List import
9601975,,Rebecca Oliva,,,roliva6969@gmail.com,,List import
2843209,,Berat Dalgar,,,berat@lasmeta.io,,
10984804,Inactive Investor,Daniel Berg,Tax Specialist,B.E.S.T. Wealth Management LLC,daniel.berg@bestwealth.net,,Salesforce
10489927,,Alan Dull,"Coaching Consultant, Vice President",Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,alan.dull@fidelity.com,,List Import
336052,,Jonathan Roome,Associate,Glendower Capital,jonathan.roome@glendowercapital.com,121-265-38400,Manual List Upload
10798338,Inactive Investor,Seth Silberstein,,PFS Investments Inc. Cerritos CA 17785 Center Court Dr N,seth.silberstein@primerica.com,,Salesforce
11159805,Inactive Investor,Megan Schupp,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,megan.schupp@fmr.com,,Salesforce
9559067,,Milton Wilkins,,,mwilkins@rbfadvisors.net,,List import
9626079,,Rajesh Kumar,,,rajeshmicromax@gmail.com,,List import
10794165,Inactive Investor,Kaleb Brzon,Financial Advisor,Edward Jones Colby KS 485 N Court Ave,kaleb.brzon@edwardjones.com,,Salesforce
10887527,Inactive Investor,Susan Fristoe,,GWN Securities Inc. Tallahassee FL 1350 Market St,sfristoe@gwnsecurities.com,,Salesforce
10881713,Inactive Investor,Jason Garofalo,Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 10845 Griffith Peak Dr",jason.garofalo@ampf.com,,Salesforce
11076368,Inactive Investor,Joseph Hughes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
11041685,Inactive Investor,Renee Gubrud,,UBS Financial Services Inc. Wayzata MN 681 Lake St E,,,Salesforce
10509909,,Andy Hicks,"SVP, Director of ETF Portfolio Mgmt, Trading, and Research","SS&C ALPS Advisors, Inc.",andy.hicks@alpsinc.com,,List Import
11050245,Inactive Investor,Thaddeus Odom,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,thaddeus.odom@primerica.com,,Salesforce
9623812,,David Russekoff,,,drussekoff@gmail.com,,List import
10981452,Inactive Investor,Jackie Riddell,,Sigma Financial Corporation,,,Salesforce
11046177,Inactive Investor,Robert Oliva,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,robert.oliva@morganstanley.com,,Salesforce
10817336,Inactive Investor,David Fajardo,Director - Capital Markets;Partner;Principal,"Castleview Partners, LLC",dfajardo@castleviewpartners.com,,Salesforce
10868906,Inactive Investor,Rand Borresen,Chief Executive Officer;Owner,"Ascend Financial Advisers, Inc",,,Salesforce
10795513,Inactive Investor,Cory Howard,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bend OR 755 SW Bonnett Way",cory.howard@ml.com,,Salesforce
11019126,Inactive Investor,Sarah Herde,,"Charles Schwab & Co., Inc. San Francisco CA 106 W Portal Ave",,,Salesforce
10844012,Inactive Investor,Caron Humphreys,Member,"Meriwether Wealth & Planning, LLC Minden LA 247 Woodard Dr",caron@meriwether.com,,Salesforce
187986,,Neil Safeer,,[Unknown],nsafeer1@gmail.com,,
11228779,Inactive Investor,Dorian House,,J.P. Morgan Securities LLC Fort Worth TX 8601 S Hulen St,dorian.house@jpmorgan.com,,Salesforce
11184598,Inactive Investor,Katherine Baum,Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,katherine.baum@morganstanley.com,,Salesforce
10844804,Inactive Investor,Kim Lepley,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",kim.lepley@ml.com,,Salesforce
10944710,Inactive Investor,Selton Carvalho Soares,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stoughton MA 330 Washington St",,,Salesforce
10930356,Inactive Investor,Marc Turgeon,Financial Planner,"Principal Securities, Inc. Odessa FL 17427 Equestrian Trl",turgeon.marc@principal.com,,Salesforce
9613501,,Timothy Senechalle,,,timothy.senechalle@aamcompany.com,,List import
240398,,Roger Mayer,,[Unknown],remayer62@gmail.com,,
11185249,Inactive Investor,Steven Skillen,,"Cambridge Investment Research, Inc. Wayzata MN 600 12 Oaks Center Dr",,,Salesforce
11090189,Inactive Investor,Robert Brown,,"Second Line Capital, LLC Gretna LA Private Residence",,,Salesforce
11239118,Inactive Investor,Jonathan Dever,,Medalist Partners Corporate Finance LLC,jdever@jmpsecurities.com,,Salesforce
346136,,Jason Bear,"Owner, CCO","Compass Asset Management, Llc",jason@compassam.net,203-453-7000,
11117949,Inactive Investor,Martha Spano,,"Osaic Wealth, Inc. Irvine CA 18201 Von Karman Ave",,,Salesforce
9551556,,Shannon Berry,,,shannon_berry@americancentury.com,,List import
10983882,Inactive Investor,Jennifer Dixon,,"Pruco Securities, LLC. Philadelphia PA 10862 Rayland Rd",jennifer.wenzel@prudential.com,,Salesforce
333148,,Matthew Reynolds,Managing Member,"Cra Financial Services, L.l.c.",mjreynolds@crafinancial.com,609-380-3500,Manual List Upload
10982032,Inactive Investor,Kurt Abitz,,"Charles Schwab & Co., Inc. Huntington Station NY 50 W Jericho Tpke",kurt.abitz@schwab.com,,Salesforce
7089866,,fgh gbg,,,jonena9529@orgria.com,,Web Form Fillout
10838857,Inactive Investor,Robert Echavarria,Private Wealth Advisor;Vice President,Rockefeller Financial LLC San Antonio TX 17806 W Interstate 10,rechavarria@rockco.com,,Salesforce
11031429,Inactive Investor,Mena Ramzi,,J.P. Morgan Securities LLC El Cajon CA 866 N Johnson Ave,mena.ramzi@jpmorgan.com,,Salesforce
10941394,Inactive Investor,Cynthia Mcintosh,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10944232,Inactive Investor,Rosa Staton,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,rstaton@ft.newyorklife.com,,Salesforce
9631581,,Nick Modawar,,,nmodawar@gmail.com,,List import
11005651,Inactive Investor,Roberto Garza,,"Wells Fargo Clearing Services, LLC Houston TX 901 Gessner Rd",,,Salesforce
11015891,Inactive Investor,Michael Sestak,Financial Professional,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",michael.sestak@equitable.com,,Salesforce
10802660,Inactive Investor,Kenneth Riche,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Baton Rouge LA 400 Convention St,kenneth.riche@morganstanley.com,,Salesforce
10763288,Inactive Investor,Wendy Sydeski,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",wendy.sydeski@wellsfargoadvisors.com,,Salesforce
11053804,Inactive Investor,Anant Jain,Financial Advisor,"Financial Management Strategies, Inc. Richardson TX 777 S Central Expy",,,Salesforce
11059336,Inactive Investor,Michael Mikeska,,"Concurrent Investment Advisors, LLC Dallas TX 12240 Inwood Rd",mmikeska@poweredbyconcurrent.com,,Salesforce
10762690,Inactive Investor,Rakesh Bansal,,NYLIFE Securities LLC Princeton NJ 100 Overlook Ctr,rbansal@ft.newyorklife.com,,Salesforce
11212144,Inactive Investor,Wilson Garnett,,LPL Financial LLC Saint Petersburg FL Private Residence,blanton.garnett@lpl.com,,Salesforce
10797024,Inactive Investor,Scott Blincoe,Financial Advisor;Investment Advisor Representative,"Voya Financial Advisors, Inc. Lake Mary FL 1540 International Pkwy",scott.blincoe@voya.com,,Salesforce
9622509,,Wan Ahmad Firdaus,,,my1firstrade@gmail.com,,List import
11145669,Inactive Investor,Matias Cavalieri,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,matias.cavalieri@morganstanley.com,,Salesforce
9629276,,Lubomír Valík,,,valik@sabservis.cz,,List import
10848947,Inactive Investor,Juan Martinez-Blat,Chief Compliance Officer;Founder;Member;Owner;Partner,SAAGA,jp@saagawealth.com,,Salesforce
11207385,Inactive Investor,Daniel Silverberg,Senior Vice President,UBS Financial Services Inc. Philadelphia PA 1735 Market St,dan.silverberg@ubs.com,,Salesforce
11095975,Inactive Investor,Timothy McEneny,,"Garden State Securities, Inc.",tmceneny@gardenstatesecurities.com,,Salesforce
11087524,Inactive Investor,Lila Anderson,Senior Compliance Advisor,"Raymond James & Associates, Inc. Omaha NE Private Residence",lila.anderson@raymondjames.com,,Salesforce
9643579,,Jesse Elison,,,jesse.elison@gmail.com,,List import
10985385,Inactive Investor,Tonya Peebles,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,tpeebles@primerica.com,,Salesforce
10920482,Inactive Investor,Terrance Hutchins,Chief Compliance Officer;Owner,Logos Financial Group,terrance@logosfinancialgroup.com,,Salesforce
10771953,Inactive Investor,Pavel Leokumovich,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,pavel.leokumovich@jpmorgan.com,,Salesforce
11022921,Inactive Investor,Christopher Shekian,,"Allstate Financial Services, LLC Middletown NJ 6 Leonardville Rd",,,Salesforce
11193787,Inactive Investor,Brian Elsasser,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,belsasser@primerica.com,,Salesforce
10612341,,Allan Garshman,Financial Advisor,,allan.garshman@prudential.com,,List Import
11235949,Inactive Investor,Christopher McCoy,Financial Advisor,"RMR Wealth Builders, Inc.",cjmccoy@rmrwealth.com,,Salesforce
9630690,,Gerad T,,,geradlost@gmail.com,,List import
10871047,Inactive Investor,Brian Park,Financial Advisor,LPL Financial LLC Costa Mesa CA 1503 S Coast Dr,brian.park@lpl.com,,Salesforce
9624653,,Justin DECKARD,,,jdeckard@mca-ar.com,,List import
11088432,Inactive Investor,Branigan Norton,,"FBL Marketing Services, LLC Hartford City IN 2203 N Walnut St",branigan.norton@fblfinancial.com,,Salesforce
10827267,Inactive Investor,Mark Merkley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9595567,,Peter Frissell,,,peterfrissell13720@gmail.com,,List import
10903702,Inactive Investor,Andrea Thompson,Chief Compliance Officer;Principal;Shareholder,"West Paces Advisors, Inc.",ant@westpacesadvisors.com,,Salesforce
10809127,Inactive Investor,William Pruett,Chief Compliance Officer;Managing Member,WCP Capital Management LLC,,,Salesforce
9600397,,Warren Isenberg,,,warren@walkerfinancial.com,,List import
11055936,Inactive Investor,Brant Cavagnaro,Senior Advisor;Shareholder,"Wealthstream Advisors, Inc.",bcavagnaro@wealthstreamadvisors.com,,Salesforce
9598869,,Nic Janneck,,,njanneck@vancestreetcapital.com,,List import
10905237,Inactive Investor,Cari Barnes,,"Avantax Investment Services, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10919565,Inactive Investor,Mike Priestley,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Birmingham AL 3500 Blue Lake Dr",,,Salesforce
11128000,Inactive Investor,James Gulley,,"Farmers Financial Solutions, LLC Hot Springs National Park AR 1116 Malvern Ave",jgulley@farmersagent.com,,Salesforce
209160,,luke bromhead,,[[Unknown]],lukebromhead@gmail.com,,Initial Salesforce Import
4488033,,???? ??????? ???? ??????,,,albkrys430@gmail.com,,Web Form Fillout
10816240,Inactive Investor,Joseph Klink,Financial Advisor,Edward Jones Beaverton OR 16100 NW Cornell Rd,joe.klink@edwardjones.com,,Salesforce
10883543,Inactive Investor,Scott Grenier,Senior Vice President,Robert W. Baird & Co. Incorporated,sgrenier@rwbaird.com,,Salesforce
11056546,Inactive Investor,Peter McEvoy,Associate Vice President;Financial Advisor,Morgan Stanley Elmira NY 100 W Church St,peter.mcevoy@morganstanley.com,,Salesforce
10914320,Inactive Investor,Timothy Cook,,The Albert T. T. Cook Company,timcook@attcook.com,,Salesforce
10967403,Inactive Investor,Tracie Hall,,PFS Investments Inc. Glenside PA 115 E Glenside Ave,tracie.hall@primerica.com,,Salesforce
11203011,Inactive Investor,Dawn Burgher,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",dawn.r.burgher@ml.com,,Salesforce
11004770,Inactive Investor,Daniel Munger,Director;Retirement Planner,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",,,Salesforce
9630911,,Li wenjie,,,liwenjie.roger@gmail.com,,List import
10821284,Inactive Investor,Dean Cady,,"MML Investors Services, LLC Lansing MI 4039 Legacy Pkwy",dscady@financialguide.com,,Salesforce
11150523,Inactive Investor,Harrison Vaughan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9611783,,Shawn Woods,,,shawn@soltisadvisors.com,,List import
11046134,Inactive Investor,Mike Farrington,,"Gradient Securities, LLC",mfarrington@gradientsecurities.com,,Salesforce
10784232,Inactive Investor,William Osborne,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",william.a.osborne@ampf.com,,Salesforce
9602998,,Chris Cheung,,,upgradecheese@hotmail.com,,List import
10773358,Inactive Investor,David Covas,,"Oberweis Securities, Inc.",david.covas@oberweis.net,,Salesforce
9555325,,Loren Dessonville,,,loren@dessonville.com,,List import
10816960,Inactive Investor,James Bockemuehl,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",jim.bockemuehl@nm.com,,Salesforce
11007589,Inactive Investor,Sean Biven,,"Silver Oak Securities, Incorporated Louisville KY 4350 Brownsboro Rd",sbiven@silveroaksecurities.com,,Salesforce
39163,,Richard Murphy,Executive Vice President,"Berthel Fisher & Company Financial Services, Inc.",rmurphy@berthel.com,319-447-0609,Manual List Upload
11200073,Inactive Investor,Sasha Kostadinov,Portfolio Manager;Research Analyst,Shaker Investments,sasha@shakerinvest.com,,Salesforce
9602590,,Michael Trainor,,,mtrainor@mtrustcompany.com,,List import
160842,,Stone Zhang,,[Unknown],stonezzp0@gmail.com,,Paid Social
11126521,Inactive Investor,Matthew Ribble,Investment Advisor Representative,"Osaic Wealth, Inc. Fairview TN 1712 Fairview Blvd",,,Salesforce
11254510,Inactive Investor,Erick Pompa,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",,,Salesforce
9548411,,David Weir,,,david.weir@valic.com,,List import
10831565,Inactive Investor,Arthur Eckert,,"Pruco Securities, LLC. La Mirada CA 14730 Beach Blvd",arthur.eckert@prudential.com,,Salesforce
10891821,Inactive Investor,Mark Quinn,,Fidelity Brokerage Services LLC New York NY 165 Broadway,markanthony.quinn@fmr.com,,Salesforce
11029191,Inactive Investor,Brian Villanueva,Paraplanner,"Ameriprise Financial Services, LLC Lakeville MN 17305 Cedar Ave S",,,Salesforce
11085039,Inactive Investor,Marlon Travis,Financial Advisor;Financial Planning Specialist,Morgan Stanley Philadelphia PA 1650 Market St,marlon.travis@morganstanley.com,,Salesforce
11076421,Inactive Investor,Paul Mayhew,Financial Professional,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
10851998,Inactive Investor,Brenda Johnson,Investment Advisor Representative,Commonwealth Financial Network Solon OH 30405 Solon Rd,,,Salesforce
11067792,Inactive Investor,Inna Bond,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",inna.n.bond@ml.com,,Salesforce
10618860,,Gregory Bogdan,,,gbogdan@hightoweradvisors.com,,List import
10934633,Inactive Investor,Darryl Wilson,,"Concourse Financial Group Securities, Inc. Birmingham AL 1000 Providence Park",darryl.wilson@concoursefinancial.com,,Salesforce
10897824,Inactive Investor,Arielle Steele,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10970904,Inactive Investor,Angelica Vergara,,J.P. Morgan Securities LLC Brooklyn NY 444 5th Ave,angelica.vergara@jpmorgan.com,,Salesforce
10616879,,Charles Munro,,,charles.munro@jpmorgan.com,,List Import
11119585,Inactive Investor,Barton Reeder,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,barton.reeder@fidelity.com,,Salesforce
11069880,Inactive Investor,Tyler Hansen,Chief Compliance Officer;Founder;Investment Advisor Representative;Owner;President,My Prosper Team,ty@myprosperteam.com,,Salesforce
9621639,,Alexandre Yamashiro,,,alexandre.yamashiro@gmail.com,,List import
11013231,Inactive Investor,Collin Huun,Financial Planner,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",collin.huun@prudential.com,,Salesforce
11076980,Inactive Investor,Angela Albanese,,Henley & Company LLC,aalbanese@henleyandcompany.com,,Salesforce
11055164,Inactive Investor,Placide Paul,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,placide.paul@fmr.com,,Salesforce
11110939,Inactive Investor,John Llodra,Founding Principal;Managing Member;Partner,"New Harbor Financial Group, LLC",jllodra@newharborfinancial.com,,Salesforce
10659462,,Andrew Goodenough,,,agoodenough@aam.us.com,,List Import
10872947,Inactive Investor,Alexander Galeti,,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",alexander.galeti@raymondjames.com,,Salesforce
9558374,,Curtis Yohon,,,cyohon@commonwealthmidwest.com,,List import
10924667,Inactive Investor,William Gutt,Financial Advisor,Edward Jones Jonesboro AR 2111 Race St,william.gutt@edwardjones.com,,Salesforce
10793324,Inactive Investor,Brendan O'Keefe,,"Cambridge Investment Research, Inc. Orleans MA Private Residence",,,Salesforce
10820793,Inactive Investor,Laura Capporelli,Financial Advisor,PNC Investments Davenport FL 8321 Championsgate Blvd,laura.capporelli@pnc.com,,Salesforce
10879453,Inactive Investor,Giesella Earley,Senior Vice President;Wealth Group Executive,Citigroup Global Markets Inc. Fountain Valley CA 17400 Brookhurst St,gessie.earley@citi.com,,Salesforce
11040036,Inactive Investor,Patricia Edwards,Chief Compliance Officer;Client Relationship Manager,"Rockbridge Investment Management, LLC",pedwards@rockbridgeinvest.com,,Salesforce
339810,,Jeffrey Zlotky,General Counsel,Natural Gas Partners Or Ngp,jzlotky@ngpgap.com,972-432-1440,Manual List Upload
11162580,Inactive Investor,Dennis Albanese,,Cetera Advisor Networks LLC Laguna Hills CA 25283 Cabot Rd,,,Salesforce
10803022,Inactive Investor,Kathryn Adams,Director,Edward Jones,,,Salesforce
233367,, -,,[[Unknown]],dileepb@aol.com,,Paid Search
11106777,Inactive Investor,Robert Hurley,President,Investor Resources Inc,bh@investorresources.com,,Salesforce
11005439,Inactive Investor,Daniel Rappa,Financial Professional,"Pruco Securities, LLC. Newark DE 121 Continental Dr",daniel.rappa@prudential.com,,Salesforce
9604282,,sada thuja,,,mankeycar3@gmail.com,,List import
10771503,Inactive Investor,John Peters,Senior Vice President,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",john.peters@raymondjames.com,,Salesforce
10828005,Inactive Investor,Jason McDaniel,Financial Advisor,Edward Jones New Boston TX 519 James Bowie Dr,jason.mcdaniel@edwardjones.com,,Salesforce
11028159,Inactive Investor,Marc Obrien,,PlanMember Securities Corporation Genoa NV Private Residence,marco@planmembersec.com,,Salesforce
10844662,Inactive Investor,Barbara Norman,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Managing Member,Sage Path Solutions,,,Salesforce
10959944,Inactive Investor,Jessie Kelley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11166160,Inactive Investor,Thomas Van Deventer,Financial Advisor,Edward Jones Elkhorn NE 2949 N 204th St,thomas.vandeventer@edwardjones.com,,Salesforce
10898337,Inactive Investor,Carla Jones,Financial Advisor,Edward Jones Sebring FL 926 Sebring Sq,carla.jones@edwardjones.com,,Salesforce
10760520,Inactive Investor,Roger Wible,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",roger_wible@ml.com,,Salesforce
9630940,,paul primo,,,pprimo@sanibelnet.com,,List import
11088920,Inactive Investor,Scott Wellens,Founder;Investment Advisor;Managing Member;Regulatory Contact,Fortress Planning Group,scott@fortressplanninggroup.com,,Salesforce
11209563,Inactive Investor,Kelly Kruse,Financial Advisor,Edward Jones Jefferson City MO 1428 Jefferson St,kelly.kruse@edwardjones.com,,Salesforce
10801164,Inactive Investor,Analiza Lopez,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",analiza.lopez@wellsfargoadvisors.com,,Salesforce
11185741,Inactive Investor,Kerry Graham,,Country Capital Management Company Oklahoma City OK 804 NE 19th St,kerry.graham@countryfinancial.com,,Salesforce
10910260,Inactive Investor,Ira Dugang,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,,,Salesforce
11101324,Inactive Investor,Marshall Rains,Chief Investment Officer;Financial Advisor;President,"Cornerstone Wealth Management, LLC Marion AR 307 Judge Smith Dr",,,Salesforce
9615296,,Darin -,,,darinwilborne@gmail.com,,List import
10824802,Inactive Investor,Kimberly Bush,,LPL Financial LLC Moline IL 615 35th Ave,kimberly.bush@lpl.com,,Salesforce
9628774,,JOYCE FUNK,,,jafunk321@aol.com,,List import
10823222,Inactive Investor,Joshua Blackwelder,,"Cambridge Investment Research, Inc. Fort Mill SC 2752 Pleasant Rd",,,Salesforce
11110298,Inactive Investor,Jayne Finst,Assistant Vice President;Retirement Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jayne.finst@ml.com,,Salesforce
10943280,Inactive Investor,Michael Hartlett,,"International Assets Advisory, LLC East Petersburg PA 2013 State St",mhartlett@iaac.com,,Salesforce
11132042,Inactive Investor,Yi Xing,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 1945 Irving St",yi.xing@ml.com,,Salesforce
344556,,Jeffrey Remming,"Member Of Board Of Directors Of Bam Management, Llc, Chief Transformation Officer","Buckingham Strategic Partners, Llc",jremming@bamadvisor.com,314-725-0455,Manual List Upload
11021845,Inactive Investor,Anita Lam,,UBS Financial Services Inc. San Francisco CA 555 California St,anita.lam@ubs.com,,Salesforce
9627440,,brett elliot,,,brett@theelliots.net,,List import
10814006,Inactive Investor,Rodney Wilcoxen,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",rodney.wilcoxen@ml.com,,Salesforce
10985909,Inactive Investor,Elizabeth Buzzeo,,J.P. Morgan Securities LLC New Canaan CT 122 Main St,elizabeth.buzzeo@jpmorgan.com,,Salesforce
10889291,Inactive Investor,Brian Czerwinski,Manager,BridgeHouse Wealth Advisors LLC,,,Salesforce
153077,,CHANHO PARK,,[Unknown],bentleyowner1030@naver.com,,Organic Search
10774325,Inactive Investor,Belinda Mitchell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",belinda.d.mitchell@ml.com,,Salesforce
10889128,Inactive Investor,Adrean Ives,,J.P. Morgan Securities LLC Hollywood FL 6860 Miramar Pkwy,adrean.ives@chase.com,,Salesforce
11025689,Inactive Investor,Donovan Gardner,,"Allstate Financial Services, LLC Kapaa HI 4-901 Kuhio Hwy",,,Salesforce
11022561,Inactive Investor,Marelle Sylvester,Escalations Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
11197964,Inactive Investor,Blake Henry,Financial Advisor,LPL Financial LLC Opelika AL 208 S 8th St,blake.henry@lpl.com,,Salesforce
9614804,,Melissa Rockwell,,,issacastaneda1@gmail.com,,List import
10816957,Inactive Investor,Denise Rohrick,Financial Advisor;Financial Planner;First Vice President;Portfolio Manager,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,denise.rohrick@morganstanley.com,,Salesforce
11027814,Inactive Investor,Roberto Caceres,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",roberto.caceres@nm.com,,Salesforce
10912490,Inactive Investor,Joy Cai,,"Farmers Financial Solutions, LLC Daly City CA 6777 Mission St",jcai@farmersagent.com,,Salesforce
9557022,,Corey Drucker,,,cdrucker@gmail.com,,List import
9568241,,Michael Kanik,,,michael.kanik@voyafa.com,,List import
10818599,Inactive Investor,Mary Goltl,,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",mary.goltl@raymondjames.com,,Salesforce
10997982,Inactive Investor,Jenna Bienenfeld,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,jenna.bienenfeld@lpl.com,,Salesforce
10970327,Inactive Investor,Brian Lafave,Wealth Management Advisor,The Huntington Investment Company Grand Rapids MI 150 Ottawa Ave NW,brian.lafave@huntington.com,,Salesforce
11020518,Inactive Investor,Shane Johnson,,J.P. Morgan Securities LLC Tracy CA 691 W 11th St,shane.johnson@jpmorgan.com,,Salesforce
11063919,Inactive Investor,Jacquelin Gonzalez,,PFS Investments Inc. Visalia CA 2916 W Main St,jgonzalez.rbgv9@primerica.com,,Salesforce
10983477,Inactive Investor,Dylan Kuhn,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 7310 W 21st St N",dylan.kuhn@ml.com,,Salesforce
1003328,Inactive Investor,Peter Kambolin,Chief Executive Officer,Systematic Alpha Management,pkambolin@systematicalpha.com,(646) 825-8096,3rd Party Lead Gen
10923264,Inactive Investor,Mary Cargie Antonio,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11015112,Inactive Investor,Golnaz Salehi,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10994340,Inactive Investor,Joshua Dimick,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9628539,,Maty Neally,,,mattnealley@gmail.com,,List import
11228528,Inactive Investor,Jessica Johnson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
231682,, -,,[[Unknown]],stfeerrar@gmail.com,,Organic Search
10811521,Inactive Investor,Christina Pitcher,,LPL Financial LLC Peoria IL 2405 W Cornerstone Ct,christina.pitcher@lpl.com,,Salesforce
11192869,Inactive Investor,Matthew Delpriore,,"MML Investors Services, LLC Lincroft NJ 1177 W Front St",,,Salesforce
9555846,,Derek Lau,,,dlau@firstrepublic.com,,List import
10916031,Inactive Investor,Brian Easton,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",brian.easton@nm.com,,Salesforce
9576161,,Andreas Möllenhoff -,,,a.moellenhoff@web.de,,List import
11004398,Inactive Investor,Ryan Larosa,,LPL Financial LLC Golden CO 14143 Denver West Pkwy,ryan.larosa@lpl.com,,Salesforce
4596355,,Kbolou GNANGBA,,,wiylaki@gmail.com,,Web form fillout
10880070,Inactive Investor,Samuel Porat,Managing Director,Neuberger Berman BD LLC,sporat@nb.com,,Salesforce
11117843,Inactive Investor,Kevin Scheiding,Agent,"Horace Mann Investors, Inc. Omaha NE 18025 Oak St",kevin.scheiding@horacemann.com,,Salesforce
10788156,Inactive Investor,Elvis Ngo,Investment Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",elvis.ngo@schwab.com,,Salesforce
11147232,Inactive Investor,John Arch,Senior Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",john.arch@wellsfargoadvisors.com,,Salesforce
198810,,DANIEL JONES,,Magdan  Associates,danmagdan@gmail.com,9148371268,
9619829,,AMNON HAYA,,,amnonhaya89@gmail.com,,List import
11028645,Inactive Investor,Jonathan Lewis,Head - Business Administration;Senior Vice President,FCI Advisors,jon.lewis@fciadvisors.com,,Salesforce
7267599,,sakl saro,,,bikeyif494@kaudat.com,,Web Form Fillout
11067698,Inactive Investor,Clinton Hyland,,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",clinton.hyland@valic.com,,Salesforce
10764711,Inactive Investor,Michael Barrett,,Deutsche Bank Securities Inc.,,,Salesforce
10614053,,Florina Shutin,Financial Advisor,,florina.shutin@wellsfargoadvisors.com,,List Import
333921,,Christopher Bloise,Managing Partner,Court Square Capital,cbloise@courtsquare.com,212-752-6110,Manual List Upload
11010664,Inactive Investor,George Spritzer,Investment Advisor,Southland Investments Roslyn Heights NY Private Residence,,,Salesforce
10996549,Inactive Investor,John Wilhelm,Wealth Advisor,"Miracle Mile Advisors, LLC",john@miraclemileadvisors.com,,Salesforce
9605439,,Dan Dao,,,dand@vufund.vc,,List import
343298,, -,,[[Unknown]],neriamaheshgowda@gamail.com,,
11121560,Inactive Investor,Daniel Stoll,,NYLIFE Securities LLC Lockport NY 6700 Lincoln Ave,dstoll@ft.newyorklife.com,,Salesforce
9635814,,Patrick Bohen,,,pbohen@dopkins.com,,List import
341903,,Kirsten Hoffman,General Counsel,"Beacon Capital Partners, Llc",khoffman@beaconcapital.com,617-457-0400,Manual List Upload
10863832,Inactive Investor,Anthony Butera,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,anthony.butera@primerica.com,,Salesforce
9580983,,Jim Greene,,,jim.greene@nextwaveadvisors.com,,List import
11067082,Inactive Investor,Mark George,,"The Leaders Group, Inc.",,,Salesforce
11017753,Inactive Investor,Angelica Arana,,PFS Investments Inc. Austin TX 5716 W Hwy 290,aarana@primerica.com,,Salesforce
10919641,Inactive Investor,Jewell Lucas,,"Allstate Financial Services, LLC Voorhees NJ 12 Eagle Plz",,,Salesforce
9612866,,Samuel Williams,,,samuel@ewm.mn,,List import
11177544,Inactive Investor,Emily Kelley,,Compass Capital Management Inc,,,Salesforce
10614264,,Peter Giannone,Financial Advisor,,peter.giannone@wellsfargoadvisors.com,,List Import
10846605,Inactive Investor,Randy Redd,,LPL Financial LLC Chandler AZ 3910 S Alma School Rd,randy.redd@lpl.com,,Salesforce
10659075,,Gina Sears,,,gina.m.sears@jpmorgan.com,,List Import
10880756,Inactive Investor,Anderson Lucas,Senior Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9566822,,Marla wages,,,marlawages48@gmail.com,,List import
10904861,Inactive Investor,Holly Salmon,Senior Client Service Associate,Davenport & Company LLC Lynchburg VA 1104 Commerce St,hsalmon@investdavenport.com,,Salesforce
11045330,Inactive Investor,David Cherrick,,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",brian.cherrick@wellsfargoadvisors.com,,Salesforce
10817930,Inactive Investor,Michael Hattrup,Client Advisor;Managing Director,Neuberger Berman BD LLC,michael.hattrup@nb.com,,Salesforce
11079355,Inactive Investor,Keith McGinnis,,"CUSO Financial Services, L.P. Tampa FL 10824 N Dale Mabry Hwy",,,Salesforce
10930191,Inactive Investor,Michael Paulus,,"Osaic Wealth, Inc.",,,Salesforce
9552387,,Thomas Patrick,,,tpatrick@new-vernon.com,,List import
9547474,,Joe Yoo,,,joe@galois.capital,,List import
11068147,Inactive Investor,Ian Deming,Financial Advisor,Edward Jones Lowell MI 206 E Main St,ian.deming@edwardjones.com,,Salesforce
10948062,Inactive Investor,Zachary Bradford,Chief Compliance Officer;Managing Partner,Tenet Retirement Services LLC Lake Saint Louis MO 308 Crystal Brook Ct,zach.bradford@tenetretirement.com,,Salesforce
9563671,,Tracy Johnson,,,tracy.johnson@securitiesamerica.com,,List import
216970,,Maria Camacho,,[Unknown],mcamacho@latamconsultus.com,,Event
346389,,Thomas Reese,Director,Conrad Siegel Investment Advisors,treese@m.conradsiegel.com,717-652-5633,Manual List Upload
10854295,Inactive Investor,Daniel Donihue,Financial Advisor;Founder;President,Coppell Advisory Solutions LLC Castaic CA 32111 Big Oak Ln,,,Salesforce
10662214,,Stephen Konsler,,,skonsler@vestorcapital.com,,List Import
10615342,,Sarkis Shirinian,"Financial Advisor, Financial Planning Specialist, Portfolio Manager, Vice President",,sarkis.b.shirinian@morganstanley.com,,List Import
11107562,Inactive Investor,Rebeca Duarte Aguilera,,J.P. Morgan Securities LLC McDonough GA 323 Jonesboro Rd,rebeca.duarte-aguilera@jpmorgan.com,,Salesforce
10999150,Inactive Investor,R. Ross-Anderson,,PFS Investments Inc. Houston TX 11767 Katy Fwy,mslynnross@primerica.com,,Salesforce
11216984,,Todd Tamagnini,,,todd.tamagnini@nb.com,,Other
10924001,Inactive Investor,Stephan Mise,,"Ameritas Investment Company, LLC",smise@ameritas.com,,Salesforce
11170043,Inactive Investor,Michael Coyle,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",mkcoyle@firstcommand.com,,Salesforce
11036454,Inactive Investor,John Bucaro,,"Allstate Financial Services, LLC Carol Stream IL 545 E North Ave",johnbucaro@allstate.com,,Salesforce
11117534,Inactive Investor,Ever Ramirez,Financial Advisor,Edward Jones Sugar Land TX 2735 Town Center Blvd N,ever.ramirez@edwardjones.com,,Salesforce
239186,,Puneet Bhatnagar,,[Unknown],puneetbhatnagar@gmail.com,,Direct
9592175,,Chris vigilante,,,chrisjvigilante@gmail.com,,List import
11017308,Inactive Investor,James Williams,Financial Advisor,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,zach.williams@ubs.com,,Salesforce
9556123,,Walton Kendrick,,,hukahey54@yahoo.com,,List import
43034,,Morgan Lougee,Advisor,"MML Investors Services, LLC",mlougee@financialguide.com,312-984-1000,
11009315,Inactive Investor,Sherry Wear,,"Ameriprise Financial Services, LLC Grapevine TX 214 E College St",sherry.wear@ampf.com,,Salesforce
11152706,Inactive Investor,Brandi Monteiro,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10889576,Inactive Investor,David Willeumier,Investment Advisor Representative,Strategic Asset Management LLC. Dundee IL 206 N River St,,,Salesforce
10938512,Inactive Investor,Keith Glaize,,Country Capital Management Company Savannah GA 7505 Waters Ave,keith.glaize@countryfinancial.com,,Salesforce
10647078,,Michael Brassell,,,michael.brassell@schwab.com,,List Import
9639759,,Avantika Patel,,,apatel@utilicr.com,,List import
10889962,Inactive Investor,Grant Milner,Executive Vice President;Investment Advisor Representative,G. DeWayne McAnally,grant@gdmcanally.com,,Salesforce
10829265,Inactive Investor,Jordan Hisey,Vice President,Morgan Stanley York PA 221 W Philadelphia St,jordan.hisey@morganstanley.com,,Salesforce
10616919,,Jason Douglass,,,jason.t.douglass@jpmorgan.com,,List Import
10881467,Inactive Investor,Thomas Lacrosse,Executive Financial Services Director;Financial Advisor;Senior Vice President,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,,,Salesforce
10878713,Inactive Investor,Ryan Britton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",ryan.britton@ml.com,,Salesforce
11032876,Inactive Investor,Richard Jerkovich,,"Farmers Financial Solutions, LLC Burlingame CA 533 Airport Blvd",rjerkovich@farmersagent.com,,Salesforce
11018786,Inactive Investor,Stephen Edwards,Financial Advisor,Robert W. Baird & Co. Incorporated Winston Salem NC 380 Knollwood St,sedwards@rwbaird.com,,Salesforce
9577663,,Matthew Andreas,,,mandreas@invp.com,,List import
11233447,Inactive Investor,Greysen Schlupp,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10903345,Inactive Investor,Marc Fresia,Financial Advisor,LPL Financial LLC Carson City NV 1931 California St,marc.fresia@lpl.com,,Salesforce
10975073,Inactive Investor,Vito Savino,,"Ameritas Investment Company, LLC",vito.savino@ameritas.com,,Salesforce
127515,,James Taylor,Wealth Manager,Confluence Investment Management Llc,jtaylor@confluenceim.com,(856) 629-8700,
9554859,,Robin kanattu Thomas,,,robinthomas082@gmail.com,,List import
158625,,Christopher Alpaugh,,[Unknown],alpaugh32@gmail.com,,
11155439,Inactive Investor,Carter Hoss,Client Relationship Specialist,Morgan Stanley New York NY 1585 Broadway,carter.hoss@morganstanley.com,,Salesforce
11171269,Inactive Investor,Aileen Africa,,J.P. Morgan Securities LLC Chicago IL 30 S Wacker Dr,aileen.l.africa@chase.com,,Salesforce
10489706,,John Andruska,Investment Advisor,"Peak American Investment Advisors, Inc.",jandruska@peakamericanfinancial.com,,List Import
9635464,,Denis Shinhearl,,,dshinhearl@ancora.ws,,List import
10789912,Inactive Investor,Craig Buhrendorf,,"Raymond James Financial Services, Inc. Avon CT 40 Tower Ln",craig.buhrendorf@raymondjames.com,,Salesforce
11055597,Inactive Investor,Ruth Francis,,Commonwealth Financial Network Hadley MA 104 Middle St,rfrancis@commonwealth.com,,Salesforce
9637847,,Vitali Datsenko,,,datse001@umn.edu,,List import
10920899,Inactive Investor,Amy Flores Velasquez,Sales Assistant,LPL Financial LLC Winchester VA 440 W Jubal Early Dr,a.floresvelasquez@lpl.com,,Salesforce
10904981,Inactive Investor,Calvin Keth,,LPL Financial LLC Chesterfield MO 14500 S Outer 40 Rd,calvin.keth@lpl.com,,Salesforce
10612856,,Ronald Prendamano,Financial Advisor,,ron.prendamano@lpl.com,,List Import
11180224,Inactive Investor,James Harris,Financial Advisor,Edward Jones Glasgow KY 141 N Public Sq,james.harris@edwardjones.com,,Salesforce
9629153,,Curtis Lehnert,,,curtis.lehnert@gmail.com,,List import
11121804,Inactive Investor,Theresa Sandercott,,"Raymond James & Associates, Inc. Clarkston MI 20 W Washington St",theresa.sandercott@raymondjames.com,,Salesforce
11013806,Inactive Investor,Luke Johnson,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
9548667,,Owen Muehlfeld,,,o.muehlfeld@fi.com,,List import
9635837,,Trish Dalton,,,trish@moneco.com,,List import
9593378,,Donald McLeod,,,mcleodstar@gmail.com,,List import
10874803,Inactive Investor,Patrick Lennon,,LPL Financial LLC Peekskill NY 994 Main St,patrick.lennon@lpl.com,,Salesforce
10857233,Inactive Investor,Janelle Bergstrom,Financial Advisor,LPL Financial LLC Vancouver WA 7700 NE Greenwood Dr,janelle.bergstrom@lpl.com,,Salesforce
10867385,Inactive Investor,Brent Swanberg,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",brent.swanberg@schwab.com,,Salesforce
9568901,,Michael Lacy,,,mike.lacy@hobartfinancialgroup.com,,List import
10825147,Inactive Investor,Michael Mazeika,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Worcester MA 100 Front St,michael.mazeika@morganstanley.com,,Salesforce
9637381,,Ann Snider,,,annesnider@jourrapide.com,,List import
11150276,Inactive Investor,Dominique Giovando-Hoog,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10906645,Inactive Investor,Rebekah McShane,,"Eclectic Associates, Inc. Fullerton CA 1021 W Bastanchury Rd",,,Salesforce
10615027,,James Kennedy,"Financial Advisor, Portfolio Management Director, Senior Portfolio Manager, Senior Vice President",,james.kennedy@morganstanley.com,,List Import
10913357,Inactive Investor,Michael Fitzgerald,,LPL Financial LLC Houston TX 18211 Katy Fwy,,,Salesforce
11004912,Inactive Investor,Seok Dahl,,"Farmers Financial Solutions, LLC Northridge CA 9836 White Oak Ave",sdahl@farmersagent.com,,Salesforce
11059133,Inactive Investor,Peter McGrath,,"Equitable Advisors, LLC Ottawa IL 823 Clinton St",peter.mcgrath@equitable.com,,Salesforce
10881358,Inactive Investor,Sarah Schechinger,,"U.S. Bancorp Investments, Inc. Urbandale IA Private Residence",sarah.schmitz@usbank.com,,Salesforce
10658445,,Robert Vignolo,,,robert.vignolo@prudential.com,,List Import
9612911,,Geoffrey Zailyk,,,gz3@ntrs.com,,List import
11081299,Inactive Investor,Michael Buck,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,mike.buck.dd76@statefarm.com,,Salesforce
10966798,Inactive Investor,Sandra Parracino,,"Private Client Services, LLC Pasadena CA 155 N Lake Ave",,,Salesforce
11158084,Inactive Investor,Ronald D'Antoni,Private Client Advisor,J.P. Morgan Securities LLC White Plains NY 134 Mamaroneck Ave,ronald.dantoni@jpmorgan.com,,Salesforce
245858,,Not Provided,Chief Information Security Officer,U.S Mint,davon.tyler@usmint.treas.gov,,Manual List Upload
11145851,Inactive Investor,Lucia Boxer,Private Wealth Associate,Morgan Stanley,lucia.salese@morganstanley.com,,Salesforce
9559745,,LJ Knoll,,,ljknoll@janney.com,,List import
11075168,Inactive Investor,Audrey Gregg,Assistant,LPL Financial LLC Union City TN 800 S 1st St,audrey.gregg@lpl.com,,Salesforce
10944454,Inactive Investor,Katie Moss,,Cetera Advisor Networks LLC Okemos MI 4650 Moore St,,,Salesforce
10789258,Inactive Investor,Paul Freyer,,B. Riley Wealth Management New York NY 299 Park Ave,paulfreyer@brileywealth.com,,Salesforce
9588307,,Alejandro Canelas,,,alejandro.canelasm@gmail.com,,List import
9639201,,H P Shah,,,hpshah@valueplusinv.com,,List import
10861995,Inactive Investor,Marcia Spohn,,Cetera Advisors LLC Titusville FL Private Residence,,,Salesforce
10771052,Inactive Investor,Jay Edzards,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,jay.edzards@ubs.com,,Salesforce
10858058,Inactive Investor,Dustin Sanders,,GuideStone Financial Services,dustin.sanders@guidestone.org,,Salesforce
129237,,Keith Egbert,,"The Ayco Company, L.P.",kegbert@ayco.com,518-640-5000,
9545794,,Frank Adessk,,,frankadesso@aol.com,,List import
10618395,,Wilver Ceballos,,,wilver.ceballos@ml.com,,List Import
158973,,Dimitris Farmakis,,[Unknown],jameskfarmakis@gmail.com,,
10756074,Inactive Investor,Elizabeth Gawronski,Financial Advisor,Morgan Stanley Middleton WI 8215 Greenway Blvd,elizabeth.gawronski@morganstanley.com,,Salesforce
11196979,Inactive Investor,Kathryn Cawley,Financial Advisor,Lincoln Investment Joliet IL 2571 Division St,kcawley@lincolninvestment.com,,Salesforce
9628986,,ferraton bertrand,,,b.ferraton.bureau@gmail.com,,List import
10839932,Inactive Investor,Virgil Kahl,Investment Advisor,Commonwealth Financial Network Reading PA 2610 Westview Dr,vkahl@commonwealth.com,,Salesforce
9553158,,Michal Kowalski,,,wielkiwafel.kopc@wp.pl,,List import
10824676,Inactive Investor,Gino Pace,Investment Advisor;Vice President,Rockefeller Financial LLC,gpace@rockco.com,,Salesforce
11170832,Inactive Investor,Stephen Vessels,Director;Senior Vice President;Vice President,GMS Group Houston TX 5075 Westheimer Rd,svessels@gmsgroup.com,,Salesforce
371131,,Vijay Amritraj,,India,vijayamritraj@yahoo.com,,Salesforce
11132440,Inactive Investor,Inaki Mendive,,Goldman Sachs & Co.,,,Salesforce
11064509,Inactive Investor,Daniel Paul,Financial Advisor,Edward Jones Bentonville AR 102 SE 28th St,daniel.paul@edwardjones.com,,Salesforce
186506,,Patrick Duffy,,[Unknown],patrickgduffy@gmail.com,,source
10859007,Inactive Investor,Franklin Apperson,Financial Advisor,Edward Jones Tucker GA 4500 Hugh Howell Rd,frank.apperson@edwardjones.com,,Salesforce
11222201,,Jacqueline Cannella,,,jcannella@roblebelko.com,,List Import
11028944,Inactive Investor,Justin Liptak,,J.P. Morgan Securities LLC Lake Charles LA 127 W Broad St,,,Salesforce
10927541,Inactive Investor,Christopher Lucio,,"Allstate Financial Services, LLC Greeley CO 1221 8th Ave",christopherlucio@allstate.com,,Salesforce
9556274,,Jim Stewart,,,jim@stewsgame.com,,List import
10615838,,Ignat Ignatov,,,ignat.ignatov@jpmorgan.com,,List Import
11029732,Inactive Investor,Marlea Dale,,"Northwestern Mutual Investment Services, LLC Wabash IN 11 S Wabash St",marlea.dale@nm.com,,Salesforce
10871192,Inactive Investor,Lauren Castillo,Private Banker;Vice President,J.P. Morgan Securities LLC Summit NJ 25 Deforest Ave,,,Salesforce
10938141,Inactive Investor,Andrew Kueker,Financial Advisor,"Pruco Securities, LLC. Centralia IL 435 S Elm St",andrew.kueker@prudential.com,,Salesforce
10810126,Inactive Investor,Michael Hillgen-Santa,,"Grove Point Investments, LLC Stratford CT 2336 Main St",mhillgensanta@hbeckinc.com,,Salesforce
11017855,Inactive Investor,Patricia Middleton,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11083275,Inactive Investor,Lance Tacquard,,"Allstate Financial Services, LLC Phoenix AZ 4650 E Thomas Rd",lancetacquard@allstate.com,,Salesforce
10949354,Inactive Investor,James Crosson,,LPL Financial LLC Middletown RI 809 Aquidneck Ave,,,Salesforce
11168729,Inactive Investor,Kevin McGrath,Vice President;Wealth Advisor,Neuberger Berman BD LLC,kmcgrath@nb.com,,Salesforce
11006284,Inactive Investor,David Van Meter,,"IASG Alternatives, LLC",,,Salesforce
11182429,Inactive Investor,Jonathan Jaranson,Member;Partner;Regulatory Contact,"PrairieView Partners, LLC",jonathan@prairieviewpartners.com,,Salesforce
9554230,,Thomas Trammell,,,ttrammell@dkeinc.com,,List import
10802018,Inactive Investor,David Murray,,"Cambridge Investment Research, Inc. McLean VA 1765 Greensboro Station Pl",,,Salesforce
9581350,,Michelle Loftus,,,michelle.loftus@huntington.com,,List import
9574005,,Jeffrey Belanger,,,jeffbelanger10@gmail.com,,List import
160027,,Gisele Cury,,[Unknown],giselep.cury@gmail.com,,Organic Search
11046537,Inactive Investor,Margaret Schnapf,,LPL Financial LLC New Orleans LA 639 Loyola Ave,margaret.schnapf@lpl.com,,Salesforce
9609409,,Xi Xi,,,473726@qq.com,,List import
11206859,Inactive Investor,Robert Brown,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Las Vegas NV 7910 W Tropical Pkwy",bob.brown@schwab.com,,Salesforce
11177340,Inactive Investor,Ryan Bravo,,"Farmers Financial Solutions, LLC San Mateo CA 635 Mariners Island Blvd",,,Salesforce
72077,,David Meyers,"Business Operations Manager, Director","Zacks Investment Management, Inc.",dmeyers@zacks.com,312-265-9266,
10918561,Inactive Investor,Justin Evans,,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,,,Salesforce
9646966,,Louis Costanzo,,,louis.costanzo@lpl.com,,List import
11085364,Inactive Investor,Keith Miller,,"ValMark Securities, Inc.",,,Salesforce
11158036,Inactive Investor,Craig Bennett,Financial Professional,"Voya Financial Advisors, Inc. Arlington VA 2100 Clarendon Blvd",craig.bennett@voyafa.com,,Salesforce
6437,,Jeffrey Steere,,[[Unknown]],jeffsteere2000@yahoo.com,,Initial Salesforce Import
10807618,Inactive Investor,Jessica Lui,Wealth Management Client Services,Morgan Stanley Santa Ana CA 2677 N Main St,jessica.lui@morganstanley.com,,Salesforce
10832777,Inactive Investor,Byron Williamson,Financial Consultant,LPL Financial LLC Johnston IA 5335 Merle Hay Rd,byron.williamson@lpl.com,,Salesforce
10770215,Inactive Investor,Scott Nelson,Financial Advisor;Financial Planner,LPL Financial LLC Boston MA 346 Commercial St,,,Salesforce
11261108,Inactive Investor,Jacob Cohen,Investment Research Analyst,"GYL Financial Synergies, LLC",jcohen@gylfinsyn.com,,Salesforce
10883937,Inactive Investor,Eric Graves,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 1430 Blue Oaks Blvd",eric.graves@ampf.com,,Salesforce
11213218,Inactive Investor,Samantha Hays,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,samantha.hays@fmr.com,,Salesforce
10974989,Inactive Investor,Chad Harris,,Davenport & Company LLC,charris@investdavenport.com,,Salesforce
11012430,Inactive Investor,Heidi Hinners,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",heidi.hinners@nm.com,,Salesforce
11204984,Inactive Investor,Joel Spencer,,"Bankers Life Securities, Inc. Jacksonville FL 6620 Southpoint Dr S",joel.spencer@bankerslife.com,,Salesforce
11193762,Inactive Investor,Jason Fong,Financial Planning Assistant,"Ameriprise Financial Services, LLC Honolulu HI 700 Bishop St",jason.fong@ampf.com,,Salesforce
9598611,,Amanda Valenti,,,amanda.valenti@brightworth.com,,List import
9642589,,Jannis Lambinus,,,jannis.lambinus@web.de,,List import
11146996,Inactive Investor,Shuyang Feng,Financial Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,ariel.feng@morganstanley.com,,Salesforce
11262173,Inactive Investor,Thomas Wooten,,Thomas G Wooten Living Trust,twooten1105@gmail.com,14087819056,Salesforce
10808366,Inactive Investor,Logan Shaw,Financial Advisor,Morgan Stanley Eureka CA 2421 Buhne St,logan.shaw@morganstanley.com,,Salesforce
11148798,Inactive Investor,Lori Dossantos,,"Sanctuary Securities, Inc. Southbury CT 555 Heritage Rd",ldossantos@sanctuarywealth.com,,Salesforce
10873649,Inactive Investor,Courtney Fuller Tome,Associate Financial Advisor,"Ameriprise Financial Services, LLC Orland Park IL 15030 S Ravinia Ave",courtney.tome@ampf.com,,Salesforce
11183465,Inactive Investor,Karen Briers,Compliance Consultant,"Wells Fargo Clearing Services, LLC",karen.briers@wellsfargoadvisors.com,,Salesforce
10644633,,Yu Chang,,,lynn.chang@ceterais.com,,List Import
9565135,,Alphonso Duhart,,,alphonso.duhart09@gmail.com,,List import
347088,,Peter Hager,Partner,"Hager Investment Management Services, Llc",peter@hagerinvestments.com,603-526-4099,Manual List Upload
11108791,Inactive Investor,Randy Floyd,Founder,Floyd Financial Group LLC,randy@floydfinancialgroup.com,,Salesforce
9554713,,Ahmed Chowdry,,,adnanchowdry@me.com,,List import
9605585,,Carlos Vente,,,karlos_f1@hotmail.com,,List import
10876766,Inactive Investor,Jacob Young,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10950397,Inactive Investor,Maison Dwyer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10656282,,Gregory Chona,,,gregory.chona@equitable.com,,List Import
9633764,,Jun Chang,,,jchangusa@gmail.com,,List import
10913041,Inactive Investor,Anne Egan,Financial Advisor Associate,Morgan Stanley Lake Forest IL 207 E Westminster,,,Salesforce
11100781,Inactive Investor,Donald Sketchley,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Keller TX 1440 Keller Pkwy",donald.sketchley@ml.com,,Salesforce
11145512,Inactive Investor,Nancy Brewster,Financial Planning Specialist;Portfolio Associate,Morgan Stanley Oxnard CA 300 E Esplanade Dr,nancy.brewster@morganstanley.com,,Salesforce
9612426,,Hyeon Cheol Bang,,,banghc@chosun.com,,List import
11040154,Inactive Investor,Tyler Schott,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",tyler.schott@nm.com,,Salesforce
11097983,Inactive Investor,Sora Araim-Ibrahim,Financial Planning Associate;Portfolio Associate,Morgan Stanley San Francisco CA 555 California St,sora.araimibrahim@morganstanley.com,,Salesforce
11064274,Inactive Investor,Alethea Jhoanna Castro,,NYLIFE Securities LLC Seaside CA 1816 Juarez St,acastro@ft.newyorklife.com,,Salesforce
11112609,Inactive Investor,Brian Sweat,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9588321,,Elizabeth Cuevas,,,ealico@me.com,,List import
11160889,Inactive Investor,Yvonne Flores,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",yflores6@ml.com,,Salesforce
9556464,,Javier Andreu,,,jandreu.finance@gmail.com,,List import
10957065,Inactive Investor,Ben Adler,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",ben.adler@ml.com,,Salesforce
11205099,Inactive Investor,Kurtis Roebuck,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
9551699,,Jeffrey Snider,,,jsnider@alhambrapartners.com,,List import
10973682,Inactive Investor,Brandon Gehle,,Edward Jones Overland Park KS 12701 Metcalf Ave,brandon.gehle@edwardjones.com,,Salesforce
10783723,Inactive Investor,Jennifer Leblanc,,"Wells Fargo Clearing Services, LLC Farmington CT 8 Two Mile Rd",jennifer.leblanc@wellsfargoadvisors.com,,Salesforce
11115336,Inactive Investor,Joseph Yanez,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,joseph.yanez@primerica.com,,Salesforce
10953416,Inactive Investor,Steven Schuit,,"Farmers Financial Solutions, LLC Naperville IL 622 E Ogden Ave",sschuit@farmersagent.com,,Salesforce
10419362,,Elwynn Yu,,,whisperwind90@hotmail.com,,Web Form Fillout
10656049,,javid radmehr,,,shahinmetavers@gmail.com,,Web form fillout
11105435,Inactive Investor,Gil Hanoch,Owner,"Quality Asset Management, LLC",ghanoch@qualityasset.com,,Salesforce
9621054,,Alex James,,,alex3.james@gmail.com,,List import
11203001,Inactive Investor,David Anthony,,Fidelity Brokerage Services LLC,david.anthony@fidelity.com,,Salesforce
9415703,,William Wall,,William Wall,williamwall1234@yahoo.com,,3rd Party Lead Gen
11190373,Inactive Investor,Jonathan Munson,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Sterling Heights MI 14460 Lakeside Cir,jonathan.munson@thrivent.com,,Salesforce
9644339,,Russell Douglas,,,russelldouglas@gmail.com,,List import
205895,,Patrick Githuku,,[Unknown],pgithuku@yahoo.com,,Paid Search
10789387,Inactive Investor,Jocelyn Santos,,Morgan Stanley New York NY 399 Park Ave,jocelyn.cruz@morganstanley.com,,Salesforce
10758130,Inactive Investor,Robert Fairchild,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Kerrville TX 1304 Junction Hwy,,,Salesforce
10867511,Inactive Investor,Troy Snider,Investment Advisor;Principal,Bartlett & Co. Wealth Management LLC,syoung@bartlett1898.com,,Salesforce
9579346,,Rencheng Cui,,,rencheng.cui@pnc.com,,List import
11150157,Inactive Investor,Richard Ricci,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",richard.ricci@wellsfargoadvisors.com,,Salesforce
11217644,,Matthew Kienzler,,,kienzler.matthew@raymondjames.com,,Other
10983956,Inactive Investor,Laura Hailston,Senior Advisor,Strategic Financial Services,lhailston@investstrategic.com,,Salesforce
10870607,Inactive Investor,Gabriel Moreira,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gabriel.moreira@jpmorgan.com,,Salesforce
11038436,Inactive Investor,Jesus Peralta,,J.P. Morgan Securities LLC Long Beach CA 6400 E Pacific Coast Hwy,,,Salesforce
9597456,,Yana Kostadinova,,,yk.kostadinova@gmail.com,,List import
9639602,,Beth Covers,,,bcovers@kettering.edu,,List import
11016409,Inactive Investor,Ryan Omoto,Financial Advisor,Edward Jones Huntington Beach CA 19900 Beach Blvd,ryan.omoto@edwardjones.com,,Salesforce
11031247,Inactive Investor,Scott Chauvin,,"Allstate Financial Services, LLC Houston TX 1350 Nasa Pkwy",scottchauvin@allstate.com,,Salesforce
11194088,Inactive Investor,Garett Eschels,,"Concourse Financial Group Securities, Inc. Birmingham MI 555 S Old Woodward Ave",garett.eschels@concoursefinancial.com,,Salesforce
10855426,Inactive Investor,Jill Thomas,Financial Advisor,Edward Jones Parsons KS 315 N 16th St,jill.m.thomas@edwardjones.com,,Salesforce
9579002,,bryan tornow,,,bftcfp@gmail.com,,List import
11076310,Inactive Investor,John Rossi,,"Ameritas Investment Company, LLC Boca Raton FL 1877 S Federal Hwy",john.rossi@ameritas.com,,Salesforce
10659956,,David Kabanda,,,david.kabanda@chase.com,,List Import
10889550,Inactive Investor,Patrick Johnson,Financial Advisor,LPL Financial LLC Gadsden AL 230 N 3rd St,,,Salesforce
10872296,Inactive Investor,Martin McFarling,Financial Advisor,"Ameriprise Financial Services, LLC Jamestown NC 4917 Piedmont Pkwy",martin.x.mcfarling@ampf.com,,Salesforce
11040818,Inactive Investor,Timoteo Hernandez,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,thernandez.7llpv@primerica.com,,Salesforce
11174948,Inactive Investor,Jonathan Goldstein,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Westport CT 500 Post Road E,jonathan.a.goldstein@morganstanley.com,,Salesforce
11194074,Inactive Investor,John Iannaco,Banker;Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11235816,Inactive Investor,Joshua Carelli,Director;Wealth Advisor,Greenline Wealth Management,jcarelli@greenlinewm.com,,Salesforce
352199,,James Shovlin,Senior Associate,Blue Wolf Capital Partners Llc,james@bluewolfcapital.com,212-488-1340,Manual List Upload
10916099,Inactive Investor,Sarah Lawson,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 8425 Pulsar Pl",sarah.lawson@ampf.com,,Salesforce
230918,, -,,[[Unknown]],keithmj@live.com,,
11221781,,Steven Denike,,,steven.denike@cnr.com,,List Import
11003593,Inactive Investor,Edwin Molina,,LPL Financial LLC Flanders NJ 47 US Hwy 206,edwin.molina@lpl.com,,Salesforce
10857153,Inactive Investor,Ronald Bender,,LPL Financial LLC Albany NY 655 Patroon Creek Blvd,ron.bender@lpl.com,,Salesforce
10803421,Inactive Investor,Rickey Ezell,Financial Advisor;Investment Advisor,LPL Financial LLC Edmond OK 2908 Via Esperanza,shawn.ezell@lpl.com,,Salesforce
10991714,Inactive Investor,Corey Hernandez,,"Hornor, Townsend & Kent, LLC Exton PA 305 Exton Cmns",chernandez@htk.com,,Salesforce
10528595,,Colleen Hammond,,,colleen6996@yahoo.com,,Web Form Fillout
9640785,,Nick Hu,,,nickhu123@hotmail.com,,List import
9575878,,Reid Juul,,,reid.juul@voyafa.com,,List import
10992416,Inactive Investor,Mason Denton,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10817199,Inactive Investor,Stephen Rash,Member;Officer;Shareholder,"Lauterbach Financial Advisors, LLC",,,Salesforce
11007032,Inactive Investor,Carla Holcomb,,"Raymond James Financial Services, Inc. Rockville MD 15245 Shady Grove Rd",carla.holcomb@raymondjames.com,,Salesforce
11126055,Inactive Investor,Ned Lator,,"Calton & Associates, Inc. Houston TX 13111 Westheimer Rd",nlator@calton.com,,Salesforce
10963861,Inactive Investor,Christopher George,Financial Advisor,Edward Jones Piqua OH 1301 E Ash St,christopher.george@edwardjones.com,,Salesforce
11084342,Inactive Investor,Neeti Kapadia,,Citigroup Global Markets Inc.,,,Salesforce
9624005,,Umer Sheikh,,,umeralisheikh1975@gmail.com,,List import
10825241,Inactive Investor,Margarita Perry,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",margarita.perry@rbc.com,,Salesforce
11105802,Inactive Investor,Monica Delgado,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,mndelgado@ft.newyorklife.com,,Salesforce
335643,,Linda Sierra,"Executive Vice President, Secretary",Keating Investment Counselors Inc,linda.sierra@keatinginvestment.com,561-278-7862,Manual List Upload
216848,,Adarsh Shyamsundar,,[Unknown],adi@polariscapitalmanagement.net,,Event
9576755,,Brendon Timke,,,brendon.timke@fmr.com,,List import
10943370,Inactive Investor,Benjamin Holland,Chief Compliance Officer;Managing Member,FPG Wealth,,,Salesforce
9635125,,Neill Faucett,,,nfaucett@lubertadler.com,,List import
9609397,,Kim Ds,,,isc2342@gmail.com,,List import
10932018,Inactive Investor,Fernando Aceves,,"Equitable Advisors, LLC El Paso TX 2323 Montana Ave",fernando.aceves@equitable.com,,Salesforce
9561338,,Edward Spanski,,,espanski@royalaa.com,,List import
10843072,Inactive Investor,Scot Bytnar,Advisor;Chief Compliance Officer;Financial Advisor;Managing Member;Owner;President,"HMS Financial Services, LLC",scot@hmsfs.com,,Salesforce
11073556,Inactive Investor,Cheryl Himmel,,Key Investment Services LLC,cheryl.himmel@key.com,,Salesforce
9620577,,yida gao,,,yidapb@gmail.com,,List import
10920567,Inactive Investor,Christian Tateo,Financial Advisor,LPL Financial LLC Mineola NY 22 Jericho Tpke,christian.tateo@lpl.com,,Salesforce
11018132,Inactive Investor,Albert Antlitz,Financial Professional,"Equitable Advisors, LLC Lutherville Timonium MD 1954 Greenspring Dr",,,Salesforce
9600723,,Adam Hornek,,,adamhornek@argi.net,,List import
10793199,Inactive Investor,Nathan Meagher,Financial Advisor,Edward Jones Pinckneyville IL 5718 State Rte 154,nathan.meagher@edwardjones.com,,Salesforce
10862080,Inactive Investor,Nicole Olson,Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Chicago IL 10 S Wacker Dr",,,Salesforce
10804531,Inactive Investor,Peter Damascus,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",peter_damascus@ml.com,,Salesforce
11195715,Inactive Investor,Matthew Sperazzo,Financial Advisor,"Ameriprise Financial Services, LLC Albany NY 5 Palisades Dr",matthew.j.sperazzo@ampf.com,,Salesforce
9636614,,Zachary Hillard,,,zhillard@busey.com,,List import
245931,,Not Provided,Chief Public Policy Officer,UDHC,alan@udhc.finance,,Manual List Upload
10805137,Inactive Investor,Ronald Bultman,First Vice President - Wealth Management;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,ronald.bultman@morganstanley.com,,Salesforce
11152926,Inactive Investor,David Malinowsky,Client Service Associate,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 818 A1A N",david.malinowsky@ampf.com,,Salesforce
10916535,Inactive Investor,Greg Sokolow,Financial Advisor,Lincoln Investment Winter Garden FL Private Residence,gsokolow@lincolninvestment.com,,Salesforce
10901825,Inactive Investor,Megan Vigus,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",megan.vigus@ml.com,,Salesforce
11147894,Inactive Investor,Margarita Flores,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,mmflores@ft.newyorklife.com,,Salesforce
11035066,Inactive Investor,Anna Bertrand,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Saint Louis MO 3636 S Geyer Rd",anna.bertrand@mutualofomaha.com,,Salesforce
11155075,Inactive Investor,Edward Kyritz,,Jefferies LLC Stamford CT 1 Station Pl,ekyritz@jefferies.com,,Salesforce
11018750,Inactive Investor,David Jenkins,,NYLIFE Securities LLC Centreville VA Private Residence,djenkins@ft.newyorklife.com,,Salesforce
10782409,Inactive Investor,Patricia Garibaldi,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",patricia.garibaldi@wellsfargoadvisors.com,,Salesforce
10993479,Inactive Investor,Daisy Wang,,NYLIFE Securities LLC Rancho Cucamonga CA Private Residence,ywang09@ft.newyorklife.com,,Salesforce
10957572,Inactive Investor,Patrick Cree,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 10531 Scripps Poway Pkwy",patrick.cree@ml.com,,Salesforce
11170673,Inactive Investor,Juliana Lombardo,Client Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,juliana.lombardo@ubs.com,,Salesforce
11049933,Inactive Investor,Heather Katzenmeyer,,The Huntington Investment Company Cuyahoga Falls OH 2305 2nd St,,,Salesforce
11022226,Inactive Investor,Sophia Morgan,,Rockefeller Financial LLC Boston MA 500 Boylston St,smorgan@rockco.com,,Salesforce
10787709,Inactive Investor,Robert Fort,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10910259,Inactive Investor,Dominick Occhiato,,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,docchiato@rwbaird.com,,Salesforce
11085985,Inactive Investor,David Van Acker,Managing Director - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,david.vanacker@ubs.com,,Salesforce
96096,,Matt Shannahan,,[Unknown],matt.shannahan@protonmail.com,9168387080,
9574170,,Thomas Drake,,,tdrake@sagepointadvisor.com,,List import
10988009,Inactive Investor,Paul Cheek,,Park Avenue Securities LLC Memphis TN 6060 Primacy Pkwy,paul_cheek@glic.com,,Salesforce
10856872,Inactive Investor,Jeremy Hofer,Chief Compliance Officer;Founder;President,Hofer & Associates Wealth Management,jeremy@hoferwm.com,,Salesforce
10645322,,Eric Malchow,,,emalchow@lincolninternational.com,,List Import
10828885,Inactive Investor,Warren Spencer,Financial Advisor,"Ameriprise Financial Services, LLC Scarborough ME 10 Plaza Dr",warren.spencer@ampf.com,,Salesforce
8895907,,Joaquín Domingues,,00584122601536,joaquindomingues777@yahoo.com,00584142461077,Web form fillout
10809519,Inactive Investor,Daniel Figliola,Managing Director,"Alpine Capital Partners, LLC",daniel.figliola@alpinecapitalpartners.com,,Salesforce
9573335,,Tom Cusack,,,tcusack@starboardvalue.com,,List import
10897142,Inactive Investor,Joshua Olson,Wealth Advisor,Commonwealth Financial Network Westborough MA 1 Research Dr,,,Salesforce
11050374,Inactive Investor,Ryan Moseley,Economist;Vice President,"Moseley Investment Management, Inc.",rmoseley@moseleyinvestment.com,,Salesforce
11212593,Inactive Investor,Carmela Davis,,NYLIFE Securities LLC Longview TX 714 N High St,cdavis@ft.newyorklife.com,,Salesforce
352241,,C. Payne,Managing Partner,Mainsail Partners,jason@mainsailpartners.com,512-772-2260,Manual List Upload
145063,,Fahad Gilani,,[Unknown],fahadg@thefamilyofficegroup.com,,
9586703,,Jacob Wood,,,jakewood@royalaa.com,,List import
11176166,Inactive Investor,Pavinderjit Kooner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",pavinderjit.kooner@ml.com,,Salesforce
11098427,Inactive Investor,Judith Quinones,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
10901024,Inactive Investor,Michael Karwaski,Financial Consultant,"Charles Schwab & Co., Inc. Scranton PA 1152 Commerce Blvd",,,Salesforce
11211138,Inactive Investor,Lisa Ashlin,,"Wells Fargo Clearing Services, LLC Huntersville NC Private Residence",lisa.ashlin@wellsfargoadvisors.com,,Salesforce
11050741,Inactive Investor,Matthew Allen,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,matthew.w.allen@chase.com,,Salesforce
10867639,Inactive Investor,Michael Parsons,Financial Advisor,LPL Financial LLC Erie PA 3939 W Ridge Rd,michael.j.parsons@lpl.com,,Salesforce
10892982,Inactive Investor,Calvin Orr,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11037840,Inactive Investor,Daniel Olivas Rodriguez,,J.P. Morgan Securities LLC Glendale AZ 9028 W Northern Ave,daniel.olivas-rodriguez@jpmorgan.com,,Salesforce
229855,, -,,[[Unknown]],tycrane@live.com,,
11155617,Inactive Investor,Charlotte Gaines,,"Silver Oak Securities, Incorporated",charlottegaines@silveroaksecurities.com,,Salesforce
231050,, -,,[[Unknown]],mjryan76@gmail.com,,Direct
9620696,,Brett Kovarik,,,bkovarik@gmail.com,,List import
11113361,Inactive Investor,Tai Chen,,"World Investments, Inc. Warren NJ Private Residence",taichen@tfsrep.com,,Salesforce
9614095,,Stephen Meade,,,smeade@thelampost.com,,List import
11130306,Inactive Investor,Gordon Mark,First Vice President;Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,gordon.mark.jr@morganstanley.com,,Salesforce
10877057,Inactive Investor,Alfonso Valdez,Wealth Advisor,"Sovran Advisors, LLC Costa Mesa CA 3200 Park Center Dr",alfonso.valdez@trilogyfs.com,,Salesforce
11200561,Inactive Investor,Belinda Hoover,,"Parkland Securities, LLC Englewood CO 10 Inverness Dr E",bhoover@parklandrep.com,,Salesforce
9596130,,Christopher Jones,,,cjones@financialengines.com,,List import
11113064,Inactive Investor,Gregory Talpey,Financial Advisor,Morgan Stanley Troy MI 101 W Big Beaver Rd,greg.talpey@morganstanley.com,,Salesforce
11209978,Inactive Investor,Blaine Rogers,Investment Advisor,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10927764,Inactive Investor,Sam Pieh,,"American Independent Securities Group, LLC Lake Oswego OR Private Residence",spieh@aisgadvisor.com,,Salesforce
10935980,Inactive Investor,Jay Clevenger,,The Huntington Investment Company Broadview Heights OH 9220 Broadview Rd,jay.clevenger@huntington.com,,Salesforce
11177775,Inactive Investor,William Duncan,Financial Advisor,Edward Jones Stanford KY 324 W Main St,brian.duncan@edwardjones.com,,Salesforce
11170077,Inactive Investor,Peter Forde,,"First Command Brokerage Services, Inc. Colorado Springs CO 1277 Kelly Johnson Blvd",,,Salesforce
11185782,Inactive Investor,Michael Harrison,,"U.S. Bancorp Investments, Inc. Bowling Green KY 500 E Main Ave",michael.harrison@usbank.com,,Salesforce
10952775,Inactive Investor,Jacob Versteeg,Team Lead,"Voya Financial Advisors, Inc. Las Vegas NV Private Residence",jacob.versteeg@voya.com,,Salesforce
11092696,Inactive Investor,Joseph Murphy,Financial Associate,Wintrust Investments LLC,jmurphy@wintrustwealth.com,,Salesforce
11001954,Inactive Investor,William Vickers,,Edward Jones Fayetteville NC 6200 Ramsey St,,,Salesforce
10926934,Inactive Investor,Brandon Paulsen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brandon.paulsen@fmr.com,,Salesforce
10905231,Inactive Investor,Hossein Nikoo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10897247,Inactive Investor,Theresa Collins,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,theresa.collins@primerica.com,,Salesforce
10883851,Inactive Investor,Russell Donath,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",rdonath@financialguide.com,,Salesforce
10760750,Inactive Investor,William Mason,Financial Advisor,Edward Jones Morgantown WV 1 Wharf St,raymie.mason@edwardjones.com,,Salesforce
11145209,Inactive Investor,Ralph Colo,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Scranton PA 111 N Washington Ave,ralph.colo@morganstanley.com,,Salesforce
11132272,Inactive Investor,Jane Sawyer,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,jane.sawyer@fidelity.com,,Salesforce
11134537,Inactive Investor,Drew Robinson,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",drew.robinson@tiaa-cref.org,,Salesforce
1001275,Inactive Investor,Lisa Stautihar,,Wellspring Financial Advisors LLC,lstautihar@wellspringadvisorsllc.com, +1 216-367-0680,
10939051,Inactive Investor,Mark Yang,,"Allstate Financial Services, LLC Seattle WA 4024 Aurora Ave N",,,Salesforce
10817330,Inactive Investor,Christopher VanDusen,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",chris.vandusen@rbc.com,,Salesforce
11194854,Inactive Investor,Matthew Martin,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,,,Salesforce
10841522,Inactive Investor,Robert Marcell,,"Avantax Investment Services, Inc. Morgan City LA 1201 Brashear Ave",,,Salesforce
10615876,,Richard Osty,,,richard.a.osty@chase.com,,List Import
205551,,John Regina,,[Unknown],john.reginadoor@gmail.com,,
11159330,Inactive Investor,Timothy Jensen,,Fidelity Brokerage Services LLC,,,Salesforce
11254539,Inactive Investor,Brianne Beeson,,State Farm VP Management Corp. Tulsa OK 8287 S Memorial Dr,,,Salesforce
220012,,Tom Harrigan,,[Unknown],tharrigan@hotmail.com,,Direct
1002836,Inactive Investor,Forbes Barber,Relationship Manager,Beaumont Financial Partners,fbarber@bfpartners.com, +1 781 400 2812,
10799244,Inactive Investor,Mirella Wilmot,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",mirella_wilmot@ml.com,,Salesforce
11014419,Inactive Investor,Cameron Kasmar,Senior Associate,William Blair,ckasmar@williamblair.com,,Salesforce
10989305,Inactive Investor,Jose Rico,Banker;Wealth Relationship Manager,Citigroup Global Markets Inc. Henderson NV 10211 S Eastern Ave,,,Salesforce
10902460,Inactive Investor,Felix Espinoza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
374047,,Giuliano Stiglitz,,[Unknown],giulianostiglitz@gmail.com,,source
10833310,Inactive Investor,Robert Dyer,Managing Director;Private Wealth Advisor,Morgan Stanley Davenport FL 8304 Champions Gate Blvd,,,Salesforce
10772649,Inactive Investor,Darren Telford,Financial Advisor,"Equitable Advisors, LLC Oklahoma City OK 4801 Gaillardia Pkwy",darren.telford@equitable.com,,Salesforce
10864757,Inactive Investor,Caroline Hughes,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,caroline.hughes@fmr.com,,Salesforce
11231397,Inactive Investor,Daniel Charlton,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_charlton@vanguard.com,,Salesforce
10761416,Inactive Investor,Henry Filter,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",henry_filter@ml.com,,Salesforce
10929233,Inactive Investor,Mary Kloesel,Administrative Assistant,LPL Financial LLC Frisco TX 3201 Dallas Pkwy,,,Salesforce
11089486,Inactive Investor,Janny Eid,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,jennyeid.team@fidelity.com,,Salesforce
11007848,Inactive Investor,Michael Sato,Financial Advisor,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",michael.sato@prudential.com,,Salesforce
10947301,Inactive Investor,Anthony Van Gelder,,"Cambridge Investment Research, Inc. Alpharetta GA Private Residence",,,Salesforce
6444323,,Jose Alfredo Tapia,,,alf9928@hotmail.com,,Web Form Fillout
10937484,Inactive Investor,Christopher Snively,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Longwood FL 440 Crown Oak Centre Dr",christopher.snively@wfafinet.com,,Salesforce
10897271,Inactive Investor,Michael Luu,,"Farmers Financial Solutions, LLC Seattle WA 564 Industry Dr",vluu@farmersagent.com,,Salesforce
339778,,Elke Schoeppl-jost,"Director, Regional Investment Head Apac",Dws Investments Hong Kong Limited,elke.schoeppl-jost@db.com,852-220-38888,Manual List Upload
10965790,Inactive Investor,Joanne Wagner,,"CUSO Financial Services, L.P. Seattle WA 11027 Meridian Ave N",,,Salesforce
9544895,,Lanis Webb,,,lanis@gareppleinvestments.com,,List import
53388,,James Shanahan,CFO,Crestwood Advisors,jshanahan@focuspartners.com,(646) 576-6577,Manual List Upload
10889796,Inactive Investor,Brian Reed,Financial Advisor,Empirical Wealth Management,breed@empirical.net,,Salesforce
9554349,,Bit Coin,,,monsieurmfl@gmail.com,,List import
11180789,Inactive Investor,Timothy Reed,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Charlotte MI 239 S Cochran Ave",tim.reed@wellsfargoadvisors.com,,Salesforce
9601476,,Francis Simms,,,fsimms@northcoastam.com,,List import
11070106,Inactive Investor,Nathan Pendill,,"Raymond James Financial Services, Inc. Bloomington IN 3925 E Hagan St",nathan.pendill@raymondjames.com,,Salesforce
9614000,,Jacky Jiang,,,jacky3399@gmail.com,,List import
11121198,Inactive Investor,Phillip Askot,Investment Advisor;Investment Broker,"Western International Securities, Inc. Milwaukee WI 631 N Mayfair Rd",paskot@wisdirect.com,,Salesforce
10772383,Inactive Investor,David Romero,,"Empower Financial Services, Inc",david.romero@empower.com,,Salesforce
10895607,Inactive Investor,Timothy Good,,"Kestra Investment Services, LLC Davison MI 8415 Davison Rd",,,Salesforce
10780306,Inactive Investor,Stanley Alterman,,"American Portfolios Financial Services, Inc. Manasquan NJ 2329 Hwy 34",salterman@americanportfolios.com,,Salesforce
230816,, -,,[[Unknown]],dan@aramigroup.com,,
10854187,Inactive Investor,Brett James,Financial Advisor,Edward Jones Broken Arrow OK 115 W Broadway Ave,brett.james@edwardjones.com,,Salesforce
11101080,Inactive Investor,John Moody,Investment Advisor;Partner,"Ocala Capital, LLC",john@ocalacapital.com,,Salesforce
11192198,Inactive Investor,Eric Canida,,PFS Investments Inc. Lake City FL 855 SW Baya Dr,ecanida@primerica.com,,Salesforce
9559127,,Rickie Sherline,,,rsherline@sigmarep.com,,List import
11034146,Inactive Investor,Kara Schab,Relationship Manager,"Principal Securities, Inc. Belmont MI Private Residence",schab.kara@principal.com,,Salesforce
368284,,Stella Bray,Managing Director,"Hightower Advisors, Llc",sbray@hightoweradvisors.com,1-561-227-5080,
10922254,Inactive Investor,Jessica Chatmon,,Cetera Advisor Networks LLC Greensboro NC 2010 New Garden Rd,,,Salesforce
11229058,Inactive Investor,Lilia Caballero,,D.A. Davidson & Co. Medford OR 3210 Hillcrest Park Dr,,,Salesforce
11187666,Inactive Investor,Phillip Boss,,Edward Jones Murray KY 600 Main St,phillip.boss@edwardjones.com,,Salesforce
201723,,J Peterson,,[Unknown],jpete347@gmail.com,,
11170132,Inactive Investor,Jessica Dean,,"Wells Fargo Clearing Services, LLC Hyannis MA 1513 Iyannough Rd",,,Salesforce
10907532,Inactive Investor,Todd Johnson,,Thrivent Investment Management Inc. Tampa FL 1307 W Fletcher Ave,todd.johnson@thrivent.com,,Salesforce
10861767,Inactive Investor,Christine Lucero,Chief Compliance Officer;Head - Private Wealth,Satovsky Asset Management LLC,,,Salesforce
11192775,Inactive Investor,Russell Corona,,Cetera Investment Services LLC Pittsford NY 18 State St,russell.corona@ceterais.com,,Salesforce
11199029,Inactive Investor,Jeri Dlugin,Senior Financial Services Representative,"Principal Securities, Inc. Greensboro NC 603 Dolley Madison Rd",dlugin.jeri@principal.com,,Salesforce
10996176,Inactive Investor,David Abraham,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,david.abraham@jpmorgan.com,,Salesforce
11025419,Inactive Investor,Philippe Comby,Chief Financial Officer;Co-Founder;Manager;Managing Member;President;Regulatory Contact,"Connective Portfolio Management, LLC",pcomby@connectivepm.com,,Salesforce
10936810,Inactive Investor,Keith Groesbeck,,"Principal Securities, Inc. Tampa FL 4017 W Dr Martin Luther King Jr Blvd",groesbeck.keith@principal.com,,Salesforce
11197982,Inactive Investor,Crey Keitzer,Partner,LPL Financial LLC Cranberry Township PA 2009 Mackenzie Way,crey.keitzer@lpl.com,,Salesforce
9624257,,Harry Buck,,,tailhook4959@sbcglobal.net,,List import
10823475,Inactive Investor,Jeff Mitchell,Chief Compliance Officer;Chief Executive Officer,JRM Capital Management Inc.,,,Salesforce
11051385,Inactive Investor,Ahmad Abu-Hatab,,Perella Weinberg Partners LP,aabu-hatab@pwpartners.com,,Salesforce
11152334,Inactive Investor,Elizabeth Johnson,Senior Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,elizabeth.currie@ubs.com,,Salesforce
10875831,Inactive Investor,Thomas Carbin,,"Raymond James Financial Services, Inc. Fairfield CT 2150 Post Rd",thomas.carbin@raymondjames.com,,Salesforce
9628414,,Lewis Cohen,,,lihcohen@shentel.net,,List import
10755811,Inactive Investor,James Saturne,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",james.e.saturne@ml.com,,Salesforce
11200395,Inactive Investor,Melissa Ruttner,Financial Advisor,Morgan Stanley New York NY 399 Park Ave,melissa.ruttner@morganstanley.com,,Salesforce
11026014,Inactive Investor,Eric Harris,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",eric.a.harris@nm.com,,Salesforce
9564336,,Aaron Yanku,,,aaronyanku@gmail.com,,List import
9636889,,Derek Stone,,,dstone@heritageinvestors.com,,List import
11132294,Inactive Investor,Amy Peterson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10899193,Inactive Investor,Cody Gunn,Investment Advisor Representative;President,"Gunn Capital Management, LLC.",,,Salesforce
10793901,Inactive Investor,Jonathan Larsen,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",jonathan.larsen@raymondjames.com,,Salesforce
240137,,April Lodatto,Event Coordinator,"Rfg Advisory, Llc",april@williamsfa.com,205-397-2450,Manual List Upload
11055592,Inactive Investor,Robert Stern,,Commonwealth Financial Network Amherst MA 433 West St,bstern@commonwealth.com,,Salesforce
10619958,,Ken Roberts,,,kroberts@firstambank.com,,List Import
10930218,Inactive Investor,Alex Goldfarb,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10822079,Inactive Investor,Lindsey Rhea,Financial Advisor,LPL Financial LLC Germantown TN 7475 McVay Station Ct,lindsey.rhea@lpl.com,,Salesforce
10891371,Inactive Investor,John Riley,Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
343952,,Benjamin Muchler,Managing Director,"Boston Research And Management, Inc.",ben@bostonrm.com,978-526-9700,Manual List Upload
11222827,,Roger Leibowitz,,,roger.leibowitz@clsecurities.com,,List import
9466728,,David Mindell,,David Paul Mindell,dpmindell@gmail.com,,Other
95593,,Roger Mullan,Director,Mullan investments,roger@rogermullan.com,,
10866539,Inactive Investor,Zachary Threadgill,Chief Compliance Officer;Financial Advisor;Managing Member;Member,"Threadgill Financial, LLC",zac@threadgillfinancial.com,,Salesforce
9630587,,Matt Halstead,,,mehalstead@gmail.com,,List import
10807382,Inactive Investor,Jon Vigi,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,jon.vigijr@ubs.com,,Salesforce
9638795,,Tony Broccardo,,,tony.broccardo@barclays.com,,List import
10769957,Inactive Investor,David Rossler,,Cetera Financial Specialists LLC Boca Raton FL Private Residence,david.rossler@ceterafs.com,,Salesforce
1004345,Inactive Investor,Matt White,,Matt White,mwhite@mraassociates.com,,3rd Party Lead Gen
9547750,,william Berkley,,,wjberkley@gmail.com,,List import
10998678,Inactive Investor,Carlos Rocha,,J.P. Morgan Securities LLC Boca Raton FL 3901 N Federal Hwy,carlos.rocha@jpmorgan.com,,Salesforce
11112847,Inactive Investor,Crispin Gallardo,,"Farmers Financial Solutions, LLC Avondale AZ 10320 W McDowell Rd",,,Salesforce
11153711,Inactive Investor,Ann Iglai,,Stonex Securities Inc. North Royalton OH Private Residence,ann.iglai@saswealth.com,,Salesforce
10899726,Inactive Investor,Brian Clancy,Financial Advisor,UBS Financial Services Inc. Boulder CO 1801 13th St,,,Salesforce
10979873,Inactive Investor,Brendan Mcdonald,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
10976523,Inactive Investor,Jeremy Derizzo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jeremy.derizzo@schwab.com,,Salesforce
11058925,Inactive Investor,Ana Navarro,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
9558606,,Matthew Samek,,,msamek@berthel.com,,List import
10865229,Inactive Investor,Timothy Chronister,,Cetera Advisors LLC Cortland OH 197B W Main St,timothy.chronister@ceteraadvisors.com,,Salesforce
9577298,,Alden Griesbach,,,agriesbach@ayco.com,,List import
10960026,Inactive Investor,Ammon Carlson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9564312,,Seth Longton,,,seth.longton@pnc.com,,List import
11056777,Inactive Investor,Brett Stoner,Financial Advisor,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",brett.stoner@wellsfargoadvisors.com,,Salesforce
9575533,,Robin Eaton,,,rmeaton@ftbadvisors.com,,List import
10801686,Inactive Investor,Yuri Abashkin,Regional Vice President,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,yuri.abashkin@primerica.com,,Salesforce
10837588,Inactive Investor,Todd Garran,Financial Advisor,"Ameriprise Financial Services, LLC Parsippany NJ 4 Century Dr",tgarran@ampf.com,,Salesforce
10754315,Inactive Investor,Richard Avallon,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,ravallon@janney.com,,Salesforce
10832122,Inactive Investor,William Duncan,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",,,Salesforce
10835823,Inactive Investor,Todd Battaglia,Chief Executive Officer;President;Regulatory Contact,MG&A Wealth,todd@meggreen.com,,Salesforce
11057536,Inactive Investor,Deborah Williamson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",deborah.williamson@schwab.com,,Salesforce
10987079,Inactive Investor,Lino Innocenzi,,"Allstate Financial Services, LLC Olympia WA 8910 Martin Way E",linoinnocenzi@allstate.com,,Salesforce
11057129,Inactive Investor,Lawrence Giordano,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Purchase NY 1 Manhattanville Rd,lgiordano@janney.com,,Salesforce
11231074,Inactive Investor,Mark Smith,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
11219860,,Scott Lyle,,,scott@cainwatters.com,,Other
9604493,,Muha Ardestani,,,ardestanifb@gmail.com,,List import
10841623,Inactive Investor,Steven Hansen,,"Avantax Investment Services, Inc. Pine River MN 205 2nd St S",,,Salesforce
10775447,Inactive Investor,Alejandro Benedetti,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",alex.benedetti@schwab.com,,Salesforce
11023157,Inactive Investor,Todd Knapp,,"International Assets Advisory, LLC Salinas CA 975 W Alisal St",tknapp@iaac.com,,Salesforce
10837311,Inactive Investor,Kevin Brenden,Financial Advisor,Edward Jones Lake Oswego OR 145 Evergreen Rd,kevin.brenden@edwardjones.com,,Salesforce
10658275,,Raul Gallardo,,,raul.gallardo@jpmorgan.com,,List Import
11142726,Inactive Investor,Vickie Thornton,,LPL Financial LLC Taylor TX 301 N Main St,vickie.thornton@lpl.com,,Salesforce
219016,,Colinus Lewechi,,[Unknown],collinslewechi@gmail.com,,source
10857955,Inactive Investor,Kurt Canning,Shareholder,Hutchins Canning & Company PA,kurtc@obxcpa.com,,Salesforce
9579049,,Efren Infante,,,efren.infante@lfg.com,,List import
11169611,Inactive Investor,Andrew Nygren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,andrew.nygren@fidelity.com,,Salesforce
144472,,Justin Oates,Director,Northeast Investment Management Inc,joates@northeastinvest.com,617-778-5412,Manual List Upload
11220748,,Lisa Cohen,,,lcohen@dsaco.com,,Other
11094924,Inactive Investor,Nicholas Bare,Wealth Advisor,"Linscomb Wealth, Inc.",,,Salesforce
10936406,Inactive Investor,Carissa Hagen,,Commonwealth Financial Network Portage MI 1624 W Centre Ave,chagen@commonwealth.com,,Salesforce
11164769,Inactive Investor,Kathleen Glowacki,Financial Advisor;Retirement Consulting Intern,Commonwealth Financial Network Worcester MA 370 Main St,kglowacki@commonwealth.com,,Salesforce
11019046,Inactive Investor,Dafina Shkreli,,J.P. Morgan Securities LLC New York NY 2099 Broadway,dafina.shkreli@chase.com,,Salesforce
11198998,Inactive Investor,Sean Fox,Associate Vice President,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
10964340,Inactive Investor,James Mantosh,Partner;Private Wealth Manager;Wealth Manager,Creative Planning Irvine CA 1 Park Plz,james.mantosh@creativeplanning.com,,Salesforce
10846599,Inactive Investor,Adam Redenshek,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,adam_redenshek@glic.com,,Salesforce
11055458,Inactive Investor,Christopher Geesling,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",christopher.geesling@wellsfargoadvisors.com,,Salesforce
10817706,Inactive Investor,Brian Lussier,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11006974,Inactive Investor,Gloria Gu,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,xgu@ft.newyorklife.com,,Salesforce
10606602,,Eoin Middaugh,Portfolio Manager,Systematic Financial Management LP,emiddaugh@sfmlp.com,201-708-1633,List Import
11178870,Inactive Investor,Kirk Diehl,Financial Advisor,Edward Jones Falls Church VA 6565 Arlington Blvd,brian.diehl@edwardjones.com,,Salesforce
10863497,Inactive Investor,Jesse Kistler,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11066220,Inactive Investor,Terese Wieber,,"Osaic Institutions, Inc. Lidgerwood ND 39 Wiley Ave N",,,Salesforce
10870336,Inactive Investor,Victoria Spencer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9556344,,Kyle Becker,,,kyle.k.becker@gmail.com,,List import
11175348,Inactive Investor,Clinton Campbell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Edmonds WA 110 James St",clinton.campbell@ampf.com,,Salesforce
370596,,Mahesh Silva,,Australia,mahesh.silva@outloom.com,,Salesforce
10852692,Inactive Investor,Charlotte Ahdoot,Registered Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10815028,Inactive Investor,Robert Purnell,,"MML Investors Services, LLC",rpurnell@massmutual.com,,Salesforce
10905858,Inactive Investor,Therese Villanueva,,"Packerland Brokerage Services, Inc. Valencia CA 25000 Avenue Stanford",therese_villanueva@packerlandbrokerage.com,,Salesforce
10764341,Inactive Investor,Kimberly Reuther,,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",kimberly.reuther@wellsfargoadvisors.com,,Salesforce
11051425,Inactive Investor,Richard Palumbo,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,richard.palumbo@morganstanley.com,,Salesforce
10845297,Inactive Investor,Robert Mitchell,,LPL Financial LLC Greensboro NC 7029 Albert Pick Rd,rob.mitchell@lplfinancial.com,,Salesforce
372469,,Curt Podd,,[Unknown],cjpodd@gmail.com,,Salesforce
9928489,,JAMES MARTIN,,,jdmartin6843@outlook.com,,Web form fillout
10898408,Inactive Investor,David Davodi,,Lincoln Investment Phoenix AZ 3101 N Central Ave,ddavodi@lincolninvestment.com,,Salesforce
10836615,Inactive Investor,Russell Hanscom,Financial Advisor,LPL Financial LLC Fort Washington PA 335 Commerce Dr,russell.hanscom@lpl.com,,Salesforce
10835365,Inactive Investor,Lawrence Seigelstein,Senior Wealth Advisor,Prosperity - An Eisneramper Company Iselin NJ 111 Wood Ave S,,,Salesforce
10915337,Inactive Investor,Matthew Smith,,"Avantax Investment Services, Inc. Holland OH 7359 International Dr",,,Salesforce
9562613,,Aaron Jasper,,,aaron@westbranchholdings.com,,List import
11223919,,[Unknown],,,liza.johnson@johnsongwong.us,,List Import
10896367,Inactive Investor,Evan Footer,Financial Advisor;Vice President,Janney Montgomery Scott LLC Blue Bell PA 1767 Sentry Pkwy W,evanfooter@janney.com,,Salesforce
10753418,Inactive Investor,Mark Buffington,Financial Advisor,Edward Jones Tulsa OK 8009 S Sheridan Rd,mark.buffington@edwardjones.com,,Salesforce
11169807,Inactive Investor,Julia Perez,,"Arete Wealth Management, LLC Westchester IL 1 Westbrook Corporate Ctr",julia.perez@raymondjames.com,,Salesforce
9545486,,Omar Di,,,omar.hv@gmail.com,,List import
11181602,Inactive Investor,Matthew Pliss,,"Osaic Wealth, Inc. Yucca Valley CA 56913 Yucca Trl",,,Salesforce
10808011,Inactive Investor,Tatiana Lott,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,talott@ft.newyorklife.com,,Salesforce
10795829,Inactive Investor,Nicholas Nino,Private Wealth Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",nicholas.j.nino@ampf.com,,Salesforce
10854157,Inactive Investor,Benjamin Johnson,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,ben.johnson@jpmorgan.com,,Salesforce
11037231,Inactive Investor,Kenneth Shapiro,,"The Leaders Group, Inc.",,,Salesforce
11029194,Inactive Investor,Joshua Murphey,Financial Advisor,LPL Financial LLC Germantown TN 9061 Stone Walk Pl,joshua.murphey@lpl.com,,Salesforce
341807,,Pauline Wang,Vice President,Runnymede Capital Management Inc,pwang@runnymede.com,973-267-6886,Manual List Upload
9585610,,Sarah Albritton,,,sarah@hoernerplanninggroup.com,,List import
11149642,Inactive Investor,Borui Zhang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Manhasset NY 1900 Northern Blvd",,,Salesforce
10946207,Inactive Investor,Mina Gergis,,"David Lerner Associates, Inc. Lawrence Township NJ 134 Franklin Corner Rd",mina.gergis@davidlerner.com,,Salesforce
233856,, -,,[[Unknown]],crb39879@gmail.com,,Direct
10970414,Inactive Investor,Tim Nguyen,,"Farmers Financial Solutions, LLC Houston TX 15209 Westheimer Rd",tnguyen30@farmersagent.com,,Salesforce
10935361,Inactive Investor,John Spoto,Chief Executive Officer;Financial Planner;President,"Sentry Financial Planning, LLC Danvers MA 150A Andover St",,,Salesforce
10929575,Inactive Investor,Robert Cygan,,"Osaic Wealth, Inc. North Olmsted OH 23844 Lorain Rd",,,Salesforce
10808925,Inactive Investor,Gregory Vanlaere,Financial Advisor,Edward Jones Danville IN 4 E Main St,greg.vanlaere@edwardjones.com,,Salesforce
10848574,Inactive Investor,Kile Shafer,,"Stifel, Nicolaus & Company, Incorporated Naperville IL 263 Shuman Blvd",kile.shafer@stifel.com,,Salesforce
10938105,Inactive Investor,Norman Wright,,"Cambridge Investment Research, Inc. Gotha FL Private Residence",,,Salesforce
183616,,Luca Valente,,[Unknown],lucavalente1@gmail.com,,
10971554,Inactive Investor,Jeremy Morrow,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,jmorrow.47fmb@primerica.com,,Salesforce
10856514,Inactive Investor,Dorothea Zando,Wealth Consultant,LPL Financial LLC Huntington NY 191 New York Ave,dorothea.zando@lpl.com,,Salesforce
10861309,Inactive Investor,James Quaider,Senior Supervisory Principal,Citigroup Global Markets Inc. Irving TX 6400 Las Colinas Blvd,,,Salesforce
11019389,Inactive Investor,Robert Steffen,Senior Wealth Manager,"Boulay Financial Advisors, LLC",rsteffen@boulaygroup.com,,Salesforce
10943166,Inactive Investor,Jade Jones,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10913632,Inactive Investor,Jason King,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9623735,,Dylan Walton-Yedlin,,,dyedlin@scsfinancial.com,,List import
10879008,Inactive Investor,Cheuk-Kuen Chung,,J.P. Morgan Securities LLC Sugar Land TX 4997 Sweetwater Blvd,cheuk.chung@jpmorgan.com,,Salesforce
10922783,Inactive Investor,Patricia Smagin,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
11057709,Inactive Investor,Alex Fish,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alex_fish@vanguard.com,,Salesforce
10876063,Inactive Investor,Robert Hill,Financial Advisor,Arkadios Capital Fort Worth TX 1701 River Run,robert.hill@lpl.com,,Salesforce
9872622,,David Hou,,,david.hou@frb.gov,,Web Form Fillout
9543716,,Nader Ghaffari,,,nader_ghaffari@yahoo.com,,List import
147530,,Jeff Dorfman,,[Unknown],jadmad@aol.com,,Content
339076,,Matthew Hook,"Partner, Retired",Centerfield Capital Partners,mhook@centerfieldcapital.com,317-237-2323,Manual List Upload
11163021,Inactive Investor,John Zaro,Chief Compliance Officer;General Partner;Managing Member;Owner,Bourgeon Capital Management LLC,jzaro@bourgeoncapital.com,,Salesforce
11260023,Inactive Investor,Pamela Walters,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11160721,Inactive Investor,Alexandria Pane,,Vanguard Marketing Corporation,alexandria_pane@vanguard.com,,Salesforce
10831492,Inactive Investor,Robert Brower,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,robert.brower@ubs.com,,Salesforce
10657706,,Janet Franz,,,janet.franz@equitable.com,,List Import
10762746,Inactive Investor,Ryan Koester,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Cedar Rapids IA 303 3rd Ave SE",ryan.koester@wellsfargoadvisors.com,,Salesforce
10813073,Inactive Investor,Houston Richards,Branch Manager;Vice President - Wealth Management,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",houston.richards@raymondjames.com,,Salesforce
10980194,Inactive Investor,Daniel Johnson,,"Osaic Wealth, Inc.",,,Salesforce
10849424,Inactive Investor,George Sonntag,Financial Advisor,LPL Financial LLC Centerville MA 9 Crestview Cir,george.sonntag@lpl.com,,Salesforce
96438,,Jane Fung,Cofounder,Simple 3D print,jylcy8860@gmail.com,,Event
11165743,Inactive Investor,Taylor Baron,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",taylor.baron@equitable.com,,Salesforce
11116053,Inactive Investor,Alexandra Grow,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10936915,Inactive Investor,Salam Assaf,Financial Advisor,LPL Financial LLC Memphis TN 6060 Poplar Ave,salam.assaf@lpl.com,,Salesforce
11134580,Inactive Investor,Amanda Eagle-Garcia,,Citigroup Global Markets Inc.,,,Salesforce
9541936,,Trishbell427@yahoo.com Bell,,,trishbell427@yahoo.com,,List import
10794562,Inactive Investor,Douglas White,Financial Advisor,Edward Jones Piedmont SC 1401 Hwy 86,douglas.white@edwardjones.com,,Salesforce
333727,,Jenni Hutts,,Sjhl Financial Group,jhutts@sjhl.com,620-241-1826,Manual List Upload
10505168,,Hanorene Bowen,Wealth Advisor,VM Wealth Management,hanorenehb@yahoo.com,8764055823,List Import
9631159,,Santiago Casas,,,s.casas@protonmail.com,,List import
10895818,Inactive Investor,Margaret Ulrich,,"Independence Capital Co., Inc.",kulrich@indcap.com,,Salesforce
10783822,Inactive Investor,Edward McMenamin,Financial Advisor,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",ed.mcmenamin@wellsfargoadvisors.com,,Salesforce
11098712,Inactive Investor,Daniel Snow,Financial Advisor,"Raymond James & Associates, Inc. Cincinnati OH 400 E Business Way",daniel.snow@raymondjames.com,,Salesforce
10487061,,Robert Massey,Managing Director,J.P. Morgan Securities LLC,robert.t.massey@jpmorgan.com,,List Import
10897227,Inactive Investor,Douglas Hardin,Financial Advisor,LPL Financial LLC Saint Louis MO 11960 Westline Industrial Dr,douglas.hardin@lpl.com,,Salesforce
9604705,,Tye Martin,,,tye.martin@vwealth.com,,List import
9545236,,Ryan Klose,,,rklose@massmutual.com,,List import
10875684,Inactive Investor,Cetera Wright,Associate Vice President,Rockefeller Financial LLC Charlotte NC 6135 Park South Dr,cwright@rockco.com,,Salesforce
10839676,Inactive Investor,Jacqueline Meadows,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,jacquelinemeadows@statefarm.com,,Salesforce
10985047,Inactive Investor,Aaron Milligan,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,cade.milligan@fmr.com,,Salesforce
11050411,Inactive Investor,Charles Wright,,"ProCore Advisors, LLC",,,Salesforce
11139013,Inactive Investor,Dong Kim,,J.P. Morgan Securities LLC Flushing NY 16320 Northern Blvd,dong.j.kim@jpmorgan.com,,Salesforce
2687047,,Rhassan Rasheed,,,hassanalnasiri0@gmail.com,,
10888220,Inactive Investor,Vicente Pacheco,,Morgan Stanley Houston TX 717 Texas St,,,Salesforce
11228537,Inactive Investor,Samuel Smith,Financial Advisor,LPL Financial LLC Mesa AZ 1545 S Power Rd,samuel.smith@lpl.com,,Salesforce
9554803,,Bo Eklund,,,laudatur@gmail.com,,List import
10799910,Inactive Investor,May Yang,,PFS Investments Inc. Milwaukee WI 8018 W Capitol Dr,may.yang@primerica.com,,Salesforce
244797,,Nicole Madosik,Integrations Manager,Mission Wealth Management,nmadosik@missionwealth.com,18056790664,Manual List Upload
11180306,Inactive Investor,John Hoffman,,"Fuse Partners, LLC",,,Salesforce
11253864,Inactive Investor,Vlad Avesalon,Portfolio Manager,Cosimo Capital,vlad@cosimo.fund,,Salesforce
11174397,Inactive Investor,James Raymer,,J.P. Morgan Securities LLC Hendersonville TN 298 Indian Lake Blvd,,,Salesforce
10432761,,hadi habibi,,,ariffirtina@yahoo.com,,Web form fillout
249137,,LEON PEARSONc,ceoleonpearson@gmail.com,BLACK RENAISSANCE TECHNOLOGY,ceoleonpearson@gmail.com,,Manual List Upload
11220635,,Jennifer Gallo,,,gallo@callan.com,,Other
10958250,Inactive Investor,Alexa Lyons,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11135778,Inactive Investor,Jennifer Howard,Financial Advisor,Edward Jones Atlanta GA 1870 Independence Sq,jennifer.howard@edwardjones.com,,Salesforce
11013185,Inactive Investor,Henry Goodwin,,PFS Investments Inc. Columbia SC 115 Atrium Way,hgoodwin@primerica.com,,Salesforce
9577365,,Tapan Patel,,,tapan2303@gmail.com,,List import
11005386,Inactive Investor,David Price,,"Farmers Financial Solutions, LLC Pocatello ID 1523 Yellowstone Ave",dprice2@farmersagent.com,,Salesforce
9629203,,D S,,,dustins760@gmail.com,,List import
11063090,Inactive Investor,Matthew Crum,Chief Compliance Officer;Financial Planner;Founder,"True North Financial Services, LLC",mcrum@truenorth-planning.com,,Salesforce
11113766,Inactive Investor,Hung Tran,,Morgan Stanley Alpharetta GA 3 Edison Dr,hung.tran@morganstanley.com,,Salesforce
10798756,Inactive Investor,John Evans,Financial Advisor;Senior Vice President,Morgan Stanley Charleston SC 850 Morrison Dr,john.evans.iii@morganstanley.com,,Salesforce
9540875,,Ops Nexo,,Nexo,ops@nexo.io,,List Import
11168482,Inactive Investor,Jason Borrelli,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,jason.borrelli@fidelity.com,,Salesforce
11029099,Inactive Investor,Lillian Pilanca,,PFS Investments Inc. Honolulu HI 900 N Nimitz Hwy,lillian.pilanca@primerica.com,,Salesforce
10656167,,Adam Klopfenstein,,,adam.klopfenstein@fmr.com,,List import
10854230,Inactive Investor,Kathleen Smith,Senior Wealth Advisor;Vice President,Washington Trust Advisors New Haven CT 265 Church St,,,Salesforce
11074326,Inactive Investor,David Hecht,Financial Advisor,"Valeo Financial Advisors, LLC",david.hecht@valeofinancial.com,,Salesforce
9578280,,Jaron Campbell,,,jc-987654@hotmail.com,,List import
11212318,Inactive Investor,Parke Presnell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9624511,,MARTIN TOBBEN,,,martytobben@charter.net,,List import
11204955,Inactive Investor,William Bowman,,"Regulus Financial Group, LLC Chattanooga TN 2120 Northgate Park Ln",,,Salesforce
10916963,Inactive Investor,Gieselle Lacey,Chief Compliance Officer,"Intrinsic Wealth Counsel, Inc.",gieselle@intrinsicwc.com,,Salesforce
11058367,Inactive Investor,Mark Griege,Managing Partner;Wealth Advisor,Corient Dallas TX 5950 Sherry Ln,mark.griege@corient.com,,Salesforce
10805655,Inactive Investor,Elena Lowe,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",elena.lowe@ml.com,,Salesforce
9622437,,Colman Kraff,,,c.kraff@ix.netcom.com,,List import
11010085,Inactive Investor,Kiran Nair,Investment Advisor,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",kiran.nair@equitable.com,,Salesforce
11076761,Inactive Investor,Stephanie Burris,Chief Compliance Officer;President,"Prosperity Investment Advisors, Inc.",,,Salesforce
11000834,Inactive Investor,Gary Vaughn,,"Farmers Financial Solutions, LLC Hillsboro MO 10902 State Rte 21",gvaughn@farmersagent.com,,Salesforce
9636239,,Chad Alfeld,,,chad.alfeld@landmarkpartners.com,,List import
10615115,,Moira Garvey,"Financial Advisor, Financial Planning Specialist, Vice President - Wealth Management",,moira.garvey@morganstanley.com,,List Import
11045232,Inactive Investor,Jared Miller,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",jared.miller@bernstein.com,,Salesforce
156807,,Gytis Trilikauskis,,[Unknown],gytis.trilikauskis@gmail.com,,Organic Search
9582732,,Casey Skrabanek,,,casey.skrabanek@valic.com,,List import
9608830,,Heppy queen,,,heppyputeri26@gmail.com,,List import
11024900,Inactive Investor,James Layman,,"Equitable Advisors, LLC Modesto CA Private Residence",james.layman@equitable.com,,Salesforce
10779863,Inactive Investor,Mark Lewandowski,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",mark_a_lewandowski@ml.com,,Salesforce
11119218,Inactive Investor,Myra Howard,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
10839084,Inactive Investor,Christina Menard,,"Voya Financial Advisors, Inc. Douglas MA Private Residence",christina.menard@voyafa.com,,Salesforce
9577254,,Jason Shannon,,,jason.shannon@kmsfinancial.com,,List import
10944739,Inactive Investor,Collin Miller,Partner,"Lifetime Wealth Management, LLC",,,Salesforce
10996074,Inactive Investor,Shriya Dali-Shrestha,,"Wells Fargo Clearing Services, LLC Lafayette CA 3630 Mt Diablo Blvd",,,Salesforce
40771,,Tara Macedo,,"SunTrust Advisory Services, Inc.",tara.a.macedo@suntrust.com,561-362-3557,
10560170,,herman rossi,,,hermanrossi127@gmail.com,,Web Form Fillout
11165101,Inactive Investor,Mark Dellosso,Financial Advisor,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",,,Salesforce
9566236,,Hubert Ross,,,hross@polaris-wm.com,,List Import
10792989,Inactive Investor,Michael Taysom,Financial Advisor,Edward Jones Sunnyvale TX 182 S Collins Rd,michael.taysom@edwardjones.com,,Salesforce
11068867,Inactive Investor,Silu Wang,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",silu.wang@tfaconnect.com,,Salesforce
11223105,,Stephen Coyle,,,scoyle@firstrepublic.com,,List Import
10986483,Inactive Investor,Patricia Vecchio,,State Farm VP Management Corp. Richardson TX 1415 State St,patriciavecchio@statefarm.com,,Salesforce
10831900,Inactive Investor,John Culp,,"Capital Investment Group, Inc. Boone NC Private Residence",mculp@capital-invest.com,,Salesforce
10772426,Inactive Investor,Steven Brisgel,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",brisgels@stifel.com,,Salesforce
11085510,Inactive Investor,Frank Penn,Managing Director;Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Austin TX 1608 W 5th St",frank.penn@raymondjames.com,,Salesforce
9559327,,Kevin Fauteux,,,kfauteux@ft.newyorklife.com,,List import
11230436,Inactive Investor,Dawson Frondorf,,NYLIFE Securities LLC New York NY 285 Fulton St,drfrondorf@ft.newyorklife.com,,Salesforce
9631669,,alan lau,,,alan.j.lau@gmail.com,,List import
10782199,Inactive Investor,Tawana Campbell,Team Administrator,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,tawana.campbell@ubs.com,,Salesforce
11021938,Inactive Investor,Victoria Bukhari,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",victoria.bukhari@empower.com,,Salesforce
10966430,Inactive Investor,Hermen Davalos,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
9606778,,ANGIE NG,,,angie4947557@gmail.com,,List import
11059674,Inactive Investor,Grayson Nydish,,Vanguard Marketing Corporation,grayson_nydish@vanguard.com,,Salesforce
11107839,Inactive Investor,Sofia Diaz,Client Service Associate;Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,sofia.diaz@morganstanley.com,,Salesforce
9548020,,Lee Won-Young,,,dddnnnuuu@naver.com,,List import
9608627,,Steven Yohay,,,sjyohay@gmail.com,,List import
11001212,Inactive Investor,David Reps,,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",david.reps@prudential.com,,Salesforce
11162005,Inactive Investor,James Scott,Financial Advisor,"Independent Advisor Alliance, LLC Canton OH 4505 Stephens Cir NW",,,Salesforce
10982844,Inactive Investor,Gilberto Carrillo,,J.P. Morgan Securities LLC Bell Gardens CA 7220 Eastern Ave,gilberto.carrillo@jpmorgan.com,,Salesforce
11254289,Inactive Investor,Antonia Locascio,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,,,Salesforce
11238197,Inactive Investor,Sam Sudame,,WE Family Offices,sam.sudame@wefamilyoffices.com,,Salesforce
10851317,Inactive Investor,Lillian Moore,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
11038792,Inactive Investor,Christopher Doto,,MissionSquare Investment Services,cdoto@icmarc.org,,Salesforce
11131413,Inactive Investor,Frederick Colman,,Cetera Advisor Networks LLC Indian Rocks Beach FL Private Residence,,,Salesforce
10839790,Inactive Investor,Heather McCullough,,Vanguard Marketing Corporation,heather_mccullough@vanguard.com,,Salesforce
10757738,Inactive Investor,Charles Hertel,Financial Advisor,Edward Jones Cincinnati OH 3525 Church St,chuck.hertel@edwardjones.com,,Salesforce
10946352,Inactive Investor,Pedro Roque,,"Wells Fargo Clearing Services, LLC Hialeah FL 15615 NW 67th Ave",,,Salesforce
10925313,Inactive Investor,Benjamin Howell,,LPL Financial LLC Portland OR 7185 SW Sandburg St,,,Salesforce
10844527,Inactive Investor,Michael Lagowy,,"Northwestern Mutual Investment Services, LLC Center Valley PA 3701 Corporate Pkwy",michael.lagowy@nm.com,,Salesforce
10906362,Inactive Investor,Toan Au,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,toan.au@jpmorgan.com,,Salesforce
9623986,,John Lepore,,,football78l@hotmail.com,,List import
11136097,Inactive Investor,Richard Showalter,,"Northwestern Mutual Investment Services, LLC Beckley WV 100 Main St",richard.showalter@nm.com,,Salesforce
9617114,,Brent Loynes,,,bloynes@mastcapllc.com,,List import
10805361,Inactive Investor,Matthew Palm,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Madison WI 8000 Excelsior Dr,mpalm@rwbaird.com,,Salesforce
157466,,gui llaume,,[Unknown],zgui@hotmail.com,,Organic Search
10987410,Inactive Investor,Joseph Pena Rodriguez,,J.P. Morgan Securities LLC Windsor CA 9084 Brooks Rd S,,,Salesforce
11041897,Inactive Investor,Michael Helsel,Financial Professional,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",michael.helsel@voyafa.com,,Salesforce
11016647,Inactive Investor,Renee Bunn,Advisory Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,renee.bunn@lpl.com,,Salesforce
10950710,Inactive Investor,Mark Arrington,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
225255,,Victor Eng,,[Unknown],aventureww@gmail.com,,
10857901,Inactive Investor,Kristine Vanderkamp,Financial Advisor,Edward Jones Stevensville MI 5922 Cleveland Ave,kristine.vanderkamp@edwardjones.com,,Salesforce
10926916,Inactive Investor,Marcus Burke,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,marcus_burke@vanguard.com,,Salesforce
10696059,,Juan Andres Ugueto,,Singular Wealth Management,juan.ugueto@singularwm.com,,List import
246136,,Not Provided,,Cnbc,ylan.mui@nbcuni.com,,Manual List Upload
11134609,Inactive Investor,Patrick Raftery,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",patrick.raftery@nm.com,,Salesforce
10916986,Inactive Investor,Nancy Gatens,Chief Compliance Officer;Chief Executive Officer;Managing Member;Principal,"Gatens Financial, LLC",e2808bnancy@gatensfinancial.com,,Salesforce
10890249,Inactive Investor,Justin Dunwoody,,LPL Financial LLC Camp Hill PA 4000 Market St,justin.dunwoody@lpl.com,,Salesforce
11222523,,Deborah Terry,,,dterry@aspenpartners.com,,List Import
11005625,Inactive Investor,Amal Shoman,,"Wells Fargo Clearing Services, LLC Saint Paul MN 670 McKnight Rd N",,,Salesforce
11034801,Inactive Investor,Bryant Weintraub,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",bryant.weintraub@ampf.com,,Salesforce
232984,, -,,[Unknown],ana.gegaj@gmail.com,,
11159543,Inactive Investor,David Compere,Financial Advisor;Senior Vice President,"UMB Financial Services, Inc. Springfield MO 1150 E Battlefield St",david.compere@umb.com,,Salesforce
11231044,Inactive Investor,Brian Slingerland,,LPL Financial LLC Virginia Beach VA 4460 Corporation Ln,,,Salesforce
9576777,,Sultan Bilal,,,sbilal@massmutual.com,,List import
11081682,Inactive Investor,Nina Lloyd,Chief Executive Officer;President,"Opus Financial Advisors, Inc.",nina@opusfa.com,,Salesforce
10932123,Inactive Investor,Michael Panagis,,Cetera Advisor Networks LLC Davenport FL Private Residence,michaelp@ceterawealth.com,,Salesforce
11009863,Inactive Investor,Catherine Gara,,"Prudential Annuities Distributors, Inc",catherine.gara@prudential.com,,Salesforce
11035212,Inactive Investor,Mathew Harmon,Financial Advisor,Edward Jones Pocatello ID 444 Hospital Way,,,Salesforce
199039,,Fred Bidmead,Technologist,NEU,fcbtech2@gmail.com,,Event
11106542,Inactive Investor,Cory Driscoll,,"Raymond James Financial Services, Inc. Jacksonville FL 8825 Perimeter Park Blvd",cory.driscoll@raymondjames.com,,Salesforce
11021628,Inactive Investor,Felix Valdes,,J.P. Morgan Securities LLC Miami FL 1901 SW 8th St,felix.valdes@chase.com,,Salesforce
10826703,Inactive Investor,Byron Trochman,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Fargo ND 4207 28th Ave S",byron.trochman@rbc.com,,Salesforce
10903387,Inactive Investor,Jose Lopez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",jose.b.lopez@ml.com,,Salesforce
10987173,Inactive Investor,Melissa Sabatini,,LPL Financial LLC Canonsburg PA 1100 Ashwood Dr,melissa.sabatini@lpl.com,,Salesforce
11069467,Inactive Investor,Bradley Martin,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10920901,Inactive Investor,Leslie Brolo,,"Allstate Financial Services, LLC Maumelle AR 9307 Maumelle Blvd",lesliebrolo@allstate.com,,Salesforce
10760371,Inactive Investor,David Capelle,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",david.capelle@ml.com,,Salesforce
10784328,Inactive Investor,Erin McKinley,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,erin.mckinley@fidelity.com,,Salesforce
10866364,Inactive Investor,William Conte,,LPL Financial LLC Norton OH Private Residence,william.conte@lpl.com,,Salesforce
11126950,Inactive Investor,Brian Grabinski,,Park Avenue Securities LLC Rosemount MN Private Residence,brian_grabinski@glic.com,,Salesforce
11051336,Inactive Investor,Robert Cragle,,"Cambridge Investment Research, Inc. Stillwater PA Private Residence",,,Salesforce
10778125,Inactive Investor,Dean Schachter,,Commonwealth Financial Network Boynton Beach FL Private Residence,dschachter@commonwealth.com,,Salesforce
11086476,Inactive Investor,Jevon Olea,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,jmolea@ft.newyorklife.com,,Salesforce
10931286,Inactive Investor,Kelly Wooldridge,,"Cambridge Investment Research, Inc. Whitehouse TX 418 State Hwy 110 N",,,Salesforce
9591428,,Adam Angelowicz,,,adam@untitledinvestments.com,,List import
11040139,Inactive Investor,William Warman,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",william.warman@nm.com,,Salesforce
11020240,Inactive Investor,Andrew Dugue,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,andrew.dugue@primerica.com,,Salesforce
10969398,Inactive Investor,Justin Gingerich,Financial Advisor,Thrivent Investment Management Inc. Williamsburg IA 102 W Welsh St,,,Salesforce
11199146,Inactive Investor,Calvin Neeman,Investment Advisor Representative,"Cornerstone Wealth Management, LLC Columbia IL 1000 11 S",,,Salesforce
10906851,Inactive Investor,Thomas Boris,Investment Advisor Representative,"Guardian Capital, LLC",,,Salesforce
10955802,Inactive Investor,Thomas Innes,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11172421,Inactive Investor,Jacob Cumbo,,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",,,Salesforce
11074323,Inactive Investor,William Scheel,Investment Advisor,"William R. Scheel, Investment Adviser",,,Salesforce
154399,,Frantisek Sucha,,[Unknown],fsucha@gmail.com,,
10997419,Inactive Investor,Pejhmon Kalantar,,LPL Financial LLC San Diego CA 11622 El Camino Real,pejhmon.kalantar@lpl.com,,Salesforce
11219692,,Daryl Krogmann,,,daryl.krogmann@ceterafs.com,,Other
11097432,Inactive Investor,Seyed Mohammadreza Akbari,Investment Advisor,CPR Investments Inc Cobleskill NY Private Residence,mohammadreza.akbari@cprinvestmentsinc.com,,Salesforce
11121584,Inactive Investor,Vanessa Narvaez,,NYLIFE Securities LLC New York NY 420 Lexington Ave,vcnarvaez@ft.newyorklife.com,,Salesforce
10850769,Inactive Investor,Alexis Bello,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10827635,Inactive Investor,Nicholas Vosovic,Financial Advisor,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",nicholas.vosovic@wellsfargoadvisors.com,,Salesforce
10921856,Inactive Investor,Michael Abbott,Financial Advisor,Edward Jones Gastonia NC 942 E Garrison Blvd,michael.abbott@edwardjones.com,,Salesforce
10839498,Inactive Investor,Dabbs Sullivan,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",,,Salesforce
10753640,Inactive Investor,Shawn Hood,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",,,Salesforce
11174564,Inactive Investor,Steven Becker,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",steven.becker@schwab.com,,Salesforce
10879495,Inactive Investor,David Eschenfelder,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.eschenfelder@fidelity.com,,Salesforce
10910839,Inactive Investor,Joseph Lee,Financial Advisor;Vice President;Vice President - Investments,The David J. Yvars Group Inc. Valhalla NY 400 Columbus Ave,,,Salesforce
10891462,Inactive Investor,Eric Coltrain,Financial Advisor,LPL Financial LLC Spokane WA 501 N Riverpoint Blvd,eric.coltrain@lpl.com,,Salesforce
11139871,Inactive Investor,Benjamin Flores,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,benjaminflores@primerica.com,,Salesforce
10853812,Inactive Investor,Lynelle Clark,,LPL Financial LLC Longview WA 1418 15th Ave,lynelle.clark@lpl.com,,Salesforce
9642740,,Borut Martincevic,,,borut.martincevic@gmail.com,,List import
11171352,Inactive Investor,Aaron Carroll,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,aaron.carroll@primerica.com,,Salesforce
11254579,Inactive Investor,Spencer Staples,Financial Advisor,Morgan Stanley Austin TX 8701 Bee Caves Rd,,,Salesforce
9584522,,Steven Crawford,,,scrawford@fcacorp.com,,List import
10613495,,Robert Gordon-Brown,Financial Advisor,,robert.gordonbrown@ubs.com,,List Import
96576,,Linda Abele,Direct Owner,Orleans Capital Management Corp,labele@orleanscapital.com,504-592-4680,Manual List Upload
11044720,Inactive Investor,Walter Lynn,Consultant;President,"Salt Creek Hills Money, Ltd.",,,Salesforce
11133883,Inactive Investor,Jean-Marie Gianni,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,jean-marie.gianni@opco.com,,Salesforce
10963932,Inactive Investor,Ashley Chery-Mars,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 8300 Greensboro Dr",ashley.g.chery-mars@bofa.com,,Salesforce
11168371,Inactive Investor,Bethany Montgomery,Senior Registered Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,bethany.montgomery@morganstanley.com,,Salesforce
11209460,Inactive Investor,Thomas Webb,Financial Coach,"Colomb Investment Management Company, LLC Daphne AL 1040 Stanton Rd",phil@colombim.com,,Salesforce
11263103,,Jana Musleh,,,muslehjm@gmail.com,,Web Form Fillout
348714,,Matthew Walsh,,JAG Capital Management LLC,mattwalsh@jaglynn.com,314-997-1277,
9615663,,Claudette Wandeler Segal,,,cws@cwsconsultant.com,,List import
11179238,Inactive Investor,Richard Iannacone,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Nashua NH 9 Trafalgar Sq",dick.iannacone@rbc.com,,Salesforce
9595376,,Carl Junior,,,bellaesbella10@gmail.com,,List import
4554,, -,,[[Unknown]],patelkunal@verizon.net,,Initial Salesforce Import
10835431,Inactive Investor,Robert Morin,Chief Compliance Officer;Managing Member,"Morin Private Client Group, LLC",bmorin@mp-cg.com,,Salesforce
10950387,Inactive Investor,Martin Krastev,,Citigroup Global Markets Inc.,,,Salesforce
219059,,Mark Davison,,[Unknown],markdavison@manx.net,,Direct
11074686,Inactive Investor,Rachel Chamberlin,,"Allstate Financial Services, LLC Tyrone PA 1061 Logan Ave",rchamberlin@allstate.com,,Salesforce
11134590,Inactive Investor,Ningyun Zhang,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11085669,Inactive Investor,Paul Tedeschi,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",paul.tedeschi@raymondjames.com,,Salesforce
10797188,Inactive Investor,Brett Rodriguez,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Lending Specialist;Portfolio Manager;Vice Pre,Morgan Stanley New York NY 1 Penn Plz,brett.rodriguez@morganstanley.com,,Salesforce
11175816,Inactive Investor,Jeffrey Beebe,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,jtbeebe@ft.newyorklife.com,,Salesforce
11108879,Inactive Investor,Jonathan Weintraub,Director;Owner;Tax Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",jonathan.weintraub@aviorwealth.com,,Salesforce
9618884,,Arthur Delnegro,,,arthur.delnegro@citadel.com,,List import
9648370,,Milan Koch,,,milankoch@gmail.com,,List import
10793573,Inactive Investor,Nick Alexander,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",,,Salesforce
10611861,,Scott Milford,Wealth Management Advisor,,smilford@hightoweradvisors.com,,List Import
10939809,Inactive Investor,Ai Cao,,NYLIFE Securities LLC New York NY 168 Canal St,azcao@ft.newyorklife.com,,Salesforce
10759831,Inactive Investor,Stephen Hogan,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shogan@tiaa-cref.org,,Salesforce
10986136,Inactive Investor,James Talley,Financial Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,james_talley@glic.com,,Salesforce
11072634,Inactive Investor,Zachary Kopf,,"Allstate Financial Services, LLC Fort Lauderdale FL 1350 NE 56th St",zacharykopf@allstate.com,,Salesforce
11145952,Inactive Investor,Evans Connelly,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Saint Paul MN 444 Cedar St,evans.connellyiv@ubs.com,,Salesforce
11157933,Inactive Investor,James Hatton,Financial Advisor,LPL Financial LLC Brecksville OH Private Residence,james.hatton@lpl.com,,Salesforce
11071932,Inactive Investor,Priyanka Jain,,J.P. Morgan Securities LLC Newington CT 3180 Berlin Tpke,,,Salesforce
11016793,Inactive Investor,David Muff,Financial Advisor,Edward Jones Lincoln NE 1401 Superior St,david.muff@edwardjones.com,,Salesforce
9601879,,Pravin Khatau,,,pravin@khatau.net,,List import
10510581,,Michael Falcon,CEO,"Eagle Capital Management, LLC",mfalcon@eaglecap.com,,List Import
11046822,Inactive Investor,Michael Mitchell,Financial Advisor,"Osaic Wealth, Inc. Woodland CA Private Residence",,,Salesforce
10856540,Inactive Investor,Alexander Guess,,"Equitable Advisors, LLC Cary NC 105 Brady Ct",alexander.guess@equitable.com,,Salesforce
10817233,Inactive Investor,Patricia Rivas,Financial Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,patty.rivas@morganstanley.com,,Salesforce
10984868,Inactive Investor,Dominic Bragg,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9622551,,Francisco Alvarez,,,francisco@arkomacompanies.com,,List import
159057,,Sarah Childs,,[Unknown],schilds255@gmail.com,,
11147034,Inactive Investor,Jinping Xu,,"Cambridge Investment Research, Inc. Dover MA Private Residence",,,Salesforce
9630275,,Jose Silva,,,joses.1378@gmail.com,,List import
11210071,Inactive Investor,David Root,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
370447,,Tom Weiss,,United States,ambushquartermaster@gmail.com,,dedicated
10997763,Inactive Investor,Benjamin Jackson,Financial Advisor,Edward Jones Gainesville TX 1208 Oneal St,ben.jackson@edwardjones.com,,Salesforce
10486626,,Walter Lasley,,Momentum Independent Network Inc.,walt@lasley.com,,List Import
10799899,Inactive Investor,David Skelding,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",david.skelding@schwab.com,,Salesforce
10752321,Inactive Investor,Kirk Kolligian,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,kkolligian@janney.com,,Salesforce
10981891,Inactive Investor,Answan Johnson,Associate Wealth Advisor,"The Colony Group, LLC Bethesda MD 7475 Wisconsin Ave",ajohnson@thecolonygroup.com,,Salesforce
9638075,,Jason Taylor,,,jtaylor@verusinvestments.com,,List import
10486526,,Scott Charlton,Senior Vice President,Federated Investment Counseling,scharlton@federatedinv.com,,List Import
10851033,Inactive Investor,Kevin Helmick,,Cetera Investment Services LLC Niles OH 1 S Main St,kevin.helmick@ceterais.com,,Salesforce
10615973,,Nicholas Katsoolias,,,nicholas.katsoolias@lpl.com,,List Import
9542974,,azpda adadaz,,,moyogos542@28woman.com,,List import
9638018,,Phillip Sanders,,,phillip@kaporcenter.org,,List import
10783929,Inactive Investor,Nicholas Kirsch,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",nick.kirsch@schwab.com,,Salesforce
11202766,Inactive Investor,Caesar Sengupta,Chief Executive Officer;Co-Founder,Arta Finance,caesar@arbo.works,,Salesforce
100844,,Thomas Mckay,,No company,tmmckay123@gmail.com,7047999687,Organic Search
10965713,Inactive Investor,Brandon Borello,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brandon.borello@nm.com,,Salesforce
11138704,Inactive Investor,Charles Peltz,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11270730,,Noah Ball,,,1noahball@gmail.com,,Web Form Fillout
11189245,Inactive Investor,Clinton Goebel,Financial Advisor,"Ameriprise Financial Services, LLC Dodge City KS 100 Military Ave",clinton.goebel@ampf.com,,Salesforce
10753106,Inactive Investor,Keith Schlottman,,"Independent Financial Group, LLC Tucson AZ 6206 Pima St",,,Salesforce
10898160,Inactive Investor,James Wagstaff,Regional Leader,PFS Investments Inc. Fenton MO 1400 S Hwy Dr,james.wagstaff@primerica.com,,Salesforce
11081483,Inactive Investor,Philip Welch,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",pcraig.welch_iv@ml.com,,Salesforce
10775724,Inactive Investor,Jeanine Haaland,,Goldman Sachs & Co.,jeanine.haaland@gs.com,,Salesforce
10870801,Inactive Investor,Xiangyu Wang,,Citigroup Global Markets Inc.,,,Salesforce
9601488,,Alexandros Papagiannopoulos,,,alexanderpapagiannopoulos@gmail.com,,List import
373997,,Ryan Roa,,[Unknown],ryan@ryanroa.com,,source
10953273,Inactive Investor,Gregory Schnelzer,Chief Compliance Officer;Owner;Wealth Manager,Victory Financial Services LLC,gschnelzer@victoryplanners.com,,Salesforce
11096149,Inactive Investor,Tamera Hanson,,Country Capital Management Company,tamera.hanson@countryfinancial.com,,Salesforce
109964,,Scott Henry,,WSSC,scott.w.henry.23@gmail.com,301-257-5141,
10939578,Inactive Investor,Michael Bloom,Managing Member,Grosse Point Capital Management Evanston IL 1603 Orrington Ave,michael@grossept.com,,Salesforce
10818462,Inactive Investor,Darrell Patrick,,"Cutter & Company, Inc. Dayton OH 6450 Poe Ave",,,Salesforce
9579479,,William Visconto,,,bvisconto@eabinvestmentgroup.com,,List import
9564122,,Andres Neira,,,neiraand@hotmail.com,,List import
11008074,Inactive Investor,Curtis Stanford,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,cstanford@ft.newyorklife.com,,Salesforce
10864760,Inactive Investor,Hannah Berry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10962338,Inactive Investor,Marco Mizrahi,Wealth Management Associate,"MML Investors Services, LLC New York NY 250 W 34th St",,,Salesforce
11079155,Inactive Investor,Glen Diehm,Retirement Plan Consultant,LPL Financial LLC Lititz PA Private Residence,glen.diehm@lpl.com,,Salesforce
10919689,Inactive Investor,Matthew Morris,Financial Advisor,"Ameriprise Financial Services, LLC Magnolia AR 39 Hwy 79 N",matthew.w.morris@ampf.com,,Salesforce
10837723,Inactive Investor,Timothy Donnelly,Managing Director - Wealth Management,UBS Financial Services Inc. Red Bank NJ 140 Broad St,tim.donnelly@ubs.com,,Salesforce
204381,,Cody Simms,,[Unknown],cody@codysimms.com,,
9561548,,Andres Martinez,,,andres.martinez@frontierglobalpartners.com,,List import
9593625,,gerald levinson,,,gblevinson@aol.com,,List import
10825209,Inactive Investor,Joseph Joseph,Financial Advisor,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",joseph.joseph@wellsfargoadvisors.com,,Salesforce
11172813,Inactive Investor,Howard Spielberg,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,howard.spielberg@fidelity.com,,Salesforce
11073932,Inactive Investor,Acacia Mendoza Diego,Registered Client Service Associate,Morgan Stanley Plano TX 7500 Dallas Pkwy,,,Salesforce
10860426,Inactive Investor,Lori Maass,,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",lori.maass@wellsfargoadvisors.com,,Salesforce
11128859,Inactive Investor,Natalie Cain,,State Farm VP Management Corp. Warrior AL 209 Louisa St,natalie.cain.st1f@statefarm.com,,Salesforce
10862085,Inactive Investor,Matthew Stokes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 16900 Chesterfield Airport Rd",matthew.stokes@ml.com,,Salesforce
202009,,karun kapoor,,[Unknown],kapoorkarun@gmail.com,,
10874873,Inactive Investor,Michael Broadus,Financial Advisor,Edward Jones Orlando FL 2901 Curry Ford Rd,michael.broadus@edwardjones.com,,Salesforce
10955232,Inactive Investor,Joshua White,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11231055,Inactive Investor,Velma Boulware,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,velma_boulware@vanguard.com,,Salesforce
11091601,Inactive Investor,Curtiss Smith,,State Farm VP Management Corp. Bloomfield CT 37 Wintonbury Mall,curt.smith.nyqn@statefarm.com,,Salesforce
103453,,INGOO LEE,,KB Securities,pacisingoo@gmail.com,8.21093E+11,Organic Search
11217044,,Vitor Cepelowicz,,,vitor.cepelowicz@nb.com,,Other
10504998,,Steven Hurd,,,the_assman@hotmail.com,,Web Form Fillout
11229185,Inactive Investor,Julia Steponaitis,,Goldman Sachs & Co.,,,Salesforce
11023425,Inactive Investor,Nicholas Melzer,Private Client Advisor,J.P. Morgan Securities LLC Avon OH 36200 Detroit Rd,nicholas.g.melzer@jpmorgan.com,,Salesforce
10852580,Inactive Investor,Catherine Lampe,Investment Advisor Representative,"Cutter & Company, Inc. Saint Louis MO 11301 Olive Blvd",,,Salesforce
10871429,Inactive Investor,Phillip Langston,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,phil.langston@fmr.com,,Salesforce
10486979,,Bikram Mehta,"Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",bikram_mehta@ml.com,,List Import
9549140,,Leon Vandenberg,,,lg@pentrium.com,,List import
10769668,Inactive Investor,Dusty Tripp,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",dusty.tripp@rbc.com,,Salesforce
10966531,Inactive Investor,Alanna Lacey,,"First Citizens Investor Services, Inc. Phoenix AZ 4950 S 48th St",alanna.lacey@firstcitizens.com,,Salesforce
10787795,Inactive Investor,John Henningfield,,Cetera Investment Services LLC Milwaukee WI 2290 N Mayfair Rd,john.henningfield@ceterais.com,,Salesforce
10825365,Inactive Investor,Frederick Blair,,"Osaic Wealth, Inc. Harrisburg PA 8150 Derry St",,,Salesforce
1821337,,atiq zafar,,,atiq_zafar@yahoo.co.uk,,
373775,,Louis Rendon,,[Unknown],lourendon@yahoo.com,,source
10890886,Inactive Investor,James Kennedy,Financial Advisor,Edward Jones West Monroe LA 410 N 6th St,james.kennedy@edwardjones.com,,Salesforce
9600731,,Anne Elliott,,,anneelliott@argi.net,,List import
10792170,Inactive Investor,Richard Ebaugh,Financial Advisor,Edward Jones Wellington FL 420 S State Road 7,richard.ebaugh@edwardjones.com,,Salesforce
45895,,Linda Kent,,FSC Securities Corporation,lkent@fscadvisor.com,610-941-9390,
10781612,Inactive Investor,Gregory Warner,Financial Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 2001 Clark Ave",greg.warner@wellsfargo.com,,Salesforce
9597786,,Kristen Rainone,,,krainone@carsoninstitutional.com,,List import
11035167,Inactive Investor,James Carroll,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10787120,Inactive Investor,Aaron Nichols,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,,,Salesforce
9632662,,Andrew Kover,,,akover@nyc.rr.com,,List import
10872411,Inactive Investor,Thomas Cox,,State Farm VP Management Corp. Champaign IL 2108 W Springfield Ave,thomascox@statefarm.com,,Salesforce
341037,,Peter Klementon,Manager,Landmark Realty Advisors Llc,peter.klementon@landmarkpartners.com,860-651-9760,Manual List Upload
11076432,Inactive Investor,Jonathan Fichter,Financial Advisor,"Osaic Wealth, Inc.",,,Salesforce
11028180,Inactive Investor,Andrea Marin Murillo,,J.P. Morgan Securities LLC Fort Worth TX 401 Colonial St,andrea.marin-murillo@jpmorgan.com,,Salesforce
10907416,Inactive Investor,Erin Smith,,J.P. Morgan Securities LLC,erin.c.smith@jpmorgan.com,,Salesforce
10763079,Inactive Investor,Thomas McDonald,Financial Consultant;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",tom.mcdonald@wfafinet.com,,Salesforce
10582084,,Shubham Jain,,,shubham.killme@gmail.com,,Web Form Fillout
10903518,Inactive Investor,Orrin Webber,,PlanMember Securities Corporation Kalispell MT 35 3 Mile Dr,owebber@planmember.com,,Salesforce
10964427,Inactive Investor,Antoine Artis,,"Wells Fargo Clearing Services, LLC Atlanta GA 4454 Roswell Rd NE",,,Salesforce
10984071,Inactive Investor,Stephanie Weir,Chief Compliance Officer,"Windsor Advisory Group, LLC",sweir@wag-llc.com,,Salesforce
11170633,Inactive Investor,Lynde Jackson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated College Station TX 1509 Emerald Pkwy",lynde.jackson@ml.com,,Salesforce
10823859,Inactive Investor,Delmer Dreyer,Advisor,"MML Investors Services, LLC Tulsa OK 2200 S Utica Pl",ddreyer@financialguide.com,,Salesforce
9591358,,Ritum mittal,,,ritummittal@gmail.com,,List import
10927775,Inactive Investor,Nathan Hobaugh,,"Kestra Investment Services, LLC Chicago IL 500 W Madison St",nathan.hobaugh@nfp.com,,Salesforce
10821518,Inactive Investor,Vincent Petrangelo,Branch Manager;Vice President,"Ameriprise Financial Services, LLC Springfield MA 1414 Main St",vincent.petrangelo@ampf.com,,Salesforce
11057598,Inactive Investor,Samantha Anderson,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",sam.anderson@nm.com,,Salesforce
10773304,Inactive Investor,Mary Henry,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
6002926,,Tyson Brinson,,,tysonbrinsono@gmail.com,,Web Form Fillout
11113065,Inactive Investor,Angel Nguyen,Business Development Associate,Morgan Stanley Irvine CA 1901 Main St,angel.nguyen@morganstanley.com,,Salesforce
10891972,Inactive Investor,Tiffany Akre,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",tiffany.akre@ampf.com,,Salesforce
10906067,Inactive Investor,Adam Lustig,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,adam.lustig@jpmorgan.com,,Salesforce
11016276,Inactive Investor,Krista Karow,Financial Advisor,"Osaic Wealth, Inc. Wausau WI 500 N 3rd St",,,Salesforce
10842855,Inactive Investor,Carly Bell,,"Raymond James Financial Services, Inc. Fairbanks AK 1007 Aurora Dr",carly.bell@raymondjames.com,,Salesforce
11165099,Inactive Investor,Andrew Whalen,Branch Asset Manager,"Equitable Advisors, LLC Syracuse NY 120 Madison St",andrew.whalen@equitable.com,,Salesforce
9625968,,Vikrant Bagde,,,bagdevikrant@gmail.com,,List import
333597,,Chanelle Caguin,,Mercer Global Advisors Inc.,ccaguin@merceradvisors.com,,
340323,,Kimberly Lutterman,Director,Loancore Capital Credit Advisor Llc,klutterman@loancore.com,203-861-6000,Manual List Upload
11165725,Inactive Investor,Giani Villasis,Vice President,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",giani.villasis@equitable.com,,Salesforce
9607319,,Mary Evans,,,mevans@logancapital.com,,List import
9621295,,Peter OReilly,,,peteroreilly001@gmail.com,,List import
10870845,Inactive Investor,Andrea Atencio,,"Northern Trust Securities, Inc. Tucson AZ 3450 E Sunrise Dr",atencio.andrea@ntrs.com,,Salesforce
10900618,Inactive Investor,Patrick Roberson,Senior Vice President,"Raymond James & Associates, Inc. Cincinnati OH 201 E 5th St",,,Salesforce
9620451,,cristian solari,,,cristiansolari@yahoo.com,,List import
10770430,Inactive Investor,Bradley Johnson,Financial Advisor,Edward Jones Grand Rapids MN 72 SE 7th St,brad.johnson@edwardjones.com,,Salesforce
11107516,Inactive Investor,Justin Burk,Analyst;Member;Portfolio Manager,DSM Capital Partners,jburk@dsmcapital.com,,Salesforce
10967422,Inactive Investor,John Oberlander,,Cetera Investment Services LLC Woburn MA 400 Tradecenter,john.oberlander@ceterainvestors.com,,Salesforce
11121796,Inactive Investor,Regis Keddie,Investment Executive,Davenport & Company LLC Fredericksburg VA 904 Princess Anne St,,,Salesforce
11178248,Inactive Investor,James Kluttz,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 380 Knollwood St",james.kluttz@wellsfargoadvisors.com,,Salesforce
9595692,,Garry Pierce,,,garrylp63@gmail.com,,List import
7714455,,sanchhay bella,,,vadaj82740@hrisland.com,,Web Form Fillout
11128984,Inactive Investor,Ryan Ledebuhr,Paraplanner,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
10839576,Inactive Investor,Matthew Thomason,Financial Advisor,Edward Jones Fenton MO 900 S Hwy Dr,matt.thomason@edwardjones.com,,Salesforce
11144716,Inactive Investor,Cynthia Thompson,Chief Financial Officer;Chief Operating Officer;Regulatory Contact,Johnson Bixby,cyndi@johnsonbixby.com,,Salesforce
10905301,Inactive Investor,Hiwot Teklewolde,,"Wells Fargo Clearing Services, LLC Manhasset NY 355 Plandome Rd",,,Salesforce
11232122,Inactive Investor,Cathey Fisher,,Thurston Springer Financial Tulsa OK 401 S Boston Ave,,,Salesforce
10911635,Inactive Investor,Crystal Zazueta,Financial Advisor,Edward Jones Bakersfield CA 7906 Downing Ave,crystal.zazueta@edwardjones.com,,Salesforce
9638542,,Takashi Yabuuchi,,,takayabuuchi@bridgecapital.co.jp,,List import
9618801,,Sven Borho,,,borhos@orbimed.com,,List import
10787370,Inactive Investor,Michael Ross,,Van Clemens & Co. Incorporated,mikeross@vanclemens.com,,Salesforce
225983,, -,,[[Unknown]],matthew.fetui@wedbush.com,,Initial Salesforce Import
11056294,Inactive Investor,Jimmy Speigner,,"American Global Wealth Management, Inc. Opelika AL 114 N 9th St",,,Salesforce
9553264,,Nabil Zuhdi,,,nabilzuhdi90@yahoo.com.my,,List import
11235650,Inactive Investor,Jonathan Davis,Financial Advisor,Fellowship Financial Planning,jondavis@fellowshipfp.com,,Salesforce
11054060,Inactive Investor,Deborah Womack,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
10953224,Inactive Investor,Travis Martin,,"Geneos Wealth Management, Inc. Addison TX 16775 Addison Rd",,,Salesforce
10866793,Inactive Investor,Timothy Altepeter,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC",timothy.r.altepeter@wellsfargoadvisors.com,,Salesforce
10892489,Inactive Investor,James Cogswell,Chief Compliance Officer;Financial Advisor,Stillwater Investments,,,Salesforce
372693,,John Robertson,,United States,jchrisrobertson22@reagan.com,,source
11181935,Inactive Investor,Jeffery Conner,,"Latitude Advisors, LLC Cumberland MD 113 National Hwy",jconner@latitudefinancial.net,,Salesforce
10950998,Inactive Investor,Christian Beck,Financial Advisor,PFG Advisors Eugene OR 2890 Willamette St,,,Salesforce
11065241,Inactive Investor,Clifford Godwin,,"Raymond James Financial Services, Inc. Snohomish WA 167 Lincoln Ave",clifford.godwin@raymondjames.com,,Salesforce
11050529,Inactive Investor,Brian Andrews,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11129741,Inactive Investor,James Ryan,Vice President,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,whitt.ryan@jpmorgan.com,,Salesforce
10887158,Inactive Investor,Rachel Jimenez,Registered Client Associate,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",rachel.jimenez@rbc.com,,Salesforce
10793623,Inactive Investor,John Devries,,"Kestra Investment Services, LLC Miramar Beach FL Private Residence",,,Salesforce
10864863,Inactive Investor,Louise Throop,,Stonex Securities Inc. Sunol CA Private Residence,louise.throop@saswealth.com,,Salesforce
10946789,Inactive Investor,Jezriel Garcia,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Temecula CA 27630 Ynez Rd",jezriel.m.garcia@wellsfargo.com,,Salesforce
10761834,Inactive Investor,Paul Saldana,Wealth Management Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,paul.saldana@morganstanley.com,,Salesforce
11230964,Inactive Investor,Alexander Mischel,Assistant Vice President;Private Client Banker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",,,Salesforce
10783406,Inactive Investor,Todd Frediani,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Santa Rosa CA 3554 Round Barn Blvd",,,Salesforce
11071263,Inactive Investor,Andres Rubert,,Infinity Financial Services Arlington VA 224 N Fillmore St,,,Salesforce
10903412,Inactive Investor,Na'Im Hurst,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11063124,Inactive Investor,Joseph Ferree,Managing Member,"Sequoia Wealth, LLC",craig@sequoiawealth.com,,Salesforce
9572882,,Karin Coulter,,,kcoulter@endurancewealth.com,,List import
10851414,Inactive Investor,Thomas Bell,Branch Manager,"Stifel, Nicolaus & Company, Incorporated New Orleans LA 639 Loyola Ave",tbell@stifel.com,,Salesforce
10974702,Inactive Investor,Zacharie Levine,,"Hornor, Townsend & Kent, LLC King of Prussia PA 2200 Renaissance Blvd",zlevine@htk.com,,Salesforce
9612200,,Brian Musso,,,bmusso@promuscapital.com,,List Import
10843098,Inactive Investor,Harry Carroll,Financial Planner,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",hcarroll@financialguide.com,,Salesforce
11178440,Inactive Investor,Mackenzie Francoeur,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10823269,Inactive Investor,Joseph Myers,,"Calton & Associates, Inc. Mount Laurel NJ 307 Fellowship Rd",jmyers@calton.com,,Salesforce
11168451,Inactive Investor,Kaila Briscoe,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kaila.briscoe@fidelity.com,,Salesforce
10989112,Inactive Investor,Joseph Fisher,,Vanguard Marketing Corporation,joseph_fisher@vanguard.com,,Salesforce
5141681,,chan ty,,,noyoxob113@kixotic.com,,Web Form Fillout
11113375,Inactive Investor,Jerome Pinckney,,"Calton & Associates, Inc. Wilmington NC 3301 Tipton Ct",,,Salesforce
10859939,Inactive Investor,Blake Campbell,Financial Advisor;Insurance Agent;Investment Advisor Representative;Managing Member;Principal,OneSource Wealth Advisors,blake@onesourcefinancial.net,,Salesforce
10973446,,Jan Figueroa,,,janfigueroa2008@onmail.co,,Web Form Fillout
10951449,Inactive Investor,Stephen Council,,J.P. Morgan Securities LLC Monmouth Junction NJ 4180 US Hwy 1,stephen.council@jpmorgan.com,,Salesforce
11013922,Inactive Investor,Ebtissam Aljandali,,J.P. Morgan Securities LLC San Pedro CA 1001 S Pacific Ave,ebtissam.aljandali@jpmorgan.com,,Salesforce
10882295,Inactive Investor,Mary Spooner Rocca,Financial Advisor,Edward Jones Southern Pines NC 420 SW Broad St,mary.spoonerrocca@edwardjones.com,,Salesforce
10776839,Inactive Investor,Eric Bergson,Executive Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,eric.m.bergson@jpmorgan.com,,Salesforce
10919122,Inactive Investor,Jason Zhao,Chief Compliance Officer;Managing Member,MinorKey Management,jzhao@minorkeymgmt.com,,Salesforce
11147960,Inactive Investor,James Bates,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,james.bates@fidelity.com,,Salesforce
9616285,,Bradley Western,,,brad.western@protonmail.com,,List import
11104498,Inactive Investor,Kyle O'Neil,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",kyle.oneil@nm.com,,Salesforce
10888632,Inactive Investor,John Lambert,Investment Advisor,Caitlin John,,,Salesforce
10765521,Inactive Investor,Michael Sachs,Financial Advisor,LPL Financial LLC Houston TX 3101 Harrisburg Blvd,michael.sachs@lpl.com,,Salesforce
10928632,Inactive Investor,Taylor McClish,,LPL Financial LLC Portland OR 336 NE 20th Ave,taylor.mcclish@lpl.com,,Salesforce
10514020,,Nassuir SALIM,,,sn23@live.fr,,Web Form Fillout
11202473,Inactive Investor,Anne Kies,Regional Leader,PFS Investments Inc. Madison WI 5950 Seminole Centre Ct,anne.kies@primerica.com,,Salesforce
10940686,Inactive Investor,John Butler,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,johnbutler@statefarm.com,,Salesforce
11132180,Inactive Investor,Javier Lopez,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,javier.lopez@jpmorgan.com,,Salesforce
9576674,,James Berg,,,bergj@hdvest.com,,List import
9558832,,Leon James,,,leon@optivestinc.com,,List import
10645995,,Geraldine Keefe,,,geraldine.keefe@gs.com,,List Import
180020,,Pamela Fox,,[Unknown],pkfox@optonline.net,,
11201968,Inactive Investor,Kimberly Asher,,"Avantax Investment Services, Inc. Hillside IL 4840 Butterfield Rd",,,Salesforce
11038301,Inactive Investor,Jade McCoy,Institutional Consultant,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,,,Salesforce
11139375,Inactive Investor,Stephane Louis,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",stephane.louis@ml.com,,Salesforce
10974501,Inactive Investor,Ryan Grealy,Financial Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
9550225,,Theresa Nachman,,,theresa.nachman@yahoo.com,,List import
11016467,Inactive Investor,Brandon Haarer,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
11173990,Inactive Investor,Matthew Munro,,Vanguard Marketing Corporation,matthew_munro@vanguard.com,,Salesforce
11217734,,Andrew Houte,,,andrew.houte@lpl.com,,List Import
11010064,Inactive Investor,Eric Ford,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11212060,Inactive Investor,Brian Williams,,Commonwealth Financial Network Islandia NY 1 Suffolk Sq,bwilliams@commonwealth.com,,Salesforce
10959976,Inactive Investor,Tyler Quinn,,The Huntington Investment Company Auburn MI 232 W Midland Rd,tyler.quinn@huntington.com,,Salesforce
11236028,Inactive Investor,Carlos Penikis,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
5198768,,Scott Gilmore,,,se.gilmore1@gmail.com,,Web form fillout
221126,,Bill Roth,,[Unknown],bill@clearviewportfolioconsulting.com,,source
11135941,Inactive Investor,Jonathan Luis-Jorge,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
5396310,,min lli,,,kigimem917@ceoshub.com,9296655114,Web Form Fillout
9541307,,Jonathan Haspel,,,jonathanhaspel@blockfi.com,,List import
11134906,Inactive Investor,Steven Kelley,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",steven_kelley@ml.com,,Salesforce
350448,, -,,[[Unknown]],dex@bamboorelay.com,,Direct
11030150,Inactive Investor,Debra Hopke,,GWN Securities Inc. Mexico MO 1231 W Monroe St,,,Salesforce
9588254,,Ira Schwartz,,,ils@foislp.com,,List import
9589994,,Travis Curtis,,,travcurtis@gmail.com,,List import
10761386,Inactive Investor,Gloria Walas,Financial Advisor;First Vice President;Investment Management Consultant,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,gloria.walas@morganstanley.com,,Salesforce
10880578,Inactive Investor,Ronald Gray,Financial Advisor,Edward Jones Imlay City MI 158 E 3rd St,ronald.gray@edwardjones.com,,Salesforce
346692,,Steven Lichtman,"Managing Director, Senior Analyst, Medical Devices",Oppenheimer & Co. Inc.,steven.lichtman@opco.com,212-668-8000,Manual List Upload
1003070,Inactive Investor,Blane Walter,,Talisman Group,bwalter@talismancp.com,,3rd Party Lead Gen
347159,,Mark George,Chairman,"Heritage Asset Managers, Inc.",mgeorge@heritageasset.com,501-312-7100,Manual List Upload
11000638,Inactive Investor,Wanda Washington,,PFS Investments Inc. Torrance CA 20655 S Western Ave,wanda.dashiellwashington@primerica.com,,Salesforce
332896,,Chris Schelling,Chief Investment Strategist,Venturi Private Wealth,chris.schelling@venturiwealth.com,,
9577875,,Troy Williams,,,jayce5827@gmail.com,,List import
10791332,Inactive Investor,Christopher Patterson,Branch Manager;First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Naperville IL 263 Shuman Blvd",,,Salesforce
10784508,Inactive Investor,Rick Holewinski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Green Bay WI 2740 S Oneida St",rick.t.holewinski@ampf.com,,Salesforce
11129268,Inactive Investor,Robert Murray,Global Sports and Entertainment Director;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Houston TX 2800 Post Oak Blvd,nelson.murray@morganstanley.com,,Salesforce
11080569,Inactive Investor,Frederick Marez,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10853109,Inactive Investor,David Levine,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 377 Oak St",,,Salesforce
9616962,,Moh Sugianto,,,seven.71.yakuza@gmail.com,,List import
10857942,Inactive Investor,Colin Kelly,Member,Signia Capital Management,colin@signiacapital.com,,Salesforce
11109640,Inactive Investor,Michael Wiley,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.wiley@lpl.com,,Salesforce
10826462,Inactive Investor,Patrick Broadus,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Pensacola FL 850 S Palafox St,patrick.broadus@morganstanley.com,,Salesforce
11229998,Inactive Investor,Jerome Shick,,&Partners Saint Louis MO 7701 Forsyth Blvd,,,Salesforce
11032009,Inactive Investor,Jacob Sapia,Financial Advisor,"Pruco Securities, LLC. Glastonbury CT 95 Glastonbury Blvd",jacob.sapia@prudential.com,,Salesforce
240369,,Bryan Sasser,,[Unknown],bryansasser@hotmail.com,,Direct
9630300,,Kameron Schultheis,,,kschultheis123@gmail.com,,List import
9581156,,Logan Fuller,,,logan@ifgadvisors.com,,List import
10999806,Inactive Investor,Justin Carney,,"Raymond James & Associates, Inc.",justin.carney@raymondjames.com,,Salesforce
9592245,,lee hyeongmo,,,ejaos6@hanmail.net,,List import
11217882,,Tye Dutcher,,,dutcher.tye@principal.com,,List Import
10936311,Inactive Investor,Samuel Kelly,,"Avantax Investment Services, Inc. Conyers GA Private Residence",,,Salesforce
10774636,Inactive Investor,Brad Somma,,"MML Investors Services, LLC Melville NY 48 S Service Rd",bsomma@financialguide.com,,Salesforce
11140169,Inactive Investor,Christopher Schumacher,,Cetera Investment Services LLC Omaha NE 1121 N 102nd Ct,chris.schumacher@ceterais.com,,Salesforce
10662080,,Charles Brown,,,cb3@cb3.com,,List Import
11115370,Inactive Investor,Ethan Wachter,,PFS Investments Inc. Rancho Cordova CA 10940 White Rock Rd,ewachter.6vnhw@primerica.com,,Salesforce
9564626,,Bonnie Leerkes,,,bleerkes@financialguide.com,,List import
9589388,,Aaron Burkholder,,,aaron.burkholder@dezurik.com,,List import
11145142,Inactive Investor,Charles Emerson,,"MML Investors Services, LLC Hernando MS 2430 Caffey St",,,Salesforce
10845241,Inactive Investor,Keith Ferguson,Partner;Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Waco TX 4830 Lakewood Dr",,,Salesforce
11121216,Inactive Investor,Dustin Unger,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Cincinnati OH 6240 Glenway Ave",dustin.unger@usbank.com,,Salesforce
10897657,Inactive Investor,Fergie Fuller,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10826663,Inactive Investor,Larry Fisher,,NYLIFE Securities LLC Frisco TX Private Residence,lafisher@ft.newyorklife.com,,Salesforce
10865824,Inactive Investor,Frank Ostrowsky,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
10830603,Inactive Investor,Kay Knuth,,"Cambridge Investment Research, Inc. Appleton WI 901 S Lawe St",,,Salesforce
11042726,Inactive Investor,Julie Bruckner,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,julie.l.bruckner.i7z1@statefarm.com,,Salesforce
11196658,Inactive Investor,Constance Soares-Sousa,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",c.soares-sousa@cunamutual.com,,Salesforce
11162112,Inactive Investor,Stephen Turner,Financial Advisor,LPL Financial LLC Atlanta GA 800 Battery Ave SE,blake.turner@lplfinancial.com,,Salesforce
10818434,Inactive Investor,Stephen Wright,Senior Financial Advisor;Shareholder;Vice President,"MCF Advisors, LLC",swright@mcfadvisors.com,,Salesforce
11152745,Inactive Investor,Brian Wolf,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",brian.wolf@valic.com,,Salesforce
11092445,Inactive Investor,Jacob Giannelli,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,jacob.giannelli@ubs.com,,Salesforce
11233725,Inactive Investor,Elizabeth Conlon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
336607,,Josh Phillips,Analyst,"Infinity Capital Advisors, Llc",jphillips@infinityfunds.com,404-458-4448,Manual List Upload
11030216,Inactive Investor,Patrick Hammond,,"Raymond James Financial Services, Inc. Salem NH 215 Main St",patrick.hammond@raymondjames.com,,Salesforce
9561060,,Rashis Hamid,,,rashid187@gmail.com,,List import
11086324,Inactive Investor,David Spirl,Financial Advisor,Edward Jones Canton MI 5948 N Sheldon Rd,david.spirl@edwardjones.com,,Salesforce
9639744,,Aidan Kearney,,,aidan.kearney@health.org.uk,,List import
10869240,Inactive Investor,Reza Mollabashy,Associate Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",reza.mollabashy@raymondjames.com,,Salesforce
10832967,Inactive Investor,Justin Davis,,"Raymond James Financial Services, Inc. Fort Collins CO 3711 John F Kennedy Pkwy",justin.davis@raymondjames.com,,Salesforce
10887263,Inactive Investor,James Olson,Member,"Olson, Cross & Alamo Advisors LLC New York NY 140 Broadway",,,Salesforce
9643682,,Spencer Costanzo,,,investing@malibuapps.com,,List import
374092,,Gerald Wildon,,[Unknown],gerald.wildon@cmacq.com,,source
10802607,Inactive Investor,George Blaha,,"Northwestern Mutual Investment Services, LLC Westlake OH 25125 Detroit Rd",george.blaha@nm.com,,Salesforce
10858572,Inactive Investor,Eduardo Suarez,,Bolton Global Capital Houston TX 12510 Cutten Rd,,,Salesforce
9587480,,Nedra Pierce,,,npierce@thompsonim.com,,List import
11000663,Inactive Investor,Jakob Fries,,"Avantax Investment Services, Inc. Las Vegas NV 10161 Park Run Dr",,,Salesforce
10489833,,Travis Duren,"Chief Compliance Officer, Founder, President","Crescent Advisor Group, Inc.",nduren@crescentsecurities.com,972-490-0150,List Import
9599630,,Tai Tran,,,tai_m_tran@yahoo.com,,List import
10866865,Inactive Investor,Christopher Davis,Financial Advisor,LPL Financial LLC Clearfield PA 1200 S 2nd St,christoper.j.davis@lpl.com,,Salesforce
10945386,Inactive Investor,Samuel Kunz,Chief Investment Officer,Core Financial,,,Salesforce
11146643,Inactive Investor,Philip Ngo,,"Transamerica Financial Advisors, Inc San Diego CA 6050 Santo Rd",philip.ngo@tfaconnect.com,,Salesforce
10764207,Inactive Investor,Celeste Gurule,Managing Director,"Osaic FA, Inc. San Ramon CA 3000 Executive Pkwy",celeste.gurule@lfg.com,,Salesforce
11155494,Inactive Investor,Timothy Steffen,Director - Tax Planning;Managing Director,"KCD Financial, Inc.",steffeninv@kcdfinancial.com,,Salesforce
10840147,Inactive Investor,Ryan Reames,Financial Advisor;Financial Consultant,Robert W. Baird & Co. Incorporated Ashland KY 1000 Ashland Dr,rjreames@rwbaird.com,,Salesforce
10902436,Inactive Investor,Talon Sell,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11118981,Inactive Investor,Tarah Lankster,,"Ameriprise Financial Services, LLC Florence AL 210 S Pine St",tarah.lankster@ampf.com,,Salesforce
11211834,Inactive Investor,Joy Henry,Associate Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",joy.i.ridley@ampf.com,,Salesforce
9624857,,Karol Kecskes,,,karol.kecskes.sk@gmail.com,,List import
373878,,David Aronchick,,[Unknown],fresh.job0343@fastmail.com,,source
9582261,,Collin Adams,,,collin@ridgecapitalmgt.com,,List import
10895165,Inactive Investor,Michael Vinci,,Goldman Sachs & Co.,,,Salesforce
10979882,Inactive Investor,Paul Mower,Member,"Green Tuatara Asset Management, LLC",,,Salesforce
10904500,Inactive Investor,Kathleen Mills,,Cetera Advisors LLC,kathleen.mills@ceteraadvisors.com,,Salesforce
10695911,,Tom Winnick,,ARS Investment Partners,twinnick@arsinvestmentpartners.com,,List Import
10951174,Inactive Investor,Bryndon Manzer,,"Cambridge Investment Research, Inc. Edmond OK 1360 Fretz Dr",,,Salesforce
10883880,Inactive Investor,Robert Rucky,Financial Advisor,Edward Jones Miami FL 3047 SW 38th Ct,robert.rucky@edwardjones.com,,Salesforce
11155611,Inactive Investor,Hayden Jenkins,,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
10996071,Inactive Investor,Yueyi Du,,"Transamerica Financial Advisors, Inc Greenbelt MD 7501 Greenway Center Dr",yueyi.du@tfaconnect.com,,Salesforce
10947748,Inactive Investor,Tommy Stovall,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
11070924,Inactive Investor,Andrew Swartwout,Financial Advisor,Silver Grove Advisory Services Arcade NY 342 Rte 39 W,aswartwout@silvergrovegroup.com,,Salesforce
11119558,Inactive Investor,Leah Dotinga,Governance Specialist;Senior Client Associate,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",leah.dotinga@wellsfargoadvisors.com,,Salesforce
11041947,Inactive Investor,Jayra Rayson,,J.P. Morgan Securities LLC Los Angeles CA 4401 Crenshaw Blvd,jayra.rayson@jpmorgan.com,,Salesforce
10991569,Inactive Investor,Nicholas Simmons,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11147002,Inactive Investor,Shad Spurgin,,Morgan Stanley Sandy UT 200 W Civic Center Dr,shad.spurgin@morganstanley.com,,Salesforce
10926146,Inactive Investor,Jordan Wall,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennewick WA 3420 W Kennewick Ave",jordan.wall@ml.com,,Salesforce
10940427,Inactive Investor,Kyle Hauptman,Associate;Financial Advisor,Edward Jones Garden City NY 1055 Franklin Ave,,,Salesforce
10834151,Inactive Investor,Jose Thomas,Financial Advisor,Edward Jones Bonsall CA 5525 Mission Rd,,,Salesforce
11062562,Inactive Investor,Joshua Meier,Financial Consultant,Thrivent Investment Management Inc. Grand Island NE 3341 State St,josh.meier@thrivent.com,,Salesforce
10905388,Inactive Investor,Holli Alexander,,"Raymond James & Associates, Inc.",holli.alexander@raymondjames.com,,Salesforce
63232,,Anna Dashkevich,,"MML Investors Services, LLC",adashkevich@massmutual.com,713-402-3843,
11119262,Inactive Investor,Carolina Corea,,"Wells Fargo Clearing Services, LLC Miami FL 5620 SW 137th Ave",,,Salesforce
9585138,,Bill Francis,,,bfrancis22@gmail.com,,List import
11260443,Inactive Investor,Sharanya Pogaku,,Evercore Group L.L.C.,,,Salesforce
164495,,James Arsenal,,[Unknown],jamesarsenault19788@yahoo.com,,Direct
11242287,,[Unknown],,,lee@leemiles.com,,Web Form Fillout
342213,, -,,[[Unknown]],yi@ceyuan.com,,Organic Search
9629681,,Zachary Coplen,,,zaccoplen@gmail.com,,List import
11000807,Inactive Investor,Christopher Dang,,"Independent Financial Group, LLC Honolulu HI 1357 Kapiolani Blvd",,,Salesforce
11039666,Inactive Investor,Haresh Muni,,"Avantax Investment Services, Inc. Enid OK 323 W Cherokee Ave",,,Salesforce
9549866,,Peter Schwartz,,,pschwartz@encompasscap.com,,List import
343592,,Coresa Leighty,Resident Financial Planning,"Cornerstone Wealth Advisors, Inc.",coresa@cornerstonewealthadvisors.com,952-920-3900,Manual List Upload
212497,,Chris Koler,,[Unknown],ckoler@cfgnh.org,,
9629570,,jason Sigler,,,jasonsigler@mac.com,,List import
10848192,Inactive Investor,Andrew McFarlin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,andrew.mcfarlin@fidelity.com,,Salesforce
9643101,,David Chandler,,,dkchan01@yahoo.com,,List import
10892010,Inactive Investor,Amber Kodad,,LPL Financial LLC San Diego CA 4707 Executive Dr,amber.kodad@lpl.com,,Salesforce
10837285,Inactive Investor,Barthelemy Faye,Member,"Timbuktu Capital Management, LLC Boston MA 800 Boylston St",,,Salesforce
10799346,Inactive Investor,Angela Howelltennant,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,angi.howell-tennant.gtyy@statefarm.com,,Salesforce
10788457,Inactive Investor,Christopher Kory,Private Client Advisor,J.P. Morgan Securities LLC Darien CT 454 Post Rd,christopher.kory@jpmorgan.com,,Salesforce
10894414,Inactive Investor,James Diffly,,"BFC Planning, Inc. Cumming GA 5830 Bond St",,,Salesforce
10974325,Inactive Investor,Erwin Christopher,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,erwin.christopher@jpmorgan.com,,Salesforce
10850190,Inactive Investor,James Ian,Financial Professional,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
10932470,Inactive Investor,Erick Bates,Financial Advisor,Edward Jones Debary FL 275 S Charles Richard Beall Blvd,erick.bates@edwardjones.com,,Salesforce
9602304,,Aditya Denduluri,,,adenduluri@gmail.com,,List import
230165,,Hosein solati -,,Hosein solati [[Unknown]],hosein1artist@gmail.com,,Content
5398813,,Dianne Rouse,,,muqnxelxjmsukvx@karenkey.com,,Web Form Fillout
10996778,Inactive Investor,Zachary Bombard,,LPL Financial LLC Worcester MA 1 Mercantile St,zachary.bombard@lpl.com,,Salesforce
10941004,Inactive Investor,Brett Smalley,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,brettsmalley@statefarm.com,,Salesforce
11027013,Inactive Investor,Marc Conover,,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,marc.conover@lpl.com,,Salesforce
9642610,,you wen,,,kpskmax@gmail.com,,List import
11019500,Inactive Investor,Christopher Gent,,"Parkland Securities, LLC West Hartford CT 15 N Main St",,,Salesforce
9619674,,John Kemmerer,,,kemmerer@zekecapital.com,,List import
370629,,Miguel Angel,,[Unknown],miguelnieto.cdv@gmail.com,,Google Natural Search
9563544,,Reem Abaalkheil,,,r.abaalkheil@live.com,,List import
8677717,,damian durand,,,ddurand01@hotmail.com,,Web Form Fillout
9581590,,Eileen Lund-Garrison,,,eileen.lundgarrison@uboc.com,,List import
11149141,Inactive Investor,Montague Henry,,B. Riley Wealth Management New York NY 299 Park Ave,montaguehenry@brileywealth.com,,Salesforce
11073388,Inactive Investor,Jamie Botts,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",jamie.botts@wellsfargoadvisors.com,,Salesforce
11231259,Inactive Investor,Erik Stevens,,"Raymond James Financial Services, Inc. Smithtown NY 95 Smithtown Blvd",,,Salesforce
9581311,,Robert Max Ralston -,,,rralston2003@yahoo.com,,List import
10843383,Inactive Investor,Craig Weis,Branch Manager;Senior Vice President,"Raymond James & Associates, Inc. Roseville CA 1410 Rocky Ridge Dr",craig.weis@raymondjames.com,,Salesforce
245951,,Not Provided,coo,Treadwell Agency,jeremy@treadwellagency.com,,Manual List Upload
9613492,,Timothy Clark,,,tclark@castleark.com,,List import
11076093,Inactive Investor,Larson Patty,Financial Advisor,Rothman Investment Management,larson@rothmaninvest.com,,Salesforce
10984123,Inactive Investor,Michael Gonzales,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 3925 River Crossing Pkwy",michael.gonzales@ampf.com,,Salesforce
225587,,Tim -,,[[Unknown]],heitman.timothy@gmail.com,,Initial Salesforce Import
11073748,Inactive Investor,John Wenzel,Chief Financial Officer;Financial Advisor;Wealth Advisor,"Archvest Wealth Advisors, Inc.",john@archvestwa.com,,Salesforce
10854090,Inactive Investor,Brian Hellmann,,Citigroup Global Markets Inc.,brian.hellmann@citigroup.com,,Salesforce
334682,,Joseph Schonberg,"Chief Financial Officer, Falfurrias Management Partners Lp",Falfurrias Management Partners Lp,jschonberg@falfurriascapital.com,704-371-3220,Manual List Upload
11079715,Inactive Investor,Eric Bencivenga,Financial Advisor,Edward Jones Babylon NY 400 W Main St,eric.bencivenga@edwardjones.com,,Salesforce
10853054,Inactive Investor,Bradley Kirchner,Financial Advisor,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",bradley.kirchner@wellsfargoadvisors.com,,Salesforce
9621721,,Edison Chen,,,edisoncyq@gmail.com,,List import
10752530,Inactive Investor,Melissa Knippa,Financial Advisor;Wealth Advisor,Thrivent Investment Management Inc. Austin TX 3309 W Slaughter Ln,melissa.knippa@thrivent.com,,Salesforce
10933756,Inactive Investor,Lucas Kokubo,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1450 W Long Lake Rd",lucas.kokubo@ampf.com,,Salesforce
10969243,Inactive Investor,Tristen Cleve,Financial Advisor,Core Partners New Braunfels TX 123 N Seguin Ave,tristen@mycorepartner.com,,Salesforce
10903813,Inactive Investor,Craig Cheramie,,"Cambridge Investment Research, Inc. New Orleans LA 824 Elmwood Park Blvd",cheramiec@cambridgesecure.com,,Salesforce
11047794,Inactive Investor,Maxine Drexler,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Pleasanton CA 749 Main St",maxine.drexler@usbank.com,,Salesforce
10933122,Inactive Investor,Matthew Stewart,,J.P. Morgan Securities LLC Fenton MI 15000 Silver Pkwy,matthew.j.stewart@jpmorgan.com,,Salesforce
10866004,Inactive Investor,Shawn Helman,,Cetera Advisor Networks LLC Greensburg PA 506 Pellis Rd,,,Salesforce
10918958,Inactive Investor,Rebecca Boyd,,Commonwealth Financial Network San Antonio TX 1020 NE Loop 410,rboyd@commonwealth.com,,Salesforce
11139334,Inactive Investor,Sebastian Fasanello,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 6245 Sheridan Dr",sebastian_fasanello@ml.com,,Salesforce
11160287,Inactive Investor,Dominick Kortkamp,,NYLIFE Securities LLC New York NY 285 Fulton St,dmkorktamp@ft.newyorklife.com,,Salesforce
11104456,Inactive Investor,Cody Vinton,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10432098,,Antony Khoo,,,khooantony@gmail.com,,Web Form Fillout
10854992,Inactive Investor,Joanna Peters,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11036065,Inactive Investor,Thomas Ewig,,LPL Financial LLC Mequon WI 11715 N Port Washington Rd,,,Salesforce
9557128,,Mustafa Çullu,,,cullu80@hotmail.com,,List import
10945461,Inactive Investor,Lynette Ancona,Senior Vice President,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",lynette.ancona@raymondjames.com,,Salesforce
10801795,Inactive Investor,Daniel Fienberg,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",daniel.e.fienberg@wellsfargoadvisors.com,,Salesforce
9466582,,xin lu,,Xin Lu,linnix@gmail.com,,List Import
10915602,Inactive Investor,William Jones,Senior Registered Associate;Senior Sales Associate,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",william.jones@raymondjames.com,,Salesforce
11236795,Inactive Investor,George Kolitsas,Agency Owner;Insurance Broker;Investment Advisor,Innovative Wealth Management,,,Salesforce
11088337,Inactive Investor,Jacob Bandy,Client Relationship Specialist,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",,,Salesforce
11150184,Inactive Investor,Colin Cassady,Premier Banker,"Wells Fargo Clearing Services, LLC Capitola CA 1700 41st Ave",colin.s.cassady@wellsfargo.com,,Salesforce
10931010,Inactive Investor,Bonnie Romani,Chief Compliance Officer,"Wisconsin Capital Management, LLC Madison WI 8401 Excelsior Dr",bromani@wiscap.com,,Salesforce
10796402,Inactive Investor,Lisa Jacobs,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",lisa.jacobs@ml.com,,Salesforce
215621,,Tom Stone,,JP Morgan,tom.stone@jpmorgan.com,,
10506076,,Chuck Schreader,President,Schreader Wealth Management,chuck@schreaderwealthmgmt.com,17177611600,List import
10860959,Inactive Investor,Joseph Murto,,Cetera Advisors LLC Herndon VA 205 Van Buren St,,,Salesforce
11034307,Inactive Investor,Jeffrey Fink,Portfolio Associate,Neuberger Berman BD LLC,jfink@nb.com,,Salesforce
9543807,,Babatunde Akanni,,,olarewaju.jeremiah9@gmail.com,,List import
9607623,,Alferuzzi Sadanur,,,alferuzzsadanur7@gmail.com,,List import
332449,,peter schanck,,[Unknown],pschanck@anchorcap.et,,
10794517,Inactive Investor,John Lavery,,"Investment Planners, Inc. Quincy IL 420 Maine St",jlavery@investment-planners.com,,Salesforce
10921020,Inactive Investor,Meghan Falduto,Financial Advisor,Morgan Stanley Pensacola FL 850 S Palafox St,meghan.falduto@morganstanley.com,,Salesforce
11081538,Inactive Investor,Matthew Stange,Financial Advisor;Managing Partner,"Osaic Wealth, Inc. Sioux Falls SD 7505 S Louise Ave",,,Salesforce
10748249,,JOHN Kelley,,,jkbubba@comcast.net,5082598170,Web Form Fillout
9645852,,Gary Rothkopf,,,ggals@aol.com,,List import
9550706,,Andrew Wetmore,,,andrew.wetmore@mlp.com,,List import
10634595,,Rony Krell,,,ronykrell@pm.me,,Web Form Fillout
9575958,,Jennifer Magarelli,,,jennifer.magarelli@axosadvisorservices.com,,List import
11027285,Inactive Investor,Mario Galindo,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,mario.galindo@primerica.com,,Salesforce
10475243,,Sergiu Perju,,,i@teddbear.com,,Web Form Fillout
9621288,,Robert Mendes,,,zzmendes100@gmail.com,,List import
9558636,,Rahul Sangal,,,rsangal@me.com,,List import
9573373,,Stephen Wright,,,stephen.wright@jwcemail.com,,List import
11163798,Inactive Investor,Aidan Mcgee,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11211232,Inactive Investor,Nicholas Davey,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",nicholas.davey@wellsfargo.com,,Salesforce
11169920,Inactive Investor,Mark Graham,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11067268,Inactive Investor,Carrie Lacey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,carrie.lacey@fidelity.com,,Salesforce
11035245,Inactive Investor,Jill Kremer,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jill_kremer@ml.com,,Salesforce
3784802,,Hanz Joe,,,johnyyy@gmail.com,,Web Form Fillout
242896,,Paul Harteg,FA,DHG Wealth Advisors,paul.harteg@dhgwa.com,,Manual List Upload
11236766,Inactive Investor,Jungyeal Lee,Financial Professional,"Allmerits Asset, LLC Waldwick NJ Private Residence",jungyeallee@allmerits.com,,Salesforce
9625578,,Vuk Milic,,,medicinuni@gmail.com,,List import
11186113,Inactive Investor,Jacqueline King,Financial Advisor,Edward Jones Greensboro NC 2275 Vanstory St,jackie.king@edwardjones.com,,Salesforce
11116921,Inactive Investor,David Constantino,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,dconstantino@lincolninvestment.com,,Salesforce
10898823,Inactive Investor,Jacob Mueller,,"FBL Marketing Services, LLC Webster City IA 644 1st St",jake.mueller@fbfs.com,,Salesforce
11168710,Inactive Investor,Leonard Steele,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,leonard.steele@primerica.com,,Salesforce
10778866,Inactive Investor,Peter Fendler,,Commonwealth Financial Network Cumberland Foreside ME 275 US Rte 1,pfendler@commonwealth.com,,Salesforce
10930173,Inactive Investor,Barbara Carlton,,"Equitable Advisors, LLC",barbara.carlton@equitable.com,,Salesforce
10770157,Inactive Investor,Donald Kluge,,Cetera Financial Specialists LLC Pleasantville NY 520 Bedford Rd,donald.kluge@ceterafs.com,,Salesforce
11096774,Inactive Investor,Steven Maravi,,"IFP Securities, LLC Fort Lauderdale FL 3343 W Commercial Blvd",,,Salesforce
11178058,Inactive Investor,Jensen Quinn,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9578262,,C Thompson,,,cthomp_ma@yahoo.com,,List import
141180,,Nick Crofts,,Self employed,nick.crofts@gmail.com,(043) 711-6746,
11127902,Inactive Investor,Jill Leitsch,Client Relationship Manager,"Citizens Securities, Inc. Wexford PA 11060 Perry Hwy",jill.leitsch@citizensbank.com,,Salesforce
10943852,Inactive Investor,Sarah Aguocha,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10889521,Inactive Investor,Charles Danca,,Joseph Gunnar & Co. LLC New York NY 40 Wall St,cdanca@jgunnar.com,,Salesforce
10943720,Inactive Investor,Richard Austin,Financial Advisor,"Raymond James & Associates, Inc. Montgomery AL 7460 Halcyon Pointe Dr",,,Salesforce
10773639,Inactive Investor,Stephen Lanzo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 500 Campus Dr",,,Salesforce
11166804,Inactive Investor,Arthur Cahill,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. West Palm Beach FL Private Residence,arthur.cahill@ubs.com,,Salesforce
10886437,Inactive Investor,Deborah Hawksworth,Financial Advisor,LPL Financial LLC Orange City FL 921 Town Center Dr,debbie.hawksworth@lpl.com,,Salesforce
10970094,Inactive Investor,Dylan Flack,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10358570,,Andre Deazle,,,andredeazle@gmail.com,,Web Form Fillout
9611155,,Thomas Macirowski,,,tmac@mindspring.com,,List import
10900164,Inactive Investor,Casey Hull,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",casey.hull@ml.com,,Salesforce
10617721,,Dustin Husarik,,,dustin.husarik@wellsfargoadvisors.com,,List Import
10957823,Inactive Investor,Lizbeth Landey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster CA 4165 W Avenue L",lizbeth.z.landey@ml.com,,Salesforce
11127880,Inactive Investor,Mark Rosell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.rosell@fidelity.com,,Salesforce
10759468,Inactive Investor,John Dunn,Branch Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Fort Lauderdale FL 500 E Broward Blvd",john.dunn@rbc.com,,Salesforce
10890981,Inactive Investor,Jason Wacaster,Financial Advisor,Edward Jones Hillsborough NJ 390 Amwell Rd,jason.wacaster@edwardjones.com,,Salesforce
208423,,Travis Watson,,[Unknown],ttutrav@gmail.com,,Organic Search
9568231,,Michael Metzger,,,michael.metzger@fmr.com,,List import
10947936,Inactive Investor,Robert Friedman,Chief Compliance Officer;Managing Director,Central Park Financial Planning,rfriedman@cpfinplan.com,,Salesforce
11126058,Inactive Investor,Daryl Arnett,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",darnett@calton.com,,Salesforce
10963211,Inactive Investor,Robert Kort,Advisor,"Advisory Alpha, LLC",,,Salesforce
11033839,Inactive Investor,Michael Voltin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",michael.voltin@ml.com,,Salesforce
10803221,Inactive Investor,Michael Levi,Senior Wealth Strategy Associate;Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,michael.levi@ubs.com,,Salesforce
11089641,Inactive Investor,Scott Gomsak,Financial Planner,"Kestra Investment Services, LLC Sykesville MD 7520 Main St",scott.gomsak@lfg.com,,Salesforce
237722,, -,,[[Unknown]],thomascamargooficial@outlook.com,,
10815276,Inactive Investor,William Sturdevant,Financial Advisor,Edward Jones Gillette WY 439 Prairieview Dr,tucker.sturdevant@edwardjones.com,,Salesforce
10615091,,Christopher McKeefrey,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager, Senior Vice President - Wealth Management",,christopher.j.mckeefrey@ms.com,,List Import
11179430,Inactive Investor,Garrett Jernigan,Client Associate,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",,,Salesforce
9626373,,Leila Jazz,,,breakingthenextmonthmentality@gmail.com,,List import
9554655,,Elizabeth Moya,,,beth@moyainsurance.com,,List import
9646664,,simon gotham,,,simogotham@gmail.com,,List import
11174754,Inactive Investor,Peter Hofstra,Financial Advisor,Edward Jones Ellenton FL 7915 US Hwy 301 N,peter.hofstra@edwardjones.com,,Salesforce
242936,,dhiraj Gada,retired,na,4232dt@gmail.com,,Manual List Upload
11235623,Inactive Investor,Travis Tracy,Chief Compliance Officer;Financial Planner;Founder,Fortitude Financial Planning LLC,travis@fortitudefp.com,,Salesforce
178103,,Paul Comstock,"Director, Relationship Manager",Paul Comstock Partners,paul.comstock@paulcomstockpartners.com, +1 713 977 2694,Manual List Upload
11115563,Inactive Investor,Danielle Dahlbacka,Financial Solutions Advisor;Officer,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",danielle.dahlbacka@ml.com,,Salesforce
10616850,,Philip Bandle,,,pbandle@wintrustwealth.com,,List Import
11050188,Inactive Investor,Salvatore Lombardi,,"Ameritas Investment Company, LLC Westborough MA 1900 W Park Dr",slombardi@ameritas.com,,Salesforce
11138489,Inactive Investor,Soo Mi Kim,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,soo.kim@morganstanley.com,,Salesforce
11174463,Inactive Investor,Carter Street,Practice Management Consultant;Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,carter.street@jpmorgan.com,,Salesforce
9548257,,Michael Harken,,,harken.mike@principal.com,,List import
11092799,Inactive Investor,Samantha Learch,Registered Client Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
9641064,,Ilya Primashov,,,xespirit@gmail.com,,List import
11013121,Inactive Investor,Eujay Masangkay,,PFS Investments Inc. Woodland Hills CA 20750 Ventura Blvd,eujay.masangkay@primerica.com,,Salesforce
10794944,Inactive Investor,Sophie Stevens,Financial Advisor,Morgan Stanley West Hartford CT 433 S Main St,sophie.stevens@morganstanley.com,,Salesforce
11048343,Inactive Investor,David Brown,,"Ceros Financial Services, Inc.",dbrown@cerosfs.com,,Salesforce
11096141,Inactive Investor,Julie Prinkey,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,julie.prinkey@fidelity.com,,Salesforce
370764,,Josephine Trimmings,,United States,johntrimmings@gmail.com,,Salesforce
9589867,,Michelle Peluso,,,mpeluso@sheffieldmgmt.com,,List import
9576851,,David Kornegay,,,david.kornegay@valic.com,,List import
10934685,Inactive Investor,Davi Genaro,,Citigroup Global Markets Inc.,,,Salesforce
10858189,Inactive Investor,Charles Bailey,,"Equitable Advisors, LLC Tampa FL 1111 N Westshore Blvd",charles.bailey@equitable.com,,Salesforce
10949417,Inactive Investor,Taylor Lee,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,taylor.lee@jpmorgan.com,,Salesforce
231642,, -,,[[Unknown]],ph777111@twc.com,,
11120316,Inactive Investor,Daniel Wittekind,Client Service Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,daniel.wittekind@jpmorgan.com,,Salesforce
10644688,,Edward Hanlon,,,ehanlon@lincolninternational.com,,List Import
11142279,Inactive Investor,Barry Tate,,LPL Financial LLC Magnolia TX 32731 Egypt Ln,barry.tate@lpl.com,,Salesforce
11213018,Inactive Investor,Susan Hunter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,susan.hunter@fidelity.com,,Salesforce
11046133,Inactive Investor,David Doyle,,Plante Moran Insurance Agency,dave.doyle@plantemoran.com,,Salesforce
10925746,Inactive Investor,Elijah Kovar,Financial Advisor;Partner,Great Waters Financial,elijah@mygreatwaters.com,,Salesforce
10646573,,Aaron Haugland,,,aaron.haugland@lpl.com,,List Import
10928313,Inactive Investor,Thomas Walke,,LPL Financial LLC Boise ID 1290 W Myrtle St,thomas.walke@lpl.com,,Salesforce
10961885,Inactive Investor,Shane Makary,Financial Advisor,"Ameriprise Financial Services, LLC Wichita Falls TX 2629 Plaza Pkwy",shane.makary@ampf.com,,Salesforce
10874021,Inactive Investor,Christopher Haring,Financial Advisor,LPL Financial LLC Limerick PA Private Residence,chris.haring@lpl.com,,Salesforce
221644,,Jie Mo,,[Unknown],1356007992@qq.com,,Paid Social
10832117,Inactive Investor,Tammy Rogan,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,trogan@rwbaird.com,,Salesforce
10788294,Inactive Investor,James Rapp,Senior Vice President,Wintrust Investments LLC Barrington IL 201 S Hough St,jrapp@wintrustwealth.com,,Salesforce
11202643,Inactive Investor,Andrew Herr,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,andrew.herr@fmr.com,,Salesforce
9617901,,Derek Laake,,,dlaake@empyrean.com,,List import
11038446,Inactive Investor,Ashley Robbins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11026265,Inactive Investor,Aria Olia,Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,aria.olia@morganstanley.com,,Salesforce
11124475,Inactive Investor,Shekinah Oloyede,Wealth Management Analyst,J.P. Morgan Securities LLC New York NY 277 Park Ave,shekinah.oloyede@jpmorgan.com,,Salesforce
11168060,Inactive Investor,Michael Whatley,Investment Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,michael.whatley@ubs.com,,Salesforce
10849708,Inactive Investor,Crystal Hardee,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilson NC 3700 Nash St N",crystal.hardee@wellsfargoadvisors.com,,Salesforce
10914196,Inactive Investor,William Ploeger,,"MML Investors Services, LLC Palm Desert CA 73261 Hwy 111",wploeger@massmutual.com,,Salesforce
9623239,,adsfasdf asdfasdf,,,asdfasdf@asdfasdf.com,,List import
11014720,Inactive Investor,Jeremy Castellanos,,J.P. Morgan Securities LLC Temecula CA 29640 Rancho California Rd,jeremy.castellanos@jpmorgan.com,,Salesforce
11199582,Inactive Investor,Darren Straniero,Chief Compliance Officer;Principal,OnPlane Financial Advisors,dstraniero@onplanefinancial.com,,Salesforce
10644175,,Jennifer Laird,,,jennifer.michel@nb.com,,List Import
10838106,Inactive Investor,Jason Bogardus,Managing Director;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,jason.bogardus@morganstanley.com,,Salesforce
336312,,Christopher Graham,Managing Director,"Starwood Capital Group Management, L.l.c.",cgraham@starwood.com,305-695-5500,Manual List Upload
11145199,Inactive Investor,William Uthe,Consultant;Corporate Retirement Director;Financial Advisor;First Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,josh.uthe@morganstanley.com,,Salesforce
10947641,Inactive Investor,Jack Baglien-Allender,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11066129,Inactive Investor,William Rodgers,,"Avantax Investment Services, Inc. Tustin CA 1442 Irvine Blvd",,,Salesforce
11050688,Inactive Investor,Gregory Clifford,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,The Clifford Group LLC,gregory.clifford@thecliffordgrp.com,,Salesforce
10821689,Inactive Investor,Ronnie Bloom,Registered Principal,LPL Financial LLC Livingston NJ 293 Eisenhower Pkwy,ronnie.bloom@lpl.com,,Salesforce
11065325,Inactive Investor,Robert Horn,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11019772,Inactive Investor,Austin Tyler,,J.P. Morgan Securities LLC San Francisco CA 700 Market St,austin.tyler@jpmorgan.com,,Salesforce
11070893,Inactive Investor,Casie Dunning,Chief Compliance Officer;Financial Planner,"Rain or Shine Planning, LLC",casie@rainorshine.co,,Salesforce
372360,,Russell Clark,,United States,russell@elluminis.com,,Salesforce
11131372,Inactive Investor,Arman Valio,,PFS Investments Inc. Monrovia CA 423 E Huntington Dr,arman.valio@primerica.com,,Salesforce
9587268,,Larry Waterhouse,,,lwaterhouse@alexandriacapital.com,,List import
10931760,Inactive Investor,Mark Martin,,"FBL Marketing Services, LLC Sidney MT 302 W Main St",mark.martin@fblfinancial.com,,Salesforce
11128490,Inactive Investor,Rafael Perez-Mendez,Lead Manager - Advertising Compliance,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",rafael.perez-mendez@equitable.com,,Salesforce
11083076,Inactive Investor,Christopher Bermejo,,GWN Securities Inc. Hialeah FL Private Residence,cbermejo@gwnsecurities.com,,Salesforce
10753174,Inactive Investor,Valerie Rhodes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",valerie.rhodes@ml.com,,Salesforce
9541658,,Mike De Morgan,,,demorgan@bluewin.ch,,List import
215104,,Diego D'Aquilio,,Young,diegodaquilio@gmail.com,(392) 161-6112,
10994205,Inactive Investor,Nicholas Kuszlyk,,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",nicholas.kuszlyk@prudential.com,,Salesforce
11040521,Inactive Investor,Michele Carr,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,michele.p.carr@jpmorgan.com,,Salesforce
11087702,Inactive Investor,Robert Laffen,Financial Professional,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",robert.laffen@prudential.com,,Salesforce
9617144,,Jesse James,,,jjames@grfunds.com,,List import
10922977,Inactive Investor,Michael Devoe,,J.P. Morgan Securities LLC Southampton NY 60 Main St,michael.devoe@chase.com,,Salesforce
79981,,Daniel Wallick,"Managing Partner, Chief Compliance Officer, Chief Investments Officer","Wallick Investments, Llc",danwallick@wallickinvestments.com,803-699-9400,Manual List Upload
11018754,Inactive Investor,James Capone,,"Pruco Securities, LLC. Blackwood NJ 1504 Blackwood Clementon Rd",james.capone@prudential.com,,Salesforce
11118477,Inactive Investor,Matthew Harbinson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9613649,,Carlos Gomez,,,carlos.gomez.nyc@gmail.com,,List import
9623791,,Lucretia Rutland,,,allthngznu@gmail.com,,List import
11046771,Inactive Investor,Douglas Oconnell,,"Osaic Wealth, Inc. Fort Collins CO 7791 Highland Meadows Pkwy",,,Salesforce
9646427,,David Hughes-Morris,,,david.morris@pcconnect.com.au,,List import
10944742,Inactive Investor,Michael Winston,,"Osaic Wealth, Inc. Fort Lauderdale FL 2699 Stirling Rd",,,Salesforce
11013687,Inactive Investor,Judy Dang,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",,,Salesforce
11081415,Inactive Investor,Glenn Dodge,,"Wells Fargo Clearing Services, LLC",glenn.dodge@wfadvisors.com,,Salesforce
10944901,Inactive Investor,Adrian Feijoo,,State Farm VP Management Corp. Wheat Ridge CO 4045 Wadsworth Blvd,,,Salesforce
10822921,Inactive Investor,Philip Nuccetelli,Senior Vice President,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",,,Salesforce
10926869,Inactive Investor,Raymond Lee,Financial Advisor;Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",raymond.t.lee@rbc.com,,Salesforce
10820533,Inactive Investor,Daniel Martin,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",daniel.x.martin@ampf.com,,Salesforce
11210544,Inactive Investor,James Choi,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",james.choi@nm.com,,Salesforce
11175794,Inactive Investor,Eric Botwinik,,"Raymond James Financial Services, Inc. Boca Raton FL 6501 Congress Ave",eric.botwinik@raymondjames.com,,Salesforce
10992130,Inactive Investor,Manuel Garcia,,"Pensionmark Securities, LLC San Antonio TX 19243 FM 2252",,,Salesforce
11183289,Inactive Investor,Guillermo Castro-Aguirre,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
9562156,,Joan Payne,,,joan.payne@rehmann.com,,List import
161036,,aris sharif,,[Unknown],aris.sharif@gmail.com,,Organic Search
10991716,Inactive Investor,Joel Helms,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,jhelms@primerica.com,,Salesforce
10939445,Inactive Investor,Anvi Sarbhai,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11026229,Inactive Investor,Chad McMichael,Financial Advisor,Edward Jones Chantilly VA 24805 Pinebrook Rd,chad.mcmichael@edwardjones.com,,Salesforce
11064833,Inactive Investor,Shams Deitrick,Executive Director;Financial Advisor,Morgan Stanley Whitefish MT Private Residence,shams.deitrick@morganstanley.com,,Salesforce
11038675,Inactive Investor,Cameron Jackson,,MWA Financial Services Inc. Corona CA 391 N Main St,cameron.l.jackson@mwarep.org,,Salesforce
221936,,Saffet Laçin,,[Unknown],sfftlcn@gmail.com,,
11207805,Inactive Investor,Lauren Collins,Client Service Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,lauren.collins@ubs.com,,Salesforce
11087075,Inactive Investor,Jamie Swasey,,"Osaic Wealth, Inc. Sudbury MA 327A Boston Post Rd",,,Salesforce
10780823,Inactive Investor,Phyllis Sarabyn,,"Wells Fargo Clearing Services, LLC Saint Joseph MI 500 Momany Dr",phyllis.sarabyn@wellsfargoadvisors.com,,Salesforce
10881981,Inactive Investor,Jenny Redington,Financial Advisor,Edward Jones Loves Park IL 4021 N Mulford Rd,jenny.redington@edwardjones.com,,Salesforce
9616015,,NIKOLAOS KATSOGRIDAKIS,,,nikoskatso61@gmail.com,,List import
9547979,,Lawrence Harden,,,lharden_4@yahoo.com,,List import
11202808,Inactive Investor,Gabriel Wilson,Wealth Manager,Creative Planning Webster Groves MO Private Residence,gabriel.wilson@creativeplanning.com,,Salesforce
9634596,,Louis Bertocci,,,lbertocci@bvlp.com,,List import
10984400,Inactive Investor,Debra OFarrell,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
9608866,,Nejc Bizjak,,,nejc.bizjak@bitstamp.net,,List import
11075064,Inactive Investor,Darhyl Pulley,Financial Advisor,Lincoln Investment Albemarle NC 232 N 2nd St,,,Salesforce
9588123,,Steven Miller,,,smiller@sagerc.com,,List import
11086458,Inactive Investor,Robert York,,NYLIFE Securities LLC Sullivan MO 101 N Clark St,ryork@ft.newyorklife.com,,Salesforce
11008916,Inactive Investor,John Cote,,"Allstate Financial Services, LLC Cedar Knolls NJ 228 Ridgedale Ave",jcote@allstate.com,,Salesforce
9592479,,Claus Breternitz,,,breterni@gmx.de,,List import
10827993,Inactive Investor,Justin Steers,,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,justin.steers@morganstanley.com,,Salesforce
10620728,,Satoshi Nakamoto,,,newsatoshinakamoto@gmail.com,,Web Form Fillout
9550726,,Sebastian F,,,sebastianflennert@gmx.de,,List import
9591272,,Catherine Silvers,,,c.arevalo19@gmail.com,,List import
11090681,Inactive Investor,Leena Howard,Compliance Officer;Vice President,"Bankoh Investment Services, Inc.",leena.howard@boh.com,,Salesforce
229951,, -,,[[Unknown]],charleslilly37@hotmail.com,,Organic Search
10897547,Inactive Investor,Brandon Tramper,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Byron Center MI 7700 Byron Center Ave SW",brandon.tramper@ampf.com,,Salesforce
9569340,,Bradford Gardner,,,bradg@bfminvest.com,,List import
9639469,,Patrick Lauener,,,patrick.lauener@trilake-partners.com,,List import
11239771,,[Unknown],,,eric.aragon@gmail.com,,Web Form Fillout
10997566,Inactive Investor,Krystal Chevis,,J.P. Morgan Securities LLC Lafayette LA 800 W Pinhook Rd,krystal.chevis@chase.com,,Salesforce
11095491,Inactive Investor,Kristine Reynal,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",kristine.louis.reynal@bofa.com,,Salesforce
11069419,Inactive Investor,Angelica Khlaid,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10875714,Inactive Investor,Phillip Cook,,PFS Investments Inc. Tulsa OK 10827 S Memorial Dr,phillip.cook@primerica.com,,Salesforce
10775274,Inactive Investor,Michelle Pagano,,Morgan Stanley New York NY 55 E 52nd St,michelle.pagano@morganstanley.com,,Salesforce
10807674,Inactive Investor,Phillip Lau,,LPL Financial LLC Valencia CA 27918 Franklin Pkwy,phillip.lau@lpl.com,,Salesforce
9641274,,Matt Munyon,,,matt.munyon@swartzbaugh.com,,List import
11039306,Inactive Investor,Jeffrey Bogan,,"Allstate Financial Services, LLC Naples FL 2425 Tamiami Trl N",jeffreybogan@allstate.com,,Salesforce
11116232,Inactive Investor,Patrick Millard,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,patrick.millard@fidelity.com,,Salesforce
11185430,Inactive Investor,Henry Jeng,Branch Manager,"Wells Fargo Clearing Services, LLC Abingdon MD 400 Constant Friendship Blvd",hank.jeng@wellsfargoadvisors.com,,Salesforce
11229079,Inactive Investor,Thomas Abramo,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9611708,,Jamie Hoyle,,,jamie@mirrorweb.com,,List import
11208941,Inactive Investor,Francia Davis,Premier Banker,"Wells Fargo Clearing Services, LLC Asheville NC 912 Tunnel Rd",francia.davis@wellsfargo.com,,Salesforce
9614228,,Nick Laxton,,,nick.laxton@fieldhousecap.com,,List import
9593043,,FAM Badiuzzaman,,,mttledu.info@gmail.com,,List import
11157333,Inactive Investor,Matthew Wood,,"Northwestern Mutual Investment Services, LLC Albert Lea MN 206 N Broadway Ave",,,Salesforce
9639645,,Matt Williams,,,williamsm@kwfdn.org,,List import
10824917,Inactive Investor,Ralph Cross,,"Wells Fargo Advisors Financial Network, LLC Hot Springs National Park AR 835 Central Ave",ralph.cross@wfafinet.com,,Salesforce
9540639,,Craig Cohen,,,ccohen@bramautogroup.com,,List Import
10973327,Inactive Investor,Pedro Lopez,,"Concourse Financial Group Securities, Inc. Lancaster PA 2160 Lincoln Hwy E",pedro.lopez@concoursefinancial.com,,Salesforce
10778687,Inactive Investor,Raul Pineda,Managing Director,Morgan Stanley New York NY 1585 Broadway,raul.pineda@morganstanley.com,,Salesforce
10805845,Inactive Investor,Jiedan Lin,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,jenny.lin1@morganstanley.com,,Salesforce
11063967,Inactive Investor,Valerie Sitarz,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,,,Salesforce
10864418,Inactive Investor,Scott Campbell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10865690,Inactive Investor,Alfred Schefer,,"Equity Services, Inc. Smithtown NY 51 E Main St",aschefer@nationallife.com,,Salesforce
11228789,Inactive Investor,Terrence Geary,,"Sanctuary Securities, Inc. Elgin IL 1 Douglas Ave",tgeary@sanctuarywealth.com,,Salesforce
11035552,Inactive Investor,Trevor Harrison-Rawn,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",trevor.e.harrison-rawn@nm.com,,Salesforce
10849899,Inactive Investor,Anat Yoder,Chief Executive Officer;Owner;Principal;Regulatory Contact,Yoder Wealth Management,anat@yoderwm.com,,Salesforce
10786215,Inactive Investor,Gabriel Andrews,Financial Advisor,"Wells Fargo Clearing Services, LLC Auburn WA 101 Auburn Way N",gabriel.andrews@wellsfargoadvisors.com,,Salesforce
10614584,,Klara Leon,Financial Advisor,,klara.leon@raymondjames.com,,List Import
11297264,Active Investor,Josef Stauber,,Josef Stauber,jstauber@hotmail.de, +41798681618,Salesforce
9605043,,Raymond Jackson,,,rjackson@franklinparkllc.com,,List import
11133570,Inactive Investor,Brian Bulger,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
10924025,Inactive Investor,Burnese Calhoun,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,burnese.calhoun@primerica.com,,Salesforce
246162,,Not Provided,Program Analyst,DHS FEMA,deion.baker@fema.dhs.gov,,Manual List Upload
11071984,Inactive Investor,Nathan Schmiege,,LPL Financial LLC Stephenson MI S938 US Hwy 41,nathan.schmiege@lpl.com,,Salesforce
10943503,Inactive Investor,Michael Cologero,,LPL Financial LLC Westwood NJ 345 Kinderkamack Rd,michael.cologero@lpl.com,,Salesforce
11095349,Inactive Investor,Earl Vanlandingham,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,ed.vanlandingham@morganstanley.com,,Salesforce
9565273,,Dale Crossley,,,dale@crossleyshear.com,,List import
9597716,,Dan Kraus,,,dan.kraus@austinprivatewealth.com,,List import
10856717,Inactive Investor,Leslie Cook,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 2300 Henderson Mill Rd NE",leslie.a.cook@ampf.com,,Salesforce
10613639,,Victor Falci,Financial Advisor,,vfalci@financialguide.com,,List Import
11120010,Inactive Investor,Lynn Frehner,Financial Advisor,LPL Financial LLC Irvine CA 300 Spectrum Center Dr,lynn.frehner@lpl.com,,Salesforce
10782634,Inactive Investor,Daryl White,,J.P. Morgan Securities LLC Houston TX 600 Travis St,daryl.white@jpmorgan.com,,Salesforce
10766388,Inactive Investor,Debra Cross,Financial Advisor,Edward Jones Delavan WI 1034 Ann St,debra.cross@edwardjones.com,,Salesforce
10750514,Inactive Investor,Ivonne Crespi-Borras,,"MML Investors Services, LLC San Juan 151 Calle Federico Costa",,,Salesforce
11055871,Inactive Investor,John Sutton,,State Farm VP Management Corp. Elgin IL 1380 Dundee Ave,john.sutton.a21d@statefarm.com,,Salesforce
10657033,,Biff Behr,,,biff.behr@equitable.com,,List Import
10845820,Inactive Investor,Paige Christenberry,,Cetera Investment Services LLC,,,Salesforce
9636707,,Robert Carr,,,rcarr@moorscabot.com,,List import
10868868,Inactive Investor,Jennifer Lambert,Chief Compliance Officer;Managing Member,"Peavine Capital, LLC",jlambert@peavinecapital.com,,Salesforce
9638601,,Vlad Baytchev,,,vbaytchev@ucsd.edu,,List import
11113451,Inactive Investor,Rian Steinbiss,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,rsteinbiss@lincolninvestment.com,,Salesforce
9569569,,Thomas Blakey,,,tblakey@yahoo.com,,List import
9573881,,Elbert Low,,,elbert.low@point72.com,,List import
10918720,Inactive Investor,Ruth Giardina,Chief Compliance Officer;Regulatory Contact;Service Manager,"St. Denis J. Villere & Co., LLC",ruthanneg@villere.com,,Salesforce
10967208,Inactive Investor,Bao Vo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10878801,Inactive Investor,Alejandro Eslava Cortes,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 8320 Hanley Rd",alejandro.eslava@ml.com,,Salesforce
10963089,Inactive Investor,Jorie Pitt,Partner;Senior Wealth Advisor,"Mission Wealth Management, LP",jpitt@missionwealth.com,,Salesforce
10656545,,Scott Turyna,,,scott.turyna@ceterafs.com,,List Import
10907284,Inactive Investor,Christopher Douse,,State Farm VP Management Corp. Augusta GA 2100 Central Ave,chris.douse.un7w@statefarm.com,,Salesforce
248497,,tom ink,product manager,Fisherman,potatoshark1000@gmail.com,,Manual List Upload
9590727,,Patrick Kung,,,luyie81@gmail.com,,List import
11033130,Inactive Investor,Justin Brandt,Financial Advisor,"Ameriprise Financial Services, LLC Tacoma WA 2323 N 30th St",justin.brandt@ampf.com,,Salesforce
10813134,Inactive Investor,Angela Shaw,Directors Assistant;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",angela2.shaw@ml.com,,Salesforce
10839589,Inactive Investor,Heather Lore,,"HighTower Securities, LLC Golden CO 1726 Cole Blvd",hlore@hightoweradvisors.com,,Salesforce
11009306,Inactive Investor,Terri Groth,,"Pruco Securities, LLC. Little Chute WI 300 Patriot Dr",terri.groth@prudential.com,,Salesforce
341614,,Angela Fannon,Member And Chief Financial Officer,"Lord, Abbett & Co. Llc",afannon@lordabbett.com,201-827-2000,Manual List Upload
11197346,Inactive Investor,Nicholas Milana,,Bolton Global Capital Wellington FL Private Residence,nmilana@boltonglobal.com,,Salesforce
11205190,Inactive Investor,Shreejay Purohit,,LifeMark Securities Corp. Trenton NJ 8 Quakerbridge Plz,spurohit@lifemark.com,,Salesforce
11187562,Inactive Investor,Dustin Haraway,,"Raymond James Financial Services, Inc. Huntsville AL 129 Washington St NE",dustin.haraway@raymondjames.com,,Salesforce
9607103,,Yumi Hong,,,yumi.hong.kr@gmail.com,,List import
10835869,Inactive Investor,Scott Hill,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",scott.hill@rbc.com,,Salesforce
10886740,Inactive Investor,Wolfgang Sailler,Financial Planner;Member,"Goldmark Financial Planners, LLC",,,Salesforce
11202581,Inactive Investor,Shawn Jiles,Partner;Private Wealth Advisor,Cyndeo Wealth Partners Lake Mary FL 801 International Pkwy,shawnjiles@bisonwealthllc.com,,Salesforce
10866744,Inactive Investor,Marion Parker,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,marion.parker@jpmorgan.com,,Salesforce
10948370,Inactive Investor,Austin Parker,Client Service Coordinator,"Ameriprise Financial Services, LLC Kosciusko MS 106 E Washington St",austin.parker@ampf.com,,Salesforce
11108411,Inactive Investor,Timothy Kush,Financial Advisor,"Wells Fargo Clearing Services, LLC Duluth MN 222 W Superior St",timothy.kush@wellsfargo.com,,Salesforce
10828454,Inactive Investor,Stewart Parker,Director,Robert W. Baird & Co. Incorporated Columbia TN 500 W 7th St,sjparker@rwbaird.com,,Salesforce
11034310,Inactive Investor,Barry Stoey,Senior Relationship Director,"Principal Securities, Inc. Royal Oak MI Private Residence",stoey.barry@principal.com,,Salesforce
10794959,Inactive Investor,Yvonne Nirelli,,"Cadaret, Grant & Co., Inc. Canastota NY 186 Canal St",ynirelli@cadaretgrant.com,,Salesforce
11161368,Inactive Investor,Monica Simpson,Financial Consultant;Managing Director,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",monica.simpson@wellsfargoadvisors.com,,Salesforce
10978320,Inactive Investor,Daniel Fazah,,J.P. Morgan Securities LLC Warwick RI 685 Bald Hill Rd,daniel.fazah@chase.com,,Salesforce
10969602,Inactive Investor,Luis Sabogal,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10657581,,Annette Marker,,,amarker@williamblair.com,,List Import
11125585,Inactive Investor,Joshua Charles,,"Raymond James Financial Services, Inc. Rockville MD 2000 Tower Oaks Blvd",joshua.hatfieldsmith@raymondjames.com,,Salesforce
9549222,,Oliver Townsend,,,oliver.townsend@citadel.com,,List import
10596521,,Jeremy Kromer,,,jeremy@rkretirementsolutions.com,,Web Form Fillout
11022254,Inactive Investor,Daniel Dubeau,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,daniel.dubeau@morganstanley.com,,Salesforce
11235444,Inactive Investor,Nannette Kamien,Director;Financial Advisor,Echo45 Advisors LLC Carlsbad CA Private Residence,nkamien@echo45advisors.com,,Salesforce
10861414,Inactive Investor,Anis Jelassi,,J.P. Morgan Securities LLC Brooklyn NY 4323 18th Ave,anis.jelassi@jpmorgan.com,,Salesforce
180565,,Ryan Gold,,[Unknown],rc_gold99@yahoo.com,,
11229973,Inactive Investor,Joadine Venescar,,NYLIFE Securities LLC Edison NJ 379 Thornall St,jvenescar@ft.newyorklife.com,,Salesforce
11117233,Inactive Investor,Jennifer Aceves,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",jennifer_aceves@ml.com,,Salesforce
9558928,,Philip Maass,,,philip.maass@thrivent.com,,List import
348267,,Christopher Shea,Member,Intrinsic Investors Llc,cshea@intrivest.com,414-831-5700,Manual List Upload
9591306,,Akhil Nanda,,,akncryp@gmail.com,,List import
10975148,Inactive Investor,Shane Suders,,LPL Financial LLC Pittsburgh PA 532 Lincoln Ave,shane.suders@lpl.com,,Salesforce
11121454,Inactive Investor,Anthony Bonafede,Director - Compliance,Commonwealth Financial Network San Diego CA 600 W Broadway,abonafede@commonwealth.com,,Salesforce
10852162,Inactive Investor,Austin Cornish,Financial Advisor,Oppenheimer & Co. Inc. Portsmouth NH 1 Harbour Pl,austin.cornish@opco.com,,Salesforce
10802839,Inactive Investor,Nicholas Jallos,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington MI 27755 Stansbury Blvd",nicholas.jallos@wellsfargoadvisors.com,,Salesforce
10821856,Inactive Investor,Nathanal Coffey,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9560587,,Roy Hundhausen,,,jason.hundhausen@kmsfinancial.com,,List import
11093109,Inactive Investor,David Faucette,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",josh.faucette@wellsfargo.com,,Salesforce
10753589,Inactive Investor,Scott Nettune,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",scott.nettune@ml.com,,Salesforce
10928764,Inactive Investor,Leonard Rowley,,Cetera Advisor Networks LLC Grand Haven MI Private Residence,,,Salesforce
10853908,Inactive Investor,Patrice Macgibbon,Financial Consultant,OneDigital Investment Advisors Hopkins MN 10900 Wayzata Blvd,pmacgibbon@onedigital.com,,Salesforce
10487469,,Kenneth Thomson,Financial Advisor,"Cambridge Investment Research Advisors, Inc.",dthomson@evosllc.com,,List Import
9573847,,??? unknown,,,strawberry@poba.or.kr,,List import
10964272,Inactive Investor,Zachery Adams,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9618036,,David Pollok,,,david.pollok@lighthousepartners.com,,List import
135433,,J. Morris,,"Kestra Advisory Services, Llc",j..morris@kestrafinancial.com,,
11042955,Inactive Investor,Patrick Andreas,,"Farmers Financial Solutions, LLC Faribault MN 400 4th St NW",pandreas@farmersagent.com,,Salesforce
9583750,,Anthony Cimini,,,anthony@harveypartners.com,,List import
11095733,Inactive Investor,Daniel Wendol,Chief Compliance Officer;Chief Executive Officer;Founder;President,Dolphin Financial Group,dwendol@dolphinfinancialgroup.com,,Salesforce
10993973,Inactive Investor,Christopher Ruiz,,"Wells Fargo Clearing Services, LLC Palmdale CA 38003 47th St E",,,Salesforce
10818815,Inactive Investor,Christopher Reetz,,"MML Investors Services, LLC Seattle WA 701 5th Ave",creetz@financialguide.com,,Salesforce
9611576,,Saher Alhindi,,,saher@samirgroup.com,,List import
10488028,,Travis Baldwin,"Co-Founder, Managing Member, Principal, Regulatory Contact","Congruent Investment Partners, LLC",tbaldwin@congruentinv.com,,List Import
219466,,Alex Harvey,,[Unknown],ach140@georgetown.edu,,
11022911,Inactive Investor,Susan Weagant,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,sweagant@primerica.com,,Salesforce
10903352,Inactive Investor,Alexander Esposito,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",alexander.esposito@ml.com,,Salesforce
9625801,,Kin yan Cheung,,,frankieky888@gmail.com,,List import
10551072,,Nina Leblanc,,,ninaleblanc1@gmail.com,,Web Form Fillout
9643337,,Jeffrey Lunsford,,,jeff@tealium.com,,List import
335732,,Blake Steele,,Creative Planning,blake.steele@thinkingbeyond.com,913-338-2727,
342082,,Terence Tinnelly,Chief Executive Officer & Director,Innocap Global Investment Management (ireland) Ltd,terence.tinnelly@innocap.com, -601823,Manual List Upload
10849784,Inactive Investor,Alexander De Oliveira,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",alexander.deoliveira@raymondjames.com,,Salesforce
11131846,Inactive Investor,Tamaine Prince,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,tamainesprince@primerica.com,,Salesforce
10752798,Inactive Investor,Steven Lewis,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC La Jolla CA 4250 Executive Sq",steven.lewis@rbc.com,,Salesforce
11087504,Inactive Investor,Madhuvanti Mali,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
11088535,Inactive Investor,Michael Isola,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",mike.isola@rbc.com,,Salesforce
10956695,Inactive Investor,Jose Luis Rodriguez Arizpe,Vice President,J.P. Morgan Securities LLC Houston TX 600 Travis St,jose-luis.rodriguez-arizpe@jpmorgan.com,,Salesforce
10863762,Inactive Investor,John Nelson,Financial Advisor,"Ameriprise Financial Services, LLC Des Moines IA 201 Court Ave",ben.nelson@ampf.com,,Salesforce
9624292,,Chris Renzelman,,,chrisrenzelman@gmail.com,,List import
10829897,Inactive Investor,Scott Brown,,NYLIFE Securities LLC Bel Air MD Private Residence,srbrown@ft.newyorklife.com,,Salesforce
9589610,,Robert Brown,,,cooper@rcbenergy.com,,List import
11134938,Inactive Investor,Tanya Crehan,Associate;Financial Representative,Thrivent Investment Management Inc. Southaven MS 5293 Getwell Rd,tanya.crehan@thrivent.com,,Salesforce
11009871,Inactive Investor,Marco Rivera,,LPL Financial LLC El Dorado Hills CA 4354 Town Center Blvd,marco.rivera@lpl.com,,Salesforce
337512,,Mike Corrigan,Affiliate Investment Advisor,"Harvest Investment Services, Llc",mike@corriganfs.com,630-613-9230,Manual List Upload
10981422,Inactive Investor,James Keenan,,"David Lerner Associates, Inc.",james.keenan@davidlerner.com,,Salesforce
10981491,Inactive Investor,John Delaney,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
10935936,Inactive Investor,Gregory Scrydloff,,B. Riley Wealth Management New City NY 20 Squadron Blvd,,,Salesforce
9582944,,David Hall,Director,Fisher Investments,d.hall@fi.com,,List import
9620128,,MOHD HAFIZ FAIZAL IBRAHIM,,,hafiz.fintech@gmail.com,,List import
246277,,Not Provided,,NFA,kwuertz@nfa.futures.org,,Manual List Upload
10946533,Inactive Investor,Steven Park,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,steven.park@fmr.com,,Salesforce
10767541,Inactive Investor,Stephen Cooley,Regional Vice President,PFS Investments Inc. Madison WI 437 S Yellowstone Dr,stephen.cooley@primerica.com,,Salesforce
9565299,,James McNair,,,robmcnair55337@gmail.com,,List import
10936467,Inactive Investor,Kathy O'Connor,Chief Compliance Officer;Managing Member;Partner;President,KJ Capital Management LLC,kathy@kjcapitalmanagement.com,,Salesforce
10985303,Inactive Investor,Eric Breitenbach,Financial Advisor,"One + One Wealth Management, LLC",eric@oneplusonewealth.com,,Salesforce
10909314,Inactive Investor,Michael Brandone,,"GLP Investment Services, LLC",mbrandone@glpwins.com,,Salesforce
10892108,Inactive Investor,John Kaspar,Financial Advisor,Edward Jones Hutto TX 305 Main St,john.kaspar@edwardjones.com,,Salesforce
9550942,,Matt Press,,,matt.press@gmail.com,,
9590372,,Paul Pless,,,ppless@newcapitalpartners.com,,List import
11218761,,Brian Ullmann,,,brian.ullmann@lpl.com,,Other
11160176,Inactive Investor,Angela Hall,,State Farm VP Management Corp. Palm Coast FL 800 Belle Terre Pkwy,angel.hall.hvu8@statefarm.com,,Salesforce
10494077,,Hillary Keitel,Relationship Manager,Bloomberg,hkeitel@bloomberg.net,,List Import
10956493,Inactive Investor,Matthew Carpenter,Financial Advisor,The Estate Planners Group,,,Salesforce
9609745,,Melvin van Esch,,,melvinvanesch1@gmail.com,,List import
9555141,,James White,,,jameswhite@financialguide.com,,
10768902,Inactive Investor,Pamela Rasmussen,Institutional Consulting Associate;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,pamela.peters@morganstanley.com,,Salesforce
11023539,Inactive Investor,Jillaine Squires,,"Harbour Investments, Inc. Madison WI 625 N Segoe Rd",,,Salesforce
10842424,Inactive Investor,Patrick Barrett,,"Kestra Investment Services, LLC Anacortes WA 1809 Commercial Ave",,,Salesforce
11051344,Inactive Investor,Brent Hagen,Financial Advisor,"MML Investors Services, LLC Pflugerville TX 100 S 2nd St",brenthagen@financialguide.com,,Salesforce
11108606,Inactive Investor,David Hansch,,"Independent Financial Group, LLC San Juan Capistrano CA 30921 Via Ultimo",,,Salesforce
10800767,Inactive Investor,Brian Katz,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,brian.n.katz@morganstanley.com,,Salesforce
10997397,Inactive Investor,Rachel Mccaslin,,"Empower Financial Services, Inc",rachel.mccaslin@empower.com,,Salesforce
10890857,Inactive Investor,Casey Minnick,Director;Financial Advisor,UBS Financial Services Inc. Denver CO 4600 S Ulster St,casey.minnick@ubs.com,,Salesforce
10900355,Inactive Investor,Timothy Mcdermott,,Janney Montgomery Scott LLC Boca Raton FL 2385 NW Executive Center Dr,tmcdermott@janney.com,,Salesforce
10856551,Inactive Investor,John Manzatt,,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,john.manzatt@morganstanley.com,,Salesforce
10952452,Inactive Investor,Rodrigo Torres Pinto,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 4048 W Town Center Blvd",,,Salesforce
11191348,Inactive Investor,Maria Paredes,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,alejandra.paredes@morganstanley.com,,Salesforce
10999169,Inactive Investor,Eric Montgomery,,"Parkland Securities, LLC Englewood CO 16 Inverness Pl E",,,Salesforce
10851054,Inactive Investor,Bruce Honeycutt,Financial Advisor,LPL Financial LLC Raleigh NC 3900 Merton Dr,bruce.honeycutt@lpl.com,,Salesforce
370496,,Andy Arrowsmith,,[Unknown],andyarrowsmith@btopenworld.com,,Salesforce
9646552,,hadar cohen,,,mailtohadar@gmail.com,,List import
11002519,Inactive Investor,Wesley Choate,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",wesley.choate@nm.com,,Salesforce
10856685,Inactive Investor,Daniel Goldstein,Owner,"Daniel Goldstein, CFP",,,Salesforce
10784187,Inactive Investor,Kristin Maulsby,Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",kristin.maulsby@ml.com,,Salesforce
11196542,Inactive Investor,William Tecklenburg,,State Farm VP Management Corp. Westerville OH 102 County Line Rd W,,,Salesforce
9599407,,Matthew Cochrane,,,mcochrane@rboil.com,,List import
10837528,Inactive Investor,Andrew Hermsen,Member,"N.E.W. Advisory Services, LLC Oneida WI 1200 Centennial Centre Blvd",,,Salesforce
9607233,,Klaus Ziel,,,xlwinner@web.de,,List import
11138322,Inactive Investor,Laurence Hayes,,"Herold & Lantern Investments, Inc. Barrington IL 202 S Cook St",ljhayes@heroldlantern.com,,Salesforce
11151987,Inactive Investor,Yair Klyman,,"American Portfolios Financial Services, Inc. New York NY 675 3rd Ave",yklyman@americanportfolios.com,,Salesforce
9604457,,juan antonio mesa cruz,,,jmesacruz@gmail.com,,List import
11236683,Inactive Investor,Nathan Salimi,Financial Advisor,Protection Point Advisors,nathan@protectionpointadvisors.com,,Salesforce
10753278,Inactive Investor,David Vaughan,Board Member;Chief Financial Officer,"tru Independence Asset Management, LLC",,,Salesforce
9621606,,sumer bey,,,sumerabey@gmail.com,,List import
10980978,Inactive Investor,Eduardo Rondon,President,Shadowfax Investments LLC,,,Salesforce
8480666,,Yvan De Munck,,Bitcoin For Boomers,yvan@bitcoinforboomers.co,(203) 451-8669,List Import
10922142,Inactive Investor,Ananda Das,Financial Advisor,LPL Financial LLC Tucson AZ 1647 N Swan Rd,ananda.das@lpl.com,,Salesforce
6578770,,imam uddin,,,iu543274@gmail.com,,Web Form Fillout
10840582,Inactive Investor,Nancy Castro,Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,nancy.castro@morganstanley.com,,Salesforce
10805111,Inactive Investor,David Frizzell,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,david.frizzell@morganstanley.com,,Salesforce
10779227,Inactive Investor,Patricia Lauer,,William Blair,plauer@williamblair.com,,Salesforce
349906,,Gaurav Lall,Managing Member,Vcp Financial Llc,glall@lpsfinancial.com,212-328-7876,Manual List Upload
10965621,Inactive Investor,Callum Redman,,"Raymond James Financial Services, Inc. Columbia MD 5950 Symphony Woods Rd",callum.redman@raymondjames.com,,Salesforce
10907414,Inactive Investor,Zachary Bindler,Managing Director;Partner;Wealth Advisor,"Cresset Asset Management, LLC",zbindler@cressetcapital.com,,Salesforce
9641374,,Steven Blackmon,,,niceguy1024@yahoo.com,,List import
11173124,Inactive Investor,Adam Gartside,Financial Advisor,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",agartside@pinnacleinvestments.com,,Salesforce
334871,,Zachary Means,President,Means Wealth Management,zachary.means@meansinvestment.com,120-794-76763,Manual List Upload
11004466,Inactive Investor,Roary Hutt,,PFS Investments Inc. Blue Springs MO 1200 NW South Outer Rd,roary.hutt@primerica.com,,Salesforce
10781357,Inactive Investor,Pedro Saiz,Senior Vice President - Investments,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,pedro.saiz@ubs.com,,Salesforce
10957066,Inactive Investor,Andrew Lavoie,Financial Consultant,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",,,Salesforce
10797258,Inactive Investor,Catherine Gathman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",catherine_gathman@ml.com,,Salesforce
9604130,,SCOTT MATHISON,,,smathison@circle.com,,List import
11015951,Inactive Investor,Angelica Tucker,,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,atucker@primerica.com,,Salesforce
10820378,Inactive Investor,Mary Azer,,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",mary.azer@raymondjames.com,,Salesforce
10973681,Inactive Investor,John Hakanson,Financial Advisor,Edward Jones Decatur TX 203 W Walnut St,chip.hakanson@edwardjones.com,,Salesforce
10939929,Inactive Investor,Heath Howell,Trust Investment Officer,"Raymond James & Associates, Inc.",heath.howell@raymondjames.com,,Salesforce
10789290,Inactive Investor,Richard Burns,Senior Relationship Manager,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11157514,Inactive Investor,David Murphy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10956942,Inactive Investor,Dallen Eddenfield,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dallen.eddenfield@fidelity.com,,Salesforce
10604416,,Jill Martin,Assoicate,Choreo,jill.martin@choreoadvisors.com,3195317403,List Import
9646283,,Robert Chaney,,,rlchaney@yahoo.com,,List import
218514,,Benjamin Gischke,,[Unknown],benjamin.gischke@gmail.com,,
10929067,Inactive Investor,Daniel Hanke,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",daniel.hanke@nm.com,,Salesforce
10594463,,Benjamin Ng,,,benjamin_ngtw@hotmail.con,,Web Form Fillout
150704,,Ricky Vann,,[Unknown],rickyvann5@gmail.com,,source
9561513,,Al GA,,,vi.tmnv@gmail.com,,List import
11198878,Inactive Investor,Alen Henry,,J.P. Morgan Securities LLC Concord NC 1255 Concord Pkwy N,alen.henry@jpmorgan.com,,Salesforce
11213283,Inactive Investor,Joshua Beaugrand,,"Avantax Investment Services, Inc. South Milwaukee WI 1125 Milwaukee Ave",,,Salesforce
11095466,Inactive Investor,Rachael Gambel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",rachael_gambel@ml.com,,Salesforce
11023259,Inactive Investor,Richard Israel,Agent,"Horace Mann Investors, Inc. Las Vegas NV 8490 S Eastern Ave",richard.israel@horacemann.com,,Salesforce
9563986,,Kevin Murphy,,,kevin.murphy@myavantax.com,,List import
9644217,,Steven Adams,,,steven.j.adams@ampf.com,,List import
10894331,Inactive Investor,Jacek Starzyk,,"Allstate Financial Services, LLC",jacekstarzyk@allstate.com,,Salesforce
11148677,Inactive Investor,Jennifer Dixon,,LPL Financial LLC Springfield MO 4130 S Fairview Ave,,,Salesforce
11165394,Inactive Investor,Matthew Machut,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,matthew.machut@gs.com,,Salesforce
368026,,Federico Dominguez,Advisor,,fd@cryptoncapital.net,5.41138E+11,Webinar
214829,,Dee moines,,[Unknown],dmgroup_2000@yahoo.com,,Paid Social
10752856,Inactive Investor,Peter Jansen,Financial Advisor,"Wells Fargo Clearing Services, LLC Ormond Beach FL 400 W Granada Blvd",peter.jansen@wellsfargo.com,,Salesforce
9563101,,Harrison Bromley,,,harrison.bromley@securepg.net,,List import
10869553,Inactive Investor,Vinita Brooks,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,vinita.brooks@fmr.com,,Salesforce
9581799,,Clara Jackson,,,cjackson@ta.com,,List import
11087480,Inactive Investor,Nicole Machado,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,nmachado@primerica.com,,Salesforce
10845556,Inactive Investor,Patricia Hinkson,,PFS Investments Inc. New York NY 301 W 135th St,patricia.hinkson@primerica.com,,Salesforce
11012418,Inactive Investor,Rachel Weldy,,"Principal Securities, Inc.",,,Salesforce
11047820,Inactive Investor,Marilyn Hajek,,"Waterford Capital, Inc.",,,Salesforce
11198140,Inactive Investor,Saralyn Rickman,,"J.W. Cole Financial, Inc. Saint Petersburg FL 721 1st Ave N",,,Salesforce
10920734,Inactive Investor,Cuong Dang,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,cuong.dang@primerica.com,,Salesforce
11141681,Inactive Investor,Jenelle Swartz,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,jenelle.swartz@primerica.com,,Salesforce
7061085,,Marie Johnson,,,veyohof450@terkoer.com,,Web Form Fillout
9562544,,Mieszko Mazur,,,mieszkomazur@gmail.com,,List import
10804972,Inactive Investor,Eugene Vallorani,Managing Partner;Owner,Asset Growth Associates Wealth Advisors,v_eugene@savemyretirement.com,,Salesforce
9629583,,Alexander Miles,,,amiles@kingfishercapital.com,,List import
10938418,Inactive Investor,Bawi Ceu,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11092168,Inactive Investor,Heather Spike,,Country Capital Management Company Independence OR 235 S Main St,h.spike@countryfinancial.com,,Salesforce
9594512,,James Lavery,,,jlavery@symmetrypartners.com,,List import
10823783,Inactive Investor,Robin Bratone,Senior Financial Associate,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",,,Salesforce
9604228,,Jeff Halpern,,,jeffrey.d.halpern@gmail.com,,List import
237329,, -,,[[Unknown]],jonathaneko54@gmail.com,,Paid Social
10935597,Inactive Investor,Thomas Higgins,,"Mutual of Omaha Investor Services, Inc. Tampa FL 7650 W Courtney Campbell Cswy",thomas.higgins@mutualofomaha.com,,Salesforce
11063813,Inactive Investor,John Anderson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10919494,Inactive Investor,Rickey Tutt,,PFS Investments Inc. Houston TX 13105 Northwest Fwy,rickey.tutt@primerica.com,,Salesforce
342542,,Tom Presper,"Founder, Financial Advisor","Presper Financial Architects, Llc",tom@presperfinancial.com,330-253-6000,Manual List Upload
9585968,,Danielle Cole,,,danielle@facetwealth.com,,List import
11061773,Inactive Investor,Marianne Schroeder,,LPL Financial LLC Gladstone OR 15 82nd Dr,marianne.schroeder@lpl.com,,Salesforce
11160602,Inactive Investor,Robert Gile,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Concord NH 70 Commercial St",bob.gile@benjaminfedwards.com,,Salesforce
9648445,,John Francis Gillespie Jr,,,johnfgillespie1@optonline.net,,List import
11189542,Inactive Investor,Terry Haines,,"Cambridge Investment Research, Inc. Waxhaw NC 5407 Davis Rd",,,Salesforce
9587477,,David Machemehl,"Chief Compliance Officer, President",Asset Management Corporation,dtm@assetmanagementcorporation.com,,List import
10884271,Inactive Investor,Nathan Beattie,Financial Advisor,Thrivent Investment Management Inc. Johnston IA 5404 NW 88th St,nathan.beattie@thrivent.com,,Salesforce
10898033,Inactive Investor,Lauren Kramer,Senior Client Relationship Associate,William Blair,lkramer@williamblair.com,,Salesforce
9621492,,Grayson McLeod,,,mcleodgrayson@gmail.com,,List import
10932749,Inactive Investor,Darek Macanowicz,,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",darek.macanowicz@nm.com,,Salesforce
344304,,Jamie Rutledge,,Kades-Margolis,jrutledge@4kmc.com,,
11014771,Inactive Investor,Brent Thompson,,Key Investment Services LLC Everett WA 1902 110th St SE,brent.thompson@key.com,,Salesforce
10917451,Inactive Investor,Durrette Ofosu,,"The Investment Center, Inc. Rex GA Private Residence",dofosu@investmentctr.com,,Salesforce
11092702,Inactive Investor,Andrew Kamees,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",andrew.kamees@prudential.com,,Salesforce
11202324,Inactive Investor,Sarah Cuddy,Financial Advisor,Robert W. Baird & Co. Incorporated Houston TX 4400 Post Oak Pkwy,scuddy@rwbaird.com,,Salesforce
10645369,,Pegie Price,,,pegie.price@primerica.com,,List Import
10906832,Inactive Investor,Ryan Lehman,Director - Investments,"Integrated Capital Management, Inc.",rlehman@icm-invest.com,,Salesforce
230654,, -,,[[Unknown]],rblevac@gmail.com,,Organic Search
10976855,Inactive Investor,Jake Moses,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
119176,,Nicholas Johnson,"Chief Compliance Officer, President, Senior Wealth Advisor, Vice President","Willis Johnson & Associates, Inc.",njohnson@wjohnsonassociates.com,713-439-1200,
10966381,Inactive Investor,Juliana Yamin,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,juliana.yamin@ubs.com,,Salesforce
11210072,Inactive Investor,Megan Rollins,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
51059,,Samuel Strum,Financial Services Professional,Eagle Strategies LLC,sstrum@ft.newyorklife.com,646-227-8888,
10785752,Inactive Investor,Jordan Paszczykowski,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
9541615,,?? ?,,,mac1765@naver.com,,List import
10756387,Inactive Investor,Charlie Meagher,,Kovack Securities Inc. Roswell GA 515 E Crossville Rd,charlie@kovacksecurities.com,,Salesforce
9595451,,Peter Quinn,,,pquinn@riverfrontig.com,,List import
232847,, -,,[Unknown],gracebutler000@gmail.com,,
11098563,Inactive Investor,Diego Mas,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,diego.s.mas@jpmorgan.com,,Salesforce
11148944,Inactive Investor,Mark Hammes,Financial Advisor,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,mark.hammes@thrivent.com,,Salesforce
9541618,,Eric Lund,,,elund13@gmail.com,,List import
10889954,Inactive Investor,Thomas Wilson,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,thomas.wilson@primerica.com,,Salesforce
10977262,Inactive Investor,Thomas Purl,,"FBL Marketing Services, LLC Ames IA 103 E 6th St",thomas.purl@fblfinancial.com,,Salesforce
11140606,Inactive Investor,Amy Mahoney,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,amy.mahoney@ubs.com,,Salesforce
1006158,Inactive Investor,Brendan Buckner,,Brendan Buckner,brendan.buckner@gmail.com,18019205640,Web Form
10767212,Inactive Investor,Patricia Meidell,Chairman,American Wealth Management,pat@financialhealth.com,,Salesforce
10873742,Inactive Investor,Andrew Peters,,Aegis Capital Corp. Sarasota FL 3400 S Tamiami Trl,,,Salesforce
11177311,Inactive Investor,Joshua Ashley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11144380,Inactive Investor,Roy Morris,Financial Planner;Financial Professional,PFG Advisors Phoenix AZ 7600 N 16th St,,,Salesforce
10948950,Inactive Investor,Kevin Carani,Director;Director - Institutional Advisory Services,Clearwater Capital Partners,kevin.carani@ccpwealth.com,,Salesforce
11111471,Inactive Investor,Andres Parra Parra,,J.P. Morgan Securities LLC Avenel NJ 1342 Saint Georges Ave,andres.parra-parra@jpmorgan.com,,Salesforce
10996301,Inactive Investor,Scott Christensen,Wealth Advisor,Merriman,scott@merriman.com,,Salesforce
10783446,Inactive Investor,James Meek,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Lexington KY 2365 Harrodsburg Rd",jmeek@tiaa-cref.org,,Salesforce
10760800,Inactive Investor,Louis Popielarcheck,Director - Alternative Investments;Financial Advisor;Portfolio Management Director;Senior Vice President;Workplace Advisor - Equ,Morgan Stanley Raleigh NC 3800 Glenwood Ave,louis.popielarcheck@morganstanley.com,,Salesforce
141639,,Rasheed Sheriff,Head of Equity Research,LYNEAR Wealth management,rasheed.sheriff@gmail.com,,Direct
10987519,Inactive Investor,Jeffery Heinrich,,"Allstate Financial Services, LLC Aurora CO 5001 S Parker Rd",jefferyheinrich@allstate.com,,Salesforce
11166924,Inactive Investor,Christopher Varga,Financial Advisor,LPL Financial LLC South Bend IN 53700 Generations Dr,chris.varga@lpl.com,,Salesforce
10763289,Inactive Investor,Robert Marquardt,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Cleveland OH 30050 Chagrin Blvd",robert.marquardt@wellsfargoadvisors.com,,Salesforce
9599853,,Arnold Kiman,,,arnold.kiman@thinkingbeyond.com,,List import
10819032,Inactive Investor,Sean Babin,Financial Advisor,Edward Jones Scottsdale AZ 9383 E Bahia Dr,sean.babin@edwardjones.com,,Salesforce
11015082,Inactive Investor,Glenn Block,,PFS Investments Inc. Little Rock AR 3 Innwood Cir,gblock@primerica.com,,Salesforce
9643519,,Haaris Zafar,,,haariszafar@yahoo.com,,List import
11034470,Inactive Investor,Rhonda Herrick,,NYLIFE Securities LLC Tarkio MO 501 Main St,dcolflesh4@ft.newyorklife.com,,Salesforce
11104754,Inactive Investor,Anthony Menna,Client Service Associate;Sales Associate,"Raymond James & Associates, Inc. Ann Arbor MI 350 S Main St",anthony.menna@raymondjames.com,,Salesforce
10958748,Inactive Investor,Michele Obenauf,,Cetera Investment Services LLC New Castle PA 32 N Mill St,,,Salesforce
10833070,Inactive Investor,Maxwell Getz,Financial Advisor,UBS Financial Services Inc. Detroit MI 1217 Woodward Ave,max.getz@ubs.com,,Salesforce
10440380,,Vinayak Pathak,,,vinayak.pathak@gmail.com,,Web Form Fillout
11232065,Inactive Investor,Lindsay Conachy,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,,,Salesforce
11115870,Inactive Investor,Mary Robertson,,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",mary.robertson@wellsfargoadvisors.com,,Salesforce
9567140,,Diana Acosta,,,diana.acosta@ampf.com,,List import
10973940,Inactive Investor,Julianna Tomasso,,Fidelity Brokerage Services LLC,,,Salesforce
11222934,,Shawn Kravetz,,,shawn@esplanadecapital.com,,List import
10890528,Inactive Investor,Amy Gray,,Cetera Investment Services LLC Tipton IN 874 E Jefferson St,,,Salesforce
7578736,,Mike Y,,,mtyuenusa@yahoo.com,,Web Form Fillout
1003789,Inactive Investor,Steven Sitver,,Steven Sitver,steven.sitver@gmail.com,2032227142,Organic Search
10785811,Inactive Investor,Marsha Alexis,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,marsha.alexis@fidelity.com,,Salesforce
10753092,Inactive Investor,David Curley,Vice President - Investments,"Raymond James & Associates, Inc. Augusta GA 1325 Greene St",david.curley@raymondjames.com,,Salesforce
11219203,,Cole Gustke,,,cole.gustke@creativeplanning.com,,Other
10801418,Inactive Investor,David Luckhardt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.luckhardt@fidelity.com,,Salesforce
11083055,Inactive Investor,Daniel Gaugert,,"Capital Investment Group, Inc. Raleigh NC 525 E Jones St",,,Salesforce
11142300,Inactive Investor,Kenneth Huffine,,LPL Financial LLC South Windsor CT 225 Oakland Rd,ken.huffine@lpl.com,,Salesforce
10902801,Inactive Investor,Karyn Soroa,,Bolton Global Capital Miami FL 1441 Brickell Ave,ksoroa@boltonglobal.com,,Salesforce
10872421,Inactive Investor,James Noland,,State Farm VP Management Corp. San Angelo TX 3436 Sherwood Way,,,Salesforce
10659586,,Thomas Gruszka,,,thomas.gruszka@lpl.com,,List Import
10995322,Inactive Investor,Jessica Powers,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,jessicalynnpowers@primerica.com,,Salesforce
9575494,,Seema Chetal,,,schetal@firstrepublic.com,,List import
9592932,,Elisabeth Mays,,,emays@sheridanroad.com,,List import
11134448,Inactive Investor,Steven Guggenheimer,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,sguggenheimer@janney.com,,Salesforce
11220088,,Randall Ciccati,,,randall@domiinvestors.com,,Other
9547562,,Gerald Kane,,,gerald.kane@tfaconnect.com,,List import
10934453,Inactive Investor,Marlene Dixon,Financial Consultant,"Principal Securities, Inc.",dixon.marlene@principal.com,,Salesforce
336748,,Jordan Roach,Senior Consultant,Retirement Planners Of America,jordan.roach@moneymatters.net,469-246-3600,Manual List Upload
9614641,,Dan Gray,,,dgray374@yahoo.com,,List import
9611500,,kurt Van Braband,,,kurt.van.braband@gmail.com,,List import
11144935,Inactive Investor,Ibifuro Adoki,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
148437,,Gregory Cohen,,[Unknown],gregorcohen@gmail.com,,
11218003,,Michelle Soares,,,michelle.soares@jpmorgan.com,,List Import
9645342,,Ian Gale,,,igaleian@aol.com,,List import
9583193,,Steven Markel,,,smarkel@usplanning.com,,List import
10772114,Inactive Investor,Vivek Mehta,Associate,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,vivek.mehta1@morganstanley.com,,Salesforce
10975353,Inactive Investor,Kevin Szabados,,PFS Investments Inc. Mount Vernon WA 2210 Riverside Dr,kszabados@primerica.com,,Salesforce
11014527,Inactive Investor,Matthew Fuller,,"Beaconsfield Financial Services, Inc. Venango PA Private Residence",,,Salesforce
7063585,,Saj Karim,,Canaccord Genuity,skarim@cgf.com,519-241-8372,Web form fillout
11130227,Inactive Investor,Bryce Larson,,"First Citizens Investor Services, Inc. Santa Monica CA 1437 7th St",bryce.larson@firstcitizens.com,,Salesforce
10963458,Inactive Investor,Carole Hilderbran,Premier Banker,"Wells Fargo Clearing Services, LLC Brevard NC 114 Asheville Hwy",carole.hilderbran@wellsfargo.com,,Salesforce
10903415,Inactive Investor,Nathaniel Kukurudz,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11134758,Inactive Investor,Attilio Bianchi,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Ottawa IL 110 E Main St",gino.bianchi@prudential.com,,Salesforce
211618,,Felipe Rocha,Head of Finance,Capalino,felipe@capalino.com,,Content
11089411,Inactive Investor,Mark Robbins,Financial Advisor,LPL Financial LLC Moline IL 5301 44th Avenue Dr,mark.robbins@lpl.com,,Salesforce
11012709,Inactive Investor,Dylan Campbell,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 3095 54th Ave S",dylan.campbell@wellsfargo.com,,Salesforce
9540523,,Alexander Morcos,,Alexander Morcos,investments@barmhcapital.com,,3rd Party Lead Gen
11173686,Inactive Investor,Natasa Savich,Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",natasa_savich@ml.com,,Salesforce
10999247,Inactive Investor,Carmel Exum,Investment Advisor Representative,"Nelson Securities, Inc. San Diego CA 12555 High Bluff Dr",cexum@nelson-securities.com,,Salesforce
11122397,Inactive Investor,Sharon Striegl,,J.P. Morgan Securities LLC Sedona AZ 1300 W State Rte 89A,sharon.striegl@jpmorgan.com,,Salesforce
10505285,,Larry Umelmahay,Unemployed / Blockchain Developer & Investor in crypto,LarryScale,xyz.halim2003@gmail.com, -- .- .. .-.. / -- .,List Import
338501,,Danielle Schaefer-klyap,Chief Financial Officer,"Inherent Group, Lp",danielle@inherentgroup.com,646-494-0202,Manual List Upload
9643350,,Athanasios Dimitriou,,,docteur@medicalex.be,,List import
9582074,,Mark Fiskio,,,mfiskio@empiricalam.com,,List import
9570757,,Tal Gurion,,,tgurion@marinercapital.com,,List import
11120060,Inactive Investor,Duane Lusson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Ottumwa IA 527 W 2nd St",duane.j.lusson@ampf.com,,Salesforce
11027991,Inactive Investor,Jerry Dunivan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",jerry.dunivan@schwab.com,,Salesforce
10947894,Inactive Investor,Julie Ramos,,J.P. Morgan Securities LLC Fontana CA 14518 Baseline Ave,julie.ramos@jpmorgan.com,,Salesforce
10917364,Inactive Investor,Bobby Tsironis,Financial Advisor;Owner,Burnham & Company LLC,bob@burnhamandco.com,,Salesforce
9561586,,Steve Orr,,,sorr@pughcapital.com,,List import
11208389,Inactive Investor,Ryan Malec,Managing Partner;Partner;Regulatory Contact,Unified Investment Management Atlanta GA 1 Glen Lake Pkwy,ryan@unifiedim.com,,Salesforce
10649032,,Jensen Chung,,,j4496123@gmail.com,,Web Form Fillout
10798434,Inactive Investor,Lisa Thompson,Private Banker,"Wells Fargo Clearing Services, LLC Winter Springs FL 5600 Red Bug Lake Rd",lisa.barker@wellsfargoadvisors.com,,Salesforce
10938477,Inactive Investor,Brooke Furmanek,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11231022,Inactive Investor,Rachel Ingram,,LPL Financial LLC,,,Salesforce
11098841,Inactive Investor,Linh Truong,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10061 Talbert Ave",linh.truong@tfaconnect.com,,Salesforce
11059365,Inactive Investor,James Ruggerio,Vice President - Private Client Group,Fisher Investments Birmingham AL 216 Summit Blvd,j.ruggerio@fi.com,,Salesforce
10976159,Inactive Investor,Jessica Cayko,,Thrivent Investment Management Inc. Sidney MT 1050 S Central Ave,jessica.cayko@thrivent.com,,Salesforce
10487311,,Jason Devening,"Financial Advisor, Managing Director - Private Wealth Management",UBS Financial Services Inc.,jason.devening@ubs.com,,List Import
11153716,Inactive Investor,Kristopher Smith,,Cetera Advisor Networks LLC Fargo ND 1 2nd St N,,,Salesforce
157169,,Deividas Simkus,,[Unknown],deividynksht@gmail.com,,
10949747,Inactive Investor,Loni Martinson,,"American Fidelity Securities, Inc.",loni.martinson@americanfidelity.com,,Salesforce
10780670,Inactive Investor,Cynthia Timmons,Financial Advisor,"Wells Fargo Clearing Services, LLC Burleson TX 100 NW John Jones Dr",cindy.timmons@wellsfargo.com,,Salesforce
9579599,,Shawn Zelmore,,,shawn.zelmore@pnc.com,,List import
1001428,Inactive Investor,Brian Yoon,,Preqin,brian.yoon@preqin.com,,3rd Party Lead Gen
9562516,,Praveen matta,,,mattapraveen@gmail.com,,List import
9553083,,Damian Bondo,,,damian@bondsmen.com,,List import
10870822,Inactive Investor,Peri Diamond,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,peri.diamond@fidelity.com,,Salesforce
10880271,Inactive Investor,Steven Miller,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9573562,,Christopher Dechiario,,,cdechiario@marathonfund.com,,List import
11101442,Inactive Investor,Michael Kurland,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
10914996,Inactive Investor,James Nowak,Wealth Advisor,LPL Financial LLC Raleigh NC 3909 Sunset Ridge Rd,james.nowak@lpl.com,,Salesforce
10927314,Inactive Investor,Guillermo Del Toro Gomez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10781414,Inactive Investor,Ethan Reid,Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management;Workplace Advisor,Morgan Stanley Madison CT 741 Boston Post Rd,ethan.o.reid@morganstanley.com,,Salesforce
10963416,Inactive Investor,Patrick Cicchetti,Financial Advisor,"Sage, Rutty & Co., Inc.",pcicchetti@sagerutty.com,,Salesforce
11049559,Inactive Investor,Jonathan Slocum,Principal;Senior Financial Advisor,SYM Financial Advisors Mishawaka IN 4215 Edison Lakes Pkwy,jslocum@sym.com,,Salesforce
10756971,Inactive Investor,Ryan Sharp,Financial Advisor,Edward Jones Lockport IL 109 E 9th St,ryan.sharp@edwardjones.com,,Salesforce
11232034,Inactive Investor,Nasir Mansoor,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10997045,Inactive Investor,Susan Wieneke,,Bison Advisors Maple Grove MN Private Residence,,,Salesforce
9582619,,Seth Whicker,,,swhicker@sym.com,,List import
249080,,Jack Gao,Economist,Inet,jgao@ineteconomics.org,,Manual List Upload
11183147,Inactive Investor,Jane Kelley,Owner,Jane C. Kelley,,,Salesforce
11189347,Inactive Investor,James Brockett,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
10815526,Inactive Investor,Ann Ainsworth,Chief Compliance Officer;Chief Financial Officer;Corporate Secretary;Director;Investment Advisor;President;Shareholder,McFarland Associates Laguna Woods CA Private Residence,ann@mcfarland-associates.com,,Salesforce
10864781,Inactive Investor,Quinn Michelson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,aubrey.michelson@fmr.com,,Salesforce
9620813,,Alessandro Perroud,,,perroudalessandro@gmail.com,,List import
9582336,,Rikard Gruvberg,,,rikard.gruvberg@nordea.com,,List import
10769307,Inactive Investor,Thomas Coelho,,B. Riley Wealth Management Port Washington NY 8 Maple St,thomascoelho@brileywealth.com,,Salesforce
218831,,Marisa Phillips,,[Unknown],marisakirkphillips@gmail.com,,
10902149,Inactive Investor,Peter Nunley,,"IFP Securities, LLC",peter.nunley@ifpartners.com,,Salesforce
246388,,Not Provided,SR Accountant,US House of Representatives,pmattimore411@gmail.com,,Manual List Upload
10778731,Inactive Investor,Daniel Steinberg,,"American Portfolios Financial Services, Inc. Huntington NY 76 New York Ave",dsteinberg@americanportfolios.com,,Salesforce
8480802,,N/A N/A,,N/A,michael.schill@ampf.com,,List Import
11000597,Inactive Investor,Dana Sorrentino,,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",dana.sorrentino@raymondjames.com,,Salesforce
11091363,Inactive Investor,Donald Burns,Financial Professional,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",donaldbuns@financialguide.com,,Salesforce
10880817,Inactive Investor,Robert Irby,Financial Advisor,Commonwealth Financial Network Columbus NE 3056 33rd Ave,rirby@commonwealth.com,,Salesforce
11033988,Inactive Investor,John Banda,,Park Avenue Securities LLC Greenville SC 220 N Main St,,,Salesforce
11237187,Inactive Investor,William Lafferty,Investment Advisor,Fisher Investments Tampa FL 3405 W Dr Martin Luther King Jr Blvd,,,Salesforce
10930365,Inactive Investor,Steven Fincher,,"Osaic Wealth, Inc. Cumming GA 315 Allen St",,,Salesforce
1006058,Inactive Investor,hiren hiren,,TBD,hirenshukla2017@gmail.com,123456789,
9551607,,Michael McClure,,,m.mcclure@fi.com,,List import
9541937,,Robert Milam,,,rmilam@cerberus.com,,List import
11169504,Inactive Investor,Richard Vollmer,,"Principal Securities, Inc.",,,Salesforce
10981025,Inactive Investor,Xavier Zamora,Financial Advisor,Cetera Advisor Networks LLC Riverside CA 4270 Riverwalk Pkwy,xavier.zamora@lpl.com,,Salesforce
10881217,Inactive Investor,Stacey Morimoto,,Stax Capital,stacey@staxai.com,,Salesforce
11026795,Inactive Investor,William Bray,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,william.bray@primerica.com,,Salesforce
10854293,Inactive Investor,Zejia Leung,,J.P. Morgan Securities LLC Monterey Park CA 2600 Market Place Dr,kelvin.leung@jpmorgan.com,,Salesforce
10974509,Inactive Investor,Sean McQuin,,State Farm VP Management Corp. Mount Olive AL 2583 Mount Olive Rd,seanmcquin@statefarm.com,,Salesforce
10584742,,MARCO MARTOCCIA,,,academic3000@hotmail.com,,Web Form Fillout
10927377,Inactive Investor,Emma Leitson,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,emma.leitson@fmr.com,,Salesforce
9568028,,Karen Baer,,,kbaer@thecolonygroup.com,,List import
11238597,Inactive Investor,Chris Coborn,,Granite Partners,chris@granite.com,,Salesforce
11192673,Inactive Investor,Amber Soden,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",amber.soden@ml.com,,Salesforce
10785141,Inactive Investor,Susan Pena Lund,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,susan.penalund@ubs.com,,Salesforce
11083802,Inactive Investor,Lindsey Jones,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lindsey.jones@jpmorgan.com,,Salesforce
10644224,,John Gust,,,jgust@ft.newyorklife.com,,List Import
9593264,,Ali lai,,,pratag@gmail.com,,List import
11109341,Inactive Investor,Nicholas Pellito,Financial Advisor,Edward Jones Monticello FL 205 E Washington St,nicholas.pellito@edwardjones.com,,Salesforce
10821554,Inactive Investor,Victoria Pierce,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC New York NY 35 E 72nd St,victoria.pierce@jpmorgan.com,,Salesforce
11195415,Inactive Investor,Kaitlyn Barnes,Chief Compliance Officer;Financial Planner,"Financial Architects, LLC",kaitlyn@financialarchitectsllc.com,,Salesforce
11191909,Inactive Investor,Elizabeth Absher,Associate,Commonwealth Financial Network Birmingham AL 4924 Cahaba River Rd,eabsher@commonwealth.com,,Salesforce
10830837,Inactive Investor,Joel Singer,Vice President - Investments,"Raymond James & Associates, Inc. Anderson IN 2631 Enterprise Dr",,,Salesforce
11221892,,Steven Petcovic,,,spetcovic@wealthenhancement.com,,List Import
10903025,Inactive Investor,Francis Hamill,,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",hamill_frank@nlvmail.com,,Salesforce
2942504,,Johannes Mongatane,,,mongatane@gmail.com,,
10933985,Inactive Investor,Philip Pappas,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10769180,Inactive Investor,Michael Baruth,,PFS Investments Inc. Sioux Falls SD 3220 W 57th St,michael.baruth@primerica.com,,Salesforce
11065383,Inactive Investor,Stephen Cheng,,"Transamerica Financial Advisors, Inc Santa Clara CA 2975 Bowers Ave",stephen.cheng@tfaconnect.com,,Salesforce
10661734,,Ryan Laning,,,rlaning@akl-capital.com,,List Import
11145580,Inactive Investor,Donna Klicka,Business Development Associate;Portfolio Associate,Morgan Stanley Saint Paul MN 380 Saint Peter St,donna.j.klicka@morganstanley.com,,Salesforce
10910783,Inactive Investor,David Iannetto,Investment Advisor,"Raymond James Financial Services, Inc. Overland Park KS 9101 W 110th St",diannetto@financialguide.com,,Salesforce
11060994,Inactive Investor,Linda Smith,,PFS Investments Inc. Griffin GA 1454 Williamson Rd,linda.smith@primerica.com,,Salesforce
11144413,Inactive Investor,Stuart Berry,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",stuart.berry@truist.com,,Salesforce
11067976,Inactive Investor,Julie Boos,Business Manager;Chief Marketing Officer;Owner;Vice President,"Flood, Bumstead, McCready & McCarthy, Inc.",julie_boos@fbmm.com,,Salesforce
11085223,Inactive Investor,Jan Pekalski,Assistant Vice President;Consulting Group Analyst,Morgan Stanley Seattle WA 601 Union St,jan.pekalski@morganstanley.com,,Salesforce
11035682,Inactive Investor,Robert Cox,Financial Advisor,Edward Jones Fond Du Lac WI 68 N Main St,robert.cox@edwardjones.com,,Salesforce
10956111,Inactive Investor,Michael Ershaghi,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager;Principal,MPE Capital,,,Salesforce
11140695,Inactive Investor,Arturo Arredondo Lopez,,Citigroup Global Markets Inc.,,,Salesforce
11084865,Inactive Investor,John Foery,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 7624 Pineville Matthews Rd",john.foery@wellsfargo.com,,Salesforce
10659315,,Mark Tyszkiewicz,,,mark.tyszkiewicz@fmr.com,,List Import
10945450,Inactive Investor,Jonathon Mc Adow,Wealth Advisor,"Adapt Wealth Advisors, LLC",,,Salesforce
11152567,Inactive Investor,Shravan Harish,,Goldman Sachs & Co.,,,Salesforce
9564013,,Andy Bowman,,,andy@citadelfin.com,,List import
11080640,Inactive Investor,John Rohe,Regional Vice President,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",john.rohe@equitable.com,,Salesforce
10977640,Inactive Investor,Travis Washington,,J.P. Morgan Securities LLC Omaha NE 17430 W Center Rd,travis.washington@chase.com,,Salesforce
230849,, -,,[[Unknown]],hjazon@hotmail.com,,
76925,,Brian Johnson,"Chief Executive Officer, Financial Advisor, Managing Member, Partner, Regulatory Contact",Vinoble Group,brianj@vinoblegroup.com,206-317-6822,
10772641,Inactive Investor,Kelly Crane,,LPL Financial LLC Saint Helena CA 1127 Pope St,kelly.crane@lpl.com,,Salesforce
11068781,Inactive Investor,Marybel Castilleja,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11167183,Inactive Investor,Angela Kuno,,Cetera Advisor Networks LLC Austin TX 7200 N Mo Pac Expy,,,Salesforce
11025748,Inactive Investor,Terry Sapp,Chief Compliance Officer,"Live Oak Private Wealth, LLC Rocky Mount NC 210 Bryant St",terry.sapp@liveoakprivatewealth.com,,Salesforce
11027232,Inactive Investor,Peter Ledebuhr,Financial Advisor,LPL Financial LLC Naperville IL 1250 E Diehl Rd,peter.ledebuhr@lpl.com,,Salesforce
10864306,Inactive Investor,Merry Mingle,Senior Branch Office Administrator,Edward Jones Overland Park KS 6300 W 143rd St,merry.penhale@edwardjones.com,,Salesforce
11038768,Inactive Investor,Scott Morris,Financial Consultant,Thrivent Investment Management Inc. Ormond Beach FL 1366 N US Hwy 1,scott.morris@thrivent.com,,Salesforce
11056334,Inactive Investor,Robert Delogu,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",robert.delogu@schwab.com,,Salesforce
11129853,Inactive Investor,Kari Candelaria,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10870075,Inactive Investor,John Riester,Financial Advisor,"Citizens Securities, Inc. Cranston RI 5 Garden City Dr",john.c.riester@citizenssecurities.com,,Salesforce
10863825,Inactive Investor,Andrew Devantier,,"Osaic FA, Inc. Dublin OH Private Residence",andy.devantier@lfg.com,,Salesforce
11235738,Inactive Investor,Richard Haeufle,Investment Advisor Representative,"Horter Investment Management, LLC",rhaeufle@him-ria.com,,Salesforce
9617481,,Nicholas Johnstone,,,nicluvin21363@gmail.com,,List import
11040755,Inactive Investor,David Goldstein,,WealthPLAN Partners Rancho Mirage CA Private Residence,,,Salesforce
9618226,,Robert Boiardi,,,bboiardi@alpineassociates.com,,List import
9624522,,Mateo Besada,,,matucuervo98@gmail.com,,List import
10795612,Inactive Investor,Toni Panovec,Registered Associate;Senior Client Service Associate;Senior Registered Associate,Morgan Stanley Cleveland OH 200 Public Sq,toni.r.panovec@morganstanley.com,,Salesforce
11031022,Inactive Investor,Jason Giblet,Chief Compliance Officer;Chief Executive Officer,Gibco Capital Advisors,jgiblet@gibcocapital.com,,Salesforce
11030432,Inactive Investor,Lisa Sievers,Investment Advisor;Wealth Advisor,RW Investment Management LLC,,,Salesforce
11127000,Inactive Investor,Aaryn Maharaj,,State Farm VP Management Corp. Rochester NY 630 East Ave,aaryn.decker.pbz9@statefarm.com,,Salesforce
10998424,Inactive Investor,Jonathan Reagan,,Fidelity Brokerage Services LLC,jonathan.reagan@fidelity.com,,Salesforce
9598173,,Leanna Roberts,,,leanna@nbzcpa.com,,List import
11204393,Inactive Investor,Robert Hajny,Financial Advisor,"Equitable Advisors, LLC Roanoke VA 4502 Starkey Rd",robert.hajny@equitable.com,,Salesforce
9615904,,Terrance Johnson,,,johnsonhermit@aol.com,,List import
10816742,Inactive Investor,Gregory Miller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",gmiller@wfafinet.com,,Salesforce
45777,,Heather Ramlal,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",h.ramlal@transamerica.com,301-625-3107,
11156340,Inactive Investor,Charles Ouimette,Financial Consultant;Investment Advisor Representative,"Packerland Brokerage Services, Inc. Minocqua WI Private Residence",charles_ouimette@packerlandbrokerage.com,,Salesforce
11197409,Inactive Investor,Violeta Aviles,,"Farmers Financial Solutions, LLC Yucaipa CA 34664 County Line Rd",,,Salesforce
11096276,Inactive Investor,David Bass,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",david.bass@equitable.com,,Salesforce
11105475,Inactive Investor,Paula Harris,Co-Founder;Corporate Secretary;Director,WH Cornerstone Investments Inc.,pharris@whcornerstone.com,,Salesforce
10922957,Inactive Investor,Tracy Melton,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11101087,Inactive Investor,John Broadwater,Chief Investment Officer;Principal;Vice President,"The Arkansas Financial Group, Inc.",,,Salesforce
11171649,Inactive Investor,Matthew Reiter,Director;Limited Partner,WPWealth LLP,matthew.reiter@wpwealth.com,,Salesforce
11116017,Inactive Investor,Constantin Capellas,Wealth Management Advisor,"Osaic Wealth, Inc. Lake Oswego OR 5200 Meadows Rd",,,Salesforce
11137359,Inactive Investor,Sean Cain,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11230292,Inactive Investor,Stephanie Hall,,"FBL Marketing Services, LLC Okmulgee OK 610 E 6th St",stephanie.hall@fblfinancial.com,,Salesforce
10977488,Inactive Investor,Sonia Fuentes,,J.P. Morgan Securities LLC Bolingbrook IL 150 W Boughton Rd,sonia.e.fuentes@chase.com,,Salesforce
10834074,Inactive Investor,Michael Reid,Senior Vice President,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",,,Salesforce
10950718,Inactive Investor,Luis Hermijo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 3025 NW 87th Ave",luis.hermijo@ml.com,,Salesforce
11044922,Inactive Investor,Lisa Marie Gallagher,,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,lisa-marie.gallagher@ubs.com,,Salesforce
11146127,Inactive Investor,Gregory Pellizzon,Chief Executive Officer;Managing Director;Senior Portfolio Manager,Hollencrest Capital Management,gregoryp@hollencrest.com,,Salesforce
9548984,,Joseph Malear,,,josephmalear@gmail.com,,List import
11200911,Inactive Investor,Christopher Zeiders,,Cetera Advisor Networks LLC Camp Hill PA 25 S 35th St,zeidersc@ceteranetworks.com,,Salesforce
11086978,Inactive Investor,Eric Porter,,"Trustmont Financial Group, Inc. Monroeville PA 111 Whitehead Ln",eporter@trustmontgroup.com,,Salesforce
10948551,Inactive Investor,Maureen Atieno,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,maureen.atieno@fmr.com,,Salesforce
10816484,Inactive Investor,Michael Terry,,"Raymond James Financial Services, Inc. Marietta GA 4901 Olde Towne Pkwy",michael.terry@raymondjames.com,,Salesforce
9605473,,Aurora Luna,,,imagineradiology@gmail.com,,List import
10909390,Inactive Investor,Durraj Tase,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,DT Investments I LLC Lakewood Ranch FL 8066 Redonda Loop,durraj@dtinvestmentsllc.com,,Salesforce
11016282,Inactive Investor,Frank Barnett,Financial Advisor,"Osaic Wealth, Inc. Wausau WI 2620 Stewart Ave",,,Salesforce
10799149,Inactive Investor,Timothy Bullock,Financial Advisor,Edward Jones Westerville OH 39 N State St,tim.bullock@edwardjones.com,,Salesforce
9588925,,Steve Henning,,,steve@amberdata.io,,List import
9640810,,Jay Shah,,,jay.shah3@gmail.com,,List import
11063101,Inactive Investor,Stephan Miskjian,Senior Investment Advisor,"Sageview Advisory Group, LLC Valencia CA 27240 Turnberry Ln",smiskjian@sageviewadvisory.com,,Salesforce
9591013,,Mark Dickerson,,,mdickerson4@gmail.com,,List import
10621819,,Karen Lanza,,,karen@grayscale.com,,Web Form Fillout
10883411,Inactive Investor,Erik Ott,Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",erik.ott@ampf.com,,Salesforce
9628475,,Lonnie Ogulnick,,,lonnie@gordonwealth.net,,List import
10817243,Inactive Investor,Nadia Sayegh-Kamel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10996636,Inactive Investor,Sumaiya Woods,,J.P. Morgan Securities LLC Philadelphia PA 4001 Chestnut St,sumaiya.woods@jpmorgan.com,,Salesforce
11066574,Inactive Investor,Brett Briggs,,"Capitol Securities Management, Inc. Rochester NY 706 East Ave",,,Salesforce
10812424,Inactive Investor,Ricky Boyette,,"Raymond James Financial Services, Inc. Texarkana TX 2403 Moores Ln",ricky.boyette@raymondjames.com,,Salesforce
11043469,Inactive Investor,Peter McMahon,Financial Planner,"Osaic FA, Inc. La Jolla CA 4250 Executive Sq",peter.mcmahon@lfg.com,,Salesforce
10464646,,Александр ФОКС,,,capitan-alf@yandex.ru,,Web form fillout
10816148,Inactive Investor,Dowhene Clunis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",dowhene.clunis@ml.com,,Salesforce
11112977,Inactive Investor,Justin Pribilovics-Wade,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Orinda CA 25 Orinda Way",justin.pwade@wellsfargoadvisors.com,,Salesforce
9581537,,Gregory Feistel,,,gregory.feistel@thrivent.com,,List import
10558925,,Izi Behar,,,izib@hotmail.com,,Web Form Fillout
10772608,Inactive Investor,James Cadet,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",james.cadet@ml.com,,Salesforce
10943612,Inactive Investor,Rebecca Schroeder,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
232368,, -,,[[Unknown]],pureprostate@gmail.com,,
107388,,Jack Elgart,,Zimmer Partners,jackelgart@gmail.com,9176475284,Paid Search
197181,,Gregory Fasig,Director,"Aspiriant, Llc",gfasig@aspiriant.com,(513) 824-3100,
10807838,Inactive Investor,Dominic Stilletti,Financial Advisor,"Ameriprise Financial Services, LLC Bohemia NY 1 Corporate Dr",dominic.stilletti@ampf.com,,Salesforce
11054559,Inactive Investor,Mary Kloezeman,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Management Director,Morgan Stanley Burlingame CA 216 Lorton Ave,maryjo.kloezeman@morganstanley.com,,Salesforce
10936974,Inactive Investor,Patricia Miller,,"RBC Capital Markets, LLC Augusta GA 1450 Greene St",fran.miller@rbc.com,,Salesforce
11230402,Inactive Investor,Courtney Kitzman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9587988,,Nicholas Pagluica,,,npaglui@gmail.com,,List import
11049036,Inactive Investor,Susan Campion,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Greenville SC 325 W McBee Ave",susan.campion@firstcitizens.com,,Salesforce
10875350,Inactive Investor,Georg Wells,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",g.robin.wells@ml.com,,Salesforce
10817555,Inactive Investor,David Torrez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10510603,,Michael Puck,IAR,ZEGA Financial,mike.puck@zegafinancial.com,,List Import
11100100,Inactive Investor,Richard Kress,,"Osaic Wealth, Inc. Erie PA 2201 W Grandview Blvd",,,Salesforce
11111456,Inactive Investor,James Stynes,,Deutsche Bank Securities Inc.,james.stynes@db.com,,Salesforce
10859255,Inactive Investor,Kevin Allman,Director;Wealth Advisor,"The Mather Group, LLC",k.allman@themathergroup.com,,Salesforce
10938498,Inactive Investor,Craig Gingerich,Financial Advisor;Vice President,"Sage, Rutty & Co., Inc.",cgingerich@sagerutty.com,,Salesforce
9611607,,John Clark,,,jclark101@wi.rr.com,,List import
240868,,Seshamani Uma,,[Unknown],useshamani@janestreet.com,,Event
11081037,Inactive Investor,Connie Gois,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",connie_gois@ml.com,,Salesforce
10802585,Inactive Investor,Eric Uhlberg,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,eric.uhlberg@ubs.com,,Salesforce
10862123,Inactive Investor,Craig Waldie,,"Mercer Allied Company, L.P. Atlanta GA 3550 Peachtree Rd NE",,,Salesforce
10846307,Inactive Investor,Alexander Franki,Regional Vice President,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,alexander.franki@primerica.com,,Salesforce
9577344,,Steven Tananbaum,"Chief Investment Officer, Founding Partner, Limited Partner",GoldenTree Asset Management LP,stananbaum@goldentree.com,,List import
10615882,,George Palacios,,,george.d.palaciosjr@jpmorgan.com,,List Import
11171343,Inactive Investor,Lance Perry,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,lance_perry@vanguard.com,,Salesforce
10790187,Inactive Investor,Robert Valdivieso,Client Relationship Officer;Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10861049,Inactive Investor,Brett Heaton Juarez,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",brett.heatonjuarez@nm.com,,Salesforce
344080,,Rob Smith,Managing Partner,Castanea Partners Inc.,rsmith@castaneapartners.com,617-630-2400,Manual List Upload
11223076,,Steven Boyer,,,sboyer@retirementwealthadvisors.com,,List Import
11082906,Inactive Investor,Kevin Nick,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 1911 N Belcher Rd",kevin.nick@ml.com,,Salesforce
10760557,Inactive Investor,Ryan Ravenberg,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ryan.ravenberg@fidelity.com,,Salesforce
11181359,Inactive Investor,Adam Klimas,Financial Planner,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",adam.klimas@prudential.com,,Salesforce
10886755,Inactive Investor,Arthur Wharton,,Cetera Investment Services LLC Huntsville TX 1300 11th St,,,Salesforce
10959422,Inactive Investor,Manoj Lal,,"Truist Investment Services, Inc. Charlottesville VA 1425 Seminole Trl",manoj.lal@truist.com,,Salesforce
8480918,,Corinth Wong,,Plexus Inc. Limited,aaajamie@aim.com,,List Import
10764439,Inactive Investor,Thomas Robb,Financial Advisor,"Benjamin F. Edwards & Company, Inc. New London NH 292 Main St",thomas.robb@benjaminfedwards.com,,Salesforce
10855695,Inactive Investor,Steven Gradow,Chief Compliance Officer;Chief Investment Officer;Owner;President,"Gradow Capital Management, LLC",steve@gradowcap.com,,Salesforce
11027731,Inactive Investor,Yanibel Tavares Amaro,,J.P. Morgan Securities LLC New York NY 51 W 51st St,,,Salesforce
10955481,Inactive Investor,Valeriya Malevany,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10835585,Inactive Investor,Joshua Elmore,Financial Advisor,LPL Financial LLC Fishersville VA 32 Windward Dr,joshua.elmore@lpl.com,,Salesforce
9542181,,John Bottomley,,,john.bottomley@pm.me,,List import
11129154,Inactive Investor,Shan Bian,,J.P. Morgan Securities LLC Santa Clara CA 2200 El Camino Real,celine.bian@chase.com,,Salesforce
11027218,Inactive Investor,Robert Lawrence,,"Osaic Wealth, Inc. Provo UT 5314 N 250 W",,,Salesforce
3750748,,Ronald Woodley,,,birding.02.prowess@icloud.com,,Web Form Fillout
9634005,,Zach Bobker,,,zach@myspicesage.com,,List import
10802257,Inactive Investor,Brian Kaiser,Financial Advisor,Edward Jones Marshfield WI 617 W Blodgett St,brian.kaiser@edwardjones.com,,Salesforce
11165293,Inactive Investor,Jason Henderson,,Fidelity Brokerage Services LLC Columbia MD 10101 Twin Rivers Rd,jason.henderson@fmr.com,,Salesforce
11211300,Inactive Investor,Daniel Dupont,,"Wells Fargo Clearing Services, LLC Punta Gorda FL 314 Taylor St",dan.dupont@wellsfargo.com,,Salesforce
10836586,Inactive Investor,John Martin,Financial Advisor,"Wells Fargo Clearing Services, LLC Williamsburg VA 428 McLaws Cir",john.w.martin@wellsfargoadvisors.com,,Salesforce
11174011,Inactive Investor,William Ferry,Vice President,"Benjamin F. Edwards & Company, Inc.",bill.ferry@benjaminfedwards.com,,Salesforce
10763434,Inactive Investor,Daniel Rabatsky,Associate Vice President - Investments,"Raymond James & Associates, Inc. Wellesley Hills MA 60 William St",daniel.rabatsky@raymondjames.com,,Salesforce
1003055,Inactive Investor,Stuart Martin,,Platinum Capital Management,s.martin@platinumfunds.com,,3rd Party Lead Gen
9575719,,aaron rojas -,,,admon@mechanicalvent.com,,List import
6292984,,Renee Smith,,,ylxnwjbv@triots.com,,Web Form Fillout
11041280,Inactive Investor,Thomas Hall,Financial Advisor,Edward Jones Clinton NC 608 Beaman St,tc.hall@edwardjones.com,,Salesforce
10993671,Inactive Investor,John Campbell,,MissionSquare Investment Services,,,Salesforce
10811682,Inactive Investor,William Mason,,"Mason Securities, Inc. Reston VA 11130 Sunrise Valley Dr",,,Salesforce
10956062,Inactive Investor,Harper Jones,Financial Advisor,D.A. Davidson & Co. Kennewick WA 1410 N Pittsburg St,,,Salesforce
11026962,Inactive Investor,Juana Martinez,,PFS Investments Inc. Rancho Cucamonga CA 9330 Baseline Rd,juana.martinez@primerica.com,,Salesforce
10814590,Inactive Investor,Kevin Michalzuk,Executive Director;Private Wealth Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,amanda.michalzuk@morganstanleypwm.com,,Salesforce
11213092,Inactive Investor,Jeff Lee,,Fidelity Brokerage Services LLC South Jordan UT 1421 W Palmer Park Ln,,,Salesforce
10767219,Inactive Investor,Donald Vincenti,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Fresno CA 7112 N Fresno St",,,Salesforce
10611197,,Nancy Kiely,"Financial Advisor, Senior Financial Advisor, Vice President",,nancy.kiely@ml.com,,List Import
10365090,,Michael Bramble,,,greetingswashington1@gmail.com,,Web Form Fillout
10894879,Inactive Investor,Jeffrey Keagle,Financial Advisor,Edward Jones Crossville TN 19 Miracle Ln,jeff.keagle@edwardjones.com,,Salesforce
10511402,,Bilal Zareen,,,bilalzareen99@gmail.com,,Web Form Fillout
124199,,Tony Dorn,Principal,"Moneta Group Investment Advisors, Llc",adorn@monetagroup.com,314-726-2300,Manual List Upload
10913446,Inactive Investor,Evan Chung,Financial Advisor,"CUSO Financial Services, L.P. Sherman Oaks CA 5000 Van Nuys Blvd",,,Salesforce
11010560,Inactive Investor,Suwat Korattana,,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",suwat.korattana@equitable.com,,Salesforce
10974211,Inactive Investor,Alexandra Groh,,"J.W. Cole Financial, Inc. Satellite Beach FL 1275 S Patrick Dr",alexandra.groh@jwcemail.com,,Salesforce
9594400,,James Waters,,,j.waters@themathergroup.com,,List import
11182513,Inactive Investor,Derek Gaul,,"MML Investors Services, LLC Boston MA 280 Congress St",dgaul@financialguide.com,,Salesforce
10822032,Inactive Investor,Thomas Hipsher,,"Farmers Financial Solutions, LLC Forney TX 106 S Bois D Arc St",thipsher@farmersagent.com,,Salesforce
11208771,Inactive Investor,Jacob Schlicht,Manager;Managing Partner;Member,Kickstand Wealth Advisors,,,Salesforce
11222689,,Joel Zapf,,,joel_zapf@troweprice.com,,List Import
9625093,,David Green,,,greende1226@yahoo.com,,List import
10811800,Inactive Investor,Mark Yount,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",mark.yount@ml.com,,Salesforce
10860245,Inactive Investor,Timothy Kamin,Financial Advisor;Managing Partner,LPL Financial LLC Saint Charles IL 2020 Dean St,timothy.kamin@lpl.com,,Salesforce
10645510,,Richard Berg,,,rberg@performancetrust.com,,List import
11136618,Inactive Investor,Jan Acker,,"Raymond James Financial Services, Inc. Ogallala NE 315 N Spruce St",jan.acker@raymondjames.com,,Salesforce
10832606,Inactive Investor,Michael D'Epagnier,,"Osaic Wealth, Inc. Brighton CO 193 S 27th Ave",,,Salesforce
10766653,Inactive Investor,Steven Dichter,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",steven.dichter@wfafinet.com,,Salesforce
232266,, -,,[Unknown],brevil2002@yahoo.com,,
11040848,Inactive Investor,Karla Peres,,PFS Investments Inc. Brunswick GA 1612 Newcastle St,kperes@primerica.com,,Salesforce
11157778,Inactive Investor,Thomas Peterson,Premier Banker,"Wells Fargo Clearing Services, LLC Savannah GA 20 Bank St",tom.peterson@wellsfargo.com,,Salesforce
334033,,Timothy Haviland,"Co-head, Secondaries & Partner",Landmark Realty Advisors Llc,timothy.haviland@landmarkpartners.com,860-651-9760,Manual List Upload
9559387,,Andrew Xenakis,,,andrew.xenakis@fmr.com,,List import
10487654,,Kelli Bolton,,LPL Financial LLC,gbolton323@yahoo.com,,List Import
11139385,Inactive Investor,Christian Tully,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",christian.tully@ml.com,,Salesforce
9598592,,Sean Onitsuka,,,sean.onitsuka@hansonmcclain.com,,List import
10866052,Inactive Investor,James Tanner,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,james.a.tanner.b89p@statefarm.com,,Salesforce
10918042,Inactive Investor,Nathan Shaffer,Financial Planning Consultant,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",nathan.shaffer@raymondjames.com,,Salesforce
10683945,,Cindy Birne,,,cindy.birne@cindybirnepr.com,,Web Form Fillout
11095524,Inactive Investor,Sandreatha Doggett,,J.P. Morgan Securities LLC New York NY 147 E 86th St,sandreatha.doggett@jpmorgan.com,,Salesforce
11107235,Inactive Investor,Daniel Kaminski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor MI 777 E Eisenhower Pkwy",daniel.kaminski@ml.com,,Salesforce
10835135,Inactive Investor,Patricia Muldoon,,"Osaic Wealth, Inc. Palm Beach Gardens FL 3801 PGA Blvd",,,Salesforce
10884337,Inactive Investor,Sandy Wilbert,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,swilbert@ft.newyorklife.com,,Salesforce
11056015,Inactive Investor,Robert Cerrito,,"Wealth Watch Advisors, Inc Saint Petersburg FL 360 Central Ave",,,Salesforce
83714,,Mazen Awkal,,United States,stocks3737@gmail.com,,source
9613315,,Gregory Lang,,,gregorylang@bayviewassetmanagement.com,,List import
1005458,Inactive Investor,Keith Quintana,,Keith Quintana,keithkaoz1981@gmail.com,5055779882,source
11022143,Inactive Investor,William Purvis,Associate Advisor,LGT Financial Advisors LLC,williamp@lgt-fa.com,,Salesforce
11047551,Inactive Investor,Peter Dewald,Vice President - Investments,"Raymond James & Associates, Inc. Huntington WV 750 4th Ave",peter.dewald@raymondjames.com,,Salesforce
10901637,Inactive Investor,Robert Johnson,Investment Advisor Representative,"MML Investors Services, LLC Colchester VT 302 Mountain View Dr",,,Salesforce
10792473,Inactive Investor,John Hibbard,Financial Advisor,Edward Jones Frankfort KY 76 C Michael Davenport Blvd,john.hibbard@edwardjones.com,,Salesforce
10801468,Inactive Investor,Donovan Rainer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,donovan.rainer@fidelity.com,,Salesforce
11131023,Inactive Investor,Gerard Miles,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 781 Eastern Pkwy",gerard.miles@ml.com,,Salesforce
5168171,,dsw zsda,,,beyijpo961@jrs77.com,,Web Form Fillout
11167704,Inactive Investor,Derek McClain,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
7150526,,Rana Shahid Maqbool,,,ranashahidmaqbool1@gmail.com,,Web form fillout
10866989,Inactive Investor,Kevin Carroll,Chief Compliance Officer;Investment Advisor Representative,"Life Stage Investing, LLC",,,Salesforce
9559446,,Adam Ochlis,,,aochlis@ballentinepartners.com,,List import
11170389,Inactive Investor,Anthony Bushman,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 4041 28th St NW",anthony.bushman@ml.com,,Salesforce
11167935,Inactive Investor,Jerrey Thurston,Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,jerrey.thurston@ubs.com,,Salesforce
11113084,Inactive Investor,Gary Scheid,Financial Advisor;Financial Services Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,gary.scheid@morganstanley.com,,Salesforce
11197315,Inactive Investor,Elizabeth Peck,,"R. Seelaus & Co., LLC",epeck@rseelaus.com,,Salesforce
102555,,Jean Reid,"General Counsel, Chief Compliance Officer, Manager, Member","Sanders Capital, Llc",jreid@sanderscapital.com,212-291-7900,Manual List Upload
11095220,Inactive Investor,Arnold Eichof,Financial Advisor,Cornerstone Financial Group Saint Petersburg FL 100 2nd Ave N,aeichhof@cfgwi.com,,Salesforce
9647152,,Michael Gibbons,,,michael.gibbons@twinfocuscapital.com,,List import
9555659,,Meyada Soufan,,,meyada.soufan@suntrust.com,,List import
11222861,,Andrew Corwin,,,andrew.corwin@empower.com,,List Import
9571402,,Gadi Abkewitz,,,abkewitz@gmail.com,,List import
91262,,Lawrence Williams,"Chairman, President & CEO","David Vaughan Investments, Llc",wwilliams@dviinc.com,1-309-685-0033,Manual List Upload
11121281,Inactive Investor,Joel Cromar,Financial Advisor,LPL Financial LLC Salt Lake City UT 488 E Winchester St,joel.cromar@lpl.com,,Salesforce
235234,, -,,[[Unknown]],jmartin143@gmail.com,,Organic Search
10766468,Inactive Investor,Jamie Rietzke,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Leawood KS 5700 W 112th St",jamie.a.rietzke@ampf.com,,Salesforce
10835501,Inactive Investor,William Spinner,,Integrated Wealth Concepts LLC Englishtown NJ 195 US Hwy 9,,,Salesforce
11038651,Inactive Investor,Sandra Provisor Romero,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,sprovisor-romero@primerica.com,,Salesforce
9585086,,Rebecca Wood,,,rwood@feg.com,,List import
11232906,Inactive Investor,John Devereaux,,"Oakwood Capital Securities, Inc",jdevereaux@gardnerfinancialmn.com,,Salesforce
10910246,Inactive Investor,Breanne Iffert,Senior Team Leader,Edward Jones Ancona IL Private Residence,,,Salesforce
11210148,Inactive Investor,Paul Frey,Financial Advisor,Edward Jones Canton OH 4942 Higbee Ave NW,paul.frey@edwardjones.com,,Salesforce
11003033,Inactive Investor,Samuel Williams,Advisor,USA Financial Securities LLC Grand Rapids MI 2025 E Beltline Ave SE,,,Salesforce
236843,, -,,[[Unknown]],missy@bradleyautos.com,,
11022470,Inactive Investor,Lauren Maynard,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10970219,Inactive Investor,Aubrey Garner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,aubrey.garner@fidelity.com,,Salesforce
11048759,Inactive Investor,Ruth Jervis,,"Grace & White, Inc",,,Salesforce
9626873,,Bob Himler,,,bobhimler@gmail.com,,List import
10895671,Inactive Investor,Sean Hegarty,Associate Vice President;Financial Advisor;Portfolio Manager,D.A. Davidson & Co. Austin TX 3600 N Capital of Texas Hwy,shegarty@dadco.com,,Salesforce
9589133,,Andrew Weprin,,,aw@ajcpt.com,,List import
11200755,Inactive Investor,Marie Fabien,,PFS Investments Inc. Orlando FL 5401 S Kirkman Rd,mfabien@primerica.com,,Salesforce
245248,,Sid Browne,Chief Investment Officer,Save Advisers,sbrowne@brocapadvisory.com,17187580904,Manual List Upload
10903176,Inactive Investor,Gwendolyn Clements,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,gwendolyn.clements@primerica.com,,Salesforce
11091663,Inactive Investor,Christopher Perkins,First Vice President,J.P. Morgan Securities LLC Kyle TX 5401 FM 1626,christopher.perkins@jpmorgan.com,,Salesforce
10759111,Inactive Investor,Beth Helm,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Zionsville IN 10800 N Michigan Rd",beth_helm@ml.com,,Salesforce
10848314,Inactive Investor,Thomas McMillen,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Wichita KS 10333 E 21st St N",thomas.d.mcmillen@ampf.com,,Salesforce
10845631,Inactive Investor,Daniel Coonrod,,"Wells Fargo Clearing Services, LLC Kirkland WA 460 Central Way",daniel.coonrod@wellsfargoadvisors.com,,Salesforce
11145846,Inactive Investor,Jason Kinley,Executive Director,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
11081852,Inactive Investor,Ray Wood,,"Capitol Securities Management, Inc. Boston MA 50 Congress St",rwood@capitolsecurities.com,,Salesforce
11112885,Inactive Investor,Arlyn Kirk,,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 500 W Cypress Creek Rd",arlyn.kirk@wfafinet.com,,Salesforce
11000203,Inactive Investor,John Todd,,"Osaic Wealth, Inc. Durham NC 2525 Meridian Pkwy",,,Salesforce
11058164,Inactive Investor,Michael Mathis,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Ankeny IA 305 S Ankeny Blvd",michael.mathis@usbank.com,,Salesforce
10833510,Inactive Investor,Joanna Bramlett,Financial Advisor,Edward Jones Overland Park KS 12701 Metcalf Ave,joanna.bramlett@edwardjones.com,,Salesforce
11219530,,Elita Luzzi,,,elita.luzzi1@wellsfargo.com,,Other
9561538,,Jiang Peng,,,jpeng@smithcapital.com,,List import
10980204,Inactive Investor,Johnnie Brake,,"Intercarolina Financial Services, Inc. Vinton VA 203 E Jackson Ave",,,Salesforce
11047253,Inactive Investor,George Zelenak,Financial Advisor,"Ameriprise Financial Services, LLC Olympia WA 3929 Martin Way E",george.t.zelenak@ampf.com,,Salesforce
10938847,Inactive Investor,Kathryn Coleman,,"Raymond James Financial Services, Inc. Indianapolis IN 9840 Westpoint Dr",kathryn.coleman@raymondjames.com,,Salesforce
4595214,,Devin Adams,,Adamsexports,devinadams819@yahoo.com,3187174301,Web Form Fillout
10942691,Inactive Investor,Francis Foley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salida CO 848 W 3rd St",francis.foley@ml.com,,Salesforce
5117761,,George Nkabane,,,kabonkabane@gmail.com,,Web Form Fillout
10979543,Inactive Investor,Eileen Ramos,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eileen_ramos@vanguard.com,,Salesforce
11108634,Inactive Investor,Andrew Kenkel,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,andy.kenkel@fmr.com,,Salesforce
349489,,Scott Lucas,Vice President,"Touchstone Capital, Inc.",slucas@touchstonecapital.com,724-933-8388,
11155896,Inactive Investor,Joseph Heider,,"ValMark Securities, Inc. Akron OH 3500 Embassy Pkwy",,,Salesforce
10861391,Inactive Investor,Christina Pozzuto,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,christina.pozzuto@jpmorgan.com,,Salesforce
10489310,,Michael Davis,Financial Advisor,Money Concepts Capital Corp Frisco TX 11086 Sonterra Ln,mdavis@moneyconcepts.com,888-473-4290,List Import
11212863,Inactive Investor,Lane Schulz,,"FBL Marketing Services, LLC Curtis NE 106 E 1st St",lane.schulz@fbfs.com,,Salesforce
11142054,Inactive Investor,Kent Fox,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",kent_fox@ml.com,,Salesforce
9576761,,Lino Sbrito,,,unployed@protonmal.com,,List import
222257,,rene estripeaut,,[Unknown],estripeautrene@gmail.com,,Direct
10818530,Inactive Investor,Ryan Bagarella,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",ryan.bagarella@ml.com,,Salesforce
10803501,Inactive Investor,Brenda Loos-Bennett,Senior Business Analyst,"Raymond James & Associates, Inc.",brenda.loos-bennett@raymondjames.com,,Salesforce
11043022,Inactive Investor,Roger McConnell,,LPL Financial LLC Santa Maria CA 340 E Clark Ave,roger.mcconnell@lpl.com,,Salesforce
9617164,,Maureen O'Neal,,,mesoneal@gmail.com,,List import
10874173,Inactive Investor,Jay Thompson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bakersfield CA 5701 Truxtun Ave",jay.thompson@tfaconnect.com,,Salesforce
11185027,Inactive Investor,Joseph Wilson,Financial Advisor,"Harbour Investments, Inc. Charlotte MI 114 E Lawrence Ave",jdwilson@hirep.net,,Salesforce
10788585,Inactive Investor,Gary Swanciger,,Cetera Advisor Networks LLC Los Angeles CA 3600 Wilshire Blvd,swancigerg@ceteranetworks.com,,Salesforce
10784235,Inactive Investor,James Duncan,Financial Advisor,Edward Jones Lake Zurich IL 17 S Old Rand Rd,jim.duncan@edwardjones.com,,Salesforce
10876911,Inactive Investor,Henry Harrity,Financial Advisor,Edward Jones Texas City TX 1310 34th St N,henry.harrity@edwardjones.com,,Salesforce
10945919,Inactive Investor,Candice Baker,Vice President;Wealth Fiduciary Advisor,Johnson Wealth Inc. Kenosha WI 7401 144th Ave,cbaker@johnsonfinancialgroup.com,,Salesforce
11032857,Inactive Investor,Hector Rodriguez,,"Allstate Financial Services, LLC Somerville NJ 892 US Hwy 22",hectorrodriguez@allstate.com,,Salesforce
226893,, -,,[[Unknown]],soursimone75@gmail.com,,
9593197,,Tae min Son,,,xoals91300@naver.com,,List import
10980578,Inactive Investor,Thomas Brown,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",,,Salesforce
10888101,Inactive Investor,Angel Chaparro,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,angelchaparro@statefarm.com,,Salesforce
11027349,Inactive Investor,David Waldrep,,LPL Financial LLC Arlington TX 2404 Garden Park Ct,david.waldrep@lpl.com,,Salesforce
10874863,Inactive Investor,Michael Bonelli,Financial Advisor,Edward Jones Cranberry Township PA 20820 Rte 19,michael.bonelli@edwardjones.com,,Salesforce
10800494,Inactive Investor,Richard Sargeaunt,Financial Advisor,"New Century Financial Group, LLC",rsargeaunt@ncfg.com,,Salesforce
10754939,Inactive Investor,Gabriel Grossman,Financial Advisor;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,gabriel.grossman@morganstanley.com,,Salesforce
11021312,Inactive Investor,Sandi Brandt,Assistant;Financial Advisor,"Ameriprise Financial Services, LLC Amarillo TX 701 S Taylor St",sandi.brandt@ampf.com,,Salesforce
9547776,,Muyiwa Awoleye,,,learners04@gmail.com,,List import
374578,,Steve Sims,,,,310-497-7630,Salesforce
4489054,,Tammy Bell,,,bellt5159@gmail.com,,Web Form Fillout
10843612,Inactive Investor,Craig Sutherland,Chief Compliance Officer;Founder;Managing Member;President,"Strategic Probability Partners, LLC",craig@s-p-partners.com,,Salesforce
11003726,Inactive Investor,Cara Matthews,Financial Professional,"Equitable Advisors, LLC Wexford PA 11269 Perry Hwy",cara.matthews2@equitable.com,,Salesforce
11012804,Inactive Investor,Sherri Huber,Financial Advisor,Edward Jones Montoursville PA 364 Broad St,,,Salesforce
10838154,Inactive Investor,Brian McCracken,Portfolio Manager,"Pinnacle Family Advisors, LLC",brianm@pinnaclefamilyadvisors.com,,Salesforce
10761046,Inactive Investor,Kelly Connolly,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kelly.connolly@fidelity.com,,Salesforce
11210715,Inactive Investor,Dylan Browning,Investment Advisor,Browning Capital Management LLC,dylan@browningcm.com,,Salesforce
10985580,Inactive Investor,Ewa Jankojc,,J.P. Morgan Securities LLC Hazlet NJ 2983 State Rte 35,ewa.jankojc@jpmorgan.com,,Salesforce
11228544,Inactive Investor,Jared Rawson,Investment Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10869150,Inactive Investor,Michael Dillon,Managing Principal,"Second Look Financial, LLC. Phoenix AZ PO Box 47817",,,Salesforce
10911588,Inactive Investor,Marlow Felton,Financial Advisor,"Summit Global Investments, LLC",,,Salesforce
30121,,Tom Croteau,President & Chief Executive Officer,Operation Finance,tcroteau@operfi.com,(682) 330-7700,
10953588,Inactive Investor,Adam Carney,Financial Advisor,Edward Jones Omaha NE 16934 Frances St,adam.carney@edwardjones.com,,Salesforce
9609340,,john olson,,,jolsonc@yahoo.com,,List import
249065,,"Milan Vaishnav, CMT, MSTA",Founder and Consultant Technical Analyst - ChartWizard.ae,ChartWizard FZE | Gemstone Equity Research,milan.vaishnav@equityresearch.asia,,Manual List Upload
221557,,fabio Budris,,GCABA,fbudris@hotmail.com,(015) 449-3935,Direct
10777435,Inactive Investor,Annie Evans,Financial Advisor,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,annie.evans@morganstanley.com,,Salesforce
9542717,,Rodger liggins,,,rligginscpa@icloud.com,,List import
11004308,Inactive Investor,Thomas Leathers,,"Farmers Financial Solutions, LLC Topeka KS 5375 SW 7th St",tleathers1@farmersagent.com,,Salesforce
10913653,Inactive Investor,Mathias Hoefferle,Financial Advisor,Edward Jones Saint Paul MN 1895 Plaza Dr,mathias.hoefferle@edwardjones.com,,Salesforce
11046934,Inactive Investor,Daniela Branchinelli,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11108734,Inactive Investor,Robert Hopper,,LPL Financial LLC Carrollton TX 2106 Menton Dr,robert.hopper@lpl.com,,Salesforce
10963989,Inactive Investor,Tina Tran,Senior Branch Manager;Vice President,"Wells Fargo Clearing Services, LLC Morgan Hill CA 17590 Monterey St",,,Salesforce
10648242,,Jordan Youkilis,,,jordan@keyinvestmentpartners.com,,List Import
10913746,Inactive Investor,Daniel Yoo,Senior Wealth Advisor,PBMares Wealth Management LLC Fairfax VA 12150 Monument Dr,dyoo@pbmareswealth.com,,Salesforce
11236221,Inactive Investor,Aidan Ryan,Associate Financial Advisor,"Fortress Financial Group, LLC",,,Salesforce
10912240,Inactive Investor,Donald Mcneill,Manager,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10827509,Inactive Investor,Stephen Thompson,Financial Advisor,Edward Jones Edgerton WI 2 Burdick St,steve.b.thompson@edwardjones.com,,Salesforce
11009242,Inactive Investor,Merari Ortega,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,merari.ortega@jpmorgan.com,,Salesforce
11234140,Inactive Investor,Nicholas Lesniewski,,BBVA Securities Inc.,,,Salesforce
11053417,Inactive Investor,Timothy Griffin,Analyst;Chief Compliance Officer;Client Advisor;Portfolio Manager;President;Shareholder,"GPM Growth Investors, Inc.",tim@gpmgrowth.com,,Salesforce
10826796,Inactive Investor,James Percifield,Financial Advisor,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",james.percifield@wellsfargoadvisors.com,,Salesforce
10852852,Inactive Investor,Mark Baczek,,Fidelity Brokerage Services LLC,,,Salesforce
9631822,,Chelsie Taylor,,,chelsietaylor924@gmail.com,,List import
11217058,,Michael Healy,,,mike.healy@equitable.com,,Other
11075665,Inactive Investor,Sterling Byre,,LPL Financial LLC Bismarck ND 1930 Burnt Boat Dr,sterling.byre@lpl.com,,Salesforce
11022419,Inactive Investor,Raphael Olomajeye,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,raphael.olomajeye@fidelity.com,,Salesforce
10793894,Inactive Investor,Christopher Hartman,Senior Vice President,"City National Securities, Inc. Washington DC 2001 M St NW",christopher.hartman@cnb.com,,Salesforce
349452,,Patrice Rollins,,PNC Investments,patrice.rollins@pnc.com,888-462-8289,
11154821,Inactive Investor,Halien Besaw,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated,hbesaw@rwbaird.com,,Salesforce
10804620,Inactive Investor,Nick Gergov,,Fidelity Brokerage Services LLC Henderson NV 27 Candlewyck Dr,nick.gergov@fmr.com,,Salesforce
9628289,,Elinor Ho,,,eho@spsfinancial.com,,List import
9557045,,Constantine Hatzivassiliou,,,constantine@camdencapital.com,,List import
10871227,Inactive Investor,Candace Moseley,Client Service Associate,Morgan Stanley Lake Charles LA 1450 William St,candace.moseley@morganstanley.com,,Salesforce
10914919,Inactive Investor,Patrick Pryce,,J.P. Morgan Securities LLC Houston TX 11806 Wilcrest Dr,patrick.pryce@chase.com,,Salesforce
11097645,Inactive Investor,John Barrett,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,john.barrett2@fmr.com,,Salesforce
11066988,Inactive Investor,T. Michael Hayse,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",michael.hayse@wellsfargo.com,,Salesforce
11056378,Inactive Investor,Ted Prosser,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Birmingham AL 2545 Highland Ave S",chuck.prosser@tiaa.org,,Salesforce
9543381,,Derrick Dohmen,,,derrick.dohmen@securitiesamerica.com,,List import
11012259,Inactive Investor,Wesley Strickland,,Betterment Securities New York NY 27 W 23rd St,wesley@betterment.com,,Salesforce
11206730,Inactive Investor,Maria Cornicello,,LPL Financial LLC West Hartford CT 1013 Farmington Ave,maria.cornicello@lpl.com,,Salesforce
11177269,Inactive Investor,Dorothy Inde,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",dorothy.kovar@bofa.com,,Salesforce
11182699,Inactive Investor,Fredrick McCrady,,"Crews & Associates, Inc.",fmccrady@crewsfs.com,,Salesforce
9632958,,Bill Lethlean,,,wlethlean@yahoo.com,,List import
10813978,Inactive Investor,Matthew Engelau,Financial Consultant,LPL Financial LLC Hackettstown NJ 1001 County Road 517,matthew.engelau@lpl.com,,Salesforce
9577146,,Michael Mays,,,mmays@stratoswealthpartners.com,,List import
10596719,,Gary Fisher,,,gary.fisher@lpl.com,,Web Form Fillout
11123177,Inactive Investor,Beth Anthony,,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",anthonyb@stifel.com,,Salesforce
11043475,Inactive Investor,Michael Lawson,,Vanguard Marketing Corporation,michael_lawson@vanguard.com,,Salesforce
10902651,Inactive Investor,David Baggenstos,,"Wells Fargo Clearing Services, LLC Prescott Valley AZ 7520 E State Rte 69",,,Salesforce
10940310,Inactive Investor,Neisy Arnez,Chief Compliance Officer;Chief Operating Officer;Director - Operations,Drucker Wealth Woodcliff Lake NJ 110 Winding Way,,,Salesforce
9594481,,Sandra Laster,,,slaster@addisoncapitalgroup.com,,List import
11015225,Inactive Investor,Andrea Chatham,,"Allstate Financial Services, LLC Fountain Valley CA 18837 Brookhurst St",achatham@allstate.com,,Salesforce
351127,,Chuck Brueggemann,Senior Transition Coach,"Archford Capital Strategies, Llc",c.brueggemann@archfordcapital.com,618-416-7085,Manual List Upload
10838618,Inactive Investor,Jeffrey Turner,Investment Advisor Representative,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11218654,,Ryan Hamilton,,,hamiltonr@meetgirard.com,,Other
10809384,Inactive Investor,Michael Taylor,,Morgan Stanley Barrington IL 760 W Main St,,,Salesforce
9616859,,Peter Sentowski,,,peter@bitcoinatm.com,,List import
10854437,Inactive Investor,Kenneth Vines,Chief Compliance Officer;Founder;Managing Member;President,"Vines Capital Management, LLC",ken@vinescapital.com,,Salesforce
11056134,Inactive Investor,Thomas Granello,,"Allstate Financial Services, LLC Middletown NJ 188 Kings Hwy",tgranello2@allstate.com,,Salesforce
11142600,Inactive Investor,Dawn Gilchrist,Financial Services Associate,"Sage, Rutty & Co., Inc.",dgilchrist@sagerutty.com,,Salesforce
11228752,Inactive Investor,Dean Murphy,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
224937,,Alejandro Gomez,,[Unknown],alejandrogomez2294@gmail.com,,Direct
11035999,Inactive Investor,Tarissa Cardoso,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Beverly Hills CA 9465 Wilshire Blvd,tarissa.cardoso@jpmorgan.com,,Salesforce
9542876,,Brian Barndt,,,brianbarndtjr@gmail.com,,List import
11133133,Inactive Investor,Nicolas Lopez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
240206,,Rahnae Johnson,Client Experience Coordinator,"Sendero Wealth Management, Llc",rjohnson@sendero.com,210-805-0171,Manual List Upload
11016179,Inactive Investor,Matthew Rosner,,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,matthew_rosner@glic.com,,Salesforce
9602680,,Tina Hill,,,cdgjhill@roadrunner.cpm,,List import
10844882,Inactive Investor,Pamela Brandt,Member,Sustainable Advisors Alliance LLC,pam@sustainableadvisorsalliance.com,,Salesforce
11230283,Inactive Investor,Russell Digrigoli,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,rfdigrigoli@ft.newyorklife.com,,Salesforce
11174398,Inactive Investor,Matthew Wilson,,J.P. Morgan Securities LLC Evanston IL 1900 Central St,matthew.d.wilson@jpmorgan.com,,Salesforce
10874169,Inactive Investor,Sven Meza,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,sven.meza@lpl.com,,Salesforce
10847309,Inactive Investor,Robert Harty,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Plano TX 5601 Granite Pkwy,robert.harty@hilltopsecurities.com,,Salesforce
10858126,Inactive Investor,Daniel McKelvey,,"Cambridge Investment Research, Inc. Grafton WI 1019 Cedar St",,,Salesforce
10795718,Inactive Investor,Gregory Hill,,"Raymond James Financial Services, Inc. Lawrence KS 1008 New Hampshire St",gregory.hill@raymondjames.com,,Salesforce
11189708,Inactive Investor,Kevin Barone,Registered Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,kevin.barone@morganstanley.com,,Salesforce
336227,,Marc Manzo,Member,"Petrocap, Llc",mmanzo@petrocap.com,214-871-7967,Manual List Upload
11168936,Inactive Investor,Gerardo Rodriguez,,"Farmers Financial Solutions, LLC Houston TX 11646 Newhall St",grodriguez@farmersagent.com,,Salesforce
10932128,Inactive Investor,Adam Skumawitz,,LPL Financial LLC Temecula CA 31493 Rancho Pueblo Rd,adam.skumawitz@lpl.com,,Salesforce
10799373,Inactive Investor,Anthony Fiscina,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,afiscina@ft.newyorklife.com,,Salesforce
11099277,Inactive Investor,Catherine Coombe,,"Coombe Financial Services, Inc.",cbender@coombefinancial.com,,Salesforce
10935267,Inactive Investor,Nina Fok-Tang,,"Cambridge Investment Research, Inc. San Jose CA 101 Metro Dr",,,Salesforce
10857684,Inactive Investor,James Kos,,Commonwealth Financial Network Cumberland Foreside ME 275 US Rte 1,jkos@commonwealth.com,,Salesforce
11090829,Inactive Investor,Shaun Files,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville FL 2627 NW 43rd St",,,Salesforce
10936463,Inactive Investor,Alyssa Marks,Financial Planner;Owner,"Geneos Wealth Management, Inc. East Peoria IL 422 E Washington St",,,Salesforce
11057275,Inactive Investor,Christine Lavalle,,Santander Securities LLC Manchester Township NJ 2000 Rte 70,clavalle@santanderinvestments.com,,Salesforce
10942713,Inactive Investor,William Rodgers,,"Gradient Securities, LLC Wayzata MN 18202 Minnetonka Blvd",brodgers@gradientsecurities.com,,Salesforce
10872437,Inactive Investor,Nancy Pipinich,,State Farm VP Management Corp. Bothell WA 10134 Main St,,,Salesforce
10991156,Inactive Investor,Jose Cova,Director;Investment Analyst;Portfolio Manager,"Activest Wealth Management, LLC",,,Salesforce
11152127,Inactive Investor,Thomas Smith,,"Ameriprise Financial Services, LLC Jericho NY 390 N Broadway",,,Salesforce
11055435,Inactive Investor,Tammy Green,,"Wells Fargo Clearing Services, LLC Ocoee FL 2630 Maguire Rd",tammy.green@wellsfargoadvisors.com,,Salesforce
11069884,Inactive Investor,Joseph Mayone,Partner;Wealth Advisor,Canopy Wealth Management Birmingham MI 380 N Old Woodward Ave,joseph@canopy-wealth.com,,Salesforce
345805,,Anthony Benante,Managing Member,Baron Financial Group Llc,anthonyb@baron-financial.com,201-791-6408,Manual List Upload
10926963,Inactive Investor,Matthew Marshall,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10960147,Inactive Investor,Julie Enders,,LPL Financial LLC Buffalo NY 285 Delaware Ave,julie.enders@lpl.com,,Salesforce
10835606,Inactive Investor,Steven Ware,Associate Financial Advisor;Financial Advisor,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,steven.ware@morganstanley.com,,Salesforce
9646546,,Marc lancaster,,,mlancasterr46@gmail.com,,List import
10983105,Inactive Investor,Rebekah Marrazzo,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,rebekah.marrazzo@primerica.com,,Salesforce
11211957,Inactive Investor,Joseph Beswick,Investment Executive,"Fifth Third Securities, Inc. Cleveland OH 6953 Ridge Rd",joseph.beswick@53.com,,Salesforce
209455,,Tim McAneany,Partner,TK Ship LLC,tmcaneany@yahoo.com,,
9632596,,miao yu,,,helloyumiao@gmail.com,,List import
10888633,Inactive Investor,Christian Hastings,Director - Business Development,Sweetgum Laboratories LLC,christian.hastings@sweetgumlabs.com,,Salesforce
10877802,Inactive Investor,Karl Macklin,,J.P. Morgan Securities LLC Rehoboth Beach DE 19068 Coastal Hwy,karl.macklin@jpmorgan.com,,Salesforce
10970469,Inactive Investor,Brock Griffin,Chief Operating Officer;Chief Operations Officer,"Delta Accumulation, LLC",,,Salesforce
11030393,Inactive Investor,Nancy Thomsen,Partner;Wealth Manager,Creative Planning,nancy.thomsen@creativeplanning.com,,Salesforce
10875103,Inactive Investor,Willy Shelton,Financial Advisor,Edward Jones Wasilla AK 645 N Jessica Brooke Cir,willy.shelton@edwardjones.com,,Salesforce
10885431,Inactive Investor,Alec Grumet,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11139269,Inactive Investor,Vincent Rooney,Paraplanner,"Ameriprise Financial Services, LLC Canton OH 4383 Executive Cir NW",vincent.a.rooney@ampf.com,,Salesforce
9575523,,Fan Zhang,,,fan.zhang@tfaconnect.com,,List import
10962158,Inactive Investor,Elizabeth Mcsparran,Associate,Edward Jones Riverside CA 3610 14th St,,,Salesforce
11097193,Inactive Investor,Roger Guigui,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,rguigui@idbny.com,,Salesforce
8699965,,Stephen Swiech,,,swiech333@gmail.com,,Web Form Fillout
11047948,Inactive Investor,Christopher Sferruzzo,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
370531,,Chris Leung,,Hong Kong SAR,info@audioexotics.com,,Salesforce
11085983,Inactive Investor,Robert Elmo,,UBS Financial Services Inc. New York NY 299 Park Ave,robert.elmo@ubs.com,,Salesforce
9617741,,Brian Nerney,,,bnerney@sundialcapital.com,,List import
10966214,Inactive Investor,Nubia Cortez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Haymarket VA 6561 Trading Sq",nubia.cortez@ml.com,,Salesforce
9627769,,Gautama Montesdeoca,,,gauta9@ail.com,,List import
11211806,Inactive Investor,Dale Bender,Paraplanner,"Ameriprise Financial Services, LLC Dearborn MI 835 Mason St",dale.bender@ampf.com,,Salesforce
11116589,Inactive Investor,Oliver Harris,,Goldman Sachs & Co.,,,Salesforce
10842106,Inactive Investor,Michael Desando,,Network 1 Financial Securities Inc.,,,Salesforce
11055150,Inactive Investor,Patrick Thomas,Senior Consultant,"Cardea Capital Advisors, LLC",patrick.thomas@cardeacap.com,,Salesforce
10817949,Inactive Investor,Stephen Martin,Vice President - Investments,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",stephen.martin@raymondjames.com,,Salesforce
10859605,Inactive Investor,Ralph Schellinger,,"PTS Brokerage, LLC",rschellinger@ptsbrokerage.com,,Salesforce
9562042,,Kelly McHale,,,kmchale@cisco.com,,List import
10879835,Inactive Investor,Brian Phile,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,brian.s.phile@jpmorgan.com,,Salesforce
11006919,Inactive Investor,Alex Gardener,,"Raymond James Financial Services, Inc. Fayetteville GA 101 Devant St",alex.gardener@raymondjames.com,,Salesforce
11016722,Inactive Investor,Michael Moore,,"Allstate Financial Services, LLC Henderson NV 1291 Galleria Dr",,,Salesforce
9567925,,Elizabeth Kindseth,,,lkindseth@theadvocategroup.com,,List import
10971941,Inactive Investor,Katie Brewer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,katie_brewer@vanguard.com,,Salesforce
10926543,Inactive Investor,Baochau Ton,,J.P. Morgan Securities LLC Houston TX 712 Main St,baochau.ton@jpmorgan.com,,Salesforce
10845070,Inactive Investor,Aubrey Hoggarth Cook,Financial Advisor,Edward Jones Little Falls MN 117 E Broadway,aubrey.hoggarth@edwardjones.com,,Salesforce
11063500,Inactive Investor,Andrew Steffensmeier,Investment Advisor;Secretary;Tax Manager;Treasurer,McMill CPA and Advisors,andrews@mcmill.info,,Salesforce
11175963,Inactive Investor,Brian McCarty,Director,Thrivent Investment Management Inc. Akron OH 202 Montrose West Ave,brian.mccarty@thrivent.com,,Salesforce
57326,,Linda Knight,Account Administrator,"Radnor Capital Management, Llc",lknight@radnorcm.com,610-674-0401,Manual List Upload
10904806,Inactive Investor,Dawn McCartan,,"Voya Financial Advisors, Inc.",dawn.mccartan@voya.com,,Salesforce
11010944,Inactive Investor,Stephen Capp,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",keith.capp@nm.com,,Salesforce
9551603,,Michael Petersen,,,m.petersen@fi.com,,List import
10864020,Inactive Investor,Craig Weinstein,Executive Director;Wealth Partner,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,craig.weinstein@jpmorgan.com,,Salesforce
10755532,Inactive Investor,Melissa Short,Senior Client Service Associate,Morgan Stanley Charleston WV 500 Lee St E,,,Salesforce
10824423,Inactive Investor,John Drevon,Financial Consultant,Wedbush Securities Inc. Tustin CA 222 Fashion Ln,john.drevon@wedbush.com,,Salesforce
10799627,Inactive Investor,Brian Smith,Financial Planner,"Osaic FA, Inc. Birmingham AL 201 Office Park Dr",brian.smith@lfg.com,,Salesforce
9609164,,Jacob Weber,,,jwsolar78@gmail.com,,List import
10960868,Inactive Investor,Connor Smith,,"Osaic Wealth, Inc. Gettysburg PA 37 S 5th St",,,Salesforce
11110585,Inactive Investor,Aaron Towns,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita KS 300 S Main St",aaron.towns@wfa.com,,Salesforce
10822856,Inactive Investor,Malcolm Rayne,,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",,,Salesforce
10837910,Inactive Investor,Robert Thomas,,"CreativeOne Securities, LLC Scott AR Private Residence",,,Salesforce
11180033,Inactive Investor,Larry Garletts,Financial Advisor,LPL Financial LLC Virginia Beach VA 222 Mustang Trl,larry.garletts@lpl.com,,Salesforce
11193484,Inactive Investor,Lesley Bullis,,J.P. Morgan Securities LLC Patchogue NY 115 E Main St,lesley.a.bullis@jpmorgan.com,,Salesforce
9638026,,Anne Yakowski,,,anne.yakowski@guard.com,,List import
10911589,Inactive Investor,Marlon Price,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",marlon.price@robinhood.com,,Salesforce
10846143,Inactive Investor,Kevin Ledzian,Registered Principal,"Osaic FS, Inc. Ocala FL 7380 SW 60th Ave",,,Salesforce
9615668,,Gboyega Aboderin,,,gabod2000@yahoo.com,,List import
10799101,Inactive Investor,Michael McGrath,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,mmcgrath@rwbaird.com,,Salesforce
10646478,,Eric Uhlberg,,,eric.uhlberg@ubs.com,,List Import
11166177,Inactive Investor,Brianna Mathis,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,brianna.cox@fmr.com,,Salesforce
10851129,Inactive Investor,Jordan Faircloth,Financial Advisor;Senior Client Associate,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",jordan.faircloth@wellsfargo.com,,Salesforce
11154594,Inactive Investor,Sandy Cox,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
49440,,Scott Laxgang,Relationship Manager,"Principal Securities, Inc.",laxgang.scott@principal.com,630-705-0665,
10508259,,Jacob Lindberg,CEO,Vinter,jacob@vinter.co,,List Import
10908192,Inactive Investor,Han Weng,,State Farm VP Management Corp. Alhambra CA 1930 W Valley Blvd,joe.weng.u0o8@statefarm.com,,Salesforce
11044481,Inactive Investor,Jason Hollowell,Private Client Banker,J.P. Morgan Securities LLC Morris Plains NJ 599 Speedwell Ave,jason.hollowell@chase.com,,Salesforce
9597321,,Haris Munandar,,,harisaja223344@gmail.com,,List import
11012260,Inactive Investor,Carisa Williams,,PFS Investments Inc. Duluth GA 3675 Crestwood Pkwy NW,cbeckford@primerica.com,,Salesforce
11114078,Inactive Investor,Kimberly Molter,,"Cambridge Investment Research, Inc. Tempe AZ 430 W Warner Rd",,,Salesforce
11203698,Inactive Investor,Alvin Wolcott,Owner,Apex Tax & Financial Planning,,,Salesforce
11138092,Inactive Investor,Alexis Wilson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",alexis.gomez-germaine@ml.com,,Salesforce
10987445,Inactive Investor,Jade Rohloff,,PFS Investments Inc. Oshkosh WI 375 City Ctr,jadearohloff@primerica.com,,Salesforce
10647067,,Aaron Ramsey,,,aaron.ramsey@schwab.com,,List Import
10818799,Inactive Investor,Jesus Reyes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",,,Salesforce
93098,,Lydis Sandianes,,None,sahymesandianes@yahoo.com,7863571917,
10924640,Inactive Investor,Scott Heevner,,"First Command Brokerage Services, Inc. Memphis TN 5050 Poplar Ave",saheevner@firstcommand.com,,Salesforce
9618721,,David Kabakoff,,,david@sofinnova.com,,List import
10968754,Inactive Investor,Carlos Beals,Senior Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10809453,Inactive Investor,Roxann Romano,Executive Director;Family Wealth Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley New York NY 399 Park Ave,roxann.romano@morganstanley.com,,Salesforce
10961862,Inactive Investor,Brenden Royere,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
373781,,Brian Watson,,[Unknown],brianthebiologist@gmail.com,,source
10989577,Inactive Investor,Domenic Santoleri,,"American Fidelity Securities, Inc.",domenic.santoleri@americanfidelity.com,,Salesforce
10773713,Inactive Investor,Matthew Guerrise,,"FMSbonds, Inc.",,,Salesforce
10845194,Inactive Investor,Tamara Schaefer,,Cetera Advisors LLC Sandusky OH 3715 Columbus Ave,tamara.schaefer@ceteraadvisors.com,,Salesforce
9645953,,LUONG VUONG,,,vuongducluong2301@gmail.com,,List import
10891538,Inactive Investor,Zhuo Wang,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",,,Salesforce
10860682,Inactive Investor,Kristin Kramer,,Goldman Sachs & Co.,kristin.kramer@gs.com,,Salesforce
10848100,Inactive Investor,Daniel Grote,Financial Advisor,LPL Financial LLC Denver CO 2373 Central Park Blvd,dan.grote@lpl.com,,Salesforce
10851148,Inactive Investor,Justin Novara,Financial Consultant,LPL Financial LLC Madison WI 3750 University Ave,justin.novara@lpl.com,,Salesforce
11041254,Inactive Investor,Charles Johnson,Senior Wealth Advisor,EP Wealth Advisors Newburyport MA 102 State St,cjohnson@epwealth.com,,Salesforce
11035086,Inactive Investor,Stacy Garland,,"Allstate Financial Services, LLC Dallas TX 2100 Valley View Ln",stacygarland@allstate.com,,Salesforce
339271,,Byron Fields,CO-FOUNDER / MANAGING PARTNER,"Titleist Asset Management, Ltd.",bfields@tamgmt.com,210-826-2424,Manual List Upload
10787557,Inactive Investor,Michael Dooley,Compliance Officer,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,mike.dooley@edwardjones.com,,Salesforce
10933947,Inactive Investor,Jerod Pincomb,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jerod.pincomb@schwab.com,,Salesforce
9547843,,Richard Zurbriggen,,,richard.zurbriggen@securitiesamerica.com,,List import
10647678,,Jesse Maggio,,,jesse.maggio@marinerwealthadvisors.com,,List Import
10850620,Inactive Investor,Augustine Choi,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 11845 W Olympic Blvd",augustine.d.choi@ampf.com,,Salesforce
10926089,Inactive Investor,John Bowler,Financial Advisor,Edward Jones Ashtabula OH 1040 Lake Ave,jay.bowler@edwardjones.com,,Salesforce
11183477,Inactive Investor,Jeffrey Gray,Financial Advisor,"Wells Fargo Clearing Services, LLC Roswell GA 10825 Alpharetta Hwy",jeffrey.gray1@wellsfargo.com,,Salesforce
9591271,,Ian McMahon,,,imcmahon@fieldpointprivate.com,,List import
9622487,,Zakir Aghazade,,,zakiraghazada@gmail.com,,List import
5983073,,Agnes Soglibaa Zaghe,,,azaghe@gmail.com,,Web Form Fillout
11151750,Inactive Investor,Patrick Rider,,LPL Financial LLC Manchester CT 903 Main St,patrick.rider@lpl.com,,Salesforce
11158545,Inactive Investor,Alfonso Balda,Chief Compliance Officer;Managing Member;President,Sun Creek Holdings LLC,,,Salesforce
10840494,Inactive Investor,Peter Overton,,Oppenheimer & Co. Inc.,,,Salesforce
10859491,Inactive Investor,April Schaffroth-Cocchia,,"Farmers Financial Solutions, LLC Phoenix AZ 34225 N 27th Dr",aschaffroth@farmersagent.com,,Salesforce
10875702,Inactive Investor,Shawn Berwager,,"Equitable Advisors, LLC Glenmoore PA 1610 Fairview Rd",shawn.berwager@equitable.com,,Salesforce
9647300,,Thomas Ettorre IV,,,ettorre.thomas4@gmail.com,,List import
10828752,Inactive Investor,Marc Agel,Financial Advisor;Founding Partner;Managing Partner,AlbanyAdvisor Group LLC,marcagel@albanyadvisor.com,,Salesforce
11172140,Inactive Investor,Elizabeth Luckey,,Commonwealth Financial Network Rochester MN 959 34th Ave NW,eluckey@commonwealth.com,,Salesforce
11019895,Inactive Investor,Briana Martin,Vice President,Neuberger Berman BD LLC,briana.martin@nb.com,,Salesforce
11062981,Inactive Investor,Laura Cooley,Retirement Plan Advisor,"Osaic Wealth, Inc. Buffalo NY 361 Delaware Ave",,,Salesforce
11124674,Inactive Investor,Colton Lawton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10990573,Inactive Investor,Dongzhe Jin,,NYLIFE Securities LLC Yorba Linda CA 22875 Savi Ranch Pkwy,djin01@ft.newyorklife.com,,Salesforce
9602902,,Sean Edwards,,,sae@hamiltoncapital.com,,List import
10944851,Inactive Investor,Kristian Vartabedian,Private Client Advisor,Key Investment Services LLC Syracuse NY 6570 Kinne Rd,kristian.vartabedian@key.com,,Salesforce
180863,,Duy Tân ?ào,,Duy TÃ¢n Ä?Ã o,daoduytan98@gmail.com,,
10614103,,Peter Marzullo,Financial Advisor,,peter.d.marzullo@wellsfargoadvisors.com,,List Import
10488264,,Ted Snow,Investment Advisor Representative,"Kestra Advisory Services, LLC",tsnow@snowfinancialgroup.com,,List Import
11140611,Inactive Investor,David Legrand,Associate,Edward Jones Camarillo CA 4000 Calle Tecate,,,Salesforce
11171957,Inactive Investor,Acquanette Chatman,,"Allstate Financial Services, LLC Avondale Estates GA 118 N Avondale Rd",acquanettechatman@allstate.com,,Salesforce
11103428,Inactive Investor,Mitchell Falter,Co-Founder;Financial Planner;Member,"ReFrame Wealth, LLC",mfalter@reframewealth.com,,Salesforce
332725,,Brandon Holliday,,TBD,bholliday222@gmail.com,2143991231,
10818168,Inactive Investor,Diswa Malu,Account Executive;Director;Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",diswa.malu@ml.com,,Salesforce
11080407,Inactive Investor,Brenda Visco,,State Farm VP Management Corp. Berwyn IL 6743 Pershing Rd,brendavisco@statefarm.com,,Salesforce
10774898,Inactive Investor,Ligia Reyes,Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,ligia.reyes@opco.com,,Salesforce
10854814,Inactive Investor,James Hoggard,,"Osaic Institutions, Inc. Windsor NC 122 S King St",,,Salesforce
9567575,,Alejandro Pecina,,,pecinaa1216@gmail.com,,List import
10926076,Inactive Investor,Thomas Anderson,,Key Investment Services LLC Buffalo NY 4467 Main St,thomas.anderson@key.com,,Salesforce
10952622,Inactive Investor,Andrew Bass,Senior Vice President,PFS Investments Inc. Wheaton IL 1776A S Naperville Rd,andrew.bass@primerica.com,,Salesforce
10840107,Inactive Investor,Carl Uratsu,,"Avantax Investment Services, Inc. San Pablo CA 3220 Blume Dr",,,Salesforce
206461,,Simon Burley,,[Unknown],simonburley@ymail.com,,Paid Social
10793380,Inactive Investor,Michelle Wong,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,michelle.lo@fidelity.com,,Salesforce
10844904,Inactive Investor,Lynn Kaye,Branch Manager;Principal,LPL Financial LLC Afton MN Private Residence,lynn.kaye@lpl.com,,Salesforce
11101366,Inactive Investor,Ryan Miyamoto,Chief Compliance Officer;Managing Director;Managing Member,Derive Wealth,ryan@derivewealthadvisors.com,,Salesforce
10774958,Inactive Investor,Andrew Carrolus,Financial Advisor;First Vice President,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,acarrolus@jmsonline.com,,Salesforce
10892203,Inactive Investor,Bruce Ballis,,Cetera Advisors LLC Wilmette IL Private Residence,bruce.ballis@ceteraadvisors.com,,Salesforce
11022530,Inactive Investor,Roy Issa,Financial Representative,Park Avenue Securities LLC New York NY 355 Lexington Ave,,,Salesforce
10758242,Inactive Investor,Alfred Lobo,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,alfred.lobo@ubs.com,,Salesforce
9641099,,David Dadi,,,d_dadi160@hotmail.com,,List import
343663,,Rob Bruner,Financial Planner,Valtinson Bruner Financial Planning,rob@valtinsonfinancial.com,651-628-9832,Manual List Upload
10824824,Inactive Investor,Debra Cohen,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",debra.cohen@ampf.com,,Salesforce
70664,,Glenn Christal,Chief Compliance Officer,Quadratic Capital Management Llc,glenn.christal@quadraticllc.com,203-340-2943,Manual List Upload
9598238,,Geral Smith,,,gsmith@cas-rocny.com,,List import
9608090,,john miller,,,mohn.jiller@gmail.com,,List import
342683,,Michael Siefke,Managing Director,"Bain Capital Private Equity, Lp",msiefke@baincapital.com,617-516-2318,Manual List Upload
9640041,,William Boldt,,,boldtb@psuf.org,,List import
11221778,,Pamela Nelson,,,pam.nelson@cnr.com,,List Import
10954655,Inactive Investor,Kerry Geaneas,,"Level Four Financial, LLC Ormond Beach FL 176 Deep Woods Way",kgeaneas@levelfourfinancial.com,,Salesforce
9564125,,Michael Davies,,,mdavies@commonwealth.com,,List import
10755747,Inactive Investor,Bradley Dartez,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Whitefish MT 142 Baker Ave",bradley.dartez@ml.com,,Salesforce
10886500,Inactive Investor,Liliane Bwakira,,Fidelity Brokerage Services LLC,,,Salesforce
10930549,Inactive Investor,Anthony Choy,,"Avantax Investment Services, Inc. Houston TX 6161 Savoy Dr",,,Salesforce
9594597,,Tom Mcnearney,CIO,"Transwestern Investment Management, Llc",tom.mcnearney@transwestern.com,,List import
11233012,Inactive Investor,Brian Moriarty,,"Osaic Wealth, Inc. Bedminster NJ 221 Somerville Rd",,,Salesforce
11184602,Inactive Investor,Marija Duzic,,Morgan Stanley Red Bank NJ 20 Linden Pl,marija.duzic@morganstanley.com,,Salesforce
10810780,Inactive Investor,Debra Friend,,Lincoln Investment Independence OH 2 Summit Park Dr,dfriend@lincolninvestment.com,,Salesforce
160906,,Perry White,,[Unknown],perry.l.white@gmail.com,,
11133805,Inactive Investor,Davonta Martin,,"Lion Street Financial, LLC Bellevue WA 500 108th Ave NE",dmartin@lionstreet.com,,Salesforce
10897640,Inactive Investor,Kyle Bellemare,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
234505,, -,,[[Unknown]],evapc@naver.com,,
11124195,Inactive Investor,Cindy Zhang,,J.P. Morgan Securities LLC Houston TX 600 Travis St,cindy.zhang@jpmorgan.com,,Salesforce
10798886,Inactive Investor,Sean Bradley,,Mutual of America Securities LLC Bedford NH 15 Constitution Dr,sean.bradley@mutualofamerica.com,,Salesforce
11040833,Inactive Investor,Blane Chaplow,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,blane.chaplow@primerica.com,,Salesforce
10858160,Inactive Investor,Michael Calandruccio,Financial Advisor,LPL Financial LLC Suitland MD 5711 Allentown Rd,michael.calandruccio@lpl.com,,Salesforce
11062388,Inactive Investor,Allison Irving,Chief Compliance Officer,"Irving Planning & Investments, Ltd. Centennial CO 4901 E Dry Creek Rd",allison@irvingplanning.com,,Salesforce
10950510,Inactive Investor,Douglas Ottosen,,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,dottosen@primerica.com,,Salesforce
10956630,Inactive Investor,Michael Simpson,,Edward Jones Louisville KY 3920 Ruckriegel Pkwy,,,Salesforce
10937345,Inactive Investor,Jack Brannan,,"CFD Investments, Inc. Artesia NM Private Residence",,,Salesforce
48673,,Patrick Ganley,,"The Ayco Company, L.P.",pganley@ayco.com,518-640-5000,
10939795,Inactive Investor,Toni Lee,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10779522,Inactive Investor,Ryan Willaert,Associate Manager,"Ameriprise Financial Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",ryan.j.willaert@ampf.com,,Salesforce
11112194,Inactive Investor,Genna Demaria,Associate Banker,Citigroup Global Markets Inc.,genna.demaria@citi.com,,Salesforce
11142271,Inactive Investor,James Sands,Financial Advisor,LPL Financial LLC Fort Myers FL 6150 Diamond Centre Ct,jim.sands@lpl.com,,Salesforce
10907934,Inactive Investor,Jonathan Ormaza,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",jonathan.s.ormaza@truist.com,,Salesforce
10974076,Inactive Investor,Colin Brown,,Cetera Advisor Networks LLC Jacksonville FL 10199 Southside Blvd,,,Salesforce
10615765,,Kenyon Knight,,,kenyon.knight@jpmorgan.com,,List Import
11123268,Inactive Investor,Daniel Begley,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,daniel.begley@fidelity.com,,Salesforce
10884539,Inactive Investor,Kelly Jones,President,"Kelly Jones Investment Services, Inc.",,,Salesforce
11147744,Inactive Investor,Danielle Dennis Grady,,Cetera Advisor Networks LLC Greensboro NC 901 Battleground Ave,,,Salesforce
11150767,Inactive Investor,Jana Jaradat,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10784043,Inactive Investor,Patrick Niedermeyer,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",patrick.niedermeyer@wellsfargoadvisors.com,,Salesforce
10814729,Inactive Investor,Nathan Skow,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",nate_skow@ml.com,,Salesforce
10878446,Inactive Investor,Robert Gardner,,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",robert.gardner@raymondjames.com,,Salesforce
11159973,Inactive Investor,Dream O'Brien,Wealth Manager,"ICA Group Wealth Management, LLC Dickinson ND 323 18th St W",dream.o-brien@icadvisorgroup.com,,Salesforce
10940114,Inactive Investor,Eric Krogstad,,"Principal Securities, Inc.",krogstad.eric@principal.com,,Salesforce
11013549,Inactive Investor,Logan Pietsch,,Park Avenue Securities LLC Deerfield IL 1751 Lake Cook Rd,logan_pietsch@glic.com,,Salesforce
9573138,,Christopher Pagano,,,cep5332535@hotmail.com,,List import
11124240,Inactive Investor,Steven Hanousek,,"Raymond James Financial Services, Inc. Canfield OH 5731 Shields Rd",steven.hanousek@raymondjames.com,,Salesforce
10890159,Inactive Investor,Jaclyn Noble,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
11153761,Inactive Investor,Kenneth Guard,,"Osaic Wealth, Inc. Fort White FL Private Residence",,,Salesforce
9577427,,Jerry D Johnson,,,jdjohnson1202@yahoo.com,,List import
10871503,Inactive Investor,Nichole Vanasdal,Associate,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10854768,Inactive Investor,Irma Sgarz,,Goldman Sachs & Co.,,,Salesforce
10783434,Inactive Investor,Walter Johns,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,walter.johns@fidelity.com,,Salesforce
9568172,,Greg Thomson,,,gregthomson888@gmail.com,,List import
10933414,Inactive Investor,Freddy McCulloch,,Cetera Investment Services LLC Atlanta GA 121 W Paces Ferry Rd NW,,,Salesforce
10854681,Inactive Investor,Jesse Cardiel,,Cetera Advisor Networks LLC Livermore CA Private Residence,,,Salesforce
11036759,Inactive Investor,Gaven Pinkley,,LPL Financial LLC Lees Summit MO 609 NE State Rte 291,gaven.pinkley@lpl.com,,Salesforce
11045636,Inactive Investor,Francis Gillis,,J.P. Morgan Securities LLC Tucson AZ 7952 N Oracle Rd,francis.gillis@jpmorgan.com,,Salesforce
11261207,Inactive Investor,Daniel Harrison,Private Wealth Advisor,"Americana Partners, LLC",dharrison@americanapartners.com,,Salesforce
10824297,Inactive Investor,Timothy Redmond,President,The AmeriFlex Group Fullerton CA 2244 N State College Blvd,,,Salesforce
9643052,,Rex Doane,,,rdoane@multipath.net,,List import
10820863,Inactive Investor,Mark Malone,,"Stifel, Nicolaus & Company, Incorporated West Des Moines IA 595 S 60th St",mark.malone@stifel.com,,Salesforce
10988395,Inactive Investor,Vivian Li,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,vyli@ft.newyorklife.com,,Salesforce
10960908,Inactive Investor,Brett Wible,Financial Advisor,"Transamerica Financial Advisors, Inc Stillwater OK 901 S Main St",brett.wible@tfaconnect.com,,Salesforce
10901677,Inactive Investor,Robert Swartz,Registered Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",robert.swartz@wellsfargo.com,,Salesforce
11198505,Inactive Investor,April Winborne,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10832549,Inactive Investor,John Mileszko,Chief Compliance Officer;Managing Member;Managing Partner,Betro Mileszko & Company,jmileszko@betromileszko.com,,Salesforce
11023166,Inactive Investor,Brian Hunt,Principal;Registered Principal,"Wells Fargo Advisors Financial Network, LLC Mobile AL 532 Boulevard Park W",bhunt@wfafinet.com,,Salesforce
11151127,Inactive Investor,Mary Christopher,Paraplanner,"Ameriprise Financial Services, LLC Stuart FL 301 SW Albany Ave",mary.k.christopher@ampf.com,,Salesforce
10656229,,Elise Murray,,,emurray@williamblair.com,,List import
224703,,liane menzies,,[Unknown],mahailiam@gmail.com,,
11235523,Inactive Investor,Michael Franks,Senior Financial Advisor,"Vantage Financial Partners, LLC Cincinnati OH 7844 Remington Rd",,,Salesforce
10895359,Inactive Investor,Matthew Durnan,,J.P. Morgan Securities LLC Concord NC 1255 Concord Pkwy N,matt.durnan@jpmorgan.com,,Salesforce
11114379,Inactive Investor,Antonios Franks,Financial Advisor,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",antoniosfranks@financialguide.com,,Salesforce
10939467,Inactive Investor,Justin Griffith,,Vanguard Marketing Corporation,justin_griffith@vanguard.com,,Salesforce
11047847,Inactive Investor,Ronnie Triplett,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Stone Mountain GA 6063 Memorial Dr",ronnie.triplett@wellsfargoadvisors.com,,Salesforce
242908,,Louise Thanos,Owner,Independent,louisethanos@aol.com,,Manual List Upload
10973791,Inactive Investor,Ryan Gravley,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",ryan.gravley@nm.com,,Salesforce
10899355,Inactive Investor,Vincent Mcmahon,Senior Vice President - Investments,Edelman Financial Engines Indianapolis IN 8555 River Rd,vmcmahon@edelmanfinancialengines.com,,Salesforce
10861907,Inactive Investor,Edmund McNeil,Financial Advisor,LPL Financial LLC Gold River CA Private Residence,edmund.mcneil@lpl.com,,Salesforce
11030667,Inactive Investor,David Bauman,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,david.bauman@primerica.com,,Salesforce
10938766,Inactive Investor,Denis Toporov,Chief Technology Officer,Centerfin New York NY 1740 Broadway,denis@centerfin.co,,Salesforce
10983667,Inactive Investor,Karmi Gutman,Financial Planner,"Lifestyle Planning, LLC",,,Salesforce
10953966,Inactive Investor,Leah Stone,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",leah.stone@ml.com,,Salesforce
244086,,Neil Curran,Managing Director BD,FundVantage Trust,ncurran@fundvantagetrust.com,12152065275,Manual List Upload
11138844,Inactive Investor,Kelvin Tsui,,Morgan Stanley,,,Salesforce
10900261,Inactive Investor,Cindy Morand,,Citigroup Global Markets Inc.,,,Salesforce
10611956,,Joann Parisi,"Financial Advisor, Senior Director - Investments",,joann.parisi@opco.com,,List Import
11106072,Inactive Investor,John White,Chief Compliance Officer;Managing Member;President,"Bianco Capital Management, LLC",,,Salesforce
11161575,Inactive Investor,Precita Beatty-Blakeney,,Money Concepts Capital Corp Charlotte NC Private Residence,,,Salesforce
10948860,Inactive Investor,Hangzhou Chi,,J.P. Morgan Securities LLC New York NY 176 Canal St,hangzhou.chi@chase.com,,Salesforce
5395609,,Jackie Wescott,,,gyzoqxnsc@spacehotline.com,,Web Form Fillout
10875778,Inactive Investor,Karen Rodriguez,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",karen.d.rodriguez@ml.com,,Salesforce
9560999,,Emily Meisinger,,,emeisinger@theadvocategroup.com,,List import
10822319,Inactive Investor,Patrick Woodman,Financial Advisor,Edward Jones Austin TX 1501 S MO Pac Expy,patm.woodman@edwardjones.com,,Salesforce
11109238,Inactive Investor,Christopher Breen,Paraplanner,"Ameriprise Financial Services, LLC Owings Mills MD 300 Red Brook Blvd",christopher.w.breen@ampf.com,,Salesforce
10970418,Inactive Investor,Brenda Henriquez,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10488420,,Michael Phillips,"Managing Member, President",MBP Capital Management LLC,mike@mbpcapital.com,,List Import
10897224,Inactive Investor,Adriane Lowe,Financial Planner,The Wealth Consulting Group,alowe@wealthcg.com,,Salesforce
11190150,Inactive Investor,Jamie White,,"Kuykendall & Schneider, Inc.",,,Salesforce
10961804,Inactive Investor,Riehle Davis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11172141,Inactive Investor,Miller Jones,,Commonwealth Financial Network Dalton GA 115 W King St,,,Salesforce
11109921,Inactive Investor,Mikilani Willing,,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,mikilani.willing@primerica.com,,Salesforce
9542301,,Michael Bills,,,arthurmichael900@gmail.com,,List import
10939379,Inactive Investor,Travis Grosse,Associate Financial Advisor,LPL Financial LLC Saint Johnsbury VT 357 Western Ave,travis.grosse@lpl.com,,Salesforce
10855243,Inactive Investor,Paul Metz,,"Morgan Wilshire Securities, Inc.",metz@morganwilshire.com,,Salesforce
10789203,Inactive Investor,Paul Janssen,,NYLIFE Securities LLC Orange City IA 1005 Lincoln Circle SE,pjanssen@ft.newyorklife.com,,Salesforce
10753497,Inactive Investor,Shawn Downey,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 6650 SW Redwood Ln",shawn.2.downey@ampf.com,,Salesforce
10997226,Inactive Investor,Aayushi Jain,Premier Banker,"Wells Fargo Clearing Services, LLC New York NY 666 3rd Ave",aayushi.jain@wellsfargo.com,,Salesforce
231707,, -,,[[Unknown]],robert.l.head@outlook.com,,Organic Search
9611965,,Bobby Bobby,,,bobbyregs@gmail.com,,List import
11082936,Inactive Investor,Erika Kelly,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",erika.kelly2@ml.com,,Salesforce
11064288,Inactive Investor,Alvin Barnett,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,barnettjr@ft.newyorklife.com,,Salesforce
9560195,,Craig Storm,,,craig.storm@valic.com,,List import
334906,,Amrit Kanwal,"Director, Executive Vice President And Chief Financial Officer",Mfs Investment Management,akanwal@mfs.com,617-954-5000,Manual List Upload
11077592,Inactive Investor,Phoebe Chapman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",phoebe.chapman@ml.com,,Salesforce
11220609,,Brian Harris,,,brian_harris@ssga.com,,Other
10615848,,Denise Cerny,,,denise.cerny@jpmorgan.com,,List Import
10915677,Inactive Investor,Logan Doane,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
11148983,Inactive Investor,Israel Cedano-Perez,,"Wells Fargo Clearing Services, LLC Palm Desert CA 34340 Monterey Ave",,,Salesforce
11097421,Inactive Investor,Brian Beasley,Chief Compliance Officer;Manager;Managing Member;Wealth Advisor,"Athena Advisor Services, LLC",brian.beasley@athenaadvisorservices.com,,Salesforce
11024199,Inactive Investor,Sara Pelikan,,Edward Jones O Fallon MO 512 Villa Piazza Ct,sara.pelikan@edwardjones.com,,Salesforce
9621491,,Mark Womack,,,wotecdotacnrep@yahoo.com,,List import
10915205,Inactive Investor,Gail Urban,Financial Advisor,"Independent Financial Group, LLC Manhattan KS 923 Westport Pl",,,Salesforce
9632345,,Anthony Arko,,,tonyarko@gmail.com,,List import
245217,,Jonathan Bernstein,Financial Advisor,RoundAngle Advisors,jbernstein@roundangleadvisors.com,19175593359,Manual List Upload
11090841,Inactive Investor,Robert Sesich,Private Wealth Advisor,"Osaic FA, Inc. El Paso TX 4687 N Mesa St",rob.sesich@lfg.com,,Salesforce
9573491,,Julie Jurchak,,,julie.jurchak@pnc.com,,List import
10896376,Inactive Investor,Austin Taylor,Chief Compliance Officer;Research Analyst,Bow Stream Investments LLC,,,Salesforce
216676,Inactive Investor,"Steve Powers, CFA, CFP","Director, Wealth Advisor",CLA Connect,steve.powers@claconnect.com,17045823538,Event
11119798,Inactive Investor,Tiffany Mounteer,Administrative Assistant;Client Service Manager,"Ameriprise Financial Services, LLC Sandy UT 7440 S Creek Rd",tiffany.mounteer@ampf.com,,Salesforce
9592501,,chriss silverstein,,,kettlebelldiva.chriss@gmail.com,,List import
9573381,,Jason Hong,,,jhong@thirdpoint.com,,List import
10911494,Inactive Investor,Marci Andriekus,,"Raymond James & Associates, Inc. Troy MI 1152 E Long Lake Rd",marci.andriekus@raymondjames.com,,Salesforce
10920943,Inactive Investor,Correna Pedley,,Cetera Advisor Networks LLC Westfield IN 116 N Union St,,,Salesforce
11084219,Inactive Investor,Renae Brown,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",renae.brown@wellsfargoadvisors.com,,Salesforce
10727250,,Jian Han,,,victraion667@gmail.com,,Web Form Fillout
9570165,,Kendrew Tan,,,kendrew@jerichocap.com,,List import
11012698,Inactive Investor,Cristian Barbalena,,"Empower Financial Services, Inc",cristian.barbalena@empower.com,,Salesforce
348439,,Peter Manos,Member,Arlington Capital Partners,pmanos@arlingtoncap.com,202-337-7500,Manual List Upload
9631335,,crypo Wassa,,,crypo.wassa@gmail.com,,List import
11212934,Inactive Investor,Juan Gonzalez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 1212 Hawkins Blvd",juan.i.gonzalez@ml.com,,Salesforce
9602480,,Zachary Parker,,,zparker@sigmafinancial.com,,List import
9559900,,Laura Cushing,,,cushing.lk@gmail.com,,List import
9544940,,Louis Blakeney,,,l.blakeney@fi.com,,List import
10967858,Inactive Investor,Rhett Lindler,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
10972484,Inactive Investor,Myhanh Truong,,J.P. Morgan Securities LLC Elk Grove CA 7427 Laguna Blvd,myhanh.truong@jpmorgan.com,,Salesforce
230518,, -,,[[Unknown]],apochesneva@gmail.com,,
10760185,Inactive Investor,Clinton Gee,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,clinton.gee@ubs.com,,Salesforce
10908604,Inactive Investor,Gregory Pollack,,LPL Financial LLC Bend OR 250 NW Franklin Ave,gpollack@gpollackfinancial.com,,Salesforce
10355172,,Mehmet Turkoglu,,,mehmetistanbul21234@gmail.com,,Web Form Fillout
11101097,Inactive Investor,Thomas Cates,Founder;Member;Partner;Senior Partner,"Wellington Wealth Strategies, LLC",,,Salesforce
9638675,,Mohammad Mousa,,,mmousa@gtcf.org,,List import
11094144,Inactive Investor,James Marshall,Financial Associate,Thrivent Investment Management Inc. Evansville IN Private Residence,james.marshall@thrivent.com,,Salesforce
10613270,,Steven Gottlieb,"Senior Financial Advisor, Senior Vice President",,steven.gottlieb@ml.com,,List Import
10961583,Inactive Investor,Xuliang Zhang,,Citigroup Global Markets Inc.,,,Salesforce
10779692,Inactive Investor,Michael Destefano,,"FMSbonds, Inc.",mdestefano@fmsbonds.com,,Salesforce
11232229,Inactive Investor,Robert Brito,Broker;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10764185,Inactive Investor,Randy Cobb,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",randy.cobb@nm.com,,Salesforce
10839823,Inactive Investor,Chad Weinmaster,Managing Director,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",chad.weinmaster@wellsfargoadvisors.com,,Salesforce
10970974,Inactive Investor,Joseph Vance,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",joseph.vance@equitable.com,,Salesforce
230253,, -,,[[Unknown]],745829576@qq.com,,
9632639,,Lisa Miniter,,,lisamini@optonline.net,,List import
11206540,Inactive Investor,Nancy Duffy,,PFS Investments Inc. Portland TN 124 Main St,nancy.duffy@primerica.com,,Salesforce
10645712,,Thomas Ricketts,,,tom.ricketts@incapital.com,,List Import
11211115,Inactive Investor,Lesa Low,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",lesa.low@wellsfargoadvisors.com,,Salesforce
10494482,,Charles Burford,"Chief Compliance Officer, Partner","Burford Brothers, Inc.",charlie@burfordbrothers.com,,List Import
10764119,Inactive Investor,Gregory Little,Financial Advisor;Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Roseville CA 1504 Eureka Rd",greg.little@wellsfargoadvisors.com,,Salesforce
10460158,,Aditya Bhange,,,aditya.bhange@gmail.com,,Web Form Fillout
8480391,,Norman Wright,,SKC Financial Group Inc.,nwright@skcfinancial.com,(407) 759-7540,List Import
10813243,Inactive Investor,Mary Olsen,Financial Advisor,Edward Jones Ponte Vedra Beach FL 820 A1a N,elizabeth.fifer@edwardjones.com,,Salesforce
195723,,John Bowles,,[Unknown],johnbradleybowles@icloud.com,,source
9591842,,Navin .,,,navzie007@gmail.com,,List import
10756034,Inactive Investor,Chadwick Carlson,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",chad_carlson@ml.com,,Salesforce
11144796,Inactive Investor,Joseph Mercadante,Financial Advisor;Investment Management Consultant;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,joseph.mercadante@morganstanley.com,,Salesforce
11179086,Inactive Investor,Kyle Chandler,,J.P. Morgan Securities LLC Aurora CO 15300 E Iliff Ave,,,Salesforce
10875738,Inactive Investor,Jesse Shaw,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
11160580,Inactive Investor,Robin Caldwell,Manager - Advisory Services,"Navy Federal Investment Services, LLC South Mills NC Private Residence",robin_caldwell@navyfederal.org,,Salesforce
10614748,,Sanjay Harisingani,"Family Wealth Advisor, Financial Advisor, Financial Planning Specialist",,sanjay.harisingani@morganstanley.com,,List Import
10854182,Inactive Investor,Michael Johnson,,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,,,Salesforce
11135781,Inactive Investor,Alden Ensminger,Financial Advisor,Edward Jones Atchison KS 527 Commercial St,aldie.ensminger@edwardjones.com,,Salesforce
231021,, -,,[[Unknown]],spenn02@msn.com,,
11025552,Inactive Investor,Bianca Adamo-Leece,,J.P. Morgan Securities LLC Flushing MI 6481 W Pierson Rd,bianca.m.adamo@jpmorgan.com,,Salesforce
9579044,,Alain Blair,,,alain@bowvalleypost.com,,List import
10928796,Inactive Investor,James Rickett,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,james.rickett@primerica.com,,Salesforce
10939707,Inactive Investor,Alis Ramirez,,"NewEdge Securities, Inc. Miami FL 2525 Ponce De Leon Blvd",,,Salesforce
344528,,Timothy Peoples,President,"American Capital Management, Inc.",tim@amercap.com,812-945-9888,Manual List Upload
10756167,Inactive Investor,Jeremy Wynes,Financial Advisor,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,jeremy.wynes@ubs.com,,Salesforce
11163231,Inactive Investor,Richard Simonitis,Financial Advisor,LPL Financial LLC North Royalton OH Private Residence,richard.simonitis@lpl.com,,Salesforce
11152223,Inactive Investor,Dominic Pisanti,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",dominic.pisanti@nm.com,,Salesforce
9621908,,Alisen Celestyne,,,alisencelestyne@gmail.com,,List import
11163073,Inactive Investor,Matthew Hartline,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10959744,Inactive Investor,Rene Calzadilla,,"Stonecrest Capital Markets, Inc. San Juan 1369 Ave Ashford",,,Salesforce
10870429,Inactive Investor,Elizabeth Watkins,Chief Compliance Officer;Chief Operating Officer,Crescent Grove Advisors,lwatkins@crescentgroveadvisors.com,,Salesforce
11113804,Inactive Investor,Christopher Romero,Financial Advisor;Financial Consultant,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",,,Salesforce
9644627,,Philipp Suarez,,,philipp.suarez@gmail.com,,List import
11115504,Inactive Investor,Daniel Lawson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",dlawson5@ml.com,,Salesforce
11133198,Inactive Investor,Nancy McGinty,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",nancy_mcginty@ml.com,,Salesforce
11164140,Inactive Investor,Ze Wen,,Morgan Stanley Seattle WA 601 Union St,,,Salesforce
11178734,Inactive Investor,Hector Laija,,"Farmers Financial Solutions, LLC Montebello CA 3327 W Beverly Blvd",hlaija@farmersagent.com,,Salesforce
11078452,Inactive Investor,Richard Presky,Financial Advisor,"Pruco Securities, LLC. Rome NY 214 N Washington St",richard.presky@prudential.com,,Salesforce
11132396,Inactive Investor,Jorge Torres,Private Client Advisor;Vice President,J.P. Morgan Securities LLC La Mirada CA 12333 La Mirada Blvd,,,Salesforce
11014834,Inactive Investor,Kaleb Sanders,Financial Advisor,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",kaleb.sanders@equitable.com,,Salesforce
10794284,Inactive Investor,Emily Lu,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
11002023,Inactive Investor,Teresa Brennan,,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,tbrennan@rwbaird.com,,Salesforce
10973885,Inactive Investor,Ryan Siewert,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Hopkins MN 701 Carlson Pkwy",,,Salesforce
9600023,,Chad Seiler,,,chad6278@att.net,,List import
11103489,Inactive Investor,Matthew Beardwood,Chief Compliance Officer;Director - Wealth Management,"Westover Capital Advisors, LLC",matthew@westovercapital.com,302-633-4040,Salesforce
11020232,Inactive Investor,Eric Donato,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9597584,,lance brandon,,,openit@tutanota.de,,List import
10965862,Inactive Investor,Andrew Lichtenberger,Investment Consultant,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
349154,,Jeffrey Hole,"Vice President, COO",Goldman Sachs Ayco Personal Financial Management,jhole@ayco.com,518-886-4000,Manual List Upload
6944300,,C Y,,Galaxy,charles.yu@galaxy.com,,Web Form Fillout
338101,,Michael Lyons,"Head of Corporate, Institutional Banking",Pnc Investments,mlyons@pnc.com,800-762-6111,Manual List Upload
10856250,Inactive Investor,Jason Hiley,Chief Compliance Officer;Co-Founder;Partner;President,"Hiley Hunt Wealth Management, Inc.",jason@hileyhunt.com,,Salesforce
11203781,Inactive Investor,Jessica Jade Valentini,,Park Avenue Securities LLC West Palm Beach FL 2056 Vista Pkwy,,,Salesforce
231746,, -,,[[Unknown]],ehamblett29@gmail.com,,
10794120,Inactive Investor,Jacob Golladay,Client Service Representative,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9552752,,FRANK BREZOVAR,,,frankhb@earthlink.net,,List import
11199475,Inactive Investor,Michael Locher,Associate Director;Senior Financial Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,michael.locher@opco.com,,Salesforce
10772249,Inactive Investor,Marilyn Page,Assistant Market Head;Executive Director,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,marilyn.page@ubs.com,,Salesforce
10657479,,Colette Anselmo,,,colette.m.anselmo@huntington.com,,List Import
11108058,Inactive Investor,Richard Gustafson,Operations Manager,J.P. Morgan Securities LLC Glendale AZ 3880 W Happy Valley Rd,richard.gustafson@jpmorgan.com,,Salesforce
10979455,Inactive Investor,Graham Forssman,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10917905,Inactive Investor,Steven Tai,Founder;President,"SCT Wealth Management, LLC",,,Salesforce
10648279,,Robert Fillmore,,,rfillmore@sfpdenver.com,,List Import
10782143,Inactive Investor,George Maniatis,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",george.maniatis@ml.com,,Salesforce
11028320,Inactive Investor,Antonio Petruzzi,,PFS Investments Inc. Hialeah FL 3426 W 84th St,6rrgm@primerica.com,,Salesforce
10238,,alfred annunziato,,Annunziato Holdings LLC,aaannunziato@gmail.com,713-705-4548,
11107899,Inactive Investor,Tony Felton,,PFS Investments Inc. Vicksburg MS 820 South St,tony.felton@primerica.com,,Salesforce
10487280,,Jason McClanahan,"Private Client Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",jason.mcclanahan@bofa.com,,List Import
372998,,Manuel Vester,,[Unknown],vestermanuel@gmail.com,,source
9602916,,Katie Eggers,,,kne@hamiltoncapital.com,,List import
10827506,Inactive Investor,Akiko Kamata,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",akiko.kamata@ml.com,,Salesforce
10763402,Inactive Investor,Jeffrey Sandknop,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Louisville KY 295 N Hubbards Ln",jeff.sandknop@schwab.com,,Salesforce
10892442,Inactive Investor,Howard Pressman,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
10827867,Inactive Investor,Dayna Clark,,Goldman Sachs & Co.,,,Salesforce
341508,,Steven Hayes,Director Of Finance,"Pt Asset Management, Llc",shayes@ptamfunds.com,312-521-1000,Manual List Upload
10978018,Inactive Investor,Jota Iwase,,William Blair Charlotte NC 101 S Tryon St,jiwase@williamblair.com,,Salesforce
11097852,Inactive Investor,Frances Tuite,Chief Investment Officer;Portfolio Manager,"Oak Family Advisors, LLC",ftuite@ofallc.com,,Salesforce
10903149,Inactive Investor,Sandra Propst,,Money Concepts Capital Corp McAllen TX 2502 Buddy Owens Ave,spropst@moneyconcepts.com,,Salesforce
216120,,Andy Redmer,,Level 50,andy.redmer@gmail.com,7137147435,Event
10880768,Inactive Investor,Nicholas Garl,Financial Advisor,Edward Jones Tustin CA 18002 Irvine Blvd,nicholas.garl@edwardjones.com,,Salesforce
11091819,Inactive Investor,Robert Jungels,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",robert.jungels@prudential.com,,Salesforce
11036200,Inactive Investor,Ana Harding,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",anamaria.harding@tiaa.org,,Salesforce
9547101,,Alex Kline,,,alex.kline@cambridgesecure.com,,List import
10982990,Inactive Investor,David Szabo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,david.szabo@fmr.com,,Salesforce
5839,, -,,[[Unknown]],richcorzo@gmail.com,,Initial Salesforce Import
9609204,,Woodrow Hartwick,,,wdman96@gmail.com,,List import
9562982,,Kevin Davidson,,,kdavidson@ft.newyorklife.com,,List import
10924892,Inactive Investor,Robert Fourman,,"J.W. Cole Financial, Inc. Burlington IA 320 N 3rd St",,,Salesforce
10863099,Inactive Investor,Molly Pratt,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 1058 E Brokaw Rd",molly.pratt@ml.com,,Salesforce
10814667,Inactive Investor,Matthew Hefley,,"Avantax Investment Services, Inc. Fairfield IL 204 SE 3rd St",,,Salesforce
10944300,Inactive Investor,Joshua McMahon,Financial Advisor,"Pruco Securities, LLC. Windsor CT Private Residence",joshua.mcmahon@prudential.com,,Salesforce
9347480,,Nelda Kacyem,,,nelda.kacyem@partners-cap.com,,Web form fillout
10886562,Inactive Investor,Veronica Utt,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,veronica.utt@jpmorgan.com,,Salesforce
11136323,Inactive Investor,Jay Bleth,Financial Advisor,Edward Jones Dickinson ND 623 State Ave,jay.bleth@edwardjones.com,,Salesforce
10972097,Inactive Investor,Thomas Devito,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9581239,,Patrick McQuinn,,,pmcquinn@wping.com,,List import
11024709,Inactive Investor,Ernesto Keaney,,"Ameritas Investment Company, LLC Stuart FL 759 SW Federal Hwy",ernesto.keaney@ameritas.com,,Salesforce
10867547,Inactive Investor,Douglas Dobson,Financial Advisor;Investment Analyst,"Main Street Financial Solutions, LLC Spring TX 1725 Hughes Landing Blvd",,,Salesforce
10618930,,Thomas Paulson,,,thomas.paulson@rbc.com,,List Import
9573893,,Dina Barilotti,,,dbarilotti@ft.newyorklife.com,,List import
10876841,Inactive Investor,Brandon Hatton,Chief Compliance Officer;Chief Investment Officer;President,"Conscious Wealth Investments, LLC",brandon.hatton@consciouswealth.com,,Salesforce
227506,, -,,[[Unknown]],james@atb.tax,,Organic Search
56192,,Paxton Smith,Financial Planning Director,"MML Investors Services, LLC",jsmithjr@financialguide.com,210-384-3401,
11092007,Inactive Investor,Matthew Gordon,Senior Wealth Advisor,"The Colony Group, LLC",mgordon@thecolonygroup.com,,Salesforce
10644985,,Jordan Shanker,,,jordan.shanker@citigroup.com,,List Import
21502,,Jeaurena Campbell -,,[Unknown],jeaurenainc@gmail.com,,Direct
9574382,,Michael McGrath,,,michaelmcgrath@financialguide.com,,List import
9563816,,Douglas Besso,,,dbesso@hightoweradvisors.com,,List import
11201226,Inactive Investor,Christopher Pavese,Chief Investment Officer;President;Regulatory Contact,"Broyhill Asset Management, LLC",chris@broyhillasset.com,,Salesforce
334628,,Maria Weimer,Reception,Sgroi Wealth Advisory Group Llc,mariaw@sgroifinancial.com,716-674-6700,Manual List Upload
9545005,,Pierre Aube,,,paubejr@gmail.com,,List import
11174270,Inactive Investor,Paolo Pontecorvi,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,paolo.pontecorvi@jpmorgan.com,,Salesforce
10867001,Inactive Investor,Russell Angelbeck,,"Allstate Financial Services, LLC Northbrook IL 3100 Sanders Rd",russellangelbeck@allstate.com,,Salesforce
11209646,Inactive Investor,Stephen Mcdonnell,Investment Advisor Representative;Owner,McDonnell Financial Services,,,Salesforce
10997076,Inactive Investor,Sophia Tugba,,J.P. Morgan Securities LLC Baltimore MD 620 Cherry Hill Rd,sophia.tugba@jpmorgan.com,,Salesforce
10781748,Inactive Investor,Douglas Carter,Financial Advisor;Vice President,Morgan Stanley Redding CA 310 Hemsted Dr,doug.carter@morganstanley.com,,Salesforce
4339139,Inactive Investor,John Ogle,CIO,"Atlas Private Wealth Management, Llc",jcogle@atlaspwm.com,(800) 432-7447,
11190257,Inactive Investor,Daniel Michaud,Financial Advisor,Edward Jones Bangor ME 670 Union St,daniel.michaud@edwardjones.com,,Salesforce
11114711,Inactive Investor,Billal Virani,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",billal.virani@ml.com,,Salesforce
10766299,Inactive Investor,Scott Reynolds,Vice President,Morgan Stanley,,,Salesforce
6282136,,Kinmery ferin,,,hocebe9966@fandua.com,,Web Form Fillout
10874223,Inactive Investor,Jonathan Keetz,Chief Operating Officer;Regulatory Contact;Vice President - Portfolio Operations,"Cambria Investment Management, L.P.",jk@cambriainvestments.com,,Salesforce
9632619,,Lionel Kuate Talom,,,kuatelionel@gmail.com,,List import
10909521,Inactive Investor,Stephen Bredemeyer,Vice President,PFS Investments Inc. Eufaula OK 121 N Main St,stephen.bredemeyer@primerica.com,,Salesforce
232103,, -,,[Unknown],luca.mantovani@outlook.com,,
10858206,Inactive Investor,Tina Au,,"Avantax Investment Services, Inc. Honolulu HI 1314 S King St",,,Salesforce
11254459,Inactive Investor,Kara Pitkin,,Cetera Advisor Networks LLC Watertown NY 120 Washington St,,,Salesforce
64019,,Thomas Orecchio,"Chief Executive Officer, Elected Manager, Principal, Wealth Manager","Modera Wealth Management, LLC",tomo@moderawealth.com,201-768-4600,
341835,,Rob Allan,Wealth Advisor,Johnson & White Wealth Management Llc,rallan@johnsonandwhite.com,717-430-0001,Manual List Upload
227746,, -,,[[Unknown]],phillip@phillipwashingtonjr.com,,Organic Search
10917343,Inactive Investor,Steven Busque,Financial Advisor,"Pruco Securities, LLC. Waterville ME 143 Silver St",steven.busque@prudential.com,,Salesforce
11182455,Inactive Investor,Michael Sanchez,Head Trader;Lead Analyst,"Flagship Harbor Advisors, LLC Austin TX 2121 Lohmans Crossing Rd",,,Salesforce
11034678,Inactive Investor,Johnathan Pulleyn,,LPL Financial LLC Clayton NC Private Residence,johnathan.pulleyn@lpl.com,,Salesforce
11171996,Inactive Investor,Cecille Demesillo,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,cddemesillo@ft.newyorklife.com,,Salesforce
349675,,Margaret Wyrwas,Director,Panagora Asset Management Inc,mwyrwas@panagora.com,617-439-6300,Manual List Upload
9466717,,Rolf Versluis,,Rolf Versluis,rolf@zensystem.io,,List Import
11194151,Inactive Investor,Anne Henry,,State Farm VP Management Corp. Colonial Heights VA 241Charles H Dimmock Pkwy,,,Salesforce
10856724,Inactive Investor,Marty Martinez,,"Allstate Financial Services, LLC Henderson NV 1291 Galleria Dr",martymartinez@allstate.com,,Salesforce
11236863,Inactive Investor,Morgan Phillips,Chief Operating Officer;Partner,"Vincimus Capital, LLC Jacksonville FL 7077 Bonneval Rd",,,Salesforce
10928911,Inactive Investor,Ritter Krause,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",ritter.krause@ml.com,,Salesforce
11026542,Inactive Investor,Brian McKee,Investment Advisor Representative,"Osaic Wealth, Inc. Albany NY 421 New Karner Rd",,,Salesforce
11134667,Inactive Investor,Eugene Schaffer,,PFS Investments Inc. Milan OH 31 Park St,eschaffer@primerica.com,,Salesforce
11068818,Inactive Investor,Bradley Vaughan,Senior Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",bradley_vaughan@ml.com,,Salesforce
9606603,,Navdeep Dhaliwal,,,nd@nlxcapital.com,,List import
10776355,Inactive Investor,Christopher Gregson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring Hill FL 11050 Spring Hill Dr",christopher.gregson@ml.com,,Salesforce
9618582,,Wei Zhang,,,wei.zhang@citadel.com,,List import
10753397,Inactive Investor,Jill Bruno,Financial Advisor,"Ameriprise Financial Services, LLC Saint Cloud MN 1765 Roosevelt Rd",,,Salesforce
10753258,Inactive Investor,Robert White,Financial Advisor,"Ameriprise Financial Services, LLC Brandon FL 1206 Millennium Pkwy",robert.white2@ampf.com,,Salesforce
10998201,Inactive Investor,Matthew Galbraith,,LPL Financial LLC Lexington KY 100 E Vine St,matthew.galbraith@lpl.com,,Salesforce
11089491,Inactive Investor,Martin Ortiz Chavez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10774874,Inactive Investor,Anna Kohlem,Financial Planning Associate;Wealth Management Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,anna.kohlem@morganstanley.com,,Salesforce
10617433,,Qamil Dervishi,,,qamil.dervishi@jpmorgan.com,,List Import
10918754,Inactive Investor,Damon Dozier,,LPL Financial LLC Los Angeles CA 10250 Constellation Blvd,,,Salesforce
10937420,Inactive Investor,Cassidy Russo,,NYLIFE Securities LLC Baton Rouge LA 13441 Tiger Bend Rd,crusso@ft.newyorklife.com,,Salesforce
9583021,,Terry Muchler,,,terry@muchlerfinancial.com,,List import
11082870,Inactive Investor,Zaira Espinoza,,"Avantax Investment Services, Inc.",,,Salesforce
11084624,Inactive Investor,Colin Mccallum,Financial Advisor,Edward Jones Owosso MI 2246 E M 21,colin.mccallum@valic.com,,Salesforce
10842670,Inactive Investor,John Duda,Financial Advisor,Edward Jones San Antonio TX 14607 San Pedro Ave,john.duda@edwardjones.com,,Salesforce
9626228,,Albert Haddix,,,haddix2468@icloud.com,,List import
11196919,Inactive Investor,Andrew Schmitmeyer,Financial Advisor,LPL Financial LLC Minster OH 133 E 4th St,andrew.schmitmeyer@lpl.com,,Salesforce
9599250,,Patrick White,,,patrick@verifyme.com,,List import
10990949,Inactive Investor,James Lavelle,,NYLIFE Securities LLC Wyoming PA 296 Wyoming Ave,jlavelle@ft.newyorklife.com,,Salesforce
10925810,Inactive Investor,John Stevens,Financial Advisor,Edward Jones Dublin OH Private Residence,john.stevens@edwardjones.com,,Salesforce
11165407,Inactive Investor,Mona Cody,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,mona.tavathia@gs.com,,Salesforce
11174915,Inactive Investor,Jason Elchert,Financial Advisor,"Osaic Wealth, Inc. Findlay OH 2498 Bluestone Dr",,,Salesforce
10959505,Inactive Investor,Briana Della Loggia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10969546,Inactive Investor,Austin Kirkland,,Edward Jones Roseburg OR 4211 NE Stephens St,,,Salesforce
11229834,Inactive Investor,David Marr,,"First Command Brokerage Services, Inc. Jacksonville Beach FL 320 1st St N",,,Salesforce
11029283,Inactive Investor,Linette Bastidas,Sales Assistant,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",linette.bastidas@equitable.com,,Salesforce
11046297,Inactive Investor,Jason Cohn,,"Pensionmark Securities, LLC Brentwood TN 229 Ward Cir",jcohn@pensionmark.com,,Salesforce
11097869,Inactive Investor,James Ayres,Chief Investment Officer,"Pacific Portfolio Consulting, LLC Seattle WA 601 Union St",,,Salesforce
11050872,Inactive Investor,Tamera Dobrotin,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
10696149,,Leopoldo Lanz,,Miura Capital LLc,leolanzp@gmail.com,,List Import
9570790,,Stephen Matson,,,stephen.matson@cfdinvestments.com,,List import
11183897,Inactive Investor,Carl Kozlowski,Investment Advisor Representative,"Osaic Wealth, Inc. Rockledge FL 3188 Suntree Blvd",,,Salesforce
11137809,Inactive Investor,Edgar Barrera,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,edgar.barrera@jpmorgan.com,,Salesforce
171153,,Ferdinand Guerrero,,[Unknown],eidref.guerrero@outlook.com,,
10940928,Inactive Investor,Jeffrey Blok,,LPL Financial LLC San Diego CA 4707 Executive Dr,jeffrey.blok@lpl.com,,Salesforce
333379,,Chris Battifarano,,Finemark Bank,cbattifarano@finemarkbank.com,,Manual List Upload
10798506,Inactive Investor,Shawn Fox,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,shawn.fox@fidelity.com,,Salesforce
11217836,,Diming Zhu,,,diming.zhu@jpmorgan.com,,List Import
10647935,,James Struck,,,dstruck@futurecapitalco.com,,List Import
10792176,Inactive Investor,Holly Beauvais,,"Northwestern Mutual Investment Services, LLC Stevens Point WI 5417 Vern Holmes Dr",holly.beauvais@nm.com,,Salesforce
11069384,Inactive Investor,Donna Brewer,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",donna.brewer@gwrs.com,,Salesforce
11105986,Inactive Investor,Matt Greenberg,,First Manhattan Securities LLC,mgreenberg@firstmanhattan.com,,Salesforce
226807,, -,,[[Unknown]],fabioarguello55@gmail.com,,Initial Salesforce Import
10509957,,Brian Hartigan,Global Head of ETF Investments,Invesco,brian.hartigan@invesco.com,,List Import
10924513,Inactive Investor,Daniel Doan,Relationship Banker,"Wells Fargo Clearing Services, LLC Salisbury NC 866 Jake Alexander Blvd W",daniel.a.doan@wellsfargo.com,,Salesforce
10816271,Inactive Investor,Elijah Place,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10893054,Inactive Investor,Robert Gibson,,"Farmers Financial Solutions, LLC Bellevue WA 3120 139th Ave SE",,,Salesforce
10807154,Inactive Investor,Lisa La Plante,,LPL Financial LLC Albany NY 80 Wolf Rd,lisa.la-plante@lpl.com,,Salesforce
9635867,,Sandy Fleming,,,sfleming@newwatercap.com,,List import
9602050,,chor sheng ng,,,chorshengng@gmail.com,,List import
9644792,,Ann Burton,,,ann.burton11@gmail.com,,List import
11172336,Inactive Investor,Michael DAmbrosio,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,michael.dambrosio@fmr.com,,Salesforce
11085557,Inactive Investor,Joshua Manikowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joshua.manikowski@ml.com,,Salesforce
10866513,Inactive Investor,Christopher Carpenter,,"Northwestern Mutual Investment Services, LLC Lakeland FL 1476 Town Center Dr",christopher.carpenter@nm.com,,Salesforce
9647277,,Utkarsh Gogia,,,utkarsh.gogia@g.softbank.co.jp,,List import
11015422,Inactive Investor,Pamela Mangen,Assistant;Board Secretary;Secretary,"Multiple Financial Services, Inc. Irvine CA 15615 Alton Pkwy",,,Salesforce
11081158,Inactive Investor,Michael St Amour,,"Osaic Wealth, Inc. Marlton NJ 1 Eves Dr",mstamour@royalaa.com,,Salesforce
10892998,Inactive Investor,Richard Chan,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
9553607,,Whitlee Riedel,,,whitlee.hampton@fidelity.com,,List import
10835481,Inactive Investor,Mark Zigman,,Commonwealth Financial Network Great Neck NY 10 Cuttermill Rd,mzigman@commonwealth.com,,Salesforce
11097841,Inactive Investor,Hung-En Lai,,Cetera Investment Services LLC Irvine CA 5408 Walnut Ave,m.lai@ceterais.com,,Salesforce
9647813,,Gift Mawela,,,omphilemawela246@gmail.com,,List import
9582771,,Mukkul Dasgupta,,,mukkuld@gmail.com,,List import
11034027,Inactive Investor,Jill Warren,,Cetera Investment Services LLC Higginsville MO 1919 Hwy 13 Blvd,,,Salesforce
10823594,Inactive Investor,Mitchell Lerner,Vice President - Wealth Management,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,mlerner@janney.com,,Salesforce
11205254,Inactive Investor,Jared Weinerman,Financial Planner,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",jared.weinerman@lfg.com,,Salesforce
238085,, -,,[[Unknown]],enrico.de.marchi@protonmail.com,,
11078584,Inactive Investor,Brenda Smith,,"Raymond James & Associates, Inc.",brenda.smith@raymondjames.com,,Salesforce
11083306,Inactive Investor,Brenda Pingree,,"Osaic Wealth, Inc. Kirkland WA 128 State St S",,,Salesforce
249234,,Beth Oporto,,The Ricciardi Group,beth.oporto@thericciardigroup.com,(732) 403-9296,Manual List Upload
10832453,Inactive Investor,Benjamin Nicol,,"Raymond James Financial Services, Inc. Memphis TN 949 Shady Grove Rd S",ben.nicol@raymondjames.com,,Salesforce
11106896,Inactive Investor,Amanda Cardona,,LPL Financial LLC Wichita KS 301 N Main St,amanda.cardona@lpl.com,,Salesforce
10876566,Inactive Investor,Nathan Zundel,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11169801,Inactive Investor,John Wagner,,"Raymond James Financial Services, Inc. Highland MI 1641 S Milford Rd",john.wagner@raymondjames.com,,Salesforce
226630,, -,,[[Unknown]],tmaszzz@mm.pl,,Initial Salesforce Import
10820914,Inactive Investor,Nancy Bergstrom,Chief Operating Officer;Managing Member;Principal,"Waypoint Capital Advisors, LLC",,,Salesforce
10978103,Inactive Investor,Brandon Parrott,,"American Fidelity Securities, Inc.",brandon.parrott@americanfidelity.com,,Salesforce
35063,,Rebecca Agamaite,Investment Advisor Representative,Advisors Management Group Inc,rebeccaa@amgteam.com,,
11209437,Inactive Investor,Jonathan Winzeler,Chief Investment Officer;Member;Partner,"Sunburst Financial Group, LLC",jwinzeler@sunburstfinancial.com,,Salesforce
10799977,Inactive Investor,Timothy Croak,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,timothy.croak@ubs.com,,Salesforce
11118693,Inactive Investor,Rose Roberts-Jassoy,,NYLIFE Securities LLC Parish FL Private Residence,rroberts-jassoy@ft.newyorklife.com,,Salesforce
11128947,Inactive Investor,Matthew Snuggs,,"Raymond James Financial Services, Inc. Raleigh NC 8311 Bandford Way",matthew.snuggs@raymondjames.com,,Salesforce
9639879,,Elinor Ouyang,,,eouyang@silvercrestgroup.com,,List import
10656054,,Gerard Korabik,,,gkorabik@savantcapital.com,,List import
225907,, -,,[[Unknown]],jaguarshouse@gmail.com,,Initial Salesforce Import
10855729,Inactive Investor,Scott Bombeck,,"Cambridge Investment Research, Inc. Norwood PA Private Residence",,,Salesforce
9569659,,Adam Aspes,,,adam@jampartners.com,,List import
9609634,,xix xix,,,345345345@qq.com,,List import
9617943,,Lawrence Gill,,,lgill@aljcapital.com,,List import
11142275,Inactive Investor,James Cox,Advisor;Financial Planner,LPL Financial LLC Fort Collins CO 921 E Prospect Rd,james.l.cox@lpl.com,,Salesforce
11234548,Inactive Investor,Brooke Dixon,,"Bankers Life Securities, Inc. Louisville KY 101 Bullitt Ln",brooke.dixon@bankerslife.com,,Salesforce
11209641,Inactive Investor,Martin McDermott,Chief Investment Officer,"Conscientia Family Office, LLC",mmcdermott@conscientiafo.com,,Salesforce
9613206,,Daniel Hill,,,dwhill@williamblair.com,,List import
10757012,Inactive Investor,Matthew Smith,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,matthew.j.smith@morganstanley.com,,Salesforce
11260522,Inactive Investor,Ryan Vance,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,rvance@primerica.com,,Salesforce
11123812,Inactive Investor,Scott Zeplowitz,,NYLIFE Securities LLC Buffalo NY 7 Limestone Dr,szeplowitz@ft.newyorklife.com,,Salesforce
10487449,,Wendy Hosner,,Level Four Advisory Services,whosner@levelfourfinancial.com,,List Import
10992576,Inactive Investor,Alveeraa Rizwan,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9546656,,Aaron Kisko,,,aaron@toruscommunications.com,,List import
11172555,Inactive Investor,Terry Marynchak,,"Cambridge Investment Research, Inc. Washington PA 6 S Main St",,,Salesforce
11010856,Inactive Investor,Mason Fitzpatrick,Financial Advisor,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",mfitzpatrick@financialguide.com,,Salesforce
10958502,Inactive Investor,Brooke Harris,Financial Advisor,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",brooke.harris@raymondjames.com,,Salesforce
11123026,Inactive Investor,Jeremy Schmidt,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Ann Arbor MI 760 W Eisenhower Pkwy",jeremy.schmidt@schwab.com,,Salesforce
10929637,Inactive Investor,Jace Foreman,,State Farm VP Management Corp. Richardson TX 1415 State St,jace.foreman.m4sc@statefarm.com,,Salesforce
10768565,Inactive Investor,Bonita Noce,,"N.I.S. Financial Services, Inc.",,,Salesforce
10863165,Inactive Investor,Marina Deering,,"Acrylic Financial, Inc. Traverse City MI Private Residence",marina@acrylicfinancial.com,,Salesforce
9595473,,Richard Jackson,,,rjackson72@gmail.com,,List import
11030229,Inactive Investor,Justin Gaudet,Financial Consultant,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",justin.gaudet2@equitable.com,,Salesforce
11070366,Inactive Investor,Rodney Turner,,"Cambridge Investment Research, Inc. Sedona AZ 224 Calle Diamante",,,Salesforce
9610400,,Antonio Mormile,,,amormile91@gmail.com,,List import
10977309,Inactive Investor,Shivank Gupta,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,sgupta@rwbaird.com,,Salesforce
11123118,Inactive Investor,Rasik Machchhar,,"The Investment Center, Inc. Edison NJ Private Residence",rmachchhar@investmentctr.com,,Salesforce
9551132,,Ryan Davian,,,rdavian@ayco.com,,List import
370992,,KAdir TUTAK,,Turkey,info@inkjet.com.tr,,Salesforce
10866785,Inactive Investor,Jason Messick,,LPL Financial LLC Canonsburg PA 1100 Ashwood Dr,jason.messick@lpl.com,,Salesforce
11181421,Inactive Investor,John Kurgan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 121 Outerbelt St",john.x.kurgan@ampf.com,,Salesforce
9555386,,John Dee,,,john@sfa.us.com,,List import
10986269,Inactive Investor,Michael Clark,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc. Hendersonville NC 539 N Main St",michael.clark3@firstcitizens.com,,Salesforce
9641552,,David Sprinkle,,,sprinkle6@gmail.com,,List import
11057143,Inactive Investor,Matthew Williams,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 10025 Investment Dr",matthew.a.williams@ampf.com,,Salesforce
11153022,Inactive Investor,Isaac Norman,,"Transamerica Financial Advisors, Inc Stockton CA 1036 W Robinhood Dr",isaac.norman@tfaconnect.com,,Salesforce
10783644,Inactive Investor,Kathleen Kownacky,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",kathleen_kownacky@ml.com,,Salesforce
10764645,Inactive Investor,Robert Banas,First Vice President - Wealth Management;Senior Retirement Plan Consultant,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,bob.banas@ubs.com,,Salesforce
9553015,,Michael Steffen,,,michael.steffen@53.com,,List import
11139986,Inactive Investor,Shari Baltrusch,,LPL Financial LLC Havre MT 415 4th Ave,shari.baltrusch@lpl.com,,Salesforce
10965810,Inactive Investor,David Kim,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,david.kim@jpmorgan.com,,Salesforce
9633397,,Rabia Iqbal,,,r@rabiaiqbal.com,,List import
9612386,,William Crown,,,wcrown@crown-chicago.com,,List import
11040175,Inactive Investor,Austin Murphy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11139181,Inactive Investor,Hoi Wai Kennis Tse,,J.P. Morgan Securities LLC Cedar Grove NJ 664 Pompton Ave,hoiwaikennis.tse@chase.com,,Salesforce
11099368,Inactive Investor,Megan Williams,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10807622,Inactive Investor,Nicholas Cafaro,Financial Advisor,Robert W. Baird & Co. Incorporated,ncafaro@rwbaird.com,,Salesforce
11210529,Inactive Investor,Scott Solod,Chief Compliance Officer,Folger Nolan Fleming Douglas Incorporated,ssolod@fnfd.com,,Salesforce
10804705,Inactive Investor,Tiffany Yee,Financial Advisor,"CUSO Financial Services, L.P. Pasadena CA 100 W Walnut St",tiffany.yee@cusonet.com,,Salesforce
9628421,,Prakash Chandak,,,prakash.chandak.wg@gmail.com,,List import
11052329,Inactive Investor,Christopher Morris,,J.P. Morgan Securities LLC Baltimore MD 100 S Charles St,,,Salesforce
10801062,Inactive Investor,Mark Adams,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",mark.adams@nm.com,,Salesforce
11159873,Inactive Investor,Eric Shrayer,Director - Research;Senior Vice President,"Reynders, McVeigh Capital Management, LLC",eshrayer@reyndersmcveigh.com,,Salesforce
10765757,Inactive Investor,Teresa Verone,,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",teresa.verone@rbc.com,,Salesforce
10656758,,Jordan Pemble,,,jordan.pemble@fmr.com,,List Import
11106487,Inactive Investor,Patrick Hutchinson,Financial Advisor;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,pat.hutchinson@morganstanley.com,,Salesforce
9635966,,Philip Clements,,,pclements@recordcm.com,,List import
10936529,Inactive Investor,Tarik Eldin,Financial Advisor,LPL Financial LLC Sacramento CA 800 H St,tarik.eldin@lpl.com,,Salesforce
11068559,Inactive Investor,Taylor Kean,,"Northwestern Mutual Investment Services, LLC Huntsville AL 200 Clinton Ave W",,,Salesforce
11167929,Inactive Investor,Matson Schwalm,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,matson.schwalm@ubs.com,,Salesforce
10834645,Inactive Investor,Robert Goode,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",robert.goode@ml.com,,Salesforce
9601889,,Robert Lord,,,robert.lord@spireip.com,,List import
11071297,Inactive Investor,Allison Parsons,Private Wealth Advisor,"Synovus Securities, Inc. Savannah GA 7402 Hodgson Memorial Dr",allisonparsons@synovus.com,,Salesforce
11050477,Inactive Investor,Michael Bender,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,michael.bender@fmr.com,,Salesforce
10974458,Inactive Investor,Karli Finney,Financial Advisor,Thrivent Investment Management Inc. Grand Forks ND 3535 S 31st St,karli.finney@thrivent.com,,Salesforce
11176479,Inactive Investor,Stephanie Austria,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,stephanie.austria@chase.com,,Salesforce
11169557,Inactive Investor,Ian Weinberg,,LPL Financial LLC Woodbury NY 7600 Jericho Tpke,ian.weinberg@lpl.com,,Salesforce
9601301,,Vir Gofto,,,bodcom7777@gmail.com,,List import
10597198,,gurvinder dhaliwal,,,guv@fuel.ventures,,Web Form Fillout
9572411,,Adam Greene,,,agreene@deerfieldpartners.com,,List import
11060741,Inactive Investor,Mary Capparuccini,,NYLIFE Securities LLC South Burlington VT 56 W Twin Oaks Ter,mcapparuccini@eaglestrategies.com,,Salesforce
10802597,Inactive Investor,Denise Poorman,,Morgan Stanley Philadelphia PA 1650 Market St,denise.poorman@morganstanley.com,,Salesforce
370880,,? ?,,China,1509930507@qq.com,,Salesforce
11007785,Inactive Investor,Susan Hedrick,,PFS Investments Inc. Manheim PA 637 Ditz Dr,shedrick@primerica.com,,Salesforce
9584490,,Afolabi Amos,,,olowojuniafolabi@gmail.com,,List import
10933351,Inactive Investor,Jorin Bale,Financial Advisor,"CUSO Financial Services, L.P. Boulder CO 611 S Broadway St",,,Salesforce
10958251,Inactive Investor,Tianyi Hao,Private Client Advisor;Vice President,J.P. Morgan Securities LLC San Jose CA 6471 Almaden Expy,tianyi.hao@jpmorgan.com,,Salesforce
11207122,Inactive Investor,Paul Miller,,"Equitable Advisors, LLC Wilmington DE 3 Mill Rd",paul.miller@equitable.com,,Salesforce
10753216,Inactive Investor,Robin Deflice,,"Cadaret, Grant & Co., Inc. Bradley Beach NJ Private Residence",rdeflice@cadaretgrant.com,,Salesforce
11196999,Inactive Investor,Ted Rifkin,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Phoenix AZ 3200 E Camelback Rd",ted.rifkin@mutualofomaha.com,,Salesforce
10891966,Inactive Investor,Ryan Gunderson,Financial Advisor,LPL Financial LLC Aberdeen SD 125 Brown County Hwy 19 S,ryan.gunderson@lpl.com,,Salesforce
11029334,Inactive Investor,Daniel Feichtner,Associate Director;Financial Advisor,Oppenheimer & Co. Inc. Alton IL 227 E Center Dr,dan.feichtner@opco.com,,Salesforce
10865680,Inactive Investor,Jeffrey Jeter,Financial Advisor,"Equitable Advisors, LLC Fayetteville AR 3164 W Montrail Pl",jeffrey.jeter@equitable.com,,Salesforce
11099564,Inactive Investor,Christopher Botamer,President,Botamer Financial,cbotamer@botamerfinancial.com,,Salesforce
10916557,Inactive Investor,Guillermo Garsed,Relationship Manager,"Wells Fargo Clearing Services, LLC",guillermo.garsed@wellsfargoadvisors.com,,Salesforce
11127349,Inactive Investor,Andres Arellano Paredes,,PFS Investments Inc. Gaithersburg MD 6 Montgomery Village Ave,andres.paredes@primerica.com,,Salesforce
10990397,Inactive Investor,Drew Rudlong,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
10903816,Inactive Investor,Michael Knell,,"Cambridge Investment Research, Inc. Mansfield OH 111 Park Ave E",,,Salesforce
95301,,Adam Hochman,,Student,amh183@case.edu,5129341964,Content
11091449,Inactive Investor,Edwin Peters,,"Kestra Investment Services, LLC Mobile AL 153 W I65 Service Rd N",,,Salesforce
9602969,,Michael Sato,,,michael.sato@clsinvest.com,,List import
227176,, -,,[Unknown],pranay@hub.la,,
11097699,Inactive Investor,Brandi Behlke,,Fidelity Brokerage Services LLC Huntersville NC 16740 Birkdale Commons Pkwy,brandi.behlke@fidelity.com,,Salesforce
11157541,Inactive Investor,Audrey Daum,Senior Vice President - Investments,"Moors & Cabot, Inc.",adaum@moorscabot.com,,Salesforce
10850393,Inactive Investor,Matthew King,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",matthew1.king@ml.com,,Salesforce
10786622,Inactive Investor,Grant Kubota,Senior Vice President;Wealth Advisor,Morgan Stanley Honolulu HI 733 Bishop St,grant.kubota@morganstanley.com,,Salesforce
10531859,,Lou Cenatiempo,Asset Management Lead Expert,US Treasury Department,luigi.cenatiempo@occ.treas.gov,2023740850,List Import
11181082,Inactive Investor,John Matczenko,,NYLIFE Securities LLC La Verne CA 1185 Baseline Rd,jmatczenko@ft.newyorklife.com,,Salesforce
11104674,Inactive Investor,Patricia Whitney,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,patricia.whitney@ubs.com,,Salesforce
9546690,,Timothée Thouvenot,,,innk.pro@gmail.com,,List import
11210864,Inactive Investor,Tabitha Zubber,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,tzubber@primerica.com,,Salesforce
11083184,Inactive Investor,Jun Tang,,Cetera Investment Services LLC Plano TX 2001 Coit Rd,,,Salesforce
11059617,Inactive Investor,Jonathan Akley,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_akley@vanguard.com,,Salesforce
11220266,,John Lewis,,,jlewis@wicinvest.com,,Other
10864474,Inactive Investor,Michael Herd,,State Farm VP Management Corp. Tucson AZ 8880 E Speedway Blvd,michaelherd@statefarm.com,,Salesforce
10617584,,John Pekar,,,john.pekar@primerica.com,,List Import
10843913,Inactive Investor,Lester Antman,Owner;Personal Financial Advisor;Regulatory Contact,SimplyRich Fallbrook CA 19 Gateview Dr,lester@simplyrich.com,,Salesforce
10797705,Inactive Investor,Nusheen Javadizadeh,Chief Compliance Officer;Director;Owner;President;Shareholder,"RJJ Pasadena Securities, Inc.",nusheen@pasadenasecurities.com,,Salesforce
11108903,Inactive Investor,Michael Radoff,Chief Compliance Officer,LGT Financial Advisors LLC,miker@lgt-fa.com,,Salesforce
9636286,,Brian Proctor,,,bproctor@emccta.com,,List import
224953,,Mark Krein,,NA,mvernonkrein@gmail.com,,Other
5251502,,Mykhailo Pasika,,,m.pasika@gmail.com,,Web Form Fillout
9636333,,Susan Bridges,,,susan.bridges@colonyfamilyoffices.com,,List import
11209789,Inactive Investor,Savannah Bettega-Dobbs,Financial Advisor,Edward Jones East Tawas MI 103 E Bay St,savannah.bettega@edwardjones.com,,Salesforce
10898003,Inactive Investor,Thomas Risher,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Hilton Head Island SC 10 Hospital Center Cmns,trisher@rockco.com,,Salesforce
10809009,Inactive Investor,David Caudill,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",david.caudill@wellsfargoadvisors.com,,Salesforce
9613554,,Nyankomo Marwa,,,nyankomo.marwa@gmail.com,,List import
11133139,Inactive Investor,Douglas Mccarley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,douglas.mccarley@fidelity.com,,Salesforce
10912304,Inactive Investor,Edward Mejia,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
9580668,,Geoffrey Mavar,,,geoffrey.mavar@chickasawcap.com,,List import
11203302,Inactive Investor,Christian Garcia,,PFS Investments Inc. Conroe TX 1135 Grand Central Pkwy,,,Salesforce
11210556,Inactive Investor,Blake Edwards,Associate Wealth Management Advisor;Financial Advisor,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",blake.a.edwards@nm.com,,Salesforce
10945897,Inactive Investor,Adam Desjardins,Research Analyst;Vice President,Birch Hill Investment Advisors LLC,,,Salesforce
9576863,,?? ?,,,cdd0215@gmail.com,,List import
10784714,Inactive Investor,Katina Nittis,,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,katina.nittis@us.hsbc.com,,Salesforce
11222648,,Kenneth Lafreniere,,,klafreniere@empirical-research.com,,List Import
11036281,Inactive Investor,Myisha Nannola,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,,,Salesforce
11226463,,Liam Desmond,,,liam.desmond@wealthspire.com,,Web Form Fillout
10792187,Inactive Investor,Michael McEntee,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boston MA 60 State St",michael.a.mcentee@ampf.com,,Salesforce
10861094,Inactive Investor,Kevin Johnson,Financial Advisor,Edward Jones Franklin MA 205 E Central St,k.l.johnson@edwardjones.com,,Salesforce
10956734,Inactive Investor,Austin Concascia,,Fidelity Brokerage Services LLC,,,Salesforce
11219424,,Laura Chooljian,,,laura.chooljian@ubs.com,,Other
9639940,,Hershel Harper,,,hharper@rhac.com,,List import
11026527,Inactive Investor,Michael Rutler,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",michael.rutler@truist.com,,Salesforce
10995475,Inactive Investor,Steven Barber,,State Farm VP Management Corp. Richardson TX 1415 State St,steven.barber.eu1f@statefarm.com,,Salesforce
11161778,Inactive Investor,Nathan Price,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11086791,Inactive Investor,Tuyet-Minh Hoang,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Katy TX 400 S Mason Rd,tuyet-minh.hoang@jpmorgan.com,,Salesforce
11001755,Inactive Investor,Alejandro Murillo Perez,,Key Investment Services LLC Hillsboro OR 2095 NW 185th Ave,alejandro.murillo-perez@key.com,,Salesforce
9628531,,John Hubbard,,,jjh013@aol.com,,List import
11112536,Inactive Investor,Michael Gotleib,,LPL Financial LLC Delray Beach FL 954 Bolender Dr,michael.gotleib@lpl.com,,Salesforce
9607135,,Jeffrey Williard,,,jeffreywilliard@gmail.com,,List import
10925623,Inactive Investor,Lorna Beesley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9577957,,Erin Battistello,,,ebattistello@ayco.com,,List import
10776528,Inactive Investor,Everly Champion,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,everly.champion@ubs.com,,Salesforce
10845501,Inactive Investor,Clark Schulte,,The O.N. Equity Sales Company Cedar Rapids IA 425 2nd St SE,clark_schulte@ohionational.com,,Salesforce
11026749,Inactive Investor,David Hayward,,"Equity Services, Inc.",dhayward@nationallife.com,,Salesforce
10680423,,Robert Lindstrom,,,rbrtlindstrom@gmail.com,,Web Form Fillout
246249,,Not Provided,President,Law Offices of Kenneth Wincorn P.C.,kwincorn@wincorn.com,,Manual List Upload
10812161,Inactive Investor,Christine Phillips,Executive Director,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,christine.c.phillips@jpmorgan.com,,Salesforce
11260775,Inactive Investor,Geoffrey Xie,,Evercore Group L.L.C.,,,Salesforce
10898329,Inactive Investor,Jordan Vocke,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",jordan.vocke@ml.com,,Salesforce
9592841,,George Chin,,,george@destinationwm.com,,List import
1004181,Inactive Investor,Cassie Stoddard,,Cassie Stoddard,mary.c.stoddard@gmail.com,,3rd Party Lead Gen
10944602,Inactive Investor,Lisa Eichman,,"Packerland Brokerage Services, Inc. Valencia CA 27441 Tourney Rd",lisa_eichman@packerlandbrokerage.com,,Salesforce
9629029,,Victoria Tiebienieva,,,vialaia1989@gmail.com,,List import
10443,,Philip Neustadt,,retired,pneustadt@msn.com,3369448090,Organic Search
11080450,Inactive Investor,Sofie Alabaster,,Goldman Sachs & Co.,,,Salesforce
10983218,Inactive Investor,Stella Joy Andres-Oppus,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",,,Salesforce
11069874,Inactive Investor,Geoffrey Russell,Financial Advisor,"Pinnacle Family Advisors, LLC",geoffrey@pinnaclefamilyadvisors.com,,Salesforce
9635050,,Geno Mell,Regional Sales Manager,Snowcap Capital Management,gmell@snowcm.com,,List import
11152015,Inactive Investor,Richard Kaczor,,"Avantax Investment Services, Inc. Schaumburg IL 1015 W Wise Rd",,,Salesforce
11064215,Inactive Investor,Frank Leone,Financial Advisor,Edward Jones Port Clinton OH 3866 E Harbor Light Landing Dr,frank.leone@edwardjones.com,,Salesforce
10925715,Inactive Investor,Jonathan Donnaway,Financial Planner,"ICA Group Wealth Management, LLC Durango CO 1201 Main Ave",jonathan.donnaway@icadvisorgroup.com,,Salesforce
10944645,Inactive Investor,David Richardson,,Cetera Financial Specialists LLC Woodland Hills CA 21550 Oxnard St,,,Salesforce
11109051,Inactive Investor,Norman Anderson,,"Kingswood Capital Partners, LLC",,,Salesforce
9625130,,Terrence Marshall,,,tmarshall20@yahoo.com,,List import
11011518,Inactive Investor,Peter Seriano,,"Kestra Investment Services, LLC Clearwater FL 611 Druid Rd E",,,Salesforce
96522,,Mark Zawasky,,Zawasky Advisors,mark@zawaskyadvisors.com,(412) 650-6890,Paid Social
9603131,,Michael Rosman,,,mrosman@rosmanasset.com,,List import
10960867,Inactive Investor,Payton Jenkins,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 3400 College Blvd",,,Salesforce
11035141,Inactive Investor,Christopher Esposito,Paraplanner,"Ameriprise Financial Services, LLC Norwell MA 80 Washington St",chris.esposito@ampf.com,,Salesforce
10980895,Inactive Investor,Matthew Little,,"Farmers Financial Solutions, LLC Chandler AZ 2420 W Ray Rd",mlittle@farmersagent.com,,Salesforce
9579364,,liao wesley,,,liaoyiwei8@gmail.com,,List import
10884030,Inactive Investor,Charles Kuhn,Senior Advisor,Trinity Wealth Management LLC Cincinnati OH 8035 Hosbrook Rd,charles@gotrinitywealth.com,,Salesforce
9572290,,Tamara Humphries,,,tamara@sapientpwm.com,,List import
10948759,Inactive Investor,Chaoran Yu,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sammamish WA 500 228th Ave NE",chaoran.yu@ml.com,,Salesforce
10992198,Inactive Investor,Simon Crew,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",simon.crew@equitable.com,,Salesforce
10838521,Inactive Investor,Jeffrey Scrimenti,Financial Advisor,IP Financial Advisory Services LLC Salem OR 7575 Heron St NE,jscrimenti@innovationpartnersllc.com,,Salesforce
11236975,Inactive Investor,Stephen Polan,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Bethesda MD 6701 Democracy Blvd",stephen.polan@mai.capital,,Salesforce
10923312,Inactive Investor,Michael Wallander,,"Ameriprise Financial Services, LLC Hingham MA 175 Derby St",michael.wallander@ampf.com,,Salesforce
371839,,Eheb 3ebev,,Germany,fbebehebebebeve@sdfd.com,,Salesforce
10777992,Inactive Investor,Maren Hagberg,Financial Advisor,"Navy Federal Investment Services, LLC Annapolis MD 825 Bestgate Rd",marnie_hagberg@navyfederal.org,,Salesforce
10615709,,Brian Terwilliger,,,brian.terwilliger@edwardjones.com,,List Import
216931,,ANTHONY CAPELLA,,[Unknown],anthony.capella@prudential.com,,Event
11191787,Inactive Investor,Melissa French,,"Allstate Financial Services, LLC Hendersonville TN 105 Bluegrass Commons Blvd",melissafrenchrhodes@allstate.com,,Salesforce
11196117,Inactive Investor,Michael Purciello,,LPL Financial LLC New York NY 360 Lexington Ave,michael.purciello@lpl.com,,Salesforce
11099891,Inactive Investor,Constanza Low,Vice President,Knickerbocker Advisors Inc.,,,Salesforce
10953581,Inactive Investor,Donna Lueking,,"Benjamin F. Edwards & Company, Inc. Flora IL 10 Parsons Ln",donna.lueking@benjaminfedwards.com,,Salesforce
11064504,Inactive Investor,Derek Jensen,Financial Advisor,Edward Jones Walker MN 110 Michigan Ave W,derek.jensen@edwardjones.com,,Salesforce
9595745,,Thomas Grenville,,,tgrenville@greenwoodresources.com,,List import
10967710,Inactive Investor,Shakaib Tariq,,Fidelity Brokerage Services LLC,,,Salesforce
372401,,Michael Holt,,United States,michaelholt1850@gmail.com,,Salesforce
373118,,Stephen Kirby,,[Unknown],me@stephenjkirbyjr.com,,source
2544068,,Santosh Kumar,,,santoshkr708206@gmail.com,,
10784345,Inactive Investor,Daniel Sommers,,"Kestra Investment Services, LLC Naperville IL 1700 Park St",,,Salesforce
9646820,,Michael Maizels,,,mmaizels@abra.com,,List import
10762518,Inactive Investor,Shannon McCarey,Financial Advisor,Morgan Stanley Monroeville PA 1 Monroeville Ctr,shannon.molyneaux@morganstanley.com,,Salesforce
11064845,Inactive Investor,David Piano,Financial Advisor;Second Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,david.piano@morganstanley.com,,Salesforce
11176548,Inactive Investor,Alison Paulseth-Bautch,,"Raymond James Financial Services, Inc. Duluth MN 11 E Superior St",alison.paulseth-bautch@raymondjames.com,,Salesforce
11103632,Inactive Investor,James Phelps,,&Partners Saint Louis MO 7701 Forsyth Blvd,james.phelps@lpl.com,,Salesforce
10961711,Inactive Investor,Tyler Szczecina,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,tyler.szczecina@fmr.com,,Salesforce
10825731,Inactive Investor,Ira Gansler,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",ira.gansler@rbc.com,,Salesforce
11117646,Inactive Investor,Mark Wood,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 725 Heartland Trl",mark.wood@ampf.com,,Salesforce
10932130,Inactive Investor,Raquel Monsale,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,rmonsale@ft.newyorklife.com,,Salesforce
9637252,,Noah Hilton,,,oah825962@gmail.com,,List import
11067467,Inactive Investor,Sage Nash,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,,,Salesforce
10798356,Inactive Investor,Candace Jerew,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,candace.jerew@fidelity.com,,Salesforce
11162457,Inactive Investor,Suzy Myers,,Edward Jones Redmond WA 16141 Cleveland St,suzy.burke-myers@edwardjones.com,,Salesforce
11073366,Inactive Investor,Robert Jenvey,Premier Banker,"Wells Fargo Clearing Services, LLC Midlothian VA 13530 Midlothian Tpke",robert.jenvey@wellsfargo.com,,Salesforce
9621617,,Ulysses Verçosa,,,ulysses@acredite.com.br,,List import
10658650,,Ria Battisti,,,rbattisti@ft.newyorklife.com,,List Import
10997999,Inactive Investor,William Bailey,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
9601894,,Valentijn Nieuwenhuijzen,,,vnieuwenhuijzen@ingfunds.com,,List import
11201889,Inactive Investor,Rachel Stancati,Wealth Relationship Manager,Citigroup Global Markets Inc. Lake Grove NY 131 Alexander Ave,rachel.anne.stancati@citi.com,,Salesforce
10927602,Inactive Investor,David Pusateri,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",david.pusateri@nm.com,,Salesforce
10959449,Inactive Investor,Travis Soppe,Chief Compliance Officer;Vice President,"Cumbie Advisory Services, Inc",travis@cumbieadvisory.com,,Salesforce
11102171,Inactive Investor,Carmel Kelleher,Registered Client Associate,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",carmel.kelleher@wellsfargoadvisors.com,,Salesforce
9543911,,Andreas Kohrt,,,akohrt@infoblox.com,,List import
10819355,Inactive Investor,Garrett Kent,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,garrett.kent@fidelity.com,,Salesforce
10757349,Inactive Investor,Gerald Smith,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,gerald.smith@ubs.com,,Salesforce
11219302,,Rachel Tatum,,,rachel.link@ceterafs.com,,Other
11113471,Inactive Investor,Nancy Pashnik,,LPL Financial LLC Plymouth MI 1333 Ann Arbor Rd W,nancy.pashnik@lpl.com,,Salesforce
10935242,Inactive Investor,John Davis,,"Empower Financial Services, Inc Columbia SC 200 Arbor Lake Dr",john.davis@empower.com,,Salesforce
9613301,,diego alcaino,,,dalcaino@gmail.com,,List import
10956356,Inactive Investor,Zachary Perry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10786224,Inactive Investor,Jess Noe,Financial Consultant,"Charles Schwab & Co., Inc. Missoula MT 741 S Higgins Ave",jess.noe@schwab.com,,Salesforce
206542,,Pio Dec,,[Unknown],pollyart.torun@gmail.com,,Paid Social
10822441,Inactive Investor,Sheldon Rinkes,Financial Advisor,Edward Jones Overland Park KS 6750 Antioch Rd,sheldon.rinkes@edwardjones.com,,Salesforce
11046458,Inactive Investor,Mario Esposito,,"Raymond James & Associates, Inc.",mario.esposito@raymondjames.com,,Salesforce
9550770,,Andrew Kurtz,,,akurtz@dcm-funds.com,,List import
11260310,Inactive Investor,James Kent,Financial Advisor,LPL Financial LLC Kenova WV 725 Chestnut St,,,Salesforce
9583636,,Jeffrey Leeds,,,jeffrey.leeds@leedsequity.com,,List import
208998,,chris parkerson,,[Unknown],chris54991@yahoo.com,,
10941940,Inactive Investor,Cody Stapleton,Financial Professional,Money Concepts Capital Corp Portsmouth OH 1619B Chillicothe St,,,Salesforce
11120794,Inactive Investor,Christine Kehl,,J.P. Morgan Securities LLC Huntington Beach CA 19461 Main St,christine.kehl@jpmorgan.com,,Salesforce
11049475,Inactive Investor,Kristin Campbell,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 4533 Bellaire Dr S",kristin.n.campbell@wellsfargo.com,,Salesforce
223470,,Damon Young,"Client Executive, Financial Services, Capital Markets",Microsoft,damyoung@microsoft.com,,
7531124,,Cory Hibbert,,,coreymerrick579@gmail.com,,Web form fillout
11120863,Inactive Investor,Jeffrey Long,Assistant Vice President,"Osaic FA, Inc.",jeffrey.long@lfg.com,,Salesforce
10967105,Inactive Investor,Sophie Brooks-Ames,Client Advisor;Financial Planning Specialist,"Meridian Wealth Advisors, LLC",sophie.brooks.ames@meridianadvisors.com,,Salesforce
341735,,Phillip Marks,Associate,Mangrove Equity Partners,pmarks@mangroveequity.com,813-868-4500,Manual List Upload
9599380,,Bernard Mcginn,,,bmcginn@mcginninvests.com,,List import
10977366,Inactive Investor,Katharine Schelhorn,Advisor;Vice President,Wealthspire Advisors Reston VA 11911 Freedom Dr,katharine.schelhorn@wealthspire.com,,Salesforce
10891087,Inactive Investor,Richard Magallanes,,J.P. Morgan Securities LLC Manteca CA 115 W Center St,richard.r.magallanes@jpmorgan.com,,Salesforce
9586375,,Aaron Thomas,,,aaron.thomas@cambridgesecure.com,,List import
10488902,,Brent Wiedenfeld,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,brent.wiedenfeld@jpmorgan.com,,List Import
10999073,Inactive Investor,Carisa Hembel,,PFS Investments Inc. Germantown WI W177N9856 Rivercrest Dr,carisa.hembel@primerica.com,,Salesforce
10991072,Inactive Investor,Ty Hansen,,"Northwestern Mutual Investment Services, LLC Middleton WI 8215 Greenway Blvd",ty.hansen@nm.com,,Salesforce
11019642,Inactive Investor,Douglas Easterling,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11042442,Inactive Investor,Erin Slocum,Client Advisor;Vice President,"Simon Quick Advisors, LLC New York NY 1270 Avenue of the Americas",eslocum@simonquickadvisors.com,,Salesforce
11109185,Inactive Investor,Elena Ighodaro,Regional Leader,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,elena.vesselinov@primerica.com,,Salesforce
10836722,Inactive Investor,Siamak Dowlatshahi,Financial Advisor,LPL Financial LLC Glastonbury CT 455 Winding Brook Dr,sia.dowlatshahi@lpl.com,,Salesforce
11254815,Inactive Investor,Tyler Owczarski,Financial Advisor,Fiduciary Financial Advisors,,,Salesforce
10756826,Inactive Investor,Chad Reynolds,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",chad.reynolds@nm.com,,Salesforce
11026243,Inactive Investor,Matthew Moses,Financial Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,matt.moses@msgraystone.com,,Salesforce
335425,,Matt Bemister,Business Development Associate,"Atlanta Consulting Group Advisors, Llc",matt.bemister@theatlantaconsultinggroup.com,888-317-2810,Manual List Upload
10477498,,Andi Andi catur purnomo,,,andiatmajaprana@gmail.com,,Web Form Fillout
10872541,Inactive Investor,Jeffrey Little,,"Raymond James & Associates, Inc. Gadsden AL 1907 Rainbow Dr",jeffrey.little@raymondjames.com,,Salesforce
10934284,Inactive Investor,Stephen Miller,Senior Financial Advisor,"EverSource Wealth Advisors, LLC",,,Salesforce
10814569,Inactive Investor,Samuel Edwards,Financial Advisor,"Wells Fargo Clearing Services, LLC San Angelo TX 3806 Loop 306",samuel.e.edwards@wellsfargo.com,,Salesforce
10777598,Inactive Investor,Thomas Sayre,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1155 Canyon Blvd",thomas.sayre@wellsfargoadvisors.com,,Salesforce
10969189,Inactive Investor,Julian Davis,,"Allstate Financial Services, LLC Seneca SC 815 Robin Dr",julian.davis@allstate.com,,Salesforce
10997412,Inactive Investor,Patrick Manning,,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,,,Salesforce
9608422,,Id Hem,,,meh.elhirech@gmail.com,,List import
9568970,,Thomas shaw,,,zoltangera1@hotmail.com,,List import
11024744,Inactive Investor,Ross Diekema,Financial Advisor,Edward Jones Holland MI 56 E Lakewood Blvd,ross.diekema@edwardjones.com,,Salesforce
10832868,Inactive Investor,Zachary Duymich,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",zachary.duymich@ml.com,,Salesforce
10975523,Inactive Investor,Hector Velazquez,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,hectorvelazquez@statefarm.com,,Salesforce
11185203,Inactive Investor,Jeffrey Abramowitz,Analyst - Investments;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",jeffrey_abramowitz@ml.com,,Salesforce
11025658,Inactive Investor,Jason Terranova,,"Hazard & Siegel, Inc.",jterranova@hazardsiegel.com,,Salesforce
9552401,,Dave Delfino,,,ddelfino@essex.financial,,List import
10923049,Inactive Investor,John Barker,,Sprott Global Resource Investments Ltd,jbarker@sprottglobal.com,,Salesforce
11045526,Inactive Investor,Melissa Connelly-Mcvoy,,"Cambridge Investment Research, Inc. Denver CO 9175 E Kenyon Ave",,,Salesforce
11039267,Inactive Investor,Richard Miller,,"Cambridge Investment Research, Inc. Yakima WA 6 S 2nd St",,,Salesforce
10965144,Inactive Investor,Zimran Lawrence,,"Northwestern Mutual Investment Services, LLC Leawood KS 6601 College Blvd",zimran.lawrence@nm.com,,Salesforce
11051637,Inactive Investor,Craig Pesce,Chief Compliance Officer;Director;President,"Marshall & Sterling Wealth Advisors, Inc.",cpesce@ms-wealth.com,,Salesforce
11196527,Inactive Investor,Mitchel Hollier,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,mitchelhollier@statefarm.com,,Salesforce
336518,,Edward Robertson,"Designated Member, Fund Manager",Somerset Capital Management Llp,edward@somersetcm.com,442-072-591300,Manual List Upload
10788139,Inactive Investor,Martin Kappeler,Private Client Advisor,J.P. Morgan Securities LLC Dayton OH 6000 Far Hills Ave,martin.b.kappeler@jpmorgan.com,,Salesforce
10884121,Inactive Investor,Deborah Tayloe,Managing Member,"Tayloe Financial Services, LLC",,,Salesforce
11194337,Inactive Investor,Brett Hina,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,brett.hina@ubs.com,,Salesforce
243643,,Dawn Harris,Director of Diversity & Inclusion,CFP Board Center for Financial Planning,dharris@cfpboard.org,386 5271802,Manual List Upload
10484985,,Melissa Crockett,"Chief Compliance Officer, Managing Member, President",IS Capital Management,crockett.indseccoinc@gmail.com,,List Import
230734,, -,,[[Unknown]],cmktom1@hawaii.rr.com,,Organic Search
9577447,,Jason Ow,,,jasonow.sg@gmail.com,,List import
10992888,Inactive Investor,John White,,J.P. Morgan Securities LLC Mechanicsville VA 9159 Chamberlayne Rd,,,Salesforce
9565904,,Nicholas Naumann,,,nnaumann@essex.financial,,List import
10646120,,Shawn Kelly,,,shawn@townsendretirement.com,,List import
10615676,,David Anderson,,,andersondl@stifel.com,,List Import
7051803,,Brendan Behan,,,bbehan@aegiscap.com,,Web Form Fillout
10901827,Inactive Investor,Duncan Wheeler,Wealth Manager,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,dwheeler@rockco.com,,Salesforce
10838720,Inactive Investor,Jacqueline Bennett Depriest,,Citigroup Global Markets Inc.,,,Salesforce
11160153,Inactive Investor,Laura Stack,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",laura.stack@nm.com,,Salesforce
10952597,Inactive Investor,Arturo Byrd,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,arturo_byrd@vanguard.com,,Salesforce
10910859,Inactive Investor,Lori Biscardi,,B. Riley Wealth Management Red Bank NJ 210 Broad St,,,Salesforce
10879724,Inactive Investor,Frank Addonizio,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Medford MA 684 Fellsway",frank.addonizio@ml.com,,Salesforce
10818262,Inactive Investor,Seth Bodle,,Morgan Stanley Columbus OH 4343 Easton Cmns,seth.bodle@morganstanley.com,,Salesforce
11088873,Inactive Investor,Daniel Sciantarelli,,"First Command Brokerage Services, Inc. Addison TX 5057 Keller Springs Rd",dsciantarelli@firstcommand.com,,Salesforce
345967,,Jordan Todd,,[Unknown],jordan.todd@bapensions.com,,Webinar
9574068,,Daryl Shortman,,,dmamba46@icloud.com,,List import
10775703,Inactive Investor,Tobias Dufek,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",tobias.dufek@schwab.com,,Salesforce
11164163,Inactive Investor,Susan Stack,Financial Advisor,LPL Financial LLC Louisville KY 4350 Brownsboro Rd,susan.stack@lpl.com,,Salesforce
11138856,Inactive Investor,Daniel Trinh,,"Farmers Financial Solutions, LLC San Diego CA 7071 Convoy Ct",dtrinh@farmersagent.com,,Salesforce
221253,,Nicholas Ruggirello,Financial Advisor,Eagle Strategies LLC,ncruggirello@ft.newyorklife.com,716-626-7324,
9563900,,Keller Johnson,,,kjohnson@pciawealth.com,,List import
11255211,Inactive Investor,Dominic Digiacomo,Advisor,"Cranbrook Wealth Management, LLC",dd@cranbrookwealth.com,,Salesforce
10972593,Inactive Investor,Jillian Echang,,"First Command Brokerage Services, Inc. Biloxi MS 750 Dr Martin Luther King Jr Blvd",,,Salesforce
10615370,,James Polyak,"Financial Advisor, Financial Planning Specialist, First Vice President, Portfolio Management Director, Senior Portfolio Manager",,james.polyak@morganstanley.com,,List Import
9467014,,Diana Biggs,,,db@1kx.capital,,Web form fillout
9609930,,Sérgio Mendes,,,sergio_mend@hotmail.com,,List import
10997425,Inactive Investor,Matthew Godleski,,"CapFinancial Securities, LLC. Stockbridge GA 345 Corporate Center Ct",,,Salesforce
11146228,Inactive Investor,Angela Alli,,"U.S. Bancorp Investments, Inc. Mentor OH 6655 Center St",,,Salesforce
11081621,Inactive Investor,Dustin Christenson,Financial Advisor,Edward Jones Glenwood MN 1640 Franklin St N,dusty.christenson@edwardjones.com,,Salesforce
10800477,Inactive Investor,Philip Macdonald,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Melbourne FL 6769 N Wickham Rd",,,Salesforce
10771259,Inactive Investor,Samuel Porter,Financial Advisor,Edward Jones Vicksburg MS 2642 S Frontage Rd,sam.porter@edwardjones.com,,Salesforce
5087319,,Paulo Pereira,,,paulorov@hotmail.com,,Web Form Fillout
10853555,Inactive Investor,Joseph Castoire,,J.P. Morgan Securities LLC Las Vegas NV 4125 S Grand Canyon Dr,joseph.castoir.e@chase.com,,Salesforce
10956809,Inactive Investor,Louis Zaccaro,Financial Advisor,"Osaic Wealth, Inc. River Edge NJ 745 Kinderkamack Rd",,,Salesforce
10770133,Inactive Investor,Michael Cooney,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",michael.cooney@bofa.com,,Salesforce
10824690,Inactive Investor,Michele Sheridan,Director,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,masheridan@rwbaird.com,,Salesforce
11182660,Inactive Investor,Kate Zien Koplin,Private Wealth Advisor,Commonwealth Financial Network Windsor CT 360 Bloomfield Ave,kzien-koplin@commonwealth.com,,Salesforce
11235193,Inactive Investor,Anna Davis,Wealth Advisor,"Gratus Capital, LLC",adavis@gratuscapital.com,,Salesforce
11019902,Inactive Investor,Gail Ramseyer,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11006561,Inactive Investor,Bryce Cook,Client Service Associate;Practice Associate;Practice Manager,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",bcook@ampf.com,,Salesforce
11140995,Inactive Investor,William Egnor,,"Centaurus Financial, Inc. Phoenix AZ 1137 E Redfield Rd",wegnor@cfiemail.com,,Salesforce
11080366,Inactive Investor,Patrick Murphy,Account Vice President;Financial Advisor,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,patrick.murphy@ubs.com,,Salesforce
9612423,,Daniel Noonan,,,dnoonan@huberfinancial.com,,List import
9563745,,Robert Ehinger,,,rehinger@massmutual.com,,List import
11100859,Inactive Investor,Deborah Edwards,,"Avantax Investment Services, Inc. Belleville IL 2810 Frank Scott Pkwy W",,,Salesforce
10977922,Inactive Investor,Zachary Wallace,Investment Advisor,Murphy Pohlad Asset Management LLC,zwallace@murphyllc.com,,Salesforce
11087855,Inactive Investor,Clark Cookston,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",taylor.cookston@nm.com,,Salesforce
11106941,Inactive Investor,David Munn,President;Senior Client Advisor,"Munn Wealth Management, LLC",davidmunn@munnwealth.com,,Salesforce
9584454,,Thomas Braun,,,tbraun@streamsongadvisors.com,,List import
9632276,,TIANYUN Ni-Lewis,,,tianyun06@gmail.com,,List import
11089512,Inactive Investor,Robert Ramsay,,"Osaic Institutions, Inc. Fort Myers FL 8695 College Pkwy",rramsay@infinexgroup.com,,Salesforce
11014370,Inactive Investor,Jeffrey Rodger,,PFS Investments Inc. Spring Green WI 102 S Washington St,7ltfp@primerica.com,,Salesforce
10846291,Inactive Investor,Douglas Dinzik,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",douglas.dinzik@ampf.com,,Salesforce
10882343,Inactive Investor,Keith Thibodeau,,"First Command Brokerage Services, Inc. Mount Laurel NJ 100 Century Pkwy",krthibodeau@firstcommand.com,,Salesforce
335135,,Christie Park,Chief Operating Officer Of Morgan Stanley Real Assets Investing,"Msref V, L.l.c.",christie.park@morganstanley.com,212-761-7160,Manual List Upload
9556077,,Kevin Thomas,,,kevin.thomas@pnc.com,,List import
10839129,Inactive Investor,Brian Cochran,Financial Planner;President;Regulatory Contact;Trustee,John Moore & Associates Inc,bcochran@johnmoore.com,,Salesforce
10979919,Inactive Investor,Brian Smith,Chief Compliance Officer,"7PW Wealth, LLC",brian@7pwwealth.com,,Salesforce
11124409,Inactive Investor,John Pascale,Financial Advisor,"Ameriprise Financial Services, LLC Syosset NY 6900 Jericho Tpke",john.m.pascale@ampf.com,,Salesforce
82775,,Heath Kaydo,Associate,Thrivent Investment Management Inc.,heath.kaydo@thrivent.com,412-348-0304,
11183567,Inactive Investor,Gregory Brown,Financial Advisor,G&S Capital LLC,gbrown@gandscapital.com,,Salesforce
10611224,,Christian Morgan,Private Wealth Advisor,,christian.m.morgan@ampf.com,,List Import
10644416,,John Connery,,,john.c.connery@jpmorgan.com,,List Import
11206168,Inactive Investor,Paul Buckles,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",,,Salesforce
10767098,Inactive Investor,Larry Keudell,Member;Senior Investment Advisor,"Keudell Morrison Wealth Management, LLC Salem OR 235 Frnt St SE",larry@kmwm.com,,Salesforce
10619856,,Charles Lesser,,,clesser@performancewealthpartners.com,,List Import
11043676,Inactive Investor,Kimberly Foster,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,kimberly.foster@jpmorgan.com,,Salesforce
10785598,Inactive Investor,Jason Orzechowski,Investment Advisor;Vice President,Citigroup Global Markets Inc. West Palm Beach FL 777 S Flagler Dr,,,Salesforce
10998237,Inactive Investor,Derek Serlet,Investment Advisor;Owner,"Legacy Financial, Ltd",,,Salesforce
11103441,Inactive Investor,Charles Prudhomme,Assistant Chief Compliance Officer;Financial Planner;Principal;Regulatory Contact,LVM Capital Management Ltd,cprudhomme@lvmcapital.com,,Salesforce
10882924,Inactive Investor,Daric Lucero,Investment Advisor Representative,LPL Financial LLC Ashland OR 525 A St,daric.lucero@lpl.com,,Salesforce
5696277,,Eddie Vega,,,eddievega@yahoo.com,5183318342,Web form fillout
9606383,,chris sims,,,chris.csch@gmail.com,,List import
11101371,Inactive Investor,Charlotte Mabry,Chief Compliance Officer;Founder;Member,Delphi Wealth Management LLC,,,Salesforce
10982888,Inactive Investor,Jonathan Romero,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rosenberg TX 24022 Commercial Dr",jonathan.r.romero@ml.com,,Salesforce
11018722,Inactive Investor,Daniel Pearson,,"Northwestern Mutual Investment Services, LLC Glen Ellyn IL 799 Roosevelt Rd",daniel.pearson@nm.com,,Salesforce
9600201,,Jason Clark,,,jason@clarkbrothersinvestments.com,,List import
10870254,Inactive Investor,Karen McDade,,M. S. Howells & Co. Scottsdale AZ 8605 E Raintree Dr,,,Salesforce
10822148,Inactive Investor,Jacob Schuster,Associate;Client Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,jacob.schuster@ubs.com,,Salesforce
11035497,Inactive Investor,John Cimaroli,Partner;Wealth Advisor,William Blair,jcimaroli@williamblair.com,,Salesforce
10874041,Inactive Investor,William Thompson,,State Farm VP Management Corp. Indiana PA 33 S 6th St,bill.thompson.gtoi@statefarm.com,,Salesforce
11140085,Inactive Investor,Jordan Swigart,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",jordan.swigart@ml.com,,Salesforce
10926191,Inactive Investor,Anastasios Politis,,"Osaic Wealth, Inc. West Palm Beach FL 2005 Vista Pkwy",,,Salesforce
239056,,Heather McCartney,,[Unknown],hmccart1@hotmail.com,,Direct
10980056,Inactive Investor,John Tompkins,,SECU Brokerage Services Hickory NC 3100 S NC 127 Hwy,hunter.tompkins@ncsecu.org,,Salesforce
10891013,Inactive Investor,Bennett Johnson,,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",bennett.johnson@nm.com,,Salesforce
9637650,,Pegine Grayson,,,pgrayson@whittiertrust.com,,List import
6085146,,Billy Smith,,,jajal60395@cmeinbox.com,,Web Form Fillout
10998968,Inactive Investor,Ryan Myers,Financial Advisor,Edward Jones Meridian ID 2038 S Eagle Rd,,,Salesforce
11057145,Inactive Investor,Austin Hicks,Associate Financial Advisor,"Ameriprise Financial Services, LLC Naples FL 12330 Tamiami Trl E",austin.hicks@ampf.com,,Salesforce
9619775,,Thomas Richardson,,,twrichar@gmail.com,,List import
11175638,Inactive Investor,Martin McGuigan,Vice President,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
9603198,,Donna bell,,,dlynnbell57@yahoo.com,,List import
63858,,Andy Boersma,Associate,Thrivent Investment Management Inc.,andy.boersma@thrivent.com,320-796-0119,
10887270,Inactive Investor,Thomas Lo,Chief Compliance Officer;Principal,"Vested Financial Planning, LLC",tom@vestedfinancialplanning.com,,Salesforce
10832759,Inactive Investor,Jeff Weber,Financial Planner,The Wealth Consulting Group Burlingame CA Private Residence,jweber@wealthcg.com,,Salesforce
11047344,Inactive Investor,Peter Moraski,,"Empower Financial Services, Inc Honolulu HI 1100 Alakea St",peter.moraski@empower.com,,Salesforce
338070,,Max Klupchak,General Counsel,"The Sterling Group, L.p.",mklupchak@sterling-group.com,713-877-8257,Manual List Upload
9622796,,Nico Etinger,,,nicoetinger@gmail.com,,List import
11061142,Inactive Investor,Robert Hammond,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",bob.hammond@schwab.com,,Salesforce
209770,,Jeff Park,,[Unknown],jeff@bitwiseinvestments.com,,
9571906,,Jorge Urquijo,,,urquijo.jorge@principal.com,,List import
9634357,,David Smith,,,dave@redwoodparkadvisors.com,,List import
11016819,Inactive Investor,Dennis Omalley,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",,,Salesforce
11048080,Inactive Investor,William Magenheimer,Financial Advisor,"OneAmerica Securities, Inc. Parsippany NJ 14 Walsh Dr",william.magenheimer@oneamerica.com,,Salesforce
11103882,Inactive Investor,Kenneth Pritzker,Senior Wealth Advisor,"The Colony Group, LLC Boca Raton FL 5100 Town Center Cir",kpritzker@thecolonygroup.com,,Salesforce
9591593,,Kevin Nappi,,,knappi@lincolnshiremgmt.com,,List import
9614443,,Eric Williams,,,willat918@gmail.com,,List import
10917528,Inactive Investor,Eric Olsen,Chief Compliance Officer;Financial Planner;Owner;Principal,"Olsen Family Financial, LLC Worthington OH 6959 Candace Pl",eric@olsenfamilyfinancial.net,,Salesforce
11159580,Inactive Investor,Jamin Hanson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,jamin.hanson@ubs.com,,Salesforce
9573000,,Mark Chafee,,,mchafee@brownlc.com,,List import
10812701,Inactive Investor,Andre Williams,,Cabot Lodge Securities LLC Atlanta GA 1100 Peachtree St NE,,,Salesforce
10772350,Inactive Investor,Matthew Galvin,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,matthew.galvin@ubs.com,,Salesforce
11129000,Inactive Investor,Ryan Hickey,,"CFD Investments, Inc. Muncie IN 1917 W Royale Dr",ryan.hickey@cfdinvestments.com,,Salesforce
10966039,Inactive Investor,Dwight Anderson,Investment Specialist,Integrated Wealth Concepts LLC Gig Harbor WA 3312 Rosedale St,,,Salesforce
11254109,Inactive Investor,Devin Anthony,,"Ameriprise Financial Services, LLC Annapolis MD 180 Admiral Cochrane Dr",,,Salesforce
10835411,Inactive Investor,Andy Bacaylan,Investment Advisor,Commonwealth Financial Network Santa Cruz CA 1535 Seabright Ave,abacaylan@commonwealth.com,,Salesforce
10486863,,Michael Czinege,,Neuberger Berman BD LLC,michael.czinege@nb.com,,List Import
9645248,,Susie Miller,,,sdewitt@lmopp.com,,List import
10813425,Inactive Investor,Christopher Calabrese,Market Manager,"Wells Fargo Advisors Financial Network, LLC Westport CT 285 Riverside Ave",christopher.j.calabrese@wellsfargoadvisors.com,,Salesforce
10895265,Inactive Investor,Buddy Camper,Wealth Manager,"Osaic Wealth, Inc. Allen TX 700 Central Expy S",,,Salesforce
11184939,Inactive Investor,Jatinder Sohal,,Key Investment Services LLC Massillon OH 7925 Hills and Dales Rd NE,,,Salesforce
11079611,Inactive Investor,Cesar Ruiz,,"Northwestern Mutual Investment Services, LLC Grand Junction CO 521 Rood Ave",cesar.x.ruiz@nm.com,,Salesforce
11236976,Inactive Investor,Alexander Antrum,Investment Advisor Representative,Hackett Robertson Tobe Group,alexander@hackett-group.com,,Salesforce
10786856,Inactive Investor,Michael Kintz,Member;Partner,"Wilkins Miller Wealth Management, LLC",mkintz@wilkinsmiller.com,,Salesforce
10852659,Inactive Investor,Peter Cunningham,Financial Advisor,LPL Financial LLC Las Vegas NV Private Residence,peter.cunningham@lpl.com,,Salesforce
10887133,Inactive Investor,Kyle Kubota,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",kyle.kubota@ml.com,,Salesforce
10811747,Inactive Investor,Amy Taylor,,"Raymond James Financial Services, Inc. Severna Park MD 645 Baltimore Annapolis Blvd",amy.taylor@raymondjames.com,,Salesforce
9583983,,Colby Berg,,,colby.berg@fidelity.com,,List import
11119852,Inactive Investor,Jason Richmond,Chief Compliance Officer;Partner,Pruitt Richmond Wealth Management LLC,,,Salesforce
11062642,Inactive Investor,Jeffrey Keicher,,State Farm VP Management Corp. Sycamore IL 315 W Elm St,jeff.keicher.quhx@statefarm.com,,Salesforce
11115253,Inactive Investor,Karla Lasky,,PFS Investments Inc. La Crosse WI 2519 South Ave,klasky@primerica.com,,Salesforce
11001838,Inactive Investor,Taylor Mccormick,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",taylor.mccormick@nm.com,,Salesforce
9580099,,Philip Green,,,pgreen@brinkercapital.com,,List import
6844,,Michail Wilson,,[[Unknown]],michail1@aol.com,,Initial Salesforce Import
11069517,Inactive Investor,Alexandra Hobson,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",alexandra.hipple@ml.com,,Salesforce
10848754,Inactive Investor,Julie Garcia,Financial Advisor;Vice President,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",julie.arkinson@rbc.com,,Salesforce
10975950,Inactive Investor,Brendan Hughes,Associate Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,brendan.hughes@corient.com,,Salesforce
11138799,Inactive Investor,Terry Wheeler,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gallatin TN 1143 Nashville Pike",,,Salesforce
11135702,Inactive Investor,Michael Mulhaul,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",michael.mulhaul@stifel.com,,Salesforce
11003456,Inactive Investor,Garrett Van Nostrand,Financial Advisor,Van Nostrand Wealth Management LLC,gvv@vnwealth.com,,Salesforce
11171058,Inactive Investor,Alan Labrie,Financial Advisor,TD Private Client Wealth LLC Concord NH 143 N Main St,,,Salesforce
10765333,Inactive Investor,Sergio Mejia,Executive Director;Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,sergio.mejia@morganstanleypwm.com,,Salesforce
9611711,,Arnold Villegas,,,arnold@brickzfitness.com,,List import
11084964,Inactive Investor,Celeste Foster,Private Client Advisor,J.P. Morgan Securities LLC Olathe KS 14802 W 117th St,celeste.foster@jpmorgan.com,,Salesforce
11075664,Inactive Investor,Jared Ireland,,LPL Financial LLC Dawn MO Private Residence,jared.ireland@lpl.com,,Salesforce
372291,,Richmond Poindexter,,United States,poindexter.richmond@greystar.com,,Salesforce
11049515,Inactive Investor,Vincent Siracusa,,"Wells Fargo Clearing Services, LLC Allendale NJ 9 De Mercurio Dr",vincent.siracusa@wellsfargo.com,,Salesforce
11103020,Inactive Investor,John Fiske,Financial Advisor,Edward Jones Tucson AZ 2970 N Swan Rd,john.fiske@edwardjones.com,,Salesforce
10617808,,Charles Sleezer,,,csleezer@wfafinet.com,,List Import
11067045,Inactive Investor,Katherine Shouse,,MM Ascend Life Investor Services LLC,,,Salesforce
10407305,,Bartosz Michalek,,,bartoszmichalek.pl@gmail.com,,Web Form Fillout
10783746,Inactive Investor,Stephanie Caudill,Portfolio Associate,Morgan Stanley Richmond VA 901 E Byrd St,stephanie.caudill@morganstanley.com,,Salesforce
10876780,Inactive Investor,Robert Ferron,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,robert.ferron@jpmorgan.com,,Salesforce
10760918,Inactive Investor,Ryan Reed,Investment Advisor,"Gregory J. Schwartz & Co., Inc.",ryan.reed@gjsco.com,,Salesforce
11238429,Inactive Investor,Chahati Lancaster,,United Capital,chahati.lancaster@unitedcapitalwealth.com,,Salesforce
11012160,Inactive Investor,Gray Way,,"Kestra Investment Services, LLC Roswell GA 1243 Canton St",,,Salesforce
11105509,Inactive Investor,Nick Steven Marasigan,,PFS Investments Inc. San Leandro CA 14772 Wicks Blvd,j2811@primerica.com,,Salesforce
11234071,Inactive Investor,Gregory Brick,,"Regulus Financial Group, LLC Oviedo FL 428 N Central Ave",,,Salesforce
11131043,Inactive Investor,Jason Wilde,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",,,Salesforce
10826707,Inactive Investor,David Marshall,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,david.e.marshall@ubs.com,,Salesforce
10780060,Inactive Investor,Richard Robbins,,"Sanford C. Bernstein & Co., LLC Atlanta GA 3560 Lenox Rd NE",,,Salesforce
11079288,Inactive Investor,Edwin Purcell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",edwin_purcell@ml.com,,Salesforce
9623976,,Wilson Cheng,,,wilzon@gmail.com,,List import
11018482,Inactive Investor,Jack Vettel,,Deutsche Bank Securities Inc. Chicago IL 222 S Riverside Plz,,,Salesforce
1003334,Inactive Investor,Justin Wales,,Carlton Fields,jwales@carltonfields.com,,
11050490,Inactive Investor,Natasha Herrera,,PFS Investments Inc. New York NY 1430 Broadway,natasha.latendorf@primerica.com,,Salesforce
9577823,,Brian Logan,,,blogan@massmutual.com,,List import
10835928,Inactive Investor,Malik Khaliq,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Davenport IA 4300 E 53rd St",malik.j.khaliq@wellsfargo.com,,Salesforce
9598916,,Richard Winters,,,richard.winters@hansonmcclain.com,,List import
10772214,Inactive Investor,James Christensen,,"Ameritas Investment Company, LLC La Vista NE 12329 Southport Pkwy",jchristensen@ameritas.com,,Salesforce
11212998,Inactive Investor,Sarah Heller,,Country Capital Management Company Stockton IL 123 W Front Ave,sarah.heller@countryfinancial.com,,Salesforce
11111808,Inactive Investor,Michelle Rodgers,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,michelle.rodgers@ubs.com,,Salesforce
9601442,,Simon Tian,,,tianxu03@gmail.com,,List import
10642175,,JIM SKIADAS,,,jim.skiadas@gmail.com,,Web Form Fillout
11053738,Inactive Investor,Joseph Horstman,,"FBL Marketing Services, LLC Fowler IN 200 E 4th St",,,Salesforce
10887752,Inactive Investor,Tammy Ramsay,,"Osaic Wealth, Inc. San Jose CA 950 S Bascom Ave",,,Salesforce
9639815,,Ardyth Neil,,,ardyth.neill@heiferfoundation.org,,List import
11132733,Inactive Investor,Douglas Lindsey,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",douglas.lindsey@stewardpartnersis.com,,Salesforce
9601712,,Anca Saccaro,,,anca.saccaro@providencefinancialinc.com,,List import
10924824,Inactive Investor,Robert Stewart,Manager;Partner,CCF Advisors LLC,bob@ccfadvisors.com,,Salesforce
9577998,,Alexander Reinoso,,,areinoso3@gmail.com,,List import
11068984,Inactive Investor,Marilyn Fultz,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
11031651,Inactive Investor,Roger Deterding,Financial Advisor,Thrivent Investment Management Inc. Mount Horeb WI 1809 Springdale St,roger.deterding@thrivent.com,,Salesforce
223583,,kai guo,,[Unknown],ee219864@gmail.com,,Direct
10815693,Inactive Investor,Drake Dawson,,"N.I.S. Financial Services, Inc.",,,Salesforce
11218454,,Diego Aparicio,,,diego.aparicio@jpmorgan.com,,List Import
9592091,,Cormac Hallinan,,,cormac_hallinan@hotmail.com,,List import
10978373,Inactive Investor,Alexander Ocipoff,,"Western International Securities, Inc. Uniondale NY 333 Earle Ovington Blvd",aocipoff@wisdirect.com,,Salesforce
10867255,Inactive Investor,Yoko Wickersham,Financial Advisor,LPL Financial LLC Escondido CA 1606 Summit Ln,yoko.wickersham@lpl.com,,Salesforce
10898582,Inactive Investor,Cean Kenefick-Rogers,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,"Ironwood Wealth Management, LLC",crogers@ironwoodwm.com,,Salesforce
10804495,Inactive Investor,Edward Sutter,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Peoria IL 401 Main St,edward.l.sutter@morganstanley.com,,Salesforce
10869001,Inactive Investor,Jaroy Mulkey,,"Raymond James Financial Services, Inc. San Antonio TX 15000 W Interstate 10",jaroy.mulkey@raymondjames.com,,Salesforce
10618855,,John McGowan,,,john.mcgowan@rbc.com,,List Import
11130085,Inactive Investor,Jeffrey Wolf,Co-Founder;Managing Member;Regulatory Contact,"WealthStar Advisors, LLC",jwolf@wealthstaradvisors.com,,Salesforce
11233463,Inactive Investor,Gary Mendez,Investment Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10924526,Inactive Investor,Kenneth Kraft,,Cetera Investment Services LLC Youngstown OH 22 N Canfield Niles Rd,kenneth.kraft@ceterais.com,,Salesforce
350364,,John Krimmel,"Consultant, NEPC",[Unknown],jkrimmel@nepc.com, +1 678 433 4411,Database Upload
10777363,Inactive Investor,John Monahan,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,john.monahan@gs.com,,Salesforce
10801457,Inactive Investor,Lawrence Miller,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,l.miller@morganstanley.com,,Salesforce
11090497,Inactive Investor,Curtis Matheson,,"OneAmerica Securities, Inc. Gilbert AZ 2915 E Baseline Rd",,,Salesforce
10830025,Inactive Investor,William Caskey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",william_caskey@ml.com,,Salesforce
11108541,Inactive Investor,Thomas Kelly,,"Conduent Securities, LLC",thomas.kelly@conduent.com,,Salesforce
10968914,Inactive Investor,William Ihrig,Advisor,"Raymond James & Associates, Inc.",william.ihrig@raymondjames.com,,Salesforce
9584297,,Reid Parker,,,parker@longpoint.com,,List import
10785714,Inactive Investor,Hillary Naeve,,J.P. Morgan Securities LLC Houston TX 600 Travis St,hillary.c.higgins@jpmorgan.com,,Salesforce
11003278,Inactive Investor,Timothy Costello,,"Ashton Thomas Securities, LLC",tcostello@excelsecurities.com,,Salesforce
10810934,Inactive Investor,Ryan White,,"Concourse Financial Group Securities, Inc. Indianapolis IN 10072 Graceful Landing Dr",ryan.white@concoursefinancial.com,,Salesforce
11186466,Inactive Investor,Sharat Bail,,"Osaic Wealth, Inc. Norwell MA Private Residence",,,Salesforce
11229611,Inactive Investor,Vandita Awasthi,,Jefferies LLC,,,Salesforce
11191190,Inactive Investor,Paul Wick,Chief Investment Officer,Intellicents Investment Solutions Inc Eden Prairie MN 8200 Commonwealth Dr,,,Salesforce
11036310,Inactive Investor,Kirsten Foster,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kirsten_foster@vanguard.com,,Salesforce
10895304,Inactive Investor,Mark Teague,Financial Advisor,LPL Financial LLC Hickory NC 520 8th St NE,mark.teague@lpl.com,,Salesforce
9625224,,Dennis Paris,,,parisd2002@yahoo.fr,,List import
10890094,Inactive Investor,Graham Clarke,Managing Director - Wealth Management,OneDigital Investment Advisors Princeton NJ 300 Carnegie Ctr,graham.clarke@onedigital.com,,Salesforce
9623978,,Robert Finan,,,robertfinan@yahoo.com,,List import
10644842,,Guillermo Marroquin,,,marroquin@campbell-lutyens.com,,List Import
10888800,Inactive Investor,Douglas Graft,,"Midwest Capital Financial Advisors, LLC",,,Salesforce
11044961,Inactive Investor,Michael Binswanger,Fiduciary Financial Planner,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",mbinswanger@financialguide.com,,Salesforce
11232884,Inactive Investor,Garima Dembla,Senior Client Associate,"Wells Fargo Clearing Services, LLC Boise ID 101 S Capitol Blvd",garima.dembla@wellsfargo.com,,Salesforce
198557,,Don Tolle,,[Unknown],donaldtolle@gmail.com,,Content
10918113,Inactive Investor,Carl Bonn,Owner;President,Wealth Keepers Johnson City TX 1685 Stanton Rd,,,Salesforce
11044617,Inactive Investor,Amy Gilbert,,Edward Jones Charlestown IN 956 Market St,,,Salesforce
10614600,,Marlon Bustos,"Financial Advisor, International Client Advisor, Managing Director - Wealth Management",,marlon.bustos@morganstanley.com,,List Import
11229192,Inactive Investor,Alex Hornsby,,"Fifth Third Securities, Inc. Hamilton OH 902 NW Washington Blvd",alex.hornsby@53.com,,Salesforce
11143504,Inactive Investor,Anthony Lau,,Cape Securities Inc.,alau@capesecurities.com,,Salesforce
9619293,,Doyle Gustus,,,dgustus@csastl.com,,List import
11137443,Inactive Investor,Lori Caddey,,UBS Financial Services Inc. Denver CO 370 17th St,,,Salesforce
10977521,Inactive Investor,Amarjeet Malhotra,,J.P. Morgan Securities LLC Plainview NY 404 Woodbury Rd,amarjeet.malhotra@jpmorgan.com,,Salesforce
11073630,Inactive Investor,Thomas Balch,Financial Advisor;Senior Vice President,Morgan Stanley Utica NY 106 Business Park Dr,thomas.balch@morganstanley.com,,Salesforce
234964,, -,,[[Unknown]],abdolreza_shirazi@yahoo.com,,Paid Social
11187750,Inactive Investor,Willis Hopson,,NYLIFE Securities LLC Tyler TX 777 S Broadway Ave,wjhopson@ft.newyorklife.com,,Salesforce
10912400,Inactive Investor,John Kuddes,Chief Compliance Officer;Chief Executive Officer;President,"Wealth Management Consultants, LLC",,,Salesforce
11131972,Inactive Investor,Austin Miller,,WealthPLAN Partners,,,Salesforce
338589,,William Farrell,Director,"Wilmington Trust Investment Advisors, Inc.",wfarrell@mtbia.com,302-651-8118,Manual List Upload
11163497,Inactive Investor,James Myers,,LPL Financial LLC Madison WI 401 Charmany Dr,james.myers@lpl.com,,Salesforce
10789593,Inactive Investor,Christopher Sciortino,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,christopher.j.sciortino@citi.com,,Salesforce
10864084,Inactive Investor,Karen Blodgett,Director - Wealth Management;Partner,"Aspiriant, LLC",kblodgett@aspiriant.com,,Salesforce
10919188,Inactive Investor,Arturo Romo,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Elkridge MD 8210 Gateway Overlook",arturo.romo@wellsfargo.com,,Salesforce
9606263,,Ron Wills,,,ronhwills@att.net,,List import
11058184,Inactive Investor,Jeffrey Thompson,,PFS Investments Inc. Lawrenceville GA 190 Stanley Ct,jeffrey.thompson@primerica.com,,Salesforce
10752912,Inactive Investor,Edward Flanagan,,"Wells Fargo Advisors Financial Network, LLC Melbourne FL 5700 N Hwy 1",edwardflanagan@wfafinet.com,,Salesforce
377,,,,,aiden3985@volny.cz,,
11208440,Inactive Investor,Mark Leyden,,"Lion Street Financial, LLC Indianapolis IN 3815 River Crossing Pkwy",mleyden@lionstreet.com,,Salesforce
11208295,Inactive Investor,Lemuel Anderson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",landerson2@tiaa-cref.org,,Salesforce
11051049,Inactive Investor,Lorenzo West,,"Truist Investment Services, Inc.",lorenzo.west@truist.com,,Salesforce
10906510,Inactive Investor,Greg Rosen,Financial Advisor,"Ameriprise Financial Services, LLC Newark DE 131 Continental Dr",greg.rosen@ampf.com,,Salesforce
9547322,,Tammy Littlefield,,,tammy.littlefield@transamerica.com,,List import
9596196,,Pamela Evason,,,pevason@windermerewealth.com,,List import
10846774,Inactive Investor,David Shelbourn,,J.P. Morgan Securities LLC Kennewick WA 30 Vista Way,david.k.shelbourn@jpmorgan.com,,Salesforce
197539,,Lyle Carter,,Vanguard Fiduciary Trust Company,hank1040@aol.com,18478991788,
10783954,Inactive Investor,Frederick Vergon,Executive Director;Financial Advisor;Portfolio Management Director,Morgan Stanley Cleveland OH 200 Public Sq,porter.vergon@morganstanley.com,,Salesforce
11010975,Inactive Investor,Patricia Scheske,Financial Planning Assistant,"Hantz Financial Services, Inc. Sault Sainte Marie MI 320 Ashmun St",patricia.scheske@hantzgroup.com,,Salesforce
9618593,,Henry Scholder,,,hscholder@wexford.com,,List import
11118647,Inactive Investor,Marlyse Johnson,Financial Advisor,LPL Financial LLC Shannon IL 1 S Linn St,marlyse.johnson@lpl.com,,Salesforce
10806379,Inactive Investor,Jeanne Quinn,Branch Administrative Supervisor,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,jquinn@rwbaird.com,,Salesforce
10850307,Inactive Investor,Thomas McBride,Chief Compliance Officer;Director;President;Principal;Secretary;Treasurer,Cornerstone Financial Advisors Ltd.,,,Salesforce
11006571,Inactive Investor,Christopher Sheppard,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",christopher.sheppard@nm.com,,Salesforce
10888645,Inactive Investor,Frankie Portugal,Relationship Manager,"Fifth Third Securities, Inc. Boca Raton FL 120 E Palmetto Park Rd",frankie.portugal@53.com,,Salesforce
10926186,Inactive Investor,Jose Alanis,Financial Advisor,LPL Financial LLC El Paso TX 6070 Gateway Blvd E,jose.alanis@lpl.com,,Salesforce
10872692,Inactive Investor,Brian Butler,Client Associate;Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,brian.x.butler@jpmorgan.com,,Salesforce
350780,,Daniel Ng,Executive Director,Olympus Capital Holdings Asia Llc,dng@olympuscap.com,212-201-8533,Manual List Upload
11203318,Inactive Investor,Atif Mughal,Group Manager;Investment Advisor;Investment Counselor,Fisher Investments,,,Salesforce
11201513,Inactive Investor,Matthew Pirrello,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,matthew.pirrello@primerica.com,,Salesforce
10805834,Inactive Investor,Gregory Camden,Financial Advisor;Senior Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,greg.camden@ubs.com,,Salesforce
10769634,Inactive Investor,Lauren Ricca,Senior Wealth Planner,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",,,Salesforce
11194071,Inactive Investor,Danielle Demarco,Private Client Banker,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,danielle.m.demarco@jpmorgan.com,,Salesforce
11096230,Inactive Investor,Gavin Glendenning,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",gavin.glendenning@equitable.com,,Salesforce
11030883,Inactive Investor,Enrique Debayle,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",enrique_debayle@ml.com,,Salesforce
11108782,Inactive Investor,Lancelot Cameron,,NYLIFE Securities LLC New York NY 420 Lexington Ave,lcameron@ft.newyorklife.com,,Salesforce
10943504,Inactive Investor,John Hughes,,LPL Financial LLC Saint Petersburg FL 2553 1st Ave N,john.hughes@lpl.com,,Salesforce
9580329,,Frank Doyle,,,frank.doyle@voyafa.com,,List import
10958967,Inactive Investor,Joanne Finley,,"New Paragon, LLC",jfinley@paragonadvisors.net,,Salesforce
10812673,Inactive Investor,Ronald Glendening,Chief Operating Officer;Wealth Advisor,"Pinkerton Retirement Specialists, LLC",rglendening@pinkertonretirement.com,,Salesforce
343829,,Tomasz Ciborowski,Officer,Enterprise Investors,tomasz.ciborowski@ei.com.pl,121-252-14318,Manual List Upload
11220747,,Keith Ratcliffe,,,keith.ratcliffe@ubs.com,,Other
11012828,Inactive Investor,Ronnie Culbertson,,"Securities Management & Research, Inc. Anderson SC 1409 Ella St",,,Salesforce
11009732,Inactive Investor,Emily Lane,,LPL Financial LLC Waverly IA 2000 Heritage Way,emily.lane@lpl.com,,Salesforce
11153756,Inactive Investor,Adam Truitt,,Cetera Advisor Networks LLC Mifflintown PA 1762 Butchershop Rd,truitta@ceteranetworks.com,,Salesforce
11159054,Inactive Investor,Joyce Shih,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joyce.s.shih@jpmorgan.com,,Salesforce
10844017,Inactive Investor,Michael Herzberg,Assistant Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Boca Raton FL 595 S Federal Hwy,michael.herzberg@morganstanley.com,,Salesforce
9605200,,Ari Pontz,,,apontz@veritablelp.com,,List import
9636373,,Hady Lahame,,,h.lahame@bgam-uk.com,,List import
10828466,Inactive Investor,Aman Aneja,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Mary FL 1025 Greenwood Blvd",aman.aneja@wellsfargoadvisors.com,,Salesforce
11232009,Inactive Investor,Timothy Frazier,,Thrivent Investment Management Inc.,,,Salesforce
10916516,Inactive Investor,Christopher Meehan,,"Cambridge Investment Research, Inc. Houston TX 2000 West Loop S",,,Salesforce
9639280,,Kymme Wood,,,administrator@easthamptonretirement.com,,List import
9568682,,Brian Dunn,,,brian.dunn@pnc.com,,List import
11094491,Inactive Investor,Saul Lopez,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10979318,Inactive Investor,Philip Hahn,,PFS Investments Inc. Rego Park NY 63112 Woodhaven Blvd,phahn@primerica.com,,Salesforce
373004,,Mike Kim,,[Unknown],mikekim222@hotmail.com,,source
10994322,Inactive Investor,Simiao Zhang,Client Service Associate,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
229731,, -,,[[Unknown]],sskgarg17@gmail.com,,Paid Social
10808568,Inactive Investor,Lindsay Yencho,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Vero Beach FL 3525 Ocean Dr,lindsay.yencho@morganstanley.com,,Salesforce
11016625,Inactive Investor,Jona Quiles,,PFS Investments Inc. Mexico NY 3276 Main St,jquiles@primerica.com,,Salesforce
219419,,Miren Aparicio,,[Unknown],miren.aparicio8@gmail.com,,source
11116297,Inactive Investor,Joshua Raynor,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",joshua.raynor@nm.com,,Salesforce
10766266,Inactive Investor,Mitchell Reinhardt,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,mitch.reinhardt@lpl.com,,Salesforce
10785484,Inactive Investor,Amanda Payne,Financial Advisor,Edward Jones Blue Ridge GA 3798 E First St,amanda.wishon@edwardjones.com,,Salesforce
10921845,Inactive Investor,Naomi Marty,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Durango CO 200 W College Dr",naomi.marty@wellsfargoadvisors.com,,Salesforce
221199,,julian tzoom,,[Unknown],juliantcf@yahoo.com,,
10644104,,Steven Bock,,,steven.bock@credit-suisse.com,,List Import
11184678,Inactive Investor,Tuong Vu,Financial Advisor;Financial Professional,"MML Investors Services, LLC Costa Mesa CA 3200 Park Center Dr",dvu@financialguide.com,,Salesforce
10596663,,Edward Snook,,,emsnook61@gmail.com,,Web Form Fillout
10938517,Inactive Investor,Patrick Kinney,Chief Operations Officer,Evolve Wealth Advisors LP,patrickk@evolvewealthadvisors.com,,Salesforce
11197898,Inactive Investor,Lola Mendeloff,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",lola.mendeloff@nm.com,,Salesforce
11072370,Inactive Investor,Madison Hedrick,,"Hornor, Townsend & Kent, LLC Silver Spring MD 10310 Greenacres Dr",mhedrick@htk.com,,Salesforce
10911678,Inactive Investor,Carlos Duarte,,J.P. Morgan Securities LLC Melville NY 115 Broadhollow Rd,carlos.duarte@jpmorgan.com,,Salesforce
142206,,Tabitha Harris,Wholesaler - Internal,"Principal Securities, Inc.",harris.tabitha@principal.com,704-586-0004,
11020953,Inactive Investor,Andres Silva,,VectorGlobal WMG,,,Salesforce
11145260,Inactive Investor,Lindsey Marlowe,,"Wells Fargo Clearing Services, LLC Albuquerque NM 6501 Americas Pkwy NE",,,Salesforce
10768314,Inactive Investor,Matt Ward,,A.G.P / Alliance Global Partners Santa Monica CA 1334 3rd Street Promenade,mward@europac.net,,Salesforce
10762456,Inactive Investor,Daniel Ludwin,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",,,Salesforce
10843295,Inactive Investor,David Harrison,,"NewEdge Securities, Inc. Evanston IL Private Residence",,,Salesforce
10872383,Inactive Investor,Maria Aronoff,,"CNR Securities, LLC San Francisco CA 455 Market St",maria.aronoff@cnr.com,,Salesforce
9624165,,laurent marquis,,,marquislaurent@gmail.com,,List import
10619292,,Jonathan Defreytas,,,jonathan.defreytas@morganstanley.com,,List Import
371440,,Ryan Morton,,RP Morton INC,rymorton@gmail.com,5748479065,Salesforce
10842245,Inactive Investor,Dean Peterson,,"Avantax Investment Services, Inc. Minneapolis MN 3020 Harbor Ln N",,,Salesforce
10967767,Inactive Investor,Sheena Rasmussen,,"U.S. Bancorp Investments, Inc. Rapid City SD 701 Saint Joseph St",sheena.rasmussen@usbank.com,,Salesforce
11201625,Inactive Investor,Sara O'Neil,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",sara.oneil@raymondjames.com,,Salesforce
10854660,Inactive Investor,Joseph Chingas,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,joseph.chingas@fidelity.com,,Salesforce
11033405,Inactive Investor,Hugh Rhodes,Investment Advisor,PNC Investments Dayton OH 3079 Woodman Dr,hugh.rhodes@pnc.com,,Salesforce
11140350,Inactive Investor,Bryan Chew,,Commonwealth Financial Network Elk Grove CA 2234 Longport Ct,bchew@commonwealth.com,,Salesforce
10942031,Inactive Investor,Jason Temke,,Robert W. Baird & Co. Incorporated,jtemke@rwbaird.com,,Salesforce
9598834,,Ryan Houlihan,,,ryan@houlihanfinancial.com,,List import
10910055,Inactive Investor,Matthew Chalmers,,"Raymond James Financial Services, Inc. College Station TX 526 University Dr E",matthew.chalmers@raymondjames.com,,Salesforce
11142673,Inactive Investor,Jeffrey Morenz,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Atlantic IA 301 Chestnut St",morenzj@stifel.com,,Salesforce
9587270,,Joshua Ward,,,joshua.ward@fmr.com,,List import
10961783,Inactive Investor,Seth Lieuallen,,LPL Financial LLC Clarkston WA 1109 6th St,seth.lieuallen@lpl.com,,Salesforce
9634379,,Kota Kobayashi,,,kotakk125@gmail.com,,List import
10887539,Inactive Investor,Kamalesh Desai,Investment Advisor;President,Globalaji Capital Group,kdesai@globalaji.com,,Salesforce
11029705,Inactive Investor,Kevin Stellmacher,,"Farmers Financial Solutions, LLC Grafton WI 1109 Washington St",kevin.jstellmacher@farmersagency.com,,Salesforce
10822549,Inactive Investor,Jared Harrison,Financial Advisor,Edward Jones Washington IL 103 Sterling St,jared.harrison@edwardjones.com,,Salesforce
10644244,,Anna Machi,,,anna.machi@fidelity.com,,List Import
10756111,Inactive Investor,Tallena Kallenbach,Senior Client Service Associate,Morgan Stanley Olean NY 202 W State St,tallena.kallenbach@morganstanley.com,,Salesforce
10780692,Inactive Investor,John Lemmon,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11158973,Inactive Investor,Fred Garfield,,LPL Financial LLC Orland Park IL 10320 Orland Pkwy,fred.garfield@lpl.com,,Salesforce
11144259,Inactive Investor,Gordon Paul,,NYLIFE Securities LLC Fresno CA 6025 N Palm Ave,gpaul@ft.newyorklife.com,,Salesforce
11190467,Inactive Investor,Brian Kadlec,Financial Advisor;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Chicago IL 233 S Wacker Dr,brian.kadlec@morganstanley.com,,Salesforce
10968682,Inactive Investor,Richard Weissenhofer,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
10941808,Inactive Investor,Rudolph Sarro,,Goldman Sachs & Co. Westport CT 55 Greens Farms Rd,,,Salesforce
10425056,,Masahiro Aikawa,,,aikawa_m464@nam.co.jp,,Web Form Fillout
373364,,Jisu Cha,,[Unknown],wltnck8573@naver.com,,source
11076859,Inactive Investor,Jeffrey Klein,,Development Corporation For Israel Dallas TX Temporarily Unavailable,jeffrey.klein@israelbonds.com,,Salesforce
11210608,Inactive Investor,Ting Chia Chou,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,natalie.chou@fmr.com,,Salesforce
11238010,Inactive Investor,Alfred Merritt,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",amerritt@performancetrust.com,,Salesforce
10878392,Inactive Investor,Gabriella Damiano,Financial Advisor,Edward Jones Frederick MD 1020 Mill Pond Rd,gabriella.damiano@edwardjones.com,,Salesforce
10802115,Inactive Investor,Nancy Stevens,Director,Robert W. Baird & Co. Incorporated Alpharetta GA 555 N Point Ctr E,nstevens@rwbaird.com,,Salesforce
9622230,,Sajjad Sakkaki,,,shishekhob23@gmail.com,,List import
10895588,Inactive Investor,Adam Bay,Financial Advisor,LPL Financial LLC Clovis CA 475 Bullard Ave,adam.bay@lpl.com,,Salesforce
10889347,Inactive Investor,Alexander Constantine,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alexander.n.constantine@jpmorgan.com,,Salesforce
242442,,Joanna Picetti,Founder,[Unknown],joanna@jp.network,4.47788E+11,Database Upload
10781354,Inactive Investor,Yvonne Capers,Personal Banker;Vice President,"Wells Fargo Clearing Services, LLC Merritt Island FL 1350 N Courtenay Pkwy",yvonne.capers@wellsfargoadvisors.com,,Salesforce
10856204,Inactive Investor,Kive Strickoff,,Commonwealth Financial Network Miami FL 20801 Biscayne Blvd,kstrickoff@commonwealth.com,,Salesforce
9561355,,Nechama Ben Meir,,,nechamabm@gmail.com,,List import
10842736,Inactive Investor,John Collins,Financial Advisor,"IFG Advisory, LLC Goldsboro NC 505 N Spence Ave",,,Salesforce
10936127,Inactive Investor,Mor Wilson,,Cetera Investment Services LLC Belleville IL 4800 W Main St,,,Salesforce
155026,,Bryan Kennedy,,[Unknown],plusbryan@gmail.com,,
11180510,Inactive Investor,David Toetz,Principal;Vice President,"Independence Capital Co., Inc.",dtoetz@indcap.com,,Salesforce
9624214,,William Gilmartin,,,bill@thegilmartins.com,,List import
9552274,,Marcos Lopes,,,mkogici@gmail.com,,List import
10911933,Inactive Investor,Nicole King,Financial Associate,Thrivent Investment Management Inc. Wayne NE 316 Main St,nicole.stotz@thrivent.com,,Salesforce
10883929,Inactive Investor,Frank Ruggiano,Associate Director,UBS Financial Services Inc. Philadelphia PA 1735 Market St,frank.ruggiano@ubs.com,,Salesforce
10930798,Inactive Investor,Timothy Singleton,Financial Advisor,Edward Jones Defuniak Springs FL 38 S 8th St,timothy.singleton@edwardjones.com,,Salesforce
10488072,,L. Lanzillotta,"General Counsel, Legal Counsel, Regulatory Contact","HV Fund I Management Co, LLC",clanzillotta@huntenergy.com,,List Import
11027987,Inactive Investor,Jaclyn Snell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
10923920,Inactive Investor,Nicholas Rawlins,,Cetera Advisor Networks LLC Canonsburg PA 380 Southpointe Blvd,,,Salesforce
10827296,Inactive Investor,Christopher Queen,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",chris.queen@wellsfargoadvisors.com,,Salesforce
9599806,,McLean Goulding Tójar,,,goumclean@gmail.com,,List import
11165064,Inactive Investor,Britney Vanweerdhuizen,,LPL Financial LLC Olympia WA 330 Union Ave SE,britney.vanweerdhuizen@lpl.com,,Salesforce
11200995,Inactive Investor,Andrew Berg,Chairman;Chief Executive Officer;Principal,Homrich Berg,berg@homrichberg.com,,Salesforce
8750184,,Ken France,,,kenfrance@me.com,,Web Form Fillout
10902299,Inactive Investor,Benjamin Haugland,Financial Advisor,"Ameriprise Financial Services, LLC Chandler AZ 5690 W Chandler Blvd",benjamin.t.haugland@ampf.com,,Salesforce
241318,,Andrew Wozniak,,BNY Mellon Wealth Management,andrew.wozniak@bnymellon.com,(412) 434-6638,Database Upload
10939706,Inactive Investor,Tyler Fey,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",tyler.fey@nm.com,,Salesforce
10867092,Inactive Investor,Marc Braden,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,mbrasen@ft.newyorklife.com,,Salesforce
11040542,Inactive Investor,John Rivera,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
9571339,,Mudit Garg,,,tomudit@gmail.com,,List import
10835292,Inactive Investor,John Ward,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",john.ward@wellsfargo.com,,Salesforce
240062,,Kathy Smail,"Consumer Lender, Client Service Representative",Investment Management Group,ksmail@stockmanbank.com,406-655-3960,Manual List Upload
9636264,,David Littlefield,,,david.littlefield@wcmadvisors.com,,List import
10916685,Inactive Investor,Kyle Golden,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
347730,,Ian Arrowsmith,Managing Member,Scarborough Capital Management,iarrowsmith@scmadvice.com,410-573-5700,Manual List Upload
10848268,Inactive Investor,Tyson Vines,,NYLIFE Securities LLC Aurora OH 33 N Chillicothe Rd,tvines@ft.newyorklife.com,,Salesforce
10999142,Inactive Investor,Ryan Kizirian,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,rkizirian@ft.newyorklife.com,,Salesforce
10787437,Inactive Investor,Steven Withey,Financial Strategist,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",steven.withey@equitable.com,,Salesforce
11162666,Inactive Investor,Dustin Van Weerdhuizen,Financial Advisor,Edward Jones Lexington NC 155 W Center St,dustin.vanweerdhuizen@edwardjones.com,,Salesforce
11122947,Inactive Investor,John Kennelly,Private Client Advisor,J.P. Morgan Securities LLC Phoenix AZ 13602 N 7th St,john.kennelly@jpmorgan.com,,Salesforce
10993124,Inactive Investor,David Sintim,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,david.sintim@jpmorgan.com,,Salesforce
11180778,Inactive Investor,Erika Bourne,,"M&T Securities, Inc. Rochester NY 180 S Clinton Ave",,,Salesforce
10969820,Inactive Investor,Rory Hartmann,Financial Advisor,"RFG Advisory, LLC Brentwood TN 5110 Maryland Way",rhartmann@rfgadvisory.com,,Salesforce
10981855,Inactive Investor,Meggan Carroll,Advisor,JMG Financial Group Ltd,megganc@jmgfin.com,,Salesforce
11178696,Inactive Investor,Steven Verveniotis,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,steven.verveniotis@us.hsbc.com,,Salesforce
185316,,Caroline Moran,,[Unknown],cjmoran33@gmail.com,,
10939259,Inactive Investor,Jennifer Schroeder,,LPL Financial LLC Carlsbad CA 2888 Loker Ave E,,,Salesforce
10900768,Inactive Investor,Stephen Sannuto,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11104323,Inactive Investor,Haley Koss,Wealth Management Advisor,Tower Wealth Partners,haley@towerwp.com,,Salesforce
10821159,Inactive Investor,John Banks,,"Garden State Securities, Inc.",jbanks@gardenstatesecurities.com,,Salesforce
9744373,,irfak khoirunnas,,,sales.grahacomjatim@gmail.com,,Web Form Fillout
10934487,Inactive Investor,Joseph Destromp,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Eugene OR 497 Oakway Rd",,,Salesforce
11061215,Inactive Investor,Steven Connell,Financial Advisor,Edward Jones Port Saint Lucie FL 1315 NW Saint Lucie West Blvd,steve.connell@edwardjones.com,,Salesforce
10955322,Inactive Investor,Kristen Stokes,,LPL Financial LLC Delta PA 6960 Delta Rd,,,Salesforce
11176764,Inactive Investor,Brooke Levey,,Goldman Sachs Custody Solutions New York NY 200 West St,,,Salesforce
10981241,Inactive Investor,Elizabeth Clodfelter,,"U.S. Bancorp Investments, Inc. O Fallon MO 1O Fallon Pass",elizabeth.clodfelter@usbank.com,,Salesforce
10867620,Inactive Investor,Munbun Chow,,"Transamerica Financial Advisors, Inc Beaverton OR 4900 SW Griffith Dr",munbun.chow@transamerica.com,,Salesforce
10798668,Inactive Investor,Phillip McDuffee,,Cetera Advisor Networks LLC Austin TX 300 Beardsley Ln,,,Salesforce
9590955,,Ilhan Ghermi,,,ilhan.ghermi@limpide.fr,,List import
9635233,,Debbie Bonanni,,,dbonanni@chadlersolutions.com,,List import
10988239,Inactive Investor,Ryan Mcelroy,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,ryan.mcelroy@leerink.com,,Salesforce
9559377,,Evan Hanser,,,evan.hanser@fmr.com,,List import
11035443,Inactive Investor,Lisa Thornton,,"Ameriprise Financial Services, LLC Grand Rapids MI 3351 Eagle Run Dr NE",lisa.thornton@ampf.com,,Salesforce
248145,,Israel Armstead,Chief Executive Officer,YLM ENTERPRISES LLC,israelarmstead@icloud.com,,Manual List Upload
10804745,Inactive Investor,Patrick Strader,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 2300 E Las Olas Blvd",patrick.strader@wfafinet.com,,Salesforce
11119608,Inactive Investor,Neal Patel,,"RBC Capital Markets, LLC Houston TX 609 Main St",,,Salesforce
11016767,Inactive Investor,Jennifer Butler,,Morgan Stanley Austin TX 301 Congress Ave,jennifer.p.butler@morganstanley.com,,Salesforce
9562527,,Camilo Guerrero,,,camilo.guerrero@cecar.edu.co,,List import
11125233,Inactive Investor,Eilene Beck,,PFS Investments Inc. Chalfont PA 31 Oak Ave,eilene.beck@primerica.com,,Salesforce
201542,,Darren Watson,Director,"Prime Capital Investment Advisors, LLC",dwatson@pciawealth.com,913-491-6226,
164108,,Alfredo Terrero,,[Unknown],alfredoterrero@gmail.com,,Direct
11113600,Inactive Investor,Ying Li,,"Wells Fargo Clearing Services, LLC San Francisco CA 3624 Geary Blvd",ying.li@wellsfargoadvisors.com,,Salesforce
339839,,Stacey Thompson,Vice President,Thompson Private Wealth,stacey@thompsonadvice.com,605-789-5988,Manual List Upload
10967213,Inactive Investor,Juan Pardo Vargas,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
346491,Inactive Investor,Douglas Classen,Senior Vice President,Dana Investment Advisors Inc Brookfield WI 15800 W Bluemound Rd,dclassen@danainvestment.com,262-782-3631,Manual List Upload
195371,,Alibi Nurbayev,,[Unknown],alibinurbaev@gmail.com,,source
10865970,Inactive Investor,Mark Gray,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,markgray@statefarm.com,,Salesforce
9591395,,Varun Anand,,,varunanand82@gmail.com,,List import
10955439,Inactive Investor,Cole Enloe,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11097362,Inactive Investor,Alyssa Oviasogie,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",alyssa.oviasogie@ml.com,,Salesforce
345871,,Adam Meshel,Co-general Counsel,Citigroup Global Markets Inc.,adam.meshel@citi.com,212-816-6000,Manual List Upload
191989,,Iyvin Benjamin,,United States,iyvin.benjamin@gmail.com,,source
11218345,,Anthony Stucchio,,,anthony.stucchio@db.com,,List Import
11017226,Inactive Investor,Jenny Bergeron,Financial Advisor;Founding Member,LPL Financial LLC Glastonbury CT 120 Hebron Ave,jenny.bergeron@lpl.com,,Salesforce
10772757,Inactive Investor,John Ison,Financial Advisor,Edward Jones Pittsburg KS 2597 S Broadway St,john.ison@edwardjones.com,,Salesforce
9552472,,David Chin,,,dchinny@gmail.com,,List import
9549371,,Michael Weisberg,,,mweisberg@crestwoodcap.com,,List import
95380,,Christopher Duff,Vice President,Keebeck Wealth Management LLC,cduff@keebeck.com,1-312-825-1200,Database Upload
9565948,,Kevin Corb,,,kevin@appianasset.com,,List import
232900,, -,,[[Unknown]],epicteamroz@gmail.com,,Organic Search
10765867,Inactive Investor,Jennifer Herl,Financial Advisor,"Ameriprise Financial Services, LLC Peoria AZ 15396 N 83rd Ave",jennifer.l.herl@ampf.com,,Salesforce
11233367,Inactive Investor,Tyler Houston,,"Northwestern Mutual Investment Services, LLC Sewickley PA 419 Walnut St",,,Salesforce
9566969,,Anthony Martigny,,,anthony.martigny@outlook.com,,List import
10809234,Inactive Investor,Ricardo Haro,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",rick_haro@ml.com,,Salesforce
10615565,,Steven Levy,"Executive Director, Financial Advisor, Senior Portfolio Management Director",,steven.m.levy@morganstanley.com,,List Import
9580417,,E M,,,evan@ejm.nz,,List import
10767694,Inactive Investor,Nathaniel Manley,Financial Advisor,Edward Jones Cookeville TN 144 S Washington Ave,nat.manley@edwardjones.com,,Salesforce
200512,,Bennett Wetzel,,Independent Investor,mba4_bwetzel@hotmail.com,4403132387,
10830479,Inactive Investor,Scott Mullinix,Senior Financial Advisor,Focus Financial,smullinix@focusfinancial.com,,Salesforce
10937845,Inactive Investor,James Schneck,,"MML Investors Services, LLC Reading PA Private Residence",jschneck@financialguide.com,,Salesforce
10919676,Inactive Investor,Derek Munchow,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;Managing Partner,"Augustus Wealth, LLC",derek.munchow@augustuswealth.com,,Salesforce
10943571,Inactive Investor,Devon Silber,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,devon.silber@opco.com,,Salesforce
10817299,Inactive Investor,Nathanael Flynn,,LPL Financial LLC East Lansing MI 2260 E Saginaw St,nathanael.flynn@lpl.com,,Salesforce
11114586,Inactive Investor,Nicholas Garofalo,,GWN Securities Inc. Newtown CT Private Residence,ngarofalo@gwnsecurities.com,,Salesforce
10759975,Inactive Investor,Daniel McCarron,Executive Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,dan.mccarron@jpmorgan.com,,Salesforce
11014974,Inactive Investor,Ethan Dzenis,Financial Advisor,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",ethan.dzenis@equitable.com,,Salesforce
11101702,Inactive Investor,George Butch Massaro,Investment Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,butch.massaro@jpmorgan.com,,Salesforce
9562007,,William -,,,whartley220@gmail.com,,List import
11207776,Inactive Investor,Stefan Lendi,Executive Director;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,stefan.lendi@ubs.com,,Salesforce
9577673,,Julie Johnson,,,jjohnson@bpadvisors.com,,List import
10913901,Inactive Investor,Gregory Downey,,"NewEdge Securities, Inc.",,,Salesforce
10837467,Inactive Investor,Henry Newton,Financial Advisor,Edward Jones Durham NC 2451 Croasdaile Farm Pkwy,henry.newton@edwardjones.com,,Salesforce
10896207,Inactive Investor,Jacqueline Jett,Financial Advisor,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,jackie.clark@edwardjones.com,,Salesforce
11117547,Inactive Investor,Seyyed Mostafa Mousavi,,Citigroup Global Markets Inc.,,,Salesforce
11193307,Inactive Investor,Gordon Greer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,gordon.greer@ubs.com,,Salesforce
349598,,Daniel Neuwirth,Member,Quad Partners Llc,dan@quadpartners.com,212-724-2200,Manual List Upload
334474,,Jimmy Munsey,Wealth Advisor,"Tennessee Valley Asset Management Partners, Llc",jimmy.munsey@lpl.com,865-226-9982,Manual List Upload
10844606,Inactive Investor,Michael Mathon,Financial Advisor,"Ameriprise Financial Services, LLC Manchester Center VT 5429 Main St",michael.j.mathon@ampf.com,,Salesforce
11221929,,Kristofer Pettit,,,kris.pettit@cetera.com,,List Import
11052006,Inactive Investor,Justin Smith,Global Investments Specialist,J.P. Morgan Securities LLC Houston TX 600 Travis St,justin.l.smith@jpmorgan.com,,Salesforce
10942340,Inactive Investor,William Womack,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9630642,,Tavewat Kongsiriwatanakul,,,tavewat.k@hotmail.com,,List import
9631664,,Shree Prabhu,,,admin@nhpc.us,,List import
9646948,,Aleksandra Jaroszynska,,,alexandra.jaroszynska@gmail.com,,List import
371319,,Theodore Tsakiris,,United States,biggerfranchises@icloud.com,,dedicated
10813659,Inactive Investor,James Kendzior,Financial Advisor,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",james.kendzior@wellsfargoadvisors.com,,Salesforce
10891778,Inactive Investor,Jesus Coronel Garcia,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
373133,,Yoann NOAIL,,[Unknown],yoann.noail@gmail.com,,source
10793937,Inactive Investor,Joseph Zaets,,Morgan Stanley New York NY 1 New York Plz,joseph.zaets@morganstanley.com,,Salesforce
11109026,Inactive Investor,Therese Belnap,,Citigroup Global Markets Inc.,,,Salesforce
10952443,Inactive Investor,Maxwell Fontaine,Financial Advisor,LPL Financial LLC,maxwell.fontaine@lpl.com,,Salesforce
11039290,Inactive Investor,Jennifer Farina,Senior Client Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
10841587,Inactive Investor,Felice Spinosa,,Stonex Securities Inc. Rancho Palos Verdes CA 29000 S Western Ave,felice.spinosa@saswealth.com,,Salesforce
10934357,Inactive Investor,Paul Bode,Chief Compliance Officer;Chief Investment Officer,"Safe Harbor Family Capital, LLC",pbode@safeharborcap.com,,Salesforce
11202338,Inactive Investor,William Cseplo,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,bill.cseplo@ubs.com,,Salesforce
10942632,Inactive Investor,Mohamad Aghelnejad,Associate,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,mohamad.aghelnejad@jpmorgan.com,,Salesforce
10791371,Inactive Investor,Robert Sass,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,robert.sass@fidelity.com,,Salesforce
6581409,,Janice Dupuy-Green,,Green's Premier Properties,greenspremierproperties@gmail.com,,Web form fillout
183466,,Sven Göbel,,Sven GÃ¶bel,svgoebel@aol.com,,
10961684,Inactive Investor,Michael Montgomery,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
9585544,,Randall Williams-gurian,,,rwilliamsgurian@hightoweradvisors.com,,List import
11037141,Inactive Investor,Jeffrey Cisneros Avila,,J.P. Morgan Securities LLC Tampa FL 11650 Countryway Blvd,jeffrey.cisneros-avila@jpmorgan.com,,Salesforce
11198097,Inactive Investor,Laura Fellows,,MWA Financial Services Inc. Charlotte NC 8008 Corporate Center Dr,laura.j.fellows@mwarep.org,,Salesforce
10801622,Inactive Investor,Bryan Sperry,,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,bsperry@rwbaird.com,,Salesforce
11220148,,Mark Miller,,,mark.miller@primerica.com,,Other
11039475,Inactive Investor,David Weibel,,"Stonecrest Capital Markets, Inc. San Juan 1369 Ave Ashford",dweibel@stonecrestpartners.com,,Salesforce
9578662,,Maria Fessler,,,mfessler@financialguide.com,,List import
336788,,Paul Schultz,"General Counsel, Secretary",Robert W. Baird & Co. Incorporated,pschultz@rwbaird.com,414-765-3500,Manual List Upload
11181559,Inactive Investor,Thomas Guillebeau,,"Osaic Wealth, Inc. Wilmington DE 2711 Centerville Rd",tguillebeau@osaicwealth.com,,Salesforce
10865574,Inactive Investor,Robert Raimondo,Chief Executive Officer,Brookwood Investment Group,robert.raimondo@brookwoodinvestmentgroup.com,,Salesforce
11230880,Inactive Investor,Stuart Pollard,,"Equitable Advisors, LLC Irvine CA 2050 Main St",stuart.pollard@equitable.com,,Salesforce
11087342,Inactive Investor,Tammara Toton,Chief Compliance Officer,"Allegiance Financial Advisors, Inc.",,,Salesforce
10604632,,Elizabeth Tulloch,Wealth Management Advisor,State Bank,elizabeth.tulloch@yourstatebank.com,260 637 2419,List Import
10923538,Inactive Investor,Madelein Burger,,Fidelity Brokerage Services LLC,,,Salesforce
10958211,Inactive Investor,Philip Whittaker,Financial Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11172377,Inactive Investor,James Klausman,Private Client Banker,J.P. Morgan Securities LLC Circleville OH 100 E Main St,,,Salesforce
11028564,Inactive Investor,Katherine Fincher,,"Mason Securities, Inc.",kfincher@masoncompanies.com,,Salesforce
11141800,Inactive Investor,Bret Beeton,,Morgan Stanley Columbus OH 4343 Easton Cmns,bret.beeton@morganstanley.com,,Salesforce
11011327,Inactive Investor,Karl Hendrickson,,PFS Investments Inc. Rice Lake WI 11 E Eau Claire St,khendrickson@primerica.com,,Salesforce
10925968,Inactive Investor,David Burns,,Cetera Advisor Networks LLC Farmington UT 1361 N 1075 W,burnsd@ceteranetworks.com,,Salesforce
10986637,Inactive Investor,Jose Arevalo,,J.P. Morgan Securities LLC New York NY 2824 Broadway,,,Salesforce
10911178,Inactive Investor,Teofilo Sterling,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,teofilo.sterling@primerica.com,,Salesforce
10883572,Inactive Investor,Dennis Martin,,"Avantax Investment Services, Inc. Phoenix AZ 2432 W Peoria Ave",,,Salesforce
11172451,Inactive Investor,Sofia Young,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",sofia.young@tiaa.org,,Salesforce
10841273,Inactive Investor,Dana Gilpatrick,,"Cambridge Investment Research, Inc. Harvard MA 270 Ayer Rd",,,Salesforce
9566815,,Jorma Van Wissem,,,jormavanwissem@gmail.com,,List import
9631453,,Jeff Johnston,,,jjinplaya@yahoo.com,,List import
224784,,Raghuveer Kolli,,[Unknown],new.nostra@gmail.com,,source
10925829,Inactive Investor,Nicholas Subich,,LPL Financial LLC Export PA 4000 Triangle Ln,nicholas.subich@lpl.com,,Salesforce
11126829,Inactive Investor,Sean Clancy,,Morgan Stanley Bal Harbour FL Private Residence,sean.clancy@morganstanley.com,,Salesforce
9641309,,Harold Schultz Neto,,,haroldsneto@gmail.com,,List import
10900423,Inactive Investor,Matthew Ferratusco,Analyst;Senior Portfolio Manager,Lyons Wealth Management,m.ferratusco@lyonswealth.com,,Salesforce
10996820,Inactive Investor,Philip Wilson,,J.P. Morgan Securities LLC Whittier CA 13417 Telegraph Rd,philip.wilson@chase.com,,Salesforce
10798618,Inactive Investor,Peter Gilsenan,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",peter_gilsenan@ml.com,,Salesforce
213086,,Grzegorz Garbarek,,[Unknown],grzegorzgarbarek33@gmail.com,,
10802150,Inactive Investor,Michael Dzikowski,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,michael.dzikowski@ubs.com,,Salesforce
11064335,Inactive Investor,James Cotto,Director - Corporate Client Group;Family Wealth Director;International Finance Advisor;Managing Director - Wealth Management;Sen,Morgan Stanley,james.cotto@morganstanley.com,,Salesforce
11161528,Inactive Investor,Anika Raschid,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",anika.raschid@ml.com,,Salesforce
10939064,Inactive Investor,James Shull,,Cetera Financial Specialists LLC Herrin IL 1820 W Monroe St,,,Salesforce
11169816,Inactive Investor,Jared Maroon,,"Raymond James Financial Services, Inc. Scottsdale AZ 14350 N 87th St",jared.maroon@raymondjames.com,,Salesforce
11066987,Inactive Investor,Francene Cole,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",francene.cole@wellsfargo.com,,Salesforce
11149711,Inactive Investor,Ritesh Mathur,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,riteshmathur.team@fidelity.com,,Salesforce
11163169,Inactive Investor,Curtis Nagai,,Commonwealth Financial Network Seattle WA 320 Andover Park E,cnagai@commonwealth.com,,Salesforce
10818390,Inactive Investor,Sarah Quist,Director - Client Relations;Managing Director;Principal;Shareholder,Vision Capital Management Inc,sarah@vcmi.net,,Salesforce
10877335,Inactive Investor,Patrick Alfano,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,patrick.alfano@lpl.com,,Salesforce
10966753,Inactive Investor,Deborah Gabriel,Financial Advisor,Edward Jones Palatine IL 334 E Colfax St,deb.gabriel@edwardjones.com,,Salesforce
10659270,,Patricia Crawford,,,bacharap@stifel.com,,List Import
10490009,,[Unknown],,,strousdale@buckinghamgroup.com,,Web Form Fillout
11156998,Inactive Investor,Riley Poppy,Financial Planner;Regulatory Contact,Millennial Wealth Pasco WA Private Residence,,,Salesforce
10487789,,Mark Howard,,Eagle Strategies LLC,mhoward@ft.newyorklife.com,,List Import
222913,,Joe A,,[Unknown],joseph_aarce@hotmail.com,,
11146942,Inactive Investor,Michael Watson,,State Farm VP Management Corp. Highland AR 1556 Hwy 62 412,mike.watson-r778@statefarm.com,,Salesforce
10794661,Inactive Investor,David Beam,Wealth Management Advisor,Key Investment Services LLC Cazenovia NY 138 Albany St,david_r_beam@kisinvestments.com,,Salesforce
10839874,Inactive Investor,Mark Derrico,,Country Capital Management Company Chandler AZ 2470 W Ray Rd,m.derrico@countryfinancial.com,,Salesforce
11101558,Inactive Investor,Fanning Oakley,Principal,Oakley Capital Group,tucker@oakleycapitalgroup.com,,Salesforce
11004417,Inactive Investor,Jordan Drake,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10986105,Inactive Investor,Brianne Babel,Financial Advisor,LPL Financial LLC Rockwell City IA 400 Main St,brianne.babel@lpl.com,,Salesforce
11063854,Inactive Investor,Justin Hipp,Regional Vice President,PFS Investments Inc. Chattanooga TN 1208 Pointe Centre Dr,justin.hipp@primerica.com,,Salesforce
142741,,ARUN RAMASAMY,,[[Unknown]],arun.ramasamy@gmail.com,,Organic Search
10864203,Inactive Investor,Allison Besancon,,J.P. Morgan Securities LLC Marion OH 1553 Marion Mount Gilead Rd,allison.besancon@jpmorgan.com,,Salesforce
10906782,Inactive Investor,Teresa Bouldin,,PFS Investments Inc. Sparks NV 1855 Sullivan Ln,teresa.bouldin@primerica.com,,Salesforce
228115,, -,,[[Unknown]],dnlenger@yahoo.com,,Organic Search
11060643,Inactive Investor,Hugh Carter,,"Osaic Wealth, Inc. Richmond VA Private Residence",,,Salesforce
10825171,Inactive Investor,Drew Slacum,Financial Advisor;Senior Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,drew.slacum@morganstanley.com,,Salesforce
10984695,Inactive Investor,Randall Winkler,Financial Advisor,"Drake & Associates, LLC",randy.winkler@drakeandassociates.net,,Salesforce
10853409,Inactive Investor,Molly English,,Goldman Sachs & Co. Seattle WA 401 Union St,,,Salesforce
9606279,,Kevin OMeallain,,,kevin@akasha.ie,,List import
347721,,Benjamin Hockema,"Managing Member, CCO",Illuminate Wealth Management,ben@illuminatewm.com,847-595-1315,Manual List Upload
9556463,,Kristina Gates,,,kgates@financialguide.com,,List import
10831264,Inactive Investor,Scott Kaplan,Chief Compliance Officer;Financial Advisor,"Kaplan Wealth Management, Inc.",scottkaplan@kaplanwealth.com,,Salesforce
10943614,Inactive Investor,Matthew Tucker,,Citigroup Global Markets Inc.,,,Salesforce
10917966,Inactive Investor,Rian Flad,Investment Advisor Representative,"SMB Financial Services, Inc.",rian@smb.financial,,Salesforce
9604113,,JOHN CLARKE,,,john@algofi.org,,List import
353030,,Michael Obuchowski,"Founder, Managing Member",Merlin Asset Management,mo@merlinam.com,,Event
11108790,Inactive Investor,Daryl Eckman,Founder;President,"Eckman Wealth Management, LLC",deckman@eckmanwealth.com,,Salesforce
9597459,,Michael Battaglia,,,michael@brightonjones.com,,List import
11042282,Inactive Investor,Mark Eisel,,LPL Financial LLC Ashland OH 54 W Main St,,,Salesforce
10941320,Inactive Investor,Jordan Hurwitz,,Aegis Capital Corp.,,,Salesforce
11163268,Inactive Investor,Phillip Wallace,Financial Professional,LPL Financial LLC Woodstock GA 4390 Earney Rd,phillip.wallace@lpl.com,,Salesforce
117837,,Robert Davis,Account Manager,"MML Investors Services, LLC",robertdavis5@financialguide.com,443-492-6600,
9605090,,Heather Rupp,,,heather.rupp@phasecap.com,,List import
10989394,Inactive Investor,Spencer Griffin,,"Raymond James Financial Services, Inc.",spencer.griffin@raymondjames.com,,Salesforce
345586,,Ann-Marie South,,Hutchins Canning & Company Pa,annmarie@obxcpa.com,252-261-1040,Manual List Upload
10939752,Inactive Investor,Richard Davis,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",richard.davis@tiaa.org,,Salesforce
9545049,,?? ?,,,drumhyun@gmail.com,,List import
11170258,Inactive Investor,Ronald Bernard,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",ronald.g.bernard@ml.com,,Salesforce
10840441,Inactive Investor,Victoria Gort,,Lincoln Investment Stevensville MI Private Residence,vgort@lincolninvestment.com,,Salesforce
11076825,Inactive Investor,Ryhan Otmane-Tani,,"Robinhood Financial, LLC",ryhan.otmane-tani@robinhood.com,,Salesforce
10898743,Inactive Investor,Roger White,Financial Advisor,"Ameriprise Financial Services, LLC Oshkosh NE 104 W Avenue D",roger.white@ampf.com,,Salesforce
11047689,Inactive Investor,Kyleigh Cobett,Financial Planning Associate,Consolidated Planning Corporation Saint Petersburg FL 111 2nd Ave NE,kcobett@cpcadvisors.com,,Salesforce
38026,,Mark Prunier,,Fidelity Personal and Workplace Advisors,mark.prunier@fidelity.com,,
10981502,Inactive Investor,Jacob Harry,Financial Advisor,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",jacob.harry@hantzgroup.com,,Salesforce
231736,, -,,[[Unknown]],dflounder601@gmail.com,,
10924637,Inactive Investor,Kevin Swan,,"Osaic Wealth, Inc. Raleigh NC 1500 Sunday Dr",,,Salesforce
10822763,Inactive Investor,John Hardin,Financial Advisor,Edward Jones Cleburne TX 600 N Nolan River Rd,john.hardin@edwardjones.com,,Salesforce
11137662,Inactive Investor,Jeremy Reiland,Financial Planner;President,"Vantage Point Financial, LLC",,,Salesforce
10759628,Inactive Investor,Brian Baker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brian.baker@fmr.com,,Salesforce
11206713,Inactive Investor,Brett Frazier,,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",brett.frazier@raymondjames.com,,Salesforce
10886964,Inactive Investor,Lee Burton,,Wedbush Securities Inc.,lee.burton@wedbush.com,,Salesforce
218674,,A Bo,,[Unknown],polarzombies@gmail.com,,
10793326,Inactive Investor,Scott Kyle,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member,"Coastwise Capital Group, LLC",,,Salesforce
9640659,,e smith,,,esmith.chip@gmail.com,,List import
9607900,,ZX Pan,,,nake13fbnq@gmail.com,,List import
11018973,Inactive Investor,Austin Smith,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,arsmith02@ft.newyorklife.com,,Salesforce
11097307,Inactive Investor,Michael Miranda,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",,,Salesforce
9616764,,Carlos Accetta,,,carlosaccetta@orquideacapital.com,,List import
11258781,Inactive Investor,Sheri Gillette,,CFA of North Carolina,sbgillette@ncrrbiz.com,,Salesforce
11142928,Inactive Investor,Ralph Brann,Financial Professional,"MML Investors Services, LLC Warsaw VA Private Residence",rbrann@financialguide.com,,Salesforce
9598361,,Randall Feldner,,,rfeldner@midcapfinancial.com,,List import
10839766,Inactive Investor,Daniel Galvan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10658061,,Jacqueline Ibarra,,,jacqueline.x.ibarra@jpmorgan.com,,List Import
168759,,Srdjan Ristic,,[Unknown],srdjan73ristic@gmail.com,,
11046361,Inactive Investor,Richard Intrater,,Vivaldi Capital Management LP Mill Valley CA 104 Tiburon Blvd,rintrater@vivaldicap.com,,Salesforce
10831769,Inactive Investor,Marc Srncik,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",marc.srncik@schwab.com,,Salesforce
11027961,Inactive Investor,Jade Charles,,Jefferies LLC,jcharles@jefferies.com,,Salesforce
11177428,Inactive Investor,Barbara Sharp,Financial Advisor,LPL Financial LLC Hudson FL Private Residence,barbara.sharp@lpl.com,,Salesforce
341135,,Kevin Clark,,[Unknown],kclark@mtrustcompany.com,,
11022388,Inactive Investor,Susan Buck,,LPL Financial LLC Buffalo NY 375 Essjay Rd,,,Salesforce
10777504,Inactive Investor,Nicole Domergue-Brunner,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",n.brunner@ml.com,,Salesforce
10611404,,Alexander Lane,"Managing Director, Wealth Advisor",,alane@williamblair.com,,List Import
10940827,Inactive Investor,Adam Anakota,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",adam.anakotta@wellsfargo.com,,Salesforce
10797300,Inactive Investor,Robert Grubert,,"RBC Capital Markets, LLC",robert.grubert@rbc.com,,Salesforce
10976844,Inactive Investor,Andrew Snape,,Fidelity Brokerage Services LLC,,,Salesforce
9586083,,Ade Yinka,,,ibrahim.oluwakemi@me.com,,List import
11232893,Inactive Investor,Christian Mickelsen,Financial Professional,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",christian.mickelsen@wellsfargoadvisors.com,,Salesforce
11086429,Inactive Investor,Mairelys Rodriguez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,mairelys.rodriguez@jpmorgan.com,,Salesforce
11189762,Inactive Investor,Ralph Schlosstein,,Evercore Group L.L.C.,schlosstein@evercore.com,,Salesforce
9637851,,George Dai,,,contact@daiadvisors.com,,List import
370691,,David Havasi,,United States,daveydo2000@gmail.com,,Salesforce
11204891,Inactive Investor,Marc Pacella,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",marc.a.pacella@ml.com,,Salesforce
9593806,,Joseph Morrison,,,jmorrison@sentryllc.com,,List Import
9541632,,Dylan Hunzeker,,,dylanoliviahunzeker@gmail.com,,List import
10862067,Inactive Investor,Julia Supple,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",julia.supple@ml.com,,Salesforce
151640,,Tom Kreuzberger,,[Unknown],thomaskreuzberger@gmx.at,,
10612526,,Barry Hess,"Financial Advisor, Vice President",,barry.hess@ampf.com,,List Import
11118441,Inactive Investor,Shannon Sutherland,Wealth Advisor,Commonwealth Financial Network Reno NV 9190 Double Diamond Pkwy,ssutherland@commonwealth.com,,Salesforce
10887678,Inactive Investor,Daniel Obrand,,Fidelity Brokerage Services LLC El Segundo CA 2009 Park Pl,danielobrand.team@fidelity.com,,Salesforce
11078094,Inactive Investor,Gregory Forte,Relationship Manager,"Principal Securities, Inc. Bedford NH Private Residence",forte.gregory@principal.com,,Salesforce
11106037,Inactive Investor,James Tipton,Financial Advisor,Edward Jones Conway AR Private Residence,jimmy.tipton@edwardjones.com,,Salesforce
11044285,Inactive Investor,Christopher Boyns,Financial Advisor;Financial Planning Specialist,Morgan Stanley Monterey CA 401 Fremont St,christopher.boyns@morganstanley.com,,Salesforce
10997004,Inactive Investor,Zachary Bognar,Financial Advisor,TD Private Client Wealth LLC Greenwich CT 3 Pickwick Plz,zachary.bognar@td.com,,Salesforce
9590980,,Zhou Gao,,,18671253939@163.com,,List import
11143491,Inactive Investor,Andrew Hull,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
2618218,,Md Najam,,,nmd654652@gmail.com,,
188676,,Michael Cambron,,Bartlett & Co. Wealth Management Llc,mcambron@gmail.com,(513) 621-4612,
10780541,Inactive Investor,Kerry Davi,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kerry_davi@ml.com,,Salesforce
11162743,Inactive Investor,Ryan Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Anchorage AK 745 E Dimond Blvd",ryan.a.williams@wellsfargo.com,,Salesforce
9605009,,J. Andrew Kirschler,,,akirschler@federatedinv.com,,List import
11014554,Inactive Investor,Jared Edwards,,"Woodmen Financial Services, Inc.",jledwards@woodmen.org,,Salesforce
10621712,,Tom Schneider,,,toms@owlcreeklp.com,,List import
10864185,Inactive Investor,Peter Walsh,Senior Manager,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",peter.walsh@schwab.com,,Salesforce
9545394,,Yi Zhang,,,yifense86@gmail.com,,List import
10777098,Inactive Investor,James D'Ambrosio,,Cetera Investment Services LLC Iselin NJ 485 US Hwy 1 S,jim.dambrosio@ceterais.com,,Salesforce
10487120,,Mitchell Klingerman,Financial Consultant,"Equitable Advisors, LLC",m.klingerman@equitable.com,,List Import
333609,,Jeffrey Lokken,,Mercer Global Advisors Inc.,jlokken@merceradvisors.com,,
11145186,Inactive Investor,Christy Brown,Financial Advisor,Morgan Stanley Lexington KY 444 E Main St,christy.brown@morganstanley.com,,Salesforce
11173090,Inactive Investor,Lori Placentino,,Key Investment Services LLC Hopewell Junction NY 1941 Rte 52,lori_placentino@kisinvestments.com,,Salesforce
10937111,Inactive Investor,John Walker,,"Equity Services, Inc. Longwood FL 264 Churchill Dr",walker_john@nlvmail.com,,Salesforce
11261076,Inactive Investor,Mark Smith,Investment Advisor Representative,CPR Investments Inc Troy NY Private Residence,mark.smith@cprinvestmentsinc.com,,Salesforce
10890751,Inactive Investor,Taylor Griffin,Financial Advisor,Edward Jones Blountville TN 1323 Hwy 394,taylor.griffin@edwardjones.com,,Salesforce
9612060,,Godfrey Williams,,,gentlewilliams2002@yahoo.com,,List import
11191333,Inactive Investor,Jonathan Slevin,Financial Advisor;Vice President,Morgan Stanley Louisville KY 4969 US Hwy 42,jonathan.slevin@morganstanley.com,,Salesforce
10851198,Inactive Investor,Nicole Moses,Financial Advisor,PNC Investments McKeesport PA 4313 Walnut St,nicole.borowski@pnc.com,,Salesforce
10791099,Inactive Investor,Pamela De Jong,Financial Advisor,Edward Jones Coos Bay OR 1705 Ocean Blvd SE,pamela.dejong@edwardjones.com,,Salesforce
10887747,Inactive Investor,Edward Watko,,"The Leaders Group, Inc. Indianapolis IN 3388 Founders Rd",,,Salesforce
11082863,Inactive Investor,Michael Warner,,"Avantax Investment Services, Inc. Minneapolis MN 9800 Shelard Pkwy",,,Salesforce
10917036,Inactive Investor,Frederick Myers,Founder;Manager;Member,"Northwood Investment Partners, LLC San Carlos CA Private Residence",info@northwoodip.com,,Salesforce
10853725,Inactive Investor,Marc Desantis,Financial Advisor,"RBC Capital Markets, LLC Canonsburg PA 2400 Ansys Dr",,,Salesforce
9643188,,Gabriel Agboarumi,,,ayeseako@gmail.com,,List import
10916115,Inactive Investor,Kyle Winter,Financial Advisor,"Nations Financial Group, Inc. Waterloo IA 3222 Kimball Ave",kwinter@nationsfg.com,,Salesforce
11176349,Inactive Investor,Amanda Rogers,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9546086,,Michael Preston,,,prestonassociates@gmail.com,,List import
11184414,Inactive Investor,Lloyd Phelps,,PFS Investments Inc. Logan UT 550 N Main St,lphelps@primerica.com,,Salesforce
9625995,,cico tiko,,,cicogov688@awinceo.com,,List import
10990497,Inactive Investor,Lori Homan,Financial Advisor,Edward Jones Coldwater OH 106 S 2nd St,lori.homan@edwardjones.com,,Salesforce
213775,,John Lunt,President & Shareholder,Lunt Capital Management Inc.,john@luntcapital.com,801-503-3035,Manual List Upload
10947187,Inactive Investor,Christy Tryder,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,christy.tryder@fidelity.com,,Salesforce
11031768,Inactive Investor,Adam Fluckiger,,"Raymond James Financial Services, Inc. Saint George UT 94 S Mall Dr",adam.fluckiger@raymondjames.com,,Salesforce
5171988,,Maria Parsons,,,marialawofficesb@gmail.com,,Web Form Fillout
10929659,Inactive Investor,Carol Jones,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,caroljones@statefarm.com,,Salesforce
10984339,Inactive Investor,Gloria Harris,,J.P. Morgan Securities LLC Bothell WA 22833 Bothell Everett Hwy,gloria.harris@jpmorgan.com,,Salesforce
10981628,Inactive Investor,Jalen Adair,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",jalen.adair@53.com,,Salesforce
11018206,Inactive Investor,Dev Rana,,NYLIFE Securities LLC Fremont CA 39650 Liberty St,drana01@ft.newyorklife.com,,Salesforce
11121234,Inactive Investor,Brian Shea,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,bshea@ft.newyorklife.com,,Salesforce
11301476,,bruce mayer,,,bmayer7676@comcast.net,,Web Form Fillout
11089226,Inactive Investor,James Cluverius,,LPL Financial LLC Greenville SC 300 N Main St,jake.cluverius@lpl.com,,Salesforce
11122753,Inactive Investor,Hai Nguyen,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Pleasanton CA 3506 Old Santa Rita Rd,hai.nguyen@jpmorgan.com,,Salesforce
10615250,,Carl Klech,Financial Advisor,,carl.klech@morganstanley.com,,List Import
9624001,,Santo Minero,,,ldanman@aol.com,,List import
10846485,Inactive Investor,Steven Hall,,GWN Securities Inc. Saint Winter Garden FL Private Residence,shall@gwnsecurities.com,,Salesforce
10822345,Inactive Investor,Benjamin Williams,Financial Advisor,Edward Jones Shreveport LA 910 Pierremont Rd,tyler.williams@edwardjones.com,,Salesforce
7201400,,Mir Imran,,,mirimranmir98@gmail.com,,Web form fillout
10480614,,yora ente,,,yorammls@yahoo.com,,Web Form Fillout
10948015,Inactive Investor,Marcus Tolbert,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",marcus.tolbert@tiaa.org,,Salesforce
9608637,,John Yaz,,,casitatrading@gmail.com,,List import
10890206,Inactive Investor,Alyssa Tomsheck,Financial Advisor,Edward Jones Peotone IL 113 S Harlem Ave,alyssa.tomsheck@edwardjones.com,,Salesforce
9644289,,Xu Hansen,,,792397937@qq.com,,List import
10871973,Inactive Investor,Ryan Garrison,,United Planners' Financial Services of America A Limited Partner Scottsdale AZ 10055 E Mountainview Lake Dr,,,Salesforce
9600991,,Adi Zhou,,,theseasonisland@gmail.com,,List import
10773814,Inactive Investor,Henry Coker,,"Cambridge Investment Research, Inc. Marietta GA 2878 Johnson Ferry Rd",,,Salesforce
10862984,Inactive Investor,Andrea Casavilca Farfan,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,andrea.casavilca-farfan@jpmorgan.com,,Salesforce
9568633,,Kevin Kelly,,,kevin@centennialsec.com,,List import
10612416,,Jennifer Filocomo,Financial Advisor,,jennifer.r.filocomo@ampf.com,,List Import
45542,,John Fiene,Financial Associate,Thrivent Investment Management Inc.,john.fiene@thrivent.com,,
10877300,Inactive Investor,Conor Pratt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9595551,,Patrick Walsh,,,pat@oxfordfp.com,,List import
9638431,,Travis Schoenleber,,,tschoenleber@cambridgeassociates.com,,List import
11154314,Inactive Investor,Nancy Jenkins Hurst,,PFS Investments Inc. Lutz FL 18214 N US Hwy 41,lhurst@primerica.com,,Salesforce
10966979,Inactive Investor,Esteban Amaya,,William Blair,eamaya@williamblair.com,,Salesforce
370543,,MURAT Goldstayn,,Turkey,muratgoldy@gmail.com,,Salesforce
10851508,Inactive Investor,Frank Sgro,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",frank.sgro@prudential.com,,Salesforce
9627296,,Park Gyeongmin,,,gmp1030@gmail.com,,List import
11210770,Inactive Investor,Christopher Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10755976,Inactive Investor,Tracie Wendt,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",tracie.l.wendt@ml.com,,Salesforce
9622207,,Jared Lou,,,jaredlou0@gmail.com,,List import
11130699,Inactive Investor,Scott Zimmerman,Private Client Advisor,J.P. Morgan Securities LLC Charlotte NC 4345 Park Rd,scott.zimmerman@jpmorgan.com,,Salesforce
11172311,Inactive Investor,Gregory Tilley,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Knoxville TN 6341 Middlebrook Pike",gregory.a.tilley@ampf.com,,Salesforce
9554658,,James Altschuler,,,james@altschulerfinancial.com,,List import
10484999,,Terrance Andersen,"Chief Compliance Officer, Financial Advisor, Managing Member, President",Tactical Wealth Partners,terry@tacticalwealthpartners.com,,List Import
9645467,,Fernando Losada,,,fernando.losada@opco.com,,List import
10919263,Inactive Investor,Mitchel Krause,Managing Principal,"Other Side Asset Management, LLC",mitchel.krause@othersideam.com,,Salesforce
10961877,Inactive Investor,Glen Stewart,Financial Advisor,Thrivent Investment Management Inc. Woodbine NJ Private Residence,glen.stewart@thrivent.com,,Salesforce
10965804,Inactive Investor,Ambika Kiran,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
170751,,Dekhi Mayes,,[Unknown],dekhimayes@gmail.com,,
10904083,Inactive Investor,Phillip Ridling,Financial Advisor,Edward Jones Salem OR 3470 Liberty Rd S,phil.ridling@edwardjones.com,,Salesforce
11139029,Inactive Investor,Melissa Bencomo,,J.P. Morgan Securities LLC Livermore CA 1480 1st St,melissa.bencomo@jpmorgan.com,,Salesforce
11125850,Inactive Investor,Diane York,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10902273,Inactive Investor,Mark Metheny,Financial Advisor,Edward Jones Terre Haute IN 674 Ohio St,mark.metheny@edwardjones.com,,Salesforce
10763256,Inactive Investor,Thomas Rosenberg,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",thomas_p_rosenberg@ml.com,,Salesforce
10604204,,Naomi Kowalik,Advisor,Woodbury,naomi.k@kowalikandassociates.com,3202578888,List Import
11195106,Inactive Investor,Tammy Haygood,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",tammy.haygood@rbc.com,,Salesforce
10816699,Inactive Investor,John Conlin,Financial Professional,"Pruco Securities, LLC. San Antonio TX 8000 IH 10 W",john.conlin@prudential.com,,Salesforce
248415,,Joshua Teo,Research Analyst,Novus Capital Partners,joshuatwm@gmail.com,,Manual List Upload
10823733,Inactive Investor,Kathryn Dayley,,PFS Investments Inc. Pocatello ID 845 W Center St,kathryn.dayley@primerica.com,,Salesforce
1001933,Inactive Investor,John Levitt,President,JED Family Trust,jlevitt@summit-inv.com, +1 646 480 0120,Database Upload
11072516,Inactive Investor,Michael Gomez,,J.P. Morgan Securities LLC Paramount CA 15359 Paramount Blvd,michael.x.gomez@jpmorgan.com,,Salesforce
9571399,,Roya Yeroshalmi,,,ryeroshalmi@pksinvest.com,,List import
10783210,Inactive Investor,Sean Armstrong,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,sean.armstrong@fidelity.com,,Salesforce
11070270,Inactive Investor,Tonya Hall,Chief Compliance Officer;Owner,"Hall Financial Advisors, PC Marietta GA 324 Cherokee St NE",thall@hallfinancialadvisors.com,,Salesforce
10861085,Inactive Investor,Matthew Dopira,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",matthew.j.dopira@ml.com,,Salesforce
11194739,Inactive Investor,Eugene Lee,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC",eugene.lee@uboc.com,,Salesforce
10793576,Inactive Investor,Edward Noonan,Financial Professional,"Pruco Securities, LLC. Westwood NJ 90 Kinderkamack Rd",edward.noonan@prudential.com,,Salesforce
10845264,Inactive Investor,Susan Ciucci,,"Grove Point Investments, LLC Chicago IL 1208 W Taylor St",sciucci@hbeckinc.com,,Salesforce
10606409,,John Buechel,"Branch Manager, Financial Advisor, Investment Officer, Managing Director","Wells Fargo Clearing Services, LLC",john.buechel@wellsfargoadvisors.com,973-784-5001,List Import
11001739,Inactive Investor,Kristi Aguiar,,"Osaic Institutions, Inc. Fall River MA 1501 S Main St",,,Salesforce
11229797,Inactive Investor,Harleyann Linsenbach,,"First Command Brokerage Services, Inc. New London CT 400 Bayonet St",,,Salesforce
11005348,Inactive Investor,Adam Lomba,,"MML Investors Services, LLC Marshfield MA 20 Congress St",,,Salesforce
346423,,Andreas Knoepfel,Advisor To Vswa Management Team,Vontobel Swiss Wealth Advisors Ag,andreas.knoepfel@vontobeladvisors.com, -878512,Manual List Upload
11144744,Inactive Investor,Scott Foreman,Associate Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Mandeville LA 1590 W Causeway Approach",scott.foreman@benjaminfedwards.com,,Salesforce
11129552,Inactive Investor,Ethan Torres,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9606405,,jordan grant,,,jgfriedm@outlook.com,,List import
9606665,,Fabiano Neves,,,refneves@gmail.com,,List import
10992149,Inactive Investor,Kristen Hawkins-Yakel,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Brighton MI 9858 E Grand River Ave,kristen.hawkins-yakel@jpmorgan.com,,Salesforce
11090440,Inactive Investor,Anthony Ginez,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
11002656,Inactive Investor,Catherine Megna,Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11151387,Inactive Investor,Samuel Sinclair,Senior Vice President - Wealth Management,UBS Financial Services Inc. Rockland MA 1099 Hingham St,samuel.sinclair@ubs.com,,Salesforce
10921204,Inactive Investor,Matthew McConnell,Client Service Associate,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",matthew.mcconnell@ampf.com,,Salesforce
11044715,Inactive Investor,Jana Flaxbeard,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",jana.flaxbeard@ampf.com,,Salesforce
11071537,Inactive Investor,Joshi Koneru,Co-Founder;Wealth Advisor,Watershed Private Wealth LLC,joshi@watershedprivatewealth.com,,Salesforce
11155839,Inactive Investor,Kenneth Sanvictores,,"RBC Capital Markets, LLC",kenneth.sanvictores@rbc.com,,Salesforce
9540768,,Eden Dhaliwal,,,eden.dhaliwal@gmail.com,,List Import
9620536,,Aaron Grotas,,,grotasurology@gmail.com,,List import
10985810,Inactive Investor,Kathryn Broy,,"Osaic FA, Inc. Boston MA 175 Federal St",,,Salesforce
11222764,,Julie Brown,,,jbrown@merceradvisors.com,,List Import
10779516,Inactive Investor,Julie Overton,,Morgan Stanley Folsom CA 2365 Iron Point Rd,julie.overton@morganstanley.com,,Salesforce
11148934,Inactive Investor,Lindsay Wahl,,"Allstate Financial Services, LLC Coraopolis PA 962 Beaver Grade Rd",lindsaywahl@allstate.com,,Salesforce
9646242,,k m,,,kai@gengrayscale.com,,List import
10900022,Inactive Investor,Ryan Robertshaw,,"Raymond James Financial Services, Inc. Cincinnati OH 9200 Montgomery Rd",ryan.robertshaw@raymondjames.com,,Salesforce
11220483,,Brian Bythrow,,,bbythrow@wasatchglobal.com,,Other
10647540,,Kittye Tilford,,,ktilford@thecolonygroup.com,,List import
11115129,Inactive Investor,Jonathan Rose,,"Osaic Wealth, Inc. Minneapolis MN 7900 Xerxes Ave S",,,Salesforce
11122934,Inactive Investor,Betsy Bliss,Executive Director;Managing Director;Wealth Advisor,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,betsy.bliss@jpmorgan.com,,Salesforce
9624795,,Shekhar Lodha,,,shekharlodha21@gmail.com,,List import
10908718,Inactive Investor,Adam Bennett,,State Farm VP Management Corp. Athens PA 103 S Elmira St,adam.bennett.kh6a@statefarm.com,,Salesforce
11163370,Inactive Investor,Paul Kasten,,Key Investment Services LLC Westlake OH 166 Crocker Park Blvd,paul_kasten@keybank.com,,Salesforce
248418,,Ehikioya Agenmonmen,CEO,Fencas Real Estate Development Company,fencasrealestate@outlook.com,,Manual List Upload
11060913,Inactive Investor,Edward Mannix,,Jefferies LLC,emannix@jefferies.com,,Salesforce
10955501,Inactive Investor,Rebecca Oviedo Vargas,,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,rebecca.oviedovargas@chase.com,,Salesforce
11129729,Inactive Investor,Michael Danner,Financial Advisor,Edward Jones Pacific MO 285 N Western Ave,michael.danner@edwardjones.com,,Salesforce
11158367,Inactive Investor,Nakisha Purdiman,Financial Advisor,Edward Jones Richmond Hill GA 10161 Ford Ave,nakisha.purdiman@edwardjones.com,,Salesforce
229430,, -,,[[Unknown]],leonelmodica@gmail.com,,
11178661,Inactive Investor,Lauren Polsgrove,,"Saxony Securities, Inc. Saint Louis MO 275 N Lindbergh Blvd",,,Salesforce
9574002,,Cynthia Gallagher,,,cynthia.gallagher@lfg.com,,List import
11005461,Inactive Investor,Clint Baer,,"Principal Securities, Inc.",baer.clint@principal.com,,Salesforce
11055973,Inactive Investor,Suman Bannerjee,Chief Investment Officer;Director,Hedonova Advisors LLC Los Angeles CA 633 W 5th St,suman@hedonova.io,,Salesforce
10976207,Inactive Investor,Patrick Henderson,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,patrick_henderson@vanguard.com,,Salesforce
11022026,Inactive Investor,Jeremy Garcia,,J.P. Morgan Securities LLC Metairie LA 3783 Veterans Memorial Blvd,jeremy.garcia@jpmorgan.com,,Salesforce
10956780,Inactive Investor,George Calvert,Chief Compliance Officer;President,Calvert Planning Corporation,,,Salesforce
10611273,,Keith Somers,"Financial Advisor, Vice President",,keith.somers@ampf.com,,List Import
11042450,Inactive Investor,Lin Ma,,J.P. Morgan Securities LLC Claremont CA 805 W Foothill Blvd,,,Salesforce
332937,,Chris Petzold,,LeafHouse Financial Advisors,cpetzold@lhadv.com,,
10966490,Inactive Investor,Jason Harris,Financial Advisor,"Equitable Advisors, LLC Toledo OH 3450 W Central Ave",jason.harris@equitable.com,,Salesforce
11186065,Inactive Investor,Hubert Bishop,,"Hazard & Siegel, Inc.",hbishop@hazardsiegel.com,,Salesforce
10906303,Inactive Investor,Fanicia Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11194597,Inactive Investor,Karlynn Schramm,,"Osaic Wealth, Inc. Englewood CO 6300 S Syracuse Way",,,Salesforce
10978118,Inactive Investor,William Forster,,Thrivent Investment Management Inc. Smithfield NC 614 E Market St,william.forster@thrivent.com,,Salesforce
10935180,Inactive Investor,Michael Milton,,LPL Financial LLC Fremont CA 39150 Fremont Blvd,michael.milton@lpl.com,,Salesforce
11021431,Inactive Investor,Cameron Reynolds,,"Madison Avenue Securities, LLC",creynolds@mas-bd.com,,Salesforce
142851,,Richard Craft,Financial Planner,Lincoln Financial Advisors Corporation,richard.craft@lfg.com,410-825-5297,
10939483,Inactive Investor,Frank Happy Mbotchawo Nzouekon,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11055158,Inactive Investor,Carlos Chavez,Director;Head - Operations,Balanz,,,Salesforce
11041402,Inactive Investor,Jeremy Meurer,Investment Portfolio Associate,"Raymond James & Associates, Inc. Anderson IN 2625 Enterprise Dr",jeremy.meurer@raymondjames.com,,Salesforce
170120,,Krypto Golfer,,[Unknown],beecurb3@yahoo.com,,
9611130,,Brad Cerney,,,bcerney@apexfintechsolutions.com,,List import
9619895,,mat pat,,,f3r402@gmail.com,,List import
9615059,,Wei Zhu,,,zhuwei777@outlook.com,,List import
82170,,Karendra Atmojo,,Indonesia,kiv.personal01@gmail.com,,
9562355,,Deborah Amatti,,,damatti@latamconsultus.com,,List import
10967300,Inactive Investor,Stephanie Fratoe,,"Kestra Investment Services, LLC Sandusky OH 5004 Timber Commons Dr",stephanie.fratoe@kestrafinancial.com,,Salesforce
10757255,Inactive Investor,Kyle Stevenson,Assistant Vice President;Private Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",kyle.stevenson@ml.com,,Salesforce
10487252,,David Stallman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",david_stallman@ml.com,,List Import
9556275,,Mark Muhammad,,,mmark.mm95@gmail.com,,List import
11205276,Inactive Investor,John Ali,,J.P. Morgan Securities LLC Victorville CA 12690 Hesperia Rd,john.r.ali@jpmorgan.com,,Salesforce
10836751,Inactive Investor,Jeffrey Haskell,Financial Advisor;Principal,The Wealth Consulting Group Palm Desert CA 41990 Cook St,jhaskell@wealthcg.com,,Salesforce
10761337,Inactive Investor,Kenneth Kubik,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",kenneth.h.kubik@ml.com,,Salesforce
10784140,Inactive Investor,Mark Sarlo,,"USI Securities, Inc.",mark_sarlo@usicg.com,,Salesforce
9604667,,Michele Santulin,,,michele.santulin@gmail.com,,List import
11095945,Inactive Investor,Maximillian Morgan,Member;Vice President - Business Development,Investment Design Management,,,Salesforce
10856027,Inactive Investor,Kevin Gomez,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",kevingomez@northwesternmutual.com,,Salesforce
9601157,,Craig Moddelmog,,,craig@cornerstonewminc.com,,List import
9591261,,Christopher Fraser,,,aaronfraser@yahoo.com,,List import
10903397,Inactive Investor,Ryan Witt,Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
215453,,anton julian,,[Unknown],antonj.indy@gmail.com,,
11004407,Inactive Investor,Stephen Alsup,Compliance Analyst;Registered Principal,"VALIC Financial Advisors, Inc.",stephen.alsup@valic.com,,Salesforce
11095285,Inactive Investor,Vanessa Alvarado,,J.P. Morgan Securities LLC Austin TX 6600 S Mo Pac Expy,vanessa.alvarado@jpmorgan.com,,Salesforce
11047059,Inactive Investor,Nicholas Mendelson,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,nick.mendelson@morganstanley.com,,Salesforce
10939628,Inactive Investor,Chad Greb,,"FBL Marketing Services, LLC Cherokee OK 113 S Grand Ave",,,Salesforce
11012420,Inactive Investor,Douglas Smith,,"OneAmerica Securities, Inc.",,,Salesforce
10879571,Inactive Investor,Liza Bonet,,"Truist Investment Services, Inc. Orlando FL 8851 Conroy Windermere Rd",liza.coburn@truist.com,,Salesforce
10850185,Inactive Investor,Joseph Bucara,President,"JCB Financial, Inc.",jbucara@jcbfinancial.com,,Salesforce
10614611,,Daniel Staiger,Financial Advisor,,byfewormany@hotmail.com,,List Import
10644561,,Kristen Koonce,,,kkoonce@pksinvest.com,,List Import
10794013,Inactive Investor,Michael Jordan,,Lincoln Investment Soquel CA Private Residence,mjordan@lincolninvestment.com,,Salesforce
9614007,,robert aasen,,,robaasen@gmail.com,,List import
845,,,,,miminguyen4@iinet.net.au,,
10960994,Inactive Investor,Ryan Guiberson,,Edward Jones Issaquah WA 6520 226th Pl SE,,,Salesforce
9561116,,Raymond Skorpen,,,skorpenr1@gmail.com,,List import
11010093,Inactive Investor,Martha Walthall,,"Thoroughbred Financial Services, LLC",mwalthall@thoroughbredfinancial.com,,Salesforce
172327,,Johnny Yeung,,[Unknown],675187172@qq.com,,
11210505,Inactive Investor,Jessica Curtis,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,jessica.curtis@fmr.com,,Salesforce
341157,,Adam Abbas,Senior Fixed Income Investment Analyst,Harris Associates Lp,aabbas@harrisassoc.com,312-646-3600,Manual List Upload
10975541,Inactive Investor,Savannah Garfield,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10850758,Inactive Investor,Robert Mellon,Client Advisor;Partner,"Freestone Capital Management, LLC",robert@freestonecapital.com,,Salesforce
10883863,Inactive Investor,Christopher Kuhl,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
10967172,Inactive Investor,Jonathan Czopek,Vice President,Wintrust Investments LLC Elmhurst IL 150 E Butterfield Rd,jczopek@wintrustwealth.com,,Salesforce
9638432,,Len Umantz,,,reports@rogersia.com,,List import
156664,,Paul Ramer,,[Unknown],paul@avidwp.com,,source
219698,,Anthony Bantoft,,[Unknown],everythingchef@gmail.com,,Direct
10606164,,Bradley Silverman,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",bradley_e_silverman@hotmail.com,914-219-5888,List Import
11133681,Inactive Investor,Catherine Henry,Senior Wealth Strategy Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,catherine.pesta@ubs.com,,Salesforce
10787963,Inactive Investor,Mark Livingston,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",,,Salesforce
10887826,Inactive Investor,David Osgood,Investment Advisor,Fisher Investments,,,Salesforce
10787169,Inactive Investor,Daniel McGarry,Financial Advisor,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",daniel.mcgarry@nm.com,,Salesforce
10937912,Inactive Investor,Ariben Kirschbaum,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,,,Salesforce
11217373,,Tracey Manzi,,,tracey.manzi@raymondjames.com,,Other
11027540,Inactive Investor,Jose Resendes,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,jmresendes@ft.newyorklife.com,,Salesforce
11219189,,Richard Salus,,,richard.salus@delinvest.com,,Other
242054,,Jennifer Bloomgarden,Director of Marketing and Advisor Development,Summit Financial,jbloomgarden@sfh11.com,,Event
10656207,,Maureen Kiefer-goldenberg,,,m.kiefer-goldenberg@themathergroup.com,,List import
10489884,,Donald Guiney,"Chief Compliance Officer, General Counsel",Impact Shares Frisco TX 2189 Broken Bend Ln,donguiney@impactshares.org,508-904-9891,List Import
341682,,Phillip Smith,Senior Vice President Alpharetta,Antares Capital Advisers Llc,phillip.smith@antares.com,312-889-9920,Manual List Upload
11207013,Inactive Investor,David Moeller,Chief Investment Officer;Director - Investment Planning,"Symphony Financial, Ltd. Co.",moeller@symphonyplanning.com,,Salesforce
10804545,Inactive Investor,Eric Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",eric.johnson2@wellsfargoadvisors.com,,Salesforce
232272,, -,,Republic,szandra.ford@gmail.com,(203) 536-2134,
11060606,Inactive Investor,Daniel Paonessa,,Cetera Advisor Networks LLC Edison NJ 2 Ethel Rd,paonessad@ceteranetworks.com,,Salesforce
10972471,Inactive Investor,Jana Nethery,,SECU Brokerage Services Greensboro NC 1201 New Garden Rd,jana.nethery@ncsecu.org,,Salesforce
10811929,Inactive Investor,Scott Morris,Private Wealth Advisor,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",scott.morris@lfg.com,,Salesforce
10991134,Inactive Investor,Micah Stewart,,J.P. Morgan Securities LLC Prescott AZ 302 W Gurley St,micah.stewart@jpmorgan.com,,Salesforce
10863246,Inactive Investor,William Smith,,State Farm VP Management Corp. Athens GA 425 N Milledge Ave,,,Salesforce
11138912,Inactive Investor,Jessica Bell,,"Ameriprise Financial Services, LLC Poughkeepsie NY 176 Church St",jessica.c.bell@ampf.com,,Salesforce
10987854,Inactive Investor,Tatyana Roshko,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 2455 E Sunrise Blvd",tatyana.roshko@raymondjames.com,,Salesforce
10849272,Inactive Investor,Gerald Cassidy,,"Allstate Financial Services, LLC Springfield PA 440 Baltimore Pike",geraldcassidy@allstate.com,,Salesforce
9625516,,Martin Benitez,,,martinbenitez89@gmail.com,,List import
10814130,Inactive Investor,Thomas Francomano,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",tom_francomano@ml.com,,Salesforce
10893695,Inactive Investor,Kimberly Redding,,Robert W. Baird & Co. Incorporated Knoxville TN 8862 Cedar Springs Ln,kredding@rwbaird.com,,Salesforce
11036553,Inactive Investor,Manjot Kaur,Partner,Empire Advisors Wealth Management LLC,,,Salesforce
10882226,Inactive Investor,Robert Mitchell,Co-Founder;Managing Partner;Partner;Portfolio Manager;Research Analyst,"Conestoga Capital Advisors, LLC",rmitchell@conestogacapital.com,,Salesforce
11079106,Inactive Investor,James Schneider,,Goldman Sachs & Co.,james.schneider@gs.com,,Salesforce
246031,,Not Provided,Counsel,FDIC,vkhare@fdic.gov,,Manual List Upload
10916658,Inactive Investor,Brennan Mccarthy,Director - Financial Planning;Officer;Owner,Boulevard,,,Salesforce
11021815,Inactive Investor,Brandon Stuewe,Client Service Associate;Operations Specialist;Registered Client Service Associate,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",brandon.p.stuewe@ampf.com,,Salesforce
9546197,,Sam Simmons,,,samjrgoot@yahoo.com,,List import
10879942,Inactive Investor,Christopher Hawkins,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",christopher.hawkins@schwab.com,,Salesforce
9540724,,James Gilshenan Capital P/L ATF Gilshenan Enhanced Portfolio Fund,,Gilshenan Capital,james@gilshenan.com,,Organic Search
9602343,,J Woff Woffor,,,woffordebills@gmail.com,,List import
11205882,Inactive Investor,Faryal Akram,,Fidelity Brokerage Services LLC,,,Salesforce
10857163,Inactive Investor,John Taylor,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,jktaylor@ft.newyorklife.com,,Salesforce
9582960,,William Dudes,,,wdudes@gmail.com,,List import
181822,,Clinton Hernandez,,Clinton Hernandez,hcdani.r@gmail.com,,Organic Search
11173982,Inactive Investor,Michael Johnson,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
9563104,,Amanda Shi,,,amandashi3315@gmail.com,,List import
9628711,,stanislas zelski,,,gautier.work@live.fr,,List import
9554413,,Brent Seidenberger,,,brent.seidenberger@gmail.com,,List import
11175456,Inactive Investor,Heather Mariotti,Financial Advisor,"Ameriprise Financial Services, LLC Bloomington IL 204 N Prospect Rd",heather.mariotti@ampf.com,,Salesforce
11189650,Inactive Investor,Willis Lovell,Senior Vice President - Investments,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",andy.lovell@raymondjames.com,,Salesforce
11147318,Inactive Investor,Steven Thomas,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Cincinnati OH 201 E 5th St",steven.thomas@wfafinet.com,,Salesforce
11123625,Inactive Investor,Samuel Pemberton,,Vanguard Marketing Corporation,samuel_pemberton@vanguard.com,,Salesforce
10780922,Inactive Investor,Anthony Maggiore,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,anthony.f.maggiore@jpmorgan.com,,Salesforce
11181072,Inactive Investor,Eric Paba,,J.P. Morgan Securities LLC Flower Mound TX 6240 Long Prairie Rd,eric.paba@jpmorgan.com,,Salesforce
11180316,Inactive Investor,Max Jones,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,max_jones@vanguard.com,,Salesforce
10758927,Inactive Investor,Amy Lisner,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,amy.lisner@fidelity.com,,Salesforce
11028634,Inactive Investor,James Sandifer,Partner;Wealth Advisor,"Waverly Advisors, LLC Mobile AL 3615 Old Shell Rd",jamey.sandifer@waverly-advisors.com,,Salesforce
11160750,Inactive Investor,Timothy Weir,,Vanguard Marketing Corporation,timothy_weir@vanguard.com,,Salesforce
10829042,Inactive Investor,Diane Lair,Senior Registered Associate,Morgan Stanley Leawood KS 11161 Overbrook Rd,diane.lair@morganstanley.com,,Salesforce
11118525,Inactive Investor,Jamie Rawls,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,jrawls@primerica.com,,Salesforce
11084490,Inactive Investor,Paul Meier,Financial Consultant,Thrivent Investment Management Inc. Payson AZ 408 W Main St,paul.meier@thrivent.com,,Salesforce
11172815,Inactive Investor,Erin McKane,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,erin.mckane@fidelity.com,,Salesforce
10816749,Inactive Investor,Timothy Landry,Financial Advisor,LPL Financial LLC Carlsbad CA 8085 Paseo Arrayan,timothy.landry@lpl.com,,Salesforce
9606077,,rajeev nagabhirava,,,rajeevn@gmail.com,,List import
10951118,Inactive Investor,Vincent Larocca,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
1003124,Inactive Investor,Ben Freeman,,Aleph Capital,bfreeman@alephcapital.com,,3rd Party Lead Gen
10941592,Inactive Investor,Theodore Simonson,,Cetera Advisor Networks LLC Tucson AZ 3573 E Sunrise Dr,,,Salesforce
10759893,Inactive Investor,Francine Foley,,William Blair,ffoley@williamblair.com,,Salesforce
11016104,Inactive Investor,Nicole Rimsza,,"Raymond James Financial Services, Inc. Scottsdale AZ 33739 N Scottsdale Rd",nicole.rimsza@raymondjames.com,,Salesforce
10833878,Inactive Investor,Keith Larit,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,keith.larit@opco.com,,Salesforce
10933502,Inactive Investor,Larry Creed,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",larrycreed@weg1.com,,Salesforce
66527,,Christopher Barovich,,FSC Securities Corporation,cbarovich@fscadvisor.com,800-466-4618,
10613066,,Michael Fisher,"Senior Financial Advisor, Senior Vice President, Vice President",,michael_p_fisher@ml.com,,List Import
11090748,Inactive Investor,Hunter Wade,,"Cambridge Investment Research, Inc. Beckley WV 716 S Kanawha St",,,Salesforce
11234851,Inactive Investor,Jeffrey Strouse,President,"Suncoast Equity Management, LLC",jstrouse@suncoastequity.com,,Salesforce
10880311,Inactive Investor,Kevin Hassan,Financial Representative,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",kevin.hassan@nm.com,,Salesforce
10662181,,Ernest Bonnoitt,,,ebonnoitt@brookstoneadvisor.com,,List Import
9613137,,John Futrell,,,jfutrell@ftadvisors.com,,List import
10915180,Inactive Investor,Miguel Espinoza,,Bolton Global Capital Austin TX 101 Westlake Dr,mespinoza@deltaequity.com,,Salesforce
11153679,Inactive Investor,James Moore,,AW Securities Lawrence KS 3705 Clinton Pkwy,,,Salesforce
11025242,Inactive Investor,Tarah O'Neill,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,tarah.oneill@ubs.com,,Salesforce
10995914,Inactive Investor,Christopher Marino,,"MML Investors Services, LLC Tyngsboro MA 1 Bridgeview Cir",,,Salesforce
10911375,Inactive Investor,Linda Taylor,Portfolio Manager,"Carlisle Financial Group, LLC",ltaylor@carlislefinancialgroupllc.com,,Salesforce
10984070,Inactive Investor,Andrew Muniz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anaheim CA 2260 S Harbor Blvd",andrew.muniz@ml.com,,Salesforce
11220351,,Matthew Eastman,,,meastman@calamos.com,,Other
10811398,Inactive Investor,Kurt Ringenbach,,LPL Financial LLC Chagrin Falls OH 35 River St,kurt.ringenbach@lpl.com,,Salesforce
10915095,Inactive Investor,John Okan,Financial Advisor,Edward Jones Bellingham WA 1251 Lincoln St,john.okan@edwardjones.com,,Salesforce
11014472,Inactive Investor,David Contreras,,J.P. Morgan Securities LLC San Antonio TX 4011 San Pedro Ave,david.contreras@jpmorgan.com,,Salesforce
10863510,Inactive Investor,Aamina Harris,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10792834,Inactive Investor,James Griffith,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,james.griffith@fidelity.com,,Salesforce
11088710,Inactive Investor,Raymond Padilla,Financial Advisor,LPL Financial LLC Santa Fe NM Private Residence,raymond.padilla@lpl.com,,Salesforce
10779883,Inactive Investor,Donna Sheckells,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",donna.sheckells@rbc.com,,Salesforce
11078107,Inactive Investor,Dustin Fadiga,,"Principal Securities, Inc. Waterloo IA 622 W 4th St",,,Salesforce
10811643,Inactive Investor,Lee Quarrier,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",lee.quarrier@ml.com,,Salesforce
11152749,Inactive Investor,Sean Mccormack,,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",sean.mccormack@valic.com,,Salesforce
11005407,Inactive Investor,Justin Arnold,,Kovack Securities Inc. Ogden UT 3520 Lincoln Ave,,,Salesforce
11053410,Inactive Investor,John Woodard,Founder,Prosperity Capital Advisors Riverside RI 1275 Wampanoag Trl,jwoodard@prosperityca.com,,Salesforce
10789631,Inactive Investor,Courtney Smith,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,courtney.crain@gs.com,,Salesforce
10870265,Inactive Investor,Anthony Ezell,Regional Vice President,PFS Investments Inc. Dresher PA 715 Twining Rd,anthony.ezell@primerica.com,,Salesforce
10965308,Inactive Investor,Wendy Youngblood,,MWA Financial Services Inc. Hollister MO 10996 Historic Hwy 165,wendy.youngblood@mwarep.org,,Salesforce
11198767,Inactive Investor,Christopher Rosa,Financial Professional,"American Independent Securities Group, LLC Englewood CO 6455 S Yosemite St",christopher@americanisg.com,,Salesforce
10992094,Inactive Investor,Erik Brandt,,NYLIFE Securities LLC Denver CO 215 Union Blvd,ebrandt@ft.newyorklife.com,,Salesforce
10988778,Inactive Investor,Brian Borish,Senior Service Associate,Morgan Stanley Potomac MD 12505 Park Potomac Ave,brian.borish@morganstanley.com,,Salesforce
11091951,Inactive Investor,Wazim Rahim,,J.P. Morgan Securities LLC Richardson TX 1505 E Belt Line Rd,wazim.rahim@jpmorgan.com,,Salesforce
11013276,Inactive Investor,Kaden Pickering,,"MML Investors Services, LLC Warren NJ 184 Liberty Corner Rd",,,Salesforce
11002169,Inactive Investor,Kelsey Emmert,,"Robinhood Financial, LLC",kelsey.emmert@robinhood.com,,Salesforce
11261183,Inactive Investor,Ariel Rosenberg,Associate Advisor,Chicory Wealth Hillsborough NC Private Residence,,,Salesforce
11165019,Inactive Investor,Joseph Farrell,Financial Advisor,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",joe.farrell@wellsfargoadvisors.com,,Salesforce
10787804,Inactive Investor,John Degeronimo,,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",john.degeronimo@wellsfargo.com,,Salesforce
9545279,,Angela Pardue,,,angela.pardue@partnersfcu.org,,List import
11017562,Inactive Investor,Victor Pappolla,Client Service Associate,UBS Financial Services Inc. Westport CT 8 Wright St,victor.pappolla@ubs.com,,Salesforce
9574697,,Choi Jaehoon,,,dal76@naver.com,,List import
10783464,Inactive Investor,Nancy Toms,Authorized Officer;Senior Client Associate;Team Administrator,UBS Financial Services Inc. San Francisco CA 555 California St,nancy.toms@ubs.com,,Salesforce
10974316,Inactive Investor,David Westrick,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11112167,Inactive Investor,Johanna Mcgill,Financial Advisor,Edward Jones Pensacola FL 4300 Bayou Blvd,johanna.mcgill@edwardjones.com,,Salesforce
10816694,Inactive Investor,Fredrick Zeh,Vice President - Investments,"Synovus Securities, Inc. Saint Simons Island GA 401 Sea Island Rd",fredrickzeh@synovus.com,,Salesforce
11179583,Inactive Investor,Scott Berk,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,scott.p.berk@morganstanley.com,,Salesforce
11029066,Inactive Investor,Janice Powell,,"DFPG Investments, LLC",jpowell@dfpg.com,,Salesforce
10982881,Inactive Investor,Kevin Poynton,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",kevin.poynton@ml.com,,Salesforce
11223019,,Erin Mccall,,,emccall@breckinridge.com,,List Import
10879570,Inactive Investor,Kurt Hoffmann,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",kurt.hoffmann@schwab.com,,Salesforce
11060491,Inactive Investor,Robert Howell,,LPL Financial LLC Littleton CO 7180 S Penrose Ct,robert.howell@lpl.com,,Salesforce
11195755,Inactive Investor,Devin Hanson,,LPL Financial LLC Saint Helena CA 1127 Pope St,devin.buffington@lpl.com,,Salesforce
11219315,,James Forey,,,jim.forey@ceterais.com,,Other
11200652,Inactive Investor,Mark Stewart,Chief Compliance Officer;Director - Compliance;Shareholder,"M Stevens Wealth Advisors, LLC",mstewart@mstevens.com,,Salesforce
248154,,David Salvador,Head of Competitive Intelligence,OutSystems,david.salvador@outsystems.com,,Manual List Upload
10905724,Inactive Investor,Jennifer Gorgoll,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Atlanta GA 3414 Peachtree Rd NE,jennifer.gorgoll@nb.com,,Salesforce
10817187,Inactive Investor,George Mwai,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hendersonville TN 345 E Main St",george.mwai@ml.com,,Salesforce
11179240,Inactive Investor,Michael Mulvaney,Financial Advisor;Vice President,"RBC Capital Markets, LLC Saint Paul MN 400 Robert St N",michael.mulvaney@rbc.com,,Salesforce
9568412,,Andreas Daitey,,,darejaves@yahoo.se,,List import
11065036,Inactive Investor,Timothy Karr,,"Truist Investment Services, Inc. Columbus GA 1246 1st Ave",david.karr@truist.com,,Salesforce
10783808,Inactive Investor,Nicholas Kemp,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",nicholas.kemp@nm.com,,Salesforce
10616510,,Gregg Winter,,,gregg.winter@opco.com,,List Import
246037,,Not Provided,Counsel,Braumiller Law Group,james@braumillerlaw.com,,Manual List Upload
11020053,Inactive Investor,Kyle Harrigan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10659773,,Penny Polak,,,schartner.penny@ntrs.com,,List Import
11046825,Inactive Investor,Richard Griswold,,"Regulus Financial Group, LLC Simi Valley CA 6495 Sibley St",,,Salesforce
10952084,Inactive Investor,Lisette Artiga,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",lisette.artiga@ml.com,,Salesforce
11102382,Inactive Investor,Joshua Feldschneider,Financial Advisor;Vice President,Pine Valley Investments,jfeld@pinevalleyinvestments.com,,Salesforce
10618465,,Ryan Tracy,,,rtracy@marquetteassociates.com,,List Import
10862133,Inactive Investor,Shabaka Mckey,Financial Advisor,Edward Jones Huntsville AL 3740 Hwy 53,shabaka.mckey@edwardjones.com,,Salesforce
9603116,,Fergus Caheny,,,fergus.caheny@smithandwilliamson.com,,List import
11272299,,Roger Dinnie,,,roger.dinnie@dacm.io,,Web Form Fillout
9560130,,JOAO PEDRO SILVA,,,joaopedrosilva.ws@gmail.com,,List import
10986562,Inactive Investor,Zaira Martinez,,PFS Investments Inc. Miami FL 7955 NW 12th St,zmartinez@primerica.com,,Salesforce
9567530,,Matthew Liebl,,,mliebl@paraport.com,,List import
10819445,Inactive Investor,David Dougherty,,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",david.dougherty@wellsfargoadvisors.com,,Salesforce
11206970,Inactive Investor,Jerome Graham,Investment Advisor,"Syndicated Capital, Inc. Doylestown PA 103 Hyde Park",jgraham@syndicatedcapital.com,,Salesforce
9575052,,Daniel McKeever,,,dmckeever@massmutual.com,,List import
11006610,Inactive Investor,John Couric,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Charlottesville VA 501 Faulconer Dr",martin.couric@nm.com,,Salesforce
9641139,,David Mosso,,,ossomd@hotmail.com,,List import
9611785,,Daniel Fernandez,,,fernandezdh5@hotmail.com,,List import
11219039,,Richard Veenhoven,,,richard.veenhoven@osaicinstitutions.com,,Other
334478,,Jingxi Li,Associate,"Vesta Wealth Management, Llc",jingxi.li@vestawealth.com,786-579-2519,Manual List Upload
11081690,Inactive Investor,Barbara Vitti,Chief Compliance Officer;Controller,A. Gary Shilling & Co.,bvitti@agaryshilling.com,,Salesforce
11052339,Inactive Investor,Vincent Papetti,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,vincent.papetti@jpmorgan.com,,Salesforce
10988607,Inactive Investor,Judith Mcdole,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10793880,Inactive Investor,Aleksandra Kovalerchik,Financial Advisor;Vice President,"RBC Capital Markets, LLC Baltimore MD 2800 Quarry Lake Dr",leksi.kovalerchik@rbc.com,,Salesforce
10932774,Inactive Investor,Adrienne Kies,,"Raymond James Financial Services, Inc.",adrienne.kies@raymondjames.com,,Salesforce
9594478,,Connor Maniatty,,,cmaniatty@symmetrypartners.com,,List import
335112,,Thomas Maheras,Managing Member,"Tegean Capital Management, Llc",tmaheras@tegean.com,212-201-1950,Manual List Upload
11029818,Inactive Investor,Richard Oaster,Private Wealth Advisor,LPL Financial LLC Pittsford NY 15 Schoen Pl,richard.oaster@lpl.com,,Salesforce
11204751,Inactive Investor,James Iseman,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,james.iseman@ubs.com,,Salesforce
11009679,Inactive Investor,Cheryl Bischof,,PFS Investments Inc. Redlands CA 721 Nevada St,cbischof@primerica.com,,Salesforce
9560155,,Gregg Fortune,,,gregg.fortune@securitiesamerica.com,,List import
11027242,Inactive Investor,Mark Milano,,Cetera Financial Specialists LLC Oakland NJ 410 Ramapo Valley Rd,,,Salesforce
10850843,Inactive Investor,Richard Heleen,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Brewer ME 120 N Main St",richard.heleen@benjaminfedwards.com,,Salesforce
11008108,Inactive Investor,Dean Glauser,,"Prudential Annuities Distributors, Inc",dean.glauser@prudential.com,,Salesforce
11026830,Inactive Investor,Samuel Ruiz,Financial Advisor,J.P. Morgan Securities LLC Los Alamitos CA 3997 Ball Rd,samuel.ruiz@jpmorgan.com,,Salesforce
10802449,Inactive Investor,Hector Rivera,Financial Advisor,Park Avenue Securities LLC New York NY 535 5th Ave,,,Salesforce
10867663,Inactive Investor,Ethan Armentrout,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,ethan.armentrout@jpmorgan.com,,Salesforce
11077343,Inactive Investor,Shane Kranov,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",shane.kranov@nm.com,,Salesforce
11007264,Inactive Investor,Abigail Brown,,"Empower Financial Services, Inc Corona CA Private Residence",abigail.brown@empower.com,,Salesforce
11083488,Inactive Investor,Maureen Pontius,,"Northwestern Mutual Investment Services, LLC Westlake OH 25125 Detroit Rd",maureen.pontius@nm.com,,Salesforce
10644237,,Stanley Sroka,,,stanley.sroka@nm.com,,List Import
10784801,Inactive Investor,Robert Davies,Managing Director,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,bo.davies@jpmorgan.com,,Salesforce
11008609,Inactive Investor,Justin Parker,,Davenport & Company LLC,,,Salesforce
9565465,,Peter Buckley,,,peter.buckley@fidelity.com,,List import
9636898,,Cornelius Mcgillicuddy,,,cornelius.mcgillicuddy@mutualofamerica.com,,List import
11140968,Inactive Investor,Beverly Guthrie,Registered Client Associate,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",beverly.guthrie@wellsfargoadvisors.com,,Salesforce
10927802,Inactive Investor,Daniel Dubois,,"OneAmerica Securities, Inc. Newport Beach CA 20151 SW Birch St",daniel.dubois@oneamerica.com,,Salesforce
10997614,Inactive Investor,Daniel Wilson,Financial Advisor,"Hornor, Townsend & Kent, LLC Oshkosh WI 1488 W South Park Ave",dwilson@htk.com,,Salesforce
10796972,Inactive Investor,Michael Mohaghegh,Financial Advisor;Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",michael.d.mohaghegh@wellsfargo.com,,Salesforce
9647231,,Sanan Khan,,,sanank@hotmail.com,,List import
11062136,Inactive Investor,David Kent,Financial Advisor,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,david.l.kent@lpl.com,,Salesforce
11033962,Inactive Investor,Alexander Day,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",alexander.day@equitable.com,,Salesforce
10923172,Inactive Investor,Vincent Klein,,"Cambridge Investment Research, Inc. Chesterfield MO 425 S Woods Mill Rd",,,Salesforce
341404,,Jimmy Bullock,"Senior Vp, Forest Sustainability","Resource Management Service, Llc",jbullock@resourcemgt.com,205-991-9516,Manual List Upload
11131181,Inactive Investor,Mark Lewis,Executive Director;Family Wealth Director;Financial Advisor;Global Sports and Entertainment Director;Workplace Advisor,Morgan Stanley New York NY 399 Park Ave,mark.lewis@morganstanley.com,,Salesforce
11094832,Inactive Investor,William Aulwes,Financial Advisor,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,william.aulwes@ubs.com,,Salesforce
9550767,,Den Zen,,,denzensub@outlook.com,,List import
9562129,,James Klunder,,,jim@centennialsec.com,,List import
10876282,Inactive Investor,Evan Betoff,,Goldman Sachs & Co.,,,Salesforce
10798355,Inactive Investor,Jennifer Clarke,,J.P. Morgan Securities LLC,jennifer.t.clarke@jpmorgan.com,,Salesforce
10661980,,Richard Milton,,,rmilton@103advisory.com,,List Import
10909413,Inactive Investor,George Moore,,LPL Financial LLC San Diego CA 4707 Executive Dr,brad.moore@lpl.com,,Salesforce
236783,, -,,[[Unknown]],jimibee2000@yahoo.com,,
9631408,,ONEIL SHAND,,,oshand3@gmail.com,,List import
10882630,Inactive Investor,Elizabeth Jewell,,"Western International Securities, Inc. Northridge CA 9301 Corbin Ave",ejewell@wisdirect.com,,Salesforce
11013820,Inactive Investor,Christopher Medina,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,chris.medina@primerica.com,,Salesforce
9640150,,Robert Manilla,,,rjmanilla@kresge.org,,List import
10798715,Inactive Investor,James Madry,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,james.madry@primerica.com,,Salesforce
10937478,Inactive Investor,Thomas Cash,,"Cambridge Investment Research, Inc. Cheyenne WY Private Residence",tcash@cambridgesecure.com,,Salesforce
9585129,,Suzanne Bednar,,,suzanne.r.bednar@suntrust.com,,List import
10961611,Inactive Investor,Kelsey English,,J.P. Morgan Securities LLC Plano TX 7700 Windrose Ave,kelsey.english@jpmorgan.com,,Salesforce
335060,,Benjamin Brown,,[Unknown],ben@benjamin-brown.uk,,Webinar
11106406,Inactive Investor,Dylan Bernache,,"Cambridge Investment Research, Inc. Norwell MA 46 Accord Park Dr",,,Salesforce
372305,,Jason Chouake,,United States,jchouake@gmail.com,,Salesforce
337556,,Gregory Gheen,Member,"Pya Waltman Capital, Llc",ggheen@pyawaltman.com,865-693-6301,Manual List Upload
11072494,Inactive Investor,Anton Piskac,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11060780,Inactive Investor,Brandon Miller,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
9548218,,Jason Gambaiani,,,jason.gambaiani@voya.com,,List import
10763606,Inactive Investor,Patrick Coyle,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,p.coyle@ubs.com,,Salesforce
9569405,,Jonathan Bryan,,,jonathan.bryan@fidelity.com,,List import
10986807,Inactive Investor,Hassan Davis,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,hassan.davis@lpl.com,,Salesforce
9614436,,Kenneth Reel,,,redhat.on.dc@gmail.com,,List import
10778167,Inactive Investor,Joseph Slonek,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,joseph.slonek@fidelity.com,,Salesforce
11170161,Inactive Investor,James Mazzei,,Citigroup Global Markets Inc.,james.mazzei@citigroup.com,,Salesforce
11159306,Inactive Investor,Durward Peterson,Premier Banker,"Wells Fargo Clearing Services, LLC Shakopee MN 380 Marschall Rd",,,Salesforce
11189248,Inactive Investor,Lawson Ballard,Financial Advisor,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",lawson.ballard@morgankeegan.com,,Salesforce
10932341,Inactive Investor,Matthew Dellovo,Chief Compliance Officer,BFA Wealth Management,mateo@bfawealth.com,,Salesforce
10862742,Inactive Investor,Lois Bumbales,,"Osaic Wealth, Inc. Utica MI 52188 Van Dyke Ave",,,Salesforce
9646559,,Aran Heer,,,arandeep.heer15@gmail.com,,List import
9607087,,Brian Sealey,,,brian@sealeyteam.com,,List import
10767707,Inactive Investor,Monda Hanna,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,monda.hanna@ubs.com,,Salesforce
11170479,Inactive Investor,Kyle Phelps,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
11260543,Inactive Investor,Evan Paulsen,Supervisory Control Specialist,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10784079,Inactive Investor,Baxter Smith,Financial Advisor,"Ameriprise Financial Services, LLC Middletown RI 26 Valley Rd",baxter.x.smith@ampf.com,,Salesforce
346110,,Christopher Hughes,Chief Executive Officer,Northwest Administrators Inc,chughes@nwadmin.com,206-329-4900,Manual List Upload
9550674,,David Stevens,,,david.stevens@mlp.com,,List import
10960896,Inactive Investor,Caleb Gold,Financial Advisor,Edward Jones Midland TX 601 N Marienfeld St,,,Salesforce
10883366,Inactive Investor,Andrew Chauvin,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,andrew.chauvin@edwardjones.com,,Salesforce
11030526,Inactive Investor,Josef Ghaussy,,"M Holdings Securities, Inc. Omaha NE 11516 Miracle Hills Dr",,,Salesforce
10940898,Inactive Investor,Douglas White,,LPL Financial LLC North Dighton MA Private Residence,douglas.white@lpl.com,,Salesforce
10785466,Inactive Investor,James Spanarkel,Global Institutional Consultant;Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",jim_spanarkel@ml.com,,Salesforce
10873837,Inactive Investor,Steven Nynas,,PFS Investments Inc. Duluth MN 319 W Superior St,steven.nynas@primerica.com,,Salesforce
10825829,Inactive Investor,Trevor Strudley,,"Raymond James Financial Services, Inc. Capitola CA 2121 41st Ave",trevor.strudley@raymondjames.com,,Salesforce
11015103,Inactive Investor,Lazaro Granados,,J.P. Morgan Securities LLC Longview TX 1720 W Loop 281,lazaro.granados@jpmorgan.com,,Salesforce
184495,,Max R,,For my financial advisor missing it,max.rumeau@hotmail.fr,(959) 953-3455,
11105022,Inactive Investor,Jennifer Eberhard,,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",,,Salesforce
10772445,Inactive Investor,Karl Hambrecht,Financial Advisor,"Osaic Wealth, Inc. West Newbury MA Private Residence",,,Salesforce
10948704,Inactive Investor,Nolan Webster,Financial Advisor,Edward Jones Palatine IL 228 E Northwest Hwy,nolan.webster@edwardjones.com,,Salesforce
11108687,Inactive Investor,Heejeong Shelton,,Citigroup Global Markets Inc.,,,Salesforce
220926,,Nadir Mims,,[Unknown],nadirmims27@gmail.com,,Direct
10939538,Inactive Investor,Ronald Dickstein,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,rdickstein@ft.newyorklife.com,,Salesforce
9581437,,us tes,,,jsa@tes.co,,List import
9581100,,Jennifer Garrett,,,jennifer.garrett@ellisinvestmentpartners.com,,List import
10792653,Inactive Investor,Craig Schwegman,Financial Advisor,Edward Jones Erie PA 3939 W Ridge Rd,craig.a.schwegman@edwardjones.com,,Salesforce
10958218,Inactive Investor,Manh Pham,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,manh.h.pham@chase.com,,Salesforce
11121570,Inactive Investor,Darlene Hathaway,,NYLIFE Securities LLC Glenwood WA 116 Court St,dshrank@ft.newyorklife.com,,Salesforce
9576695,,Ousmane Diarra,,,mohamed108diarra@gmail.com,,List import
9638901,,Lynn Cordaro,,,lynn_cordaro@harvard.edu,,List import
11160456,Inactive Investor,Nelson Ahern,,"Ameritas Investment Company, LLC Glen Allen VA 4191 Innslake Dr",nelson.ahern@ameritas.com,,Salesforce
10806018,Inactive Investor,Paul Reed,Member,Mann Capital Management LLC Florence KY 73 Cavalier Blvd,,,Salesforce
9547695,,Samuel Medici,,,samuel.medici@sbcglobal.net,,List import
10828804,Inactive Investor,Ronald Dragotta,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",ronald_dragotta@ml.com,,Salesforce
11114294,Inactive Investor,Cynthia Hanning,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",cindy_hanning@ml.com,,Salesforce
11092522,Inactive Investor,Johanna Imhof,Premier Banker,"Wells Fargo Clearing Services, LLC Naples FL 820 Park Shore Dr",johanna.imhof@wellsfargo.com,,Salesforce
10768914,Inactive Investor,Joseph Leonetti,Senior Financial Advisor;Senior Vice President,The Huntington Investment Company Columbus OH 2110 Tremont Ctr,joseph.leonetti@huntington.com,,Salesforce
9606860,,navell ramesh,,,navellr@seccom.com.my,,List import
9586010,,Maxim Berkovich,,,berkovich16@mail.ru,,List import
206803,,Anthony Burek,,Riverbank Wealth Management,tony@riverbankwa.com,,product
10978263,Inactive Investor,Graham Funderburk,Associate Client Advisor,Arvest Wealth Management Rogers AR 5201 Village Pkwy,gfunderburk@arvest.com,,Salesforce
11160895,Inactive Investor,Mohammed Aldoori,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",mohammed.aldoori@ml.com,,Salesforce
11125767,Inactive Investor,Ryan Brassington,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10885866,Inactive Investor,Angelica Carbajal,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,angelica.carbajal@fidelity.com,,Salesforce
11151388,Inactive Investor,Nicole Olmscheid,Client Service Associate;Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,nicole.olmscheid@ubs.com,,Salesforce
11100156,Inactive Investor,Bryan Scott,,"Cambridge Investment Research, Inc. Alpharetta GA 12640 Crabapple Rd",,,Salesforce
10917147,Inactive Investor,Brett Halpin,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
9618408,,Andrew Frank,,,andrew@whalerockcapital.com,,List import
11071149,Inactive Investor,Osvaldo Garcia,,J.P. Morgan Securities LLC Dallas TX 12875 Josey Ln,osvaldo.garcia@jpmorgan.com,,Salesforce
10879819,Inactive Investor,John Mueller,,Cetera Investment Services LLC Saco ME 252 Main St,john.mueller@ceterais.com,,Salesforce
11055121,Inactive Investor,Manon Tounalom,Associate Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",manon.tounalom@wfafinet.com,,Salesforce
220813,,Steven Grinnell,,[Unknown],sgrinnell3@comcast.net,,source
10942238,Inactive Investor,Lance Fields,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",lance.c.fields@nm.com,,Salesforce
10819470,Inactive Investor,Jerold Tweddell,Chief Compliance Officer;Member,Tweddell Goldberg Investment Management,jtweddell@tginvesting.com,,Salesforce
11172893,Inactive Investor,Cherie Higgins,,Commonwealth Financial Network Auburn MA 319 Southbridge St,,,Salesforce
10986322,Inactive Investor,Zachary Smith,,J.P. Morgan Securities LLC Grand Rapids MI 2705 Lake Michigan Dr NW,,,Salesforce
10715414,,jimmy alexander Pinzón martinez,,,jimmypinzon79@gmail.com,,Web Form Fillout
9644703,,Yusuke Ochi,,,yusuke.ochi@gs.com,,List import
10912940,Inactive Investor,Thomas Thigpen,Wealth Relationship Manager,Citigroup Global Markets Inc. Manhattan Beach CA 2710 N Sepulveda Blvd,,,Salesforce
10750424,Inactive Investor,Mayra Corrada Fernandez,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11212961,Inactive Investor,Diane Rook-Johnson,,"Independent Financial Group, LLC Pequot Lakes MN Private Residence",drook@ifgrr.com,,Salesforce
11166449,Inactive Investor,Logan Dosch,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",logan.dosch@nm.com,,Salesforce
11146165,Inactive Investor,Rupal Jhaveri,,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",,,Salesforce
11171967,Inactive Investor,Dilfuza Tahirjanova,,J.P. Morgan Securities LLC Brooklyn NY 8418 Bay Pkwy,dilfuza.tahirjanova@chase.com,,Salesforce
10820429,Inactive Investor,Andrew Wirth,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",andy.wirth@wellsfargoadvisors.com,,Salesforce
10866795,Inactive Investor,Leslie Menchen,,The O.N. Equity Sales Company Henderson NV 29 Quail Run Rd,,,Salesforce
228248,, -,,[[Unknown]],devilmanza2013@gmail.com,,Direct
11139678,Inactive Investor,Nicholas Mlsna,Associate Financial Advisor,"Ameriprise Financial Services, LLC La Crosse WI 500 2nd St S",nicholas.mlsna@ampf.com,,Salesforce
10894398,Inactive Investor,Clare Stenstrom,Chief Compliance Officer,Luesink Stenstrom Financial,clare@luesinkstenstrom.com,,Salesforce
10769980,Inactive Investor,William Moniz,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",william.moniz@truist.com,,Salesforce
9595807,,Chris Schiffer,,,cschiffer@wealthenhancement.com,,List import
121900,,Alexander Gross,"Managing Director, Senior Client Advisor",Daintree Advisors LLC,agross@daintreeadvisors.com,617-848-3412,
9636817,,Richard Baker,,,rbaker@qualifiedplanadvisors.com,,List import
10950689,Inactive Investor,William Hogans,,Morgan Stanley Baltimore MD 1300 Thames St,,,Salesforce
11089003,Inactive Investor,Christopher Haas,Retirement Specialist,Neuberger Berman BD LLC,christopher.haas@nb.com,,Salesforce
10931790,Inactive Investor,Jimmy Ramirez,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
10831005,Inactive Investor,Tonya Gatt,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",tonya.gatt@ml.com,,Salesforce
10935644,Inactive Investor,Marta Solorzano,,Interactive Brokers Corp. Petaluma CA 140 2nd St,msolorzano@interactivebrokers.com,,Salesforce
244189,,Pierce Lord,"Dir, ICE Fixed Income & Data Services",ICE,pierce.lord@ice.com,212 4973204,Manual List Upload
9626883,,Matthew Ameling,,,mattameling@gmail.com,,List import
10826242,Inactive Investor,Rae Dugan,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 2813 Terrace Dr",rae.dugan@ampf.com,,Salesforce
11063806,Inactive Investor,John Messina,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10951704,Inactive Investor,Margaret Marapao,,Commonwealth Financial Network Ojai CA 1012 W Ojai Ave,mmarapao@commonwealth.com,,Salesforce
11061455,Inactive Investor,Jeffrey Brown,Chief Financial Officer,Prime Buchholz LLC,jeffrey.brown@primebuchholz.com,,Salesforce
11060405,Inactive Investor,James Asplin,Wealth Advisor,LPL Financial LLC Port Washington WI 1329 W Grand Ave,jim.asplin@lpl.com,,Salesforce
11182124,Inactive Investor,David Sheen,Chief Financial Officer;Regulatory Contact,Vestwell Advisors LLC New York NY 22 W 38th St,dave.sheen@vestwell.com,,Salesforce
217414,,Richard Pugh,,Pugh Inc,rpugh40@gmail.com,(718) 986-8005,Initial Salesforce Import
9626264,,Tyler Trask,,,tylertrask94@gmail.com,,List import
11141837,Inactive Investor,Jenifer Parks,Senior Client Associate,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",jenifer.parks1@wellsfargoadvisors.com,,Salesforce
10489246,,Shaun Aguilar,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",shaun.aguilar@tfaconnect.com,,List Import
11133129,Inactive Investor,Xi Lu,,"Globalink Securities, Inc.",xi.lu@globalinkusa.com,,Salesforce
9549675,,Christian Sanford,,,csanford@longpond.com,,List import
11106811,Inactive Investor,Jonathan Mazzeo,Associate Vice President;Senior Client Associate,Rockefeller Financial LLC,jmazzeo@rockco.com,,Salesforce
5336398,,jim fies,,,hxxrzcmesjko@karenkey.com,,Web Form Fillout
11016200,Inactive Investor,Meghan Mills,,LPL Financial LLC Branford CT 36 Park Pl,,,Salesforce
10785542,Inactive Investor,Adam Seidman,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",aseidman@tiaa-cref.org,,Salesforce
11098054,Inactive Investor,Michael Cismoski,Manager,"Val-A Capital Group, LLC",,,Salesforce
11131537,Inactive Investor,Elliot Skriloff,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",elliot_skriloff@ml.com,,Salesforce
10893500,Inactive Investor,Garrett Rustand,Financial Advisor,LPL Financial LLC Tucson AZ 6400 E Grant Rd,garrett.rustand@lpl.com,,Salesforce
10841555,Inactive Investor,Oleg Shapiro,,Chelsea Financial Services Brooklyn NY 2753 Coney Island Ave,oshapiro@chfs.com,,Salesforce
10894996,Inactive Investor,Andrew Omalley,,"Independence Square Holdings, LLC",aomalley@indsquare.com,,Salesforce
10986010,Inactive Investor,Matthew Cilento,,Chelsea Financial Services,mcilento@chfs.com,,Salesforce
10510427,,Mohannad Aama,Portfolio Manager,Beam Capital Management,maama@beamcap.com,,List Import
11116611,Inactive Investor,Edward Smith,Financial Advisor,"Pruco Securities, LLC. Taylor MI 20300 Superior Rd",edward.smith@prudential.com,,Salesforce
10953741,Inactive Investor,Carter Stewart,,Vanguard Marketing Corporation,carter_stewart@vanguard.com,,Salesforce
9546888,,Naoyoshi Kurita,,,394wealth@gmail.com,,List import
79047,,James Fineman,,James fineman,jfineman1@yahoo.com,6156260501,
11074589,Inactive Investor,Casimir George,,LPL Financial LLC Hauppauge NY 140 Adams Ave,casimir.george@lpl.com,,Salesforce
10974425,Inactive Investor,Scott Weisman,,"Etico Partners, LLC White Plains NY 55 N Broadway",,,Salesforce
11034853,Inactive Investor,Kenneth Albers,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",kenneth_albers@ml.com,,Salesforce
10659236,,Shari Kellen,,,shari.kellen@primerica.com,,List Import
10983046,Inactive Investor,Brennan Gabriel,Financial Planning Specialist,"Ameriprise Financial Services, LLC Beresford SD 905 W Cedar St",brennan.gabriel@ampf.com,,Salesforce
11013688,Inactive Investor,Lucinda Defreitas,,Lincoln Investment Fort Myers FL 4972 Royal Gulf Cir,ldefreitas@lincolninvestment.com,,Salesforce
10774770,Inactive Investor,Holly Lange,,"Wells Fargo Advisors Financial Network, LLC",holly.lange@wfafinet.com,,Salesforce
10957841,Inactive Investor,Emmanuel Munoz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 12570 SW 120th St",emmanuel.munoz@ml.com,,Salesforce
10880022,Inactive Investor,Phillip Pizzuti,Wealth Manager,Creative Planning Franklin TN Private Residence,phillip.pizzuti@creativeplanning.com,,Salesforce
11128459,Inactive Investor,Djuro Vasic,Financial Advisor,"Osaic Wealth, Inc. Merrillville IN 1308 E 85th Ave",,,Salesforce
9607462,,Stephen Kelly,,,stephen.kelly@pnc.com,,List import
234678,, -,,[[Unknown]],bappayoumar@yahoo.com,,
10969543,Inactive Investor,Maya Horwath,Premier Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 2440 Fairview Ave N",,,Salesforce
240643,,Michael Na-Keta,,Invesco,na-keta.michael@invesco.com,,Event
10947891,Inactive Investor,Alastair Ipapo,,J.P. Morgan Securities LLC New York NY 277 Park Ave,alastair.ipapo@jpmorgan.com,,Salesforce
10758187,Inactive Investor,Kenneth Schapiro,Chief Executive Officer;President;Regulatory Contact,Condor Capital Wealth Management,ken@condorcapital.com,,Salesforce
11187516,Inactive Investor,Jonathan Miller,,LPL Financial LLC Minneapolis MN 1600 Utica Ave S,jonathan.miller@lpl.com,,Salesforce
11119042,Inactive Investor,Alison Lewis,,"Raymond James & Associates, Inc. Mechanicsville VA Private Residence",alison.lewis@raymondjames.com,,Salesforce
10958339,Inactive Investor,Sedrick Mcdonald,,Fidelity Brokerage Services LLC Chicago IL 401 N Michigan Ave,sedrick.mcdonald@fmr.com,,Salesforce
10797954,Inactive Investor,Allen Steppa,Financial Advisor,"Pruco Securities, LLC. Saint Paul MN 2233 Hamline Ave N",al.steppa@prudential.com,,Salesforce
10942141,Inactive Investor,Francis Hackett,,LPL Financial LLC Red Bank NJ 125 Half Mile Rd,francis.hackett@lpl.com,,Salesforce
11115120,Inactive Investor,Byron Smith,Financial Planner,"Osaic Wealth, Inc. Omaha NE 200 S 31st Ave",,,Salesforce
9548850,,Nathan O'Farrell,,,nofarrell@gurtin.com,,List import
2270466,,Daniel Beckley,,[Unknown],beckleydaniel7@gmail.com,,
9569564,,Ryan Hoadley,,,ryan.hoadley@holoceneadvisors.com,,List import
9577701,,Aaron McKissick,,,aaron.mckissick@pnc.com,,List import
10897807,Inactive Investor,Esteban Tamayo,,Citigroup Global Markets Inc.,,,Salesforce
10938005,Inactive Investor,Kevin Small,,"HighTower Securities, LLC Milford CT 185 Plains Rd",ksmall@hightoweradvisors.com,,Salesforce
10798752,Inactive Investor,Jennie Heiert,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jennie.heiert@fidelity.com,,Salesforce
10656166,,Alfonso Cobb,,,alfonso.cobb@fidelity.com,,List import
11213090,Inactive Investor,Kirk Lax,,Cetera Advisor Networks LLC Mount Pleasant SC 260 W Coleman Blvd,,,Salesforce
28278,,Cheryl Pitts,,United States,cpitts726@yahoo.com,,
198204,,Dustin Pratho,,[Unknown],dustinpratho@hotmail.com,,source
10841033,Inactive Investor,Walter Wisniewski,President;Senior Wealth Advisor,Arcadia Wealth Management,walter@arcadiawm.com,,Salesforce
9549753,,Ryan Johns,,,ryan@sfgtampa.com,,List import
10830905,Inactive Investor,David Caples,Financial Advisor,LPL Financial LLC Overland Park KS 7500 College Blvd,david.caples@lpl.com,,Salesforce
9550918,,Karen Curry,,,kcurry@younginvestments.com,,List import
237793,, -,,[[Unknown]],susanthsukumarannair@yahoo.co.in,,Organic Search
10949346,Inactive Investor,Juan Munoz-Ruiz,,J.P. Morgan Securities LLC Tampa FL 1322 S Dale Mabry Hwy,juan.munoz-ruiz@jpmorgan.com,,Salesforce
9613235,,Philip Traven,,,philip.traven@nuveen.com,,List import
11198883,Inactive Investor,Jennifer Candela,,J.P. Morgan Securities LLC Melville NY 395 N Service Rd,jennifer.candela@jpmorgan.com,,Salesforce
10365812,,dennis hsieh,,,dennishsieh0105@gmail.com,,Web form fillout
10779340,Inactive Investor,George Openshaw,Director - Corporate Client Group;Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Raleigh NC 3800 Glenwood Ave,george.openshaw@morganstanley.com,,Salesforce
10972261,Inactive Investor,Brooke Mueller,,"AE Financial Services, LLC",,,Salesforce
10898218,Inactive Investor,Gregory Rogers,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9575718,,Benjamin Grosko,,,ben@iwmgameplan.com,,List import
9616010,,Bayu Marliandi,,,bayu12031@gmail.com,,List import
10805371,Inactive Investor,Kathleen Kumm,Director;Team Administrator,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,kathleen.kumm@ubs.com,,Salesforce
10872100,Inactive Investor,Gregory Cummings,Associate Financial Advisor,Edward Jones Plano TX 5850 Granite Pkwy,greg.cummings@edwardjones.com,,Salesforce
9631513,,Jonathan Kurak,,,jonathankurak@gmail.com,,List import
9612526,,Bret Hribar,,,bret.hribar@gs.com,,List import
10865081,Inactive Investor,Joshua Bakhash,Financial Advisor,LPL Financial LLC Woodcliff Lake NJ 300 Tice Blvd,joshua.bakhash@lpl.com,,Salesforce
9611398,,Steve Naber,,,steve.naber@allianzlife.com,,List import
11174782,Inactive Investor,Jereme Lancaster,Financial Advisor,Edward Jones Dallas TX 4600 Greenville Ave,drew.lancaster@edwardjones.com,,Salesforce
11165472,Inactive Investor,Salvatore Schittino,,"Raymond James Financial Services, Inc. Latham NY 11 Sunset Dr",salvatore.schittino@raymondjames.com,,Salesforce
11089042,Inactive Investor,Scott Kobren,Member;Officer;Shareholder;Tax Partner,"Lauterbach Financial Advisors, LLC",,,Salesforce
11126683,Inactive Investor,Eric Walsky,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10995749,Inactive Investor,Violet Marsico,,J.P. Morgan Securities LLC Laguna Niguel CA 23970 Aliso Creek Rd,violet.marsico@chase.com,,Salesforce
11106415,Inactive Investor,Nicholas Banks,Private Client Wealth Advisor,"Citizens Securities, Inc. New York NY 1133 Avenue of the Americas",nicholas.h.banks@citizensbank.com,,Salesforce
11070313,Inactive Investor,Brett Newell,,"Private Client Services, LLC Leawood KS 6201 College Blvd",,,Salesforce
9554826,,H Bowen,,,steve.bowen@suntrust.com,,List import
9562739,,Jisoo Jang,,,jjs4424@naver.com,,List import
374231,,John Gattulli,,,,518-434-0877,Salesforce
10923757,Inactive Investor,Alberto Ochoa Salazar,,Fidelity Brokerage Services LLC,,,Salesforce
11008574,Inactive Investor,Cameron Monette,,"MML Investors Services, LLC Boston MA 280 Congress St",,,Salesforce
11222163,,Robert Costello,,,rcostello@thornburg.com,,List Import
10941560,Inactive Investor,Jared Chud,Senior Supervision Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jared.chud@ml.com,,Salesforce
10817927,Inactive Investor,Deborah Garter,,NYLIFE Securities LLC Chesterfield VA 7247 Beach Rd,dgarter@ft.newyorklife.com,,Salesforce
10895984,Inactive Investor,Jorge Valdes,Private Client Advisor,J.P. Morgan Securities LLC Bethesda MD 7901 Wisconsin Ave,jorge.valdes@jpmorgan.com,,Salesforce
11088307,Inactive Investor,Laura Martone,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11141114,Inactive Investor,Brian Driscoll,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,brian.driscoll@morganstanley.com,,Salesforce
11105648,Inactive Investor,Tonya Hayward-Demme,,Cetera Advisor Networks LLC Bellevue WA 626 120th Ave NE,haywardt@ceteranetworks.com,,Salesforce
11179897,Inactive Investor,Jonathan Hottle,Financial Advisor,PNC Investments Irwin PA 8735 Norwin Ave,jonathan.hottle@pnc.com,,Salesforce
9585675,,Bryan Miller,,,bryan.s.miller@icloud.com,,List import
11025061,Inactive Investor,Tristan Simmons,Financial Advisor,"Wells Fargo Clearing Services, LLC Springdale AR 6815 Isaacs Orchard Rd",tristan.a.simmons@wellsfargoadvisors.com,,Salesforce
11230167,Inactive Investor,Jonathan Babyak,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,jgbabyak@ft.newyorklife.com,,Salesforce
10871564,Inactive Investor,Robert Bardot,Chief Financial Officer,"NorthRock Partners, LLC",robert.bardot@northrockpartners.com,,Salesforce
10852276,Inactive Investor,Jamie Howells,Associate Vice President,"Raymond James & Associates, Inc. Novi MI 27333 Meadowbrook Rd",jamie.howells@raymondjames.com,,Salesforce
10928770,Inactive Investor,Lisa Lee,,"Osaic Wealth, Inc. Houston TX 10260 Westheimer Rd",,,Salesforce
11195157,Inactive Investor,Lauren Wilson,Corporate Secretary;Financial Advisor;Vice President,SecurEstate,lauren@securestateonline.com,,Salesforce
11201621,Inactive Investor,Kimberlee Bouska,,"Raymond James Financial Services, Inc. Beaverton OR 17877 NW Evergreen Pkwy",kimberlee.bouska@raymondjames.com,,Salesforce
9591432,,Mason Marcobello,,,masonmarcobello@protonmail.com,,List import
10777322,Inactive Investor,Jayusia Bernstein,Chief Executive Officer,"Stratigraphic Asset Management, Inc. Miami FL 804 S Douglas Rd",jbernstein@stratigraphic.com,,Salesforce
11211406,Inactive Investor,Malynda Hopp,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",malynda.hopp@prudential.com,,Salesforce
10921136,Inactive Investor,Christopher Fagiolo,,"American Global Wealth Management, Inc. Hanover MD 1362 Mellon Rd",,,Salesforce
11157155,Inactive Investor,Marsha Lundvall,Assistant Vice President;Wealth Management Associate,Morgan Stanley Fairfield CT 1229 Post Rd,marsha.lundvall@morganstanley.com,,Salesforce
11126014,Inactive Investor,Lauren Jarrell,,Institutional Securities Corporation,ljarrell@iscgroup.com,,Salesforce
10756028,Inactive Investor,Michael Kreeger,Senior Vice President;Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,michael.kreeger@morganstanley.com,,Salesforce
11200325,Inactive Investor,Stephanie Bowers,Principal;Regulatory Contact,IWP Wealth Management LLC,stephanie@iwpfo.com,,Salesforce
9636555,,Ignacio Guerrero,,,ignacio.guerrero@bcpadvisors.com,,List import
1867556,,Lance Rayburn,,,lancerayburn@gmail.com,,
10833114,Inactive Investor,Joel Mallery,Financial Advisor;Vice President,UBS Financial Services Inc. Grand Blanc MI 8235 Holly Rd,joel.mallery@ubs.com,,Salesforce
9619742,,John Robert Reed,,,johnrobertreed@gmail.com,,List import
9616398,,jamie harris,,,alternativerevenuestreams2019@gmail.com,,List import
11162581,Inactive Investor,William Borresen,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11013401,Inactive Investor,Brian Abbott,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",,,Salesforce
10784273,Inactive Investor,Justin Urbanowicz,Financial Advisor,Edward Jones Saint Charles MO 1352A S 5th St,justin.urbanowicz@edwardjones.com,,Salesforce
11228811,Inactive Investor,Alexander Heintze,,J.P. Morgan Securities LLC,,,Salesforce
9571091,,Tammi Wood,,,tammi.wood@53.com,,List import
10912278,Inactive Investor,William Hargrove,Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",bill.hargrove@wfafinet.com,,Salesforce
125025,,Brian Letourneau,,"Wealth Enhancement Advisory Services, Llc",bletourneau@wealthenhancement.com,7146429072,
10876215,Inactive Investor,Molly Murphy Lafleche,Wealth Management Advisor,"Bleakley Financial Group, LLC Osseo MN 7365 Kirkwood Court N",molly.murphy@bleakley.com,,Salesforce
10849813,Inactive Investor,Riley Maher,Chief Investment Officer;Owner;President,Penta Investment Counsel LLC,riley@pentainvestment.com,,Salesforce
11139537,Inactive Investor,Sarah Spees,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10799364,Inactive Investor,Donald Delmonte,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 100 Centre Blvd",,,Salesforce
248605,,Joquin Aduna,Founder & cfo,Aduna capital,kailcsr@qiminsurance.com,,Manual List Upload
11131343,Inactive Investor,Stephen Hering,,J.P. Morgan Securities LLC Montvale NJ 58 Farm Vw,,,Salesforce
150960,,Théo Caselli,,ThÃ©o Caselli,t.caselli@hotmail.com,,
11292303,,Dominic Chu,,,dominic.chu@nbcuni.com,,Web Form Fillout
9585433,,Jay Adighana,,,jayadighana@gmail.com,,List import
10985294,Inactive Investor,Yolanda Perez,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",yolanda.perez@truist.com,,Salesforce
10885531,Inactive Investor,David Cook,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,david.cook@primerica.com,,Salesforce
10806271,Inactive Investor,Charles Elliott,Financial Planner;Portfolio Manager;Vice President;Vice President - Portfolio Management,"Financial Management Strategies, Inc.",cbelliott@fmstrategies.biz,,Salesforce
11134465,Inactive Investor,Matthew Occhipinti,,"Northwestern Mutual Investment Services, LLC San Antonio TX 17802 W Interstate 10",matthew.occhipinti@nm.com,,Salesforce
9609402,,G G,,,hh@n.com,,List import
11051972,Inactive Investor,Nanette Ernst,,J.P. Morgan Securities LLC Scarsdale NY 8 East Pkwy,nanette.m.ernst@jpmorgan.com,,Salesforce
10974138,Inactive Investor,Eleena Silva,,"Osaic Wealth, Inc. Charlotte NC 4250 Congress St",,,Salesforce
336693,,Matthew Fuchs,Product Manager,"Westfield Capital Management Company, L.p.",mfuchs@wcmgmt.com,617-428-7100,Manual List Upload
9613752,,Sergio de la Cruz,,,delacruzcapital@gmail.com,,List import
10831688,Inactive Investor,Jhovana Santana-Ramirez,,"Empower Financial Services, Inc Spokane WA Private Residence",jhovana.santanaramirez@gwrs.com,,Salesforce
9608906,,Whine Del Rosario,,,delrosariowhinefred@gmail.com,,List import
11098193,Inactive Investor,Laurie Allen,,GWN Securities Inc. Redondo Beach CA 1632 Aviation Blvd,lallen-raymond@gwnsecurities.com,,Salesforce
11211167,Inactive Investor,Gregory Morse,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",gregory.morse@wellsfargoadvisors.com,,Salesforce
9636665,,John Steidle,,,jsteidle@antares.com,,List import
336460,,Joe Bruening,"Senior Partner, llc Member",Renaissance Investment Management,jgb@reninv.com,513-723-4500,Manual List Upload
10810501,Inactive Investor,Ryan Osborne,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9592454,,Aishwarya Acharya,,,acharya.a311@gmail.com,,List import
10853993,Inactive Investor,Stephen Casey,Investment Advisor Representative,"Signet Financial Management, LLC Fort Myers Beach FL 7411 Bella Lago Dr",scasey@signetfm.com,,Salesforce
11085470,Inactive Investor,Johnathon Wong,Financial Professional,LPL Financial LLC Tulalip WA Private Residence,john.wong@lpl.com,,Salesforce
10804568,Inactive Investor,Willard Schriver,Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",bill.schriver@ml.com,,Salesforce
10830726,Inactive Investor,Katherine Foreman,Senior Registered Associate,D.A. Davidson & Co. Kalispell MT 176 Timberwolf Pkwy,kforeman@dadco.com,,Salesforce
10835569,Inactive Investor,Paul Shores,Investment Associate,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",paul.shores@rbc.com,,Salesforce
9560697,,IT Guru,,,itguruca1@gmail.com,,List import
9591873,,Robbie Cheng,,,robbiecheng0@gmail.com,,List import
11211180,Inactive Investor,Martha Gonzalez,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",martha.gonzalez@wellsfargoadvisors.com,,Salesforce
10840153,Inactive Investor,Leland Werner,Financial Advisor,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",lee.werner@raymondjames.com,,Salesforce
11142440,Inactive Investor,Samuel Luk,Vice President,Neuberger Berman BD LLC,samuel.luk@nb.com,,Salesforce
11202533,Inactive Investor,Ivan Camacho,Investment Advisor,Fisher Investments,,,Salesforce
10988047,Inactive Investor,Judy McVicker,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,judy.mcvicker@primerica.com,,Salesforce
10856099,Inactive Investor,Amzie Wenning,Financial Advisor,Edward Jones Frankfort KY 306 W Main St,amzie.wenning@edwardjones.com,,Salesforce
10486939,,Vatsal Assar,,Commonwealth Financial Network,vassar@commonwealth.com,,List import
10896509,Inactive Investor,Chad Gilbreth,Financial Advisor,Edward Jones La Salle IL 425 1st St,chad.gilbreth@edwardjones.com,,Salesforce
9642231,,Janam Shah,,,jk55whitetiger@gmail.com,,List import
10870808,Inactive Investor,John Gallo,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10757695,Inactive Investor,Brian Bailey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,brian_bailey@vanguard.com,,Salesforce
10856452,Inactive Investor,Dawne Stewart,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,dawne.stewart@fmr.com,,Salesforce
11221513,,Felipe Acosta,,,felipe.acosta@tfaconnect.com,,List Import
10985775,Inactive Investor,Payam Haghani,,J.P. Morgan Securities LLC San Diego CA 13485 Pacific Highlands Ranch Pkwy,payam.haghani@chase.com,,Salesforce
10876390,Inactive Investor,Javier Quinones,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 7700 N Kendall Dr",,,Salesforce
9590798,,Glenn Springer,,,gspringer@mudrickcapital.com,,List import
10964509,Inactive Investor,Rodrigo Leon,,"Wells Fargo Clearing Services, LLC Bakersfield CA 3743 Columbus St",rodrigo.leon2@wellsfargo.com,,Salesforce
9557237,,Teresa Wellington,,,teresa.wellington@voyafa.com,,List import
10868257,Inactive Investor,John Jacobs,Advisor,LPL Financial LLC Chula Vista CA 303 H St,john.m.jacobs@lpl.com,,Salesforce
7115018,,Padraic Lee,,,247propertypreservationllc@gmail.com,,Web Form Fillout
10919698,Inactive Investor,John Boles,Financial Advisor,"Ameriprise Financial Services, LLC Georgetown TX 200 E 8th St",john.boles1@ampf.com,,Salesforce
9564995,,Michelle Wartman,,,michelle.wartman@fidelity.com,,List import
9610831,,HORACIO LUKSENBERG,,,itzikl1@hotmail.com,,List import
11101815,Inactive Investor,David Rogers,,"M Holdings Securities, Inc. Winnetka IL 1 Northfield Plz",,,Salesforce
11003671,Inactive Investor,Margaret Mayer,Retirement Plan Consultant,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11065822,Inactive Investor,Shuo Jiao,Chief Compliance Officer,Beagle Invest Mountain View CA 1049 El Monte Ave,shuo@meetbeagle.com,,Salesforce
9622882,,JP Coviello,,,coviello@bessemer.com,,List import
10973362,Inactive Investor,Christopher Tripp,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,crtripp@ft.newyorklife.com,,Salesforce
11046504,Inactive Investor,Edward Offutt,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
9602561,,Valent Erlangga,,,valentseangga@gmail.com,,List import
10937647,Inactive Investor,Mirna Polis,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 6560 Fannin St,mirna.polis@jpmorgan.com,,Salesforce
11035150,Inactive Investor,Dan Jones,Chief Compliance Officer;Investment Advisor;President;Tax Advisor,DJ Financial Roseburg OR 525 NE Stephens St,,,Salesforce
11065198,Inactive Investor,Rebecca Gustafson,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",becky.gustafson@nm.com,,Salesforce
10952448,Inactive Investor,Johnpaul Arpin,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",johnpaul.arpin@ml.com,,Salesforce
9567207,,Patrice Foster,,,patricedfoster@yahoo.com,,List import
10862239,Inactive Investor,Edward Gardner,Financial Advisor,"Cutter & Company, Inc. Troy NY 433 River St",,,Salesforce
10987921,Inactive Investor,Sabina John,,PFS Investments Inc. Orlando FL 7035 Grand National Dr,sjohn.32krm@primerica.com,,Salesforce
9556497,,Amândio Ferreira,,,f.amandio@gmail.com,,List import
10815788,Inactive Investor,Craig Johnsen,Chief Compliance Officer;Co-Founder;Co-Manager;Partner,Fortitude Advisory Group L.L.C.,,,Salesforce
11150516,Inactive Investor,Mouna Pyneni,,"Kestra Investment Services, LLC",mouna.pyneni@kestrafinancial.com,,Salesforce
11260309,Inactive Investor,Nathan Schmidt,Financial Advisor,LPL Financial LLC Lincoln NE 5960 Vandervoort Dr,,,Salesforce
10931870,Inactive Investor,Jessica Ochoa-Jandres,,PFS Investments Inc. Newark CA 39899 Balentine Dr,jessica.ochoajandres@primerica.com,,Salesforce
11121742,Inactive Investor,Justin King,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9635894,,Andy Ray,Partner,River Canyon Fund Management Llc,aray@canyonpartners.com,,List import
11149701,Inactive Investor,Kevin Brachle,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,kevin.brachle@fidelity.com,,Salesforce
173958,,FRÉDÉRIK MALBEUF,,FRÃ‰DÃ‰RIK MALBEUF,f.malbeuf.b@gmail.com,,Content
11127066,Inactive Investor,David Johnson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",david5.johnson@ml.com,,Salesforce
10757809,Inactive Investor,Shepard Stevens,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",shep.stevens@ml.com,,Salesforce
10764730,Inactive Investor,Heather Winslow,Senior Client Specialist,Robert W. Baird & Co. Incorporated Portland ME 129 Middle St,,,Salesforce
10963496,Inactive Investor,Nathan Hudson,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",nathan.hudson@aviorwealth.com,,Salesforce
11110637,Inactive Investor,Troy Young,Financial Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Lancaster SC 500 N Main St",troy.young@firstcitizens.com,,Salesforce
11118597,Inactive Investor,Steven Rowe,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 2300 E Las Olas Blvd",steven.rowe@wfafinet.com,,Salesforce
10887396,Inactive Investor,Jon Burnett,,"Raymond James Financial Services, Inc. Amarillo TX 2203 Bell St",jon.burnett@raymondjames.com,,Salesforce
11185878,Inactive Investor,Elmer Branch,,Prime Capital Financial Daytona Beach FL 1663 N Clyde Morris Blvd,,,Salesforce
112453,,Michael Ferrier,,No Company,mike.ferrier.ky@gmail.com,1 345 925 4999,
10754028,Inactive Investor,Evan Dankner,Private Wealth Advisor,"Ameriprise Financial Services, LLC Caldwell NJ 333 Bloomfield Ave",evan.r.dankner@ampf.com,,Salesforce
11087452,Inactive Investor,Ismael Rodriguez,,PFS Investments Inc. San Diego CA 438 Camino del Rio S,ismaelrodriguez@primerica.com,,Salesforce
339342,,Roger Shumaker,Member,"Next Generation Investing, Llc",roger@retiretopeka.com,785-228-0222,Manual List Upload
10777172,Inactive Investor,Justin Shimborske,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",justin.shimborske@ml.com,,Salesforce
191964,,Roger Wade,Management Committee Co-head,"Gw & Wade, Llc",rwade@gwwade.com,781-239-1188,Manual List Upload
10771706,Inactive Investor,Marc Kreisberger,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Henderson NV 2200 Paseo Verde Pkwy",marc.s.kreisberger@wellsfargo.com,,Salesforce
11024571,Inactive Investor,Brett Caples,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",brett.caples@nm.com,,Salesforce
10977048,Inactive Investor,David Tebor,Relationship Manager,Rembert Pendleton Jackson,dst@rpjadvisors.com,,Salesforce
10847403,Inactive Investor,Orville Lonneman,,"Oakwood Capital Securities, Inc Sioux Falls SD 5613 S Culbert Ave",orville@gardnerfinancialmn.com,,Salesforce
10899292,Inactive Investor,Christopher June,Chief Investment Officer;Member;Partner;Regulatory Contact;Wealth Advisor,"SFM, LLC",,,Salesforce
11064110,Inactive Investor,Peter Watts,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11039604,Inactive Investor,Dan Tran,,"Farmers Financial Solutions, LLC McKinney TX 3120 Hudson Xing",,,Salesforce
10989170,Inactive Investor,Matthew Dieker,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",mdieker@financialguide.com,,Salesforce
10991372,Inactive Investor,Christi Kaiser,,"Bankers Life Securities, Inc. Louisville KY 101 Bullitt Ln",christina.kaiser@bankerslife.com,,Salesforce
10891495,Inactive Investor,Thomas Smith,,"Wells Fargo Clearing Services, LLC Laguna Niguel CA 28211 Crown Valley Pkwy",thomas.k.smith2@wellsfargo.com,,Salesforce
9585108,,Michael Fazzari,,,michael@ardmoreroad.com,,List import
11065073,Inactive Investor,Dustin Hansen,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",dustin.hansen@usbank.com,,Salesforce
10934556,Inactive Investor,Joshua Hall,Investment Advisor;Owner,True Vine Investments,joshua@truevineinvestments.com,,Salesforce
11001823,Inactive Investor,Gabriel Armancas,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",gabriel.armancas@ampf.com,,Salesforce
11060634,Inactive Investor,Neil Crowell,,Cetera Advisor Networks LLC York PA 235 Saint Charles Way,,,Salesforce
10894850,Inactive Investor,Michael Feenan,Wealth Advisor,LPL Financial LLC Norwell MA 80 Washington St,michael.feenan@lpl.com,,Salesforce
11023364,Inactive Investor,Cynthia House,,"N.I.S. Financial Services, Inc.",,,Salesforce
10808136,Inactive Investor,Franklin Schursky,Financial Advisor,Park Avenue Securities LLC New York NY 535 5th Ave,,,Salesforce
9595296,,Nicholas Dellavedova,,,nick@401kadvisors.com,,List import
11119997,Inactive Investor,John Hannah,Financial Advisor,LPL Financial LLC Melville NY 145 Pinelawn Rd,john.hannah@lpl.com,,Salesforce
10644378,,Sonia Sabath,,,sonia.araiza@aretewealth.com,,List Import
11105651,Inactive Investor,Larry Toole,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
10815945,Inactive Investor,Robert Shipp,,PFS Investments Inc. Tampa FL 4809 E Busch Blvd,robert.shipp@primerica.com,,Salesforce
10996413,Inactive Investor,Jacob Scissors,,J.P. Morgan Securities LLC Saint Louis MO 2007 S Lindbergh Blvd,jacob.scissors@jpmorgan.com,,Salesforce
10794300,Inactive Investor,Peter Corvi,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,peter.corvi@jpmorgan.com,,Salesforce
11169516,Inactive Investor,Juliana MacTaggart,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10913468,Inactive Investor,Kevin Decker,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kevin_decker@vanguard.com,,Salesforce
10358663,,Muhammad Shahnawaz,,,shahiwahga@gmail.com,,Web Form Fillout
73778,,Luis Marin,Advisor,PMC Energy,lrmm2021@gmail.com,,
11160083,Inactive Investor,Mary Dann,,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,mary.dann@opco.com,,Salesforce
10968063,Inactive Investor,Martin Keane,,PFS Investments Inc. Reston VA 12001 Sunrise Valley Dr,,,Salesforce
11135260,Inactive Investor,Lena Zandler,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
72998,,Eugenie Kim,Chief Compliance Officer,Kora Management Lp,ekim@koracap.com,212-257-5670,
11113665,Inactive Investor,Courtney Conner,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",courtney.conner@tiaa.org,,Salesforce
229972,, -,,[[Unknown]],uberheinz76@gmail.com,,
10982827,Inactive Investor,Mariela Garcia,,J.P. Morgan Securities LLC Sherman TX 200 N Travis St,mariela.garcia@jpmorgan.com,,Salesforce
9643315,,Jill McCormick,,,jill.mccormick4@gmail.com,,List import
243628,,Lori Fernicola,Financial Planner,Castle Wealth Management,lfernicola@castlewm.com,15616869604,Manual List Upload
9632467,,Daniel Evans,,,daniel@evansandcompany.com,,List import
10943589,Inactive Investor,Samantha Graul,,Fidelity Brokerage Services LLC,,,Salesforce
10785050,Inactive Investor,Matthew Cannan,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",matthew.cannan@53.com,,Salesforce
11090569,Inactive Investor,Miryan Cotrina Chavez,,J.P. Morgan Securities LLC Miami FL 2495 NW 87th Ave,miryan.cotrinachavez@chase.com,,Salesforce
9566971,,steven worobec,,,steve@aducklife.com,,List import
11111935,Inactive Investor,Eugene Zrinyi,,Cetera Advisor Networks LLC Steubenville OH 255 N 3rd St,zrinyie@ceteranetworks.com,,Salesforce
10855442,Inactive Investor,Mollie Kaiser,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",mollie.kaiser@nm.com,,Salesforce
10771296,Inactive Investor,Tonielle Greenlee,Regional Vice President,"Voya Financial Advisors, Inc. Metairie LA 2424 Edenborn Ave",tonielle.greenlee@voya.com,,Salesforce
10616859,,Christopher Valentine,,,chris.valentine@edwardjones.com,,List Import
241679,,Sonny Matta,,[Unknown],ssmatta@gmail.com,,Direct
10597969,Inactive Investor,Catherine Toner,Senior Wealth Advisor,Catherine Toner,,,Salesforce
10873637,Inactive Investor,Zachary Bollinger,,"Madison Avenue Securities, LLC Winter Garden FL 270 W Plant St",,,Salesforce
9608806,,Randall Ramsey,,,discreet3825@gmail.com,,List import
10926865,Inactive Investor,Victor Rivera,,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,victor.rivera@primerica.com,,Salesforce
9548450,,Jon Clare,,,jon.clare@lfg.com,,List import
10993046,Inactive Investor,Stephen Tucker,Senior Assistant Vice President,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 3080 Ironclad Aly",,,Salesforce
10923026,Inactive Investor,Ying Zhang,Investment Associate,Gilder Gagnon Howe & Co. LLC,yzhang@gghc.com,,Salesforce
340276,,Kimberly Jackson,Director,Rbc Global Asset Management (uk) Limited,kimberly.jackson@rbc.com,442-076-534000,Manual List Upload
51778,,Michael Lowenstein,President,Kensico Capital Management Corp.,mlowenstein@kensicocapital.com,203-862-5800,Manual List Upload
11172653,Inactive Investor,Steven Morgan,,"Stifel, Nicolaus & Company, Incorporated Bethesda MD 7200 Wisconsin Ave",morgans@stifel.com,,Salesforce
9636978,,John Kober,,,john@milestoneadvp.com,,List import
11177799,Inactive Investor,Anthony Swart,Associate Vice President - Investments;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Sarasota FL 77 S Palm Ave",anthony.swart@benjaminfedwards.com,,Salesforce
60891,,Antoine Schetritt,"Limited Partner, Chief Investment Officer","Cello Capital Management, Lp",antoine@cellocapital.com,212-624-0300,Manual List Upload
337968,,Justin Neria,Chief Information Officer,"Barry Investment Advisors, Llc",justin@barryia.com,888-992-8601,Manual List Upload
11123384,Inactive Investor,Christine Choe,Financial Advisor,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",,,Salesforce
9634769,,Kerthana Seevaratnam,,,kerthana.seevaratnam@bellecapital-intl.com,,List import
9641170,,Wanda Wheeler,,,fordhamlamar@gmail.com,,List import
11161522,Inactive Investor,Douglas Borstel,Associate Financial Advisor,Thrivent Investment Management Inc. Torrance CA 3820 Del Amo Blvd,douglas.borstel@thrivent.com,,Salesforce
11113100,Inactive Investor,Lisaann Nouchi,,"Western International Securities, Inc. Vacaville CA 400 Boyd St",lnouchi@wisdirect.com,,Salesforce
11173134,Inactive Investor,Brian Swearingen,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Richland WA 2701 Queensgate Dr,brian.swearingen@chase.com,,Salesforce
10951020,Inactive Investor,Gabriel Meier,,PFS Investments Inc. Redlands CA 721 Nevada St,gmeier@primerica.com,,Salesforce
10618378,,Patrick Bronge,,,patrick.bronge@ml.com,,List Import
11106187,Inactive Investor,Albert Israel,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",,,Salesforce
10488930,,Mark Nicholls,"Supervisory Manager, Vice President",J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mark.p.nicholls@chase.com,,List Import
10508193,,Austin [Unknown],,FalconX,austin@falconx.io,,List Import
10918504,Inactive Investor,Gilad Shwartz,Financial Advisor,Edward Jones Larkspur CO 8520 Spruce Mountain Rd,gilad.shwartz@edwardjones.com,,Salesforce
11038352,Inactive Investor,Scott Uram,,"Farmers Financial Solutions, LLC Minneapolis MN 8634 Central Ave NE",suram@farmersagent.com,,Salesforce
10967169,Inactive Investor,Samuel Ogbonna,Financial Advisor,"Private Capital Management, LLC Dallas TX 2101 Cedar Springs Rd",samuel@pcm-inc.com,,Salesforce
9582228,,Jim Martin,,,jimmartin46@hotmail.com,,List import
10772038,Inactive Investor,Benjamin Plumlee,Financial Advisor,Edward Jones Mountain Home AR 921 Hwy 62 W,ben.plumlee@edwardjones.com,,Salesforce
11127733,Inactive Investor,Michael Macius,,LPL Financial LLC Indianapolis IN 250 E 96th St,michael.macius@lpl.com,,Salesforce
2194352,,Vit Che,,,che@vostokvr.com,,
349099,,Terri Duhon,Non Executive Director Rathbone Investment Management Ltd,Rathbones,terri.duhon@rathbones.com, -2366773,Manual List Upload
11025291,Inactive Investor,William Gordon,Financial Representative,PFS Investments Inc. Moultrie GA 1315-B S Main St,william.gordon@primerica.com,,Salesforce
10922261,Inactive Investor,Hayden Hill,Associate Wealth Advisor,BentOak Capital,hayden@bentoakcapital.com,,Salesforce
10967295,Inactive Investor,Rachel Zarter,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,rachel.zarter@thrivent.com,,Salesforce
11096964,Inactive Investor,Roseann Higgins,Chief Compliance Officer,"Oxford Wealth Group, LLC",,,Salesforce
10785181,Inactive Investor,Michael Maltby,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 94 Academy St",mike.maltby@wellsfargoadvisors.com,,Salesforce
10844474,Inactive Investor,Marlene Bradbury,Financial Advisor,Edward Jones Dickinson ND 1166 3rd Ave W,marlene.bradbury@edwardjones.com,,Salesforce
10772556,Inactive Investor,David Pince,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Concord NH 10 Park St,david.pince@ubs.com,,Salesforce
347228,,Derek McDowell,Managing Partner; Member,Boyne Capital,dmcdowell@boynecapital.com,(305) 856-9500 ext. 2240,Manual List Upload
11008000,Inactive Investor,Allen Rutledge,,"Cambridge Investment Research, Inc. Powder Springs GA Private Residence",,,Salesforce
11149385,Inactive Investor,Lynn Malmberg,,Thrivent Investment Management Inc. Denver CO 445 Union Blvd,lynn.malmberg@thrivent.com,,Salesforce
10939676,Inactive Investor,Tamara Mark,Wealth Advisor,Landmark Wealth Management Group San Jose CA 2021 The Alameda,tammiemark@landmarkwealth.net,,Salesforce
10756286,Inactive Investor,Bruce Beagley,Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",tad.e.beagley@ml.com,,Salesforce
218712,,John Johanson,,[Unknown],grayscale@melissen.com,,Direct
340944,,Preston Abraham,"Vice President, Finance, Controller","Great Point Partners, Llc",pabraham@gppfunds.com,203-971-3300,Manual List Upload
139301,,Jason Waters,,"Argi Investment Services, Llc",jason.waters@argi.net,502-753-0609,
11053221,Inactive Investor,James Posega,,Country Capital Management Company Joliet IL 3180 Theodore St,james.posega@countryfinancial.com,,Salesforce
11211942,Inactive Investor,Barbara Platz,Financial Advisor,LPL Financial LLC Portland OR Private Residence,barbara.platz@lpl.com,,Salesforce
11213299,Inactive Investor,Michael Senkier,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10931886,Inactive Investor,Ryan Myers,,"Principal Securities, Inc.",,,Salesforce
10838945,Inactive Investor,Roger Sheppard,,PFS Investments Inc. Tulsa OK 4444 E 66th St,roger.sheppard@primerica.com,,Salesforce
10744527,,Michael Clark,,,cowbyfnaz@yahoo.com,,Web Form Fillout
10881572,Inactive Investor,Joshua Hoover,Premier Banker,"Wells Fargo Clearing Services, LLC Cocoa Beach FL 1775 N Atlantic Ave",joshua.hoover2@wellsfargo.com,,Salesforce
10880198,Inactive Investor,Luke Keene,Chief Compliance Officer;Chief Investment Officer;Partner,"Leverty Financial Group, LLC",lkeene@levertyfinancial.com,,Salesforce
11135172,Inactive Investor,Paula Gerard,,"Mutual of Omaha Investor Services, Inc. Tampa FL 7650 W Courtney Campbell Cswy",paula.gerard@mutualofomaha.com,,Salesforce
11182151,Inactive Investor,Christopher Schomp,,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,christopher.schomp@ubs.com,,Salesforce
10618750,,Jarrod James,,,jarrod.james@morganstanley.com,,List Import
9572639,,Courtney Carson,,,courtney.carson@soros.com,,List import
11114879,Inactive Investor,Luis Rodriguez,,"Frost Brokerage Services, Inc.",lrodriguez@frostbank.com,,Salesforce
10893657,Inactive Investor,William Burns,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",wburns2@ml.com,,Salesforce
10997950,Inactive Investor,Barry Holt,,"Avantax Investment Services, Inc.",,,Salesforce
9552914,,Darren Mulholland,,,darren@hudson-trading.com,,List import
9634729,,James Zogby,,,jzogby@chapindavis.com,,List import
10980528,Inactive Investor,Pranay Patel,Financial Advisor,PFS Investments Inc. Copiague NY 910 Montauk Hwy,,,Salesforce
10831231,Inactive Investor,Jesse Ferro,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,jesse.ferro@ubs.com,,Salesforce
10930572,Inactive Investor,James Kucera,,The Huntington Investment Company Melrose Park IL 1415 W North Ave,james.k@huntington.com,,Salesforce
10864376,Inactive Investor,Joseph Dobrzynski,Director of Investments,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",joseph@wrrwm.com,,Salesforce
10859433,Inactive Investor,Peggy Winkelmann,,"Parkland Securities, LLC Huntsville TX 1330 Avenue Q",pwinkelmann@parklandrep.com,,Salesforce
9552273,,Teresa Garrett,,,tgarrett@cusonet.com,,List import
10939283,Inactive Investor,Linda Jayson,,J.P. Morgan Securities LLC Short Hills NJ 800 Morris Tpke,linda.jayson@jpmorgan.com,,Salesforce
10832266,Inactive Investor,Nan Wang,,"Osaic Wealth, Inc. Lafayette CA 3703 Mountain Diablo Blvd",,,Salesforce
11222095,,Patrick Melvin,,,patrick.melvin@brightonjones.com,,List Import
10814233,Inactive Investor,Robert Botel,,"Prospera Financial Services, Inc. Bala Cynwyd PA 333 E City Ave",rob.botel@prosperafinancial.com,,Salesforce
9552408,,Rae Size,,,rsizemore0420@gmail.com,,List import
11184940,Inactive Investor,Steven Roe,,Key Investment Services LLC,steven.roe@key.com,,Salesforce
11040922,Inactive Investor,Glen Darby,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,glen.darby@ubs.com,,Salesforce
11031871,Inactive Investor,Anabelle Navarro,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",anabelle.navarro@ustrust.com,,Salesforce
11001935,Inactive Investor,Ryan Alberson,,"Northwestern Mutual Investment Services, LLC Crown Point IN 2080 N Main St",ryan.alberson@nm.com,,Salesforce
112469,,naser s,,Iran,sourinaser@gmail.com,,
10789147,Inactive Investor,Vincent Moore,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",,,Salesforce
10944155,Inactive Investor,Curtis Baggett,Financial Advisor,Edward Jones Tuscaloosa AL 819 21st Ave,curtis.baggett@edwardjones.com,,Salesforce
10783165,Inactive Investor,Teresa Tanaka,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Honolulu HI 841 Bishop St",teresa.tanaka@schwab.com,,Salesforce
10787764,Inactive Investor,James McFadden,,Citigroup Global Markets Inc.,james.p.mcfadden@citi.com,,Salesforce
10897333,Inactive Investor,James Garabedian,,"OneAmerica Securities, Inc. Lincolnshire IL 100 Tri State Intl",,,Salesforce
10930202,Inactive Investor,Kayoko Nihei,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",kayoko.nihei@globalinkusa.com,,Salesforce
10942093,Inactive Investor,Thomas Scordato,,"Osaic Wealth, Inc. Virginia Beach VA 5265 Providence Rd",,,Salesforce
10903188,Inactive Investor,Brannigan Beam,Principal,"MML Investors Services, LLC Charleston SC 40 Calhoun St",,,Salesforce
11192574,Inactive Investor,Amy Galvan,Senior Client Associate,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",amy.galvan@wellsfargoadvisors.com,,Salesforce
10982287,Inactive Investor,Laine Ducote,Financial Advisor,Edward Jones Bonney Lake WA 3110 Sumner Tapps Hwy E,,,Salesforce
11180960,Inactive Investor,James Hall,,NYLIFE Securities LLC Seabrook TX Private Residence,jhall@ft.newyorklife.com,,Salesforce
9645862,,Myles Feeney,,,mfeeney25@yahoo.com,,List import
10935738,Inactive Investor,John Chiolo,,"Osaic Wealth, Inc. Lubbock TX 4920 S Loop 289",,,Salesforce
9647370,,Trevor Shelley,,,tshelley@friedmanllp.com,,List import
352019,,Henry Silva,"Shareholder, CPA","Klr Investment Advisors, Llc",hsilva@kahnlitwin.com,401-274-2001,Manual List Upload
10766631,Inactive Investor,Peter Krones,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",peter.krones@ml.com,,Salesforce
10510924,,Will Wall,,RiverFront Investment Group,wwall@riverfrontig.com,,List Import
10907649,Inactive Investor,Grayson Palmer,,"Kestra Investment Services, LLC Waco TX 710 N 64th St",grayson.palmer@kestrafinancial.com,,Salesforce
182118,,cevher demir,,[Unknown],mmt_cevher@outlook.com,,
11234943,Inactive Investor,Scott Nolen,Financial Advisor,Prosperity Capital Advisors Saint Louis MO 12444 Powerscourt Dr,,,Salesforce
11221023,,John Lynch,,,jlynch@wealthenhancement.com,,List Import
11228965,Inactive Investor,Edward Stone,,Edward Jones Henrico VA 5522 Lakeside Ave,,,Salesforce
11217998,,Theodore Reese,,,theodore.reese@jpmorgan.com,,List Import
11056261,Inactive Investor,Zachary Hieb,,Citigroup Global Markets Inc. Fresh Meadows NY 6980 188th St,,,Salesforce
11016017,Inactive Investor,Sergio Velazquez-Garcia,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,sergiovelazquezgarcia@primerica.com,,Salesforce
10830461,Inactive Investor,Genan Kirby,Financial Advisor,LPL Financial LLC Carmel IN 12725 Old Meridian St,genan.kirby@lpl.com,,Salesforce
11238186,Inactive Investor,Kerry O'Shea,,"SK Wealth Management, LLC",koshea@skwealth.com,,Salesforce
207689,,Joseph Jarrett,,"SunTrust Advisory Services, Inc.",joseph.e.jarrett@suntrust.com,404-813-5913,
10847336,Inactive Investor,Luke Halter,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,luke_halter@vanguard.com,,Salesforce
11115030,Inactive Investor,John Decorso,Regional Leader,PFS Investments Inc. Mahwah NJ 61 Ramapo Valley Rd,johndecorso@primerica.com,,Salesforce
347130,,Paul Rovner,Senior Vice President & Secretary,Drexel Morgan & Co.,provner@drexelmorgan.com,484-284-4306,Manual List Upload
10619117,,Gregory Williams,,,gwilliams@hightoweradvisors.com,,List Import
8480861,,Richard Sass,,Richard A Sass CPA CGMA,ricksass@charter.net,(608) 271-0736,List Import
11232424,Inactive Investor,Yahay Obeid,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,yobeid@primerica.com,,Salesforce
10909701,Inactive Investor,Samuel Kozma,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10809029,Inactive Investor,William Leonard,,"Vanderbilt Securities, LLC",wleonard@vanderbiltsecurities.com,,Salesforce
10886490,Inactive Investor,Jordan Woodcox,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jordan.woodcox@fidelity.com,,Salesforce
11156528,Inactive Investor,Matias Caceres,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",matias.caceres@ml.com,,Salesforce
10973822,Inactive Investor,Christina Ulsby,Wealth Management Advisor,"Boulay Financial Advisors, LLC",culsby@boulaygroup.com,,Salesforce
10940368,Inactive Investor,Michelle Morgan,,PFS Investments Inc. Huntsville AL 3315 Bob Wallace Ave SW,michelle.morgan@primerica.com,,Salesforce
11159599,Inactive Investor,Kevin Daugherty,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,kevin.daugherty@ubs.com,,Salesforce
10661904,,Caleb Frankel,,,caleb@getearlybird.io,,List Import
11221611,,Stephen Condos,,,scondos@firstrepublic.com,,List Import
10849340,Inactive Investor,Irina Biley,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,irina.biley@fidelity.com,,Salesforce
11203316,Inactive Investor,Jeffrey Bunch,Chief Compliance Officer;Managing Member,"Pacific Haven Financial, LLC",,,Salesforce
10914160,Inactive Investor,Michael Verhalen,Financial Advisor,"Osaic Wealth, Inc. Marshall TX 304 N Washington Ave",,,Salesforce
11072693,Inactive Investor,Eric Kandrashoff,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10799529,Inactive Investor,Jann Van Dreser,,"Packerland Brokerage Services, Inc. Pelican Lake WI Private Residence",jann_vandreser@packerlandbrokerage.com,,Salesforce
10841170,Inactive Investor,Jason Barefoot,,Fidelity Brokerage Services LLC,,,Salesforce
10865943,Inactive Investor,Daniel Meehan,,State Farm VP Management Corp. Utica NY 2023 Sunset Ave,dan.meehan.a2na@statefarm.com,,Salesforce
11118755,Inactive Investor,Samantha Gillespie,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",samantha.gillespie@truist.com,,Salesforce
10906005,Inactive Investor,John Wohlgemuth,,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
9625670,,Timothy Shi,,,timgshi@gmail.com,,List import
10853740,Inactive Investor,Daniel Shore,Financial Advisor,Edward Jones Hopkins MN 13911 Ridgedale Dr,daniel.shore@edwardjones.com,,Salesforce
10951271,Inactive Investor,Thomas Titus,Senior Wealth Advisor,"Vantage Financial Partners, LLC Youngstown OH 970 Windham Ct",,,Salesforce
230913,, -,,[[Unknown]],ptbyrnegregory@gmail.com,,Organic Search
10833041,Inactive Investor,Thomas Farmer,,"Northwestern Mutual Investment Services, LLC Braintree MA 45 Braintree Hill Park",thomas.farmer@nm.com,,Salesforce
10970568,Inactive Investor,Kevon Blair,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",kevon.blair@schwab.com,,Salesforce
11070581,Inactive Investor,Robert Sampson,Financial Advisor,Edward Jones Huntsville AL 700 Boulevard South SW,robert.sampson@edwardjones.com,,Salesforce
9601611,,Bitty Leuck -,,,bittybleuck@gmail.com,,List import
10635236,,Cem Atam,,,cematam@gmail.com,,Web Form Fillout
53315,,David Glaser,"Director - Development, Senior Sales Development Manager",Eagle Strategies LLC,mamurphy@ft.newyorklife.com,808-529-6300,
9547503,,Elie Bibliowicz,,,eliebibliowicz@gmail.com,,List import
11034143,Inactive Investor,Anh Nguyen,,"Principal Securities, Inc. Costa Mesa CA 575 Anton Blvd",nguyen.anh@principal.com,,Salesforce
9645785,,Joy Maldonado,,,joycetorres840@gmail.com,,List import
10949330,Inactive Investor,Bradley Phillips,Senior Wealth Advisor,"The Mather Group, LLC Austin TX 7000 N Mo Pac Expy",b.phillips@themathergroup.com,,Salesforce
10990121,Inactive Investor,Matthew Vitt,,"Wells Fargo Clearing Services, LLC Boise ID 818 E Boise Ave",,,Salesforce
10828291,Inactive Investor,Theresa Rynaski,Director,Robert W. Baird & Co. Incorporated Omaha NE 13609 California St,trynaski@rwbaird.com,,Salesforce
12457,,Beau Noeske,Senior Research Analyst,"Envestnet Asset Management, Inc.",beau.noeske@investpmc.com,1-312-827-2800,Database Upload
11188866,Inactive Investor,Theodore Horowitz,,"Kestra Investment Services, LLC Peoria AZ 8765 W Kelton Ln",,,Salesforce
11203498,Inactive Investor,Rodney Macintyre,,Stonex Securities Inc. Blooming Glen PA 810 S Perkasie Rd,rod.macintyre@saswealth.com,,Salesforce
215529,,MASAFUMI NAKAYAMA,,[Unknown],bun_good_attitude@msn.com,,source
10774516,Inactive Investor,Shannon Gilligan-Seiler,,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,shannon.gilliganseiler@ubs.com,,Salesforce
241590,,Ed Slack,,[Unknown],ed@ffhmi.com,,Direct
10814417,Inactive Investor,John Anderson,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",john_anderson2@ml.com,,Salesforce
11048450,Inactive Investor,Forrest Friedow,Partner,Vestia Personal Wealth Advisors Los Angeles CA Private Residence,ffriedow@vestia.com,,Salesforce
10837945,Inactive Investor,Richard Ritter,Chief Compliance Officer;President,"Retirement Plans, Inc.",ritter@rpi401k.com,,Salesforce
10971887,Inactive Investor,Brian Riche,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10617547,,Andrew McCormick,,,andrew.mccormick@wellsfargoadvisors.com,,List Import
347551,,Michael Wiesmann,"Customer Relationship Manager, member",Evergreen Capital Management Llc,mwiesmann@evergreencapital.net,425-467-4600,Manual List Upload
9606885,,Matthew Doebley,,,matt@keywestshade.com,,List import
230058,, -,,[[Unknown]],bravo1856@yahoo.com,,Organic Search
11087938,Inactive Investor,Gabriela De Jesus,,J.P. Morgan Securities LLC Orlando FL 450 S Orange Ave,gabriela.dejesus@jpmorgan.com,,Salesforce
10963124,Inactive Investor,Owen Stewart,Investment Advisor Representative,"Macro Wealth Advisors, Inc.",tstewart@macro-wealthadvisors.com,,Salesforce
10767135,Inactive Investor,Thomas Dupree,Founder;Investment Advisor Representative;Manager;Member;President;Regulatory Contact,"Dupree Financial Group, LLC",,,Salesforce
10797757,Inactive Investor,Paul Donlon,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,paul.l.donlon@jpmorgan.com,,Salesforce
10783557,Inactive Investor,Francis Pickett,,"MML Investors Services, LLC Burleson TX 512 Hoover Rd",fpickett@massmutual.com,,Salesforce
10881041,Inactive Investor,Stephen Collins,Chief Investment Officer;Member,Canopus Wealth Management,,,Salesforce
10645926,,Hari Nair,,,hari.k.nair@jpmorgan.com,,List Import
10915450,Inactive Investor,Carlos Shigueta,Director - Manager Research;Member;Partner,"Aureus Asset Management, LLC",cshigueta@aureus-asset.com,,Salesforce
10969090,Inactive Investor,Amanda Pate,Operations Manager;Senior Relationship Manager,"Summit Wealth Partners, LLC",apate@mysummitwealth.com,,Salesforce
10870654,Inactive Investor,Matthew Dahlman,Associate Vice President - Investments;Financial Consultant;Vice President,"Benjamin F. Edwards & Company, Inc. Destin FL 36468 Emerald Coast Pkwy",matthew.dahlman@benjaminfedwards.com,,Salesforce
11074422,Inactive Investor,Haywood Tellis,,"MML Investors Services, LLC Clearwater FL 13575 58th St N",jtellis@financialguide.com,,Salesforce
10979498,Inactive Investor,Skyler Bourne,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,skyler_bourne@vanguard.com,,Salesforce
11205609,Inactive Investor,William French,,"MML Investors Services, LLC Chattanooga TN 7213 Noah Reid Rd",,,Salesforce
10766851,Inactive Investor,Stephen Asendorf,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Falmouth MA 220 Main St,easendorf@janney.com,,Salesforce
10882512,Inactive Investor,Dana Brown,,"Wells Fargo Clearing Services, LLC Wheat Ridge CO 3490 Youngfield St",,,Salesforce
10941822,Inactive Investor,Peter Wills,Registered Client Associate,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",,,Salesforce
11104527,Inactive Investor,Rebecca Plumb,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10890684,Inactive Investor,Eric Davis,Financial Advisor,Edward Jones Cypress TX 10523 Fry Rd,,,Salesforce
11070835,Inactive Investor,Ricardo Trejo,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",ricardo.trejo@ml.com,,Salesforce
10930760,Inactive Investor,Susanne Reseland,,"Kestra Investment Services, LLC Brentwood TN 112 Westwood Pl",,,Salesforce
11016653,Inactive Investor,Joseph Cummings,,Park Avenue Securities LLC Overland Park KS 9401 Indian Creek Pkwy,joseph.cummings@glic.com,,Salesforce
10988890,Inactive Investor,John McCutchen,,Vanguard Marketing Corporation,john_mccutchen@vanguard.com,,Salesforce
11109773,Inactive Investor,Jeffrey Werner,Financial Advisor,LPL Financial LLC Springfield MO 3212 S Glenstone Ave,jeffrey.werner@lpl.com,,Salesforce
10921674,Inactive Investor,Isha Kamara,,Goldman Sachs & Co.,,,Salesforce
188156,,Henry Bowlby,,[[Unknown]],henrybowlby28@gmail.com,,Direct
372103,,Donna Doyle,,Australia,donna2088@me.com,,Salesforce
10646489,,Sterling Crowe,,,sterling.crowe@ubs.com,,List Import
11026355,Inactive Investor,Mai Nguyen,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11189303,Inactive Investor,Bruce Doner,,LPL Financial LLC West Berlin NJ 540 N Rte 73,bruce.doner@lpl.com,,Salesforce
336975,,Tim Pearey,"Partner, Managing Director",Odey Asset Management Llp,t.pearey@odey.com,020-720-81400,Manual List Upload
9612805,,Anthony Yeh,,,ant_yeh@yahoo.com,,List import
9589239,,Blue Macellari,,,bluemacellari@me.com,,List import
11083238,Inactive Investor,Seyed Hashemian,,"Centaurus Financial, Inc. Santa Ana CA 1502 E Warner Ave",,,Salesforce
11203647,Inactive Investor,Gregory Freeman,,"ValMark Securities, Inc. Woodstock GA 3380 Trickum Rd",,,Salesforce
10768438,Inactive Investor,John Creahan,Financial Advisor,Morgan Stanley Norwell MA 141 Longwater Dr,john.creahan@morganstanley.com,,Salesforce
10870083,Inactive Investor,Daniel Sullivan,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11082959,Inactive Investor,Carmen Fuller,Client Services Manager,Commonwealth Financial Network Santa Cruz CA 1535 Seabright Ave,cfuller@commonwealth.com,,Salesforce
10939685,Inactive Investor,Laura Fenton,Financial Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13358 Manchester Rd",,,Salesforce
10943522,Inactive Investor,Zachary Daniels,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",zachary.a.daniels@nm.com,,Salesforce
11155194,Inactive Investor,Michael Moreland,,PNC Investments Severna Park MD 596 Ritchie Hwy,michael.moreland@pnc.com,,Salesforce
11020593,Inactive Investor,Sean Doody,Owner,Alaska Wealth Management,,,Salesforce
54762,,Stacie Nguyen,,"Transamerica Financial Advisors, Inc",stacie.nguyen@transamerica.com,727-299-1800,
10804090,Inactive Investor,Justin Pope,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10494554,,Donna Bokaie,"Chief Operations Officer, Owner, Partner, Senior Vice President",Harman Rogowski & Associates,donna.bokaie@harmanrogowski.com,,List Import
11185382,Inactive Investor,Michael Peterson,Investment Advisor,Impact Wealth Management,michael@letsimpactwealth.com,,Salesforce
9560409,,Michael Jazo,,,mjazo@zacks.com,,List import
165833,,Marko Jurina,,[Unknown],zord4nbtc@gmail.com,,Paid Social
11089157,Inactive Investor,Gianna Drake-Kerrison,First Vice President - Wealth Management,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,gianna.drakekerrison@ubs.com,,Salesforce
116670,,Phillip Kennemer,Senior Wealth Advisor,"National Asset Management, Inc.",pkennemer@nationalsecurities.com,561-981-1000,
10974270,Inactive Investor,Sarah Reames,,"Cambridge Investment Research, Inc. Matthews NC 2548 Plantation Center Dr",,,Salesforce
10964869,Inactive Investor,Nicholas Bragg,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",nicholas.bragg@schwab.com,,Salesforce
232262,, -,,[Unknown],ben.gainey@jamestownlp.com,,
10846891,Inactive Investor,Paul Fonseca,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,paul.fonseca@primerica.com,,Salesforce
9562305,,fabio pezzotti,,,fabio@iconium.it,,List import
10934122,Inactive Investor,Jay Hoyle,Chief Compliance Officer;Owner,Franklin Street Capital LLC,,,Salesforce
214921,,Aaron Brill,,[Unknown],12brilliance@gmail.com,,Event
343069,,Jason Price,Partner And Chief Financial Officer,"The Baupost Group, L.l.c.",jason.price@baupost.com,617-210-8300,Manual List Upload
9608732,,selina zhou,,,selinazhou177@gmail.com,,List import
9611266,,Bruce Johnson,,,wadejohnster.johnson@gmail.com,,List import
10793281,Inactive Investor,Jeff Cafiero,Financial Advisor,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",jeff.cafiero@wellsfargoadvisors.com,,Salesforce
10761193,Inactive Investor,Michael Tusing,,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,michael.tusing@morganstanleypwm.com,,Salesforce
11130360,Inactive Investor,Tyler Neese,,"Financial Security Management, Incorporated Newport News VA 11801 Canon Blvd",tyler@gofsg.com,,Salesforce
9624390,,Zisis Poulos,,,zpoulos@gmail.com,,List import
11105238,Inactive Investor,Lisa Griffin,,Morgan Stanley Rochester NY 300 Linden Oaks,,,Salesforce
10767308,Inactive Investor,Steven Violette,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",steven.violette@wellsfargoadvisors.com,,Salesforce
11051255,Inactive Investor,Joseph Madrak,,Vanguard Marketing Corporation,joseph_madrak@vanguard.com,,Salesforce
11046883,Inactive Investor,Jonathan Kipp,Assistant Vice President;Wealth Management Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,jonathan.kipp@morganstanleypwm.com,,Salesforce
11172317,Inactive Investor,James Larkin,Financial Advisor,"Ameriprise Financial Services, LLC Frisco TX 7460 Warren Pkwy",james.k.larkin@ampf.com,,Salesforce
182329,,Nima Malekpour,,[Unknown],nima.mp96@gmail.com,,
10981885,Inactive Investor,Phillipe Savoia,Head - Portfolio Management;Regulatory Contact,Galapagos Advisory LLC,phillipe.savoia@galapagos-advisory.com,,Salesforce
10841223,Inactive Investor,Michael Dias,Financial Advisor,McAdam LLC Hingham MA 72 Sharp St,mike.dias@mcadamfa.com,,Salesforce
11213211,Inactive Investor,John Ariola,,"Avantax Investment Services, Inc.",,,Salesforce
9598698,,Spencer Cho,,,cho.spencer.wcula@gmail.com,,List import
234911,, -,,[[Unknown]],charhnav@gmail.com,,
11091106,Inactive Investor,Michelle Turner,,"Wells Fargo Clearing Services, LLC",michelle.turner@wellsfargoadvisors.com,,Salesforce
10762026,Inactive Investor,Jeffrey Hayes,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",jeffrey.hayes@wellsfargoadvisors.com,,Salesforce
10856088,Inactive Investor,David Wibbenmeyer,Investment Advisor Representative,"Osaic Wealth, Inc. Saint Louis MO 11440 Olive Blvd",,,Salesforce
10779506,Inactive Investor,Carrie Schlichter,Associate;Investment Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,carrie.schlichter@jpmorgan.com,,Salesforce
10793873,Inactive Investor,Peter Trulli,,LPL Financial LLC New Rochelle NY 56 Harrison St,peter.trulli@lpl.com,,Salesforce
10613949,,James Corcoran,"Financial Advisor, Senior Vice President",,james.corcoran@wellsfargoadvisors.com,,List Import
11184769,Inactive Investor,Marco Hernandez Nunez,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 1710 S Andrews Ave",marco.hernandez2@wellsfargo.com,,Salesforce
11112722,Inactive Investor,Daryl Dial,,"B.B. Graham & Company, Inc. Sugar Land TX 2245 Texas Dr",,,Salesforce
11198306,Inactive Investor,Michael Ventouras,,J.P. Morgan Securities LLC Neptune Beach FL 650 Atlantic Blvd,michael.a.ventouras@chase.com,,Salesforce
10657412,,Nadia Tudorache,,,nadia.tudorache@jpmorgan.com,,List Import
374554,,steve moses,,additive,steve@mosesteam.net,6462289400,Google Natural Search
216740,,Frank Stock,,LPL Financial,frank.stock@lpl.com,,Event
10929381,Inactive Investor,Jay Schmidt,Assistant Director,"Northwestern Mutual Investment Services, LLC",jayschmidt@northwesternmutual.com,,Salesforce
11044820,Inactive Investor,Jeffry Berman,,LPL Financial LLC Wake Forest NC Private Residence,jeffry.berman@lpl.com,,Salesforce
9596749,,mario weber,,,webermario@gmail.com,,List import
10859793,Inactive Investor,Craig Ferraro,Private Client Advisor,J.P. Morgan Securities LLC Bohemia NY 4170 Veterans Memorial Hwy,craig.j.ferraro@jpmorgan.com,,Salesforce
220241,,Isabella Jung,,[Unknown],magdala@gmx.de,,Direct
11014499,Inactive Investor,Alexandra Hall,,J.P. Morgan Securities LLC Clackamas OR 16115 SE 82nd Dr,alexandra.hall@jpmorgan.com,,Salesforce
11137577,Inactive Investor,Joseph Gibbs,Lead Portfolio Manager;Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",joseph.gibbs@raymondjames.com,,Salesforce
10685346,,Muhammad Mohiuddin,,,asifmohiuddin@me.com,,Web Form Fillout
10852160,Inactive Investor,Akiko McDowell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",akiko_o_maeda@ml.com,,Salesforce
10880576,Inactive Investor,Caleb Smoes,,Cetera Advisor Networks LLC Champaign IL 2911 Crossing Ct,,,Salesforce
9601736,,Joseph Roessler,,,joseph.roessler@trilogyfs.com,,List import
10995761,Inactive Investor,Thomasina O'Conner,,J.P. Morgan Securities LLC Bloomington IN 100 S College Ave,thomasina.o-conner@jpmorgan.com,,Salesforce
10648069,,Brandon Lorenz,,,blorenz@cedrusfinancial.com,,List Import
11117659,Inactive Investor,Richard Kubiak,Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo NY 2498 Union Rd",richard.k.kubiak@ampf.com,,Salesforce
10888627,Inactive Investor,Kevin Wray,Financial Advisor,Insight Folios Pinconning MI 105 W 3rd St,kevin@insightfolios.com,,Salesforce
11133923,Inactive Investor,Benjamin Sullivan,Chief Investment Officer;Client Service Manager,"Palisades Hudson Asset Management, L.P. Austin TX 9442 N Capital of Texas Hwy",ben@palisadeshudson.com,,Salesforce
10991316,Inactive Investor,Angelo Zumpano,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",,,Salesforce
237231,, -,,[[Unknown]],keymarketingteam@yahoo.com,,
11073795,Inactive Investor,Andrew Lerner,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,a.lerner@opco.com,,Salesforce
10823005,Inactive Investor,Sharmistha Chakraborty,Chief Compliance Officer;Chief Operations Officer;Vice President,"Charles Fish Investments, Inc. Irvine CA 2010 Main St",,,Salesforce
10965142,Inactive Investor,Garrett Fender,,LPL Financial LLC Fort Worth TX 1200 Summit Ave,garrett.fender@lpl.com,,Salesforce
11075095,Inactive Investor,Neil Bitzer,,LPL Financial LLC Clarkston MI 8031 Ortonville Rd,neil.bitzer@lpl.com,,Salesforce
9643082,,Adi Kusuma,,,clperiwinkle@yahoo.com,,List import
10906829,Inactive Investor,J Peay,Member;Owner,Savant Wealth Management Clinton SC 301 N Broad St,,,Salesforce
10963080,Inactive Investor,Andrew Truax,Client Account Specialist,"JNBA Financial Advisors, LLC",andrew.truax@jnba.com,,Salesforce
10947002,Inactive Investor,Michelle Anctil,,NYLIFE Securities LLC Charlton MA 43A Sturbridge Rd,manctil@ft.newyorklife.com,,Salesforce
353289,,Sasha Shtern,,Sasha Shtern,shtern.sasha@gmail.com,,
9639726,,Brian Briskin,,,brian.briskin@alliancebernstein.com,,List import
10808123,Inactive Investor,Kevin Turnbaugh,,"Ameritas Investment Company, LLC San Rafael CA 10 G St",kturnbaugh@ameritas.com,,Salesforce
11050252,Inactive Investor,Ilda O'Brien,Senior Portfolio Manager,"Delta Wealth Management, LLC",ilda@deltawm.com,,Salesforce
11262734,,abbas ali harasani,,,ali.harasani1360@gmail.com,,Web Form Fillout
10833887,Inactive Investor,Colleen Mitchell,Financial Advisor,Edward Jones Melbourne FL 7331 Office Park Pl,colleen.quick@edwardjones.com,,Salesforce
10782472,Inactive Investor,James Capra,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,jim.capra@fmr.com,,Salesforce
11168283,Inactive Investor,Jeffrey Paull,,PFS Investments Inc. Georgetown TX 1008 S Main St,jeffrey.paull@primerica.com,,Salesforce
10986820,Inactive Investor,Sandra Coyne,,"Raymond James Financial Services, Inc. San Angelo TX 222 S Koenigheim St",sandra.coyne@raymondjames.com,,Salesforce
9595111,,John Sperger,,,jsperger@financialengines.com,,List import
9599676,,John Frick,,,john@chisholmadvisors.com,,List import
10928471,Inactive Investor,Enrique Santamaria-Almada,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11148563,Inactive Investor,Stanley Williams,Financial Professional;Vice President,"Equitable Advisors, LLC Florissant MO Private Residence",stanley.williams@equitable.com,,Salesforce
11130277,Inactive Investor,Ronald Payne,,"Next Financial Group, Inc. Greer SC 24 Pkwy Commons Way",,,Salesforce
10873921,Inactive Investor,Thomas Koller,,"Allstate Financial Services, LLC Downers Grove IL 6400 Woodward Ave",thomaskoller@allstate.com,,Salesforce
10944659,Inactive Investor,Victor Maldonado,,Commonwealth Financial Network Bowie MD 4321 Northview Dr,vmaldonado@commonwealth.com,,Salesforce
11019173,Inactive Investor,Tracey Castro,,J.P. Morgan Securities LLC Dyer IN 799 Joliet St,tracey.castro@jpmorgan.com,,Salesforce
10931301,Inactive Investor,Peter Henry,Chief Executive Officer;Partner,Evolve Wealth Advisors LP,peterh@evolvewealthadvisors.com,,Salesforce
9638297,,Parvin Manuchehri,,,parvin@claritywa.com,,List import
11159337,Inactive Investor,Alexander Taylor,,J.P. Morgan Securities LLC Cheshire CT 202 Highland Ave,alexander.taylor@jpmorgan.com,,Salesforce
10952873,Inactive Investor,Tyler Faulkner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9563768,,Christopher King,,,cking@massmutual.com,,List import
10817397,Inactive Investor,Thomas Reilly,,PFS Investments Inc. Los Angeles CA 2034 Cotner Ave,thomas.reilly@primerica.com,,Salesforce
1692669,,Joramir da Silva Jr.,,[Unknown],joramirjr@outlook.com,,
9588839,,Keon Sherwood,,,breezy_017@hotmail.com,,List import
198776,,Isaac Hersly,,SGA Holdings,hersly@gmail.com,,
9629339,,David Siegel,,,david.siegel@lpl.com,,List import
10608024,,Richard Eberle,,,rpessm@msn.com,,Web Form Fillout
11070253,Inactive Investor,Carlos Ponce,Regulatory Contact,BPBI LLC,,,Salesforce
11207779,Inactive Investor,Franklin Fortney,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,grant.fortney@ubs.com,,Salesforce
11133656,Inactive Investor,Baktash Rashidi,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Los Angeles CA 11836 San Vicente Blvd",baktash.rashidi@wellsfargoadvisors.com,,Salesforce
10780979,Inactive Investor,Emily Fletcher,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",emily_fletcher@ml.com,,Salesforce
10822157,Inactive Investor,Lisa Mifsud,Registered Client Service Associate,"Raymond James & Associates, Inc. Bethesda MD 7501 Wisconsin Ave",lisa.mifsud@raymondjames.com,,Salesforce
10753502,Inactive Investor,Nathan Smith,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,nathan.smith@ubs.com,,Salesforce
10994649,Inactive Investor,Rachel Clawson,Associate Advisor,Avier Wealth Advisors,rachel.clawson@avieradvisors.com,,Salesforce
11073479,Inactive Investor,Tyson Hunter,,Cetera Investment Services LLC Bozeman MT 222 E Main St,tyson.hunter@ceterais.com,,Salesforce
10972917,Inactive Investor,Jose Perez,,"Kestra Investment Services, LLC Torrance CA 24576 Hawthorne Blvd",,,Salesforce
10988580,Inactive Investor,Clayton Tyree,,"Harbour Investments, Inc. Elm Grove WI 500 Elm Grove Rd",,,Salesforce
343687,,Robin Rickey,Office Manager,"Northern Capital Retirement Services, Inc.",robin@ncm-inc.com,509-456-2526,Manual List Upload
10921311,Inactive Investor,Rochelle Purdy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",rochelle.purdy@schwab.com,,Salesforce
10852049,Inactive Investor,Robert Dopke,,HighPoint Planning Partners Troy MI 201 W Big Beaver Rd,,,Salesforce
240723,,Alberto Siblesz,Managing partner,Scala Capital,alberto@scala-capital.com,,Event
10604493,,Carla Adkins,Dir of Client Services,"Woodbury Financial Services, Inc.",carlaadkins@financialpg.com,800-800-2638,List Import
10991629,Inactive Investor,Matthew Presley,Financial Advisor,"Valeo Financial Advisors, LLC",mapresley@valeofinancial.com,,Salesforce
11027584,Inactive Investor,Dorrette Brown,,Park Avenue Securities LLC New York NY 535 5th Ave,,,Salesforce
10968597,Inactive Investor,Jonathan Meyer,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",jonathan.meyer@nm.com,,Salesforce
11254767,Inactive Investor,Nicolas Miselem,Financial Advisor;Financial Planning Analyst,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",,,Salesforce
10841970,Inactive Investor,Ben Pape,,"Wells Fargo Advisors Financial Network, LLC Boise ID 202 N 9th St",ben.pape@wfafinet.com,,Salesforce
10885047,Inactive Investor,Justin Branch,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO Private Residence",justin.branch@tiaa.org,,Salesforce
239279,,Summer Xia,,[Unknown],xmx813@gmail.com,,Direct
11144044,Inactive Investor,Joseph Wilkeson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington CT 9 Melrose Dr",joseph.wilkeson@ml.com,,Salesforce
11013950,Inactive Investor,Angelina Constant,,J.P. Morgan Securities LLC Grand Rapids MI 6335 28th St SE,angelina.constant@jpmorgan.com,,Salesforce
11111912,Inactive Investor,Scott Wallace,,Cetera Advisor Networks LLC Boerne TX 429 Horizon Crst,wallaces@ceteranetworks.com,,Salesforce
11004694,Inactive Investor,Jacob Bevilacqua,,Commonwealth Financial Network Lynnfield MA 50 Salem St,,,Salesforce
9573012,,T Bird,,,krusten_geluebde.0i@icloud.com,,List import
10841002,Inactive Investor,John Hoffman,Investment Advisor Representative,"Osaic Wealth, Inc. Lutherville Timonium MD 1965 Greenspring Dr",,,Salesforce
10808370,Inactive Investor,Garrett Ganey,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",garrett.ganey@wellsfargo.com,,Salesforce
11151377,Inactive Investor,Bruce Abrams,,Cetera Financial Specialists LLC Deerfield IL 580 Standish Dr,,,Salesforce
352734,,John Finn,Trader,"Polen Capital Management, Llc",jfinn@polencapital.com,156-124-12425,Manual List Upload
11140013,Inactive Investor,Tony De Vocht,,PFS Investments Inc. Colton CA 1012 E Cooley Dr,tde-vocht@primerica.com,,Salesforce
10489565,,Benjamin Phillips,,Fisher Investments,benphillips708@gmail.com,,List Import
11076770,Inactive Investor,Mark Barker,President,"Legion Capital Management, LLC",mark@legioncapitalmanagement.com,,Salesforce
10995283,Inactive Investor,Basil Rabadi,,"Wells Fargo Clearing Services, LLC Chandler AZ 925 E Ocotillo Rd",,,Salesforce
11197480,Inactive Investor,Anthony Girellini,,"Principled Advisors, Inc. Staten Island NY 1110 South Ave",girellini@principled.com,,Salesforce
10805520,Inactive Investor,Nicholas Powell,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",nicholas.powell@valic.com,,Salesforce
10817426,Inactive Investor,Henry Cleare,,"IFG Advisory, LLC Fort Lauderdale FL 500 Sawgrass Corporate Pkwy",,,Salesforce
11209859,Inactive Investor,Andrew Sawyer,Investment Advisor Representative,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,andrew.sawyer@lpl.com,,Salesforce
10978113,Inactive Investor,Bailey Owens,,"CFD Investments, Inc.",bailey.owens@cfdinvestments.com,,Salesforce
191178,,Claudia Diez,,[Unknown],claudianyc2015@gmail.com,,source
232367,, -,,[[Unknown]],kennethukwunna@yahoo.com,,
10932316,Inactive Investor,Jonathan Caplan,Consultant,Commonwealth Financial Network Quincy MA 304 Victory Rd,jcaplan@commonwealth.com,,Salesforce
10930423,Inactive Investor,Harry Dao,,"Farmers Financial Solutions, LLC Houston TX 8300 W Sam Houston Pkwy S",hdao@farmersagent.com,,Salesforce
11060391,Inactive Investor,Michael Cianciosa,,LPL Financial LLC Grand Island NY 2300 Grand Island Blvd,,,Salesforce
11212373,Inactive Investor,Jennifer Johnson,Supervisory Branch Operations Manager,D.A. Davidson & Co. Coeur D Alene ID 608 Northwest Blvd,jquintal@dadco.com,,Salesforce
10593736,Active Investor,Alco Pieren,,Alco Pieren,alcopieren@hotmail.com, +31641812503,Salesforce
9557756,,Khalifa Alshamsi,,,khalifabroker@gmail.com,,List import
11076781,Inactive Investor,Ronald Thacker,President,"Americana Partners, LLC Austin TX 6836 FM 2244 Rd",rthacker@americanapartners.com,,Salesforce
9573452,,Michael Mueller,,,mmueller@thirdpoint.com,,List import
9629996,,Scott Nelson,,,swn.isu@gmail.com,,List import
10828158,Inactive Investor,Dominick Calderazzo,Financial Consultant,"Calton & Associates, Inc. Tampa FL 14614 Village Glen Cir",dcalderazzo@calton.com,,Salesforce
11271435,Inactive Investor,Jedidiah Lemen,Associate Equity Analyst,Sandhill Investment Management,jlemen@sandhill-im.com,(716) 852-0279 x319,Salesforce
11082992,Inactive Investor,Brent Ogden,Financial Advisor,Commonwealth Financial Network Waukesha WI N14W23900 Stone Ridge Dr,bogden@commonwealth.com,,Salesforce
9604592,,Emmanuel Godwin,,,emmanuelgodwin081@gmail.com,,List import
11165429,Inactive Investor,Vincent Petrosini,Financial Advisor,LPL Financial LLC Melville NY 535 Broadhollow Rd,vincent.petrosini@lpl.com,,Salesforce
10763364,Inactive Investor,Linda Smith,Senior Registered Associate,D.A. Davidson & Co. Carlsbad CA 1925 Palomar Oaks Way,llsmith@dadco.com,,Salesforce
11178736,Inactive Investor,Stephen Carbajal,,"Farmers Financial Solutions, LLC Prescott Valley AZ 8197 E Florentine Rd",,,Salesforce
11085651,Inactive Investor,Mark Grantham,Financial Advisor,Edward Jones High Point NC 10564 N Main St,mark.grantham@edwardjones.com,,Salesforce
11167467,Inactive Investor,Michael Simone,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,michael.simone@ubs.com,,Salesforce
10979907,Inactive Investor,Brian Ginty,Financial Advisor,"Ronald Gelok & Associates, LLC",brian@ronaldgelok.com,,Salesforce
10619942,,Todd Mitchell,,,temitchell@covenanttrust.com,,List Import
11020247,Inactive Investor,Laura Minton,,Edward Jones Manhattan Beach CA 1230 Rosecrans Ave,laura.minton@edwardjones.com,,Salesforce
11024025,Inactive Investor,Stacia Lykins,,"UMB Financial Services, Inc. Leawood KS 4200 W 115th St",stacie.lykins@umb.com,,Salesforce
10954160,Inactive Investor,Tristan Lamb,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,tristan_lamb@vanguard.com,,Salesforce
9587413,,Brendan Reid,,,ben.reid@associatedbank.com,,List import
10996596,Inactive Investor,Jonathan Mann,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",jonathan.mann@equitable.com,,Salesforce
200714,,MASUO NAKAJIMA,,[Unknown],masuo.nakajima@gmail.com,,Paid Social
11091535,Inactive Investor,Russell Bailenson,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",russell.bailenson@stifel.com,,Salesforce
221612,,Nima Saderion,,[Unknown],saderion@live.com,,
9544904,,Jay Prokupek,,,jaydprokupek@gmail.com,,List import
10840517,Inactive Investor,Hersh Chudasama,Private Client Advisor,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,hersh.chudasama@jpmorgan.com,,Salesforce
10851718,Inactive Investor,Daniel Howard,Financial Advisor,Edward Jones Lyman SC 362 Spartanburg Hwy,danny.howard@edwardjones.com,,Salesforce
10883205,Inactive Investor,Justin Friesen,,Jefferies LLC,jfriesen@jefferies.com,,Salesforce
11057259,Inactive Investor,Erron Ford,,"Empower Financial Services, Inc Sudbury MA Private Residence",erron.ford@empower.com,,Salesforce
9618307,,Pieter Taselaar,,,ptaselaar@lucernecap.com,,List import
11112961,Inactive Investor,Timothy Van Rhein,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",timothy.vanrhein@ml.com,,Salesforce
10794761,Inactive Investor,Robert Mcdaniel,Chief Compliance Officer;Chief Operating Officer;President,Lighthouse Financial Services Inc Brea CA 3000 E Birch St,robert@lighthouselink.com,,Salesforce
11127468,Inactive Investor,Daniel Kress,Advisor,"Osaic Wealth, Inc. Erie PA 2205 W Grandview Blvd",,,Salesforce
11181767,Inactive Investor,Jason Bothwell,,Morgan Stanley Menlo Park CA 4500 Bohannon Dr,,,Salesforce
11170070,Inactive Investor,Perla Martin,,J.P. Morgan Securities LLC Ventura CA 3498 Telegraph Rd,perla.martin@chase.com,,Salesforce
9615572,,Sara Nichols,,,firstladynnic@outlook.com,,List import
10881601,Inactive Investor,Ryan Benson,Board of Directors;Director;Manager - Wealth Management;Partner,"Aspiriant, LLC Irvine CA 7700 Irvine Center Dr",rbenson@aspiriant.com,,Salesforce
9639692,,Iain Catterall,,,icatts@kirkhamcapital.com,,List import
9614601,,David Gonzales,,,davidgonzales@gmail.com,,List import
9644093,,Brian Fagan,,,fagan2888@gmail.com,,List import
11164565,Inactive Investor,Andrea Lucciola-Zorzi,,"Allstate Financial Services, LLC Freehold NJ 101 Barkalow Ave",andreazorzi@allstate.com,,Salesforce
10910223,Inactive Investor,Anna Beasley,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",ambeasley@firstcommand.com,,Salesforce
11104728,Inactive Investor,Beth Anderson,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",beth.anderson@prudential.com,,Salesforce
9550790,,ben timer,,,chloehatesherself@icloud.com,,List import
9634723,,Kushal Shah,,,k.shah@moneymatters.net,,List import
10909676,Inactive Investor,Robert Neff,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,robert.neff@fidelity.com,,Salesforce
10951846,Inactive Investor,Alexander Eckert,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",alex.eckert@schwab.com,,Salesforce
11108193,Inactive Investor,Andrew Smith,,"Ameriprise Financial Services, LLC Eugene OR 2260 Oakmont Way",andrew.j.smith@ampf.com,,Salesforce
10983602,Inactive Investor,Jaime Guevara,Investment Advisor,Aspire Private Capital,jaime@aspireadvisors.com,,Salesforce
10998896,Inactive Investor,Kenny Kim,,"Woodmen Financial Services, Inc.",kkim@woodmen.org,,Salesforce
11088683,Inactive Investor,Loren Moody,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11189130,Inactive Investor,Jorge Mejia,Client Associate;Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,jorge.j.mejia@jpmorgan.com,,Salesforce
333018,,Matt Ryan,,"Creative Capital Management Investments, LLC",mryan@myccmi.com,,
199379,,Matthew Berman,,United States,mberman91@me.com,,
42926,,Ryan Perraut,,Snowden Capital Advisors LLC,rperraut@snowdenlane.com,301-383-8083,
10786094,Inactive Investor,Martin Cunningham,,"Citizens Securities, Inc. Boston MA 1 Financial Ctr",martin.cunningham@citizenssecurities.com,,Salesforce
11039636,Inactive Investor,Luis Suarez,,"Alterna Securities, Inc.",,,Salesforce
11015968,Inactive Investor,Rachanee Jackson,,PFS Investments Inc. Conshohocken PA 1100 E Hector St,rjackson.6nvks@primerica.com,,Salesforce
10958925,Inactive Investor,Janet Wulf,,Ally Invest Securities LLC,,,Salesforce
11216944,,Christopher Kramer,,,christopher.kramer@nb.com,,Other
11207640,Inactive Investor,Amber Powell,Audit Manager;Chief Compliance Officer,"Financial Serenity, LLC",,,Salesforce
11182042,Inactive Investor,Derek Busby,Financial Advisor,LPL Financial LLC Meridian ID 413 SW 5th Ave,derek.busby@lpl.com,,Salesforce
11091257,Inactive Investor,Michael Montero,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11194068,Inactive Investor,Roger Mason,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,roger.r.mason@jpmorgan.com,,Salesforce
10956009,Inactive Investor,Tory Sandoval,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11124981,Inactive Investor,Jason Snyder,Director,"Wells Fargo Clearing Services, LLC Denver CO 3155 E 1st Ave",,,Salesforce
10816767,Inactive Investor,John Kronenwetter,,PFS Investments Inc. Hollywood FL 3349 N University Dr,john.kronenwetter@primerica.com,,Salesforce
5156499,,Gerardo Gomez-Rodriguez,,,ggomezrr1969@gmail.com,,Web form fillout
9563215,,srivats1@gmail.com (Vats),,,srivats1@gmail.com,,List import
9573266,,Jean-Louise Lelogeais,,,jlelogeais@svpglobal.com,,List import
11001973,Inactive Investor,Timothy Mclean,,"Allstate Financial Services, LLC Los Angeles CA 7288 W Sunset Blvd",t.mclean@allstate.com,,Salesforce
10782120,Inactive Investor,Stephanie Izzo,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,stephanie.l.izzo@morganstanley.com,,Salesforce
11137240,Inactive Investor,David Palladino,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",palladinod@stifel.com,,Salesforce
9621848,,Michaela Rauscher,,,mrauscher@wisdirect.com,,List import
9559768,,Zeke Hall,,,zekehall@voyafa.com,,List import
11219222,,Joslyn Boyd,,,joslyn.boyd@lpl.com,,Other
10872031,Inactive Investor,Joshua Klemenich,,Citigroup Global Markets Inc.,,,Salesforce
10510200,,"Davide Frani, CFA",Director,Lloyd Capital LLC,davide.frani@lloydcapital.ch,,List Import
9606273,,Owen S,,,kobo531@gmail.com,,List import
10617383,,Marieta Borzym,,,rita.borzym@edwardjones.com,,List Import
11177743,Inactive Investor,Terrance Lumpkins,Financial Representative,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",terrance.lumpkins@nm.com,,Salesforce
10920206,Inactive Investor,David Barnett,Owner,Barnett Financial Planning,david@barnettfinancialplanning.com,,Salesforce
10763022,Inactive Investor,James Dziadziola,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,james.dziadziola@opco.com,,Salesforce
10930861,Inactive Investor,Gregory Stephens,Investment Advisor,"Eudaimonia Partners, LLC Snellville GA 1350 Scenic Hwy N",,,Salesforce
10822942,Inactive Investor,Jeffrey Ackler,Wealth Management Advisor,Merit Financial Advisors Mount Dora FL 1303 Limit Ave,jeff.ackler@meritfa.com,,Salesforce
9553025,,Sk Singhal,,,skum73@gmail.com,,List import
98416,,Robert DeFulviis,,Tyson Financial,robbiedefulviis@icloud.com,4168174778,
9625419,,Peter Kosiek,,,pkosiek@discap.com,,List import
10986035,Inactive Investor,William Switalla,,PFS Investments Inc. Columbus GA 233 12th St,williamswitalla@primerica.com,,Salesforce
10956982,Inactive Investor,Charles Larsen,Associate Private Client Advisor;Branch Manager,Key Investment Services LLC,,,Salesforce
343476,,Alex Baumert,,Mcmill Cpa And Advisors,alexb@wealthfirm.info,402-371-1160,Manual List Upload
11201530,Inactive Investor,Earl Reeser,Chief Investment Officer;President,Reeser Advisory Services Inc.,,,Salesforce
9585782,,Walter Costenbader,,,wcostenbader@signalpointinvest.com,,List import
9576394,,Cynthia Burnette,,,cynthia.burnette@valic.com,,List import
11202972,Inactive Investor,Samuel Timmerman,,"Wells Fargo Clearing Services, LLC Green Bay WI 959 Kepler Dr",samuel.timmerman@wellsfargoadvisors.com,,Salesforce
6984235,,bmil thy,,,lepeva6593@wifame.com,,Web Form Fillout
10924565,Inactive Investor,John Zdancewicz,,"FNBB Capital Markets, LLC",,,Salesforce
10827324,Inactive Investor,Jonathan Wolfe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",jonathan_e_wolfe@ml.com,,Salesforce
11119836,Inactive Investor,Joseph Pishotti,,"Equitable Advisors, LLC Syracuse NY 620 Erie Blvd W",joseph.pishotti@equitable.com,,Salesforce
10894770,Inactive Investor,Brandon Rawls,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9614043,,JOOWON SEO,,,seojoowon@gmail.com,,List import
10979403,Inactive Investor,Christine Hartke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11036318,Inactive Investor,Christopher Weir,,NYLIFE Securities LLC,cweir@eaglestrategies.com,,Salesforce
351837,,Greg Lim,Associate,Stone Point Capital Llc,glim@stonepoint.com,203-862-2900,Manual List Upload
10834406,Inactive Investor,Amber Knapp,,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",amber.knapp@wfa.com,,Salesforce
9630403,,Lyle Dennis,,,lyle.dennis@gmail.com,,List import
9603642,,G prakash,,,prakashbmat@gmail.com,,List import
9564550,,Scott Levin,,,levin_scott@nlvmail.com,,List import
11012817,Inactive Investor,Kimberly Long,,NYLIFE Securities LLC Eugene OR 120 Oakway Ctr,kslong@ft.newyorklife.com,,Salesforce
10979786,Inactive Investor,Sean Jelinek,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
11108960,Inactive Investor,Kendall Navin,Wealth Advisor,"Kovitz Investment Group Partners, LLC",knavin@kovitz.com,,Salesforce
9627040,,Fernando Moreira,,,fernandomoreira818@yahoo.com,,List import
9643974,,Morgan Stuart,,,rms2130@gmail.com,,List import
7445592,,Mohammed Nazim,,,nazim32291025@gmail.com,,Web form fillout
10896726,Inactive Investor,Branden Rubasky,,Cetera Advisor Networks LLC Torrance CA 25500 Hawthorne Blvd,rubaskyb@ceteranetworks.com,,Salesforce
10972237,Inactive Investor,Felix Boughton,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,fboughton@ft.newyorklife.com,,Salesforce
10763469,Inactive Investor,Stewart Mc Lauchlan,Private Wealth Advisor,"Ameriprise Financial Services, LLC Richardson TX 3600 Shire Blvd",stewart.x.mclauchlan@ampf.com,,Salesforce
10973524,Inactive Investor,Danny Lopez,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Happy Valley OR 11333 SE 82nd Ave",,,Salesforce
10906258,Inactive Investor,Christian Valoria,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",christian.valoria@schwab.com,,Salesforce
10966538,Inactive Investor,Richard Dougherty,,"Naviter Wealth, LLC Rochester NY 1441 Monroe Ave",rick@naviterwealth.com,,Salesforce
10754681,Inactive Investor,Nelson Gaertner,Managing Director;Regional Director,Morgan Stanley,nelson.gaertner@morganstanley.com,,Salesforce
11066191,Inactive Investor,Susan Hall,,"ValMark Securities, Inc. Reading PA 955 Penn Ave",,,Salesforce
10866049,Inactive Investor,Joshua Rudder,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",josh_rudder@ml.com,,Salesforce
10912910,Inactive Investor,Luis Alvarez,,J.P. Morgan Securities LLC Chicago IL 4363 S Archer Ave,luis.a.alvarez@chase.com,,Salesforce
9637462,,Lorrie Pettiford,,,lorrielpettiford@jourrapide.com,,List import
9585566,,Kimberley Bell,,,kimbell@fiducs.com,,List import
11134748,Inactive Investor,Helen Wong,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9546048,,Richard Friedlander,,,rfriedlander@rsandf.com,,List import
10892521,Inactive Investor,Troy Yenser,Vice President - Investments,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",troy.yenser@raymondjames.com,,Salesforce
10889038,Inactive Investor,Sharon Bautz,,Merit Financial Advisors Boynton Beach FL 8198 S Jog Rd,,,Salesforce
343505,,Amy Mangold,Executive Assistant,"Nautic Partners, Llc",amangold@nautic.com,401-278-6770,Manual List Upload
10762855,Inactive Investor,Eric Salmansohn,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Financial Planning Specialist;Managing Director,Morgan Stanley Philadelphia PA 1650 Market St,eric.salmansohn@morganstanley.com,,Salesforce
11167119,Inactive Investor,Jody Plautz,Market Developer,Thrivent Investment Management Inc. Waite Park MN 49 2nd Ave N,jody.plautz@thrivent.com,,Salesforce
10823628,Inactive Investor,Thomas Wood,Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,tom.wood@ubs.com,,Salesforce
11095143,Inactive Investor,Sarah Mekes,,"Wells Fargo Advisors Financial Network, LLC Spokane WA 202 E Spokane Falls Blvd",,,Salesforce
9555297,,VINCENT-IVAN PIGTAIN,,,vinnyvillain@gmail.com,,List import
9555074,,Eduardo Risso,,,edurisso57@gmail.com,,List import
40602,,Kyle Natter,Financial Associate,Thrivent Investment Management Inc.,kyle.natter@thrivent.com,,
9553936,,Antonio Castaneda,,,antonio.castaneda@fmr.com,,List import
11184566,Inactive Investor,Mark Lange,,Park Avenue Securities LLC Mankato MN 600 Reed St,mark_lange@glic.com,,Salesforce
10968643,Inactive Investor,Peter Crincoli,,Park Avenue Securities LLC,peter_crincoli@glic.com,,Salesforce
11046331,Inactive Investor,Maya Sadhukhan,Chief Compliance Officer,GCI Investors,msadhukha@globescancapital.com,,Salesforce
208029,,Erica Caruso,"National Recruiter, Vice President",Fisher Investments,e.caruso@fi.com,,
9592682,,Igors Bogdanovs,,,ibogdanov888@gmail.com,,List import
10890650,Inactive Investor,Matt Turnbull,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Port Huron MI 1430 Military St",,,Salesforce
117009,,James Johnson,,EFS Advisors,jmj@tsainvest.com,866-439-3131,
11045911,Inactive Investor,Allen Garner,,"Sanctuary Securities, Inc. Lexington KY 651 Perimeter Dr",agarner@sanctuarywealth.com,,Salesforce
11006994,Inactive Investor,Julia Moon,,Commonwealth Financial Network San Diego CA 16935 W Bernardo Dr,jmoon@commonwealth.com,,Salesforce
218639,,Alan Charles,,[Unknown],nyalan29@aol.com,,Direct
22975,,Josh Tarasoff,General Partner,Greenlea Lane Capital Management LLC,jdt@greenlealane.com,1-646-450-9248,Initial Salesforce Import
11115244,Inactive Investor,Harrison Frindell,,State Farm VP Management Corp. Mesa AZ 2921 N Power Rd,,,Salesforce
11128468,Inactive Investor,Jeffrey Shanine,Investment Advisor Representative,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
7086054,,Florence Smith,,,coxoh39512@fenwazi.com,,Web Form Fillout
10871005,Inactive Investor,Roger Toelke,Chief Compliance Officer;Managing Member,Dobson Street LLC,,,Salesforce
10910784,Inactive Investor,Michael Cichon,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",michael.cichon@truist.com,,Salesforce
11039224,Inactive Investor,Savannah Patrick,Financial Advisor,LPL Financial LLC Opelika AL Private Residence,savannah.patrick@lpl.com,,Salesforce
10916558,Inactive Investor,Maria Valencia,,"Titleist Capital, LLC Spring TX 2001 Timberloch Pl",mvalencia@tamgmt.com,,Salesforce
10962543,Inactive Investor,Gregg Korkes,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,gregg.korkes@primerica.com,,Salesforce
9591010,,Dexter Combs,,,dexter.combs@gmail.com,,List import
10784409,Inactive Investor,Jeffery Erekson,Financial Advisor,Edward Jones Nampa ID 217 W Georgia Ave,jeff.erekson@edwardjones.com,,Salesforce
10910377,Inactive Investor,Clifton Rutherford,Member,"R & J Financial Partners, LLC",kip@rjfinancialpartners.com,,Salesforce
11007134,Inactive Investor,Devin Filippi,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",devin.filippi@equitable.com,,Salesforce
10833429,Inactive Investor,Paul Utti,,PFS Investments Inc. Mount Vernon NY 105 Stevens Ave,paul.utti@primerica.com,,Salesforce
10853387,Inactive Investor,Elena Welch,,J.P. Morgan Securities LLC Clackamas OR 12400 SE Sunnyside Rd,elena.welch@jpmorgan.com,,Salesforce
11171601,Inactive Investor,Stephen Elliott,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,selliott@rwbaird.com,,Salesforce
10619477,,Christopher Menconi,,,christopher.menconi@morganstanley.com,,List Import
10816706,Inactive Investor,Yun Lee,,"MML Investors Services, LLC New York NY 250 W 34th St",ylee@massmutual.com,,Salesforce
10789045,Inactive Investor,Paul Kerbey,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",,,Salesforce
10894168,Inactive Investor,Adrian Paredes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",adrian.paredes@ml.com,,Salesforce
10762996,Inactive Investor,Martha Taylor,Financial Advisor;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,martha.taylor@morganstanley.com,,Salesforce
11233741,Inactive Investor,Brian Koble,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Pittsburgh PA 650 Smithfield St,bkoble@rwbaird.com,,Salesforce
9562362,,Lauren Choi,,,choi.lauren@edgeassetmgt.com,,List import
11058601,Inactive Investor,Troy Lucas,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,troy.j.lucas@jpmorgan.com,,Salesforce
11134856,Inactive Investor,Dustin Brown,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Francisco CA 345 California St",dustin.brown@rbc.com,,Salesforce
9572601,,Andrew Heffer,,,andrew.heffer@surveyor-capital.com,,List import
10806185,Inactive Investor,Brian Much,,"Cambridge Investment Research, Inc. Appleton WI 540 S Westland Dr",,,Salesforce
235594,, -,,[[Unknown]],cmichaeljr@aol.com,,
11031896,Inactive Investor,William Kaufman,,"Farmers Financial Solutions, LLC Littleton CO 739 W Littleton Blvd",,,Salesforce
10487501,,Anupam Johri,"Managing Director, Wealth Advisor",Morgan Stanley,anupam.johri@morganstanley.com,,List Import
10828998,Inactive Investor,Charles Williams,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",charles.williams@53.com,,Salesforce
10885226,Inactive Investor,Riley Ege,Wealth Advisor,Commonwealth Financial Network Saint Charles IL 606 Riverside Ave,rege@commonwealth.com,,Salesforce
10900287,Inactive Investor,Ilknur Tunc,,J.P. Morgan Securities LLC Metairie LA 3783 Veterans Memorial Blvd,ilknur.tunc@jpmorgan.com,,Salesforce
10838274,Inactive Investor,Robert Stern,Financial Advisor,LPL Financial LLC Metairie LA 2800 Veterans Memorial Blvd,bob.stern@lpl.com,,Salesforce
11079372,Inactive Investor,John Fleckenstein,Portfolio Manager;Vice President,"Sunbelt Securities, Inc. Kerrville TX 200 Fairway Dr",,,Salesforce
336350,,Eric Bleiler,Investment Advisory Representative,"Northeast Advisers, Inc.",eric.bleiler@northeastadvisers.com,610-240-7955,Manual List Upload
10948058,Inactive Investor,Christopher Deo,,"Raymond James Financial Services, Inc. Irvine CA 19200 Von Karman Ave",christopher.deo@raymondjames.com,,Salesforce
11048434,Inactive Investor,Eric Swan,,"Farmers Financial Solutions, LLC Minneapolis MN 5200 Willson Rd",eswan@farmersagent.com,,Salesforce
200291,,Daniela Manolova,,BLK,manolova.daniela@gmail.com,3478997966,Organic Search
9578328,,Joseph Foxworth,,,jfoxworth@massmutual.com,,List import
9635678,,Ivan Alfaro,,,ialfaro@bear.com,,List import
10908291,Inactive Investor,Trevor Jones,,State Farm VP Management Corp. Yorktown VA 4521 George Washington Mem Hwy,trevorjones@statefarm.com,,Salesforce
237226,, -,,[[Unknown]],leonnoel7777777@gmail.com,,
10915030,Inactive Investor,Timothy Stuntz,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,tj.stuntz@fmr.com,,Salesforce
11159441,Inactive Investor,Bennett Jared,Wealth Advisor,Commonwealth Financial Network Cookeville TN 480 Neal St,bjared@cfnmail.com,,Salesforce
215375,,Sean Liang,Finance Director,KFC,sean126@live.com,,Event
351506,,Colm Flynn,Head of European Real Estate Lending,Garrison Investment Group Lp,cflynn@garrisoninv.com,212-372-9500,Manual List Upload
10857059,Inactive Investor,Richard Storaasli,,"Avantax Investment Services, Inc. Kapolei HI Private Residence",,,Salesforce
11107406,Inactive Investor,Andrew Behnkendorf,,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
1003405,Inactive Investor,George Beal,Managing Partner & Portfolio Manager,Boston Family Office,georgeb@bosfam.com, +1 617 624 0800,3rd Party Lead Gen
11093054,Inactive Investor,Brent Hagar,,State Farm VP Management Corp. Jenks OK 324 W Main St,,,Salesforce
9540834,,Rayhaneh Pacific Premier Trust Co LLC FBO Rayhaneh Sharif-Askary IRA,,Rayhaneh Sharif-Askary,rayhaneh.sharifaskary@gmail.com,,Advertising
11237107,Inactive Investor,Justin Hathaway,Investment Advisor,EPI Financial Group,,,Salesforce
10840442,Inactive Investor,James Doll,,"Private Client Services, LLC Frankfort KY 305 Ann St",pdoll@kfg.com,,Salesforce
11051153,Inactive Investor,John Verducci,,"Voya Financial Advisors, Inc. Carson City NV 844 W Nye Ln",john.verducci@voya.com,,Salesforce
11169857,Inactive Investor,Kathleen Feeney,Director - Wealth Management,Citigroup Global Markets Inc. Washington DC 5700 Connecticut Ave NW,kathy.feeney@citi.com,,Salesforce
11065554,Inactive Investor,Ryan Deprosperis,Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director;Senior Vice President;Workplace Advisor - E,Morgan Stanley Oak Brook IL 2211 York Rd,ryan.deprosperis@morganstanley.com,,Salesforce
10895561,Inactive Investor,Rory Shogren,,"Farmers Financial Solutions, LLC Casper WY 4100 Sweetbrier St",rshogren@farmersagent.com,,Salesforce
11097811,Inactive Investor,Michael Berger,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,michael.berger@ceterainvestors.com,,Salesforce
11211931,Inactive Investor,John Phillips,,LPL Financial LLC Oxnard CA Private Residence,john.phillips@lplfinancial.com,,Salesforce
10957326,Inactive Investor,Emily Trainor,,Edward Jones Granby CO 387 E Agate Ave,emma.trainor@edwardjones.com,,Salesforce
11050879,Inactive Investor,Bradley Burnfield,,LPL Financial LLC Granbury TX 201 W Pearl St,bradley.burnfield@lpl.com,,Salesforce
10997861,Inactive Investor,Mallory Buzyniski,Personal Banker,Key Investment Services LLC Lockport NY 5737 S Transit Rd,mallory.buzyniski@key.com,,Salesforce
11036995,Inactive Investor,Mark Harris,,RPR Financial,mharris@rprwealth.com,,Salesforce
11023581,Inactive Investor,Timothy Barton,,Vanguard Marketing Corporation,timothy_barton@vanguard.com,,Salesforce
10946367,Inactive Investor,Sherrie Keylon,,"First Command Brokerage Services, Inc.",,,Salesforce
9587522,,Maykao Manisone,,,maykao@onefincapital.com,,List import
352026,,Hunter Pc,Managing Member,"Cain, Watters & Associates, Llc",hunter@cainwatters.com,972-233-3323,Manual List Upload
10847833,Inactive Investor,James Kreutzer,Financial Advisor,LPL Financial LLC Walled Lake MI 133 E Walled Lake Dr,james.kreutzer@lpl.com,,Salesforce
11160224,Inactive Investor,Jeremy Mayfield,,"Allstate Financial Services, LLC Webster TX 149 Magellan Cir",jeremymayfield@allstate.com,,Salesforce
10963402,Inactive Investor,Markus Bahr,Supervisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",markus.bahr@wellsfargo.com,,Salesforce
9543708,,john guerrero,,,john@chefbusiness.co,,List import
10978710,Inactive Investor,Marques Pardue,,J.P. Morgan Securities LLC Sonoma CA 501 Broadway,marques.pardue@jpmorgan.com,,Salesforce
11036134,Inactive Investor,Tyler Gibisch,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",tyler.c.gibisch@nm.com,,Salesforce
11023103,Inactive Investor,Jeanette Tullis,,PFS Investments Inc. Hollywood FL 3349 N University Dr,jeanette.tullis@primerica.com,,Salesforce
11032826,Inactive Investor,Mark Mendenhall,,"FBL Marketing Services, LLC North Platte NE 320 McNeel Ln",mark.mendenhall@fblfinancial.com,,Salesforce
9643850,,Ovez Japanwalla,,,percutt2@icloud.com,,List import
9608935,,Eleviano Silva,,,eleviano@gmail.com,,List import
10988992,Inactive Investor,Benjamin Kissing,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",,,Salesforce
10753093,Inactive Investor,Jason Hurley,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Beaverton OR 11601 SW Beaverton Hillsdale Hwy",jason.m.hurley@wellsfargo.com,,Salesforce
10848016,Inactive Investor,Thomas Rudakas,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",thomas.rudakas@ampf.com,,Salesforce
11144871,Inactive Investor,Tyler Sullivan,,"Kestra Investment Services, LLC Towson MD 1122 Kenilworth Dr",,,Salesforce
9599361,,Malcolm Hamilton,,,malcolmhamilton@me.com,,List import
9615494,,Gregory Hobart,,,greghobart@gmail.com,,List import
11006330,Inactive Investor,Laura Fullmer,Senior Private Client Assistant,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,lfullmer@janney.com,,Salesforce
11007901,Inactive Investor,Dillon Haviland,Financial Advisor,"TBH Global Asset Management, LLC",dillon@tbhplan.com,,Salesforce
57423,,Charles Heisner,Owner,"Heisner Financial, LLC",charlie@heisnerfinancial.com,314-231-3140,
211336,,Buster Cox,woner,Buster Digital,a3buster@gmail.com,,Content
11031481,Inactive Investor,Kenneth Hinojosa,,State Farm VP Management Corp. Friendswood TX 335 E Parkwood Ave,,,Salesforce
9623212,,George Allen,,,georgescooterallen@yahoo.com,,List import
333023,,Kevin Vanderbilt,,"Anfield Capital Management, LLC",kvanderbilt@anfieldllc.com,,
11196501,Inactive Investor,Matthew Hoekzema,Financial Advisor,Edward Jones Milford OH 790 Lila Ave,matthew.hoekzema@edwardjones.com,,Salesforce
10933345,Inactive Investor,Flavio Hojda,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,,,Salesforce
11040066,Inactive Investor,Michelle Snyder,,"Cambridge Investment Research, Inc. San Antonio TX 25675 Overlook Pkwy",,,Salesforce
11190949,Inactive Investor,Robert Masrieh,Chief Financial Officer;Treasurer,Burgess Chambers & Associates Inc,rmasrieh@burgesschambers.com,,Salesforce
9616733,,Tony M,,,haotingmeng@gmail.com,,List import
11295156,,Marcin Cichocki,,,mcichocki@gmail.com, +48500768696,Web Form Fillout
9547782,,Spencer Farrar,,,spencer.farrar@bienvillecapital.com,,List import
10857821,Inactive Investor,Thomas Leidner,Co-Chief Investment Officer;Co-Founder;Portfolio Manager,"QP Wealth Management, LLC Eatontown NJ 12 Christopher Way",tleidner@qpwealthmanagement.com,,Salesforce
10785428,Inactive Investor,Michael Brennan,,"Calton & Associates, Inc. Hazlet NJ 1 Bethany Rd",mbrennan@calton.com,,Salesforce
10964267,Inactive Investor,Jason Miles,,Fidelity Brokerage Services LLC,,,Salesforce
10880045,Inactive Investor,Teresa Lewis,,Lewis Advisory Group,teresa@lewisadvisorygroup.com,,Salesforce
10890847,Inactive Investor,Yijia Guan,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,helen.guan@ubs.com,,Salesforce
11120243,Inactive Investor,Julia Whitley,Advisor;Investment Advisor;Investment Advisor Representative;Regulatory Contact,Dick Rivera & Associates,,,Salesforce
9571660,,Emily Cuba,,,emily.pennington@fmr.com,,List import
11209324,Inactive Investor,Casey Craig,,"Empower Financial Services, Inc Johnstown PA Private Residence",casey.craig@gwrs.com,,Salesforce
11022946,Inactive Investor,Fernando Ciccone,,Cetera Advisor Networks LLC Paramus NJ 80 Paramus Rd,,,Salesforce
10969265,Inactive Investor,James Johnson,,"City National Securities, Inc. Irvine CA 18111 Von Karman Ave",james.johnson@cnb.com,,Salesforce
11095049,Inactive Investor,Benjamin Trujillo,Senior Advisor,"Moneta Group Investment Advisors, LLC",btrujillo@monetagroup.com,,Salesforce
10832241,Inactive Investor,Stephanie Jackson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",stephanie.m.jackson@ml.com,,Salesforce
11210407,Inactive Investor,Elizabeth Garrity,,J.P. Morgan Securities LLC,elizabeth.garrity@jpmorgan.com,,Salesforce
10921794,Inactive Investor,Joseph Knoth,Financial Services Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",jknoth@financialguide.com,,Salesforce
9624719,,Frank Cimino,,,guitarfc@gmail.com,,List import
10899889,Inactive Investor,Rafia Jackson,,J.P. Morgan Securities LLC Freehold NJ 302 W Main St,rafia.jackson@jpmorgan.com,,Salesforce
10975823,Inactive Investor,Michelle Guinan,,Edward Jones Medina OH Private Residence,,,Salesforce
11092264,Inactive Investor,Charles Venable,,State Farm VP Management Corp. Hopkinsville KY 1107 S Virginia St,michael.venable.l8hm@statefarm.com,,Salesforce
239181,,Ernest Okinaga,,[Unknown],ernieoki@gmail.com,,Direct
10908715,Inactive Investor,Joshua Mancino,Financial Advisor,"Pruco Securities, LLC. Elk Grove Village IL 700 Nicholas Blvd",joshua.mancino@prudential.com,,Salesforce
11116485,Inactive Investor,Michael Betancourt,Financial Advisor,"Wells Fargo Clearing Services, LLC Waterbury CT 800 Wolcott St",michael.betancourt@wellsfargoadvisors.com,,Salesforce
11107241,Inactive Investor,Benjamin Smiles,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",benjamin.smiles@ml.com,,Salesforce
43752,,Thomas Mathews,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",thomas.mathews@transamerica.com,,
155891,,Jianhao Meng,,[Unknown],hjmeng1@yahoo.com,,
9584861,,Jodie Urquhart,,,jurquhart@jwchilds.com,,List import
10775916,Inactive Investor,Yvonne Sanchez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",yvonne_sanchez@ml.com,,Salesforce
11209348,Inactive Investor,Steven Gale,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11158756,Inactive Investor,Carrie McAleer,Senior Client Associate;Senior Registered Associate,D.A. Davidson & Co. Bozeman MT 1101 E Main St,cyouderian@dadco.com,,Salesforce
10855737,Inactive Investor,Jennifer Taylor,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Gainesville FL 4140 NW 37th Pl",jennifer.taylor@wfafinet.com,,Salesforce
173163,,Liam Griffin,,[Unknown],liam_griffin92@icloud.com,,Paid Social
10850345,Inactive Investor,James Frigstad,Wealth Advisor,"Independent Advisor Alliance, LLC Bismarck ND 4401 Coleman St",,,Salesforce
10914603,Inactive Investor,Cecilia Sienra,Client Service Associate,Morgan Stanley New York NY 399 Park Ave,cecilia.sienra@morganstanley.com,,Salesforce
9625664,,Sergio Rodriguez,,,surfinanzas.sergio@gmail.com,,List import
11141912,Inactive Investor,Christine Klee,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston NY 108 N Front St",christine.klee@ml.com,,Salesforce
347694,,Raymond Hill,Shareholder,"Liberty Street Advisors, Inc.",rhill@libertystreetfunds.com,212-240-9721,Manual List Upload
9590613,,Mats Svardal,,,mats.sv@gmail.com,,List import
10914902,Inactive Investor,Daniel Johnson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_johnson@vanguard.com,,Salesforce
10777179,Inactive Investor,Byron Gega,Financial Advisor,"Ameriprise Financial Services, LLC Spokane WA 601 W 1st Ave",byron.j.gega@ampf.com,,Salesforce
11108181,Inactive Investor,Amanda Bui,,Goldman Sachs & Co.,,,Salesforce
10753862,Inactive Investor,Arthur Onyx,Financial Advisor,LPL Financial LLC Troy MI 2050 Livernois Rd,arthur.onyx@lpl.com,,Salesforce
10797869,Inactive Investor,George Klueg,,Cetera Financial Specialists LLC Melville NY 1 Huntington Quadrangle,george.klueg@ceterafs.com,,Salesforce
10925339,Inactive Investor,Edward Leszynski,Chief Compliance Officer;Chief Executive Officer,"KGL Financial Advisors, LLC Bannockburn IL 2333 Waukegan Rd",,,Salesforce
4508236,,Michael Monroe,,,michaelmonroe.com@gmail.com,,Web Form Fillout
9603929,,Yaron Gamliel,,,ygml2014@gmail.com,,List import
10824004,Inactive Investor,Ashley Hamilton,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10856891,Inactive Investor,Deborah Dilloway,Client Associate,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,deborah.dilloway@ubs.com,,Salesforce
10489616,,Barry Evans,Senior Wealth Advisor,SFMG Wealth Advisors,barry@sfmg.com,,List Import
11008071,Inactive Investor,Rachel Roth,Insurance Associate,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,rachel.roth@thrivent.com,,Salesforce
10941963,Inactive Investor,Matthew Masterson,,"Pruco Securities, LLC. El Segundo CA 222 N Pacific Coast Hwy",matthew.masterson@prudential.com,,Salesforce
10966920,Inactive Investor,Ryan Divers,,"Sanford C. Bernstein & Co., LLC",ryan.divers@bernstein.com,,Salesforce
243,,,,,JoeWhite15874@web.de,,
10424736,,Richard Baradic,,,jbaradic@yahoo.com,,Web Form Fillout
10659301,,Mark Schuurman,,,mark.schuurman@ubs.com,,List Import
9636231,,Jason Williams,,,jwilliams@moretonadvisors.com,,List import
11093558,Inactive Investor,Jack Edwards,,"MML Investors Services, LLC Lake Mary FL 725 Primera Blvd",jackedwards@financialguide.com,,Salesforce
11208871,Inactive Investor,Lawrence Cantua,,"Farmers Financial Solutions, LLC Garberville CA 778 Redwood Dr",rcantua@farmersagent.com,,Salesforce
11081131,Inactive Investor,Corrine Williams,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",corrine.williams@nm.com,,Salesforce
11110709,Inactive Investor,Anacelia Enciso Cosio,,J.P. Morgan Securities LLC Fontana CA 17042 Slover Ave,anacelia.enciso-cosio@jpmorgan.com,,Salesforce
10645867,,Cary Kochman,,,cary.kochman@citigroup.com,,List Import
10950302,Inactive Investor,Shari Pyle,,Cetera Investment Services LLC Sioux Falls SD 500 S Minnesota Ave,,,Salesforce
11076146,Inactive Investor,Michael Fama,First Vice President - Wealth Management;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",michael.fama@ml.com,,Salesforce
10868749,Inactive Investor,Michael Simon,,Cetera Investment Services LLC Tampa FL 711 E Henderson Ave,michael.simon@ceterais.com,,Salesforce
10899898,Inactive Investor,Haiquan Sun,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10877920,Inactive Investor,Christopher Silipigno,Chief Operating Officer;Managing Director,"Renaissance Investment Group, LLC",csilipigno@rigllc.com,,Salesforce
11186280,Inactive Investor,Kyle Tait,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,kyle.tait@fidelity.com,,Salesforce
9552758,,Jimmy Cheng,,,jimmycheng1993@gmail.com,,List import
11229653,Inactive Investor,Dara Fogg,,"Northwestern Mutual Investment Services, LLC Sandpoint ID 515 Pine St",dara.fogg@nm.com,,Salesforce
10913847,Inactive Investor,Robert Belman,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Bettendorf IA 5207 Competition Dr",belman.robert@principal.com,,Salesforce
10941101,Inactive Investor,Angelina Moccia,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10868923,Inactive Investor,Nicholas Fichter,Financial Advisor,"Ameriprise Financial Services, LLC Saint Louis MO 9859 Big Bend Blvd",,,Salesforce
11002971,Inactive Investor,Arnand Jay Murao,,J.P. Morgan Securities LLC Carol Stream IL 411 S Schmale Rd,jay.murao@jpmorgan.com,,Salesforce
10767974,Inactive Investor,Robert Imparato,Retirement Planning Specialist,"Equitable Advisors, LLC Edison NJ 105 Fieldcrest Ave",robert.imparato@equitable.com,,Salesforce
11134928,Inactive Investor,Heman Acharya,,PFS Investments Inc. Reynoldsburg OH 1608 Lancaster Ave,hacharya@primerica.com,,Salesforce
10783711,Inactive Investor,Mary Stockton,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,mstockton@ft.newyorklife.com,,Salesforce
123232,,Joseph Morgan,,"Cwm, Llc",joseph.morgan@lfg.com,(559) 591-0263,
10982450,Inactive Investor,Ashley Hiriarte,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",ashley.hiriarte@nm.com,,Salesforce
10614789,,Dean Gregory,"Financial Advisor, Financial Planning Specialist, Insurance Planning Director, Senior Portfolio Manager, Senior Vice President",,dean.gregory@morganstanley.com,,List Import
11182133,Inactive Investor,Marina Narganes,,Cetera Advisors LLC New York NY 1460 Broadway,,,Salesforce
10926510,Inactive Investor,Gail Hoerman-Bivona,,J.P. Morgan Securities LLC,gail.hoerman-bivona@jpmorgan.com,,Salesforce
10785661,Inactive Investor,John Stevenson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",stevej@tiaa.org,,Salesforce
10911440,Inactive Investor,Kevin Milton,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Prior Lake MN 4719 Park Nicollet Ave SE",kevin.milton@nm.com,,Salesforce
11088111,Inactive Investor,Edward Han,Member;Portfolio Manager;Principal,"Granite Investment Partners, LLC",,,Salesforce
9629666,,Kishore Jethanandani,,,kishorejethanandani@gmail.com,,List import
10909043,Inactive Investor,Christopher Reilly,Investment Advisor Representative,"Osaic FA, Inc. Bensalem PA Private Residence",christopher.reilly@lfg.com,,Salesforce
193167,,Mason Adams,,[Unknown],mason@pacnorthretirement.com,,
10658832,,Michael Terzich,,,terzich.michael@ntrs.com,,List Import
11115353,Inactive Investor,Linda Stephans,Director - Institutional Consulting;Managing Director - Private Wealth Management,Morgan Stanley Palm Beach FL 450 Royal Palm Way,linda.stephans@msgraystone.com,,Salesforce
10816239,Inactive Investor,Christopher Koehler,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",christopher.j.koehler@wellsfargoadvisors.com,,Salesforce
11032638,Inactive Investor,Romeoryan Arbiol,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,rbarbiol@ft.newyorklife.com,,Salesforce
11117382,Inactive Investor,Mike Bui,,NYLIFE Securities LLC Arlington TX 700 Highlander Blvd,mtbui@ft.newyorklife.com,,Salesforce
10990084,Inactive Investor,Victoria Kroencke,,Janney Montgomery Scott LLC Atlanta GA 1475 Peachtree St NE,vkroencke@janney.com,,Salesforce
11177009,Inactive Investor,Bart Conner,Financial Advisor,"Principal Securities, Inc. Indianapolis IN 8910 Purdue Rd",conner.bart@principal.com,,Salesforce
10856524,Inactive Investor,Edward Carfang,,"Cambridge Investment Research, Inc. Monroeville PA 4044 Monroeville Blvd",,,Salesforce
10922757,Inactive Investor,Jason Castaneda,Financial Advisor,Edward Jones Aurora CO 3151 S Vaughn Way,jason.castaneda@edwardjones.com,,Salesforce
10612763,,Satchi Prasad,Financial Advisor,,satchi.prasad@lpl.com,,List Import
10651480,,GABOR GERE KOVACS MR,,,concepteastwest@protonmail.com,,Web Form Fillout
10857952,Inactive Investor,Hyunseo Koo,Investment Advisor Representative,"Osaic Wealth, Inc. New York NY 16 W 32nd St",,,Salesforce
9602346,,Garth Williams,,,garth@honuwealth.com,,List import
10894812,Inactive Investor,Richardson Hendee,Financial Advisor,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",rhendee@ampf.com,,Salesforce
10940216,Inactive Investor,Crystal Miller,,Thurston Springer Financial,cmiller@thurstonspringer.com,,Salesforce
11205551,Inactive Investor,Virginia Bria,Financial Advisor,LPL Financial LLC Lodi CA 404 W Pine St,virginia.bria@lpl.com,,Salesforce
11220085,,Clifford Corso,,,ccorso@aamlive.com,,Other
10856049,Inactive Investor,Evan Martin,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,evan.martin@ubs.com,,Salesforce
248717,,John Murphy,Co-Founder,prontoblock,murph@prontoblock.com,,Manual List Upload
11054783,Inactive Investor,Lewis Wright,,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,,,Salesforce
11236614,Inactive Investor,Anthony Mitrano,Head - Trading;Trader,Beck Bode LLC,anthony.mitrano@beckbode.com,,Salesforce
9609510,,Nate Richardson,,,nate_rich66@yahoo.com,,List import
9606957,,George Wright,,,gwright@federatedinv.com,,List import
227800,, -,,[[Unknown]],oldtown89@live.com,,Organic Search
10874225,Inactive Investor,Dina Barilotti,,NYLIFE Securities LLC Philadelphia PA 1113 Admiral Peary Way,dbarilotti@ft.newyorklife.com,,Salesforce
351529,,Catherine Groulx,Associate,Axium Infrastructure Us Inc.,cgroulx@axiuminfra.com,646-449-9058,Manual List Upload
64139,,Andrew Parisi,,"National Asset Management, Inc.",aparisi@nationalsecurities.com,646-722-7772,
11235552,Inactive Investor,Christine Wang,Lead Advisor,"Nilsine Partners, LLC",christinewang@nilsinepartners.com,,Salesforce
9639985,,Betty Tse,,,btse@acera.org,,List import
211359,,Bradley Dixon,Legislative Liaison,Office of Governor Asa Hutchinson,bradley.dixon@governor.arkansas.gov,,Content
9605656,,Zachery Wiedeman,,,zachery.wiedeman@yahoo.com,,List import
10868026,Inactive Investor,Bernadette Wasielewski,,"Allstate Financial Services, LLC Toms River NJ 229 Washington St",bernadettewasielewski@allstate.com,,Salesforce
11208136,Inactive Investor,Nhan Vuong,Accountant;Chief Compliance Officer;Principal,FHWV Financial LLC,nvuong@fhwvpartners.com,,Salesforce
10848484,Inactive Investor,Nordo Nissi,Partner,"Pleasant Street Wealth Advisors, LLC Stamford CT 111 Morgan St",nordo.nissi@pswallc.com,,Salesforce
10809344,Inactive Investor,Matthew Waters,Financial Advisor,"Wells Fargo Clearing Services, LLC Hightstown NJ 29 Princeton Hightstown Rd",matthew.waters@wellsfargo.com,,Salesforce
9591287,,Aby Mohammed,,,crapykoko@gmail.com,,List import
10877488,Inactive Investor,Charles Avatar,,TD Private Client Wealth LLC Moorestown NJ 22 W Main St,charles.avatar@td.com,,Salesforce
352240,,Jason Kamm,Operating Partner,Blue Wolf Capital Partners Llc,jason@bluewolfcapital.com,212-488-1340,Manual List Upload
9546613,,johnny bona,,,bonajohnny@gmail.com,,List import
10808070,Inactive Investor,Sandra Bennett,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Syracuse NY 250 S Clinton St",sandra.bennett@tiaa.org,,Salesforce
10614377,,Michael Cohen,Financial Advisor,,michael_cohen@glic.com,,List Import
9602554,,Kurt Steffen,,,ksteffen@sigmafinancial.com,,List import
11237036,Inactive Investor,Tania Hillin,Advisor;Manager,Brighton Jones LLC San Francisco CA 445 Bush St,tania.hillin@brightonjones.com,,Salesforce
10618342,,Richard Coppola,,,richard_coppola@ml.com,,List Import
10853466,Inactive Investor,Timothy Wood,Principal,"Foster & Wood, Inc.",tim@fosterandwood.com,,Salesforce
10802344,Inactive Investor,Charles Murray,Managing Director,"Raymond James & Associates, Inc. Saint Cloud MN 400 1st St S",charles.murray@raymondjames.com,,Salesforce
11126980,Inactive Investor,Christine Lukman,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Rowland Heights CA 17799 Colima Rd",christine.lukman@wellsfargo.com,,Salesforce
11183690,Inactive Investor,Nancy Lyons,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chester NJ 172 Main St",nancy.lyons@ml.com,,Salesforce
10917842,Inactive Investor,Jordan Miller,Financial Advisor,"Cambridge Investment Research, Inc. Bettendorf IA 1717 State St",jordan.miller@lpl.com,,Salesforce
226589,, -,,[[Unknown]],cjkokkoris@yahoo.com,,Initial Salesforce Import
10877378,Inactive Investor,Stephen Sharpe,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",stephen.sharpe@nm.com,,Salesforce
9578418,,Paul Yan,,,paulthyan@gmail.com,,List import
10659418,,Donald Vear,,,dvear@ft.newyorklife.com,,List Import
10989639,Inactive Investor,Nigeria Bridges,,"Robinhood Financial, LLC",nigeria.bridges@robinhood.com,,Salesforce
10965470,Inactive Investor,Justin Allen,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
231943,, -,,[Unknown],manenelungile@gmail.com,,
11141588,Inactive Investor,David Kaucher,Chief Compliance Officer;Investment Advisor;Managing Member,"Spectrum Wealth Advisors, LLC",,,Salesforce
9565424,,Neil Lambert,,,neil.lambert@valic.com,,List import
11183969,Inactive Investor,Ronald Leblanc,,"The Legacy Group, Ltd.",rleblanc@thelegacygroup.com,,Salesforce
11106685,Inactive Investor,Samuel Yanka,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,samuel.yanka@primerica.com,,Salesforce
326013,,Benjamin Dreyfuss,,"Ae Wealth Management, Llc",benjamin.dreyfuss@clsinvest.com,312-360-3870,
9573282,,Jonathan Yu,,,jyu@starboardvalue.com,,List import
11234957,Inactive Investor,Jason Waters,Financial Advisor;Market Leader;Partner,Cerity Partners LLC Louisville KY 2201 High Wickham Pl,jwaters@ceritypartners.com,,Salesforce
11167031,Inactive Investor,Kaitlin Bohlander-Green,,Thrivent Investment Management Inc.,kaitlin.bohlander@thrivent.com,,Salesforce
11098030,Inactive Investor,Michael Goodrich,Senior Investment Advisor,Phillips and Company Advisors LLC,mgoodrich@phillipsandco.com,,Salesforce
11128380,Inactive Investor,Anne Weichel,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",,,Salesforce
10930615,Inactive Investor,David Keely,Financial Advisor,"VALIC Financial Advisors, Inc. San Diego CA Private Residence",,,Salesforce
10816655,Inactive Investor,Cassandra Samaj,Associate,Morgan Stanley Mobile AL 11 N Water St,cassandra.samaj@morganstanley.com,,Salesforce
237412,, -,,[[Unknown]],tuongminh198@gmail.com,,
10757083,Inactive Investor,Sebastian Karpen,Financial Advisor Trainee,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",s.karpen@ml.com,,Salesforce
11201379,Inactive Investor,Kenneth Morrison,,GWN Securities Inc. Ada OK 403 E Main St,kmorrison@gwnsecurities.com,,Salesforce
11166240,Inactive Investor,Dorothy Williams,,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,dorothy.williams@ubs.com,,Salesforce
9635043,,Dyana Baurley,,,dbaurley@milestonepartners.com,,List import
10810141,Inactive Investor,Nicholas Champney,Financial Advisor,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",nicholas.champney@wellsfargoadvisors.com,,Salesforce
11150685,Inactive Investor,Eulette Edwards,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,eedwards02@ft.newyorklife.com,,Salesforce
10988058,Inactive Investor,Jon Clements,,"Farmers Financial Solutions, LLC Surprise AZ 16920 W Bell Rd",jclements2@farmersagent.com,,Salesforce
10781805,Inactive Investor,Sean Gabrio,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,sean.gabrio@ubs.com,,Salesforce
9590130,,david silva,,,haghparastdaniyal@yahoo.com,,List import
9588758,,Brandon White,,,brandon@coylecap.com,,List import
11038326,Inactive Investor,Ramin Mahdavi,Financial Planning Associate,Morgan Stanley New York NY 1585 Broadway,ramin.mahdavi@morganstanley.com,,Salesforce
10902997,Inactive Investor,Jose Campa,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,jose.campa@ubs.com,,Salesforce
9231,,Grisel Semizo Silva,,[[Unknown]],grisel2016789@outlook.com,,Direct
10881609,Inactive Investor,Robert Diaz,Financial Advisor,Edward Jones Sunnyvale CA 1309 S Mary Ave,robert.w.diaz@edwardjones.com,,Salesforce
11016321,Inactive Investor,Travis Gatzemeier,Chief Compliance Officer;Financial Planner;Founder,Kinetix Financial Planning,,,Salesforce
10922590,Inactive Investor,David Biondo,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",dave.biondo@nm.com,,Salesforce
11206533,Inactive Investor,Mirko Reithofer,Vice President,"U.S. Bancorp Investments, Inc. Mundelein IL 2000 S Lake St",mirko.reithofer@usbank.com,,Salesforce
230146,, -,,[[Unknown]],sky3287@aol.com,,
9567084,,Mark Tsoulos,,,mtsoulos@financialguide.com,,List import
11077008,Inactive Investor,Matthew Rahmani,,Perella Weinberg Partners LP,mrahmani@pwpartners.com,,Salesforce
9466666,,Brent The Kingdom Trust Company FBO Brent A Lyman Traditional IRA,,Brent Lyman,balyman@gmail.com,,Organic Search
10831738,Inactive Investor,Clark Hodges,,First Dallas Securities Incorporated,,,Salesforce
9634251,,Lissa Love,,,lissalove200@gmail.com,,List import
10756042,Inactive Investor,David O'Malley,Director,Janney Montgomery Scott LLC,do-malley@janney.com,,Salesforce
10845310,Inactive Investor,Kenneth Fahmy,,"Equitable Advisors, LLC Falls Church VA 7657 Leesburg Pike",kenneth.fahmy@equitable.com,,Salesforce
11049436,Inactive Investor,Ethel Davis,Chief Executive Officer;Chief Investment Officer;Principal,VZD Capital Management LLC,ethel@vzdcap.com,,Salesforce
9568952,,Sergey Lobanov,,,sergio.v.lobanov@gmail.com,,List import
9574169,,Michael Johnson,,,mjohnson@lfg.com,,List import
10661839,,Lisa Yoest,,,lyoest@bakeryoest.com,,List Import
10781636,Inactive Investor,William Freeman,Financial Advisor,Edward Jones Sun City AZ 13622 N 99th Ave,bill.freeman@edwardjones.com,,Salesforce
11191042,Inactive Investor,Dan Klein,Investment Executive,"First Western Securities, Inc.",dklein@firstwesternsecurities.com,,Salesforce
2237483,,supachai sujaritwanichpong,,,supachai1405@gmail.com,,
11077652,Inactive Investor,Kyle Opdyke,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,kyle.opdyke@fidelity.com,,Salesforce
342182,,Pratik Rajeevan,Vice President,"Gennx360 Management Company, Llc",prajeevan@gennx360.com,212-257-6782,Manual List Upload
11057158,Inactive Investor,Danny Robles Fuentes,Paraplanner,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",,,Salesforce
338963,,Michael Scheid,Associate,Level Equity,mscheid@levelequity.com,212-660-2470,Manual List Upload
11152330,Inactive Investor,Christine Amores,,UBS Financial Services Inc.,christine.amores@ubs.com,,Salesforce
9596589,,Eric Shulenberger,,,eshulenberger@veritablelp.com,,List import
10854652,Inactive Investor,Damjan Juncaj,,J.P. Morgan Securities LLC Clinton Township MI 43101 Garfield Rd,damjan.juncaj@jpmorgan.com,,Salesforce
10831507,Inactive Investor,Anthony Baldi,Private Wealth Advisor,"Ameriprise Financial Services, LLC Buffalo NY 8310 Wehrle Dr",anthony.j.baldi@ampf.com,,Salesforce
11238419,Inactive Investor,Nick DiStefano,,"New England Private Wealth Advisors, LLC",nick.distefano@nepwealth.com,,Salesforce
10773991,Inactive Investor,Donald Giovacchini,,UBS Financial Services Inc.,donald.giovacchini@ubs.com,,Salesforce
11107325,Inactive Investor,Shawn Whitmore,,J.P. Morgan Securities LLC Las Vegas NV 2520 S Decatur Blvd,shawn.whitmore@jpmorgan.com,,Salesforce
9600638,,Elnaz Nouri,,,3ln4z5@gmail.com,,List import
10935703,Inactive Investor,David Mrosko,Executive Vice President,North Point Portfolio Managers Corporation,,,Salesforce
7579618,,Naresh Kumar,,,nareshsaini2305@gmail.com,,Web Form Fillout
10888662,Inactive Investor,John Zimmer,,"Buckman, Buckman & Reid, Inc.",jzimmer@buckmanbuckman.com,,Salesforce
350895,,Brenda Lawrence,Family Office Manager,Cwa Asset Management Group,brenda@cwafgi.com,239-434-7434,Manual List Upload
11065905,Inactive Investor,Chester Zielinski,,"Transamerica Financial Advisors, Inc Austin TX 1106 Clayton Ln",chester.zielinski@transamerica.com,,Salesforce
9632609,,Ankitha H S,,,ankitha.hs@decimalpointanalytics.info,,List import
11108865,Inactive Investor,Rebecca Van Den Berg,Shareholder,Century Management Financial Advisors,,,Salesforce
10806720,Inactive Investor,Jeffrey Liang,Relationship Manager,Morgan Stanley San Francisco CA 221 Main St,,,Salesforce
9643323,,R Took,,,privacyeye@gmail.com,,List import
11185199,Inactive Investor,Scott Anstine,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,scott_anstine@glic.com,,Salesforce
10949673,Inactive Investor,Evan Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9630380,,sherkhan k,,,sherkhanjobs@gmail.com,,List import
10944058,Inactive Investor,Richard Ascalon,Private Client Advisor,J.P. Morgan Securities LLC Folsom CA 2750 E Bidwell St,richard.ascalon@jpmorgan.com,,Salesforce
48941,,Phillip Riley,Financial Professional,"MML Investors Services, LLC",pdr@financialguide.com,717-791-3300,
10906716,Inactive Investor,Alexander Pereira,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",alexander.pereira@ml.com,,Salesforce
160566,,Mamadou Ly,,[Unknown],limbagnick@gmail.com,,
10944146,Inactive Investor,Adam Siegelin,Financial Advisor,Edward Jones Gas City IN 201 W Main St,adam.siegelin@edwardjones.com,,Salesforce
81215,,John Lewis,Managing Member And Chief Compliance Officer,"New Albany Capital Partners, Llc",john@newalbanycapital.com,614-441-9999,Manual List Upload
231579,, -,,[[Unknown]],bobfranco@yahoo.com,,
10842657,Inactive Investor,Emerson Brown,Financial Advisor,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",emerson.brown@raymondjames.com,,Salesforce
11119759,Inactive Investor,James Cotturone,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",jim.cotturone@ampf.com,,Salesforce
339874,,Frank Griffith,Member Retired,Financial Directions Llc,frankathy@hotmail.com,520-408-7777,Manual List Upload
11263941,Inactive Investor,Dana D'Ambrosio,Enterprise RIA - Business Development,"iCapital, LLC",,617-542-8700,Salesforce
10967944,Inactive Investor,Courtney Dutt-Mazumder,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10995899,Inactive Investor,Benjamin Casselberry,Financial Advisor,"Packerland Brokerage Services, Inc. Eagle River WI 633 N Railroad St",benc@packerlandbrokerage.com,,Salesforce
10832392,Inactive Investor,Michael Scott,,Sigma Financial Corporation Toledo OH 18 N Saint Clair St,mscott@sigmarep.com,,Salesforce
11175673,Inactive Investor,Nicholas Sumpter,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",nicholas.sumpter@schwab.com,,Salesforce
10942579,Inactive Investor,Rajesh Chundi,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Morrisville NC 630 Davis Dr",rajesh.chundi@tfaconnect.com,,Salesforce
10966068,Inactive Investor,Brett Williams,Partner;Wealth Advisor,Corient Houston TX 2929 Allen Pkwy,brett.williams@corient.com,,Salesforce
10828760,Inactive Investor,Thomas Cordes,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,thomas.cordes@ubs.com,,Salesforce
10777223,Inactive Investor,Stephen Lynch,Chief Compliance Officer;President,Steve Lynch Wealth Management,,,Salesforce
10974107,Inactive Investor,Nicholas Amodio,,LPL Financial LLC Westlake Village CA 2829 Townsgate Rd,nicholas.amodio@lpl.com,,Salesforce
9622727,,Bert Maldonado,,,bertm84@gmail.com,,List import
609,,,,,nickharris@250ok-mail.net,,
9632212,,Michael Boulton,,,boulton2@pacbell.net,,List import
171104,,Felix Clasener,,[Unknown],f.clasener@protonmail.com,,Paid Social
11146429,Inactive Investor,Justin Cox,Financial Advisor;Financial Planning Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,justin.cox@morganstanley.com,,Salesforce
10951886,Inactive Investor,Gene Serrell,Private Client Advisor,J.P. Morgan Securities LLC North Richland Hills TX 8901 N Tarrant Pkwy,,,Salesforce
11201346,Inactive Investor,Richard Widner,Financial Advisor,Edward Jones Cullman AL 1700 Cherokee Ave SW,richard.widner@edwardjones.com,,Salesforce
11108387,Inactive Investor,Curtis Wyrtzen,,"Lion Street Financial, LLC Boston MA 75 Arlington St",cwyrtzen@lionstreet.com,,Salesforce
9545931,,John Steverding,,,jsteverding@voyafa.com,,List import
10657973,,Steven Mengyan,,,steve.mengyan@nm.com,,List Import
10917031,Inactive Investor,Marilyn Soffer,Member,"EMK Investment Advisors, LLC",,,Salesforce
11064557,Inactive Investor,Dorothy Kaiser,,"Stifel, Nicolaus & Company, Incorporated Poughkeepsie NY 2515 South Rd",,,Salesforce
10851062,Inactive Investor,Timothy Wetherington,Wealth Manager,Synergy Investment Management LLC,,,Salesforce
245955,,Not Provided,cosultant,WBG,yjsunny12@gmail.com,,Manual List Upload
11070185,Inactive Investor,Thomas Roffers,,"Sanford C. Bernstein & Co., LLC Minneapolis MN 225 S 6th St",thomas.roffers@bernstein.com,,Salesforce
11140158,Inactive Investor,Kevin Parks,,Cetera Investment Services LLC Birmingham AL 2050 Parkway Office Cir,,,Salesforce
10848058,Inactive Investor,Michael Morrell,Financial Advisor,LPL Financial LLC Maryville TN 636 W Lamar Alexander Pkwy,mike.morrell@lpl.com,,Salesforce
10798940,Inactive Investor,Robert Northcut,,"Ameritas Investment Company, LLC Mckinney TX Private Residence",robert.northcut@ameritas.com,,Salesforce
11260219,Inactive Investor,Michael Amodio,,Jefferies LLC Charlotte NC 4201 Congress St,,,Salesforce
10947954,Inactive Investor,Mackenzie Draganchuk,Client Service Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,mackenzie.fox@ubs.com,,Salesforce
9595181,,Kara Wright,,,kwright@valeofinancial.com,,List import
10852362,Inactive Investor,Wade Hoffman,Chief Compliance Officer;Founder;Partner,"Avantra Family Wealth, Inc.",wade_hoffman@avantrafamilywealth.com,,Salesforce
10618203,,Richard Madal,,,richard.madal@thrivent.com,,List Import
9615358,,Graham Howard,,,graham.r.howard@gmail.com,,List import
10928360,Inactive Investor,Victor Halpert,,"The Benchmark Company, LLC",vhalpert@benchmarkcompany.com,,Salesforce
11047719,Inactive Investor,Joanne Vong,,"Transamerica Financial Advisors, Inc Milpitas CA 691 S Milpitas Blvd",joanne.chau@tfaconnect.com,,Salesforce
11087692,Inactive Investor,Blanche Cheeley,Financial Planner,"Pruco Securities, LLC. Greensboro NC 318 S Eugene St",blanche.cheeley@prudential.com,,Salesforce
11060805,Inactive Investor,Matthew Gaffey,,"Spire Securities, LLC",,,Salesforce
11221359,,David Lewis,,,dlewis@financialnortheastern.com,,List Import
11217895,,Foram Vaidya,,,foram.vaidya@jpmorgan.com,,List Import
10768200,Inactive Investor,Stephen Burcham,,"Avantax Investment Services, Inc. Huntington WV 522 1st St",,,Salesforce
11206016,Inactive Investor,John Clower,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Salt Lake City UT 2750 E Cottonwood Pkwy",john.clower@raymondjames.com,,Salesforce
10807077,Inactive Investor,Alfonzo Smith,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",alfonzo.smith@ml.com,,Salesforce
10953380,Inactive Investor,Mark Mitchell,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,,,Salesforce
11232856,Inactive Investor,John Geffert,,"World Investments, Inc. Plymouth MA 40 Court St",,,Salesforce
9639757,,Christopher Dalto,,,cdalto@montisfinancial.com,,List import
11152747,Inactive Investor,Alfredo Sanchez,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",alfredo.sanchez@valic.com,,Salesforce
10882937,Inactive Investor,Dalton Waldrop,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",dalton.waldrop@ml.com,,Salesforce
11182034,Inactive Investor,Stephen Thomas,Financial Advisor,LPL Financial LLC Asheville NC 1 Town Square Blvd,stephen.thomas@lpl.com,,Salesforce
10792088,Inactive Investor,Beth Funkhouser,,LPL Financial LLC Saint Paul MN 14800 Galaxie Ave,beth.funkhouser@lpl.com,,Salesforce
11210845,Inactive Investor,Dana Morton,Financial Advisor,LPL Financial LLC Rohnert Park CA Private Residence,dana.morton@lpl.com,,Salesforce
11219486,,Shannon Britt,,,sbritt@moneyconcepts.com,,Other
10643988,,Byron Ramult,,,byron.ramult@lpl.com,,List Import
11094546,Inactive Investor,Ellaina Madera,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11169397,Inactive Investor,Michael Marinbakh,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",michael.marinbakh@prudential.com,,Salesforce
213361,,Barbara Willen,,[Unknown],babsthekd@gmail.com,,source
11031843,Inactive Investor,Stan Cribbs,,"Farmers Financial Solutions, LLC Lubbock TX 4101 84th St",scribbs@farmersagent.com,,Salesforce
9600494,,Steve Race,,,darcy.race@btinternet.com,,List import
10876834,Inactive Investor,Michael Sofka,Senior Vice President,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",michael.sofka@raymondjames.com,,Salesforce
242041,,Hugo Calenzani,Chief Investment Officer,MG&A Wealth,hugo@mgawealth.com,,Event
10923521,Inactive Investor,Jack Dehner,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
339952,,Jennifer Yap,Portfolio Manager,"LDR Capital Management, LLC",jyap@ldrcapitalmgmt.com,646-927-5800,Manual List Upload
10918867,Inactive Investor,David Worley,Managing Member,"Bison Financial Group, LLC",,,Salesforce
11234277,Inactive Investor,Steven Lachenauer,,"Feldstein Financial Group, LLC",,,Salesforce
9647065,,Kathy Wall,Insurance Agent,State Farm Investment Management Corp.,kathy.wall.gbfd@statefarm.com,,List import
11046523,Inactive Investor,Adam Webber,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10486505,,Jeffrey Benson,Financial Professional,"MML Investors Services, LLC",jeffreybenson@financialguide.com,,List Import
10813022,Inactive Investor,Jeremy Mesches,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Phoenix AZ 12641 N Tatum Blvd",jeremy.h.mesches@wellsfargo.com,,Salesforce
86483,,Khoi Vo,,Canada,cory.vo@gmail.com,,
11052934,Inactive Investor,Rakesh Bhardwaj,,"MML Investors Services, LLC",rbhardwaj@massmutual.com,,Salesforce
10820515,Inactive Investor,Jerome Williams,Financial Planner;Financial Services Representative;Investment Advisor Representative,LPL Financial LLC Tarrytown NY 120 White Plains Rd,jerome.williams@lpl.com,,Salesforce
9596403,,John Hanson,,,jhanson@riverstoneadvisors.com,,List import
10831279,Inactive Investor,John Chahine,Financial Advisor,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,john.chahine@morganstanley.com,,Salesforce
10866595,Inactive Investor,Shannon McKeehan,Senior Financial Advisor,Commonwealth Financial Network Austin TX 8601 Ranch Road 2222,smckeehan@commonwealth.com,,Salesforce
11084601,Inactive Investor,Michelle Ruiz,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,michelle.ruiz@morganstanley.com,,Salesforce
11141292,Inactive Investor,Austin Hilger,,Fidelity Brokerage Services LLC,,,Salesforce
10968010,Inactive Investor,Clay Mactarnaghan,Financial Advisor;Senior Representative,PFS Investments Inc. State College PA 3006 Research Dr,clay.mactarnaghan@primerica.com,,Salesforce
11126658,Inactive Investor,Gustavo Colomina,,Jefferies LLC Miami FL 1450 Brickell Ave,gcolomina@jefferies.com,,Salesforce
10612157,,Brett Vetensky,"Financial Advisor, Senior Vice President - Wealth Management",,bmwealthadvisorygroup@janney.com,,List Import
11043476,Inactive Investor,Kellianne Culloty,,Vanguard Marketing Corporation,kellianne_culloty@vanguard.com,,Salesforce
10661415,,Charles Kiker,,,keithkiker@ekanda.com,,List Import
10954974,Inactive Investor,Christelle Tsalefackennangepsetedom,Relationship Banker,"Wells Fargo Clearing Services, LLC Sterling VA 21361 Epicerie Plz",,,Salesforce
10487948,,Chad Runnels,Director,"RBC Capital Markets, LLC",chadrunnels@gmail.com,,List Import
10883818,Inactive Investor,Tarek Hussain,,Network 1 Financial Securities Inc. Pompano Beach FL 440 E Sample Rd,,,Salesforce
10851986,Inactive Investor,Eric Schmook,Member,"Hayes Wealth Advisors, LLC Dunwoody GA 4965 Leisure Vly",,,Salesforce
10885966,Inactive Investor,Zarko Ivanov,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Gainesville FL 5464 NW 43rd St,zarko.ivanov@jpmorgan.com,,Salesforce
10942559,Inactive Investor,Andrew Hedlund,,State Farm VP Management Corp. Rogers MN 21201 John Milless Dr,andrewhedlund@statefarm.com,,Salesforce
9631823,,Michael Morse,,,mikemmorse1@outlook.com,,List import
11025701,Inactive Investor,Ashley Rose,,"Prudential Annuities Distributors, Inc",ashley.rose@prudential.com,,Salesforce
123162,,Jennifer Foster,"Director, Member, Executive Vice President, Co-Chief Investment Officer","Chilton Investment Company, Llc",jfoster@chiltoninc.com,1-646-443-7816,Manual List Upload
9630197,,Joshua Lee,,,jh.lee951@gmail.com,,List import
11159390,Inactive Investor,Tyler Ewen,,"Kestra Investment Services, LLC Battle Creek MI 500 Country Pine Ln",,,Salesforce
10946346,Inactive Investor,Nicolas Labiento,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",nicolas.labiento@nm.com,,Salesforce
10950614,Inactive Investor,Kimberly Baldini-Janke,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10506138,,Mark Bailey,Financial Advisor,Edward Jones,mark.t.bailey@edwardjones.com,281-412-6736,List import
10950435,Inactive Investor,Adam Swiger,Financial Planning Specialist,"Ameriprise Financial Services, LLC Middlebury CT 835 Straits Tpke",adam.swiger@ampf.com,,Salesforce
9582647,,Bryant Johnson,,,bryant.johnson@valic.com,,List import
10644670,,Bradley Neill,,,bradley.neill@macquarie.com,,List Import
11041792,Inactive Investor,Chelsea Durant,,J.P. Morgan Securities LLC North Canton OH 219 N Main St,chelsea.durant@jpmorgan.com,,Salesforce
11188061,Inactive Investor,Harvey Pullen,,"First Command Brokerage Services, Inc. Odenton MD 2288 Blue Water Blvd",hlpullen@firstcommand.com,,Salesforce
10854760,Inactive Investor,David Rakestraw,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",david.rakestraw@truist.com,,Salesforce
10756285,Inactive Investor,Scott Shirley,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",scott.a.shirley@ml.com,,Salesforce
10875427,Inactive Investor,Karen Klenk,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",karen.klenk@ampf.com,,Salesforce
11195121,Inactive Investor,Ashley McNeal,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11168747,Inactive Investor,Siddharth Hariharan,,Rothschild & Co US Inc. Santa Monica CA 1299 Ocean Ave,,,Salesforce
9613021,,Gregory Hosbein,,,ghosbein@sbhic.com,,List import
10972230,Inactive Investor,William Smith,,Goldman Sachs & Co.,,,Salesforce
11091135,Inactive Investor,Gerald Eisenshtadt,,NYLIFE Securities LLC West Bloomfield MI 6573 Alden Dr,geisenshtadt@ft.newyorklife.com,,Salesforce
11170065,Inactive Investor,Estarlin Roche,,J.P. Morgan Securities LLC Monmouth Junction NJ 4180 US Hwy 1,estarlin.roche@chase.com,,Salesforce
10792159,Inactive Investor,James Barbara,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,jbarbara@jefferies.com,,Salesforce
11054766,Inactive Investor,John Lawrence,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,,,Salesforce
9623927,,Dylan Sy,,,dylansy123@gmail.com,,List import
10892079,Inactive Investor,Savanna Steed,Regional Supervision Director,"Osaic Wealth, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",savanna.steed@triad-advisors.com,,Salesforce
11090716,Inactive Investor,Brian Berryman,Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Gainesville FL 5001 Celebration Pointe Ave",brian.berryman@tiaa.org,,Salesforce
9597066,,Thomas Griffith,,,tgriffith@citlon.com,,List import
10818334,Inactive Investor,Matthew Elkin,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",matthew.elkin@ampf.com,,Salesforce
11179656,Inactive Investor,Eric Glasband,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",eric.glasband@rbc.com,,Salesforce
10755479,Inactive Investor,Athanacia Frey,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Kalamazoo MI 555 W Crosstown Pkwy,athanacia.frey@opco.com,,Salesforce
10487191,,Catherine Locke,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",cathy.locke@ml.com,,List Import
10782596,Inactive Investor,Patrick Mullins,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,patrick.mullins@fidelity.com,,Salesforce
11059199,Inactive Investor,Clifford Jarvis,,"Cambridge Investment Research, Inc. Farmington CT 74 Batterson Park Rd",,,Salesforce
10831510,Inactive Investor,James Sessoms,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,jim.sessoms@morganstanley.com,,Salesforce
10832265,Inactive Investor,Allen Turner,President,"Turner Financial Services, Inc.",,,Salesforce
9542044,,Blake Tucker,,,blaketucker21@gmail.com,,List import
11126441,Inactive Investor,Chad Parmenter,Financial Planner,"Osaic Wealth, Inc. Kirkland WA 4030 Lake Washington Blvd NE",,,Salesforce
10798142,Inactive Investor,John Porter,Financial Advisor;Portfolio Management Director;Senior Vice President;Vice President,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,john.porteriii@morganstanley.com,,Salesforce
236089,, -,,[[Unknown]],ivanocioncoloni@libero.it,,
11078369,Inactive Investor,Jennifer Gibson,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Little Rock AR 36 Rahling Cir",jennifer.gibson@ampf.com,,Salesforce
11236966,Inactive Investor,Darren Blair,,Western Wealth Management LLC Denver CO 10600 W Alameda Ave,,,Salesforce
10910750,Inactive Investor,Katherine Calabria,,"Manning & Napier Investor Services, Inc.",kcalabria@manning-napier.com,,Salesforce
10881520,Inactive Investor,Brian Drumgoole,Financial Advisor,LPL Financial LLC Jarrettsville MD 3709 Federal Hill Rd,brian.drumgoole@lpl.com,,Salesforce
11022108,Inactive Investor,David Ortiz,,J.P. Morgan Securities LLC Miami FL 2830 N Miami Ave,david.ortiz@jpmorgan.com,,Salesforce
11133746,Inactive Investor,Larry Hallam,,"Allstate Financial Services, LLC Huntsville TX 64 State Hwy 75 N",larryhallam@allstate.com,,Salesforce
10839594,Inactive Investor,Michael Fish,Financial Advisor,Commonwealth Financial Network Marlboro NJ 49 Circle -520,,,Salesforce
11092174,Inactive Investor,Geoffrey Dorn,,Country Capital Management Company Portland OR 1468 NE Alberta St,geoffrey.dorn@countryfinancial.com,,Salesforce
10487687,,Fred Ebrahemi,Director,Trinitas Capital Management,febrahemi@clearlake.com,,List Import
10872116,Inactive Investor,Ricardo Flores,Supervisory Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,ricardo.flores@lpl.com,,Salesforce
11024390,Inactive Investor,Elizabeth Berry,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,liz.berry.tz1k@statefarm.com,,Salesforce
10861074,Inactive Investor,Nigel Grant,Financial Advisor,Edward Jones Colorado Springs CO 6160 Tutt Blvd,nigel.grant@edwardjones.com,,Salesforce
11110934,Inactive Investor,Tamara Ward,Principal,IWP Wealth Management LLC,,,Salesforce
11088170,Inactive Investor,David Szafranski,Chief Compliance Officer;Director - Financial Planning;Member;Principal,Edgewater Pro Sports Financial,,,Salesforce
10948391,Inactive Investor,Chung Sing,Chief Compliance Officer;Managing Partner,Applied Derivative Research,csing@adrgm.org,,Salesforce
10890478,Inactive Investor,Marynor Bautista,,"Transamerica Financial Advisors, Inc Glendale CA 425 W Broadway",nor.bautista@tfaconnect.com,,Salesforce
10837959,Inactive Investor,Billy Uzzell,Financial Advisor,Andrew Garrett Inc.,buzzell@andrewgarrett.com,,Salesforce
10849873,Inactive Investor,Gerald Delon,Owner,"Gerald L. Delon, PhD",,,Salesforce
10768063,Inactive Investor,Jeffrey Silver,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence Township NJ 133 Franklin Corner Rd",jeffrey.m.silver@ampf.com,,Salesforce
10915212,Inactive Investor,Michael Solari,Financial Planner;Principal,"Solari Financial Planning, LLC Goffstown NH PO Box 416",michael@solarifinancial.com,,Salesforce
10755174,Inactive Investor,Mark Nelson,Financial Advisor,Edward Jones Meridian ID 3325 W Cherry Ln,mark.nelson@edwardjones.com,,Salesforce
6732812,,erser dfgdxfhsdf,,,amamura@gmail.com,,Web Form Fillout
11192975,Inactive Investor,Richard Marteeny,,State Farm VP Management Corp. Edwardsville IL 326 S Buchanan St,richardmarteeny@statefarm.com,,Salesforce
9565697,,Marc Haiar,,,marc.haiar@securitiesamerica.com,,List import
10862569,Inactive Investor,Daniel Mirandi,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
206157,,YUNFAN YUE,CRYPTO REPORTER,DOW JONES,yy2730@nyu.edu,9293192347,
10977298,Inactive Investor,Zachary Miske,,LPL Financial LLC Bozeman MT 202 W Main St,zachary.miske@lpl.com,,Salesforce
752,,,,,tedturner250@gmail.com,,
11079114,Inactive Investor,Carl Blau,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11202703,Inactive Investor,David Stieh,Chief Operating Officer;Chief Operations Officer;Partner;Regulatory Contact,Client 1st Advisory Group,dave@c1ag.com,,Salesforce
10913575,Inactive Investor,Brendan Keenan,,Fidelity Brokerage Services LLC,,,Salesforce
10947853,Inactive Investor,Robert Finn,Private Client Banker,J.P. Morgan Securities LLC Farmington MI 33200 W 12 Mile Rd,robert.x.finn@chase.com,,Salesforce
236864,, -,,[[Unknown]],georgemontes@msn.com,,
11141320,Inactive Investor,Jason Asp,,Country Capital Management Company Aurora CO 3300 S Parker Rd,jason.asp@countryfinancial.com,,Salesforce
9556740,,SEN BEN,,,ufhsszqnsryh@spacehotline.com,,List import
9584756,,Melinda Frontado,,,mfrontado@eveshamcapital.com,,List import
11185258,Inactive Investor,Robert Wayland,,"Cambridge Investment Research, Inc. Clearwater FL 905 S Fort Harrison Ave",,,Salesforce
11000175,Inactive Investor,Paul Hill,Associate Advisor,"NorthRock Partners, LLC",pj.hill@northrockpartners.com,,Salesforce
9600235,,James Skjong,,,james.skjong@ullandinvestment.com,,List import
10901627,Inactive Investor,Christopher Bohonyi,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",christopher.bohonyi@nm.com,,Salesforce
10859716,Inactive Investor,Charles Barkmeier,Financial Advisor;Founder;Managing Director;Partner,"Gainline Financial Partners, LLC",charles@gainlinecapital.com,,Salesforce
237410,, -,,[[Unknown]],tamclem106@gmail.com,,
10816600,Inactive Investor,Anne Curci,Partner;Regional Vice President,PFS Investments Inc. Newburgh NY 1662 Rte 300,anne.curci@primerica.com,,Salesforce
9570922,,Lawrence Messina,"Senior Vice President, Wealth Advisor",Hilltop Securities Inc.,lawrence.messina@hilltopsecurities.com,,List import
11083749,Inactive Investor,Williams Butcher,,"Independent Financial Group, LLC Kemah TX Private Residence",,,Salesforce
11068236,Inactive Investor,Justin Barrett,Financial Advisor,Edward Jones Hamilton OH 1505 Millville Ave,justin.barrett@edwardjones.com,,Salesforce
33128,,Tina Dandry-Mayes,Financial Advisor,Eagle Strategies LLC,tcavalier@ft.newyorklife.com,504-569-0512,
9582423,,Dominick Barbieri,,,dbarbieri@palladiumequity.com,,List import
11080307,Inactive Investor,Toron Brown,,PFS Investments Inc. Milwaukee WI 2778 S 35th St,brown.toron@primerica.com,,Salesforce
9591737,,Dani Setiawan,,,danione70@gmail.com,,List import
9622007,,Ben Beltrami,,,benbeltrami@googlemail.com,,List import
11094547,Inactive Investor,Charley Porter,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,todd.t.porter@fmr.com,,Salesforce
11193924,Inactive Investor,Iain Eldredge,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Vice President,Morgan Stanley Portland ME 100 Middle St,iain.eldredge@morganstanley.com,,Salesforce
11070797,Inactive Investor,Andrew Yang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9623118,,William Pangas,,,william@milcomvp.com,,List import
10897594,Inactive Investor,Matthew Branstrom,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",matt.branstrom@ml.com,,Salesforce
10995682,Inactive Investor,Robert Hough,Associate Wealth Manager,Milestone Wealth,robert@milestonewealthusa.com,,Salesforce
11124725,Inactive Investor,Colby Knight,Associate,Thrivent Investment Management Inc.,colby.knight@thrivent.com,,Salesforce
11110867,Inactive Investor,Ryan Gibbons,Registered Client Associate,"RBC Capital Markets, LLC Palos Heights IL 7420 W College Dr",ryan.gibbons@rbc.com,,Salesforce
11083292,Inactive Investor,Paul Levine,,"Osaic Wealth, Inc. Lincolnwood IL 6530 N Christiana Ave",plevine@royalaa.com,,Salesforce
9641590,,James Stewart,,,guardingofall@aol.com,,List import
11169800,Inactive Investor,Christopher Domgard,,"Raymond James Financial Services, Inc. Lincoln NE 2935 Pine Lake Rd",christopher.domgard@raymondjames.com,,Salesforce
11094997,Inactive Investor,Stephanie O'Donnell,Chief Compliance Officer;Director;Office Manager;Senior Vice President;Treasurer,O'Donnell Wealth Management Cody WY 1306 Sheridan Ave,stephanie@odonnellwm.com,,Salesforce
10833163,Inactive Investor,Jonathan Tellez Freer,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jonathan.tellezfreer@ubs.com,,Salesforce
11212344,Inactive Investor,Benjamin Lievestro,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",bnlievestro@firstcommand.com,,Salesforce
10945128,Inactive Investor,William Swecker,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
11157485,Inactive Investor,Petra Dunn,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",petra_dunn@ml.com,,Salesforce
11092503,Inactive Investor,Beverly Jaconia,,"Wells Fargo Clearing Services, LLC Mahwah NJ 177 Franklin Tpke",beverly.jaconia@wellsfargo.com,,Salesforce
9586284,,Anas Sariyah,,,nobgamers07@gmail.com,,List import
10755227,Inactive Investor,Shane Hart,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Scranton PA 1152 Commerce Blvd",,,Salesforce
10922624,Inactive Investor,Uriah Williams,Financial Advisor,"INTELUS Advisory Group, LLC",,,Salesforce
4928155,,mak bin,,,teleti5342@cadolls.com,,Web Form Fillout
10932619,Inactive Investor,David Black,,USA Financial Securities LLC,,,Salesforce
10800910,Inactive Investor,Darren Shockey,,"First Command Brokerage Services, Inc.",dtshockey@firstcommand.com,,Salesforce
202581,,Enée Bussac,,[Unknown],enee@eneeb.eu,,
11039936,Inactive Investor,Graham Campbell,Executive Partner;Member,"Tabula Rasa Advisors, LLC",gcampbell@tabularasaadvisors.com,,Salesforce
11089744,Inactive Investor,Charles McAveney,,State Farm VP Management Corp. Havertown PA 129 N Eagle Rd,,,Salesforce
11106939,Inactive Investor,Nathan Trenholm,Financial Advisor,"Per Stirling Capital Management, LLC",ntrenholm@perstirling.com,,Salesforce
10918175,Inactive Investor,Robert Carnahan,,PFS Investments Inc. Springfield IL 2815 Old Jacksonville Rd,robert.carnahan@primerica.com,,Salesforce
11107609,Inactive Investor,Michael Masterson,Chief Compliance Officer;Founder;Manager,Masterson Investment Counsel,mike@mastersoninv.com,,Salesforce
10615721,,James Ludwig,,,jludwig@lincolninvestment.com,,List import
11023217,Inactive Investor,Brian Sanders,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,briansanders@statefarm.com,,Salesforce
11123559,Inactive Investor,James Lombardo,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",james.lombardo@ampf.com,,Salesforce
10613815,,William Lai,Senior Financial Advisor,,william.lai@wellsfargoadvisors.com,,List Import
9568043,,Alexander Makarov,,,alekmaka@gmail.com,,List import
10843127,Inactive Investor,Brian Jennison,President;Principal,"Paysse Jennison Financial Advisors, Paysse Jennison Mercer Island WA 9311 SE 36th St",brian@payssejennison.com,,Salesforce
11159534,Inactive Investor,Jane Lisitsyn,Client Relationship Specialist,The Huntington Investment Company,jane.lisitsyn@huntington.com,,Salesforce
10811552,Inactive Investor,Stephen Hill,Chief Compliance Officer;Manager,"Eagle Financial Advisors, LLC",,,Salesforce
11117137,Inactive Investor,Sharon Kane,,PFS Investments Inc. New London CT 193 Hempstead St,sharon.kane@primerica.com,,Salesforce
11194925,Inactive Investor,Jonathan Zaldana,,"Farmers Financial Solutions, LLC San Leandro CA 3055 Alvarado St",,,Salesforce
4327777,,Andrew White,,,edbertmarson@gmail.com,,Web Form Fillout
11233331,Inactive Investor,Andrew Kuhtik,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",,,Salesforce
11012185,Inactive Investor,Samantha Murphy,Financial Advisor,"Pruco Securities, LLC. Cincinnati OH 3 Crowne Point Ct",samantha.murphy@prudential.com,,Salesforce
10766833,Inactive Investor,Troy Pinkelman,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,troy.pinkelman@morganstanley.com,,Salesforce
219746,,John Cornett,,[Unknown],jj.cornett@gmail.com,,
10971082,Inactive Investor,Caroline Mahoney,,NYLIFE Securities LLC Charleston SC 105 Wappoo Creek Dr,ctmahoney01@ft.newyorklife.com,,Salesforce
10887708,Inactive Investor,Tiffani Leary,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",tiffani.leary@schwab.com,,Salesforce
11085004,Inactive Investor,Brandon Zelhart,,"RBC Capital Markets, LLC",,,Salesforce
10985027,Inactive Investor,Steve Manzano,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10806558,Inactive Investor,Wing Sze Wincy Yung,Authorized Officer;Client Service Associate,UBS Financial Services Inc. San Francisco CA 555 California St,wincyw.yung@ubs.com,,Salesforce
11177298,Inactive Investor,Samuel Reynolds,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11046025,Inactive Investor,Christopher Budd,,"Madison Avenue Securities, LLC Summit NJ 45 River Rd",,,Salesforce
9603900,,Josh Barkhordar,,Genesis,jbarkhordar@genesistrading.com,,List import
9625157,,Nicholas Dowell,,,ndowell@massmutual.com,,List import
10799761,Inactive Investor,Peter Fox,,State Farm VP Management Corp. Kansas City MO 9332 N Oak Trfy,,,Salesforce
9633879,,John dole,,,jon@hotmail.com,,List import
9553777,,Richard Honeck,,,rbhj44@gmail.com,,List import
10646023,,Shaun Pesce,,,shaun.pesce@marshmma.com,,List Import
9608286,,Jack Miceli,,,angels1606@aol.com,,List import
9627732,,Omar Mian,,,omar@compasscapital.com,,List import
11155966,Inactive Investor,Benjamin Cason,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",ben.cason@schwab.com,,Salesforce
11110201,Inactive Investor,Anthony Vasile,Financial Advisor;Investment Advisor,Pine Valley Investments,avasile@pinevalleyinvestments.com,,Salesforce
9607347,,Sandra Simpson,,,sandra.simpson@wfadvisors.com,,List import
11070573,Inactive Investor,Kennoe Dottery,,J.P. Morgan Securities LLC Slidell LA 1943 Gause Blvd E,kennoe.s.dottery@jpmorgan.com,,Salesforce
11118085,Inactive Investor,Stewart Perry,Financial Professional,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",stewart.perry@prudential.com,,Salesforce
10617825,,Carl Anderson,,,carl.r.anderson@ml.com,,List Import
9564290,,Robert Mule,,,rmule@rsmfinancial.com,,List import
10979821,Inactive Investor,Yesenia Romero,,PFS Investments Inc. Turlock CA 321 S Thor St,primeducator.esponiza@primerica.com,,Salesforce
11125037,Inactive Investor,Ireneo Abot,,"Wells Fargo Clearing Services, LLC Citrus Heights CA 6047 Sunrise Blvd",ireneo.abot@wellsfargoadvisors.com,,Salesforce
11026839,Inactive Investor,John Mancinotti,Wealth Manager,Everhart Advisors,,,Salesforce
11200758,Inactive Investor,Horacio Hermosillo,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,hhermosillo@primerica.com,,Salesforce
9591314,,Ryan Hidayat,,,pengensukses7591@gmail.con,,List import
11203146,Inactive Investor,Jorge Cortes,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Managing Member,Terrafort Capital LLC,jc@terrafortcapital.com,,Salesforce
11090075,Inactive Investor,Robert Seaman,,"Cambridge Investment Research, Inc. Keene NH Private Residence",,,Salesforce
10883393,Inactive Investor,Patricia Kavanagh,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 333 S 7th St",patricia.kavanagh@wellsfargoadvisors.com,,Salesforce
10842500,Inactive Investor,Patrick Klenner,Financial Advisor,Thrivent Investment Management Inc. Holly MI Private Residence,patrick.klenner@thrivent.com,,Salesforce
11104187,Inactive Investor,Jack Bixler,Financial Advisor,"Ameriprise Financial Services, LLC Moorhead MN 1401 8th St S",jack.bixler@ampf.com,,Salesforce
11042359,Inactive Investor,James McManus,Financial Consultant,LPL Financial LLC Myrtle Beach SC 1360 Rue De Jean Ave,james.mcmanus@lpl.com,,Salesforce
11035172,Inactive Investor,Michael Bain,Financial Advisor,Edward Jones Cresskill NJ 300 Knickerbocker Rd,michael.bain@edwardjones.com,,Salesforce
10659023,,Kenneth Goldberger,,,kenneth.goldberger@raymondjames.com,,List Import
374629,,Helen Chu,,"Hightower Advisors, Llc",hchu@hightoweradvisors.com,(800) 780-9858,Salesforce
9415731,,SCS Team NYC,,"Casselton Partners, LP",scsteamnyc@scsfinancial.com,,List Import
3622013,,D H Austin,,,dha4913@gmail.com,,Web Form Fillout
11137916,Inactive Investor,Shaun Dennehy,Senior Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,sdennehy@rwbaird.com,,Salesforce
9611713,,Remi Piccioli,,,r.piccioli10@gmail.com,,List import
10829363,Inactive Investor,Paul Cooney,,"The Benchmark Company, LLC",pcooney@benchmarkcompany.com,,Salesforce
9648495,,Ralph Fogel,,,ralph.fogel@gmail.com,,List import
10897697,Inactive Investor,Peyton Coleman,Associate,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,peyton.coleman@jpmorgan.com,,Salesforce
334314,,Craig Weidenfeller,,Mercer Global Advisors Inc.,cweidenfeller@merceradvisors.com,,
10901440,Inactive Investor,Mickel Husted,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",mickel.d.husted@ml.com,,Salesforce
10532590,,David Wu,,,david@sudoresearch.com,,Web Form Fillout
10976377,Inactive Investor,Patrick Gallagher,Managing Director,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
349707,,Michelle Johnston,Director,"Tortoise Capital Advisors, L.l.c.",mjohnston@tortoiseadvisors.com,913-981-1020,Manual List Upload
9579654,,Mickey Byrd,,,mickey.byrd@lfg.com,,List import
10530767,,Lucas Tissier,,,lucas@lobster-protocol.com,,Web Form Fillout
11091579,Inactive Investor,William Rogers,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,william.rogers.nfa8@statefarm.com,,Salesforce
11213524,Inactive Investor,Robert Slimmon,Co-Founder;Founder,"NestEggs, Inc. Jacksonville FL 4745 Sutton Park Ct",rob@nesteggs.cc,,Salesforce
243346,,Teddy Fusaro,President,Bitwise,teddy@bitwiseinvestments.com,,Manual List Upload
10982249,Inactive Investor,Yi Wang,,J.P. Morgan Securities LLC Indianapolis IN 5701 Castle Creek Pkwy North Dr,yi.x2.wang@chase.com,,Salesforce
11209765,Inactive Investor,Damian Prajer,,LPL Financial LLC Fairfield CT 1177 Post Rd,damian.prajer@lpl.com,,Salesforce
10826393,Inactive Investor,Eric Keller,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Seneca SC Private Residence,eric.keller@opco.com,,Salesforce
11171387,Inactive Investor,Deanna Schaeffer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,deanna_schaeffer@vanguard.com,,Salesforce
10761396,Inactive Investor,Carl Laurella,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",carl_laurella@ml.com,,Salesforce
11006143,Inactive Investor,Josue Chavez,,"Intercam Securities, Inc.",jchavez@intercamus.com,,Salesforce
223914,,Michael Yodler,,[Unknown],myodler@gmail.com,,Organic Search
9563859,,George Howard,,,ghoward@cfiemail.com,,List import
10889964,Inactive Investor,Lauren Tinucci,Client Relationship Specialist,"Charles Schwab & Co., Inc. Garden City NY 600 Old Country Rd",lauren.tinucci@schwab.com,,Salesforce
10994748,Inactive Investor,Jeffrey Carrion,Relationship Banker,"Wells Fargo Clearing Services, LLC San Dimas CA 925 W Arrow Hwy",,,Salesforce
11166173,Inactive Investor,Jeremy Devin,,"Raymond James & Associates, Inc.",jeremy.devin@raymondjames.com,,Salesforce
1001295,Inactive Investor,Pavel Machalek,,SpaceKnow,pavel@spaceknow.com,,3rd Party Lead Gen
10644445,,Niall Cullinane,,,niall.cullinane@db.com,,List Import
11106065,Inactive Investor,Anton Bueschen,,The Jenkins Group,tbueschen@jenkinsgroup.net,,Salesforce
11190526,Inactive Investor,Benjamin Smith,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11141305,Inactive Investor,Andrew Beaugard,,PlanMember Securities Corporation Kansas City MO 3130 Broadway St,,,Salesforce
11099875,Inactive Investor,Michael Lent,Chief Financial Officer;Chief Investment Officer;Co-Chief Investment Officer;Partner,"Veris Wealth Partners, LLC",mlent@veriswp.com,,Salesforce
11079515,Inactive Investor,Jerri Burnett,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,jerri.burnett.ssm8@statefarm.com,,Salesforce
10792118,Inactive Investor,Shannon Harrington,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Little Rock AR 10825 Financial Centre Pkwy",shannon.harrington@tiaa.org,,Salesforce
10940744,Inactive Investor,Gregory Crane,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10862854,Inactive Investor,Anthony Sergio,Financial Advisor,"Hornor, Townsend & Kent, LLC Harleysville PA 388 Main St",,,Salesforce
220847,,John Kmetz,Digital Asset Product Manager,3CC,jkmetz@kent.edu,,Content
11114149,Inactive Investor,Daniel Chun,Financial Advisor;Insurance Planning Director;Workplace Advisor - Equity Compensation,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,daniel.chun@morganstanley.com,,Salesforce
152000,,Ross Leinweber,President And Chief Compliance Officer,Cedar Road Capital Llc,rleinweber@cedarroadcapital.com,773-317-7539,Organic Search
373944,,thomas walsh,,[Unknown],tomwalsh4@comcast.net,,source
10982637,Inactive Investor,Jennifer Trimboli,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",jennifer.trimboli@empower.com,,Salesforce
10753914,Inactive Investor,Drew Armstrong,,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,,,Salesforce
10917366,Inactive Investor,John Wofford,Financial Advisor,LPL Financial LLC Victoria TX 1717 N Laurent St,john.wofford@lpl.com,,Salesforce
162429,,Pat Quinn,,[Unknown],fpq333@gmail.com,,Direct
11146168,Inactive Investor,Mary Mccafferty,Client Service Associate,Morgan Stanley Ridgefield CT 90 Grove St,mary.mccafferty@morganstanley.com,,Salesforce
336808,,Patrick Ross,Member,"Rossjohnson & Associates, Llc",pat@rossjohnsonweb.com,763-560-2127,Manual List Upload
10784683,Inactive Investor,Olubukunola Coker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",olubukunola_coker@ml.com,,Salesforce
9592401,,bobby mcgee,,,bobbymcgee1960@hotmail.com,,List import
11111379,Inactive Investor,Antonio Palenzuela,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",antonio.palenzuela@schwab.com,,Salesforce
10778648,Inactive Investor,George Famiglio,,"Avantax Investment Services, Inc. Sarasota FL 1634 Main St",,,Salesforce
11002460,Inactive Investor,Michael Henry,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
9644369,,Ian Duffy,,,i.duffy@icloud.com,,List import
10754191,Inactive Investor,Nathan Kinard,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",nathan.kinard@nm.com,,Salesforce
347628,,Andrew Freedberg,Senior Managing Director,First Manhattan Co,afreedberg@firstmanhattan.com,212-756-3300,Manual List Upload
10825684,Inactive Investor,Anthony Bonacci,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,anthony.bonacci@morganstanley.com,,Salesforce
10756592,Inactive Investor,Joanna Eyere,Assistant Vice President;Financial Advisor;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",joanna.eyere@ml.com,,Salesforce
11203753,Inactive Investor,Ravi Raj,,Goldman Sachs & Co.,,,Salesforce
10979540,Inactive Investor,Jacob Lopez,Vice President,Arvest Wealth Management Tulsa OK 502 S Main St,jlopez@arvest.com,,Salesforce
10939457,Inactive Investor,Ryan Johnson,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11137880,Inactive Investor,Ashley Stien,,"FBL Marketing Services, LLC",ashley.stien@fbfs.com,,Salesforce
9639954,,Sandi Wilkens,,,sandra.wilkens@allina.com,,List import
9571842,,Robert Vay,,,rvay@highfallsadvisors.com,,List import
11058147,Inactive Investor,Sandra Adame-Hernandez,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",sandra.adame@truist.com,,Salesforce
9605555,,sfsdf fssdf,,,sdfsdf@gmail.com,,List import
10786912,Inactive Investor,John Jeffries,Member;Partner,"Wilkins Miller Wealth Management, LLC",jjeffries@wilkinsmiller.com,,Salesforce
10983759,Inactive Investor,Irene Girgis,,"Allstate Financial Services, LLC Baldwin Park CA 4113 Maine Ave",irenegirgis@allstate.com,,Salesforce
9636181,,Luke Corrado,,,lcorrado@bersonandcorrado.com,,List import
11010087,Inactive Investor,Amanda Kesler,Principal,"M Holdings Securities, Inc. Bethlehem PA 74 W Broad St",,,Salesforce
10613435,,Robert Young,"Senior Financial Advisor, Senior Vice President",,ryoung1089@aol.com,,List Import
11050137,Inactive Investor,Larry Faulkner,,Park Avenue Securities LLC Mount Pleasant SC 1036 Lansing Dr,larry_faulkner@glic.com,,Salesforce
11137629,Inactive Investor,Zubin Yacoobi,,"Allstate Financial Services, LLC Babylon NY 142 N Carll Ave",zyacoobi@allstate.com,,Salesforce
11202535,Inactive Investor,Robert Mascia,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder,Green Ridge Wealth Planning LLC,rmascia@grwealthplan.com,,Salesforce
10961859,Inactive Investor,Harley Avery,Private Client Investment Associate,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,harley.avery@jpmorgan.com,,Salesforce
10884691,Inactive Investor,Paul Davis,Investment Advisor Representative;Portfolio Manager,"SRS Capital Advisors, LLC",,,Salesforce
10940000,Inactive Investor,Noah Harrison,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
204334,,Ankit Bharadwaj,,[Unknown],ankit.bharadwaj10@gmail.com,,Webinar
9560512,,Lois Lackey,,,xoyodi8650@khaxan.com,,List import
9598020,,Tayannia Kerr,,,kerrtayannia1@gmail.com,,List import
349207,,Todd Confarotta,Regional Managing Director,"Kingsview Wealth Management, Llc",tconfarotta@kingsviewam.com,312-870-6701,Manual List Upload
93670,,Andrea Seelhammer,Financial Associate,Thrivent Investment Management Inc.,andrea.seelhammer@thrivent.com,218-631-7287,
11102062,Inactive Investor,Robert Bettermann,,"Osaic Wealth, Inc. Lake Bluff IL 900 W North Shore Dr",,,Salesforce
8218530,,Hamish Woodard,,,covuheko@mailinator.com,,Web Form Fillout
10885289,Inactive Investor,Chad Smith,Managing Director,Heritage Financial Planning,chad@heritagefinancialplanning.com,,Salesforce
235199,, -,,[[Unknown]],csw@craigwolcott.com,,
11144770,Inactive Investor,Raul Delaguardia,Financial Advisor;International Client Advisor;Senior Vice President,Morgan Stanley Eastchester NY Private Residence,raul.a.delaguardia@morganstanley.com,,Salesforce
10949045,Inactive Investor,Kimberly Houston,Financial Planner,Origin Investment Advisory LLC Troy MI Private Residence,kimberly@useorigin.com,,Salesforce
10399383,,David Peters,,,petersdavid313@gmail.com,,Web Form Fillout
9558921,,Tammy Bejano,,,tammybejano200@gmail.com,,List import
11219004,,Scott Wargo,,,scott.wargo@concoursefinancial.com,,Other
10970251,Inactive Investor,Mark Brassea,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,mark_brassea@vanguard.com,,Salesforce
11079287,Inactive Investor,Andres Swartz,International Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",andres_swartz@ml.com,,Salesforce
9598016,,Marc Hodgkins,,,marc@mktadvisorsllc.com,,List import
343656,,Rob Branthover,Senior Vice President,Mortgage Industry Advisory Company,rob.branthover@miacanalytics.com,212-233-1250,Manual List Upload
9545858,,CARL E STOOPS,,,bessie@stoopscompany.com,,List import
11157058,Inactive Investor,Leonard Gilroy-Solano,,"The Patriot Financial Group, LLC Grand Blanc MI 3059 Tri Park Dr",,,Salesforce
11020046,Inactive Investor,Julie Mei,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,julie.mei@jpmorgan.com,,Salesforce
10696199,,Benjamin Baker,,Marstone,bbaker@marstone.com,,List Import
11193998,Inactive Investor,Enrique Tomeu,,"Financial Security Management, Incorporated Virginia Beach VA 2940 N Lynnhaven Rd",enrique@gofsg.com,,Salesforce
5144827,,Karl Heinz Gobing,,,hgobing@gmail.com,09178838885,Web form fillout
10999955,Inactive Investor,Yahui Lu,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",maggy.lu@prudential.com,,Salesforce
9627863,,Juan Pablo Lopez Bukovac,,,juanpablo@adamo.capital,,List import
11164943,Inactive Investor,Raymond Balroop,,"HighTower Securities, LLC",rbalroop@hightoweradvisors.com,,Salesforce
11105991,Inactive Investor,Michael Baldwin,,Jefferies LLC Orlando FL 200 S Orange Ave,,,Salesforce
10902274,Inactive Investor,Kenton Cox,Financial Advisor,Edward Jones Topeka KS 823 SW Topeka Blvd,kenton.cox@edwardjones.com,,Salesforce
10806499,Inactive Investor,Chad Immel,Financial Advisor,Edward Jones Akron OH 270 S Cleveland Massillon Rd,chad.immel@edwardjones.com,,Salesforce
10838365,Inactive Investor,Patricia Gann,,"Mutual of Omaha Investor Services, Inc. Saint Louis MO 3636 S Geyer Rd",patricia.gann@mutualofomaha.com,,Salesforce
11021897,Inactive Investor,Tanner Felts,,LPL Financial LLC Tulsa OK 7134 S Yale Ave,tanner.felts@lpl.com,,Salesforce
10832108,Inactive Investor,Robert Petrillo,,"Raymond James Financial Services, Inc. Highland MI 2753 S Milford Rd",robert.petrillo@raymondjames.com,,Salesforce
9608781,,Mark Barrow,,,mbarrow18@gmail.com,,List import
9552522,,Kevin Preira,,,kevinpreira.pr@gmail.com,,List import
9466617,,John Haydock,,John Haydock,haydockj@yahoo.com,,product
11108670,Inactive Investor,Matthew McCann,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,matthew.mccann@fidelity.com,,Salesforce
9571761,,Melvin Kuswandi,,,melvinkuswandi1@gmail.com,,List import
10897433,Inactive Investor,Adam Perry,,"Avantax Investment Services, Inc. Lawton OK 1401 SW Parkridge Blvd",,,Salesforce
215533,,Samuel Wan,,[Unknown],s_wan28@yahoo.co.uk,,Direct
10963450,Inactive Investor,Joshua Kirchmeier,,Edward Jones Grass Lake MI 12367 E Michigan Ave,,,Salesforce
10754188,Inactive Investor,Michele Estabrook,Complex Risk Officer,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,michele.estabrook@morganstanley.com,,Salesforce
10774837,Inactive Investor,David Echeverria,Investment Consultant,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,decheverria@europac.net,,Salesforce
10803437,Inactive Investor,Brian Campbell,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",,,Salesforce
11066777,Inactive Investor,Margy Lin,President,Halcyon Investment Advisor,margylin@halcyonria.com,,Salesforce
11013659,Inactive Investor,Brett Bechler,,"Northwestern Mutual Investment Services, LLC Harrisonburg VA 83 S Main St",brett.d.bechler@nm.com,,Salesforce
11089000,Inactive Investor,Jinyu Yu,Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,,,Salesforce
11004688,Inactive Investor,Grant Shatzer,,Cetera Advisor Networks LLC Austin TX 2801 Via Fortuna,,,Salesforce
9554621,,Christina Pai,,,cpai@fortpointcapital.com,,List import
6971401,,Smith Karen,,,gipineb507@pubpng.com,,Web Form Fillout
11090292,Inactive Investor,Brittney Harris,,Vanguard Marketing Corporation,brittney_harris@vanguard.com,,Salesforce
225602,, -,,[[Unknown]],wang_68@hotmail.com,,Initial Salesforce Import
10860287,Inactive Investor,Dean Lallier,,LPL Financial LLC Emmetsburg IA 1106 Main St,dean.lallier@lpl.com,,Salesforce
1001763,Inactive Investor,Brett Horton,Managing Director & Portfolio Manager of Alternative Investments,Paris-Roubaix Group,bhorton@parisroubaix.com, +1 415 640 6500,
11063722,Inactive Investor,Joseph Garipoli,,"Avantax Investment Services, Inc. West Long Branch NJ Private Residence",,,Salesforce
11145588,Inactive Investor,John Tinsley,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Frederick MD 30 W Patrick St,john.tinsley@morganstanley.com,,Salesforce
11101289,Inactive Investor,Emma Huante,,PFS Investments Inc. Elk Grove CA 9245 Laguna Springs Dr,emma.huante@primerica.com,,Salesforce
248292,,Melvin ESCUDERO,CEO,El Dorado Investments,mescudero@eldorado-investments.com,,Manual List Upload
186740,,Uday Jumare,,Mindgate Solutions Pvt Ltd,udayjumare01@gmail.com,(810) 845-1764,Paid Social
10987477,Inactive Investor,Steven Fraser,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
11071348,Inactive Investor,John Farquharson,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",jay.farquharson@benjaminfedwards.com,,Salesforce
9634484,,Gabi Tousignant,,,gabi.tousignant@bristleconeadvisors.com,,List import
10881136,Inactive Investor,James Stone,Financial Planner,"Osaic Wealth, Inc. Schaumburg IL 650 E Algonquin Rd",,,Salesforce
11007031,Inactive Investor,Dawn Peters,,PFS Investments Inc. Bloomsburg PA 825 Central Rd,dawn.peters@primerica.com,,Salesforce
11077125,Inactive Investor,Douglas Bachman,,"Osaic Wealth, Inc. Bentonville AR 1913 N Walton Blvd",,,Salesforce
11027905,Inactive Investor,Griffin Hughes,,J.P. Morgan Securities LLC Oakdale NY 861 Montauk Hwy,griffin.hughes@jpmorgan.com,,Salesforce
10938577,Inactive Investor,Geaneen Anderson,,PFS Investments Inc. Kansas City MO 5893 Raytown Rd,geaneen.anderson@primerica.com,,Salesforce
10941466,Inactive Investor,John Shifter,Client Service Associate,Morgan Stanley Potomac MD 12505 Park Potomac Ave,,,Salesforce
9601723,,George Williams,,,george.williams@cannonfinancialstrategists.com,,List import
10772299,Inactive Investor,Michelle Gray,Financial Advisor,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,michelle.gray@morganstanley.com,,Salesforce
10763426,Inactive Investor,Charlton Rochester,Financial Consultant,LPL Financial LLC Madison AL 7600 Hwy 72 W,,,Salesforce
11140730,Inactive Investor,Brian Erwin,Financial Advisor;Managing Director,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",brian.erwin@benjaminfedwards.com,,Salesforce
9598740,,Jay Daly,,,jaydaly@earthlink.net,,List import
11210135,Inactive Investor,Elizabeth Burns,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",elizabeth.burns@ml.com,,Salesforce
9631341,,Eirik Kaasa Eliassen,,,eirik.kaasa@gmail.com,,List import
10762638,Inactive Investor,Marc Moldawer,Executive Director;Financial Advisor;Senior Institutional Consultant,Morgan Stanley Houston TX 1330 Post Oak Blvd,palmer.moldawer@morganstanley.com,,Salesforce
10953483,Inactive Investor,Benjamin Fuller,,Waterloo Capital Rogers AR 3614 W Southern Hills Blvd,bfuller@waterloocap.com,,Salesforce
10835655,Inactive Investor,Mark Fuchs,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",mark.fuchs@wellsfargoadvisors.com,,Salesforce
11052069,Inactive Investor,Edward Johnson,,Country Capital Management Company Galesburg IL 635 N Seminary St,ed.johnson@countryfinancial.com,,Salesforce
10883770,Inactive Investor,Daniel Tamburello,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,dan.tamburello@fmr.com,,Salesforce
9562278,,Eileen Chu,,,eileen@eylabs.com,,List import
9618922,,John McIntyre,,,jack.mcintyre@brandywineglobal.com,,List import
9586004,,Justin Chesbrough,,,chesbroughj@sva.com,,List import
11037053,Inactive Investor,Robert Worgaftik,Agent,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,robert_worgaftik@glic.com,,Salesforce
10950867,Inactive Investor,Melissa Baca,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10809047,Inactive Investor,James Little,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",,,Salesforce
10606186,,Gregory Steier,"Managing Director, Portfolio Manager, Tax-Exempt Fixed Income Manager",Brown Brothers Harriman Mutual Fund Advisory Department,gregory.steier@bbh.com,212-493-7907,List Import
11091683,Inactive Investor,Scott Gildea,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
10596135,,peter guarino,,,pguarino@compliance4.com,,Web Form Fillout
9634370,,Marty O'Grady,,,grads27@gmail.com,,List import
10924124,,Yubo Li,,,yubo@grayscale.com,,List Import
9574034,,John Williamson,,,john.williamson@lfg.com,,List import
10928573,Inactive Investor,Hubert Lyle,,"Transamerica Financial Advisors, Inc Cedar Rapids IA 6400 C St SW",hubert.lyle@transamerica.com,,Salesforce
9581327,,Brian Muench,,,brian.muench@allianzlife.com,,List import
10920210,Inactive Investor,Edward Zuraw,Chief Financial Officer;Managing Member,Zuraw Financial,,,Salesforce
10954144,Inactive Investor,Robert Barbee,,Vanguard Marketing Corporation,robert_barbee@vanguard.com,,Salesforce
10965047,Inactive Investor,Kourtney Terry,,"First Command Brokerage Services, Inc. Clarksville TN 2279 Raleigh Ct",,,Salesforce
11071637,Inactive Investor,Andrew Olivier,,"HighTower Securities, LLC Fairfield NJ 310 Passaic Ave",aolivier@hightoweradvisors.com,,Salesforce
9567166,,John Dankovich,Wealth Coach,MKD Wealth Coaches,john@mkdwealthcoach.com,2484185100,List Import
11014386,Inactive Investor,Andre Jett,,"Allstate Financial Services, LLC East Granby CT 131 Hartford Ave",,,Salesforce
11127861,Inactive Investor,Drake Dalton,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,drake_dalton@vanguard.com,,Salesforce
11110936,Inactive Investor,Solomon Kilgroe,Chief Compliance Officer;Chief Executive Officer;President,Cyndeo Wealth Partners,mkilgroe@cyndeowp.com,,Salesforce
9645268,,Andrew Meyer,,,ahmeyer1@gmail.com,,List import
11181614,Inactive Investor,Mitchell Phillips,,State Farm VP Management Corp. West Jefferson NC 875 Mount Jefferson Rd,mitch.phillips.crwz@statefarm.com,,Salesforce
11078321,Inactive Investor,Riley Hood,Financial Advisor,"Ameriprise Financial Services, LLC Webster TX 711 W Bay Area Blvd",riley.hood@ampf.com,,Salesforce
9564875,,Jennifer Oviawe,,,lovingjennie10@gmail.com,,List import
10793396,Inactive Investor,Austin Brockenbrough,Executive Committee Member;Managing Director;President,Brockenbrough,abiv@lowebrockenbrough.com,,Salesforce
9643530,,Craig Thomas,,,cthomas2488@yahoo.com,,List import
10973763,Inactive Investor,Jonathan Stallsmith,Division Leader,PFS Investments Inc. Londonderry NH 25 Nashua Rd,jstallsmith@primerica.com,,Salesforce
10811953,Inactive Investor,John Alexander,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 474 Fulton St",john_alexander@bofa.com,,Salesforce
11184318,Inactive Investor,Laura Cornell,,Thrivent Investment Management Inc. Fresno CA Private Residence,laura.cornell@thrivent.com,,Salesforce
9580804,,Ryan Morfin,,,ryan.morfin@gmail.com,,List import
10870744,Inactive Investor,Eleanor Burns,,Commonwealth Financial Network Greenville RI 600 Putnam Pike,eburns@commonwealth.com,,Salesforce
9546375,,Nathan Reidy,,,nathanjreidy@gmail.com,,List import
11228845,Inactive Investor,Aszia Straughter,,J.P. Morgan Securities LLC Las Vegas NV 7204 W Craig Rd,,,Salesforce
10982261,Inactive Investor,Morgan Endicott,,J.P. Morgan Securities LLC Nederland TX 2150 Hwy 365,morgan.endicott@jpmorgan.com,,Salesforce
10905115,Inactive Investor,Gary Gainspoletti,,"Raymond James Financial Services, Inc. Cleveland MS 805 W Sunflower Rd",gary.gainspoletti@raymondjames.com,,Salesforce
10831436,Inactive Investor,Linda Hilaman,,"Raymond James Financial Services, Inc. Tallahassee FL 1614 Mahan Center Blvd",linda.hilaman@raymondjames.com,,Salesforce
10810275,Inactive Investor,Russell Phelps,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Baltimore MD 1201 Wills St,russell.phelps@morganstanley.com,,Salesforce
10779651,Inactive Investor,Jean Sturges,Chief Compliance Officer;Client Relations;Director,Gryphon Financial Partners,jsturges@gryphonfp.com,,Salesforce
9626909,,Tom Brillhart,,,balancedag@gmail.com,,List import
10957853,Inactive Investor,Ryu Yi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",ryu.yi@ml.com,,Salesforce
11255223,Inactive Investor,Christian Walter,Financial Advisor,Prime Capital Financial Lawrence KS 2745 Coneflower Ct,cwalter@pciawealth.com,,Salesforce
11172358,Inactive Investor,Spencer Richards,,Fidelity Brokerage Services LLC,spencer.richards@fidelity.com,,Salesforce
10889800,Inactive Investor,Sean Wolfe,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",sean.wolfe@schwab.com,,Salesforce
10973864,Inactive Investor,Corey Doyle,,J.P. Morgan Securities LLC Rochester MI 75 N Adams Rd,corey.j.doyle@chase.com,,Salesforce
10924776,Inactive Investor,Jon Ewing,,"National Wealth Management Group, LLC",,,Salesforce
9561139,,Brandon Steenbergen,,,brandonsteenbergen4life@hotmail.com,,List import
10866822,Inactive Investor,Trina Duhon,Wealth Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,trina.aams@lpl.com,,Salesforce
9610336,,mark T Shives -,,,mshives@gmail.com,,List import
333879,,Robert Williams,Senior Managing Director; Managing Member,"J.h. Whitney Capital Partners, Llc",rwilliams@whitney.com,203-716-6100,Manual List Upload
10776594,Inactive Investor,Alice Chan,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,alice-w.chan@ubs.com,,Salesforce
10965110,Inactive Investor,Jonah Monson,,"Avantax Investment Services, Inc. Gulfport MS 12342 Ashley Dr",,,Salesforce
9565799,,Achira Sheth-Shah,,,ashethshah@ripple.com,,List import
11120458,Inactive Investor,Sandra Lopez-Arevalo,,PFS Investments Inc. Red Oak TX 431 N State Hwy 342,szepeda@primerica.com,,Salesforce
9546499,,Nicolas Gentin,,,ngentin@firstrepublic.com,,List import
11239182,Inactive Investor,Daniel Belchers,,Beacon Securities,dbelchers@beaconsecurities.ca,,Salesforce
9648135,,Rashaad Toombs,,,rashaadtoombs78@gmail.com,,List import
11166625,Inactive Investor,Kenneth Harrison,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10908774,Inactive Investor,Gildas Quinquis,Chief Investment Officer;Partner,Windrose Advisors LLC,gquinquis@windroseadvisor.com,,Salesforce
11163092,Inactive Investor,Izak Engelbrecht,Financial Advisor,"Wells Fargo Clearing Services, LLC Citrus Heights CA 6047 Sunrise Blvd",izak.engelbrecht@wellsfargo.com,,Salesforce
10762225,Inactive Investor,Mary Foust,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",mary_foust@ml.com,,Salesforce
11032085,Inactive Investor,Alec Fourie,Financial Advisor,LPL Financial LLC Clackamas OR 9200 SE Sunnybrook Blvd,alec.fourie@lpl.com,,Salesforce
11020811,Inactive Investor,Lauren Strobel,Financial Planner,Retire Sensibly LLC,lauren@retiresensibly.com,,Salesforce
9541803,,Robert Brown,,,rockstaravs@gmail.com,,List import
10768767,Inactive Investor,Robert Haynie,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,robert.haynie@opco.com,,Salesforce
11051832,Inactive Investor,Lisa Chimento,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,lisa.chimento.i7bs@statefarm.com,,Salesforce
10506111,,Kathleen Roth,Advisor Owner,Cambridge Investment Research Inc,kathy@waterstonefinancialservices.com,6,List import
11230483,Inactive Investor,Michael Wilbur,Financial Advisor,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",mike.wilbur@prudential.com,,Salesforce
11029928,Inactive Investor,Daniel Kiester,,NYLIFE Securities LLC Irwin PA Private Residence,dkiester@ft.newyorklife.com,,Salesforce
11170483,Inactive Investor,Daniel Russell,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",daniel.russell@gwrs.com,,Salesforce
9596207,,Steve Fleck,,,stevenjfleck@gmail.com,,List import
215638,,Andrew Tellitocci,,"Valeo Financial Advisors, Llc",atellitocci@valeofinancial.com,,
9601920,,Patrick Kattam,,,patrickkattam2021@gmail.com,,List import
11141627,Inactive Investor,Sharon Hepner,,PFS Investments Inc. Valparaiso IN 952 S State Road 2,9sblc@primerica.com,,Salesforce
10868308,Inactive Investor,Mark Abner,Financial Advisor,Edward Jones Sherman TX 2612 W Lamberth Rd,mark.abner@edwardjones.com,,Salesforce
11179911,Inactive Investor,James Hlavaty,,Key Investment Services LLC Cleveland OH 18324 Bagley Rd,james.hlavaty@key.com,,Salesforce
11176978,Inactive Investor,Steven Lebens,Director - Wealth Management;Vice President,Lebens Advisory Group LLC Lakeville MN 19950 Dodd Blvd,steven@lebensadvisorygroup.com,,Salesforce
10991137,Inactive Investor,Jessica Heathman,Private Client Banker,J.P. Morgan Securities LLC Southlake TX 1700 E Southlake Blvd,jessica.keefe@jpmorgan.com,,Salesforce
11150541,Inactive Investor,Troy Spencer,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",troy.spencer@tfaconnect.com,,Salesforce
10656909,,David Stott,,,david.stott@ubs.com,,List Import
11041642,Inactive Investor,Daniel Grover,Managing Director,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,daniel.grover@ubs.com,,Salesforce
10845155,Inactive Investor,Robert Hoey,Financial Advisor,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,rthoey@janney.com,,Salesforce
10837286,Inactive Investor,Mark Ellison,Financial Advisor,Edward Jones Ankeny IA 2505 SW White Birch Dr,mark.ellison@edwardjones.com,,Salesforce
9559881,,EUMENIO ENRIQUEZ CESAR,,,enriquezcesare@gmail.com,,List import
11097333,Inactive Investor,John Ragan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",john_ragan@ml.com,,Salesforce
10805479,Inactive Investor,Michelle Ballas,,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",michelle.ballas@raymondjames.com,,Salesforce
11305511,Inactive Investor,Boyd,Trader & Portfolio Mgr,"RiverFront Investment Group, LLC",cboyd@riverfrontig.com, +18045494817,Salesforce
10899804,Inactive Investor,Taylor Herman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
232293,, -,,[[Unknown]],ghoste2001aa@gmail.com,,Direct
9543825,,Cornelius Haskell,,,cornelius.haskell@securitiesamerica.com,,List import
10882991,Inactive Investor,Steven Beimler,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vernon Rockville CT 243 Hartford Tpke",steven.beimler@ml.com,,Salesforce
11233066,Inactive Investor,Tyler Virgin,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",tyler.virgin@tiaa.org,,Salesforce
11079866,Inactive Investor,Monica Dawes,,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",monica.veit@stifel.com,,Salesforce
332321,,Craig Taggart,,[Unknown],craig@quatifaigroup.com,,
9590355,,Kyle Whittington,,,kyle@meldfinancial.com,,List import
9601264,,Sridhar Vasireddy,,,svasireddy16@gmail.com,,List import
9548309,,Aaron Sniff,,,mrasniff@gmail.com,,List import
11182662,Inactive Investor,Brian Shepard,,Commonwealth Financial Network East Lansing MI 333 Albert Ave,bshepard@commonwealth.com,,Salesforce
9616154,,Dave Fisher,,,id3@idididd.com,,List import
10950447,Inactive Investor,Jacob Hubanks,,LPL Financial LLC Cedar Rapids IA 915 Bell Dr SW,,,Salesforce
10985756,Inactive Investor,James Rosales,,J.P. Morgan Securities LLC Fort Wayne IN 5944 W Jefferson Blvd,james.p.rosales@chase.com,,Salesforce
11056109,Inactive Investor,Marco Miros,Chief Executive Officer;Founder;President;Wealth Manager,Miros Wealth LLC,,,Salesforce
11094780,Inactive Investor,Max Dean,Chief Compliance Officer;Financial Advisor;Investment Advisor;Managing Member,"Dean Wealth Partners, LLC",max@deanwealthpartners.com,,Salesforce
10757022,Inactive Investor,Julia Bartolomeo,Assistant Vice President;Portfolio Management Associate,Morgan Stanley New York NY 1585 Broadway,julia.bartolomeo@morganstanley.com,,Salesforce
10917054,Inactive Investor,Lisa Marshall,,"Osaic Wealth, Inc. Dallas TX 10440 N Central Expy",,,Salesforce
10949353,Inactive Investor,Adam Mcmahon,,"Wells Fargo Clearing Services, LLC Beaverton OR 2645 NW Town Center Dr",,,Salesforce
9566827,,Mark Johnson,,,rpm@eliteone.com,,List import
10859903,Inactive Investor,Joseph Garbarino,,Cetera Financial Specialists LLC Binghamton NY 3 Park Ave,,,Salesforce
11176029,Inactive Investor,Brendon Sorenson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint George UT 720 S River Rd",brendon.sorenson@ml.com,,Salesforce
10886005,Inactive Investor,William Robinson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,william.robinson@fidelity.com,,Salesforce
11115793,Inactive Investor,Joseph Lammers,,"Wells Fargo Clearing Services, LLC Lone Tree CO 9233 E Lincoln Ave",joseph.lammers@wellsfargoadvisors.com,,Salesforce
10890653,Inactive Investor,Joshua Hornberger,Financial Advisor,Edward Jones Knoxville TN 320 N Cedar Bluff Rd,joshua.hornberger@edwardjones.com,,Salesforce
164247,,alien predator,,[Unknown],radek.hav@hotmail.com,,Direct
11008638,Inactive Investor,Hillary Smith,Financial Advisor,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,hillary.smith@opco.com,,Salesforce
11032421,Inactive Investor,Ryan Ciser,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,rciser@primerica.com,,Salesforce
11019354,Inactive Investor,Todd Niemann,Chief Compliance Officer;President,Niemann Investments LLC Riverton UT 4224 W Park Hollow Ln,todd@niemanninvestments.com,,Salesforce
11056447,Inactive Investor,Troy Larsen,Family Wealth Advisor;Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,troy.larsen@morganstanley.com,,Salesforce
11173994,Inactive Investor,Sean Rosencrance,,"Spire Securities, LLC",,,Salesforce
9466558,,Adam Parker,,Adam Parker,aparker385@gmail.com,,List Import
10774824,Inactive Investor,Alexander Miles,Chief Investment Officer;Managing Partner,"Kingfisher Capital, LLC",amiles@kingfishercapital.com,,Salesforce
9557052,,Jerry Leibmann,,,jereyleib3@yahoo.com,,List import
11141475,Inactive Investor,Timothy Roberts,,MissionSquare Investment Services,,,Salesforce
9613476,,Bryan Bannon,,,bryan.bannon@bsci.com,,List import
11015764,Inactive Investor,Brian Whiteneck,Financial Advisor,Edward Jones Warsaw IN 2244 N Pointe Dr,brian.whiteneck@edwardjones.com,,Salesforce
199760,,John Romlin,,[Unknown],richardnott@gmail.com,,
10781719,Inactive Investor,Dianne Hill,Senior Client Associate,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",dianne.hill@wellsfargoadvisors.com,,Salesforce
10763609,Inactive Investor,Thomas Brockley,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",thomas.brockley@rbc.com,,Salesforce
11056314,Inactive Investor,William Connell,Financial Advisor,LPL Financial LLC Livonia MI 19500 Victor Pkwy,aconnell@lifeguidefc.com,,Salesforce
10810759,Inactive Investor,Craig Macomber,,LPL Financial LLC Irvine CA 2040 Main St,craig.macomber@lpl.com,,Salesforce
11039861,Inactive Investor,Sharon Saulsby,,"Raymond James & Associates, Inc.",sharon.saulsby@raymondjames.com,,Salesforce
11056955,Inactive Investor,Steven Schankerman,,"First Palladium, LLC",,,Salesforce
9569122,,Henry Choi,,,henrychoi@gmail.com,,List import
10937292,Inactive Investor,Jonathan Cline,Financial Professional,"Transamerica Financial Advisors, Inc Idaho Falls ID 980 John Adams Pkwy",jon.cline@tfaconnect.com,,Salesforce
9582299,,Marta Steane,,,marta.steane@voyafa.com,,List import
10770404,Inactive Investor,Richard Pace,,Morgan Stanley Alpharetta GA 3 Edison Dr,richard.pace@morganstanley.com,,Salesforce
10935230,Inactive Investor,Mina Hanna,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",mina.hanna@equitable.com,,Salesforce
10898128,Inactive Investor,Otis Ransaw,,PFS Investments Inc. Montgomery AL 35 Carol Villa Dr,otis.ransaw@primerica.com,,Salesforce
198405,,Gary Radler,,"Securities America Advisors, Inc.",gary.radler@securitiesamerica.com,860-674-8881,product
9621075,,Vasily Kuzmin,,,home@oriona.net,,List import
9608312,,Clive Walters,,,clivejasonwalters@gmail.com,,List import
9647742,,Drew Walsh,,,dwalsh@roundhillinvestments.com,,List import
11185170,Inactive Investor,Jennifer Smith,,NYLIFE Securities LLC Birmingham AL 4628 Pine Mountain Rd,jnsmith@ft.newyorklife.com,,Salesforce
10889037,Inactive Investor,Pawel Borowiec,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Norfield Capital, LLC",,,Salesforce
11017976,Inactive Investor,Lindsay Wilcox,Wealth Planning Strategist,Waldron Private Wealth,lwilcox@waldronpw.com,,Salesforce
10971291,Inactive Investor,Cassandra Rupp,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,cassandra_rupp@vanguard.com,,Salesforce
11086245,Inactive Investor,Daniel Hanson,Financial Advisor,D.A. Davidson & Co. Sandpoint ID 805 Pine St,,,Salesforce
10990434,Inactive Investor,Sammi Hegwer,,"FBL Marketing Services, LLC Riverton WY 115 N 5th St E",sammi.philleo@fblfinancial.com,,Salesforce
10970934,Inactive Investor,Aasher Malik,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
11150817,Inactive Investor,Brian Liden,Branch Manager;Director,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,brian.liden@ubs.com,,Salesforce
10797857,Inactive Investor,Donald Kohnstamm,,Cetera Advisor Networks LLC Buffalo NY 3635 Genesee St,kohnstammd@ceteranetworks.com,,Salesforce
372346,,Joseph Draper,,United States,draperjoseph157@gmail.com,,Salesforce
374510,,Nolan Farwell,,,nolan@fraonline.com,3192326122,Salesforce
9559000,,Nicholas Loehlein,,,nicholas.loehlein@securitiesamerica.com,,List import
10896494,Inactive Investor,Monica Americano,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,monica.americano@morganstanley.com,,Salesforce
10771489,Inactive Investor,Thomas Waring,Principal,"Note Advisors, LLC",tom@noteadvisor.com,,Salesforce
9589881,,James Correll,,,jcorrell@correllco.com,,List import
9632913,,Justin Kuczmarski,,,justin@navvaluation.com,,List import
351218,,Erik Hodge,Managing Director,Raine Capital Llc,ehodge@raine.com,212-603-5500,Manual List Upload
10806716,Inactive Investor,My Nguyen,Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC New York NY 150 E 42nd St",my.h.nguyen@wellsfargo.com,,Salesforce
190516,,Samuel OBENG,,[Unknown],samuelobe@yahoo.com,,source
9558515,,Brian Shadiow,,,bshadiow@gmail.com,,List import
10983511,Inactive Investor,Joseph Hagner,,"Osaic Wealth, Inc. Charlotte NC 1415 Vantage Park Dr",,,Salesforce
11086075,Inactive Investor,David Tam,Financial Advisor,Edward Jones San Diego CA 4134 Adams Ave,david.tam@edwardjones.com,,Salesforce
10814716,Inactive Investor,Brian Maxson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",brian_maxson@ml.com,,Salesforce
10848544,Inactive Investor,Mark Neely,Managing Partner;Member,Cedrus LLC,mneely@cedrusfinancial.com,,Salesforce
10645914,,Lawrence Williams,,,lwilliams@interactivebrokers.com,,List Import
11202317,Inactive Investor,Glenn Kenes,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",glenn.kenes@ampf.com,,Salesforce
10900453,Inactive Investor,Christopher Wright,Investment Advisor,Brookstone Capital Management LLC Spokane WA 8414 N Wall St,cwright@brookstoneadvisor.com,,Salesforce
10785787,Inactive Investor,Christine Keating,,Citigroup Global Markets Inc. Dallas TX 2001 Ross Ave,,,Salesforce
10927883,Inactive Investor,Danielle Hicks,Assistant Vice President;Investment Associate,J.P. Morgan Securities LLC Hauppauge NY 200 Motor Pkwy,danielle.logiudice@jpmorgan.com,,Salesforce
10917041,Inactive Investor,Jessica Jackson,,"Raymond James Financial Services, Inc. Corning NY 1 Credit Union Plz",jessica.jackson@raymondjames.com,,Salesforce
10784966,Inactive Investor,Jason Macgregor,Managing Member;Owner;Portfolio Manager;Principal;Regulatory Contact,"MinichMacGregor Wealth Management, LLC",jason@mmwealth.com,,Salesforce
10920255,Inactive Investor,Jacob Van Rossum,,"Osaic Wealth, Inc. Chico CA Private Residence",,,Salesforce
11009870,Inactive Investor,Andrew Beaver,,"Allstate Financial Services, LLC Collegeville PA 1 W Main St",andrewbeaver@allstate.com,,Salesforce
10886826,Inactive Investor,Lisa Mendis,Senior Client Service Associate,"Raymond James & Associates, Inc. Wellesley Hills MA 60 William St",lisa.mendis@raymondjames.com,,Salesforce
10862142,Inactive Investor,Kevin Hale,Senior Client Service Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,kevin.hale@morganstanley.com,,Salesforce
9632859,,Cassie Stewart,,,cass1151@yahoo.com,,List import
9624440,,Nicholas Guido,,,nick@chicagopartnersllc.com,,List import
9618206,,Ron Silverton,,,rsilverton@aljcapital.com,,List import
10812828,Inactive Investor,Margaret Pollett,,LPL Financial LLC Houston TX 14550 Torrey Chase Blvd,,,Salesforce
9603884,,ANDY BAKER,,,abaker@rmbcap.com,,List import
10913813,Inactive Investor,Alexander Schofield,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11260106,Inactive Investor,Christa Cantalope,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10782505,Inactive Investor,Gregory White,Vice President,"Charles Schwab & Co., Inc. Seal Beach CA 2399 Seal Beach Blvd",greg.white@schwab.com,,Salesforce
11034654,Inactive Investor,Selena Thomas,,PFS Investments Inc. Indianapolis IN 8604 Allisonville Rd,selenacthomas@primerica.com,,Salesforce
10962781,Inactive Investor,Larry Shifflett,,"Allstate Financial Services, LLC Huntingtown MD 5 Oxford Way",larryshifflett@allstate.com,,Salesforce
11079138,Inactive Investor,John Rabiola,,LPL Financial LLC Plainfield IL 15101 S Rte 59,john.rabiola@lpl.com,,Salesforce
11238345,Inactive Investor,Todd Redd,,"Sageview Advisory Group, LLC",tredd@sageviewadvisory.com,,Salesforce
10889305,Inactive Investor,John Pershing,,"Pruco Securities, LLC. Greeley CO 1812 56th Ave",,,Salesforce
10788547,Inactive Investor,Lee Konopka,Financial Advisor;Managing Director;Portfolio Manager,Morgan Stanley,lee.konopka@morganstanley.com,,Salesforce
10982993,Inactive Investor,Laurie Lanners,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",l.lanners@nm.com,,Salesforce
11102586,Inactive Investor,Ronnie Walters,,PFS Investments Inc. Chattanooga TN 6025 Lee Hwy,ronnier.walters@primerica.com,,Salesforce
11088343,Inactive Investor,Rebecca Lewis,Associate Financial Planner;Senior Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10881238,Inactive Investor,Michael Braney,,Mutual of America Securities LLC Providence RI 500 Exchange St,michael.braney@mutualofamerica.com,,Salesforce
339760,,Kathryn Baummer,Partner,Shaker Financial Services,kat@shakerfinancial.com,410-224-0572,Manual List Upload
10917248,Inactive Investor,James Butler,,PFS Investments Inc. Carrollton GA 522 Newnan St,james.butler@primerica.com,,Salesforce
10889387,Inactive Investor,Richard Juckel,Vice President;Wealth Advisor,"Ballast Advisors, LLC",rjuckel@ballastadvisors.com,,Salesforce
11057066,Inactive Investor,Erin Lacey,Marketing Manager,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",,,Salesforce
9576441,,Jeroen Heijnen,,,jheijnen@cantella.com,,List import
10890854,Inactive Investor,Jeffrey Grabowski,Financial Advisor,Edward Jones Clifton NJ 730 Broad St,jeffrey.grabowski@edwardjones.com,,Salesforce
11082955,Inactive Investor,Amy Dowling,Financial Planner,Commonwealth Financial Network Grand Rapids MI 625 Kenmoor Ave SE,adowling@commonwealth.com,,Salesforce
8134530,,eabd alrewwf,,,abwqtal18@gmail.com,,Web Form Fillout
11050184,Inactive Investor,Jack Holt,,"Cambridge Investment Research, Inc. Glendora CA 1315 S Grand Ave",,,Salesforce
10886115,Inactive Investor,Christopher Kelly,,J.P. Morgan Securities LLC Stony Point NY 22 S Liberty Dr,christopher.x.kelly@jpmorgan.com,,Salesforce
11200488,Inactive Investor,Tron Welch,Chief Compliance Officer;Managing Member;Owner,"Welch Financial Planning, LLC",tron@welchfp.com,,Salesforce
10792078,Inactive Investor,Mark Lowe,Financial Advisor,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,mark_lowe@glic.com,,Salesforce
11028190,Inactive Investor,Muhammad Abdur Rehman Asif,,Jefferies LLC San Francisco CA 101 California St,masif@jefferies.com,,Salesforce
9585466,,Don McAnelly,,,dmcanelly@rehmann.com,,List import
10942657,Inactive Investor,Betty Stoneman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10895556,Inactive Investor,Bradley Arndt,,"Osaic Wealth, Inc. Nokomis IL 122 W State St",,,Salesforce
11159915,Inactive Investor,Trent White,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,Omnia Wealth Management LLC,trent@omniawm.com,,Salesforce
11218773,,Alicia Olivier,,,alicia.olivier@ubs.com,,Other
9581739,,Matthew Ross,,,matt@investmillcreek.com,,List import
9544565,,Kelvin Hu,,,kelvin.hu@fenix-one.com,,List import
11052390,Inactive Investor,Jacqueline Borkman,Client Service Associate;Senior Registered Associate,Morgan Stanley Cockeysville MD 303 International Cir,jacklyn.borkman@morganstanley.com,,Salesforce
10824629,Inactive Investor,Richard Fromstein,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,richard.fromstein@morganstanley.com,,Salesforce
9550021,,James Scott,,,scott.james@principal.com,,List import
11020900,Inactive Investor,Megan Twyman,,Lincoln Investment Carmel IN 111 Congressional Blvd,mtwyman@lincolninvestment.com,,Salesforce
10946285,Inactive Investor,Zandra Badillo,,J.P. Morgan Securities LLC New York NY 277 Park Ave,zandra.badillo@jpmorgan.com,,Salesforce
10783014,Inactive Investor,Jonathan Modell,,Jefferies LLC,jmodell@jefferies.com,,Salesforce
11055708,Inactive Investor,Duong Ho,,Park Avenue Securities LLC Naples FL 10001 Tamiami Trail N,,,Salesforce
9627246,,Victor otekwhe,,,sirvickote@gmail.com,,List import
11072933,Inactive Investor,Michael Ward,Financial Advisor,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",michael.ward@nm.com,,Salesforce
10833978,Inactive Investor,Frank Kapitza,,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
10819341,Inactive Investor,Stephen Liss,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,stephen.liss@fidelity.com,,Salesforce
9611285,,dirkjan van Groeningen,,,dvangroeningen@gmail.com,,List import
9643874,,Richard Galvin,,,richard.galvin@dacm.io,,List import
9541154,,Bruce Gendein,,,bgendein@royalaa.com,,List import
11027671,Inactive Investor,James Peters,,NYLIFE Securities LLC Hyannis MA 1555 Iyannough Rd,jpeters@ft.newyorklife.com,,Salesforce
11149330,Inactive Investor,Joseph Shemenski,Senior Vice President - Investments,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",joseph.shemenski@raymondjames.com,,Salesforce
11175375,Inactive Investor,David Gomez,Financial Advisor,Edward Jones Zachary LA 4787 Waywood Dr,david.gomez@edwardjones.com,,Salesforce
11159698,Inactive Investor,Christopher Truncellito,,"Halliday Financial, LLC",ctruncellito@hallidayfinancial.com,,Salesforce
10978978,Inactive Investor,Monica De La Torre,,PFS Investments Inc. Newark CA 39899 Balentine Dr,6hvra@primerica.com,,Salesforce
9572571,,Jeffrey Buick,,,jeff.buick@trishieldcapital.com,,List import
11002781,Inactive Investor,Brian Reynolds,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
9579556,,Michael Kelley,,,mkelley@charteradvisory.com,,List import
11064135,Inactive Investor,Michael Conway,,Commonwealth Financial Network Hamburg NY 12 Norwood Ave,mconway@commonwealth.com,,Salesforce
11196581,Inactive Investor,Laurel Miller,,Kovack Securities Inc. Marietta GA 1337 Canton Rd,laurel@kovacksecurities.com,,Salesforce
226301,,JD -,,United States,jd@equitystandard.com,,Initial Salesforce Import
11008857,Inactive Investor,Lyndsey Macintyre,,"Farmers Financial Solutions, LLC Mentor OH 7538 Mentor Ave",lyndsey.mmormile@farmersagency.com,,Salesforce
11007387,Inactive Investor,Lien Pham,,HSBC Securities (USA) Inc.,,,Salesforce
11233184,Inactive Investor,Rhea Dhamija,Client Investment Associate,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,,,Salesforce
9606349,,Katherine LIU,,,594625449@qq.com,,List import
10618776,,Anthony Guerdet,,,anthony.guerdet@nuveen.com,,List Import
11154477,Inactive Investor,Carter Overton,,"Wells Fargo Clearing Services, LLC Greensboro NC 806 Green Valley Rd",carter.overton@wellsfargoadvisors.com,,Salesforce
9573279,,Carl Cuff,,,ccuff@ayco.com,,List import
10847188,Inactive Investor,Jacob Williams,Managing Member,"Williams & Novak Wealth Management, LLC Westlake Village CA 30700 Russell Ranch Rd",,,Salesforce
10647039,,Kevin Kerber,,,kevin.kerber@nm.com,,List Import
11070050,Inactive Investor,Sarah Jun,Private Client Advisor,J.P. Morgan Securities LLC Duluth GA 2697 Old Peachtree Rd,sarah.h.jun@jpmorgan.com,,Salesforce
11066135,Inactive Investor,Frank Calise,,"Avantax Investment Services, Inc. Scottsdale AZ 6929 E Greenway Pkwy",,,Salesforce
11238972,Inactive Investor,Seth King,,Financial Planning Alternatives,sking@fpalternatives.com,,Salesforce
9573170,,Cole Cross,,,cole.n.cross@gmail.com,,List import
10854108,Inactive Investor,Janet Baker,,Cetera Investment Services LLC Gulfport MS 2510 14th St,,,Salesforce
11159744,Inactive Investor,Manuel Hernandez,,PFS Investments Inc. Valencia CA 27201 Tourney Rd,manuel.hernandez@primerica.com,,Salesforce
10919606,Inactive Investor,Robert Rotunno,,"Spartan Capital Securities, LLC",,,Salesforce
10962860,Inactive Investor,Bryan Pattee,Chief Compliance Officer;Co-Founder;Managing Member,Alphacopia,bryan@alphacopia.com,,Salesforce
10812543,Inactive Investor,Suzette De La Torre,,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,,,Salesforce
10983390,Inactive Investor,David Skelly,,"Osaic Wealth, Inc. Wilmington DE Private Residence",,,Salesforce
11128660,Inactive Investor,Joseph Deangelis,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,joseph.deangelis@morganstanley.com,,Salesforce
11013783,Inactive Investor,Andrew Chan,Account Executive,Citigroup Global Markets Inc. Pasadena CA 177 E Colorado Blvd,,,Salesforce
11026074,Inactive Investor,Sara Lacar-Gonzalez,,PFS Investments Inc. Richardson TX 661 N Plano Rd,sara.lacargonzalez@primerica.com,,Salesforce
11106952,Inactive Investor,Robert Treleven,Chief Compliance Officer;Managing Member;Managing Principal,"Freeboard Capital, LLC",rtreleven@freeboardcapital.com,,Salesforce
11106379,Inactive Investor,Sherri Tuttle,Investment Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,sherri.tuttle@ubs.com,,Salesforce
11156186,Inactive Investor,Holly Coston,Financial Advisor,"Ameriprise Financial Services, LLC Bangor ME 21 Main St",holly.coston@ampf.com,,Salesforce
10834825,Inactive Investor,Cameron Kashani,Financial Advisor,Commonwealth Financial Network Merrillville IN 253 W 80th Pl,ckashani@commonwealth.com,,Salesforce
10488993,,Paul O'Leary,,Lincoln Financial Advisors Corporation Plano TX 5961 W Parker Rd,pgo@cbs-irish.net,,List Import
10763825,Inactive Investor,Heidi Parkhurst,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Davenport IA 4550 E 53rd St",,,Salesforce
10800550,Inactive Investor,John Boynton,,LPL Financial LLC Cockeysville MD 225 International Cir,john.boynton@lpl.com,,Salesforce
10997922,Inactive Investor,Ashley Drogon,Premier Banker,"Wells Fargo Clearing Services, LLC Seattle WA 1701 N 45th St",,,Salesforce
10757696,Inactive Investor,Joanne Adkins,,Deutsche Bank Securities Inc.,,,Salesforce
11048828,Inactive Investor,Robert O'Brien,Director;Wealth Manager,"Capital Enhancement, LLC",robrien@capenh.com,,Salesforce
9623545,,VINCENT KRIVDA,,,vincentkrivda45@gmail.com,,List import
10659846,,Guillermo Camacho,,,guillermo.camacho@fmr.com,,List Import
10768590,Inactive Investor,Thomas Desiderio,,"Kestra Investment Services, LLC Crofton MD Private Residence",,,Salesforce
10992444,Inactive Investor,Gary Gum,,PFS Investments Inc. Diberville MS 10598 Diberville Blvd,ggum@primerica.com,,Salesforce
10906113,Inactive Investor,Manish Kakkar,Financial Professional,"Equitable Advisors, LLC East Brunswick NJ 25 Cook Rd",manish.kakkar@equitable.com,,Salesforce
11117597,Inactive Investor,Jordan Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jordan_smith@vanguard.com,,Salesforce
11021197,Inactive Investor,Richard Fields,,"Farmers Financial Solutions, LLC Germantown TN 2024 Exeter Rd",rfields@farmersagent.com,,Salesforce
9640414,,Douglas Kudravetz,,,doug@american.edu,,List import
11049173,Inactive Investor,Robert Frits,,LPL Financial LLC Bentonville AR 809 SE 28th St,rob.frits@lpl.com,,Salesforce
10778101,Inactive Investor,Stephen Sloan,Chairman;Managing Partner,"Arcus Capital Partners, LLC",steve.sloan@arcuscp.com,,Salesforce
11019686,Inactive Investor,Jeremy Martin,,LPL Financial LLC Tampa FL 13059 W Linebaugh Ave,jeremy.martin@lpl.com,,Salesforce
10920155,Inactive Investor,David Peartree,Chief Compliance Officer;Financial Advisor;President,"Worth Considering, Inc.",,,Salesforce
10945466,Inactive Investor,Christopher Stauffer,,Cetera Investment Services LLC Iowa Falls IA 601 Washington Ave,chris.stauffer@ceterais.com,,Salesforce
11082811,Inactive Investor,Amauri Lopez,,PFS Investments Inc. Oakland NJ 48 Spruce St,,,Salesforce
11032892,Inactive Investor,Matthew Hughes,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,matthew.hughes@primerica.com,,Salesforce
9577046,,Cassandra Maddaloni,,,cassandramaddaloni@gmail.com,,List import
10614400,,Marc Smith,Financial Advisor,,marc_smith@glic.com,,List Import
11213466,Inactive Investor,Carlos Guaman,,"Transamerica Financial Advisors, Inc Glendora CA 1343 E Gladstone St",carlos.guaman@tfaconnect.com,,Salesforce
10815122,Inactive Investor,Ruben Martinez,,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",martinez.ruben@principal.com,,Salesforce
11031984,Inactive Investor,Anthony Chiarelli,Financial Professional,"Equitable Advisors, LLC Erie PA 100 State St",anthony.chiarelli@equitable.com,,Salesforce
11133666,Inactive Investor,Daiva Lounici,,"Wells Fargo Clearing Services, LLC Norristown PA 2672 Egypt Rd",,,Salesforce
9553940,,Hashvin Daryanani,,,hashvin.daryanani@gmail.com,,List import
10861875,Inactive Investor,Joshua Zimmer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
11051776,Inactive Investor,Richard Dodge,,"Prudential Annuities Distributors, Inc",richard.dodge@prudential.com,,Salesforce
10979956,Inactive Investor,Chad Peterson,,"ValMark Securities, Inc. Rice Lake WI 738 N Wilson Ave",,,Salesforce
9581751,,fr fli,,,fre@fli.com,,List import
10903520,Inactive Investor,Alex Socolof,Investment Advisor Representative,Strategic Wealth Management LLC,,,Salesforce
9578360,,Rebecca Stauffer,,,rebecca.stauffer@pnc.com,,List import
5267369,,Avni Rashiti,,,avnia90@icloud.com,,Web Form Fillout
10834963,Inactive Investor,Israel Jacob,,"Raymond James Financial Services, Inc. Lynden WA 8118 Guide Meridian Rd",israel.jacob@raymondjames.com,,Salesforce
10851742,Inactive Investor,Alexander Greene,,"Raymond James Financial Services, Inc. Cary NC 204 Towne Village Dr",alex.greene@raymondjames.com,,Salesforce
10901845,Inactive Investor,Aaron Berger,Client Service Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,aaron.berger@ubs.com,,Salesforce
10616666,,Neil Kitchie,,,neil.kitchie@lpl.com,,List Import
10887439,Inactive Investor,Andrew Licon,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",,,Salesforce
11210729,Inactive Investor,Tristan Bett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11008363,Inactive Investor,Tara Begeman,,RCM Securities,,,Salesforce
9627465,,RobertFerrara Ferrara,,,robertferrara@yahoo.com,,List import
9603945,,Jay Bluestine,"Chief Executive Officer, Chief Investment Officer, Founder, Managing Member, Managing Principal, Regulatory Contact","Blue Square Asset Management, LLC",jay@bluesquarewealth.com,,List import
11206173,Inactive Investor,Cynthia Giles,,"Raymond James & Associates, Inc. Houston TX 15375 Memorial Dr",cynthia.giles@raymondjames.com,,Salesforce
11161330,Inactive Investor,Russell Kemp,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Sugar Land TX 2150 Town Square Pl",russell.kemp@rbc.com,,Salesforce
10815781,Inactive Investor,Anthony Mudd,Investment Advisor Representative,"Osaic Wealth, Inc. Mishawaka IN 3740 Edison Lakes Pkwy",,,Salesforce
10611528,,David Rogers,Financial Advisor,,david.w.rogers@lpl.com,,List Import
9621382,,Patrick LE COZ,,,patrick.lecoz@gmail.com,,List import
11051317,Inactive Investor,Adam Fletcher,,"The Leaders Group, Inc.",,,Salesforce
9602565,,Justin W,,,kingofthecage83@gmail.com,,List import
10800579,Inactive Investor,Brian Lee,Financial Advisor;Guided Portfolio Manager;Senior Vice President,Morgan Stanley Boca Raton FL 4855 Technology Way,brian.lee@morganstanley.com,,Salesforce
10856075,Inactive Investor,Kevin Beck,Associate Vice President - Investment Officer;Financial Advisor,"Wells Fargo Clearing Services, LLC Colorado Springs CO 102 S Tejon St",kevin.beck@wellsfargoadvisors.com,,Salesforce
9570695,,Chris Hailey,,,chris.hailey8@gmail.com,,List import
11121903,Inactive Investor,Michael Lyons,,LPL Financial LLC Ballston Spa NY 10 Kendall Way,,,Salesforce
10893345,Inactive Investor,Faisal Raza,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",faisal.raza@stifel.com,,Salesforce
11163372,Inactive Investor,Kevin Dorr,,Key Investment Services LLC Buffalo NY 5173 Sheridan Dr,kevin_dorr@keybank.com,,Salesforce
11143630,Inactive Investor,Lewis Drewniak,,J.P. Morgan Securities LLC Marco Island FL 103 S Barfield Dr,lewis.drewniak@jpmorgan.com,,Salesforce
10987138,Inactive Investor,Christopher Fiske,,"First Heartland Capital, Inc. Owatonna MN 108 W Vine St",cfiske@firstheartland.com,,Salesforce
11195824,Inactive Investor,Dylan Zupanc,,"Woodmen Financial Services, Inc. Cranberry Township PA 20475 Rte 19",dzupanc@woodmen.org,,Salesforce
10908052,Inactive Investor,David Melendez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",david.melendez@ml.com,,Salesforce
345425,,Scott Haynes,"AAMS, Financial Advisor",Team Financial Strategies,scott@teamstrategiesonline.com,325-480-1587,Manual List Upload
9607634,,Mathias Bergstrom,,,mathiasbergstrom3@gmail.com,,List import
11219671,,Jeffrey Meyers,,,jeffrey.meyers@ceterafs.com,,Other
10900927,Inactive Investor,Benjamin Watts,Financial Advisor,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",ben.watts@wellsfargoadvisors.com,,Salesforce
11205352,Inactive Investor,Christopher Hunt,,The Huntington Investment Company Painesville OH 56 Liberty St,christopher.hunt@huntington.com,,Salesforce
9553563,,Brian Baker,,,brian.k.baker@fmr.com,,List import
10761980,Inactive Investor,Shelli Waggoner,Financial Advisor,Morgan Stanley Decatur AL 300 Market St NE,shelli.waggoner@morganstanley.com,,Salesforce
9576955,,Sami yi?it Ercand?rl?,,,yigitdaily@gmail.com,,List import
11089604,Inactive Investor,Connie Yang,Senior Vice President,"City National Securities, Inc. Los Angeles CA 350 S Grand Ave",connie.yang@cnb.com,,Salesforce
11061338,Inactive Investor,Kathryn Alvarez,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",kathryn.alvarez@ml.com,,Salesforce
10991345,Inactive Investor,Frank Diliberto,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",frank.diliberto@prudential.com,,Salesforce
11196506,Inactive Investor,Christopher Slaughter,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,chris.slaughter.uyi1@statefarm.com,,Salesforce
10494475,,Lisa Gesin,Chief Compliance Officer,Worth Asset Management,lisa@worthassetmgmt.com,,List Import
11003244,Inactive Investor,Joseph Osborne,,Cape Securities Inc.,,,Salesforce
9607364,,Coby Stout,,,coby.stout@domaniwealth.com,,List import
11116802,Inactive Investor,Cullen Barnes,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",,,Salesforce
10934461,Inactive Investor,Jose Torres,,PFS Investments Inc. Houston TX 738 Hwy 6 S,jose.torres@primerica.com,,Salesforce
10916582,Inactive Investor,Loretta Carton,Financial Advisor,Edward Jones Mukilteo WA 12199 Village Center Pl,loretta.carton@edwardjones.com,,Salesforce
11009542,Inactive Investor,Sean Goram-Welch,,"Farmers Financial Solutions, LLC Longview TX 2392 H G Mosley Pkwy",sgoram@farmersagent.com,,Salesforce
10891443,Inactive Investor,Maurice Clarke,,"MML Investors Services, LLC Virginia Beach VA 468 Viking Dr",mclarke@massmutual.com,,Salesforce
10658378,,Tawana Campbell,,,tawana.campbell@ubs.com,,List Import
10656835,,Elizabeth Miller,,,elizabeth.miller@primerica.com,,List Import
11133136,Inactive Investor,Alice Bradshaw,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10903333,Inactive Investor,Kathryn Bashary,,State Farm VP Management Corp.,kathrynbashary@statefarm.com,,Salesforce
9642958,,Manuel Peirote,,,gccryptocurrencies@gmail.com,,List import
11160499,Inactive Investor,Rebecca Koehler,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,becky.rivers.mbyy@statefarm.com,,Salesforce
10795666,Inactive Investor,Shawn Taylor,Wealth Advisor,Thrivent Investment Management Inc. Mountain Home AR 324 E 9th St,shawn.taylor@thrivent.com,,Salesforce
11039501,Inactive Investor,Thomas Surowka,,"Kestra Investment Services, LLC Endicott NY 1405 Davis Ave",tsurowka@nfp.com,,Salesforce
9632881,,Jennifer Barb,,,jbarb@induscap.com,,List import
373763,,Mike Antosy,,[Unknown],michaelantosy@yahoo.com,,source
11260510,Inactive Investor,John Macfarlane,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10748201,,Kyle Addington,,,kyle@americanwealthadvisers.com,,Web Form Fillout
9608641,,JAmes Halpert,,,halpert@gmail.com,,List import
11129335,Inactive Investor,Barry Gorowitz,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,barry.gorowitz@morganstanley.com,,Salesforce
10869412,Inactive Investor,Pier Mutovic,Financial Advisor,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,p.mutovic@lpl.com,,Salesforce
118547,,Roy Schoenfeld,"Investment Advisor Representative, Private Wealth Advisor",Lincoln Financial Advisors Corporation,roy.schoenfeld@lfg.com,212-382-8597,
11141428,Inactive Investor,Lori Bradley,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,loripatricebradley@primerica.com,,Salesforce
11005070,Inactive Investor,Brent Duncan,Service Associate,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,,,Salesforce
224157,,jeffrey fidelman,,[Unknown],jeffrey@fidelmanco.com,,Direct
11125989,Inactive Investor,Jimmie Adams,,State Farm VP Management Corp.,jim.adams.evl8@statefarm.com,,Salesforce
9550757,,Jason Fraprie,,,jason.fraprie@surveyor-capital.com,,List import
338775,,Karen Vatnamot,"Associate, Controller",Ev Private Equity Us Inc.,karen.vatnamot@energyventures.no,281-768-6721,Manual List Upload
10508710,,April Hensley,,,april@detectvisitors.com,,Web form fillout
11059342,Inactive Investor,Mark Rhodes,Chief Executive Officer;President;Regulatory Contact,NXG Investment Management,mrhodes@nxgim.com,,Salesforce
10905140,Inactive Investor,Aaron Herwig,Wealth Advisor,The Wealth Consulting Group Leawood KS 5251 W 116th Pl,aherwig@wealthcg.com,,Salesforce
203455,,Ray Chu,,United States,raymondkchu@gmail.com,,Organic Search
10862993,Inactive Investor,Emily Buchheit,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,emily.buchheit@fmr.com,,Salesforce
6147456,,Edna Kish,,,ednakish@hotmail.com,,Web Form Fillout
9567363,,Jing Li,,,1986lijing@gmail.com,,List import
10817819,Inactive Investor,Christopher Warren,,PlanMember Securities Corporation Cardiff CA Private Residence,,,Salesforce
10869112,Inactive Investor,James Reinert,,LPL Financial LLC Boca Raton FL 1200 N Federal Hwy,james.reinert@lpl.com,,Salesforce
10888841,Inactive Investor,Martha Davenport,,Fidelity Brokerage Services LLC,,,Salesforce
49615,,Jonathan Ventimiglia,"Chief Financial Officer, Chief Compliance Officer","Saratoga Capital Management,llc",jventimiglia@saratogacap.com,623-266-4567,Manual List Upload
173912,,Zhai Siyu,,[Unknown],zhaisiyu1@hotmail.com,,Paid Social
10953832,Inactive Investor,Julia Brown,,Goldman Sachs & Co.,,,Salesforce
10531780,,David Mueller,BOD,Smartstop,DavidJMuellerCPA@aol.com,6179473123,List import
9647429,,Faraidon Saheb-Zadha,,,faraidons@googlemail.com,,List import
10986701,Inactive Investor,Philip Heness,,Edward Jones Wynnewood PA 308 E Lancaster Ave,,,Salesforce
10645612,,Leslie Delany,,,leslie.delany@morganstanley.com,,List Import
10810873,Inactive Investor,Phillip Palmer,Financial Advisor,"Osaic Wealth, Inc. Tulsa OK 6660 S Sheridan Rd",ppalmer@royalaa.com,,Salesforce
9632735,,David Gree8,,,greende1226@gmail.com,,List import
10585562,,Satoshi Shiozaki,,,satoshi.otani@sbidah.com,,Web Form Fillout
9568688,,Ed Haase,,,cordnets5@nerscape.net,,List import
10957717,Inactive Investor,Malcolm Migel,Chief Compliance Officer,Phoenix Wealth Advisors Inc.,,,Salesforce
11154495,Inactive Investor,Martin Latchaw,,"Cambridge Investment Research, Inc. Charlotte MI 118 S Cochran Ave",,,Salesforce
344738,,Chaney Sheffield,Partner,River Canyon Fund Management Llc,csheffield@canyonpartners.com,214-253-6000,Manual List Upload
10958365,Inactive Investor,Linwei Lu,,J.P. Morgan Securities LLC Arcadia CA 60 E Huntington Dr,linwei.lu@chase.com,,Salesforce
11122098,Inactive Investor,Sasa Palavestra,Financial Advisor,"Pruco Securities, LLC. Fairfield NJ 277 Fairfield Rd",sasa.palavestra@prudential.com,,Salesforce
10937775,Inactive Investor,Stephen Pitts,,LPL Financial LLC Somerset KY 1846 S Hwy 27,stephen.pitts@lpl.com,,Salesforce
198375,,Bobae Keum,,[Unknown],goldenbobae@gmail.com,,
11144052,Inactive Investor,Christopher Landherr,Financial Advisor,LPL Financial LLC Marion IA 309 7th Ave,chris.landherr@lpl.com,,Salesforce
11254673,Inactive Investor,Dawn Wasmund Ringer,,Key Investment Services LLC Buffalo NY 320 Orchard Park Rd,dawn.wasmund-ringer@key.com,,Salesforce
10862911,Inactive Investor,Scott Bennett,,Country Capital Management Company Cave Creek AZ 7100 E Cave Creek Rd,,,Salesforce
11111445,Inactive Investor,Hollie Griego,,Citigroup Global Markets Inc.,hollie.griego@citi.com,,Salesforce
11078167,Inactive Investor,Carrie Shaum,,J.P. Morgan Securities LLC Mansfield OH 800 Ashland Rd,carrie.shaum@jpmorgan.com,,Salesforce
10934322,Inactive Investor,Nathan Degoede,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",nate.degoede@nm.com,,Salesforce
10977954,Inactive Investor,Jacob Wheeler,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9642742,,Rayshawn Allen,,,allen.rayshawn@yahoo.com,,List import
11093860,Inactive Investor,Gary Stam,Financial Advisor;Principal;Registered Principal,LPL Financial LLC Fayetteville NY 6950 E Genesee St,gary.stam@lpl.com,,Salesforce
11030668,Inactive Investor,Anita Cannon,Financial Advisor,PNC Investments Fayetteville NC 214 N McPherson Church Rd,nichole.canady@pnc.com,,Salesforce
28730,,John Sicilian,"Chief Investment Officer Of Registrant And Relying Adviser, Director Of Registrant",Brickell Key Asset Management Limited,sicilian@j-aml.com,441-481-726034,
9629962,,jordan maurer,,,jordanmaurer.pro@gmail.com,,List import
81004,,Colin McNay,"President, Regulatory Contact","Telemark Asset Management, LLC",cmcnay@telemarkasset.com,617-526-8911,
11134467,Inactive Investor,Evan Anderson,,"Northwestern Mutual Investment Services, LLC Bellevue WA 10655 NE 4th St",,,Salesforce
11157784,Inactive Investor,Wynne Smith,,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",,,Salesforce
10964007,Inactive Investor,Jovani Rivera,,"Empower Financial Services, Inc Forty Fort PA Private Residence",jovani.rivera@empower.com,,Salesforce
10784951,Inactive Investor,Kevin Homan,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,kevin.homan@fidelity.com,,Salesforce
10985117,Inactive Investor,Grace Rubacky,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,,,Salesforce
51388,,Philip Nagel,"Managing General Partner, Chief Compliance Officer",Aim Capital,phil@aimcapaz.com,480-346-1556,Manual List Upload
11024236,Inactive Investor,James Richardson,,"Osaic Wealth, Inc. Boston MA 115 Federal St",,,Salesforce
9607209,,Marlon Daley,,,marloncdaley@gmail.com,,List import
9583199,,Marc Abell,,,m.abell@fi.com,,List import
10941373,Inactive Investor,Tara Davis,Financial Advisor,LPL Financial LLC Thomasville GA 13621 US Hwy 19 S,tara.davis@lpl.com,,Salesforce
9612123,,Lars Anderson,,,landerson@performancetrust.com,,List import
10773447,Inactive Investor,Regina Hart,,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",jean.hart@rbc.com,,Salesforce
11031626,Inactive Investor,Patrick McGowan,,"Sanctuary Securities, Inc. New York NY 510 Madison Ave",pmcgowan@sanctuarywealth.com,,Salesforce
9585602,,Tyrone Williams,,,tyrone8427@yahoo.com,,List import
11208918,Inactive Investor,Bradley Lawing,Member;Vice President,"Prevail Innovative Wealth Advisors, LLC",blawing@prevailiws.com,,Salesforce
11148367,Inactive Investor,Donald Hopp,,"Avantax Investment Services, Inc. Elgin IL 802 Walnut Ave",,,Salesforce
11207981,Inactive Investor,Timothy Romero,Investment Advisor Representative;Owner,"IAMS Wealth Management, LLC Port Arthur TX 2901 Turtle Creek Dr",t.romero@iamswm.com,,Salesforce
353120,,Miles Aiken,President,First World Productions,nyaseye@yahoo.com,,Event
9567862,,Kamron Kimball,,,klkimball@unitedplanners.com,,List import
10959057,Inactive Investor,Nicolas Polidore,,Vanguard Marketing Corporation,nicolas_polidore@vanguard.com,,Salesforce
9628958,,Michael Poore,,,letafreeman@gmail.com,,List import
11153939,Inactive Investor,Eric Rickan,Associate Vice President;Financial Advisor;Global Sports and Entertainment Director;Portfolio Manager,Morgan Stanley Buffalo NY 450 Essjay Rd,eric.rickan@morganstanley.com,,Salesforce
10806112,Inactive Investor,Matthew Wong,Wealth Advisor,LPL Financial LLC Kapolei HI 680 Kamokila Blvd,matt.j.wong@lpl.com,,Salesforce
11072945,Inactive Investor,Mateusz Koszarek,,"Northwestern Mutual Investment Services, LLC Peoria IL 410 Fayette St",mateusz.koszarek@nm.com,,Salesforce
11221470,,Quade Yaegel,,,quade_yaegel@troweprice.com,,List Import
11193831,Inactive Investor,Nicholas Tuzzio,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",nicholas.tuzzio@ml.com,,Salesforce
11116805,Inactive Investor,William Abbott,Financial Advisor,"Cadaret, Grant & Co., Inc. Pittsford NY 1163 Pittsford Victor Rd",wabbott@cadaretgrant.com,,Salesforce
10771800,Inactive Investor,Abraham Goldstein,,J.P. Morgan Securities LLC Brooklyn NY 4724 13th Ave,avi.d.goldstein@jpmorgan.com,,Salesforce
10791172,Inactive Investor,William Treen,,Jefferies LLC,wtreen@jefferies.com,,Salesforce
11064052,Inactive Investor,Dean Schlarb,,PFS Investments Inc. Indianapolis IN 700 N High School Rd,dean.schlarb@primerica.com,,Salesforce
11158704,Inactive Investor,Robert Fusaro,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",robert.fusaro@wellsfargoadvisors.com,,Salesforce
11235050,Inactive Investor,Daurene Lee,Chief Compliance Officer;Managing Member,GSP Financial Strategies Las Vegas NV 2700 E Sunset Rd,dlee@gspfinancial.com,,Salesforce
334875,,Daniel Otoole,Senior Vice President,"Meeder Asset Management, Inc.",dotoole@pfadm.com,800-325-3539,Manual List Upload
10960207,Inactive Investor,Isaac Robins,,Citigroup Global Markets Inc.,,,Salesforce
11125583,Inactive Investor,Ellen Ching,,"Raymond James Financial Services, Inc. San Francisco CA 360 W Portal Ave",ellen.ching@raymondjames.com,,Salesforce
10927678,Inactive Investor,Jonathan Lyons,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10790691,Inactive Investor,Richard Suraci,,PFS Investments Inc. Hamden CT 1 Evergreen Ave,richard.suraci@primerica.com,,Salesforce
10611260,,Michael Devivo,"Managing Director, Private Wealth Advisor",,michael.devivo@ampf.com,,List Import
11068248,Inactive Investor,Jorge Del Campo,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",jorge_gomezdelcampo@ml.com,,Salesforce
11176696,Inactive Investor,Juan Otero Serrano,,Kovack Securities Inc. Ponce 880 Ave Tito Castro,,,Salesforce
11169435,Inactive Investor,John Carpas,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",john_carpas@ml.com,,Salesforce
374824,,Scott Larrison,Associate Controller & Director of Endowments and Investments,University of Tulsa Endowment,scott-larrison@utulsa.edu, +1 918 631 3510,Database Upload
10821367,Inactive Investor,Darrell Todd,Financial Advisor,LPL Financial LLC Roanoke TX 90 Trophy Club Dr,darrell.todd@lpl.com,,Salesforce
11057839,Inactive Investor,William Slaney,Financial Advisor,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",william.f.slaney@ampf.com,,Salesforce
6333765,,Brook Ballenger,,,brookballenger9@gmail.com,,Web Form Fillout
10910973,Inactive Investor,Mark Beaver,Manager;Partner;Regulatory Contact;Senior Financial Advisor,Keeler & Nadler Family Wealth,mark.beaver@keelernadler.com,,Salesforce
10486456,,Luke Shanks,,PFS Investments Inc.,lshanks@primerica.com,,List Import
10907676,Inactive Investor,Lorena Galvan,,PFS Investments Inc. Elk Grove CA 9245 Laguna Springs Dr,lorena.galvan@primerica.com,,Salesforce
11293150,Inactive Investor,Jay Peters,,New Edge Wealth,jpeters@newedgecg.com,203-424-2262,Salesforce
194159,,Christopher Holton,Senior Wealth Advisor,"The Colony Group, LLC",cholton@thecolonygroup.com,,
9544075,,Clint Dodson,,,cdodson@fortstreetam.com,,List import
10791941,Inactive Investor,Brittany Anderson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brittany.anderson@fidelity.com,,Salesforce
11047503,Inactive Investor,Raymond Mertens,Board Member;Director;Investment Committee;Senior Vice President;Shareholder,Dodge & Cox,raymond.mertens@dodgeandcox.com,,Salesforce
11238755,Inactive Investor,Matt Doherty,,"Sterling Bay Capital Advisers, LLC",mdoherty@sterlingbay.com,,Salesforce
11046323,Inactive Investor,Michael Terrien,Managing Member,West Loop Financial LLC,mterrien@westloopfinancial.com,,Salesforce
9583289,,Matthew Spencer,,,matthew.spencer@bfanderson.com,,List import
9639647,,Dana Jensen,,,djensen@carlsonfamilyfoundation.org,,List import
10830664,Inactive Investor,R Sands,,"Herbert J. Sims & Co, Inc.",jsands@hjsims.com,,Salesforce
11055274,Inactive Investor,Paul Worthington,,"OneAmerica Securities, Inc.",paul.worthington@oneamerica.com,,Salesforce
10968999,Inactive Investor,Connor Mounts,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,connor_mounts@vanguard.com,,Salesforce
11112846,Inactive Investor,Brian Seto,,"Farmers Financial Solutions, LLC Burlingame CA 111 Anza Blvd",bseto@farmersagent.com,,Salesforce
10831878,Inactive Investor,Charles Davis,Financial Advisor;Vice President,Morgan Stanley Palo Alto CA 245 Lytton Ave,charles.davis.iii@morganstanley.com,,Salesforce
11120729,Inactive Investor,Jeffrey Netterville,,NYLIFE Securities LLC Natchez MS 63 Homochitto St,jnetterville@ft.newyorklife.com,,Salesforce
10488462,,Brian Hegi,"Co-Founder, Managing Partner, Partner","Crossplane Capital Management, LP",brianhegi@crossplanecapital.com,,List Import
10898208,Inactive Investor,Dominic Jablonski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,dominic.jablonski@fidelity.com,,Salesforce
11260907,Inactive Investor,Eric Odell,,Cetera Advisor Networks LLC Hawley PA 99 Welwood Ave,,,Salesforce
11235329,Inactive Investor,David Garrett,Financial Advisor,Advisor Share Wealth Management Hastings MI Private Residence,,,Salesforce
10978832,Inactive Investor,Michael Nelson,Associate Advisor;Director - Operations,"Leverty Financial Group, LLC",mnelson@levertyfinancial.com,,Salesforce
10837671,Inactive Investor,Jesse Kent,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,jesse.e.kent@ubs.com,,Salesforce
336535,,Jane Henderson,Managing Director,Walter Scott & Partners Limited,jhenderson@walterscott.com,441-312-251357,Manual List Upload
9637347,,Riyani Surya,,,riyani@justslidemedia.com,,List import
9638445,,Yong-ik Kang,,,kangyik@poba.or.kr,,List import
10799115,Inactive Investor,Todd Rustman,Chief Compliance Officer;Founder;Managing Director;Managing Partner,Clarity Capital Partners Newport Beach CA 660 Newport Center Dr,trustman@claritycapitalllc.com,,Salesforce
10868743,Inactive Investor,Terry Sosebee,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,terry.sosebee@primerica.com,,Salesforce
10915787,Inactive Investor,Richard Shasserre,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
168183,,Wai Kiat foo,,[Unknown],wai_kiat@hotmail.com,,Paid Social
11074319,Inactive Investor,Stephen Cash,Wealth Advisor,"Advisors Capital Management, LLC",,,Salesforce
3791029,,Michael Walsh,,,floridaequityllc@gmail.com,,Web Form Fillout
686,,,,,mb662389@proximus.be,,
9614284,,Kyle Williams,,,kwilliams@odlumbrown.com,,List import
11019476,Inactive Investor,Kevin Hook,Chief Compliance Officer;Managing Member,"Bridgewealth Advisory Group, LLC",kevin@bridgewealth.com,,Salesforce
10945246,Inactive Investor,Neil Cate,Preferred Relationship Manager,"Fifth Third Securities, Inc. Fairfield OH 6120 S Gilmore Rd",neil.cate@53.com,,Salesforce
11129648,Inactive Investor,Debbie Hileman,,PNC Investments Erie PA 901 State St,debbie.hileman@pnc.com,,Salesforce
11054372,Inactive Investor,Jeffrey Mccabe,Senior Wealth Advisor,"Bryn Mawr Capital Management, LLC Wilmington DE 300 Bellevue Pkwy",,,Salesforce
11160274,Inactive Investor,Gary Collins,,"Stifel, Nicolaus & Company, Incorporated Martinsville VA 201 E Main St",collinsg@stifel.com,,Salesforce
9621657,,GREG MCDANIEL,,,fireballbull@yahoo.com,,List import
11184239,Inactive Investor,Kyle Rolfes,Account Vice President;Financial Advisor,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,kyle.rolfes@ubs.com,,Salesforce
43221,,Joel Searfoss,Financial Consultant,Thrivent Investment Management Inc.,joel.searfoss@thrivent.com,865-824-2844,
10648046,,Tyler Graeve,,,tgraeve@cedrusfinancial.com,,List Import
244482,,Jill Jacobs Baar,Head of ETF Product Marketing,JP morgan,jill.jacobsbaar@jpmchase.com,,Manual List Upload
11209572,Inactive Investor,Corinne Moccia-Cunha,,"Steward Partners Investment Solutions, LLC Andover MA 300 Brickstone Sq",corinne.moccia-cunha@stewardpartners.com,,Salesforce
10890408,Inactive Investor,Malinda Weisensel,,LPL Financial LLC Waterloo WI 210 W Madison St,malinda.weisensel@lpl.com,,Salesforce
11000315,Inactive Investor,James Chmilowsky,,PFS Investments Inc. Quakertown PA 101 E Mill St,,,Salesforce
9645171,,Klaus Oestergaard,,,klaus.oestergaard@tudor.com,,List import
11173993,Inactive Investor,Mark Doughty,,"Spire Securities, LLC",mdoughty@spireip.com,,Salesforce
10777003,Inactive Investor,Scott Friedman,,"Truist Investment Services, Inc. Jupiter FL 150 S US Hwy 1",scott.friedman@truist.com,,Salesforce
11260599,Inactive Investor,William Barton,Associate Financial Advisor,"Osaic Wealth, Inc. Hillsboro OR 245 SE 5th Ave",,,Salesforce
10980762,Inactive Investor,Michael Loeb,Managing Member,Argosy Investors,,,Salesforce
9639003,,Dusti Kuehne,,,dkuehne@doubleeaglecapital.com,,List import
10900275,Inactive Investor,Jamie Felker,Chief Executive Officer;Regulatory Contact,"Abundance Wealth Counselors, LLC",jfelker@abundancellc.com,,Salesforce
9625202,,Sri Kaki,,,patrao222@gmail.com,,List import
9560631,,Brian Hennessy,,,bhennessy@stageharborfinancial.com,,List import
11172976,Inactive Investor,Eric Matsko,Associate Financial Advisor,"Allegheny Investments, Ltd.",ematsko@alleghenyfinancial.com,,Salesforce
9594464,,Ruben Lopez,,,spot78045@gmail.com,,List import
10791585,Inactive Investor,Michelle May,Financial Advisor,"Ameriprise Financial Services, LLC Somerville NJ 50 Division St",michelle.a.may@ampf.com,,Salesforce
10638833,,Bryan Young,,,byoung@elementus.io,,List Import
10941192,Inactive Investor,Cole Dehlinger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,cole.dehlinger@fidelity.com,,Salesforce
10958105,Inactive Investor,Zachary Congiardo,,MWA Financial Services Inc. Adamsville TN Private Residence,zachary.s.congiardo@mwarep.org,,Salesforce
85986,,Gregory Bickhart,,"Thrivent Advisor Network, LLC",greg.bickhart@thrivent.com,,
9593388,,James Carroll,,,jcarroll213@yahoo.com,,List import
199950,,Luz Giraldo,,"MML Investors Services, LLC",ngiraldo@financialguide.com,504-613-2026,
10856081,Inactive Investor,Laura Pontz,Account Executive,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,lpontz@janney.com,,Salesforce
11229000,Inactive Investor,Aidan Glynn,,Edward Jones Irving TX 2300 Valley View Ln,,,Salesforce
11260398,Inactive Investor,Dawson Plab,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9631950,,Kurt Potvin,,,potvin.kurt@gmail.com,,List import
9608875,,Dan Suciu,,,suciu_t_dan@yahoo.com,,List import
11254607,Inactive Investor,Mackenzie Devine,,Evercore Group L.L.C.,,,Salesforce
372614,,Barak Ben-Gal,,United States,barak.bengal@gmail.com,,Salesforce
213839,,Victor Hauter,,[Unknown],vmhg777@hotmail.com,,
11229378,Inactive Investor,Elizabeth Backes,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",backes.elizabeth@principal.com,,Salesforce
9600105,,Wai Ho Wong,,,kelvinwwh1@gmail.com,,List import
9627814,,azadeh fazlolahi,,,azadeh_fazlolahi@yahoo.com,,List import
11153359,Inactive Investor,Atif Qureshi,,"Sanford C. Bernstein & Co., LLC Dallas TX 2000 McKinney Ave",atif.qureshi@bernstein.com,,Salesforce
10942412,Inactive Investor,Brent Dewsnup,Chief Operating Officer,"B.O.S.S. Retirement Advisors, LLC",,,Salesforce
10891899,Inactive Investor,Cary Bohn,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9602172,,Jayavardhan Kota,,,jayavardhan.kota@kestrafinancial.com,,List import
10864818,Inactive Investor,Andrew Robertson,,"Uhlmann Price Securities, LLC",,,Salesforce
337521,,Mike Chochon,VP,Sequent Planning,mike@sequentplanning.com,402-953-3544,Manual List Upload
10795560,Inactive Investor,Justin Webb,Financial Advisor;Managing Director;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",justin.webb@wellsfargoadvisors.com,,Salesforce
39273,,Daniel Wolodkiewicz,Investment Advisor Representative,"Equity Services, Inc.",wolodkiewicz_dan@nlvmail.com,937-426-8332,
11211565,Inactive Investor,Jiaheng Cai,,Goldman Sachs & Co.,,,Salesforce
11045626,Inactive Investor,Youna Cho,,Jefferies LLC,ycho@jefferies.com,,Salesforce
10648164,,Daniel Mayer,,,danm@triumphcapitalmanagement.com,,List import
10981194,Inactive Investor,Aaron Meissner,,"Advanced Advisor Group, LLC Waite Park MN 110 2nd St S",,,Salesforce
11106277,Inactive Investor,Thomas Bridgman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",thomas.bridgman@ml.com,,Salesforce
10923577,Inactive Investor,Mark Brown,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,mark.brown.rqsr@statefarm.com,,Salesforce
10839005,Inactive Investor,Ryne Kirby,Investment Consultant,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
352898,,Ray Mollaev,Associate,BlackRock,raib.m@hotmail.com,,Event
11040338,Inactive Investor,Claudia Salles,Chief Compliance Officer;Chief Executive Officer;Manager;Owner,Vita Investimentos Celebration FL 1420 Celebration Blvd,,,Salesforce
11018308,Inactive Investor,Michael McGinley,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",mike.mcginley@nm.com,,Salesforce
10759129,Inactive Investor,Angela Lankford,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",angela_lankford@ml.com,,Salesforce
10846777,Inactive Investor,Keith Dean,Private Client Advisor,J.P. Morgan Securities LLC Wyandotte MI 1909 Fort St,keith.dean@jpmorgan.com,,Salesforce
9624396,,Ron Savino,,,ron@aftangels.com,,List import
9621380,,Fuad Alqassab,,,dr.fuadalqassab@gmail.com,,List import
9589076,,Joseph Wigfall,,,jwigfall1219@gmail.com,,List import
353068,,Andrew jee,cio,united futures trading co,andyjee@msn.com,,Event
11145264,Inactive Investor,Patrick Burns,Financial Advisor,"Wells Fargo Clearing Services, LLC Kenmore WA 6830 NE Bothell Way",patrick.burns@wellsfargoadvisors.com,,Salesforce
11024897,Inactive Investor,Irving Beitler,,NYLIFE Securities LLC Purchase NY Private Residence,ibeitler@ft.newyorklife.com,,Salesforce
11207214,Inactive Investor,David Tracy,Senior Wealth Advisor,"The Colony Group, LLC Calabasas CA 4500 Park Granada",dtracy@thecolonygroup.com,,Salesforce
11085592,Inactive Investor,Ann Davis,,"Empower Financial Services, Inc McCordsville IN Private Residence",ann.davis@empower.com,,Salesforce
11141140,Inactive Investor,Gautam Chukka,,Evercore Group L.L.C.,,,Salesforce
10842567,Inactive Investor,Brian Bartlett,,"Next Financial Group, Inc. Anna TX Private Residence",,,Salesforce
107747,,Barbara Renner,,None,bebi9210@gmail.com,4807934956,Paid Search
11001503,Inactive Investor,Stephen Rauh,,Thrivent Investment Management Inc.,stephen.rauh@thrivent.com,,Salesforce
10885499,Inactive Investor,Jonathan Kish,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",jonathan.kish@ml.com,,Salesforce
11154830,Inactive Investor,Marcy Johnson,,"Wells Fargo Clearing Services, LLC",marcy.boyd@wellsfargoadvisors.com,,Salesforce
11129768,Inactive Investor,Joseph Tortorici,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joseph_tortorici@vanguard.com,,Salesforce
11041753,Inactive Investor,Thomas Hart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",,,Salesforce
11004679,Inactive Investor,Melanie White,Financial Advisor,"Raymond James & Associates, Inc. Paradise Valley AZ 8501 N Scottsdale Rd",melanie.white@raymondjames.com,,Salesforce
10812314,Inactive Investor,Randall Scholl,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Medford WI 943 W Broadway Ave",randy.scholl@nm.com,,Salesforce
10962254,Inactive Investor,Lisa Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,lisa_williams@vanguard.com,,Salesforce
10883578,Inactive Investor,Michael Mandarino,,G. A. Repple & Company Apollo Beach FL 1018 Symphony Isles Blvd,michael@garepple.com,,Salesforce
9554626,,Jan-hendrik Mohr,,,jan@jmxusllc.com,,List import
11072691,Inactive Investor,Bryan Rodgers,Financial Consultant,"Charles Schwab & Co., Inc. Mystic CT 4 Holmes St",,,Salesforce
11067502,Inactive Investor,Jeffrey Moravchik,,"Pruco Securities, LLC. Ashland WI 216 3rd St W",jeffrey.moravchik@prudential.com,,Salesforce
11143868,Inactive Investor,Arthur Katz,,"Osaic FA, Inc. Paramus NJ 61 S Paramus Rd",gary.katz@lfg.com,,Salesforce
11195600,Inactive Investor,Jason Staff,,"Cambridge Investment Research, Inc. Rockport TX 1002 E Main St",,,Salesforce
11102629,Inactive Investor,Jim Yockey,,"Cambridge Investment Research, Inc. Louisville KY 101 Bullitt Ln",,,Salesforce
9549117,,John Kenny,,,j.kevin.kenny@emsov.com,,List import
10769795,Inactive Investor,Jason Halada,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Minneapolis MN 3601 Minnesota Dr",jason.halada@schwab.com,,Salesforce
9597981,,Ezzeddine Jedidi,,,jazel93@gmail.com,,List import
11188100,Inactive Investor,David Lawson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11139532,Inactive Investor,Robert Young,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10929092,Inactive Investor,Joey Peck,,"Northwestern Mutual Investment Services, LLC Leawood KS 4200 W 115th St",joey.peck@nm.com,,Salesforce
11167180,Inactive Investor,Carlisle Moore,,Cetera Advisor Networks LLC Rock Hill SC 325 S Oakland Ave,,,Salesforce
9617257,,Jason Schluckebier,,,jason.schluckebier@cornhuskerbank.com,,List import
10787087,Inactive Investor,Michael Moyer,,Vanguard Marketing Corporation,michael_moyer@vanguard.com,,Salesforce
11017363,Inactive Investor,Raymond Amor,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,ramor@ft.newyorklife.com,,Salesforce
10863646,Inactive Investor,Kevin Martin,,"Noble Capital Markets, Inc. Westport CT 88 Post Rd W",kmartin@noblecapitalmarkets.com,,Salesforce
10849431,Inactive Investor,Tracy Ham,,Cetera Advisors LLC Temecula CA 31600 Corte Padrera,tracy.ham@ceteraadvisors.com,,Salesforce
11124041,Inactive Investor,Paul Suenderhaft,,NYLIFE Securities LLC Hatboro PA Private Residence,rsuenderhaft@ft.newyorklife.com,,Salesforce
11113677,Inactive Investor,Jonathan Moore,,"Calton & Associates, Inc. Knoxville TN 5321 Western Ave",jmoore@calton.com,,Salesforce
10766009,Inactive Investor,Abby Nygren,Senior Client Associate,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",abby.o.nygren@wellsfargo.com,,Salesforce
245262,,Claudia Batlle,Founder and Chief Investment Officer,Seaview Investment Managers,cbatlle@seaviewim.com,13053503350,Manual List Upload
11131294,Inactive Investor,William Cassilly,,"Northwestern Mutual Investment Services, LLC Madison MS 124 1 Madison Plz",bill.cassilly@nm.com,,Salesforce
10912489,Inactive Investor,Hans Kim,,NYLIFE Securities LLC Fort Lee NJ 2160 N Central Rd,hskim@ft.newyorklife.com,,Salesforce
10603759,,David Hunt,"Chairman, Chief Executive Officer, Director, President, Regulatory Contact","PGIM, Inc.",david.hunt@pgim.com,,List Import
197907,,Douglas Demay,Investment Advisor Representative,"Equity Services, Inc.",demay_douglas@nlvmail.com,860-430-1977,
344656,,Bryn Gostin,Executive Committee Member,"Capital Dynamics, Inc.",bgostin@capdyn.com,212-798-3400,Manual List Upload
6429547,,Robt Smith,,,hasije6296@breazeim.com,,Web Form Fillout
9620802,,Min Xu,,,minxu2009@gmail.com,,List import
11102670,Inactive Investor,Vicki Schilling,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Rapid City SD 909 Saint Joseph St,vicki.a.schilling@morganstanley.com,,Salesforce
10912999,Inactive Investor,Jared Ainley,Senior Financial Consultant,"Charles Schwab & Co., Inc. Spokane WA 818 W Riverside Ave",,,Salesforce
11069658,Inactive Investor,Michael Montanino,,Newbridge Securities Corporation Syosset NY 6800 Jericho Tpke,mmontanino@newbridgesecurities.com,,Salesforce
241981,,Amy Estrada,Operations,Park Avenue Securities,amy_estrada@glic.com,,Event
77468,,David Hraby,Financial Associate,Thrivent Investment Management Inc.,david.hraby@thrivent.com,715-748-4502,
10862236,Inactive Investor,John Hardin,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Porterville CA 36 E Morton Ave",john.s.hardin@ampf.com,,Salesforce
11109195,Inactive Investor,Nayilis Hernandez,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,nayilis.diaz@primerica.com,,Salesforce
81818,,Benny Wright,,"Wright medical, inc",bennywright8103@comcast.net,6014795545,
10830912,Inactive Investor,Jeffrey Rockwell,Private Wealth Advisor,Commonwealth Financial Network Stamford CT 1177 High Ridge Rd,jrockwell@commonwealth.com,,Salesforce
10962542,Inactive Investor,Shari Neubauer,,"Allstate Financial Services, LLC Houston TX 15024 FM 529 Rd",sharineubauer@allstate.com,,Salesforce
10964394,Inactive Investor,Steven Lee,,"Allstate Financial Services, LLC Clarksville MD 12447 Clarksville Pike",,,Salesforce
334783,,Stanley Renecker,Managing Director Acquisitions,Campbell Global,srenecker@campbellgroup.com,503-275-9675,Manual List Upload
10960624,Inactive Investor,Weston Philpot,,"Farmers Financial Solutions, LLC Mountlake Terrace WA 6100 219th St SW",wphilpot@farmersagent.com,,Salesforce
11231830,Inactive Investor,Thomas Marshall,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10839780,Inactive Investor,Joseph Killgore,Financial Consultant,"Charles Schwab & Co., Inc. Greenville TX 3110 Interstate Hwy 30",joseph.killgore@schwab.com,,Salesforce
2554107,,Taylor Demarest,,,taylor.demarest@gmail.com,,
9620242,,james stern,,,jkstern@gmail.com,,List import
11032442,Inactive Investor,Richard Duenas Arias,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",richard.duenasarias@tfaconnect.com,,Salesforce
10920877,Inactive Investor,Gina Doyle,,Country Capital Management Company Minooka IL 633 W Mondamin St,gina.doyle@countryfinancial.com,,Salesforce
214928,,Oliver Balcomb,,[Unknown],oliver.balcomb@westminster-wealth.com,,
9643520,,Charles Pace,,,cwpace@msn.com,,List import
227987,, -,,[[Unknown]],mridgway@me.com,,
25159,, -,,[[Unknown]],pankaj_s2000@yahoo.com,,Direct
79815,,Carl Hill,Relationship Manager,Fidelity Personal and Workplace Advisors,carl.hill@fmr.com,,
11067243,Inactive Investor,Keith Manning,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,keith.manning@fidelity.com,,Salesforce
9581295,,Ericka Towe,,,ericka.towe@transamerica.com,,List import
11022916,Inactive Investor,Brian Gentry,,LPL Financial LLC Pleasanton CA 6654 Koll Center Pkwy,brian.gentry@lpl.com,,Salesforce
10765645,Inactive Investor,Christopher O'Shea,Financial Advisor,"Allegiance Financial Advisors, Inc.",coshea@allegianceadvisors.com,,Salesforce
10978944,Inactive Investor,Jason Watson,,LPL Financial LLC Hamilton MT 100 W Main St,jason.watson@lpl.com,,Salesforce
10850078,Inactive Investor,Jason Abeles,Banking Consultant;Vice President,"Raymond James & Associates, Inc.",jason.abeles@raymondjames.com,,Salesforce
11073621,Inactive Investor,James Maher,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Eureka CA 2421 Buhne St,jim.maher@morganstanley.com,,Salesforce
47032,,Lawrence Hartley,"Financial Planner, Member","Thoroughbred Financial Services, LLC",rhartley@thoroughbredfinancial.com,615-371-0001,
155492,,vu pham,,[Unknown],vuphamme@gmail.com,,Organic Search
10777921,Inactive Investor,Mark Sanders,Executive Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mark.a.sanders@jpmorgan.com,,Salesforce
10793947,Inactive Investor,Pamela Brooks,,LPL Financial LLC Cleveland OH 1100 Superior Ave E,pamela.brooks@lpl.com,,Salesforce
342187,,Ross Pritchett,Senior Investment Forester,"Timberland Investment Resources, Llc",pritchett@tirllc.com,404-848-2000,Manual List Upload
9623357,,Phillip Jones,,,pgjones75@gmail.com,,List import
10987333,Inactive Investor,Angelo Risola,,"J.W. Cole Financial, Inc. Paradise Valley AZ 10505 N 69th St",,,Salesforce
11207617,Inactive Investor,Robert Mitchell,Chief Compliance Officer;Founder;Managing Member,Dukes Lane Investments LLC,bob.mitchell@dukeslaneinvest.com,,Salesforce
11002748,Inactive Investor,Anthony Morrell,,MM Ascend Life Investor Services LLC,,,Salesforce
123802,,Michael Becker,,"Hightower Advisors, Llc",1michaelbecker@gmail.com,,
10795824,Inactive Investor,Brandon Woodhead,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,brandon.woodhead@ubs.com,,Salesforce
9598319,,William Mccall,,,mccall@assetstrategyconsultants.com,,List import
242532,,Suzanne Morsfield,Global Head of Accounting Solutions,[Unknown],s.morsfield@lukka.global,,Database Upload
198135,,Alejandro Jankelevich,,[Unknown],ajankele@mac.com,,Organic Search
11143328,Inactive Investor,Gennaro Disilvio,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",gennaro.disilvio@ml.com,,Salesforce
9610904,,PETER DICK,,,paivicawit712@hotmail.com,,List import
9572040,,Brent Mcquiston,,,bmcquiston@hightoweradvisors.com,,List import
10938736,Inactive Investor,Matthew Ruhl,Financial Advisor,PNC Investments Twinsburg OH 2710 E Aurora Rd,matthew.ruhl@pnc.com,,Salesforce
10984717,Inactive Investor,Daphne Bonet Sebastian,,Citigroup Global Markets Inc.,,,Salesforce
10968056,Inactive Investor,Jason Fuller,,Cetera Investment Services LLC Pensacola FL 70 N Baylen St,,,Salesforce
10760032,Inactive Investor,Anthony Baker,Vice President,Morgan Stanley San Diego CA 101 W Broadway,anthony.baker@morganstanley.com,,Salesforce
352379,,Kevin Runyon,"Executive Vice President, CIO, Head, Banking Services",Murphy Capital Management Inc,krunyon@pgbank.com,908-719-6430,Manual List Upload
11079743,Inactive Investor,Thomas Lenci,Financial Advisor,"Northwestern Mutual Investment Services, LLC Naples FL 4851 Tamiami Trl N",tom.lenci@nm.com,,Salesforce
10798560,Inactive Investor,William Glennon,Financial Advisor;Vice President,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,ty.glennon@morganstanley.com,,Salesforce
10974102,Inactive Investor,Michael Badon,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,mbadon@primerica.com,,Salesforce
10879174,Inactive Investor,David Kalvar,Financial Advisor;Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,david.kalvar@morganstanley.com,,Salesforce
10916936,Inactive Investor,Stephanie Leatherman,,"Osaic Wealth, Inc. Englewood CO 12835 E Arapahoe Rd",,,Salesforce
10944912,Inactive Investor,Dusty Flannery,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,dusty.flannery.prdd@statefarm.com,,Salesforce
11223144,,Juliet Willetts,,,jwilletts@clearbridgeadvisors.com,,List Import
11242079,,Iyan Rohman,,,iyanrohman50@gmail.com,,Web Form Fillout
11204738,Inactive Investor,Rodney Engel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Brea CA 135 S State College Blvd,rodney.engel@ubs.com,,Salesforce
10853213,Inactive Investor,Steve Schaefer,Chief Compliance Officer;Owner;Principal,Eagle Eye Advisory LLC,ss@eagle-eye-advisory.com,,Salesforce
10488066,,David Martin,,Advisor Resource Council,david@ridgemarkfinancial.com,,List import
10929974,Inactive Investor,Bradley Christensen,Chief Compliance Officer;Managing Member;Owner;Retirement Plan Specialist,Ascent Retirement Advisors,brad@ascentretirement.com,,Salesforce
10797220,Inactive Investor,Ryan Harris,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10619551,,Kim Hawkinson,,,kim.r.hawkinson@morganstanley.com,,List Import
11172869,Inactive Investor,Derek Chin,Assistant Vice President;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",derek.chin@ml.com,,Salesforce
10807925,Inactive Investor,Shelby Torres,,Morgan Stanley Miami FL 200 S Biscayne Blvd,shelby.torres@morganstanley.com,,Salesforce
10781055,Inactive Investor,Jon Taylor,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",jon.taylor@schwab.com,,Salesforce
11083101,Inactive Investor,Roy Combs,,MissionSquare Investment Services,rcombs@icmarc.org,,Salesforce
11106923,Inactive Investor,Erin Wendell,Chief Financial Officer,"CW Advisors, LLC",ewendell@cwadvisorsgroup.com,,Salesforce
221487,,Rogelio Caceres,,[Unknown],rcaceres@globalrcg.com,,
11029127,Inactive Investor,Steven Roy,Chief Compliance Officer;Chief Operations Officer;Compliance Officer;Managing Member,Cambyses Financial Advisors,,,Salesforce
11132920,Inactive Investor,Cody Steele,Financial Advisor,Edward Jones Ardmore OK 333 W Main St,cody.steele@edwardjones.com,,Salesforce
9552665,,John Walker,,,jw@hmpayson.com,,List import
11236118,Inactive Investor,Matthew Ford,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
9580672,,Mark Renard,,,mark.renard@johnstonefinancial.com,,List import
10934678,Inactive Investor,Dwanna Felton,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",dwanna.felton@tiaa-cref.org,,Salesforce
10953203,Inactive Investor,Dee Hilliard,,Cetera Advisors LLC Grove OK 224 E 3rd St,dee.hilliard@ceteraadvisors.com,,Salesforce
11058941,Inactive Investor,Christopher Cavaliere,,Citigroup Global Markets Inc.,,,Salesforce
11127997,Inactive Investor,Melissa Kay,,"Farmers Financial Solutions, LLC Los Angeles CA 527 W 7th St",mkay@farmersagent.com,,Salesforce
182061,,Dominic Rose,,[Unknown],dominicmrose@googlemail.com,,Other
11089047,Inactive Investor,Jeffrey Mathies,Chief Compliance Officer;Chief Executive Officer;President,Mathies Financial Partners,jeff.mathies@mathiesfp.com,,Salesforce
10997729,Inactive Investor,Lauren Schneider,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11140059,Inactive Investor,Kimberly Tucker,Financial Advisor,Edward Jones Springboro OH 78 Remick Blvd,kimberly.tucker@edwardjones.com,,Salesforce
11017238,Inactive Investor,Michael Virden,Financial Advisor;President,Delta Hedge Financial,,,Salesforce
10853970,Inactive Investor,Robert Killebrew,Relationship Advisor,"WMS Partners, LLC",rkillebrew@wms-partners.com,,Salesforce
10841049,Inactive Investor,Daniel Mageras,,"IFP Securities, LLC Saint Petersburg FL 11300 4th St N",daniel.mageras@ifpartners.com,,Salesforce
11051586,Inactive Investor,Phillip Lorenzon,,Duke and Duke Wealth Management LLC,,,Salesforce
9598823,,Marques Dickson,,,marques.dickson@cnb.com,,List import
9558657,,Alexander Zaharoff,,,lex@htgadvisors.com,,List import
10899203,Inactive Investor,Justin Dawson,Financial Advisor,Edward Jones Washington Court House OH 247 E Court St,justin.dawson@edwardjones.com,,Salesforce
10908416,Inactive Investor,Case Sosnoff,,"TastyTrade, Inc. Chicago IL 1000 W Fulton Market",,,Salesforce
11190263,Inactive Investor,Amanda Tice,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",amanda.tice@schwab.com,,Salesforce
10946096,Inactive Investor,Richard Moon,,"Northwestern Mutual Investment Services, LLC Roanoke VA 327 King George Ave SW",richard.moon@nm.com,,Salesforce
11126703,Inactive Investor,Garrett Kelly,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",garrett.kelly@schwab.com,,Salesforce
11233548,Inactive Investor,Morton Lembeck,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10903783,Inactive Investor,Joshua Davis,Client Service Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,josh.davis@morganstanley.com,,Salesforce
10994379,Inactive Investor,James Beyer,Financial Advisor,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",jbeyer@brokersifs.com,,Salesforce
11183979,Inactive Investor,William Maxwell,Chief Compliance Officer;Chief Executive Officer;Managing Member,Maxwell Family Office,,,Salesforce
10772769,Inactive Investor,George Mardyks,,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,george.mardyks@opco.com,,Salesforce
11151916,Inactive Investor,Eric Fritz,,"Berthel, Fisher & Company Financial Services, Inc. Burlington IA 400 S Roosevelt Ave",efritz@berthel.com,,Salesforce
9639162,,Manon Duez,,,m.duez@cdr-capital.com,,List import
10775770,Inactive Investor,James Toth,Managing Director;Senior Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",james_toth@ml.com,,Salesforce
9579273,,Ronald Kortan,,,rkortan@hdfinancial.com,,List import
10983501,Inactive Investor,Kynan Delcambre,,J.P. Morgan Securities LLC Scott LA 5720 Cameron St,kynan.delcambre@chase.com,,Salesforce
11209111,Inactive Investor,Richard Speers,Managing Member,Private Wealth Management of North Carolina LLC Raleigh NC 134 Wind Chime Ct,rick@pwmofnc.com,,Salesforce
240781,,Jim Cemprola,Managing Director,Wilshire,jcemprola@wilshire.com,,Event
11039463,Inactive Investor,Nathan Raddatz,,"W&S Brokerage Services, Inc. Saint Paul MN 1700 Hwy 36 W",nathan.raddatz@wslife.com,,Salesforce
68363,,Karen Zicht,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",karen.zicht@transamerica.com,,
10836810,Inactive Investor,Garrett Jones,Advisor;Managing Director,Rockefeller Financial LLC Winter Park FL 271 W Canton Ave,gjones@rockco.com,,Salesforce
10989898,Inactive Investor,Thomas Coleman,,"Preferred Client Group, Inc.",,,Salesforce
248367,,Phil Rodriguez,VP - Strategy,JP Morgan,phil.rodriguez@jpmorgan.com,,Manual List Upload
10816898,Inactive Investor,Daniel Jurgovan,Chief Technology Officer;Principal,JMG Financial Group Ltd,dan@jmgfin.com,,Salesforce
10844816,Inactive Investor,Brandon Hibdon,Financial Advisor,LPL Financial LLC Santa Rosa CA Private Residence,brandon.hibdon@lpl.com,,Salesforce
11181755,Inactive Investor,Jason Hantman,Private Wealth Advisor;Senior Vice President,Morgan Stanley Providence RI 1 Financial Plz,jason.hantman@morganstanleypwm.com,,Salesforce
10857558,Inactive Investor,Charles Schwartz,,"Ameriprise Financial Services, LLC Prescott AZ Private Residence",charles.f.schwartz@ampf.com,,Salesforce
10827282,Inactive Investor,Jay Dickenson,Branch Manager;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",dickensonj@stifel.com,,Salesforce
10981911,Inactive Investor,Juan Sandoval,,"Wells Fargo Clearing Services, LLC Lancaster CA 802 W Lancaster Blvd",juan.a.sandoval@wellsfargo.com,,Salesforce
10909506,Inactive Investor,Marcos Latorre,,"Madison Avenue Securities, LLC",mlatorre@mas-bd.com,,Salesforce
11208694,Inactive Investor,Kevin Sloss,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11037362,Inactive Investor,Mark Kowal,,Cetera Advisor Networks LLC Mokena IL 10062 W 190th Pl,,,Salesforce
152737,,Jon jenkins,,[Unknown],jrjenks@hotmail.co.uk,,Organic Search
10618159,,Michael Gieseke,,,michael.gieseke@ceterainvestors.com,,List Import
5672,, -,,[[Unknown]],golftango@gmail.com,,Initial Salesforce Import
11121845,Inactive Investor,Jennifer Bonifas,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",jennifer_bonifas@ml.com,,Salesforce
10857603,Inactive Investor,Michael Krisko,,Commonwealth Financial Network Wakefield MA 500 Edgewater Dr,mkrisko@commonwealth.com,,Salesforce
1004728,Inactive Investor,Tom Rollinger,,Tom Rollinger,info@redrockcapital.com,,3rd Party Lead Gen
10899569,Inactive Investor,Christopher Larson,,Edward Jones Des Moines IA 4227 Fleur Dr,chris.larson2@edwardjones.com,,Salesforce
10836471,Inactive Investor,Kevin Hereford,Branch Manager,"Wells Fargo Advisors Financial Network, LLC Saint Louis MO 1610 Des Peres Rd",kevin.hereford@wfafinet.com,,Salesforce
10742627,,Reuben Igwe,,,reubeniruka2023@gmail.coml,,Web Form Fillout
10854909,Inactive Investor,Steven Root,,"Allstate Financial Services, LLC Baton Rouge LA 8676 Goodwood Blvd",stevenroot@allstate.com,,Salesforce
11260418,Inactive Investor,Christian Iurato,,"Osaic Wealth, Inc. West Hollywood CA Private Residence",,,Salesforce
11134235,Inactive Investor,John Reidy,Compliance Officer,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
11198726,Inactive Investor,William Zinn,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9592392,,Ryan Lynch,,,rlynch@lnaonline.com,,List import
10880121,Inactive Investor,Pooja Chawla,Partner;Private Wealth Advisor,Advisory Services Network,,,Salesforce
10853996,Inactive Investor,Richard Yantis,Investment Advisor Representative,RDA Financial Network Cedar Falls IA 2603 Rainbow Dr,dyantis@rdafn.com,,Salesforce
189690,,Darius Mistry,Owner,D. Mistry M&A Advisory Services LLC,dariusmistrytx@gmail.com,(128) 189-8847,Other
10812002,Inactive Investor,Ka Ki Leung,Chief Compliance Officer;Financial Advisor,Beyond Financial Services,kenneth@beyondfinancialservices.com,,Salesforce
11191364,Inactive Investor,Kurt Liedtke,Chief Compliance Officer;President,Citadel Investment Advisory Inc,,,Salesforce
11105629,Inactive Investor,Tiffany Taylor,,"Empower Financial Services, Inc",tiffany.taylor@empower.com,,Salesforce
11020146,Inactive Investor,Weng Ao,,J.P. Morgan Securities LLC San Francisco CA 1318 Stockton St,,,Salesforce
10812854,Inactive Investor,Jeffrey Gelinas,,"The Leaders Group, Inc.",jeffrey.gelinas@leadersgroup.net,,Salesforce
10619039,,Robert Wurzburg,,,rwurzburg@forumfinancial.com,,List Import
11175001,Inactive Investor,James Pearson,,"Cambridge Investment Research, Inc. Warrenton VA 73 W Lee Hwy",,,Salesforce
11042119,Inactive Investor,John Grantham,Financial Advisor,Edward Jones Long Beach MS 224 W Railroad St,chris.grantham@edwardjones.com,,Salesforce
11040276,Inactive Investor,Ana Rincon Diaz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hollywood FL 15999 SW 29th St",,,Salesforce
9577101,,Thomas Watson,,,tom@watson-training.com,,List import
10855822,Inactive Investor,Shaun Bracken,Financial Advisor,Bridgelight Capital LLC,shaun@bridgelight.com,,Salesforce
10797480,Inactive Investor,Paul Smith,Financial Advisor,"Ameriprise Financial Services, LLC Hershey PA 320 W Chocolate Ave",paul.smith@ampf.com,,Salesforce
9645835,,Joseph Scharfenberger,,,jscharfenberger@gmail.com,,List import
10934147,Inactive Investor,Darlene Cheatom-Deason,,LPL Financial LLC Rochester MI 425 Walnut Blvd,darlene.cheatom-deason@lpl.com,,Salesforce
9640941,,Raheel Chohan,,,raheelchohan@gmail.com,,List import
11184745,Inactive Investor,Kevin Craft,,State Farm VP Management Corp. Guthrie OK 1124 S Division St,,,Salesforce
11182816,Inactive Investor,Virginia Dalton,Financial Advisor;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",virginia.dalton@ml.com,,Salesforce
11209289,Inactive Investor,Jimmy Steelhammer,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9643393,,Titilayo Qyadri,,,barakattitilayo327@gmail.com,,List import
11146514,Inactive Investor,Zachary Checketts,,Morgan Stanley South Jordan UT 680 W 10000 S,zachary.checketts@morganstanley.com,,Salesforce
9562115,,John Harpine,,,john.a.harpine@suntrust.com,,List import
10985464,Inactive Investor,Nathan Patzke,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,nathan.patzke@jpmorgan.com,,Salesforce
10614864,,Marc Scher,"Financial Advisor, Financial Planning Specialist, Senior Vice President",,marc.scher@morganstanley.com,,List Import
9622054,,A D,,,as@dd.com,,List import
10891695,Inactive Investor,Princess Roberts,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,princess.roberts@jpmorgan.com,,Salesforce
10848999,Inactive Investor,Chet Bogdan,,LPL Financial LLC Denver CO 3600 S Yosemite St,chet.bogdan@lpl.com,,Salesforce
10647583,,Donna Boender,,,donna.boender@wellsfargoadvisors.com,,List Import
10879205,Inactive Investor,Nicholas Bedlan,Wealth Manager,Creative Planning Seattle WA Private Residence,nicholas.bedlan@creativeplanning.com,,Salesforce
11165693,Inactive Investor,Marguerite Pickett,,"Equitable Advisors, LLC San Angelo TX 430 W Beauregard Ave",marguerite.pickett@equitable.com,,Salesforce
11194764,Inactive Investor,Chad Harmon,Financial Advisor;Partner,A & I Wealth Management,,,Salesforce
10947565,Inactive Investor,Jacqueline Salgado,,J.P. Morgan Securities LLC Mount Dora FL 18925 US Hwy 441,jacqueline.m.salgado@jpmorgan.com,,Salesforce
11232992,Inactive Investor,Michelle Flam,Senior Client Associate,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",michelle.flam@wfa.com,,Salesforce
9629993,,Jinyuan Wang,,,wangmilo@hotmail.com,,List import
11150919,Inactive Investor,Robert Pollard,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Lexington KY 489 E Main St",robert.pollard@raymondjames.com,,Salesforce
10855787,Inactive Investor,John Mangin,Financial Professional,"OneAmerica Securities, Inc. Tampa FL 3825 Henderson Blvd",john.mangin@oneamerica.com,,Salesforce
371519,,Merey Iliyev,,[Unknown],miko.iliev@gmail.com,,Salesforce
10968053,Inactive Investor,Christine Shane,,J.P. Morgan Securities LLC Richardson TX 4175 E Renner Rd,christine.shane@jpmorgan.com,,Salesforce
10927743,Inactive Investor,Dallas Holmgren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11260097,Inactive Investor,Konner Witt,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10603906,,Mitchell Appel,"Chief Executive Officer, Regulatory Contact, Shareholder, Treasurer, Trustee",EULAV Asset Management,mappel@eulavam.com,,List Import
224660,,John Elmendorf,,[[Unknown]],john.elmendorf@gmail.com,,Initial Salesforce Import
10949199,Inactive Investor,Joshua Rivers,Financial Planner;Investment Advisor;Wealth Manager,"CW Advisors, LLC Columbia MD 6345 Woodside Ct",jrivers@cwadvisorsgroup.com,,Salesforce
5061186,,kol him,,,nafot21799@abudat.com,,Web Form Fillout
9640778,,Leopoldo Moraes,,,leopoldo.ideal@gmail.com,,List import
10905181,Inactive Investor,Jarrod Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10884553,Inactive Investor,David Sharps,,Cetera Investment Services LLC Oakland MD 19 S 2nd St,dave.sharps@ceterafs.com,,Salesforce
10971952,Inactive Investor,Eileen Hardy,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",eileen.hardy@nm.com,,Salesforce
11049567,Inactive Investor,Paul Marascalco,Chief Compliance Officer;Investment Advisor,Paul Marascalco Registered Investment Advisor,riapaulm@gmail.com,,Salesforce
9624910,,WALT WILSON,,,walt@waltwilson.com,,List import
10777428,Inactive Investor,Andrew Cimis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",andrew_cimis@ml.com,,Salesforce
11197927,Inactive Investor,Jennifer Hampton,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,jennifer.hampton@jpmorgan.com,,Salesforce
9541139,,Elizabeth Carr,,,beth@clgwm.com,,List import
9544326,,Jeffrey Petersen,,,jeff@willowgroveadvisors.com,,List import
10978507,Inactive Investor,Chavelt Saint Charles,,"Allstate Financial Services, LLC Valley Stream NY 135 E Merrick Rd",chaveltsaint-charles@allstate.com,,Salesforce
11134211,Inactive Investor,Stuart Craig,,Morgan Stanley Anchorage AK 2550 Denali St,stuart.craig@morganstanley.com,,Salesforce
218756,,David Goad,,[Unknown],goadd@outlook.com,,Direct
368213,,Maxwell Stein,Vice President,,maxwell.stein@blackrock.com,8665298582,Webinar
9564853,,Katie Maier,,,katie.maier@carval.com,,List import
10864078,Inactive Investor,Jason Betley,Managing Director,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,jason.betley@opco.com,,Salesforce
9575508,,Grant Buster,,,gbuster@massmutual.com,,List import
11043839,Inactive Investor,Michael Holt,,J.P. Morgan Securities LLC Charlotte NC 500 Providence Rd,michael.x.holt@chase.com,,Salesforce
9560183,,Corey Weintraub,,,cweintraub@bloomassetmanagement.com,,List import
10817505,Inactive Investor,Thomas Ruggie,Chief Compliance Officer;Managing Member;Owner,"Destiny Wealth Partners, LLC",,,Salesforce
10911659,Inactive Investor,Brian Hermann,Chief Operating Officer;Chief Operations Officer;Regulatory Contact,"Elevated Capital Advisors, LLC",bhermann@elevatedcapadv.com,,Salesforce
9628261,,Kelly Kraft,,,kellylkraft@gmail.com,,List import
11072521,Inactive Investor,Skye Dahl,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",skye.t.dahl@ampf.com,,Salesforce
11068162,Inactive Investor,Aidan O'Grady,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,aidan.ogrady@edwardjones.com,,Salesforce
9632078,,ryan lucken,,,rdl67@cornell.edu,,List import
11254609,Inactive Investor,Pranav Ram,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
9573148,,Paul Hundley,,,phund52@gmail.com,,List import
11232549,Inactive Investor,Michael Grimm,,"Wells Fargo Advisors Financial Network, LLC",michael.grimm@wfafinet.com,,Salesforce
10919407,Inactive Investor,Phillip Veenstra,,LPL Financial LLC Grandville MI 3900 Chicago Dr SW,phillip.veenstra@lpl.com,,Salesforce
9584124,,Keith Pennell,,,kpennell@dfwcapital.com,,List import
10860269,Inactive Investor,Scott Friberg,Financial Advisor;Investment Advisor,LPL Financial LLC Round Hill VA Private Residence,scott.friberg@lpl.com,,Salesforce
11005474,Inactive Investor,Jennifer Meldrim,,LPL Financial LLC Henderson NV 27 Candlewyck Dr,jennifer.meldrim@lpl.com,,Salesforce
10927452,Inactive Investor,David Rippetoe,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,david.rippetoe@primerica.com,,Salesforce
9639961,,Dean Niedospial,,,dean@chicagoparkpension.org,,List import
211889,,Rhea Thomas,Senior Economist,Wilmington Trust,rthomas2@wilmingtontrust.com,,
11139411,Inactive Investor,Steven Jones,,"Independent Financial Group, LLC Delafield WI Private Residence",sjones@ifgrr.com,,Salesforce
9617279,,kai zhang,,,calvinzhangmail@foxmail.com,,List import
7287290,,Mubarak Kabiru,,,mubarakkabirmk11@gmail.com,,Web Form Fillout
10875822,Inactive Investor,Kenneth Neal,Financial Advisor;Vice President,Janney Montgomery Scott LLC Goldsboro NC 204 Malloy St,hneal@janney.com,,Salesforce
10823984,Inactive Investor,Steven Taylor,Relationship Manager,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11014564,Inactive Investor,Abu R Khan,,"Allstate Financial Services, LLC Augusta GA 3661 Peach Orchard Rd",akhan@allstate.com,,Salesforce
10768018,Inactive Investor,John Koudsi,Chief Executive Officer;Chief Financial Officer;Regulatory Contact,Core Financial,john@corecfp.com,,Salesforce
10781732,Inactive Investor,Bianca Aboolian,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",bianca.aboolian@wellsfargo.com,,Salesforce
11000762,Inactive Investor,Patrick Flynn,,Vanguard Marketing Corporation,patrick_flynn@vanguard.com,,Salesforce
11085493,Inactive Investor,Timothy Crane,,Neuberger Berman BD LLC Tampa FL 401 E Jackson St,timothy.crane@nb.com,,Salesforce
10838542,Inactive Investor,Robin Brigham,Financial Planner;Senior Advisor,"Hager Investment Management Services, LLC",,,Salesforce
11260417,Inactive Investor,Peter Shaker,,"Osaic Wealth, Inc. Somerville NJ 92 E Main St",,,Salesforce
241362,Inactive Investor,Kimberly Donovan,,Brown University Investment Office,kimberly_donovan@brown.edu,(401) 867-3983,Database Upload
10995525,Inactive Investor,Searsann Hidalgo,Financial Advisor,PFS Investments Inc. Tarrytown NY 303 S Broadway,smurray.9hhrn@primerica.com,,Salesforce
9551647,,Alberto Gordo,,,alberto.gordo@protein.capital,,List import
11192310,Inactive Investor,Jonathan Fisk,Chief Compliance Officer;President;Senior Portfolio Manager,Integrity Dynamic Investments LLC,jonathan.fisk@integritydynamicinvestments.com,,Salesforce
9590356,,Murali Krishna G,,,gvmkc.trading@gmail.com,,List import
10936696,Inactive Investor,Ellen Lausterer,Senior Client Service Associate,"Raymond James & Associates, Inc. Melbourne FL 709 S Harbor City Blvd",ellen.lausterer@raymondjames.com,,Salesforce
9590898,,Brent Beverly,,,bbeverly@tagfinancial.com,,List import
9558426,,Samuel Anthony,,,samuelisticantho876@gmail.com,,List import
11032387,Inactive Investor,Keona Griffin,,LPL Financial LLC,keona.griffin@lpl.com,,Salesforce
11130641,Inactive Investor,San T Pham,Financial Advisor,"Ameriprise Financial Services, LLC Woodland Hills CA 6355 Topanga Canyon Blvd",san.t.pham@ampf.com,,Salesforce
9626407,,UUT ARDI ANSHA,,,ardiansyahuut7573@gmail.com,,List import
10771090,Inactive Investor,Kathleen Buck,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Scranton PA 201 Lackawanna Ave",kathleen.buck@wfadvisors.com,,Salesforce
11135740,Inactive Investor,Ryan O'Malley,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,,,Salesforce
11019095,Inactive Investor,Zachary Mcpherson,,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,,,Salesforce
11168479,Inactive Investor,Thomas Way,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",tj.way@wellsfargoadvisors.com,,Salesforce
11057001,Inactive Investor,Brian Jones,Chief Executive Officer;Financial Planner;Founder,NextGen Financial Advice LLC,,,Salesforce
11156632,Inactive Investor,Nickolas Cook,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9565519,,Shaun Streett,,,eta_mu_585@hotmail.com,,List import
11050625,Inactive Investor,Russell Tate,,Cetera Investment Services LLC Birmingham AL 2050 Parkway Office Cir,russell.tate@ceterais.com,,Salesforce
9635834,,Josh Shih,,,jshih@castaneapartners.com,,List import
11117879,Inactive Investor,Thomas Wenzel,Financial Advisor;First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Tacoma WA 1201 Pacific Ave",thomas.wenzel@rbc.com,,Salesforce
10849315,Inactive Investor,Vinay Kaul,,"Truist Investment Services, Inc. Fairfax VA 8416 Arlington Blvd",vinay.kaul@truist.com,,Salesforce
10795221,Inactive Investor,Edward Montag,Chief Executive Officer,Montag Atlanta GA 133 Peachtree St,nedmontag@montagwealth.com,,Salesforce
11194601,Inactive Investor,Thomas Gallardo,Financial Advisor;Wealth Manager,"Osaic Wealth, Inc. Scottsdale AZ 7150 E Camelback Rd",,,Salesforce
11137726,Inactive Investor,Mandy So,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",mandy.so@tfaconnect.com,,Salesforce
10973014,Inactive Investor,Jeremy Monnin,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Troy OH 910 W Main St",jeremy.monnin@usbank.com,,Salesforce
9632498,,Alejandro Ramos,,,alejandro@usmcocne.org,,List import
10801862,Inactive Investor,Paul Walter,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Bethlehem PA 81 Highland Ave,pwalter@janney.com,,Salesforce
10964812,Inactive Investor,Vickie Clark,Financial Advisor,LPL Financial LLC Eureka IL 1928 S Main St,vickie.clark@lpl.com,,Salesforce
200099,,Albert Santos,manager,EquityinMotion,albert@albertsantos.com,,Initial Salesforce Import
9596977,,Jeffrey Weiand,,,jweiand@rtdfinancial.com,,List import
10968099,Inactive Investor,Andy Dubey,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,andy.dubey@primerica.com,,Salesforce
339806,,Michelle Worsley,Chief Financial Officer,"Corry Capital Advisors, Llc",mworsley@corrycapital.com,412-741-2700,Manual List Upload
197225,,Steven l,,[Unknown],tslennys@gmail.com,,source
230702,, -,,[[Unknown]],kgkelly1968@gmail.com,,Organic Search
11175257,Inactive Investor,Elmer London,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,elondon@ft.newyorklife.com,,Salesforce
9591533,,Guillaume Rabault,,,guillaume.rabault@hsbc.fr,,List import
334304,,Maeve Schmid,,Mercer Global Advisors Inc.,maeve.schmid@merceradvisors.com,,
9625110,,Carlos Arellano,,,carlos.arellano@me.com,,List import
339599,,Michael Terrell,Associate,"Hammond, Kennedy, Whitney & Company, Inc.",mst@hkwinc.com,317-574-6900,Manual List Upload
10778990,Inactive Investor,Victor Peach,,Morgan Stanley Miami FL 20807 Biscayne Blvd,victor.peach@morganstanley.com,,Salesforce
10953721,Inactive Investor,Michael Viola,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11103620,Inactive Investor,Jason Piper,Financial Advisor,LPL Financial LLC Statham GA Private Residence,jason.piper@lpl.com,,Salesforce
346709,,Susan Lasota,"Senior Managing Director, Business Transformation Programs","Ssga Funds Management, Inc.",susan_lasota@ssga.com,617-786-3000,Manual List Upload
10619565,,Scott Omansky,,,scott.omansky@morganstanley.com,,List Import
10988250,Inactive Investor,Angela Huss,,Edward Jones Minneapolis MN 3920 W Old Shakopee Rd,,,Salesforce
9574470,,John Walczak,,,rwalczak@alleghenyfinancial.com,,List import
10862293,Inactive Investor,Michael Hamilton,Owner;President,"Midwest Capital Financial Advisors, LLC",mhamilton@midwestcap.net,,Salesforce
10943579,Inactive Investor,Bekki Chiasson,,"Wells Fargo Clearing Services, LLC New Port Richey FL 5211 US Hwy 19",bekki.chiasson@wellsfargo.com,,Salesforce
11159495,Inactive Investor,Peter Schwartz,Director - Wealth Management;Partner,"Aspiriant, LLC Cincinnati OH 201 E 5th St",,,Salesforce
10867636,Inactive Investor,Michael O'Neill,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",michael.o-neill@aretewealth.com,,Salesforce
10813521,Inactive Investor,Ralph Devito,,"The Investment Center, Inc. Bedminster NJ 1420 US Hwy 206",rdevito@investmentctr.com,,Salesforce
10510070,,Daniel Izzo,Principal,Blackbird LLC,dizzo@blackbirdadvisory.com,,List Import
238064,, -,,[[Unknown]],kazu.shimozono@gmail.com,,Organic Search
11260204,Inactive Investor,Alex Caballero,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,,,Salesforce
10901473,Inactive Investor,James Marquis,,"First Citizens Investor Services, Inc. Beaufort SC 921 Bay St",,,Salesforce
10894458,Inactive Investor,Frederick Joosse,,American Investors Company Santa Rosa CA 1058 Wikiup Dr,fjoosse@aicrep.com,,Salesforce
11099951,Inactive Investor,Nitame Thomas,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",nitame.thomas@tfaconnect.com,,Salesforce
10835178,Inactive Investor,Steven Rudnyai,,Cetera Advisors LLC Topsfield MA Private Residence,steven.rudnyai@ceteraadvisors.com,,Salesforce
10973807,Inactive Investor,Bruno Mendes,Private Client Advisor;Wealth Advisor,J.P. Morgan Securities LLC Duarte CA 1000 Huntington Dr,bruno.mendes@jpmorgan.com,,Salesforce
10896579,Inactive Investor,Susan Nieznanski,,LPL Financial LLC Rochester NY 180 S Clinton Ave,susan.nieznanski@lpl.com,,Salesforce
10895267,Inactive Investor,Sheldon Black,,B. Riley Wealth Management Miami FL 14 NE 1st Ave,,,Salesforce
9631934,,steve Schram,,,sbschram@gmail.com,,List import
10851397,Inactive Investor,Gregory Bowser,Chief Compliance Officer;President,Safe Harbor Retirement Planners,gbowser@asset-management-services.com,,Salesforce
9621940,,greg tobias,,,nachos8888@outlook.com,,List import
10818297,Inactive Investor,Louis Follo,Financial Advisor,LPL Financial LLC Southbury CT 1449 Old Waterbury Rd,louis.follo@lpl.com,,Salesforce
9592817,,Rob Siegmann,,,rob@twpteam.com,,List import
10905856,Inactive Investor,Jerome Cooper,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,ryhf6@primerica.com,,Salesforce
11220872,,Mary Fanelli,,,mfanelli@americanportfolios.com,,List Import
9601095,,Douglas Pruitt,,,douglaspruitt@gmail.com,,List import
9616742,,Gabriel Morey,,,gabriel@statsventures.com,,List import
11067595,Inactive Investor,Brandon Mcintosh,Financial Solutions Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10842479,Inactive Investor,Steven Bergstrom,,"Cambridge Investment Research, Inc. Las Vegas NV 6045 S Fort Apache Rd",sbergstrom@cambridgeresource.com,,Salesforce
11114595,Inactive Investor,China Bell-Simmons,,"U.S. Bancorp Investments, Inc. Oak Park IL 104 N Oak Park Ave",china.bellsimmons@usbank.com,,Salesforce
334134,,Bradley Gilmore,Member,"Mason Road Wealth Advisors, L.l.c.",bgilmore@bwtpcpa.com,314-626-7400,Manual List Upload
11088133,Inactive Investor,William Morris,,"Grand Street Capital Management, L.L.C.",,,Salesforce
10901327,Inactive Investor,Kirsten Swenson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kirsten.swenson@schwab.com,,Salesforce
10868914,Inactive Investor,Philip Bailey,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Southern Pines NC 10840 US 15 501 Hwy",philip.bailey@schwab.com,,Salesforce
9607933,,Aashay Deshmukh,,,aashay12@gmail.com,,List import
10969503,Inactive Investor,John Thibault,Client Support Associate;Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",john.thibault@ampf.com,,Salesforce
10617307,,Brett White,,,brett.d.white@ampf.com,,List Import
204380,,Robert MacDonald,,Pazienza LLC,bob@bobbymacdonald.com,,Direct
10835886,Inactive Investor,Maria Mahon,Registered Associate;Senior Registered Associate,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,maria.r.mahon@morganstanley.com,,Salesforce
248897,,Jill Wierbicki Abrahams,Executive Director,Francine A. LeFrak Foundation,jill@falfoundation.org,,Manual List Upload
10795157,Inactive Investor,Jennifer Dever,,Cetera Advisors LLC Lubbock TX 7818 Orlando Ave,jennifer.dever@ceteraadvisors.com,,Salesforce
10896250,Inactive Investor,Larry Leese,,"Grove Point Investments, LLC Ocean City MD 9927 Stephen Decatur Hwy",lleese@hbeckinc.com,,Salesforce
10787127,Inactive Investor,Richard Huckeriede,,LPL Financial LLC Saint Marys OH Private Residence,richard.huckeriede@lpl.com,,Salesforce
9587168,,Daniel Salvatierra,,,dsalvat1@gmail.com,,List import
221597,,dean talbot,,Australia,dean.talbot@morgans.com.au,,Organic Search
10864177,Inactive Investor,Yaakob Aghai,,Safra Securities LLC,yaakob.aghai@safra.com,,Salesforce
11069353,Inactive Investor,Armando Salas,,"Strategic Financial Concepts, LLC El Paso TX 6090 Surety Dr",asalas@sfcria.com,,Salesforce
11113575,Inactive Investor,Jeremy Sloan,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Akron OH 2820 W Market St",jeremy.sloan@usbank.com,,Salesforce
10933604,Inactive Investor,Michael Martin,,"Farmers Financial Solutions, LLC Casper WY 800 Werner Ct",,,Salesforce
9636492,,Val Shein,,,val@compassfinancialgroup.com,,List import
10836232,Inactive Investor,John Gira,Chief Compliance Officer;Managing Partner;Owner,Gira & Gira Investment Advisors LLC,,,Salesforce
10832140,Inactive Investor,Kristen Palme,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1314 E Sonterra Blvd",kristen.m.palme@ampf.com,,Salesforce
11145263,Inactive Investor,Lena Ronzone,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",lena.ronzone@wellsfargoadvisors.com,,Salesforce
10774265,Inactive Investor,Paul Hipsky,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",paul.hipsky@rbc.com,,Salesforce
10794242,Inactive Investor,Alexa Larue,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",alexa.larue@ml.com,,Salesforce
11012456,Inactive Investor,Sirupadevi Singh,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
10801634,Inactive Investor,Christopher Dewey,Financial Advisor;Lending Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,christopher.e.dewey@morganstanley.com,,Salesforce
11190661,Inactive Investor,Ronald Hughes,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",ron_hughesjr@ml.com,,Salesforce
11213183,Inactive Investor,Andrew Buergler,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,andrew.buergler@fidelity.com,,Salesforce
9637154,,Massey Roborough,,,m.roborough@odey.com,,List import
10886871,Inactive Investor,Jacob Solomon,,"MML Investors Services, LLC Teaneck NJ 300 Frank W Burr Blvd",,,Salesforce
11219935,,Caroline Edwards,,,caroline.edwards@putnam.com,,Other
10758971,Inactive Investor,Charles Manion,Assistant Vice President;Director,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,charlie.manion@morganstanley.com,,Salesforce
11058397,Inactive Investor,Luke Masefield,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
10847569,Inactive Investor,Dawne Ferland,Investment Advisor Representative,"Woodstock Wealth Management, Inc. Union KY Private Residence",dferland@wwmria.com,,Salesforce
11236355,Inactive Investor,Craig Seachrist,Shareholder,Commonwealth Financial Services,,,Salesforce
11173314,Inactive Investor,Robert Castaneda,Senior Investment Specialist,William Blair Atlanta GA 3060 Peachtree Rd NW,rcastaneda@williamblair.com,,Salesforce
11128520,Inactive Investor,Ryan O'Grady,Financial Advisor,Edward Jones Crystal Falls MI 1344 US Hwy 2,ryan.ogrady@edwardjones.com,,Salesforce
10715274,Active Investor,Scott Farash,,FMTC CO FBO SCOTT FARASH ROTH IRA,sfbank@protonmail.com,813-508-1504,Salesforce
10940321,Inactive Investor,Edwin Cultra,,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",scultra@financialguide.com,,Salesforce
10890839,Inactive Investor,Kristian Sundahl,Financial Advisor,Edward Jones Great Bend KS 2016 19th St,kris.sundahl@edwardjones.com,,Salesforce
10509929,,Caterina van Nostrand,,,catrina.van57@gmail.com,,List Import
10889121,Inactive Investor,Bryan Catalano,,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,bryan.t.catalano@jpmorgan.com,,Salesforce
102402,,Bahador Biglari,CEO,AXIOM INVESTMENT LLC.,biglari.b@gmail.com,,
11075803,Inactive Investor,Mark Brinker,,"Fifth Third Securities, Inc. Cincinnati OH 5001 Kingsley Dr",mark.brinker@53.com,,Salesforce
9549976,,Verber Souza,,,verberalves@gmail.com,,List import
10761903,Inactive Investor,Michael Ward,,Commonwealth Financial Network Ligonier PA 112 N Market St,mward@commonwealth.com,,Salesforce
10819270,Inactive Investor,Vanessa Martell,Financial Advisor,Edward Jones Mandan ND 4530 Memorial Hwy,vanessa.martell@edwardjones.com,,Salesforce
9544352,,James Murfee,,,tom.murfee@voyafa.com,,List import
11015432,Inactive Investor,Gregory Riddle,Financial Advisor,Edward Jones New Smyrna Beach FL 1932 State Road 44,gregory.riddle@edwardjones.com,,Salesforce
9550728,,javan joslin,,,javanmaegla@gmail.com,,List import
10856662,Inactive Investor,Lisa Franklin,Branch Manager;Financial Advisor;Principal,LPL Financial LLC Lansing IL 18511 Torrence Ave,lisa.franklin@lpl.com,,Salesforce
11194596,Inactive Investor,John Payne,,"Osaic Wealth, Inc. Boone NC Private Residence",,,Salesforce
10776238,Inactive Investor,Timothy McDonald,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,tim.mcdonald@ubs.com,,Salesforce
10855720,Inactive Investor,Steven Cochran,Investment Advisor Representative,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11050939,Inactive Investor,Jesse Shepherd,,The AmeriFlex Group Fort Wayne IN 10729 Coldwater Rd,,,Salesforce
11103448,Inactive Investor,Corey Cyr,,"Portfolio Medics, LLC Port Charlotte FL 1620 Tamiami Trl",,,Salesforce
11078823,Inactive Investor,Eric Van Der Hyde,,"Raymond James Financial Services, Inc. Glen Allen VA 4101 Cox Rd",eric.van-der-hyde@raymondjames.com,,Salesforce
151225,,Alex Pitel,,[Unknown],alexpitel@gmail.com,,
11195933,Inactive Investor,Adam Tolle,,"Kestra Investment Services, LLC Waycross GA 102 Lee Ave",,,Salesforce
10613249,,Daniel Timari,Financial Advisor,,dtimari@gmail.com,,List Import
10981091,Inactive Investor,David Tawil,Founding Partner,Private Wealth Asset Management San Antonio TX 112 E Pecan St,davidt@privatewealth.com,,Salesforce
9572672,,John Rogers,,,jrogers@palestracap.com,,List import
11103325,Inactive Investor,Kelly Kyler,Associate Wealth Management Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",q.kyler@nm.com,,Salesforce
9607600,,George RUTT,,,garyrutt@yahoo.com,,List import
9608146,,Manuel Restrepo,,,manuel.restrepo@xpi.com.br,,List import
9592106,,Mike Tills,,,mtills@aol.com,,List import
11003360,Inactive Investor,Noel Soto Gines,,"Bankers Life Securities, Inc. Omaha NE 12020 Shamrock Plz",noel.gines@bankerslife.com,,Salesforce
11018880,Inactive Investor,Nathan Schultz,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,npschultz@ft.newyorklife.com,,Salesforce
11228784,Inactive Investor,Andrew Richard,,J.P. Morgan Securities LLC Marrero LA 4100 Lapalco Blvd,,,Salesforce
343047,,Terri Wolf,,Lombard Advisers Incorporated,twolf@golombard.com,410-342-1300,Manual List Upload
224541,,Ferenc Puskas,,[Unknown],criptomilion1@gmail.com,,Organic Search
10822890,Inactive Investor,John Polanshek,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,john.polanshek@ubs.com,,Salesforce
10487198,,Cheri Nelson,"Market Supervision Manager, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",nelson_cheri@yahoo.com,,List Import
9591047,,Joshua Prager,,,joshua@villafrancowealth.com,,List import
9647386,,Torsten Dueing,,,torsten.dueing@hanetf.com,,List import
11186913,Inactive Investor,Rachel Johnson,,PFS Investments Inc. Springville UT 1180 Mountain Springs Pkwy,rachel.johnson@primerica.com,,Salesforce
10954736,Inactive Investor,Sara May,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,sara.may@jpmorgan.com,,Salesforce
10790294,Inactive Investor,Thomas Addessi,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Canton OH 4833 Munson St NW",tom.addessi@benjaminfedwards.com,,Salesforce
10762172,Inactive Investor,Victoria Staebler,First Vice President;Senior Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",victoria_staebler@ml.com,,Salesforce
10924580,Inactive Investor,Michael Roderick,Financial Advisor,"Pruco Securities, LLC. New Albany OH 7558 N Goodrich Sq",mike.roderick@prudential.com,,Salesforce
10966370,Inactive Investor,Anthony Cheng,,"Ameritas Investment Company, LLC San Jose CA 1798 Technology Dr",acheng@ameritas.com,,Salesforce
9574538,,Alexander Butters,,,abutters@pksinvest.com,,List import
11024051,Inactive Investor,Philip Gomez,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,philip.gomez@primerica.com,,Salesforce
11200145,Inactive Investor,Eric Toy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",eric.toy@schwab.com,,Salesforce
339447,,Andrew Kronschnabel,,MIM,kronsch@mac.com,12678794625,Organic Search
10958954,Inactive Investor,Michael Sitzman,Senior Financial Consultant,"Diamond Client Group, LLC Katy TX Private Residence",michael@diamondclientgroup.com,,Salesforce
11094157,Inactive Investor,Jeffrey Hilwig,Financial Advisor,"Wells Fargo Clearing Services, LLC Germantown MD 19708 Germantown Rd",jeffrey.hilwig@wellsfargoadvisors.com,,Salesforce
11147857,Inactive Investor,Felicia Hazen,Associate Financial Advisor,"Ameriprise Financial Services, LLC Lincoln NE 8535 Executive Woods Dr",felicia.hazen@ampf.com,,Salesforce
10784362,Inactive Investor,Christopher Hellmann,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1400 American Blvd",christopher_hellmann@ml.com,,Salesforce
11039988,Inactive Investor,John Border,,NYLIFE Securities LLC Bakersfield CA 331 Truxtun Ave,jpborder@ft.newyorklife.com,,Salesforce
11146561,Inactive Investor,Ryan Lange,Chief Investment Officer,Midland Wealth Management,rlange@midlandsb.com,,Salesforce
9542019,,Juan Pablo Russo,,,chuchorusso@hotmail.com,,List import
234951,, -,,[[Unknown]],ehancel@yahoo.com,,
9619471,,Robert Valoy,,,rvlakeland@hotmail.com,,List import
10510794,,Steve Neidermire,,T Rowe Price,steven.neidermire@troweprice.com,,List Import
232402,,Lanelle Johnson -,,Lanelle Johnson [[Unknown]],johnsonlanelle@yahoo.com,,Advertising
10351090,,Vitalii Sidorchenko,,,vitalii@tweetscout.com,,Web form fillout
11287568,,Arthur Hankins,,,fareastrm@gmail.com,5129022754,Web Form Fillout
9638909,,Kelly Regina da Silva Carvalho,,,krcarvalho@fiemg.com.br,,List import
11197153,Inactive Investor,Samuel Gilliland,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",sam.gilliland@rbc.com,,Salesforce
10928213,Inactive Investor,John Mcdowell,,Thrivent Investment Management Inc. Livonia MI 19045 Farmington Rd,john.mcdowell@thrivent.com,,Salesforce
11216806,,Meghan Wildt,,,meghan.wildt@edwardjones.com,,List Import
9624789,,Lisa Thorell,,,thorell.lisa@gmail.com,,List import
4454845,,Ucug Bibi,,,catalinagreen@domain.com,,Web Form Fillout
11082374,Inactive Investor,Jason Smith,Financial Advisor,"Pruco Securities, LLC. Waconia MN 222 W Main St",jason.smith@prudential.com,,Salesforce
11197017,Inactive Investor,Joshua Cotter,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",joshua.a.cotter@ml.com,,Salesforce
9553998,,Steven Merkler,,,steventmerkler@gmail.com,,List import
11085858,Inactive Investor,Jeffrey Heaberlin,,NYLIFE Securities LLC Hiawatha IA 1625 Boyson Rd,jheaberlin@ft.newyorklife.com,,Salesforce
9575437,,Justyna Kmietowicz,,,j.kmietowicz@gotechnology.pl,,List import
10953361,Inactive Investor,Anllelina Novas-Castillo,,J.P. Morgan Securities LLC New York NY 171 W 57th St,anllelina.novas-castillo@jpmorgan.com,,Salesforce
11181933,Inactive Investor,Andrew Hein,Chief Compliance Officer;Investment Advisor Representative;Partner,Ashbourne Park Wealth Management LLC,andy@ashbournepark.com,,Salesforce
11038358,Inactive Investor,Joshua Blackman,Client Service Associate,Morgan Stanley Alexandria VA 333 John Carlyle St,,,Salesforce
9556889,,Tready Smith,,,tsmith@bcatampa.com,,List import
9633813,,Daniel Bird,,,bird.danny@yahoo.com,,List import
373981,,Roger McCloskey,,[Unknown],rogeramccloskey@gmail.com,,source
11260525,Inactive Investor,Connor Zimmerman,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
11082880,Inactive Investor,Jack Mockenhaupt,,"Avantax Investment Services, Inc. Minneapolis MN 3020 Harbor Ln N",,,Salesforce
9602386,,Alper Akar,,,alper.akar@gmail.com,,List import
230519,, -,,[[Unknown]],jim@courrierphoto.com,,
10867519,Inactive Investor,Anthony Stapleton,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC San Diego CA 3655 Nobel Dr",,,Salesforce
11222497,,Matthew Lewis,,,mlewis@firstrepublic.com,,List Import
11122899,Inactive Investor,Marklouis Barone,Financial Advisor,Edward Jones Leawood KS 11111 Nall Ave,mark.barone@edwardjones.com,,Salesforce
11018969,Inactive Investor,Andrew Hallberg,,"ValMark Securities, Inc. Orlando FL 801 N Orange Ave",,,Salesforce
10615237,,Rachel Mccormack,"Financial Advisor, First Vice President - Wealth Management",,rachel.mccormack@morganstanley.com,,List Import
10841251,Inactive Investor,Daniel Huse,,"Raymond James Financial Services, Inc. Moorestown NJ 217 Chester Ave",daniel.huse@raymondjames.com,,Salesforce
11201304,Inactive Investor,John Baergen,Senior Director,"Principal Securities, Inc. Richardson TX Private Residence",baergen.john@principal.com,,Salesforce
9636253,,James Beenders,,,jbeenders@youngsag.com,,List import
10794277,Inactive Investor,Travis Spicer,Financial Advisor,Edward Jones Canton OH 7168 Fulton Dr NW,travis.spicer@edwardjones.com,,Salesforce
11166819,Inactive Investor,Felicia Mathis,,PFS Investments Inc. Monroe LA 1707 Shannon St,felicia.mathis@primerica.com,,Salesforce
10904841,Inactive Investor,Nathan Richardson,Financial Advisor,LPL Financial LLC Port Angeles WA 132 N Breakerpoint Pl,greg.richardson@lpl.com,,Salesforce
10998994,Inactive Investor,Matthew Wagner,,PFS Investments Inc. Highland MI 1641 S Milford Rd,matthew.wagner@primerica.com,,Salesforce
10762635,Inactive Investor,John Washburn,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Gloversville NY 196 2nd Ave",john.washburn@wellsfargoadvisors.com,,Salesforce
9560164,,Dean Skivington,,,deanskivington@me.com,,List import
10647472,,Rhett Belcher,,,rbelcher@tiaa.org,,List Import
10763764,Inactive Investor,Terry Pfeifer,Financial Advisor,Edward Jones Grand Island NE 308 N Locust St,terry.pfeifer@edwardjones.com,,Salesforce
10899272,Inactive Investor,Robert Walters,,"Truist Investment Services, Inc. Lexington KY 200 W Vine St",derick.walters@truist.com,,Salesforce
10847278,Inactive Investor,Gregory Liestman,,"Concourse Financial Group Securities, Inc. Fisher IL 108 S 3rd St",gregory.liestman@concoursefinancial.com,,Salesforce
11040724,Inactive Investor,John Martin,Founder;Managing Partner,"Sunburst Financial Group, LLC",jmartin@sunburstfinancial.com,,Salesforce
9548353,,Marshal Mcreal,,,marshal.mcreal@gardecapital.com,,List import
9620334,,Vincent Lee,,,slee3@msn.com,,List import
11138035,Inactive Investor,Cody Moore,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cody_moore@vanguard.com,,Salesforce
11204009,Inactive Investor,Janet Zorko,Chief Compliance Officer;Investment Advisor Representative;Owner,"Integrity Wealth Management, LLC Loveland OH 118 Isabella Ct",,,Salesforce
11149429,Inactive Investor,Samuel Chapman,,"Farmers Financial Solutions, LLC Westerville OH 135 Hoff Rd",schapman@farmersagent.com,,Salesforce
9595079,,Tito Noronha,,,noronha@netmadeira.com,,List import
10806900,Inactive Investor,Robin Bundy,,"Transamerica Financial Advisors, Inc Las Vegas NV 8861 W Sahara Ave",robin.bundy@tfaconnect.com,,Salesforce
11009598,Inactive Investor,Cynthia Giuffria,,PFS Investments Inc. Tulsa OK 2508 E 71st St,cynthiapgiuffria@primerica.com,,Salesforce
9635878,,Jonathan Feigelson,,,jfeigelson@tiaa-cref.org,,List import
11066598,Inactive Investor,Darren Gauck,,"Ameritas Investment Company, LLC Ames IA 414 Northwestern Ave",dgauck@ameritas.com,,Salesforce
10923747,Inactive Investor,Taylor Kishfy,,Cetera Financial Specialists LLC Rochelle Park NJ 201 W Passaic St,,,Salesforce
10464898,,Samuel Nshira,,,samuel@nshira.de,,Web Form Fillout
10944807,Inactive Investor,Kimberley Skowysz,Client Service Associate,Davenport & Company LLC,,,Salesforce
10877026,Inactive Investor,Dustin Carr,Investment Advisor Representative,The AmeriFlex Group Englewood CO 116 Inverness Dr E,,,Salesforce
10940735,Inactive Investor,Amanda Eastman,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",amanda.eastman@nm.com,,Salesforce
9605453,,Rener Gan,,,rener.gan@gmail.com,,List import
11199153,Inactive Investor,Brett Howard,Managing Member;Partner;Regulatory Contact,"Howard Wealth Management, LLC",brett@howardwealthmanagement.com,,Salesforce
11219162,,Jacques Chappuis,,,jchappuis@eatonvance.com,,Other
10843033,Inactive Investor,Paul Travis,Chief Compliance Officer;Founder;Managing Principal;President,"Community Financial Group, Inc.",paul@cfgadvisor.com,,Salesforce
11099899,Inactive Investor,Jason Martin,,Altruist Financial LLC,jason.martin@altruist.com,,Salesforce
10821427,Inactive Investor,Winnie Mou,Financial Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",winnie.mou@ampf.com,,Salesforce
10864390,Inactive Investor,Richard Lee,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11015335,Inactive Investor,Theresa Legar,,NYLIFE Securities LLC Eldersburg MD Private Residence,talegar@ft.newyorklife.com,,Salesforce
10612114,,Jonathan Snyder,"Financial Advisor, Financial Planning Specialist",,jonathan.e.snyder@morganstanley.com,,List Import
9599927,,John Csargo,,,johncsargo@honkamp.com,,List import
11095792,Inactive Investor,Colin Richards,Financial Advisor;Founder;Managing Member;Managing Partner;President;Regulatory Contact,Lord and Richards,colin@lordandrichards.com,,Salesforce
10489778,,Michael Welch,,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",mwelch@beaconpointe.com,844-366-2525,List Import
9581586,,Judith Shandling,,,judith.shandling@gs.com,,List import
10777303,Inactive Investor,Debrah Oelke,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",debrah.oelke@ampf.com,,Salesforce
11191721,Inactive Investor,Ian Murphy,Client Service Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,ian.murphy@morganstanleypwm.com,,Salesforce
11231605,Inactive Investor,Juliane Werner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 796 5th Ave S",,,Salesforce
33017,,Daniela Goggel,,United States,goggelina@mac.com,,source
11089057,Inactive Investor,Timothy Courtney,Chief Investment Officer;Member,Exencial Wealth Advisors,tcourtney@exencialwealth.com,,Salesforce
10421785,,Peter Tseng,,,peter.tseng@citicclsa.com,,Web Form Fillout
9609266,,Bernard Leclerc,,,bernardleclerc@live.fr,,List import
222699,,Michael Schutt,,[Unknown],mschutt@ymail.com,,
10972226,Inactive Investor,Daphne Kotridis,Wealth Manager,Sage Financial Group Inc.,,,Salesforce
10931546,Inactive Investor,Michael Schmidtke,Chief Compliance Officer;Chief Operating Officer;Treasurer,Planning Alternatives Ltd,michael.schmidtke@planningalt.com,,Salesforce
11029901,Inactive Investor,Adhys Izquierdo Obeso,,NYLIFE Securities LLC Miami FL 5251 SW 64th Ave,aobeso@ft.newyorklife.com,,Salesforce
10617098,,Bonnie Schultz,,,bonnie.schultz@ampf.com,,List Import
10892784,Inactive Investor,David Stacke,,Goldman Sachs & Co.,,,Salesforce
11203566,Inactive Investor,Michael Turner,Owner;President;Regulatory Contact,"Turner Capital Investments, LLC",mike.turner@turnercapitalinvestments.com,,Salesforce
10825221,Inactive Investor,Joseph Bodalski,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",joseph.bodalski@wellsfargoadvisors.com,,Salesforce
11207399,Inactive Investor,Joel Greenwald,Wealth Advisor,Pine Grove Financial Group Minneapolis MN 5353 Gamble Dr,jgreenwald@pinegrovefg.com,,Salesforce
11237199,Inactive Investor,Chad Fletcher,Partner;Wealth Manager,Creative Planning Gilbert AZ 400 E Rivulon Blvd,chad.fletcher@creativeplanning.com,,Salesforce
11199259,Inactive Investor,William Blanken,Chief Executive Officer;President;Senior Investment Advisor,Blanken Management Corp Freeport FL Private Residence,william.blanken@blankenmanagement.com,,Salesforce
170764,,William Gaissert,,[Unknown],gaissert.william@gmail.com,,
11055742,Inactive Investor,Lynda Schultz,Family Wealth Advisor;Financial Advisor;Vice President,"Raymond James & Associates, Inc. Las Vegas NV 410 S Rampart Blvd",lynda.schultz@morganstanley.com,,Salesforce
11120304,Inactive Investor,Jonathan Gratz,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",jonathan.gratz@equitable.com,,Salesforce
11161593,Inactive Investor,Thomas Ben,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",thomas.ben@gwrs.com,,Salesforce
11051027,Inactive Investor,William Newton,,Archer Investment Corporation Charlotte NC 10800 Sikes Pl,,,Salesforce
10984516,Inactive Investor,Ru Han,,Citigroup Global Markets Inc.,,,Salesforce
9556681,,Felix Lemarinel,,,felix.lemarinel@transamerica.com,,List import
11051175,Inactive Investor,Christopher Yeakel,Financial Advisor,Edward Jones Roanoke VA 3621 Blue Hills Village Dr NE,chris.yeakel@edwardjones.com,,Salesforce
10964279,Inactive Investor,Hayden Mccallum,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10611847,,Richard Stone,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President - Wealth Management",,rick.stone@morganstanley.com,,List Import
191230,,Lori Hix,,[Unknown],lah0075@icloud.com,,
11200798,Inactive Investor,Micah Brown,Director;Financial Planner;Owner;Principal;Vice President,"Ifrah Financial Services, Inc.",micah@ifrahfinancial.com,,Salesforce
10801498,Inactive Investor,David Link,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,david.link@morganstanley.com,,Salesforce
10806425,Inactive Investor,Nolan Patouillet,Financial Advisor,Edward Jones Pittsburgh PA Private Residence,nolan.patouillet@edwardjones.com,,Salesforce
10844632,Inactive Investor,Claude Duet,Chief Compliance Officer;Director;President,Asset Planning Services Inc,,,Salesforce
11066405,Inactive Investor,Douglas Mabey,,PFS Investments Inc. Bountiful UT 533 W 2600 S,douglas.mabey@primerica.com,,Salesforce
11015904,Inactive Investor,Samuel Schreiber,Financial Advisor,"Equitable Advisors, LLC Hatfield MA 65D Elm St",samuel.schreiber@equitable.com,,Salesforce
10488272,,Kevin Grant,,"Kestra Advisory Services, LLC",kgrant@higginbotham.net,,List Import
10796944,Inactive Investor,Douglas Ponczek,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,douglas.ponczek@ubs.com,,Salesforce
11033040,Inactive Investor,Jeffrey Lord,Associate,Edward Jones Fox River Grove IL 104 Northwest Hwy,jeff.lord@edwardjones.com,,Salesforce
10965131,Inactive Investor,Tyler Erck,,Thrivent Investment Management Inc. Sioux Falls SD 3903 W Technology Cir,tyler.erck@thrivent.com,,Salesforce
10764019,Inactive Investor,Christopher Frohn,Financial Advisor;Private Banker,"Wells Fargo Clearing Services, LLC Savannah GA 6 Skidaway Village Walk",christopher.frohn@wellsfargo.com,,Salesforce
10808055,Inactive Investor,Rodney Nance,Financial Advisor,Edward Jones Mayfield KY 848 Paris Rd,rodney.nance@edwardjones.com,,Salesforce
9622758,,Filippo Neri,,,nerifil@gmail.com,,List import
11162591,Inactive Investor,Michael Callahan,,Cetera Advisor Networks LLC Mankato MN 124 E Walnut St,,,Salesforce
5915096,,Carl Johnson,,,fegehe2413@irebah.com,,Web Form Fillout
11149049,Inactive Investor,Wendy Miller,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,wendy.miller@fidelity.com,,Salesforce
11125786,Inactive Investor,Megan Stangler,,LPL Financial LLC Grand Rapids MN 415 SE 13th St,megan.stangler@lpl.com,,Salesforce
122229,,Andre Navas,Principal,Villa Capital LLC,anavas@villacp.com,,
10780175,Inactive Investor,John Walla,Financial Advisor;First Vice President,Morgan Stanley New York NY 399 Park Ave,john.walla@morganstanley.com,,Salesforce
11095427,Inactive Investor,Kenneth Brown,,"Truist Investment Services, Inc. Severna Park MD 155 Ritchie Hwy",ken.brown@truist.com,,Salesforce
11186148,Inactive Investor,Gary Penn,,Cetera Advisor Networks LLC Fenton MI 4203 Pavilion Ct,,,Salesforce
205005,,Kevin Bhatia,,[Unknown],kraj.bhatia@gmail.com,,
11195973,Inactive Investor,Nicholas Eoff,,"VALIC Financial Advisors, Inc.",nicholas.eoff@valic.com,,Salesforce
9592069,,Myles Blechner,,,myles.blechner@destracapital.com,,List import
11188170,Inactive Investor,Michael Giovannini,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",michael.giovannini@wellsfargoadvisors.com,,Salesforce
93430,,Ed Martinson,,Martinson insurance,martinsoninsurance@gmail.com,2087915902,
10992128,Inactive Investor,Lisa Pohlman,,J.P. Morgan Securities LLC Lima OH 2665 Fort Amanda Rd,lisa.britt@chase.com,,Salesforce
23890,,Noah Harris,Investment Analyst,J. Safra Asset Management Corporation,noah.harris@safra.com,1-212-704-5553,Initial Salesforce Import
10951909,Inactive Investor,Harrison Odaniell,Senior Investment Analyst,Choate Investment Advisors,hodaniell@choateia.com,,Salesforce
11009677,Inactive Investor,Kartik Talwar,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11138608,Inactive Investor,Jordan Andrew,Financial Planner;Private Wealth Advisor,"Osaic FA, Inc. Salt Lake City UT 3165 E Millrock Dr",jordan.andrew@lfg.com,,Salesforce
11060154,Inactive Investor,Harrison Kortz,Associate Vice President;Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,harrison.kortz@morganstanley.com,,Salesforce
11137679,Inactive Investor,Benjamin Opsal,Investment Analyst Associate;Senior Associate,"Heck Capital Advisors, LLC Minneapolis MN 7760 France Ave S",bopsal@heckcapital.com,,Salesforce
10656071,,Chad McFarland,,,chad.mcfarland@cfdinvestments.com,,List import
10888608,Inactive Investor,Ronald Williams,,The Huntington Investment Company Bridgeport WV 25 Scarlet Oak Ln,ronald.williams@huntington.com,,Salesforce
10952408,Inactive Investor,Adham Makki,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",adham.makki@ml.com,,Salesforce
10889117,Inactive Investor,Gabriel Milano,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",gabriel.milano@schwab.com,,Salesforce
10945144,Inactive Investor,Jonathan Munoz Garcia,,"Wells Fargo Clearing Services, LLC Santa Rosa Beach FL 2010 US Hwy 98 W",,,Salesforce
10894529,Inactive Investor,Steven Cahoon,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Las Vegas NV 10845 Griffith Peak Dr",steven.cahoon@ampf.com,,Salesforce
10611493,,Brian Skinner,Financial Advisor,,brian.skinner@lpl.com,,List Import
10978551,Inactive Investor,Raymond Lang,,PFS Investments Inc. Cleveland OH 679 Alpha Dr,rlang@primerica.com,,Salesforce
11118629,Inactive Investor,Noah Ferrio,Financial Advisor,LPL Financial LLC Essexville MI 3015 Center Ave,noah.ferrio@lpl.com,,Salesforce
9585173,,Eric McGinley,,,eric.mcginley@securitiesamerica.com,,List import
11125651,Inactive Investor,Scott Smiler,,Stonex Securities Inc. Syosset NY Private Residence,scott.smiler@saswealth.com,,Salesforce
11022539,Inactive Investor,Jacob Cadena,Financial Advisor,"MML Investors Services, LLC San Jose CA 1735 N 1st St",,,Salesforce
11015722,Inactive Investor,Anthony Anderson,,State Farm VP Management Corp. Omaha NE 11204 Davenport St,,,Salesforce
10924312,Inactive Investor,Stephen Bowden,,LPL Financial LLC Lakewood WA 7403 Lakewood Dr W,stephen.bowden@lpl.com,,Salesforce
10910604,Inactive Investor,Jack Lin,,Cetera Investment Services LLC San Francisco CA 1066 Grant Ave,jack.lin@ceterais.com,,Salesforce
11067219,Inactive Investor,Marie Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,marie.sullivan@fidelity.com,,Salesforce
10825401,Inactive Investor,David Nicholas,,Kovack Securities Inc. Scottsboro AL 202 S Broad St,dnicholas@ksifa.com,,Salesforce
10568531,,tomek wozniak,,,tomaszw5510@gmail.com,,Web Form Fillout
11128426,Inactive Investor,Abigail Stockman,,"HighTower Securities, LLC Mission KS 1900 Shawnee Mission Pkwy",astockman@hightoweradvisors.com,,Salesforce
11009305,Inactive Investor,Garrett Ashbaugh,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",,,Salesforce
11031637,Inactive Investor,Jayce Murry,Financial Advisor,Edward Jones Lufkin TX 2003 Tulane Dr,jayce.murry@edwardjones.com,,Salesforce
11166904,Inactive Investor,Luis Lubo,,Fidelity Brokerage Services LLC,,,Salesforce
10825616,Inactive Investor,Lisa Angle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roanoke VA 110 Franklin Rd",lisa_angle@ml.com,,Salesforce
4323243,,Wesley Shulby,,,wshulby2@gmail.com,,Web Form Fillout
11210131,Inactive Investor,Chelsea Wetzel,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",chelsea.wetzel@ml.com,,Salesforce
9593301,,Sebastian Gueikian,,,sebigueikian@gmail.com,,List import
11127780,Inactive Investor,Russell Williams,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,russell_williams@vanguard.com,,Salesforce
11091359,Inactive Investor,Elizabeth Rosero,,Cetera Financial Specialists LLC Cedar Knolls NJ Private Residence,elizabeth.rosero@ceterafs.com,,Salesforce
11179611,Inactive Investor,Ronald Medaris,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",ron.medaris@wellsfargoadvisors.com,,Salesforce
11229487,Inactive Investor,Jonathan Eichstadt,,William Blair,,,Salesforce
9560268,,William Herrmann,,,funds@wilshirephoenix.com,,List import
10884791,Inactive Investor,August Payne,,"Kestra Investment Services, LLC Dallas TX 17300 Preston Rd",,,Salesforce
11046854,Inactive Investor,Joseph Crispino,,Aegis Capital Corp. Red Bank NJ 514 State Rte 35,jcrispino@aegiscap.com,,Salesforce
10647980,,Adam Cronin,,,adam.cronin@fmr.com,,List Import
10804755,Inactive Investor,Steven Basler,,State Farm VP Management Corp. Wheat Ridge CO 12600 W 32nd Ave,steve.basler.risf@statefarm.com,,Salesforce
10807206,Inactive Investor,Christopher Marshall,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,chris.marshall@ubs.com,,Salesforce
10954548,Inactive Investor,Melanie Lee,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,melanie.lee@fmr.com,,Salesforce
10967902,Inactive Investor,Lauren Barbieri,Wealth Management Analyst,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11084369,Inactive Investor,Gregory Mayes,Financial Advisor,LPL Financial LLC Tallahassee FL 304 E Tennessee St,g.mayes@lpl.com,,Salesforce
9574572,,Niklas Peter,,,niklasyvespeter@gmail.com,,List import
245629,,Rebecca Colmerauer,Director of Client Relations,Unique Wealth Strategies,rcolmerauer@uwsgroup.com,13129458664,Manual List Upload
11169199,Inactive Investor,Stephen Young,Financial Advisor,Edward Jones Roswell GA 1905 Woodstock Rd,steve.young@edwardjones.com,,Salesforce
11138335,Inactive Investor,James Lee,,UBS Financial Services Inc. Wellesley Hills MA 55 William St,james.lee@ubs.com,,Salesforce
346752,,Patricia Bowker,Chief Financial Officer,Trpc Advisory Services,pbowker@trpcweb.com,888-673-5440,Manual List Upload
11191990,Inactive Investor,David Yonker,,LPL Financial LLC Lubbock TX Private Residence,david.yonker@lpl.com,,Salesforce
10880547,Inactive Investor,Brenda Farmer,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brenda.farmer@fidelity.com,,Salesforce
11117348,Inactive Investor,Citlaly Lopez,,J.P. Morgan Securities LLC Cypress CA 10011 Valley View St,citlaly.l.cardenas@chase.com,,Salesforce
11070939,Inactive Investor,Steven Alminas,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Springfield MA 1500 Main St,steve.alminas@morganstanley.com,,Salesforce
10894127,Inactive Investor,Tandy Ervin,Financial Advisor,LPL Financial LLC Richardson TX 375 Municipal Dr,tandy.ervin@lpl.com,,Salesforce
11104760,Inactive Investor,Caleb Cronic,Financial Advisor,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",caleb.cronic@raymondjames.com,,Salesforce
9646195,,Cory Reed,,,cory@otter-creek.com,,List import
11180455,Inactive Investor,Chad Zitzelsberger,Financial Consultant,LPL Financial LLC Mount Pleasant MI 118 W Michigan St,chad.zitzelsberger@lpl.com,,Salesforce
10892716,Inactive Investor,Kimberly Long,Financial Advisor,Edward Jones Kansas City MO 9233 Ward Pkwy,kim.long@edwardjones.com,,Salesforce
11144837,Inactive Investor,Kristie Swenson,,Edward Jones Jackson MN 114 2nd St,,,Salesforce
9564606,,Jonathan Cox,,,jonathan.cox@securitiesamerica.com,,List import
9557857,,David Marden,,,dwmarden@gmail.com,,List import
11145526,Inactive Investor,Michael McKennon,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11098920,Inactive Investor,Brian Harold Kazanchy,Partner;Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,brian.kazanchy@corient.com,,Salesforce
212989,,Ben Mosalski,,[Unknown],ben.mosalski@exinity.com,,Event
352772,,Lauren Ferguson,Associate,"Monomoy Capital Management, L.p.",lferguson@mcpfunds.com,212-225-9370,Manual List Upload
11110364,Inactive Investor,Stephen Edwards,,"Stifel, Nicolaus & Company, Incorporated Baton Rouge LA 400 Convention St",,,Salesforce
11012738,Inactive Investor,Charity Reid,,PFS Investments Inc. San Antonio TX 2700 NE Loop 410,creid@primerica.com,,Salesforce
11169149,Inactive Investor,John Pira,,"Raymond James Financial Services, Inc. Monterey CA 400 Foam St",john.pira@raymondjames.com,,Salesforce
9569230,,John Klyop,,,john.klyop@thrivent.com,,List import
11255446,Inactive Investor,Joseph Romano,Business Development Specialist;Financial Advisor;Partner;Wealth Advisor,"TrinityPoint Wealth, LLC",jromano@trinitypointwealth.com,,Salesforce
10808532,Inactive Investor,Larry Matusiak,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,larry.p.matusiak@jpmorgan.com,,Salesforce
11234643,Inactive Investor,Ram Purohit,,MWA Financial Services Inc. Kirkland WA 128 State St S,,,Salesforce
10657170,,Brayton Alley,,,alley.brayton@ntrs.com,,List Import
11092060,Inactive Investor,David Pringle,Financial Advisor,"CUSO Financial Services, L.P. Broomfield CO 6850 W 119th Ave",,,Salesforce
10767816,Inactive Investor,James Belknap,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,james.belknap@ubs.com,,Salesforce
11026350,Inactive Investor,Eric Plese,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10879517,Inactive Investor,Sarah Deware,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10759673,Inactive Investor,Charles Brown,Branch Manager,Morgan Stanley Opelika AL 3120 Frederick Rd,charles.r.brown@morganstanley.com,,Salesforce
124988,,Justin Thompson,,Tolleson Private Wealth Management,justinthompson1441@gmail.com,,
11097935,Inactive Investor,Mark Dinuzzo,Executive Vice President;Principal,"DiNuzzo Private Wealth, Inc.",mdinuzzo@dinuzzo.com,,Salesforce
10774761,Inactive Investor,Walter Obermeyer,Chairman;Chief Investment Officer;General Partner;Partner,"Obermeyer Wood Investment Counsel, LLLP",wally@obermeyerwood.com,,Salesforce
9594442,,Vijay Viswanathan,,,vviswanathan@mawer.com,,List import
10910506,Inactive Investor,Thomas Hilliard,Financial Advisor,J.P. Morgan Securities LLC Los Angeles CA 8985 Venice Blvd,thomas.hilliard@jpmorgan.com,,Salesforce
11051756,Inactive Investor,Grant Murphy,,State Farm VP Management Corp. Hillsboro OR 7135 NE Imbrie Dr,,,Salesforce
9610777,,Hoin Kwak,,,kwa05@naver.com,,List import
11089673,Inactive Investor,Mircea Corches,,J.P. Morgan Securities LLC Northville MI 42901 7 Mile Rd,mitch.corches@jpmorgan.com,,Salesforce
10840045,Inactive Investor,Cynthia Blaylock,,State Farm VP Management Corp. Louisiana MO 201 Georgia St,cindy.blaylock.ramt@statefarm.com,,Salesforce
54216,,Judy Manske,,Thrivent Investment Management Inc.,judy.manske@thrivent.com,920-628-4581,
11174336,Inactive Investor,Jenna Celano,Vice President;Wealth Advisor Associate,Neuberger Berman BD LLC,jenna.celano@nb.com,,Salesforce
10905828,Inactive Investor,Kenneth Mills,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",kennethmills@financialguide.com,,Salesforce
11091480,Inactive Investor,Albert Caiazzo,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9630574,,Casey Grewen,,,caseygrewen@gmail.com,,List import
10773230,Inactive Investor,Kassie Potter,Director,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,kassie.potter@morganstanley.com,,Salesforce
9542340,,Charles Levy,,,cslevy@comcast.net,,List import
10618997,,Bruce Smith,,,bruce.e.smith@morganstanley.com,,List Import
10845752,Inactive Investor,Janie Nelson,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Tucson AZ 2480 E River Rd",janie.nelson@benjaminfedwards.com,,Salesforce
9631500,,Andrew Couillard,,,couillardandrew@gmail.com,,List import
11201794,Inactive Investor,Sean Leblanc,Financial Advisor,LPL Financial LLC Cheshire MA 75 South St,sean.leblanc@lpl.com,,Salesforce
11051024,Inactive Investor,Geoffrey Klein,Financial Advisor,AdvisorNet Wealth Partners,gklein@advisornet.com,,Salesforce
10919795,Inactive Investor,James Sharp,,"Horace Mann Investors, Inc. Charleston WV 607 Ohio Ave",,,Salesforce
10993431,Inactive Investor,Ashley Choate,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10850188,Inactive Investor,Norbert Filian,Financial Professional,"Equitable Advisors, LLC Rolling Meadows IL 1805 Hicks Rd",norbert.filian@equitable.com,,Salesforce
174170,,Brian Elias,,[Unknown],belias@eliasklein.com,,
11077660,Inactive Investor,Ian Hampton,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11060140,Inactive Investor,Jamie Rugg,Vice President - Wealth Management,Highline Wealth Partners,jamie@highlinewp.com,,Salesforce
11133501,Inactive Investor,Michael Needham,,"Saybrus Equity Services, LLC Shorewood MN Private Residence",mneedham@saybruspartners.com,,Salesforce
11135243,Inactive Investor,Margaret Wienke,,Country Capital Management Company,margaret.wienke@countryfinancial.com,,Salesforce
9581480,,Tara Rosa,,,tara_rosa@colraincapital.com,,List import
9566078,,Reid Malvin,,,rmalvin@nationalsecurities.com,,List import
10780289,Inactive Investor,Elizabeth Poplin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 341 Cool Springs Blvd",liz.poplin@ml.com,,Salesforce
10961715,Inactive Investor,Mckenna Clifford,Wealth Manager,"CX Institutional, LLC",mckenna.clifford@credentwealth.com,,Salesforce
10946019,Inactive Investor,Ashish Verma,Private Client Banker,J.P. Morgan Securities LLC Monroe CT 456 Monroe Tpke,ashish.verma@jpmorgan.com,,Salesforce
10819958,Inactive Investor,Ross Dowling,First Vice President - Investments,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",ross.dowling@raymondjames.com,,Salesforce
11098537,Inactive Investor,Darja Budarina,,J.P. Morgan Securities LLC North Miami Beach FL 17760 Collins Ave,daria.budarina@chase.com,,Salesforce
11003375,Inactive Investor,Charles Myers,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
11179674,Inactive Investor,Ricardo Martinez,,J.P. Morgan Securities LLC Laredo TX 1920 Bob Bullock Loop,,,Salesforce
11008128,Inactive Investor,Nicholas Battilana,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,nicholasbattilana@statefarm.com,,Salesforce
9554583,,Marcus Tyler,,,tyler820@me.com,,List import
10841422,Inactive Investor,Matthew Pararo,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 2425 Mill Creek Ct,matthew_pararo@glic.com,,Salesforce
11078370,Inactive Investor,Andrew Briggs,,"Steward Partners Investment Solutions, LLC Saint Louis MO 101 S Hanley Rd",andrew.briggs@stewardpartners.com,,Salesforce
11200318,Inactive Investor,Joni Reiff,Member,Planned Asset Management Calabasas CA 26135 Mureau Rd,jreiff@earn4u.com,,Salesforce
231941,, -,,[Unknown],winmanc@gmail.com,,
11159358,Inactive Investor,Juan Lomeli,,J.P. Morgan Securities LLC Carson CA 104 E Sepulveda Blvd,juan.lomeli@jpmorgan.com,,Salesforce
11107639,Inactive Investor,Daniel Larsen,Senior Financial Advisor,"NestEgg Advisors, Inc.",dlarsen@nesteggadvisors.net,,Salesforce
10961146,Inactive Investor,Marian George Metri,,J.P. Morgan Securities LLC Montvale NJ 22A Chestnut Ridge Rd,marian.georgemetri@chase.com,,Salesforce
11000168,Inactive Investor,Ana Canzoneri,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11010021,Inactive Investor,Ruben Camacho,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",rgcamacho@firstcommand.com,,Salesforce
10797999,Inactive Investor,Jon Massey,Financial Advisor,LPL Financial LLC Corona CA 1295 Corona Pointe Ct,mark.massey@lpl.com,,Salesforce
143831,,Nathan Palmer,Financial Advisor,"Royal Alliance Associates, Inc.",npalmer@royalaa.com,918-492-9484,
9561602,,Louis Obsuth,,,louis.obsuth@fidelity.com,,List import
10826177,Inactive Investor,Hugh Hinson,,"Osaic FA, Inc. Decatur AL 400 14th St SE",hugh.hinson@lfg.com,,Salesforce
10797657,Inactive Investor,Patricia Smith,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager;Wealth Advisor,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,patricia.b.smith@ubs.com,,Salesforce
10757823,Inactive Investor,Michelle Selsor,Financial Advisor,Edward Jones Phoenix AZ 10880 N 32nd St,michelle.selsor@edwardjones.com,,Salesforce
11092728,Inactive Investor,Stacey Eder,Investment Specialist,"Ameriprise Financial Services, LLC Old Saybrook CT 205 Old Boston Post Rd",stacey.eder@ampf.com,,Salesforce
10792440,Inactive Investor,Martin Hughes,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,martin.f.hughes@jpmorgan.com,,Salesforce
11184470,Inactive Investor,Wayne Woodman,Senior Investment Advisor,The Investment House LLC Las Vegas NV 5940 S Rainbow Blvd,wwoodman@tihllc.com,,Salesforce
9595178,,David Sharp,,,skookumben@icloud.com,,List import
10952392,Inactive Investor,Eric Yu,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",eric.yu2@ml.com,,Salesforce
11082312,Inactive Investor,James Mackay,Chief Compliance Officer;Founder;Managing Member;Principal,"MacKay Financial Planning, LLC",jim@mackayfp.com,,Salesforce
11210775,Inactive Investor,Alexis Gallardo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11104887,Inactive Investor,David Lamborn,,"Equitable Advisors, LLC Salt Lake City UT 2825 E Cottonwood Pkwy",david.lamborn@equitable.com,,Salesforce
10871780,Inactive Investor,Samuel Duran,,J.P. Morgan Securities LLC Hercules CA 4040 San Pablo Ave,samuel.x.duran@chase.com,,Salesforce
10898419,Inactive Investor,John Ahern,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,johnahern.team@fidelity.com,,Salesforce
229517,, -,,[[Unknown]],grg_gnll@yahoo.com,,
9543239,,Rick Ferrell,,,rick@crownsgd.com,,List import
10913326,Inactive Investor,Andrius Jurkunas,Financial Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 William St",andrew.jurkunas@ampf.com,,Salesforce
10616994,,Brendan Haggard,,,brendan.haggard@ml.com,,List Import
9574590,,Raymond Kuberski,,,rmkuberski@gmail.com,,List import
10940573,Inactive Investor,Erin Dolabson,Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,erin.dolabson@jpmorgan.com,,Salesforce
11022044,Inactive Investor,Victoria Tapia,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,victoria.tapia@jpmorgan.com,,Salesforce
11149426,Inactive Investor,Bruce Gendein,,"Osaic Wealth, Inc. Tarzana CA 18801 Ventura Blvd",bgendein@royalaa.com,,Salesforce
11261117,Inactive Investor,Michael Boyer,Investment Advisor,RCPlanners York PA Private Residence,mboyer@rcplanners.com,,Salesforce
10837911,Inactive Investor,Armond Reggio,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",armond.reggio@nm.com,,Salesforce
11178139,Inactive Investor,Diane Noel,,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,diane.noel@morganstanley.com,,Salesforce
11047103,Inactive Investor,Bradley Sochowski,Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,bradley.sochowski@ubs.com,,Salesforce
11040612,Inactive Investor,Gabriella Maniaci,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,gmaniaci@rwbaird.com,,Salesforce
11121347,Inactive Investor,Matthew Lenser,Financial Advisor,Edward Jones Lodi CA 2020 W Kettleman Ln,matthew.lenser@edwardjones.com,,Salesforce
10997298,Inactive Investor,Trevor Bieszczat,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,trevor.bieszczat@jpmorgan.com,,Salesforce
9609825,,s b,,,squatterbar@gmail.com,,List import
11019888,Inactive Investor,Anna Gibaszek,,J.P. Morgan Securities LLC Harwood Heights IL 4223 N Harlem Ave,anna.gibaszek@chase.com,,Salesforce
10849660,Inactive Investor,Gianni Abballe,,Morgan Stanley Charlotte NC 13024 Ballantyne Corporate Pl,gianni.abballe@morganstanley.com,,Salesforce
9581388,,Tami Jarrett-Plummer,,,tami.plummer@cambridgeresource.com,,List import
10793647,Inactive Investor,Brenda Holley,,PFS Investments Inc. Tampa FL 8875 Hidden River Pkwy,brenda.holley@primerica.com,,Salesforce
10867296,Inactive Investor,Trey Whalley,,"Osaic Wealth, Inc. New Bedford MA 227 Union St",,,Salesforce
9625479,,Abu Vafai,,,vafai866@gmail.com,,List import
11043088,Inactive Investor,Camilo Garrido,,J.P. Morgan Securities LLC Tampa FL 2001 N Dale Mabry Hwy,camilo.garrido@jpmorgan.com,,Salesforce
11052396,Inactive Investor,Eric Hayes,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,eric.hayes@morganstanley.com,,Salesforce
335297,,Jeremy Lynch,Partner,Trilantic North America,jlynch@trilanticpartners.com,212-607-8450,Manual List Upload
9540974,,Matthew Wood,,Vertex One,mwood@vertexone.com,,Database Upload
11077864,Inactive Investor,Christopher Lambeth,,Citigroup Global Markets Inc.,,,Salesforce
10505973,,William Stratton,Financial Consultant,Freedom-3,wcstratton@aol.com,732-966-4115,List import
9613781,,Anthony Bune,,,abune@quadgroup.com,,List import
10874724,Inactive Investor,Ming Fehrenbach,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,mfehrenbach@ft.newyorklife.com,,Salesforce
11131543,Inactive Investor,Craig Myers,Financial Advisor,"Ameriprise Financial Services, LLC Monticello IL 107 S State St",craig.w.myers@ampf.com,,Salesforce
10798254,Inactive Investor,Terrence Crowe,Financial Advisor,Edward Jones Paso Robles CA 1046 Vine St,terrence.crowe@edwardjones.com,,Salesforce
10980232,Inactive Investor,Steven Yamashita,,LPL Financial LLC Honolulu HI 220 S King St,steven.yamashita@lpl.com,,Salesforce
9608337,,Noa Waks,,,noawaks@bayview.com,,List import
99813,,chris milligan,,Great Point Capital,chris.milligan20@yahoo.com,2817959550,
11230001,Inactive Investor,Stephen Rothschild,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,srothschild@ft.newyorklife.com,,Salesforce
10803191,Inactive Investor,Oscar Zepeda,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,oscar.zepeda@fidelity.com,,Salesforce
11235489,Inactive Investor,Daniel Borchert,Investment Advisor Representative,"Illumine Investment Management, LLC Poulsbo WA Private Residence",daniel@illumineim.com,,Salesforce
10944528,Inactive Investor,Jennifer Yahne,,"Osaic Wealth, Inc. Indianapolis IN 50 E 91st St",,,Salesforce
2532988,,Imran ali Imran ali,,,imranali9962239@gmail.com,,
11176941,Inactive Investor,James Cheadle,Chief Investment Officer;Managing Member;President,"Ponderosa Investment Group, LLC",,,Salesforce
11204922,Inactive Investor,Ryan Furuya,,Morgan Stanley Honolulu HI 733 Bishop St,,,Salesforce
9626272,,Lindsay Allen,,,lallen@sandiego.edu,,List import
10982866,Inactive Investor,Ruy Diaz Hernandez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Altamonte Springs FL 460 E Altamonte Dr",,,Salesforce
9565083,,Jordan Foster,,,jleofoster@gmail.com,,List import
11186181,Inactive Investor,Drake Lane,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10801179,Inactive Investor,Kevin Pickard,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,kevin.pickard@morganstanley.com,,Salesforce
762,,,,,tomtaylor@email-seeds.net,,
10761421,Inactive Investor,Frank DellaRossa,Associate Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11162493,Inactive Investor,Craig Miyamoto,Financial Advisor,Edward Jones Woodland CA 1100 Main St,craig.miyamoto@edwardjones.com,,Salesforce
9586095,,Nicholas Ingram,,,ningram@massmutual.com,,List import
11192855,Inactive Investor,Jody Witherow,Portfolio Associate,Morgan Stanley York PA 221 W Philadelphia St,jody.witherow@morganstanley.com,,Salesforce
10896497,Inactive Investor,Thomas Carlow,,"Raymond James Financial Services, Inc. Franklin MA 443 E Central St",thomas.carlow@raymondjames.com,,Salesforce
11015189,Inactive Investor,Christopher Wilson,,"Raymond James Financial Services, Inc. Winston Salem NC 215 Harvey St",christopher.wilson@raymondjames.com,,Salesforce
10647896,,Tara Lusche,,,tara.lusche@morganstanley.com,,List Import
10970075,Inactive Investor,Christian Vasquez,,"Fifth Third Securities, Inc. Memphis TN 6410 Poplar Ave",christian.vasquez@53.com,,Salesforce
10803792,Inactive Investor,Carmen Davis Dye,,Wedbush Securities Inc.,carmen.davisdye@wedbush.com,,Salesforce
10914120,Inactive Investor,Allie Thornton,Financial Advisor,Edward Jones Prairie Du Chien WI 200 S Marquette Rd,allie.thornton@edwardjones.com,,Salesforce
11012075,Inactive Investor,Mija Bartholome,Paraplanner,"Ameriprise Financial Services, LLC Tampa FL 13055 W Linebaugh Ave",,,Salesforce
9568543,,Jonathan Boos,,,jboos@sharespost.com,,List import
11083125,Inactive Investor,Linda Mastellar,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,linda.mastellar@ceterainvestors.com,,Salesforce
10993864,Inactive Investor,Andrew Hursey,Head - Research,"Sentry, LLC",,,Salesforce
11033221,Inactive Investor,Sarah Saxon,,"Northwestern Mutual Investment Services, LLC Tyler TX 2326 Dueling Oaks Dr",sarah.saxon@nm.com,,Salesforce
11002492,Inactive Investor,Joshua Marks,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",,,Salesforce
11015289,Inactive Investor,Ronald Jackson,,PFS Investments Inc. Newtown PA 842 Durham Rd,4sjxr@primerica.com,,Salesforce
10983156,Inactive Investor,Rhonda Sorensen,Private Banking Manager,Arvest Wealth Management Springfield MO 2835 E Battlefield St,rsorensen@arvest.com,,Salesforce
9541326,,Thomas McQuiston,,,thomas.mcquiston@gmail.com,,List import
11141931,Inactive Investor,Dioselina Ramirez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",dioselina_ramirez@ml.com,,Salesforce
9600194,,Michael Castiello,,,mcastiello@principlewealthpartners.com,,List import
11222944,,Edward Minton,,,lminton@keelpoint.com,,List Import
11083029,Inactive Investor,Austin Flatt,Private Wealth Advisor,First Kentucky Securities Corporation Lexington KY 1500 Leestown Rd,aflatt@firstky.com,,Salesforce
220816,,Gustaf Strengell,,[Unknown],gstrengell@gmail.com,,
10916890,Inactive Investor,Richard Rake,Chief Compliance Officer;Managing Member;President,"Financial Resources Group, LLC",richard@frplan.com,,Salesforce
147716,,Teresa Wong,,[Unknown],teresa.wong@lw.com,,Event
11174881,Inactive Investor,Doreen Trammell,,Thrivent Investment Management Inc. Chantilly VA 14157 Robert Paris Ct,doreen.trammell@thrivent.com,,Salesforce
10792560,Inactive Investor,Christopher Corea,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 2290 East Ave",christopher.m.corea@ampf.com,,Salesforce
10791955,Inactive Investor,Jessica Alexander,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,jessica.alexander@gs.com,,Salesforce
9623301,,Dimitri Korvyakov,,,dkorvyakov@sandtoncapital.com,,List import
11200020,Inactive Investor,Keith Bowles,Chief Operating Officer;President,"Moneta Group Investment Advisors, LLC",kbowles@monetagroup.com,,Salesforce
11047151,Inactive Investor,Gabriel Boruff,Financial Advisor,Integrity Financial Corporation Kennewick WA 1030 N Center Pkwy,gboruff@integrity.financial,,Salesforce
10945437,Inactive Investor,Melissa Pinkerton,Wealth Advisor,"Belleair Wealth Management, LLC",,,Salesforce
10983817,Inactive Investor,John Flores,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
339764,,Edward Patton,Member,"Hastings Equity Partners, Llc",tpatton@hastingsequity.com,781-314-9596,Manual List Upload
9550113,,Giselle Sacon,,,giselle.sacon@suntrust.com,,List import
9546985,,Rajeev Sambyal,,,rajeev_sambyal@yahoo.com,,List import
1903829,,Jatin Yadav,,,jy013238@gmail.com,,
11018887,Inactive Investor,Ryan Greenlee,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,"Barrett Capital Management, LLC",rgreenlee@barrettcap.com,,Salesforce
10984191,Inactive Investor,Dana McMichael,,NYLIFE Securities LLC Palm Beach Gardens FL 7111 Fairway Dr,dmcmichael01@ft.newyorklife.com,,Salesforce
9560519,,juan beltran,,,juan.beltran@gmail.com,,List import
11046727,Inactive Investor,Ben Cravens,Financial Advisor;Financial Planning Specialist,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
11095814,Inactive Investor,Robert Brainard,Chief Compliance Officer;Principal,Reef Advisors LLC,,,Salesforce
10395862,,Hakan Hakbilen,,,hhakbilen@gmail.com,,Web Form Fillout
9557753,,Thomas O'Brien,,,thomas_obrien1@verizon.net,,List import
10509864,,Andrew Ceccon,Chief Marketing Officer,AXS Investments,aceccon@axsinvestments.com,,List Import
11210706,Inactive Investor,Joshua Elmore,,Rise Financial Partners,,,Salesforce
9551812,,Paul Burch,,,paul.burch@glazercapital.com,,List import
11155765,Inactive Investor,Jessica Van Dyke,Financial Advisor,"Ameriprise Financial Services, LLC Woodland CA 431 Cleveland St",jessica.vandyke@ampf.com,,Salesforce
9634788,,William Russell,,,russell@sterlinglp.com,,List import
10838287,Inactive Investor,Douglas Stroot,Wealth Advisor,"Trilogy Capital, Inc.",douglas.stroot@trilogyfs.com,,Salesforce
9592516,,Iqbalpreet Singh,,,iqbalpreet7@gmail.com,,List import
11047051,Inactive Investor,Carmilita Aching,Investment Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",carmilita.aching@rbc.com,,Salesforce
9641721,,Ronald Kurt,,,ronkur@gmail.com,,List import
10879747,Inactive Investor,Rajpreet Saran,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Flemington NJ 59 Reaville Ave",rajpreet.saran@ml.com,,Salesforce
11041266,Inactive Investor,Jane Li,Portfolio Manager;Senior Equity Analyst,"Zevin Asset Management, LLC",jane@zevin.com,617-742-6666 x3003,Salesforce
373367,,Yuqiong xu,,[Unknown],stephanie.yq.xu@gmail.com,,source
11202573,Inactive Investor,Michael Edelman,Investment Advisor Representative,"Baron Silver Stevens Financial Advisors, LLC",medelman@bssfa.com,,Salesforce
11060669,Inactive Investor,Chandler Hall,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11073791,Inactive Investor,Timothy Vega,,Oppenheimer & Co. Inc. Topeka KS 534 S Kansas Ave,tim.vega@opco.com,,Salesforce
9641029,,Benedikt Schoeps,,,benediktschoeps@gmail.com,,List import
10900024,Inactive Investor,Megan O'Connor,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
11194069,Inactive Investor,Steven Underwood,Financial Advisor;Vice President,J.P. Morgan Securities LLC Valparaiso IN 2200 Morthland Dr,steven.c.underwood@chase.com,,Salesforce
9645416,,Greg Coffey,,,greg.coffey@kirkoswald.com,,List import
9574513,,Mike Boroughs,,,mike@glacierpeakcapital.com,,List import
10847181,Inactive Investor,Matthew Eggar,,"Cambridge Investment Research, Inc. Fairport NY 18 Saddle Ridge Trl",meggar@cambridgesecure.com,,Salesforce
143680,,Melissa Boyer,,"Modera Wealth Management, Llc",melissab@moderawealth.com,(980) 949-4004,
11221281,,Gregory Hopkins,,,ghopkins@ancora.net,,List Import
10964882,Inactive Investor,Ashley Lirette,Associate,Edward Jones Henryetta OK 504 W Main St,,,Salesforce
11180652,Inactive Investor,Wayne Ervin,,PFS Investments Inc. Parkersburg WV 1118 20th St,wayne.ervin@primerica.com,,Salesforce
342096,,Michael Bird,,,mbird@snowdenlane.com,307-690-1872,
11220510,,Donna Sanders,,,dsanders@savantwealth.com,,Other
9606467,,Mark Rubin,,,mark@rjrubin.com,,List import
10946672,Inactive Investor,Daniel Capek,,William Blair Charlotte NC 101 S Tryon St,dcapek@williamblair.com,,Salesforce
10836236,Inactive Investor,Byron Anderson,Chief Compliance Officer;Chief Executive Officer;Partner,Sachem Investment Counsel LLC,,,Salesforce
9629908,,Sullivan Case,,,sullydcase@gmail.com,,List import
11209420,Inactive Investor,Mark Lavalle,Member;Principal,"KCS Advisors, LLC",,,Salesforce
84,,,,,GStenn@250ok.onmicrosoft.com,,
10893283,Inactive Investor,Amy Ng,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",ang@financialguide.com,,Salesforce
10991933,Inactive Investor,Bryce Breeden,,"CFD Investments, Inc. Peoria IL 4924 N Renwood Ave",bryce.breeden@cfdinvestments.com,,Salesforce
11234595,Inactive Investor,Robert Myers,Financial Advisor;Member,Savant Wealth Management Cedar Rapids IA 221 3rd Ave SE,rmyers@savantwealth.com,,Salesforce
9598911,,Kelly Crane,,,kcrane@napavwm.com,,List import
9596472,,Shamim Ahmed,,,sahmedesq@gmail.com,,List import
335717,,Denis Horrigan,Partner,"Connecticut Wealth Management, Llc",dhorrigan@ctwealthmgmt.com,860-470-0290,Manual List Upload
11025883,Inactive Investor,Patricia Gardner,,State Farm VP Management Corp. Raleigh NC 5300 Six Forks Rd,patty.gardner.fpp5@statefarm.com,,Salesforce
10804877,Inactive Investor,James Brattensborg,Investment Advisor Representative,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",james.brattensborg@prudential.com,,Salesforce
11232237,Inactive Investor,Brandie Williams-El,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,brandie.williamsel@primerica.com,,Salesforce
10881789,Inactive Investor,Nicole Louvar,Chief Compliance Officer;Chief Operating Officer;Wealth Management Advisor,"Guided Capital Wealth Management, LLC",nlouvar@guidedcapitalwealth.com,,Salesforce
51835,,Patrick Lang,Financial Advisor,Eagle Strategies LLC,plang@ft.newyorklife.com,612-810-7135,
10963053,Inactive Investor,Dalip Chadha,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Greendale WI 5434 S 76th St",dalip.chadha@usbank.com,,Salesforce
11188094,Inactive Investor,Tyler Simmons,Private Wealth Advisor,"Osaic FA, Inc. Jericho NY 100 Jericho Quadrangle",,,Salesforce
11016800,Inactive Investor,Alisha Muroni,,"First Command Brokerage Services, Inc. Norfolk VA 101 W Main St",armuroni@firstcommand.com,,Salesforce
9574466,,Bruce Joseph,,,bruce.joseph@cusonet.com,,List import
11014802,Inactive Investor,Adelmarie Rivera,,"Mutual of Omaha Investor Services, Inc. Colorado Springs CO 8610 Explorer Dr",adelmarie.rivera@mutualofomaha.com,,Salesforce
10810952,Inactive Investor,Jane Voorhees,,"HighTower Securities, LLC Melville NY 445 Broadhollow Rd",jvoorhees@hightoweradvisors.com,,Salesforce
10787509,Inactive Investor,Jason Hale,Branch Manager;Vice President,"Charles Schwab & Co., Inc. West Palm Beach FL 501 S Flagler Dr",jason.hale@schwab.com,,Salesforce
1001724,Inactive Investor,Dan Miller,Partner,Basin Street Partners,dmiller@basinstreetpartners.com, +1 386 238 7035,
11162770,Inactive Investor,Michael Stentiford,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 2 Crosfield Ave",michael.stentiford@ml.com,,Salesforce
11165452,Inactive Investor,Gili Naftalovich,,Goldman Sachs & Co.,,,Salesforce
11063844,Inactive Investor,Mamie Johnson,,PFS Investments Inc. Portage MI 1302 W Milham Ave,mamie.cotton@primerica.com,,Salesforce
9615716,,Matthew Courtney,,,macourtney@gmail.com,,List import
11116747,Inactive Investor,Michael Kristian,,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,michael.kristian@primerica.com,,Salesforce
10918669,Inactive Investor,Keith Behrmann,Financial Analyst,"Vicus Capital, Inc. Bridgewater NJ 520 US Hwy 22",,,Salesforce
10616714,,Patrick Kessler,,,patrick_kessler@ml.com,,List Import
10959726,Inactive Investor,Dina Sarlas,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,,,Salesforce
10858621,Inactive Investor,Eric Belz,,"R. F. Lafferty & Co., Inc.",ebelz@rflafferty.com,,Salesforce
10963042,Inactive Investor,Marc Guido,Senior Wealth Advisor,"RMR Wealth Builders, Inc.",mguido@rmrwealth.com,,Salesforce
211907,,Angela Augustine,,"Securities America Advisors, Inc.",angela.augustine@securitiesamerica.com,215-633-9500,
10986198,Inactive Investor,Jacob Kettles,,"Allstate Financial Services, LLC Denver CO 3978 E 104th Ave",jacobkettles@allstate.com,,Salesforce
11034932,Inactive Investor,Korey Johnson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9557147,,Todd Schaul,,,todd.schaul@morningstar.com,,List import
10776608,Inactive Investor,Stacy Alfonso,,"Wells Fargo Clearing Services, LLC Land O'Lakes FL 17907 Aprile Dr",stacy.alfonso@wfadvisors.com,,Salesforce
11173932,Inactive Investor,Kimberly Bryant,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10893445,Inactive Investor,Patrick Swan,,"Raymond James Financial Services, Inc. Elizabethtown KY 2900 Dolphin Dr",patrick.swan@raymondjames.com,,Salesforce
11181013,Inactive Investor,Steven Garbus,,"The Jeffrey Matthews Financial Group, L.L.C.",sgarbus@jeffreymatthews.com,,Salesforce
6840445,,John Smith,,,yayacoj269@otanhome.com,,Web Form Fillout
10851791,Inactive Investor,Brett Burian,Senior Vice President,Citigroup Global Markets Inc. New York NY 153 E 53rd St,brett.burian@citigroup.com,,Salesforce
11118941,Inactive Investor,Cynthia Smedstad,Private Client Advisor,J.P. Morgan Securities LLC League City TX 2620 E League City Pkwy,cynthia.smedstad@jpmorgan.com,,Salesforce
9627233,,Volker Plura,,,v.plura@arcor.de,,List import
7886055,,Stephen MAYNARD,,,stephen.maynard@sky.com,,Web form fillout
9614289,,Colin Sinclare,,,csinclare@mcleanbudden.com,,List import
10927631,Inactive Investor,Aaron Argabright,"Branch Manager, Vice President",Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,aaron.argabright@fidelity.com,,Salesforce
2202887,,Thet Pi So,,,caoyishong@gmail.com,,
10788666,Inactive Investor,Meghan Snouffer,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,meghan.sholtes@fidelity.com,,Salesforce
10758310,Inactive Investor,Neil Hackman,Chief Executive Officer;Chief Investment Officer;Co-Chief Investment Officer;Investment Committee;Owner;President;Regulatory Con,Oak Financial Group Inc,neil@oakfingroup.com,,Salesforce
90422,,Amy Rusch,"Financial Professional, Manager - Investment Advisory",United Planners' Financial Services of America A Limited Partner,amrusch@unitedplanners.com,602-494-0400,
11025731,Inactive Investor,Marianne Whitley,,"Farmers Financial Solutions, LLC Red Oak TX 117 W Ovilla Rd",mwhitley@farmersagent.com,,Salesforce
10784979,Inactive Investor,Eric Vetack,Institutional Consultant;Wealth Management Advisor,LPL Financial LLC Fort Mill SC 936 Market St,eric.vetack@lpl.com,,Salesforce
10910300,Inactive Investor,Ruben Urena,,"Sabadell Securities USA, Inc.",,,Salesforce
10757303,Inactive Investor,Jeffrey Fordham,,"Raymond James & Associates, Inc.",,,Salesforce
10843307,Inactive Investor,Joan Bernstein,,LPL Financial LLC Thousand Oaks CA 3717 E Thousand Oaks Blvd,joan.bernstein@lpl.com,,Salesforce
10843664,Inactive Investor,Eric Boegh,,A.G.P / Alliance Global Partners Santa Monica CA 1334 3rd Street Promenade,eboegh@europac.net,,Salesforce
1613105,,Henrik Axelsen,,[Unknown],axelsenhenrik@gmail.com,,
11070455,Inactive Investor,Michael Dubosky,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Greensburg PA 126 Mathews St",,,Salesforce
10918819,Inactive Investor,Alex Odenweller,Financial Advisor,"Ameriprise Financial Services, LLC Delphos OH 312 N Main St",alex.odenweller@ampf.com,,Salesforce
10905697,Inactive Investor,Lucy Watson,Financial Advisor,"Vicus Capital, Inc. Miami FL 10715 SW 104th St",,,Salesforce
10795124,Inactive Investor,Eric Rifkin,,"Osaic Wealth, Inc. Morrisville PA 1790 Yardley Langhorne Rd",,,Salesforce
11140792,Inactive Investor,Cynthia Assink,Client Specialist,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,cassink@rwbaird.com,,Salesforce
9540964,,Duncan Wells,,,duncan.wells@liquid.com,,List Import
9620984,,DALAN COHEN,,,dcohen858@gmail.com,,List import
9579102,,Stephanie Sketch-Durr,,,stephanie.sketch-durr@53.com,,List import
10978696,Inactive Investor,Zhenzhi Cao,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11154786,Inactive Investor,Linda Charvonia,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",karen.charvonia@wellsfargoadvisors.com,,Salesforce
11149635,Inactive Investor,Jordan Senter,Regional Banking Associate,"Charles Schwab & Co., Inc. Marlton NJ 300 Rte 73 S",jordan.senter@schwab.com,,Salesforce
10761656,Inactive Investor,Robert Corsarie,Chief Executive Officer;Director;Managing Director;President;Senior Vice President,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",robert.corsarie@53.com,,Salesforce
11094094,Inactive Investor,Victoria Payne,,"Robinhood Financial, LLC",victoria.payne@robinhood.com,,Salesforce
10984112,Inactive Investor,Kevin Underwood,Financial Advisor,SageSpring Wealth Partners Brentwood TN 12 Cadillac Dr,kevin.underwood@sagespring.com,,Salesforce
10783905,Inactive Investor,Sai Ng,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,sai.ng@us.hsbc.com,,Salesforce
10863088,Inactive Investor,Kirsten Spacek,Associate Financial Advisor,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,,,Salesforce
11206781,Inactive Investor,Harold Hartmann,Financial Professional,LPL Financial LLC Madison CT 149 Durham Rd,harold.hartmann@lpl.com,,Salesforce
10986302,Inactive Investor,Marin Victorio,,J.P. Morgan Securities LLC Venice CA 1415 Lincoln Blvd,marin.victorio@chase.com,,Salesforce
11232637,Inactive Investor,Joseph Hedley,,"MML Investors Services, LLC Macon GA 2050 Bowman Park",,,Salesforce
9570359,,Jai Ku Sun,,,jaikusun@gmail.com,,List import
10615012,,John Walla,"Financial Advisor, First Vice President",,john.walla@morganstanley.com,,List Import
10918949,Inactive Investor,Robert Deviney,,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
11105617,Inactive Investor,Darrin Taylor,,"Allstate Financial Services, LLC Farmington AR 188 W Main St",darrin.taylor@allstate.com,,Salesforce
10859289,Inactive Investor,Michael Harm,,"Allstate Financial Services, LLC",michaelharm@allstate.com,,Salesforce
11187312,Inactive Investor,Paul Vahle,,"Truist Investment Services, Inc. Birmingham AL 1900 29th Ave S",paul.vahle@truist.com,,Salesforce
10803989,Inactive Investor,Kevin Emmendorfer,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",kevin.emmendorfer@rbc.com,,Salesforce
10851278,Inactive Investor,Kenneth Bernard,Chief Compliance Officer;President,Bernard Wealth Management Corp.,ken@bernard-wealth.com,,Salesforce
11014430,Inactive Investor,Luis Pinto,,"Madison Avenue Securities, LLC Winter Garden FL 270 W Plant St",,,Salesforce
10780637,Inactive Investor,Mark Erickson,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",erickso@tiaa-cref.org,,Salesforce
10760928,Inactive Investor,Edward Hughes,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Rockville MD 502 Hungerford Dr",edward.hughes@wellsfargoadvisors.com,,Salesforce
11162985,Inactive Investor,Thomas Gilfillan,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10771212,Inactive Investor,Rushton Barrosse,,"Centaurus Financial, Inc. Mandeville LA Private Residence",,,Salesforce
11194740,Inactive Investor,Albert Benrey,,Investment Placement Group,,,Salesforce
10658160,,Ronald Brandes,,,ronald.brandes@chase.com,,List Import
11076441,Inactive Investor,Corey Blumenthal,Investment Advisor,"Osaic Wealth, Inc. Melville NY 555 Broadhollow Rd",cblumenthal@osaicwealth.com,,Salesforce
11131207,Inactive Investor,Kathleen Langston Forbes,Financial Planning Associate;Portfolio Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,kathleen.langston-forbes@morganstanley.com,,Salesforce
10852806,Inactive Investor,Jordan Davis,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",jordan.m.davis@schwab.com,,Salesforce
10784401,Inactive Investor,Diane McNamara,,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",,,Salesforce
10950014,Inactive Investor,Jerrold Wicentowski,,"Harbour Investments, Inc. Brookfield WI 19265 W Capitol Dr",,,Salesforce
10773677,Inactive Investor,Margaret Mcintyre,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 6 Skidaway Village Walk",margaret.m.mcintyre@wellsfargo.com,,Salesforce
10604492,,Gerald Materne,Consultant,Gerald Michael Materne,jerry@maternewealthstrategies.com,850-897-6797,List Import
11100448,Inactive Investor,Dawn Atkins,Director - Marketing,Catalyst Investment Management LLC,,,Salesforce
10802460,Inactive Investor,Gregory Hardy,,"Cambridge Investment Research, Inc. Portage MI 700 Mall Dr",ghardy@cambridgeresource.com,,Salesforce
11063456,Inactive Investor,Enzo Pellegrino,Chief Compliance Officer;Founder;President;Wealth Advisor,TLWM Financial,enzo@tlwmfinancial.com,,Salesforce
10957333,Inactive Investor,Veronica Ramos Flores,Client Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,veronica.ramos-flores@ubs.com,,Salesforce
10923149,Inactive Investor,Tristian Whipple,,Fidelity Brokerage Services LLC,,,Salesforce
10616539,,Scott Modell,,,scott.modell@lpl.com,,List Import
9621094,,Thomas McCann,,,mccann@dublin.com,,List import
11004062,Inactive Investor,Mary Blythe,,Edward Jones Saint Louis MO 955 Executive Pkwy Dr,,,Salesforce
10659647,,Elizabeth Torres,,,elizabeth.e.torres@chase.com,,List Import
9577410,,Jogendra Yaramchitti,,,yjogendrak@gmail.com,,List import
10896332,Inactive Investor,James Watkins,Financial Consultant,"Equitable Advisors, LLC Houston TX 1002 Gemini St",james.watkins@equitable.com,,Salesforce
9600986,,Adriano Falcao,,,adrianofalcao93@gmail.com,,List import
9562996,,Josh Moskovits,,,joshmoskovits@gmail.com,,List import
10962032,Inactive Investor,Melinda Ogden,Associate,Edward Jones Bangor ME 175 Exchange St,mel.ogden@edwardjones.com,,Salesforce
11191101,Inactive Investor,Mark Fischer,,"Raymond James Financial Services, Inc. El Paso TX 5822 Cromo Dr",mark.fischer@raymondjames.com,,Salesforce
9618975,,Sim Salabim,,,czarliczarli@op.pl,,List import
10981890,Inactive Investor,Matthew Hamilton,Investment Consultant,"Charles Schwab & Co., Inc. Roseville CA 1186 Roseville Pkwy",matt.hamilton@schwab.com,,Salesforce
11019998,Inactive Investor,Nicole Kennedy,Administrative Assistant;Registered Assistant,"Osaic Wealth, Inc. Tempe AZ 960 W Elliot Rd",,,Salesforce
9615699,,Jah JahRasta,,,jahrasta@gmail.com,,List import
10981275,Inactive Investor,Morgan Lee,Associate Financial Advisor,Confluence Financial Partners,morgan.lee@confluencefp.com,,Salesforce
11146824,Inactive Investor,Timothy Healy,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",tim.healy@wfafinet.com,,Salesforce
345108,,Sandra Kuda,"Secretary, Treasurer","World Trend Financial Planning Services, Ltd.",skuda@tld-inc.com,319-364-3041,Manual List Upload
9588534,,Cameron Thornton,,,cameron@cameronthornton.com,,List import
9556166,,Ernest White,,,ernest.white@suntrust.com,,List import
10835149,Inactive Investor,Mark Pellecchia,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",mark.pellecchia@equitable.com,,Salesforce
10756368,Inactive Investor,Christian Finley,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
9544246,,Elisa Castro,,,elisa.castro@vw.com,,List import
10911795,Inactive Investor,Lois Knowles,,PFS Investments Inc. Sheboygan WI 1320 N Taylor Dr,lois.knowles@primerica.com,,Salesforce
10984640,Inactive Investor,Adam Snyder Sickmen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11185585,Inactive Investor,Spencer Vliegen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11193025,Inactive Investor,Stephen Abbe,Investment Advisor,Orchard Advisors,,,Salesforce
9642215,,Johan Leonardi,,,johan.leonardi@gmail.com,,List import
11188172,Inactive Investor,Kimberly Eskelson,Premier Banker,"Wells Fargo Clearing Services, LLC Bend OR 450 NE Windy Knolls Dr",kimberly.eskelson@wellsfargo.com,,Salesforce
11165979,Inactive Investor,Earlene Cobb,,PFS Investments Inc. Union NJ 1767 Morris Ave,ecobb9rpbg@primerica.com,,Salesforce
10993378,Inactive Investor,Sandra Orozco Davila,,EFG Capital International,,,Salesforce
10956484,Inactive Investor,Kristopher Daudelin,Financial Advisor,"CUSO Financial Services, L.P. Williston VT 141 Harvest Ln",,,Salesforce
11002755,Inactive Investor,Luis Sanchez,,PFS Investments Inc. Chicago IL 1856 N Leclaire Ave,,,Salesforce
9607259,,Baiju Krishnan,,,baiju.krishnan@gmail.com,,List import
1002777,Inactive Investor,Robert Kane,Principal,RDA Ventures,robert@rdaventuresllc.com, +1 212 682 1000(292),
10870672,Inactive Investor,Eric Dean,,LPL Financial LLC Blue Bell PA 5 Valley Sq,eric.dean@lpl.com,,Salesforce
10995517,Inactive Investor,James Thibaut,,"MML Investors Services, LLC Covington LA 122 Terra Bella Blvd",jthibaut@financialguide.com,,Salesforce
10994532,Inactive Investor,Jose Reyes Sierra,,Edward Jones Bellevue WA 1606 148th Ave SE,,,Salesforce
11124052,Inactive Investor,Jessica Jordan,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9550350,,William Mann,,,wrmann@timucuan.com,,List Import
332994,,Alan Schryer,CIO,Noble Wealth Management,alan@noblefa.com,,
10808889,Inactive Investor,David Ross,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,david.j.ross@morganstanley.com,,Salesforce
10791621,Inactive Investor,Deanna Morell,Partner,Commonwealth Financial Network Palmyra NY 3203 Armington Rd,dmorell@commonwealth.com,,Salesforce
10789374,Inactive Investor,Paul Martin,Private Client Advisor;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",paul.e.martin@bofa.com,,Salesforce
11016320,Inactive Investor,Christopher Russell,Chief Compliance Officer;Founder;President,Tempus Pecunia,,,Salesforce
11180170,Inactive Investor,Julian Floqi,Assistant Vice President;Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",julian.floqi@ml.com,,Salesforce
211243,,Surya Gunasekara,Principal,Section VII Strategies,surya@sectionvii.com,,Content
9577648,,Steven Hultman,,,stevenhultman@gmail.com,,List import
11131897,Inactive Investor,Christina Traurig,Chief Compliance Officer;Financial Planner;Member;Principal,"Cornerstone Financial Planning, LLC",christina@cornerstoneplanning.com,,Salesforce
10880417,Inactive Investor,Jeffrey Schroeder,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Charlotte NC 4525 Sharon Rd",jeffrey.schroeder1@usbank.com,,Salesforce
161502,,Jessica Samayoa,,[Unknown],jessie_samayoa@yahoo.com,,source
43012,,Ronald Slosberg,Owner,"Slosberg Financial Solutions, Llc",ron@slosbergfinancial.com,908-698-9847,Manual List Upload
249197,,Natasha Abellard,,Bloomberg Quicktake,nabellard04@gmail.com,,Manual List Upload
10770666,Inactive Investor,Phillip Brann,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,phillip.brann@morganstanley.com,,Salesforce
9599715,,William Lee,,,jleegator@gmail.com,,List import
11097189,Inactive Investor,Gerhardt Korn,,Thrivent Investment Management Inc. Woodway TX 115 Burnett Ct,gerhardt.korn@thrivent.com,,Salesforce
9547535,,Sunita Devi,,,7808sksen@gmail.com,,List import
370575,,Anas Tasya,,Indonesia,tasya.florensia11@gmail.com,,Salesforce
11081197,Inactive Investor,Saeed Zarkharidi,,"Osaic Wealth, Inc.",,,Salesforce
10786471,Inactive Investor,John Berger,Financial Advisor,Edward Jones Austin TX 4100 Duval Rd,patrick.berger@edwardjones.com,,Salesforce
11216866,,Michael Hackman,,,michael.hackman@lpl.com,,List Import
10914483,Inactive Investor,Lance Silva,Financial Advisor,"Pruco Securities, LLC. Carlsbad CA 2888 Loker Ave E",lance.silva@prudential.com,,Salesforce
10819002,Inactive Investor,Miles Smith,Executive Financial Services Director;Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,miles.a.smith@morganstanley.com,,Salesforce
10982228,Inactive Investor,Michael Defazio,,The Huntington Investment Company Mentor OH 7341 Lake Shore Blvd,,,Salesforce
10768585,Inactive Investor,James Morrissey,Financial Professional,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",james.morrissey@equitable.com,,Salesforce
11035344,Inactive Investor,John Mendola,,Kovack Securities Inc. Hood River OR Private Residence,jmendola@ksifa.com,,Salesforce
344626,,James Ray,"Regional Director, Partner","Retirement Plan Advisors, Llc",jray@retirementplanadvisors.com,312-701-1100,Manual List Upload
373481,,Alex Falas,,,alexfalas@yahoo.com,3057720622,source
10832003,Inactive Investor,Sarah Spires,,"Wells Fargo Advisors Financial Network, LLC Dubuque IA 4991 Radford Ct",sarah.spires@wfafinet.com,,Salesforce
10865700,Inactive Investor,Karen Saperston,,Brighton Securities Corp.,,,Salesforce
10897166,Inactive Investor,Jack Tillery,,Cetera Investment Services LLC Florence AL 321 N Seminary St,,,Salesforce
47808,,Rick Webb,Financial Advisor,"Creative Financial Designs, Inc.",rick.webb@cfdinvestments.com,765-935-7890,
11180132,Inactive Investor,Theresa Ayers,,"Transamerica Financial Advisors, Inc Perrysburg OH 4140 Chappel Dr",theresa.ayers@tfaconnect.com,,Salesforce
4447729,,Kaitlin Smith,,,kaitlin@mainstreetroi.co,,
11202047,Inactive Investor,Edwin Ashton,Chief Compliance Officer;Founder;Member,"Arete Financial Solutions, LLC Goodyear AZ 2440 N Litchfield Rd",,,Salesforce
10487489,,Kevin Glover,,Morgan Stanley,khglover1@gmail.com,,List Import
10763381,Inactive Investor,Steven Schwartz,Branch Manager,Morgan Stanley New York NY 55 E 52nd St,steven.schwartz@morganstanley.com,,Salesforce
9620123,,Kevin Zhou,,,oasprep@yahoo.com,,List import
10833498,Inactive Investor,Richard Elsbury,Financial Advisor,Edward Jones Lebanon IN 1375 S Lebanon St,rick.elsbury@edwardjones.com,,Salesforce
9644425,,Tim Kohler,,,tkohler@hhga.com,,List import
10891262,Inactive Investor,Samir Rihani,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Friendswood TX 1550 W Bay Area Blvd",samir.rihani@ml.com,,Salesforce
10646777,,Matthew Quinn,,,matthew.quinn@ceterais.com,,List Import
84049,,Erin Ortiz,"Investment Advisor Representative, Portfolio Manager","LaSalle St. Investment Advisors, L.L.C.",eortiz@lasallest.com,903-509-2289,
11097257,Inactive Investor,Charles Crouch,,"Raymond James Financial Services, Inc. Franklin TN 3326 Aspen Grove Dr",dave.crouch@raymondjames.com,,Salesforce
11176113,Inactive Investor,Jacob Hess,,"Wells Fargo Clearing Services, LLC Richlands VA 201 Suffolk Ave",jacob.hess@wfadvisors.com,,Salesforce
10839722,Inactive Investor,Kathleen Sposato,,NYLIFE Securities LLC Allendale NJ Private Residence,kcatlaw@ft.newyorklife.com,,Salesforce
11041094,Inactive Investor,Moses Allan Salgado,,J.P. Morgan Securities LLC Fremont CA 43333 Christy St,moses.a.salgado@chase.com,,Salesforce
9556687,,Gary Gibson,,,ggibson@massmutual.com,,List import
10981160,Inactive Investor,Carlos Galindo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,carlos_galindo@vanguard.com,,Salesforce
338844,,Kala Bruce,,Sjhl Financial Group,kbruce@sjhl.com,620-241-1826,Manual List Upload
10662020,,Scott Schweighauser,,,scott@borealisstratcap.com,,List import
10827847,Inactive Investor,Dusty Spainhower,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11098694,Inactive Investor,Dale Braun,Financial Advisor,Edward Jones Beachwood OH 3355 Richmond Rd,dale.braun@edwardjones.com,,Salesforce
10768228,Inactive Investor,Luke Panarese,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,luke.c.panarese@jpmorgan.com,,Salesforce
10568432,,Justin Lawrence,,,jlaw1010@yahoo.com,,Web Form Fillout
11221467,,Tracy Kuddar,,,tracy_kuddar@troweprice.com,,List Import
11219082,,Noel Doiron,,,noel_doiron@troweprice.com,,Other
10840074,Inactive Investor,Daniel Loew,Wealth Management Associate,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,daniel.x.loew@jpmorgan.com,,Salesforce
11169118,Inactive Investor,Elwin Aggen,Financial Advisor,"Ameriprise Financial Services, LLC Worthington MN 362 Oxford St",elwin.j.aggen@ampf.com,,Salesforce
9558958,,Norman Ettinger,,,ettinger.norman@principal.com,,List import
10933965,Inactive Investor,Lisa Minardi,,MWA Financial Services Inc. San Ramon CA 2010 Crow Canyon Pl,lisa.m.minardi@mwarep.org,,Salesforce
11088028,Inactive Investor,Janet Brown,,"Raymond James Financial Services, Inc. Bountiful UT 533 W 2600 S",,,Salesforce
10949385,Inactive Investor,Danielle Hurst,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11116808,Inactive Investor,Dillon Rodgers,Investment Advisor Representative,"Cadaret, Grant & Co., Inc. Hackensack NJ 1 University Plaza Dr",,,Salesforce
11026328,Inactive Investor,Aubrey Means,,PFS Investments Inc. Greenville SC 439 Congaree Rd,aubrey.means@primerica.com,,Salesforce
10656206,,Emily Sobut,,,esobut@ayco.com,,List import
10904509,Inactive Investor,Robert Beese,,Cetera Advisor Networks LLC Portsmouth RI 3047 E Main Rd,,,Salesforce
10615770,,Todd Daley,,,todd.f.daley@jpmorgan.com,,List Import
11228507,Inactive Investor,Owen Faulkner,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
10848554,Inactive Investor,Dean Callison,,"Osaic Wealth, Inc. Overland Park KS 7381 W 133rd St",,,Salesforce
11228910,Inactive Investor,Casey Schwartz,,J.P. Morgan Securities LLC Sun Prairie WI 620 Spring St,casey.schwartz@jpmorgan.com,,Salesforce
11088942,Inactive Investor,Patricia Dahl,Chief Financial Officer;Portfolio Manager,Confluence Investment Management LLC,pdahl@confluenceim.com,,Salesforce
10920673,Inactive Investor,Jeremy Hoepf,Associate;Financial Professional,"Equitable Advisors, LLC Columbus OH 400 W Wilson Bridge Rd",jeremy.hoepf@equitable.com,,Salesforce
238153,, -,,[[Unknown]],juan.drucker@gmail.com,,
9582075,,Paul Fowler,,,bfowler@revolutionpartners.com,,List Import
10905187,Inactive Investor,Terry Wagler,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,terry.wagler@fmr.com,,Salesforce
11027163,Inactive Investor,Douglas Eastman,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",doug.eastman@nm.com,,Salesforce
41638,,Douglas Cardinale,,Firmidable,504doug@gmail.com,15049058885,Paid Search
11174916,Inactive Investor,Charles Sewell,,"Osaic Wealth, Inc. Baxter TN Private Residence",,,Salesforce
10846893,Inactive Investor,Karen Walker,Financial Professional,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",kwalker@massmutual.com,,Salesforce
10945840,Inactive Investor,Giordanio Nevil,,Cetera Investment Services LLC Woburn MA 400 Tradecenter,giordanio.nevil@ceterainvestors.com,,Salesforce
9576355,,Robert K,,,ciapa800@gmail.com,,List import
10919048,Inactive Investor,Andrew Outcalt,Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,andrew.outcalt@jpmorgan.com,,Salesforce
11093772,Inactive Investor,Michelle Ramos,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,muramos@ft.newyorklife.com,,Salesforce
11100157,Inactive Investor,Terence McNichol,,"Cambridge Investment Research, Inc. Havertown PA Private Residence",,,Salesforce
11057454,Inactive Investor,David Johnson,Financial Advisor,Edward Jones Belmont MI 6355 Belmont Ave NE,david.p.johnson@edwardjones.com,,Salesforce
11048969,Inactive Investor,Andrew Friedman,,Jefferies LLC,afriedman@jefferies.com,,Salesforce
345529,,Steven Strandberg,Managing Partner,"Albany Road Real Estate Partners, Llc",strandberg@albanyroadrep.com,617-279-2360,Manual List Upload
11205490,Inactive Investor,William Mulcahy,Managing Associate,"MML Investors Services, LLC West Des Moines IA 5550 Wild Rose Ln",pmulcahy@financialguide.com,,Salesforce
10916224,Inactive Investor,Samantha Flores,Financial Advisor,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,samantha.flores@lpl.com,,Salesforce
10510336,,Joe Higgins,,ACA Foreside,joseph.higgins@acaglobal.com,,List Import
11131311,Inactive Investor,Jonathan Zimmerman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jonathan.zimmerman@schwab.com,,Salesforce
11220884,,Todd Butterfield,,,tbutterfield@theblackbaygroup.com,,Other
10616209,,James Vermillion,,,jvermillion@rwbaird.com,,List Import
10614986,,Karen Craddock,"Financial Advisor, Financial Planning Specialist, Portfolio Manager, Vice President - Wealth Management",,karen.masri@morganstanley.com,,List Import
10961250,Inactive Investor,Courtney Mauricio,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10903241,Inactive Investor,Traci Simons,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Virginia Beach VA 4701 Virginia Beach Blvd",,,Salesforce
11179477,Inactive Investor,Christopher Ridente,Financial Advisor;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,christopher.ridente@morganstanley.com,,Salesforce
335360,,James Murphy,CFO,"Patriot Financial Manager, L.p.",jmurphy@patriotfp.com,215-399-4650,Manual List Upload
11190406,Inactive Investor,Herbert Allen,,"Harbour Investments, Inc. Rockford IL 6735 Vistagreen Way",,,Salesforce
11022899,Inactive Investor,Trisha Santos,,Vanguard Marketing Corporation,trisha_santos@vanguard.com,,Salesforce
11163160,Inactive Investor,Joseph Maloy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9546894,,Nick Stern,,,nickstern123@gmail.com,,List import
10756601,Inactive Investor,Stephanie Kastrup,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 601 N Section St",stephanie1.wells@ml.com,,Salesforce
11210967,Inactive Investor,Jeremy Yancey,,"Allstate Financial Services, LLC Merrillville IN 7870 Broadway",jyancey@allstate.com,,Salesforce
10619055,,Scott Holzer,,,scott.holzer@morganstanley.com,,List Import
9576467,,Jon Foster -,,,custompaintingfinishers@gmail.com,,List import
11211390,Inactive Investor,John Obrien,,"Westminster Financial Securities, Inc. Brookfield CT 2 Old New Milford Rd",jobrien@westminsterfinancial.com,,Salesforce
10824767,Inactive Investor,Jeffrey Rodemeyer,,Thrivent Investment Management Inc. Mesa AZ 2941 N Power Rd,jeff.rodemeyer@thrivent.com,,Salesforce
10812219,Inactive Investor,Gregory Aiken,,Robert W. Baird & Co. Incorporated Salt Lake City UT 222 S Main St,gaiken@rwbaird.com,,Salesforce
10969768,Inactive Investor,Juan Parente,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,juan.parente@primerica.com,,Salesforce
10756187,Inactive Investor,Jared Geoghan,Authorized Officer;Relationship Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10913999,Inactive Investor,Jay Howard,,Edward Jones Dearborn MI 3200 Greenfield Rd,jay.howard@edwardjones.com,,Salesforce
10950018,Inactive Investor,David Ferguson,,"Independent Financial Group, LLC Loveland CO Private Residence",,,Salesforce
10778053,Inactive Investor,Gary Bonnewell,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Newport News VA 701 Town Center Dr,gary.bonnewell@morganstanley.com,,Salesforce
11185283,Inactive Investor,Thomas Jaco,,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",tom.jaco@wellsfargoadvisors.com,,Salesforce
10790781,Inactive Investor,Anthony Cusanelli,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",tony.cusanelli@ml.com,,Salesforce
9559259,,Rodolfo Sifontes,,,rodolfosifontes1@gmail.com,,List import
11039673,Inactive Investor,Saul Rothberger,,"Avantax Investment Services, Inc. Brooklyn NY 122 Ashland Pl",,,Salesforce
9575610,,Eric Cha,,,echa@brownadvisory.com,,List import
10994007,Inactive Investor,Scott Hiller,,J.P. Morgan Securities LLC Broomfield CO 16820 Sheridan Pkwy,scott.hiller@jpmorgan.com,,Salesforce
10907957,Inactive Investor,Christopher Nicholson,Director - Wealth Management;Principal;Senior Financial Advisor,"Kovitz Investment Group Partners, LLC",cnicholson@kovitz.com,,Salesforce
10910173,Inactive Investor,Philip Cunningham,Investment Advisor Representative,"Osaic Wealth, Inc. Panama City Beach FL 12127 Panama City Beach Pkwy",,,Salesforce
10872042,Inactive Investor,Brandon Rolf,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11091699,Inactive Investor,Argin Hartounian,,J.P. Morgan Securities LLC Glendale CA 224 W Colorado St,argin.hartounian@chase.com,,Salesforce
10819516,Inactive Investor,Donna Jean Flood,Financial Advisor,Edward Jones Deland FL 505 E New York Ave,donnajean.flood@edwardjones.com,,Salesforce
11027940,Inactive Investor,Sara Sharra,,J.P. Morgan Securities LLC Washington DC 3140 M St NW,sara.sharra@jpmorgan.com,,Salesforce
9641676,,Denis Garyaga,,,garyaga@gmail.com,,List import
9577062,,Denise Zellers,,,denise.zellers@voyafa.com,,List import
236883,, -,,[[Unknown]],r.bolyard@att.net,,
9553136,,Peter Vonk,,,pvonk@cusonet.com,,List import
10923445,Inactive Investor,Kathleen Reed,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",kathleen.reed@tiaa.org,,Salesforce
11228558,Inactive Investor,Sharon Leathem,Registered Client Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,sharon.leathem@jpmorgan.com,,Salesforce
11205992,Inactive Investor,Richard Swift,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",richard.b.swift@raymondjames.com,,Salesforce
11122722,Inactive Investor,Christopher Cashell,Vice President;Wealth Advisor,LPL Financial LLC Butler PA 101 E Diamond St,christopher.cashell@lpl.com,,Salesforce
10488300,,Colin Neblett,"Executive Vice President, Partner","Banner Oak Capital Partners, LP",cneblett@banneroak.com,,List Import
10997228,Inactive Investor,Yuli Zhang,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley MA 185 Linden St",yuli.zhang@ml.com,,Salesforce
9545138,,Gloria Oldani,,,goldani@comerica.com,,List import
7801820,,Johnny Van Brokhost,,,nsiswantoam@azola.my.id,,Web Form Fillout
10918842,Inactive Investor,Matthew Baum,Financial Advisor,"Ameriprise Financial Services, LLC North Haven CT 37 Broadway",matthew.baum@ampf.com,,Salesforce
227474,, -,,[[Unknown]],mueller.terri@gmail.com,,Paid Social
9584819,,Christopher Compton,,,chris@comptonfinancial.com,,List import
10842983,Inactive Investor,Edward Riley,Chief Compliance Officer;Chief Executive Officer;Owner,"Colmina, LLC",edward.riley@colmina.com,,Salesforce
11088366,Inactive Investor,Wayne Hervey,,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",wayne.hervey@prudential.com,,Salesforce
10988501,Inactive Investor,Taylor Sternau,,"U.S. Bancorp Investments, Inc. Saint Louis MO 5418 Hampton Ave",taylor.sternau@usbank.com,,Salesforce
11100916,Inactive Investor,Deserae Lukowski,Senior Client Service Associate;Senior Registered Associate,Morgan Stanley Columbus OH 4449 Easton Way,deserae.m.lukowski@morganstanley.com,,Salesforce
9614806,,marval bcn,,,marvalbcn@gmail.com,,List import
10857166,Inactive Investor,Kenneth Schiele,,"Raymond James Financial Services, Inc. Bismarck ND 2000 Schafer St",ken.schiele@raymondjames.com,,Salesforce
9560037,,Marc Shepherd,,,shepherd.marc@principal.com,,List import
11136770,Inactive Investor,Brian Rhames,,"Farmers Financial Solutions, LLC Houston TX 3405 Edloe St",brhames@farmersagent.com,,Salesforce
11185918,Inactive Investor,Aleksandra Schumacher,,"Wells Fargo Clearing Services, LLC Land O'Lakes FL 17907 Aprile Dr",aleksandra.schumacher@wellsfargo.com,,Salesforce
10917697,Inactive Investor,Ray Avrett,Senior Managing Director,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",avrett.frank@principal.com,,Salesforce
10830517,Inactive Investor,Michael Clementi,,B. Riley Wealth Management Livingston NJ 615 W Mount Pleasant Ave,,,Salesforce
9639592,,William Brown,,,william.harris@harris.com,,List import
11096189,Inactive Investor,Kenneth Reed,,J.P. Morgan Securities LLC,kenneth.reed@jpmorgan.com,,Salesforce
10796545,Inactive Investor,Raymond Beloin,Financial Advisor,LPL Financial LLC West Hartford CT 65 Lasalle Rd,raymond.beloin@lpl.com,,Salesforce
10903097,Inactive Investor,Bryan Greenawalt,,Fidelity Brokerage Services LLC Cranberry Township PA 2060 Mackenzie Way,bryan.greenawalt@fidelity.com,,Salesforce
11158189,Inactive Investor,Daniel Ruster,,PFS Investments Inc. Zeeland MI 400 S State St,daniel.ruster@primerica.com,,Salesforce
11220092,,Lawrence Sisung,,,larry@sisung.com,,Other
9575485,,Victor Jong Jong,,,vjong@mail.com,,List import
11238083,Inactive Investor,TIFFANY TOBIAS,,Tcw Investment Management Company LLC,tiffany.tobias@tcw.com,,Salesforce
10961838,Inactive Investor,Jack Gray,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,jack.gray@jpmorgan.com,,Salesforce
10831858,Inactive Investor,Stephen Schor,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Eugene OR 975 Oak St",stephen.schor@rbc.com,,Salesforce
11053732,Inactive Investor,John Anderson,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",john.anderson@nm.com,,Salesforce
10795826,Inactive Investor,Daniel Kruse,Financial Advisor,"Ameriprise Financial Services, LLC West Union IA 115 S Vine St",daniel.j.kruse@ampf.com,,Salesforce
10783277,Inactive Investor,Mary Bigelow,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,mary.bigelow@fidelity.com,,Salesforce
217238,,Danielle Bibeault,,[Unknown],danielle.bibeault@gmail.com,,Organic Search
11111003,Inactive Investor,Stephanie Spies,Financial Advisor,"Modera Wealth Management, LLC",stephanies@moderawealth.com,,Salesforce
10846356,Inactive Investor,Orlando Molina,,MDX Wealth Management Fort Worth TX Private Residence,orlando@mdxwealth.com,,Salesforce
9565488,,ed simmons,,,esimmons@hightoweradvisors.com,,List import
9584972,,Robert Bartley,,,robertb@bartleyfinancial.com,,List import
10802986,Inactive Investor,Kathleen Becker,Financial Advisor;Relationship Associate,"Wells Fargo Clearing Services, LLC York PA 221 W Philadelphia St",kathy.becker@wellsfargoadvisors.com,,Salesforce
240502,,Burke Christopher,,Barclays,christopher.burke1@barclays.com,,Event
11130331,Inactive Investor,James Shea,Financial Advisor;First Vice President;Portfolio Manager;Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,james.shea@morganstanley.com,,Salesforce
10940177,Inactive Investor,Stuart Swanson,,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 4101 Lake Boone Trl",stuart.swanson@wellsfargoadvisors.com,,Salesforce
11090739,Inactive Investor,Randell Ogden,,"Cambridge Investment Research, Inc. Rochester NY 1882 Winton Rd S",,,Salesforce
10836638,Inactive Investor,Kevin Stevens,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1375 E Woodfield Rd",kevin.s.stevens@ampf.com,,Salesforce
11048256,Inactive Investor,Carl Eckelman,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",carl.eckelman@rbc.com,,Salesforce
10771695,Inactive Investor,Jeffrey Hohl,Financial Advisor;Relationship Manager,"Wells Fargo Clearing Services, LLC Blackwood NJ 3600 Rte 42",jeff.hohl@wellsfargo.com,,Salesforce
9575602,,Joshua Ecroyd,,,joshua.ecroyd@fidelity.com,,List import
11141134,Inactive Investor,Patrick Maloney,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Investment Management Consultant;Senior Vic,Morgan Stanley West Hartford CT 433 S Main St,patrick.maloney@morganstanley.com,,Salesforce
11168639,Inactive Investor,Julie Schmidt,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",julie.schmidt@nm.com,,Salesforce
11158964,Inactive Investor,Clark Lofthouse,,LPL Financial LLC Golden CO 14143 Denver West Pkwy,clark.lofthouse@lpl.com,,Salesforce
10861933,Inactive Investor,Kurt Markgraf,Financial Advisor,Wedbush Securities Inc. Scottsdale AZ 8655 E Via De Ventura,kurt.markgraf@wedbush.com,,Salesforce
163957,,Serhii Yefremov,,[Unknown],makimota9@gmail.com,,
199531,,Cesar Bibiano,,[Unknown],cesar.dbv@gmail.com,,Paid Social
10754644,Inactive Investor,Louise Harrison,,"American Portfolios Financial Services, Inc. Lake Worth FL Private Residence",lharrison@americanportfolios.com,,Salesforce
10973233,Inactive Investor,Caleb Holbrook,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11048752,Inactive Investor,Stephen Griner,Chief Compliance Officer;Chief Operating Officer;President,"Persium Advisors, LLC",sgriner@persiumgroup.com,,Salesforce
202473,,Larissa Bronisas,,[Unknown],lmbronisas@gmail.com,,source
9578828,,Henry Hernandez,,,hsquare99@yahoo.com,,List import
10777276,Inactive Investor,Cynthia Lucas,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",cynthia.l.celeste@ml.com,,Salesforce
10901007,Inactive Investor,Kristoffer Klingelhoeffer,Wealth Advisor,Exencial Wealth Advisors,kklingelhoeffer@exencialwealth.com,,Salesforce
11002312,Inactive Investor,Hammond Knox,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,hammond.knox@jpmorgan.com,,Salesforce
372116,,Lauren Kitt Carter,,United States,laurenkittcarter@protonmail.com,,Salesforce
9619154,,Michael Ebuna,,,mebuna@masterscapital.com,,List import
11015616,Inactive Investor,Andrew Simpson,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",andrew.simpson@prudential.com,,Salesforce
10750475,Inactive Investor,Viviana Carrasquillo Zavala,,"MML Investors Services, LLC San Juan 151 Calle Federico Costa",,,Salesforce
11238466,Inactive Investor,Ann Sachetta,,"Sachetta, LLC",asachetta@sachetta.com,,Salesforce
10767298,Inactive Investor,Cynthia Chapland,Financial Advisor,Morgan Stanley Poughkeepsie NY 2678 South Rd,cynthia.l.chapland@morganstanley.com,,Salesforce
9647597,,Mike Halper,,,mike@escientfinancial.com,,List import
246270,,Not Provided,reporter,Mother Jones,pema.levy@gmail.com,,Manual List Upload
11185835,Inactive Investor,Andrey Sotnik,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11202271,Inactive Investor,Nicholas Max,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nicholas_max@vanguard.com,,Salesforce
11138718,Inactive Investor,Richard Crist,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,rcrist@janney.com,,Salesforce
10785356,Inactive Investor,Robert Sanders,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,robert.sanders@fidelity.com,,Salesforce
9632895,,Paula Kay,,,mskpdimples@gmail.com,,List import
11083148,Inactive Investor,Shutong Chen,,Cetera Investment Services LLC Rowland Heights CA 1250 Fullerton Rd,,,Salesforce
10816598,Inactive Investor,Robert Fugate,Founder;Member;Wealth Planner,Blue Ridge Wealth Planners,bob@blueridgewealth.com,,Salesforce
10992437,Inactive Investor,Janie Lopez Rodriguez,Personal Banker,"Wells Fargo Clearing Services, LLC Austin TX 3601 Far West Blvd",,,Salesforce
11133560,Inactive Investor,Derek Drege,,"MML Investors Services, LLC Fargo ND 3186 Sienna Dr S",ddrege@financialguide.com,,Salesforce
11183534,Inactive Investor,Terrence Herr,Managing Partner,Herr Capital Management LLC,june@herrcapital.com,,Salesforce
10770262,Inactive Investor,Danya Early,Chief Strategic Officer,Vestwell Advisors LLC,danya.early@vestwell.com,,Salesforce
11182523,Inactive Investor,Jessica Tarantino,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",,,Salesforce
11117623,Inactive Investor,Lawrence Boxer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Valhalla NY 200 Summit Lake Dr",larry.r.boxer@ampf.com,,Salesforce
11028131,Inactive Investor,Larry Poole,Financial Advisor,Lincoln Investment Monroe NC Private Residence,lpoole@lincolninvestment.com,,Salesforce
11057320,Inactive Investor,Paul Evans,,PFS Investments Inc. Sugar Grove PA 12A Main St,paul.evans@primerica.com,,Salesforce
10891940,Inactive Investor,Zachary Hamm,Financial Advisor,"Raymond James & Associates, Inc. Chandler AZ 1490 S Price Rd",zack.hamm@raymondjames.com,,Salesforce
10758008,Inactive Investor,Lori Hansen,Investment Assistant;Sales Assistant,William Blair,lhansen@williamblair.com,,Salesforce
11111484,Inactive Investor,John Varadan,,J.P. Morgan Securities LLC,,,Salesforce
10893593,Inactive Investor,Destiney Constantatos,Wealth Management Banking Specialist;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",destiney.constantatos@ml.com,,Salesforce
10805070,Inactive Investor,Rock Tate,Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,rock.a.tate@morganstanley.com,,Salesforce
10841790,Inactive Investor,Chase Dapello,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",chase.dapello@wfafinet.com,,Salesforce
11035956,Inactive Investor,Dawn Wolfgram,Vice President,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",dawn.wolfgram@ampf.com,,Salesforce
11077238,Inactive Investor,Brandon Bertrand,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,brandon.bertrand.ky6a@statefarm.com,,Salesforce
10919244,Inactive Investor,Daniel Klein,Financial Planner;Wealth Manager,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",dklein@rfgadvisory.com,,Salesforce
10972577,Inactive Investor,Kevin Donahue,Private Wealth Management Specialist,William Blair,kdonahue@williamblair.com,,Salesforce
10611796,,Alan Cirulli,"Financial Advisor, Senior Vice President",,alan.cirulli@rbc.com,,List Import
33276,,Shanda Mahoney,,"MML Investors Services, LLC",shandamahoney@financialguide.com,704-557-9600,
225420,,Athanasios Stylianou,,[Unknown],astylianou@stylianoullc.com,,
11099827,Inactive Investor,Sean Fitzgibbon,Financial Advisor,Janney Montgomery Scott LLC Darien CT 800 Post Rd,sfitzgibbon@janney.com,,Salesforce
11121757,Inactive Investor,Stephen Crook,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10619323,,Debra Baker,,,debra.j.baker@morganstanley.com,,List Import
10839535,Inactive Investor,Wilbert Meyer,Financial Advisor,Edward Jones Saint Clair MO 885 N Commercial Ave,todd.meyer@edwardjones.com,,Salesforce
10896843,Inactive Investor,John Bordages,Financial Advisor;Second Vice President,Morgan Stanley Binghamton NY 50 Front St,john.f.bordages@morganstanley.com,,Salesforce
11083830,Inactive Investor,Frederick Arnold,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",brooks_arnold@ml.com,,Salesforce
10807995,Inactive Investor,Eric Landis,Investment Advisor Representative,LPL Financial LLC Lancaster PA 3008 Columbia Ave,eric.landis@lpl.com,,Salesforce
6293234,,paul juergensen,,,pauljuergensen@gmail.com,,Web Form Fillout
1947838,,Zarina Khatun,,,zarinakhatun82@gmail.com,,
11082393,Inactive Investor,Brian Kupfer,,BNY Mellon Securities Corporation Uniondale NY 144 Glenn Curtis Blvd,kupfer.b@dreyfus.com,,Salesforce
9607851,,Caio Monteiro,,,researchcx@gmail.com,,List import
10931538,Inactive Investor,Laura Barnard,Manager - Annuity and Settlement Option Services,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,laura.barnard@thrivent.com,,Salesforce
10946023,Inactive Investor,Clarissa Alesevich,Associate Wealth Manager,Schultz Financial Group Incorporated,calesevich@sfginc.com,,Salesforce
11143811,Inactive Investor,Elozor Preil,Financial Advisor;Financial Representative,Park Avenue Securities LLC Hackensack NJ 210 River St,elozor_preil@glic.com,,Salesforce
11222566,,Jung Min Chun,,,echun@firstrepublic.com,,List Import
9637885,,Drianne Benner,,,dbenner@ainvadvisors.com,,List import
11178752,Inactive Investor,Kimberly Neal,Financial Advisor;Vice President,"Wells Fargo Advisors Financial Network, LLC Metairie LA 433 Metairie Rd",kimberly.neal@wfafinet.com,,Salesforce
10811165,Inactive Investor,Bruce Bryant,,"FBL Marketing Services, LLC Red Oak IA 950 Senate Ave",bbryant@fbfs.com,,Salesforce
11114605,Inactive Investor,Diane Haneklau,,"VESTECH Securities, Inc.",dhaneklau@e-vestech.com,,Salesforce
10989542,Inactive Investor,Joshua Janak,,Robert W. Baird & Co. Incorporated Indianapolis IN 10 W Market St,jjanak@rwbaird.com,,Salesforce
346586,,Scott Rosenblum,"Investment Advisory, Client Relationship Manager","Chatham Investment Advisors, Llc",srosenblum@chathamfinancial.com,610-925-3120,Manual List Upload
11080978,Inactive Investor,Chase Puente,Client Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,,,Salesforce
9550711,,Harold Durbin,,,h.e.durbin@thrivent.com,,List import
10879339,Inactive Investor,Abdul Nawabi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10754921,Inactive Investor,William Stotz,Managing Director,Staley Capital Advisers Inc,stotz@staleycap.com,,Salesforce
10510722,,Sam Elphick,,S&P Global Market Intelligence,sam.elphick@spglobal.com,,List Import
9621243,,Luke Rossy,,,lrossy@gmail.com,,List import
10860209,Inactive Investor,Robert Jacobsen,Chief Compliance Officer;Director,"Assabet Advisors, LLC",rjacobsen@assabetadvisors.com,,Salesforce
11173616,Inactive Investor,Kevin Kunnari,Financial Advisor,Edward Jones Eden Prairie MN 8929 Aztec Dr,kevin.kunnari@edwardjones.com,,Salesforce
11238711,Inactive Investor,Allen Gentry,,Jarvis Financial,allen@jarvisfinancial.com,,Salesforce
10954990,Inactive Investor,Dylan Maclaren,Client Service Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
352964,,Erin Clark,Principal,Apollo,erinoclark@gmail.com,,Event
11111892,Inactive Investor,Vito Ruvolo,,"TIAA-CREF Individual & Institutional Services, LLC",vruvolo@tiaa.org,,Salesforce
5581654,,Harold SACKS,,Harold,sacksharold@gmail.com, +61405677461,Web form fillout
215675,,Giacomo Sanna,,[Unknown],geky.sanna@gmail.com,,source
9640853,,Jason Pulos,,,jason.pulos@acgnet.com,,List Import
9566074,,Austin Humphreys,,,austin_humphreys@hotmail.com,,List import
9633973,,Zachary Friedman,,,friez3455@yahoo.com,,List import
11130155,Inactive Investor,Andrew Coupe,,"Northern Trust Securities, Inc. Stamford CT 300 Atlantic St",andrew.coupe@northerntrust.com,,Salesforce
11096776,Inactive Investor,Jacob Goodbread,,"IFP Securities, LLC Cocoa Beach FL 1701 N Atlantic Ave",,,Salesforce
11239062,Inactive Investor,Richard Snow,,"Snow Capital Management, L.p.",richard@snowcm.com,,Salesforce
10777907,Inactive Investor,Clarice Bourgeois,,J.P. Morgan Securities LLC Mandeville LA 3500 Hwy 190,clarice.m.bourgeois@jpmorgan.com,,Salesforce
207681,,John Peta,,[Unknown],johnlpeta@yahoo.com,781 459 3253,Organic Search
9574429,,Gene Juang,,,gene.juang@gmail.com,,List import
9541747,,Miguel Alcivar,,,contactosalc@gmail.com,,List import
152849,,Nuno Santos,,[Unknown],nuno.leandro.santos@gmail.com,,Organic Search
10801601,Inactive Investor,Charles Finfgeld,,Commonwealth Financial Network Richmond VA 2800 Patterson Ave,cfinfgeld@commonwealth.com,,Salesforce
11131309,Inactive Investor,Michael Ross,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9583899,,James Virtue,Chief Executive Officer,MidOcean Credit Partners,tvirtue@midoceanpartners.com,,List import
11112614,Inactive Investor,Corbin Disney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,corbin.disney@fidelity.com,,Salesforce
11071219,Inactive Investor,Conrad Wyatt,,PNC Investments Easton PA 401 Town Center Blvd,conrad.wyatt@pnc.com,,Salesforce
10515613,,Teresa teredigm,,,teredigm@gmail.com,,Web Form Fillout
11135521,Inactive Investor,Sarah Ramirez,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,satrenchard@ft.newyorklife.com,,Salesforce
9564849,,Katherine Cerenzio,,,k.lynncerenzio@gmail.com,,List import
11013928,Inactive Investor,Bernardo Hernandez,,J.P. Morgan Securities LLC Alhambra CA 401 E Valley Blvd,bernardo.hernandez@jpmorgan.com,,Salesforce
11117720,Inactive Investor,Robert Woolums,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robert.woolums@fidelity.com,,Salesforce
10925194,Inactive Investor,Geoffrey Franken,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11173466,Inactive Investor,Leonard Frisbie,,LPL Financial LLC Denver CO 1873 S Bellaire St,leonard.frisbie@lpl.com,,Salesforce
9550774,,Marcus Jenkins,,,marcus.jenkins@transamerica.com,,List import
10819829,Inactive Investor,Maria Naylor,Regional Vice President,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,maria.naylor@primerica.com,,Salesforce
9595645,,Dave Deschamps,,,ddeschamps@bdfllc.com,,List import
11217911,,Phoebe Solms,,,phoebe.solms@jpmorgan.com,,List Import
10616753,,Cheryl Washington,,,cheryl_washington@ml.com,,List Import
11004366,Inactive Investor,Savannah Baker,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
10978207,Inactive Investor,Bryan Wiltfong,,Cetera Advisors LLC Columbia MO 2415 Carter Ln,,,Salesforce
10957616,Inactive Investor,John Callaway,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
10991098,Inactive Investor,Peter Merritt,,"Raymond James Financial Services, Inc. Pewaukee WI 1166 Quail Ct",peter.merritt@raymondjames.com,,Salesforce
10762899,Inactive Investor,Brian Beebe,Financial Advisor,PNC Investments Wadsworth OH 1052 High St,brian.beebe@pnc.com,,Salesforce
11101196,Inactive Investor,Nicholas Walker,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",nick.m.walker@nm.com,,Salesforce
9558011,,laka jina,,,uqsqyvybgiqrog@spacehotline.com,,List import
10772931,Inactive Investor,John Eckenrode,Financial Advisor,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,john.eckenrode@ubs.com,,Salesforce
11260327,Inactive Investor,Robert Williams,,"Raymond James Financial Services, Inc. Chesapeake VA 201 Volvo Pkwy",,,Salesforce
10756868,Inactive Investor,Cody Chen,Wealth Management Analyst,Morgan Stanley Seattle WA 601 Union St,cody.chen@ms.com,,Salesforce
9554892,,Luke Bingaman,,,lukebingaman2016@gmail.com,,List import
11067086,Inactive Investor,Curtis Farrell,,FMN Capital Corporation,cfarrell@fmncc.com,,Salesforce
10853911,Inactive Investor,Harvey Stein,,"IFP Securities, LLC Boca Raton FL 5550 Glades Rd",harvey.stein@ifpartners.com,,Salesforce
10942796,Inactive Investor,Willard Phillips,Financial Advisor,LPL Financial LLC Brunswick GA 1111 Glynco Pkwy,willard.phillips@lpl.com,,Salesforce
9623693,,BOBBY GILLIS,,,dynastywealth@outlook.com,,List import
9610282,,Abayomi Adekunle,,,abayomiadekunle401@gmail.com,,List import
9557623,,Abbe Large,,,alarge@massmutual.com,,List import
10765315,Inactive Investor,Gaynell Hunte,Resident Director Assistant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",gaynell.hunte@ml.com,,Salesforce
11118944,Inactive Investor,Elba Mondshine,,J.P. Morgan Securities LLC Houston TX 600 Travis St,elba.mondshine@jpmorgan.com,,Salesforce
9563685,,Paul Keeton,,,paul.keeton@prosperafinancial.com,,List import
10886801,Inactive Investor,Michael Frank,Financial Advisor,LPL Financial LLC Delavan WI Private Residence,michael.frank@lpl.com,,Salesforce
11030075,Inactive Investor,Suhail Patel,,"TastyTrade, Inc.",,,Salesforce
11176271,Inactive Investor,Sandra Myke,,PFS Investments Inc. Mount Vernon NY 235 W 1st St,smyke@primerica.com,,Salesforce
10801953,Inactive Investor,Jonathan Faber,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Coral Springs FL 2825 N University Dr,jonathan.faber@morganstanley.com,,Salesforce
11112588,Inactive Investor,Jonathan Luis,,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,jonathan.luis@ubs.com,,Salesforce
9645577,,Otis Moore,,,otismoore486@gmail.com,,List import
10793001,Inactive Investor,Jerred Crumley,Financial Advisor,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,jcrumley@rwbaird.com,,Salesforce
11138594,Inactive Investor,Jeffrey Nelson,Estate and Succession Planning Specialist,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",jeff.nelson@lfg.com,,Salesforce
10929384,Inactive Investor,Gay Smith,,LPL Financial LLC Tyler TX 108 Market Square Blvd,gay.smith@lpl.com,,Salesforce
9603293,,Annu Singh,,,singh.annu@hotmail.com,,List import
10764258,Inactive Investor,Gary Fogel,Financial Advisor;First Vice President,Morgan Stanley Canton OH 4455 Dressler Rd NW,gary.fogel@morganstanley.com,,Salesforce
10766611,Inactive Investor,Joseph Falk,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",jay.falk@nm.com,,Salesforce
9639616,,Brad Stark,,,bstark@missionwealth.com,,List Import
11070343,Inactive Investor,John Pickett,,"CapFinancial Securities, LLC. Dallas TX 5950 Sherry Ln",john.pickett@captrustadvisors.com,,Salesforce
11162978,Inactive Investor,Karl Lorenz,Financial Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,karl.lorenz@morganstanley.com,,Salesforce
10619858,,Mark Friese,,,mfriese@ameritas.com,,List Import
11035246,Inactive Investor,Joseph Munger,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eau Claire WI 3508 Oakwood Mall Dr",joseph_munger@ml.com,,Salesforce
10979258,Inactive Investor,Terrence Shaughnessy,,J.P. Morgan Securities LLC Washington MI 8555 26 Mile Rd,terrence.p.shaughnessy@chase.com,,Salesforce
10946589,Inactive Investor,John Thackeray,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,john.thackeray@fidelity.com,,Salesforce
11034929,Inactive Investor,Nicholas Green,,"Osaic Wealth, Inc. Hillsboro OR Private Residence",,,Salesforce
11283743,,Omar Omar,,,mrshble393@gmail.com,,Web Form Fillout
11162413,Inactive Investor,Michael Gorman,,"Vanderbilt Securities, LLC Summit NJ 441 Springfield Ave",mgorman@vanderbiltsecurities.com,,Salesforce
10967269,Inactive Investor,Jeremy Cohen,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",,,Salesforce
9644086,,johnny macintosh,,,nistajikka@yevme.com,,List import
10901573,Inactive Investor,Christian Villa,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",christian.villa@schwab.com,,Salesforce
9548857,,Deepak Ramji,,,deepak.ramji@gmail.com,,List import
10816696,Inactive Investor,Nameer Hanna,Financial Advisor,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,nameer.hanna@morganstanley.com,,Salesforce
11117971,Inactive Investor,Kevin Peasley,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
10807176,Inactive Investor,Jason Farrow,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jason.farrow@fidelity.com,,Salesforce
10836391,Inactive Investor,Cheryl McGown,,"Cambridge Investment Research, Inc. Farmington MI 28555 Orchard Lake Rd",,,Salesforce
212277,,Brendon WONG,,[Unknown],brendon.wong@v-smart.com.hk,,
10952590,Inactive Investor,Ashley Kinder,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11192377,Inactive Investor,Deanna Loepker,Branch Supervision,"Wells Fargo Advisors Financial Network, LLC Jerseyville IL Private Residence",,,Salesforce
10927528,Inactive Investor,Sara Sprague,,Fidelity Brokerage Services LLC,,,Salesforce
11040378,Inactive Investor,Gary Wunderlich,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",gary.wunderlich@bernstein.com,,Salesforce
9551393,,chloe murdoch,,,chloemurdochccm@gmail.com,,List import
11154671,Inactive Investor,Amit Battish,,Fidelity Brokerage Services LLC,,,Salesforce
7214304,,Rubel Hossain,,,mr4145632@gmail.com,,Web form fillout
9579544,,Charles Steege,,,chuck.steege@sfgadvisors.com,,List import
11289042,Inactive Investor,Paul Wedin,,"Sloy, Dahl & Holst, LLC",paulwedin@sdh-inc.com,503-248-9800,Salesforce
9561253,,N Assan,,,na@agcequity.com,,List import
11032280,Inactive Investor,Craig Morgan,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,craig.r.morgan@jpmorgan.com,,Salesforce
11104537,Inactive Investor,Andrea Patino Galindo,,"Charles Schwab & Co., Inc. Hingham MA 94 Derby St",andrea.patino@schwab.com,,Salesforce
10879843,Inactive Investor,Robert French,Director - Investment Analysis;Principal,McLean Asset Management Corp. McLean VA 8200 Greensboro Dr,bob.french@mcleanam.com,,Salesforce
10784630,Inactive Investor,Stephen Gadze,Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 399 Park Ave,stephen.gadze@morganstanley.com,,Salesforce
10977603,Inactive Investor,Annette Burrowes,,Cetera Investment Services LLC Fort Lauderdale FL 13450 W Sunrise Blvd,,,Salesforce
10834254,Inactive Investor,Mark Moskowitz,,Colorado Financial Service Corporation Ocean Ridge FL Private Residence,mark.moskowitz@coloradofsc.com,,Salesforce
10645988,,Michelle Galeski,,,michelle.galeski@aretewealth.com,,List Import
10831328,Inactive Investor,Brian Brecklin,,State Farm VP Management Corp. Milwaukee WI 2514 S 102nd St,brian.brecklin.nhpu@statefarm.com,,Salesforce
11205079,Inactive Investor,Daniel Mayes,,Cetera Advisors LLC San Diego CA 655 W Broadway,daniel.mayes@cetera.com,,Salesforce
11117931,Inactive Investor,Mark Peikin,,Joseph Gunnar & Co. LLC,,,Salesforce
11042114,Inactive Investor,Toni Robertson,Financial Advisor,Edward Jones Dillsburg PA 8 Tristan Dr,toni.robertson@edwardjones.com,,Salesforce
11073105,Inactive Investor,Maria Salguero,Private Client Investment Associate,J.P. Morgan Securities LLC Rosenberg TX 23910 Southwest Fwy,maria.salguero@jpmorgan.com,,Salesforce
9547138,,Charles Terry,,,charles.terry@securitiesamerica.com,,List import
11172651,Inactive Investor,Bernard Kavanagh,,"Stifel, Nicolaus & Company, Incorporated Baltimore MD 1 South St",,,Salesforce
11022923,Inactive Investor,Michael Graham,,"Raymond James & Associates, Inc.",,,Salesforce
11022912,Inactive Investor,Alexander Peterson-Cross,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,alex.cross.vaaj79@statefarm.com,,Salesforce
11068028,Inactive Investor,Earl Micklewright,Financial Advisor,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",earl.micklewright@wellsfargo.com,,Salesforce
10816532,Inactive Investor,Christopher Aufleger,Financial Advisor,"Ameriprise Financial Services, LLC Suwanee GA 3325 Paddock Pkwy",christopher.t.aufleger@ampf.com,,Salesforce
9545400,,Shanna Linton,,,kryptochik@usa.com,,List import
11203471,Inactive Investor,James Schimmelpfenning,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,james.schimmelpfenning@thrivent.com,,Salesforce
9568562,,Jennifer Jamerson-Scruggs,,,jennifer.jamerson-scruggs@valic.com,,List import
10875299,Inactive Investor,Nikos Dalton,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9623862,,Joe torres,,,jtee1961@gmail.com,,List import
11039281,Inactive Investor,Eric Ellisen,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,eric.ellisen@morganstanley.com,,Salesforce
11112974,Inactive Investor,Mark Giese,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Bismarck ND 400 E Broadway Ave",mark.j.giese@wellsfargo.com,,Salesforce
11082984,Inactive Investor,Robert Gavin,Investment Advisor,Commonwealth Financial Network Pittsford NY 1250 Pittsford Victor Rd,rgavin@commonwealth.com,,Salesforce
11100643,Inactive Investor,Iva Goodwin,,LPL Financial LLC Fresno CA 455 E Barstow Ave,iva.goodwin@lpl.com,,Salesforce
10905103,Inactive Investor,Roger Blaine,Financial Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 6111 Shallowford Rd",roger.e.blaine@ampf.com,,Salesforce
10789437,Inactive Investor,Jeffrey Haugse,Financial Advisor,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,jhaugse@commonwealth.com,,Salesforce
11036587,Inactive Investor,Sonam Lama,,"HighTower Securities, LLC New York NY 1 United Nations Plz",slama@hightoweradvisors.com,,Salesforce
10927187,Inactive Investor,Jaden Stefanski,,Fidelity Brokerage Services LLC,,,Salesforce
10867248,Inactive Investor,Julie Schuld-Kasala,,State Farm VP Management Corp. Bradley IL 116 S Kinzie Ave,,,Salesforce
10918878,Inactive Investor,Mark Holland,Chief Compliance Officer;Founder;Managing Member;President,Austerra Wealth Management LLC,mark@austerra.com,,Salesforce
11142273,Inactive Investor,Kathy Watson,,LPL Financial LLC Dallas TX 15660 Dallas Pkwy,kathy.watson@lpl.com,,Salesforce
11047821,Inactive Investor,Ryan Nichols,,"Allstate Financial Services, LLC Middletown DE 704 Ash Blvd",ryannichols@allstate.com,,Salesforce
9632426,,Reid Bernstein,,,reid@amerincap.com,,List import
10488918,,Sean Stephens,Client Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,sean.stephens81@yahoo.com,,List Import
9640272,,Thurman White,,,twhite@progressinvestment.com,,List import
10613501,,Alan Perlberg,"Financial Advisor, Senior Vice President - Wealth Management",,alan.perlberg@ubs.com,,List import
11219207,,Stephen Schliesser,,,schliessers@ceteranetworks.com,,Other
9605923,,Ryan Hoang,,,373nhoang01@gmail.com,,List import
10983845,Inactive Investor,Joseph Marks,,"FNBB Capital Markets, LLC",,,Salesforce
235735,, -,,[[Unknown]],bobsonconnect@gmail.com,,
10971361,Inactive Investor,Benjamin Warnock,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,benjamin.warnock@fidelity.com,,Salesforce
10560932,,Kevin Marsh,,,kmarsh1986@gmail.com,,Web Form Fillout
10950616,Inactive Investor,Michael Van Wyk,,"FBL Marketing Services, LLC Oskaloosa IA 214 N G St",michael.vanwyk@fblfinancial.com,,Salesforce
10850945,Inactive Investor,Eric Peterson,,Commonwealth Financial Network Springfield MO 1334 E Kingsley St,epeterson@cfnmail.com,,Salesforce
10898352,Inactive Investor,Adam Cooper,Manager,LPL Financial LLC San Diego CA 4707 Executive Dr,adam.cooper@lpl.com,,Salesforce
11132124,Inactive Investor,Nicholas Klena,Account Executive;Team Leader,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11050604,Inactive Investor,Robert Pitzer,,"Truist Investment Services, Inc. Bushnell FL 107 Bushnell Plz",robert.pitzer@truist.com,,Salesforce
10837564,Inactive Investor,Lawrence Lentz,,Stonex Securities Inc. Beavercreek OH Private Residence,,,Salesforce
345515,,Mark Gormley,Managing Member,"Lee Equity Partners, Llc",mgormley@leeequity.com,212-906-4900,Manual List Upload
10645356,,Vivek Chander,,,vivek.chander@tfaconnect.com,,List Import
10939207,Inactive Investor,Timothy McCormack,,Sigma Financial Corporation Grosse Pointe Park MI Private Residence,tmccormack@sigmarep.com,,Salesforce
10956207,Inactive Investor,Karen Terrell,,Cetera Advisors LLC Breckenridge CO 588 N Fuller Rd,karen.terrell@ceteraadvisors.com,,Salesforce
9609973,,Russell Artho,,,russartho@gmail.com,,List import
346595,,Stefanie Seidner,Controller,"Primus Capital Partners, Inc.",sseidner@primuscapital.com,440-684-7300,Manual List Upload
9616011,,Stepanus Jumidi,,,jumidibkl@yahoo.co.id,,List import
11190852,Inactive Investor,Christopher Butler,Senior Vice President,"Raymond James & Associates, Inc.",,,Salesforce
11059366,Inactive Investor,Matthew Bower,Chief Executive Officer;Chief Operating Officer;Chief Operations Officer;Managing Director;Regulatory Contact,"Clayton Financial Group, LLC",mbower@claytonfinancialgroup.com,,Salesforce
10891910,Inactive Investor,Marcus Gunawan,Vice President,"Packerland Brokerage Services, Inc. Rowland Heights CA 1661 Hanover Rd",marcus_gunawan@packerlandbrokerage.com,,Salesforce
10814709,Inactive Investor,Salvador Elizondo,Financial Advisor,"Osaic Wealth, Inc. Houston TX 18333 Egret Bay Blvd",,,Salesforce
9596147,,Sam Basu,,,basus1@wpunj.edu,,List import
10815568,Inactive Investor,David Marion,Partner,Santa Fe Advisors LLC,dmarion@santafeadvisorsllc.com,,Salesforce
10606471,,Brian Gaines,"Chief Compliance Officer, Limited Partner, Managing Member, Portfolio Manager","Springhouse Capital Management, LP",bgaines@springhousecapital.com,212-319-2570,
10777134,Inactive Investor,Leslie Zuckerman,,LPL Financial LLC Hollywood FL 4000 Hollywood Blvd,leslie.zuckerman@lpl.com,,Salesforce
10914551,Inactive Investor,Garrett Gibson,,"Wells Fargo Clearing Services, LLC Lincoln City OR 2300 NE Hwy 101",,,Salesforce
11205837,Inactive Investor,Howard Shapiro,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pompano Beach FL 7301 Wiles Rd",hshapiro@wfafinet.com,,Salesforce
9624581,,Zhucheng Fang,,,riverhillsfang@gmail.com,,List import
9559911,,Charles Venable,,,cvenable@financialguide.com,,List import
11095295,Inactive Investor,Eric Ashmont,Financial Advisor,Edward Jones Rockville MD 11200 Rockville Pike,eric.ashmont@edwardjones.com,,Salesforce
11050106,Inactive Investor,Samantha Fiedler,Registered Client Associate,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",samantha.fiedler@rbc.com,,Salesforce
11111569,Inactive Investor,Jacqueline Hunt,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",jacqui.hunt@ml.com,,Salesforce
11097795,Inactive Investor,Eric Davidson,,Aegis Capital Corp. Portland OR 1000 SW Broadway,edavidson@aegiscap.com,,Salesforce
11119013,Inactive Investor,David Townsend,,"Raymond James Financial Services, Inc. Tampa FL 5383 Primrose Lake Cir",david.townsend@raymondjames.com,,Salesforce
10865182,Inactive Investor,Anita Peschges,,"FBL Marketing Services, LLC Slayton MN 2524 Broadway Ave",anita.peschges@fbfs.com,,Salesforce
11063321,Inactive Investor,Michael Mays,,LPL Financial LLC San Diego CA 12348 High Bluff Dr,michael.mays@lpl.com,,Salesforce
231332,, -,,[[Unknown]],msfs@live.com.pt,,Organic Search
10753518,Inactive Investor,Gene Gunderson,Chief Compliance Officer;Director - Compliance;Senior Vice President,"Synovus Securities, Inc.",genegunderson@synovus.com,,Salesforce
10871510,Inactive Investor,Xige Zhang,,Citigroup Global Markets Inc.,,,Salesforce
10895637,Inactive Investor,Andrew Pesko,,"Northwestern Mutual Investment Services, LLC McHenry IL 5435 Bull Valley Rd",andrew.pesko@nm.com,,Salesforce
10920012,Inactive Investor,Lawrence Seiden,,Stonex Securities Inc. Myrtle Beach SC Private Residence,larry.seiden@saswealth.com,,Salesforce
11128185,Inactive Investor,Steven Siegel,,Cetera Financial Specialists LLC Wilmette IL 3330 Old Glenview Rd,steven.siegel@ceterafs.com,,Salesforce
10855033,Inactive Investor,Kenneth Jones,,"Cambridge Investment Research, Inc. Henrico VA 2550 Gaskins Rd",,,Salesforce
10812994,Inactive Investor,James Morton,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,james.morton@ubs.com,,Salesforce
11039913,Inactive Investor,Bradley Bennett,Investment Advisor;Owner,"Venture Financial Advisors, LLC",bbennett@dolphinworth.com,,Salesforce
10872881,Inactive Investor,Patricia Gall,Premier Banker,"Wells Fargo Clearing Services, LLC Torrance CA 21323 Hawthorne Blvd",patricia.gall@wellsfargoadvisors.com,,Salesforce
11180098,Inactive Investor,Susan Allan,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Conshohocken PA 20 Ash St",allans@stifel.com,,Salesforce
11087489,Inactive Investor,Boris Spasojevic,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,boris.spasojevic@fmr.com,,Salesforce
10825592,Inactive Investor,Nicole Weber,Financial Advisor,Edward Jones Monett MO 603 Dairy St,nicole.weber@edwardjones.com,,Salesforce
10989099,Inactive Investor,Jesus Espinoza Pacheco,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,jesus.espinoza-pacheco@jpmorgan.com,,Salesforce
11108612,Inactive Investor,Bryan Hopkins,,"Independent Financial Group, LLC Boise ID 877 W Main St",,,Salesforce
11095737,Inactive Investor,Brian Kenney,Chief Compliance Officer;Founder;Partner;Principal,AFG Fiduciary Services,,,Salesforce
10764091,Inactive Investor,Danielle Thibault,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD Private Residence",danielle.thibault@ml.com,,Salesforce
10791361,Inactive Investor,Byron Rettig,Wealth Consultant Partner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11006066,Inactive Investor,Corey Moore,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,,,Salesforce
10913717,Inactive Investor,Robert Harchick,,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",robert.harchick@raymondjames.com,,Salesforce
10882731,Inactive Investor,Scott Talbott,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",stalbott@financialguide.com,,Salesforce
9603436,,Domitius Eran Nerokou,,,dneros@gmail.com,,List import
9630124,,Martin Bascon,,,martin.bascon@alumni.ie.edu,,List import
10970490,Inactive Investor,Keaton Zavis,,Commonwealth Financial Network San Diego CA 600 W Broadway,kzavis@commonwealth.com,,Salesforce
11121629,Inactive Investor,Marcela Arimany,Client Service Associate,LPL Financial LLC Alexandria VA 228 S Washington St,marcela.arimany@lpl.com,,Salesforce
11139839,Inactive Investor,Neeraj Vasudev,,Citigroup Global Markets Inc.,neeraj.vasudev@citi.com,,Salesforce
11002459,Inactive Investor,Nathaniel Simmons,Financial Advisor,Thrivent Investment Management Inc. Columbia MO 3610 Buttonwood Dr,nate.simmons@thrivent.com,,Salesforce
10696430,,Robert Gallant,,PGIM,robert.gallant@pgim.com,,List Import
10863162,Inactive Investor,Van E Phipps,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11012844,Inactive Investor,Kelly Zito,Associate Planner,"Osaic FA, Inc. Rochester NY 200 Meridian Centre Blvd",,,Salesforce
11165275,Inactive Investor,Kyle Mccarthy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kyle.mccarthy@fmr.com,,Salesforce
236249,, -,,[[Unknown]],wdlash@sssnet.com,,
11003218,Inactive Investor,Eric Wiener,,"W&S Brokerage Services, Inc. Hollywood FL 3350 SW 148th Ave",eric.wiener@wslife.com,,Salesforce
10807058,Inactive Investor,Elijah Dornstreich,Financial Advisor;Managing Director,UBS Financial Services Inc. Philadelphia PA 1735 Market St,elijah.dornstreich@ubs.com,,Salesforce
153982,,Sam Sides,,[Unknown],samyblueshorts@hotmail.com,,
10816969,Inactive Investor,Patricia Dietz,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",patricia.dietz@wellsfargoadvisors.com,,Salesforce
11187233,Inactive Investor,Damien Ocampo,,State Farm VP Management Corp. Socorro NM 830 N California St,damien.ocampo.d91q@statefarm.com,,Salesforce
9610791,,Leran Chen,,,chenlr2014@foxmail.com,,List import
9603481,,Aaron Koc-Homes,,,aaronhomes6@gmail.com,,List import
9620523,,Nawaf Hanbazaza,,,hanbazaza@gmail.com,,List import
152840,,Sven Schepers,,[Unknown],sven.schepers@gmail.com,,Organic Search
11255227,Inactive Investor,Michael Perry,Investment Advisor Representative,Sims Investment Management LLC,michael@simsinvestment.com,,Salesforce
9612439,,Terry Tian,,,terry.tian@oberweis.net,,List import
11090574,Inactive Investor,David Sailer,,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,david.r.sailer@jpmorgan.com,,Salesforce
10841008,Inactive Investor,Gregory Bell,Vice President,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",greg.bell@raymondjames.com,,Salesforce
9609884,,Edward Bowen,,,tbowen@hightoweradvisors.com,,List import
11219494,,Erik Ojala,,,eojala@calamos.com,,Other
10889261,Inactive Investor,Richard Brocker,,"Osaic Wealth, Inc. Woodstock GA Private Residence",richard.brocker@osaicwealth.com,,Salesforce
11042445,Inactive Investor,Amanda Reese,Manager;Vice President,J.P. Morgan Securities LLC Buckhannon WV 32 E Main St,,,Salesforce
6170191,,naa raa,,,panhanara@gmail.com,,Web Form Fillout
198910,,William Thompson,,[Unknown],newcareers@bellsouth.net,,
9548281,,Verengai Mabika,,,mabika@isoc.org,,List import
10893952,Inactive Investor,Gregory Hanson,Financial Advisor,"Ameriprise Financial Services, LLC Lewisville TX 2681 Macarthur Blvd",greg.hanson@ampf.com,,Salesforce
10944503,Inactive Investor,Brian Collard,Financial Advisor;Partner,"Stifel Independent Advisors, LLC Salt Lake City UT 1240 E 2100 S",collardb@stifelindependence.com,,Salesforce
9591521,,David Scandiffio,,,david.scandiffio@cibc.ca,,List import
244822,,Patrick Ikhifa,Strategic Client Architect,"MuleSoft, Inc",patrick.ikhifa@mulesoft.com,13106588960,Manual List Upload
10882780,Inactive Investor,Angelina Bellochio,Finance Director,"3Sisters Sustainable Management, Inc",bellochio@3sistersinvest.com,,Salesforce
10824267,Inactive Investor,Jennifer Nash,Financial Advisor,"Ameriprise Financial Services, LLC Tallahassee FL 1382A Timberlane Rd",jenny.t.nash@ampf.com,,Salesforce
10846091,Inactive Investor,Lawrence Ansehl,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 5438 N Hamilton Rd",lawrence.ansehl@ml.com,,Salesforce
10970939,Inactive Investor,Christopher Maynard,Financial Advisor,LPL Financial LLC Bridgewater MA 75 Main St,chris.maynard@lpl.com,,Salesforce
11233567,Inactive Investor,James O'Brien,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
8481122,,Robert Daniel,Financial Advisor,Raymond James,robert.daniel@raymondjames.com,19013149278,List Import
11018995,Inactive Investor,Cody Walton,,Country Capital Management Company West Fargo ND 3275 Oak Ridge Loop E,,,Salesforce
11018676,Inactive Investor,Ellen Crabtree,,LPL Financial LLC Crystal Lake IL 5545 Northwest Hwy,ellen.crabtree@lpl.com,,Salesforce
11084511,Inactive Investor,Lauren Mlady,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",lauren.akins@ml.com,,Salesforce
10948061,Inactive Investor,Nathaniel Nieri,Chief Compliance Officer;Financial Advisor;Founder,Modern Money Management LLC,nate@modernmoneymanagement.com,,Salesforce
11046986,Inactive Investor,Douglas Degroote,Managing Director;Managing Member,"De Groote Financial Group, LLC",doug@degrootefinancial.com,,Salesforce
11022754,Inactive Investor,John Birch,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",john.birch@ml.com,,Salesforce
10926469,Inactive Investor,Sam Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11204637,Inactive Investor,Ryan Barnes,Financial Advisor,"Barnes Pettey Financial Advisors, LLC Jackson MS 4500 IH 55 N",,,Salesforce
10782705,Inactive Investor,Stephen Coma,,Hilltop Securities Inc. Charlotte NC 6100 Fairview Rd,,,Salesforce
11063155,Inactive Investor,Benjamin Kebbekus,Director - Research;Portfolio Manager;Principal;Regulatory Contact;Vice President,"Oarsman Capital, Inc",bkebbekus@oarsman.net,,Salesforce
10954208,Inactive Investor,Nicole Ubillus,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10910704,Inactive Investor,Michael Rabe,Executive Managing Director;Managing Member;Regulatory Contact,Rabe Investment Consulting Group,michael.rabe@rabeicg.com,,Salesforce
11196023,Inactive Investor,Mark Karnes,Investment Advisor Representative,Integrated Wealth Concepts LLC Warwick RI 2845 Post Rd,,,Salesforce
184326,,Ronald Lyke,,"Hightower Advisors, Llc",rlyke@hightoweradvisors.com,,
11150371,Inactive Investor,Jacob Hollifield,Personal Banker,"Fifth Third Securities, Inc. Raleigh NC 7541 Creedmoor Rd",jacob.hollifield@53.com,,Salesforce
9637627,,Matthew Burke,,,mburke@sbcapitalmanagement.com,,List import
11027897,Inactive Investor,Jessica Herrera,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,jessica.herrera@jpmorgan.com,,Salesforce
11212474,Inactive Investor,Michael Lucas,,J.P. Morgan Securities LLC Denver CO 1200 17th St,,,Salesforce
10998221,Inactive Investor,Brian Bridges,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,brian.bridges@primerica.com,,Salesforce
10885360,Inactive Investor,Carson Pace,Client Service Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,carson.pace@morganstanley.com,,Salesforce
10998226,Inactive Investor,Timothy Stevenson,,The Huntington Investment Company,timothy.stevenson@huntington.com,,Salesforce
9559529,,Nicholas Janezic,,,njanezic23@gmail.com,,List import
10656130,,Jonathan Cagle,,,jcagle@financialguide.com,,List import
371464,,Jason Wendorf,,JW Consulting,jwconsultingservices@outlook.com,4143225019,Google Ad
9558188,,I ketut Putra,,,putraiketut717@gmail.com,,List import
9624922,,Shaun Park,,,s.shaun.park@gmail.com,,List import
10861813,Inactive Investor,Aymer Callejas,Private Client Manager;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",aymer.callejas@ml.com,,Salesforce
10861763,Inactive Investor,Trevor Bulman,Financial Advisor,Edward Jones Corvallis OR 1803 NW Kings Blvd,trevor.bulman@edwardjones.com,,Salesforce
11011525,Inactive Investor,Joseph Jones,,"Brokers International Financial Services, LLC. Claremore OK Private Residence",jjones@brokersifs.com,,Salesforce
11198969,Inactive Investor,James Dehority,Financial Advisor;Tax Specialist,TD Capital Management LLC,,,Salesforce
10918474,Inactive Investor,Gary Anello,,"Wells Fargo Advisors Financial Network, LLC Conshohocken PA 1 Fayette St",gary.anello@wellsfargoadvisors.com,,Salesforce
10921967,Inactive Investor,Abdul-Majid Hasan,Chief Compliance Officer;Managing Member;Managing Partner,"Rock One Advisors, LLC",,,Salesforce
9626535,,Merrill Miller,,,mmiller@fieldservicesco.com,,List import
9541693,,Miguel DaPonte,,,mdaponte@clarienbank.com,,List import
9575304,,Kristian Nammack,,,narvnamm@gmail.com,,List import
10362398,,David Robert,,,cryomaryjoe@gmail.com,,Web form fillout
10951785,Inactive Investor,Craig Ward,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. San Diego CA 4747 Executive Dr",craig.ward@usbank.com,,Salesforce
10797829,Inactive Investor,Eban Barnett,Financial Advisor;Vice President - Investments,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,eban.barnett@morganstanley.com,,Salesforce
10912947,Inactive Investor,Ricardo Ventura,Private Client Advisor,J.P. Morgan Securities LLC Poughkeepsie NY 285 Main St,ricardo.a.ventura@chase.com,,Salesforce
9625333,,Tinglu Xu,,,tianjinxtl@gmail.com,,List import
10896554,Inactive Investor,Sandra Gonzalez,Sales Associate,PFS Investments Inc. Tarrytown NY 303 S Broadway,sandra.gonzalez@primerica.com,,Salesforce
11170620,Inactive Investor,Brent Anderson,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,brent.anderson@fidelity.com,,Salesforce
10808140,Inactive Investor,Jeffrey Haller,Investment Advisor Representative,"Equity Services, Inc. Topsham ME Private Residence",haller_jeffrey@nlvmail.com,,Salesforce
346315,,Stephanie Pao,Senior Associate,"Webster Equity Partners, Llc",spao@webstercapital.com,781-419-1515,Manual List Upload
11006686,Inactive Investor,Julia Muller,,State Farm VP Management Corp. Palm Beach Gardens FL 10625 N Military Trl,,,Salesforce
11002220,Inactive Investor,Amanda Gulasy,,"Ameriprise Financial Services, LLC Fairfield OH 3174 Mack Rd",,,Salesforce
11185412,Inactive Investor,David Haas,Financial Advisor,"Wells Fargo Clearing Services, LLC Tacoma WA 1201 Pacific Ave",david.haas@wellsfargoadvisors.com,,Salesforce
10985366,Inactive Investor,Jacqueline Thompson,,PFS Investments Inc. Artesia CA 18732 Corby Ave,jthompson@primerica.com,,Salesforce
10486746,,Wallace Williams,First Vice President - Investments,"Raymond James & Associates, Inc.",wally.williams@raymondjames.com,,List Import
10769558,Inactive Investor,Charles Diker,Chairman;Chief Executive Officer;Managing General Partner;Managing Member,Diker Management LLC,,,Salesforce
11220270,,Rafael Ageyev,,,rafael_ageyev@vanguard.com,,Other
11112530,Inactive Investor,Edward Moyer,,LPL Financial LLC Shamokin Dam PA 3054 N Susquehanna Trl,e.moyer@lpl.com,,Salesforce
11080129,Inactive Investor,Ryan Hodges,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10805838,Inactive Investor,Kristoffer Marshall,Private Wealth Business Development Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",kristoffer.marshall@ml.com,,Salesforce
11096654,Inactive Investor,Marc Demain,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,marc.demain@fidelity.com,,Salesforce
181142,,Ben Hoxie,,[Unknown],ben.hoxie@vectr.co,,
11095279,Inactive Investor,Siddharth Soni,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,siddharth.soni@jpmorgan.com,,Salesforce
10611654,,Michael Taylor,"Associate Vice President, Financial Advisor",,michael.taylor@wellsfargoadvisors.com,,List Import
11125644,Inactive Investor,Killian Tobin,,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,killian.tobin@thrivent.com,,Salesforce
10945268,Inactive Investor,William Moore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10904911,Inactive Investor,Martin Negron,,Morgan Stanley New York NY 1585 Broadway,martin.negron@morganstanley.com,,Salesforce
11136302,Inactive Investor,M McKitrick,Financial Advisor,Edward Jones Lafayette IN 1221 S Creasy Ln,jeremy.mckitrick@edwardjones.com,,Salesforce
10648301,,Daniel Kozlowski,,,dk@plaisancecapital.com,,List Import
10966122,Inactive Investor,Noel Silker,Advisor,"JNBA Financial Advisors, LLC",noel.silker@jnba.com,,Salesforce
9626496,,Joel Rathbun,,,jdrath22@gmail.com,,List import
10772891,Inactive Investor,Darlene Roepoundstone,Financial Advisor,LPL Financial LLC Morris IL 1802 N Division St,d.roepoundstone@lpl.com,,Salesforce
11007973,Inactive Investor,John Osborn,,"Cambridge Investment Research, Inc. Houston TX 1710 State St",,,Salesforce
11175957,Inactive Investor,Robert Morgenthaler,Financial Advisor,Thrivent Investment Management Inc. Tulsa OK 2448 E 81st St,robert.morgenthaler@thrivent.com,,Salesforce
9540740,,Daniel Ferreira,,,daniel.ferreira@tudor.com,,List Import
10954941,Inactive Investor,Blake Harris,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,blake.harris@jpmorgan.com,,Salesforce
9647930,,Phil Caughran,,CAUGHRAN ASSOCIATES LLC,pmcaughran@aol.com,,List import
10791080,Inactive Investor,Cheryl Smithers,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",cheryl.smithers@schwab.com,,Salesforce
10901375,Inactive Investor,Deanna Heldenbrand,Financial Advisor,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,deanna.l.heldenbrand@jpmorgan.com,,Salesforce
11254670,Inactive Investor,Sierra Destefano,,"Private Client Services, LLC Silverdale PA 163 E Main St",,,Salesforce
11041359,Inactive Investor,Jay Oldham,,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",jay.oldham@raymondjames.com,,Salesforce
11046097,Inactive Investor,Michael Shamburger,Director - Wealth Management,Cutler Investment Group Anchorage AK 3601 C St,michael@cutler.com,,Salesforce
11187583,Inactive Investor,Peggy Hartsell,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",phartsell@cartyco.com,,Salesforce
9631189,,david wu,,,itsdavidwu@gmail.com,,List import
346385,,Michael Noon,Vice President,Connors Investor Services Inc,mnoon@connorsinvestor.com,610-376-7418,Manual List Upload
11044006,Inactive Investor,Robert Giles,Wealth Advisor,Wealth Advisors of Tampa Bay,fenngiles3@wealthadvtb.com,,Salesforce
11057977,Inactive Investor,Sean McCabe,,"Osaic Wealth, Inc. Yuba City CA 855 Harter Pkwy",,,Salesforce
11073670,Inactive Investor,George Gill,Branch Manager,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,keener.gill@morganstanley.com,,Salesforce
10869864,Inactive Investor,Michael Johnson,Co-Founder;Managing Member;Owner;President;Regulatory Contact,"Alchemi Wealth, LLC",michael.johnson@alchemiwealth.com,,Salesforce
10979760,Inactive Investor,Ashley Serra,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",ashley.allen@gwrs.com,,Salesforce
9546560,,Thomas Winkelmann,,,thomas.winkelmann@transamerica.com,,List import
10929883,Inactive Investor,Curtis Wright,,Cetera Advisor Networks LLC Smyrna GA 3020 Highlands Pkwy SE,,,Salesforce
10646427,,Judi Rana,,,judi.rana@rbc.com,,List Import
10878091,Inactive Investor,Jeffrey Pih,Chief Compliance Officer;Managing Member;Managing Principal;President,"PIH Investments, LLC",jeff@pihinvestments.com,,Salesforce
351209,,Elsa Guenther,Executive Assistant,Novem Group,eguenther@novemgroup.co,585-348-9525,Manual List Upload
11167827,Inactive Investor,Jill Dickerson,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,,,Salesforce
11080646,Inactive Investor,Molly Hughes,,"Equitable Advisors, LLC Ottawa IL 601 E Etna Rd",molly.hughes@equitable.com,,Salesforce
11192609,Inactive Investor,Ashley Thompson,Financial Advisor,"Benedict Financial Advisors, Inc.",ashley@benedictfinancial.com,,Salesforce
10843146,Inactive Investor,Jeannine Edmonds,,LPL Financial LLC Shawnee KS 6428 Vista Dr,jeannine.edmonds@lpl.com,,Salesforce
11112541,Inactive Investor,Jeffrey Welp,,USA Financial Securities LLC North Mankato MN 360 Pierce Ave,,,Salesforce
9541685,,minsu lee,,,lms1988@naver.com,,List import
10852385,Inactive Investor,Robert Draper,Chief Compliance Officer;Managing Member,"Draper Asset Management, LLC",rdraper3@draperassetmanagement.com,,Salesforce
11151746,Inactive Investor,Justin Nemechek,Financial Advisor;Wealth Advisor,LPL Financial LLC Leawood KS 11201 Nall Ave,justin.nemechek@lpl.com,,Salesforce
11012788,Inactive Investor,Robert Frarey,,PFS Investments Inc. Lansing MI 428 S Creyts Rd,robert.frarey@primerica.com,,Salesforce
9621404,,m b,,,m.bassi@hotmail.com,,List import
229561,, -,,[[Unknown]],kbortel0@gmail.com,,Direct
10901693,Inactive Investor,Michael Lynch,Chief Financial Officer;Chief Investment Officer;Executive Vice President,West Chester Capital Advisors Inc,,,Salesforce
235211,, -,,[[Unknown]],tristan.chinafilmadvisory@gmail.com,,
9543086,,Suhrob Dodoev,,,kingssuhrob1991@gmail.com,,List import
10909051,Inactive Investor,Laryssa Freeman,Chief Compliance Officer;Financial Planner;Founder,Meritage Wealth Management,laryssa.freeman@meritagewm.com,,Salesforce
11071343,Inactive Investor,Robert Bensman,,"Kestra Investment Services, LLC Deerfield IL 2333 Waukegan Rd",,,Salesforce
10798524,Inactive Investor,Luke Tannariello,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,luke.tannariello@fidelity.com,,Salesforce
10908638,Inactive Investor,Lynn Irvin,,"Intercarolina Financial Services, Inc.",frank.irvin@intercarolina.net,,Salesforce
11117467,Inactive Investor,Kia Conwell,Regional Vice President,PFS Investments Inc. Austin TX 10713 N Fm 620,kia.conwell@primerica.com,,Salesforce
10619114,,Bruce Marcus,,,bruce.marcus@morganstanley.com,,List Import
10802202,Inactive Investor,Brian Mariash,Senior Vice President - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,brian.mariash@ubs.com,,Salesforce
1002771,Inactive Investor,Chuck Stetson,CEO,Stetson Family Office,chuck@stetsonfamilyoffice.com, +1 212 750 2933,
11134662,Inactive Investor,Benjamin Moritz,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,bmoritz@primerica.com,,Salesforce
11034001,Inactive Investor,Austin Kast,Financial Planner;Portfolio Manager,"Ameriprise Financial Services, LLC Madison WI 7617 Mineral Point Rd",austin.kast@ampf.com,,Salesforce
10957149,Inactive Investor,Hillary Kent,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
10752338,Inactive Investor,Pete Pallone,,"Parkland Securities, LLC Herber Springs AR Private Residence",ppallone@parklandrep.com,,Salesforce
11128559,Inactive Investor,Scott Swift,Managing Director;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",scott_k_swift@ml.com,,Salesforce
10930932,Inactive Investor,Jeffrey Portman,Financial Advisor;Managing Partner,LPL Financial LLC Saint Louis MO 11960 Westline Industrial Dr,jeffrey.portman@lpl.com,,Salesforce
10793990,Inactive Investor,Jonathan Tudor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",jonathan.tudor@ml.com,,Salesforce
10867802,Inactive Investor,Steven Freking,,Cetera Advisor Networks LLC West Des Moines IA Private Residence,,,Salesforce
10911160,Inactive Investor,Joshua McCarthy,,NYLIFE Securities LLC Buffalo NY 6700 Main St,jtmccarthy@ft.newyorklife.com,,Salesforce
346981,,Mathew Bacon,Chief Financial Officer,Hogantaylor Wealth,mbacon@hogantaylor.com,918-388-2690,Manual List Upload
9584923,,Robert Baltzell,,,robert@rlbfinancial.com,,List import
10960275,Inactive Investor,Damon Manning,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",damon.manning@tiaa.org,,Salesforce
10889068,Inactive Investor,Brian Ralph,,"Allstate Financial Services, LLC Grove City PA 218 Oak St",brianralph@allstate.com,,Salesforce
11033208,Inactive Investor,Gina Pafundi,Operations Manager,LPL Financial LLC Longview WA 1516 Hudson St,gina.pafundi@lpl.com,,Salesforce
160464,,Bob Dylan,,[Unknown],bob@live.fr,,Paid Social
9577374,,David Cushing,,,dave.cushing@voya.com,,List import
11133169,Inactive Investor,Robert Beylickjian,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",robert.beylickjian@ml.com,,Salesforce
11164019,Inactive Investor,Garrett Duchesne,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
10902425,Inactive Investor,Alec Maraio,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",alec.maraio@ml.com,,Salesforce
10898711,Inactive Investor,Elysia Bui,Client Service Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,elysia.bui@ubs.com,,Salesforce
10843786,Inactive Investor,Benjamin Petrilli,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",ben.petrilli@wellsfargoadvisors.com,,Salesforce
10899010,Inactive Investor,Elson Christian,Financial Advisor,"NewEdge Securities, Inc. Tampa FL 711 S Howard Ave",chip.christian@wellsfargoadvisors.com,,Salesforce
209007,,jamal sabir,,[Unknown],jamsabir@gmail.com,,Organic Search
10979022,Inactive Investor,Robert Kimble,,"Pruco Securities, LLC. Fairmont WV 11 Middletown Rd",robert.kimble@prudential.com,,Salesforce
10854978,Inactive Investor,Carl Centofanti,,Cetera Investment Services LLC Independence OH 4807 Rockside Rd,,,Salesforce
11201187,Inactive Investor,Katherine Mercer,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;President,"Ferris Wheel Finance, Inc.",kate@ferriswheelfinance.com,,Salesforce
190531,,Colby Johnson,,Martin Investors LLC,colby@martininvestors.com,786-256-2056,
11296982,Inactive Investor,Andrew Bray,,"Compass Financial, LLC",andrew.bray@marshmma.com,760-522-1240,Salesforce
10832984,Inactive Investor,Tina Mills,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",millst@stifel.com,,Salesforce
243689,,Danny Duong,Founding Partner,Cross Ocean Ventures,danny@crossoceanventures.com,19178337209,Manual List Upload
10991224,Inactive Investor,Guo Tang,Founder;Investment Advisor Representative;Managing Director,New York Ivy Capital Management LLC,robtang@nyivycapital.com,,Salesforce
10795229,Inactive Investor,Sheila Dobbins,Senior Client Associate,"Wells Fargo Clearing Services, LLC Shelby NC 1610 E Marion St",sheila.dobbins@wellsfargoadvisors.com,,Salesforce
10934699,Inactive Investor,Juan Diaz,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",juan.diaz@cunamutual.com,,Salesforce
10762235,Inactive Investor,David Burlin,First Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",david_burlin@ml.com,,Salesforce
10488085,,Matthew Middleton,,Advisor Resource Council,matthew.middleton@lpl.com,,List Import
11050730,Inactive Investor,Gabriela Dulanto Izquierdo,,J.P. Morgan Securities LLC Sarasota FL 8373 Lockwood Ridge Rd,gabriela.dulanto-izquierdo@jpmorgan.com,,Salesforce
10827438,Inactive Investor,Karen White,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",karen_r_white@ml.com,,Salesforce
9638794,,Philip Griffin,,,philipg@smu.edu,,List import
10950101,Inactive Investor,Mina Akladious,,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",,,Salesforce
10977516,Inactive Investor,Austin Smith,,J.P. Morgan Securities LLC Middletown NY 440 Rte 211 E,austin.w.smith@chase.com,,Salesforce
11003660,Inactive Investor,Martin Bublitz,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative,Cornerstone Alternatives,martin@cornerstonealternatives.com,,Salesforce
10785612,Inactive Investor,Fabrizio Argueta,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,fabrizio.argueta@fidelity.com,,Salesforce
10874565,Inactive Investor,Sean Donnelly,Financial Advisor;Vice President;Wealth Advisor,J.P. Morgan Securities LLC Morristown NJ 225 South St,sean.donnelly@jpmorgan.com,,Salesforce
10925315,Inactive Investor,Owen Yamamura,,Cetera Advisors LLC Honolulu HI 1003 Bishop St,,,Salesforce
9567327,,Sangwoo Park,,,me337@naver.com,,List import
9555210,,Arnout Eikeboom,,,eikeboom@alphasimplex.com,,List import
10908134,Inactive Investor,Selwyn Herson,Chairman,"Cruden Bay Investment Management, LLC",sherson@cbayinvestments.com,,Salesforce
11050164,Inactive Investor,Jessica Flowers,,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,,,Salesforce
11165885,Inactive Investor,Carrie Harth,Registered Administrative Associate,LPL Financial LLC Largo FL 12651 Walsingham Rd,carrie.harth@lpl.com,,Salesforce
10953713,Inactive Investor,Allison Crane,,Fidelity Brokerage Services LLC,,,Salesforce
11169238,Inactive Investor,Aaron Wirohusodo,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",aaron.wirohusodo@prudential.com,,Salesforce
10782999,Inactive Investor,Joan Mason,Financial Advisor;Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley Dallas TX 2121 N Pearl St,joan.mason@morganstanley.com,,Salesforce
242684,,Lambertus KROES,President,Highlander B.V. tradename CIC Corporate Integration Consultants,l.p.kroes@cic-info.com,(049) 753-0244,Database Upload
11100557,Inactive Investor,Viktoriya Scott,Registered Client Associate,Morgan Stanley New York NY 1 Penn Plz,viktoriya.scott@morganstanley.com,,Salesforce
10793691,Inactive Investor,Andrew King,Investment Advisor;Owner,"Coordinated Capital Securities, Inc. Verona WI 958 Liberty Dr",,,Salesforce
10769432,Inactive Investor,Benedicto Crisologo,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",ben.crisologo@ml.com,,Salesforce
205070,,Joseph Michael,,BPM,jmichael9@gmail.com,3237027633,
197474,,Thomas Goodwin,,F L Putnam Investment Management Co.,tgoodwin@flputnam.com,541.469.4080,
10859406,Inactive Investor,Pournima Singh,,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",pournima.singh@raymondjames.com,,Salesforce
10915981,Inactive Investor,Christopher Boyle,Chief Operating Officer,Nordwand Advisors,cboyle@nordwandcapital.com,,Salesforce
235705,, -,,[[Unknown]],alessiovinassa@protonmail.com,,
10780485,Inactive Investor,John Ringgenberg,Financial Advisor;Portfolio Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Sonoma CA 480 W Napa St",john.ringgenberg@wellsfargo.com,,Salesforce
11112367,Inactive Investor,David Weiss,,Wedbush Securities Inc.,david.weiss@wedbush.com,,Salesforce
11216850,,Nathan White,,,nathan.white@edwardjones.com,,List Import
9542849,,sophia brodsky,,,sophiabrodsky@gmail.com,,List import
9622064,,Anja Verhees,,,duchessdigitalgold@gmail.com,,List import
11044347,Inactive Investor,Zakary Brite,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11059239,Inactive Investor,John Fahnestock,,Q3 Asset Management Corporation Eagle ID Private Residence,jfahnestock@q3tactical.com,,Salesforce
10927519,Inactive Investor,Clarence Gay,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11134754,Inactive Investor,Robert Floyd,,"Pruco Securities, LLC. Lenoir NC 222 Harper Ave NW",bob.floyd@prudential.com,,Salesforce
10826359,Inactive Investor,Peyton Riley,Regulatory Contact;Vice President;Wealth Advisor,"Dyche Wealth Management, Inc",peyton@dychewm.com,,Salesforce
9625495,,Karthikeyan Anbalagan,,,dearkarthik@gmail.com,,List import
371955,,nasser abuhaimed,,Saudi Arabia,ccggtt@gmail.com,,Salesforce
10977172,Inactive Investor,Alexander Mishler,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11050177,Inactive Investor,Scott Morrison,,"Osaic Wealth, Inc. East Lansing MI 1504 E Grand River Ave",,,Salesforce
9559779,,Timothy Demeritt,,,timothy.demeritt@ifpadvisor.com,,List import
11104080,Inactive Investor,Mir Iman Tavakoli,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",mir.i.tavakoli@wellsfargo.com,,Salesforce
10913673,Inactive Investor,Tyler Deaver,Wealth Planning Associate,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,tyler.deaver@ubs.com,,Salesforce
352950,,Valentina Misi,Student,University of Oxford,valentina.misiv@gmail.com,,Event
10898779,Inactive Investor,William Mundy,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Insurance Planning Director;Lending Specialist;Senio,Morgan Stanley Berwyn PA 899 Cassatt Rd,william.mundy@morganstanley.com,,Salesforce
11139685,Inactive Investor,Josh Miller,Financial Advisor,"Ameriprise Financial Services, LLC Greensburg IN 121 E Main St",,,Salesforce
373322,,Tsu-Hon Wang,,[Unknown],tsuronin@yahoo.com,,source
10991011,Inactive Investor,Verna Morgan,,NYLIFE Securities LLC Alpharetta GA Private Residence,vmorgan@ft.newyorklife.com,,Salesforce
10763936,Inactive Investor,Louis Romano,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,louis.m.romano@jpmorgan.com,,Salesforce
10789754,Inactive Investor,Deidre Thomas,,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,,,Salesforce
9576373,,David Ix,,,dix@brinkercapital.com,,List import
10777058,Inactive Investor,Philip Sementilli,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",philip.sementilli@ml.com,,Salesforce
10881606,Inactive Investor,Chant'A Lindsey,,LPL Financial LLC Reynoldsburg OH Private Residence,,,Salesforce
11123025,Inactive Investor,Brian Wood,,"Charles Schwab & Co., Inc. San Diego CA Private Residence",,,Salesforce
226146,, -,,[[Unknown]],kalogiroupaul@hotmail.com,,Initial Salesforce Import
10764250,Inactive Investor,Michael Botwinick,Financial Advisor,LPL Financial LLC Woodcliff Lake NJ 300 Tice Blvd,,,Salesforce
10819300,Inactive Investor,Alicia Traub,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11020231,Inactive Investor,Alex Ferreira,,"MML Investors Services, LLC Wanatah IN 11576 W US Hwy 30",,,Salesforce
11089187,Inactive Investor,Jorge Arrisueno,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",jorge.arrisueno@ml.com,,Salesforce
10872092,Inactive Investor,Christopher Zollo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",christopher.zollo@ml.com,,Salesforce
9557761,,Ejike Okologwu,,,softdaddy01@gmail.com,,List import
11047924,Inactive Investor,Richard Liebchen,,"Raymond James & Associates, Inc.",richard.liebchen@raymondjames.com,,Salesforce
9555734,,vernon peterson,,,huckleberry1218@aol.com,,List import
11125840,Inactive Investor,Christopher Imes,,"FBL Marketing Services, LLC Queen Creek AZ 18933 E San Tan Blvd",christopher.imes@fblfinancial.com,,Salesforce
10880538,Inactive Investor,Erin Boateng,,J.P. Morgan Securities LLC,erin.boateng@jpmorgan.com,,Salesforce
10647239,,Peter Dolan,,,peter.b.dolan@jpmorgan.com,,List Import
10489038,,Grant Bruce,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",grant.bruce@prudential.com,214-259-2264,List Import
9645429,,Cristina Tessari,,,cristina.tessari@gs.com,,List import
11116161,Inactive Investor,Oluwatobi Ajao,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10885358,Inactive Investor,Devin O'Leary,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11234453,Inactive Investor,Jhoel DeGuzman,,"Robinhood Financial, LLC",,,Salesforce
10838412,Inactive Investor,Charles Howard,Chief Executive Officer;Chief Investment Officer;Regulatory Contact,AthenaInvest Advisors LLC,tom.howard@athenainvest.com,,Salesforce
11085297,Inactive Investor,Enrico Zollo,,"MML Investors Services, LLC Melbourne FL 6767 N Wickham Rd",ezollo@financialguide.com,,Salesforce
9605477,,Maria Colangelo,,,maria_colangelo@vanguard.com,,List import
10823539,Inactive Investor,Gregory Kleva,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,gregory.kleva@fmr.com,,Salesforce
11028052,Inactive Investor,Alexander Price,Financial Consultant,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",alexander.price@equitable.com,,Salesforce
11140899,Inactive Investor,Paul Oberst,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10878633,Inactive Investor,Steven Neff,Principal,Long Bridge Capital Management Mead WA Private Residence,,,Salesforce
10905149,Inactive Investor,Tobin Ayers,,"Raymond James Financial Services, Inc. Opelika AL 221 S 8th St",tobin.ayers@raymondjames.com,,Salesforce
10789068,Inactive Investor,Jeffrey Patton,,"Parkland Securities, LLC Fairfield OH 2808 Mack Rd",,,Salesforce
10787201,Inactive Investor,Jennifer Weiss,,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",,,Salesforce
10991511,Inactive Investor,Mary Hanson,,PFS Investments Inc. Hudson WI 901 4th St,mhansons@primerica.com,,Salesforce
166427,,thore hildebrandt,,[Unknown],hildebrandtthore@gmail.com,,Paid Social
10815819,Inactive Investor,Mark Cassell,,CIBC World Markets Corp. Chicago IL 181 W Madison St,mark.cassell@cibc.com,,Salesforce
10486886,,Nicholas Beare,Managing Director,Stephens,nbeare@stephens.com,,List Import
10828238,Inactive Investor,Christine Cote,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Kirkland WA 4000 Carillon Pt,christine.cote@morganstanley.com,,Salesforce
9611127,,Bobby Strickand,,,nwam62@gmail.com,,List import
10835018,Inactive Investor,David Nye,,Colliers Securities LLC,david.nye@colliers.com,,Salesforce
10877751,Inactive Investor,Joseph Chase,Managing Partner,Lake Street Advisors,joseph@lakestreetadvisors.com,,Salesforce
10972320,Inactive Investor,Jacob Spangler,Customer Service Associate,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11036510,Inactive Investor,Thomas Mayhew,Financial Professional,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",,,Salesforce
9597426,,William Schaff,,,william.schaff@phocasfinancial.com,,List import
11024201,Inactive Investor,Stephanie Blankenheim,Financial Advisor,Edward Jones Madison WI 2990 Cahill Main,stephanie.blankenheim@edwardjones.com,,Salesforce
11052562,Inactive Investor,Bridget Tetak,,"Kestra Investment Services, LLC",,,Salesforce
11011492,Inactive Investor,Matthew Ford,,LPL Financial LLC Plano TX 5800 Granite Pkwy,matthew.ford@lpl.com,,Salesforce
11028348,Inactive Investor,Brandon Eady,,J.P. Morgan Securities LLC Lakeland FL 4820 S Florida Ave,brandon.eady@jpmorgan.com,,Salesforce
10767256,Inactive Investor,Theresa Gusman,Chief Investment Officer,First Affirmative Financial Network LLC,theresagusman@firstaffirmative.com,,Salesforce
9572600,,Lisabeth Thiessen,,,lisabeth.thiessen@53.com,,List import
11217727,,Jonathan Donnaway,,,jonathan.donnaway@lpl.com,,List Import
9547844,,Cliff Berger,,,cliff@cliffberger.com,,List import
9621680,,Omar AlMenhali,,,almeno89@gmail.com,,List import
11205862,Inactive Investor,Sara Clifton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9620677,,Yousef Janajri,,,yfj211@gmail.com,,List import
10385341,,Muhammad Siddique,,,saimahabib1288@gmail.com,,Web form fillout
11091605,Inactive Investor,Rosalind Kelly,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,rocky.kelly.gdf8@statefarm.com,,Salesforce
9626880,,Alexander Devine,,,devineone0503@gmail.com,,List import
11173436,Inactive Investor,Claire Autran,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",claire-rose.autran@nm.com,,Salesforce
11200522,Inactive Investor,John Marinelli,,"Osaic Wealth, Inc. Old Bridge NJ 165 Texas Rd",,,Salesforce
9637303,,Bruno Carneiro,,,brunoamcarneiro@gmail.com,,List import
10907461,Inactive Investor,Davey Wynn,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,davey.wynn@fidelity.com,,Salesforce
10833127,Inactive Investor,Lisa Emling,Registered Principal,LPL Financial LLC Herrin IL 114 W Monroe St,lisa.emling@lpl.com,,Salesforce
11182508,Inactive Investor,Shey Stegall,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",sstegall@financialguide.com,,Salesforce
10799479,Inactive Investor,Raymond Passaro,,Snyder Wealth Group Mastic NY Private Residence,,,Salesforce
11164696,Inactive Investor,Jason Harsh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Fe NM 123 E Marcy St",jason.harsh@ml.com,,Salesforce
152616,,Dr. Jeppe R. Stokholm,,[Unknown],js@stokholm.ch,,Other
11108866,Inactive Investor,Zachary Pierson,Principal;Senior Portfolio Manager,"Johnson Investment Counsel, Inc.",zpierson@johnsoninv.com,,Salesforce
9548831,,tae CHOI,,,sixtaeil2000@naver.com,,List import
10801986,Inactive Investor,Scott Alop,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,scott_alop@vanguard.com,,Salesforce
10779065,Inactive Investor,Ellen Lazarus,Chief Executive Officer;Officer;President;Regulatory Contact,"Charles Pratt & Company, L.L.C.",lazaruse@charlespratt.com,,Salesforce
10995502,Inactive Investor,Bryan Tessier,Vice President,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",bryan.tessier@equitable.com,,Salesforce
11098356,Inactive Investor,Barry Mohr,,"Tribal Capital Markets, LLC",bmohr@tribalcap.com,,Salesforce
11106366,Inactive Investor,Jordan Barck,Financial Consultant,"Wells Fargo Clearing Services, LLC Richmond VA 1800 Bayberry Ct",jordan.barck@wellsfargoadvisors.com,,Salesforce
10935329,Inactive Investor,Jarrod Toland,,Cetera Advisors LLC Russellville AR 620 E Main St,,,Salesforce
10958202,Inactive Investor,Darrel Folkert,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,,,Salesforce
10768456,Inactive Investor,Tracy Schneider,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,tracy.schneider@jpmorgan.com,,Salesforce
334375,,Kory Young,,Plante Moran Financial Advisors,kory.young@plantemoran.com,,
11125270,Inactive Investor,Brian Devault,,Commonwealth Financial Network Fort Mitchell KY 2734 Chancellor Dr,bdevault@commonwealth.com,,Salesforce
10611143,,Shubina Mathur,"Senior Financial Advisor, Senior Vice President",,shubina.mathur@ml.com,,List Import
10786063,Inactive Investor,Thomas Abbatacola,Relationship Manager,"Polen Capital Management, LLC Geneva IL Private Residence",tabbatacola@polencapital.com,,Salesforce
10944709,Inactive Investor,Elena Shevchenko,Client Service Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,elena.shevchenko@opco.com,,Salesforce
10980315,Inactive Investor,Timothy Bacus,Wealth Management Advisor,"Pacesetter Financial Group, L.L.C.",,,Salesforce
10947309,Inactive Investor,Adam Smith,Financial Advisor,Edward Jones Morristown TN 1018 W 1st North St,spence.smith@edwardjones.com,,Salesforce
11037375,Inactive Investor,Adam Griffiths,,"Cambridge Investment Research, Inc. Mokena IL 11146 Front St",,,Salesforce
10827955,Inactive Investor,Steven Barnes,,"Grove Point Investments, LLC Magnolia TX Private Residence",sbarnes@hbeckinc.com,,Salesforce
11206787,Inactive Investor,Alyson Stark,,LPL Financial LLC Claremont CA 246 N Indian Hill Blvd,alyson.stark@lpl.com,,Salesforce
11069934,Inactive Investor,Alexander Supplee,Wealth Advisor,United Capital Financial Advisors Baltimore MD 301 Warren Ave,alex.supplee@unitedcapitalwealth.com,4432336625,Salesforce
10765553,Inactive Investor,Stephen Smith,,Edward Jones Eugene OR 81 Centennial Loop,stephen.p.smith@edwardjones.com,,Salesforce
11148593,Inactive Investor,Daniel Austin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",dan.austin@rbc.com,,Salesforce
10526797,,Edgar Simmons II,,,simmonsmidcoast@outlook.com,,Web Form Fillout
11060020,Inactive Investor,Gregory Gaskin,Chief Compliance Officer;Founder;Member;Principal,Gaskin Wealth Management,greg@gaskinwm.com,,Salesforce
11143268,Inactive Investor,Logan Dirks,Financial Advisor,"Pruco Securities, LLC. East Peoria IL 235 E Washington St",logan.dirks@prudential.com,,Salesforce
11203012,Inactive Investor,Daniel Grimes,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vacaville CA 150 Parker St",daniel.grimes@ml.com,,Salesforce
11053497,Inactive Investor,Luke Washburn,Chief Compliance Officer;Managing Member,Washburn Asset Management LLC,,,Salesforce
9554585,,Mark Bechard,,,mbechard@cabotprop.com,,List import
10896487,Inactive Investor,Amber Thoerner,Branch Administrative Supervisor,Robert W. Baird & Co. Incorporated Cincinnati OH 3805 Edwards Rd,amentrup@rwbaird.com,,Salesforce
11028516,Inactive Investor,Erin Spalding,Associate Financial Advisor,"Ameriprise Financial Services, LLC Youngstown OH 8170 South Ave",erin.spalding@ampf.com,,Salesforce
11131904,Inactive Investor,Cody Dyer,Financial Advisor,Retirement Planners of America,,,Salesforce
10986579,Inactive Investor,Annabelle Shore,,Vanguard Marketing Corporation,annabelle_shore@vanguard.com,,Salesforce
98001,,Viviana Erazo Mesa,,Casa de la Válvula,vivem2005@gmail.com,3004351729,
11123746,Inactive Investor,Liesl Savage,Financial Advisor,"Ameriprise Financial Services, LLC Palm Coast FL 10 Florida Park Dr N",liesl.savage@ampf.com,,Salesforce
10514515,,Stan Sakar,,,stan@abarisllc.com,,Web Form Fillout
10612917,,Gregory Raue,Financial Advisor,,rauegr@gmail.com,,List Import
10803076,Inactive Investor,Brian Strickland,Financial Advisor,Park Avenue Securities LLC Clearwater FL 2641 McCormick Dr,brian_strickland@glic.com,,Salesforce
10936537,Inactive Investor,Martin Bassett,Owner,Bassett Financial Advisors,martin.bassett@bassettfa.com,,Salesforce
11127569,Inactive Investor,Maria Coffey,,Edward Jones Essex CT 2 Essex Sq,,,Salesforce
11233168,Inactive Investor,Brandon French,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Phoenix AZ 3131 E Camelback Rd",brandon.french@tiaa.org,,Salesforce
10510294,,Gregory Friedman,Senior Vice President - Head of ETF Management and Strategy,Fidelity Investments,gregory.friedman@fmr.com,,List Import
11170061,Inactive Investor,Wilson Azer,,J.P. Morgan Securities LLC Las Vegas NV 9151 W Sahara Ave,,,Salesforce
11128749,Inactive Investor,Timothy Schultz,,"J.W. Cole Financial, Inc.",tim.schultz@jw-cole.com,,Salesforce
10886423,Inactive Investor,Richard Shuster,,LPL Financial LLC York PA 2845 Eastern Blvd,richard.shuster@lpl.com,,Salesforce
10922490,Inactive Investor,Angela Katampe,,J.P. Morgan Securities LLC Dayton OH 6130 Chambersburg Rd,,,Salesforce
10862094,Inactive Investor,Grant Gabriel,Financial Advisor,Edward Jones Lubbock TX 5422 114th St,grant.gabriel@edwardjones.com,,Salesforce
10754435,Inactive Investor,Joshua Bristol,Portfolio Associate,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,josh.bristol@morganstanley.com,,Salesforce
11209102,Inactive Investor,Michael Davis,Chief Executive Officer;Partner,"TRUE Private Wealth Advisors, LLC",,,Salesforce
11064606,Inactive Investor,Kevin Donohew,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,kjdonohew@ft.newyorklife.com,,Salesforce
11049603,Inactive Investor,Steven Rapoport,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,srapoport@allianceg.com,,Salesforce
10795520,Inactive Investor,Peter Saab,,Stonex Securities Inc.,peter.saab@saswealth.com,,Salesforce
53595,,Kathleen Kawczynski,Advisor,"MML Investors Services, LLC",kkawczynski@massmutual.com,419-887-6243,
199936,,Franc?Ois Blu,,FrancÌ§Ois Blu,francoisblu@hotmail.com,,Webinar
10939548,Inactive Investor,James Hill,Managing Member,"Gatehill Financial Consulting, LLC",hill.jim@gatehillfc.com,,Salesforce
11167705,Inactive Investor,Alejandro Aquino,Family Wealth Director;Financial Advisor;Senior Investment Management Consultant;Senior Portfolio Management Director;Senior Vic,Morgan Stanley Bellevue WA 500 108th Ave NE,alejandro.aquino@morganstanley.com,,Salesforce
11085865,Inactive Investor,Jason Parrett,,NYLIFE Securities LLC,jparrett@eaglestrategies.com,,Salesforce
11096597,Inactive Investor,Brian Hash,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,brian.hash@fidelity.com,,Salesforce
10644926,,Eric Zampol,,,ezampol@peakstone.com,,List Import
10845878,Inactive Investor,Rolando Fernandez,Investment Specialist,"Fifth Third Securities, Inc. Matthews NC 1818 Matthews Township Pkwy",rolando.fernandez@53.com,,Salesforce
10656171,,Deanna Marotz,,,dmarotz@keeleyteton.com,,List import
11159830,Inactive Investor,David Robinson,Partner,CG Advisory Services Richmond VA 812 Moorefield Park Dr,dave@mycgfinancial.com,,Salesforce
10917355,Inactive Investor,Thomas Small,Chief Executive Officer;Financial Advisor;Manager;Owner;President,"Michigan Money Management Advisers, LLC",tom@michiganmoneymanagement.com,,Salesforce
9609056,,Inq La,,,ingmar.laan@gmail.com,,List import
223678,,Scott Marwitz,,[Unknown],scott.marwitz@gmail.com,,Direct
9547167,,James Benz,,,jbenz@devonbank.com,,List import
373492,,Michael Coraggio,,[Unknown],mcoraggio1@gmail.com,,source
10743355,Inactive Investor,Bradley Gross,Chief Compliance Officer;Managing Member;President,12 Squared,,,Salesforce
345390,,Suril Butala,Associate,Level Equity,sbutala@levelequity.com,212-660-2470,Manual List Upload
10613228,,Marvin Waltuch,"Financial Advisor, Managing Director - Wealth Management",,marvin_waltuch@ml.com,,List Import
9636965,,Jeremy Saham,,,jsaham@cedarbrookfinancial.com,,List import
349601,,Paul Vigano,Senior Managing Director; Managing Member,"J.h. Whitney Capital Partners, Llc",pvigano@whitney.com,203-716-6100,Manual List Upload
9575334,,Jill Traina,,,jftraina@gmail.com,,List import
10904135,Inactive Investor,Kia Coleman,Financial Advisor,Edward Jones Lansdale PA 1690 Sumneytown Pike,kia.coleman@edwardjones.com,,Salesforce
9548964,,Stanley Kaut,,,stan.kaut@securitiesamerica.com,,List import
10923691,Inactive Investor,Christopher McNeil,Investment Advisor Representative;Managing Member;Owner;Partner,"VitalStone Financial, LLC",chris@vitalstonefinancial.com,,Salesforce
10855102,Inactive Investor,Aaron Green,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;Managing Partner;Partner,GGM Financial LLC,brady@ggmfin.com,,Salesforce
10968146,Inactive Investor,Steven Schoenberger,Chief Compliance Officer;Founder,Open Door Financial Minneapolis MN 4235 Princeton Ave,steven@opendoorfp.com,,Salesforce
9579169,,Ronaldo Lyrio,,,rl@emergingvariant.com,,List import
10759957,Inactive Investor,Brian Esposito,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Palm Beach Gardens FL 3801 PGA Blvd",brian.esposito@schwab.com,,Salesforce
9609440,,Jared Chin,,,jaredcj.chin@gmail.com,,List import
9637616,,Dan Lien,,,liend@reed.edu,,List import
10768930,Inactive Investor,Dina Brifman,,PFS Investments Inc. Flagler Beach FL 206 Moody Blvd,dina.brifman@primerica.com,,Salesforce
10858156,Inactive Investor,David McHugh,Financial Advisor,Edward Jones Auburn CA 11990 Heritage Oak Pl,david.mchugh@edwardjones.com,,Salesforce
11095174,Inactive Investor,Alex Levin,,"World Equity Group, Inc.",alevin@weg1.com,,Salesforce
10939135,Inactive Investor,Evelyn Campbell,,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,evelyn.campbell@primerica.com,,Salesforce
371314,,Philip Poon,,[Unknown],ppoon318@gmail.com,,Google Natural Search
10834782,Inactive Investor,Mitchell Hirsch,,"Fortune Financial Services, Inc. Pompano Beach FL 5521 N University Dr",,,Salesforce
11197303,Inactive Investor,Mark Morgan,Investment Manager,PNC Investments Chesterfield MO 1000 Town and Country Crossing Dr,mark.morgan@pnc.com,,Salesforce
11185806,Inactive Investor,Rebecca Episcopo,,"Allstate Financial Services, LLC Cumming GA 500 Pirkle Ferry Rd",rebeccaepiscopo@allstate.com,,Salesforce
10804679,Inactive Investor,Timothy Reath,Account Vice President;Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Annapolis MD 3 Park Pl,timothy.reath@ubs.com,,Salesforce
10789784,Inactive Investor,Roger Altman,,Evercore Group L.L.C.,altman@evercore.com,,Salesforce
11168402,Inactive Investor,John Passey,,"Raymond James Financial Services, Inc. Holly Springs NC 104 Osterville Dr",phillip.passey@raymondjames.com,,Salesforce
11198624,Inactive Investor,Sean Mason,,Motiv8 Investments LLC Fresno CA 5260 N Palm Ave,,,Salesforce
10613191,,Brett Goldberg,"Senior Financial Advisor, Vice President",,brett.goldberg@ml.com,,List Import
11147228,Inactive Investor,Michael Banco,Premier Banker;Vice President,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",michael.banco@wellsfargo.com,,Salesforce
11077595,Inactive Investor,Marc Goulah,Relationship Specialist;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
336349,,Joseph Lansing,Senior Portfolio Manager,"Harrison Street Advisors, Llc",jlansing@harrisonst.com,312-920-0500,Manual List Upload
10799213,Inactive Investor,Debra Palmer,Senior Registered Associate,Morgan Stanley Boston MA 28 State St,debra.palmer@morganstanley.com,,Salesforce
11145661,Inactive Investor,Benjamin Archer,Managing Director;Private Wealth Advisor,Morgan Stanley Conshohocken PA 100 Front St,ben.archer@morganstanleypwm.com,,Salesforce
10757243,Inactive Investor,Allysa Dankert,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",allysa.born@ml.com,,Salesforce
10833770,Inactive Investor,Pamela Green,Financial Advisor;Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",pgreen@financialguide.com,,Salesforce
9632066,,SYLVIA BROOKS,,,brooks.sylvia@gmail.com,,List import
10900602,Inactive Investor,Scott Jenson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Brookfield WI 300 N Corporate Dr",scott.jenson@ampf.com,,Salesforce
10777459,Inactive Investor,Frank Chisholm,Financial Advisor,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,frank.chisholm@morganstanley.com,,Salesforce
10865866,Inactive Investor,Sheikh Jallow,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10964350,Inactive Investor,Joseph Cupoli,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,joe.cupoli@fmr.com,,Salesforce
222940,,Wayne Gruenloh,Financial Advisor,Eagle Strategies LLC,wgruenloh@ft.newyorklife.com,251-947-1047,
10961774,Inactive Investor,Ross Steelman,,"Equity Services, Inc. Bath ME 100 Front St",steelman_ross@nlvmail.com,,Salesforce
9633460,,Marcos Diaz,,,itsmarcosdiaz@gmail.com,,List import
10612628,,William Geraghty,"Financial Advisor, Managing Director",,william.geraghty@ampf.com,,List Import
9590129,,Jose A Garcia,,,joalgapa1966@att.net,,List import
10866319,Inactive Investor,Charles Saenger,Investment Advisor Representative,L.M. Kohn & Company Saint Louis MO 7777 Bonhomme Ave,,,Salesforce
11220217,,Steven Bertolo,,,sbertolo@clarfeld.com,,Other
10787899,Inactive Investor,Robert Steele,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",robert.steele@truist.com,,Salesforce
143676,,Michael Rideout,,"Principal Securities, Inc.",rideout.michael@principal.com,515-247-0601,
11137559,Inactive Investor,Jennifer Crisologo,Financial Advisor,LPL Financial LLC Roseville CA 2999 Douglas Blvd,jennifer.crisologo@lpl.com,,Salesforce
11032582,Inactive Investor,Juan Pedro Umbert,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",juan.p.umbert@nm.com,,Salesforce
79407,,christopher catania,Vice President,Bank of America Corporation,christopher.catania@bofa.com,,Event
11019641,Inactive Investor,Sherri Short,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10961725,Inactive Investor,William Chandler,,Arvest Wealth Management Bentonville AR 405 S Walton Blvd,wchandler@arvest.com,,Salesforce
11063351,Inactive Investor,Karla Avecillas,Client Service Associate,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",karla.avecillas@raymondjames.com,,Salesforce
11210021,Inactive Investor,Eric Frei,,Vanguard Marketing Corporation,eric_frei@vanguard.com,,Salesforce
10836264,Inactive Investor,John Gleeson,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",john.c.gleeson@ampf.com,,Salesforce
236572,, -,,[[Unknown]],bclw@aol.com,,
10934063,Inactive Investor,Thomas Farmer,Partner;Wealth Advisor,Corient Charlotte NC 4201 Congress St,,,Salesforce
11162319,Inactive Investor,Shannon Waddell,Financial Advisor,LPL Financial LLC Madison MS 223 Key Dr,shannon.waddell@lpl.com,,Salesforce
10889406,Inactive Investor,Peter Simpson,Financial Advisor,"CUSO Financial Services, L.P. Fitchburg MA 300 Bemis Rd",,,Salesforce
11099130,Inactive Investor,Charles Hubbard,Financial Advisor,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,charles.hubbard@morganstanley.com,,Salesforce
11153791,Inactive Investor,Markham Heid,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",mheid@financialguide.com,,Salesforce
10819618,Inactive Investor,Rebecca Morris,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,rebecca.morris@fidelity.com,,Salesforce
211694,,Ryan Merkley,Managing Director,Aspen Institute,ryan.merkley@aspeninstitute.org,,Content
11110477,Inactive Investor,Kevin Witte,,State Farm VP Management Corp. Brookings SD 2312 6th St,,,Salesforce
347709,,Ian Hurwitz,President,"Hurwitz Associates, Inc.",ian@hurwitzinvestments.com,713-840-7272,Manual List Upload
10768017,Inactive Investor,Jason Simard,Chief Operations Officer;Regulatory Contact,Haussmann Financial Inc.,jason@haussmannfinancial.com,,Salesforce
9616292,,Steve Hamant,,,shamant@deeprunfinancial.com,,List import
11168146,Inactive Investor,Cynthia McHugh,Financial Advisor;Investment Officer;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",cynthia.mchugh@rbc.com,,Salesforce
11221704,,Ross Bennett,,,rbennett@woodleyfarra.com,,List import
9568611,,yoichi horikawa,,,horinitro@gmail.com,,List import
9568311,,Michael -,,,landfair3554@gmail.com,,List import
9571521,,Elizabeth Parker,,,paul.parkerhome@gmail.com,,List import
11170962,Inactive Investor,Teresa Morris,,Cetera Advisor Networks LLC Seabrook TX Private Residence,stevenst@ceteranetworks.com,,Salesforce
11179810,Inactive Investor,Daniel Everhart,Financial Advisor,Edward Jones Sandusky MI 70 S Elk St,dan.everhart@edwardjones.com,,Salesforce
11106932,Inactive Investor,Maria Sikora,Financial Consultant,"Tyler-Stone Wealth Management, LLC Naples FL 11125 Gulf Shore Dr",maria.sikora@tyler-stone.com,,Salesforce
10988672,Inactive Investor,James D'Elia,,Morgan Stanley,,,Salesforce
9566874,,Yohan HAN,,,yohans201@naver.com,,List import
11089743,Inactive Investor,Burton Foon,,State Farm VP Management Corp. Fairfield CA 2801 Waterman Blvd,burt.foon.c2wh@statefarm.com,,Salesforce
10914896,Inactive Investor,Qui Dao,,J.P. Morgan Securities LLC Richardson TX 1505 E Belt Line Rd,qui.dao@jpmorgan.com,,Salesforce
11152909,Inactive Investor,Nickolas Seifert,,"Ameriprise Financial Services, LLC Visalia CA 108 W Center Ave",nickolas.seifert@ampf.com,,Salesforce
11063552,Inactive Investor,Patrick Skowron,,Fidelity Brokerage Services LLC,patrick.skowron@fmr.com,,Salesforce
11104484,Inactive Investor,Eric Politz,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",eric.s.politz@nm.com,,Salesforce
368015,,Jesse Fox,Director,,jesse.fox@schwab.com,,Webinar
10920762,Inactive Investor,Brandon Jenkins,Wealth Management Advisor,"U.S. Bancorp Advisors, LLC Beverly Hills CA 9460 Wilshire Blvd",brandon.jenkins@unionbank.com,,Salesforce
10947460,Inactive Investor,Danielle Sasso,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",danielle.m.sasso@nm.com,,Salesforce
10951997,Inactive Investor,Terry French,Financial Consultant,LPL Financial LLC Jackson MI 1100 Clinton Rd,terry.french@lpl.com,,Salesforce
11046393,Inactive Investor,Mohamed Akram,Wealth Advisor,NWF Advisory Services Inc Encino CA 15821 Ventura Blvd,aakram@nwfadvisory.com,,Salesforce
11148303,Inactive Investor,Evan Corneille,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,ecorneille@ft.newyorklife.com,,Salesforce
333176,,Timothy Six,,Regions,timothy.six@regions.com,,
11161002,Inactive Investor,William Holmes,Vice President,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,william.b.holmes@jpmorgan.com,,Salesforce
10943296,Inactive Investor,Rosemary Frank,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,"Rosemary Frank Financial, LLC",,,Salesforce
9550243,,Spencer Carroll,,,spencer.carroll@fidelity.com,,List import
11167053,Inactive Investor,Zachary Slater,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Portsmouth NH 40 Congress St,zachary.slater@ubs.com,,Salesforce
11064152,Inactive Investor,Renee Welch,Financial Advisor,Gladstone Wealth Partners Omaha NE 12801 Pierce St,renee.welch@gladstonewealth.com,,Salesforce
11086004,Inactive Investor,Catherine Chojnacki,,PFS Investments Inc. Mexico NY 3276 Main St,cchojnacki@primerica.com,,Salesforce
9596132,,Francis Andether,,,francis.anderson@gmail.com,,List import
116258,,John Baergen,Vice President - Executive Benefits Consulting,"Principal Securities, Inc.",baergen.john@principal.com,214-414-2762,
10933830,Inactive Investor,Sean Clarke,,State Farm VP Management Corp. Oscoda MI 620 S State St,,,Salesforce
11179097,Inactive Investor,Lakena Belcher,Private Client Advisor,J.P. Morgan Securities LLC Peachtree City GA 2719 Hwy 54,lakena.belcher@jpmorgan.com,,Salesforce
10952726,Inactive Investor,Grady Wankowicz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10869372,Inactive Investor,Alex Dalmady,Chief Compliance Officer;President,Cerasus Advisors Inc,,,Salesforce
200963,,Linda McElwee,,[Unknown],lmcelwee9@gmail.com,,
11238510,Inactive Investor,Tracie Caplinger,,V Wealth Advisors,tracie.caplinger@vwealth.com,,Salesforce
11195701,Inactive Investor,Carolyn Sellick,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",carolyn.gunter@wellsfargoadvisors.com,,Salesforce
11172046,Inactive Investor,Gerald Womble,,"Allstate Financial Services, LLC Raleigh NC 150 Wind Chime Ct",geraldwomble@allstate.com,,Salesforce
11163616,Inactive Investor,Michael Langford,Investment Advisor;Manager;President,Course Pilot Financial LLC,,,Salesforce
11193381,Inactive Investor,Shane Hunt,Investment Advisor Representative,CGC Financial Services,shunt@cgcfinancialservices.com,,Salesforce
11218661,,Scott Soenen,,,ssoenen@united-brokerage.com,,Other
10965375,Inactive Investor,Arturo Ramirez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Cajon CA 845 N 2nd St",,,Salesforce
11165695,Inactive Investor,Robert Rowling,Financial Professional,"Equitable Advisors, LLC Auburn Hills MI Private Residence",robert.rowling@equitable.com,,Salesforce
11165249,Inactive Investor,Yunqing Xu,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey Park CA 110 W Garvey Ave",yunqing.xu@ml.com,,Salesforce
11171579,Inactive Investor,Alexandra Byrne,,Commonwealth Financial Network Wayne PA 125 Strafford Ave,abyrne@commonwealth.com,,Salesforce
11106711,Inactive Investor,Jonathan Whitcraft,Chief Executive Officer;Owner;President,Whitcraft Capital Management Palo Alto CA 660 Rhodes Dr,,,Salesforce
10657059,,Jason Slezak,,,jason@landoltsecurities.com,,List import
9577386,,Louis Roberts,,,crickethandheld@gmail.com,,List import
11067464,Inactive Investor,Bryan Perez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10778382,Inactive Investor,Sarah Campbell,,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",sarah.campbell@wellsfargoadvisors.com,,Salesforce
11141795,Inactive Investor,Daniel Chiaracharuwat,,Cetera Investment Services LLC Pasadena CA 155 N Lake Ave,,,Salesforce
9573111,,Michael Hansen,,,michaeleh@gmail.com,,List import
10996402,Inactive Investor,Dylan Pechovnik,,"Advanced Advisor Group, LLC Chisholm MN 101 W Lake St",,,Salesforce
186682,,tom dixon,,[Unknown],tomdixon9@live.co.uk,,source
10791872,Inactive Investor,Michael Madden,Chief Compliance Officer;Co-Founder,Madden Funds Management,,,Salesforce
11078120,Inactive Investor,Richard Gruszewski,Financial Consultant,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",,,Salesforce
10818596,Inactive Investor,Paul Gelormini,,"Promontory Financial Planning, LLC Los Altos CA 4966 El Camino Real",paul@promontoryfp.com,,Salesforce
346530,,David Fass,Director,Macquarie Infrastructure Partners,david.fass@macquarie.com,212-231-1000,Manual List Upload
9614345,,Sue-May Talbot,,,stalbot@genuscap.com,,List import
10779888,Inactive Investor,Kenneth Green,Co-Chief Investment Officer;Director;President;Regulatory Contact,Mitchell Capital Management Co,,,Salesforce
10913731,Inactive Investor,Nicholas Bucci,Financial Advisor,BLBB Advisors,nbucci@blbb.com,,Salesforce
234223,, -,,[[Unknown]],ra2zen14@outlook.com,,Organic Search
11046382,Inactive Investor,Cody Murray,Chief Compliance Officer;Chief Executive Officer;Founder,Stillwater Financial,,,Salesforce
9617401,,Kevin Valentine,,,kevin@alisio.co,,List import
11236396,Inactive Investor,Deshon Robinson,Associate Advisor,"Pure Financial Advisors, LLC",,,Salesforce
10846908,Inactive Investor,Landon Vath,,Cetera Investment Services LLC Minneapolis MN 7301 Ohms Ln,landon.vath@ceterainvestors.com,,Salesforce
11195077,Inactive Investor,Benjamin Joel,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",ben.joel@rbc.com,,Salesforce
10844991,Inactive Investor,Sharon Tallman,Principal;Senior Portfolio Manager,"Johnson Investment Counsel, Inc.",stallman@johnsoninv.com,,Salesforce
11114469,Inactive Investor,Ryan Shaw,,Cetera Advisor Networks LLC Mars Hill ME 69 Main St,,,Salesforce
11184572,Inactive Investor,Rogerio Menescal,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,,,Salesforce
11006424,Inactive Investor,Stephanie Titus,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10772142,Inactive Investor,Gregory Pidgeon,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,gregory.pidgeon@morganstanley.com,,Salesforce
11006768,Inactive Investor,Nicole Luciano,Associate;Financial Advisor,Edward Jones Summerville SC 405 W 5th North St,,,Salesforce
9611067,,Kim Malcom,,,kimcashmalcom@gmail.com,,List import
10761118,Inactive Investor,Craig Lindquist,Client Performance Analyst,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",craig.lindquist@wfadvisors.com,,Salesforce
72241,,Michael Giese,"Chief Compliance Officer, Member","Mcg Capital Management, Llc",mgiese@mcgcapitalmgt.com,(617) 580-8065,Manual List Upload
11146112,Inactive Investor,Pamela Desjardins,Chief Compliance Officer;Owner,Strategic Planning Associates,,,Salesforce
11238282,Inactive Investor,Elizabeth Schaefer,,"Johnson Investment Counsel, Inc.",eschaefer@johnsoninv.com,,Salesforce
11072858,Inactive Investor,Andres Libreros,Assistant Vice President,Citigroup Global Markets Inc.,andres.libreros@citi.com,,Salesforce
236209,,glenn -,,glenn [[Unknown]],restlessdude08@gmail.com,,
11122405,Inactive Investor,Brian Schultz,Wealth Advisor,William Blair,bschultz@williamblair.com,,Salesforce
10921029,Inactive Investor,Michael Sgroi,Managing Partner,Sgroi Wealth,michael@sgroiwealth.com,,Salesforce
11219644,,Adam Antoniades,,,antoniadesa@ceteranetworks.com,,Other
11155491,Inactive Investor,Alan Keppler,,"Titleist Capital, LLC",akeppler@tamgmt.com,,Salesforce
10835213,Inactive Investor,John Bolobanic,Financial Consultant,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
10932902,Inactive Investor,Gabriel Dorado,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",marcelo.dorado@nm.com,,Salesforce
10613428,,Richard Kang,Financial Advisor,,richard.kang2@ml.com,,List Import
353103,,Yvette Loch-Temzelides,Senior Product Sales Specialist,Citi,yvette.lochtemzelides@citi.com,,Event
11051585,Inactive Investor,Wendy Kepple,,"Concourse Financial Group Securities, Inc. Houston TX 10320 Lake Rd",wendy.kepple@concoursefinancial.com,,Salesforce
10932577,Inactive Investor,Adel Youssef,,Cetera Advisor Networks LLC Toledo OH 5748 Park Center Ct,,,Salesforce
11097537,Inactive Investor,Kendall Stahl,Advisor;Director - Sales;Financial Advisor;Partner,210 Financial,kendall@210financial.com,,Salesforce
11136825,Inactive Investor,Christopher Wagner,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,christopher.wagner@ubs.com,,Salesforce
10836464,Inactive Investor,Zachary Tasher,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",zachary.tasher@wellsfargoadvisors.com,,Salesforce
11036014,Inactive Investor,Ruben Hernandez,,J.P. Morgan Securities LLC Downey CA 13535 Lakewood Blvd,ruben.ricard.hernandez@chase.com,,Salesforce
374819,,George Azide,Owner,The Agent's Office,george@theagentsoffice.com,,Salesforce
9599814,,Gray Jaggers,,,gray.jaggers@paralleladvisors.com,,List import
10963299,Inactive Investor,Olivia Lucas,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,oliviakelley@statefarm.com,,Salesforce
10803575,Inactive Investor,Brian Dannemiller,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Dayton OH 4380 Buckeye Ln,brian.dannemiller@morganstanley.com,,Salesforce
9605053,,Afex Opeyemi,,,afexlove2008@gmail.com,,List import
11110133,Inactive Investor,Jeffrey Lewis,Financial Advisor,Savant Wealth Management,jlewis@savantwealth.com,,Salesforce
10513445,,Grace Zarzecki,,,grace@photoncommerce.com,,Web Form Fillout
11153218,Inactive Investor,Frederick Scruggs,Financial Professional,"MML Investors Services, LLC Forest VA 1116 Vista Park Dr",fscruggs@financialguide.com,,Salesforce
11108105,Inactive Investor,Brian Denman,Financial Advisor,Edward Jones Prairie Grove AR 219 W Buchanan St,brian.denman@edwardjones.com,,Salesforce
11210870,Inactive Investor,James Soto,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",james.c.soto@truist.com,,Salesforce
10754560,Inactive Investor,Richard Rooney,Wealth Advisor Associate,Morgan Stanley New York NY 55 E 52nd St,rich.rooney1@morganstanleypwm.com,,Salesforce
10851871,Inactive Investor,Louis Lobe,,Sigma Financial Corporation Duluth GA 3575 Koger Blvd,llobe@sigmarep.com,,Salesforce
10772491,Inactive Investor,Susan Darby,,Morgan Stanley Chicago IL 233 S Wacker Dr,susan.darby@morganstanley.com,,Salesforce
11149617,Inactive Investor,Christian Strom,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Glen Allen VA 11108 W Broad St",,,Salesforce
10780022,Inactive Investor,Randy McGill,,"Raymond James Financial Services, Inc. Canton OH 4158 Munson St NW",,,Salesforce
9558791,,Paulo Costa,,,paulo.costa1505@gmail.com,,List import
10894987,Inactive Investor,Scott Latshaw,,"Stifel Independent Advisors, LLC Baltimore MD 1425 Patapsco St",latshaws@centurysecurities.com,,Salesforce
9617430,,Enrico Asproni,,,easproni@gmail.com,,List import
9643247,,rodney campbell,,,reorodney@hotmail.com,,List import
11078185,Inactive Investor,Shiela Doucet,Client Service Associate;Sales Assistant,"Ameriprise Financial Services, LLC Lake Charles LA 4110 Lake St",shiela.doucet@ampf.com,,Salesforce
11022072,Inactive Investor,Yossry Ghaly,Wealth Relationship Manager,Citigroup Global Markets Inc. Laguna Niguel CA 30311 Golden Lantern,yossry.ghaly@citi.com,,Salesforce
11238404,Inactive Investor,Eric Caisse,,"Csenge Advisory Group, LLC",eric@csenge.com,,Salesforce
10967612,Inactive Investor,Antonio Wycklendt,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,antonio_wycklendt@vanguard.com,,Salesforce
9601232,,Vipul Soni,,,vsoni@brynwoodpartners.com,,List import
11184825,Inactive Investor,Frederick Fogarty,Chief Compliance Officer;President;Vice President,"Fogarty Wealth Management, Inc.",ffogarty@fogartywm.com,,Salesforce
10993232,Inactive Investor,Thomas Belnap,,J.P. Morgan Securities LLC Orem UT 1115 S 800 E,thomas.belnap@jpmorgan.com,,Salesforce
9604320,,Mark Richards,,,markallen091058@gmail.com,,List import
9643532,,Darrin Donithorne,,,darrin.donithorne@gmail.com,,List import
11213169,Inactive Investor,Tracie Carpenter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,tracie.carpenter@fidelity.com,,Salesforce
10647532,,Kelly Van Winkle,,,kelly.vanwinkle@schwab.com,,List Import
11204103,Inactive Investor,Brian Stephens,Partner;Wealth Management Advisor,Rubicon Advisors,,,Salesforce
11042952,Inactive Investor,Scott Spires,,"Farmers Financial Solutions, LLC Ashland OR 450 Siskiyou Blvd",sspires@farmersagent.com,,Salesforce
10762784,Inactive Investor,David Staats,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Akron OH 175 Montrose West Ave,david.staats@ubs.com,,Salesforce
10854864,Inactive Investor,Michael Towle,Wealth Management Advisor,LPL Financial LLC Mansfield OH 625 Lexington Ave,michael.towle@lpl.com,,Salesforce
9579760,,Ross Hoewischer,,,ross.hoewischer@53.com,,List import
11231666,Inactive Investor,Anthony Gustin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10436196,,Helen Kim,,,hkim100@hotmail.com,,Web Form Fillout
10842365,Inactive Investor,Alexander Williamson,Managing Director,"Pacific Crest Financial Advisors, LLC",alexander@pacificcrestfa.com,,Salesforce
10876734,Inactive Investor,Oscar Gomez Castilla,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,oscar.gomez-castilla@jpmorgan.com,,Salesforce
11203943,Inactive Investor,Michael Stanley,Private Client Banker,J.P. Morgan Securities LLC Allentown PA 107 N 7th St,m.stanley@jpmorgan.com,,Salesforce
9637174,,Ajit Nedungadi,,,ajit@ta.com,,List import
9608388,,Furqon Rizki Utama,,,furqon_rizki_utama@yahoo.com,,List import
10998389,Inactive Investor,John Eyer,Manager,"Charles Schwab & Co., Inc. San Diego CA Private Residence",john.eyer@schwab.com,,Salesforce
11143764,Inactive Investor,Sheri Baker,,"Osaic Institutions, Inc. White Stone VA 645 Rappahannock Dr",sbaker@infinexgroup.com,,Salesforce
10837768,Inactive Investor,David Nelson,,"Cambridge Investment Research, Inc. Clinton IA 880 13th Ave N",,,Salesforce
231633,, -,,[[Unknown]],anthony@swissborg.com,,Other
10769435,Inactive Investor,Matthew Marjama,Financial Advisor,LPL Financial LLC Elk River MN Private Residence,matthew.marjama@lpl.com,,Salesforce
10618910,,Anna Fosteras,,,anna.fosteras@morganstanley.com,,List Import
10809675,Inactive Investor,Stephen Hartman,,"J.W. Cole Financial, Inc. Maitland FL 549 N Wymore Rd",,,Salesforce
9565841,,Thomas Lopardo,,,tlopardo@westminsterfinancial.com,,List import
9624027,,Kenneth Moresco,,,montymoresco@gmail.com,,List import
11151582,Inactive Investor,Kim Lee,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,kim.lee@jpmorgan.com,,Salesforce
9588046,,Matthew Lathrom,,,matt@mlathrom.com,,List import
340820,,Steven Hamilton,Relationship Manager,Exencial Wealth Advisors,shamilton@exencialwealth.com,405-478-1971,Manual List Upload
9612347,,Aimee Trayser,,,aimeet@me.com,,List import
29002,,Lance Whittemore,Chief Compliance Officer,Pillar Capital Management Limited,lance.whittemore@oysterllc.com,441-278-8560,
11123876,Inactive Investor,Gilberto Eivet,,J.P. Morgan Securities LLC Houston TX 15252 Wallisville Rd,gilberto.eivet@jpmorgan.com,,Salesforce
232809,, -,,[Unknown],kstone@orgpm.com,,
11113481,Inactive Investor,Matthew Main,,"Truist Investment Services, Inc. Potomac MD 7969 Tuckerman Ln",matthew.main@truist.com,,Salesforce
11200810,Inactive Investor,Ryan Suess,Investment Advisor Representative,Kapusta Financial Group,ryan@kapustafinancial.com,,Salesforce
11083325,Inactive Investor,Daniel Adler,Financial Advisor,"Pruco Securities, LLC. Syracuse NY 500 Plum St",daniel.adler@prudential.com,,Salesforce
10877434,Inactive Investor,Devin King,Chief Compliance Officer;Financial Advisor;Owner;President,King Financial,devin.king@kingfinancial.net,,Salesforce
84295,,Jack Burk,"Partner, Wealth Advisor","Arete Wealth Advisors, Llc",jack.burk@aretewealth.com,312-940-3684,Manual List Upload
10838170,Inactive Investor,Kurt Schoeppler,Chief Compliance Officer;Member;President;Senior Executive,International Management Advisors Ltd.,,,Salesforce
10620091,,Joseph Haugh,,,jhaugh@panamerbank.com,,List Import
10785884,Inactive Investor,James Barnes,Account Specialist,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",james_barnes@navyfederal.org,,Salesforce
10787892,Inactive Investor,Darnell Tucker,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9636317,,James Ashby,,,james@mustardseedfinancial.com,,List import
203640,,Nicole Janisse,,"Advisory Alpha, Llc",nicole@advisoryalpha.com,,
10488178,,Erin Dickes,"Managing Director, Private Wealth Advisor",Morgan Stanley,erin.dickes@morganstanleypwm.com,,List Import
10853261,Inactive Investor,Susan O'Leary,Owner,"Henry James International Management, Inc.",,,Salesforce
10929683,Inactive Investor,Jason Tajima,,LPL Financial LLC Newport Beach CA 4400 Macarthur Blvd,jason.tajima@lpl.com,,Salesforce
10783192,Inactive Investor,Jeremy Geller,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jeremy.r.geller@jpmorgan.com,,Salesforce
10947231,Inactive Investor,Shawn Powell,Chief Compliance Officer;Owner;Wealth Advisor,3rd Level Wealth,shawn@3rdlevelwealth.com,,Salesforce
11098637,Inactive Investor,Charles Moore,,Robert W. Baird & Co. Incorporated New York NY 1155 Avenue of the Americas,,,Salesforce
10770789,Inactive Investor,Judy Manske,Financial Advisor,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,judy.manske@thrivent.com,,Salesforce
11037933,Inactive Investor,Benjamin Orem,,"Concorde Investment Services, LLC San Francisco CA 44 Montgomery St",,,Salesforce
10970806,Inactive Investor,Divya Shah,,"RBC Capital Markets, LLC",,,Salesforce
9975,,Rick Aaberg,,United States,raaberg@aol.com,,
9548096,,Jürgen Geier,,,juergen@geier.ltd,,List import
237493,, -,,[[Unknown]],betoj30@yahoo.com,,
11019369,Inactive Investor,Benjamin Newton,Chief Compliance Officer;President,EVA Investing LLC,,,Salesforce
9546936,,Kevin Schumacher,,,kmikhael2021@gmail.com,,List import
11145050,Inactive Investor,Gary Bronheim,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,gary.bronheim@morganstanley.com,,Salesforce
10616071,,Alexandra Keck,,,allie.m.keck@ampf.com,,List Import
10619818,,James Davis,,,jdavis@pmanetwork.com,,List Import
10879527,Inactive Investor,Nicholas Hope,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nicholas.hope@fidelity.com,,Salesforce
342094,,Benjamin Krause,Director,3i Corporation,benjamin.krause@3i.com,121-284-81400,Manual List Upload
11209873,Inactive Investor,William Postma,,LPL Financial LLC Grandville MI 3784 30th St SW,william.postma@lpl.com,,Salesforce
10819362,Inactive Investor,Bruce Auerbach,,"World First Financial Services, Inc.",bauerbach@worldfinancial.net,,Salesforce
10992762,Inactive Investor,David Vitela,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
10896104,Inactive Investor,Tyre Post,Chief Compliance Officer;Managing Member;Principal,P&P Wealth Management LLC,,,Salesforce
11092029,Inactive Investor,Matthew Wochos,,"Osaic Wealth, Inc. Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
11189814,Inactive Investor,Keith Collins,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,,,Salesforce
10860354,Inactive Investor,Blain Bogar,Financial Advisor,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,blain.bogar@lpl.com,,Salesforce
10505808,,Nabil Bouab,financial advisor,"Garden State Investment Advisory Services, LLC",bilo@gardenstatesecurities.com,2012487158,List import
11063051,Inactive Investor,Jason Snipe,Chief Compliance Officer;President;Principal,Odyssey Capital Advisors Inc.,jsnipe@odysseyadvice.com,,Salesforce
10776695,Inactive Investor,Terry Joerger,Analyst - Institutional Consulting;Assistant Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,terry.joerger@morganstanley.com,,Salesforce
10961667,Inactive Investor,Christopher Mueller,,Neuberger Berman BD LLC,christopher.mueller@nb.com,,Salesforce
11288657,Active Investor,Dominic Coryell,,Dominic Coryell,niquecoryell@gmail.com,16174803669,Salesforce
10619384,,Stephen Scaccia,,,stephen.scaccia@morganstanley.com,,List Import
10902007,Inactive Investor,Cheryl Botkin,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11191218,Inactive Investor,Patrick Clough,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,"Harvest Volatility Management, LLC New York NY 420 Lexington Ave",jclough@hvm.com,,Salesforce
10937834,Inactive Investor,Berenice Moreno,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,bmoreno@primerica.com,,Salesforce
216917,,Kallene Faris,,[Unknown],kallene.m.faris@mwarep.org,,Event
10876343,Inactive Investor,Hyun Jin Kim,,Citigroup Global Markets Inc.,,,Salesforce
8480739,,Bruce Zirpel,,"FRG, LLC",bzirpel@frgrp.com,(402) 505-3670,List Import
195385,,Karan Singal,,[Unknown],ksingal.lse@gmail.com,,source
11039938,Inactive Investor,Bradley Carnahan,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Carnahan Capital Management, LLC",brad@carnahan-capital.com,,Salesforce
10938191,Inactive Investor,Jacob Wirgau,Financial Advisor,Edward Jones Canton MI 5958 N Canton Center Rd,jacob.wirgau@edwardjones.com,,Salesforce
9606812,,Dustin sellers,,,sellers1002@gmail.com,,List import
11180589,Inactive Investor,Teogonio Ayala,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",teo.ayala@truist.com,,Salesforce
10924325,Inactive Investor,Rasik Shah,,"Raymond James Financial Services, Inc. Santa Ana CA 225 Memory Ln",rasik.shah@raymondjames.com,,Salesforce
11041552,Inactive Investor,Jennifer Mayer,Vice President;Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,jennifer.r.mayer@jpmorgan.com,,Salesforce
10961714,Inactive Investor,Shannon Duffy,,"U.S. Bancorp Investments, Inc. Chicago IL 209 S La Salle St",,,Salesforce
11200890,Inactive Investor,Ariel Monsivais,,Cetera Advisor Networks LLC Romeoville IL 656 Bridgeman Ln,,,Salesforce
9599334,,Stefan Simpson,,,stefan.simpson@lpl.com,,List import
10856316,Inactive Investor,Frank Lundy,,"Osaic Wealth, Inc. Columbia SC Private Residence",,,Salesforce
9561581,,Adam Droker,,,adroker@waterrockglobal.com,,List import
11135838,Inactive Investor,Benjamin Coppock,Financial Professional,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",benjamin.coppock@equitable.com,,Salesforce
371801,,Spencer Tuck,,United States,tucks1103@gmail.com,,Salesforce
10987693,Inactive Investor,Joshua Dotson,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
11116505,Inactive Investor,Kaitlyn Fenton,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10995495,Inactive Investor,Jeff Wunsch,Financial Professional,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",jeff.wunsch@equitable.com,,Salesforce
10862701,Inactive Investor,Brandy Ariza,,"Raymond James Financial Services, Inc. Houston TX 9100 Westview Dr",brandy.ariza@raymondjames.com,,Salesforce
9575600,,Holly Gruba,,,holly.gruba@securitiesamerica.com,,List import
11219749,,Kelly Johnson,,,kelly.johnson@schwab.com,,Other
11089574,Inactive Investor,David Ackel,Financial Professional,"Next Financial Group, Inc. Cedar Park TX 4101 Arrow Wood Rd",,,Salesforce
11137101,Inactive Investor,Victoria Albanese,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",victoria.albanese@ml.com,,Salesforce
9612080,,Bill Eastin,,,bill@franchisecopilots.com,,List import
11174571,Inactive Investor,Nathan Hockstra,,Edward Jones San Diego CA 4731 Clairemont Dr,,,Salesforce
11117023,Inactive Investor,James Shoemaker,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 13739 Steele Creek Rd",james.shoemaker@ampf.com,,Salesforce
11096009,Inactive Investor,Alan Berkshire,Chief Administrative Officer;General Counsel,EP Wealth Advisors,aberkshire@epwealth.com,,Salesforce
10825085,Inactive Investor,Bernard Didde,Financial Advisor,Edward Jones Topeka KS 5844 SW Huntoon St,jonathan.didde@edwardjones.com,,Salesforce
11002761,Inactive Investor,Noah Clement,,Mutual of America Securities LLC Albany NY 300 Great Oaks Blvd,noah.clement@mutualofamerica.com,,Salesforce
106285,,AMIT JAIN,,Self,amitpcjain@gmail.com,4087185771,
10965772,Inactive Investor,Susan Pilon,,"Manning & Napier Investor Services, Inc. Saint Petersburg FL 150 2nd Ave N",spilon@manning-napier.com,,Salesforce
10860169,Inactive Investor,Robert Phebus,Financial Advisor,Edward Jones Lebanon OH 46 N Broadway St,michael.phebus@edwardjones.com,,Salesforce
10881800,Inactive Investor,Jill Wood,Chief Compliance Officer;Investment Advisor Representative;Principal,"FreeWood Private Wealth Management, LLC Columbus OH 752 High St",,,Salesforce
11156849,Inactive Investor,Brian Enoka,Financial Consultant,LPL Financial LLC Honolulu HI 500 Ala Moana Blvd,brian.enoka@lpl.com,,Salesforce
11114569,Inactive Investor,John Jenkins,,"CapFinancial Securities, LLC. Wichita KS 1625 N Waterfront Pkwy",,,Salesforce
11086433,Inactive Investor,Zachary Harvell,,J.P. Morgan Securities LLC Dallas TX 7196 Skillman St,zachary.t.harvell@chase.com,,Salesforce
351424,,Eric Larson,,Long Wharf Capital Llc,eric.larson@longwharf.com,617-250-7260,Manual List Upload
10837309,Inactive Investor,Jonathan Baird,Managing Member;Partner;Wealth Manager,Mustard Seed Wealth Management,jon@msfwm.com,,Salesforce
11153448,Inactive Investor,Charles Kerr,,"Cambridge Investment Research, Inc. Mayfield Heights OH Private Residence",,,Salesforce
10659766,,Rebecca Cosby,,,rebecca.cosby@raymondjames.com,,List Import
11204657,Inactive Investor,Jeffrey Mayner,,PFS Investments Inc. Virginia Beach VA 780 Lynnhaven Pkwy,jmayner@primerica.com,,Salesforce
10783169,Inactive Investor,Traci Hejna,Portfolio Associate,Morgan Stanley Knoxville TN 1111 N Northshore Dr,traci.hejna@morganstanley.com,,Salesforce
9645351,,M Dhar,,,mdhar@hotmail.com,,List import
10970759,Inactive Investor,Harold Johnson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11092287,Inactive Investor,Kenneth Whittenbury,Financial Advisor,Edward Jones La Palma CA 6 Centerpointe Dr,ken.whittenbury@edwardjones.com,,Salesforce
346203,,Shyamal Swami,Senior Associate,Frazier Healthcare Partners,shyamal.swami@frazierhealthcare.com,206-621-7200,Manual List Upload
11048665,Inactive Investor,Jacob Martin,Client Advisor,The Joseph Group Capital Management,jake.martin@josephgroup.com,,Salesforce
10661575,,Mark Majewski,,,mmajewski@keeleyteton.com,,List Import
10612994,,Matthew Lerman,"Financial Advisor, Senior Financial Advisor",,mlerman@sentinelsolutions.com,,List Import
10995960,Inactive Investor,Joseph Murray,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 2945 Banksville Rd",joseph.murray@nm.com,,Salesforce
10908810,Inactive Investor,Christopher Floyd,Financial Advisor,Edward Jones Lake Wales FL 2800 Ridge Way,casey.floyd@edwardjones.com,,Salesforce
11210322,Inactive Investor,Gregory Hayes,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",greg_hayes@ml.com,,Salesforce
11055748,Inactive Investor,Luis Burga,,"Farmers Financial Solutions, LLC Covina CA 426 N Barranca Ave",lburga@farmersagent.com,,Salesforce
11072626,Inactive Investor,James Cannan,,"Wells Fargo Advisors Financial Network, LLC Downers Grove IL 4829 Middaugh Ave",james.cannan@wfafinet.com,,Salesforce
10926571,Inactive Investor,Alex Wall,Financial Consultant,"Charles Schwab & Co., Inc. San Diego CA 7510 Hazard Center Dr",alex.wall@schwab.com,,Salesforce
334259,,Harmon Laurin,,Mercer Global Advisors Inc.,hlaurin@merceradvisors.com,(503) 419-3938,
10978936,Inactive Investor,Phoenix Smith,,LPL Financial LLC Canonsburg PA 1800 Main St,phoenix.smith@lpl.com,,Salesforce
9602783,,Clay Cochran,,,clay@ajwealthllc.com,,List import
9639724,,Nancy Lord,,,nlord@town.swampscott.ma.us,,List import
368073,,Ashley Nevins,President,,ashleynevins@att.net,,Webinar
10072868,,Noah Andersson,,,nnnoahandersson@gmail.com,,Web Form Fillout
10907290,Inactive Investor,James Duke,,"Osaic Wealth, Inc. American Fork UT 12 W 100 N",,,Salesforce
10619083,,Matthew Fitzpatrick,,,matthew.fitzpatrick@morganstanley.com,,List Import
10846728,Inactive Investor,Charles Campana,,Lincoln Investment Saint Petersburg FL 780 94th Ave N,charlescampana@lincolninvestment.com,,Salesforce
10773761,Inactive Investor,Jane Ogrizovich,Chief Compliance Officer;Vice President,OFM Wealth,,,Salesforce
11004858,Inactive Investor,Nadine Chalhoub,,J.P. Morgan Securities LLC Newport Beach CA 3152 W Balboa Blvd,nadine.chalhoub@jpmorgan.com,,Salesforce
9466547,,Prashant Ramachandra,,Prashant Ramachandra,prash1rama@gmail.com,,source
10929179,Inactive Investor,Aaron Dahle,,Cetera Financial Specialists LLC West Jordan UT 8545 S Redwood Rd,,,Salesforce
10395893,,Christophe CAYEUX,,,cayeuxch@free.fr,,Web Form Fillout
10880520,Inactive Investor,Rodney Luery,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10789875,Inactive Investor,Charles Gits,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,charles.j.gits@ubs.com,,Salesforce
10837411,Inactive Investor,Brian White,Financial Advisor,Robert W. Baird & Co. Incorporated Midland MI 3320 Ridgecrest Dr,bjwhite@rwbaird.com,,Salesforce
10778432,Inactive Investor,Mark Hillman,Chief Executive Officer;Chief Investment Officer;Regulatory Contact,Hillman Capital Management Inc,mark@hillmancapital.com,,Salesforce
9580240,,Daniel Madia,,,dmadia@ayco.com,,List import
11069975,Inactive Investor,Adam Kilgo,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",adam.kilgo@tiaa.org,,Salesforce
11114091,Inactive Investor,James Baxter,,"Cambridge Investment Research, Inc. Marietta GA 320 Cherokee St NE",,,Salesforce
10817756,Inactive Investor,David Hamlin,,"Kestra Investment Services, LLC Milledgeville GA 2727 N Columbia St",,,Salesforce
11183239,Inactive Investor,Keith Toussaint,,"The Investment Center, Inc. Toms River NJ 730 Jamaica Blvd",ktoussaint@investmentctr.com,,Salesforce
10850141,Inactive Investor,Ricky Higgins,,"First Heartland Capital, Inc. Spartanburg SC 350 E Saint John St",rhiggins@firstheartland.com,,Salesforce
10881620,Inactive Investor,Andrew Drane,Financial Advisor,Edward Jones Madison WI 6411 Mineral Point Rd,andrew.drane@edwardjones.com,,Salesforce
10616494,,Ronald Petrucci,,,ronald.petrucci@primerica.com,,List Import
11206335,Inactive Investor,Anastasios Ziamparas,,NYLIFE Securities LLC Glenview IL 1741 Monterey Dr,atziampara01@ft.newyorklife.com,,Salesforce
11005612,Inactive Investor,Todd Shelly,,Vanguard Marketing Corporation,todd_shelly@vanguard.com,,Salesforce
11076216,Inactive Investor,Kyle Becton,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,kyle.becton@jpmorgan.com,,Salesforce
10827382,Inactive Investor,Duncan McRae,Financial Advisor,LPL Financial LLC Rapid City SD 4116 Heidiway Ct,duncan.mcrae@lpl.com,,Salesforce
10792784,Inactive Investor,Michael Berardi,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",michael.berardi@wfadvisors.com,,Salesforce
11034362,Inactive Investor,Micheal Floyd,,"Cambridge Investment Research, Inc. Myrtle Beach SC 1500 Hwy 17 N",,,Salesforce
10616431,,Andrew Minehart,,,andrew.minehart@edwardjones.com,,List Import
10755360,Inactive Investor,Yvonne Silguero,Financial Advisor,LPL Financial LLC McAllen TX 520 E Nolana Ave,yvonne.silguero@lpl.com,,Salesforce
10820944,Inactive Investor,Michelle Bearducci,Executive Vice President;Owner;Principal,"Vantage Financial Group, Inc.",,,Salesforce
207939,,Eric Colson,Chief Executive Officer,Artisan Partners Limited Partnership,eric.colson@artisanpartners.com,414-390-6100,Manual List Upload
8,,,,,k.scotty01@cajsoft2020.plus.com,,
10936373,Inactive Investor,Derek Johnson,,PFS Investments Inc. Jacksonville FL 4686 Sunbeam Rd,derek.johnson@primerica.com,,Salesforce
9628983,,Maxime Lagane,,,maximelagane@hotmail.com,,List import
11151888,Inactive Investor,Jack Raymond,First Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",jack_raymond@ml.com,,Salesforce
10896063,Inactive Investor,Chester Holsinger,Financial Advisor,LPL Financial LLC Luray VA 705 E Main St,brad.holsinger@lpl.com,,Salesforce
177208,,Alexander Kalis,"Managing Partner, Senior Portfolio Manager & Head - Investments",[Unknown],alex@milltrust.com, +44 (0)20 8123 8316,Database Upload
11044578,Inactive Investor,Steven Rothel,,J.P. Morgan Securities LLC Dover OH 301 W 3rd St,,,Salesforce
11188698,Inactive Investor,Lisa Tesar,,LPL Financial LLC Cedar Rapids IA 201 1st St SE,lisa.tesar@lplfinancial.com,,Salesforce
9586759,,Dirk Quayle,,,dquayle@nextcapital.com,,List import
10780215,Inactive Investor,Kimberly Rountree,,"Wells Fargo Clearing Services, LLC Monroe LA 2407 Broadmoor Blvd",kim.rountree@wellsfargoadvisors.com,,Salesforce
11219525,,Matthew Saltzgaber,,,matt.saltzgaber@lpl.com,,Other
11079145,Inactive Investor,Kun-Er Lu,Financial Advisor,LPL Financial LLC Rancho Mission Viejo CA Private Residence,rebecca.lu@lpl.com,,Salesforce
11185448,Inactive Investor,King Wu,Premier Banker,"Wells Fargo Clearing Services, LLC Oakland CA 2040 Franklin St",king.wu@wellsfargo.com,,Salesforce
11203183,Inactive Investor,Anne Mcphail,Director;Member,Novare Capital Management,amcphail@novarecapital.com,,Salesforce
11102216,Inactive Investor,Eric Dieker,,Cetera Advisor Networks LLC Emporia KS 2526 W 15th Ave,eric.dieker@ceterawealth.com,,Salesforce
10778214,Inactive Investor,Gregory Gibson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",gregory.gibson@ml.com,,Salesforce
11129843,Inactive Investor,Mark Morasky,,"Steward Partners Investment Solutions, LLC Walnut Creek CA 2121 N California Blvd",,,Salesforce
211962,,Christine Cai,,[Unknown],cai_christine@hotmail.com,,Direct
10832992,Inactive Investor,Tanya Cole,,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,tanya.m.cole@jpmorgan.com,,Salesforce
11212537,Inactive Investor,Kaye Miller,Investment Advisor Representative,"Osaic FA, Inc. Charlotte NC 6000 Fairview Rd",,,Salesforce
9554440,,Luke Templeman,,,luke.templeman@db.com,,List import
11014337,Inactive Investor,William Walsh,Wealth Advisor,Corient San Diego CA 12265 El Camino Real,billy.walsh@corient.com,,Salesforce
11028661,Inactive Investor,Jayne Cole,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
11208552,Inactive Investor,Joy Olivier,,Park Avenue Securities LLC Stockton CA 2027 Grand Canal Blvd,joy_olivier@glic.com,,Salesforce
11156964,Inactive Investor,Mark Yates,,Wealth Strategies Group,mark@wealthstrategiesgroup.com,,Salesforce
10785769,Inactive Investor,Ivy Stiles,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",blake.stiles@wellsfargo.com,,Salesforce
10759545,Inactive Investor,Frank Dolce,,"RBC Capital Markets, LLC Chester NJ 223 Main St",frank.dolce@rbc.com,,Salesforce
9613388,,Stephanie Braming,,,sbraming@williamblair.com,,List Import
9579881,,Harris Ross,,,harris.k.ross@gmail.com,,List import
11006488,Inactive Investor,Wayne Rector,,NYLIFE Securities LLC Saint Louis MO 4614 Macklind Ave,wrector@ft.newyorklife.com,,Salesforce
10859840,Inactive Investor,Mary Ng,,J.P. Morgan Securities LLC Little Neck NY 25234 Northern Blvd,mary.w.ng@chase.com,,Salesforce
241092,Inactive Investor,Christine Loughlin,,NEPC,cloughlin@nepc.com,(617) 374-1300,Database Upload
11176287,Inactive Investor,John Weddle,Owner,PFS Investments Inc. Anchorage AK 341 W Tudor Rd,john.weddle@primerica.com,,Salesforce
10978566,Inactive Investor,Alexander Macfarlane Smith,,"Cambridge Investment Research, Inc. Denver CO 730 17th St",,,Salesforce
10881235,Inactive Investor,Karen Coles,,LPL Financial LLC Syracuse NY 706 N Clinton St,karen.coles@lpl.com,,Salesforce
10831689,Inactive Investor,Gloria Goode,,"Cambridge Investment Research, Inc. Winchester VA 136 Creekside Ln",ggoode@cambridgesecure.com,,Salesforce
10874020,Inactive Investor,Rosa Bonnet,,LPL Financial LLC Port Saint Lucie FL 540 NW University Blvd,rosa.bonnet@lpl.com,,Salesforce
10947870,Inactive Investor,Tracy Auerbach,,Vanguard Marketing Corporation,tracy_auerbach@vanguard.com,,Salesforce
10849358,Inactive Investor,Michael Kokoskie,,B. Riley Wealth Management Miami FL 14 NE 1st Ave,,,Salesforce
10979974,Inactive Investor,Brian Baldwin,,Commonwealth Financial Network Orange CA 333 City Blvd W,bbaldwin@commonwealth.com,,Salesforce
11039808,Inactive Investor,Yuriy Royzman,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",yuriy.royzman@wellsfargoadvisors.com,,Salesforce
10872965,Inactive Investor,Aimee Lloyd,Financial Advisor,Winthrop Wealth Bellevue WA 10900 NE 4th St,,,Salesforce
10765893,Inactive Investor,John Boyle,,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",john.boyle@wellsfargoadvisors.com,,Salesforce
10798771,Inactive Investor,Jason Pryor,Branch Manager;Director,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,jason.pryor@ubs.com,,Salesforce
11156512,Inactive Investor,Anwar Almond,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",anwar.almond@ml.com,,Salesforce
10755567,Inactive Investor,Timothy O'Brien,,Intervest International Equities Corporation,tim.obrien@intervestintl.com,,Salesforce
183658,,Philip Chin,,[Unknown],tenchilchin@hotmail.com,,Direct
11054619,Inactive Investor,Stephen Roesner,,Cetera Investment Services LLC Fairmont MN 105 Lake Ave,stephen.roesner@ceterais.com,,Salesforce
11230250,Inactive Investor,Michael Meisberger,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,mrmeisberger@ft.newyorklife.com,,Salesforce
9566866,,Bhueidech Tanti,,,i-pu@windowslive.com,,List import
203126,,Allen Feng,,BC Capital,allen.feng@bccapital.com,,Organic Search
11052606,Inactive Investor,Douglas Connolly,Chief Compliance Officer;Director - Operations,Taylor Frigon Capital Management LLC,dconnolly@taylorfrigon.com,,Salesforce
9566426,,Jerome Johnson -,,,drconstruction9696@gmail.com,,List import
9552723,,Samuel Read,,,sread@masoncap.com,,List import
10824023,Inactive Investor,Tammy Nevil,Portfolio Associate,Morgan Stanley Nashville TN 3102 West End Ave,tammy.nevil@morganstanley.com,,Salesforce
10644984,,Walter Leja,,,walter.leja@nm.com,,List Import
11161142,Inactive Investor,Michelle Fleter,Assistant Vice President;Financial Planning Associate;Wealth Management Associate,Morgan Stanley Sarasota FL 2 N Tamiami Trl,michelle.fleter@morganstanley.com,,Salesforce
9543969,,Tom Pirolo,,,trpirolo1@gmail.com,,List import
10851189,Inactive Investor,Gweneth Montgomery,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10892931,Inactive Investor,Mary Gunn,Registered Associate,Commonwealth Financial Network Friendswood TX 1550 W Bay Area Blvd,mgunn@commonwealth.com,,Salesforce
9622325,,john bernabei,,,john.bernabei@rscapital.com,,List import
10842738,Inactive Investor,Thomas Chandler,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",thomas.chandler@ampf.com,,Salesforce
224614,,kristina walcker,,[Unknown],kristina@bitwala.com,,
10790891,Inactive Investor,Jesus Arroyo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. El Paso TX 4141 Pinnacle St",jesus.arroyo@schwab.com,,Salesforce
10915489,Inactive Investor,Colin Soyer,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",,,Salesforce
11145376,Inactive Investor,Timothy Hartland,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wichita KS 8301 E 21st St N",tim.hartland@wfafinet.com,,Salesforce
9628370,,Nimesh Patel,,,nimesh810@gmail.com,,List import
10959928,Inactive Investor,Sean Pelinsky,Financial Advisor,PNC Investments Erie PA 5001 Peach St,sean.pelinsky@pnc.com,,Salesforce
11184970,Inactive Investor,Mark Luhtanen,Financial Advisor,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",mark.luhtanen@wellsfargoadvisors.com,,Salesforce
9556832,,Jeffrey Overson,,,overson.jeff@principal.com,,List import
10798512,Inactive Investor,Susan Vaher,Financial Advisor,Edward Jones Hillsboro OH 1019 W Main St,susan.vaher@edwardjones.com,,Salesforce
11114320,Inactive Investor,Thomas Hurt,,Cetera Financial Specialists LLC Lombard IL 101 Orchard Ter,thomas.hurt@ceterafs.com,,Salesforce
11188769,Inactive Investor,Christine McCasland,Executive Director,Morgan Stanley Scranton PA 111 N Washington Ave,christine.cognetti@morganstanley.com,,Salesforce
10940809,Inactive Investor,Theresa Mystic,,PNC Investments Cleveland OH 1900 E 9th St,theresa.mystic@pnc.com,,Salesforce
10846981,Inactive Investor,Jody Wilson,,Country Capital Management Company,jody.wilson@countryfinancial.com,,Salesforce
10798796,Inactive Investor,Ann Morris,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",ann-marie_morris@ml.com,,Salesforce
9610059,,Michael Benevento,,,mbenevento@beesefulmer.com,,List import
188198,,Marc Iyomasa,,[Unknown],miyomasa@hotmail.com,,source
9572369,,Barbara Younger,,,byounger@deerfield.com,,List import
11035525,Inactive Investor,Roly Masias,,PFS Investments Inc. Springfield VA 7406 Alban Station Ct,rmasias@primerica.com,,Salesforce
10987966,Inactive Investor,Heather Mooney,,LPL Financial LLC,heather.mooney@lpl.com,,Salesforce
11174999,Inactive Investor,Traci Mcfadden,,"Cambridge Investment Research, Inc. Imperial PA 223 Main St",,,Salesforce
9586640,,Audra Higgins,,,ahiggins@simmonscapitalgroup.com,,List import
11070331,Inactive Investor,Michael Wallensack,Financial Advisor,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",michael.f.wallensack@wellsfargoadvisors.com,,Salesforce
10968649,Inactive Investor,Robert Tran,,LPL Financial LLC San Jose CA 2010 N 1st St,robert.tran@lpl.com,,Salesforce
10885429,Inactive Investor,John Paradise,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10774779,Inactive Investor,Mark Sheinkopf,Financial Planner,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",mark.sheinkopf@prudential.com,,Salesforce
192092,,Ricky pramana Putra,,[Unknown],riki.cahelex@gmail.com,,source
10806394,Inactive Investor,Bruce Tolbert,,"Saxony Securities, Inc. Traverse City MI 236 1/2 E Front St",,,Salesforce
9557734,,Jose Mendoza,,,jmluis984@gmail.com,,List import
334559,,Luke Kleckner,Sales Manager,Alatus Capital Ltd,luke@aliatower.com,412-273-50011,Manual List Upload
10809200,Inactive Investor,Kathleen Owens,,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",owenska@stifel.com,,Salesforce
10824149,Inactive Investor,Pooja Hemnani,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11003680,Inactive Investor,Thomas Lovett,Financial Professional,"Equitable Advisors, LLC Sebring FL 2157 US Hwy 27 S",cullen.lovett@equitable.com,,Salesforce
10844488,Inactive Investor,Andrew Esquivel,,State Farm VP Management Corp. Healdsburg CA 637 Healdsburg Ave,,,Salesforce
11211130,Inactive Investor,John Matheny,Financial Advisor,"Wells Fargo Clearing Services, LLC Kannapolis NC 1501 S Cannon Blvd",john.matheny@wellsfargoadvisors.com,,Salesforce
11040033,Inactive Investor,Harold Basilio,,"Osaic Wealth, Inc. Honolulu HI 1341 Kapiolani Blvd",,,Salesforce
11161410,Inactive Investor,Keith Eig,,"M Holdings Securities, Inc. Bethesda MD 7315 Wisconsin Ave",keith.eig@mfin.com,,Salesforce
11093784,Inactive Investor,Donald Christensen,,"FBL Marketing Services, LLC Omaha NE 2065 N 120th St",don.christensen@fbfs.com,,Salesforce
335772,,Julia Pham,,Halbert Hargrove,jpham@halberthargrove.com,562-435-5657,
11063186,Inactive Investor,Michael Jankowski,Chief Compliance Officer;Founder;President,"Parkview Asset Management, Inc.",,,Salesforce
9579135,,Kevin Renne,,,krenne@jfswa.com,,List import
10970151,Inactive Investor,Stefan Holczer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11192261,Inactive Investor,Michael Unger,Managing Member;Portfolio Manager,Boston Family Office LLC,,,Salesforce
11240766,,Tatiana Guemhe,,,tatianaguemhe@yahoo.fr,,Web Form Fillout
11087505,Inactive Investor,Kyle Schulze,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,kyle.schulze@fidelity.com,,Salesforce
11011352,Inactive Investor,Peter Vitale,Financial Advisor,Park Avenue Securities LLC Staten Island NY 6939 Amboy Rd,peter_vitale@glic.com,,Salesforce
11131859,Inactive Investor,Jeffrey Jones,,"Liberty Partners Financial Services, LLC",,,Salesforce
10911490,Inactive Investor,Kevin Coon,,"FBL Marketing Services, LLC Evansville IN 1010 W Buena Vista Rd",kevin.coon@fbfs.com,,Salesforce
10837142,Inactive Investor,Luke Corrado,Member,"Corrado Advisors, LLC Ramsey NJ 48 S Franklin Tpke",,,Salesforce
11235356,Inactive Investor,Justin Pierce,Wealth Management Advisor,Terra Wealth York PA Private Residence,jleepierce@terrawealth.com,,Salesforce
10805235,Inactive Investor,Diane Connor,,"Sendero Securities, LLC",dconnor@sendero.com,,Salesforce
10646034,,Anne Heekin,,,anne.heekin@morganstanley.com,,List Import
9594388,,James Chung,,,james@roc-bridge.com,,List import
10776282,Inactive Investor,Brett Cohen,Financial Advisor;Senior Investment Management Specialist;Senior Vice President,Morgan Stanley Miami FL 9130 S Dadeland Blvd,,,Salesforce
11135906,Inactive Investor,Linda Suchocki,Regional Vice President,PFS Investments Inc. Buffalo NY 490 Center Rd,linda.suchocki@primerica.com,,Salesforce
10858459,Inactive Investor,John Purzner,Associate Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Tulsa OK 8801 S Yale Ave",mike.purzner@ampf.com,,Salesforce
244056,,Christopher Lanza,Sr Managing Director,Foreside Financial Group,clanza@foreside.com,12075537145,Manual List Upload
11110866,Inactive Investor,Heather Wright,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",heather.wright@rbc.com,,Salesforce
11078613,Inactive Investor,Christopher Gervasi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11087396,Inactive Investor,Enoch Chatman,,PFS Investments Inc. San Clemente CA 100 S Ola Vis,enoch.chatman@primerica.com,,Salesforce
10919814,Inactive Investor,Ruth Freitas,,LPL Financial LLC Morgan Hill CA 206 Tennant Sta,ruth.freitas@lpl.com,,Salesforce
10785329,Inactive Investor,Amanda Etheridge,,"Citizens Securities, Inc. Salem NH 45 S Broadway",amanda.j.saari@ccoinvest.com,,Salesforce
206186,,Brenton Nicholls,,[Unknown],brenton.nicholls@pm.me,,
10979174,Inactive Investor,Robert Young,,PFS Investments Inc. Torrance CA 20100 S Western Ave,robert.young@primerica.com,,Salesforce
11065359,Inactive Investor,Kimberly Kettler,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",kettlerk@stifel.com,,Salesforce
9607466,,Derek Johnston,,,djohnston@conestogacapital.com,,List import
11068872,Inactive Investor,Dawn Bizjak,,The Huntington Investment Company Painesville OH 7529 Crile Rd,,,Salesforce
11039010,Inactive Investor,Robert Ostapower,Client Service Associate,"NetWorth Financial Services, LLC",robertostapower@networthfs.com,,Salesforce
10753413,Inactive Investor,Brian Esway,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,besway@ft.newyorklife.com,,Salesforce
248325,,Tara Muller,Head of Off Exchange Liquidity,Virtu,tmuller@virtu.com,,Manual List Upload
9555063,,Rebecca Beyan,,,rbryan@visquest.biz,,List import
11222922,,Hrh Prince Pavlos Of Greece,,,pavlos@orteliuscapital.com,,List import
10924115,,Patrick Young,,,patrick@grayscale.com,,List Import
11129134,Inactive Investor,Robert McKoy,Senior Vice President,"Capitol Securities Management, Inc. Wilmington NC 1900 Eastwood Rd",mmckoy@capitolsecurities.com,,Salesforce
9612321,,Daniel ly,,,hellodaniel123@hotmail.co.uk,,List import
9586470,,Kent McQuade,,,kmcquade@ayco.com,,List import
10866892,Inactive Investor,Steven Smith,,State Farm VP Management Corp. Katy TX 1806 Avenue D,steven.smith.l23v@statefarm.com,,Salesforce
339686,,Wayne Cantwell,Managing Member,"Decathlon Capital Management Ii, Llc",wcantwell@decathloncapital.com,435-200-1051,Manual List Upload
11211202,Inactive Investor,Judd Azoulay,Senior Client Associate,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",judd.azoulay@wellsfargoadvisors.com,,Salesforce
9570718,,Steven Gelber,,,sgelber@hightoweradvisors.com,,List import
9634721,,Kaleb Blythe,,,kaleb@garnettinvestments.com,,List import
11003132,Inactive Investor,Brandon Evancevich,Financial Advisor,Edward Jones Virginia MN 5467 Mountain Iron Dr,brandon.evancevich@edwardjones.com,,Salesforce
11080084,Inactive Investor,Ross Evans,Financial Advisor,Edward Jones Mount Pleasant SC 966 Houston Northcutt Blvd,ross.evans@edwardjones.com,,Salesforce
11014632,Inactive Investor,Kai Mayahara,,William Blair,kmayahara@williamblair.com,,Salesforce
10785017,Inactive Investor,Marvin Kang,,"U.S. Bancorp Advisors, LLC Tustin CA 13300 Newport Ave",marvin.kang@uboc.com,,Salesforce
11201666,Inactive Investor,Mark Egbert,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,mark.egbert@primerica.com,,Salesforce
10828977,Inactive Investor,Natalie Isla,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
10843891,Inactive Investor,Christopher Sassone,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
11208476,Inactive Investor,Andrew Graham,,"Raymond James Financial Services, Inc. Katy TX 24658 Kingsland Blvd",andrew.graham@raymondjames.com,,Salesforce
10913243,Inactive Investor,Neal Conner,,Vanguard Marketing Corporation,neal_conner@vanguard.com,,Salesforce
11192128,Inactive Investor,Nicholas Ettelbrick,Financial Advisor,Edward Jones Lisle IL 4745 Main St,nick.ettelbrick@edwardjones.com,,Salesforce
11116546,Inactive Investor,Bryan Bartholow,,J.P. Morgan Securities LLC Bel Air MD 600 Marketplace Dr,bryan.bartholow@jpmorgan.com,,Salesforce
10973587,Inactive Investor,Deborah Re,,LPL Financial LLC Charlotte NC 11215 N Community House Rd,deborah.re@lpl.com,,Salesforce
10988522,Inactive Investor,Jesse Sobelson,,EF Hutton LLC,,,Salesforce
10968907,Inactive Investor,Brittany Hall,,PFS Investments Inc. Houston TX 6200 Savoy Dr,brittany.hall@primerica.com,,Salesforce
11200584,Inactive Investor,Judson Doster,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Athens GA 225 S Milledge Ave,judson.doster@morganstanley.com,,Salesforce
10977150,Inactive Investor,William Yank,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",william.yank@nm.com,,Salesforce
11043771,Inactive Investor,Andrew Dibernardo,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",andrew.dibernardo@nm.com,,Salesforce
10786841,Inactive Investor,Suzanne Smith,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,suzanne.smith@fidelity.com,,Salesforce
10857614,Inactive Investor,Michael Kielbasa,Partner,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",michael.kielbasa@equitable.com,,Salesforce
11050230,Inactive Investor,Robert Chesner,,First Liberties Financial,,,Salesforce
10798146,Inactive Investor,Timothy Kelly,Executive Director;Financial Advisor,UBS Financial Services Inc. Westport CT 8 Wright St,timothy.kelly@ubs.com,,Salesforce
11143507,Inactive Investor,Jared Shirk,,"LaSalle St Securities, L.L.C. Laotto IN 6464 Merchants Dr",jshirk@lasallest.com,,Salesforce
11208551,Inactive Investor,Jerry Milam,Financial Representative,Park Avenue Securities LLC Cartersville GA 111 Leake St,,,Salesforce
9578896,,Samantha Rick,,,samantha.rick@firststateinvestments.com,,List import
11106069,Inactive Investor,Carmen Laster,Chief Compliance Officer,"Regent Peak Wealth Advisors, LLC",claster@regentpeakwealth.com,,Salesforce
10801137,Inactive Investor,Kevin McCarthy,,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,kevin.mccarthy@ubs.com,,Salesforce
10833445,Inactive Investor,William Doukas,,"Osaic Wealth, Inc. Pismo Beach CA 310 James Way",wdoukas@royalaa.com,,Salesforce
9597789,,Kim Arthur,,,arthur@mainmgt.com,,List import
9624177,,Dean Gagnon,,,dean.gagnon@intl.cnoocltd.com,,List import
11262251,Inactive Investor,Josh Richter,"Managing Partner, CIO & Chair - Investment Committee",Ohana Advisors,jrichter@ohanaadvisors.com, +1 415 479 9153,Manual List Upload
11113840,Inactive Investor,Raymond Singh,,LPL Financial LLC Scottsdale AZ 10565 N 114th St,raymond.singh@lpl.com,,Salesforce
10973880,Inactive Investor,Andrew Krajewski,,"Edge Financial Advisors, LLC",,,Salesforce
11087636,Inactive Investor,Margaret Walker,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",peggy.walker@bofa.com,,Salesforce
10923089,Inactive Investor,Natalie Oreilly,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9590767,,Alex Zarate,,,alexei.zarate@gmail.com,,List import
10987877,Inactive Investor,Eric Mcintyre,,"Osaic FA, Inc. Cockeysville MD 201 International Cir",eric.mcintyre@lfg.com,,Salesforce
9611342,,Shravan Nair,,,itsmeshravs@gmail.com,,List import
11033617,Inactive Investor,Lefranc Menes,,"Allstate Financial Services, LLC Poughkeepsie NY 47 Civic Center Plz",lefrancmenes@allstate.com,,Salesforce
11126619,Inactive Investor,Brandon Meza,,"Principal Securities, Inc. San Diego CA 4370 La Jolla Village Dr",meza.brandon@principal.com,,Salesforce
9570472,,Tom Principato,,,tprincipato@gmail.com,,List import
4271092,,Hector Andrade,,,unohector@aol.com,,Web Form Fillout
231180,, -,,[[Unknown]],bsackaroff@aol.com,,
10952605,Inactive Investor,Michael Wilson,Financial Consultant,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",michael.wilson@equitable.com,,Salesforce
10892955,Inactive Investor,Beau Goff,,"Raymond James Financial Services, Inc. Madison WI 5590 Monona Dr",beau.goff@raymondjames.com,,Salesforce
9619002,,JACOB GRAY,,,crypto@graymailbox.com,,List import
11190931,Inactive Investor,Ashley Baumgardner,Chief Compliance Officer,"BLVD Private Wealth, LLC",ashley@blvdpw.com,,Salesforce
9579867,,Kimberly Hayes,,,kimberly.hayes@citizensbank.com,,List import
11047781,Inactive Investor,Rommel Fernandez,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,rommel.fernandez@primerica.com,,Salesforce
116461,,George Blenner,Member,"Summit Financial Advisors, Llc",gblenner@summitfa.net,215-579-1005,Manual List Upload
11199253,Inactive Investor,Jennifer Migdal,,Cove Wealth Management Albuquerque NM 2125 Wyoming Blvd NE,,,Salesforce
10880220,Inactive Investor,Ron Daniel,Private Client Advisor,J.P. Morgan Securities LLC Yonkers NY 762 Central Park Ave,ron.daniel@jpmorgan.com,,Salesforce
11054395,Inactive Investor,Geoffrey Gilbert,Chief Compliance Officer;Investment Advisor;Managing Member;Owner;Portfolio Manager,"Inukshuk Investments, LLC",gilbert@inukshukinvestments.com,,Salesforce
117797,,Christopher Price,"Advisor, Financial Professional, Investment Advisor","MML Investors Services, LLC",christopherprice@financialguide.com,954-625-1531,
11097282,Inactive Investor,James Frank,,"Raymond James Financial Services, Inc. Lake Oswego OR 4900 Meadows Rd",james.frank@raymondjames.com,,Salesforce
10939801,Inactive Investor,Joseph Noah,,"Pruco Securities, LLC. Miami FL 1000 Brickell Ave",joseph.noah@prudential.com,,Salesforce
11212736,Inactive Investor,Evan Becerra,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,ebecerra@ft.newyorklife.com,,Salesforce
9575458,,Aziz Zizou,,,syr.aziz7@gmail.com,,List import
11131498,Inactive Investor,Joo-Ok Saeed,,PFS Investments Inc. Madison WI 5950 Seminole Centre Ct,jsaeed@primerica.com,,Salesforce
11168866,Inactive Investor,David Schulte,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",schulted@stifel.com,,Salesforce
11126002,Inactive Investor,David Pagel,,"Harbour Investments, Inc. Cedarburg WI W68N347 Palmetto Ave",,,Salesforce
11117259,Inactive Investor,Tamara Fuhrman,Regional Vice President,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,tamara.fuhrman@primerica.com,,Salesforce
11027718,Inactive Investor,Megan Rowland,,"Northwestern Mutual Investment Services, LLC Amarillo TX 600 S Tyler St",megan.rowland@nm.com,,Salesforce
10823223,Inactive Investor,Hannah Manning,Registered Associate,Morgan Stanley Dayton OH 4380 Buckeye Ln,hannah.warwar@morganstanley.com,,Salesforce
44080,,William Fecht,Financial Consultant,Thrivent Investment Management Inc.,william.fecht@thrivent.com,440-455-9695,
9623544,,arabella fox,,,arabella.fox@hotmail.com,,List import
11038721,Inactive Investor,Trish Le,,"Allstate Financial Services, LLC Burlingame CA 1220 Howard Ave",trishle@allstate.com,,Salesforce
10971639,Inactive Investor,Ronald SaintJuste,,PFS Investments Inc. Orlando FL 5401 S Kirkman Rd,rsaintjuste@primerica.com,,Salesforce
10885691,Inactive Investor,Annette Di Bello,Chief Compliance Officer;Chief Executive Officer;Founder;President,Di Bello Financial,,,Salesforce
9586114,,Joseph Cuetara,,,jcuetara@moorscabot.com,,List import
11047447,Inactive Investor,Mark Westgard,Financial Advisor,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",mark.d.westgard@ampf.com,,Salesforce
11218972,,Ronald Peters,,,petersr@ceteranetworks.com,,Other
11029517,Inactive Investor,Christopher Radzom,Director,"Ameriprise Financial Services, LLC Wildwood MO Private Residence",,,Salesforce
10852366,Inactive Investor,Keith Rechner,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Springfield IL 3161 W White Oaks Dr",keith.rechner@equitable.com,,Salesforce
11067460,Inactive Investor,Louisa Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10750425,Inactive Investor,Andres Venegas Ramirez,,Credicorp Capital LLC Bogota Piso 18,,,Salesforce
11213465,Inactive Investor,Khashayar Rastan,,"Transamerica Financial Advisors, Inc West Palm Beach FL 2749 Exchange Ct",khashayar.rastan@transamerica.com,,Salesforce
105100,,David Thiel,,Thrivent,david.thiel@thrivent.com,,
11073858,Inactive Investor,Gregory Shuman,,"Ameriprise Financial Services, LLC Lafayette LA 1921 Kaliste Saloom Rd",,,Salesforce
10821507,Inactive Investor,Marc Duquette,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",marc.duquette@wellsfargoadvisors.com,,Salesforce
7031640,,Cynthia W Smith,,,adxoipwv@eurokool.com,,Web Form Fillout
10890194,Inactive Investor,Ace Baker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",ace.baker@ml.com,,Salesforce
11056373,Inactive Investor,Thomas Green,Wealth Management Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",tegreen@tiaa-cref.org,,Salesforce
11038580,Inactive Investor,Jacqueline Baquera,Financial Advisor,"Wells Fargo Clearing Services, LLC Henderson NV 2658 W Horizon Ridge Pkwy",jacqueline.baquera@wellsfargoadvisors.com,,Salesforce
3117400,,Gulab Bhai,,,gulagbhai8@gmail.com,,
9541506,,Johnny Lai,,,jlai@axosfinancial.com,,List import
9643037,,Joel Klabo,,,joelklabo@gmail.com,,List import
9588803,,Shalom Buchnik,,,buchniks@gmail.com,,List import
10943428,Inactive Investor,Kenneth Eversfield,,"Western International Securities, Inc.",,,Salesforce
11167318,Inactive Investor,Vincent Pierce,,"Farmers Financial Solutions, LLC Pelham AL 2172 Pelham Pkwy",vpierce@farmersagent.com,,Salesforce
10891133,Inactive Investor,Ethan Abernathy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rome GA 401 Broad St",ethan.abernathy@ml.com,,Salesforce
10808317,Inactive Investor,Jennifer Tokioka,Director,Morgan Stanley San Francisco CA 555 California St,jennifer.tokioka@morganstanley.com,,Salesforce
11147268,Inactive Investor,Dean Shiff,,"Allstate Financial Services, LLC Minneapolis MN 3211 Fernbrook Ln N",deanshiff@allstate.com,,Salesforce
11050700,Inactive Investor,Alfredo Zuniga,,J.P. Morgan Securities LLC Wesley Chapel FL 1747 Bruce B Downs Blvd,al.zuniga@chase.com,,Salesforce
10945455,Inactive Investor,Lee Banchetti,,PNC Investments Houston TX 2200 Post Oak Blvd,lee.banchetti@pnc.com,,Salesforce
11190757,Inactive Investor,Bryan Haggard,Chief Compliance Officer;Chief Executive Officer;Founder,RetireMitten Financial LLC,bryan@retiremitten.com,,Salesforce
10875885,Inactive Investor,Tucker Dunbar,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10827099,Inactive Investor,Nicholas Armellino,,GMS Group Jersey City NJ 111 Town Square Pl,narmellino@gmsgroup.com,,Salesforce
10865529,Inactive Investor,Michael Ciaccio,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.ciaccio@lpl.com,,Salesforce
9615415,,Jinyu Zhang,,,jinyuzhang@tencent.com,,List import
10944772,Inactive Investor,Thomas Kinder,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",,,Salesforce
10657334,,Melinda Stewart,,,melindastewart@financialguide.com,,List Import
11023597,Inactive Investor,Arthur Andrade,,J.P. Morgan Securities LLC Pompano Beach FL 8264 Wiles Rd,arthur.andrade@jpmorgan.com,,Salesforce
11072564,Inactive Investor,Christian Macmillan,Financial Advisor,Edward Jones Olympia WA 1324 Harrison Ave NW,christian.macmillan@edwardjones.com,,Salesforce
11098834,Inactive Investor,Gregory Sorensen,,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",greg.sorensen@tfaconnect.com,,Salesforce
10960846,Inactive Investor,Sarah Fucito,,LPL Financial LLC Honolulu HI 4747 Kilauea Ave,sarah.fucito@lpl.com,,Salesforce
9559501,,Amy Mcgowan,,,amy.mcgowan@citizensbank.com,,List import
9600628,,Emil Nazaretyan,,,enazaretyan@missionwealth.com,,List import
10995365,Inactive Investor,Kazi Ahasan,,J.P. Morgan Securities LLC Cedarhurst NY 446 Central Ave,kazi.ahasan@jpmorgan.com,,Salesforce
9605342,,Scott Gilleland,,,scott.gilleland@glenmede.com,,List import
10644344,,Jon Pratt,,,jon.pratt@duffandphelps.com,,List Import
11133824,Inactive Investor,Chase Perry,,J.P. Morgan Securities LLC North Andover MA 200 Turnpike St,chase.perry@jpmorgan.com,,Salesforce
11192597,Inactive Investor,Gregory Evans,Founder;Managing Member,"Evans Investment Advisors, L.L.C.",wade@eia-br.com,,Salesforce
211707,,Michael Kirk,IP Consultant,Private practice,mkk@att.net,,Content
11190360,Inactive Investor,Sean Bryant,Group Practice Director,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,sean.bryant@thrivent.com,,Salesforce
10915830,Inactive Investor,Robert Busby,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3353 Peachtree Rd NE",bob.busby@ampf.com,,Salesforce
10891486,Inactive Investor,Norman Meres,,"CreativeOne Securities, LLC Hickory NC 1411 6th Street Cir NW",,,Salesforce
10814164,Inactive Investor,Chase Phillips,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",chase_phillips@ml.com,,Salesforce
117243,,Eric Stephenson,"Chief Compliance Officer, Director - Client Service","Align Impact, LLC",eric@alignimpact.com,212-993-7400,
10977729,Inactive Investor,Simon Watson,,"Stifel, Nicolaus & Company, Incorporated Bethesda MD 7200 Wisconsin Ave",watsons@stifel.com,,Salesforce
10923771,Inactive Investor,Joseph Chastain,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10927706,Inactive Investor,Asia Heppner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
224732,,Mohamed Aweys,,[Unknown],tooxoow56@gmail.com,,Direct
10961802,Inactive Investor,Savanna Nicoll,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11207313,Inactive Investor,Benjamin Johnson,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",benjamin.johnson@raymondjames.com,,Salesforce
10922825,Inactive Investor,David Newhard,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 1001 S MacDill Ave",david.newhard@ampf.com,,Salesforce
10759059,Inactive Investor,Jeremy Fick,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",jeremy_fick@ml.com,,Salesforce
10973894,Inactive Investor,Anthony Thomas,Vice President;Wealth Advisor,Farther,,,Salesforce
10950757,Inactive Investor,Laura Stephens,,"Allstate Financial Services, LLC Cumming GA 2415 State Barn Rd",lstephens@allstate.com,,Salesforce
10797531,Inactive Investor,Gideon Evans,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,gevans@jmsonline.com,,Salesforce
11035913,Inactive Investor,Mark Taylor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",mark.t.taylor@ml.com,,Salesforce
11196583,Inactive Investor,James Rosenkranz,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",james.rosenkranz@aretewealth.com,,Salesforce
336501,,John Tesei,Trustee Of The Buff Trust,Laidlaw Wealth Management Llc,john.tesei@laidlawltd.com,212-953-4951,Manual List Upload
10769261,Inactive Investor,Ewa Hassa,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",ewa.hassa@ml.com,,Salesforce
10871437,Inactive Investor,Michael Allard,Client Advisor;Managing Director,"Freestone Capital Management, LLC San Francisco CA 101 California St",mallard@freestonecapital.com,,Salesforce
1686354,,Alex Kong,,,mhkong.alex@gmail.com,,
11168605,Inactive Investor,Andrea Gamez,,J.P. Morgan Securities LLC Webster TX 18410 Gatebrook Dr,andrea.gamez@jpmorgan.com,,Salesforce
242877,,Scott White,FA,Ameriprise,scott.t.white@ampf.com,,Manual List Upload
9610310,,Steven Schwartz,,,thecybersteve@gmail.com,,List import
11144810,Inactive Investor,Cary Mares,,"Packerland Brokerage Services, Inc. Appleton WI 909 W Association Dr",cary_mares@packerlandbrokerage.com,,Salesforce
10859566,Inactive Investor,Aiman Alosta,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",aiman.alosta@ml.com,,Salesforce
11115031,Inactive Investor,Nathaniel Grant,Regional Leader,PFS Investments Inc. Cincinnati OH 10948 Reading Rd,nathaniel.grant@primerica.com,,Salesforce
10996745,Inactive Investor,Garrett Leroux,Wealth Advisor,"BEAM Wealth Advisors, Inc.",gleroux@beamwealth.com,,Salesforce
9607009,,Charles Halls,,,c4quintech@gmail.com,,List import
10828303,Inactive Investor,Britton Allison,Financial Advisor,Edward Jones Littleton CO 26 W Dry Creek Cir,britton.allison@edwardjones.com,,Salesforce
11190497,Inactive Investor,David Morris,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
125018,,Lorraine Corlet,Portfolio Manager,Veritable Lp,lcorlet@veritablelp.com,1-610-640-9551,
10923363,Inactive Investor,Christopher Stone,Financial Advisor,"Ameriprise Financial Services, LLC Klamath Falls OR 735 Commercial St",christopher.stone@ampf.com,,Salesforce
62691,,Chad Treacy,"Private Banking Client Manager, Vice President","UMB Financial Services, Inc.",chad.treacy@umb.com,,
10842178,Inactive Investor,John Manis,Financial Advisor,Edward Jones Rockford IL 5301 E State St,john.manis@edwardjones.com,,Salesforce
10645488,,Steven Brown,,,sbrown@capitalsynergypartners.com,,List Import
9615791,,Christopher Abbate,,,christopher.abbate@gmail.com,,List import
11074142,Inactive Investor,Thomas Belvin,Financial Advisor,Edward Jones Newport News VA 732 Thimble Shoals Blvd,tfrank.belvin@edwardjones.com,,Salesforce
10987976,Inactive Investor,Paul Grande,Financial Professional,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",pgrande@financialguide.com,,Salesforce
9623619,,Nelson LEE,,,ncwlee@netvigator.com,,List import
11155815,Inactive Investor,Robert Kantor,,XML Securities,rkantor@xmlfg.com,,Salesforce
11085377,Inactive Investor,Matthew Sweet,,"Osaic Institutions, Inc. Goshen CT 189 Torrington Rd",,,Salesforce
9592578,,Kimar Ben,,,toitufleg@hotmail.com,,List import
11179871,Inactive Investor,Richard Reardon,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Columbia MO 501 Cherry St",reardonj@stifel.com,,Salesforce
9558713,,Jason Wolber,,,jwolber0407@yahoo.com,,List import
10847672,Inactive Investor,Nicholas Schiano,,"Spartan Capital Securities, LLC",,,Salesforce
10935464,Inactive Investor,Cynthia Armstrong,Branch Operations Manager,"Raymond James & Associates, Inc. Cincinnati OH 8044 Montgomery Rd",cindi.armstrong@raymondjames.com,,Salesforce
9629554,,Thomas Sanderson,,,thomas99ts@hotmail.com,,List import
11067858,Inactive Investor,David Hammer,Chief Compliance Officer;Chief Executive Officer;Managing Member;Portfolio Manager;Trader,"Hammer Asset Management, LLC",davidjr@hammerasset.com,,Salesforce
10840887,Inactive Investor,Kevin Barker,,"Cambridge Investment Research, Inc. Corpus Christi TX 5151 Flynn Pkwy",,,Salesforce
10775651,Inactive Investor,Joshua Smith,Financial Advisor,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",josh.smith@wellsfargoadvisors.com,,Salesforce
9620561,,Kenny Roh,,,asd9348@gmail.com,,List import
9604884,,Bryan Groeneveld,,,groeneveld.bryan@gmail.com,,List import
210888,,Maprang Chx,,[Unknown],maprang_sunny@hotmail.com,,Direct
11093434,Inactive Investor,Douglas Moore,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Newtown Square PA 2093 Dutton Mill Rd",douglas.moore@wellsfargoadvisors.com,,Salesforce
11092766,Inactive Investor,Jed Dewsnup,,"Steward Partners Investment Solutions, LLC Centerville UT 500 N Market Place Dr",,,Salesforce
9540557,,Avinash Shekhar,,Genie Technologies Pte. Ltd.,avinash.shekhar@zebpay.com,,List Import
336807,,Amy Irvine,"Principal, CCO",Rooted Planning Group,amy@irvineadvise.com,607-438-2761,Manual List Upload
11201458,Inactive Investor,Alina Ali,Financial Advisor,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,alina.ali@morganstanley.com,,Salesforce
10755574,Inactive Investor,Danny Lopez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",danny.lopez@ml.com,,Salesforce
10868934,Inactive Investor,Neil Larson,Chief Compliance Officer;Managing Member;Owner,"Edwin Lane Financial Services, LLC",neil@edwinlane.com,,Salesforce
10996468,Inactive Investor,Travis Work,,"Allstate Financial Services, LLC Omaha NE 1819 N 169th Plz",traviswork@allstate.com,,Salesforce
11070195,Inactive Investor,Brian Souder,,MWA Financial Services Inc. Mansfield OH 993 Lexington Ave,brian.souder@mwarep.org,,Salesforce
9595608,,Carrie Delgott,,,cdelgott@wescott.com,,List import
11135794,Inactive Investor,John Campora,Financial Advisor,Edward Jones Bradenton FL 6400 Manatee Ave W,john.campora@edwardjones.com,,Salesforce
10843401,Inactive Investor,Keith Berenguer,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",keith.e.berenguer@ampf.com,,Salesforce
10969704,Inactive Investor,Blake Miller,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9572844,,Shanshan Cao,,,scao@centerbridge.com,,List import
11160315,Inactive Investor,Nicole Pizzi,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,nmpizzi@ft.newyorklife.com,,Salesforce
204831,,Avi Vogel,Chief Financial Officer,Atika Capital Management,avi@atikacapital.com,,
228340,, -,,[[Unknown]],john.hagaman@rocketmail.com,,
10859164,Inactive Investor,Rebecca Tapia,,LPL Financial LLC Walnut Creek CA 1350 Carlback Ave,rebecca.tapia@lpl.com,,Salesforce
10853090,Inactive Investor,James Kovarik,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,james.f.kovarik@ubs.com,,Salesforce
11230755,Inactive Investor,Kyle Foreman,,LPL Financial LLC Fairfield IA Private Residence,,,Salesforce
1003261,Inactive Investor,Jack Fraser,Managing Partner,"Seamark Capital, LP",jfraser@seamarkcapital.com,1-484-840-1530,3rd Party Lead Gen
10872475,Inactive Investor,Sage Catania,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,sage.catania@ubs.com,,Salesforce
9640062,,Dante Scolari,,,dante@ceres.org.br,,List import
11015456,Inactive Investor,Richard Jensen,Financial Advisor,"VALIC Financial Advisors, Inc. Saint Louis MO 12312 Olive Blvd",,,Salesforce
10800505,Inactive Investor,Ryan Garrett,Financial Advisor,Edward Jones South Boston VA 541 N Main St,ryan.garrett@edwardjones.com,,Salesforce
9551404,,Leo Huang,,,huang@ellington.com,,List import
148619,,Caleb Brown,,[Unknown],thehardway.cb@gmail.com,,
11221450,,Carter Lecraw,,,carter@americanvalues.com,,List Import
9628100,,kelvintan Cheehong,,,kelvintancheehong83@gmail.com,,List import
11056176,Inactive Investor,Spencer Peltier,Financial Associate,Thrivent Investment Management Inc. Piqua OH 429 N Main St,spencer.peltier@thrivent.com,,Salesforce
10785006,Inactive Investor,Allison Moreira,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,allison.lavoie@fidelity.com,,Salesforce
11135081,Inactive Investor,Carlo Boton,Financial Advisor,"Ameriprise Financial Services, LLC Chula Vista CA 45 N Broadway",carlo.boton@ampf.com,,Salesforce
11026420,Inactive Investor,Mateo Clavijo,,Goldman Sachs & Co.,,,Salesforce
9618848,,Pierre Zamarano,,,pierre@gerkencapital.com,,List import
11023688,Inactive Investor,Lauren Chitren,,"RBC Capital Markets, LLC",lauren.chitren@rbccm.com,,Salesforce
10807582,Inactive Investor,Susan Tomilo,,Sikich Corporate Finance LLC Chicago IL 200 W Madison St,stomilo@sikich.com,,Salesforce
9583159,,SANGKUN SHIN,,,liebeich4865@naver.com,,List import
10832031,Inactive Investor,James Noto,,"Independent Financial Group, LLC New Port Richey FL 2154 7 Springs Blvd",jnoto@ifgrr.com,,Salesforce
374584,,Wally Akt,,,,646-861-9576,Salesforce
339813,,Jeremy Traster,General Counsel,"Kawa Capital Management, Inc.",jeremy@kawacapital.com,305-560-5200,Manual List Upload
10658176,,Samuel Wolgemuth,,,mark.wolgemuth@psc.com,,List Import
11161972,Inactive Investor,Adam Canevazzi,,"Truist Investment Services, Inc. Annapolis MD 5 Church Cir",adam.canevazzi@truist.com,,Salesforce
10952944,Inactive Investor,Darren Woon,Private Client Banker,J.P. Morgan Securities LLC Aurora CO 22860 E Smoky Hill Rd,darren.woon@jpmorgan.com,,Salesforce
10977099,Inactive Investor,Li Hall,,"Transamerica Financial Advisors, Inc San Diego CA 9988 Hibert St",li.hall@tfaconnect.com,,Salesforce
10984172,Inactive Investor,James Langabeer,Founder;Managing Director;President;Principal,Yellowstone Wealth Advisors LLC,james@ywealthadvisors.com,,Salesforce
9616086,,Pradeep Kotecha,,,pbkotecha0@gmail.com,,List import
11035091,Inactive Investor,Melissa Henderson,Financial Advisor,Edward Jones Huntsville AL 4851 Whitesburg Dr SE,melissa.henderson@edwardjones.com,,Salesforce
10822992,Inactive Investor,Grant Holdren,,"Cambridge Investment Research, Inc. Newtown PA 3 Terry Dr",,,Salesforce
10826831,Inactive Investor,Robert Bradley,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,robert.s.bradley@morganstanley.com,,Salesforce
10913457,Inactive Investor,Vandana Bansal,,Key Investment Services LLC Buffalo NY 3050 Niagara Falls Blvd,vandana_bansal@keybank.com,,Salesforce
10995551,Inactive Investor,Thomas Luttrell,Financial Consultant,"Benjamin F. Edwards & Company, Inc. Birmingham AL 850 Shades Creek Pkwy",malcolm.luttrell@benjaminfedwards.com,,Salesforce
231500,,john -,,john [[Unknown]],john@ent123.com,,Organic Search
11041473,Inactive Investor,Nicholas Anketell,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,nick.anketell@fmr.com,,Salesforce
9577926,,Kevin Swantek,,,kevin.swantek@lfg.com,,List import
10888128,Inactive Investor,Jack Recine,,PFS Investments Inc. Lakeland FL 2031 E Edgewood Dr,jack.recine@primerica.com,,Salesforce
10824985,Inactive Investor,Andree Willis,Financial Advisor,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,andree.willis@morganstanley.com,,Salesforce
11157145,Inactive Investor,Anthony Chillemi,,"American Fidelity Securities, Inc.",tony.chillemi@americanfidelity.com,,Salesforce
10659882,,Ricky Myers,,,rmyers@hightoweradvisors.com,,List Import
9691,,Cecilia Absher,,"CALA Properties, LLC",cecilia.absher1@gmail.com,7072857106,
9585345,,Andrew Salembier,,,andrew@accoladepartners.com,,List import
10896633,Inactive Investor,Justin Gandrud,,"Raymond James Financial Services, Inc. Hopkins MN 4300 Baker Rd",justin.gandrud@raymondjames.com,,Salesforce
10911499,Inactive Investor,Eric Goldstein,Financial Advisor,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",goldstein_eric@nlvmail.com,,Salesforce
11203972,Inactive Investor,Matthew King,Owner,No-Load Asset Management Carmel CA 26524 Fisher Dr,,,Salesforce
11197682,Inactive Investor,Shawn Kada,,Vanguard Marketing Corporation,shawn_kada@vanguard.com,,Salesforce
10817874,Inactive Investor,Wendell McCarter,,PFS Investments Inc. Phoenix AZ 645 E Missouri Ave,wendell.mccarter@primerica.com,,Salesforce
10604471,,Edward McNamee,Retired,N/A,edwardfmcnamee@gmail.com,732 741 7077,List Import
10808646,Inactive Investor,Scott Tally,,NYLIFE Securities LLC Woodland Park CO 300 Sunny Glen Ct,stally@ft.newyorklife.com,,Salesforce
11117338,Inactive Investor,Winslow Ziv,,Ziv Investment Company,wziv@zivinvestment.com,,Salesforce
10924293,Inactive Investor,Adam Davis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",adam.davis3@ml.com,,Salesforce
10960200,Inactive Investor,Joshua Shaul,,State Farm VP Management Corp. Dallas TX 5706 E Mockingbird Ln,,,Salesforce
10887261,Inactive Investor,David Gruen,Business Planning Specialist,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",david.gruen@nm.com,,Salesforce
10789237,Inactive Investor,James Wemple,,"Principal Securities, Inc. Corrales NM Private Residence",wemple.james@principal.com,,Salesforce
10972214,Inactive Investor,Marley Williams,,Goldman Sachs & Co.,,,Salesforce
10966645,Inactive Investor,Thamson Tanis,,J.P. Morgan Securities LLC Miami FL 850C NE 125th St,thamson.tanis@chase.com,,Salesforce
11059456,Inactive Investor,Kyle Barclay,Senior Vice President;Vice President;Wealth Advisor,Greenup Street Wealth Management LLC,,,Salesforce
9597653,,Dwayne Tyler,,,dwayne112@hotmail.com,,List import
9586017,,John Ohl,,,john@baycolonyadvisors.com,,List import
10878668,Inactive Investor,Douglas Fisher,Financial Advisor,Fiduciary Financial Advisors,,,Salesforce
11017034,Inactive Investor,Cynthia Howells,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",cynthia.howells@equitable.com,,Salesforce
11087331,Inactive Investor,Katie Smith,Director - Client Services;Member,Chesapeake Financial Advisors Towson MD 401 Washington Ave,katie@peakeadvisors.com,,Salesforce
10971396,Inactive Investor,Gustavo Sanchez,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,gustavo.sanchez@fmr.com,,Salesforce
11079957,Inactive Investor,Adela Salazar,,J.P. Morgan Securities LLC Hutto TX 506 Hwy 79,adela.salazar@jpmorgan.com,,Salesforce
11181382,Inactive Investor,Cheng Ji,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",cheng.ji@prudential.com,,Salesforce
11173485,Inactive Investor,Danielle Patnode,Financial Advisor,Edward Jones Lafayette CO 2590 Trailridge Dr E,danielle.patnode@edwardjones.com,,Salesforce
10830200,Inactive Investor,Thomas Determan,,"N.I.S. Financial Services, Inc.",,,Salesforce
10981923,Inactive Investor,Dalton Horstmeier,Financial Advisor;Founder,&Partners Moberly MO 801 N Morley St,dalton.horstmeier@andpartners.com,,Salesforce
10784535,Inactive Investor,David Lubchenco,Partner,Robert W. Baird & Co. Incorporated Boulder CO 921 Walnut St,dlubchenco@rwbaird.com,,Salesforce
10787818,Inactive Investor,Mary Plott,,"Geneos Wealth Management, Inc. Radford VA 104 Wadsworth St",,,Salesforce
9588952,,Dominic Johnson,,,dominic@somersetcm.com,,List import
9549510,,Howard Winters,,,hswinters13@gmail.com,,List import
70014,,Garth Fernandez,,United Planners' Financial Services of America A Limited Partner,gfernandez@unitedplanners.com,480-991-0225,
9593383,,Neeraj Badaya,,,neerajbadaya@gmail.com,,List import
11004861,Inactive Investor,John Gillen,Personal Banker,Citigroup Global Markets Inc. New York NY 460 Park Ave,,,Salesforce
9553814,,Kevin Pitts,,,kpitts@stratoswealthpartners.com,,List import
11153530,Inactive Investor,Haolun Zhang,,"Kestra Investment Services, LLC",,,Salesforce
11260957,Inactive Investor,Angela Connolly,Client Partner,Verum Partners LLC,aconnolly@verumpartnership.com,,Salesforce
11202926,Inactive Investor,Lori Powell,President,"Elevage Partners, LLC",lori.powell@elevagepartners.com,,Salesforce
11120469,Inactive Investor,Krystian Miara,Investment Advisor Representative,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,kmiara@primerica.com,,Salesforce
11210995,Inactive Investor,Eric Eickhoff,Financial Consultant,Thrivent Investment Management Inc. Sheboygan WI 2808 Kohler Memorial Dr,eric.eickhoff@thrivent.com,,Salesforce
11306423,,Linda Kurasz,,,lindakurasz@yahoo.com,2018954503,Web Form Fillout
10870603,Inactive Investor,Timothy Collins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9576740,,AKOEGNON kokouvi -,,,gtchoka@gmail.com,,List import
235995,, -,,[[Unknown]],ellingtris@mac.com,,
10798437,Inactive Investor,Hyelee Dan,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,hdan@ft.newyorklife.com,,Salesforce
10918022,Inactive Investor,Tricia Becker,,Cetera Financial Specialists LLC Saint Louis MO 3660 S Geyer Rd,tricia.becker@ceterafs.com,,Salesforce
11066422,Inactive Investor,Aimee Groff,,"Raymond James Financial Services, Inc. Lancaster PA 1 Penn Sq",aimee.groff@raymondjames.com,,Salesforce
11138299,Inactive Investor,Christy Allen,Financial Advisor,Edward Jones Trenton TN 107 N Court Sq,christy.allen@edwardjones.com,,Salesforce
10961233,Inactive Investor,Miguel Bean,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10645595,,Vincent Thompson,,,vincent.j.thompson@chase.com,,List Import
10898566,Inactive Investor,Karen Laplante,Financial Advisor,Edward Jones Melrose MA 502 Main St,karen.laplante@edwardjones.com,,Salesforce
11165916,Inactive Investor,Jonathan Simpson,,"Osaic Wealth, Inc. Salt Lake City UT 746 E Winchester St",,,Salesforce
9621777,,Tom Evans,,,tom.evans@centuryci.com,,List import
10939165,Inactive Investor,Maria Gutierrez-Torres,,"CFD Investments, Inc. Minneola FL Private Residence",marie.torres@cfdinvestments.com,,Salesforce
11170024,Inactive Investor,Danielle Fasci,Executive Director,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,danielle.fasci@jpmorgan.com,,Salesforce
11078196,Inactive Investor,Brittany Edwards,,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",,,Salesforce
10944333,Inactive Investor,Dane Gigstead,,LPL Financial LLC Perham MN 301 W Main St,dane.gigstead@lpl.com,,Salesforce
9566703,,Joshua Ireland,,,joshua@woodmontcounsel.com,,List import
10645822,,Anthony Coates,,,anthonyc@loopcap.com,,List Import
246045,,Not Provided,,Law Offices of Eric Blankenstein PLLC,eric@blankensteinlegal.com,,Manual List Upload
11013420,Inactive Investor,Jean Luberisse,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",luberisse.jean@principal.com,,Salesforce
1006206,Inactive Investor,Erik Ambrose,,Erik Ambrose,eambrose@wallachbeth.com,,3rd Party Lead Gen
9542570,,Sterling Mosley,,,win4lose2@outlook.com,,List import
10937267,Inactive Investor,James Crawford,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"JHM Asset Management, LLC Rosenberg TX 3510 River Bend Dr",james@jhmam.net,,Salesforce
10788417,Inactive Investor,Anthony Sodipo,Financial Advisor,"Ameriprise Financial Services, LLC Kennesaw GA 1275 Shiloh Rd NW",anthony.o.sodipo@ampf.com,,Salesforce
9546433,,Yuhan Shao,,,yuhan.shao@crcm.com,,List import
10645941,,Michael Matthiesen,,,mmatthiesen@tradestation.com,,List Import
11130208,Inactive Investor,Griffin Stewart,,"RBC Capital Markets, LLC",,,Salesforce
11191028,Inactive Investor,Steven Osborne,Senior Wealth Manager,Windward Private Wealth Management Inc. Kansas City MO 2101 Burlington St,,,Salesforce
9553428,,James Lee,,,mylee@ft.newyorklife.com,,List import
10763955,Inactive Investor,William Scott,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",wscott5@ml.com,,Salesforce
10765007,Inactive Investor,John Griffis,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",john.griffis@ml.com,,Salesforce
10875825,Inactive Investor,Troy Hokeness,,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",hokeness.troy@principal.com,,Salesforce
210798,,Kent Vittrup,,[Unknown],kentvittrup@gmail.com,,Organic Search
11185951,Inactive Investor,Sarah Pham,Premier Banker,"Wells Fargo Clearing Services, LLC Grass Valley CA 757 Sutton Way",sarah.pham2@wellsfargo.com,,Salesforce
10785090,Inactive Investor,Edward Reardon,,Deutsche Bank Securities Inc.,,,Salesforce
10880874,Inactive Investor,Mitchell Rosenberg,,NYLIFE Securities LLC Thousand Oaks CA 889 Pierce Ct,mrosenberg@ft.newyorklife.com,,Salesforce
10906689,Inactive Investor,Jack Elias,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jack.elias@ml.com,,Salesforce
10917458,Inactive Investor,James Lo Coco,,"Western International Securities, Inc.",jlococo@wisdirect.com,,Salesforce
10817489,Inactive Investor,Efren Gomez,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11000836,Inactive Investor,Denise Lukas,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,denise.lukas@primerica.com,,Salesforce
2971877,,Parmod ??????,,,gsourabh452@gmail.com,,
11074882,Inactive Investor,Donald Heatherly,Chief Compliance Officer;Director;President;Wealth Manager,"HK Private Client, LLC",donald.heatherly@hkprivateclient.com,,Salesforce
11014941,Inactive Investor,Anthony Ourada,,State Farm VP Management Corp. Canby MN 210 Saint Olaf Ave N,,,Salesforce
10887090,Inactive Investor,Wilson Turner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10838455,Inactive Investor,Sarah Atkinson,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10940550,Inactive Investor,Kaitlin Ryan,Associate,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
9561158,,Amber Shi,,,zs146@georgetown.edu,,List import
338561,,Barrett Brown,Chief Financial Officer,"Dme Capital Management, Lp",barrett@greenlightcapital.com,212-973-1900,Manual List Upload
10853489,Inactive Investor,Jason Kunz,,"Raymond James Financial Services, Inc. Phoenix AZ 11811 N Tatum Blvd",,,Salesforce
206646,,Greg Cipolaro,"Global Head, Research",NYDIG,greg.cipolaro@nydig.com,(212) 257-1554,
11003279,Inactive Investor,Bryan Eden,,PFS Investments Inc. Sioux Falls SD 3101 W 41st St,bryaneden@primerica.com,,Salesforce
223766,,Du Kang,,[Unknown],duwon.kang@gmail.com,,Direct
11050034,Inactive Investor,Valerie Murray,President,Beacon Trust,valerie.murray@beacontrust.com,,Salesforce
11070001,Inactive Investor,Douglas Lemon,,"Cambridge Investment Research, Inc. Richland MS Private Residence",,,Salesforce
11054655,Inactive Investor,Thomas Frame,Managing Director,Morgan Stanley Greenwich CT 1 Fawcett Pl,thomas.frame@morganstanley.com,,Salesforce
9580572,,Ravi Ravi Srivastava,,,rpsrivastava@gmail.com,,List import
10924393,Inactive Investor,Jeffrey Manning,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
9620885,,Harrison Smith,,,hs@themcgowangroup.com,,List import
10835667,Inactive Investor,Michael Stryker,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Myers FL 7950 Summerlin Lakes Dr,michael.stryker@ubs.com,,Salesforce
11139287,Inactive Investor,Merissa Brinkerhoff,,"Raymond James Financial Services, Inc. Prescott AZ 141 S McCormick St",merissa.brinkerhoff@raymondjames.com,,Salesforce
11099853,Inactive Investor,Craig Carlson,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",craig.carlson@mutualofomaha.com,,Salesforce
228444,, -,,[[Unknown]],tokobajuanak90@gmail.com,,Direct
10773810,Inactive Investor,Danielle Gilbert-Richard,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 60 Lake St",danielle_gilbert-richard@ml.com,,Salesforce
11070182,Inactive Investor,Kim Davis,,"Sanford C. Bernstein & Co., LLC Boston MA 53 State St",kim.davis@bernstein.com,,Salesforce
10755563,Inactive Investor,Ian Montgomery,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",ian.montgomery@ml.com,,Salesforce
10928064,Inactive Investor,Patti Sherwood,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,pasherwood@ft.newyorklife.com,,Salesforce
9541151,,Blair Garner,,,bgarner@garnerfm.com,,List import
10873470,Inactive Investor,Janina Morello,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 5425 Peachtree Blvd",janina.morello@wellsfargo.com,,Salesforce
9647189,,Karlo Bilal,,,info@lonelyinblack.com,,List import
9598844,,Matthew Jarvis,,,matthew@jarvisfinancial.com,,List import
11205158,Inactive Investor,Charitye Moore,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10782790,Inactive Investor,Antonio Da Cunha,Financial Advisor;Principal,"Ameriprise Financial Services, LLC Hingham MA 99 Derby St",antonio.h.dacunha@ampf.com,,Salesforce
10753352,Inactive Investor,Matthew Diggs,Financial Advisor,Edward Jones Hot Springs National Park AR 231 Hobson Ave,matt.diggs@edwardjones.com,,Salesforce
11129590,Inactive Investor,Robert Crowe,,Citigroup Global Markets Inc.,robert.crowe@citi.com,,Salesforce
372905,,amos elekwa,,[Unknown],elekwabob@yahoo.com,,source
11099332,Inactive Investor,Savada Kong,,Fidelity Brokerage Services LLC,savada.kong@fmr.com,,Salesforce
10862630,Inactive Investor,Fred Tayar,,"FBL Marketing Services, LLC Ardmore OK 408 S Commerce St",fred.tayar@fbfs.com,,Salesforce
11022461,Inactive Investor,Brooklin Nielson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10856503,Inactive Investor,Kenneth Davis,Assistant;Retirement Planning Consultant,United Planners' Financial Services of America A Limited Partner Matthews NC 250 N Trade St,kdavis@unitedplanners.com,,Salesforce
10812369,Inactive Investor,Sergio Fernandez,Financial Advisor,"Synovus Securities, Inc. Miami FL 11315 S Dixie Hwy",sergiofernandez@synovus.com,,Salesforce
11139033,Inactive Investor,Mark Brakel,Financial Advisor,LPL Financial LLC Bismarck ND Private Residence,mark.brakel@lpl.com,,Salesforce
374496,,Mark Cecchini,Wealth Advisor & Director of Wealth Solutions,"Quadrant Private Wealth Management, Llc",mcecchini@quadcapco.com,,Salesforce
11027132,Inactive Investor,Dominic Hrichena,,NYLIFE Securities LLC Bismarck ND 1100 College Dr,dthrichena@ft.newyorklife.com,,Salesforce
9561648,,Adam Woolsey,,,adamwoolsey2018@gmail.com,,List import
9633032,,Kyle Johnson,,,ktjohnson988@gmail.com,,List import
9644078,,Keshni Prasad,,,keshni37@gmail.com,,List import
11204136,Inactive Investor,Kevin Goering,,"Avantax Investment Services, Inc. Newton KS 601 SE 36th St",,,Salesforce
10993276,Inactive Investor,Heather Kalba Soncini,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,heather_kalba-soncini@vanguard.com,,Salesforce
9570267,,Holley Hartley,,,hhartley@ayco.com,,List import
175169,,Elijah Cunningham,Vice President of Investment Management,[Unknown],ecunningham@annandalecap.com, +1 214 523 5016,Database Upload
245224,,Phillip Brzenk,"Head, Multi-Asset & Volatility",S&P Dow Jones Indices,phillip.brzenk@spglobal.com,2124381827,Manual List Upload
9607525,,Stephen Craig,,,scraig22@hotmail.com,,List import
10487159,,Michael Grante,Financial Consultant,"Equitable Advisors, LLC",michael.grante@equitable.com,,List Import
11139255,Inactive Investor,Tracy Morasco,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Parker CO 19751 E Mainstreet",tracy.k.morasco@ampf.com,,Salesforce
10950023,Inactive Investor,Sheryl Raetz,,LPL Financial LLC San Diego CA 4707 Executive Dr,sheryl.raetz@lpl.com,,Salesforce
9587229,,Paul Lefurgey,,,paull@madisonadv.com,,List import
11029932,Inactive Investor,Christopher Dodd,,NYLIFE Securities LLC Moosic PA 50 Glenmaura National Blvd,csdodd@ft.newyorklife.com,,Salesforce
10791711,Inactive Investor,Jeffrey Adams,Chief Compliance Officer;Investment Advisor;Officer;President,"Greatmark Investment Partners, Inc.",jeff@greatmarkonline.com,,Salesforce
11049291,Inactive Investor,Brendan Farrell,Financial Advisor,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,brendan.farrell@ubs.com,,Salesforce
9564377,,Matthew Rapoport,,,mrapoport@thecolonygroup.com,,List import
10643999,,Richard Rice,,,richard.rice@marchcapital.com,,List Import
11086781,Inactive Investor,Theodore Dimig,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,theodore.f.dimig@jpmorgan.com,,Salesforce
11160158,Inactive Investor,Justin Stipan,Principal,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11046625,Inactive Investor,Kyle Aschliman,,Sigma Financial Corporation Fort Wayne IN 2720 Dupont Commerce Ct,,,Salesforce
11091249,Inactive Investor,Thomas Wike,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Road E,,,Salesforce
10869254,Inactive Investor,Thomas Gallo,,Lincoln Investment Peabody MA 5 Essex Green Dr,tgallo@lincolninvestment.com,,Salesforce
11029234,Inactive Investor,D. Daniel,,Fidelity Brokerage Services LLC Exton PA 300 Main St,alex.daniel@fmr.com,,Salesforce
10975345,Inactive Investor,Vincent Winans,,"MML Investors Services, LLC",,,Salesforce
9569806,,Heather Bonomi,,,hbonomi@massmutual.com,,List import
10618590,,Scott Hilpert,,,scott.hilpert@ubs.com,,List Import
10815966,Inactive Investor,Colin Kimpel,Financial Professional,"MML Investors Services, LLC Bethesda MD 4800 Hampden Ln",ckimpel@financialguide.com,,Salesforce
11027258,Inactive Investor,Thomas Gilbertson,,Cetera Advisor Networks LLC Willmar MN 1700 Technology Dr NE,,,Salesforce
10755037,Inactive Investor,John Stevenson,Financial Advisor,"Wells Fargo Clearing Services, LLC Quincy IL 510 Maine St",john.g.stevenson@wellsfargoadvisors.com,,Salesforce
11221590,,Brian Allen,,,brian@homesteadadvisers.com,,List Import
10813895,Inactive Investor,Douglas Hendrickson,Chief Financial Officer;Partner,"Aspiriant, LLC",dhendrickson@aspiriant.com,,Salesforce
11133057,Inactive Investor,Michael Fleming,,"Halliday Financial, LLC",mfleming@hallidayfinancial.com,,Salesforce
422,,,,,simonpeers@jubiimail.dk,,
11093834,Inactive Investor,Tyson Cook,Financial Advisor,"OneAmerica Securities, Inc. Gilbert AZ 2915 E Baseline Rd",,,Salesforce
10878246,Inactive Investor,Adam Thielen,President;Principal,"Virtue Capital Management, LLC Mt. Dora FL Private Residence",,,Salesforce
11188988,Inactive Investor,Phyllis Klein,Financial Advisor,"Osaic Wealth, Inc. Stockton CA 2087 Grand Canal Blvd",,,Salesforce
9603333,,STEPHEN MASSEY,,,stevemassey505@gmail.com,,List import
11019455,Inactive Investor,Shanon Moon,Financial Advisor,"Ameriprise Financial Services, LLC Wisconsin Rapids WI 111 24th St S",shanon.g.moon@ampf.com,,Salesforce
11116790,Inactive Investor,Edward Golden,Financial Services Professional,"MML Investors Services, LLC Philadelphia PA 30 S 17th St",edwardgolden@financialguide.com,,Salesforce
11094537,Inactive Investor,James Johnson,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,,,Salesforce
10619156,,Benjamin Heeren,,,bheeren@hightoweradvisors.com,,List Import
11002167,Inactive Investor,Zachary Vaswani,,"Allstate Financial Services, LLC Westwood MA 232 Providence Hwy",zacharyvaswani@allstate.com,,Salesforce
9574733,,Jason Walton,,,jwalton1982@outlook.com,,List import
10753003,Inactive Investor,Karen Thompson,Financial Advisor,"Ameriprise Financial Services, LLC Troy OH 26 S Weston Rd",karen.e.thompson@ampf.com,,Salesforce
10802302,Inactive Investor,Lisa Dugan,Executive Officer;Regulatory Contact;Senior Vice President,"Secure Planning, LLC",lisad@secureplanninginc.com,,Salesforce
9566049,,Nitin Sapru,,,nitin.sapru@sabacapital.com,,List import
11187671,Inactive Investor,Jennifer Seys,Financial Advisor,Edward Jones Mankato MN 551 Belle Ave,jennifer.seys@edwardjones.com,,Salesforce
10617971,,Terry Phillips,,,terry.phillips@wellsfargoadvisors.com,,List Import
11051119,Inactive Investor,Alan Fadel,Financial Advisor;Senior Vice President,Morgan Stanley Toledo OH 7311 Crossleigh Ct,alan.fadel@morganstanley.com,,Salesforce
122126,,Antoun Akrabian,,[Unknown],antoun.akrabian@gmail.com,,source
10994402,Inactive Investor,Detorian Gipson,,PFS Investments Inc. Ruston LA 2312 McDonald Ave,dgipson@primerica.com,,Salesforce
10880570,Inactive Investor,Brett Benge,Private Client Advisor,J.P. Morgan Securities LLC Broken Arrow OK 701 W New Orleans St,,,Salesforce
9632844,,Gayatri Sarkar,,,gayatri@she-vc.com,,List import
9583730,,imad janineh,,,imad33@gmail.com,,List import
10873626,Inactive Investor,Brandon Olson,Financial Advisor,LPL Financial LLC Menomonie WI 2405 Schneider Ave SE,brandon.olson@lpl.com,,Salesforce
10997404,Inactive Investor,Anthony Gerbasio,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",anthony.gerbasio@prudential.com,,Salesforce
11012821,Inactive Investor,Nicholas Derose,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",nicholas.derose@lfg.com,,Salesforce
9604159,,Joan Ladd,,,joan@gmail.com,,List import
11104377,Inactive Investor,Todd Foley,Senior Advisor,"Raymond James & Associates, Inc.",todd.foley@raymondjames.com,,Salesforce
334276,,Dane Sauer,,Mercer Global Advisors Inc.,dsauer@merceradvisors.com,,
10693635,,John Ellis,,,jellisholdings@gmail.com,,Web form fillout
10763380,Inactive Investor,Jerrold McMillan,Financial Advisor,Edward Jones Gallatin TN 115 E Main St,jerrold.mcmillan@edwardjones.com,,Salesforce
337630,,Kenneth Fusco,Vice President,Fusco Financial Services Inc,ken@fuscofinancial.net,954-524-0900,Manual List Upload
10619783,,Janel Huston,,,janel.huston@raymondjames.com,,List Import
11241868,,Batiar Gunawan,,,sawahkodok918@gmail.com,,Web Form Fillout
10944388,Inactive Investor,Brendan Rishavy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,brendan.rishavy@fidelity.com,,Salesforce
11185326,Inactive Investor,Jonathan Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",jonathan.y.smith@wellsfargo.com,,Salesforce
11106302,Inactive Investor,Matthew Hepola,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",matthew.hepola@ml.com,,Salesforce
10965786,Inactive Investor,Maurizio Sgroi,,"Allstate Financial Services, LLC Staten Island NY 1277 Clove Rd",mauriziosgroi@allstate.com,,Salesforce
224001,,Gregory Olsen,,"MML Investors Services, LLC",golsen@massmutual.com,212-536-6197,
9565559,,Roni Chase,,,rchase@janney.com,,List import
10948755,Inactive Investor,Tanner Jones,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Vernon WA 320 W Kincaid St",tanner.s.jones@ml.com,,Salesforce
10820497,Inactive Investor,Paula Harris,,Cetera Advisor Networks LLC Omaha NE 9900 Nicholas St,harrisp@ceteranetworks.com,,Salesforce
11146926,Inactive Investor,Robert Cutting,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
11117562,Inactive Investor,Kareem Eleskandarani,,Citigroup Global Markets Inc.,,,Salesforce
10874348,Inactive Investor,Ann Villar,Financial Advisor,"Ameriprise Financial Services, LLC Hermosa Beach CA 727 2nd St",ann.x.villar@ampf.com,,Salesforce
10984212,Inactive Investor,James Moseley,,"Equity Services, Inc.",jmoseley@nationallife.com,,Salesforce
350686,,Brandon Lewis,Client Relationship Specialist,"Sheridan Road Advisors, Llc, A Hub International C",blewis@sheridanroad.com,847-205-9073,Manual List Upload
11151385,Inactive Investor,John Farrelly,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
10766448,Inactive Investor,Julie Stromberg,Senior Registered Associate;Senior Registered Financial Planning Associate,D.A. Davidson & Co. Seattle WA 701 5th Ave,jstromberg@dadco.com,,Salesforce
9572169,,Jan Witt,,,jan.witt@lfg.com,,List import
11186150,Inactive Investor,Daniel Heck,,"Cambridge Investment Research, Inc. Portland OR 12725 SW 66th Ave",daniel.heck@cir2.com,,Salesforce
11261166,Inactive Investor,Alison Miller,Senior Wealth Advisor Associate,"Mission Wealth Management, LP Austin TX 823 Congress Ave",,,Salesforce
11173451,Inactive Investor,Randall Staudt,Financial Advisor,LPL Financial LLC Victoria TX 10301 NE Zac Lentz Pkwy,randall.staudt@lpl.com,,Salesforce
10865224,Inactive Investor,George Howard,,"Centaurus Financial, Inc. Germantown TN 1926 Exeter Rd",,,Salesforce
11060384,Inactive Investor,Glen Maccallum,Financial Advisor,LPL Financial LLC Denver CO 1165 S Pennsylvania St,glen.maccallum@lpl.com,,Salesforce
11021904,Inactive Investor,Scott Northrup,,State Farm VP Management Corp. Baldwinsville NY 52 Oswego St,,,Salesforce
11094979,Inactive Investor,Roger Steed,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"KRS Capital Management, LLC",,,Salesforce
10905602,Inactive Investor,Melissa Snyder,Assistant Vice President,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10955473,Inactive Investor,Natalie Rossi,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,natalie_rossi@vanguard.com,,Salesforce
10887387,Inactive Investor,Scott Guidry,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Baton Rouge LA 4730 Bluebonnet Blvd",scott.guidry@ampf.com,,Salesforce
11235194,Inactive Investor,Shailesh Negandhi,Investment Advisor Representative,"FourStar Wealth Advisors, LLC Suwanee GA Private Residence",snegandhi@fourstarwealth.com,,Salesforce
11054362,Inactive Investor,Gerald Schwolsky,Senior Client Associate,"Wells Fargo Clearing Services, LLC Florham Park NJ 200 Campus Dr",gerald.schwolsky@wellsfargoadvisors.com,,Salesforce
11044245,Inactive Investor,Michael Buss,Associate Vice President;Private Wealth Advisor,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,mbuss@rockco.com,,Salesforce
11117168,Inactive Investor,Stefanie Synal,Owner,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,stefanie.synal@primerica.com,,Salesforce
10510655,,Patrice Krajka,Sales,Rimes,patrice.krajka@rimes.com,,List Import
11006333,Inactive Investor,Edward Gwiazdon,Financial Advisor,"Ameriprise Financial Services, LLC Lake Elmo MN 12425 55th St N",edward.p.gwiazdon@ampf.com,,Salesforce
11040117,Inactive Investor,Marybeth Abbiatici,Client Specialist,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,mabbiatici@rwbaird.com,,Salesforce
10796550,Inactive Investor,Ronald Horn,Financial Advisor,Edward Jones Longview WA 755 Vandercook Way,ron.horn@edwardjones.com,,Salesforce
10856182,Inactive Investor,Anthony Settens,,GWN Securities Inc. Palos Verdes Peninsula CA 777 Silver Spur Rd,asettens@gwnsecurities.com,,Salesforce
10946289,Inactive Investor,Kyle Sweet,,Cetera Investment Services LLC Noblesville IN 400 Noble Creek Dr,,,Salesforce
10830275,Inactive Investor,Humberto De Luigi,Financial Advisor,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,humberto.de-luigi@ubs.com,,Salesforce
9601669,,Lindsay Curington,,,lindsay.curington@kestrafinancial.com,,List import
10761622,Inactive Investor,Grace Gaoaen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10803219,Inactive Investor,William Thornton,Financial Advisor,D.A. Davidson & Co. Salt Lake City UT 95 S State St,rthornton@dadco.com,,Salesforce
9547492,,Van McMullen,,,vanrmcmullen1966@gmail.com,,List import
11196072,Inactive Investor,Yanxiong Liu,,Citigroup Global Markets Inc.,,,Salesforce
226790,, -,,[[Unknown]],greg@g3ventures.com,,Initial Salesforce Import
10968631,Inactive Investor,Christiana Ofori,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",christiana.ofori@rbc.com,,Salesforce
10917463,Inactive Investor,Brian Laciak,Manager,LPL Financial LLC Valparaiso IN 56 Washington St,brian.laciak@lpl.com,,Salesforce
10971213,Inactive Investor,Gregory Judge,Vice President,LPL Financial LLC,gregory.judge@lpl.com,,Salesforce
10875149,Inactive Investor,Patrick Murphy,Associate Vice President;Financial Advisor;Portfolio Manager,"RBC Capital Markets, LLC Lake Oswego OR 4949 Meadows Rd",patrick.m.murphy@rbc.com,,Salesforce
9591016,,Prims Under,,,nanduslawliet@gmail.com,,List import
11048086,Inactive Investor,Barrett Fisher,Financial Advisor,"OneAmerica Securities, Inc. Evansville IN 4906 Temple Ave",,,Salesforce
10473608,,Thomas Simones,,,simonestom@gmail.com,,Web Form Fillout
10773783,Inactive Investor,Laura Gleghorn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",laura_gleghorn@ml.com,,Salesforce
11134998,Inactive Investor,Christopher Vaughan,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",chris.vaughan@nm.com,,Salesforce
11228694,Inactive Investor,Bradi Showler,,J.P. Morgan Securities LLC Port Huron MI 1657 Garfield St,bradi.showler@jpmorgan.com,,Salesforce
10615437,,George Buxton,"Executive Director, Financial Advisor, International Client Advisor",,george.buxton@morganstanley.com,,List Import
10962073,Inactive Investor,Thyrick Pitts,Financial Associate,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",,,Salesforce
11091469,Inactive Investor,Jerry Sims,Financial Advisor,"Wells Fargo Clearing Services, LLC Waco TX 1105 Wooded Acres Dr",jerry.sims@wellsfargoadvisors.com,,Salesforce
11223266,,Nadia Dubowyj,,,ndubowyj@merceradvisors.com,,List Import
10812685,Inactive Investor,Dan Foster,,Cetera Advisors LLC San Diego CA 5030 Camino De La Siesta,dan.foster@ceteraadvisors.com,,Salesforce
11260075,Inactive Investor,Selina Zhang,,Goldman Sachs & Co.,,,Salesforce
10888285,Inactive Investor,Courtney Nelson,Chief Compliance Officer;Operations Manager,"M.Z. Kark & Associates, Inc",courtney.nelson@mzkark.com,,Salesforce
11178712,Inactive Investor,Amy Chambers,,"BG Worldwide Securities, Inc.",,,Salesforce
9622977,,Carlo Zaffaroni,,,carlo.zaffaroni@abraxascm.com,,List import
670,,,,,cduchemin01@sfr.fr,,
11254164,Inactive Investor,Vanessa Kalekwa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10975552,Inactive Investor,Andres Parada,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11029173,Inactive Investor,Benjamin Trask,,"Northwestern Mutual Investment Services, LLC Summerville SC 201 Sigma Dr",benjamin.f.trask@nm.com,,Salesforce
9590410,,Brian Mulvey,,,bmulvey@minotwealth.com,,List import
9556286,,James Sugden,,,jamessugden@financialguide.com,,List import
11199127,Inactive Investor,Allen Hetzel,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,allen.hetzel@jpmorgan.com,,Salesforce
10888970,Inactive Investor,Brandon Whaley,Financial Advisor,Edward Jones Live Oak FL 123 Howard St E,,,Salesforce
9608549,,James -,,,jimtumlinson@comcast.net,,List import
10847250,Inactive Investor,Melissa Wall,Member;Senior Wealth Advisor,"Providence Capital Advisors, LLC",,,Salesforce
11125620,Inactive Investor,Benjamin Bowman,Financial Advisor,"VALIC Financial Advisors, Inc. Austin TX 3737 Executive Center Dr",benjamin.bowman@valic.com,,Salesforce
11032681,Inactive Investor,Aart Den Hoed,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",aart.den-hoed@prudential.com,,Salesforce
199320,,aristide Bui,,[Unknown],aristide.bui@gmail.com,,Organic Search
11152685,Inactive Investor,David Weingartner,Financial Advisor;Portfolio Manager;Vice President,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",david.weingartner@rbc.com,,Salesforce
10875202,Inactive Investor,Steven Woodford,,"Farmers Financial Solutions, LLC Beaverton OR 8196 SW Hall Blvd",,,Salesforce
10775656,Inactive Investor,Catharine Tondreau,Director;Vice President,Morgan Stanley New York NY 1585 Broadway,catharine.driever@morganstanley.com,,Salesforce
11176525,Inactive Investor,Brandy Friend,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
10752968,Inactive Investor,Todd Whitmore,Financial Advisor,"Packerland Brokerage Services, Inc. Evans CO 1705 32nd St",todd_whitmore@packerlandbrokerage.com,,Salesforce
11200907,Inactive Investor,Andrew Mcvay,,"Osaic Wealth, Inc.",,,Salesforce
11069873,Inactive Investor,Dani Comart,Senior Vice President;Senior Wealth Manager,Lido Boca Raton FL 1875 NW Corporate Blvd,dcomart@lidoadvisors.com,,Salesforce
10833500,Inactive Investor,Penny Shelander,,Edward Jones Port Washington WI 213 N Wisconsin St,penny.shelander@edwardjones.com,,Salesforce
10487942,,Courtney Duphorne,"Complex Director, Senior Managing Director","RBC Capital Markets, LLC",courtney.duphorne@rbc.com,,List Import
9552341,,Jacques Conradie,,,jacquesc@peregrine.co.za,,List import
11199789,Inactive Investor,Elina Shalumova,Associate,Neuberger Berman BD LLC,elina.shalumova@nb.com,,Salesforce
11187280,Inactive Investor,Darya Allen-Attar,Financial Advisor;Impact Director;Vice President,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,darya.allen-attar@morganstanley.com,,Salesforce
11054647,Inactive Investor,Cesar Castelo,Financial Advisor,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,,,Salesforce
10797689,Inactive Investor,Christi Schaffer,,"Northwestern Mutual Investment Services, LLC Leawood KS 4200 W 115th St",christine.schaffer@nm.com,,Salesforce
10510825,,Dr. Renée Baker,Chief Executive Officer,The RBI Group,reneebaker@therbigroup.com,,List Import
10859826,Inactive Investor,Marcial Villarreal,,J.P. Morgan Securities LLC Austin TX 6600 S Mo Pac Expy,marcial.villarreal@jpmorgan.com,,Salesforce
5318991,,seak tom,,,wecihol684@xegge.com,,Web Form Fillout
11078057,Inactive Investor,Trevor Webster,Financial Advisor,Edward Jones Van Wert OH 10999 Van Wert Decatur Rd,trevor.webster@edwardjones.com,,Salesforce
9605307,,Anne Wickland,,,awickland@snowcm.com,,List import
9647723,,John Cammalleri,Sales Trader,GTS,jcammalleri@gtsmischler.com,,List import
11121400,Inactive Investor,Cheryl Kwon,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 27319 Hawthorne Blvd,,,Salesforce
10918634,Inactive Investor,James Merkel,,PFG Advisors Tucson AZ 4491 N Oracle Rd,,,Salesforce
10893779,Inactive Investor,Alexander Runge,Financial Planning Associate;Registered Associate,Morgan Stanley Lisle IL 4225 Naperville Rd,alex.runge@morganstanley.com,,Salesforce
10990971,Inactive Investor,Jonathan Blevins,,Park Avenue Securities LLC Bethlehem PA 6255 Sterners Way,,,Salesforce
9646141,,Marie Slattery,,,marieslats@yahoo.com,,List import
11015197,Inactive Investor,Carson Brooks,,"Allstate Financial Services, LLC Rockwall TX 2602 Ridge Rd",carsonbrooks@allstate.com,,Salesforce
9567991,,Sean Lobo,,,seanl@vulcan.com,,List import
11207255,Inactive Investor,Andrew Tsai,,J.P. Morgan Securities LLC Sammamish WA 2950 Issaquah Pine Lake Rd SE,andrew.tsai@jpmorgan.com,,Salesforce
11177499,Inactive Investor,Heather Renfro,Member;Vice President,"Prevail Innovative Wealth Advisors, LLC",hheckadon@prevailiws.com,,Salesforce
10773522,Inactive Investor,Viviana Baeza,,Hilltop Securities Inc. New York NY 485 Madison Ave,viviana.baeza@hilltopsecurities.com,,Salesforce
11098545,Inactive Investor,Harvinder Singh,,J.P. Morgan Securities LLC Indianapolis IN 5635 N Illinois St,harvinder.singh@chase.com,,Salesforce
11107386,Inactive Investor,Debra Blevins,,"MML Investors Services, LLC West Palm Beach FL 250 S Australian Ave",dblevins@financialguide.com,,Salesforce
11101766,Inactive Investor,Anna Lorraine Alexandria Lopez,,"Wells Fargo Clearing Services, LLC Phoenix AZ 12641 N Tatum Blvd",,,Salesforce
10923259,Inactive Investor,Katherine Wohlfeil,Financial Advisor,Edward Jones Bay City MI 3433 E Midland Rd,katie.wohlfeil@edwardjones.com,,Salesforce
11086507,Inactive Investor,Joseph Bettega,Financial Advisor,Edward Jones East Tawas MI 103 E Bay St,joe.bettega@edwardjones.com,,Salesforce
10768114,Inactive Investor,Robert Buckingham,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",robert@etcbrokerage.com,,Salesforce
10752905,Inactive Investor,Naresh Patel,,"Avantax Investment Services, Inc. Westford MA 270 Littleton Rd",,,Salesforce
11043349,Inactive Investor,Jessica McQueen,Vice President,Wedbush Securities Inc. Denver CO 4600 S Ulster St,jessica.mcqueen@wedbush.com,,Salesforce
10826710,Inactive Investor,Sean Kelly,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",sean.kelly@raymondjames.com,,Salesforce
9647325,,Tanya Gutierrez,,,star4u1983@gmail.com,,List import
10988713,Inactive Investor,Kayleen Clark,,"Wells Fargo Clearing Services, LLC Bothell WA 16330 Bothell Everett Hwy",,,Salesforce
11020304,Inactive Investor,Jenny Clark,Financial Advisor,Clark Planning & Investment Advisory,jenny@clarkplanning.com,,Salesforce
10944103,Inactive Investor,David Rosecrans,,"Empower Financial Services, Inc",david.rosecrans@empower.com,,Salesforce
11072069,Inactive Investor,DeAunna Thomas,Client Solutions Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10912964,Inactive Investor,Daniel Mercer,Financial Advisor,"Woodstock Wealth Management, Inc. Houston TX 12258 Queenston Blvd",,,Salesforce
11116177,Inactive Investor,Sergio Ordonez,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,sergio.ordonez@fidelity.com,,Salesforce
11211639,Inactive Investor,Adam Nostrand,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11232113,Inactive Investor,Matthew Roberson,,Thurston Springer Financial Oklahoma City OK 3401 NW 63rd St,,,Salesforce
11145491,Inactive Investor,Geoffrey Akers,,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",geoffrey.akers@valic.com,,Salesforce
11052936,Inactive Investor,Alexander Pezzulo,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",,,Salesforce
9555811,,Cory Jones,,,cdjonesy83@aol.com,,List import
10510488,,Justin Skeels,Director,SS&C,justin.skeels@sscinc.com,,List Import
10647874,,Jeanette Cox,,,jeanette.cox@morganstanley.com,,List Import
10960324,Inactive Investor,Joseph Herndon,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,josephherndon@statefarm.com,,Salesforce
11220625,,Jorge Cisneros Rodriguez,,,jorge_cisneros-rodriguez@vanguard.com,,Other
10813646,Inactive Investor,Phillip Thornberry,Financial Advisor,"Pruco Securities, LLC. Duluth GA 11300 Johns Creek Pkwy",tim.thornberry@prudential.com,,Salesforce
10962496,Inactive Investor,Patrick Adams,Financial Planner,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",patrick.adams@prudential.com,,Salesforce
11152293,Inactive Investor,Daniel Molyneaux,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1 Righter Pkwy",daniel.molyneaux@ampf.com,,Salesforce
10799554,Inactive Investor,Ryan Seay,Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley San Jose CA 225 W Santa Clara St,ryan.seay@morganstanley.com,,Salesforce
10915459,Inactive Investor,Charles McNellis,,LPL Financial LLC Bonita Springs FL Private Residence,chuck.mcnellis@lpl.com,,Salesforce
11076653,Inactive Investor,Brian Polk,Financial Advisor,Edward Jones Buckeye AZ 4252 N Verrado Way,brian.polk@edwardjones.com,,Salesforce
10766430,Inactive Investor,Candice Cason,Private Wealth Analyst - Investments,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",candice.cason@ml.com,,Salesforce
10976500,Inactive Investor,Beverly Whitman,Advisor,Highland Investment Advisors LLC,,,Salesforce
10777266,Inactive Investor,Ryan Harris,Senior Vice President,Citigroup Global Markets Inc. Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
9566446,,David Murray,,,david.murray@voyafa.com,,List import
9557399,,Steven Larson,,,slarson@investmentclarity.com,,List import
9639149,,Jake Conway,,,jake.conway@rochester.edu,,List import
11000235,Inactive Investor,Jessica Semrow,,MWA Financial Services Inc. Wales WI 200 N Wales Rd,jessica.klima@mwarep.org,,Salesforce
166390,,Maarten Keller,,[Unknown],maartenkeller@gmail.com,,
9610055,,Theo Lampoglou,,,tlampoglou@gmail.com,,List import
10612119,,Alexander Monte,Wealth Advisor,,alex.r.monte@montefinancialgroup.com,,List Import
10696090,,Scott Danner,,Steward Partners Investment Solutions LLC,scott.danner@stewardpartners.com,,List Import
10764474,Inactive Investor,Henry Szawlowski,,"Hennion & Walsh, Inc.",hszawlowski@hennionandwalsh.com,,Salesforce
235222,, -,,[[Unknown]],65087426@qq.com,,Paid Social
189491,,lawrence Bain,,[Unknown],lb@ithpartners.com,,Other
10901866,Inactive Investor,John Callas,Branch Manager;Principal,LPL Financial LLC Kittanning PA 308 Market St,alexander.callas@lpl.com,,Salesforce
10767407,Inactive Investor,John Murphy,,LPL Financial LLC Morristown NJ 305 Madison Ave,john.murphy@lpl.com,,Salesforce
10826932,Inactive Investor,Lorraine Walker,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,lorraine.walker@lpl.com,,Salesforce
11110727,Inactive Investor,Sean Riley,Financial Advisor,"Ameriprise Financial Services, LLC Falmouth ME 215 Foreside Rd",sean.p.riley@ampf.com,,Salesforce
10846796,Inactive Investor,Evelyn Borges,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,evelyn.borges@fmr.com,,Salesforce
9565232,,Carmen Liu,,,carmencoupon2021@gmail.com,,List import
10843271,Inactive Investor,Olga Jones,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Ojai CA 407 W Ojai Ave",olga.r.jones@ampf.com,,Salesforce
10835361,Inactive Investor,Troy Randall,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",troy.randall@rbc.com,,Salesforce
4730318,,Aditya Anand,,Sakhsham Knowledge Services,aditya.anand@sakhsham.com,8826830266,Web form fillout
10901365,Inactive Investor,Steven Martin,Financial Advisor,"Forum Financial Management, LP",smartin@forumfinancial.com,,Salesforce
9625449,,Greta karapetian,,,greta.karapetian@gmail.com,,List import
9561637,,Cory Carlson,,,cory.carlson@wcmadvisors.com,,List import
10885178,Inactive Investor,Kelly Ankeny,Financial Advisor,Edward Jones Redding CA 2650 Churn Creek Rd,kelly.ankeny@edwardjones.com,,Salesforce
11175716,Inactive Investor,Zulma Petty,Financial Advisor,Edward Jones Roebuck SC 2509B Stone Station Rd,zulma.petty@edwardjones.com,,Salesforce
9560124,,Charles Milliken,,,cmilliken@sigmarep.com,,List import
11092218,Inactive Investor,Bruce Ringkob,,"Wells Fargo Clearing Services, LLC Saint Paul MN 670 McKnight Rd N",bruce.ringkob@wellsfargoadvisors.com,,Salesforce
10932473,Inactive Investor,Alexander Heckmann,,"Stifel, Nicolaus & Company, Incorporated San Rafael CA 1111 A St",heckmanna@stifel.com,,Salesforce
11199041,Inactive Investor,Chad Oppedal,Director - Compliance,"Principal Securities, Inc.",oppedal.chad@principal.com,,Salesforce
10942663,Inactive Investor,Andrew Ong,,Fidelity Brokerage Services LLC,,,Salesforce
162869,,Maxime Sibille,,[Unknown],maxime.sibille.11@gmail.com,,Organic Search
10760053,Inactive Investor,John Valentine,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pittsford NY 1250 Pittsford Victor Rd",john.valentine@schwab.com,,Salesforce
10938981,Inactive Investor,Salvatore Scavetti,,Vanguard Marketing Corporation,salvatore_scavetti@vanguard.com,,Salesforce
10995803,Inactive Investor,William Ross,,J.P. Morgan Securities LLC Babylon NY 31 W Main St,,,Salesforce
11192980,Inactive Investor,Matthew Mixon,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10758828,Inactive Investor,Charles Atkinson,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11037545,Inactive Investor,Brian De Faria,,PFS Investments Inc. Fort Lauderdale FL 100 NW 82nd Ave,bde-faria@primerica.com,,Salesforce
11174044,Inactive Investor,Charles Rucker,Financial Advisor,"Osaic Wealth, Inc. Bethesda MD 4350 E West Hwy",,,Salesforce
9607380,,Min Tian,,,min.tian@brandywineglobal.com,,List import
10859611,Inactive Investor,Michael Klever,,Innovation Partners LLC,mklever@innovationpartnersllc.com,,Salesforce
11101495,Inactive Investor,Jason Daly,Financial Advisor,Edward Jones Thornville OH 12 W Columbus St,jason.daly@edwardjones.com,,Salesforce
11064958,Inactive Investor,Adam Handaly,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,adam.handaly@jpmorgan.com,,Salesforce
11124609,Inactive Investor,John Kelly,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,,,Salesforce
371046,,Ali Ozturk,,Turkey,rfarefgh@gmail.com,,Salesforce
9542414,,IAIN WHITE,,,iainwhite1@btinternet.com,,List import
11112998,Inactive Investor,Lacey Sheets,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,lacey.sheets@huntington.com,,Salesforce
10878615,Inactive Investor,Michael Zigler,Financial Advisor,LPL Financial LLC Osseo MN 11670 Fountains Dr,michael.zigler@lpl.com,,Salesforce
10789473,Inactive Investor,Thomas Joseph,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
9639395,,Maia Ferrand,,,maia.ferrand@candriam.com,,List import
10977883,Inactive Investor,Amanda Roedell,Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10951298,Inactive Investor,Sanjay Kalra,,NYLIFE Securities LLC Jackson Heights NY 3705 74th St,skalra@ft.newyorklife.com,,Salesforce
10928640,Inactive Investor,Ronnie Jackson,Financial Advisor,Brass Tax Wealth Management Zionsville IN 1120 W Oak St,,,Salesforce
10919668,Inactive Investor,Jason Neal,Financial Advisor,LPL Financial LLC Waynesboro GA 717 N Liberty St,jason.neal@lpl.com,,Salesforce
10893841,Inactive Investor,Sarah Manning,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11186421,Inactive Investor,Stephanie-Aurore Haski,,Goldman Sachs & Co.,,,Salesforce
11037477,Inactive Investor,Benedict Tarantino,Complex Director;Managing Director,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,benedict.tarantino@ubs.com,,Salesforce
11123040,Inactive Investor,Norita Webb,,J.P. Morgan Securities LLC Canton OH 4600 Dressler Rd NW,norita.k.webb@jpmorgan.com,,Salesforce
10799915,Inactive Investor,Donald Whitworth,,PFS Investments Inc. Wilmington DE 1203 N Orange St,donald.whitworth@primerica.com,,Salesforce
9618232,,Brett Hendrickson,,,brett@nokomiscapital.com,,List import
10817690,Inactive Investor,Kelly Noorda,,PFS Investments Inc. American Fork UT 486 W 50 N,kelly.noorda@primerica.com,,Salesforce
10945476,Inactive Investor,Jana Hovey,Financial Planner,"Richard P. Slaughter Associates, Inc.",jana@slaughterinvest.com,,Salesforce
10802817,Inactive Investor,Bruno Esquivel-Paz,Financial Advisor,Edward Jones Arcadia CA 310 E Foothill Blvd,bruno.esquivel-paz@edwardjones.com,,Salesforce
10833102,Inactive Investor,Terry Burke,Chief Executive Officer;Co-Portfolio Manager,"Beacon Street Capital, LLC",,,Salesforce
10897532,Inactive Investor,Matthew Hull,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10788882,Inactive Investor,Michael Keim,Financial Advisor - Consulting Group;Senior Vice President,"RBC Capital Markets, LLC Erie PA 300 State St",michael.keim@rbc.com,,Salesforce
10882989,Inactive Investor,Charles Rankin,Financial Advisor,Edward Jones Durham NC 900 Broad St,alex.rankin@edwardjones.com,,Salesforce
11181525,Inactive Investor,Mark Harrie,,"Cambridge Investment Research, Inc. Muskegon MI 794 Pine St",mharrie@cambridgesecure.com,,Salesforce
11050197,Inactive Investor,Kimberly Felty,,"Horace Mann Investors, Inc. Selinsgrove PA 109 Monroe St",kimberly.felty@horacemann.com,,Salesforce
11051338,Inactive Investor,Eric Pettis,President,"Cambridge Investment Research, Inc. Harrisburg PA 2090 Linglestown Rd",eric.pettis@compfi.com,,Salesforce
9590312,,John Cotton,,,jack@jackcotton.com,,List import
11157769,Inactive Investor,Benjamin Damsker,Financial Advisor,"Wells Fargo Clearing Services, LLC Clearwater FL 28100 US Hwy 19 N",benjamin.damsker@wellsfargoadvisors.com,,Salesforce
1006275,Inactive Investor,Jez San,,Jez San,jez@funfair.io,,3rd Party Lead Gen
10619314,,Timothy Pennino,,,tim.pennino@chicagopartnersllc.com,,List Import
10899708,Inactive Investor,Michael Lepore,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mlepore@rockco.com,,Salesforce
11095696,Inactive Investor,Richard Philipovich,Financial Advisor;Investment Advisor Representative,Adair Wealth Management,richard.philipovich@adairwealth.com,,Salesforce
10925039,Inactive Investor,Gustavo Garcia,,"Farmers Financial Solutions, LLC Fort Worth TX 4016 N Main St",ggarcia2@farmersagent.com,,Salesforce
10772102,Inactive Investor,John Breckenridge,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Merrillville IN 707 E 80th Pl",john.j.breckenridge@ml.com,,Salesforce
10662224,,Marina Solomon,,,marinas@leftbrainwm.com,,List Import
11235222,Inactive Investor,Christopher O'Neill,Chief Investment Officer,Pine Valley Investments,coneill@pinevalleyinvestments.com,,Salesforce
10606404,,Nicholas Vafeas,"Financial Advisor, First Vice President, Investment Officer, Portfolio Manager","Wells Fargo Clearing Services, LLC",nicholas.vafeas@wellsfargoadvisors.com,516-663-5553,List Import
11102393,Inactive Investor,Evan Welch,Financial Advisor,Varra Wealth Management LLC,,,Salesforce
10963503,Inactive Investor,Bruce Evans,,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,bruce.evans@opco.com,,Salesforce
10836175,Inactive Investor,Tammy Tyree,,Morgan Stanley San Antonio TX 7600 Broadway,tammy.tyree@morganstanley.com,,Salesforce
10968891,Inactive Investor,Brian Shleifer,,"Northwestern Mutual Investment Services, LLC Ormond Beach FL 1275 W Granada Blvd",brian.shleifer@nm.com,,Salesforce
9576228,,Michael LaCorte,,,michael.lacorte@sabacapital.com,,List import
10510687,,Shawn McNinch,Principal,Brown Brothers Harriman,shawn.mcninch@bbh.com,,List Import
10888205,Inactive Investor,Mary Ross,,J.P. Morgan Securities LLC New York NY 1003 Lexington Ave,,,Salesforce
10830044,Inactive Investor,Robert Hiss,,"IFP Securities, LLC Great Bend KS 2001 Broadway Ave",robert.hiss@ifpartners.com,,Salesforce
11106713,Inactive Investor,Richard Illges,Officer;Owner;Regulatory Contact;Vice President,"Greatmark Investment Partners, Inc.",richard@greatmarkonline.com,,Salesforce
10762603,Inactive Investor,Nancy Young,Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,nancy.young@morganstanley.com,,Salesforce
10938755,Inactive Investor,Andi Schnuck,Financial Advisor,Edward Jones Mount Airy NC 496 N Main St,andi.schnuck@edwardjones.com,,Salesforce
10848215,Inactive Investor,William Vestal,,D.A. Davidson & Co. Wilmington NC 1001 Military Cutoff Rd,avestal@dadco.com,,Salesforce
1926694,,Abubaker Saber,,,m.abubaker@gmail.com,,
10992754,Inactive Investor,Clemence Bruguier,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9621781,,Akash Agashe,,,agasheakash259@gmail.com,,List import
10856882,Inactive Investor,Dale Woodward,Co-Founder;Co-Owner;President,DW Financial Inc,dale@dwfinancialinc.com,,Salesforce
11057735,Inactive Investor,Devon Inman,Financial Advisor;Financial Representative,"Principal Securities, Inc. Tiffin IA 1140 Tall Grass Ave",inman.devon@principal.com,,Salesforce
10815088,Inactive Investor,John Ryan,Financial Advisor,Edward Jones East Moline IL 808 16th Ave,mitch.ryan@edwardjones.com,,Salesforce
10994888,Inactive Investor,Nathan Baga,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",nathan.baga@bernstein.com,,Salesforce
10849894,Inactive Investor,Amanda Tabachnick,Financial Advisor,"Ameriprise Financial Services, LLC Bradenton FL 11065 Gatewood Dr",amanda.panico@ampf.com,,Salesforce
9627957,,Rachel Millard,,,rachel.millard@edelman.com,,List import
10823816,Inactive Investor,Alexander Narciso,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 12 Path Plz",alexander.narciso@ml.com,,Salesforce
10644402,,Kyle Twiggs,,,kyle.twiggs@gs.com,,List Import
9570281,,Deirdre Rochford,,,dr@nitorumcapital.com,,List import
192023,,Brian Peters,Wealth Manager,Creative Planning,brian.peters@thinkingbeyond.com,615-946-2385,
11149215,Inactive Investor,Tyson Frerking,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",tyson.c.frerking@nm.com,,Salesforce
11160968,Inactive Investor,Rantavious Wooten,,"W&S Brokerage Services, Inc. Tampa FL 3903 Northdale Blvd",,,Salesforce
241281,,Kim Mccabe,,Klarman Family Foundation,kmccabe@klarmanfoundation.org, +1 617 236 7909,Database Upload
11058710,Inactive Investor,Ahmad Saafir,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",ahmad.saafir@ml.com,,Salesforce
10753415,Inactive Investor,Jason Habern,Financial Advisor,Edward Jones Richardson TX 801 E Campbell Rd,jason.habern@edwardjones.com,,Salesforce
11239153,Inactive Investor,Mauricio Miranda,,"Cf Global Trading, Llc",mmiranda@cfglobal.com,,Salesforce
9634488,,Floyd Siegel,,,fsiegel@whummer.com,,List import
10934449,Inactive Investor,Glen Kellam,Investment Services Representative,"CUSO Financial Services, L.P. Kalamazoo MI 4023 Portage St",,,Salesforce
10995521,Inactive Investor,Austin Wiese,,"Northwestern Mutual Investment Services, LLC Sheboygan WI 2124 Kohler Memorial Dr",austin.wiese@nm.com,,Salesforce
9570033,,Kevin Kotler,,,kevin@broadfincapital.com,,List import
25574,,ILAN MANDEL,MR,[[Unknown]],elimandel123@yahoo.com,5164811667,Database Upload
10991277,Inactive Investor,James Fazio,,LPL Financial LLC Killeen TX 2601 Trimmier Rd,james.fazio@lpl.com,,Salesforce
10618160,,Robert Davis,,,robert.davis@ceterawealth.com,,List Import
10929852,Inactive Investor,Kevin Taalman,,"Allstate Financial Services, LLC Northbrook IL 3605 Woodhead Dr",,,Salesforce
10888768,Inactive Investor,Richard Leighton,,"MML Investors Services, LLC Falmouth ME 23 Whitney Rd",rleighton@financialguide.com,,Salesforce
11054745,Inactive Investor,Donald Beard,,"Osaic Wealth, Inc. Fayetteville NC Private Residence",,,Salesforce
11163978,Inactive Investor,Patricia Thorpe,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Edmonds WA 303 5th Ave S",patricia.thorpe@rbc.com,,Salesforce
10829942,Inactive Investor,Frederick Vanpatten,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Cumming GA 5955 Pkwy North Blvd",frederick.vanpatten@equitable.com,,Salesforce
9615903,,Mac Kelley,,,cmk5686@gmail.com,,List import
10931763,Inactive Investor,David Williams,,"J.W. Cole Financial, Inc. Phoenix AZ 1240 E Missouri Ave",,,Salesforce
11039230,Inactive Investor,Junyu Guo,Chief Compliance Officer;Principal,JY Capital Management,,,Salesforce
111661,,Philip Gradwell,,Chainalysis,philip@chainalysis.com,(617) 495-1000,Organic Search
11030725,Inactive Investor,Alexander Keefe,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",alexander.keefe@robinhood.com,,Salesforce
10753485,Inactive Investor,Megan Granda,Financial Advisor,"Ameriprise Financial Services, LLC Saginaw MI 2205 Trautner Dr",megan.n.granda@ampf.com,,Salesforce
9575944,,Laura Carroll,,,lcarroll@ayco.com,,List import
10779707,Inactive Investor,Glenn Capalbo,,"Avantax Investment Services, Inc. West Warwick RI 211 Quaker Ln",,,Salesforce
10808617,Inactive Investor,Theodore Stiller,Financial Advisor,Park Avenue Securities LLC Kahului HI 355 Hukilike St,theo_stiller@glic.com,,Salesforce
11123455,Inactive Investor,Domenica Ackiss,Associate Financial Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",domenica.ackiss@ampf.com,,Salesforce
11210379,Inactive Investor,Heather Staton,Financial Advisor,Edward Jones Hendersonville NC Private Residence,heather.staton@edwardjones.com,,Salesforce
11160179,Inactive Investor,Steven Bartshe,,State Farm VP Management Corp. Eaton Rapids MI 234 S Main St,,,Salesforce
9564780,,Mohammad Malekzadeh,,,malekzadeh.moh@gmail.com,,List import
11105112,Inactive Investor,Teresa Hagan,,J.P. Morgan Securities LLC Irving TX 7825 N Macarthur Blvd,teresa.hagan@jpmorgan.com,,Salesforce
9645680,,Mehmet Hilmi Atas,,,atasmehmet@yahoo.com,,List import
56674,,George Guerrero,Principal,True Link Financial Advisors,george@truelinkfinancial.com,866-984-8576,Manual List Upload
11098586,Inactive Investor,Shawnte Berry,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,sberry@primerica.com,,Salesforce
10946957,Inactive Investor,Martha Sanchez,,"Farmers Financial Solutions, LLC Las Cruces NM 2145 E Lohman Ave",msanchez2@farmersagent.com,,Salesforce
9466679,,Michael Unetich,,Michael Unetich,mike.unetich@gmail.com,,List Import
10867687,Inactive Investor,Lindsey Harmon,Senior Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10768795,Inactive Investor,John Vieira,Financial Advisor,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",john.vieira@wellsfargoadvisors.com,,Salesforce
11154165,Inactive Investor,Leanne Farman,,"Osaic FA, Inc. Watkinsville GA Private Residence",leanne.farman@lfg.com,,Salesforce
10962772,Inactive Investor,Randi Bednarczyk,,"Raymond James Financial Services, Inc. Walnut Creek CA 1840 San Miguel Dr",,,Salesforce
10950176,Inactive Investor,Manuel Figueroa,Financial Advisor,"Brokers International Financial Services, LLC. Cutler Bay FL Private Residence",mfigueroa@brokersifs.com,,Salesforce
11024829,Inactive Investor,Joseph Mccormick,,LPL Financial LLC Madison WI 5910 Mineral Point Rd,joseph.mccormick@lpl.com,,Salesforce
11126090,Inactive Investor,Patrick Donnelly,,"The Benchmark Company, LLC",pdonnelly@benchmarkcompany.com,,Salesforce
9572548,,Kimberly Weidner,,,kimberly.weidner@pnc.com,,List import
10905867,Inactive Investor,Terrell Matthews,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,terrell.matthews@primerica.com,,Salesforce
10803298,Inactive Investor,Jeffrey Lieberman,Executive Director;Family Wealth Director;Financial Advisor;Managing Director;Portfolio Manager,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,jeffrey.a.lieberman@morganstanley.com,,Salesforce
11138728,Inactive Investor,Richard Kearney,Branch Manager;Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Moosic PA 72 Glenmaura National Blvd,rkearney@janney.com,,Salesforce
10772040,Inactive Investor,Joshua Moorman,Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Forest IL 780 N Western Ave",joshua.moorman@ml.com,,Salesforce
10612889,,Paul Lotito,"Senior Financial Advisor, Senior Vice President",,luv2dancelikeamonkey5@yahoo.com,,List Import
10986439,Inactive Investor,Cesar Gallego Valencia,,PFS Investments Inc. Hackettstown NJ 1500 County Road 517,cvalencia@primerica.com,,Salesforce
9544412,,Ryan Williams,,,rwilliams@sagepointadvisor.com,,List import
7250019,,Devan G Johnson,,,baykrepgwawaxth@valanides.com,,Web Form Fillout
11022669,Inactive Investor,Jonathan Canady,,J.P. Morgan Securities LLC Oklahoma City OK 6303 N Portland Ave,,,Salesforce
11071470,Inactive Investor,Daniel Fuhr,Financial Advisor,"Citizens Securities, Inc. Dallas PA 15 Main St",daniel.w.fuhr@citizenssecurities.com,,Salesforce
10773735,Inactive Investor,Louis Wittenberg,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
11003851,Inactive Investor,Benjamin Cook,Financial Advisor,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",benjamin.cook@equitable.com,,Salesforce
11127639,Inactive Investor,Gregory Powers,Managing Director,"TritonPoint Wealth, LLC Scottsdale AZ Private Residence",,,Salesforce
11197622,Inactive Investor,Steven Offill,Financial Planner;Principal,"Princeton Center Planning and Investments, LLC",,,Salesforce
10884068,Inactive Investor,Renee Hui,,HSBC Securities (USA) Inc.,renee.hui@us.hsbc.com,,Salesforce
10619202,,Brian Kenney,,,brian.kenney@morganstanley.com,,List Import
11193558,Inactive Investor,David Doll,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,david.e.doll@morganstanley.com,,Salesforce
9623681,,Josef Jendrek,,,jendrekjoe2@web.de,,List import
11111684,Inactive Investor,Nicholas Degrazia,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,nicholas.degrazia@gs.com,,Salesforce
353297,,Alessandro Mori,,Alessandro Mori,alexdmori@protonmail.com,,
10835867,Inactive Investor,Peter Ulbrich,Branch Manager;Executive Director - Investments;Portfolio Manager,Oppenheimer & Co. Inc. Birmingham MI 385 S Eton St,peter.ulbrich@opco.com,,Salesforce
10759694,Inactive Investor,Jill Boyce,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Elmira NY 100 W Water St",jill.boyce@wellsfargoadvisors.com,,Salesforce
10985106,Inactive Investor,Devin Dimaggio,,J.P. Morgan Securities LLC New York NY 2 Pennsylvania Plz,devin.dimaggio@jpmorgan.com,,Salesforce
11077659,Inactive Investor,Anna Schmitz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9558142,,James Protigal,,,jprotigal@spireip.com,,List import
11183445,Inactive Investor,Kevin Carroll,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,kevincarroll@statefarm.com,,Salesforce
1943752,,Doreen Vidato,,,doreen.vidato@gmail.com,,
11036505,Inactive Investor,Matthew Hirsh,,"Pruco Securities, LLC. Jericho NY 30 Jericho Executive Plz",matthew.hirsh@prudential.com,,Salesforce
373942,,Sadiq Ansari,,[Unknown],sadiq.ansari@gmail.com,,source
11176250,Inactive Investor,Dylan Waldman,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,dylan.waldman@jpmorgan.com,,Salesforce
9567643,,Brian Fernandez,,,bfernandez@matterfamilyoffice.com,,List Import
11084444,Inactive Investor,Matthew Bugarin,Research Analyst,12th Street Asset Management,mbugarin@12thstreetasset.com,,Salesforce
11073068,Inactive Investor,Vasiliki Manousogiannakis,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,vasiliki.manousogiannakis@us.hsbc.com,,Salesforce
9623224,,David An,,,david_zh_an@yahoo.de,,List import
10921488,Inactive Investor,Otto Bohon,Chief Operating Officer;Finance Professional,"Secure Investment Management, LLC Tucson AZ 3067 W Ina Rd",obohon@secureinvestmentmanagement.com,,Salesforce
9592187,,Shafia Usman,,,shafiausman53@gmail.com,,List import
11075494,Inactive Investor,Jeffrey Pike,Chief Compliance Officer;Chief Operating Officer;Member,Aviance Capital Partners LLC,jspike@aviancepartners.com,,Salesforce
346991,,Joseph Zabratanski,"Vice-President, manager",Donaldson Capital Management Llc,jzabratanski@risingdividendinvesting.blogspot.com,812-421-3211,Manual List Upload
11224975,Inactive Investor,Jonathan Henshue,Director of Alternatives,Johnson Financial Group,,,Salesforce
50000,,Joshua Griffin,Financial Advisor Associate,"SunTrust Advisory Services, Inc.",josh.m.griffin@suntrust.com,954-628-4757,
11260034,Inactive Investor,Devin Rasmussen,,LPL Financial LLC Rochester NY 3508 Mount Read Blvd,,,Salesforce
4973602,,Steve Lynchard,,,steve.lynchard@gmail.com,,Web Form Fillout
9605097,,Nguyen Le,,,nle20959@yahoo.com,,List import
10988946,Inactive Investor,Jacob Mercer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9637187,,Georg Marti,,,georg.marti@evtfa.com,,List import
11001989,Inactive Investor,Kimberly Clenney,,LPL Financial LLC Montgomery AL 1761 Taliaferro Trl,kimberly.clenney@lpl.com,,Salesforce
9600799,,Andrew Shearer,,,andrew.shearer@thinkingbeyond.com,,List import
11104749,Inactive Investor,Charlene Masten,,LPL Financial LLC Rochester NY 3290 Monroe Ave,charlene.masten@lpl.com,,Salesforce
11229409,Inactive Investor,Benjamin Sorota,,William Blair,,,Salesforce
11084307,Inactive Investor,Shawn Glasgow,,"Kestra Investment Services, LLC Auburn Hills MI 3250 Auburn Rd",,,Salesforce
11021481,Inactive Investor,Fnu Jija Gopal,,J.P. Morgan Securities LLC Acworth GA 1775 Mars Hill Rd NW,fnu.jija-gopal@jpmorgan.com,,Salesforce
10847091,Inactive Investor,Dang Nguyen,Investment Strategist;Portfolio Manager;Shareholder,"Midwest Professional Planners, Ltd.",nguyen@mpplplan.com,,Salesforce
10843638,Inactive Investor,Edward Villanyi,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",edward.villanyi@stifel.com,,Salesforce
337868,,Katherine Grant,Chief Operating Officer,Atwater Wealth Management,kgrant@atwaterwealth.com,617-723-1439,Manual List Upload
9598154,,Dzikamai Muchemedzi,,,weekendlessman@protonmail.com,,List import
10904165,Inactive Investor,Joanna Wanninger,,LPL Financial LLC West Des Moines IA 4801 Westown Pkwy,joanna.wanninger@lpl.com,,Salesforce
11163175,Inactive Investor,Scott Cooper,Principal;Vice President,Commonwealth Financial Network Annandale NJ 67 Beaver Ave,scooper@commonwealth.com,,Salesforce
9636058,,Debra Perez,,,perez@famfunds.com,,List import
10613488,,Daniel Ladner,"Financial Advisor, Senior Vice President - Wealth Management",,dan.ladner@ubs.com,,List Import
10793959,Inactive Investor,Jillian Greene,Financial Advisor Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,jillian.greene@morganstanley.com,,Salesforce
10975019,Inactive Investor,Edgar Zamora,,PFS Investments Inc. Silver Spring MD 11002 Veirs Mill Rd,edgar.zamora@primerica.com,,Salesforce
10887130,Inactive Investor,Eric Wellford,,Fidelity Brokerage Services LLC,,,Salesforce
10838409,Inactive Investor,Michael Christodoulou,Financial Advisor,Edward Jones Stony Brook NY 97 Main St,michael.christodoulou@edwardjones.com,,Salesforce
217530,,Antonio Alexander Hernández Laverde,,[Unknown],alexanderdag1986@gmail.com,,Direct
9637832,,Paul Dimitruk,,,paul.dimitruk@partners-cap.com,,List import
10954617,Inactive Investor,Sarah Alexander,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
6977760,Inactive Investor,Douglas Reed,,Continental Stock Transfer & Trust,dreed@continentalstock.com,2128455221,
350902,,Brent Wertz,Managing Partner,Deep Blue Investment Advisors,brent@waterwalkerinvestments.com,813-238-4800,Manual List Upload
353125,,Brandon Mattis,Trader,FTMO,brandonmattis@gmail.com,,Event
11092375,Inactive Investor,Christopher Odle,,"Crews & Associates, Inc.",bodle@crewsfs.com,,Salesforce
10753436,Inactive Investor,Rosa Gonzalez,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,rosa.gonzalez@morganstanley.com,,Salesforce
9575837,,ERDEM GENCAL,,,erdem.gencal@gmail.com,,List import
242912,,Edward Schiavi,SVP,Internation Asset,big_edd_2000@yahoo.com,,Manual List Upload
10839573,Inactive Investor,Paul Quinn,Founder,Quinn Capital LLC Bozeman MT 3300 E Graf St,,,Salesforce
9599010,,Jonathan Deus,,,jdeus@aol.com,,List import
10615415,,Andres Rubinstein,"Financial Advisor, International Client Advisor, Senior Vice President",,andres.rubinstein@morganstanley.com,,List Import
11069669,Inactive Investor,Richard Kuriger,Financial Advisor;Financial Professional,"MML Investors Services, LLC Houston TX 3 Greenway Plz",rkuriger@financialguide.com,,Salesforce
10821310,Inactive Investor,Edwin Klein,,"Osaic Wealth, Inc. Aberdeen WA 405 W Heron St",,,Salesforce
11122306,Inactive Investor,Michael Scott,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,mscott05@ft.newyorklife.com,,Salesforce
10955872,Inactive Investor,Nash Morgan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11106843,Inactive Investor,David Hernandez,Financial Advisor,Edward Jones Fuquay Varina NC 604 Stellata Dr,david.hernandez@edwardjones.com,,Salesforce
10611355,,William Whelan,"Senior Financial Advisor, Vice President",,william_whelan@ml.com,,List Import
10494370,,Nikitas Koumoundouros,"Chief Compliance Officer, Founder, Managing Member, Wealth Manager",Komons Financial LLC,nkoumo@gmail.com,,List Import
10762443,Inactive Investor,Jeffrey Dunn,Financial Advisor,Edward Jones Union KY Private Residence,,,Salesforce
11127844,Inactive Investor,Eli Beisser,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,eli_beisser@vanguard.com,,Salesforce
10867363,Inactive Investor,Charles Williams,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,charles.williams@fidelity.com,,Salesforce
10756963,Inactive Investor,Nathan Barns,Financial Advisor,Edward Jones Jenks OK 517 W Aquarium Pl,nate.barns@edwardjones.com,,Salesforce
10754772,Inactive Investor,Robert Gehl,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Chattanooga TN 412 Georgia Ave",robert.gehl@wellsfargoadvisors.com,,Salesforce
10882958,Inactive Investor,Franklin Miranda,,"Wells Fargo Clearing Services, LLC Oakland CA 344 Highland Ave",franklin.l.miranda@wellsfargo.com,,Salesforce
11092864,Inactive Investor,Scott Garvey,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
11155124,Inactive Investor,Noah Naparst,,Goldman Sachs & Co.,,,Salesforce
48350,,James Brocke,Financial Professional,"MML Investors Services, LLC",jbrocke@massmutual.com,317-469-9999,
166284,,Mario Weber,,[Unknown],puremx@gmail.com,,
11061632,Inactive Investor,Scott Schissler,,State Farm VP Management Corp. Great Falls MT 222 15th St S,,,Salesforce
10924162,Inactive Investor,David Poudrier,Senior Wealth Advisor,Exencial Wealth Advisors Tampa FL 100 S Ashley Dr,dpoudrier@exencialwealth.com,,Salesforce
10889556,Inactive Investor,Bret Hackett,Relationship Manager,Merit Financial Advisors Southlake TX 2625 E Southlake Blvd,,,Salesforce
11051186,Inactive Investor,Jacob Russell,Financial Advisor,Edward Jones Shawnee OK 4010 N Kickapoo Ave,jacob.russell@edwardjones.com,,Salesforce
10890808,Inactive Investor,Charles Priest,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,charles.priest@fidelity.com,,Salesforce
10790953,Inactive Investor,Ryan Hetzer,Senior Vice President,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,ryan.hetzer@ubs.com,,Salesforce
10973170,Inactive Investor,Darrin Boland,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10883564,Inactive Investor,Rafay Khalid,Member,Solomon and Associates LLC,rafay@solomonandassociates.co,,Salesforce
10757746,Inactive Investor,Joel Lansat,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",joel.lansat@rbc.com,,Salesforce
11042171,Inactive Investor,Camden Quenneville,Financial Planner,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
11015264,Inactive Investor,Aleksas Mitrius,,PFS Investments Inc. Fort Myers FL 8191 College Pkwy,amitrius@primerica.com,,Salesforce
225701,,Ciprian -,,personal,ciprian.timofte@googlemail.com,,Initial Salesforce Import
11260056,Inactive Investor,Juan Crawford,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9545527,,John Edwards,,,johnwedwards2012@gmail.com,,List import
11254528,Inactive Investor,Mason McKinnie,,"The Leaders Group, Inc.",,,Salesforce
11118687,Inactive Investor,John Murphy,,"Raymond James Financial Services, Inc. Andover MA 300 Brickstone Sq",john.murphy@raymondjames.com,,Salesforce
11049341,Inactive Investor,Claire Ciarciello,,LPL Financial LLC Atlanta GA 1025 Virginia Ave,claire.ciarciello@lpl.com,,Salesforce
10756572,Inactive Investor,Jennifer Wilson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",jennifer.wilson2@ml.com,,Salesforce
10861999,Inactive Investor,Patricia Thomas,,LPL Financial LLC Roslyn NY 1400 Old Northern Blvd,patricia.thomas@lpl.com,,Salesforce
10928715,Inactive Investor,Peter Achor,,"Cadaret, Grant & Co., Inc. Hershey PA 203 W Caracas Ave",,,Salesforce
11020715,Inactive Investor,Steven Johnson,,"Osaic Wealth, Inc. Green Bay WI 2261 Fox Heights Ln",,,Salesforce
9642656,,Christopher Parsons,,,sweetmeat418@gmail.com,,List import
10659295,,Nickolas Dreps,,,ndreps@stout.com,,List Import
11221217,,Johnathan Wilhelm,,,jwilhelm@ftportfolios.com,,List Import
9573647,,Charles Diker,,,cdiker@dikerllc.com,,List import
10934914,Inactive Investor,Daniel Schmaltz,,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
10882600,Inactive Investor,Kyle Bowen,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",,,Salesforce
11196109,Inactive Investor,Donald Canade,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,donald.a.canade@fmr.com,,Salesforce
9598718,,Tony Chow,,,tony@nimble.vc,,List import
11233517,Inactive Investor,Andrew Lafontain,,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",,,Salesforce
11190968,Inactive Investor,Donna Blamberg,Chief Compliance Officer;Director - Operations;Senior Director,"Heck Capital Advisors, LLC",dblamberg@heckcapital.com,,Salesforce
11125091,Inactive Investor,Joyce Pray,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
237277,, -,,[[Unknown]],kayda333@gmail.com,,
10982396,Inactive Investor,Zlatko Beganovic,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
1004271,Inactive Investor,Bill Brown,,Bill Brown,bill@creationwealthcapital.com,,3rd Party Lead Gen
10773460,Inactive Investor,James Tapp,Area Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",james.tapp@wellsfargoadvisors.com,,Salesforce
10892023,Inactive Investor,Jiyun Chan,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",,,Salesforce
9574694,,Patrick Leviseur,,,patrick.leviseur@pnc.com,,List import
9598863,,Lawrence Coolidge,,,lcoolidge@lwcotrust.com,,List import
10866121,Inactive Investor,Kaye Meyer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,kaye.meyer@edwardjones.com,,Salesforce
10597118,,Allan Swope,,,allan.swope@yahoo.com,,Web Form Fillout
10509870,,Alberto Munoz,Design Specialist,VettaFi,alberto.munoz@vettafi.com,,List Import
9567777,,Raj Patel,,,rajpatelmd1@gmail.com,,List import
11010510,Inactive Investor,David Moler,,NYLIFE Securities LLC Bethesda MD 6901 Rockledge Dr,dmoler@eaglestrategies.com,,Salesforce
10880366,Inactive Investor,Yanni Zhang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 901 Via Piemonte",,,Salesforce
11029320,Inactive Investor,Arthur Caione,Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,arthur.caione@opco.com,,Salesforce
11031582,Inactive Investor,Jensen Stine,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10823654,Inactive Investor,Hripsime Keoshgerian,Associate Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,sima.keoshgerian@morganstanley.com,,Salesforce
11103082,Inactive Investor,Justin Ahner,,Commonwealth Financial Network Plymouth Meeting PA 600 W Germantown Pike,jahner@commonwealth.com,,Salesforce
11082493,Inactive Investor,Scott Houtsma,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10811271,Inactive Investor,Zack Warringer,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",zack_warringer@ml.com,,Salesforce
9611227,,Henry Jasinski,,,wnr@mail.com,,List import
332487,,Hamid hamidiii,,[Unknown],hamidhamidiii288@gamail.com,,source
9626637,,Noon Vichitra,,,med-nun@hotmail.com,,List import
11080739,Inactive Investor,Liam Mccarthy,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",liam.mccarthy@ml.com,,Salesforce
11082425,Inactive Investor,David Hengel,Financial Advisor,"Ameriprise Financial Services, LLC Henderson NV 2900 W Horizon Ridge Pkwy",david.hengel@ampf.com,,Salesforce
33860,,Sasha Gichev,,Switzerland,sasestoilkov@gmail.com,,
11191285,Inactive Investor,Charles Wisdom,Chief Executive Officer;Partner,HoganTaylor Wealth,,,Salesforce
11236186,Inactive Investor,William Connors,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
10876148,Inactive Investor,Bradley Wurth,,Country Capital Management Company Normal IL 1506 E Vernon Ave,bradley.wurth@countryfinancial.com,,Salesforce
11044781,Inactive Investor,Danny Guzman,,PFS Investments Inc. Toa Baja PR Plaza Pradera Carr 167,115ct@primerica.com,,Salesforce
10757195,Inactive Investor,William Stemzynski,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",william.stemzynski@ml.com,,Salesforce
10962511,Inactive Investor,Daniel Reisbacher,,M. S. Howells & Co.,daniel@mshowells.com,,Salesforce
10937599,Inactive Investor,Brian Gourley,Chief Compliance Officer;Chief Executive Officer;Senior Portfolio Manager,Genysys Asset Management LLC,brian@genysys.net,,Salesforce
9594654,,Joseph Griffin,,,joseph@afs-inc.org,,List import
11170168,Inactive Investor,John Dahl,,Citigroup Global Markets Inc.,john.c.dahl@citi.com,,Salesforce
11018371,Inactive Investor,Michael Grossman,Investment Research Analyst,"Kornitzer Capital Management, Inc.",,,Salesforce
10578803,,FRED GRUBER,,,fredthejazzman@comcast.net,,Web Form Fillout
11259956,Inactive Investor,Aaron Moseley,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
80887,,Jennifer COOk,Certified Public Accountant,"Allen Capital Group, Llc",jennifer@allencapgroup.com,308-385-1500,Manual List Upload
10828623,Inactive Investor,Andrew Christensen,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11018424,Inactive Investor,Connor Haggerty,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,connor_haggerty@vanguard.com,,Salesforce
11186632,Inactive Investor,Nazario Hernandez,,J.P. Morgan Securities LLC Chino CA 12193 Central Ave,nazario.hernandez@jpmorgan.com,,Salesforce
11045218,Inactive Investor,Joseph Plank,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",joseph.p.plank@ml.com,,Salesforce
11129917,Inactive Investor,Thomas Longo,Financial Advisor,"Forum Financial Management, LP",tlongo@forumfinancial.com,,Salesforce
9579172,,Gregory Bunger,,,greg@kennedywealth.com,,List import
9560975,,Hector Fernando Vallejos Stalla,,,fernandostalla@gmail.com,,List import
9551071,,TOMOYUKI BATORI,,,tomoyuki.b1108@gmail.com,,List import
10845303,Inactive Investor,John Doherty,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",,,Salesforce
10877607,Inactive Investor,Matthew Morrison,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 1 Clifton Country Rd",matt.morrison@ml.com,,Salesforce
11001926,Inactive Investor,Andrew Tangaro,Compliance Counsel,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,andrew.tangaro@edwardjones.com,,Salesforce
9577876,,Tri Dang,,,tdangstl@gmail.com,,List import
11162548,Inactive Investor,Betty Hand,,"FBL Marketing Services, LLC",betty.hand@fblfinancial.com,,Salesforce
10854732,Inactive Investor,Scott Costine,Wealth Management Advisor,LPL Financial LLC Denville NJ 5 E Main St,scott.e.costine@lpl.com,,Salesforce
11050273,Inactive Investor,Patricia Kollath,Chief Compliance Officer;Financial Coach;Partner;Wealth Manager,Inspired Financial Planners,tkollath@inspiredfin.com,,Salesforce
11228545,Inactive Investor,Edward Rich,Executive Director,J.P. Morgan Securities LLC Boston MA 160 Federal St,,,Salesforce
10486457,,Mitzi Cook,Investment Advisor,PFS Investments Inc.,mitzi.cook@primerica.com,,List Import
11122964,Inactive Investor,Elizabeth Taylor,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,eftaylor01@ft.newyorklife.com,,Salesforce
11061198,Inactive Investor,Roma Wallace,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9615231,,fhdf gfhdfg,,,fdgdsahunsen@info.com,,List import
11105119,Inactive Investor,Clayton Cornett,Financial Advisor,Edward Jones Central City KY 1601 W Everly Brothers Blvd,clayton.cornett@edwardjones.com,,Salesforce
248831,,Kai Ren,director,BNYM,kai.ren@bnymellon.com,,Manual List Upload
11012276,Inactive Investor,Jenna Grodecki,Associate,Thrivent Investment Management Inc.,jenna.grodecki@thrivent.com,,Salesforce
10661481,,Timothy Bodnar,,,tbodnar@huroninvestments.com,,List Import
10934863,Inactive Investor,Matias Cuadra Court,Managing Director;Managing Partner,BR Capital Miami FL 848 Brickell Ave,mcuadra@brcapitalus.com,,Salesforce
10828092,Inactive Investor,Karl Lambert,Financial Advisor;Financial Advisor - Private Client Group;Managing Director;Senior Vice President,"RBC Capital Markets, LLC Austin TX 300 W 6th St",karl.lambert@rbc.com,,Salesforce
11171027,Inactive Investor,James Hammond,,"Regulus Financial Group, LLC Lexington KY 176 Pasadena Dr",,,Salesforce
11235765,Inactive Investor,Kevin Moran,Chief Operating Officer;Regulatory Contact,"Tiedemann Advisors, LLC",kmoran@tiedemannadvisors.com,,Salesforce
10947793,Inactive Investor,Scott Jamison,,Cetera Advisor Networks LLC Boise ID 6154 N Meeker Pl,scott.jamison@ceterawealth.com,,Salesforce
10617475,,Fazal Khan,,,fazal.m.khan@jpmorgan.com,,List Import
10966936,Inactive Investor,Michael Roscoe,Senior Investment Advisor,"Primoris Wealth Advisors, LLC",mr@primoriswealthadvisors.com,,Salesforce
11046181,Inactive Investor,Michael Wheeler,Family Wealth Advisor;Financial Advisor;Vice President,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,michael.j.wheeler@morganstanley.com,,Salesforce
10784981,Inactive Investor,Bruce Barton,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Principal;Treasurer;Wealth Manager,"Parkworth Wealth Management, Inc.",bbarton@parkworth.com,,Salesforce
10614934,,Melissa Ruttner,Financial Advisor,,melissa.ruttner@morganstanley.com,,List Import
10919532,Inactive Investor,Daniel Kresh,Financial Advisor,Commonwealth Financial Network Islandia NY 1377 Motor Pkwy,dkresh@commonwealth.com,,Salesforce
10842391,Inactive Investor,Nancy Dotson,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bridgeport WV 45 Professional Pl",nancy.dotson@stifel.com,,Salesforce
10803137,Inactive Investor,Sandor Petrovics,Investment Associate;Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,sandor.petrovics@jpmorgan.com,,Salesforce
173019,,Rand Random,,[Unknown],rand.random@gmail.com,,
11019601,Inactive Investor,Brenton Fields,Financial Advisor,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",brenton.fields@valic.com,,Salesforce
11014516,Inactive Investor,Tyler Pellerito,,United Planners' Financial Services of America A Limited Partner Grandville MI 4144 Chicago Dr SW,,,Salesforce
9620324,,robert Cavicchio,,,robcavicchio@soundtrackgroup.com,,List import
11060801,Inactive Investor,Coleman Goldsmith,,"Dempsey Lord Smith, LLC Cincinnati OH 2702 Erie Ave",coleman.goldsmith@dempseyi.com,,Salesforce
10755584,Inactive Investor,Chadwick Shull,Financial Advisor,LPL Financial LLC Decatur AL 1807 6th Ave SE,chadwick.shull@lpl.com,,Salesforce
9575309,,Nicholas Harden,,,nicholas.harden@53.com,,List import
10906621,Inactive Investor,Amanda McGehee,Shareholder,"McGehee Wealth Advisory Group, Inc.",,,Salesforce
10853724,Inactive Investor,Franklin Rockwood,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,franklin.rockwood@fidelity.com,,Salesforce
10648070,,William Allen,,,wallen@cedrusfinancial.com,,List Import
11146107,Inactive Investor,Federico Flom,Chief Compliance Officer;President,Methodica Investment Management LLC,,,Salesforce
11151168,Inactive Investor,Elaine Irias,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,elaine.irias@jpmorgan.com,,Salesforce
9548618,,Mark Flores,,,markflores52000@yahoo.com,,List import
9639114,,Yuri Carioni Engelke,,,diretoria.financeira@oabprev-sc.org.br,,List import
9630139,,Scott Sameroff,,,ssameroff@gmail.com,,List import
10952640,Inactive Investor,Jeremy Mincks,,LPL Financial LLC Irvine CA 32 Executive Park,jeremy.mincks@lpl.com,,Salesforce
10996088,Inactive Investor,Luke Rossi,,William Blair Charlotte NC 101 S Tryon St,lrossi@williamblair.com,,Salesforce
10791088,Inactive Investor,Kelly Gromoll,Senior Wealth Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11192657,Inactive Investor,James Coleman,,"Raymond James Financial Services, Inc. Uvalde TX 145 N Camp St",james.coleman@raymondjames.com,,Salesforce
10817359,Inactive Investor,Kimberly McCaslin,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",kimberly.mccaslin@ml.com,,Salesforce
9582740,,Jessica Hite,,,jhite@stewardcapital.com,,List import
10960551,Inactive Investor,Colin Leuze,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10905649,Inactive Investor,Linda Brittain,,"Wells Fargo Clearing Services, LLC Gastonia NC 403 Cox Rd",linda.brittain@wellsfargo.com,,Salesforce
10848102,Inactive Investor,Sharon Harrison,,"Cambridge Investment Research, Inc. Cincinnati OH 8170 Corporate Park Dr",,,Salesforce
216313,,Scott Melbrod,Managing Partner,Taxable Wealth,scott@taxablewealth.com,,Event
11204098,Inactive Investor,Chad Norfolk,Board of Directors;Principal;Senior Advisor;Shareholder,"WMS Partners, LLC",cnorfolk@wms-partners.com,,Salesforce
10772793,Inactive Investor,Lawrence Coolidge,General Partner;Owner,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",lcoolidge@lwcotrust.com,,Salesforce
10989012,Inactive Investor,Christina Stubbs,,"Amerant Investments, Inc.",,,Salesforce
11173594,Inactive Investor,Andrew Quillope,Financial Advisor,"Ameriprise Financial Services, LLC Long Beach CA 3900 Kilroy Airport Way",andrew.m.quillope@ampf.com,,Salesforce
11111173,Inactive Investor,Joseph Tatusko,Co-Chief Investment Officer,"CFO Capital Management, LLC Fairfield CT 1305 Post Rd",jtatusko@cfocapmgmt.com,,Salesforce
10614790,,Evelyn Garcia,"Financial Advisor, International Client Advisor, Senior Vice President - Wealth Management",,evelyn.garcia@morganstanley.com,,List Import
10604576,,Craig Stavely,Managing Member,Trinity Wealth Partners,craig@trinity-wealth.co,720-260-3595,List Import
11039653,Inactive Investor,Thomas Reagan,,"Kestra Investment Services, LLC Merrick NY 1840 Merrick Ave",,,Salesforce
11136522,Inactive Investor,Lester Holmes,,"Berthel, Fisher & Company Financial Services, Inc. Elk Grove CA 9245 Laguna Springs Dr",lesholmes@berthelrep.com,,Salesforce
2184305,,George Porchester,,,george@altaclara.co.uk,,
10862896,Inactive Investor,Christopher Meninno,Financial Professional,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
11187290,Inactive Investor,John McGuinness,,"The Leaders Group, Inc.",,,Salesforce
10875695,Inactive Investor,Jabari King,Financial Advisor,Edward Jones Houston TX 5630 N Eldridge Pkwy,jabari.king@edwardjones.com,,Salesforce
9576623,,Jeffrey McCreery,,,jmccreery@massmutual.com,,List import
11144717,Inactive Investor,Derek Oxford,Financial Advisor,CPS Investment Advisors,,,Salesforce
10982463,Inactive Investor,Bruno Metes,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",bruno.metes@equitable.com,,Salesforce
9589990,,John Ritter,,,john@ritterdaniher.com,,List import
10921023,Inactive Investor,Caleb Huftalin,Chief Compliance Officer;Director - Wealth Management,Ridgeline Private Wealth,,,Salesforce
53001,,Peter Laurenzo,,GWN Securities Inc.,plaurenzo@gwnsecurities.com,518-435-9042,
35461,,Ross Wyatt,Advisor,"MML Investors Services, LLC",rwyatt@massmutual.com,770-353-0487,
11085367,Inactive Investor,Terry Blakely,,State Farm VP Management Corp. Danville VA 2501 Franklin Tpke,,,Salesforce
9573180,,Frank Legan,,,frank.legan@securitiesamerica.com,,List import
11098107,Inactive Investor,Judith Bode,,"J.W. Cole Financial, Inc. Tomball TX 994 Village Square Dr",,,Salesforce
10928836,Inactive Investor,Mariella Fitzgerald,,Cetera Advisor Networks LLC Pt. Pleasant NJ Private Residence,,,Salesforce
10832581,Inactive Investor,Terry Stanfill,,"Grove Point Investments, LLC Grand Blanc MI 11225 S Saginaw St",tstanfill@hbeckinc.com,,Salesforce
213592,,Lance Johnson,,United States,lancej.75@gmail.com,,
9543549,,Mark Walter,,,mwalter@wisdirect.com,,List import
10791576,Inactive Investor,Charles Thomas,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Texarkana TX 1821 Moores Ln",frank.thomas@wellsfargoadvisors.com,,Salesforce
11091939,Inactive Investor,Nirmala Patel,,J.P. Morgan Securities LLC Jersey City NJ 2 Journal Square Plz,nirmala.patel@jpmorgan.com,,Salesforce
11226856,,Reza Babaeidarbandi,,,rezababaeidarbandi1993@gmail.com,,Web form fillout
11113296,Inactive Investor,Janelle Aldridge,Financial Advisor,"LPL Enterprise, LLC",janelle.aldridge@lpl.com,,Salesforce
10930754,Inactive Investor,Michael McGarry,,"Allstate Financial Services, LLC Columbus GA 7195 Moon Rd",michaelmcgarry@allstate.com,,Salesforce
10810955,Inactive Investor,Kevin Calandro,Financial Advisor;Senior Vice President,Morgan Stanley Dallas TX 8383 Preston Center Plz,kevin.calandro@ms.com,,Salesforce
11173776,Inactive Investor,Thomas Hill,Financial Advisor,Edward Jones Midland TX 2602 W Kansas Ave,,,Salesforce
11020768,Inactive Investor,Rachel Kalfus,,"Empower Financial Services, Inc",rachel.kalfus@empower.com,,Salesforce
10831950,Inactive Investor,Mark Elhilow,Managing Member;President;Principal;Secretary,Blue Ocean Capital,mark@blueoceancpa.com,,Salesforce
10892886,Inactive Investor,Peter Rivas,,"Osaic Wealth, Inc. Newport Beach CA 17 Corporate Plaza Dr",,,Salesforce
11234617,Inactive Investor,Arash Mohebi,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10860767,Inactive Investor,Matthew Queen,Chief Compliance Officer;Wealth Manager,"Financial Partners Group, Inc.",matt@fpgkc.com,,Salesforce
11101408,Inactive Investor,Michael Springer,,State Farm VP Management Corp. Carrolltown PA 131 N Main St,mike.springer.bvco@statefarm.com,,Salesforce
11213210,Inactive Investor,William Cullen,,"Avantax Investment Services, Inc. Phoenix AZ 11201 N Tatum Blvd",,,Salesforce
11159799,Inactive Investor,Lance Dinatale,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10646389,,Greg Graham,,,ggraham@tiaa-cref.org,,List Import
9551099,,James Riley,,,jriley@dkpartners.com,,List import
9614195,,V. Esch,,,vonescher@gmail.com,,List import
10645078,,Denise Skweres,,,dskweres@tjmbrokerage.com,,List Import
11192487,Inactive Investor,Michael Scala,,Santander Securities LLC Staten Island NY 3150 Amboy Rd,,,Salesforce
9615320,,Chris Daly,,,badgerd5001@gmail.com,,List import
10905211,Inactive Investor,Jack Lano,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10847300,Inactive Investor,Paula Nangle,Chief Executive Officer;Director;President;Regulatory Contact;Senior Wealth Advisor,"The Marshall Financial Group, Inc",pnangle@marshallfinancial.com,,Salesforce
9551959,,Oscar Fiallos,,,fiallososcarito583@gmail.com,,List import
9580951,,Jihan -,,,176925761@qq.com,,List import
9605642,,Blah Blah,,,collegeyajairasalins@gmail.com,,List import
11013511,Inactive Investor,Jennifer Butson,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,jennifer.butson.in0l@statefarm.com,,Salesforce
9611698,,david kang,,,xdavkx@yahoo.com,,List import
11007181,Inactive Investor,Fred Apodaca,,"Kestra Investment Services, LLC Denver CO 870 Kipling St",,,Salesforce
46130,,Jonathan Hart,Vice President,Fisher Investments,j.hart@fi.com,,
10801237,Inactive Investor,David Jager,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Desert CA 74245 Hwy 111",david.jager@wellsfargo.com,,Salesforce
10786425,Inactive Investor,Brandie Mulligan,Financial Consultant,"Wells Fargo Clearing Services, LLC Gloversville NY 196 2nd Ave",brandie.mulligan@wellsfargoadvisors.com,,Salesforce
10767509,Inactive Investor,Amanda Poe,,Cetera Investment Services LLC Birmingham AL 1900 5th Ave N,,,Salesforce
11232170,Inactive Investor,Sharolyn Wood,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,swood@primerica.com,,Salesforce
10857361,Inactive Investor,Michelle Brown,,"Raymond James & Associates, Inc. Zanesville OH 17 N 4th St",michelle.brown@raymondjames.com,,Salesforce
155025,,Mermet-Bouvier Williams,,[Unknown],w.mermetbouvier@gmail.com,,
11070097,Inactive Investor,Cynthia Gifford,,"Raymond James Financial Services, Inc. Huntsville AL 409 Madison St SE",cynthia.gifford@raymondjames.com,,Salesforce
10845842,Inactive Investor,Bryan Debroka,,HSBC Securities (USA) Inc. Houston TX 3050 Post Oak Blvd,bryan.debroka@us.hsbc.com,,Salesforce
10903612,Inactive Investor,Daniel Garvin,,"Triumph Wealth Advisors, Inc.",,,Salesforce
10843382,Inactive Investor,Andrew Paladino,,USA Financial Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,,,Salesforce
10931652,Inactive Investor,Huison Kim,,"MML Investors Services, LLC Carrollton TX 1220 W Trinity Mills Rd",,,Salesforce
9415728,,Linus Chou,,Linus Chou,linuspchou@gmail.com,,3rd Party Lead Gen
10807247,Inactive Investor,Raymond Jacques,Chief Compliance Officer;President,"New England Schooner, Inc.",rjacques@neschooner.com,,Salesforce
10963463,Inactive Investor,Garrett Atkinson,,"Osaic Wealth, Inc. Punta Gorda FL 310 Dupont St",,,Salesforce
9646032,,Nancy Not Provided,,,nwojtas@cooley.com,,List import
11115026,Inactive Investor,Kelly Forrester,,The Huntington Investment Company Springboro OH 736 N Main St,kelly.forrester@huntington.com,,Salesforce
9581026,,Mark Schoenbeck,,,mark.schoenbeck@kestrafinancial.com,,List import
10966014,Inactive Investor,Ronald Haller,Investment Advisor Representative,RichMark Private Wealth Management,,,Salesforce
11008940,Inactive Investor,Matthew Reynolds,,MM Ascend Life Investor Services LLC,,,Salesforce
11127887,Inactive Investor,Frank Walker,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,frank.walker@fidelity.com,,Salesforce
222439,,Edward Stanley,,Morgan Stanley,edward.stanley@morganstanley.com,,source
11174399,Inactive Investor,Pamela Abercrombie Capps,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,pamela.a.capps@jpmorgan.com,,Salesforce
10841894,Inactive Investor,Oria Dafe,,State Farm VP Management Corp. Sugar Land TX 830 Julie Rivers Dr,,,Salesforce
9559374,,Lisa Mursu,,,lmursu@calamos.com,,List import
10854306,Inactive Investor,Jacob Hardy,,SECU Brokerage Services Salisbury NC 1030 Mooresville Rd,jacob.hardy@ncsecu.org,,Salesforce
11037448,Inactive Investor,Michael Okinaka,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
11164309,Inactive Investor,Clark Johnson,Financial Advisor,LPL Financial LLC North Little Rock AR 705 Main St,clark.johnson@lpl.com,,Salesforce
11194599,Inactive Investor,Melanie Reeve,Insurance Advisor,"Osaic Wealth, Inc. Raleigh NC 3915 Beryl Rd",,,Salesforce
11037288,Inactive Investor,Ashley Aurigemma,Wealth Management Associate,Morgan Stanley,ashley.aurigemma@morganstanley.com,,Salesforce
9618167,,Bradbury Dyer,,,brad@paragonassociates.net,,List import
10854169,Inactive Investor,James Fazio,Financial Advisor,Edward Jones Fort Collins CO 2720 Council Tree Ave,jim.fazio@edwardjones.com,,Salesforce
11185134,Inactive Investor,Jeffrey Bohn,Financial Advisor,Edward Jones Pleasanton CA 5980 Stoneridge Dr,jeff.bohn@edwardjones.com,,Salesforce
10818233,Inactive Investor,Michael Spacucello,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11075960,Inactive Investor,Eric Kalkowski,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,ekalkowski@ft.newyorklife.com,,Salesforce
10780949,Inactive Investor,Anthony Adamshick,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",anthony_adamshick@ml.com,,Salesforce
10802498,Inactive Investor,Ericson Dos Reis,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,ericson.reis@morganstanley.com,,Salesforce
10877313,Inactive Investor,Carson Ziegler,Senior Associate,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,carson.ziegler@jpmorgan.com,,Salesforce
10836363,Inactive Investor,Bonny Mill,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,bonny.lennette@edwardjones.com,,Salesforce
11000911,Inactive Investor,Wayne Mok,,J.P. Morgan Securities LLC New York NY 360 Park Ave,,,Salesforce
11003550,Inactive Investor,Sherrelle Banks,,"Wells Fargo Clearing Services, LLC Los Angeles CA 3649 Stocker St",,,Salesforce
10969626,Inactive Investor,Elise Paz,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11232091,Inactive Investor,Lucas Schneider,Manager - Financial Planning,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,ladschneider@rwbaird.com,,Salesforce
10844202,Inactive Investor,Anne Umbarger,Chief Investment Officer;Corporate Secretary;Portfolio Manager;Principal;Regulatory Contact,"MontVue Capital Management, Inc.",ascruggs@montvue.com,,Salesforce
340417,,Nick Demarco,Vice President,"Altus Capital Partners, Inc.",ndemarco@altuscapitalpartners.com,203-429-2000,Manual List Upload
11024718,Inactive Investor,Susanna Bracke,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",susanna.bracke@wellsfargoadvisors.com,,Salesforce
9628761,,Francois Demers-Telmosse,,,francoistelmosse@gmail.com,,List import
11135952,Inactive Investor,Stephanie Goucher,,Cetera Advisors LLC Lenexa KS Private Residence,stephanie.goucher@ceteraadvisors.com,,Salesforce
10902531,Inactive Investor,Carlos Arguello,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,carlos.arguello@ubs.com,,Salesforce
10612512,,Garrett Hurley,Financial Advisor,,garrett.hurley@ampf.com,,List Import
9552002,,Randy Clark,,,rclark@windsorwealth.com,,List import
11169039,Inactive Investor,Eric Krupiarz,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",eric.krupiarz@nm.com,,Salesforce
9634294,,TAMMY HARMON,,,tammyharmon00@yahoo.com,,List import
9640000,,Kirk Beattie,,,kbeattie@whminer.com,,List import
11136145,Inactive Investor,Eric Hungershafer,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",eric.hungershafer@nm.com,,Salesforce
11163892,Inactive Investor,Alex Mcguire,,"Prudential Annuities Distributors, Inc",alex.mcguire@prudential.com,,Salesforce
371096,,Will Weathersby,,United States,wweathersby64@gmail.com,,Salesforce
11237150,Inactive Investor,Cheryl Ober,Financial Advisor,"CGN Advisors, LLC Minneapolis MN 5038 Luverne Ave",,,Salesforce
9643952,,Anthony Miller,,,tony@biotecmedics.com,,List import
10988153,Inactive Investor,Sandra Winninger,,"Osaic Wealth, Inc. Cody WY 1438 Sheridan Ave",,,Salesforce
10933108,Inactive Investor,Diogo Cavalcanti,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
10856728,Inactive Investor,Lori Wilson,,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,,,Salesforce
11017134,Inactive Investor,Rosa Villamarin Lara,,Santander Securities LLC Woodbridge NJ 541 Rahway Ave,rvillama@santander.us,,Salesforce
10916853,Inactive Investor,Suresh Attal,Financial Advisor,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,suresh.attal@ubs.com,,Salesforce
9609032,,Lynell Ghant,,,thecryptohodl@gmail.com,,List import
340186,,Aaron Deedon,ETF Strategist,[Unknown],aaron_deedon@newyorklife.com,,Event
11146661,Inactive Investor,Brian Springberg,Financial Planner,"Osaic Wealth, Inc. Lake Havasu City AZ 430 El Camino Way",,,Salesforce
9574904,,Virginia Houston,,,vhouston@fscadvisor.com,,List import
10897751,Inactive Investor,Geoffrey Bowers,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,geoffrey.bowers@fmr.com,,Salesforce
9596831,,Jerod Ewing,,,jewing@wealthenhancement.com,,List import
11112087,Inactive Investor,Laura Packer,Financial Advisor,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,laura.packer@morganstanley.com,,Salesforce
10920103,Inactive Investor,Jared Nakamoto,Financial Advisor,"Voya Financial Advisors, Inc. Honolulu HI 711 Kapiolani Blvd",jared@voyahawaii.com,,Salesforce
10974072,Inactive Investor,Kaden Macha,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
10894340,Inactive Investor,Thomas Fuehrer,,LPL Financial LLC Marshfield WI 101 W McMillan St,thomas.fuehrer@lpl.com,,Salesforce
11072575,Inactive Investor,Lacy Henry,Financial Advisor,Edward Jones Gunnison CO Private Residence,lacy.henry@edwardjones.com,,Salesforce
11144268,Inactive Investor,Betsy Byrne,,LPL Financial LLC Spring Hill TN Private Residence,betsy.byrne@lpl.com,,Salesforce
11217739,,Julian Morris,,,julian.morris@lpl.com,,List Import
9634865,,Leo Dorp,,,leo.vandorp@gardecapital.com,,List import
10839753,Inactive Investor,Sean Ostendarp,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sean_ostendarp@vanguard.com,,Salesforce
11236831,Inactive Investor,Tyler Brautigan,Financial Advisor,Commonwealth Financial Services Wheeling WV 21 Warden Run Rd,tyler.brautigan@cfswv.com,,Salesforce
9637986,,Heidi Pearlson,,,hpearlson@adamaspartners.com,,List import
11078885,Inactive Investor,Alexander Kowerko,,Country Capital Management Company,alexander.kowerko@countryfinancial.com,,Salesforce
10900350,Inactive Investor,Elizabeth Heath,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,elizabethheath@statefarm.com,,Salesforce
9592028,,steve Malone,,,malo365@live.co.uk,,List import
8480940,,Jeffrey Riggs,,Conestoga Capital Advisors,jriggs@conestogacapital.com,,List Import
9641645,,Victor Cruz,,,vcruz@mediapr.net,,List import
11008364,Inactive Investor,Clayton Bunting,,"First Palladium, LLC",,,Salesforce
10852598,Inactive Investor,Tina Davis,Team Administrator,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,tina.davis@ubs.com,,Salesforce
10999727,Inactive Investor,Sevan Keshishian,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,skeshishian@ft.newyorklife.com,,Salesforce
10835663,Inactive Investor,Mark Book,Portfolio Manager;Vice President,"Sit Fixed Income Advisors II, LLC",book@sitinvest.com,,Salesforce
11061296,Inactive Investor,Scott Morris,,"Alexander Capital, L.P. Glasgow MO 518 1st St",smorris@alexandercapitallp.com,,Salesforce
11126133,Inactive Investor,Philip Amesoeder,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11023250,Inactive Investor,Brent Reece,,State Farm VP Management Corp. New Palestine IN 5040 W US Hwy 52,,,Salesforce
236248,, -,,[[Unknown]],sgcoopercmt@aol.com,,
11259943,Inactive Investor,Lance Mcbride,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11141137,Inactive Investor,Craig Harris,Private Wealth Advisor,Morgan Stanley Asheville NC 500 College St,craig.harris1@morganstanleypwm.com,,Salesforce
10983260,Inactive Investor,Meghan Bright,,Cetera Advisor Networks LLC Palm Beach Gardens FL 3300 PGA Blvd,,,Salesforce
11102155,Inactive Investor,Betty Naraine,,PFS Investments Inc. North Branford CT 2011 Foxon Rd,betty.naraine@primerica.com,,Salesforce
10884060,Inactive Investor,Carlton Anderson,Private Wealth Manager,The Dowling Group Wealth Management,carlton@thedowlinggroup.com,,Salesforce
11067813,Inactive Investor,Patrick Eagan,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,patrick.eagan@fidelity.com,,Salesforce
11191200,Inactive Investor,Tyler Vincent,Principal;Regulatory Contact;Relationship Manager,Redstone Advisors Inc,tvincent@redstoneadv.com,,Salesforce
10967824,Inactive Investor,Serineh Farhadianmaragheh,,"Wells Fargo Clearing Services, LLC Burbank CA 250 E Olive Ave",,,Salesforce
10966384,Inactive Investor,Jeremy Rivard,,MWA Financial Services Inc. Appleton WI 39 Park Pl,jeremy.j.rivard@mwarep.org,,Salesforce
9578745,,Brian Andruskiewicz,,,bandruskiewicz@sagewindcapital.com,,List import
11181008,Inactive Investor,Isaac Aguirre,,"Citizens Securities, Inc. Naples FL 560 9th St S",isaac.aguirre@citizensbank.com,,Salesforce
11038800,Inactive Investor,Bryan Faron,,"Brean Capital, LLC Uniondale NY 625 Rxr Plz",,,Salesforce
10612030,,Theodore Papadopoulos,"Financial Advisor, Senior Vice President - Wealth Management",,tpapadopoulos@janney.com,,List Import
11146768,Inactive Investor,Jevan Madeira,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",jevan.madeira@ml.com,,Salesforce
11193937,Inactive Investor,Maribel Gudat,,PFS Investments Inc. Scottsdale AZ 15333 N Pima Rd,mventura.8ylra@primerica.com,,Salesforce
11199483,Inactive Investor,Jerry Webster,Financial Advisor,Edward Jones Poteau OK 2106 N Broadway St,scott.webster@edwardjones.com,,Salesforce
10930462,Inactive Investor,Danielle Moore,Financial Advisor,"Ameriprise Financial Services, LLC Newark DE 224 E Delaware Ave",danielle.t.moore@ampf.com,,Salesforce
11084067,Inactive Investor,Daniel Medina,Private Client Advisor,J.P. Morgan Securities LLC Broomfield CO 13620 Orchard Pkwy,daniel.g.medina@jpmorgan.com,,Salesforce
11134881,Inactive Investor,Christian Utecht,,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",,,Salesforce
340066,,Doug Buurma,Partner,Moss Adams Wealth Advisors Llc,doug.buurma@mossadams.com,206-302-6500,Manual List Upload
11031917,Inactive Investor,Kyle Daley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10989814,Inactive Investor,Kyle Swift,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,,,Salesforce
10937325,Inactive Investor,Scott Self,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",scott.l.self@ampf.com,,Salesforce
10871521,Inactive Investor,Justin Brooks,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Grand Forks ND 3751 S Columbia Rd",brooksju@stifel.com,,Salesforce
169219,,Jackson You,,[Unknown],jacksonyou28@gmail.com,,
10990231,Inactive Investor,Michael Chang-Ching Chiu,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",michaelchang-ching.chiu@tfaconnect.com,,Salesforce
10772522,Inactive Investor,Glenn Guerin,Financial Advisor,LPL Financial LLC Bedminster NJ 500 Hills Dr,glenn.guerin@lpl.com,,Salesforce
11087878,Inactive Investor,Paula Hocker,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,phocker@lincolninvestment.com,,Salesforce
46174,,Joel Wozny,Financial Advisor,The Huntington Investment Company,joel.a.wozny@huntington.com,740-657-8080,
11018587,Inactive Investor,Michael Melocheck,,Park Avenue Securities LLC Lancaster PA 1869 Charter Ln,,,Salesforce
11162714,Inactive Investor,Cristina Capone,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",cristina.capone@wellsfargoadvisors.com,,Salesforce
10843189,Inactive Investor,Philip Postlewaite,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Owatonna MN 102 N Cedar Ave",philip.postlewaite@wfafinet.com,,Salesforce
10970095,Inactive Investor,Kevin Travis,,Vanguard Marketing Corporation,kevin_travis@vanguard.com,,Salesforce
10969870,Inactive Investor,Grant Oslan,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11061364,Inactive Investor,Allan Tentler,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",allan.tentler@ml.com,,Salesforce
11198982,Inactive Investor,Allyson Saldana,Chief Compliance Officer;Executive Director;President,AMS Capital Management LLC,asaldana@amscapitalm.com,,Salesforce
10954534,Inactive Investor,Stefano Aleppo,Private Client Banker;Vice President - Investments,J.P. Morgan Securities LLC Saint Petersburg FL 10699 Gulf Blvd,stefano.aleppo@chase.com,,Salesforce
10922332,Inactive Investor,Jessica Delgado,Practice Business Manager;Senior Client Service Associate,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",jessica.delgado@raymondjames.com,,Salesforce
10873019,Inactive Investor,Thomas Murray,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",thomas.e.murray@ml.com,,Salesforce
10947294,Inactive Investor,Andy Lopez,,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 4100 4th St N",,,Salesforce
10829101,Inactive Investor,Paul Bugbee,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",paul.bugbee@nm.com,,Salesforce
10802132,Inactive Investor,Wayne Achey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",wayne.achey@ml.com,,Salesforce
10975742,Inactive Investor,Louis Barragan,,"Osaic Wealth, Inc.",,,Salesforce
10661444,,Michael Dunne,,,mdunne@upsecurities.com,,List Import
93210,,Andrew Bolin,Financial Consultant,Thrivent Investment Management Inc.,andrew.bolin@thrivent.com,314-961-2882,
345093,,Alan Rothstein,"President, Treasurer","Asset Strategies, Inc.",arothstein@asset-strategies-inc.com,860-673-5500,Manual List Upload
10487102,,Patricia Fuentes Lara,"Financial Advisor, Senior Wealth Management Client Associate","Merrill Lynch, Pierce, Fenner & Smith Incorporated",patricia.fuentes@ml.com,,List Import
10853959,Inactive Investor,Jake Falcon,,"HighTower Securities, LLC Mission KS 1900 Shawnee Mission Pkwy",jake.falcon@hightoweradvisors.com,,Salesforce
9603751,,Atanasio Castro,,,atharte.2017@gmail.com,,List import
10848032,Inactive Investor,Jeffrey Young,,Cetera Advisor Networks LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11175850,Inactive Investor,Zachary Dombrowski,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,zdombrowski@ft.newyorklife.com,,Salesforce
11069992,Inactive Investor,Nathaniel Butler,,"United Brokerage Services, Inc",nbutler@united-brokerage.com,,Salesforce
11002803,Inactive Investor,Christopher Lizama,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
11095525,Inactive Investor,Christopher Arditi,Private Client Banker,J.P. Morgan Securities LLC Manasquan NJ 35 Lakewood Rd,christopher.arditi@chase.com,,Salesforce
222697,,Niranya Moodley,,[Unknown],niranya21@gmail.com,,Direct
10965438,Inactive Investor,Noah Cicciarelli,,Axos Invest LLC Omaha NE 15950 W Dodge Rd,,,Salesforce
10889693,Inactive Investor,Gregory Kurinec,Financial Planner,"Independent Financial Group, LLC Downers Grove IL 1431 Opus Pl",,,Salesforce
11067830,Inactive Investor,Robert Frye,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",robert.j.frye@ml.com,,Salesforce
344701,,Craig Bishopp,Financial Advisor,"Ten Capital Wealth Advisors, Llc",craig@tencapital.com,509-325-2003,Manual List Upload
10845042,Inactive Investor,Carol Bradbury,Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,carol.bradbury@primerica.com,,Salesforce
10949694,Inactive Investor,Edmond Lim,,"Allstate Financial Services, LLC San Francisco CA 380 W Portal Ave",edmondlim@allstate.com,,Salesforce
48490,,Jeffrey Immel,,Fisher Investments,j.immel@fi.com,,
10934998,Inactive Investor,Daniela Petu,,Edward Jones Saint Louis MO 4 Cityplace Dr,,,Salesforce
10768786,Inactive Investor,Cecily Dcruz,Financial Advisor,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",cecily.dcruz1@wellsfargoadvisors.com,,Salesforce
11080872,Inactive Investor,Kristen Nichols,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",kristen.hanshaw@ml.com,,Salesforce
10846735,Inactive Investor,William Newby,,"Cambridge Investment Research, Inc. Rome GA 411 E 2nd St",,,Salesforce
9589312,,Jeremy Yeung,,,jyeung@ci.com,,List import
11012229,Inactive Investor,James Fuller,,PFS Investments Inc. Pine Bluff AR 3067 W 28th Ave,james.fuller@primerica.com,,Salesforce
10985359,Inactive Investor,Vili Isaloi,,"Wells Fargo Clearing Services, LLC Anchorage AK 1351 Huffman Rd",,,Salesforce
11124822,Inactive Investor,Joseph Fetters,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",joe.fetters@wellsfargoadvisors.com,,Salesforce
226649,, -,,[[Unknown]],jonathan.bush@ms.com,,Initial Salesforce Import
11153018,Inactive Investor,Niko Adeva,Financial Services Professional,"Transamerica Financial Advisors, Inc Los Angeles CA 11040 Santa Monica Blvd",niko.adeva@tfaconnect.com,,Salesforce
11022933,Inactive Investor,Brent Young,,"Raymond James Financial Services, Inc. Cheyenne WY 421 Vandehei Ave",,,Salesforce
11197956,Inactive Investor,Sharon McElroy,,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",conways@stifel.com,,Salesforce
11007505,Inactive Investor,Seth Cohen,,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",,,Salesforce
11029841,Inactive Investor,Timothy Fahey,Senior Vice President,LPL Financial LLC The Colony TX Private Residence,timothy.fahey@lpl.com,,Salesforce
237307,, -,,[[Unknown]],obos40@hotmail.com,,Organic Search
11229876,Inactive Investor,Scott Miller,,"First Command Brokerage Services, Inc. Las Vegas NV 500 N Rainbow Blvd",mscott@firstcommand.com,,Salesforce
1697512,Inactive Investor,Nicholas Ozkan,,TBD,nozkan@ozkan.com,9174552255,
9550949,,Ghh Bh,,,bbh@hotmail.com,,
10662168,,Michael Kennedy,,,mkennedy@forumfinancial.com,,List Import
11198100,Inactive Investor,James Alewine,Financial Representative,MWA Financial Services Inc. Laguna Hills CA 23441 S Pointe Dr,james.alewine@modern-woodmen.org,,Salesforce
11055934,Inactive Investor,Thomas Burleigh,Wealth Manager,"CMH Wealth Management, LLC",thomasb@cmhwealth.com,,Salesforce
163065,,Wenzel Bartlett,,[Unknown],wpbartlett@gmail.com,,Organic Search
238639,,info@sybrealestate.com stewart,,[Unknown],info@sybrealestate.com,,source
10999392,Inactive Investor,Andrew Laracy,,"RBC Capital Markets, LLC",,,Salesforce
10800701,Inactive Investor,John Fabris,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",john.fabris@wellsfargoadvisors.com,,Salesforce
9608644,,Peter Cetera,,,pcetera@investingco.com,,List import
10914848,Inactive Investor,Jennifer Krikawa,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
11219958,,Joshua Kaufthal,,,jkaufthal@tocqueville.com,,Other
200751,,yuki zhou,,[Unknown],2276849373@qq.com,,Direct
10874988,Inactive Investor,Daniel Paige,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",daniel.paige@nm.com,,Salesforce
11030156,Inactive Investor,Wade Smith,,Cooper McManus Edmonds WA 300 Admiral Way,,,Salesforce
118800,,David Rog,Accountant,"The Ayco Company, L.P.",drog@ayco.com,847-317-5000,
211294,,Matthew Lee,Intern,Niskanen Center,mlee@niskanencenter.org,,Content
10994070,Inactive Investor,Courtney Williams,Manager;Vice President,"BOK Financial Securities, Inc. Bixby OK Private Residence",,,Salesforce
10881933,Inactive Investor,Kenneth Lyons,Financial Advisor,Edward Jones Chandler TX 220 Jones St,daniel.lyons@edwardjones.com,,Salesforce
10945288,Inactive Investor,Daniel Beutel,Wealth Advisor,Council Oak Wealth Advisors,dbeutel@counciloakwealth.com,,Salesforce
11207818,Inactive Investor,Christopher Simonson,Assistant Vice President;Associate Director - Portfolio Management,Morgan Stanley New York NY 1585 Broadway,christopher.simonson@morganstanley.com,,Salesforce
11034363,Inactive Investor,Rufus Baldwin,Vice President - Investments,J.P. Morgan Securities LLC Atlanta GA 3372 Peachtree Rd NE,jay.baldwin@jpmorgan.com,,Salesforce
223065,,Ramdhani Bintang,,[Unknown],ikanisil123@gmail.com,,
11040520,Inactive Investor,Thomas Schreiber,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,thomas.schreiber@ceterainvestors.com,,Salesforce
9585219,,Kathryn Wilson,,,kwilson@kmsfinancial.com,,List import
10900741,Inactive Investor,Andrew Choi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11128388,Inactive Investor,Andrew Chismar,Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9639963,,Derek Myron,,,dmyron@centaracapital.com,,List import
10833782,Inactive Investor,Mary Schroeder,,"MML Investors Services, LLC La Canada Flintridge CA 828 Wiladonda Dr",mschroeder@massmutual.com,,Salesforce
10964326,Inactive Investor,Tyler Wood,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Madison WI 402 Gammon Pl",tyler.wood@usbank.com,,Salesforce
11153741,Inactive Investor,Julie Rousseau,Financial Advisor,Morgan Stanley Nashville TN 3102 West End Ave,julie.rousseau@morganstanley.com,,Salesforce
9552044,,Justin Bogart,,,jbogart@sageviewadvisory.com,,List import
6796296,,Reco Mario,,,degoli1791@mirtox.com,,Web Form Fillout
9590359,,Robert Wilkins,,,robwil19@yahoo.com,,List import
11094766,Inactive Investor,Shea Winkeller,Financial Consultant,Triumph Capital Management,sheaw@triumphcapitalmanagement.com,,Salesforce
9587755,,Corey Golden,,,corey@goldenwealthmgmt.com,,List import
11092651,Inactive Investor,Juan Jose Zapanta,,"Equitable Advisors, LLC San Francisco CA 275 Battery St",juan.zapanta@equitable.com,,Salesforce
11069872,Inactive Investor,Justin Ranger,,"Second Line Capital, LLC",,,Salesforce
9545332,,Daniel Eyre,,,dan@blockchange.ai,,List import
117355,,Jonathan Torrens,"Chief Compliance Officer, Chief Investment Officer, Managing Member, President",TCM Wealth Advisors,jon@torrenscapital.com,330-836-7000,
10776806,Inactive Investor,Craig Wagner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,craig.wagner@fidelity.com,,Salesforce
10959258,Inactive Investor,Allison Wiegersma,,Park Avenue Securities LLC,allison_wiegersma@glic.com,,Salesforce
10832194,Inactive Investor,Daniel Leatherman,,"Avantax Investment Services, Inc. Baltimore MD 1425 Patapsco St",daniel.leatherman@myavantax.com,,Salesforce
11206126,Inactive Investor,Michael Abramo,Financial Advisor;Financial Planner,LPL Financial LLC Upton MA Private Residence,michael.abramo@lpl.com,,Salesforce
9569599,,Monica Brown,,,mbrown@fscadvisor.com,,List import
11182744,Inactive Investor,Ryan Rengering,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ryan.rengering@fmr.com,,Salesforce
3030988,,Mohamed sesay,,,sheik10sesay@gmail.com,,
10863766,Inactive Investor,Steven Bacon,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 15 Lake St",bacons@stifel.com,,Salesforce
11186203,Inactive Investor,James Schwarz,Financial Advisor;Senior Vice President - Investments,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,james.schwarz@ubs.com,,Salesforce
10789233,Inactive Investor,Denise Brady,,J.P. Morgan Securities LLC Pasadena CA 860 E Colorado Blvd,denise.brady@jpmorgan.com,,Salesforce
9554222,,Craig Dykgraaf,,,dykgraaf@protonmail.com,,List import
10911438,Inactive Investor,Thomas Brotanek,Chief Executive Officer;Investment Advisor Representative,Aviles Capital Management LLC,thomas.brotanek@avilescapitalmanagement.com,,Salesforce
9646685,,Emad Koosha,,,emadkoosha@yahoo.com,,List import
11159344,Inactive Investor,Marty Walker,,J.P. Morgan Securities LLC Memphis TN 4558 Poplar Ave,marty.walker@jpmorgan.com,,Salesforce
10911621,Inactive Investor,Ryan Miller,,"GLP Investment Services, LLC",,,Salesforce
10993073,Inactive Investor,Matthew Atiyeh,,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",matiyeh@financialguide.com,,Salesforce
11079989,Inactive Investor,Shahd Hamed,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,shahd.hamed@jpmorgan.com,,Salesforce
10880948,Inactive Investor,Kevin McAvoy,,"MML Investors Services, LLC Stamford CT 225 High Ridge Rd",,,Salesforce
9641476,,Josh Bubar,,,jbubar9@gmail.com,,List import
9580333,,John Robbins,,,johnrobbins@jfrfinancial.com,,List import
10992185,Inactive Investor,David Zhang,,Jefferies LLC,dzhang@jefferies.com,,Salesforce
11039675,Inactive Investor,Philip Navarro,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
9644794,,Albert Forde,,,albertforde416@gmail.com,,List import
9550656,,David Schamus,,,david.schamus@1508asset.com,,List import
242035,,Felix Rivera,Managing Partner,"Independent Channel Advisors, LLC",fr5454@gmail.com,,Event
9878310,,Juvenal Leo Reyes,,,shogun_fc@yahoo.com,,Web Form Fillout
10841155,Inactive Investor,John Bihler,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Orlando FL 201 E Pine St,john.bihler@morganstanley.com,,Salesforce
10827819,Inactive Investor,Jean Vilella,,J.P. Morgan Securities LLC Orlando FL 12190 University Blvd,jean.vila@jpmorgan.com,,Salesforce
11203141,Inactive Investor,Luke Sommers,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,luke.sommers@primerica.com,,Salesforce
11150368,Inactive Investor,Justin Reynolds,Investment Representative,"Fifth Third Securities, Inc. Cincinnati OH 2632 Erie Ave",justin.reynolds@53.com,,Salesforce
11017823,Inactive Investor,Christopher Cutlip,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,christopher.cutlip@lpl.com,,Salesforce
11060489,Inactive Investor,Cameron Laine,Financial Advisor,LPL Financial LLC El Segundo CA 126 Lomita St,cameron.laine@lpl.com,,Salesforce
10785490,Inactive Investor,Zechariah Matlick,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",zechariah.matlick@schwab.com,,Salesforce
142896,,Armondo Brennan,Financial Advisor,Eagle Strategies LLC,brennana@ft.newyorklife.com,956-630-9129,
11201120,Inactive Investor,Darlene Duncan,,"WealthTrust Asset Management, LLC",darlene.duncan@duncan-mchugh.com,,Salesforce
11185965,Inactive Investor,Robert Curtis,Branch Relationship Banker,"Wells Fargo Clearing Services, LLC Chandler AZ 1090 E Ray Rd",,,Salesforce
9579489,,justin wolf,,,jscottwolf@hotmail.com,,List import
9629762,,Valentine Obidi,,,valtrades14@gmail.com,,List import
11143181,Inactive Investor,Daniel Zhao,Director;Senior Wealth Advisor,Citigroup Global Markets Inc. Great Neck NY 111 Great Neck Rd,daniel.zhao@citi.com,,Salesforce
10887289,Inactive Investor,John Clements,,"Allstate Financial Services, LLC Plano TX 2500 Dallas Pkwy",johnclements@allstate.com,,Salesforce
10859483,Inactive Investor,Michael Pine,,PFS Investments Inc. Findlay OH 1318 N Main St,michael.pine@primerica.com,,Salesforce
11238378,Inactive Investor,Benaiah Burnich,,"Sageview Advisory Group, LLC",bburnich@sageviewadvisory.com,,Salesforce
11202730,Inactive Investor,Joseph Salerno,,Prosperity Capital Advisors Clearwater FL 13830 58th St N,,,Salesforce
11170804,Inactive Investor,Hoang Luu,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
219344,,Andres Fernandez,,[Unknown],andres4stanford@gmail.com,,
10849915,Inactive Investor,Damien Mustico,Financial Advisor,"The Mustico Financial Group, Inc.",,,Salesforce
10613179,,Brad Green,"Senior Financial Advisor, Senior Vice President",,brad.green@ml.com,,List Import
9637178,,Stephen Friedman,,,sfriedman@soundpointcap.com,,List import
229369,,Palash Debnath -,,Palash Debnath [[Unknown]],palashdebnathnsjpp@gmail.com,,
11032283,Inactive Investor,John Ehm,,"Farmers Financial Solutions, LLC Saint Paul MN 2055 White Bear Ave N",jehm@farmersagent.com,,Salesforce
87599,,Jerome Fuller,,United States,fullerav@gmail.com,,
10869987,Inactive Investor,Diane Williams,,PFS Investments Inc. San Diego CA 2615 Camino del Rio S,diane.williams@primerica.com,,Salesforce
11108006,Inactive Investor,David Bryant,Investment Advisor,Brookstone Capital Management LLC Atlanta GA 3330 Cumberland Blvd SE,,,Salesforce
10846691,Inactive Investor,Michael Swierk,,Lincoln Investment Lombard IL 500 Waters Edge,mswierk@lincolninvestment.com,,Salesforce
10908086,Inactive Investor,Yung Lun Lo,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10774807,Inactive Investor,Thomas Olsen,,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",thomas.olsen@wellsfargoadvisors.com,,Salesforce
11162983,Inactive Investor,Alan Peller,Financial Advisor;Senior Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,alan.peller@morganstanley.com,,Salesforce
9554635,,Ash Set,,,ashdset@gmail.com,,List import
11126635,Inactive Investor,Carl Sellen,Financial Consultant,"Associated Investment Services, Inc. Brookfield WI 17100 W Capitol Dr",carl.sellen@associatedbank.com,,Salesforce
10955771,Inactive Investor,Julia Happel,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
9634717,,Keith Sanders,,,keith.sanders@huntington.com,,List import
9602327,,Stephen Bache,,,sbache@bachecapital.com,,List import
10785225,Inactive Investor,Yuji Chao,,"U.S. Bancorp Advisors, LLC Gardena CA 15800 S Western Ave",yuji.chao@uboc.com,,Salesforce
11087485,Inactive Investor,Jonathan Fletcher,,PFS Investments Inc. Everett PA 100 E Main St,jonathanmichaelfletcher@primerica.com,,Salesforce
10831538,Inactive Investor,Mitchell Scher,,"Cambridge Investment Research, Inc. Kissimmee FL 402 Iris St",mitchell.scher@lfg.com,,Salesforce
211549,,D.P. Neyhart,retired,retired,gmgenetic@gmail.com,,Content
11173910,Inactive Investor,Matthew Beck,Chief Compliance Officer;Chief Operating Officer;Senior Financial Advisor,Brio Financial Group,matt@briofg.com,,Salesforce
10811559,Inactive Investor,William Tyson,,"Fifth Third Securities, Inc. Richmond VA 901 E Byrd St",william.tyson@53.com,,Salesforce
10951487,Inactive Investor,Robert Briones,Financial Associate,Thrivent Investment Management Inc. Vista CA 450 S Melrose Dr,robert.briones@thrivent.com,,Salesforce
48968,,Karl Huish,"Managing Member, Chief Compliance Officer","Tribeca Financial, Llc",karl@tribecapartners.net,480-553-6247,
9611335,,Rebecca Chu,,,rebeccaandfred@gmail.com,,List import
11230845,Inactive Investor,Steve Trowbridge,,LPL Financial LLC Prattville AL 1761 E Main St,,,Salesforce
10614969,,Robert Lewis,"Financial Advisor, Portfolio Manager, Senior Vice President",,robert.lewis@morganstanley.com,,List Import
9622379,,Rahim Lakhani,,,rahim17@yahoo.com,,List import
11171427,Inactive Investor,Benjamin Roberts,Chief Investment Officer;Managing Partner;Regulatory Contact,"Ironview Capital Management, LLC",broberts@ironview.com,,Salesforce
11090840,Inactive Investor,Gregg Trentham,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,gregg.trentham@ubs.com,,Salesforce
11037105,Inactive Investor,Amy Jamieson,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",amy.jamieson@ml.com,,Salesforce
10959067,Inactive Investor,Erik Zedler,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11071060,Inactive Investor,Jon Mercer,,LPL Financial LLC Navarre OH 4910 Erie Ave SW,jon.mercer@lpl.com,,Salesforce
9585818,,Kamlesh Bokhoree,,,kbokhoree@gmail.com,,List import
10873126,Inactive Investor,Joseph Murphy,Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,joseph.murphy@edwardjones.com,,Salesforce
11106143,Inactive Investor,Walter Podgurski,Advisor,"New Century Financial Group, LLC",wpodgurski@ncfg.com,,Salesforce
10822135,Inactive Investor,Jordan Staveley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",jordan.g.staveley@ml.com,,Salesforce
10656328,,Leigh Kinnamon,,,leigh.kinnamon@ceterafs.com,,List Import
10804436,Inactive Investor,Dorigen Hofmann,Chief Compliance Officer;Partner;Portfolio Manager;Vice President,Clean Yield Asset Management,dorigen@cleanyield.com,,Salesforce
9624304,,Shahriar Shahida,,,sshahida@constellationcapital.com,,List import
9647721,,MARK RODINO,,,mark@blackwatersearch.com,,List import
10765849,Inactive Investor,Susan Sorrells,First Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",susan_sorrells@ml.com,,Salesforce
10925668,Inactive Investor,William Stoddart,,"M Holdings Securities, Inc. Prairie Village KS 3500 W 75th St",,,Salesforce
11045465,Inactive Investor,Alexandra Cavazos,Associate Wealth Advisor,LPL Financial LLC San Antonio TX 242 W Sunset Rd,alexandra.cavazos@lpl.com,,Salesforce
11098650,Inactive Investor,Gene Novak,First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. New Orleans LA 909 Poydras St,gene.novak@ubs.com,,Salesforce
217481,,Stephen Otero,,[Unknown],stephen@stephenotero.com,,Other
10874017,Inactive Investor,Frederick Jackson,,"Allstate Financial Services, LLC Kingsport TN 504 W Center St",frederickjackson@allstate.com,,Salesforce
11098223,Inactive Investor,Bryan Turnbull,Financial Advisor;Vice President,PNC Investments Merced CA 3065 G St,bryan.turnbull@pnc.com,,Salesforce
10770419,Inactive Investor,Avril Habetz,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",avril.habetz@nm.com,,Salesforce
10945666,Inactive Investor,Matthew Griffin,Financial Advisor;Financial Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",griffin.matthew@principal.com,,Salesforce
11072375,Inactive Investor,Aleksander Dabrowski,,"OneAmerica Securities, Inc. Lincolnshire IL 100 Tri State Intl",,,Salesforce
9561090,,Joseph Coconate,,,jgcoconate@gmail.com,,List import
10946078,Inactive Investor,Andrea Kessler,,Edward Jones Staunton IL 209 W Main St,andrea.kessler@edwardjones.com,,Salesforce
11236984,Inactive Investor,Bruce Wiener,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Bethesda MD 6701 Democracy Blvd",bruce.wiener@mai.capital,,Salesforce
11254140,Inactive Investor,Edward Hackmeier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",edward.hackmeier@ml.com,,Salesforce
10946758,Inactive Investor,Jeffrey Pasquerella,,"DriveWealth, LLC",jpasquerella@drivewealth.com,,Salesforce
11137330,Inactive Investor,Donald Bloom,,"The Benchmark Company, LLC",dbloom@benchmarkcompany.com,,Salesforce
2981096,,Sardaar PSP,,,pspksomasekar@gmail.com,,
11074885,Inactive Investor,Jean-Elizabeth Hubbard,Owner;President,"Northstar Wealth Management, Inc.",bhubbard@northstarwealthmanagement.com,,Salesforce
10833455,Inactive Investor,Robert Gildea,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",robert.gildea@ml.com,,Salesforce
11213268,Inactive Investor,Amit Patel,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,amit.patel@fmr.com,,Salesforce
238549,,ferguson_ivan@yahoo.co.uk Ferguson,,[Unknown],ferguson_ivan@yahoo.co.uk,,source
9599188,,Randall Loker,,,rloker@paladinrp.com,,List import
11152539,Inactive Investor,Homer Stinson,,MissionSquare Investment Services,hstinson@icmarc.org,,Salesforce
10820881,Inactive Investor,Regan Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Saint Cloud MN 1765 Roosevelt Rd",regan.x.johnson@ampf.com,,Salesforce
10850482,Inactive Investor,Benoit Ugeux,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,benoit.j.ugeux@jpmorgan.com,,Salesforce
11090974,Inactive Investor,Melanie Desma McFedries,Financial Advisor;Vice President,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,melanie.desma@ubs.com,,Salesforce
11051247,Inactive Investor,Timothy O'Hara,,J.P. Morgan Securities LLC Massapequa NY 1090 Hicksville Rd,timothy.j.ohara@jpmorgan.com,,Salesforce
9578466,,David Wilson,,,dwilson@gen-wealth.com,,List import
1001854,Inactive Investor,Jeff Howden,"Chief Investment Strategist, Director of Family Office Services & Financial Advisor",Altavista Wealth Management,jhowden@altavistawealth.com, +1 828 684 2600,
11173653,Inactive Investor,Linda Cunningham,,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,lcunningham@investdavenport.com,,Salesforce
10483886,,Dwi Bakti8,,,lawlaw071@gmail.com,,Web Form Fillout
11126566,Inactive Investor,Jacqueline Lane,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 399 Park Ave,jacqueline.lane@morganstanley.com,,Salesforce
10971197,Inactive Investor,Travis Hungreder,,First Manhattan Securities LLC,thungreder@firstmanhattan.com,,Salesforce
9612316,,Eric Woo,,,eric@reverevc.com,,List import
11187649,Inactive Investor,Jenefer Jackson,,J.P. Morgan Securities LLC Bakersfield CA 2314 N Chester Ave,jenefer.jackson@chase.com,,Salesforce
10976709,Inactive Investor,Jason Christopher,Private Wealth Advisor,"Synovus Securities, Inc. Charleston SC 158 Meeting St",jasonchristopher@synovus.com,,Salesforce
10646946,,Jason Shade,,,jason.shade@edwardjones.com,,List Import
373505,,Scott Orazem,,[Unknown],scott.o@runbox.com,,source
11017520,Inactive Investor,Patrick Bankemper,,LPL Financial LLC Winchester VA 3113 Valley Ave,patrick.bankemper@lpl.com,,Salesforce
11212409,Inactive Investor,Craig Sweeney,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,craig.sweeney@jpmorgan.com,,Salesforce
11217003,,Charles Nabhan,,,charles.nabhan@stephens.com,,Other
11176348,Inactive Investor,Anthony Jones,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10795956,Inactive Investor,Timothy Cunningham,Financial Advisor,"Benjamin F. Edwards & Company, Inc. West Harrison NY 925 Westchester Ave",timothy.cunningham@benjaminfedwards.com,,Salesforce
10807457,Inactive Investor,Stephen Mestres,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",stephen.mestres@wellsfargoadvisors.com,,Salesforce
11097950,Inactive Investor,Erin Kunz,Chief Compliance Officer,IWC Financial Planning,erin.kunz@iwcplan.com,,Salesforce
10965509,Inactive Investor,Tyler Escudero,,Cetera Advisors LLC Orange CA 333 S Anita Dr,,,Salesforce
9574542,,Bradley Atkins,,,batkins@franklinparkllc.com,,List import
9596280,,James Teeter,,,jteeter@apexadvisors.us,,List import
10822833,Inactive Investor,Eric Stoneman,Vice President,"Raymond James & Associates, Inc. Asheville NC 60 N Market St",eric.stoneman@raymondjames.com,,Salesforce
10935119,Inactive Investor,Teresa Pampaloni,,"Prudential Annuities Distributors, Inc San Juan Capistrano CA 30921 Via Ultimo",teri.sullivanyelko@prudential.com,,Salesforce
9573115,,James Vose,,,jvose@pemipartners.com,,List import
374263,,Greg Stelnick,,,,732-297-1070,Salesforce
9589054,,Christopher Christiansen,,,eric@quantumplanning.com,,List import
11108959,Inactive Investor,Joseph Diebold,Co-Owner;Investment Committee;Portfolio Manager;President,Broadlake Financial Management,jdiebold@broadlakefinancial.com,,Salesforce
10920391,Inactive Investor,Jess Law,Financial Advisor,Edward Jones Texarkana TX 4650 Summerhill Rd,jess.law@edwardjones.com,,Salesforce
9545522,,Scott Bohlman,,,bohlman.scott@gmail.com,,List import
10799824,Inactive Investor,Brian Van Vlack,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10488177,,Willeen Linsicombe,"Executive Financial Services Director, Financial Advisor",Morgan Stanley,willeen.linsicombe@morganstanley.com,,List Import
10931399,Inactive Investor,Natasha Pirozko,Financial Professional,LPL Financial LLC Placentia CA 377 E Chapman Ave,zandra.pirozko@lpl.com,,Salesforce
9591841,,Melissa Bean,,,mbean@mesirowfinancial.com,,List import
10778822,Inactive Investor,Thomas Lennartz,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",thomas.lennartz@wellsfargoadvisors.com,,Salesforce
10647000,,Austin Ringquist,,,austin.ringquist@raymondjames.com,,List Import
10809427,Inactive Investor,Michael Noble,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",michael.noble@rbc.com,,Salesforce
9545623,,Christine Zhong,,,christine.zhong@valic.com,,List import
10900960,Inactive Investor,Mathew Melendez,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,mathew.melendez@fidelity.com,,Salesforce
11125008,Inactive Investor,John Woolard,Premier Banker,"Wells Fargo Clearing Services, LLC Wilmington NC 1120 Military Cutoff Rd",john.woolard3@wellsfargoadvisors.com,,Salesforce
1697966,,Andreas Bohn,,[Unknown],puttepuffra@protonmail.com,,
9556557,,David Lehman,,,lehman.david@ntrs.com,,List import
9632713,,Andrea Laboy,,,alaboyncu@gmail.com,,List import
9618988,,Hee Namgung,,,gmlslarj77@gmail.com,,List import
10823657,Inactive Investor,Brad Braithwaite,,"First Command Brokerage Services, Inc. Orange Park FL 590 Wells Rd",bhbraithwa@firstcommand.com,,Salesforce
10878036,Inactive Investor,Jack Kornutik,Associate,UBS Financial Services Inc. New York NY 299 Park Ave,jack.kornutik@ubs.com,,Salesforce
10800417,Inactive Investor,Owen Scanlon,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,owen.scanlon@morganstanley.com,,Salesforce
53392,,Lucas Davis,Financial Advisor,"Securities America Advisors, Inc.",lucas.davis@securitiesamerica.com,501-681-7336,
10977865,Inactive Investor,Andrew Hedberg,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",andrew.hedberg@usbank.com,,Salesforce
241630,,Suzanne Austinq,,[Unknown],suzanneaustin7@gmail.com,,source
341057,,Peter Greco,,"Saperston Legacy Advisors, Inc.",pgrec@saperston.com,716-649-9800,Manual List Upload
10972953,Inactive Investor,Edward Burgio,,"IFP Securities, LLC Buffalo NY 5732 Main St",,,Salesforce
10889614,Inactive Investor,James Strutt,Financial Advisor,Edward Jones Madera CA 1643 N Schnoor Ave,jim.strutt@edwardjones.com,,Salesforce
11085091,Inactive Investor,Eda Owen,Founder;Member,"COR3 Investment Partners, LLC",kowen@cor3ip.com,,Salesforce
11205605,Inactive Investor,Vitangelo Recchia,,"MML Investors Services, LLC Wilkes Barre PA 1140 Hwy 315",,,Salesforce
10758612,Inactive Investor,Deborah Shepheard,,"Wells Fargo Clearing Services, LLC Wilmington DE 3801 Kennett Pike",deborah.shepheard@wellsfargoadvisors.com,,Salesforce
11209163,Inactive Investor,Stefanie Gassman,,"American Portfolios Financial Services, Inc. Jericho NY 46 Hunt Dr",sgassman@americanportfolios.com,,Salesforce
9612170,,Ron She,,,ron.she@dpimc.com,,List import
11178756,Inactive Investor,William Cornett,,"Wells Fargo Advisors Financial Network, LLC Lexington KY 3285 Blazer Pkwy",william.cornett@wellsfargoadvisors.com,,Salesforce
10890746,Inactive Investor,Argelia Garcia,,"Wells Fargo Clearing Services, LLC Surprise AZ 14547 W Grand Ave",,,Salesforce
9597299,,Drew Boatright,,,drew@strategieswealth.com,,List import
198921,,Christopher Nolt,President And CCO,Solid Rock Wealth Management,chris@solidrockwealth.com,(406) 582-1264,Manual List Upload
11117625,Inactive Investor,Clement Chiang,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",clement.chiang@ampf.com,,Salesforce
11037585,Inactive Investor,Liam Settle,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
9549136,,Alex Ginsburg,,,alex.ginsburg@twosigma.com,,List import
10887217,Inactive Investor,Nazeeh Aranki,Vice President - Investments,"Western International Securities, Inc. Pasadena CA 600 S Lake Ave",naranki@wisdirect.com,,Salesforce
27307,,Cynthia Haidar,Head of Portfolio Management,Gapstow Capital Partners L.P.,cynthia.haidar@gapstow.com,1-646-735-3431,Initial Salesforce Import
9562628,,Tomislav Golubic,,,tomislavg82@gmail.com,,List import
11149069,Inactive Investor,Richard Kundracik,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,,,Salesforce
9548294,,Mary Chiavaras,,,meg.chiavaras@gmail.com,,List import
194907,,Matt Shaw,,[Unknown],mattshawuk@yahoo.co.uk,,source
335111,,Dave Isaacson,Member,Morgan Dempsey Capital Management Llc,disaacson@morgandempsey.com,414-319-1080,Manual List Upload
10910317,Inactive Investor,Thomas Patrick,,"Allstate Financial Services, LLC Portland OR 7533 SE Lake Rd",tompatrick@allstate.com,,Salesforce
10845176,Inactive Investor,Dale Rice,Chief Compliance Officer;Owner,Dale Q. Rice Investment Management,dale@dqrice.com,,Salesforce
10932582,Inactive Investor,Ronald Packingham,,"Empower Financial Services, Inc Dracut MA Private Residence",ronald.packingham@empower.com,,Salesforce
10799908,Inactive Investor,Kazue Fukuda,Owner;Senior Regional Leader,PFS Investments Inc. Torrance CA 970 W 190th St,kazue.fukuda@primerica.com,,Salesforce
11201915,Inactive Investor,Rajiv Amlani,,Citigroup Global Markets Inc.,rajiv.amlani@citi.com,,Salesforce
10978939,Inactive Investor,Page Morgan,,"Centaurus Financial, Inc. Lewisville TX 2570 Justin Rd",pkemp@cfiemail.com,,Salesforce
10791289,Inactive Investor,Mark Harms,Financial Advisor,Thrivent Investment Management Inc. Austin TX 7000 N Mo Pac Expy,mark.harms@thrivent.com,,Salesforce
201959,,myriem mhirit,,[Unknown],mhiritm@gmail.com,,Direct
202472,,Madonna Lomidze,,Cyprus,madonna.l@hotmail.com,,
10929355,Inactive Investor,Dennis Pellegrini,Investment Advisor Representative,"Blackridge Asset Management, LLC Reading PA 49 Commerce Dr",,,Salesforce
11204533,Inactive Investor,Lee Burton,,"Cambridge Investment Research, Inc. Houston TX 1880 S Dairy Ashford Rd",,,Salesforce
9580345,,Cindy Gallop,,,cindy@cindygallop.com,,List import
10807684,Inactive Investor,Shelly Nelson,Client Specialist,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,scnelson@rwbaird.com,,Salesforce
10814226,Inactive Investor,Jeffrey Reisenberg,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,reisenberg@evercore.com,,Salesforce
9576369,,Christopher Brzuchalski,,,christopher.brzuchalski@pnc.com,,List import
11185754,Inactive Investor,Larry Norton,,PFS Investments Inc. Fresno CA 2350 W Shaw Ave,larry.norton@primerica.com,,Salesforce
10976578,Inactive Investor,David Esala,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",david.esala@schwab.com,,Salesforce
10814609,Inactive Investor,Geir Fjugstad,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,geir.fjugstad@ubs.com,,Salesforce
10646585,,Francis Semsem,,,francis.semsem@equitable.com,,List Import
9617740,,Tomas Kiselak,,,tkiselak@fairmountfunds.com,,List import
10923964,Inactive Investor,Gary Siano,,Founders Financial Securities LLC West Chester PA 535 N Church St,,,Salesforce
9567764,,Perry Caffey,,,caffey.perry@yahoo.com,,List import
10799164,Inactive Investor,David Henion,Managing Director;Member;Portfolio Manager;Regulatory Contact,Forte Capital LLC,henion@forte-capital.com,,Salesforce
9578652,,Elena Ambrosiadou,,,elena@ikosam.com,,List import
10797907,Inactive Investor,James Westmacott,,Westco Investment Corp.,jwestmacott@westcofinancialgroup.com,,Salesforce
48459,,Marico Walker,,"Transamerica Financial Advisors, Inc",marico.walker@transamerica.com,904-224-8040,
5222532,,Oussama Karkouti,,,oussama@bullsgazette.com,,
11010434,Inactive Investor,Lay Hagan,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 2805 Marconi Ave",lay.hagan@ml.com,,Salesforce
10696188,,Susie Shahab,,Lord Abbett,sshahab@lordabbett.com,,List Import
11197887,Inactive Investor,LaRetta Endress,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",laretta.endress@nm.com,,Salesforce
10814414,Inactive Investor,Eric Moleski,Chief Compliance Officer;President,GEN Financial Management Inc.,eric.moleski@genfinancial.com,,Salesforce
11143560,Inactive Investor,Brian Joelson,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",brian.joelson@stewardpartnersis.com,,Salesforce
10904297,Inactive Investor,Timothy Spiotta,,"Farmers Financial Solutions, LLC Visalia CA 1700 W Walnut Ave",tspiotta1@farmersagent.com,,Salesforce
10972939,Inactive Investor,Brad Neves,,Cetera Advisor Networks LLC Midvale UT 6955 S Union Park Ctr,brad.neves@cetera.com,,Salesforce
11113888,Inactive Investor,Michael Kahler,,NYLIFE Securities LLC Dell Rapids SD 301 E 4th St,mkahler@ft.newyorklife.com,,Salesforce
11061820,Inactive Investor,Tammy Petro,,J.P. Morgan Securities LLC,tammy.petro@jpmorgan.com,,Salesforce
11120395,Inactive Investor,Christopher Duda,,Goldman Sachs & Co.,christopher.duda@gs.com,,Salesforce
10797030,Inactive Investor,Stephen Willman,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",stephen.willman@wellsfargoadvisors.com,,Salesforce
9644559,,Courtenay Brown,,,courtenay_brown@hotmail.com,,List import
10917780,Inactive Investor,James Moore,Financial Advisor,"Ameriprise Financial Services, LLC Lincoln NE 8535 Executive Woods Dr",james.moore@ampf.com,,Salesforce
10658465,,Allison Spoto,,,allison.spoto@equitable.com,,List Import
11175874,Inactive Investor,John Mata,,"Independent Financial Group, LLC Santa Barbara CA 7 W Figueroa St",,,Salesforce
11053319,Inactive Investor,Roman Quisol,Financial Advisor,"Ameriprise Financial Services, LLC Burlingame CA 433 Airport Blvd",roman.f.quisol@ampf.com,,Salesforce
11208970,Inactive Investor,Thomas Clancy,Chief Compliance Officer,Wealth Quarterback LLC,tclancy@jalinski.com,,Salesforce
10752447,Inactive Investor,Michael Levine,,"Kestra Investment Services, LLC Brentwood TN 5141 Virginia Way",,,Salesforce
248626,,Matthew Tenteromano,Portfolio Manager,Folkvang,matt@folkvang.io,,Manual List Upload
9632110,,Chris DiPentima,,,chris.dipentima@cbia.com,,List import
11058329,Inactive Investor,Benjamin Briney,,LPL Financial LLC Saint Louis MO 425 N New Ballas Rd,benjamin.briney@lpl.com,,Salesforce
11230189,Inactive Investor,Robert DelPesce,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,rjdelpesce@ft.newyorklife.com,,Salesforce
372874,,THOMAS MCCURDY,,[Unknown],drew.mccurdy@sagetack.com,,source
10831106,Inactive Investor,Jason Troth,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.troth@fidelity.com,,Salesforce
10809811,Inactive Investor,Harsh Jayaswal,Financial Advisor;Vice President,Morgan Stanley Duluth GA 2160 Satellite Blvd,harsh.jayaswal@morganstanley.com,,Salesforce
10896684,Inactive Investor,Corey Means,Financial Advisor,"Ameriprise Financial Services, LLC Kansas City MO 104 NE 72nd St",corey.s.means@ampf.com,,Salesforce
11178236,Inactive Investor,Christopher Victoria,,"Farmers Financial Solutions, LLC Orange CA 1740 W Katella Ave",cvictoria@farmersagent.com,,Salesforce
9587977,,Yankit Yuen,,,rxkit@hotmail.com,,List import
10794521,Inactive Investor,Michael Siminerio,,Jefferies LLC,,,Salesforce
10867433,Inactive Investor,Ryan Finc,,"Osaic Institutions, Inc. Milaca MN 400 3rd Ave SW",,,Salesforce
11041435,Inactive Investor,Ryan D'Souza,Financial Advisor,"Raymond James & Associates, Inc. Las Vegas NV 410 S Rampart Blvd",ryan.d-souza@raymondjames.com,,Salesforce
10810944,Inactive Investor,Alp Onder,Branch Manager;First Vice President - Investments,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",,,Salesforce
11105883,Inactive Investor,Earl Thompson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 600 W Broadway,bryan.thompson@ubs.com,,Salesforce
10936622,Inactive Investor,Zane Foucht,Financial Advisor,Edward Jones Chillicothe OH 20 Executive Center Dr,zane.foucht@edwardjones.com,,Salesforce
11144565,Inactive Investor,Narcisse Dargenson,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,narcisse.dargenson@fmr.com,,Salesforce
10775218,Inactive Investor,Robin Cobas,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",robin.m.cobas@wellsfargoadvisors.com,,Salesforce
352006,,Howard Reich,"Regional Head, Taft-Hartley Sales Managing Director","Invesco Private Capital, Inc.",howard.reich@invesco.com,212-826-1100,Manual List Upload
10898818,Inactive Investor,Michael Regan,Financial Planner,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",michaelregan@financialguide.com,,Salesforce
10804702,Inactive Investor,Athena McCallum,,Vanguard Marketing Corporation,athena_mccarthy@vanguard.com,,Salesforce
232603,, -,,[[Unknown]],cherfinance168@gmail.com,,
10807421,Inactive Investor,Maura Stanko,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Hutchinson Is FL Private Residence",maura.stanko@nm.com,,Salesforce
10878072,Inactive Investor,Benjamin Sharff,Client Specialist,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,bsharff@rwbaird.com,,Salesforce
9570050,,Christopher Nocella,,,chris.nocella@contradacapital.com,,List import
11203256,Inactive Investor,Mary Dujovski,Senior Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9639741,,Joseph Kelly,,,jkelly@ameliapeabody.org,,List import
11147520,Inactive Investor,James Oliver,,"Wells Fargo Advisors Financial Network, LLC Old Saybrook CT 123 Elm St",jamie.oliver@wfafinet.com,,Salesforce
10868711,Inactive Investor,John Dunlap,,"Cambridge Investment Research, Inc. Keokuk IA 2406 Main St",mdunlap@cambridgesecure.com,,Salesforce
10613069,,Ryan Faley,Financial Advisor,,ryan.faley@equitable.com,,List Import
239795,,Liza Wong,Director,Framework,liza.wong@frameworkusa.com,2392936186,Event
9561943,,DATO? LOH YT,,,ytloh7@gmail.com,,List import
11113228,Inactive Investor,Brian Hopkins,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10887782,Inactive Investor,Frank Lathers,,"Osaic Wealth, Inc.",,,Salesforce
10612934,,Eugene Spitzer,Financial Advisor,,eugene.spitzer@lpl.com,,List Import
10931181,Inactive Investor,Andrew Cardella,,"Herbert J. Sims & Co, Inc. Red Bank NJ 331 Newman Springs Rd",acardella@hjsims.com,,Salesforce
10887737,Inactive Investor,Clarence Smith,,PFS Investments Inc. Houston TX 10909 Sabo Rd,clarence.smith@primerica.com,,Salesforce
10994967,Inactive Investor,Elizabeth Boyd,,"Osaic Wealth, Inc. Cleveland OH 323 W Lakeside Ave",,,Salesforce
9552949,,Mirjana Nikolic,,,mnikolic@williamblair.com,,List import
10940412,Inactive Investor,Pamela Carlton,,State Farm VP Management Corp. Greenfield IN 325 E Main St,pamela.j.carlton.i48o@statefarm.com,,Salesforce
11219088,,Ryan Snow,,,rsnow@wasatchglobal.com,,Other
10963842,Inactive Investor,Becca Doyle,Financial Planning Assistant,"Ameriprise Financial Services, LLC Lewistown PA 21 S Wayne St",becca.doyle@ampf.com,,Salesforce
10975787,Inactive Investor,Octaviana Volk,,LPL Financial LLC Bridgeport CT 850 Main St,octaviana.volk@lpl.com,,Salesforce
9586324,,Lisa Bayer,,,lisa@opusfinsolutions.com,,List import
9556653,,Jarrett Vaughan,,,jarrettvaughan@gmail.com,,List import
7017087,,Arife Islam,,,arifulislamonilne99bd@gmail.com,,Web Form Fillout
234973,, -,,[[Unknown]],83334410@qq.com,,
10928195,Inactive Investor,Mauro Arias,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,mauro.arias@jpmorgan.com,,Salesforce
10889676,Inactive Investor,Leon Henry,,Cetera Advisor Networks LLC Weatherford TX 1712 Santa Fe Dr,,,Salesforce
10827073,Inactive Investor,Patricia Jarvis,,"Stifel, Nicolaus & Company, Incorporated Salem OH 100 S Broadway Ave",reymondp@stifel.com,,Salesforce
11029141,Inactive Investor,Jyote Patel,Chief Executive Officer;Owner,Harbor Wealth Management,,,Salesforce
165367,,Tony Mazza,,[Unknown],mazza.tony@gmail.com,,Organic Search
7176788,,roth soy,,,waxikiw261@oniecan.com,,Web Form Fillout
11007726,Inactive Investor,Canyon Vance,,"FBL Marketing Services, LLC Spanish Fork UT 40 N Main St",canyon.vance@fblfinancial.com,,Salesforce
10935802,Inactive Investor,Kevin Roach,Compliance Analyst,Commonwealth Financial Network San Diego CA 600 W Broadway,kroach@commonwealth.com,,Salesforce
9628886,,Benjamin Phillips,,,bphil85@gmail.com,,List import
10830030,Inactive Investor,Colleen Schuhmann,Vice President - Wealth Management,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,colleen.schuhmann@ubs.com,,Salesforce
11077275,Inactive Investor,Timothy Heald,Senior Vice President,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",timothy.heald@rbc.com,,Salesforce
10505233,,Gitanjali Kumar,Product Manager,AssetMark,gitanjali@gmail.com,5106761044,List Import
11087269,Inactive Investor,Robert Gaynier,Associate Managing Director,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",robert.gaynier@prudential.com,,Salesforce
9574480,,Russell White,,,rwhite@voyafa.com,,List import
1001237,Inactive Investor,Blake Wieczorek,,Topwater Capital,blake@topwaterpartners.com,203-852-8005,
9605354,,Steve Norcini,,,snorcini@wilmingtontrust.com,,List import
10899305,Inactive Investor,John Quimjian,Financial Advisor;Managing Member;Senior Financial Advisor,"Physicians Wealth Solutions, LLC",,,Salesforce
11236860,Inactive Investor,Bruce Boyle,Executive Vice President,"Compass Financial Advisory Services, LLC",bruce@compassfinancial.us,,Salesforce
10972105,Inactive Investor,Kolby Craig,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10977789,Inactive Investor,Kendra Kaiser,,"Osaic Wealth, Inc. Manhattan KS 215 Southwind Pl",,,Salesforce
10745305,,[Unknown],,,ciera@gmail.com,,Web Form Fillout
10769011,Inactive Investor,Krisdon Kussee,Senior Vice President,PFS Investments Inc. Layton UT 1992 W Antelope Dr,krisdon.kussee@primerica.com,,Salesforce
9555158,,Suzanne Carroll,,,scarroll@flputnam.com,,
190514,,Thomas Plunkett,,[Unknown],thomasplunkett@gmail.com,,
11008640,Inactive Investor,Elizabeth Shatzel,,LPL Financial LLC Huntington Beach CA 7151 Warner Ave,elizabeth.shatzel@lpl.com,,Salesforce
9593142,,Mark Koepsell,,,oceanxp@protonmail.com,,List import
9626065,,Ekaterina Protsko,,,protskoekaterina@gmail.com,,List import
11142360,Inactive Investor,Joseph Churma,,"MML Investors Services, LLC Southbury CT 555 Heritage Rd",jchurma@massmutual.com,,Salesforce
10999530,Inactive Investor,Michael Desrosiers,,"MML Investors Services, LLC",mdesrosiers@massmutual.com,,Salesforce
9580389,,Brian George,,,brian.george@53.com,,List import
11119414,Inactive Investor,Scott Johnson,,Feltl & Company,scottjohnson@feltl.com,,Salesforce
11043356,Inactive Investor,Alexander Fedynsky,Investment Advisor;Managing Director;Wealth Planner,Aaron Wealth Advisors Newport Beach CA 520 Newport Center Dr,afedynsky@aaronwealth.com,,Salesforce
11116702,Inactive Investor,Gwen Rideout,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,gwen.rideout@primerica.com,,Salesforce
11219727,,Brian Rivera,,,brian_rivera@vanguard.com,,Other
11198494,Inactive Investor,Jesse Serra,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",jesse.serra@schwab.com,,Salesforce
191349,,Frank Palumbo,President - Wealth Management,"Partners Capital Services, Inc.",fpalumbo@acpweb.com,631-851-0918,
10397087,,Dewey Wong,,,rsisql@gmail.com,,Web Form Fillout
10954515,Inactive Investor,John Scala,Financial Advisor;Vice President - Investments,"First Horizon Advisors, Inc. Winston Salem NC 2000 W 1st St",jscala@firsthorizon.com,,Salesforce
10927654,Inactive Investor,Gerald Scheinman,,NYLIFE Securities LLC Bethesda MD 6901 Rockledge Dr,gscheinman@ft.newyorklife.com,,Salesforce
11110823,Inactive Investor,Wei Chiang,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",wei.chiang@transamerica.com,,Salesforce
10927886,Inactive Investor,James Spearman,,Fidelity Brokerage Services LLC,,,Salesforce
11137471,Inactive Investor,Christian Coates,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,christian.coates@fmr.com,,Salesforce
10774945,Inactive Investor,Mary Macdonald,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",mary.macdonald@wellsfargoadvisors.com,,Salesforce
11160712,Inactive Investor,Maribel Infante,,PFS Investments Inc. Austin TX 5716 W Hwy 290,maribelinfante@primerica.com,,Salesforce
10646686,,Darren Bishop,,,darren.bishop@wellsfargoadvisors.com,,List Import
10804834,Inactive Investor,Margaret Holliday,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",,,Salesforce
11129794,Inactive Investor,Jennifer Jones,,Edward Jones Aberdeen SD 631 S Roosevelt St,jen.jones@edwardjones.com,,Salesforce
11067152,Inactive Investor,Gamaliel Mendez Reyes,,"Centaurus Financial, Inc. Ontario CA 337 N Vineyard Ave",emendez@cfiemail.com,,Salesforce
10877994,Inactive Investor,Beau Marshall,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",beau.j.marshall@ml.com,,Salesforce
10920057,Inactive Investor,Michael Wilson,,"Cambridge Investment Research, Inc. Statesville NC Private Residence",,,Salesforce
211468,,Christopher Hale,Christopher Hale,[Unknown],cjh@christopherhale.com,,Content
10836310,Inactive Investor,Joshua Hillman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",joshua.hillman@rbc.com,,Salesforce
10794092,Inactive Investor,Christopher Gardner,Chief Compliance Officer;President;Wealth Advisor,"FMF&E Wealth Management, LLC",cgardner@fmfewealthmgt.com,,Salesforce
11164907,Inactive Investor,Ivalin Grekov,,"Allstate Financial Services, LLC Henrico VA 2264 John Rolfe Pkwy",igrekov@allstate.com,,Salesforce
11017673,Inactive Investor,Jose Guzman Ramos,,PFS Investments Inc. San Juan 19 Calle Acuario,josemanuelguzmanramos@primerica.com,,Salesforce
10920248,Inactive Investor,Samuel Hard,,LPL Financial LLC Saint Peters MO 1272 Jungermann Rd,sam.hard@lpl.com,,Salesforce
9597427,,Daniel Armas,,,darmas@carsoninstitutional.com,,List import
9574132,,Robert Hughes,,,robert.s.hughes@citizensbank.com,,List import
11063222,Inactive Investor,Donald Prescott,,"Raymond James Financial Services, Inc. Medford OR 4451 Brown Ridge Ter",donald.prescott@raymondjames.com,,Salesforce
10984790,Inactive Investor,Manuel Ashekian,,"Charles Schwab & Co., Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",manuel.ashekian@schwab.com,,Salesforce
10785294,Inactive Investor,Shawna Horne,Board Member;Member,KCPAG Financial Advisors LLC Evansville IN 7200 Eagle Crest Blvd,shorne@kcpag.com,,Salesforce
9643851,,israel zuarth,,,iluis@grupodaisen.com.mx,,List import
10989561,Inactive Investor,Sarah Henley,,Cetera Advisor Networks LLC Grand Blanc MI 9050 Holly Rd,,,Salesforce
10850576,Inactive Investor,Brett Heyder,,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,brett.m.heyder@chase.com,,Salesforce
11207553,Inactive Investor,Robert Clevenger,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,robert.clevenger@ubs.com,,Salesforce
11042030,Inactive Investor,Santiago Ulloa,Director;Founder;Manager;Managing Partner,WE Family Offices,santiago.ulloa@wefamilyoffices.com,,Salesforce
11038135,Inactive Investor,Trevor Sessing,,J.P. Morgan Securities LLC Saint Paul MN 15103 Cedar Ave,trevor.sessing@jpmorgan.com,,Salesforce
11208118,Inactive Investor,Grayson Garvin,Chief Compliance Officer;Co-Founder;Founder;Principal,Arrow Alliance,grayson.garvin@arrowalliancellc.com,,Salesforce
9561613,,Christopher Kelley,,,ckelley@pughcapital.com,,List import
11056214,Inactive Investor,Jacob Whalen,Assistant Vice President;Financial Solutions Advisor,LPL Financial LLC West Babylon NY 653 W Montauk Hwy,,,Salesforce
9604603,,Kamalu Maikudi,,,kanabil2011@gmail.com,,List import
10825009,Inactive Investor,James Lindsay,,Cetera Advisor Networks LLC San Marcos CA 250 Avenida de Suerte,,,Salesforce
9631949,,Ken Kulmane,,,kennethkulmane@gmail.com,,List import
10895175,Inactive Investor,John Arensdorf,Managing Director;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC El Segundo CA 2041 Rosecrans Ave",john.arensdorf@wellsfargo.com,,Salesforce
10935551,Inactive Investor,Matthew Mina,Financial Advisor,"Ameriprise Financial Services, LLC Worcester MA 324 Grove St",matthew.mina@ampf.com,,Salesforce
11218501,,Reuben Major,,,reuben.major@jpmorgan.com,,List Import
10826277,Inactive Investor,Benjamin Weible,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shelbyville KY 500 Main St",,,Salesforce
10991199,Inactive Investor,Alexander Fridley,,LPL Financial LLC Fort Collins CO 4703 Boardwalk Dr,alexander.fridley@lpl.com,,Salesforce
10952763,Inactive Investor,Elizabeth Stahl,,"Allstate Financial Services, LLC Fox Lake IL 37 S Rte 12",elizabethstahl@allstate.com,,Salesforce
10800943,Inactive Investor,Quang Bui,Branch Manager;Senior Vice President,UBS Financial Services Inc. Tacoma WA 1145 Broadway,quang.bui@ubs.com,,Salesforce
11036217,Inactive Investor,Karl Byrd,,"Ballew Investments, Inc.",karlb@ballewwealth.com,,Salesforce
10694916,,Johnny Herrera,,,kinglovebug65@gmail.com,,Web Form Fillout
9629728,,JOHN MCBRIDE,,,johnem44@gmail.com,,List import
11003651,Inactive Investor,Shelby Helm,,"Principal Securities, Inc. Lewisville TX 2300 Highland Village Rd",helm.shelby@principal.com,,Salesforce
11191109,Inactive Investor,Donald Guiswite,,"Raymond James Financial Services, Inc. Myerstown PA 200 W Lincoln Ave",,,Salesforce
10617319,,Paras Gautam,,,paras.gautam@ampf.com,,List Import
11196460,Inactive Investor,Kimberly Parrillo,,LPL Financial LLC Fairfield NJ 100 Passaic Ave,kimberly.gogluicci@lpl.com,,Salesforce
6494125,,soulan hitery,,,sevarem361@crtsec.com,,Web Form Fillout
11124966,Inactive Investor,Scott Bennett,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",scott.bennett@wellsfargoadvisors.com,,Salesforce
11063898,Inactive Investor,Steven Lloyd,,PFS Investments Inc. Harvey LA 2439 Manhattan Blvd,steven.lloyd@primerica.com,,Salesforce
11195439,Inactive Investor,Bruce Griffith,Chief Operating Officer;President;Regulatory Contact,"AssetBuilder, Inc.",bruceg@assetbuilder.com,,Salesforce
10938864,Inactive Investor,Nikolai Tagarov,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11130964,Inactive Investor,Douglas Porterfield,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,douglas.porterfield@fmr.com,,Salesforce
155086,,Tyler Sells,,[Unknown],sellstb.uc@gmail.com,,Paid Social
9554821,,David Upso,,,dsupson@gmail.com,,List import
11107227,Inactive Investor,Robin Ackerman,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",robin.ackerman@nm.com,,Salesforce
10801422,Inactive Investor,Roger Duval,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,roger.duval@fidelity.com,,Salesforce
10928979,Inactive Investor,Benjamin Lipsius,,Deutsche Bank Securities Inc.,,,Salesforce
10837639,Inactive Investor,Andoni Yturralde,Chief Compliance Officer;Managing Partner;Regulatory Contact,"Cross Border Wealth, LLC",andoni.yturralde@crossborder-wealth.com,,Salesforce
11122940,Inactive Investor,Sybil Schaffrath,Private Client Investment Associate,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,sybil.schaffrath@jpmorgan.com,,Salesforce
11181044,Inactive Investor,Jacqueline Juarez,,J.P. Morgan Securities LLC Imperial Beach CA 1100 Palm Ave,jacqueline.j.juarez@jpmorgan.com,,Salesforce
342102,,Jeff Hays,,,jeff.hays@tiger21chair.com,,
349852,,Christian Garofalo,Financial Advisor,"Tyler-stone Wealth Management, Llc",christian.garofalo@lpl.com,216-295-0945,Manual List Upload
9600750,,Stephen Parsons,,,sparsons@wealthmanagellc.com,,List import
10981864,Inactive Investor,Victoria King,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11103835,Inactive Investor,David Capitan,,LPL Financial LLC Evergreen Park IL 9950 S Kedzie Ave,david.capitan@lpl.com,,Salesforce
9616960,,Gaute Ellingsen,,,gaute@karstenellingsen.no,,List import
10912242,Inactive Investor,Mark Holden,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10948585,Inactive Investor,Dwayne Dills,,"Grove Point Investments, LLC Asheville NC 460 Weaverville Rd",,,Salesforce
11173788,Inactive Investor,David Downs,Retirement Planning Specialist,"Equitable Advisors, LLC Plano TX 400 Chisholm Pl",david.downs@equitable.com,,Salesforce
10974169,Inactive Investor,Jon Wheeler,,Country Capital Management Company Baxley GA 118 Azalea Rd,,,Salesforce
10853639,Inactive Investor,Ronald Lamberton,Financial Services Representative,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",lamberton.ron@principal.com,,Salesforce
11111096,Inactive Investor,Mark Harrison,Chief Compliance Officer;Owner;President,"MTH Trading & Capital Management, LLC",,,Salesforce
10799388,Inactive Investor,Alison Young-Johnson,Registered Support Assistant,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",alison.t.youngjohnson@ampf.com,,Salesforce
10995765,Inactive Investor,Lauren Cantillo,Private Client Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,chelsea.cantillo@jpmorgan.com,,Salesforce
9599655,,Kevin Mandy,,,km@czcapital.co.uk,,List import
10357885,,Muhammad Nurfuad,,,harizmumtaze@gmail.com,,Web form fillout
11020372,Inactive Investor,Divam Shah,,"Sanford C. Bernstein & Co., LLC",divam.shah@bernstein.com,,Salesforce
11234626,Inactive Investor,Fernando Azevedo,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
10996089,Inactive Investor,Anita Boghoussian,Associate,Edward Jones San Diego CA 12396 World Trade Dr,,,Salesforce
10862038,Inactive Investor,Marla Hart,,Oppenheimer & Co. Inc. Leawood KS 10601 Mission Rd,marla.hart@opco.com,,Salesforce
10969285,Inactive Investor,Kevin Martin,Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
11223267,,Jeffrey Witt,,,jwitt@merceradvisors.com,,List Import
10932813,Inactive Investor,Paula Swain,,"Osaic FA, Inc. Southfield MI 20505 W 12 Mile Rd",paula.swain@lfg.com,,Salesforce
10617199,,Eric Eugene,,,eric.e.eugene@jpmorgan.com,,List Import
11187921,Inactive Investor,Leigh Greene,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,,,Salesforce
11218900,,John Gibbs,,,jd.gibbs@myavantax.com,,Other
10914311,Inactive Investor,Anna Edelstein,,"WEA Investment Services, Inc.",aedelstein@weabenefits.com,,Salesforce
9624311,,William Jones,,,wjones8966@gmail.com,,List import
10932334,Inactive Investor,Tyler Smith,,LPL Financial LLC Orwigsburg PA 1253 Centre Tpke,tyler.r.smith@lpl.com,,Salesforce
11149442,Inactive Investor,Jayson Bedford,,"Raymond James & Associates, Inc.",jayson.bedford@raymondjames.com,,Salesforce
10657658,,Vincent Nardone,,,vnardone@williamblair.com,,List Import
229065,, -,,[[Unknown]],renato.klajner@outlook.com,,
11116182,Inactive Investor,Joe Huskins,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
220338,,melissa Rappaport,,[Unknown],melissarrapp@gmail.com,,
10760431,Inactive Investor,Todd Willihnganz,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",todd.willihnganz@wellsfargoadvisors.com,,Salesforce
11205287,Inactive Investor,Winsome Goodale,,"MML Investors Services, LLC Sterling IL 2607 Woodlawn Rd",wgoodale@financialguide.com,,Salesforce
11152723,Inactive Investor,James Kammert,,Evercore Group L.L.C. Chicago IL 1 N Wacker Dr,,,Salesforce
10756336,Inactive Investor,Jeffrey Hill,Senior Vice President,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,jeffrey.hill@ubs.com,,Salesforce
10932943,Inactive Investor,Kariann Manning,Advisor Assistant,LPL Financial LLC Springfield IL 850 E Madison St,,,Salesforce
11117156,Inactive Investor,Jessie Tilley,,PFS Investments Inc. Tyler TX 3334 S Southwest Loop 323,j.tilley@primerica.com,,Salesforce
11092989,Inactive Investor,Deneisha Ellis-Chambers,,"Empower Financial Services, Inc Charles City IA Private Residence",deneisha.ellis-chambers@empower.com,,Salesforce
11132611,Inactive Investor,John Sullivan,Chief Executive Officer,Portland Global Advisors LLC,jb@portlandglobal.com,,Salesforce
10907917,Inactive Investor,Paul McWilliams,Financial Advisor,"Inspire Advisors, LLC Kailua HI 212 Aikahi Loop",paul.mcwilliams@inspireadvisors.com,,Salesforce
1001127,Inactive Investor,Kevin Carmody,,Goldman Sachs,kevin.carmody@gs.com,,3rd Party Lead Gen
10967599,Inactive Investor,Adam Cote,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,,,Salesforce
10994369,Inactive Investor,Eleanor Pskowski,,Interactive Brokers LLC Chicago IL 209 S La Salle St,epskowski@interactivebrokers.com,,Salesforce
11193349,Inactive Investor,Lisa Dwyer,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,ldwyer@primerica.com,,Salesforce
10882737,Inactive Investor,Lucja Glodny,Owner,"Castling Financial Planning, Ltd.",,,Salesforce
9591672,,Chad Tischer,,,ctischer@dimeoschneider.com,,List import
11056078,Inactive Investor,Kenneth Wright,,"United Brokerage Services, Inc Weirton WV 109 3 Springs Dr",,,Salesforce
10765101,Inactive Investor,John Young,Managing Director - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,john.young2@ubs.com,,Salesforce
11158742,Inactive Investor,Geraldine Craig,,J.P. Morgan Securities LLC Lewis Center OH 8681 Columbus Pike,geraldine.a.craig@jpmorgan.com,,Salesforce
9634469,,Matthew Petterson,,,mpetterson@northskycapital.com,,List import
9638999,,Trip Kuehne,,,tkuehne@doubleeaglecapital.com,,List import
11196538,Inactive Investor,Ann Romero,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,ann.kenney.ye2m@statefarm.com,,Salesforce
11058488,Inactive Investor,Gavin Bridgewater,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11144994,Inactive Investor,Michael Berry,Financial Advisor,"Net Worth Advisory Group, LLC",mike@networthadvice.com,,Salesforce
9595715,,Jiangpeng Wu,,,samwu0911@gmail.com,,List import
10855288,Inactive Investor,Gary Daniel,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Temple TX 10252 W Adams Ave",roger.daniel@ampf.com,,Salesforce
9553307,,Brown Chris,,,bchris11@gmail.com,,List import
10659603,,James Yu,,,james.yu@tfaconnect.com,,List Import
11119555,Inactive Investor,Clarissa Beltran,Financial Advisor,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",clarissa.beltran@wellsfargoadvisors.com,,Salesforce
11108975,Inactive Investor,Jennifer Anderson,Business Manager;Chief Compliance Officer;Chief Financial Officer;Co-Owner,McClarren Financial Advisors,jennifer@mcclarren.com,,Salesforce
11167951,Inactive Investor,Nicola O'Neil,Senior Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,nicola.oneil@ubs.com,,Salesforce
11084969,Inactive Investor,Jane Auyeung,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jane.au-yeung@chase.com,,Salesforce
184409,,Darsi McCarthy,Wealth Manager,Creative Planning,ringer@thinkingbeyond.com,913-356-5504,
10662015,,James Pellino,,,jpellino@orbawealthadvisors.com,,List Import
1539,,David Strassel,,[[Unknown]],dstrassel@gmail.com,,Direct
10797157,Inactive Investor,Brent Schneider,Investment Advisor,"Oarsman Capital, Inc",bschneider@oarsman.net,,Salesforce
10772927,Inactive Investor,Michael Schneider,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",mschneider2@ml.com,,Salesforce
9588683,,Anthony Taylor,,,ajtaylor@ft.newyorklife.com,,List import
10796708,Inactive Investor,Oliver Hudesman,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",hudesmano@stifel.com,,Salesforce
11012938,Inactive Investor,Nathan Strayhorn,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,ndstrayhorn@ft.newyorklife.com,,Salesforce
11141222,Inactive Investor,Om Gupta,Financial Advisor,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",om.gupta@wellsfargoadvisors.com,,Salesforce
350983,,Drew Shaffer,Associate Financial Planner,Northwest Financial Services Inc,dshaffer@northwestfinancial.net,317-844-0448,Manual List Upload
11100303,Inactive Investor,Jeffrey Adams,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,jeffrey.adams@ubs.com,,Salesforce
11166088,Inactive Investor,D'Nae Hilder,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9568135,,mike -,,,dillydally515@yahoo.com,,List import
10488320,,Robert Covington,"Member, President, Regulatory Contact",Braemont Capital,rcovington@braemont.com,,List Import
11218967,,Lucy Watson,,,watsonl@ceteranetworks.com,,Other
11085120,Inactive Investor,Laura Alspaugh,,"Kaleel Investment Advisors, LLC Boston MA 77 Franklin St",lalspaugh@kaleelcompany.com,,Salesforce
9588598,,Christina Williams,,,cwilliams@leefin.com,,List import
9645190,,Luca di Benedetto,,,luca.dibenedetto@web.de,,List import
11068124,Inactive Investor,James Morgan,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10817897,Inactive Investor,Sarah Rosenthal,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",sarah.rosenthal@ml.com,,Salesforce
248425,,Lady Rocket Blaisdell,Founder,Lady Rocket,evablaisdell@icloud.com,,Manual List Upload
10793693,Inactive Investor,Thomas Peterson,,NYLIFE Securities LLC Oak Park IL Private Residence,tjpeterson@ft.newyorklife.com,,Salesforce
11036724,Inactive Investor,Matthew Theis,Financial Advisor,Edward Jones Red Wing MN 211 Bush St,matt.theis@edwardjones.com,,Salesforce
9619879,,1 1,,,neptuner25@gmail.com,,List import
10855069,Inactive Investor,Melanie Bergevin,Financial Advisor,Edward Jones Lincoln CA 985 Sun City Ln,melanie.bergevin@edwardjones.com,,Salesforce
10774462,Inactive Investor,Sam Valeo,Consulting Director;Corporate Retirement Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Oak Brook IL 2211 York Rd,sam.valeo@morganstanley.com,,Salesforce
3399307,,BABAR SHEHZAD,,,raibabarniaz@gmail.com,,Web Form Fillout
10806895,Inactive Investor,Donald Hubert,,"Cadaret, Grant & Co., Inc. Rutland VT 271 N Main St",dhubert@cadaretgrant.com,,Salesforce
10835798,Inactive Investor,Robin Swartz,Financial Advisor,"Wells Fargo Clearing Services, LLC La Crosse WI 2 Copeland Ave",robin.swartz@wellsfargoadvisors.com,,Salesforce
10618369,,Sydney Viehman,,,sydney.viehman@ml.com,,List Import
11060028,Inactive Investor,Melanie Hasty-Grant,,Cetera Advisor Networks LLC Owasso OK 9500 N 129th East Ave,,,Salesforce
10814292,Inactive Investor,Isaac Lim,First Vice President;Senior Complex Risk Officer,Morgan Stanley Paramus NJ 61 S Paramus Rd,isaac.lim@morganstanley.com,,Salesforce
10658785,,Daniel Urbanczyk,,,daniel.urbanczyk@mutualofamerica.com,,List Import
10788299,Inactive Investor,Bradley Kelley,Chief Executive Officer;Chief Manager;Executive Officer;Regulatory Contact,"Eide Bailly Advisors, LLC",bkelley@eidebailly.com,,Salesforce
10932277,Inactive Investor,Charles Benway,Associate Financial Advisor,Thrivent Investment Management Inc. Hickory NC 1015 2nd St NE,chuck.benway@thrivent.com,,Salesforce
9563779,,Steven Perry,,,scperry@ft.newyorklife.com,,List import
10910763,Inactive Investor,Darius Jones,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",darius.jones@tfaconnect.com,,Salesforce
10661711,,Meghan Holmes,,,meghan.holmes@advyzonim.com,,List Import
11092662,Inactive Investor,Martin Pospicil,,"Raymond James Financial Services, Inc. Huntsville AL 129 Washington St NE",gene.pospicil@raymondjames.com,,Salesforce
10833757,Inactive Investor,Alma Santos,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,alma.santos@primerica.com,,Salesforce
9611593,,Jason Holdsworth,,,jason.holdswa@gmail.com,,List import
10913191,Inactive Investor,Beau Walker,Financial Advisor,Edward Jones Kearney MO Private Residence,beau.walker@edwardjones.com,,Salesforce
10782644,Inactive Investor,Jeffrey Sharpe,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",jeffrey.sharpe@wellsfargo.com,,Salesforce
10975681,Inactive Investor,Amada Lopez,,J.P. Morgan Securities LLC La Habra CA 1300 W Imperial Hwy,amada.lopez@jpmorgan.com,,Salesforce
11040554,Inactive Investor,Michelle Natale,,PFS Investments Inc. York PA 4188 Lincoln Hwy,michellenatale@primerica.com,,Salesforce
10510152,,Benjamin Blaisdell,Managing Director,Bank of America,benjamin.blaisdell@bofa.com,,List Import
10941481,Inactive Investor,Michael Adams,,Evercore Group L.L.C.,,,Salesforce
11217501,,Barbara Case,,,barbara.case@ampf.com,,Other
11190267,Inactive Investor,Corey Graving,Assistant Branch Manager;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",corey.graving@schwab.com,,Salesforce
9466741,,Nicholas Pavlatos,,Nicholas Pavlatos,npavlatos@gmail.com,,Organic Search
340833,,Tiffany Gallion,Client Relationship Specialist,Investment Partners Ltd,tgallion@invp.com,330-308-9707,Manual List Upload
10585946,,Lawrence Orbe,,Lawrence Orbe,lorbe@me.com,9176048772,Web Form Fillout
9596588,,Michael Vredenburgh,,,mvredenburgh@monetagroup.com,,List import
9625820,,Alex Abbenante,,,aabbenan@gmail.com,,List import
9574736,,Jacob Haynes,,,jacobhaynes2770@gmail.com,,List import
9601173,,Vena Flax,,,vena@idgcpa.com,,List import
10970933,Inactive Investor,Matthew Williams,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,,,Salesforce
9593936,,Tony Ruiz,,,tonyruiz300@gmail.com,,List import
11155423,Inactive Investor,Spencer Horowitz,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11207811,Inactive Investor,Daryl Allen,Financial Advisor;Managing Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,daryl.allen@ubs.com,,Salesforce
10894638,Inactive Investor,Ralph Cheng,,Citigroup Global Markets Inc.,ralph.cheng@citi.com,,Salesforce
10644081,,Michael Maniatis,,,michael.maniatis@schwab.com,,List Import
10963172,Inactive Investor,Nicholas Santana,Partner;Wealth Manager,Creative Planning,nicholas.santana@creativeplanning.com,,Salesforce
11139233,Inactive Investor,Bruce Bordelon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",bruce.j.bordelon@ampf.com,,Salesforce
9602660,,John Bokat,,,johnb@complyservices.com,,List import
10854459,Inactive Investor,Arthur Lawrence,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10950788,Inactive Investor,Omar Juarbe,,State Farm VP Management Corp. Stratford CT 3231 Main St,omarjuarbe@statefarm.com,,Salesforce
11058106,Inactive Investor,Samuel Chiacchia,,Fidelity Brokerage Services LLC,,,Salesforce
221656,,Rens van Boxmeer,,[Unknown],rens@crypto-exchanges.nl,,
10853003,Inactive Investor,Jason Lenards,,"Parkland Securities, LLC Watertown SD 1505 10th Ave SE",jlenards@parklandrep.com,,Salesforce
11193847,Inactive Investor,Victoria Horowitz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 3619 Midway Dr",victoria.horowitz@ml.com,,Salesforce
10787888,Inactive Investor,Anthony Russo,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10788284,Inactive Investor,Steve Procta,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",steve.procta@schwab.com,,Salesforce
9612068,,Syed Abbas,,,knaqvi110@hotmail.com,,List import
9546327,,Marco Cipriani,,,c.priani@gmail.com,,List import
11021230,Inactive Investor,Courtney Gulledge,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,courtneygulledge@statefarm.com,,Salesforce
107271,,William Kwiatek,,N/A,billkwiatek@hotmail.com,9788369776,Organic Search
10875135,Inactive Investor,Michael Weed,Financial Advisor,Edward Jones Brentwood TN 100 Westwood Pl,michael.weed@edwardjones.com,,Salesforce
11059696,Inactive Investor,Hudson Brown,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,hudson_brown@vanguard.com,,Salesforce
10945348,Inactive Investor,David Duncan,,"Cambridge Investment Research, Inc. Lombard IL 555 E Butterfield Rd",,,Salesforce
10959475,Inactive Investor,Kenneth Handy,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",kenneth.handy@equitable.com,,Salesforce
11132289,Inactive Investor,Alysha Grosz,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,alysha.grosz@fmr.com,,Salesforce
11145627,Inactive Investor,Yongfeng Qin,,Country Capital Management Company Bellevue WA 1808 Richards Rd,tom.qin@countryfinancial.com,,Salesforce
11198864,Inactive Investor,Rafael Valencia,,J.P. Morgan Securities LLC Chicago IL 3109 W 26th St,rafael.valencia@jpmorgan.com,,Salesforce
10993443,Inactive Investor,Cortny Surber,Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11108002,Inactive Investor,Peter Capouch,Chief Operating Officer;Partner;Portfolio Manager,Next Century Growth Investors LLC,pcapouch@ncgrowth.com,,Salesforce
338094,,Matthew Lilledahl,Associate,"Northstar Capital, Llc",mlilledahl@northstarcapital.com,612-371-5700,Manual List Upload
11139726,Inactive Investor,Adam Booth,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",adam.booth@nm.com,,Salesforce
11116644,Inactive Investor,Fernando Riojas,Financial Advisor,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",fernando.riojas@raymondjames.com,,Salesforce
10954237,Inactive Investor,Marvin Fisher,,"Osaic Wealth, Inc. Wichita KS 2230 N Ridge Rd",,,Salesforce
11047645,Inactive Investor,Timothy O'Donnell,Financial Advisor,"Sequoia Wealth Management, LLC",,,Salesforce
10982510,Inactive Investor,Travis Romeo,Private Client Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,travis.romeo@chase.com,,Salesforce
10921835,Inactive Investor,Aleksandr Tsvetkov,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",alex.tsvetkov@nm.com,,Salesforce
9587684,,Gregory Leblanc,,,gjleblanc4@gmail.com,,List import
10943987,Inactive Investor,Mark Fiano,,Cetera Advisor Networks LLC Wethersfield CT 1177 Silas Deane Hwy,mark.fiano@ceterawealth.com,,Salesforce
11118151,Inactive Investor,Daniel Cheung,,NYLIFE Securities LLC Honolulu HI Private Residence,dcheung@ft.newyorklife.com,,Salesforce
11064866,Inactive Investor,Glynis Colosimo,Financial Advisor;Vice President,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,glynis.colosimo@morganstanley.com,,Salesforce
10882423,Inactive Investor,Thomas Rovetto,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10846742,Inactive Investor,Jason Ajmo,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",jason.ajmo@ampf.com,,Salesforce
374611,,Paul Mecca,,,,732-425-6751,Salesforce
5270186,,Michael Humphreys,,,m.hy.humphreys@gmail.com,7322390660,Web form fillout
10606193,,Vincent Penn,Business Manager,Citigroup Global Markets Inc.,vincent.j.penn@citigroup.com,212-793-0710,List Import
9597743,,Andrew Slankster,,,andrew.slankster@lpl.com,,List import
11045904,Inactive Investor,David Liu,,J.P. Morgan Securities LLC,,,Salesforce
10832245,Inactive Investor,Clayton Mason,Financial Advisor,Edward Jones Freeburg IL 700 N State St,clay.mason@edwardjones.com,,Salesforce
10781891,Inactive Investor,David Wilkinson,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
9544674,,Mohamed CHAMMEM,,,mbh.chammem@gmail.com,,List import
10763715,Inactive Investor,Rose Lochner,,Morgan Stanley Melville NY 58 S Service Rd,rose.lochner@morganstanley.com,,Salesforce
11178655,Inactive Investor,Kallene Faris,Financial Representative,MWA Financial Services Inc. Pueblo CO 503 N Main St,kallene.m.west@mwarep.org,,Salesforce
10833750,Inactive Investor,Maury Fertig,Chief Investment Officer;Co-Founder,"Relative Value Partners, LLC",,,Salesforce
10658691,,Kenneth Robbins,,,kenneth.robbins@fmr.com,,List Import
10957381,Inactive Investor,William McAuliffe,,"Allstate Financial Services, LLC Olney MD 2919 Olney Sandy Spring Rd",williammcauliffe@allstate.com,,Salesforce
10959021,Inactive Investor,Maxwell Alarie,,Fidelity Brokerage Services LLC,,,Salesforce
197648,,Shuheng Guo,developer,Individual,hengxingtianxia@gmail.com,,
10856177,Inactive Investor,David Johnson,,State Farm VP Management Corp. Howell NJ 5176 US Hwy 9,,,Salesforce
11118674,Inactive Investor,Jonathan Bensen,Financial Advisor,"OneAmerica Securities, Inc. Indianapolis IN 50 E 91st St",,,Salesforce
9574279,,Christian Hazim,,,chazim@globalxetfs.com,,List import
238021,, -,,[[Unknown]],stephenrimdap@hotmail.com,,Organic Search
10863325,Inactive Investor,Susan Mousseau,,"Cambridge Investment Research, Inc. Plattsburgh NY 191 Margaret St",,,Salesforce
10648003,,Justin Joseffy,,,justin.joseffy@fmr.com,,List Import
6788253,,MOHAMMAD ALZAGHAL,,,zaghalm435@gmail.com,0778939005,Web form fillout
10888847,Inactive Investor,Matthew Levens,Director - Wealth Management,"RMR Wealth Builders, Inc.",mlevens@rmrwealth.com,,Salesforce
10772488,Inactive Investor,Jamie Lapin,Chief Compliance Officer;Owner;President;Private Wealth Advisor,RMG Advisors,jlapin@rmgadvisors.com,,Salesforce
10897018,Inactive Investor,Travis Clarke,Wealth Advisor,LPL Financial LLC Alexandria VA 5519 Franconia Rd,travis.clarke@lpl.com,,Salesforce
10885793,Inactive Investor,Andrea Romero,Private Wealth Advisor,"Second Line Capital, LLC",,,Salesforce
147320,,K D,,[Unknown],somuchjunk702@hotmail.com,,
10756420,Inactive Investor,Richard Matthews,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,richard.matthews@fidelity.com,,Salesforce
11167891,Inactive Investor,Brianna Pedraza,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",brianna.pedraza@truist.com,,Salesforce
11048774,Inactive Investor,Lorri Defoor,Chief Compliance Officer;Financial Planner;Owner,Sustain Financial Inc.,lorri@sustain-financial.com,,Salesforce
23619,,John Westerman,"Managing Director, Chief Compliance Officer",Parallel49 Equity,jwesterman@p49equity.com,1-847-295-4402,Manual List Upload
10984552,Inactive Investor,George Martin,,"Wilson-Davis & Co., Inc. Addison TX 16479 Dallas Pkwy",gmartin@wdco.com,,Salesforce
10983859,Inactive Investor,Olga Ismail,,"PWA Securities, LLC",oismail@provwealth.com,,Salesforce
9573748,,Jay Siefker,,,jay.siefker@huntington.com,,List import
9572712,,Christopher Reed,,,cr@newbrookcapital.com,,List import
3164466,,Mkrtich Karapetyan,,,mk.karapetyan@gmail.com,,
10763414,Inactive Investor,Thomas Dyer,Financial Advisor;Investment Advisor,LPL Financial LLC West Boylston MA 354 W Boylston St,thomas.dyer@lpl.com,,Salesforce
10514395,,Candy Chao,,,candy.chao@bidoperations.com,,Web Form Fillout
11081075,Inactive Investor,Allison Zelli,Sales Associate,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",allison.zelli@raymondjames.com,,Salesforce
9611038,,Yong Hoon Kim,,,angelo119@naver.com,,List import
10876353,Inactive Investor,Robert Weisbeck,,MWA Financial Services Inc. Brookings SD 305 4th St,robert.l.weisbeck@mwarep.org,,Salesforce
9466583,,Adam Cohen,,,adam.cohen@kjtechnology.com,,List Import
9550465,,Michael Petersen,,,petersen.michael.d@principal.com,,List import
11079711,Inactive Investor,Wendy Woods,Financial Advisor,Edward Jones Fort Collins CO 300 E Horsetooth Rd,wendy.woods@edwardjones.com,,Salesforce
11191632,Inactive Investor,Daniel Hardesty,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",daniel.hardesty@53.com,,Salesforce
9632432,,Dan Mc,,,danmc9@gmail.com,,List import
11113599,Inactive Investor,Cara Safy,Senior Client Associate,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",cara.luzzi@wfadvisors.com,,Salesforce
11113304,Inactive Investor,Michael Mullis,,"Kestra Investment Services, LLC Birmingham AL 2008 Stonegate Trl",,,Salesforce
11184792,Inactive Investor,Torben Walters,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10861136,Inactive Investor,Scott Mrozek,,"Vanderbilt Securities, LLC Henderson NV 2298 W Horizon Ridge Pkwy",,,Salesforce
11109980,Inactive Investor,Ashley Amstadt,,LPL Financial LLC Germantown WI W156N11150 Pilgrim Rd,ashley.amstadt@lpl.com,,Salesforce
10917013,Inactive Investor,Ryan Larson,Chief Compliance Officer;Founder;Investment Advisor;Managing Member;Owner;Wealth Advisor,Firstline Financial LLC,ryan@firstlinefin.com,,Salesforce
9548724,,Aleksander Brodzi?ski,,,alexanderbrodzinski@gmail.com,,List import
11001544,Inactive Investor,Barron Craig,,PFS Investments Inc. Wayne NJ 155 Willowbrook Blvd,bcraig@primerica.com,,Salesforce
11182128,Inactive Investor,Kelly Manning,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,kelly.manning.gk1z@statefarm.com,,Salesforce
9585241,,Yie-hsin Hung,,,yie-hsin_hung@nylim.com,,List import
9553180,,Dorian Kane,,,xdark3d@gmail.com,,List import
9608928,,Douglas Ross,,,douglas@rossfinancialadvisors.com,,List import
10788385,Inactive Investor,Gregory Long,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10933843,Inactive Investor,Daniel Shive,,"Capital Investment Group, Inc. Lexington NC 150 Weaver Dr",dshive@capital-invest.com,,Salesforce
11111229,Inactive Investor,Christopher Blount,,PFS Investments Inc. Riverside CA 3731 Tibbetts St,christophermarcblount@primerica.com,,Salesforce
10934523,Inactive Investor,Karl Molwitz,Financial Professional,LPL Financial LLC New Canaan CT 31 Southwood Dr,karl.molwitz@lpl.com,,Salesforce
10834015,Inactive Investor,Andrew Baker,Senior Investment Advisor,"Independent Financial Group, LLC Cicero NY Private Residence",,,Salesforce
11168457,Inactive Investor,David Wendel,,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",david.wendel@wellsfargo.com,,Salesforce
11115925,Inactive Investor,Sterling Zerbe,Branch Manager;Executive Director,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,sterling.zerbe@ubs.com,,Salesforce
11060582,Inactive Investor,Charles Gitau,President,Gitau Financial Advisors,charles@gitauadvisors.com,,Salesforce
10868436,Inactive Investor,Lori Daniel,,"Cambridge Investment Research, Inc. Reno NV 1325 Airmotive Way",,,Salesforce
11066380,Inactive Investor,Chastity Peterson,Senior Registered Associate,Morgan Stanley Lisle IL 4225 Naperville Rd,chastity.peterson@morganstanley.com,,Salesforce
10990610,Inactive Investor,Daniel Lynes,,J.P. Morgan Securities LLC Princeton NJ 1217 State Rd,daniel.lynes@jpmorgan.com,,Salesforce
10916513,Inactive Investor,Derek Ready,,"Osaic Wealth, Inc. Osseo MN 11204 86th Ave N",,,Salesforce
11165899,Inactive Investor,Petra Mcnutt,,PFS Investments Inc. Vidalia GA 206 Queen St,pmcnutt@primerica.com,,Salesforce
9585938,,Mary Manin,,,mmanin@stonepoint.com,,List import
9639255,,Agneta Wallmark,,,agneta.wallmark@teliasonera.com,,List import
9596326,,Mike Abramo,,,mike.abramo@plantemoran.com,,List import
11196821,Inactive Investor,Katrina Lawrence,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11057842,Inactive Investor,Matthew Clark,,"Ameriprise Financial Services, LLC Addison TX 16633 Dallas Pkwy",matthew.clark@ampf.com,,Salesforce
11043274,Inactive Investor,Jason Dunn,,"First Command Brokerage Services, Inc. Alamogordo NM 913 Delaware Ave",jmdunn@firstcommand.com,,Salesforce
11075783,Inactive Investor,Melissa De Rozario,Financial Advisor,Lincoln Investment Royal Oak MI 990 N Main St,mde-rozario@lincolninvestment.com,,Salesforce
11057019,Inactive Investor,Christine Smith,,"Osaic Wealth, Inc. Ontario CA 4141 Inland Empire Blvd",,,Salesforce
9563641,,Tirso Ordaz,,,tordaz.tsat@gmail.com,,List import
11219318,,Adam Derechin,,,aderechin@cohenandsteers.com,,Other
10875336,Inactive Investor,Travis Sheets,Financial Advisor,LPL Financial LLC Villa Park IL 18W140 Butterfield Rd,travis.sheets@lpl.com,,Salesforce
11129654,Inactive Investor,Andrea Landini,Vice President - Wealth Management,UBS Financial Services Inc. Portsmouth NH 40 Congress St,andrea.landini@ubs.com,,Salesforce
11088610,Inactive Investor,Christopher Bean,,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,christopher.bean@thrivent.com,,Salesforce
10821413,Inactive Investor,Paul Adams,Financial Advisor,Edward Jones Lake Forest IL 840 S Waukegan Rd,michael.adams@edwardjones.com,,Salesforce
10783880,Inactive Investor,Stephen Karam,Advisor,LPL Financial LLC Fall River MA 456 Rock St,stephen.karam@lpl.com,,Salesforce
11151685,Inactive Investor,Meredith Diamond,Financial Advisor,"Ameriprise Financial Services, LLC East Hampton NY 67 Main St",meredith.diamond@ampf.com,,Salesforce
10804703,Inactive Investor,Matthew Venezia,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10659581,,Kevin Johnston,,,kevin.johnston@gs.com,,List Import
10826790,Inactive Investor,David Hertl,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Pickerington OH 1501 Stonecreek Dr S,david.hertl@opco.com,,Salesforce
9551192,,Dayle Chadbourne,,,dwchadbourne@gmail.com,,List import
11077770,Inactive Investor,Francisco Gil,,"Raymond James Financial Services, Inc. Chalfont PA 3425 Limekiln Pike",francisco.gil@raymondjames.com,,Salesforce
11174482,Inactive Investor,Colin Smith,Financial Advisor,Edward Jones San Clemente CA 905 Calle Amanecer,colin.smith@edwardjones.com,,Salesforce
336161,,Maxwell Eliot,Analyst,"Lcn Capital Management, L.p.",meliot@lcnpartners.com,212-201-4076,Manual List Upload
11254128,Inactive Investor,Jessica Vanourkerk,,LPL Financial LLC West Bend WI 321 N Main St,,,Salesforce
10951917,Inactive Investor,Kyle Reinson,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,,,Salesforce
11139649,Inactive Investor,Phillip McCoy,Financial Advisor,"Ameriprise Financial Services, LLC Martinsburg WV 1270 Winchester Ave",phillip.mccoy@ampf.com,,Salesforce
10933453,Inactive Investor,Louis Depaul,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,louis.depaul@lpl.com,,Salesforce
11185832,Inactive Investor,Janessa Calton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
7177635,,lu lu,,,ciborah782@kaudat.com,,Web Form Fillout
11141904,Inactive Investor,Erik Wolf,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",erik.m.wolf@ml.com,,Salesforce
9613950,,michael flick,,,supaflix@yahoo.com,,List import
11125785,Inactive Investor,Brennen Schmertmann,Financial Professional,LPL Financial LLC Moline IL 615 35th Ave,brennen.schmertmann@lpl.com,,Salesforce
9574000,,Connor Iarussi,,,ciarussi@financialguide.com,,List import
11137633,Inactive Investor,Edward Chang,Chief Compliance Officer;Founder;Managing Partner;Portfolio Manager,Pledge Capital LLC,edward.chang@pledge.capital,,Salesforce
11197681,Inactive Investor,Virgil Norris,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,virgil_norris@vanguard.com,,Salesforce
9635554,,Ben Sarnoff,,,bsarnoff@pcalp.com,,List import
11085123,Inactive Investor,Bradley Mcguire,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",bradley.mcguire@nm.com,,Salesforce
11112382,Inactive Investor,Andrew Wallace,,"Principal Securities, Inc.",,,Salesforce
10915300,Inactive Investor,Mark Pernicano,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,mvpernicano@ft.newyorklife.com,,Salesforce
9608297,,Michael Connors,,,teenseee@aol.com,,List import
11172360,Inactive Investor,Michael Mcgee,,J.P. Morgan Securities LLC Hinsdale IL 400 E Ogden Ave,michael.a.mcgee@jpmorgan.com,,Salesforce
9544010,,mehdi bokharaei,,,mahdibokharaei133@gmail.com,,List import
10992978,Inactive Investor,Sarah Lavelle,,NYLIFE Securities LLC Manchester NH 1155 Elm St,slavelle@ft.newyorklife.com,,Salesforce
10895276,Inactive Investor,Roger Eth,Advisory Representative,"Osaic FS, Inc. San Antonio TX 601 NW Loop 410",,,Salesforce
10558430,,Vladimir Polak,,,polak.vladimir@email.com,,Web Form Fillout
9557985,,Michael Morales,,,mikejmorales@motorcarfix.com,,List import
10942910,Inactive Investor,Shawn Swartz,,PNC Investments Easton PA 4422 Southmont Way,shawn.swartz@pnc.com,,Salesforce
9601978,,Gayland Jones,,,gayland@cpaone.net,,List import
10838912,Inactive Investor,David Smith,Advisor;Managing Director,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,,,Salesforce
222922,,Thomas Cotton,,[Unknown],thomasacotton@gmail.com,,
9543960,,J Ride,,,fiverides@hotmail.com,,List import
10773073,Inactive Investor,Michael Wright,Financial Advisor,Edward Jones Indianapolis IN 6925 E 96th St,michael.e.wright@edwardjones.com,,Salesforce
239214,,gusti dwi,,[Unknown],dwigusti59@gmail.com,,Direct
9619322,,Kent Skornia,,,kskornia@krilogy.com,,List import
11139328,Inactive Investor,Michael Smith,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",,,Salesforce
10762323,Inactive Investor,Rebecca Bartuska,Financial Advisor,"Ameriprise Financial Services, LLC Kingston PA 480 Pierce St",rebecca.s.bartuska@ampf.com,,Salesforce
10951006,Inactive Investor,Ryan Simmons,Director - Regional Compliance,"Principal Securities, Inc.",simmons.ryan@principal.com,,Salesforce
10852799,Inactive Investor,Amy Watson,,J.P. Morgan Securities LLC East Brunswick NJ 629 State Rte 18,amy.watson@jpmorgan.com,,Salesforce
10941675,Inactive Investor,Margaret Schroeter,,Fidelity Brokerage Services LLC,,,Salesforce
219511,,Ginny Merritt,,[Unknown],rocanvas1978@gmail.com,,
208691,,George Cotsikis,CEO,Mentat Innovations,george@cotsikis.com,,
9557021,,Joseph Fernandez,,,fernandez.joseph@principal.com,,List import
10887519,Inactive Investor,Leonard Martin,President,"Leonard Martin & Associates, Inc.",,,Salesforce
10754453,Inactive Investor,Gengsheng Lu,Director - Alternative Investments;Executive Director;International Client Advisor;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,gengsheng.lu@morganstanley.com,,Salesforce
9573320,,Adam Trusley,,,adam.trusley@citadel.com,,List import
9559802,,Michael Brcic,,,mbrcic@nationalsecurities.com,,List import
11111709,Inactive Investor,Barin De La Torre,,J.P. Morgan Securities LLC San Diego CA 13275 Black Mountain Rd,barin.de-la-torre@jpmorgan.com,,Salesforce
10985973,Inactive Investor,Britany Wade,,J.P. Morgan Securities LLC West Bend WI 600 W Paradise Dr,britany.petrack-retzlaff@chase.com,,Salesforce
11032521,Inactive Investor,Matthew Klandrud,Financial Consultant,Thrivent Investment Management Inc. Mesa AZ 2222 S Dobson Rd,matthew.klandrud@thrivent.com,,Salesforce
11229992,Inactive Investor,Karen Carrasco Salinas,,"First Command Brokerage Services, Inc.",,,Salesforce
10661513,,Andrew Malleris,,,amalleris@evergreen.net,,List Import
10974323,Inactive Investor,Kaden Stout,,J.P. Morgan Securities LLC Midvale UT 7045 S 1300 E,kaden.stout@jpmorgan.com,,Salesforce
11140957,Inactive Investor,Gimarelis Molina,,Cetera Advisors LLC Parsippany NJ 50 Parsippany Rd,,,Salesforce
10826143,Inactive Investor,James Purtle,,Feltl & Company,jhpurtle@feltl.com,,Salesforce
11166907,Inactive Investor,Victoria Catanese,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,,,Salesforce
11171752,Inactive Investor,James Novaria,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Kalamazoo MI 1080 N 10th St",james.novaria@ampf.com,,Salesforce
10941740,Inactive Investor,Carole Pfeifer,,LPL Financial LLC Englewood CO 8000 E Prentice Ave,carole.pfeifer@lpl.com,,Salesforce
11166431,Inactive Investor,Dominic Mirabella,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",dominic.mirabella@nm.com,,Salesforce
10957552,Inactive Investor,Lorens Gandingco,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,lorens.gandingco.erzw@statefarm.com,,Salesforce
10778163,Inactive Investor,Jimmy Huang,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC New York NY 41 E 11th St",jhuang@tiaa.org,,Salesforce
10946514,Inactive Investor,Dennis Shook,,J.P. Morgan Securities LLC Leawood KS 4700 W 119th St,dennis.shook@jpmorgan.com,,Salesforce
11213160,Inactive Investor,Jonathan Vera,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
11105972,Inactive Investor,Jason Reeves,,"Steward Partners Investment Solutions, LLC",jason.reeves@stewardpartners.com,,Salesforce
10943096,Inactive Investor,Joseph Giardino,,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",joseph.giardino@jpmorgan.com,,Salesforce
11066576,Inactive Investor,Peter Glaab,,Sigma Financial Corporation New Boston MI 37229 Huron River Dr,,,Salesforce
10846142,Inactive Investor,Matthew Billitti,Financial Advisor,Edward Jones Port Saint Lucie FL 7043 S US Hwy 1,matthew.billitti@edwardjones.com,,Salesforce
11159433,Inactive Investor,Stephen James,Financial Planner,Commonwealth Financial Network Annapolis MD 1610 West St,sjames@commonwealth.com,,Salesforce
10999574,Inactive Investor,Rosa Flores,,PFS Investments Inc. Hialeah FL 7955 NW 200th St,,,Salesforce
10799591,Inactive Investor,Randall Minas,Director - Investments;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",,,Salesforce
10788389,Inactive Investor,Arthur Trout,,Vanguard Marketing Corporation,arthur_trout@vanguard.com,,Salesforce
10892832,Inactive Investor,June Wiese,,"Cambridge Investment Research, Inc. Tiffin OH 732 W Market St",,,Salesforce
10826565,Inactive Investor,Tracy Webb,Senior Client Associate,"RBC Capital Markets, LLC Longview TX 1302 Judson Rd",tracy.webb@rbc.com,,Salesforce
10949714,Inactive Investor,Lisa Shinhira,Chief Compliance Officer;Client Services;Operations,Chrome Advisors,lisa@chromeadvisors.com,,Salesforce
156877,,Taehyun Hur,,[Unknown],taehur13@gmail.com,,Paid Social
10843593,Inactive Investor,Leeann Hanan,,"Raymond James Financial Services, Inc. Montgomery AL 4121 Carmichael Rd",leeann.hanan@raymondjames.com,,Salesforce
236998,, -,,[[Unknown]],edwardvidalee@vip.qq.com,,Organic Search
10874200,Inactive Investor,Ryan Krome,Financial Advisor;Retirement Consultant,LPL Financial LLC Worthington MN 724 Oxford St,ryan.krome@lpl.com,,Salesforce
246226,,Not Provided,previously Group Vice President,Independent Automotive related,richval118@gmail.com,,Manual List Upload
11061173,Inactive Investor,Sheri Tsubata,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",sheri.tsubata@ml.com,,Salesforce
11105877,Inactive Investor,Dana Sandborgh,Administrative Manager;Associate Director,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,dana.sandborgh@ubs.com,,Salesforce
11190955,Inactive Investor,Neil Moody,Director - Operations;Partner,"Asset Strategy Retirement Plan Consultants, LLC",moody@asrpc.com,,Salesforce
11087392,Inactive Investor,Jorge Ponce,,PFS Investments Inc. Staten Island NY 259 Liberty Ave,jponce@primerica.com,,Salesforce
10892557,Inactive Investor,Michele Teske,,"Osaic FS, Inc. Houston TX 14800 Saint Marys Ln",,,Salesforce
10902449,Inactive Investor,Solomon David,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10875453,Inactive Investor,John Ferris,,"Osaic Wealth, Inc. Marietta GA 127 Church St NE",,,Salesforce
11108316,Inactive Investor,Maureen Cunningham,,Janney Montgomery Scott LLC,mcunningham@janney.com,,Salesforce
337091,,John Mccullough,"Executive Vice President, General Counsel & Secretary","Harbert Fund Advisors, Inc.",jmccullough@harbert.net,205-/98-75500,Manual List Upload
9548311,,Kent Berkley,,,kent.berkley@frazierhealthcare.com,,List import
10833055,Inactive Investor,Timothy Seidel,Financial Advisor,Edward Jones Moberly MO 512 W Rollins St,timothy.seidel@edwardjones.com,,Salesforce
11231276,Inactive Investor,Samuel Choi,,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
10851117,Inactive Investor,Brent Guthrie,Financial Consultant,LPL Financial LLC Lancaster PA Private Residence,brent.guthrie@lpl.com,,Salesforce
10816642,Inactive Investor,Kevin Monn,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Saint Paul MN 400 Robert St N",kevin.monn@rbc.com,,Salesforce
10657365,,Wei Min Li,,,wei.li@psc.com,,List Import
11050292,Inactive Investor,Tony Coffey,Chief Financial Officer;Executive Vice President,Parthenon LLC Louisville KY 9900 Corporate Campus Dr,tcoffey@parthenonllc.com,,Salesforce
10846445,Inactive Investor,Jacquelyn Miller,,Santander Securities LLC Providence RI 1025 Smith St,jacquelyn.miller@santanderinvestments.com,,Salesforce
11095039,Inactive Investor,Robert Barrale,Wealth Advisor,KEB Wealth Advisors Saint Louis MO 1 S Memorial Dr,rbarrale@kebcpa.com,,Salesforce
11041518,Inactive Investor,Jorge Del Real,,J.P. Morgan Securities LLC Los Angeles CA 1550 Westwood Blvd,jorge.l.delreal@chase.com,,Salesforce
10657174,,Vincent Garrelts,,,vgarrelts@regalsecurities.com,,List Import
11028819,Inactive Investor,Eric Strevels,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
95618,,Tim Gassmann,"Partner, CEO",Accel Wealth Management Llc,tgassmann@acceladvantage.com,319-596-1101,Manual List Upload
9634036,,Alicia Chatman,,,achatman02@gmail.com,,List import
9625452,,Loretta Stampley,,,kenkydelove@gmail.com,,List import
11157418,Inactive Investor,Xun Liu,,J.P. Morgan Securities LLC Madison WI 602 N High Point Rd,xun.liu@chase.com,,Salesforce
7187128,,Michael Carethers,,,carethers00@hotmail.com,8087540032,Web Form Fillout
10755357,Inactive Investor,Kristin Salyer,,"Frost Brokerage Services, Inc. Austin TX 5800 N Mopac",ksalyer@frostbank.com,,Salesforce
10999009,Inactive Investor,Adam Handler,,Sigma Financial Corporation,,,Salesforce
10777566,Inactive Investor,Hilary Baumstarck,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",hilary_baumstarck@ml.com,,Salesforce
10847022,Inactive Investor,Christopher Sevak,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",chris.sevak@nm.com,,Salesforce
11093454,Inactive Investor,Robert Tydings,,NYLIFE Securities LLC Rochester NY 3708 Saint Paul Blvd,rtyinngs@ft.newyorklife.com,,Salesforce
10833357,Inactive Investor,Steven Selsky,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",steven.selsky@ml.com,,Salesforce
11229158,Inactive Investor,Michael Bauman,,Janney Montgomery Scott LLC New York NY 641 Lexington Ave,,,Salesforce
10614323,,Matthew Gaglio,Financial Advisor,,matthew_gaglio@glic.com,,List Import
10915097,Inactive Investor,Suzanne Henningson,Financial Advisor,Edward Jones Dewitt MI 12800 Escanaba Dr,suzi.henningson@edwardjones.com,,Salesforce
11221280,,Melissa Laffer,,,mlaffer@barksdaleim.com,,List Import
10989456,Inactive Investor,David Matzinger,,State Farm VP Management Corp. San Jose CA 1276 Lincoln Ave,,,Salesforce
9601192,,Matthew Lestina,,,mlestina@hotmail.com,,List import
11102895,Inactive Investor,Vincent Doucette,Financial Advisor,Edward Jones Katy TX 888 Avenue D,pat.doucette@edwardjones.com,,Salesforce
225137,,Mehryar Mojarrad,,Compuair,mojarrad@yahoo.com,6502797179,Organic Search
11192348,Inactive Investor,Niklas Torkelson,Managing Partner,Matisse Capital,nik@matissecap.com,,Salesforce
10877597,Inactive Investor,Matthew Brinkley,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",matthew.brinkley@wellsfargo.com,,Salesforce
10982711,Inactive Investor,Xiaojia Lou,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",xiaojia.lou@tfaconnect.com,,Salesforce
10616542,,Patrick Gill,,,patrick.gill@lpl.com,,List Import
11260504,Inactive Investor,Derek Drees,Financial Advisor,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,,,Salesforce
10890017,Inactive Investor,Brian Schnur,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brian.schnur@fidelity.com,,Salesforce
10869632,Inactive Investor,Michael Shalhoub,Financial Advisor,LPL Financial LLC Santa Barbara CA 831 State St,michael.shalhoub@lpl.com,,Salesforce
10576817,,Michael Kirksey,,,michaelkirksey@att.net,,Web Form Fillout
11093150,Inactive Investor,Chinenyenwa Amaechi,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10995270,Inactive Investor,Cristina Perez Franceschini,Chief Compliance Officer,X-Square Capital Guaynabo 90 Carr 165,cristina.perez@xsquarecapital.com,,Salesforce
11106484,Inactive Investor,Peter Scialabba,Associate Vice President;Financial Advisor,Morgan Stanley New York NY 101 Park Ave,peter.scialabba@morganstanley.com,,Salesforce
147042,,alex silber,,[Unknown],alexa.silberberg@gmail.com,,Database Upload
124182,,Richard Stevens,Executive Chairman,"Mill Creek Capital Advisors, Llc",rstevens@millcreekcap.com,610-941-7713,Manual List Upload
11204216,Inactive Investor,Mark Eskin,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC,meskin@janney.com,,Salesforce
11136732,Inactive Investor,Jose Perez,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",jose.perez@empower.com,,Salesforce
9635614,,Porter Maxwell,,,porter.maxwell@trustcore.com,,List import
371050,,Karnesh Mahendru,,India,cryptokarnesh@gmail.com,,Salesforce
9603703,,Juha Ristolainen,,,mcr0f8yi@duck.com,,List import
11202446,Inactive Investor,Francis Bass,Director;Owner,Lee Danner & Bass Inc,fbass@leedannerbass.com,,Salesforce
10946145,Inactive Investor,Zane Hanzon,,Cetera Advisor Networks LLC Riverton UT 12538 Creek Meadow Rd,,,Salesforce
10901938,Inactive Investor,Monika Rittner,Financial Advisor,"Osaic Institutions, Inc. Mount Clemens MI 5 Belleview St",mrittner@infinexgroup.com,,Salesforce
9619356,,David Park,,,dpark@headlandscap.com,,List import
10843334,Inactive Investor,Justin Culhane,Chartered Retirement Planning Counselor;Financial Advisor;Portfolio Manager;Retirement Plan Specialist;Vice President,Morgan Stanley Port Jefferson NY 414 Main St,justin.culhane@morganstanley.com,,Salesforce
10839600,Inactive Investor,Jay Porter,,"Realta Equities, Inc. Bellevue WA 3120 139th Ave SE",,,Salesforce
10838454,Inactive Investor,Salvatore Cassello,,"Equitable Advisors, LLC Franklin TN Private Residence",salvatore.cassello@equitable.com,,Salesforce
10598247,,Shawn Quella,,,quellashawn@gmail.com,,Web Form Fillout
10864290,Inactive Investor,Andrew Fallo,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Metairie LA 4501 W Napoleon Ave",andrew.r.fallo@ampf.com,,Salesforce
373936,,Todd Williams,,[Unknown],toddwill716@gmail.com,,source
11047824,Inactive Investor,Daniel Brooks,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,daniel.brooks@thrivent.com,,Salesforce
10818255,Inactive Investor,Addington Elliott,Assistant Vice President;Financial Advisor;Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",addington.g.elliott@ml.com,,Salesforce
11236658,Inactive Investor,Korosh Ataei,Financial Representative,Catalyst Wealth Management LLC,korosh@catalystfg.com,,Salesforce
11057293,Inactive Investor,William Wegner,,PFS Investments Inc. Phoenix AZ 8601 N Black Canyon Hwy,william.wegner@primerica.com,,Salesforce
11099618,Inactive Investor,Jack Mahoney,Client Advisor;Director;Principal,"Simon Quick Advisors, LLC",jmahoney@simonquickadvisors.com,,Salesforce
10989804,Inactive Investor,Andrew Um,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
10510701,,sandra mckoy,,kovack advisors,smckoy@ksifa.com,,List Import
11097939,Inactive Investor,James Knaus,,Global Wealth Advisors LLC,,,Salesforce
10878435,Inactive Investor,William McCulloch,Financial Advisor,Edward Jones Ruston LA 734 Celebrity Dr,eric.mcculloch@edwardjones.com,,Salesforce
9628369,,Danny Valentino,,,dvalentino@proshares.com,,List import
9577850,,Stewart Hayes,,,stewart.hayes@kmsfinancial.com,,List import
9567737,,Andrew Zehnder,,,azehnder@ewmadvisors.com,,List import
11018377,Inactive Investor,John Allen,Representative,PNC Investments Dallas TX Private Residence,,,Salesforce
11006457,Inactive Investor,Thomas Gordy,,"Allstate Financial Services, LLC Brookfield WI 14960 W Greenfield Ave",tgordy@allstate.com,,Salesforce
10912956,Inactive Investor,Matthew Hess,Advisor,"Vantage Point Investments, Inc.",matthess@vpivpf.com,,Salesforce
352763,,Lori Evanich,"Joint Shareholder, Spouse With Rights Of Survivorship, Director, Secretary",Atis,levanich@atiswealth.com,219-836-2102,Manual List Upload
10951939,Inactive Investor,Justin Henrich,Financial Advisor,"Southwest Michigan Wealth Management, LLC",justin@southwestmichiganfinancial.com,,Salesforce
10864408,Inactive Investor,Yousef Alduwairi,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10440582,,Sheri Lyrholm,,,sherixx@126.com,,Web Form Fillout
11178631,Inactive Investor,Steve Nigoghossian,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9601554,,John Vaccaro,,,jvaccaro@mmlinvestors.com,,List import
226182,, -,,[[Unknown]],jeffrey.kleinops@matrix.global,,Initial Salesforce Import
342018,,Michael Benson,Manager,"Frost Investment Advisors, Llc",mbenson@frostbank.com,210-220-5070,Manual List Upload
10838971,Inactive Investor,Gary Pearson,,Cetera Advisors LLC Palmdale CA 41228 12th St W,gary.pearson@ceteraadvisors.com,,Salesforce
9643569,,FLIP ENGLESON,,,flipengleson@gmail.com,,List import
10977524,Inactive Investor,Nisha Sethi,,J.P. Morgan Securities LLC Plano TX 3720 State Hwy 121,nisha.sethi@jpmorgan.com,,Salesforce
11144056,Inactive Investor,Candace Polk,Planning Advisor,LPL Financial LLC Tyler TX 1042 Asher Way,candace.polk@lpl.com,,Salesforce
11089158,Inactive Investor,Robert Snyder,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,robert.snyder@ubs.com,,Salesforce
10988379,Inactive Investor,Stephen White,,"Ameriprise Financial Services, LLC Mount Laurel NJ 3000 Atrium Way",,,Salesforce
11206705,Inactive Investor,Shelby Utech,Client Service Associate,"Raymond James & Associates, Inc. Greenville SC 101 Falls Park Dr",shelby.utech@raymondjames.com,,Salesforce
11042613,Inactive Investor,Mauricio Steinmann,Senior Regional Leader,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,mauricio.steinmann@primerica.com,,Salesforce
11178998,Inactive Investor,Gregory Hinkson,,Commonwealth Financial Network Troy MI 2520 Livernois Rd,ghinkson@commonwealth.com,,Salesforce
9564113,,Kurt Holzhueter,,,kurt@clearviewinvesting.com,,List import
10875971,Inactive Investor,Timothy Wenger,,Cetera Advisors LLC Colorado Springs CO 3204 N Academy Blvd,,,Salesforce
10938529,Inactive Investor,Justin Romero,,LPL Financial LLC,justin.romero@lpl.com,,Salesforce
9593491,,rosa gonzalez,,,rosa.gonzalez@ms.com,,List import
11083501,Inactive Investor,Jennifer Pridemore,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",jennifer.pridemore@nm.com,,Salesforce
10905824,Inactive Investor,Alen Zhitomirsky,,"Wells Fargo Clearing Services, LLC Jacksonville Beach FL 3740 3rd St S",,,Salesforce
11065157,Inactive Investor,Cynthia Norris,,"Avantax Investment Services, Inc. Newport News VA 11815 Rock Landing Dr",,,Salesforce
11191594,Inactive Investor,Robert Stuermer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",robert.stuermer@ml.com,,Salesforce
11004260,Inactive Investor,Daniel Ratner,,Oppenheimer & Co. Inc.,daniel.ratner@opco.com,,Salesforce
11122164,Inactive Investor,Nathan Blayer,Financial Advisor,Edward Jones Marshalltown IA 507 W High St,nathan.blayer@edwardjones.com,,Salesforce
335599,,Mary-anne Daly,Chair - Director - Manager,Schroder Wealth Management (us) Limited,mary-anne.daly@schroders.com,004-402-076586000,Manual List Upload
11112848,Inactive Investor,Craig Bowman,,"Farmers Financial Solutions, LLC Jenks OK 1100 W Main St",,,Salesforce
172703,,juanzi li,,[Unknown],juanzili@gmail.com,,
10944421,Inactive Investor,Molly Mckenna,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
10808292,Inactive Investor,Kadaicia-Loi Abouelnaga,,Morgan Stanley,,,Salesforce
11180436,Inactive Investor,Matthew Noll,,LPL Financial LLC Uniontown OH 11450 Billingham Ave NW,matthew.noll@lpl.com,,Salesforce
38450,,Mark Walker,,Lincoln Financial Advisors Corporation,mark.walker@lfg.com,704-540-9996,
9596995,,Tabetha Meier,,,tmeier@merceradvisors.com,,List import
10899399,Inactive Investor,Hunter Grant,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10772101,Inactive Investor,Alexander Armstrong,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,alexander.armstrong@ubs.com,,Salesforce
10853761,Inactive Investor,Kenyatta Harris,Assistant Vice President;Risk Officer,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10854160,Inactive Investor,Matthew Megin,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,matthew.megin@fmr.com,,Salesforce
10966170,Inactive Investor,Harrison Fisher,Financial Advisor,"Wells Fargo Clearing Services, LLC Canton GA 1413 Riverstone Pkwy",harrison.fisher@wellsfargo.com,,Salesforce
10807593,Inactive Investor,Julie Shechtman,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Managing Director;Senior Portfolio Manager;Workplace,Morgan Stanley Glenview IL 2700 Patriot Blvd,julie.shechtman@morganstanley.com,,Salesforce
10887157,Inactive Investor,Anne Conway,Senior Client Relationship Associate,William Blair,aconway@williamblair.com,,Salesforce
9637103,,Owen Murray,,,owen.murray@horizon-advisors.com,,List import
206535,,JAK ACIMAN,,T.H.QUANTUM AS.,acimanjak@gmail.com,,Initial Salesforce Import
372540,,Levi Dahle,,United States,levidahle1@gmail.com,,Salesforce
372071,,James Lovely,,[Unknown],jameslovely@gmail.com,,Salesforce
336127,,Michael Dashner,Portfolio Manager,Stonebridge Capital Advisors Llc,mdashner@stonebridgecap.com,651-251-1000,Manual List Upload
5896638,,Rj Jr,,,roccrazyz@gmail.com,,Web Form Fillout
9591382,,Frank Kao,,,fkao37@yahoo.com,,List import
9585627,,Nur Asri Abdul Rahim,,,asriabdrahim@gmail.com,,List import
11080377,Inactive Investor,Cheryl Gee,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,cheryl.gee@ubs.com,,Salesforce
11195149,Inactive Investor,Stacey Cheek,Chief Compliance Officer,"Wheelhouse Advisory Group, LLC",stacey@wheelhouseretirement.com,,Salesforce
10868467,Inactive Investor,Christopher Hibbard,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 110 S County Center Way",christopher.hibbard@usbank.com,,Salesforce
9549069,,Guillaume Vincent,,,guillaume.vincent@me.com,,List import
11184007,Inactive Investor,Nancy Rose,,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",nancy.rose@wellsfargoadvisors.com,,Salesforce
9599484,,Elizabeth Mahoney,,,emahoney@stratoswealthpartners.com,,List import
9645582,,Jim Eckley,,,jeckley@hardworkingcapital.com,,List import
11192130,Inactive Investor,Gregory Baumgardt,Financial Advisor,Edward Jones Milwaukee WI 2121 S Kinnickinnic Ave,greg.baumgardt@edwardjones.com,,Salesforce
10871988,Inactive Investor,Craig Thomas,Assistant Vice President;Premier Banker,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",craig.thomas2@wellsfargo.com,,Salesforce
11173229,Inactive Investor,Roland Wauthier,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",roland.wauthier@ml.com,,Salesforce
10769430,Inactive Investor,Elizabeth Jordan,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg VA 266 McLaws Cir",clark.jordan@ml.com,,Salesforce
11155310,Inactive Investor,Andrea Brotzel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Minneapolis MN 6996 France Ave S",,,Salesforce
9626423,,Jenn Benham,,,jenn.benham.83@gmail.com,,List import
10789632,Inactive Investor,Joshua Cipkala-Gaffin,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joshua.m.cipkala-gaffin@jpmorgan.com,,Salesforce
10957033,Inactive Investor,Abigail Kotarski,,Innovation Partners LLC,akotarski@innovationpartnersllc.com,,Salesforce
9614157,,alan feng,,,alanfeng365@gmail.com,,List import
10836659,Inactive Investor,Gavin Loftus,Financial Advisor,Edward Jones Dripping Springs TX 102 Old Fitzhugh Rd,gavin.loftus@edwardjones.com,,Salesforce
10989376,Inactive Investor,Christian Katsanos,,"Northwestern Mutual Investment Services, LLC Wayne PA 170 N Radnor Chester Rd",christian.katsanos@nm.com,,Salesforce
11105214,Inactive Investor,Robert Ross,Financial Advisor,Edward Jones Green River WY 125 W Flaming Gorge Way,robert.ross2@edwardjones.com,,Salesforce
9630791,,haynes king,,,42906227@qq.com,,List import
11179012,Inactive Investor,Jarad Minsky,,Commonwealth Financial Network,jminsky@commonwealth.com,,Salesforce
10921058,Inactive Investor,Drew Stevens,Private Wealth Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",drew.stevens@nm.com,,Salesforce
10964470,Inactive Investor,Joel Soto,,"Wells Fargo Clearing Services, LLC Diamond Bar CA 1150 S Diamond Bar Blvd",,,Salesforce
4521,,Kenneth Holland,,[[Unknown]],hollandkh@gmail.com,,Initial Salesforce Import
11020834,Inactive Investor,Luke Singleton,,Cetera Investment Services LLC Mandeville LA 3201 Hwy 190,,,Salesforce
10948517,Inactive Investor,Jennifer Angel,Branch Manager,"U.S. Bancorp Investments, Inc. Akron OH 2820 W Market St",jennifer.angel@usbank.com,,Salesforce
11177552,Inactive Investor,Brian Dunckley,Chief Compliance Officer;Founder;President,"Plum Pointe Wealth Management, Ltd",brian.dunckley@plumpointewealth.com,,Salesforce
10794935,Inactive Investor,Kenneth Boldt,,LPL Financial LLC North Canton OH 2205 Greensburg Rd,ken.boldt@lpl.com,,Salesforce
338219,,Kimberly Harless,Chief Operating Officer,"Stonegate Investment Group, Llc",kharless@stonegateig.com,205-963-0840,Manual List Upload
10945366,Inactive Investor,Timothy Golas,Chief Compliance Officer;Managing Member;Partner,Spurstone,timothy.golas@spurstone.com,,Salesforce
11178583,Inactive Investor,Dustin White,Private Client Advisor,J.P. Morgan Securities LLC Lake Forest IL 300 E Illinois Rd,dustin.l.white@jpmorgan.com,,Salesforce
10810165,Inactive Investor,James Motteler,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",james.motteler@ampf.com,,Salesforce
41277,,Lisa Brula,Financial Professional,"Voya Financial Advisors, Inc.",lisa.brula@voyafa.com,952-924-0050,
11219372,,Brian Lussier,,,blussier@ayco.com,,Other
10832904,Inactive Investor,Todd Shelley,Financial Advisor,Edward Jones Tomball TX 26400 Kuykendahl Rd,todd.shelley@edwardjones.com,,Salesforce
10616679,,William Smigiel,,,william.smigiel@lpl.com,,List Import
10984814,Inactive Investor,Matthew King,Financial Advisor,HighPoint Planning Partners Chicago IL Private Residence,,,Salesforce
9629761,,Filippo Acotto,,,filippoacotto@gmail.com,,List import
11012450,Inactive Investor,Scott Coleman,Agent,"Horace Mann Investors, Inc. Riverside CA 6840 Indiana Ave",scott.coleman@horacemann.com,,Salesforce
11165281,Inactive Investor,Brooke Will,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brooke.will@fidelity.com,,Salesforce
11139406,Inactive Investor,Michael Mieszkuc,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Brunswick NJ 410 George St",michael.mieszkuc@ml.com,,Salesforce
10786618,Inactive Investor,Brent Van Heel,Financial Advisor,"Ameriprise Financial Services, LLC Burnsville MN 12280 Nicollet Ave",brent.m.van.heel@ampf.com,,Salesforce
10616265,,Kevin Prendergast,,,kevin.prendergast@lpl.com,,List Import
10861143,Inactive Investor,Andrew Perona,,LPL Financial LLC Peoria AZ 8877 W Union Hills Dr,andrew.perona@lpl.com,,Salesforce
10789186,Inactive Investor,Marc Kolopsky,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bedford NH 116 S River Rd",marc.s.kolopsky@ampf.com,,Salesforce
11052965,Inactive Investor,Alex Gutierrez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10833060,Inactive Investor,Jonathan Pierce,,"Ameriprise Financial Services, LLC Plymouth MA 15 Caswell Ln",jon.pierce@ampf.com,,Salesforce
226321,, -,,[[Unknown]],ssweeney103@g.rwu.edu,,Initial Salesforce Import
10918625,Inactive Investor,Timothy Howe,Financial Professional,PlanMember Securities Corporation Naples FL 5051 Castello Dr,bhowe@planmembersec.com,,Salesforce
9591159,,Patrick Corcorran,,,pcorcorran@rainiergroup.com,,List Import
11202246,Inactive Investor,Norma Darling,,PFS Investments Inc. Glendora CA 101 W Bennett Ave,norma.darling@primerica.com,,Salesforce
11134248,Inactive Investor,Ayman Hanna,Managing Director;Portfolio Manager,Morgan Stanley Miami FL 200 S Biscayne Blvd,ayman.hanna@morganstanley.com,,Salesforce
10890647,Inactive Investor,Stephen Finley,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11253120,,BONI PASIUS,,,pasiusboni92@gmail.com,,Web Form Fillout
11140750,Inactive Investor,Adam Abramson,Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,aabramson@rockco.com,,Salesforce
344741,,Christopher Simon,Originations,Pembrook Capital Management Llc,csimon@pembrookgroup.com,212-906-8682,Manual List Upload
11010557,Inactive Investor,Austin Naser,,"Pruco Securities, LLC. Perryopolis PA 222 Independence St",austin.naser@prudential.com,,Salesforce
246259,,Not Provided,Professor,Mayo Clinic,pittelkow.mark@mayo.edu,,Manual List Upload
10612098,,Mark Meotti,"Assistant Vice President, Financial Advisor, Financial Planning Specialist",,mark.meotti@morganstanley.com,,List Import
11053725,Inactive Investor,Robert Martino,Financial Advisor,"Osaic Wealth, Inc. Hauppauge NY 1200 Veterans Hwy",,,Salesforce
335841,,Brian Cocos,,Personal Capital Advisors Corporation,brian.cocos@personalcapital.com,970-926-4150,
5126053,,Kevin Boe,,,citadelprofessional@outlook.com,630-416-7300,Web Form Fillout
11131362,Inactive Investor,Marynell Chicas,,J.P. Morgan Securities LLC Massapequa Park NY 4970 Merrick Rd,marynell.chicas@jpmorgan.com,,Salesforce
10813390,Inactive Investor,Edward Kohlhepp,President,"Kohlhepp Investment Advisors, Ltd.",,,Salesforce
10759704,Inactive Investor,Theresa Holliday,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",theresa_holliday@ml.com,,Salesforce
10857956,Inactive Investor,Matthew Frakes,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",matthew.frakes@wellsfargoadvisors.com,,Salesforce
141726,,Jeffrey Dello Russo,self,Self,jeffrey.dellorusso@gmail.com,,
9575669,,Edward Wagner,,,ewagner@sageviewadvisory.com,,List import
9602232,,Samuel Langer,,,slanger90@gmail.com,,List import
10993461,Inactive Investor,Ernesto Lopez,,J.P. Morgan Securities LLC San Diego CA 6116 Mission Gorge Rd,ernesto.lopez@chase.com,,Salesforce
10868898,Inactive Investor,Edwin Soto-Toro,Financial Professional,"Equitable Advisors, LLC San Juan PR 270 Ave Munoz Rivera",edwin.soto-toro@equitable.com,,Salesforce
217247,,Alexander Manafi,,[Unknown],alexander.manafi@gmail.com,,
11060808,Inactive Investor,Aramis Guerin,,"PHX Financial, Inc.",aguerin@phoenixinc.com,,Salesforce
11134704,Inactive Investor,Conner Pugh,Private Client Associate,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,cpugh@janney.com,,Salesforce
9591557,,Travis Greenwood,,,travis@sweetwaterpe.com,,List import
10896374,Inactive Investor,Micheal Carbon,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",micheal.carbon@nm.com,,Salesforce
11160331,Inactive Investor,Julia Hendricksen,,"Allstate Financial Services, LLC Minneapolis MN 607 County Road 10 NE",jhendricksen@allstate.com,,Salesforce
10783656,Inactive Investor,Brad Carlson,,PNC Investments Troy MI 755 W Big Beaver Rd,brad.carlson@pnc.com,,Salesforce
11075893,Inactive Investor,Richard Adams,Financial Advisor,CG Advisory Services Charlotte NC 1927 S Tryon St,richarda@mycgfinancial.com,,Salesforce
10952305,Inactive Investor,Shane Mclellan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9541227,,Trey Martin,,,treymartin001@gmail.com,,List import
11173054,Inactive Investor,Giselle Mora,,Altruist Financial LLC,giselle.mora@altruist.com,,Salesforce
10873696,Inactive Investor,Patricia Jackson,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
351326,,Chad Bounds,Associate,"Harbourvest Partners, Llc",cbounds@harbourvest.com,617-348-3707,Manual List Upload
10980419,Inactive Investor,Katherine Koch,,"Charles Schwab & Co., Inc. Canon City CO Private Residence",,,Salesforce
10929093,Inactive Investor,Jeffrey Trugman,,"Cambridge Investment Research, Inc. Woodbury NY 3 Crossways Park Dr W",,,Salesforce
10904767,Inactive Investor,Josephine Calicdan-Papp,,PFS Investments Inc. Bethlehem PA 306 S New St,josephine.calicdanpapp@primerica.com,,Salesforce
10778974,Inactive Investor,Richard Eckelhofer,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Norwell MA 91 Longwater Cir",richard.eckelhofer@wellsfargoadvisors.com,,Salesforce
10992452,Inactive Investor,Antonio Quezada,,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,aquezada@rockco.com,,Salesforce
11062218,Inactive Investor,Aikaterini Pagoni,,Goldman Sachs & Co.,,,Salesforce
11072231,Inactive Investor,Rhonda O'Neill,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Alpharetta GA 2845 Old Milton Pkwy",rhonda.oneill@schwab.com,,Salesforce
9639457,,Angela Rees,,,arees@mcgfoundation.org,,List import
9570931,,Johan Hamidon,,,jhamidon79@gmail.com,,List import
9618409,,Arthur Hyde,"Member, Head Of Research","Segra Capital Management, Llc",arthur@segracapital.com,,List import
9623869,,Graham Miller,,,graham.1.miller@gmail.com,,List import
170899,,Mohamed yousry,,[Unknown],mido_daly2002@yahoo.com,,
10848837,Inactive Investor,Jeanine Snyder,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",jeanine.snyder@nm.com,,Salesforce
10982057,Inactive Investor,Jeremy Patin,,"Kestra Investment Services, LLC Crowley LA 128 N Parkerson Ave",,,Salesforce
10576534,,Justin Kuo,,,justinkuo@gmail.com,,Web Form Fillout
11184622,Inactive Investor,Greg Sayers,,Cetera Investment Services LLC Marion VA 112 W Main St,gregory.sayers@ceterais.com,,Salesforce
10757148,Inactive Investor,Peter Hussey,,"Next Financial Group, Inc. Ravena NY 135 Main St",,,Salesforce
9584882,,David Hocker,,,dhocker@massmutual.com,,List import
11084671,Inactive Investor,Jacquelyn Drayton,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9642699,,simon cousaert,,,simon.cousaert@outlook.com,,List import
10826051,Inactive Investor,John Scherer,Chief Compliance Officer;Founder;Member;Principal,Trinity Financial Planning,john@trinfin.com,,Salesforce
11035422,Inactive Investor,Tricia Hulsey,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
9549574,,Kevin Nelson,,,kevin.nelson@thrivent.com,,List import
11028923,Inactive Investor,Melodye Jung,Client Relationship Specialist,"Charles Schwab & Co., Inc. San Francisco CA 106 W Portal Ave",,,Salesforce
10961846,Inactive Investor,Kathryn Flesher,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11142507,Inactive Investor,Scott Helland,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10834319,Inactive Investor,Christopher Bybee,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wichita Falls TX 2525 Kell Blvd",,,Salesforce
10781773,Inactive Investor,James Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jjohnson6@tiaa.org,,Salesforce
9599811,,Lionel Mafouta,,,mafouta@hotmail.com,,List import
11043216,Inactive Investor,Carl Cerruti,,LPL Financial LLC Freeport NY Private Residence,carl.cerruti@lpl.com,,Salesforce
11254165,Inactive Investor,Clayton Deimund,Financial Advisor Trainee,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",,,Salesforce
11076602,Inactive Investor,Kimberly Stringer,,"Saybrus Equity Services, LLC Shorewood MN Private Residence",kstringer@saybruspartners.com,,Salesforce
10347675,,Lynn Alexander,,,lmalexander42@yahoo.com,,Web form fillout
10766677,Inactive Investor,Howard Struble,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",strubleh@stifel.com,,Salesforce
11222293,,Claudia Donnelly,,,claudia.donnelly@wellsfargoadvisors.com,,List Import
10945996,Inactive Investor,Michael Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11024648,Inactive Investor,Craig Loney,Financial Consultant,LPL Financial LLC Tulsa OK 7625 E 51st St,craig.loney@lpl.com,,Salesforce
10994804,Inactive Investor,Amanda Lombardi,,"Osaic Institutions, Inc. Salem NH 234 N Broadway",,,Salesforce
11114377,Inactive Investor,Cheryl Mansfield,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",cheryl_mackay@ml.com,,Salesforce
9625528,,Peter Mistina,,,pmistina@gmail.com,,List import
10986851,Inactive Investor,Carol Zima,,"Geneos Wealth Management, Inc. Oneida WI 1200 Centennial Centre Blvd",,,Salesforce
10918799,Inactive Investor,Lydia Ruppenthal,Financial Advisor,"Raymond James & Associates, Inc. Lutherville Timonium MD 1954 Greenspring Dr",lydia.ruppenthal@raymondjames.com,,Salesforce
9626540,,Eric Duarte,,,duarte90250@icloud.com,,List import
10529989,,Timothy Sterbenz,,,sterby32@yahoo.com,,Web Form Fillout
10821551,Inactive Investor,Matthew Patsky,Chief Executive Officer;Portfolio Manager,Trillium Asset Management,mpatsky@trilliuminvest.com,,Salesforce
11147821,Inactive Investor,Richard Armitt,,PFS Investments Inc. Lebanon NJ 1220 State Rte 31,rarmitt@primerica.com,,Salesforce
10753385,Inactive Investor,Joe Cervantes,,"Coldstream Securities, Inc.",joe@coldstream.com,,Salesforce
10987888,Inactive Investor,Steven Ford,,"Ameriprise Financial Services, LLC Richardson TX 2221 Lakeside Blvd",steven.ford@ampf.com,,Salesforce
11178814,Inactive Investor,Silas Parker,Financial Advisor,Edward Jones Marseilles IL 466 Main St,silas.parker@edwardjones.com,,Salesforce
9567871,,Jonathan Wyngarden,,,jonw@centennialsec.com,,List import
11191978,Inactive Investor,Ana Arenas Lewis,,"Raymond James & Associates, Inc.",ana.arenas-lewis@raymondjames.com,,Salesforce
11182846,Inactive Investor,Kevin Weltlin,,State Farm VP Management Corp. Lake Wales FL 23865 Hwy 27,kevin.weltlin.pobn@statefarm.com,,Salesforce
10878578,Inactive Investor,Gino Carollo,Financial Advisor,"Opal Wealth Advisors, LLC",gino.carollo@opalwealthadvisors.com,,Salesforce
11063761,Inactive Investor,Michael Agostinelli,,"Avantax Investment Services, Inc. Penfield NY Private Residence",,,Salesforce
11157071,Inactive Investor,Richard Lipprand,,"Western International Securities, Inc. Elkhorn NE 4221 N 203rd St",,,Salesforce
22064,,Scott Brown,Chief Executive Officer,"New Energy Capital Partners, LLC",sbrown@newenergycapital.com,1-603-643-8885,Database Upload
9584943,,Kerri Dowland,,,kerri@kikerwealth.com,,List import
9559888,,Raul Sosa,,,rauloscarsosa@gmail.com,,List import
10858166,Inactive Investor,Michael Funk,,"Osaic Wealth, Inc. Fresno CA 7110 N Fresno St",,,Salesforce
143444,,Stephen Lewis,,"Equity Services, Inc.",lewis_stephen@nlvmail.com,,
10816937,Inactive Investor,Mary McEachern,Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Sarasota FL 2 N Tamiami Trl,mary.mceachern@morganstanley.com,,Salesforce
11105429,Inactive Investor,Robert Durkin,,William Blair Boston MA 125 High St,rdurkin@williamblair.com,,Salesforce
11005545,Inactive Investor,Foram Potdar,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,foram.potdar@jpmorgan.com,,Salesforce
11069332,Inactive Investor,Ryan Dilworth,Executive Director - Investments,Requisite Capital Management LLC,ryan.dilworth@requisitecm.com,,Salesforce
11126728,Inactive Investor,Sarah Lucas Stein,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",sarah.stein@nm.com,,Salesforce
86902,,Sammy Ford,,AZA,sammy.ford@gmail.com,713-600-4965,
342010,,Darren Edelstein,"General Counsel, Secretary",Lyxor Asset Management Inc.,darren.edelstein@lyxor.com,212-205-4100,Manual List Upload
11143187,Inactive Investor,Christopher Aliseo,Relationship Manager,Citigroup Global Markets Inc. Floral Park NY 215 Jericho Tpke,,,Salesforce
11040466,Inactive Investor,Karol Mukhamediyeva,,Citigroup Global Markets Inc.,,,Salesforce
11234340,Inactive Investor,Spencer Nagel,,Morgan Stanley Chicago IL 10 S Riverside Plz,spencer.nagel@morganstanley.com,,Salesforce
11104118,Inactive Investor,David Bush,Head - Wealth Management,Morgan Stanley Baltimore MD 100 S Charles St,david.bush@morganstanley.com,,Salesforce
11221268,,Guy Cumbie,,,guy@rhodessecurities.com,,List Import
9545035,,Daniel Cutright,,,dcutright@massmutual.com,,List import
11053679,Inactive Investor,Lee Berry,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
196112,,maleesha Gunasekara,,[Unknown],maleesha54@gmail.com,,source
10615600,,John Fiorito,Financial Advisor,,jjfiorito@aol.com,,List Import
9583458,,Rene Pochop,,,rene@pochopfinancial.com,,List import
10778505,Inactive Investor,Cleo Morgan,,Fidelity Brokerage Services LLC,cleo.morgan@fidelity.com,,Salesforce
10799541,Inactive Investor,Gregory Corrigan,Financial Advisor,Edward Jones Saint Louis MO 4 Cityplace Dr,greg.corrigan@edwardjones.com,,Salesforce
10775943,Inactive Investor,Tim Ramza,Chief Technology Officer,Brighton Jones LLC,tim.ramza@brightonjones.com,,Salesforce
11236874,Inactive Investor,Joshua Miller,Associate Investment Advisor,Upleft Asset Management,,,Salesforce
9544323,,Jon Brayshaw,,,jbrayshaw@primefinance.com,,List import
10943307,Inactive Investor,Vid Ponnapalli,Owner;President,Unique Financial Advisors LLC,vid@uniquefinancialadvisors.com,,Salesforce
9286859,,[Unknown],,,myoung@torchlight.com,,Web Form Fillout
11103637,Inactive Investor,Jeffrey Hall,,LPL Financial LLC Canton MA 661 Washington St,jeff.hall@lpl.com,,Salesforce
343284,,dan yap,,[Unknown],yapd@uchicago.edu,,
11198291,Inactive Investor,Kency Acosta Figueroa,,J.P. Morgan Securities LLC New York NY 810 7th Ave,kency.acosta-figueroa@jpmorgan.com,,Salesforce
10829694,Inactive Investor,Tracy Belton,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Tavares FL 531 W Main St",tracy.belton@raymondjames.com,,Salesforce
10645303,,Peter Pace,,,peter.pace@gs.com,,List Import
10841941,Inactive Investor,David Berdow,,"Kestra Investment Services, LLC Narberth PA 104 Forrest Ave",,,Salesforce
11186326,Inactive Investor,Brett Jenne,Associate Vice President,"Stifel, Nicolaus & Company, Incorporated Lake Forest IL 100 N Field Dr",brett.jenne@stifel.com,,Salesforce
11007358,Inactive Investor,Loren Machina,Financial Planner,"Triune Financial Partners, LLC",lmachina@triunefp.com,,Salesforce
11156907,Inactive Investor,Luis Laracuente-Colberg,District Manager;Regional Vice President;Vice President,"Equitable Advisors, LLC San Juan PR 270 Ave Munoz Rivera",,,Salesforce
7453092,,Dale Smith,,,hobiha8732@mitigado.com,,Web form fillout
10967242,Inactive Investor,Gregg Miller,,Country Capital Management Company Savannah GA 2019 Linnhurst Dr,gregg.miller@countryfinancial.com,,Salesforce
9633449,,Amber Newton,,,amber.newton752@gmail.com,,List import
10830894,Inactive Investor,Mary Morse,Financial Advisor,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,mary.morse@lpl.com,,Salesforce
11034748,Inactive Investor,Megan McCarter,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,megan_mccarter@vanguard.com,,Salesforce
9562623,,Robert Boucher,,,robert.boucher@lfg.com,,List import
10822346,Inactive Investor,Matthew Romeo,Owner;Partner;Wealth Manager,Everhart Advisors,mattr@everhartadvisors.com,,Salesforce
10833411,Inactive Investor,Jane Bostic,,"Principal Securities, Inc. Glen Rock PA Private Residence",bostic.jane@principal.com,,Salesforce
11010467,Inactive Investor,Lisa Lickers,,NYLIFE Securities LLC Camp Hill PA 300 Corporate Center Dr,llickers@ft.newyorklife.com,,Salesforce
10966337,Inactive Investor,Nick Burson,Financial Advisor,"Lincoln Douglas Investments, LLC",,,Salesforce
9606544,,Ricardo moreira,,,nunes.ricardo98@gmail.com,,List import
10856748,Inactive Investor,Chadwick Lee,Financial Advisor,Edward Jones Spring TX 17207 Kuykendahl Rd,chadwick.lee@edwardjones.com,,Salesforce
10659507,,Matthew Machut,,,matthew.machut@gs.com,,List Import
335719,,Labib Fasihuddin,,"Connecticut Wealth Management, Llc",lfasihuddin@ctwealthmgmt.com,,
10994282,Inactive Investor,Erick Segura,,"Citizens Securities, Inc. New York NY 1133 Avenue of the Americas",erick.segura@citizensbank.com,,Salesforce
11231717,Inactive Investor,Cytra Kinte-Parker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 22 Bull St",,,Salesforce
11079302,Inactive Investor,Nicole Norris,Retirement Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",nicole_norris@ml.com,,Salesforce
11114852,Inactive Investor,Donald Kessel,,The Huntington Investment Company Barberton OH 90 5th St SE,donald.kessel@huntington.com,,Salesforce
11261287,Inactive Investor,Andrew Downey,Associate Wealth Advisor,Heritage Financial LLC,,,Salesforce
10995570,Inactive Investor,Jose Murillo,,J.P. Morgan Securities LLC Brentwood CA 5911 Lone Tree Way,jose.x.murillo@chase.com,,Salesforce
9584437,,Fanny Schneider,,,fschneider@gammainternationalbank.com,,List import
11024331,Inactive Investor,Eric Shadoff,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",eric.shadoff@rbc.com,,Salesforce
9628916,,Samantha Schumacher,,,sschumacher@us.mufg.jp,,List import
11109322,Inactive Investor,Brian Kelly,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",brian.kelly@nm.com,,Salesforce
11126367,Inactive Investor,Jerry Means,,Brookstone Capital Management LLC Saint Peters MO 1425 Triad Center Dr,,,Salesforce
10860415,Inactive Investor,Trent Fairfield,,State Farm VP Management Corp.,trentfairfield@statefarm.com,,Salesforce
11081908,Inactive Investor,Mitchell Farrell,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,mitchell.farrell@primerica.com,,Salesforce
10787766,Inactive Investor,Robert Desalvo,,Santander Securities LLC Howell NJ 4261 US Hwy 9,robert.desalvo@santanderinvestments.com,,Salesforce
10900427,Inactive Investor,James Marcou,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,james.marcou@fidelity.com,,Salesforce
9562415,,Guillermo Chacon,,,guillermoamaro@protonmail.com,,List import
11120522,Inactive Investor,David Maurer,,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",davidmaurer@financialguide.com,,Salesforce
9560806,,jane Late,,,janekga@yahoo.com,,List import
10896462,Inactive Investor,Daniel Hackman,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1156 Avenue of the Americas",daniel.a.hackman@wellsfargo.com,,Salesforce
11187015,Inactive Investor,Khushwant Thandi,Financial Advisor,LPL Financial LLC Pasadena CA 555 S Lake Ave,khushwant.thandi@lpl.com,,Salesforce
11110734,Inactive Investor,Leilani Germain,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Boston MA 60 State St",leilani.i.germain@ampf.com,,Salesforce
10928826,Inactive Investor,Michael Ackerman,,"Osaic Wealth, Inc. Monticello MN Private Residence",,,Salesforce
158299,,Allan Lai,,[Unknown],allantlai@gmail.com,,Organic Search
10964032,Inactive Investor,Charles Tiblier,Chief Compliance Officer;Operations Officer,Stokes Family Office LLC,charles@stokesfamilyoffice.com,,Salesforce
10964729,Inactive Investor,Sherry Lacey,,"Ameriprise Financial Services, LLC Brinnon WA Private Residence",,,Salesforce
11052404,Inactive Investor,Geoffrey Hudson,Associate Vice President;Executive Financial Services Director;Financial Advisor;Portfolio Manager,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,geoff.hudson@morganstanley.com,,Salesforce
9616232,,Swolfs John,,,john+15@advisorcircle.com,,List import
10657605,,Lisa Torres,,,lisa.b.torres@chase.com,,List Import
11000032,Inactive Investor,Paul Lee,,"Allstate Financial Services, LLC Morton Grove IL 6036 Dempster St",paul.lee@allstate.com,,Salesforce
11177001,Inactive Investor,Arcelia Suarez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10958661,Inactive Investor,Vance Whitley,Financial Advisor,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",allenwhitley@synovus.com,,Salesforce
11100481,Inactive Investor,Chasen Colter,Account Executive,Fisher Investments,,,Salesforce
11094401,Inactive Investor,Charles Sauer,Investment Specialist,"Ameriprise Financial Services, LLC Naples FL 12330 Tamiami Trl E",charles.sauer@ampf.com,,Salesforce
10976622,Inactive Investor,Syed Ahmed,,"Transamerica Financial Advisors, Inc Glendale CA 425 W Broadway",,,Salesforce
10391793,,KC Cummings,,,kckoolio@gmail.com,,Web Form Fillout
11051955,Inactive Investor,Derrick Holdridge,Financial Advisor,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",derrick.holdridge@prudential.com,,Salesforce
10864932,Inactive Investor,David Peckham,Financial Advisor,LPL Financial LLC Altamonte Springs FL 215 N Westmonte Dr,david.peckham@lpl.com,,Salesforce
10945926,Inactive Investor,Saksoknik Sopheak,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. San Diego CA 530 B St",,,Salesforce
10791072,Inactive Investor,Matthew Shapiro,Chief Compliance Officer;Founder;President,MWS Capital Consultants LLC,,,Salesforce
10954612,Inactive Investor,Emmanuel Aguirre,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11039098,Inactive Investor,David Vogel,,PFS Investments Inc. Sidney IA 2822 Northridge Dr,david.vogel@primerica.com,,Salesforce
10988059,Inactive Investor,Christopher Sacco,,"LaSalle St Securities, L.L.C. Willow Grove PA 1000 Easton Rd",,,Salesforce
11048284,Inactive Investor,Steven Meyers,Senior Vice President - Wealth Management,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,steven.b.meyers@ubs.com,,Salesforce
11144741,Inactive Investor,Jesse Wright,Branch Manager;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Clemson SC 600 College Ave",ernie.wright@benjaminfedwards.com,,Salesforce
9602789,,b.k yoo,,,y6363heb@naver.com,,List import
10881342,Inactive Investor,Tatyana Bunich,,"Independent Financial Group, LLC Columbia MD 8850 Columbia 100 Pkwy",tbunich@ifgrr.com,,Salesforce
11207502,Inactive Investor,Ellen Graybill,Financial Advisor,LPL Financial LLC The Hills TX Private Residence,ellen.graybill@lpl.com,,Salesforce
10866894,Inactive Investor,Michael Koker,,"Farmers Financial Solutions, LLC Inver Grove Heights MN 5802 Blackshire Path",mkoker@farmersagent.com,,Salesforce
11208319,Inactive Investor,Ioannis Meras,Registered Principal,United Planners' Financial Services of America A Limited Partner San Jose CA 3150 Almaden Expy,ymeras@unitedplanners.com,,Salesforce
10794355,Inactive Investor,Gail Nisman,Chief Compliance Officer;President,Nisman Investment Services Inc. East Brunswick NJ 11 Wedgewood Ct,,,Salesforce
10876530,Inactive Investor,Brennen Gerhart,,"Ceros Financial Services, Inc. Red Bank NJ 200 Schulz Dr",,,Salesforce
11152730,Inactive Investor,Kim Moore,Financial Advisor,"VALIC Financial Advisors, Inc. Renton WA 451 SW 10th St",kim.moore@valic.com,,Salesforce
10853719,Inactive Investor,Steven Vanarnam,,"Osaic Wealth, Inc. Media PA 600 N Jackson St",,,Salesforce
11020281,Inactive Investor,Ryan Glynn,Financial Professional,"MML Investors Services, LLC Fort Myers FL 6237 Presidential Ct",rglynn@financialguide.com,,Salesforce
10872613,Inactive Investor,Ian Frenzel,,"Wells Fargo Clearing Services, LLC",ian.frenzel@wellsfargoadvisors.com,,Salesforce
11049611,Inactive Investor,Kristi Owens,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",kristi.owens@rbc.com,,Salesforce
11176054,Inactive Investor,Doreen Galligani,,"Empower Financial Services, Inc",doreen.galligani@empower.com,,Salesforce
10645560,,Steven Pawlan,,,spawlan@gwnsecurities.com,,List Import
10809186,Inactive Investor,Andrew Shipley,Investment Specialist;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,andrew.l.shipley@jpmorgan.com,,Salesforce
9617705,,Michael Eisinger,,,meisinger@p49equity.com,,List import
236873,, -,,[[Unknown]],davidb1884@live.com,,Organic Search
10611664,,Francis Carson,Financial Advisor,,fcarson@cfl.rr.com,,List Import
10901490,Inactive Investor,Alexandra Vigilante,Operations Associate;Performance Analyst,Biondo Investment Advisors LLC,abogusta@thebiondogroup.com,,Salesforce
9627968,,Mariel Revano,,,mrevano@interactivebrokers.com,,List import
10761394,Inactive Investor,Mark Bailey,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Seattle WA 401 Union St",mark.w.bailey@rbc.com,,Salesforce
9573342,,Jason Hughey,,,jasonhughey24@gmail.com,,List import
10616939,,Dustin White,,,dustin.l.white@jpmorgan.com,,List Import
11079877,Inactive Investor,Michael Korman,,J.P. Morgan Securities LLC Sarasota FL 7204 University Pkwy,michael.korman@chase.com,,Salesforce
11144191,Inactive Investor,Jason Flischel,,State Farm VP Management Corp. Lewis Center OH 5875 Evans Farm Dr,,,Salesforce
11116737,Inactive Investor,Curtis Irby,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10788327,Inactive Investor,Kenneth Kohn,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Melville NY 395 N Service Rd",kenneth.kohn@equitable.com,,Salesforce
11002553,Inactive Investor,Philip Conjerti,Senior Vice President,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",pconjerti@financialguide.com,,Salesforce
10812696,Inactive Investor,Julie Lee,,NYLIFE Securities LLC Calabasas CA 24000 Laurel Pl,jclee@ft.newyorklife.com,,Salesforce
11096889,Inactive Investor,Lindsey Jabs,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",,,Salesforce
10900298,Inactive Investor,Brian Shreve,Financial Advisor,"Citizens Securities, Inc. Cleveland OH 7360 York Rd",brian.shreve@citizenssecurities.com,,Salesforce
9581188,,john web,,,webdata99@gmail.com,,List import
9571363,,Robert Russo,,,rrusso@independentadvisoralliance.com,,List import
10927930,Inactive Investor,David Batchelder,,"TradeStation Securities, Inc.",dbatchelder@tradestation.com,,Salesforce
229307,, -,,[[Unknown]],clgibson60@comcast.net,,
11086268,Inactive Investor,Michael Weinstein,Director;Financial Advisor,Oppenheimer & Co. Inc. Jericho NY 2 Jericho Plz,michael.weinstein@opco.com,,Salesforce
11013987,Inactive Investor,Nikki Clayton,,PFS Investments Inc. Stafford TX 10707 Corporate Dr,nclayton@primerica.com,,Salesforce
4223040,,Shawn Wei,,,wx@mindfulnesscap.com,8617319080309,Web Form Fillout
11065191,Inactive Investor,Gabriel Blancarte,Advisory Relations Associate,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",gabriel.blancarte@tiaa.org,,Salesforce
11026719,Inactive Investor,Jeffrey Greenwald,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",jeffrey.greenwald@ampf.com,,Salesforce
11117826,Inactive Investor,Patrick Hagerty,,Fidelity Brokerage Services LLC,,,Salesforce
11089941,Inactive Investor,John Girton,President,"Girton Capital Management, Inc.",jjgirton@girtoncapital.com,,Salesforce
10440160,,Donald Rubin,,,donrubin@hotmail.com,,Web Form Fillout
9569732,,Wendy Casale,,,wendy.casale@hobartfinancialgroup.com,,List import
11082104,Inactive Investor,Lorrie Baldevia,,"M Holdings Securities, Inc. Seattle WA 1325 4th Ave",,,Salesforce
11046829,Inactive Investor,Roger Ramirez,,Sigma Financial Corporation Avon Lake OH Private Residence,rramirez@sigmarep.com,,Salesforce
10853147,Inactive Investor,Joel Malick,,Cetera Advisor Networks LLC Colorado Springs CO 7222 Commerce Center Dr,,,Salesforce
9634450,,Nicole Swinarski,,,nswinarski@gregoryschaffer.com,,List import
10982111,Inactive Investor,Arthur Salters,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",arthur.salters@prudential.com,,Salesforce
11221157,,John Rogers,,,srogers@laffertengler.com,,List Import
11212278,Inactive Investor,Austin Erickson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10458506,,Nthabiseng Aphane,,,odraaphane80@gmail.com,,Web Form Fillout
10905936,Inactive Investor,Mark Johnson,,NYLIFE Securities LLC Elk River MN 9040 Quaday Ave NE,majohnson01@ft.newyorklife.com,,Salesforce
11147994,Inactive Investor,William Ries,Financial Advisor,Edward Jones Sleepy Eye MN 100 Main St W,william.ries@edwardjones.com,,Salesforce
9598898,,Donald Setter,,,setterdo@yahoo.com,,List import
11177438,Inactive Investor,Erik Stowers,,LPL Financial LLC Pewaukee WI Private Residence,erik.stowers@lpl.com,,Salesforce
10965032,Inactive Investor,Adiba Noshin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 6901 Hillcrest Ave",adiba.noshin@ml.com,,Salesforce
11209612,Inactive Investor,Alan Brown,Financial Advisor,Edward Jones Worland WY 509 Big Horn Ave,alan.l.brown@edwardjones.com,,Salesforce
10870441,Inactive Investor,Susan Brotz,Financial Advisor,Edward Jones Mequon WI 11305 N Cedarburg Rd,susie.brotz@edwardjones.com,,Salesforce
9580310,,Bryan Brumley,,,bryan.brumley@securitiesamerica.com,,List import
11076157,Inactive Investor,Judy Seibold,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",judy_l_seibold@ml.com,,Salesforce
11036698,Inactive Investor,Christopher Dotolo,Financial Advisor,Edward Jones Virginia Beach VA 3704 Pacific Ave,chris.dotolo@edwardjones.com,,Salesforce
10904482,Inactive Investor,Erin Daugherty,,"Geneos Wealth Management, Inc. Denver CO 7535 E Hampden Ave",,,Salesforce
11174299,Inactive Investor,Zachary Hockert,,LPL Financial LLC Rapid City SD 1241 E Saint Joseph St,zachary.hockert@lpl.com,,Salesforce
10876287,Inactive Investor,Presleigh Watson,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,presleigh.watson@jpmorgan.com,,Salesforce
10818715,Inactive Investor,Alexander March,,Vanguard Marketing Corporation,alexander_march@vanguard.com,,Salesforce
10768559,Inactive Investor,Paul Alford,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,paul.alford@morganstanley.com,,Salesforce
11187757,Inactive Investor,Shalini Guglani,,"Citizens Securities, Inc. New York NY 131 E 57th St",,,Salesforce
10894677,Inactive Investor,Rey Descalso,,"J.W. Cole Financial, Inc. Maitland FL 549 N Wymore Rd",,,Salesforce
9593093,,Tim Broekmans,,,timbroekmans1992@hotmail.com,,List import
10997435,Inactive Investor,Samuel Stone,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",sam.stone@nm.com,,Salesforce
11217509,,Leslie Hewitt,,,leslie.hewitt@raymondjames.com,,Other
10865659,Inactive Investor,Sara Lederman,,Goldman Sachs & Co.,,,Salesforce
10620001,,Brian Nickleski,,,bnickleski@oldsecond.com,,List Import
10904824,Inactive Investor,Matthew Secrest,Financial Advisor,LPL Financial LLC Lawrence KS 3504 Westridge Dr,matt.secrest@lpl.com,,Salesforce
341398,,Hab Siam,General Counsel,"Altimeter Capital Management, Lp",hab@altimetercapital.com,617-310-6180,Manual List Upload
10854357,Inactive Investor,Jeremy Stone,,Cash App Investing LLC,,,Salesforce
10776088,Inactive Investor,Lawrence Gift,Financial Advisor;First Vice President;Senior Institutional Consultant,Morgan Stanley Houston TX 1330 Post Oak Blvd,chip.gift@morganstanley.com,,Salesforce
9579578,,michael jackson,,,michael@overdrev.com,,List import
10883167,Inactive Investor,Joseph Schmidt,Managing Partner,"DayMark Wealth Partners, LLC Cleveland OH 30100 Chagrin Blvd",joseph.schmidt@daymarkwp.com,,Salesforce
9588573,,jadao okiu,,,goptilpico@nani.com,,List import
10917930,Inactive Investor,Michael Antonivich,,Citigroup Global Markets Inc.,michael.antonivich@citi.com,,Salesforce
9604405,,PASCAL ALPRIAN,,,antraxzero864@gmail.com,,List import
9606465,,Andrew Sandoe,,,andrewsandoe@gmail.com,,List import
10983632,Inactive Investor,Shavon Gillies,,J.P. Morgan Securities LLC Snellville GA 1875 Scenic Hwy N,shavon.gillies@chase.com,,Salesforce
11026890,Inactive Investor,Michael Cianci,,"The Leaders Group, Inc. Jacksonville FL 12724 Gran Bay Pkwy W",,,Salesforce
333746,,Jim Corman,"Founder, Managing Partner",Collective Capital Ventures,jim@aimgr.com,251-229-0921,Manual List Upload
11150982,Inactive Investor,Spencer Lewis,Associate Wealth Management Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Columbia SC 1901 Bull St",kyle.lewis@nm.com,,Salesforce
10505820,,Andy Leslie,VP,TRMK,aleslie@trustmark.com,(601) 583-5257,List import
11164519,Inactive Investor,Kenneth Hinrichs,Financial Associate,Thrivent Investment Management Inc. Oshkosh WI 40 W 6th Ave,kenneth.hinrichs@thrivent.com,,Salesforce
10882622,Inactive Investor,Alfonso Johnson,,"Avantax Investment Services, Inc. Fort Pierce FL 2057 S US Hwy 1",,,Salesforce
9604489,,MALLIKARJUN Biradar,,,mgowdrubiradar@gmail.com,,List import
10893448,Inactive Investor,Brandon Echeverria,,Cetera Advisor Networks LLC Phoenix AZ 1137 E Redfield Rd,brandon.echeverria@ceteranetworks.com,,Salesforce
9639635,,Leocadia Zak,,,lzak@agnesscott.edu,,List import
353033,,Alan James,Founder,Mill Creek Infrastructure,alan@mcinfrapartners.com,,Event
351627,,Susan Clear,Asia,Macquarie Funds Management Hong Kong Limited,foundation@macquarie.com,852-392-21888,Manual List Upload
10764257,Inactive Investor,Frank Petrone,Financial Advisor;Senior Vice President,PNC Investments Millburn NJ 265 Millburn Ave,frank.petrone@pnc.com,,Salesforce
10807362,Inactive Investor,Cale Kunkle,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 1020 Marsh St",cale.kunkle@ml.com,,Salesforce
10614195,,Charles Anastasiou,Financial Advisor,,charles.k.anastasiou@wellsfargoadvisors.com,,List Import
9632919,,Shan Chen,,,shanchen@gmail.com,,List import
10946033,Inactive Investor,Sameer Sarmast,Senior Vice President,Farther West Palm Beach FL Private Residence,,,Salesforce
10910208,Inactive Investor,Robert Flanagan,,"HighTower Securities, LLC New York NY 505 5th Ave",rflanagan@hightoweradvisors.com,,Salesforce
10963834,Inactive Investor,Julius Harvey,,"Allstate Financial Services, LLC Evans GA 3118 William Few Pkwy",juliusharvey@allstate.com,,Salesforce
11007300,Inactive Investor,April Gremillion,,Commonwealth Financial Network Edgewater MD Private Residence,agremillion@commonwealth.com,,Salesforce
11158387,Inactive Investor,Charles Kaye,Retirement Benefits Consultant;Senior Consultant;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",david_kaye@ml.com,,Salesforce
9639510,,Michael Novick,,,mnovick@altcapadvisers.com,,List import
9637367,,Jam Pepe,,,santos@grayscale.com,,List import
11094367,Inactive Investor,Donald Nelson,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Naperville IL 2056 Westings Ave",donald.e.nelson@wellsfargoadvisors.com,,Salesforce
10786423,Inactive Investor,Peter Nielsen,First Vice President;Senior Financial Advisor;Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",p_nielsen@ml.com,,Salesforce
10809701,Inactive Investor,Salvatore Mannino,Financial Advisor,Edward Jones Lahaska PA 5860 Lower York Rd,salvatore.mannino@edwardjones.com,,Salesforce
10921387,Inactive Investor,Curtis Spaulding,Senior Regional Leader,PFS Investments Inc. Portage MI 1302 W Milham Ave,curtis.spaulding@primerica.com,,Salesforce
9637593,,Jamie Hunter,,,jhunter@aaacf.org,,List import
11130541,Inactive Investor,Michael Bishop,,PFS Investments Inc. American Fork UT 486 W 50 N,michael.bishop@primerica.com,,Salesforce
9566851,,Ryan Donaghy,,,rdonaghy@massmutual.com,,List import
10796380,Inactive Investor,Troy Pewitt,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley San Francisco CA 101 California St,troy.pewitt@morganstanley.com,,Salesforce
11129763,Inactive Investor,Daniel Shaw,,Vanguard Marketing Corporation,daniel_shaw@vanguard.com,,Salesforce
10981184,Inactive Investor,Oluseun Adeyemi,Wealth Relationship Manager,Citigroup Global Markets Inc. Rockville MD 822 Rockville Pike,oluseun.adeyemi@citi.com,,Salesforce
156179,,Mark Young,,[Unknown],maor50@aol.com,,Advertising
10990400,Inactive Investor,Kyle Robbins,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
10806047,Inactive Investor,Leslie Price,Financial Advisor,Edward Jones Wilmington NC 3505 Converse Dr,michelle.l.price@edwardjones.com,,Salesforce
10922006,Inactive Investor,David Pitre,Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",david.pitre@raymondjames.com,,Salesforce
9588775,,Phillip Michals,,,pmichals@europac.net,,List import
10985654,Inactive Investor,Ich Pham,,"Allstate Financial Services, LLC San Jose CA 841 Blossom Hill Rd",rickpham@allstate.com,,Salesforce
9639523,,Sarah Hopwood,,,sarah.hopwood@glyndebourne.com,,List import
10613357,,James Gaughran,"Senior Financial Advisor, Senior Vice President",,james_gaughran@ml.com,,List Import
10927655,Inactive Investor,Kymberly Botson,,"Allstate Financial Services, LLC Fremont OH 905 W State St",kymberlybotson@allstate.com,,Salesforce
10781121,Inactive Investor,Jacob Shepard,Private Client Advisor,J.P. Morgan Securities LLC Greeley CO 4719 29th St,jacob.d.shepard@jpmorgan.com,,Salesforce
11207022,Inactive Investor,Stacey Ashbrook,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10882530,Inactive Investor,Christopher Ford,Financial Advisor,Edward Jones Wagoner OK 114 E Cherokee St,kyle.ford@edwardjones.com,,Salesforce
10805830,Inactive Investor,Kerry Kennedy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Titusville FL 1108 S Washington Ave",kerry.b.kennedy@ampf.com,,Salesforce
11219057,,Salma Abdulla,,,salma@emagnus.com,,Other
10861961,Inactive Investor,Frederick Laurion,Senior Vice President,PFS Investments Inc. Anchorage AK 255 E Fireweed Ln,frederick.laurion@primerica.com,,Salesforce
10958658,Inactive Investor,David Holy,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_holy@vanguard.com,,Salesforce
10487046,,Ryan Smith,,J.P. Morgan Securities LLC,ryan@dawsonprivatewealth.com,,List Import
11009032,Inactive Investor,Juan Gomez,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,,,Salesforce
10851164,Inactive Investor,Brianne Aubrey,Financial Advisor,"RBC Capital Markets, LLC Denver CO 1801 California St",brianne.aubrey@rbc.com,,Salesforce
10826171,Inactive Investor,John Todaro,,"Next Financial Group, Inc. Buffalo NY 1320 Orchard Park Rd",,,Salesforce
233077,, -,,[[Unknown]],dale.peterson@cbre.com,,
9625292,,Upen Patel,,,patels_invest@hotmail.com,,List import
11080100,Inactive Investor,Ross Farley,Financial Advisor,Edward Jones Suamico WI 1718 School Ln,ross.farley@edwardjones.com,,Salesforce
10970386,Inactive Investor,Shai Hematian,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",shai.hematian@equitable.com,,Salesforce
11130967,Inactive Investor,Kui Du,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,kui.du@fmr.com,,Salesforce
238109,, -,,[[Unknown]],mrbain1.lkb@gmail.com,,Organic Search
11217353,,Kandarp Shah,,,kshah@lincolninvestment.com,,Other
11004565,Inactive Investor,Sanjana Subramanian,,J.P. Morgan Securities LLC,sanjana.subramanian@jpmorgan.com,,Salesforce
11081871,Inactive Investor,James Colloton,,"Ameritas Investment Company, LLC Hauppauge NY 800 Veterans Hwy",jcolloton@ameritas.com,,Salesforce
11232383,Inactive Investor,Nicole Cook,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 14624 N Scottsdale Rd",,,Salesforce
10990086,Inactive Investor,Joseph Rubalcaba,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",joseph.rubalcaba@nm.com,,Salesforce
11004288,Inactive Investor,Brandon Anderson,Financial Planner,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",brandon.anderson@prudential.com,,Salesforce
9612157,,Laura Fried,,,lfried@aegonusa.com,,List import
9593051,,Richard Sterndale,,,sterndale91914@yahoo.com,,List import
11065550,Inactive Investor,Ivory Stewart,Financial Professional,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",,,Salesforce
106805,,TYRONE PIKE,,N/a,tyronepike@gmail.com,3058777826,Organic Search
10864655,Inactive Investor,Jeff Bodner,,Cape Securities Inc.,jbodner@capesecurities.com,,Salesforce
10717946,,Diana Carolina Gonzalez,,,dianagonzalez43@hotmail.com,,Web Form Fillout
10932538,Inactive Investor,David Camelio,,"The Leaders Group, Inc.",,,Salesforce
10606762,,Albert D'Amato,Senior Wealth Manager,Vanderbilt Advisory Services,amd@wcmfm.com,631-845-5100,
10801382,Inactive Investor,Robert Nelson,,Robert W. Baird & Co. Incorporated,stnelson@rwbaird.com,,Salesforce
9593570,,Duce Duk,,,duceduk@gmail.com,,List import
10836283,Inactive Investor,Michael Mills,Chief Compliance Officer;Managing Partner;President;Senior Private Wealth Manager,"Mills Wealth Advisors, LLC",,,Salesforce
11067649,Inactive Investor,Christian Babirecki Tempone,,Santander Securities LLC Miami FL 830 Brickell Plz,,,Salesforce
9582712,,Michael Williams,,,mtwilliams@ftbadvisors.com,,List import
9547478,,Ian Barclay,,,ibarclay@thecolonygroup.com,,List import
11087301,Inactive Investor,Yafen Huang,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",heidi.huang@prudential.com,,Salesforce
10984560,Inactive Investor,Karen McColl,,Commonwealth Financial Network,kmccoll@commonwealth.com,,Salesforce
11103615,Inactive Investor,Nancy Anne Harris,,LPL Financial LLC Gig Harbor WA 4423 Point Fosdick Dr,nancy-anne.harris@lpl.com,,Salesforce
11177489,Inactive Investor,Brent Regaldi,,Vanguard Marketing Corporation,brent_regaldi@vanguard.com,,Salesforce
41511,,Joseph Miscia,Financial Consultant,Thrivent Investment Management Inc.,joe.miscia@thrivent.com,860-281-9093,
10773064,Inactive Investor,Donita St Marie,,The O.N. Equity Sales Company Madison WI 8201 Mayo Dr,donita_stmarie@ohionational.com,,Salesforce
9624517,,Jean Ferber,,,girlfly22@comcast.net,,List import
11171629,Inactive Investor,Chase Birky,Chief Executive Officer;Co-Founder;Managing Member;President,Dark Horse Advisors LLC,chase@darkhorse.cpa,,Salesforce
10799661,Inactive Investor,Ross Ramsey,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10799088,Inactive Investor,Kathryn Collins,,"Raymond James Financial Services, Inc. Fort Mill SC 1808 Second Baxter Xing",kathryn.malison@raymondjames.com,,Salesforce
11049621,Inactive Investor,Laura Chatham,,"Truist Investment Services, Inc. Morganton NC 105 Avery Ave",laura.chatham@truist.com,,Salesforce
10646855,,Timothy Krause,,,timothy.krause@lpl.com,,List Import
11135889,Inactive Investor,Amy Bottegal,,LPL Financial LLC Stuart FL 2400 SE Monterey Rd,amy.bottegal@lpl.com,,Salesforce
11059217,Inactive Investor,Daniel Podawiltz,,"Cambridge Investment Research, Inc. Melbourne FL 6767 N Wickham Rd",,,Salesforce
10901882,Inactive Investor,William Routh,Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
9415827,,Keith Race Holdings LLC,,"Race Holdings, LLC",kj@jensen-law.com,,Organic Search
10830141,Inactive Investor,Vincent Macnguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",vincent.macnguyen@wellsfargoadvisors.com,,Salesforce
84915,,Ryan Costello,President,"The Retirement Planning Group, Inc.",ryan@planningretirements.com,913-498-8898,Manual List Upload
10800170,Inactive Investor,Brandy Phipps,,LPL Financial LLC Wylie TX Private Residence,brandy.phipps@lpl.com,,Salesforce
11151057,Inactive Investor,Brian Kosovsky,,"Horizon Financial Advisors, LLC",,,Salesforce
11213439,Inactive Investor,Ronda Wilson,Financial Advisor,"Concourse Financial Group Securities, Inc. Ocala FL 620 SW 144th Court Rd",ronda.wilson@concoursefinancial.com,,Salesforce
9569684,,Robert Jones,,,rjones@ayco.com,,List import
240972,,Mariah Marquardt,Capital Markets Associate,Betterment,mariah.marquardt@betterment.com,,Event
11054896,Inactive Investor,Wenddyffer Johana Rondon Sanchez,,PFS Investments Inc. Miami FL 7955 NW 12th St,jrondon-sanchez@primerica.com,,Salesforce
9556003,,Daniele Ghiotti,,,daniele.ghiotti@vestawealth.com,,List import
9551923,,Kevin McAuliffe,,,kmcauliffe@frankrimerman.com,,List import
10874570,Inactive Investor,Claudia Arevalo,Client Associate,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,claudia.arevalo@jpmorgan.com,,Salesforce
11223283,,Michael Morgan,,,mike@trianglepeakpartners.com,,List Import
10850127,Inactive Investor,Gary Dorfman,Managing Director;Principal,"One Capital Management, LLC",gdorfman@onecapital.com,,Salesforce
11094884,Inactive Investor,Kenneth Nesselroad,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Zanesville OH 1380 Brandywine Blvd",michael.nesselroad@wfafinet.com,,Salesforce
10876568,Inactive Investor,John Groathouse,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10978514,Inactive Investor,Rachel Donalson,,"Farmers Financial Solutions, LLC Silsbee TX 545 N 5th St",rdonalson@farmersagent.com,,Salesforce
222882,,David Jerkin,,[Unknown],davidjerkin@yahoo.com,,
11188424,Inactive Investor,Lisa Lopacinski,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10759320,Inactive Investor,Joshua Newsome,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,joshua.newsome@gs.com,,Salesforce
9642223,,Daniel Reddick,,,reddick67212@yahoo.com,,List import
10952040,Inactive Investor,Joshua Logan,,"Raymond James Financial Services, Inc. Decatur IL 225 N Water St",joshua.logan@raymondjames.com,,Salesforce
11192221,Inactive Investor,Todd Growney,Financial Advisor;Vice President,Burt Wealth Advisors,tgrowney@burtwealth.com,,Salesforce
9590927,,Leisa Storbeck,,,lstorbeck@greshampartners.com,,List import
11134588,Inactive Investor,Katherine Thomas,,Citigroup Global Markets Inc.,,,Salesforce
194355,,Jose Garcia,,[Unknown],mayvlader1@gmail.com,,source
11117809,Inactive Investor,Nicholas Aube,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
10864708,Inactive Investor,Scott Glazer,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,scottglazer@brileywealth.com,,Salesforce
11073658,Inactive Investor,Chris Wallace,Financial Advisor;Senior Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,chris.wallace@morganstanley.com,,Salesforce
10958285,Inactive Investor,Richard Beebe,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Naples FL 5551 Ridgewood Dr",richard.beebe@mai.capital,,Salesforce
10988710,Inactive Investor,Nicholas Shultz,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",shultzn@stifel.com,,Salesforce
9571677,,Edwin Williamson,,,justdoit.rw@gmail.com,,List import
10971360,Inactive Investor,Waylan Barber,,Fidelity Brokerage Services LLC Cary NC Private Residence,,,Salesforce
10841619,Inactive Investor,Donald Montgomery,,"St. Bernard Financial Services, Inc. Mountain Home AR 200 S Main St",dmontgomery@stbernardfinancial.com,,Salesforce
11021849,Inactive Investor,Matthew Nierenberg,,"The Leaders Group, Inc.",,,Salesforce
9587213,,Moriah Cline,,,m.cline@fi.com,,List import
11020283,Inactive Investor,Jose Mallea,,PFS Investments Inc. Derwood MD 7642 Standish Pl,jmallea@primerica.com,,Salesforce
9594301,,Deneshea Phelps,,,dphelps@arlingtoncap.com,,List import
10902182,Inactive Investor,Maurice Butler,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10987266,Inactive Investor,Rebekah Hamilton,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",rebekah.hamilton@prudential.com,,Salesforce
10831269,Inactive Investor,Jeffrey Skraban,Financial Advisor;Managing Member;Regulatory Contact,"Alternative Investment Advisors, LLC",,,Salesforce
10840654,Inactive Investor,Asako Thompson,Financial Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,asako.thompson@morganstanley.com,,Salesforce
10981104,Inactive Investor,Tonia Wander,Financial Advisor,"Stephens Consulting, LLC Flint MI 5206 Gateway Ctr",,,Salesforce
11209000,Inactive Investor,Jim Flinn,Investment Advisor,"Osaic Wealth, Inc. Seattle WA 1441 N Northlake Way",,,Salesforce
11238094,Inactive Investor,Jordan Gaudio,,TCW FUNDS DISTRIBUTORS LLC,jordan.gaudio@tcw.com,,Salesforce
10795043,Inactive Investor,Mark Funk,Managing Director;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",mark.funk@nm.com,,Salesforce
11170114,Inactive Investor,Alexis Barron,,Fidelity Brokerage Services LLC Houston TX 5322 FM 1960 Rd W,,,Salesforce
9603969,,IBU KAREL,,,algohq@gmail.com,,List import
11199201,Inactive Investor,Mary Catherine Kong,,J.P. Morgan Securities LLC Palo Alto CA 2846 Middlefield Rd,mary-catherine.kong@jpmorgan.com,,Salesforce
10806225,Inactive Investor,Jason Sakelaris,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,jason.sakelaris@fidelity.com,,Salesforce
11107331,Inactive Investor,Mario Almanza,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mario.almanza@jpmorgan.com,,Salesforce
10903027,Inactive Investor,William Richardson,,"Avantax Investment Services, Inc. Houston TX 9432 Katy Fwy",,,Salesforce
11222162,,Patrick George,,,pgeorge@daviekaplan.com,,List Import
10895017,Inactive Investor,Jacqueline Jones,,Cetera Advisor Networks LLC Towson MD 600 Washington Ave,,,Salesforce
9570722,,Zhuang Zhao,,,jameszhao00@gmail.com,,List import
11130640,Inactive Investor,Michael Maddocks,Financial Advisor,"Ameriprise Financial Services, LLC Draper UT 11681 S 700 E",michael.j.maddocks@ampf.com,,Salesforce
11174685,Inactive Investor,Laura Macias,Senior Client Relationship Associate,William Blair,lmacias@williamblair.com,,Salesforce
10780852,Inactive Investor,Brian Tveter,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Huntington Station NY 50 W Jericho Tpke",brian.tveter@schwab.com,,Salesforce
148102,,Andreas Jaeggi,,[Unknown],a.jaeggi+grayscale@gmail.com,,
10975767,Inactive Investor,Ian Kail,,Park Avenue Securities LLC Knoxville TN 8351 E Walker Springs Ln,,,Salesforce
11120903,Inactive Investor,Timothy Denis,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",tdenis@nationallife.com,,Salesforce
211735,,Corbin Hiar,Reporter,E&E News,chiar@eenews.net,,Content
10929514,Inactive Investor,John Gillmor,,NYLIFE Securities LLC Cedar Park TX 4101 Arrow Wood Rd,jtgillmor@ft.newyorklife.com,,Salesforce
11092095,Inactive Investor,Paul Atkinson,First Vice President - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,paul.atkinson@ubs.com,,Salesforce
10763951,Inactive Investor,Kelly Coats,,Edward Jones Belleville IL Private Residence,kelly.coats@edwardjones.com,,Salesforce
9546476,,Smoove Daz,,,smoovedazz@gmail.com,,List import
10906535,Inactive Investor,Richard Overy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Williamsburg VA 901 Richmond Rd",rick.overy@ampf.com,,Salesforce
10814428,Inactive Investor,Lauren Alessi,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,lauren.n.alessi@jpmorgan.com,,Salesforce
11034343,Inactive Investor,Michen Sirleaf,,"Charles Schwab & Co., Inc. Wayne PA 100 W Matsonford Rd",,,Salesforce
9560515,,Steve Barnes,,,sbarnes@gmail.com,,List import
202873,,Michael Wong,,[Unknown],mistermichaelwong@gmail.com,,
11140915,Inactive Investor,Francisco Arias Caballero,,PFS Investments Inc. Windermere FL 9100 Conroy Windermere Rd,farias-caballero@primerica.com,,Salesforce
11206060,Inactive Investor,Brian Smith,,LPL Financial LLC Schererville IN 930 W US Hwy 30,brian.smith@lpl.com,,Salesforce
10770293,Inactive Investor,Cory Newman,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",cory.newman@nm.com,,Salesforce
10752951,Inactive Investor,Luis Simal,Wealth Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,luis.simal@morganstanley.com,,Salesforce
10893301,Inactive Investor,Jay Lerman,President,Progress Alliance Investment Services,,,Salesforce
10996171,Inactive Investor,Pieter Loots,,J.P. Morgan Securities LLC Brooklyn NY 798 Manhattan Ave,pieter.loots@jpmorgan.com,,Salesforce
10809882,Inactive Investor,Travis Vauris,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,travis.vauris@primerica.com,,Salesforce
11184982,Inactive Investor,Maria Klahejian,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 82 S Lake Ave",maria.klahejian@wellsfargoadvisors.com,,Salesforce
9630863,,Mustafa Shauket,,,mustafashauket+grayscale@gmail.com,,List import
168526,,Daniel Matt,,[Unknown],daniel@mattingley.com.au,,Paid Social
9570483,,Jessica Foley,,,xwildflower7x@gmail.com,,List import
9579057,,Suzanne Elbin,,,elbin.suzanne@principal.com,,List import
10785950,Inactive Investor,Joshua Fredricks,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",joshua_fredricks@ml.com,,Salesforce
10802920,Inactive Investor,David Shenton,Senior Vice President,"Capitol Securities Management, Inc. Mosely VA Private Residence",dshenton@capitolsecurities.com,,Salesforce
9597967,,Jay Nauman,,,jarteast@gmail.com,,List import
10911462,Inactive Investor,Brendan Brady,,"RBC Capital Markets, LLC Portsmouth NH 100 International Dr",,,Salesforce
168937,,jungle onion,,[Unknown],cryptomoonmission2019@gmail.com,,
11082939,Inactive Investor,Victor Doherty,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",victor.doherty@ml.com,,Salesforce
10949609,Inactive Investor,Zackary Dewitt,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
10780628,Inactive Investor,Kevin Wolnik,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 1601 E Oakland Park Blvd",kevin.wolnik@ml.com,,Salesforce
11209093,Inactive Investor,Peter Wargo,Lead Advisor,"Modern Wealth Management, LLC Troy MI 900 E South Blvd",,,Salesforce
10809042,Inactive Investor,Craig Stcyr,,LifeMark Securities Corp. Pittsburg CA Private Residence,cstcyr@lifemark.com,,Salesforce
11123979,Inactive Investor,Dennis Turner,,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",dennis.turner@equitable.com,,Salesforce
10798004,Inactive Investor,Allison Schenk,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",allison.schenk@ml.com,,Salesforce
9588235,,Susan Williams,,,susan@benheeb.com,,List import
11068908,Inactive Investor,Tammy Peters,,"Wells Fargo Clearing Services, LLC Lincoln NE 6003 Old Cheney Rd",tammy.peters@wellsfargoadvisors.com,,Salesforce
9555953,,todd bullock,,,sushirollztampa@gmail.com,,List import
347087,,Robin Brigham,Financial Planner,"Hager Investment Management Services, Llc",robin@hagerinvestments.com,603-526-4099,Manual List Upload
11117613,Inactive Investor,John Keown,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Tulsa OK 4200 E Skelly Dr",john.t.keown@ampf.com,,Salesforce
10916808,Inactive Investor,Christa Far,,"Raymond James & Associates, Inc.",christa.far@raymondjames.com,,Salesforce
11014334,Inactive Investor,Thi Dinh,,J.P. Morgan Securities LLC University Place WA 6305 Bridgeport Way W,thi.dinh@jpmorgan.com,,Salesforce
1004344,Inactive Investor,Mazi Bahadori,,Mazi Bahadori,mazi.bahadori@gmail.com,,3rd Party Lead Gen
9588684,,Bobby Compton,,,chekov12-virtualinvestorconference@yahoo.com,,List import
11160719,Inactive Investor,Colby Erskin,Regional Vice President,PFS Investments Inc. Boca Raton FL 551 NW 77th St,cerskin@primerica.com,,Salesforce
11137470,Inactive Investor,Alexander Swink,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11105426,Inactive Investor,Anna Thiessen,,"Principal Securities, Inc.",thiessen.anna@principal.com,,Salesforce
11127210,Inactive Investor,Lisa Adamonis Pile,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 11820 Fountain Way",lisa.d.pile@ml.com,,Salesforce
11235676,Inactive Investor,Asaf Abramovich,Director - Research,"Legacy Wealth Advisors, LLC",,,Salesforce
10961969,Inactive Investor,Mark Pillitteri,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
11127621,Inactive Investor,Daniel Browne,Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC Edwardsville IL 1254 University Dr",,,Salesforce
11141808,Inactive Investor,Kristena Petty,,Morgan Stanley Palos Verdes Peninsula CA 609 Deep Valley Dr,kristena.petty@morganstanley.com,,Salesforce
338843,,Kyle Brengel,Director Of Capital Markets,Acres,kbrengel@acrescap.com,516-535-0015,Manual List Upload
11013491,Inactive Investor,Jeremy Rosenkranz,,State Farm VP Management Corp. Highlands TX 440 S Main St,jeremy.rosenkranz.ngje@statefarm.com,,Salesforce
11206650,Inactive Investor,Shawn Peschke,Financial Advisor,LPL Financial LLC Edmond OK 15816 N Pennsylvannia Ave,shawn.peschke@lpl.com,,Salesforce
11161780,Inactive Investor,Matthew Winter,Registered Client Service Associate,Morgan Stanley Barrington IL 760 W Main St,matthew.winter@morganstanley.com,,Salesforce
11108933,Inactive Investor,Brian Wood,Managing Partner;Senior Wealth Advisor,"Legacy Capital Wealth Partners, LLC Rogers AR 5502 W Walsh Ln",brianw@legacycapitalwp.com,,Salesforce
10647805,,Jonathan Kelley,,,jkelley@hindsfg.com,,List Import
10948990,Inactive Investor,Lauren Fevrier,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,lauren.fevrier@fmr.com,,Salesforce
10754797,Inactive Investor,Gregory Wambolt,Chief Compliance Officer;Founder;Managing Member;Owner;Senior Wealth Management Advisor,"Wambolt & Associates, LLC",greg.wambolt@wamboltandassoc.com,,Salesforce
10983662,Inactive Investor,James Muir,Financial Advisor,"Osaic Institutions, Inc. Hollidaysburg PA 1913 N Juniata St",,,Salesforce
11202373,Inactive Investor,Steven Bennett,,PFS Investments Inc. Watsonville CA 3 Hangar Way,sbennett.ncw85@primerica.com,,Salesforce
10874233,Inactive Investor,Jared Hemmingsen,Financial Advisor,Edward Jones Lincoln NE 301 S 70th St,jared.hemmingsen@edwardjones.com,,Salesforce
10790857,Inactive Investor,Alden Eddy,,"Northwestern Mutual Investment Services, LLC Brookfield WI 675 N Brookfield Rd",alden.eddy@nm.com,,Salesforce
10839260,Inactive Investor,Sharon Wolfe,Vice President;Wealth Management Specialist,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,sharon.m.edgerton@jpmorgan.com,,Salesforce
10619512,,Ryan McNeely,,,ryan.mcneely@morganstanley.com,,List Import
11063126,Inactive Investor,Daniel Kelly,Manager,Navesink Advisors LLC Shrewsbury NJ 457 Sycamore Ave,dan@panterandkelly.com,,Salesforce
10777891,Inactive Investor,Jennifer Billiam,Specialist,"Fifth Third Securities, Inc. Wyoming MI 2301 Gezon Pkwy SW",jennifer.billiam@53.com,,Salesforce
10860022,Inactive Investor,Timothy Bartholomew,,"Osaic Institutions, Inc. Cairo NY 230 Matthew Simons Rd",tbartholomew@infinexgroup.com,,Salesforce
9591515,,Kevin Cohen,,,kcohen@onewealth.net,,List import
11113918,Inactive Investor,Robert Courtadon,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,rcourtadon@primerica.com,,Salesforce
10986524,Inactive Investor,Alexander Villavaso,Financial Representative,Park Avenue Securities LLC Metairie LA 3300 W Esplanade Ave S,,,Salesforce
11169394,Inactive Investor,James Hall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,james.hall@fidelity.com,,Salesforce
9584581,,David McAlvany,,,dmcalvany@mwealthm.com,,List import
11002424,Inactive Investor,Sampson Reavis,,"GLP Investment Services, LLC Matthews NC Private Residence",sreavis@glpwins.com,,Salesforce
10617267,,Roger Smith,,,rogerl.smith@edwardjones.com,,List Import
10752630,Inactive Investor,Craig Schmidt,,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",craig.schmidt@wellsfargoadvisors.com,,Salesforce
10964875,Inactive Investor,Ryan McCartney,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ryan.mccartney@tiaa.org,,Salesforce
10926527,Inactive Investor,Brandon Roy,High Net Worth Specialist,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",,,Salesforce
11124640,Inactive Investor,Judson Golsan,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1500 Urban Center Dr",judd.golsan@nm.com,,Salesforce
10991566,Inactive Investor,Andrew Hooley,Wealth Manager,Badgley Phelps Wealth Managers,andrewh@badgley.com,,Salesforce
11050036,Inactive Investor,Jw Davis,Chief Compliance Officer;Chief Executive Officer;Chief Operating Officer;Investment Advisor;Managing Member,"Butler-Davis Financial Group, LLC",jw@thebutlerdavis.com,,Salesforce
10878736,Inactive Investor,Brandon Cooley,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11086600,Inactive Investor,Chad Gerst,Financial Advisor,"Ameriprise Financial Services, LLC Fairmont MN 2423 Albion Ave",chad.e.gerst@ampf.com,,Salesforce
10977182,Inactive Investor,Austin Marx,,"IFG Advisory, LLC",,,Salesforce
372751,,Frank Willson,,United States,fwillson@cox.net,,Event
343344,,Tyler Smith,,Mercer Global Advisors Inc.,tsmith@merceradvisors.com,,
8480785,,Dustin Lough,,CR3 Partners,dustin.lough@cr3partners.com,(704) 608-3947,List Import
9638526,,Benjamin Yaffee,,,byaffee@hedgemark.com,,List import
10887290,Inactive Investor,Suzanne Hollingsworth,,"Cambridge Investment Research, Inc. McHenry IL 3647 Municipal Dr",sue.hollingsworth@cambridgesecure.com,,Salesforce
9560756,,John Gray,,,raresubs@hotmail.com,,List import
9585121,,Lawrence Herold,,,larryh@heroldinc.com,,List import
11233756,Inactive Investor,Kevin Vasquez,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,,,Salesforce
11045089,Inactive Investor,Samuel Watters,,"Osaic Wealth, Inc. Orange TX 4001 W Park Ave",,,Salesforce
11069942,Inactive Investor,James Wink,Advisor;Co-Founder,Summit Financial Working With People You Trust,jim@summitfc.net,,Salesforce
10614153,,Wayne Londregan,"Financial Advisor, Senior Vice President - Investments",,wayne.londregan@wellsfargo.com,,List Import
10851344,Inactive Investor,Coventry Edwards-Pitt,Chief Creative Officer;Partner,Ballentine Partners,cedwards-pitt@ballentinepartners.com,,Salesforce
11217380,,Tony Dubose,,,tony.dubose@lpl.com,,Other
11098839,Inactive Investor,June Liao,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",june.liao@transamerica.com,,Salesforce
11209870,Inactive Investor,Dylan Dewitt,,LPL Financial LLC Fostoria OH 893 N Countyline St,dylan.dewitt@lpl.com,,Salesforce
11035815,Inactive Investor,Christopher Deveny,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,christopher.a.deveny@jpmorgan.com,,Salesforce
224723,,DANIEL REPTA,,[Unknown],daniel.repta@gmail.com,,source
11184001,Inactive Investor,Dawn Doucette,Member;Principal,C & J Wealth Advisors,,,Salesforce
10912848,Inactive Investor,Amy Dimon,Specialist,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",amy.dimon@ampf.com,,Salesforce
334924,,Henry Miller,Managing Partner,"Miller Investment Management, Lp",hmiller@millerinv.com,610-834-9820,Manual List Upload
9632164,,Jim Lippert,,,jimllippert@gmail.com,,List import
11210085,Inactive Investor,Robert Cully,,B. Riley Wealth Management Boston MA 10 Post Office Sq,,,Salesforce
10783797,Inactive Investor,Thomas Thaney,Financial Advisor;Financial Planning Specialist;Institutional Consultant;Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,thomas.e.thaney@morganstanley.com,,Salesforce
11092497,Inactive Investor,Jeffrey Trollinger,Senior Vice President - Private Wealth Management,Robert W. Baird & Co. Incorporated Winston Salem NC 380 Knollwood St,jtrollinger@rwbaird.com,,Salesforce
10845624,Inactive Investor,Melanie Velez Suarez,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",melanie.velez@ml.com,,Salesforce
11101147,Inactive Investor,Gregory Piedel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,gregory.piedel@fidelity.com,,Salesforce
11034487,Inactive Investor,William Malak,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,wsmalak@ft.newyorklife.com,,Salesforce
9551169,,matt colella,,,matthew@blue13creative.com,,List import
9626731,,Crypto Capone,,,tupacdehqani@hotmail.com,,List import
100753,,Jamie Lapin,"Owner, Chief Compliance Officer",Risk Management Group,jlapin@rmgadvisors.com,301-838-4111,Manual List Upload
10487294,,Bruce Dillard,"Associate Market Executive, Complex Director, Executive Director",UBS Financial Services Inc.,bruce.dillard@ubs.com,,List Import
10905193,Inactive Investor,Bryant Vallat,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,bryant.vallat@fmr.com,,Salesforce
1003486,Inactive Investor,Eric Barlow,,Andina Family Offices,ericsbarlow@yahoo.com,,3rd Party Lead Gen
7442506,,Charlene Robertson,,,vzeoi663@verizon.net,,Web Form Fillout
11147042,Inactive Investor,Elizabeth Smart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",elizabeth.smart@ml.com,,Salesforce
10990748,Inactive Investor,Alexander Snyman,Investment Advisor,Lincoln Investment Bala Cynwyd PA 333 E City Ave,asnyman@lincolninvestment.com,,Salesforce
9625054,,Cecil Chang,,,cecilgchang@gmail.com,,List import
10920698,Inactive Investor,Kimberlee Fricker,Director - Client Services,Commonwealth Financial Network Norwell MA 19 Assinippi Ave,kfricker@commonwealth.com,,Salesforce
11137219,Inactive Investor,Todd Micklovich,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,todd.micklovich@fidelity.com,,Salesforce
11065724,Inactive Investor,Melina Montes De Oca,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11073448,Inactive Investor,Maria Broccoli,Financial Advisor,Morgan Stanley Utica NY 106 Business Park Dr,maria.broccoli@morganstanley.com,,Salesforce
9562397,,Filip Tomasik,,,filip.tomasik@citi.com,,List import
11081686,Inactive Investor,Taylor West,Wealth Advisor,"Hibernia Wealth Partners, LLC",taylor.west@hiberniawealth.com,,Salesforce
10783181,Inactive Investor,Carlo Rossell,Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,carlo.rossell@citigroup.com,,Salesforce
10911220,Inactive Investor,Matthew Bruner,,Country Capital Management Company Libertyville IL 900 Technology Way,matt.bruner@countryfinancial.com,,Salesforce
9645314,,Bob Savel,,,bob.savel@gmail.com,,List import
372899,,Zaur Hashimov,,[Unknown],zaur@dubaicars.az,,source
11040409,Inactive Investor,Cynthia Kinkaid,,Morgan Stanley Doylestown PA 4259 W Swamp Rd,cindy.kinkaid@morganstanley.com,,Salesforce
4252215,,Yerzhan Durmaganbetov,,,durmaganbetov@gmail.com,,Web Form Fillout
11007915,Inactive Investor,Eduardo Silva-Lucas,,J.P. Morgan Securities LLC Sparks NV 9725 Pyramid Way,,,Salesforce
10827874,Inactive Investor,Tonya Bobbitt,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Monroe NC Private Residence",tonya.bobbitt@tiaa.org,,Salesforce
9563699,,Mohammed Ghouse,,,ghousemohammed633@gmail.com,,List import
11097564,Inactive Investor,Aaron Cirksena,Chief Compliance Officer;Chief Executive Officer;Founder,MDRN Capital,,,Salesforce
10841601,Inactive Investor,Deborah Lee,,LPL Financial LLC Sherman Oaks CA Private Residence,deborah.lee@lpl.com,,Salesforce
9580574,,Mackenzie Mayer,,,mayermackenzie@gmail.com,,List import
10965939,Inactive Investor,Amadeo Blackwell,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10898513,Inactive Investor,Emily Grace,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",emily.grace@ml.com,,Salesforce
10791140,Inactive Investor,Gian Costeniero,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
351623,,Florence Childress,,Van Eck Associates Corp.,florence.childress@vaneck.com,212-293-2000,Manual List Upload
10559268,,Randip Bhogal,,,rsinghb50@gmail.com,07980946848,Web Form Fillout
10987375,Inactive Investor,Kayleen Chik,,J.P. Morgan Securities LLC Sunnyvale CA 410 S Mathilda Ave,,,Salesforce
10804843,Inactive Investor,Ruchi Rangaraju,Financial Advisor;Private Client Advisor,J.P. Morgan Securities LLC Princeton Junction NJ 63 Princeton Hightstown Rd,ruchi.rangaraju@jpmorgan.com,,Salesforce
11148349,Inactive Investor,Robert Eder,,"Avantax Investment Services, Inc. Saint Clair Shores MI 29701 Harper Ave",,,Salesforce
11133480,Inactive Investor,Haykel El Faleh,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11138169,Inactive Investor,Kelly Gandre,Financial Advisor,Edward Jones Houston TX 3355 W Alabama St,kelly.gandre@edwardjones.com,,Salesforce
11026644,Inactive Investor,Timothy Brown,Financial Advisor,"Osaic Wealth, Inc. Victor NY 6536 Anthony Dr",,,Salesforce
11221433,,Hampton Adams,,,hadams@seia.com,,List import
10436330,,James Dickson,,,jrdicksn@hotmail.com,,Web Form Fillout
10876281,Inactive Investor,Casey Widmer,,Citigroup Global Markets Inc.,,,Salesforce
10775945,Inactive Investor,Michael Robben,Manager,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",michael.robben@wellsfargoadvisors.com,,Salesforce
11118576,Inactive Investor,Alejandra Sutherland,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,alejandra.sutherland@primerica.com,,Salesforce
10846572,Inactive Investor,Matthew Minehart,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,mminehart@eaglestrategies.com,,Salesforce
11149814,Inactive Investor,Judith Hall,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,judith_hall@glic.com,,Salesforce
9627145,,Kim Ford,,,kim.ford@fiserv.com,,List import
11093688,Inactive Investor,Tamie Pearson,,"Raymond James Financial Services, Inc. Peoria IL 6699 N Sheridan Rd",tamie.pearson@raymondjames.com,,Salesforce
10832426,Inactive Investor,Renu Dutta,Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,renu.rajankutty.dutta@morganstanley.com,,Salesforce
10645722,,Michael McGinnis,,,michael.w.mcginnis@morganstanley.com,,List Import
10803330,Inactive Investor,Michael Scott,Corporate Retirement Director;Financial Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,michael.j.scott@morganstanley.com,,Salesforce
10828562,Inactive Investor,Tom Cladis,,Gill Capital Partners,tcladis@gillinvest.com,,Salesforce
10872631,Inactive Investor,Mark Sindowski,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,msindowski@brileywealth.com,,Salesforce
11142337,Inactive Investor,Tyler Hans,Financial Advisor;First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",tyler.hans@ml.com,,Salesforce
11036787,Inactive Investor,Karen Ratashak Perala,,"N.I.S. Financial Services, Inc.",,,Salesforce
10976233,Inactive Investor,Noah Buttermore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10790765,Inactive Investor,Robert Rose,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
232334,, -,,[[Unknown]],aaron.m.cohen@morganstanley.com,,Organic Search
10478122,,Koji Ykimuro,,,kojiykimuro@gmail.com,,Web Form Fillout
10869037,Inactive Investor,Dyedy Yol,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",andy.yol@tiaa.org,,Salesforce
11011988,Inactive Investor,Nathan Leo,Financial Advisor,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",nathan.leo@prudential.com,,Salesforce
11011273,Inactive Investor,Timothy Kovalchick,,Money Concepts Capital Corp Frederick MD 331 S Jefferson St,tkovalchick@moneyconcepts.com,,Salesforce
11201002,Inactive Investor,Kenneth Moraif,Chief Executive Officer;Managing Member;President;Senior Advisor,Retirement Planners of America,kennethmoraif@moneymatters.net,,Salesforce
11081141,Inactive Investor,Mary Stadelman,Financial Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 1928 Cochran Rd",mary.stadelman@nm.com,,Salesforce
373226,,William Murphy,,[Unknown],lanaslittlelambs@yahoo.com,,source
9547117,,Matt Grabler,,,matt.grabler@gmail.com,,List import
10904117,Inactive Investor,John Eager,Financial Advisor,Edward Jones Valdosta GA 113 W Brookwood Dr,john.eager2@edwardjones.com,,Salesforce
10855976,Inactive Investor,Brandi Patrick,,Stephens Hot Springs National Park AR 161 Television Hill Rd,bpatrick@stephens.com,,Salesforce
10696159,,Seth Kelch,,Jon Coomer Investment Managment,seth@joncoomer.com,,List Import
10972217,Inactive Investor,Derek Stavarski,Financial Advisor,McAdam LLC,derek.stavarski@mcadamfa.com,,Salesforce
11039177,Inactive Investor,Andrew Coghill,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",andrew.coghill@nm.com,,Salesforce
10615269,,Alexander Kim,"Financial Advisor, Financial Planning Specialist",,alexander.kim@morganstanley.com,,List Import
10846738,Inactive Investor,Robert Stanley,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Taylor PA 100 Union St",bob.stanley@wellsfargo.com,,Salesforce
11008623,Inactive Investor,David Cohen,Financial Advisor,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11097029,Inactive Investor,Rebecca Green,Wealth Advisor,"Beacon Pointe Advisors, LLC Scottsdale AZ 14350 N 87th St",rgreen@bpwealthadvisors.com,,Salesforce
9643539,,Colin Kim,,,colin.k.kim@gmail.com,,List import
346596,,Steve Sexeny,Senior Vice President,Granahan Investment Management Llc,ssexeny@granahan.com,781-890-4412,Manual List Upload
10781938,Inactive Investor,Gina Scott,,"Fifth Third Securities, Inc. Cincinnati OH 9477 Kenwood Rd",gina.scott@53.com,,Salesforce
9604352,,Gunnar Wedfelt,,,gunnar.wedfelt@stockholmcorp.se,,List import
10985884,Inactive Investor,Chadwick Clarke,Retirement Plan Consultant,"Osaic Wealth, Inc. Napa CA 1475 4th St",,,Salesforce
11211702,Inactive Investor,Joshua Haberman,,"Pruco Securities, LLC. Jericho NY 30 Jericho Executive Plz",josh.haberman@prudential.com,,Salesforce
11062516,Inactive Investor,Francisco Orellana,,PFS Investments Inc. Miami FL 10300 SW 72nd St,francisco.lopez@primerica.com,,Salesforce
245674,,Rohin Shah,Chief of Staff,Vise,rohin@vise.com,201 8758402,Manual List Upload
10877448,Inactive Investor,Devin Allen,Financial Advisor,Edward Jones Cullman AL 909 2nd Ave NW,devin.allen@edwardjones.com,,Salesforce
11016035,Inactive Investor,Gregory Irwin,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,girwin@primerica.com,,Salesforce
9569246,,Craig Hurst,,,hurst962@gmail.com,,List import
335721,,Jarrett Solomon,Partner,"Connecticut Wealth Management, Llc",jsolomon@ctwealthmgmt.com,860-470-0290,
10956788,Inactive Investor,David Lazzaro,Financial Professional,Money Concepts Capital Corp,,,Salesforce
9571829,,Michael Kmetzo,,,mkmetzo@gmail.com,,List import
11098310,Inactive Investor,Michael Bucher,,"The Investment Center, Inc. Reading PA Private Residence",mbucher@investmentctr.com,,Salesforce
10813364,Inactive Investor,Edward Hickey,Partner;Principal,LPL Financial LLC Bedford NH 1 Bedford Farms Dr,edward.hickey@lpl.com,,Salesforce
10810251,Inactive Investor,Bryon Forbes,Retirement Benefits Consultant;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",bryon_forbes@ml.com,,Salesforce
9553725,,Supreeya Kopol,,,supreeyagopol6@gmail.com,,List import
9647519,,Ömer Faruk Fidan,,,omerf183@gmail.com,,List import
10979208,Inactive Investor,Amanda Foster,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",amanda.foster@nm.com,,Salesforce
11132774,Inactive Investor,Thomas Freisen,,LPL Financial LLC Red Bank NJ 188 E Bergen Pl,thomas.freisen@lpl.com,,Salesforce
11001800,Inactive Investor,William Orr,,"Cambridge Investment Research, Inc. Greenwood IN Private Residence",,,Salesforce
10915314,Inactive Investor,Walter Pardo,,"Avantax Investment Services, Inc. Liberty Corner NJ 8 Church St",,,Salesforce
10658769,,Ana Valdez-Saldana,,,ana.k.valdez-saldana@chase.com,,List Import
10978067,Inactive Investor,Jackie Breed,Financial Advisor,Thrivent Investment Management Inc. Mills WY 935 Pendell Blvd,,,Salesforce
9612925,,Howard Felix,,,howard.l.felix@morganstanley.com,,List import
10830459,Inactive Investor,Christine Twillmann,,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 19 Center St",,,Salesforce
10961138,Inactive Investor,Manuel Fernandez Ymaz,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10903678,Inactive Investor,Alexia Varga,Managing Partner;Member,Global Trust,agv@gbltrust.com,,Salesforce
10774022,Inactive Investor,David Fanucchi,First Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,david.fanucchi@ubs.com,,Salesforce
9603061,,Alexis DEVRIEZE,,,adevrieze@gmail.com,,List import
10813277,Inactive Investor,Yuh-Jiun Chen,,"Transamerica Financial Advisors, Inc Saratoga CA 1821 Saratoga Ave",yuhjiun.chen@transamerica.com,,Salesforce
11180607,Inactive Investor,Richard Reith,Financial Advisor,"Stifel Independent Advisors, LLC Chehalis WA 2540 NE Kresky Ave",reithr@stifelindependence.com,,Salesforce
10786821,Inactive Investor,C B Downs,,Morgan Stanley Boston MA 28 State St,,,Salesforce
11231377,Inactive Investor,Weston Morgan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,weston_morgan@vanguard.com,,Salesforce
11148691,Inactive Investor,Enrique Marti Ruiz,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",enrique.marti@ml.com,,Salesforce
9628454,,Pavanveer Heer,,,pav27s.crypto@gmail.com,,List import
11023986,Inactive Investor,Gregory Regan,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11097130,Inactive Investor,Theodore Thatcher,Chief Compliance Officer;Chief Executive Officer;President,"Bright Lake Wealth Management, LLC",,,Salesforce
9584827,,Dennis White,,,dennis.whitejr9716@gmail.com,,List import
11065190,Inactive Investor,John Kuhn,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",john.kuhn@tiaa.org,,Salesforce
11056885,Inactive Investor,Serafim Pistiolis,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,mike.pistiolis@ubs.com,,Salesforce
10853200,Inactive Investor,Bobby Phakonekham,,"Raymond James Financial Services, Inc. Huntsville AL 409 Madison St SE",bobby.phakonekham@raymondjames.com,,Salesforce
10813084,Inactive Investor,Allen Mellow,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,allen.mellow@ubs.com,,Salesforce
11079347,Inactive Investor,Candace Wehr,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington NC 1123 Military Cutoff Rd",candace.wehr@bofa.com,,Salesforce
9592321,,Jeffery Alvarado,,,shadowlurker_51@yahoo.com,,List import
9613936,,Mohammad Rafiq,,,m.rafiq0826@gmail.com,,List import
9550176,,Steven Gambuzza,,,steven.gambuzza@mlp.com,,List import
11132085,Inactive Investor,Tien Pham,,"Transamerica Financial Advisors, Inc Orlando FL 3801 Avalon Park East Blvd",tien.pham@tfaconnect.com,,Salesforce
9573997,,Moiz Khan,,,mkhan@palestracap.com,,List import
343839,,Haris Papanikolaou,"Chief Executive Officer, Limited Partner",Praxis Alpha Partners Llp,hpapanikolaou@praxisim.com,442-033-140830,Manual List Upload
9564872,,Laura Crowell,,,laura.crowell@edwardjones.com,,List import
49473,,James Bizzarro,,"Securities America Advisors, Inc.",james.bizzarro@securitiesamerica.com,770-521-9107,
10969545,Inactive Investor,Nicholas Davis,,"Wells Fargo Clearing Services, LLC Flowery Branch GA 4706 Hog Mountain Rd",,,Salesforce
10826079,Inactive Investor,Michael Reese,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Augusta GA 1 10th St,mike.reese@ms.com,,Salesforce
10880755,Inactive Investor,Jessie Hill,Financial Advisor,Edward Jones La Grange TX 657 E Travis St,buster.hill@edwardjones.com,,Salesforce
10941846,Inactive Investor,David Gulacsy,Chief Compliance Officer;Financial Advisor;President,"Sandhill Wealth Management, Inc. Winter Park FL 831 W Morse Blvd",david.gulacsy@sandhillwealth.com,,Salesforce
11063316,Inactive Investor,Julie Sagatelian,Financial Advisor,LPL Financial LLC Pasadena CA 70 S Lake Ave,julie.sagatelian@lpl.com,,Salesforce
11228591,Inactive Investor,Jennifer Nelson,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Westford MA 174 Littleton Rd,jennifer.l.nelson@chase.com,,Salesforce
10833877,Inactive Investor,Mitchell Direnzi,Senior Client Associate,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",mitch.direnzi@wellsfargoadvisors.com,,Salesforce
11128706,Inactive Investor,Robert Taylor,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",robert.g.taylor@wellsfargoadvisors.com,,Salesforce
10847987,Inactive Investor,Robert Shoemaker,Chief Compliance Officer;Owner,"Robert William Shoemaker, III",,,Salesforce
11044752,Inactive Investor,Bret Grapenthin,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,,,Salesforce
10488947,,Damion Robertson,Financial Advisor,Edward Jones Frisco TX 4645 Wyndham Ln,damion.robertson@edwardjones.com,214-407-7995,List Import
11009168,Inactive Investor,Ricardo Thompson Duchen,,"Raymond James & Associates, Inc.",ricardo.thompson-duchen@raymondjames.com,,Salesforce
10752370,Inactive Investor,James Martin,Associate Financial Advisor;Portfolio Specialist,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,jpmartin@rwbaird.com,,Salesforce
7107799,,Lan Nee,,,lannenrainers@hotmail.com,,Web Form Fillout
10967442,Inactive Investor,Josh Jacobs,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",,,Salesforce
10888315,Inactive Investor,Ryan Smith,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10932499,Inactive Investor,David Mcdonald,Financial Advisor,Edward Jones Gastonia NC 839 Majestic Ct,david.mcdonald@edwardjones.com,,Salesforce
9629794,,Goh Nishiyama,,,gnishiyama@gmail.com,,List import
10756713,Inactive Investor,Laura Fraser,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlottesville VA 650 Peter Jefferson Pkwy",laura.fraser@ml.com,,Salesforce
11023736,Inactive Investor,Francisco Garcia,,Edward Jones Beaverton OR 16100 NW Cornell Rd,,,Salesforce
11110356,Inactive Investor,Liana Triolo,,LPL Financial LLC Tarrytown NY 120 White Plains Rd,liana.triolo@lpl.com,,Salesforce
9586209,,William Mckeever,,,william.mckeever@valic.com,,List import
10647745,,Andrew Thompson,,,athompson@merceradvisors.com,,List Import
10854770,Inactive Investor,Joanne Stringer,,"Northern Trust Securities, Inc. Miami FL 600 Brickell Ave",stringer.joanne@ntrs.com,,Salesforce
11146746,Inactive Investor,Casey Boland,Owner;Partner;Vice President;Wealth Advisor,HCM Wealth Advisors,casey@hcmwealthadvisors.com,,Salesforce
10991342,Inactive Investor,Nancy Cimmino,,"Brokers International Financial Services, LLC. Farmington CT 10 Waterside Dr",ncimmino@brokersifs.com,,Salesforce
10805034,Inactive Investor,Brian Sartin,First Vice President;Retirement Consultant;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",brian_sartin@ml.com,,Salesforce
9612584,,Nathan Jacobs,,,nathan@intrinsicedge.com,,List import
10778097,Inactive Investor,Mario Marsano,,"Samuel A. Ramirez & Company, Inc. Boston MA 100 Cambridge St",mario.marsano@ramirezco.com,,Salesforce
9573638,,Steve Damato,,,stevedamato22@gmail.com,,List import
10894536,Inactive Investor,Kyle Owens,Vice President,"Stifel, Nicolaus & Company, Incorporated West Des Moines IA 595 S 60th St",,,Salesforce
11235306,Inactive Investor,Ian Hundley,Director;Wealth Management Advisor,Gryphon Financial Partners,,,Salesforce
10848851,Inactive Investor,Brett Siegfried,Vice President,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,brett.t.siegfried@jpmorgan.com,,Salesforce
11133787,Inactive Investor,Charles Shaffer,,Perella Weinberg Partners LP,cshaffer@pwpartners.com,,Salesforce
9626889,,Isabel Bryan,,,isabelbryan369@gmail.com,,List import
11030225,Inactive Investor,Daren Halvorson,,"Raymond James Financial Services, Inc. Minneapolis MN 10160 Foley Blvd NW",daren.halvorson@raymondjames.com,,Salesforce
11159642,Inactive Investor,Jason Leonard,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,jleonard@eaglestrategies.com,,Salesforce
10783806,Inactive Investor,Joseph Ficarra,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,joseph.ficarra@fidelity.com,,Salesforce
11088883,Inactive Investor,Danny Berry,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",danny.berry@prudential.com,,Salesforce
10969963,Inactive Investor,Benjamin Frodyma,,Cetera Advisor Networks LLC Lincoln NE 3600 Village Dr,,,Salesforce
10994738,Inactive Investor,Namazzi Challenger,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,namazzi.challenger@morganstanley.com,,Salesforce
9576359,,Samson daniton,,,abva40@gmail.com,,List import
11229936,Inactive Investor,David Hise,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",david.n.hise@nm.com,,Salesforce
10891622,Inactive Investor,Kevin Franklin,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10755441,Inactive Investor,Barbara Chan,,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",barbara.chan@wellsfargoadvisors.com,,Salesforce
9626688,,Taesun Yang,,,tyang@korea.ac.kr,,List import
11233568,Inactive Investor,Jasmine Davis,,LPL Financial LLC Cheverly MD Private Residence,,,Salesforce
9553479,,Matt Rado,,,mattrrado@gmail.com,,List import
10840407,Inactive Investor,Kathleen Petersen,,LPL Financial LLC Waterloo IA 242 Tower Park Dr,kathleen.petersen@lpl.com,,Salesforce
10780212,Inactive Investor,Alp Atabek,Chief Compliance Officer;Founder;Managing Partner;Principal,"AFS Financial Group, LLC",alpa@afsfinancialgroup.com,,Salesforce
10769375,Inactive Investor,Holly Zemba,,"Stifel, Nicolaus & Company, Incorporated Greensburg PA 126 Mathews St",zembah@stifel.com,,Salesforce
230510,, -,,[[Unknown]],ksassman@yahoo.com,,
10659706,,Andrew Pesko,,,andrew.pesko@nm.com,,List Import
11131279,Inactive Investor,David Dixon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",,,Salesforce
11166278,Inactive Investor,Aaron Young,Financial Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. Mineola NY 250 Old Country Rd,aaron1.young@citi.com,,Salesforce
10770458,Inactive Investor,Catherine Castaldo,,Jefferies LLC,ccastaldo@jefferies.com,,Salesforce
10800021,Inactive Investor,James Thorstad,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Crown Point IN 10550 Broadway",,,Salesforce
11045642,Inactive Investor,Allison Steele,,J.P. Morgan Securities LLC Largo FL 3945 E Bay Dr,allison.steele@jpmorgan.com,,Salesforce
10913278,Inactive Investor,John Howard,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
10820341,Inactive Investor,Joseph Curatolo,,"Osaic Wealth, Inc. Buffalo NY 5350 Main St",,,Salesforce
11069049,Inactive Investor,Mitch Turner,Financial Advisor,"Wells Fargo Clearing Services, LLC Draper UT 322 E 12300 S",mitch.turner@wellsfargo.com,,Salesforce
9563166,,Havs Vsufj,,,hsjfi@gmail.com,,List import
10894631,Inactive Investor,Angel Estrada,,"U.S. Bancorp Advisors, LLC Chula Vista CA 1343 3rd Ave",angel.estrada@unionbank.com,,Salesforce
10871378,Inactive Investor,Gary Pankratz,Financial Advisor,The Clarus Group,gary@claruswealthgroup.com,,Salesforce
11297291,,asd asd,,,asdsadsa@asd.com,,Web Form Fillout
11127026,Inactive Investor,Michelle Novak,,"M Holdings Securities, Inc.",,,Salesforce
10948540,Inactive Investor,Jonak Gonzalez,Private Client Advisor,J.P. Morgan Securities LLC Suwanee GA 1052 Peachtree Industrial Blvd,jonak.x.gonzalez@jpmorgan.com,,Salesforce
10855776,Inactive Investor,Scott Beusch,Financial Advisor,Edward Jones Kent WA 16340 SE 256th St,scott.beusch@edwardjones.com,,Salesforce
11008186,Inactive Investor,Andrew Berks,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11050500,Inactive Investor,Kelly Dirks,,PFS Investments Inc. Longmont CO 424 Kimbark St,kelly.dirks@primerica.com,,Salesforce
11260790,Inactive Investor,Ryan Tobias,,"Sanford C. Bernstein & Co., LLC Seattle WA 601 Union St",,,Salesforce
9590794,,George Weiffenbach,,,gweiffen@gmail.com,,List import
10951771,Inactive Investor,William Mazur,,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",william.mazur@equitable.com,,Salesforce
9599467,,Odette Sahakian,,,odette@investsg.com,,List Import
10860272,Inactive Investor,Tanya Cutrone,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,tanya.cutrone@ubs.com,,Salesforce
9623729,,Chris Philmon,,,chris.philmon@angeloakhomeloans.com,,List import
10842470,Inactive Investor,Angela Ward,,"Raymond James Financial Services, Inc. Marietta OH 138 Putnam St",angela.ward@raymondjames.com,,Salesforce
10760999,Inactive Investor,Diane Diaz,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",diane_diaz@ml.com,,Salesforce
11233474,Inactive Investor,Hamza Almushaiti,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9586639,,Kyoung Seob Kim,,,kimks0011@naver.com,,List import
11001043,Inactive Investor,Loren Barrett,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,lbarrett@gwnsecurities.com,,Salesforce
11172913,Inactive Investor,Briana Anderson,,Commonwealth Financial Network Westborough MA 1 Research Dr,,,Salesforce
11000201,Inactive Investor,Ryan Jenvey,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
9623083,,Michelle Croasdale,,,michelle@mylaunchcoach.com,,List import
10878205,Inactive Investor,Robert Mcdonald,,Jefferies LLC,rmcdonald@jefferies.com,,Salesforce
10843389,Inactive Investor,John Picard,Financial Advisor,"Ameriprise Financial Services, LLC North Haven CT 154 State St",john.m.picard@ampf.com,,Salesforce
10789231,Inactive Investor,John McLeod,,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",john.mcleod@wfadvisors.com,,Salesforce
11155963,Inactive Investor,Joseph Sunde,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11137904,Inactive Investor,Sarah Ruef-Lindquist,Financial Advisor,Commonwealth Financial Network Camden ME 31 Chestnut St,sruef-lindquist@commonwealth.com,,Salesforce
11138679,Inactive Investor,Letizia Centini,,LPL Financial LLC Lebanon PA 837 Quentin Rd,letizia.centini@lpl.com,,Salesforce
9611207,,James Gordon,,,jamesgordon1977@gmail.com,,List import
10959992,Inactive Investor,Craig Bowman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10996939,Inactive Investor,Jenna Hill,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jenna.hill@equitable.com,,Salesforce
11199911,Inactive Investor,Jean Joyce,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Frederick MD 30 W Patrick St,jean.m.joyce@morganstanley.com,,Salesforce
11241379,,Pavel Andreev,,,x@bank11.io,,Web Form Fillout
9589868,,Amit Pattjoshi,,,amit.pattjoshi@gmail.com,,List import
10800154,Inactive Investor,Thomas Ciulla,Regional Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,thomas.ciulla@primerica.com,,Salesforce
9641571,,Andrew Ruggiero,,,andyit28@gmail.com,,List import
10997484,Inactive Investor,Steven Morzy,Financial Advisor,Edward Jones Highland IN 2942 Hwy Ave,steven.morzy@edwardjones.com,,Salesforce
11083783,Inactive Investor,Stephen Krochmal,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",stephen.krochmal@wellsfargoadvisors.com,,Salesforce
10793053,Inactive Investor,John Lahey,,Fidelity Brokerage Services LLC,,,Salesforce
10846029,Inactive Investor,Walaiporn Adzema,,"Wells Fargo Clearing Services, LLC San Diego CA 10707 Camino Ruiz",walaiporn.adzema@wellsfargo.com,,Salesforce
11080358,Inactive Investor,Tamara Buchanan,,"Northern Trust Securities, Inc. Tucson AZ 3450 E Sunrise Dr",tamara.buchanan@northerntrust.com,,Salesforce
11046919,Inactive Investor,James Stone,Associate Representative,Thrivent Investment Management Inc. Fort Worth TX Private Residence,james.stone@thrivent.com,,Salesforce
11169441,Inactive Investor,Warren Kaplan,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",warren_kaplan@ml.com,,Salesforce
196739,,Samuel Idio,,[Unknown],kemopray@yahoo.com,,
11110242,Inactive Investor,Rachel Wells,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10801113,Inactive Investor,Barry Weinstein,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",barry.weinstein@equitable.com,,Salesforce
10851283,Inactive Investor,Michael Livingston,,LPL Financial LLC Owings Mills MD 300 Redland Ct,michael.livingston@lpl.com,,Salesforce
9645637,,Gabriel Soudry,,,gabriel.soudry@gmail.com,,List import
10820727,Inactive Investor,Sharon Hinton,Financial Professional,PlanMember Securities Corporation Texarkana TX 5403 Plaza Dr,shinton@planmembersec.com,,Salesforce
9576104,,ahmet ogur,,,ogur02@hotmail.com,,List import
11189540,Inactive Investor,Eric Brown,,"Cambridge Investment Research, Inc. Tiffin OH 732 W Market St",,,Salesforce
11153166,Inactive Investor,Robert Alderfer,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",brad.alderfer@nm.com,,Salesforce
350906,,Brian Chambers,Partner,Pamlico Capital,brian.chambers@pamlicocapital.com,704-414-7150,Manual List Upload
11165813,Inactive Investor,Cristine Brock,,"Allstate Financial Services, LLC Elkhart IN 2901 E Bristol St",cristinebrock@allstate.com,,Salesforce
11002464,Inactive Investor,Richard Elias,Product Analyst;Senior Wealth Associate,"Schechter Investment Advisors, LLC",relias@schechterwealth.com,,Salesforce
10931976,Inactive Investor,Andrew Lee,,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",andrew.lee@ampf.com,,Salesforce
11166879,Inactive Investor,Penny McMichael,,"Fifth Third Securities, Inc. Rockville IN 720 N Lincoln Rd",penny.mcmichael@53.com,,Salesforce
11141130,Inactive Investor,Andy Chen,Executive Director;Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,andy.chen@morganstanley.com,,Salesforce
10846459,Inactive Investor,Doris Lau,,Cetera Investment Services LLC Rowland Heights CA 18458 Colima Rd,doris.lau@ceterais.com,,Salesforce
10871811,Inactive Investor,Allen Pitts,,State Farm VP Management Corp. Richardson TX 1415 State St,allen.pitts.b3ts@statefarm.com,,Salesforce
10910202,Inactive Investor,Paul Carl,Client Associate;Client Service Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,,,Salesforce
112016,,April Vinciarelli,Chief Compliance Officer,"Jacobi Capital Management, LLC",apiccotti@jacobicapital.com,1-570-826-1801,Direct
11217259,,Lewis Shore,,,lshore@lincolninvestment.com,,Other
183635,,Jeffrey Kuperman,,[Unknown],jeffreykuperman@gmail.com,,
10616416,,Paul Laliberte,,,paul.laliberte@opco.com,,List Import
9630519,,JEONGDAE PARK,,,jjundae@gmail.com,,List import
11049518,Inactive Investor,Thu Dang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Dallas TX 12225 Greenville Ave",thu.dang@tfaconnect.com,,Salesforce
11122595,Inactive Investor,Steven Harris,,"Truist Investment Services, Inc. Lake Wales FL 102 E Central Ave",steven.k.harris@truist.com,,Salesforce
11169528,Inactive Investor,Stormy Mitchell,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10893330,Inactive Investor,Bradley Scott,Financial Consultant,Thrivent Investment Management Inc. Spearfish SD 110 E Grant St,brad.scott@thrivent.com,,Salesforce
9558683,,Juan Perrotta,,,alexroukmanager@gmail.com,,List import
1001553,Inactive Investor,Sean Carpenter,,Carpenter Fine Violins,scarpent13@gmail.com,,3rd Party Lead Gen
11024313,Inactive Investor,Vidal Ramirez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",vidal_ramirezii@ml.com,,Salesforce
11181263,Inactive Investor,Alicia Berry,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11175236,Inactive Investor,Albert Hsia,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1905 The Alameda",albert.c.hsia@ampf.com,,Salesforce
11056578,Inactive Investor,Kevin Scanlon,,PFS Investments Inc. Las Vegas NV 9205 W Russell Rd,kscanlon@primerica.com,,Salesforce
10810320,Inactive Investor,Jonathan Bruschi,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",jonathan.bruschi@rbc.com,,Salesforce
11004423,Inactive Investor,Jared Etkins,Financial Advisor;Wealth Management Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
11258634,,James Williams,,,ithink2@msn.com,,Web Form Fillout
10856609,Inactive Investor,Justin Stern,,"Buckman, Buckman & Reid, Inc. North Palm Beach FL 631 US HWY 1",,,Salesforce
11028910,Inactive Investor,Keren Pirela Lopez,,J.P. Morgan Securities LLC Miami FL 150 SE 2nd Ave,keren.pirela-lopez@jpmorgan.com,,Salesforce
10999871,Inactive Investor,Raul Rincon,,PFS Investments Inc. Odessa TX 2817 John Ben Shepperd Pkwy,raul.rincon@primerica.com,,Salesforce
10903279,Inactive Investor,Ross Esaki,,"Allstate Financial Services, LLC Honolulu HI 1311 Kapiolani Blvd",rossesaki@allstate.com,,Salesforce
11026687,Inactive Investor,Robert Eddy,Managing Partner;Member,SilverLake Wealth Management LLC,reddy@silverlakewealth.com,,Salesforce
248764,,Jee Hyun MOON,Head of Global Strategy Team,Mirae Asset Daewoo,jeehyun.moon@miraeasset.com,,Manual List Upload
234680,, -,,[[Unknown]],moneyplantflorida@gmail.com,,
11086879,Inactive Investor,Fariba Sutryn,,Cetera Advisor Networks LLC Mechanicsburg PA 5 Kacey Ct,sutrynf@ceteranetworks.com,,Salesforce
10936921,Inactive Investor,Timothy McLaughlin,,LPL Financial LLC West Des Moines IA 4201 Westown Pkwy,timothy.mclaughlin@lpl.com,,Salesforce
8480402,,FRANK GAG,,GR,livebizz@gmail.com,(321) 888-4441,List import
197046,,Joseph Newhart,,[Unknown],joeynewhartdriver@gmail.com,,Direct
11133397,Inactive Investor,Wyatt McCollum,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,wyatt.mccollum@fidelity.com,,Salesforce
1777602,,Gaston Albornoz,,,alzgaston@gmail.com,,
11001483,Inactive Investor,Christopher Church,,Park Avenue Securities LLC Asheville NC 14 S Pack Sq,christopher_church@glic.com,,Salesforce
11104589,Inactive Investor,Amaris Bailey,,PFS Investments Inc. Wayne PA 175 Strafford Ave,,,Salesforce
9596126,,Jason Forrester,,,jforrester@forumfin.com,,List import
10948153,Inactive Investor,Stephen Merrill,Financial Planner,"Osaic FA, Inc. Cockeysville MD 307 International Cir",stephen.merrill@lfg.com,,Salesforce
9603434,,Andrew Frank,,,22.andrew.frank@gmail.com,,List import
96954,,Steve Richter,"Principal, Investment Committee Chair",Tealwood Asset Management,srichter@tealwood.com,612-340-0181,Manual List Upload
10842508,Inactive Investor,Christopher Entwistle,,Country Capital Management Company Winnemucca NV 311 S Bridge St,christopher.entwistle@countryfinancial.com,,Salesforce
11165932,Inactive Investor,Koby Gartner,,"Osaic Wealth, Inc. Cranston RI 2000 Chapel View Blvd",,,Salesforce
10788776,Inactive Investor,Mark Sottile,Financial Advisor,"Navy Federal Investment Services, LLC Alpharetta GA 5140 Windward Pkwy",mark_sottile@navyfederal.org,,Salesforce
10872258,Inactive Investor,Sean Harvey,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",sean.harvey@equitable.com,,Salesforce
227733,, -,,[[Unknown]],hafizdherbs786@gmail.com,,Direct
11187461,Inactive Investor,John Willis,,"Grove Point Investments, LLC Daufuskie Island SC Private Residence",jwillis@hbeckinc.com,,Salesforce
248719,,Julia Charlton,Partner,Charltons,juliacharlton@gmail.com,,Manual List Upload
11018805,Inactive Investor,Amy West,Senior Vice President,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,a.west@ubs.com,,Salesforce
11188294,Inactive Investor,Garry Dippel,Financial Advisor,"Geneos Wealth Management, Inc. Providence Village TX Private Residence",,,Salesforce
9561089,,Curtis Crooker,,,curtis.crooker@messer-us.com,,List import
143266,,ST Belding,,B & Co.,stbelding@yahoo.com,9044155263,Direct
11187493,Inactive Investor,Aaron Johnson,Financial Advisor,LPL Financial LLC Corona CA 391 N Main St,aaron.n.johnson@lpl.com,,Salesforce
11172828,Inactive Investor,Joseph Besheer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,joe.besheer@fmr.com,,Salesforce
10817651,Inactive Investor,Paul Arbitman,,J.P. Morgan Securities LLC New York NY 214 Broadway,paul.d.arbitman@jpmorgan.com,,Salesforce
9632092,,clive Mcneish,,,macckie1@aol.com,,List import
11041242,Inactive Investor,Sorrell Mathes,Chairman;Regulatory Contact,"The Mathes Company, Inc. New York NY 230 Park Ave",sorrell@mathesco.com,,Salesforce
11093762,Inactive Investor,Michelle Pack,,NYLIFE Securities LLC Kingston PA 340 Market St,mpack@ft.newyorklife.com,,Salesforce
11171732,Inactive Investor,James Herzikoff,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",james.herzikoff@ampf.com,,Salesforce
10825055,Inactive Investor,Jennette Fraler,Chief Compliance Officer;Vice President,"World Investments, Inc.",jfraler@tfsweb.com,,Salesforce
11186517,Inactive Investor,Jacob Lundy,Financial Representative,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",,,Salesforce
11089699,Inactive Investor,Cynthia Menker,Financial Planner;President,Contour Financial,cindy@contourfinancial.com,,Salesforce
11015221,Inactive Investor,Luis Gonzalez,,PFS Investments Inc. Laredo TX 1401 Calle del Norte,luisgonzalez@primerica.com,,Salesforce
11054117,Inactive Investor,Scott Dickerson,,"Independent Financial Group, LLC San Diego CA 12680 High Bluff Dr",,,Salesforce
11105114,Inactive Investor,Brendan Geiger,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brendan.geiger@jpmorgan.com,,Salesforce
11004039,Inactive Investor,Anahis Guzman,,J.P. Morgan Securities LLC Union City NJ 3196 Kennedy Blvd,anahis.guzman@jpmorgan.com,,Salesforce
10761000,Inactive Investor,Michael Gorman,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",michael_j_gorman@ml.com,,Salesforce
9591708,,Jamshidbek Tursunov,,,j.tursunov2202@gmail.com,,List import
9566341,,edward Scoby,,,escoby@ironwoodfwa.com,,List import
11000182,Inactive Investor,Charlie Cho,,Santander Securities LLC Harrisburg PA 235 N 2nd St,,,Salesforce
10917158,Inactive Investor,John Lyon,,"Cambridge Investment Research, Inc. Durham NC 4614 Carlton Crossing Dr",,,Salesforce
11161347,Inactive Investor,Irene Kapusciarz,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",kapusciarz@wellsfargoadvisors.com,,Salesforce
11029373,Inactive Investor,Sylvia Gamez,,J.P. Morgan Securities LLC Los Angeles CA 1550 Westwood Blvd,,,Salesforce
11114808,Inactive Investor,Brian Jones,,"MML Investors Services, LLC Roanoke VA Private Residence",bjones67@financialguide.com,,Salesforce
10987612,Inactive Investor,Arash Mondegari,,Key Investment Services LLC Kirkland WA 332 Central Way,arash.mondegari@key.com,,Salesforce
11086255,Inactive Investor,William Degener,,"Sanctuary Securities, Inc. Moorestown NJ 224 Strawbridge Dr",wdegener@sanctuarywealth.com,,Salesforce
10886548,Inactive Investor,Adam Flaaten,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10934900,Inactive Investor,Philip Wellde,,"USI Securities, Inc.",philip_wellde@usicg.com,,Salesforce
42994,,Steven Rosauer,Financial Professional,"Voya Financial Advisors, Inc.",steve.rosauer@voyafa.com,,
10844612,Inactive Investor,Abby Dority,Client Service Associate;Investment Specialist,"Ameriprise Financial Services, LLC Wayzata MN 701 Lake St E",abbydority@ampf.com,,Salesforce
242617,,Gaius Vincent,Loon,[Unknown],gaiusvincent@googlemail.com,7950016900,Database Upload
174126,,LOUIS DUCLERT,,[Unknown],louis@locapital.com,,
10619502,,Nadim Zayed,,,dean@brookstonecm.com,,List Import
11078997,Inactive Investor,Kathleen Hosty,,LPL Financial LLC Chicago IL 200 W Adams St,kathleen.hosty@lpl.com,,Salesforce
11178829,Inactive Investor,Daniel Monks,Financial Advisor,Edward Jones Pacific MO 326 W Osage St,dan.monks@edwardjones.com,,Salesforce
9567102,,Carl Cote,,,carljcote@gmail.com,,List import
11113686,Inactive Investor,Marc Schwedelson,,"Osaic Wealth, Inc. Yorktown Heights NY Private Residence",,,Salesforce
9597331,,Mary Dougherty,,,mdougherty@oldgloryam.com,,List import
150645,,Niki Patel,,[Unknown],nikipatel52@gmail.com,,
9615709,,Roberto Hi,,,qkigtx@inboxen.co.uk,,List import
10866869,Inactive Investor,Robert Radovanic,Registered Client Service Associate,"Ameriprise Financial Services, LLC Clearwater FL 28100 US Hwy 19 N",robert.radovanic@ampf.com,,Salesforce
11125107,Inactive Investor,Timothy Otoole,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10975020,Inactive Investor,Christopher Hamilton,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,chris.hamilton.t7wf@statefarm.com,,Salesforce
11017288,Inactive Investor,Margaux Yawn,Client Associate;Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,isabelle.yawn@ubs.com,,Salesforce
11131526,Inactive Investor,Sandra Kramer,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 14274 N Northsight Blvd",sandra.l.kramer@ampf.com,,Salesforce
9560291,,Marc Schon,,,marc.schon@web.de,,List import
10804565,Inactive Investor,Robert Silva,Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley McLean VA 1650 Tysons Blvd,robert.silva@morganstanley.com,,Salesforce
10932452,Inactive Investor,Joseph Bonfanti,Investment Analyst,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",jbonfanti@htk.com,,Salesforce
10940360,Inactive Investor,Jianxiang Li,,"Transamerica Financial Advisors, Inc Brookfield WI 13400 Bishops Ln",jason.li@tfaconnect.com,,Salesforce
9595045,,William Kirk,,,w.kirk@themathergroup.com,,List import
10756400,Inactive Investor,Brian Dugan,,Deutsche Bank Securities Inc.,brian.dugan@db.com,,Salesforce
9599466,,Crey Keitzer,,,crey.keitzer@lpl.com,,List import
248294,,Danya Dumbrill Early,Chief Strategy Officer & Chief of Staff,Securitize,danya.dumbrill@securitize.io,,Manual List Upload
10763306,Inactive Investor,Brent Woods,Chief Executive Officer;Executive Director,"Brandes Investment Partners, LP",brent.woods@brandes.com,,Salesforce
11084826,Inactive Investor,David Ambartsumian,Financial Advisor,Morgan Stanley Philadelphia PA 1650 Market St,david.ambartsumian@morganstanley.com,,Salesforce
11222926,,John Bradberry,,,jbradberry@commonwealth.com,,List Import
203068,,Andreas Hadjikyrou,,[Unknown],ahadjikyrou@7qam.net,,Organic Search
198318,,James Stein,,Lee & Hayes,jdstein80@gmail.com,2027311922,Content
10812046,Inactive Investor,James Sullivan,,Oppenheimer & Co. Inc. Fort Lauderdale FL 1 Financial Plz,jim.sullivan@opco.com,,Salesforce
11059326,Inactive Investor,Hillel Moskovits,Director;Member,"Battery Global Advisors, LLC Boston MA 1 Marina Park Dr",hmoskovits@batteryglobaladvisors.com,,Salesforce
11102215,Inactive Investor,Lindsay Young,,"Osaic Wealth, Inc. Tuscaloosa AL 1215 Veterans Memorial Pkwy",,,Salesforce
10800309,Inactive Investor,Travis Sullivan,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",dan.sullivan@rbc.com,,Salesforce
9573897,,Michael Sherman,,,michael.sherman@point72.com,,List import
11078022,Inactive Investor,Emily Pierre,Financial Advisor,Edward Jones Maple Valley WA Private Residence,emily.pierre@edwardjones.com,,Salesforce
11169921,Inactive Investor,Dale Bourne,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Lawrence KS 4910 Corporate Centre Dr",bourned@stifel.com,,Salesforce
10814082,Inactive Investor,Brent Muller,,"Wealth Enhancement Brokerage Services, LLC",bmuller@wealthenhancement.com,,Salesforce
10615414,,Lauren De Simone,"Executive Director, Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager",,lauren.e.desimone@morganstanley.com,,List Import
11221646,,Donna Gebhart,,,donna@gebhartandassoc.com,,List Import
10849956,Inactive Investor,Robert Plue,Financial Advisor,Edward Jones Greensburg IN 905 W Keegans Way,rob.plue@edwardjones.com,,Salesforce
10835518,Inactive Investor,Marshall Johnson,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Appleton WI 4321 W College Ave",marshall.johnson@ampf.com,,Salesforce
11100116,Inactive Investor,Robert Richardson,Financial Advisor;First Vice President,Morgan Stanley Spartanburg SC 320 E Main St,robert.p.richardson@morganstanley.com,,Salesforce
10611795,,Donald Freeman,Investment Advisor Representative,,trippfree@yahoo.com,,List Import
10971750,Inactive Investor,Aaron Lamb,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10793908,Inactive Investor,Christopher Furrule,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",cfurrule@financialguide.com,,Salesforce
10826695,Inactive Investor,Leo Bazile,,"Avantax Investment Services, Inc. New York NY Private Residence",,,Salesforce
9575102,,gajanan nayak,,,ganayak@protonmail.com,,List import
10974738,Inactive Investor,James De Tar,Chief Compliance Officer;Owner,Heritage Retirement Services,,,Salesforce
10786450,Inactive Investor,Benjamin DeMoux,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,benjamin.demoux@fidelity.com,,Salesforce
343214,,Junjie Watkins,Director,Pictet Asset Management (singapore) Pte Ltd,jwatkins@pictet.com, -62393,Manual List Upload
10784626,Inactive Investor,Sean Mullane,Senior Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",mullane.sean@principal.com,,Salesforce
10991028,Inactive Investor,Christina Hawkins,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,cyhawkins@ft.newyorklife.com,,Salesforce
10606258,,Terence Brady,"Branch Manager, Financial Advisor, Registered Principal",LPL Financial LLC,terence.brady@lpl.com,201-996-0316,List Import
11010405,Inactive Investor,Chandler Ingle,,"Concourse Financial Group Securities, Inc. Plain City OH 213 S Chillicothe St",chandler.ingle@concoursefinancial.com,,Salesforce
9550307,,Kevin Reynolds,,,kreynolds@gwnsecurities.com,,List import
10914087,Inactive Investor,John Hannum,Financial Advisor,Edward Jones Gallatin TN 210 Baber Park Pvt Dr W,john.hannum@edwardjones.com,,Salesforce
11154676,Inactive Investor,Addison Dishman,,"Raymond James Financial Services, Inc. Sandy UT 126 W Sego Lily Dr",addison.dishman@raymondjames.com,,Salesforce
11050811,Inactive Investor,Matthew Thiessen,,"Wells Fargo Advisors Financial Network, LLC Wichita KS 8301 E 21st St N",,,Salesforce
10939406,Inactive Investor,Scott Enoch,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
9591149,,Garfield Grant,,,ggrant876@icloud.com,,List import
10825414,Inactive Investor,Troy Caffey,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Webster TX 711 W Bay Area Blvd",troy.e.caffey@ampf.com,,Salesforce
11229549,Inactive Investor,Justin Weiss,,"Northwestern Mutual Investment Services, LLC Chicago IL 224 N Desplaines St",justin.weiss@nm.com,,Salesforce
10613913,,Joseph Ghodsi,"Financial Advisor, Vice President",,joseph.ghodsi@wellsfargoadvisors.com,,List Import
10964539,Inactive Investor,Andrea Herr-Turoff,,"Grove Point Investments, LLC Lancaster PA 515 W Walnut St",,,Salesforce
10985250,Inactive Investor,Emilee Edie,,J.P. Morgan Securities LLC Lacey WA 808 Sleater Kinney Rd SE,emilee.edie@jpmorgan.com,,Salesforce
11007105,Inactive Investor,Alvariana Gonzalez,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",alvariana.gonzalez@equitable.com,,Salesforce
11057274,Inactive Investor,Edward Espinal,,Santander Securities LLC Garwood NJ 358 North Ave,edward.espinal@santander.us,,Salesforce
9565560,,Richard Phelan,,,richard.phelan@lfg.com,,List import
11150366,Inactive Investor,Eric Ross,,LPL Financial LLC Long Beach CA 3711 Long Beach Blvd,eric.ross@lpl.com,,Salesforce
10975269,Inactive Investor,Brianne Schmoock,,J.P. Morgan Securities LLC Windsor CO 1595 Main St,brianne.schmoock@jpmorgan.com,,Salesforce
9646339,,bud Akers,,,ocakers@hotmail.com,,List import
10813385,Inactive Investor,Julie Sterling,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Ridgefield CT 108 Danbury Rd,julie.sterling@jpmorgan.com,,Salesforce
10885519,Inactive Investor,Tyler Old,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,tyler.r.old@jpmorgan.com,,Salesforce
10760616,Inactive Investor,Joanne Wang,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",zhe.wang@schwab.com,,Salesforce
11111907,Inactive Investor,Shanice Pegues,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shanice.pegues@tiaa.org,,Salesforce
9619498,,anna kogan,,,dutchrussian@gmail.com,,List import
10817898,Inactive Investor,Caralyn Balthrop,,"First Horizon Advisors, Inc. Chattanooga TN 2034 Hamilton Place Blvd",cvbalthrop@ftbadvisors.com,,Salesforce
10970474,Inactive Investor,Michael Brody,,"Arete Wealth Management, LLC",michael.brody@aretewealth.com,,Salesforce
11032544,Inactive Investor,James Benke,,"Wells Fargo Clearing Services, LLC Brentwood CA 1115 2nd St",james.benke@wellsfargoadvisors.com,,Salesforce
10897445,Inactive Investor,Sarah Deskovich,Client Service Associate,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,sarah.deskovich@lpl.com,,Salesforce
10658234,,Lisa Siradas,,,lisa.siradas@ubs.com,,List Import
11157444,Inactive Investor,Jeffrey Phipps,Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",jeffrey_phippssr@ml.com,,Salesforce
10682063,,David Rosenblum,,,david@prophetcapital.net,,Web form fillout
10962235,Inactive Investor,Sarah Caywood,,Jefferies LLC,,,Salesforce
11235569,Inactive Investor,Elena Gorskaya,Senior Research Analyst,Advisor Partners,egorskaya@advisorpartners.com,,Salesforce
10828716,Inactive Investor,Ryan Skogstad,Investment Advisor;Member;Owner;Senior Financial Advisor,"Capstone Wealth Advisors, LLC",ryan@capstonewealthadvisors.com,,Salesforce
11108738,Inactive Investor,Peter Evans,Wealth Advisor,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,peter.evans@lpl.com,,Salesforce
10997592,Inactive Investor,Alec Hoag,,"Osaic FA, Inc. El Segundo CA 100 N Pacific Coast Hwy",alec.hoag@lfg.com,,Salesforce
10802111,Inactive Investor,Mark Lehoullier,,"Raymond James Financial Services, Inc. Franklin MA 443 E Central St",mark.lehoullier@raymondjames.com,,Salesforce
9627453,,filipe niklewski,,,fnik@uol.com.br,,List import
11115668,Inactive Investor,Chance Meeks,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,chance.meeks@fidelity.com,,Salesforce
11036449,Inactive Investor,Dominic Taylor,,"Allstate Financial Services, LLC Webster TX 149 Magellan Cir",dominictaylor@allstate.com,,Salesforce
11207023,Inactive Investor,Andrew Black,,"Charles Schwab & Co., Inc. Portsmouth NH 117 Bow St",,,Salesforce
11100500,Inactive Investor,Eli Hackel,Principal;Senior Vice President;Vice President,"CT Capital, LLC Closter NJ 29 Rutgers St",elihackel@ctcapllc.com,,Salesforce
11192626,Inactive Investor,Birgit Bertram,Co-Founder;Managing Member,Bertram Solutions LLC,birgit@bertram.solutions,,Salesforce
9607656,,David Wartenburg,,,dlwartenburg@gmail.com,,List import
10888790,Inactive Investor,Scott Davis,,"LaSalle St Securities, L.L.C. Rochester MN 975 34th Ave NW",sdavis@lasallest.com,,Salesforce
11034128,Inactive Investor,Anastacio Gamino,Financial Advisor;Vice President,Wintrust Investments LLC Naperville IL 555 Fort Hill Dr,agamino@wintrustwealth.com,,Salesforce
11086390,Inactive Investor,Spencer Shores,,Goldman Sachs & Co.,,,Salesforce
9574945,,Adam Setiyawan,,,adamwahyudi@gmail.com,,List import
11220177,,Bradley Asness,,,brad.asness@aqr.com,,Other
10987464,Inactive Investor,Matthew Koski,,Cetera Advisor Networks LLC Wayzata MN 120 Broadway Ave S,,,Salesforce
11222454,,Glenn Aldridge,,,glenn.aldridge@empower.com,,List Import
9621308,,stanley wasiel jr,,,swasiel@hotmail.com,,List import
10903035,Inactive Investor,Milagros Perez Leal,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
341427,,Francis Poljevka,Chief Financial Officer,Star Asia Management,fpoljevka@starasiamanagement.com,856-281-1801,Manual List Upload
9548369,,Richard Norkun,,,rnorkun@royalaa.com,,List import
11232116,Inactive Investor,Brian Bourdon,,"Wells Fargo Clearing Services, LLC Reston VA 1498 Northpoint Village Ctr",brian.bourdon@wellsfargo.com,,Salesforce
9622422,,Mustafa Manawar,,,mustafamanawar72@gmail.com,,List import
10776857,Inactive Investor,Evan Deoul,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
219558,,cp chuah,,[Unknown],cpchuah@yahoo.com,,
10662103,,Matthew Guttosch,,,mguttosch@dearpart.com,,List Import
11053513,Inactive Investor,Abbas Zuaiter,Chairman;Chief Investment Officer;Regulatory Contact,33 Capital Management LLC,abbas.zuaiter@33capitalmanagement.com,,Salesforce
233746,, -,,[[Unknown]],tamo2chi@hotmail.co.jp,,
10934757,Inactive Investor,Karl Shepherd,,PFS Investments Inc. Houston TX 16225 Park 10 Pl,kshepherd@primerica.com,,Salesforce
333602,,Jennifer Baick,,Mercer Global Advisors Inc.,jbaick@merceradvisors.com,(206) 398-1100,
11084423,Inactive Investor,Todd Kirsch,,"Marshall Investment Management, LLC Littleton CO 8191 Southpark Ln",todd@investwithmarshall.com,,Salesforce
9598316,,Richard Juarbe,,,rjuarbe@stratoswealthpartners.com,,List import
11031675,Inactive Investor,Brian Fry,Chief Compliance Officer;Financial Planner;Founder,Safe Landing Financial,,,Salesforce
10800769,Inactive Investor,James Boullion,Senior Vice President - Wealth Management,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,jim.boullion@ubs.com,,Salesforce
10908867,Inactive Investor,Samuel Aldrich,Financial Advisor,LPL Financial LLC Seattle WA 1530 Westlake Ave N,samuel.aldrich@lpl.com,,Salesforce
9588680,,Dario Nava,,,darionxp2@gmail.com,,List import
9546343,,Glenn Perry,,,glennperry36@gmail.com,,List import
9588036,,William Enszer,,,wenszer@salientpartners.com,,List import
9555616,,Julie Moran,,,sjmstandish611@gmail.com,,List import
11153204,Inactive Investor,Erik Prestwich,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",erik.prestwich@tfaconnect.com,,Salesforce
10612339,,James Gammero,Financial Advisor,,james.gammero@prudential.com,,List Import
10872976,Inactive Investor,Allan Malina,Chief Compliance Officer;Chief Executive Officer;Elected Manager;Member;President,Servus Capital Management,,,Salesforce
9636645,,Susan Lehnerd,,,susan@mallardadvisors.com,,List import
11114069,Inactive Investor,Patrick Hart,,"Cambridge Investment Research, Inc. Jacksonville FL 4776 Hodges Blvd",,,Salesforce
9603999,,VIKRAM PANJWANI,,,vikram.m.panjwani@pwc.com,,List import
10818613,Inactive Investor,David Mcmanus,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Highland Capital Advisors, LLC",,,Salesforce
10864951,Inactive Investor,Arlis Reuter,Managing Partner;Regulatory Contact,"Prospera Private Wealth, LLC",kyle@reuterjameswealth.com,,Salesforce
10841927,Inactive Investor,Craig Wassenaar,,"Cambridge Investment Research, Inc. Pella IA 833 Broadway St",,,Salesforce
235826,, -,,[[Unknown]],normandvachon531@gmail.com,,Paid Search
10945514,Inactive Investor,Michael Mazza,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tucson AZ 6401 N Campbell Ave",,,Salesforce
11189905,Inactive Investor,Mary Kelleher,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10948130,Inactive Investor,Shavkat Safaev,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",shavkat.safaev@ml.com,,Salesforce
9579438,,Christopher Somers,,,christopher.somers@valic.com,,List import
11045520,Inactive Investor,Christopher Buckley,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Black Diamond Wealth Management, LLC",chris.buckley@blackdiamondwm.com,,Salesforce
10818138,Inactive Investor,Travis Mullenix,Financial Advisor,Edward Jones Grand Junction CO 1114 N 1st St,travis.mullenix@edwardjones.com,,Salesforce
10619081,,Kyle Cavanaugh,,,kyle.cavanaugh@morganstanley.com,,List Import
10760864,Inactive Investor,Tamara Spates,Senior Client Service Associate,Morgan Stanley Palm Desert CA 74199 El Paseo,,,Salesforce
10856811,Inactive Investor,Edward Leranth,,Robert W. Baird & Co. Incorporated,eleranth@rwbaird.com,,Salesforce
9557637,,sdaf sdf,,,tommyoslo@hotmail.com,,List import
10953831,Inactive Investor,Ruth Easterling,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10894633,Inactive Investor,Nicholas Allen,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,nicholas.allen@fidelity.com,,Salesforce
10908226,Inactive Investor,Steven Lewis,,"Hornor, Townsend & Kent, LLC Millersville PA 244 Manor Ave",slewis@htk.com,,Salesforce
10398449,,Darryl Barnes,,,darryltbarnes@gmail.com,,Web Form Fillout
9621928,,Vimal Shahah,,,vimshah@gmail.com,,List import
10823921,Inactive Investor,James Krebec,Chief Compliance Officer;Managing Member,"CIC Investment Consultants, LLC Willowbrook IL 7420 S County Line Rd",,,Salesforce
9583263,,Steven Seline,,,sseline@walnutprep.com,,List import
10870933,Inactive Investor,Michael Kasch,,NYLIFE Securities LLC Syracuse NY 5788 Widewaters Pkwy,mkasch@ft.newyorklife.com,,Salesforce
10762832,Inactive Investor,Floyd Shilanski,Founder;President,"Shilanski & Associates, Inc.",floyd@shilanski.com,,Salesforce
11197185,Inactive Investor,Joseph Kula,,Cetera Financial Specialists LLC Springfield IL 3201 S Meadowbrook Rd,joseph.kula@ceterafs.com,,Salesforce
10801938,Inactive Investor,Jeffrey Peyser,Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,jeffrey.peyser@morganstanley.com,,Salesforce
68665,,Darby Dickenson,"Senior Financial Advisor, Vice President","First Horizon Advisors, Inc.",dwdickenson@ftbadvisors.com,423-461-1211,
10970074,Inactive Investor,Cristom Payagen,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cristom_payagen@vanguard.com,,Salesforce
11049120,Inactive Investor,Michael Risko,Financial Consultant,"Osaic Institutions, Inc. Hyde Park NY 4269 Albany Post Rd",mrisko@infinexgroup.com,,Salesforce
11228530,Inactive Investor,Sherif Elmaraksh,,J.P. Morgan Securities LLC Westlake OH 30090 Detroit Rd,,,Salesforce
11238710,Inactive Investor,Nathaniel Jarvis,,Jarvis Financial,nathaniel@jarvisfinancial.com,,Salesforce
11230599,Inactive Investor,Tonya Jackson,,"Pruco Securities, LLC. Newark NJ 213 Washington St",t.jackson@prudential.com,,Salesforce
11043536,Inactive Investor,Kunyu Zhou,,"Globalink Securities, Inc. Fremont CA 3340 Walnut Ave",kunyu.zhou@globalinkusa.com,,Salesforce
11041463,Inactive Investor,Marie Jean Paul Edme,,PFS Investments Inc. Orlando FL 5401 S Kirkman Rd,mjean-paul-edme@primerica.com,,Salesforce
11010653,Inactive Investor,Keri Aversa,,Citigroup Global Markets Inc.,keri.aversa@citigroup.com,,Salesforce
10991110,Inactive Investor,Jason McWilliams,Chief Compliance Officer;Financial Advisor;Founder,"JRM Tax & Wealth Management, LLC",jmcwilliams@jrmtaxwm.com,,Salesforce
11255340,Inactive Investor,Jacob Rothenberg,Client Relationship Specialist;Financial Professional,"Oliver LaGore VanValin Investment Group, Inc. Frisco TX 6898 Lebanon Rd",jrothenberg@olvinvest.com,,Salesforce
11155991,Inactive Investor,Du Nguyen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",du.nguyen@schwab.com,,Salesforce
10887886,Inactive Investor,John Battista,Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",john.battista@citizenssecurities.com,,Salesforce
11208972,Inactive Investor,Owen Stewart,Chief Compliance Officer;President,"Macro Wealth Advisors, Inc.",ostewart@macro-wealthadvisors.com,,Salesforce
10955403,Inactive Investor,Jake Huey,,Vanguard Marketing Corporation,jake_huey@vanguard.com,,Salesforce
9628258,,Stephen Murdock,,,smurdock99@yahoo.com,,List import
10822203,Inactive Investor,Curt Beyer,Financial Advisor,LPL Financial LLC Escondido CA 500 La Terraza Blvd,curt.beyer@lpl.com,,Salesforce
9556591,,Zafar ul Hassan,,,zafar.hassan@gmail.com,,List import
10489261,,Vincent Wallace,Financial Advisor,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",va_wallace@hotmail.com,,List Import
10766290,Inactive Investor,Michael Tramontelli,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",michael.tramontelli@wellsfargoadvisors.com,,Salesforce
9571682,,Gregorywalling Walling,,,cwalling7@comcast.net,,List import
10816880,Inactive Investor,Christine Satterfield,Managing Director,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",christine.satterfield@raymondjames.com,,Salesforce
11014756,Inactive Investor,Ariana Rodriguez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
337346,,Darius Kingsley,Head of Business Practices,JPMorgan Chase,darus.kingsley@jpmorgan.com,,Content
10850284,Inactive Investor,Douglas Manges,,PFS Investments Inc. Cranberry Township PA 319 Thomson Park Dr,d.manges.ty477@primerica.com,,Salesforce
10997278,Inactive Investor,William O'Brien,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",william.o-brien@prudential.com,,Salesforce
11175527,Inactive Investor,Chris Harrell,Manager;Principal,"Oak Harbor Wealth Partners, LLC",charrell@oh-wp.com,,Salesforce
11238310,Inactive Investor,Todd Norris,,Glass Jacobson Wealth Advisors,todd.norris@glassjacobson.com,,Salesforce
10939819,Inactive Investor,Charles Williams,,PFS Investments Inc. Henrico VA 4883 Finlay St,charles.williams@primerica.com,,Salesforce
9613717,,William Hoffman,,,billh@apollo.aero,,List import
10911469,Inactive Investor,Tye Amendt,,"Osaic Wealth, Inc. Limon CO 168 East Ave",,,Salesforce
9646751,,Nigel Johnson,,,nigel@brisbaneabrasiveblasting.com.au,,List import
11012093,Inactive Investor,Darrell Runyon,Financial Professional,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",shane.runyon@equitable.com,,Salesforce
9578380,,Ryan Brandon,,,rbrandon01@ft.newyorklife.com,,List import
11174744,Inactive Investor,Lawrence De Cicco,Financial Advisor,Edward Jones Evergreen CO 32156 Castle Ct,larry.decicco@edwardjones.com,,Salesforce
10972668,Inactive Investor,Evelina Springer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
157424,,Richard Eagles,,[Unknown],richard.eagles@gmail.com,,
9617799,,Jack Sanford,,,jsanford@citadel.com,,List import
11161428,Inactive Investor,Alex Love,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,alex.love@fidelity.com,,Salesforce
11013925,Inactive Investor,John Casillas,,J.P. Morgan Securities LLC Conroe TX 347 S Loop 336 W,,,Salesforce
93605,,RAYMOND BODNAR,,Delta Airlines,rwbodnar@aol.com,6127439811,
11124670,Inactive Investor,Stephen Marcopulos,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1075 Peachtree St NE",stephen.marcopulos@schwab.com,,Salesforce
9567826,,Andrey -,,,gomelpribory@gmail.com,,List import
68032,,federico kenner,,Argentina,federicokenner16@outlook.com,,
9561797,,Eric Merrifield,,,eric.merrifield@fidelity.com,,List import
11186917,Inactive Investor,William Bingham,,"Silver Oak Securities, Incorporated Kingsport TN 1402 E Center St",,,Salesforce
10891770,Inactive Investor,Emilio Amata,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",paul.amata@nm.com,,Salesforce
10919134,Inactive Investor,Jeremy Vento,,"American Portfolios Financial Services, Inc. Pittsburgh PA 136 3 Degree Rd",jvento@americanportfolios.com,,Salesforce
10906860,Inactive Investor,Matthew Daugavietis,Wealth Advisor,"Inspire Advisors, LLC Vacaville CA 201 E Monte Vista Ave",matthew.daugavietis@inspireadvisors.com,,Salesforce
11060187,Inactive Investor,Michael Kelly,Partner;Private Wealth Advisor,"Procyon Advisors, LLC Virginia Beach VA Private Residence",mkelly@procyonpartners.net,,Salesforce
10947668,Inactive Investor,Tyson Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11012267,Inactive Investor,Samantha Duffy,Financial Advisor,"Osaic Wealth, Inc. Pittsburgh PA 500 McKnight Park Dr",,,Salesforce
11140096,Inactive Investor,Hillary Caldwell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",hillary.caldwell@ml.com,,Salesforce
10918726,Inactive Investor,Polly Stoecklein,,"Vanderbilt Securities, LLC Manhattan KS 218 S 4th St",pstoecklein@vanderbiltsecurities.com,,Salesforce
10945607,Inactive Investor,Emily Puebla,,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,emily.puebla@jpmorgan.com,,Salesforce
11035647,Inactive Investor,Melissa Hillebrand,Senior Client Service Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,melissa.hillebrand@ubs.com,,Salesforce
4783176,,Johan Mayorga,,,johanmayorga1789@gmail.com,,Web Form Fillout
10940497,Inactive Investor,Jose Zapata,Investment Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
201531,,Jacob Abikzer,,[Unknown],jacobabikzer@mac.com,,
9618183,,Aaron Rickles,,,arickles@hudsonbaycapital.com,,List import
9623512,,Eleanor Haas,,,eleanor@thecalyxgroup.com,,List import
11067711,Inactive Investor,Brian O'Keefe,,State Farm VP Management Corp. Huntington NY 18 W Carver St,brian.okeefe.mdfn@statefarm.com,,Salesforce
11147152,Inactive Investor,Veronica Favero,,"Horace Mann Investors, Inc. Martinsville VA 407 E Church St",,,Salesforce
11220522,,Scott Perry,,,scott.perry@empower.com,,Other
10859590,Inactive Investor,Cynthia Lowenstein,Premier Banker,"Wells Fargo Clearing Services, LLC Edmonds WA 9727 Edmonds Way",,,Salesforce
10949610,Inactive Investor,Benjamin Vogler,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,benjamin.vogler@fidelity.com,,Salesforce
10754318,Inactive Investor,Michael Fleming,Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,michael.fleming@morganstanley.com,,Salesforce
10850010,Inactive Investor,David Ruths,,"Investment Planners, Inc. Chicago IL 736 N Hudson Ave",druths@investment-planners.com,,Salesforce
9571322,,Nancy Havens-Hasty,,,nhavens@havenspartners.com,,List import
11027356,Inactive Investor,Julie Schadt,,"Ameritas Investment Company, LLC",julie.schadt@ameritas.com,,Salesforce
9587496,,John Gallagher,,,john@gallaghercapitaladvisors.com,,List import
11152766,Inactive Investor,James Winner,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Bel Air MD 116 S Hays St,jwinner@janney.com,,Salesforce
10647981,,Wayne Watts,,,wayne.watts@fmr.com,,List Import
11209115,Inactive Investor,Mark Lemmond,Member;Owner,"Mark R. Lemmond CPA, PLLC",,,Salesforce
10644804,,Craig Voelker,,,craig.voelker@blackrock.com,,List Import
11089359,Inactive Investor,John Russo,Private Client Banker,J.P. Morgan Securities LLC Rye NY 73 Purchase St,john.x.russo@chase.com,,Salesforce
11048311,Inactive Investor,William Bee,,NYLIFE Securities LLC Huntsville AL 720 Gallatin St SW,williambee@ft.newyorklife.com,,Salesforce
9560264,,CHARLES DJOHNS,,,cdjohns1954@gmail.com,,List import
11183584,Inactive Investor,James Tucker,,"Allstate Financial Services, LLC Cranston RI 1249 Oaklawn Ave",jamestucker@allstate.com,,Salesforce
10957753,Inactive Investor,Ann Hoffman,,PFS Investments Inc. Houston TX 5225 Katy Fwy,ann.hoffman@primerica.com,,Salesforce
10846066,Inactive Investor,Crystal Gomez,,"Wells Fargo Clearing Services, LLC Pleasanton CA 4767 Hopyard Rd",crystal.gomez@wellsfargoadvisors.com,,Salesforce
9633494,,Ricardo Toledo Piza,,,ricardo@rrwealthadvisors.com,,List import
10936674,Inactive Investor,Lucas Itzen,Client Associate,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",lucas.itzen@rbc.com,,Salesforce
150281,,Marcus Dorsey,,[Unknown],15mwd1@queensu.ca,,Webinar
10978224,Inactive Investor,Israel Hernandez,Chief Executive Officer;Regulatory Contact,Dinerazo Inc.,israel@dinerazo.com,,Salesforce
11187460,Inactive Investor,Kevin Bultman,,"Grove Point Investments, LLC Lutherville Timonium MD 1301 York Rd",kbultman@hbeckinc.com,,Salesforce
11138506,Inactive Investor,Robert Eberhardt,Wealth Advisor,Commonwealth Financial Network Glastonbury CT 200 Glastonbury Blvd,reberhardt@commonwealth.com,,Salesforce
10646566,,Warren Prentice,,,warren.prentice@lplfinancial.com,,List Import
10920406,Inactive Investor,Yiqing Sobon,Financial Advisor,Edward Jones Folsom CA 2360 E Bidwell St,linda.sobon@edwardjones.com,,Salesforce
11148372,Inactive Investor,Jeffrey Miles,,"Avantax Investment Services, Inc. Sikeston MO 205 W Malone Ave",,,Salesforce
10753239,Inactive Investor,Elvis Parkes,,Reid & Rudiger LLC New York NY 55 Broad St,,,Salesforce
10808824,Inactive Investor,Pamela Ostrander,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10819024,Inactive Investor,Peter Valade,,J.P. Morgan Securities LLC Fairport NY 2159 9 Mile Point Rd,peter.valade@jpmorgan.com,,Salesforce
10848230,Inactive Investor,Chad Balhoff,Investment Executive,"Fifth Third Securities, Inc. Findlay OH 1735 Tiffin Ave",chad.balhoff@53.com,,Salesforce
372395,,Steve Gonzales,,[Unknown],steveg@tagcompanies.com,281-378-5108,Salesforce
10760033,Inactive Investor,Anne Johnson,,Cetera Advisor Networks LLC Lincoln NE 5930 S 58th St,johnson.anne@ceteranetworks.com,,Salesforce
11173366,Inactive Investor,George Bierman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",george_bierman@ml.com,,Salesforce
11218548,,Alexander Silverman,,,alexander.silverman@opco.com,,List Import
10618788,,John Seaman,,,john.p.seaman@morganstanley.com,,List Import
10619489,,Conor Smith,,,conor.smith@morganstanley.com,,List Import
10817232,Inactive Investor,Thomas McCrory,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Baltimore MD 1201 Wills St",tom.mccrory@rbc.com,,Salesforce
240414,,paul House,,[Unknown],paulhouse417@yahoo.com,,Direct
9623576,,KENT MIKKELSEN,,,kmikkppp@gmail.com,,List import
9603219,,Ryan Chambers,,,jrc@hamiltoncapital.com,,List import
11047539,Inactive Investor,Lester Jones,,"Osaic Wealth, Inc. Huntsville AL 515 Sparkman Dr NW",,,Salesforce
10895474,Inactive Investor,Theodore Agrillo,,The Pinnacle Financial Group Bethpage NY 535 Stewart Ave,,,Salesforce
11143782,Inactive Investor,Christian Luke Fermin,,Purshe Kaplan Sterling Investments Cerritos CA 17215 Studebaker Rd,cfermin@pksinvest.com,,Salesforce
10967777,Inactive Investor,Jeremy Holm,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Fargo ND 4330 13th Ave S,jeremy.holm@jpmorgan.com,,Salesforce
9588237,,Michael Kuznicki,,,mkuznicki@ridgebackcm.com,,List import
11062843,Inactive Investor,Lanta Evans,,"Raymond James Financial Services, Inc. Beltsville MD 4061 Powder Mill Rd",lanta.evans@raymondjames.com,,Salesforce
10937116,Inactive Investor,Ronald Dunk,,"Osaic Wealth, Inc. Akron OH 843 N Cleveland Massillon Rd",,,Salesforce
11163024,Inactive Investor,Marcus Blanchard,Chief Compliance Officer;Owner,"Focal Point Financial Planning, LLC",,,Salesforce
11108868,Inactive Investor,V Traphagen,Chief Compliance Officer;Member,Traphagen Financial Group,peterjr@tfgllc.com,,Salesforce
11222677,,Dustin McCarty,,,dmccarty@wasatchadvisors.com,,List Import
346892,,Dave Arciero,,Valtinson Bruner Financial Planning,david@valtinsonfinancial.com,651-628-9832,Manual List Upload
223440,,Roopinder Singh,Sr Manager-Procurement,Worley,roopi30@gmail.com,,
11109039,Inactive Investor,Howard Dagley,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,howard.dagley@primerica.com,,Salesforce
347594,,Viktoria Kamin,"Vice President, Principal",Financial Asset Management Corp,vkamin@famcorporation.com,914-238-8900,Manual List Upload
10878674,Inactive Investor,Evan Rodegher,Client Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10942916,Inactive Investor,Howard Simpkins,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,howard.simpkins@primerica.com,,Salesforce
10836436,Inactive Investor,Jason Sims,Financial Advisor,Edward Jones Broken Arrow OK 3302 W Lansing St,jason.sims@edwardjones.com,,Salesforce
11206320,Inactive Investor,Kurt Kleinle,Private Client Advisor,J.P. Morgan Securities LLC Chester NJ 444 Main St,kurt.kleinle@jpmorgan.com,,Salesforce
10963603,Inactive Investor,Alex Riebsomer,,Edward Jones Connersville IN 114 W 5th St,alex.riebsomer@edwardjones.com,,Salesforce
10972372,Inactive Investor,Patricia House,,J.P. Morgan Securities LLC Greenville NC 314 E 10th St,patricia.house@chase.com,,Salesforce
11209618,Inactive Investor,Julia Effinger,,Edward Jones,julia.nichols@edwardjones.com,,Salesforce
10984877,Inactive Investor,Brandon Colley,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,brandon.colley@fidelity.com,,Salesforce
9588182,,Tito Listo,,,tito@argeniss.com,,List import
9564083,,Michael Darvish,,,mdarvish@spartancapital.com,,List import
11181630,Inactive Investor,Christiana Worthams,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,cworthams@primerica.com,,Salesforce
11058770,Inactive Investor,Kourtney Clarke,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9586790,,Timothy Atkinson,,,tatkinson@excompam.com,,List import
9578906,,Cory Clair,,,cclair@massmutual.com,,List import
9542720,,alexis M,,,appletreeonlinemoney@gmail.com,,List import
9618006,,Christopher Hawkins,,,christopher.hawkins@citadel.com,,List import
11000876,Inactive Investor,Mariely Matilde,,J.P. Morgan Securities LLC Hamden CT 2165 Dixwell Ave,mariely.matilde@jpmorgan.com,,Salesforce
11195233,Inactive Investor,Garry Kohn,,L.M. Kohn & Company West Chester OH 9078 Union Centre Blvd,,,Salesforce
11122545,Inactive Investor,Joshua Bergsma,Wealth Advisor,"Advisory Alpha, LLC",,,Salesforce
10953847,Inactive Investor,William Lewis,Financial Advisor,Edward Jones Puyallup WA 10407 8th St E,,,Salesforce
9610376,,Bert Jarv,,,lakeinvestmentsprime@gmail.com,,List import
9633905,,Eddy Po,,,abc@hotmail.com,,List import
10859393,Inactive Investor,Paul Holm,,"Avantax Investment Services, Inc. Victoria TX 120 S Main St",,,Salesforce
10917240,Inactive Investor,Edward Corcoran,,"Allstate Financial Services, LLC Kenner LA 3701 Williams Blvd",edwardcorcoran@allstate.com,,Salesforce
9576589,,Ryan Hamlin,,,ryan@placefull.com,,List import
11173453,Inactive Investor,Rudyard Arias,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
11049868,Inactive Investor,Wanza Tolliver,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10761359,Inactive Investor,Edmund Agresta,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,edmund.agresta@morganstanley.com,,Salesforce
10798996,Inactive Investor,Dennis Ferreri,,"U.S. Sterling Securities, Inc.",,,Salesforce
10943918,Inactive Investor,Edward Rodden,Chief Compliance Officer;Managing Member,"Disciplined Growth Capital, LLC",,,Salesforce
11106116,Inactive Investor,John McKissick,Associate;Wealth Manager,United Capital Financial Advisors Elkhart IN 300 Nibco Pkwy,jack.mckissick@gs.com,,Salesforce
10759750,Inactive Investor,Grace Watanabe,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",grace_watanabe@ml.com,,Salesforce
9608118,,Thong Truong,,,minhthong095@gmail.com,,List import
10807555,Inactive Investor,Keith Kepley,Executive Director;Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,keith.kepley@morganstanley.com,,Salesforce
3979360,,Michael Gardner,,,pepimike58@gmail.com,,Web Form Fillout
10944730,Inactive Investor,Marcus Hayden,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",marcus.hayden@ml.com,,Salesforce
11268481,,[Unknown],,,smcintosh@lvwm.com,,Web Form Fillout
10821740,Inactive Investor,Prashant Sabapathi,Chief Compliance Officer;Investment Advisor;Vice President,"Elite Income Advisors, Inc.",,,Salesforce
9602664,,Cra Yon,,,crayon@mail.com,,List import
347617,,Sheree Bollinger,"Human Resources Director, Shareholder",First Kentucky Securities Corp,bollingers@firstky.com,502-893-7288,Manual List Upload
213265,,DILIP SANKLECHA,,[Unknown],jndilip@gmail.com,,
10895646,Inactive Investor,William Anderson,,Huntleigh Securities Corporation Chesterfield MO 15400 S Outer 40 Rd,banderson@hntlgh.com,,Salesforce
11003832,Inactive Investor,Carson Spiegelberg,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",carson.spiegelberg@equitable.com,,Salesforce
5228026,,Ryan Boettiger,,,ryanb@condorcapital.com,,Web form fillout
9606504,,Bastian Bursch,,,bastianbursch@gmail.com,,List import
11007297,Inactive Investor,William Adkins,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 605 Chestnut St",tommy.adkins@nm.com,,Salesforce
345644,,Anders Rosenquist,Research,"Promus Asset Management, Llc",arosenquist@promusholdings.com,312-784-3990,Manual List Upload
10614066,,James Montalto,"Financial Advisor, Senior Vice President",,james.montalto@rbc.com,,List Import
10789061,Inactive Investor,Brian McCullough,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brian.mccullough@fidelity.com,,Salesforce
10863528,Inactive Investor,Antonios Stergiou,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
219312,,Bill Lyerly,,[Unknown],bill.lyerly@gmail.com,,
213902,,Charles Cartwright,CEO,CC Trader,cartwright.shn@gmail.com,,
11038927,,Hal Clark,,,hclarkideal@yahoo.com,9289788196,Web Form Fillout
6188203,,So Ka,,,sok614224@gmail.com,,Web Form Fillout
11221733,,Erwin Tonogbanua,,,erwin@smithcapital.com,,List Import
9569987,,Karim Sawabini,,,ksawabini@mooncapital.com,,List import
11098583,Inactive Investor,Jovanna Henry,,PFS Investments Inc. Bountiful UT 442 N Main St,jovannarae.henry@primerica.com,,Salesforce
344824,,Reece Zakarin,Associate,"Gennx360 Management Company, Llc",rzakarin@gennx360.biz,212-257-6782,Manual List Upload
11133508,Inactive Investor,Venetta Macaluso,Team Administrator,UBS Financial Services Inc. Washington DC 1501 K St NW,venetta.macaluso@ubs.com,,Salesforce
10825850,Inactive Investor,David Mecca,Financial Advisor,"Bleakley Financial Group, LLC",david.mecca@bleakley.com,,Salesforce
43765,,Joel Dobbs,"Financial Advisor, Vice President, Wealth Advisor",William Blair,jdobbs@williamblair.com,470-351-6922,
10946794,Inactive Investor,Elizabeth Stevens,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",elizabeth_stevens@ml.com,,Salesforce
9562309,,Eric Laptook,,,eric.laptook@gmail.com,,List import
11055777,Inactive Investor,Wendell Richerson,,MWA Financial Services Inc. Henderson TN 126 N Washington Ave,wendell.richerson@modern-woodmen.org,,Salesforce
11073296,Inactive Investor,Valerie Rivera,Chief Compliance Officer;Financial Planner;Founder;President,FirstGen Wealth,,,Salesforce
10791057,Inactive Investor,Christopher Gee,Senior Wealth Strategy Associate,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,christopher.gee@ubs.com,,Salesforce
10752846,Inactive Investor,Dawn Strohecker,Financial Advisor,Edward Jones Greeley CO 1815 61st Ave,dawn.strohecker@edwardjones.com,,Salesforce
9415791,,Jon Kingdom Trust FBO John Nabers SEP IRA,,Jon Nabers,jnabers@trailventures.co,,List Import
11143287,Inactive Investor,Douglas Everett,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 500 SW 116 Ave",doug.everett@ampf.com,,Salesforce
10945336,Inactive Investor,Armando Rojas,Financial Advisor,LPL Financial LLC Tampa FL 2502 S Manhattan Ave,armando.rojas@lpl.com,,Salesforce
10819487,Inactive Investor,James Marconis,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Pottsville PA 101 S Centre St,james.marconis@opco.com,,Salesforce
11052789,Inactive Investor,Conor Duffy,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,conor.duffy@fmr.com,,Salesforce
10830819,Inactive Investor,Thomas Launer,Financial Advisor;Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Saint Marys PA 357 Brusselles St",,,Salesforce
9591121,,Joseph Ferla,,,joe@laferlagroup.com,,List import
10792271,Inactive Investor,Anthony Larson,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",,,Salesforce
11176560,Inactive Investor,Mark Vastine,Financial Advisor,Edward Jones Bainbridge Island WA 435 Ericksen Ave NE,mark.vastine@edwardjones.com,,Salesforce
245189,,Brian McLaughlin,CEO,Redtail Technology,brian.mclaughlin@redtailtechnology.com,18002065030,Manual List Upload
11015487,Inactive Investor,Michael Gaffary,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",michael.gaffary@equitable.com,,Salesforce
158158,,Mia Hatton,,[Unknown],mia@nightingalehq.ai,,Organic Search
9605255,,Haarish palla,,,hpalla41@gmail.com,,List import
10915998,Inactive Investor,Karma May,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9645931,,Barry zachary,,,barryzachary@msn.com,,List import
10798854,Inactive Investor,Barbara Piermont,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,barbara.piermont@ubs.com,,Salesforce
11056634,Inactive Investor,Amanda Pettit,,"Osaic Wealth, Inc. Erie PA 2205 W Grandview Blvd",,,Salesforce
10941424,Inactive Investor,Stacey Jawitz,,Fidelity Brokerage Services LLC,,,Salesforce
10845419,Inactive Investor,Andrew Mullane,,Cetera Investment Services LLC Hauppauge NY 1300 Veterans Hwy,andrew.mullane@ceterais.com,,Salesforce
10762460,Inactive Investor,Robert Sablowsky,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,bob.sablowsky@opco.com,,Salesforce
10978149,Inactive Investor,Jean Calache,Financial Analyst,"JSF Financial, LLC",jean@jsffinancial.com,,Salesforce
10757856,Inactive Investor,Micah Williams,Financial Advisor;Portfolio Manager,"RBC Capital Markets, LLC Rapid City SD 243 Founders Park Dr",micah.williams@rbc.com,,Salesforce
9643371,,Hakim BOUZIDI,,,hbouzidi74@gmail.com,,List import
11140130,Inactive Investor,Nohemi Garcia,,LPL Financial LLC Placentia CA 377 E Chapman Ave,nohemi.garcia@lpl.com,,Salesforce
221837,,Ryan Roedersheimer,,[Unknown],roederealty@gmail.com,,source
9566207,,James Eisenberg,,,jameseisenberg2012@gmail.com,,List import
10931809,Inactive Investor,Gurvinder Aujla,,"Independent Financial Group, LLC San Jose CA 1541 The Alameda",,,Salesforce
11088779,Inactive Investor,Christopher Hill,,The O.N. Equity Sales Company Roanoke VA Private Residence,,,Salesforce
10778871,Inactive Investor,Stuart Alter,,Morgan Stanley New York NY 55 E 52nd St,stuart.alter@morganstanley.com,,Salesforce
10803864,Inactive Investor,Robert Bonczek,Director;President,AspenTree Capital Corporation Durham NC 6 Davis Dr,,,Salesforce
10867313,Inactive Investor,Robert Marrone,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 170 Broad St",robert.marrone@bofa.com,,Salesforce
9626602,,Terence Wilkerson,,,terence.wilkerson@yahoo.com,,List import
11185708,Inactive Investor,Anna Pilecki,,"American Fidelity Securities, Inc.",anna.pilecki@americanfidelity.com,,Salesforce
10977448,Inactive Investor,Mitchell Fee,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11079248,Inactive Investor,Thomas Cuffari,Financial Consultant,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",thomas.cuffari@equitable.com,,Salesforce
10774903,Inactive Investor,David McCurdy,,"Wells Fargo Clearing Services, LLC Raleigh NC 7600 Creedmoor Rd",david.mccurdy@wellsfargoadvisors.com,,Salesforce
10780374,Inactive Investor,Joseph Maxwell,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,joseph.maxwell@fidelity.com,,Salesforce
180159,,Haer Udin,,[Unknown],haersetiawan752@gmail.com,,Organic Search
333067,,Sean Alford,,CFO4LIFE,sean.alford@mycfo4life.com,214.637.9513,
9629501,,Nigel Biver,,,nigelbiv@gmail.com,,List import
11056999,Inactive Investor,Joshua Crowe,Chief Compliance Officer;Chief Executive Officer,Sunpath Financial,jcrowe@sunpathfinancial.com,,Salesforce
195947,,Mahammadjuned Sheth,,[Unknown],hiijunaid@gmail.com,,source
10800040,Inactive Investor,Dennis Schurg,Financial Advisor,Edward Jones Dillon MT 134 S Montana St,dennis.schurg@edwardjones.com,,Salesforce
9557793,,Louis Birdwell,,,graveyard920@gmail.com,,List import
344258,,Russell Roth,,Allfab Inc.,rroth@allfabinc.com,6144914944,
9466719,,Jayton Gill,,Jayton Gill,jhgill@vt.edu,,Organic Search
10871354,Inactive Investor,Adam Saffel,,State Farm VP Management Corp. Hillsboro OR 142 NE 3rd Ave,,,Salesforce
9635522,,Robert Sniegowski,,,rsniegowski@larsonallen.com,,List import
10891572,Inactive Investor,Jonathan Mcmonigal,Financial Advisor Associate,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,,,Salesforce
10914995,Inactive Investor,Randy Yoder,Advisor,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,ryoder@rwbaird.com,,Salesforce
10778722,Inactive Investor,Mark Milligan,Financial Advisor;First Vice President;Portfolio Management Director;Senior Vice President,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,mark.milligan@morganstanley.com,,Salesforce
11088050,Inactive Investor,Chris Hazelip,Financial Advisor,Edward Jones Tyler TX 455 Rice Rd,chris.hazelip@edwardjones.com,,Salesforce
9344746,,Humberto Caro,,https://apps.apple.com/us/story/id1539139213,humbertocaro828@gmail.com,7144431228,Web Form Fillout
11120250,Inactive Investor,Christopher Childers,,IP Financial Advisory Services LLC West Des Moines IA 974 73rd St,cchilders@ipfinancialservicesllc.com,,Salesforce
10768664,Inactive Investor,Tanner Halverson,,"Ameriprise Financial Services, LLC",tanner.j.halverson@ampf.com,,Salesforce
11195977,Inactive Investor,Brian Ellis,,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",,,Salesforce
10971387,Inactive Investor,Carolina Jimenez,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10921027,Inactive Investor,Jessica Ortega,Partner,Eagle Wealth Strategies,jessica.hauser@eaglewealthstrategies.com,,Salesforce
10947742,Inactive Investor,Jerod Yee,,AW Securities,,,Salesforce
9615157,,Yoram Lakritz,,,ylakritz@gmail.com,,List import
9637383,,Jimmy Hall,,,jimmyghall@jourrapide.com,,List import
11092832,Inactive Investor,Byron Dashnaw,,"Allstate Financial Services, LLC Findlay OH 1623 Tiffin Ave",byrondashnaw@allstate.com,,Salesforce
10808695,Inactive Investor,Donald Delahunt,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,donald.delahunt@morganstanley.com,,Salesforce
10895207,Inactive Investor,Joel Corbin,,"Prospera Financial Services, Inc. Lubbock TX 3403 73rd St",joel.corbin@prosperafinancial.com,,Salesforce
11197946,Inactive Investor,Justin Morales,Investment Advisor,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
11107678,Inactive Investor,Roxanne McElroy,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Fairport NY 295 Woodcliff Dr",,,Salesforce
11110643,Inactive Investor,John Sclafani,,"Morgan Wilshire Securities, Inc.",,,Salesforce
10959255,Inactive Investor,Andy Kim,,"MML Investors Services, LLC Los Angeles CA 3700 Wilshire Blvd",andykim@financialguide.com,,Salesforce
10658904,,Kevin Potter,,,kevin.potter@raymondjames.com,,List Import
10997618,Inactive Investor,Stewart Mattson,,"Empower Financial Services, Inc Boynton Beach FL Private Residence",stewart.mattson@empower.com,,Salesforce
11068979,Inactive Investor,Michael Goodwin,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
11124788,Inactive Investor,Patricia Bonnot,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",trish.bonnot@wellsfargoadvisors.com,,Salesforce
9618606,,Erik Davenport,,,erikcjdavenport@gmail.com,,List import
11048043,Inactive Investor,Tim Van Der Weide,,NYLIFE Securities LLC Orange City IA 1005 Lincoln Circle SE,tvanderweid2@ft.newyorklife.com,,Salesforce
11011546,Inactive Investor,Rahfin Faruk,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11104634,Inactive Investor,Mark Bishopp,Financial Advisor,Edward Jones Plymouth IN 2932 Miller Dr,mark.bishopp@edwardjones.com,,Salesforce
10876768,Inactive Investor,Sade Harrison,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10989039,Inactive Investor,Rachel Clardy,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,rachel_clardy@vanguard.com,,Salesforce
10803899,Inactive Investor,Edward Milkie,,"Sunbelt Securities, Inc. Dallas TX 13140 Coit Rd",ed.milkie@sunbeltsecurities.com,,Salesforce
10898979,Inactive Investor,William Mallard,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10935627,Inactive Investor,Gaetano Germinario,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",gaetano.germinario@ml.com,,Salesforce
11262532,Inactive Investor,George Lucas,,UBS-FINSVC CDN FBO George Grayson Lucas Traditional IRA,grayson.lucas@ubs.com,8649158739,Salesforce
10995129,Inactive Investor,Douglas Bender,Financial Advisor;Investment Advisor Representative,"Horter Investment Management, LLC",dbender@him-ria.com,,Salesforce
11108307,Inactive Investor,Robert Clark,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Danvers MA 222 Rosewood Dr,rclark@janney.com,,Salesforce
11064091,Inactive Investor,Kirsten Mertz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
232002,, -,,[[Unknown]],vincent.supporterads@gmail.com,,3rd Party Lead Gen
10604419,,Robert Brogan,Financial Advisor,First Command Advisory Services,rabrogan@firstcommand.com,817-731-8621,List Import
11090505,Inactive Investor,Marion Geer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,marion.geer@edwardjones.com,,Salesforce
11132211,Inactive Investor,William Marshall,,"Charles Schwab & Co., Inc. Saint Louis MO 8455 Maryland Ave",bo.marshall@schwab.com,,Salesforce
9580732,,Ashley Rosenthal,,,ashley@rosenthalpartners.net,,List import
10864653,Inactive Investor,Perry Heath,Secretary;Shareholder;Vice President,"Wood, Johnson, Heath, P.C.",pheath@wjh-cpa.com,,Salesforce
11089406,Inactive Investor,Jason Trippett,Financial Professional,LPL Financial LLC Glendale CA 611 N Brand Blvd,jason.trippett@lpl.com,,Salesforce
11035114,Inactive Investor,Patrick Hargrove,,"Raymond James Financial Services, Inc. Tuscaloosa AL 100 Towncenter Blvd",patrick.hargrove@raymondjames.com,,Salesforce
9598526,,? ??,,,zdzyc01@gmail.com,,List import
11199008,Inactive Investor,Hannah Friedman,,Citigroup Global Markets Inc.,,,Salesforce
11065548,Inactive Investor,Victoria Jopson,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",,,Salesforce
10940327,Inactive Investor,Richard Krapes,,Country Capital Management Company Olathe KS 525 N Mur Len Rd,richard.krapes@countryfinancial.com,,Salesforce
11111121,Inactive Investor,Virginia Earl,Shareholder,"P. G. Earl Investment Advisers, LLC",,,Salesforce
10994011,Inactive Investor,Walter Park,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11150110,Inactive Investor,Jeffrey Dykstra,Advisor;Senior Vice President,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,jdykstra@rockco.com,,Salesforce
201857,,Keith Rosenbloom,Managing Member,Cruiser Capital LLC,keithr@cruisercap.com,1-212-829-5833,Initial Salesforce Import
10797437,Inactive Investor,Donald Kremer,,LPL Financial LLC Wexford PA 8000 Brooktree Rd,donald.kremer@lpl.com,,Salesforce
10922626,Inactive Investor,Alexander Gabriel,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3200 Main St NW",alexander.gabriel@ampf.com,,Salesforce
11088320,Inactive Investor,Patrick Robinson,,Lincoln Investment Braintree MA 35 Braintree Hill Park,probinson@lincolninvestment.com,,Salesforce
10877189,Inactive Investor,John Heim,Financial Advisor,Edward Jones Aurora IL 1242 N Eola Rd,john.heim@edwardjones.com,,Salesforce
11088771,Inactive Investor,Thomas McDonough,Portfolio Associate,Neuberger Berman BD LLC,thomas.mcdonough@nb.com,,Salesforce
11141380,Inactive Investor,Chelsea Rude,Chief Compliance Officer;Financial Advisor;Owner,Rude Wealth Advisory,chelsea.rude@rudewealthadvisory.com,,Salesforce
9574854,,Alan Rubin,,,khumphrey@targetedfinancial.com,,List import
11019591,Inactive Investor,John Lemak,,"Axiom Capital Management, Inc.",jlemak@axiomcapital.com,,Salesforce
11128917,Inactive Investor,Chris Amys,,"Raymond James Financial Services, Inc. Asheville NC 61 N Merrimon Ave",chris.amys@raymondjames.com,,Salesforce
11080057,Inactive Investor,Leshay Smith,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,shay.smith@fmr.com,,Salesforce
10862100,Inactive Investor,James Lowe,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
9635940,,Fadel Gheit,,,fadel.gheit@opco.com,,List import
10863095,Inactive Investor,Dieynaba Sy,,Lazard Asset Management Securities LLC,dieynaba.sy@lazard.com,,Salesforce
10838745,Inactive Investor,James Serano,,PlanMember Securities Corporation Huntington Beach CA Private Residence,jserano@planmembersec.com,,Salesforce
10882366,Inactive Investor,Susan Foard,Chief Compliance Officer;Member;President;Tax Officer,"Pugh Wealth Management, LLC Knoxville TN 315 N Cedar Bluff Rd",,,Salesforce
10754746,Inactive Investor,Ritu Ketkar,,Deutsche Bank Securities Inc.,ritu@deutschewealth.com,,Salesforce
9579094,,Donald Bourne,,,don@bscmi.com,,List import
10955809,Inactive Investor,Todd Manjuck,,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,todd.manjuck@jpmorgan.com,,Salesforce
10779271,Inactive Investor,Brian Valach,Financial Advisor,"Ameriprise Financial Services, LLC Sarasota FL 2477 Stickney Point Rd",brian.j.valach@ampf.com,,Salesforce
11092729,Inactive Investor,Darrell Cleary,Private Wealth Advisor,"Ameriprise Financial Services, LLC Canton OH 4383 Executive Cir NW",glen.d.cleary@ampf.com,,Salesforce
10844127,Inactive Investor,Fred Palmer,,LPL Financial LLC Tallahassee FL 2991 Golden Eagle Dr E,f.palmer@lpl.com,,Salesforce
10847588,Inactive Investor,Mary Prebish,Financial Planner,"Osaic FA, Inc. Southfield MI 2000 Town Ctr",mary.prebish@lfg.com,,Salesforce
11044976,Inactive Investor,Christina Apgar,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",christina.apgar@valic.com,,Salesforce
10821403,Inactive Investor,Randolph Keys,Financial Advisor,Edward Jones Harbor Springs MI 930 State St,randy.keys@edwardjones.com,,Salesforce
11238190,Inactive Investor,Jennifer Thomas,,"Tri-ad Capital Management, Inc.",jthomas@tri-ad.com,,Salesforce
10827120,Inactive Investor,Fadilah Gambrell,Financial Advisor,LPL Financial LLC Cape Fair MO Private Residence,fadilah.sperr@lpl.com,,Salesforce
11113341,Inactive Investor,Linda Tagle,,"CUSO Financial Services, L.P. Pasadena CA 123 S Marengo Ave",,,Salesforce
9564597,,Alain Gilbert,,,algt4080@aol.com,,List import
225380,,James Park,,[Unknown],jamespark100@hotmail.com,,source
9564354,,Mordy Hackel,,,mordy@kjtechnology.com,,List import
10645487,,Rajka Grossman,,,rajka.grossman@cowen.com,,List Import
11092166,Inactive Investor,Stacy Spahr,,Country Capital Management Company Oregon City OR 401 Roosevelt St,,,Salesforce
11170555,Inactive Investor,Terrence McAllister,,"MML Investors Services, LLC Pittsburgh PA 6 PPG Pl",tmcallister@financialguide.com,,Salesforce
10986873,Inactive Investor,Jesse Hollars,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jesse_hollars@vanguard.com,,Salesforce
348776,,Oren Yahav,Manager,Gatewood Capital Management Llc,oren@gatewoodcapital.com,212-994-9590,Manual List Upload
11103483,Inactive Investor,John Carr,Chief Executive Officer;Founder,Carr Capital Management,john.carr@carrcap.net,,Salesforce
10923612,Inactive Investor,Tyler Stephen,,Cetera Investment Services LLC Venice FL 2090 Tamiami Trl S,,,Salesforce
9621634,,Javay Johnson,,,javayjohnson@gmail.com,,List import
370390,,Jeff Dyment,,Saphira Technology Partners,jeff.dyment@saphiragroup.com,2035159686,Google Natural Search
10930619,Inactive Investor,Paul Barbieri,Financial Advisor,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",paul.barbieri@prudential.com,,Salesforce
10982290,Inactive Investor,Stephen Cox,Financial Advisor,"Wells Fargo Clearing Services, LLC Wichita Falls TX 2901 Garnett Ave",neil.cox@wellsfargoadvisors.com,,Salesforce
10876874,Inactive Investor,Randall O'Neal,Financial Advisor,Edward Jones Salisbury MD 701 E Naylor Mill Rd,randy.oneal@edwardjones.com,,Salesforce
10801600,Inactive Investor,Stephanie Stahl,,Morgan Stanley Toledo OH 7311 Crossleigh Ct,stephanie.stahl@morganstanley.com,,Salesforce
10837648,Inactive Investor,Daniel Henry,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",daniel.henry@rbc.com,,Salesforce
11229635,Inactive Investor,Gillian Renninger,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",,,Salesforce
10865747,Inactive Investor,Michael McDonald,,Western Wealth Management LLC Happy Valley OR 11050 SE 105th Ave,,,Salesforce
11143525,Inactive Investor,Jeffrey Smits,Financial Advisor,Wedbush Securities Inc. Newport Beach CA 500 Newport Center Dr,jeffrey.smits@wedbush.com,,Salesforce
10779890,Inactive Investor,Nilsa Sabir,,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",nilsa.sabir@wfadvisors.com,,Salesforce
11217763,,Elizabeth Nelson,,,elizabeth.nelson@lpl.com,,List Import
28642,,Hyun Yang,,N/A,hyeonhoy@gmail.com,8.21052E+11,Organic Search
9598349,,Harish Chari,,,harish.chari2808@gmail.com,,List import
11000730,Inactive Investor,George Margvelashvili,Equity Research Analyst,JAG Capital Management LLC Chicago IL Private Residence,,,Salesforce
142165,,John Desselle,Financial Professional,"Voya Financial Advisors, Inc.",jdesselle@voyafa.com,504-376-4652,
9548666,,Ryan Cosner,,,rcosner@cosnerfg.com,,List import
10934198,Inactive Investor,Robert Guynn,,Edward Jones,robert.guynn@edwardjones.com,,Salesforce
11151274,Inactive Investor,William Robinson,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",bill.robinson@nm.com,,Salesforce
11208803,Inactive Investor,Matthew Giles,Wealth Advisor,Collaborative Wealth,mattgiles@collaborativewealth.com,,Salesforce
9547368,,Sumit Valse,,,sumit.valse1992@gmail.com,,List import
10656427,,Louis Paster,,,louis.paster@ubs.com,,List Import
10901698,Inactive Investor,Melissa Mix,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsport PA 1 W 3rd St",melissa.mix@ml.com,,Salesforce
10860722,Inactive Investor,Andrew Fahner,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",andrew.fahner@tiaa.org,,Salesforce
10831348,Inactive Investor,Alexander Schaaf,,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",alexander.schaaf@raymondjames.com,,Salesforce
308,,,,,haroldtaylor@email-seeds.net,,
9586621,,Lewis Sisich,,,lsisich@partnervest.com,,List import
10823567,Inactive Investor,Brian Miserlian,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11219690,,Rebecca Fisher,,,rebecca.fisher@ceterafs.com,,Other
10804872,Inactive Investor,Maria Draxler,,Edward Jones Westminster CO Private Residence,maria.wilson@edwardjones.com,,Salesforce
11118459,Inactive Investor,John Foley,,Fidelity Brokerage Services LLC New York NY 13A W 61st St,,,Salesforce
10872361,Inactive Investor,Robert Sacchetti,Financial Advisor,Edward Jones Westwood MA 292 Washington St,rob.sacchetti@edwardjones.com,,Salesforce
9553926,,Anthony Mesquit,,,anthony.mesquit@fmr.com,,List import
11228731,Inactive Investor,Ankita Sawant,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,ankita.sawant@jpmorgan.com,,Salesforce
10945761,Inactive Investor,Brendan Shannon,,Edward Jones Las Cruces NM 4440 N Sonoma Ranch Blvd,,,Salesforce
11039672,Inactive Investor,Wesley Johnson,,"Avantax Investment Services, Inc. Greenacres FL Private Residence",wes.johnson@myavantax.com,,Salesforce
10885534,Inactive Investor,Carey Kesner,Chief Compliance Officer;Co-Founder;Partner;President,Mosaic Advisors,carey@mosaicadv.com,,Salesforce
10646951,,Natalie Robbins,,,natalie.robbins@edwardjones.com,,List Import
11070487,Inactive Investor,Justin Hack,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",justin.hack@nm.com,,Salesforce
10755449,Inactive Investor,Christina Adessi,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",christina_m_zayas-bazan@ml.com,,Salesforce
9540563,,Mike Galaxy Digital Trading Cayman LLC,,Galaxy Digital,mike.novogratz@galaxydigital.io,,3rd Party Lead Gen
11115514,Inactive Investor,Deven Mays,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",deven.mays@bofa.com,,Salesforce
10911273,Inactive Investor,Joseph Brunjes,,"TC2000 Brokerage, Inc.",,,Salesforce
89687,,Joanne Woiteshek,"Secretary, Treasurer, Chief Compliance Officer",Interactive Financial Advisors,joanne@someonethatcares.com,630-472-1300,
10925728,Inactive Investor,Philip Sukharev,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",philip.sukharev@nm.com,,Salesforce
10929526,Inactive Investor,James Falls,,"Osaic Wealth, Inc. State College PA 2125 E College Ave",,,Salesforce
10662038,,John Hering,,,jphering@composurewealthmanagement.com,,List Import
11220869,,Sheldon Francis,,,sfrancis@babsoncapital.com,,List Import
11041053,Inactive Investor,Bennett Perrine,,"Sanford C. Bernstein & Co., LLC",bennett.perrine@bernstein.com,,Salesforce
10915136,Inactive Investor,Nickolas Snyder,,"Herbert J. Sims & Co, Inc. Charlotte NC 13950 Ballantyne Coporate Pl",nsnyder@hjsims.com,,Salesforce
10755618,Inactive Investor,Angela Mally,Financial Advisor,Park Avenue Securities LLC Columbus OH 5001 Horizons Dr,angela_klaus@glic.com,,Salesforce
10510064,,Eric Simanek,Parnter,Eversheds-Sutherland,ericsimanek@eversheds-sutherland.us,,List Import
9647360,,dfddfdf dfd,,,john@jpmadvisoryservices.com,,List import
67388,,John Frankola,"President, Managing Member","Vista Investment Management, Llc",frankola@vista-im.com,412-824-5940,Manual List Upload
10899058,Inactive Investor,Tyra Langley,Financial Advisor,Edward Jones Sapulpa OK 525 W Taft Ave,,,Salesforce
11178759,Inactive Investor,Sahra Khan,,"Wells Fargo Clearing Services, LLC Melville NY 58 S Service Rd",,,Salesforce
10997037,Inactive Investor,Joshua Larson,Associate Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,josh.larson@corient.com,,Salesforce
10884281,Inactive Investor,Job Louimeus,Chief Compliance Officer;Managing Member,"Exos Wealth Strategies, LLC",job@exosws.com,,Salesforce
10997088,Inactive Investor,Nicole Sivak,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",nicole.sivak@nm.com,,Salesforce
9572926,,Martine Satterlee,,,msatterlee@contrariancapital.com,,List import
11084271,Inactive Investor,Mark Wright,Registered Principal,"Osaic Wealth, Inc. Greenville OH 5116 Childrens Home Bradford Rd",,,Salesforce
11158072,Inactive Investor,Lisa Cavanagh,,J.P. Morgan Securities LLC New York NY 277 Park Ave,lisa.cavanagh@jpmorgan.com,,Salesforce
10844304,Inactive Investor,Arthur Boyd,,"Cambridge Investment Research, Inc. Boca Raton FL 1300 N Federal Hwy",,,Salesforce
11071672,Inactive Investor,Patricia Dent,,GWN Securities Inc. West Palm Beach FL 2226 S Congress Ave,pdent@gwnsecurities.com,,Salesforce
9585489,,Lawrence Taunt,,,ltaunt@regalfin.com,,List import
11077732,Inactive Investor,Donna Pavin,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,donna.p.pavin@jpmorgan.com,,Salesforce
11136396,Inactive Investor,Gabriel Geiger,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10874288,Inactive Investor,Brandon Riendeau,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hanover NH 63 S Main St",brandon.riendeau@ml.com,,Salesforce
9602527,,Muhamad Zaenal,,,muhamadzaenal300@gmail.com,,List import
9560964,,Betty Kaminski,,,mariela2001@yahoo.com,,List import
10922193,Inactive Investor,Cong Duong,,"Transamerica Financial Advisors, Inc Westminster CA 9741 Bolsa Ave",cong.duong@tfaconnect.com,,Salesforce
373561,,Robert Taylor,,[Unknown],taylormadecafe@msn.com,,source
10971582,Inactive Investor,Thomas Presley,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,,,Salesforce
10954309,Inactive Investor,Mark Friedman,,"Osaic Wealth, Inc. Bradenton FL 1001 3rd Ave W",,,Salesforce
10835259,Inactive Investor,William Deupree,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",will.deupree@raymondjames.com,,Salesforce
11121097,Inactive Investor,Starla Thompson,,State Farm VP Management Corp. Warrior AL 209 Louisa St,starla.thompson.k51g@statefarm.com,,Salesforce
11003635,Inactive Investor,Reginald Harrison,Relationship Banker,J.P. Morgan Securities LLC Flint MI G3402 Flushing Rd,reginald.harrison@chase.com,,Salesforce
10825589,Inactive Investor,David Greene,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",david.greene@nm.com,,Salesforce
11071102,Inactive Investor,Benjamin Workman,Associate,Edward Jones Spanish Fork UT Private Residence,,,Salesforce
9615153,,lucas ni,,,1823327404@qq.com,,List import
11149023,Inactive Investor,Paul Gardner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10766945,Inactive Investor,Susan Windish,Branch Office Administrator,Edward Jones Saint Louis MO 100 W Adams Ave,susan.dwars@edwardjones.com,,Salesforce
11255492,Inactive Investor,Daniel Eller,Associate Wealth Strategist;Investment Operations Support,WMS Wealth Planners,,,Salesforce
11198345,Inactive Investor,Randolph Browne,,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,randolph.browne@primerica.com,,Salesforce
9647791,,ha lol,,,lol@lolo.com,,List import
11101847,Inactive Investor,Danielle Reidy,,J.P. Morgan Securities LLC Tarpon Springs FL 41206 US Hwy 19 N,danielle.reidy@jpmorgan.com,,Salesforce
11057159,Inactive Investor,Sydney Mccall,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 260 Josephine St",sydney.mccall@ampf.com,,Salesforce
11100002,Inactive Investor,Sara Wenzel,,Fidelity Brokerage Services LLC,,,Salesforce
10834091,Inactive Investor,James Kline,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",jim.kline@wellsfargoadvisors.com,,Salesforce
56913,,John Griffith,"Financial Advisor, Principal",CAPTRUST,john.griffith@captrustadvisors.com,813-218-5005,
11156813,Inactive Investor,Gary Wright,Financial Advisor,LPL Financial LLC Decatur IL 3330 N Woodford St,gary.wright@lpl.com,,Salesforce
10900919,Inactive Investor,Lynn Miller,Client Service Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,lynn.miller@morganstanley.com,,Salesforce
9599802,,Dorian Besson,,,brukkout@gmail.com,,List import
374764,,Craig Barker,"Senior VP of Financial Services, CFO & CIO",University of Arizona Foundation,craig@uafoundation.org, +1 520 621 3339,Database Upload
9548399,,Robert Howell,,,rhowell@columbiatrustcompany.com,,List import
11007348,Inactive Investor,Cecil Staton,President;Wealth Advisor,"Arch Financial Planning, LLC",,,Salesforce
11180383,Inactive Investor,William Focia,Senior Vice President,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",billy.focia@raymondjames.com,,Salesforce
10852197,Inactive Investor,Timothy Obendorf,Chief Compliance Officer;Member;Principal;Wealth Manager,"Steward Advisors, LLC",tim@stewardadvisors.com,,Salesforce
10866672,Inactive Investor,Diane Don,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",diane.don@wellsfargoadvisors.com,,Salesforce
11029598,Inactive Investor,Maria Marchelle Garing-Cortes,,"Wells Fargo Clearing Services, LLC Lodi CA 701 S Ham Ln",marchelle.garing@wellsfargo.com,,Salesforce
9645304,,Nicholas Perricone,,,nvpmd2@icloud.com,,List import
9583039,,Jay Urbain,,,jay.urbain@gmail.com,,List import
11306137,Inactive Investor,Charles Hwang,,"Forge Trust Co CFBO Charles Hwang, IRA727684 TIN 26-2627205",chucky524@yahoo.com,9175548323,Salesforce
11208352,Inactive Investor,Jeremy Baier,Member;Partner;Portfolio Manager;Senior Equity Analyst,"Isthmus Partners, LLC",jbaier@isthmuspartnersllc.com,,Salesforce
11167575,Inactive Investor,Michelle Osborne,,Emerson Equity LLC East Largo FL Private Residence,mosborne@emersonequity.com,,Salesforce
10843998,Inactive Investor,Gary Baker,,"Kestra Investment Services, LLC Chesterfield MO 657 Spirit Airpark West Dr",gary.baker@kestrafinancial.com,,Salesforce
11061257,Inactive Investor,Colin Espinosa,,"Wells Fargo Clearing Services, LLC Napa CA 3255 Jefferson St",,,Salesforce
10822301,Inactive Investor,Allison Mancuso,,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",allison.dobosiewicz@wellsfargoadvisors.com,,Salesforce
11229676,Inactive Investor,Mercer Kung Smith,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Tacoma WA 2115 N 30th St",mercer.kung@nm.com,,Salesforce
10645099,,Daniel Rodriguez,,,dan.rodriguez@chase.com,,List Import
11145401,Inactive Investor,Michael Point,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10771615,Inactive Investor,Sharon Abbey,,XML Securities Breckenridge CO 311 S Main St,sabbey@xmlfg.com,,Salesforce
38717,,Keith Zdrowak,Principal,"National Asset Management, Inc.",kzdrowak@nationalsecurities.com,,
11182433,Inactive Investor,Matthew Lindamood,,"Concurrent Investment Advisors, LLC Lebanon VA 151 E Main St",matthew.lindamood@poweredbyconcurrent.com,,Salesforce
10868670,Inactive Investor,Michael McConnell,,"Avantax Investment Services, Inc. Hingham MA 175 Derby St",,,Salesforce
9614747,,Michael Lee,,,mickylee1980@outlook.com,,List import
10958953,Inactive Investor,Danny Chen,,"CUSO Financial Services, L.P. Anaheim CA 5601 E La Palma Ave",,,Salesforce
10915428,Inactive Investor,Michael Bristow,Chief Compliance Officer;Managing Member;Managing Partner,Tamalpais Asset Management,mike@tamalpaisam.com,,Salesforce
11138239,Inactive Investor,David Heflin,,Neuberger Berman BD LLC,david.heflin@nb.com,,Salesforce
10931430,Inactive Investor,Kristine Davis,,"Farmers Financial Solutions, LLC Antioch CA 3260 Lone Tree Way",,,Salesforce
10770222,Inactive Investor,Jonathan Kessler,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",jkessler@fmsbonds.com,,Salesforce
210039,,bas van zelm,,[Unknown],bvanzelm@amstelbaybv.nl,,source
219012,,Maycon Serafim,,[Unknown],maycon@maycon.com.br,,Direct
11141736,Inactive Investor,Elisabeth Weerts,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10914226,Inactive Investor,Benjamin Malone,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11082628,Inactive Investor,Jonathon Oliver,,Edward Jones Washington NC 106 E 15th St,jon.oliver@edwardjones.com,,Salesforce
10976542,Inactive Investor,Benjamin Batt,Advisor;Financial Advisor;Partner,Phillips Financial,benjamin@1phillips.com,,Salesforce
11111064,Inactive Investor,Jay Himmelstein,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",jay.himmelstein@ampf.com,,Salesforce
11072019,Inactive Investor,Daniel Ortiz,Advisor Consultant,Neuberger Berman BD LLC Huntington Beach CA Private Residence,daniel.ortiz@nb.com,,Salesforce
10763714,Inactive Investor,Charles Wellborn,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",,,Salesforce
2162165,,Kuleshvr Kuleshvr,,,sahukuleshvar39@gmail.com,,
10933353,Inactive Investor,Curt Domingue,,J.P. Morgan Securities LLC Raceland LA 1624 Hwy 182,curt.a.domingue@chase.com,,Salesforce
10843288,Inactive Investor,Jonathan Timson,Chief Executive Officer;Managing Director;Managing Member;Managing Partner,SignalPoint Asset Management LLC,jtimson@signalpointinvest.com,,Salesforce
10487666,,William Saplicki,"Financial Advisor, President",LPL Financial LLC,bill.saplicki@lpl.com,,List Import
11099634,Inactive Investor,Darin Beckering,Chief Compliance Officer;President;Senior Wealth Advisor,Elevation Wealth Management,,,Salesforce
9582289,,Jimmy Wang,,,jwang@corsair-capital.com,,List import
9548426,,Michael Hickey,,,mhickey@sagepointadvisor.com,,List import
9589016,,James Giglia,,,giglia.james@gmail.com,,List import
10834461,Inactive Investor,Justin Brown,,"Raymond James Financial Services, Inc. Chesterfield MO 14567 N Outer 40 Rd",justin.brown@raymondjames.com,,Salesforce
11208115,Inactive Investor,Zachary Kaplan,Chief Compliance Officer,Lipper Advisory Services Inc,zkaplan@lipperadvising.com,,Salesforce
11111344,Inactive Investor,Chase Wolf,,"FBL Marketing Services, LLC Lexington NE 411 E Pacific St",,,Salesforce
338484,,Anna Tong,"Director, Regional Head Of Investments, Asia Pacific",Invesco Hong Kong Limited,anna.tong@invesco.com.hk,852-312-86000,Manual List Upload
9596674,,Ken Berkeley,,,ken.berkeley@plantemoran.com,,List import
10936806,Inactive Investor,John Ratey,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
11085308,Inactive Investor,Peter Wright,,"MML Investors Services, LLC",,,Salesforce
11199182,Inactive Investor,Mason Carmean,,"PHX Financial, Inc.",mcarmean@phoenixinc.com,,Salesforce
11087974,Inactive Investor,Thomas Pollock,Financial Advisor,"Ameriprise Financial Services, LLC Clemson SC 100 Shorecrest Dr",thomas.x.pollock@ampf.com,,Salesforce
11041667,Inactive Investor,Thomas Dziubek,,Cetera Advisor Networks LLC Trenton NJ 2333 Whitehorse Mercerville Rd,,,Salesforce
241062,,Jennifer Schnabl,Capital Markets Group,State Street Global Advisors,jennifer_schnabl@ssga.com,,Event
10787595,Inactive Investor,Shirin Rastegar,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11030277,Inactive Investor,Bobby Impson,,LPL Financial LLC Tulsa OK 2250 E 73rd St,bobby.impson@lpl.com,,Salesforce
10941019,Inactive Investor,Alexandra Rajan,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10834824,Inactive Investor,Bradley Lauch,Wealth Advisor,Octavia Wealth Advisors LLC,blauch@octaviawa.com,,Salesforce
9558468,,Bradley Schutt,,,bschutt@royalaa.com,,List import
11071459,Inactive Investor,Danna Nealon,,"Cambridge Investment Research, Inc. Cornelius NC 20615 N Main St",,,Salesforce
11109542,Inactive Investor,Paul Loucks,,"Ameriprise Financial Services, LLC Albany NY 125 Wolf Rd",paul.loucks@ampf.com,,Salesforce
10887011,Inactive Investor,Luis Cruz,,"Pruco Securities, LLC. Glendale AZ 7856 N Glen Harbor Blvd",luis.cruz@prudential.com,,Salesforce
10768800,Inactive Investor,David Mudd,Financial Advisor,Robert W. Baird & Co. Incorporated Madison WI 8000 Excelsior Dr,dmudd@rwbaird.com,,Salesforce
11186112,Inactive Investor,Cameron Rios,Financial Advisor,Edward Jones Holland MI 12662 Riley St,cameron.dolbow@edwardjones.com,,Salesforce
9587319,,Eric Wolfe,,,ewolfe@wealthstaradvisors.com,,List import
10857365,Inactive Investor,Wayne Seyfert,,"Farmers Financial Solutions, LLC Glendale AZ 5127 W Thunderbird Rd",wseyfert@farmersagent.com,,Salesforce
9634589,,Virginia Britt,,,vbritt@payantwealthmanagementgroup.com,,List import
10841378,Inactive Investor,Peter Dochinez,,"Trustmont Financial Group, Inc.",,,Salesforce
11018410,Inactive Investor,Anthony Vignali,,"Truist Investment Services, Inc. Saint Augustine FL 1850 US Hwy 1 S",anthony.vignali@truist.com,,Salesforce
9608178,,bam bam,,,sonudogeca@quickmail.in,,List import
9552512,,Shehan Chandrasekera,,,shehan@cointracker.io,,List import
11098199,Inactive Investor,Kelli Kania,,PNC Investments Pittsburgh PA 249 5th Ave,kelli.kania@pnc.com,,Salesforce
11156370,Inactive Investor,Timothy Bellig,,"The Leaders Group, Inc.",,,Salesforce
11051709,Inactive Investor,Keith Hoffman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",keith_hoffman@ml.com,,Salesforce
10943698,Inactive Investor,Brian Mundey,,Lincoln Investment,bmundey@lincolninvestment.com,,Salesforce
9540503,,Peter Monaco,,,peter.monaco@raptorgroup.com,,List import
11047332,Inactive Investor,David Simpkins,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,david_simpkins@vanguard.com,,Salesforce
11145906,Inactive Investor,Max Botel,,"Prospera Financial Services, Inc. Bala Cynwyd PA 333 E City Ave",max.botel@prosperafinancial.com,,Salesforce
2657959,,Matthew Garza,,,matthewpgarza@gmail.com,,
11083326,Inactive Investor,Derilyn Freeman,Financial Planner,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",derilyn.freeman@prudential.com,,Salesforce
10867836,Inactive Investor,Jennifer Desisto,Chief Investment Officer,Anchor Capital Advisors LLC,jdesisto@anchorcapital.com,,Salesforce
10840313,Inactive Investor,Gavin Lambeth,Wealth Advisor,LPL Financial LLC Santa Clara UT 3582 Pioneer Pkwy,gavin.lambeth@lpl.com,,Salesforce
11153644,Inactive Investor,Michael Lopez,,"Next Financial Group, Inc. Newport Beach CA 4343 Von Karman Ave",,,Salesforce
11067381,Inactive Investor,William Ugalde,,"Osaic Wealth, Inc.",,,Salesforce
11083441,Inactive Investor,Spencer Gordon,Preferred Relationship Manager,"Fifth Third Securities, Inc. Grand Rapids MI 6485 28th St SE",spencer.gordon@53.com,,Salesforce
11143515,Inactive Investor,Christopher Stevens,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_stevens@vanguard.com,,Salesforce
10769585,Inactive Investor,James Ahern,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",james_ahern@ml.com,,Salesforce
11103203,Inactive Investor,Kyle Leadbetter,,J.P. Morgan Securities LLC Columbus OH 100 E Broad St,kyle.a.leadbetter@chase.com,,Salesforce
11014477,Inactive Investor,Shannon Thomas,,J.P. Morgan Securities LLC Cincinnati OH 9019 Plainfield Rd,,,Salesforce
9552157,,John Eckert,,,jeckert@marinercapital.com,,List import
10757281,Inactive Investor,Christopher Chigas,Chief Compliance Officer;Compliance Director;President,"Access Financial Group, Inc.",cc@afinancial.com,,Salesforce
9629930,,Mike Yefimenko,,,mike@ballstonconsulting.com,,List import
11093983,Inactive Investor,Alison Longstreet,,NYLIFE Securities LLC Jericho NY 100 Jericho Quadrangle,aalongstreet@ft.newyorklife.com,,Salesforce
11075788,Inactive Investor,David Haase,Financial Advisor;Senior Vice President - Sales,"Mutual of Omaha Investor Services, Inc. Englewood CO 9155 E Nichols Ave",david.haase@mutualofomaha.com,,Salesforce
10936239,Inactive Investor,Wajeehuddin Siddiqui,Financial Advisor,"St. Bernard Financial Services, Inc. Saint Louis MO 1023 Executive Pkwy Dr",wajee.siddiqui@stbernardfinancial.com,,Salesforce
9641343,,David Malmgren,,,david@fbbcap.com,,List import
10966285,Inactive Investor,Gabriella Gacinovic,Premier Banker,"Wells Fargo Clearing Services, LLC Hallandale FL 1201 E Hallandale Beach Blvd",gabriella.g.brato@wellsfargo.com,,Salesforce
10758357,Inactive Investor,Danielle Ball,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",danielle_ball@ml.com,,Salesforce
10896369,Inactive Investor,Joan Theroux,Vice President,Commonwealth Financial Network Dedham MA 980 Washington St,jtheroux@commonwealth.com,,Salesforce
10860538,Inactive Investor,Joeffrey Sunga,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",joeffrey.sunga@ml.com,,Salesforce
10881810,Inactive Investor,Kyle Williams,Financial Advisor,LPL Financial LLC Altamonte Springs FL 215 N Westmonte Dr,kyle.williams@lpl.com,,Salesforce
47029,,John Fennig,Managing Member & Chief Compliance Officer,"Kfa Private Wealth Group, Llc",john@kfapwg.com,703-462-9475,Manual List Upload
10835021,Inactive Investor,Jonathan Sopher,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",jonathan.sopher@stifel.com,,Salesforce
351038,,Eric Ahlgren,Vice President,Great Hill Partners,eahlgren@greathillpartners.com,617-790-9400,Manual List Upload
334269,,Joseph Mah,,Mercer Global Advisors Inc.,jmah@merceradvisors.com,(650) 571-8888,
11076205,Inactive Investor,Jacob Miller,Financial Advisor,J.P. Morgan Securities LLC Wapakoneta OH 801 Defiance St,jacob.l.miller@jpmorgan.com,,Salesforce
11185977,Inactive Investor,Austin Dent,,"Wells Fargo Clearing Services, LLC Golden CO 6330 McIntyre Pkwy",,,Salesforce
11228531,Inactive Investor,Ronald Venson,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,ronald.venson@jpmorgan.com,,Salesforce
7075714,,Carl M Arzola,,,uzs1s4rau0c@temporary-mail.net,,Web Form Fillout
11201792,Inactive Investor,Scott Hallett,Financial Advisor,LPL Financial LLC Chanhassen MN 600 W 78th St,scott.hallett@lpl.com,,Salesforce
11134838,Inactive Investor,Jeffrey Adams,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",jeff_adams@ml.com,,Salesforce
11116965,Inactive Investor,Harold Jackson,Financial Planner,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",clark.jackson@prudential.com,,Salesforce
10754411,Inactive Investor,William Jameson,Financial Advisor;Financial Planning Specialist,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,william.jameson@morganstanley.com,,Salesforce
345734,,Daniel Jiyamapa,"Private Wealth Advisor, President","Allegiance Wealth Management, Inc.",daniel.k.jiyamapa@ampf.com,770-765-5575,Manual List Upload
10836437,Inactive Investor,Catherine Wear,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",catherine.m.wear@ampf.com,,Salesforce
10898271,Inactive Investor,Andrew Martin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10801846,Inactive Investor,Amy Garbrecht,Senior Client Service Associate,UBS Financial Services Inc. Winter Haven FL 295 1st St S,amy.garbrecht@ubs.com,,Salesforce
220669,,Brian Robinson,,[Unknown],brian@robinsontechnology.com,,
10966092,Inactive Investor,Elizabeth Harding,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",elizabeth.harding@empower.com,,Salesforce
173948,,Josep Galobardes,,[Unknown],galobardes@telefonica.net,,Organic Search
10658733,,Raul Carrasco,,,raul.x.flores@chase.com,,List Import
4255257,,Brian Stout,,,0x7b3beb6b869f57966fc351989e624142891881cb@ethermail.io,,Web Form Fillout
11173750,Inactive Investor,Thomas Kelly,,Edward Jones Tracy CA 2880 N Tracy Blvd,tom.kelly@edwardjones.com,,Salesforce
10880993,Inactive Investor,John Krambeer,Chief Executive Officer;Founder;Partner;Principal,Validus Capital LLC,,,Salesforce
10767657,Inactive Investor,Carl Bass,,"Cambridge Investment Research, Inc. Greensboro NC 600 Green Valley Rd",,,Salesforce
10895353,Inactive Investor,Jacqueline Li,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11194953,Inactive Investor,Niren Johal,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
9569359,,Richard Cook,,,richard.cook1@gmail.com,,List import
10763662,Inactive Investor,Chadwick Myers,Managing Director,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",chadwick.myers@raymondjames.com,,Salesforce
9608887,,Michael Williams,,,gw12370@hotmail.com,,List import
9579024,,Ryan Barrett,,,rbarrett@jfswa.com,,List import
10912944,Inactive Investor,Stephen Royce,Chief Information Officer;Regulatory Contact,LCM Capital Management Inc,sroyce@lcmcapital.com,,Salesforce
11132477,Inactive Investor,Jason Kim,Chief Executive Officer;Chief Investment Officer,"Rosasharn Investment Management, LLC San Francisco CA 2463 16th Ave",,,Salesforce
10841559,Inactive Investor,Jon Eichelberger,,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",jonichelberger@raymondjames.com,,Salesforce
9621015,,robert brown,,,rbrown2md@gmail.com,,List import
11011127,Inactive Investor,Cameron Tewksbury,,NYLIFE Securities LLC Okeechobee FL Private Residence,ctewksbury@ft.newyorklife.com,,Salesforce
10880587,Inactive Investor,Nayivi Velez,Chief Compliance Officer;Financial Planner;Managing Member;President,Village Wealth Advisors,nayivi@villagewealthadvisors.com,,Salesforce
10857904,Inactive Investor,Gary Morris,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,gmorris.pchb2@primerica.com,,Salesforce
10906440,Inactive Investor,Denise Potticary,,LPL Financial LLC Cincinnati OH 11260 Chester Rd,denise.potticary@lpl.com,,Salesforce
10754038,Inactive Investor,Michele McCall,Financial Advisor,Edward Jones Modesto CA 1150 9th St,michele.weber@edwardjones.com,,Salesforce
11168000,Inactive Investor,Braydon Kimber,,Fidelity Brokerage Services LLC Magna UT Private Residence,,,Salesforce
9585130,,SIMON WILSON,,,sw.md@hotmail.com,,List import
11234196,Inactive Investor,Orlando Sierra,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",,,Salesforce
236737,, -,,[[Unknown]],susan@lastminutehomeworkhelp.com,,Paid Social
155499,,Damir Prcic,,[Unknown],damir.d.prcic@gmail.com,,
11138108,Inactive Investor,Jason Thurgood,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.thurgood@fidelity.com,,Salesforce
10800116,Inactive Investor,Maureen Baxter,,Commonwealth Financial Network,mbaxter@commonwealth.com,,Salesforce
10850478,Inactive Investor,Matthew Nimtz,,Citigroup Global Markets Inc.,matthew.nimtz@citi.com,,Salesforce
11035383,Inactive Investor,Hailey Kramer,,"Securian Financial Services, Inc.",hailey.trench@securian.com,,Salesforce
10790999,Inactive Investor,David Harkin,Chief Compliance Officer;Owner;Regulatory Contact,"Des Moines Investments, LLC",,,Salesforce
238435,,neer@netvigator.com Berchik,,[Unknown],neer@netvigator.com,,
9598232,,Frank Locatell,,,flocatell@dimeoschneider.com,,List import
11296085,,Cordarion Jones,,,manyhustles9@gmail.com,,Web Form Fillout
10907909,Inactive Investor,Shane Bueme,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",shane.bueme@schwab.com,,Salesforce
10756831,Inactive Investor,Lucas Mistretta,Senior Client Associate,UBS Financial Services Inc. Westfield NJ 109 N Ave W,lucas.mistretta@ubs.com,,Salesforce
343522,,Colleen Macpherson,Portfolio Manager,"Penobscot Investment Management Company, Inc.",cmacpherson@pimboston.com,617-227-3111,Manual List Upload
10868417,Inactive Investor,Ryan Morse,Wealth Advisor,Octavia Wealth Advisors LLC San Diego CA 7676 Hazard Center Dr,rmorse@octaviawa.com,,Salesforce
10945555,Inactive Investor,Duane Haley,,"Cambridge Investment Research, Inc. Carmel IN 1905 S New Market St",,,Salesforce
11044654,Inactive Investor,Janis Hofsass,,"Grove Point Investments, LLC Lutherville Timonium MD 2333 W Joppa Rd",,,Salesforce
2302109,,Tom Brucia,,,tbrucia@tax137.com,,
9603682,,Sagar Chouby,,,sagarchoubey968@gmail.com,,List import
9590975,,Jung Chu,,,jungsupchu777@gmail.com,,List import
9626900,,Jeffrey Bostic,,,bosticjeff8@gmail.com,,List import
340600,,Simon Brown,Co-founder,Lebaronbrown Holdings Llc,simon@lebaronbrown.com,212-841-8500,Manual List Upload
10916311,Inactive Investor,Robert McIntosh,Investment Advisor Representative,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",rmcintosh@nationallife.com,,Salesforce
11174266,Inactive Investor,Virginia Ryan,,LPL Financial LLC Minneapolis MN 7400 Metro Blvd,virginia.ryan@lpl.com,,Salesforce
10843027,Inactive Investor,Michael Domingo,Chief Compliance Officer;Founder;Managing Member;President,"Cadence Financial Advisors, LLC",mdomingo@cadenceadvisors.com,,Salesforce
11191393,Inactive Investor,Jeffrey Lasky,Vice President,"Latitude Advisors, LLC Northbrook IL 650 Dundee Rd",jlasky@latitudefinancial.net,,Salesforce
10506133,,Mary Thompson,Founder,ReFrame Financial Planning,mary@reframefp.com,667-228-9696,List import
10887230,Inactive Investor,Daniel Cain,Financial Consultant,Commonwealth Financial Network Shelton CT 680 Bridgeport Ave,dcain@commonwealth.com,,Salesforce
11012270,Inactive Investor,Efrain Estrada,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,efrain.estrada@primerica.com,,Salesforce
10844754,Inactive Investor,Brent Clabaugh,,Cetera Advisor Networks LLC Hanover PA 100 Filbert St,clabaughb@ceteranetworks.com,,Salesforce
11071045,Inactive Investor,David Israel,,Goldman Sachs & Co.,david.israel@gs.com,,Salesforce
9625127,,jae hyeong park,,,park82000@naver.com,,List import
11077818,Inactive Investor,Turner Bobbitt,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",turner.bobbitt@ml.com,,Salesforce
9598828,,george villhard,,,gjvillhard@gmail.com,,List import
11158484,Inactive Investor,Andrew Smith,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9617508,,Matthew Sauer,,,msauer@chaifetzgroup.com,,List import
113134,,Stephen Podnos,"Chief Compliance Officer, Chief Executive Officer, Managing Member, Regulatory Contact",Wealth Care LLC,steve@wealthcarellc.com,321-543-1099,
9557841,,Franck Mendy,,,terre-anga@hotmail.fr,,List import
11100540,Inactive Investor,Stanko Pavlovic,,PlanMember Securities Corporation Chicago IL 5901 N Cicero Ave,,,Salesforce
10861786,Inactive Investor,Craig Moore,Financial Advisor,Edward Jones Sierra Vista AZ 1236 E Fry Blvd,craig.moore@edwardjones.com,,Salesforce
10956907,Inactive Investor,Halden Jung,Associate,Neuberger Berman BD LLC,,,Salesforce
10919816,Inactive Investor,Arthur Cordre,,"FBL Marketing Services, LLC Great Bend KS 4210 8th St",neil.cordre@fbfs.com,,Salesforce
11174661,Inactive Investor,Susan Harper,,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",harper.susanna@principal.com,,Salesforce
11196857,Inactive Investor,David Brughelli,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11113681,Inactive Investor,Michael Klein,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10894946,Inactive Investor,Elaine Stansfield,Financial Professional,LPL Financial LLC Woburn MA 400 Tradecenter,elaine.stansfield@lpl.com,,Salesforce
11186252,Inactive Investor,Mark Kranz,Investment Advisor,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,mark.kranz@primerica.com,,Salesforce
9542895,,Brett Debari,,,brett.debari@transamerica.com,,List import
10756426,Inactive Investor,Timothy Martin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",timothy.martin@schwab.com,,Salesforce
11087012,Inactive Investor,Katie Regan,Financial Associate,Thrivent Investment Management Inc. Ames IA 2705 Northridge Pkwy,katie.j.regan@thrivent.com,,Salesforce
11042514,Inactive Investor,Ashley Willaert,Registered Client Service Associate,"Ameriprise Financial Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",ashley.willaert@ampf.com,,Salesforce
10922361,Inactive Investor,Mavis Bailow,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",mavis.bailow@schwab.com,,Salesforce
9631747,,Kirk Heywood,,,kirk.heywood@gmail.com,,List import
10989829,Inactive Investor,Owen Rimel,Investment Advisor,The Huntington Investment Company New Middletown OH 10409 Main St,owen.rimel@huntington.com,,Salesforce
9642419,,rahul kapoor,,,rahulisrock@yahoo.com,,List import
10834024,Inactive Investor,Daniel Monahan,Financial Advisor;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Alpharetta GA Private Residence,dmonahan@rwbaird.com,,Salesforce
11091846,Inactive Investor,Stanley Brault,,"First Command Brokerage Services, Inc. Fayetteville NC 2153 Valleygate Dr",sbrault@firstcommand.com,,Salesforce
231111,, -,,[[Unknown]],llomella@gmail.com,,Content
11118649,Inactive Investor,Caitlin Persson,Financial Advisor,LPL Financial LLC Charlottesville VA 408 E Market St,caitlin.persson@lpl.com,,Salesforce
9581831,,Philip Spear,,,philip.spear@valic.com,,List import
11006062,Inactive Investor,Ricardo Ayala,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,rjayala@ft.newyorklife.com,,Salesforce
11283913,,Raymond Speerbrecker,,,speerbreckerr@student.mville.edu,,Web Form Fillout
11141479,Inactive Investor,John Hose,Financial Advisor,"Madison Avenue Securities, LLC Greencastle PA 11414 Williamsport Pike",jmhose@madisonreps.com,,Salesforce
11093501,Inactive Investor,Justin Parker,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 931 N Plum Grove Rd",justin.a.parker@ampf.com,,Salesforce
9632549,,Steven Maide,,,smaide@keyclientfa.com,,List import
9572035,,Aaron Teitelbaum,,,ateitelbaum@juntocap.com,,List import
10944016,Inactive Investor,Marcy Maberry,,Cetera Advisors LLC Amarillo TX 2324 Lakeview Dr,marcy@ceteraadvisors.com,,Salesforce
9560555,,Tao Sun,,,seadirector@gmail.com,,List import
10920544,Inactive Investor,Christine Halchak,Financial Advisor,United Planners' Financial Services of America A Limited Partner Clearwater FL 2555 Enterprise Rd,,,Salesforce
9567276,,Ronald Lindquist,,,ronald.lindquist@voyafa.com,,List import
10805827,Inactive Investor,Charles Hogan,Financial Advisor,Morgan Stanley Spring TX 24 Waterway Ave,,,Salesforce
10864063,Inactive Investor,Brian Johnson,,State Farm VP Management Corp. Harrison AR 926 Hwy 62 65n,,,Salesforce
11174051,Inactive Investor,Markus Strauss,Group Practice Director,Thrivent Investment Management Inc. Victor NY 600 Fishers Station Dr,markus.strauss@thrivent.com,,Salesforce
348998,,Brian Connolly,"Managing Member, Class A",Millstreet Capital Management Llc,bconnolly@millstreet.com,617-939-0030,Manual List Upload
223834,,Steven Feldstein,Chief Compliance Officer And Managing Member,"Feldstein, Steven Dba Steven Feldstein & Associate",stevenf@financial-advisor.com,908-879-9559,Manual List Upload
10872368,Inactive Investor,Bryan Williams,,"Empower Financial Services, Inc Seven Hills OH Private Residence",bryan.williams@empower.com,,Salesforce
11144712,Inactive Investor,Eric Leibowitz,Senior Wealth Advisor,Belpointe Asset Management LLC Colts Neck NJ 283A State Rte 34,eric.leibowitz@belpointeasset.com,,Salesforce
10839117,Inactive Investor,Patrick Mahardy,,Commonwealth Financial Network Syracuse NY 443 N Franklin St,pmahardy@commonwealth.com,,Salesforce
10830483,Inactive Investor,Karmen Fross,,Cetera Advisors LLC Greensboro NC 400 Bellemeade St,,,Salesforce
11212449,Inactive Investor,Robert Fisher,Private Client Advisor,J.P. Morgan Securities LLC Arlington TX 500 E Border St,robert.fisher@jpmorgan.com,,Salesforce
210201,,Hui Pi,,[[Unknown]],hkpi1@yahoo.com,,Initial Salesforce Import
118742,,Thomas Peterson,Financial Advisor,Eagle Strategies LLC,tjpeterson@ft.newyorklife.com,708-386-7007,
1003514,Inactive Investor,Peter Ammon,CIO,University of Pennsylvania Endowment,peter.ammon@upenn.edu, +1 215 746 5320,3rd Party Lead Gen
10967675,Inactive Investor,Taylor Schilling,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11141993,Inactive Investor,John Grant,Client Relationship Specialist,Goldman Sachs & Co.,,,Salesforce
10969677,Inactive Investor,Chad Adams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10819029,Inactive Investor,Alexander Strek,Investment Advisor,"Clarkston Capital Partners, LLC Bloomfield Hills MI 91 W Long Lake Rd",,,Salesforce
10871084,Inactive Investor,Sakuntala Jayatilaka,,"Wells Fargo Clearing Services, LLC Savage MN 5705 Loftus Dr",,,Salesforce
10906093,Inactive Investor,Jacob Lopez,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10644434,,Peter Reinhart,,,pfr@ntrs.com,,List Import
10819907,Inactive Investor,James Evans,Managing Director,"Benjamin F. Edwards & Company, Inc. Germantown TN 3070 Forest Hill Irene Rd",bruce.evans@benjaminfedwards.com,,Salesforce
10980724,Inactive Investor,Carlton Davis,,Realm Investment Consulting LLC,,,Salesforce
9563638,,Stephanie Burks,,,askburks@burksfinancial.com,,List import
11103399,Inactive Investor,Marlan Nichols,,"Avantax Investment Services, Inc. Warner Robins GA 400 Corder Rd",,,Salesforce
11031350,Inactive Investor,Nicolas Curtis,Financial Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 314 Middle St",nicolas.curtis@ampf.com,,Salesforce
11146826,Inactive Investor,Joseph Vieira,,"Wells Fargo Advisors Financial Network, LLC Pompano Beach FL 7301 Wiles Rd",jvieira@wfafinet.com,,Salesforce
11104706,Inactive Investor,Annelise Gordon,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10863178,Inactive Investor,Howard Tischler,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",howard.tischler@nm.com,,Salesforce
9569440,,Annmarie Addeo,,,afaddeo@optonline.net,,List import
10991993,Inactive Investor,Mark Olsson,,"Cambridge Investment Research, Inc. Altoona IA 602 8th St SW",,,Salesforce
11199065,Inactive Investor,Charles Baker,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",bakerc@stifel.com,,Salesforce
345190,,Tyler Lang,Elected Manager,"Journey Advisory Group, Llc",tyler@pfgadvisor.com,859-888-0356,Manual List Upload
11093433,Inactive Investor,Russell Chaney,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",russell.b.chaney@wellsfargo.com,,Salesforce
10844677,Inactive Investor,Lily Li,Chief Compliance Officer;Senior Managing Director;Senior Partner,"Tigress Financial Partners, LLC",lli@tigressfp.com,,Salesforce
10971813,Inactive Investor,Mitchell Sosa,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,,,Salesforce
249174,,Tanner Currie,Software Developer,Key Value Solutions,tannercurrie@yahoo.com,,Manual List Upload
10884627,Inactive Investor,Donna Williams,Financial Advisor,"Osaic Institutions, Inc. South Windsor CT 1751 Ellington Rd",donna.williams@osaicinstitutions.com,,Salesforce
10915679,Inactive Investor,Sean Stallings,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
11011153,Inactive Investor,Alexander Johnson,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,ajohnson.4yrcj@primerica.com,,Salesforce
10753180,Inactive Investor,Daniel Monahan,Account Vice President;Financial Advisor,UBS Financial Services Inc. Wayzata MN 681 Lake St E,daniel.monahan@ubs.com,,Salesforce
122591,,Lorraine Fox,Director,"Aspiriant, Llc",lfox@aspiriant.com,,
9572059,,Craig Oney,,,craig.oney@53.com,,List import
11190823,Inactive Investor,Johanna Vargas,,J.P. Morgan Securities LLC San Jose CA 5393 Almaden Expy,johanna.vargas@jpmorgan.com,,Salesforce
1004421,Inactive Investor,Niclas Sandstrom,,Niclas Sandstrom,niclas@hilbertcapital.com,,3rd Party Lead Gen
334221,,Michele Ogrady,Vice President & CCO,Philosmith Capital Corporation,mogrady@philosmith.com,203-348-7365,Manual List Upload
10876743,Inactive Investor,Rosa Mickelson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11229714,Inactive Investor,Timothy Bonisteel,Assistant Vice President;Assistant Vice President - Compliance;Chief Compliance Officer,"Osaic FS, Inc. Hartford CT 350 Church St",tim.bonisteel@lfg.com,,Salesforce
10983995,Inactive Investor,Gaye Watkins,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,,,Salesforce
10980767,Inactive Investor,Breck Jacobs,Chief Compliance Officer;Managing Member;Principal,Jacobs Financial Group Sandy UT Private Residence,,,Salesforce
11081730,Inactive Investor,Jeffrey Jung,Chief Compliance Officer;Managing Member,"Turning Point Financial, LLC",,,Salesforce
11000454,Inactive Investor,David Filipski,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,david.filipski@primerica.com,,Salesforce
11263674,Inactive Investor,Jeremy Bryan,Senior Portfolio Manager,"Gradient Investments, LLC",jbryan@gradientinvestments.com,855-378-5225,Salesforce
10781997,Inactive Investor,Alexandra Essman,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,alexandra.essman@fidelity.com,,Salesforce
128236,,Keith Mckenzie,,"Hightower Advisors, Llc",kmckenzie@hightoweradvisors.com,,
9560698,,Robert Hardwick,,,bobbylloyd@yandex.com,,List import
11254937,Inactive Investor,Michael Whyte,Financial Advisor,Targeted Wealth Solutions Schertz TX Private Residence,mike@targetedwealthsolutions.com,,Salesforce
11191809,Inactive Investor,William Pae,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11060440,Inactive Investor,Jerry Hurt,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Phoenix AZ 3200 E Camelback Rd",jpaul.hurt@mutualofomaha.com,,Salesforce
353001,,Anjaneyulu Marempudi,CEO,EventVestor,anju@intellibusiness.com,,Event
10822080,Inactive Investor,Melinda South,Branch Technical Liaison;Senior Client Service Associate,"Raymond James & Associates, Inc. Valparaiso IN 1351 Silhavy Rd",melinda.south@raymondjames.com,,Salesforce
9633609,,Kofi Yeboah,,,kofyebs@gmail.com,,List import
11098687,Inactive Investor,Parker Brown,,Edward Jones Portland TX 1500 Wildcat Dr,parker.brown@edwardjones.com,,Salesforce
10828933,Inactive Investor,Todd Barnes,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",todd.barnes@raymondjames.com,,Salesforce
11118713,Inactive Investor,Tyler Masukawa,Senior Wealth Strategy Associate,UBS Financial Services Inc. Irvine CA 20 Pacifica,tyler.masukawa@ubs.com,,Salesforce
11127461,Inactive Investor,Andrew Sperry,,"Osaic Wealth, Inc. Roswell GA 10929 Crabapple Rd",,,Salesforce
44961,,John Erickson,Financial Consultant,Fidelity Personal and Workplace Advisors,john.erickson@fmr.com,800-452-9936,
231367,, -,,[[Unknown]],vauen1@gmail.com,,Organic Search
9642057,,michael wayne,,,waynedocny@yahoo.com,,List import
11057932,Inactive Investor,Eric Friedman,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Columbus OH 5025 Arlington Centre Blvd",eric.friedman@wfafinet.com,,Salesforce
10768391,Inactive Investor,Edward Buttner,,"Moors & Cabot, Inc.",bbuttner@moorscabot.com,,Salesforce
11123054,Inactive Investor,Benjamin Messmer,,LPL Financial LLC Rochester NY 1385 Lyell Ave,benjamin.messmer@lpl.com,,Salesforce
11221522,,Carrie Bellerby,,,carrie.bellerby@aew.com,,List Import
11013334,Inactive Investor,Hilda Barahona,,J.P. Morgan Securities LLC Naples FL 12585 Tamiami Trl E,hilda.barahona@jpmorgan.com,,Salesforce
10986705,Inactive Investor,Daniel Ragins,,"Sanctuary Securities, Inc.",dragins@sanctuarywealth.com,,Salesforce
11009039,Inactive Investor,Andrew Thurlow,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Las Vegas NV 2300 W Sahara Ave",andrew.thurlow@usbank.com,,Salesforce
11189971,Inactive Investor,Mindy Minarik Prins,,"Empower Financial Services, Inc Spartanburg SC Private Residence",mindy.minarik-prins@empower.com,,Salesforce
11097551,Inactive Investor,Jeffrey McCann,Vice President;Vice President - Technology,"McCann Wealth Strategies, Inc.",info@mccannwealthstrategies.com,,Salesforce
9603488,,Daniel Lee,,,niel1130@naver.con,,List import
10969092,Inactive Investor,Maribel Cruz,,J.P. Morgan Securities LLC Brooklyn NY 12 Graham Ave,maribel.cruz@chase.com,,Salesforce
224361,,Max Bradford,,Myself,psnicaragua@gmail.com,,Direct
10845181,Inactive Investor,Tammy Brown,Financial Consultant,Thrivent Investment Management Inc. Bowling Green KY Private Residence,tammy.brown@thrivent.com,,Salesforce
11099015,Inactive Investor,Beth Estabrook,Investment Advisor Representative,Founders Financial Securities LLC Lutherville Timonium MD 10 Gerard Ave,beth@foundersfinancial.com,,Salesforce
10832820,Inactive Investor,Matthew Cannata,General Counsel;Secretary;Senior Vice President,Income Research + Management Boston MA 100 Federal St,mcannata@incomeresearch.com,,Salesforce
9552955,,Steve Mac,,,steve@kompaktmedia.com,,List import
7375012,,Theodore Meche,,,theomeche65@gmail.com,,Web Form Fillout
10877181,Inactive Investor,Nathan Zoromski,Financial Advisor,Edward Jones Springfield MO 1730 E Republic Rd,nathan.zoromski@edwardjones.com,,Salesforce
11024747,Inactive Investor,Lyle Back,Financial Advisor,Edward Jones Rock Hill SC 452 Lakeshore Pkwy,lyle.back@edwardjones.com,,Salesforce
10880113,Inactive Investor,Joseph Dailey,Private Client Advisor,J.P. Morgan Securities LLC Nyack NY 49 Rte 59,joseph.s.dailey@jpmorgan.com,,Salesforce
10958396,Inactive Investor,Stephen Hilles,Relationship Banker,J.P. Morgan Securities LLC New Baltimore MI 27100 23 Mile Rd,stephen.hilles@chase.com,,Salesforce
11036987,Inactive Investor,William Francescani,,J.P. Morgan Securities LLC,,,Salesforce
11187100,Inactive Investor,Grace Lopez-Williams,,"Avantax Investment Services, Inc. Norcross GA 5195 Jimmy Carter Blvd",,,Salesforce
248155,,Yusuke Takeichi,Vice President,Mizuho,yusuke.web3@gmail.com,,Manual List Upload
10821046,Inactive Investor,Cheryl Chin,Founder,Stone Securities Inc.,,,Salesforce
11100574,Inactive Investor,Harrison Tighe,,State Farm VP Management Corp. Birmingham AL 2807 Wisteria Dr,,,Salesforce
10930809,Inactive Investor,Justin Crawford,Chief Operating Officer;Director,Dew Wealth Management,,,Salesforce
11005153,Inactive Investor,Francois-Xavier Chenhalls-Walker,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,francois-xavier.chenhalls-walker@fidelity.com,,Salesforce
10908942,Inactive Investor,Alexander Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10887895,Inactive Investor,Kenneth George,,Cetera Advisor Networks LLC Elkins WV 104 3rd St,,,Salesforce
11026985,Inactive Investor,Randy Weaver,,"Allstate Financial Services, LLC Peachtree City GA 604 Crosstown Dr",randyweaver@allstate.com,,Salesforce
10954050,Inactive Investor,Tunde Williams,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10888067,Inactive Investor,Ryan Spracklin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Palm Beach FL 501 S Flagler Dr",ryan.spracklin@schwab.com,,Salesforce
9590354,,Paul Pariser,,,ppariser@tacon.com,,List import
9550907,,Marcus Luckeneder,,,marcus.luckeneder@lfg.com,,List import
11208039,Inactive Investor,Erin Wilmer,,"CreativeOne Securities, LLC Pensacola FL Private Residence",ewilmer@c1s.net,,Salesforce
11109890,Inactive Investor,Jay Fields,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",jay.fields@ml.com,,Salesforce
11140437,Inactive Investor,Craig Stearns,,Commonwealth Financial Network Westport CT 8 Wright St,,,Salesforce
11125472,Inactive Investor,Robert Chadwick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11009035,Inactive Investor,Jonathan Bass,,TD Private Client Wealth LLC Fort Lauderdale FL 5900 N Andrews Ave,jonathan.bass@td.com,,Salesforce
11217562,,Jason Berve,,,jason.berve@ampf.com,,Other
9640077,,David Chiu,,,david@chungyuen.com.hk,,List import
10885355,Inactive Investor,Zachary Rucki,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Warwick RI 50 W Shore Rd",zachary.rucki@ml.com,,Salesforce
11212071,Inactive Investor,Alex Bigelow,Branch Manager;Managing Director;Market Director,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
11050769,Inactive Investor,Wayne Glenn,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,wayne.glenn@lpl.com,,Salesforce
98736,,Benjamin Ottenhoff,,Individual Investor,benottenhoff@gmail.com,17082278601,Organic Search
9573675,,Kristan Preston,,,kpreston@sequoia-financial.com,,List import
11190534,Inactive Investor,Spencer Scherer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11126753,Inactive Investor,Eric Monroe,,"APW Capital, Inc. Garden City NY 300 Garden City Plz",,,Salesforce
10885245,Inactive Investor,Kerigan Murphy,Registered Client Service Associate,Morgan Stanley Grand Blanc MI 2430 E Hill Rd,,,Salesforce
9587012,,rodger fairey,,,rodger_ff@hotmail.com,,List import
9633182,,christian corso,,,ctcorso17@gmail.com,,List import
184217,,Amanda Abdoo,CCO & Shareholder,Novem Group,aabdoo@americanportfolios.com,5853489513,
11166913,Inactive Investor,Garth Williams,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,,,Salesforce
11182857,Inactive Investor,Anthony Adams,,State Farm VP Management Corp. Newark OH 1248 W Main St,tony.adams.mo3j@statefarm.com,,Salesforce
11033074,Inactive Investor,John Baxter,Assistant Vice President;Retirement Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",john.p.baxter@wellsfargoadvisors.com,,Salesforce
9631627,,gina jin,,,1462308684@qq.com,,List import
9644255,,Jason Cohn,,,jason.cohn@raymondjames.com,,List import
10796725,Inactive Investor,Jan Pickle,,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,jan.pickle@ubs.com,,Salesforce
11102290,Inactive Investor,Jennifer Jervis Babish,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",jennifer.babish@ml.com,,Salesforce
10853128,Inactive Investor,Brian McQueeney,Financial Advisor,LPL Financial LLC South Windsor CT 85 Felt Rd,brian.mcqueeney@lpl.com,,Salesforce
10616158,,David Mckeown,,,david.mckeown@jpmorgan.com,,List Import
10614855,,Salvatore Vitale,"Financial Advisor, Financial Planning Specialist, Vice President - Wealth Management",,salvatore.p.vitale@morganstanley.com,,List Import
7703210,,Lora Helton,,,lorajhelton@dayrep.com,,Web Form Fillout
10863981,Inactive Investor,Clyde McFadden,,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
9550671,,Thomas Hanly,,,tfhanly@gmail.com,,List import
10612882,,Richard Hutton,"Senior Financial Advisor, Senior Vice President",,j.hutton@ml.com,,List Import
10656346,,Deon Frieri,,,deon.frieri@wellsfargoadvisors.com,,List Import
10961177,Inactive Investor,Pamela Powell,,PFS Investments Inc. Little Rock AR 10201 W Markham St,pamelaa.powell@primerica.com,,Salesforce
10770013,Inactive Investor,Terrell Akins,,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",terrell.akins@valic.com,,Salesforce
11142488,Inactive Investor,Anthony Fernandez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",anthony.fernandez@schwab.com,,Salesforce
347456,,Tonilynn Brown,Support Staff,Piermani Charles J Associates,tbrown@wlmckernan.com,610-275-7544,Manual List Upload
9549632,,John Hall,,,mike.hall@suntrust.com,,List import
11164048,Inactive Investor,Shaun Bird,Financial Advisor,Edward Jones Silver City NM 106 W 13th St,shaun.bird@edwardjones.com,,Salesforce
11095683,Inactive Investor,Oliver Cragan,Advisor,"Moneta Group Investment Advisors, LLC Worcester MA 1 Mercantile St",ocragan@monetagroup.com,,Salesforce
11161233,Inactive Investor,Lois Wolfslau,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boulder City NV Private Residence,lois.c.wolfslau@morganstanley.com,,Salesforce
10779512,Inactive Investor,Mert Gilbert,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Naples FL 850 Park Shore Dr,mgilbert@janney.com,,Salesforce
10931753,Inactive Investor,Dale Guidry,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11189914,Inactive Investor,Kimberlee Fogg,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 301 E Market St",kimberlee_fogg@ml.com,,Salesforce
11163507,Inactive Investor,Brooke Gamble,,Vanguard Marketing Corporation,brooke_gamble@vanguard.com,,Salesforce
11002221,Inactive Investor,Corbett Yarbrough,,Cetera Advisor Networks LLC Jacksonville FL 10199 Southside Blvd,,,Salesforce
11037287,Inactive Investor,Andrew Gauldin,Financial Advisor;Financial Planning Specialist,Morgan Stanley Winchester VA 519 W Jubal Early Dr,andrew.gauldin@morganstanley.com,,Salesforce
321756,,Quan Deng,coin,feedvhuv,260851010@qq.com,18886458243,Manual List Upload
11166220,Inactive Investor,Ilun Sung,,Morgan Stanley,,,Salesforce
9546635,,Rayna Elmendorf,,,relmendorf@sagepointadvisor.com,,List import
9618840,,pi kwadrat,,,pikwadrat@onet.pl,,List import
215646,,Suntharalingam Veluppillai,,[Unknown],vlingam@gmail.com,,Organic Search
333805,,Loury Bun,Receptionist,"Matson Financial Advisors, Inc.",loury@matsonfinancialadvisors.com,203-743-0131,Manual List Upload
11095758,Inactive Investor,Chase Perry,Partner;Wealth Manager,Beaird Harris,chasep@bh-co.com,,Salesforce
339935,,Ryan Rink,Manager,Two West Capital Advisors Llc,rink@twowestadvisors.com,913-825-1722,Manual List Upload
11043125,Inactive Investor,Alessia Gotardi Wanderley,,J.P. Morgan Securities LLC Portland OR 13645 NW Cornell Rd,alessia.gotardi-wanderley@jpmorgan.com,,Salesforce
10897158,Inactive Investor,Alexandra Worts,,"Ameriprise Financial Services, LLC New York NY 200 W 41st St",alexandra.worts@ampf.com,,Salesforce
11112279,Inactive Investor,Alexis Crawford,,D.A. Davidson & Co. Colorado Springs CO 121 S Tejon St,,,Salesforce
11162521,Inactive Investor,Maria Bekas,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,mbekas@ft.newyorklife.com,,Salesforce
11238402,Inactive Investor,Vera Kelsey-Watts,,Saltbox Financial LLC,vera@saltboxfinancial.co,,Salesforce
11111826,Inactive Investor,Vanessa Wagner,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,vanessa.wagner@ubs.com,,Salesforce
346339,,Alan Marantz,Managing Director,"Fort, L.p.",amarantz@fortlp.com,301-986-6940,Manual List Upload
11089633,Inactive Investor,John Stoller,,"Vanderbilt Securities, LLC Walnut Creek CA 190 N Wiget Ln",,,Salesforce
10973641,Inactive Investor,Adam Fliehman,,LPL Financial LLC Grand Rapids MI 4981 Cascade Rd SE,adam.fliehman@lpl.com,,Salesforce
11220395,,Shelley Simms,,,ssimms@xponance.com,,Other
9545945,,HYUN KWON,,,netzzimedia@gmail.com,,List import
10913294,Inactive Investor,Heather Alber,,"Raymond James Financial Services, Inc. Grandville MI 4056 56th St SW",heather.alber@raymondjames.com,,Salesforce
9612058,,Matisse Goby,,,matisse-77@hotmail.fr,,List import
6304998,,Brian Kebschull,,,kebschulls@gmail.com,6617554994,Web Form Fillout
229140,, -,,[[Unknown]],languagearts76@msn.com,,
9632292,,reza saadlou,,,reza@atlascap.io,,List import
141953,,Celine Pastore,,"SimplePath Wealth Management, LLC",celine@simplepathretirement.com,727-304-6000,
228989,, -,,[[Unknown]],paulbickley@icloud.com,,
10779793,Inactive Investor,Jesse Boyd,Senior Consultant;Senior Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",jesse_boyd@ml.com,,Salesforce
11229071,Inactive Investor,Omar Abdallah,,Edward Jones Lacey WA 4520 Intelco Loop SE,,,Salesforce
9615054,,Greg Scott,,,scottg1018@gmail.com,,List import
10924122,,Zachary Harris,,,harris@grayscale.com,,List Import
11168831,Inactive Investor,William Artmann,,United Planners' Financial Services of America A Limited Partner Jackson MS 1880 Lakeland Dr,,,Salesforce
11041471,Inactive Investor,Brooks Gaster,,Fidelity Brokerage Services LLC,brooks.gaster@fidelity.com,,Salesforce
9639571,,John Lescure,,,john.lescure@peoples.com,,List import
9613281,,KENNETH FROEHLICH,,,frodomocho@yahoo.com,,List import
11166309,Inactive Investor,Kush Malhotra,Managing Director,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,,,Salesforce
103053,,Jacob Cosme,,Zycada Networks,jakexcosme@gmail.com,4086699600,Organic Search
10955526,Inactive Investor,Kevin Johnson,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Crown Point IN 10440 Broadway",kevin.johnson@benjaminfedwards.com,,Salesforce
11203479,Inactive Investor,Erik Aanonson,Financial Associate,Thrivent Investment Management Inc. Johnston IA 5404 NW 88th St,erik.aanonson@thrivent.com,,Salesforce
10793975,Inactive Investor,Stephen Elcock,Associate Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",stephen.elcock@ml.com,,Salesforce
11166014,Inactive Investor,Jonathon Bowker,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Rockford IL 2601 Reid Farm Rd,jbowker@rwbaird.com,,Salesforce
227552,, -,,[Unknown],cristiangood7@gmail.com,,
10901080,Inactive Investor,Amy Franklin,,Fidelity Brokerage Services LLC Kannapolis NC Private Residence,amy.dineen@fmr.com,,Salesforce
11205007,Inactive Investor,John Wyker,Branch Manager,"Raymond James & Associates, Inc. Decatur AL 123 Lee St NE",john.wyker@raymondjames.com,,Salesforce
10763376,Inactive Investor,Russell Mansfield,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",russell.mansfield@rbc.com,,Salesforce
10960507,Inactive Investor,Kaley Youngcourt,Client Service Associate,UBS Financial Services Inc. Westport CT 8 Wright St,kaley.youngcourt@ubs.com,,Salesforce
11150443,Inactive Investor,Sydney Gilbert,Private Wealth Management Analyst,Morgan Stanley Miami FL 200 S Biscayne Blvd,sydney.gilbert@morganstanley.com,,Salesforce
11230097,Inactive Investor,Judith Barnett,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",judith.barnett@schwab.com,,Salesforce
11077133,Inactive Investor,Frederic Schrodt,,"World Equity Group, Inc. Westport NY Private Residence",,,Salesforce
11033502,Inactive Investor,Andrew Thiermann,,"MML Investors Services, LLC San Francisco CA 1 California St",,,Salesforce
10998999,Inactive Investor,Michael Brunner,Regional Supervising Manager,The Huntington Investment Company,,,Salesforce
10944184,Inactive Investor,Austin Hon,Chief Compliance Officer;Financial Planner;Founder;President;Wealth Advisor,Momentum Private Wealth Management,,,Salesforce
10759630,Inactive Investor,Sean Smith,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",sean.smith@schwab.com,,Salesforce
9547401,,Hannah Barnes,,,hbarnes@stratoswp.com,,List import
10603725,,Matthew Pelz,"Co-Chief Investment Officer, Partner, Senior Advisor",Bridgewater Advisors Inc.,mpelz@bridgewateradv.com,,List Import
9639465,,Denise Nichols,,,denise.nichols@hamptonu.edu,,List import
10871112,Inactive Investor,David Lammert,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",dglammert@firstcommand.com,,Salesforce
10459961,,John Bettinger,,,bettingers1@yahoo.com,,Web Form Fillout
10871677,Inactive Investor,James Priest,,Cetera Financial Specialists LLC Dayton OH Private Residence,james.priest@ceterafs.com,,Salesforce
10960273,Inactive Investor,Camilo Urquijo Jimenez,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
10946010,Inactive Investor,Michael Anderson,Partner;Principal;Senior Wealth Manager,"True North Advisors, LLC",manderson@truenorthadvisors.com,,Salesforce
10859162,Inactive Investor,Joseph Drury,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Greenwood IN 3209 W Smith Valley Rd",joseph.drury@ampf.com,,Salesforce
9608405,,Jung Kim,,,jungjkim@outlook.com,,List import
10845714,Inactive Investor,Maria Wilder,,"Raymond James Financial Services, Inc. Miami FL 2100 Ponce De Leon Blvd",maria.wilder@raymondjames.com,,Salesforce
11130089,Inactive Investor,Nigel Upton,Chief Compliance Officer;Financial Advisor;Managing Member;Principal,Pinnacle Financial Freedom LLC,,,Salesforce
10777614,Inactive Investor,Carmen Gibson,,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,carmen.gibson@ubs.com,,Salesforce
10970601,Inactive Investor,Jocelyn Espinosa,,Fidelity Brokerage Services LLC Geneva IL 987 Randall Rd,jocelyn.espinosa@fmr.com,,Salesforce
10752592,Inactive Investor,Dawn Parrino,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,dawn.parrino@fidelity.com,,Salesforce
11159844,Inactive Investor,Annelizbeth Rogers,Client Service Officer;Investment Analyst;Senior Vice President,Azimuth Wealth Advisors,,,Salesforce
10648347,,Brad Bjorklund,,,brad.bjorklund@fmr.com,,List Import
9618518,,Aleksanteri Seppala,,,sseppala@kiitos.com,,List import
10907265,Inactive Investor,Mark Ellman,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",mark.ellman@lfg.com,,Salesforce
10861357,Inactive Investor,Michael Mandrell,,State Farm VP Management Corp. Decatur IL 1212 E Pershing Rd,mike.mandrell.g0nx@statefarm.com,,Salesforce
9622792,,Mike Snavely,,,mcs@bnin.net,,List import
10660000,,Scott Johnson,,,sjohnson4@farmersagent.com,,List Import
193571,,Douglas Roehrig,,Winningjob,winningjob@yahoo.com,,
10913820,Inactive Investor,Christine Pipes,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,christine.oyler@fidelity.com,,Salesforce
9604104,,JOE BOWMAN,,,joe.bowman@itwgtr.com,,List import
203430,,Donald Jin,,[Unknown],jind10@hotmail.com,,Organic Search
10818812,Inactive Investor,Suzanne Latour,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",suzanne.latour@raymondjames.com,,Salesforce
10913235,Inactive Investor,Gerhart Kloiber,Partner;Wealth Manager,Creative Planning,gerhart.kloiber@creativeplanning.com,,Salesforce
10983496,Inactive Investor,Ryan Potrikus,,J.P. Morgan Securities LLC Chicago IL 3032 N Clark St,ryan.potrikus@chase.com,,Salesforce
10783877,Inactive Investor,David Dellastua,,"Capitol Securities Management, Inc. Rochester NY 706 East Ave",ddellastua@capitolsecurities.com,,Salesforce
10964318,Inactive Investor,Michael Vergari,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,michael.vergari@fmr.com,,Salesforce
10957439,Inactive Investor,Jacqueline Stacey,,"Cambridge Investment Research, Inc. Mason OH 8118 Corporate Way",jacqueline.stacey@cambridgesecure.com,,Salesforce
10790443,Inactive Investor,Ricardo Montejano,,"Kestra Investment Services, LLC Calabasas CA 23622 Calabasas Rd",,,Salesforce
11194942,Inactive Investor,Steven Menendez,Financial Advisor,"Wells Fargo Clearing Services, LLC Pinehurst NC 110 Turnberry Way",steven.menendez@wellsfargoadvisors.com,,Salesforce
1006123,Inactive Investor,Anthony Lee,,PAR Capital,anthony.ty.lee@gmail.com,,3rd Party Lead Gen
10803236,Inactive Investor,Veronica Weir,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",veronica.weir@ml.com,,Salesforce
10769367,Inactive Investor,Millard Coleman,Financial Advisor,"Voya Financial Advisors, Inc. Holland MI Private Residence",millard.coleman@voya.com,,Salesforce
11026945,Inactive Investor,Joseph Ledgerwood,Director - Equity Research;Principal,"RVK, Inc. Portland OR 1211 SW 5th Ave",,,Salesforce
11144881,Inactive Investor,James Detterick,Director - Corporate Client Group;Institutional Consulting Director;Managing Director;Stock Plan Director,Morgan Stanley Carbondale CO Private Residence,jim.detterick@morganstanley.com,,Salesforce
11042331,Inactive Investor,Richard Keenan,Financial Advisor,"Raymond James & Associates, Inc. Austin TX 1608 W 5th St",richard.keenan@raymondjames.com,,Salesforce
11186833,Inactive Investor,Eric Checketts,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,eric.checketts@fidelity.com,,Salesforce
10481551,,Damian Szura,,,damsz4444@gmail.com,,Web Form Fillout
9635210,,Rose Easton,,,rose.easton@investecmail.com,,List import
11205406,Inactive Investor,Zachary Tracey,Financial Advisor,"Wells Fargo Clearing Services, LLC Glastonbury CT 180 Glastonbury Blvd",zachary.w.tracey@wellsfargoadvisors.com,,Salesforce
10979992,Inactive Investor,Joseph Dias,Financial Advisor,LPL Financial LLC Greer SC 304 N Main St,joseph.dias@lpl.com,,Salesforce
9573031,,Matthew Geherin,,,mgeherin@massmutual.com,,List import
10990468,Inactive Investor,Jocelyn Ffriend,,Cetera Advisor Networks LLC New Rochelle NY 276 Overlook Rd,,,Salesforce
11086848,Inactive Investor,Jonathan Greenfield,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",jon.greenfield2@ml.com,,Salesforce
10818844,Inactive Investor,Sherry Oliver,,Fidelity Brokerage Services LLC,sherry.stinsonoliver@fmr.com,,Salesforce
10801916,Inactive Investor,Patricia Roers,,LPL Financial LLC Fargo ND 215 5th St N,patricia.roers@lpl.com,,Salesforce
9642636,,Sents'o Ramochela,,,sramochela@yahoo.com,,List import
10935130,Inactive Investor,Teresa Brazier,,"Osaic Wealth, Inc. Chattanooga TN 2120 Northgate Park Ln",,,Salesforce
11110833,Inactive Investor,Michael Tutino,Senior Client Associate,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",michael.tutino2@wellsfargo.com,,Salesforce
11229784,Inactive Investor,Jaxon Merrill,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",,,Salesforce
10911479,Inactive Investor,Daniel Clement,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,daniel.clement@primerica.com,,Salesforce
10828413,Inactive Investor,John McCarthy,,LPL Financial LLC Waltham MA 51 Sawyer Rd,jack.mccarthy@lpl.com,,Salesforce
1004156,Inactive Investor,Kristoffer Nystroem,,Kristoffer Nystroem,kristoffer.nystroem@bitcoinsuisse.ch,,3rd Party Lead Gen
10850875,Inactive Investor,Steven Shepard,,"MML Investors Services, LLC Old Greenwich CT 1700 E Putnam Ave",,,Salesforce
10890228,Inactive Investor,Anthony Harris,Financial Advisor,Edward Jones Morris MN 712 Atlantic Ave,anthony.harris@edwardjones.com,,Salesforce
11222541,,David Ventura,,,david.ventura@merceradvisors.com,,List Import
10932933,Inactive Investor,Tyson Schrecengost,Financial Advisor;Market Developer,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,tyson.schrecengost@thrivent.com,,Salesforce
9593395,,Raymond Adkins,,,radkins2631@hotmail.com,,List import
11206281,Inactive Investor,Joseline Triunfo,,PFS Investments Inc. Union NJ 1767 Morris Ave,joseline.triunfo@primerica.com,,Salesforce
11221711,,Chad Wanger,,,cwanger@gillinvest.com,,List Import
11186697,Inactive Investor,Barry Swartz,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
11014600,Inactive Investor,Bruce Betts,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,bbetts@ft.newyorklife.com,,Salesforce
11181053,Inactive Investor,Amy Lucero,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,akohlman@ft.newyorklife.com,,Salesforce
11067612,Inactive Investor,Arnoud Morsink,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,arnoud.morsink@primerica.com,,Salesforce
5726549,,Zeeynabaa huseen adami,,,boontuhussein@gmail.com,,Web Form Fillout
10925631,Inactive Investor,Max Gledhill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10614458,,Spencer Friedman,Financial Advisor,,spencer_friedman@glic.com,,List Import
10824888,Inactive Investor,Brian Hartl,Financial Associate,Thrivent Investment Management Inc. Sturgeon Bay WI 160 S Madison Ave,brian.hartl@thrivent.com,,Salesforce
11157595,Inactive Investor,Bridget Reber,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11211304,Inactive Investor,Tonia Hammond,Premier Banker;Relationship Banker,"Wells Fargo Clearing Services, LLC Loganville GA 4779 Atlanta Hwy",tonia.l.hammond@wellsfargo.com,,Salesforce
10900573,Inactive Investor,Kyle Stone,Financial Advisor,Edward Jones Jupiter FL 390 Tequesta Dr,kyle.stone@edwardjones.com,,Salesforce
10911365,Inactive Investor,Dominic Alto,,Thornburg Securities Corporation,dalto@thornburg.com,,Salesforce
11015592,Inactive Investor,James Hendricks,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",james.hendricks@nm.com,,Salesforce
9579208,,Chelsea Bartolotta,,,cbartolotta@novemgroup.com,,List import
11211659,Inactive Investor,John Cobb,,"Pruco Securities, LLC. West Deptford NJ 935 Kings Hwy",john.cobb@prudential.com,,Salesforce
9628082,,Zeferis Herrera-Cruz,,,zeferis@gmail.com,,List import
10802846,Inactive Investor,Paul Franco,,"Osaic Wealth, Inc. Colorado Springs CO 1910 Vindicator Dr",,,Salesforce
9607301,,Edward Fitzgerald,,,wfitzgerald@exeterpg.com,,List import
5457,, -,,[[Unknown]],aljkirk@yahoo.com,,Initial Salesforce Import
9591291,,Alex Karei,,,heykarei@gmail.com,,List import
9565354,,Thomas Ohanesian,,,thomas.ohanesian@idawealth.com,,List import
10937743,Inactive Investor,Andre Mariette,,PFS Investments Inc. Phoenix AZ 2633 E Indian School Rd,andre.mariette@primerica.com,,Salesforce
11202626,Inactive Investor,Bradley Ely,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,bradley.ely@fidelity.com,,Salesforce
224676,,Daniel Hernandez,,[Unknown],optimumtheaters@gmail.com,,Webinar
11043337,Inactive Investor,Douglas Steiner,,State Farm VP Management Corp. El Cajon CA 2456 Fletcher Pkwy,,,Salesforce
10790101,Inactive Investor,Patricia Atiemo,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",patricia.atiemo@tiaa.org,,Salesforce
11107731,Inactive Investor,Thomas Salemy,Consultant;Managing Director,"Marquette Associates, Inc.",tsalemy@marquetteassociates.com,,Salesforce
10842536,Inactive Investor,Brent McKellar,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Royal Oak MI 418 N Main St",brent.mckellar@tiaa.org,,Salesforce
9616185,,Lombardo Nick,,,nicholas.lombardo@citi.com,,List import
9583333,,Jerry Reimers,,,jreimers@royalaa.com,,List import
11171966,Inactive Investor,John Saulpaw,,"Allstate Financial Services, LLC Saint George UT 230 N 1680 E",codysaulpaw@allstate.com,,Salesforce
10950238,Inactive Investor,Salvatore Azzolino,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Burlingame CA 1430 Chapin Ave,salvatore.azzolino@jpmorgan.com,,Salesforce
11100376,Inactive Investor,Sean Kyle,Senior Wealth Manager,"Plancorp, LLC",sean@plancorp.com,,Salesforce
10820566,Inactive Investor,Angela Baggett,Financial Advisor,United Planners' Financial Services of America A Limited Partner Eau Claire WI 2523 W Folsom St,,,Salesforce
225432,,Karl Hess,,[Unknown],kdhess@gmail.com,,Webinar
10782674,Inactive Investor,Lydia Sheckels,Chief Investment Officer;Managing Board;Member;Vice President,Wescott Financial Advisory Group LLC,lsheckels@wescott.com,,Salesforce
11126938,Inactive Investor,Matthew Lipscomb,Senior Vice President,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,matthew_lipscomb@glic.com,,Salesforce
10818922,Inactive Investor,Lisa Cannon,Financial Advisor,Edward Jones Gautier MS 4321 Gautier Vancleave Rd,lisa.cannon@edwardjones.com,,Salesforce
11007572,Inactive Investor,Sagar Thakkar,,Cetera Financial Specialists LLC Naperville IL Private Residence,,,Salesforce
10793702,Inactive Investor,Cliff Mead,,GRB Financial LLC,,,Salesforce
11079274,Inactive Investor,Jason Coules,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jason.coules@equitable.com,,Salesforce
11206681,Inactive Investor,Matthew Difilippo,Financial Advisor,Edward Jones Dayton OH 2149 N Fairfield Rd,matt.difilippo@edwardjones.com,,Salesforce
10962074,Inactive Investor,Dalton Bartholomew,Associate;Branch Manager,Edward Jones Spartanburg SC Private Residence,,,Salesforce
10952506,Inactive Investor,Carter Kelly,Investment Consultant,"Charles Schwab & Co., Inc. New York NY 915 Broadway",,,Salesforce
10923510,Inactive Investor,Kyle Black,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11164670,Inactive Investor,Daniel Kiashek,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",daniel.kiashek@ml.com,,Salesforce
10943529,Inactive Investor,Zachary Luneau,,Edward Jones Alexandria LA 5902 Provine Pl,,,Salesforce
10854513,Inactive Investor,Charles Owston,Investment Advisor Representative,American Financial Advisors Inc,cowston@afadvisors.com,,Salesforce
11050792,Inactive Investor,Walter Anderson,,LPL Financial LLC Baton Rouge LA 5145 Bluebonnet Blvd,michael.andersonjr@lpl.com,,Salesforce
10656497,,Karen Finerman,,,karen.finerman@wellsfargoadvisors.com,,List Import
9616927,,Charles Rickers,,,ccr3vt@gmail.com,,List import
10889421,Inactive Investor,Kristopher Kaufmann,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kristopher.kaufmann@schwab.com,,Salesforce
248759,,Christine Fullerton,Controller,Paysafe Ltd,christine.fullerton@paysafe.com,,Manual List Upload
10815337,Inactive Investor,Sarah Stratton,Financial Advisor;Senior Vice President,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,sarah.stratton@morganstanley.com,,Salesforce
10918283,Inactive Investor,Aaron Klemm,,"IFP Securities, LLC Belmont MI 2350 Belmont Center Dr NE",,,Salesforce
9590617,,Thomas Esch,,,tomesch1981@gmail.com,,List import
10785903,Inactive Investor,Kristofer Lyons,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",kristofer.lyons@schwab.com,,Salesforce
10800455,Inactive Investor,Kyle Viehl,Financial Professional,LPL Financial LLC Maryville IL Private Residence,kyle.viehl@lpl.com,,Salesforce
11051069,Inactive Investor,Sandra Chater,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 23405 N Scottsdale Rd",s.chater@wfadvisors.com,,Salesforce
217486,,Michael Barolsky,,[Unknown],michael.barolsky@usbank.com,,
10859618,Inactive Investor,Anthony White,,State Farm VP Management Corp. Fairview Heights IL 10005 Old Lincoln Trl,,,Salesforce
10932264,Inactive Investor,Dennis Gorski,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",,,Salesforce
9646515,,Chris Bruppacher,,,chris.bruppacher@vyoma.ch,,List import
11108003,Inactive Investor,Amy Mclandress,Advisor,"SeaCrest Wealth Management, LLC",,,Salesforce
11055172,Inactive Investor,Ian Rinde,,Fidelity Brokerage Services LLC Henderson NV 27 Candlewyck Dr,,,Salesforce
10799615,Inactive Investor,Timothy Potjer,,NYLIFE Securities LLC Byron Center MI 2555 84th St SW,tpotjer@ft.newyorklife.com,,Salesforce
11076114,Inactive Investor,Jasen Kennedy,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10913233,Inactive Investor,Ryan Rountree,,J.P. Morgan Securities LLC San Ramon CA 3104 Crow Canyon Pl,ryan.rountree@jpmorgan.com,,Salesforce
10875067,Inactive Investor,Francine Pizzimenti,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
11148907,Inactive Investor,Payne Fama,,"Wells Fargo Advisors Financial Network, LLC San Francisco CA 505 Montgomery St",,,Salesforce
10938773,Inactive Investor,Michael Whitney,,LPL Financial LLC Albany NY 80 Wolf Rd,,,Salesforce
10777477,Inactive Investor,Brian Cumberland,Director - Alternative Investments;Financial Advisor,Morgan Stanley New York NY 399 Park Ave,brian.cumberland@morganstanley.com,,Salesforce
10812128,Inactive Investor,Terry Swartzentruber,Financial Advisor;Vice President,Morgan Stanley Stroudsburg PA 701 Main St,terry.swartzentruber@morganstanley.com,,Salesforce
11255316,Inactive Investor,William James,Financial Advisor,"Independent Advisor Alliance, LLC Clemmons NC 2625 Neudorf Rd",,,Salesforce
9585575,,Albert Yu,,,ayu@federatedinv.com,,List import
10874997,Inactive Investor,Cory Walton,Financial Advisor,LPL Financial LLC Miami FL 5251 SW 64th Ave,cory.walton@lpl.com,,Salesforce
9629819,,Windzer Pierre-Louis,,,windzerp@gmail.com,,List import
10987402,Inactive Investor,Aya Boulett,,J.P. Morgan Securities LLC West Linn OR 1875 Blankenship Rd,,,Salesforce
11102543,Inactive Investor,Jason Free,,LPL Financial LLC Lee MA 76 Park St,jason.free@lpl.com,,Salesforce
11111405,Inactive Investor,Patrick Tyrone,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11128794,Inactive Investor,Yana Sytay,,PFS Investments Inc. Roseville CA 1200 Melody Ln,ysytay@primerica.com,,Salesforce
10810486,Inactive Investor,Franz Amussen,Investment Advisor;Managing Member;Portfolio Manager,Iron Gate Global Advisors,franz@igga.com,,Salesforce
11013685,Inactive Investor,Allan Krolikowski,,"Allstate Financial Services, LLC Springville NY 14 N Buffalo St",allankrolikowski@allstate.com,,Salesforce
10657626,,Carol Blunk,,,carol.blunk@morganstanley.com,,List Import
9564984,,Matt Maloney,,,matt@fireblocks.com,,List import
9628816,,Alex Leonard,,,boleonard2@gmail.com,,List import
10771661,Inactive Investor,William Carsey,Financial Advisor;Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,william.carsey@morganstanley.com,,Salesforce
10975302,Inactive Investor,Nicholas Duncheon,,"Gibbs Wealth Management, LLC Evansville IN 1211 Tutor Ln",,,Salesforce
11131541,Inactive Investor,Scott Falkowitz,Financial Advisor,"Ameriprise Financial Services, LLC Phoenix MD 3312 Paper Mill Rd",sfalkowitz@ampf.com,,Salesforce
11024204,Inactive Investor,Jonathan Hunt,,"IFP Securities, LLC Winter Haven FL 1502 Dundee Rd",,,Salesforce
9556791,,Rogelio Rodriguez,,,roy@interconpaper.com,,List import
10914617,Inactive Investor,Craig Lathram,Chief Compliance Officer;Managing Member,"Lathram Financial Group, LLC",craig@lathramfinancial.com,,Salesforce
10961374,Inactive Investor,John Carmichael,,"Open to the Public Investing, Inc. New York NY 6 Harrison St",,,Salesforce
11065543,Inactive Investor,Barbara Martin,,Morgan Stanley Fresno CA 5250 N Palm Ave,,,Salesforce
9625988,,TAM MINH DANG,,,locvuong77@gmail.com,,List import
10852173,Inactive Investor,Lonnie Woodall,,Cetera Investment Services LLC Acworth GA 4590 Morningside Dr,,,Salesforce
11200492,Inactive Investor,Russell Sykes,Chief Compliance Officer;Secretary,Sykes Financial Services,,,Salesforce
9618151,,Jagdeesh Prakasam,,,jagdeesh.prakasam@rotellacapital.com,,List import
11254912,Inactive Investor,Arriana Neese,Advisor,Lindberg & Ripple,aan@linrip.com,,Salesforce
11205342,Inactive Investor,Kelly Weaver,,"MML Investors Services, LLC Valparaiso IN 954 Eastport Centre Dr",kdenham@financialguide.com,,Salesforce
10700845,,majid amiri,,,majidamiri2275@gmail.com,,Web form fillout
9624236,,LUIS TORRAS,,,luistorras@gmail.com,,List import
11038403,Inactive Investor,Matthew Japs,,"Farmers Financial Solutions, LLC Meridian ID 226 E 5th St",mjaps@farmersagent.com,,Salesforce
10916425,Inactive Investor,Aaron Sehl,,Commonwealth Financial Network Southington CT 31 Liberty St,asehl@commonwealth.com,,Salesforce
10940166,Inactive Investor,Jesse Bradin,Investment Advisor;Owner,J Bradin Financial LLC,jesse@jbradinfinancial.com,,Salesforce
10976661,Inactive Investor,Ryan Stegall,,State Farm VP Management Corp. Houston TX 13910 Champ Forest Dr,,,Salesforce
11087414,Inactive Investor,Steven Sonday,Financial Advisor,LPL Financial LLC Grand Rapids MI 3033 Orchard Vista Dr SE,steven.sonday@lpl.com,,Salesforce
9557490,,Christopher Colvin,,,c.t.colvin@gmail.com,,List import
10848980,Inactive Investor,Robert McCall,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Portland OR 1000 SW Broadway",robert.mccall@ampf.com,,Salesforce
11072544,Inactive Investor,Matthew Snyder,Financial Advisor,"Ameriprise Financial Services, LLC Cockeysville MD 303 International Cir",matthew.snyder@ampf.com,,Salesforce
10942409,Inactive Investor,Margee Hernandez,,"MML Investors Services, LLC Miami FL 2100 Ponce De Leon Blvd",mmartinez2@financialguide.com,,Salesforce
11025910,Inactive Investor,James Swan,,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,james.swan@opco.com,,Salesforce
10777227,Inactive Investor,Sarah Perry,Resident Director Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",sarah_perry@ml.com,,Salesforce
11101924,Inactive Investor,Dolores Fain,,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,dolores.fain@jpmorgan.com,,Salesforce
10870770,Inactive Investor,Sam Radin,,"Lion Street Financial, LLC New York NY 750 3rd Ave",sradin@lionstreet.com,,Salesforce
9586745,,Brian Perkins,,,brian@cdpfinancial.com,,List import
11076406,Inactive Investor,James Ibach,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",jibach@financialguide.com,,Salesforce
10868967,Inactive Investor,Cristine Furey,,"Osaic Institutions, Inc. Clarksville TN 2050 Lowes Dr",cfurey@infinexgroup.com,,Salesforce
9569307,,John Wolfe,,,jwolfe@wealthenhancement.com,,List import
10861777,Inactive Investor,Joseph Powers,Financial Advisor,Edward Jones Escanaba MI 801 Ludington St,joe.powers@edwardjones.com,,Salesforce
9645597,,david mark,,,pdfeditorpe@gmail.com,,List import
9622729,,Kevin Pascale,,,kpascale@hbkswealth.com,,List import
10774791,Inactive Investor,Nancianne Christoffersen,,"Raymond James & Associates, Inc. San Antonio TX 1846 N Loop 1604 W",nancianne.christoffersen@raymondjames.com,,Salesforce
11184109,Inactive Investor,Lewis Cohen,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,lewis.cohen@ubs.com,,Salesforce
11132309,Inactive Investor,John Easterling,Portfolio Analyst,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.easterling@morganstanley.com,,Salesforce
11026251,Inactive Investor,Briana Campion,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",,,Salesforce
3666185,,Stanley Yip,,Nil,chinyeung630@gmail.com, +85260255055,Web form fillout
11211307,Inactive Investor,Muhammad Warraich,Relationship Banker,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",,,Salesforce
9575152,,Vincent Rendine,,,vrendine@ayco.com,,List import
11079339,Inactive Investor,Roy Sparkman,Financial Advisor,LPL Financial LLC Austin TX 4718 Duval St,roy.sparkman@lpl.com,,Salesforce
11061550,Inactive Investor,Kristin Jackson,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Chesterton IN 751 E Porter Ave",kristen.jackson@benjaminfedwards.com,,Salesforce
10963074,Inactive Investor,Adam Soklow,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
11101061,Inactive Investor,Brent Townsend,Wealth Advisor,Advisory Services Network Hickory NC 433 4th St SW,,,Salesforce
11060859,Inactive Investor,Brian Polerecky,Investment Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,brian.polerecky@ubs.com,,Salesforce
10822066,Inactive Investor,Carol Jenkins,Financial Advisor,LPL Financial LLC Hurst TX 860 Airport Fwy,carol.jenkins@lpl.com,,Salesforce
11145122,Inactive Investor,Saralyn Coupe,Financial Advisor;Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,saralyn.coupe@morganstanley.com,,Salesforce
341059,,Philip Viergutz,Managing Director,Alpinvest Partners B.v.,philip.viergutz@alpinvest.com,312-054-07575,Manual List Upload
11040814,Inactive Investor,Dashonda Jones Goins,Investment Advisor Representative,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,djonesgoins@primerica.com,,Salesforce
10757802,Inactive Investor,Carla De Laurentiz,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",carla.de_laurentiz@ml.com,,Salesforce
10957194,Inactive Investor,Scott McAdams,,"Cambridge Investment Research, Inc. Taos NM 115 La Posta Rd",,,Salesforce
10785395,Inactive Investor,Roxanna Noland,Chief Compliance Officer;Chief Operations Officer;Member;Operations Manager;Partner,"Fortune Financial Advisors, LLC",roxanna.noland@fortuneadv.com,,Salesforce
10510216,,Corey Lehan,Senior Wealth Advisor,Mariner Wealth Advisors,corey.lehan@marinerwealthadvisors.com,,List Import
10973706,Inactive Investor,Douglas Rush,,PFS Investments Inc. Newtown PA 842 Durham Rd,douglas.rush@primerica.com,,Salesforce
10781362,Inactive Investor,Todd Gronewald,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 5420 Wade Park Blvd",todd.c.gronewald@ampf.com,,Salesforce
9629362,,Abedin Ademi,,,abedin.ademi@gmx.de,,List import
9600308,,Dadi Zhao,,,zhaodadi@gmail.com,,List import
11179057,Inactive Investor,Michelle Trinh,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10055 Slater Ave",michelle.trinh@tfaconnect.com,,Salesforce
11218743,,Aaron Leeper,,,aaron.leeper@wellsfargoadvisors.com,,Other
9561332,,Jason Shaw,,,jason.shaw@fmr.com,,List import
11011571,Inactive Investor,Jacob Goodin,Financial Services Professional,"MML Investors Services, LLC Houston TX 3 Greenway Plz",jgoodin@financialguide.com,,Salesforce
9548401,,Mauro Iuliano,,,mauroiuliano@gmail.com,,List import
90898,,Annmarie Zilnicki,"President, Chief Compliance Officer",East End Financial Group,azilnicki@eefgcorp.com,631-727-8111,Manual List Upload
10985932,Inactive Investor,Ashley Minotti,,"Jackson Private Wealth Management, Inc.",,,Salesforce
11216910,,Jennifer Jung,,,jjung@nb.com,,Other
11121195,Inactive Investor,Gian Boria,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,gian.boria@leerink.com,,Salesforce
10972628,Inactive Investor,Ike Ekeh,Investment Advisor Representative;Portfolio Manager,"Kingstone Capital Partners Texas, LLC La Jolla CA 4275 Executive Sq",,,Salesforce
11031838,Inactive Investor,Hong Nguyen,,"Transamerica Financial Advisors, Inc Elk Grove CA 3125 Dwight Rd",hong.nguyen@transamerica.com,,Salesforce
10899066,Inactive Investor,Eric Manskey,Financial Advisor,Edward Jones Greenville TX 8325 Roy Warren Pkwy,eric.manskey@edwardjones.com,,Salesforce
11031226,Inactive Investor,Michael Paul,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",michael.paul@tfaconnect.com,,Salesforce
10966049,Inactive Investor,Brian Gigl,Director - Wealth Management,Riverwater Partners LLC,bgigl@riverwaterllc.com,,Salesforce
11091409,Inactive Investor,Jeffery Mingo,,Fidelity Brokerage Services LLC,jeffery.mingo@fmr.com,,Salesforce
10794014,Inactive Investor,Yingtong Gao,,"Transamerica Financial Advisors, Inc Houston TX 2901 Wilcrest Dr",yingtong.gao@tfaconnect.com,,Salesforce
146514,,Connor Ritchey,,[Unknown],connor.m.ritchey@gmail.com,,Event
10945518,Inactive Investor,Raul Guzman,,Goldman Sachs & Co.,,,Salesforce
9574062,,Loreto Fuentes,,,loreto.fuentes@carringtoncap.com,,List import
10987878,Inactive Investor,Shavonne Ramsey Coleman,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,sramseycoleman@primerica.com,,Salesforce
10808117,Inactive Investor,Joel Hooper,Investment Advisor,"Independent Financial Group, LLC Roseburg OR 2192 NE Stephens St",,,Salesforce
10915326,Inactive Investor,Janet Marquardt,,"Harbor Investment Advisory, LLC",,,Salesforce
10829899,Inactive Investor,Pauline Serfass,,"Fortune Financial Services, Inc. Quakertown PA Private Residence",pts@fortunefinancialservices.com,,Salesforce
9610253,,lee sihoon,,,2_sih00n@naver.com,,List import
10966876,Inactive Investor,Yannik Mahlangu,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Managing Member,Zulu Dreams Capital LLC,yannik@zdcapital.net,,Salesforce
11154089,Inactive Investor,Brad Cook,Associate,Edward Jones Cordova TN 51 Germantown Ct,,,Salesforce
11038986,Inactive Investor,Cary Geller,Managing Director;Senior Wealth Advisor,"The Colony Group, LLC",cgeller@thecolonygroup.com,,Salesforce
10820965,Inactive Investor,Craig Rochin,Financial Advisor,LPL Financial LLC Livermore CA Private Residence,craig.rochin@lpl.com,,Salesforce
350358,,Andrew Sawyer,CIO,[Unknown],andrew.sawyer@mainepers.org, +1 207 512 3333,Database Upload
11020997,Inactive Investor,Elizabeth Fraley,,J.P. Morgan Securities LLC Yreka CA 825 S Main St,elizabeth.fraley@jpmorgan.com,,Salesforce
11192994,Inactive Investor,Elio King,,Bolton Global Capital Austin TX 101 Westlake Dr,eking@deltaequity.com,,Salesforce
10831774,Inactive Investor,Sherrie Ingham,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1450 W Long Lake Rd",sherrie.ingham@ampf.com,,Salesforce
69486,,Jin Lee,Chief Compliance Officer,"Sio Capital Management, Llc",jin.lee@siocapital.com,212-601-9786,Manual List Upload
10927476,Inactive Investor,Ethan Bazan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11086609,Inactive Investor,Allen Jeffries,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",allen.jeffries@equitable.com,,Salesforce
9625199,,Boamah Gabriel,,,boamahgabby4@gmail.com,,List import
11106296,Inactive Investor,Allison Wong,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Sante Fe CA 5951 La Sendita",wong.allison@ml.com,,Salesforce
11222575,,Armand Aponte,,,armand.aponte@miraeasset.com,,List Import
10898625,Inactive Investor,John Stachnick,Chief Compliance Officer;Principal Advisor,"Kaizen Financial Strategies, LLC",jstachnick@kfstrategies.us,,Salesforce
11055293,Inactive Investor,Ebony Dozier,,"Equity Services, Inc. Atlanta GA 191 Peachtree St NE",edozier@nationallife.com,,Salesforce
11127353,Inactive Investor,Kent Wolgemuth,,Lampert Capital Markets Inc. New York NY 444 Madison Ave,,,Salesforce
10779050,Inactive Investor,Helen Vollmer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Moraga CA Private Residence,helen.vollmer@ubs.com,,Salesforce
10603858,,David Lincoln,"Chief Investment Officer, Managing Partner, Member",MONECO Advisors,linc50@hotmail.com,,List Import
11210912,Inactive Investor,Leah Reynolds,,"U.S. Bancorp Investments, Inc. West Des Moines IA 3738 Westown Pkwy",leah.reynolds@usbank.com,,Salesforce
10835523,Inactive Investor,Greg McMullen,,"NewEdge Securities, Inc. Newburg PA Private Residence",,,Salesforce
10848713,Inactive Investor,Joseph Buenavista,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Palo Alto CA 245 Lytton Ave,joseph.buenavista@morganstanley.com,,Salesforce
10858255,Inactive Investor,Kevin Jackson,Financial Advisor,Morgan Stanley Frederick MD 30 W Patrick St,kevin.jackson@morganstanley.com,,Salesforce
11101668,Inactive Investor,Samuel Ukrainsky,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,samuel.ukrainsky@ubs.com,,Salesforce
10943031,Inactive Investor,Brittany Morin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10936694,Inactive Investor,Bradford Smith,Financial Advisor,LPL Financial LLC Talbott TN Private Residence,bradford.smith@lpl.com,,Salesforce
11137771,Inactive Investor,Matthew Knauer,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",matthew.knauer@nm.com,,Salesforce
11111934,Inactive Investor,Rodney Rollins,Divisional Manager,"Next Financial Group, Inc. Chico CA 3201 Esplanade",,,Salesforce
10927748,Inactive Investor,Braden Witham,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9619873,,Ben Wilkinson,,,benwilko99@gmail.com,,List import
11004066,Inactive Investor,Lydia Lam,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Brooklyn NY 6501 18th Ave,lydia.lam@jpmorgan.com,,Salesforce
339927,,Elena Mccoy,Member,"Trustcore Financial Services, Llc",elena.mccoy@trustcore.com,615-377-1177,Manual List Upload
10845936,Inactive Investor,Kelly Owens,Financial Advisor;Member;Owner;Partner,"AlphaMark Advisors, LLC",kowens@alphamarkadvisors.com,,Salesforce
9618543,,David Gardner,,,dave@rockspringscapital.com,,List import
10865922,Inactive Investor,Richard Parr,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,richard.parr@primerica.com,,Salesforce
11021787,Inactive Investor,Adam Bishop,Financial Advisor,LPL Financial LLC Paradise Valley AZ 6720 N Scottsdale Rd,adam.bishop@lpl.com,,Salesforce
10805105,Inactive Investor,Thomas Morton,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",skip.morton@rbc.com,,Salesforce
9571707,,Thiago Ghisi,,,thiago.ghisi@gmail.com,,List import
9630943,,Nima Zahir,,,nimazahir@yahoo.com,,List import
11013192,Inactive Investor,Caitlin Pfaff,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",caitlin.pfaff@nm.com,,Salesforce
10761946,Inactive Investor,Michael Comorre,Senior Financial Advisor;Vice President,"City National Securities, Inc.",michael.comorre@cnb.com,,Salesforce
11036531,Inactive Investor,Dane Bertrand,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,dmbertrand@ft.newyorklife.com,,Salesforce
10870889,Inactive Investor,Vincent Crane,Chief Compliance Officer;Chief Operating Officer,Flower City Capital LLC Rochester NY 132 Allens Creek Rd,vcrane@flowercitycapital.com,,Salesforce
349727,,Dale Hanley,Chief Risk Officer,New York Life Investment Management Llc,dale_hanley@nylim.com,212-576-7000,Manual List Upload
11057190,Inactive Investor,Teresa Savage,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",teresa_savage@ml.com,,Salesforce
10965342,Inactive Investor,John Evans,,Park Avenue Securities LLC Avon CT 7 Towpath Ln,jack_evans@glic.com,,Salesforce
9599912,,Sara Ellefsen,,,sellefsen@ggpfp.com,,List import
11075191,Inactive Investor,Stephanie Boyer,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marble Falls TX 101 US Hwy 281",stephanie_boyer@ml.com,,Salesforce
341929,,Jamie Grimston,"Partner, Fund Manager",Odey Asset Management Llp,j.grimston@odey.com,020-720-81400,Manual List Upload
10679289,,Shernaz Tokhtiyev,,,shernaz.tokhtiyev@mail.ru,,Web Form Fillout
346771,,Ahmad Sheikh,Partner,Sfw Capital Partners,asheikh@sfwcap.com,914-510-8910,Manual List Upload
10437346,,Gary Iocco,,,ioccogary@gmail.com,,Web Form Fillout
189420,,Brian Iwanicki,,[Unknown],ditchdigger523@yahoo.com,,source
10972018,Inactive Investor,Travis Brown,,PFS Investments Inc. Kansas City MO 6140 Raytown Trfy,tbrown.7yhss@primerica.com,,Salesforce
9593726,,Derek Holman,,,dholman@epwealth.com,,List import
11134038,Inactive Investor,Jeffrey Knupp,Financial Advisor,Edward Jones Washington IA 120 E Washington St,jeff.knupp@edwardjones.com,,Salesforce
9582945,,Timothy Clark,,,tclark@greystonewealth.com,,List import
10647133,,Emily Neubert,,,emily.lehman@alliancebernstein.com,,List Import
10949022,Inactive Investor,Marlo Machalinski,,"Osaic Wealth, Inc. Erie PA 3205 W 26th St",,,Salesforce
10825961,Inactive Investor,Emile De Boyrie,,"InSight Securities, Inc. Miami FL 1600 Ponce De Leon Blvd",edeboyrie@insightamericas.net,,Salesforce
11027039,Inactive Investor,David Giegerich,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
9579326,,Rory Blair,,,rory.blair@fmr.com,,List import
10754092,Inactive Investor,Neil Sexton,Financial Advisor;Vice President,D.A. Davidson & Co. Bozeman MT 1101 E Main St,nsexton@dadco.com,,Salesforce
11130359,Inactive Investor,Maureen Mackowski,,"Uhlmann Price Securities, LLC",,,Salesforce
202208,,Nicki Beltranena,,[Unknown],nicki.beltranena@oneriveram.com,,
10882831,Inactive Investor,Alicia Priest,,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",alicia.priest@ampf.com,,Salesforce
11160561,Inactive Investor,Ken Williamson,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,kenwwilliamson@primerica.com,,Salesforce
10904494,Inactive Investor,Elizabeth Elliott,Financial Advisor,Edward Jones Carthage TX 103 N Saint Mary St,buffy.elliott@edwardjones.com,,Salesforce
11151032,Inactive Investor,Zachary Williams,Financial Advisor,"Marcum Wealth, LLC",zachary.williams@marcumwealth.com,,Salesforce
9592700,,Daniel Kortick,,,daniel@wicksgroup.com,,List import
9618539,,Saurabh Dogra,,,sd@libraadvisors.com,,List import
10489130,,Selvaraju Parimeru,,"Equitable Advisors, LLC Frisco TX 13007 Sellaronda Way",selvaraju.parimeru@equitable.com,,List Import
11008917,Inactive Investor,Joshua Mikiska,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",josh.mikiska@nm.com,,Salesforce
11216072,,oche kinanti,,,rosekinanti@gmail.com,,Web Form Fillout
10898621,Inactive Investor,Lyndsay Goody,Chief Compliance Officer;Managing Director,"Onyx Financial Advisors, LLC",lgoody@onyxfinancial.com,,Salesforce
11021880,Inactive Investor,Michael Richmond,,LPL Financial LLC Jackson MI 833 Laurence Ave,mike.richmond@lpl.com,,Salesforce
10606505,,Bradley Ray,"Financial Advisor, Portfolio Manager, Senior Portfolio Manager, Senior Vice President - Wealth Management",UBS Financial Services Inc.,brad.ray@ubs.com,212-713-2577,List Import
9592047,,David Owen,,,owend67@yahoo.co.uk,,List import
10778224,Inactive Investor,Armin Baumgartel,Financial Advisor,Edward Jones Shelton WA 821 W Railroad Ave,armin.baumgartel@edwardjones.com,,Salesforce
11025585,Inactive Investor,Nicole Wallace,,Vanguard Marketing Corporation,nicole_wallace@vanguard.com,,Salesforce
11011930,Inactive Investor,Juan Restrepo,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",,,Salesforce
10881939,Inactive Investor,Nathaniel Albert,Financial Advisor,Edward Jones Crest Hill IL 16151 Weber Rd,nate.albert@edwardjones.com,,Salesforce
11160651,Inactive Investor,David Boniface,President;Wealth Advisor,Magnetic North Tax & Accounting Forest Lake MN 255 Hwy 97,dboniface@priebewealth.com,,Salesforce
10921457,Inactive Investor,Charles Hall,,Country Capital Management Company Albertville AL 204 W McKinney Ave,charles.hall@countryfinancial.com,,Salesforce
11188925,Inactive Investor,Andrea Trapet,Financial Advisor,Edward Jones Saint Louis MO 68 Crestwood Executive Ctr,andrea.trapet@edwardjones.com,,Salesforce
9591399,,James LAMARCHE,,,james.m.lamarche@gmail.com,,List import
10887672,Inactive Investor,Melinda Tudor,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",melinda.tudor@usbank.com,,Salesforce
10859487,Inactive Investor,Damian Gobel,,"Allstate Financial Services, LLC Portland OR 1203 SE 122nd Ave",damiangobel@allstate.com,,Salesforce
10965595,Inactive Investor,David Engle,,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",david.engle@nm.com,,Salesforce
10885563,Inactive Investor,Bregan Heitz,Investment Advisor Representative;Owner,FMI,bregan@fmiardmore.com,,Salesforce
9598283,,Timothy Kohn,,,tkohn@insurors.com,,List import
9591352,,Martin Cloete,,,martincloete7@gmail.com,,List import
10917261,Inactive Investor,Jeriann Johnson,,"Northwestern Mutual Investment Services, LLC Farmington UT 172 N East Promontory",jeri.johnson@nm.com,,Salesforce
9586900,,Nelson Kamimura,,,nelson.kamimura@usaa.com,,List import
10510370,,Joe Rappa,,Citi,joe.rappa@citi.com,,List Import
10879067,Inactive Investor,William Busch,Managing Director;Partner;Senior Managing Director,"Americana Partners, LLC Austin TX 6836 Bee Caves Rd",bbusch@americanapartners.com,,Salesforce
10967280,Inactive Investor,Ryan Whitehead,,"Allstate Financial Services, LLC Horsham PA 1250 Easton Rd",ryanwhitehead@allstate.com,,Salesforce
10986151,Inactive Investor,Jordan Fahr,,"Principal Securities, Inc.",fahr.jordan@principal.com,,Salesforce
9580567,,Robert Burke,,,rtbcola@gmail.com,,List import
11234391,Inactive Investor,Peter Frikker,Financial Advisor,"Osaic Institutions, Inc. Muncy PA Private Residence",,,Salesforce
11128522,Inactive Investor,Devon Bennion,,Edward Jones Orange City FL 1087 Town Center Dr,devon.bennion@edwardjones.com,,Salesforce
10862708,Inactive Investor,Jeffrey Malas,Financial Advisor,LPL Financial LLC Yorkville IL 129 Commercial Dr,jeffrey.malas@lpl.com,,Salesforce
10761778,Inactive Investor,David Zeising,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",david_s_zeising@ml.com,,Salesforce
11086595,Inactive Investor,Tracy Dolan,,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",tracy.dolan@ampf.com,,Salesforce
10842668,Inactive Investor,Olivia Cohen,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,olivia.cohen@ubs.com,,Salesforce
10766626,Inactive Investor,Sean Omalley,Financial Advisor,LPL Financial LLC Wilmette IL 525 4th St,sean.omalley@lpl.com,,Salesforce
147775,,Ruce Shao,,[Unknown],shaoruce@gmail.com,,
10988982,Inactive Investor,Patricia Sifuentes,,PFS Investments Inc. Phoenix AZ 4205 N 7th Ave,psifuentes@primerica.com,,Salesforce
342927,,Rick Fingerman,"Managing Partner, Co-Founder","Financial Planning Solutions, Llc",rick@planwithfps.com,617-630-4978,Manual List Upload
11210450,Inactive Investor,Molly Vandeveld,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",molly.vandeveld@ml.com,,Salesforce
9640947,,Paul Moore,,,1.paul.moore@gmail.com,,List import
242152,,Steven Corman,"Senior Manager, Strategy, Wealth Management & Banking",Deloitte Consulting LLP,scorman@deloitte.com,,Event
11009369,Inactive Investor,Joseph Brandenburg,,Thrivent Investment Management Inc. Bothell WA 15117 Main St,joe.brandenburg@thrivent.com,,Salesforce
10893887,Inactive Investor,Mauricio Vargas,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,mauricio.vargas@fidelity.com,,Salesforce
10934046,Inactive Investor,Jeffrey Riesberg,Financial Advisor,"Sequent Planning, LLC",jeff@sequentplanning.com,,Salesforce
9562030,,Sherri Hazell,,,sherri.hazell@marinerwealthadvisors.com,,List import
10975146,Inactive Investor,Tyler Sturos,,"Farmers Financial Solutions, LLC Hamel MN 730 Tower Dr",tsturos@farmersagent.com,,Salesforce
11076714,Inactive Investor,Kim Molitor,Principal;Relationship Manager;Secretary,"Windward Wealth Strategies, Inc.",,,Salesforce
11154307,Inactive Investor,John Legband,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
9596647,,Paul Pascarella,,,ppascarella@veritablelp.com,,List import
10802537,Inactive Investor,Catherine Mitton,Financial Advisor;Senior Vice President,Morgan Stanley Shreveport LA 333 Texas St,catherine.mitton@morganstanley.com,,Salesforce
9626581,,Radina Naisa,,,herry94344@gmail.com,,List import
10847641,Inactive Investor,Chad Richter,Financial Advisor,Edward Jones Bismarck ND 4207 Boulder Ridge Rd,chad.richter@edwardjones.com,,Salesforce
10994945,Inactive Investor,Ryan Warner,,"Farmers Financial Solutions, LLC Carpinteria CA 4915 Carpinteria Ave",rwarner4@farmersagent.com,,Salesforce
10658354,,Scott Bryson,,,scott.bryson@lfg.com,,List Import
10768023,Inactive Investor,Brian Zerr,,"Wells Fargo Advisors Financial Network, LLC Jefferson City MO 3325 Emerald Ln",brian.zerr@wellsfargoadvisors.com,,Salesforce
10920324,Inactive Investor,David Keen,,"Allstate Financial Services, LLC Mountlake Terrace WA 6603 220th St SW",davekeen@allstate.com,,Salesforce
9546360,,Salman Shaikh,,,salman0205@gmail.com,,List import
11233148,Inactive Investor,Jennifer Connolly,,"Avantax Investment Services, Inc.",,,Salesforce
11010673,Inactive Investor,Michelle Ernst,,"FBL Marketing Services, LLC Maquoketa IA 102 S Olive St",michelle.ernst@fbfs.com,,Salesforce
11017253,Inactive Investor,Connie Lieux,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
11170904,Inactive Investor,Zachary Holly,Wealth Advisor,LPL Financial LLC Phoenix AZ 2355 W Pinnacle Peak Rd,zachary.holly@lpl.com,,Salesforce
11144130,Inactive Investor,Erik Fischer,,"MML Investors Services, LLC Sarasota FL 1343 Main St",efischer@massmutual.com,,Salesforce
10612377,,Alex Lospinoso,Financial Advisor,,alex.lospinoso@prudential.com,,List Import
11079965,Inactive Investor,Aimee Jackson,,J.P. Morgan Securities LLC Billings MT 904 Main St,aimee.jackson@jpmorgan.com,,Salesforce
11158177,Inactive Investor,Joseph Murphy,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
10772804,Inactive Investor,Frank Ortiz,Financial Advisor,"Wells Fargo Clearing Services, LLC El Monte CA 3603 Peck Rd",frank.j.ortiz@wellsfargo.com,,Salesforce
11103616,Inactive Investor,David Weaver,,LPL Financial LLC Catonsville MD 307 Frederick Rd,david.weaver@lpl.com,,Salesforce
9601561,,Brian Carrington,,,brian.carrington@perceptive-edge.com,,List import
10760756,Inactive Investor,Joel Stevens,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",joel.stevens@alliancebernstein.com,,Salesforce
10659625,,Nungkool Park,,,nk.park@chase.com,,List Import
10952372,Inactive Investor,Rory Conner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington NM 2200 E Main St",rory.conner@ml.com,,Salesforce
11218987,,Robert Brush,,,robert.brush@ceterafs.com,,Other
10787314,Inactive Investor,Theodora Braver,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cockeysville MD 303 International Cir",bravert@stifel.com,,Salesforce
9626907,,Aaron Propes,,,seatmaker77@gmail.com,,List import
10880494,Inactive Investor,Seth Tolev,Associate Portfolio Manager;Vice President,Neuberger Berman BD LLC,,,Salesforce
10779339,Inactive Investor,Yvonne Gray,Assistant Vice President;Wealth Management Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,yvonne.gray@morganstanley.com,,Salesforce
237728,, -,,[[Unknown]],carlinhosouza2015@gmail.com,,
10753751,Inactive Investor,Maria Reza,Wealth Management Associate,UBS Financial Services Inc. Melbourne FL 6905 N Wickham Rd,maria.a.reza@ubs.com,,Salesforce
10999333,Inactive Investor,Alexandra Quitko,Wealth Advisor,"Perigon Wealth Management, LLC Boca Raton FL 5355 Town Center Rd",lexi@perigonwealth.com,,Salesforce
10811893,Inactive Investor,Adam Andelin,,"Cambridge Investment Research, Inc. Sacramento CA 2180 Harvard St",,,Salesforce
11138147,Inactive Investor,Alexandra Frederique,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,alexandra.frederique@fmr.com,,Salesforce
11085849,Inactive Investor,Melinda Kaneshige,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,mkaneshige@ft.newyorklife.com,,Salesforce
9603734,,Iona Ezaki,,,ionaezak@aol.com,,List import
10656852,,William Chung,,,william.chung@chase.com,,List Import
11030704,Inactive Investor,Morry Gene Morales,,Axos Invest LLC,,,Salesforce
11174504,Inactive Investor,Benjamin Ward,Financial Advisor,LPL Financial LLC Palmer AK 3291 Seagull Dr,benjamin.wardiv@lpl.com,,Salesforce
11219795,,Nicholas Savage,,,nsavage@seic.com,,Other
11167516,Inactive Investor,Joshua Owen,,"Principal Securities, Inc.",owen.josh@principal.com,,Salesforce
11101879,Inactive Investor,Braden Draggoo,,NYLIFE Securities LLC Wenatchee WA 1301 Walla Walla Ave,bldraggoo@ft.newyorklife.com,,Salesforce
11188411,Inactive Investor,Carrie Skorusa,,J.P. Morgan Securities LLC New York NY 331 S End Ave,carrie.skorusa@jpmorgan.com,,Salesforce
10821288,Inactive Investor,Bradley Fair,,"MML Investors Services, LLC Tupelo MS 193 S Commerce St",bfair@massmutual.com,,Salesforce
10926289,Inactive Investor,Charles McGrath,,LPL Financial LLC Peoria AZ 8877 W Union Hills Dr,charles.mcgrath@lpl.com,,Salesforce
9647814,,Lerato More,,,leratomore16@gmail.com,,List import
11055538,Inactive Investor,Toby Powell,,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",,,Salesforce
348015,,Tim Hilterman,Investment Advisor Representative,"Whitcomb & Hess, Inc.",thilterman@whitcomb.com,419-289-7007,Manual List Upload
10856244,Inactive Investor,Jeffrey Kocis,Financial Advisor,LPL Financial LLC Villa Park IL 1 Tower Ln,jeffrey.kocis@lpl.com,,Salesforce
9609547,,Scott Meyer,,,scott.meyer@bmo.com,,List import
10917721,Inactive Investor,Steven Graham,,"Western International Securities, Inc. Valencia CA 25350 Magic Mountain Pkwy",sgraham@wisdirect.com,,Salesforce
10761930,Inactive Investor,Michael James,Managing Director - Private Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,michael.james@ubs.com,,Salesforce
11022200,Inactive Investor,Jacqueline Blau,Financial Advisor,"Ameriprise Financial Services, LLC Auburndale MA 275 Grove St",jacqueline.m.riley@ampf.com,,Salesforce
11066552,Inactive Investor,Paungmalay Sirisouk,,PFS Investments Inc. Fairfield CT 1275 Post Rd,psirisouk@primerica.com,,Salesforce
11013923,Inactive Investor,Elsa Rodrigues,,J.P. Morgan Securities LLC Jacksonville FL 1140 Dunn Ave,,,Salesforce
10789598,Inactive Investor,John Caruso,,Goldman Sachs & Co.,john.caruso@gs.com,,Salesforce
240788,,Creedon Will,,[Unknown],wcreedon@jhancock.com,,Event
9545600,,Charles Bruce,,,charles.bruce@afiniti.com,,List import
9594642,,Jennifer Kim,,,jamesnjennifer@yahoo.com,,List import
9588739,,John Bonilla,,,johnbonilla98@gmail.com,,List import
10928179,Inactive Investor,Mitchell Patzer,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Mishawaka IN 1736 E Day Rd",,,Salesforce
11148241,Inactive Investor,Paul Lunger,,PFS Investments Inc. West Chester PA 1595 Paoli Pike,paul.lunger@primerica.com,,Salesforce
10486546,,Albi Kacani,Senior Wealth Manager,"Howard Financial Services, Ltd.",albi.kacani@hfs-wm.com,,List Import
10887948,Inactive Investor,Gregory Kyles,,"Charles Schwab & Co., Inc. Oak Brook IL 540 W 22nd St",greg.kyles@schwab.com,,Salesforce
11071171,Inactive Investor,Domenic Rizzi,Financial Advisor,GWN Securities Inc. Kansas City MO 1600 Genessee St,,,Salesforce
10994663,Inactive Investor,Ronald Dennis,,Invicta Financial Group Arlington VA 4250 Fairfax Dr,,,Salesforce
11093914,Inactive Investor,Karine Andriassyan,,Edward Jones Tomball TX 26400 Kuykendahl Rd,,,Salesforce
11062002,Inactive Investor,Mark Seither,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Maryville TN 427 S Washington St",mseither@kingsview.com,,Salesforce
10616334,,Michael Cahill,,,michael.cahill@lpl.com,,List Import
9614301,,Graeme Robertson,,,grobertson@phn.com,,List import
244421,,Lisa Jacobs,Director Client Services,Intelliflo,lisa.jacobs@redblacksoftware.com,16033148955,Manual List Upload
10806669,Inactive Investor,Zane Ouellette,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11200921,Inactive Investor,Rachel Sears,Consultant;Financial Advisor,"Osaic Wealth, Inc. Virginia Beach VA 2832 S Lynnhaven Rd",,,Salesforce
11228385,,Rio argi Fiananda,,,rioargif1999@gmail.com,089647353174,Web Form Fillout
10798432,Inactive Investor,David Bonjo,Complex Risk Officer,Morgan Stanley Richmond VA 901 E Byrd St,david.bonjo@morganstanley.com,,Salesforce
11138210,Inactive Investor,Douglas Beehler,Financial Advisor,LPL Financial LLC Meridian ID 830 N Main St,douglas.beehler@lpl.com,,Salesforce
10931527,Inactive Investor,Robert Witt,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
9562280,,Eric Bright,,,ebright@evokeadvisors.com,,List import
10779040,Inactive Investor,Cheryl Dial,Financial Advisor,Edward Jones Itasca IL 300 Park Blvd,cheri.dial@edwardjones.com,,Salesforce
214981,,Josh Burwick,,[Unknown],josh.burwick@gmail.com,,Organic Search
11150799,Inactive Investor,Logan Ingle,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
10959112,Inactive Investor,Vincenzo Blaydon,,Vanguard Marketing Corporation,vincenzo_blaydon@vanguard.com,,Salesforce
10505805,,christopher testa,consultant,TCM Capital,ctesta1@optonline.net,(516) 408-0512,List import
10839668,Inactive Investor,Edward Becker,,NYLIFE Securities LLC Topeka KS Private Residence,ebecker@ft.newyorklife.com,,Salesforce
9575495,,George Caylor,,,gcaylor@massmutual.com,,List import
10952144,Inactive Investor,Melinda Warren,Compliance Officer;Senior Manager,"Raymond James & Associates, Inc. Richard VA Private Residence",melinda.warren@raymondjames.com,,Salesforce
11159498,Inactive Investor,Alexander Thompson,Private Wealth Associate,"Fairscale Capital, LLC",alexander@fairscalecapital.com,,Salesforce
10642988,,John Skehan,,,jakslammer@yahoo.com,,Web Form Fillout
217245,,Mohammed Zahin,,[Unknown],mohammed.zahin@gmail.com,,Direct
10854990,Inactive Investor,John Van Moffaert,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,john.vanmoffaert@ceterainvestors.com,,Salesforce
9554748,,Brian Staples,,,bstaples@carsoninstitutional.com,,List import
237949,, -,,[[Unknown]],medlin5783@gmail.com,,
10882542,Inactive Investor,Jerrod Resseman,Financial Advisor,Edward Jones Inver Grove Heights MN 9020 Cahill Ave,jerrod.resseman@edwardjones.com,,Salesforce
214509,,Mario Sirna,,[Unknown],mariosirna@yahoo.com,,Paid Social
11011179,Inactive Investor,Angela Messer,,J.P. Morgan Securities LLC Beckley WV 500 Neville St,,,Salesforce
10852281,Inactive Investor,Jacob Noell,Financial Advisor,Morgan Stanley Tulsa OK 2200 S Utica Pl,jacob.noell@morganstanley.com,,Salesforce
9637275,,Kerr Gracie,,,kerr.gracie@mail.com,,List import
9620141,,r kl,,,ohrats99@gmail.com,,List import
10806937,Inactive Investor,Gualtiero Noto,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,wnoto@rwbaird.com,,Salesforce
11107951,Inactive Investor,Stuart Eggertsen,Financial Advisor,Edward Jones Ridgefield WA 55 S 47th Ave,stuart.eggertsen@edwardjones.com,,Salesforce
232233,, -,,[[Unknown]],julianmillar141@gmail.com,,
9571236,,Ernest Davidson,,,lee.davidson@lfg.com,,List import
77353,,James Fisher,Financial Advisor,"MML Investors Services, LLC",jamesfisher@financialguide.com,614-790-9800,
233617,,Paul -,,Paul [[Unknown]],echoplex1682@gmail.com,,Direct
10852015,Inactive Investor,Jeffrey Vitelkites,Financial Advisor,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",jeffrey.vitelkites@nm.com,,Salesforce
10792372,Inactive Investor,Edward Bernardi,,"Bernardi Securities, Inc. Chicago IL 20 S Clark St",ebernardi@bernardisecurities.com,,Salesforce
11089068,Inactive Investor,John Bailey,Associate Wealth Advisor,"Retirement Income Solutions, Inc.",johnbailey@risadvisory.com,,Salesforce
10900309,Inactive Investor,Eva Hurley,,State Farm VP Management Corp. Greenville SC 3906 S Hwy 14,eva.hurley.k50k@statefarm.com,,Salesforce
9566125,,William Downey,,,william.downey@fmr.com,,List import
10981917,Inactive Investor,Joseph Geller,,"Wells Fargo Clearing Services, LLC Sebastopol CA 7151 Bodega Ave",joseph.geller@wellsfargo.com,,Salesforce
11012940,Inactive Investor,Graham Pettis,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,gmpettis@ft.newyorklife.com,,Salesforce
11038136,Inactive Investor,Joshua Stafford,,J.P. Morgan Securities LLC Ormond Beach FL 75 Shadow Lakes Blvd,joshua.stafford@jpmorgan.com,,Salesforce
344185,,Walter Manns,Portfolio Manager,Klopp Investment Management Llc,wm@kloppinvestment.com,216-566-1100,Manual List Upload
11105789,Inactive Investor,Juan Jose Calvo,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,,,Salesforce
10763043,Inactive Investor,Paul Vandenheede,First Vice President - Wealth Management,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,paul.vandenheede@ubs.com,,Salesforce
10959967,Inactive Investor,Mary Oransky,Financial Life Planner;Investment Manager;Lead Advisor,Laminar Wealth LLC,mary@laminarwealth.com,,Salesforce
9631000,,James Gray,,,james.gray.iii@gmail.com,,List import
10985321,Inactive Investor,Javon Enzor,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10826862,Inactive Investor,Sharon Tart,,"American Portfolios Financial Services, Inc. West Palm Beach FL 1162 Breakers West Blvd",start@americanportfolios.com,,Salesforce
11049305,Inactive Investor,Aidan Serkes,Client Service Associate,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,aidan.serkes@ubs.com,,Salesforce
10604446,,Matt McCreary,Wealth Advisor,Darrow Wealth Management,matt@darrowwealth.com,6179454406,List Import
10851291,Inactive Investor,Shane Yonston,Principal Advisor,Impact Investors San Diego CA 3788 Park Blvd,,,Salesforce
11120064,Inactive Investor,James Smilde,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Grand Rapids MI 333 Bridge St NW",james.smilde@ampf.com,,Salesforce
223432,,Lawrence Chiarello,MD,SkyView,lchiarello@skyviewadv.com,,
9549322,,Michael Privett,,,mprivett@commonwealth.com,,List import
11054392,Inactive Investor,Lincoln Anderson,Investment Advisor Representative;Legal Counsel,"Cimarron Wealth Management, Inc.",lincoln@wealthwithapurpose.com,,Salesforce
11055680,Inactive Investor,Marc Michalak,Financial Advisor,Park Avenue Securities LLC Farmington CT 197 Scott Swamp Rd,marc_michalak@glic.com,,Salesforce
226103,, -,,[[Unknown]],302425e6@opayq.com,,Initial Salesforce Import
10797625,Inactive Investor,Stephen Timberlake,Director - Alternative Investments;Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President;Po,Morgan Stanley Pensacola FL 890 S Palafox St,stephen.timberlake@morganstanley.com,,Salesforce
10914001,Inactive Investor,Zachary Neward,,CIBC World Markets Corp.,,,Salesforce
10752857,Inactive Investor,Joshua Miller,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",joshua.e.miller@nm.com,,Salesforce
9585127,,Catherine Catherine,,,catherine.catherine@armaninollp.com,,List import
11206108,Inactive Investor,Catherine Voorhees,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",catherine.voorhees@ml.com,,Salesforce
10870259,Inactive Investor,Clay Anderson,Chief Compliance Officer,Ascendance Wealth,clay@ascendancewealth.com,,Salesforce
10934070,Inactive Investor,Elizabeth Gerstle,,J.P. Morgan Securities LLC New York NY 260 Columbus Ave,elizabeth.gerstle@jpmorgan.com,,Salesforce
10977770,Inactive Investor,Shane Thornton,,"Robinhood Financial, LLC",shane.thornton@robinhood.com,,Salesforce
10985162,Inactive Investor,Justin Setter,,"Equity Services, Inc.",jsetter@nationallife.com,,Salesforce
8850590,,Parvez Hasson,,,parvezhasson781@eamil.com,,Web Form Fillout
11137967,Inactive Investor,Guillermo Pena Facio,,"Banorte Securities International, LTD.",,,Salesforce
11081343,Inactive Investor,Kevin Boisselle,,"Cadaret, Grant & Co., Inc. Springfield MA 1 Monarch Pl",kboisselle@cadaretgrant.com,,Salesforce
10891928,Inactive Investor,Francis Re,Financial Advisor,LPL Financial LLC Lebanon OH 2 N Broadway,frank.re@lpl.com,,Salesforce
11053311,Inactive Investor,Leslie Carpenito,Financial Advisor,"Ameriprise Financial Services, LLC Roanoke VA 2965 Colonnade Dr",leslie.r.carpenito@ampf.com,,Salesforce
11006000,Inactive Investor,Peter Trinh,Associate Wealth Advisor,"Wealth Architects, LLC",peter@wealtharchitects.com,,Salesforce
374436,,Alex Lalonde,,"Retirement Income Solutions, Inc.",alexlalonde@risadvisory.com,734-769-7727,Manual List Upload
10615032,,Jonathan Schaechter,"Financial Advisor, Senior Vice President",,davoe1@yahoo.com,,List Import
10907518,Inactive Investor,Michael Reid,Chief Compliance Officer;Family Wealth Advisor;Founder;Managing Member,"Stonekeep Investments, LLC",,,Salesforce
9544507,,Raymond Jung,,,rayjung@lfg.com,,List import
9633280,,Kirtus Brutsman,,,kirtus@wildewealth.com,,List import
10813760,Inactive Investor,Stephen Sullivan,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
10967664,Inactive Investor,Samuel Russell,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,,,Salesforce
9590096,,Enrico Bellini,,,ebellini83@gmail.com,,List import
11177686,Inactive Investor,Timothy Otto,Financial Advisor;First Vice President;Workplace Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,tim.otto@morganstanley.com,,Salesforce
10788712,Inactive Investor,Kevin Turnock,Family Wealth Advisor;Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,kevin.turnock@morganstanley.com,,Salesforce
10619295,,Michael Hood,,,michael.hood@morganstanley.com,,List Import
10845244,Inactive Investor,Stuart Friedman,,"Equitable Advisors, LLC Irvine CA 2050 Main St",stuart.friedman@equitable.com,,Salesforce
11156108,Inactive Investor,Michael Morrow,Financial Advisor,Edward Jones Commerce TX 1225 Washington St,michael.morrow@edwardjones.com,,Salesforce
11106016,Inactive Investor,Michael Swanson,Financial Advisor,Edward Jones Joplin MO 2205 Connecticut Ave,,,Salesforce
11005311,Inactive Investor,Regina Stieglitz-Ruiz,,UBS Financial Services Inc.,,,Salesforce
10754739,Inactive Investor,Mark Fedorcik,,Deutsche Bank Securities Inc.,,,Salesforce
226090,, -,,[[Unknown]],oliver100@comcast.net,,Initial Salesforce Import
9617909,,Greg White,,,greg.white@citadel.com,,List import
10996764,Inactive Investor,Ryan Speak,Financial Representative,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",ryan.speak@nm.com,,Salesforce
9587451,,Jeng Yang Ling,,,jeng.ling@transamerica.com,,List import
372217,,Jill Wood,,United States,jillwoodpowell@gmail.com,,Salesforce
10870595,Inactive Investor,George Fisfis,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,george.fisfis@jpmorgan.com,,Salesforce
56118,,Barry Swaim,President And Chief Compliance Officer,Accruent Wealth Advisors,bswaim@wmgonline.com,336-760-4829,Manual List Upload
11011691,Inactive Investor,Matthew Childress,Financial Advisor,Edward Jones Silsbee TX 975 Hwy 327 E,matthew.childress@edwardjones.com,,Salesforce
10988052,Inactive Investor,John Dayao,,"Osaic Wealth, Inc. San Mateo CA 2727 S El Camino Real",,,Salesforce
10784978,Inactive Investor,Robert Mitravich,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,robert.mitravich@gs.com,,Salesforce
9629093,,Gregg Sessa,,,greggsessa@gmail.com,,List import
338147,,Melissa Moroney,"Vice President, Associate General Counsel",Chevy Chase Trust Company,mmoroney@chevychasetrust.com,240-497-5000,Manual List Upload
11054225,Inactive Investor,Allison Kreibich,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
10980684,Inactive Investor,Samuel Kraemer,Owner,Kraemer Capital Management LLC,,,Salesforce
11179317,Inactive Investor,Nathan Gold,Financial Advisor;Senior Wealth Manager,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",nathan.gold@wellsfargo.com,,Salesforce
9641230,,Blake Hall,,,blake.hall@blakecameronhall.com,,List import
11016371,Inactive Investor,Carina Borkon,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 4705 S Apopka Vineland Rd",carina.gerscovich@ml.com,,Salesforce
9552337,,BRIAN WILSON,,,mrbdwilson@gmail.com,,List import
11134232,Inactive Investor,Virginia Bowie,Partner,"Wells Fargo Advisors Financial Network, LLC Richmond VA 3460 W Clay St",ginny.bowie@wellsfargoadvisors.com,,Salesforce
11072502,Inactive Investor,Dominik Zarychta,,J.P. Morgan Securities LLC Prospect Heights IL 2 E Euclid Ave,dominik.zarychta@chase.com,,Salesforce
11080748,Inactive Investor,Brent Phillips,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10945866,Inactive Investor,Jose Lizardo,,J.P. Morgan Securities LLC Sparta NJ 27 Sparta Ave,jose.lizardo@chase.com,,Salesforce
9647517,,Christopher Jackson,,,christopher.jackson@53.com,,List import
11045271,Inactive Investor,Kelly Campbell,Chairman;Chief Compliance Officer;Chief Executive Officer;Owner;President,"Campbell Wealth Management, Inc.",kelly@campbellwealth.com,,Salesforce
9610275,,Chris O'Grady,,,cogrady@basinfertilizer.com,,List import
9572293,,Tyler Petley,,,tyler.petley@pnc.com,,List import
10653250,,Nghi Luu,,,nghiluu@gmail.com,,Web Form Fillout
10921263,Inactive Investor,Douglas Steve,Financial Advisor;Investment Advisor,LPL Financial LLC Indiana PA 437 Philadelphia St,doug.steve@lpl.com,,Salesforce
10883107,Inactive Investor,Daniel Dollar,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,daniel.dollar@fidelity.com,,Salesforce
11191933,Inactive Investor,Nicholas Krey,,Commonwealth Financial Network Madison WI 1806 Seminole Hwy,nkrey@commonwealth.com,,Salesforce
349627,,David Streicher,Partner,"Rockwood Capital, Llc",dstreicher@rockwoodcap.com,212-402-8500,Manual List Upload
10784095,Inactive Investor,Linda Long,,Morgan Stanley Raleigh NC 3800 Glenwood Ave,linda@morganstanley.com,,Salesforce
11144344,Inactive Investor,Eric Sallis,,PNC Investments Pittsburgh PA 249 5th Ave,eric.sallis@pnc.com,,Salesforce
11167262,Inactive Investor,Clarence Daniels,,"Silver Oak Securities, Incorporated Knoxville TN 9729 Cogdill Rd",,,Salesforce
11197620,Inactive Investor,Neil Higger,Investment Advisor Representative,"Royal Fund Management, LLC",neil@royalfundmanagement.com,,Salesforce
10869833,Inactive Investor,Deneen Buswell,Owner,"Buswell Associates, Inc.",deneen@rogerbuswell.com,,Salesforce
9583360,,Jessica Procaccini,,,jessica.procaccini@fmr.com,,List import
9546924,,Jeffrey Cougoule,,,jcougoule@firstrepublic.com,,List import
9615172,,Kristopher Thornton,,,kthornton7777@gmail.com,,List import
11104903,Inactive Investor,Brian Craig,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,,,Salesforce
10990141,Inactive Investor,Andrew Backenstoss,,Edward Jones Lehi UT Private Residence,drew.backenstoss@edwardjones.com,,Salesforce
10888923,Inactive Investor,Mary Martin-Falanga,,Edelman Financial Engines Fairfax VA 4000 Legato Rd,fmartin@edelmanfinancialengines.com,,Salesforce
9603272,,pole pipe,,,megapothead@yahoo.com,,List import
11134511,Inactive Investor,John Mahoney,,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,,,Salesforce
10936516,Inactive Investor,Sean Mullervy,Branch Manager;Financial Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,sean.mullervy@lpl.com,,Salesforce
11196075,Inactive Investor,Dominique Dangelo,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10885238,Inactive Investor,Stephen Horn,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11016010,Inactive Investor,Jared Hunter,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,jhunter.23kgg@primerica.com,,Salesforce
11066972,Inactive Investor,Carolyn James,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",carolyn.farris@wellsfargoadvisors.com,,Salesforce
10951780,Inactive Investor,Adam Scharf,,"HighTower Securities, LLC New York NY 300 Madison Ave",ascharf@hightoweradvisors.com,,Salesforce
10889187,Inactive Investor,Ryan Lumley,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ryan.lumley@schwab.com,,Salesforce
10822016,Inactive Investor,Erin Waller,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Charlotte NC 4521 Sharon Rd",erin.waller@ampf.com,,Salesforce
10948224,Inactive Investor,Olivia Tirrill,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",olivia.tirrill@ml.com,,Salesforce
11048563,Inactive Investor,Stephen Weber,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,stephen.weber@ubs.com,,Salesforce
9547170,,Travis Frey,,,tfrey@doverfcu.com,,List import
11223199,,George Malikotsis,,,georgem@senvest.com,,List Import
10984150,Inactive Investor,Marcy Carlin,,LPL Financial LLC Garden City NY 845 Franklin Ave,marcy.carlin@lpl.com,,Salesforce
11022317,Inactive Investor,Jairo Mejia,Financial Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",jairo.mejia@prudential.com,,Salesforce
10761041,Inactive Investor,Catherine Mendoza,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,catherine.m.mendoza@jpmorgan.com,,Salesforce
10839400,Inactive Investor,Neel Kamdar,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",neel.kamdar@ml.com,,Salesforce
9622600,,Antonio Allen,,,kane8191@ymail.com,,List import
11146394,Inactive Investor,Rosalind Milloy,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Santa Fe NM 150 Washington Ave,rosalind.milloy@morganstanley.com,,Salesforce
10762383,Inactive Investor,Douglas Levy,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",douglas.levy@wellsfargoadvisors.com,,Salesforce
9632451,,Paul Schorr III,,,pschorr333@gmail.com,,List import
11040853,Inactive Investor,Matthew Parish,First Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 4600 S Ulster St,matthew.parish@ubs.com,,Salesforce
11101334,Inactive Investor,Andrew Victor,Chief Compliance Officer;Chief Executive Officer;Founder;Principal,Tactical Tax Wealth Management,avictor@tacticaltaxwm.com,,Salesforce
9558740,,Miranda Holmes,,,mholmes@firstrepublic.com,,List import
11088681,Inactive Investor,Michael Montambault,,"Northwestern Mutual Investment Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",michael.montambault@nm.com,,Salesforce
10855734,Inactive Investor,Nathan Lash,Financial Advisor,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",nalash@financialguide.com,,Salesforce
11111269,Inactive Investor,Kimberly Crespi,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Providence RI 75 Fountain St",kimberly.crespi@schwab.com,,Salesforce
10830014,Inactive Investor,Stephen Brandenburg,,Morgan Stanley Boston MA 28 State St,stephen.brandenburg@morganstanley.com,,Salesforce
10647097,,Matthew Pezel,,,matt.pezel@schwab.com,,List Import
10768706,Inactive Investor,Naz D'Elia,,"Wells Fargo Clearing Services, LLC Skillman NJ 1378 US Hwy 206",naz.delia@wellsfargoadvisors.com,,Salesforce
9646939,,dax Ross,,,daxguestross@protonmail.com,,List import
9613577,,Shaw Lim,,,shawyean@gmail.com,,List import
10615620,,Steven Dipaola,"Financial Advisor, Investment Advisor Representative",,stevendipaola@gmail.com,,List Import
11010368,Inactive Investor,Kendall Templeton,,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",,,Salesforce
9639669,,Robert Harrill,,,rharrill@utk.edu,,List import
10619529,,Ninette Rabins,,,ninette.rabins@morganstanley.com,,List Import
10977671,Inactive Investor,Lauren Cellucci,Managing Partner,"Marquette Associates, Inc. West Chester PA 600 Willowbrook Ln",lcellucci@marquetteassociates.com,,Salesforce
11026020,Inactive Investor,David Heintz,Financial Advisor,LPL Financial LLC Sidney OH 120 N Main Ave,david.heintz@lpl.com,,Salesforce
102584,,AAYUSH UPADHYAY,,Google,aayushu@gmail.com,9543838691,
10849069,Inactive Investor,Clayton Holcomb,,"Mutual Securities, Inc. Roseville CA 967 Reserve Dr",clayton.holcomb@mutualsecurities.com,,Salesforce
10811343,Inactive Investor,Trudy Hubbell,,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",trudy.hubbell@wellsfargoadvisors.com,,Salesforce
346270,,Stephen Maltzman,Controller,"Hastings Equity Partners, Llc",smaltzman@hastingsequity.com,781-314-9596,Manual List Upload
10615693,,John Keeley,,,john.keeley@edwardjones.com,,List Import
10820220,Inactive Investor,Lawrence Crouse,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",lawrence.crouse@ampf.com,,Salesforce
10813060,Inactive Investor,Raymond Valentin-Rodriguez,,PFS Investments Inc. Guaynabo Calle Romerillo,raymond.valentinrodriguez@primerica.com,,Salesforce
372677,,Fajar Fadhlullah,,[Unknown],fadhlullah.fajar21@gmail.com,,source
10886441,Inactive Investor,Maurice Kinney,,"VESTECH Securities, Inc.",mkinney@e-vestech.com,,Salesforce
10834935,Inactive Investor,Molly Croyle,Financial Advisor,"Pruco Securities, LLC. Tampa FL 3030 N Rocky Point Dr W",molly.croyle@prudential.com,,Salesforce
10949003,Inactive Investor,Sara Reddington,Associate Financial Advisor,"Ameriprise Financial Services, LLC Greenwood IN 435 E Main St",sara.reddington@ampf.com,,Salesforce
11091037,Inactive Investor,Kimberly Steed,Financial Advisor,Commonwealth Financial Network Conroe TX 303 Longmire Rd,ksteed@commonwealth.com,,Salesforce
9564088,,Owin Bennett,,,oehben@hotmail.co.uk,,List import
10914864,Inactive Investor,Brandon Jones,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
182092,,JJ Buttersnaps,,[Unknown],metropolisoftomorrow@gmail.com,,Organic Search
1003485,Inactive Investor,David Sachs,,Worth Venture Partners,dsachs@worthventure.com,,3rd Party Lead Gen
11181426,Inactive Investor,Robert Damon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Old Saybrook CT 205 Old Boston Post Rd",r.c.damon@ampf.com,,Salesforce
11098858,Inactive Investor,Steven Hughes,,Fidelity Brokerage Services LLC Greenville RI Private Residence,,,Salesforce
10954061,Inactive Investor,Brian Campanelli,,Fidelity Brokerage Services LLC,brian.campanelli@fidelity.com,,Salesforce
9561830,,Bradley Small,,,bsmall@pinnacleprivatewealth.com,,List import
11136042,Inactive Investor,Patricia Posada,,Commonwealth Financial Network San Diego CA 600 W Broadway,pposada@commonwealth.com,,Salesforce
11124146,Inactive Investor,Brian Bollman,,"Northwestern Mutual Investment Services, LLC Champaign IL 4120 Belmont Pt",,,Salesforce
10816450,Inactive Investor,William Patno,Financial Planner,LPL Financial LLC Barre VT 162 N Main St,william.patno@lpl.com,,Salesforce
10893305,Inactive Investor,Aaron Knoll,,"International Assets Advisory, LLC Tampa FL 8309 Gunn Hwy",,,Salesforce
10805742,Inactive Investor,Linda Rusmisel,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",linda_rusmisel@ml.com,,Salesforce
353057,,Chirag Shah,Managing Director,Sculptor,chirag.shah@sculptor.com,,Event
237480,, -,,[Unknown],marvhol45@yahoo.com,,
10562060,,Jianmin Wei,,,jianminwei1@gmail.com,,Web Form Fillout
9578112,,Courtney Mersereau,,,courtney@vcmi.net,,List import
9622514,,Anthony Carr,,,sanders418777@gmail.com,,List import
9584974,,Mark Juckeland,Investment Advisor,Fisher Investments,m.juckeland@fi.com,,List import
9541361,,James Hintz,,,jhintz@doctorsfs.com,,List import
10823351,Inactive Investor,John Crump,,Cetera Advisor Networks LLC Rancho Palos Verdes CA Private Residence,crumpj@ceteranetworks.com,,Salesforce
10957639,Inactive Investor,Douglas Slinkman,,"Cambridge Investment Research, Inc. Oak Brook IL 715 Enterprise Dr",,,Salesforce
11184952,Inactive Investor,Austin Petrovich,,"Truist Investment Services, Inc. Brentwood TN 5205 Maryland Way",austin.petrovich@truist.com,,Salesforce
10768287,Inactive Investor,Mark Hulbert,Financial Advisor,"Equitable Advisors, LLC Latham NY 225 Old Loudon Rd",mark.hulbert@equitable.com,,Salesforce
10928339,Inactive Investor,Garrett Fish,,LPL Financial LLC,garrett.fish@lpl.com,,Salesforce
10985507,Inactive Investor,Emily Weed,Financial Advisor,"Emerald Advisors, LLC",,,Salesforce
5087572,,Stephani Grimaldi,,,sgrimaldi201@aol.com,,Web Form Fillout
10838924,Inactive Investor,Kate Lunn,Financial Advisor,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",kate.eiland@wellsfargoadvisors.com,,Salesforce
10890411,Inactive Investor,Joann Packer,,LPL Financial LLC Spokane WA 16201 E Indiana Ave,joann.packer@lpl.com,,Salesforce
10799525,Inactive Investor,David Brooks,President,"Financial & Tax Architects, LLC",sbrooks@fta-ria.com,,Salesforce
11205864,Inactive Investor,Liesi Morell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11156164,Inactive Investor,Keith Kaminski,,"Equitable Advisors, LLC Farmington MI Private Residence",keith.kaminski@equitable.com,,Salesforce
11097660,Inactive Investor,Dean Wong,,"Avantax Investment Services, Inc. Los Angeles CA Private Residence",,,Salesforce
9640933,,Laura Crandall,,,crandlllb@appstate.edu,,List import
9545419,,Ogunbanjo Adewale,,,oajwalex21@gmail.com,,List import
10868182,Inactive Investor,Shirley Chamberlain,,Park Avenue Securities LLC Westwood NJ 373 Kinderkamack Rd,shirley_chamberlain@glic.com,,Salesforce
10754432,Inactive Investor,Brent Wilsey,Chief Executive Officer;President;Regulatory Contact,Wilsey Asset Management Incorporated,,,Salesforce
11189004,Inactive Investor,Robert Zyzo,,"Osaic Wealth, Inc. Brookfield WI 405 N Calhoun Rd",,,Salesforce
11182516,Inactive Investor,Patricia Baum,Financial Advisor;Managing Director;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",patricia.baum@rbc.com,,Salesforce
11084467,Inactive Investor,Daniel Owens,Managing Director;Senior Wealth Advisor,Elk River Wealth Management LLC Phoenix AZ Private Residence,dowens@elkriverwealth.com,,Salesforce
7233607,,Yevhen Ushakoff,,,evgeniy.ushakoff@gmail.com,,Web Form Fillout
11179766,Inactive Investor,Trevor Eggers,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",trevor.eggers@nm.com,,Salesforce
10934963,Inactive Investor,Susan Fragoso,,"Wells Fargo Clearing Services, LLC Mesa AZ 2410 S Power Rd",,,Salesforce
335961,, -,,[[Unknown]],contact@cryptoscapital.io,,Direct
9579138,,Aliredha Walji,,,aliredha@shariaportfolio.com,,List import
11037498,Inactive Investor,Thomas Harkins,,"Osaic Wealth, Inc. Lancaster PA 325 N Queen St",,,Salesforce
10949418,Inactive Investor,Russell Page,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10994217,Inactive Investor,Ryan Butler,,NYLIFE Securities LLC Lexington KY 1089 Chinoe Rd,rbutler00@ft.newyorklife.com,,Salesforce
10920630,Inactive Investor,Anthony Powers,Elected Manager;President,"KerberRose Wealth Management, LLC",anthony.powers@kerberrose.com,,Salesforce
11016333,Inactive Investor,Byron Caskey,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",byron.caskey@wellsfargoadvisors.com,,Salesforce
11165493,Inactive Investor,Bradyn Papke,,"Raymond James Financial Services, Inc. Dallas TX 8333 Douglas Ave",bradyn.papke@raymondjames.com,,Salesforce
1002136,Inactive Investor,Tucker Gagen,,Richmont Holdings,tgagen@richmont.net, +1 469 913 4131,
9581847,,Timothy Judson,,,tjudson@royalaa.com,,List import
11115701,Inactive Investor,Daniel Lydon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11096233,Inactive Investor,Mark Scrivanich,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mark.n.scrivanich@jpmorgan.com,,Salesforce
9575144,,Cicero Campelo,,,suporte@campelo.org,,List import
119137,,Andrew Heckaman,Specialist,"Fifth Third Securities, Inc.",andrew.heckaman@53.com,513-699-0214,
10821880,Inactive Investor,Adam Ferguson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ponca City OK 1926 Lake Rd",bryant.ferguson@wfafinet.com,,Salesforce
11090788,Inactive Investor,Samuel Storey,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 3850 Fountainblue Ln",samuel.storey@ml.com,,Salesforce
11175660,Inactive Investor,Erin Ragsdale,Vice President,J.P. Morgan Securities LLC Cincinnati OH 3800A Paxton Ave,,,Salesforce
11148275,Inactive Investor,William Keenan,Financial Advisor,LPL Financial LLC Brandenburg KY Private Residence,bill.keenan@lpl.com,,Salesforce
10866686,Inactive Investor,Gustavo Caballero,,LPL Financial LLC Miami FL 5251 SW 64th Ave,gustavo.caballero@lpl.com,,Salesforce
10843121,Inactive Investor,Kyle Odell,Founder;President;Regulatory Contact,EdgeRock Wealth Management Englewood CO 7887 E Belleview Ave,kyle@edgerockwealth.com,,Salesforce
11058536,Inactive Investor,Matthew Perry,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbia SC 1813 Pickens St",matthew.t.perry@ampf.com,,Salesforce
11229706,Inactive Investor,Rhianna Johnson,,"Northwestern Mutual Investment Services, LLC",rhianna.johnson@nm.com,,Salesforce
3243030,,Eva Sanchez,,GSR,eva@gsr.io, +44 7769747562,Web Form Fillout
240428,,Ricardo Montalvan,,[Unknown],rmontalvan95@gmail.com,,Direct
10990398,Inactive Investor,Elizabeth Reepe,,"U.S. Bancorp Investments, Inc. Fairview Heights IL 6701 N Illinois St",,,Salesforce
10604308,,Kipp Visi,VP Banking & Lending,NewEdge Wealth,kvisi@newedgecg.com,6173085609,List Import
9593385,,Ayodeji Jayeoba,,,dejijaye@gmail.com,,List import
10488588,,Daniel Mcnichol,"National Sales Manager, Principal",Snowcap Capital Management,dmcnichol@snowcm.com,,List import
10850905,Inactive Investor,Christine Hagen,,LPL Financial LLC Irvine CA 6 Venture,christine.hagen@lpl.com,,Salesforce
11220833,,William Ulle,,,william.ulle@plantemoran.com,,List Import
10946139,Inactive Investor,George Reyes,,"Avantax Investment Services, Inc. Stevenson Ranch CA 24961 The Old Rd",,,Salesforce
11106667,Inactive Investor,Adrian Alexander,Client Service Associate,Morgan Stanley Pittsburgh PA 1 PPG Pl,adrian.alexander@morganstanley.com,,Salesforce
11163099,Inactive Investor,Jackie Stern,,"Wells Fargo Clearing Services, LLC",jackie.cheung@wellsfargoadvisors.com,,Salesforce
11058620,Inactive Investor,Brendaliz Valenzuela,Private Client Advisor,J.P. Morgan Securities LLC San Ramon CA 3104 Crow Canyon Pl,brendaliz.valenzuela@jpmorgan.com,,Salesforce
10830509,Inactive Investor,Richard Thomas,,Cetera Investment Services LLC Point Pleasant Beach NJ 604-610 Laurel Ave,richard.thomas@ceterais.com,,Salesforce
10903712,Inactive Investor,Catherine Latto,Investment Advisor,"Osaic Wealth, Inc. Charleston SC 1118 Savannah Hwy",,,Salesforce
10918782,Inactive Investor,Jamie Zolezzi,,"Avantax Investment Services, Inc. Hillsboro OR 5635 NE Elam Young Pkwy",,,Salesforce
10989840,Inactive Investor,Levi Mavorhis,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
10872964,Inactive Investor,Brandy Mickens,,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",brandy.mickens@equitable.com,,Salesforce
11070516,Inactive Investor,Samuel Blake,,"Northwestern Mutual Investment Services, LLC Ridgeland MS 210 Draperton Ct",samuel.blake@nm.com,,Salesforce
11060437,Inactive Investor,Evan Pinney,Investment Advisor Representative,Lincoln Investment Independence OH 2 Summit Park Dr,epinney@lincolninvestment.com,,Salesforce
11195032,Inactive Investor,Mary Chivers,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",maryann_chivers@ml.com,,Salesforce
10893666,Inactive Investor,Katie Thornton,,LPL Financial LLC McLean VA 8300 Greensboro Dr,katie.thornton@lpl.com,,Salesforce
10869173,Inactive Investor,Dino Dimeo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",dino.dimeo@ml.com,,Salesforce
10870289,Inactive Investor,Brenden Olsen,Financial Planner,Commonwealth Financial Network Norfolk NE 3204 W Benjamin Ave,bolsen@commonwealth.com,,Salesforce
228891,, -,,[[Unknown]],louis@feldmanlegalpa.com,,Organic Search
10661409,,Craig Rosenberg,,,crosenberg@proxyvoteplus.com,,List Import
11029658,Inactive Investor,Justin Golec,,NYLIFE Securities LLC South Hadley MA 129 College St,jgolec@ft.newyorklife.com,,Salesforce
11139614,Inactive Investor,Scott Ramirez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11145974,Inactive Investor,Ian Mccollam,Financial Advisor,UBS Financial Services Inc.,ian.mccollam@ubs.com,,Salesforce
11010191,Inactive Investor,Craig Miller,,Cetera Advisors LLC Rockwall TX 55 Noble Ct,,,Salesforce
10868358,Inactive Investor,Joshua Stamm,Investment Advisor;Partner;Senior Partner,"Legacy Wealth Management Group, Inc.",,,Salesforce
11062819,Inactive Investor,Jason Snyder,,"Raymond James Financial Services, Inc. Rockville MD 15245 Shady Grove Rd",jason.snyder@raymondjames.com,,Salesforce
10617387,,Yahaira Felix,,,yahaira.felix@jpmorgan.com,,List Import
11007195,Inactive Investor,Taylor Ayres,,"Avantax Investment Services, Inc. Dubuque IA 3390 Asbury Rd",taylor.ayres@avantax.com,,Salesforce
9640082,,Stephen Browne,,,steve.browne@paulcomstockpartners.com,,List import
10917675,Inactive Investor,Michael Organ,Chief Investment Officer;Financial Advisor,"CAP Partners, LLC",,,Salesforce
345951,,John Ahern,Vice President,Compass Capital Corporation,john@compasssecurities.com,781-535-6083,Manual List Upload
11158522,Inactive Investor,Bonnie Larsen,Chief Compliance Officer;Founding Principal;Managing Director;Managing Partner,"Purus Wealth Management, LLC",blarsen@puruswm.com,,Salesforce
10912118,Inactive Investor,Jake Foldenaur,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",jake.foldenaur@ampf.com,,Salesforce
181322,,Qba Net,,[Unknown],qbanet@gmail.com,,
9574098,,Richard Appaluccio,,,rappaluccio@procyonpartners.net,,List import
10796667,Inactive Investor,Charles Tollinchi,,"Samuel A. Ramirez & Company, Inc.",charles.tollinchi@ramirezco.com,,Salesforce
10853994,Inactive Investor,Darryl Sloan,,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",,,Salesforce
9552280,,C. Ryan Smith,,,rsmith@kensicocapital.com,,List import
11121399,Inactive Investor,Raul Valencia,Vice President - Investments,J.P. Morgan Securities LLC San Antonio TX 22203 W Interstate 10,raul.valencia@jpmorgan.com,,Salesforce
11062306,Inactive Investor,Walter Lother,Financial Advisor,Edward Jones Rutland VT 128 Merchants Row,walter.lother@edwardjones.com,,Salesforce
9545367,,Kristine Zakaite,,,kristinezakaite@pokergiants.com,,List import
10922108,Inactive Investor,Matthew Beeghley,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",matthew.beeghley@nm.com,,Salesforce
10941052,Inactive Investor,Nyla Pollard,,"Navy Federal Investment Services, LLC San Diego CA 9999 Willow Creek Rd",nyla_pollard@navyfederal.org,,Salesforce
11142809,Inactive Investor,Lauren Fairey,,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",lauren.fairey@tfaconnect.com,,Salesforce
9556306,,Roel vde,,,roelvde@gmail.com,,List import
10801927,Inactive Investor,Mattias Herzog,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",mattias.herzog@ml.com,,Salesforce
9540971,,Genti Cici,,,genti9@yahoo.com,,List Import
10815900,Inactive Investor,Katherine Sailor,,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",ksailor@massmutual.com,,Salesforce
9543531,,Jack Cima,,,jack.cima@voyafa.com,,List import
11083227,Inactive Investor,Lorraine Sim,Financial Advisor,"Bankoh Investment Services, Inc.",lorraine.sim@boh.com,,Salesforce
10759010,Inactive Investor,Vince Stafford,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",vince_stafford@ml.com,,Salesforce
10476811,,Peter Taavaomalii,,,peter.taavaomalii@gmail.com,,Web Form Fillout
10892484,Inactive Investor,Szablis Klee,Financial Advisor;Principal,United Planners' Financial Services of America A Limited Partner Rochester MN 1741 2nd St SW,,,Salesforce
10858372,Inactive Investor,Susan Eastman,First Vice President,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",eastmans@stifel.com,,Salesforce
10969322,Inactive Investor,Ryan Mcdonald,,J.P. Morgan Securities LLC,,,Salesforce
10916343,Inactive Investor,Anayeli Salto,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10510344,,Jared Palish,VP ETF Specialist,Calamos Investments,jpalish@calamos.com,,List Import
10606474,,Noreen McGorty,"Chief Compliance Officer, Director - Operations, Operations Manager",MONECO Advisors,noreen@monecoadvisors.com,203-319-3550,
9619834,,John Allies,,,johnallies@yahoo.co.uk,,List import
9623017,,Chip Russo,,,chiprusso508@gmail.com,,List import
10947410,Inactive Investor,Frederic Cassivi,,"Osaic Wealth, Inc. Hershey PA 1404 E Chocolate Ave",,,Salesforce
9641906,,Nick Gerace,,,ngerace@dynastyfp.com,,List import
10928584,Inactive Investor,Adam Ostermiller,,LPL Financial LLC San Diego CA 4707 Executive Dr,adam.ostermiller@lpl.com,,Salesforce
11003650,Inactive Investor,Alina Zeledon,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",alina.zeledon@raymondjames.com,,Salesforce
10777808,Inactive Investor,Kelly Pierce,Private Client Advisor,J.P. Morgan Securities LLC Akron OH 3265 W Market St,kelly.pierce@jpmorgan.com,,Salesforce
10951770,Inactive Investor,Shane McGrath,,"Prudential Annuities Distributors, Inc",shane.mcgrath@prudential.com,,Salesforce
11126723,Inactive Investor,Mary Rickford,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",mary.rickford@nm.com,,Salesforce
9642151,,Tom Dean,,,2tomdean@gmail.com,,List import
10917437,Inactive Investor,John Simmons,,"Morris Group, Inc. Indianapolis IN 8250 Haverstick Rd",,,Salesforce
11184209,Inactive Investor,Amrit Mathur,,"RBC Capital Markets, LLC Irvine CA 400 Spectrum Center Dr",,,Salesforce
10902558,Inactive Investor,Francis Ronquillo,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",francis.ronquillo@gwrs.com,,Salesforce
10985199,Inactive Investor,Sanaz Fasihiyazdi,,J.P. Morgan Securities LLC San Jose CA 1866 Camden Ave,sanaz.fasihiyazdi@jpmorgan.com,,Salesforce
10958052,Inactive Investor,Michael Crane,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,michael.crane@primerica.com,,Salesforce
10775039,Inactive Investor,Arthur Scott,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Corpus Christi TX 800 N Shoreline Blvd,arthur.scott@ubs.com,,Salesforce
11004887,Inactive Investor,Alisa Greer,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,agreer@primerica.com,,Salesforce
9631988,,Jimmy Wong,,ALF,darock28@gmail.com,7573233553,List import
11210174,Inactive Investor,Jacob Herget,Financial Advisor,Edward Jones Imperial MO 1275 Main St,jacob.herget@edwardjones.com,,Salesforce
10977370,Inactive Investor,Colin Reilly,,Jefferies LLC,creilly@jefferies.com,,Salesforce
10780443,Inactive Investor,Gary Lanfrankie,,Morgan Stanley,gary.lanfrankie@morganstanley.com,,Salesforce
10798637,Inactive Investor,Daniel Pinkerton,Chief Executive Officer;Founder;Managing Member;President,"Pinkerton Retirement Specialists, LLC",dan@pinkertonretirement.com,,Salesforce
10862721,Inactive Investor,Patricia Gugliotti,,"Grove Point Investments, LLC Waterbury CT 91 Schraffts Dr",,,Salesforce
11203669,Inactive Investor,Ronald Odle,,"Osaic Institutions, Inc. Fowler IN 300 E 5th St",,,Salesforce
10888485,Inactive Investor,David Saltzman,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
123470,,William Hoffman,Retirement Planner,Financial Engines Advisors L.l.c.,william.hoffman@securitiesamerica.com,402-399-9111,
9602654,,Raymond Wilt,,,raymond.wilt@mailfence.com,,List import
10856274,Inactive Investor,Bernard Tessitore,Financial Advisor,"Stifel Independent Advisors, LLC New Orleans LA Private Residence",btess@stifelindependence.com,,Salesforce
10937197,Inactive Investor,Kelly Baldwin,,"Principal Securities, Inc.",baldwin.kelly@principal.com,,Salesforce
10510796,,Tony Kelly,co-Founder,BondBloxx Investment Management,tony.kelly@bondbloxxetf.com,,List Import
9559604,,Darren Sweeney,,,darren.sweeney@lfg.com,,List import
11128547,Inactive Investor,Nicholas Wintermeyer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nicholas_wintermeyer@vanguard.com,,Salesforce
10848104,Inactive Investor,Linda Rabon,Financial Advisor,"Ameriprise Financial Services, LLC Conway SC 1002 Buck St",linda.rabon@ampf.com,,Salesforce
9604732,,Jim Olson,,,jolson547@gmail.com,,List import
10794949,Inactive Investor,Marc Fragola,,"Kestra Investment Services, LLC South Burlington VT 620 Hinesburg Rd",mfragola@nfp.com,,Salesforce
11202496,Inactive Investor,Eric-Raymond Peterson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eric-raymond_peterson@vanguard.com,,Salesforce
10967898,Inactive Investor,Jared Blair,Associate,J.P. Morgan Securities LLC Evanston IL 909 Davis St,jared.blair@jpmorgan.com,,Salesforce
10865092,Inactive Investor,Matthew Zacarias,Private Client Advisor,J.P. Morgan Securities LLC Carmel IN 10495 N Michigan Rd,matthew.r.zacarias@jpmorgan.com,,Salesforce
9629749,,Lakew Adnew,,,lovingheal@gmail.com,,List import
10646089,,Elliott Vaughn,,,elliott.vaughn@lpl.com,,List Import
10812433,Inactive Investor,Sondra Payne,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",sondra.payne@equitable.com,,Salesforce
11118134,Inactive Investor,Stephen Fortenberry,,Hilltop Securities Inc.,,,Salesforce
11126780,Inactive Investor,Philip Condit,Financial Advisor;President,Condit Wealth Management Co Fargo ND 2701 9th Ave S,,,Salesforce
10915434,Inactive Investor,Jason Shell,,"Raymond James Financial Services, Inc. Salisbury NC 430 Jake Alexander Blvd W",jason.shell@raymondjames.com,,Salesforce
10616461,,Neil Moscicki,,,nmoscicki@wintrustwealth.com,,List Import
228366,, -,,[[Unknown]],skamal2006@aol.com,,Paid Search
10983868,Inactive Investor,Jonathan Chester,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,jonathan.chester@primerica.com,,Salesforce
9546627,,Joshua Braganza,,,josh.braganza13@gmail.com,,List import
10774996,Inactive Investor,Gary Lovallo,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gary.v.lovallo@jpmorgan.com,,Salesforce
8737791,,Dennis Romagnano,,,dmr744@verizon.net,410-977-7272,Web Form Fillout
11005672,Inactive Investor,Evelyn Mendez,,"Wells Fargo Clearing Services, LLC Houston TX 6990 Hwy 6 N",,,Salesforce
11086317,Inactive Investor,Daniel Coyle,Financial Advisor,Edward Jones Brandon FL 204 Lithia Pinecrest Rd,dan.coyle@edwardjones.com,,Salesforce
11034208,Inactive Investor,Kim Crooks,,PFS Investments Inc. West Hempstead NY 357 Hempstead Tpke,kcrooks@primerica.com,,Salesforce
10957609,Inactive Investor,Paul Emig,Regional Vice President,PFS Investments Inc. Friendswood TX 1506 E Winding Way Dr,paul.emig@primerica.com,,Salesforce
11108474,Inactive Investor,John Northrup,Chief Compliance Officer;Financial Planner;Founder;Owner,"Experience Your Wealth, LLC",,,Salesforce
10937298,Inactive Investor,Gregory Leuthold,Financial Advisor,"Ameriprise Financial Services, LLC Sioux Falls SD 5024 S Bur Oak Pl",greg.leuthold@ampf.com,,Salesforce
9556421,,? ??,,,zzanggooi0711@naver.com,,List import
10957349,Inactive Investor,Peter Hansen,,"Equitable Advisors, LLC Peoria IL 6746 N Frostwood Pkwy",peter.hansen@equitable.com,,Salesforce
11196771,Inactive Investor,Natalie Hamlin,,J.P. Morgan Securities LLC Dayton OH 2687 Fairfield Commons Blvd,natalie.hamlin@jpmorgan.com,,Salesforce
10926890,Inactive Investor,Brunelle Mpembe,,Fidelity Brokerage Services LLC,,,Salesforce
11162645,Inactive Investor,Brian Henson,Financial Advisor,Edward Jones Henderson TN 134 E Main St,brian.henson@edwardjones.com,,Salesforce
10900389,Inactive Investor,Daniel Tacker,Investment Advisor Representative,"NFI Advisors, Inc",dtacker@nfiadvisors.com,,Salesforce
11234268,Inactive Investor,Trista McDermott,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10823001,Inactive Investor,Matthew Davidson,,"Raymond James Financial Services, Inc. Beverly MA 715 Hale St",matthew.davidson@raymondjames.com,,Salesforce
10968768,Inactive Investor,Causen Shafer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11137756,Inactive Investor,Julio Delgado,Financial Advisor,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,julio.delgado@jpmorgan.com,,Salesforce
11089746,Inactive Investor,Kenneth Kenelly,,State Farm VP Management Corp. Baton Rouge LA 13234 Perkins Rd,ken.kenelly.lhg4@statefarm.com,,Salesforce
9592922,,Eric Chin,,,echin@crosslinkcapital.com,,List import
10881882,Inactive Investor,Oscar Pena,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",,,Salesforce
11174488,Inactive Investor,Ryan Peterson,Financial Advisor,Edward Jones Plainfield IL 15300 S Rte 59,ryan.peterson@edwardjones.com,,Salesforce
9641864,,Jamie Spinner,,,jspinner@primequadrant.com,,List import
11087582,Inactive Investor,Cynthia Gallagher,Financial Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",cynthia.gallagher@lfg.com,,Salesforce
10788013,Inactive Investor,Arthur Mitchell,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,dale.mitchell@jpmorgan.com,,Salesforce
11294073,,Erie Johnson,,,eriejohnson@qcbt.com,,Web Form Fillout
9550624,,Samuel Hyland,,,hyland@walnutgreen.net,,List import
10999033,Inactive Investor,Cherl Robinson,,"Voya Financial Advisors, Inc. Bloomfield Hills MI 41000 Woodward Ave",cherl.robinson@voya.com,,Salesforce
10876040,Inactive Investor,William Bland,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,,,Salesforce
9598340,,Myranda Fabian,,,myranda.fabian@plantemoran.com,,List import
11036068,Inactive Investor,Amy Seong,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10786222,Inactive Investor,Jeffery Morhous,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,jeffery.morhous@fidelity.com,,Salesforce
9561956,,Bradd -,,,picone.bradd@gmail.com,,List import
10891236,Inactive Investor,James Kuhlman,,State Farm VP Management Corp. Corvallis OR 1807 NW Kings Blvd,,,Salesforce
11083195,Inactive Investor,Mark Hedman,,Cetera Investment Services LLC Saint Paul MN 1501 County Road C W,mark.hedman@ceterais.com,,Salesforce
10794296,Inactive Investor,Riley Kelly,Chief Compliance Officer;Chief Visionary Officer;Founder;President,"Wealth Legacy Group, Inc.",riley@wealthlegacygroup.com,,Salesforce
10874968,Inactive Investor,James Mashburn,Financial Advisor,Edward Jones Punta Gorda FL 100 Sullivan St,james.mashburn@edwardjones.com,,Salesforce
11032927,Inactive Investor,Stilianos Karagatsoulis,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
11150711,Inactive Investor,Natthavadee Khemsuwan,,NYLIFE Securities LLC New York NY 285 Fulton St,nkhemsuwan@ft.newyorklife.com,,Salesforce
11208305,Inactive Investor,Charles Dawkins,Advice Consultant,"TIAA-CREF Individual & Institutional Services, LLC Hattiesburg MS Private Residence",charles.dawkins@tiaa.org,,Salesforce
11033905,Inactive Investor,Gloria Travis,Division Leader,PFS Investments Inc. Omaha NE 11811 I St,gloria.travis@primerica.com,,Salesforce
10862745,Inactive Investor,Rick Phillips,,NYLIFE Securities LLC Butte MT Private Residence,rlphillips@ft.newyorklife.com,,Salesforce
10816383,Inactive Investor,Eric Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 3401 Mallory Ln",eric.johnson@ampf.com,,Salesforce
47632,,William Spears,"Chairman, Portfolio Manager, And Manager",Spears Abacus Advisors Llc,wspears@spearsabacus.com,(212) 230-9840,Manual List Upload
10884385,Inactive Investor,Mehdi Azizi,Financial Advisor,"Ameriprise Financial Services, LLC Middlebury CT 835 Straits Tpke",mehdi.azizi@ampf.com,,Salesforce
9560961,,Eve Biber,,,eve@pinnaclewealthonline.com,,List import
11238511,Inactive Investor,Halie Smith,,V Wealth Advisors,halie.smith@vwealth.com,,Salesforce
9608977,,christian lains,,,clains@gmail.com,,List import
10845581,Inactive Investor,Carol Browntaylor,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,carol.browntaylor@primerica.com,,Salesforce
10898606,Inactive Investor,Larry Davis,,Sigma Financial Corporation Utica MI 51424 Van Dyke Ave,,,Salesforce
9618987,,Alicia Jung,,,alicia198784@gmail.com,,List import
9569589,,Mark Ghafari,,,mark@strategieswealth.com,,List import
10769116,Inactive Investor,Bryan Oesterreicher,,"Samuel A. Ramirez & Company, Inc.",,,Salesforce
11030429,Inactive Investor,Scott Stephan,,"Portside Wealth Group, LLC Riverside CA 5041 La Mart Dr",,,Salesforce
10981654,Inactive Investor,Colt Richards,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,colt.richards@fidelity.com,,Salesforce
11020014,Inactive Investor,Lino Deangelis,Wealth Advisor,"Alliance Wealth Management Group, LLC",ldeangelis@alliancewmg.com,,Salesforce
10924223,Inactive Investor,Teja Ganti,,HSBC Securities (USA) Inc.,,,Salesforce
9642292,,Olga Feldmeier,,,olga.feldmeier@smartvalor.com,,List import
9622085,,Marcel Burger,,,marcel@burgercrypto.com,,List import
11106269,Inactive Investor,John Morrill,,Cetera Advisor Networks LLC Evergreen CO Private Residence,,,Salesforce
10832077,Inactive Investor,Kenneth Himmler,Chief Compliance Officer;Chief Executive Officer;Founder,H&H Retirement Design and Management Inc,,,Salesforce
10758221,Inactive Investor,Paul Mosqueda,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",paul.mosqueda@rbc.com,,Salesforce
10879595,Inactive Investor,Hiromitsu Ishida,,Goldman Sachs & Co.,hiromitsu.ishida@gs.com,,Salesforce
10977229,Inactive Investor,William Hon,,State Farm VP Management Corp. Saint Petersburg FL 8950 Dr Martin Luther King Jr St N,,,Salesforce
9615255,,aminul Islam,,,amilislam7@gmail.com,,List import
9568701,,Adam Anastasoff,,,adam.anastasoff@fmr.com,,List import
11094987,Inactive Investor,Armand Chavez,Investment Advisor,Fisher Investments,,,Salesforce
10613352,,Paul Lowerre,"Financial Advisor, Senior Vice President - Wealth Management",,paul.lowerre@ubs.com,,List Import
10903347,Inactive Investor,John Hamilton,,State Farm VP Management Corp. Poteau OK 1201 N Broadway St,,,Salesforce
9646964,,Victor Gutzwa,,,victor.a.gutzwa@wellsfargoadvisors.com,,List import
10917293,Inactive Investor,Rishi Sondhi,Chief Compliance Officer;Managing Director,"Sondhi Capital, LLC Chelmsford MA 6 Alpine Ln",,,Salesforce
9606119,,William Sherwood,,,bill_sherwood@comcast.net,,List import
11098783,Inactive Investor,Gary Yarus,Chief Compliance Officer;Managing Partner;President,Diversified Capital Corp.,,,Salesforce
10946936,Inactive Investor,Matthew Collins,,"Next Financial Group, Inc. Sewell NJ 700 Lantern Way",mcollins@nextfinancial.com,,Salesforce
9626524,,kyuoh choi,,,2j1@kakao.com,,List import
10967784,Inactive Investor,Mariana Johnson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,mariana_johnson@vanguard.com,,Salesforce
11020152,Inactive Investor,Daniel Elias,,Keller Financial Group,,,Salesforce
243205,,Mike De Feo,Head of Defined Contribution Sales,Allianz Life,michael.defeo@allianzlife.com,,Manual List Upload
10930599,Inactive Investor,Zonia Pullen,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",zpullen@sanctuarywealth.com,,Salesforce
339249,,Kimberly Reynolds,Senior Investment Adviser,"The Welch Group, Llc",kimberly@welchgroup.com,205-879-5001,Manual List Upload
10970232,Inactive Investor,Lily Zhang,Financial Advisor,DiversiFi Capital LLC,lily@diversificapital.com,,Salesforce
10970953,Inactive Investor,Sherry Farris,,"Concourse Financial Group Securities, Inc. Decatur AL 1825 Beltline Rd SW",sherry.farris@concoursefinancial.com,,Salesforce
11023978,Inactive Investor,Trina Knoche,,"Farmers Financial Solutions, LLC Port Orchard WA 104 Tremont St",tknoche1@farmersagent.com,,Salesforce
11107483,Inactive Investor,Ruth Yidnekatchew,Registered Client Service Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,,,Salesforce
343931,,Justin Kaplan,Member,"Balance Point Capital Advisors, Llc",jkaplan@balancepointcapital.com,203-652-8250,Manual List Upload
11167560,Inactive Investor,John Hough,,"American Portfolios Financial Services, Inc.",jhough@americanportfolios.com,,Salesforce
10783799,Inactive Investor,Scott Gwin,Private Client Advisor,J.P. Morgan Securities LLC Greenfield IN 2057 N State St,scott.a.gwin@jpmorgan.com,,Salesforce
10888347,Inactive Investor,Asad Ali,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Encino CA 16000 Ventura Blvd",asad.ali@schwab.com,,Salesforce
10982801,Inactive Investor,Jonathan Drayer,Relationship Manager,BNY Mellon Securities Corporation New York NY 240 Greenwich St,jonathan.drayer@bnymellon.com,,Salesforce
11255084,Inactive Investor,David Reiter,Director - Qualified Plans;Financial Advisor;Regulatory Contact,"Financial Advisors Network, Inc.",david@fanwmg.com,,Salesforce
10997167,Inactive Investor,Mark Anuszkiewicz,,NYLIFE Securities LLC Crown Point IN Private Residence,anuszkiewicz@ft.newyorklife.com,,Salesforce
11220421,,Joel Sauber,,,joel.sauber@pgim.com,,Other
11051322,Inactive Investor,Eric Slugantz,,"The Leaders Group, Inc.",,,Salesforce
10844454,Inactive Investor,Sherie Harrison,Senior Client Associate,Morgan Stanley Cockeysville MD 303 International Cir,,,Salesforce
10995340,Inactive Investor,Christopher Rivera,,J.P. Morgan Securities LLC Stafford VA 40 Prosperity Ln,christopher.rivera@jpmorgan.com,,Salesforce
11159794,Inactive Investor,Timothy Martin,Financial Advisor,"MML Investors Services, LLC Clarkston MI 5980 S Main St",tjmartin@financialguide.com,,Salesforce
43954,,Stephen Houseman,,"Voya Financial Advisors, Inc.",steve.houseman@voya.com,,
229992,,robit -,,robit [[Unknown]],robitdass11@gmail.com,,Direct
10860473,Inactive Investor,Timothy Morgan,Financial Consultant,"Equitable Advisors, LLC Camillus NY Private Residence",timothy.morgan@equitable.com,,Salesforce
11070778,Inactive Investor,Edgar Mejia,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
223017,,Jeremy Ward,,[Unknown],jeremyward858@yahoo.com,,
10928269,Inactive Investor,Lee Lester,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11040702,Inactive Investor,Lori Montgomery,Chief Compliance Officer,"Highland Capital Management, LLC",lmontgomery@highlandcap.com,,Salesforce
11139357,Inactive Investor,Randy Husman,Financial Advisor,"Pruco Securities, LLC. Oshkosh WI 382 S Koeller St",randy.husman@prudential.com,,Salesforce
237399,, -,,[[Unknown]],zltnmrtn@yahoo.com,,
9589562,,John Barth,,,jbarthbuff50@gmail.com,,List import
10784581,Inactive Investor,Colleen O'Brien,Branch Manager,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,colleen.obrien@morganstanley.com,,Salesforce
11206835,Inactive Investor,Alton Palmer,,NYLIFE Securities LLC Charleston SC 200 Meeting St,anpalmeriii@ft.newyorklife.com,,Salesforce
9640642,,Munky Luv,,,fakeemail@emailthefake.com,,List import
11076756,Inactive Investor,Aaron Anderson,Senior Vice President - Research,Fisher Investments Redwood City CA 13100 Skyline Blvd,a.anderson@fi.com,,Salesforce
10786487,Inactive Investor,Stergios Tsoulis,,"Wells Fargo Clearing Services, LLC",stergios.tsoulis@wellsfargoadvisors.com,,Salesforce
11113760,Inactive Investor,Herman-Lee Jordan,,PFS Investments Inc. West Palm Beach FL 1665 Palm Beach Lakes Blvd,hermanlee.jordan@primerica.com,,Salesforce
11083635,Inactive Investor,Brian Adams,Investment Executive;Vice President,"Fifth Third Securities, Inc. Macedonia OH 943 E Aurora Rd",,,Salesforce
10859185,Inactive Investor,Jason Krueger,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Madison WI 2923 Marketplace Dr",,,Salesforce
10752678,Inactive Investor,Tonya Rasmussen,First Vice President - Investments,"Raymond James & Associates, Inc. Highlands Ranch CO Private Residence",tonya.rasmussen@raymondjames.com,,Salesforce
9607562,,Lou Cafiero,,,wm2317@aol.com,,List import
10844836,Inactive Investor,Matthew Duplechain,,LPL Financial LLC Baton Rouge LA 10235 Jefferson Hwy,matthew.duplechain@lpl.com,,Salesforce
10510231,,Courtney Sheehy,"VP, Marketing",F/m Investments,csheehy@diffractivemanagers.com,,List Import
11059067,Inactive Investor,Robert Bryant,,LPL Financial LLC Jefferson City MO 700 Southwest Blvd,robert.bryant@lpl.com,,Salesforce
9598880,,KO BONGJIN,,,jin9203807@naver.com,,List import
10940913,Inactive Investor,Samson Ng,,"Farmers Financial Solutions, LLC Alhambra CA 2738 W Main St",sng@farmersagent.com,,Salesforce
10950980,Inactive Investor,Vincent Lambert,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,vlambert@primerica.com,,Salesforce
6065888,,Diann M Smith,,,finexo1966@kaftee.com,,Web Form Fillout
10907695,Inactive Investor,Jason Wenzel,,Cetera Advisors LLC Indianapolis IN 500 E Ohio St,,,Salesforce
10958081,Inactive Investor,Kraig Deviccaro,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,kraig.deviccaro@primerica.com,,Salesforce
10875229,Inactive Investor,David Mims,,"Farmers Financial Solutions, LLC Texarkana TX 5502 Cowhorn Creek Rd",dmims@farmersagent.com,,Salesforce
10956594,Inactive Investor,James Cunningham,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",,,Salesforce
10904540,Inactive Investor,Nicole Conway,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",nicole.conway@ml.com,,Salesforce
10828559,Inactive Investor,Theodore Eckert,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport News VA 11817 Canon Blvd",theodore.eckert@wellsfargoadvisors.com,,Salesforce
10647111,,Colton Duffy,,,colton.duffy@nm.com,,List Import
372468,,Danielle Sherwood,,United States,danielle.sherwood15@gmail.com,,Salesforce
10808769,Inactive Investor,John Fabian,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Camp Hill PA 214 Senate Ave,john.a.fabian@morganstanley.com,,Salesforce
233851,,Joe -,,Joe [[Unknown]],806mojo@gmail.com,,
11084541,Inactive Investor,Jean Marie Foreman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11065395,Inactive Investor,Adrian Moreno,,"Transamerica Financial Advisors, Inc Tucson AZ 2560 E 10th St",adrian.moreno@tfaconnect.com,,Salesforce
11234991,Inactive Investor,Melynda Rodgers,,"River Capital Advisors, LC",,,Salesforce
9632519,,Julian Rundle,,,jr@dorsetmgmt.com,,List import
10991443,Inactive Investor,Staci Smith,Senior Regional Sales Manager,"Ameriprise Financial Services, LLC Minneapolis MN 5221 Ameriprise Financial Ctr",,,Salesforce
10941250,Inactive Investor,Jason Parker,Financial Advisor,"Osaic Wealth, Inc. Carleton MI 12753 Grafton Rd",,,Salesforce
10917767,Inactive Investor,Matt Roberts,,"Cambridge Investment Research, Inc. Wake Forest NC 1241 S Main St",,,Salesforce
52784,,Jeffery Tveit,Financial Associate,Thrivent Investment Management Inc.,jeff.tveit@thrivent.com,605-234-0382,
10835635,Inactive Investor,Michael Fitch,Financial Advisor;Portfolio Manager;Senior Partner,"Second Half Financial Partners, LLC",mike@secondhalfteam.com,,Salesforce
9550498,,Zachary Snyder,,,z.snyder@fi.com,,List import
11010451,Inactive Investor,Paul Haskins,,Edward Jones Saint Petersburg FL 1110 Pinellas Bayway S,paul.haskins@edwardjones.com,,Salesforce
10858538,Inactive Investor,Sherman Steele,President,Steele Asset Management,,,Salesforce
10908156,Inactive Investor,Mark Dryden,,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",mark.dryden@ampf.com,,Salesforce
109354,,Stani Kulechov,,Aave,stani.kulechov@gmail.com,,
10963565,Inactive Investor,Alexandra Johnson,,Edward Jones Reno NV 1130 Selmi Dr,ally.johnson@edwardjones.com,,Salesforce
10757423,Inactive Investor,William Kendall,First Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,william.kendall@ubs.com,,Salesforce
11187103,Inactive Investor,Lindsay Mullen,,State Farm VP Management Corp. Clinton MS 402 Monroe St,lindsaymullen@statefarm.com,,Salesforce
9605620,,Bill Royall -,,,royallb@optonlinee.net,,List import
10793050,Inactive Investor,Andrew Bloom,,B. Riley Wealth Management Chicago IL 150 N Riverside Plz,abloom@brileywealth.com,,Salesforce
10815676,Inactive Investor,Harry Satterfield,Financial Advisor,Edward Jones Kings Mountain NC 307 E King St,doug.satterfield@edwardjones.com,,Salesforce
11043453,Inactive Investor,Hailey Mcdonald,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,hailey_mcdonald@vanguard.com,,Salesforce
9552351,,Glenn Pike,,,glenn.pike@voyafa.com,,List import
10880778,Inactive Investor,Kanen Helbig,Vice President,Kings Path Partners LLC,,,Salesforce
11185163,Inactive Investor,Brandy Goodnow,Financial Advisor,LPL Financial LLC Elbert CO Private Residence,brandy.goodnow@lpl.com,,Salesforce
11185232,Inactive Investor,Shannon Nickel,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McKinney TX 3500 Eldorado Pkwy",shannon.nickel@ml.com,,Salesforce
9576726,,Grover Stults,,,stultsg@hdvest.com,,List import
9627525,,markumansky@yahoo.com.au Umansky,,,markumansky@yahoo.com.au,,List import
10793599,Inactive Investor,Robert Levy,Financial Professional,"MML Investors Services, LLC Nashville TN Private Residence",rhlevy@financialguide.com,,Salesforce
10888888,Inactive Investor,Chad Carlson,Chief Investment Officer,"Boulay Financial Advisors, LLC",ccarlson@boulaygroup.com,,Salesforce
11236744,Inactive Investor,Kyler Redder,Investment Advisor Representative,"Portside Wealth Group, LLC Burley ID 2611 Overland Ave",,,Salesforce
10837192,Inactive Investor,Craig Solenzio,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 1302 Garnet Ave",craig.solenzio@wellsfargoadvisors.com,,Salesforce
10900751,Inactive Investor,Brennan Castleton,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10943631,Inactive Investor,Marina Du,,Goldman Sachs & Co.,,,Salesforce
9541351,,Ruslan Akrysh,,,ajpautoparts@gmail.com,,List import
10989389,Inactive Investor,Li Zheng,,NYLIFE Securities LLC New York NY 168 Canal St,lzheng@ft.newyorklife.com,,Salesforce
11095917,Inactive Investor,Raymond German,Managing Member;Owner;President,German Wealth,ray@germanlawgroup.com,,Salesforce
9613983,,igor tat,,,igortat199@gmail.com,,List import
10777828,Inactive Investor,John Caruso,Financial Advisor,Edward Jones Saint Louis MO 100 W Adams Ave,,,Salesforce
11222416,,Martha Crocker,,,mcrocker@commonwealth.com,,List Import
11184461,Inactive Investor,Kelly Jenkins,Financial Advisor;President,The Jenkins Group,kjenkins@jenkinsgroup.net,,Salesforce
10867966,Inactive Investor,Michelle Lance,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",michelle.lance@schwab.com,,Salesforce
10659370,,Peggy Wallace,,,peggy.wallace@primerica.com,,List Import
11100594,Inactive Investor,Phillip Ameduri,Senior Financial Advisor,The Huntington Investment Company Brunswick OH 1344 Pearl Rd,phillip.l.ameduri@huntington.com,,Salesforce
11190822,Inactive Investor,Cathleen Connors,Senior Client Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,cathleen.connors@jpmorgan.com,,Salesforce
10939415,Inactive Investor,Walter Piszczor,,PFS Investments Inc. Opelika AL 2101 Executive Park Dr,wpiszczor@primerica.com,,Salesforce
10831791,Inactive Investor,Christopher Vonde,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boise ID 902 W Main St",christopher.vonde@schwab.com,,Salesforce
6937836,,tom jack,,,fenonow893@wifame.com,,Web Form Fillout
10884409,Inactive Investor,Aliyah Thompson,,"Osaic Wealth, Inc. Utica NY 133 Business Park Dr",,,Salesforce
10815279,Inactive Investor,Gerald Baker,,GRB Financial LLC,,,Salesforce
11059918,Inactive Investor,Megan Fehribach,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11046017,Inactive Investor,Trevor Tillema,,"Osaic Wealth, Inc. Tualatin OR Private Residence",,,Salesforce
10915817,Inactive Investor,Jeremy Tims,Lead Advisor,"Silver Oak Securities, Incorporated Sioux Falls SD 6201 E Silver Maple Cir",jtims@silveroaksecurities.com,,Salesforce
10809436,Inactive Investor,Robert Knizak,Branch Manager;Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",robert.knizak@wellsfargoadvisors.com,,Salesforce
10844296,Inactive Investor,Gary Schatsky,Chief Compliance Officer;President,"IFC Personal Money Managers, Inc.",,,Salesforce
11104959,Inactive Investor,Andrew Wilson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Santa Barbara CA 222 E Carrillo St,andrew.wilson@ubs.com,,Salesforce
10970015,Inactive Investor,Carlton Richardson,Assistant Vice President,"Ameriprise Financial Services, LLC Charlotte NC 300 S Tryon St",carlton.richardson@lpl.com,,Salesforce
9572281,,Gökay Akdemir,,,gokayakdemir@gmail.com,,List import
11200491,Inactive Investor,Anthony Petrucci,Chief Compliance Officer;Chief Financial Officer;Director,Ashford Capital Management Inc,apetrucci@ashfordcapital.com,,Salesforce
11211711,Inactive Investor,George Assad,,"Vanderbilt Securities, LLC Methuen MA Private Residence",,,Salesforce
10597753,,Nizar Elhachem,,,nhachem1@gmail.com,,Web Form Fillout
10616971,,Mark Luperini,,,mark.a.luperini@chase.com,,List Import
10998043,Inactive Investor,David Petersons,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11207144,Inactive Investor,Michael Jennings,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Troy MI 101 W Big Beaver Rd",,,Salesforce
10992775,Inactive Investor,Joel Cesar,,PFS Investments Inc. Fort Lauderdale FL 5701 NW 88th Ave,jcesar@primerica.com,,Salesforce
11174641,Inactive Investor,Peter Halliwell,,"Raymond James Financial Services, Inc. Smithtown NY 95 Smithtown Blvd",peter.halliwell@raymondjames.com,,Salesforce
11152992,Inactive Investor,Michael Kravitz,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Boca Raton FL 5355 Town Center Rd",michael.kravitz@rbc.com,,Salesforce
11219986,,Adam Peters,,,adam.peters@allworthfinancial.com,,Other
10955155,Inactive Investor,Jill Walsh,,"Raymond James Financial Services, Inc. Vicksburg MI 625 W Prairie St",jill.walsh@raymondjames.com,,Salesforce
10754332,Inactive Investor,Jeffrey Mars,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",jeff.mars@rbc.com,,Salesforce
219503,,Charles-Henri Dupont-Wavrin,,[Unknown],chdupontwavrin@yahoo.fr,,Direct
11018120,Inactive Investor,William Demayo,Financial Professional,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
10960876,Inactive Investor,Olivia Ong,,"Transamerica Financial Advisors, Inc Beaverton OR 4900 SW Griffith Dr",olivia.ong@tfaconnect.com,,Salesforce
11128361,Inactive Investor,Gary Lane,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",gary.lane@nm.com,,Salesforce
10817272,Inactive Investor,Peter Christenson,Financial Services Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester Center VT 39 Bonnet St",peter.christenson@ml.com,,Salesforce
10761479,Inactive Investor,Guy Feldman,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,guy.feldman@morganstanley.com,,Salesforce
10826356,Inactive Investor,William Schindler,,United Planners' Financial Services of America A Limited Partner Collegeville PA 115 W Main St,,,Salesforce
11083200,Inactive Investor,Kathryn Iverson,,Cetera Investment Services LLC Saint Paul MN 1820 Lexington Ave N,,,Salesforce
11090045,Inactive Investor,Isaac Franson,Financial Advisor;Member;Portfolio Manager,Franson Financial LLC,,,Salesforce
10992831,Inactive Investor,Ethan Harkins,,Vanguard Marketing Corporation,ethan_harkins@vanguard.com,,Salesforce
10852191,Inactive Investor,Aaron Winer,Managing Member,Milestone Financial Advisors,aaron@milestoneadvice.com,,Salesforce
11129198,Inactive Investor,Adam Klaus,Financial Advisor,"Ameriprise Financial Services, LLC Hays KS 1105 E 30th St",adam.klaus@ampf.com,,Salesforce
10892561,Inactive Investor,Robert Jacob,,"Avantax Investment Services, Inc. Southgate MI 13740 Dix Toledo Rd",,,Salesforce
11060180,Inactive Investor,Christopher Nichols,,"Destiny Wealth Partners, LLC Boca Raton FL 1801 N Military Trl",,,Salesforce
10865145,Inactive Investor,Bryant Hafen,,State Farm VP Management Corp. Idaho Falls ID 2450 E 25th St,,,Salesforce
352489,,Josh Cross,IT Director,Ml&r Wealth Management Llc,jcross@mlrpc.com,512-275-2700,Manual List Upload
11142886,Inactive Investor,Danielle Dahlby,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",danielle.dahlby@ml.com,,Salesforce
11097631,Inactive Investor,Edward Levy,Account Executive,Churchill Management Group,elevy@churchillmanagement.com,,Salesforce
11082088,Inactive Investor,Mary-Margaret Hutchens,Senior Client Relationship Specialist,Triangle Wealth Management,mreynolds@trianglewealth.com,,Salesforce
9559831,,Michael Talbot,,,merritt.talbot@hancockwhitney.com,,List import
10969108,Inactive Investor,Karen Junior,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10857201,Inactive Investor,Joseph McCoy,Financial Advisor,"Pruco Securities, LLC. Saint Petersburg FL 7901 4th St N",joe.mccoy@prudential.com,,Salesforce
10756762,Inactive Investor,Drew Osborne,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",drew.osborne@ml.com,,Salesforce
10787742,Inactive Investor,George Rooker,,"Wells Fargo Clearing Services, LLC Reno NV 6005 Plumas St",george.rooker@wellsfargoadvisors.com,,Salesforce
10870795,Inactive Investor,Jennifer Deas,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jennifer.deas@fidelity.com,,Salesforce
10832839,Inactive Investor,Trevor Yates,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10847635,Inactive Investor,Karen Price,,"Avantax Investment Services, Inc. Lexington Park MD 21945 3 Notch Rd",,,Salesforce
9628122,,Samuel Rhee,,,sam.rhee@voveocap.com,,List import
11091585,Inactive Investor,John Ford,,State Farm VP Management Corp. La Quinta CA 79440 Corporate Center Dr,john.ford.j14q@statefarm.com,,Salesforce
10683656,,Joaquin Munoz,,,joaquinmunoz76@gmail.com,,Web Form Fillout
10980886,Inactive Investor,Matthew Mcgowan,,Vanguard Marketing Corporation,matthew_mcgowan@vanguard.com,,Salesforce
10730671,,Phillip Gouws,,,gouwsphillip0@gmail.com,,Web Form Fillout
10837631,Inactive Investor,Julie Won,Managing Partner;President,Hanson & Doremus Investment Management,jwon@hansondoremus.com,,Salesforce
10905300,Inactive Investor,Christian Saporta,Client Service Associate,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10885285,Inactive Investor,David Foulke,Chief Financial Officer;Regulatory Contact,UP Fintech Asset Management Newtown Square PA 3803 W Chester Pike,david@upfintecham.com,,Salesforce
11115302,Inactive Investor,Randi Rich,Client Service Associate,UBS Financial Services Inc. Hudson OH 43 Village Way,randi.rich@ubs.com,,Salesforce
9617311,,Manuel Hernandez,,,hernandez6manuel@gmail.com,,List import
10824216,Inactive Investor,Edward Moran,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",emoran@ampf.com,,Salesforce
10957960,Inactive Investor,David Bonds,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,david_bonds@vanguard.com,,Salesforce
10960357,Inactive Investor,Jared Stephenson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
7253672,,nnaemeka uchechukwu,,,elkazzy73@gmail.com,,Web Form Fillout
11053589,Inactive Investor,Glenna Durwin,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
10851531,Inactive Investor,Scott Pearring,Chief Compliance Officer;Chief Executive Officer;President,Seek First Inc.,scott@seekfirstinc.com,,Salesforce
10965763,Inactive Investor,Julie Coon,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",julie.coon@nm.com,,Salesforce
10884967,Inactive Investor,Tom Zentz,Financial Advisor,"Ameriprise Financial Services, LLC Dublin OH 6515 Longshore Loop",tom.n.zentz@ampf.com,,Salesforce
11203928,Inactive Investor,Matthew Sullivan,Banker,J.P. Morgan Securities LLC Patterson NY 3112 Rte 22,matthew.j.sullivan@jpmorgan.com,,Salesforce
1003814,Inactive Investor,Amanda Saab,,Amanda Saab,docmandy@bellsouth.net,,Content
9644186,,Varun Jain,,,vj472@stern.nyu.edu,,List import
11037202,Inactive Investor,John Mitchell,Senior Retirement Services Specialist,"Benjamin F. Edwards & Company, Inc.",adam.mitchell@benjaminfedwards.com,,Salesforce
10785307,Inactive Investor,Ryan Fry,,The Huntington Investment Company Grand Haven MI 1300 S Beacon Blvd,ryan.fry@huntington.com,,Salesforce
9627910,,Belal Enayat,,,belalalikhan@gmail.com,,List import
10758286,Inactive Investor,Matthew Johnson,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",,,Salesforce
10845175,Inactive Investor,Emily Fernberger,Financial Advisor,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",emily.fernberger@raymondjames.com,,Salesforce
91910,,John Mullen,President,Codable7,johnmullen2424@yahoo.com,,
10817119,Inactive Investor,Frank Sweeney,Investment Advisor Representative,Commonwealth Financial Network Lynnfield MA 50 Salem St,fsweeney@commonwealth.com,,Salesforce
11077538,Inactive Investor,Cheri Greene,Financial Advisor,Edward Jones Moncks Corner SC 2900 N Main St,cheri.greene@edwardjones.com,,Salesforce
10758480,Inactive Investor,Daniel Griep,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,daniel.l.griep@ubs.com,,Salesforce
10856884,Inactive Investor,Brian Luster,Chief Investment Officer;Managing Member;Principal,"Collective Family Office, LLC",brian.luster@collectivefo.com,,Salesforce
9642723,,Ahmed Nashaat,,,anashaat1@yahoo.com,,List import
11059586,Inactive Investor,Marc Wood,,J.P. Morgan Securities LLC New York NY 277 Park Ave,marc.wood@jpmorgan.com,,Salesforce
11116730,Inactive Investor,Leonard Sander,Financial Advisor;Financial Professional,"MML Investors Services, LLC Jackson MO 519 W Main St",leonardsander@financialguide.com,,Salesforce
10646529,,Robert Robinette,,,krobinette@primerica.com,,List Import
11012337,Inactive Investor,Michael Hoffman,,"Truist Investment Services, Inc. Savannah GA 33 Bull St",mhoffman@truist.com,,Salesforce
10857853,Inactive Investor,Bryan Kulp,,"Raymond James Financial Services, Inc. Bellevue WA 2700 156th Ave NE",bryan.kulp@raymondjames.com,,Salesforce
11013033,Inactive Investor,Christian Coppola,,J.P. Morgan Securities LLC Cedarhurst NY 446 Central Ave,christian.coppola@jpmorgan.com,,Salesforce
10824428,Inactive Investor,Jeffery Zimmerman,Financial Advisor,Focus Financial,,,Salesforce
10961417,Inactive Investor,Rechelle Lo,,"Wells Fargo Clearing Services, LLC Snellville GA 1590 Scenic Hwy N",,,Salesforce
11053396,Inactive Investor,Zachary Purvis,Chief Compliance Officer;Managing Member;President,Halley Hill Wealth Management LLC,zpurvis@halleyhill.com,,Salesforce
9587821,,Keith SHIMIZU,,,kshimizu@ktscpa.com,,List import
11165433,Inactive Investor,Ryan Sklenka,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11041018,Inactive Investor,Erin West,,"Northwestern Mutual Investment Services, LLC Harrisonburg VA 83 S Main St",erin.west@nm.com,,Salesforce
9552373,,q w,,,903929928@qq.com,,List import
9466552,,Matt Perona,,,matt@polychain.capital,,List Import
11222720,,Vincent Vertin,,,vince.vertin@mercedcapital.com,,List Import
11046589,Inactive Investor,Christopher Thomas,,Neuberger Berman BD LLC,christopher.thomas@nb.com,,Salesforce
11014999,Inactive Investor,Bryan Gilbert,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10908159,Inactive Investor,Russell Ingram,,"Guardian Wealth Advisors, LLC Johnson City TN 2903 E Oakland Ave",,,Salesforce
11222643,,Mark Karstrom,,,mkarstrom@coastal-one.com,,List Import
9596354,,Coast Lam,,,qihancoast@gmail.com,,List import
106523,,Nicholas Nickoletopoulos,CEO,Genesis Investments and Family Office,nikosn@sympatico.ca,,
11015990,Inactive Investor,William Parrie,,"Empower Financial Services, Inc Baton Rouge LA 9100 Bluebonnet Centre Blvd",william.parrie@empower.com,,Salesforce
11089468,Inactive Investor,Lora Davis,Financial Advisor,LPL Financial LLC Easton MD 30 E Dover St,lora.davis@lpl.com,,Salesforce
10996164,Inactive Investor,Nicholas Fuller,Financial Planner,"Quantum Financial Planning Services, Inc.",,,Salesforce
11035176,Inactive Investor,April Pollard,Financial Advisor,Edward Jones Little Rock AR 10 Corporate Hill Dr,april.pollard@edwardjones.com,,Salesforce
10776291,Inactive Investor,Jessica Jarvis,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",jessica.jarvis@ml.com,,Salesforce
11222826,,Jared Ong,,,jared@prudentnetwork.com,,List Import
11076817,Inactive Investor,John Metallic,Financial Consultant;Vice President,"Charles Schwab & Co., Inc.",john.metallic@schwab.com,,Salesforce
11007622,Inactive Investor,Patrick Stewart,,"Cadaret, Grant & Co., Inc. White Plains NY 470 Mamaroneck Ave",pstewart@ae.cadaretgrant.com,,Salesforce
10612353,,Frank Codispoti,Financial Advisor,,frank.codispoti@prudential.com,,List Import
10814873,Inactive Investor,Richard Ganter,Chief Executive Officer;Principal,Balanz Miami FL 1441 Brickell Ave,,,Salesforce
10800886,Inactive Investor,Jonathan Madrigano,Family Wealth Director;Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,jonathan.madrigano@morganstanley.com,,Salesforce
10990148,Inactive Investor,Christopher Kimbro,,"DAI Securities, LLC Santa Rosa Beach FL 34 Brook Ct",,,Salesforce
11059320,Inactive Investor,Diana Kahn,President;Secretary;Treasurer,"The Financial Pharmacist, Inc.",diana@thefinancialpharmacist.com,,Salesforce
10916327,Inactive Investor,Madeleine Mcmillan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11154203,Inactive Investor,Wan-I Chen,,"Equity Services, Inc.",wchen@nationallife.com,,Salesforce
10757670,Inactive Investor,Ronald Lacis,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10908829,Inactive Investor,Christopher O'Brien,Senior Control Associate;Senior Risk Associate,"Wells Fargo Clearing Services, LLC Nottingham MD 8851 Belair Rd",christopher.j.obrien@wellsfargo.com,,Salesforce
10657596,,George Saliga,,,george.saliga@jpmorgan.com,,List Import
11054680,Inactive Investor,Erica Love,,"Farmers Financial Solutions, LLC Opelika AL 44 Samford Ave",elove@farmersagent.com,,Salesforce
11003998,Inactive Investor,China Fleming,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11167681,Inactive Investor,John McNeil,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11154810,Inactive Investor,James Cuppia,Financial Advisor,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",james.cuppia@wellsfargoadvisors.com,,Salesforce
11007526,Inactive Investor,Christina O'Connell,,NYLIFE Securities LLC Wakefield MA 2 Pleasure Island Rd,,,Salesforce
10939763,Inactive Investor,Miguel Moroyoqui,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11172844,Inactive Investor,Noelle Davighi,,Fidelity Brokerage Services LLC,noelle.davighi@fidelity.com,,Salesforce
9621724,,Joshua Fine,,,joshfinejoshfine@gmail.com,,List import
10595234,,range range,,,rangechannel000@gmail.com,,Web Form Fillout
9573355,,Marc Samit,,,msamit@basswoodpartners.com,,List import
10816733,Inactive Investor,Jeffrey James,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Tulsa OK 2200 S Utica Pl,jeffrey.james@morganstanley.com,,Salesforce
10876172,Inactive Investor,Neal Clements,Chief Compliance Officer;President;Wealth Advisor,Pile Wealth Management,nclements@pilewealth.com,,Salesforce
11172037,Inactive Investor,Ann Noble,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",ann.noble@nm.com,,Salesforce
11154949,Inactive Investor,Kimhoa Mai,,Citigroup Global Markets Inc.,,,Salesforce
11072798,Inactive Investor,Ian Sullivan,,"Wells Fargo Clearing Services, LLC Medford OR 1320 E McAndrews Rd",,,Salesforce
10842593,Inactive Investor,Ember Flack,Chief Compliance Officer;Principal,"Ember L. Flack, JD, CFP, CLU, ChFC",ember@emberlflack.com,,Salesforce
9619631,,Tommy Seymore,,,ttseymore@yahoo.com,,List import
10803840,Inactive Investor,Forrest Watson,,PFS Investments Inc. Canton GA 270 E Main St,forrest.watson@primerica.com,,Salesforce
10840800,Inactive Investor,Erin Martin,Investment Advisor Representative;Managing Member;Partner;Retirement Plan Advisor,Phillips Financial,erin@1phillips.com,,Salesforce
341468,,Jeffrey Lomasky,Senior Managing Director And Chief Financial Officer,"Cerberus Capital Management, L.p.",jlomasky@cerberuscapital.com,212-891-2100,Manual List Upload
10613065,,Peter Wiener,"Senior Financial Advisor, Senior Vice President",,peter_a_wiener@ml.com,,List Import
10762766,Inactive Investor,William Cates,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",bill.cates@rbc.com,,Salesforce
11226534,,jacopo carella,,,jackjack0099@gmail.com,,Web Form Fillout
11162013,Inactive Investor,Patrick Randall,Chief Compliance Officer;Owner;Portfolio Manager;Wealth Manager,Bulldog Financial Planning Cumberland RI 23 Wollen Dr,,,Salesforce
10486524,,Chase Perry,"Partner, Wealth Manager",Beaird Harris,chasep@bh-co.com,,List Import
11201162,Inactive Investor,Kelly Maregni,President,Pathstone Boston MA 24 Federal St,kmaregni@pathstone.com,,Salesforce
235750,, -,,[[Unknown]],goestxx310@hotmail.com,,Organic Search
9623236,,MINLING LIAN,,,409190689@qq.com,,List import
10899169,Inactive Investor,Athena Stone,Chief Compliance Officer;Investment Advisor;President,"Attentive Investments, LLC",athena@attentiveinv.com,,Salesforce
10983091,Inactive Investor,Nicole Defour-Ace,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,nace@primerica.com,,Salesforce
10976255,Inactive Investor,Ryan Schantz,,Fidelity Brokerage Services LLC,,,Salesforce
336867,,Sean Krasan,Vice President,Sage Advisory Services Ltd Co,skrasan@sageadvisory.com,512-327-5530,Manual List Upload
80262,,Caren Levine,Financial Advisor,"MML Investors Services, LLC",clevine@massmutual.com,610-766-3043,
11267539,Inactive Investor,Jared Haims,Lead Financial Advisor,Consolidated Portfolio Review Corp,jhaims@cooperhaims.com,585.248.6400,Salesforce
9625898,,Yaser Al Nimr,,,yaser.alnimr@eibank.com,,List import
10896420,Inactive Investor,Lindsay Cooper,,"Raymond James Financial Services, Inc. Lubbock TX 2001 Broadway",lindsay.cooper@raymondjames.com,,Salesforce
10896456,Inactive Investor,Christopher Russon,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",christopher.russon@ml.com,,Salesforce
9605675,,Walter III,,,dixon3@dhfb.com,,List import
11209811,Inactive Investor,John Hunt,,"Northwestern Mutual Investment Services, LLC Phoenix AZ 2201 E Camelback Rd",john.hunt@nm.com,,Salesforce
9621596,,ELISEE PIERRE PAUL,,,ppaulelisee@gmail.com,,List import
11111680,Inactive Investor,Patrick Bogues,,Goldman Sachs & Co.,patrick.bogues@gs.com,,Salesforce
10644013,,Timothy Sharp,,,timothy.sharp@schwab.com,,List Import
117644,,James Laughlin,Senior Financial Advisor,USAA Investment Services Company,james.laughlin@usaa.com,210-498-0226,
11076631,Inactive Investor,Jessica Blumenfeld,Financial Advisor,Edward Jones Michigan City IN 401 Washington St,jessica.blumenfeld@edwardjones.com,,Salesforce
9571830,,Jeremiah Sensenig,,,jeremiahsensenig@financialguide.com,,List import
11006328,Inactive Investor,Caleb Kirby,Financial Planner;Financial Services Professional,"Northeast Planning Associates, Inc.",ckirby@northeastplanning.com,,Salesforce
52810,,Heidi Peterson,Director,Portland Global Advisors LLC,heidi@portlandglobal.com,207-773-2773,
213081,,kevin welch,,[Unknown],kevwelch4@yahoo.com,,Content
219369,,Win Browning,,[Unknown],winbrowning@gmail.com,,Direct
11191741,Inactive Investor,Anna Washburn,,"Cambridge Investment Research, Inc. Xenia OH 114 S Detroit St",,,Salesforce
9647263,,Conner Davis,,,conner.davis@carmonyadvisors.com,,List import
10922681,Inactive Investor,Julia Robichaud,Manager,"Charles Schwab & Co., Inc. Chicago IL Private Residence",,,Salesforce
10917667,Inactive Investor,Paul Vollmar,Investment Advisor Representative,Stout Bowman,paul@stoutbowman.com,,Salesforce
348277,,Mark Miclean,Vice President,Investment Advisory Professionals Llc,mark@iapllc.com,561-391-4477,Manual List Upload
10967010,Inactive Investor,Rachel Currington,Financial Advisor,Edward Jones Escondido CA 1081 Borden Rd,rachel.currington@edwardjones.com,,Salesforce
9545728,,Pim Volkers,,,pim@volkers.net,,List import
9586201,,Carey Heywood,,,carey.heywood@suntrust.com,,List import
10806763,Inactive Investor,Leslie Beck,Chief Compliance Officer;Founder;Member,"Beck Investment Management, LLC Palo Alto CA 530 Lytton Ave",leslie.beck@beckinvmgt.com,,Salesforce
11009999,Inactive Investor,Shawn Grant,Representative,Lincoln Investment,shgrant@lincolninvestment.com,,Salesforce
10961638,Inactive Investor,Kyle Tompkins,,Citigroup Global Markets Inc.,,,Salesforce
10877957,Inactive Investor,Michelle Brandt,Branch Operations Manager;Client Associate,D.A. Davidson & Co. Fresno CA 7110 N Fresno St,,,Salesforce
9594630,,Amy Burk,,,amy.burk@goldencornerwa.com,,List import
11024339,Inactive Investor,Saundra Gardner,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",saundra.j.gardner@ml.com,,Salesforce
10811999,Inactive Investor,Brandon Eigenberg,Regional Vice President,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",brandon.eigenberg@equitable.com,,Salesforce
10988041,Inactive Investor,Christa Kenney,,LPL Financial LLC East Amherst NY 6525 Transit Rd,christa.kenney@lpl.com,,Salesforce
11004440,Inactive Investor,Tameka Wilson,,PFS Investments Inc. Stafford TX 10707 Corporate Dr,tamekamoniquewilson@primerica.com,,Salesforce
11102777,Inactive Investor,Jason Mcdonald,,J.P. Morgan Securities LLC Columbus OH 4000 Morse Xing,jason.mcdonald@jpmorgan.com,,Salesforce
10804111,Inactive Investor,Kathleen Muldoon,,"Raymond James Financial Services, Inc. Dallas TX 12222 Merit Dr",kathleen.muldoon@raymondjames.com,,Salesforce
11183765,Inactive Investor,Terrence Lambert,,"Wells Fargo Advisors Financial Network, LLC Long Beach NY 152 E Park Ave",terrence.lambert@wfafinet.com,,Salesforce
10955911,Inactive Investor,Jared Sheppard,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
10979272,Inactive Investor,Zachary Hernandez,,J.P. Morgan Securities LLC Flower Mound TX 4101 Cross Timbers Rd,zachary.hernandez@jpmorgan.com,,Salesforce
9631761,,Daniel Cisne,,,danielcisne@yahoo.com,,List import
9582668,,Parabolic Peter,,,cryptopetergriffen@gmail.com,,List import
9588121,,Michael Terry,,,mterry@meritfp.com,,List import
9597700,,Peter Trumbo,,,peter.trumbo@pacridgecap.com,,List import
9590018,,Mark Quam,,,quam@versuscapital.com,,List import
10906833,Inactive Investor,Jebalakshi Arnold,Principal;Senior Wealth Advisor,"The Colony Group, LLC Concord NH 11 S Main St",,,Salesforce
10774794,Inactive Investor,Andrew Hugos,Financial Advisor,LPL Financial LLC Latham NY 623 New Loudon Rd,andrew.hugos@lpl.com,,Salesforce
9603899,,Paul White,,,paulwhite@outlook.com,,List import
10997919,Inactive Investor,Michael Riggs,,"Northwestern Mutual Investment Services, LLC Olathe KS 17795 W 106th St",michael.riggs@nm.com,,Salesforce
9586254,,Anthony Orlando,,,aorlando@anthonyorlandoinc.com,,List import
9605865,,Bryan Dein,,,bryan.dein@gladstonewealth.com,,List import
11211378,Inactive Investor,Rafael Alfaro,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",rafael.alfaro@tiaa.org,,Salesforce
10945302,Inactive Investor,Christien Bryant,Private Client Advisor,J.P. Morgan Securities LLC Chandler AZ 1025 W Queen Creek Rd,christien.bryant@jpmorgan.com,,Salesforce
9553139,,Narongsak Onboonmee,,,namoisgun11@gmail.com,,List import
10933129,Inactive Investor,Erica Holritz,Premier Banker,"Wells Fargo Clearing Services, LLC Ontario CA 4240 E 4th St",erica.holritz@wellsfargo.com,,Salesforce
10695745,Active Investor,Matthew Pinz,,PF Capital Partners LLC,mpinz@pinzcap.com,,Salesforce
10759773,Inactive Investor,Deana Pepper,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",deana_pepper@ml.com,,Salesforce
11003177,Inactive Investor,Alec Scheibelhoffer,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11064824,Inactive Investor,Shu-Han Yang,,Evercore Group L.L.C.,,,Salesforce
9573292,,Collin Clark,,,cclark@uscallc.com,,List import
11196385,Inactive Investor,Joseph Weeks,Financial Advisor,"Key Capital Management, Inc.",,,Salesforce
9642440,,Samuel Liss,,,liss@whitegatepartners.com,,List import
9577228,,Justin Clark,,,memphisbest2020@gmail.com,,List import
11105979,Inactive Investor,Brian Tollin,,"Osaic Wealth, Inc. Port Saint Lucie FL Private Residence",,,Salesforce
10847615,Inactive Investor,Joeyn Tavarez,,PFS Investments Inc. Brooklyn NY 9215 Flatlands Ave,joeyn.tavarez@primerica.com,,Salesforce
10862559,Inactive Investor,Brittany Morton,,"Wells Fargo Clearing Services, LLC Hagerstown MD 13200 Fountain Head Plz",,,Salesforce
10800255,Inactive Investor,Geoffrey Reills,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,geoffrey.reills@fidelity.com,,Salesforce
11124125,Inactive Investor,Maria Vales,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",maria.chaves@ml.com,,Salesforce
10783408,Inactive Investor,Marcio Silva,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,marcio.silva@jpmorgan.com,,Salesforce
10986120,Inactive Investor,David Swan,,"Larson Financial Securities, LLC Elkhorn NE 2606 N Main St",,,Salesforce
10793064,Inactive Investor,Robert Palmer,,PNC Investments Washington DC 800 17th St NW,robert.palmer@pnc.com,,Salesforce
10903876,Inactive Investor,Stephen Vallender,,"Vanderbilt Securities, LLC Henderson NV 2298 W Horizon Ridge Pkwy",svallender@vanderbiltsecurities.com,,Salesforce
11068952,Inactive Investor,Ryan Kanatzar,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,ryan.h.kanatzar.t17a@statefarm.com,,Salesforce
11105473,Inactive Investor,Donald Ross,Chief Compliance Officer;Founder;Managing Member;President,"Ross Wealth Advisors, LLC",don@rosswealthadvisors.com,,Salesforce
11078340,Inactive Investor,Joe Bryant,,LPL Financial LLC Lexington KY 1040 Monarch St,joe.bryant@lpl.com,,Salesforce
9612759,,Edgar Britez,,,britez20@hotmail.com,,List import
10725111,Inactive Investor,Julie Hazzard,Chief Compliance Officer;Partner,10Elms LLP,,,Salesforce
241252,,Steve Lee,,JFS Wealth Advisors,slee@jfswa.com,(724) 962-3200,Database Upload
11166901,Inactive Investor,Nathan Cusack,,Fidelity Brokerage Services LLC New York NY 165 Broadway,nathan.cusack@fmr.com,,Salesforce
228405,, -,,[[Unknown]],bksolareng@gmail.com,,Organic Search
9616629,,André Marceau,,,4735resther@gmail.com,,List import
11081585,Inactive Investor,Hensey Fenton,,Cetera Financial Specialists LLC Charlotte NC Private Residence,hensey.fenton@ceterafs.com,,Salesforce
10986241,Inactive Investor,Julie Mattson,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",julie.mattson@empower.com,,Salesforce
11028324,Inactive Investor,Derek Samples,,Stonex Securities Inc. Brentwood TN 7003 Chadwick Dr,derek.samples@saswealth.com,,Salesforce
10876077,Inactive Investor,Stefan Miranda,Financial Advisor,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",stefan.miranda@ampf.com,,Salesforce
1004433,Inactive Investor,Albert Van Ness,,Albert Van Ness,avanness@nvamco.com,,3rd Party Lead Gen
11117080,Inactive Investor,Jeremy Scheidle,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,jeremy.scheidle.qpxq@statefarm.com,,Salesforce
236893,, -,,[[Unknown]],conniescredit@gmail.com,,Organic Search
10984888,Inactive Investor,Olga Kramarenko,Investment Advisor Representative,Interactive Financial Advisors Lombard IL Private Residence,okramarenko@swcares.com,,Salesforce
11118816,Inactive Investor,Brent Andresen,,"FBL Marketing Services, LLC Clinton IA 1015 13th Ave N",brent.andresen@fbfs.com,,Salesforce
119677,,Noval Zaky,,Indonesia,mitaawlia9@gmail.com,,
10950960,Inactive Investor,Robert Vandy,,"The Leaders Group, Inc.",,,Salesforce
9596986,,jungsoo yang,,,returnpoint77@gmail.com,,List import
10924709,Inactive Investor,Christopher Housel,Premier Banker,"Wells Fargo Clearing Services, LLC Warminster PA 732 W Street Rd",,,Salesforce
11231175,Inactive Investor,Johnathan Works,,"Raymond James Financial Services, Inc. Leawood KS 4650 College Blvd",,,Salesforce
10888109,Inactive Investor,Alex Astudillo,,Bolton Global Capital Miami FL 1441 Brickell Ave,aastudillo@boltonglobal.com,,Salesforce
11123453,Inactive Investor,Connor Martz,Financial Advisor,"Ameriprise Financial Services, LLC Little Rock AR 22 Rahling Cir",connor.martz@ampf.com,,Salesforce
10853524,Inactive Investor,Jeffry Kennat,Financial Advisor,"Osaic Wealth, Inc. Strongsville OH Private Residence",,,Salesforce
11168968,Inactive Investor,Kaleb Peters,,"Farmers Financial Solutions, LLC Montrose CO 1020 S Townsend Ave",kpeters3@farmersagent.com,,Salesforce
10283688,,Rafet Çiçek,,,cicekrafet99@gmail.com,,Web form fillout
11085428,Inactive Investor,Matthew Gardner,Financial Advisor,Edward Jones Mandeville LA 3701 Hwy 59,matt.gardner@edwardjones.com,,Salesforce
10776604,Inactive Investor,Mary Davis,Senior Vice President - Investments,Davenport & Company LLC,marydavis@investdavenport.com,,Salesforce
9571979,,Toli -,,,toligalanis@gmail.com,,List import
10772971,Inactive Investor,Wendy Lukitsch,Assistant Vice President;Wealth Management Associate,Morgan Stanley Pittsburgh PA 1 PPG Pl,wendy.lukitsch@morganstanley.com,,Salesforce
10806479,Inactive Investor,John Fieberg,Financial Advisor,Edward Jones San Diego CA 1111 Fort Stockton Dr,john.fieberg@edwardjones.com,,Salesforce
11110578,Inactive Investor,Cheyenne Farrell,,State Farm VP Management Corp. Chillicothe OH 223 Western Ave,cheyenne.russell.vabk6q@statefarm.com,,Salesforce
9415805,,Christine Kingdom Trust Company Christine Hyun Roth IRA,,Christine Hyun,christinemi802@gmail.com,,List Import
10948777,Inactive Investor,Adam Eugene,Investment Advisor,Fisher Investments,,,Salesforce
370972,,??o Tr?n,,Vietnam,tranvandao140701@gmail.com,,Salesforce
10920380,Inactive Investor,Daniel Machado,Financial Advisor,Edward Jones Prescott AZ 2971 Willow Creek Rd,daniel.machado@edwardjones.com,,Salesforce
9543509,,Carmela Not Provided,,,carmela.inneo@willistowerswatson.com,,List import
10826224,Inactive Investor,Thomas Payne,Chief Compliance Officer;Financial Advisor;Managing Member,Prosperitas Wealth Management LLC,tpayne@prosperitaswm.com,,Salesforce
10696458,,Ruben Contreras,,"Monex Securities, Inc.",rcontreras@monexsec.com,,List Import
11020833,Inactive Investor,Delaram Jahangiri,,J.P. Morgan Securities LLC Malibu CA 29211 Heathercliff Rd,delaram.jahangiri@jpmorgan.com,,Salesforce
10878429,Inactive Investor,Aimee Hazelwood,Senior Client Associate,"RBC Capital Markets, LLC San Francisco CA 345 California St",,,Salesforce
10936703,Inactive Investor,Daryl Zimbardi,,LPL Financial LLC Port Washington NY 223 Main St,daryl.zimbardi@lpl.com,,Salesforce
10860149,Inactive Investor,Michael Horwath,Chief Investment Officer,"Diversified, LLC",mike@diversifiedllc.com,,Salesforce
10881474,Inactive Investor,Jack Damelio,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075A Hansen Way",,,Salesforce
11037887,Inactive Investor,Austin Walker,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,,,Salesforce
11102018,Inactive Investor,Jiselda Armenta,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9629379,,hasung kim,,,hasung_kim@naver.com,,List import
10754178,Inactive Investor,Paul Heitzkey,Financial Advisor,Robert W. Baird & Co. Incorporated Belleville WI Private Residence,pheitzkey@rwbaird.com,,Salesforce
4973975,,hello gfds,,,hanquocsj22@gmail.com,,Web Form Fillout
10617227,,Christopher Fils,,,chris.fils@raymondjames.com,,List Import
11101418,Inactive Investor,Barbara Nixon,,"Empower Financial Services, Inc Fairway KS Private Residence",barbara.nixon@gwrs.com,,Salesforce
10968338,Inactive Investor,Byron Galloway,Assistant Vice President;Private Banking Advisor,Arvest Wealth Management Springdale AR 3858 S Thompson St,bgalloway@arvest.com,,Salesforce
10993557,Inactive Investor,Michael Catuogno,Wealth Management Associate,Morgan Stanley New York NY 1 New York Plz,michael.catuogno@morganstanley.com,,Salesforce
9559448,,Andrew Horowitz,,,andrew.horowitz@lfg.com,,List import
11204805,Inactive Investor,Fremont Hodson,Financial Advisor,LPL Financial LLC Killeen TX 1711 E Central Texas Expy,fremont.hodson@lpl.com,,Salesforce
10851822,Inactive Investor,Montyne Clay,,State Farm VP Management Corp. Clinton MS 402 Monroe St,tina.clay.cuno@statefarm.com,,Salesforce
11078925,Inactive Investor,Stephen Abraham,,"Farmers Financial Solutions, LLC Bothell WA 17901 Bothell Everett Hwy",janet.sabraham@farmersagency.com,,Salesforce
11080453,Inactive Investor,Mohit Agarwal,,Goldman Sachs & Co.,,,Salesforce
11004538,Inactive Investor,Min Suk Kim,,Deutsche Bank Securities Inc.,min-suk@deutschewealth.com,,Salesforce
9607096,,jimmy Hill -,,,jimmybuckhill@gmail.com,,List import
10962503,Inactive Investor,Carolyn Bradshaw,Vice President,LPL Financial LLC Saint Petersburg FL Private Residence,carolyn.bradshaw@lplfinancial.com,,Salesforce
10657264,,Ryan Mizgate,,,ryan.mizgate@countryfinancial.com,,List Import
9543508,,LARRY WEIGEL,,,riskit_99@yahoo.com,,List import
9570221,,Eric Johnson,,,eric@iovre.com,,List import
10904610,Inactive Investor,Jon Maximo,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",jmaximo@tiaa-cref.org,,Salesforce
11161099,Inactive Investor,Lucas Philippon,Financial Advisor,"Osaic Wealth, Inc. Bangor ME 32 Oak St",,,Salesforce
10812414,Inactive Investor,Christopher Wright,Senior Regional Supervisory Principal,LPL Financial LLC Midlothian VA 2805 Annakay Xing,,,Salesforce
11101820,Inactive Investor,Cody Szabo,,"M Holdings Securities, Inc. Allentown PA 600 Hamilton St",,,Salesforce
11254782,Inactive Investor,Stewart Sytner,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,,,Salesforce
10820933,Inactive Investor,Allen Short,Associate Vice President;Financial Advisor,Morgan Stanley Saint Paul MN 380 Saint Peter St,allen.short@morganstanley.com,,Salesforce
10756008,Inactive Investor,Lucille Costa,Investment Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",lucille.costa@rbc.com,,Salesforce
9608975,,Cristian Bohn,,,cristian@parfin.io,,List import
9602173,,Bryan Lamb,,,leelambo86@gmail.com,,List import
211613,,Conor Carney,Manager,Robinhood,conor.carney@robinhood.com,,Content
10867290,Inactive Investor,Deborah Miller,,State Farm VP Management Corp. Lake Havasu City AZ 1600 McCullch Blvd N,,,Salesforce
10984067,Inactive Investor,Linh Lo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stanwood WA 26929 102nd Ave NW",linh.lo@ml.com,,Salesforce
10995212,Inactive Investor,George Christodoulou,Associate,Edward Jones Long Beach NY 242 W Park Ave,,,Salesforce
9587189,,EmmaLea Goodman,,,topstocks@protonmail.com,,List import
90497,,Douglas Kossel,,"Transamerica Financial Advisors, Inc",douglas.kossel@transamerica.com,770-453-9300,
9561674,,Robert Rooney,,,rooney.robertm@gmail.com,,List import
11195029,Inactive Investor,Robert Guere,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",robert_guere@ml.com,,Salesforce
11161373,Inactive Investor,Joseph Stretch,,State Farm VP Management Corp. Salinas CA 1165 S Main St,,,Salesforce
10962938,Inactive Investor,Heather Johnson,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,hjohnson.279ry@primerica.com,,Salesforce
10941917,Inactive Investor,Dominic Ruggerio,,"Bankers Life Securities, Inc. Chesterfield MO 390 S Woods Mill Rd",,,Salesforce
10819123,Inactive Investor,James Keith Nixon,Financial Advisor;Vice President,Morgan Stanley Dallas TX 8383 Preston Center Plz,keith.nixon@morganstanley.com,,Salesforce
11118784,Inactive Investor,Willam Pritikin,,NYLIFE Securities LLC Greenville SC 300 Executive Center Dr,wepritikin@ft.newyorklife.com,,Salesforce
11134622,Inactive Investor,Oscar Cruz,,PFS Investments Inc. Houston TX 2636 S Loop W,ocruz@primerica.com,,Salesforce
11124048,Inactive Investor,Michael Li,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10963623,Inactive Investor,Brock Cory,Associate,Edward Jones Tulsa OK 5100 E Skelly Dr,,,Salesforce
10756757,Inactive Investor,David Iannalfo,Registered Associate,Morgan Stanley Chicago IL 227 W Monroe St,david.iannalfo@morganstanley.com,,Salesforce
10645284,,Peter Zavagnin,,,peter.zavagnin@morganstanley.com,,List Import
11202679,Inactive Investor,Douglas Bagwell,President,DB Advisors,dbagwell@douglasbagwell.com,,Salesforce
10854144,Inactive Investor,Jonathan Berg,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
10998510,Inactive Investor,Scott Degraff,Financial Associate,Thrivent Investment Management Inc. Saint Paul MN 1895 Plaza Dr,scott.degraff@thrivent.com,,Salesforce
10834958,Inactive Investor,Gregory Vogel,Chief Compliance Officer;Financial Advisor;Portfolio Manager;President;Regulatory Contact,GKV Capital Management Co Inc,gregory@gkvcapital.com,,Salesforce
11238428,Inactive Investor,Tim Long,,United Capital Financial Advisors,tim.long@unitedcapitalwealth.com,,Salesforce
10779843,Inactive Investor,Frederick Walker,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,fred.walker@morganstanley.com,,Salesforce
10779071,Inactive Investor,Glenn Gordon,,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,ggordon@gwnsecurities.com,,Salesforce
338685,,Marc P. Bernegger,Owner,Bernegger Ventures,marc@bernegger.com,,Event
9631792,,Denkops Brown,,,dehavenbrown734@gmail.com,,List import
11102702,Inactive Investor,Hyungkyu Choi,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11003592,Inactive Investor,Rosalie Froom,Assistant Vice President,Morgan Stanley New York NY 1 New York Plz,rosalie.froom@morganstanley.com,,Salesforce
9643780,,Sander Press,,,sander.press@ezpada.com,,List import
10883589,Inactive Investor,Christian Cassady,,J.P. Morgan Securities LLC Houston TX 600 Travis St,christian.cassady@jpmorgan.com,,Salesforce
10902457,Inactive Investor,Oresti Gjuzi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",oresti.gjuzi@ml.com,,Salesforce
11202635,Inactive Investor,Elyssa Verzosa,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,elyssa.verzosa@fmr.com,,Salesforce
9563230,,Christopher Smith,,,ctsmith01@ft.newyorklife.com,,List import
11044175,Inactive Investor,Judah Fields,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10807663,Inactive Investor,Timothy Davisson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10900 Wayzata Blvd",timothy.a.davisson@ampf.com,,Salesforce
11202946,Inactive Investor,Walker Abney,Co-Founder;Managing Director;President;Regulatory Contact,"Tilia Fiduciary Partners, Inc.",walker@tiliapartners.com,,Salesforce
10815785,Inactive Investor,David Brower,,LPL Financial LLC Alexandria VA 663 S Washington St,david.brower@lpl.com,,Salesforce
10985118,Inactive Investor,Marlind Balla,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1370 Avenue of the Americas,,,Salesforce
11034946,Inactive Investor,Troy Sanborn,,LPL Financial LLC Montpelier VT 112 State St,troy.sanborn@lpl.com,,Salesforce
11120682,Inactive Investor,Z Pelayo,Managing Director,Citigroup Global Markets Inc. Palo Alto CA 535 Cowper St,,,Salesforce
9648160,,Franklin Four,,,franklinwhite555@gmail.com,,List import
10874157,Inactive Investor,Rebecca Monty,,"Raymond James Financial Services, Inc. Burlington VT 346 Shelburne Rd",rebecca.monty@raymondjames.com,,Salesforce
11042499,Inactive Investor,Ahmed Alshakhs,,J.P. Morgan Securities LLC Ogden UT 2910 Washington Blvd,,,Salesforce
9561314,,Guy Benstead,,,gbenstead@kcmadvisors.com,,List import
88552,,Paul Sladkus,Founder,Milestone Broadcast Corporation,paul.sladkus@goodnewsbroadcast.com,,
11192184,Inactive Investor,James Bailey,Portfolio Manager;Senior Wealth Advisor,Exencial Wealth Advisors,jbailey@exencialwealth.com,,Salesforce
10966008,Inactive Investor,Steven Wrubleski,,"Bankers Life Securities, Inc. Mount Laurel NJ 1000 Atrium Way",steven.wrubleski@bankerslife.com,,Salesforce
11101778,Inactive Investor,Gregory Bolden,Premier Banker,"Wells Fargo Clearing Services, LLC Mesa AZ 1256 E McKellips Rd",,,Salesforce
9590253,,doug moon,,,lists@ofopartners.com,,List import
11180641,Inactive Investor,Thomas Beder,,PFS Investments Inc. Oxford MA 4 Industrial Park Rd W,thomas.beder@primerica.com,,Salesforce
11154958,Inactive Investor,Ariel Faz,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11011357,Inactive Investor,Mohammad Ali,Advisor,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",mohammadali@financialguide.com,,Salesforce
10881875,Inactive Investor,Caroline Hancock,Client Service Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,carter.hancock@morganstanley.com,,Salesforce
11087736,Inactive Investor,Aiting Hou,,Vanguard Marketing Corporation,aiting_hou@vanguard.com,,Salesforce
11203314,Inactive Investor,Herbert Helton,Shareholder,"Sovereign Capital Vantage, Inc. Southaven MS 232 Goodman Rd W",,,Salesforce
10964569,Inactive Investor,Juan Arreguin,,"Wells Fargo Clearing Services, LLC Irving TX 900 W Airport Fwy",,,Salesforce
10617108,,Brock Riggi,,,brock.riggi@ampf.com,,List Import
11181036,Inactive Investor,Jorge Riba,,"Sabadell Securities USA, Inc.",,,Salesforce
11233289,Inactive Investor,Shuhab Elhag,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
10959602,Inactive Investor,Tyler Wong,Financial Advisor,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
11164604,Inactive Investor,Courtney Reed,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10950796,Inactive Investor,Mark Lawrence Cortez,,Citigroup Global Markets Inc. San Francisco CA 130 W Portal Ave,mark.cortez@citi.com,,Salesforce
10948695,Inactive Investor,Ariel Pienkos,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Linwood NJ 201 Shore Rd",ariel.pienkos@wfa.com,,Salesforce
10972110,Inactive Investor,Kristin Smith,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",smith.kristin@schwab.com,,Salesforce
9638236,,Sharon Blickensderfer,,,sblicken@mmkf.org,,List import
10850860,Inactive Investor,Michael Wilcox,Financial Advisor,LPL Financial LLC Bay City MI 5982 Westside Saginaw Rd,mike.wilcox@lpl.com,,Salesforce
11020886,Inactive Investor,Daniella Fonseca,,PFS Investments Inc. Houma LA 1244 Barrow St,dfonseca@primerica.com,,Salesforce
10977135,Inactive Investor,Gabriel Ruiz,Director;President,Black Toro LLC,gruiz@blacktoro.us,,Salesforce
10987065,Inactive Investor,Patricia Sklar,Partner;Wealth Advisor,Corient Atlanta GA 3344 Peachtree Rd NE,,,Salesforce
11124186,Inactive Investor,Brent Ussary,,"Northwestern Mutual Investment Services, LLC Kansas City MO 2345 Grand Blvd",brent.ussary@nm.com,,Salesforce
11121235,Inactive Investor,Ksenia Mergourieva,,NYLIFE Securities LLC New York NY 285 Fulton St,kmergouriev@ft.newyorklife.com,,Salesforce
335350,,Jessica Morgan,,"Lubert-adler Management Company, L.p.",jmorgan@lubertadler.com,215-972-2200,Manual List Upload
10922001,Inactive Investor,Meagan Hamilton,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",meagan.isselhard@nm.com,,Salesforce
10889415,Inactive Investor,Kevin Jones,Partner;Wealth Manager,Creative Planning,kevin.jones@creativeplanning.com,,Salesforce
11081953,Inactive Investor,Dirk Bargen,,"Ameritas Investment Company, LLC Columbus NE 2359 26th Ave",dbargen@ameritas.com,,Salesforce
223763,,Sam Behboudi,Chief Compliance Officer & Managing Member,Wembley Strategic Advisory Llc,sam@wembleysa.com, -959918,Manual List Upload
11020495,Inactive Investor,Julio Arevalo,,Vanguard Marketing Corporation,julio_arevalo@vanguard.com,,Salesforce
226471,,bill -,,[[Unknown]],billsingleton2006@yahoo.com,,Initial Salesforce Import
10834639,Inactive Investor,Christopher Letts,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,christopher.letts@morganstanley.com,,Salesforce
10913977,Inactive Investor,Christy Kong-Eaton,Chief Executive Officer;Founder;Managing Principal;Principal,"Red Lady Capital Management, LLC",christy@redladycapital.com,,Salesforce
10798151,Inactive Investor,Robert Runyan,Branch Manager;Executive Director;Family Wealth Advisor;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Modesto CA 1020 10th St,robert.runyan@morganstanley.com,,Salesforce
206349,,Zeke Newsom,,[[Unknown]],zekenewsom@gmail.com,,Direct
9640165,,Marc Zosso,,,mzosso@prisminvest.ch,,List import
9573498,,John Worley,,,jworley@financialguide.com,,List import
10997923,Inactive Investor,Kara Harper,,LPL Financial LLC Charleston SC 2430 Mall Dr,kara.harper@lpl.com,,Salesforce
11110410,Inactive Investor,Elizabeth Anderson,Chief Compliance Officer;Vice President,Anderson Griggs Investments,libby@andersongriggs.com,,Salesforce
9580847,,Andrew Katz,,,akatz@waterfrontcp.com,,List import
9630436,,Kimon Linardos,,,linardoskimon@hotmail.com,,List import
11180124,Inactive Investor,Mark Hanson,,"Transamerica Financial Advisors, Inc San Diego CA 3505 Camino del Rio S",mark.hanson@tfaconnect.com,,Salesforce
11038783,Inactive Investor,David Walters,,"Parkland Securities, LLC London KY Private Residence",,,Salesforce
11009073,Inactive Investor,Layne Jensen,,"DFPG Investments, LLC Thatcher AZ 3939 W Main St",ljensen@dfpg.com,,Salesforce
11142763,Inactive Investor,Matthew Jack,Associate Vice President;Wealth Advisor,Morgan Stanley Paramus NJ 61 S Paramus Rd,matthew.jack@morganstanley.com,,Salesforce
11008768,Inactive Investor,Michelle Rodgers,,"Trustmont Financial Group, Inc. Beaver Falls PA 110 Blackhawk Rd",,,Salesforce
10913281,Inactive Investor,Danielle Blanchard,Research Analyst,Zevenbergen Capital Investments LLC,blanchard@zci.com,,Salesforce
10985711,Inactive Investor,Marius Bizimungu,,Deutsche Bank Securities Inc.,marius@deutschewealth.com,,Salesforce
10762768,Inactive Investor,Bernard King,Managing Director - Investments,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,bud.king@ubs.com,,Salesforce
10926244,Inactive Investor,John Avey,,Cetera Advisor Networks LLC Englewood CO 5655 S Yosemite St,,,Salesforce
117199,,Shirley Cleveland,"Compliance Assistant, Regulatory Contact",Buffington Mohr McNeal,scleveland@bmmria.com,208-338-5551,
10818488,Inactive Investor,Gregory Rogers,Financial Advisor,Edward Jones Hortonville WI 315 E Main St,greg.j.rogers@edwardjones.com,,Salesforce
11117830,Inactive Investor,Bryann Johnson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10986011,Inactive Investor,Natalie Woodman,,Janney Montgomery Scott LLC,nwoodman@janney.com,,Salesforce
11169144,Inactive Investor,Bruce Gsell,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",bruce_gsell@ml.com,,Salesforce
11105838,Inactive Investor,Vivian Perez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10819872,Inactive Investor,Daniel Reiss,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",,,Salesforce
10957869,Inactive Investor,Max Kaplan,,&Partners Westfield NJ 802 South Ave W,max.kaplan@andpartners.com,,Salesforce
339701,,Kevin Lalande,Chief Investment Officer And Founder,"SantÃ‰ Capital Management, Lp",kevin.lalande@santecapital.com,512-721-1200,Manual List Upload
9579005,,Ralph Salvatore,,,rsalvatore@corriganfinancialinc.com,,List import
9623977,,John Spera,,,jspera1957@aol.com,,List import
10991846,Inactive Investor,Jessica Vester,Wealth Advisor,"Curi RMB Capital, LLC Raleigh NC 700 Spring Forest Rd",,,Salesforce
9627289,,Sofia Chernova,,,schernova@google.com,,List import
11078427,Inactive Investor,Daniel Gustafson,,"Charles Schwab & Co., Inc. Mcminnville OR Private Residence",,,Salesforce
11128910,Inactive Investor,Trevor Dinh,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10842203,Inactive Investor,Cole Cardon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",cole.cardon@ml.com,,Salesforce
11205742,Inactive Investor,Rachael Ranieri,,J.P. Morgan Securities LLC,rachael.ranieri@jpmorgan.com,,Salesforce
10937412,Inactive Investor,Loren Olson,,Country Capital Management Company Las Vegas NV 627 S 7th St,loren.olson@countryfinancial.com,,Salesforce
10759760,Inactive Investor,Charles Loper,Managing Member,"Eagle Financial Advisors, LLC",,,Salesforce
10717243,,Renee Senes,,Senes & Chwalek,renee.senes@lpl.com,,Web Form Fillout
10782564,Inactive Investor,Eduardo Loconte,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,eduardo.loconte@jpmorgan.com,,Salesforce
10418916,,Matthew Illana,,,matt@mjiwealth.com.au,,Web Form Fillout
10965886,Inactive Investor,Jesus Monterrubio,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11005852,Inactive Investor,Zaid Siddiqui,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
10896174,Inactive Investor,Donald Cain,,"Cambridge Investment Research, Inc. Xenia OH 114 S Detroit St",,,Salesforce
10994977,Inactive Investor,Matthew Owens,,LPL Financial LLC Annapolis MD 2027 Somerville Rd,matthew.owens@lpl.com,,Salesforce
10821958,Inactive Investor,Douglas Johnson,,LPL Financial LLC Wilmington MA 300 Ballardvale St,douglas.johnson@lpl.com,,Salesforce
11037419,Inactive Investor,Nicollette Meyer,,Cetera Advisor Networks LLC Harrison NY 500 Mamaroneck Ave,,,Salesforce
11065294,Inactive Investor,Kimberly Miller,,"Level Four Financial, LLC Riverside CA Private Residence",kmiller@levelfourfinancial.com,,Salesforce
10871403,Inactive Investor,Charles Chambers,,"Osaic Institutions, Inc. Wilmington NC 6752 Rock Spring Rd",,,Salesforce
10797211,Inactive Investor,Manuel Dortch,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",manuel_dortch@ml.com,,Salesforce
10659780,,Angel Ramirez Ruiz,,,angel.ramirezruiz@chase.com,,List Import
10880371,Inactive Investor,Kyle Ogden,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",kyle.ogden@ml.com,,Salesforce
10891277,Inactive Investor,Daniel Peterson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",,,Salesforce
9565626,,Timothy Dupont,,,tdupont@massmutual.com,,List import
10901900,Inactive Investor,Dale Clausnitzer,Chief Financial Officer;President,"Growth Equity Management, Inc.",dale@gemanagement.com,,Salesforce
9601336,,John Montag,,,jmontag@montagwealth.com,,List import
11170296,Inactive Investor,Sean Scribner,Financial Advisor,Edward Jones Carrollton TX 4125 Fairway Dr,sean.scribner@edwardjones.com,,Salesforce
10956708,Inactive Investor,Angel Camacho,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10755185,Inactive Investor,Lauren Bruckhart,Financial Advisor;Financial Planning Specialist,Morgan Stanley Lancaster PA 300 Granite Run Dr,lauren.bruckhart@morganstanley.com,,Salesforce
8481136,,Steve Low,,PlainsCapital Private Bank,steven.low@plainscapital.com,(214) 252-4063,List Import
10488920,,Mouffak Alkassar,Private Client Investment Associate,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mouffak.alkassar@jpmorgan.com,,List Import
10936147,Inactive Investor,Darrell Naeger,Financial Advisor,Edward Jones Saint Louis MO 214 N Clay Ave,darrell.naeger@edwardjones.com,,Salesforce
11114000,Inactive Investor,Mark Montes De Oca,,"Midwestern Securities Trading Company, LLC Mahomet IL 1501 E Oak St",,,Salesforce
10991630,Inactive Investor,Katherine Brindley,,Vanguard Marketing Corporation,katherine_brindley@vanguard.com,,Salesforce
11236462,Inactive Investor,Jessica Ash,Investment Advisor,"Fischer Investment Strategies, LLC",jessica@fischerinvestmentstrategies.com,,Salesforce
10755504,Inactive Investor,Sarah Opperman,,LPL Financial LLC Valparaiso IN 554 Vale Park Rd,sarah.opperman@lpl.com,,Salesforce
10761278,Inactive Investor,Jeffrey Brauley,Financial Advisor;Managing Director - Wealth Management;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,jeffrey.brauley@ubs.com,,Salesforce
9592517,,Trevor Sutterfield,,,trevor@sutterfieldfinancial.com,,List Import
10783196,Inactive Investor,Robert Tencate,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",rtencate@tiaa-cref.org,,Salesforce
11083869,Inactive Investor,Craig McNett,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",craig_mcnett@ml.com,,Salesforce
10909651,Inactive Investor,Amy Ansaldi,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
118012,,Jacob Fenlason,,Lincoln Financial Advisors Corporation,jacob.fenlason@lfg.com,410-771-5653,
11118805,Inactive Investor,Rafiq Saad,,LPL Financial LLC Leawood KS 11301 Nall Ave,rafiq.saad@lpl.com,,Salesforce
10955660,Inactive Investor,John Holmquist,,"Western International Securities, Inc. Newport Beach CA 660 Newport Center Dr",,,Salesforce
10757561,Inactive Investor,Dierk Cockrell,,"Raymond James & Associates, Inc. Ridgeland MS 1062 Highland Colony Pkwy",lane.cockrell@raymondjames.com,,Salesforce
9570840,,Gary Brode,,,gb@silverarrowcap.com,,List import
10796197,Inactive Investor,Paul Sercer,Financial Advisor;First Vice President - Investments;Managing Director - Investments;Senior Financial Advisor;Vice President - I,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",paul.sercer@wellsfargo.com,,Salesforce
187578,,Tammy Scholder,,[Unknown],tammyscholder@gmail.com,,source
9553124,,Kenneth Chan,,,kchan@crcm.com,,List import
9640329,,Lisa White,,,lwhite@indianalaborers.org,,List import
9586263,,Jason Melamed,,,jasonmelamed@gmail.com,,List import
10928803,Inactive Investor,Vincent Aimetti,Investment Advisor Representative,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",aimetti_vincent@nlvmail.com,,Salesforce
346261,,Shanquan Li,"Vice President, Portfolio Manager",Oppenheimerfunds Inc,sli@oppenheimerfunds.com,212-323-0200,Manual List Upload
11114138,Inactive Investor,Miranda Mastrogiacomo,,"TIAA-CREF Individual & Institutional Services, LLC Boca Raton FL Private Residence",miranda.miller2@tiaa.org,,Salesforce
9645506,,Peter McRae,,,peter@mcraecapital.com,,List import
9575901,,Roc -,,,rocday05@gmail.com,,List import
11110448,Inactive Investor,Mike Xu,,MooMoo Financial Inc.,mike.xu@moomoo.com,,Salesforce
10767320,Inactive Investor,Richard Kowalski,Co-Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Burlington VT 40 Main St",richard.kowalski@raymondjames.com,,Salesforce
106409,,Kolten Bergeron,,Stellar Development Foundation,kolten@stellar.org,,
11095734,Inactive Investor,Keith Wheaton,Chief Operating Officer,"Trinary Capital, LLC",keithwheaton@trinarycapital.com,,Salesforce
11071320,Inactive Investor,Joseph Fox,,"Citizens Securities, Inc. Rochester NY 2000 Monroe Ave",joseph.fox@citizenssecurities.com,,Salesforce
11091729,Inactive Investor,Peggy Ho,General Counsel;Senior Vice President,Commonwealth Financial Network,pho@commonwealth.com,,Salesforce
10619270,,Travis Heitzinger,,,travis.heitzinger@morganstanley.com,,List Import
11125540,Inactive Investor,Lyle Smith,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",lyle_j_smith@ml.com,,Salesforce
9623439,,jose mendoza,,,jamm.anton1@gmail.com,,List import
11232779,Inactive Investor,Anthony Higgins,,"Avantax Investment Services, Inc.",,,Salesforce
10780494,Inactive Investor,Christopher McCarthy,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Hyannis MA 1513 Iyannough Rd",christopher.j.mccarthy@wellsfargoadvisors.com,,Salesforce
11024896,Inactive Investor,Norman Mulder,,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,norman.mulder@primerica.com,,Salesforce
10944615,Inactive Investor,Thomas Madden,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Osterville MA 1284 Main St",t.madden@ampf.com,,Salesforce
236485,, -,,[[Unknown]],fernandoenrile@gmail.com,,
9553455,,lionel ortola,,,lionel.ortola@gmail.com,,List import
11065273,Inactive Investor,Kevin Gill,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11204639,Inactive Investor,Charles Ho,Chief Compliance Officer;Financial Planner;Owner;President,"Legacy Builders Financial, LLC",,,Salesforce
10876153,Inactive Investor,Robert Gole,,"Osaic Wealth, Inc. Olney MD 2939 Olney Sandy Spring Rd",,,Salesforce
11141053,Inactive Investor,Soren Heilskov,Financial Advisor,Edward Jones Hampton IA 16 1st St NW,soren.heilskov@edwardjones.com,,Salesforce
11050795,Inactive Investor,Kelly Tse,Field Support Governance Specialist;Vice President,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",kelly.tse@wfadvisors.com,,Salesforce
9629528,,Chris ZINSLI,,,maintzunun@gmail.com,,List import
10615960,,Steven Potter,,,steven.potter@lpl.com,,List Import
10810178,Inactive Investor,Scott Lasher,,PFS Investments Inc. Albuquerque NM 2535 Wyoming Blvd NE,scott.lasher@primerica.com,,Salesforce
229130,,Jerry -,,Jerry [[Unknown]],fanny888_99@yahoo.com,,
212393,,John Donovan,Wealth Planner,"Securities America Advisors, Inc. Plano TX 1701 Iowa Dr",john.donovan@securitiesamerica.com,972-707-4900,
11043868,Inactive Investor,John Mogush,Private Client Advisor,J.P. Morgan Securities LLC West Chester OH 8100 Marketplace Dr,john.c.mogush@jpmorgan.com,,Salesforce
11164747,Inactive Investor,Michelle Betancourt,Senior Team Leader,Edward Jones Tempe AZ 8620 S River Pkwy,michelle.betancourt@edwardjones.com,,Salesforce
11015032,Inactive Investor,Brittany Herrick,,"Raymond James & Associates, Inc. Troy MI 1152 E Long Lake Rd",brittany.herrick@raymondjames.com,,Salesforce
10761846,Inactive Investor,Scott Garbien,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",scott.garbien@nm.com,,Salesforce
10821672,Inactive Investor,Stacey Osborne,Financial Advisor,"Voya Financial Advisors, Inc. Leesburg VA Private Residence",stacey.osborne@voyafa.com,,Salesforce
9558264,,Cynthia Helms,,,cynthiahelms@synovus.com,,List import
10760810,Inactive Investor,Christopher Menconi,Financial Advisor;Financial Planning Specialist;Managing Director;Senior Portfolio Management Director,Morgan Stanley Chicago IL 227 W Monroe St,christopher.menconi@morganstanley.com,,Salesforce
9615550,,Vincent Schryvers,,,vincent.schryvers@tractebel.engie.com,,List import
10833187,Inactive Investor,Pouya Lavian,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",pouya.lavian@wellsfargoadvisors.com,,Salesforce
353178,,Scott Slobodnyak,Product Manager,SVB,sslobodnyak@svb.com,,Event
11163865,Inactive Investor,Drew Crawford,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",drew.crawford@ml.com,,Salesforce
348978,,Stephen Wesson,Managing Director,Hq Capital Private Equity Llc,swesson@auda.com,212-863-2300,Manual List Upload
370489,,Tim Meichtry,,Individual Investor,tim.meichtry@gmail.com,8184394224,Google Ad
10963799,Inactive Investor,Sofia O'Byrne,,LPL Financial LLC,sofia.o-byrne@lpl.com,,Salesforce
10862761,Inactive Investor,Anthony Agentowicz,Vice President,"Voya Financial Advisors, Inc. Reading PA Private Residence",anthony.agentowicz@voya.com,,Salesforce
6002508,,sa sa,,,dakak58514@kaftee.com,,Web Form Fillout
10825753,Inactive Investor,David Frederick,,Cetera Advisors LLC East Freedom PA 259 Shoenfelt St,david.frederick@ceteraadvisors.com,,Salesforce
10796824,Inactive Investor,Julie Zarn,,J.P. Morgan Securities LLC Chicago IL 3335 N Ashland Ave,julie.a.zarn@jpmorgan.com,,Salesforce
11181819,Inactive Investor,Max Erickson,,"MML Investors Services, LLC Havre MT 3 1st St",mlerickson@financialguide.com,,Salesforce
9583065,,Peter Bower,,,pbower@riverplacecapital.com,,List import
11032978,Inactive Investor,Kristyn Pfohl,,"N.I.S. Financial Services, Inc.",,,Salesforce
243660,,Nikita Gibson,Clarity Life Insurance Ltd,Clarity Life Insurance Ltd,nikita@claritylifeinsurance.com,,Manual List Upload
10800270,Inactive Investor,Robert Hyde,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",rob.hyde@schwab.com,,Salesforce
3666009,,Chauncey Buford,,,chuncebuford@gmail.com,,Web Form Fillout
11189918,Inactive Investor,Justin Wade,,"Allstate Financial Services, LLC Smyrna GA 1326 Concord Rd SE",jwade@allstate.com,,Salesforce
10930806,Inactive Investor,Deana Simcox,Chief Compliance Officer,"Liberty Private Client, LLC",dsimcox@libertyprivateclient.com,,Salesforce
9626894,,Eunice Sentinella,,,kauimaui@aol.com,,List import
333778,,Lisa Morano,Client Relationship Executive,"Quadrant Private Wealth Management, Llc",lmorano@quadrantpw.com,610-849-2743,Manual List Upload
11184156,Inactive Investor,Jennie Zajicek,,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",jennie.zajicek@rbc.com,,Salesforce
229597,, -,,[[Unknown]],alasdairmackenzie_uk@hotmail.com,,
11149001,Inactive Investor,Colin Richards,,"Avantax Investment Services, Inc. Glenwood MN 16 1st Ave SE",,,Salesforce
9638884,,Andy Chambers,,,andrew.chambers@ukpowernetworks.co.uk,,List import
11179380,Inactive Investor,Nathan Shevelow,Assistant Vice President,The Huntington Investment Company Columbus OH 17 S High St,nathan.shevelow@huntington.com,,Salesforce
10950941,Inactive Investor,Jeffrey George,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,jlgeorge@ft.newyorklife.com,,Salesforce
11136325,Inactive Investor,Julie Cason,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,julie.cason@fidelity.com,,Salesforce
10890264,Inactive Investor,Brittany Taylor,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",brittany.m.taylor@wellsfargo.com,,Salesforce
120716,,Daniel Rushefsky,"Advisor, Financial Professional, Investment Advisor Representative","MML Investors Services, LLC",drushefsky@financialguide.com,973-808-2626,
11181635,Inactive Investor,Brian Slay,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,bslay@primerica.com,,Salesforce
10938250,Inactive Investor,Edmund Baprawski,,Stonex Securities Inc. Brighton MI Private Residence,edmund.baprawski@saswealth.com,,Salesforce
10929618,Inactive Investor,Jacob Rose,,"U.S. Bancorp Investments, Inc. San Francisco CA 1 California St",,,Salesforce
9628530,,Saw Swa,,,cfdss@defg.com,,List import
10848740,Inactive Investor,Corey Wiegel,Financial Advisor,Edward Jones Greenville WI W7003 Parkview Dr,corey.wiegel@edwardjones.com,,Salesforce
11064655,Inactive Investor,Brian Rech,Financial Advisor,"Ameriprise Financial Services, LLC Norfolk NE 612 W Benjamin Ave",brian.j.rech@ampf.com,,Salesforce
11104192,Inactive Investor,Madisyn Santora,,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",mady.santora@ampf.com,,Salesforce
9592555,,Dennis Delphenich,,,dennis@capitalportadv.com,,List import
11198437,Inactive Investor,Robin Feltman,,"Brokers International Financial Services, LLC. Selinsgrove PA 21 N Market St",rfeltman@brokersifs.com,,Salesforce
11212979,Inactive Investor,William Hayne,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,william.hayne@fidelity.com,,Salesforce
11165337,Inactive Investor,Daniel Porter,,"Osaic Wealth, Inc. Simi Valley CA 2480 Stearns St",,,Salesforce
336039,,John Oliver,Registered Sales Assistant Investment Advisor Representative,Trident Advisors Inc,joliver@chapindavis.com,215-489-5383,Manual List Upload
11207118,Inactive Investor,Hector Torres,Financial Professional;Investment Advisor Representative,"Equitable Advisors, LLC Ponce PR 606 Ave Tito Castro",hector.velez-torres@equitable.com,,Salesforce
10985576,Inactive Investor,Anton Nikolaev,,Interactive Brokers LLC,anikolaev@interactivebrokers.com,,Salesforce
9590793,,Alain Loo,,,avanloo@sharpllc.com,,List import
11179233,Inactive Investor,James Appel,Financial Advisor;Investment Advisor Representative,"Centaurus Financial, Inc. Santa Barbara CA 3902 State St",,,Salesforce
10816121,Inactive Investor,Jonathan Berry,Financial Advisor,"Wells Fargo Clearing Services, LLC Front Royal VA 232 N Royal Ave",jonathan.berry2@wellsfargo.com,,Salesforce
10757460,Inactive Investor,Robert Stumpf,Treasurer,Capital Management Consultants,rstumpf@capitalmanagementconsultants.net,,Salesforce
9603697,,Joshua Wilder,,,joshua.reith@gmail.com,,List import
217307,,David Koon,,[Unknown],davidkoon724@gmail.com,,
11230411,Inactive Investor,Tyler Sorenson,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,tjsorenson@ft.newyorklife.com,,Salesforce
9601086,,Pat Costanzo,,,patcjr@comcast.net,,List import
9610855,,Emma Cui,,,emma.cui@longhash.com,,List import
11028063,Inactive Investor,Aiming Allen,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",aiming.allen@prudential.com,,Salesforce
10614169,,Michael Manasia,"Financial Advisor, Senior Vice President - Investment Officer",,michael.a.manasia@wellsfargoadvisors.com,,List Import
9617807,,William Garvey,"Chief Investment Officer, Co-Chief Investment Officer, Founder","Hilton Capital Management, LLC",garveyb@hiltoncm.com,,List import
11175969,Inactive Investor,Jacob Wright,Financial Consultant,Thrivent Investment Management Inc. Sterling CO 124 S Front St,jacob.wright@thrivent.com,,Salesforce
10755822,Inactive Investor,Kyle Marshall,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Retirement Plan Specialist,Morgan Stanley San Francisco CA 101 California St,kyle.marshall@morganstanley.com,,Salesforce
10825076,Inactive Investor,Alexander McCrohan,Vice President - Wealth Management,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,alex.mccrohan@ubs.com,,Salesforce
10857604,Inactive Investor,Geoffrey Bright,Chief Compliance Officer;Deputy Chief Compliance Officer;Vice President,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10831465,Inactive Investor,Ashley Ament,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",ashley.ament@ml.com,,Salesforce
10799648,Inactive Investor,Jeffrey Stark,Financial Advisor,Edward Jones Milford MI 800 N Milford Rd,jeffrey.stark@edwardjones.com,,Salesforce
11235742,Inactive Investor,Richard Wethington,Investment Advisor Representative,Sowell Management Hot Springs National Park AR 711 Higdon Ferry Rd,,,Salesforce
9632853,,Stephanie Borges,,,sborges@sftp.com,,List import
11199580,Inactive Investor,Matthew Wersonske,Investment Advisor,Fisher Investments,,,Salesforce
10811233,Inactive Investor,Mark Morgan,Senior Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,mark.morgan@ubs.com,,Salesforce
9572789,,Joseph Miller,,,joe.miller@surveyor-capital.com,,List import
349558,,Paul Sutton,Chief Financial Officer And Treasurer,Panagora Asset Management Inc,psutton@panagora.com,617-439-6300,Manual List Upload
11238072,Inactive Investor,Sarim Alpin,,Globeflex Capital Lp,salpin@globeflex.com,,Salesforce
11235116,Inactive Investor,Aaron Tyburski,Portfolio Manager,Red Oak Financial Group,aaron@comptonfinancial.com,,Salesforce
10907049,Inactive Investor,Jason Dodzik,,"Osaic Wealth, Inc. Richmond VA 2104 W Laburnum Ave",,,Salesforce
11213075,Inactive Investor,Kendra Gabriel,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,,,Salesforce
10995937,Inactive Investor,Tyler Smith,Chief Compliance Officer;Chief Executive Officer;Founder;President;Secretary;Treasurer,"Copper Ridge Wealth Management, LLC",,,Salesforce
341344,,David Parkin,Limited Partner,Tower Arch Capital,dparkin@towerarch.com,801-997-5808,Manual List Upload
9591277,,Todd Battaglia,,,tbattaglia@sterneagee.com,,List import
11167676,Inactive Investor,Jeffery Kesting,,"Independent Financial Group, LLC Sulphur Springs TX Private Residence",,,Salesforce
11082329,Inactive Investor,David Cummings,,Edward Jones,,,Salesforce
10999650,Inactive Investor,Matthew Narducci,,J.P. Morgan Securities LLC Chestnut Hill MA 21 Boylston St,,,Salesforce
11118463,Inactive Investor,Stephanie Maione,,Fidelity Brokerage Services LLC,stephanie.maione@fmr.com,,Salesforce
10850788,Inactive Investor,Colleen Bucknum,Senior Premier Relationship Officer,HSBC Securities (USA) Inc. Seattle WA 920 5th Ave,,,Salesforce
11205848,Inactive Investor,Jasmine Robinson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 501 N Main St",,,Salesforce
11037390,Inactive Investor,Brad Kurtz,,Cetera Advisor Networks LLC Baton Rouge LA 9191 Siegen Ln,,,Salesforce
10961959,Inactive Investor,Zachary Cole,,"U.S. Bancorp Investments, Inc. Springfield MO 1615 S Glenstone Ave",zachary.cole2@usbank.com,,Salesforce
223331,,David Kerdell,CIO,Blue pond capital,dkerdell@gmail.com,,
9601041,,Jeani Winterbourne,,,jwinterbourne@umpquainvestments.com,,List Import
11051092,Inactive Investor,John Scarff,Client Associate,"Wells Fargo Clearing Services, LLC Las Vegas NV 3800 Howard Hughes Pkwy",john.scarff@wellsfargo.com,,Salesforce
10770922,Inactive Investor,Keith Hatton,Assistant Vice President;Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",keith.hatton@ml.com,,Salesforce
11127073,Inactive Investor,Michael Bausk,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",michael.bausk@ml.com,,Salesforce
9647036,,Joseph Ramirez,,,joseph.r.ramirez@wellsfargo.com,,List import
10816277,Inactive Investor,Lawrence Welch,Managing Member;Principal,"93 Financial Group, LLC",lwelch@93fg.com,,Salesforce
10948045,Inactive Investor,Shoichi Sato,Analyst;Portfolio Manager,Saratoga Research & Investment Management,shoichi@saratogarim.com,,Salesforce
11204502,Inactive Investor,Peter Johnson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Portland ME 1 City Ctr,peter.johnson@ubs.com,,Salesforce
11236793,Inactive Investor,Lance Jorgensen,Investment Advisor;Investment Advisor Representative,"Regents Partners, LLC San Juan 954 Avenida Ponce De Leon",,,Salesforce
11200200,Inactive Investor,Peter Berneburg,Financial Planner,"Osaic Wealth, Inc. Rockville MD 11810 Grand Park Ave",,,Salesforce
9638487,,Lynda Rossi,,,lrossi@bcbsm.com,,List import
11177918,Inactive Investor,Michele Tinsman,,LPL Financial LLC Philadelphia PA 1818 Market St,michele.tinsman@lpl.com,,Salesforce
10919531,Inactive Investor,Matthew Seppanen,Chief Compliance Officer;Financial Advisor;Principal,Newpark Wealth Management,,,Salesforce
10886696,Inactive Investor,William Lupi,,"Truist Investment Services, Inc. Carlisle PA 330 York Rd",bill.lupi@truist.com,,Salesforce
10944446,Inactive Investor,Ashley Pena,Financial Consultant,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",,,Salesforce
10921388,Inactive Investor,C Moore,Chief Compliance Officer;Financial Advisor;Founder,"Moore Financial Management, Inc.",,,Salesforce
11139770,Inactive Investor,Caroline Tracy,Financial Advisor,Edward Jones Roscoe IL 5302 Williams Dr,caroline.rukin@edwardjones.com,,Salesforce
11230367,Inactive Investor,Anthony Simmons,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10955537,Inactive Investor,Andrew Pavlin,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",andrew.pavlin@nm.com,,Salesforce
9546772,,Tw Kim,,,chilly5455@gmail.com,,List import
9594348,,William Hoover,,,bhoover@broadleafpartners.com,,List import
11217602,,Richard Azan,,,richard.azan@raymondjames.com,,Other
11034338,Inactive Investor,Abraheem Yameen,Financial Advisor,LPL Financial LLC Denver CO 101 University Blvd,abraheem.yameen@lpl.com,,Salesforce
10864735,Inactive Investor,Constantine Nikitiades,,Citigroup Global Markets Inc.,,,Salesforce
10939679,Inactive Investor,Shahriar Moshrefnoory,Premier Banker,"Wells Fargo Clearing Services, LLC Reno NV 5100 Neil Rd",shahriar.moshrefnoory@wellsfargo.com,,Salesforce
11185931,Inactive Investor,Chase Hanson,Premier Banker,"Wells Fargo Clearing Services, LLC Palm Beach FL 254 Sunrise Ave",chase.hanson@wellsfargo.com,,Salesforce
9564043,,Jose Robles,,,joserob.alvarez@gmail.com,,List import
10796515,Inactive Investor,Brett Fisher,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",brett_fisher@ml.com,,Salesforce
10852089,Inactive Investor,David Neiman,Financial Advisor,LPL Financial LLC West Covina CA 100 N Citrus St,david.neiman@lpl.com,,Salesforce
10810979,Inactive Investor,Joann Masters,Branch Administrator,Morgan Stanley Cedar Rapids IA 600 3rd Ave SE,,,Salesforce
10792910,Inactive Investor,Myra Donovan,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,medonovan@ft.newyorklife.com,,Salesforce
10882482,Inactive Investor,Justin Adams,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,justin.adams@fmr.com,,Salesforce
11009403,Inactive Investor,Nicole Fitzgerald,,"Northwestern Mutual Investment Services, LLC Rochester MN 201 23rd Ave SW",nicole.fitzgerald@nm.com,,Salesforce
11148855,Inactive Investor,David Lewis,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",,,Salesforce
11091656,Inactive Investor,David Greengold,Financial Advisor,"Voya Financial Advisors, Inc. Roslyn NY Private Residence",david.greengold@voyafa.com,,Salesforce
10799501,Inactive Investor,Davie Baccei,Chief Compliance Officer;Partner,Jordan Park Group LLC,,,Salesforce
10889473,Inactive Investor,Philip Allopenna,Financial Advisor,"Pruco Securities, LLC. Stamford CT Private Residence",philip.allopenna@prudential.com,,Salesforce
129092,,Adam Netland,,"Wipfli Financial Advisors, Llc",anetland@wipflifinancial.com,(866) 991-1539,
10763227,Inactive Investor,Michael Plasko,Consulting Group Analyst,Morgan Stanley Mandeville LA 1261 W Causeway Approach,michael.g.plasko@morganstanley.com,,Salesforce
10932945,Inactive Investor,Andrew Stanger,,Ages Financial Services Ltd.,,,Salesforce
11025794,Inactive Investor,Casey Clark,Financial Advisor,Edward Jones Prairie Village KS 4121 W 83rd St,casey.hale@edwardjones.com,,Salesforce
10874051,Inactive Investor,Cailen Hayes,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 1145 S 800 E",cailen.hayes@tfaconnect.com,,Salesforce
9578651,,Joel Monegro,,,joel@placeholder.vc,,List import
11107047,Inactive Investor,Wayne Barben,Managing Member;Partner;Regulatory Contact,Squire Wealth Advisors,wayneb@squire.com,,Salesforce
11238900,Inactive Investor,Tim Altman,,"IEQ Capital, LLC",taltman@ieqcapital.com,,Salesforce
10838053,Inactive Investor,James Biermaier,,"Osaic Wealth, Inc. Hastings MN 1320 Vermillion St",,,Salesforce
11135787,Inactive Investor,Mitchell Anderson,Financial Advisor,Edward Jones Gig Harbor WA 5801 Soundview Dr,,,Salesforce
10862105,Inactive Investor,Christopher Mazza,Client Service Associate,Morgan Stanley Warren NJ 15 Independence Blvd,,,Salesforce
9623234,,Juan S Hardin,,,jxj2020@hotmail.com,,List import
10988292,Inactive Investor,James Swiech,Regional Vice President,PFS Investments Inc. Gallatin TN 1643 Nashville Pike,,,Salesforce
11065830,Inactive Investor,David Hamilton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10657342,,Brian Swoverland,,,brian.swoverland@primerica.com,,List Import
9592263,,BACK SANG SEONG,,,104ang@gmail.com,,List import
11052666,Inactive Investor,John Whiting,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",,,Salesforce
9644400,,ROMMEL ESTEVES,,,companye.rr@gmail.com,,List import
11141366,Inactive Investor,Gary Winschel,Financial Advisor,Gladstone Wealth Partners Erie PA 100 State St,gary.winschel@gladstonewealth.com,,Salesforce
11156285,Inactive Investor,Joseph Rooker,,Edward Jones Roseville CA 1430 Blue Oaks Blvd,,,Salesforce
11185465,Inactive Investor,Andrew Muncy,Financial Advisor,"Wells Fargo Clearing Services, LLC Lexington KY 333 E Main St",andrew.muncy@wellsfargoadvisors.com,,Salesforce
10524143,,Michael Irby,,,mtouchco@gmail.com,,Web Form Fillout
11045747,Inactive Investor,As'Ad Gourani,Chief Compliance Officer;Chief Executive Officer;Founder,"AG Wealth Management, PLLC",asad.gourani@agwealthm.com,,Salesforce
9636282,,Beverly Bearden,,,bbearden@gia.com,,List import
9609049,,Anton F,,,aafvbfl@hotmail.com,,List import
10861522,Inactive Investor,Karen Holmes,Financial Advisor,LPL Financial LLC Rockville MD 20 Courthouse Sq,karen.holmes@lpl.com,,Salesforce
11009550,Inactive Investor,Ruth Louis,,PFS Investments Inc. Brooklyn NY 9215 Flatlands Ave,,,Salesforce
10762076,Inactive Investor,John Craddock,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,,,Salesforce
10919099,Inactive Investor,David Odom,,"Frost Brokerage Services, Inc. Bellaire TX 6750 W Loop S",david.odom@frostbank.com,,Salesforce
129113,,Kimberly Marchetti,,"Wipfli Financial Advisors, Llc",kmarchetti@wipflifinancial.com,,
9623088,,Kojo Quansah,,,kojonhyira777@gmail.com,,List import
11100078,Inactive Investor,Bonnie Allard,,"Osaic Wealth, Inc. Muskegon MI 1975 Holton Rd",,,Salesforce
232143,, -,,[[Unknown]],prabu0106g@gmail.com,,Organic Search
11195320,Inactive Investor,Nicholas DiGiorgio,Financial Advisor,"United Brokerage Services, Inc Charlottesville VA 1265 Seminole Trl",ndigiorgio@united-brokerage.com,,Salesforce
11008575,Inactive Investor,Jabari O'Garro,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",,,Salesforce
10865371,Inactive Investor,Matthew Spedden,,"Osaic FA, Inc. Preston MD 147 Main St",matthew.spedden@lfg.com,,Salesforce
10783690,Inactive Investor,Roger Szendrey,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC Palos Verdes Peninsula CA 507 Silver Spur Rd",roger.szendrey@uboc.com,,Salesforce
10976039,Inactive Investor,Christopher Lalli,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,christopher.lalli@fmr.com,,Salesforce
11036296,Inactive Investor,Kathleen Eslava,,J.P. Morgan Securities LLC Freehold NJ 302 W Main St,kathleen.j.eslava@chase.com,,Salesforce
10863402,Inactive Investor,Charles Haugh,,Cetera Advisor Networks LLC Portland OR 9900 SW Greenburg Rd,charles.haugh@ceterawealth.com,,Salesforce
11109968,Inactive Investor,J Granados,,J.P. Morgan Securities LLC Santa Monica CA 2654 Main St,,,Salesforce
10900799,Inactive Investor,Stephen Colantuono,,"Osaic Wealth, Inc. Sudbury MA 321 Boston Post Rd",,,Salesforce
9550396,,John Madden,,,madden.john@principal.com,,List import
10955509,Inactive Investor,Jenna Cuenca,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",,,Salesforce
10659486,,Sharon Kracke,,,sharon_kracke@ml.com,,List Import
11033776,Inactive Investor,Nicholas Ruicci,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
5609212,,Aicha Nakraoui,,,nakraoui.aicha@gmail.com,,Web Form Fillout
10945440,Inactive Investor,Sandra Delagarza,,"Frost Brokerage Services, Inc. Victoria TX 7602 N Navarro St",sandra.delagarza@frostbank.com,,Salesforce
10966580,Inactive Investor,Samuel Anyamele,,"U.S. Bancorp Investments, Inc. Saint Paul MN 711 Cleveland Ave S",,,Salesforce
10897507,Inactive Investor,Christina Shockley,Financial Advisor,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,christina.shockley@lpl.com,,Salesforce
10656205,,Jeffrey Barnewolt,,,jeff.barnewolt@thrivent.com,,List import
9642904,,Pat Mead,,,pmead@mfs.com,,List import
11032846,Inactive Investor,Johnson Oluwole,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
349306,,James Gentry,Managing Director,"Legacy Capital Wealth Partners, Llc",jayg@lcgar.com,501-376-7878,Manual List Upload
11016755,Inactive Investor,John Katimaris,,"HighTower Securities, LLC White Plains NY 1 City Pl",jkatimaris@hightoweradvisors.com,,Salesforce
11129724,Inactive Investor,David Stephenson,Financial Advisor,"Principal Securities, Inc. Richardson TX Private Residence",stephenson.david@principal.com,,Salesforce
1002026,Inactive Investor,Randy Slifka,Managing Director,Slifka Asset Management,randy@slifka.net, +1 646 356 0601,
10856619,Inactive Investor,Charles Tyler,,"Cambridge Investment Research, Inc. Alamo CA 3201 Danville Blvd",,,Salesforce
10986309,Inactive Investor,Zachary Hall,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,zachary_hall@vanguard.com,,Salesforce
10781398,Inactive Investor,Scott Maze,,"Wells Fargo Clearing Services, LLC",scott.maze@wfadvisors.com,,Salesforce
248609,,Benjamin Mendoza,Corporate Accounts Manager,PACCAR Inc.,benjamin.mendoza@live.com,(760) 738-0909,Manual List Upload
9575637,,Paul Gerlick,,,paul.gerlick@valic.com,,List import
10880889,Inactive Investor,Ruben Guerra,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;President,Guerra Investment Advisors El Paso TX 5845 Cromo Dr,rguerra@reguerraco.com,,Salesforce
9558871,,Blessing ogar,,,blessingogar536@gmail.com,,List import
162793,,Rodrigo Rivero,,[Unknown],rrivero@diensten.com.ar,,
232908,, -,,[[Unknown]],simon.liang@concentricrealty.com,,
9605749,,Michael Barrett,,,michael.barrett@andersentax.com,,List import
10879983,Inactive Investor,Gregory Binney,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",greg.binney@truist.com,,Salesforce
11260456,Inactive Investor,Garrett Palesano,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11076847,Inactive Investor,Shannon Castaneda,,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 4600 Touchton Rd E",shannon.castaneda@wellsfargo.com,,Salesforce
11051490,Inactive Investor,David Jutovsky,Partner;Relationship Specialist;Wealth Manager,Financial Solutions Advisory Group,david@fsadvisorygroup.com,,Salesforce
10976624,Inactive Investor,Kyland Farmer,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",,,Salesforce
11193778,Inactive Investor,Andrew Lensch,Financial Advisor,"Ameriprise Financial Services, LLC Bettendorf IA 2525 Kimberly Rd",andrew.lensch@ampf.com,,Salesforce
11184863,Inactive Investor,Richard Feld,Managing Director;Managing Member,"LFL Wealth Advisory Services, LLC Fort Lee NJ 1 Parker Plz",,,Salesforce
45170,,Robbie McKenna,,Fidelity Personal and Workplace Advisors,robbie.mckenna@fmr.com,,
11084741,Inactive Investor,Dianilda Martinez,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
9632437,,Abigail Farr,,,abigail.farr@finsbury.com,,List import
11025920,Inactive Investor,Bradford Coyle,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",,,Salesforce
11143766,Inactive Investor,Jennifer Eastbourne,,"Osaic Institutions, Inc. Mystic CT 2 Water St",jeastbourne@infinexgroup.com,,Salesforce
9562532,,Richard Hammond,,,rich.hammond@voya.com,,List import
10892186,Inactive Investor,Sheila Mcfarland,Client Service Manager,"Ameriprise Financial Services, LLC Orland Park IL 15030 S Ravinia Ave",sheila.mcfarland@ampf.com,,Salesforce
10909324,Inactive Investor,Jesse Murphy,,Cetera Advisor Networks LLC Amarillo TX 5101 Lexington Sq,,,Salesforce
11043941,Inactive Investor,Lindsay Sturgeon,Financial Advisor,Edward Jones Bartlesville OK 418 E 5th St,lindsay.sturgeon@edwardjones.com,,Salesforce
11164633,Inactive Investor,Cindy Lusby,,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",cindy.lusby@rbc.com,,Salesforce
10815904,Inactive Investor,Rajeev Pandit,,Stonex Securities Inc. Pompano Beach FL 7525 NW 61st Ter,rajeev.pandit@saswealth.com,,Salesforce
10486453,,Margaret Thompson,Financial Advisor,"Prospera Financial Services, Inc.",margaret@providentstrategies.com,,List Import
11047753,Inactive Investor,Lori Tomasulo,,"Wells Fargo Clearing Services, LLC Princeton NJ 302 Carnegie Ctr",lori.tomasulo@wellsfargoadvisors.com,,Salesforce
11137915,Inactive Investor,Diane Gaal,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Cincinnati OH 3805 Edwards Rd,dgaal@rwbaird.com,,Salesforce
11013483,Inactive Investor,Randall Moore,,"FBL Marketing Services, LLC Big Timber MT 201 Mcleod St",randall.moore@fblfinancial.com,,Salesforce
10531851,,Anthony Gallardo,"VP, Model Consultant",Invesco,anthony.gallardo@invesco.com,845-549-3383,List Import
11007584,Inactive Investor,Jaclyn Gibson,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,jaclynosborne@statefarm.com,,Salesforce
10866990,Inactive Investor,Kenneth Rivera,,"Fifth Third Securities, Inc. Nashville TN 424 Church St",kenneth.rivera@53.com,,Salesforce
11004460,Inactive Investor,Deborah Guest,,"Allstate Financial Services, LLC Denver CO 3945 E 120th Ave",deborahguest@allstate.com,,Salesforce
373265,,Todd Welch,,[Unknown],toddmyagent@gmail.com,,source
11095428,Inactive Investor,Scott Walker,,"Truist Investment Services, Inc. New York NY 50 Hudson Yards",scott.a.walker@truist.com,,Salesforce
223083,,J Iron,,[Unknown],dailylearn@protonmail.com,,Direct
10948256,Inactive Investor,Michael Von Peters,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2126 Gunbarrel Rd",michael.vonpeters@ml.com,,Salesforce
9602500,,Richard Houstoun,,,rhoustoun@houstoun.com,,List import
336019,,Shelly Smith,Planning Assistant,"Cornerstone Financial Planning, Inc.",john@cornerstoneria.com,920-993-1526,Manual List Upload
10910611,Inactive Investor,Kellen Doop,Financial Services Representative,"Maxwell Financial Group, Inc Calabasas CA 23679 Calabasas Rd",kdoop@maxwellfinancialgroup.com,,Salesforce
332894,,Hixson,CIO,Financial Management Professionals,les@fmprofessionals.com,,
11211124,Inactive Investor,Anthony Payne,Senior Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Grand Rapids MI 146 Monroe Center St NW",anthony.a.payne@wellsfargo.com,,Salesforce
10619239,,Aimee Bowman,,,aimee.lafond@morganstanley.com,,List Import
9550597,,Diane Maldonado,,,diane.maldonado@suntrust.com,,List import
11180185,Inactive Investor,Nathan Foust,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",nathan.foust@ml.com,,Salesforce
11060138,Inactive Investor,Kristine Witherow,Associate Investment Advisor,"Harvest Investment Services, LLC",,,Salesforce
9646408,,Chris Cosimo,,,astepaheadflooringone@gmail.com,,List import
9602963,,Uy Ok,,,gfak1233@gmail.com,,List import
10968119,Inactive Investor,Brett Hartmann,Financial Advisor,Thrivent Investment Management Inc. Saint Louis MO 12300 Old Tesson Rd,brett.hartmann@thrivent.com,,Salesforce
11055162,Inactive Investor,John Scott,Founder;Partner,Cedrus LLC,jscott@cedrusfinancial.com,,Salesforce
10933513,Inactive Investor,Eddie Holmes,,"Osaic Wealth, Inc. San Luis Obispo CA 1428 Phillips Ln",,,Salesforce
10823118,Inactive Investor,Daniel Lennon,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",daniel.lennon@ml.com,,Salesforce
11170405,Inactive Investor,Kimberly Haggard,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kimberly.haggard@fidelity.com,,Salesforce
10786052,Inactive Investor,Timothy Mccabe,Vice President,"Charles Schwab & Co., Inc. Athens GA Private Residence",,,Salesforce
10919363,Inactive Investor,Gregory Barson,,"Investment Planners, Inc. Las Vegas NV 320 E Warm Springs Rd",,,Salesforce
10993146,Inactive Investor,Kathryn Slusarski,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10866301,Inactive Investor,Randal Begole,,State Farm VP Management Corp. Peoria IL 103 W Forrest Hill Ave,randalbegole@statefarm.com,,Salesforce
11024504,Inactive Investor,Sadik Kulla,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",sadik.kulla@raymondjames.com,,Salesforce
10912900,Inactive Investor,Michael Delgass,Managing Director - Investments,Wealthspire Advisors,michael.delgass@wealthspire.com,,Salesforce
11106627,Inactive Investor,Alaina Brenner,Wealth Advisor Analyst,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,alaina.brenner@morganstanleypwm.com,,Salesforce
11177712,Inactive Investor,Jordan Davis,,Edward Jones Winston Salem NC 2518 Somerset Center Dr,,,Salesforce
11006102,Inactive Investor,Nicholas Cone,,State Farm VP Management Corp. Columbus OH 1495 Morse Rd,,,Salesforce
11129235,Inactive Investor,Michael Collesano,,Stirlingshire Investments,,,Salesforce
11076140,Inactive Investor,Robert Maxson,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",robert.maxson@ml.com,,Salesforce
6611434,,Allan Crespo,,,dibadoh317@ezgiant.com,,Web Form Fillout
11079975,Inactive Investor,Theodora Prokopiw,,J.P. Morgan Securities LLC New Providence NJ 75 South St,theodora.prokopiw@jpmorgan.com,,Salesforce
9624944,,Tad Treanor,,,tad.treanor@gmail.com,,List import
10836401,Inactive Investor,Stacie Wegman,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Brentwood TN 100 Winners Cir N",stacie.wegman@stifel.com,,Salesforce
10884975,Inactive Investor,Kyle Dofelmier,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tacoma WA 1148 Broadway",kyle.dofelmier@schwab.com,,Salesforce
10787430,Inactive Investor,James Wolfe,,"Concourse Financial Group Securities, Inc. Wilmington NC 3301 Tipton Ct",james.wolfe@concoursefinancial.com,,Salesforce
10615248,,Oscar Cantu,"Director - Alternative Investments, Family Wealth Advisor, Financial Advisor, First Vice President, First Vice President - Wealt",,oscar.cantu@morganstanley.com,,List Import
10887316,Inactive Investor,Jeffrey Hughes,,LPL Financial LLC Mundelein IL 165 N Archer Ave,jeffrey.hughes@lpl.com,,Salesforce
11130494,Inactive Investor,Emily Gwizdz,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",emily.gwizdz@bernstein.com,,Salesforce
9569503,,Jason Wakeam,,,jwakeam@gmail.com,,List import
10648132,,Lloyd Domingos,,,lloyd.domingos@tuckeram.com,,List Import
9648437,,Gautam Bose,,,gbb.bose@gmail.com,,List import
340181,,Jay McAndrew,Head of Strategic Beta Sales,Columbia Threadneedle Investments,jay.mcandrew@columbiathreadneedle.com,,Event
10833022,Inactive Investor,Keri Soyka,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",keri.l.hannon@nm.com,,Salesforce
10791559,Inactive Investor,Jeffrey Browne,,"Osaic Wealth, Inc. Dalton GA 118 W King St",,,Salesforce
10986721,Inactive Investor,Honorio Martinez,,PFS Investments Inc. Miami FL 10530 NW 26th St,,,Salesforce
9630040,,Rob N,,,robnsalsa@gmail.com,,List import
10802936,Inactive Investor,Lisa Grimes,Financial Advisor,Edward Jones Solomons MD 14350 Solomons Island Rd,lisa.grimes@edwardjones.com,,Salesforce
1003508,Inactive Investor,Perrin Quarshie,,RealBlocks,perrin@realblocks.com,(678) 234-0447,3rd Party Lead Gen
11137727,Inactive Investor,Anthony Duncan,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",tony.duncan@tfaconnect.com,,Salesforce
11039539,Inactive Investor,Stanley Smith,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Burlington NC 1708 Westbrook Ave",stanley.smith@wellsfargoadvisors.com,,Salesforce
9589998,,Gloria Radeff,,,gradeff@libremax.com,,List import
11060117,Inactive Investor,Richard Swiat,Advisor;President,"Richard J. Swiat, Ltd.",,,Salesforce
10919166,Inactive Investor,David Griffin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
11206336,Inactive Investor,Craig Fisher,,NYLIFE Securities LLC Livingston NJ 354 Eisenhower Pkwy,cfisher@ft.newyorklife.com,,Salesforce
10886065,Inactive Investor,Susan Lovejoy,Financial Advisor,Thrivent Investment Management Inc. Lehighton PA Private Residence,susan.lovejoy@thrivent.com,,Salesforce
10781621,Inactive Investor,Daniel Herman,Branch Manager;Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",daniel.herman@raymondjames.com,,Salesforce
9596279,,John Daniel,,,john@softvest.com,,List import
10885941,Inactive Investor,Tara Dziengel,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",dziengel.tara@ntrs.com,,Salesforce
10661913,,Brian Peterson,,,bpeterson@plutowm.com,,List Import
10780594,Inactive Investor,Vincent Graziano,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Land O'Lakes FL 17907 Aprile Dr",vincent.graziano@wellsfargoadvisors.com,,Salesforce
10890254,Inactive Investor,Melvin Coleman,Chief Executive Officer;President,"Essential Wealth Management Group, LLC Austell GA 1190 Summerstone Trce",melvin@essentialwealthmanagement.com,,Salesforce
9575606,,Arvind Dharur,,,arvind.dharur@gmail.com,,List import
11198933,Inactive Investor,Daiana Harangus,,J.P. Morgan Securities LLC Scottsdale AZ 4922 E Bell Rd,daiana.harangus@jpmorgan.com,,Salesforce
10847454,Inactive Investor,Quinn Arnold,Chief Compliance Officer;Financial Planner;Managing Member,Arnold and Mote Wealth Management,quinn@arnoldmote.com,,Salesforce
11047683,Inactive Investor,Joseph Matthews,Founder;Managing Member,Farther,taylor@fartherfinance.com,,Salesforce
10831770,Inactive Investor,Michael Crowley,,"Avantax Investment Services, Inc. Watertown NY 215 Washington St",,,Salesforce
11096261,Inactive Investor,Josie Ellison,,"Equitable Advisors, LLC De Pere WI 340 N Wisconsin St",josie.ellison@equitable.com,,Salesforce
10779990,Inactive Investor,Steven Fromm,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",steven.fromm@wellsfargoadvisors.com,,Salesforce
10840150,Inactive Investor,Rick Hart,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Livonia MI 19045 Farmington Rd,rick.hart@thrivent.com,,Salesforce
11155828,Inactive Investor,Andrew Meyer,Financial Advisor;Senior Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,andrew.j.meyer@morganstanley.com,,Salesforce
345681,,David Blitzer,"Senior Managing Director, Head of Tactical Opportunities",Strategic Partners Fund Solutions Advisors L.p.,d.blitzer@blackstone.com,212-583-5000,Manual List Upload
11143921,Inactive Investor,Andrea Holle,Financial Advisor,Edward Jones Brenham TX 414 N Park St,andrea.holle@edwardjones.com,,Salesforce
10834199,Inactive Investor,Evan McCauley,,"Raymond James Financial Services, Inc. Akron OH 4040 Embassy Pkwy",evan.mccauley@raymondjames.com,,Salesforce
203199,,Diana Poupart,,HCR western NY,poupart85@gmail.com,5852365573,News & Research
10982408,Inactive Investor,James Suchecki,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
11178931,Inactive Investor,Elsa Jaysing,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,elsa.jaysing@jpmorgan.com,,Salesforce
10656844,,Dari Wardrussell,,,dari.wardrussell@primerica.com,,List Import
10942996,Inactive Investor,Carson Shoemaker,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11059404,Inactive Investor,Gregory Hutto,Chief Compliance Officer;Chief Executive Officer;President,"Heritage Retirement Advisors, LLC",greg@heritage-retirement.com,,Salesforce
9559995,,Soumit Sarkar,,,ssarkar@centerstreetsecurities.com,,List import
6947322,,Derrick Johnston,,,johnston87.dj@gmail.com,,Web form fillout
9556778,,qwwqr qwrwqr,,,corn@yahoo.com,,List import
9573192,,James Hegyi,,,jh@ironcompassinvestors.com,,List import
10884098,Inactive Investor,Nancy Loar,Financial Advisor,LPL Financial LLC Jackson MS 1200 Eastover Dr,nancy.loar@lpl.com,,Salesforce
10998265,Inactive Investor,Sarah Bauer,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,sarah.bauer@ceterais.com,,Salesforce
11237138,Inactive Investor,Andrew Keefer,Director - Equity Research;Senior Investment Advisor,"Bryn Mawr Capital Management, LLC Hershey PA 1 E Chocolate Ave",,,Salesforce
9596443,,Scott Cameron,,,scott.cameron@multnomahgroup.com,,List import
10929498,Inactive Investor,Jonathan Murray,Financial Advisor,LPL Financial LLC Alcoa TN 124 N Hall Rd,jonathan.murray@lpl.com,,Salesforce
248440,,Joseph Alain SARAKA,Chief Strategy Officer,ARISE,asaraka@hotmail.com,,Manual List Upload
10942383,Inactive Investor,Charisse Francis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11084315,Inactive Investor,Brian Wilmet,Financial Advisor,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
151461,,HyungSu Lee,,[Unknown],hyungseobu@gmail.com,,
11101474,Inactive Investor,George Allen,Chief Compliance Officer;President,"G.B. Allen Associates, Inc. Paramus NJ 140 Rte 17 N",,,Salesforce
9643286,,Matt Gilbert,,,mattgilbert.biz@gmail.com,,List import
11192693,Inactive Investor,Daniel Hansen,Associate Market Manager;First Vice President;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",daniel_hansen@ml.com,,Salesforce
11033705,Inactive Investor,Christopher Einwalter,Financial Advisor,Edward Jones Prescott Valley AZ 5672 E State Rte 69,chris.einwalter@edwardjones.com,,Salesforce
10916035,Inactive Investor,Brian Littlejohn,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member;Private Wealth Advisor,Sherwood Wealth Management,brian@sherwoodwealth.com,,Salesforce
10824689,Inactive Investor,Donald McCullough,Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Augustine FL Private Residence",dj.mccullough@raymondjames.com,,Salesforce
10943781,Inactive Investor,Mary Silvers,,Cetera Advisors LLC West Bloomfield MI 7125 Orchard Lake Rd,maryann.silvers@ceteraadvisors.com,,Salesforce
9618248,,Dennis Packard,,,dpackard@bamfunds.com,,List import
11065994,Inactive Investor,Tyler Noles,,"Osaic Wealth, Inc. Birmingham AL 3800 Colonnade Pkwy",,,Salesforce
3287325,,Andrew Kantor,,,andrewskantor@gmail.com,,Web Form Fillout
11097558,Inactive Investor,Elisa Jones,Financial Advisor,SageSpring Wealth Partners,elisa.jones@sagespring.com,,Salesforce
11191152,Inactive Investor,Michele Lantz,,"Pensionmark Securities, LLC Lancaster CA 44824 Cedar Ave",michele.lantz@pensionmark.com,,Salesforce
11198301,Inactive Investor,Juan Castro,,J.P. Morgan Securities LLC Edmond OK 300 S Bryant Ave,,,Salesforce
10900870,Inactive Investor,Kimberly Van Pelt,Project Manager,"Wells Fargo Clearing Services, LLC Winchester VA 2490 Valley Ave",,,Salesforce
174460,,Kurt Underhill,Financial Planner,First Financial Group,kurt@ffgplanning.com,,Organic Search
11112017,Inactive Investor,Kenneth Haupt,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Reading PA 645 Penn St,khaupt@janney.com,,Salesforce
11069351,Inactive Investor,Julia Zaino,Chief Compliance Officer;Member;Principal,"Spectra Investment Management, LLC",julia@spectrainvestment.com,,Salesforce
10943360,Inactive Investor,Robert Menzies,Chief Compliance Officer;Founder,"Pembroke Asset Advisors, LLC",michael@pembrokeassetadvisors.com,,Salesforce
9546192,,Pier willem Kooistra,,,pwkooistra@outlook.com,,List import
7715989,,sedf dam,,,tehokod519@ngopy.com,,Web Form Fillout
11142378,Inactive Investor,Lauren Choo,Senior Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,lauren.choo@jpmorgan.com,,Salesforce
9583174,,Robert Mitchell,,,bob@mitcocpa.com,,List import
11150024,Inactive Investor,Jason Depetris,,NYLIFE Securities LLC Long Beach CA 111 W Ocean Blvd,jmdepetris@ft.newyorklife.com,,Salesforce
11040281,Inactive Investor,Howard Silver,,LPL Financial LLC Jupiter FL 341 Old Dixie Hwy,howard.silver@lpl.com,,Salesforce
11186309,Inactive Investor,Hugo Robert,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
11004486,Inactive Investor,Caitlin Cullerton,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,cmobillo@ft.newyorklife.com,,Salesforce
11259899,Inactive Investor,Andrew Lemmenes,,Edward Jones Elm Grove WI 13500 Watertown Plank Rd,,,Salesforce
11162249,Inactive Investor,Judy Lev,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,judy.w.lev@morganstanley.com,,Salesforce
11112877,Inactive Investor,Tiva Lewis,,"Wells Fargo Clearing Services, LLC Austin TX 1000 E 11th St",,,Salesforce
10988444,Inactive Investor,Taylor Foster,,Cetera Advisor Networks LLC Osseo MN 101 Broadway St W,,,Salesforce
9616732,,Maurice Jackson,,,chairman@gladstonecompany.com,,List import
10891353,Inactive Investor,Connor Murphy,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10992891,Inactive Investor,Maria Jimenez,,J.P. Morgan Securities LLC Portland OR 1715 NE 33rd Ave,maria.jimenez@jpmorgan.com,,Salesforce
11121748,Inactive Investor,Lindsay Jakubowski,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Westlake OH 2341 Crocker Rd",,,Salesforce
10615980,,Joseph Spataro,,,joseph.spataro@lpl.com,,List Import
10786435,Inactive Investor,Jorge Carvajal,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
41692,,Michael Lomas,Managing Member,"Independent Solutions Wealth Management, Llc",mlomas@iswealthmanagement.com,716-633-1515,Manual List Upload
9612617,,Alex Munns,,,amunns@driehaus.com,,List import
9595377,,Jonathan Teran,,,jteran@lidoadvisors.com,,List import
10926038,Inactive Investor,Todd Lebor,Chief Compliance Officer;Chief Executive Officer;Founder;Owner;President;Principal Advisor,Snowball Wealth Management Chicago IL 3736 W Eddy St,,,Salesforce
10808537,Inactive Investor,Lisa Hill-Millar,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,lisa.millar@fmr.com,,Salesforce
10648252,,Trent Ambler,,,tambler@5thhorizon.com,,List Import
11147586,Inactive Investor,Eric Logan,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,,,Salesforce
10987268,Inactive Investor,Markita McGill,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10773612,Inactive Investor,Chante Thomas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11111787,Inactive Investor,Andrew Zins,,Fidelity Brokerage Services LLC,,,Salesforce
11210117,Inactive Investor,Hayes Sperry,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11255263,Inactive Investor,Todd Burton,Director;Senior Wealth Advisor,Masonboro Advisors Santa Monica CA 2450 Colorado Ave,todd@masonboroadvisors.com,,Salesforce
11094587,Inactive Investor,Mike Green,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,michael.green@fidelity.com,,Salesforce
10901683,Inactive Investor,Andrew DeBree,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11003663,Inactive Investor,James Demko,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10616529,,William Miller,,,bill.miller@lpl.com,,List Import
10587965,,Brad McCloskey,,,brademccloskey@gmail.com,,Web Form Fillout
10696068,,Wayne Bettis,,SS&C - Salentica,wbettis@sscinc.com,,List Import
239737,,Lamar Allen,,[Unknown],lamarallen@roadrunner.com,,Direct
10995611,Inactive Investor,Colin Fagan,,J.P. Morgan Securities LLC Kansas City MO 8400 N Boardwalk Ave,colin.fagan@chase.com,,Salesforce
10829560,Inactive Investor,David Parker,Vice President,"Stifel, Nicolaus & Company, Incorporated Tampa FL 100 N Tampa St",,,Salesforce
10919998,Inactive Investor,Katherine Monkman,Financial Advisor,Edward Jones Thief River Falls MN 215 Brooks Ave N,katherine.monkman@edwardjones.com,,Salesforce
10846829,Inactive Investor,Daniela Bazzani,,VectorGlobal WMG,,,Salesforce
10762291,Inactive Investor,Alexander Howell,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,alex.howell@ubs.com,,Salesforce
9570604,,Genevieve Kahr,,,genevieve@ailanthuscap.com,,List import
10763032,Inactive Investor,Stuart Meacham,Chief Financial Officer;Director;Investment Advisor,Cozad Asset Management Inc,stu@cozadassetmgmt.com,,Salesforce
10604275,,Claire Hart,Advisor,"National Wealth Management Group, LLC",claire.hart@lpl.com,954-960-3276,List Import
342503,,Colleen Hoy,Recruiting,Moelis Capital Partners Llc,recruiting@moelis.com,917-719-5700,Manual List Upload
10815001,Inactive Investor,Melinda Witt,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",mwitt@massmutual.com,,Salesforce
10505081,,Berlinda Liu,"Senior Director, Index Product Strategy",Cboe Global Markets,bliu@cboe.com,,List Import
9544625,,Doo Hong,,,doohong@financialguide.com,,List import
11155814,Inactive Investor,Jahnoi Hall,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",jhall@phoenixinc.com,,Salesforce
10945494,Inactive Investor,Thomas Healey,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11007506,Inactive Investor,Cameron Weyer,,"FBL Marketing Services, LLC Evansville IN 1010 W Buena Vista Rd",cameron.weyer@fblfinancial.com,,Salesforce
10806235,Inactive Investor,David Gramkow,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hutchinson KS 517 E 30th Ave",david.j.gramkow@ampf.com,,Salesforce
10921169,Inactive Investor,Matthew Corrigan,,"Raymond James Financial Services, Inc. Oak Park IL 1029 Lake St",matthew.corrigan@raymondjames.com,,Salesforce
9636292,,Karen Higby,,,khigby@hanys.org,,List import
9642549,,Christine Pennacchia,,,christine.pennacchia@sabacapital.com,,List import
116077,,Jeffrey Benson,"Chief Compliance Officer, President","Frontier Financial Partners, LLC",jeff.benson@frontierfp.net,615-383-7770,
10872403,Inactive Investor,David Clarkson,,State Farm VP Management Corp. Tucson AZ 7485 E Broadway Blvd,,,Salesforce
213133,,Jeffery Carwile,"Financial Advisor, Investment Executive","Fifth Third Securities, Inc.",jeffery.carwile@53.com,270-831-6541,
10989100,Inactive Investor,Alexander Andrews,Assistant Vice President,"First Citizens Investor Services, Inc. Toccoa GA 122 N Alexander St",alex.andrews@firstcitizens.com,,Salesforce
11025669,Inactive Investor,Alexander Miragaya,,"MML Investors Services, LLC",,,Salesforce
10886194,Inactive Investor,Ryan Steele,Financial Advisor,McAdam LLC,ryan.steele@mcadamfa.com,,Salesforce
9628031,,Mario Caldironi,,,mario.a@caldironi.at,,List import
10774030,Inactive Investor,Wynne Murphy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",wynne_murphy@ml.com,,Salesforce
10791345,Inactive Investor,Steven Mortelliti,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,steven.mortelliti@ubs.com,,Salesforce
233449,, -,,[[Unknown]],20014210@studenti.uniupo.it,,Direct
11260869,Inactive Investor,Braden Joyce,,Vanguard Marketing Corporation,braden_joyce@vanguard.com,,Salesforce
9588870,,Tejas Tapkir,,,tapkir.tejas@gmail.com,,List import
11176846,Inactive Investor,Joseph Drennan,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,joseph.drennan@jpmorgan.com,,Salesforce
11001881,Inactive Investor,Kyle Mcguffey,,"Kestra Investment Services, LLC Addison TX 14135 Midway Rd",,,Salesforce
9556567,,Louis Michetti,,,michettil@icloud.com,,List import
66126,,David Crandall,Financial Consultant,Thrivent Investment Management Inc.,dave.crandall@thrivent.com,419-758-3126,
9543467,,Luis Arranz,,,luis.arranz@gmail.com,,List import
1001766,Inactive Investor,Margo Doyle,Chief Investment Officer,S-Cubed Capital,margo@scubedcap.com, +1 650 234 8224,
9607491,,Benjamin Patton,,,benlpatton7@gmail.com,,List import
10799276,Inactive Investor,Dana McGuire,Senior Client Specialist,Robert W. Baird & Co. Incorporated Durango CO 1099 Main Ave,dwmcguire@rwbaird.com,,Salesforce
10756533,Inactive Investor,Arthur Chan,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",arthur.q.chan@wellsfargoadvisors.com,,Salesforce
9609683,,Brendon David,,,chimeraspice@gmail.com,,List import
11060781,Inactive Investor,Lisa Schaefer,,Cetera Advisor Networks LLC Rockville MD 2101 Gaither Rd,,,Salesforce
11152062,Inactive Investor,Eric Mackey,Analyst;Registered Associate,Morgan Stanley New York NY 1 New York Plz,eric.s.mackey@morganstanley.com,,Salesforce
11038825,Inactive Investor,Matthew Wilson,Financial Advisor,Commonwealth Financial Network Hanover PA 110 W Eisenhower Dr,mwilson@cfnmail.com,,Salesforce
10843478,Inactive Investor,Stephanie Stano,Financial Advisor,LPL Financial LLC Denver CO 650 S Cherry St,,,Salesforce
9560148,,Denise Lacause,,,dlacause@lincolninvestment.com,,List import
11063105,Inactive Investor,Chad Weinhold,Financial Advisor,Corestone Wealth Management LLC,,,Salesforce
10915552,Inactive Investor,Cheri Lisko,Financial Advisor,Edward Jones Port Orange FL 731 Dunlawton Ave,cheri.lisko@edwardjones.com,,Salesforce
11050905,Inactive Investor,Elizabeth Windisch,Financial Advisor,"GPS Wealth Strategies Group, LLC Denver CO 8751 E Hampden Ave",,,Salesforce
9542971,,Puvaneswaran Srivamadevan,,,nesan_sri@yahoo.com,,List import
10765604,Inactive Investor,Whitney McDaniel,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",whitney.mcdaniel@wellsfargoadvisors.com,,Salesforce
9615963,,Fabio Moraes,,,intecinfocorp@gmail.com,,List import
11285912,,Veronica Chekov,,,veronicachekov17@gmail.com,,Web Form Fillout
10926974,Inactive Investor,Gabriella Lewis,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
11117901,Inactive Investor,Jennifer Elliott,Senior Client Associate,"RBC Capital Markets, LLC Concord NH 45 S Main St",jennifer.elliott@rbc.com,,Salesforce
10756910,Inactive Investor,Alexis Sullivan,Associate;Private Wealth Management Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,alexis.adams@morganstanleypwm.com,,Salesforce
10782088,Inactive Investor,Traci Reagle,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",traci_reagle@ml.com,,Salesforce
9561977,,Bao Vo,,,bao.vo@vinasecurities.com,,List import
11201520,Inactive Investor,Andrew Fairman,Chief Investment Officer,SBC Wealth Management,afairman@sbcwealth.com,,Salesforce
11067549,Inactive Investor,Lisa Zeck,Regional Vice President,PFS Investments Inc. Goose Creek SC 105 Central Ave,lisa.zeck@primerica.com,,Salesforce
346363,,Paul Hickey,Principal,"Bespoke Investment Group, Llc",paul@bespokeinvest.com,914-315-1248,Manual List Upload
11118951,Inactive Investor,Xhoana Dika,,J.P. Morgan Securities LLC Stratford CT 2855 Main St,xhoana.dika@jpmorgan.com,,Salesforce
10618302,,Bill Rizos,,,bill.rizos@wellsfargo.com,,List Import
9612271,,Ania Lasek,,,ania.j.lasek@jpmorgan.com,,List import
11009970,Inactive Investor,Xue Li,,"Farmers Financial Solutions, LLC Bellevue WA 1840 130th Ave NE",xli@farmersagent.com,,Salesforce
9627994,,Wendy Hirata,,,wendy.hirata@theblockcrypto.com,,List import
11153120,Inactive Investor,Matthew Mcmahon,Financial Advisor,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,matthew.h.mcmahon@ubs.com,,Salesforce
10919634,Inactive Investor,Andrew Glatzel,Managing Member,"SeaCap Advisors, LLC",,,Salesforce
10762423,Inactive Investor,Cvetlana Giacumakis,,LPL Financial LLC Newport Beach CA 5000 Birch St,cvetlana.giacumakis@lpl.com,,Salesforce
10959242,Inactive Investor,Suzanne Latorre,,UBS Financial Services Inc.,,,Salesforce
337852,,Matthew Myles,"Executive Committee Member, Partner, Chief Operating Officer",Edgbaston Investment Partners,mmyles@edgbastonip.com,011-442-072583170,Manual List Upload
10769377,Inactive Investor,Roberta Holliday,Financial Advisor,Edward Jones Muscatine IA 100 E 2nd St,roberta.holliday@edwardjones.com,,Salesforce
341734,,Paul Marchese,Vice President,"Marquette Associates, Inc.",pmarchese@marquetteassociates.com,610-719-0300,Manual List Upload
10827149,Inactive Investor,Wen Cheng,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,wen.l.cheng.j5as@statefarm.com,,Salesforce
9591944,,Jinkee Hong,,,jkhong.yonsei@gmail.com,,List import
11089482,Inactive Investor,Nathaniel Powell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
6910,,Donald Reichler,,[[Unknown]],dsreichler@gmail.com,,Initial Salesforce Import
10812044,Inactive Investor,Alexander Sgarlata,,"LaSalle St Securities, L.L.C.",awsgarlata@lasallest.com,,Salesforce
11107039,Inactive Investor,Daniel Hutner,Chief Compliance Officer;Secretary;Vice President,Hutner Capital Management Inc.,,,Salesforce
11194137,Inactive Investor,Matthew Manteria,Assistant Vice President;Wealth Management Risk - Centralized Supervision,Morgan Stanley New York NY 1 New York Plz,matthew.manteria@morganstanley.com,,Salesforce
11028588,Inactive Investor,Zeenah Ghouse,,Morgan Stanley New York NY 1221 Avenue of the Americas,,,Salesforce
372128,,Federico Mentigazzi,,Italy,federico.m.business@gmail.com,,Salesforce
11203270,Inactive Investor,Jonathan Woodus,,PFS Investments Inc. San Antonio TX 911 Isom Rd,jwoodus@primerica.com,,Salesforce
10729201,,Nazar Sezgin,,,yilmazerkader41@gmail.com,,Web Form Fillout
372685,,Michael Hackard,,United States,hackard@hackardlaw.com,,source
10754430,Inactive Investor,Tom Gibbings,,Prime Capital Financial San Diego CA 1545 Hotel Cir S,tgibbings@pciawealth.com,,Salesforce
10949812,Inactive Investor,Christopher Sage,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11212591,Inactive Investor,Linda Remington,,NYLIFE Securities LLC Madison CT Private Residence,ljremington@ft.newyorklife.com,,Salesforce
10951314,Inactive Investor,John Hunter,Director;Director - Wealth Management;Member;Portfolio Manager,"Trinity Legacy Partners, LLC",john.hunter@trinitylegacy.com,,Salesforce
11234402,Inactive Investor,Athar Khalil,Registered Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,athar.khalil@morganstanley.com,,Salesforce
9604383,,Rob Goggins,,,rob.goggins@greatclips.com,,List import
11186628,Inactive Investor,Stevany Williamson,,J.P. Morgan Securities LLC Northbrook IL 2801 Dundee Rd,stevany.williamson@jpmorgan.com,,Salesforce
9603526,,Kenneth Jones,,,joneskennetha9c@googel.com,,List import
11114987,Inactive Investor,Peter Kejmar,Financial Professional,PlanMember Securities Corporation San Gabriel CA 312 Bridge St,pkejmar@planmembersec.com,,Salesforce
11022812,Inactive Investor,Andrew Jaboro,,J.P. Morgan Securities LLC Commerce Township MI 2801 Union Lake Rd,andrew.jaboro@jpmorgan.com,,Salesforce
10610851,,Ego Egemole,,,oluchivanessa7@gmail.con,,Web Form Fillout
10505925,,Curtis Trimble,President,Solyco Wealth,ctrimble@solycowealth.com,713-444-3560,List import
10818190,Inactive Investor,Olumide Owolabi,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,olumide.owolabi@nb.com,,Salesforce
10863034,Inactive Investor,Brett Stenmoe,,"Allstate Financial Services, LLC Bothell WA 18223 102nd Ave NE",bstenmoe@allstate.com,,Salesforce
11152026,Inactive Investor,Nieneth Salamon,,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,nieneth.salamon@morganstanley.com,,Salesforce
10738399,,Odiri Monday,,,odiriumukoro853@gmail.com,7055231459,Web Form Fillout
11197020,Inactive Investor,Jolynn Pratt,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
9574020,,Julian Owens,,,julian.owens@transamerica.com,,List import
11144492,Inactive Investor,Robyn Lewis,,Key Investment Services LLC,robyn.lewis@key.com,,Salesforce
11154799,Inactive Investor,Adam Davidson,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,adavidson@rwbaird.com,,Salesforce
10944278,Inactive Investor,Daniel Bakker,,LPL Financial LLC Schererville IN 930 W US Hwy 30,daniel.bakker@lpl.com,,Salesforce
10961266,Inactive Investor,John Biller,,Fidelity Brokerage Services LLC,,,Salesforce
10822156,Inactive Investor,Grant Boone,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",grant.boone@ml.com,,Salesforce
10847517,Inactive Investor,Clint Verhagen,,Cetera Financial Specialists LLC South Holland IL 17075 S Park Ave,,,Salesforce
338601,,Frank Suess,Chairman,Bfi Infinity Ltd.,frank.suess@bfiwealth.com, -62757,Manual List Upload
10844703,Inactive Investor,Nancy Barrett,Financial Advisor;Managing Director;Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,nancy.barrett@ubs.com,,Salesforce
11039195,Inactive Investor,Tyler Meyer,Chief Compliance Officer;Financial Planner;Managing Member;President,QED Wealth Solutions,tyler@qedwealthsolutions.com,,Salesforce
11041561,Inactive Investor,Lucas Meadors,,J.P. Morgan Securities LLC Lexington KY 727 E Euclid Ave,,,Salesforce
10993989,Inactive Investor,Christopher Caputo,,Key Investment Services LLC Tarrytown NY 75 N Broadway,christopher.caputo@key.com,,Salesforce
11022756,Inactive Investor,Daniel Slattery,Senior Wealth Strategy Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,daniel.slattery@ubs.com,,Salesforce
9555239,,"Elif Kilic""",,,huzurezgisi@gmail.com,,List import
10936889,Inactive Investor,Crystal Lee,,Commonwealth Financial Network Birmingham AL 2279 Valleydale Rd,clee@commonwealth.com,,Salesforce
225640,, -,,[[Unknown]],alejandrozepeda1997@gmail.com,,Initial Salesforce Import
10822873,Inactive Investor,Kevin Ward,Chief Compliance Officer;General Partner;Partner,Ward & Associates Rancho Sante Fe CA PO Box 8710,kevinward@wardinvest.com,,Salesforce
11181648,Inactive Investor,Devan White,,LPL Financial LLC Uniontown PA 110 Daniel Dr,devan.white@lpl.com,,Salesforce
10944472,Inactive Investor,Marc Lewis,,"Farmers Financial Solutions, LLC Smyrna TN 1241 Rock Springs Rd",mlewis3@farmersagent.com,,Salesforce
10971087,Inactive Investor,Daniel Hughes,,LPL Financial LLC Sarasota FL 1990 Main St,daniel.hughes@lpl.com,,Salesforce
9582983,,Scott Peters,,,scott@gordianwa.com,,List import
10646838,,Michael McDonald,,,michael.mcdonald@lpl.com,,List Import
9641480,,Anthony Miranda,,,amiranda0517@gmail.com,,List import
11115828,Inactive Investor,Ronald Berry,,Cetera Advisors LLC Easton CT 6 Newman Dr,ronald.berry@ceteraadvisors.com,,Salesforce
10782194,Inactive Investor,Michelle Marinucci,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",michelle_marinucci@ml.com,,Salesforce
10656948,,Jack Derkacy,,,jderkacy@ft.newyorklife.com,,List Import
11123862,Inactive Investor,Robert Cleary,,LPL Financial LLC Indianapolis IN 250 W 96th St,robert.cleary@lpl.com,,Salesforce
11051211,Inactive Investor,Boaz Yung,Financial Advisor,Edward Jones Hilo HI 1289 Kilauea Ave,boaz.yung@edwardjones.com,,Salesforce
11015411,Inactive Investor,Nathan Harrison,Financial Planner,"Osaic FA, Inc. Tomball TX 25420 Kuykendahl Rd",nathan.harrison@lfg.com,,Salesforce
10996218,Inactive Investor,Rimpy Arora,,J.P. Morgan Securities LLC Frisco TX 5375 Lebanon Rd,rimpy.arora@jpmorgan.com,,Salesforce
10990554,Inactive Investor,David Gonzalez,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,,,Salesforce
11018518,Inactive Investor,Sadeer Jamil,Investment Advisor,"VIMA, LLC",,,Salesforce
10848183,Inactive Investor,Ellen Beckner,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,ellen.k.kresl@jpmorgan.com,,Salesforce
11002291,Inactive Investor,Robert Guyer,,"U.S. Bancorp Investments, Inc. Overland Park KS 9900 W 87th St",,,Salesforce
10893578,Inactive Investor,Johann Azzopardi,Financial Planner,"Pruco Securities, LLC. Portland ME 1266 Congress St",johann.azzopardi@prudential.com,,Salesforce
352906,,Nonso Nwachukwu,CEO,Decagon Consultants,nonsomailbox@gmail.com,,Event
10856140,Inactive Investor,Wendy Ruffinbarnes,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,wendy.ruffin-barnes.c3ot@statefarm.com,,Salesforce
11050031,Inactive Investor,Christopher Anteau,Investment Executive,"Fifth Third Securities, Inc. Toledo OH 1028 W Alexis Rd",christopher.anteau@53.com,,Salesforce
10900465,Inactive Investor,Craig Stacey,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,craig.stacey@fidelity.com,,Salesforce
249053,,Brian Blank,Assistant Professor,Mississippi State University,dblank@business.msstate.edu,,Manual List Upload
10801825,Inactive Investor,Robert Bracey,,"IFP Securities, LLC Jacksonville Beach FL 492 Osceola Ave",,,Salesforce
9576026,,Michael Betros,,,mbetros@dfanys.com,,List import
10808420,Inactive Investor,Emil Plataroti,,HSBC Securities (USA) Inc.,emil.plataroti@us.hsbc.com,,Salesforce
11101532,Inactive Investor,Megan McIlwain,,"Raymond James & Associates, Inc. Annapolis MD 2077 Somerville Rd",megan.mcilwain@raymondjames.com,,Salesforce
10920708,Inactive Investor,Alvin Parra,Chief Compliance Officer,C. E. Skowrup & Co. South Pasadena CA 1445 Huntington Dr,,,Salesforce
9541311,,Ashoor Khan,,,shervin@alumni.ubc.ca,,List import
11164934,Inactive Investor,Dane Gussin,,"Parkland Securities, LLC Novi MI 43155 Main St",,,Salesforce
222428,,Chris Mora,PARTNER,Centri,cmora@centriconsulting.com,609-647-2088,Initial Salesforce Import
11121357,Inactive Investor,Thomas Prichard,Financial Advisor,Edward Jones Liberty MO 113 Blue Jay Dr,tom.prichard@edwardjones.com,,Salesforce
11175351,Inactive Investor,Christopher Callahan,Financial Advisor,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",christopher.callahan2@ampf.com,,Salesforce
10965100,Inactive Investor,Thomas Figgatt,Founder;President,Portolan Financial Planning LLC,tom@portolanfinancial.com,,Salesforce
10756576,Inactive Investor,Bruce Sharpe,Financial Advisor,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,wynne.sharpe@ubs.com,,Salesforce
9605066,,mhhossein hosseine,,,ggh69691@gmail.com,,List import
11216823,,William Mulvey,,,bruce.mulvey@ampf.com,,List Import
2437805,,Eduardo Enciso,,,edalenar@yahoo.es,,
9415836,,David Rosenblum,,Windsor Knot,rosenblum@optonline.net,,List Import
11222288,,Janessa Sobania,,,janessa.sobania@lpl.com,,List Import
9619701,,cameron vetrano,,,cnvetrano@gmail.com,,List import
9629922,,Antoine Bonnet,,,antoine@outdoor-trend.com,,List import
11220905,,James Abbruzzese,,,james.abbruzzese@needhamco.com,,List Import
11186058,Inactive Investor,Gregory Peebles,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,gregory.peebles@fidelity.com,,Salesforce
9549736,,Michael Larose,,,michael.larose@fidelity.com,,List import
11139418,Inactive Investor,Erez Libschtein,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",erez.x.libschtein@ampf.com,,Salesforce
342544,,Tom Black,Financial Planner,The Retirement Solution Inc.,tom@trsfamily.com,425-558-3700,Manual List Upload
11111142,Inactive Investor,Thomas Wiscomb,Advisor;Chief Compliance Officer;Member;Principal,NorthPoint Advisory LLC,twiscomb@northpointadvisory.com,,Salesforce
9611095,,bivek ta,,,bivek@hotmail.com,,List import
10827716,Inactive Investor,John Wostbrock,,"Avantax Investment Services, Inc. Wallingford CT Private Residence",,,Salesforce
9640429,,Barbara Balinger,,,bbalinger@humanesociety.org,,List import
10954125,Inactive Investor,Pooja Bhat,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10827167,Inactive Investor,John English,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",john.english@valic.com,,Salesforce
10825828,Inactive Investor,Matthew Miller,,Cetera Advisor Networks LLC Dayton OH 259 Regency Ridge Dr,millermv@ceteranetworks.com,,Salesforce
11063227,Inactive Investor,Roy Michaelson,,"Raymond James Financial Services, Inc. Hummelstown PA 119 W Main St",roy.michaelson@raymondjames.com,,Salesforce
341931,,Christopher Striano,Chief Financial Officer,Blackstone Tactical Opportunities Advisors L.l.c.,christopher.striano@blackstone.com,212-583-5000,Manual List Upload
11064523,Inactive Investor,Brian Trymbiski,First Vice President,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",brian.trymbiski@raymondjames.com,,Salesforce
11079082,Inactive Investor,Soyeon Caruso,Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester NY 75 S Clinton Ave",,,Salesforce
10814627,Inactive Investor,Christopher Hoen,Financial Advisor,"Ameriprise Financial Services, LLC Berlin MD 9928 Old Ocean City Blvd",christopher.d.hoen@ampf.com,,Salesforce
10839544,Inactive Investor,Robert Lindbloom,,"International Assets Advisory, LLC Central Point OR 780 S Front St",rlindbloom@iaac.com,,Salesforce
11136508,Inactive Investor,Patrick Kirby,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10857283,Inactive Investor,Michael Hietbrink,,PFS Investments Inc. Wixom MI 28221 Beck Rd,michael.hietbrink@primerica.com,,Salesforce
9575694,,Andy Fowler,,Grayscale,andy@grayscale.com,,List import
11210624,Inactive Investor,Blake Crousore,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",blake.crousore@nm.com,,Salesforce
9605724,,Fabrizio Robalino,,,fabr2505@gmail.com,,List import
11059730,Inactive Investor,Brett Bly,,NYLIFE Securities LLC Lake Stevens WA 2008 123rd Ave NE,bbly@eaglestrategies.com,,Salesforce
10878131,Inactive Investor,Kevin Stein,Member,Redmont Wealth Chicago IL 455 N Cityfront Plaza Dr,kstein@redmontwealth.com,,Salesforce
10808302,Inactive Investor,Patrick Holley,,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",patrick.holley@rbc.com,,Salesforce
10955824,Inactive Investor,Sandro Zovko,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10891451,Inactive Investor,Richard Gawlik,,LPL Financial LLC Sparrows Point MD 5236 N Point Blvd,richard.gawlik@lpl.com,,Salesforce
10865130,Inactive Investor,Evanna Bauer,,LPL Financial LLC Latham NY 3 Lear Jet Ln,evanna.bauer@lpl.com,,Salesforce
9601950,,Daniel Pinkerton,,,dpinkerton@pinkertonretirement.com,,List import
11229844,Inactive Investor,Colin Barz,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",colin.barz@nm.com,,Salesforce
11190258,Inactive Investor,Elizabeth Loveman,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11176521,Inactive Investor,Keith Lantta,Financial Advisor,Edward Jones Isanti MN 303 Credit Union Dr,keith.lantta@edwardjones.com,,Salesforce
10797613,Inactive Investor,Anthony Vitagliano,Financial Advisor;Senior Vice President,UBS Financial Services Inc. South Burlington VT 38 Eastwood Dr,anthony.vitagliano@ubs.com,,Salesforce
11123337,Inactive Investor,Garth Stefan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,garth_stefan@vanguard.com,,Salesforce
9559951,,Bridget Dunne,,,bdunne@ayco.com,,List import
10878175,Inactive Investor,Victor Portillo,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,victor.portillo@fmr.com,,Salesforce
220583,,Leonard Valentine,,[Unknown],chirolvalentine@gmail.com,,source
9594782,,Arthur Soter,,,stratti@comcast.net,,List import
10614423,,Philip Scott,Financial Advisor,,phil_scott@strategiesforwealth.com,,List Import
9613450,,Arlen Wiley,,,arlen.wiley@perkinsjanus.com,,List import
11094059,Inactive Investor,Jordan Christian,Associate,Morgan Stanley Washington DC 1775 I St NW,,,Salesforce
10868621,Inactive Investor,Mathew Hastings,Financial Advisor,LPL Financial LLC Massena NY 30 Stearns St,mathew.hastings@lpl.com,,Salesforce
10782729,Inactive Investor,John Brannon,,Vanguard Marketing Corporation,john_brannon@vanguard.com,,Salesforce
10974398,Inactive Investor,Matthew Hemberger,Financial Advisor,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",matthew.hemberger@prudential.com,,Salesforce
11058054,Inactive Investor,Corey Haas,Financial Advisor,Morgan Stanley Olean NY 202 W State St,corey.haas@morganstanley.com,,Salesforce
11201146,Inactive Investor,Alisa Skatrud,Senior Advisor,"Plum Street Advisors, LLC Newton Center MA 154 Wells Ave",alisa.skatrud@plumstreetadvisors.com,,Salesforce
10932207,Inactive Investor,Nathaniel Workentine,,NYLIFE Securities LLC Lincoln NE 1221 N St,nworkentine@nyl.com,,Salesforce
11019435,Inactive Investor,Jesus Guzman,Chief Compliance Officer;Manager,Belvedere Wealth Advisors LLC,,,Salesforce
10779553,Inactive Investor,Joseph Daniel,Financial Planning Associate,Morgan Stanley San Francisco CA 101 California St,joseph.daniel@morganstanley.com,,Salesforce
11083750,Inactive Investor,Cuong Thuyen,,"Independent Financial Group, LLC Pasadena CA 2181 E Foothill Blvd",,,Salesforce
10893750,Inactive Investor,Mark Beaven,Client Service Associate,Morgan Stanley Westport CT 500 Post Road E,mark.beaven@morganstanley.com,,Salesforce
11116642,Inactive Investor,Gordon Andrews,,J.P. Morgan Securities LLC Marlton NJ 771 Rte 70 W,gordon.andrews@chase.com,,Salesforce
11124730,Inactive Investor,Fredric Lowe,,Stonex Securities Inc. Winter Garden FL Private Residence,fredric.lowe@saswealth.com,,Salesforce
344537,,Mitchell Doren,Region Vice President (texas Designated Officer),"Ameriprise Financial Services, Llc",mitchell.doren@ampf.com,612-671-3131,Manual List Upload
11159222,Inactive Investor,Matthew Breakey,,State Farm VP Management Corp. Reynoldsburg OH 7439 E Main St,matthewbreakey@statefarm.com,,Salesforce
9599799,,Esmill Castillo,,,limse22@gmail.com,,List import
10908203,Inactive Investor,Dimitri Kondos,,State Farm VP Management Corp. Portland OR 7304 SE Milwaukie Ave,dimitrikondos@statefarm.com,,Salesforce
9543149,,Kathleen Maier,,,kathleenmaier@me.com,,List import
11116574,Inactive Investor,Zachery Wszolek,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11104047,Inactive Investor,Jennifer Vannatter,Client Service Associate,Morgan Stanley Troy MI 101 W Big Beaver Rd,jennifer.vannatter@morganstanley.com,,Salesforce
10821279,Inactive Investor,Haresh Vaswani,Registered Principal,LPL Financial LLC Arlington Heights IL 3275 N Arlington Heights Rd,haresh.vaswani@lpl.com,,Salesforce
10776548,Inactive Investor,David Agee,,"Raymond James Financial Services, Inc. Centralia IL 100 S Locust St",david.agee@raymondjames.com,,Salesforce
10658878,,Jason Werner,,,jwerner@janney.com,,List Import
10921559,Inactive Investor,James Williamson,Chief Compliance Officer;Owner;President,"Platinum Planning, Inc.",rw@platinumplanninginc.com,,Salesforce
10876102,Inactive Investor,Kate Freeman,Financial Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,kate.freeman@ubs.com,,Salesforce
9628221,,Shawn McCoy,,,shawn.p.mccoy@ampf.com,,List import
11164411,Inactive Investor,Tony Esses,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,tesses@snowdenlane.com,,Salesforce
10845451,Inactive Investor,Brian Mullen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plymouth MA 113 Samoset St",brian.d.mullen@ml.com,,Salesforce
10835846,Inactive Investor,Daniel Levin,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Blue Bell PA 1767 Sentry Pkwy W,dlevin@janney.com,,Salesforce
10968833,Inactive Investor,Preston Arity,,"Northwestern Mutual Investment Services, LLC Rapid City SD 909 Saint Joseph St",preston.arity@nm.com,,Salesforce
10873116,Inactive Investor,Scott Skidmore,,LPL Financial LLC Sparks Glencoe MD 1 Kelly Way,scott.skidmore@lpl.com,,Salesforce
11033402,Inactive Investor,Jeffrey Dryden,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9631063,,Gary Manning,,,gkmanning@yahoo.com,,List import
11196683,Inactive Investor,Kristine Maxfield,,"Ameritas Investment Company, LLC Midvale UT 6947 S 900 E",kmaxfield@ameritas.com,,Salesforce
10965585,Inactive Investor,Marina-Jeanne Lewallen,Member,"Journey Investments, LLC Johnstown CO 5245 Ronald Reagan Blvd",,,Salesforce
10987210,Inactive Investor,Douglas Krueger,,NYLIFE Securities LLC Bismarck ND Private Residence,dkrueger00@ft.newyorklife.com,,Salesforce
11190954,Inactive Investor,Heather Venenga-Whipple,Chief Compliance Officer;Managing Member;Owner,American Harvest Financial LLC,heather@americanharvestfinancial.com,,Salesforce
10980376,Inactive Investor,Cameron Reed,,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",,,Salesforce
10612544,,Bette-Ellen Weiss,Financial Advisor,,beweiss@ampf.com,,List Import
10943506,Inactive Investor,Mark Maas,,Sigma Financial Corporation Findlay OH 2401 N Main St,mmaas@sigmarep.com,,Salesforce
11066824,Inactive Investor,Michael Knuffke,Chief Compliance Officer;Investment Advisor;Managing Member,"The Von Dohlen Knuffke Financial Group, LLC",,,Salesforce
10820393,Inactive Investor,Stephen Norton,Chief Compliance Officer;Financial Advisor;President;Registered Principal,"Saybrook Wealth Group, Inc.",stephen.norton@saybrookwealth.com,,Salesforce
11116184,Inactive Investor,Christopher Davis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,christopher.c.davis@fmr.com,,Salesforce
8481039,,Jason Gaunt,,Sanchez Wealth Management.com,jason@sanchezwealthmanagement.com,(775) 800-1801,List Import
11157687,Inactive Investor,Brenton Stransky,Wealth Advisor,"Independence Square Holdings, LLC Carlsbad CA 2173 Salk Ave",bstransky@indsquare.com,,Salesforce
10613159,,Robin Reich,"Managing Director, Senior Financial Advisor",,robin_m_reich@ml.com,,List Import
10603895,,Stephen Selver,"Chief Executive Officer, Member","Bramshill Investments, LLC",stephen@bramshillinvestments.com,,List Import
10865343,Inactive Investor,Edward Randall,,USCA Securities LLC,erandall@uscallc.com,,Salesforce
10966483,Inactive Investor,Jordan Beard,,"Kestra Investment Services, LLC Huntersville NC 13801 Reese Blvd W",,,Salesforce
9545930,,Michael Lackey,,,michaelelackeyiii@gmail.com,,List import
11195131,Inactive Investor,Thad Ackerman,Financial Advisor;Financial Planner;Managing Member,"Silver Maple Financial, LLC",thad@silvermaplefinancial.com,,Salesforce
11043084,Inactive Investor,Zachary Glenn,,"U.S. Bancorp Investments, Inc. Batavia OH 968 Old State Rte 74",zachary.glenn@usbank.com,,Salesforce
10764032,Inactive Investor,Wayne Brumm,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",wayne.brumm@schwab.com,,Salesforce
10508122,,Michelle Krick,"Compliance Manager, Regulatory Contact","Miller Global Investments, L.L.C.",Y,,List import
11050047,Inactive Investor,Luke Johnson,Chief Compliance Officer;Managing Member;Principal,Boreal Advisors LLC,luke.johnson@borealadvisors.com,,Salesforce
11058365,Inactive Investor,Albert Faber,,Woodson Wealth Management Reseda CA Private Residence,,,Salesforce
10944648,Inactive Investor,Richard Clark,,"Ameriprise Financial Services, LLC Grand Blanc MI 1401 E Hill Rd",,,Salesforce
9590365,,Thomas Stamatelos,,,tstamatelos@trgpcap.com,,List import
11205562,Inactive Investor,Stephen Clifton,Associate,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
11161835,Inactive Investor,Luz Cardona-Rosario,,TD Private Client Wealth LLC Jacksonville FL 9715 Gate Pkwy N,luz.cardona-rosario@td.com,,Salesforce
10895780,Inactive Investor,David Loveland,Partner,"Loveland & Bastian Financial Services Group, LLC",,,Salesforce
10656544,,Laurel Rettig,,,lrettig@mesirowfinancial.com,,List Import
10696256,,Christian Williams,,Williams Private Wealth,christian@williamsprivatewealth.com,,List Import
216025,,JUSTIN CASE,,[Unknown],justin.case@gmx.com,,source
10842606,Inactive Investor,Michael Lentz,Chief Compliance Officer,"Strategic Investments Advisors, Inc.",mike@lentzandlentz.com,,Salesforce
11254092,Inactive Investor,Tyler Aprahamian,,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",tyler.aprahamian@prudential.com,,Salesforce
11138089,Inactive Investor,Erin Van Haasteren,Branch Leader;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",,,Salesforce
11204883,Inactive Investor,Alain Espinar Lluch,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,aespinar-lluch@primerica.com,,Salesforce
11230798,Inactive Investor,Alec Wycoff,,LPL Financial LLC Auburn Hills MI 2701 Cambridge Ct,,,Salesforce
10862849,Inactive Investor,Craig Felhandler,Financial Advisor,"Cadaret, Grant & Co., Inc. Farmington MI 32000 Northwestern Hwy",,,Salesforce
11195907,Inactive Investor,Jason Capolarello,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",jason.capolarello@bofa.com,,Salesforce
11036019,Inactive Investor,Oksana Arakelyan,,J.P. Morgan Securities LLC Valencia CA 24000 Valencia Blvd,oksana.arakelyan@chase.com,,Salesforce
10785326,Inactive Investor,Jennifer Riek,,Fidelity Brokerage Services LLC,jennifer.riek@fmr.com,,Salesforce
11162742,Inactive Investor,Andrew Horton,Financial Advisor,"Wells Fargo Clearing Services, LLC Twin Falls ID 1303 Addison Ave E",andrew.p.horton@wellsfargo.com,,Salesforce
340943,,Paige Salthouse,Director Of Business Development,"Archford Capital Strategies, Llc",p.salthouse@archfordcapital.com,618-416-7085,Manual List Upload
10785475,Inactive Investor,Thomas Smith,Client Associate;Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",thomas.smith@wellsfargo.com,,Salesforce
244429,,Jeannette Spaulding,CEO,Inveniam Asset Management,jspaulding@inveniam.io,,Manual List Upload
9639938,,Ali Al Saleem,,,info@asasholding.ae,,List import
9572455,,Thomas Coyle,,,thomas.coyle@pointstate.com,,List import
11235242,Inactive Investor,Charles Scavone,Director - Investments,Oak Harvest Investment Services,charles@oakharvestfg.com,,Salesforce
11017625,Inactive Investor,John Mele,Associate Vice President;Family Wealth Advisor;Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,john.mele.jr@morganstanley.com,,Salesforce
11218346,,Serena Fred,,,serena.fred@jpmorgan.com,,List Import
10486663,,Tyler Klosinski,Financial Advisor,"Wells Fargo Clearing Services, LLC",tyler.klosinski@wellsfargoadvisors.com,,List Import
10897341,Inactive Investor,Katrina Yun-Nikolac,Financial Advisor,Edward Jones Palo Alto CA 165 University Ave,katrina.calinisan@edwardjones.com,,Salesforce
11183753,Inactive Investor,E. Brian Mosallam,,"Cadaret, Grant & Co., Inc. Franklin MI 32600 Telegraph Rd",,,Salesforce
10863609,Inactive Investor,Sean Joyce,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11111251,Inactive Investor,Hongchang Yang,,J.P. Morgan Securities LLC Flushing NY 4042 Main St,hui.yang@chase.com,,Salesforce
10866821,Inactive Investor,Thomas Pfeiffer,,Park Avenue Securities LLC,thomas_pfeiffer@glic.com,,Salesforce
10828447,Inactive Investor,Mark Cahill,Financial Advisor,Edward Jones Nevada IA 1128 6th St,mark.cahill@edwardjones.com,,Salesforce
11144279,Inactive Investor,Brent Barker,Financial Advisor,LPL Financial LLC Wichita KS 8202 E 21st St N,brent.barker@lpl.com,,Salesforce
11079261,Inactive Investor,Angela Oprici,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",angela.oprici@equitable.com,,Salesforce
11146400,Inactive Investor,Eileen Huynh,,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",eileen.huynh@tfaconnect.com,,Salesforce
9628968,,Kib -,,,kibshorey@windstream.net,,List import
11047094,Inactive Investor,Stephanie Morley,Client Associate,"Wells Fargo Clearing Services, LLC Johnstown PA 140 Pasquerilla Plz",stephanie.morley@wellsfargoadvisors.com,,Salesforce
11142561,Inactive Investor,Julia Seydlitz Falchi,Executive Financial Services Director;Financial Advisor;First Vice President,Morgan Stanley San Mateo CA 411 Borel Ave,julia.falchi@morganstanley.com,,Salesforce
10859930,Inactive Investor,Stephen Joyner,Financial Planner,Integrated Wealth Concepts LLC Glastonbury CT 115 Glastonbury Blvd,stephen.joyner@ifpadvisor.com,,Salesforce
9609933,,Alex Holland,,,investor.alex12345@gmail.com,,List import
10885816,Inactive Investor,Matthew Goward,Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,matthew.goward@ubs.com,,Salesforce
11000909,Inactive Investor,Thomas Treadwell,Financial Analyst,Brennan Capital Management LLC Brooklyn NY Private Residence,,,Salesforce
10851155,Inactive Investor,Justin Dorris,,"Raymond James Financial Services, Inc. Mount Juliet TN 1476 N Mount Juliet Rd",justin.dorris@raymondjames.com,,Salesforce
11098590,Inactive Investor,George Cleland,District Leader,PFS Investments Inc. Valdosta GA 509 N Patterson St,gcleland@primerica.com,,Salesforce
11047635,Inactive Investor,Jamie Powell,Compliance Officer;Owner,"Capital Advisory Services, LLC",jpowell@capadvisor.net,,Salesforce
10965339,Inactive Investor,David Echevarria,,"Allstate Financial Services, LLC Hattiesburg MS 1950 Lincoln Rd",dechevarria@allstate.com,,Salesforce
11044774,Inactive Investor,John Moretz,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,john.moretz.m2gn@statefarm.com,,Salesforce
9644944,,Sam Kronenberg,,,sam.kronenberg@gmail.com,,List import
9598785,,Rustey Emmet,,,remmet@vancestreetcapital.com,,List import
10797162,Inactive Investor,Monique Thacker,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,monique.n.thacker@us.hsbc.com,,Salesforce
11092640,Inactive Investor,Alexander Tarkowski,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",alexander.tarkowski@equitable.com,,Salesforce
11154055,Inactive Investor,Jeffery Overstreet,Financial Advisor,Edward Jones Wasilla AK 1301 S Seward Meridian Pkwy,jeff.overstreet@edwardjones.com,,Salesforce
10770175,Inactive Investor,Christopher Baker,Financial Advisor,Edward Jones Baton Rouge LA 14330 Wax Rd,chris.baker@edwardjones.com,,Salesforce
10814596,Inactive Investor,Matthew Hotary,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
11005221,Inactive Investor,Alec Nielsen,Relationship Banker,"Wells Fargo Clearing Services, LLC Logan UT 575 E 1400 N",,,Salesforce
10931034,Inactive Investor,Joshua Monaco,,LPL Financial LLC San Diego CA 4707 Executive Dr,joshua.monaco@lpl.com,,Salesforce
10932161,Inactive Investor,Jonathan Conover,Regional Vice President,PFS Investments Inc. Reading PA 200 Spring Ridge Dr,jconover@primerica.com,,Salesforce
9605731,,Patrick Schneeman,,,pschneeman@bhz.com,,List import
9577887,,Anthony Shattuck,,,aashattuck@gmail.com,,List import
10858386,Inactive Investor,Robert Derosa,,"Allstate Financial Services, LLC Keene NH 266 Main St",robertderosa@allstate.com,,Salesforce
11083018,Inactive Investor,Thomas Morse,,Vanguard Marketing Corporation,thomas_morse@vanguard.com,,Salesforce
9541691,,Michael McAleenan,,,mcaleenan.m@gmail.com,,List import
11187872,Inactive Investor,Scott Hoffman,,LPL Financial LLC Bettendorf IA 2123 53rd Ave,scott.hoffman@jpmorgan.com,,Salesforce
10880862,Inactive Investor,David Searles,,"Raymond James Financial Services, Inc. Pompano Beach FL 101 N Riverside Dr",david.searles@raymondjames.com,,Salesforce
10836282,Inactive Investor,Cameron Scott,,"Raymond James Financial Services, Inc. Lake City FL 4641 W US Hwy 90",cameron.scott@raymondjames.com,,Salesforce
11148147,Inactive Investor,Sol Gindi,Board of Managers;Head - Wells Fargo Advisors,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
240958,,Matt Murphy,"VP, ARK Product Specialist",[Unknown],matt.murphy@resolutemanagers.com,,Event
9566031,,Lydia Hiesterman,,,lydia.hiesterman@thrivent.com,,List import
10942810,Inactive Investor,Wade Davis,,"Cambridge Investment Research, Inc. Vancouver WA 1321 Officers Row",,,Salesforce
10772384,Inactive Investor,Philip Burger,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,philip.burger@morganstanley.com,,Salesforce
10893381,Inactive Investor,Joanna Burzynska,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,joanna.burzynska@fidelity.com,,Salesforce
10876862,Inactive Investor,Jennifer Newton,Financial Advisor,Edward Jones Bardstown KY 202 W Stephen Foster Ave,jennifer.newton@edwardjones.com,,Salesforce
11014590,Inactive Investor,Yu Li Ni,,"Raymond James & Associates, Inc.",,,Salesforce
10755219,Inactive Investor,Jennifer Cardoza,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",jennifer_cardoza@ml.com,,Salesforce
11040193,Inactive Investor,Laura Bentz,Chief Compliance Officer;Fixed Income Manager,Weik Capital Management,lnovak@weikinvest.com,,Salesforce
10657153,,Roberto D'Orazi,,,rdorazi@williamblair.com,,List Import
11223326,,Catherine Cuthbert,,,catherine@cuthbertfinancial.com,,List Import
10870138,Inactive Investor,David Thiele,Financial Advisor,"Osaic Wealth, Inc. Bend OR 19785 Village Office Ct",,,Salesforce
10929076,Inactive Investor,Jamie Richardson,,"Cambridge Investment Research, Inc. Fort Mill SC 2752 Pleasant Rd",,,Salesforce
10929774,Inactive Investor,Christian Reimer,,"Ascensus Broker Dealer Services, LLC",creimer@upromise.com,,Salesforce
11004831,Inactive Investor,Harold Lim,,J.P. Morgan Securities LLC San Francisco CA 188 Spear St,harold.lim@jpmorgan.com,,Salesforce
11204940,Inactive Investor,Victoria Giusto,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11128134,Inactive Investor,Paul Christodoulou,Investment Advisor,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,pchristodoulou@primerica.com,,Salesforce
11173527,Inactive Investor,Erin Azambuja,,LPL Financial LLC Belmar NJ 1821 State Rte 71,erin.azambuja@lpl.com,,Salesforce
11219623,,Mark Scott,,,mark.scott@ceterafs.com,,Other
371323,,Jack Rosa,,Emigrant Bank,rosaj@emigrant.com,2128594789,Website
10903405,Inactive Investor,Molly Higgins,Financial Advisor,Morgan Stanley Colchester VT 105 W View Rd,,,Salesforce
9540704,,Robert Davis,,,rdavismd@rdheritage.com,,List Import
9566396,,Trevor Forsyth,,,trevor.forsyth@elliptic.co,,List import
11068722,Inactive Investor,Stewart Lee,,State Farm VP Management Corp. Warrior AL 102 Main St N,,,Salesforce
234398,, -,,[[Unknown]],lapitanenrico@gmail.com,,
211423,,Theresa Paraschac,GR,DTCC,tpagliocca@dtcc.com,,Content
105833,,lopa uakam,,KMG Sports UK Limited,kafiuddin@gmail.com,(077) 109-6096,Paid Social
10835766,Inactive Investor,Timothy Hamilton,,Commonwealth Financial Network Monroe NC 1805 Williams Rd,thamilton@commonwealth.com,,Salesforce
77989,,Brian McBride,Assistant Vice President,The Huntington Investment Company,brian.mcbride@huntington.com,800-543-7517,
205650,,Doug Razzano,,[Unknown],dougr@scaleoutpartners.com,,Organic Search
6955136,,Charles G Smith,,,vdvkvubec@eurokool.com,,Web Form Fillout
11149291,Inactive Investor,Cal Hollis,,Lincoln Investment Fayetteville AR 2458 E Joyce Blvd,chollis@lincolninvestment.com,,Salesforce
9564473,,Michael Hubbert,,,mhubbert@cweil.com,,List import
10978779,Inactive Investor,Robert Ruggiero,,J.P. Morgan Securities LLC Croton on Hudson NY 2003 Albany Post Rd,robert.ruggiero@jpmorgan.com,,Salesforce
10912161,Inactive Investor,Jeffrey Katz,,Cetera Advisor Networks LLC Brookfield CT Private Residence,katzj@ceteranetworks.com,,Salesforce
9619978,,Robert Gresham,,,bob@thegreshamgroup.com,,List import
10442015,,jason coker,,,jecexperice925@company.com,8037208217,Web Form Fillout
10777458,Inactive Investor,James Foliano,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",,,Salesforce
11150300,Inactive Investor,Jacob Paltzer,Wealth Consultant,LPL Financial LLC Bend OR 404 SW Columbia St,jake@jakepaltzer.com,,Salesforce
11147868,Inactive Investor,Andrew Barkley,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Rocky River OH 1259 Smith Ct",andrew.barkley@ampf.com,,Salesforce
11066804,Inactive Investor,Emily Wilcher,Financial Advisor;Tax Advisor,"Frazier Financial Advisors, LLC",ewilcher@frazierfinancial.com,,Salesforce
10614727,,Kenneth Levene,"Financial Advisor, Senior Vice President",,kenneth.levene@morganstanley.com,,List Import
11082746,Inactive Investor,Hunter Ward,,Fidelity Brokerage Services LLC,,,Salesforce
372047,,Lisa Stampp,,United States,lisa.stampp@me.com,,Salesforce
9563725,,Kathryne Stuempert,,,stuempert_kathryne@nlvmail.com,,List import
373449,,Fred lee,,[Unknown],fl0819@gmail.com,,source
10758747,Inactive Investor,Robert Adair,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,robert.adair@fidelity.com,,Salesforce
10752525,Inactive Investor,Paul Grambsch,Vice President - Wealth Management,"Raymond James & Associates, Inc. Bethesda MD 7501 Wisconsin Ave",paul.grambsch@raymondjames.com,,Salesforce
10858133,Inactive Investor,Ryan Verdery,Managing Director,LPL Financial LLC Apex NC 209 W Chatham St,ryan.verdery@lpl.com,,Salesforce
10868496,Inactive Investor,Kaben Nimtz,Regional Vice President,"Northwestern Mutual Investment Services, LLC",kabennimtz@northwesternmutual.com,,Salesforce
372253,,Catherine Catherine,,[Unknown],catherine.catherine@armaninollp.com,2133347255,Salesforce
10615994,,Geoffrey Coons,,,geoff.coons@lpl.com,,List Import
11057771,Inactive Investor,Michael Robbins,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",michael.robbins@ampf.com,,Salesforce
10771903,Inactive Investor,Randall Skaggs,,"Wells Fargo Clearing Services, LLC Festus MO Private Residence",randall.w.skaggs@wellsfargo.com,,Salesforce
10946592,Inactive Investor,Fabian Banapoor,,"Truist Investment Services, Inc. Melbourne FL 8226 N Wickham Rd",fabian.banapoor@truist.com,,Salesforce
10803758,Inactive Investor,David Drotar,,"Wells Fargo Advisors Financial Network, LLC Los Gatos CA 270 E Main St",,,Salesforce
9565510,,Galina Grove,,,galyagrove@yahoo.com,,List import
10826823,Inactive Investor,Scott Blankman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,scott.blankman@ubs.com,,Salesforce
10781041,Inactive Investor,Shawn Crosgrove,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,shawn.crosgrove@fidelity.com,,Salesforce
11056801,Inactive Investor,Duane Hederich,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,duane.hederich@fidelity.com,,Salesforce
10994349,Inactive Investor,Tyler Johns,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10899770,Inactive Investor,Gary Wardein,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",gary.wardein@raymondjames.com,,Salesforce
11106736,Inactive Investor,Mark Tracy,Chief Financial Officer,"KM Capital Management, Ltd.",mtracy@kmcapitalmgt.com,,Salesforce
11024023,Inactive Investor,Shad Reynolds,,"MML Investors Services, LLC Atlanta GA 7000 Peachtree Dunwoody Rd",sreynolds@massmutual.com,,Salesforce
10856036,Inactive Investor,Jason Bowling,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,jwbowling@ft.newyorklife.com,,Salesforce
9569535,,Matthew Stichnoth,,,mstichnoth@secondcurve.com,,List import
9646287,,daniel pritchard,,,dmp21966@gmail.com,,List import
10982906,Inactive Investor,Javier Moreno,,"Wells Fargo Clearing Services, LLC Temecula CA 27555 Ynez Rd",javier.moreno@wellsfargoadvisors.com,,Salesforce
10912235,Inactive Investor,Matthew Vest,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florence AL 301 N Seminary St",matthew.vest@ml.com,,Salesforce
10869567,Inactive Investor,Rosilene Petry,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,rosilene.petry@safra.com,,Salesforce
11200987,Inactive Investor,Claudio Gambin Neto,Chief Executive Officer;Financial Advisor;Managing Member;President,GFG Solutions,claudio@gfgsolutions.com,,Salesforce
10994558,Inactive Investor,Cyrus Raso,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11096678,Inactive Investor,Ronald Litteral,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
8835719,,Mehmet Y?ld?r?m,,,memetdarical@gmail.com,,Web Form Fillout
9609241,,Keith Dubauskas,,,keithdubauskas@gmail.com,,List import
11144968,Inactive Investor,Joseph Busch,Executive Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley Austin TX 301 Congress Ave,joseph.busch@morganstanley.com,,Salesforce
9598716,,Bethany Vandermeid,,,bethany.vandermeid@merceradvisors.com,,List import
11110657,Inactive Investor,Shaun Moore,Vice President;Wealth Advisor,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
10857008,Inactive Investor,William Wilson,Financial Advisor,"Ameriprise Financial Services, LLC North Little Rock AR 2716 Lakewood Village Pl",doug.wilson@ampf.com,,Salesforce
9594678,,Mark Kiesel,,,mark.kiesel@pimco.com,,List import
9564520,,Sam Jones,,,shjjr2@verizon.net,,List import
10887882,Inactive Investor,Robert Olson,,"Kestra Investment Services, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
10958130,Inactive Investor,Kaylyn Van Meter,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,kaylynvanmeter.team@fidelity.com,,Salesforce
9589556,,jose marcano,,,jose.marcano@cox.net,,List import
11235235,Inactive Investor,Austen Hawkey,Investment Advisor,"First Oak Wealth Management, LLC",,,Salesforce
10832296,Inactive Investor,James Maddux,,"Raymond James Financial Services, Inc. Nashville TN 10 Burton Hills Blvd",,,Salesforce
11115450,Inactive Investor,Robert Eisenberg,Financial Planner,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",rob.eisenberg@lfg.com,,Salesforce
4684863,,Feng qingyang,,,chaincapital139@gmail.com,13239897788,Web Form Fillout
11019843,Inactive Investor,Jett County,,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",jett.m.county@nm.com,,Salesforce
373994,,Farhad Darand,,[Unknown],farhad6731@gmail.com,,source
11174369,Inactive Investor,Emily Guglielmo,Associate Wealth Planner;Planning Associate,William Blair,eguglielmo@williamblair.com,,Salesforce
350382,,Yoonie Jeon,Overseas Alternative Investment | Private Fund,[Unknown],yooniejeon@kyobo.com, +82 2 721 3167,Database Upload
10868540,Inactive Investor,Hannah Pilla,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,hannah.pilla@fmr.com,,Salesforce
9544569,,Matthew Osborn,,,matt@kovacksecurities.com,,List import
10618288,,Taylor dePenaloza,,,taylor.smith@ubs.com,,List Import
5466100,,tik des,,,yvxcsynsibnhgt@karenkey.com,,Web Form Fillout
11013392,Inactive Investor,Khina Bastola,,PFS Investments Inc. Reynoldsburg OH 1608 Lancaster Ave,kbastola@primerica.com,,Salesforce
10972023,Inactive Investor,Trevor Anderson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11076787,Inactive Investor,Chris Holcomb,,"Vicus Capital, Inc. Columbia MD 8850 Columbia 100 Pkwy",,,Salesforce
341237,,Anthony Cirello,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",acirello@chadlersolutions.com,732-595-2200,Manual List Upload
11167556,Inactive Investor,David Panko,,"American Portfolios Financial Services, Inc. State College PA Private Residence",dpanko@americanportfolios.com,,Salesforce
11101162,Inactive Investor,Ryan Schoendorf,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,ryan.schoendorf@fidelity.com,,Salesforce
10831995,Inactive Investor,Edward Eng,,Goldman Sachs & Co. Boston MA 125 High St,edward.eng@gs.com,,Salesforce
10835843,Inactive Investor,Neil Goodwin,Financial Advisor,Edward Jones Troy IL 189 E US Hwy 40,neil.goodwin@edwardjones.com,,Salesforce
10967912,Inactive Investor,Brendan White,,Fidelity Brokerage Services LLC,,,Salesforce
10904404,Inactive Investor,Chase Vuicich,Financial Advisor,Edward Jones Lovington NM 111 S Main Ave,chase.vuicich@edwardjones.com,,Salesforce
10892485,Inactive Investor,Samuel Cione,Chief Compliance Officer;President,Integrity Wealth Management,samuel.cione@iwmfl.com,,Salesforce
10821267,Inactive Investor,Jesse Goldberg,Client Relationship Manager,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",jesse.a.goldberg@ampf.com,,Salesforce
11179524,Inactive Investor,Harry Matheny,,State Farm VP Management Corp. Carmi IL 122 E Main St,,,Salesforce
11151668,Inactive Investor,Ryan Cooney,,"The Benchmark Company, LLC",rcooney@benchmarkcompany.com,,Salesforce
10954443,Inactive Investor,Kariyah Ward,Financial Advisor,Edward Jones Atlanta GA 6000 Lake Forrest Dr,,,Salesforce
227827,, -,,[[Unknown]],bartman1386@protonmail.com,,Organic Search
11017935,Inactive Investor,Todd Chatham,,"Chatham Investment Counsel, LLC",,,Salesforce
11071446,Inactive Investor,Adam Sifuentes,,LPL Financial LLC Dallas TX 5005 Lyndon B Johnson Fwy,asifuentes@cnssecurities.com,,Salesforce
374351,,Jeff Markewich,,[Unknown],jeff@createclarity.com,719-357-7747,Salesforce
10901371,Inactive Investor,Scott Ueckert,Director - Wealth Management;Regional Leader;Wealth Advisor,"The Mather Group, LLC",s.ueckert@themathergroup.com,,Salesforce
10794367,Inactive Investor,David Miyazaki,Portfolio Manager;Senior Vice President,Confluence Investment Management LLC,dmiyazaki@confluenceim.com,,Salesforce
209043,,chris fahey,,[Unknown],irish14@aol.com,,Organic Search
11147784,Inactive Investor,Robert Knutzen,,"Wells Fargo Clearing Services, LLC Irving TX 1050 Market Place Blvd",,,Salesforce
10839820,Inactive Investor,Rodriquez Gaskin,Regional Vice President,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,rodriguez.gaskin@primerica.com,,Salesforce
10927212,Inactive Investor,Christopher Parker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9598383,,Ali Guzel,,,zuex@hotmail.co.uk,,List import
8480855,,terry niedfeldt,,thrivent,terry.niedfeldt@thrivent.com,,List Import
185734,,Alan Stephenson,,United Planners' Financial Services of America A Limited Partner,ahstephenson@unitedplanners.com,318-324-8410,
10660015,,Poonam Trivedi,,,poonam.a.trivedi@jpmorgan.com,,List Import
10798278,Inactive Investor,Debra Murphy,,Wedbush Securities Inc.,debra.murphy@wedbush.com,,Salesforce
10896525,Inactive Investor,Monica Luxem,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",monica.luxem@ampf.com,,Salesforce
11073147,Inactive Investor,Maxwell Shapiro,Financial Advisor,Householder Group Estate & Retirement Specialists Lancaster CA 963 W Avenue J,mshapiro@householdergroup.com,,Salesforce
10790049,Inactive Investor,Darrel Strickler,Financial Advisor,Edward Jones Mansfield OH 1069 Lexington Ave,darrel.strickler@edwardjones.com,,Salesforce
11201594,Inactive Investor,Debora Dinehart,,"Raymond James Financial Services, Inc. Lake Oswego OR 5885 Meadows Rd",debora.dinehart@raymondjames.com,,Salesforce
11024358,Inactive Investor,Kathleen Buzalsky,,State Farm VP Management Corp. Clackamas OR 10151 SE Sunnyside Rd,,,Salesforce
11068469,Inactive Investor,Grant Saari,,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",,,Salesforce
10889859,Inactive Investor,Melissa Hobbs-Misic,,"Farmers Financial Solutions, LLC Overland Park KS 10870 Benson Dr",mmisic@farmersagent.com,,Salesforce
9607270,,Martin Williamson,,,love4jill@yahoo.com,,List import
11156494,Inactive Investor,Jeffrey Annas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",jeffrey.annas@ml.com,,Salesforce
11093973,Inactive Investor,Eric Johnson,Financial Advisor;Trading Specialist,"Ameriprise Financial Services, LLC Southport CT 2507 Post Rd",eric.d.johnson@ampf.com,,Salesforce
9559688,,Martin Bowser,,,mbowser2@gmail.com,,List import
344766,,Corbin Thomas,,"Mcdermott Investment Advisors, Llc",cthomas@mcdermottadvisors.com,239-298-5263,Manual List Upload
220981,,Mantrra Kansra,,[Unknown],mukrash.sim@gmail.com,,Organic Search
49679,,Marc Hauser,Sales Consultant,Thrivent Investment Management Inc.,marc.hauser@thrivent.com,612-844-7208,
11135594,Inactive Investor,Henry Strong,,"The Leaders Group, Inc.",,,Salesforce
9606918,,Gary Delfino,,,gary@garydelfinoconsulting.com,,List import
10789900,Inactive Investor,James Jones,Managing Director - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Midland TX 1700 W Wall St,james.a.jones@ubs.com,,Salesforce
11058056,Inactive Investor,Karen Lyn Manuharan,,Morgan Stanley Pasadena CA 55 S Lake Ave,,,Salesforce
10987590,Inactive Investor,Kathleen OConnor,,Clearwater Capital Partners,,,Salesforce
11050432,Inactive Investor,Christopher Petrik,Advisor;Managing Partner,"JRS Investments and Wealth Preservation, LLC San Juan Capistrano CA 30921 Via Ultimo",,,Salesforce
11148981,Inactive Investor,Dylan Cabral,,"Wells Fargo Clearing Services, LLC Gardena CA 1221 W Redondo Beach Blvd",,,Salesforce
11145114,Inactive Investor,Robert Scherzer,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Morganville NJ 500 Campus Dr",robert.scherzer@wellsfargoadvisors.com,,Salesforce
344041,,Rick Pfeifer,Senior Portfolio Manager,Fund Advisors Of America Inc,rpfeifer@fundadvisorsofamerica.com,407-667-4729,Manual List Upload
10921145,Inactive Investor,Fawna Coons,,"FBL Marketing Services, LLC Columbus KS 200 E Pine St",fawna.coons@fbfs.com,,Salesforce
11009345,Inactive Investor,Julia Bryant,,"Farmers Financial Solutions, LLC Littleton CO 549 W Highlands Ranch Pkwy",jbryant1@farmersagent.com,,Salesforce
11113090,Inactive Investor,Jonathan Thomas,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
11004354,Inactive Investor,Kemberly Castillo Salazar,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,kcastillo-salazar@primerica.com,,Salesforce
10876601,Inactive Investor,Wei Qi Chia,,Citigroup Global Markets Inc.,,,Salesforce
11033282,Inactive Investor,John Hansen,,LPL Financial LLC Cedar Rapids IA 2720 1st Ave NE,,,Salesforce
10788803,Inactive Investor,Kimberly Lohden,,"Raymond James & Associates, Inc. Largo FL 2401 W Bay Dr",kimberly.lohden@raymondjames.com,,Salesforce
11081470,Inactive Investor,Patricia Munilla,,Vanguard Marketing Corporation,patricia_munilla@vanguard.com,,Salesforce
11061704,Inactive Investor,Chantelle Ohlsen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10826549,Inactive Investor,Denise Donahue,Senior Registered Associate,"Raymond James & Associates, Inc. Mount Laurel NJ 1015 Briggs Rd",denise.donahue@raymondjames.com,,Salesforce
10966356,Inactive Investor,William Bianculli,Financial Advisor,"Equity Services, Inc. Roseland NJ 103 Eisenhower Pkwy",wbianculli@nlvmail.com,,Salesforce
9541201,,Smile Yolo,,,beholdbebold@gmail.com,,List import
10910070,Inactive Investor,Stephanie Fuller,,LPL Financial LLC Itasca IL 550 E Devon Ave,stephanie.smrz@lpl.com,,Salesforce
374264,,Leon Lieber,,none,leonlieber@gmail.com,5303457505,Google Ad
11138643,Inactive Investor,Don Morgan,Branch Manager,LPL Financial LLC Spokane WA 2610 N Pines Rd,donald.morgan@independentwealthconnections.com,,Salesforce
10870436,Inactive Investor,Janice Massey,,PFS Investments Inc. New Concord OH 110 Rix Mills Rd,janice.massey@primerica.com,,Salesforce
11040045,Inactive Investor,Kenneth Johnson,Executive Director,Morgan Stanley Boston MA 28 State St,kenneth.a2.johnson@morganstanley.com,,Salesforce
10994242,Inactive Investor,Jessica Sanzone,Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",jessica.shane@equitable.com,,Salesforce
11123925,Inactive Investor,Ze Lu Ju,,J.P. Morgan Securities LLC Walnut CA 300 N Lemon Ave,,,Salesforce
208864,,Elena Barakhova,Ceo,Glaze Diamonds,lena.barakhova@icloud.com,,
10956188,Inactive Investor,Natasha Lamb,Chief Investment Officer;Managing Member;Managing Partner,"Arjuna Capital, LLC Manchester MA 13 Elm St",nlamb@arjuna-capital.com,,Salesforce
11010984,Inactive Investor,Marvin White,,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,,,Salesforce
9592888,,Michelle Borelli,,,michelle.borelli@vancleefinc.com,,List import
10830136,Inactive Investor,Brian Budge,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",brian.budge@nm.com,,Salesforce
11149627,Inactive Investor,Alexander Womack,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",alexander.womack@schwab.com,,Salesforce
11114208,Inactive Investor,Paul Desruisseaux,Financial Advisor,Edward Jones Darien IL 2628 83rd St,paul.desruisseaux@edwardjones.com,,Salesforce
233685,, -,,[[Unknown]],3385519@gmail.com,,
152874,,Fong Jek Gan,,[Unknown],fongjek@jcmvc.com,,Organic Search
11145356,Inactive Investor,Michelle Buenrostro,Investment Officer;Vice President,"Wells Fargo Advisors Financial Network, LLC San Antonio TX 434 N Loop 1604 W",micki.buenrostro@wellsfargoadvisors.com,,Salesforce
11191735,Inactive Investor,Lisa McGrath,,"Cambridge Investment Research, Inc. Amana IA 4304 220th Trl",,,Salesforce
10872160,Inactive Investor,Elizabeth Spiller,,&Partners Saint Louis MO 7701 Forsyth Blvd,,,Salesforce
10830701,Inactive Investor,Michael Sherman,,NYLIFE Securities LLC Greeley CO Private Residence,mtsherman@ft.newyorklife.com,,Salesforce
10986274,Inactive Investor,Mark Leclair,,"Farmers Financial Solutions, LLC Plano TX 710 E Park Blvd",mleclair1@farmersagent.com,,Salesforce
95050,,Tom Zidar,"Manager, Chairman, CEO",Wintrust Investments,tzidar@whummer.com,312-431-1700,Manual List Upload
10758388,Inactive Investor,Bruce Kohls,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,bruce.kohls@fidelity.com,,Salesforce
11027167,Inactive Investor,Robert Normandin,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 302 Riverway Pl",rob.normandin@ampf.com,,Salesforce
10937897,Inactive Investor,Lawrence Baetens,,Innovation Partners LLC,lbaetens@innovationpartnersllc.com,,Salesforce
11082302,Inactive Investor,Kevin Shank,,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,kevin.shank@primerica.com,,Salesforce
8480512,,Pash Hu,,Seven Sigma Capital,pashhurra@proton.me,,List Import
10845665,Inactive Investor,Robert Barbiero,,NYLIFE Securities LLC Morganville NJ 49 Georgian Bay Dr,rbarbiero@ft.newyorklife.com,,Salesforce
9563840,,Yicheng Peng,,,alexpeng0401@gmail.com,,List import
9596884,,Thomas Cymer,,,tcymer@opulenfg.com,,List import
349246,,Jeffrey Skornia,Financial Advisor,Krilogy,jskornia@krilogy.com,314-884-2800,Manual List Upload
9623633,,Michael Bouchier,,,michaelbouchier7@gmail.com,,List import
10925393,Inactive Investor,David Thompson,Member,"Thompson Capital Management, LLC",,,Salesforce
334634,,Marilyn Marecek,,Miller Howard Investments Inc,marilyn@mhinvest.com,845-679-9166,Manual List Upload
11013462,Inactive Investor,Michael Henry,Financial Advisor,Edward Jones Troy OH 1208 Archer Dr,michael.henry@edwardjones.com,,Salesforce
9610185,,hasan kürkçü,,,hasankurkcu17@hotmail.com,,List import
10955598,Inactive Investor,Harkaran Talwar,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative,"Soina Financial Group, LLC",,,Salesforce
10819705,Inactive Investor,Spencer Mock,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",spencer.mock@ml.com,,Salesforce
10895482,Inactive Investor,John Gustafson,Chief Compliance Officer;Managing Member;President,"Palmetto Wealth Management, LLC",john@palmettowm.com,,Salesforce
11131555,Inactive Investor,William Cornelius,Financial Advisor,Edward Jones Reno NV 1885 S Arlington Ave,william.cornelius@edwardjones.com,,Salesforce
10917706,Inactive Investor,Mark Purcell,,"Principal Securities, Inc.",,,Salesforce
9610089,,Marcus Wedner,,,mwedner@civc.com,,List import
9565158,,James Brennan,,,jbrennan@royalaa.com,,List import
10487842,,Russell Coleman,"Chief Compliance Officer, Investment Consultant, President, Principal",Coleman Investment Counsel,russell.f.coleman@gmail.com,,List Import
9631010,,Matt Garufi,,,masahirox2011@yahoo.com,,List import
11172738,Inactive Investor,Patrick Wahl,Financial Advisor,Edward Jones Helena MT 750 W Custer Ave,ben.wahl@edwardjones.com,,Salesforce
11204417,Inactive Investor,Christopher Palmer,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Benson Avenue Capital, LLC Sarasota FL 1680 Fruitville Rd",,,Salesforce
10753982,Inactive Investor,Thomas Barnicle,,Cetera Financial Specialists LLC Palatine IL 1 E Northwest Hwy,thomas.barnicle@ceterafs.com,,Salesforce
11029720,Inactive Investor,Beau Wilson,,"American Fidelity Securities, Inc.",beau.wilson@af-group.com,,Salesforce
10845428,Inactive Investor,Jessica Kienle,Relationship Manager,"Charles Schwab & Co., Inc. West Chester PA Private Residence",,,Salesforce
11136756,Inactive Investor,Byron Sherman,,"Avantax Investment Services, Inc. Daphne AL Private Residence",,,Salesforce
10870136,Inactive Investor,Thieu Pham,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",thieu.pham@transamerica.com,,Salesforce
10779186,Inactive Investor,Dennis Lehman,,"Osaic Wealth, Inc. Beachwood OH 200 Park Ave",,,Salesforce
336519,,Mark Asquith,"Member, Fund Manager",Somerset Capital Management Llp,mark@somersetcm.com,442-072-591300,Manual List Upload
10931300,Inactive Investor,Melissa Naylor,,"Cambridge Investment Research, Inc. Mesa AZ 3707 E Southern Ave",,,Salesforce
10842193,Inactive Investor,Jennifer Howe,,Morgan Stanley Sandy UT 200 W Civic Center Dr,jennifer.howe@morganstanley.com,,Salesforce
10765883,Inactive Investor,Joshua McBroom,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",joshua.mcbroom@ml.com,,Salesforce
225718,, -,,[[Unknown]],hrusty@gmail.com,,Initial Salesforce Import
9592714,,Maura Schauss,,,mauraschauss@washingtonwealthadv.com,,List import
10833083,Inactive Investor,Dennis Lee,Chief Compliance Officer;Registered Options Principal,"Wilmington Capital Securities, LLC",dlee@wilmingtoncap.com,,Salesforce
10922712,Inactive Investor,Lorie Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11079619,Inactive Investor,Paris Jackson,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",paris.jackson@nm.com,,Salesforce
10879680,Inactive Investor,Chandler Riggs,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,chandler.riggs@fidelity.com,,Salesforce
11164997,Inactive Investor,Gregory Hall,Financial Advisor,"Wells Fargo Clearing Services, LLC Oklahoma City OK 211 N Robinson Ave",greg.hall@wellsfargoadvisors.com,,Salesforce
10884251,Inactive Investor,Brian Upton,,"Raymond James Financial Services, Inc. Chillicothe MO 891 Fairway Dr",brian.upton@raymondjames.com,,Salesforce
9547684,,Austin Toomey,"Financial Advisor, Vice President",,austin@toomeyinvest.com,,List import
10858148,Inactive Investor,Kevin Linsey,Financial Advisor,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,kevin_linsey@glic.com,,Salesforce
11134791,Inactive Investor,Zachary Shelton,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10612277,,Matthew Mcguirk,"Director - Investments, Financial Advisor",,matthew.mcguirk@opco.com,,List Import
11034715,Inactive Investor,Glenn Slifker,,"Allstate Financial Services, LLC Apex NC 412 E Williams St",glennslifker@allstate.com,,Salesforce
11081684,Inactive Investor,Jamie Losito,Partner,"Canopy 360 Wealth, LLC",jlosito@canopy360.com,,Salesforce
11169942,Inactive Investor,Angela Celso-Mc Gurk,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC West Harrison NY 2 Westchester Park Dr",angela.m.celso@ampf.com,,Salesforce
11217531,,Blake Bergstrom,,,blake.bergstrom@ampf.com,,Other
9625156,,Vincent Kock,,,vk412b@gmail.com,,List import
11026257,Inactive Investor,Jani Martinez,Financial Advisor,Morgan Stanley Lincoln NE 1248 O St,jani.martinez@morganstanley.com,,Salesforce
10769713,Inactive Investor,Leonard Fischman,Financial Advisor,Edward Jones Georgetown TX 100 River Hills Dr,len.fischman@edwardjones.com,,Salesforce
11009933,Inactive Investor,Darrell Stoner,,"Geneos Wealth Management, Inc. Erie PA 410 Cranberry St",,,Salesforce
11171672,Inactive Investor,Kurt Box,Partner;Principal;Regulatory Contact,The Advocates,kurt@youradvocates.com,,Salesforce
11106665,Inactive Investor,Tyler Epakchi,Client Service Associate;Investment Analyst,Morgan Stanley Jericho NY 2 Jericho Plz,tyler.epakchi@morganstanley.com,,Salesforce
11020294,Inactive Investor,Silvia De Luna,,PFS Investments Inc. San Antonio TX 6100 Bandera Rd,sdeluna@primerica.com,,Salesforce
11163879,Inactive Investor,Cameron Loomis,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",cameron.loomis@tiaa.org,,Salesforce
9617360,,Steven Barry,,,steve.barry@gs.com,,List import
10842284,Inactive Investor,Albert Milano,Financial Consultant,"Equitable Advisors, LLC Melville NY Private Residence",albert.milano@equitable.com,,Salesforce
11128998,Inactive Investor,Benjamin Forgrave,,"CFD Investments, Inc. Newark OH 23 Forry St",,,Salesforce
11116002,Inactive Investor,Tanner Goldsmith,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10618804,,Richard Glomb,,,richard.glomb@morganstanley.com,,List Import
333138,,Jeff Demaso,,Adviser Investments,jdemaso@adviserinvestments.com,617-321-2200,Database Upload
11231834,Inactive Investor,Robert Evjen,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,,,Salesforce
10902131,Inactive Investor,Jennifer Brescher,,J.P. Morgan Securities LLC Houma LA 1402 Saint Charles St,jennifer.m.brescher@jpmorgan.com,,Salesforce
9629015,,Joe Buttram,,,joe.buttram@gmail.com,,List import
10837334,Inactive Investor,Sheridan Major,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",sherry.major@schwab.com,,Salesforce
10765016,Inactive Investor,Nancy Cash,,"Thoroughbred Financial Services, LLC",ncash@thoroughbredfinancial.com,,Salesforce
10901233,Inactive Investor,Heather Clark,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,heather.oltz@ubs.com,,Salesforce
10963775,Inactive Investor,Alexander Torshizi,,LPL Financial LLC Daly City CA 321 Gellert Blvd,alexander.torshizi@lpl.com,,Salesforce
198344,,Bill Dinner,,Tradewise LLC,bdinner@yahoo.com,(917) 623-0634,
9591801,,Chad Williams,,,chadwilliams@gmail.com,,List import
49946,,Richard Smith,,Lincoln Financial Advisors Corporation,richard.smithjr@lfg.com,800-237-3813,
10940320,Inactive Investor,Benjamin Van Order,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",benjamin.vanorder@nm.com,,Salesforce
11126631,Inactive Investor,Reed Sloat,,"Steward Partners Investment Solutions, LLC Chesapeake VA 1214 Progressive Dr",,,Salesforce
10768749,Inactive Investor,Martin Reza,Financial Advisor,"Osaic FS, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
10909422,Inactive Investor,Timothy Sallade,Chief Investment Officer;Regulatory Contact,"Lake Tahoe Wealth Management, Inc.",,,Salesforce
11217722,,Eric Putney,,,eric.putney@lpl.com,,List Import
11238056,Inactive Investor,MARIA CORTES,,Vanguard Marketing Corporation,maria_cortes@vanguard.com,,Salesforce
10856016,Inactive Investor,Michael Goin,,Middlegate Securities Inc.,,,Salesforce
120257,,Jeremy Keil,,"Thrivent Advisor Network, LLC",jeremy.keil@thrivent.com,262-333-8353,
10893398,Inactive Investor,Chad Winowich,,J.P. Morgan Securities LLC New York NY 277 Park Ave,chad.j.winowich@jpmorgan.com,,Salesforce
10965309,Inactive Investor,Robert Mckinney,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,robertmckinney@primerica.com,,Salesforce
9605149,,Timothy Reading,,,treading@veritablelp.com,,List import
65387,,Gregory Viscovich,Chief Compliance Officer,"Wall Street Access Asset Management, LLC",gregory.viscovich@wsaccess.com,212-709-9459,
11118960,Inactive Investor,Jennifer Nunez,,J.P. Morgan Securities LLC Los Angeles CA 1435 E Gage Ave,jennifer.nunez@jpmorgan.com,,Salesforce
10816308,Inactive Investor,Zach Bryant,,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",,,Salesforce
10877619,Inactive Investor,Jacob Skoll,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 6585 N Decatur Blvd",jacob.skoll@wellsfargoadvisors.com,,Salesforce
11013621,Inactive Investor,Jon Bordeau,,"N.I.S. Financial Services, Inc.",,,Salesforce
10840354,Inactive Investor,Michelle Schulz,Financial Associate,Thrivent Investment Management Inc. Bloomington IL Private Residence,michelle.schulz@thrivent.com,,Salesforce
10869672,Inactive Investor,Leonard Fernandez,Executive Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Nashville TN 3102 West End Ave,,,Salesforce
10959359,Inactive Investor,Summi Sardana,,"Pruco Securities, LLC. Iselin NJ 1536 Oak Tree Rd",summi.kumar@prudential.com,,Salesforce
10762551,Inactive Investor,Jake Sodeman,Account Vice President;Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,jake.sodeman@ubs.com,,Salesforce
10973371,Inactive Investor,Judith Coelho,,PFS Investments Inc. Bronx NY 2114 Williamsbridge Rd,jcoelho@primerica.com,,Salesforce
9635053,,Gerry Means,,,gmeans@ponderco.com,,List import
10881692,Inactive Investor,Andria Lamay,Regional Vice President,PFS Investments Inc. Milton PA 55 Patton Dr,andria.lamay@primerica.com,,Salesforce
11144250,Inactive Investor,Geoffrey Gembala,National Sales Director,PFS Investments Inc. Overland Park KS 8500 W 110th St,geoffrey.gembala@primerica.com,,Salesforce
11091113,Inactive Investor,Abdul Ar-Rushdi,Financial Advisor,"Wells Fargo Clearing Services, LLC Brevard NC 114 Asheville Hwy",kareem.arrushdi@wellsfargo.com,,Salesforce
338529,,Warren Clemans,General Counsel And Secretary,Silver Creek Advisory Partners Llc,warren@silvercreekcap.com,206-774-6000,Manual List Upload
10943839,Inactive Investor,Neetu Singh,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10926242,Inactive Investor,Brian Cameron,,"Hazard & Siegel, Inc. Nanuet NY 55 Old Turnpike Rd",bcameron@hazardsiegel.com,,Salesforce
11006258,Inactive Investor,Michael Green,,State Farm VP Management Corp. Hamilton MO 100 W Berry St,,,Salesforce
11102537,Inactive Investor,Kelli Holliefield,,LPL Financial LLC Plano TX 5717 Legacy Dr,kelli.holliefield@lpl.com,,Salesforce
9545150,,Moshe Jonss,,,moshejones13@gmail.com,,List import
11063072,Inactive Investor,Alyssa Sanger-Hodgson,Owner,Shonan Gold Financial LLC,,,Salesforce
11072760,Inactive Investor,Michael Marshall,,Lincoln Investment Norwell MA 52 Accord Park Dr,mmarshall@lincolninvestment.com,,Salesforce
11135612,Inactive Investor,Derrick Schmucker,Regional Leader,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,derrick.schmucker@primerica.com,,Salesforce
10613158,,Adrian Block,Financial Advisor,,adrian.block@equitable.com,,List Import
10903334,Inactive Investor,Justin Previte,,"MML Investors Services, LLC Marshfield MA 20 Congress St",,,Salesforce
10820784,Inactive Investor,Bernadette Gapusan-Neuschwanger,,"RBC Capital Markets, LLC Los Angeles CA 555 S Flower St",bernadette.gapusan@rbc.com,,Salesforce
10884089,Inactive Investor,Matthew Johnson,Financial Advisor;Investment Advisor,Marathon Financial Advisors San Jose CA 38 N Almaden Blvd,,,Salesforce
11173430,Inactive Investor,Scott Jones,Financial Professional,LPL Financial LLC Tullahoma TN 301 N Jackson St,scott.jones@lpl.com,,Salesforce
10833140,Inactive Investor,Brent Peterson,Financial Advisor;Portfolio Manager;Vice President,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,blpeterson@dadco.com,,Salesforce
10920433,Inactive Investor,Ryan Halling,Financial Advisor,Edward Jones Weston MO 527 Main St,ryan.halling@edwardjones.com,,Salesforce
11220532,,Zachary Auxter,,,zach.auxter@plantemoran.com,,Other
10787731,Inactive Investor,Ann Lynch,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9550823,,Jaime Villa,,,jvilla@financialguide.com,,List import
11195667,Inactive Investor,Stephen Halstead,,"Bankers Life Securities, Inc. Richmond VA 10800 Midlothian Tpke",stephen.halstead@bankerslife.com,,Salesforce
11078979,Inactive Investor,Caleb Mcnulty,,"Hoopoe Capital Markets, LLC",caleb@hoopoeadvisors.com,,Salesforce
9581213,,Amanda Liscio,,,amanda.wymard@valic.com,,List import
10930901,Inactive Investor,Gary Ellis,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,gary.ellis@lpl.com,,Salesforce
9543334,,Brian Guernsey,,,crnabrian@bellsouth.net,,List import
10879532,Inactive Investor,Gary Lemons,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,gary.lemons@fidelity.com,,Salesforce
9568517,,Cheree Simpson,,,csimpsonllc@gmail.com,,List import
9641152,,Kathleen Reeves,,,kathleeninalaska@gmail.com,,List import
233274,, -,,[[Unknown]],bublittrell@gmail.com,,Paid Search
9601276,,Timothy Mortellite,,,tim@timothycharlesfinancial.com,,List import
11031001,Inactive Investor,Duy Truong,,"Transamerica Financial Advisors, Inc Dallas TX 13111 N Central Expy",duy.truong@transamerica.com,,Salesforce
205635,,Clifford Brott,Chairman Emeritus,Capital Ideas,cjbrott@capitalideasadvisors.com,214-750-4400,Manual List Upload
11035458,Inactive Investor,James Scott,,J.P. Morgan Securities LLC Gilbert AZ 802 N Gilbert Rd,james.scott@jpmorgan.com,,Salesforce
11077594,Inactive Investor,Paul Dorsey,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington TX 4220 W Green Oaks Blvd",paul.dorsey@ml.com,,Salesforce
9570296,,David Jackson,,,jackson_david@nlvmail.com,,List import
10756702,Inactive Investor,Courtney Turner,Financial Advisor;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",courtney_turner@ml.com,,Salesforce
11182929,Inactive Investor,Gage Hammann,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10847471,Inactive Investor,Adam McDonald,Owner;Principal,Fox Hill Wealth Management,,,Salesforce
11197708,Inactive Investor,Andrew Skinner,Financial Advisor,Edward Jones Liberal KS 16 E 2nd St,andrew.skinner@edwardjones.com,,Salesforce
11129960,Inactive Investor,Michelle Hu,,Cetera Advisors LLC Sunnyvale CA 1294 Kifer Rd,,,Salesforce
10799299,Inactive Investor,Phyllis Spears,,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,phyllis.spears@morganstanley.com,,Salesforce
9634268,,Jimmy Keener,,,kandkinsurance@ctc.net,,List import
11206889,Inactive Investor,Blake Dandurand,Financial Advisor,LPL Financial LLC Fargo ND 500 2nd Ave N,blake.dandurand@lpl.com,,Salesforce
9566411,,Scott Smith,,,ssmith@ladenburg.com,,List import
10934816,Inactive Investor,Robert Treichler,Financial Advisor,Edward Jones Gurnee IL 4231 Grove Ave,robert.treichler@edwardjones.com,,Salesforce
11072766,Inactive Investor,Emil Seyidov,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11220186,,Michael Mancivalano,,,michael.mancivalano@empower.com,,Other
200279,,Nicholas Imperius,,[Unknown],nimperius200@gmail.com,,source
11012953,Inactive Investor,Christopher Deale,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,ctdeale@ft.newyorklife.com,,Salesforce
1003950,Inactive Investor,Ajay Keshri,,Ajay Keshri,akeshri01@gmail.com,,source
11178403,Inactive Investor,Marqese Lewis,,J.P. Morgan Securities LLC Fishkill NY 15 Merritt Blvd,marqese.d.lewis@chase.com,,Salesforce
10915785,Inactive Investor,Shawn Ehrhardt,Financial Advisor,"Osaic Wealth, Inc. Jefferson City MO 4908 Rte C",,,Salesforce
9622140,,Stacey Alvarez,,,stace.alvarez@gmail.com,,List import
11039314,Inactive Investor,Chris Sapp,,"Allstate Financial Services, LLC Texas City TX 2709 Palmer Hwy",chrissapp@allstate.com,,Salesforce
10876529,Inactive Investor,Michael Griffin,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Ambler PA Private Residence",michael.griffin@equitable.com,,Salesforce
11181655,Inactive Investor,Christopher Fogarty,,Cetera Advisors LLC Peabody MA 9 Centennial Dr,c.fogarty@ceteraadvisors.com,,Salesforce
351563,,Erica Trivisonno,Office Manager,"New Century Advisors, Llc",etriv@ncfg.com,240-395-0550,Manual List Upload
11203528,Inactive Investor,Kendall Lovett,,Cetera Advisors LLC Woodway TX 16100 Badger Ranch Blvd,kendall.lovett@ceteraadvisors.com,,Salesforce
11066162,Inactive Investor,Timothy Bubar,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
10989695,Inactive Investor,John Ross,Preferred Relationship Manager,"Fifth Third Securities, Inc. Dewitt MI 13007 S US Hwy 27",john.ross@53.com,,Salesforce
10790451,Inactive Investor,Richard Schweitzer,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",richard.schweitzer@wellsfargoadvisors.com,,Salesforce
9570342,,Seth Manoff,,,seth.manoff@surveyor-capital.com,,List import
11059071,Inactive Investor,Gregg Jehl,,LPL Financial LLC Fort Wayne IN 6209 Constitution Dr,gregg.jehl@lpl.com,,Salesforce
11181327,Inactive Investor,Justin May,,LPL Financial LLC Sandersville GA 129 W Haynes St,justin.may@lpl.com,,Salesforce
11076981,Inactive Investor,Larry Lundberg,,"Moreton Capital Markets, LLC",larry@moretoncm.com,,Salesforce
11156781,Inactive Investor,Kyle Grayson,,LPL Financial LLC Fishers IN 9865 E 116th St,kyle.grayson@lpl.com,,Salesforce
10818835,Inactive Investor,Urszula Dabrowski,,Vanguard Marketing Corporation,urszula_dabrowski@vanguard.com,,Salesforce
9615488,,Jose Miguel Perez Gomez,,,eltriunfomining@gmail.com,,List import
11046530,Inactive Investor,Rouzbeh Pouroushasb,,J.P. Morgan Securities LLC Culver City CA 10706 Jefferson Blvd,rouzbeh.pouroushasb@jpmorgan.com,,Salesforce
10987207,Inactive Investor,Lisa Malone,,"Osaic Wealth, Inc. Baxter TN Private Residence",,,Salesforce
11072220,Inactive Investor,Julie Pritchett,,"Ameriprise Financial Services, LLC Longview TX 911 W Loop 281",julie.m.pritchett@ampf.com,,Salesforce
9644741,,Chris Sae-Hau,,,chris.sae-hau@point72.com,,List import
9564605,,Michael Grinnell,,,michael.grinnell@lfg.com,,List import
229697,, -,,[[Unknown]],leiagadeken@gmail.com,,Organic Search
11135745,Inactive Investor,Gabrielle Grilo,,Fidelity Brokerage Services LLC Warwick RI Private Residence,,,Salesforce
11191391,Inactive Investor,Michael Puckett,Chief Investment Officer;Regulatory Contact,"Resolute Wealth Strategies, LLC",michael@theresoluteadvisor.com,,Salesforce
10791845,Inactive Investor,Guy Heald,Financial Advisor;Global Sports and Entertainment Director;Portfolio Manager;Vice President,Morgan Stanley Boston MA 28 State St,brooke.heald@morganstanley.com,,Salesforce
10752352,Inactive Investor,Cynthia Magner,Financial Advisor,"Ameriprise Financial Services, LLC Concord NH 188 N Main St",cynthia.g.magner@ampf.com,,Salesforce
10771937,Inactive Investor,Michael Gaffney,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",michael.g.gaffney@ml.com,,Salesforce
10904915,Inactive Investor,Daniel Overcash,,Chelsea Financial Services Jamestown NY 2 E 2nd St,,,Salesforce
11006453,Inactive Investor,Elizabeth Beall,,Cetera Advisor Networks LLC Saint Joseph MI 505 Pleasant St,elizabeth.beall@ceterawealth.com,,Salesforce
11014120,Inactive Investor,Chi Wai Poon,,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,,,Salesforce
11020454,Inactive Investor,Emily Bowen,,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",,,Salesforce
11223314,,Heidi Yoshida,,,hyoshida@oakadvisors.net,,List Import
11154567,Inactive Investor,Patricia Arrocha,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,patricia.arrocha.lnp2@statefarm.com,,Salesforce
11111085,Inactive Investor,Matthew Royer,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10952956,Inactive Investor,Misael Garcia,,J.P. Morgan Securities LLC Houston TX 600 Travis St,misael.garcia@jpmorgan.com,,Salesforce
11059603,Inactive Investor,Felix Mandato,,Vanguard Marketing Corporation,,,Salesforce
11114058,Inactive Investor,Shannon Deal,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",shannon.deal@tiaa.org,,Salesforce
11076632,Inactive Investor,Erin Shawkey,Financial Advisor,Edward Jones Watkins Glen NY 211 N Franklin St,erin.thaete@edwardjones.com,,Salesforce
10872277,Inactive Investor,Lucy Coyle,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,lucy.coyle@lpl.com,,Salesforce
10820798,Inactive Investor,Allen Smith,Financial Advisor;Systems Specialist,"MML Investors Services, LLC New London CT 3 Shaws Cv",,,Salesforce
343557,,Chris Nadler,Investment Advisor Representative,"Whitcomb & Hess, Inc.",cnadler@whitcomb.com,419-289-7007,Manual List Upload
9619490,,ARAYAN KUMMAR SHARMA,,,kumar.arayan@gmail.com,,List import
10947380,Inactive Investor,Mitchel Brennan,Senior Consultant,Burgess Chambers & Associates Inc,mbrennan@burgesschambers.com,,Salesforce
11109704,Inactive Investor,Karen Burke,,LPL Financial LLC Boca Raton FL Private Residence,karen.burke@lpl.com,,Salesforce
11096052,Inactive Investor,Grace Lau,Co-President;Managing Principal,Benefit Financial Services Group Phoenix AZ 1643 E Bethany Home Rd,gracel@bfsg.com,,Salesforce
11107144,Inactive Investor,Douglas Bleecker,Financial Advisor,"Ameriprise Financial Services, LLC Troutville VA 51 Coaling Rd",douglas.bleecker@ampf.com,,Salesforce
11068690,Inactive Investor,Chad Willardson,Chief Compliance Officer;Founder;President,Pacific Capital,chad@pacificcapital.com,,Salesforce
10780032,Inactive Investor,Frank Maltais,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,frank.maltais@fidelity.com,,Salesforce
9608905,,Frank Peru,,,frankyperu@gmail.com,,List import
9562453,,Sebastian Menacho,,,sebastianmenachou94@gmail.com,,List import
9608642,,Dave Thomas,,,dave-thomas1@live.com,,List import
11138847,Inactive Investor,Kari Ruchti,,Morgan Stanley Houston TX 845 Texas St,,,Salesforce
11167985,Inactive Investor,Daniel Villamagna,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,daniel.villamagna@fidelity.com,,Salesforce
9575126,,William Haak,,,whaak@financialguide.com,,List import
10769324,Inactive Investor,Fremont Knittle,Portfolio Manager;Vice President,"Harbor Investment Advisory, LLC",mknittle@harborllc.com,,Salesforce
231493,,dimitri constant -,,dimitri constant [[Unknown]],constant@bu.edu,,Direct
11026743,Inactive Investor,Mary Conover,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
11036873,Inactive Investor,Roger Jost,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,roger.jost@primerica.com,,Salesforce
10857251,Inactive Investor,Deborah Spittler,Financial Advisor,Edward Jones Nederland TX 204 N 27th St,debbie.spittler@edwardjones.com,,Salesforce
238934,,Azaad Khatri,,United States,azaadkhatri@aol.com,,
9584609,,Andrew Stroer,,,andrew.stroer@suntrust.com,,List import
10753465,Inactive Investor,Stephanie Ames,,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",stephanie.ames@raymondjames.com,,Salesforce
11145674,Inactive Investor,Jennifer Carroll,,Morgan Stanley Wayzata MN 445 Lake St E,jennifer.carroll@morganstanley.com,,Salesforce
9586643,,Patrick Cairns,,,pc@uniongrovevp.com,,List import
9646181,,Brent Keen,,,bkeen@kjharrison.com,,List import
153558,,Zach Dischner,,[Unknown],zach.dischner@gmail.com,,
9636484,,Jodie Howard,,,jhoward@pinecapital.com,,List import
9635086,,Josh Mastel,,,joshm@2020ia.com,,List import
10947946,Inactive Investor,Thomas Vitaletti,Financial Advisor,LPL Financial LLC Williamsburg VA 4139 Ironbound Rd,,,Salesforce
10661709,,Chad Strader,,,cstrader@redartscapital.com,,List Import
11043144,Inactive Investor,William Johnston,Relationship Manager,ISGAM US LLC,,,Salesforce
11025636,Inactive Investor,Christopher Dursi,Financial Advisor,LPL Financial LLC Brookfield CT 143 Federal Rd,christopher.dursi@lpl.com,,Salesforce
351892,,Gordon Runte,Managing Director,Graticule Asia Macro Advisors Llc,grunte@fortress.com,656-671-2500,Manual List Upload
11039132,Inactive Investor,Phillip Hodo,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,phillip.hodo@primerica.com,,Salesforce
10791192,Inactive Investor,Patricia Bessonen,Member;Partner,"Wilkins Miller Wealth Management, LLC",pbessonen@wilkinsmiller.com,,Salesforce
339141,,Jennifer Levy,"Retired Chief Financial Officer, partner","Rockwood Capital, Llc",jlevy@rockwoodcap.com,212-402-8500,Manual List Upload
10780103,Inactive Investor,Jia Chen,,Citigroup Global Markets Inc.,,,Salesforce
10950628,Inactive Investor,Donna Brown,,"Truist Investment Services, Inc.",donna.m.brown@truist.com,,Salesforce
11103158,Inactive Investor,Joseph Grant,,PFS Investments Inc. Hollywood FL 3349 N University Dr,joseph.grant@primerica.com,,Salesforce
11080574,Inactive Investor,Chad Book,Financial Consultant,"Charles Schwab & Co., Inc. Oklahoma City OK 13710 N Pennsylvania Ave",,,Salesforce
11142309,Inactive Investor,Maria Moller,Private Wealth Client Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",maria.moller@ml.com,,Salesforce
9607560,,Sei Park,,,seihyong@gmail.com,,List import
9638374,,Ion Yadigaroglu,,,ion.yadigaroglu@capricornllc.com,,List import
10937939,Inactive Investor,Tennie Lyons,,PFS Investments Inc. Houston TX 5615 Nw Central Dr,tennie.lyons@primerica.com,,Salesforce
10619929,,Fiorella Zoppi,,,flzoppi@covenanttrust.com,,List Import
10877207,Inactive Investor,Matthew Semelbauer,Financial Advisor,Edward Jones Portage MI 6784 S Westnedge Ave,matthew.semelbauer@edwardjones.com,,Salesforce
9593894,,Lisa Thuer,,,lthuer@carsoninstitutional.com,,List import
10928978,Inactive Investor,Bria Rayner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11234763,Inactive Investor,Jared Sweeney,Senior Wealth Advisor,"Mission Wealth Management, LP Walpole MA Private Residence",,,Salesforce
10856573,Inactive Investor,Sterne Akin,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
9566934,,Nick Auriemma,,,nauriemma@barnumfg.com,,List import
11100711,Inactive Investor,Christopher Delong,,"Raymond James Financial Services, Inc. Englewood CO 5299 DTC Blvd",chris.delong@raymondjames.com,,Salesforce
9573069,,Maria Popa,,,mpopa@financialguide.com,,List import
11078152,Inactive Investor,Nicole Klan,,J.P. Morgan Securities LLC Englewood FL 11 N Indiana Ave,nicole.klan@chase.com,,Salesforce
11126675,Inactive Investor,Charles Morrongiello,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",charles.morrongiello@nm.com,,Salesforce
10836095,Inactive Investor,Tracy Clanton,,"Sanctuary Securities, Inc. Slidell LA 2054 Gause Blvd E",tclanton@sanctuarywealth.com,,Salesforce
10604328,,Jeff Wong,FINANCIAL ADVISOR,Northwestern Mutual Wealth Management Company,jeff.y.wong@nm.com,14157336705,List Import
11220386,,Anthony Badillo,,,abadillo@edelmanfinancialengines.com,,Other
339330,,William Jameson,Chairman,"Wj Interests, Llc",wj@wjwealth.com,281-634-9400,Manual List Upload
10508254,,Laura Morrison,,,lvmorrison1@gmail.com,,List Import
9604249,,B H,,,bruceh138@gmail.com,,List import
10505173,,Kalman Chany,President,Campus Consultants Inc.,kal@campusconsultants.com,2128618806,List Import
11163549,Inactive Investor,Anthony Cicero,,Vanguard Marketing Corporation,anthony_cicero@vanguard.com,,Salesforce
11139571,Inactive Investor,Lynette Twedt,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,lynette.twedt@fidelity.com,,Salesforce
10760103,Inactive Investor,Janet Curzon,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",janet_curzon@ml.com,,Salesforce
10860619,Inactive Investor,Kurtis Frogale,Financial Advisor,Edward Jones Springfield VA 6369 Rolling Mill Pl,kurt.frogale@edwardjones.com,,Salesforce
9588218,,Thomas Twombly,,,twombly@lsggroup.com,,List import
10984851,Inactive Investor,Jacob Lang,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jacob_lang@vanguard.com,,Salesforce
10943398,Inactive Investor,Donald Dalton,,"SCF Securities, Inc. Duxbury MA Private Residence",,,Salesforce
10835674,Inactive Investor,Clarence Bannowsky,Financial Advisor,"Wells Fargo Clearing Services, LLC Riverside CA 3880 Lemon St",cjames.bannowsky@wellsfargoadvisors.com,,Salesforce
10967622,Inactive Investor,Ismael Macias,Investment Consultant,"Charles Schwab & Co., Inc. Sunnyvale CA 438 E El Camino Real",,,Salesforce
9586224,,Richard Prozzo,,,rprozzo@davidsonwealthmgmt.com,,List import
11120760,Inactive Investor,Austin Woody,Financial Advisor,Edward Jones Ooltewah TN 5958 Snow Hill Rd,austin.woody@edwardjones.com,,Salesforce
6143382,,panha buya,,,hogega7123@v3dev.com,,Web Form Fillout
10864798,Inactive Investor,Jonathan Tan,,Goldman Sachs & Co.,,,Salesforce
350573,,Davis Hostetter,Vice President,"Halifax Investment Management, L.l.c.",dhostetter@thehalifaxgroup.com,202-530-8300,Manual List Upload
9574956,,Donna Schuette,,,donna.schuette@pnc.com,,List import
11156851,Inactive Investor,Mark Reismeier,,LPL Financial LLC Altoona PA 1130 12th Ave,mark.reismeier@lpl.com,,Salesforce
11098147,Inactive Investor,Stephen Fortin,,"Cambridge Investment Research, Inc. Cincinnati OH 8044 Montgomery Rd",,,Salesforce
1005297,Inactive Investor,Sean Wasserman,"VP, Global Head of Index & Advisor Solutions",Nasdaq,sean.wasserman@nasdaq.com,,
9631183,,Matthew Tausch,,,matthewtausch@gmail.com,,List import
10851820,Inactive Investor,Verlin Hobbs,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",dion.hobbs@ml.com,,Salesforce
11012969,Inactive Investor,Brijesh Dadlani,Financial Advisor,"Equitable Advisors, LLC Franklin TN Private Residence",brijesh.dadlani@equitable.com,,Salesforce
11172615,Inactive Investor,Branden Misner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9620543,,Rishabh Hegde,,,rishabhhegde26@gmail.com,,List import
164946,,Chris Gilpin,,[Unknown],chrisgilpin@outlook.com,,Database Upload
10830279,Inactive Investor,Chase Gore,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",chase.gore@morgankeegan.com,,Salesforce
9589392,,Clay Carter,,,clay@bluewatersadvisorygroup.com,,List import
11077078,Inactive Investor,Bradley Green,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",b.green@raymondjames.com,,Salesforce
11067827,Inactive Investor,Theodore Kinkaid,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",tj.kinkaid@ml.com,,Salesforce
9546728,,Ryan Genzman,,,ryan.genzman@gr-financialgroup.com,,List import
10839305,Inactive Investor,Joshua Breen,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9590665,,Hardik Joshi,,,jhardik89@gmail.com,,List import
10895989,Inactive Investor,Shelby Sherrets,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11208244,Inactive Investor,Tara Hoff,Financial Advisor,UBS Financial Services Inc.,tara.hoff@ubs.com,,Salesforce
9590860,,John Fosina,,,jfosina@yorkcapital.com,,List import
11181172,Inactive Investor,Melissa Haskins,Financial Advisor,Edward Jones Valrico FL 1068 Bloomingdale Ave,melissa.haskins@edwardjones.com,,Salesforce
9556417,,Chelsea Laub,,,berry.chelsea@principal.com,,List import
10752707,Inactive Investor,Julio Almeyda,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",julio.almeyda@truist.com,,Salesforce
11187796,Inactive Investor,Jakob Bogojevich,Wealth Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jakob.bogojevich@tiaa.org,,Salesforce
10786290,Inactive Investor,Korinne Murphy,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,Oak Financial Group Inc,kori@oakfingroup.com,,Salesforce
10656053,,Joseph Doyle,,,jdoyle@savantcapital.com,,List import
11197120,Inactive Investor,Christopher Fisher,Managing Partner,LiveLife Capital Partners LLC,,,Salesforce
9564747,,Shannon Irwin,,,shannon.irwin@mybd.com,,List import
10895232,Inactive Investor,Paul Parsons,Investment Advisor Representative,Commonwealth Financial Network Dedham MA 980 Washington St,pparsons@commonwealth.com,,Salesforce
11163559,Inactive Investor,Ryan Martin,Associate Planner;Financial Advisor,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",,,Salesforce
11019728,Inactive Investor,Aysha Meyer,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
25547,,Scott Elliott,Portfolio Manager,Medallion Wealth Management Inc.,selliott@medallion-wealth.com,1-724-934-8600,Direct
10756775,Inactive Investor,Brendan Burke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",brendan.s.burke@ml.com,,Salesforce
10758984,Inactive Investor,Robert Lankin,Wealth Advisor,Morgan Stanley Doylestown PA 4259 W Swamp Rd,rob.lankin@morganstanley.com,,Salesforce
10942223,Inactive Investor,Andrew Dover,,"Ameritas Investment Company, LLC Brownstown PA 13 W Main St",andrew.dover@ameritas.com,,Salesforce
11184191,Inactive Investor,Daniel Plummer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",daniel.plummer@rbc.com,,Salesforce
11255226,Inactive Investor,Sean Pfeiffer,Investment Advisor Representative,"Boyce & Associates Wealth Consulting, Inc.",,,Salesforce
211134,,M.Ali Kucukk?nac?,,angel investor,mali27@hotmail.com, +90-549 337 2701,
9617563,,Douglas Grissom,,,dgrissom@mdcp.com,,List import
10646827,,Connor Jacobs,,,connor.jacobs@schwab.com,,List Import
11034639,Inactive Investor,Eunice Diabe,,PFS Investments Inc. Saint Paul MN 2277 Hwy 36 W,egalamue@primerica.com,,Salesforce
10902419,Inactive Investor,Jose Mejia,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11239212,Inactive Investor,Mario Benicky,,"Premier Wealth Management, LLC",mario.benicky@premiercir.net,,Salesforce
11047872,Inactive Investor,Philip Rogers,,LPL Financial LLC Lewisburg WV 1315 Jefferson St N,,,Salesforce
10941660,Inactive Investor,Randy Mcvay,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10841828,Inactive Investor,Thomas Urban,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,,,Salesforce
11201474,Inactive Investor,Henry Hodges,,PFS Investments Inc. Covina CA 320 W Badillo St,henry.hodges@primerica.com,,Salesforce
9581203,,Clifford Michaels,,,cliffordmichaels@conservativeadvice.com,,List import
11091564,Inactive Investor,Todd Reynolds,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,todd.reynolds@fidelity.com,,Salesforce
10888748,Inactive Investor,Ashby Price,,"Kestra Investment Services, LLC Henrico VA 2110 Ingleside Ave",,,Salesforce
10816622,Inactive Investor,Kapsun Enders,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,kenders@ft.newyorklife.com,,Salesforce
10896732,Inactive Investor,Jason Thompson,Financial Advisor,"Ameriprise Financial Services, LLC Florence SC 181 E Evans St",,,Salesforce
11186166,Inactive Investor,Landon Carter,,"Cambridge Investment Research, Inc. Buffalo MN Private Residence",,,Salesforce
9616168,,Bernard Keith,,,bernak3@nationwide.com,,List import
9603704,,Ashish Nair,,,quantamental@icloud.com,,List import
11092340,Inactive Investor,Timothy Hyland,Investment Advisor,"Hornor, Townsend & Kent, LLC Flemington NJ 361 State Rte 31",thyland@htk.com,,Salesforce
9573054,,Matt DiCicco,,,diciccom1@gmail.com,,List import
11155066,Inactive Investor,Debra Stein,,"Grove Point Investments, LLC Lake Mills WI 125 S Main St",dstein@hbeckinc.com,,Salesforce
9544031,,Tony Nguyen,,,tnguyen@seia.com,,List import
11098668,Inactive Investor,Erin Dooley,,Edward Jones Altavista VA 606 Broad St,erin.dooley@edwardjones.com,,Salesforce
10659833,,John Skaltsas,,,jtskaltsas@ft.newyorklife.com,,List Import
11150018,Inactive Investor,Mauria Emmons-Mohammed,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,memmonsmoham@ft.newyorklife.com,,Salesforce
233296,, -,,[Unknown],mackertj1@gmail.com,,
10950383,Inactive Investor,Kyle Criddle,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10842882,Inactive Investor,Gregory Gottlieb,Financial Advisor,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,gregory.gottlieb@ubs.com,,Salesforce
11094603,Inactive Investor,Robert Eisenberg,,"American Portfolios Financial Services, Inc. Fort Lauderdale FL 2409 N Atlantic Blvd",reisenberg@americanportfolios.com,,Salesforce
11048933,Inactive Investor,James Mahan,Manager;Managing Partner,"Live Oak Private Wealth, LLC",chip.mahan@liveoak.bank,,Salesforce
10919583,Inactive Investor,Eric Loaiza,,"The Leaders Group, Inc.",,,Salesforce
11220385,,Steven Colton,,,scolton@wcfinc.com,,Other
11010710,Inactive Investor,John Wysong,,"Mutual of Omaha Investor Services, Inc. Colorado Springs CO 8610 Explorer Dr",john.wysong@mutualofomaha.com,,Salesforce
336882,,Daniel Padilla,CCO,"Sb Advisory, Llc",dp@sanblassecurities.com,404-704-0406,Manual List Upload
352591,,Linda Vay,"Senior Vice President, Wealth Trust Advisor","Girard Advisory Services, Llc",lavayl@meetgirard.com,610-337-7640,Manual List Upload
10775012,Inactive Investor,Jennifer Drapp,,The Huntington Investment Company Fort Mitchell KY 211 Grandview Dr,jenny.drapp@huntington.com,,Salesforce
11118386,Inactive Investor,William Savary,,Abraham Securities Corporation,wsavary@abrahamco.com,,Salesforce
10758244,Inactive Investor,Peter Petruso,Financial Advisor,USA Financial Securities LLC Erie PA 2950 W 12th St,,,Salesforce
10832689,Inactive Investor,Theodore Swenson,,Cetera Advisor Networks LLC Arvada CO 7609 Grandview Ave,,,Salesforce
10832785,Inactive Investor,Raymond Beck,Financial Advisor;First Vice President,"Pinnacle Investments, LLC Philadelphia PA 1515 Market St",,,Salesforce
9625230,,cong wu,,,269411189@qq.com,,List import
10834385,Inactive Investor,Robert Smith,Financial Professional;Financial Services Professional,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",rmsmith@financialguide.com,,Salesforce
11220133,,Peter Abi-Nader,,,peter.abi-nader@allworthfinancial.com,,Other
104694,,Nathan Markalonis,,United States,nmarkalonis22@sbcglobal.net,,
11186225,Inactive Investor,Thomas Pool,Vice President,PFS Investments Inc. Colorado Springs CO 4740 Flintridge Dr,thomas.pool@primerica.com,,Salesforce
11084881,Inactive Investor,Margaret Tableriou,Financial Consultant,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",margaret.tableriou@wellsfargoadvisors.com,,Salesforce
9587768,,Charles Potter,,,chuck50@thesimplewealthsolution.com,,List import
9580754,,Angela Knutzen,,,knutzen@blue-rock.com,,List import
11143981,Inactive Investor,John Sterritt,,MWA Financial Services Inc. Concord NH 109 S State St,john.g.sterritt@mwarep.org,,Salesforce
11009171,Inactive Investor,Tiffany Floyd,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",tiffany.floyd@rbc.com,,Salesforce
9565093,,Meg Sheil-Puopolo,,,msheil-puopolo@verdence.com,,List import
10924417,Inactive Investor,Salina Lo,Financial Services Representative,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",slo@financialguide.com,,Salesforce
160754,,Quinton Mitchell,,[Unknown],quintonmitchell13@gmail.com,,Organic Search
9597026,,Andrew Sullivan,,,andbourn@gmail.com,,List import
10659811,,Matthew Anderson,,,andersonm@ceteranetworks.com,,List Import
11006815,Inactive Investor,Lauren Evans,,PFS Investments Inc. Knoxville TN 11424E Kingston Pike,levans@primerica.com,,Salesforce
11151147,Inactive Investor,Bennie Schmidt,Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 14274 N Northsight Blvd",bennie.schmidt@ampf.com,,Salesforce
11148837,Inactive Investor,Alejandro Lewin,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Woodland Hills CA 6355 Topanga Canyon Blvd",alejandro.g.lewin@ampf.com,,Salesforce
11109299,Inactive Investor,Nicole Prunier,,"Northwestern Mutual Investment Services, LLC Newburyport MA 102 State St",nicole.prunier@nm.com,,Salesforce
10918417,Inactive Investor,Michael Maye,Chief Compliance Officer;Owner;President,"MJM Financial Advisors, LLC",,,Salesforce
10918006,Inactive Investor,Garrett Warner,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",garrett.warner@nm.com,,Salesforce
11233218,Inactive Investor,Jacob Sandmann,,J.P. Morgan Securities LLC West Chester OH 7722 Cox Ln,,,Salesforce
10933989,Inactive Investor,Nathan Almlie,,State Farm VP Management Corp. Sparks NV 715 I St,nathan.almlie.miev@statefarm.com,,Salesforce
7225303,,yuth yuth,,,kememe6892@asoflex.com,,Web Form Fillout
9557083,,Gordon Chan,,,gordonchan111@gmail.com,,List import
9547945,,Chase Taylor,,,chase369ae@gmail.com,,List import
11182025,Inactive Investor,Kevin Jacobi,,"FBL Marketing Services, LLC Corydon IN 270 Federal Dr NW",,,Salesforce
11194243,Inactive Investor,Shaun Bharrat,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shaun.bharrat@tiaa.org,,Salesforce
11197524,Inactive Investor,Olivia Vazquez,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9594466,,Jeremy Raffer,,,jeremy.raffer@stewardpartners.com,,List import
10904549,Inactive Investor,Keith Kahaly,Client Service Associate,Morgan Stanley Boston MA 28 State St,keith.kahaly@morganstanley.com,,Salesforce
10763718,Inactive Investor,Michelle Rappa,Managing Director,Neuberger Berman BD LLC,michelle.rappa@nb.com,,Salesforce
10765414,Inactive Investor,Brent Fooks,,United Planners' Financial Services of America A Limited Partner Phoenix AZ 7210 N 16th St,,,Salesforce
9549343,,Timothy Denari,,,tdenari@centerbridge.com,,List import
9571105,,Joshua Garcia -,,,joshuagarcia743@gmail.com,,List import
11068893,Inactive Investor,Joseph Varamo,,"Truist Investment Services, Inc. Matthews NC 1321 Matthews Township Pkwy",jvaramo@truist.com,,Salesforce
11055112,Inactive Investor,David Beran,Advisory Board Member;Co-Founder,"Honeycomb Digital Investments, LLC Dallas TX 4600 Greenville Ave",david@honeycombdigital.io,,Salesforce
9608328,,Robert Murray,,,bmurrays@aol.com,,List import
10957593,Inactive Investor,Huawei Li,,"MML Investors Services, LLC Arcadia CA 1045 W Huntington Dr",huaweili@financialguide.com,,Salesforce
10806468,Inactive Investor,David Armstrong,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Flemington NJ 200 State Rte 31,david.s.armstrong@morganstanley.com,,Salesforce
11061395,Inactive Investor,Gretchen Robertson,,State Farm VP Management Corp. Okeechobee FL 309 NE 2nd St,gretchen.robertson.b91k@statefarm.com,,Salesforce
10780037,Inactive Investor,Chris Mancera,Investment Advisor;Private Wealth Banker,J.P. Morgan Securities LLC Evanston IL 909 Davis St,chris.b.mancera@jpmorgan.com,,Salesforce
230019,, -,,[[Unknown]],e_zhe@hotmail.com,,Organic Search
10863740,Inactive Investor,Emily Chan,Private Wealth Advisor,"Ameriprise Financial Services, LLC San Rafael CA 1005 A St",emily.chan@ampf.com,,Salesforce
9593096,,Michael Obi,,,obi2obi@hotmail.com,,List import
10847508,Inactive Investor,Kenneth Boyer,,Cetera Advisor Networks LLC Fort Collins CO 2580 E Harmony Rd,boyerk@ceteranetworks.com,,Salesforce
11153430,Inactive Investor,Tyler Burnette,,"United Brokerage Services, Inc Charleston WV 500 Virginia St E",,,Salesforce
10897868,Inactive Investor,Lauren Healey,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,lauren.healey@ubs.com,,Salesforce
11177059,Inactive Investor,Todd Kidder,,Cetera Advisor Networks LLC Englewood CO 16 Inverness Pl E,tkidder@ceteranetworks.com,,Salesforce
11090284,Inactive Investor,Curtis Ackerly,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,curtis_ackerly@vanguard.com,,Salesforce
10894977,Inactive Investor,Cynthia Nagel,Financial Advisor,LPL Financial LLC Albuquerque NM 8500 Menaul Blvd NE,cynthia.nagel@lpl.com,,Salesforce
10784053,Inactive Investor,Sean Collins,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
10770950,Inactive Investor,Robert Carter,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",gilbert.carter@ml.com,,Salesforce
39888,,Raymond Radikas,Financial Advisor,Johnson Brunetti,rradikas@johnsonbrunetti.com,860-372-4800,
10866588,Inactive Investor,John Cloar,Financial Advisor,Edward Jones Dyersburg TN 112 W Court St,john.cloar@edwardjones.com,,Salesforce
11105411,Inactive Investor,Sarah Browning,Financial Advisor,Edward Jones Washington IN 310 SE 21st St,sarah.browning@edwardjones.com,,Salesforce
245700,,Elizabeth Pritchard,,White Rock Data Solutions,elizabeth@whiterockdatasolutions.com,,Manual List Upload
10802359,Inactive Investor,Minh Ngo,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",minh.ngo@nm.com,,Salesforce
351023,,Dan Westlund,Advisor Product Support Specialist,"Buckingham Strategic Partners, Llc",dwestlund@bamadvisor.com,314-725-0455,Manual List Upload
223016,,Rick Van,,[Unknown],vanalmen3@yahoo.com,,
10489225,,Vernon Kim,"Associate Vice President - Investment Officer, Financial Advisor","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",vernon.kim@wellsfargoadvisors.com,972-712-4500,List Import
10767471,Inactive Investor,Pei Ooi,Financial Professional,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",penney.ooi@tfaconnect.com,,Salesforce
11223210,,Thomas Woodward,,,tom.woodward@umb.com,,List Import
10789107,Inactive Investor,George Lynas,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,blynas@ft.newyorklife.com,,Salesforce
63733,,Joseph Ridling,,"Transamerica Financial Advisors, Inc",joseph.ridling@transamerica.com,770-453-9300,
9563722,,Michael Weisz,,,michaelweiszcpa@yahoo.com,,List import
11125300,Inactive Investor,Carl Vallely,,"Allstate Financial Services, LLC Horseheads NY 2898 Westinghouse Rd",carlvallely@allstate.com,,Salesforce
11161137,Inactive Investor,Scott Seibert,Associate Director - Portfolio Management;Vice President,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,scott.seibert@morganstanley.com,,Salesforce
11131316,Inactive Investor,Logan Howery,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10779715,Inactive Investor,Emily Burr,,"Kestra Investment Services, LLC Southbury CT 555 Heritage Rd",,,Salesforce
11231503,Inactive Investor,Alexander Broughton,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",alexander.broughton@ml.com,,Salesforce
10856665,Inactive Investor,John Arons,Wealth Advisor,Thrivent Investment Management Inc. Bettendorf IA 884 Tanglefoot Ln,clark.arons@thrivent.com,,Salesforce
11233003,Inactive Investor,David Ibrahim,,"Prudential Annuities Distributors, Inc",david.ibrahim@prudential.com,,Salesforce
10785114,Inactive Investor,Jennifer Carranza,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",jennifer.carranza@ml.com,,Salesforce
11074079,Inactive Investor,Collin Pederson,,Oppenheimer & Co. Inc. Minneapolis MN 100 S 5th St,collin.pederson@opco.com,,Salesforce
10763821,Inactive Investor,Marcus Waterbury,Senior Vice President;Wealth Advisor,Morgan Stanley Minneapolis MN 225 S 6th St,marcus.waterbury@morganstanley.com,,Salesforce
347914,,Peter Sarner,,"National Asset Management, Inc.",psarner@nationalsecurities.com,561-981-1000,
10841810,Inactive Investor,Robert Sanzo,Financial Advisor,Morgan Stanley Boston MA 28 State St,robert.sanzo@morganstanley.com,,Salesforce
10489529,,Susana Rosello,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 5701 Legacy Dr",susana.rosello@ml.com,972-440-1473,List Import
11197429,Inactive Investor,James Edwards,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",james.edwards@bernstein.com,,Salesforce
10878443,Inactive Investor,William Stubenhofer,Financial Advisor,Edward Jones Garden City KS 411 N 6th St,tyler.stubenhofer@edwardjones.com,,Salesforce
10795739,Inactive Investor,Eric Wymore,Partner;Wealth Manager,The Wealth Consulting Group Leawood KS 6800 College Blvd,ewymore@wealthcg.com,,Salesforce
10947188,Inactive Investor,Bradley Dehamer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9623710,,Charles Dora,,,charles.l.dora@gmail.com,,List import
10921754,Inactive Investor,Voula Pope,,William Blair,vpope@williamblair.com,,Salesforce
10764980,Inactive Investor,Michael Cook,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",,,Salesforce
345959,,Duane Dorazio,Partner,"Conestoga Capital Advisors, Llc",ddorazio@conestogacapital.com,484-654-1380,Manual List Upload
11255181,Inactive Investor,Keith Feinberg,Chief Operating Officer;Wealth Strategist,Seven Mile Advisory LLC Garden City NY Private Residence,keith.feinberg@sevenmileadvisory.com,212-365-5562,Salesforce
342543,,Thomas Druelinger,Planning Associate,"Wny Asset Management, Llc",tom@spectrumwm.com,716-626-0060,Manual List Upload
75690,,Michael Hearn,"Founding Partner, Investment Officer","Genesee Capital Advisors, Llc",michael.hearn@geneseeadvisors.com,315-554-3020,Manual List Upload
9630526,,Daryl Spencer,,,darylspencer24@gmail.com,,List import
9568908,,Michael Rebischke,,,mike.rebischke@voyafa.com,,List import
10999748,Inactive Investor,Daniel Martinez,,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",,,Salesforce
11126482,Inactive Investor,Jason Minor,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",jason.j.minor@wellsfargo.com,,Salesforce
11092919,Inactive Investor,Marc Humann,,"Truist Investment Services, Inc. Rockingham NC 116 S Lee St",mhumann@truist.com,,Salesforce
230420,, -,,[[Unknown]],efstratiosvelonakis@30gmail.com,,
9569278,,Jayeis Sonill,,,jbsonill@aumcapital.com,,List import
10802538,Inactive Investor,Susan Kira,,UBS Financial Services Inc. Riverside CA 3390 University Ave,susan.kira@ubs.com,,Salesforce
11202281,Inactive Investor,Randel Elmore,,PFS Investments Inc. Owasso OK 14601 E 88th Pl N,randel.elmore@primerica.com,,Salesforce
10617775,,Kirk Ongman,,,kirk.ongman@ubs.com,,List Import
11113050,Inactive Investor,Jonathan Sterzer,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Salt Lake City UT 60 E South Temple,jonathan.d.sterzer@morganstanley.com,,Salesforce
11150906,Inactive Investor,David Thomas,,LPL Financial LLC Kokomo IN 3134 S Lafountain St,,,Salesforce
163640,,ian Van Oordt,,[Unknown],ian.vanoordt@recapital.pe,,Organic Search
10974117,Inactive Investor,Neal Maqboul,Financial Professional,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",neal.maqboul@equitable.com,,Salesforce
11112781,Inactive Investor,Joseph Fernandez,Investment Advisor Representative,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",fernandez.joseph@principal.com,,Salesforce
11066529,Inactive Investor,Jiajia Shen,,"Charles Schwab & Co., Inc. Arcadia CA 134 E Huntington Dr",rachel.shen@schwab.com,,Salesforce
10757129,Inactive Investor,Edward Purvis,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",edward.purvis@wellsfargoadvisors.com,,Salesforce
10840938,Inactive Investor,John Erickson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",john.erickson@ampf.com,,Salesforce
10619209,,Mary Schulte,,,mary.schulte@benjaminfedwards.com,,List Import
11039753,Inactive Investor,James Lowden,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,james.lowden@ubs.com,,Salesforce
9595870,,Mike Hong,,,hong7687@gmail.com,,List import
11182113,Inactive Investor,Ngone Samb,Member,"Timbuktu Capital Management, LLC Boston MA 17 Albemarle St",,,Salesforce
11040800,Inactive Investor,Laura Avila,,PFS Investments Inc. Mission Viejo CA 26050 Acero,lauraerica.avila@primerica.com,,Salesforce
11023336,Inactive Investor,Paul Pacheco,,"Avantax Investment Services, Inc. New Bedford MA 2796 Acushnet Ave",,,Salesforce
11210321,Inactive Investor,Myron Stayman,International Wealth Management Advisor;Managing Director;Senior Vice President - Investments,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",myron_stayman@ml.com,,Salesforce
11101193,Inactive Investor,Trevor Flota,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",trevor.r.flota@nm.com,,Salesforce
11016438,Inactive Investor,Brett Jergens,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
9625295,,Olga Nekrasova,,,olganek@gmail.com,,List import
10936212,Inactive Investor,Gregory Holmes,Investment Advisor,"Western International Securities, Inc. Los Angeles CA 12400 Wilshire Blvd",gholmes@wisdirect.com,,Salesforce
10846643,Inactive Investor,Linda Wich,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11026066,Inactive Investor,Jameson Cavanaugh,,LPL Financial LLC Wixom MI 49357 Pontiac Trl,jameson.cavanaugh@lpl.com,,Salesforce
9638821,,Ron Funderburk,,,ronald.funderburk@nctreasurer.com,,List import
11009971,Inactive Investor,William Burkhalter,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1817 Commons North Dr",william.burkhalter@ampf.com,,Salesforce
11069832,Inactive Investor,Jeremy Pollard,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9577070,,Mitsumasa Overstreet,,,mitsu.overstreet@gmail.com,,List import
9574441,,Paul Lindley,,,awesomepittbulls12@gmail.com,,List import
9606536,,Joe Brennan,,,jbrennan@cohencpa.com,,List import
11168994,Inactive Investor,Edgar Olvera,,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,eolvera@primerica.com,,Salesforce
10940916,Inactive Investor,Vartan Telian,Senior Vice President - Investments,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",vtelian@wisdirect.com,,Salesforce
11121898,Inactive Investor,Christopher Nolan,Financial Consultant,LPL Financial LLC Las Vegas NV 50 S Jones Blvd,christopher.nolan@lpl.com,,Salesforce
11123871,Inactive Investor,Christopher Barstow,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,christopher.barstow@lpl.com,,Salesforce
11222867,,Herbert Pease,,,dan.pease@marinerwealthadvisors.com,,List Import
10951327,Inactive Investor,Nicholas Holton,Financial Professional,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39533 Woodward Ave",,,Salesforce
11117964,Inactive Investor,Walter Randolph,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
10938068,Inactive Investor,Michael Smith,,Infinity Financial Services Austin TX 11824 Jollyville Rd,,,Salesforce
11080291,Inactive Investor,Eric Bonilla,,"Allstate Financial Services, LLC Warrington PA 1409 Easton Rd",ericbonilla@allstate.com,,Salesforce
11146621,Inactive Investor,Casey Sutton,Financial Planning Specialist;Wealth Management Associate,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,casey.sutton@morganstanley.com,,Salesforce
11013494,Inactive Investor,Joshua Mortenson,Senior Director,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",mortenson.josh@principal.com,,Salesforce
11132828,Inactive Investor,David Olson,,NYLIFE Securities LLC Helena MT Private Residence,dmolson@ft.newyorklife.com,,Salesforce
9574921,,Veda Narayanan,,,veda.narayanan@gmail.com,,List import
10970989,Inactive Investor,Patrick O'Donnell,Assistant Vice President,LPL Financial LLC,patrick.o-donnell@lpl.com,,Salesforce
9630831,,andrew macdonald,,,andrew_mac003@hotmail.com,,List import
9574504,,Ann Demirtjis,,,ann@polysign.io,,List import
9635687,,Joseph Sanfilippo,,,jsanfilippo@platinumlp.com,,List import
10776523,Inactive Investor,Wade Wilson,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",wade_wilson@ml.com,,Salesforce
9606482,,Jonathan S. Fenn,,,jf@ski.onmicrosoft.com,,List import
10921915,Inactive Investor,Marc Wilkins,Financial Advisor,Commonwealth Financial Network Beaver PA 362 3rd St,,,Salesforce
10942948,Inactive Investor,Dena Bennett,,Thrivent Investment Management Inc. New London WI 101 W Waupaca St,dena.bennett@thrivent.com,,Salesforce
11173678,Inactive Investor,Bridget Buthorn,,Jefferies LLC,bbuthorn@jefferies.com,,Salesforce
9559759,,Hal Brettmann,,,hal.brettmann@voyafa.com,,List import
11091054,Inactive Investor,James Gould,,"Crews & Associates, Inc.",jgould@crewsfs.com,,Salesforce
10474616,,Peter Schafer,,,peter.schafer@myfw.com,,Web Form Fillout
11236457,Inactive Investor,Timothy Flanagan,,IP Financial Advisory Services LLC Cumberland RI Private Residence,tflanagan@innovationpartnersllc.com,,Salesforce
9583267,,Steve Gott,,,sgott@uscallc.com,,List import
10926586,Inactive Investor,Delorian Malone,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11023182,Inactive Investor,Mary White,Senior Portfolio Manager;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Northport AL Private Residence",mary.m.white@wellsfargoadvisors.com,,Salesforce
11088728,Inactive Investor,Kimberly Kennedy,Financial Consultant,LPL Financial LLC Denver CO 4600 S Syracuse St,kim.kennedy@lpl.com,,Salesforce
9577856,,barry gross,,,bgross690@gmail.com,,List import
10939669,Inactive Investor,MaryFlayne Ricamonte,Premier Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 3624 Geary Blvd",,,Salesforce
11127684,Inactive Investor,Benjamin Schroeter,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,benjamin.schroeter@fidelity.com,,Salesforce
11087931,Inactive Investor,Angela Autuori,,J.P. Morgan Securities LLC Delray Beach FL 1755 S Federal Hwy,angela.autuori@chase.com,,Salesforce
11112278,Inactive Investor,Rachel Geringer,Client Associate,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
11148479,Inactive Investor,Rebecca Henson,,Intervest International Equities Corporation Sarasota FL Private Residence,,,Salesforce
11058752,Inactive Investor,Tara Labuda,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,tara.cruz@fidelity.com,,Salesforce
11167629,Inactive Investor,Aaron Menard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",aaron.menard@ml.com,,Salesforce
10907138,Inactive Investor,Crystal Giannoulis,,Cetera Advisors LLC Westborough MA 1800 W Park Dr,crystal.giannoulis@ceteraadvisors.com,,Salesforce
11181088,Inactive Investor,Kale Magness,,NYLIFE Securities LLC Texarkana AR 300 N State Line Ave,kdmagness@ft.newyorklife.com,,Salesforce
10995173,Inactive Investor,Lake Lapp,Private Client Banker,J.P. Morgan Securities LLC La Jolla CA 5605 La Jolla Blvd,lake.lapp@chase.com,,Salesforce
9613271,,Cosimi Corleto,,,ccorleto@orange.fr,,List import
211378,,Ryan Hurt,Policy Analyst,Texas Association of Community Colleges,ryanhurt21@outlook.com,,Content
9643524,,Véronique Ducatillon,,,veronique.ducatillon@gmail.com,,List import
11150211,Inactive Investor,Michael Wetrich,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,michael.s.wetrich@ubs.com,,Salesforce
11260710,Inactive Investor,Melody Pollitt,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Denver CO 3100 S Sheridan Blvd",,,Salesforce
11111975,Inactive Investor,Jacob Severenuk,,LPL Financial LLC Bridgewater NJ 1140 US Hwy 22,,,Salesforce
10766847,Inactive Investor,Stephen Provost,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,sprovost@rwbaird.com,,Salesforce
336838,,Michael Budnick,Investment Adviser Representative,"Royal Fund Management, Llc",michael@royalfundmanagement.com,352-750-1637,Manual List Upload
9592351,,Jonathan Litt,,,jonathan.litt@landandbuildings.com,,List import
11005604,Inactive Investor,Olha Akademytska,,J.P. Morgan Securities LLC Palm Beach Gardens FL 5220 Donald Ross Rd,olha.akademytska@chase.com,,Salesforce
10908236,Inactive Investor,Joseph Leary,,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",josephleary@financialguide.com,,Salesforce
10945063,Inactive Investor,Richard Catalfamo,,Edward Jones Warrenton VA 400 Holiday Ct,archie.catalfamo@edwardjones.com,,Salesforce
10870953,Inactive Investor,Robert Wareham,,"FBL Marketing Services, LLC Holton KS 521 Arizona Ave",robert.wareham@fblfinancial.com,,Salesforce
9610354,,Michael Miniconzi,,,mjm@solecap.com,,List import
11066412,Inactive Investor,Matthew Buckley,,"Raymond James Financial Services, Inc. Richmond VA 800 E Canal St",matt.buckley@raymondjames.com,,Salesforce
10908125,Inactive Investor,Andrew Barrett,,NYLIFE Securities LLC Savannah GA 9 Park of Commerce Blvd,barretta@ft.newyorklife.com,,Salesforce
342258,,Andrew D'Addio,"Director, Practice Management Implementation",The Wealth Consulting Group,adaddio@wealthcg.com,702-263-1919,Manual List Upload
11015132,Inactive Investor,David Irwin,,"Bankers Life Securities, Inc. Libertyville IL 1580 S Milwaukee Ave",david.irwin@bankerslife.com,,Salesforce
9553914,,Catherine Alvarez,,,alvarez.meaghan@principal.com,,List import
10806043,Inactive Investor,Damon Riggs,Financial Advisor,"Ameriprise Financial Services, LLC Chattanooga TN 1210 Premier Dr",damon.r.riggs@ampf.com,,Salesforce
10882350,Inactive Investor,Robert Chambers,,Huntleigh Securities Corporation,,,Salesforce
240827,,Lansdell Ian,,[Unknown],ian.lansdell@etfscapital.com,,Event
372137,,john fredy castillo,,Colombia,castillo211978@gmail.com,,Salesforce
10905014,Inactive Investor,Ryan Reiner,,State Farm VP Management Corp. Sioux Falls SD 3015 E 10th St,,,Salesforce
233739,, -,,[[Unknown]],timmynayi@gmail.com,,
11193805,Inactive Investor,Bryan Baquer,Financial Advisor;Investment Advisor;Vice President,Folger Nolan Fleming Douglas Incorporated,bbaquer@fnfd.com,,Salesforce
10801434,Inactive Investor,Colin Songer,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,colin.songer@fidelity.com,,Salesforce
11082666,Inactive Investor,Alicia Lindstrom,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",alicia.lindstrom@nm.com,,Salesforce
11049815,Inactive Investor,Monica Mantilla,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,monicamantilla.team@fidelity.com,,Salesforce
10770527,Inactive Investor,Thomas Davis,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
9635064,,David Stefanick,,,david@emerald-ip.com,,List import
10935403,Inactive Investor,Mark Barry,Director - Investment Management,"Centerpoint Advisors, LLC",mbarry@centerpointadvisors.net,,Salesforce
10783448,Inactive Investor,Chris Thompson,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,chris.thompson3@fmr.com,,Salesforce
11155670,Inactive Investor,David Jones,,LPL Financial LLC Rutherford NJ Private Residence,,,Salesforce
244952,,Kurt Heinen,Prudential,Prudential,kurt.heinen@prudential.com,,Manual List Upload
11151699,Inactive Investor,Alexia Meza,,J.P. Morgan Securities LLC Sugar Land TX 4997 Sweetwater Blvd,alexia.meza@jpmorgan.com,,Salesforce
9579826,,Vince Cuminotto,,,vcuminotto@tiholdings.com,,List import
9606902,,kiyeong cho,,,cky@deibigs.com,,List import
10615586,,Romil Bhagat,Financial Advisor,,romil.bhagat@lpl.com,,List Import
11074576,Inactive Investor,Shane Phillips,Financial Advisor,"Ameriprise Financial Services, LLC Bellevue WA 929 108th Ave NE",shane.phillips@ampf.com,,Salesforce
10852489,Inactive Investor,Diedre Kruse,,LPL Financial LLC El Cajon CA 256 Witherspoon Way,diedre.kruse@lpl.com,,Salesforce
10619790,,Edgar Wright,,,edgar.wright@saswealth.com,,List Import
9626114,,José Marcos Firmino Marcos,,,marcosfirmi.28@gmail.com,,List import
10782579,Inactive Investor,Christopher Hutchinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,christopher.hutchinson@fidelity.com,,Salesforce
11218879,,Olivia Jones,,,olivia.jones@rbc.com,,Other
11111987,Inactive Investor,John Damasceno,,"Pruco Securities, LLC. Orlando FL 4700 Millenia Blvd",john.damasceno@prudential.com,,Salesforce
10945484,Inactive Investor,Shannon Peace,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",,,Salesforce
9578658,,Matthew Valeyko,,,matthew.valeyko@fidelity.com,,List import
11092834,Inactive Investor,Omar Salazar,,"Allstate Financial Services, LLC El Paso TX 550 S Mesa Hills Dr",omarsalazar@allstate.com,,Salesforce
10968361,Inactive Investor,Thomas Wareing,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,thomas_wareing@vanguard.com,,Salesforce
10957620,Inactive Investor,Ian Kelly-Thomas,Chief Compliance Officer;Chief Executive Officer,"IKT Holdings, Inc.",,,Salesforce
9586214,,Byron Unger,,,byroncct@gmail.com,,List import
11063776,Inactive Investor,Elisabeth Hernandez,,Key Investment Services LLC West Haven CT 322 Main St,elisabeth.hernandez@key.com,,Salesforce
11202371,Inactive Investor,Anthony Cyrus,,PFS Investments Inc. New York NY 1430 Broadway,acyrus@primerica.com,,Salesforce
219924,,Todd Keagy,,[Unknown],tmkeagy@gmail.com,,
10923515,Inactive Investor,Andrea Liendo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10887631,Inactive Investor,Joshua Derwin,Financial Advisor,"Pruco Securities, LLC. Overland Park KS 10801 Mastin St",joshua.derwin@prudential.com,,Salesforce
186220,,Sajid Akhtar,,[Unknown],sajid.i.akhtar@gmail.com,,Event
11230017,Inactive Investor,Jon Butler,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",jon.t.butler@nm.com,,Salesforce
10489184,,Irshad Sheikh,"Financial Advisor, First Vice President, Investment Officer, Portfolio Manager, Vice President","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",irshad.sheikh@wellsfargoadvisors.com,469-252-0231,List Import
11010483,Inactive Investor,Karren Williams,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,karren.williams@primerica.com,,Salesforce
371743,,Bronta Profit,,United States,lprofit77@gmail.com,,Salesforce
10821147,Inactive Investor,Jordan Shapiro,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",jshapiro2@ml.com,,Salesforce
342420,,Chris Jones,"Managing Partner, Co-Founder","Align Capital Partners, Lp",cjones@aligncp.com,214-780-0857,Manual List Upload
10880436,Inactive Investor,Chad Wilber,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10988976,Inactive Investor,Benjamin Williams,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",benjamin.williams@prudential.com,,Salesforce
9603952,,JONAH BOOKMAN,,,jonah@bitwiseinvestments.com,,List import
11175715,Inactive Investor,Gregory Pass,Financial Advisor,Edward Jones Jacksonville AL Private Residence,gregory.pass@edwardjones.com,,Salesforce
10940349,Inactive Investor,William Herlihy,Chief Compliance Officer;Director;Director - Research;Vice President,RMC Investment Advisors,wherlihy@investrmc.com,,Salesforce
9622089,,Jonathan Fontaine,,,jonathan.fontaine.mailbox@gmail.com,,List import
11133690,Inactive Investor,Holly Carpino,Registered Client Service Associate,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,holly.carpino@ubs.com,,Salesforce
10957052,Inactive Investor,Kenneth Jenkins,Brokerage Associate;Vice President,"Wells Fargo Clearing Services, LLC Cape Coral FL 3041 NE Pine Island Rd",kenneth.jenkins@wellsfargo.com,,Salesforce
10870765,Inactive Investor,Russell Bacon,,"Raymond James Financial Services, Inc. Austin TX 901 S Mo Pac Expy",,,Salesforce
11222594,,Arden Widmann,,,awidmann@commonwealth.com,,List Import
11095082,Inactive Investor,Alex Luaders,Chief Compliance Officer;Financial Advisor;Legal Counsel;President,"Road Maps Financial Group, LLC",alex@wiretirementgroup.com,,Salesforce
10831523,Inactive Investor,David McCall,,NYLIFE Securities LLC Concord OH Private Residence,dmccall@ft.newyorklife.com,,Salesforce
237988,, -,,[[Unknown]],bavery0@gmail.com,,
10995089,Inactive Investor,Jordan Aguilera,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jordan_aguilera@vanguard.com,,Salesforce
10760316,Inactive Investor,Shawn Kirby,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",kirby.shawn@ntrs.com,,Salesforce
10937373,Inactive Investor,Alexander Anneker,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10775068,Inactive Investor,Mark Flannick,,"City National Securities, Inc.",mark.flannick@cnb.com,,Salesforce
9549633,,Michael Gavin,,,mgavin@financialengines.com,,List import
10930274,Inactive Investor,Dreux Hargus,Executive Director,J.P. Morgan Securities LLC Austin TX 405 Colorado St,dreux.hargus@jpmorgan.com,,Salesforce
10904632,Inactive Investor,Tiffany Kobs,,"Steward Partners Investment Solutions, LLC Lone Tree CO Private Residence",tiffany.kobs@stewardpartners.com,,Salesforce
10859049,Inactive Investor,Michael Cullen,Financial Planner;Owner,Cullen Financial Advisors,cullen.8@cullenfinancial.com,,Salesforce
11185874,Inactive Investor,Michelle Patel,Chief Compliance Officer;President,"Patel Wealth Strategies, Inc.",,,Salesforce
10833469,Inactive Investor,Heidi Kipnis,Client Associate,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",heidi.kipnis@wellsfargoadvisors.com,,Salesforce
232578,, -,,[[Unknown]],mrobinson@chaseinternational.com,,Organic Search
10489830,,William Pearce,Executive Partner,Eagle Strategies LLC Frisco TX 2600 Network Blvd,wpearce@ft.newyorklife.com,,List Import
1912229,,Benjamin Wills,,[Unknown],mrbenjaminwills@yahoo.com,,
10813504,Inactive Investor,Lisa Cregan,Managing Director;Regional Director,Morgan Stanley Beaufort SC Private Residence,lisa.cregan@morganstanley.com,,Salesforce
10987354,Inactive Investor,Brianna Loving,,"Allstate Financial Services, LLC Smyrna GA 4045 Orchard Rd SE",briannaloving@allstate.com,,Salesforce
11060040,Inactive Investor,Lucrecia Carreras,,"Tudor Securities, LLC",,,Salesforce
10784205,Inactive Investor,William Scott,Associate Vice President;Financial Advisor;Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,william.scott@morganstanley.com,,Salesforce
10784167,Inactive Investor,Jeremy Rumps,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,jeremy.rumps@morganstanley.com,,Salesforce
11118095,Inactive Investor,James Georgiow,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11196733,Inactive Investor,Mark Pagni,,"Equitable Advisors, LLC Akron OH 3057 W Market St",mark.pagni@equitable.com,,Salesforce
10845794,Inactive Investor,Sherry Campbell,,"The Strategic Financial Alliance, Inc. Greensboro NC 603 Dolley Madison Rd",scampbell@thesfa.net,,Salesforce
9646734,,Oliver Mohr,,,o.mohr@outlook.com,,List import
10619584,,Douglas Nardi,,,dnardi@hpmpartners.com,,List import
9575727,,Alison Agley,,,gv.invests@gmail.com,,List import
9617223,,Derek Orzolick,,,orzolick27@icloud.com,,List import
10997162,Inactive Investor,Andrew Lisi,Financial Planner,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",andrew.lisi@lfg.com,,Salesforce
7947727,,Paula Berry,,,pb1017558@gmail.com,,Web Form Fillout
9607279,,Chris Williams,,,begnalmotors9@gmail.com,,List import
9623005,,Ahmod Falade,,,faladetijani@gmail.com,,List import
10799363,Inactive Investor,Heather Motyka,Wealth Strategy Associate,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,heather.motyka@ubs.com,,Salesforce
10910196,Inactive Investor,Andrew Siegel,Financial Advisor,LPL Financial LLC Sarasota FL Private Residence,andrew.siegel@lpl.com,,Salesforce
11300321,Active Investor,David Babat,,David Babat,dbabat@gmail.com,14017421476,Salesforce
10926988,Inactive Investor,Jack Weinstein,Vice President;Wealth Manager,Lido,jweinstein@lidoadvisors.com,,Salesforce
11003551,Inactive Investor,Karyn Cordero,,"First Command Brokerage Services, Inc. Watertown NY 215 Washington St",kmcarbone@firstcommand.com,,Salesforce
10895382,Inactive Investor,Jacques Shepherd,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,jacques.shepherd@jpmorgan.com,,Salesforce
11136768,Inactive Investor,Donald Daliege,,"Farmers Financial Solutions, LLC Palos Heights IL 12413 S Harlem Ave",ddaliege@farmersagent.com,,Salesforce
10617831,,John Gibson,,,john.gibson@ml.com,,List Import
11025772,Inactive Investor,Alister Huss,,"Principal Securities, Inc.",huss.alister@principal.com,,Salesforce
11060681,Inactive Investor,Charles Kaschalk,Financial Advisor,LPL Financial LLC New Baltimore MI 45120 Market Place Blvd,chuck.kaschalk@lpl.com,,Salesforce
10878092,Inactive Investor,David Lachowski,Senior Retirement Plan Consultant;Vice President - Wealth Management,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,david.lachowski@ubs.com,,Salesforce
9574695,,Arielle Guneratne,,,arielle@safplatform.com,,List import
10763729,Inactive Investor,Stephen Edelman,,Citigroup Global Markets Inc.,stephen.edelman@citi.com,,Salesforce
10797925,Inactive Investor,Douglas Knable,,"Osaic FA, Inc. Sewickley PA 2200 Georgetown Dr",doug.knable@lfg.com,,Salesforce
11233180,Inactive Investor,Michael Lighten,Banker;Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10989642,Inactive Investor,Charlie Park,,"Wells Fargo Clearing Services, LLC San Ramon CA 11020 Bollinger Canyon Rd",,,Salesforce
10884123,Inactive Investor,Christopher Raymond,Financial Advisor,LPL Financial LLC New Haven CT 157 Church St,christopher.raymond@lpl.com,,Salesforce
11051611,Inactive Investor,Wayne Connors,,Black Swan Wealth Management,,,Salesforce
11230264,Inactive Investor,Natalia Batista-Gontijo,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,nvbatistagon@ft.newyorklife.com,,Salesforce
11106196,Inactive Investor,Natasha Lennon,Financial Planning Specialist;Paraplanner,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",natasha.x.lennon@ampf.com,,Salesforce
11184224,Inactive Investor,Jeff Thompson,,"Wells Fargo Advisors Financial Network, LLC Boston MA 111 Huntington Ave",jeff.thompson@wfafinet.com,,Salesforce
11116112,Inactive Investor,Miguel Lozano,,LPL Financial LLC Brownsville TX 1425 Ruben Torres Blvd,miguel.lozano@lpl.com,,Salesforce
347906,,David Sauers,Financial Planner,Lincoln Financial Advisors Corporation,david.sauers@lfg.com,302-293-5248,
10788333,Inactive Investor,Philip Rothman,Director;Financial Advisor,Oppenheimer & Co. Inc. Princeton NJ 302 Carnegie Ctr,philip.rothman@opco.com,,Salesforce
9560135,,Zakaria ACHBAA,,,achbaa.zakaria@gmail.com,,List import
10977970,Inactive Investor,Sarah Wheeler,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,,,Salesforce
9617502,,Robert Vedra,,,bvedra@iopfund.com,,List import
10835389,Inactive Investor,Karl Kessler,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 10100 Innovation Dr",kkessler@ampf.com,,Salesforce
10618066,,Raphael Roche,,,ray_roche@ml.com,,List Import
9540541,,Michael Bell,,,michael_bell@americancentury.com,,List Import
10814085,Inactive Investor,Sonia Aquilina,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",sonia_aquilina@ml.com,,Salesforce
10958645,Inactive Investor,Daniel Lujan,Vice President,"Charles Schwab & Co., Inc. Henderson NV Private Residence",daniel.lujan@schwab.com,,Salesforce
9578493,,Christopher Budny,,,cbudny@wescott.com,,List import
10935383,Inactive Investor,Natividad Golubski,Financial Advisor,"Navy Federal Investment Services, LLC Vienna VA 820 Follin Ln SE",natividad_golubski@navyfederal.org,,Salesforce
11061109,Inactive Investor,Jason Demarre,Financial Advisor,LPL Financial LLC Seattle WA 1201 3rd Ave,jason.demarre@lpl.com,,Salesforce
10868561,Inactive Investor,Casey Callahan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10948979,Inactive Investor,Quentin Turner,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,quentin.turner@fmr.com,,Salesforce
11163539,Inactive Investor,Scott Osiol,,Vanguard Marketing Corporation,scott_osiol@vanguard.com,,Salesforce
10780910,Inactive Investor,Joshua Wolf,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10960212,Inactive Investor,Christopher Fitch,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",christopher.fitch@tiaa.org,,Salesforce
11229090,Inactive Investor,Samuel Gault,Financial Advisor,Edward Jones Kings Mountain NC 203 S Battleground Ave,,,Salesforce
10684537,,Elmer Smith,,,kevin@gonetor.com,,Web Form Fillout
11096888,Inactive Investor,Christiana Obrien,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",christa.obrien@nm.com,,Salesforce
10529927,,Maya Joelson,Founding Principal Wealth Manager & Global Investment Strategist,Savvy Wealth,maya@savvyadvisors.com,,List Import
10487590,,James Shelton,Financial Advisor,LPL Financial LLC,james.shelton@lpl.com,,List Import
11144909,Inactive Investor,Lena Poma,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",lena.brookins@truist.com,,Salesforce
10614419,,Joseph Pombriant,Financial Advisor,,jpombriant@alacrityfinancial.com,,List Import
10756379,Inactive Investor,Colleen Saari,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",colleen.saari@ml.com,,Salesforce
11187309,Inactive Investor,Clay Walter,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
11195525,Inactive Investor,Cynthia Schwert,,Cetera Advisors LLC Pasadena CA 140 S Lake Ave,cynthia.schwert@ceteraadvisors.com,,Salesforce
10604215,,Wing Leong,vp finance,dhl,winghunleong@yahoo.co.uk,362883388,List Import
10841404,Inactive Investor,Masaaki Yamaguchi,Regional Vice President,PFS Investments Inc. Cerritos CA 18000 Studebaker Rd,masaaki.yamaguchi@primerica.com,,Salesforce
10891090,Inactive Investor,Graham Kington,,Vanguard Marketing Corporation,graham_kington@vanguard.com,,Salesforce
209943,,Kim Muratori,,[Unknown],kimmuratori@icloud.com,,
11117315,Inactive Investor,Robert Zappitelli,,"Avantax Investment Services, Inc. Painesville OH 9946 Johnnycake Ridge Rd",,,Salesforce
11059900,Inactive Investor,Brian Kelleher,Vice President;Wealth Manager,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,brian.kelleher@jpmorgan.com,,Salesforce
11233721,Inactive Investor,Liliana Barela,,Fidelity Brokerage Services LLC,,,Salesforce
11185013,Inactive Investor,Chelea Lawrence,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",chelea.warinnerkent@wellsfargoadvisors.com,,Salesforce
9566430,,Alex Graham,,,alex@searcyfinancial.com,,List import
10969165,Inactive Investor,Afshin Kangarlou,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,afshin.kangarlou.tpz2@statefarm.com,,Salesforce
337955,,Julie Terres,"Global Head, Portfolio Analytics","Cbre Investment Management, Llc",julie.terres@cbreclarion.com,212-824-2150,Manual List Upload
11117578,Inactive Investor,Kaitlyn Farnan,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10892610,Inactive Investor,John Sayour,,NYLIFE Securities LLC Norwalk CT Private Residence,jasayour@ft.newyorklife.com,,Salesforce
10877569,Inactive Investor,Xiao Chen,Financial Advisor,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",xiao.chen@tfaconnect.com,,Salesforce
10867484,Inactive Investor,David Steele,,LPL Financial LLC,david.steele@lpl.com,,Salesforce
372324,,Mike Contillo,,[Unknown],mcontillo@advisorgroup.com,,Salesforce
10895769,Inactive Investor,Anthony Defranco,,"Avantax Investment Services, Inc. West Orange NJ 300 Executive Dr",,,Salesforce
10991738,Inactive Investor,Jennifer Todd,,"Avantax Investment Services, Inc. Maumee OH 2105 River Rd",,,Salesforce
11189478,Inactive Investor,William Dupont,Associate Advisor,LPL Financial LLC Houma LA 255 Corporate Dr,william.dupont@lpl.com,,Salesforce
11202510,Inactive Investor,Huntre West,,Vanguard Marketing Corporation,huntre_west@vanguard.com,,Salesforce
11115314,Inactive Investor,Abigail Arturi,Client Service Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,,,Salesforce
10970879,Inactive Investor,Cristina Beccarino,,J.P. Morgan Securities LLC Northport NY 54 Main St,cristina.beccarino@chase.com,,Salesforce
10914574,Inactive Investor,David Cooper,Financial Advisor,Edward Jones Smithville MO 14802 Shamrock Way,david.d.cooper@edwardjones.com,,Salesforce
10805931,Inactive Investor,Alex Gutierrez,Assistant Vice President;Senior Supervisory Principal,LPL Financial LLC San Diego CA 4707 Executive Dr,alex.gutierrez@lpl.com,,Salesforce
10969070,Inactive Investor,Brooks Billings,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Glen Allen VA 11108 W Broad St",,,Salesforce
10789097,Inactive Investor,Chris Soucheck,,LPL Financial LLC,chris.soucheck@lpl.com,,Salesforce
10994829,Inactive Investor,Julie Bobrowski,,"CUSO Financial Services, L.P. Plymouth MI 855 Ann Arbor Rd W",,,Salesforce
218144,,KJ Jia,,[Unknown],jiakezheng110119@gmail.com,,Direct
11052182,Inactive Investor,Joshua Cox,Wealth Advisor,"Cambridge Investment Research, Inc. Englewood CO 12424 E Weaver Pl",joshua.cox@lpl.com,,Salesforce
10993514,Inactive Investor,Charles White,,State Farm VP Management Corp. Guymon OK 1754 N Academy St,,,Salesforce
4785314,,mahmoud Bassyouni,,Elmohagba,tarek29577@gmail.com, +201025599775,Web form fillout
9551863,,Mary MacDiarmid,,,marymac2000@gmail.com,,List import
9624241,,Scott Lindsay,,,scott.a.lindsay@gmail.com,,List import
10884336,Inactive Investor,William Anderson,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Atlanta GA 2102 Henderson Mill Rd NE,william.p.anderson@jpmorgan.com,,Salesforce
11172926,Inactive Investor,Raquel Gonzalez Chavez,Financial Consultant;Senior Vice President - Investments,"Popular Securities, LLC San Juan PR 208 Ave Ponce de Leon",raquel.gonzalez@popular.com,,Salesforce
11198672,Inactive Investor,David Munoz,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",dmunoz5@ml.com,,Salesforce
10896983,Inactive Investor,Steven Smetana,Financial Advisor;Investment Advisor Representative,"Symphony Financial Services, Inc.",steven.smetana@symphony-financial.com,,Salesforce
9631892,,Andrew Matuszak,,,admatuszak@gmail.com,,List import
11089949,Inactive Investor,Mark Maitland,Private Wealth Advisor,"Flagship Harbor Advisors, LLC Salem MA 11A Derby Sq",mark.maitland@flagshipharbor.com,,Salesforce
10784743,Inactive Investor,Muhammad Haq,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Jose CA 355 Santana Row,mark.haq@ubs.com,,Salesforce
352112,,Igor Marjanovic,Portfolio Manager,"Main Street Investment Advisors, Llc",imarjanovic@mainstreetadv.com,847-480-7055,Manual List Upload
10801303,Inactive Investor,Shadd Clausen,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,sclausen@rwbaird.com,,Salesforce
11099478,Inactive Investor,Peter Mirabelli,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",peter.j.mirabelli@wellsfargoadvisors.com,,Salesforce
9644250,,Jennifer Warren,,,heartbugoutreach42@gmail.com,,List import
10775522,Inactive Investor,John Alexander,Co-President,&Partners,john.alexander@andpartners.com,,Salesforce
194292,,Marc Murray,Senior Portfolio Manager,Hobbs Group Advisors Llc,marc@hobbsgroupadvisors.com,803-540-3034,Manual List Upload
9644113,,Safaril Azhar Ahmad Nasir,,,safarilazharahmadnasir@gmail.com,,List import
9608315,,mike Halfpenny,,,michaelhalfpenny84@gmail.com,,List import
9600625,,Stafanie Boeglin,,,bensendario@gmail.com,,List import
339860,,Stacie Moore,Co-founder And Chief Financial Officer,Edge Natural Resources Llc,stacie@edgenr.com,469-331-0123,Manual List Upload
11178131,Inactive Investor,Diana Yang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",diana.yang@tfaconnect.com,,Salesforce
11184019,Inactive Investor,Kara Dowers,Regional Vice President,PFS Investments Inc. Greenville SC 355 S Main St,kara.dowers@primerica.com,,Salesforce
11107871,Inactive Investor,Krystle Batlle,Market Supervision Manager;Vice President,TD Private Client Wealth LLC Miami FL 255 Alhambra Cir,krystle.batlle@td.com,,Salesforce
10948976,Inactive Investor,Marcus Smith,Private Client Advisor,J.P. Morgan Securities LLC Valrico FL 1885 E State Road 60,marcus.p.smith@jpmorgan.com,,Salesforce
10960675,Inactive Investor,Rachel Roberts,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10895286,Inactive Investor,Richard Bolgiano,Chief Compliance Officer;Managing Member,Bolgiano Capital Management,richard@bolgianocapital.com,,Salesforce
11111682,Inactive Investor,Gary Louie,,Goldman Sachs & Co.,gary.louie@gs.com,,Salesforce
10784110,Inactive Investor,Colleen Parkhurst,Senior Client Relationship Associate,"Wells Fargo Clearing Services, LLC Jacksonville FL 4328 Blanding Blvd",colleen.parkhurst@wellsfargoadvisors.com,,Salesforce
155982,,Sean Taylor,,[Unknown],seantestingit@gmail.com,,Paid Social
10617372,,Andrew Vanawken,,,andrew.vanawken@jpmorgan.com,,List Import
338896,,Michael O'Neill,Director,"Stone Arch Capital, Llc",moneill@stonearchcapital.com,612-317-2980,Manual List Upload
11033270,Inactive Investor,Mitchell Zimmer,,Cetera Advisor Networks LLC Saint Paul MN 710 Commerce Dr,,,Salesforce
10846554,Inactive Investor,Thomas Frolick,Financial Advisor;Financial Professional,"Voya Financial Advisors, Inc. Des Moines IA 699 Walnut St",tom.frolick@voya.com,,Salesforce
246047,,Not Provided,Audience Coordinator,Washington Post,michaella10@gmail.com,,Manual List Upload
10852080,Inactive Investor,Daniel Rea,Chief Compliance Officer;Managing Member,"NFI, LLC",,,Salesforce
11092893,Inactive Investor,Matthew Vanyo,,The Huntington Investment Company Excelsior MN 435 Water St,matthew.vanyo@huntington.com,,Salesforce
11161968,Inactive Investor,Courtney Abrecht,,"Truist Investment Services, Inc. Frederick MD 5280 Corporate Dr",courtney.abrecht@truist.com,,Salesforce
10877308,Inactive Investor,Austin Gillies,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10759804,Inactive Investor,Candy Raven,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated South Bend IN 100 N Michigan St",candy_raven@ml.com,,Salesforce
10619885,,Christy Pedersen,,,cpedersen@rockco.com,,List Import
235350,, -,,[[Unknown]],yang7980@gmail.com,,Organic Search
10619961,,Leslie Bolanos,,,leslie.bolanos@investwithwmg.com,,List Import
11163376,Inactive Investor,Angela Horrell,,Key Investment Services LLC,angela.horrell@key.com,,Salesforce
10765659,Inactive Investor,Kenneth Peterson,,Cetera Financial Specialists LLC Downers Grove IL 1400 Opus Pl,kenneth.peterson@ceterafs.com,,Salesforce
9622232,,Christine l. Jones,,,christineljones@hotmail.com,,List import
11053333,Inactive Investor,John-Peter Curcio,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3475 Lenox Rd NE",johnpeter.curcio@ampf.com,,Salesforce
10778791,Inactive Investor,Steven Zeller,Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",steven.zeller@wellsfargoadvisors.com,,Salesforce
10958774,Inactive Investor,Yukiko Nishimura,,PFS Investments Inc. Torrance CA 970 W 190th St,ynishimura@primerica.com,,Salesforce
10913744,Inactive Investor,Timothy Park,,J.P. Morgan Securities LLC Ramsey NJ 555 N Franklin Tpke,timothy.k.park@chase.com,,Salesforce
10348527,,Christopher Weiland,,,christopher@paua.capital,,
11105416,Inactive Investor,Zane Hines,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10821124,Inactive Investor,Gary Bladen,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",gary.bladen@ml.com,,Salesforce
9604839,,Joe DeLude,,,joedelude@aol.com,,List import
10835429,Inactive Investor,Angela Carosello,Financial Advisor,Edward Jones,angela.carosello@edwardjones.com,,Salesforce
152252,,Julian Haight,,[Unknown],grayscale@a.julianhaight.com,,
231198,, -,,[[Unknown]],ivancosta1@yahoo.com.ar,,Organic Search
11047891,Inactive Investor,Mark Meek,Financial Professional,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",,,Salesforce
243183,,Erik Blankmeyer,VP Wealth Management,Advisors Excel Wealth Management,erik.blankmeyer@ae-wm.com,18663639595,Manual List Upload
10806908,Inactive Investor,Katrina Vanrensum,,Householder Group Estate & Retirement Specialists Bothell WA 22722 29th Dr SE,tvanrensum@householdergroup.com,,Salesforce
11087357,Inactive Investor,Michael Keenan,Senior Advisor,"Alvin Clay Financial Advisors, LLC",mkeenan@alvinclay.com,,Salesforce
10895837,Inactive Investor,Naomi Corbo,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,ncorbo@primerica.com,,Salesforce
10852048,Inactive Investor,Michael Townsend,Branch Manager;Senior Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",mike.townsend@raymondjames.com,,Salesforce
11104842,Inactive Investor,Kyle Lucey,Retirement Planning Specialist,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",kyle.lucey@equitable.com,,Salesforce
11098178,Inactive Investor,David Hodges,,GWN Securities Inc.,dhodges@gwnsecurities.com,,Salesforce
11159434,Inactive Investor,Kurt Whitesell,,Commonwealth Financial Network Rapid City SD 817 9th St,kwhitesell@cfnmail.com,,Salesforce
53748,,Melanie Dickinson,"Chief Compliance Officer, President",Pmd Advisory,mdickinson@pmdadvisory.com,205-986-0060,Manual List Upload
10857288,Inactive Investor,Medena Thurman,Regional Vice President,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,medena.thurman@primerica.com,,Salesforce
10960790,Inactive Investor,Justin Leonard,,"FBL Marketing Services, LLC Guttenberg IA 431 S Hwy 52",justin.leonard@fbfs.com,,Salesforce
11127996,Inactive Investor,Edward Kirkwood,,"Farmers Financial Solutions, LLC Keller TX 130 Hill St",,,Salesforce
11232159,Inactive Investor,Steven Biggs,Supervisor,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
9648431,,John Haedrich,,,jchaedrich@yahoo.com,,List import
10789091,Inactive Investor,Susan Regan,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",susan_regan@ml.com,,Salesforce
9576319,,Patrick Housen,,,patrick.housen@marinerwealthadvisors.com,,List import
10618648,,James Gillen,,,jgillen@cambridgesecure.com,,List Import
9575175,,Angie Lejarzar,,,angelita.lejarzar@usaa.com,,List import
11003291,Inactive Investor,Austin Lancaster,,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",austin.lancaster@raymondjames.com,,Salesforce
10822199,Inactive Investor,Bruce Dunbar,,"Raymond James Financial Services, Inc. Ann Arbor MI 4420 Jackson Rd",bruce.dunbar@raymondjames.com,,Salesforce
247923,,Kevin Miller,CEO,"TRUNORTH CAPITAL MANAGEMENT, LLC",kevin@trunorthcapital.com,12693690227,
10970548,Inactive Investor,Robert Davis,Financial Advisor,"Advocacy Wealth Management, LLC Hartwell GA 11 Depot St",rdavis@advocacywealth.com,,Salesforce
11096588,Inactive Investor,Jacob Szczech,,"Empower Financial Services, Inc Paola KS Private Residence",jacob.szczech@gwrs.com,,Salesforce
339173,,David Connelly,Manager,Apella Capital,dconnelly@apellacapital.com,860-785-2260,Manual List Upload
10768000,Inactive Investor,Katharina Glover,Senior Sales Associate,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",katharina.glover@raymondjames.com,,Salesforce
11006514,Inactive Investor,Michele Kroll,Financial Advisor,Edward Jones Clarksburg WV 1514 Buckhannon Pike,michele.kroll@edwardjones.com,,Salesforce
9555037,,max saint,,,maxsaint@protonmail.com,,List import
9606802,,Jason Gibbs,,,jpay515@gmail.com,,List import
11180748,Inactive Investor,Sara Berkowicz,,LifeMark Securities Corp. Skokie IL Private Residence,sberkowicz@lifemark.com,,Salesforce
11013509,Inactive Investor,Russell Loesch,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,russell.s.loesch@jpmorgan.com,,Salesforce
334756,,James Carr,"CEO, Chief Investment Officer",Cornercap Investment Counsel Inc,jcarr@cornercapfunds.com,404-870-0700,Manual List Upload
10755583,Inactive Investor,Jeffrey Potter,,"Verity Investments, Inc.",jpotter@verityinvest.com,,Salesforce
10922044,Inactive Investor,Ryan Quinn,Vice President,Rockefeller Financial LLC Boston MA 500 Boylston St,rquinn@rockco.com,,Salesforce
10905574,Inactive Investor,Barry Malone,,LPL Financial LLC Lubbock TX 5202 Indiana Ave,barry.malone@lpl.com,,Salesforce
10920648,Inactive Investor,Brian Nelson,Financial Advisor,LPL Financial LLC Idaho Falls ID 1235 S Utah Ave,brian.r.nelson@lpl.com,,Salesforce
10795873,Inactive Investor,Shannon Lutze,Private Wealth Advisor,"Ameriprise Financial Services, LLC Brookfield WI 18200 W Capitol Dr",shannon.m.lutze@ampf.com,,Salesforce
11196845,Inactive Investor,Richard Scheller,,"Centaurus Financial, Inc. Midlothian VA 831 Grove Rd",,,Salesforce
11090912,Inactive Investor,Christopher Laubach,Financial Advisor,"Ameriprise Financial Services, LLC Glendora CA 216 N Glendora Ave",christopher.j.laubach@ampf.com,,Salesforce
10820400,Inactive Investor,Bradley Weddle,Financial Consultant,Advisor Resource Council Mesquite TX 3330 N Galloway Ave,,,Salesforce
11170919,Inactive Investor,Arjun Kaul,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,arjun.kaul@jpmorgan.com,,Salesforce
10851910,Inactive Investor,David Jackson,,"Cambridge Investment Research, Inc. Chagrin Falls OH 200 Industrial Pkwy",,,Salesforce
11234753,Inactive Investor,Timothy Piacentini,Executive Vice President;Senior Portfolio Manager,"Pinnacle Associates, Ltd. Red Bank NJ 47 Reckless Pl",tpiacentini@pinnacle-ny.com,,Salesforce
10938414,Inactive Investor,Jack Iler,Financial Consultant,"Charles Schwab & Co., Inc. San Diego CA Private Residence",,,Salesforce
9560051,,Bradly Collins,,,bradlycollins@financialguide.com,,List import
10987120,Inactive Investor,Abraham Trevino,,PFS Investments Inc. Joliet IL 3180 Theodore St,abraham.trevino@primerica.com,,Salesforce
10983042,Inactive Investor,Gina Giannou,Director - Operations;President,"Life Planning Agency, Inc",,,Salesforce
10997800,Inactive Investor,Brennan Tolle,,J.P. Morgan Securities LLC Edwardsville IL 248 Harvard Dr,brennan.tolle@jpmorgan.com,,Salesforce
11220710,,Joseph Warwick,,,jwarwick@patriotinvestment.com,,Other
11167757,Inactive Investor,David Uva,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. North Reading MA Private Residence,david.uva@ubs.com,,Salesforce
11107682,Inactive Investor,Shawna Yosick,,"Stifel, Nicolaus & Company, Incorporated Overland Park KS 9401 Indian Creek Pkwy",yosicks@stifel.com,,Salesforce
11187663,Inactive Investor,Monica Sullivan,Associate Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",monica.sullivan@ampf.com,,Salesforce
11008168,Inactive Investor,John Anderson,,"Raymond James Financial Services, Inc. Dayton OH 313 E Stroop Rd",,,Salesforce
11109937,Inactive Investor,Richard Garcia,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",rich_garcia@ml.com,,Salesforce
9542862,,Chadwick Johr,,,cjohr@yaboo.com,,List import
11166204,Inactive Investor,Rachel Roanne Gutierrez,Financial Advisor,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",rachel.gutierrez@equitable.com,,Salesforce
10768980,Inactive Investor,Melissa Taylor,,"Raymond James & Associates, Inc. Clifton Park NY 5 Maxwell Dr",melissa.taylor@raymondjames.com,,Salesforce
9568089,,keithan rollins,,,keithan.rollins@gmail.com,,List import
11193253,Inactive Investor,Jeremia Maldonado,,PFS Investments Inc. Edison NJ 2015 State Rte 27,jeremia.maldonado@primerica.com,,Salesforce
10896769,Inactive Investor,Stephanie Larson,Chief Compliance Officer;Director;Managing Director;Portfolio Manager,Winans Investments Novato CA 504 Redwood Blvd,info@winansintl.com,,Salesforce
11043744,Inactive Investor,David Drozdowicz,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mequon WI 1249 W Liebau Rd",,,Salesforce
10844505,Inactive Investor,Mary Fazio,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
10766194,Inactive Investor,Hunter Wynne,Senior Private Wealth Strategy Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,hunter.wynne@ubs.com,,Salesforce
191448,,marc de vernon,,[Unknown],marcdevernon@gmail.com,,
11039457,Inactive Investor,Connor Barbella-Roesler,,Commonwealth Financial Network Warren NJ 28 Mountain Blvd,cbarbella-roesler@commonwealth.com,,Salesforce
336917,,Mike Guarnieri,Managing Partner,"Evolution Credit Partners Management, Llc",mguarnieri@evolutioncreditpartners.com,617-410-4800,Manual List Upload
10879860,Inactive Investor,Michael Hinz,,"First Citizens Investor Services, Inc. High Point NC 4045 Mendenhall Oaks Pkwy",mike.hinz@firstcitizens.com,,Salesforce
11151946,Inactive Investor,Barbara Martin,Assistant Vice President;Business Development Associate,Morgan Stanley Chicago IL 227 W Monroe St,barbara.m.martin@morganstanley.com,,Salesforce
11011213,Inactive Investor,Mitchell Tokowitz,Investment Advisor,LPL Financial LLC Rochester MI 425 Walnut Blvd,mitch.tokowitz@lpl.com,,Salesforce
9587941,,Eric Feliciano,,,ericdfeliciano@gmail.com,,List import
10618550,,Jennifer Barberis,,,jennifer.barberis@ubs.com,,List Import
8481065,,Spencer Orr,,Sandia Area Federal Credit Union,spencer.orr@lpl.com,(505) 200-9168,List Import
11047089,Inactive Investor,Dakoda Skenandore,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",dakoda.s.skenandore@ml.com,,Salesforce
10947580,Inactive Investor,John Grover,Advisor,"Moneta Group Investment Advisors, LLC",jgrover@monetagroup.com,,Salesforce
9625475,,Karen Hager,,,karennhager@gmail.com,,List import
11108458,Inactive Investor,Michael Tryon,Chief Compliance Officer;Managing Member,"Tryon Investments, LLC",mwtryon@tryonfinancial.com,,Salesforce
345857,,Lori Biancamano,Chief Financial Officer,Bgo Us Real Estate Lp,lbiancamano@greenoakrealestate.com,212-359-7800,Manual List Upload
11230022,Inactive Investor,Michael Wong,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",michael.wong@nm.com,,Salesforce
205398,,Frank Manganella,,[Unknown],frank.manganella@ch3am.com,,
10953763,Inactive Investor,Steven Sloan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,steven.sloan@fmr.com,,Salesforce
9585102,,Robert Thorndike,,,robert.thorndike@prosperafinancial.com,,List import
9574121,,Alan Tam Tam,,,alantam@cox.net,,List import
9575338,,Jasen Roos,,,jroos@cimgroup.com,,List import
11136296,Inactive Investor,Ryan Betz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
1001577,Inactive Investor,AJ Kerrigan,,Citadel,aj.kerrigan@citadelsecurities.com,,
10908243,Inactive Investor,David Henley,,"Cambridge Investment Research, Inc. Manchester TN 304 N Spring St",chenley@cambridgesecure.com,,Salesforce
11044084,Inactive Investor,Vincent Ammirato,Chief Compliance Officer;Chief Operating Officer,United Advisors America,vammirato@unitedadvisors.com,,Salesforce
10945977,Inactive Investor,Zain Zaidi,,Citigroup Global Markets Inc.,,,Salesforce
11171615,Inactive Investor,Paul Housey,Co-Founder,"ISTO Advisors, LLC",phousey@istoadvisors.com,,Salesforce
10982269,Inactive Investor,Maria Miranda,Relationship Manager,"Wells Fargo Clearing Services, LLC Las Vegas NV 8190 W Sahara Ave",maria.g.miranda@wellsfargo.com,,Salesforce
10784583,Inactive Investor,Timothy Deves,Financial Advisor,Edward Jones Shawnee KS 6339 Long Ave,tim.deves@edwardjones.com,,Salesforce
11127818,Inactive Investor,Ryan Cioffi,Financial Advisor,"Ameriprise Financial Services, LLC Williamsport PA 932 Washington Blvd",ryan.cioffi@ampf.com,,Salesforce
10791247,Inactive Investor,John Ward,,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",jay.ward@nm.com,,Salesforce
11159137,Inactive Investor,Ross Eagles,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",ross.eagles@lfg.com,,Salesforce
160745,,Carassou Baptiste,,[Unknown],baptiste.carassou@sia-partners.com,,
10840125,Inactive Investor,Vanessa Conwell,Financial Advisor,Edward Jones Locust Grove GA 4944 Bill Gardner Pkwy,vanessa.conwell@edwardjones.com,,Salesforce
11061952,Inactive Investor,Nicholas Kromker,,J.P. Morgan Securities LLC Saint Charles IL 520 Dunham Rd,,,Salesforce
10832636,Inactive Investor,Jason Deswarte,Financial Advisor,"Wells Fargo Clearing Services, LLC Mesa AZ 1256 E McKellips Rd",jason.deswarte@wellsfargoadvisors.com,,Salesforce
10971302,Inactive Investor,Makayla Bailey,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",makayla.bailey@tiaa.org,,Salesforce
11002950,Inactive Investor,Dina Dorokhov,,J.P. Morgan Securities LLC Federal Way WA 32000 Pacific Hwy S,dina.dorokhov@jpmorgan.com,,Salesforce
11220209,,Nathan Cloutier,,,nathan.cloutier@lpl.com,,Other
9627519,,Zee Moha,,,zeeshan.moha@gmail.com,,List import
10865744,Inactive Investor,Michael Brown,,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",michael.brown@valic.com,,Salesforce
11255404,Inactive Investor,Todd Tautfest,Managing Director;Partner;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",ttautfest@cressetcapital.com,,Salesforce
10845791,Inactive Investor,Raymond Saravitz,,LPL Financial LLC Hallstead PA 25109 State Rte 11,raymond.saravitz@lpl.com,,Salesforce
11194211,Inactive Investor,Terry Klocke,,"Osaic Wealth, Inc. Arnold MO 12 Tenbrook Industrial Park",,,Salesforce
11151619,Inactive Investor,Todd Blessing,,"CUSO Financial Services, L.P. Cincinnati OH 10485 Reading Rd",tblessing@cusonet.com,,Salesforce
10617338,,Matthew Mc Wherter,,,matthew.k.mcwherter@ampf.com,,List Import
11161569,Inactive Investor,Elias Dolson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",elias.dolson@ml.com,,Salesforce
11019512,Inactive Investor,Guang Li,Chief Compliance Officer;Chief Executive Officer;Owner,Southmore Financial Advisory LLC Houston TX 310 Asbury Ter,,,Salesforce
10647334,,Kim Carver,,,kim.carver@primerica.com,,List Import
10615261,,Samuel Reilly,"Director - Alternative Investments, Financial Advisor, Vice President",,samuel.reilly@morganstanley.com,,List Import
9581289,,Gary Schatsky,,,gary@objectiveadvice.com,,List import
10814339,Inactive Investor,Mark Waltersheide,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Dayton OH 40 N Main St",mark.waltersheide@wellsfargoadvisors.com,,Salesforce
11155255,Inactive Investor,Geoffrey Karlen,,Innovation Partners LLC Hagerstown MD 19756 Longmeadow Rd,gkarlen@innovationpartnersllc.com,,Salesforce
11109345,Inactive Investor,Benjamin Capshaw,Managing Director;Senior Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",benjamin_capshaw1@ml.com,,Salesforce
10611171,,Richard Porco,"Resident Director, Senior Financial Advisor, Senior Vice President",,richard.porco@ml.com,,List Import
10887251,Inactive Investor,George Sugden,Chief Compliance Officer;Founder;Managing Member;President,"Sugden Wealth Management, LLC",george@sugdenwealthmanagement.com,,Salesforce
11220618,,Corey Frank,,,corey.frank@allworthfinancial.com,,Other
10620112,,Ralph Taylor,,,rtaylor@wintrustwealth.com,,List Import
10851674,Inactive Investor,Kelly Walker,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",kelly.r.walker@ml.com,,Salesforce
344806,,Ryan Supple,"Vice President, Deal Generation","Hammond, Kennedy, Whitney & Company, Inc.",rws@hkwinc.com,317-574-6900,Manual List Upload
11142122,Inactive Investor,Peterson Decoteau,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,pdecoteau@primerica.com,,Salesforce
10805923,Inactive Investor,Michael Boock,Financial Advisor,Edward Jones Newberg OR 700 Deborah Rd,mike.boock@edwardjones.com,,Salesforce
11254543,Inactive Investor,Ryan Murray,,"Burch & Company, Inc",,,Salesforce
10889530,Inactive Investor,John Dodenhoff,Director - Trading;Financial Advisor;Portfolio Manager,O'Donnell Wealth Management Cody WY 1306 Sheridan Ave,john@odonnellwm.com,,Salesforce
98846,,Donald Jensen,Security Analyst,Miami Corporation,djensen@miami-corp.com,1-312-644-6720,Database Upload
239191,,James Collman,,[Unknown],collman751@gmail.com,,Direct
372178,,William Lemens,,United States,vlemens@aol.com,,Salesforce
10767457,Inactive Investor,Thomas Coco,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,cocot@ceteranetworks.com,,Salesforce
9552458,,Mark Moore,,,mmoore@commonwealth.com,,List import
11058409,Inactive Investor,Jack Daily,,"Northwestern Mutual Investment Services, LLC Boise ID 1218 S Vista Ave",jack.daily@nm.com,,Salesforce
10816950,Inactive Investor,Shyanna Phillips,Risk Officer,Morgan Stanley Greensboro NC 300 N Greene St,,,Salesforce
9629791,,Alexandru Horghidan,,,alexandru.horghidan@gmail.com,,List import
11080469,Inactive Investor,Jennifer Digilio,Senior Registered Associate,D.A. Davidson & Co. Omaha NE 450 Regency Pkwy,jdigilio@dadco.com,,Salesforce
11057880,Inactive Investor,Audrey Scott,,"Wells Fargo Clearing Services, LLC Charlotte NC 9808 Rea Rd",audrey.s.scott@wellsfargo.com,,Salesforce
10907958,Inactive Investor,Jack Ruble,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Orland Park IL 14225 S 95th Ave",jack.ruble@schwab.com,,Salesforce
10953102,Inactive Investor,Ethan Pezzullo,,Fidelity Brokerage Services LLC,,,Salesforce
10960766,Inactive Investor,Maria Keiser,,LPL Financial LLC Madison WI 5201 E Terrace Dr,maria.keiser@lpl.com,,Salesforce
11119661,Inactive Investor,Emily Egan,,Fidelity Brokerage Services LLC,,,Salesforce
11170561,Inactive Investor,Mary Bennett,Director;Relationship Manager,UBS Financial Services Inc. Atlanta GA 3280 Peachtree Rd NE,mary.bennett@ubs.com,,Salesforce
11203085,Inactive Investor,Scott Lucia,Regulatory Contact;Wealth Advisor,"Andrews, Lucia Wealth Management LLC",,,Salesforce
10796777,Inactive Investor,Binnie Footer,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Blue Bell PA 1767 Sentry Pkwy W,bfooter@jmsonline.com,,Salesforce
9629293,,li hao,,,1986380448@qq.com,,List import
9625815,,Venkateswara Sanivarapu,,,vsanivarapu@icloud.com,,List import
9570743,,Miss Jariya Kunpracheep,,,missjariyak@gmail.com,,List import
10836469,Inactive Investor,Sonia Ernst,Manager - Operations and Trading;Principal;Regulatory Contact,Cabot Wealth Management,sonia@ecabot.com,,Salesforce
10908719,Inactive Investor,Christene Dino-Hobbs,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,cgdino@ft.newyorklife.com,,Salesforce
9548644,,Jud Mackrill,,,judmackrill@gmail.com,,List import
11060392,Inactive Investor,Christopher St Laurent,Financial Advisor,LPL Financial LLC Richmond TX Private Residence,christopher.stlaurent@lpl.com,,Salesforce
11013656,Inactive Investor,Ashley Hendrix,,"Raymond James Financial Services, Inc. Saint Louis MO 4163 Crescent Dr",ashley.hendrix@raymondjames.com,,Salesforce
11128985,Inactive Investor,Jarrod Jansen,,"Osaic Wealth, Inc. Wichita KS 10011 W 21st St N",,,Salesforce
11168160,Inactive Investor,Jay Hwang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",jay.hwang@ml.com,,Salesforce
11004094,Inactive Investor,Vivian Ong,,NYLIFE Securities LLC Irving TX 6565 N Macarthur Blvd,vong@ft.newyorklife.com,,Salesforce
9561786,,Gabrielle Magdziarz,,,gmagdziarz@cantella.com,,List import
11220703,,Jennifer Haas,,,jhaas@advisornet.com,,Other
10807603,Inactive Investor,Bernard Levine,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",bernard.levine@wellsfargoadvisors.com,,Salesforce
11097532,Inactive Investor,Albert Macdonald,President;Senior Managing Director,"MAI Capital Management, LLC Ponte Vedra Beach FL 820 A1a N",amacdonald@mai.capital,,Salesforce
11183849,Inactive Investor,Joshua Ullery,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10959036,Inactive Investor,Alex Gardner,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10831971,Inactive Investor,Patrick Barros,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,patrick.pinheirodebarros@safra.com,,Salesforce
11016487,Inactive Investor,Coleen Acker,,"Farmers Financial Solutions, LLC Post Falls ID 3904 E Mullan Ave",cacker@farmersagent.com,,Salesforce
10811331,Inactive Investor,Steven Navarro,,Commonwealth Financial Network Danvers MA 27 Garden St,snavarro@commonwealth.com,,Salesforce
10870561,Inactive Investor,Omar Ofarril Diaz,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",omar.ofarril-diaz@schwab.com,,Salesforce
11034943,Inactive Investor,Aaron Simms,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10769167,Inactive Investor,Norman Friedman,,Cetera Financial Specialists LLC Miami FL 520 NW 165th St,norman.friedman@ceterafs.com,,Salesforce
10986937,Inactive Investor,Chase Dimiceli,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",chase.dimiceli@equitable.com,,Salesforce
10489983,,Tyler Nace,Financial Advisor,SageSpring Wealth Partners Frisco TX 2601 Network Blvd,tyler.nace@swinvestmentgroup.com,,List Import
10810266,Inactive Investor,David Ranson,Financial Advisor,Edward Jones Barrington NH 606 Franklin Pierce Hwy,david.ranson@edwardjones.com,,Salesforce
11013988,Inactive Investor,Maria Eriksen,Associate Planner;Paraplanner,LPL Financial LLC Franklin MI 30100 Telegraph Rd,maria.eriksen@lpl.com,,Salesforce
10792964,Inactive Investor,Jason Schrimsher,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Huntsville AL 116 Jefferson St S,jason.schrimsher@ubs.com,,Salesforce
10838349,Inactive Investor,John Gilling,,"Landolt Securities, Inc. Brookfield WI 16800 W Greenfield Ave",,,Salesforce
2981,,Jonathan Isler,Chief Financial Officer,"Deerfield Management Company, L.P.",jisler@deerfieldpartners.com,1-212-551-1600,Initial Salesforce Import
235335,, -,,[[Unknown]],mtegan9@gmail.com,,
10937038,Inactive Investor,Ethan Hadley,Chief Compliance Officer;Managing Member,GPWM Advisors LLC,ethan@gpwmadvisors.com,,Salesforce
11060956,Inactive Investor,Garrett Grove,Financial Planner,Edward Jones Scottsdale AZ 10733 N Frank Lloyd Wright Blvd,,,Salesforce
10911825,Inactive Investor,Eric Francis,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,eric_francis@vanguard.com,,Salesforce
10958566,Inactive Investor,David Fried,Chief Compliance Officer;Chief Executive Officer;President;Trustee,"Fried Asset Management, Inc.",david@friedassetmanagement.com,,Salesforce
11018480,Inactive Investor,Charlie Larson,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10973974,Inactive Investor,Micah White,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Ann Arbor MI 777 E Eisenhower Pkwy",micah.white@tiaa.org,,Salesforce
11184147,Inactive Investor,Anthony Passarello,Financial Advisor;Senior Vice President,Morgan Stanley New Haven CT 545 Long Wharf Dr,anthony.passarello@morganstanley.com,,Salesforce
346545,,Howard Hook,Member,Eks Associates,hhook@eksassociates.com,609-921-1016,Manual List Upload
10419328,,teo john,,,quagpham1@gmail.com,,Web Form Fillout
10489282,,Patrick Orender,"Senior Regional Leader, Vice President",PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,porender@primerica.com,214-223-3731,List Import
11218343,,Hanna Mac Namee,,,hanna.mac-namee@jpmorgan.com,,List Import
10927585,Inactive Investor,Joseph Horstmann,Financial Advisor,LPL Financial LLC Highland IL Private Residence,joe.horstmann@lpl.com,,Salesforce
10993638,Inactive Investor,April Olkiewicz,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",april.olkiewicz@nm.com,,Salesforce
10957870,Inactive Investor,Alexander Waters,,Edward Jones Bethany OK 6656 NW 39th Expy,alexander.waters@edwardjones.com,,Salesforce
11003469,Inactive Investor,David Rico Hernandez,,J.P. Morgan Securities LLC Fort Worth TX 7630 McCart Ave,david.rico-hernandez@jpmorgan.com,,Salesforce
9415775,,George and Alexandra Nichols Revocable Trust,,George Nichols,cnichols@nicholswealth.com,,List Purchase
10808840,Inactive Investor,Frank Hibbard,,"Steward Partners Investment Solutions, LLC Clearwater FL 600 Cleveland St",frank.hibbard@stewardpartners.com,,Salesforce
10661867,,Stephen King,,,sking@prairie-capital.com,,List import
11119612,Inactive Investor,Rhonda Miller,,"ValMark Securities, Inc. Deland Fl Private Residence",,,Salesforce
11044691,Inactive Investor,Ching Ho,Premier Banker,"Wells Fargo Clearing Services, LLC San Ramon CA 3111 Crow Canyon Pl",charles.ho@wellsfargo.com,,Salesforce
223659,,k k,,individual,crackmonks@yahoo.com,(555) 555-5555,medium
11019125,Inactive Investor,Lowry Reuter,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
11095378,Inactive Investor,Carolyn Baeten,,"Packerland Brokerage Services, Inc. De Pere WI 436 Main Ave",carolyn_baeten@packerlandbrokerage.com,,Salesforce
9567323,,wewushi wewushi,,,707147546@qq.com,,List import
10921008,Inactive Investor,Tory Thompson,,"Wells Fargo Advisors Financial Network, LLC Scottsdale AZ 14624 N Scottsdale Rd",,,Salesforce
10808883,Inactive Investor,Mark McCall,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Huntersville NC Private Residence,mark.mccall@morganstanley.com,,Salesforce
11039445,Inactive Investor,Zilong Cui,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 625 5th Ave S",zilong.cui@wellsfargo.com,,Salesforce
10879285,Inactive Investor,Austin Shumate,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10978976,Inactive Investor,Richard Martin,,"Farmers Financial Solutions, LLC Midlothian VA 2820 Waterford Lake Dr",rmartin@farmersagent.com,,Salesforce
219625,,Sal Caltabiano,,[Unknown],sscaltabvjc@yahoo.com,,
142044,,Reid Schmideler,,Foundations Investment Advisors Llc,rschmideler@formulafolios.com,,
11153611,Inactive Investor,George Carrick,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,george.carrick@fidelity.com,,Salesforce
11197521,Inactive Investor,Michael Carpio,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",,,Salesforce
10958111,Inactive Investor,Kory Schwan,,Kovack Securities Inc.,kory@kovacksecurities.com,,Salesforce
11004948,Inactive Investor,Marina Saldivar,,LPL Financial LLC Victoria TX 10301 NE Zac Lentz Pkwy,marina.saldivar@lpl.com,,Salesforce
11260487,Inactive Investor,Sean Kinsella,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10770323,Inactive Investor,John McColskey,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,john.mccolskey@ubs.com,,Salesforce
11165004,Inactive Investor,Andrejs Sics,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,andrejs.sics.wt1j@statefarm.com,,Salesforce
11096186,Inactive Investor,George Oschman,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,george.oschman@fidelity.com,,Salesforce
10810647,Inactive Investor,Ollin Driver,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Asheville NC 2 Town Square Blvd",randy.driver@rbc.com,,Salesforce
11221193,,Zulpikar Iskander,,,ziskander@seia.com,,List import
11193565,Inactive Investor,Kathleen Cook,,"Wells Fargo Clearing Services, LLC Royersford PA 70 Buckwalter Rd",kathleen.cook@wellsfargoadvisors.com,,Salesforce
11068577,Inactive Investor,Sandia Shih,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11110236,Inactive Investor,Dustin French,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Towson MD 2 E Joppa Rd",,,Salesforce
11187384,Inactive Investor,Aaron Lopez,,J.P. Morgan Securities LLC Orange CA 225 N Tustin St,,,Salesforce
184321,,Sobhi Baghdadi,"Financial Advisor, Financial Planner",Savant Wealth Management,sbaghdadi@savantcapital.com,(815) 227-8811,
11231531,Inactive Investor,Christy Berglund,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 12521 N Interstate 35",,,Salesforce
11054713,Inactive Investor,Simonette Austin-Taitt,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,saustintaitt@primerica.com,,Salesforce
11157763,Inactive Investor,Neil Victor,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",neil.victor@wellsfargoadvisors.com,,Salesforce
10816050,Inactive Investor,Katherine Hickney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,katherine.hickney@fidelity.com,,Salesforce
64621,,Ashley Kabalan,Chief Compliance Officer,"Independence Wealth Advisors, Llc",ashley@iwadirect.com,216-268-3888,
10826354,Inactive Investor,Steven Meyer,Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Milwaukee WI 111 E Kilbourn Ave",steven.p.meyer@wellsfargo.com,,Salesforce
10853345,Inactive Investor,Donald Coffin,Financial Advisor,LPL Financial LLC Southington CT 1 Center St,don.coffin@lpl.com,,Salesforce
11062501,Inactive Investor,Charles Smith,,PFS Investments Inc. Smithfield RI 55 Douglas Pike,charles.smith@primerica.com,,Salesforce
10925413,Inactive Investor,Mark Muecke,Chief Compliance Officer;Managing Member;President,"Mark Muecke Capital Management, LLC",mark@markmuecke.com,,Salesforce
9548774,,Emmanuel Comes,,,ecomes@americaninvestorsco.com,,List import
11067174,Inactive Investor,William Risberg,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,wiliam.risberg@ubs.com,,Salesforce
5117242,,Kane McGukin,,,kane.mcgukin@arkosglobal.com,,Web Form Fillout
10813749,Inactive Investor,Christian Jensen,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Manson WA Private Residence,cjensen@rwbaird.com,,Salesforce
11000009,Inactive Investor,Felipe Lopez,,PFS Investments Inc. Sacramento CA 2829 Watt Ave,felipe.lopez@primerica.com,,Salesforce
9609783,,Shijie Wang,,,apple138168@gmail.com,,List import
10999627,Inactive Investor,Stephanie Napoli,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
10619454,,Richard Rios,,,richard.rios@morganstanley.com,,List Import
10889082,Inactive Investor,Paul Leal,Financial Advisor,Edward Jones Plymouth WI 110 Carr Rd,paul.leal@edwardjones.com,,Salesforce
9583603,,Jonathan Harris,,,jharris@aim13.com,,List import
10994389,Inactive Investor,John Clary,,"Allstate Financial Services, LLC Hackensack NJ 203A Main St",johnclary@allstate.com,,Salesforce
9608182,,Adam Runk,,,runka@fnb-corp.com,,List import
10940589,Inactive Investor,Chad Barber,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10803357,Inactive Investor,Malia Morales,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",malia_morales@ml.com,,Salesforce
9563015,,Christopher Briggs,,,christopher.briggs@ceterawealth.com,,List import
11086196,Inactive Investor,Michael Christastie,,State Farm VP Management Corp. Mount Kisco NY 280 N Bedford Rd,mike.christastie.lnk5@statefarm.com,,Salesforce
11085106,Inactive Investor,Brendan Ganji,Chief Investment Officer;Managing Partner;Portfolio Manager,Red Night Capital LLC,,,Salesforce
11054529,Inactive Investor,Monica Adair,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
180633,,not specified Wippetywu Limited,,[Unknown],gaute@wippetywu.com,,
11161989,Inactive Investor,Maria De Quiros,Chief Compliance Officer;Managing Director;President,Summa Corp.,malu@summaholdings.com,,Salesforce
10865595,Inactive Investor,Ronnie Smithey,,LPL Financial LLC Anaheim CA 5101 E la Palma Ave,ron.smithey@lpl.com,,Salesforce
11044405,Inactive Investor,John Mebane,Associate Vice President,"Stifel, Nicolaus & Company, Incorporated Rocky Mount NC 2933 Sunset Ave",john.mebane@stifel.com,,Salesforce
11262231,Inactive Investor,Li Gong,,Youbi Capital,,8644356947,Salesforce
10488883,,Ping Yu,"Private Client Advisor, Vice President",J.P. Morgan Securities LLC Plano TX 161 W Spring Creek Pkwy,sophie.yu@jpmorgan.com,,List Import
9590731,,Joe Henry,,,jhenry@argentwm.com,,List import
11038344,Inactive Investor,Collin Clark,,USCA Securities LLC Austin TX 300 W 6th St,cclark@uscallc.com,,Salesforce
10691952,,Austin Wise,,,wisea07@gmail.com,,Web Form Fillout
11255314,Inactive Investor,Michael Stern,Portfolio Manager;Vice President,"Beech Hill Advisors, Inc",,,Salesforce
10616518,,Brian Murphy,,,brian.murphy@primerica.com,,List Import
342993,,T. Sanford,Tr Sanford Law Firm,Aspire Private Capital,trs@trsandfordlegal.com,704-237-9927,Manual List Upload
10802350,Inactive Investor,Richard Poirier,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pensacola FL 815 S Palafox St",richard.poirier@ml.com,,Salesforce
10874964,Inactive Investor,Anthony Cox,Financial Advisor,Edward Jones Clermont FL 290 Citrus Tower Blvd,anthony.cox@edwardjones.com,,Salesforce
10872556,Inactive Investor,Clara Watson-Williams,,"Voya Financial Advisors, Inc. Fairfax VA 11350 Random Hills Rd",clara.watson-williams@voyafa.com,,Salesforce
10807436,Inactive Investor,Heather Zepeda,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",heather.zepeda@nm.com,,Salesforce
9580906,,Radek Jaradek,,,jaradek@poczta.fm,,List import
10805821,Inactive Investor,Murray Bell,Financial Advisor;Retirement Plan Specialist;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,murray.bell@morganstanley.com,,Salesforce
10878743,Inactive Investor,Scott Kuchera,Financial Advisor,Edward Jones Pensacola FL 1095 E 9 Mile Rd,michael.kuchera@edwardjones.com,,Salesforce
11033479,Inactive Investor,Stephanie Otero-Santiago,,"Equitable Advisors, LLC Charlotte NC 8501 IBM Dr",,,Salesforce
11032855,Inactive Investor,Juan Zamora,,PFS Investments Inc. Rockledge FL 1217 Admiralty Blvd,juan.zamora@primerica.com,,Salesforce
10795494,Inactive Investor,Clayton George,Member;Principal;Wealth Manager,"Pacesetter Financial Group, L.L.C.",,,Salesforce
11015900,Inactive Investor,Alex Pyavka,,PFS Investments Inc. Niceville FL 111 Bailey Dr,apyavka@primerica.com,,Salesforce
10973544,Inactive Investor,Jeffrey Sapigao,,J.P. Morgan Securities LLC Torrance CA 2121 Torrance Blvd,jeffrey.sapigao@jpmorgan.com,,Salesforce
10926868,Inactive Investor,Daniel Pascone,,LPL Financial LLC Fairfield CT 3135 Easton Tpke,daniel.pascone@lpl.com,,Salesforce
11117647,Inactive Investor,Alauna Boettner,Financial Advisor,"Ameriprise Financial Services, LLC Dubuque IA 120 Bryant St",alauna.d.boettner@ampf.com,,Salesforce
333985,,Jr Hughes,Sr Vice President,Northwest Administrators Inc,jhughes@nwadmin.com,206-329-4900,Manual List Upload
9545455,,Celeste Gurule,,,celeste.gurule@lfg.com,,List import
10981393,Inactive Investor,Keegan King,Financial Analyst;Portfolio Manager,"The Legacy Financial Group, Inc.",keegan@legacyadvisor.net,,Salesforce
5004219,,Subhash Sriram,,,subhash.sriram@gmail.com,,Web form fillout
10903924,Inactive Investor,William Gabri,,"CapFinancial Securities, LLC. Sacramento CA 740 University Ave",,,Salesforce
11039893,Inactive Investor,Tijinekia Telford,Financial Advisor,"Pruco Securities, LLC. Houston TX 5615 Nw Central Dr",nekia.telford@prudential.com,,Salesforce
11129811,Inactive Investor,Suzanne Crociati,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth MA 15 Caswell Ln",suzanne.crociati@ampf.com,,Salesforce
9635975,,Alexis Bos,,,alexis.vandenbos@nwasset.com,,List import
10848133,Inactive Investor,Stephanie Mattson,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,stephanie.breuer@lpl.com,,Salesforce
10913471,Inactive Investor,Michael Thiery,,J.P. Morgan Securities LLC Kenner LA 3540 Williams Blvd,michael.thiery@chase.com,,Salesforce
10487149,,Jonathan Cott,,"Equitable Advisors, LLC",jonathan.cott@equitable.com,,List Import
11158350,Inactive Investor,Federico Bejar,Financial Advisor,Edward Jones Murrieta CA 24640 Jefferson Ave,federico.bejar@edwardjones.com,,Salesforce
11024770,Inactive Investor,Chad Bangerter,,"Allstate Financial Services, LLC Bountiful UT 48 E 400 S",chadbangerter@allstate.com,,Salesforce
10902488,Inactive Investor,Adrian Villarreal,,"Alterna Securities, Inc.",,,Salesforce
10882318,Inactive Investor,Mina Elraheb,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden Grove CA 13242 Harbor Blvd",mina.elraheb@ml.com,,Salesforce
4789418,,Uzaif Baba,,Uzaifnadeem,uzaifb14@gmail.com,03263617434,Web Form Fillout
10779694,Inactive Investor,Jin Park,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",jkpark@ml.com,,Salesforce
9548947,,Asega Ronald,,,asega.ronald@gmail.com,,List import
11058987,Inactive Investor,Mark Wallace,,LPL Financial LLC Morristown NJ 86 Washington St,,,Salesforce
9550795,,Kristina Baumann,,,baumann.kristina@principal.com,,List import
11030183,Inactive Investor,Christopher Peden,,"Ameriprise Financial Services, LLC Woodbridge VA 12848 Harbor Dr",,,Salesforce
10838165,Inactive Investor,Theresa Winter,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC El Paso TX 201 E Main Dr",theresa.winter@wellsfargoadvisors.com,,Salesforce
11219579,,Charles Sickles,,,csickles@aamlive.com,,Other
11211935,Inactive Investor,Janet Dember,,LPL Financial LLC Hamden CT 2319 Whitney Ave,janet.dember@lpl.com,,Salesforce
10981634,Inactive Investor,Taylor Guzman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
372180,,Gary Dubrow,,United States,grif429@yahoo.com,,Salesforce
571,,,,,davidmyers432@yahoo.com.hk,,
9599087,,Mckenna Girtz,,,mgirtz@wipflifinancial.com,,List import
9594982,,David Pulliam,,,dave.a.puliiam@gmail.com,,List import
10959929,Inactive Investor,Drew Tagliavini,,"The Leaders Group, Inc.",drew.tagliavini@leadersgroup.net,,Salesforce
10986131,Inactive Investor,Natalia Rodriguez,Chief Compliance Officer;Chief Executive Officer;President,Thureos Asset Management LLC,,,Salesforce
10647471,,Samuel Henderson,,,samuel.henderson@tiaa.org,,List Import
10854413,Inactive Investor,Timothy Goland,Advisor,LPL Financial LLC Topsfield MA 18 S Main St,tim.goland@lpl.com,,Salesforce
11081999,Inactive Investor,Michelle Donley Hurtack,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9556443,,Fadi Jahshan,,,fadi.jahshan@uboc.com,,List import
10902959,Inactive Investor,Marcelo Tebet Filho,Financial Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,,,Salesforce
11201985,Inactive Investor,James Winslow,Managing Partner;Partner;Senior Financial Advisor,"Arbor Trust Wealth Advisors, LLC",jwinslow@arbortrust.com,,Salesforce
9613801,,Karel Rautenbach,,,rautenk@gmail.com,,List import
9639704,,Theis Nygaard,,,tn@norlipension.dk,,List import
11232223,Inactive Investor,Peged Wende Tassembedo,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,wende.tassembedo@ubs.com,,Salesforce
10879937,Inactive Investor,Benjamin Esser,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,benjamin.esser@fidelity.com,,Salesforce
11022017,Inactive Investor,Adrian Zubek,,J.P. Morgan Securities LLC Hickory Hills IL 9540 S Roberts Rd,adrian.zubek@jpmorgan.com,,Salesforce
11231767,Inactive Investor,Scott Olson,,Fidelity Brokerage Services LLC Wayne NJ 57 State Rte 23,,,Salesforce
10865974,Inactive Investor,Melissa Eldridge,,State Farm VP Management Corp. Rome GA 415 Shorter Ave SW,melissa.storey.qukn@statefarm.com,,Salesforce
10859795,Inactive Investor,Steven Wilcox,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",,,Salesforce
10999297,Inactive Investor,David Chittenden,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11229369,Inactive Investor,Kyle Ichrist,,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",ichrist.kyle@principal.com,,Salesforce
10841567,Inactive Investor,Cynthia Lapia,,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",,,Salesforce
10848258,Inactive Investor,Shawn-Christine Adjutant,Financial Advisor,Edward Jones North Conway NH 1498 White Mountain Hwy,shawn.adjutant@edwardjones.com,,Salesforce
10973183,Inactive Investor,Harriet Adams,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11120608,Inactive Investor,Caedia Fraser,Private Client Advisor,J.P. Morgan Securities LLC South Richmond Hill NY 10348 Lefferts Blvd,caedia.fraser@jpmorgan.com,,Salesforce
10897800,Inactive Investor,Ryan Rodriguez,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,,,Salesforce
11029473,Inactive Investor,Manoj Pombra,Chief Compliance Officer,"Financial & Tax Architects, LLC",,,Salesforce
195982,,VIjay Makhija,,[Unknown],vijay@redwoodhk.com,,source
10644301,,Bhavanmit Suri,,,bsuri@williamblair.com,,List Import
10958974,Inactive Investor,Ulander Ramesar,,Citigroup Global Markets Inc. Holbrook NY 5801 Sunrise Hwy,ulander.ramesar@citi.com,,Salesforce
11179997,Inactive Investor,William Hawley,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Owensboro KY 1035 Frederica St,dahawley@rwbaird.com,,Salesforce
11006061,Inactive Investor,Kenneth Hash,,State Farm VP Management Corp. Columbus NE 3220 19th St,,,Salesforce
10871867,Inactive Investor,James Roberts,,"The Leaders Group, Inc.",,,Salesforce
10852166,Inactive Investor,Matthew Korell,,"FBL Marketing Services, LLC Miles City MT 803 Pleasant St",matthew.korell@fblfinancial.com,,Salesforce
9599572,,Eileen Stevens,,,estevens@regentatlantic.com,,List import
11185345,Inactive Investor,Katelyn Simmons,Director;Director - Relationship Management;Wealth Advisor,"Peddock Capital Advisors, LLC",ksimmons@peddock.com,,Salesforce
10988728,Inactive Investor,Aaron Wilson,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,awilson@primerica.com,,Salesforce
10770537,Inactive Investor,Jeffrey Lighthipe,,LPL Financial LLC Buckeye AZ 21390 W Cholla Trl,jeffrey.lighthipe@lpl.com,,Salesforce
341417,,Rainer Tilk,Shareholder,Cape Ann Asset Management,rtilk@capeannam.com,011-442-034438480,Manual List Upload
9590835,,James McGovern,,,jrmcgovern1959@gmail.com,,List import
10831816,Inactive Investor,Daniel O'Halloran,,"American Trust Investment Services, Inc. Chicago IL 230 W Monroe St",d.ohalloran@amtruinvest.com,,Salesforce
11103008,Inactive Investor,Nathan Nelson,Financial Advisor,Edward Jones Hudsonville MI 5805 Balsam Dr,nate.nelson@edwardjones.com,,Salesforce
124802,,Benjamin Johnson,Member,"Summit Trail Advisors, Llc",bjohnson@summittrail.com,,
144706,,christopher kill,,United States,christopherkill@gmail.com,,Organic Search
2421,,Kent Dyer,Chief Business Officer and Treasurer,Muhlenberg College Endowment,kentdyer@muhlenberg.edu, +1 484 664 3140,Database Upload
9585312,,Alison Lapoint,,,alisonlapoint007@gmail.com,,List import
10932054,Inactive Investor,Daniel Gaines,,"Farmers Financial Solutions, LLC Yuba City CA 438 Colusa Ave",,,Salesforce
374759,,Stanton Spackeen,Financial Director,Financial Directions Llc,stan@financialdirectionsllc.com,520-408-7777,Manual List Upload
10985995,Inactive Investor,Lucas Krier,Financial Services Professional,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",lkrier@financialguide.com,,Salesforce
9593783,,Shannon Wedepohl,,,swedepohl@financialengines.com,,List import
11021602,Inactive Investor,Yong Zhou,,"Sanford C. Bernstein & Co., LLC",yong.zhou@bernstein.com,,Salesforce
11157258,Inactive Investor,Christopher Clapp,,"Wells Fargo Clearing Services, LLC Phoenix AZ 12641 N Tatum Blvd",,,Salesforce
10489048,,David Alford,First Vice President,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",david.alford@raymondjames.com,214-632-7412,List Import
194319,,Christopher North,Wealth Manager,Creative Planning,north@thinkingbeyond.com,913-338-2727,
333245,,Russ Allen,,Sage Mountain,rallen@sagemountainadvisors.com,,Manual List Upload
10965453,Inactive Investor,Lauren Fries,,William Blair Charlotte NC 101 S Tryon St,lfries@williamblair.com,,Salesforce
11104259,Inactive Investor,Scott Corcoran,Chief Executive Officer;Owner;Principal,Corcoran Capital Management LLC,scott@corcorancapitalmgmt.com,,Salesforce
10995859,Inactive Investor,Daniel Peretti,,Lincoln Investment Vineland NJ 630 S Brewster Rd,dperetti@lincolninvestment.com,,Salesforce
9619163,,Billy Driscoll,,,billy@sajorcapital.com,,List import
11093731,Inactive Investor,Kenneth Kinder,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Johnsbury VT 1197 Main St",kinderk@stifel.com,,Salesforce
10972926,Inactive Investor,Franklyn Ortega,,PFS Investments Inc. Newton NJ 93 Spring St,franklyn.ortega@primerica.com,,Salesforce
10646879,,Rebecca Madden,,,rebecca.madden@lpl.com,,List Import
10774031,Inactive Investor,Martha Kerns,Portfolio Associate,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,martha.kerns@morganstanley.com,,Salesforce
9591486,,Cheryl Lehman,,,cherylehman@aol.com,,List import
10755184,Inactive Investor,Devin O'Neil,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 8500 Normandale Lake Blvd",devin.oneil@wellsfargoadvisors.com,,Salesforce
11254186,Inactive Investor,Cayden Germany,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11116037,Inactive Investor,Angel Miranda-Saenz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9601880,,Alan Feld,,,alanf@vintage-ip.com,,List import
11011677,Inactive Investor,Megan Abbott,,Edward Jones Honolulu HI 4211 Waialae Ave,megan.abbott@edwardjones.com,,Salesforce
11058618,Inactive Investor,Jaime Boet,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jaime.a.boet@jpmorgan.com,,Salesforce
10973475,Inactive Investor,Aaron Reinert,,"U.S. Bancorp Investments, Inc. Madison WI 8000 Excelsior Dr",aaron.reinert@usbank.com,,Salesforce
10815960,Inactive Investor,Russell Burton,Financial Advisor,Edward Jones Owensboro KY 2816 Veach Rd,rusty.burton@edwardjones.com,,Salesforce
10827915,Inactive Investor,Joseph Nelson,,Fidelity Brokerage Services LLC Greensboro NC 609 Green Valley Rd,joseph.nelson@fidelity.com,,Salesforce
10661746,,Benjamin Holland,,,ben@firstprinciples.group,,List Import
10936163,Inactive Investor,Wyatt Daniel,Financial Advisor,Edward Jones Durant OK 4015 W Hwy 70,wyatt.daniel@edwardjones.com,,Salesforce
9546169,,Perfecto Caparas,,,perfecto.caparas@pressenza.com,,List import
9592350,,Mitchell Pilat,,,mitchell.pilat92@gmail.com,,List import
11192646,Inactive Investor,John Shumski,Investment Advisor Representative,"Networth Asset Management, Inc Lansdale PA 159 Pinecrest Ln",dshumski@nwam.net,,Salesforce
11096532,Inactive Investor,Tariq Khan,Financial Advisor,"Wealthcare Financial Group, Inc. Bethesda MD Private Residence",tkhan@wcfingroup.com,,Salesforce
9554432,,Ade F,,,jbreak116@gmail.com,,List import
9543052,,Ethan Allen,,,ethan.allen@navoak.com,,List import
11163884,Inactive Investor,Christopher Graziano,Wealth Management Advisor;Wealth Management Associate,"World Investments, Inc. Bayonne NJ 847 Broadway",,,Salesforce
10790363,Inactive Investor,Jorge Valdes-Rodriguez,Retirement Planning Specialist,"Equitable Advisors, LLC Norwalk CT Private Residence",jorge@lifecapital-partners.com,(917) 447-6932,Salesforce
10800922,Inactive Investor,Peter McCormick,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",peter.j.mccormick@wellsfargoadvisors.com,,Salesforce
11081555,Inactive Investor,Jessica Porter,,"Osaic Wealth, Inc. Clackamas OR 10151 SE Sunnyside Rd",,,Salesforce
216116,,Sally Jilek,,"Allworth Financial, L.p.",sally.jilek@hansonmcclain.com,(972) 233-3367,
10776629,Inactive Investor,Anne Culbertson,Shareholder;Vice President,"A. N. Culbertson & Company, Inc.",,,Salesforce
10961925,Inactive Investor,Shane Reed,Financial Advisor,LPL Financial LLC Tucson AZ 6849 N Oracle Rd,shane.reed@lpl.com,,Salesforce
10781527,Inactive Investor,Daniele Conci,Director - Alternative Investments;Family Wealth Director;Global Sports and Entertainment Associate Director;International Clien,Morgan Stanley Miami FL 200 S Biscayne Blvd,daniele.conci@morganstanley.com,,Salesforce
122337,,Nate Torpey,,United States,ntorpey@gmail.com,,
11036791,Inactive Investor,Michael Defilippis,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9629584,,Gabor Agocs,,,gagocs@me.com,,List import
11127658,Inactive Investor,James Skorheim,Investment Advisor;Principal,Dorman Skorheim Wealth Management LLC,,,Salesforce
11217263,,William Matejka,,,wmatejka@lincolninvestment.com,,Other
11000104,Inactive Investor,Laura John,,"Citizens Securities, Inc. Camp Hill PA 4101 Carlisle Pike",laura.fultz@citizensbank.com,,Salesforce
9634123,,Patrick Williams,,,williams.patrick6@gmail.com,,List import
352920,,Dimitru Mihalachi,Servis,Dima,dumitru.mihalachi03@gmail.com,,Event
129175,,Howard Hudson,,Atlantis,moonshadow_50@msn.com,64211411178,
10986691,Inactive Investor,Chapin Collins,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",chapin.collins@equitable.com,,Salesforce
11085596,Inactive Investor,Perpetua Grant,,"Empower Financial Services, Inc",perpetua.grant@empower.com,,Salesforce
9622661,,Paisan Kanthang,,,pkanthang@gmail.com,,List import
10613575,,Gerard Bandini,"Financial Advisor, Senior Vice President - Wealth Management",,gerard.t.bandini@ubs.com,,List Import
10961135,Inactive Investor,Travis Lewicki,Financial Advisor;Relationship Manager,"Kris Lewicki & Associates, LLC",,,Salesforce
10392713,,GENERAL MESTRE welcome,,,generalmestre18@gmail.com,,Web Form Fillout
9621865,,Yoann Turpin,,,yoann.turpin@wintermute-trading.com,,List import
10808723,Inactive Investor,Jessica Dowell,Branch Manager,"RBC Capital Markets, LLC Germantown TN 6815 Poplar Ave",jessica.dowell@rbc.com,,Salesforce
229549,, -,,[[Unknown]],nsss.markets@gmail.com,,
11166331,Inactive Investor,Marie Dean,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",marie.l.dean@ml.com,,Salesforce
11123076,Inactive Investor,Jeffery Hebert,,LPL Financial LLC Chandler AZ 2340 W Ray Rd,jeffery.hebert@lpl.com,,Salesforce
11120171,Inactive Investor,Justin Blauvelt,,"First Command Brokerage Services, Inc. San Antonio TX 1919 Oakwell Farms Pkwy",jblauvelt@firstcommand.com,,Salesforce
10860162,Inactive Investor,Michael Dijak,,"Raymond James Financial Services, Inc. Cartersville GA Private Residence",,,Salesforce
10866705,Inactive Investor,Kevin Hogue,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",kevin.hogue@schwab.com,,Salesforce
10878055,Inactive Investor,Joshua Vela,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8945 N Meridian St",joshua.vela@ampf.com,,Salesforce
10613178,,Richard O'Connor,"Senior Financial Advisor, Vice President",,richard.oconnor@ml.com,,List Import
48687,,Justin Keeling,,"Creative Financial Designs, Inc.",justin.keeling@cfdinvestments.com,765-453-9600,
10834896,Inactive Investor,Ann Caruso,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",ann.caruso@ml.com,,Salesforce
9638547,,Ken Austin,,,kaustin@mott.org,,List import
233384,, -,,[[Unknown]],scottarbo@icloud.com,,
10816483,Inactive Investor,Michael Vulku,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Westlake OH 2035 Crocker Rd",mvulku@ampf.com,,Salesforce
10928787,Inactive Investor,Sammie Heard,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,sammie.heard@primerica.com,,Salesforce
10618401,,Maria Goebel,,,maria.goebel@ml.com,,List Import
183553,,Nupur Aggarwal,,[Unknown],nupur.aarush@gmail.com,,
10877473,Inactive Investor,Jonathan Thiel,Member,"CLP Asset Management, LLC Ooltewah TN 8032 Hampton Cove Dr",,,Salesforce
11115282,Inactive Investor,Patricia Robertson,,"Osaic Wealth, Inc. Irvine CA 9160 Irvine Center Dr",,,Salesforce
11232309,Inactive Investor,Usman Ahmed,,"Wells Fargo Clearing Services, LLC Sterling VA 21361 Epicerie Plz",,,Salesforce
9632246,,JAMES KESSI,,,jimkessi@gmail.com,,List import
9621450,,Marc Sal,,,msdm@gmx.net,,List import
11098603,Inactive Investor,Marie Antoncew,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,mantoncew@primerica.com,,Salesforce
10801808,Inactive Investor,Eamon Callahan,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",eamon_callahan@ml.com,,Salesforce
9566273,,Rohit Padmanabhan,,,rohit@lotusam.com,,List import
10763602,Inactive Investor,Mark Richmond,Financial Advisor,Advisor Resource Council Napa CA 1795 Third St,,,Salesforce
10895786,Inactive Investor,Stephen Overstreet,President,"Financial Planning Office of Stephen Overstreet, P.A.",,,Salesforce
11212947,Inactive Investor,Dmitri Kabantsev,,"American Fidelity Securities, Inc.",dmitri.kabantsev@af-group.com,,Salesforce
10766453,Inactive Investor,Jennifer Generoso,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,jennifer.l.mclaughlin@morganstanley.com,,Salesforce
11110726,Inactive Investor,Jason Crabb,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",jason.j.crabb@ampf.com,,Salesforce
9589863,,Patrick Kung,,,0323kung.cs@gmail.com,,List import
10789740,Inactive Investor,Sammie Taylor,,PFS Investments Inc. San Diego CA 6136 Mission Gorge Rd,sammie.taylor@primerica.com,,Salesforce
372017,,larry perri,,United States,nervalpoet@gmail.com,,Salesforce
10937003,Inactive Investor,Michael Roberts,,"The Strategic Financial Alliance, Inc. Gilbert AZ Private Residence",mroberts@thesfa.net,,Salesforce
11200434,Inactive Investor,Mohammad Hosseini-Nejad,President,Investment Management 911,,,Salesforce
9570360,,Paul Webber,,,paul.webber@53.com,,List import
11111750,Inactive Investor,Timothy Valen,Financial Associate,Thrivent Investment Management Inc. Rochester MN 975 34th Ave NW,timothy.valen@thrivent.com,,Salesforce
9588624,,David Nevinski,,,dnevinski@royalaa.com,,List import
11086279,Inactive Investor,Qiu Yang,,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,qiuxue.yang@opco.com,,Salesforce
3620469,,Cafe Ilana,,,mariusmikko8@gmail.com,,Web Form Fillout
10838417,Inactive Investor,Jordan Funt,Financial Advisor,"Raymond James & Associates, Inc. Palm Beach Gardens FL 3399 PGA Blvd",jordan.funt@raymondjames.com,,Salesforce
9640140,,George Tarlas,,,george.tarlas@acgnet.com,,List import
11114686,Inactive Investor,John Iborg,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
373374,,Ronald Jupiter,,[Unknown],jupeman929@gmail.com,,source
10851886,Inactive Investor,James Ostrowski,First Vice President,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",james.ostrowski@wellsfargoadvisors.com,,Salesforce
11090623,Inactive Investor,Armen Terhakopian,,J.P. Morgan Securities LLC Glendale CA 500 N Glendale Ave,armen.terhakopian@chase.com,,Salesforce
374477,,ANTHONY CARUSO,,LPL Financial,tony.caruso@lpl.com,,Event
9602550,,Jennifer Watson,,,jwatson@sigmafinancial.com,,List import
10843392,Inactive Investor,Joseph Frohna,Founding Principal;Managing Member;Portfolio Manager,"1492 Capital Management, LLC",jfrohna@1492cm.com,,Salesforce
9607687,,Craig Edwards,,,verveguy001@yahoo.com,,List import
9581261,,Thanos Pan,,,thanasis_pan@hotmail.com,,List import
10952581,Inactive Investor,Sarah Jantuah-Agyeman,,Fidelity Brokerage Services LLC,,,Salesforce
113146,,Christopher Logan,,"VALIC Financial Advisors, Inc.",christopher.logan@valic.com,866-544-4968,
10990061,Inactive Investor,Shelby Mcintyre,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,sdmcintyre@ft.newyorklife.com,,Salesforce
10967849,Inactive Investor,David Glenz,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11031686,Inactive Investor,Justin Mason,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Managing Member;President,Sequoia Wealth Management,justin@seqwealth.com,,Salesforce
11137241,Inactive Investor,Ryan Campbell,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",ryan.campbell@stifel.com,,Salesforce
198358,,Mark Deane,,[Unknown],murkeg@gmail.com,,Content
9585338,,Mahesh Silva,,,mahesh.silva@outloom.com,,List import
10897945,Inactive Investor,Mechelle Frazier,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,,,Salesforce
11213066,Inactive Investor,Jacob Masters,,Cetera Advisor Networks LLC Beltsville MD 4815 Prince Georges Ave,mastersj@ceteranetworks.com,,Salesforce
10916273,Inactive Investor,Lynne Kistenmacher,,"Raymond James & Associates, Inc. Hallandale FL 1010 S Federal Hwy",lynne.kistenmacher@raymondjames.com,,Salesforce
10824848,Inactive Investor,David Bevilaqua,,NYLIFE Securities LLC Stockton CA 3255 W March Ln,dbevilaqua@ft.newyorklife.com,,Salesforce
10789471,Inactive Investor,Wesley Kemme,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,wesley.kemme@jpmorgan.com,,Salesforce
10987143,Inactive Investor,Dajana Turner,,PFS Investments Inc. Lafayette LA 102 Asma Blvd,dajanaaaqilaturner@primerica.com,,Salesforce
10777570,Inactive Investor,Armando Espinoza,Financial Advisor;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,armando.espinoza@morganstanley.com,,Salesforce
10956226,Inactive Investor,Gregory Proechel,,"World Equity Group, Inc. Wyckoff NJ Private Residence",gproechel@weg1.com,,Salesforce
11073219,Inactive Investor,Tad Singer,Senior Wealth Advisor,WealthPLAN Partners,,,Salesforce
10909625,Inactive Investor,Nathan Thomsen,Regional Vice President;Senior Wealth Advisor,"Advisors Capital Management, LLC Cambridge MA 625 Massachusetts Ave",,,Salesforce
9626312,,Phillip Whitley,,,phlwhit@bellsouth.net,,List import
11050418,Inactive Investor,Jeanette McCormick,Investment Advisor Representative,"Williamson Legacy Group, LLC",jeanette@williamsonlegacygroup.com,,Salesforce
9643071,,Laura Steffey,,,laura.steffey@sikich.com,,List import
10884579,Inactive Investor,Khloe Karova,Financial Planner;President,Modern Capital Concepts,khloe@moderncapitalconcepts.com,,Salesforce
10432120,,roderick bedard,,,e_bedard@aol.com,,Web Form Fillout
11223016,,Nicholas Nottebohm,,,nicholas@cornerstone-ip.com,,List Import
11068253,Inactive Investor,Neil Brown,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",neil.s.brown@bofa.com,,Salesforce
10919090,Inactive Investor,Stephen Niezgoda,,"Cambridge Investment Research, Inc. Rochester MI 950 W University Dr",s.niezgoda@cambridgesecure.com,,Salesforce
10872561,Inactive Investor,Michelle McCabe,,"Stifel, Nicolaus & Company, Incorporated Plymouth MA 18 Main Street Ext",scrawford.hill@stifel.com,,Salesforce
10883147,Inactive Investor,Reynaldo Bencomo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10920924,Inactive Investor,Charles Deason,,William Blair Charlotte NC 101 S Tryon St,cdeason@williamblair.com,,Salesforce
11046236,Inactive Investor,Andrea Fisher,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Colchester VT 105 Westview Rd,andrea.fisher@morganstanley.com,,Salesforce
10831625,Inactive Investor,Cara James,Chief Risk Officer;Director,Arvest Wealth Management Lowell AR 921 W Monroe Ave,cjames@arvest.com,,Salesforce
11004673,Inactive Investor,John Taylor,,"First Command Brokerage Services, Inc. Woodbridge VA 13625 Office Pl",jetaylor@firstcommand.com,,Salesforce
9584872,,Kevin Brown,Financial Advisor,Insight Wealth Partners,kevin.brown@insightwp.com,972-543-4800,List import
10793889,Inactive Investor,Matthew Jachimiak,Chief Investment Officer;Managing Member;Partner,Maslow Wealth Advisors,,,Salesforce
10859644,Inactive Investor,Gerald Brandman,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11030195,Inactive Investor,Benjamin Kraml,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",benjamin.kraml@nm.com,,Salesforce
11054587,Inactive Investor,Carlos Molina,Financial Advisor;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,carlos.m.molina@morganstanley.com,,Salesforce
11164373,Inactive Investor,Nicholas Clark,,LPL Financial LLC Duluth MN 331 W Superior St,nick.clark@lpl.com,,Salesforce
9614839,,DANA BEAMAN,,,beamand@msu.edu,,List import
244181,,Meghan McCartan,Managing Dir Marketing,Hightower Advisors,mmccartan@hightoweradvisors.com,19083709498,Manual List Upload
11196353,Inactive Investor,Amanda Tice,,State Farm VP Management Corp. Wilmington DE 501 Silverside Rd,,,Salesforce
10949538,Inactive Investor,Katrina Corrie,,"Farmers Financial Solutions, LLC Peru IL 2425 4th St",kcorrie@farmersagent.com,,Salesforce
10950298,Inactive Investor,Robert Morey,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,robert.morey@fmr.com,,Salesforce
11216886,,Daniel Flax,,,dflax@nb.com,,Other
227103,, -,,[[Unknown]],rlgconglomerate@gmail.com,,
10919196,Inactive Investor,Shuyun Zheng,,Evercore Group L.L.C.,,,Salesforce
11123370,Inactive Investor,Linda Fox,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,linda_fox@vanguard.com,,Salesforce
10801941,Inactive Investor,Patrick Baumann,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",patrick.baumann@wellsfargoadvisors.com,,Salesforce
11066083,Inactive Investor,Shari Barnett,Administration Manager;Complex Assistant Manager;Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",shari.barnett@rbc.com,,Salesforce
11075744,Inactive Investor,Joana Souza,,BNY Mellon Securities Corporation Boston MA 201 Washington St,joana.souza@bnymellon.com,,Salesforce
11067874,Inactive Investor,George Kimball,Chief Compliance Officer;Principal;Senior Portfolio Manager,Needham Advisory Corporation,gkimball@needhamadvisory.com,,Salesforce
11118444,Inactive Investor,Matthew Siegel,Financial Advisor;Managing Principal,Commonwealth Financial Network Marlton NJ 701 Rte 73 N,msiegel@commonwealth.com,,Salesforce
11121033,Inactive Investor,Benjamin Oberfeld,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",ben.oberfeld@ml.com,,Salesforce
10847076,Inactive Investor,John Finkbone,Associate Vice President;Financial Advisor,Morgan Stanley Bowling Green KY 563 Hub Blvd,bryan.finkbone@morganstanley.com,,Salesforce
11175902,Inactive Investor,Dane Webb,Financial Advisor,"Raymond James & Associates, Inc. Spring TX 1780 Hughes Landng Blvd",dane.webb@raymondjames.com,,Salesforce
11000167,Inactive Investor,Nolan Gladieux,Senior Director - Investments,Corient Columbus OH 1801 Watermark Dr,nolan.gladieux@corient.com,,Salesforce
11064959,Inactive Investor,Bradley Richter,,J.P. Morgan Securities LLC Hartland WI 3201 Village Square Dr,bradley.r.richter@jpmorgan.com,,Salesforce
10615477,,Paul Comas,"Financial Advisor, International Client Advisor, Vice President",,paul.comas@morganstanley.com,,List Import
9612420,,Richard Kolb,,,rkolb@integryswealth.com,,List import
11155076,Inactive Investor,Kristopher Spraker,,Jefferies LLC,kspraker@jefferies.com,,Salesforce
11005264,Inactive Investor,Ciara Gibbs,Financial Professional,"Equitable Advisors, LLC Baton Rouge LA 4242 Harding Blvd",ciara.gibbs@equitable.com,,Salesforce
9600726,,Taneka Lawrence,,,tlawrence@polencapital.com,,List import
11171002,Inactive Investor,Alex Levy,,Cetera Advisor Networks LLC Sylvania OH 5800 Monroe St,,,Salesforce
10773979,Inactive Investor,Donald Callaghan,Chief Compliance Officer;Co-Founder;Managing Partner,Global Strategic Investment Solutions,dcallaghan@gsisus.com,,Salesforce
11133857,Inactive Investor,Rebecca Hood,Specialist,BNY Mellon Securities Corporation Pittsburgh PA 500 Grant St,rebecca.hood@bnymellon.com,,Salesforce
9466607,,Sameh Galal,,Sameh Galal,sameh.galal@gmail.com,,source
9605739,,MUKUL SINGH,,,mukulps@gmail.com,,List import
11117369,Inactive Investor,Silvana Bolivar,Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,silvana.bolivar@jpmorgan.com,,Salesforce
9569355,,MAXIMILIANO Sirera,,,msirera@gmail.com,,List import
346409,,Nicholas Paumgarten,Founder,Corsair Capital Llc,npaumgarten@corsair-capital.com,212-224-9400,Manual List Upload
11018079,Inactive Investor,Roger Dishong,,"Concourse Financial Group Securities, Inc. Hartville OH 1221 W Maple St",roger.dishong@concoursefinancial.com,,Salesforce
10943674,Inactive Investor,Celes Walters,,Aegis Capital Corp.,cwalters@aegiscap.com,,Salesforce
179539,,Jane Ye,"Fund Manager, China Equity",[Unknown],jane_ye@smd-am.co.jp, +852 2521 8883,Database Upload
9609473,,George Gardner,,,gardneriv@hotmail.com,,List import
11182908,Inactive Investor,Keith Chen,,PFS Investments Inc. Milford CT 60 Wellington Rd,keith.chen@primerica.com,,Salesforce
11015902,Inactive Investor,Benjamin Turman,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",benjamin.turman@equitable.com,,Salesforce
9602325,,Hans Müller,,,moonduck09@gmail.com,,List import
374637,,WALTER FLETCHER,,[Unknown],wfletcher@summitfn.com,(856) 795-0101 x113,Event
9572396,,Barry Papo,,,4barrypapo@gmail.com,,List import
11062582,Inactive Investor,Lindsey Chidester,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10814269,Inactive Investor,Andrew Heller,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,andy.heller@ubs.com,,Salesforce
10772602,Inactive Investor,Dennis McNamee,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",dennis_mcnamee@ml.com,,Salesforce
9566568,,Chia How Ng,,,max.chiahow@gmail.com,,List import
10910127,Inactive Investor,JuliAnna Roberto,,LPL Financial LLC Burlington MA 25 Mall Rd,ulkar.roberto@lpl.com,,Salesforce
10836812,Inactive Investor,Sandra Peters,Associate Vice President - Investments,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",sandra.peters@raymondjames.com,,Salesforce
5406,, -,,[[Unknown]],hedgetamer@gmail.com,,Initial Salesforce Import
10938363,Inactive Investor,Alix Storrer,,"Wells Fargo Clearing Services, LLC Jackson WY 50 Buffalo Way",,,Salesforce
346269,,Stephen Madsen,Director,"Monomoy Capital Management, L.p.",smadsen@mcpfunds.com,212-225-9370,Manual List Upload
10905029,Inactive Investor,Jacqueline Tregortha,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1400 American Blvd",,,Salesforce
11050069,Inactive Investor,Elizabeth Griffiths,Chief Compliance Officer;Managing Member,Intera Financial Planners LLC,,,Salesforce
9631336,,Ian Singer,,,isinger16@gmail.com,,List import
9554358,,Sean Wilder,,,swilder@bvlp.com,,List import
239251,,Chastain Black,,[Unknown],brownsugar_365@yahoo.com,,source
11115458,Inactive Investor,Noah Anzaldua,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11113458,Inactive Investor,Brittany Vollmar,Client Relationship Consultant,Lincoln Investment Carmel IN 111 Congressional Blvd,bvollmar@lincolninvestment.com,,Salesforce
9548330,,Scott Akins,,,scott.a@freestonecapital.com,,List import
11123394,Inactive Investor,Ricardo Mercedes,,J.P. Morgan Securities LLC New York NY 633 3rd Ave,ricardo.a.mercedes@jpmorgan.com,,Salesforce
11041306,Inactive Investor,Chris Plechy,,"The Investment Center, Inc. Montville NJ 350 Main Rd",cplechy@investmentctr.com,,Salesforce
10752926,Inactive Investor,Harry Pilson,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",harry.pilson@truist.com,,Salesforce
10510280,,George Acheampong,"Founder, CEO",Melanin Money,george@capitalwize.co,,List Import
9549349,,Stan Fedorenko,,,sfedorenko@centerbridge.com,,List import
10896697,Inactive Investor,Victor Borowsky,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",victor.borowsky@nm.com,,Salesforce
10847539,Inactive Investor,Coralee Branson,Secretary,Branson Frank A Inc,,,Salesforce
693,,,,,butterfl176@sohu.com,,
11040223,Inactive Investor,John Garland,Director;President,Garland Capital Management Inc Bellevue WA 800 Bellevue Way NE,johngarland@garlandcapital.com,,Salesforce
10788430,Inactive Investor,Robert McEwan,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",robert.mcewan@raymondjames.com,,Salesforce
11076890,Inactive Investor,Gregory Hansen,,Country Capital Management Company Loves Park IL 4087 N Perryville Rd,greg.hansen@countryfinancial.com,,Salesforce
10858508,Inactive Investor,Mark Brisson,,"Next Financial Group, Inc. Manhattan Beach CA 111 N Sepulveda Blvd",,,Salesforce
10815333,Inactive Investor,Michael Mahnke,Operations Manager;Practice Associate,"Ameriprise Financial Services, LLC Toledo OH 2244 Centennial Rd",mmahnke@ampf.com,,Salesforce
10771035,Inactive Investor,John Alex,Corporate Stock Benefit Consultant;Financial Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.a.alex@ubs.com,,Salesforce
5758691,,Ramona Perkins,,,sojoso4790@paxven.com,,Web Form Fillout
10973517,Inactive Investor,Christian Rodriguez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Miami FL 18415 S Dixie Hwy,,,Salesforce
169908,,gerald ringer,,[Unknown],geraldjringer@yahoo.com,,
346718,,Robert Kramer,Managing Member,Off Road Capital Management Llc,rkramer@offroadcapitalpartners.com,212-870-6232,Manual List Upload
11116637,Inactive Investor,Hunter Medlen,Financial Advisor,"Pruco Securities, LLC. Baton Rouge LA 3054 Monterrey Dr",hunter.medlen@prudential.com,,Salesforce
9596349,,Meredith Pflug,,,meredith@azaleacapital.com,,List import
11117895,Inactive Investor,Norman Nakamura,Financial Advisor;Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",norman.nakamura@rbc.com,,Salesforce
10845224,Inactive Investor,Amy Bowman,,State Farm VP Management Corp. Beaufort SC 1284 Ribaut Rd,amybowman@statefarm.com,,Salesforce
11053272,Inactive Investor,Karen Redenbaugh-White,,State Farm VP Management Corp.,karen.redenbaugh.jw95@statefarm.com,,Salesforce
10758575,Inactive Investor,Angela Spurling,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",angela_spurling@ml.com,,Salesforce
11083719,Inactive Investor,Wallace Jeffery,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",garner_jeffery@ml.com,,Salesforce
10899320,Inactive Investor,Melinda Tuia,Investment Advisor Representative;Member;Senior Accountant,Jordan Wealth Management,,,Salesforce
11261289,Inactive Investor,Marcus Harding,Research Assistant,Stillwater Investing,marcus@stillwaterinvesting.com,,Salesforce
11112640,Inactive Investor,Huy Nguyen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10790421,Inactive Investor,John Stever,Financial Advisor,Edward Jones Fairfield IA 108 S Court St,,,Salesforce
10896240,Inactive Investor,Brandy Hensley,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",bhensley@tiaa-cref.org,,Salesforce
11051260,Inactive Investor,Douglas Simms,,Huntleigh Securities Corporation Saint Louis MO 3636 S Geyer Rd,,,Salesforce
10928983,Inactive Investor,Brian Edwards,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11259945,Inactive Investor,Eugenio Meza,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",eugenio.meza@prudential.com,,Salesforce
11135377,Inactive Investor,Chris Heintz,Chief Compliance Officer;Managing Partner,Perennial,cheintz@perennial.com,,Salesforce
11187623,Inactive Investor,Christopher Nichols,,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",christopher.nichols@ampf.com,,Salesforce
9614533,,Tim Quarnstrom,,,tquarn@mac.com,,List import
11058657,Inactive Investor,Monty Hatcher,,"Raymond James Financial Services, Inc. Sevierville TN 111 E Main St",monty.hatcher@raymondjames.com,,Salesforce
10796363,Inactive Investor,Stacy Fisher,Trustee,"Fisher & Wiens Wealth Management, LLC",stacy@fisherandwiens.com,,Salesforce
339043,,Charles Castine,Executive Officer,"Gennx360 Management Company, Llc",ccastine@gennx360.com,212-257-6782,Manual List Upload
11053491,Inactive Investor,John Burns,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member;Owner;Wealth Planning Consultant,Oakview Wealth Solutions LLC,stanton@oakviewwealth.biz,,Salesforce
9809255,,Linda Mongold,,,lbybee1962@aol.com,,Web Form Fillout
10756527,Inactive Investor,Stephen Lawless,Executive Director - Wealth Management;Financial Advisor;Financial Planning Specialist,Morgan Stanley Melville NY 58 S Service Rd,stephen.f.lawless@morganstanley.com,,Salesforce
9610753,,Robert Morette,,,bob.morette@gmail.com,,List import
9638280,,Jeffrey Johnson,,,jjohnson5@fairfield.edu,,List import
1003415,Inactive Investor,Keith Walter,,University of Delaware,investments@udel.edu,,3rd Party Lead Gen
9647618,,Gina Gendrey,,,ggendrey@ft.newyorklife.com,,List import
10846412,Inactive Investor,Eric Johnson,,"Truist Investment Services, Inc. Austin TX 611 W 5th St",eric.johnson@truist.com,,Salesforce
10947326,Inactive Investor,Alyssa Holgate,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",alyssa.holgate@tfaconnect.com,,Salesforce
11061500,Inactive Investor,Jennifer Richardson,Vice President,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,jennifer.richardson@jpmorgan.com,,Salesforce
11133226,Inactive Investor,Tyler Kjesbo,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",tyler.kjesbo@wfadvisors.com,,Salesforce
10777563,Inactive Investor,Melissa Cross,Wealth Management Associate,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,melissa.cross@ubs.com,,Salesforce
11041953,Inactive Investor,Marco Awad,,J.P. Morgan Securities LLC Boca Raton FL 8851 Glades Rd,marco.awad@jpmorgan.com,,Salesforce
11080915,Inactive Investor,Olivier Martinez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",olivier.p.martinez@ml.com,,Salesforce
11111420,Inactive Investor,Tyler Ray,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11239204,Inactive Investor,Randy Ramos,,LPL Financial LLC,randy.ramos@lpl.com,,Salesforce
10603663,,Avi Berg,Chief Investment Officer,Satovsky Asset Management LLC,avi@satovsky.com,,List Import
10949105,Inactive Investor,Michelle Little,,Fidelity Brokerage Services LLC,,,Salesforce
11018314,Inactive Investor,Christopher Cagadas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1375 E Woodfield Rd",,,Salesforce
10828338,Inactive Investor,Rachelle Picard,Client Associate,UBS Financial Services Inc. Lafayette LA 900 E Saint Mary Blvd,,,Salesforce
10951323,Inactive Investor,Alan Epperson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",alan.epperson@bofa.com,,Salesforce
11147441,Inactive Investor,Kevin Tigges,,"Empower Financial Services, Inc Hunt Valley MD 50 Schilling Rd",kevin.tigges@empower.com,,Salesforce
11222152,,Benjamin Lavine,,,benjamin.lavine@freedomadvisors.com,,List Import
10661439,,Alzena Saleem,,,asaleem@galariacapital.com,,List Import
11057318,Inactive Investor,Christopher Spiro,,PFS Investments Inc. Danbury CT 6 Berkshire Pl,christopher.spiro@primerica.com,,Salesforce
10753425,Inactive Investor,Garrett Miller,Financial Planning Assistant,"Ameriprise Financial Services, LLC Saint Cloud MN 1765 Roosevelt Rd",garrett.e.miller@ampf.com,,Salesforce
10859021,Inactive Investor,Michael Castiello,Chief Compliance Officer,Principle Wealth,mcastiello@principlewealthpartners.com,,Salesforce
11234155,Inactive Investor,Tinofara Majoni,,Evercore Group L.L.C.,,,Salesforce
218759,,Francesco Mazzei,,[Unknown],francescomazz@gmail.com,,Direct
10871848,Inactive Investor,Zeonia Christy,,"First Heartland Capital, Inc.",zchristy@firstheartland.com,,Salesforce
11147505,Inactive Investor,Samuel Mayne,Registered Associate,"RBC Capital Markets, LLC Cincinnati OH 2135 Dana Ave",sam.mayne@rbc.com,,Salesforce
11228956,Inactive Investor,Colten Orton,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11210792,Inactive Investor,Brenda Seligmann,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",brenda.seligmann@truist.com,,Salesforce
10913352,Inactive Investor,Daniel Anderson,,"Raymond James Financial Services, Inc. Seymour IN 125 S Chestnut St",dan.anderson@raymondjames.com,,Salesforce
10948977,Inactive Investor,Shreeti Kapa,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10618427,,James Myczek,,,james.myczek@tiaa.org,,List Import
11194747,Inactive Investor,Rebecca Rivera,,"Capital Investment Group, Inc. Greenville SC 301 Augusta St",rrivera@capital-invest.com,,Salesforce
11009699,Inactive Investor,Michael Kenny,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,michael.kenny@primerica.com,,Salesforce
11208097,Inactive Investor,Michael Scattergood,,"Allstate Financial Services, LLC Bowling Green KY 950 US 31W Byp",michaelscattergood@allstate.com,,Salesforce
11164482,Inactive Investor,Marilyn Butler,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",marilyn_r_butler@ml.com,,Salesforce
10967892,Inactive Investor,Jesse Goertzen,,"First Command Brokerage Services, Inc. Minot ND 24 1st St NE",,,Salesforce
11193249,Inactive Investor,John Lombardi,District Leader,PFS Investments Inc. Hamden CT 105 Sanford St,john.lombardi@primerica.com,,Salesforce
10763988,Inactive Investor,David Goldner,Managing Partner;Member;Partner,GGM Wealth Advisors,dgoldner@gma-cpa.com,,Salesforce
10755705,Inactive Investor,Robert Pascale,Financial Advisor,Edward Jones Wethersfield CT 1331 Silas Deane Hwy,rob.pascale@edwardjones.com,,Salesforce
11144599,Inactive Investor,Robert Hardin,,"Osaic Institutions, Inc. Morehead City NC 137 Nc Hwy 24",rhardin@infinexgroup.com,,Salesforce
11162230,Inactive Investor,Jared Devon,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11005894,Inactive Investor,Nicholas Tatro,,State Farm VP Management Corp.,,,Salesforce
9544231,,James Glass,,,jglass@massmutual.com,,List import
10883254,Inactive Investor,Michael White,Chief Compliance Officer;Member,"White Wealth Managers, LLC",,,Salesforce
10758398,Inactive Investor,Joe Park,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,joe.park@fidelity.com,,Salesforce
10883848,Inactive Investor,Jeffrey Lensing,Planning Analyst,"Ameriprise Financial Services, LLC Andover MN Private Residence",jeffrey.j.lensing@ampf.com,,Salesforce
10931532,Inactive Investor,David Weis,Financial Advisor,"CUSO Financial Services, L.P.",david.weis@cusonet.com,,Salesforce
10847097,Inactive Investor,Robert Guelich,Vice President,"Guelich Capital Management, LLC",steve@guelichcapital.com,,Salesforce
10866623,Inactive Investor,Brian Ernest,,"Raymond James Financial Services, Inc. Severna Park MD 645 Baltimore Annapolis Blvd",brian.ernest@raymondjames.com,,Salesforce
9612523,,Thomas Hines,,,thomas.hines@goodharborfinancial.com,,List import
9633921,,Todd Quigley,,,tcquigley@yahoo.com,,List import
11022237,Inactive Investor,James Burt,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",james.burt@wellsfargoadvisors.com,,Salesforce
10933738,Inactive Investor,Randall Stallings,Client Specialist,Robert W. Baird & Co. Incorporated Alpharetta GA 555 N Point Ctr E,rstallings@rwbaird.com,,Salesforce
10877667,Inactive Investor,Anthony Valle,Senior Client Associate,"Wells Fargo Clearing Services, LLC Palo Alto CA 400 Hamilton Ave",anthony.valle@wellsfargo.com,,Salesforce
10809503,Inactive Investor,David Frommer,,"Carter, Terry & Company, Inc.",,,Salesforce
11028879,Inactive Investor,Cole Cunningham,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",cole.t.cunningham@nm.com,,Salesforce
10847161,Inactive Investor,Jason Cagwin,,B. Riley Wealth Management Tampa FL 201 E Kennedy Blvd,,,Salesforce
11075888,Inactive Investor,Joshua Knauss,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,OMNIWEALTH Investments LLC,,,Salesforce
9647042,,Shelley Rae,,,spearce@rwbaird.com,,List import
10848424,Inactive Investor,Ashley Matthews,Financial Advisor,Edward Jones Leawood KS 8700 State Line Rd,ashley.hill@edwardjones.com,,Salesforce
10843914,Inactive Investor,Ryan Mcneilly,Member;Partner,"INVESCO, LLC",ryan@invescollc.com,,Salesforce
9607064,,Tim Jack,,,fomirobi@mymailbest.com,,List import
10754742,Inactive Investor,Augustin Parra,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,guillermo.parra@fidelity.com,,Salesforce
9558610,,Herb RICHTER,,,herbertarichter@gmail.com,,List import
10976162,Inactive Investor,Riley Knake,,Cetera Advisor Networks LLC Norfolk NE 314 N 5th St,,,Salesforce
11109314,Inactive Investor,Gene McIlvoy,,"Northwestern Mutual Investment Services, LLC Jonesboro AR 3500 E Johnson Ave",gene.mcilvoy.iii@nm.com,,Salesforce
10755743,Inactive Investor,Shelley Toy,Financial Advisor,Morgan Stanley Honolulu HI 733 Bishop St,shelley.toy@morganstanley.com,,Salesforce
11164418,Inactive Investor,Andrew Shuldheisz,,"Larson Financial Securities, LLC",,,Salesforce
10942647,Inactive Investor,Lauren Hogan,,J.P. Morgan Securities LLC,,,Salesforce
10849823,Inactive Investor,William Elson,Partner,Legacy Financial Group,bill@lfgplanners.com,,Salesforce
11111774,Inactive Investor,Biniam Woldegiorgis,,Fidelity Brokerage Services LLC,,,Salesforce
11078745,Inactive Investor,Adonis Mateo,,J.P. Morgan Securities LLC Oceanside CA 1040 Mission Ave,adonis.mateo@jpmorgan.com,,Salesforce
11077475,Inactive Investor,John Bitting,Specialist,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",john.bitting@schwab.com,,Salesforce
11181756,Inactive Investor,Douglas Dyakon,Director;Portfolio Management Associate;Vice President,Morgan Stanley Los Angeles CA 444 S Flower St,douglas.dyakon@morganstanley.com,,Salesforce
9554295,,Lisa Burnam,,,lisa.burnam@myavantax.com,,List import
10899155,Inactive Investor,Nicholas Walker,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10887583,Inactive Investor,James Byrne,,"Stoever, Glass & Company Inc. Boca Raton FL 225 NE Mizner Blvd",jbyrne@stoeverglass.com,,Salesforce
9555861,,Nguyen Trong Nhan,,,nhannt142@gmail.com,,List import
10860223,Inactive Investor,Elizabeth Verhelle,Financial Advisor,Edward Jones Annapolis MD 1410 Forest Dr,liz.verhelle@edwardjones.com,,Salesforce
10506010,,Curtis Whitaker,SVP,FHN Financial,curtis.whitaker@fhnfinancial.com,404-307-3883,List import
11094313,Inactive Investor,Carol Lupo,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cherry Hill NJ 457 Haddonfield Rd",carol.lupo@wfafinet.com,,Salesforce
5361319,,Joe S Lglesias,,,joesiglesias@replicacards.com,,Web Form Fillout
11007180,Inactive Investor,Bevonna Trail,,PFS Investments Inc. Duluth GA 6470 E Johns Xing,bevonna.trail@primerica.com,,Salesforce
10996842,Inactive Investor,Myriam Cisse,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,myriam.cisse@jpmorgan.com,,Salesforce
10803547,Inactive Investor,Tetyana Kucherska,Regional Vice President,PFS Investments Inc. Holbrook NY 4250 Veterans Memorial Hwy,tetyana.kucherska@primerica.com,,Salesforce
11019237,Inactive Investor,Jake Adis,,"Northwestern Mutual Investment Services, LLC Fort Collins CO 3665 John F Kennedy Pkwy",jake.adis@nm.com,,Salesforce
11050104,Inactive Investor,Stephanie Wang,,"RBC Capital Markets, LLC",,,Salesforce
10868269,Inactive Investor,Michael Papa,,"Osaic Wealth, Inc. Colorado Springs CO 101 N Cascade Ave",,,Salesforce
10884363,Inactive Investor,Herald Podger,,"City National Securities, Inc. San Francisco CA 150 California St",heraldpodger@cnb.com,,Salesforce
374415,,Murray Alter,Partner,Eisneramper Wealth Management & Corporate Benefits,,908-429-0025,Manual List Upload
10998353,Inactive Investor,Joy Todosichuk,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,,,Salesforce
10696131,,Stephan Von Hartenstein,,MFS Investment Management,svonhartenstein@mfs.com,,List Import
10907002,Inactive Investor,Gregory Shaw,Wealth Manager,"Granite Harbor Advisors, Inc.",gregory.shaw@graniteharboradvisors.com,,Salesforce
11027752,Inactive Investor,Robert Kollar,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Chesterton IN 751 E Porter Ave",bob.kollar@benjaminfedwards.com,,Salesforce
10773659,Inactive Investor,Cesar Peralta,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",cesar.peralta@ml.com,,Salesforce
11107401,Inactive Investor,Robert Bishop,Wealth Advisor,"Osaic Wealth, Inc. Farmington CT 10 Talcott Notch Rd",,,Salesforce
9563758,,Steven Martin,,,smartin@forumfin.com,,List import
10885685,Inactive Investor,Paul Benson,Financial Advisor,"Raymond James & Associates, Inc. Plymouth MI 505 S Main St",paul.j.benson@raymondjames.com,,Salesforce
9602955,,Jacob Haynes,,,jacob.haynes@clsinvest.com,,List import
11231317,Inactive Investor,Byron Huff,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,,,Salesforce
221526,,Andrew Stauff,,"MML Investors Services, LLC",astauff@financialguide.com,612-333-1413,
11194056,Inactive Investor,Jeffrey Harrington,,NYLIFE Securities LLC Spokane WA 528 E Spokane Falls Blvd,jeff@ft.newyorklife.com,,Salesforce
10819330,Inactive Investor,Edward Hempstead,Financial Representative,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",ed.hempstead@nm.com,,Salesforce
11084762,Inactive Investor,Ronald Barnette,Financial Advisor,"CUSO Financial Services, L.P. Portland OR 12005 NE Erin Way",,,Salesforce
10900431,Inactive Investor,Sonia Hernandez,,J.P. Morgan Securities LLC Indianapolis IN 1420 W Southport Rd,sonia.hernandez@jpmorgan.com,,Salesforce
1004428,Inactive Investor,Michael Mathis,Associate,Michael Mathis,michael.mathis@surveyor-capital.com, +1 646 403 8200,3rd Party Lead Gen
10825049,Inactive Investor,John Vandervoorn,Wealth Advisor,HighPoint Planning Partners Geneva IL 115 Campbell St,,,Salesforce
10920033,Inactive Investor,Daniel Breton,,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",dan.breton@nm.com,,Salesforce
9639711,,Nick Cicero,,,nick@freestonecapital.com,,List Import
11130078,Inactive Investor,Connor Hutchison,Wealth Management Advisor,Croak Capital,chutchison@croakcapital.com,,Salesforce
10868777,Inactive Investor,Brian Zimmerman,,"Allstate Financial Services, LLC Pennsville NJ 1 Carroll Ave",bzimmermann@allstate.com,,Salesforce
11095191,Inactive Investor,Kris Alvey,Senior Investment Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",kris.alvey@rbc.com,,Salesforce
199816,,Mark Peterson,,[Unknown],mjpetee@gmail.com,,source
11018902,Inactive Investor,Michael Nguyen,,Innovation Partners LLC,mnguyen@innovationpartnersllc.com,,Salesforce
11218386,,Charlotte Roberts,,,charlotte.roberts@jpmorgan.com,,List Import
11175809,Inactive Investor,Amy Lippiello,,"Raymond James Financial Services, Inc. Jupiter FL 900 E Indiantown Rd",,,Salesforce
11076336,Inactive Investor,Jeffrey Stover,Financial Advisor,Edward Jones Hershey PA 9 Briarcrest Sq,jeffrey.stover@edwardjones.com,,Salesforce
11229974,Inactive Investor,Jaque Haygood,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,jrhaygood@ft.newyorklife.com,,Salesforce
11012247,Inactive Investor,Jonathan London,,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",,,Salesforce
9575857,,Stephen Johns,,,stephen.johns@valic.com,,List import
11006090,Inactive Investor,Logan Fields,,NYLIFE Securities LLC Wyoming MI 1850 44th St SW,lfields@eaglestrategies.com,,Salesforce
46765,,Marcus Anderson,Financial Consultant,Thrivent Investment Management Inc.,marcus.anderson@thrivent.com,320-266-5085,
10784786,Inactive Investor,Kenneth Price,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",kenneth_price@ml.com,,Salesforce
10902213,Inactive Investor,Christopher Zino,Financial Advisor,Edward Jones Indian Trail NC 301 Post Office Dr,christopher.zino@edwardjones.com,,Salesforce
11023063,Inactive Investor,Nancy Ornduff,,"Empower Financial Services, Inc Columbia SC 200 Arbor Lake Dr",nancy.ornduff@gwrs.com,,Salesforce
11092517,Inactive Investor,Phillip Ruhe,Financial Advisor,Robert W. Baird & Co. Incorporated Jasper IN 690 W 2nd St,pruhe@rwbaird.com,,Salesforce
10863535,Inactive Investor,Cheryl Norman,,"Cambridge Investment Research, Inc. Cleveland OH 9680 Sweet Valley Dr",,,Salesforce
10596415,,Timothy Carlson,,,timothy.carlson@lpl.com,,Web Form Fillout
9629804,,bertan ycl,,,smaakversterker@gmail.com,,List import
10807849,Inactive Investor,Charles Zitner,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",charles.x.zitner@ampf.com,,Salesforce
11107719,Inactive Investor,Forrest Means,Investment Advisor Representative,Cross State Financial Group LLC Citrus Heights CA Private Residence,forrest@crossstatefinancial.com,,Salesforce
11020825,Inactive Investor,Jaylah Ibanez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11118247,Inactive Investor,Michael Roy,,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",,,Salesforce
11054959,Inactive Investor,Sheila Vandre Flanagan,,Fidelity Brokerage Services LLC,,,Salesforce
11263518,,Bongani Gubudela,,,gububongani@gmail.com,,Web Form Fillout
11057366,Inactive Investor,Susan Mitcheltree,,"Kestra Investment Services, LLC Lutherville Timonium MD 9690 Deereco Rd",,,Salesforce
10760994,Inactive Investor,Thomas Mergner,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,thomas.s.mergner@morganstanley.com,,Salesforce
224741,,Geoffrey Schmitz,,[Unknown],geoffrey.schmitz@gmail.com,,
11089237,Inactive Investor,Douglas Curtis,Financial Advisor,Edward Jones Rockland ME 315 Main St,doug.curtis@edwardjones.com,,Salesforce
11154582,Inactive Investor,Mary Jablonski,,State Farm VP Management Corp. San Antonio TX 3111 Tpc Pkwy,,,Salesforce
10818114,Inactive Investor,Leon Love,,"Wells Fargo Clearing Services, LLC Cumming GA 106 W Maple St",,,Salesforce
11200877,Inactive Investor,Donald Lilly,,"Osaic Wealth, Inc. Salem VA 2820 Keagy Rd",,,Salesforce
10964743,Inactive Investor,James Collins,,"Kingswood Capital Partners, LLC New York NY 50 Rockefeller Plz",,,Salesforce
10811720,Inactive Investor,Lisa Abramson,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",morrisl@stifel.com,,Salesforce
249101,,Susan Knight,"Senior Consultant, Vice President",Merrill Lynch Wealth Management,susi2401@gmail.com,,Manual List Upload
10942220,Inactive Investor,Brandon Costanzo,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",brandon.costanzo@nm.com,,Salesforce
212164,,DINO TORI,,[Unknown],dinotori@gmail.com,,Direct
9551559,,Phil Jacobson,,,pjacobson@sfpdenver.com,,List import
10899382,Inactive Investor,Rosie Pena,,"U.S. Bancorp Investments, Inc. Diamond Bar CA 1175 Grand Ave",rosie.pena@usbank.com,,Salesforce
9543101,,Robert Rawdin,,,dr.r@gallery57dental.com,,List import
10646082,,Jonathon Dicicco,,,jdicicco@xmscapital.com,,List Import
10959837,Inactive Investor,Boden Redding,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11125313,Inactive Investor,Marjorie Smith,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,marjorie.smith@primerica.com,,Salesforce
9543325,,Murtada Baba-Yakubu,,,mby8861@gmail.com,,List import
10921505,Inactive Investor,Michael Maddox,Regional Vice President,PFS Investments Inc. Winter Haven FL 20 3rd St SW,michael.maddox@primerica.com,,Salesforce
9591973,,Greg Bowen,,,gbowen@wmwealthmgt.com,,List import
10659409,,Whitney Ibarra,,,whitney.ibarra@fmr.com,,List Import
216380,,Gbeke Williams,,[Unknown],gbekewilliams@gmail.com,,Event
11134909,Inactive Investor,Fataneh Geransar,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",tina.geransar@ml.com,,Salesforce
9624855,,Teresa DiLorenzo,,,terryd432@icloud.com,,List import
9623338,,Raul Ochoa,,,ochoalrj@gmail.com,,List import
10970795,Inactive Investor,Izavion Joanes,,Citigroup Global Markets Inc.,,,Salesforce
11134827,Inactive Investor,Brian Lee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",brian_r_lee@ml.com,,Salesforce
11160006,Inactive Investor,Benjamin Childs,Director - Business Development;Family Financial Officer;Managing Member,"Wealth Management Investment Advisors, LLC",bchilds@ewealthadvisors.com,,Salesforce
11160565,Inactive Investor,Gabriel Mizrahi,Financial Professional,"MML Investors Services, LLC New York NY 250 W 34th St",gmizrahi@financialguide.com,,Salesforce
10806307,Inactive Investor,Jorge Loyo,Investment Advisor Representative;Regional Vice President,PFS Investments Inc. Houston TX 118 Vintage Park Blvd,jorge.loyo@primerica.com,,Salesforce
11138516,Inactive Investor,Jordan Weinstein,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,jordan.weinstein@morganstanleypwm.com,,Salesforce
10927935,Inactive Investor,Craig Montanari,,Commonwealth Financial Network North Haven CT 36 State St,cmontanari@commonwealth.com,,Salesforce
9568993,,Katelyn Simmons,,,ksimmons@peddock.com,,List import
10753616,Inactive Investor,Thomas Johnson,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,thomas.johnson@ubs.com,,Salesforce
9622825,,Zac Mattey,,,zac@uniprop.com,,List import
10812863,Inactive Investor,Ronald Paulseen,,NYLIFE Securities LLC Wichita KS 3411 N Webb Rd,rpaulseen@ft.newyorklife.com,,Salesforce
11034394,Inactive Investor,Shannon Hurte,Financial Advisor,Edward Jones Oroville CA 2854 Olive Hwy,shannon.hurte@edwardjones.com,,Salesforce
10958280,Inactive Investor,Johnny Liu,,"U.S. Bancorp Investments, Inc. Irvine CA 18300 Von Karman Ave",johnny.liu@usbank.com,,Salesforce
11019327,Inactive Investor,Elias Corpas,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
9554523,,Steven Weinman,,,sweinman@sfr1.com,,List import
11163958,Inactive Investor,George Nabeshima,,"Centaurus Financial, Inc. Honolulu HI 725 Kapiolani Blvd",,,Salesforce
235816,, -,,[[Unknown]],ayidobiza2018@gmail.com,,
11201077,Inactive Investor,Melanie Francis,Director;Relationship Manager,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",,,Salesforce
9575001,,Randall Potz,,,randall.potz@tfaconnect.com,,List import
9633318,,Paulo Brazao,,,demo8_paulo@hotmail.com,,List import
11161813,Inactive Investor,Paige Long,,Morgan Stanley East Lansing MI 2900 West Rd,,,Salesforce
9641237,,Richard Wilson,,,rwilson@usinternet.com,,List import
11176344,Inactive Investor,Brandon Beneker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11126029,Inactive Investor,Matthew Maher,,"TIAA-CREF Individual & Institutional Services, LLC",,,Salesforce
10922853,Inactive Investor,James Rosebrough,Chief Compliance Officer;Chief Executive Officer;President,"Strategic Financial Group, PLC",james.rosebrough@azsfg.com,,Salesforce
10846020,Inactive Investor,Marlon Joseph,,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,marlon.joseph@primerica.com,,Salesforce
11022178,Inactive Investor,Robin Naylor,Financial Advisor;Manager,"Sprylen Wealth Management, LLC",,,Salesforce
11255319,Inactive Investor,Jacob Belzer,Associate Advisor,"Foster Group, Inc.",jacobb@fostergrp.com,,Salesforce
11150360,Inactive Investor,Rhett Fendley,Financial Advisor,LPL Financial LLC Milton FL 4497 Woodbine Rd,rhett.fendley@lpl.com,,Salesforce
9630861,,samer Sawaleh,,,sawaleh220@yahoo.com,,List import
11029018,Inactive Investor,Michael Brown,,"Woodmen Financial Services, Inc.",mabrown@woodmen.org,,Salesforce
9629343,,Carl Judge,,,carl.judge@gmail.com,,List import
9548475,,arshad rajper,,,arshadrajper.msi@gmail.com,,List import
10911164,Inactive Investor,Jorge Cervantes,,PFS Investments Inc. Ontario CA 1801 Excise Ave,jorge.cervantes@primerica.com,,Salesforce
9557893,,Richard Akirmaian,,,rakirmaian@financialguide.com,,List import
10998592,Inactive Investor,Andrew Miller,Advisor,FMB Wealth Management,aj@fmbwealth.com,,Salesforce
9636047,,Archie Robertson,,,arobertson1@bluebay.com,,List import
374463,,Brett Carson,Director of Research,Carson Wealth Management,,(402) 330-0808,Salesforce
204763,,Andre Juselius,,[Unknown],andre.juselius@protonmail.com,,Other
9632044,,Afonso Campos,,,ac@kingswaycap.com,,List import
10771393,Inactive Investor,Aaron Copple,,Morgan Stanley Sandy UT 200 W Civic Center Dr,aaron.copple@morganstanley.com,,Salesforce
9605022,,William Hunt,,,whunt@veritablelp.com,,List import
9624663,,Eslivia Duboue,,,eduboue@aol.com,,List import
11173720,Inactive Investor,Nicholas Neuville,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,,,Salesforce
9640212,,Giulio Maggiori,,,giulio.maggiori@kbcfm.com,,List import
11125709,Inactive Investor,Benjamin Robison,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",ben.robison@nm.com,,Salesforce
10855080,Inactive Investor,Trenton Christensen,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 1290 S Foothill Dr",trent.w.christensen@wellsfargo.com,,Salesforce
11033256,Inactive Investor,Felicia Nolan,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",felicia.werbeck@nm.com,,Salesforce
10965913,Inactive Investor,Peter Daniels,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10794427,Inactive Investor,David Pearson,,Cetera Advisor Networks LLC Salt Lake City UT 114 W Winchester St,pearsond@ceteranetworks.com,,Salesforce
10942218,Inactive Investor,Nevin Conlon,Chief Operating Officer;Financial Planner;Partner;Vice President,"Clarity Asset Management, Inc.",nconlon@investmentclarity.com,,Salesforce
10962260,Inactive Investor,Rudolph Badala,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11122534,Inactive Investor,David Rishel,Financial Advisor,"Bill Few Associates, Inc.",,,Salesforce
11039054,Inactive Investor,James Suber,,PFS Investments Inc. Chattanooga TN 5708 Uptain Rd,james.suber@primerica.com,,Salesforce
11235357,Inactive Investor,Cade Peterson,Financial Advisor,Peterson Wealth Services Inc.,cade@petersonws.com,,Salesforce
11058764,Inactive Investor,Christopher Stempek,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.stempek@fidelity.com,,Salesforce
10691129,,Steven Liu,,,stvnl@yahoo.com,,Web Form Fillout
10917702,Inactive Investor,Janice Farr,,Ally Invest Securities LLC Yorktown Heights NY Private Residence,,,Salesforce
9583982,,Cole Hale,,,cole.hale@fidelity.com,,List import
11026742,Inactive Investor,Joseph Simon,Wealth Manager,LPL Financial LLC Arlington VA 1550 Wilson Blvd,simon.joseph@lpl.com,,Salesforce
10887104,Inactive Investor,Michael Foster,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
9571749,,Leonard Wilson,,,lwilson@westwindfund.net,,List import
11009093,Inactive Investor,Reese Corley,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",reese.corley@equitable.com,,Salesforce
10982516,Inactive Investor,Jacob Baugher,,Fidelity Brokerage Services LLC Colorado Springs CO 10855 Hidden Pool Hts,jacob.baugher@fmr.com,,Salesforce
11197644,Inactive Investor,Jeffrey Link,Financial Advisor;Wealth Manager,"Guardian Wealth Advisors, LLC Raleigh NC 1122 Oberlin Rd",jlink@guardian-wa.com,,Salesforce
11012682,Inactive Investor,Elizabeth Calvin,,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
9588374,,John Barry,,,jbarry@prospectstreet.com,,List import
11008430,Inactive Investor,Wanda Newlove,Financial Advisor,Edward Jones Wauseon OH 135 S Fulton St,wanda.newlove@edwardjones.com,,Salesforce
9596686,,David Robertson,,,drobertson@frontrangecap.com,,List import
9574898,,Jon MRSN,,,leftcoaster@mac.com,,List import
11134363,Inactive Investor,Charles Ferguson,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,,,Salesforce
9636842,,Stacie David,,,stacie@completefg.com,,List import
9577161,,William Glubiak,,,william.glubiak@securitiesamerica.com,,List import
10940508,Inactive Investor,Elieser Carrazana,Investment Advisor,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,elieser.carrazana@jpmorgan.com,,Salesforce
9627292,,Laurent Lucmort,,,laurent_395@hotmail.com,,List import
10659024,,Leticia Pagan,,,lpagan@williamblair.com,,List Import
10948479,Inactive Investor,Joseph Missman,Financial Services Consultant,"Osaic Wealth, Inc. Omaha NE 2111 S 67th St",,,Salesforce
10990187,Inactive Investor,Eric Bouscher,,LPL Financial LLC Westerville OH 5005 Sunbury Rd,eric.bouscher@lpl.com,,Salesforce
11211426,Inactive Investor,Brian Tabachnick,,"Osaic Wealth, Inc. Manchester CT Private Residence",,,Salesforce
11210273,Inactive Investor,Dominic Roybal,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dominic_roybal@vanguard.com,,Salesforce
223236,,Brian Dawson,President,Big Sun Modular,brian.dawson@bigsunmodular.io,,
10861234,Inactive Investor,Philip Gibbs,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",philip.gibbs@ml.com,,Salesforce
10988753,Inactive Investor,Julie Dahlman,,Cetera Advisor Networks LLC Saint Paul MN 342 County Road D E,,,Salesforce
9604132,,FLORI MARQUEZ,,,flori@blockfi.com,,List import
11217808,,Victoria Dossett,,,victoria.dossett@jpmorgan.com,,List Import
9609819,,Bill Hupa,,,harp77@centurylink.net,,List import
10867607,Inactive Investor,Brian Worley,,State Farm VP Management Corp. Moody AL 1000 Plantation Pkwy,,,Salesforce
11193902,Inactive Investor,Patrick Cohen,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,patrick.cohen@morganstanley.com,,Salesforce
11234930,Inactive Investor,James Mendelson,Managing Partner,"Ironview Capital Management, LLC Canonsburg PA 2400 Ansys Dr",,,Salesforce
11180936,Inactive Investor,David Luna,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Pasadena CA 300 N Lake Ave",,,Salesforce
11091573,Inactive Investor,Rory Barney,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",rory_barney@ml.com,,Salesforce
10796524,Inactive Investor,Alan Knight,,"Raymond James Financial Services, Inc. Slidell LA 506 Robert Blvd",alan.knight@raymondjames.com,,Salesforce
10863536,Inactive Investor,Thomas Weidenbach,,United Planners' Financial Services of America A Limited Partner Tea SD 801 E Ryan Dr,tmweidenbach@unitedplanners.com,,Salesforce
10858882,Inactive Investor,Jeremy Lansat,Financial Advisor;Managing Director;Portfolio Manager,"RBC Capital Markets, LLC Palm Beach Gardens FL 3801 PGA Blvd",jeremy.lansat@rbc.com,,Salesforce
9622439,,Todd Owen,,,toddowenusa@gmail.com,,List import
10814467,Inactive Investor,Mark Bass,,Cetera Advisors LLC Lubbock TX 7818 Orlando Ave,mark.bass@ceteraadvisors.com,,Salesforce
10828560,Inactive Investor,Kirk McLeland,Financial Advisor,"Wells Fargo Clearing Services, LLC Redwood City CA 2075 Broadway St",kirk.mcleland@wellsfargo.com,,Salesforce
10799881,Inactive Investor,John Parrott,,"Capital Investment Group, Inc. Lexington NC 150 Weaver Dr",mparrott@capital-invest.com,,Salesforce
9629778,,Remi Foult,,,remi.foult@gmail.com,,List import
10823811,Inactive Investor,Daniel Kessler,Investment Associate,UBS Financial Services Inc.,,,Salesforce
104898,,Ben Hendry-Prior,,Howe Robinson Partners,ben.prior@howerob.com,6591680924,
9596153,,Steven Rostowsky,,,srostowsky@catcapital.com,,List import
11026466,Inactive Investor,Jeremy Richardson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9576175,,Steven Sipniewski,,,ssipniewski@westminsterfinancial.com,,List import
10906908,Inactive Investor,Richard Barber,Chief Compliance Officer;President,Provident Living Financial Services,,,Salesforce
101614,,Bomi Kang,,Individual,luvcarolina@gmail.com,8439450843,
11180391,Inactive Investor,Anthony Rufo,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",anthony.rufo@lfg.com,,Salesforce
9627308,,Matthew Praetz,,,mr.praetz@gmail.com,,List import
11037416,Inactive Investor,John Letts,,"Cambridge Investment Research, Inc. Opelika AL Private Residence",,,Salesforce
11163728,Inactive Investor,Ryan Schmitz,,Fidelity Brokerage Services LLC,,,Salesforce
11099640,Inactive Investor,Christopher Gildea,Chief Compliance Officer;Co-Chief Investment Officer;Portfolio Manager;Principal;Secretary;Senior Portfolio Manager,Tower Bridge Advisors,cgildea@towerbridgeadvisors.com,,Salesforce
11072942,Inactive Investor,Lee Ezzell,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",lee.ezzell@nm.com,,Salesforce
10614800,,Richard Bucaro,Financial Advisor,,richard.bucaro@morganstanley.com,,List Import
11236284,Inactive Investor,Brian Matthews,Wealth Advisor,"SteelPeak Wealth, LLC Las Vegas NV Private Residence",brian.matthews@spwm.com,,Salesforce
11108432,Inactive Investor,Wesley Melbrod,Chief Compliance Officer;Managing Member;Managing Partner,"M Wealth Management, LLC",wesley@melbrod.com,,Salesforce
1002840,Inactive Investor,Kevin Hrdlicka,COO & Director of Investments,Savant Capital Management,khrdlicka@savantcapital.com, +1 815 227 0300,
10897933,Inactive Investor,Edmond Haggar,President;Principal,"Eddie Haggar Capital Mgt, Inc. Santa Fe NM 125 Lincoln Ave",,,Salesforce
11021926,Inactive Investor,Sarah Long-Free,,"Pruco Securities, LLC. Trenton NJ 850 Bear Tavern Rd",sarah.longfree@prudential.com,,Salesforce
11098047,Inactive Investor,Michael Anderson,Chief Compliance Officer;Financial Advisor;Founder;Managing Partner,Maranantha Financial,michael@maranantha.com,,Salesforce
9605098,,clive zickel,,,czickel@gmail.com,,List import
10984023,Inactive Investor,Reece Ziomek,,"Osaic Wealth, Inc.",,,Salesforce
10696166,,Nathan Goodwin,,KLR INVESTMENT ADVISORS LLC,ngoodwin@klrwealth.com,,List Import
9624608,,br ro,,,iceland_hiker@yahoo.com,,List import
10772063,Inactive Investor,Carl Reich,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Philadelphia PA 1818 Market St,carl.reich@opco.com,,Salesforce
10919004,Inactive Investor,Judson Johnson,Financial Advisor,Edward Jones Tulsa OK 3023 S Harvard Ave,judson.johnson@edwardjones.com,,Salesforce
11174491,Inactive Investor,Christopher Mayes,Financial Advisor,Edward Jones Kuna ID 498 W Main St,christopher.mayes@edwardjones.com,,Salesforce
9641036,,mehrgan rezaii,,,meh.rezaeian@gmail.com,,List import
10957656,Inactive Investor,Jin Kim,,J.P. Morgan Securities LLC Flushing NY 16320 Northern Blvd,jin.o.kim@chase.com,,Salesforce
11193193,Inactive Investor,Emily Frappier,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11041811,Inactive Investor,Robert Jobe,Private Client Banker,J.P. Morgan Securities LLC Columbus OH 1431 W Lane Ave,robert.jobe@jpmorgan.com,,Salesforce
9635208,,Ron Proto,,,ron@wealthcg.com,,List import
10843910,Inactive Investor,Steven Fish,,NYLIFE Securities LLC Powhatan VA 2202 Mill Rd,sfish@ft.newyorklife.com,,Salesforce
9584240,,Michelle Dunbar,,,isisali19@yahoo.com,,List import
10645564,,Jacqueline O'Brien,,,obrien.jacqueline@ntrs.com,,List Import
11160477,Inactive Investor,Ernest Osle,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ernie.osle@ubs.com,,Salesforce
10915366,Inactive Investor,Elizabeth Armstrong,,Cetera Advisors LLC Walla Walla WA Private Residence,elizabeth.armstrong@ceteraadvisors.com,,Salesforce
10955723,Inactive Investor,David Born,Chief Compliance Officer;Financial Advisor;Founder,Private Financial Management LLC Orinda CA 11 Eastwood Dr,,,Salesforce
11005599,Inactive Investor,Brian Varela,,J.P. Morgan Securities LLC Glendale AZ 9490 W Camelback Rd,brian.varela@jpmorgan.com,,Salesforce
6307736,,Ryan Harper,,,ryan@texasblockchaincouncil.org,,Web form fillout
10793433,Inactive Investor,Joseph Miesbauer,Financial Advisor,Edward Jones Shawano WI 1415 E Green Bay St,joe.miesbauer@edwardjones.com,,Salesforce
10889420,Inactive Investor,Juan Monje,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,juan.c.monje@jpmorgan.com,,Salesforce
10775762,Inactive Investor,William Keller,Financial Advisor,"Citizens Securities, Inc. Lansdale PA 25 E Main St",william.keller@citizenssecurities.com,,Salesforce
10930210,Inactive Investor,Melissa Tesky,,State Farm VP Management Corp. Coeur D Alene ID 840 W Kathleen Ave,,,Salesforce
10772295,Inactive Investor,Colin Christy,Senior Wealth Strategy Associate,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,colin.christy@ubs.com,,Salesforce
237908,, -,,[[Unknown]],vjpk59@gmail.com,,
10924265,Inactive Investor,Lawrence Worman,,"The Leaders Group, Inc.",,,Salesforce
9629288,,Bernhard Thalhammer,,,bernhard.thalhammer@21.finance,,List import
11131357,Inactive Investor,Aaron Ranck,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
9579901,,Zachary Carter,,,zac.carter@voya.com,,List import
10886307,Inactive Investor,Matthew Capone,,"MML Investors Services, LLC West Warwick RI 207 Quaker Ln",mcapone@financialguide.com,,Salesforce
11208763,Inactive Investor,Edward Kaiser,,HBW Advisory Services LLC Farmington MI 30255 Ravenscroft St,edward.kaiser@hbwadvisory.com,,Salesforce
11155354,Inactive Investor,Nicholas Peregoy,Associate Vice President,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",nick.peregoy@raymondjames.com,,Salesforce
11046644,Inactive Investor,Barbara Murray,,"Ameritas Investment Company, LLC",bmurray@ameritas.com,,Salesforce
10488940,,John Macatangay,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,john.j.macatangay@jpmorgan.com,,List Import
10913271,Inactive Investor,David Surles,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",david.surles@schwab.com,,Salesforce
10896542,Inactive Investor,Thomas Daniels,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 5000 Meadows Rd",,,Salesforce
10897079,Inactive Investor,Matthew Ferrara,Financial Advisor,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",matthew.ferrara@nm.com,,Salesforce
11112270,Inactive Investor,Daniel Cairns,Senior Vice President,D.A. Davidson & Co. Roseville CA 2901 Douglas Blvd,dcairns@dadco.com,,Salesforce
1001595,Inactive Investor,Michael Felman,President & CEO,ShoreFront Capital,michael@msfcapitaladvisors.com, +1 646 318 4188,3rd Party Lead Gen
10805972,Inactive Investor,Christopher Phillips,Financial Advisor,"Wells Fargo Clearing Services, LLC Alvin TX 2900 S Gordon St",chris.phillips1@wellsfargoadvisors.com,,Salesforce
10720598,,ROBERTO PERALTA SANTIAGO,,,peraltadeyaitepec78@icloud.com,,Web Form Fillout
10777687,Inactive Investor,Katherine Savage,Business Manager;Financial Advisor,William Blair,kmurphy@williamblair.com,,Salesforce
216890,,Aiden Wright,,[Unknown],awright@financialguide.com,,Event
9567287,,Zachary Lountzis,,,zach@lountzis.com,,List import
10797785,Inactive Investor,Roger Odom,Financial Advisor,"Wells Fargo Clearing Services, LLC Morristown TN 1833 W Morris Blvd",roger.odom@wellsfargoadvisors.com,,Salesforce
9547424,,Sean O'Brien,,,swobrien@hotmail.co.uk,,List import
10976545,Inactive Investor,Kelly Jennings,Wealth Advisor,"Asset Dedication, LLC Jackson MS 4266 I 55 N",,,Salesforce
10978339,Inactive Investor,Joseph Thurman,,Goldman Sachs & Co.,,,Salesforce
10779410,Inactive Investor,David Jancisin,Managing Director;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",david_jancisin@ml.com,,Salesforce
11220575,,Jonathan Finn,,,jfinn@vantageconsultinggroup.com,,Other
231622,, -,,[[Unknown]],zeke11loya20@gmail.com,,Direct
10659750,,Timothy Olsen,,,tim.olsen@wellsfargoadvisors.com,,List Import
10825935,Inactive Investor,Christopher Carlin,,"Alexander Capital, L.P.",ccarlin@alexandercapitallp.com,,Salesforce
11016108,Inactive Investor,Huntor Rainwater,,"Empower Financial Services, Inc Elizabeth CO Private Residence",huntor.rainwater@empower.com,,Salesforce
10977677,Inactive Investor,Adawna Ruthart,,J.P. Morgan Securities LLC Coronado CA 1000 Orange Ave,adawna.m.sherman@jpmorgan.com,,Salesforce
11051248,Inactive Investor,Alexandria Szafranski,Vice President,J.P. Morgan Securities LLC Evanston IL 909 Davis St,sandy.szafranski@jpmorgan.com,,Salesforce
10887879,Inactive Investor,Dale Potts,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",dale.potts@tfaconnect.com,,Salesforce
10761558,Inactive Investor,Aaron Berglin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha WI N19W24400 Riverwood Dr",aaron.berglin@ml.com,,Salesforce
9581973,,Raffi Bournigal,,,rbournigal@walltitus.com,,List import
9569629,,Eric Warren,,,eric.warren@53.com,,List import
10912879,Inactive Investor,Steven Dum,,"Osaic Wealth, Inc. Indianapolis IN 1050 E 86th St",sdum@royalallianceadvisors.com,,Salesforce
10505247,,Kate Malone,Financial Advisor,Malone Financial Planning,kate@malonefp.com,469-714-6956,List Import
374577,,Tom Mategini,,,,610-213-2812,Salesforce
10986442,Inactive Investor,Royce Binion,,PFS Investments Inc. Conyers GA 2375 Wall St SE,royce.binion@primerica.com,,Salesforce
9627835,,T EDUD,,,2272963329@qq.com,,List import
10898677,Inactive Investor,Kim Llumiquinga,Family Wealth Strategist,TFO Family Office Partners,kllumiquinga@tfofamilyoffice.com,,Salesforce
10769467,Inactive Investor,David Bostian,,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,david.bostian@primerica.com,,Salesforce
10914823,Inactive Investor,Walter Hammert,Investment Advisor,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,walter.hammert@jpmorgan.com,,Salesforce
11230008,Inactive Investor,Kelsey Banda,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,kabanda@ft.newyorklife.com,,Salesforce
10790372,Inactive Investor,Fran Prince,,NYLIFE Securities LLC New York NY 285 Fulton St,fprince@ft.newyorklife.com,,Salesforce
9604349,,Ephrim Bazile,,,ephrim.bazile@gmail.com,,List import
11158129,Inactive Investor,Jesse Santiago,,J.P. Morgan Securities LLC,jesse.santiago@jpmorgan.com,,Salesforce
10752348,Inactive Investor,Neal Teicher,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,neal.teicher@morganstanley.com,,Salesforce
8650,,Isabel -,,[[Unknown]],a78shop@gmail.com,,Direct
11232152,Inactive Investor,Daniel Short,,PFS Investments Inc. Noblesville IN 802 Mulberry St,dshort@primerica.com,,Salesforce
10990288,Inactive Investor,David Kendig,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",david.kendig@equitable.com,,Salesforce
10900896,Inactive Investor,Madison Lieberman,Financial Advisor;Financial Planning Specialist,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,madison.lieberman@morganstanley.com,,Salesforce
10941666,Inactive Investor,Angelina Schuman,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,angelina.schuman@jpmorgan.com,,Salesforce
10658846,,Charles Triana,,,charles.triana@bankerslife.com,,List Import
349091,,Craig Hille,Managing Director,"Juggernaut Management, Llc",chille@juggernautcap.com,301-215-7740,Manual List Upload
11209194,Inactive Investor,Albert Yuan,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",albert.s.yuan@wellsfargoadvisors.com,,Salesforce
236917,, -,,[[Unknown]],lauchunkit3@gmail.com,,
348055,,Tina Dabir,Office Manager,Capital Planning Llc,tina.dabir@daviddunn.com,425-643-1800,Manual List Upload
10986092,Inactive Investor,Christopher Thompson,,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",kip.thompson@prudential.com,,Salesforce
9581565,,Scott Royster,,,srroyster@gmail.com,,List import
11253918,Inactive Investor,Eduardo Uresti,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
9621185,,Tulio Pazos,,,tpazos21@gmail.com,,List import
11235547,Inactive Investor,Bradford Combes,Financial Advisor;Partner,Virtus Financial Partners,bcombes@virtusfp.com,,Salesforce
9583322,,Jeffrey Porter,,,jeffrey.porter@harris-sbsb.com,,List import
11168201,Inactive Investor,Jon Sampson,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Bakersfield CA 5401 California Ave",jon.sampson@wellsfargo.com,,Salesforce
11058641,Inactive Investor,James Luster,,LPL Financial LLC San Diego CA 4707 Executive Dr,james.luster@lpl.com,,Salesforce
11102234,Inactive Investor,Jonathan Allen,,Cetera Advisor Networks LLC Spokane WA 819 W 7th Ave,,,Salesforce
10874043,Inactive Investor,Michael Bates,,State Farm VP Management Corp. Nashville TN 7091 Old Harding Pike,,,Salesforce
10859158,Inactive Investor,Timothy Prewitt,Chief Compliance Officer;Chief Financial Officer;Chief Revenue Officer;Regulatory Contact,"Smith Brothers Financial, LLC",,,Salesforce
11042528,Inactive Investor,Charlotte Hunton,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",,,Salesforce
10811112,Inactive Investor,Edgar Nordberg,Chairman;Co-Chairman;Co-Chief Investment Officer,Hollow Brook Wealth Management LLC,,,Salesforce
10946828,Inactive Investor,Devasish Majumdar,,Goldman Sachs & Co.,devasish.majumdar@gs.com,,Salesforce
10830632,Inactive Investor,Thomas Monahan,Principal,"Independent Financial Group, LLC San Diego CA 7922 Entrada de Luz W",tmonahan@ifgrr.com,,Salesforce
9637647,,Alexander Schilling,,,aschilling@usqic.com,,List import
11098632,Inactive Investor,Marylee Hope,,Robert W. Baird & Co. Incorporated,mhope@rwbaird.com,,Salesforce
11083655,Inactive Investor,Frank Grossman,Wealth Management Advisor,"Raymond James & Associates, Inc. Naperville IL 620 N River Rd",frank.grossman@raymondjames.com,,Salesforce
10820697,Inactive Investor,Kent Forsey,Chief Compliance Officer;Investment Advisor Representative;President,"Hillspring Financial, Inc.",,,Salesforce
10865244,Inactive Investor,Gideon Schapiro,Managing Director;Portfolio Manager,Neuberger Berman BD LLC,gideon.schapiro@nb.com,,Salesforce
10758026,Inactive Investor,Jodi Watson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",jodi_watson@ml.com,,Salesforce
10989433,Inactive Investor,Benjamin Smith,,"Kestra Investment Services, LLC",,,Salesforce
11032041,Inactive Investor,Marissa Carril,,"Wells Fargo Clearing Services, LLC Escondido CA 1510 W Valley Pkwy",marissa.sanchez3@wellsfargo.com,,Salesforce
10489949,,Brett Mills,"Manager, Managing Partner","MRM Financial Advisors, LLC",bmills@mrmcpas.com,,List Import
11136077,Inactive Investor,Kevin Cadagin,,Commonwealth Financial Network Glen Carbon IL 6 Ginger Creek Pkwy,kcadagin@commonwealth.com,,Salesforce
9583081,,Jowhar500@hotmail.com -,,,jowhar500@hotmail.com,,List import
10661990,,Marguerite Beach,,,maggie@nexjenncpa.com,,List Import
10893269,Inactive Investor,Donald Bentley,,LPL Financial LLC Troy AL Private Residence,jeff.bentley@lpl.com,,Salesforce
10794756,Inactive Investor,Michael Braun,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Saginaw MI 4760 Fashion Square Blvd,michael.l.braun@morganstanley.com,,Salesforce
9640118,,Tom Davies,,,td@quartet-im.com,,List import
11178502,Inactive Investor,John Shade,Financial Advisor,Edward Jones Lander WY 704 Main St,john.shade@edwardjones.com,,Salesforce
9603087,,Haoxiang Zhang,,,1274382852@qq.com,,List import
10606707,,Angeline Newman,"Financial Advisor, Managing Director - Wealth Management, Portfolio Manager, Wealth Advisor",UBS Financial Services Inc.,angie.newman@ubs.com,973-360-4204,List Import
9626860,,Reggaz akli,,,akreourg@gmail.com,,List import
10887736,Inactive Investor,Amy Goan,Financial Advisor;Founder;Owner,"Prism Financial Planning, LLC",amy@prismfinancialplanning.com,,Salesforce
10964623,Inactive Investor,Thomas Carney,Associate,Edward Jones Sauk Rapids MN 7 2nd Ave S,,,Salesforce
11041319,Inactive Investor,Alexander Davis,,"Allstate Financial Services, LLC Lyman SC 500 Spartanburg Hwy S",alexanderdavis@allstate.com,,Salesforce
10959219,Inactive Investor,Cindra Hadley,,"Centaurus Financial, Inc. Lake Havasu City AZ Private Residence",,,Salesforce
10753229,Inactive Investor,Troy Pearson,Director - Operations;ROSFP,"Independent Financial Group, LLC",,,Salesforce
11186977,Inactive Investor,Ha-An Nguyen,Relationship Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10868727,Inactive Investor,Mohamed Ali,,Cetera Advisor Networks LLC Quincy IL 1890 Maine St,,,Salesforce
11001777,Inactive Investor,Rongchang Ruan,,J.P. Morgan Securities LLC New York NY 8 Chatham Sq,rongchang.ruan@chase.com,,Salesforce
10991193,Inactive Investor,Sean Mccann,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,sean.mccann@fidelity.com,,Salesforce
10768790,Inactive Investor,Joseph Verdi,Senior Vice President,Robert W. Baird & Co. Incorporated Davenport IA 3626 Bridge Ave,jverdi@rwbaird.com,,Salesforce
10832209,Inactive Investor,Elia Ghanem,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Oak Park IL 6729 North Ave",,,Salesforce
9645982,,Hans Galutera,,,hansgal@gmail.com,,List import
10807612,Inactive Investor,William Whalen,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",bill.whalen@nm.com,,Salesforce
11217186,,Jessica Marshall,,,jessica.p.marshall@jpmorgan.com,,Other
10787046,Inactive Investor,Nicholas Herb,,Tacoma Investment Group,,,Salesforce
10791498,Inactive Investor,Alan Gerstenschlager,Financial Advisor,Edward Jones Sparta IL 714 S Saint Louis St,alan.gerstenschlager@edwardjones.com,,Salesforce
11005017,Inactive Investor,Carolina Rojas,,"PWA Securities, LLC",crojas@provwealth.com,,Salesforce
347078,,Andra Bolotin,Chief Financial Officer,"Putnam Investment Management, Llc",andra_bolotin@putnam.com,617-292-1000,Manual List Upload
56624,,Keith Grupe,Financial Associate,Thrivent Investment Management Inc.,keith.grupe@thrivent.com,,
11197033,Inactive Investor,Matthew Wolferman,First Vice President;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montvale NJ 50 Chestnut Ridge Rd",matthew_wolferman@ml.com,,Salesforce
10917714,Inactive Investor,Kurt Harrison,,"SunStreet Securities, LLC",,,Salesforce
373302,,Milo Sindell,,[Unknown],msindell@skylineg.com,,source
11006222,Inactive Investor,Paul Carroll,,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,,,Salesforce
10810972,Inactive Investor,William Edwards,,State Farm VP Management Corp. Oconomowoc WI 220 S Silver Lake St,,,Salesforce
11228573,Inactive Investor,John Langer,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Phoenix AZ 34630 N North Valley Pkwy,,,Salesforce
11255349,Inactive Investor,Danielle Lechard,Wealth Advisor,Return on Life Wealth Partners,danielle@plannedfinancial.com,,Salesforce
214751,,Evq Sun,,United States,evangeljay@163.com,,source
10821871,Inactive Investor,Taylor Stevens,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",taylor.stevens@ml.com,,Salesforce
9628638,,Bill Hayden,,,wh176sun@aol.com,,List import
11020646,Inactive Investor,Vincent Gangemi,,J.P. Morgan Securities LLC Atlanta GA 3372 Peachtree Rd NE,vincent.gangemi@jpmorgan.com,,Salesforce
11135836,Inactive Investor,Adam Byck,Financial Professional,"Equitable Advisors, LLC Jacksonville FL 225 Water St",adam.byck@equitable.com,,Salesforce
9566232,,Jesse Noble,,,jessen602@gmail.com,,List import
11144920,Inactive Investor,Carolyn O'Hair,,State Farm VP Management Corp.,carolynohair@statefarm.com,,Salesforce
10944461,Inactive Investor,Melissa Sweet,Owner,SweetMoney,,,Salesforce
11141016,Inactive Investor,Ian Johannes,Financial Advisor,Edward Jones Anchorage AK 7731 E Northern Lights Blvd,ian.johannes@edwardjones.com,,Salesforce
11165222,Inactive Investor,Matthew Dedewo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bronx NY 2198 White Plains Rd",matthew.dedewo@ml.com,,Salesforce
11188523,Inactive Investor,Joseph Thornton,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Portland CT 329 Main St",joseph.thornton@ampf.com,,Salesforce
11088624,Inactive Investor,David Contessa,Financial Advisor,Thrivent Investment Management Inc. Naples FL 3811 Airport Pulling Rd N,david.contessa@thrivent.com,,Salesforce
10834260,Inactive Investor,David Miller,Associate Financial Advisor,"Ameriprise Financial Services, LLC Altoona PA 1600 Valley View Blvd",david.g.miller@ampf.com,,Salesforce
10808530,Inactive Investor,Antonio Marques,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",antonio_marques@ml.com,,Salesforce
10964985,Inactive Investor,Luz Taveras,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 2720 Lebanon Pike",,,Salesforce
11175309,Inactive Investor,Bradley Hensley,Financial Advisor,"Ameriprise Financial Services, LLC Pueblo CO 102 S Union Ave",brad.hensley@ampf.com,,Salesforce
9617853,,Christopher Harrell,,,chris@capcovalue.com,,List import
10487485,,Andrew O'Daniel,"Director - Alternative Investments, Executive Director, Family Wealth Director, Managing Director, Private Wealth Advisor",Morgan Stanley,andrew.j.odaniel@morganstanleypwm.com,,List Import
10802767,Inactive Investor,Joseph Walsh,Chief Executive Officer;Managing Member;Wealth Advisor,"Walsh & Associates, LLC",,,Salesforce
11042513,Inactive Investor,Elizabeth Van Dyke,Financial Advisor,"Ameriprise Financial Services, LLC Canfield OH 4137 Boardman Canfield Rd",elizabeth.vandyke@ampf.com,,Salesforce
10869062,Inactive Investor,Mary Sanderson,Advisor Consultant,"TIAA-CREF Individual & Institutional Services, LLC Flower Mound TX Private Residence",mary.sanderson@tiaa.org,,Salesforce
10957937,Inactive Investor,Matthew Turner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
164130,,Steven Pattison,,[Unknown],stevenrpattison@gmail.com,,Direct
10989597,Inactive Investor,Jonathan Gilbert,,"Madison Avenue Securities, LLC Macon GA 4875 Riverside Dr",,,Salesforce
11235272,Inactive Investor,Zaid Kayyali,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Houston TX 2929 Allen Pkwy",,,Salesforce
335388,,Joanne Collis,Branch Office Manager,"Piershale Financial Group, Inc.",joanne@piershalefinancial.com,847-713-8070,Manual List Upload
9638127,,Christer Franzen,,,christer.franzen@ericsson.com,,List import
2451453,,Robert DeSio,,,bobdesio1@gmail.com,,
10921161,Inactive Investor,Gabriel Ramos,,Cetera Advisors LLC Chandler AZ 179 W Harrison St,gabriel.ramos@ceteraadvisors.com,,Salesforce
10763635,Inactive Investor,Scot Peterson,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",scot.peterson@benjaminfedwards.com,,Salesforce
141723,,Jay Knox,,[[Unknown]],jacknox@hotmail.fr,,Paid Social
9582059,,Nosa O. Oguns,,,nosaoguns1st@gmail.com,,List import
10494320,,Ismael Sanchez,"Chief Compliance Officer, Comptroller","McGowan Group Asset Management, Inc.",ismaels@themcgowangroup.com,,List Import
10899160,Inactive Investor,Monica Lee,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11196728,Inactive Investor,Sidney Sall,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",sidney.sall@equitable.com,,Salesforce
9581606,,Richard Unger,,,unger.richard@principal.com,,List import
9544635,,David Robinson,,,drobinson@howardcapital.com,,List import
9636303,,Joanna Irons,,,jirons@capitalwealthplanning.com,,List import
10986061,Inactive Investor,John Rydquist,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
181980,,Wilco Nap,,[Unknown],codwilco@live.nl,,
10904190,Inactive Investor,James Davenport,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,buddy.davenport.b2sa@statefarm.com,,Salesforce
10894299,Inactive Investor,Michael Gilbert,,"Wells Fargo Clearing Services, LLC Charlottesville VA 3490 Seminole Trl",michael.gilbert@wellsfargoadvisors.com,,Salesforce
11062827,Inactive Investor,Joseph Cirencione,,NYLIFE Securities LLC Geneva NY 42 Castle St,jcirencione@ft.newyorklife.com,,Salesforce
10845627,Inactive Investor,Thomas Carman,,USCA Securities LLC,tcarman@uscallc.com,,Salesforce
11065659,Inactive Investor,Bradley Toth,Wealth Strategy Associate,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,bradley.b.toth@ubs.com,,Salesforce
10952493,Inactive Investor,Christina Ottrando,,Goldman Sachs & Co.,,,Salesforce
10941860,Inactive Investor,Richard Diemert,,"Kestra Investment Services, LLC Pittsburgh PA 420 Fort Duquesne Blvd",,,Salesforce
9553580,,David Lezette,,,davidlezette@gmail.com,,List import
10781843,Inactive Investor,Timothy Clarey,Financial Advisor,"Wells Fargo Clearing Services, LLC Cary NC 305 Colonades Way",timothy.clarey@wellsfargoadvisors.com,,Salesforce
9579494,,Jimmy sanchez,,,jsanchez51@yahoo.com,,List import
11064441,Inactive Investor,Janet Vega,,J.P. Morgan Securities LLC Bound Brook NJ 427 W Union Ave,janet.vega@chase.com,,Salesforce
10933062,Inactive Investor,Richard Lewis,,Edward Jones Flushing MI 1429 Flushing Rd,rich.lewis@edwardjones.com,,Salesforce
11033787,Inactive Investor,Elizabeth Mayhak,,"Osaic Wealth, Inc. Atlanta GA 6190 Powers Ferry Rd",,,Salesforce
10913566,Inactive Investor,Tim Swainston,Senior Regional Leader,PFS Investments Inc. Pocatello ID 845 W Center St,tim.swainston@primerica.com,,Salesforce
11109592,Inactive Investor,Shane Klemcke,Financial Advisor,Edward Jones Alvin TX 1601 S Gordon St,,,Salesforce
11110686,Inactive Investor,Rebecca Garrett,,Stephens,rgarrett@stephens.com,,Salesforce
9646017,,Joseph Casson,,,josephcasson@yahoo.com,,List import
10982811,Inactive Investor,Alfredo Corredor Lobo,,J.P. Morgan Securities LLC Seattle WA 1919 N 45th St,alfredo.corredor-lobo@jpmorgan.com,,Salesforce
11096736,Inactive Investor,Michael Lafata,,Cetera Advisor Networks LLC Worcester MA 324 Grove St,,,Salesforce
10888915,Inactive Investor,Kevin Kane,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,kevin.kane.sbk9@statefarm.com,,Salesforce
11009681,Inactive Investor,Daniel Mruz,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",,,Salesforce
9594054,,Matthew Kitzman,,,mkitzman@financialengines.com,,List import
11063639,Inactive Investor,Sean Tweedy,Associate Advisor,"The Welch Group, LLC",sean@welchgroup.com,,Salesforce
9598312,,Robert Lee,,,bob@blueprintinvest.com,,List import
11141306,Inactive Investor,Maria Regeci,Financial Planner,PlanMember Securities Corporation Flagler Beach FL 2561 Moody Blvd,mregeci@planmembersec.com,,Salesforce
10895929,Inactive Investor,Christina Pease,,Fidelity Brokerage Services LLC,christina.pease@fidelity.com,,Salesforce
9597824,,Richard Singer,,,richard@sbcapitalmanagement.com,,List import
11150231,Inactive Investor,Huiqing Jin,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11022201,Inactive Investor,James Stanek,,Gladstone Wealth Partners Omaha NE 12801 Pierce St,james.stanek@gladstonewealth.com,,Salesforce
11148115,Inactive Investor,Thomas Josten,,Cetera Advisor Networks LLC Schaumburg IL 1827 Walden Office Sq,,,Salesforce
9588645,,Richard Stuart-reckling,,,rstuart-reckling@am.jpmorgan.co.uk,,List import
11150945,Inactive Investor,Kurt Carter,Managing Director,"Raymond James & Associates, Inc. Oklahoma City OK 3121 Quail Springs Pkwy",kurt.carter@raymondjames.com,,Salesforce
10922040,Inactive Investor,Ryan Finnell,,LPL Financial LLC Coraopolis PA 500 Commerce Dr,ryan.finnell@lpl.com,,Salesforce
10840188,Inactive Investor,Cara Wolak,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10983788,Inactive Investor,Dana Winters,Financial Advisor,LPL Financial LLC Hiawatha KS 824 Oregon St,dana.j.winters@lpl.com,,Salesforce
9628353,,Lester Amazonia,,,lester.amazonia@gmail.com,,List import
10796685,Inactive Investor,Cliff Shum,Chief Compliance Officer;President;Senior Financial Planner,"Shum Financial Group, Inc.",cliff@shumfinancial.com,,Salesforce
9564584,,Aleph K,,,draganagodo@gmail.con,,List import
10775234,Inactive Investor,Margaret Whitlock,,Morgan Stanley Stamford CT 4 Landmark Sq,peggy.whitlock@morganstanley.com,,Salesforce
11184875,Inactive Investor,Matthew Howeth,,Cetera Advisor Networks LLC Tulsa OK 1350 S Boulder Ave,,,Salesforce
11055058,Inactive Investor,David Merriman,,State Farm VP Management Corp. Claremore OK 1490 W Blue Starr Dr,,,Salesforce
10783885,Inactive Investor,David Kotalik,Family Wealth Director;Financial Advisor;First Vice President - Wealth Management;Senior Investment Management Consultant;Senior,Morgan Stanley Rochester NY 300 Linden Oaks,david.b.kotalik@morganstanley.com,,Salesforce
11043271,Inactive Investor,Jorge Reyes,,Vanguard Marketing Corporation,jorge_reyes@vanguard.com,,Salesforce
10576975,Active Investor,Tyrus Brown,,Tyrus Brown,901tucker@gmail.com,4049387438,Salesforce
11078230,Inactive Investor,Travis Hughes,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 1 Ikea-RBFCU Pkwy",travis.hughes@ampf.com,,Salesforce
10963412,Inactive Investor,Joseph Rodgers,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",joseph.rodgers@nm.com,,Salesforce
193859,,ALEX STRZESNIEWSKI,CEO,ANGELBLOCK,alex@angelblock.io,48603861681,
10877902,Inactive Investor,Estephanie Zamora Hansen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",estephanie.zamora_hansen@ml.com,,Salesforce
11009111,Inactive Investor,Adam Melom,Financial Professional,"BFC Planning, Inc. Minot ND 701 31st Ave SW",,,Salesforce
10754500,Inactive Investor,Thomas Megear,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11164986,Inactive Investor,Michael Fletcher,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11177347,Inactive Investor,Jane Dunmyer,,Cetera Financial Specialists LLC Willowbrook IL 2 Marissa Ct,jane.dunmyer@ceterafs.com,,Salesforce
10769342,Inactive Investor,Charles Salisbury,Financial Advisor,Edward Jones Walpole NH 8 Westminster St,charlie.salisbury@edwardjones.com,,Salesforce
11185081,Inactive Investor,Jonathan Siegel,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",jonathan.p.siegel@wellsfargoadvisors.com,,Salesforce
11167905,Inactive Investor,James Richardson,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Chesterfield MO 101 Hilltown Village Ctr",james.richardson@usbank.com,,Salesforce
10782566,Inactive Investor,Amanda Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,amanda.cox@fmr.com,,Salesforce
9592070,,Michael Gonzalez,,,mgonzalez@bpadvisors.com,,List import
10789398,Inactive Investor,Thomas Tang,,"Raymond James Financial Services, Inc. Monument CO 430 Beacon Lite Rd",thomas.tang@raymondjames.com,,Salesforce
75533,,David Livingston,Licensed Banker,"Fifth Third Securities, Inc.",david.livingston@53.com,260-749-6962,
10913685,Inactive Investor,Troy Hein,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Georgetown TX 501 S Austin Ave",troy.hein@ml.com,,Salesforce
9571332,,James Cole,,,jcole@ftbadvisors.com,,List import
9568249,,Ryan Walcott,,,walcottryan@gmail.com,,List import
10657921,,Annette Glasgow,,,aglasgow@massmutual.com,,List Import
10400606,,Wilton Florexil,,,wflorexil@yahoo.com,,Web Form Fillout
11044677,Inactive Investor,Rex Frazier,,"Osaic Wealth, Inc. Holton KS 421 New York Ave",,,Salesforce
7476,,KRIS VENKATESH,,Gowan Company,krismus25@yahoo.com,9196106160,Organic Search
10648101,,Christopher Moore,,,chris@paralel.com,,List Import
11169049,Inactive Investor,Timothy Jackson,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",timothy.jackson@nm.com,,Salesforce
9546059,,Stephen Fandel,,,stephen.fandel@coinbase.com,,List import
10873980,Inactive Investor,Shahab Moradian,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC San Francisco CA 580 California St",shahab.moradian@wfafinet.com,,Salesforce
10794072,Inactive Investor,Annie Tran,Client Service Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
9632445,,aomar benslimane,,,abensnyc@aol.com,,List import
10870394,Inactive Investor,Anna Hibbitt,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,BIG Investment Services,chibbitt@abigplan.com,,Salesforce
10971465,Inactive Investor,Anh Doan,,Key Investment Services LLC Seattle WA 275 Andover Park W,anh.doan@key.com,,Salesforce
10920125,Inactive Investor,Frank Suspenzi,,"Allstate Financial Services, LLC Chicago IL 8770 W Bryn Mawr Ave",franksuspenzi@allstate.com,,Salesforce
10885520,Inactive Investor,Anthony Montini,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
10939657,Inactive Investor,Arthur Bush,,"Cambridge Investment Research, Inc. Marietta GA 320 Cherokee St NE",,,Salesforce
11063070,Inactive Investor,Michael Grossman,Chief Compliance Officer;President,"AdviceOne Advisory Services, LLC",mgrossman@adviceonellc.com,(860) 659-4900,Salesforce
10809138,Inactive Investor,Ryan Shumate,Financial Advisor,Davenport & Company LLC,rshumate@investdavenport.com,,Salesforce
11084158,Inactive Investor,Jonathon Austin,,HSBC Securities (USA) Inc. Charlotte NC 550 S Tryon St,,,Salesforce
10969526,Inactive Investor,Cordell Cummings,Financial Advisor Trainee,Edward Jones Arlington WA 104 S Olympic Ave,,,Salesforce
373485,,Sunny Arora,,[Unknown],sunnyarora272001@yahoo.co.in,,source
11152760,Inactive Investor,David Womack,,State Farm VP Management Corp. Murfreesboro TN 1535 W Northfield Blvd,,,Salesforce
215163,,William Kinder,,"Valeo Financial Advisors, Llc",wkinder@valeofinancial.com,,
10887691,Inactive Investor,Ryan Lavielle,Financial Advisor,"CUSO Financial Services, L.P. Dayton OH 1810 Woodman Center Dr",,,Salesforce
10845008,Inactive Investor,Robert Myers,Wealth Manager,Creative Planning,robert.myers@creativeplanning.com,,Salesforce
11157945,Inactive Investor,Andrew Lafontaine,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",andrew.lafontaine@equitable.com,,Salesforce
9575362,,George McCleary,,,gmccleary@fscadvisor.com,,List import
11076963,Inactive Investor,Richard Olin,Financial Advisor,PNC Investments Scotch Plains NJ 361 Park Ave,richard.olin@pnc.com,,Salesforce
11196262,Inactive Investor,Daniel McCarthy,,"MML Investors Services, LLC Hartford CT 100 Pearl St",,,Salesforce
10966526,Inactive Investor,Francis Lee,,Cetera Investment Services LLC San Francisco CA 540 Montgomery St,,,Salesforce
5583249,,Joenathan Lattimore,,,lattimorehoneycandy@gmail.com,,Web Form Fillout
11212794,Inactive Investor,Fabiana Dunne,,J.P. Morgan Securities LLC Mount Sinai NY 5499 Nesconset Hwy,fabiana.m.dunne@chase.com,,Salesforce
11065825,Inactive Investor,Shepard Buckman,Chief Compliance Officer;Managing Member;Managing Partner,Sequence Wealth Management,,,Salesforce
11081508,Inactive Investor,Jacob Peterson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.peterson@fidelity.com,,Salesforce
10885888,Inactive Investor,Paul Rohr,Financial Advisor;Founder;Managing Director;Partner,"Gainline Financial Partners, LLC",paul@gainlinecapital.com,,Salesforce
11080379,Inactive Investor,Ronald Hersch,,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,ronald.hersch@ubs.com,,Salesforce
10960519,Inactive Investor,Jeremiah Kauffman,Financial Advisor,LPL Financial LLC Bismarck ND 1929 N Washington St,jeremiah.kauffman@lpl.com,,Salesforce
10912170,Inactive Investor,Paul Penzel,,"Osaic Wealth, Inc. Flushing MI Private Residence",,,Salesforce
10898525,Inactive Investor,John Colvin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Syracuse NY 205 S Salina St",john.colvin@ml.com,,Salesforce
11006744,Inactive Investor,Brian Wobensmith,Financial Representative,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
10772510,Inactive Investor,James Hayes,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 2 Righter Pkwy",james.w.hayes@ampf.com,,Salesforce
10969641,Inactive Investor,Jeffrey Heminitz,Financial Advisor,McAdam LLC,jeffrey.heminitz@mcadamfa.com,,Salesforce
10806263,Inactive Investor,Gary Schaap,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Beresford SD 905 W Cedar St",,,Salesforce
10776402,Inactive Investor,Tracey Neret,Assistant Vice President,Oppenheimer & Co. Inc. Boston MA 255 State St,,,Salesforce
10952779,Inactive Investor,Nailah Staana,,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,nailah.staana@primerica.com,,Salesforce
10987382,Inactive Investor,John Gardner,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
200723,,James Desisto,Financial Professional,"Voya Financial Advisors, Inc.",james.desisto@voyafa.com,,
10812581,Inactive Investor,Brett Clement,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,brett.clement@lpl.com,,Salesforce
10809289,Inactive Investor,Samjhana Aryal,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",sam.aryal@ml.com,,Salesforce
10894111,Inactive Investor,Jamal Sanders,Regional Leader,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,jamal.sanders@primerica.com,,Salesforce
9564059,,Lawrence Siliato,"Financial Advisor, Financial Services Representative",,lsiliato@financialguide.com,,List import
11104463,Inactive Investor,Ryan Blaha,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",ryan.blaha@nm.com,,Salesforce
11106418,Inactive Investor,Jeffrey Cabral,,"Citizens Securities, Inc.",jeffrey.cabral@ccoinvest.com,,Salesforce
9576019,,MARK Vannauker,,,mark@freemanvannauker.com,,List import
10823752,Inactive Investor,Stephen Fallon,Investment Advisor Representative,Lincoln Investment Saint Petersburg FL 780 94th Ave N,pfallon@lincolninvestment.com,,Salesforce
10954498,Inactive Investor,Matthew Giese,,"Next Financial Group, Inc. Waterford WI 106 N Milwaukee St",,,Salesforce
10836334,Inactive Investor,Vincent Lisanke,Client Advisor,"Raymond James & Associates, Inc. Boston MA 1 International Pl",paul.lisanke@alexbrown.com,,Salesforce
9558173,,muhammad kashif,,,kashifjaveri@hotmail.com,,List import
10823658,Inactive Investor,Brandon Mitcham,Risk Officer;Vice President,Morgan Stanley Tempe AZ 58 S River Dr,brandon.mitcham@morganstanley.com,,Salesforce
11014484,Inactive Investor,Areana Singh,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,areana.singh@jpmorgan.com,,Salesforce
11008224,Inactive Investor,Justin Stone,,"Geneos Wealth Management, Inc. Radford VA 104 Wadsworth St",,,Salesforce
11043449,Inactive Investor,Helen Rancich,Practice Manager,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",helen.rancich@lfg.com,,Salesforce
124322,,Carmine D'Avino,"Wealth Advisor, Principal, CCO",Withum Wealth Management,cdavino@withumwealth.com,732-450-0147,Manual List Upload
10956724,Inactive Investor,Seth Swenson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10944225,Inactive Investor,Daniel Vandusen,Chief Compliance Officer;Financial Planner;Owner;Principal,"Objective Wealth, LLC",daniel@objectivewealthfp.com,,Salesforce
9641302,,Gerald Kissack,,,gerald.kissack@gmail.com,,List import
11209196,Inactive Investor,David Reel,Financial Advisor,Edward Jones Greeneville TN 3465 E Andrew Johnson Hwy,david.reel@edwardjones.com,,Salesforce
11051742,Inactive Investor,Zhang Murphy,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,linz@ft.newyorklife.com,,Salesforce
11050337,Inactive Investor,Christopher Rubin,Chief Compliance Officer;Manager;Member,Vendome Capital Management LLC,christopher@vendome-am.com,,Salesforce
10659682,,Chase Lavery,,,chase.lavery@lpl.com,,List Import
10911003,Inactive Investor,Fara Dangelo,,Santander Securities LLC Brooklyn NY 440 Avenue P,fdangelo@santander.us,,Salesforce
11182013,Inactive Investor,Melissa Mead,,"FBL Marketing Services, LLC Salem IN 813 S Jackson St",melissa.mead@fblfinancial.com,,Salesforce
11123294,Inactive Investor,Yashi Chen,,J.P. Morgan Securities LLC Bellevue WA 3712 150th Ave SE,yashi.chen@jpmorgan.com,,Salesforce
10876630,Inactive Investor,Angella Dyer,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9589204,,Joseph Soave,,,jsoave@20gates.com,,List import
11170186,Inactive Investor,Jared Cruciani,Client Service Associate,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10852680,Inactive Investor,Bonnie Hill,,"Cambridge Investment Research, Inc. Shelton CT Private Residence",,,Salesforce
241663,,Frank Swinand,,[Unknown],frank@oneconnective.com,,Direct
10895999,Inactive Investor,Samora Hunt,,BBVA Securities Inc.,,,Salesforce
11217663,,Allison Parra,,,aparra@rwbaird.com,,List Import
10975194,Inactive Investor,Panthea Watkins,,"Allstate Financial Services, LLC Jacksonville FL 3546 Saint Johns Bluff Rd S",,,Salesforce
9576889,,Frederick Paulman,,,fpaulman@gmail.com,,List import
11135955,Inactive Investor,Richard Jones,,Cetera Advisors LLC Minneapolis MN 7400 Metro Blvd,,,Salesforce
10955588,Inactive Investor,David Lupien,,"Farmers Financial Solutions, LLC Meridian ID 1560 N Crestmont Dr",dlupien@farmersagent.com,,Salesforce
11113972,Inactive Investor,David Williar,,PFS Investments Inc. York PA 1964 Carlisle Rd,,,Salesforce
10918648,Inactive Investor,Bradley Howard,,"Independent Advisor Alliance, LLC Fort Mitchell KY 509 Centre View Blvd",,,Salesforce
10973978,Inactive Investor,Chad Booker,,Vanguard Marketing Corporation,chad_booker@vanguard.com,,Salesforce
11144366,Inactive Investor,David Karwick,,Key Investment Services LLC Lewiston NY 493 Center St,david.karwick@key.com,,Salesforce
10852189,Inactive Investor,Felix Camacho,Financial Advisor,"Ameriprise Financial Services, LLC Atlanta GA 825 Juniper St NE",felix.k.camacho@ampf.com,,Salesforce
5392,, -,,[[Unknown]],rnadkarni@yahoo.com,,Initial Salesforce Import
11127875,Inactive Investor,Frederick Schirmer,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,frederick.schirmer@fidelity.com,,Salesforce
10971268,Inactive Investor,Karl Gerstenacker,,"CUSO Financial Services, L.P. Torrance CA 19780 Hawthorne Blvd",,,Salesforce
11234897,Inactive Investor,Christina Lawrence,Wealth Management Advisor,"Signature Resources Capital Management, LLC La Jolla CA Private Residence",clawrence@srcmadvisors.com,,Salesforce
223191,,Priam Sen,dir,monarch holdings,priam@monarcholdings.com,,Manual List Upload
11168325,Inactive Investor,Jacy Morris,,PFS Investments Inc. Aurora CO 6105 S Main St,,,Salesforce
11197130,Inactive Investor,Robert Mazuelos,Chief Compliance Officer;Managing Director,"Mazuelos & Company, LLC",robert@mazuelosco.com,,Salesforce
10999841,Inactive Investor,Kathryn Eckerson,Senior Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10833511,Inactive Investor,Christine Muneyyirci Finocchio,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,christine.finocchio@ubs.com,,Salesforce
10508116,,Bart Domangue,,,domanguebart@gmail.com,,Web Form Fillout
11113067,Inactive Investor,Kyle Dillon,Financial Advisor;Vice President,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,kyle.dillon@morganstanley.com,,Salesforce
9622598,,DucAnh Than,,,thanducanh219@gmail.com,,List import
10988359,Inactive Investor,Kimberly Coughenour,,"First Citizens Investor Services, Inc. Charlotte NC 15010 John J Delaney Dr",kim.allred@firstcitizens.com,,Salesforce
10897535,Inactive Investor,Megan Disimile,Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,megan.disimile@ubs.com,,Salesforce
9589999,,Jared Cutler,,,jcutler@fivefactorcapital.com,,List import
9555116,,Ruben Ruiz,,,rubenruizmd@yahoo.com,,
10933302,Inactive Investor,Michael Borders,Private Client Advisor,J.P. Morgan Securities LLC Palm Springs CA 499 S Palm Canyon Dr,michael.borders@jpmorgan.com,,Salesforce
11177461,Inactive Investor,John McCabe,,LPL Financial LLC Astoria NY 2910 Ditmars Blvd,,,Salesforce
11019458,Inactive Investor,Neal Johnson,,"Raymond James Financial Services, Inc. Draper UT 13907 S Minuteman Dr",,,Salesforce
10924424,Inactive Investor,Jeffrey Weitzman,,Purshe Kaplan Sterling Investments Novi MI 47638 Wellesley Ct,jweitzman@pksinvest.com,,Salesforce
226203,, -,,[[Unknown]],garymorgan630@gmail.com,,Initial Salesforce Import
204226,,Robert Settle,,[Unknown],robsettle@rjs3.com,,
11013035,Inactive Investor,Stacey Salwiesz,Private Client Advisor,J.P. Morgan Securities LLC Sylvania OH 5756 Monroe St,stacey.salwiesz@jpmorgan.com,,Salesforce
11007693,Inactive Investor,Nicolas Hernandez,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",nicolas.hernandez@nm.com,,Salesforce
10895046,Inactive Investor,Celia Garcia,Investment Consultant,LPL Financial LLC Carlsbad CA 8085 Paseo Arrayan,celia.garcia@lpl.com,,Salesforce
10813896,Inactive Investor,Susan Mcevoy,Investment Officer;Managing Director,"Hirtle, Callaghan & Co., LLC",smcevoy@hirtlecallaghan.com,,Salesforce
334204,,Thomas Nardozzi,President,"Perpetual Wealth Advisors, L.l.c.",tnardozzi@blog.perpetualwealthadvisors.com,404-380-1977,Manual List Upload
11119075,Inactive Investor,Sue Swanson,Principal,"Ameriprise Financial Services, LLC Saint Cloud MN 630 Roosevelt Rd",sue.swanson@ampf.com,,Salesforce
10858905,Inactive Investor,Ernest Brittingham,Chief Compliance Officer;Chief Executive Officer;President,"Bayview Investment Counsel, Inc",,,Salesforce
10843708,Inactive Investor,Lawrence Donna,Financial Advisor,LPL Financial LLC Saint Paul MN 928 Inwood Ave N,lawrence.donna@lpl.com,,Salesforce
10797684,Inactive Investor,Kenneth Perkins,,Cetera Advisor Networks LLC Steubenville OH 255 N 3rd St,kperkins@ceteranetworks.com,,Salesforce
11178537,Inactive Investor,Lisa Purcell,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,lisa.purcell@fidelity.com,,Salesforce
345712,,Dan Rinck,Associate Wealth Advisor,Hcm Wealth Advisors,dan@hengeholdcapital.com,513-598-5120,Manual List Upload
239320,,Thulane Sithebe,,[Unknown],thulanes1@gmail.com,,source
11142144,Inactive Investor,Timothy Farris,,Cetera Advisors LLC West Bloomfield MI 7125 Orchard Lake Rd,timothy.farris@ceteraadvisors.com,,Salesforce
11049443,Inactive Investor,Richard Crandall,Chief Compliance Officer;Investment Advisor;Managing Member;Owner,EPI Financial Group,,,Salesforce
11102528,Inactive Investor,William Schwartz,,LPL Financial LLC San Diego CA 4707 Executive Dr,william.schwartz@lpl.com,,Salesforce
10816815,Inactive Investor,Chris Collins,,"Sanctuary Securities, Inc. Slidell LA 2054 Gause Blvd E",ccollins@sanctuarywealth.com,,Salesforce
9578183,,Benjamin Solari,Account Executive,Fisher Investments,b.solari@fi.com,,List import
10936702,Inactive Investor,Douglas Miscoll,Managing Member;Managing Principal,Ravello Partners LLC,doug@ravellocapital.com,,Salesforce
11073956,Inactive Investor,Olivia Wall,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,olivia.wall@morganstanleypwm.com,,Salesforce
11058298,Inactive Investor,Abdullah Derinkok,Chief Executive Officer;Regulatory Contact,"Wolverine Investment Advisors, LLC",alptekin@w-ria.com,,Salesforce
11073557,Inactive Investor,Donna Barth,,Key Investment Services LLC Depew NY 1455 French Rd,donna_barth@keybank.com,,Salesforce
11191405,Inactive Investor,Kenneth Armstrong,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Elevate Capital Advisors,ken@elevatecapitaladvisors.com,,Salesforce
10803908,Inactive Investor,Jeffrey Brown,Chief Investment Officer;Principal;Regulatory Contact,Shearwater Capital,jbrown@shearwatercapital.com,,Salesforce
11230812,Inactive Investor,Emily Tarletsky,,LPL Financial LLC Englewood CO 8390 E Crescent Pkwy,,,Salesforce
11148073,Inactive Investor,Christopher Thompson,,Cetera Advisor Networks LLC Cromwell CT 154 West St,thompsonc@ceteranetworks.com,,Salesforce
10871793,Inactive Investor,Eric Robertson,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Lexington KY 2365 Harrodsburg Rd",eric.robertson@tiaa.org,,Salesforce
10506028,,Mark Sadek,Branch Manager,Dime Bank/ LPL Finnacial,mark.sadek@dime.com,(718) 383-1801,List import
11121958,Inactive Investor,Virginia Johansmeyer,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",virginia.johansmeyer@ml.com,,Salesforce
374763,,Denise Diehl,Assistant Comptroller Accounting,University of Arizona Foundation,denise.diehl@uafoundation.org, +1 520 621 1868,Database Upload
9564628,,Ralph Workman,,,ralph.workman111@gmail.com,,List import
10695844,,Tammy Severt,,Davenport & Company LLC,tsevert@investdavenport.com,,List import
9598882,,Neil Malik,,,neil@standishmanagement.com,,List import
11152794,Inactive Investor,Drew Miles,,"Farmers Financial Solutions, LLC Maryville TN 604 Crawford St",dmiles@farmersagent.com,,Salesforce
11148160,Inactive Investor,Nikil Kirtikar,,Morgan Stanley,,,Salesforce
11253972,Inactive Investor,Luis Otero Lopez,,J.P. Morgan Securities LLC Fairfax VA 2905 District Ave,,,Salesforce
9568205,,Felix Fuertes,,,felix.fuertes@hotmail.com,,List import
1881310,,Kendon Bryant,,,kendonjbryant@gmail.com,,
9554776,,Brian Woodruff,,,bwoodruff@ayco.com,,List import
10978006,Inactive Investor,Amanda Cruz,Financial Advisor,Edward Jones Temple TX 1908 W Avenue H,amanda.cruz@edwardjones.com,,Salesforce
11068201,Inactive Investor,Mark Rush,Financial Advisor,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
334957,,Nathan Kurita,"Board Member, President",Pinnacle Wealth Advisors,nkurita@pnfp.com,615-743-8271,Manual List Upload
10919165,Inactive Investor,Chase Roten,Financial Advisor,Edward Jones Cushing OK 1618 E Main St,chase.roten@edwardjones.com,,Salesforce
10980830,Inactive Investor,Andrew Swanson,Vice President,"Nikulski Financial, Inc. Bettendorf IA 4275 Ontario Dr",andrew@nikulskifinancial.com,,Salesforce
174463,,Dale Lasceski,,[Unknown],dale@chestmoor.com,,
10780207,Inactive Investor,Charles Stephens,,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",daniel.stephens@wellsfargoadvisors.com,,Salesforce
248624,,Krishna RAMACHANDRA,Chairman/Founder,Digital Insights Ventures,polymath@digitalinsights.sg,,Manual List Upload
11116776,Inactive Investor,Evelyn Reed,,"U.S. Bancorp Investments, Inc. Stevens Point WI 5673 US Hwy 10 E",,,Salesforce
11067844,Inactive Investor,Vuttipun Suttiratana,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11202675,Inactive Investor,Phillip Wendt,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",phillip.t.wendt@wellsfargoadvisors.com,,Salesforce
11184958,Inactive Investor,Rodney Hotz,Investment Advisor,Momentum Independent Network Inc. Edgewood NM Private Residence,rhotz@hilltopnetwork.com,,Salesforce
10950734,Inactive Investor,Robert Wands,Financial Professional,Lincoln Investment Cranford NJ 107 South Ave W,swands@lincolninvestment.com,,Salesforce
9595218,,Ömer ?en,,,omersen35@gmail.com,,List import
11026162,Inactive Investor,Mark Durfee,,LPL Financial LLC Knoxville TN 7121 Afton Dr,mark.durfee@lpl.com,,Salesforce
11056435,Inactive Investor,Jonathan Prestridge,Investment Advisor,"Concourse Financial Group Securities, Inc. Baton Rouge LA 9026 Jefferson Hwy",jonathan.prestridge@concoursefinancial.com,,Salesforce
11031145,Inactive Investor,Jon Lawson,,GWN Securities Inc. Bardstown KY 809 Morton Ave,jlawson@gwnsecurities.com,,Salesforce
11091801,Inactive Investor,James Hegel,Financial Professional,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",james.hegel@prudential.com,,Salesforce
10606292,,Gregory Ferguson,"Research Analyst, Senior Investment Manager, Vice President","Wells Fargo Advisors Financial Network, LLC",gferguson@wfafinet.com,631-773-5400,List Import
10963484,Inactive Investor,Rahul Tandan,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",rahul.tandan@bofa.com,,Salesforce
10778057,Inactive Investor,Donna Sulzbach,,Cetera Advisors LLC North Canton OH 137 Wilbur Dr NE,donna.sulzbach@ceteraadvisors.com,,Salesforce
10813179,Inactive Investor,Marivic Dar,Financial Planner,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",marivic.dar@prudential.com,,Salesforce
9575919,,Shawn Patrick,,,shawn.patrick@transamerica.com,,List import
223167,,Joseph Pignatelli,General Partner,"LBIH, LLC",jspjr1962@gmail.com,,
10761589,Inactive Investor,Robert Dwyer,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",,,Salesforce
10900393,Inactive Investor,Matthew Wrenn,Financial Advisor,The Huntington Investment Company Canton MI 45375 Ford Rd,matthew.wrenn@huntington.com,,Salesforce
11223081,,Lois Gregory,,,lgregory@meadenmoore.com,,List Import
11201335,Inactive Investor,Eden Coltrane,Branch Operations Administrator;Vice President - Investments,Davenport & Company LLC Fredericksburg VA 904 Princess Anne St,ecoltrane@investdavenport.com,,Salesforce
11051386,Inactive Investor,Eric Manke,,First Asset Financial Inc.,ericm@firstassetfinancial.com,,Salesforce
10971916,Inactive Investor,Brendan Jackson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,brendan.jackson@fidelity.com,,Salesforce
9577467,,adrian rodriguez,,,adriancamuso074@gmail.com,,List import
11055499,Inactive Investor,Sara Stuart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",sara.stuart@ml.com,,Salesforce
10813295,Inactive Investor,Andrew Silberstein,Managing Director,Neuberger Berman BD LLC,andrew.silberstein@nb.com,,Salesforce
9620900,,Andrew Miele,,,andrew.miele@protonmail.com,,List import
10808268,Inactive Investor,Melinda Gambino,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",melinda_gambino@ml.com,,Salesforce
10890939,Inactive Investor,David Daneliak,,"Farmers Financial Solutions, LLC Naperville IL 2244 95th St",ddaneliak@farmersagent.com,,Salesforce
11115623,Inactive Investor,Joseph Dewhart,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,joseph.dewhart@fmr.com,,Salesforce
11062256,Inactive Investor,Michael Stanley,,Janney Montgomery Scott LLC,mstanley@janney.com,,Salesforce
11103792,Inactive Investor,Jeffrey Thomas,Financial Advisor,LPL Financial LLC Elizabethtown KY Private Residence,jeff.thomas@lpl.com,,Salesforce
10871267,Inactive Investor,Daniel Phillips,,"Cambridge Investment Research, Inc. Columbus OH 4625 Morse Rd",,,Salesforce
10823038,Inactive Investor,Summer Odin,Registered Client Associate,D.A. Davidson & Co. Los Angeles CA 624 S Grand Ave,sodin@dadco.com,,Salesforce
10892221,Inactive Investor,William Littrell,Chief Compliance Officer,Convergence Financial,will@convergence-financial.com,,Salesforce
11234692,Inactive Investor,Owen Keith,Partner;Wealth Manager,Creative Planning Memphis TN 700 Colonial Rd,owen.keith@creativeplanning.com,,Salesforce
10921657,Inactive Investor,Riley Saunders,Financial Planning Specialist;Investment Advisor Representative,"Cassaday & Company, Inc.",riley@cassaday.com,,Salesforce
10820101,Inactive Investor,Jake Szulinski,Financial Advisor,Edward Jones Wayne PA 656 E Swedesford Rd,jake.szulinski@edwardjones.com,,Salesforce
10938632,Inactive Investor,Jesse Blauw,,"Equitable Advisors, LLC Kalamazoo MI 141 E Michigan Ave",jesse.blauw@equitable.com,,Salesforce
10763422,Inactive Investor,Thomas Hankins,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",,,Salesforce
11181303,Inactive Investor,Kimberly Trimmer,Financial Advisor,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,kim.trimmer@lpl.com,,Salesforce
345477,,Stephen Friedberg,Strategy Associate,"The Sterling Group, L.p.",sfriedberg@sterling-group.com,713-877-8257,Manual List Upload
11183335,Inactive Investor,William Bruning,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 13560 Morris Rd",william.bruning@wellsfargoadvisors.com,,Salesforce
11143415,Inactive Investor,Lunar Balanza,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 9121 Haven Ave",lunar.balanza@transamerica.com,,Salesforce
10820463,Inactive Investor,Brian Ubaldi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",b_ubaldi@ml.com,,Salesforce
10946694,Inactive Investor,Tucker Torigoe,,"Osaic Wealth, Inc. Honolulu HI 3049 Ualena St",,,Salesforce
10936849,Inactive Investor,Jacob Perkins,,"Kestra Investment Services, LLC Glenview IL 1701 E Lake Ave",,,Salesforce
10911632,Inactive Investor,Mason Page,Chief Financial Officer;Chief Operating Officer;Investment Advisor,"Alliance Wealth Advisors, LLC",mason@awaplanning.com,,Salesforce
9612480,,Faris Chesley,,,ffc@chesleytaft.com,,List import
10859146,Inactive Investor,William McDonnell,,Stonex Securities Inc. La Grange IL 410 W Burlington Ave,,,Salesforce
345344,,Jordan Smith,,[Unknown],jordan@bayridgeventures.com,,
10979010,Inactive Investor,Peter Kaplan,,"LPL Financial LLC Waltham,  MA 200 5th Ave",peter.kaplan@lpl.com,,Salesforce
11021078,Inactive Investor,Edwin Janeczek,Financial Advisor,"Altus Wealth Group, LLC",,,Salesforce
10968034,Inactive Investor,Bruce Dagel,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,bruce.dagel@primerica.com,,Salesforce
10834801,Inactive Investor,Scott Payden,,"Ameritas Investment Company, LLC Richfield OH 4816 Brecksville Rd",spayden@ameritas.com,,Salesforce
11067513,Inactive Investor,David Ridenour,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.ridenour@fidelity.com,,Salesforce
10994139,Inactive Investor,Sara Lopez,Investment Advisor,Fisher Investments,,,Salesforce
11177387,Inactive Investor,Roger Reed,,"MML Investors Services, LLC Joplin MO Private Residence",rhreed@financialguide.com,,Salesforce
10844073,Inactive Investor,Dean Zimmerman,,LPL Financial LLC Rancho Palos Verdes CA Private Residence,dean.zimmerman@lpl.com,,Salesforce
9595636,,Keenan Call,,,kpierce@ofgltd.com,,List import
223253,,Nadia Vanderhall,Founder,The Brands And Bands Strategy Group,ncvanderhall@gmail.com,,Manual List Upload
11176254,Inactive Investor,Chiwon Moon,,J.P. Morgan Securities LLC Closter NJ 17 Ver Valen St,chiwon.moon@chase.com,,Salesforce
11198392,Inactive Investor,Kirby Shanks,Chief Investment Officer;President,"Kanos Capital Management, LLC",,,Salesforce
10813098,Inactive Investor,Karl Falkenstein,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,karl.falkenstein@morganstanley.com,,Salesforce
11015351,Inactive Investor,Peter Novak,Financial Professional,"Equitable Advisors, LLC Elyria OH 5077 Waterford Dr",pete.novak@equitable.com,,Salesforce
10890927,Inactive Investor,Thomas Flocke,Regional Vice President,PFS Investments Inc. Beaumont TX 2615 Calder St,thomas.flocke@primerica.com,,Salesforce
10935675,Inactive Investor,William Anderson,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 388 State St",scott.anderson@ampf.com,,Salesforce
9592308,,Leonardo Maye,,,leonardoemaye@gmail.com,,List import
10916949,Inactive Investor,Darlene Colbert,,Fidelity Brokerage Services LLC,darlene.colbert@fidelity.com,,Salesforce
11026065,Inactive Investor,Lincoln Sills,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,lksills@ft.newyorklife.com,,Salesforce
234456,, -,,[[Unknown]],gregoryguru@aol.com,,Organic Search
10777393,Inactive Investor,Christopher Roman,Financial Advisor,"Wells Fargo Clearing Services, LLC Seminole FL 7893 113th St",chris.roman@wellsfargo.com,,Salesforce
9553547,,Adetoyeshe -,,,adetoshola@gmail.com,,List import
11001332,Inactive Investor,John Schaly,Vice President,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",adam.schaly@equitable.com,,Salesforce
345732,,Dani Ryan,"Vice President, Portfolio Manager","The Simmons Partnership, Llc",dani@thesimmonspartnership.com,443-470-8000,Manual List Upload
11030714,Inactive Investor,Mihei Egoroff,Financial Advisor,Cross Financial Advisors Lake Oswego OR 5200 Meadows Rd,,,Salesforce
11063274,Inactive Investor,Brent Jackson,Registered Principal,LPL Financial LLC Findlay OH 300 W Main Cross St,brent.jackson@lpl.com,,Salesforce
10806241,Inactive Investor,Robert DeSanto,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",rdesanto@osaicwealth.com,,Salesforce
11009861,Inactive Investor,John Moriarty,,"U.S. Bancorp Investments, Inc. Louisville KY 3808 Lexington Rd",john.moriarty@usbank.com,,Salesforce
9616812,,James Desrouleaux,,,jldesrou@yahoo.com,,List import
10912218,Inactive Investor,Devin Peck,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10837098,Inactive Investor,Mark Buciak,Investment Advisor;Owner,MB & Associates,,,Salesforce
11159307,Inactive Investor,Austin Ryan,,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",,,Salesforce
217484,,Neil Hagen,,[Unknown],n-hagen@northwestern.edu,,
10934923,Inactive Investor,James Ewing,Financial Advisor,"Harbour Investments, Inc. Madison WI 814 Atlas Ave",,,Salesforce
9606940,,Sam Hillier,,,shillier@seic.com,,List import
9564317,,Ronald S Chen,,,ronchen@lifeplans-financial.com,,List import
10884928,Inactive Investor,James Cook,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_cook@vanguard.com,,Salesforce
9583858,,Francis Janis,,,fjanis@pomonacapital.com,,List import
11033066,Inactive Investor,Lawrence Wethje,Financial Advisor;Vice President,Morgan Stanley Rockville MD 702 King Farm Blvd,larry.wethje@morganstanley.com,,Salesforce
11164179,Inactive Investor,Miles Williams,Financial Professional,LPL Financial LLC Saint Louis MO 425 N New Ballas Rd,miles.williams@lpl.com,,Salesforce
10761483,Inactive Investor,Jamie Hudgins,,"Truist Investment Services, Inc. Woodbridge VA 13920 Noblewood Plz",jamie.hudgins@truist.com,,Salesforce
9630681,,XiaoTing SUN,,,channelsun@gmail.com,,List import
195220,,Bryan O'dell,,Creative Planning,bryan.o'dell@thinkingbeyond.com,913-338-2727,
346019,,Benjamin Cawley,Chief Compliance Officer,Holm & Cawley Financial Group Llc,ben@holmandcawley.com,702-277-3945,Manual List Upload
11102766,Inactive Investor,Jason Mayid,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,jason.mayid@jpmorgan.com,,Salesforce
11124375,Inactive Investor,Elizabeth Mathis,,Edward Jones Newberry SC 1018 Main St,,,Salesforce
10755859,Inactive Investor,Henry Jakobsze,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,henry.jakobsze@ubs.com,,Salesforce
78452,,Douglas Olson,Financial Advisor,Focus Financial,dolson@focusfinancial.com,651-379-3922,
10533891,,Rahul Shah,,,rahulshahnepal@gmail.com,,Web Form Fillout
10821980,Inactive Investor,David Graham,Managing Member;Managing Principal,"Grand Strategy Capital, LLC",d.graham@gscapllc.com,,Salesforce
10793787,Inactive Investor,Jonathan Lyons,Managing Director;Vice President - Investments,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",jonathan.lyons@raymondjames.com,,Salesforce
10863699,Inactive Investor,Molly Mccarthy,Chief Financial Officer;Lead Wealth Advisor;Regulatory Contact;Senior Manager,LD Lowe Wealth Advisory,molly@ldloweplan.com,,Salesforce
9590715,,Andrew Krout,,,andrew@degrootefinancial.com,,List import
11091888,Inactive Investor,Jason French,Private Client Investment Associate,J.P. Morgan Securities LLC Del Mar CA 2770 Via de la Valle,jason.l.french@jpmorgan.com,,Salesforce
10487451,,Matthew Craig,Director,Level Four Advisory Services,mcraig@levelfourfinancial.com,,List Import
332642,,Lindsay Lee Bauer,,TBD,lindsayleekirk@gmail.com,4086234525,
11235873,Inactive Investor,Alexander Strauss,Wealth Advisor,RDM Capital Associates Inc,alex.strauss@rdmcapital.com,,Salesforce
11151537,Inactive Investor,William Douglas,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,william.douglas@fidelity.com,,Salesforce
10834857,Inactive Investor,David Clarkson,,"Osaic Wealth, Inc. Fort Collins CO 227 S Howes St",dclarkson@royalaa.com,,Salesforce
11010567,Inactive Investor,Matthew Arce,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,matthew.m.arce.f25m@statefarm.com,,Salesforce
9569137,,Stephen Connolly,,,stephen.connolly@crownmail.net,,List import
9628360,,Akin Oshoko,,,akin.oshoko@googlemail.com,,List import
40808,,Rodd McMinn,,"MML Investors Services, LLC",rmcminn@financialguide.com,716-636-2525,
9617711,,Victor Maruri,,,vmaruri@hcpcompany.com,,List import
193881,,EDUARDO CASTILLO,OWNER,EMPIRE LIVING LLC,puddnmonster@gmail.com,7869611942,
11042628,Inactive Investor,Amy Hussain,,"World Equity Group, Inc.",ahussain@weg1.com,,Salesforce
11234179,Inactive Investor,Shannon Scott,,"RBC Capital Markets, LLC Colorado Springs CO 102 S Tejon St",,,Salesforce
10976853,Inactive Investor,Amina Jameel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10996700,Inactive Investor,Jenny Pavelka,,LPL Financial LLC Taylor TX 301 N Main St,jenny.pavelka@lpl.com,,Salesforce
11094471,Inactive Investor,Jennifer Power,,"ValMark Securities, Inc. Boca Raton FL 1001 W Yamato Rd",,,Salesforce
10970143,Inactive Investor,Justin Brown,,Goldman Sachs & Co.,,,Salesforce
10803809,Inactive Investor,David Houser,,NYLIFE Securities LLC Red Oak TX 8041 W Highland Rd,dbhouser@ft.newyorklife.com,,Salesforce
11009042,Inactive Investor,Carolina Garcia,,Mutual of America Securities LLC Boca Raton FL 1150 Broken Sound Pkwy NW,carolina.garcia@mutualofamerica.com,,Salesforce
11041369,Inactive Investor,Charles Arroyo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11204537,Inactive Investor,Timothy Dod,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,timothy.dod@ubs.com,,Salesforce
10824930,Inactive Investor,Michael Sullivan,,"Dempsey Lord Smith, LLC",michael.sullivan@dempseyi.com,,Salesforce
169501,,Ziyi Li,,[Unknown],ziyi-26@hotmail.com,,
9570787,,George Shanlikian,,,md@genemedics.com,,List import
10880754,Inactive Investor,Melissa Danicki,Financial Advisor,Edward Jones Huron OH 2012 Cleveland Rd W,melissa.danicki@edwardjones.com,,Salesforce
9643326,,HJKETRA THRJEAK,,,mibine@gmail.com,,List import
370974,,Mike Owino,,Kenya,mike@mikeowino.com,,Salesforce
10510075,,James Estes,First Vice President/Investments,Stifel,estesj@stifel.com,,List Import
11131122,Inactive Investor,Brandon Curneen,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",brandon.curneen@wellsfargo.com,,Salesforce
10787165,Inactive Investor,Matthew Spear,Chief Compliance Officer;Managing Director,"Sapere Wealth Management, LLC",matt.spear@sapere.com,,Salesforce
10943867,Inactive Investor,Kaela Aspeel,,Fidelity Brokerage Services LLC,,,Salesforce
10867095,Inactive Investor,Mark Musselman,,Country Capital Management Company Morrison IL 100 E Knox St,mark.musselman@countryfinancial.com,,Salesforce
11045334,Inactive Investor,Richard Petras,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",richard.petras@wellsfargoadvisors.com,,Salesforce
11131557,Inactive Investor,David Rich,Financial Advisor,Edward Jones Greenville SC 301 Butler Ave,david.rich@edwardjones.com,,Salesforce
11056914,Inactive Investor,Jacob Fozio,,The Huntington Investment Company Akron OH 3 Cascade Plz,jake.v.fozio@huntington.com,,Salesforce
11192897,Inactive Investor,Catherine St. Dizier,Financial Advisor,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",catherine.stdizier@valic.com,,Salesforce
11140733,Inactive Investor,Richard Huite,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Belleville IL Private Residence",rich.huite@benjaminfedwards.com,,Salesforce
50632,,Richard McCabe,Financial Advisor,"MML Investors Services, LLC",richardtmccabe@financialguide.com,732-623-5734,
10964503,Inactive Investor,Matthew Vetsch,,"Wells Fargo Clearing Services, LLC Yakima WA 101 E Yakima Ave",,,Salesforce
11222438,,Michael Bass,,,bass@wagadvisors.com,,List Import
10617446,,Patrick Dunne,,,pat.dunne@edwardjones.com,,List Import
10880858,Inactive Investor,Gregory Scott,Branch Manager;Registered Principal,LPL Financial LLC Englewood CO 7208 S Tucson Way,gregory.scott@lpl.com,,Salesforce
10947280,Inactive Investor,Michelle Kraus,,"Wells Fargo Clearing Services, LLC Jackson NJ 2115 W County Line Rd",michelle.kraus@wellsfargo.com,,Salesforce
10897055,Inactive Investor,Landon Landry,,MWA Financial Services Inc. Canadian TX 112 Main St,landon.t.landry@mwarep.org,,Salesforce
9627341,,Dark Samus,,,gramirez644@gmail.com,,List import
11177330,Inactive Investor,Daniel Artrip,,Cetera Advisors LLC Smithville OH 790 E Main St,daniel.artrip@ceteraadvisors.com,,Salesforce
163442,,Thanasi Petridis,,[Unknown],thanasipetridis@gmail.com,,Organic Search
10953607,Inactive Investor,Ryan Newkirk,,"Empower Financial Services, Inc Silverdale WA Private Residence",,,Salesforce
10982146,Inactive Investor,Lacey Hayes,,SECU Brokerage Services Winston Salem NC 3389 Sides Branch Rd,laceyjaye.hayes@ncsecu.org,,Salesforce
9555165,,Casper Terpinski,,,cterpinski@zacks.com,,
10759554,Inactive Investor,Anthony Ferraro,Financial Advisor,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",tony.ferraro@wellsfargoadvisors.com,,Salesforce
11057300,Inactive Investor,Sidney Stech,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,sidney.stech@primerica.com,,Salesforce
10907094,Inactive Investor,Hylee Hansen,,"Cambridge Investment Research, Inc. Meridian ID 3023 E Copper Point Dr",,,Salesforce
214805,,Elizabeth Murray,,[Unknown],lisabet041@gmail.com,,
10916923,Inactive Investor,Deborah Collins,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",,,Salesforce
352260,,Jay Henry,Vice President,Pamlico Capital,jay.henry@pamlicocapital.com,704-414-7150,Manual List Upload
10925126,Inactive Investor,Alice Campbell,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11130467,Inactive Investor,Henry Peeler,,"Osaic Wealth, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
10617937,,Douglas Roselieb,,,douglas.roselieb@equitable.com,,List Import
11030219,Inactive Investor,Oz Tzvi,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",oz.tzvi@tfaconnect.com,,Salesforce
11010889,Inactive Investor,Nicolas Carbone,Financial Advisor,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",nicolas.carbone@equitable.com,,Salesforce
9605698,,Eric Anderson,,,eric.m.anderson@andersentax.com,,List import
9569698,,LEE -,,,lee@shmfinancial.com,,List import
9634392,,Paul Brotcke Revocable Living Trust,,,paul@bwp-inc.com,,List import
10783015,Inactive Investor,Gerald Dowling,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",gerald_dowlingjr@ml.com,,Salesforce
11149973,Inactive Investor,Patrick Gill,Financial Advisor,LPL Financial LLC Fort Collins CO 1044 W Drake Rd,patrick.gill@lpl.com,,Salesforce
374468,,Douglas Ramsey,Chief Investment Officer And Portfolio Manager,Leuthold Weeden Capital Management,dramsey@lwcm.com,612-332-9141,Manual List Upload
10844922,Inactive Investor,Ronald Sussman,,"The Leaders Group, Inc.",,,Salesforce
11049166,Inactive Investor,Daniel Cohen,,Thurston Springer Financial Deerfield IL 580 Standish Dr,,,Salesforce
10974698,Inactive Investor,Kirsten Baron,,"Transamerica Financial Advisors, Inc Ontario CA 3602 Inland Empire Blvd",kirsten.baron@tfaconnect.com,,Salesforce
9552143,,Elizabeth Schehl,,,elizabeth.schehl@suntrust.com,,List import
11106604,Inactive Investor,Craig Kramer,Director - Wealth Management,Citigroup Global Markets Inc. New York NY 399 Park Ave,craig.kramer@citigroup.com,,Salesforce
10603845,,Amrit Agrawal,Chief Investment Officer,"Piper Sandler Finance Management, LLC",amrit.agrawal@psc.com,,List Import
11028781,Inactive Investor,Olukayode Ajanaku,,"Allstate Financial Services, LLC Sugar Land TX 9903 S Hwy 6",olukayodeajanaku@allstate.com,,Salesforce
62141,,Brandy Simpson,Financial Associate,Thrivent Investment Management Inc.,brandy.simpson@thrivent.com,701-228-2471,
11066558,Inactive Investor,Michael Weller,,"Avantax Investment Services, Inc.",,,Salesforce
11086687,Inactive Investor,Bryan Snyder,,"W&S Brokerage Services, Inc. Lexington KY 2285 Executive Dr",bryan.snyder@wslife.com,,Salesforce
10777345,Inactive Investor,Neil Dermody,,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",neil.p.dermody@wellsfargoadvisors.com,,Salesforce
9548623,,jose navarro,,,josalo4545@yahoo.com,,List import
10994467,Inactive Investor,Michael Chinen,Financial Professional,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
11238319,Inactive Investor,Timothy Kelly,,"Avondale Conquest, LLC",tkelly@avondalepartnersllc.com,,Salesforce
10877421,Inactive Investor,Kimberly Gambero,Customer Service Associate,Morgan Stanley Fresno CA 5250 N Palm Ave,kimberly.gambero@morganstanley.com,,Salesforce
11125760,Inactive Investor,Eric Trinidad,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9574372,,Drew Sanda,,,drew.sanda@gmail.com,,List import
10864726,Inactive Investor,Janice English,,LPL Financial LLC Colorado Springs CO Private Residence,,,Salesforce
9553214,,Gabriel Jozic,,,gabrijel@luxury-trade.com,,List import
11071047,Inactive Investor,Brett Colaiacovo,,Goldman Sachs & Co.,brett.colaiacovo@gs.com,,Salesforce
10874385,Inactive Investor,David Jimmerson,,"Raymond James Financial Services, Inc. Clarksville TN 2681 Townsend Ct",david.jimmerson@raymondjames.com,,Salesforce
9591497,,lida weller,,,bluegreen@gmail.com,,List import
11118046,Inactive Investor,John Wade,Financial Advisor,"Ameriprise Financial Services, LLC Rochester NY 90 Linden Oaks",john.wade@ampf.com,,Salesforce
10875558,Inactive Investor,Jaime Nyssen,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",,,Salesforce
10689526,,ROBERT ILLE,,,rgille2@gmail.com,,Web Form Fillout
11086065,Inactive Investor,Charmon Baker,Financial Advisor,Edward Jones Winston Salem NC 135 Jonestown Rd,charmon.baker@edwardjones.com,,Salesforce
11000311,Inactive Investor,Ryan Losito,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
10918527,Inactive Investor,Austin Feeney,Financial Advisor,Edward Jones Morris IL 101 George St,austin.feeney@edwardjones.com,,Salesforce
11254334,Inactive Investor,William Adkisson,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
11202807,Inactive Investor,Tara Elmaleh,Senior Wealth Advisor,"The Colony Group, LLC Boca Raton FL 5100 Town Center Cir",telmaleh@thecolonygroup.com,,Salesforce
11173713,Inactive Investor,Shilpi Gupta,,J.P. Morgan Securities LLC Livermore CA 1480 1st St,shilpi.gupta@jpmorgan.com,,Salesforce
11200624,Inactive Investor,Ryan Muldowney,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Minneapolis MN 225 S 6th St,ryan.b.muldowney@morganstanley.com,,Salesforce
153627,,Michael Fleig,,[Unknown],mfleig0117@gmail.com,,
10902698,Inactive Investor,Jeffrey Haines,Financial Advisor,"Gateway Wealth Partners, LLC Glastonbury CT 455 Winding Brook Dr",jhaines@mygfpartner.com,,Salesforce
10793327,Inactive Investor,Anders Ramstad,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",eric.rider@cir2.com,,Salesforce
11236871,Inactive Investor,Christopher Zehnder,Senior Wealth Advisor,Paulson Wealth Management Inc. Saint Cloud FL 113 E 13th St,,,Salesforce
9542904,,Aabhas Shukla,,,1841012207.d.aabhasshukla@gmail.com,,List import
11141486,Inactive Investor,James Thomas,Partner,"Independence Capital Co., Inc.",jthomas@indcap.com,,Salesforce
10921808,Inactive Investor,Jeffrey Wilcox,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,jeff.wilcox.mdij@statefarm.com,,Salesforce
10868740,Inactive Investor,Maryjo Romano,,"Grove Point Investments, LLC Oxford CT Private Residence",mromano@hbeckinc.com,,Salesforce
9564282,,Jonathan Allen,,,jallen@birchtreeltd.com,,List import
9616992,,Robin Fadal,,,rfadal@hotmail.com,,List import
11145578,Inactive Investor,Joanne Allessi,Vice President;Wealth Management Associate,Morgan Stanley Geneva IL 10 W State St,joanne.allessi@morganstanley.com,,Salesforce
10891106,Inactive Investor,Collin Clark,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,collin.clark@fmr.com,,Salesforce
11200924,Inactive Investor,Edward Warn,,Cetera Advisor Networks LLC Shakopee MN 940 Vierling Dr W,,,Salesforce
11233399,Inactive Investor,Samantha Stidham,,"First Command Brokerage Services, Inc. Woodbridge VA 13625 Office Pl",,,Salesforce
346769,,Aditya Sharma,"Senior Vice President, Mumbai",Ta Associates,asharma@ta.com,617-574-6700,Manual List Upload
10939462,Inactive Investor,Ashleigh Hoover,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
2553286,,Rodolfo Rios,,,rodolnacional@yahoo.com,,
9553640,,Dawn Roach,,,roach.dawn@principal.com,,List import
116784,,Howard Kramer,Co-founder & Chief Operating Officer,Listrak,howard.kramer@listrak.com,(717) 625-7840,
10776831,Inactive Investor,Curtis Cloke,,"J.W. Cole Financial, Inc. Burlington IA 320 N 3rd St",,,Salesforce
11116774,Inactive Investor,William Carrillo,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Littleton CO 9376 S University Blvd",rod.carrillo@usbank.com,,Salesforce
9586194,,Oluwaseun Emmanuel,,,officialwithkayode@gmail.com,,List import
11062245,Inactive Investor,Mark Brown,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",mark_brown1@ml.com,,Salesforce
10847683,Inactive Investor,Douglas Justice,Senior Financial Consultant,PNC Investments Louisville KY 6720 Bardstown Rd,douglas.justice@pnc.com,,Salesforce
9600162,,dfdfs dsffsd,,,opasuckei@hotmail.com,,List import
10657576,,Fadi Alhammuri,,,falhammuri@ft.newyorklife.com,,List Import
10769437,Inactive Investor,Gabriel Alba,,Fidelity Brokerage Services LLC Berkley MI Private Residence,,,Salesforce
11092441,Inactive Investor,Carlos Canela,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9615844,,Tomasz Danielski,,,danielski1988@gmail.com,,List import
11100038,Inactive Investor,Jeffrey Jacobs,Financial Associate,Thrivent Investment Management Inc. Sheboygan WI 1511 S 12th St,jeffrey.jacobs@thrivent.com,,Salesforce
9591683,,Anastasiia Trehubova,,,tregubova.anastasiia@gmail.com,,List import
9613976,,michael corleone,,,wheatwaves3@gmail.com,,List import
10962876,Inactive Investor,Matthew Malone,,"TBH Global Asset Management, LLC",matthew@tbhplan.com,,Salesforce
11159167,Inactive Investor,Debi Vasques,Financial Advisor,Edward Jones Sherman Oaks CA 15315 Magnolia Blvd,debi.vasques@edwardjones.com,,Salesforce
11065882,Inactive Investor,Janet Dukes,,"Transamerica Financial Advisors, Inc Charlotte NC 3545 Whitehall Park Dr",janet.dukes@tfaconnect.com,,Salesforce
9554556,,Robert Emily,,,robertemily1958@gmail.com,,List import
11002689,Inactive Investor,Duncan Mckinney,,PFS Investments Inc. La Crosse WI 601 7th St N,dmckinney.9bllm@primerica.com,,Salesforce
10645084,,William Laluz,,,william.laluz@primerica.com,,List Import
10859254,Inactive Investor,Demetrios Aggelis,,Citigroup Global Markets Inc.,demetrios.aggelis@citi.com,,Salesforce
11179681,Inactive Investor,Heather Simon,,J.P. Morgan Securities LLC Ponte Vedra Beach FL 190 A1A N,heather.b.robertson@chase.com,,Salesforce
9634499,,Christopher Callahan,,,ccallahan@mfs.com,,List import
10915568,Inactive Investor,Alec Martin,Financial Advisor,Edward Jones Clinton IL 203 E Side Sq,alec.martin@edwardjones.com,,Salesforce
10789989,Inactive Investor,Charles Kelley,Founder;Principal;Senior Portfolio Manager,Compass Capital Management Inc Minneapolis MN 400 Baker Building,kelley@compasscap.com,,Salesforce
10877449,Inactive Investor,John Foltz,Financial Advisor,Edward Jones Palmyra PA 2866 Horseshoe Pike,john.foltz@edwardjones.com,,Salesforce
9557853,,Eric Farr,,,efarr52@gmail.com,,List import
10947892,Inactive Investor,Timothy Couture,,"First Citizens Investor Services, Inc. Boston MA 53 State St",,,Salesforce
11089974,Inactive Investor,Peter Rocca,Director - Business Development;Director - Marketing;Owner;Principal,"Palisade Asset Management, LLC",procca@palisadeam.com,,Salesforce
11102526,Inactive Investor,Stuart Augustine,,LPL Financial LLC Fayetteville NC 2315 Bloom Ave,stuart.augustine@lpl.com,,Salesforce
10510624,,Rachel Shingleton,Senior Associate,Dimensional Fund Advisors,rachel.shingleton@dimensional.com,,List Import
9602067,,Michael Thompson,,,mthompson@montag.com,,List import
10919558,Inactive Investor,Harry Mills,,"Lion Street Financial, LLC Fort Worth TX Private Residence",hmills@lionstreet.com,,Salesforce
11099542,Inactive Investor,Larry West,,"Longview Financial Advisors, Inc.",larry@longviewfa.com,,Salesforce
10877565,Inactive Investor,Barbara Tilka,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Jacksonville FL 8081 Philips Hwy",barbara.tilka@tfaconnect.com,,Salesforce
9603732,,Sinan Uong,,,sinanuong@gmail.com,,List import
10885687,Inactive Investor,Dyllin Moulton,Managing Member;Private Wealth Advisor,"Fairscale Capital, LLC",dyllin@fairscalecapital.com,,Salesforce
10861811,Inactive Investor,Cameron Kapfhamer,Financial Advisor,"Hantz Financial Services, Inc.",cameron.kapfhamer@hantzgroup.com,,Salesforce
10869983,Inactive Investor,Alan Lichtenstein,,"Concorde Investment Services, LLC East Setauket NY 61 Rte 25a",alichtenstein@concordeis.com,,Salesforce
5588768,,Nic Mar,,,nicmar74@sunrise.ch,,Web Form Fillout
9591630,,Julie Marchetti,,,juliemarchetti339@gmail.com,,List import
11176428,Inactive Investor,Ricardo Kong,,"CNR Securities, LLC",ricardo.kong@cnr.com,,Salesforce
10792397,Inactive Investor,Gregory Gobble,Financial Advisor,"Osaic Institutions, Inc. Saint Louis MO 11901 Olive Blvd",,,Salesforce
10987436,Inactive Investor,Juan Guerrero,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10845869,Inactive Investor,John Ryan,,Vanguard Marketing Corporation,john_ryan@vanguard.com,,Salesforce
1003416,Inactive Investor,Alistair Milne,,Altana Wealth,alistair.milne@altanawealth.com,,3rd Party Lead Gen
10901927,Inactive Investor,Melinda Huffer,,"Northwestern Mutual Investment Services, LLC Columbus IN 404 Washington St",melinda.huffer@nm.com,,Salesforce
10944808,Inactive Investor,Maria Petracchini,,"ACP Securities, LLC",,,Salesforce
11005751,Inactive Investor,Elisa Berger,,"M&A Securities Group, Inc. Grand Rapids MI 140 Monroe Center St NW",,,Salesforce
11061786,Inactive Investor,Crystal Dunaway,,LPL Financial LLC Rock Hill SC 660 Anderson Rd N,crystal.dunaway@lpl.com,,Salesforce
10998427,Inactive Investor,Sheanan Martinez,,J.P. Morgan Securities LLC Pomona NY 1581 Rte 202,sheanan.j.martinez@jpmorgan.com,,Salesforce
10923722,Inactive Investor,Basel Alwawi,,"Sanctuary Securities, Inc. Chicago IL 209 S La Salle St",balwawi@sanctuarywealth.com,,Salesforce
9582986,,Hari Hari,,,haribawa14@gmail.com,,List import
233802,, -,,[[Unknown]],741452416@qq.com,,
9545275,,Iyandra Bryan,,,iyandrabryan16@gmail.com,,List import
10846436,Inactive Investor,Ann Livecchi,,Citigroup Global Markets Inc. Ossining NY 22 Pleasantville Rd,ann.marie.livecchi@citi.com,,Salesforce
10863198,Inactive Investor,Maziar Monshi,,"IFP Securities, LLC Boca Raton FL 7000 W Palmetto Park Rd",m.monshi@ifpartners.com,,Salesforce
11043047,Inactive Investor,Jason Gilbert,Financial Advisor,Edward Jones Plano TX 5550 Granite Pkwy,jason.gilbert@edwardjones.com,,Salesforce
10987876,Inactive Investor,Michelle Long,,"Ameriprise Financial Services, LLC Cameron Park CA Private Residence",michelle.long@ampf.com,,Salesforce
11181689,Inactive Investor,Nicholas Garcia,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9591267,,Doug Nashif,,,donzidoug@gmail.com,,List import
10779276,Inactive Investor,Michael Stuart,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Washington DC 1775 I St NW,michael.d.stuart@morganstanley.com,,Salesforce
10942182,Inactive Investor,Gregory Walls,,PFS Investments Inc. Vancouver WA 3305 Main St,walls.gregorycharles@primerica.com,,Salesforce
11203218,Inactive Investor,Jacob Kuebler,Managing Partner;Owner;President;Regulatory Contact;Senior Financial Advisor,"Bluestem Financial Advisors, LLC",jake@bluestemfa.com,,Salesforce
10781342,Inactive Investor,Brian Timmis,,Robert W. Baird & Co. Incorporated,,,Salesforce
11075444,Inactive Investor,Derek Cornelius,,Advanced Strategies Broker Dealer LLC,,,Salesforce
10952758,Inactive Investor,Nicholas Pappas,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,nicholas.pappas@ceterainvestors.com,,Salesforce
10936968,Inactive Investor,Jared Johnson,Associate Wealth Manager;Member;Regulatory Contact;Shareholder,"Echo Wealth Management, LLC",jjohnson@echowm.com,,Salesforce
10754242,Inactive Investor,Brian Houle,Client Service Associate;Registered Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,brian.houle@morganstanley.com,,Salesforce
248303,,Wesley Wang,Director,Sunrise Brokers,wesley.wang@sunrisebrokers.com,,Manual List Upload
11089834,Inactive Investor,John Namey,,"Avantax Investment Services, Inc. Franklin MA 103 Jefferson Rd",,,Salesforce
10808463,Inactive Investor,Thomas Janosky,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",thomas.janosky@ml.com,,Salesforce
10950409,Inactive Investor,Daniel Jantzen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10999923,Inactive Investor,Peter Fuszard,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,peter.fuszard.f0uz@statefarm.com,,Salesforce
11011499,Inactive Investor,William Biery,,"W&S Brokerage Services, Inc. Covington KY 909 Wrightsummit Pkwy",bill.biery@wslife.com,,Salesforce
9593104,,Nicholas Brunner,,,nicholas.a.brunner@gmail.com,,List import
9597258,,Mark Anderson,,,mark@tradewinds-cm.com,,List import
344870,,Sharon Andrade,Receptionist,"Endurance Wealth Management, Inc.",sandrade@endurancewealth.com,401-854-0993,Manual List Upload
10938587,Inactive Investor,Vishal Thakkar,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,vishal.thakkar@jpmorgan.com,,Salesforce
1943758,,Brian Workman,,,brworkman@mac.com,,
9624513,,Massimo Formby,,,massimo.formby@gmail.com,,List import
11065560,Inactive Investor,Francine Griggs,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Second Vice President,Morgan Stanley Seattle WA 601 Union St,francine.griggs@morganstanley.com,,Salesforce
10818400,Inactive Investor,Walter Kleinmeyer,,"Osaic FS, Inc. Johnstown PA 729 Ferndale Ave",,,Salesforce
374391,,Jack Ablin,"Chief Investment Officer, Founding Partner","Cresset Asset Management, LLC",jablin@cressetwealth.com,312-429-2395,Salesforce
10869521,Inactive Investor,Kyle Lucas,Financial Consultant;Partner,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",kyle.lucas@equitable.com,,Salesforce
10808137,Inactive Investor,Cynthia Touchton,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",,,Salesforce
11201425,Inactive Investor,Galo Medina,,"Avantax Investment Services, Inc. Los Angeles CA 801 S Figueroa St",medinag@myavantax.com,,Salesforce
10761591,Inactive Investor,Shane Brisbin,Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,shane.brisbin@morganstanley.com,,Salesforce
11140223,Inactive Investor,Martin Gutierrez,Financial Professional,"Equitable Advisors, LLC El Paso TX 5741 Belding Dr",martin.gutierrez@equitable.com,,Salesforce
11095530,Inactive Investor,John Isbell,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
1003366,Inactive Investor,Greg Zaffiro,,Electron Capital Partners,gregzaffiro@gmail.com,,3rd Party Lead Gen
11087082,Inactive Investor,Michele Ayala Santos,,"Pensionmark Securities, LLC Tempe AZ 350 W Washington St",,,Salesforce
11028955,Inactive Investor,Logan Brown,,"Fifth Third Securities, Inc. Hendersonville TN 1044 Glenbrook Way",logan.brown@53.com,,Salesforce
11172481,Inactive Investor,David Nute,Financial Planner;President,"Creative Retirement Planning, Inc.",,,Salesforce
10907572,Inactive Investor,Christopher Lops,,LPL Financial LLC Lockport NY 5737 S Transit Rd,christopher.lops@lpl.com,,Salesforce
10834804,Inactive Investor,David Cary,,LPL Financial LLC Collinsville IL 526 Saint Louis Rd,david.cary@lpl.com,,Salesforce
10779714,Inactive Investor,Xinia Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",xinia_martinez@ml.com,,Salesforce
10656882,,Lubna Ibrahim,,,lubna.ibrahim@jpmorgan.com,,List Import
11052763,Inactive Investor,Daniel Boyle,Portfolio Manager;Senior Vice President;Vice President,"Provident Investment Management, Inc.",danielb@investprovident.com,,Salesforce
11208514,Inactive Investor,Alexander Malossi,,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
11087182,Inactive Investor,Mark Brooke,Financial Advisor,Edward Jones Purcellville VA 192 N 21st St,mark.brooke@edwardjones.com,,Salesforce
11160547,Inactive Investor,Nancy Littleton,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
231921,,Montbenon Investment Group Ltd,,[Unknown],ab@gentwo.com,,
1002823,Inactive Investor,Tim Hamilton,Portfolio Manager,"Atlas Private Wealth Management, Llc",thamilton@atlaspwm.com,(413) 458-4700,
11138048,Inactive Investor,Phillip Maiers,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",,,Salesforce
10942907,Inactive Investor,Barbara Redstone,,"Ameritas Investment Company, LLC",bredstone@ameritas.com,,Salesforce
9593943,,Oladele Olawae,,,sakindeinde@gmail.com,,List import
337352,,Julie Sanders,Senior Associate,Kainos (tx) Capital Lp,jsanders@kainoscapital.com,214-740-7300,Manual List Upload
10766958,Inactive Investor,Paul Darr,Financial Advisor;Vice President - Wealth Management,Morgan Stanley San Antonio TX 7600 Broadway,paul.darr@morganstanley.com,,Salesforce
10892708,Inactive Investor,Nathaniel Loge,Financial Advisor,Edward Jones Minneapolis MN 9298 Central Ave NE,nathaniel.loge@edwardjones.com,,Salesforce
10903501,Inactive Investor,James Cook,,"Equitable Advisors, LLC Mobile AL 4327a Blvd Park S",james.cook@equitable.com,,Salesforce
11074891,Inactive Investor,David Seufer,Chief Compliance Officer;Founder;Wealth Advisor,Gravitas Wealth Planning,david@gravitaswealthplanning.com,,Salesforce
11192891,Inactive Investor,Robert Sullivan,Branch Manager;Financial Advisor;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Glenview IL 2700 Patriot Blvd,joe.sullivan@morganstanley.com,,Salesforce
11197967,Inactive Investor,August Hummert,,LPL Financial LLC Chesterfield MO 133 Chesterfield Business Pkwy,dan.hummert@lpl.com,,Salesforce
10778117,Inactive Investor,Kenneth Pollard,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
5223652,,Amit rai,,,pwnrai13@gmail.com,,Web Form Fillout
11085875,Inactive Investor,Keith St. John,Compliance Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
109452,,Michael Brener,,Merrill,michael.brener@gmail.com,,
11171341,Inactive Investor,Jasson Waters,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jasson_waters@vanguard.com,,Salesforce
9541850,,matt Strelecki,,,mattstrelecki@gmail.com,,List import
10797047,Inactive Investor,David Baker,Financial Advisor,Edward Jones Columbus OH 2378 E Main St,david.baker@edwardjones.com,,Salesforce
11057527,Inactive Investor,Gerald Geter,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",gerald.geter@schwab.com,,Salesforce
9632766,,Suzie Hultman,,,suzie@storerfoundation.org,,List import
352454,,Jon Christiansen,"Senior Research Analyst, Director, Dividend Growth Strategy",Crawford Investment Counsel Inc,jchristiansen@crawfordinvestment.com,770-859-0045,Manual List Upload
11051372,Inactive Investor,Ryan North,,Key Investment Services LLC Dublin OH 5775 Frantz Rd,ryan.north@key.com,,Salesforce
10808926,Inactive Investor,Michael Brewi,,"Raymond James Financial Services, Inc. Wilton CT 44 Old Ridgefield Rd",mike.brewi@raymondjames.com,,Salesforce
10790532,Inactive Investor,Thomas Ferry,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",,,Salesforce
11210387,Inactive Investor,Ryan Adams,,Edward Jones Quitman GA 219 E Screven St,,,Salesforce
10927741,Inactive Investor,Angelo Bates,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11199367,Inactive Investor,John Smith,Chief Investment Officer;Member,"Edge Financial Advisors, LLC Wheaton IL 1776A S Naperville Rd",john@edgefa.com,,Salesforce
10909579,Inactive Investor,Paul Liffengren,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,paul.liffengren@fmr.com,,Salesforce
9577075,,Frank Abston,,,fnabston@ftbadvisors.com,,List import
9583008,,Dave Mullen,,,dmullen@hazardsiegel.com,,List import
11138817,Inactive Investor,Hana Jo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 9290 Mira Mesa Blvd",hana.jo@ml.com,,Salesforce
205717,,Jeannette Murphy,,Echt Fin,jeanette@echtfin.com,,
11070812,Inactive Investor,William Milne,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",william.milne@nm.com,,Salesforce
10890995,Inactive Investor,DeAndre Coke,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",deandre.coke@nm.com,,Salesforce
9642493,,darren marks,,,drmarks@gmail.com,,List import
11071469,Inactive Investor,Jonathan Meyers,Private Client Financial Advisor,"Citizens Securities, Inc. Swampscott MA 500 Paradise Rd",jonathan.meyers@citizensbank.com,,Salesforce
9623932,,Simon Kyagaba,,,simonpeterkg@live.co.uk,,List import
9602804,,Andrew Toombs,,,andymtoombs@gmail.com,,List import
11210040,Inactive Investor,Braden Kelly,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,braden_kelly@vanguard.com,,Salesforce
9614125,,Sarah Jane Brennan Sarah Jane Brennan,,,sorcha.ni.b@gmail.com,,List import
10755802,Inactive Investor,Ryan Saunders,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",ryan.saunders@nm.com,,Salesforce
11184722,Inactive Investor,Ashley Havens,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,ashleywilkie@statefarm.com,,Salesforce
113248,,Bo Bai,Chairman,Asia Green Fund,bbai@asiagreenfund.com,,
10762362,Inactive Investor,Kevin Chauvin,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,kevin.chauvin@ubs.com,,Salesforce
372853,,Andrew Deutsch,,Womens Health Specialists,deutsch.drew@gmail.com,,source
10793268,Inactive Investor,Tracey Dubree,Financial Advisor;Vice President,UBS Financial Services Inc. Cockeysville MD 307 International Cir,tracey.dubree@ubs.com,,Salesforce
11055329,Inactive Investor,Adam Tamburro,,Goldman Sachs & Co. Troy MI 1301 W Long Lake Rd,,,Salesforce
10901350,Inactive Investor,Maximilian Mcdermott,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9643587,,Russ Ramsey,,,rramsey@ramseyasset.com,,List import
11127390,Inactive Investor,John Falvey,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,john.falvey.lqrd@statefarm.com,,Salesforce
9635542,,Michael Gordon,,,mgordon@iaaria.com,,List import
10987780,Inactive Investor,Steven Dolan,,"Hornor, Townsend & Kent, LLC Lenexa KS Private Residence",,,Salesforce
41650,,Travis Rose,Financial Associate,Thrivent Investment Management Inc.,travis.rose@thrivent.com,715-623-5279,
11069976,Inactive Investor,Graham Silvey,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11009798,Inactive Investor,Rodolfo Castro,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11031706,Inactive Investor,Laurie Carpenter,Financial Advisor,Edward Jones Midland TX 3211 W Wadley Ave,,,Salesforce
10871818,Inactive Investor,Matthew Childs,,Portsmouth Financial Services,,,Salesforce
11150775,Inactive Investor,Benedict Maloney,Financial Advisor,"Centaurus Financial, Inc. San Diego CA 7922 Entrada de Luz W",,,Salesforce
10617181,,Charles Holup,,,charles.holup@jpmorgan.com,,List Import
11104717,Inactive Investor,Johnny Hong,Financial Advisor,"Pruco Securities, LLC. Los Angeles CA 3530 Wilshire Blvd",johnny.hong@prudential.com,,Salesforce
11179180,Inactive Investor,Trina Thomas,,Cetera Advisors LLC Normal IL 1100 Beech St,,,Salesforce
9594540,,Sarah Horrigan,,,shorrigan@sequoia-financial.com,,List import
11051319,Inactive Investor,Devin Packer,,"The Leaders Group, Inc.",,,Salesforce
10813860,Inactive Investor,Gregory Laird,Senior Client Associate,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",gregory.laird@wellsfargoadvisors.com,,Salesforce
10873781,Inactive Investor,Christina Madson,Wealth Advisor,Magnetic North Tax & Accounting,cmadson@priebewealth.com,,Salesforce
11148772,Inactive Investor,Michael Danna,,"Kestra Investment Services, LLC Chesterfield MO 500 Chesterfield Ctr",,,Salesforce
10855923,Inactive Investor,Gary Crum,Chairman;President,"Midwest Investment and Retirement Management, Inc.",,,Salesforce
11124318,Inactive Investor,Philip Coffman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Paramus NJ 80 W Century Rd",philip.coffman@nm.com,,Salesforce
10769629,Inactive Investor,Douglas MacCormack,,"Raymond James Financial Services, Inc. Gap PA 5360 Lincoln Hwy",douglas.maccormack@raymondjames.com,,Salesforce
11164877,Inactive Investor,Jonathan Kreps,,"Osaic Wealth, Inc. Willmar MN 309 Lakeland Dr SE",,,Salesforce
9600153,,Quinton Mason,,,uncut23@hotmail.com,,List import
10791970,Inactive Investor,Kevin Simpson,Chief Investment Officer;Founder;Member;President,"Capital Wealth Planning, LLC",,,Salesforce
9557037,,Jenan Us,,,671allanahfixtoer@maginvest.biz,,List import
9608444,,min huang,,,huangmin7743@163.com,,List import
221991,,Scott Betz,"Chief Compliance Officer, Chief Operating Officer",Palmer Square Capital Management LLC,scott@palmersquarecap.com,816-994-3200,
9554591,,Serria Rego,,,serria.rego@transamerica.com,,List import
11056512,Inactive Investor,Amanda Nowag,,PFS Investments Inc. Naperville IL 1555 Naperville Wheaton Rd,anowag@primerica.com,,Salesforce
120534,,Nicole Haines,"Chief Compliance Officer, President",WealthMD Corporation,ntice@wealthmd.net,502-413-6893,
10868873,Inactive Investor,David Childs,Chief Compliance Officer;Chief Executive Officer;Manager,Spartan Planning Group,,,Salesforce
11232487,Inactive Investor,Lisa Wong,,"Transamerica Financial Advisors, Inc Las Vegas NV 8861 W Sahara Ave",lisa.wong@tfaconnect.com,,Salesforce
10904363,Inactive Investor,Daniel Waggoner,,D.A. Davidson & Co. Minneapolis MN 3140 Harbor Ln N,,,Salesforce
9619683,,Marissa Arnold,,,marissaarnoldpr@gmail.com,,List import
11151984,Inactive Investor,Lydia Stephens,,"American Portfolios Financial Services, Inc. Waverly Hall GA 280 Oneal Dr",lstephens@americanportfolios.com,,Salesforce
10753837,Inactive Investor,George Rovee,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 381 Mansfield Ave",grovee@htk.com,,Salesforce
9546364,,Maryna Ponomaryova,,,marynagloria999@live.it,,List import
65198,,Martin Shapiro,,FSC Securities Corporation,mshapiro@fscadvisor.com,770-916-6500,
11217869,,Julia Rauton,,,julia.rauton@jpmorgan.com,,List Import
11213451,Inactive Investor,Paul Tavarez,,Fidelity Brokerage Services LLC,,,Salesforce
11030333,Inactive Investor,Kevin O Connor,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",kevin.m.oconnor@nm.com,,Salesforce
10943095,Inactive Investor,Eliot Rester,,State Farm VP Management Corp. Mount Pleasant TX 1404 S Jefferson Ave,cheri.l.rester.e94a@statefarm.com,,Salesforce
11036783,Inactive Investor,Hunter Sieperda,,"FBL Marketing Services, LLC George IA 300 E Michigan Ave",karlee.sieperda@fbfs.com,,Salesforce
9545827,,Doan Tuan,,,tuandoanmanh@gmail.com,,List import
11007955,Inactive Investor,Kayla Thomason,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bowling Green KY 340 E Main Ave",kayla.thomason@ml.com,,Salesforce
9576076,,Matthew Brown,,,matthew.brown3@fmr.com,,List import
10901555,Inactive Investor,Christopher Shankland,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11106450,Inactive Investor,Ryan Bishop,,"Allstate Financial Services, LLC Washington UT 195 W Telegraph St",ryanbishop@allstate.com,,Salesforce
11052290,Inactive Investor,Roc Willis,Financial Advisor,Wedbush Securities Inc. Lake Oswego OR 5885 Meadows Rd,roc.willis@wedbush.com,,Salesforce
9643111,,Meriç Öney,,,oneymeric@gmail.com,,List import
10905117,Inactive Investor,John Koterbay,Client Relationship Manager,"Ameriprise Financial Services, LLC Shelton CT 2 Corporate Dr",john.koterbay@ampf.com,,Salesforce
10813131,Inactive Investor,Keith Virnoche,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",k_virnoche@ml.com,,Salesforce
10896051,Inactive Investor,Eric Schenker,,"Avantax Investment Services, Inc. Santa Barbara CA 3324 State St",eric.schenker@myavantax.com,,Salesforce
11013257,Inactive Investor,Camilla Kaae,,Cetera Advisors LLC San Diego CA 655 W Broadway,camilla.kaae@cetera.com,,Salesforce
11153292,Inactive Investor,Sydney Ferrigan,,"RBC Capital Markets, LLC",,,Salesforce
11193593,Inactive Investor,Cheri Coleman,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",cheri.coleman@valic.com,,Salesforce
10828375,Inactive Investor,Wendy Lau,Trustee,Apriem Advisors,wendy@apriem.com,,Salesforce
11001832,Inactive Investor,Charles Carazo,,"Spire Securities, LLC Metairie LA 100 Veterans Memorial Blvd",,,Salesforce
11210963,Inactive Investor,Phillip Mastantuono,,"Allstate Financial Services, LLC Lewiston NY 419 Center St",phillipmastantuono@allstate.com,,Salesforce
10781876,Inactive Investor,Bret Jamison,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,bret.jamison@fidelity.com,,Salesforce
225231,,HYUNSU JUNG,PRODUCT MANAGER,DARMA CAPITAL,hjung@darma.capital,000-000-0000,
11303656,Inactive Investor,Sunny Ranu,,Sunny Ranu,sunnyranu@icloud.com,7757728205,Salesforce
11027335,Inactive Investor,James Schenck,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",tucker.schenck@truist.com,,Salesforce
11026490,Inactive Investor,Pedro Martinez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11138507,Inactive Investor,Christine Raines,,Commonwealth Financial Network Granby CO 40 US Hwy 34,craines@commonwealth.com,,Salesforce
1667999,,mohammad hoseini,,[Unknown],m.hoseinpuor@gmail.com,,
10900401,Inactive Investor,Traci Milbourne,,Cetera Investment Services LLC Concord NH 11 Triangle Park Dr,traci.milbourne@ceterais.com,,Salesforce
10888960,Inactive Investor,Matthew Burlew,,"Truist Investment Services, Inc. Lexington KY 200 W Vine St",matt.burlew@truist.com,,Salesforce
11212053,Inactive Investor,Jessica Koch,Paraplanner,Commonwealth Financial Network Danbury CT 83 Wooster Hts,jkoch@commonwealth.com,,Salesforce
10992582,Inactive Investor,Jennifer Czech,,PFS Investments Inc. Casper WY 341 E E St,jczech@primerica.com,,Salesforce
10865219,Inactive Investor,Hwa-Hwa Ku,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",nancy.ku@tfaconnect.com,,Salesforce
10644128,,Jeremy Stuck,,,jeremy.m.stuck@wellsfargo.com,,List Import
11056032,Inactive Investor,Kevin Mcguire,Financial Advisor,RockWay Wealth Partners,kevinm@rockwaywealth.com,,Salesforce
10939168,Inactive Investor,Christopher Drazen,,"OneAmerica Securities, Inc.",chris.drazen@oneamerica.com,,Salesforce
9601200,,?? ?,,,fy902@aliyun.com,,List import
10765190,Inactive Investor,Brian Pagano,,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",brian.p.pagano@ampf.com,,Salesforce
11041825,Inactive Investor,Nakia Lawshea,,J.P. Morgan Securities LLC Chicago IL 401 N Clark St,nakia.lawshea@jpmorgan.com,,Salesforce
9543321,,David Chavez,,,david.chavez@uboc.com,,List import
11181616,Inactive Investor,Richmond Meaux,,State Farm VP Management Corp. Jasper TX 219 N Bowie St,brent.meaux.hlby@statefarm.com,,Salesforce
10804147,Inactive Investor,Laura Morrison,Financial Advisor,Edward Jones Ada MI 6739 Fulton St E,laura.morrison@edwardjones.com,,Salesforce
11220166,,Walter Gilmore,,,walter@sharedfamilyoffice.com,,Other
11123532,Inactive Investor,Nancy Thompson,,"Northwestern Mutual Investment Services, LLC Vero Beach FL 1201 19th Pl",nancy.thompson@nm.com,,Salesforce
10765689,Inactive Investor,John Woravka,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",john.woravka@wfadvisors.com,,Salesforce
9596447,,Gerard Zopfi,,,gzopfi@wealthenhancement.com,,List import
10754621,Inactive Investor,Joseph Licate,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,joseph.licate@ubs.com,,Salesforce
10788198,Inactive Investor,Selena Given,,Goldman Sachs & Co. Boston MA 125 High St,selena.given@gs.com,,Salesforce
11056562,Inactive Investor,Kevin Oakes,Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,kevin.oakes@morganstanley.com,,Salesforce
11205572,Inactive Investor,Tyler McNiel,Sales Assistant;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",tyler.mcniel@ml.com,,Salesforce
10969338,Inactive Investor,Casey Oberholtzer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10990071,Inactive Investor,Jacob Taylor,,"Ameriprise Financial Services, LLC Brookfield WI 13890 Bishops Dr",,,Salesforce
10922084,Inactive Investor,Jordan Summers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",jordan.m.summers@ml.com,,Salesforce
10838228,Inactive Investor,Kevin Quinn,Managing Director,Wedbush Securities Inc. Wayne PA 150 N Radnor Chester Rd,kevin.quinn@wedbush.com,,Salesforce
9557218,,Lee Thomas,,,lee.thomas@macegroup.com,,List import
10761985,Inactive Investor,Ross Alisiani,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",ross.alisiani@nm.com,,Salesforce
11015068,Inactive Investor,Manesh Sharma,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,49xrn@primerica.com,,Salesforce
10884927,Inactive Investor,George Palacios,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 5831 N Milwaukee Ave,george.d.palaciosjr@jpmorgan.com,,Salesforce
11093213,Inactive Investor,Kevin Hagan,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,kevin.hagan.fboa@statefarm.com,,Salesforce
11106938,Inactive Investor,Alexander Fleiss,Chairman;Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Limited Partner,Rebellion Research,alex@rebellionresearch.com,,Salesforce
9578955,,Brooks Dudley,,,bdudley@edfmancapital.com,,List import
10795621,Inactive Investor,Jonathan Lawson,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",jon.lawson@nm.com,,Salesforce
10999369,Inactive Investor,Christopher Spaith,Associate Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",,,Salesforce
10967158,Inactive Investor,Brian Frack,Wealth Advisor;Wealth Manager,United Capital Financial Advisors Larkspur CA 900 Larkspur Landing Cir,brian.frack@gs.com,,Salesforce
11236696,Inactive Investor,William Haynes,Financial Advisor,"AMC Wealth Management, LLC Incline Village NV Private Residence",will@amcwealth.com,,Salesforce
10879626,Inactive Investor,Brad Bradley,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",brad.bradley@schwab.com,,Salesforce
10611595,,Anthony Inzero,Wealth Management Advisor,,anthony.inzero@tiaa.org,,List Import
11123154,Inactive Investor,Larry Gaylord,,"Allstate Financial Services, LLC Albuquerque NM 3296 Coors Blvd NW",lgaylord@allstate.com,,Salesforce
9597996,,Bruce Alden,,,balden@financialengines.com,,List import
11102315,Inactive Investor,Steven McCracken,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",steve.mccracken@bofa.com,,Salesforce
11047316,Inactive Investor,Kathryn Rand,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11169598,Inactive Investor,Ernest Noyes,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,ernest.noyes@fidelity.com,,Salesforce
29771,,Marc Elia,,United States,marcnet1@hotmail.com,,source
11219679,,Gregory Dahlman,,,greg@danainvestment.com,,Other
11151558,Inactive Investor,Ryan Dunn,,Fidelity Brokerage Services LLC,,,Salesforce
10893081,Inactive Investor,Raymond Branton,Member,"Lifetime Strategies, LLC",raymond@ebcpas.com,,Salesforce
11152943,Inactive Investor,Peter Letch,Financial Advisor,LPL Financial LLC Topeka KS 6540 SW 10th Ave,peter.letch@lpl.com,,Salesforce
9631025,,Andrew Michael,,,andrewelsaid@gmail.com,,List import
10834033,Inactive Investor,Justin Valadez,,LPL Financial LLC Herndon VA 200 Spring St,justin.valadez@lpl.com,,Salesforce
10899647,Inactive Investor,Daniel Bain,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11024303,Inactive Investor,Bernice Lew,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
11125698,Inactive Investor,Alwin Martinez-Gonzalez,,"Investment Planners, Inc. Orlando FL 3801 Avalon Park East Blvd",,,Salesforce
10924049,Inactive Investor,Ivan Feliciano,Manager,J.P. Morgan Securities LLC Elgin IL 500 N Shady Oaks Dr,ivan.e.feliciano@jpmorgan.com,,Salesforce
343103,,Kathy Washburn,Shareholder,Windward Private Wealth Management Inc.,kwashburn@windwardfp.com,913-381-7411,Manual List Upload
10769507,Inactive Investor,Jevgeni Nikulin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jevgeni.nikulin@fidelity.com,,Salesforce
9627441,,Emily Wilson,,Grayscale,Wilson@grayscale.com,,List import
11084229,Inactive Investor,Susan Arnold,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",susan.arnold@wellsfargoadvisors.com,,Salesforce
9543274,,Mojtaba Moshref,,,smmoshref@hotmail.com,,List import
10872654,Inactive Investor,Daniel Noriega,,"Wells Fargo Clearing Services, LLC Bloomfield CT 44 Jerome Ave",daniel.noriega@wellsfargoadvisors.com,,Salesforce
232140,, -,,[Unknown],pacificcoast@juno.com,,
11123510,Inactive Investor,Matthew McCormick,,"Northwestern Mutual Investment Services, LLC York PA 224 Saint Charles Way",matthew.mccormick@nm.com,,Salesforce
10924912,Inactive Investor,John Marino,Chief Financial Officer;Director;President;Treasurer,Cypress Capital Group,john.marino@cypresscapitalgroup.com,,Salesforce
9540384,,Jenny King,,Romaly Inc,jenny@boxone.xyz,,List Import
10850432,Inactive Investor,Alexander Davis,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,awdavis@rwbaird.com,,Salesforce
10821101,Inactive Investor,Mitchell Dubina,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 2660 Eastchase Ln",,,Salesforce
11179077,Inactive Investor,Chase Martin,Financial Advisor,Commonwealth Financial Network Verona WI 951 Kimball Ln,cmartin@commonwealth.com,,Salesforce
11078856,Inactive Investor,Alexandria Page,Director - Relationship Management;Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",alexandria.page@wfafinet.com,,Salesforce
11058792,Inactive Investor,Barbara Smith,,"Geneos Wealth Management, Inc. Knoxville TN 306 Prosperity Rd",,,Salesforce
11155583,Inactive Investor,Michael Black,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",michael.black@aretewealth.com,,Salesforce
10768013,Inactive Investor,Frank Robinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia SC 331 Harbison Blvd",frank.robinson@wellsfargo.com,,Salesforce
11009356,Inactive Investor,Darin McCullough,,State Farm VP Management Corp. Richardson TX 1415 State St,darin.mccullough.ts7d@statefarm.com,,Salesforce
11230605,Inactive Investor,Tyler Bills,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11128932,Inactive Investor,Jennifer Morehouse,,"Raymond James Financial Services, Inc. Eugene OR 111 W 7th Ave",jennifer.morehouse@raymondjames.com,,Salesforce
9542385,,Dan JK,,,berdjk98@gmail.com,,List import
11058117,Inactive Investor,Rileigh Sayen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
335824,,Justin Bank,,Personal Capital Advisors Corporation,justin.bank@personalcapital.com,800-435-4000,
10780773,Inactive Investor,Stephen Decoursey,Financial Services Representative,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10814262,Inactive Investor,Andrea Higgins,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",andrea_higgins@ml.com,,Salesforce
11204945,Inactive Investor,Jakob Balcom,Client Associate,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,jakob.balcom@ubs.com,,Salesforce
11232807,Inactive Investor,Tina Vang,,"Transamerica Financial Advisors, Inc Dallas TX 12225 Greenville Ave",tina.vang@tfaconnect.com,,Salesforce
10820105,Inactive Investor,Gabriel Gutierrez,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,gabriel.gutierrez@morganstanley.com,,Salesforce
10998153,Inactive Investor,Stephanie Conklin,,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,,,Salesforce
10656820,,Joseph Collins,,,joseph.collins@primerica.com,,List Import
11045995,Inactive Investor,Catherine Hettinger,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,chettinger@primerica.com,,Salesforce
10612844,,Kevin Scott,Financial Advisor,,kevin.scott@ampf.com,,List Import
10970823,Inactive Investor,Dominic Gonzalez,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,dgonzalez.5bnng@primerica.com,,Salesforce
11003472,Inactive Investor,Elisa Taillon,,J.P. Morgan Securities LLC Woodland Hills CA 20900 Ventura Blvd,elisa.taillon@jpmorgan.com,,Salesforce
11119896,Inactive Investor,Benjamin Hayes,Private Wealth Manager,Creative Planning Green Bay WI 469 Security Blvd,benjamin.hayes@creativeplanning.com,,Salesforce
11106239,Inactive Investor,Richard Ankobiah,,J.P. Morgan Securities LLC Montclair NJ 19 N Fullerton Ave,richard.ankobiah@jpmorgan.com,,Salesforce
10830854,Inactive Investor,Joseph Vinciguerra,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,joe.vinciguerra@morganstanley.com,,Salesforce
10811861,Inactive Investor,Neal Karelitz,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Wellesley Hills MA 112 Worcester St,neal.karelitz@morganstanley.com,,Salesforce
11049261,Inactive Investor,Kevin Cleary,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",kcleary@wfafinet.com,,Salesforce
11069128,Inactive Investor,Mary Lokken,,Commonwealth Financial Network Depew NY 4990 Transit Rd,mlokken@commonwealth.com,,Salesforce
11016778,Inactive Investor,Aislinn Baker,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
10779195,Inactive Investor,Roger Williams,Financial Advisor,"Ameriprise Financial Services, LLC Knoxville TN 10025 Investment Dr",roger.x.williams@ampf.com,,Salesforce
10759525,Inactive Investor,Christine Walker,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christine.squires@fmr.com,,Salesforce
333863,,William Strong,CFO,Virtus Real Estate Llc,wstrong@virtusre.com,512-891-1230,Manual List Upload
9620921,,Jules Kayssar,,,juleskayssar28@yahoo.cm,,List import
9617258,,Tim Schwiebert,,,tims@lmkohn.com,,List import
11148053,Inactive Investor,David Rashid,Financial Advisor,LPL Financial LLC Streator IL 302 E Main St,dave.rashid@lpl.com,,Salesforce
11046425,Inactive Investor,Dean Wampleman,,NYLIFE Securities LLC Wakeman OH Private Residence,dwampleman@ft.newyorklife.com,,Salesforce
10821426,Inactive Investor,Kirk Anderson,Financial Consultant,LPL Financial LLC Newton Center MA 10 Langley Rd,,,Salesforce
11147768,Inactive Investor,Johnathan Hausinger,Registered Client Associate,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",john.hausinger@wfadvisors.com,,Salesforce
10757983,Inactive Investor,Bruce Waller,Financial Advisor,Edward Jones Fort Atkinson WI 101 S Main St,bruce.waller@edwardjones.com,,Salesforce
10833037,Inactive Investor,Michael Gourley,Financial Advisor,Edward Jones Martinsville VA 1866 Virginia Ave,michael.gourley@edwardjones.com,,Salesforce
10797359,Inactive Investor,Nicholas Nerland,Financial Advisor;Financial Planning Specialist;First Vice President;Portfolio Manager,Morgan Stanley Saint Paul MN 380 Saint Peter St,nicholas.b.nerland@morganstanley.com,,Salesforce
10808051,Inactive Investor,Bonnie Packo,Financial Advisor;Wealth Advisor,LPL Financial LLC Kirkland WA 5400 Carillon Pt,bonnie.packo@lpl.com,,Salesforce
9642983,,Gary Meister,,,garymeisterconstruction@hotmail.com,,List import
241084,,Zweli Mag,,[Unknown],zweli.mag@gmail.com,,source
10889956,Inactive Investor,Gaetano Ciccarella,Premier Banker,"Wells Fargo Clearing Services, LLC Clark NJ 1161 Raritan Rd",gaetano.ciccarella@wellsfargo.com,,Salesforce
10758958,Inactive Investor,Bradley Posten,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",bradley.posten@ml.com,,Salesforce
10782574,Inactive Investor,Patrick Gilchrist,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Middleton WI 8333 Greenway Blvd",patrick.gilchrist@schwab.com,,Salesforce
10810341,Inactive Investor,David Eagle,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",david_j_eagle@ml.com,,Salesforce
10797141,Inactive Investor,Julia Carrillo,,"Osaic Wealth, Inc. Upland CA 1282 W Arrow Hwy",jcarrillo@royalaa.com,,Salesforce
10945660,Inactive Investor,Jeanine Odena,,Cetera Advisor Networks LLC Milpitas CA Private Residence,odenaje@ceteranetworks.com,,Salesforce
10822415,Inactive Investor,Karen French,Financial Planner,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",karen.french@prudential.com,,Salesforce
11230805,Inactive Investor,Nathan Stading,Financial Professional,LPL Financial LLC Elm Grove WI 900 Elm Grove Rd,nate.stading@lpl.com,,Salesforce
11025697,Inactive Investor,Derek Prichard,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
220994,,Giuliano Giacaglia,,[Unknown],raulzito234@gmail.com,,Organic Search
11028818,Inactive Investor,Drake Young,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10880287,Inactive Investor,Brien O'Brien,Chairman;Chief Executive Officer;Regulatory Contact,Port Capital LLC,bobrien@portcapllc.com,,Salesforce
11054534,Inactive Investor,Reyna Harris,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10477437,,Muhamad Firmansyah,,,masbrader00@gmail.com,,Web Form Fillout
11206535,Inactive Investor,Rasheeda Bakr,,PFS Investments Inc. Riverton NJ 101 Rte 130 S,rasheeda.bakr@primerica.com,,Salesforce
11023412,Inactive Investor,Colin Murray,,"NewEdge Securities, Inc. Milldale CT 409 Canal St",,,Salesforce
10910596,Inactive Investor,Michael Pautauros,Financial Consultant,"Commoncents Wealth Advisors, LLC",michael@commoncentswealthadvisors.com,,Salesforce
11103966,Inactive Investor,Varsha Nambiar,,LPL Financial LLC Costa Mesa CA 2300 Harbor Blvd,varsha.nambiar@lpl.com,,Salesforce
11220500,,Lilian Cadore,,,lcadore@valic.com,,Other
11305320,Inactive Investor,Susan Condelli,"Director, Core Relationship Manager",Fidelity Investments,susan.condelli@fmr.com,2123355044,Salesforce
11236122,Inactive Investor,Lance Jacobsen,,"CUSO Financial Services, L.P. Ogden UT 3650 Wall Ave",,,Salesforce
334164,,Pamela Mellor,Agency Compliance Officer,Park Avenue Securities Llc,pmellor@glic.com,188-860-04667,Manual List Upload
9607648,,Khursh Mian,,,bbsad7pguzgt@opayq.com,,List import
9577844,,Jessika Miranda,,,pilussa85@hotmail.com,,List import
11154804,Inactive Investor,Tedra Pine,Financial Advisor,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,tpine@rwbaird.com,,Salesforce
10784218,Inactive Investor,Julia Price,Portfolio Associate;Senior Registered Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,julia.k.gatins@morganstanley.com,,Salesforce
11045337,Inactive Investor,Marc Prda,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",marc.prda@wellsfargoadvisors.com,,Salesforce
9633203,,Gary Wolk,,,garywolk@gmail.com,,List import
9550521,,Ronald Fleming,,,rflem59801@gmail.com,,List import
10837347,Inactive Investor,Ryan Macwright,,Highlander Capital Management LLC,rmacwright@highlandercapital.com,,Salesforce
198729,,Dave Vaupel,,[Unknown],davidvaupel@gmail.com,,source
10837530,Inactive Investor,Peter Han,,Cetera Advisors LLC Alpharetta GA 555 N Point Ctr E,,,Salesforce
10771778,Inactive Investor,Julie Thomas,Chief Compliance Officer,FEG,jthomas@feg.com,,Salesforce
10780457,Inactive Investor,Christian Lord,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Syracuse NY 250 S Clinton St,christian.lord@morganstanley.com,,Salesforce
10957035,Inactive Investor,Reginald Merritt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 5195 Windward Pkwy",reginald.merritt@ml.com,,Salesforce
9579153,,Thomas Payant,,,tpayant@payantfinancial.com,,List import
10836648,Inactive Investor,Dianne Silva-Assey,Senior Associate,Morgan Stanley Melville NY 58 S Service Rd,dianne.silva@morganstanley.com,,Salesforce
11042908,Inactive Investor,Frederick Doll,Financial Advisor,Edward Jones Somerset KY 118 Tradepark Dr,frederick.doll@edwardjones.com,,Salesforce
10776106,Inactive Investor,Thomas McNairy,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,thomas.mcnairy@jpmorgan.com,,Salesforce
9591508,,Andres Salomon,,,andysalo2020@gmail.com,,List import
9579239,,Mark Reynolds,,,markgoldira@gmail.com,,List import
345890,,Robert Levine,Director,Clear Point Advisors,rlevine@cptadvisors.com,631-333-2222,Manual List Upload
9546861,,Anthony Coco,,,acoco@royalaa.com,,List import
10901540,Inactive Investor,Chase Randle,,"Charles Schwab & Co., Inc. Saint Louis MO Private Residence",,,Salesforce
192916,,Eddie Bell,,"Capital Area Tax solutions, LLC",ebell2@verizon.net,13013791944,Advertising
11088411,Inactive Investor,Christopher Springer,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,,,Salesforce
10892457,Inactive Investor,Edwardo Gutierrez,,"Wells Fargo Clearing Services, LLC Calexico CA 250 E 4th St",eddie.gutierrez@wellsfargo.com,,Salesforce
10620838,,James Sams,,,james.sams@ampf.com,,Web Form Fillout
10865711,Inactive Investor,Erik Grinde,Director - Broker Dealer Compliance,Thrivent Investment Management Inc.,erik.grinde@thrivent.com,,Salesforce
9640899,,Bob Evans,,,vafan63693@mail2paste.com,,List import
10866066,Inactive Investor,Vicki Brasel,,State Farm VP Management Corp. Evansville IN 11 Vann Ave,,,Salesforce
10861293,Inactive Investor,Jill Reiter,,First Manhattan Securities LLC,jreiter@firstmanhattan.com,,Salesforce
10835986,Inactive Investor,David Adishian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",david_g_adishian@ml.com,,Salesforce
9599792,,Kenneth Sciara,,,ken.sciara@outlook.com,,List import
10957963,Inactive Investor,Troy Gomer,,Vanguard Marketing Corporation,troy_gomer@vanguard.com,,Salesforce
11156913,Inactive Investor,William Shipley,,Vanguard Marketing Corporation,william_shipley@vanguard.com,,Salesforce
10955027,Inactive Investor,Jonathan Barnette,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathan_barnette@vanguard.com,,Salesforce
11097019,Inactive Investor,Jacob Williams,Director;Head - Research,Helmstar Wealth Management,jacob@helmstargroup.com,,Salesforce
10867039,Inactive Investor,Geoffrey Edelstein,Founder;Managing Member;Portfolio Manager;Principal;Regulatory Contact,"Granite Investment Partners, LLC",,,Salesforce
11170113,Inactive Investor,Devin O'Neal,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,,,Salesforce
10853512,Inactive Investor,Kathleen McLellan,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,kathy.mclellan@fmr.com,,Salesforce
10826352,Inactive Investor,Peter Tedde,,Stonex Securities Inc. Youngstown OH 4800 Belmont Ave,peter.tedde@saswealth.com,,Salesforce
9575382,,James Carroll,,,j.carroll@transamerica.com,,List import
10818453,Inactive Investor,Thomas Helm,,Country Capital Management Company Metropolis IL 201 W 10th St,thomas.helm@countryfinancial.com,,Salesforce
9605412,,James Fox,,,fox@chartwellip.com,,List import
11058177,Inactive Investor,Ignacio Rangel,,PFS Investments Inc. Tustin CA 15991 Red Hill Ave,ignacio.rangel@primerica.com,,Salesforce
10905787,Inactive Investor,Felicia Brightbill,,"Raymond James Financial Services, Inc. Lubbock TX 1401 Avenue Q",felicia.brightbill@raymondjames.com,,Salesforce
10951165,Inactive Investor,Leena Gupta,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",leena.gupta@tfaconnect.com,,Salesforce
9608289,,Seth Morganstern,,,seth.morganstern@bergenasset.com,,List import
11156745,Inactive Investor,Brian Albach,Managing Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,brian.albach@morganstanley.com,,Salesforce
10818038,Inactive Investor,Adam Stewart,Financial Advisor,"United Brokerage Services, Inc Martinsburg WV 450 Foxcroft Ave",astewart@united-brokerage.com,,Salesforce
335604,,Samarth Chandra,Managing Partner,Enhanced Management Company,schandra@enhancedequity.com,385-365-5609,Manual List Upload
11067638,Inactive Investor,Fernando De Barros,,EFG Capital International,,,Salesforce
9552033,,Robert Ellis,,,rellis@ridgefieldcap.com,,List import
11230218,Inactive Investor,Danielle Tobias,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,,,Salesforce
10776255,Inactive Investor,Robert Sullivan,Financial Advisor;First Vice President - Investments;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",robert.m.sullivan@wellsfargo.com,,Salesforce
10799545,Inactive Investor,John Taylor,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",jtaylor@truist.com,,Salesforce
11206395,Inactive Investor,Nicole Adam,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,,,Salesforce
11101327,Inactive Investor,Paul Tyner,Chief Compliance Officer;President,"Tyner Capital Management Investment Counsel, Inc. Signal Mountain TN 318 James Blvd",tcm@tynercapital.com,,Salesforce
11222240,,Aaron Robertson,,,arobertson@wealthenhancement.com,,List Import
11116235,Inactive Investor,Karen Murray,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,,,Salesforce
9563035,,Mark Kleindienst,,,mark.kleindienst@thrivent.com,,List import
11098557,Inactive Investor,Damian Knapp,,J.P. Morgan Securities LLC Portland OR 10301 SE Stark St,damian.knapp@jpmorgan.com,,Salesforce
10825407,Inactive Investor,James Claroni,Financial Consultant,LPL Financial LLC Woburn MA 443 Main St,,,Salesforce
10931883,Inactive Investor,Kyle Terzak,,Edward Jones Naples FL 9180 Galleria Ct,kyle.terzak@edwardjones.com,,Salesforce
10788966,Inactive Investor,David Prosser,Financial Advisor,"Wells Fargo Clearing Services, LLC Exton PA 100 W Lincoln Hwy",david.prosser@wellsfargo.com,,Salesforce
10755693,Inactive Investor,Colleen Crowley,Registered Associate,Morgan Stanley New York NY 399 Park Ave,colleen.crowley@morganstanley.com,,Salesforce
10940347,Inactive Investor,Delia Papas,,Cetera Advisor Networks LLC Fort Lauderdale FL 110 E Broward Blvd,,,Salesforce
9606471,,Jerry Leibmann,,,jerryleib3@yahoo.com,,List import
11020731,Inactive Investor,Constantine Leonida,,"Osaic Wealth, Inc. Denver CO 6655 W Jewell Ave",,,Salesforce
9560760,,Andrew Spafford,,,aspafford@financialguide.com,,List import
10975443,Inactive Investor,Uche Ebereonwu,,J.P. Morgan Securities LLC Lutherville Timonium MD 2446 York Rd,uche.ebereonwu@jpmorgan.com,,Salesforce
11160361,Inactive Investor,Kelly Baumgartner,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Frankenmuth MI 325 S Main St,kelly.baumgartner@morganstanley.com,,Salesforce
217572,,Kevin Mahony,"Financial Advisor, Senior Vice President - Wealth Management","UBS Financial Services, Inc.",kevin.mahony@ubs.com,,
10881237,Inactive Investor,Nicole Jervis,,LPL Financial LLC Warren OH 8922 E Market St,nicole.d.jervis@lpl.com,,Salesforce
10911687,Inactive Investor,Maxwell Buckley,,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,,,Salesforce
11025345,Inactive Investor,Henry Shipplett,,"Truist Investment Services, Inc. Staunton VA 205 N Central Ave",roller.shipplett@truist.com,,Salesforce
10880955,Inactive Investor,James Gormley,,"Kingswood Capital Partners, LLC New York NY 17 Battery Pl",,,Salesforce
10816076,Inactive Investor,Peter Gottlieb,Chairman;Chief Executive Officer;Director;President;Regulatory Contact,North Star Investment Management Corporation,pgottlieb@nsinvest.com,,Salesforce
11145233,Inactive Investor,Thomas Wright,Premier Banker,"Wells Fargo Clearing Services, LLC Campbell CA 1790 S Bascom Ave",thomas.wright@wellsfargoadvisors.com,,Salesforce
10969970,Inactive Investor,Mark O'Loughlin,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Great Falls MT 300 Park Dr S",,,Salesforce
11021132,Inactive Investor,Andrew Cullen,,"U.S. Bancorp Investments, Inc. Cincinnati OH 7739 Montgomery Rd",,,Salesforce
11069679,Inactive Investor,William Phelps,,"Sanford C. Bernstein & Co., LLC Minneapolis MN 225 S 6th St",william.phelps@bernstein.com,,Salesforce
11066407,Inactive Investor,Scott Szekely,,PFS Investments Inc. Portage MI 1302 W Milham Ave,scott.szekely@primerica.com,,Salesforce
216210,,Jeffrey Mausner,,None,jeff@mausnerlaw.com,3106178100,Event
10909750,Inactive Investor,Steven Potwin,,"Citizens Securities, Inc. Keene NH 15 Main St",steven.potwin@citizenssecurities.com,,Salesforce
10900743,Inactive Investor,Jake Zosulis,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,jake.zosulis@ubs.com,,Salesforce
10792553,Inactive Investor,Nicola Palmerio,,Morgan Stanley Miami FL 20807 Biscayne Blvd,nicola.palmerio@morganstanley.com,,Salesforce
10916069,Inactive Investor,Peter Wagner,Financial Advisor,"Independent Advisor Alliance, LLC Menomonee Falls WI N80W14800 Appleton Ave",,,Salesforce
10939502,Inactive Investor,Kelly Wharton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11118514,Inactive Investor,Patrick Harnett,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,pharnett@primerica.com,,Salesforce
11169445,Inactive Investor,Paul Chrisman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",paul_chrisman@ml.com,,Salesforce
10877277,Inactive Investor,Jeremy Milo,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
10987043,Inactive Investor,Ryan Richardson,Senior Wealth Management Advisor,Weatherly Asset Management,ryan@weatherlyassetmgt.com,,Salesforce
10928236,Inactive Investor,Hariharan Iyer,Chief Compliance Officer,WealthPaver,,,Salesforce
11009390,Inactive Investor,Breanna Graham,,PFS Investments Inc. Tulsa OK 7666 E 61st St,bgraham@primerica.com,,Salesforce
10989174,Inactive Investor,Carlos Marbot,,Cary Street Partners Greenville SC 20 Mills Ave,carlos.marbot@carystreetpartners.com,,Salesforce
89845,,Doug Voight,Retirement Plan Adviser,Empower Retirement,voightdoug@gmail.com,,
337057,,Christopher Pierce,Managing Director,"Nautic Partners, Llc",cpierce@nautic.com,401-278-6770,Manual List Upload
11039603,Inactive Investor,Michael Hendrickson,,"Farmers Financial Solutions, LLC Colorado Springs CO 1965 Dominion Way",mhendrickson@farmersagent.com,,Salesforce
10949693,Inactive Investor,Mark Abraham,Chief Executive Officer;Founder,"II Technology, LLC",,,Salesforce
10810865,Inactive Investor,Daniel Gould,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",daniel.gould@nm.com,,Salesforce
11150406,Inactive Investor,Timothy Bartolett,Financial Advisor;Institutional Consultant,Morgan Stanley Columbus OH 41 S High St,timothy.bartolett@msgraystone.com,,Salesforce
10429141,,Corey Holton,,,cholton@evosus.com,,Web Form Fillout
372492,,Brian Peterson,,United States,brianpeterson21@hotmail.com,,Salesforce
11131333,Inactive Investor,Paul Vadukumcherry,,"Pruco Securities, LLC. Glenview IL 523 Zenith Dr",paul.vadukumcherry@prudential.com,,Salesforce
10928469,Inactive Investor,Keith Burley,Financial Professional,Money Concepts Capital Corp Dublin OH 5650 Blazer Pkwy,kburley@moneyconcepts.com,,Salesforce
9586225,,Kevin Ryan,,,dr4smile@aol.com,,List import
10805188,Inactive Investor,Jennifer Abate,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",jabate@ml.com,,Salesforce
10772753,Inactive Investor,Sanford Haber,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,sanford.haber@opco.com,,Salesforce
10998697,Inactive Investor,William Gray,,"Hornor, Townsend & Kent, LLC",wgray@htk.com,,Salesforce
9566582,,Tuomas Santakallio,,,santakalliotuomas@gmail.com,,List import
10809303,Inactive Investor,Carlos Paez,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",carlos.paez@alexbrown.com,,Salesforce
11236461,Inactive Investor,Isabella Gouts,Investment Advisor,Tripletail Wealth Management,,,Salesforce
10799907,Inactive Investor,Thad Winter,Financial Advisor,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",thad.winter@raymondjames.com,,Salesforce
10965056,Inactive Investor,Jonathan Vargas,Relationship Banker,"Wells Fargo Clearing Services, LLC Graham NC 233 S Main St",jonathan.vargas@wellsfargo.com,,Salesforce
9622569,,Tracy Comer,,,tracycomer834@gmail.com,,List import
11095690,Inactive Investor,James Money,Chief Compliance Officer;Director - Operations;Operations Manager,"The Money Advisor Group, LLC",jim@tmag2.com,,Salesforce
10911321,Inactive Investor,Kara Grehan,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,kara.grehan@bnymellon.com,,Salesforce
10975711,Inactive Investor,Benjamin Wilson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
143259,,Michael Gold,,"Cwm, Llc",mgold@carsoninstitutional.com,(212) 968-0707,
10819926,Inactive Investor,Samuel Hofer,,"Cambridge Investment Research, Inc. Menominee MI 1111 10th St",sam.hofer@cambridgesecure.com,,Salesforce
9629530,,Jaryka Webster,,,djaryka276@gmail.com,,List import
10826153,Inactive Investor,Aaron Ihori,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",aaron.s.ihori@ampf.com,,Salesforce
11061225,Inactive Investor,Michael Williams,,"Hornor, Townsend & Kent, LLC",,,Salesforce
11126920,Inactive Investor,Adam Smith,,"Allstate Financial Services, LLC Saint Charles MO 5291 5th St",adamsmith@allstate.com,,Salesforce
11147093,Inactive Investor,Catherine Cornille,,LPL Financial LLC Naperville IL 1200 E Warrenville Rd,catherine.cornille@lpl.com,,Salesforce
11124165,Inactive Investor,Rick Hu,,"Northwestern Mutual Investment Services, LLC New York NY 1 Battery Park Plz",rick.hu@nm.com,,Salesforce
9638262,,Ahmet Ismael,,,ahmeti@orthogonalpartners.com,,List import
10813525,Inactive Investor,Chad Kupreanik,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,ckupreanik@janney.com,,Salesforce
10962540,Inactive Investor,Rey Deborja,Financial Advisor,Park Avenue Securities LLC Campbell CA 910 E Hamilton Ave,,,Salesforce
1004259,Inactive Investor,John Allis,Ceo,John Allis,jmoney628@aol.com,,3rd Party Lead Gen
10982246,Inactive Investor,Raonel Villegas,,J.P. Morgan Securities LLC Tulsa OK 4101 S Garnett Rd,raonel.villegas@jpmorgan.com,,Salesforce
10962508,Inactive Investor,Austin Cox,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
10972840,Inactive Investor,Nicolene Quarrie,,J.P. Morgan Securities LLC Hopewell Junction NY 817 Rte 82,nicolene.quarrie@jpmorgan.com,,Salesforce
10877804,Inactive Investor,Mark Burka,Wealth Advisor,Mendel Money Management Inc,mark@mendelmoney.com,,Salesforce
10880059,Inactive Investor,Janek Pedersen,Vice President;Wealth Advisor,"Curi RMB Capital, LLC",jpedersen@rmbcap.com,,Salesforce
10863003,Inactive Investor,Sasha Whyte,Financial Planner,"TIAA-CREF Individual & Institutional Services, LLC Seattle WA 617 Eastlake Ave E",sasha.whyte@tiaa.org,,Salesforce
10961626,Inactive Investor,Jacob Swerland,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10982674,Inactive Investor,Donald Wanek,,"LPL Enterprise, LLC",,,Salesforce
11138422,Inactive Investor,Thomas Hirsch,Complex Manager,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",thomas.hirsch@raymondjames.com,,Salesforce
10947652,Inactive Investor,Justin Smock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10886197,Inactive Investor,Mayrening Reyes,,Fidelity Brokerage Services LLC,,,Salesforce
10985260,Inactive Investor,Yaquelin Ubeda Arias,,J.P. Morgan Securities LLC Miami FL 11399 SW 40th St,yaquelin.ubedaarias@chase.com,,Salesforce
11234258,Inactive Investor,Sandra Castro,,Park Avenue Securities LLC Beverly Hills CA 8383 Wilshire Blvd,sandra.castro@glic.com,,Salesforce
10888344,Inactive Investor,Erin Bridgham,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bedford NH 10 Main St",,,Salesforce
9640980,,CHRYSTOPHER DIZON,,,caserodizonchrystopher@gmail.com,,List import
11177114,Inactive Investor,Patricia Collins,Wealth Management Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,,,Salesforce
233469,, -,,[[Unknown]],aminepogba54@gmail.com,,Organic Search
11168893,Inactive Investor,Vincent James,,Vanguard Marketing Corporation,vincent_james@vanguard.com,,Salesforce
351328,,Catherine Brennan,Member,"Chadler Investment Advisory Solutions, Llc",cbrennan@chadlersolutions.com,732-595-2200,Manual List Upload
10867368,Inactive Investor,April Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9571759,,Hossin Gobishavi,,,hossinmk33@gmail.com,,List import
10930597,Inactive Investor,Randall Stewart,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,randall.stewart@primerica.com,,Salesforce
11108962,Inactive Investor,Cassio Zeni,Co-Founder;Director - Investor Relations,Rubik Capital Inc,,,Salesforce
342518,,Ren Faria,Senior Vice President,"Statetrust Capital, Llc.",rfaria@statetrust.com,305-921-8100,Manual List Upload
10912391,Inactive Investor,Zita Enloe,Chief Compliance Officer;Managing Member,Enloe Financial Advisory LLC,,,Salesforce
10777321,Inactive Investor,Elizabeth Cahill,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 55 Railroad Ave",elizabeth.a.cahill@bofa.com,,Salesforce
10849312,Inactive Investor,Pamela Moore,,"Raymond James & Associates, Inc. Boston MA 1 International Pl",pamela.moore@alexbrown.com,,Salesforce
9615773,,Keshava Shastry,,,keshava.shastry@dws.com,,List import
10805150,Inactive Investor,Anthony Rengel,Wealth Planning Analyst,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,anthony.rengel@ubs.com,,Salesforce
9605653,,Youbin Kang,,,p2p277@gmail.com,,List import
10806865,Inactive Investor,Robert Lohwater,Chief Compliance Officer;Corporate Officer,"Sage, Rutty & Co., Inc.",,,Salesforce
10637919,,alrick Plazy,,,alrickplazy@gmail.com,,Web Form Fillout
11173520,Inactive Investor,Jonathan Jenkins,,LPL Financial LLC Lafayette IN 3920 McCarty Ln,jonathan.jenkins@lpl.com,,Salesforce
9623808,,Martin Edmundo Rojas,,,martinerojas@gmail.com,,List import
10745911,,Nicholas Watkins,,,nicksphone218@gmail.com,,Web Form Fillout
10758853,Inactive Investor,Jodi McCarthy,Account Vice President,UBS Financial Services Inc. Bangor ME 1 Merchants Plz,jodi.steele@ubs.com,,Salesforce
9560318,,Darla -,,,dbillhimer@gmail.com,,List import
11111527,Inactive Investor,James Fanning,Financial Representative,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",jim.fanning@nm.com,,Salesforce
10996139,Inactive Investor,Stephen Jimenez,,J.P. Morgan Securities LLC Renton WA 13033 Newcastle Way,,,Salesforce
200198,,Ben Lobb,,[Unknown],benlobb1@hotmail.com,,
11211023,Inactive Investor,Cody Holderbecker,,Thrivent Investment Management Inc. Ravenel SC Private Residence,cody.holderbecker@thrivent.com,,Salesforce
11032708,Inactive Investor,Alex Hart,Private Client Associate,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,ahart@janney.com,,Salesforce
373475,,George Bassadone,,[Unknown],georgebassadone@gmail.com,,source
11088652,Inactive Investor,David Stepp,,"American Portfolios Financial Services, Inc. Collingswood NJ 216 Haddon Ave",dstepp@americanportfolios.com,,Salesforce
11124022,Inactive Investor,Matthew Waibel,,Vanguard Marketing Corporation,matthew_waibel@vanguard.com,,Salesforce
97856,,Anthony Johnson,Managing Member & Chief Compliance Officer,"Rossjohnson & Associates, Llc",tony@rossjohnsonweb.com,763-560-2127,Manual List Upload
10903870,Inactive Investor,Macaria Rosel,,"Transamerica Financial Advisors, Inc Buena Park CA 6855 Western Ave",caring.rosel@tfaconnect.com,,Salesforce
9620359,,TJ Abood,,,tj@accessventures.org,,List import
10644773,,Kristina Blaschek,,,kblaschek@williamblair.com,,List Import
5470851,,Abdul Razzaq Muhammad Nawaz,,,abdulrazzaq50279907@gamail.com,,Web form fillout
10922233,Inactive Investor,Joel Kosovsky,Financial Advisor;Member;Owner,"Horizon Financial Advisors, LLC",,,Salesforce
11037173,Inactive Investor,Isaiah Vera,,J.P. Morgan Securities LLC Baldwin Park CA 14483 Ramona Blvd,isaiah.vera@jpmorgan.com,,Salesforce
11017609,Inactive Investor,Brett Scharf,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",brett.scharf@rbc.com,,Salesforce
10717405,,Jelle Rijnink,,,jelle@dclex.com,,Web Form Fillout
11075511,Inactive Investor,Dana Oder,,"Oder Investment Management, LLC",doder@oderllc.com,,Salesforce
11171043,Inactive Investor,Luke Bonham,,"Concorde Investment Services, LLC",lbonham@concordeis.com,,Salesforce
9582206,,Dennis Savitsky,,,savitsky.dennis@gmail.com,,List import
373097,,Weisenborn Crypto Fund I LP Weisenborn Crypto Fund I LP,,[Unknown],mark@weisenborn.co,,source
10614931,,Malka Bernstein,"Financial Advisor, Financial Planning Specialist, First Vice President - Wealth Management, Senior Portfolio Manager",,malka.bernstein@morganstanley.com,,List Import
11203529,Inactive Investor,John Macdonald,,Cetera Advisors LLC Conway NH 53 Technology Ln,john.macdonald@ceteraadvisors.com,,Salesforce
10989042,Inactive Investor,Lisa Edwards,Financial Advisor,"WMS Partners, LLC",,,Salesforce
180125,,Arun Murugesan,,[Unknown],arun.murugesan@gmail.com,,Paid Social
10967882,Inactive Investor,Timothy Carroll,,Edward Jones Santa Rosa CA 1801 4th St,,,Salesforce
9586466,,Jonathan Barnes,,,jonathan.m.barnes@outlook.com,,List import
9594117,,Cerise N,,,littlecherry666@hotmail.fr,,List import
9609199,,Moni Hassan,,,ahmedhassanmoni786@gmail.com,,List import
372464,,sharad patel,,United States,patel-sharad@cooperhealth.edu,,Salesforce
10840926,Inactive Investor,Stephen Harris,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,harriss@ceteranetworks.com,,Salesforce
10895394,Inactive Investor,Greyson Janeway,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",greyson.janeway@nm.com,,Salesforce
10789764,Inactive Investor,Jeffrey Swope,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Lancaster PA 2938 Columbia Ave",jeff.swope@mutualofomaha.com,,Salesforce
10898817,Inactive Investor,Jared Smith,,"Raymond James Financial Services, Inc. Buffalo NY 434 Delaware Ave",,,Salesforce
10822092,Inactive Investor,James Johnson,,"SCF Securities, Inc. Salt Lake City UT Private Residence",,,Salesforce
11012688,Inactive Investor,Jesse Lamphere,Premier Banker,"Wells Fargo Clearing Services, LLC Richmond VA 7119 Forest Hill Ave",,,Salesforce
10988503,Inactive Investor,Tyler Herbst,,J.P. Morgan Securities LLC Shawnee KS 15440 Shawnee Mission Pkwy,tyler.herbst@jpmorgan.com,,Salesforce
11064148,Inactive Investor,Michael Westerman,Financial Consultant,Commonwealth Financial Network Owasso OK 12315 E 86th St N,mwesterman@commonwealth.com,,Salesforce
10767318,Inactive Investor,Gregory O'Leary,Director;Principal,"Chesley, Taft & Associates, LLC",,,Salesforce
10973257,Inactive Investor,Lorena Martinez,,J.P. Morgan Securities LLC New Braunfels TX 1695 W State Hwy 46,,,Salesforce
10803239,Inactive Investor,Joann Iwai,,"Avantax Investment Services, Inc. Lomita CA Private Residence",,,Salesforce
218996,,Arpan Sadhankar,,[Unknown],arpan.sadhankar@gmail.com,,Direct
10887641,Inactive Investor,Norma Lagunas-Trejo,,J.P. Morgan Securities LLC Dallas TX 1838 S Buckner Blvd,norma.lagunas-trejo@jpmorgan.com,,Salesforce
215441,,Elmer Marshall,,[Unknown],elmermarshall30@gmail.com,9018481624,Advertising
223293,,Jun Gu,SVP of Investment,Stavis & Cohen Private Wealth,jgu@stavisandcohen.com,,
11210234,Inactive Investor,Brandon Jezek,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",brandon.jezek@ml.com,,Salesforce
10837059,Inactive Investor,Michael Simmons,,"HighTower Securities, LLC Portland ME 2 Monument Sq",msimmons@hightoweradvisors.com,,Salesforce
10955032,Inactive Investor,Alana Robinson,,Fidelity Brokerage Services LLC,,,Salesforce
146249,,Donald Oshea Oshea,,[Unknown],healthcaremaint@aol.com,,
10762003,Inactive Investor,Jeffrey Cole,Financial Advisor;Senior Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,jeffrey.cole@morganstanley.com,,Salesforce
11107233,Inactive Investor,Rikki Bowser,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",rikki.bowser@ml.com,,Salesforce
11170048,Inactive Investor,Nathaniel Neal,Financial Advisor,LPL Financial LLC Lincoln IL 303 S Kickapoo St,nathaniel.neal@lpl.com,,Salesforce
10813574,Inactive Investor,Kathryn Maffei,Financial Advisor,LPL Financial LLC Lexington MA 1666 Massachusetts Ave,kathryn.maffei@lpl.com,,Salesforce
11047430,Inactive Investor,John Maita,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",,,Salesforce
3751654,,Nhu Hung TRAN,,,nhuhung@gmail.com,,Web Form Fillout
10782227,Inactive Investor,James Campbell,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,jimcampbell.team@fidelity.com,,Salesforce
10907027,Inactive Investor,Rudolph Deleon,,J.P. Morgan Securities LLC Patterson NY 3112 Rte 22,rudolph.deleon@chase.com,,Salesforce
11055103,Inactive Investor,Jesse Pacchioli,,"Northwestern Mutual Investment Services, LLC Miami FL 100 SE 2nd St",jesse.pacchioli@nm.com,,Salesforce
204697,,Amy Flynn,,[Unknown],amy@wealthabundancejoynow.com,,
10756399,Inactive Investor,Nancy Kiritsy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,nancy.kiritsy@fidelity.com,,Salesforce
11131209,Inactive Investor,Donald Selinger,,Morgan Stanley Greenwich CT 1 Fawcett Pl,donald.selinger@morganstanley.com,,Salesforce
10963491,Inactive Investor,Kerry Berchtold,,J.P. Morgan Securities LLC Jupiter FL 300 S US Hwy 1,kerry.berchtold@jpmorgan.com,,Salesforce
10781882,Inactive Investor,Dustin King,,J.P. Morgan Securities LLC Pearland TX 11029 Shadow Creek Pkwy,dustin.d.king@jpmorgan.com,,Salesforce
9591914,,Joshua Rickel,,,josh@notley.com,,List import
11018775,Inactive Investor,Tommy Christopoulos,Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,tommy.christopoulos@jpmorgan.com,,Salesforce
10841788,Inactive Investor,Zachary Riedel,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wheeling WV 2001 Main St",zachary.riedel@wellsfargoadvisors.com,,Salesforce
9596036,,Samuel Gough,,,sgough@ballentinepartners.com,,List import
11051452,Inactive Investor,David Anderson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hunt Valley MD 225 Schilling Cir",david.anderson@wfafinet.com,,Salesforce
11187455,Inactive Investor,Raymond Gay,Vice President - Investments,Davenport & Company LLC Harrisonburg VA 21 Carpenter Ln,rgay@investdavenport.com,,Salesforce
11117096,Inactive Investor,Jerome Danko,,State Farm VP Management Corp.,,,Salesforce
9633303,,Ruvin Spivak,,,ruvinspivak@gmail.com,,List import
11129771,Inactive Investor,Dustin Schlabach,Financial Advisor,Edward Jones Asheville NC 184 E Chestnut St,dustin.schlabach@edwardjones.com,,Salesforce
10964872,Inactive Investor,Kyle Phillips,,Vanguard Marketing Corporation,kyle_phillips@vanguard.com,,Salesforce
10571400,,Ilir Sabovic,,,isabovic@grayscale.com,,Web Form Fillout
11126064,Inactive Investor,Michael Brennan,,"Osaic Wealth, Inc. Winthrop ME 168 Main St",,,Salesforce
11067130,Inactive Investor,Marjorie Higginsbarkman,,PFS Investments Inc. Plainville CT 146 New Britain Ave,marjorie.higginsbarkman@primerica.com,,Salesforce
10806810,Inactive Investor,Robert Wyks,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,robert.wyks@fmr.com,,Salesforce
11202865,Inactive Investor,Kent Nelson,Wealth Advisor,"Avior Wealth Management, LLC",kent@nvcwealth.com,,Salesforce
339596,,Milena Spasova,Investment Analyst,Augustine Asset Management Inc,mspasova@augustineasset.com,904-396-6944,Manual List Upload
143008,,David McInnis,Managing Director,ACG Wealth Inc.,dmcinnis@acgwealth.com,404-893-4100,
10761602,Inactive Investor,Christopher Burque,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",christopher_burque@ml.com,,Salesforce
332659,,Peter Pierce Buckley,,TBD,landpb@att.net,2038073663,
11009804,Inactive Investor,Wilson Abrego-Orellana,,J.P. Morgan Securities LLC Studio City CA 12051 Ventura Blvd,,,Salesforce
9601583,,raul prasad,,,rahulpra@gmail.com,,List import
10846692,Inactive Investor,Denise Church,,Morgan Stanley Davenport IA 4300 E 53rd St,,,Salesforce
11030919,Inactive Investor,Brent Burleson,,J.P. Morgan Securities LLC Clarkston MI 5541 Sashabaw Rd,brent.burleson@jpmorgan.com,,Salesforce
11011754,Inactive Investor,Timothy Phan,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,txphan@ft.newyorklife.com,,Salesforce
344742,,Chris Sislo,Wealth Advisor,"Hhm Wealth Advisors, Llc",csislo@hhmwealth.com,423-826-1670,Manual List Upload
10933842,Inactive Investor,Austen Karr,,"Raymond James Financial Services, Inc.",austen.karr@raymondjames.com,,Salesforce
10900428,Inactive Investor,Nicole Erpenbeck,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9636202,,Sam Albert,,,salbert@fivepointscapital.com,,List import
10976348,Inactive Investor,Wei-Hsiang Chang,Investment Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9648367,,Stephen Rivera -,,,stephen_rivera31@aol.com,,List import
9558162,,Brant Walker,,,bwalker@ariainvest.com,,List import
11151539,Inactive Investor,Mark Dunkley,,Fidelity Brokerage Services LLC New York NY 165 Broadway,,,Salesforce
10494471,,Jon Reppert,"Chief Compliance Officer, President, Senior Partner","Spectrum Advisors, Inc.",mreppert@spectrumadvisors.net,,List Import
11144878,Inactive Investor,Shaun Kimball,Wealth Advisor,"CUSO Financial Services, L.P. Baldwinsville NY 15 E Genesee St",shaun.kimball@cusonet.com,,Salesforce
11148391,Inactive Investor,Todd Mccoy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10960444,Inactive Investor,Daniel Osorio,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Torrance CA 21370 Hawthorne Blvd",daniel.osorio@schwab.com,,Salesforce
11063082,Inactive Investor,Kristine Boelte,Chief Compliance Officer;Financial Planner;Managing Member,Boelte O'Hara Wealth Management Clarksville VA 403 Virginia Ave,,,Salesforce
11138436,Inactive Investor,Tommy Elms,Branch Manager,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",tommy.elms@raymondjames.com,,Salesforce
21705,,Kelly Trenary,Associate,"Madison Dearborn Partners, LLC",ktrenary@mdcp.com,1-312-895-1000,Database Upload
235555,, -,,[[Unknown]],heddenpemb@aol.com,,
9558376,,Andrew Dorsey,,,andrewdorsey7m@gmail.com,,List import
11114793,Inactive Investor,Matthew Johnson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",mattjohnson@ml.com,,Salesforce
10890319,Inactive Investor,Alexander Fridell,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alexander.fridell@ubs.com,,Salesforce
342667,,Jean Dyer,General Counsel,Nephila Capital Ltd.,jdyer@nephilacapital.com,441-296-4684,Manual List Upload
245941,,Not Provided,"Director, Partners",TaxBit,lisa.beaman@taxbit.com,,Manual List Upload
11182620,Inactive Investor,Phil Ward,,"St. Bernard Financial Services, Inc. Tulsa OK 2522 E 71st St",phil.ward@stbernardfinancial.com,,Salesforce
9626505,,Daniel Coen,,,dwcoen@gmail.com,,List import
11128754,Inactive Investor,Joe-Ben O'Banion,,"Titleist Capital, LLC",jobanion@tamgmt.com,,Salesforce
10531762,,Denton Nerison,VP,Torres Financial Services,denton@torresfinancial.com,2103801883,List Import
11028123,Inactive Investor,Joseph Buontempo,,"Parkland Securities, LLC Westfield NJ 1020 South Ave W",mlopez@parklandrep.com,,Salesforce
10856330,Inactive Investor,John Entz,,Cetera Advisor Networks LLC Oklahoma City OK 5560 NW 72nd St,entzj@ceteranetworks.com,,Salesforce
10762709,Inactive Investor,Rajan Bhatia,,"World Investments, Inc. Mount Laurel NJ Private Residence",,,Salesforce
10828503,Inactive Investor,Jeannine Strand Marquez,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",jeannine.l.strand@ampf.com,,Salesforce
7112886,,Atisha Starnes,,,acstarr2011@gmail.com,,Web Form Fillout
338265,,Shane Bradley,Financial Planner,Sym Financial Advisors,sbradley@sym.com,800-888-7968,Manual List Upload
9620527,,Kevin Carman,,,kc30328@yahoo.com,,List import
10635575,,Gordon Kew,,,gordonkew@btinternet.com,,Web Form Fillout
10972646,Inactive Investor,Megan Heffron,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",megan.heffron@bernstein.com,,Salesforce
11078830,Inactive Investor,Alannah Valentino-Crowley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10604384,,Matthew Mai,CCO,"Pacific Oak Capital Advisors, LLC",mmai@pac-oak.com,424-208-8100,List Import
11232452,Inactive Investor,Robert Keller,,"Empower Financial Services, Inc Dubuque IA Private Residence",robert.keller@empower.com,,Salesforce
11209151,Inactive Investor,Jacob Niemeyer,Financial Advisor,"VALIC Financial Advisors, Inc. Linthicum Heights MD 1201 Winterson Rd",,,Salesforce
10952301,Inactive Investor,Timothy Sanders,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11059961,Inactive Investor,Joseph Wunderlick,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",tom.wunderlick@nm.com,,Salesforce
10804742,Inactive Investor,Ryan Dylla,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11116650,Inactive Investor,Brandon Weber,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",brandon.weber@raymondjames.com,,Salesforce
10921218,Inactive Investor,Kristin Delong,Investment Portfolio Associate,"Raymond James & Associates, Inc. Allentown PA 740 Hamilton St",kristin.delong@raymondjames.com,,Salesforce
200984,,Warren Zane,,[Unknown],wkmz88@gmail.com,,Organic Search
9614220,,Rajan Chidambaram Siva,,,csrajan.23@gmail.com,,List import
10975008,Inactive Investor,Ishkhan Boghossian,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,iboghossian@ft.newyorklife.com,,Salesforce
351850,,Graham Hunt,Chief Financial Officer,"Westend Advisors, Llc",graham.hunt@westendadvisors.com,704-556-9300,Manual List Upload
9587337,,Jim Tilton,,,jim.tilton@nwasset.com,,List import
9554205,,Francisco Quiros,,,ffranky188@gmail.com,,List import
9570977,,Jeffrey Moskowitz,,,jeff@harveypartners.com,,List import
10777581,Inactive Investor,Ross Dolgoff,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,ross.s.dolgoff@jpmorgan.com,,Salesforce
11140349,Inactive Investor,John Weibler,,Commonwealth Financial Network Lewiston ID 508 8th St,jweibler@commonwealth.com,,Salesforce
9620315,,Sebastian Kim,,,sebkim@gmail.com,,List import
11138071,Inactive Investor,Michael Lagnese,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",michael.lagnese@ml.com,,Salesforce
10975372,Inactive Investor,Ashley Caudle,,State Farm VP Management Corp. Warrior AL 209 Louisa St,ashleycaudle@statefarm.com,,Salesforce
10916719,Inactive Investor,Christopher Pinkstaff,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,christopher.pinkstaff@jpmorgan.com,,Salesforce
9638919,,Lance Baraker,,,advisors@westfulleradvisors.com,,List import
9617854,,Daniel Katsikas,,,dkatsikas@tensilecapital.com,,List import
10786691,Inactive Investor,David Harrison,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10880399,Inactive Investor,Brett Poling,Client Associate,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",brett.s.poling@wellsfargoadvisors.com,,Salesforce
10857057,Inactive Investor,Lawrence Schuffman,,NYLIFE Securities LLC Pensacola FL Private Residence,lschuffman@ft.newyorklife.com,,Salesforce
9548151,,Budiono Kertawidjaja,,,bkkert@gmail.com,,List import
10766562,Inactive Investor,Jack Skidmore,Assistant Vice President;Financial Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,jack.skidmore@morganstanley.com,,Salesforce
11054239,Inactive Investor,Margaret Duquesnay,Financial Planner;Investment Advisor;Managing Member,Ritholtz Wealth Management New Orleans LA 900 Camp St,,,Salesforce
239836,,Andrew Carrier,CMO,Quant,andrew.carrier@quant.network,,Event
10894126,Inactive Investor,Cheryl Stewart,,State Farm VP Management Corp. Richardson TX 1415 State St,cheryl.stewart.piej@statefarm.com,,Salesforce
10850684,Inactive Investor,Patrick Vento,Vice President,J.P. Morgan Securities LLC Carlsbad CA 2580 El Camino Real,patrick.vento@jpmorgan.com,,Salesforce
10819750,Inactive Investor,David Chapin,Financial Advisor,Morgan Stanley Boston MA 28 State St,david.chapin@morganstanley.com,,Salesforce
11111696,Inactive Investor,Ahmad Butt,,J.P. Morgan Securities LLC Valley Stream NY 163 W Merrick Rd,,,Salesforce
10972585,Inactive Investor,Garrett Burkam,,William Blair,gburkam@williamblair.com,,Salesforce
11015667,Inactive Investor,Craig Rubino,,"P.J. Robb Variable, LLC Parkton MD Private Residence",,,Salesforce
10616790,,Todd Marmor,,,tmarmor@wintrustwealth.com,,List Import
11125491,Inactive Investor,Minh Nguyen,Financial Advisor,Edward Jones Wichita KS 3876 N Woodlawn Blvd,minh.h.nguyen@edwardjones.com,,Salesforce
11141343,Inactive Investor,Yumi Wada,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10931579,Inactive Investor,Michael Rossman,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,mrossman@ft.newyorklife.com,,Salesforce
10943392,Inactive Investor,Brent Ford,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Ford Investment Counsel LLC,,,Salesforce
10841653,Inactive Investor,James Flinchum,Chief Compliance Officer;Managing Member;Managing Principal,"Bay Capital Advisors, LLC",jim@baycapitaladvice.com,,Salesforce
10760461,Inactive Investor,Mark Brenna,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",mark.brenna@rbc.com,,Salesforce
10827454,Inactive Investor,Steven McSharry,Financial Advisor;Senior Vice President,Morgan Stanley Anchorage AK 2550 Denali St,steven.mcsharry@morganstanley.com,,Salesforce
11134006,Inactive Investor,Michele Page,,"Equitable Advisors, LLC Roanoke VA 4502 Starkey Rd",,,Salesforce
10805842,Inactive Investor,Jennifer Pacific,,"RBC Capital Markets, LLC Portland OR Private Residence",jen.pacific@rbc.com,,Salesforce
10614912,,Gilbert Levine,"Financial Advisor, Senior Investment Management Consultant, Senior Vice President - Wealth Management",,gilbert.h.levine@morganstanley.com,,List Import
11238964,Inactive Investor,Andrew Davilman,,"Cohen & Company Financial Management, Llc",adavilman@cohenandcompany.com,,Salesforce
10614498,,Dennis Martin,Financial Advisor,,dmartin@gwnsecurities.com,,List Import
10983804,Inactive Investor,Trevor Campbell,,"Great Valley Advisor Group, Inc. Hopkins MN 601 Carlson Pkwy",tcampbell@greatvalleyadvisors.com,,Salesforce
10968143,Inactive Investor,Anders Norrman,Chief Executive Officer,Spreckels Wealth Management,,,Salesforce
10996241,Inactive Investor,Jun Kristofferson,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
10861146,Inactive Investor,Roger Conde,,"Cambridge Investment Research, Inc. Hermosa Beach CA 2447 Pacific Coast Hwy",,,Salesforce
11063623,Inactive Investor,Robert Fezza,Financial Advisor;Partner,"Odyssey Personal Financial Advisors, LLC",robert.fezza@odysseypfa.com,,Salesforce
10855537,Inactive Investor,Joshua Bennett,Chief Compliance Officer;Founder;Managing Partner;Member,"Vincere Wealth Management, LLC",josh@vincerewealth.com,,Salesforce
237315,, -,,[[Unknown]],roryomara77@hotmail.com,,
11025068,Inactive Investor,Kristopher Rocha,,"Wells Fargo Clearing Services, LLC Perris CA 2560 N Perris Blvd",kristopher.f.rocha@wellsfargo.com,,Salesforce
10882162,Inactive Investor,Austin Babb,Operations Manager,LPL Financial LLC Lexington KY 3217 Summit Square Pl,austin.babb@lpl.com,,Salesforce
9628747,,Mikk Herja,,,pastacas@gmail.com,,List import
125175,,Gennady Bekasov,Chief Compliance Officer,"Wipfli Financial Advisors, Llc",gbekasov@wipflifinancial.com,414-431-9300,Manual List Upload
10837148,Inactive Investor,Anthony Schmidt,Private Wealth Advisor;Senior Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,anthony.schmidt@morganstanley.com,,Salesforce
11166515,Inactive Investor,Matthew Foley,,"MML Investors Services, LLC Springfield OH 1127 E Home Rd",,,Salesforce
11163702,Inactive Investor,Nicholas Ruth,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10831482,Inactive Investor,Gordon Nearing,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",gordon.nearing@rbc.com,,Salesforce
11088488,Inactive Investor,Nicholas Rimac,Financial Advisor,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",nicholas.rimac@equitable.com,,Salesforce
11172503,Inactive Investor,Ruben Lomeli,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,rlomeli@primerica.com,,Salesforce
8480476,,Adam Blum,,Rockefeller Capital Management,ablum@rockco.com,(561) 758-4722,List Import
8358975,,Nikeeta Bahar,,,nikeeta@montagueadvisory.com,,Web Form Fillout
11143384,Inactive Investor,Francis Mundwiller,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Saint Peters MO 1 Mid Rivers Mall Dr",dmundwiller@wfafinet.com,,Salesforce
10842703,Inactive Investor,Krishna Kumar,Financial Advisor,Edward Jones Wilmette IL 1000 Skokie Blvd,krishna.kumar@edwardjones.com,,Salesforce
10927643,Inactive Investor,Gloria Infante,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,gloria.infante@jpmorgan.com,,Salesforce
9628521,,johnson sze,,,sze.johnson@gmail.com,,List import
10888283,Inactive Investor,Jaime Sanchez,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 2504 E 29th Ave",jaime.o.sanchez@ml.com,,Salesforce
11081017,Inactive Investor,Dena Whitney,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",dena_whitney@ml.com,,Salesforce
11168820,Inactive Investor,Alex Davidson,Advisor Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",alex.davidson@tiaa.org,,Salesforce
9624981,,Julian Bueno,,,jbueno112@gmail.com,,List import
10858771,Inactive Investor,Nicholas Reed,,State Farm VP Management Corp. Shawnee KS 21632 Midland Dr,nick.reed.m2kq@statefarm.com,,Salesforce
10943014,Inactive Investor,Trevor Richardson,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11208808,Inactive Investor,David Zack,,AdvisorNet Wealth Partners Minneapolis MN 4200 W Old Shako Pee Rd,dzack@advisornet.com,,Salesforce
11189448,Inactive Investor,Rocio Flores,,J.P. Morgan Securities LLC Shreveport LA 9096 Mansfield Rd,,,Salesforce
11130781,Inactive Investor,Brian Boehm,,J.P. Morgan Securities LLC Tampa FL 5305 Ehrlich Rd,brian.boehm@jpmorgan.com,,Salesforce
11097291,Inactive Investor,Barry Hill,,"Raymond James Financial Services, Inc. Decatur AL 306 4th Ave SE",barry.hill@raymondjames.com,,Salesforce
11016991,Inactive Investor,Matthew Kessel,,"Principal Securities, Inc. Jacksonville FL 7077 Bonneval Rd",,,Salesforce
10841374,Inactive Investor,Braden Hubbard,Financial Advisor,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",braden.r.hubbard@ampf.com,,Salesforce
10798628,Inactive Investor,Stephen Kryder,Financial Professional,"Pruco Securities, LLC. Defiance OH 609 W 3rd St",stephen.kryder@prudential.com,,Salesforce
11151413,Inactive Investor,Gordon Sato,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
11056359,Inactive Investor,Stacey Glaub,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sglaub@tiaa-cref.org,,Salesforce
345159,,John Stauffer,Financial Advisor,"Financial Management Strategies, Inc.",jstauffer@fmstrategies.biz,216-642-1099,Manual List Upload
9606231,,anilabh pandey,,,anipandey@paypal.com,,List import
344389,,Austin Mack,"Investment Analyst,",Org Portfolio Management Llc,amack@orgpm.com,216-468-0055,Manual List Upload
11086580,Inactive Investor,Joseph Strauss,Financial Consultant,"Equitable Advisors, LLC Albany OR 879 NW Independence Hwy",joseph.strauss@equitable.com,,Salesforce
10900986,Inactive Investor,Kurt Schmehl,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kurt_schmehl@vanguard.com,,Salesforce
9613636,,Stanley Hataria,,,shataria@gmail.com,,List import
11048974,Inactive Investor,Adam Hentz,Preferred Relationship Manager,"Fifth Third Securities, Inc. Stevensville MI 1788 W John Beers Rd",adam.hentz@53.com,,Salesforce
10894820,Inactive Investor,Katelyn Stevens,Chief Compliance Officer;Senior Vice President,"Benjamin F. Edwards & Company, Inc.",katelyn.stevens@benjaminfedwards.com,,Salesforce
11040936,Inactive Investor,Teonna Hoopes,Financial Advisor,Edward Jones Safford AZ 1491 W Thatcher Blvd,teonna.hoopes@edwardjones.com,,Salesforce
10780292,Inactive Investor,Kenneth McNamara,Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",kenneth_mcnamara@ml.com,,Salesforce
9557731,,James Willett,,,jkcae@comcast.net,,List import
11143308,Inactive Investor,Matthew Corsaro,,"Principal Securities, Inc. Mentor OH 8039 Broadmoor Rd",corsaro.matthew@principal.com,,Salesforce
10604551,,Matt Shaw,Head of Investment Solutions,Ategenos Capital,mshaw@ategenoscapital.com,3029836198,List Import
10611878,,Kevin Edwards,"Financial Advisor, First Vice President, Portfolio Management Director",,kevin.k.edwards@morganstanley.com,,List Import
10810994,Inactive Investor,Kevin Brennan,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,kevin.brennan@morganstanley.com,,Salesforce
10812484,Inactive Investor,Brian Coatoam,Managing Director;Private Wealth Advisor,"RBC Capital Markets, LLC Winter Park FL 360 Garfield Ave",brian.coatoam@rbc.com,,Salesforce
11109804,Inactive Investor,Odon Lopez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",odon.lopez@ml.com,,Salesforce
10909140,Inactive Investor,Leonel Tejada,,"Wells Fargo Clearing Services, LLC Sugar Land TX 17044 Lexington Blvd",leonel.tejada@wfadvisors.com,,Salesforce
11140045,Inactive Investor,Stephanie Gunnerson,,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,scroasmun@primerica.com,,Salesforce
10780700,Inactive Investor,Melanie Foster,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",melanie.foster@wellsfargoadvisors.com,,Salesforce
11179748,Inactive Investor,Roger Distler,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",roger.distler@nm.com,,Salesforce
11071161,Inactive Investor,Jacqueline Jones,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 60 E 42nd St,jacqueline.jones@jpmorgan.com,,Salesforce
10806927,Inactive Investor,Karen Fenwick,Financial Advisor,First Kentucky Securities Corporation,karen.fenwick@firstky.com,,Salesforce
9559500,,Elijah Sylvester,,,sylvesterwinter95@gmail.com,,List import
9625060,,Kai Cheong Chan,,,drkai49@gmail.com,,List import
10992876,Inactive Investor,Mason Fox,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Joplin MO 402 Main St",,,Salesforce
10974105,Inactive Investor,Brian Carter,,Sigma Financial Corporation,bcarter@sigmafinancial.com,,Salesforce
11045770,Inactive Investor,Dylan Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Saint Augustine FL 2225 A1A S",dylan.c.wilson@ampf.com,,Salesforce
10853560,Inactive Investor,Vanessa Lau,,J.P. Morgan Securities LLC New York NY 277 Park Ave,vanessa.lau@jpmorgan.com,,Salesforce
10865740,Inactive Investor,John Patterson,,"The Investment Center, Inc. Bryn Mawr PA 14 Elliott Ave",jpatterson@investmentctr.com,,Salesforce
9588192,,Jeffrey Iannone,,,jeffrey@aimainc.com,,List import
9586943,,Jeffrey Crawford,,,jeff@western-companies.com,,List import
216693,,Tak Fung,,[Unknown],tcfung@ascendplanning.com,,Event
9599844,,Edward Donnellan,,,e.donnellan@truepartnercapital.com,,List import
10855234,Inactive Investor,Louis Bell,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
11041304,Inactive Investor,Barry Hofmeister,,"FBL Marketing Services, LLC Ackley IA 501 Sherman Ave",barry.hofmeister@fbfs.com,,Salesforce
11182745,Inactive Investor,Wade Grubbs,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10913304,Inactive Investor,Lisa Lowrance,Relationship Manager,"Wells Fargo Advisors Financial Network, LLC Tyler TX 7236 Crosswater",lisa.nichols@wellsfargoadvisors.com,,Salesforce
10912715,Inactive Investor,Brandon Perlow,Associate Financial Advisor,"ABLE Financial Group, LLC",brandon@ablefinancialgroup.com,,Salesforce
10659807,,Gary Weimer,,,gweimer@bpsecinc.com,,List Import
10984139,Inactive Investor,Philip Lafresnaye,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
11232800,Inactive Investor,Robby Engeldinger,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",,,Salesforce
10951826,Inactive Investor,Brian West,,J.P. Morgan Securities LLC Baton Rouge LA 330 N 4th St,brian.west@jpmorgan.com,,Salesforce
368151,,Kristen Faro,Other,,stngette@aol.com,2566847151,Webinar
9597791,,Jeffrey Fattig,,,jfattig@carsoninstitutional.com,,List import
11100268,Inactive Investor,Anthony Montano,,"Rosman Asset Management, LLC",,,Salesforce
11165917,Inactive Investor,Mark Listenberger,Wealth Management Advisor,"Osaic Wealth, Inc. Arlington NE 130 W Eagle St",,,Salesforce
9542089,,Peter Lansing,,,peter.lansing@ubs.com,,List import
10894129,Inactive Investor,Richard Gearty,,NYLIFE Securities LLC Manchester NH Private Residence,rgearty@ft.newyorklife.com,,Salesforce
10808454,Inactive Investor,Stephen Osborn,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",stephen.osborn@ml.com,,Salesforce
11002260,Inactive Investor,Anne Malaythong,,State Farm VP Management Corp. Cottage Grove OR 75 Gateway Blvd,,,Salesforce
9540418,,Phil Ecob,,,pecob@chinvestments.com,,List Import
11064609,Inactive Investor,James Mitchell,,"FBL Marketing Services, LLC Fayette IA 107 E State St",jmmitchell@fbfs.com,,Salesforce
10903186,Inactive Investor,Sacha Mussenden-Fields,,Citigroup Global Markets Inc.,sacha.mussenden@citi.com,,Salesforce
10754249,Inactive Investor,Jake Finnucan,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",jake.finnucan@ml.com,,Salesforce
216972,,Trevor Yochum,,[Unknown],trevor@incompassfp.com,,Event
11297166,Inactive Investor,Jon Maier,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jon.maier@jpmorgan.com,,Salesforce
11105543,Inactive Investor,Bryan Bertucci,Associate Vice President,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",bryan.bertucci@raymondjames.com,,Salesforce
11006845,Inactive Investor,Naaserah Quiddus,,PFS Investments Inc. Wayne PA 175 Strafford Ave,nquiddus@primerica.com,,Salesforce
10816329,Inactive Investor,Thomas Porter,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Minneapolis MN 4900 Hwy 169 N",thomas.j.porter@ampf.com,,Salesforce
10977522,Inactive Investor,Ali Reyes,,J.P. Morgan Securities LLC Newport Beach CA 1000 Irvine Ave,ali.reyes@chase.com,,Salesforce
11083811,Inactive Investor,Puja Amin,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10945985,Inactive Investor,Stephanie Tippenhauer,,"Fifth Third Securities, Inc. Cincinnati OH 9477 Kenwood Rd",stephanie.tippenhauer@53.com,,Salesforce
345963,,Cheng GuangLiang,,China,2086772571@qq.com,,
10949096,Inactive Investor,Kyler Cook,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11124187,Inactive Investor,Elena Dayutova,,J.P. Morgan Securities LLC Abington PA 990 Old York Rd,elena.dayutova@jpmorgan.com,,Salesforce
9604160,,JAMIE GASIOROWSKI,,,jgasiorowski@cohencpa.com,,List import
9624787,,James Sitko,,,jamessitko94@gmail.com,,List import
10984519,Inactive Investor,Cheng-Ying Hsiao,,J.P. Morgan Securities LLC Winter Garden FL 14403 Shoreside Way,ian.hsiao@chase.com,,Salesforce
2220840,,Sandeep Jadhav,,,sandeepjadhav77024@gmail.com,,
6210513,,Morgane Fournel,,Kramer Levin,fournelmorgane@gmail.com,0672227257,Web form fillout
10897264,Inactive Investor,Elijah Muhammad,District Leader,PFS Investments Inc. Chicago IL 11740 S Western Ave,elijah.muhammad@primerica.com,,Salesforce
11212623,Inactive Investor,Douglas Schiel,,Edward Jones North Platte NE 1215 S Poplar St,douglas.schiel@edwardjones.com,,Salesforce
10510119,,Brandon Rudolph,Index Product Developer,VettaFi,brandon.rudolph@vettafi.com,,List Import
190656,,Michael Garcia,Cto,"Ferguson Wellman Capital Management, Inc.",mikegarcianm@icloud.com,,
11045564,Inactive Investor,Michael Ware,Senior Partner,"Geneos Wealth Management, Inc. Addison TX 16775 Addison Rd",,,Salesforce
10806015,Inactive Investor,Kristen Welcome,Director - Operations,"Ameriprise Financial Services, LLC Powell OH 90 Hidden Ravines Dr",kristen.j.welcome@ampf.com,,Salesforce
10999258,Inactive Investor,Mai Thao,,"Empower Financial Services, Inc Elizabeth CO Private Residence",mai.thao@empower.com,,Salesforce
370792,,fesal gusiya,,India,fesalgusiya@gmail.com,,Google Natural Search
9562009,,John Bahr,,,jbahr@fscadvisor.com,,List import
9605107,,Evandro Camilo,,,evandrocamilo@hotmail.com,,List import
11029591,Inactive Investor,Sierra King,,Lincoln Investment Rochester NY 1425 Jefferson Rd,sking@lincolninvestment.com,,Salesforce
10880451,Inactive Investor,Sean Gingrich,Financial Advisor,Edward Jones Lewisville TX 2260 Highland Village Rd,sean.gingrich@edwardjones.com,,Salesforce
11157167,Inactive Investor,Jeffrey Won,Executive Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Sacramento CA 400 Capitol Mall,jeffrey.won@morganstanley.com,,Salesforce
11015911,Inactive Investor,Andrew Smidt,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",andrew.smidt@nm.com,,Salesforce
10962749,Inactive Investor,Bethany Strub,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10922174,Inactive Investor,Sarah Burrows,,"Raymond James Financial Services, Inc. Saddle River NJ 65 E Allendale Rd",sarah.burrows@raymondjames.com,,Salesforce
10912597,Inactive Investor,Benjamin Sommer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9561629,,Patrick Casey,,,pcasey@perkinscoie.com,,List Import
11131158,Inactive Investor,Brady Bohl,Financial Advisor,"Concourse Financial Group Securities, Inc. Bismarck ND 919 S 7th St",brady.bohl@concoursefinancial.com,,Salesforce
204994,,Thomas Dykstra,,Allianz,coastocoast@live.com,(630) 774-8755,Content
9593997,,Diana Giorge,,,diana@dianagiorge.com,,List import
10885640,Inactive Investor,Ryan Morgan,Financial Advisor,Edward Jones Fort Collins CO 2032 Lowe St,ryan.morgan@edwardjones.com,,Salesforce
11021871,Inactive Investor,David Mercurio,,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,david.mercurio@chase.com,,Salesforce
9628874,,kirk woodley,,,kirk.woodley@circle.com,,List import
9600489,,Henley Montgomery,,,ibdhenley@outlook.com,,List import
10994958,Inactive Investor,Daniel Leon,Financial Consultant,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",daniel.leon@equitable.com,,Salesforce
10827180,Inactive Investor,Matthew Bollinger,Premier Banker,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2005 E Market St",matthew.bollinger@wellsfargoadvisors.com,,Salesforce
11204685,Inactive Investor,Regina Wortham,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",regina_wortham@ml.com,,Salesforce
10977817,Inactive Investor,Steven Meader,,"CliftonLarsonAllen Wealth Advisors, LLC",steven.meader@claconnect.com,,Salesforce
11260422,Inactive Investor,Jaydon Rivera,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jaydon.rivera@equitable.com,,Salesforce
9568967,,chen feng,,,1599000002@qq.com,,List import
353203,,Clark Hoover,Investment Officer,LACERS,clark.hoover@lacers.org,,Event
10998343,Inactive Investor,Eduardo Gil Pille,,J.P. Morgan Securities LLC Barrington IL 136 W Northwest Hwy,,,Salesforce
11260428,Inactive Investor,Samuel Morales,,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,,,Salesforce
9554625,,Reginald Riggins,,,rriggins@massmutual.com,,List import
10614520,,Pamela Kimmel,"Financial Advisor, Principal",,pamela.kimmel@bernstein.com,,List Import
9571259,,John Roberts,,,john.roberts@kestrafinancial.com,,List import
11112903,Inactive Investor,Kayla Foltmer,Relationship Manager,Intellicents Investment Solutions Inc Southlake TX 330 Morrison Park Dr,kayla.foltmer@intellicents.com,,Salesforce
10489216,,Joe Scott,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",joe.scott@wfa.com,,List Import
10809133,Inactive Investor,Cody Corcoran,Registered Associate,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",,,Salesforce
11179356,Inactive Investor,Kent Herring,,"Cambridge Investment Research, Inc. Gulf Breeze FL Private Residence",,,Salesforce
11159217,Inactive Investor,Richard Moore,,"The Leaders Group, Inc.",,,Salesforce
9646861,,x xxx,,,matthias.ohliger@gmail.com,,List import
9542817,,Shaun Bracken,,,shaun@bridgelight.com,,List import
10901034,Inactive Investor,Jessica Anderson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
236850,, -,,[[Unknown]],junethwala@gmail.com,,
11022294,Inactive Investor,Gregg Kreielsheimer,,LPL Financial LLC Raleigh NC 2840 Plaza Pl,gregg.kreielsheimer@lpl.com,,Salesforce
11014277,Inactive Investor,Joseph Leicht,,"Farmers Financial Solutions, LLC Newport Beach CA 4667 Macarthur Blvd",jleicht@farmersagent.com,,Salesforce
9567221,,David Dietze,,,ddietze@ptview.com,,List import
10829527,Inactive Investor,Joanne Reynolds,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",joanne.reynolds@nm.com,,Salesforce
11075071,Inactive Investor,Shane Rockweiler,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Reedsburg WI 280 2nd St",shane.rockweiler@mutualofomaha.com,,Salesforce
10807005,Inactive Investor,William Meinel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",william_meinel@ml.com,,Salesforce
11162317,Inactive Investor,Ted Matuszak,Financial Advisor,LPL Financial LLC Pulaski WI Private Residence,ted.matuszak@lpl.com,,Salesforce
9599167,,Paul Landen,,,pblanden@icloud.com,,List import
9544939,,Kevin DiAdamo,,,kevin@diadamolegal.com,,List import
9590716,,Tomy Bass,,,pr1m3t3ch@gmail.com,,List import
11156275,Inactive Investor,Tyler Utz,Financial Consultant,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",tyler.utz@equitable.com,,Salesforce
9551387,,Vinícius de Freitas,,,vinicius.freitas@tufts.edu,,List import
78525,,Tyler Simones,Managing Member And Chief Compliance Officer,Northwest Quadrant Wealth Management,tyler@northwestquadrantwealth.com,541-388-9888,Manual List Upload
9600903,,Jayson Schmitt,,,jayson.schmitt@chandlerasset.com,,List import
11154505,Inactive Investor,Breana Ang,,Evercore Group L.L.C.,,,Salesforce
10644974,,Matthew Williams,,,matthew.m.williams@chase.com,,List Import
10842081,Inactive Investor,Albert Makkay,Account Executive,Janney Montgomery Scott LLC Osterville MA 804 Main St,amakkay@janney.com,,Salesforce
11083713,Inactive Investor,Raymond Skinner,Wealth Advisor,"Concourse Financial Group Securities, Inc. Birmingham AL 1000 Providence Park",raymond.skinner@concoursefinancial.com,,Salesforce
11210536,Inactive Investor,Laura Kirk,,Goldman Sachs & Co.,laura.kirk@gs.com,,Salesforce
9576754,,Balisha Merritt,,,balisha.merritt@53.com,,List import
11076941,Inactive Investor,Ronald Orf,,"Wells Fargo Advisors Financial Network, LLC",ronald.orf@wellsfargoadvisors.com,,Salesforce
11119457,Inactive Investor,Amy Glenn-Trampe,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,amy.glenn-trampe.t2jf@statefarm.com,,Salesforce
10938842,Inactive Investor,James Docster,,"Cambridge Investment Research, Inc. Jacksonville FL 4600 Touchton Rd E",jamie.docster@cambridgesecure.com,,Salesforce
10872851,Inactive Investor,Evan Banks,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,evan_banks@glic.com,,Salesforce
10966620,Inactive Investor,Mitesh Shah,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,,,Salesforce
11145137,Inactive Investor,Leslie Botto,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
11129731,Inactive Investor,John Keating,Financial Advisor,"Ameriprise Financial Services, LLC Quincy IL 2020 Broadway St",john.e.keating@ampf.com,,Salesforce
10885120,Inactive Investor,George Mantzoros,,Vanguard Marketing Corporation,george_mantzoros@vanguard.com,,Salesforce
11042996,Inactive Investor,Robert Schmiesing,,Thrivent Investment Management Inc. Warrenton VA 205A Keith St,bob.schmiesing@thrivent.com,,Salesforce
11091685,Inactive Investor,Marcus Suman,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,marcus.suman@jpmorgan.com,,Salesforce
11055757,Inactive Investor,Elliot Gray,Assistant Vice President;Wealth Management Associate,Morgan Stanley Colchester VT 105 W View Rd,elliot.w.gray@morganstanley.com,,Salesforce
9986469,,naitoultit nordine,,,oultitnordine@gmail.com,,Web form fillout
10935468,Inactive Investor,Carleen Harbin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport TN 7 Sheridan Sq",carleen.harbin@ml.com,,Salesforce
10761226,Inactive Investor,Anne Davidson,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",anne.davidson@wellsfargoadvisors.com,,Salesforce
10798245,Inactive Investor,Richard Hicks,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,richard.hicks@primerica.com,,Salesforce
11260180,Inactive Investor,Dylan Scasserra,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",dylan.scasserra@nm.com,,Salesforce
11083977,Inactive Investor,Adam Tlusty,Client Advisor,Fiduciary Counselling Inc,,,Salesforce
4825173,,Daniel Betthauser,,,daniel.betthauser@gmail.com,,Web Form Fillout
10851517,Inactive Investor,Douglas Maher,Financial Advisor,LPL Financial LLC Rapid City SD 1508 Mountain View Rd,douglas.maher@lpl.com,,Salesforce
10903496,Inactive Investor,Ronald Nathan,Financial Advisor,Lincoln Investment Amherst MA 20 Gatehouse Rd,rnathan@lincolninvestment.com,,Salesforce
11219728,,Bradley Chandler,,,bradley_chandler@vanguard.com,,Other
9607689,,Emmanuel Goh,,,emmanuel.goh@skew.com,,List import
9549358,,Amit Mehta,,,amehta@crestwoodcap.com,,List import
11196741,Inactive Investor,Jules Delalla,,"Equitable Advisors, LLC Wayne NJ Private Residence",jules.delalla@equitable.com,,Salesforce
371920,,Anthony Pope,,United States,proestpope@icloud.com,,Salesforce
9588230,,M. Barnsdale,,,rmbarnsdale@gmail.com,,List import
10989547,Inactive Investor,Derek Brawner,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",derek.brawner@nm.com,,Salesforce
44002,,Kurt Bester,"Associate, Financial Planner",Thrivent Investment Management Inc.,kurt.bester@thrivent.com,651-454-7938,
9627606,,Keri McCollum,,,keri.mccollum@wolterskluwer.com,,List import
11086819,Inactive Investor,Jared Chamberlain,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,jared.chamberlain@fidelity.com,,Salesforce
10926017,Inactive Investor,Stephanie Miller,Financial Advisor,"Ameriprise Financial Services, LLC Macungie PA 5740 Lower Macungie Rd",stephanie.miller@ampf.com,,Salesforce
9636219,,Melissa Houston,,,mhouston@postroadgroup.com,,List import
10897239,Inactive Investor,Patrick Gunther,,"Independent Advisor Alliance, LLC Summerville SC 105 S Cedar St",,,Salesforce
11092143,Inactive Investor,Carrie Skipton,,"Wells Fargo Advisors Financial Network, LLC Zephyr Cove NV 195 US 50",,,Salesforce
10826772,Inactive Investor,Karen Dattilio,Director,Morgan Stanley Hagerstown MD 1185 Imperial Dr,,,Salesforce
11120293,Inactive Investor,David Lenvin,Financial Consultant;Retirement Benefits Specialist,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",david.lenvin@equitable.com,,Salesforce
11071303,Inactive Investor,Ronald Thompson,,First Liberties Financial,rthompson@firstlibertiesfinancial.com,,Salesforce
9629437,,Médéric Dujard,,,realestateluxurym@gmail.com,,List import
9547966,,Deirdre Mcguire,,,dmcguire@ghpia.com,,List import
10643926,,Jeffrey Rondini,,,jeffrey.rondini@ubs.com,,List Import
11156775,Inactive Investor,James Smith,Vice President,United Planners' Financial Services of America A Limited Partner,jrsmith@unitedplanners.com,,Salesforce
11237258,Inactive Investor,Michael Joseph,Deputy Chief Investment Officer;Portfolio Manager,"Stansberry Asset Management, LLC San Mateo CA 411 Borel Ave",michael.joseph@stansberryam.com,,Salesforce
11078242,Inactive Investor,Lindsay Ljuca,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",lindsay.pallas@nm.com,,Salesforce
9587907,,Scott Richardson,,,scott@richardson-financial.com,,List import
10985130,Inactive Investor,Berta Cuperman,,NYLIFE Securities LLC Aventura FL Private Residence,bcuperman@ft.newyorklife.com,,Salesforce
11137864,Inactive Investor,Brendan Cabey,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,bpcabey@ft.newyorklife.com,,Salesforce
10661485,,Andrew Albert,,,aalbert@svoco.com,,List Import
9641553,,J Klein,,,aspenoak@yahoo.com,,List import
11233316,Inactive Investor,Logan Long,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10804846,Inactive Investor,David Thomas,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.thomas@fmr.com,,Salesforce
9638628,,Thomas Crilly,,,tom.crilly@rochesterregional.org,,List import
10976040,Inactive Investor,William Murphy,,Vanguard Marketing Corporation,william_murphy@vanguard.com,,Salesforce
10855933,Inactive Investor,Matthew Yarbrough,Financial Advisor;Managing Member,"Encompass Wealth Advisors, LLC",matt.yarbrough@encompasswa.com,,Salesforce
11085329,Inactive Investor,Carolyn Porter,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",carolyn.porter@wellsfargo.com,,Salesforce
1001057,Inactive Investor,Russell Medcraft,,RussellBrooke SMSF,russellmedcraft@gmail.com,,
10813794,Inactive Investor,Frank Vumbaco,Financial Advisor,Edward Jones Nashua NH 98 Spit Brook Rd,frank.vumbaco@edwardjones.com,,Salesforce
9574117,,Michael McLeod,,,mmcleod@massmutual.com,,List import
10784985,Inactive Investor,Christopher Thorn,,"Stifel, Nicolaus & Company, Incorporated Boston MA 20 Custom House St",,,Salesforce
11070213,Inactive Investor,Dwayne Horst,,"Truist Investment Services, Inc. Greencastle PA 40 Center Sq",dwayne.horst@truist.com,,Salesforce
10756189,Inactive Investor,Kelsey Linares,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",kelsey.osborne@ml.com,,Salesforce
11174330,Inactive Investor,Gregory Jackson,Senior Vice President,Neuberger Berman BD LLC,gjackson@nb.com,,Salesforce
11069156,Inactive Investor,Shaoyuan Fu,,"Arete Wealth Management, LLC New York NY 5 Hanover Sq",shaoyuan.fu@aretewealth.com,,Salesforce
10489341,,Monda Hanna,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,monda.hanna@ubs.com,469-440-0594,List Import
10770438,Inactive Investor,Jonathan Brinckerhoff,Associate Complex Manager;Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,jonathan.brinckerhoff@morganstanley.com,,Salesforce
11038659,Inactive Investor,Jennie Wells,,Thrivent Investment Management Inc. Asheville NC Private Residence,jennie.wells@thrivent.com,,Salesforce
10606666,,Valerica Nistor,"Senior Relationship Manager, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",valerica_nistor@ml.com,212-338-6271,List Import
9581518,,Steven Miller,,,smiller@claraphi.com,,List import
10973754,Inactive Investor,Jason Weeks,,"Farmers Financial Solutions, LLC Lakewood WA 8408 83rd Ave SW",jweeks@farmersagent.com,,Salesforce
11034050,Inactive Investor,David Hood,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.hood@fmr.com,,Salesforce
10903007,Inactive Investor,Conner Rood,,J.P. Morgan Securities LLC Houston TX 712 Main St,conner.rood@jpmorgan.com,,Salesforce
10977958,Inactive Investor,Charlotte Huang,Wealth Relationship Manager,Citigroup Global Markets Inc. Pasadena CA 285 S Lake Ave,charlotte.huang@citi.com,,Salesforce
9561894,,abhay pattnaik,,,apattnaik000@gmail.com,,List import
10764115,Inactive Investor,Scott Kreger,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Rockville MD 111 Rockville Pike",scott.kreger@rbc.com,,Salesforce
10846727,Inactive Investor,John Broderick,Financial Services Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.broderick@schwab.com,,Salesforce
7834659,,Rohan Pathare,,,rohan.r.pathare@gmail.com,,Web Form Fillout
10616143,,Patrick Quinn,,,patrick.a.quinn@jpmorgan.com,,List Import
10913897,Inactive Investor,Becky Vittum,Investment Advisor Representative,LPL Financial LLC Claremont NH 145 Broad St,becky.vittum@lpl.com,,Salesforce
10947283,Inactive Investor,Michael Estrada,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",michael.estrada@nm.com,,Salesforce
11143041,Inactive Investor,John Benson,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",john.benson@equitable.com,,Salesforce
10853563,Inactive Investor,Robert Mcgraw,,J.P. Morgan Securities LLC Keller TX 980 Keller Pkwy,robert.mcgraw@jpmorgan.com,,Salesforce
9602499,,Paul Ross,,,jpaulross@gmail.com,,List import
10982121,Inactive Investor,Thomas French,,"Centennial Securities Company, Inc.",,,Salesforce
335448,,Matthew Sidari,Vice President,Raven Capital Management Llc,matt@ravencm.com,212-966-7926,Manual List Upload
204978,,Cathy Venema,,[Unknown],venema.cathy@gmail.com,,source
9622105,,David Wilson,,,wilsondb@live.com,,List import
10888578,Inactive Investor,James Merrow,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,james.merrow@fidelity.com,,Salesforce
48518,,John Nistler,Financial Planner,Lincoln Financial Advisors Corporation,john.nistler@lfg.com,410-987-3590,
11131045,Inactive Investor,Jeffrey Jackson,Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",jeff.jackson@nm.com,,Salesforce
243203,,Heather Kelly,"SVP, Head of Advisory & Strategic Accounts",Allianz Life,heather.kelly@allianzlife.com,,Manual List Upload
10788124,Inactive Investor,Andrea Monchilovich Pickerign,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10794494,Inactive Investor,Michael Ryan,President,Waycross Investment Management Co,,,Salesforce
96604,,Michael Gray,Mr,Global Mind International Ltd,mgray.gmi@outlook.com,,Event
10831148,Inactive Investor,Aurelio Decaro,,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",roy.decaro@rbc.com,,Salesforce
11081140,Inactive Investor,Ashley Russo Meinert,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",ashley.gershenson@nm.com,,Salesforce
10968349,Inactive Investor,Megan O'Dean,Wealth Advisor,TFO Wealth Partners,,,Salesforce
10937899,Inactive Investor,Nancy Lebron,,"OneAmerica Securities, Inc. Forest Hills NY 6120 Grand Central Pkwy",,,Salesforce
10868303,Inactive Investor,Darrell Marques,Financial Advisor,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",dmarques@htk.com,,Salesforce
194810,,Ken Chitpanich,,[Unknown],kchitpan@gmail.com,,source
10789785,Inactive Investor,John Spottke,Financial Representative,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,john_spottke@glic.com,,Salesforce
10870361,Inactive Investor,Eric Miller,,Country Capital Management Company Warrenville IL 28369 Davis Pkwy,eric.miller@countryfinancial.com,,Salesforce
9601758,,Rafael Ramirez,,,rafael.ramirez@trilogyfs.com,,List import
10862165,Inactive Investor,Matthew Mintz,Financial Advisor,Edward Jones Buda TX 251 N FM 1626,matthew.mintz@edwardjones.com,,Salesforce
10866202,Inactive Investor,Seth Krasne,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,skrasne@ft.newyorklife.com,,Salesforce
10917619,Inactive Investor,Darline Burczak,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,dburczak@brileywealth.com,,Salesforce
10883139,Inactive Investor,John Brady,,Goldman Sachs & Co.,,,Salesforce
11213271,Inactive Investor,Justin Best,,"Avantax Investment Services, Inc. Sewickley PA 2200 Georgetown Dr",,,Salesforce
11108578,Inactive Investor,Kristopher West,,"Raymond James Financial Services, Inc. Sammamish WA 22620 SE 4th St",kristopher.west.5tk27@raymondjames.com,,Salesforce
9578469,,Charles Foight,,,ccfoight@ft.newyorklife.com,,List import
11133601,Inactive Investor,Jeffrey Marston,,"Calton & Associates, Inc. Fairhope AL Private Residence",jmarston@cadaretgrant.com,,Salesforce
9599328,,Karen Eichorst,,,keichorst@carterasset.com,,List Import
345619,,Anton Prakash,Chief Technologist,North Capital,aprakash@northcapital.com,415-315-9916,Manual List Upload
10908653,Inactive Investor,Jay Conner,Financial Advisor;Financial Professional,"MML Investors Services, LLC Houston TX 3 Greenway Plz",jconner@financialguide.com,,Salesforce
10696213,,Alain Foisy,,Unblu,alain.foisy@unblu.com,,List import
336695,,Matthew Gallagher,"Partner, Head, Business Development","Trinitypoint Wealth, Llc",mgallagher@trinitypointwealth.com,203-693-8525,Manual List Upload
10968691,Inactive Investor,Mary Blair,Senior Compliance Analyst,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
10940655,Inactive Investor,Christopher Rathman,"EVP, Branch Development","The Oak Ridge Financial Services Group, Inc.",mrathman@oakridgefinancial.com,,Salesforce
39838,,Maryann Ziebert,"Investment Operations Manager, Manager, Regulatory Contact","Brookfield Investment Partners, LLC",mziebert@brookfieldip.com,262-785-6751,
10810781,Inactive Investor,Lori McGuinness,,J.P. Morgan Securities LLC Englishtown NJ 146 US Hwy 9,,,Salesforce
10919806,Inactive Investor,Susan Reynolds,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",susan.reynolds@cunamutual.com,,Salesforce
11052900,Inactive Investor,DeAnne Finn,,Cetera Financial Specialists LLC Saint Louis MO 3660 S Geyer Rd,deanne.keck@ceterafs.com,,Salesforce
10860557,Inactive Investor,Flavio Sugiyama,Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9541589,,Xian Yao,,,xyao02@qub.ac.uk,,List import
10921886,Inactive Investor,Kyle Haeusser,Financial Advisor,"Northwestern Mutual Investment Services, LLC Olathe KS 17795 W 106th St",kyle.haeusser@nm.com,,Salesforce
194582,,Dordor Minetdi,,[Unknown],minetdidordor@hotmail.com,,source
336592,,Jp Osseward,COO,Avier Wealth Advisors,jp@avieradvisors.com,425-467-1011,Manual List Upload
11148732,Inactive Investor,Peter Keating,Registered Principal,United Planners' Financial Services of America A Limited Partner Columbia MD 10440 Little Patuxent Pkwy,pjkeating@unitedplanners.com,,Salesforce
9668,, -,,[[Unknown]],turgays@mail.com,,Initial Salesforce Import
10886269,Inactive Investor,Surya Metzler,Chief Financial Officer;Founder,"Newport Wealth Advisors, Inc.",mkramer@newportwealthadvisors.com,,Salesforce
211617,,Ron Violand,Retired,Retired,rjvioland@verizon.net,,Content
10777654,Inactive Investor,Haley Thomas,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",haley.thomas@wellsfargoadvisors.com,,Salesforce
10982133,Inactive Investor,Zakia Khan,Financial Advisor,"WMS Partners, LLC",,,Salesforce
9569983,,Matthew Valentine,,,mvalentine@ayco.com,,List import
10958825,Inactive Investor,Wendy Carrillo,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,wendycarrillo@primerica.com,,Salesforce
11222952,,Peter Comerford,,,pete.comerford@algertglobal.com,,List Import
11194494,Inactive Investor,Zeynep Karadeniz,,"MML Investors Services, LLC Los Angeles CA 444 S Flower St",,,Salesforce
10828309,Inactive Investor,Michael Covell,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated League City TX 2102 E Main St",michael.covell@ml.com,,Salesforce
10935109,Inactive Investor,Nancy Guthrie,,LPL Financial LLC Corpus Christi TX 6210 Wooldridge Rd,nancy.guthrie@lpl.com,,Salesforce
11210212,Inactive Investor,Andrew Cesar,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",andrew.cesar@nm.com,,Salesforce
11026060,Inactive Investor,Linda Boone,,PFS Investments Inc. Surprise AZ 12213 W Bell Rd,lboone@primerica.com,,Salesforce
10879568,Inactive Investor,Keely Bottcher,Investment Advisor;Investment Counselor,Fisher Investments,k.bottcher@fi.com,,Salesforce
9622106,,Alex O,,,alex@finimize.com,,List import
11100075,Inactive Investor,Martin Dooley,,"Osaic Wealth, Inc. Elm Grove WI 12700 W Bluemound Rd",,,Salesforce
11096060,Inactive Investor,Richard Levenson,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;President,Western Financial Corporation,richard@westfincorp.com,,Salesforce
9572982,,Reggi Gerber,,,rgerber@psamllc.com,,List import
11058850,Inactive Investor,George Gove,Financial Associate,Thrivent Investment Management Inc. Waconia MN 129 W Main St,george.gove@thrivent.com,,Salesforce
10940937,Inactive Investor,Kris Rowe,,"FBL Marketing Services, LLC",kris.rowe@fbfs.com,,Salesforce
9551418,,Christopher Holway,,,chris.holway@voya.com,,List import
10924762,Inactive Investor,Thad Miers,,"Avantax Investment Services, Inc. Shreveport LA 2800 Youree Dr",,,Salesforce
11108646,Inactive Investor,Christopher Hatfield,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11096028,Inactive Investor,Rita Shutters,,PFS Investments Inc. Byrnedale PA 19658 Bennetts Valley Hwy,rita.shutters@primerica.com,,Salesforce
11107560,Inactive Investor,Carol Hemmerly,,PFS Investments Inc. Wixom MI 28221 Beck Rd,carol.hemmerly@primerica.com,,Salesforce
11033847,Inactive Investor,Samuel Munster,Assistant Vice President;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",samuel.munster@ml.com,,Salesforce
10901973,Inactive Investor,Daniel Trisker,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,daniel.trisker@primerica.com,,Salesforce
9553165,,Jordan Salcedo,,,jbsalcedo31@gmail.com,,List import
10868295,Inactive Investor,Jeremy Goldstein,,Aurora Securities,,,Salesforce
10772412,Inactive Investor,Geoffrey Novack,Financial Advisor;Investment Advisor Representative,"Financial Management Strategies, Inc.",gnovack@fmstrategies.biz,,Salesforce
11229812,Inactive Investor,Blake Williams,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",blake.x.williams@nm.com,,Salesforce
333889,,George Loening,Chairman,"Select Equity Group, L.p.",gloening@selectequity.com,212-475-8335,Manual List Upload
10967843,Inactive Investor,Elena Carolan,,"Wells Fargo Advisors Financial Network, LLC Walnut Creek CA 1981 N Broadway",,,Salesforce
10829522,Inactive Investor,James McAndrews,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",jkmcandrews@financialguide.com,,Salesforce
337381,,John Simmers,Partner,"Rmr Wealth Builders, Inc.",jsimmers@rmrwealth.com,201-836-2460,Manual List Upload
10808937,Inactive Investor,Robert Goughary,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",robert.goughary@ml.com,,Salesforce
11062624,Inactive Investor,Daniel McGee,,Cetera Advisor Networks LLC Saint Louis MO 112 W Jefferson Ave,mcgeed@ceteranetworks.com,,Salesforce
11136658,Inactive Investor,Sidney Cox,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",sidney.cox@nm.com,,Salesforce
9601063,,Maxime Carrat,,,mcarrat@rwbaird.com,,List import
11027760,Inactive Investor,Daniel Herring,,"Ameriprise Financial Services, LLC Plymouth Meeting PA 5 E Germantown Pike",daniel.herring@ampf.com,,Salesforce
10811993,Inactive Investor,Charles Boe,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Woodstock IL 1216 N Seminary Ave",ceboe@wfafinet.com,,Salesforce
11153283,Inactive Investor,Bita Asgari,Vice President;Wealth Advisor,"RBC Capital Markets, LLC Miami FL 801 Brickell Ave",,,Salesforce
11172550,Inactive Investor,Frank Conte,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
11233932,Inactive Investor,Maggie Dunagan,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11112070,Inactive Investor,Svetlana Derevyankina,Financial Advisor;Financial Planning Specialist,Morgan Stanley Wellesley Hills MA 112 Worcester St,lana.derevyankina@morganstanley.com,,Salesforce
10657992,,Charles Brown,,,charlesbrown@afpadvisor.com,,List Import
11115062,Inactive Investor,Vincenzo Scollo,,"Allstate Financial Services, LLC East Rochester NY 835 Fairport Rd",vincenzoscollo@allstate.com,,Salesforce
10866847,Inactive Investor,Harold Snow,,State Farm VP Management Corp. Hamilton OH 7924 Jessies Way,hal.snow.bxu8@statefarm.com,,Salesforce
11027994,Inactive Investor,Timothy Birt,Senior Regional Leader,PFS Investments Inc. Dayton OH 7026 Corporate Way,timothy.birt@primerica.com,,Salesforce
10852035,Inactive Investor,Brant Root,Financial Advisor;Managing Member,"Firethorn Capital, LLC Westport CT 544 Riverside Ave",bjroot@firethorncapital.com,,Salesforce
11030040,Inactive Investor,Zachary Wooldridge,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",zachary.wooldridge@nm.com,,Salesforce
11110572,Inactive Investor,Kristin Gassette,,Cetera Investment Services LLC Metairie LA 3525 N Causeway Blvd,,,Salesforce
11027914,Inactive Investor,Jonathan Mclean,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",jonathan.mclean@tiaa.org,,Salesforce
11200527,Inactive Investor,Kimberly Mustin,,"Sanford C. Bernstein & Co., LLC",kimberly.mustin@bernstein.com,,Salesforce
10763073,Inactive Investor,Delois Journigan,Client Service Associate;Registered Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,dee.journigan@morganstanley.com,,Salesforce
11147881,Inactive Investor,Charles Erwin,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boise ID 412 E Parkcenter Blvd",lancer.c.erwin@ampf.com,,Salesforce
10857582,Inactive Investor,Andrew Pike,,"Cambridge Investment Research, Inc. Pearl City HI 1160 Aikoo Pl",,,Salesforce
11006234,Inactive Investor,Jacob Shereck,,"Wells Fargo Clearing Services, LLC Osseo MN 6225 Sycamore Ln N",,,Salesforce
10887124,Inactive Investor,Eric Tiller,,Fidelity Brokerage Services LLC,,,Salesforce
9558326,,Moustapha Akkari,,,makkari@gwnsecurities.com,,List import
10862463,Inactive Investor,Pedro Jimenez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",pedro.l.jimenez@ml.com,,Salesforce
10839721,Inactive Investor,Robert Claytor,,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",reclaytor@ftbadvisors.com,,Salesforce
10906773,Inactive Investor,David Morris,,"Kingswood Capital Partners, LLC Danville KY 448 W Main St",,,Salesforce
11230962,Inactive Investor,Devon Eberling,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",,,Salesforce
9626877,,Isaac Carter,,,isaac_carter@hotmail.co.uk,,List import
9562708,,Danlan Zhu,,,dz2420@columbia.edu,,List import
10620384,,Vishal Kapoor,,,me@vkadvisorygroup.com,,Web Form Fillout
10884037,Inactive Investor,Noel Cajigas,Co-Founder;Senior Financial Advisor,"Diamond Wealth Management, LLC Englewood CO 7887 E Belleview Ave",noel@diamondwealthmgt.com,,Salesforce
11116307,Inactive Investor,Brett Riggs,,"Northwestern Mutual Investment Services, LLC Aberdeen SD 1011 1st Ave SE",brett.d.riggs@nm.com,,Salesforce
10849613,Inactive Investor,Scot Barringer,,"American Trust Investment Services, Inc. San Clemente CA 501 N El Camino Real",s.barringer@amtruinvest.com,,Salesforce
9554191,,Sean McPherson,,,sean.p.mcpherson@suntrust.com,,List import
9566058,,Bryan Beauchesne,,,bryan.beauchesne@surveyor-capital.com,,List import
10839296,Inactive Investor,David Kanongataa,Wealth Management Advisor,"CUSO Financial Services, L.P. Ventura CA 6026 Telephone Rd",dkanongataa@cusonet.com,,Salesforce
10980384,Inactive Investor,Slaiman Saab,,The Huntington Investment Company Lakewood OH 15111 Detroit Ave,slaiman.saab@huntington.com,,Salesforce
11062983,Inactive Investor,Dominic Reinerio,,"Osaic Wealth, Inc. Wrightstown WI 450 High St",,,Salesforce
10947812,Inactive Investor,Paula Kurecka,,MWA Financial Services Inc. Bridgeport TX 1105 Hovey St,paula.l.kurecka@mwarep.org,,Salesforce
11195380,Inactive Investor,Kay Bright,,"FBL Marketing Services, LLC Bozeman MT 602 S Ferguson Ave",,,Salesforce
10833715,Inactive Investor,Frank Ingwersen,,Thurston Springer Financial,fingwersen@thurstonspringer.com,,Salesforce
9599531,,Oleg Ku,,,ptcnsk54@gmail.com,,List import
9620434,,Tina Wen,,,yutingyw@gmail.com,,List import
4283390,,Thomas Crowe,,,ttkkcc@me.com,,Web Form Fillout
10826890,Inactive Investor,Mark Catullo,,"Raymond James Financial Services, Inc. Monroe CT 227 Monroe Tpke",mark.catullo@raymondjames.com,,Salesforce
11182322,Inactive Investor,Stanley Griffis,Chief Compliance Officer;Member,"Griffis Asset Management Company, LLC",,,Salesforce
10814704,Inactive Investor,Bryson Long,Financial Advisor,Edward Jones Sidney OH 675 N Vandemark Rd,bryson.long@edwardjones.com,,Salesforce
10936655,Inactive Investor,Ryan Kelly,Relationship Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,,,Salesforce
10696066,,Kelly Buckley,,Spectrum Financial Alliance,kbuckley@spectrumalliance.com,,List import
10758174,Inactive Investor,Kenneth Wapnitsky,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Fairfield CT 2150 Post Rd,kwapnitsky@janney.com,,Salesforce
10994909,Inactive Investor,Troy Kelly,,PFS Investments Inc. Grand Prairie TX 1901 N State Hwy 360,troy.kelly@primerica.com,,Salesforce
10982627,Inactive Investor,Lena Budraitis,,"Northwestern Mutual Investment Services, LLC Farmingdale NJ 1670 State Rte 34",lena.budraitis@nm.com,,Salesforce
10996434,Inactive Investor,Martha Spagner,,PFS Investments Inc. Sacramento CA 3111 Fite Cir,mspagner@primerica.com,,Salesforce
9595239,,Jennifer Newell,,,jennifer@alanbiller.com,,List Import
11079371,Inactive Investor,James McQueen,,"Fortune Financial Services, Inc. Lapeer MI 897 Baldwin Rd",,,Salesforce
10769943,Inactive Investor,Pamela Hecker,Client Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,pamela.d.hecker@jpmorgan.com,,Salesforce
11190571,Inactive Investor,Howard Lisch,Secretary,Lisch Investment Management LLC,hlisch@lisch.com,,Salesforce
10488600,,Jill Zacha,Chief Compliance Officer,Level Four Advisory Services,jzacha@levelfouradvisors.com,,List import
341054,,Paul Grabkowski,Senior Vice President,Tsa Management Inc,pgrabkowski@hallidayfinancial.com,516-676-3332,Manual List Upload
11162201,Inactive Investor,Alicia Marquez,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Petaluma CA 181 N McDowell Blvd",marquez.alicia@ml.com,,Salesforce
10800276,Inactive Investor,Carol Hartis,Financial Advisor,Edward Jones Inman SC 13509 Asheville Hwy,carol.hartis@edwardjones.com,,Salesforce
351734,,Gary Haft,Financial Planner,Materetsky Financial Group,gary@garyhaft.com,561-735-9227,Manual List Upload
9633254,,Ted Wells,,,ted@tedwells.us,,List import
10925116,Inactive Investor,Shane Tidd,,Fidelity Brokerage Services LLC,,,Salesforce
10853823,Inactive Investor,Joseph Reed,Financial Advisor,LPL Financial LLC Chester NJ 6 Mill Ridge Ln,joe.t.reed@lpl.com,,Salesforce
10879880,Inactive Investor,Blake Williams,Financial Advisor;Partner,"SignatureFD, LLC",,,Salesforce
10829075,Inactive Investor,Joanne Farrell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",joanne_farrell@ml.com,,Salesforce
10900503,Inactive Investor,Wei Ning,,Goldman Sachs & Co.,wei.ning@gs.com,,Salesforce
9600095,,Sarah Simmer,,,ssimmer@heritagewealth.net,,List import
9616392,,Byron Almeida,,,balmeida71@outlook.com,,List import
10807621,Inactive Investor,Derek Melvin,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
10986290,Inactive Investor,Devin Mccormick,,J.P. Morgan Securities LLC Canton MI 45345 Ford Rd,devin.mccormick@jpmorgan.com,,Salesforce
11143226,Inactive Investor,Hannah Nguyen,,J.P. Morgan Securities LLC Houston TX 12714 State Hwy 249,hannah.nguyen@jpmorgan.com,,Salesforce
344706,,Caroline Hillyard,Records Manager,Ciccarelli Advisory Services Inc,creeves@cas-rocny.com,239-262-6577,Manual List Upload
10963911,Inactive Investor,Marisa Gutierrez,Financial Advisor,Edward Jones Orland Park IL 10750 W 143rd St,marisa.gutierrez@edwardjones.com,,Salesforce
11107633,Inactive Investor,Monica Gamblin,Chief Compliance Officer;Owner,Integra Wealth Advisors Saint Louis MO 400 N 4th St,mgamblin@integrawealthadv.com,,Salesforce
11181582,Inactive Investor,Chase Grosse,,"Osaic Wealth, Inc. Jericho NY 380 N Broadway",,,Salesforce
10825328,Inactive Investor,James Longe,Financial Advisor,LPL Financial LLC New Berlin WI 2775 S Moorland Rd,james.longe@lpl.com,,Salesforce
10802963,Inactive Investor,Jeffery Burrus,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Austin TX 805 Las Cimas Pkwy",burrusj@stifel.com,,Salesforce
10775881,Inactive Investor,Melanie Dowell,Director - Corporate Client Group;Executive Director - Wealth Management;Family Wealth Director;Financial Advisor;Senior Vice Pr,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,melanie.dowell@morganstanley.com,,Salesforce
225684,, -,,[[Unknown]],aashu4uiit@yahoo.com,,Initial Salesforce Import
11260374,Inactive Investor,Anne Fang,,Evercore Group L.L.C.,,,Salesforce
10864125,Inactive Investor,William Neat,Financial Advisor,Edward Jones Cincinnati OH 9157 Montgomery Rd,denny.neat@edwardjones.com,,Salesforce
11008765,Inactive Investor,Brant Dietz,,State Farm VP Management Corp. Las Cruces NM 3291 Del Rey Blvd,,,Salesforce
10951616,Inactive Investor,Dahlia Elsaadi,,J.P. Morgan Securities LLC,dahlia.elsaadi@jpmorgan.com,,Salesforce
10829506,Inactive Investor,Dennis Bardoni,,"Osaic Wealth, Inc. Rocky Hill CT 100 Corporate Pl",,,Salesforce
11069766,Inactive Investor,Amy Biddy,,"Jacques Financial, LLC Rockville MD 1700 E Gude Dr",,,Salesforce
10917361,Inactive Investor,Hilary Campbell,,"Osaic Wealth, Inc. Claremont CA 1490 N Claremont Blvd",,,Salesforce
87792,,Amber Wallis,Chief Compliance Officer,"Heritage Financial Solutions, Llc",amber.wallis@lpl.com,620-471-2020,
9583604,,James Moore,"Chief Executive Officer, Limited Partner, Managing Partner","Vine Investment Advisors, LP",james.p.moore@vai-llc.com,,List import
11148038,Inactive Investor,Ana More,,NYLIFE Securities LLC Fort Lauderdale FL 4524 N Federal Hwy,amore@ft.newyorklife.com,,Salesforce
11175665,Inactive Investor,Josiah Whelchel,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,josiah.whelchel@jpmorgan.com,,Salesforce
10988898,Inactive Investor,Brian Allen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11038275,Inactive Investor,Melissa Bernard,,Commonwealth Financial Network Bangor ME 34 Summer St,mbernard@cfnmail.com,,Salesforce
11030026,Inactive Investor,Debra Rosenthal-Ritter,,Retirement Management Systems Alvin TX Private Residence,,,Salesforce
3119815,,San. Joy. roy San. Joy. roy,,,san.joy.roy.@emil.com,,
9594588,,Taurai Chinhambo,Accounting Manager,"Transwestern Investment Management, Llc",taurai.chinhambo@transwesterninvest.com,,List import
11025895,Inactive Investor,Louis Mazzone,,Cetera Advisors LLC Staten Island NY 1142B S Railroad Ave,lmazzone@ceteraadvisors.com,,Salesforce
11077997,Inactive Investor,Hunter Frey,,"American Global Wealth Management, Inc.",hunter@americanglobalwealth.com,,Salesforce
9623501,,DB TELLER,,,dbteller@gmail.com,,List import
10620122,,Laura Koski,,,lkoski@oldsecond.com,,List Import
10437360,,[Unknown],,,ritsemamartin@gmail.com,,Web Form Fillout
238197,,nicksonchristopher11@gmail.com -,,nicksonchristopher11@gmail.com [[Unknown]],nicksonchristopher11@gmail.com,,
11208955,Inactive Investor,Joyce Garland,Secretary,Garland Capital Management Inc,,,Salesforce
372280,,MOCH RIZAL,,Indonesia,mochrizal2332@gmail.com,,Salesforce
9570620,,David Chi,,,david@abdielcap.com,,List import
9630169,,Andrew Hambleton,,,ahambs@gmail.com,,List import
11101829,Inactive Investor,Brian McDonald,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brian.mcdonald@jpmorgan.com,,Salesforce
10754203,Inactive Investor,Antonia Teneyuque,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",antonia.teneyuque@ml.com,,Salesforce
11189973,Inactive Investor,Megan Spain,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",megan.spain@empower.com,,Salesforce
10887656,Inactive Investor,Chad Stafko,Senior Financial Advisor,"Associated Investment Services, Inc. Fairview Heights IL 6550 N Illinois St",chad.stafko@associatedbank.com,,Salesforce
351337,,Carla Butchko,Receptionist,"Lesko Securities, Inc.",cbutchko@leskofinancial.com,607-724-2421,Manual List Upload
10793780,Inactive Investor,Kevin Sullivan,Financial Advisor,LPL Financial LLC Stoneham MA 359 Main St,kevin.r.sullivan@lpl.com,,Salesforce
334306,,Andrew Crim,,Mercer Global Advisors Inc.,acrim@merceradvisors.com,,
11088273,Inactive Investor,Kathleen Osterberg,Relationship Banker,"Wells Fargo Clearing Services, LLC Bellevue NE 3536 Comstock Ave",,,Salesforce
9634634,,Stephanie Krebs,,,stephanie.krebs@antares.com,,List import
10985549,Inactive Investor,Helena Rosenthal,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",helena.rosenthal@nm.com,,Salesforce
9563410,,Paul Reardon,,,paulreardon@iagadvisors.com,,List import
346298,,Sharon Morse,Senior Actuarial Associate,"Hooker & Holcombe Investment Advisors, Inc.",smorse@hhconsultants.com,860-521-8400,Manual List Upload
10785672,Inactive Investor,Colin Beamish,Assistant Vice President;Private Client Analyst,"City National Securities, Inc. Solana Beach CA 937 Lomas Santa Fe Dr",colin.beamish@cnb.com,,Salesforce
10931551,Inactive Investor,Matthew Mapley,Financial Advisor,"Citizens Securities, Inc. Canton OH 3528 Tuscarawas St W",matt.mapley@citizenssecurities.com,,Salesforce
10486679,,Sandra Baker,Assistant Vice President,"Wells Fargo Clearing Services, LLC",sandra.baker@wfadvisors.com,,List Import
10933405,Inactive Investor,Vincent Difranco,,J.P. Morgan Securities LLC Clermont FL 220 Citrus Tower Blvd,vincent.d.difranco@chase.com,,Salesforce
11176487,Inactive Investor,Kathleen Black,Investment Specialist,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,,,Salesforce
10950516,Inactive Investor,David Homan,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,dave.homan.r76n@statefarm.com,,Salesforce
11032577,Inactive Investor,Jenna Lahann,Client Service Specialist;Director - Operations,"Ameriprise Financial Services, LLC Hutchinson KS 517 E 30th Ave",,,Salesforce
11219395,,Mark Montuschi,,,mark.montuschi@opco.com,,Other
10605956,,Robert Tornincaso,,,robert.tornincaso@lpl.com,,Web Form Fillout
10881507,Inactive Investor,Gerald Parent,,"SCF Securities, Inc.",gparent@scfsecurities.com,,Salesforce
10856341,Inactive Investor,Andrew Maimona,,Commonwealth Financial Network Hudson OH 10 W Streetsboro St,amaimona@commonwealth.com,,Salesforce
11043417,Inactive Investor,Adam Zielinski,,Commonwealth Financial Network Marlton NJ 701 Rte 73 N,azielinski@commonwealth.com,,Salesforce
10779720,Inactive Investor,Heather Davis,,Vanguard Marketing Corporation,heather_davis@vanguard.com,,Salesforce
11049406,Inactive Investor,Peter Frailey,Senior Financial Advisor,"Wingate Wealth Advisors, Inc.",peter.frailey@wingatewealthadvisors.com,,Salesforce
10856320,Inactive Investor,Marc Geels,Chief Executive Officer;Wealth Advisor,"Osaic Wealth, Inc. Sioux City IA 5764 Sunnybrook Dr",,,Salesforce
10938693,Inactive Investor,William Barnes,,"VESTECH Securities, Inc. Little Rock AR Private Residence",wbarnes@e-vestech.com,,Salesforce
11061465,Inactive Investor,Ernesto Mendoza,,"Blackridge Asset Management, LLC El Paso TX 6006 N Mesa St",,,Salesforce
10929810,Inactive Investor,Adrienne Rothstein-Grace,,"Next Financial Group, Inc. Buffalo NY 5888 Main St",adrienne.rothstein-grace@nextfinancial.com,,Salesforce
10879063,Inactive Investor,Benjamin Ferguson,Financial Advisor,Robert W. Baird & Co. Incorporated Union City TN 201 W Washington Ave,bferguson@rwbaird.com,,Salesforce
11141833,Inactive Investor,Millard Herold,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",millard.herold@wellsfargo.com,,Salesforce
9562140,,Jim -,,,askmaendelwealth@gmail.com,,List import
10897826,Inactive Investor,Justin Lehkamp,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10910178,Inactive Investor,Juzel Duenas,Investment Advisor Representative,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
11204300,Inactive Investor,Donald Samuels,President,"Samuels Financial Services, Inc.",,,Salesforce
9549791,,Marc Naparstek,,,marcnaparstek@gmail.com,,List import
10835838,Inactive Investor,Martha Cannady,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",martha_cannady@ml.com,,Salesforce
11080280,Inactive Investor,Jennifer O Brien,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",jennifer.l.rappold@nm.com,,Salesforce
372583,,Florian Kac,,France,florian.aurelien@gmail.com,,Salesforce
11071590,Inactive Investor,Gregory Alft,,"Independent Advisor Alliance, LLC Sussex WI W248N5233 Executive Dr",gregory@independentadvisoralliance.com,,Salesforce
343123,,Ryan Baker,Partner,"Kps Capital Partners, Lp",rbaker@kpsfund.com,212-338-5100,Manual List Upload
10848961,Inactive Investor,John Walsh,,"Cresap, Inc. Clarks Summit PA 117 E Grove St",,,Salesforce
10906670,Inactive Investor,Quan Nguyen,Market Director,Thrivent Investment Management Inc. Dedham MA 3 Allied Dr,kevin.nguyen@thrivent.com,,Salesforce
10803189,Inactive Investor,Gary Edwards,Financial Advisor,Morgan Stanley Boise ID 101 S Capitol Blvd,gary.edwards@morganstanley.com,,Salesforce
10887491,Inactive Investor,Thomas Kosinski,Chief Compliance Officer;Portfolio Manager,"Stembrook Asset Management, LLC",,,Salesforce
11133079,Inactive Investor,Ruth Soto-Ortiz,,Kovack Securities Inc. San Juan 161 Ave Ponce De Leon,,,Salesforce
10775342,Inactive Investor,John Barry,,"Truist Investment Services, Inc. Charleston WV 300 Summers St",,,Salesforce
9644470,,Louis Henderson,,,louishenderson@gmail.com,,List import
11101130,Inactive Investor,Clarence Barney,Financial Advisor,LPL Financial LLC Lincoln IL 1801 N Kickapoo St,clarence.barney@lpl.com,,Salesforce
9618522,,Ting Zeng,,,ting.zeng@ubs.com,,List import
9583564,,Bryan Powell,,,bpowell@massmutual.com,,List import
10853699,Inactive Investor,Richard Mootz,Financial Planner,"Osaic Wealth, Inc. Chico CA 680 Rio Lindo Ave",,,Salesforce
11054224,Inactive Investor,Frank Romano,Senior Wealth Advisor,Citigroup Global Markets Inc. Armonk NY 435 Main St,frank.romano@citigroup.com,,Salesforce
11169057,Inactive Investor,Daniel Reinders,,"Raymond James Financial Services, Inc. Sioux Falls SD 4828 E 57th St",daniel.reinders@raymondjames.com,,Salesforce
11003127,Inactive Investor,Alexander D'Andrea,,"Beech Hill Securities, Inc.",,,Salesforce
10900092,Inactive Investor,Tucker Donahoe,Managing Partner;Regulatory Contact,"Montis Financial, LLC",tdonahoe@montisfinancial.com,,Salesforce
9556702,,Steven Pawlan,,,spawlan@latitudefinancial.net,,List import
9545043,,Kyle Wells,,,ke_wells@mac.com,,List import
181502,,Anton Gaydienko,,[Unknown],etotoxa@gmail.com,,
11055710,Inactive Investor,Henry Petry,,"Next Financial Group, Inc. Madison CT Private Residence",,,Salesforce
11004665,Inactive Investor,Jacob Bozovich,Team Leader,Edward Jones,,,Salesforce
11184103,Inactive Investor,Cameron Dankel,Client Assistant,Robert W. Baird & Co. Incorporated Boulder CO 1301 Canyon Blvd,cdankel@rwbaird.com,,Salesforce
9604315,,Donald Edgerton,,,donedgerton@me.com,,List import
10486995,,Hiren Patel,"Executive Director - Investments, Financial Advisor",Oppenheimer & Co. Inc.,hiren.patel@opco.com,,List Import
10837430,Inactive Investor,Daniel Short,Chief Compliance Officer;Managing Member;President,"Directional Asset Management, LLC",,,Salesforce
71084,,Curtis Bissell,Financial Associate,Thrivent Investment Management Inc.,curtis.bissell@thrivent.com,,
11184542,Inactive Investor,Michael Kuster,,"Allstate Financial Services, LLC Buffalo Grove IL 480 W Half Day Rd",michaelkuster@allstate.com,,Salesforce
9642903,,Rajesh S H,,,rocksssrakkrajesh@gmail.com,,List import
10825141,Inactive Investor,Cindy Pepple,Senior Client Relationship Associate,William Blair Baltimore MD 100 International Dr,cpepple@williamblair.com,,Salesforce
10962005,Inactive Investor,Edward Davies,,"Kestra Investment Services, LLC Excelsior MN 434 Lake St",,,Salesforce
11100367,Inactive Investor,John Silk,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",john.silk@ml.com,,Salesforce
11195453,Inactive Investor,Scott Marquardt,,"BlueStem Wealth Partners, LLC Litchfield MN 703 E Ripley St",scott.marquardt@bluestemwealthpartners.com,,Salesforce
9559290,,Tunga Bvute,,,tungabvute@gmail.com,,List import
10935346,Inactive Investor,Lisa Schnoke,Practice Manager,"Ameriprise Financial Services, LLC Melbourne FL 3999 N Harbor City Blvd",lisa.p.schnoke@ampf.com,,Salesforce
9575638,,Adriano Sellecchia,,,asellecca90@gmail.com,,List import
11092998,Inactive Investor,William Quinn,,Cetera Advisor Networks LLC Delray Beach FL 32 SE 2nd Ave,,,Salesforce
11175980,Inactive Investor,Xinting Huang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Ramon CA 3100 Crow Canyon Pl",xinting.huang@ml.com,,Salesforce
11090125,Inactive Investor,Lucuk Ivan,Chief Compliance Officer;Director,Greenline Partners,ivan@glinepartners.com,,Salesforce
11032742,Inactive Investor,Shannon Grant,Investment Advisor,"Roehl & Yi Investment Advisors, LLC",sgrant@roehl-yi.com,,Salesforce
116964,,Michael Herman,"Chief Compliance Officer, Vice President",Goldman Sachs Personal Financial Management,mike.herman@unitedcp.com,949-999-8500,
11136596,Inactive Investor,Geoffrey Hoff,Financial Advisor,Park Avenue Securities LLC Beachwood OH 24500 Chagrin Blvd,geoffrey_hoff@glic.com,,Salesforce
11194529,Inactive Investor,Elena Richardson,Registered Associate,Morgan Stanley La Jolla CA 1111 Prospect St,elena.richardson@morganstanley.com,,Salesforce
11229825,Inactive Investor,Brandon Donohue,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",brandon.donohue@nm.com,,Salesforce
10991478,Inactive Investor,Joshua Gross,,J.P. Morgan Securities LLC Los Angeles CA 300 S Grand Ave,joshua.gross@jpmorgan.com,,Salesforce
10942474,Inactive Investor,Michael Pineda,,LifeMark Securities Corp. Denver CO Private Residence,mpineda@lifemark.com,,Salesforce
11154852,Inactive Investor,Thomas Rice,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,tom.rice@ubs.com,,Salesforce
10946061,Inactive Investor,Joshua Clark,,Edward Jones Meridian ID 2011 N Locust Grove Rd,,,Salesforce
10489079,,Eugene Weinstein,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",eugene.weinstein@ampf.com,214-445-0630,List Import
10854244,Inactive Investor,Mayuko Kuzuhara,,Citigroup Global Markets Inc.,mayuko.kuzuhara@citi.com,,Salesforce
10855177,Inactive Investor,Robert Paul,Financial Advisor,LPL Financial LLC Pelham NH 70 Bridge St,robert.paul@lpl.com,,Salesforce
237845,, -,,[[Unknown]],carollawlaweiling6@gmzil.com,,Other
11167876,Inactive Investor,Rebecca Phelan,Financial Advisor,Edward Jones Scottsdale AZ 10465 E Pinnacle Peak Pkwy,rebecca.hensley@edwardjones.com,,Salesforce
10953653,Inactive Investor,Benny Lopez,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",benny.lopez@tiaa.org,,Salesforce
9638703,,Joshua Loria,,,jloria@lionstonecapital.com,,List import
10790895,Inactive Investor,Amy Nash,Branch Manager;Executive Director,Morgan Stanley Nashville TN 3102 West End Ave,amy.nash@morganstanley.com,,Salesforce
11002534,Inactive Investor,Michaela Matthews,,LPL Financial LLC Warren OH 3181 Larchmont Ave NE,michaela.matthews@lpl.com,,Salesforce
11009187,Inactive Investor,Robert Thorson,,"Northwest Investment Advisors, Inc.",,,Salesforce
10907700,Inactive Investor,Christopher Tripe,Investment Consultant,"United Capital Management of Kansas, Inc. Alma NE 1108 7th St",,,Salesforce
10656552,,Paul Kaczmarczyk,,,pkaczmarczyk@weg1.com,,List Import
11066775,Inactive Investor,Richard Gast,Chief Financial Officer;Partner,"Moneta Group Investment Advisors, LLC",ggast@monetagroup.com,,Salesforce
10931986,Inactive Investor,Jason Parker,,State Farm VP Management Corp. Muscle Shoals AL 2506 Avalon Ave,,,Salesforce
11063973,Inactive Investor,Leah Kulp,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11042700,Inactive Investor,Sarah White,Chief Compliance Officer,Estabrook Capital Management LLC,swhite@estabrookcap.com,,Salesforce
11051293,Inactive Investor,Thomas Hutcheson,Financial Advisor;Vice President,Morgan Stanley Annapolis MD 410 Severn Ave,thomas.hutcheson@morganstanley.com,,Salesforce
10999960,Inactive Investor,Allan Randall,,Founders Financial Securities LLC Lutherville Timonium MD 10 Gerard Ave,,,Salesforce
11092294,Inactive Investor,Nathan Petrinec,Financial Advisor,Edward Jones Ocean City NJ 1261 Asbury Ave,nathan.petrinec@edwardjones.com,,Salesforce
11010799,Inactive Investor,Jeffrey McGrew,Chief Investment Officer;Partner,"Foster Dykema Cabot & Partners, LLC Boston MA 101 Arch St",jmcgrew@fdcpartners.com,,Salesforce
10832558,Inactive Investor,Martin Vanamen,,"Centaurus Financial, Inc. Draper UT 136 W 12300 S",mvanamen@cfiemail.com,,Salesforce
10786731,Inactive Investor,Frank Campanale,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",frank.campanale@wellsfargoadvisors.com,,Salesforce
238553,,nyereresunset@gmail.com McGrue,,[Unknown],nyereresunset@gmail.com,,source
11128837,Inactive Investor,Peter Franco,Investment Advisor Representative,GWN Securities Inc. Freehold NJ 90 W Main St,pfranco@gwnsecurities.com,,Salesforce
10821567,Inactive Investor,William Gordon,,Kovack Securities Inc. Clearwater FL 2424 Enterprise Rd,william@kovacksecurities.com,,Salesforce
11007824,Inactive Investor,Tanner Lamser,,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,tlamser@primerica.com,,Salesforce
172797,,Gabor Gurbacs,,[Unknown],ggurbacs@vaneck.com,,Organic Search
10933779,Inactive Investor,Richard Rose,,LPL Financial LLC Finleyville PA 6116 Brownsville Road Ext,,,Salesforce
348382,,Tom Gaffney,Director,Imara Asset Management Limited,tom.gaffney@imara.com, -31493,Manual List Upload
9631734,,Jeremy Chang,,,jeremychanglk@gmail.com,,List import
10843464,Inactive Investor,Karen Stewart,Financial Advisor,LPL Financial LLC Montgomery NY 201 Ward St,karen.stewart@lpl.com,,Salesforce
11234860,Inactive Investor,Mark Maund,Managing Director - Wealth Management,"Choreo, LLC Augusta GA 1029 Greene St",mark.maund@choreoadvisors.com,,Salesforce
9634322,,Romeo D'Angela,,,romeo@novadancapital.com,,List import
10824237,Inactive Investor,Mark Perry,Financial Advisor,Edward Jones Lawrenceburg TN 309 W Gaines St,mark.perry@edwardjones.com,,Salesforce
9631206,,Glen Gatlin,,,hausaprince@gmail.com,,List import
11086164,Inactive Investor,Richard Isenberg,,"Allstate Financial Services, LLC Bradenton FL 8441 Lorraine Rd",richardplummer@allstate.com,,Salesforce
10813391,Inactive Investor,Gary Unruh,,State Farm VP Management Corp. Oklahoma City OK 4639 N Macarthur Blvd,,,Salesforce
11055451,Inactive Investor,Justin Schappe,Financial Advisor;Managing Director;Market Leader,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",justin.schappe@wellsfargoadvisors.com,,Salesforce
11174494,Inactive Investor,Colon Knight,Financial Advisor,Edward Jones Summerfield NC 4446 US Hwy 220 N,colon.knight@edwardjones.com,,Salesforce
10693049,,Luiz Carlos do Rosario Rodrigues Rodrigues,,,lcarlosrr@gmail.com,,Web Form Fillout
10990324,Inactive Investor,Jason Schwartz,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
11036638,Inactive Investor,Aileen Vargas,,J.P. Morgan Securities LLC Long Beach CA 3901 Atlantic Ave,aileen.vargas@jpmorgan.com,,Salesforce
9599747,,Karen O'brien,,,kobrien@truenorthwa.com,,List import
340750,,Lee Boss,Managing Director,"Mercadien Asset Management, Llc",lboss@mercadien.com,609-689-9700,Manual List Upload
10966577,Inactive Investor,Justin Eccleston,Partner;Wealth Manager,Merit Financial Advisors Princeton NJ 33 Witherspoon St,,,Salesforce
11129263,Inactive Investor,Jeremy Heisserer,,"Farmers Financial Solutions, LLC Saint Louis MO 4185 Crescent Dr",jheisserer@farmersagent.com,,Salesforce
10845226,Inactive Investor,Randall Iske,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11235208,Inactive Investor,Curtis Minks,Wealth Management Advisor,"Woodstock Wealth Management, Inc. Lawrenceville GA Private Residence",,,Salesforce
10965188,Inactive Investor,Keith Burrus,,Edward Jones,,,Salesforce
10754933,Inactive Investor,John Zalewski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 180 Fort Couch Rd",john.zalewski2@ml.com,,Salesforce
10786443,Inactive Investor,Joseph Jackson,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,joseph.jackson@fidelity.com,,Salesforce
11101355,Inactive Investor,Jarrett Morris,Chief Compliance Officer;Chief Operating Officer;Partner,RiversEdge Advisors,jmorris@riversedgeadvisors.com,,Salesforce
9582327,,Matthew Hoesly,,,matt@r1advisor.com,,List import
9619032,,Ahmed Serour,,,ahmedserour.investments@gmail.com,,List import
11004013,Inactive Investor,Zachary Pearsall,Consultant,"Choreo, LLC Chicago IL 330 N Wabash Ave",,,Salesforce
9610719,,ANTHONY IPPOLITO,,,docksidedoc@aol.com,,List import
1001421,Inactive Investor,Vincent Gleyze,,Rivoli Fund Management,vgleyze@rivolifund.com,,3rd Party Lead Gen
11230908,Inactive Investor,Shandra Thomas,,LPL Financial LLC Janesville WI 4323 Milton Ave,,,Salesforce
10853104,Inactive Investor,Timothy Graham,Financial Advisor,Edward Jones Saint Louis MO 9957 Manchester Rd,tim.graham@edwardjones.com,,Salesforce
10486493,,Gregory Hancock,Financial Services Professional,"MML Investors Services, LLC",ghancock@financialguide.com,,List import
11098180,Inactive Investor,Glenn Mayo,,GWN Securities Inc. Corpus Christi TX 5402 Holly Rd,gmayo@gwnsecurities.com,,Salesforce
10948827,Inactive Investor,Nina Kimber,,"Kestra Investment Services, LLC",nina.kimber@kestrafinancial.com,,Salesforce
10839883,Inactive Investor,Barbara Phipps,Director - Planning,"Osaic FA, Inc. Lake Worth FL Private Residence",barbara.patton@lfg.com,,Salesforce
11158141,Inactive Investor,Jeremy Post,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cary NC 223 Weston Pkwy",jeremy.post@schwab.com,,Salesforce
11158301,Inactive Investor,Peter Schueth,Financial Advisor,Morgan Stanley Indianapolis IN 111 Monument Cir,peter.schueth@morganstanley.com,,Salesforce
9567373,,Richard Basham,,,rbasham@financialguide.com,,List import
9577197,,Mayeul Garcia,,,mayeul.garcia@gmail.com,,List import
7448319,,Marek Porwol,,,marek.ebiznes@gmail.com,,Web form fillout
11004983,Inactive Investor,Drew Mikel,Financial Consultant,LPL Financial LLC Mishawaka IN 6909 Grape Rd,drew.mikel@lpl.com,,Salesforce
10997990,Inactive Investor,Rachael Chartier,,LPL Financial LLC Macomb MI 17957 Hall Rd,rachael.chartier@lpl.com,,Salesforce
167190,,Stan Nicolaou,,[Unknown],stan.nicolaou@gmail.com,,Paid Social
10893073,Inactive Investor,Shane Oliver,,"Allstate Financial Services, LLC Brownwood TX 1203 Coggin Ave",shaneoliver@allstate.com,,Salesforce
10923476,Inactive Investor,Troy Defilippis,,Cetera Financial Specialists LLC Wheaton IL 1751 S Naperville Rd,troy.defilippis@ceterafs.com,,Salesforce
11235590,Inactive Investor,Brandon Trank,Associate Wealth Advisor,TradeWinds Wealth Management,brandon@tradewindswm.com,,Salesforce
9575342,,Elliot Ries,,,elliot@capitaladvisorswm.com,,List import
11122044,Inactive Investor,Gregory DelMonte,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",gregory.delmonte@stifel.com,,Salesforce
11077053,Inactive Investor,Joni Marcinek,,J.P. Morgan Securities LLC,joni.marcinek@jpmorgan.com,,Salesforce
371179,,Franz Odermatt,,[Unknown],beriker56@gmail.com,,source
11006115,Inactive Investor,Sagar Mehta,,Standard Chartered Securities North America LLC,,,Salesforce
10879990,Inactive Investor,Benjamin Smith,Wealth Manager,"Wealthcare Solutions, LLC",bsmith@wealthcaresolutions.com,,Salesforce
10838143,Inactive Investor,Brian Watson,Member;Partner,"Koss-Olinger Consulting, LLC.",brianw@kossolinger.com,,Salesforce
10785683,Inactive Investor,Christopher Soto,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_soto@vanguard.com,,Salesforce
10992636,Inactive Investor,Mark Monahan,,The O.N. Equity Sales Company Ayer MA 15 Main St,,,Salesforce
10899909,Inactive Investor,Timothy Geiger,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,timothy.geiger@jpmorgan.com,,Salesforce
11087676,Inactive Investor,Michael Ross,,LPL Financial LLC Alpharetta GA 1075 Powers Pl,michael.ross@lpl.com,,Salesforce
9616193,,huebscher robert,,,rhuebscher@mba1982.hbs.edu,,List import
11039163,Inactive Investor,Diane Tran,,"Farmers Financial Solutions, LLC Houston TX 8200 Wilcrest Dr",dtran@farmersagent.com,,Salesforce
10837424,Inactive Investor,Gary Weller,,"Parkland Securities, LLC Fayetteville NC Private Residence",gweller@parklandrep.com,,Salesforce
10939119,Inactive Investor,Rex Ingram,,PFS Investments Inc. South Holland IL 900 E 162nd St,ringram@primerica.com,,Salesforce
11027699,Inactive Investor,James Reiner,,"Transamerica Financial Advisors, Inc Saint Louis MO 12977 N 40 Dr",james.reiner@tfaconnect.com,,Salesforce
9604197,,SEAN FORD,,,sean@algorand.com,,List import
10903217,Inactive Investor,Robert Cathcart,Insurance Agent;Investment Advisor,"Osaic Institutions, Inc. Hudson NH 71 Lowell Rd",rcathcart@infinexgroup.com,,Salesforce
11119350,Inactive Investor,Juliann Merritt,,Fidelity Brokerage Services LLC,,,Salesforce
10510327,,Jonathan Hoyler,,BANKNY,jonathan.hoyler@bnymellon.com,,List Import
11049050,Inactive Investor,Kathleen Greene,,Kovack Securities Inc. Boca Raton FL 2255 Glades Rd,kgreene@ksifa.com,,Salesforce
11170046,Inactive Investor,Antavius Greathouse,Wealth Advisor,LPL Financial LLC Albuquerque NM 9400 Holly Ave NE,antavius.greathouse@lpl.com,,Salesforce
10984093,Inactive Investor,Michael Schwartz,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",michael.schwartz@53.com,,Salesforce
10876929,Inactive Investor,Kimberly Krueger,Financial Advisor,Edward Jones Ottawa IL 100 W Main St,kimberly.krueger@edwardjones.com,,Salesforce
10970239,Inactive Investor,Patrick Burke,,BNY Mellon Securities Corporation Seattle WA 1201 3rd Ave,patrick.burke@bnymellon.com,,Salesforce
11055775,Inactive Investor,John Andrews,Financial Representative,MWA Financial Services Inc. Morrilton AR 400 N Saint Joseph St,john.andrews@modern-woodmen.org,,Salesforce
11089272,Inactive Investor,Denise Roosendaal,,PFS Investments Inc. Tacoma WA 7025 27th St W,droosendaal@primerica.com,,Salesforce
11108428,Inactive Investor,Karen Lee,Chief Growth Officer,"Choreo, LLC Minneapolis MN 801 Nicollet Mall",karen.lee@choreoadvisors.com,,Salesforce
9572607,,Joseph Maxwell,,,joseph.maxwell@fidelity.com,,List import
10909968,Inactive Investor,Michael Fleming,Financial Planner,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",michael.fleming@financialguide.com,,Salesforce
11049654,Inactive Investor,Harrison Reedy,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 2525 N Dixie Hwy",harrison.reedy@wellsfargo.com,,Salesforce
10795181,Inactive Investor,Anne Norwood,Assistant Vice President,Morgan Stanley Mesquite NV Private Residence,anne.norwood@morganstanley.com,,Salesforce
10778423,Inactive Investor,Robert Oberlander,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",robert.oberlander@schwab.com,,Salesforce
10812570,Inactive Investor,Charles Ratliff,Financial Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,charles.ratliff@morganstanley.com,,Salesforce
89865,,olgun önol,,Turkey,olgunonol@hotmail.com,,
10963151,Inactive Investor,Christopher Gebhards,Chief Compliance Officer;Owner,"Summit Vision Financial, LLC",,,Salesforce
10611855,,James Patrick,"Financial Advisor, Financial Planning Specialist, First Vice President",,james.patrick@morganstanley.com,,List Import
10939311,Inactive Investor,Anthony Alvarez,,"Bankers Life Securities, Inc. West Palm Beach FL 1601 Forum Pl",anthony.alvarez@bankerslife.com,,Salesforce
72990,,Adrian Kutko,Managing Director,"Lynx Investment Advisory, Llc",akutko@lynxinvestment.com,202-833-3700,Manual List Upload
11124418,Inactive Investor,Richard Desautels,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5911 Renaissance Pl",richard.g.desautels@ampf.com,,Salesforce
11210949,Inactive Investor,Brandon Walters,,"Allstate Financial Services, LLC Dallas TX 12700 Hillcrest Rd",brandonwalters@allstate.com,,Salesforce
11003751,Inactive Investor,Juergen Schatzer,Financial Advisor;Financial Representative,"Principal Securities, Inc. Shoreline WA Private Residence",schatzer.juergen@principal.com,,Salesforce
10907047,Inactive Investor,Jonathan Green,,Cetera Advisor Networks LLC Hudson MA 1 Cabot Rd,,,Salesforce
11123020,Inactive Investor,David Ninekirk,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",david.ninekirk@schwab.com,,Salesforce
10938742,Inactive Investor,Christopher Griffith,Wealth Advisor,LPL Financial LLC Pennsburg PA 110 Pottstown Ave,chris.griffith@lpl.com,,Salesforce
11043409,Inactive Investor,Brock Alvord,Associate Vice President;Wealth Advisor,Farther Pleasant Grove UT Private Residence,,,Salesforce
10648157,,Heather Klutznick,,,deanna.bockman@trilogyfs.com,,List Import
9568945,,Jody Clement,,,jclement@ft.newyorklife.com,,List import
11186245,Inactive Investor,Jasmine Eichinger,,State Farm VP Management Corp. Mount Pleasant MI 2264 E Remus Rd,,,Salesforce
11165347,Inactive Investor,Kevin Harvel,,"Osaic Wealth, Inc. Fort Mill SC Private Residence",,,Salesforce
9591977,,Jack Anderson,,,ajack9954@gmail.com,,List import
11134002,Inactive Investor,Brendan McGrath,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",brendan.mcgrath@equitable.com,,Salesforce
10894581,Inactive Investor,Carol Lyons,Chief Compliance Officer;Member,"L & M Wealth Management and Retirement Solutions, LLC",,,Salesforce
11000457,Inactive Investor,Seth Buck,,"Allstate Financial Services, LLC North Myrtle Beach SC 1515 Hwy 17 S",sethbuck@allstate.com,,Salesforce
11188563,Inactive Investor,Daniel Marsh,Financial Advisor,Edward Jones Troy IL 7654 Plummer Business Dr,dan.marsh@edwardjones.com,,Salesforce
11008035,Inactive Investor,Clay Symington,,"Raymond James Financial Services, Inc. Toledo OH 3400 Executive Pkwy",,,Salesforce
10487394,,Michael Mewhinney,"Limited Partner, Partner","Clover Partners, L.P.",mmewhinney@cloverpartners.com,,List import
10617189,,Ryan Minehart,,,ryan.minehart@edwardjones.com,,List Import
11007789,Inactive Investor,Carlos Hernandez,,PFS Investments Inc. Lombard IL 555 Waters Edge,,,Salesforce
10612445,,John Renda,Financial Advisor,,john.renda@prudential.com,,List Import
9572603,,Kevin Dulitz,,,kevin.dulitz@intellicents.com,,List import
10888842,Inactive Investor,Alexander Piper,Private Client Advisor,J.P. Morgan Securities LLC Torrance CA 4840 W 190th St,alexander.g.piper@jpmorgan.com,,Salesforce
11002906,Inactive Investor,Jaquanna Thornton,,LPL Financial LLC Philadelphia PA 2800 W Passyunk Ave,jaquanna.thornton@lpl.com,,Salesforce
11093076,Inactive Investor,Jason Del Valle,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 10715 Narcoossee Rd",jason.delvalle@wellsfargo.com,,Salesforce
9551103,,Scott Ziegelmeier,,,sziegelmeier@eaglestrategies.com,,List import
9587663,,Thomas Murphy,"Chief Compliance Officer, Chief Executive Officer, Founding Partner, Partner",Murphy & Sylvest,tmurphy@murphysylvest.com,,List import
11135972,Inactive Investor,Joshua Shaffer,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,joshshaffer.team@fidelity.com,,Salesforce
11048193,Inactive Investor,Tyler Goltl,,"Robinhood Financial, LLC Denver CO 2373 15th St",tyler.goltl@robinhood.com,,Salesforce
9571459,,Michael Kuan,,,michael.elitetrans@gmail.com,,List import
10837227,Inactive Investor,Clifton Santikul,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",clifton.santikul@rbc.com,,Salesforce
11100387,Inactive Investor,Matthew Pequet,Chief Executive Officer;Managing Member;President;Senior Portfolio Manager,MPI Wealth Management LLC,,,Salesforce
11151145,Inactive Investor,Abismael Avila,,J.P. Morgan Securities LLC Tampa FL 7319 W Waters Ave,abismael.avila@jpmorgan.com,,Salesforce
9575773,,Keith Phillips,,,phillipskeith686@gmail.com,,List import
186117,,Arulnathan Arokiasamy,,VQC,arul56@gmail.com,60126083262,Organic Search
9614247,,Bob Lau,,,bobl@leithwheeler.com,,List import
11130179,Inactive Investor,Timothy Cone,,Commonwealth Financial Network Roanoke VA 2630 Electric Rd,tcone@commonwealth.com,,Salesforce
10869370,Inactive Investor,Ye Yin,Chief Investment Officer;Co-Founder;Managing Partner;Portfolio Manager;President,Maytech Global Investments,ye.yin@maytechglobal.com,,Salesforce
10435194,,Christopher Helme,,,chrishelme63@gmail.com,,Web form fillout
10488460,,Aaron Cook,"Chief Compliance Officer, Chief Executive Officer, Founder, Manager, Managing Member, Principal",CoveMark Investment Manager LLC,aaron@covemark.com,,List Import
10972166,Inactive Investor,Alan Grismore,,"Axxcess Wealth Management, LLC San Diego CA 1901 1st Ave",alangrismore@altaprivatewealth.com,,Salesforce
10848153,Inactive Investor,Jennifer McMillen,,State Farm VP Management Corp. Bradford PA 1006 E Main St,,,Salesforce
11124655,Inactive Investor,Christopher McCarthy,Financial Consultant,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",christopher.mccarthy@schwab.com,,Salesforce
10881771,Inactive Investor,Adam Deem,,"HighTower Securities, LLC Fort Worth TX 1 Firstcomm Plz",adeem@hightoweradvisors.com,,Salesforce
9576871,,german santos,,,ggsant20@msn.com,,List import
9547023,,mohammad reza,,,mohammadrezamaleki241072@gmail.com,,List import
11211780,Inactive Investor,Stephen Walker,Private Wealth Advisor,"Ameriprise Financial Services, LLC Flemington NJ 24 Mine St",stephen.r.walker@ampf.com,,Salesforce
9578988,,Gregory Smith,,,gregory.smith@mutualofomaha.com,,List import
11102874,Inactive Investor,Abraham Kashani,,"Northwestern Mutual Investment Services, LLC Cedarhurst NY 445 Central Ave",,,Salesforce
10877538,Inactive Investor,Alfred Santosuosso,Financial Professional,"MML Investors Services, LLC Bedford NH 43 Constitution Dr",asantosuosso@financialguide.com,,Salesforce
10964119,Inactive Investor,Joseph Arroyo,Associate,Edward Jones Valparaiso IN 1251 Eastport Centre Dr,joe.arroyo@edwardjones.com,,Salesforce
10616075,,Nancy Roach-Wilder,,,nancy.roach@prudential.com,,List Import
10876248,Inactive Investor,Michael Yu,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",michael.yu@wellsfargo.com,,Salesforce
11254032,Inactive Investor,Michael Schodrof,Vice President,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",,,Salesforce
11064268,Inactive Investor,Jaesung Son,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,json@ft.newyorklife.com,,Salesforce
11219275,,Brock Becker,,,beckerb@ceteranetworks.com,,Other
10853243,Inactive Investor,John Dinneen,Chief Operating Officer;Director - Tax,"Battery Global Advisors, LLC Boston MA 1 Marina Park Dr",jdinneen@batteryglobaladvisors.com,,Salesforce
234436,, -,,[[Unknown]],phoffman28493@gmail.com,,Organic Search
10819393,Inactive Investor,Matthew Akers,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",matt.akers@schwab.com,,Salesforce
9604488,,Patrick Curley,,,celticpat32@gmail.com,,List import
248301,,Josh Dmuchowski,Head of Evaluation - Investment Banking,Securitize Markets,josh.dmuchowski@securitize.io,,Manual List Upload
9598399,,Ben CHANG,,,benchang2017@gmail.com,,List import
9591037,,UMASANKAR P,,,umasankar.sap@gmail.com,,List import
10933752,Inactive Investor,David Kline,Financial Advisor,LPL Financial LLC Pittsburgh PA 2 Penn Ctr W,dave.kline@lpl.com,,Salesforce
11151563,Inactive Investor,Esther Jordan,,J.P. Morgan Securities LLC New York NY 12 E 86th St,esther.jordan@chase.com,,Salesforce
11192247,Inactive Investor,Patrick Martin,Chief Compliance Officer;Manager;Member;Principal,"Ashford Advisors, LLC",pmartin@ashfordadvisors.com,,Salesforce
11183353,Inactive Investor,Andrew Tomaino,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
9609027,,Kil su Kim,,,aceguardian@gmail.com,,List import
11067040,Inactive Investor,Daniel Field,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,dfield@pksinvest.com,,Salesforce
211073,,Enoch Tieu,,[Unknown],etieu77@gmail.com,,Organic Search
11029367,Inactive Investor,Rhonda Byars,,J.P. Morgan Securities LLC Atlanta GA 1115 Howell Mill Rd NW,rhonda.byars@jpmorgan.com,,Salesforce
10766524,Inactive Investor,John Lonnemann,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,mike.lonnemann@fmr.com,,Salesforce
185539,,Tina Stott,,[Unknown],teenastott@me.com,,source
9637848,,Cecilia Thomasson Blomquist,,,cecilia.t.blomquist@pppension.se,,List import
10991272,Inactive Investor,Brennan Zizzi,Chief Compliance Officer;Co-Founder;Investment Advisor,Zizzi Investments,,,Salesforce
10838242,Inactive Investor,Stephanie Schammel,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,stephanie.schammel@primerica.com,,Salesforce
9604637,,Michael Beveridge,,,digbydreamer2@bellaliant.net,,List import
11160776,Inactive Investor,Erik Nelson,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",erik.nelson@wellsfargoadvisors.com,,Salesforce
11131001,Inactive Investor,Johnathon Walton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,blu.walton@fmr.com,,Salesforce
9579053,,Peter Rathjens,,,prathjens@arrowstreetcapital.com,,List import
11058361,Inactive Investor,Eugene Root,,Wright Associates,eugene@kswrightassociates.com,,Salesforce
11034274,Inactive Investor,Griffin Kick,Financial Consultant,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",griffin.kick@equitable.com,,Salesforce
9626037,,James Kennedy,,,jkenn@consultant.com,,List import
10953690,Inactive Investor,Josef Barr,Financial Services Representative,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10842503,Inactive Investor,Megan Kohl,,Morgan Stanley,megan.schatzman@morganstanley.com,,Salesforce
11104466,Inactive Investor,Hailey Orange,,"Northwestern Mutual Investment Services, LLC Jackson TN 81 Stonebridge Blvd",hailey.d.golden@nm.com,,Salesforce
10969553,Inactive Investor,Bernardo Equila-Liu,,Edward Jones Kapolei HI 1001 Kamokila Blvd,,,Salesforce
11229827,Inactive Investor,Kyle Trautmann,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",kyle.trautmann@nm.com,,Salesforce
10927042,Inactive Investor,Daniel Middleton,,Stonex Securities Inc. Saint Augustine FL Private Residence,daniel.middleton@saswealth.com,,Salesforce
11125879,Inactive Investor,Robert Ficks,,"Carl M. Hennig, Inc.",snowden@cmhennig.com,,Salesforce
11090552,Inactive Investor,David Gilmore,Financial Advisor,Edward Jones Denton TX 3504 Corinth Pkwy,david.gilmore@edwardjones.com,,Salesforce
10618070,,James Smith,,,james_b_smith@ml.com,,List Import
11206763,Inactive Investor,Amy Calderon,Financial Consultant,LPL Financial LLC San Antonio TX 16170 Jones Maltsberger Rd,amy.calderon@lpl.com,,Salesforce
9556913,,Johnathan Hendrix,,,jhendrix@sagepointadvisor.com,,List import
10938985,Inactive Investor,Tanquia Teah,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tanquia_teah@vanguard.com,,Salesforce
10606592,,Todd Jacobson,"Partner, Portfolio Manager","Lord, Abbett & Co. LLC",tjacobson@lordabbett.com,201-827-2269,List Import
11055029,Inactive Investor,Joseph Coleman,Financial Advisor;Workplace Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,joseph.coleman@morganstanley.com,,Salesforce
9559646,,Don Childress,,,don.childress@childressca.com,,List import
9601175,,Cynthia Piacentino,,,cpiacentino@carrollfinancial.com,,List import
10904719,Inactive Investor,Matthew Stratton,Financial Advisor,Edward Jones San Diego CA 3990 Old Town Ave,matthew.stratton@edwardjones.com,,Salesforce
9632858,,binh nguyen duc,,,nguyenducbbinh@gmail.com,,List import
9063922,,Emily Battiato,,,emilybattiato@montagwealth.com,,
10922225,Inactive Investor,Suzanne Wohlfeld,Financial Advisor;Wealth Advisor,LPL Financial LLC Louisville KY 3704 Frankfort Ave,suzanne.wohlfeld@lpl.com,,Salesforce
11260691,Inactive Investor,Robert Williams,,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,,,Salesforce
11108513,Inactive Investor,Kristin Seay,Financial Advisor,"Wells Fargo Clearing Services, LLC Daphne AL 2535 US Hwy 98",kristin.phillips2@wellsfargo.com,,Salesforce
371065,,Tan Chee hong,,Malaysia,jackietancheehong@gmail.com,,Salesforce
10982310,Inactive Investor,Geneveive Cohoon,,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",geneveive.cohoon@ampf.com,,Salesforce
9612632,,Clyde McGregor,,,cmcgregor@harrisassoc.com,,List import
213872,,Sergey Solovyev,"Financial Advisor, Financial Professional","MML Investors Services, LLC",ssolovyev@financialguide.com,248-357-7663,Content
9638692,,Jose Martin Lopez,,,lopez.jmc@ayala.com.ph,,List import
9569248,,Brenda -,,,brendawhines@gmail.com,,List import
10932171,Inactive Investor,Sherwin Forde,Regional Vice President,PFS Investments Inc. Blue Bell PA 831 Dekalb Pike,sherwin.forde@primerica.com,,Salesforce
10799398,Inactive Investor,Sufen Chen,,NYLIFE Securities LLC Milpitas CA Private Residence,schen@ft.newyorklife.com,,Salesforce
11056475,Inactive Investor,Kimberly Bucello,Associate Complex Manager;Senior Vice President,Morgan Stanley Ramsey NJ Private Residence,kimberly.bucello@morganstanley.com,,Salesforce
10904787,Inactive Investor,Steven Wolters,,"Raymond James Financial Services, Inc.",steven.wolters@raymondjames.com,,Salesforce
10893248,Inactive Investor,Richard Shehorn,Financial Advisor,Edward Jones Swanton OH 131 E Airport Hwy,rich.shehorn@edwardjones.com,,Salesforce
10942337,Inactive Investor,Coleman Lebron,Investment Consultant,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11118795,Inactive Investor,Todd Noecker,,"FBL Marketing Services, LLC Omaha NE 7114 N 102nd Cir",todd.noecker@fblfinancial.com,,Salesforce
10932347,Inactive Investor,Brandon Sperling,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hauppauge NY 150 Motor Pkwy",brandon.sperling@wfafinet.com,,Salesforce
11126388,Inactive Investor,John Lusignan,,MWA Financial Services Inc. Kenosha WI 1326 35th St,john.lusignan@mwarep.org,,Salesforce
332953,,Drew Matzen,Senior Investment Analyst,Auxano Advisors,drew@auxanoadvisors.com,425-889-1261,Manual List Upload
11128195,Inactive Investor,Jeremy Mueller,,State Farm VP Management Corp. Scottsdale AZ 23341 N Pima Rd,,,Salesforce
9563631,,Daniel Fitzgerald,,,daniel.fitzgerald@fidelity.com,,List import
9569261,,Alexander Pruitt,,,alexander.pruitt@securitiesamerica.com,,List import
10941363,Inactive Investor,Serge Berger,Co-Founder;Managing Partner;Principal,"Blue Marlin Advisors, LLC",serge@bluemarlinadvisor.com,,Salesforce
10815007,Inactive Investor,Everton Lewis,,NYLIFE Securities LLC New York NY 420 Lexington Ave,emarklewis@ft.newyorklife.com,,Salesforce
10763374,Inactive Investor,William Billingsley,Financial Advisor,LPL Financial LLC Germantown TN 1910 Exeter Rd,william.billingsley@lpl.com,,Salesforce
10810516,Inactive Investor,Thomas DeToro,Assistant Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canfield OH 4137 Boardman Canfield Rd",thomas.detoro@ml.com,,Salesforce
10910047,Inactive Investor,Peter May,Assistant Treasurer;Corporate Secretary;Financial Planner;Regulatory Contact;Secretary,HFH Planning Inc.,peter@hfhplanning.com,,Salesforce
229922,, -,,[[Unknown]],tommcchurch@msn.com,,Organic Search
10884613,Inactive Investor,Daniel Golyanov,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniel.golyanov@jpmorgan.com,,Salesforce
10979014,Inactive Investor,Elizabeth Martinez,,PFS Investments Inc. Dublin CA 6377 Clark Ave,emartinez.jxrf3@primerica.com,,Salesforce
11068701,Inactive Investor,Eleonora Tomasello,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Financial Planner,Corinthian Wealth Management,etomasello@corinthianwealth.com,,Salesforce
10885021,Inactive Investor,Brent Naylor,Financial Advisor,Edward Jones Wilmington NC 1908 Eastwood Rd,brent.naylor@edwardjones.com,,Salesforce
11178913,Inactive Investor,Samuel Abernathy,,Edward Jones Poteau OK 2106 N Broadway St,,,Salesforce
11157358,Inactive Investor,Debra Loucks,,"Voya Financial Advisors, Inc. Independence OH 6100 Oak Tree Blvd",debra.loucks@voya.com,,Salesforce
11261141,Inactive Investor,Ryan Smith,Investment Advisor,"Dopkins Wealth Management, LLC",,,Salesforce
10587227,,Ersun Ören,,,ersunoren@gmail.com,,Web Form Fillout
9605381,,Micah James,,,micah_james@vanguard.com,,List import
11168218,Inactive Investor,Alexis Smith,Relationship Manager;Senior Wealth Strategy Associate,UBS Financial Services Inc. Columbia SC 1320 Main St,,,Salesforce
10864258,Inactive Investor,Rebbeca Li-Huang,Financial Advisor;First Vice President,Morgan Stanley Conshohocken PA 100 Front St,rebecca.li-huang@morganstanley.com,,Salesforce
10799929,Inactive Investor,Danny Munoz,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,danny.munoz@fidelity.com,,Salesforce
10836835,Inactive Investor,Owen Murray,Director - Investment Research;Director - Investments;Director - Research;Partner,Horizon Wealth Advisors,omurray@horizon-advisors.com,,Salesforce
11115979,Inactive Investor,Adri Senecal,,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 5011 Gate Pkwy",adri.atwell@wellsfargoadvisors.com,,Salesforce
10967874,Inactive Investor,Sarah Lenhoff,,"Wells Fargo Clearing Services, LLC Rancho Cordova CA 2010 Gold Field Dr",,,Salesforce
166751,,Alex Margolin,,[Unknown],alexmargolin567@gmail.com,,Paid Social
10757279,Inactive Investor,Caryn Donald,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",caryn_donald@ml.com,,Salesforce
9627154,,Yvesner Zamar,,,yzamar@thewilliamsgroupdc.com,,List import
11113168,Inactive Investor,Michael Sehlmeyer,Financial Representative,MWA Financial Services Inc. Spearfish SD 611 Dahl Rd,michael.w.sehlmeyer@mwarep.org,,Salesforce
336457,,Dennese Black,Assistant Secretary,"Reliant Investment Management, Llc",dblack@reliantllc.com,901-843-0600,Manual List Upload
11141518,Inactive Investor,Amy Heyel,,"VALIC Financial Advisors, Inc.",,,Salesforce
11135295,Inactive Investor,Glenn Andrade,Chief Compliance Officer;Investment Advisor;Owner;President,AFS Investments,glenn@afs-investments.com,,Salesforce
11046050,Inactive Investor,Juan Forcado,Financial Advisor,LPL Financial LLC Santa Maria CA 1075 E Betteravia Rd,juan.forcado@lpl.com,,Salesforce
11232552,Inactive Investor,Daniel Litchfield,Vice President,"Wells Fargo Advisors Financial Network, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10899702,Inactive Investor,Alisonn Best,Financial Professional,LPL Financial LLC Oklahoma City OK 14604 Bogert Pkwy,alisonn.best@lpl.com,,Salesforce
10984933,Inactive Investor,Ulysses Smith,Senior Regional Leader,PFS Investments Inc. Winthrop Harbor IL 1100 Sheridan Rd,usmith@primerica.com,,Salesforce
10868843,Inactive Investor,John McKinley,Chief Compliance Officer;Managing Member;President,"Fortify Wealth, Inc.",john@fortifywealth.com,,Salesforce
10755416,Inactive Investor,John Chase,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland ME 2 Portland Sq",john.chase@wellsfargoadvisors.com,,Salesforce
9635288,,Omer Ben-Zur,,,oben-zur@madisonint.com,,List import
11196877,Inactive Investor,Michael McGhee,Financial Advisor,Edward Jones O Fallon MO 2936 Hwy K,mike.mcghee@edwardjones.com,,Salesforce
11145110,Inactive Investor,Andrew O'Daniel,Director - Alternative Investments;Executive Director;Family Wealth Director;Managing Director;Private Wealth Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,andrew.j.odaniel@morganstanleypwm.com,,Salesforce
53692,,Keegan Johnson,,"Kestra Advisory Services, LLC",keegan.johnson@kestrafinancial.com,844-553-7872,
11033926,Inactive Investor,Shannon Pierce,Chief Financial Officer,Brown Advisory,spierce@brownadvisory.com,,Salesforce
11187939,Inactive Investor,Emily Tieman,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
10919150,Inactive Investor,George Parmer,Chief Compliance Officer;Regulatory Contact;Vice President,Enhancing Capital LLC,adam.parmer@enhancingcapital.com,,Salesforce
11017187,Inactive Investor,Ronald Kitchens,Wealth Advisor,Midland Wealth Management Princeton IL 815 S Main St,,,Salesforce
10611482,,Stephen Krizek,Financial Advisor,,stephen.krizek@edwardjones.com,,List Import
11083565,Inactive Investor,Jeffrey Kushner,,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,jeffrey.s.kushner@chase.com,,Salesforce
11110763,Inactive Investor,David Johnson,,Morgan Stanley Dallas TX 5001 Spring Valley Rd,david.l.johnson@morganstanley.com,,Salesforce
11205861,Inactive Investor,Kenneth Kapinskis,Financial Planner,"Osaic Wealth, Inc. Midlothian VA 6500 Harbour View Ct",,,Salesforce
11183865,Inactive Investor,Randall Andersen,Financial Advisor,"Wells Fargo Clearing Services, LLC Lakeland FL 500 S Florida Ave",randy.andersen@wellsfargo.com,,Salesforce
9624758,,Cian Kenshin,,,cian@mindhacker.com,,List import
11170270,Inactive Investor,Richard Gerber,Assistant Vice President;Senior Wealth Management Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",richard.gerber@ml.com,,Salesforce
10842200,Inactive Investor,David Lim,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",david.lim@ml.com,,Salesforce
10998238,Inactive Investor,Robert Plundo,Group Manager;Investment Advisor,Fisher Investments,,,Salesforce
11187621,Inactive Investor,Sheri OConnor,,"Ameriprise Financial Services, LLC Sarasota FL 6710 Professional Pkwy",sheri.l.oconnor@ampf.com,,Salesforce
10795070,Inactive Investor,David Suckey,,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,david_suckey@glic.com,,Salesforce
228364,, -,,[[Unknown]],brunorichards@protonmail.com,,
9575742,,Yigit Doguscu -,,,yigitdoguscu@ymail.com,,List import
10770834,Inactive Investor,Amanda Marcello,Lead Advisor;Senior Lead Advisor;Vice President,"JFS Wealth Advisors, LLC",amarcello@jfswa.com,,Salesforce
10773688,Inactive Investor,Kelly Oliven,,William Blair,koliven@williamblair.com,,Salesforce
9588377,,Carrie King,,,cking@ullmannbrown.com,,List import
11070209,Inactive Investor,Lisa Hanvey,,"Truist Investment Services, Inc. Raleigh NC 4460 Six Forks Rd",lisa.hanvey@truist.com,,Salesforce
204660,,Sparsh Wadhwa,,[Unknown],sparsh.wadhwa@idfcfirstbank.com,,source
11165314,Inactive Investor,Jeffery Price,Financial Consultant,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",jeffery.price@wellsfargoadvisors.com,,Salesforce
10980914,Inactive Investor,Teh-Mei Cheng,,"Transamerica Financial Advisors, Inc San Diego CA 9988 Hibert St",t.cheng@transamerica.com,,Salesforce
11201337,Inactive Investor,William Davis,Director;Senior Vice President - Investments,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,wdavis@investdavenport.com,,Salesforce
11008367,Inactive Investor,Ronnie Council,,PFS Investments Inc. Phoenix AZ 2633 E Indian School Rd,rcouncil@primerica.com,,Salesforce
11260492,Inactive Investor,Sahar Shakeri,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",,,Salesforce
9550614,,Christopher Mcfadden,,,cmcfadden@hightoweradvisors.com,,List import
10881969,Inactive Investor,Brian Lutzke,Financial Advisor,Edward Jones Sartell MN 1733 Pine Cone Rd S,brian.lutzke@edwardjones.com,,Salesforce
10824980,Inactive Investor,Tennessee Lee,,UBS Financial Services Inc. Boulder CO 1801 13th St,,,Salesforce
11045306,Inactive Investor,Andrew Forte,,"Equitable Advisors, LLC Mansfield MA Private Residence",andrew.forte@equitable.com,,Salesforce
10374842,,Jason Gaines,,,jasongaines0714@gmail.com,,Web Form Fillout
11008318,Inactive Investor,Jakob Krygier,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",jakob.krygier@equitable.com,,Salesforce
10615720,,James McGovern,,,jmcgovern@lincolninvestment.com,,List import
10900833,Inactive Investor,James Kelly,Lead Planner;Senior Vice President,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10978321,Inactive Investor,Daniel Cook,,J.P. Morgan Securities LLC Marion OH 1553 Marion Mount Gilead Rd,,,Salesforce
11036977,Inactive Investor,William Poulin,Head - Marketing;Head - Strategy,"Lloyd Tevis Investments, LLC",,,Salesforce
5955204,,Robert Bookman,,,book16@comcast.net,,Web Form Fillout
10995847,Inactive Investor,Logan Meeker,,NYLIFE Securities LLC Sioux Falls SD 5101 S Nevada Ave,lmeeker01@ft.newyorklife.com,,Salesforce
10794090,Inactive Investor,Joseph Stacy,,PFS Investments Inc. Chesapeake VA 2006 Old Greenbrier Rd,joseph.stacy@primerica.com,,Salesforce
9584925,,Gina Bartell,,,gina@ledgewealth.com,,List import
231808,,WLTR -,,WLTR [[Unknown]],rockadio89@gmail.com,,
11025237,Inactive Investor,Stephen Watkins,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",,,Salesforce
10789322,Inactive Investor,Jolene Starr,,NYLIFE Securities LLC Bellevue IA 107 N 2nd St,jsstarr@ft.newyorklife.com,,Salesforce
11001443,Inactive Investor,Ethan Williams,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",ethan.williams@equitable.com,,Salesforce
9591910,,Kelly Sumner,,,ksumner@essentialinvestment.com,,List import
211464,,Nathan Morris,Analyst,NA,namorris@gmail.com,,Content
11232955,Inactive Investor,Marlon Carranza Salazar,,"Wells Fargo Clearing Services, LLC High Point NC 1700 N Main St",,,Salesforce
10967631,Inactive Investor,Kali Casas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
4675216,,??????? ??????,,,bdallhsy799@gmail.com,,Web Form Fillout
10857698,Inactive Investor,Wendi Wilson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Mount Vernon IL 3450A Broadway St",wendi.wilson@wfafinet.com,,Salesforce
10775835,Inactive Investor,Natassya Tossany,Associate Vice President;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,natassya.tossany@morganstanley.com,,Salesforce
10828571,Inactive Investor,Bradley Johannes,Financial Advisor,LPL Financial LLC Moline IL 3950 38th Ave,bradley.johannes@lpl.com,,Salesforce
10970566,Inactive Investor,Jody Weddle,Financial Services Associate,"Navy Federal Investment Services, LLC Virginia Beach VA 4001 Virginia Beach Blvd",jody_weddle@navyfederal.org,,Salesforce
11152691,Inactive Investor,Thomas Teeple,Financial Advisor;First Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,thomas.teeple@morganstanley.com,,Salesforce
11178509,Inactive Investor,Renee Carnell,,Cetera Financial Specialists LLC Rockledge FL 1950 Rockledge Blvd,renee.carnell@ceterafs.com,,Salesforce
10827861,Inactive Investor,Michael Logiudice,Private Client Advisor,J.P. Morgan Securities LLC New York NY 55 Water St,michael.j.logiudice@jpmorgan.com,,Salesforce
10615512,,Rouby Souraty,"Financial Advisor, International Client Advisor, Vice President",,rouby.souraty@morganstanley.com,,List Import
10868627,Inactive Investor,Michael Lajoie,,"Farmers Financial Solutions, LLC Gallatin TN 880 Greenlea Blvd",mlajoie@farmersagent.com,,Salesforce
10910130,Inactive Investor,Jennifer Carroll,Financial Advisor,"Raymond James & Associates, Inc. Glastonbury CT 180 Glastonbury Blvd",jennifer.carroll@raymondjames.com,,Salesforce
10958087,Inactive Investor,Pamela Cox,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,,,Salesforce
9629883,,Emmanuel Teste,,,emmanuelqsc@gmail.com,,List import
11056718,Inactive Investor,Tracey Ganner,,State Farm VP Management Corp. Bradenton FL 5246 E State Road 64,tracey.ganner.h0au@statefarm.com,,Salesforce
11211445,Inactive Investor,Joseph Nawrocki,,"Osaic Wealth, Inc. Lemont IL 687 Talcott Ave",,,Salesforce
10792058,Inactive Investor,Gary Shelton,Financial Advisor,LPL Financial LLC Evansville IN 835 N Burkhardt Rd,gary.shelton@lpl.com,,Salesforce
11040450,Inactive Investor,Maria Blotner,Wealth Relationship Manager,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
9644609,,simone conti,,,simone@defi-italy.xyz,,List import
10827170,Inactive Investor,Rebecca Ethell,,LPL Financial LLC Springfield IL 901 S 2nd St,beckie.ethell@lpl.com,,Salesforce
9559334,,Laura Haney,,,ljhaney@porziogov.com,,List import
9553848,,April Cohen,,,meshuganeh@yahoo.com,,List import
9627000,,Tonantzin Carmona,,,tcarmona@brookings.edu,,List import
11028392,Inactive Investor,James Cook,,J.P. Morgan Securities LLC Novi MI 47350 Grand River Ave,james.cook@jpmorgan.com,,Salesforce
10753346,Inactive Investor,Levi McMellian,Chief Executive Officer;Executive Director;Founding Partner;Managing Director,CFO4Life,levi.mcmellian@mycfo4life.com,,Salesforce
10934288,Inactive Investor,Bryan Byrd,,CPR Investments Inc Albuquerque NM 100 Sun Ave NE,bryan.byrd@cprinvestmentsinc.com,,Salesforce
11030697,Inactive Investor,Gavin Carey,Financial Consultant,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",gavin.carey@equitable.com,,Salesforce
9628380,,Jorge Fernandez Revilla,,,jorge.revilla@kpmg.ie,,List import
371986,,min huang,,China,huangmin7743@163.com,,Salesforce
9576956,,Jim Byrns,,,james.byrns@envestnet.com,,List import
10646402,,Nathan Stewart,,,nstewart@capitaladv.com,,List Import
9577563,,FREDDIE D. HARRIS,,,fdharris@fdhadvisors.com,,List import
9588354,,Marian Bebec,,,mbebec@tdecu.org,,List import
10798929,Inactive Investor,Charu Dayal,Senior Investment Associate,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",charu.dayal@rbc.com,,Salesforce
10970824,Inactive Investor,Joseph Train,,"Raymond James Financial Services, Inc. Salina KS 114 W Walnut St",joseph.train@raymondjames.com,,Salesforce
370314,,Michael Sonennshein,CEO,Grayscale Investments LLC,michael@grayscale.com,,Salesforce
10659154,,Mary Ganassin,,,mary.ganassin@jpmorgan.com,,List Import
10965304,Inactive Investor,Matthew Krueger,Financial Advisor,"Osaic Wealth, Inc. Hawkins WI 625 Ellingson Ave",,,Salesforce
9547874,,Maksim Gavronov,,,gavronovmaxim@gmail.com,,List import
11059718,Inactive Investor,Robert Zobel,,NYLIFE Securities LLC Carmel CA 26344 Carmel Rancho Ln,rzobel@ft.newyorklife.com,,Salesforce
9542221,,MICHAEL ZURAKHINSKY,,,z@theartstory.org,,List import
10957996,Inactive Investor,Collin Wrona,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,collin.wrona@fidelity.com,,Salesforce
10831112,Inactive Investor,Steven Logan,,Goldman Sachs & Co. Denver CO 205 Detroit St,,,Salesforce
10777847,Inactive Investor,Narvetta Gipson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",narvetta_gipson@ml.com,,Salesforce
11203022,Inactive Investor,Robert Kuhlke,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Augusta GA 933 Broad St",rh_kuhlkejr@ml.com,,Salesforce
9562347,,Pawel Sertel,,,pawel.sertel@gmail.com,,List import
10806595,Inactive Investor,Kenneth Swan,Board Member;Chief Executive Officer;Managing Partner;President,"LMCG Investments, LLC Boston MA 200 Clarendon St",kswan@lmcg.com,,Salesforce
10977574,Inactive Investor,Jose Barrios,,J.P. Morgan Securities LLC Miami FL 8784 SW 72nd St,jose.a.barriosjr@chase.com,,Salesforce
9542223,,Michael Dugan,,,michaeltdugan@gmail.com,,List import
9575771,,Xavier Nicolas -,,,xnimbs@gmail.com,,List import
9095,, -,,[[Unknown]],legendary38@gmail.com,,Direct
10646688,,Michael Williams,,,michael.a.williams@wellsfargoadvisors.com,,List Import
10800972,Inactive Investor,Jennifer Malta,Financial Advisor,Edward Jones Akron OH 1000 Ghent Rd,jennifer.malta@edwardjones.com,,Salesforce
11140400,Inactive Investor,Ian Smith,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10489646,,Stephen Legare,,Fisher Investments,stephen.legare@21st.com,,List Import
11206350,Inactive Investor,James Flanagan,,"Independent Financial Group, LLC Downers Grove IL 3020 Woodcreek Dr",,,Salesforce
10658641,,Andrew Carrell,,,andrew.carrell@countryfinancial.com,,List Import
9634132,,Nick W,,,wardskies@gmail.com,,List import
11004182,Inactive Investor,Jacob Roth,,MooMoo Financial Inc. Palo Alto CA 550 California Ave,jacob.roth@moomoo.com,,Salesforce
11132228,Inactive Investor,Ayodeji Ogundiya,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oak Brook IL 500 W 22nd St",ayodeji.ogundiya@schwab.com,,Salesforce
11188855,Inactive Investor,Robert Heinsinger,,"Allstate Financial Services, LLC Lancaster PA 1941 Fruitville Pike",robertheinsinger@allstate.com,,Salesforce
9597562,,Sandra Southworth,,,ssouthworth@solsteincapital.com,,List import
9648272,,A D,,,as@d.com,,List import
10756455,Inactive Investor,John Stucker,,J.P. Morgan Securities LLC Houston TX 600 Travis St,john.a.stucker@jpmorgan.com,,Salesforce
9593573,,Eric Traczyk,,,etraczyk@financialengines.com,,List import
10487702,,Michael Baer,"Director - Operations, Financial Advisor, Regulatory Contact","Fluent Financial, LLC",michael@fluentfinancial.com,,List Import
10880683,Inactive Investor,Christina Downey,,Commonwealth Financial Network Nashville TN 3011 Armory Dr,cdowney@commonwealth.com,,Salesforce
11114335,Inactive Investor,Daniela Mabry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",daniela.mabry@ml.com,,Salesforce
10934125,Inactive Investor,James Lombardo,,Quint Capital Corporation,jlombardo@quintcapital.com,,Salesforce
9635425,,Ronald Palmer,,,rpalmer@alpinefunds.com,,List import
3425478,,Kowit Pratoomsri,,,tony20082531@gmail.com,0931352000,Web Form Fillout
11044116,Inactive Investor,Aaron Hammer,,"ValMark Securities, Inc. Saint Cloud MN 2700 1st St N",,,Salesforce
187997,,oussama sifi,,[Unknown],oussamasifi133@gmail.com,,source
11050911,Inactive Investor,Molly LaClair,Associate Advisor,SJS Investment Services,mlaclair@sjsinvest.com,,Salesforce
9600192,,Fred lee,,,fl0819@gmail.com,,List import
9558988,,Suzanne Komisar,,,suzanne.komisar@valic.com,,List import
11167455,Inactive Investor,Robert Breyer,,Morgan Stanley,,,Salesforce
11121098,Inactive Investor,Timothy Jay,,State Farm VP Management Corp. Bourbonnais IL 320 N Convent St,,,Salesforce
10926796,Inactive Investor,Matthew Stelck,,"Farmers Financial Solutions, LLC Aptos CA 3233 Valencia Ave",mstelck@farmersagent.com,,Salesforce
350720,,Beth Mueller,Financial Analyst,Ehlers,bmueller@ehlers-inc.com,800-717-9742,Manual List Upload
240270,,Rebecca Thompson,"Manager, Family Office Services",Wescott Financial Advisory Group Llc,rthompson@wescott.com,215-979-1600,Manual List Upload
10964234,Inactive Investor,Tonia Clark,,LPL Financial LLC Poplar Bluff MO 1111 Sterling Dr,tonia.clark@lpl.com,,Salesforce
10969074,Inactive Investor,Ashley Barba,Private Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,ashley.barba@creativeplanning.com,,Salesforce
11171015,Inactive Investor,Connie Fick Weber,Assistant Vice President;Senior Client Specialist,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,cfick@rwbaird.com,,Salesforce
11059836,Inactive Investor,Antoinette Carmona,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Walnut Creek CA 1600 S Main St",acarmona@buckinghamgroup.com,,Salesforce
11111995,Inactive Investor,Andrea Quinones,,Goldman Sachs & Co.,,,Salesforce
9585417,,Truong Tai,,,truongtantai09x1c@gmail.com,,List import
351708,,Frank Serra,Senior Vice President,Santander Securities,fserra@sampr.com,866-736-6475,Manual List Upload
373735,,Vince Coates,,[Unknown],vincec35@gmail.com,,source
10880042,Inactive Investor,Andrew Elvy,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,andrew.elvy@jpmorgan.com,,Salesforce
11177477,Inactive Investor,Akaolisa Nwadiogbu,,Citigroup Global Markets Inc.,,,Salesforce
11082034,Inactive Investor,Andrew Knotts,Private Client Advisor,Fisher Investments,,,Salesforce
10920363,Inactive Investor,Rolland Story,,"Farmers Financial Solutions, LLC Sioux Falls SD 1800 S Alpine Ave",rstory@farmersagent.com,,Salesforce
9637890,,Jerome Berset,,,jerome.berset@efgam.com,,List import
11042830,Inactive Investor,Adrienne Fioretti,Chief Compliance Officer,"Regis Management Company, LLC Palo Alto CA 300 Hamilton Ave",aanderson@regisllc.com,,Salesforce
337399,,Jeffrey Stallings,Associate Managing Director,"Baldwin Investment Management, Llc",jstallings@baldwinmgt.com,610-260-1555,Manual List Upload
10810693,Inactive Investor,Niels Mohler,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",niels_mohler@ml.com,,Salesforce
11255308,Inactive Investor,Raymond Brown,Wealth Advisor;Wealth Planner,Goodwin Investment Advisory,rbrown@goodwininvestment.com,,Salesforce
11114761,Inactive Investor,Timothy Taraba,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",timothy.taraba@ml.com,,Salesforce
10487838,,Jeffrey Kort,Financial Advisor,"Raymond James Financial Services Advisors, Inc",jeffrey.kort@raymondjames.com,,List Import
11066364,Inactive Investor,Olfa Overstreet,Senior Complex Risk Officer;Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,olfa.overstreet@morganstanley.com,,Salesforce
11028526,Inactive Investor,Thomas Buchanan,,LPL Financial LLC Savannah GA 315 Commercial Dr,thomas.buchanan@lpl.com,,Salesforce
10794647,Inactive Investor,Kira Napolitano,Senior Client Associate,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",kira.napolitano@rbc.com,,Salesforce
11192846,Inactive Investor,George Rovnan,,"Fortune Financial Services, Inc. Mars PA Private Residence",gmr@fortunefinancialservices.com,,Salesforce
11101042,Inactive Investor,David Morgan,Chief Compliance Officer;Managing Member,"MorganRosel Wealth Management, LLC",david.morgan@morganrosel.com,,Salesforce
10647826,,Matthew Rosenberg,,,rosenberg@rosecap.com,,List Import
10771686,Inactive Investor,Patience Rubyor,Senior Wealth Strategy Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,patience.rubyor@ubs.com,,Salesforce
11070951,Inactive Investor,Letitia Anderson,,"Cambridge Investment Research, Inc. Fort Dodge IA 122 N 9th St",,,Salesforce
11138026,Inactive Investor,Kelvin Byard,,Vanguard Marketing Corporation,kelvin_byard@vanguard.com,,Salesforce
9591152,,Victor Geh,,,victor.geh@gmail.com,,List import
9614834,,Toshiya Oki,,,okitoshiya@gmail.com,,List import
10764235,Inactive Investor,Brenda Bickel,,"Raymond James Financial Services, Inc. Mishawaka IN 245 W Edison Rd",brenda.bickel@raymondjames.com,,Salesforce
9629463,,Israel Zemeadim,,,izemead@gmail.com,,List import
9548767,,Ugur Sakaoglu,,,ugur@deltakalip.com,,List import
10616690,,Eric Vanness,,,eric.vanness@lpl.com,,List Import
10613904,,Leonard Boccia,"Financial Advisor, Managing Director - Wealth Management",,leonard.boccia@ubs.com,,List Import
11192983,Inactive Investor,Mark Fujan,,State Farm VP Management Corp. Fairmont MN 302 N State St,,,Salesforce
10626245,,Oriel Marin,,,orielmarinpitti@gmail.com,,Web Form Fillout
9560588,,Stanley Klimek,,,sklimek@lasalle-st.com,,List import
11025183,Inactive Investor,Layne Short,,"Bankers Life Securities, Inc. Cary NC 125 Edinburgh South Dr",layne.kaufman@bankerslife.com,,Salesforce
370404,,Brian Ghodsian,,Emser,ghodsian@yahoo.com,3102597698,Salesforce
9571079,,Vincent Brand,,,brandvincent@gmail.com,,List import
11013819,Inactive Investor,Michael Jungwirth,Investment Advisor Representative,"The Capital Advisory Group Advisory Services, LLC",,,Salesforce
11129159,Inactive Investor,Peter Gutierrez,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,peter.gutierrez@jpmorgan.com,,Salesforce
216244,,Peerawat Pomsopa,,[Unknown],summary715@gmail.com,,Event
9575733,,Brandon Ellis,,,brandon.ellis@huntington.com,,List import
9610083,,Lars Drewianka,,,lars@drewianka.com,,List import
9547610,,jim lin,,,76584994@qq.com,,List import
11170640,Inactive Investor,Kerri Converse,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
9596921,,anthony garcia,,,310.agarcia@gmail.com,,List import
11061252,Inactive Investor,Carrie Hall,,NYLIFE Securities LLC Paradise Valley AZ 6710 N Scottsdale Rd,clhall11@ft.newyorklife.com,,Salesforce
11068873,Inactive Investor,Sandra Mills,Senior Financial Advisor;Vice President,The Huntington Investment Company Cincinnati OH 7783 5 Mile Rd,sandy.mills@huntington.com,,Salesforce
10661397,,Charles Huebner,,,chuebner@rcpadvisors.com,,List import
11127480,Inactive Investor,Dominic D'Amico,,"Osaic Wealth, Inc. Cleveland OH 5661 Pearl Rd",,,Salesforce
11146446,Inactive Investor,Geoffrey Burns,First Vice President - Wealth Management;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Boston MA 28 State St,geoffrey.burns@morganstanley.com,,Salesforce
11233947,Inactive Investor,Blake Gleason,,"Osaic Wealth, Inc. Hopkins MN 10900 Wayzata Blvd",,,Salesforce
10780992,Inactive Investor,Robert Gilbert,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",robert.gilbert@wellsfargoadvisors.com,,Salesforce
10982820,Inactive Investor,Carmen Castillo,,J.P. Morgan Securities LLC Buckeye AZ 402 E Monroe Ave,carmen.castillo@jpmorgan.com,,Salesforce
10765032,Inactive Investor,David Shea,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",david_c_shea@ml.com,,Salesforce
10917188,Inactive Investor,Nicholas Hayes,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10936408,Inactive Investor,John Nelson,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3300 PGA Blvd",,,Salesforce
9544801,,Jenny Dubinsky,,,jdubinsky@orionfirst.com,,List import
229575,, -,,[[Unknown]],avery7979@gmail.com,,Organic Search
11040343,Inactive Investor,Benjamin Fishman,,Citigroup Global Markets Inc.,,,Salesforce
10814250,Inactive Investor,William McFadden,Chief Executive Officer;Managing Member;President;Senior Portfolio Manager,"Wellington Shields & Co., LLC",wmcfadden@wellingtonshields.com,,Salesforce
11189712,Inactive Investor,Andrew Borders,Senior Financial Advisor,"CUSO Financial Services, L.P. Thorndale PA 40 N Bailey Rd",,,Salesforce
11124787,Inactive Investor,Patrick Ahern,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",patrick.ahern@wellsfargoadvisors.com,,Salesforce
11128746,Inactive Investor,Carrie O'Hara,,"Geneos Wealth Management, Inc. Scottsdale AZ 8115 E Indian Bend Rd",,,Salesforce
245596,,Eben Burr,President,Toews,eben@toewscorp.com,16464315200,Manual List Upload
11238529,Inactive Investor,Anthony Calzetta,,Pembroke Management Ltd.,acalzetta@pml.ca,,Salesforce
152831,,TJ Ryan,,[Unknown],tjryanesq@gmail.com,,source
11123848,Inactive Investor,George Mouded,Financial Planner,"Osaic FA, Inc. Iselin NJ 99 Wood Ave S",george.mouded@lfg.com,,Salesforce
10848174,Inactive Investor,Jacqueline Gobbato,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10858866,Inactive Investor,Daniel Bufkin,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Anderson SC 3003 N Main St,danny.bufkin@morganstanley.com,,Salesforce
11054922,Inactive Investor,Brooklynne Matos,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
198415,,RANVIR SINGH,,[Unknown],ranvir0821@gmail.com,,
10913161,Inactive Investor,Maria Siersma,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",maria.siersma@tiaa.org,,Salesforce
10812759,Inactive Investor,Leah Fink,Assistant Vice President,LPL Financial LLC Cottage Grove WI Private Residence,leah.fink@lpl.com,,Salesforce
10935046,Inactive Investor,Catherine Esparza,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 10921 N Scottsdale Rd",,,Salesforce
351455,,Cindy Coll,New Business Specialist,Krilogy,ccoll@krilogy.com,314-884-2800,Manual List Upload
332482,,Chris Polson,,[Unknown],chrisbpolson@sc.rr.com,,
11013982,Inactive Investor,Elyse Gregoire-Lancaster,,"Pruco Securities, LLC. Bonita Springs FL 8891 Brighton Ln",elyse.gregoire-lancaster@prudential.com,,Salesforce
10974871,Inactive Investor,Rachel Brown,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11079042,Inactive Investor,Anne Peartree,Senior Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,anne.peartree@jpmorgan.com,,Salesforce
9603894,,MIKE PORTNO,,,mikeportno@fireblocks.com,,List import
9578047,,Steve Pauley,,,steve@libertytrustcompany.com,,List import
11187586,Inactive Investor,Christopher Alexis,Senior Vice President,Citigroup Global Markets Inc. Greenwich CT 14 Railroad Ave,christopher.alexis@citigroup.com,,Salesforce
10947346,Inactive Investor,Penelope Wehbe,,J.P. Morgan Securities LLC San Diego CA 5111 Mission Center Rd,penelope.am.wehbe@chase.com,,Salesforce
7244654,,Md Shahed,,,shahedali01843@gmail.com,,Web Form Fillout
10817581,Inactive Investor,Douglas Rupiper,,"Wells Fargo Clearing Services, LLC Coeur D Alene ID 2100 Northwest Blvd",doug.rupiper@wellsfargo.com,,Salesforce
9617048,,Kenny Meyer,,,kenny@kennymeyer.net,,List import
10920296,Inactive Investor,Robert Schumacher,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
335871,,Barry Ritholtz,Managing Member,Ritholtz Wealth Management,barry@ritholtzwealth.com,212-625-1200,Manual List Upload
10875941,Inactive Investor,Matthew Peterson,Financial Advisor,Prime Capital Financial,mpeterson@pciawealth.com,,Salesforce
10924376,Inactive Investor,Henry Etter,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10802516,Inactive Investor,David Vandehey,Financial Advisor,"Principal Securities, Inc. Kaukauna WI 311 E Ann St",,,Salesforce
11127303,Inactive Investor,Joseph Petrusek,,"Osaic Wealth, Inc. Hayden ID 8884 N Government Way",,,Salesforce
10647398,,Mark Erickson,,,erickso@tiaa-cref.org,,List Import
336814,,Linda Ray,Vice President,"The Northstar Group, Inc.",lray@thenorthstargroupinc.com,212-883-9595,Manual List Upload
11150996,Inactive Investor,Alexander Flocco,,Vanguard Marketing Corporation,alexander_flocco@vanguard.com,,Salesforce
11075036,Inactive Investor,Brian Sheehan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",brian_sheehan@ml.com,,Salesforce
10890944,Inactive Investor,Terri Copeland,Financial Advisor,Edward Jones Branson MO 523 State Hwy 248,terri.copeland@edwardjones.com,,Salesforce
9608324,,Timothy Stoddart,,,timstoddart@snet.net,,List import
61060,,Andrew Simons,,The Huntington Investment Company,andrew.simons@huntington.com,800-322-4600,
10858696,Inactive Investor,James Gansner,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,james.gansner@fmr.com,,Salesforce
11158254,Inactive Investor,Barry Euzent,,"Cambridge Investment Research, Inc. King George VA 16931 Richmond Ct",,,Salesforce
11050129,Inactive Investor,Miranda Ellis,,Kovack Securities Inc. Bucklin KS Private Residence,miranda@kovacksecurities.com,,Salesforce
10836832,Inactive Investor,Clayton Fisher,,USCA Securities LLC Dallas TX 300 Crescent Ct,cfisher@uscallc.com,,Salesforce
11046786,Inactive Investor,William Joyce,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",william.joyce@ml.com,,Salesforce
9619945,,Matias Nordenflycht,,,norden.matias@gmail.com,,List import
332865,,Wendy Fordon,Vice President and Analytics Manager,Bank of the West,wendy.fordon@bankofthewest.com,,
9567590,,Sonia Plata,,,sonia.plata@napierparkglobal.com,,List import
10912477,Inactive Investor,Leslie Vogel,,"Farmers Financial Solutions, LLC Monticello IN 1003 N Main St",,,Salesforce
10871844,Inactive Investor,Cutler Greene,Chief Compliance Officer;Managing Member,"Spaulding Greene Wealth Management, LLC",cgreene@spauldinggreene.com,,Salesforce
10845379,Inactive Investor,Darryl Hinkle,Wealth Manager,"Heritage Investment Group, Inc.",dhinkle@heritageinvestment.com,,Salesforce
220051,,Eduardo De lara,,[Unknown],eduardodelara@icloud.com,,
11186682,Inactive Investor,Joshua Heims,,"Avantax Investment Services, Inc. Buffalo NY 5920 Main St",,,Salesforce
11161173,Inactive Investor,Phillip Stover,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,phillip_stover@vanguard.com,,Salesforce
9415842,,Stephanie Ronald T Davis Trust UA 01-02-1990,,Ronald T Davis Trust UA 01-02-1990,admin@bluehallcap.com,,List Import
11095721,Inactive Investor,Brittany Mollica,Associate Advisor;Associate Financial Advisor;Financial Advisor,"Hilltop Wealth Advisors, LLC",brittany@hilltopwa.com,,Salesforce
10844812,Inactive Investor,James Patton,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",jim.patton@nm.com,,Salesforce
9573048,,Ben McNamara,,,ben.mcnamara@flexa.co,,List import
11235894,Inactive Investor,Carrisa Flores,Wealth Advisor,Vance Wealth,carrisa.flores@vancewealth.com,,Salesforce
10792226,Inactive Investor,Eric Steen,Assistant Vice President;Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",eric.steen@ml.com,,Salesforce
10662095,,Joseph Sciaccotta,,,jsciaccotta@greatlakesadvisors.com,,List Import
9647435,,Aditya Bhatnagar,,,aditya@westbourneinv.com,,List import
10963070,Inactive Investor,Marques Sewell,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 29941 Hawthorne Blvd,marques.sewell@jpmorgan.com,,Salesforce
10882563,Inactive Investor,Travis Harter,Financial Advisor,Edward Jones Cleveland OK 101 S Broadway St,travis.harter@edwardjones.com,,Salesforce
10849449,Inactive Investor,Henry Kwiecinski,Chief Compliance Officer;President,Bishop & Associates Inc,henrym@bishop-associates.com,,Salesforce
9559417,,Dax Ross,,,daxrosslt@gmail.com,,List import
10754961,Inactive Investor,William Gay,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",william_gay@ml.com,,Salesforce
10931841,Inactive Investor,Alex Lee,Chief Compliance Officer;Managing Member,Allied Private Wealth,,,Salesforce
11007580,Inactive Investor,Intaek Oh,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hackensack NJ 3 University Plz",intaek.oh@tiaa.org,,Salesforce
11036424,Inactive Investor,George Buell,,"Allstate Financial Services, LLC Youngstown OH 538 S Canfield Niles Rd",george.buell@allstate.com,,Salesforce
10963238,Inactive Investor,Stephanie Hafter-Lipford,,"Truist Investment Services, Inc. Chapin SC 1301 Chapin Rd",,,Salesforce
9627983,,Valerie Jane,,,eliobeatrice@maginvest.biz,,List import
10884269,Inactive Investor,Nirav Desai,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Managing Member,Qubera Wealth Management Pasadena CA 225 S Lake Ave,nirav@quberawealth.com,,Salesforce
9570981,,James Mitarotonda,,,jmitarotonda@barington.com,,List import
11058794,Inactive Investor,Norman Gilbert,,"J.W. Cole Financial, Inc. Hobe Sound FL 10762 SE Federal Hwy",charles.gilbert@jwcemail.com,,Salesforce
9567120,,Margaret Justus,,,mjustus@hardyreed.com,,List import
11007188,Inactive Investor,Loc Pham,,"Transamerica Financial Advisors, Inc Elk Grove CA 3125 Dwight Rd",loc.pham@tfaconnect.com,,Salesforce
10827087,Inactive Investor,Eric Keller,,"First Command Brokerage Services, Inc.",eckeller@firstcommand.com,,Salesforce
11028430,Inactive Investor,David Kopittke,,"MML Investors Services, LLC Little Rock AR 5312 W Markham St",davidk@financialguide.com,,Salesforce
11255552,Inactive Investor,Connor Flynn,Financial Analyst,"Legacy Capital Wealth Partners, LLC",connorf@legacycapitalwp.com,,Salesforce
10928747,Inactive Investor,Cai Phung,,"Allstate Financial Services, LLC Philadelphia PA 513 Washington Ave",caiphung@allstate.com,,Salesforce
9578166,,ben friedland,,,bfried@ms.com,,List import
11127577,Inactive Investor,Andrew Erickson,Financial Advisor,Edward Jones Winnetka IL 560 Green Bay Rd,andrew.erickson@edwardjones.com,,Salesforce
10828187,Inactive Investor,Carl Tippit,Co-Chairman;President,"Clearstead, Hartland & Co,. LLC",ctippit@clearstead.com,,Salesforce
10957809,Inactive Investor,William Vourlas,Financial Advisor,"Calton & Associates, Inc.",wvourlas@calton.com,,Salesforce
10494283,,Ronald Boyd,"Chief Compliance Officer, Director","Cypress Point Wealth Management, LLC",sboyd@cypress-wealth.com,,List Import
11168548,Inactive Investor,Gabrielle Koch,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9572384,,Dakalo Makhetha,,,makhethadakalo09@gmail.com,,List import
373677,,victor Bert,,[Unknown],vbert@nelsonpope.com,,source
9634904,,John Griggs,,,johng@cslenergy.com,,List import
10758825,Inactive Investor,Andre Michely,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",andre.michely@schwab.com,,Salesforce
11015219,Inactive Investor,Whitwell Kelly,,"Allstate Financial Services, LLC Salem VA 603 Apperson Dr",,,Salesforce
10770497,Inactive Investor,Charles Grohs,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Napa CA 700 Main St,chuck.grohs@morganstanley.com,,Salesforce
10789976,Inactive Investor,Jodine Childs,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",jodi.childs@ml.com,,Salesforce
10931931,Inactive Investor,Diana Wilkerson,Chief Operating Officer;Director - Operations;Regulatory Contact,Transce3nd LLC,dwilkerson@transcendim.com,,Salesforce
10961926,Inactive Investor,Isabel Rivera,,"Northwestern Mutual Investment Services, LLC Kennewick WA 8479 W Clearwater Ave",anthony.rivera@nm.com,,Salesforce
11175956,Inactive Investor,Steven Emmons,Financial Advisor,Thrivent Investment Management Inc. Tyler TX 119 W Charnwood St,steve.emmons@thrivent.com,,Salesforce
144682,,Kimberly Gieseler,,"Cwm, Llc",kgieseler@carsoninstitutional.com,(303) 478-4149,
162349,,Jignesh Upadhyay,,[Unknown],jdnp73@gmail.com,,Organic Search
10888350,Inactive Investor,James Kirkham,,J.P. Morgan Securities LLC Fountain Hills AZ 16744 E Avenue of the Fountains,,,Salesforce
11024342,Inactive Investor,Donnie Iverson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",donnie_iverson@ml.com,,Salesforce
233390,,D -,,D [[Unknown]],clownfrog@gmail.com,,
10838561,Inactive Investor,Sherryl Miles,,LPL Financial LLC Tyler TX 1042 Asher Way,sherryl.miles@lpl.com,,Salesforce
11060162,Inactive Investor,Alan Kantapin,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Norwell MA 141 Longwater Dr,alan.kantapin@morganstanley.com,,Salesforce
10964591,Inactive Investor,Thomas Leddy,,"RBC Capital Markets, LLC Portland ME 100 Commercial St",thomas.leddy@rbccm.com,,Salesforce
10943468,Inactive Investor,Lisa Schebler,,LPL Financial LLC Davenport IA Private Residence,lisa.schebler@lpl.com,,Salesforce
9594786,,Britt Cesarone,,,bcesarone@ponderco.com,,List import
11057525,Inactive Investor,Andreina Scalcucci,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10921963,Inactive Investor,Patrick Ryan,,"Osaic Wealth, Inc. Rochester NY 110 Linden Oaks",,,Salesforce
11044599,Inactive Investor,Christian Garcia,Financial Advisor,Edward Jones West Linn OR 2180 8th Ct,,,Salesforce
10645656,,Robert Wellford,,,robert.wellford@wellsfargoadvisors.com,,List Import
9605789,,Scott Blumenthal,,,sblumenthal@teamemerald.com,,List import
10989877,Inactive Investor,Meng Zhao,,J.P. Morgan Securities LLC San Marino CA 2998 Huntington Dr,meng.zhao@chase.com,,Salesforce
9626752,,Doughwan Kim,,,manythanx@naver.com,,List import
11078335,Inactive Investor,Darryl Elliott,,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",darryl.elliott@ampf.com,,Salesforce
10658034,,Robert Olech,,,rolech@farmersagent.com,,List Import
11189168,Inactive Investor,Jonathan Carroll,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",jonathan.carroll@equitable.com,,Salesforce
190373,,Jonathan Devault,,"Securities America Advisors, Inc.",jonathan.devault@securitiesamerica.com,731-660-6439,product
10823326,Inactive Investor,Mark Stephens,Financial Advisor,"Ameriprise Financial Services, LLC Willowbrook IL 760 Village Center Dr",mark.stephens@ampf.com,,Salesforce
9556530,,Edward DeMarino,,,edemarino@seic.com,,List import
10904860,Inactive Investor,Larry Grapenthin,,"The Leaders Group, Inc.",,,Salesforce
10983835,Inactive Investor,Daniel Dipeso,,"Capital Portfolio Management, Inc.",ddipeso@cpminvestments.com,,Salesforce
11163974,Inactive Investor,Benjamin Reynold,,"TastyTrade, Inc.",,,Salesforce
10915628,Inactive Investor,Michael Schimek,Chief Compliance Officer;Investment Advisor;Partner,"Pinnacle Strategic Wealth Management, LLC.",,,Salesforce
10758428,Inactive Investor,John Donovan,Financial Advisor,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",john.donovanjr@wellsfargoadvisors.com,,Salesforce
9593280,,John Wizboski,,,wizboski@gmail.com,,List import
10932536,Inactive Investor,Norman Cone,,"Osaic Wealth, Inc. Shreveport LA 610 Marshall St",,,Salesforce
11071203,Inactive Investor,Elaine Jolley,,"Cambridge Investment Research, Inc. Raleigh NC 3221 Blue Ridge Rd",,,Salesforce
11177192,Inactive Investor,Robert McCulloch,Director;Vice Chairman;Vice President,Hunter Associates LLC,mcculloch@hunterassociatesinc.com,,Salesforce
11185986,Inactive Investor,Bailey Killough,,SECU Brokerage Services Arden NC 2631 Hendersonville Rd,bailey.killough@ncsecu.org,,Salesforce
10696333,,Mark Bagdon,,Genter Capital,mbagdon@gentercap.com,,List Import
10948470,Inactive Investor,Craig Delman,,"World Capital Brokerage, Inc. Denver CO 1636 Logan St",cdelman@worldcapitalbrokerage.com,,Salesforce
9576179,,Amy Huber,,,amy.huber@broadridge.com,,List import
10900737,Inactive Investor,Nathaniel Buist,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9615178,,Gary Shaffer,,,gary@garyshaffer.net,,List import
9557551,,Eric Quinn,,,eric.quinn@voyafa.com,,List import
11167268,Inactive Investor,Nathaniel Hoffman,,Cetera Advisor Networks LLC Austin TX 2801 Via Fortuna,,,Salesforce
11177906,Inactive Investor,Nicholas Maddern,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,,,Salesforce
11042828,Inactive Investor,Priscilla Brehm,Wealth Advisor,Morton Wealth,pbrehm@mortonwealth.com,,Salesforce
10902775,Inactive Investor,Katherine Kelly,Chief Operating Officer,"Wooster Corthell Wealth Management, Inc. Glastonbury CT 300 Winding Brook Dr",,,Salesforce
10767160,Inactive Investor,Olivia Schulz,,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,olivia.mary.schulz@morganstanley.com,,Salesforce
11231248,Inactive Investor,Nathan Post,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11059468,Inactive Investor,Zachary Leedom,Private Wealth Advisor,WealthSource Los Angeles CA Private Residence,zleedom@wealthsource.com,,Salesforce
11076493,Inactive Investor,Christina Copeland,Principal;Registered Investment Counselor;Senior Portfolio Manager,Conservest Capital Advisors Inc,ccopeland@conservest.com,,Salesforce
11132382,Inactive Investor,Erin Kinney,Investment Advisor,"Arkfeld Wealth Strategies, L.L.C.",erin@arkfeldwealth.com,,Salesforce
10901498,Inactive Investor,Stephanie Watring,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Portland OR 13645 NW Cornell Rd,stephanie.watring@jpmorgan.com,,Salesforce
10874999,Inactive Investor,Robert Scovil,Financial Representative,MWA Financial Services Inc. Pocatello ID 427 N Main St,robert.scovil@mwarep.org,,Salesforce
11147626,Inactive Investor,Sonya Gelb Choeff,Vice President - Investments,"Raymond James & Associates, Inc. Miami Beach FL 1691 Michigan Ave",sonya.gelbchoeff@raymondjames.com,,Salesforce
11212159,Inactive Investor,Alan Ioffredo,Advisor,LPL Financial LLC Lexington MA 57 Bedford St,i.alan@lpl.com,,Salesforce
10617763,,Warren Denardo,,,warren.denardo@wellsfargoadvisors.com,,List Import
10907251,Inactive Investor,Matthew Tenhaaf,Client Service Associate,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,,,Salesforce
10762675,Inactive Investor,Richard Lerner,,"Raymond James Financial Services, Inc. Englewood CO 5600 S Quebec St",richard.lerner@raymondjames.com,,Salesforce
11136353,Inactive Investor,Nicholas Osborn,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,nicholas.osborn@fidelity.com,,Salesforce
1004336,Inactive Investor,Luke Allen,,Luke Allen,lukeallen63@hotmail.com,,3rd Party Lead Gen
10908586,Inactive Investor,Paul Fishman,Financial Advisor,Edward Jones Fresh Meadows NY 18122 Union Tpke,paul.fishman@edwardjones.com,,Salesforce
9614082,,som guy,,,gappuchang@gmail.com,,List import
9550154,,Brent Ericson,,,brent.ericson@gmx.com,,List import
9541315,,anz mz,,,anzzfacebook@gmail.com,,List import
10799876,Inactive Investor,Michael Debbink,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Mequon WI 10528 N Port Washington Rd",michael.b.debbink@rbc.com,,Salesforce
10941082,Inactive Investor,Stuart Barfield,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9619305,,kevin custer,,,kjcuster@gmail.com,,List import
11116512,Inactive Investor,Reid Foreman,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",,,Salesforce
10837552,Inactive Investor,Jeffrey Gibbs,,LPL Financial LLC Springfield IL 939 Clock Tower Dr,jeffrey.gibbs@lpl.com,,Salesforce
10990553,Inactive Investor,William Hepburn,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,bill.hepburn.elxo@statefarm.com,,Salesforce
10801625,Inactive Investor,Benjamin Gillespie,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,benjamin.gillespie@morganstanley.com,,Salesforce
10993424,Inactive Investor,Alex Johnson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",alex.johnson@tdameritrade.com,,Salesforce
10846955,Inactive Investor,Mark Sosey,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Medford OR 2770 Biddle Rd",,,Salesforce
68400,,Joseph McMullen,Wealth Advisor,William Blair,jmcmullen@williamblair.com,312-364-5068,
211113,,Milan Meradi,,[Unknown],milan.meradi@gmail.com,,
10790833,Inactive Investor,John Francini,Director;Managing Director;Partner;Regulatory Contact;Secretary;Senior Vice President,Northeast Investment Management Inc,,,Salesforce
10835436,Inactive Investor,Jimmy Castrillon,Financial Advisor,LPL Financial LLC Freeport NY 210 W Merrick Rd,jimmy.castrillon@lpl.com,,Salesforce
10987149,Inactive Investor,Kaitlyn Nesspor,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",,,Salesforce
10659598,,David Dewitt,,,ddewitt@farmersagent.com,,List Import
10870781,Inactive Investor,Kevin O'Connell,,J.P. Morgan Securities LLC Boston MA 160 Federal St,kevin.oconnell@jpmorgan.com,,Salesforce
10798386,Inactive Investor,Marshall Brown,Financial Advisor,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",marshall.brown@nm.com,,Salesforce
10926999,Inactive Investor,Glegweyn Custodio,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10954272,Inactive Investor,Claudia Schumacher,,"Saybrus Equity Services, LLC Palm Beach Gardens FL Private Residence",cschumacher@saybruspartners.com,,Salesforce
9644743,,Brian Culang,,,brian.culang@eislercapital.com,,List import
10754199,Inactive Investor,Nicholas Coyne,Financial Advisor,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,nicholas.coyne@morganstanley.com,,Salesforce
11047440,Inactive Investor,Timothy Mantyla,Financial Advisor,"Ameriprise Financial Services, LLC Midland MI 104 E Indian St",timothy.mantyla@ampf.com,,Salesforce
9552764,,Sami morad -,,,lahcen.abdelhakem@gmail.com,,List import
9643300,,Steven Young,,,stakimages@gmail.com,,List import
11075895,Inactive Investor,Linda Cook,Advisor;Chief Executive Officer;Founder;Founding Partner;Managing Partner;Regulatory Contact,"Gilbert & Cook, Inc.",llcook@gilbertcook.com,,Salesforce
11002323,Inactive Investor,Braxton Coffey,,J.P. Morgan Securities LLC Harker Heights TX 201 E Central Texas Expy,braxton.coffey@jpmorgan.com,,Salesforce
11053970,Inactive Investor,Jason Seefeld,Financial Advisor,"Ameriprise Financial Services, LLC Lubbock TX 6446 98th St",jason.seefeld@ampf.com,,Salesforce
11174632,Inactive Investor,Kimberly Powell,Financial Advisor,"Ameriprise Financial Services, LLC Cuyahoga Falls OH 2032 Front St",kim.powell@ampf.com,,Salesforce
10935184,Inactive Investor,Maria Politti,Senior Manager,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",,,Salesforce
10759125,Inactive Investor,Cecelia Dugan,Vice President,"Wells Fargo Advisors Financial Network, LLC Wilmington DE 3801 Kennett Pike",cecilia.dugan@wellsfargoadvisors.com,,Salesforce
9634433,,Susan Crotty,,,scrotty@segaladvisors.com,,List import
371928,,dongsu park,,South Korea,pds0228ku@gmail.com,,Salesforce
10603816,,Benjamin Axler,"Chief Investment Officer, Founder, Managing Member, Managing Partner, Regulatory Contact","Spruce Point Capital Management, LLC",baxler@sprucepointcap.com,,List import
11045294,Inactive Investor,Ronald Paul,,"Northwestern Mutual Investment Services, LLC Mulvane KS 1224 SE Louis Dr",ronald.paul@nm.com,,Salesforce
9603892,,HARVEY POTTER,,,harvey.potter@cowen.com,,List import
11093137,Inactive Investor,Christopher Sharkey,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 299 Park Ave,christopher.sharkey@ubs.com,,Salesforce
11095850,Inactive Investor,Carl Carlos,First Vice President,XO Wealth Management,carl@xowealth.com,,Salesforce
172213,,hwijae cho,,[Unknown],jhjwind@naver.com,,
11174229,Inactive Investor,Stephen Dillemuth,Financial Advisor,LPL Financial LLC Stuart FL 740 SE Indian St,stephen.dillemuth@lpl.com,,Salesforce
11061374,Inactive Investor,David Kistner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Coast FL 4850 Belle Terre Pkwy",david.kistner@ml.com,,Salesforce
343122,,Andrew Shannahan,Member,"Knighthead Capital Management, Llc",ashannahan@knighthead.com,212-356-2900,Manual List Upload
10896758,Inactive Investor,Christopher Brennan,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",,,Salesforce
9618364,,Roger Ibbotson,,,r.ibbotson@zebracapm.com,,List import
11088934,Inactive Investor,David Gilmore,Chief Compliance Officer;Financial Advisor;Financial Planner,"Equity Wealth Partners, LLC",david.gilmore@equitywp.com,,Salesforce
10842256,Inactive Investor,Adam Pollack,,LPL Financial LLC Beachwood OH 3750 Park East Dr,adam.pollack@lpl.com,,Salesforce
11024594,Inactive Investor,Whitney Steele,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",whitney.s.steele@nm.com,,Salesforce
10857876,Inactive Investor,Richard Blatter,,Thurston Springer Financial Sun Prairie WI 110 N Grand Ave,rickb@thurstonspringer.com,,Salesforce
11033474,Inactive Investor,Nathan Cook,,"Farmers Financial Solutions, LLC Modesto CA 4260 Sisk Rd",ncook@farmersagent.com,,Salesforce
10839503,Inactive Investor,William Pierce,,"M Holdings Securities, Inc. Greensboro NC 6520 Airport Center Dr",william.pierce@mfin.com,,Salesforce
232255,, -,,[Unknown],christopherkopecky@outlook.com,,
10596169,,d m,,,dmauck@leefin.com,,Web Form Fillout
11008756,Inactive Investor,Steven Candela,,"Kestra Investment Services, LLC Middletown NY 90 Crystal Run Rd",,,Salesforce
9634300,,Pauline Coleman,,,pecoleman2009@gmail.com,,List import
11071901,Inactive Investor,Savanah Rodriguez,,J.P. Morgan Securities LLC San Diego CA 3800 5th Ave,savanah.rodriguez@jpmorgan.com,,Salesforce
11132607,Inactive Investor,John Mccorkle,Senior Relationship Manager,Coons Advisors,jmccorkle@coonsadvisors.com,,Salesforce
11083996,Inactive Investor,Adis Starr,,Key Investment Services LLC Morton WA 291 2nd St,adis.starr@key.com,,Salesforce
10759317,Inactive Investor,David Jaffe,,Citigroup Global Markets Inc.,david.jaffe@citi.com,,Salesforce
10905291,Inactive Investor,Dustin Miller,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,dustin.miller.kyli@statefarm.com,,Salesforce
10828105,Inactive Investor,Robert Nowe,Financial Advisor,"Ameriprise Financial Services, LLC Dublin OH 5860 Venture Dr",robert.t.nowe@ampf.com,,Salesforce
11119914,Inactive Investor,Austin Beard,Wealth Advisor,EP Wealth Advisors Logan UT 632 N Main,abeard@epwealth.com,,Salesforce
11237957,Inactive Investor,Amanda Williams,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",awilliams@performancetrust.com,,Salesforce
10904856,Inactive Investor,Landra Macy,,"Ameriprise Financial Services, LLC Kennewick WA 7139 W Deschutes Ave",,,Salesforce
10969419,Inactive Investor,Brooke Duchaney,Regional Wealth Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,brooke.duchaney@lpl.com,,Salesforce
10791812,Inactive Investor,Joshua Brown,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",joshua.brown@ampf.com,,Salesforce
9545802,,Anthony Alberico,,,anthony.alberico@uboc.com,,List import
9647298,,Jay Berman,,,ava@reallycoollightboxes.com,,List import
11211564,Inactive Investor,Robert Davtyan,,Goldman Sachs & Co.,,,Salesforce
9617283,,Alex Galperin,,,agg@adagecapital.com,,List import
10956108,Inactive Investor,Edward Schuh,Chief Compliance Officer;Managing Member;Managing Partner,Inception Financial Services,edward@inceptionfs.com,,Salesforce
11011263,Inactive Investor,Andrea Youngblood,,"Wells Fargo Clearing Services, LLC",,,Salesforce
157462,,Stephane Cavrois,,[Unknown],scavrois@yahoo.fr,,
10977894,Inactive Investor,Steven Auger,Client Relationship Manager,Santander Securities LLC Windham NH 3 Wall St,steven.auger@santander.us,,Salesforce
9610307,,Ameer Xi-Amaru El,,,xiamaru56@protonmail.com,,List import
10970252,Inactive Investor,Chelsea Smith,Financial Advisor;Retirement Planning Specialist,Physician Family Financial Advisors Inc,chelsea@physicianfamily.com,,Salesforce
9543625,,David Pham,,,dave.pham@transamerica.com,,List import
9570338,,James Kacic,,,jkacic@maiwealth.com,,List Import
11228594,Inactive Investor,Derek Montanye,Relationship Banker,J.P. Morgan Securities LLC Albany NY 2027 Western Ave,,,Salesforce
11198440,Inactive Investor,Raj Solanki,,Cash App Investing LLC,,,Salesforce
10951549,Inactive Investor,Brent Cooper,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11083183,Inactive Investor,David Ray,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,david.ray@ceterainvestors.com,,Salesforce
11202954,Inactive Investor,William Steinberg,Senior Financial Advisor,Kelman Lazarov Inc,,,Salesforce
9551630,,Nico Korf,,,nico@korf.info,,List import
10618604,,John O'Callaghan,,,johno@sigmarep.com,,List Import
11095181,Inactive Investor,Paul Ehrhart,,"Wells Fargo Advisors Financial Network, LLC Wichita KS 8301 E 21st St N",,,Salesforce
10880564,Inactive Investor,Gordon Chen,Private Client Advisor,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,gordon.l.chen@jpmorgan.com,,Salesforce
9588212,,Gregory Phelps,,,greg@griffith-werner.com,,List import
11055061,Inactive Investor,Gregory Rideout,,State Farm VP Management Corp.,,,Salesforce
56253,,Kimber Heaton,President,"Heaton Financial, Pc",kimber@heatonfinancial.net,435-865-9991,Manual List Upload
11118546,Inactive Investor,Mark Ellison,,"Avantax Investment Services, Inc. Richardson TX 100 N Central Expy",,,Salesforce
8480749,,chris holcombe,,baird,cholcombe@rwbaird.com,(410) 926-5228,List Import
10880169,Inactive Investor,Ryan Hegarty,Executive Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ryan.hegarty@jpmorgan.com,,Salesforce
9622756,,james@meidatools.com fonteront,,,james@meidatools.com,,List import
9646753,,Eve Egelhof,,,eve.egelhof@nomura.com,,List import
10823577,Inactive Investor,Haiman Cai,Executive Director - Private Wealth Management;International Client Advisor;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,haiman.cai@morganstanley.com,,Salesforce
11051843,Inactive Investor,Ryan Elkins,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",ryan.elkins@aviorwealth.com,,Salesforce
10811699,Inactive Investor,Ryan Fine,,"Raymond James Financial Services, Inc. Braintree MA 25 Braintree Hill Park",ryan.fine@raymondjames.com,,Salesforce
10759109,Inactive Investor,Luke Brown,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",luke.brown@ml.com,,Salesforce
93955,,Imanreza Imani,,Iran,reza2890@gmail.com,,
10915701,Inactive Investor,Alexander Mata,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10935095,Inactive Investor,Elisabeth Ervin,,"Osaic Wealth, Inc. Fairview TN 1712 Fairview Blvd",,,Salesforce
10801427,Inactive Investor,Ruth Ballard,,Commonwealth Financial Network Cumberland Foreside ME 275 US Rte 1,rballard@commonwealth.com,,Salesforce
10896662,Inactive Investor,Marco Hickey,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ithaca NY 235 S Cayuga St",marco.hickey@ml.com,,Salesforce
347092,,Reese Hughes,Senior Financial Planner,Tsa Management Inc,rhughes@hallidayfinancial.com,516-676-3332,Manual List Upload
10715198,,Trinh Schoon,,,schoontrinh007@proton.me,,Web Form Fillout
11055554,Inactive Investor,Shawn Bradley,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10957532,Inactive Investor,Beau Floyd,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11144987,Inactive Investor,Carrie Stahl,Chief Executive Officer;Chief Operating Officer,210 Financial Morton IL 110 N Main St,carrie@210financial.com,,Salesforce
9630225,,Lucas Baehr,,,monogrog8@gmail.com,,List import
11107817,Inactive Investor,Sheena Culp,Financial Advisor,Wagner Loftin Investment Services LLC,sculp@wlisinvest.com,,Salesforce
11117596,Inactive Investor,Sara Altan Lee,,Vanguard Marketing Corporation,saruulzaya_altansumberel@vanguard.com,,Salesforce
11075670,Inactive Investor,Robert Murphy,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",robert.murphy@equitable.com,,Salesforce
10988254,Inactive Investor,Ladi Phillips,,Edward Jones Olney IL 614 N West St,,,Salesforce
11048831,Inactive Investor,Paul Way,,"Independent Advisor Alliance, LLC Columbia SC 1441 Main St",,,Salesforce
10998252,Inactive Investor,Mayra Zuniga,,Citigroup Global Markets Inc.,,,Salesforce
11136566,Inactive Investor,Jeff Shi,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley New York NY 399 Park Ave,jeff.shi@morganstanley.com,,Salesforce
10617905,,Troy Huber,,,troy.huber@bofa.com,,List Import
10905781,Inactive Investor,Philip Gaucher,,Dominari Securities LLC,philip@dominarisecurities.com,,Salesforce
9546736,,Safra Ducreay,,,corrheag@gmail.com,,List import
11117269,Inactive Investor,David Farmer,,PFS Investments Inc. Houston TX 738 Hwy 6 S,david.farmer@primerica.com,,Salesforce
11003772,Inactive Investor,Melissa Fredericks,,PFS Investments Inc. Alpharetta GA 12600 Deerfield Pkwy,melissakarleenfredericks@primerica.com,,Salesforce
11221203,,Boston Russell,,,boston.russell@cnr.com,,List Import
10524425,,Michael McLoughlin,,,michael@mortgagemegastore.com,,Web Form Fillout
10810919,Inactive Investor,Joseph Longo,Branch Manager;Investment Advisor;Principal;Registered Principal,LPL Financial LLC Troy MI 2855 Coolidge Hwy,joseph.longo@lpl.com,,Salesforce
10878317,Inactive Investor,Holly Kindel,Financial Advisor;Investment Advisor;Investment Advisor Representative;Managing Partner;Regulatory Contact;Wealth Advisor,Prospettiva Financial,holly@prospettivafinancial.com,,Salesforce
11043752,Inactive Investor,Richard Palmer,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Pinehurst NC 7 Villiage Club Ct",rick.palmer@stifel.com,,Salesforce
11142604,Inactive Investor,Paul Zuckerman,Vice President,Stephens Memphis TN 6075 Poplar Ave,pzuckerman@stephens.com,,Salesforce
10848996,Inactive Investor,Lisa Morrow,Senior Registered Associate,Morgan Stanley Woodland Hills CA 21650 Oxnard St,lisa.morrow@morganstanley.com,,Salesforce
9642178,,he shiyu,,,heshiyu520@qq.com,,List import
11124697,Inactive Investor,Karen Newquist,Financial Advisor,Thrivent Investment Management Inc. Madison WI 5250 E Terrace Dr,karen.newquist@thrivent.com,,Salesforce
11082183,Inactive Investor,Robert Carter,Regional Leader,PFS Investments Inc.,r.carter@primerica.com,,Salesforce
11195828,Inactive Investor,Leslie Burton,,"Private Client Services, LLC Appleton WI 4351 W College Ave",lburton@pcsbd.net,,Salesforce
10819742,Inactive Investor,Frances Moley,Financial Consultant,"Equitable Advisors, LLC Overland Park KS 7400 W 110th St",frances.moley@equitable.com,,Salesforce
11016223,Inactive Investor,Fanecia Wiggan,Financial Planner,"Principal Securities, Inc. Huntersville NC Private Residence",wiggan.fanecia@principal.com,,Salesforce
10596513,,Les Meyer,,,llmvienna@gmail.com,,Web Form Fillout
11221694,,Michael Lear,,,mlear@clarfeld.com,,List Import
9607025,,Linda Duessel,,,lduessel@federatedinv.com,,List import
9623318,,Victoriano Abana,,,victoriano.abana@yahoo.com,,List import
10976000,Inactive Investor,Derech Bachmann,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,derech.bachmann@fmr.com,,Salesforce
9609028,,a f,,,aaron565pwns@gmail.com,,List import
11038516,Inactive Investor,Marguerite Knight,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Houma LA 1214 Saint Charles St,marguerite.knight@morganstanley.com,,Salesforce
10926206,Inactive Investor,Richard Goldman,,"Raymond James Financial Services, Inc. Newton Lower Falls MA 2345 Washington St",richard.goldman@raymondjames.com,,Salesforce
10808661,Inactive Investor,Larry Walker,,"Avantax Investment Services, Inc. Loganville GA Private Residence",,,Salesforce
10906838,Inactive Investor,Michael Konzen,Wealth Manager,Creative Planning Keller TX Private Residence,michael.konzen@creativeplanning.com,,Salesforce
127525,,Jen Ade,Office Manager,"Signaturefd, Llc",jennifer.ade@signaturefd.com,404-253-7600,Manual List Upload
11019993,Inactive Investor,Nate Stassen,,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",,,Salesforce
10897846,Inactive Investor,Ryan Burns,Financial Advisor,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,rburns@janney.com,,Salesforce
10486628,,Mark Woods,,Momentum Independent Network Inc.,mark@trimble-batjer.com,,List Import
10989521,Inactive Investor,Trevor Hougardy,Wealth Management Advisor,Maia Wealth,trevor@maiawealth.com,,Salesforce
11007957,Inactive Investor,Nicholas Slavik,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",nicholas.slavik@ml.com,,Salesforce
10885964,Inactive Investor,Matthew Hisey,Financial Advisor;Financial Services Professional;Investment Advisor Representative,"Virtue Capital Management, LLC Brunswick OH 2888 Nationwide Pkwy",,,Salesforce
11234320,Inactive Investor,Julie Nawrocki,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Red Bank NJ 125 Half Mile Rd",julie.nawrocki@benjaminfedwards.com,,Salesforce
10811326,Inactive Investor,Edward Sudzina,Regional Director,"Raymond James & Associates, Inc. Clarkston MI 20 W Washington St",edward.sudzina@raymondjames.com,,Salesforce
11065406,Inactive Investor,Gary Condreay,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",gary.condreay@tfaconnect.com,,Salesforce
11230011,Inactive Investor,Gabrielle Tayag,,NYLIFE Securities LLC Manchester NH 1155 Elm St,gltayag@ft.newyorklife.com,,Salesforce
11079267,Inactive Investor,Frank Mirabella,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",frank_mirabellajr@ml.com,,Salesforce
10828680,Inactive Investor,Ronald Raines,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Spartanburg SC 135 N Church St,rraines@janney.com,,Salesforce
10874973,Inactive Investor,Dennis Brown,Financial Advisor,Edward Jones Metairie LA 3501 N Causeway Blvd,dj.brown@edwardjones.com,,Salesforce
11064991,Inactive Investor,Drake Medeiros,,"Raymond James Financial Services, Inc. Santa Rosa CA 2500 Mendocino Ave",drake.medeiros@raymondjames.com,,Salesforce
11076812,Inactive Investor,Naomi Deaton,,"N.I.S. Financial Services, Inc.",,,Salesforce
87872,,David Simmons,Client Advisor,"SunTrust Advisory Services, Inc.",david.w.simmons@suntrust.com,404-813-2003,
186490,,Mauricio Guzman,,[Unknown],maugs1707@gmail.com,,source
11110085,Inactive Investor,Marshall Ames,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Saint Petersburg FL 100 2nd Ave S",marshall.ames@rbc.com,,Salesforce
9635640,,Willa Kaufman,,,willakaufman@heronwealth.com,,List import
10761482,Inactive Investor,Michael Sepulveda,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",michael_sepulveda@ml.com,,Salesforce
9566908,,han Win,,,bhantun@gmail.com,,List import
9546543,,Tomohiro Horikoshi,,,thorikoshi@ctc-america.com,,List import
9611447,,Erica Ellis,,,erica@growintentionally.com,,List import
11119712,Inactive Investor,Sean Wickersham,,"The Leaders Group, Inc.",sean.wickersham@leadersgroup.net,,Salesforce
9615323,,Mark -,,,mbs6319@gmail.com,,List import
9617290,,R leezy,,,rleezy4@yahoo.com,,List import
11069000,Inactive Investor,Deanna Yu,,"First Citizens Investor Services, Inc. Pasadena CA 75 N Fair Oaks Ave",deanna.yu@firstcitizens.com,,Salesforce
10862210,Inactive Investor,Douglas Saksa,Chief Compliance Officer,Pegasus Investment Management LLC,,,Salesforce
11098641,Inactive Investor,Ira Cohen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bakersfield CA 9201 Camino Media,ira.cohen@ubs.com,,Salesforce
10871515,Inactive Investor,Patrick Boland,,LPL Financial LLC Neenah WI 1977 American Dr,patrick.boland@lpl.com,,Salesforce
10987082,Inactive Investor,Andrew Demartino,,NYLIFE Securities LLC Albany NY 1031 Watervliet Shaker Rd,ademartino@ft.newyorklife.com,,Salesforce
10510065,,Dhruv Vig,CEO,"Langar Investment Management, LLC",dhruv@langarholdings.com,,List Import
9578018,,colin rogero,,,colin@76words.com,,List import
11160856,Inactive Investor,William Sharp,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,bill.sharp@fmr.com,,Salesforce
10803290,Inactive Investor,David Holmes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,david.holmes@fidelity.com,,Salesforce
6116088,,pop lop,,,doporay884@themesw.com,,Web Form Fillout
11159190,Inactive Investor,Richard Darling,,NYLIFE Securities LLC Lubbock TX 6121 79th St,rdarling@ft.newyorklife.com,,Salesforce
9597697,,Dory Wiley,President And Managing Partner,Commerce Street Investment Management,dwiley@cstreetholdings.com,,List import
9546013,,Reginald Bell,,,rbellthecloser@gmail.com,,List import
9647864,,Michael Petyak,,,mpetyak@oakmontfp.com,,List import
11030306,Inactive Investor,Christopher Saras,,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",saras_christopher@nlvmail.com,,Salesforce
9640221,,Kristin LaPlante,,,klaplante@webster-ma.gov,,List import
11074705,Inactive Investor,Richard Kaczmarski,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",rkaczmarski@tiaa-cref.org,,Salesforce
10783296,Inactive Investor,Mark Smelser,,J.P. Morgan Securities LLC Houston TX 712 Main St,mark.e.smelser@chase.com,,Salesforce
11184563,Inactive Investor,George Klima,Investment Advisor,Park Avenue Securities LLC Wayzata MN 222 Minnetonka Ave S,,,Salesforce
10767653,Inactive Investor,Steven Egan,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,steve.egan@opco.com,,Salesforce
11016062,Inactive Investor,Gregory Rosner,Managing Partner;Market Vice President,49 Financial Charlotte NC 1213 W Morehead St,greg.rosner@49financial.com,,Salesforce
10980121,Inactive Investor,Jason Kiyosaki,,"DFPG Investments, LLC Honolulu HI 1001 Bishop St",,,Salesforce
10877103,Inactive Investor,Anastasia Gerasimova,Registered Client Associate,D.A. Davidson & Co. Grand Junction CO 360 W Park Dr,,,Salesforce
10974806,Inactive Investor,Jessica Couvillion,,"Independent Financial Group, LLC Marksville LA 458 Acton Rd",,,Salesforce
11161087,Inactive Investor,William Pittman,,"Osaic Wealth, Inc. Clarksville TN Private Residence",,,Salesforce
9548821,,Wei Li,,,li_wei@nlvmail.com,,List import
10994026,Inactive Investor,Alicia De Paz Elias,,J.P. Morgan Securities LLC Eden Prairie MN 928 Prairie Center Dr,alicia.de-paz-elias@jpmorgan.com,,Salesforce
10944422,Inactive Investor,Nathan Anderberg,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10995505,Inactive Investor,Shannon Hartman,,PFS Investments Inc. Bozeman MT 1807 W Dickerson St,shartman.19khb@primerica.com,,Salesforce
10775227,Inactive Investor,Penelope Turnbow,Chief Compliance Officer;Chief Legal Counsel;Chief Legal Officer;Vice President,"Capital Markets IQ, LLC",pt@capitalmarketsiq.com,,Salesforce
120533,,Roxanne Fleszar,"Chief Compliance Officer, President",Financial Resources Management Corp,roxanne@financial-management.com,,
11065062,Inactive Investor,William Wildman,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Paul MN 1071 Grand Ave",william.wildman@usbank.com,,Salesforce
11008292,Inactive Investor,Marilyn Graham,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,mgraham.79yrt@primerica.com,,Salesforce
11109434,Inactive Investor,Letricia Preston,,"InSight Securities, Inc. El Paso TX 701 Post Oak Ct",lpreston@insightamericas.net,,Salesforce
11070660,Inactive Investor,Stuart Kahn,Financial Advisor,LPL Financial LLC Bala Cynwyd PA 555 E City Line Ave,stuart.kahn@lpl.com,,Salesforce
9640440,,Nancy Bernier,,,nbernier@alexandriacapital.com,,List import
9569638,,jason fairchild,,,jason.fairchild@gmail.com,,List import
9618876,,Michael Dechert,,,mdechert@faralloncapital.com,,List import
11054889,Inactive Investor,Angella Wright,Portfolio Associate,Morgan Stanley Denver CO 1550 Market St,angella.carr@morganstanley.com,,Salesforce
11168592,Inactive Investor,Vincent Pastina,,J.P. Morgan Securities LLC New York NY 277 Park Ave,vincent.b.pastina@jpmorgan.com,,Salesforce
9877025,,Dieter Van Rossem,,,dieter.van.rossem@gmail.com,,Web form fillout
11067554,Inactive Investor,Fernando Degracia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,fernando.degracia@fidelity.com,,Salesforce
9600632,,Long Tran,,,ltran@missionwealth.com,,List import
9620955,,Pian Liu,,,pian.liu911@gmail.com,,List import
10773179,Inactive Investor,Christopher Fox,Director - Alternative Investments;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Indianapolis IN 111 Monument Cir,cmatthew.fox@morganstanley.com,,Salesforce
9546159,,Peter Tang,,,peter.tang@tfaconnect.com,,List import
197104,,Josiah Moore,,[Unknown],josiahtopman9@gmail.com,,Direct
11166814,Inactive Investor,Charles Woods,,PFS Investments Inc. Tulsa OK 7666 E 61st St,charleswilliamwoods@primerica.com,,Salesforce
10791919,Inactive Investor,David Aamoth,Financial Advisor,Edward Jones Crookston MN 2015 Sahlstrom Dr,david.aamoth@edwardjones.com,,Salesforce
11071768,Inactive Investor,Joshua Johnsrud,,"Cambridge Investment Research, Inc. Wichita KS 3500 N Rock Rd",,,Salesforce
9627540,,La William,,,wh578399@gmail.com,,List import
87321,,Rene Bongiorni,,United States,rbongiorni@icloud.com,,
11042169,Inactive Investor,Nashoba Bailey,Investment Associate,"Osaic Wealth, Inc. Citrus Heights CA 7509 Madison Ave",,,Salesforce
119729,,Joshua Stork,Financial Advisor,"MML Investors Services, LLC",jstork@financialguide.com,503-221-1211,
10976303,Inactive Investor,Nicholas Knudsen,Financial Planner,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",nick.knudsen@prudential.com,,Salesforce
11000299,Inactive Investor,Erick Bunch,,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",erick.bunch@prudential.com,,Salesforce
9631715,,Myra Loh,,,myra@kyber.network,,List import
11082858,Inactive Investor,Brandon Dalgarno,,"Avantax Investment Services, Inc. Carlsbad CA 2725 Jefferson St",,,Salesforce
10785358,Inactive Investor,Maria Heredia,Financial Advisor,Edward Jones Winter Springs FL 1706 Town Plaza Ct,maria.fair@edwardjones.com,,Salesforce
9571170,,Kathleen Bernatzky,,,kathy.bernatzky@suntrust.com,,List import
10801819,Inactive Investor,Michael Puleo,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,michael.j.puleo@morganstanley.com,,Salesforce
10794670,Inactive Investor,Samuel Sandler,President;Regulatory Contact,SOL Capital Management Co,ssandler@sol-capital.com,,Salesforce
11094787,Inactive Investor,Mark Nickles,Financial Advisor,PFG Advisors Phoenix AZ 15458 N 28th Ave,,,Salesforce
11099585,Inactive Investor,Paul White,Vice President,"Berkeley, Inc Boise ID 6001 W State St",,,Salesforce
11211282,Inactive Investor,Ying Cheng,,"Wells Fargo Clearing Services, LLC Clackamas OR 12072 SE Sunnyside Rd",ying.cheng@wellsfargoadvisors.com,,Salesforce
10805127,Inactive Investor,Tracy Jackson,Senior Vice President;Wealth Advisor,Morgan Stanley Enid OK 721 W Broadway Ave,t.kevin.jackson@morganstanley.com,,Salesforce
11188727,Inactive Investor,Gary Owens,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
10808693,Inactive Investor,Joshua Carlson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10966552,Inactive Investor,Jarrod Null,Investment Advisor Representative;Retirement Planner,"SageGuard Financial Group, LLC",,,Salesforce
11048758,Inactive Investor,Steven Simpson,Chief Compliance Officer;Managing Partner,"CoastEdge Partners, LLC",steve@coastedge.com,,Salesforce
10825573,Inactive Investor,Kenneth Harpe,Financial Professional,"MML Investors Services, LLC Chattanooga TN 100 W Martin Luther King Blvd",kgharpe@financialguide.com,,Salesforce
11126899,Inactive Investor,Armando Romano,,"Allstate Financial Services, LLC Shrub Oak NY 1500 E Main St",armandoromano@allstate.com,,Salesforce
10910088,Inactive Investor,Dustin Abels,,LPL Financial LLC Forest City IA 205 S Clark St,dustin.abels@lpl.com,,Salesforce
11202945,Inactive Investor,Fernando Font,Chief Administrative Officer,"Fairholme Capital Management, L.L.C. Miami FL 2601 NE 2nd Ave",,,Salesforce
10657883,,Derek Hartmann,,,derek.hartmann@lpl.com,,List Import
40342,,Scott Russell,,Lincoln Financial Advisors Corporation,scott.russell@lfg.com,201-556-4502,
11050436,Inactive Investor,David Risgaard,Managing Director,North Star Asset Management Inc,drisgaard@northstarinvestments.com,,Salesforce
11003912,Inactive Investor,Nelsys Pereira,,J.P. Morgan Securities LLC Hialeah FL 14045 NW 67th Ave,nelsys.pereira@chase.com,,Salesforce
11189496,Inactive Investor,Omar Sainz,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",omar.sainz@usbank.com,,Salesforce
10881081,Inactive Investor,Kale Hanson,President,"Open Range Financial Group, LLC",kalehanson@or-fg.com,,Salesforce
11093103,Inactive Investor,Stephen West,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Salisbury NC 1817 E Innes St",stephen.west@wellsfargoadvisors.com,,Salesforce
10908702,Inactive Investor,Comrado Baro,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,comrado.baro@primerica.com,,Salesforce
11191512,Inactive Investor,Marcello Pesce,,"Wheelhouse Advisory Group, LLC",,,Salesforce
11078244,Inactive Investor,Alicia Puccini,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",alicia.puccini@nm.com,,Salesforce
10899453,Inactive Investor,Dusty Sargent,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",dusty.sargent@schwab.com,,Salesforce
11156152,Inactive Investor,Joseph Iacono,Financial Consultant,"Equitable Advisors, LLC Springfield IL 3161 W White Oaks Dr",joseph.iacono@equitable.com,,Salesforce
54886,,Joseph Wexler,,"MML Investors Services, LLC",jwexler@financialguide.com,973-237-0100,
11124918,Inactive Investor,Jennifer Sullivan,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11201082,Inactive Investor,Marsha Mathis,Senior Relationship Manager,"Principal Securities, Inc. Midlothian VA Private Residence",mathis.marsha@principal.com,,Salesforce
10758514,Inactive Investor,Phillip Newell,Director;Executive Vice President,Breckinridge Capital Advisors Inc,pnewell@breckinridge.com,,Salesforce
11123785,Inactive Investor,Ryan Grogan,Client Service Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,ryan.grogan@jpmorgan.com,,Salesforce
11170513,Inactive Investor,Alana Woolison,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11132908,Inactive Investor,Jonathan Stanley,Financial Advisor,Edward Jones Myrtle Beach SC 4999 Carolina Forest Blvd,jonathan.stanley@edwardjones.com,,Salesforce
10890030,Inactive Investor,Vincent Hylka,Financial Planner,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",vincent.hylka@prudential.com,,Salesforce
10840858,Inactive Investor,David Sleeter,Portfolio Manager;Vice President,Ruggaard & Associates Chicago IL 171 N Aberdeen St,david@ruggaard.net,,Salesforce
9607559,,Paulette Greenwell,,,paulette@roffmanmiller.com,,List import
10974986,Inactive Investor,Todd Murphy,Financial Advisor,"Equitable Advisors, LLC Shelton CT 3 Corporate Dr",todd.murphy@equitable.com,,Salesforce
10834054,Inactive Investor,Jeffrey Brausch,Financial Advisor,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",jeffrey.brausch@rbc.com,,Salesforce
10941513,Inactive Investor,James Ruggiero,Client Associate,"Wells Fargo Clearing Services, LLC Bedminster NJ 550 Hills Dr",,,Salesforce
11125497,Inactive Investor,Joseph Wind,Financial Advisor,Edward Jones Charlotte NC 305 N Caswell Rd,joe.wind@edwardjones.com,,Salesforce
10950738,Inactive Investor,Pamela Adkins,Financial Consultant,"Ameriprise Financial Services, LLC Monticello IL 201 W Main St",pamela.adkins@ampf.com,,Salesforce
11158229,Inactive Investor,Alicia Alvarez,,Kovack Securities Inc. Fort Lauderdale FL 1560 Sawgrass Corporate Pkwy,alicia@kovacksecurities.com,,Salesforce
10914897,Inactive Investor,Ana Lopez,,J.P. Morgan Securities LLC Miami FL 355 Alhambra Cir,ana.lopez2@chase.com,,Salesforce
10964488,Inactive Investor,Tyler Holt,,Edward Jones Riverside CA 21803 Cactus Ave,,,Salesforce
11204201,Inactive Investor,Jason Danforth,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",jason.danforth@nm.com,,Salesforce
237767,, -,,[[Unknown]],pearlmanleslie@gmail.com,,
10968395,Inactive Investor,Tabitha Costanza,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",tcostanza@firstcommand.com,,Salesforce
10930319,Inactive Investor,Tammie Pero,,"Allstate Financial Services, LLC Carrollton GA 102 Trojan Dr",tammieperolyle@allstate.com,,Salesforce
9643224,,hdhe hydj,,,jyfb@nfvf.com,,List import
9550736,,Bella Maia,,,bellamaia918@gmail.com,,List import
10510689,,Shachi Merchant,,Exchange Traded Concepts,shachi@exchangetradedconcepts.com,,List Import
11108435,Inactive Investor,Richard Boss,Managing Member;Owner;Principal,Table Rock Financial Planning,rick.boss@tablerockfinancial.com,,Salesforce
11118872,Inactive Investor,Robert Brennan,,SECU Brokerage Services Fuquay Varina NC 404 Old Honeycutt Rd,rob.brennan@ncsecu.org,,Salesforce
6780739,,mohammad shihab,,,princemaksudjr@gmail.com,,Web Form Fillout
10793046,Inactive Investor,Richard Joyce,,The Huntington Investment Company Rocky River OH 19975 Center Ridge Rd,richard.joyce@huntington.com,,Salesforce
11176866,Inactive Investor,Emily Farrior,,"Sanctuary Securities, Inc. Montgomery AL 4137 Carmichael Rd",efarrior@sanctuarywealth.com,,Salesforce
11223903,,[Unknown],,,fredbuluku@formalbusinss-solution.com,,List Import
10810814,Inactive Investor,John Trapp,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Columbus OH 800 Yard St,jctrapp@rwbaird.com,,Salesforce
10978522,Inactive Investor,Terrence Purnell,,"Allstate Financial Services, LLC Garland TX 3927 Broadway Blvd",terrencepurnell@allstate.com,,Salesforce
11018822,Inactive Investor,Debra Schatzki,Founder;Managing Member;Principal;Regulatory Contact,"BPP Wealth Solutions, LLC",dschatzki@bppwealth.com,,Salesforce
11155514,Inactive Investor,Petr Beloborodyy,,J.P. Morgan Securities LLC Ephrata WA 109 W Division Ave,petr.beloborodyy@jpmorgan.com,,Salesforce
11170965,Inactive Investor,Kenneth Hahn,,Cetera Advisor Networks LLC East Peoria IL 2405 N Main St,,,Salesforce
10927691,Inactive Investor,James Baker,,Citigroup Global Markets Inc.,,,Salesforce
10619169,,Craig Morgan,,,cj.morgan@benjaminfedwards.com,,List Import
10850314,Inactive Investor,Jaime Cavazos,Financial Advisor;Wealth Consultant,IWC Financial Planning,jaime.cavazos@iwcteam.com,,Salesforce
10778331,Inactive Investor,Kevin Reavey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",kevin.reavey@ml.com,,Salesforce
10867359,Inactive Investor,Harrison Art,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,harrison.art@fidelity.com,,Salesforce
10889409,Inactive Investor,Misty Lawson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",misty.lawson@schwab.com,,Salesforce
11162887,Inactive Investor,Gregg Duswalt,,Morgan Stanley,,,Salesforce
9559988,,Thomas Bonito,,,tbonito@sagepointadvisor.com,,List import
1001276,Inactive Investor,Alex Sunnarborg,,Tetras Capital,alexsunnarborg@gmail.com,,3rd Party Lead Gen
11054656,Inactive Investor,Michael Julian,Financial Advisor;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,michael.julian@morganstanley.com,,Salesforce
11085317,Inactive Investor,David Litman,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",david.n.litman@wellsfargoadvisors.com,,Salesforce
10891225,Inactive Investor,Ralph Sgammato,Representative,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,ralph.sgammato@primerica.com,,Salesforce
9646393,,John Dash,,,catshitone148@gmail.com,,List import
9595050,,Jonathan Gussick,,,j.gussick@themathergroup.com,,List import
11032545,Inactive Investor,Laszlo Fodor,Financial Advisor,"Wells Fargo Clearing Services, LLC Hudson WI 600 2nd St",laszlo.fodor@wellsfargo.com,,Salesforce
9576348,,Quang Nguyen Danh,,,quangndvimefulland@gmail.com,,List import
10656647,,Adrian Byrd,,,adrian.byrd@fmr.com,,List Import
11036233,Inactive Investor,Michael Worden,Financial Consultant,"Osaic Institutions, Inc. Lyndonville VT 62 Broad St",,,Salesforce
10647290,,Angel Kelchen,,,angel.kelchen@edwardjones.com,,List Import
10810107,Inactive Investor,Cynthia Mason,Chief Financial Officer,"Index Fund Advisors, Inc.",cindy@ifa.com,,Salesforce
11125206,Inactive Investor,Tanner Sandbakken,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
139431,,John Brown,,Madison Asset Management,johnb@madisonadv.com,608-274-0300,
10911102,Inactive Investor,Joshua Lebson,,Fidelity Brokerage Services LLC,joshua.lebson@fmr.com,,Salesforce
11134184,Inactive Investor,Daniel McMullen,,Leerink Partners LLC,daniel.mcmullen@leerink.com,,Salesforce
200758,,You grayscale,,[Unknown],starsplanetssky@gmail.com,,source
5909261,,Dorothy Klein,,,Dorothyklein28@gmail.com,,Web form fillout
10885976,Inactive Investor,Daniel Monson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10847377,Inactive Investor,Maria Bezerra,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10934768,Inactive Investor,Kevin Handley,,Ages Financial Services Ltd.,,,Salesforce
10902393,Inactive Investor,Ian Harrison,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9565406,,Pamela Mellegaard,,,pam.mellegaard@thrivent.com,,List import
9602259,,Mark Nerud,,,mark.nerud@jackson.com,,List import
9614669,,Megan Blazek,,,meganpblazek@rhyta.com,,List import
4456298,,Vivian Yap,,,hellovivi@live.com,,Web form fillout
9592954,,DUC DANG,,,ducdh.tqgvn@gmail.com,,List import
11144370,Inactive Investor,Theresa Bruce,,Key Investment Services LLC Latham NY 767 New Loudon Rd,theresa_bruce@keybank.com,,Salesforce
11058597,Inactive Investor,Robert Frankowiak,,J.P. Morgan Securities LLC Dallas TX 10729 Preston Rd,robert.c.frankowiak@chase.com,,Salesforce
9560379,,Nickolas Roeder,,,nickolas.roeder@fmr.com,,List import
10789210,Inactive Investor,Everett Freeberg,,"Cambridge Investment Research, Inc. Washington IL 1196 Dieble Rd",ev.freeberg@cambridgeresource.com,,Salesforce
10995828,Inactive Investor,Arthur Valentine,,Fidelity Brokerage Services LLC Parker CO 8785 N Awl Rd,,,Salesforce
10783695,Inactive Investor,Rullen Pahimulin,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11010657,Inactive Investor,Sean Rouse,,"U.S. Bancorp Investments, Inc. Alameda CA 2424 Santa Clara Ave",,,Salesforce
10858332,Inactive Investor,Michael White,Financial Consultant,LPL Financial LLC Vacaville CA 11 Cernon St,michael.white@lpl.com,,Salesforce
11098286,Inactive Investor,Beverly Tilbury,,PFS Investments Inc. Portland OR 7360 SW Hunziker Rd,beverly.tilbury@primerica.com,,Salesforce
9581076,,Ashante Johnson,,,dankail@att.net,,List import
10876274,Inactive Investor,Edward Gipson,Financial Advisor;Founder,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",edward.gipson@nm.com,,Salesforce
11211157,Inactive Investor,Wendy Stolcis,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",wendy.a.stolcis@wellsfargoadvisors.com,,Salesforce
11039292,Inactive Investor,James Wells,Branch Manager;First Vice President,Morgan Stanley Memphis TN 6410 Poplar Ave,madison.wells@morganstanley.com,,Salesforce
10962986,Inactive Investor,Mark Kozub,,Mutual of America Securities LLC,mark.kozub@mutualofamerica.com,,Salesforce
6244288,,Scott Stur,,,emailnh2005@yahoo.com,,Web Form Fillout
9614696,,Patrick McDougall,,,patrick.j.mcdougall@gmail.com,,List import
11061223,Inactive Investor,Edward Cehelsky,Financial Advisor,"Hornor, Townsend & Kent, LLC Venetia PA 113 Justabout Rd",ecehelsky@htk.com,,Salesforce
10878012,Inactive Investor,Samira Memic,Registered Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,samira.memic@morganstanley.com,,Salesforce
11111551,Inactive Investor,Stephen Harrison,Financial Advisor,LPL Financial LLC Richmond VA 9100 Arboretum Pkwy,stephen.harrison@lpl.com,,Salesforce
10783651,Inactive Investor,James Cornett,,"Packerland Brokerage Services, Inc. White House TN 1036 Stearman Dr",james_cornett@packerlandbrokerage.com,,Salesforce
11198915,Inactive Investor,Michelle Benaderet,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11021357,Inactive Investor,Steven Milvet,Financial Advisor,Robert W. Baird & Co. Incorporated Akron OH 3875 Embassy Pkwy,smilvet@rwbaird.com,,Salesforce
48721,,James Stahl,"Chief Compliance Officer, Founder, Owner",Stahlvest,jgstahl@stahlvest.us,307-722-2750,
10812182,Inactive Investor,Thomas Fledderman,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Saint Marys PA 357 Brusselles St",fleddermant@stifel.com,,Salesforce
10776622,Inactive Investor,Michael McHugh,Senior Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,mmchugh@rwbaird.com,,Salesforce
10878454,Inactive Investor,Glen Allen,Financial Advisor;Regulatory Contact,"Del-Sette Capital Management, LLC",,,Salesforce
9615118,,Carlos Matos,,,cmatos.android@gmail.com,,List import
232087,, -,,[[Unknown]],1656895848@qq.com,,
11044921,Inactive Investor,Bryan Lerner,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",bryan.a.lerner@ml.com,,Salesforce
9635658,,Jennifer Schoen,,,jennifer@gemspring.com,,List import
11110199,Inactive Investor,Mark Royal,Owner;Registered Principal;Regulatory Contact,Royal Financial,mcroyal@royalplanners.com,,Salesforce
9628187,,Ronald Paulos,,,ronald.paulos@ml.com,,List import
11168917,Inactive Investor,Bryan Breeding,Financial Advisor,"Pruco Securities, LLC. Wilmington NC 201 N Front St",bryan.breeding@prudential.com,,Salesforce
11167634,Inactive Investor,Jason Steeber,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",jason.steeber@ml.com,,Salesforce
11157640,Inactive Investor,Theresa Guerini,,LPL Financial LLC Independence OH 4401 Rockside Rd,theresa.guerini@lpl.com,,Salesforce
149385,,Johnny Thompson,,[Unknown],johnnythompsonre@gmail.com,,
10781382,Inactive Investor,Eric Carlson,,"Principal Securities, Inc.",carlson.eric.a@principal.com,,Salesforce
9557861,,DMITRI BRODKIN,,,dbrodkin@aol.com,,List import
10977708,Inactive Investor,Matthew Kelsey,,Cetera Financial Specialists LLC Camillus NY 240 Township Blvd,,,Salesforce
9574820,,Hani E,,,hanster24+zoom@gmail.com,,List import
9618088,,Morgan Ramsey,,,morgan@pfmlp.com,,List import
10610319,,deorio Flo,,,floshouseofbeauty@gmail.com, +1 507 723 8874,Web Form Fillout
8480941,,Adam Kleiman,,MayTech Global,adam.kleiman@gmail.com,,List Import
10830441,Inactive Investor,Dennis Tygart,,Cetera Investment Services LLC Atlanta GA 121 W Paces Ferry Rd NW,,,Salesforce
9645970,,James Lee,,,tgjtlee@gmail.com,,List import
11005365,Inactive Investor,Ronald Todd,,"Allstate Financial Services, LLC Lakeland FL 3674 Harden Blvd",ronaldtodd@allstate.com,,Salesforce
10777051,Inactive Investor,Joseph Petty,Branch Manager;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Chattanooga TN 1101 Broad St",ward.petty@benjaminfedwards.com,,Salesforce
10981686,Inactive Investor,Aline Padberg-Rosen,,"Charles Schwab & Co., Inc. Encino CA 16000 Ventura Blvd",eline.padbergrosen@schwab.com,,Salesforce
11190260,Inactive Investor,Anthony Panzeca,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
372232,,Sanjeev Nair,,United Kingdom,sanjeev.x.nair@gmail.com,,Salesforce
11153456,Inactive Investor,Elizabeth McKenney,,"Cambridge Investment Research, Inc. Cape Elizabeth ME 11 Headland Ln",,,Salesforce
10781159,Inactive Investor,Thomas Landers,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,thomas.landers@gs.com,,Salesforce
9636469,,Nicholas Ross,,,nicholas.ross@alphastarcm.com,,List import
10874313,Inactive Investor,Katherine Engel,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Napa CA 700 Main St",,,Salesforce
11053520,Inactive Investor,Brian Simpson,Chief Compliance Officer;Owner;President,"Integrity Wealth Management, Inc.",brian.simpson@integritywm.net,,Salesforce
11086937,Inactive Investor,Darin Mundy,,"Saybrus Equity Services, LLC Camas WA 2136 Division St",dmundy@saybruspartners.com,,Salesforce
208316,,susan crew,,[Unknown],esoterictradingsolutions@gmail.com,,Other
10884979,Inactive Investor,Renata Jaskiewicz,,LPL Financial LLC San Diego CA 555 W Beech St,renata.jaskiewicz@lpl.com,,Salesforce
10813506,Inactive Investor,Irene Yu,,"Raymond James & Associates, Inc. Honolulu HI 1001 Bishop St",irene.yu@raymondjames.com,,Salesforce
11163028,Inactive Investor,Paul Lytle,,Lytle Investments,paul@lytleinvestments.com,,Salesforce
10780747,Inactive Investor,Stephen Von Clausburg,Financial Advisor,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",steve.vonclausburg@wellsfargoadvisors.com,,Salesforce
350378,,Tom Welsh,"Consultant, Hirtle, Callaghan & Co.",Illinois Institute of Technology Endowment,twelsh@hirtlecallaghan.com, +1 610 828 7200,Database Upload
11033144,Inactive Investor,Eduardo Guajardo,Analyst - Relationship Management;Assistant Vice President;Investment Management Specialist,Morgan Stanley San Antonio TX 7600 Broadway,eduardo_guajardo@ml.com,,Salesforce
11060898,Inactive Investor,Brock Barnes,Financial Advisor,LPL Financial LLC Lubbock TX 4906 Lakeridge Dr,brock.barnes@lpl.com,,Salesforce
11059581,Inactive Investor,Kelly Wilkinson,,J.P. Morgan Securities LLC Granbury TX 1051 E US Hwy 377,kelly.wilkinson@jpmorgan.com,,Salesforce
9616700,,Calvin Hori,,,calvin@horicapital.com,,List import
9553786,,Christopher Crull,,,christopher.crull@53.com,,List import
11115642,Inactive Investor,Peter Palmer,,Fidelity Brokerage Services LLC Franklin TN 4031 Aspen Grove Dr,peter.palmer@fidelity.com,,Salesforce
9582144,,Shawn Glogowski,,,sglogowski@gcwcapital.com,,List import
145189,,Samuel Friedman,,[Unknown],sam.friedman@gmail.com,,source
11148977,Inactive Investor,Benjamin Plyler,,"Wells Fargo Clearing Services, LLC Carmel CA 26600 Carmel Center Pl",,,Salesforce
186542,,Joseph Berg,,[Unknown],joseph.berg07@gmail.com,,source
11098025,Inactive Investor,Alexandra Burke,Founder;Member,"Focus Financial, LLC",,,Salesforce
10881351,Inactive Investor,Kerri Llewellyn,,Cetera Investment Services LLC Monroeville PA 4220 William Penn Hwy,kerri.llewellyn@ceterais.com,,Salesforce
10785526,Inactive Investor,John Vaughn,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",john.vaughn@ml.com,,Salesforce
9466595,,Richard Wall,,Richard Andrew Wall,r.andrew.wall@gmail.com,,List Import
11073402,Inactive Investor,Geoffrey Voigt,Financial Advisor,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",jeff.voigt@wellsfargoadvisors.com,,Salesforce
10796407,Inactive Investor,David Elmore,Financial Advisor,LPL Financial LLC Waynesboro VA 222 S Wayne Ave,david.elmore@lpl.com,,Salesforce
11115294,Inactive Investor,Conan Ayala,Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,conan.ayala@ubs.com,,Salesforce
11138833,Inactive Investor,John Mawson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",john_mawsoniii@ml.com,,Salesforce
9567579,,Tejpartap Dhami,,,dhami.tej@gmail.com,,List import
341208,,Andrea Borges,Investment Associate,Corrigan Financial Inc,aborges@corriganfinancialinc.com,401-849-9313,Manual List Upload
11059881,Inactive Investor,Wayne Jones,Relationship Manager,TD Private Client Wealth LLC Marlton NJ 336 Marlton Pike W,todd.jones@td.com,,Salesforce
9574346,,Kevin McPhee,,,kmcphee@acpweb.com,,List import
124489,,Ryan Monette,"Financial Advisor, Assigned Planner",Savant Wealth Management,rmonette@savantcapital.com,(815) 227-0300,
10794706,Inactive Investor,Valerie Lutjens,,"Register Financial Associates, Inc.",,,Salesforce
11166391,Inactive Investor,Danielle Pillman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,danielle.pillman@fidelity.com,,Salesforce
10810390,Inactive Investor,Mark Serruto,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,mark.serruto@ubs.com,,Salesforce
10931884,Inactive Investor,Brandon Standberry,,PFS Investments Inc. Maryland Heights MO 11705 Dorsett Rd,brandon.standberry@primerica.com,,Salesforce
9544423,,Christie Harkin,,,christie@coindesk.com,,List import
191955,,Alex Levenson,,[Unknown],alexlevenson@gmail.com,,
9590262,,Charles Levinson,,,clevinson@sageinvestmentadvisersllc.com,,List import
10794815,Inactive Investor,Matthew McKee,Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,matthew.k.mckee@jpmorgan.com,,Salesforce
10989558,Inactive Investor,Moises Alou,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",moises.alou@nm.com,,Salesforce
10981192,Inactive Investor,Joseph Hampton,,SECU Brokerage Services Greensboro NC 100 E Elmsley Dr,joseph.hampton@ncsecu.org,,Salesforce
10619967,,Zachary Kanicka,,,zkanicka@cressetcapital.com,,List Import
11131829,Inactive Investor,Christopher O'Banner,,MissionSquare Investment Services,,,Salesforce
10925201,Inactive Investor,Andrew Bach,Client Service Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
9594573,,Skip Johnson,,,drclarkjohnson@law.msu.edu,,List import
11000400,Inactive Investor,Natalie Soto,,"Wells Fargo Clearing Services, LLC Coppell TX 131 N Denton Tap Rd",,,Salesforce
11100544,Inactive Investor,Anne Bouley,Portfolio Associate,Morgan Stanley Richmond VA 901 E Byrd St,anne.bouley@morganstanley.com,,Salesforce
10928953,Inactive Investor,Keali'I Forsberg,Financial Advisor Associate,Edward Jones Auburn CA 500 Auburn Folsom Rd,,,Salesforce
9612085,,Oliver Krause,,,oliver_krause_de@yahoo.com,,List import
10915650,Inactive Investor,Brian Joyce,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,Intelligent Investing,bjoyce@intelligentinvestingllc.com,,Salesforce
10819411,Inactive Investor,John Torrence,Chief Compliance Officer;Managing Partner,Masso Torrence Wealth Management Inc.,john@massotorrence.com,,Salesforce
11084820,Inactive Investor,Jamie Camacho,Senior Registered Associate,Morgan Stanley Bradenton FL 1401 Manatee Ave W,jamie.camacho@morganstanley.com,,Salesforce
353164,,Aditya Mohan,CEO,Robometrics Machines,aditya.94704@gmail.com,,Event
11150404,Inactive Investor,Natalie Norman,Director,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,natalie.norman@morganstanley.com,,Salesforce
11121159,Inactive Investor,Raymond Wernig,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Akron OH 3700 Embassy Pkwy,mark.wernig@morganstanley.com,,Salesforce
10777968,Inactive Investor,Michael Fetzer,Vice President - Investments,"Synovus Securities, Inc. Port Charlotte FL 1255 Tamiami Trl",michaelfetzer@synovus.com,,Salesforce
10941964,Inactive Investor,Marilyn Carter,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,marilyn.harris@primerica.com,,Salesforce
10886266,Inactive Investor,Frank Stuart,Financial Advisor,Integrated Wealth Concepts LLC Englishtown NJ 195 US Hwy 9,,,Salesforce
11079195,Inactive Investor,In Sorensen,,LPL Financial LLC Honolulu HI 1003 Bishop St,ingee.sorensen@lpl.com,,Salesforce
10906390,Inactive Investor,Ronald Larsen,Financial Advisor,"Osaic Wealth, Inc. Longmont CO Private Residence",,,Salesforce
11182135,Inactive Investor,Ciarra Brunn,,Cetera Advisors LLC Kent OH 234 S Water St,ciarra.brunn@ceteraadvisors.com,,Salesforce
10870528,Inactive Investor,Michael Peterson,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10596068,,Bob Ellis,,,bob@amherstfinancialgroup.com,,Web Form Fillout
11188716,Inactive Investor,Jennifer Helt,,LPL Financial LLC Prairie Du Sac WI Private Residence,jennifer.helt@lpl.com,,Salesforce
11176752,Inactive Investor,Jeffrey Schwartz,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jeffrey.w.schwartz@morganstanley.com,,Salesforce
11001432,Inactive Investor,Jake Thomas,,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,jthomas@janney.com,,Salesforce
10488477,,Tara O'Grady,"Chief Financial Officer, Founding Partner, Regulatory Contact","Paceline Equity Partners, LLC",togrady@pacelineequity.com,,List Import
11001345,Inactive Investor,John Bottega,Financial Advisor,LPL Financial LLC Holly Springs NC Private Residence,john.bottega@lpl.com,,Salesforce
9578569,,Thomas Mcfarland,,,tom@darrowwealthmanagement.com,,List import
10871703,Inactive Investor,Jeffery Hoffer,,State Farm VP Management Corp. Daytona Beach FL 1500 Beville Rd,jeff.hoffer.t2cx@statefarm.com,,Salesforce
236257,,John -,,John [[Unknown]],mrburke@geralds.ie,,
10824230,Inactive Investor,Gary Sagarnaga,,"Kestra Investment Services, LLC Bellaire TX 6750 W Loop S",,,Salesforce
10767858,Inactive Investor,Douglas Rapp,,"Private Client Services, LLC",drapp@kfg.com,,Salesforce
10930341,Inactive Investor,Everett Massey,Financial Advisor,LPL Financial LLC Jacksonville FL 76 S Laura St,everett.massey@lpl.com,,Salesforce
1002462,Inactive Investor,Tom O'Brien,CFO,Plymouth County Retirement Association,tobrien@pcr-ma.org,(508) 830-9120,
10799848,Inactive Investor,Christopher Jimenez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,christopher.jimenez@fidelity.com,,Salesforce
11202160,Inactive Investor,Ann Jenkins,Registered Client Service Associate,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",ann.jenkins@ampf.com,,Salesforce
9575453,,Timothy Anselmi,,,tim.anselmi@lfg.com,,List import
10918178,Inactive Investor,Charles McNeilly,,Cetera Advisor Networks LLC Severna Park MD Private Residence,charles.mcneilly@ceterawealth.com,,Salesforce
11202103,Inactive Investor,Scott Foster,,LPL Financial LLC Hendersonville NC 714 Oakland St,scott.foster@lpl.com,,Salesforce
10766460,Inactive Investor,Patrick Delahunty,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",patrick.delahunty@ml.com,,Salesforce
9572468,,Lynn Carney,,,lcarney@financialguide.com,,List import
11076267,Inactive Investor,David Fletcher,,"Avantax Investment Services, Inc. Kingwood TX 1075 Kingwood Dr",,,Salesforce
10880975,Inactive Investor,Matthew Burril,Chief Compliance Officer;Managing Member;Owner;President,"Brick Street Equity Management, LLC",matthew@brickstreetequity.com,,Salesforce
9553480,,hyung yeon lee,,,hyungyeon.lee@gmail.com,,List import
10946956,Inactive Investor,Mark Ricardo,Chief Investment Officer;Founder;President,"MER Capital Management, LLC",mark@mercapitalmanagement.com,,Salesforce
11197653,Inactive Investor,Cody Hobelmann,Director;Financial Advisor,Turning Point Financial,cody@tpfinancial.com,,Salesforce
10883609,Inactive Investor,Deborah Brown,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11158071,Inactive Investor,Patricia Kaplan,Private Client Investment Associate,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,tricia.kaplan@jpmorgan.com,,Salesforce
248102,,CIAO CIAO,,[Unknown],ciaociaociao@gmail.co,,Direct
11233987,Inactive Investor,Robert Zant,,"St. Bernard Financial Services, Inc.",robert.zant@stbernardfinancial.com,,Salesforce
11070486,Inactive Investor,Joshua Buresh,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",,,Salesforce
10893046,Inactive Investor,Justin Bundza,,"Kestra Investment Services, LLC Port Orange FL 1525 Herbert St",,,Salesforce
10855745,Inactive Investor,Melissa White,,LPL Financial LLC Kansas City MO 9800 NW Polo Dr,melissa.white@lpl.com,,Salesforce
10863222,Inactive Investor,Clinton Booth,,PFS Investments Inc. Mesa AZ 3707 E Southern Ave,clinton.booth@primerica.com,,Salesforce
11179146,Inactive Investor,Louis Levy,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,louis.levy@gs.com,,Salesforce
11189750,Inactive Investor,Matthew Oelschlager,,"Allstate Financial Services, LLC Los Alamitos CA 10900 Los Alamitos Blvd",,,Salesforce
6146650,,Danielle white,,,daniellewhite222@gmail.com,2512918496,Web Form Fillout
9640665,,Filip Dzuroska,,,27phillip@gmail.com,,List import
342514,,Rob Emrich,"Managing Director, Senior Portfolio Manager","Castleview Partners, Llc",remrich@castleviewpartners.com,214-710-1995,Manual List Upload
10894672,Inactive Investor,Brian Acker,,"Northwestern Mutual Investment Services, LLC Winston Salem NC 500 W 5th St",brian.acker@nm.com,,Salesforce
217436,,Vito Laurenzano,,[Unknown],vito.laurenzano@bofa.com,,
10695851,,Dimitry Tikhonov,,Doffin Investments,dimitryt@doffininvestments.com,,List Import
11077539,Inactive Investor,Samantha Cook,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,samantha.cook@fidelity.com,,Salesforce
11166237,Inactive Investor,Scott Sundberg,,"Raymond James Financial Services, Inc.",rjig-insuranceceteam@raymondjames.com,,Salesforce
11188560,Inactive Investor,Daniel Heppler,Financial Advisor,Edward Jones Clinton Township MI 37060 Garfield Rd,daniel.heppler@edwardjones.com,,Salesforce
10796482,Inactive Investor,Richard Denning,Financial Advisor,Edward Jones Celina OH 215 E Market St,dick.denning@edwardjones.com,,Salesforce
9633898,,Jerry Hribar,,,jdhribar@comcast.net,,List import
10489888,,Thomas Campbell,"Co-Chief Executive Officer, Manager, Regulatory Contact",STF Management LP,thomas@stf-investments.com,972-452-6883,List Import
11020592,Inactive Investor,Brandon Daniel,Chief Compliance Officer;Founder;Owner;Portfolio Manager,Atai Capital Management LLC,bdaniel@ataicap.com,,Salesforce
9595622,,Gene Schwartz,,,gene@bakerstreetadvisors.com,,List import
11029088,Inactive Investor,Ronald Patberg,Business Development Coach;Senior Investment Advisor,Donaldson Capital Management LLC Columbus IN 700 Washington St,rpatberg@dcmol.com,,Salesforce
10836719,Inactive Investor,Jerry Taylor,,LPL Financial LLC Tulsa OK 8931 S Yale Ave,jerry.taylor@lpl.com,,Salesforce
11108636,Inactive Investor,Chad Burt,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,chad.burt@fidelity.com,,Salesforce
10788166,Inactive Investor,Kenneth Darnell,,"Truist Investment Services, Inc. Vero Beach FL 800 43rd Ave SW",,,Salesforce
11175502,Inactive Investor,Chenwei Yang,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC New York NY 1185 Avenue of the Americas",tony.c.yang@ampf.com,,Salesforce
9564762,,Victor Koreyo,,,abrahamschildrenfoundation@gmail.com,,List import
10787912,Inactive Investor,Lee Jerrum,,LPL Financial LLC Dahlonega GA Private Residence,lee.jerrum@lpl.com,,Salesforce
11055662,Inactive Investor,Kayelin Talley,,"First Citizens Investor Services, Inc. Moncks Corner SC 212 E Main St",kayelin.talley@firstcitizens.com,,Salesforce
150786,,Greg Hayes,,[Unknown],grhayes14@gmail.com,,Paid Social
10860492,Inactive Investor,Patrick Dickson,Financial Advisor,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,patrick_dickson@glic.com,,Salesforce
11071407,Inactive Investor,Tedric Hoornstra,,"J.W. Cole Financial, Inc. Saint Petersburg FL 411 15th Ave N",,,Salesforce
10965833,Inactive Investor,Qiushi Mou,,Citigroup Global Markets Inc.,,,Salesforce
11034576,Inactive Investor,Eric Eigher,,"Allstate Financial Services, LLC Metairie LA 3525 N Causeway Blvd",eeigher@allstate.com,,Salesforce
10952816,Inactive Investor,Benjamin Bissell,Associate Financial Consultant;Financial Professional,LPL Financial LLC Augusta GA 4109 Columbia Rd,ben.bissell@lpl.com,,Salesforce
11200539,Inactive Investor,Dorit Mermelstein,,"Valley Financial Management, Inc.",dorit.mermelstein@leumiusa.com,,Salesforce
11063208,Inactive Investor,Nicholas Burke,Partner;Private Wealth Manager,Heirloom Wealth Management LLC Denver CO 3200 E Cherry Creek South Dr,nick.burke@heirloomwm.com,,Salesforce
87637,,David Sourber,,"MML Investors Services, LLC",dsourber@financialguide.com,215-383-2824,
10984934,Inactive Investor,Jonathan Mays,Financial Advisor,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",jonathan.mays@prudential.com,,Salesforce
10772095,Inactive Investor,Christopher Grogan,,Carolinas Investment Consulting LLC,cgrogan@carolinasinvest.com,,Salesforce
10929868,Inactive Investor,Amanda Fischer,Financial Advisor,"Osaic Wealth, Inc. Alpharetta GA 4555 Mansell Rd",,,Salesforce
9552325,,Kevin Murray,,,kevinmurray@synovus.com,,List import
11002037,Inactive Investor,David Scoggins,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",david.scoggins@nm.com,,Salesforce
11162708,Inactive Investor,Daniel Wiersma,Financial Advisor,LPL Financial LLC Gig Harbor WA 5801 Soundview Dr,dan.wiersma@lpl.com,,Salesforce
11100805,Inactive Investor,Marissa Magnuson,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",marissa.m.magnuson@bofa.com,,Salesforce
11189473,Inactive Investor,Mitchel Takens,,LPL Financial LLC Hudsonville MI 4675 32nd Ave,mitchel.takens@lpl.com,,Salesforce
10886041,Inactive Investor,Eric Lo,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
220048,,John David,,[Unknown],jwd@davidgeco.com,,Direct
10950624,Inactive Investor,Robert Hart,,Cetera Investment Services LLC Mobile AL 11 N Water St,,,Salesforce
10841526,Inactive Investor,Stefan Cobb,Chief Investment Officer;Director - Research;Managing Member,"Focus Capital, LLC Seattle WA 3147 Fairview Ave E",stefancobb@focuscapitalllc.com,,Salesforce
96085,,lawrence weber,,Merrill,lawrence_weber@ml.com,(904) 273-3805,Organic Search
11031265,Inactive Investor,Jonathan Drew,Financial Advisor,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,jonathan.drew@thrivent.com,,Salesforce
10958979,Inactive Investor,Beyene Misikir,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9627008,,Esther McElfish,,,e_mcelfish@yahoo.com,,List import
10857475,Inactive Investor,Taylor Boyle,Portfolio Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,taylor.boyle@morganstanley.com,,Salesforce
198209,,Charles Hager,,[Unknown],ghfame@gmail.com,,source
10613252,,Stuart Schoenfeld,"Senior Financial Advisor, Wealth Management Advisor",,stuart_schoenfeld@ml.com,,List Import
11103328,Inactive Investor,Ernie Medina,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",ernie.medina@nm.com,,Salesforce
10955899,Inactive Investor,Ailey Langley,Private Client Advisor,J.P. Morgan Securities LLC Plano TX 5020 W Park Blvd,ailey.langley@jpmorgan.com,,Salesforce
11033347,Inactive Investor,Jason Heise,Financial Professional,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,jason.heise@lpl.com,,Salesforce
11018980,Inactive Investor,Stephen Pierce,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",stephenpierce@financialguide.com,,Salesforce
10886912,Inactive Investor,Zachary Hirsekorn,,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,,,Salesforce
10658030,,Donna Adams,,,donna.adams@oasecurities.com,,List Import
11230052,Inactive Investor,Charles Friedlander,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",charlie.friedlander@nm.com,,Salesforce
11101027,Inactive Investor,Elizabeth Brady,Partner;Wealth Manager,Avion Wealth,elizabeth@avionwealth.com,,Salesforce
10783891,Inactive Investor,Michael Balkey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",michael_balkey@ml.com,,Salesforce
10767422,Inactive Investor,Ralph Sessa,Financial Advisor,Park Avenue Securities LLC Armonk NY 80 Business Park Dr,ralph_sessa@glic.com,,Salesforce
10615326,,Harold Moran,"Financial Advisor, International Client Advisor",,hal.moran@morganstanley.com,,List Import
10662137,,Zachary Karas,,,zkaras@retirementplanadvisors.com,,List Import
11045016,Inactive Investor,Daniel Hickenbottom,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",daniel.hickenbottom@nm.com,,Salesforce
11055626,Inactive Investor,Susan Hulcher,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Richmond VA 919 E Main St",susan.hulcher@rbc.com,,Salesforce
11016694,Inactive Investor,Rebecca Debruin,,PFS Investments Inc. Oshkosh WI 500 City Ctr,rebeccaldebruin@primerica.com,,Salesforce
11118771,Inactive Investor,Geno Bianco,,NYLIFE Securities LLC Carnegie PA 5 Charter Oak Dr,gbianco@ft.newyorklife.com,,Salesforce
10615746,,Eugene Borkowski,,,borkowskig@stifel.com,,List Import
11165287,Inactive Investor,Matthew Livengood,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,,,Salesforce
11081113,Inactive Investor,Eric Cox,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",eric.t.cox@nm.com,,Salesforce
10835172,Inactive Investor,Robert Cosentino,Senior Vice President,LPL Financial LLC Wethersfield CT 1039 Silas Deane Hwy,r.cosentino@lpl.com,,Salesforce
10771011,Inactive Investor,Ryan Unthank,Senior Vice President,Robert W. Baird & Co. Incorporated McLean VA 1750 Tysons Blvd,runthank@rwbaird.com,,Salesforce
11119020,Inactive Investor,William Miller,,"Raymond James Financial Services, Inc. Virginia Beach VA 4429 Bonney Rd",bill.miller@raymondjames.com,,Salesforce
10923240,Inactive Investor,Mikael Hallstrom,,"USAdvisors Wealth Management, LLC Oakton VA 10461 White Granite Dr",,,Salesforce
11148529,Inactive Investor,Charlene Rigelman,,NYLIFE Securities LLC Frontenac MN Private Residence,cerigelman@ft.newyorklife.com,,Salesforce
163420,,anastasia verghis,,[Unknown],anastasia.verghis@gmail.com,,Organic Search
9601010,,Adam Carmel,,,acarmel@larimercapital.com,,List import
11032950,Inactive Investor,Nicholas Heinz,,PFS Investments Inc. Green Bay WI 1066 Mather St,nheinz@primerica.com,,Salesforce
70250,,Clare Wherley,"Chief Executive Officer, Co-Founder",Lassus Wherley,clare@lassuswherley.com,908-464-0102,
11042115,Inactive Investor,Maria Taylor,Financial Advisor,Edward Jones Eden Prairie MN 16550 W 78th St,maria.taylor@edwardjones.com,,Salesforce
11183681,Inactive Investor,Ryan Whiting,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,ryan.whiting.itcg@statefarm.com,,Salesforce
10618955,,Charles Travis,,,ctravis@rmbcap.com,,List Import
9543923,,Emily Rubin,,,emrcom@aol.com,,List import
10868522,Inactive Investor,Amelia Galvin,,J.P. Morgan Securities LLC,amelia.galvin@jpmorgan.com,,Salesforce
239195,,Arif Ö?üt,,Arif Ã–ÄŸÃ¼t,arifogut41@hotmail.com,,Direct
9569331,,Bryan Lewis,,,bryan.lewis@captrustadvisors.com,,List import
9565792,,Eva Freed,,,shapsi@aol.com,,List import
9602228,,Holly Cafalone,,,hcafalone@investstrategic.com,,List import
11048676,Inactive Investor,Jeffrey Porter,Executive Vice President;Head - Fixed Income,"Congress Asset Management Company, LLP",jporter@congressasset.com,,Salesforce
170112,,Seth Newman,,[Unknown],sethlnewman@gmail.com,,
10914342,Inactive Investor,Timothy Haggard,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,timothy.haggard@fmr.com,,Salesforce
11164649,Inactive Investor,Jamie Englebert,Senior Client Associate,"RBC Capital Markets, LLC Green Bay WI 2465 Marina Cir",jamie.englebert@rbc.com,,Salesforce
10958551,Inactive Investor,Lori Slaughter,Branch Auditor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10644352,,Richard Phillips,,,richard.phillips@fidelity.com,,List Import
10777324,Inactive Investor,John McIntyre,Executive Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.w.mcintyre@morganstanley.com,,Salesforce
10759917,Inactive Investor,James Fletcher,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",j_fletcher@ml.com,,Salesforce
10950923,Inactive Investor,Matthew Russell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11173880,Inactive Investor,Andrew College,Chief Operating Officer;Regulatory Contact,"Roehl & Yi Investment Advisors, LLC",dcollege@roehl-yi.com,,Salesforce
11097530,Inactive Investor,Thomas Connors,Chief Compliance Officer;Founder;President,Island Financial Advisors,,,Salesforce
9614975,,Nirav Patel,,,niravhpatel3683@gmail.com,,List import
10888746,Inactive Investor,Francis Brogan,,Cetera Advisor Networks LLC Parsippany NJ 14 Walsh Dr,,,Salesforce
10843586,Inactive Investor,Tristan Caudron,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",tristan.caudron@wellsfargoadvisors.com,,Salesforce
10647638,,Michael Larsen,,,bret.larsen@wellsfargo.com,,List Import
10902000,Inactive Investor,Joel Barker,Financial Advisor,"Osaic Wealth, Inc. Hawkinsville GA 24A 341 Byp",tbarker@royalaa.com,,Salesforce
349710,,Jennifer Delapaz,Member,"Quad-cities Investment Group, Llc",jdelapaz@goqcig.com,563-484-5000,Manual List Upload
11018355,Inactive Investor,Kevin Morrow,,Fermata Advisors Santa Rosa CA 50 Old Courthouse Sq,kevin@sonomawealthadvisors.com,,Salesforce
11034496,Inactive Investor,Brodie Pearson,,NYLIFE Securities LLC Saint George UT 158 W 1600 S,bdpearson@ft.newyorklife.com,,Salesforce
11237121,Inactive Investor,Laura Harrison,Investment Advisor Representative;Trading Specialist,First Affirmative Financial Network LLC Dalton OH Private Residence,laura.harrison@firstaffirmative.com,,Salesforce
10904689,Inactive Investor,Andrew Stepleton,Financial Advisor,Edward Jones Findlay OH 237 S Main St,andrew.stepleton@edwardjones.com,,Salesforce
9544634,,Daniel Yeager,,,daniel.e.yeager@protonmail.com,,List import
10814505,Inactive Investor,Penny Phillips,Co-Founder;Member;President;Regulatory Contact,Journey Strategic Wealth LLC Marshfield MA 892 Plain St,pphillips@journeysw.com,,Salesforce
10924075,Inactive Investor,Alexa Loustalet,,Citigroup Global Markets Inc.,,,Salesforce
11050953,Inactive Investor,John Menton,Senior Vice President;Senior Wealth Manager;Team Lead,"Curi RMB Capital, LLC Lake Forest IL 272 Market Sq",,,Salesforce
10926275,Inactive Investor,Ralph Lunt,,"Pruco Securities, LLC. Ridgeland MS 141 Township Ave",ralph.lunt@prudential.com,,Salesforce
10910781,Inactive Investor,Bonny Brown,Chief Compliance Officer,"Oak Hill Wealth Advisors, LLC",,,Salesforce
11002881,Inactive Investor,Georges Chery,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,gchery@primerica.com,,Salesforce
11118165,Inactive Investor,Mary Heckmann,,NYLIFE Securities LLC Mt Pleasant SC Private Residence,mheckmann@ft.newyorklife.com,,Salesforce
11132667,Inactive Investor,Andrew Wolschleger,Financial Advisor,Edward Jones Howell MI 4908 Chilson Rd,andrew.wolschleger@edwardjones.com,,Salesforce
9587534,,Robert Kofoed,Group Manager,Fisher Investments,r.kofoed@fi.com,,List import
9636969,,Travis Pearson,,,tpearson@gipartners.com,,List import
11081266,Inactive Investor,Christopher Hiza,Financial Advisor;Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10938925,Inactive Investor,Sarah Drumm,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10940796,Inactive Investor,John Rick,,Ages Financial Services Ltd. Rochester NY 95 Allens Creek Rd,,,Salesforce
11127446,Inactive Investor,Sally Chung,,"Osaic Wealth, Inc. Hoffman Estates IL Private Residence",,,Salesforce
10761137,Inactive Investor,Charles Charis,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",charles.charis@ml.com,,Salesforce
11038315,Inactive Investor,Brandt Peck,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10864061,Inactive Investor,Melanie Colusci,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 381 Mansfield Ave",mcolusci@htk.com,,Salesforce
9632362,,Serena Fitchard,,,sfitchard@structures.com,,List import
341357,,Stephane Mailhot,Director,Axium Infrastructure Us Inc.,smailhot@axiuminfra.com,646-449-9058,Manual List Upload
11220705,,Nicholas Key,,,nkey@advisornet.com,,Other
10954900,Inactive Investor,Dawn Wilson,Chief Compliance Officer;Financial Planner;Owner,Athens Impact Socially Responsible Investments,michelle@athensimpact.com,,Salesforce
9466735,,Shintaro Isono,,Shintaro Isono,shintaro.isono0328@gmail.com,,List Import
11121205,Inactive Investor,Samantha Adkins,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11023492,Inactive Investor,Kyle Ori,,The Huntington Investment Company Vermilion OH 4530 Liberty Ave,kyle.ori@huntington.com,,Salesforce
11028104,Inactive Investor,Beth Walker,Financial Advisor,"Pruco Securities, LLC. Marion IL 411 1/2 N Court St",beth.walker@prudential.com,,Salesforce
11218522,,Dawn Nahrgang,,,dawn.carroll@edwardjones.com,,List Import
9617664,,David Boyle,,,dboyle@midoaks.com,,List import
10853546,Inactive Investor,Brian Forschler,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,brian.forschler@fidelity.com,,Salesforce
10887664,Inactive Investor,Bradley Smith,Managing Director;Senior Portfolio Manager,"MAI Capital Management, LLC Reston VA 11710 Plaza America Dr",brad.smith@mai.capital,,Salesforce
9548858,,h y,,,0000900009@naver.com,,List import
9549009,,kwame Roque,,,snmechanical@gmail.com,,List import
11197795,Inactive Investor,Sandra Neubert,Financial Advisor,MONECO Advisors,sandra@monecoadvisors.com,,Salesforce
9623311,,jacob dukes,,,jacobdukes188@gmail.com,,List import
10863594,Inactive Investor,Nicholas Tselios,,Goldman Sachs & Co.,,,Salesforce
10956345,Inactive Investor,Margaret Knapp,,Fidelity Brokerage Services LLC Reston VA 11957 Democracy Dr,,,Salesforce
163732,,Raphael Thys,,[Unknown],raphael.thys@gmail.com,,Organic Search
9605303,,Paul Jakubowski,,,paul_m_jakubowski@vanguard.com,,List import
11022541,Inactive Investor,Constanza Gonzalez,,D.A. Davidson & Co. Salt Lake City UT 95 S State St,,,Salesforce
9566261,,Driss Ouh,,,drissouhaddou@hotmail.com,,List import
10907256,Inactive Investor,Steven Nelson,,PFS Investments Inc. West Chester OH 9078 Union Centre Blvd,,,Salesforce
10618296,,Barry Dupuy,,,barry.dupuy@ubs.com,,List Import
11142983,Inactive Investor,Juan Pablo Alba Bertin,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,juan-pablo.alba-bertin@jpmorgan.com,,Salesforce
11071617,Inactive Investor,Frank Parlato,Wealth Advisor,"Calton & Associates, Inc. Huntington Beach CA 15061 Springdale St",fparlato@calton.com,,Salesforce
11128797,Inactive Investor,Wiener Nivose,,PFS Investments Inc. Union NJ 1767 Morris Ave,wnivose@primerica.com,,Salesforce
10799143,Inactive Investor,Marion McMillan,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Spartanburg SC 320 E Main St,stanford.mcmillan@morganstanley.com,,Salesforce
246000,,Not Provided,Senior Legislative Assistant,Rep. Kevin Hern,jeff5665@gmail.com,,Manual List Upload
11157300,Inactive Investor,Dylan Birch,Wealth Advisor,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,dylan.s.birch@jpmorgan.com,,Salesforce
11142930,Inactive Investor,Sarah Chiuppi Marson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",sarah.a.chiuppi@ml.com,,Salesforce
10839946,Inactive Investor,Joshua Grossman,Financial Advisor,Edward Jones Hastings MN 1317 Vermillion St,josh.grossman@edwardjones.com,,Salesforce
10834379,Inactive Investor,David Leland,Owner;Portfolio Manager,Westhampton Capital,david@westhamptoncapital.com,,Salesforce
11021181,Inactive Investor,Reita Fletcher,,LPL Financial LLC Lyndonville NY 3 S Main St,reita.fletcher@lpl.com,,Salesforce
9582719,,Dennis Song,,,ctaylor@heritagewealth.net,,List import
11143358,Inactive Investor,George Scafidi,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",george.scafidi@ml.com,,Salesforce
219610,,Thomas Zeffiro,,[Unknown],tomz50@yahoo.com,,
11166372,Inactive Investor,Thomas Hussian,,Thrivent Investment Management Inc.,,,Salesforce
9600956,,Harlan Cadinha,,,harlan@cadinha.com,,List import
10778145,Inactive Investor,Howard Redgate,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,,,Salesforce
9604982,,Timothy Holland,,,tholland@brinkercapital.com,,List import
9596973,,Michael Uyemura,,,muyemura@merceradvisors.com,,List import
11145881,Inactive Investor,Laura Armstrong,,PFS Investments Inc. San Antonio TX 6100 Bandera Rd,laura.armstrong@primerica.com,,Salesforce
9575186,,Kyle Colwell,,,kyle.colwell@privateadvisorgroup.com,,List import
113319,,Edward Brown,Financial Professional,"Voya Financial Advisors, Inc.",ed.brown@voyafa.com,,
11032867,Inactive Investor,Donna Kroyman,,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",donna.kroyman@raymondjames.com,,Salesforce
10815064,Inactive Investor,Kathleen Warner,Chief Administrative Officer;Chief Compliance Officer;Elected Manager,Doyenne Wealth Advisors,,,Salesforce
346851,,Jim Barra,Managing Director,Ironwood Capital Advisors Iii Llc,barra@ironwoodcap.com,860-409-2100,Manual List Upload
10813552,Inactive Investor,Arthur Mishler,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,arthur.s.mishler@jpmorgan.com,,Salesforce
10786893,Inactive Investor,Ferenc Vasady-Kovacs,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,ferenc.vasady-kovacs@fmr.com,,Salesforce
11009307,Inactive Investor,Alexandre Farran,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
10985822,Inactive Investor,Dwayne Mingo,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,dwayne.mingo@primerica.com,,Salesforce
9559002,,Bronson Moore,,,bronsonmoore11@gmail.com,,List import
11229788,Inactive Investor,Raegan Breaux,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",,,Salesforce
10938256,Inactive Investor,Leslie Fewster,,Stonex Securities Inc. Towson MD Private Residence,,,Salesforce
11109943,Inactive Investor,Turner Rapp,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,turner.rapp@jpmorgan.com,,Salesforce
9543340,,Aurelia Dukes,,,reann.dukes@lfg.com,,List import
11046408,Inactive Investor,Randall Banta,,LPL Financial LLC Dublin CA Private Residence,randall.banta@lpl.com,,Salesforce
11207354,Inactive Investor,Abel Ramos,,"Raymond James Financial Services, Inc. Monroe CT 324 Elm St",abel.ramos@raymondjames.com,,Salesforce
11142264,Inactive Investor,Stephanie Heckman,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jenkintown PA 101 West Ave",stephanie_heckman@ml.com,,Salesforce
10817188,Inactive Investor,Adrian Smigiel,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",adrian.smigiel@wellsfargo.com,,Salesforce
10800184,Inactive Investor,Dennis Smith,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,dennis.smith@primerica.com,,Salesforce
10656945,,Diana Seiler,,,diana.seiler@chase.com,,List Import
9633730,,Shaun Blencoe,,,shaunblencoe@gmail.com,,List import
10781749,Inactive Investor,Bimal Sheth,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Peoria IL 401 Main St,bimal.sheth@morganstanley.com,,Salesforce
10992622,Inactive Investor,Debbie Johnson,,"Allstate Financial Services, LLC Louisville KY 12484 La Grange Rd",mjohnson88@allstate.com,,Salesforce
9616034,,Sheila Costa,,,positivevibe1108@yahoo.com,,List import
11058892,Inactive Investor,Brent Thurber,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,brent.thurber@fmr.com,,Salesforce
10878248,Inactive Investor,Edward Gilmartin,,"Northeast Advisory Group, LLC",,,Salesforce
9564878,,Mustafa Mirza,,,mustafazafar16@gmail.com,,List import
10940842,Inactive Investor,Andrew Foster,Financial Advisor,Edward Jones Port Orange FL 731 Dunlawton Ave,andrew.foster@edwardjones.com,,Salesforce
9563984,,Kevin Jackson,,,kjackson@hightoweradvisors.com,,List import
10985019,Inactive Investor,David Guman,,PFS Investments Inc. Scranton PA 514 E Drinker St,david.guman@primerica.com,,Salesforce
11087787,Inactive Investor,Nicholas Rubnitz,Vice President,Rothschild Investment LLC,nrubnitz@rothschildinv.com,,Salesforce
9555114,,Gregory Oberholtzer,,,goberholtzer@wpglobalpartners.com,,
10758967,Inactive Investor,Scott Schwartz,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",sschwartz@ml.com,,Salesforce
11122626,Inactive Investor,Eileen Chun,Financial Advisor,Edward Jones Renton WA 1717 NE 44th St,eileen.chun@edwardjones.com,,Salesforce
9555996,,Malcolm Key,,,malcolm_key@hotmail.com,,List import
10791541,Inactive Investor,Christopher Leak,Entertainment Director;Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Portfolio Manager;Senior Vic,Morgan Stanley Winston-Salem NC 100 N Main St,chris.leak@morganstanley.com,,Salesforce
10838602,Inactive Investor,Joseph Miller,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Fort Wayne IN 5750 Coventry Ln",joseph.miller@ampf.com,,Salesforce
10833866,Inactive Investor,Thomas Clinton,,"Grove Point Investments, LLC Millbury MA 34 Grafton St",tclinton@hbeckinc.com,,Salesforce
10996204,Inactive Investor,Carlos Cruz Martinez,Private Client Banker,J.P. Morgan Securities LLC Cypress TX 24230 Northwest Fwy,carlos.cruz-martinez@jpmorgan.com,,Salesforce
10974959,Inactive Investor,Dustin Klostermann,,"Empower Financial Services, Inc Fairway KS Private Residence",dustin.klostermann@empower.com,,Salesforce
9645240,,Cathryn Hamm,,,hammfamof4@aol.com,,List import
11199920,Inactive Investor,Keith McGowan,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Boston MA 28 State St,keith.mcgowan@morganstanley.com,,Salesforce
10807010,Inactive Investor,Natalie Adams,Client Associate;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",natalie.adams@ml.com,,Salesforce
9548017,,Rodney Smith,,,rodney.smith@valic.com,,List import
11209756,Inactive Investor,Maranda Newberry,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,maranda.newberry@fmr.com,,Salesforce
10963925,Inactive Investor,Venkat Rahul Reddy Vemuru,Assistant Vice President;Diligence Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10855657,Inactive Investor,Susanne Smith,,PFS Investments Inc. Clinton MD 8804 Woodyard Rd,susanne.smith@primerica.com,,Salesforce
11150272,Inactive Investor,Angel Vega-Rosales,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11154008,Inactive Investor,Sven Geffken,Financial Advisor,Edward Jones Pacifica CA 1005 Terra Nova Blvd,sven.geffken@edwardjones.com,,Salesforce
8315262,,David Watts,,,lewisdavidcomputer@gmail.com,,Web form fillout
11133294,Inactive Investor,Charles Williams,Financial Advisor,Edward Jones Fredericksburg VA 1551 Emancipation Hwy,chuck.williams@edwardjones.com,,Salesforce
10874129,Inactive Investor,Kathryn Bracey,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",kate.bracey@nm.com,,Salesforce
232162,, -,,[[Unknown]],p.sunday244@gmail.com,,Organic Search
11078977,Inactive Investor,Megan Payton,Relationship Manager;Vice President,Rockefeller Financial LLC Charlotte NC 5605 Carnegie Blvd,mpayton@rockco.com,,Salesforce
11167280,Inactive Investor,Jennifer Lee,,"City National Securities, Inc. Los Angeles CA 2029 Century Park E",jennifer.lee@cnb.com,,Salesforce
4397673,,Promise Nlemigwe,,,chip46112@gmail.com,,Web Form Fillout
10662164,Inactive Investor,John Adam,Partner,"Forum Financial Management, LP",jadam@forumfinancial.com,,List Import
9643618,,Jim McGeer,,,jimmcgeer@mac.com,,List import
10784778,Inactive Investor,Bobby Swoboda,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Saint Michael MN 12725 43rd St NE",bobby.2.swoboda@ampf.com,,Salesforce
11052958,Inactive Investor,Thomas Mckeon,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",thomas.g.mckeon@ml.com,,Salesforce
11153695,Inactive Investor,William Chaplin,,"Farmers Financial Solutions, LLC Weatherford OK 125 W Main St",cchaplin@farmersagent.com,,Salesforce
9615202,,van nguyen huy,,,huyvan1982@gmail.com,,List import
10890910,Inactive Investor,Edward Felan,,"Raymond James Financial Services, Inc. Medford OR 4451 Brown Ridge Ter",edward.felan@raymondjames.com,,Salesforce
11184505,Inactive Investor,Stacy Acevedo,Chief Compliance Officer;Managing Member,ACE Wealth Management LLC,stacy@acewm.com,,Salesforce
11081610,Inactive Investor,Melford Pierce,Financial Advisor,Edward Jones Texarkana TX 4115 N Kings Hwy,melford.pierce@edwardjones.com,,Salesforce
11041291,Inactive Investor,Benjamin Morgan,,"Farmers Financial Solutions, LLC Fort Collins CO 2726 Illinois Dr",bmorgan1@farmersagent.com,,Salesforce
11030812,Inactive Investor,Joseph Thomas,,"Raymond James Financial Services, Inc. Asheboro NC 130 S Church St",gale.thomas@raymondjames.com,,Salesforce
10821777,Inactive Investor,Jessica Bates,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jessicabates@ml.com,,Salesforce
11206392,Inactive Investor,Austin Dahm,,"GLP Investment Services, LLC Holland MI 199 W 34th St",adahm@glpwins.com,,Salesforce
9594011,,Sebastian Granzo,,,sebastian.granzo@evercore.com,,List import
11217112,,Rebecca Palmer,,,rpalmer@nationallife.com,,Other
11107625,Inactive Investor,Thomas Digirolamo,Senior Vice President,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,thomas.digirolamo@primerica.com,,Salesforce
10844802,Inactive Investor,Joseph Ricciardi,Wealth Advisor,LPL Financial LLC Crystal Lake IL 338 Memorial Dr,joe.ricciardi@lpl.com,,Salesforce
10951388,Inactive Investor,Kathy Sulko,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",kathy.sulko@nm.com,,Salesforce
10915046,Inactive Investor,Aysha Siddique,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 10920 Via Frontera",aysha.siddique@schwab.com,,Salesforce
10648060,,Parshad Singh,,,parshad@singhadvisory.com,,List Import
10898431,Inactive Investor,Montse Terepocki,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,montse.terepocki@ceterainvestors.com,,Salesforce
11094266,Inactive Investor,Micah Bolotin,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
10856883,Inactive Investor,Charles Baier,,"Good Life Advisors, LLC Lisle IL 1011 Warrenville Rd",charles.baier@goodlifefa.com,,Salesforce
9647764,,Bill Bridge,,,bb@diffractivemanagers.com,,List import
340982,,Paul Meyer,Associate,Mainsail Partners,paul@mainsailpartners.com,512-772-2260,Manual List Upload
11016176,Inactive Investor,Amy Dehaven,,PFS Investments Inc. Vancouver WA 3305 Main St,adehaven.kmul6@primerica.com,,Salesforce
10596171,,mike coolahan,,,ccoolahan@comcast.net,,Web Form Fillout
11188264,Inactive Investor,Stacy Schaefer,Chief Operating Officer,"Cutter & Company, Inc.",sschaefer@cutterco.com,,Salesforce
10786096,Inactive Investor,Cory Latham,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,cory.latham@fidelity.com,,Salesforce
11145003,Inactive Investor,Mikyo Butler,Investment Advisor;Portfolio Manager;Principal;Regulatory Contact,Butler Financial Services,mikyo@butler-financial.org,,Salesforce
10951523,Inactive Investor,Christina Gonzalez,,"MML Investors Services, LLC Monroe LA 212 Walnut St",cbordelon@financialguide.com,,Salesforce
10840394,Inactive Investor,David Laughlin,Financial Advisor,LPL Financial LLC Clarksville IN 501 E Lewis and Clark Pkwy,david.a.laughlin@lpl.com,,Salesforce
11145531,Inactive Investor,Lori Pons,,State Farm VP Management Corp. Panama City FL 429 S Tyndall Pkwy,lori.pons.jhpt@statefarm.com,,Salesforce
10813329,Inactive Investor,Joseph Bonini,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",joseph.bonini@transamerica.com,,Salesforce
11080726,Inactive Investor,Joshua Sanchez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Folsom CA 200 Palladio Pkwy",joshua.m.sanchez@ml.com,,Salesforce
11108081,Inactive Investor,Charles Glennon,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",charles_glennon@ml.com,,Salesforce
9630128,,Ishan Mahendru,,,mahendru1992@gmail.com,,List import
10755494,Inactive Investor,Rosalie Maiorano,,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
11028513,Inactive Investor,Hadley Nielson,,"Osaic Wealth, Inc. Torrance CA 19191 S Vermont Ave",,,Salesforce
11143985,Inactive Investor,Skyler Juhnke,,MWA Financial Services Inc. Columbus OH 1550 Old Henderson Rd,skyler.juhnke@modern-woodmen.org,,Salesforce
10837471,Inactive Investor,Ricky Faircloth,Chief Compliance Officer;FINOP;Partner;President;Securities Principal,Berg Faircloth Investment Advisors,rick@b-f-c.com,,Salesforce
10766880,Inactive Investor,Matthew Gallo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",matt.gallo@ml.com,,Salesforce
10900163,Inactive Investor,Justin Powell,,Morgan Stanley Alpharetta GA 3 Edison Dr,justin.powell@morganstanley.com,,Salesforce
9613481,,Robert Bergson,,,rhb2@ntrs.com,,List import
10831050,Inactive Investor,Dwight Schaefer,Managing Member;President;Principal,"Schaefer Wealth Management, Inc.",dwight@swm-inc.com,,Salesforce
10963045,Inactive Investor,Melissa Hoyer,Financial Advisor,"The Wealth Conservancy, Inc.",,,Salesforce
10862750,Inactive Investor,William Parente,,"DFPG Investments, LLC Santa Rosa CA 3510 Unocal Pl",,,Salesforce
10904010,Inactive Investor,William Brennan,,State Farm VP Management Corp. La Grange IL 4707 Willow Springs Rd,bill.brennan.uwh3@statefarm.com,,Salesforce
196525,,Shawn Ryder,,Australia,shawn.p.ryder@gmail.com,,
9562859,,zuki ralawe,,,zralawe@gmail.com,,List import
10925824,Inactive Investor,Adam Cronomiz,Supervisory Control Associate,"Wells Fargo Clearing Services, LLC Reading PA 1 Meridian Blvd",,,Salesforce
11090545,Inactive Investor,Alan Randall,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,arandall@ft.newyorklife.com,,Salesforce
11136729,Inactive Investor,David Markowitz,,"Empower Financial Services, Inc Auburn MA Private Residence",david.markowitz@gwrs.com,,Salesforce
241000,,Jason Chen,Senior Research Analyst,[Unknown],jason.chen@dws.com,,Event
10510288,,Grady Buchan,Managing Director,RBC Wealth Management,grady.buchan@rbc.com,,List Import
11141237,Inactive Investor,Steven Ehnstrom,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",steven.m.ehnstrom@wellsfargo.com,,Salesforce
10833484,Inactive Investor,Deanna Dozier,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",dee.dozier@ml.com,,Salesforce
349181,,Yancey Seitz,Managing Member,"Greenfield Seitz Capital Management, Llc",yancey@gscapital.net,214-367-6170,Manual List Upload
11002953,Inactive Investor,Jacob Hageman,,"U.S. Bancorp Investments, Inc. Denver CO 950 17th St",,,Salesforce
10842963,Inactive Investor,Marvin Morse,Chief Compliance Officer;Secretary;Treasurer,"Maxwell and Morse Capital Management, Inc. Tulsa OK 6950 S Utica Ave",wally@morseandco.com,,Salesforce
9619488,,Reza Rafie,,,rezarafie@hotmail.com,,List import
11211773,Inactive Investor,Sten Carlson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Corvallis OR 2396 NW Kings Blvd",sten.e.carlson@ampf.com,,Salesforce
11048558,Inactive Investor,Stephen Adorian,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
120262,,William Weaver,"Portfolio Manager, Vice President",RMC Investment Advisors,bill@resmgtcorp.com,,
10956628,Inactive Investor,Christopher Amberg,,Morgan Stanley,,,Salesforce
11229413,Inactive Investor,William Hale,,Jefferies LLC,,,Salesforce
11033942,Inactive Investor,Sara Thayer,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,,,Salesforce
11040457,Inactive Investor,Raymond Cortes,,Citigroup Global Markets Inc.,,,Salesforce
11004126,Inactive Investor,Raffaele Mazzone,,Founders Financial Securities LLC,rmazzone@foundersfinancial.com,,Salesforce
9592547,,Chase Palsson,,,chasepalsson@gmail.com,,List import
9645895,,Richmond Hess,,,richmond.hess@southbankresearch.com,,List import
9558982,,DEN LIOK,,,shiaxuobnt@karenkey.com,,List import
11261162,Inactive Investor,Brayden Thomas,Associate Wealth Advisor,"Resolute Wealth Advisor, Inc.",bthomas@resoluteadvisor.com,,Salesforce
10794724,Inactive Investor,Marion Gilman,Financial Advisor,LPL Financial LLC Peabody MA 41 Cross St,marion.gilman@lpl.com,,Salesforce
10919277,Inactive Investor,Marc Barton,,Newbridge Securities Corporation,mbarton@newbridgesecurities.com,,Salesforce
11144150,Inactive Investor,Brandon Ramirez,Financial Professional,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",brandonramirez@financialguide.com,,Salesforce
11076455,Inactive Investor,Christopher Matchett,Investment Advisor Representative,"Osaic Wealth, Inc. Muncie IN 207 N High St",,,Salesforce
10800039,Inactive Investor,Thomas Masi,Financial Advisor,"Concourse Financial Group Securities, Inc. Charleston SC 925 Wappoo Rd",thomas.masi@concoursefinancial.com,,Salesforce
10594855,,Edward Griggs,,,toothdaddy2@yahoo.com,,Web Form Fillout
225655,, -,,[[Unknown]],e.berger@outlook.com,,Initial Salesforce Import
10946736,Inactive Investor,Melanie Madden,,"Osaic Wealth, Inc. Medford OR 2581 Whittle Ave",,,Salesforce
10846886,Inactive Investor,Todd Kemp,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",todd.kemp@tfaconnect.com,,Salesforce
10790216,Inactive Investor,Douglas Pinson,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,douglas.pinson@fidelity.com,,Salesforce
10942109,Inactive Investor,Norman Cone,,Cetera Advisor Networks LLC Paso Robles CA 935 Riverside Ave,norman.cone@ceteraadvisors.com,,Salesforce
10576334,,Andrew Sheffield,,,arsheffield@outlook.com,,Web Form Fillout
11088882,Inactive Investor,Christopher Weymouth,Financial Advisor,"Pruco Securities, LLC. Indianapolis IN 7962 Oaklandon Rd",todd.weymouth@prudential.com,,Salesforce
11193174,Inactive Investor,Brian Dale,Financial Advisor,Edward Jones Okemos MI 4265 Okemos Rd,brian.dale@edwardjones.com,,Salesforce
10948332,Inactive Investor,Marguerite McKell,,J.P. Morgan Securities LLC Draper UT 145 E 13800 S,marguerite.s.mckell@jpmorgan.com,,Salesforce
9605109,,Charles Anderson,,,dashawntrey24@gmail.com,,List import
10929870,Inactive Investor,Edwin Convery,,"DMK Advisor Group, Inc.",edwin.convery@dmkadvisorgroup.com,,Salesforce
9639922,,Stacey Souther,,,stacey.souther@baylorhealth.edu,,List import
11152551,Inactive Investor,Kay Overpack,,J.P. Morgan Securities LLC Skokie IL 7941 N Lincoln Ave,kay.overpack@chase.com,,Salesforce
9589043,,Manuel Garza,,,manuel@crestaadvisors.com,,List import
10860683,Inactive Investor,Lori Silverthorn,,SECU Brokerage Services Morehead City NC 5073 Executive Dr,lori.silverthorn@ncsecu.org,,Salesforce
11060181,Inactive Investor,How Huong,Investment Advisor,Forthright Capital Advisory,,,Salesforce
11003731,Inactive Investor,Ryan Mcandrew,Financial Advisor,LPL Financial LLC Lititz PA 744 S Broad St,ryan.mcandrew@lpl.com,,Salesforce
9563423,,Peter McManus,,,pbm@3edgeam.com,,List import
11077023,Inactive Investor,Robert Conlisk,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",rconlisk@massmutual.com,,Salesforce
10968978,Inactive Investor,Tyrone Ward,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tyrone_ward@vanguard.com,,Salesforce
10956725,Inactive Investor,Paul Gulley,,Fidelity Brokerage Services LLC,,,Salesforce
10942380,Inactive Investor,Matthew Keyes,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10842341,Inactive Investor,Scott Arwin,Chief Compliance Officer;Chief Investment Officer;Founder;Manager,"Ring Mountain Capital, LLC Tiburon CA 1610 Tiburon Blvd",sarwin@ringmountaincapital.com,,Salesforce
9597250,,Thomas Sartor,,,thomass@finadvisors.com,,List import
338173,,Robert Kovalesky,Founding Partner,"Stash Wealth, Llc",rob@stashwealth.com,212-913-9904,Manual List Upload
10814435,Inactive Investor,Tyler Busdicker,Associate Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Port Huron MI 522 Huron Ave",tyler.busdicker@wellsfargoadvisors.com,,Salesforce
11130333,Inactive Investor,Nicole Nixon,Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
8234,,Joshua Drummonds -,,[[Unknown]],quazemoto35@gmail.com,,Direct
9598843,,Jennifer Myers,,,jmyers@sagevestwealth.com,,List import
238942,,Alfonso Riquelme Salinas,,[Unknown],alfonso.riquelme@altolibralogistica.com,,
10909975,Inactive Investor,Jason Fletcher,,"Level Four Financial, LLC Roanoke VA 2217 Crystal Spring Ave SW",jfletcher@levelfourfinancial.com,,Salesforce
10763625,Inactive Investor,Elisabeth Ashbes,Portfolio Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,elisabeth.ashbes@morganstanley.com,,Salesforce
229570,, -,,[[Unknown]],brandon.sours148@gmail.com,,Organic Search
11053523,Inactive Investor,Ryan Stein,Chief Compliance Officer;Research Analyst,Redmont Wealth Chicago IL 455 N Cityfront Plaza Dr,rstein@redmontwealth.com,,Salesforce
11217351,,Omar Velasco,,,ovelasco@lincolninvestment.com,,Other
10765509,Inactive Investor,Michael Persche,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,michael.persche@morganstanley.com,,Salesforce
9640460,,Owen Thorne,,,othorne@wirral.gov.uk,,List import
10756952,Inactive Investor,Katherine Copps,Registered Client Associate,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",katherine.copps@rbc.com,,Salesforce
11080292,Inactive Investor,Tanya Howard-Grace,,"Allstate Financial Services, LLC Cleveland OH 2490 Lee Blvd",tanyahowardgrace@allstate.com,,Salesforce
10912932,Inactive Investor,Brian Berry,,Interactive Brokers LLC Chicago IL 209 S La Salle St,bberry@interactivebrokers.com,,Salesforce
11112653,Inactive Investor,Robert Riffle,,PFS Investments Inc. Parkersburg WV 1118 20th St,rriffle@primerica.com,,Salesforce
9574927,,Stuart Payment,,,spayment@sageviewadvisory.com,,List import
9621966,,sad dsg,,,abc1048576@grr.la,,List import
11036265,Inactive Investor,Rita Hernandez,,J.P. Morgan Securities LLC San Diego CA 5111 Mission Center Rd,rita.hernandez@jpmorgan.com,,Salesforce
11002073,Inactive Investor,Kevin Spohn,,LPL Financial LLC Sartell MN 300 Pine Cone Rd,kevin.spohn@lpl.com,,Salesforce
11186638,Inactive Investor,Ronalsha Mcdade,,J.P. Morgan Securities LLC Mansfield TX 2980 Matlock Rd,ronalsha.mcdade@jpmorgan.com,,Salesforce
11169911,Inactive Investor,Clinton Forry,Financial Advisor,Edward Jones Littlestown PA 314 N Queen St,clinton.forry@edwardjones.com,,Salesforce
11029660,Inactive Investor,Alexander Salidas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",alexander.salidas@ml.com,,Salesforce
11081049,Inactive Investor,Keith Bernstein,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",keith_bernstein@ml.com,,Salesforce
11004681,Inactive Investor,Kevin Keil,Financial Advisor,LPL Financial LLC San Diego CA 1081 Camino Del Rio S,kevin.keil@lpl.com,,Salesforce
207021,,Bob Hanft,Senior Strategic Advisor,Strategic Financial Services,rhanft@investstrategic.com,315-724-1776,Manual List Upload
10794587,Inactive Investor,Stuart Schwartz,Executive Director;Financial Advisor,Oppenheimer & Co. Inc. Dallas TX 13455 Noel Rd,stuart.schwartz@opco.com,,Salesforce
9601686,,Kristin Horton,,,khorton@havencapitalgroup.com,,List import
11150225,Inactive Investor,Yuchi Arnold,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",evelyn.arnold@wellsfargo.com,,Salesforce
10871983,Inactive Investor,Mitchell Layton,,"Raymond James Financial Services, Inc. Goodyear AZ 13200 W McDowell Rd",mitchell.layton@raymondjames.com,,Salesforce
10960915,Inactive Investor,Ashveen Goundar,,"Wells Fargo Clearing Services, LLC Union City CA 34356 Alvarado Niles Rd",,,Salesforce
240699,,Shaw Mark,,PIMCO Investment Management,mark.shaw@pimco.com,,Event
9599109,,Michael Bryan,,,michael.bryan@triadhybrid.com,,List import
11039233,Inactive Investor,Kriston Crow,,"Farmers Financial Solutions, LLC Odessa TX 3908 Tanglewood Ln",kcrow@farmersagent.com,,Salesforce
9617716,,Michael Langdon,,,mlangdon@frontenac.com,,List Import
10923995,Inactive Investor,John Eichler,,"St. Bernard Financial Services, Inc. Fayetteville AR 3159 E Mission Blvd",john.eichler@stbernardfinancial.com,,Salesforce
235051,, -,,[[Unknown]],bert-40@att.net,,
9633481,,Lance Lay,,,lancedavidlay@gmail.com,,List import
9588828,,usif abbasi,,,gb21bears7@yahoo.com,,List import
11092227,Inactive Investor,David Konikow,,"ValMark Securities, Inc. Livingston NJ 354 Eisenhower Pkwy",,,Salesforce
10939840,Inactive Investor,Mary Slack,,The Huntington Investment Company Xenia OH 194 N Detroit St,megan.slack@huntington.com,,Salesforce
9644140,,PHENG SHENG TENG,,,aaronaaronteng@gmail.com,,List import
10926439,Inactive Investor,Abigail Lehan,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
9574354,,Louis Pastore,,,louis.pastore@lfg.com,,List import
10955518,Inactive Investor,Van C Pappas,,"Kestra Investment Services, LLC Atlanta GA 3060 Peachtree Rd NW",,,Salesforce
11060050,Inactive Investor,Taylor Northrop,Financial Advisor;Investment Advisor Representative;Manager,GWN Securities Inc. Jupiter FL Private Residence,tnorthrop@gwnsecurities.com,,Salesforce
10696460,,Marckenson Zephirin,,Money Concepts,marck@moneyconcepts.com,,List Import
10906707,Inactive Investor,Christopher Woodhouse,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
9540641,,William Landuyt,,,wlanduyt@charterhousestrategic.com,,List Import
10866432,Inactive Investor,Robert Bonk,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,rdbonk@ft.newyorklife.com,,Salesforce
10945052,Inactive Investor,Jennifer Lutz,Chief Compliance Officer;Director,"Trademark Financial Management, LLC",jennifer@trademarkfinancial.us,,Salesforce
9632923,,Nicky Zhou,,,nzhou@ncuscr.org,,List import
9629916,,Gavin Jocius,,,guide@riverwise.net,,List import
10976643,Inactive Investor,Christopher Hall,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,christopherhall@statefarm.com,,Salesforce
10926693,Inactive Investor,John Maxey,Advisor;Chief Compliance Officer;Financial Advisor;Member;Partner,Redemption Capital,cole@redcapllc.com,,Salesforce
11110304,Inactive Investor,Rebecca Hansen,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",beckie.hansen@ml.com,,Salesforce
9595771,,Pavel Soroka,,,batster4@gmail.com,,List import
10937224,Inactive Investor,Melissa Melendez,,PFS Investments Inc. Munster IN 9245 Calumet Ave,melissa.melendez@primerica.com,,Salesforce
342432,,Chris Kolber,Operating Partner,Linden Capital Partners,ckolber@lindenllc.com,312-506-5600,Manual List Upload
10774840,Inactive Investor,Brett Stevens,,Vanguard Marketing Corporation,brett_stevens@vanguard.com,,Salesforce
10966621,Inactive Investor,Corey Goldiner,,Fidelity Brokerage Services LLC,,,Salesforce
10924441,Inactive Investor,Dante Porter,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,dante.porter@fidelity.com,,Salesforce
11144273,Inactive Investor,Daniel Macri,,LPL Financial LLC Staten Island NY 900 South Ave,,,Salesforce
11009594,Inactive Investor,Robert Wrye,,"Woodmen Financial Services, Inc. Roanoke VA 2107 Electric Rd",rwrye@woodmen.org,,Salesforce
9626620,,Luis Alberto Chacon Galindo,,,guicho85@prodigy.net.mx,,List import
10795049,Inactive Investor,Matthew Boehm,Financial Advisor,LPL Financial LLC Framingham MA 945 Concord St,matthew.boehm@lpl.com,,Salesforce
9574896,,Suyadi Suyadi,,,jakcyadi@gmail.com,,List import
10796635,Inactive Investor,Kurt Jackson,,Commonwealth Financial Network San Luis Obispo CA 1104 Palm St,kurt@centralcoastwm.com,,Salesforce
10956636,Inactive Investor,Caleb Henke,Associate,Edward Jones Brookfield MO 814 Fairlane Dr,caleb.henke@edwardjones.com,,Salesforce
9545306,,Katherine Flores,,,kflores@financialguide.com,,List import
9606487,,Caitlin Liu,,,caitlin.liu@forkast.news,,List import
10944301,Inactive Investor,Marsha Nuttall,Director - Client Service,"Aveo Capital Partners, LLC",,,Salesforce
11093993,Inactive Investor,Charles Mcglinn,,NYLIFE Securities LLC Edison NJ 379 Thornall St,cmcglinn@ft.newyorklife.com,,Salesforce
11010441,Inactive Investor,Colleen Hale,,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",colleen.hale@prudential.com,,Salesforce
11229885,Inactive Investor,Emily Burkle,,"Northwestern Mutual Investment Services, LLC Manchester IA 909 W Main St",emily.burkle@nm.com,,Salesforce
11201343,Inactive Investor,Corey Luetkemeyer,Financial Advisor,Edward Jones Jefferson City MO 1003 E McCarty St,corey.luetkemeyer@edwardjones.com,,Salesforce
10969068,Inactive Investor,Robert Farrell,Vice President,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
10965673,Inactive Investor,Elizabeth Dowen,,"Principal Securities, Inc.",,,Salesforce
10924944,Inactive Investor,Michael Drahos,,"Allstate Financial Services, LLC Manhattan Beach CA 1021 N Sepulveda Blvd",michaeldrahos@allstate.com,,Salesforce
241070,,Dan Hughes,Portfolio Management,[Unknown],dhughes@vaughannelson.com,,Event
10832707,,Carolyn Bradley,,,carolyn@grayscale.com,,Web Form Fillout
9641014,,Hedy Gelb,,,gelbhedy@yahoo.com,,List import
11130936,Inactive Investor,Calvin Vanness,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",calvin.vanness@ml.com,,Salesforce
10909789,Inactive Investor,Duane Shoop,,"KCD Financial, Inc. Anaheim Hills CA Private Residence",,,Salesforce
10920027,Inactive Investor,Darin Hillary,,NYLIFE Securities LLC Grand Rapids MI 333 Bridge St NW,dhillary@ft.newyorklife.com,,Salesforce
11084706,Inactive Investor,Mark Geraci,Financial Advisor,LPL Financial LLC Crystal Lake IL 950 Wheatland Dr,mark.geraci@lpl.com,,Salesforce
10874153,Inactive Investor,Christopher Securcher,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,christopher.securcher@lpl.com,,Salesforce
11160975,Inactive Investor,Andrew Wilensky,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,andrew.wilensky@fidelity.com,,Salesforce
9577189,,Ryan Wagner,,,ryan.wagner@transamerica.com,,List import
9566675,,Joel sylvanus,,,jledy05@gmail.com,,List import
10927144,Inactive Investor,Jason Howard,Associate Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.howard@jpmorgan.com,,Salesforce
10935040,Inactive Investor,Victor Maclaughlin,,"C2M Securities, LLC",,,Salesforce
10754501,Inactive Investor,Robert Tucker,Managing Member;Owner;Regulatory Contact;Wealth Advisor,Reston Wealth Management,rtucker@restonwealth.com,,Salesforce
10999094,Inactive Investor,Michael Han,Financial Advisor,"Pruco Securities, LLC. El Segundo CA 222 N Pacific Coast Hwy",michael.han@prudential.com,,Salesforce
10596585,,[Unknown],,,keyana@fourpondsfinancial.com,,Web Form Fillout
9552699,,Jack Scaff,,,jscaff@bandjadvisors.com,,List import
10935711,Inactive Investor,Gregory Agnone,,Cetera Advisors LLC Chepachet RI 2 Chestnut Hill Rd,,,Salesforce
9603683,,Khalid Kennedy,,,khldknnd@gmail.com,,List import
10759402,Inactive Investor,Salima Habib,,Citigroup Global Markets Inc.,salima.habib@citi.com,,Salesforce
10611252,,Anthony Salerno,Financial Advisor,,anthony.j.salerno@ampf.com,,List Import
11103740,Inactive Investor,Kristen Henk,Financial Consultant,&Partners Fort Worth TX 301 Commerce St,kristen.henk@andpartners.com,,Salesforce
10974775,Inactive Investor,Margaret Hall,,Cetera Advisors LLC Alabaster AL 6869 Hwy 119,margaret.hall@ceteraadvisors.com,,Salesforce
11128003,Inactive Investor,Amanda Featherston,,"Farmers Financial Solutions, LLC Woodland Hills CA 6303 Owensmouth Ave",,,Salesforce
10817282,Inactive Investor,Jerry Hunt,Financial Advisor,Edward Jones South Bend IN 212 E Lasalle Ave,jerry.hunt@edwardjones.com,,Salesforce
10928562,Inactive Investor,Dionisios Tzouloufis,,State Farm VP Management Corp. Newark OH 23 Forry St,dionisiostzouloufis@statefarm.com,,Salesforce
11126358,Inactive Investor,Spencer Hall,Chief Compliance Officer;Member;President,Retirement Planning Services,spencer@confidenceandrest.com,,Salesforce
11067101,Inactive Investor,Charles Skipper,,"Farmers Financial Solutions, LLC Memphis TN 6520 Stage Rd",cskipper@farmersagent.com,,Salesforce
10995744,Inactive Investor,Whitney Spalding Spencer,Financial Advisor;Vice President,"Relative Value Partners, LLC Denver CO 2960 Simms St",,,Salesforce
9594586,,Bradley Weber,,,bweber@aspiriant.com,,List import
10915865,Inactive Investor,Douglas Anderson,Owner;Principal,"Life Strategies, Inc.",,,Salesforce
373985,,collins offoha,,[Unknown],offoha3000@gmail.com,,source
10880208,Inactive Investor,Sandra Healey,,"First Citizens Investor Services, Inc. Boston MA 53 State St",sandra.healey@firstcitizens.com,,Salesforce
10812165,Inactive Investor,Philip Levi,,"Farmers Financial Solutions, LLC San Diego CA 9988 Hibert St",plevi@farmersagent.com,,Salesforce
11111242,Inactive Investor,Norma Aguilar,,J.P. Morgan Securities LLC Greenville TX 5906 Wesley St,norma.aguilar@jpmorgan.com,,Salesforce
10612238,,Elizabeth Kennedy,Financial Advisor,,liz.ken99@gmail.com,,List Import
11054095,Inactive Investor,Xiaojun Ma,,"Transamerica Financial Advisors, Inc Bellevue WA 2330 130th Ave NE",xiaojun.ma@tfaconnect.com,,Salesforce
10995632,Inactive Investor,Wonwyne Hale,,Fidelity Brokerage Services LLC,,,Salesforce
11196736,Inactive Investor,John Daly,,"Equitable Advisors, LLC Grosse Ile MI 25814 E River Rd",john.daly@equitable.com,,Salesforce
10619773,,Barbara Ingelhart,,,barbara.ingelhart@raymondjames.com,,List Import
346027,,Howard Punch,President & Chief Investment Officer,"Punch & Associates Investment Management, Inc.",howard.punch@punchinvest.com,952-224-4350,Manual List Upload
11087176,Inactive Investor,Patrick Maguire,Financial Advisor,Edward Jones Mount Horeb WI 1728 Springdale St,patrick.maguire@edwardjones.com,,Salesforce
10837170,Inactive Investor,Geoffrey Merl,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Columbus OH 1 Easton Oval",geoffrey.merl@wellsfargoadvisors.com,,Salesforce
11067757,Inactive Investor,Lisa Ross,,State Farm VP Management Corp. Surprise AZ 14827 W Bell Rd,,,Salesforce
10805901,Inactive Investor,Nisha Jhaveri,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",nisha.a.jhaveri@ml.com,,Salesforce
9613210,,Frances Tuite,,,ftuite@fairpointecapital.com,,List import
10921806,Inactive Investor,Xraka White,,PFS Investments Inc. Houston TX 13100 Wortham Center Dr,xraka.white@primerica.com,,Salesforce
10925088,Inactive Investor,Anna Cantwell,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,anna.cantwell@fmr.com,,Salesforce
11105163,Inactive Investor,Danielle Salzer,,"Raymond James & Associates, Inc.",danielle.salzer@raymondjames.com,,Salesforce
9620378,,Kody Kester,,,ninerguy07@yahoo.com,,List import
10612039,,Eugene Conese,"Co-Founder, Member, Senior Advisor",,gconese@gridironcapital.com,,List Import
11114336,Inactive Investor,Jammie Hunter,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dothan AL 4801 W Main St",jammie_hunter@ml.com,,Salesforce
11070989,Inactive Investor,Elizabeth Ware,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10658249,,Sherry Dalgaard,,,sdalgaard@gwnsecurities.com,,List Import
10819179,Inactive Investor,Nadege Etienne,Private Client Advisor,J.P. Morgan Securities LLC San Diego CA 4111 Governor Dr,nadege.etienne@jpmorgan.com,,Salesforce
9587134,,Rodrigo Huerta,,,rhuerta@westfinancial.com,,List import
10514613,,Joe Scott,,Wellsfargo,joe.scott@wellsfargoadvisors.com,,List Import
10976212,Inactive Investor,Laura Horton,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11154266,Inactive Investor,Robert La Gesse,Financial Advisor,"Ameriprise Financial Services, LLC Saint Charles IL 619 W Main St",robert.m.lagesse@ampf.com,,Salesforce
10827070,Inactive Investor,Keith Deimling,,Cetera Financial Specialists LLC Medina OH 3637 Medina Rd,keith.deimling@ceterafs.com,,Salesforce
11050120,Inactive Investor,Dino Macaluso,,Purshe Kaplan Sterling Investments,dmacaluso@pksinvest.com,,Salesforce
11036357,Inactive Investor,Carolyn Wemhoff,,"FBL Marketing Services, LLC Humphrey NE 301 Main St",carolyn.wemhoff@fbfs.com,,Salesforce
10958729,Inactive Investor,Patrick Hickey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 135 S La Salle St",patrick.e.hickey@ml.com,,Salesforce
11168269,Inactive Investor,Andres Valdez,,Fidelity Brokerage Services LLC,,,Salesforce
10911703,Inactive Investor,Patrick Hannon,Wealth Advisor,Planning Alternatives Ltd,patrick.hannon@planningalt.com,,Salesforce
10510083,,david dziekanski,CIO,Quantify Chaos Advisors,dmdzieka@gmail.com,,List Import
10779773,Inactive Investor,Loren Weiss,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,loren.weiss@ubs.com,,Salesforce
245585,,Ben Pitts,Director of Advisor Sales,TIFIN Wealth,bpitts@tifin.com,,Manual List Upload
10962232,Inactive Investor,Sophie Forbes,,Vanguard Marketing Corporation,sophie_forbes@vanguard.com,,Salesforce
2699540,,Paris Yawer mer,,,paris@gemail.com,,
9588226,,Theodore Lauzen,,,tlauzen@greyfoxwealth.com,,List import
10998365,Inactive Investor,Donta Harris,,J.P. Morgan Securities LLC Vancouver WA 13215 SE Mill Plain Blvd,donta.harris@jpmorgan.com,,Salesforce
11021345,Inactive Investor,Stacy Jew,,"Stifel, Nicolaus & Company, Incorporated Coeur D Alene ID 2100 Northwest Blvd",oldfields@stifel.com,,Salesforce
370300,,antonio angelo ghiselli,,TBD,tghiselli@sbcglobal.net,tghiselli@sbcglobal.net,
9588608,,April Jones,,,april.jones@fmr.com,,List import
10765915,Inactive Investor,Joseph Toledano,,Morgan Stanley,joseph.toledano@morganstanley.com,,Salesforce
10957807,Inactive Investor,Kevin Shanks,,"Parkland Securities, LLC Saginaw MI 2520 N Thomas Rd",kshanks@parklandrep.com,,Salesforce
4926976,,seak tom,,,taxox39784@lidely.com,,Web Form Fillout
9635571,,Autumn Campbell,,,autumn@theplanningcenter.com,,List import
9641432,,Han Lau,,,han@euescreengems.com,,List import
199554,,Samuel Johnson,"Chairman, And Co-CEO","Johnson Sterling, Inc.",sjohnson@johnsonsterling.com,205-871-9940,Manual List Upload
10923841,Inactive Investor,Jason Harris,,NYLIFE Securities LLC Canastota NY Private Residence,harrisjj@ft.newyorklife.com,,Salesforce
142610,,Jeffrey Current,Financial Advisor,"VALIC Financial Advisors, Inc.",jeff.current@valic.com,509-381-6000,
9593052,,Jos Evans,,,londonjevans@gmail.com,,List import
10852317,Inactive Investor,Natalie Redig,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Los Angeles CA 2121 Avenue of the Stars",,,Salesforce
9578162,,Michael Diab,,,diab_1900@yahoo.com,,List import
10874918,Inactive Investor,Charlotte Said,,Evercore Group L.L.C.,charlotte.said@evercore.com,,Salesforce
224055,,Michael DABBENE,,[Unknown],mdabbenewater@gmail.com,,Direct
10508194,,Nello Cafcules,Head of ETFs,FalconX,nello.cafcules@falconx.io,,List Import
10897165,Inactive Investor,Eric Harris,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11034478,Inactive Investor,Brandon Bondoc,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,bbondoc@ft.newyorklife.com,,Salesforce
11073903,Inactive Investor,Marques Bobo,Financial Advisor,"Ameriprise Financial Services, LLC Round Rock TX 2851 Joe Dimaggio Blvd",marques.bobo@ampf.com,,Salesforce
11206631,Inactive Investor,Jacob Ries,Wealth Advisor,LPL Financial LLC Crystal Lake IL 413 E Terra Cotta Ave,jake.ries@lpl.com,,Salesforce
9560871,,Lakieda Johnson,,,kiedacarter@yahoo.com,,List import
10787970,Inactive Investor,Stewart Vaughn,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",greg.vaughn@nm.com,,Salesforce
11071755,Inactive Investor,Darren Limesand,,"Cambridge Investment Research, Inc. Bowman ND 105 S Main St",,,Salesforce
248066,,Jonas Jonas,,[Unknown],jonas@mailinator.com,,Organic Search
10752514,Inactive Investor,Bernard Yip,,"Raymond James Financial Services, Inc. Honolulu HI 820 W Hind Dr",bernard.yip@raymondjames.com,,Salesforce
10964124,Inactive Investor,Margery Leblanc,,Edward Jones New Iberia LA 117 Emile Verret Rd,,,Salesforce
11190772,Inactive Investor,Cameron Maring,Account Executive,Fisher Investments,,,Salesforce
9621731,,Chanatip Pinrattana,,,turchanatip@gmail.com,,List import
11024509,Inactive Investor,Jeffrey Digiantommaso,,"Intercarolina Financial Services, Inc. Clemmons NC 6000 Meadowbrook Mall Ct",,,Salesforce
11123601,Inactive Investor,Aftab Ahmad,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 6701 Democracy Blvd",aftab.x.ahmad@ampf.com,,Salesforce
632,,,,,priyanka@250ok.in,,
11092779,Inactive Investor,William Valentine,Financial Advisor,Davenport & Company LLC,wvalentine@investdavenport.com,,Salesforce
9599497,,Ross Richardson,,,ross@pembrokeadvisors.com,,List import
10792347,Inactive Investor,Viveka Ryn,Co-Founder;Founding Member;Managing Partner;Member;Partner,Aegis Wealth,,,Salesforce
1005062,Inactive Investor,Michael Roffey,,Michael Roffey,michael@roffey.co.za, +27827790943,Organic Search
10618488,,Scott Reighard,,,sreighard@rwbaird.com,,List Import
9586667,,Stuart Taylor,,,stuart.taylor@royalaa.com,,List import
11152371,Inactive Investor,Jeffrey Crowell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10871171,Inactive Investor,John Walcutt,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10811060,Inactive Investor,Martin McLaughlin,Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,martin.mclaughlin@ubs.com,,Salesforce
11157953,Inactive Investor,Sophia Tzemis,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",sophia_tzemis@ml.com,,Salesforce
9562984,,Leslie Thompson,,,lthompson@spectrum-mgmt.com,,List import
10848686,Inactive Investor,Chano Arellano,Chief Compliance Officer;Managing Member,"Building Equities, LLC",,,Salesforce
9591357,,Matthew Falley,,,mfalley@cityview.com,,List import
10813019,Inactive Investor,Robert Holstein,Financial Professional,"Equitable Advisors, LLC Metairie LA Private Residence",robert.holstein@equitable.com,,Salesforce
9600150,,Gregory Davis,,,gregory.davis@mcgladrey.com,,List import
10819258,Inactive Investor,Kris Geary,,"Kestra Investment Services, LLC Greensburg PA 314 Old Rte 30",,,Salesforce
10801790,Inactive Investor,David Dick,Chief Compliance Officer;Principal,"Financial Plan, Inc.",david.dick@financialplaninc.com,,Salesforce
10773650,Inactive Investor,Kerri Peterson,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",kerri.peterson@valic.com,,Salesforce
10917534,Inactive Investor,Luke Werth,,"Northwestern Mutual Investment Services, LLC Edmond OK 16364 Muirfield Pl",luke.a.werth@nm.com,,Salesforce
9607328,,Yury Zinkevich,,,lyaowoo@gmail.com,,List import
11032560,Inactive Investor,Angela Christie,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",angie.christie@nm.com,,Salesforce
9620056,,Charles McMahon,,,mcmahonc2020@gmail.com,,List import
11088774,Inactive Investor,Timothy Schmidt,Senior Associate,Neuberger Berman BD LLC,,,Salesforce
11003784,Inactive Investor,Morgan Lougee,Financial Advisor,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",mlougee@financialguide.com,,Salesforce
9644104,,Nicole Velez,,,nicolevelez934@gmail.com,,List import
11132354,Inactive Investor,Adam Cader,Personal Advisor,"Synovus Securities, Inc.",adamcader@synovus.com,,Salesforce
11149115,Inactive Investor,Nathan McClanahan,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,nathan.mcclanahan@lpl.com,,Salesforce
9580627,,Thomas Montgomery,Senior Financial Advisor,"WealthStar Advisors, LLC",tmontgomery@wealthstaradvisors.com,972-372-2970,List import
11048990,Inactive Investor,Randall Lueckenotte,,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",,,Salesforce
11109593,Inactive Investor,Beau Smith,Financial Advisor,Edward Jones Denver CO 950 S Cherry St,beau.smith@edwardjones.com,,Salesforce
11182886,Inactive Investor,Neil Conway,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,neil.conway@ubs.com,,Salesforce
10974065,Inactive Investor,Evan Reichel,Director - Wealth Management Services,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",evan.w.reichel@nm.com,,Salesforce
10604537,,Elana Sadok,Wealth Planning Associate,Stage Harbor Financial,esadok@stageharborfinancial.com,7819343141,List Import
11173454,Inactive Investor,Matthew Winston,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",matthew.winston@nm.com,,Salesforce
10871958,Inactive Investor,Bianka Peneva,Financial Advisor,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",bianka.peneva@wellsfargo.com,,Salesforce
243766,,Zachary Wilkoff,Lead Generation Executive,Endava Inc,zach.wilkoff@endava.com,14042901372,Manual List Upload
11148008,Inactive Investor,James Wissmiller,Financial Advisor,Edward Jones New Braunfels TX 195 W Jahn St,james.wissmiller@edwardjones.com,,Salesforce
10811040,Inactive Investor,Dawna Turner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",dawna.turner@ml.com,,Salesforce
11088507,Inactive Investor,Andrew Semjen,,"Raymond James Financial Services, Inc. Braintree MA 25 Braintree Hill Park",,,Salesforce
10950227,Inactive Investor,Felicia Carucci,Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
10884619,Inactive Investor,Anthony Licocci,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anthony_licocci@vanguard.com,,Salesforce
10820468,Inactive Investor,Marilyn Stanaway,Financial Advisor;Senior Investment Consultant;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,m.sue.stanaway@morganstanley.com,,Salesforce
10635233,,Leela Mohan,,,mohan.ibeforum@gmail.com,,Web Form Fillout
11132593,Inactive Investor,John Mcandrew,Chief Compliance Officer;Managing Member;Owner,John McAndrew Financial Advisors LLC Park City UT Private Residence,john@johnmcandrewfa.com,,Salesforce
11069580,Inactive Investor,Diana Aguilar,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",,,Salesforce
9581102,,Amy Brocklin,,,avanbrocklin@lvzadvisors.com,,List import
9628511,,Velmurugan Durairaj,,,dvelmurugan@gmail.com,,List import
344430,,Amy Oman,Client Relations Associate,U.s. Financial Advisors,amy@uswealthoman.com,781-849-9200,Manual List Upload
11061336,Inactive Investor,Rance Sweeten,Financial Advisor,LPL Financial LLC Missouri City TX Private Residence,rance.sweeten@lpl.com,,Salesforce
10953782,Inactive Investor,Bradley Edwards,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10941118,Inactive Investor,Bradley Sonoda,Financial Advisor,Edward Jones Chandler AZ 10325 E Riggs Rd,brad.sonoda@edwardjones.com,,Salesforce
9629171,,Nicky Hoyle,,,nicky.hoyle@yahoo.co.uk,,List import
11010983,Inactive Investor,Sara Bove,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",sara.bove@equitable.com,,Salesforce
10882179,Inactive Investor,Evan Schutzman,,"Northwestern Mutual Investment Services, LLC Boston MA 20 Newbury St",evan.schutzman@nm.com,,Salesforce
9601253,,Michael Neiberg,,,michael@aoasset.com,,List import
11080331,Inactive Investor,Amanda Ashley,,Fidelity Brokerage Services LLC,,,Salesforce
10917711,Inactive Investor,Barry Cronin,,"The Leaders Group, Inc.",barry@leadersgroup.net,,Salesforce
10833268,Inactive Investor,Avelino Andrade,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",avelino.andrade@prudential.com,,Salesforce
333796,,Lorrie Onaga,Professional Mortgage Lender,"Bancwest Investment Services, Inc. (bwis)",lorrie.onaga@fhb.com,800-338-3919,Manual List Upload
9628462,,Anise Xiao,,,xiaoanise@gmail.com,,List import
321743,,Anaima Troncoso,,Dow Jones,anaima.troncoso@wsjbarrons.com,,Manual List Upload
11094990,Inactive Investor,Meredith Pechter,Member,"Cacti Asset Management, LLC Atlanta GA 3655 Peachtree Rd NE",,,Salesforce
11004834,Inactive Investor,Noel Patillo,,J.P. Morgan Securities LLC Belvedere Tiburon CA 1535 Tiburon Blvd,noel.patillo@jpmorgan.com,,Salesforce
10987485,Inactive Investor,Rahja Porter,,"Osaic Wealth, Inc. Leesburg VA Private Residence",,,Salesforce
9622432,,Ashish Kumar,,,ashishkumarsunny@gmail.com,,List import
10770326,Inactive Investor,Susan Bryant,Financial Advisor,"Ameriprise Financial Services, LLC Alcoa TN 371 Fountain View Cir",susan.t.bryant@ampf.com,,Salesforce
10839390,Inactive Investor,Joseph Grayson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joseph.grayson@ml.com,,Salesforce
11255148,Inactive Investor,Michael Jordan,Investment Advisor Representative,Traynor Capital Management,,,Salesforce
10648396,,Glenn Perry,,,glenn.perry@fmr.com,,List Import
9617883,,Ryan Ward,,,rward@bamfunds.com,,List import
374834,,Dale Wolberg,President,Focused Financial Solutions,dale@focusedfinancialsolutions.com,(303) 242-8208,Salesforce
49688,,Jason Bingham,Partner,Thrivent Investment Management Inc.,jason.bingham@thrivent.com,828-465-3222,
249163,,Jose Luis Urrutia,President,Compa?ia Climatizadora,jlu@climatizadora.com.pa,,Manual List Upload
10875318,Inactive Investor,Robert Watson,Chief Operating Officer,MariPau Wealth Management LLC,,,Salesforce
10801033,Inactive Investor,Alexander Marek,Founding Partner;Partner;Senior Wealth Advisor,"Ironwood Wealth Management, LLC",amarek@ironwoodwm.com,,Salesforce
10864014,Inactive Investor,William Sullivan,Financial Advisor,LPL Financial LLC Goshen NY 5 Hatfield Ln,,,Salesforce
11254573,Inactive Investor,Matthew Blahunka,Financial Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,matthew.blahunka@morganstanley.com,,Salesforce
9581857,,Mika Malone,,,mmalone@meketagroup.com,,List import
11119295,Inactive Investor,Kyle Iske,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,kyle.iske.r7iv@statefarm.com,,Salesforce
10863296,Inactive Investor,Arman Gokgol-Kline,Limited Partner,Hyperion Capital Advisors LP New York NY 9 W 57th St,,,Salesforce
10946816,Inactive Investor,Natalie Chotiner,,"Empower Financial Services, Inc",,,Salesforce
10976484,Inactive Investor,Danielle Bailleu,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",danielle.bailleu@prudential.com,,Salesforce
10827471,Inactive Investor,Carrie Benson,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",,,Salesforce
11073165,Inactive Investor,Angela Thorn,Senior Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",athorn@sequoia-financial.com,,Salesforce
7442942,,Md Roshid Miya Miya,,,dianaharon32@gmail.com,,Web Form Fillout
9604790,,Daniel Kimes,,,kimesdanny@gmail.com,,List import
11156180,Inactive Investor,Kevin Darrow,Client Service Manager;Financial Advisor,"Ameriprise Financial Services, LLC Ann Arbor MI 1310 S Main St",kevin.r.darrow@ampf.com,,Salesforce
11007054,Inactive Investor,Joseph Miller,,"RBC Capital Markets, LLC",,,Salesforce
10820665,Inactive Investor,Richard Miller,Registered Wealth Advisor,LPL Financial LLC Emporia KS 2923 W US Hwy 50,richardd.miller@lpl.com,,Salesforce
10756221,Inactive Investor,William Fernandez,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 17802 W Interstate 10",wfernandez@ml.com,,Salesforce
10963569,Inactive Investor,Collin Anderson,,"Northwestern Mutual Investment Services, LLC",collinanderson@northwesternmutual.com,,Salesforce
11148808,Inactive Investor,Thomas Coughlin,,Oppenheimer & Co. Inc. Bethlehem PA 1525 Valley Center Pkwy,thomas.coughlin@opco.com,,Salesforce
10927022,Inactive Investor,Jorge Rodriguez,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9584941,,Cameron Smith,,,cameron@mayfairprivateoffice.co.uk,,List import
11124436,Inactive Investor,Diana Cluck,,J.P. Morgan Securities LLC Midland TX 3209 Courtyard Dr,diana.cluck@jpmorgan.com,,Salesforce
9548633,,Michael Ward,,,mward1958@hotmail.com,,List import
11228959,Inactive Investor,Jason Veals,,Edward Jones Ellicott City MD 9090 Chevrolet Dr,,,Salesforce
11005166,Inactive Investor,Nikki Ward,Chief Operating Officer;Investment Advisor,Siler Wealth Management,nikki@stockdr.com,,Salesforce
11030908,Inactive Investor,Kylie Quintero,Customer Relationship Specialist,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
10866058,Inactive Investor,Grady Nigreville,,State Farm VP Management Corp. Ridgeland MS 6969 Old Canton Rd,,,Salesforce
238415,,hannah.j.allan@gmail.com Allan,,[Unknown],hannah.j.allan@gmail.com,,Organic Search
373703,,Paisan Kanthang,,[Unknown],pkanthang@gmail.com,,source
11107931,Inactive Investor,Natalie Gecewicz,Financial Consultant,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",natalie.gecewicz@equitable.com,,Salesforce
11046210,Inactive Investor,Kirk Boyum,Financial Advisor,Edward Jones Rochester MN 40 16th St SE,kirk.boyum@edwardjones.com,,Salesforce
10929713,Inactive Investor,Jonathan Mandas,,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",jmandas@financialguide.com,,Salesforce
10794593,Inactive Investor,Tim Shield,Financial Professional,LPL Financial LLC Fillmore CA 567 Sespe Ave,tim.shield@lpl.com,,Salesforce
11204954,Inactive Investor,Russell Holtzman,Client Service Associate,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
9628073,,Nuala Moran,,,pennydangerband@gmail.com,,List import
189652,,Michael Magnuson,,Magnuson Wealth Management,michael.magnuson@lfg.com,773-867-3657,
9587726,,Amy Young,,,ayoung@hammespartners.com,,List import
10984177,Inactive Investor,Timothy Walt,Chief Compliance Officer;Financial Planner;Managing Member,"CVW Financial, LLC Plymouth MA 2 Pilgrim Hill Rd",tim@cvwfinancial.com,,Salesforce
11198513,Inactive Investor,Kevin Gaver,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9625588,,Bob Thurnhoffer,,,bobthurnhoffer@gmail.com,,List import
10914316,Inactive Investor,Michael Ponce,,J.P. Morgan Securities LLC Redlands CA 555 N Eureka St,michael.r.ponce@jpmorgan.com,,Salesforce
10869452,Inactive Investor,Hugo Suarez,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 6510 W Little York Rd,hugo.a.suarez@jpmorgan.com,,Salesforce
11116217,Inactive Investor,Steven Gutierrez,,PFS Investments Inc. Sacramento CA 7230 S Land Park Dr,steven.gutierrez@primerica.com,,Salesforce
9600423,,Ahmed Ghulamali,,,ahmed.ghulamali@trilogyfs.com,,List import
10809254,Inactive Investor,Jeffrey Turnipseed,,"Kestra Investment Services, LLC Ridgeland MS 220 Trace Colony Park Dr",jturnipseed@kestrafinancial.com,,Salesforce
9607734,,Jim -,,,jim@leadermarketsllc.com,,List import
10810151,Inactive Investor,Luke Meekins,Chief Compliance Officer;President,"FleetStar Advisors, LLC",luke@fleetstar.com,,Salesforce
229104,, -,,[[Unknown]],john@tiptonlathambank.com,,Organic Search
49796,,Jonathan Hoyme,,"Thrivent Advisor Network, LLC",jonathan.hoyme@thrivent.com,,
11085813,Inactive Investor,Connor Introna,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",intronac@stifel.com,,Salesforce
10880046,Inactive Investor,Brian Pruitt,,J.P. Morgan Securities LLC Fresno CA 1380 W Shaw Ave,brian.l.pruitt@jpmorgan.com,,Salesforce
10880313,Inactive Investor,John Mack,Financial Consultant,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",john.mack@equitable.com,,Salesforce
10919859,Inactive Investor,Rob Stuyverson,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 1700 Summit Lake Dr,rob_stuyverson@glic.com,,Salesforce
10987584,Inactive Investor,Martin Perdoux,Financial Advisor,Savant Wealth Management Wilmette IL 1000 Skokie Blvd,mperdoux@savantwealth.com,,Salesforce
11108597,Inactive Investor,Sean Tully,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Commack NY 41 Veterans Memorial Hwy",sean.tully@ml.com,,Salesforce
11073288,Inactive Investor,Jennifer Landon,Chief Compliance Officer;Chief Executive Officer;President,"Journey Retirement Planning and Investment Management, LLC",jlandon@journeyretirement.com,,Salesforce
10944206,Inactive Investor,Elizabeth Glaser,Investment Advisor;Investment Advisor Representative,"Iowa Wealth Management, LLC",libby@iowawealth.com,,Salesforce
10825098,Inactive Investor,James Cargo,Financial Advisor,Edward Jones Oswego IL 1063 Station Dr,jim.cargo@edwardjones.com,,Salesforce
10892005,Inactive Investor,Thomas Avant,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Birmingham AL 850 Shades Creek Pkwy",thomas.avant@benjaminfedwards.com,,Salesforce
11017191,Inactive Investor,Nicole Falco,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10897087,Inactive Investor,Heather Carey,,LPL Financial LLC Duluth MN 331 W Superior St,heather.carey@lpl.com,,Salesforce
9644639,,Jennifer Gross,,,torrisittman@gmail.com,,List import
9631772,,Charles Burden,,,burdentom6@gmail.com,,List import
10778973,Inactive Investor,Jeffrey Jacobs,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11168066,Inactive Investor,Dean Breitbach,Account Vice President;Senior Wealth Strategy Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,dean.breitbach@ubs.com,,Salesforce
11064000,Inactive Investor,Christopher Koob,Senior National Sales Director,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,christopher.koob@primerica.com,,Salesforce
10792278,Inactive Investor,Lawrence Maddox,Chief Compliance Officer;Partner;President,Horizon Wealth Advisors Houston TX 5851 San Felipe St,lmaddox@horizon-advisors.com,,Salesforce
11080387,Inactive Investor,Ron Peacock,Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Fort Collins CO 3711 John F Kennedy Pkwy,ron.peacock@ubs.com,,Salesforce
11188415,Inactive Investor,Michael Phalen,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,michael.b.phalen@jpmorgan.com,,Salesforce
10896591,Inactive Investor,Gregg Lawrence,,"Grove Point Investments, LLC Franklin TN 3326 Aspen Grove Dr",glawrence@hbeckinc.com,,Salesforce
11203711,Inactive Investor,Kimberly Albano,Vice President,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,kimberly.albano@jpmorgan.com,,Salesforce
11034570,Inactive Investor,Carlton Abrams,,PFS Investments Inc. New York NY 301 W 135th St,carlton.abrams@primerica.com,,Salesforce
11222311,,Donna Cuiffo,,,donna@clarfeld.com,,List Import
11095823,Inactive Investor,Craig Slayen,Principal,Winship Wealth Partners Ross CA 23 Ross Cmn,cslayen@winshipwealth.com,,Salesforce
371654,,Christopher Goldsbury,,[Unknown],crgoldsbury@gmail.com,,Salesforce
9546951,,Li-Ann Wong,,,liann.wong1@gmail.com,,List import
9636092,,Erin Hatley,,,erinhatley@tcwealthadvisors.com,,List import
334835,,Marina Lund,Chief Executive Officer,Longview Partners Llp,mlund@longview-partners.com, -78094076,Manual List Upload
9609465,,James Gingles,,,jgingles@oaktreesecurities.net,,List import
11055160,Inactive Investor,Kim Andranovich,Head - Enterprise Relationship Management;Senior Vice President,Vestwell Advisors LLC,kim.andranovich@vestwell.com,,Salesforce
11186163,Inactive Investor,Monica Freeny,,"Cambridge Investment Research, Inc. Tulsa OK 6660 S Sheridan Rd",,,Salesforce
10616347,,Christopher Zerbst,,,christopher.f.zerbst@citi.com,,List Import
10932845,Inactive Investor,Steve Nazoyan,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10910104,Inactive Investor,John Defonso,Partner,Aqua Capital Advisors,,,Salesforce
10848125,Inactive Investor,Gregory Williamson,,"Sunbelt Securities, Inc. Lexington KY 2365 Harrodsburg Rd",,,Salesforce
10753371,Inactive Investor,Denisse O'Donnell,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Key Biscayne FL 100 Crandon Blvd",denisse.odonnell@wellsfargo.com,,Salesforce
76074,,Colleen Affeldt,"Managing Director, Member",RGT Wealth Advisors,caffeldt@rgtadvisors.com,214-360-7000,
10881665,Inactive Investor,Devin Reimer,President,Intellicents Investment Solutions Inc Pella IA 725 Main St,,,Salesforce
9627716,,Jenny Soh,,,starlightsandbright@gmail.com,,List import
9568239,,Mike Rogers,,,rogerscapital@comcast.net,,List import
341748,,Paul Noland,Vice President,"L & B Realty Advisors, Llp",pnoland@lbrealty.com,214-989-0800,Manual List Upload
11211923,Inactive Investor,James Parenti,,LPL Financial LLC El Dorado Hills CA 3907 Park Dr,jim.parenti@lpl.com,,Salesforce
11095825,Inactive Investor,Sue Mcmillen,Chief Talent Officer;Vice President,"Oxford Financial Group, Ltd",smcmillen@ofgltd.com,,Salesforce
224334,,walter back,,[Unknown],walterback@yahoo.com,,Direct
10931420,Inactive Investor,Jeremy Kleine,,Country Capital Management Company Galesburg IL 415 N Henderson St,jeremy.kleine@countryfinancial.com,,Salesforce
11168257,Inactive Investor,Emily Hussey,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,emily.hussey@fmr.com,,Salesforce
9540959,,Stephen Adamson,,,sadamson@pacificpremiertrust.com,,List Import
10954591,Inactive Investor,Gabrielle Quick,,Fidelity Brokerage Services LLC,,,Salesforce
11194928,Inactive Investor,Robert Trail,,"Farmers Financial Solutions, LLC Beaumont TX 7535 Hwy 105",rtrail@farmersagent.com,,Salesforce
11109652,Inactive Investor,Nataliya Bannick,,J.P. Morgan Securities LLC Scottsdale AZ 15415 N 65th Pl,,,Salesforce
10883304,Inactive Investor,John Query,Financial Advisor,Edward Jones Carolina Beach NC 1206 Lake Park Blvd N,john.query@edwardjones.com,,Salesforce
9637679,,Leslie Lake,,,ll@invus.com,,List import
9579622,,Kenneth Wink,,,ken@summitfc.net,,List import
11083527,Inactive Investor,Judith Morales,,J.P. Morgan Securities LLC Algonquin IL 1000 S Randall Rd,judith.morales@jpmorgan.com,,Salesforce
10781021,Inactive Investor,Richard Zimmerman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,richard.zimmerman@fidelity.com,,Salesforce
11184276,Inactive Investor,Matthew Rittenhouse,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",matt.rittenhouse@rbc.com,,Salesforce
373830,,Carlos Caceres,,[Unknown],carlos_caceres@msn.com,,source
9560472,,ross rubin,,,ross@normanrubininc.com,,List import
11122629,Inactive Investor,David Grant,Financial Advisor,Edward Jones Pickens SC 302 Griffin St,david.a.grant@edwardjones.com,,Salesforce
10824474,Inactive Investor,Scott Sangerman,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",scott.sangerman@rbc.com,,Salesforce
340360,,Namit Sinha,Head Of Mortgage Strategies,"Angel Oak Capital Advisors, Llc",namit.sinha@angeloakcapital.com,404-953-4900,Manual List Upload
10808469,Inactive Investor,Diane Zing,Vice President - Wealth Management,"Trilogy Capital, Inc. Denver CO 101 University Blvd",diane.zing@trilogyfs.com,,Salesforce
11174942,Inactive Investor,William Jene,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,william.jene@morganstanley.com,,Salesforce
10930722,Inactive Investor,Barbara Crnkovich Smith,,"Cambridge Investment Research, Inc. Bellevue WA 40 Lake Bellevue Dr",barbara.crnkovichsmith@cambridgeresource.com,,Salesforce
9585438,,Audrey Dimarzo,,,adimarzo@rizvitraverse.com,,List import
5314085,,keama tola,,,fetomo5928@probdd.com,8009632586,Web Form Fillout
9565757,,Sarah White,,,swhite@massmutual.com,,List import
10957134,Inactive Investor,Matthew Josten,,"American Fidelity Securities, Inc.",,,Salesforce
11019830,Inactive Investor,Mamoon Khalid,Investment Consultant,J.P. Morgan Securities LLC Grand Prairie TX 3980 S Carrier Pkwy,,,Salesforce
10796798,Inactive Investor,Jason Dworak,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,danielle.p.larsen@ubs.com,,Salesforce
349122,,Ellis Whipple,Chief Financial Officer,Viking Global Investors Lp,ewhipple@vikingglobal.com,203-863-5000,Manual List Upload
11174788,Inactive Investor,Beth Sweeney,,"Steward Partners Investment Solutions, LLC Boston MA 1 International Pl",beth.sweeney@stewardpartners.com,,Salesforce
11044746,Inactive Investor,Troy Sayer,,State Farm VP Management Corp. Eagle River AK 11823 Old Glenn Hwy,,,Salesforce
10987404,Inactive Investor,Erjeta Shehi,,J.P. Morgan Securities LLC Largo FL 13883 Walsingham Rd,erjeta.shehi@chase.com,,Salesforce
186464,,Mary Caparros,,[[Unknown]],mcaparros0716@gmail.com,,Initial Salesforce Import
11152904,Inactive Investor,Brian McKittrick,Financial Advisor,"Osaic Wealth, Inc. Devon PA 208 Old Lancaster Rd",,,Salesforce
9642428,,c f,,,junk@onedrip.com,,List import
11179537,Inactive Investor,Todd Smith,Alternative Investment Director;Corporate Retirement Director;Family Wealth Advisor;Financial Wellness Director;Senior Vice Pres,Morgan Stanley Seattle WA 601 Union St,todd.a.smith@morganstanley.com,,Salesforce
11202440,Inactive Investor,Brian Fahey,Chief Investment Officer;Principal,Personal Investment Management Inc,brianf@pim4you.com,,Salesforce
10933340,Inactive Investor,Erica Carlson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10992502,Inactive Investor,Harold Goedgedrag,Financial Associate,Thrivent Investment Management Inc. Granite Falls MN 751 Prentice St,harold.goedgedrag@thrivent.com,,Salesforce
10926640,Inactive Investor,Blake Ripes,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,blake.ripes@fidelity.com,,Salesforce
11192004,Inactive Investor,David Doan,,J.P. Morgan Securities LLC Escondido CA 326 W El Norte Pkwy,david.k.doan@jpmorgan.com,,Salesforce
11070492,Inactive Investor,Brett Johnson,Wealth Advisor,LPL Financial LLC Moline IL 615 35th Ave,brett.johnson@lpl.com,,Salesforce
11039158,Inactive Investor,Scott Yurcic,,"Farmers Financial Solutions, LLC Las Cruces NM 1960 N Solano Dr",,,Salesforce
9546389,,William Tong,,,william@originprotocol.com,,List import
9561252,,Brandon Goll,,,brandon.goll@voyafa.com,,List import
11104031,Inactive Investor,Mary Jane Kaminski-Messere,Assistant Vice President;Wealth Management Associate,Morgan Stanley Hickory Hills IL Private Residence,mary.jane.kaminski@morganstanley.com,,Salesforce
229522,, -,,[[Unknown]],c_zs@hotmail.com,,
11168644,Inactive Investor,Elaina Landolfi,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
189977,,Aaron Hebenstreit,,Aaron Hebenstreit LLC,aaron@sinicalanguage.com,8608743476,
11009642,Inactive Investor,Anthony Laubach,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
9632010,,WALTER KLEINMEYER,,,walterkleinmeyer@hotmail.com,,List import
9601699,,Holger Kliesch,,,holger.kliesch@voonoogoo.com,,List import
10816041,Inactive Investor,Anthony Raia,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",anthony.raia@equitable.com,,Salesforce
10657908,,Arti Thakkar,,,arti.thakkar@jpmorgan.com,,List Import
10918694,Inactive Investor,Michael Mulhausen,,"MML Investors Services, LLC Sedalia CO Private Residence",mmulhausen@massmutual.com,,Salesforce
11055787,Inactive Investor,Arthur Belkin,,"HighTower Securities, LLC New York NY 1 Bryant Park",abelkin@hightoweradvisors.com,,Salesforce
9601825,,neil handwerker,,,neilh219@gmail.com,,List import
65266,,Colby Bolick,Financial Associate,Thrivent Investment Management Inc.,colby.bolick@thrivent.com,,
11113805,Inactive Investor,Kelly Torresin,Financial Professional,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",kelly.torresin@valic.com,,Salesforce
10791794,Inactive Investor,Robert Whicker,Senior Financial Advisor,SYM Financial Advisors Fort Wayne IN 7030 Pointe Inverness Way,swhicker@sym.com,,Salesforce
21769,,James Todaro,,Blocktown Capital,james_todaro@yahoo.com,,
9612674,,Jeffrey Winter,,,jeffrey.winter@allstate.com,,List import
10864705,Inactive Investor,Lorraine Taylor,,"Osaic FA, Inc. Campbell CA 2105 S Bascom Ave",,,Salesforce
10820062,Inactive Investor,David Griffith,,LifeMark Securities Corp. Utica NY 2108 Genesee St,dgriffith@lifemark.com,,Salesforce
11139550,Inactive Investor,Kirsten White,,"Northwestern Mutual Investment Services, LLC Fenton MI 2545 W Silver Lake Rd",kirsten.white@nm.com,,Salesforce
10880349,Inactive Investor,Sarah Webster,Client Service Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,sarah.webster@morganstanley.com,,Salesforce
10759847,Inactive Investor,Eric Justice,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,eric.justice@fidelity.com,,Salesforce
9556851,,Paul Fibbe,,,paul.fibbe@valic.com,,List import
11023296,Inactive Investor,Deborah Andrews,,"Cambridge Investment Research, Inc. Cypress TX 17510 Huffmeister Rd",,,Salesforce
10779201,Inactive Investor,Nathan Kerkow,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Pine City MN 1015 Hillside Ave SW",nathan.a.kerkow@ampf.com,,Salesforce
202407,,Richard Dean,,Eagle Urban Media,racerrick@msn.com,,
62274,,Ronald Cantlay,President,"Dreggors, Rigsby & Teal, Pa",rcantlay@drtcpa.com,386-734-9441,Manual List Upload
11194775,Inactive Investor,James Roeder,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Investment Advisor Representative,Noble Investors LLC,,,Salesforce
10792310,Inactive Investor,Clifford Selsor,Financial Advisor,Edward Jones Sun City AZ 15418 N 99th Ave,clifford.selsor@edwardjones.com,,Salesforce
10750277,Inactive Investor,Alfredo Perez,,"Osaic FS, Inc. Rincon Road 115 Km 12 0 Bo Pueblo",,,Salesforce
10825428,Inactive Investor,Mary Beseke,Financial Representative,Lincoln Investment Minneapolis MN 3030 Harbor Ln N,mbeseke@lincolninvestment.com,,Salesforce
10908117,Inactive Investor,Charles Neuhauser,Chief Compliance Officer;Managing Member;Managing Principal,"Mainwall Investment Management, LLC",cneuhauser@mainwallllc.com,,Salesforce
11191084,Inactive Investor,Frederick Dawson,,"Raymond James Financial Services, Inc. Wilmington DE 1013 Centre Rd",frederick.dawson@raymondjames.com,,Salesforce
11123229,Inactive Investor,Zachary Zenda,,LPL Financial LLC Holmdel NJ 101 Crawfords Corner Rd,zachary.zenda@lpl.com,,Salesforce
10855810,Inactive Investor,Robert Angeli,Financial Advisor,"Pruco Securities, LLC. Camp Hill PA 150 Corporate Center Dr",bob.angeli@prudential.com,,Salesforce
11034280,Inactive Investor,Ruth Carnero,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,rcarnero@primerica.com,,Salesforce
11032050,Inactive Investor,Saeed Sulaiman,,"CFD Investments, Inc. Rapid City SD 550 N 5th St",saeed.sulaiman@cfdinvestments.com,,Salesforce
10850247,Inactive Investor,Daniel Deveau,,Park Avenue Securities LLC Pittsford NY 69 Monroe Ave,dan_deveau@glic.com,,Salesforce
9584213,,Ezechiel Sainterme,,,kingezechile@gmail.com,,List import
9592381,,Doug Dravininkas,,,dodravin@alumni.iu.edu,,List import
11164308,Inactive Investor,Brian Davis,Financial Advisor,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,bc.davis@lpl.com,,Salesforce
10899000,Inactive Investor,Elena Tashlitsky,Client Service Associate,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,,,Salesforce
9591235,,Emma Cerini,,,emmacerini@hotmail.com,,List import
4590686,,Ignatius Chimbaga,,,gnachimbaga@gmail.com,,Web Form Fillout
11220838,,Andrew Wentworth,,,andrew.wentworth@empower.com,,List Import
9564901,,Ricardo Vazquez,,,mail@ricvaz.com,,List import
9571465,,Nishant Sethi,,,nishsethi25@gmail.com,,List import
9622374,,Helen Semus,CEO,Semus Wealth Partners LLC,helen@semuswp.com,,List import
11166547,Inactive Investor,Michaela Munda,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",,,Salesforce
9543085,,Okoyomon Michael,,,okoyomonmichael8@gmail.com,,List import
231395,, -,,[[Unknown]],rmarino@aol.com,,Organic Search
11057307,Inactive Investor,Kenneth Perrin,,The Huntington Investment Company Saint Johns MI 200 W Higham St,kenneth.perrin@huntington.com,,Salesforce
9590462,,Jeffrey Wolman,,,jeff@wolmanwm.com,,List import
11129120,Inactive Investor,Mitchell Max,Associate Financial Advisor,"Ameriprise Financial Services, LLC Burnsville MN 12280 Nicollet Ave",mitchell.max@ampf.com,,Salesforce
10616814,,Fred Schoenfeld,,,fred.g.schoenfeld@jpmorgan.com,,List Import
10867860,Inactive Investor,Heather Guzman,,Country Capital Management Company Scottsdale AZ 9835 E Bell Rd,h.guzman@countryfinancial.com,,Salesforce
11050170,Inactive Investor,Brendan Remus,Financial Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,,,Salesforce
10760495,Inactive Investor,Timothy Callahan,,Goldman Sachs & Co.,timothy.callahan@gs.com,,Salesforce
11045351,Inactive Investor,Steven Shaiman,,Colorado Financial Service Corporation Livingston NJ Private Residence,steven.shaiman@coloradofsc.com,,Salesforce
11012316,Inactive Investor,John Guillory,,"Allstate Financial Services, LLC Eunice LA 721 W Laurel Ave",johnguillory@allstate.com,,Salesforce
11165803,Inactive Investor,Kenneth Brensdal,,"B.B. Graham & Company, Inc. Helena MT 25 S Ewing St",,,Salesforce
9567131,,Robert Higgins,,,robert.higgins@gjsco.com,,List import
11070570,Inactive Investor,Jayson Collazo,,J.P. Morgan Securities LLC San Marcos TX 350 N Guadalupe St,jayson.collazo@jpmorgan.com,,Salesforce
9552469,,Matthew Munet,,,mmunet@ft.newyorklife.com,,List import
10615856,,Mark Brucato,,,mark.a.brucato@jpmorgan.com,,List Import
11073570,Inactive Investor,Nathan Aldrich,,LPL Financial LLC Westbrook ME 17 Westbrook Cmn,nathan.aldrich@key.com,,Salesforce
10896446,Inactive Investor,Ari Zaretsky,,"Osaic Wealth, Inc. Melville NY 575 Broadhollow Rd",,,Salesforce
9544373,,Joseph Vu,,,josephvu@josephvucompany.com,,List import
9600618,,Andrew Petri,,,apetri@pfingsten.com,,List import
10937465,Inactive Investor,James Sorensen,,"Transamerica Financial Advisors, Inc Vernal UT 1256 W 400 S",jim.sorensen@tfaconnect.com,,Salesforce
11002815,Inactive Investor,Ritaben Patel,,J.P. Morgan Securities LLC Somerset NJ 940 Easton Ave,rita.patel@chase.com,,Salesforce
10927558,Inactive Investor,Sherry Hernandez,,"Raymond James Financial Services, Inc. Sarasota FL 1819 Main St",sherry.hernandez@raymondjames.com,,Salesforce
353152,,Deirdre Lavallee,N/A,N/A,djlavallee93@gmail.com,,Event
9587708,,Beverely Lin,,,beverelylin@gmail.com,,List import
10987527,Inactive Investor,Alfred Carroll,Vice President,"Cannoles Asset Management, Inc.",,,Salesforce
721,,,,,d.w.langlais@free.fr,,
11050110,Inactive Investor,Michael Oakley,,"Osaic Institutions, Inc. New City NY 32 N Main St",,,Salesforce
11194762,Inactive Investor,Marcus De Jonge,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10891021,Inactive Investor,Benjamin Elder,Financial Advisor,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,belder@janney.com,,Salesforce
9606746,,Vincent Cerniglia,,,vj.cerniglia@bluearrow-llc.com,,List import
11231611,Inactive Investor,Ganithri Wickramasinghe,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",navoda.wickramasinghe@ml.com,,Salesforce
10524164,,Hsoo Lee,,,hsoo@sudomail.com,,Web Form Fillout
11193581,Inactive Investor,Ayako Tsuboya,Senior Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 707 Wilshire Blvd",ayako.tsuboya@wellsfargoadvisors.com,,Salesforce
11068720,Inactive Investor,Nathan Jones,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,,,Salesforce
11187188,Inactive Investor,Linda Good,,PFS Investments Inc. Sylvania OH 5600 Monroe St,linda.good@primerica.com,,Salesforce
9586325,,Pierce Archer,,,parcher@gweiss.com,,List import
11006649,Inactive Investor,Monica Maddox,,State Farm VP Management Corp. Haines City FL 419 US Hwy 17 92 W,monica.kilpatrick.gg8g@statefarm.com,,Salesforce
10612159,,Eliel Pimentel,Financial Advisor,,eliel.pimentel@edwardjones.com,,List Import
11134416,Inactive Investor,Jeremy Jones,Market Director - Wealth Management,J.P. Morgan Securities LLC Metairie LA 3420 Severn Ave,jeremy.d.jones@jpmorgan.com,,Salesforce
10790036,Inactive Investor,David Teague,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",david.teague@nm.com,,Salesforce
10922628,Inactive Investor,Brian Bettey,,LPL Financial LLC Riverside CA 5029 La Mart Dr,brian.bettey@lpl.com,,Salesforce
10912331,Inactive Investor,Jennifer Keilty,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jennifer_keilty@vanguard.com,,Salesforce
10850030,Inactive Investor,John Crespy,Financial Advisor,"Ameriprise Financial Services, LLC Temecula CA 41923 2nd St",john.crespy@ampf.com,,Salesforce
11232001,Inactive Investor,Steven Schlegel,,Commonwealth Financial Network,,,Salesforce
9611868,,Derrek Tyler,,,derrekt@gmail.com,,List import
11098316,Inactive Investor,Anthony Folino,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Charlotte NC 201 S Tryon St",anthony.folino@usbank.com,,Salesforce
11022702,Inactive Investor,Dennis Paul,Financial Advisor,"Ameriprise Financial Services, LLC Mankato MN 1930 Premier Dr",dennis.m.paul@ampf.com,,Salesforce
10955884,Inactive Investor,Daniel Kingma,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,,,Salesforce
11155427,Inactive Investor,Andrew Bettisworth,Financial Advisor,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,andrew.bettisworth@morganstanley.com,,Salesforce
11130860,Inactive Investor,Derek Landis,Investment Advisor Representative,"Normandy Capital Management, LLC",derek@normandygroup.com,,Salesforce
9548712,,Charlie Hu,,,yechuan.hu13@gmail.com,,List import
11012104,Inactive Investor,Jacob Paoletti,,"Kestra Investment Services, LLC Naperville IL 1700 Park St",,,Salesforce
11156947,Inactive Investor,Eric Edwards,Chief Executive Officer;President,Edwards Premier Financial,eedwards@edwardsadvisors.com,,Salesforce
11261052,Inactive Investor,Joseph Lunt,Investment Analyst,Lunt Capital Management Inc.,,,Salesforce
10962262,Inactive Investor,Lucas Stone,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9616287,,Beans Kaitlyn,,,kaitlyn.beans@ampf.com,,List import
11238576,Inactive Investor,Dino Dell'Orto,,Madison International Realty,ddellorto@madisonint.com,,Salesforce
11039507,Inactive Investor,Lawrence Jacobson,,LPL Financial LLC Pittsburgh PA 420 Fort Duquesne Blvd,,,Salesforce
9625133,,Thomas Wiggins,,,tomwiggins@hotmail.com,,List import
10995904,Inactive Investor,Kristopher Borjal,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,kborjal@primerica.com,,Salesforce
9642702,,sangyoung cho,,,scdirect153@gmail.com,,List import
11064827,Inactive Investor,David Kresge,,Morgan Stanley Sandy UT 200 W Civic Center Dr,david.kresge@morganstanley.com,,Salesforce
10759174,Inactive Investor,Amanda Ton,,USCA Securities LLC Houston TX 6624 Fannin St,aton@uscallc.com,,Salesforce
10494588,,Robert Hamrick,"Chief Compliance Officer, Managing Member","Hamrick Financial, LLC",bob@hamrickfinancial.com,,List Import
11101329,Inactive Investor,Daniel Beatty,Investment Strategist;Partner;Regulatory Contact;Treasurer,Brooker Wealth Management,dbeatty@brooker-cpa.com,,Salesforce
373554,,Nicholas Brunner,,[Unknown],nicholas.a.brunner@gmail.com,,source
10853816,Inactive Investor,Paul Orlando,Financial Advisor,LPL Financial LLC Meridian ID 413 SW 5th Ave,paul.orlando@lpl.com,,Salesforce
11057310,Inactive Investor,Renee Rhem,,PFS Investments Inc. Orlando FL 5401 S Kirkman Rd,rrhem@primerica.com,,Salesforce
10959560,Inactive Investor,John Costello,,Commonwealth Financial Network,jcostello@commonwealth.com,,Salesforce
10790855,Inactive Investor,Kathleen Tollison,,"Raymond James Financial Services, Inc. Toledo OH 6012 Renaissance Pl",kathleen.tollison@raymondjames.com,,Salesforce
10922047,Inactive Investor,Vanessa Taylor,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,vkaramitros@commonwealth.com,,Salesforce
11217416,,Adam Soloff,,,adam.soloff@lpl.com,,Other
10842222,Inactive Investor,Robert Norman,,LPL Financial LLC Birmingham AL 5825 Feldspar Way,robert.norman@lpl.com,,Salesforce
10827907,Inactive Investor,Pablo Ogarrio,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,pablo.ogarrio@jpmorgan.com,,Salesforce
11197605,Inactive Investor,Randall Jensen,Chief Compliance Officer;President,"Nabity-Jensen Investment Management, Inc.",rjensen@nabityjensen.com,,Salesforce
10599660,,Usup Indonesia,,,join55993@gmail.com,082121421550,Web Form Fillout
11099886,Inactive Investor,Mclain Tallungan,Chief Compliance Officer;Financial Advisor;President,"Journey Financial Group, Inc.",journey@jfgplan.com,,Salesforce
10985258,Inactive Investor,Hope Bolich,,J.P. Morgan Securities LLC Pleasant Hill CA 1898 Contra Costa Blvd,hope.bolich@jpmorgan.com,,Salesforce
334416,, -,,[Unknown],khoenig@optonline.net,,News & Research
10787407,Inactive Investor,Loretta Beardeaux-Proulx,Senior Private Client Associate,Janney Montgomery Scott LLC Ponte Vedra Beach FL 814 US Hwy A1A N,lbeardeaux@janney.com,,Salesforce
10928456,Inactive Investor,Keith Green,,"P.J. Robb Variable, LLC Tucson AZ Private Residence",,,Salesforce
10804335,Inactive Investor,Everett Godsey,,"Farmers Financial Solutions, LLC Roanoke VA 3212 Brambleton Ave",egodsey@farmersagent.com,,Salesforce
10944670,Inactive Investor,Abiagil Murphy,Client Service Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
11006026,Inactive Investor,Tyler Teter,Investment Analyst,Lifeway Financial Corporation,tteter@lifewayfinancial.com,,Salesforce
10828646,Inactive Investor,Aaron Forrester,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10895262,Inactive Investor,Michael Haralson,Chief Compliance Officer;Financial Advisor;Managing Member,Roosevelt Advisors LLC,,,Salesforce
10778418,Inactive Investor,Scott Viesselmann,,"Cambridge Investment Research, Inc. Scottsdale AZ Private Residence",sviess@cambridgesecure.com,,Salesforce
11177286,Inactive Investor,Robert Damewood,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10613730,,Nelson Martins,"Financial Advisor, Wealth Management Advisor",,nelson.martins@wfafinet.com,,List Import
9608598,,Minh Luu,,,minhluu007@gmail.com,,List import
10865713,Inactive Investor,Thomas Coleman,,"KCD Financial, Inc. Brookfield WI Private Residence",firstplanfinancial@kcdfinancial.com,,Salesforce
11066285,Inactive Investor,David McNurlen,,"Cambridge Investment Research, Inc. Marinette WI 1820 Hall Ave",david.mcnurlen@cambridgesecure.com,,Salesforce
10763042,Inactive Investor,Donald Woo,Financial Advisor;First Vice President;Senior Vice President,"RBC Capital Markets, LLC San Jose CA 99 Almaden Blvd",don.woo@rbc.com,,Salesforce
10817721,Inactive Investor,Kristen Hanley,Chief Compliance Officer;Managing Director;Portfolio Manager,"CMH Wealth Management, LLC",kristenh@cmhwealth.com,,Salesforce
10873447,Inactive Investor,Adam Cal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",adam.cal@ml.com,,Salesforce
11091035,Inactive Investor,Mark Bowers,,Commonwealth Financial Network Grand Rapids MI 644 Lovett Ave SE,mbowers@commonwealth.com,,Salesforce
10934169,Inactive Investor,Susan Hattan,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",susan.hattan@tfaconnect.com,,Salesforce
10902758,Inactive Investor,Phillip Mitchell,Chief Compliance Officer;President;Senior Portfolio Manager,Kroon & Mitchell Asset Management LLC,pmitchell@kroon.us,,Salesforce
10768450,Inactive Investor,Michelle Walsh-Gallegos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michelle.walsh-gallegos@ml.com,,Salesforce
345942,,Heather Ostrowski,Chief Financial Officer,"D.b. Root & Company, Llc",hostrowski@dbroot.com,412-227-2800,Manual List Upload
10857254,Inactive Investor,Robert Auclair,Chief Compliance Officer;Principal,"Balanced Wealth Management, LLC",rauclair@balancedwealth.com,,Salesforce
234822,, -,,[[Unknown]],andy@estrinproductions.com,,Organic Search
11137869,Inactive Investor,Jimmy Rider,,"FBL Marketing Services, LLC Seminole OK 1801 W Wrangler Blvd",jimmy.rider@fbfs.com,,Salesforce
10895664,Inactive Investor,Tanveer Khabra,Director - Business Development;Financial Advisor,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",tanveer.khabra@ampf.com,,Salesforce
10611301,,Jorge Dias,"First Vice President, Senior Financial Advisor",,jorge_dias@ml.com,,List Import
10918017,Inactive Investor,Marcie Kimmes,Associate Financial Advisor,Thrivent Investment Management Inc. Neenah WI 307 S Commercial St,marcie.kimmes@thrivent.com,,Salesforce
11034218,Inactive Investor,Leah Schmitt,,PFS Investments Inc. Belfair WA 3530 NE Old Belfair Hwy,lschmitt@primerica.com,,Salesforce
9615569,,Marykate Collins,,,marykate.collins@coinbase.com,,List import
342158,,Paul Gyra,Executive Vice President,Voya Investment Management Co. Llc,paul.gyra@inginvestment.com,212-309-8200,Manual List Upload
11045321,Inactive Investor,Philip McWilliams,Senior Investment Executive,"Berthel, Fisher & Company Financial Services, Inc. Lawrence KS 1201 Wakarusa Dr",pmcwilliams@berthelrep.com,,Salesforce
11160469,Inactive Investor,Robert Chapman,,Cetera Financial Specialists LLC Pittsford NY 1163 Pittsford Victor Rd,,,Salesforce
10863877,Inactive Investor,Christopher Gillon,,"American Portfolios Financial Services, Inc. New York NY 12 E 49th St",cgillon@americanportfolios.com,,Salesforce
11159333,Inactive Investor,Alec Gadomski,,J.P. Morgan Securities LLC Orland Park IL 15630 S Harlem Ave,alec.gadomski@jpmorgan.com,,Salesforce
343545,,Cory Mcomber,Associate,"Ncp Group, Lp",cmcomber@nonantumcapital.com,617-245-8050,Manual List Upload
10849052,Inactive Investor,Bassam Fahel,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 6701 Democracy Blvd",sam.e.fahel@ampf.com,,Salesforce
10778098,Inactive Investor,Gregory Hopp,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11089002,Inactive Investor,Vincent Alibrandi,Associate,Neuberger Berman BD LLC,vincent.alibrandi@nb.com,,Salesforce
237597,,??? -,,ì?´ìŠ¹í˜„ [[Unknown]],kyh313400@gmail.com,,
11146129,Inactive Investor,Stephen Gross,Chief Compliance Officer;Owner;President,"Stephen M. Gross, Inc.",steve@stevegrossinc.com,,Salesforce
10928634,Inactive Investor,Jordan Spinosa,Financial Advisor;Regulatory Contact,Spinosa Wealth Management Group,jordan@spinosawmg.com,,Salesforce
10966392,Inactive Investor,Rebecca Wolff,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,rlwolff@ft.newyorklife.com,,Salesforce
11185471,Inactive Investor,Nicholas Bova,First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",nicholas.d.bova@wellsfargoadvisors.com,,Salesforce
11181538,Inactive Investor,James Monroe,Financial Advisor;Managing Director - Investments;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",monroej@wellsfargo.com,,Salesforce
10760018,Inactive Investor,Thomas Monroe,Senior Vice President - Investments,"Raymond James & Associates, Inc. West Hartford CT 29 S Main St",tom.monroe@raymondjames.com,,Salesforce
10789814,Inactive Investor,Robert Lundy,Financial Advisor,Edward Jones Hallettsville TX 426 N Texana St,robert.lundy@edwardjones.com,,Salesforce
10925672,Inactive Investor,Mark O'Connell,,LPL Financial LLC Crystal River FL 7655 W Gulf to Lake Hwy,,,Salesforce
10644779,,Patrick Ryan,,,pryan@interactivebrokers.com,,List Import
11201779,Inactive Investor,Sandro Palmerini,,LPL Financial LLC Howard Beach NY 8210 153rd Ave,sandro.palmerini@lpl.com,,Salesforce
10909578,Inactive Investor,Yolanda Ayala,Sales Manager;Senior Wealth Advisor,"Popular Securities, LLC San Juan 209 Ave Ponce De Leon",yolanda.varela@popular.com,,Salesforce
10944105,Inactive Investor,Robert Borea,Financial Professional,Money Concepts Capital Corp Wethersfield CT 75 Garden St,rborea@moneyconcepts.com,,Salesforce
10798293,Inactive Investor,Charles Simon,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC New Castle PA 101 Nesbitt Rd,csimon@jmsonline.com,,Salesforce
10863852,Inactive Investor,Brett Keaster,,"FBL Marketing Services, LLC Great Falls MT 807 13th Ave S",brett.keaster@fblfinancial.com,,Salesforce
11024207,Inactive Investor,Julio Medina,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",julio.e.medina@ml.com,,Salesforce
11169332,Inactive Investor,Madison Buchea,Client Service Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,madison.buchea@ubs.com,,Salesforce
10788964,Inactive Investor,Sarah Blinka,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,sarah.blinka@jpmorgan.com,,Salesforce
9564664,,Richard Tober,,,richard.tober@53.com,,List import
122328,,James Lira,,United States,jamesalira@gmail.com,,
10766399,Inactive Investor,Marcelo Castaneda,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Southlake TX 1524 E Southlake Blvd",marcelo.castaneda@schwab.com,,Salesforce
11107938,Inactive Investor,Jesse May,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",jesse.may@nm.com,,Salesforce
10919509,Inactive Investor,Terry Holtsclaw,,"Cambridge Investment Research, Inc. Saint Louis MO 11710 Administration Dr",,,Salesforce
10853132,Inactive Investor,Kelly Dunne,,"Osaic Wealth, Inc. Coeur D Alene ID 2000 W John Loop",,,Salesforce
11122253,Inactive Investor,Shayla Cloutier,Financial Advisor,Edward Jones Lincoln CA 985 Sun City Ln,shayla.cloutier@edwardjones.com,,Salesforce
11233453,Inactive Investor,Jason Shanty,Investment Advisor Representative,"Osaic FA, Inc. Towson MD 901 Dulaney Valley Rd",jason.shanty@lfg.com,,Salesforce
10840651,Inactive Investor,Patricia Bothmer,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC La Jolla CA 4250 Executive Sq",tricia.bothmer@rbc.com,,Salesforce
11094977,Inactive Investor,Robert Grant,,"TrueWealth Advisors, LLC Gulf Shores AL 117 Cove Ave",,,Salesforce
10994881,Inactive Investor,Sam Simon Njau,,J.P. Morgan Securities LLC Overland Park KS 11780 W 95th St,sam-simon.njau@jpmorgan.com,,Salesforce
9581430,,Kristy Ciaschi,,,kciaschi@tlcadvisory.com,,List import
11081719,Inactive Investor,David Mckee,Investment Advisor;Member,XLM Capital Management,,,Salesforce
10755827,Inactive Investor,Nicolas Longpre,,"Cambridge Investment Research, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
9625379,,Deying Tong,,,jtong8@gmail.com,,List import
10982553,Inactive Investor,Vicki Kirkpatrick,,LPL Financial LLC Easton PA 1250 Braden St,vicki.kirkpatrick@lpl.com,,Salesforce
10787884,Inactive Investor,Christopher Cierski,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,christopher.cierski@fmr.com,,Salesforce
10817023,Inactive Investor,Kurt Schuster,Registered Principal,LPL Financial LLC Utica MI 7669 Auburn Rd,kurt.schuster@lpl.com,,Salesforce
9583197,,Ron Browning-smith,,,rbrowning-smith@sbcglobal.net,,List import
9641945,,Anna Wong,,,anna@lyellwealth.com,,List import
11072667,Inactive Investor,Tarika Nath,Financial Advisor,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,tarika.nath@morganstanley.com,,Salesforce
341528,,Amy Robles,"Treasurer, Controller",Nomura Asset Management U.s.a. Inc.,amy.robles@nomura.com,212-667-1414,Manual List Upload
11045312,Inactive Investor,Katherine Hon,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,katherine.hon@primerica.com,,Salesforce
11193758,Inactive Investor,Brittany Riddle,,"Ameriprise Financial Services, LLC Ponte Vedra Beach FL 818 A1A N",brittany.riddle@ampf.com,,Salesforce
10957463,Inactive Investor,Colton Holmes,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10829576,Inactive Investor,Dean Badorek,,State Farm VP Management Corp. Watertown WI 300 E Madison St,deanbadorek@statefarm.com,,Salesforce
10763788,Inactive Investor,Ellen Aloisio,Registered Client Service Associate,Morgan Stanley Winter Park FL 250 S Park Ave,ellen.aloisio@morganstanley.com,,Salesforce
10821305,Inactive Investor,Stanley Ingram,Financial Services Representative,"MML Investors Services, LLC Greenville SC 150 Milestone Way",singramjr@financialguide.com,,Salesforce
11207620,Inactive Investor,Ryan Forsythe,Senior Portfolio Manager;Vice President,"Forsythe Wealth Management, Inc.",,,Salesforce
9644463,,Michael A Human,,,michaelhuman1@gmail.com,,List import
10814826,Inactive Investor,Richard Goblirsch,Managing Partner,"Denver Wealth Management, Inc.",richard@denverwealthmanagement.com,,Salesforce
11184907,Inactive Investor,Terry Hoak,,"Avantax Investment Services, Inc. Odessa TX 1428 N Lee Ave",,,Salesforce
11220861,,Geniffer Takacs,,,gtakacs@epwealth.com,,List Import
11152408,Inactive Investor,Deborah Gardner,,State Farm VP Management Corp. Pueblo CO 1300 Fortino Blvd,debbi.gardner.nz7t@statefarm.com,,Salesforce
9566764,,Lauren O'Reilly,,,lauren.oreilly@mwarep.org,,List import
10856813,Inactive Investor,Jacob Honea,Associate;Financial Advisor,Edward Jones Sparks NV 2235 Green Vista Dr,jacob.honea@edwardjones.com,,Salesforce
11129376,Inactive Investor,Patsy Jaganath,Chief Operating Officer;Founding Partner;Treasurer,"Sicart Associates, LLC New York NY 152 W 57th St",,,Salesforce
9549985,,Daniel Kean,,,dkean@bamstl.com,,List import
226763,, -,,[[Unknown]],vincecross@gmail.com,,Initial Salesforce Import
11112151,Inactive Investor,Roger Huddleston,Director - Operations;Paraplanner,"Ameriprise Financial Services, LLC Greenville SC 465 Woodruff Rd",roger.d.huddleston@ampf.com,,Salesforce
10790346,Inactive Investor,Benjamin Spalding,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",ben.spalding@rbc.com,,Salesforce
10758772,Inactive Investor,Janice Gage,,Cary Street Partners Fredericksburg VA 1000 Winchester St,jgage@carystreetpartners.com,,Salesforce
11159964,Inactive Investor,Andreas Wochtl,Senior Financial Planner,Wealthcare Advisory Partners LLC Exton PA Private Residence,,,Salesforce
10835636,Inactive Investor,Edwin Robins,Managing Principal,"JT Stratford, LLC Winston Salem NC 505 Olive St",erobins@jtstratford.com,,Salesforce
9611753,,Wales bourdeau,,,jhonnyb09@hotmail.com,,List import
233464,,Orlando Cisneros -,,Orlando Cisneros [[Unknown]],o.cisneros@live.com,,
11210236,Inactive Investor,Barney Moore,Financial Consultant,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",barney.moore@equitable.com,,Salesforce
10831962,Inactive Investor,Joseph Sachetta,Director;Founding Member;Managing Member;Regulatory Contact,"Sachetta, LLC",j.sachetta@sachetta.com,,Salesforce
1004523,Inactive Investor,Karim Babay,,Karim Babay,karim@ivipcapital.com,,Other
10879244,Inactive Investor,Tracy Senner,,J.P. Morgan Securities LLC Milwaukee WI 7430 W State St,tracy.r.senner@jpmorgan.com,,Salesforce
10875242,Inactive Investor,Joseph Howard,Financial Advisor,Edward Jones Calhoun LA 1514 Hwy 80 E,joey.howard@edwardjones.com,,Salesforce
10792430,Inactive Investor,Gregory Hall,Financial Advisor,Edward Jones Denver CO 3609 S Wadsworth Blvd,greg.hall@edwardjones.com,,Salesforce
11178467,Inactive Investor,Jan Graybill,,Commonwealth Financial Network Allentown PA 3440 Hamilton Blvd,jgraybill@commonwealth.com,,Salesforce
11100273,Inactive Investor,Lauren Myers,,"U.S. Bancorp Investments, Inc. Lincoln NE 3300 S 10th St",,,Salesforce
11036045,Inactive Investor,Coltan Goodwine,,"Ameritas Investment Company, LLC Watertown NY 19607 State Rte 3",coltan.goodwine@ameritas.com,,Salesforce
9584824,,Barbara Warner,,,bwarner@warner-financial.com,,List Import
10806844,Inactive Investor,Patrick Grayson,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,patrick.grayson@ubs.com,,Salesforce
11254238,Inactive Investor,Jeffrey Lindsey,,"Equitable Advisors, LLC Greenville SC 141 Traction St",,,Salesforce
10429575,,patrick castagna,,,pc.21@icloud.com,,Web Form Fillout
9562633,,Katherine donelli,,,thebrokeragebabe@gmail.com,,List import
11168795,Inactive Investor,Rickey Blais,Senior Vice President,PFS Investments Inc. Manchester NH 735 Chestnut St,rickey.blais@primerica.com,,Salesforce
11016895,Inactive Investor,Catherine Atsumi,,"First Command Brokerage Services, Inc. Wilmington NC 2709 Market St",,,Salesforce
9637872,,Jonathan Hausman,,,jonathan_hausman@otpp.com,,List import
11019434,Inactive Investor,Cristian Mundy,Director - Wealth Management,Life Line Wealth Management LLC,,,Salesforce
10798049,Inactive Investor,Brandon Sobel,Managing Director;Senior Portfolio Manager,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10942678,Inactive Investor,Jeromy Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11149633,Inactive Investor,William Moore,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",william.moore@schwab.com,,Salesforce
10985022,Inactive Investor,Jacqueline Howard,,PFS Investments Inc. Artesia CA 18732 Corby Ave,jackiehoward@primerica.com,,Salesforce
10774856,Inactive Investor,Richard Tenold,,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",rich.tenold@wellsfargoadvisors.com,,Salesforce
11084020,Inactive Investor,Mario Yim,Chief Investment Officer;Managing Member;Regulatory Contact;Retirement Specialist,"Yim Investment Management, LLC",myim@yimllc.com,,Salesforce
11046703,Inactive Investor,Richard Jones,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",scott.r.jones@ml.com,,Salesforce
11129057,Inactive Investor,Jennifer Morgan,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jennifer_morgan@ml.com,,Salesforce
10970769,Inactive Investor,Nikolaus Ladner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9626659,,Heang Pov,,,bongpov655@gmail.com,,List import
10783323,Inactive Investor,Lyndon Zingale,,"Truist Investment Services, Inc.",lyn.zingale@truist.com,,Salesforce
10990390,Inactive Investor,Ashley Ferry,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
9589258,,Jeffrey Foster,,,jeffrey.foster@lpl.com,,List import
9646727,,Juan Pablo Bizama,,,jpfuentealbabizama@gmail.com,,List import
10865334,Inactive Investor,Robert Badali,Chief Compliance Officer;Owner;President,"Monument Retirement & Wealth Advisory, LLC",,,Salesforce
11080463,Inactive Investor,Peter Freyer,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC Wilton CT Private Residence,pfreyer@janney.com,,Salesforce
11187952,Inactive Investor,Andrea Altnow Boser,,"M Holdings Securities, Inc. Lutherville Timonium MD 9690 Deereco Rd",andrea.altnowboser@mfin.com,,Salesforce
11070648,Inactive Investor,Mitchell Carter,Financial Planning Analyst,"Ameriprise Financial Services, LLC Ann Arbor MI 2800 S State St",mitchell.carter@ampf.com,,Salesforce
10931275,Inactive Investor,Joshua Dvorak,Managing Member;Partner,"Austin Private Wealth, LLC",joshua.dvorak@austinprivatewealth.com,,Salesforce
9618238,,Justin Pollock,,,jpollock@veritionfund.com,,List import
10756292,Inactive Investor,Erica Cartharn,Assistant Vice President;Wealth Management Associate,Morgan Stanley Chicago IL 227 W Monroe St,erica.cartharn@morganstanley.com,,Salesforce
9563513,,Alfonso miguel sj Aquino,,,amsjaquino@gmail.com,,List import
11193059,Inactive Investor,Anthony Razzano,Chief Compliance Officer;Chief Executive Officer;Founder,Razzano Investment Management,info@razzanoconsulting.com,,Salesforce
11104804,Inactive Investor,Christopher Dolle,Senior Vice President,"Equitable Advisors, LLC Cincinnati OH 4000 Smith Rd",,,Salesforce
11056543,Inactive Investor,Robert Formisano,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,robert.formisano@morganstanley.com,,Salesforce
9577084,,Frank van Zutphen,,,frank@realaxces.nl,,List import
11071894,Inactive Investor,Raymond Mackenzie,,Citigroup Global Markets Inc.,,,Salesforce
10510898,,Wyman Chu,,NEOS Investments,wchu@neosinvestments.com,,List Import
10873498,Inactive Investor,Jesse Bernhardt,Assistant Division Director;Investment Consultant;Relationship Management,"Raymond James & Associates, Inc.",jesse.bernhardt@raymondjames.com,,Salesforce
9589014,,Sanjoy Ghosh,,,sanjoy.ghosh@towerswatson.com,,List import
11042850,Inactive Investor,Natasha Titova,Wealth Advisor,HighPoint Planning Partners Irvine CA 1 Park Plz,,,Salesforce
10978615,Inactive Investor,Kevin Weston,,PFS Investments Inc. New York NY 301 W 135th St,kweston@primerica.com,,Salesforce
11152244,Inactive Investor,Janice Simmons,Associate Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",,,Salesforce
9606493,,Vikki Singh,,,venturemedia19@gmail.com,,List import
9634070,,Robert Wieck,,,drraw@yahoo.com,,List import
11026046,Inactive Investor,Nicholas Mukensnabl,,"Northwestern Mutual Investment Services, LLC Portland OR 200 SW Market St",,,Salesforce
11055352,Inactive Investor,Karly Bradbury,,"Voya Financial Advisors, Inc. Portland OR 5331 SW Macadam Ave",karly.bradbury@voya.com,,Salesforce
10998888,Inactive Investor,Christopher Bright,,PFS Investments Inc. Kissimmee FL 1950 E Irlo Bronson Memorial Hwy,cbright@primerica.com,,Salesforce
10947599,Inactive Investor,Michael Penney,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 8999 E Shea Blvd,,,Salesforce
11187626,Inactive Investor,Samuel Lowe,Financial Advisor,Edward Jones Brownsburg IN 25 N Green St,samuel.lowe@edwardjones.com,,Salesforce
9591962,,Gordon Bernhardt,,,gordon@bernhardtwealth.com,,List import
11062693,Inactive Investor,Matthew Crowder,First Vice President - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",matt.crowder@wellsfargo.com,,Salesforce
8481053,,joseph Labella,,JP Morgan,jlandnl@optonline.net,(516) 343-4719,List Import
10924347,Inactive Investor,Douglas Jones,Financial Professional,LPL Financial LLC Louisville CO 800 Coal Creek Cir,,,Salesforce
10794360,Inactive Investor,Stephen Kim,,Jefferies LLC,,,Salesforce
11078808,Inactive Investor,Mark Fulgione,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,mark.fulgione@fidelity.com,,Salesforce
9545663,,D G,,,dgeneralis@hotmail.com,,List import
9610965,,Roberto Garcia,,,robert.garcia24@ymail.com,,List import
10809385,Inactive Investor,Richard Hynes,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 6311 Atrium Dr",richard.hynes@ml.com,,Salesforce
9552991,,Clifford Brown,,,clifford8brown@gmail.com,,List import
11200703,Inactive Investor,James Tidwell,,"Concurrent Investment Advisors, LLC Fort Lauderdale FL 2400 E Oakland Park Blvd",,,Salesforce
11159541,Inactive Investor,Megan Good,,The Huntington Investment Company Port Clinton OH 120 Madison St,megan.good@huntington.com,,Salesforce
41090,,Trisha Tetzlaff,Advisor,"MML Investors Services, LLC",ttetzlaff@financialguide.com,,
11270181,,Gregory Hadjian,,,gregory.hadjian@gmail.com,,Web Form Fillout
10966447,Inactive Investor,Samuel Campbell,Associate Representative,Thrivent Investment Management Inc. Muncie IN 3621 N Everbrook Ln,samuel.campbell@thrivent.com,,Salesforce
10486804,,James Riefe,"Financial Consultant, Vice President","Charles Schwab & Co., Inc.",james.riefe@schwab.com,,List Import
10795803,Inactive Investor,Molly Harley,,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,molly.harley@ubs.com,,Salesforce
10835700,Inactive Investor,Scott Ashmore,Client Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",scott.ashmore@alex-brown.com,,Salesforce
10876725,Inactive Investor,Malak Santini,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,malak.santini@jpmorgan.com,,Salesforce
11089732,Inactive Investor,Brent Walker,Chief Compliance Officer;Managing Member;President,WealthPoint Advisors LLC,bwalker@wealthpointadv.com,,Salesforce
11223922,,[Unknown],,,rcpapagramm@yahoo.com,,List Import
10790419,Inactive Investor,Curtis Duncan,Financial Advisor,Edward Jones Cleveland TN 230 N Ocoee St,curt.duncan@edwardjones.com,,Salesforce
11139627,Inactive Investor,Nicholas Miller,,"Bankers Life Securities, Inc. West Des Moines IA 160 S 68th St",nicholas.miller@bankerslife.com,,Salesforce
10786683,Inactive Investor,Kyle Pope,Investment Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kpope@tiaa-cref.org,,Salesforce
11031553,Inactive Investor,Kelly Maston,,"First Command Brokerage Services, Inc. Aurora CO 3033 S Parker Rd",kamaston@firstcommand.com,,Salesforce
10786630,Inactive Investor,Todd Lard,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",todd.lard@schwab.com,,Salesforce
10847237,Inactive Investor,Ria Hart,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
10755073,Inactive Investor,Nina Winfield,Senior Client Associate,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",nina.winfield@wfa.com,,Salesforce
9582455,,Robert Yanagawa,,,bobby.yanagawa2@gmail.com,,List import
10970958,Inactive Investor,Angelli Francine Mallen,,PFS Investments Inc. Torrance CA 21615 Berendo Ave,fmallen@primerica.com,,Salesforce
10824778,Inactive Investor,Preston Meints,Financial Advisor,Edward Jones Friend NE 511 2nd St,,,Salesforce
10647336,,Donald Dye,,,donald.dye@primerica.com,,List Import
11091018,Inactive Investor,Byung-Chan Moon,,"Beech Hill Securities, Inc.",,,Salesforce
10773540,Inactive Investor,Keith Fernandez,International Client Advisor;Senior Vice President;Wealth Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,keith.fernandez@morganstanley.com,,Salesforce
11010897,Inactive Investor,Kyliegh Kite,Staff Manager,"W&S Brokerage Services, Inc. Shelby NC 1312 W Dixon Blvd",,,Salesforce
11086337,Inactive Investor,John Clifford,,LPL Financial LLC Novato CA 1701 Novato Blvd,,,Salesforce
10815943,Inactive Investor,Paul Yother,,"Level Four Financial, LLC Gadsden AL 2100 Club Dr",pyother@levelfourfinancial.com,,Salesforce
11122390,Inactive Investor,Eric Hale,Private Client Investment Associate,J.P. Morgan Securities LLC Yorba Linda CA 20385 Yorba Linda Blvd,eric.hale@jpmorgan.com,,Salesforce
10959127,Inactive Investor,Ammon Christensen,Director - Research,"Soltis Investment Advisors, LLC Salt Lake City UT 222 S Main St",ammon@soltisadvisors.com,,Salesforce
10986928,Inactive Investor,Elizabeth Landeros,,J.P. Morgan Securities LLC Arvada CO 5250 Wadsworth Byp,elizabeth.landeros@jpmorgan.com,,Salesforce
10613654,,Richard Caiazzo,Financial Advisor,,rcaiazzo@barnumfg.com,,List Import
11015681,Inactive Investor,Jason Frederico,Financial Advisor,Park Avenue Securities LLC Las Vegas NV 8906 Spanish Ridge Ave,jason_frederico@glic.com,,Salesforce
10813401,Inactive Investor,Timothy Edborg,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jamestown NY 201 W 3rd St,timothy.edborg@ubs.com,,Salesforce
10968298,Inactive Investor,Cory-Jon Murray,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11001314,Inactive Investor,Michael D'Addabbo,,"Transamerica Financial Advisors, Inc Meridian ID 3363 E Presidential Dr",m.daddabbo@transamerica.com,,Salesforce
11126247,Inactive Investor,Derek Grieff,Private Client Advisor,J.P. Morgan Securities LLC Baton Rouge LA 6170 Jones Creek Rd,derek.s.grieff@jpmorgan.com,,Salesforce
10860097,Inactive Investor,Paul Graver,,Sikich Corporate Finance LLC Chicago IL 200 W Madison St,paul.graver@sikich.com,,Salesforce
11062871,Inactive Investor,Jeanette Stofleth,,Chelsea Financial Services,jstofleth@chfs.com,,Salesforce
9643871,,susan mu,,,susanmu@live.cn,,List import
10877062,Inactive Investor,Tammy Neff,Financial Advisor Associate,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,,,Salesforce
230331,, -,,[[Unknown]],sarnol2@yahoo.com,,Organic Search
10855639,Inactive Investor,Raymond Giunta,Financial Advisor,Cora Capital Advisors,rgiunta@coracap.com,,Salesforce
11157421,Inactive Investor,Thomas Dings,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 611 Avenue of the Americas,,,Salesforce
9646487,,Cyber Bettor,,,cyberbettor@gmail.com,,List import
9546883,,Ted Yan,,,winterted2018@gmail.com,,List import
9632768,,Wayne Pasternack,,,waynepasternack@gmail.com,,List import
11091276,Inactive Investor,Jake Slauson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jake.slauson@fmr.com,,Salesforce
11060649,Inactive Investor,Ralph Allen,,"Osaic Wealth, Inc. Syracuse UT Private Residence",,,Salesforce
9623847,,William Lien,,,constructionsales01@protonmail.com,,List import
11083711,Inactive Investor,Paul Careau,,Bolton Global Capital Woonsocket RI 68 Cumberland St,pcareau@deltaequity.com,,Salesforce
11130256,Inactive Investor,Thomas Breckenridge,,Park Avenue Securities LLC Canton OH 4150 Belden Village St NW,thomas_breckenridge@glic.com,,Salesforce
11116609,Inactive Investor,Patrick Cauley,Financial Professional,"Pruco Securities, LLC. Dayton OH 4617 Presidential Way",patrick.cauley@prudential.com,,Salesforce
11022866,Inactive Investor,Maddie Roberts,Private Client Associate,J.P. Morgan Securities LLC Boulder CO 2500 Arapahoe Ave,maddie.roberts@jpmorgan.com,,Salesforce
340134,,Nevins Frank,,[Unknown],frankwnevins@gmail.com,,Event
11203782,Inactive Investor,Jordon Santos,,Park Avenue Securities LLC Honolulu HI 3468 Waialae Ave,jordon_santos@glic.com,,Salesforce
11210545,Inactive Investor,Jason Anderson,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",jason.anderson@nm.com,,Salesforce
10839192,Inactive Investor,John Goodenough,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",,,Salesforce
111007,,Robert Adelson,Managing Partner,Osage Partners,radelson@osagepartners.com,1-484-434-2255,Database Upload
11171476,Inactive Investor,Christian Beach,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",christian.beach@ml.com,,Salesforce
9628745,,Nathan ONeil,,,noneil4@yahoo.com,,List import
10818246,Inactive Investor,Katherine Robinson,Financial Advisor,"Raymond James & Associates, Inc. San Diego CA 13500 Evening Creek Dr N",katherine.oleary@raymondjames.com,,Salesforce
10890850,Inactive Investor,Jared Empey,Chief Compliance Officer;Financial Advisor,TrueNorth Wealth,jared@truenorthwealth.com,,Salesforce
10952662,Inactive Investor,Ryan Garnto,,NYLIFE Securities LLC Albany GA 2539 Lafayette Plaza Dr,ragarnto@ft.newyorklife.com,,Salesforce
10821802,Inactive Investor,Brandon Kain,Financial Advisor,Edward Jones Oskaloosa IA 804 S Market St,brandon.kain@edwardjones.com,,Salesforce
10964312,Inactive Investor,Donna Johnson,,"U.S. Bancorp Investments, Inc. Camas WA 430 NE Adams St",donna.johnson@usbank.com,,Salesforce
70174,,Melinda Warren,"Co-President, Chief Compliance Officer","Hughes Warren, Inc.",melinda@hugheswarren.com,405-418-4080,
217990,,Tammy Stanard,,[Unknown],tammycstanard@gmail.com,,
9566513,,Edward Freese,,,edward.freese@fidelity.com,,List import
10897987,Inactive Investor,Drew Stallings,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,drew.stallings@jpmorgan.com,,Salesforce
10872537,Inactive Investor,Maryanne Schultz,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",maryanne.schultz@lfg.com,,Salesforce
11161860,Inactive Investor,Theodore Svirbly,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9591458,,Bill Preston,,,bill.midwestfirst@gmail.com,,List import
11218858,,Dawn Dhyanna,,,ddhyanna@wisdirect.com,,Other
10958977,Inactive Investor,Benjamin Marshall,,"Golden State Equity Partners, LLC Lehi UT Private Residence",bmarshall@marshallwealthadvisors.com,385-247-4455,Salesforce
11209458,Inactive Investor,Timothy Smith,Chief Compliance Officer;Chief Executive Officer;Managing Director;Member;Principal,"Continuum Wealth Advisors, LLC",tsmith@contwealth.com,,Salesforce
11192325,Inactive Investor,Jeffrey White,Managing Partner;Member;Secretary,Quantum Financial Partners LLC,jwhite@qfp-llc.com,,Salesforce
11070864,Inactive Investor,Amy Byerly,,"Northwestern Mutual Investment Services, LLC New Kensington PA 1020 5th Ave",amy.byerly@nm.com,,Salesforce
10959930,Inactive Investor,Michael Gregg,,LPL Financial LLC San Francisco CA 582 Market St,mike.gregg@lpl.com,,Salesforce
9640647,,Alex McCormick,,,alexmcc@live.com,,List import
11106990,Inactive Investor,Sean Perkins,Wealth Advisor,Lake Street Advisors,sean@lakestreetadvisors.com,,Salesforce
11045697,Inactive Investor,Christopher Russo,,B. Riley Wealth Management Westbury NY 1400 Old Country Rd,,,Salesforce
9584990,,Eric Sanborn,,,lordandsanborn@lordandsanborn.com,,List import
10800267,Inactive Investor,Brian Valenti,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pittsford NY 1250 Pittsford Victor Rd",brian.valenti@schwab.com,,Salesforce
10844117,Inactive Investor,Neil Piper,Chief Compliance Officer;Financial Advisor;Member,"Invest For A Lifetime, LLC Red Bank NJ 165 State Rte 35",neil.piper@pipelinetowealth.com,,Salesforce
10617264,,Emilio Velazquez,,,emilio.a.velazquez@jpmorgan.com,,List Import
10863598,Inactive Investor,Quinn Shepherd,,Goldman Sachs & Co.,,,Salesforce
10898907,Inactive Investor,Katrina Lamb,Head - Investment Strategy and Research,"MV Capital Management, Inc. Bethesda MD 4520 E West Hwy",klamb@mvfinancial.com,,Salesforce
9562239,,Larry Behnken,,,larry.behnken@thrivent.com,,List import
10656842,,Gabriela Reyna,,,greyna@farmersagent.com,,List Import
9584713,,Alan Feder,,,afeder@landseerinv.com,,List import
10784385,Inactive Investor,Anna Davis,,"Synovus Securities, Inc. Statesboro GA 1205 Brampton Ave",annadavis@synovus.com,,Salesforce
11053780,Inactive Investor,Daniel Goodhue,,"Principal Securities, Inc.",goodhue.daniel@principal.com,,Salesforce
10914269,Inactive Investor,Erika Jayne,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10489694,,Bruce Griffith,"Chief Operating Officer, President, Regulatory Contact","AssetBuilder, Inc.",bruceg@assetbuilder.com,,List Import
11193691,Inactive Investor,John Rea,,Edward Jones Meridian MS 2447 47th Ct,,,Salesforce
10873947,Inactive Investor,Samuel Williams,Financial Advisor,"Ameriprise Financial Services, LLC Little Rock AR 22 Rahling Cir",sam.x.williams-iii@ampf.com,,Salesforce
9570328,,Nikolas Wogstad,,,nik@everestfg.us,,List import
10881295,Inactive Investor,Dennis McCurdy,Chief Compliance Officer;Financial Advisor;Insurance Agent;Member;Owner;Principal,"McCurdy Investments, LLC",damccurdy@mccurdyinsurance.com,,Salesforce
9629424,,Christian Iannelli,,,cviannelli@gmail.com,,List import
11216821,,Gregory Drahuschak,,,gdrahuschak@janney.com,,List Import
8481066,,Allison Lloyds,,GlobalX Mirae,alloyds@globalxfunds.com,(917) 209-5179,List Import
9645115,,Jose Alvarado,,,josealvarado870@yahoo.com,,List import
9567485,,Rainer Graef,,,clarissavdwest@gmail.com,,List import
10975868,Inactive Investor,Shakeel Bobb,,PFS Investments Inc. Brandon FL 1458 Oakfield Dr,sbobb.3grxs@primerica.com,,Salesforce
10656716,,Zachary Freud,,,zack.freud@jpmorgan.com,,List Import
10969583,Inactive Investor,Julia De Padua Geraldeli,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10950849,Inactive Investor,Brian Lecompte,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10833325,Inactive Investor,Timothy Golier,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10818944,Inactive Investor,Zachary Bransky,Assistant Vice President,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
9581949,,Leigh Waxman,,,lwaxman@penso.com,,List import
10755601,Inactive Investor,Lauren Histon,Senior Client Associate;Wealth Management Associate,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,lauren.webb@ubs.com,,Salesforce
10831376,Inactive Investor,Howard Lininger,Financial Advisor,Edward Jones Newport News VA 732 Thimble Shoals Blvd,doug.lininger@edwardjones.com,,Salesforce
10780071,Inactive Investor,James Davidson,First Vice President - Investments,Davenport & Company LLC,jdavidson@investdavenport.com,,Salesforce
10932491,Inactive Investor,Tanessa Klug,Financial Advisor,Edward Jones Marinette WI 3908 Hall Ave,tanessa.klug@edwardjones.com,,Salesforce
10978629,Inactive Investor,Kevin Schroeder,,PFS Investments Inc. Henderson NV 1489 W Warm Springs Rd,kevin.schroeder@primerica.com,,Salesforce
11079387,Inactive Investor,Thomas Haden,Financial Advisor,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",thomas.haden@valic.com,,Salesforce
10779862,Inactive Investor,Heath Odom,,Fidelity Brokerage Services LLC Palm Beach Gardens FL 3501 PGA Blvd,heath.odom@fidelity.com,,Salesforce
11063009,Inactive Investor,John Dee,Chief Investment Officer,"Sterling Financial Advisors, LLC",,,Salesforce
207004,,Janpieter Hutabarat,,[Unknown],janpieterrhh@gmail.com,,
10791727,Inactive Investor,Anita Rosenstein,President,"AR Asset Management, Inc.",,,Salesforce
11111954,Inactive Investor,Cameron Bozeman,,Cetera Advisor Networks LLC Atlanta GA 4170 Ashford Dunwoody Rd NE,,,Salesforce
10896527,Inactive Investor,Michael Furlong,Financial Advisor,"Ameriprise Financial Services, LLC Hibbing MN 320 E Howard St",michael.furlong@ampf.com,,Salesforce
10938650,Inactive Investor,Colin Overweg,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Founder,Advize Wealth Management,,,Salesforce
11164108,Inactive Investor,Michael Oberdorf,Wealth Advisor,Commonwealth Financial Network Sea Girt NJ 2164 Hwy 35,moberdorf@commonwealth.com,,Salesforce
10781348,Inactive Investor,Nimrod Thompson,Managing Member;Regulatory Contact;Senior Wealth Advisor,TD Capital Management LLC,gthompson@tdcmllc.com,,Salesforce
235154,, -,,[[Unknown]],uac.eforia@gmail.com,,Advertising
11229068,Inactive Investor,Cody Fitting,,Edward Jones Grass Valley CA 350 Crown Point Cir,cody.fitting@edwardjones.com,,Salesforce
129264,,Dennis Henks,Estate and Succession Planning Specialist,Lincoln Financial Advisors Corporation,dennis.henks@lfg.com,816-716-0881,
10800282,Inactive Investor,Maura Kennedy,Managing Director,Neuberger Berman BD LLC,maura.reilly@nb.com,,Salesforce
11047913,Inactive Investor,Wayne Wong,,"Farmers Financial Solutions, LLC Sacramento CA 2015 Q St",wwong2@farmersagent.com,,Salesforce
11222092,,Timothy Doyle,,,timothy.doyle@brandes.com,,List Import
11108836,Inactive Investor,Marc Sulam,Principal,"LDR Capital Management, LLC New York NY 410 Park Ave",msulam@ldrcapitalmgmt.com,,Salesforce
123789,,Michelle Murray,"Managing Director, Partner","Hightower Advisors, Llc",mmurray@hightoweradvisors.com,206-254-4233,
11139921,Inactive Investor,Macinnes Lamont,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",mac.lamont@ampf.com,,Salesforce
11255077,Inactive Investor,Jarrett Meadors,Founder;Senior Portfolio Manager,Belpointe Asset Management LLC Charlotte NC 15720 Brixham Hill Ave,jarrett.meadors@belpointewealth.com,,Salesforce
10611634,,Timothy Kelly,"Executive Director, Financial Advisor",,timothy.kelly@ubs.com,,List Import
10936071,Inactive Investor,Renee Nenninger,,AW Securities Saint Louis MO 3 Cityplace Dr,,,Salesforce
10658238,,Timothy O'Donnell,,,timothy.odonnell@lpl.com,,List Import
10815450,Inactive Investor,Michael Rothstein,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbus OH 530 W Spring St",michael.b.rothstein@ampf.com,,Salesforce
10980330,Inactive Investor,Vincent Fung,,J.P. Morgan Securities LLC San Carlos CA 845 Laurel St,vincent.t.fung@chase.com,,Salesforce
11190230,Inactive Investor,Dwight Wolfe,Financial Advisor,Edward Jones Stevenson Ranch CA 26650 The Old Rd,dwight.wolfe@edwardjones.com,,Salesforce
10810223,Inactive Investor,Sherry Montesino,,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",sherry.l.montesino@rbc.com,,Salesforce
9595514,,Tara Sahdev,,,tara@bakerstreetadvisors.com,,List import
11181121,Inactive Investor,Paul Zawilenski,Private Client Advisor,J.P. Morgan Securities LLC Ramona CA 1467 Main St,paul.zawilenski@jpmorgan.com,,Salesforce
9579292,,Greg Thomas,,,gwt@wvcapital.com,,List import
9558055,,Justin Hawksley,,,justin.hawksley@thinkingbeyond.com,,List import
352618,,Libby Burrus,Senior Private Client Associate,"Harbourvest Partners, Llc",lburrus@harbourvest.com,617-348-3707,Manual List Upload
10936599,Inactive Investor,Brian Cassata,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10814034,Inactive Investor,Brent Pruetz,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,brent.pruetz@primerica.com,,Salesforce
10817915,Inactive Investor,Patrick Nygaard,Financial Advisor,Edward Jones Jamestown ND 312 2nd Ave SW,pat.nygaard@edwardjones.com,,Salesforce
10768067,Inactive Investor,Michael Brangle,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Mishawaka IN 4101 Edison Lakes Pkwy",michael.brangle@wellsfargoadvisors.com,,Salesforce
10863736,Inactive Investor,Peiliang Cui,,"Avantax Investment Services, Inc. Falls Church VA 2841 Hartland Rd",,,Salesforce
11157343,Inactive Investor,Nicholas Corrente,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",ncorrente@stifel.com,,Salesforce
10989692,Inactive Investor,Isaac Cowen,,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",,,Salesforce
11114603,Inactive Investor,Wayne Ruggiere,,"Alexander Capital, L.P.",wruggiere@alexandercapitallp.com,,Salesforce
10774909,Inactive Investor,Kimberly Breslauer,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,kimberly.breslauer@opco.com,,Salesforce
11011091,Inactive Investor,Edward Mcneill,,PFS Investments Inc. Phoenix AZ 11225 N 28th Dr,emcneill@primerica.com,,Salesforce
10753599,Inactive Investor,Clifford Farren,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",trip.farren@ml.com,,Salesforce
10912423,Inactive Investor,Walter Dewey,Chief Executive Officer;Chief Investment Strategist;Managing Member;Principal,"Resonant Capital Advisors, LLC",wdewey@resonantcapital.com,,Salesforce
339132,,David Lobel,Founder And Managing Partner,"Sentinel Capital Partners, L.l.c.",lobel@sentinelpartners.com,212-688-3100,Manual List Upload
11156916,Inactive Investor,Jacinda Reid,,Vanguard Marketing Corporation,jacinda_reid@vanguard.com,,Salesforce
11238522,Inactive Investor,Silvestro Calabrese,,The Bollard Group LLC,scalabrese@spincap.com,,Salesforce
10968007,Inactive Investor,Curtis Davidson,,State Farm VP Management Corp. Sand Springs OK 420 W Wekiwa Rd,curtisdavidson@statefarm.com,,Salesforce
10961478,Inactive Investor,Ronny Spiewak,,"The Leaders Group, Inc. Miami FL 1221 Brickell Ave",ronny@leadersgroup.net,,Salesforce
10771640,Inactive Investor,Crystal Retterath,Senior Investment Associate,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",crystal.retterath@rbc.com,,Salesforce
11010373,Inactive Investor,Joseph Cecil,,"Private Client Services, LLC",,,Salesforce
10788979,Inactive Investor,Christopher Gottscho,Managing Member;Portfolio Manager;President,Fields Gottscho Capital Management LLC,,,Salesforce
9544564,,Derick Okingo,,,okochoderick14@gmail.com,,List import
334141,,Edward Rose,Vice Chairman,Maxim Financial Advisors Llc,erose@maximgrp.com,212-895-3500,Manual List Upload
9618989,,Keith Peters,,,kiefik196@gmail.com,,List import
11011676,Inactive Investor,Shannon Klinger,Associate,Edward Jones Hummelstown PA 11 S Hanover St,,,Salesforce
9627030,,Emre Pakdemirli,,,emrepakdemirli@yahoo.com,,List import
11192339,Inactive Investor,Gregory Addison,,"Professional Asset Management, Inc Lenexa KS 19440 W 102nd St",,,Salesforce
9562989,,Brandon Williams,,,brandonwilliams063097@yahoo.com,,List import
11127528,Inactive Investor,Gregg Mahoney,,"Osaic Wealth, Inc. Alpharetta GA 215 Bray Road Ct",,,Salesforce
9636024,,Joel Miller,,,jmiller@merriongroup.net,,List import
11025722,Inactive Investor,Michael Dowling,,Cetera Investment Services LLC Mount Pleasant PA 659 W Main St,michael.dowling@ceterais.com,,Salesforce
11071621,Inactive Investor,Craig Gissy,Financial Advisor,"Cutter & Company, Inc.",,,Salesforce
10864753,Inactive Investor,Lynn Wickemeyer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10614849,,Leon Henderson,"Financial Advisor, Managing Director, Private Wealth Advisor",,leon.henderson@morganstanley.com,,List Import
10959795,Inactive Investor,Leah Crompton,,Fidelity Brokerage Services LLC,,,Salesforce
10922766,Inactive Investor,Elanit Hasas,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,elanit.hasas.mde8@statefarm.com,,Salesforce
10982416,Inactive Investor,Shelly Norman,,"Transamerica Financial Advisors, Inc Idaho Falls ID 980 John Adams Pkwy",shelly.norman@tfaconnect.com,,Salesforce
10997721,Inactive Investor,William Noelle,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10938407,Inactive Investor,Cole Gibson,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11186889,Inactive Investor,Benson Ikuomola,,PFS Investments Inc. Villa Park IL 1 Mid America Plz,benson.ikuomola@primerica.com,,Salesforce
10883175,Inactive Investor,Terri Connelly,Financial Advisor;Senior Portfolio Manager,"Formidable Asset Management, LLC",tconnelly@formidableam.com,,Salesforce
10888583,Inactive Investor,Wayne Klatt,,"Allstate Financial Services, LLC Melville NY 35 Pinelawn Rd",wayneklatt@allstate.com,,Salesforce
10814616,Inactive Investor,Sean Sinclair,Financial Advisor,Edward Jones Vienna VA 243 Church St NW,sean.sinclair@edwardjones.com,,Salesforce
11048606,Inactive Investor,Alexandra Fitzgarrald,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,alexandra.fitzgarrald@ubs.com,,Salesforce
11021956,Inactive Investor,Lorraine Frownfelter,,"Bankers Life Securities, Inc. Erie PA 3939 W Ridge Rd",lorraine.frownfelter@bankerslife.com,,Salesforce
11303659,Inactive Investor,Mary	Thompson,Founder,ReFrame Financial Planning,mary@reframefp.com,667-228-9696,Salesforce
9559960,,Scott Moses,,,smoses@lcpim.com,,List import
10799914,Inactive Investor,William Zeltner,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",william.zeltner@wellsfargo.com,,Salesforce
11147168,Inactive Investor,Julie Permutt,,PlanMember Securities Corporation Irvington NY 1 Bridge St,jpermutt@planmember.com,,Salesforce
11064117,Inactive Investor,Jonathan Lessard,,Fidelity Brokerage Services LLC,,,Salesforce
11255009,Inactive Investor,Judith Pflaumer,Financial Advisor;Member,Savant Wealth Management Dover DE 220 Beiser Blvd,jpflaumer@savantwealth.com,,Salesforce
10759779,Inactive Investor,Kurt Patten,Family Wealth Director;Financial Advisor;Investing with Impact Director;Senior Vice President,Morgan Stanley Manchester NH 1155 Elm St,kurt.a.patten@morganstanley.com,,Salesforce
10942593,Inactive Investor,Katrina O'Connell,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",trina.sessions@nm.com,,Salesforce
11108038,Inactive Investor,Arturo Rodriguez,,J.P. Morgan Securities LLC Irvine CA 13128 Jamboree Rd,arturo.rodriguez@jpmorgan.com,,Salesforce
10850615,Inactive Investor,Christopher Pennington,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,chris.pennington@ubs.com,,Salesforce
10940437,Inactive Investor,Caitlin Davis,,Edward Jones Columbus OH 1840 Zollinger Rd,caitlin.davis2@edwardjones.com,,Salesforce
11151719,Inactive Investor,Jenny Valiente,,J.P. Morgan Securities LLC Round Rock TX 2711 La Frontera Blvd,jenny.valiente@jpmorgan.com,,Salesforce
9618040,,Alexander Adamson,,,aja@oberndorfent.com,,List import
9641817,,Michael Gilbert,,,mgilbert@pactolus.com,,List import
96244,,Len Giarraputo,,NA,wstreat@aol.com,,
11173197,Inactive Investor,Anh Truong,,J.P. Morgan Securities LLC Katy TX 400 S Mason Rd,anh.truong@jpmorgan.com,,Salesforce
8480839,,Ryan Donaghy,,Wells Fargo Advisors,ryan.donaghy@wellsfargo.com,(360) 527-2139,List Import
11193958,Inactive Investor,James Lipari,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Kansas City MO 4622 Pennsylvania Ave,james.lipari@ubs.com,,Salesforce
10795347,Inactive Investor,Joseph Polanski,Financial Advisor;First Vice President,Morgan Stanley Fort Worth TX 201 Main St,joseph.polanski@morganstanley.com,,Salesforce
10506089,,Skilly Skillestad,Financial advisor,Wedbush Securities,skilly.skillestad@wedbush.com,406-869-8695,List import
10770897,Inactive Investor,Pamela Covington,Financial Advisor,Edward Jones Fort Wayne IN 6525 Constitution Dr,pam.covington@edwardjones.com,,Salesforce
11115943,Inactive Investor,Anthony Venetta,Financial Advisor;Senior Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,anthony.venetta@ubs.com,,Salesforce
10972773,Inactive Investor,Hannah Cantrell,President;Senior Financial Advisor,"Financial Strategies, Inc.",hannah@retirementandwealth.com,,Salesforce
11054380,Inactive Investor,James Killingsworth,Managing Partner;Senior Financial Advisor,"The Legacy Financial Group, Inc.",bray@legacyadvisor.net,,Salesforce
11232096,Inactive Investor,Paul Pesek,,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,ppesek@rwbaird.com,,Salesforce
10754627,Inactive Investor,Gordon Bauer,Financial Advisor,LPL Financial LLC Littleton CO Private Residence,gordon.bauer@lpl.com,,Salesforce
11202445,Inactive Investor,Shane Garman,Director;Director - Research;Regulatory Contact;Shareholder;Treasurer;Vice President,"Wilkins Investment Counsel, Inc",sg@wilkinsinvest.com,,Salesforce
10658464,,Inas Corty,,,inas.kaku@jpmorgan.com,,List Import
10587375,,Shahriyar Neman,,,me@shaneneman.com,,Web Form Fillout
9594946,,Alexandre Harry,,,alexbhy@gmail.com,,List import
10976696,Inactive Investor,Jason Bailey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jason_bailey@vanguard.com,,Salesforce
10840954,Inactive Investor,Nancy McMillan,,"Osaic Wealth, Inc. Fort Smith AR 622 S 21st St",,,Salesforce
9565719,,daniel whyman,,,daniel.whyman@morganstanley.com,,List import
10954561,Inactive Investor,Ryan Gronostaj,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
10827966,Inactive Investor,Clayton Gray,Financial Advisor,"Pruco Securities, LLC. Cheyenne WY Private Residence",clayton.gray@prudential.com,,Salesforce
10942791,Inactive Investor,William Witte,Financial Advisor,LPL Financial LLC Mooresville IN 23 W Main St,marty.witte@lpl.com,,Salesforce
11222432,,Douglas Kerr,,,dkerr@commonwealth.com,,List import
219596,,Lorenzo Minor,,[Unknown],lorenzo.minor@yahoo.com,,source
11200807,Inactive Investor,Ziv Biron,Chief Executive Officer;President,"IDB Lido Wealth, LLC",,,Salesforce
9627729,,Francisco Duran,,,fduran103@gmail.com,,List import
9560965,,Graham Shullman,,,gshullman@massmutual.com,,List import
40254,,Rodney Hill,Financial Associate,Thrivent Investment Management Inc.,rodney.hill@thrivent.com,,
11219428,,Christine Quillian,,,christinequillian@montagwealth.com,,Other
340834,,Tim Fahey,Senior Managing Director,"Nicollet Investment Management, Inc.",timf@nicolletinvest.com,612-915-3033,Manual List Upload
10780420,Inactive Investor,Charles Terrazas,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",charles.j.terrazas@ml.com,,Salesforce
10827472,Inactive Investor,Mary Holden,Senior Registered Associate,Morgan Stanley Forsyth IL 241 W Weaver Rd,karole.m.holden@morganstanley.com,,Salesforce
10765202,Inactive Investor,Janelle Meyers,,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",janelle.meyers@ampf.com,,Salesforce
10910887,Inactive Investor,Katie Hudson,,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",,,Salesforce
9626639,,Derrio'Tay Johnson,,,derriotay@gmail.com,,List import
10827144,Inactive Investor,Holly Ginas,Financial Advisor,Edward Jones Honesdale PA 642 Park St,holly.ginas@edwardjones.com,,Salesforce
10754678,Inactive Investor,John Murfee,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",john.murfee@bofa.com,,Salesforce
9590194,,wesly gutierrez,,,wesley.m.gutierrez@gmail.com,,List import
9615764,,Bob Bucca,,,sheshu98@gmail.com,,List import
11095197,Inactive Investor,Steven Sheresky,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",steve.sheresky@rbc.com,,Salesforce
9577414,,Tom Webster,,,12webstert@gmail.com,,List import
11004291,Inactive Investor,Taylor Marrone,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",taylor.marrone@ml.com,,Salesforce
10815686,Inactive Investor,Kenneth Swope,,"Raymond James Financial Services, Inc. Englewood CO 5619 DTC Pkwy",kenneth.swope@raymondjames.com,,Salesforce
11151904,Inactive Investor,Kenneth Johantges,,"VALIC Financial Advisors, Inc. Florence KY Private Residence",kenneth.johantges@valic.com,,Salesforce
10822716,Inactive Investor,Hayley Hartman,,"Raymond James & Associates, Inc.",hayley.hartman@raymondjames.com,,Salesforce
11011242,Inactive Investor,Jay Kang,,"Avantax Investment Services, Inc. Ambler PA 809 N Bethlehem Pike",,,Salesforce
10656330,,Patrick Perrotta,,,patrick.perrotta@ceterafs.com,,List Import
11071650,Inactive Investor,William Short,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",,,Salesforce
11077259,Inactive Investor,Maritza Richardson,,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",maritza.richardson@rbc.com,,Salesforce
11028962,Inactive Investor,Arya Sharian,,J.P. Morgan Securities LLC Dearborn MI 14901 Ford Rd,arya.sharian@jpmorgan.com,,Salesforce
10851784,Inactive Investor,Richard Abaunza Hernandez,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,richard.a.hernandez@jpmorgan.com,,Salesforce
10911092,Inactive Investor,Marc Wilborn,,Wealthcare Advisory Partners LLC Leawood KS 4000 W 114th St,,,Salesforce
11204114,Inactive Investor,Daniel Obrien,Investment Advisor,Fisher Investments San Mateo CA 1450 Fashion Island Blvd,,,Salesforce
10970042,Inactive Investor,Bradley Westerheide,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10510143,,Bart Roter,"Executive Director, Canadian ETF Services",CIBC Mellon,bart.roter@cibcmellon.com,,List import
10991430,Inactive Investor,Richard Mcdonald,Financial Planning Associate,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",rick.mcdonald@nm.com,,Salesforce
10933201,Inactive Investor,Kristin Rogers,Investment Advisor Representative,"CGN Advisors, LLC Eureka Springs AR 103 E Van Buren",,,Salesforce
10644778,,Mark Biche,,,mark.biche@psc.com,,List Import
11141119,Inactive Investor,Kurt Kubon,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Barrington IL 760 W Main St,kurt.kubon@morganstanley.com,,Salesforce
10803652,Inactive Investor,David Hackfort,Managing Director;President;Regulatory Contact,North Star Asset Management Inc,,,Salesforce
10809737,Inactive Investor,Matthew Gordon,Financial Advisor;Managing Director,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,,,Salesforce
11088120,Inactive Investor,Samuel Escobar,Financial Advisor,Lagos Wealth Advisors,sescobar@lagosadvisors.com,,Salesforce
9644630,,Dylan Gordon,,,dylan.gordan@citadel.com,,List import
9584376,,Rebecca Ginzburg,,,rginzburg@juntocap.com,,List import
10967304,Inactive Investor,Travis Powell,,"Pruco Securities, LLC. Lake Oswego OR 5500 Meadows Rd",travis.powell@prudential.com,,Salesforce
10878425,Inactive Investor,Albert Miller,Financial Advisor,"Raymond James & Associates, Inc. Valparaiso IN 1351 Silhavy Rd",albert.miller@raymondjames.com,,Salesforce
11147387,Inactive Investor,Grant Bushue,Investment Executive;Vice President,"Fifth Third Securities, Inc. Effingham IL 200 E Jefferson Ave",grant.bushue@53.com,,Salesforce
9668959,,Melvin Williams,,,mw4065294@gmail.com,,Web Form Fillout
10876235,Inactive Investor,John Reba,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",john.reba@rbc.com,,Salesforce
10917980,Inactive Investor,Trenton Breithaupt,,"Charles Schwab & Co., Inc. Huntington Beach CA Private Residence",,,Salesforce
9540920,,Jeff Rundlet,,BlockFi,jeff.rundlet@blockfi.com,,List Import
349222,,Gary Schafer,Managing Member,"Atlanta Consulting Group Advisors, Llc",gary.schafer@theatlantaconsultinggroup.com,888-317-2810,Manual List Upload
10974219,Inactive Investor,Andrew Simonds,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,andrew.simonds@primerica.com,,Salesforce
52959,,Kenneth Hightower,,"Voya Financial Advisors, Inc.",ken.hightower@voya.com,512-794-1351,
10878898,Inactive Investor,Daniel Mastropiero,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,daniel.mastropiero@fmr.com,,Salesforce
10772934,Inactive Investor,Benson Watt,,PFS Investments Inc. Spartanburg SC 269 S Church St,benson.watt@primerica.com,,Salesforce
332866,,Dave Wissinger,Senior Portfolio Manager,Mechanics Bank,david_wissinger@mechanicsbank.com,,
10980602,Inactive Investor,Amy Lawrence,,LPL Financial LLC Palmetto Bay FL Private Residence,amy.lawrence@lpl.com,,Salesforce
10942083,Inactive Investor,Robert Duckworth,,Cetera Advisor Networks LLC Plain City OH 488 W Main St,chris.duckworth@ceterawealth.com,,Salesforce
10952767,Inactive Investor,Rosalia Marrone,,Park Avenue Securities LLC Short Hills NJ 830 Morris Tpke,,,Salesforce
11231327,Inactive Investor,Daniel Hall,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_hall@vanguard.com,,Salesforce
10842330,Inactive Investor,Annette Findling,,HighPoint Planning Partners Chicago IL 77 W Wacker Dr,,,Salesforce
10889562,Inactive Investor,Emily Gamby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",gambye@stifel.com,,Salesforce
11085250,Inactive Investor,Jared Shamblin,,"Transamerica Financial Advisors, Inc Villa Park IL 1 Transam Plaza Dr",jared.shamblin@tfaconnect.com,,Salesforce
11041884,Inactive Investor,Paul Braley,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",paul.braley@nm.com,,Salesforce
9603653,,Giorgio Gaddeo,,,giorgio.gaddeo1992@gmail.com,,List import
11122945,Inactive Investor,Kristen Curtis,,J.P. Morgan Securities LLC San Francisco CA 1500 Polk St,kristen.curtis@jpmorgan.com,,Salesforce
10806486,Inactive Investor,Sherrie Estes,Branch Auditor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,sherrie.estes@edwardjones.com,,Salesforce
11168317,Inactive Investor,Walter Charles,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,,,Salesforce
9563569,,James Alban,,,james.alban@fidelity.com,,List import
11228738,Inactive Investor,Dawson Gaede,,J.P. Morgan Securities LLC Mesa AZ 1750 S Power Rd,dawson.gaede@jpmorgan.com,,Salesforce
11149563,Inactive Investor,Nathaniel Frasier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",nathaniel.frasier@ml.com,,Salesforce
11211585,Inactive Investor,Jennifer Lange,Senior Private Client Assistant,Janney Montgomery Scott LLC West Hartford CT 15 N Main St,jlange@janney.com,,Salesforce
10806291,Inactive Investor,Roberto De Jesus Pou,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,roberto.dejesuspou@ubs.com,,Salesforce
10644963,,Robert Deane,,,robert.deane@lpl.com,,List Import
343732,,Valerie Downs,Financial Professional,"Private Client Services, Llc",vdowns@mikebrooksandassociates.com,502-451-0600,Manual List Upload
10777032,Inactive Investor,Donald Osten,Financial Advisor,Edward Jones Monticello IN 902 N 6th St,don.osten@edwardjones.com,,Salesforce
10941719,Inactive Investor,Edgardo Juarez,,"Allstate Financial Services, LLC Aurora IL 1137 N Eola Rd",edgardojuarez@allstate.com,,Salesforce
10786930,Inactive Investor,Lee Forker,,"New England Research & Management, Inc. Boston MA 185 Devonshire St",,,Salesforce
10878511,Inactive Investor,Suzanne Godfrey,,"CUNA Brokerage Services, Inc. Denver IA 501 Donna St",suzanne.godfrey@cunamutual.com,,Salesforce
9647054,,Ryan Edward,,,ryan.graves@wellsfargoadvisors.com,,List import
10853513,Inactive Investor,Mark Dutram,Advisor,"RFG Advisory, LLC Destin FL 1234 Airport Rd",,,Salesforce
11089253,Inactive Investor,Mark Langley,Financial Advisor,Edward Jones Indianapolis IN 1305 W 86th St,mark.langley@edwardjones.com,,Salesforce
9581506,,Richard Oh,,,ohr@taglichbrothers.com,,List import
11082418,Inactive Investor,Steven Link,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Madison IA 702 Avenue F",,,Salesforce
11076014,Inactive Investor,John Reynolds,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",john.reynolds@nm.com,,Salesforce
11167492,Inactive Investor,Grace Burr,,Citigroup Global Markets Inc.,grace.burr@citigroup.com,,Salesforce
11158629,Inactive Investor,Regan Flaherty,Wealth Advisor,ProAthlete Wealth Management LLC Nashville TN Private Residence,regan@pawm.com,,Salesforce
10996321,Inactive Investor,Leonel Jacquez-Bojorquez,Private Client Advisor,J.P. Morgan Securities LLC Henderson NV 705 S Green Valley Pkwy,leonel.jacquez-bojorquez@jpmorgan.com,,Salesforce
10774738,Inactive Investor,Terra Hall-Snider,Senior Vice President,Stephens Winston Salem NC 101 S Stratford Rd,thallsnider@stephens.com,,Salesforce
11004245,Inactive Investor,Nicholas Witte,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11196711,Inactive Investor,James Chernokal,,PNC Investments Wilmington DE 5325 Limestone Rd,james.chernokal@pnc.com,,Salesforce
11219344,,Patrick Rehm,,,patrick.rehm@ceterafs.com,,Other
10389145,,Thomas Fecker,,,thomas.decker@pm.me,,Web Form Fillout
11082281,Inactive Investor,Glennis Rose,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,glennis.rose@primerica.com,,Salesforce
10781777,Inactive Investor,Ollin Donohue,Private Client Advisor,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,larry.o.donohue@jpmorgan.com,,Salesforce
234982,, -,,[[Unknown]],dianamrgzz123@gmail.com,,
11096853,Inactive Investor,Regina Smith,,Robert W. Baird & Co. Incorporated Grass Valley CA 360 Sierra College Dr,gmsmith@rwbaird.com,,Salesforce
10789245,Inactive Investor,Anthony Fagella,Managing Director;Private Wealth Advisor,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",tony.fagella@alex-brown.com,,Salesforce
11129244,Inactive Investor,Jason Foegelle,,"Farmers Financial Solutions, LLC Harker Heights TX 106 E FM 2410 Rd",jfoegelle1@farmersagent.com,,Salesforce
10864220,Inactive Investor,Janal Kruzel,,Cetera Investment Services LLC,janal.kruzel@ceterais.com,,Salesforce
9616995,,Robert Whitehead,,,bob@rswconsultants.com,,List import
11221599,,Amanda McNulty,,,amcnulty@firstrepublic.com,,List Import
11133143,Inactive Investor,Bradley Miller,,"Centaurus Financial, Inc. Topeka KS Private Residence",,,Salesforce
9564558,,Saunie Darlington,,,saunie.darlington@fidelity.com,,List import
11164535,Inactive Investor,Cory Hood,,"Lion Street Financial, LLC Dallas TX 10000 N Central Expy",chood@lionstreet.com,,Salesforce
11014680,Inactive Investor,Thomas Harmon,,"Commerce Brokerage Services, Inc. Saint Louis MO 8001 Forsyth St",thomas.harmon@commercebank.com,,Salesforce
11216819,,Lynne Rosenfeld,,,lrosenfeld@janney.com,,List Import
10893752,Inactive Investor,Melanie Buck,,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,melanie.buck@morganstanley.com,,Salesforce
10824931,Inactive Investor,Dareena Trout,,LPL Financial LLC Winfield KS 106 W 9th Ave,dari.trout@lpl.com,,Salesforce
11122011,Inactive Investor,Kenneth Wilkinson,,"Raymond James Financial Services, Inc. Kalispell MT 25 2nd Ave W",kenneth.wilkinson@raymondjames.com,,Salesforce
9556233,,Timothy Blandford,,,tim.blandford@thrivent.com,,List import
11104558,Inactive Investor,Anthony Barron,Financial Advisor,LPL Financial LLC San Diego CA 4499 Ruffin Rd,anthony.barron@lpl.com,,Salesforce
10974767,Inactive Investor,Eric Vanness,Financial Advisor,LPL Financial LLC Lisle IL 4225 Naperville Rd,eric.vanness@lpl.com,,Salesforce
11034198,Inactive Investor,Emily Grace,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",emily.p.rossi@nm.com,,Salesforce
9576151,,Rodrigo Assis,,,rbabraga@gmail.com,,List import
6274544,,Anthony Green,,,anthony@meidatools.com,,Web Form Fillout
10606326,,Andrew Willey,"Director, Product Strategist","Lord, Abbett & Co. LLC",awilley@lordabbett.com,201-827-2269,List Import
11018957,Inactive Investor,Benjamin Baudoin,,"Avantax Investment Services, Inc. Lafayette LA 2000 Kaliste Saloom Rd",,,Salesforce
10763018,Inactive Investor,Peter Robbins,Board Member;Chief Executive Officer;Chief Investment Officer;Managing Director,H.M. Payson,,,Salesforce
10820527,Inactive Investor,David Rubino,Director - Wealth Management Services,"Northwestern Mutual Investment Services, LLC Center Valley PA Private Residence",,,Salesforce
9575269,,James Larkin,,,james.larkin@valic.com,,List import
11027280,Inactive Investor,Kamel Bouraoui,Chief Technology Officer,Ethic Inc. New York NY 250 W Broadway,,,Salesforce
11102804,Inactive Investor,Stephen Marshall,Financial Advisor,Edward Jones Humble TX 5373 Atascocita Rd,,,Salesforce
9646990,,Stephen Kowitski,,,stephen.kowitski@lpl.com,,List import
10816481,Inactive Investor,Matthew Myland,Chief Investment Officer;Investment Advisor Representative;Managing Partner,Solomon API LLC,matthew.m@solomonapi.com,,Salesforce
10778519,Inactive Investor,Devin Darcangelo,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,devin.darcangelo@ubs.com,,Salesforce
11158715,Inactive Investor,James Stagg,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1504 Eureka Rd",james.stagg@wellsfargoadvisors.com,,Salesforce
10505,,Paul Colligan,,Southeast Texas Business Group LLC,picollig@gmail.com,8328914406,
10796353,Inactive Investor,Charles Day,Family Office Consultant;Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,charles.day@ubs.com,,Salesforce
11212688,Inactive Investor,Skyler Eubank,,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",skyler.eubank@raymondjames.com,,Salesforce
10912453,Inactive Investor,Kevin Peveto,,"Wells Fargo Advisors Financial Network, LLC Fort Worth TX 4200 S Hulen St",holly.burns@wfadvisors.com,,Salesforce
11113110,Inactive Investor,Bradley Bush,,"Cambridge Investment Research, Inc. Hermitage TN 256 Jackson Meadows Dr",bbush@cambridgesecure.com,,Salesforce
10962903,Inactive Investor,David Housand,,PFS Investments Inc. Springfield MO 1911 S National Ave,dhousand@primerica.com,,Salesforce
9614111,,jamie fry,,,jmcjf24@gmail.com,,List import
10828101,Inactive Investor,Mark McGowan,,Hilltop Securities Inc. Chicago IL 1 S Wacker Dr,mark.mcgowan@hilltopsecurities.com,,Salesforce
10762212,Inactive Investor,John Ryan,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",,,Salesforce
10758288,Inactive Investor,Anthony Juliano,Financial Advisor,&Partners Wilmington DE 3711 Kennett Pike,anthony.juliano@wellsfargoadvisors.com,,Salesforce
9555661,,Hang Jia,,,hbssjz_vip@163.com,,List import
11009836,Inactive Investor,Buck Jones,Financial Advisor;Sales Manager,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",buckjones@financialguide.com,,Salesforce
11080610,Inactive Investor,Veronica Cuevas,,Edward Jones Van Wert OH 10999 Van Wert Decatur Rd,cuevas@edwardjones.com,,Salesforce
10827033,Inactive Investor,Kenneth Kramer,Financial Advisor,Edward Jones Fort Collins CO 409 Mason Ct,kenny.kramer@edwardjones.com,,Salesforce
9610162,,Navaneeth Krishnan,,,navaneeth.satheesan@trv.envestnet.com,,List import
214190,,Mahmoud Elassir,,Self,melassir@gmail.com,2147897346,
11143568,Inactive Investor,Scott Blattner,Financial Advisor,Edward Jones Roanoke TX 320 S Oak St,scott.blattner@edwardjones.com,,Salesforce
10907389,Inactive Investor,Patrick Walsh,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 750 Main St",pat.walsh@ampf.com,,Salesforce
211301,,Jose Valdez,IRS E. A.,Valdez Enterprises Inc/JV Taxes,jvluna320@gmail.com,,Content
10863952,Inactive Investor,Linda Kargol,,PFS Investments Inc. Utica MI 11111 Hall Rd,linda.kargol@primerica.com,,Salesforce
11099014,Inactive Investor,Steven Aquino,President,Founders Financial Securities LLC Westminster MD 63 E Main St,,,Salesforce
11012641,Inactive Investor,Samantha Taddei,,Vanguard Marketing Corporation,samantha_taddei@vanguard.com,,Salesforce
11035853,Inactive Investor,Randal Defillippis,Financial Advisor,LPL Financial LLC Collegeville PA 160 Hopwood Rd,randal.defillippis@lpl.com,,Salesforce
10977201,Inactive Investor,Joseph Haddad,,"Farmers Financial Solutions, LLC Downey CA 8054 Telegraph Rd",jhaddad@farmersagent.com,,Salesforce
10950799,Inactive Investor,William Overton,Investment Advisor,"Advanced Financial Solutions, Inc.",william@afs-idaho.com,,Salesforce
10805612,Inactive Investor,Gretchen Carey,Associate Vice President;Financial Advisor,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,gretchen.carey@morganstanley.com,,Salesforce
11160863,Inactive Investor,Jim Van Hoose,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10924968,Inactive Investor,Ivey Webb,,PFS Investments Inc. McDonough GA 1500 Pennsylvania Ave,ivey.webb@primerica.com,,Salesforce
11172471,Inactive Investor,Victor Delucie,Retirement Specialist,"Western International Securities, Inc. Northridge CA 9301 Corbin Ave",vdelucie@wisdirect.com,,Salesforce
9587620,,Jeffrey Cathersal,,,jcathersal@kmsfinancial.com,,List import
7058355,,Clara C Tooley Clara C Tooley,,,kadab81296@proexbol.com,,Web Form Fillout
10956065,Inactive Investor,Chawn Payton,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",chawn.payton@nm.com,,Salesforce
10804413,Inactive Investor,Paul Allen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10827422,Inactive Investor,Ed Hoosh,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Flowery Branch GA 7360 Spout Springs Rd",ed.hoosh@wellsfargo.com,,Salesforce
11109326,Inactive Investor,Thomas Mancuso,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",tj.mancuso@nm.com,,Salesforce
10958726,Inactive Investor,Bobbie Kaiser,Chief Operating Officer,"Evexia Wealth, LLC",bkaiser@evexiawealth.com,,Salesforce
11136939,Inactive Investor,Jack Wilson,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10994469,Inactive Investor,Nancy Tanner,,"Centennial Securities Company, Inc.",nancy@centennialsec.com,,Salesforce
11071526,Inactive Investor,Hafsa Afrooz,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",hafsa.afrooz@tiaa.org,,Salesforce
10766605,Inactive Investor,Elmer Nakao,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
10958757,Inactive Investor,Kenneth Martin,,Cetera Investment Services LLC,,,Salesforce
10820596,Inactive Investor,James Vitalie,Executive Chairman,"Tactive Advisors, LLC",,,Salesforce
10917541,Inactive Investor,Zachary Spero,Financial Planning Specialist,"Ameriprise Financial Services, LLC Montclair NJ 8 Hillside Ave",zachary.spero@ampf.com,,Salesforce
10954773,Inactive Investor,Rose Duzick,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,rose.duzick@jpmorgan.com,,Salesforce
11135619,Inactive Investor,Julie Hoover,,PFS Investments Inc. Frederick MD 5300 Westview Dr,julie.hoover@primerica.com,,Salesforce
11166090,Inactive Investor,Kristen Mozaffari,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10938107,Inactive Investor,Timothy Nausin,Financial Advisor,LPL Financial LLC Seattle WA Private Residence,timothy.nausin@lpl.com,,Salesforce
11194638,Inactive Investor,Elizabeth Cioffi,Account Executive;Executive Director,Morgan Stanley New York NY 1585 Broadway,elizabeth.cioffi@morganstanley.com,,Salesforce
11183576,Inactive Investor,Karla Olson-Bellfi,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Ann Arbor MI 2950 S State St,kolson-bellfi@rwbaird.com,,Salesforce
11050351,Inactive Investor,Edward Rosenfeld,Principal,Foresight Advisors,,,Salesforce
10951254,Inactive Investor,Joseph Noto,,Citigroup Global Markets Inc.,,,Salesforce
11188117,Inactive Investor,Gary Nichols,Branch Manager,Morgan Stanley Kirkland WA 4000 Carillon Pt,gary.nichols@morganstanley.com,,Salesforce
11071996,Inactive Investor,Brian Leman,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,brian.leman@jpmorgan.com,,Salesforce
10953417,Inactive Investor,Chloe Benson,,GuideStone Financial Services,chloe.benson@guidestone.org,,Salesforce
10925969,Inactive Investor,Andrew White,Chief Compliance Officer;Managing Member,Brooklawn Capital Advisors,andrew@brooklawnip.com,,Salesforce
10802180,Inactive Investor,James Venetos,Financial Advisor;Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,james.s.venetos@jpmorgan.com,,Salesforce
10881578,Inactive Investor,Ryan Gleeson,Financial Advisor,Edward Jones Seattle WA 8528 Palatine Ave N,ryan.gleeson@edwardjones.com,,Salesforce
10947124,Inactive Investor,Isaac Monkiewicz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
7059997,,ghjgj hgjgfj,,,sovohih910@rolenot.com,,Web Form Fillout
10797483,Inactive Investor,David Thompson,Financial Advisor,"Ameriprise Financial Services, LLC Largo FL 10410 Seminole Blvd",dthompson@ampf.com,,Salesforce
10834990,Inactive Investor,Scott Sprague,,LPL Financial LLC Danville CA 156 Diablo Rd,scott.sprague@lpl.com,,Salesforce
11138869,Inactive Investor,Thomas Burch,,"Larson Financial Securities, LLC Fort Wayne IN 4105 W Jefferson Blvd",,,Salesforce
11148324,Inactive Investor,Liz Redinger,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,lredinger@ft.newyorklife.com,,Salesforce
9564848,,Åsa Sundqvist,,,asa.sundqvist@caprendum.se,,List import
9580316,,Bradley Rollins,,,brad.rollins@marinerwealthadvisors.com,,List import
11117685,Inactive Investor,Andrew Katz,Financial Advisor,"Prospera Financial Services, Inc. Lake Ariel PA 120 Maple Ave",andrew.katz@prosperafinancial.com,,Salesforce
11004803,Inactive Investor,Christopher Sarlo,Financial Advisor,LPL Financial LLC Frederick MD Private Residence,christopher.sarlo@lpl.com,,Salesforce
11064621,Inactive Investor,James Sleger,,"FBL Marketing Services, LLC Pierre SD 740 E Sioux Ave",james.sleger@fbfs.com,,Salesforce
10868961,Inactive Investor,Daryn Farmer,,State Farm VP Management Corp. Brookings OR 401 Hillside Ave,,,Salesforce
10951515,Inactive Investor,William Bass,,Park Avenue Securities LLC Atlanta GA 5040 Roswell Rd,,,Salesforce
10979153,Inactive Investor,Linda Arshem,Client Relationship Coordinator,Commonwealth Financial Network Brookfield WI 13500 W Capitol Dr,larshem@commonwealth.com,,Salesforce
333832,,Lisa Senatore,Financial Assistant,Manulife Investment Management Private Markets (us,lsenatore@jhancock.com,617-572-0693,Manual List Upload
9639327,,Roy Murai,,,rmurai@queens.org,,List import
10776306,Inactive Investor,Deborah Schultz,Business Development Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",debbie.schultz@morganstanley.com,,Salesforce
11073100,Inactive Investor,Veronica Quiroz Soriano,,J.P. Morgan Securities LLC Rancho Cucamonga CA 8730 19th St,veronica.j.quirozsoriano@jpmorgan.com,,Salesforce
11122488,Inactive Investor,Jack Rubenzer,,Goldman Sachs & Co.,,,Salesforce
10918758,Inactive Investor,Thomas Peterson,,LPL Financial LLC Rockford IL 423 Financial Ct,,,Salesforce
10837625,Inactive Investor,Zachary Wydra,,First Manhattan Securities LLC,zwydra@firstmanhattan.com,,Salesforce
10374710,,HOA LO VAN,,,hoasl1010@gmail.com,,Web Form Fillout
103203,,Jeffrey Zone,,J&S,jeffz92677@yahoo.com,,
346680,,Steve Zimmerman,Research Manager,Gries Financial Partners,steve@gries.com,216-861-1148,Manual List Upload
9586577,,Diana Butumbayeva,,,diblue0390@gmail.com,,List import
9544850,,Stephen Morrison,,,steve.morrison@transamerica.com,,List import
9558161,,Christopher Amon,,,christopher.amon@lfg.com,,List import
10907035,Inactive Investor,Farah Israel,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,farah.israel@safra.com,,Salesforce
10636891,,David Anderson,,,david.anderson@lpl.com,,Web Form Fillout
233697,, -,,[[Unknown]],criptored.trader@gmail.com,,Organic Search
9639120,,Edmilson Carvalho,,,edmilson.carvalho@previnorte.com.br,,List import
246424,,Jose Tovar,Director,CAPM Investments Asesora de Inversion SA,jtovar@capm.com.ve,5.82123E+11,Manual List Upload
9575104,,Christine Slusark,,,cslusark@stonehousemail.com,,List import
10798124,Inactive Investor,Donald Rasweiler,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Morristown NJ 67 E Park Pl",donald.rasweiler@benjaminfedwards.com,,Salesforce
9612608,,Adam Steffanus,,,asteffanus@advisoryresearch.com,,List import
11200914,Inactive Investor,Steven Blair,,Cetera Advisor Networks LLC Oklahoma City OK 4131 NW 122nd St,blairs@ceteranetworks.com,,Salesforce
47513,,Doug Ulrich,,United States,dulrich@fuse.net,,
10878855,Inactive Investor,Rodger Hanson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,rodger_hanson@vanguard.com,,Salesforce
11219706,,David Upole,,,david.upole@ceterafs.com,,Other
9551096,,Gene Zdenek,,,z@fyeye.com,,List import
11039964,Inactive Investor,Tracey Conniff,,LPL Financial LLC,tracey.conniff@lpl.com,,Salesforce
10810608,Inactive Investor,David Conover,Chief Financial Officer;Principal,"Select Equity Group, L.P.",dc@selectequity.com,,Salesforce
10846279,Inactive Investor,Stephen Kastrul,Investment Advisor Representative,Commonwealth Financial Network Denver CO 1760 N High St,skastrul@commonwealth.com,,Salesforce
10966556,Inactive Investor,Ted Gould,,J.P. Morgan Securities LLC Boston MA 160 Federal St,ted.gould@jpmorgan.com,,Salesforce
10880081,Inactive Investor,Adriel McCord,Private Client Relationship Manager;Relationship Manager - Private Client;Vice President,"First Horizon Advisors, Inc. Maryville TN 1820 W Broadway Ave",admccord@firsthorizon.com,,Salesforce
10936636,Inactive Investor,Gerson Lopez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Crowley TX 908 S Crowley Rd",gerson.lopez@ml.com,,Salesforce
238055,, -,,[[Unknown]],ross3773cayson@gmail.com,,
11155977,Inactive Investor,David Katz,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",david.katz@schwab.com,,Salesforce
10657087,,Melissa Theodosopoulos,,,melissa.k.theodosopoulos@chase.com,,List Import
9545151,,Terry Wengert,,,terry.wengert@transamerica.com,,List import
11229826,Inactive Investor,Ashley Hanhart,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",,,Salesforce
11047865,Inactive Investor,Pedro Cruz,,"Wells Fargo Clearing Services, LLC Hempstead NY 145 Fulton Ave",pedro.cruz@wellsfargo.com,,Salesforce
10840835,Inactive Investor,Zachary Erskine,Member;Partner;Senior Wealth Advisor,Seneca Financial Advisors LLC,zerskine@senecafinancialadvisors.com,,Salesforce
10889670,Inactive Investor,Francisco Tort,Investment Advisor Representative,PFG Advisors,,,Salesforce
10793331,Inactive Investor,Travis Holt,Financial Advisor,LPL Financial LLC Loyal WI 400 N Main St,travis.holt@lpl.com,,Salesforce
10817050,Inactive Investor,Mark Scheinbaum,,"Shearson Financial Services, LLC",mscheinbaum@lf-financial.com,,Salesforce
11181855,Inactive Investor,Chien Nguyen,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",chien.nguyen@wellsfargoadvisors.com,,Salesforce
11164842,Inactive Investor,Howard Wolfson,,"Gold Coast Securities, Inc. Cincinnati OH Private Residence",hwolfson@gcsec.com,,Salesforce
11189733,Inactive Investor,Michael Franzen,,"Allstate Financial Services, LLC Tucson AZ 9568 E Golf Links Rd",michaelfranzen@allstate.com,,Salesforce
11229153,Inactive Investor,Charles Thomas,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10960940,Inactive Investor,Steve Rocha,Financial Advisor,Edward Jones Universal City TX 433 Kitty Hawk Rd,steve.rocha@edwardjones.com,,Salesforce
11142224,Inactive Investor,Katrina Jensen,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,katrina.jensen@jpmorgan.com,,Salesforce
9635508,,Katherine Tercek,,,ktercek@palladiumequity.com,,List import
10781487,Inactive Investor,Robert Long,Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,bob.long@ubs.com,,Salesforce
11211005,Inactive Investor,Jason Hanuszczak,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,jason.hanuszczak@thrivent.com,,Salesforce
11065410,Inactive Investor,Matthew Arendt,,Commonwealth Financial Network Glastonbury CT 701 Hebron Ave,marendt@commonwealth.com,,Salesforce
11150052,Inactive Investor,Cindie Jones,Financial Advisor,LPL Financial LLC Lihue HI 4351 Kauila St,cindie.jones@lpl.com,,Salesforce
9634315,,james ebert,,,covevalue@gmail.com,,List import
244526,,Lindsey Tewell,Head of Sales,LOGICLY,lindsey.tewell@thinklogicly.com,8595331873,Manual List Upload
10763673,Inactive Investor,Michael Coursey,Manager;Managing Member;Senior Financial Advisor,"Clearview Wealth Advisors, LLC",,,Salesforce
7483501,,Mahadi Jani,,,janimahadi01@gmail.com,,Web Form Fillout
11178247,Inactive Investor,Ned Chatelain,,"Prospera Financial Services, Inc. Metairie LA 2121 Airline Dr",ned.chatelain@prosperafinancial.com,,Salesforce
11115767,Inactive Investor,Collin Nally,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,collin.nally@fidelity.com,,Salesforce
370766,,Don Pratt,,United States,donaldpratt55@gmail.com,,Salesforce
9640180,,Lomax Wong,,,lomax.wong@centawealth.com,,List import
11210839,Inactive Investor,Zachary Goodwin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",zachary.goodwin@ml.com,,Salesforce
9583306,,Washington Velasquez,,,wavelasq@gmail.com,,List import
10766340,Inactive Investor,Suzanne Sloan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,suzanne.schwester@ubs.com,,Salesforce
10767976,Inactive Investor,Paul Frederick,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",paul.frederick@wellsfargoadvisors.com,,Salesforce
10790412,Inactive Investor,James Adams,,"MML Investors Services, LLC Farmington CT 2 Forest Park Dr",,,Salesforce
10955295,Inactive Investor,Dillon Hooks,,Fidelity Brokerage Services LLC,,,Salesforce
9359559,,Susan Tappan,,,suzernjoe@gmail.com,,Web form fillout
11093483,Inactive Investor,Chris Leonhard,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Temecula CA 41923 2nd St",christopher.leonhard@ampf.com,,Salesforce
372869,,Jonathan Hedden,,[Unknown],jonathan.hedden@gmail.com,,source
10946443,Inactive Investor,Isaiah Clark,,Vanguard Marketing Corporation,isaiah_clark@vanguard.com,,Salesforce
10908552,Inactive Investor,David Nilsen,Financial Advisor,LPL Financial LLC San Luis Obispo CA 560 Higuera St,dave.nilsen@lpl.com,,Salesforce
11145637,Inactive Investor,Maurizio Cina,,Morgan Stanley New York NY 55 E 52nd St,maurizio.cina@morganstanley.com,,Salesforce
10780077,Inactive Investor,Michael Felton,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",michael.felton@ml.com,,Salesforce
11014250,Inactive Investor,Luis Vienrich,,"Allstate Financial Services, LLC Saint Augustine FL 559 W Twincourt Trl",luisvienrich@allstate.com,,Salesforce
10850209,Inactive Investor,Jeannette Simon,,PFS Investments Inc. Columbia MD 10400 Shaker Dr,jeannette.simon@primerica.com,,Salesforce
10811342,Inactive Investor,Joe Locke,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,joe.locke@morganstanley.com,,Salesforce
10852012,Inactive Investor,Melissa Brennan,Financial Planner,"Symphony Financial, Ltd. Co.",brennan@symphonyplanning.com,,Salesforce
11169440,Inactive Investor,Robert Larkin,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",robert_d_larkin@ml.com,,Salesforce
11235800,Inactive Investor,Stephen John,Wealth Advisor,Northsight Wealth Management Tempe AZ 4515 S Lakeshore Dr,,,Salesforce
11072980,Inactive Investor,Michael Williams,,"Pruco Securities, LLC. Petersburg VA 123 S Sycamore St",mike.williams@prudential.com,,Salesforce
10795089,Inactive Investor,Susan Yore,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Lake Forest IL 100 N Field Dr",susan.yore@stifel.com,,Salesforce
11194368,Inactive Investor,Charles Leblanc,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10890901,Inactive Investor,Ann-Marie Weasel,,LPL Financial LLC Findlay OH 1500 Bright Rd,ann-marie.r.weasel@lpl.com,,Salesforce
10966970,Inactive Investor,Zachary Banks,Financial Advisor,LPL Financial LLC Leominster MA 24 Monument Sq,zachary.banks@lpl.com,,Salesforce
1002632,Inactive Investor,Mark Schwartz,President & Chief Compliance Officer,ETA Advisor,mark@etaadvisor.com,847-441-4600,
10977594,Inactive Investor,Natasha Redmon,,J.P. Morgan Securities LLC Prosper TX 1161 N Preston Rd,,,Salesforce
10982349,Inactive Investor,Joseph Rochelle,,Vanguard Marketing Corporation,joseph_rochelle@vanguard.com,,Salesforce
10858833,Inactive Investor,Kenneth Varndell,Investment Advisor Representative,"Osaic Wealth, Inc. Carmel IN 57 Cricketknoll Ln",,,Salesforce
11133460,Inactive Investor,Edward Hostetler,Financial Advisor,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,peterson.hostetler@ubs.com,,Salesforce
11006414,Inactive Investor,Gregory Brown,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",,,Salesforce
11128119,Inactive Investor,Ariunaa Stover,,"Osaic Wealth, Inc.",,,Salesforce
11045994,Inactive Investor,Keshianna Mitchell,,PFS Investments Inc. Tinley Park IL 7851 185th St,mitchell.keshianna@primerica.com,,Salesforce
11083369,Inactive Investor,Lawrence Stater,,"Stifel, Nicolaus & Company, Incorporated Santa Rosa CA 3554 Round Barn Blvd",,,Salesforce
11154015,Inactive Investor,Jeffrey Spaldi,Financial Advisor,Edward Jones Wayne NJ 500 Valley Rd,jeffrey.spaldi@edwardjones.com,,Salesforce
11184200,Inactive Investor,Shirley Larry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",shirley.larry@ml.com,,Salesforce
11211724,Inactive Investor,Phillip Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Mason City IA 103 E State St",phil.johnson@ampf.com,,Salesforce
10400651,,Ed Brme,,,ur2loveall@gmail.com,,Web Form Fillout
10616151,,Joseph Sindelar,,,ssindelar@rothschildinv.com,,List Import
10787851,Inactive Investor,Joseph Kowalsky,,Sigma Financial Corporation Southfield MI 28250 Southfield Rd,,,Salesforce
144638,,James Vanderbeek,CCO,Keystone Wealth Advisors,jim@keystone-wealth.com,435-713-4220,Manual List Upload
10949104,Inactive Investor,Shannon Mcginnis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10793892,Inactive Investor,Joshua Loeffler,Financial Advisor,Edward Jones Saint Louis MO 111 W Port Plz,josh.loeffler@edwardjones.com,,Salesforce
10954118,Inactive Investor,Matthew Piele,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10801095,Inactive Investor,Matthew Newall,Financial Advisor;Financial Planning Specialist;Vice President - Wealth Management,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,matthew.newall@morganstanley.com,,Salesforce
11126011,Inactive Investor,Annie Wang,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,annie.wang@us.hsbc.com,,Salesforce
11074505,Inactive Investor,Delynn Alexander,Co-Founder;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",delynn.d.alexander@nm.com,,Salesforce
10970564,Inactive Investor,Nathaniel Hall,Managing Director,J.P. Morgan Securities LLC Dallas TX 6251 Greenville Ave,nathaniel.hall@jpmorgan.com,,Salesforce
11042807,Inactive Investor,Matthew Giggey,Chief Compliance Officer,Greenup Street Wealth Management LLC,,,Salesforce
10781011,Inactive Investor,Paula Daniels,,"U.S. Bancorp Investments, Inc.",paula.daniels@usbank.com,,Salesforce
10868947,Inactive Investor,Jason Dummert,,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",jason.dummert@equitable.com,,Salesforce
9549906,,Park Seung Yong,,,saebyuk2002@nate.com,,List import
11095230,Inactive Investor,Godwin Okolie,Chief Compliance Officer;Chief Investment Officer;Executive Director;Founder;Managing Member,"WinTrice Money Advisors, LLC",,,Salesforce
11055995,Inactive Investor,James Ballor,,"Charles Schwab & Co., Inc. Oak Brook IL 540 W 22nd St",jim.ballor@schwab.com,,Salesforce
230089,, -,,[[Unknown]],kansh@naver.com,,
10865783,Inactive Investor,Elizabeth Chaffee,,State Farm VP Management Corp. Glendale AZ 20325 N 51st Ave,,,Salesforce
10833087,Inactive Investor,Kari Knudsen,Financial Professional,LPL Financial LLC Marietta GA 732 Kennesaw Ave NW,kari.knudsen@lpl.com,,Salesforce
9640746,,Lasse Kalvo,,,lasse.kalvo@gmail.com,,List import
10980519,Inactive Investor,Keenan Rice,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",keenan.rice@prudential.com,,Salesforce
11078804,Inactive Investor,Bret Vineyard,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bret.vineyard@fmr.com,,Salesforce
117149,,Christopher Caputo,Senior Investment Advisor,"National Asset Management, Inc.",ccaputo@nationalsecurities.com,732-741-8959,
11180914,Inactive Investor,Nathan Szenay,,"Raymond James & Associates, Inc. White Lake MI Private Residence",nathan.szenay@raymondjames.com,,Salesforce
9623567,,pete holcomb,,,sheeshman@msn.com,,List import
200,,,,,han.solo@250ok.email,,
10786341,Inactive Investor,Karen Swanson,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,karen.swanson@fidelity.com,,Salesforce
10910026,Inactive Investor,Clark Shofner,Financial Advisor;Managing Member,"Retirement Financial Group, LLC",clark@retirementnational.com,,Salesforce
9570858,,Jay Bian,,,jay.bian@jasperasset.com,,List import
9558355,,Edna Hughes,,,ednarhughes@armyspy.com,,List import
11109569,Inactive Investor,Daniel Saalman,Financial Advisor,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",daniel.w.saalman@ampf.com,,Salesforce
11086694,Inactive Investor,William Schlofman,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Peoria AZ 16155 N 83rd Ave,bschofman@rwbaird.com,,Salesforce
10845917,Inactive Investor,Gregory Meister,Senior Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",gregory.meister@ml.com,,Salesforce
10922934,Inactive Investor,Marion McDowell,,"Detalus Advisors, LLC",mmcdowell@detalus.com,,Salesforce
10908389,Inactive Investor,Ximena Gomez,,"Raymond James & Associates, Inc. Miami FL 396 Alhambra Cir",ximena.gomez@raymondjames.com,,Salesforce
246179,,Not Provided,COO,Euler,brandon@euler.xyz,,Manual List Upload
10816702,Inactive Investor,Bianca Parades-Bielawski,,Morgan Stanley Oak Brook IL 2211 York Rd,bianca.parades@morganstanley.com,,Salesforce
10769708,Inactive Investor,Alex Garcia,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",alex.garcia@wellsfargo.com,,Salesforce
10797944,Inactive Investor,Michael Charland,Director;President;Regulatory Contact;Shareholder,"Wilkins Investment Counsel, Inc",mfc@wilkinsinvest.com,,Salesforce
11209915,Inactive Investor,Kristofer Sztein,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",,,Salesforce
9610159,,Rabecca Nuckols,,,tinyone@nctc.com,,List import
10795244,Inactive Investor,Gary Gamm,Managing Director,Redstone Advisors Inc,,,Salesforce
10769031,Inactive Investor,Johnny George,Retirement Planning Specialist,"Equitable Advisors, LLC New Orleans LA Private Residence",johnny.george@equitable.com,,Salesforce
11016739,Inactive Investor,Babar Tariq,,"Allstate Financial Services, LLC Garland TX 3927 Broadway Blvd",,,Salesforce
10619430,,Andrew Curry,,,andrew.curry@morganstanley.com,,List Import
219347,,Dj Raj,,[Unknown],curiousminds.023@gmail.com,,Direct
10886404,Inactive Investor,Amy Hochfelsen,,Cetera Advisor Networks LLC Farmingdale NY 500 BI County Blvd,hochfelsena@ceteranetworks.com,,Salesforce
9613940,,Gregg Wilcoxson,,,gwhatupu@gmail.com,,List import
11186426,Inactive Investor,Ashley Schexnaildre,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,ashley.schexnaildre@gs.com,,Salesforce
11050753,Inactive Investor,Michael Davanzo,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,michael.j.davanzo@jpmorgan.com,,Salesforce
9544607,,MELVIN BUFORD,,,melbuford37@gmail.com,,List import
10965285,Inactive Investor,Kaitlyn Quinn,,Goldman Sachs & Co.,,,Salesforce
10914061,Inactive Investor,Grace Choi,Chief Compliance Officer,Wills Financial Group,grace@willsfg.com,,Salesforce
9542554,,John Deal,,,jrd301@gmail.com,,List import
9546251,,Joel Korelitz,,,korelitz.joel@principal.com,,List import
10938335,Inactive Investor,Zoe Kusnierz,,Goldman Sachs & Co.,,,Salesforce
10757101,Inactive Investor,Chadwick Bolick,Executive Director,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
9604204,,DOUGLAS ELLENOFF,,,ellenoff@egsllp.com,,List import
113215,,David Kaplan,Managing Member & Chief Compliance Officer,Cottonwood Asset Management Llc,davidkaplan@cottonwoodasset.com,801-520-1353,Manual List Upload
11096438,Inactive Investor,Mary Fugelsang,Wealth Management Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,mary.fugelsang@morganstanley.com,,Salesforce
9540852,,Joe Galaxy Digital Trading Cayman LLC,,Galaxy Digital,joe.mcgrady@galaxydigital.io,,List import
159432,,Krypto King,,[Unknown],kryptoking@gmail.com,,Paid Social
9633964,,Tom Hersh,,,resonanceman@gmail.com,,List import
9591487,,Jeffrey Rogers,,,jeff@stewardshipadvisory.com,,List import
11188671,Inactive Investor,Michael Mareno,Office Manager,"Cadaret, Grant & Co., Inc. Schenectady NY 1581 Union St",mmareno@ae.cadaretgrant.com,,Salesforce
11174792,Inactive Investor,April Binkley,,"Steward Partners Investment Solutions, LLC Nashville TN 555 Marriott Dr",,,Salesforce
10593499,,Arwan Rahman,,,endazrempet@gmail.com,,Web Form Fillout
337972,,Johnny Vibe,"Director, Timberland Asset Advisory",Iwc Investment Partners A/s,jv@iwc.dk, -12368,Manual List Upload
10763272,Inactive Investor,Scott Rash,Complex Manager;Managing Director,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,scott.rash@morganstanley.com,,Salesforce
10781690,Inactive Investor,Jeff Mende,,J.P. Morgan Securities LLC Carpentersville IL 21 S Western Ave,jeff.x.mende@jpmorgan.com,,Salesforce
209534,,Cody Ng,,[Unknown],codyleeng@gmail.com,,Organic Search
249148,,Jos? Mar?a Pradas,Automation & SCADA Engineer,ENCO,chepra3@gmail.com,,Manual List Upload
10855150,Inactive Investor,Jimmy Tovar,Financial Advisor,Edward Jones Wesley Chapel FL 2653 Bruce B Downs Blvd,jimmy.tovar@edwardjones.com,,Salesforce
9617952,,Mark Geurts,,,mark@alloyglobal.com,,List import
342013,,Joseph Sanderson,Managing Director,"Domain Timber Advisors, Llc",jsanderson@domaintimberadvisors.com,770-628-0700,Manual List Upload
10842949,Inactive Investor,Paul Fousek,Founder;Managing Member;Principal,Horizon Wealth Management,,,Salesforce
11065730,Inactive Investor,Trisha Jeffries,Executive Director;Senior Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,trisha.jeffries@morganstanley.com,,Salesforce
10604255,,Nirdesh Patel,Director of Wealth Management,"Royal Alliance Associates, Inc.",njpatel@dynastyrfs.com,800-821-5100,List Import
10783460,Inactive Investor,Jesus Cabrera,Managing Director,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jc.cabrera@jpmorgan.com,,Salesforce
10945313,Inactive Investor,James Mcintosh,,J.P. Morgan Securities LLC Auburn WA 6950 Lakeland Hills Way SE,,,Salesforce
10696408,,Chuck Kiraly,,Oak Associates Funds,ckiraly@oakassociates.com,,List Import
10805143,Inactive Investor,David Walker,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,david.walker@ubs.com,,Salesforce
9553870,,Andrew White,,,blanco021991@gmail.com,,List import
11161784,Inactive Investor,Jordan Gerlach,Client Service Associate,Morgan Stanley Salt Lake City UT 60 E South Temple,,,Salesforce
9585839,,Ryan Price,,,ryan.price@ampf.com,,List import
10984995,Inactive Investor,Misty Rains,,PFS Investments Inc. Brighton CO 29 N Main St,mrains@primerica.com,,Salesforce
9646347,,Johnson Huang,,,jhua3146@gmail.com,,List import
11042882,Inactive Investor,Kirsten Finnegan,Client Service Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",kirsten.finnegan@ml.com,,Salesforce
11151088,Inactive Investor,Brady Nolan,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Dublin OH 6500 Emerald Pkwy",brady.nolan@tiaa.org,,Salesforce
11073384,Inactive Investor,James Holloway,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",jay.holloway@wellsfargoadvisors.com,,Salesforce
9626582,,Curtis Sipes,,,movingonak@gmail.com,,List import
11008063,Inactive Investor,Sebastian Bermeo,,LPL Financial LLC Danbury CT 44 Old Ridgebury Rd,sebastian.bermeo@lpl.com,,Salesforce
230835,, -,,[[Unknown]],vavrik64@gmail.com,,
9618642,,Robert Timmerberg,,,robert.timmerberg@gmail.com,,List import
10848076,Inactive Investor,Mary Mastick,Financial Advisor,LPL Financial LLC Sioux Falls SD 5032 S Bur Oak Pl,mary.mastick@lpl.com,,Salesforce
11113565,Inactive Investor,Daniel Rebmann,,Momentum Independent Network Inc. San Antonio TX 40 NE Loop 410,,,Salesforce
11150069,Inactive Investor,Cynthia Luna,Financial Advisor,Edward Jones Red Oak TX 307 E Ovilla Rd,cynthia.luna@edwardjones.com,,Salesforce
11120707,Inactive Investor,Douglas Amick,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Lafayette IN 201 Main St",douglas.amick@raymondjames.com,,Salesforce
10900152,Inactive Investor,Maria Loaisiga,,PFS Investments Inc. Riverside CA 5041 La Mart Dr,maria.loaisiga@primerica.com,,Salesforce
172675,,John Dilworth,,[Unknown],jgdil@yahoo.com,,
11022234,Inactive Investor,Deana Hale,Financial Advisor,Edward Jones Redmond WA 17887 Redmond Way,deana.hale@edwardjones.com,,Salesforce
10615413,,Carole Epstein,"Financial Advisor, Senior Vice President",,carole.r.epstein@morganstanley.com,,List Import
10636206,,Perrine Bulgheroni,,,perrinehg@gmail.com,,Web Form Fillout
10489945,,Nichole Smith,"Planning Consultant, Senior Relationship Manager",Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,nichole.smith@fmr.com,,List Import
9615956,,Philipp Kallerhoff,,,philipp@protosmanagement.com,,List import
10899530,Inactive Investor,Charles Sutton,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10972859,Inactive Investor,Anthony Striker,Senior Associate Advisor,"Wheelhouse Advisory Group, LLC",anthony@wheelhouseretirement.com,,Salesforce
11044899,Inactive Investor,Gurmeet Gulati,Regional Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Livermore CA 1748 Railroad Ave",,,Salesforce
11046562,Inactive Investor,John Eberle,,"FourStar Wealth Advisors, LLC",jeberle@fourstarwealth.com,,Salesforce
10976798,Inactive Investor,Caroline Wetzel,Private Wealth Advisor;Vice President,"Procyon Advisors, LLC",cwetzel@procyonpartners.net,,Salesforce
10915228,Inactive Investor,Carlos Celaya,Founder;President,Celaya Wealth Management,carlos@celayawealth.com,,Salesforce
9558563,,Joseph Wells,,,joseph.wells@voyafa.com,,List import
11169951,Inactive Investor,John Lally,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,jjoseph.lally@jpmorgan.com,,Salesforce
11192632,Inactive Investor,Mark Lange,,Wealthcare Advisory Partners LLC Tuxedo Park NY 549 Rte 17,,,Salesforce
11134546,Inactive Investor,Kathleen Bindas,,"Fifth Third Securities, Inc. Columbus OH 1819 W Lane Ave",kathy.bindas@53.com,,Salesforce
9542568,,Javier Monsalve,,,j4vierm@gmail.com,,List import
10962579,Inactive Investor,Reagan DeKeyzer,Senior Client Service Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,reagan.dekeyzer@jpmorgan.com,,Salesforce
11127128,Inactive Investor,David Douglass,,"Cambridge Investment Research, Inc. Pontiac IL 305A W Washington St",,,Salesforce
11293143,,Louise Cuthbert,,,koruenterprises17@gmail.com,,Web Form Fillout
10855798,Inactive Investor,Kent Sward,,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",kent.sward@ampf.com,,Salesforce
11098136,Inactive Investor,Paul Storm,,"Cambridge Investment Research, Inc. Uniontown OH 3700 Massillon Rd",,,Salesforce
9570136,,Steven Gart,,,sgart@johnlockecap.com,,List import
11069811,Inactive Investor,Rose Claudia,Financial Advisor,Commonwealth Financial Network Vestal NY Private Residence,,,Salesforce
11143015,Inactive Investor,Lori Hoes,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11031453,Inactive Investor,Grant Brown,,Fidelity Brokerage Services LLC Los Angeles CA 2000 Avenue of the Stars,grant.brown@fmr.com,,Salesforce
10900004,Inactive Investor,Rigaulbert Robert,,Santander Securities LLC Staten Island NY 1837 Victory Blvd,,,Salesforce
11063423,Inactive Investor,Melvin Kornegay,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",melvin.kornegay@ampf.com,,Salesforce
11193827,Inactive Investor,Derek Li,,Goldman Sachs & Co.,derek.li@gs.com,,Salesforce
10912488,Inactive Investor,Ryan Flynn,Regional Wealth Consultant;Vice President,LPL Financial LLC,,,Salesforce
10945299,Inactive Investor,Courtney Koch,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Lake Oswego OR 333 S State St",courtney.riler@usbank.com,,Salesforce
10801100,Inactive Investor,Brett Sanner,,"Raymond James Financial Services, Inc. Upland CA 1125 E 16th St",,,Salesforce
11147521,Inactive Investor,Scott Clark,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Bangor ME 23 Water St",scott.clark@wellsfargoadvisors.com,,Salesforce
10925639,Inactive Investor,Scott Swartz,,"Charles Schwab & Co., Inc. Spring TX 1599 Lake Robbins Dr",,,Salesforce
9554303,,Tyree Porter,,,www.tyree600@gmail.com,,List import
11017031,Inactive Investor,Evan O'Donnell,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
11099300,Inactive Investor,Sheldon Jones,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11023697,Inactive Investor,Victor Garrido Pollan,,"Osaic FA, Inc. Marlton NJ 1 Eves Dr",victor.garrido@lfg.com,,Salesforce
9609940,,Jason Trudeau,,,jdtrudeau538@live.com,,List import
11021483,Inactive Investor,Jesus Cantu,,J.P. Morgan Securities LLC Kyle TX 5401 FM 1626,jesus.cantu@jpmorgan.com,,Salesforce
11144689,Inactive Investor,Christian Patterson,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",christian.patterson@truist.com,,Salesforce
11018001,Inactive Investor,Joy Mcmerty,,LPL Financial LLC Madison WI 25 W Main St,joy.mcmerty@lpl.com,,Salesforce
10785560,Inactive Investor,Michael Grinnell,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",mike_grinnell@ml.com,,Salesforce
10962941,Inactive Investor,Ethan Schelin,,Emerson Equity LLC Huntington Beach CA 300 Pacific Coast Hwy,eschelin@emersonequity.com,,Salesforce
9548959,,Paul Soraci,,,psoraci@royalaa.com,,List import
11126498,Inactive Investor,Thomas Healy,,Retirement Planners of America,,,Salesforce
10995385,Inactive Investor,Crystal Joski,,J.P. Morgan Securities LLC Green Bay WI 911 Packerland Dr,crystal.joski@jpmorgan.com,,Salesforce
9619530,,leigh travers,,,leigh@digitalx.com,,List import
10988614,Inactive Investor,Brandon Kupfer,Private Client Advisor,J.P. Morgan Securities LLC Los Angeles CA 11975 Santa Monica Blvd,brandon.kupfer@jpmorgan.com,,Salesforce
10851878,Inactive Investor,Susan Jones,,Cetera Financial Specialists LLC Columbus OH 4679 Winterset Dr,susan.jones@ceterafs.com,,Salesforce
10648293,,Dustin Dinges,,,dustin.dinges@panoramicia.com,,List Import
11203473,Inactive Investor,Joseph Fritts,Financial Advisor,Thrivent Investment Management Inc. Columbus IN 624 3rd St,joe.fritts@thrivent.com,,Salesforce
10884916,Inactive Investor,Helen Rimensnyder,Investment Advisor Representative;Vice President,Asset Management Financial Services Inc.,hrimensnyder@coremanagement.net,,Salesforce
5471560,,Pedro Gonçalves,,,usoconstante@gmail.com,,Web Form Fillout
10860749,Inactive Investor,Scott Garber,Financial Advisor,"Osaic Wealth, Inc. Tempe AZ 960 W Elliot Rd",,,Salesforce
11006930,Inactive Investor,Robert Samara,,LPL Financial LLC Morristown NJ 55 Madison Ave,robert.samara@lpl.com,,Salesforce
203638,,Jay Randall,Financial Advisor,"Principal Securities, Inc.",randall.jay@principal.com,614-792-8085,
11120290,Inactive Investor,Edward Cotton,Financial Professional,"Equitable Advisors, LLC Nashua NH 20 Trafalgar Sq",edward.cotton@equitable.com,,Salesforce
11067905,Inactive Investor,Kristopher Bonocore,Managing Partner;President;Regulatory Contact,Gladstone Wealth Partners Boca Raton FL 2500 N Military Trl,kristopher.bonocore@gladstonewealth.com,,Salesforce
218648,,Rachel Vines,,[Unknown],service@newdayinvestmentgroup.com,,Direct
9610957,,JOHN MINIO,,,jomm511@aol.com,,List import
10953553,Inactive Investor,Colson Skur,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,colson.skur@fidelity.com,,Salesforce
10962284,Inactive Investor,Lauren Misiaszek,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11209824,Inactive Investor,Mona Wu,,J.P. Morgan Securities LLC Long Island City NY 1051 Jackson Ave,mona.wu@chase.com,,Salesforce
11053254,Inactive Investor,Mary Portalatin,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10756744,Inactive Investor,Thomas Clark,Wealth Strategy Associate,UBS Financial Services Inc. McLean VA 1800 Tysons Blvd,thomas-za.clark@ubs.com,,Salesforce
10422039,,JONGSEONG RYU,,,bell7090@naver.com,,Web form fillout
10784651,Inactive Investor,Michelle Chen,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",michelle_chen@ml.com,,Salesforce
9640436,,Jerry Katz,,,jkatz@bilkeykatz.com,,List import
10961383,Inactive Investor,Mary Ann Hall,Financial Advisor Trainee,"Stifel, Nicolaus & Company, Incorporated Montgomery AL 2660 Eastchase Ln",,,Salesforce
10980566,Inactive Investor,Stephen Hulsey,Financial Advisor,LPL Financial LLC Watkinsville GA 35 N Main St,stephen.hulsey@lpl.com,,Salesforce
10837572,Inactive Investor,Wade Slome,Founder;Managing Member;President,"Sidoxia Capital Management, LLC",wslome@sidoxia.com,,Salesforce
343996,,Andrea Kemble,"Chief Financial Officer, finop",Brokers Financial,akemble@brokersifs.com,877-886-1939,Manual List Upload
11230889,Inactive Investor,Monique Jaglowski,Financial Advisor,LPL Financial LLC Milwaukee WI 7635 W Bluemound Rd,monique.jaglowski@lpl.com,,Salesforce
9591490,,Chad Justice,,,clientservice@collaborativewealth.com,,List import
11016999,Inactive Investor,Austin Williams,,"Northwestern Mutual Investment Services, LLC",austinwilliams@northwesternmutual.com,,Salesforce
10390,,Nate Houk,,Flow Traders,nate.houk@gmail.com,2067555130,
10775718,Inactive Investor,Christian Tresse,,"Sanford C. Bernstein & Co., LLC San Diego CA 4365 Executive Dr",,,Salesforce
10760887,Inactive Investor,John Coffey,,Cetera Financial Specialists LLC North Aurora IL 1105 Ritter St,john.coffey@ceterafs.com,,Salesforce
10964273,Inactive Investor,Tyler Katz,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tyler.katz@tiaa.org,,Salesforce
10766700,Inactive Investor,James Coker,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",james.e.coker@ml.com,,Salesforce
9627889,,Agustin Gonzalez,,,881agusgonzalez@gmail.com,,List import
11211764,Inactive Investor,Joshua Miller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Campbell CA 591 W Hamilton Ave",,,Salesforce
9624994,,Rajan Pillai,,,rpillai@indussunrise.com,,List import
9638949,,Jonathan Blenner,,,jblenner@icgadvisors.com,,List import
10761372,Inactive Investor,Joshua Hollander,Investment Associate,UBS Financial Services Inc. Portland OR 805 SW Broadway,joshua.hollander@ubs.com,,Salesforce
9548171,,Steven Okeefe,,,steven.okeefe@voya.com,,List import
10817439,Inactive Investor,Curtis Davis,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",curt.davis@prudential.com,,Salesforce
9622659,,Stephen Shawhan,,,ssshawhan@suddenlink.net,,List import
11236868,Inactive Investor,Jack McRoskey,Associate Advisor;Investment Advisor,"Jackson Square Capital, LLC",jack@jacksonsquarecap.com,,Salesforce
10879755,Inactive Investor,Joe Pinzone,Financial Advisor,Edward Jones Columbus OH 4041 N High St,joe.pinzone2@edwardjones.com,,Salesforce
346031,,Raymond Zorovich,"Chief Compliance Officer, General Counsel",20 Gates Management Llc,rzorovich@20gates.com,212-295-3790,Manual List Upload
10807494,Inactive Investor,Joseph Mccusker,Chief Compliance Officer;Investment Advisor;Managing Member,"Celtic Consulting Services, Inc.",joe.mccusker@celticconsultingservices.com,,Salesforce
193738,,Amy Gimenez,,[Unknown],gimenez@earthlink.net,,Direct
10982588,Inactive Investor,James Srouji,,Robert W. Baird & Co. Incorporated Lansing MI 124 W Allegan St,jsrouji@rwbaird.com,,Salesforce
10811391,Inactive Investor,Scott Wight,,Cetera Advisor Networks LLC Haddon Heights NJ 213 White Horse Pike,wights@financialnetwork.com,,Salesforce
10798994,Inactive Investor,James Waler,Chief Technology Officer;Executive Vice President,"Boyd Watterson Asset Management, LLC",jwaler@boydwatterson.com,,Salesforce
10774778,Inactive Investor,Robert Thomaier,,"The Investment Center, Inc. Woodbridge NJ 57 Green St",bthomaier@investmentctr.com,,Salesforce
9636348,,Paul Hofland,,,paul.hofland@moneymatters.net,,List import
10840543,Inactive Investor,Bryan Gravel,Private Wealth Advisor,"Flagship Harbor Advisors, LLC Cumberland RI 154 Shirley Dr",bryan.gravel@flagshipharbor.com,,Salesforce
10811925,Inactive Investor,Eric Otto,Financial Advisor,Commonwealth Financial Network Oak Brook IL 903 Commerce Dr,eotto@cofgroup.com,,Salesforce
9590127,,Xuan Nguyen,,,xuannguyen2808@gmail.com,,List import
10842319,Inactive Investor,James Kreid,,"Silver Oak Securities, Incorporated Peoria IL 6035 N Knoxville Ave",,,Salesforce
10888912,Inactive Investor,Jaimina Patel,,Key Investment Services LLC Buffalo NY 804 Hopkins Rd,jaimina_patel@keybank.com,,Salesforce
11014939,Inactive Investor,Joseph Benson,Representative,PFS Investments Inc. Norwell MA 40 Accord Park Dr,joseph.benson@primerica.com,,Salesforce
11139497,Inactive Investor,Vita Barrio,,"Raymond James Financial Services, Inc. Houston TX 13810 Champion Forest Dr",vita.barrio@raymondjames.com,,Salesforce
10971914,Inactive Investor,Dimitri Tcherkassov,Financial Consultant,"First Citizens Investor Services, Inc. Asheville NC 108 Patton Ave",dimitri.tcherkassov@firstcitizens.com,,Salesforce
10927794,Inactive Investor,Lisa Preston,,"Nations Financial Group, Inc. Scottsdale AZ 6991 E Camelback Rd",lpreston@nationsfg.com,,Salesforce
1913874,,Mohsin Raza,,,mrsdexmpale@gmail.com,,Web Form Fillout
10997418,Inactive Investor,Ryan Draper,,"Ameritas Investment Company, LLC",rdraper@ameritas.com,,Salesforce
11202990,Inactive Investor,India Gibbs,,"Wells Fargo Clearing Services, LLC Atlanta GA 3351 Riverwood Pkwy SE",,,Salesforce
10822967,Inactive Investor,Kevin Donohue,,Commonwealth Financial Network West Chester PA 228 W Gay St,kdonohue@commonwealth.com,,Salesforce
10615788,,Lucas D'Arcy,,,lucas.j.darcy@chase.com,,List Import
9602813,,Roohollah Babaei,,,rbm2020@gmail.com,,List import
10977125,Inactive Investor,Jeremiah Burns,Relationship Manager - Private Banking;Vice President,"First Horizon Advisors, Inc. Birmingham AL 2340 Woodcrest Pl",jeremiah.burns@firsthorizon.com,,Salesforce
10618535,,James Talbot,,,james.g.talbot@ubs.com,,List Import
10963291,Inactive Investor,Mainak Das,,CIBC World Markets Corp.,,,Salesforce
9646385,,Kwan Park,,,wow.kpark@gmail.com,,List import
10993076,Inactive Investor,Jane Mapp,,"VALIC Financial Advisors, Inc. Ridgeland MS 113 W Jackson St",,,Salesforce
9549561,,Beau Bassett,,,beau@puravidafunds.com,,List import
10662215,,Samantha Dubuque,,,sdubuque@vestorcapital.com,,List Import
11188577,Inactive Investor,Song Yi,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sam.yi@schwab.com,,Salesforce
10657181,,Kristin Chong,,,kgchong@ft.newyorklife.com,,List Import
11088168,Inactive Investor,Stephen Glowacka,Senior Financial Planner;Wealth Advisor,Facet Gilbert AZ Private Residence,,,Salesforce
10766604,Inactive Investor,Randy Latourelle,,Feltl & Company,rllatourelle@feltl.com,,Salesforce
11054416,Inactive Investor,Michael Paregian,Senior Wealth Planning Strategist,"Bryn Mawr Capital Management, LLC Wilmington DE 300 Bellevue Pkwy",,,Salesforce
109805,,James Roper,,None,rich8014@hotmail.com,12058106471,Organic Search
10661683,,Keri Gillen,,,kkelly@cresseyco.com,,List Import
11106151,Inactive Investor,David Tillson,Co-Chief Investment Officer;Manager;Partner;Portfolio Manager,Eagle Ridge Investment Management LLC Westport CT 274 Riverside Ave,d.tillson@eagleridgeinvestment.com,,Salesforce
11124584,Inactive Investor,Jeffrey Black,,"Cambridge Investment Research, Inc. Pikesville MD 4 Reservoir Cir",,,Salesforce
10790810,Inactive Investor,Darrell Pennington,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",darrell.r.pennington@ampf.com,,Salesforce
10969109,Inactive Investor,Sahar Snyder,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,sahar.snyder@fmr.com,,Salesforce
11040864,Inactive Investor,Janet Silotti,,State Farm VP Management Corp. Clearfield UT 465 S State St,,,Salesforce
10806563,Inactive Investor,Edward Holt,Financial Advisor;Regional Leader,Edward Jones Saint Louis MO 12300 Old Tesson Rd,ed.holt@edwardjones.com,,Salesforce
11262393,Inactive Investor,Andrew Boyd,Portfolio Manager,"Gibraltar Capital Management, Inc. Tulsa OK 9125 S Toledo Ave",aboyd@gcmwealth.com,,Salesforce
337706,,James Schoenmaker,Stockholder,Slavic Mutual Funds Management Corp.,jims@slavic401k.com,561-241-9244,Manual List Upload
10858005,Inactive Investor,Brenda States,,"Allstate Financial Services, LLC Brunswick OH 4098 Center Rd",brendastates@allstate.com,,Salesforce
10898794,Inactive Investor,Eric Luallen,Financial Advisor,Park Avenue Securities LLC Tallahassee FL 1700 Summit Lake Dr,eric_luallen@glic.com,,Salesforce
10925112,Inactive Investor,James Hoar,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11006687,Inactive Investor,Ronnise Handy,,PFS Investments Inc. Cincinnati OH 4030 Smith Rd,rhandy@primerica.com,,Salesforce
10780139,Inactive Investor,Nadia Singh,Senior Client Associate,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",nadia.singh@wellsfargoadvisors.com,,Salesforce
9543594,,laila dairi,,,laila.dairi1@gmail.com,,List import
9585752,,Blake Parisi,,,blakeparisi@parisicapital.com,,List import
11051269,Inactive Investor,Michael D'Agostino,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,michael.dagostino@morganstanley.com,,Salesforce
11084625,Inactive Investor,Cody Hamrick,,"VALIC Financial Advisors, Inc.",cody.hamrick@valic.com,,Salesforce
10964755,Inactive Investor,Keenan Estese,,MWA Financial Services Inc. Kokomo IN Private Residence,keenan.a.estese@mwarep.org,,Salesforce
11188197,Inactive Investor,Etiel Reyes,,"Farmers Financial Solutions, LLC Weslaco TX 1905 Hollow Rd",ereyes3@farmersagent.com,,Salesforce
11061241,Inactive Investor,Brian Moles,,"OneAmerica Securities, Inc. Kingsport TN 1567 N Eastman Rd",,,Salesforce
10959527,Inactive Investor,Neel Peswani,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9583817,,Bridget Doane,,,bridget.doane@suntrust.com,,List import
10935583,Inactive Investor,Michael Mobilio,,Thrivent Investment Management Inc.,,,Salesforce
10921465,Inactive Investor,Daniel Hebenstreit,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
11130961,Inactive Investor,Melissa Sousa,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10986506,Inactive Investor,Kirkland Sexton,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10893297,Inactive Investor,Justin Olewnik,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",justin.olewnik@valic.com,,Salesforce
9644445,,ningjun peng,,,1154061968@qq.com,,List import
124,,,,,b-659-1002776@seed.250ok.net,,
11205702,Inactive Investor,Kevin Wadle,Investment Advisor Representative,"Osaic Wealth, Inc. Knoxville IA 117 S 4th St",,,Salesforce
11126902,Inactive Investor,Barton Leader,,"Allstate Financial Services, LLC Yorktown VA 5225 George Washington Mem Hwy",bartleader@allstate.com,,Salesforce
10843491,Inactive Investor,Kevin Brooks,,Stonex Securities Inc. Baton Rouge LA 7904 Wrenwood Blvd,kevin.brooks@saswealth.com,,Salesforce
11145086,Inactive Investor,Shawn Purdy,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Morrisville PA 777 Township Line Rd,shawn.purdy@morganstanley.com,,Salesforce
10770790,Inactive Investor,Crystal Totten,Chief Compliance Officer;Chief Operations Officer,"Cahill Financial Advisors, Inc.",crystal@cahillfa.com,,Salesforce
11002960,Inactive Investor,Jonathan Propst,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_propst@vanguard.com,,Salesforce
10826332,Inactive Investor,Shawn Hamada,,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",,,Salesforce
11020151,Inactive Investor,Irma Villegas,,J.P. Morgan Securities LLC Shorewood IL 906 W Jefferson St,irma.villegas@jpmorgan.com,,Salesforce
11182451,Inactive Investor,Andrew Szugyi,,Victory Financial,andrew@victoryfinancialgroup.com,,Salesforce
9636929,,Jay Riggs,,,jay@riggscapmgt.com,,List import
9587460,,Arda Ucuncu,,,ardaucuncu@hotmail.com,,List import
10897042,Inactive Investor,James Smith,Financial Advisor,Edward Jones Liberty MO 951 W Liberty Dr,jim.d.smith@edwardjones.com,,Salesforce
10858977,Inactive Investor,Nicholas Boyer,Chief Investment Strategist;Executive Vice President;Partner,RKL Private Wealth,nboyer@rklwealth.com,,Salesforce
10918926,Inactive Investor,James Finucane,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,jim.finucane.bucc@statefarm.com,,Salesforce
10895647,Inactive Investor,Reynold Cicalese,,"Avantax Investment Services, Inc. Cherry Hill NJ 900 Kings Hwy N",,,Salesforce
10954838,Inactive Investor,Camden Clark,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9582315,,Michael Von Berg,,,michael.vonberg@suntrust.com,,List import
10782467,Inactive Investor,Brian Dube,Associate Director;Financial Wealth Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,brian.dube@opco.com,,Salesforce
11030539,Inactive Investor,Cole Lambrigger,,J.P. Morgan Securities LLC Chandler AZ 1080 W Chandler Blvd,,,Salesforce
10487698,,Jordan Meyer,Member,"SHD Management, LLC",cmeyer@shdpartners.com,,List Import
11099149,Inactive Investor,David Adams,Financial Advisor,Morgan Stanley South Jordan UT 680 W 10000 S,david.g.adams@morganstanley.com,,Salesforce
10916019,Inactive Investor,Christina Reid,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,christina.reid@ceteraadvisors.com,,Salesforce
344893,,Sasha Hassell,Wealth Advisor,Hassell Wealth Management,sasha@hassellwealth.com,985-868-9881,Manual List Upload
9554802,,Maggie Kulyk,,,maggiekulyk@chicorywealth.com,,List import
161266,,Paulius G,,[Unknown],paulius.gencas@gmail.com,,Direct
11229009,Inactive Investor,Christopher Kubitz,,Edward Jones Saint Paul MN 4660 Slater Rd,,,Salesforce
10911386,Inactive Investor,Scott Greening,Wealth Advisor,Thrivent Investment Management Inc. Antigo WI 815 Superior St,scott.greening@thrivent.com,,Salesforce
9556366,,Juzar Motiwalla,,,juzar@anquancapital.com,,List import
11079963,Inactive Investor,Lloyd McClelland,,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,,,Salesforce
11015461,Inactive Investor,Samuel Rubin,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",samuel.rubin@nm.com,,Salesforce
11051341,Inactive Investor,Jeffrey Berg,Financial Professional;Financial Services Representative,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",jeffreyberg2@financialguide.com,,Salesforce
11028287,Inactive Investor,Charles Mehr,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",charles.mehr@prudential.com,,Salesforce
193239,,Rishabh Agrawal,,[Unknown],sinhal.ujn@gmail.com,,
10786104,Inactive Investor,Seth Gray,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Woodland Hills CA 6250 Topanga Canyon Blvd",seth.gray@schwab.com,,Salesforce
11192709,Inactive Investor,Scott Selman,,J.P. Morgan Securities LLC Niles IL 9300 N Milwaukee Ave,scott.selman@chase.com,,Salesforce
11106560,Inactive Investor,Shannon Gorham,,"Raymond James Financial Services, Inc. Lancaster PA 202 Willow Valley Sq",shannon.gorham@raymondjames.com,,Salesforce
10761167,Inactive Investor,Kevin Gaines,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,kevin.gaines@edwardjones.com,,Salesforce
10888278,Inactive Investor,Leandro Silva,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",,,Salesforce
10784559,Inactive Investor,Paul Burns,,"Osaic Wealth, Inc. Phoenix AZ 426 N 44th St",,,Salesforce
11101637,Inactive Investor,Joshua Rushing,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
10894378,Inactive Investor,Karin Veatch,Senior Wealth Strategy Associate,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,karin.veatch@ubs.com,,Salesforce
11029616,Inactive Investor,Jason Gurney,,"First Command Brokerage Services, Inc. Manhattan KS 1121 Hudson Ave",jgurney1@firstcommand.com,,Salesforce
238116,, -,,[[Unknown]],pjj911jj@gmail.com,,
11075419,Inactive Investor,Ignacio Sunderland Portilla,,"Alterna Securities, Inc.",,,Salesforce
10363274,,Nasir khanz Khanz,,,khanznasir74@gmail.com,,Web Form Fillout
10831026,Inactive Investor,Gary Sievewright,Complex Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Waukesha WI 20800 Swenson Dr",gary.sievewright@raymondjames.com,,Salesforce
11034951,Inactive Investor,John Hekimian,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,john.hekimian@fidelity.com,,Salesforce
9721,,Derek Seol,,None,p.r.e.a.m.i.x@hotmail.com,60163971688,Organic Search
10984788,Inactive Investor,Christopher Campbell,Chief Compliance Officer;Chief Executive Officer;Founder;President,CJC Wealth Management,,,Salesforce
11122343,Inactive Investor,Michael Carano,Financial Advisor,LPL Financial LLC Cranston RI 14 Hayward St,michael.carano@lpl.com,,Salesforce
10805003,Inactive Investor,Christopher Miller,Financial Advisor,Edward Jones Anchorage AK 5701 Lake Otis Pkwy,chris.miller@edwardjones.com,,Salesforce
11039720,Inactive Investor,Juseph Moulton,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,juseph.moulton@primerica.com,,Salesforce
11061217,Inactive Investor,Robert Maloof,Financial Advisor,Edward Jones Grand Rapids MI 5020 E Beltline Ave NE,bob.maloof@edwardjones.com,,Salesforce
9542122,,Shane Jacobson,,,shanejacobson38@gmail.com,,List import
2748102,,Johan Escalona,,,johanescalona051@gmail.com,,
11049142,Inactive Investor,Kenneth Crockett,,"Pruco Securities, LLC. Newark NJ 213 Washington St",kenneth.crockett@prudential.com,,Salesforce
10836635,Inactive Investor,Joseph Salpietro,President;Principal;Treasurer,"XPYRIA Investment Advisors, Inc.",salpietro@xpyriainvest.com,,Salesforce
10921010,Inactive Investor,Colin Simpson,Registered Client Service Associate,"Ameriprise Financial Services, LLC Roseville CA 1420 Rocky Ridge Dr",colin.simpson@ampf.com,,Salesforce
10815248,Inactive Investor,Walter Rapka,,"World Investments, Inc. Belmar NJ 1704 Maxwell Dr",,,Salesforce
10835198,Inactive Investor,Mark Mccarron,Managing Director;Managing Member;Partner,"Arrowroot Family Office, LLC Charlottesville VA 2 Boars Head Ln",mark@arrowrootfamilyoffice.com,,Salesforce
11031823,Inactive Investor,Craig Lehmann,Financial Advisor,Edward Jones Woodridge IL 7501 Lemont Rd,craig.lehmann@edwardjones.com,,Salesforce
10926336,Inactive Investor,Eric Meyer,,Fidelity Brokerage Services LLC South Bend IN 1234 N Eddy St,eric.meyer@fmr.com,,Salesforce
11198105,Inactive Investor,Thomas Eldridge,,"Parkland Securities, LLC Inverness FL 151 E Highland Blvd",teldridge@parklandrep.com,,Salesforce
10763725,Inactive Investor,Laurel Moews,Financial Consultant,"Wells Fargo Clearing Services, LLC Bloomington IL 1705 Tullamore Ave",laurel.moews@wellsfargoadvisors.com,,Salesforce
10939050,Inactive Investor,Darren Van Cott,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,darren.vancott@ceterainvestors.com,,Salesforce
10798794,Inactive Investor,James Fernandez,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Tampa FL 100 N Tampa St,james.a.fernandez@morganstanley.com,,Salesforce
11213475,Inactive Investor,Jonathan Bui,,Fidelity Brokerage Services LLC Katy TX 23501 Cinco Ranch Blvd,,,Salesforce
9631762,,Jan Kallshian,,,jank@sos.net,,List import
9598692,,Jeffrey Kilpatrick,,,jeff@newportsecurities.com,,List import
10907477,Inactive Investor,James Pettigrew,Financial Advisor,LPL Financial LLC Nashville TN 404 Bna Dr,james.pettigrew@lpl.com,,Salesforce
11108776,Inactive Investor,Myoung Sun Park,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,mpark06@ft.newyorklife.com,,Salesforce
11095339,Inactive Investor,Thomas Lepage,,"Osaic Institutions, Inc. Swansea MA 330 Swansea Mall Dr",,,Salesforce
9573113,,John Welborn,,,jwelborn@stadiumcapital.com,,List import
10885633,Inactive Investor,Joshua Mandelkorn,Wealth Advisor,"Sanchez Wealth Management Group, LLC",joshua@sanchezwealth.com,,Salesforce
10615674,,Kimaron Gardner,,,gardnerk@stifel.com,,List Import
11135071,Inactive Investor,Jason Reed,Financial Advisor,"Ameriprise Financial Services, LLC Kalamazoo MI 5991 Venture Park Dr",jason.t.reed@ampf.com,,Salesforce
11111367,Inactive Investor,Brandon Warshawsky,,"Muriel Siebert & Co., LLC New York NY 1 N End Ave",bwarshawsky@siebertnet.com,,Salesforce
217585,,Orin Levy,,NDJ Enterprises LTD,gudr123@gmail.com,,
11078176,Inactive Investor,Vanessa Ortiz,,J.P. Morgan Securities LLC Culver City CA 5670 Sepulveda Blvd,vanessa.ortiz@jpmorgan.com,,Salesforce
77505,,Eric Berg,Markets Consultant,Thrivent Investment Management Inc.,eric.berg@thrivent.com,612-844-7208,
10890210,Inactive Investor,Brett Adkins,Financial Advisor,Edward Jones Muskegon MI 837 Seminole Rd,brett.adkins@edwardjones.com,,Salesforce
10828976,Inactive Investor,John Stempfle,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11191506,Inactive Investor,David Kronour,Chief Compliance Officer;Managing Director;Managing Member,Kapstone Financial Advisors LLC,david.kronour@kapstoneadvisors.com,,Salesforce
11071128,Inactive Investor,Matthew Kerber,,LPL Financial LLC Saint Paul MN 4640 Nicols Rd,matthew.kerber@lpl.com,,Salesforce
11094716,Inactive Investor,Langley Respess,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,langley.respess@ubs.com,,Salesforce
11122112,Inactive Investor,Nicole Granakos,Financial Planner,"Pruco Securities, LLC. Clermont FL 481 E Hwy 50",nicole.granakos@prudential.com,,Salesforce
10918829,Inactive Investor,Ethan Van Holland,,"Avantax Investment Services, Inc. Sheldon IA 1022 3rd Ave",,,Salesforce
11061490,Inactive Investor,Graham Hickman,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
9601243,,Alec Turner,,,aturner@rwbaird.com,,List import
11181750,Inactive Investor,Brian Burke,Financial Advisor;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,brian.burke1@morganstanley.com,,Salesforce
10785958,Inactive Investor,Dean Paugh,Managing Director,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",dean.paugh@raymondjames.com,,Salesforce
10828911,Inactive Investor,Burton Daniel,Financial Advisor,Janney Montgomery Scott LLC Lutherville Timonium MD 2328 W Joppa Rd,bdaniel@janney.com,,Salesforce
321745,,Sherry Madl,,Edward Jones,sherry.madl@edwardjones.com,,Manual List Upload
1003710,Inactive Investor,Myoung Jeong,,Myoung Seok Jeong,jeongms68@gmail.com,,Organic Search
10833873,Inactive Investor,Sharon Martin,,Park Avenue Securities LLC Marianna FL 4389 Lafayette St,dee_dee_martin@glic.com,,Salesforce
11303652,Inactive Investor,Alex Beale,,Patriot Investment Management Group Inc Knoxville TN 3039 Kingston Pike,,8587772479,Salesforce
10984873,Inactive Investor,Scott Morgan,Retirement Plan Advisor,TFO Wealth Partners,smorgan@tfowealth.com,,Salesforce
11236933,Inactive Investor,Samuel Harrison,Chief Investment Officer,Family Investment Center,sharrison@familyinvestmentcenter.com,,Salesforce
111907,,Dave Pazdan,,individual,davidpazdan@gmail.com,,
352689,,Jennifer Watz,Vice President,"Transwestern Investment Management, Llc",jennifer.watz@transwesterninvest.com,214-572-9817,Manual List Upload
9547852,,Melvin Cuffee,,,melvincuffee21@yahoo.com,,List import
9633417,,Hope Goins,,,hgoins@gmail.com,,List import
10913582,Inactive Investor,Emma Zhang,,Goldman Sachs & Co.,,,Salesforce
11010541,Inactive Investor,Reginald Newsome,District Leader,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,reginald.newsome@primerica.com,,Salesforce
10570426,,Riley Reinhart,,,riley@driftlesslaw.com,,Web Form Fillout
11134924,Inactive Investor,Shirley Thomas,,PFS Investments Inc. Birmingham AL 19 Inverness Center Pkwy,,,Salesforce
11123673,Inactive Investor,Ni Liang,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",bill.liang@ml.com,,Salesforce
11042941,Inactive Investor,Joshua Whitney,,"Avantax Investment Services, Inc. Fuquay Varina NC 609 Attain St",,,Salesforce
11164855,Inactive Investor,William Wolf,,"HighTower Securities, LLC Iselin NJ 33 Wood Ave S",wwolf@hightoweradvisors.com,,Salesforce
11283596,,Daniel Campbell,,,dcamp3177@gmail.com,,Web Form Fillout
9590034,,Alan Speer,,,alan.speer@bienvillecapital.com,,List import
11081367,Inactive Investor,Lin Edwards,Managing Partner,"Wells Fargo Advisors Financial Network, LLC Austin TX 2806 Flintrock Trce",lin.edwards@wfafinet.com,,Salesforce
10616822,,Tyler Passmore,,,tyler.e.passmore@jpmorgan.com,,List Import
11100575,Inactive Investor,Jessica Hickey,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
194049,,Jennifer Zachariah,,[Unknown],jenniferzachariah@gmail.com,,source
10971152,Inactive Investor,Dina Rubakha,District Leader,PFS Investments Inc. Des Plaines IL 1400 E Touhy Ave,dina.rubakha@primerica.com,,Salesforce
10889442,Inactive Investor,George Thibault,Investment Executive,"Fifth Third Securities, Inc. Plymouth MI 42370 Ann Arbor Rd E",george.thibault@53.com,,Salesforce
9543115,,sant pallan,,,santpallan@gmail.com,,List import
11116968,Inactive Investor,James Keane,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",james.keane@prudential.com,,Salesforce
10768940,Inactive Investor,Lorrie Mossman,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",lorrie.mossman@raymondjames.com,,Salesforce
10856790,Inactive Investor,George Lucciola,,State Farm VP Management Corp. Huntington NY 18 W Carver St,george.lucciola.i28l@statefarm.com,,Salesforce
10956295,Inactive Investor,Katherine Flood,Client Service Coordinator,"Ameriprise Financial Services, LLC Saint Paul MN 14985 Glazier Ave",katie.flood@ampf.com,,Salesforce
11158753,Inactive Investor,Sasha Schrage,Senior Registered Associate,D.A. Davidson & Co. Bluefield VA 2113 College Ave,sopal@dadco.com,,Salesforce
10894506,Inactive Investor,Thomas Lee,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",leets@stifel.com,,Salesforce
10658274,,Jason Getz,,,jason.getz@us.mizuho-sc.com,,List Import
10861109,Inactive Investor,Timothy Wolfe,,"Osaic Wealth, Inc. Lubbock TX 5111 80th St",,,Salesforce
10614655,,David Menoni,"Financial Advisor, Senior Vice President",,david.menoni@morganstanley.com,,List Import
10813538,Inactive Investor,Brooks Robinson,Financial Consultant;Vice President - Investments,"Synovus Securities, Inc. Lagrange GA 200 N Greenwood St",brooksrobinson@synovus.com,,Salesforce
236960,, -,,[[Unknown]],babyming07@icloud.com,,
11054717,Inactive Investor,Donna Barnes,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,donna.barnes@primerica.com,,Salesforce
10884029,Inactive Investor,Patrick Burke,Investment Officer,"Mill Creek Capital Advisors, LLC",pburke@millcreekcap.com,,Salesforce
10788676,Inactive Investor,Joron Howey,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",joron.howey@tiaa-cref.org,,Salesforce
10797643,Inactive Investor,Kenneth Kriebel,Financial Advisor,"Ameriprise Financial Services, LLC Boyertown PA 900 E Philadelphia Ave",kenneth.j.kriebel@ampf.com,,Salesforce
10873946,Inactive Investor,Michael Steiner,,MWA Financial Services Inc. Mt Pleasant NC Private Residence,michael.f.steiner@mwarep.org,,Salesforce
10799686,Inactive Investor,Ann Ruane,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",ann.b.ruane@ml.com,,Salesforce
10873453,Inactive Investor,Robert Ankuma,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 1101 Pasadena Ave S",robert.ankuma@wellsfargo.com,,Salesforce
11043605,Inactive Investor,Brennan Warwick,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",brennan.warwick@ml.com,,Salesforce
11176371,Inactive Investor,Trenton Randall,Financial Advisor,LPL Financial LLC Perryville KY Private Residence,trent.randall@lpl.com,,Salesforce
9575256,,Dee Rivera,,,dee@dcgpublicrelations.com,,List import
11012315,Inactive Investor,Jacquelyn Brackett,,"Nancy Barron & Associates, Inc.",jbrackett@nancybarron.com,,Salesforce
10924849,Inactive Investor,Jeffrey Pritchett,,"The Investment Center, Inc. Lancaster PA 1525 Oregon Pike",jpritchett@investmentctr.com,,Salesforce
10959566,Inactive Investor,Rebecca Thorsen,,PFS Investments Inc. Winthrop Harbor IL 1100 Sheridan Rd,rthorsen@primerica.com,,Salesforce
10791212,Inactive Investor,Justin Sampson,,J.P. Morgan Securities LLC Mesa AZ 2020 E McKellips Rd,justin.d.sampson@jpmorgan.com,,Salesforce
10869938,Inactive Investor,Zhen Zhang,Private Client Advisor,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,michelle.zhang@jpmorgan.com,,Salesforce
11197771,Inactive Investor,Alexandra Lundgren,Wealth Management Advisor,"Apollon Wealth Management, LLC Boise ID 1673 W Shoreline Dr",,,Salesforce
11043068,Inactive Investor,Sandip Shah,,LPL Financial LLC Rolling Meadows IL Private Residence,sandip.shah@lpl.com,,Salesforce
11056690,Inactive Investor,David Clark,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10758235,Inactive Investor,David Johnson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",wes.johnson@rbc.com,,Salesforce
10911459,Inactive Investor,Carlos Hernandez,Managing Director,LifeMark Securities Corp. Pooler GA Private Residence,chernandez@lifemark.com,,Salesforce
10612997,,Amber Soden,"Financial Advisor, First Vice President",,amber.soden@ml.com,,List Import
11021377,Inactive Investor,Erin Hartman,Financial Advisor,Morgan Stanley Orlando FL 201 E Pine St,erin.hartman@morganstanley.com,,Salesforce
11034044,Inactive Investor,Thomas Brossart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
340415,,Nicholas Cooper,Associate,"Cortec Group Management Services, Llc",ncooper@cortecgroup.com,212-370-5600,Manual List Upload
10956665,Inactive Investor,Austin Tucker,,Edward Jones Fairmont WV 1224 Country Club Rd,,,Salesforce
11178777,Inactive Investor,Phyu Aung,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",phyu.aung@tfaconnect.com,,Salesforce
9641449,,Robert Duke,,,crptocurrencyrob@protonmail.com,,List import
9646422,,Ben Grundschober,,,benjamin.grundschober@gmx.at,,List import
10812371,Inactive Investor,Nicholas Alexander,Financial Advisor,Edward Jones Ann Arbor MI 6113 Jackson Rd,nicholas.alexander@edwardjones.com,,Salesforce
10487516,,Alexa Ibarguen,Client Associate,Morgan Stanley,alexa.ibarguen@morganstanley.com,,List Import
9563874,,Kevin Conard,,,kevin@blooom.com,,List import
11213179,Inactive Investor,Matthew Simon,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
11116862,Inactive Investor,Luis Tena,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10791326,Inactive Investor,Adam Kurak,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",adam.kurak@schwab.com,,Salesforce
11202098,Inactive Investor,Dustin Gatlin,Financial Advisor,Edward Jones Dayton TX 102 W Clayton St,dustin.gatlin@edwardjones.com,,Salesforce
10888715,Inactive Investor,Richard Goodwin,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",rgoodwin@realtawealth.com,,Salesforce
11144374,Inactive Investor,Sean Martin,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer,"Legacy Wealth Management, LLC",sean@legacywealthmg.com,,Salesforce
10868191,Inactive Investor,Brett Goldstein,,"Vanderbilt Securities, LLC",bgoldstein@vanderbiltsecurities.com,,Salesforce
9603505,,Deepak Chowdary Peram,,,deepakperam@gmail.com,,List import
223487,,Dan Dunkel,Managing Director,Dedrone,dan.dunkel@dedrone.com,,
10925863,Inactive Investor,Erica Smith,Financial Advisor,Morgan Stanley Boston MA 28 State St,erica.a.smith@morganstanley.com,,Salesforce
11097905,Inactive Investor,Sally Kennedy,Financial Planner;Owner,"Real Financial Planning, LLC",sally.realfp@gmail.com,203.533.2512,Salesforce
11220587,,James Chetwood,,,eric.chetwood@allworthfinancial.com,,Other
8480503,,Wayne Reid,,Merrill Lynch,wayne.reid@ml.com,,List Import
11094263,Inactive Investor,Luke Kohart,,"MML Investors Services, LLC Virginia Beach VA 222 Central Park Ave",lukekohart@financialguide.com,,Salesforce
10804781,Inactive Investor,Gary Plessl,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",gplessl@ampf.com,,Salesforce
11170899,Inactive Investor,Shane Robbins,,LPL Financial LLC,shane.robbins@lpl.com,,Salesforce
347474,,Tatiana Concepcion,Receptionist,"Fairview Capital Partners, Inc.",tconcepcion@fairviewcapital.com,860-674-8066,Manual List Upload
10813589,Inactive Investor,Khamar Maitland,,Morgan Stanley,,,Salesforce
10823664,Inactive Investor,Juan Bustos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",juan.bustos@ml.com,,Salesforce
10657019,,Shawnee Barlow,,,sbarlow@ft.newyorklife.com,,List Import
10971459,Inactive Investor,Amber Lee Gordon,,J.P. Morgan Securities LLC Bossier City LA 2039 Airline Dr,amber.n.lee@jpmorgan.com,,Salesforce
10863662,Inactive Investor,Kristofer Harrison,Chief Compliance Officer;Chief Executive Officer;President,"Northeastern Financial Consultants, Inc. Mount Pleasant SC 1185 Ayers Plantation Way",kth@nefci.com,,Salesforce
10838954,Inactive Investor,Patrick Taylor,Regional Vice President,PFS Investments Inc. Columbia MD 10015 Old Columbia Rd,patrick.taylor@primerica.com,,Salesforce
10805826,Inactive Investor,Chad Glover,Financial Advisor,Edward Jones Colorado Springs CO 5037 N Academy Blvd,chad.glover@edwardjones.com,,Salesforce
11220725,,Brittany Noethen,,,bnoethen@berthel.com,,Other
11076557,Inactive Investor,Safiyyah Rahim,,Morgan Stanley,,,Salesforce
11129401,Inactive Investor,Thomas Birrittella,Financial Advisor,"Wiss Private Client Advisors, LLC",tbirrittella@wiss.com,,Salesforce
10864204,Inactive Investor,Isaac Aulick,,J.P. Morgan Securities LLC Pickerington OH 1785 Hill Rd N,isaac.aulick@jpmorgan.com,,Salesforce
201034,,Mark Easley,,[Unknown],goldhat@nc.rr.com,,
345786,,Alexander Cha,Head Of Portfolio Management And Trading (filing Adviser),400 Capital Management Llc,acha@400capital.com,212-612-3101,Manual List Upload
11206704,Inactive Investor,Andres Puerta,,"Raymond James & Associates, Inc.",andres.puerta@raymondjames.com,,Salesforce
10950237,Inactive Investor,Marisol O'Neil,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bakersfield CA 5555 Truxtun Ave",marisol.oneil@schwab.com,,Salesforce
11111217,Inactive Investor,Virginia Bove-Grier,,Park Avenue Securities LLC Port Jefferson Station NY 1201 Rte 112,,,Salesforce
11234015,Inactive Investor,Andrew Moss,Financial Advisor,"Wells Fargo Clearing Services, LLC Princeton NJ 138 Nassau St",andrew.b.moss@wellsfargoadvisors.com,,Salesforce
11172109,Inactive Investor,Joshua Pau,,Vanguard Marketing Corporation,joshua_pau@vanguard.com,,Salesforce
10846419,Inactive Investor,Sean Valadez,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10874940,Inactive Investor,Robert Beltran,Financial Advisor,"Wells Fargo Clearing Services, LLC Corpus Christi TX 800 N Shoreline Blvd",robert.beltran.jr@wellsfargoadvisors.com,,Salesforce
10800966,Inactive Investor,Michael Smith,Financial Advisor,Edward Jones Saint Louis MO 1401 S Brentwood Blvd,mike.smith@edwardjones.com,,Salesforce
10912704,Inactive Investor,Richelle Rasmussen,Associate Financial Advisor,"Ameriprise Financial Services, LLC Salt Lake City UT 247 E 2100 S",richelle.rasmussen@ampf.com,,Salesforce
337569,,Joseph Hall,"Senior Managing Director, Member","Maltese Capital Management, Llc",jhall@soam.com,212-486-7300,Manual List Upload
10955051,Inactive Investor,Saloni Radadia,,Citigroup Global Markets Inc.,,,Salesforce
11170491,Inactive Investor,Veshawn Dixon,,"Empower Financial Services, Inc Brattleboro VT Private Residence",veshawn.dixon@empower.com,,Salesforce
11009329,Inactive Investor,April Vight,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Newburyport MA 102 State St",april.l.vight@nm.com,,Salesforce
11007772,Inactive Investor,Mark Maxwell,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,,,Salesforce
9584294,,Lynne Mallory,,,lmallory@edgewaterasset.com,,List import
9585429,,Tyler Fricke,,,t.fricke@fi.com,,List import
11178179,Inactive Investor,Shannon Walker,Financial Advisor;Personal Banker,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",shannon.walker@wellsfargoadvisors.com,,Salesforce
11098328,Inactive Investor,My-Nga Do,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. San Jose CA 2875 The Villages Pkwy",mynga.do@usbank.com,,Salesforce
11097914,Inactive Investor,Terra Johnson,Advisor,Pine Grove Financial Group Hopkins MN 13100 Wayzata Blvd,tjohnson@pinegrovefg.com,,Salesforce
10747619,,Matt Ibbs,,,mattibbs1@gmail.com,,Web Form Fillout
11192503,Inactive Investor,George Snyder,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1700 K St NW",george.snyder@wellsfargoadvisors.com,,Salesforce
11057165,Inactive Investor,Corie Tielke,Financial Advisor,"Ameriprise Financial Services, LLC Kenedy TX 224 W Main St",corie.tielke@ampf.com,,Salesforce
10809551,Inactive Investor,Andrew Stall,,LPL Financial LLC Harvey LA 2439 Manhattan Blvd,andrew.stall@lpl.com,,Salesforce
9627866,,Hay Onos,,,hayonos161@chatich.com,,List import
11074747,Inactive Investor,Caroline Schultz,Associate,Edward Jones Piedmont SC 114 Commons Blvd,,,Salesforce
11023983,Inactive Investor,Daniel Curran,Financial Advisor;Vice President,Graypoint LLC,dcurran@graypointllc.com,,Salesforce
10931820,Inactive Investor,Anthony Esposito,,NYLIFE Securities LLC Monroe Township NJ Private Residence,aesposito@ft.newyorklife.com,,Salesforce
2912,,Michael Corasaniti,Managing Partner,"Tourmalet Advisors, L.P.",mcorasaniti@tourmaletadvisors.com,1-203-256-0125,Initial Salesforce Import
10921879,Inactive Investor,Elizabeth Rinder,Financial Advisor,LPL Financial LLC Wellesley MA 888 Worcester St,elizabeth.rinder@lpl.com,,Salesforce
11161725,Inactive Investor,Daniel Dukart,Financial Professional,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",ddukart@financialguide.com,,Salesforce
11055195,Inactive Investor,Jessica Rodriguez,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,,,Salesforce
10876625,Inactive Investor,Anthony Toffenetti,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
333619,,Susan Evans,,Mercer Global Advisors Inc.,sevans@merceradvisors.com,(800) 987-1344,
9597256,,David Durham,,,ddurham@morgandempsey.com,,List import
9607577,,Isabella Cumberledge,,,isabella.cumberledge.ic@gmail.com,,List import
10861776,Inactive Investor,Dylan Randazzo,Senior Client Associate,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",dylan.randazzo@wellsfargoadvisors.com,,Salesforce
10871824,Inactive Investor,Joseph Malmborg,Financial Advisor;Vice President,Commonwealth Financial Network West Springfield MA 131 Wayside Ave,jmalmborg@commonwealth.com,,Salesforce
10889408,Inactive Investor,Jordan Collins,Co-Founder;Financial Advisor;Managing Partner;Regulatory Contact,"Divergent Wealth Advisors, LLC",jordan.collins@divergentwealth.com,,Salesforce
10803948,Inactive Investor,Jennifer Newman,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",jennifer_a_newman@ml.com,,Salesforce
11140389,Inactive Investor,Fabrynn Soonalote,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9583317,,Samuel Harvey,,,sam@harveyinvestment.com,,List import
10604584,,Andre Clarke,CFO,"Economic Opportunity Commission of Nassau County, Inc.",aclarke@eoc-nassau.org,5162929710,List Import
11207091,Inactive Investor,Liam Vincent,,LPL Financial LLC Riverton WY 308 E Main St,liam.vincent@lpl.com,,Salesforce
10956039,Inactive Investor,Harrison Langer,,"SCF Securities, Inc. Beaverton OR 1905 NW 169th Pl",,,Salesforce
10904865,Inactive Investor,Van Mays,,The AmeriFlex Group Washington UT 1360 E Telegraph St,,,Salesforce
11159083,Inactive Investor,Dean Dancer,Senior Vice President - Investments,"Raymond James & Associates, Inc. Sarasota FL 2 N Tamiami Trl",dean.dancer@raymondjames.com,,Salesforce
10941135,Inactive Investor,William Bailey,,Goldman Sachs & Co.,,,Salesforce
10861972,Inactive Investor,Shawn Vance,,LPL Financial LLC Powell OH 9999 Brewster Ln,shawn.vance@lpl.com,,Salesforce
11130826,Inactive Investor,John Norberg,,LPL Financial LLC Frederick MD 420 W Patrick St,john.norberg@lpl.com,,Salesforce
10488926,,Mark Mayden,Supervisory Manager,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mark.a.mayden@jpmorgan.com,,List Import
11071855,Inactive Investor,Christopher Donohoe,,"Raymond James Financial Services, Inc. Columbus GA 111 12th St",scott.donohoe@raymondjames.com,,Salesforce
11061906,Inactive Investor,Jena Ness,,Fidelity Brokerage Services LLC,,,Salesforce
11208239,Inactive Investor,Alec Bruce,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alec.bruce@ubs.com,,Salesforce
10841893,Inactive Investor,Mateo Yap,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,mateo.yap@primerica.com,,Salesforce
11109501,Inactive Investor,Tadyn Falcon,,"Northwestern Mutual Investment Services, LLC Reidsville NC 416 S Main St",,,Salesforce
10582548,Active Investor,kirk.torossian@gmail.com,,Kirk Torossian,kirk.torossian@gmail.com,8186244236,Salesforce
10810566,Inactive Investor,Kevin Hines,,"Osaic Wealth, Inc. Indianapolis IN 2421 Production Dr",,,Salesforce
11151998,Inactive Investor,Kaitlynn Blow,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
198808,,Nancy Todd,Director,Lee Hecht Harrison,nancy.pecktodd@lhh.com,,Event
10647083,,Mark Goodside,,,goodside.mark@principal.com,,List import
10766885,Inactive Investor,Mindell Rodriguez,Relationship Manager,Edward Jones Shreveport LA 1023 Provenance Pl,mindy.rodriguez@ml.com,,Salesforce
339502,,Ken Winder,Investment Adviser,"Sequent Planning, Llc",ken@sequentplanning.com,402-953-3544,Manual List Upload
11234556,Inactive Investor,Nathaniel Gilman,Wealth Advisor,RBF Wealth Advisors,ngilman@rbfadvisors.net,,Salesforce
10891772,Inactive Investor,Angela Olson,,"Securian Financial Services, Inc.",,,Salesforce
11001246,Inactive Investor,Scott Becker,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
11147167,Inactive Investor,Joseph Durham,,PlanMember Securities Corporation Blountstown FL Private Residence,,,Salesforce
10939768,Inactive Investor,Brianna Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brianna_smith@vanguard.com,,Salesforce
11076324,Inactive Investor,Mark Hornok,Financial Advisor,Edward Jones Barrington IL 100 E Station St,mark.hornok@edwardjones.com,,Salesforce
10894502,Inactive Investor,William Yawn,,Cetera Advisor Networks LLC Franklin TN Private Residence,,,Salesforce
10905939,Inactive Investor,Jill Minette,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",jill.minette@prudential.com,,Salesforce
10789865,Inactive Investor,Siulieng Chea-Jerez,Private Client Investment Associate,J.P. Morgan Securities LLC Oakland CA 5114 Broadway,siulieng.chea-jerez@jpmorgan.com,,Salesforce
332639,,Sonya Li,,TBD,sonyakli@gmail.com,sonyakli@gmail.com,
9639506,,Matt Padberg,,,mpadberg@cia-llc.com,,List import
9579793,,David Barlow,,,david.barlow@glazercapital.com,,List import
10882096,Inactive Investor,Jeremy Quinn,,State Farm VP Management Corp. Richardson TX 1415 State St,jeremy.quinn.ssnj@statefarm.com,,Salesforce
146526,,Jesus Carrillo,,[Unknown],lowbornbiznthings@gmail.com,,
11167546,Inactive Investor,Christopher Jacoby,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,cjacoby@ft.newyorklife.com,,Salesforce
230649,, -,,[[Unknown]],thachaubunh@gmail.com,,Content
10944731,Inactive Investor,Thomas Meyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",,,Salesforce
11095931,Inactive Investor,David Van Rensselaer,Financial Advisor,"360 Financial Partners, LLC",davevanr@360fp.com,,Salesforce
333910,,James Sanger,Managing Member,Second Alpha Partners,jsanger@secondalpha.com,212-446-1600,Manual List Upload
11078815,Inactive Investor,Seth Pietrini,,"Raymond James Financial Services, Inc. Warrenville IL 4200 Cantera Dr",seth.pietrini@legacywealthadv.com,,Salesforce
11173928,Inactive Investor,Jean Guillory,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11121409,Inactive Investor,Brett Stein,,"Northwestern Mutual Investment Services, LLC Tucson AZ 1760 E River Rd",brett.stein@nm.com,,Salesforce
10855707,Inactive Investor,Garret Jett,Chief Compliance Officer;Managing Member;Member,Tier One Wealth Management,gjett@tieronewm.com,,Salesforce
5321573,,jon sen,,,yobet78468@sunetoa.com,,Web Form Fillout
9545846,,Brian Cook,,,bbcook9959@gmail.com,,List import
11230328,Inactive Investor,Joshua Brown,,NYLIFE Securities LLC Roanoke VA 2965 Colonnade Dr,jtbrown01@ft.newyorklife.com,,Salesforce
11206857,Inactive Investor,Denise Costello,,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",,,Salesforce
166497,,marlos noguera,,[Unknown],marsn9@yahoo.com,,Organic Search
9565137,,Christopher DuBois,,,cduboisfinancials@gmail.com,,List import
10606572,,Victoria Conigliaro,"Senior Portfolio Manager, Senior Vice President - Wealth Management, Wealth Advisor",UBS Financial Services Inc.,victoria.clark@ubs.com,212-713-6105,List Import
11089489,Inactive Investor,Manraj Dhillon,,Fidelity Brokerage Services LLC Folsom CA 2600 E Bidwell St,manraj.dhillon@fmr.com,,Salesforce
11021666,Inactive Investor,Elise Williams,,Baring Financial LLC,,,Salesforce
10846690,Inactive Investor,Clifton Myers,President,Clifton Myers Financial Advisory,clifton@cliftonmyers.com,,Salesforce
10769808,Inactive Investor,Bonnie Richards,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,bonnie.richards@ubs.com,,Salesforce
11132031,Inactive Investor,Benjamin Davidson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 500 Broadway St",benjamin.davidson@ml.com,,Salesforce
10754570,Inactive Investor,Jacob Apter,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jacob.apter@ml.com,,Salesforce
10904163,Inactive Investor,Matthew Curley,Chief Compliance Officer;Managing Member,Excelsior Wealth Management LLC,,,Salesforce
11232042,Inactive Investor,Jean Haas,,Thurston Springer Financial Oklahoma City OK 3401 NW 63rd St,,,Salesforce
10876731,Inactive Investor,Brent Wiedenfeld,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,brent.wiedenfeld@jpmorgan.com,,Salesforce
10953945,Inactive Investor,Breanna Lehman,Client Service Associate,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,,,Salesforce
10817453,Inactive Investor,Matt Knehans,Financial Advisor,Edward Jones Lees Summit MO 120 SW 2nd St,matt.knehans@edwardjones.com,,Salesforce
11160393,Inactive Investor,Brenda Hohn,,"Citizens Securities, Inc. Kittanning PA 250 Market St",brenda.hohn@ccoinvest.com,,Salesforce
10606675,,Laurence Maalouf,"Private Wealth Client Relationship Manager, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",laurence_maalouf@ml.com,212-764-0694,List Import
11205905,Inactive Investor,Daniel Hamilton,,Fidelity Brokerage Services LLC,daniel.hamilton@fmr.com,,Salesforce
11061646,Inactive Investor,Ryan Emmons,Associate Sales Manager;Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,ryan.emmons@ubs.com,,Salesforce
11004751,Inactive Investor,Teaysha Martin,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10925856,Inactive Investor,Justin Ousley,,GuideStone Financial Services,justin.ousley@guidestone.org,,Salesforce
10815113,Inactive Investor,Anthony Gini,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 1546 Saint Marks Plz",anthony.gini@ml.com,,Salesforce
11128128,Inactive Investor,Andrea Crossland,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,,,Salesforce
11169147,Inactive Investor,Dawn Cammarano,,"Raymond James Financial Services, Inc. Metuchen NJ 495 Main St",dawn.cammarano@raymondjames.com,,Salesforce
11100661,Inactive Investor,Joseph Semaan,,LPL Financial LLC Grosse Pointe MI 16821 Kercheval Ave,joseph.semaan@lpl.com,,Salesforce
10941936,Inactive Investor,Samim Syed,,"Hornor, Townsend & Kent, LLC Littleton CO 2679 W Main St",ssyed@htk.com,,Salesforce
10768636,Inactive Investor,Todd Mericle,Financial Advisor,Edward Jones Springfield MO 2902 S Campbell Ave,todd.mericle@edwardjones.com,,Salesforce
11070519,Inactive Investor,Devan Tongue,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",devan.tongue@nm.com,,Salesforce
374550,,Glen Bojsza,,[Unknown],gbojsza@gmail.com,,Salesforce
234845,, -,,[[Unknown]],elizabethhughesesq@gmail.com,,Organic Search
9435030,,Christian Jørgensen,,,cj+grayscale@engelsted.org,,Web form fillout
10997930,Inactive Investor,Tofig Mammadov,,"BFC Planning, Inc. Bloomington IL 2404 E Empire St",,,Salesforce
11084043,Inactive Investor,Brian Statfeld,,J.P. Morgan Securities LLC,brian.statfeld@jpmorgan.com,,Salesforce
9647979,,Xu Li,,,asahilee1989@gmail.com,,List import
9589148,,Edward Taylor,,,edward26taylot@gmail.com,,List import
10794163,Inactive Investor,Thomas Dornoff,Chief Compliance Officer;Managing Member;Managing Partner,Granite Financial Group,tom@granitefgllc.com,,Salesforce
11156529,Inactive Investor,Philicie Burkhead,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennesaw GA 2781 Cobb Pkwy NW",philicie.burkhead@ml.com,,Salesforce
10895566,Inactive Investor,Albert Jansen,,"Osaic Wealth, Inc. Wichita KS 10011 W 21st St N",,,Salesforce
342975,,Trey Pittenger,"Vice President, Principal",Pittenger & Anderson Inc,trey@pittand.com,402-328-8800,Manual List Upload
11007210,Inactive Investor,Zachary Stroyne,,"Osaic Wealth, Inc. Pittsburgh PA 500 McKnight Park Dr",,,Salesforce
10772261,Inactive Investor,Daniel Kelly,,D.M. Kelly & Company,dkelly@dmkc.com,,Salesforce
239126,,Cheryl Lindsey,,[Unknown],lindsey.cheryl@gmail.com,,Direct
9643454,,Chris Taylor,,,ctails27@gmail.com,,List import
11079296,Inactive Investor,David Ahmann,,"Raymond James Financial Services, Inc. Madison WI 311 W Washington Ave",dave.ahmann@raymondjames.com,,Salesforce
10781658,Inactive Investor,Andrew Mindnich,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,andrew.mindnich@jpmorgan.com,,Salesforce
9623117,,Rich Territo,,,bitcoingtr@gmail.com,,List import
11152777,Inactive Investor,Eric Snodgrass,,"Avantax Investment Services, Inc. Wheeling WV 2084 National Rd",,,Salesforce
10824157,Inactive Investor,Deborah Anderson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",d.anderson@ml.com,,Salesforce
368160,,Thomas Aagaard,Senior Vice President,,taagaard@amplifyetfs.com,6306356851,Webinar
10808496,Inactive Investor,Alan Ogunnaike,Financial Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",alan.ogunnaike@ml.com,,Salesforce
11165185,Inactive Investor,Pratik Bhavsar,,LPL Financial LLC Odenton MD 1351 Blair Dr,pratik.bhavsar@lpl.com,,Salesforce
11104693,Inactive Investor,Mitchell Wohl,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10990269,Inactive Investor,Sharanjit Cheema,,D.A. Davidson & Co. Portland OR 222 SW Columbia St,,,Salesforce
11058214,Inactive Investor,Steven Schmelkin,,"Osaic Wealth, Inc. New City NY 244 N Main St",,,Salesforce
11046345,Inactive Investor,Neil Cherry,Investment Advisor,Fisher Investments,,,Salesforce
9625401,,Dan Summerow,,,dsummero@gmail.com,,List import
26785,,Crystal Hoffman,,[[Unknown]],choffman@cde-ltd.com,,Initial Salesforce Import
9566064,,Patrick Osmonson,,,posmonson@focusfinancial.com,,List import
11035744,Inactive Investor,Daniel Webb,,"Northwestern Mutual Investment Services, LLC Boulder CO 2060 Broadway",daniel.webb@nm.com,,Salesforce
9562509,,Simon Wong,,,simon@legendpartners.com,,List import
213831,,Spiro Menegatos,,Bluefin Capital Management,smenegatos@gmail.com,2014865000,Organic Search
9641652,,Balraj Rajagopal,,,rbjinvestmonitor@yahoo.com,,List import
11220005,,Sean Ostendarp,,,s_p_ostendarp@vanguard.com,,Other
11164592,Inactive Investor,David Hoffert,,Cetera Investment Services LLC Lacey WA 4540 6th Ave SE,david.hoffert@ceterais.com,,Salesforce
238307,,tseegii12@gmail.com Narmandakh,,[Unknown],tseegii12@gmail.com,,
10904539,Inactive Investor,Jillian Maguffin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",jillian.maguffin@ml.com,,Salesforce
9645739,,Sidharth Malhotra,,,sidharth.malhotra@outlook.com,,List import
10812026,Inactive Investor,Reginald Findley,,Cetera Financial Specialists LLC Dinuba CA 430 N Vermont Ave,reginald.findley@ceterafs.com,,Salesforce
11197068,Inactive Investor,Andreina Rodriguez Confortti,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11183594,Inactive Investor,William Grodman,,"Allstate Financial Services, LLC Tampa FL 10840 Sheldon Rd",billgrodman@allstate.com,,Salesforce
5139960,,linda ounsa,,,rokovab259@cadolls.com,,Web Form Fillout
9621164,,Baran Erol,,,baran.erol@gmx.de,,List import
9970363,,alireza shojaei movahed,,,shjay4421@gmail.com,,Web Form Fillout
4926462,,Agnes Xie,,,xie.agnes@gmail.com,9173997324,Web Form Fillout
11295224,,Johannes Chai,,,shilong_chai@hotmail.com,,Web Form Fillout
10943375,Inactive Investor,Kim Leukert,Assistant Director,"Northwestern Mutual Investment Services, LLC",kimleukert@northwesternmutual.com,,Salesforce
10920073,Inactive Investor,Carrie Dupuie,,"Raymond James Financial Services, Inc. Berlin MD 215 N Main St",carrie.dupuie@raymondjames.com,,Salesforce
10996768,Inactive Investor,Madelyn Widmer,Financial Advisor,Thrivent Investment Management Inc. Washington IA 120 E Main St,madelyn.widmer@thrivent.com,,Salesforce
9606871,,Abhilasha Pokharel,,,abhilasha.law@gmail.com,,List import
10989208,Inactive Investor,Sean Lawrence,Financial Planner,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,slawrence@rwbaird.com,,Salesforce
9592042,,Jonathan Romick,,,jromick@gemrc.com,,List import
10616591,,Michael Olesen,,,michael.olesen@lpl.com,,List Import
9481569,,oyvind sjaastad,,,oyvind@bitveria.com,,Web form fillout
10770012,Inactive Investor,Adam Gutman,Financial Advisor;Vice President,Citigroup Global Markets Inc. Boca Raton FL 4055 N Federal Hwy,adam.gutman@citi.com,,Salesforce
1003142,Inactive Investor,Mitchell Manoff,Chief Executive Officer,Corinthian Partners Asset Management LLC,mmanoff@corinthianpartners.com,1-212-287-1552,3rd Party Lead Gen
11130404,Inactive Investor,Gary Weir,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",gary.weir@empower.com,,Salesforce
11154778,Inactive Investor,Thomas Gorman,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Conshohocken PA 1 Fayette St",thomas.gorman@wellsfargoadvisors.com,,Salesforce
11115299,Inactive Investor,Kylie Talley,Registered Client Associate,UBS Financial Services Inc. Lafayette LA 201 Settlers Trace Blvd,kylie.talley@ubs.com,,Salesforce
11084772,Inactive Investor,Charles Lyall,Agent,"Horace Mann Investors, Inc. North Wilkesboro NC 723 Main St",,,Salesforce
10759105,Inactive Investor,Timothy Payne,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",timothy.payne@wellsfargoadvisors.com,,Salesforce
11074542,Inactive Investor,Anne Roach,Financial Advisor,LPL Financial LLC Chesapeake VA 505 Independence Pkwy,anne.roach@lpl.com,,Salesforce
346673,,Steve Wagenbach,Consultant Relations Managing Director,"Invesco Private Capital, Inc.",steve.wagenbach@invesco.com,212-826-1100,Manual List Upload
10903922,Inactive Investor,Eric Cownie,,"Kestra Investment Services, LLC Mars PA 7011 Crider Rd",,,Salesforce
10873646,Inactive Investor,Derrick Dehaan,,"Parkland Securities, LLC Orange City IA 219 Central Ave SE",,,Salesforce
10884332,Inactive Investor,Wayne Schwartz,Investment Advisor Representative,"Strategic Financial Concepts, LLC Austin TX 3604 Cassava Dr",wschwartz@sfcria.com,,Salesforce
10960464,Inactive Investor,Isaiah Gibson,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
11007735,Inactive Investor,Cade Roque,Financial Advisor,LPL Financial LLC Mesa AZ 2812 N Norwalk,cade.roque@mutualofomaha.com,,Salesforce
11039326,Inactive Investor,Vikki Hubbard,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,vikki.hubbard@morganstanley.com,,Salesforce
11141273,Inactive Investor,Jacob Hyland,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,jacob.hyland@fmr.com,,Salesforce
10982364,Inactive Investor,Timothy Seamen,,J.P. Morgan Securities LLC Portland OR 11354 SW Durham Rd,timothy.seamen@jpmorgan.com,,Salesforce
148974,,Justin Eaton,,[Unknown],eaton.justin@gmail.com,,source
11261322,Inactive Investor,Brett Nelson,Wealth Advisor,"Prevail Innovative Wealth Advisors, LLC",bnelson@prevailiws.com,,Salesforce
9546693,,Lisa Frankovich,,,lfrankovich@financialguide.com,,List import
219619,,Bill Roddy,,[Unknown],broddy52@gmail.com,,Direct
10853907,Inactive Investor,Les Vicain,Regional Vice President,PFS Investments Inc. Houston TX 2500 E T C Jester Blvd,les.vicain@primerica.com,,Salesforce
9638733,,Sarah Stashak,,,sstashak@aglresources.com,,List import
11117789,Inactive Investor,Donald Moran,,Key Investment Services LLC Buffalo NY 8899 Main St,donald_moran@kisinvestments.com,,Salesforce
11072281,Inactive Investor,Renee Gagliardo,Associate,William Blair,rgagliardo@williamblair.com,,Salesforce
10930594,Inactive Investor,William Keetley,,"Raymond James Financial Services, Inc. Lewes DE 17644 Coastal Hwy",william.keetley@raymondjames.com,,Salesforce
10986747,Inactive Investor,Glenn Coffey,,PFS Investments Inc. Owasso OK 14601 E 88th Pl N,gcoffey@primerica.com,,Salesforce
9576121,,Mark Cheeley,,,mark.d.cheeley@ampf.com,,List import
10921539,Inactive Investor,Lucas Humphries,Financial Advisor,Edward Jones Staunton VA 19 Myers Corner Dr,luke.humphries@edwardjones.com,,Salesforce
10826067,Inactive Investor,Michael Corley,Financial Advisor;Managing Director - Investments,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,michael.j.corley@wellsfargoadvisors.com,,Salesforce
9624489,,James Hallett,,,jim@hallettadvisors.us,,List import
341203,,Adam Bernstein,Impact Analyst,"Gitterman Wealth Management, Llc",abernstein@gittermanwealth.com,848-248-4405,Manual List Upload
11060559,Inactive Investor,Jeffrey Pridey,,"BFC Planning, Inc. Twin Falls ID Private Residence",jpridey@berthel.com,,Salesforce
10661395,,Laura La Spisa,,,llaspisa@vermillionfinancial.com,,List Import
11063434,Inactive Investor,Ethan Schneid,Financial Advisor,Kubhera Enterprises LLC,,,Salesforce
370727,,Rick de Jong,,[Unknown],rick@hashtagnetwork.net,,Salesforce
11008880,Inactive Investor,Elizabeth Colgan,Advisor,"MML Investors Services, LLC Cockeysville MD Private Residence",,,Salesforce
10935954,Inactive Investor,Christopher Thompson,,Mutual of America Securities LLC Houston TX 3040 Post Oak Blvd,christopher.thompson@mutualofamerica.com,,Salesforce
10875439,Inactive Investor,Matthew Farkas,Head - Fixed Income;Senior Vice President,St. Germain Investment Management Lee MA 103 W Park St,mfarkas@stgermaininvestments.com,,Salesforce
11043106,Inactive Investor,Sandra Arias,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10927232,Inactive Investor,Julie Robertson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11075231,Inactive Investor,Owen Popovitch,,Citigroup Global Markets Inc.,owen.popovitch@citi.com,,Salesforce
11063544,Inactive Investor,Derek Graham,,Fidelity Brokerage Services LLC,derek.graham@fidelity.com,,Salesforce
10978353,Inactive Investor,Lawson Funke,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,lawson.funke@fmr.com,,Salesforce
332338,,Tony Cotzias,,[Unknown],tony.cotzias@moonfare.com,,
11090630,Inactive Investor,Byron Ramirez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,byron.ramirez@jpmorgan.com,,Salesforce
11164379,Inactive Investor,Jay Yarbrough,,"Burch & Company, Inc",,,Salesforce
90510,,Feni Then,,Indonesia,thenfeni12@gmail.com,,source
11169870,Inactive Investor,Dylan Hales,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,dylan.hales@edwardjones.com,,Salesforce
9644776,,Anthony KIRINCIC,,,tk23666@gmail.com,,List import
373034,,Sime Marnika,,[Unknown],simemarnika@yahoo.com,,source
10916265,Inactive Investor,Judd Brody,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Deerfield IL 500 Lake Cook Rd",judd.brody@wellsfargoadvisors.com,,Salesforce
9564205,,Amy Williams,,,amy.williams@53.com,,List import
10909991,Inactive Investor,Roger Colchin,,Cetera Advisor Networks LLC Irmo SC 201 Ministry Dr,,,Salesforce
96760,,Alvin Prima Nugraha,,Indonesia,alvinprimanugraha.id@gmail.com,,
9602570,,Rizaldy Prakoso,,,prakosoor@gmail.com,,List import
9565624,,Christy Turner,,,christy.turner@wfa.com,,List import
9579726,,Austin Gilbert,,,austin@gilbertinvestment.com,,List import
11047496,Inactive Investor,Deanna Bamford,,"CapFinancial Securities, LLC.",,,Salesforce
10831914,Inactive Investor,Gregory Burch,,L.M. Kohn & Company Fairfield OH 2794 Mack Rd,,,Salesforce
10830855,Inactive Investor,Larry Vawter,Registered Principal,LPL Financial LLC Kansas City MO 4444 N Belleview Ave,larry.vawter@lpl.com,,Salesforce
10918651,Inactive Investor,Valerie Tu,,LPL Financial LLC Sunnyvale CA 380 S Mathilda Ave,valerie.tu@lpl.com,,Salesforce
11047763,Inactive Investor,Steven Liaty,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",steve.liaty@wellsfargoadvisors.com,,Salesforce
3863108,,Nicolas Spritzer,,,nicolas.spritzer@gmail.com,,Web Form Fillout
342587,,Travis Bender,Investment Adviser Representative,"Royal Fund Management, Llc",travis.bender@blackstonfinancialgroup.com,352-750-1637,Manual List Upload
11067937,Inactive Investor,Arthur Johnson,Chief Executive Officer;Chief Investment Officer;President;Regulatory Contact,"Mundoval Capital Management, Inc.",art@mundoval.com,,Salesforce
11102696,Inactive Investor,David Felix,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10870723,Inactive Investor,Cynthia Frazier,,LPL Financial LLC Jacksonville FL 76 S Laura St,cynthia.l.graham@lpl.com,,Salesforce
11204683,Inactive Investor,Eric Weitz,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",eric.weitz@ml.com,,Salesforce
9896754,,hu liaofeng,,,huliaofeng5@gmail.com,420776456363,Web form fillout
11001257,Inactive Investor,Walter Ellis,,"Raymond James Financial Services, Inc. Dothan AL 306 Regency Ct",,,Salesforce
10888186,Inactive Investor,Thomas Voshall,,"Dempsey Lord Smith, LLC Massillon OH Private Residence",thomas.voshall@dempseyi.com,,Salesforce
11079706,Inactive Investor,Ava Lorence,,Deutsche Bank Securities Inc.,,,Salesforce
11104796,Inactive Investor,Valerie Guerrieri,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",valerie.guerrieri@equitable.com,,Salesforce
10844242,Inactive Investor,Gina Pirani,,"Fifth Third Securities, Inc. Memphis TN 6410 Poplar Ave",gina.pirani@53.com,,Salesforce
9645027,,Nataliya Bergeron,,,nataliya@bergeronfinancial.com,,List import
10602606,,Thomas Doherty,,,tdoherty@activeinternational.com,,Web Form Fillout
11021914,Inactive Investor,Connie Logelin,,"Concourse Financial Group Securities, Inc.",connie.logelin@concoursefinancial.com,,Salesforce
10842012,Inactive Investor,Robert Breen,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Irvine CA 2 Park Plz",robert.breen@ampf.com,,Salesforce
11005133,Inactive Investor,Joshua Williams,Analyst,United Capital Financial Advisors Winchester VA 35 N Braddock St,josh.williams@gs.com,,Salesforce
11013391,Inactive Investor,Trevor Quigley,Associate Representative,Thrivent Investment Management Inc. Washington IA 120 E Main St,trevor.quigley@thrivent.com,,Salesforce
10781870,Inactive Investor,Jason Sikma,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,jason.sikma@fidelity.com,,Salesforce
9647063,,Jonathan Joseph,,,jon.louwagie@fbfs.com,,List import
11106108,Inactive Investor,Mark Clair,Investment Advisor Representative,The Retirement Guys Formula Sylvania OH 5630 Main St,,,Salesforce
10897080,Inactive Investor,Christopher Dieckow,Wealth Advisor,"Leelyn Smith, LLC",cdieckow@leelynsmith.com,,Salesforce
11026602,Inactive Investor,Sarah Gartin,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,sjgartin@ft.newyorklife.com,,Salesforce
10949499,Inactive Investor,Spencer Warn,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,spencer.warn@ceterainvestors.com,,Salesforce
11015039,Inactive Investor,Matthew Sopher,,LPL Financial LLC Metuchen NJ 258 Bridge St,matthew.sopher@lpl.com,,Salesforce
9582540,,Nathan Haskins,,,nathan.haskins@freestateadvisors.com,,List import
374529,,Diane Pacuk,Branch Manager,Morgan Stanley,diane.pacuk@morganstanley.com,(617) 570-9501,Salesforce
11005967,Inactive Investor,Jason Hutchinson,Financial Advisor,Park Avenue Securities LLC Middleton MA 35 Village Rd,,,Salesforce
11169642,Inactive Investor,Diane McGuire,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",dianemcguire@financialguide.com,,Salesforce
10904175,Inactive Investor,Eric Hundahl,Chief Compliance Officer;Chief Investment Officer;Manager;President,Sail Loft Capital Management LLC,eric@sailloftcapital.com,,Salesforce
9601977,,Michael Munson,,,mike@myecfo.com,,List import
10510615,,Paula Kar,Head of Product Management,Northern Trust Asset Management,pk366@ntrs.com,,List Import
10996384,Inactive Investor,Edward Kapitanyuk,,J.P. Morgan Securities LLC Fresh Meadows NY 18708 Horace Harding Expy,edward.kapitanyuk@jpmorgan.com,,Salesforce
10771773,Inactive Investor,Michelle McGraw,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated La Crosse WI 201 Main St",mcgrawm@stifel.com,,Salesforce
9574198,,Jason Feiertag,,,feiertag@muhlenberg.edu,,List import
223031,,Nadav Schwartz,DIRECTOR OF BUSINESS DEVELOPMENT,PRIVATE INVESTOR,nadavschwartz@gmail.com,8563082311,Content
9590928,,QIONG HU,,,75055887@qq.com,,List import
9591561,,Daniel Nickel,,,danieljnickel@gmail.com,,List import
10807664,Inactive Investor,Susan Giannini,Financial Professional Emeritus,"Pruco Securities, LLC. Mercer Island WA 7525 SE 24th St",susan.giannini@prudential.com,,Salesforce
10832939,Inactive Investor,Pamela Woehrman,,"Voya Financial Advisors, Inc. Ravenna OH Private Residence",pam.woehrman@voya.com,,Salesforce
168805,,Warren Davis,,[Unknown],wmdland@gmail.com,,Paid Social
207634,,Mary Sharif askary,,[[Unknown]],fsharifaskary@gmail.com,,Direct
9645972,,Martin Diaz,,,iamnorml@icloud.com,,List import
9602177,,aaa aa,,,a@aas.com,,List import
11223083,,Francis Noonan,,,terry@bna401k.com,,List Import
11079751,Inactive Investor,Robert Smith,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",bob.c.smith@nm.com,,Salesforce
11017384,Inactive Investor,Dylan Vincent,,Commonwealth Financial Network Olean NY 3037 NYS Rte 417,dvincent@commonwealth.com,,Salesforce
10605685,Active Investor,Jin Huang,,Jin Huang,slds1m2024@gmail.com,6178006955,Salesforce
10806949,Inactive Investor,Michelle Cooper-Mcnally,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
11205041,Inactive Investor,Philip Livoti,Financial Professional,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",philip.livoti@prudential.com,,Salesforce
10902296,Inactive Investor,Harry Zwick,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",harry.zwick@ml.com,,Salesforce
228224,,Scott -,,Scott [[Unknown]],crypto.wisslnet@gmail.com,,
11108049,Inactive Investor,Michael Gallas,,J.P. Morgan Securities LLC Rocky River OH 20780 Center Ridge Rd,,,Salesforce
10818757,Inactive Investor,Robert Wells,Chief Compliance Officer;President,Corwell Asset Management Inc,,,Salesforce
11175066,Inactive Investor,Christopher Perry,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley West Hartford CT 433 S Main St,christopher.t.perry@morganstanley.com,,Salesforce
10648037,,Thomas Renner,,,chad.renner@icadvisorgroup.com,,List Import
10952272,Inactive Investor,Garrett Melton,,Fidelity Brokerage Services LLC Las Vegas NV Private Residence,,,Salesforce
10645495,,Mohammad Ali,,,jali@williamblair.com,,List Import
10896682,Inactive Investor,Larry Partin,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,larry.partin@morganstanley.com,,Salesforce
10925237,Inactive Investor,Jennifer Aube,Financial Advisor,LPL Financial LLC Westminster MA 51 Main St,jennifer.aube@lplfinancial.com,,Salesforce
10839312,Inactive Investor,Jason Heller,,"Kestra Investment Services, LLC Latham NY 930 Albany Shaker Rd",,,Salesforce
211853,,Charlie Northrup,Authorized person,NeurSciences,charlie.northrup@neursciences.com,,Content
10894425,Inactive Investor,Dennis Deyoung,Branch Manager,"Western International Securities, Inc. Northridge CA 9301 Corbin Ave",ddeyoung@wisdirect.com,,Salesforce
10810600,Inactive Investor,Brett Thom,Financial Advisor,"Ameriprise Financial Services, LLC De Pere WI 721 Main Ave",,,Salesforce
10845575,Inactive Investor,Tasha Coconis,,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",tasha.coconis@equitable.com,,Salesforce
9879851,,Stephen Wood,,,wood7932@hotmail.com,,Web Form Fillout
10868709,Inactive Investor,Mark Epp,,"Concourse Financial Group Securities, Inc. Shreveport LA 864 Olive St",mark.epp@concoursefinancial.com,,Salesforce
10765937,Inactive Investor,Maria Tarazona,Financial Advisor;International Client Advisor;Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,consuelo.tarazona@morganstanley.com,,Salesforce
10813779,Inactive Investor,Todd Smith,Financial Advisor,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",todd.smith@equitable.com,,Salesforce
10990493,Inactive Investor,Michael Bier,,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,,,Salesforce
9543569,,Debra Connelly,,,debraconnelly61@yahoo.com,,List import
10788044,Inactive Investor,Sonya Oliver,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,sonya.oliver@jpmorgan.com,,Salesforce
10936085,Inactive Investor,Jessica Long,Financial Advisor,Edward Jones Kansas City KS 10207 Leavenworth Rd,jessica.long-bond@edwardjones.com,,Salesforce
9624068,,Richard Brown,,,rbrown@savantcapital.com,,List import
11009531,Inactive Investor,Gengqian Cai,,"Transamerica Financial Advisors, Inc Malvern PA 101 Lindenwood Dr",gengqian.cai@tfaconnect.com,,Salesforce
11163683,Inactive Investor,An Nguyen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sunnyvale CA 921 E Arques Ave",,,Salesforce
10776971,Inactive Investor,Troy Allen,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Grand Rapids MI 4300 Cascade Rd SE",troy.allen@schwab.com,,Salesforce
336283,,Robert Glus,Director,Conrad Siegel Investment Advisors,robertglus@conradsiegel.com,717-652-5633,Manual List Upload
9627563,,Sheraz Khan,,,sheraz19850@hotmail.com,,List import
10839120,Inactive Investor,Lance Curry,Financial Advisor,Edward Jones Marysville WA 815 State Ave,lance.curry@edwardjones.com,,Salesforce
10913743,Inactive Investor,Anthony Boxler,,Vanguard Marketing Corporation,anthony_boxler@vanguard.com,,Salesforce
128478,,Eric Bressman,,Integrated Wealth Concepts Llc,eric.bressman@lpl.com,,
9645594,,stanley li,,,stanley.lee.nightcrawler@gmail.com,,List import
10443429,,Mung Pi,,,lsmungpi@gmail.com,,Web Form Fillout
10828691,Inactive Investor,William Collins,Financial Advisor,Edward Jones Tupelo MS 106 E Main St,scott.collins@edwardjones.com,,Salesforce
10953192,Inactive Investor,Michael Trent,Chief Technology Officer;Partner,Vestia Personal Wealth Advisors,mtrent@vestia.com,,Salesforce
341832,,Rainer Orth,Portfolio Manager,Imara Asset Management Limited,rainer.orth@imara.com, -31493,Manual List Upload
9624566,,Robert Kehl,,,rtkhealth@gmail.com,,List import
11027974,Inactive Investor,Dorian Carbunari,,Commonwealth Financial Network,dcarbunari@commonwealth.com,,Salesforce
11019966,Inactive Investor,Zanette Sexton,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,zlsexton@ft.newyorklife.com,,Salesforce
11003305,Inactive Investor,Mercy Maina,Financial Professional,"Equitable Advisors, LLC Sacramento CA 1601 Response Rd",mercy.maina@equitable.com,,Salesforce
10804547,Inactive Investor,Melissa Jacobsen,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",melissa.jacobsen@ml.com,,Salesforce
10780169,Inactive Investor,William Keeth,Financial Advisor;Senior Vice President,Morgan Stanley Alexandria VA 333 John Carlyle St,william.keeth@morganstanley.com,,Salesforce
11105064,Inactive Investor,Alexander Scanga,,"Citizens Securities, Inc. Woburn MA 6 Russell St",alexander.scanga@citizensbank.com,,Salesforce
10890762,Inactive Investor,Zak Irizarry,,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",,,Salesforce
10657488,,Robert Kelley,,,robert.kelley@countryfinancial.com,,List Import
9569079,,William Lee,,,wleebr@yahoo.com.br,,List import
10763869,Inactive Investor,Michael Manno,Investment Broker,"World Equity Group, Inc.",mmanno@weg1.com,,Salesforce
224991,,Jonathan Chandler,,[Unknown],jonathan.chandler929@gmail.com,,Direct
11088620,Inactive Investor,Logan Demaa,Associate Representative,Thrivent Investment Management Inc. Fond Du Lac WI 443 N Pioneer Rd,logan.demaa@thrivent.com,,Salesforce
10486792,,Cristina Montenegro,Financial Advisor,Edward Jones,cristina.montenegro@edwardjones.com,,List Import
10722767,,"Victor Gon,alez",,,vicmagona@gmail.com,,Web Form Fillout
9544493,,William Smith,,,184639029@qq.com,,List import
10944349,Inactive Investor,Sergio Montoya,,PFS Investments Inc. Rockaway NJ 101 Round Hill Dr,sergio.montoya@primerica.com,,Salesforce
9554617,,Ryan Stevenson,,,ryan.stevenson@53.com,,List import
10997735,Inactive Investor,Stephen Clevenger,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Decatur IL 2884 N Monroe St",stephen.clevenger@benjaminfedwards.com,,Salesforce
10760845,Inactive Investor,Douglas Wright,,"The Investment Center, Inc. Bedminster NJ 1420 US Hwy 206",dwright@investmentctr.com,,Salesforce
11193585,Inactive Investor,Alexander Bellaus,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,alexander.bellaus@evercore.com,,Salesforce
10818508,Inactive Investor,Patrick McCabe,Financial Advisor,Edward Jones Athens GA 790A Gaines School Rd,patrick.mccabe@edwardjones.com,,Salesforce
11013873,Inactive Investor,Carlos Clovek,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
11166161,Inactive Investor,Joshua Monson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
350080,,James Werner,"Managing Member, Partner, Regulatory Contact, Wealth Advisor",Mercer Global Advisors Inc.,jwerner@merceradvisors.com,512-626-8100,
11083383,Inactive Investor,Norman Speight,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
11120240,Inactive Investor,Joanne Burks,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,Avondale Wealth Management LLC,joanne@avondalewealth.com,,Salesforce
10489798,,Mark Robinson,"Chief Compliance Officer, Chief Investment Officer, President","The Watchman Group, Inc.",mark@watchmangroup.com,469-241-0122,List import
10956828,Inactive Investor,Graham Irving,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Principal,"Desert Capital Advisors, LLC",graham@desertcapitaladvisors.com,,Salesforce
11039493,Inactive Investor,Mark Chao,,"VESTECH Securities, Inc.",mchao@e-vestech.com,,Salesforce
9618283,,Zach Bergenfeld,,,zbergenfeld@aicap.com,,List import
10981545,Inactive Investor,Maxwell Luria,,Emerson Equity LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
11141794,Inactive Investor,Kevin Day,,Cetera Investment Services LLC Pittsburgh PA 12 Federal St,,,Salesforce
10787100,Inactive Investor,Fernando Losada,,Oppenheimer & Co. Inc.,fernando.losada@opco.com,,Salesforce
11202461,Inactive Investor,Brian Cole,Division Leader,PFS Investments Inc. Overland Park KS 8500 W 110th St,brian.cole@primerica.com,,Salesforce
10793886,Inactive Investor,Tammy Hafner,,Cetera Advisors LLC Cincinnati OH 10250 Alliance Rd,,,Salesforce
10937228,Inactive Investor,Grant Stiles,Chief Compliance Officer;Chief Investment Officer,"Rise Retirement, LLC",grant@riseconsultingus.com,,Salesforce
10899138,Inactive Investor,Brian Beggs,Associate Financial Advisor,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",brian.beggs@wellsfargoadvisors.com,,Salesforce
9544211,,Roxanne Ramirez,,,roxanneramirez156@mail.com,,List import
11074793,Inactive Investor,Charles Reagle,Vice President;Wealth Management Advisor,"GSB Wealth Management, LLC Guilford CT 2614 Boston Post Rd",,,Salesforce
11186446,Inactive Investor,John Scott,,"Osaic Wealth, Inc. Cherry Hill NJ 1040 Kings Hwy N",,,Salesforce
10979250,Inactive Investor,Craig Fishel,Financial Advisor,"RFG Advisory, LLC Cuyahoga Falls OH 122 Broad Blvd",cfishel@rfgadvisory.com,,Salesforce
199803,,Javier Sempere,,[Unknown],javisempere@gmail.com,,
10949683,Inactive Investor,Jaime Garcia,,Cetera Financial Specialists LLC Cypress CA 6101 Ball Rd,,,Salesforce
10917521,Inactive Investor,Viktoria Bendikova,Client Service Coordinator,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",viktoria.bendikova@ampf.com,,Salesforce
10888199,Inactive Investor,Robert Briscoe,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Edmond OK Private Residence",robert.briscoe@prudential.com,,Salesforce
9610098,,Ki Meh,,,kian.mehr92@gmail.com,,List import
10728643,,LIUBIN XU,,,84714753@qq.com,,Web Form Fillout
11220839,,Robert Varriano,,,robert@clarfeld.com,,List import
10774369,Inactive Investor,Brian Hafley,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brian.a.hafley@jpmorgan.com,,Salesforce
11185032,Inactive Investor,Jordan Hoffman,Senior Wealth Specialist;Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9560930,,Mags -,,,audiew@msn.com,,List import
9646345,,Pedro Rosario Santos,,,kfixes@gmail.com,,List import
9592325,,NICOLAS CHAMPRENAULT,,,nchamprenault@gmail.com,,List import
9573008,,John Ohlmuller,,,john.ohlmuller@citadel.com,,List import
10644510,,Matthew Parker,,,matthew.k.parker@jpmorgan.com,,List Import
9585120,,Frank Kirksey,,,drkirksey@aristotle.net,,List import
10881517,Inactive Investor,Joy Beatrice-Cody,,LPL Financial LLC Southington CT 1 Center St,joy.beatricecody@lpl.com,,Salesforce
11039842,Inactive Investor,Martha Kistler,,Emerson Equity LLC Hollister CA Private Residence,mkistler@emersonequity.com,,Salesforce
9614637,,santosh vasudev,,,santo_7_99@yahoo.com,,List import
11236938,Inactive Investor,Christine Ely,Investment Advisor Representative;Portfolio Manager,"Shadowridge Asset Management, LLC Desoto TX Private Residence",christine@shadowridgeinvest.com,,Salesforce
11207560,Inactive Investor,Nicholas Grubb,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,nicholas.s.grubb@morganstanley.com,,Salesforce
10768222,Inactive Investor,Paul Ippolito,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,paul.e.ippolito@jpmorgan.com,,Salesforce
11081794,Inactive Investor,Philip Catalan,Wealth Relationship Manager,Citigroup Global Markets Inc. Palo Alto CA 250 University Ave,,,Salesforce
10816630,Inactive Investor,Mary Collins,Financial Advisor,Perennial Financial Services Fresno CA 5260 N Palm Ave,,,Salesforce
9609779,,lin cheung,,,lin.cheung@p95g.com,,List import
10902015,Inactive Investor,Martha Morrison,,Thrivent Investment Management Inc. Mantorville MN 508 Clay St,martha.vrieze@thrivent.com,,Salesforce
11111870,Inactive Investor,Hernan Teran,Associate Personal Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
10972412,Inactive Investor,Andrew Cherrick,,"Stifel, Nicolaus & Company, Incorporated Miami FL 1001 Brickell Bay Dr",,,Salesforce
1003125,Inactive Investor,Mehmet Budak,,Bessley Capital,mbudak@bessleycap.com,,3rd Party Lead Gen
11178761,Inactive Investor,Christine Hall,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
10885128,Inactive Investor,Nicholas Caron,,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,nicholas.caron@citi.com,,Salesforce
9587669,,Joshua Strittmatter,,,josh@strittmatterwealth.com,,List import
49666,,Kevin Hiller,"Financial Advisor, Vice President","Penn Investment Advisors, Inc.",khiller@pennadvisors.com,800-626-1027,
11022575,Inactive Investor,Mark McGruder,,"BOK Financial Securities, Inc. Richardson TX 333 W Campbell Rd",,,Salesforce
11125188,Inactive Investor,Demetrus Ezell,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11176261,Inactive Investor,Thomas Smith,,PFS Investments Inc. Hollywood FL 3349 N University Dr,,,Salesforce
10923886,Inactive Investor,Michael Nestman,Chief Compliance Officer;Managing Director;Partner,West Ridge Advisors,michael@westridgeadvisors.com,,Salesforce
10881749,Inactive Investor,David Pentek,Investment Executive,"Gateway Wealth Partners, LLC Appleton WI 1500 N Casaloma Dr",dpentek@mygfpartner.com,,Salesforce
9547553,,Noah Khamliche,,,noahkhamliche97@gmail.com,,List import
146312,,Krzysztof Malek,,[Unknown],zxczzx.malek@gmail.com,,
10644426,,Randall Maguire,,,rmaguire@regalsecurities.com,,List Import
10851936,Inactive Investor,Timothy Davis,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,davist@ft.newyorklife.com,,Salesforce
11203222,Inactive Investor,Julie Hirota,Chief Financial Officer,INTEGRAL Financial Management Inc,julie@ehrudd.com,,Salesforce
11124526,Inactive Investor,Joy Laforce,,"Allstate Financial Services, LLC Maryville TN 525 W Lamar Alexander Pkwy",,,Salesforce
10961777,Inactive Investor,Carlo Ochipinti,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,cochipinti@primerica.com,,Salesforce
10961563,Inactive Investor,Shelby Stark,,Edward Jones Spring TX 8320 Louetta Rd,,,Salesforce
1001732,Inactive Investor,Jim Jenkins,Executive Vice President & CFO,Esko Inc.,jjenkins@eskopb.com, +1 561 833 4211,Database Upload
10957211,Inactive Investor,Christopher Jones,,"Silver Oak Securities, Incorporated Brentwood TN 205 Powell Pl",,,Salesforce
10999696,Inactive Investor,Magdalena Lacek,,LPL Financial LLC Homer Glen IL 12747 W 143rd St,magdalena.lacek@lpl.com,,Salesforce
4435977,,Artur Lane,,,artur@gml.com,,Web Form Fillout
10824476,Inactive Investor,Richard Hart,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,ghart@rwbaird.com,,Salesforce
10489519,,Nicholas Thomas,,Commonwealth Financial Network Plano TX 6860 Dallas Pkwy,nthomas@commonwealth.com,,List Import
370720,,Rick Troese,,[Unknown],rick@troeseassoc.com,,Salesforce
10612456,,William Magenheimer,Financial Advisor,,william.magenheimer@oasecurities.com,,List Import
10893868,Inactive Investor,Pal Yang,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11042676,Inactive Investor,Paul Jungquist,Senior Portfolio Manager;Senior Vice President;Vice President,"Sit Fixed Income Advisors II, LLC",jungquist@sitinvest.com,,Salesforce
10946823,Inactive Investor,Jason Jones,Premier Banker,"Wells Fargo Clearing Services, LLC Murrieta CA 41232 Murrieta Hot Springs Rd",jason.d.jones2@wellsfargo.com,,Salesforce
332372,,eddy stwaerd,,[Unknown],stwa1989@gmail.coms,,
10790626,Inactive Investor,Patricia Yamada,Portfolio Associate;Senior Registered Associate,Morgan Stanley Irvine CA 1901 Main St,patricia.yamada@morganstanley.com,,Salesforce
10863022,Inactive Investor,Gretchen Cole,Co-Founder;Director - Client Service;Member;Regulatory Contact,Pearl Wealth LLC,gretchen@pearlwealthllc.com,,Salesforce
11207987,Inactive Investor,Peter Baden,Financial Advisor;Senior Portfolio Strategist,"Crew Capital Management, Ltd. Cincinnati OH 700 Walnut St",pbaden@crewcapital.com,,Salesforce
10862620,Inactive Investor,Dale Brummer,,NYLIFE Securities LLC Dodge City KS Private Residence,dbrummer@ft.newyorklife.com,,Salesforce
9553405,,Andrew Karshis,,,andrew.karshis@comcast.net,,List import
10985761,Inactive Investor,Jenny Hernandez Garzon,,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",,,Salesforce
11192040,Inactive Investor,James Barrette,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,james.barrette@fidelity.com,,Salesforce
10926153,Inactive Investor,Ian Burks,Financial Advisor,Edward Jones Hammond LA 1305 Derek Dr,ian.burks@edwardjones.com,,Salesforce
229398,, -,,[[Unknown]],ditty00025us@yahoo.com,,
11185980,Inactive Investor,Nathaniel Romero,Branch Manager,"Wells Fargo Clearing Services, LLC Boca Raton FL 3005 Yamato Rd",,,Salesforce
9582439,,Mickey Kim,,,mickey@kirrmar.com,,List import
9581477,,Charles Mcqueen,,,cmcqueen@m-f-a.com,,List import
11078619,Inactive Investor,Julie Kash,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",julie_kash@ml.com,,Salesforce
11228692,Inactive Investor,Krista Whelan,,J.P. Morgan Securities LLC Indianapolis IN 2302 Cunningham Rd,krista.whelan@jpmorgan.com,,Salesforce
10949195,Inactive Investor,Kimberly Harris,,"Clear Creek Financial Management, LLC Meridian ID 1739 S Jade Way",,,Salesforce
11079449,Inactive Investor,Troy Davidson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",troy.davidson@schwab.com,,Salesforce
9632698,,Icli Zitella,,,iclizit@yahoo.com,,List import
11125237,Inactive Investor,Thomas Kirkland,,PFS Investments Inc. Lisle IL 4736 Main St,thomas.kirkland@primerica.com,,Salesforce
9541998,,Bri Wo,,,x@yahpp.com,,List import
11064631,Inactive Investor,Gwen O'Connor,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",gwen.oconnor@schwab.com,,Salesforce
8480448,,Lawrence Serrano,,VALIC Financial Advisors,lawrence.serrano@aig.com,,List Import
10817511,Inactive Investor,Dennis Gogarty,Chief Compliance Officer;Co-Founder;Managing Member;President;Principal,Raffa Investment Advisers,,,Salesforce
11139527,Inactive Investor,Michael Schlachter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9595499,,Jeff Bardini,,,jbardini@bakerstreetadvisors.com,,List Import
10779319,Inactive Investor,David Andreadis,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Washington DC 1501 K St NW,david.andreadis@ubs.com,,Salesforce
11217339,,Dirk Dixon,,,dirk.m.dixon@lpl.com,,Other
10840285,Inactive Investor,Curtis Fay,,Cetera Advisor Networks LLC Muncy PA 191 Chad Rd,,,Salesforce
10881512,Inactive Investor,Bryan Kuskie,,"Cambridge Investment Research, Inc. Clarksburg MD Private Residence",,,Salesforce
10869142,Inactive Investor,Geoffrey Thornett,,"Keel Point Capital, LLC McLean VA 8405 Greensboro Dr",mthornett@keelpoint.com,,Salesforce
11033859,Inactive Investor,Brandon Justus,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",brandon.justus@ml.com,,Salesforce
11038472,Inactive Investor,Kathryn Bard,,Ally Invest Securities LLC,,,Salesforce
10903129,Inactive Investor,Angela Davis,,"FBL Marketing Services, LLC Ainsworth NE 312 N Main St",angela.davis@fbfs.com,,Salesforce
10769153,Inactive Investor,Matthew Schuster,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",matthew.schuster@nm.com,,Salesforce
11141129,Inactive Investor,Martin Rosengarten,Financial Advisor;Financial Planning Specialist;Second Vice President;Senior Investment Management Consultant,Morgan Stanley New York NY 399 Park Ave,martin.rosengarten@morganstanley.com,,Salesforce
124336,,Brian King,Elected Manager,"Plancorp, Llc",bking@plancorp.com,(636) 532-7824,
11080224,Inactive Investor,David Balmer,Financial Advisor,Edward Jones Anchorage AK Private Residence,david.balmer@edwardjones.com,,Salesforce
9554327,,Deepak Agarwal,,,dka@sayajigroup.in,,List import
10791590,Inactive Investor,Gregory Whelan,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,greg.whelan@fmr.com,,Salesforce
10874085,Inactive Investor,Daniel Pape,,PFS Investments Inc. Urbandale IA 3220 100th St,daniel.pape@primerica.com,,Salesforce
11039453,Inactive Investor,Jettus Memmer,,"Allstate Financial Services, LLC Santa Rosa CA 4623 Sonoma Hwy",jettusmemmer@allstate.com,,Salesforce
11139501,Inactive Investor,Lauren Gershon,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,lauren.gershon@fmr.com,,Salesforce
11174328,Inactive Investor,Scott Macartney,Investment Advisor Representative;Vice President,"Martin Nelson & Co., Inc.",smacartney@martinnelsonco.com,,Salesforce
11128721,Inactive Investor,Darrick Hoag,Financial Advisor;Managing Director - Investments;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",rick.hoag@wellsfargo.com,,Salesforce
10814349,Inactive Investor,Bich Ngo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",van_ngo@ml.com,,Salesforce
7124199,,Allayor Nurbekov,,Nurbekov Allayor,samsamgasi94@gmail.com,(893) 291-6446,Web Form Fillout
10829328,Inactive Investor,John Hallberg,,"Allstate Financial Services, LLC Chicago IL 3105 W 111th St",jackhallberg@allstate.com,,Salesforce
11078889,Inactive Investor,Jodi Schmidt,,Country Capital Management Company Bismarck ND 1142 W Turnpike Ave,jodi.wilkens@countryfinancial.com,,Salesforce
11172025,Inactive Investor,Timothy White,,B. Riley Wealth Management Brighton MI 440 W Main St,twhite@wundernet.com,,Salesforce
9628746,,Scott Bechler,,,tscottbechler@gmail.com,,List import
11153856,Inactive Investor,Jennifer Yang,Private Client Advisor,J.P. Morgan Securities LLC Portland OR 4732 NW Bethany Blvd,jennifer.y.liu1@jpmorgan.com,,Salesforce
70448,,Diana Stemm,CCO,"Impala Asset Management, Llc",dstemm@impalafunds.com,203-972-4100,Manual List Upload
11204632,Inactive Investor,Anitha Rao,Co-Founder;Vice President;Wealth Manager,"Financial Architects, LLC",anitha@financialarchitectsllc.com,,Salesforce
11068392,Inactive Investor,Daniel Sayfie,Financial Consultant,"Equitable Advisors, LLC Grand Rapids MI 3501 Lake Eastbrook Blvd SE",daniel.sayfie@equitable.com,,Salesforce
10957092,Inactive Investor,Candice Gladney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",candice.gladney@ml.com,,Salesforce
10881588,Inactive Investor,Daniel Hamilton,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",daniel.h.hamilton@nm.com,,Salesforce
9628773,,E Xample,,,email@exmaple.com,,List import
9590036,,David Savoian,,,dsavoian@gmail.com,,List import
11103216,Inactive Investor,Dennis Kitchen,Private Client Advisor,J.P. Morgan Securities LLC Lexington KY 201 E Main St,dennis.b.kitchen@jpmorgan.com,,Salesforce
11172223,Inactive Investor,Conor Mullan,Chief Compliance Officer;Executive Vice President;General Counsel,Clark Capital Management Group Inc Philadelphia PA 1650 Market St,cmullan@ccmg.com,,Salesforce
335182,,Tracey Corta,Member,Naarden Wealth Management,tcorta@naardenfinancial.com,208-232-5471,Manual List Upload
11075915,Inactive Investor,Matthew Obrien,President,Obrien Greene & Co Inc,,,Salesforce
370686,,Richard Forconi,,United States,richard_forconi@us.aflac.com,,Salesforce
11058038,Inactive Investor,Adrienne Platou,Financial Advisor;Wealth Advisory Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,adrienne.emick@morganstanley.com,,Salesforce
11182531,Inactive Investor,David Kelley,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Red Lodge MT Private Residence",david.kelley@rbc.com,,Salesforce
10850306,Inactive Investor,Mark Gladding,,Country Capital Management Company Paris IL 802 N Main St,m.gladding@countryfinancial.com,,Salesforce
11063442,Inactive Investor,Thomas Carpenter,Director;Owner;President,"Cantebury Capital, Inc.",tom@canteburycapital.com,,Salesforce
10951285,Inactive Investor,Timothy Hodnett,,"Pensionmark Securities, LLC Lehi UT 149 N 1200 E",,,Salesforce
11000868,Inactive Investor,Jessie Duong,,"Transamerica Financial Advisors, Inc Las Vegas NV 7390 W Sahara Ave",jessie.duong@tfaconnect.com,,Salesforce
10816795,Inactive Investor,Braden Persch,,Morgan Stanley Sandy UT 200 W Civic Center Dr,braden.persch@morganstanley.com,,Salesforce
11080645,Inactive Investor,Bethany Mullen,Financial Planner,"Equitable Advisors, LLC Naperville IL Private Residence",,,Salesforce
351814,,Gina Jones,Vice President And Financial Crime Officer,"Equitable Advisors, Llc",gina.jones@axa-equitable.com,212-314-4600,Manual List Upload
11260540,Inactive Investor,Andrew Woods,Advisor,Commonwealth Financial Network Jacksonville FL 7077 Bonneval Rd,,,Salesforce
11101143,Inactive Investor,Daniel Payne,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",daniel.payne2@ml.com,,Salesforce
10846837,Inactive Investor,Brian Latorre,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Torrance CA 21370 Hawthorne Blvd",brian.latorre@schwab.com,,Salesforce
10994049,Inactive Investor,Brittani Neff,,"World Equity Group, Inc. Saint Louis MO 50 Randelay Dr",brittanineff@weg1.com,,Salesforce
352213,,Jane Macdonald,Financial Planner,"Trustcore Financial Services, Llc",jane.macdonald@trustcore.com,615-377-1177,Manual List Upload
40209,,Paul Paxton,"Branch Manager, Investment Advisor Representative","Transamerica Financial Advisors, Inc",paul.paxton@transamerica.com,801-592-0057,
11184216,Inactive Investor,Kyler Valecko,,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",,,Salesforce
10615132,,George Wojcik,Financial Advisor,,george.wojcik@morganstanley.com,,List Import
11069807,Inactive Investor,Matthew Rupley,,Commonwealth Financial Network Waltham MA 303 Wyman St,mrupley@cfnmail.com,,Salesforce
10777160,Inactive Investor,Paul Uhrynowski,,Morgan Stanley New York NY 1585 Broadway,paul.uhrynowski@morganstanley.com,,Salesforce
158080,,Paul Sraow,,[Unknown],paulsraow@gmail.com,,
10895614,Inactive Investor,Miderve Germain,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",miderve.thermidor@nm.com,,Salesforce
10825808,Inactive Investor,Brent Gisiner,,"R.M. Stark & Co., Inc. Chicago IL 141 W Jackson Blvd",bgisiner@rmstark.com,,Salesforce
10960955,Inactive Investor,John Butler,Financial Advisor,Edward Jones Corinth MS 413 Cruise St,andy.butler@edwardjones.com,,Salesforce
9560241,,Marco Aldana,,,bogotainvestors@gmail.com,,List import
10940879,Inactive Investor,Natalia Tatishvili,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 247 E 86th St",natalia.tatishvili@wellsfargo.com,,Salesforce
10491658,,Victor Robert Charles Rollman,,,victor.r@rollmanmanagement.com,,Web Form Fillout
11058258,Inactive Investor,Shivam Verma,,Goldman Sachs & Co.,,,Salesforce
11137664,Inactive Investor,Chad Holmes,Chief Compliance Officer;Owner,Formula Wealth,chad@formulawealth.com,,Salesforce
6281966,,da vid,,,toxicom301@cmeinbox.com,,Web Form Fillout
10900208,Inactive Investor,Paige Waldron,,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,paige.waldron@morganstanley.com,,Salesforce
10800087,Inactive Investor,Edward Miller,Managing Director - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,ted.miller@ubs.com,,Salesforce
9570008,,Troy Taylor,,,ttaylor@linscomb-williams.com,,List import
9621242,,Ankur Shukla,,,ankur14vicky@gmail.com,,List import
10901932,Inactive Investor,Matthew Lawler,Financial Advisor,"Osaic Wealth, Inc. South Sioux City NE 2024 Dakota Ave",,,Salesforce
10816289,Inactive Investor,Raymond Glynn,Financial Advisor,Edward Jones Irving TX 2300 Valley View Ln,ray.glynn@edwardjones.com,,Salesforce
10830172,Inactive Investor,Christine Yoon,,"Pruco Securities, LLC. Fort Lee NJ 400 Kelby St",christine.yoon@prudential.com,,Salesforce
11152267,Inactive Investor,Kelly Eichman,Paraplanner,"Ameriprise Financial Services, LLC De Pere WI 721 Main Ave",kelly.r.eichman@ampf.com,,Salesforce
11095997,Inactive Investor,John Bergquist,Investment Advisor Representative;President,"Elysium Wealth Management, LLC",,,Salesforce
11201830,Inactive Investor,Roberto Olivares,,PFS Investments Inc. Oxnard CA 3401 W 5th St,jucs3@primerica.com,,Salesforce
10877246,Inactive Investor,Kevin Cline,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10864532,Inactive Investor,Eric Reed,Branch Manager;Financial Advisor,LPL Financial LLC Alexandria LA 204 Pecan Park Ave,ericj.reed@lpl.com,,Salesforce
11085838,Inactive Investor,Richard Hudson,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,rshudson@ft.newyorklife.com,,Salesforce
10759081,Inactive Investor,Donna Doody,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",donna_doody@ml.com,,Salesforce
11112102,Inactive Investor,Susan Shook,Financial Professional,Money Concepts Capital Corp Saint Peters MO 5600 Mexico Rd,sshook@moneyconcepts.com,,Salesforce
10603829,,Jason Wood,"Co-Chief Investment Officer, Executive Vice President, Senior Portfolio Manager",Rothschild Capital Partners,jason@rothcap.com,212-931-5303,List Import
10827547,Inactive Investor,Robert Lynch,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Marco Island FL 928 N Collier Blvd,robert.lynch@morganstanley.com,,Salesforce
10943560,Inactive Investor,Connor Terry,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grayslake IL 957 E Belvidere Rd",connor.terry@ml.com,,Salesforce
11066061,Inactive Investor,Jeffrey Laster,First Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",jeffrey.laster@rbc.com,,Salesforce
230680,, -,,[[Unknown]],dk.royale@yahoo.com,,Organic Search
336733,,Laurence Schreiber,Member In The Investment Committee,Clarity Capital Kcps Ltd,lschreiber@claritycap.com,972-377-79000,Manual List Upload
11155821,Inactive Investor,Janiece Saunders,Associate Vice President,"Benjamin F. Edwards & Company, Inc. Hot Springs Village AR 4501 N Hwy 7",jan.saunders@benjaminfedwards.com,,Salesforce
11106475,Inactive Investor,Brittany Bieger,Wealth Management Associate,Morgan Stanley Rochester NY 300 Linden Oaks,brittany.bieger@morganstanley.com,,Salesforce
219640,,Carl Dec,,[Unknown],zealot_polars0y@icloud.com,,
11144500,Inactive Investor,Nana Wei,,Key Investment Services LLC Redmond WA 15110 NE 24th St,nana.wei@key.com,,Salesforce
10996064,Inactive Investor,Kianna Harris,,"Wells Fargo Clearing Services, LLC Memphis TN 3611 Hacks Cross Rd",,,Salesforce
10616118,,Eric Schneider,,,eric.schneider@ampf.com,,List Import
11154868,Inactive Investor,Todd Cook,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",todd.cook@wellsfargoadvisors.com,,Salesforce
10800847,Inactive Investor,Melissa Vinick,Principal,Marshfield Associates,melissav@marshfieldinc.com,,Salesforce
339998,,Adam Pederson,"Director, Business Consulting",Advisors Management Group Inc,adamp@amgteam.com,608-782-0200,Manual List Upload
10838015,Inactive Investor,Paul Busino,,"Berthel, Fisher & Company Financial Services, Inc. Suwanee GA 4411 Suwanee Dam Rd",,,Salesforce
9605467,,Thomas Coughlin,,,coughlin@chartwellip.com,,List import
10986223,Inactive Investor,Leo Thomas,,"Equitable Advisors, LLC Bradenton FL 3450 77th St W",leo.thomas@equitable.com,,Salesforce
10909895,Inactive Investor,Lawrence Lane,Chief Compliance Officer;Managing Member;President,L Squared Wealth Management,,,Salesforce
10987679,Inactive Investor,Renee Lindsay,,State Farm VP Management Corp. Mobile AL 2558 Old Shell Rd,,,Salesforce
11188503,Inactive Investor,Emily Brown,Practice Associate,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",emily.brown@ampf.com,,Salesforce
9643899,,Charlie Baubonis,,,cbaubonis@csstrading.com,,List import
10965983,Inactive Investor,Keith Salscheider,,LPL Financial LLC Bemidji MN 2800 Hannah Ave NW,keith.salscheider@lpl.com,,Salesforce
10868728,Inactive Investor,Kathleen Knapp,,"Next Financial Group, Inc. Largo FL 13964 106th Ave",,,Salesforce
11053324,Inactive Investor,John Bates,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",john.t.bates@ml.com,,Salesforce
10998503,Inactive Investor,Christopher Maloney,Regional Vice President,PFS Investments Inc. Mount Vernon NY 235 W 1st St,christopherj.maloney@primerica.com,,Salesforce
10896298,Inactive Investor,John Chu,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11050304,Inactive Investor,John McArthur,Chief Investment Officer;Senior Partner,Krilogy,,,Salesforce
10604483,,Frank Kulak,VP,"Moors & Cabot, Inc.",fkulak@moorscabot.com,800-426-0501,List Import
9716818,,nick prodromidis,,,nprodromidis@live.com,,Web form fillout
9640686,,kking10477@gmail.com King,,,kking10477@gmail.com,,List import
11006474,Inactive Investor,Frederick Bailey,,NYLIFE Securities LLC Marietta GA Private Residence,fdbailey@ft.newyorklife.com,,Salesforce
10647052,,Timothy Leggett,,,timothy.leggett@schwab.com,,List Import
11022566,Inactive Investor,Margaret Wright,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",margaret.c.wright@truist.com,,Salesforce
10993483,Inactive Investor,Matthew Foushee,,"Osaic Wealth, Inc. Raleigh NC 343 E Six Forks Rd",,,Salesforce
11205872,Inactive Investor,Abigail Orton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10970118,Inactive Investor,Delia Tyree,,Goldman Sachs & Co.,,,Salesforce
10816625,Inactive Investor,Timothy Hammett,Chief Compliance Officer;Founder;President,"Visionary Wealth Advisors, LLC",tim.hammett@vwa-llc.com,,Salesforce
8481000,,Yue W,,Cantor Fitzgerald,yw889988@gmail.com,,List Import
11260088,Inactive Investor,William Pence,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1901 6th Ave N",,,Salesforce
163444,,Raeshib Aggerwhil,,[Unknown],raeshib@gmail.com,,
11219698,,Timothy Lyons,,,tim.lyons@ceterais.com,,Other
10964991,Inactive Investor,Nicholas Volence,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 4501 W Lake Mary Blvd",,,Salesforce
11201201,Inactive Investor,De Huang,Financial Advisor;Portfolio Manager;Vice President,The J.O. Johnson Group Inc.,,,Salesforce
11142182,Inactive Investor,Alan Flowers,,"Northwestern Mutual Investment Services, LLC Champaign IL 301 N Neil St",alan.flowers@nm.com,,Salesforce
10862588,Inactive Investor,James Force,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 848 Islington St",james.j.force@ml.com,,Salesforce
10935064,Inactive Investor,Louis Stein,Financial Professional,"Pruco Securities, LLC. Overland Park KS 9900 W 109th St",louis.stein@prudential.com,,Salesforce
10930735,Inactive Investor,Christopher Acheson,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
11027140,Inactive Investor,Steven Moskalik,,PFS Investments Inc. Portage MI 1595 W Centre Ave,steven.moskalik@primerica.com,,Salesforce
11143656,Inactive Investor,Amy Smiedala,Registered Client Associate,D.A. Davidson & Co. Helena MT 40 W 14th St,asmiedala@dadco.com,,Salesforce
11035200,Inactive Investor,Laura Duff,Financial Advisor,Edward Jones Paducah KY 3235 Olivet Church Rd,laura.duff@edwardjones.com,,Salesforce
344398,,A Rzad,Managing Director H.G. Public Research,New York Life Investment Management Llc,amaury_rzad@nylim.com,212-576-7000,Manual List Upload
11233648,Inactive Investor,Thomas Eyers,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,thomas.eyers@fidelity.com,,Salesforce
10941635,Inactive Investor,Tyler Brooks,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
343834,,Sneha Das,Cheif Compliance Offier,Avendus Wealth Management Private Limited,sneha.das@avendus.com, -6480185,Manual List Upload
11055949,Inactive Investor,John Wilkinson,Chief Compliance Officer;Chief Executive Officer;Member;President,"Trinity Legacy Partners, LLC",trey.wilkinson@trinitylegacy.com,,Salesforce
10819146,Inactive Investor,Jansen Joehl,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",jansen.joehl@nm.com,,Salesforce
35449,,Thomas Dale,Corporate Secretary,Ballew Advisors Inc,td@sbcorp.com,800-879-4467,
11173410,Inactive Investor,Brian Kwiatkowski,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beachwood OH 511 Park Ave",brian.kwiatkowski@schwab.com,,Salesforce
11208720,Inactive Investor,Gerald Brown,,J.P. Morgan Securities LLC Oceanside CA 615 College Blvd,gerald.brown@jpmorgan.com,,Salesforce
10880472,Inactive Investor,Katherine Lust,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,klust@rwbaird.com,,Salesforce
9639527,,Maria Krupin,,,m_krupin@culinary.edu,,List import
228699,, -,,[[Unknown]],mrpwinters@aol.com,,
11012415,Inactive Investor,Jean-Luke Dubas,,Mutual of America Securities LLC Durham NC 4819 Emperor Blvd,jean-luke.dubas@mutualofamerica.com,,Salesforce
11031430,Inactive Investor,Avery Winningham,,HSBC Securities (USA) Inc.,,,Salesforce
10891442,Inactive Investor,Peter McDonald,Financial Advisor,"Equitable Advisors, LLC Noblesville IN 970 Logan St",david.mcdonald@equitable.com,,Salesforce
10982641,Inactive Investor,Helen Lee,Private Wealth Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",,,Salesforce
11082796,Inactive Investor,Kristin Prentice,,Cetera Investment Services LLC Atlanta GA 2300 Windy Ridge Pkwy SE,kristin.prentice@ceterais.com,,Salesforce
10918389,Inactive Investor,William Seago,,"Ameriprise Financial Services, LLC Fort Lauderdale FL 100 NE 3rd Ave",,,Salesforce
11135558,Inactive Investor,Jennifer Kristanto,Client Associate,"RBC Capital Markets, LLC Newport Beach CA 610 Newport Center Dr",jennifer.kristanto@rbc.com,,Salesforce
10897162,Inactive Investor,Anne Russo,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",anne.russo@ml.com,,Salesforce
230739,,Caglar -,,Caglar [[Unknown]],cagond@yahoo.com,,
9620821,,TIMOTHY WRUBEL,,,timmyw@gmail.com,,List import
11057526,Inactive Investor,Brent Moors,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11056628,Inactive Investor,Kimberly Hahn,,"Osaic Wealth, Inc. Pittsford NY 1159 Pittsford Victor Rd",,,Salesforce
10753524,Inactive Investor,Rick Kent,Chief Executive Officer;Founder,Merit Financial Advisors,rkent@meritfinancialadvisors.com,,Salesforce
11027001,Inactive Investor,Alicia Dunlap,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",alicia.c.dunlap@bofa.com,,Salesforce
10789546,Inactive Investor,Christopher Phillips,,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",chris.phillips2@wellsfargoadvisors.com,,Salesforce
10815393,Inactive Investor,Rebecca Gadus,Senior Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,rgadus@rwbaird.com,,Salesforce
10614154,,Robert Tudda,Financial Advisor,,robert.tudda@gmail.com,,List Import
11190121,Inactive Investor,Glenn Wilde,,"Bankers Life Securities, Inc. Columbia MO 1000 W Nifong Blvd",,,Salesforce
11058027,Inactive Investor,Ernest Whittle,,"Prudential Annuities Distributors, Inc",ernest.whittle@prudential.com,,Salesforce
11073887,Inactive Investor,Ryan Williams,Financial Advisor,Edward Jones Dallas TX 1722 Routh St,ryan.williams2@edwardjones.com,,Salesforce
10911644,Inactive Investor,Alexis Zuccaro,,"Osaic Wealth, Inc. Bloomfield Hills MI 300 E Long Lake Rd",,,Salesforce
10812730,Inactive Investor,Flora Champion-Thomas,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",flora.champion@wellsfargoadvisors.com,,Salesforce
10991834,Inactive Investor,Sabrina Cox,,Lombard Securities Incorporated Pulaski VA Private Residence,scox@golombard.com,,Salesforce
10921745,Inactive Investor,Jennifer Davis,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,,,Salesforce
11009440,Inactive Investor,Courtney Moore,,PFS Investments Inc. Richland WA 1321 Columbia Park Trl,,,Salesforce
7039486,,Ololade Adekola,,,Ololadeakeemomogbolahan@gmail.com,,Web form fillout
343832,,Tracey Hunter,"CCO, COO",Ardea Investment Management,tracey.hunter@ardea.com.au,612-999-47000,Manual List Upload
11086519,Inactive Investor,Elliot Boyd,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",elliot.boyd@nm.com,,Salesforce
9635057,,Davis Law,,,davislaw@brilliancecap.com,,List import
10946137,Inactive Investor,Ryan Ozog,Financial Advisor,Edward Jones Aptos CA 151 Aptos Village Way,ryan.ozog@edwardjones.com,,Salesforce
194297,,Max Haspel,"Managing Director, Principal, Senior Wealth Advisor","The Colony Group, LLC",mhaspel@thecolonygroup.com,631-539-7809,
9606829,,Tikayu P,,,tikayu@live.com,,List import
10825195,Inactive Investor,John Fish,,Thrivent Investment Management Inc. Stow OH 3922 Clock Pointe Trl,john.fish@thrivent.com,,Salesforce
345602,,Alex O'Brien,Senior Portfolio Analyst,"Main Street Investment Advisors, Llc",aobrien@mainstreetadv.com,847-480-7055,Manual List Upload
11020831,Inactive Investor,Robyn Nedeau,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10487718,,Stephen Valelly,Managing Director,XO Wealth Management,steve@xowealth.com,,List Import
9577187,,Scott Taylor,,,sjtaylorsr@financialguide.com,,List import
10958034,Inactive Investor,Matthew Svuba,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10756118,Inactive Investor,David Smith,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",dsmith88@ml.com,,Salesforce
9642511,,Helmut Uvalle,,,helmutuvalle10@gmail.com,,List import
11050689,Inactive Investor,Trystan Cleaver,Head - Operations;Regulatory Contact,Seek First Inc. San Diego CA Private Residence,trystan@seekfirstinc.com,,Salesforce
3231500,,Robert Hughes,,,roberthhughes@protonmail.com,9413770169,Web Form Fillout
10911786,Inactive Investor,Gregg Bowen,,LPL Financial LLC Rockford IL 423 Financial Ct,gregg.bowen@lpl.com,,Salesforce
10987441,Inactive Investor,Andrew Dieckman,,LPL Financial LLC Buffalo NY 1580 Hertel Ave,andrew.dieckman@lpl.com,,Salesforce
9584931,,Thomas Brady,,,tbrady@apexcreditpartners.com,,List import
248200,,Ericka Dom?nguez,Estudiante,UNMSM,ericka.leo.99@gmail.com,,Manual List Upload
11185515,Inactive Investor,Michael Tucker,,State Farm VP Management Corp. Richardson TX 1150 State St,,,Salesforce
11051772,Inactive Investor,Denise Mathews,,"Osaic Institutions, Inc. Ray MI 24070 30 Mile Rd",dmathews@infinexgroup.com,,Salesforce
11235661,Inactive Investor,Nelson Pereira,,Imprint Wealth LLC Naples FL 1016 Collier Center Way,nelson.pereira@imprintwealth.com,,Salesforce
10957748,Inactive Investor,Arif Karim,Senior Investment Analyst,"Ensemble Capital Management, LLC",arif@ensemblecapital.com,,Salesforce
10957725,Inactive Investor,Mojolaoluwa Bankole,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",,,Salesforce
10898500,Inactive Investor,Wan Choi,Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075A Hansen Way",,,Salesforce
11016226,Inactive Investor,Andrew Janusz,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",,,Salesforce
10755156,Inactive Investor,Michael Preston,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",michael.preston@nm.com,,Salesforce
11055864,Inactive Investor,Caitlin Gillie,,Morgan Stanley Richmond VA 901 E Byrd St,caitlin.gillie@morganstanley.com,,Salesforce
10662205,,Jill Gosz,,,jgosz@carsonwealth.com,,List Import
10488870,,Mervin Fatter,,"Equity Services, Inc. Plano TX 2608 Nighthawk Dr",mfatter@nlgroupmail.com,,List Import
5912001,,Bryant c Penigar,,,bryantp@yahoo.com,,Web Form Fillout
11098393,Inactive Investor,Sophiro Majeed,,"First Citizens Investor Services, Inc. Hickory NC 117 4th St NW",sophiro.majeed@firstcitizens.com,,Salesforce
10916155,Inactive Investor,David Wigginton,President,Glacier Investment Management,david@glacierinvestment.com,,Salesforce
11088801,Inactive Investor,Kori Bean,,"First Command Brokerage Services, Inc.",kbean@firstcommand.com,,Salesforce
11189287,Inactive Investor,Gerald Gilbertson,Investment Executive,"Fifth Third Securities, Inc. Mount Prospect IL 235 W Rand Rd",gerald.gilbertson@53.com,,Salesforce
10762173,Inactive Investor,Robert Gorelick,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",robert_gorelick@ml.com,,Salesforce
10875639,Inactive Investor,Tamara Schuler,Financial Advisor,"Ameriprise Financial Services, LLC Evansville IN 5401 Vogel Rd",tammy.schuler@ampf.com,,Salesforce
9549835,,cuqm -,,,cuqm83@yahoo.com,,List import
11083413,Inactive Investor,Laith Smith,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",laith.smith@nm.com,,Salesforce
9578691,,Michael Frascone,,,mfrascone@brinkercapital.com,,List import
11025713,Inactive Investor,Jordana Barnett,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",,,Salesforce
11001987,Inactive Investor,Homer Sepnio,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,hsepnio@primerica.com,,Salesforce
11024097,Inactive Investor,Jean-Claude Kadio,,PFS Investments Inc. Charlotte NC 1819 Charlotte Dr,jkadio@primerica.com,,Salesforce
9628800,,Omar Noorzad,,,omar.noorzad@gmail.com,,List import
373056,,Rishab Gadroo,,[Unknown],rishab.gadroo@gmail.com,,source
10868455,Inactive Investor,Mark Pulsoni,,PFS Investments Inc. Windham ME 48 Tandberg Trl,mark.pulsoni@primerica.com,,Salesforce
11034179,Inactive Investor,Aleedra Price Duncan,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",,,Salesforce
11184308,Inactive Investor,Richard Wolf,,Thrivent Investment Management Inc. Muskego WI W188S7820 Racine Ave,richard.wolf@thrivent.com,,Salesforce
11043832,Inactive Investor,Francheli Pena Martinez,,J.P. Morgan Securities LLC Lyndhurst NJ 301 Ridge Rd,francheli.n.pena@chase.com,,Salesforce
10489769,,Alex Stowe,"Chief Compliance Officer, Owner, President, Shareholder, Wealth Advisor","Stowe Financial Planning, L.L.C.",bob@stowefinancialplanning.com,972-733-9959,List import
10942821,Inactive Investor,Robert Ford,Financial Advisor,Commonwealth Financial Network Meridian MS 2340 N Hills St,rford@commonwealth.com,,Salesforce
11213594,Inactive Investor,Carol Brighton,Financial Advisor,The Huntington Investment Company Temperance MI 7405 Lewis Ave,carol.brighton@huntington.com,,Salesforce
10618031,,Matt Flynn,,,matthew.flynn@ceterainvestors.com,,List Import
372932,,Richard C Johnson,,[Unknown],lifeisrich@gmail.com,,source
11193731,Inactive Investor,Gregory Bennett,Financial Advisor,Edward Jones Queen Creek AZ 18471 E Queen Creek Rd,,,Salesforce
9582623,,Flávio Nunes,,,ff.tale@icloud.com,,List import
10901261,Inactive Investor,Melissa Swayne,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,melissa.swayne@fmr.com,,Salesforce
9570348,,Jeremy Baggett,,,jbaggett84@icloud.com,,List import
10995217,Inactive Investor,Suzanne Dwyer,,"Allstate Financial Services, LLC Wynnewood PA 50 E Wynnewood Rd",suzanne.dwyer@allstate.com,,Salesforce
11122361,Inactive Investor,John Gherardi,Director;Financial Advisor,UBS Financial Services Inc. Lafayette LA 900 E Saint Mary Blvd,john.gherardi@ubs.com,,Salesforce
344860,,Sam Duffey,"Director Of Brokerage Sales, Birmingham, Memphis Office","Ashford Advisors, Llc",samduffey@ashfordadvisors.net,585-697-0362,Manual List Upload
10954568,Inactive Investor,Katherine Knight,,Citigroup Global Markets Inc.,,,Salesforce
10812249,Inactive Investor,Jack Hill,,"Raymond James Financial Services, Inc. Oak Ridge TN 661B Emory Valley Rd",jack.hill@raymondjames.com,,Salesforce
335745,,Jay Beebe,,Creative Planning,jay.beebe@thinkingbeyond.com,913-338-2727,
11066601,Inactive Investor,Kenneth Guntkowski,,"Ameritas Investment Company, LLC Port Saint Lucie FL 1860 SW Fountainview Blvd",kguntkowski@ameritas.com,,Salesforce
11234731,Inactive Investor,Dawn May,Financial Advisor,Affiliated Financial Advisors Inc,dawnmay@affiliatedfa.com,,Salesforce
10809314,Inactive Investor,Donald Hagan,,Cetera Financial Specialists LLC Springfield MO 1609 S Enterprise Ave,donald.hagan@ceterafs.com,,Salesforce
9608543,,Tyler Swob,,,tylerswob@gmail.com,,List import
9557125,,Lindsay Reams,,,reams.lindsay@principal.com,,List import
216818,,Matthew DePont,,[Unknown],matthew.depont@aberdeenstandard.com,,Event
10825270,Inactive Investor,Jon Clark,Financial Advisor,Edward Jones Caldwell ID 504 N 10th Ave,jon.clark@edwardjones.com,,Salesforce
10790447,Inactive Investor,Karl Casper,Senior National Sales Director,PFS Investments Inc. Green Bay WI 1066 Mather St,karl.casper@primerica.com,,Salesforce
10799548,Inactive Investor,Gerard Kassouf,Chief Compliance Officer;Managing Director;Member,"Kassouf Wealth Advisors, LLC",gkassouf@kassouf.com,,Salesforce
10848167,Inactive Investor,Gregory Wolder,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Millburn NJ 350 Millburn Ave",gregory.wolder@schwab.com,,Salesforce
10455824,,Oleksandr Boiko,,,9245253@gmail.com,,Web Form Fillout
11148183,Inactive Investor,Steve Mankameyer,,"Regulus Financial Group, LLC Overland Park KS 12501 Antioch Rd",,,Salesforce
10842160,Inactive Investor,John Jutt,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11162360,Inactive Investor,Guillermo Saade,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",guillermo.saade@prudential.com,,Salesforce
213288,,Alberto Rizo,,[Unknown],albertorizo@yahoo.com,,source
11192658,Inactive Investor,Jay Timberlake,,"Raymond James Financial Services, Inc. Largo FL 10785 Seminole Blvd",jay.timberlake@raymondjames.com,,Salesforce
352080,,Greg Neal,Financial Representative,"Key Group Management, Inc.",gregoryn@keygroupwealth.com,480-477-5252,Manual List Upload
11064907,Inactive Investor,Cooper Pullin,Private Client Banker,J.P. Morgan Securities LLC Thousand Oaks CA 3960 E Thousand Oaks Blvd,cooper.pullin@jpmorgan.com,,Salesforce
352191,,James Ankerson,Business Development,Pemberton Capital Advisors Llp,james.ankerson@pembertonam.com,440-207-9939300,Manual List Upload
11078786,Inactive Investor,Jacob Banish,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Decatur GA 3819 N Decatur Rd",jacob.banish@ml.com,,Salesforce
10811888,Inactive Investor,Jason Meyer,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley San Antonio TX 7600 Broadway,jason.b.meyer@morganstanley.com,,Salesforce
10886878,Inactive Investor,Michael Asseng,Financial Services Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
11005820,Inactive Investor,Jorge Gonzalez,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,,,Salesforce
10903526,Inactive Investor,Karmen Kingsmore,Chief Compliance Officer;Managing Member;Wealth Management Advisor,"Kingsmore Wealth Management, LLC",,,Salesforce
11200397,Inactive Investor,David Cohen,Managing Director,Morgan Stanley Melbourne FL 8150 N Wickham Rd,david.a.cohen@morganstanley.com,,Salesforce
117506,,Elizabeth Granum,Senior Service Specialist,"Principal Securities, Inc.",granum.beth@principal.com,503-620-6260,
11144443,Inactive Investor,Dana Palasota Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",dana.palasota@wellsfargoadvisors.com,,Salesforce
9558525,,reza rohi,,,saeed.unknown.1998@gmail.com,,List import
11132708,Inactive Investor,John Hoke,Financial Advisor,LPL Financial LLC Saint Petersburg FL 2553 1st Ave N,john.hoke@lpl.com,,Salesforce
10970970,Inactive Investor,Logan Schrag,Financial Advisor,LPL Financial LLC Hutchinson KS 601 E 30th Ave,logan.schrag@lpl.com,,Salesforce
10785469,Inactive Investor,Braden Neff,,Goldman Sachs & Co.,braden.neff@gs.com,,Salesforce
11044169,Inactive Investor,Matthew Coon,Financial Advisor,Edward Jones Clinton IA 947 13th Ave N,matthew.coon@edwardjones.com,,Salesforce
11061903,Inactive Investor,Mark Littlefield,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,mark.littlefield@fidelity.com,,Salesforce
10772752,Inactive Investor,Justin McIntire,Senior Wealth Strategy Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,justin.mcintire@ubs.com,,Salesforce
9609844,,Muchlas Dharmawan,,,uttaamdt.game@gmail.com,,List import
9580908,,Serina Shores,,,serina.shores@huntington.com,,List import
11211340,Inactive Investor,Dennis Cody,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10867152,Inactive Investor,Joshua Schneirov,,Goldman Sachs & Co.,,,Salesforce
11194054,Inactive Investor,Juan Garcia,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jpgarcia@ft.newyorklife.com,,Salesforce
11070828,Inactive Investor,Jilian Rodriguez-Montano,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",jilian.rodriguez@ml.com,,Salesforce
11151239,Inactive Investor,Brian Birnbaum,Private Wealth Advisor;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,brian.birnbaum@morganstanley.com,,Salesforce
10875337,Inactive Investor,Dawnette Edgerton-Cameron,Financial Advisor,Edward Jones Edgewater MD 3169 Braverton St,edgertoncameron@edwardjones.com,,Salesforce
231803,,Clinton Mcwhite -,,Clinton Mcwhite [[Unknown]],mcwhiteclinton@yahoo.com,,Direct
9624235,,Sebastian Bose,,,sebastian.bose18@gmail.com,,List import
10525248,,Samuel Chakerian,,,samchakerian@gmail.com,,Web Form Fillout
349874,,Karen Frankino,Executive Assistant,"Tyler-stone Wealth Management, Llc",karen.frankino@lpl.com,216-295-0945,Manual List Upload
11186754,Inactive Investor,Madeline Egbert,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10857746,Inactive Investor,David Jenkins,Financial Advisor,"Ameriprise Financial Services, LLC Salinas CA 1611 Bunker Hill Way",david.jenkins@ampf.com,,Salesforce
10956505,Inactive Investor,Daniela Cardenas,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,daniela.cardenas@chase.com,,Salesforce
9541359,,Robert Drummond,,,robertsdrummond@gmail.com,,List import
10968486,Inactive Investor,Sandaru Jayanetti Koralalage,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10803544,Inactive Investor,Daniel Biederman,Executive Director;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Oxnard CA 300 E Esplanade Dr,daniel.biederman@morganstanley.com,,Salesforce
10958468,Inactive Investor,Denise Sargeant,,PFS Investments Inc. Brooklyn NY 710 Washington Ave,denise.sargeant@primerica.com,,Salesforce
11041769,Inactive Investor,Kim Fox,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",david.fox@wellsfargoadvisors.com,,Salesforce
11047853,Inactive Investor,Jeremy Burch,Financial Advisor;Managing Director - Investments,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",jeremy.burch@wellsfargoadvisors.com,,Salesforce
10941747,Inactive Investor,Nicholas Fazio,,"MML Investors Services, LLC",nfazio@massmutual.com,,Salesforce
10857658,Inactive Investor,Susan Marvin,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 17304 Preston Rd",susan.y.marvin@ampf.com,,Salesforce
9610057,,David De Bonis,,,daviddebo@gmail.com,,List import
11194298,Inactive Investor,Brian Smoot,Investment Advisor Representative,"Osaic Wealth, Inc. Dallas TX 8111 Preston Rd",,,Salesforce
11110064,Inactive Investor,Scott Choi,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",scott.choi@globalinkusa.com,,Salesforce
9552360,,Tyler Cantarano,,,tyler.cantarano@surveyor-capital.com,,List import
11153142,Inactive Investor,Jessica Ferrando,,Jefferies LLC,jferrando@jefferies.com,,Salesforce
11171904,Inactive Investor,John Gallagher,,Commonwealth Financial Network Harleysville PA 464 Main St,jgallagher@commonwealth.com,,Salesforce
11205302,Inactive Investor,Lisabeth Thiessen,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",lisabeth.thiessen@ml.com,,Salesforce
341322,,Joseph Tucci,Chairman,"Bridge Growth Partners, Llc",joseph.tucci@bridgegrowthpartners.com,212-560-1170,Manual List Upload
10819243,Inactive Investor,Donald Stanyon,,LPL Financial LLC Gloversville NY 149 N Main St,donald.stanyon@lpl.com,,Salesforce
9627787,,Alexander Gutierrez,,,alexander@indxx.com,,List import
344520,,Benjamin Rosenzweig,Member,Privet Fund Management Llc,brosenzweig@privetfund.com,404-419-2670,Manual List Upload
11200313,Inactive Investor,Jeremy Fawcett,Advisor,Cedrus LLC,jfawcett@cedrusfinancial.com,,Salesforce
11006857,Inactive Investor,Patrick Fross,,LPL Financial LLC The Villages FL 910 Old Camp Rd,patrick.fross@lpl.com,,Salesforce
11196139,Inactive Investor,Jeffrey Kenley,,LPL Financial LLC Saint Louis MO 12935 N 40 Dr,jeffrey.kenley@lpl.com,,Salesforce
11010764,Inactive Investor,Dharma Westphal,Vice President,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,dharmaannwestphal@primerica.com,,Salesforce
11081161,Inactive Investor,David Lopez,,"Osaic Wealth, Inc. Aliso Viejo CA 16A Journey",davidlopez@royalaa.com,,Salesforce
10969802,Inactive Investor,Richard Mansfield,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,richard.mansfield@fmr.com,,Salesforce
9597054,,Bob Jangro,,,bjangro@msn.com,,List import
9570297,,zheng li,,,475320365@qq.com,,List import
69346,,Adam Brinkman,Financial Associate,Thrivent Investment Management Inc.,adam.brinkman@thrivent.com,605-271-7671,
11057895,Inactive Investor,Donald Wilock,Financial Consultant,"Cadaret, Grant & Co., Inc. Schenectady NY 1581 Union St",dwilock@ae.cadaretgrant.com,,Salesforce
10945029,Inactive Investor,Patrick Fish,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",patrick.fish@ml.com,,Salesforce
10977098,Inactive Investor,Ian Ackerman,,"Northwestern Mutual Investment Services, LLC Naples FL 4851 Tamiami Trl N",ian.ackerman@nm.com,,Salesforce
9586128,,Thomas Scarbrough,,,thomas.scarbrough@fidelity.com,,List import
10806213,Inactive Investor,Jerrold Ganz,,"Packerland Brokerage Services, Inc. Green Bay WI 320 N Broadway",jerrold_ganz@packerlandbrokerage.com,,Salesforce
11206221,Inactive Investor,Jon Swanson,Chief Compliance Officer;Senior Vice President,"BOK Financial Securities, Inc.",jswanson@bokf.com,,Salesforce
11109455,Inactive Investor,Thomas Perez,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",thomas.perez@nm.com,,Salesforce
11123612,Inactive Investor,Jaret Tidwell,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jaret_tidwell@vanguard.com,,Salesforce
106933,,adam shaw,,New Mine,ibbyalkurd@gmail.com,,Other
10971111,Inactive Investor,Stephen Blazejewski,Financial Consultant,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",stephen.blazejewski@equitable.com,,Salesforce
11025847,Inactive Investor,Gabriel Flores Ruiz,Institutional Consultant,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9625942,,Rajesh Baweja,,,rajeshbaweja1612@gmail.com,,List import
10927840,Inactive Investor,Alexxus Payne,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9586917,,Jill Snyder,,,jsnyder@gwnsecurities.com,,List import
10765423,Inactive Investor,Chad Curry,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10780487,Inactive Investor,George Buza,Wealth Advisor,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,george.buza@jpmorgan.com,,Salesforce
349071,,Charles Kroll,Shareholder (common),Ellevest,ckroll@ellevest.com,844-355-7100,Manual List Upload
225715,, -,,[[Unknown]],burntgrape@protonmail.com,,Initial Salesforce Import
11163201,Inactive Investor,Matthew Buzzell,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",matthew.buzzell@rbc.com,,Salesforce
11096498,Inactive Investor,Rhona Liptzin,Member;Owner,Wank & Liptzin Advisory Services LLC,rliptzin@wankandliptzin.com,,Salesforce
10866981,Inactive Investor,Suzanne Montalbano,,J.P. Morgan Securities LLC New York NY 277 Park Ave,suzanne.montalbano@jpmorgan.com,,Salesforce
9549170,,Gregory Pavlich,,,gjpavlich@gmail.com,,List import
10772912,Inactive Investor,Roosevelt Hernton,Regional Vice President,PFS Investments Inc. Albuquerque NM 100 Sun Ave NE,roosevelt.hernton@primerica.com,,Salesforce
11228834,Inactive Investor,Wendy Miranda Bolanos,,J.P. Morgan Securities LLC Los Angeles CA 4333 Wilshire Blvd,wendy.miranda-bolanos@jpmorgan.com,,Salesforce
10851115,Inactive Investor,Kawika Lucas,,"Osaic Wealth, Inc. Honolulu HI 1001 Bishop St",klucas@royalaa.com,,Salesforce
11155575,Inactive Investor,Haylee Simpkins,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",haylee.simpkins@firstcitizens.com,,Salesforce
10943565,Inactive Investor,Franklin Ramirez,,"Wells Fargo Clearing Services, LLC New York NY 460 Broadway",,,Salesforce
11204352,Inactive Investor,Jesse Zaragoza,Financial Advisor,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",jesse.zaragoza@prudential.com,,Salesforce
11176824,Inactive Investor,Hae Jung Kim,Vice President,Citigroup Global Markets Inc.,,,Salesforce
10934124,Inactive Investor,Robert Magill,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,robert.magill@primerica.com,,Salesforce
11229581,Inactive Investor,Kyra Goyal,,Stephens Dallas TX 200 300 Crescent Ct,,,Salesforce
9561150,,Sam Jordan,,,sjordan@massmutual.com,,List import
10581872,,Muklis satria pratama Muklis,,,muklissatria05@gmail.com,,Web Form Fillout
11081071,Inactive Investor,Jessica Vanskiver,,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",jessica.vanskiver@raymondjames.com,,Salesforce
5889530,,Iop890 Qwe123,,,fvdhxydy@tfufivj.com,,Web form fillout
11126870,Inactive Investor,John Williams,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Richmond VA 919 E Main St",john.williams@rbc.com,,Salesforce
190275,,Dorian Vergos,,Dorian A Vergos & Co LLC,dav@vergos.com,917-992-0002,Content
9637274,,Pedram Shaerzadeh,,,prm.sh.us@gmail.com,,List import
9623648,,Janet Benitez,,,janetmbenitez@rhyta.com,,List import
10647921,,David Seufer,,,david@gravitaswealthplanning.com,,List Import
10614518,,Jang Lee,Financial Advisor,,jlee16@ft.newyorklife.com,,List Import
10596666,,Shawn Park,,,spark@calamos.com,,Web form fillout
335148,,Brian Ishihara,Owner,Mosaic Pacific Investment Advisors,brian@mosaicpacific.com,808-591-1200,Manual List Upload
10835887,Inactive Investor,Todd Rust,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",todd.rust@wellsfargoadvisors.com,,Salesforce
11122841,Inactive Investor,Tammy Macarthur,,LPL Financial LLC Tustin CA 14772 Plaza Dr,tammy.macarthur@lpl.com,,Salesforce
11144068,Inactive Investor,Adri Bleier,,LPL Financial LLC Pittsburgh PA 420 Fort Duquesne Blvd,adri.bleier@lpl.com,,Salesforce
11088039,Inactive Investor,Darcy Lindblom,,"Raymond James Financial Services, Inc. Erie CO 671 Mitchell Way",darcy.lindblom@raymondjames.com,,Salesforce
10754536,Inactive Investor,John Ridley,Managing Director,"Stifel, Nicolaus & Company, Incorporated Bowling Green KY 400 E Main Ave",john.ridley@stifel.com,,Salesforce
11231547,Inactive Investor,Kyle Trella,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10763329,Inactive Investor,Shane Walock,,"Wells Fargo Clearing Services, LLC Sauk Rapids MN 115 1st St S",shane.walock@wellsfargo.com,,Salesforce
9596335,,Gerald Goldberg,,,gerry@winslowasset.com,,List import
9542739,,Hoksellp Hoksel,,,biantoro@gmail.com,,List import
83444,,Kari Mruz,,United States,karimruz@gmail.com,,
10909266,Inactive Investor,William Lacey,,"U.S. Bancorp Investments, Inc. Oak Park IL 104 N Oak Park Ave",william.lacey@usbank.com,,Salesforce
9624308,,John Tran,,,investjdt@gmail.com,,List import
11163822,Inactive Investor,Karen Cotter,,"Hornor, Townsend & Kent, LLC",kcotter@htk.com,,Salesforce
11067391,Inactive Investor,Andrew Hernandez,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
11255018,Inactive Investor,Bradley Haverback,Financial Advisor;Member,Savant Wealth Management Cedar Rapids IA 221 3rd Ave SE,bhaverback@savantwealth.com,,Salesforce
11216788,,Kelly Camp,,,kelly.camp@edwardjones.com,,List Import
11199508,Inactive Investor,Ralph Metz,,"Spartan Capital Securities, LLC",rmetz@spartancapital.com,,Salesforce
171914,,Roger Kephart,,[Unknown],rogerkephart@gmail.com,,Organic Search
11039845,Inactive Investor,Raphael Aryeh,Chief Compliance Officer;General Partner,Raphael Aryeh and Associates,,,Salesforce
11170933,Inactive Investor,Randy Kirkpatrick,,LPL Financial LLC Clinton IA 1210 19th Ave NW,randy.kirkpatrick@lpl.com,,Salesforce
11074702,Inactive Investor,John Giacalone,,Intervest International Equities Corporation East Hanover NJ 383 Ridgedale Ave,jack.giacalone@intervestintl.com,,Salesforce
11057160,Inactive Investor,Derek Wagner,Client Service Specialist,"Ameriprise Financial Services, LLC Indianapolis IN 2900 E 96th St",derek.wagner@ampf.com,,Salesforce
10486649,,William Tenney,"Financial Advisor, Vice President - Investments","Wells Fargo Clearing Services, LLC",william.c.tenney@wellsfargoadvisors.com,,List Import
10858514,Inactive Investor,Maryann Barrett,Senior Private Client Assistant,Janney Montgomery Scott LLC Aiken SC 401 Park Ave SW,mbarrett@jmsonline.com,,Salesforce
9577903,,Bahar Hashemi,,,baharehhashemi135@yahoo.com,,List import
9609140,,Tim Meichtry,,,tim.meichtry@gmail.com,,List import
10928844,Inactive Investor,Jon Fletcher,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,jmfletcher@ft.newyorklife.com,,Salesforce
10870558,Inactive Investor,Joseluis Huerta,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",joseluis.huerta@schwab.com,,Salesforce
220828,,Philippos Theofanidis,,[Unknown],theofanidisphilipp@gmail.com,,source
10883462,Inactive Investor,Erin Wozniak,Wealth Management Advisor,Commonwealth Financial Network Southgate MI 13433 Reeck Ct,ewozniak@commonwealth.com,,Salesforce
11231755,Inactive Investor,Tracy Stephen,,Cetera Advisor Networks LLC Broomfield CO 6363 W 120th Ave,,,Salesforce
10853431,Inactive Investor,Andrew Biasin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9629070,,Antonio Flores,,,etilicmen@hotmail.com,,List import
11039348,Inactive Investor,Miriam Garcia,,Morgan Stanley San Diego CA 101 W Broadway,miriam.garcia@morganstanley.com,,Salesforce
10949070,Inactive Investor,Andrew Black,,J.P. Morgan Securities LLC Milford OH 1086 State Rte 28,,,Salesforce
10851809,Inactive Investor,Matthew Porter,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",matthew.porter@schwab.com,,Salesforce
11016094,Inactive Investor,Danielle Ross,,Development Corporation For Israel Livingston NJ Temporarily Unavailable,danielle.ross@israelbonds.com,,Salesforce
10811370,Inactive Investor,Thomas West,Director - Alternate Investments;Financial Advisor;First Vice President,Morgan Stanley Wichita KS 1617 N Waterfront Pkwy,thomas.west@morganstanley.com,,Salesforce
11219948,,Bradley Crain,,,bcrain@arvest.com,,Other
10980010,Inactive Investor,Angela Reilly,Support Associate,Thrivent Investment Management Inc. Lakewood CA 4010 Watson Plaza Dr,angela.reilly@thrivent.com,,Salesforce
10488899,,James Lagges,Investment Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jim.lagges@chase.com,,List Import
9613838,,James McClary,,,jim@mcclarytire.com,,List import
9645107,,Leon de Fleuriot,,,leon.defleuriot@gmail.com,,List import
11074643,Inactive Investor,Alan Achtel,Chief Compliance Officer;President;Principal Financial Officer;Principal Operations Officer,ACA/Prudent Investors Planning Corporation,,,Salesforce
11043184,Inactive Investor,Melanie Zeringue,,"Charles Schwab & Co., Inc. Lone Tree CO 9899 Schwab Way",melanie.varnell@schwab.com,,Salesforce
10818909,Inactive Investor,Brittany Cheney,Senior Vice President,"Wells Fargo Clearing Services, LLC Orchard Park NY 4370 S Taylor Rd",brittany.cheney@wellsfargoadvisors.com,,Salesforce
11178690,Inactive Investor,Luciano Gani,,Bradesco Investments Inc.,,,Salesforce
11176834,Inactive Investor,Sebert Lopez,,"Charles Schwab & Co., Inc.",,,Salesforce
9571017,,Christie Morse,,,cmorse@wearebig.com,,List import
11006832,Inactive Investor,Marine Petoyan,,"Farmers Financial Solutions, LLC La Crescenta CA 4121 Pennsylvania Ave",mpetoyan@farmersagent.com,,Salesforce
11111170,Inactive Investor,Everett Franks,Financial Advisor,Integrated Advisors Network LLC Columbia SC 6208 Garners Ferry Rd,,,Salesforce
11189830,Inactive Investor,Richard Rosbach,Branch Manager;Financial Advisor;First Vice President,Morgan Stanley Bellingham WA 2200 Rimland Dr,richard.rosbach@morganstanley.com,,Salesforce
9554881,,Robert Cosgrove,,,robert.cosgrove@fmr.com,,List import
10881132,Inactive Investor,Wilmington Games,Financial Advisor,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,wilmington.games@jpmorgan.com,,Salesforce
9558981,,Keith Brown,,,imkabgvs@gmail.com,,List import
10953356,Inactive Investor,Jisun Han,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,,,Salesforce
10799827,Inactive Investor,John Sullivan,Senior Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9568413,,Joseph D'Alessio,,,jdalessio@massmutual.com,,List import
123360,,Christopher Zander,"Chief Executive Officer, Partner, President","Evercore Wealth Management, LLC",zander@evercore.com, +1 212 822 7622,Manual List Upload
10801294,Inactive Investor,Adam Weiss,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",adam.a.weiss@wellsfargoadvisors.com,,Salesforce
346970,,Kurt Dudas,Limited Partner,E&e Advisors L.p.,kdudas@eellp.com,212-891-8600,Manual List Upload
11154241,Inactive Investor,Susana Romo Lozano,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,susana.romo-lozano@lpl.com,,Salesforce
10943675,Inactive Investor,Milton Puello-Molinares,,PFS Investments Inc. New York NY 1430 Broadway,mpuello@primerica.com,,Salesforce
11172384,Inactive Investor,Iris Ye,,J.P. Morgan Securities LLC Flushing NY 3536 154th St,iris.rw.ye@chase.com,,Salesforce
10657353,,Bernard Leuzzi,,,bleuzzi@financialguide.com,,List Import
10949196,Inactive Investor,Scott Debbs,,The Huntington Investment Company Clinton Township MI 41801 Garfield Rd,scott.debbs@huntington.com,,Salesforce
10951900,Inactive Investor,Samantha Johnson,,"Farmers Financial Solutions, LLC Las Vegas NV 2000 S Jones Blvd",,,Salesforce
10791944,Inactive Investor,Kevin Hargrove,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,kevin.hargrove2@fmr.com,,Salesforce
10954363,Inactive Investor,Beau Parker,,Kovack Securities Inc. Manalapan FL Private Residence,beau@kovacksecurities.com,,Salesforce
9596043,,Mike Goodrich,,,mike@goodrichfirm.com,,List import
9631779,,Rukky Akpovire,,,wizmarvellabel@gmail.com,,List import
11151042,Inactive Investor,Sandra Gontero,Chief Compliance Officer;Chief Executive Officer;Wealth Advisor,Epoch Wealth Management,sandra@epochwealthmanagement.com,,Salesforce
10761543,Inactive Investor,Daniel Emerson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,daniel.f.emerson@ubs.com,,Salesforce
233924,, -,,[[Unknown]],dksarkodie@hotmail.com,,
10759364,Inactive Investor,Marcia Bansil,Senior Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 707 Wilshire Blvd",marcia.bansil@wellsfargoadvisors.com,,Salesforce
11103234,Inactive Investor,Ryan Hutchison,Financial Advisor,Edward Jones Pittsburgh PA 2071 Rte 286,ryan.hutchison@edwardjones.com,,Salesforce
10842690,Inactive Investor,Timothy Dorothy,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",tim.dorothy@raymondjames.com,,Salesforce
11003823,Inactive Investor,Daniel Heiskell,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,dbheiskell@ft.newyorklife.com,,Salesforce
10429565,,Juri Zarva,,,juri@fozeus.io,,Web Form Fillout
11070259,Inactive Investor,William Boehme,,"American Fidelity Securities, Inc.",billy.boehme@af-group.com,,Salesforce
11081813,Inactive Investor,James Lauer,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",jim.r.lauer@wellsfargo.com,,Salesforce
237297,, -,,[[Unknown]],peregrina6839@yahoo.com,,Advertising
11235211,Inactive Investor,Robert Graham,Wealth Strategist,"Waddell & Associates, LLC",,,Salesforce
9624905,,Gary Zhao,,,zxssxz87@sina.com,,List import
10919562,Inactive Investor,Stanley Klein,,"MML Investors Services, LLC Fort Lauderdale FL 8151 Peters Rd",,,Salesforce
11171743,Inactive Investor,Terrell Heard,,J.P. Morgan Securities LLC New York NY 305 Bowery,terrell.heard@jpmorgan.com,,Salesforce
11234988,Inactive Investor,Sheri Baglio,Chief Compliance Officer,"Great Northern Asset Management, LLC",sheri@gnam.us,,Salesforce
10961445,Inactive Investor,Meredith Schafer,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
9630644,,Stephen L,,,stepheneleong@gmail.com,,List import
9568808,,Donald Atkinson -,,,donaldatkinson33@gmail.com,,List import
9634286,,Marwan Hamood,,,marssbar@hotmail.co.uk,,List import
11222016,,Derek Donnarumma,,,ddonnarumma@wealthenhancement.com,,List Import
10948375,Inactive Investor,Dennis Burgardt,Financial Advisor,Thrivent Investment Management Inc. Salina KS 112 E Iron Ave,dennis.burgardtii@thrivent.com,,Salesforce
10980244,Inactive Investor,Amara Conteh,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10884370,Inactive Investor,Christopher Bousson,Financial Advisor,The Huntington Investment Company Ludington MI 101 E Court St,christopher.bousson@huntington.com,,Salesforce
11185079,Inactive Investor,Fredric Gesten,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",fredric.c.gesten@wellsfargoadvisors.com,,Salesforce
11102438,Inactive Investor,Brooks Houser,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",brooks.houser@nm.com,,Salesforce
11069295,Inactive Investor,Benjamin Gutstein,Founder;Managing Member,White Crest Capital,,,Salesforce
11043493,Inactive Investor,Michael Gruszynski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",michael.gruszynski@ml.com,,Salesforce
10836383,Inactive Investor,Daniel Wells,Regional Manager,"Continental Investors Services, Inc. Caldwell ID 822 Blaine St",dwells@cisinvest.com,,Salesforce
10861543,Inactive Investor,Peter Petronzio,,Edward Jones Ridgewood NJ 7 N Broad St,peter.petronzio@edwardjones.com,,Salesforce
11107675,Inactive Investor,Beth Schettino,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10768550,Inactive Investor,Seth Kaplan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",seth_kaplan@ml.com,,Salesforce
9614116,,Keith Trauner,,,keith@goodhavenllc.com,,List import
188183,,Terry Conner,Managing Director,"Prime Capital Investment Advisors, LLC",tconner@pciawealth.com,417-720-4255,
212314,,Buzz Miller,,[Unknown],buzz@pactforanimals.org,,
10806530,Inactive Investor,Joshua Axel,Managing Director - Wealth Management,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,josh.axel@ubs.com,,Salesforce
11150579,Inactive Investor,Kharli Brockmeier,,Fidelity Brokerage Services LLC Menifee CA Private Residence,,,Salesforce
11047095,Inactive Investor,Dhanesh Bharvani,Vice President,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,dhanesh.bharvani@ubs.com,,Salesforce
9621360,,Thibaud Amrane,,,t.amrane@alpinia-finance.com,,List import
11075358,Inactive Investor,Brendan Gaffney,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
73217,,Alan Moravec,Financial Consultant,Thrivent Investment Management Inc.,alan.moravec@thrivent.com,,
10893589,Inactive Investor,Tracy Allen,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",tracy.allen@equitable.com,,Salesforce
11152137,Inactive Investor,Patrick Mccann,Financial Advisor,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",patrick.mccann@equitable.com,,Salesforce
11115871,Inactive Investor,Ray Kauffman,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",ray.kauffman@wellsfargoadvisors.com,,Salesforce
9620514,,Alpha Bigfish,,,bigfish.alpha@gmail.com,,List import
10792929,Inactive Investor,Traver Tremblay-Goodrich,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",tgoodrich@ampf.com,,Salesforce
10964466,Inactive Investor,Chloe Moore,Associate,Edward Jones Frenchtown NJ 7 Kingwood Ave,chloe.moore@edwardjones.com,,Salesforce
11228549,Inactive Investor,John Teutschman,Private Client Banker,J.P. Morgan Securities LLC Sandy UT 9502 S Highland Dr,john.teutschman@chase.com,,Salesforce
11164969,Inactive Investor,Darius Harrison,,Cetera Investment Services LLC Tampa FL 711 E Henderson Ave,,,Salesforce
11116936,Inactive Investor,Phu Nguyen,Associate,J.P. Morgan Securities LLC Willowbrook IL 730 Plainfield Rd,jayson.nguyen@jpmorgan.com,,Salesforce
10821382,Inactive Investor,Matthew Doucet,Financial Advisor;Senior Vice President,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,matthew.doucet@morganstanley.com,,Salesforce
9628485,,john novacek,,,jln3748@outlook.com,,List import
10613309,,Susan Condit,Senior Financial Advisor,,susan.condit@ml.com,,List Import
371103,,Akbar Azam,,Pakistan,akbarazam353@gmail.com,,Salesforce
11021793,Inactive Investor,Jane Fitzwilliam,Senior Client Service Associate,"Raymond James & Associates, Inc. Bozeman MT Private Residence",jane.fitzwilliam@raymondjames.com,,Salesforce
9604499,,hojat badri,,,badrihojat@gmail.com,,List import
1001830,Inactive Investor,Sachin Khajuria,Founder & CIO,Achilles Management,khajuria@achilleslp.com,,
11217014,,Reed Seay,,,rseay@stephens.com,,Other
11096726,Inactive Investor,James Baker,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
9559178,,Melissa Rivers,,,melissa.rivers@citizensbank.com,,List import
11100960,Inactive Investor,Rong Zhang,,HSBC Securities (USA) Inc. Bellevue WA 196 Bellevue Way NE,,,Salesforce
9607799,,Steve Bartlett,,,stephen.l.bartlett@gmail.com,,List import
8481123,,Will Lowes,,Prudential,will.lowes@prudential.com,(901) 651-6345,List Import
10958620,Inactive Investor,John Reid,Financial Advisor,Keenan Financial,jack.reid@keenanfinancial.com,,Salesforce
11131151,Inactive Investor,Michael Morrison,Financial Advisor;First Vice President,Morgan Stanley Shrewsbury NJ 1030 Broad St,michael.c.morrison@morganstanley.com,,Salesforce
9598055,,Kristin Kopic,,,kkopic@wealthenhancement.com,,List import
11209941,Inactive Investor,Nona Avetisyan,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",,,Salesforce
10957627,Inactive Investor,Timothy Hale,Chief Compliance Officer;Financial Planner;Managing Member;Owner,"Hale Financial Solutions, LLC",tim@halefinancialsolutions.com,,Salesforce
10987020,Inactive Investor,Joseph Arioto,,"TF Wealth Management, LLC",joseph@tfwealthmanagement.com,,Salesforce
10998257,Inactive Investor,Derek Harris,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Fargo ND 3225 25th St S",derek.harris@usbank.com,,Salesforce
11221805,,Sean Deviney,,,sdeviney@provwealth.com,,List Import
64605,,David Bodner,Financial Professional,"MML Investors Services, LLC",dbodner@massmutual.com,419-893-9759,
191376,,Denny Sabo,,[Unknown],bigforkdenny@gmail.com,,Other
11122299,Inactive Investor,Paul Slivon,Senior Managing Director,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",slivonp@stifel.com,,Salesforce
10829974,Inactive Investor,Jeffrey Walzer,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",,,Salesforce
11018320,Inactive Investor,John Hampton,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",john_hampton@ml.com,,Salesforce
11233026,Inactive Investor,Joseph Delguidice,,"Osaic Wealth, Inc. Belleair Bluffs FL Private Residence",,,Salesforce
10866745,Inactive Investor,James Silva,,J.P. Morgan Securities LLC San Antonio TX 22203 W Interstate 10,james.x.silva@jpmorgan.com,,Salesforce
9564447,,Mitchell Kotheimer,,,mkotheimer@ncafinancial.com,,List import
9542511,,Ehud Gersten,,,egersten@perchwealth.com,,List import
10833836,Inactive Investor,Karen Schwartzman,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",karen.schwartzman@ml.com,,Salesforce
10861169,Inactive Investor,Ana Avila,,"Ameriprise Financial Services, LLC San Dimas CA 530 W Bonita Ave",sonia.avila@ampf.com,,Salesforce
245238,,Cameron Vail,Chief Operating Officer,Sali Fund Services,cvail@sali.com,512-735-7254,Manual List Upload
9557063,,David Johnson,,,dej@ntrs.com,,List import
340665,,Dustin Birashk,Partner,Moss Adams Wealth Advisors Llc,dustin.birashk@mossadams.com,206-302-6500,Manual List Upload
11016373,Inactive Investor,Ryan Lohmeyer,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Lawrence KS 4910 Corporate Centre Dr",lohmeyerr@stifel.com,,Salesforce
10766991,Inactive Investor,John Cooper,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",john_c_cooper@ml.com,,Salesforce
11018508,Inactive Investor,Chelsea Smith,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",chelsea.smith@bernstein.com,,Salesforce
11058165,Inactive Investor,Richard Sconsoni,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,richard.sconsoni@primerica.com,,Salesforce
333046,,Joe Griffin,,"GPM GROWTH INVESTORS, INC.",joe@gpmgrowth.com,,
371656,,Brian Sundell,,United States,sundell49@yahoo.com,,Salesforce
11176687,Inactive Investor,Gregg MacInnis,President,"Whitestone Wealth Advisors, LLC",,,Salesforce
347497,,Karen Tuleta,"Member Of Mpe Mgt. Co, Llc",Mpe Partners,ktuleta@mpepartners.com,216-416-7500,Manual List Upload
10917363,Inactive Investor,Lance Dahmer,Financial Advisor,LPL Financial LLC Gurnee IL 1800 Nations Dr,lance.dahmer@lpl.com,,Salesforce
11017862,Inactive Investor,Jeffrey Lichty,,"Cambridge Investment Research, Inc. Clarkston MI 5854 S Main St",,,Salesforce
11152639,Inactive Investor,Brian Hughes,,"Manning & Napier Investor Services, Inc.",bhughes@manning-napier.com,,Salesforce
1001444,Inactive Investor,Amin Alireza,,ARP Global Capital,aalireza@arpglobalcapital.com,9.71567E+11,Organic Search
194698,,Gan Siah Lan,,[Unknown],traderlogyworld@gmail.com,,source
10813427,Inactive Investor,Pei-Ching Hsieh,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",peggy.hsieh@prudential.com,,Salesforce
10914264,Inactive Investor,Stacie Belfrom,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
202836,,Tony Brand,,[Unknown],tmb@samsongroup.com.au,,Other
10762446,Inactive Investor,Steven Griffith,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooksville FL 9231 Cortez Blvd",steven.griffith@ml.com,,Salesforce
10873298,Inactive Investor,Gierra Silva,,"Wells Fargo Clearing Services, LLC Las Vegas NV 3800 Howard Hughes Pkwy",,,Salesforce
10996735,Inactive Investor,Mark Frank,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",mark.frank@tfaconnect.com,,Salesforce
11053718,Inactive Investor,Bree Buckles,,State Farm VP Management Corp. Las Vegas NV 6165 S Rainbow Blvd,,,Salesforce
9632754,,EDGAR PERALTA,,,eli_bebo21@yahoo.com,,List import
10981338,Inactive Investor,Jonathan Kennedy,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",jonathan.kennedy@nm.com,,Salesforce
11142605,Inactive Investor,Jane Siefert,,Stephens Winston Salem NC 101 S Stratford Rd,jsiefert@stephens.com,,Salesforce
9590532,,Aaron Archambo,,,aaron@archambofinancial.com,,List Import
10859692,Inactive Investor,Anders Storvik,Advisor;Chief Compliance Officer;Client Advisor;Partner,Wela Financial Advisory,anders@welafa.com,,Salesforce
10830144,Inactive Investor,Hiram Cortes,Financial Advisor;Managing Director,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,hiram.cortes@opco.com,,Salesforce
9629763,,David Simmons,,,davidlsimmons@gmail.com,,List import
9572653,,Mark First,,,mfirst@eospartners.com,,List import
248496,,Froilan Fernandez,Journalist,CriptoNoticias.com,froilan@gmail.com,,Manual List Upload
11064492,Inactive Investor,Margaret Draughon,,LPL Financial LLC Athens TX 130 E Corsicana St,margaret.draughon@lpl.com,,Salesforce
9645306,,Lavidas Michail,,,michlav@otenet.gr,,List import
10803201,Inactive Investor,Raymond Hasser,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",raymond_hasser@ml.com,,Salesforce
11072165,Inactive Investor,David Romero,,"Ameritas Investment Company, LLC Shreveport LA 8848 Youree Dr",dromero@ameritas.com,,Salesforce
10930755,Inactive Investor,Carmen Ferranti,,"MML Investors Services, LLC Moosic PA 52 Glenmaura National Blvd",cferranti@financialguide.com,,Salesforce
9605624,,Stefano Cayre,,,cayrestefano@gmail.com,,List import
10858902,Inactive Investor,Anthony Sgueglia,Member;Owner,Prospect Financial Services LLC,,,Salesforce
11060567,Inactive Investor,Bryan Thomas,Chief Compliance Officer;Managing Member;President,"Financial Solutions, LLC",,,Salesforce
11125248,Inactive Investor,Apple Freeman,,"U.S. Bancorp Investments, Inc. Portland OR 10220 SE Washington St",,,Salesforce
11117360,Inactive Investor,Taraneh Mirfakhraiy,,J.P. Morgan Securities LLC Dublin CA 4520 Dublin Blvd,taraneh.mirfakhraiy@jpmorgan.com,,Salesforce
236189,, -,,[[Unknown]],becca.gnzlz@gmail.com,,Organic Search
11004197,Inactive Investor,Tristan Saleh,Financial Professional,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",tristan.saleh@equitable.com,,Salesforce
10888565,Inactive Investor,Renato Isaac,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",rj.isaac@wellsfargoadvisors.com,,Salesforce
10856905,Inactive Investor,Louis Berger,Chief Compliance Officer;Co-Founder;Managing Member;Principal,Washington Square Capital Management LLC New York NY 33 W 19th St,louis.berger@wsqcapital.com,,Salesforce
10950588,Inactive Investor,Fanny Kim,,"W&S Brokerage Services, Inc. Cerritos CA 17777 Center Court Dr N",,,Salesforce
11145622,Inactive Investor,Nelson Stiles,Financial Professional,PlanMember Securities Corporation Saint Petersburg FL 7024 Central Ave,,,Salesforce
10890872,Inactive Investor,Denise Mathias,Financial Advisor,Edward Jones Canal Winchester OH 6335 Winchester Blvd,denise.mathias@edwardjones.com,,Salesforce
11050249,Inactive Investor,Joseph Hogan,President;Regulatory Contact,WealthFD,,,Salesforce
10818636,Inactive Investor,Christian Cavender,Financial Advisor,Edward Jones Shelbyville TN 609 N Main St,christian.cavender@edwardjones.com,,Salesforce
9547130,,Joseph Antkowiak,,,antkojm1@gmail.com,,List import
11254893,Inactive Investor,Kevin Madigan,Investment Advisor,"Wela Strategies, Inc.",,,Salesforce
3775440,,Franco Butera,,,franc@st-trinity.com.au,,Web Form Fillout
242579,,Desislava Kanchevska,Head of Regulatory Compliance Department,[Unknown],deskanchevska@postbank.bg,3.59879E+11,Database Upload
9593789,,Matthew Katz,,,mkatz@athenacapital.com,,List import
10873519,Inactive Investor,Anthony Madonna,Advisor,Momentum Independent Network Inc. Seaside CA Private Residence,amadonna@momentumin.com,,Salesforce
9642794,,Sandeep Katoch,,,skatoch27@gmail.com,,List import
11108877,Inactive Investor,Christopher Bevington,Investment Advisor Representative;Partner;Treasurer,"Lighthouse Wealth Management, Inc.",cbevington@lightwealth.com,,Salesforce
10940704,Inactive Investor,Nathan Lee,,LPL Financial LLC Douglassville PA 8 Church Ln,,,Salesforce
11180829,Inactive Investor,Matthew Gilmore,,LPL Financial LLC Hawthorne NY 7 Skyline Dr,matthew.gilmore@lpl.com,,Salesforce
11169295,Inactive Investor,Charlie Jacobsen,,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,chelsea.dukes@ubs.com,,Salesforce
236585,, -,,[[Unknown]],ehrrt@aol.com,,Organic Search
10614456,,Richard Jasper,Financial Advisor,,richard_jasper@glic.com,,List Import
11040471,Inactive Investor,Paul Byrd,Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Santa Ana CA 1551 N Tustin Ave",paul.byrd@wellsfargoadvisors.com,,Salesforce
10992386,Inactive Investor,Dylon Hibbard,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",dylon.hibbard@nm.com,,Salesforce
9587374,,Melanie Hulett,,,melanie.zimdars@invesco.com,,List import
9577661,,Aaron MARTINEZ,,,mgarza86@hotmail.com,,List import
10890426,Inactive Investor,Brian Schmidt,,"Kestra Investment Services, LLC Endicott NY 1405 Davis Ave",bschmidt@nfp.com,,Salesforce
1001682,Inactive Investor,Peter Morrissey,Managing Director and General Counsel,C.M. Capital Corporation,pmorrissey@ccapital.com, +1 650 326 6480,
10752323,Inactive Investor,Michael Crowder,Corporate Retirement Director;Financial Advisor;Vice President,Morgan Stanley Chattanooga TN 820 Broad St,michael.crowder@morganstanley.com,,Salesforce
11210861,Inactive Investor,Joy Taylor,,PFS Investments Inc. Lake Worth FL 3900 Woodlake Blvd,,,Salesforce
9633308,,robert m hennigan,,,rmh1939@hotmail.com,,List import
11118258,Inactive Investor,Ramon Diaz,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,ray.diaz.pu1s@statefarm.com,,Salesforce
9549260,,Shaun Mcdonald,,,shaunm41@googlemail.com,,List import
10777988,Inactive Investor,Joseph Altic,,LPL Financial LLC Saint Louis MO 12935 N 40 Dr,joe.altic@lpl.com,,Salesforce
10763348,Inactive Investor,Anna Seckular,,Citigroup Global Markets Inc.,anna.labombarda@citigroup.com,,Salesforce
11095794,Inactive Investor,Janice French,Chief Compliance Officer;Vice President;Wealth Advisor,Timonier,timonier@timonier.com,,Salesforce
11055917,Inactive Investor,Rodney Kresge,Chief Compliance Officer,Sowell Management,rod@sowellmanagement.com,,Salesforce
10849786,Inactive Investor,Michael Laporte,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Oakland FL 2 W Oakland Ave,michael.laporte@lpl.com,,Salesforce
10989417,Inactive Investor,Grace Haack,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",gracehaack@northwesternmutual.com,,Salesforce
10911126,Inactive Investor,Jonnathan Davis,Financial Advisor,Prime Capital Financial Little Rock AR 6325 Ranch Dr,jdavis@pciawealth.com,,Salesforce
11061902,Inactive Investor,Arthur Everett,,Fidelity Brokerage Services LLC,arthur.everett@fidelity.com,,Salesforce
10619769,,Ann-Marie Cudzilo,,,abcudzilo@firstcommand.com,,List Import
10967640,Inactive Investor,Joel Whitenton,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10896656,Inactive Investor,Jacqueline Keltner,Assistant Vice President;Branch Administrative Supervisor;Branch Manager,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,jhrowe@rwbaird.com,,Salesforce
10813350,Inactive Investor,Ann Gallucci,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,ann.gallucci@gs.com,,Salesforce
7176356,,Michael Lin,,,345918595@qq.com,,Web form fillout
9623288,,Joshua Scott,,,joshuabscott@gmail.com,,List import
10956608,Inactive Investor,Joshua Franklin,Personal Banker,"Wells Fargo Clearing Services, LLC Northfield MN 700 Water St S",,,Salesforce
10948323,Inactive Investor,David Han,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10644694,,Peter Harrison,,,peter.r.harrison@morganstanley.com,,List Import
10964390,Inactive Investor,Jason Demeo,Vice President,LPL Financial LLC,jason.demeo@lpl.com,,Salesforce
11083314,Inactive Investor,James McPartland,,"Osaic Wealth, Inc. Cedar Rapids IA 151 5th Ave SE",,,Salesforce
10816666,Inactive Investor,Sharon Smith Sullivan,,PFS Investments Inc. Brooklyn NY 5502 Ave N,sharon.smithsullivan@primerica.com,,Salesforce
333155,Inactive Investor,Michael Gaudio,,Trivergent Trust,mgaudio@trivergenttrust.com,,
11228827,Inactive Investor,Sadanys Langehaug,,J.P. Morgan Securities LLC Saint Paul MN 1039 Grand Ave,sadanys.langehaug@jpmorgan.com,,Salesforce
9589940,,Rob Dhanda,,,rob.dhanda@ovationpartners.com,,List import
11120685,Inactive Investor,Francoise Price,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
9642851,,James Reid,,,jameshreidjr72@gmail.com,,List import
11171548,Inactive Investor,Lawrence Kolka,Financial Advisor,Edward Jones Walnut Creek CA 1333 N California Blvd,lawrence.kolka@edwardjones.com,,Salesforce
9583565,,Christopher Elbrecht,,,celbrecht@swbc.com,,List import
11115705,Inactive Investor,Gina Shroyer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11156089,Inactive Investor,Nataliya Ofitserova-Metz,,J.P. Morgan Securities LLC,nataliya.ofitserova-metz@jpmorgan.com,,Salesforce
10797350,Inactive Investor,Scott Rockwell,Alternative Investment Director;Financial Advisor;Insurance Planning Director;Portfolio Manager;Senior Vice President - Wealth M,Morgan Stanley Sarasota FL 2 N Tamiami Trl,scott.rockwell@morganstanley.com,,Salesforce
11009714,Inactive Investor,Deviolanda Bates,,NYLIFE Securities LLC White Plains NY 44 S Broadway,dbates01@ft.newyorklife.com,,Salesforce
10769027,Inactive Investor,Paul Kaczmarek,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,paul.kaczmarek@primerica.com,,Salesforce
11177096,Inactive Investor,Diane St John,Client Assistant,Robert W. Baird & Co. Incorporated Toledo OH 3439 Granite Cir,dstjohn@rwbaird.com,,Salesforce
10869520,Inactive Investor,Joseph Keel,,"Wells Fargo Clearing Services, LLC New York NY 535 Fashion Ave",joseph.keel@wellsfargo.com,,Salesforce
10658900,,Kelly Smith,,,kelly.m.smith@ampf.com,,List Import
10659645,,Minakshiben Patel,,,minakshi.m.patel@chase.com,,List Import
332679,,Max Evard,,TBD,alexander.kochetov@lionsoul.com, +79163844628,
11001515,Inactive Investor,Matthew Young,,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",,,Salesforce
9558211,,Andrew Thinnes,,,andrewthinnes@gmail.com,,List import
9628777,,Danny baskara,,,danny@vexanium.com,,List import
10888875,Inactive Investor,Daniel Downes,Analyst;Portfolio Manager;Principal;Vice President,Luther King Capital Management Corporation,ddownes@lkcm.com,,Salesforce
11197180,Inactive Investor,Kelly Parham,Client Assistant,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",kelly.parham@wellsfargo.com,,Salesforce
10909182,Inactive Investor,Alec Witkowski,,"Cadaret, Grant & Co., Inc. Buffalo NY 1967 Wehrle Dr",,,Salesforce
9644538,,frank flores,,,jacobflores51@yahoo.com,,List import
10878275,Inactive Investor,Eric Reinhold,Senior Wealth Advisor,"EverSource Wealth Advisors, LLC Eustis FL 508 Lakeshore Dr",,,Salesforce
10885501,Inactive Investor,Michael Wegner,,State Farm VP Management Corp. Madison WI 425 Grand Canyon Dr,,,Salesforce
10950740,Inactive Investor,Azucena Diosdado,,PFS Investments Inc. Cathedral City CA 35325 Date Palm Dr,azucena.hinojosadiosdado@primerica.com,,Salesforce
10765616,Inactive Investor,John Morales,Corporate Retirement Director;Executive Director;Financial Advisor,Morgan Stanley Mystic CT 12 Coogan Blvd,john.paul.morales@morganstanley.com,,Salesforce
11106866,Inactive Investor,Jerimy Jones,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,jerimy.jones@fidelity.com,,Salesforce
11010459,Inactive Investor,Sean Mccarthy,,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",sean.mccarthy@nm.com,,Salesforce
9614541,,DANIEL MARCHI,,,danielmarchi@gmail.com,,List import
11142736,Inactive Investor,Nicolette Fiermonte,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Syracuse NY 5784 Widewaters Pkwy",,,Salesforce
10970391,Inactive Investor,Gregory Dahms,,"MML Investors Services, LLC Tyler TX 909 E Southeast Loop 323",,,Salesforce
10956622,Inactive Investor,John Farner,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
9620181,,leon waidmann,,,leon.waidmann@btc-echo.de,,List import
7310,,Stephanie -,,[[Unknown]],stepcratic@gmail.com,,Direct
9546044,,Robin Verges,,,rverges@rubenstein.com,,List import
10997522,Inactive Investor,Leslie Aldana,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11127707,Inactive Investor,Ryan Gartrell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ryan.gartrell@fmr.com,,Salesforce
10978789,Inactive Investor,Kyle Summers,Financial Planner;Wealth Manager,Creative Planning Collingswood NJ Private Residence,kyle.summers@creativeplanning.com,,Salesforce
10936513,Inactive Investor,Bryan Duckett,Chief Compliance Officer;Financial Advisor;Managing Member;Owner,Duckett Wealth Management,bryan@duckettwealth.com,,Salesforce
10783575,Inactive Investor,LeeAnn Sisco Fultz,,"Benjamin F. Edwards & Company, Inc. Berryville AR 910 W Trimble Ave",leeann.ashford@benjaminfedwards.com,,Salesforce
10941145,Inactive Investor,Robert Admirand,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10987978,Inactive Investor,Cora Dawson,,"Osaic FA, Inc. Evansville IN 101 Plaza East Blvd",cora.blume@lfg.com,,Salesforce
10802623,Inactive Investor,Matthew Finn,Financial Advisor,Edward Jones Elk River MN 331 Main St NW,matthew.finn@edwardjones.com,,Salesforce
9569389,,jerald abrams,,,jerrybrentabrams@yahoo.com,,List import
11142973,Inactive Investor,Michael Campione,,J.P. Morgan Securities LLC New York NY 201 E 79th St,,,Salesforce
10902831,Inactive Investor,Galilee Harter,,Cetera Advisor Networks LLC Chambersburg PA 1355 Orchard Dr,harterg@ceteranetworks.com,,Salesforce
10876668,Inactive Investor,Rocio Mercado,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pomona CA 444 S Garey Ave",,,Salesforce
210856,,Amanda Euringer,,[Unknown],amandaeuringer@gmail.com,,Paid Social
9581173,,Stephen Younger,,,stephen@greenwealthllc.com,,List import
11155158,Inactive Investor,Jason Ardito,,Cary Street Partners Johnson City TN 2335 Knob Creek Rd,jardito@carystreetpartners.com,,Salesforce
221497,,Denny Li,,[Unknown],hikarulea+grayscale@gmail.com,,
187556,,Timothy McDevitt,,[Unknown],t.mcdevitt@yahoo.com,,
10617805,,Judd Brody,,,judd.brody@wellsfargoadvisors.com,,List Import
9646689,,Sang Do,,,sangbaodo@gmail.com,,List import
11000727,Inactive Investor,Lu Liu,,J.P. Morgan Securities LLC Palo Alto CA 2846 Middlefield Rd,lu.liu@jpmorgan.com,,Salesforce
333222,,Tim Back,,First Financial Bank,tim.back@bankatfirst.com,,Manual List Upload
10764829,Inactive Investor,Le-Thuy Nguyen,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Worth TX 301 Commerce St,lethuy.nguyen@ubs.com,,Salesforce
121069,,Joseph Springer,,Avantax Advisory Services,springerj1@hdvest.net,,
191032,,kunwar roshan,,[Unknown],theuglystone@gmail.com,,Direct
10916587,Inactive Investor,Robert Atko,,"U.S. Bancorp Investments, Inc. Oak Park IL 104 N Oak Park Ave",robert.atko@usbank.com,,Salesforce
11030086,Inactive Investor,Reid Williams,Financial Advisor,"Osaic Wealth, Inc. Yorba Linda CA 22800 Savi Ranch Pkwy",,,Salesforce
10580770,,Per Anderson,,,bornper@gmail.com,,Web Form Fillout
142169,,Andrew Orr,Vice President,"SunTrust Advisory Services, Inc.",andrew.orr@suntrust.com,404-813-5913,
10900783,Inactive Investor,Gerald Quigley,Chief Compliance Officer;President,"Quigley Associates, Inc. Little Falls NJ 24 Notchcroft Dr",,,Salesforce
10855993,Inactive Investor,Joseph Betten,Wealth Advisor,LPL Financial LLC Mc Kees Rocks PA 5500 Steubenville Pike,joseph.betten@lpl.com,,Salesforce
10915417,Inactive Investor,Bobbie Munroe,Investment Advisor;President;Senior Planner,Supporting Your Choices Inc.,bobbie@supportingyourchoices.com,,Salesforce
11139218,Inactive Investor,Rick Schwartz,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 6919 Chancellor Dr",rick.l.schwartz@ampf.com,,Salesforce
11047371,Inactive Investor,Curtis Lee,,State Farm VP Management Corp. San Francisco CA 648 Stanyan St,,,Salesforce
11172369,Inactive Investor,Michael Carmeci,,J.P. Morgan Securities LLC East Meadow NY 2469 Hempstead Tpke,,,Salesforce
11080998,Inactive Investor,Kevin Rohner,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10863245,Inactive Investor,Lindsay McCauley,,Commonwealth Financial Network Rancho Cordova CA 2377 Gold Meadow Way,lmccauley@commonwealth.com,,Salesforce
11144661,Inactive Investor,Anthony Cardona,,"The Leaders Group, Inc.",,,Salesforce
10958296,Inactive Investor,Michelle Taylor,,J.P. Morgan Securities LLC Hobart IN 66 Main St,michelle.taylor@jpmorgan.com,,Salesforce
9574122,,Michael Smelser,,,michael.smelser@fidelity.com,,List import
2145840,,Brandon Carswell,,,wham409@icloud.com,,
9574137,,Joseph DiSomma,,,jjdisomma@icloud.com,,List import
113136,,Nicholas Newell,Investment Associate,"MCF Advisors, LLC",nnewell@mcfadvisors.com,859-392-1379,
10881440,Inactive Investor,Mckinley Brown,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 1790 Woodruff Rd",mckinley.brown@ml.com,,Salesforce
10977450,Inactive Investor,Cassie Huff,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11210959,Inactive Investor,Colin Desouza,,"Allstate Financial Services, LLC Raleigh NC 309 W Millbrook Rd",colindesouza@allstate.com,,Salesforce
10851777,Inactive Investor,Christina Leynes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
339127,,Robert Tucker,Managing Partner (registrant),"Capital Partners Holdings, Inc.",rtucker@capitalpartners.com,203-625-0770,Manual List Upload
10818680,Inactive Investor,Jolie Raine,,"Raymond James & Associates, Inc. Columbus OH 2154 E Main St",jolie.raine@raymondjames.com,,Salesforce
10897276,Inactive Investor,Jennifer Mcreynolds,,PFS Investments Inc. Atlanta GA 5555 Glenridge Connector,jennifer.mcreynolds@primerica.com,,Salesforce
10759163,Inactive Investor,Robert Disterhaupt,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",robert.disterhaupt@schwab.com,,Salesforce
11075142,Inactive Investor,Kevin Glueckert,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
226390,, -,,[[Unknown]],khoneycutt@gmail.com,,Initial Salesforce Import
332819,,Nicholas Stonnington,,Stonnington Group,nicholas@stonningtongroup.com,,
10874553,Inactive Investor,Fanny Cruz,Financial Advisor,Edward Jones Blue Bell PA 3 Valley Sq,fanny.cruz@edwardjones.com,,Salesforce
11049867,Inactive Investor,Edward Bush,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,edward.bush@primerica.com,,Salesforce
10935893,Inactive Investor,Walter Torbert,,PlanMember Securities Corporation Flower Mound TX Private Residence,wtorbert@planmembersec.com,,Salesforce
11170811,Inactive Investor,Benjamin Uphoff,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",benjamin.uphoff@nm.com,,Salesforce
10767430,Inactive Investor,John McDougall,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Yakima WA 3804 Kern Way",john.r.mcdougall@ampf.com,,Salesforce
9631411,,Ken Smith,,,ksmith@class7training.com,,List import
11236351,Inactive Investor,Eric Zeltner,Wealth Manager,"CW Advisors, LLC Wynnewood PA 308 E Lancaster Ave",ezeltner@cwadvisorsgroup.com,,Salesforce
10977126,Inactive Investor,Chad Whipple,,Venture Visionary Partners LLC,cwhipple@venturevp.com,,Salesforce
371403,,Ron Rehbein,,ClaimQ,rdeerleg@comcast.net,6027024166,Salesforce
10990050,Inactive Investor,Krishna Chandak,,"Stifel, Nicolaus & Company, Incorporated Houston TX 1000 Louisiana St",,,Salesforce
11012702,Inactive Investor,Emily Watson,Premier Banker,"Wells Fargo Clearing Services, LLC Olathe KS 2137 E Santa Fe St",,,Salesforce
219952,,Phil Antoline,,[Unknown],phillip.antoline@gmail.com,,
10946977,Inactive Investor,Richard Bean,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Charlotte NC 13830 Ballantyne Corporate Pl",richard.bean@ampf.com,,Salesforce
11122342,Inactive Investor,David Alshay,Financial Planner,LPL Financial LLC Sewell NJ 700 Lantern Way,david.alshay@lpl.com,,Salesforce
350202,,Bart Osman,Partner,Lexington Partners L.p.,bdosman@lexpartners.com,212-754-0411,Manual List Upload
11235339,Inactive Investor,Allyson Mangine,Wealth Advisor,Amplius Wealth Advisors,amangine@ampliuswealth.com,,Salesforce
9631970,,GREGORY ALEXANDER,,,greg1_sigma@msn.com,,List import
10834760,Inactive Investor,Gregory Howell,Investment Advisor Representative,"Osaic Wealth, Inc. Mishawaka IN 3900 Edison Lakes Pkwy",,,Salesforce
10606318,,Elske Parker,Product Manager,UBS Financial Services Inc.,elske.parker@ubs.com,201-352-3000,List Import
10939123,Inactive Investor,Andrew Middleton,Investment Advisor Representative,"Osaic Wealth, Inc. Ridgeland MS 591 Northpark Dr",,,Salesforce
11081120,Inactive Investor,Craig Amidon,,"Northwestern Mutual Investment Services, LLC Phoenix NY 81 State St",craig.amidon@nm.com,,Salesforce
10956086,Inactive Investor,Michelle Tanida,,"Wells Fargo Clearing Services, LLC Fort Worth TX 1329 N Saginaw Blvd",,,Salesforce
154209,,Gene Moldavsky,,[Unknown],gm@itidigital.io,,
351397,,Max Stroman,Financial Advisor,Strathmore Capital Advisors,ems@strathmorecapadv.com,704-364-4241,Manual List Upload
9548570,,Abdiaziz Ilmi Ahmed,,,abdiccc@gmail.com,,List import
10678782,,Isah Muhammad hadi,,,isahmuhammadhadi39@gmail.com,,Web Form Fillout
221399,,ONOUFRIOS YIANGOU,,[Unknown],onyiangou@gmail.com,,
9565433,,Rebecca Flint,,,rebecca.flint@securitiesamerica.com,,List import
10823672,Inactive Investor,Thomas Power,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",thomas.power@ml.com,,Salesforce
10952629,Inactive Investor,Kassandra Williams,Financial Advisor,Edward Jones Hermiston OR 945 SE 4th St,kassandra.williams@edwardjones.com,,Salesforce
10946212,Inactive Investor,Angela Mackinnon,,"Equitable Advisors, LLC Wilmington NC 371 N Front St",angela.mackinnon@equitable.com,,Salesforce
10646296,,Chester Wallace,,,chet.wallace@lpl.com,,List Import
11037601,Inactive Investor,Hector Vilchis,,NYLIFE Securities LLC Miami FL 777 Brickell Ave,hvilchis@eaglestrategies.com,,Salesforce
193118,,Victor Strausbaugh,,[Unknown],strausbaugh@fb.com,,
10782800,Inactive Investor,Lorrie Snow,Client Service Associate,Morgan Stanley Redding CA 310 Hemsted Dr,lorrie.snow@morganstanley.com,,Salesforce
10944784,Inactive Investor,Cindy Shuman,,"International Assets Advisory, LLC East Petersburg PA 2013 State St",cshuman@iaac.com,,Salesforce
10878089,Inactive Investor,Adam Harris,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",adam.harris@nm.com,,Salesforce
9628899,,Artem Evsevev,,,artom69037@gmail.com,,List import
10982957,Inactive Investor,Shahedul Alam,,Citigroup Global Markets Inc.,,,Salesforce
11183218,Inactive Investor,Jill Johnson,,"BOK Financial Securities, Inc. Overland Park KS 7101 College Blvd",,,Salesforce
10770927,Inactive Investor,Cheryl Hayden Rambeau,Senior Client Service Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,cheryl.hayden@ubs.com,,Salesforce
105629,,Thomas Neustaetter,Partner,"Jk&b Management V, L.p.",tneustaetter@jkbcapital.com,1-312-946-1200,Manual List Upload
11202943,Inactive Investor,Mathew Hammer,Wealth Advisor,"Jacobi Capital Management, LLC Berwyn PA 1055 Westlakes Dr",mhammer@jacobicapital.com,,Salesforce
10919516,Inactive Investor,Benjamin Glover,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
10993636,Inactive Investor,John Byers,,"Wells Fargo Clearing Services, LLC Pacific Palisades CA 15240 W Sunset Blvd",john.byers@wellsfargo.com,,Salesforce
10930438,Inactive Investor,Stacy Rerick,Chief Compliance Officer;Owner;Wealth Advisor,"Para Wealth Advisors, Inc.",stacy@parawealthadvisors.com,,Salesforce
11143749,Inactive Investor,Naama Yair,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
11137439,Inactive Investor,Jeremy Yanasak,Senior Wealth Strategy Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,jeremy.yanasak@ubs.com,,Salesforce
11178792,Inactive Investor,James Anderson,,The Huntington Investment Company Columbus OH 1600 Bethel Rd,james.anderson@huntington.com,,Salesforce
9581152,,Lyle Mcallister,,,lyle@mcallistercapital.com,,List import
11220924,,Ivan Singleton,,,jerry@signalsecurities.com,,List Import
10902073,Inactive Investor,Peter Schweizer,,"Raymond James Financial Services, Inc. Elmira NY 100 N Main St",peter.schweizer@raymondjames.com,,Salesforce
11006133,Inactive Investor,Charles Deangellis,,"Bankers Life Securities, Inc. Pittsburgh PA 500 Penn Center Blvd",charles.deangellis@bankerslife.com,,Salesforce
11139429,Inactive Investor,Rodolfo Saldivar,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",rodolfo.x.saldivar@ampf.com,,Salesforce
352773,,Laura Ferguson,"Director, Professional Services",Withum Wealth Management,lferguson@withumwealth.com,732-450-0147,Manual List Upload
10837730,Inactive Investor,William Johnson,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,bjohnson@rwbaird.com,,Salesforce
10886733,Inactive Investor,Joseph Barretto,Chief Compliance Officer,Abacus Wealth International (AWI),joelbarretto@abacus-wealth.com,,Salesforce
10764647,Inactive Investor,Paul Casali,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Litchfield CT 29 West St,paul.casali@opco.com,,Salesforce
10838759,Inactive Investor,Michael Jump,,Chelsea Financial Services Sandwich IL Private Residence,,,Salesforce
10970057,Inactive Investor,Mitchell Hummel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10992179,Inactive Investor,Emily Steiner,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11089279,Inactive Investor,Dale Sonnenberg,,PFS Investments Inc. Buffalo NY 331 Alberta Dr,dale.sonnenberg@primerica.com,,Salesforce
11076344,Inactive Investor,Gregory Leiendecker,Financial Advisor,Edward Jones Saint Louis MO 11832 Tesson Ferry Rd,gregory.leiendecker@edwardjones.com,,Salesforce
10971310,Inactive Investor,Jose Yarahuan,,J.P. Morgan Securities LLC New York NY 277 Park Ave,jose.yarahuan@jpmorgan.com,,Salesforce
11135604,Inactive Investor,Walter Shorter,,PFS Investments Inc. Manassas VA 10432 Balls Ford Rd,walter.shorter@primerica.com,,Salesforce
201766,,Patrick Lafley,"Chief Compliance Officer, Founding Member, Managing Director, Managing Member",Constellation Wealth Advisors,lafley@quadrantwealth.com,513-871-5500,
11217790,,Patrick Hartnett,,,patrick.hartnett@jpmorgan.com,,List Import
11000952,Inactive Investor,Kathlein Guinn,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
239017,,Tamika Edwards,,United States,tcedwards79@gmail.com,,
143601,,Christopher Hayes,,Snowden Capital Advisors LLC,chayes@snowdenlane.com,646-218-9760,product
10811350,Inactive Investor,Collier Nussbaumer,,Cetera Advisor Networks LLC Clarksville TN 201 Main St,nussbaumerc@ceteranetworks.com,,Salesforce
11180004,Inactive Investor,Daniel Sullivan,Branch Manager,Robert W. Baird & Co. Incorporated Saint Louis MO 2 Cityplace Dr,,,Salesforce
11079558,Inactive Investor,Christopher Damiano,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",christopher.damiano@truist.com,,Salesforce
11086333,Inactive Investor,Lowell Hesser,,LPL Financial LLC Pace FL Private Residence,lowell.hesser@lpl.com,,Salesforce
10859229,Inactive Investor,Thomas Leechin,Manager,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",thomas_leechin@navyfederal.org,,Salesforce
10882315,Inactive Investor,Peter Schraufnagel,Financial Advisor,Edward Jones Gilbert AZ 1543 W Elliot Rd,peter.schraufnagel@edwardjones.com,,Salesforce
9614077,,Nicholas Gravesen,,,nicholas.gravesen@googlemail.com,,List import
334829,,Taylor O'Malley,Managing Partner,Balyasny Asset Management L.p.,tomalley@bamfunds.com,312-499-2999,Manual List Upload
10658634,,Rachel Kelly,,,rachel.m.kelly@jpmorgan.com,,List Import
9632490,,Ray Kahn,,,rkahn@archonadvisorsllc.com,,List import
336146,,Mark Dupont,Senior Vice President,"Relative Value Partners, Llc",mdupont@focuspartners.com,847-513-6300,Manual List Upload
11233622,Inactive Investor,Michael Larose,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,michael.larose@fidelity.com,,Salesforce
10802015,Inactive Investor,Mabel Lee,Senior Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,mabel.lee@ubs.com,,Salesforce
10885274,Inactive Investor,Charles Davis,,Jefferies LLC San Francisco CA 101 California St,,,Salesforce
9571646,,ping -,,,jiap@hotmail.com,,List import
11098008,Inactive Investor,Ross Langill,Chairman;Chief Executive Officer;Founder,"Regal Bay Investment Group, LLC",rlangill@regalsecurities.com,,Salesforce
10845196,Inactive Investor,Enid Beal,Chairman,"Beal Consulting, Inc. Boston MA 265 Franklin St",ebeal@bealconsulting.com,,Salesforce
10966406,Inactive Investor,Kathryne Townsend,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,kathryne.g.townsend.rfwx@statefarm.com,,Salesforce
10760786,Inactive Investor,John Vilardo,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",john.vilardo@ml.com,,Salesforce
11121443,Inactive Investor,John Ledesma,,Commonwealth Financial Network Fresno CA 1350 E Spruce Ave,jledesma@commonwealth.com,,Salesforce
11039193,Inactive Investor,Tyler Poppe,Paraplanner,"Ameriprise Financial Services, LLC Brookfield WI 175 N Patrick Blvd",tyler.poppe@ampf.com,,Salesforce
10946087,Inactive Investor,Raymond Borowski,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",raymond.borowski@nm.com,,Salesforce
11061684,Inactive Investor,Sean Furey,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,sfurey@primerica.com,,Salesforce
11194398,Inactive Investor,Michael Schak,Senior Registered Associate,Morgan Stanley Gainesville GA 340 Jesse Jewell Pkwy SE,michael.schak@morganstanley.com,,Salesforce
10509853,,Annie Zhang,advisor,"Ameriprise Financial Services, Inc",afearless@yahoo.com,,List Import
11132019,Inactive Investor,Maricella Solorzano,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",,,Salesforce
11011117,Inactive Investor,Chia Jui Chan,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jerry.chan@equitable.com,,Salesforce
9633106,,leonard mattson,,,ljmattsonjr@gmail.com,,List import
10915783,Inactive Investor,Chad Anderson,,Cetera Advisors LLC Gilbert AZ 2730 S Val Vista Dr,,,Salesforce
10882031,Inactive Investor,Joshua Christensen,Financial Advisor,Edward Jones Oak Creek WI 116 E Drexel Ave,josh.christensen@edwardjones.com,,Salesforce
11132241,Inactive Investor,Scott Reed,Financial Advisor,The Huntington Investment Company Holland MI 545 E 8th St,scott.reed@huntington.com,,Salesforce
10967401,Inactive Investor,Robert Stepanian,,"Horace Mann Investors, Inc. Corona CA 1631 Pomona Rd",robert.stepanian@horacemann.com,,Salesforce
10614422,,Louis Menaged,Financial Advisor,,louis_menaged@glic.com,,List Import
11211294,Inactive Investor,Will Lagadon,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10842417,Inactive Investor,Judith Seid,Partner;Regulatory Contact;Wealth Advisor,Blue Summit Wealth Management,judy@bluesummitwealth.com,,Salesforce
10892503,Inactive Investor,Ian Holder,,Cary Street Partners Virginia Beach VA 2101 Parks Ave,ian.holder@carystreetpartners.com,,Salesforce
11162841,Inactive Investor,Brian Haschke,,PNC Investments Canonsburg PA 3850 Washington Rd,brian.haschke@pnc.com,,Salesforce
11211433,Inactive Investor,Robert Burcham,,"Osaic Wealth, Inc. Knoxville TN 4638 Chambliss Ave",,,Salesforce
11163498,Inactive Investor,John Walters,Financial Advisor,LPL Financial LLC Huntsville AL 303 Williams Ave SW,john.walters@lpl.com,,Salesforce
106658,,James Neathawk,,Independent,jamesneathawk.ii@gmail.com,8025911368,
10854726,Inactive Investor,Harry Purcel,Financial Professional,"Berthel, Fisher & Company Financial Services, Inc. Corcoran MN Private Residence",,,Salesforce
10930257,Inactive Investor,Francisco Rivera,,"Wells Fargo Clearing Services, LLC Wilton CT 44 Old Ridgefield Rd",francisco.j.rivera3@wellsfargo.com,,Salesforce
11101018,Inactive Investor,William Chenette,,"Osaic Wealth, Inc. Senoia GA 42 Main St",,,Salesforce
11235230,Inactive Investor,Parker Troutner,Wealth Management Advisor,"Woodstock Wealth Management, Inc. Willis TX Private Residence",parker@wwmria.com,,Salesforce
10648406,,Cary Walsh,,,cary.walsh@fidelity.com,,List Import
10776201,Inactive Investor,Stephen Magyera,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,stephen.magyera@jpmorgan.com,,Salesforce
10758783,Inactive Investor,Paul Edelstein,,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,paul.edelstein@ubs.com,,Salesforce
10838068,Inactive Investor,Donna Buyze,,Commonwealth Financial Network Cumberland Foreside ME 62 US Rte 1,dbuyze@commonwealth.com,,Salesforce
11052355,Inactive Investor,Brigham Tappana,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Issaquah WA 1180 NW Maple St",,,Salesforce
10526219,,John Schuhknecht,,,john.schuh625@gmail.com,,Web Form Fillout
11156401,Inactive Investor,Jorge Medrano,Registered Client Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jorge.medrano@jpmorgan.com,,Salesforce
248692,,alfonso iovieno,Chief Strategy and Product Officer,Assure,alfonso.iovieno@assure.co,,Manual List Upload
10995116,Inactive Investor,Daniela Illesca,,Citigroup Global Markets Inc. Miami FL 10805 NW 41st St,,,Salesforce
11145400,Inactive Investor,Alexander Byers,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",alexander.byers@usbank.com,,Salesforce
11081938,Inactive Investor,Glen Abog,,PFS Investments Inc. Chicago IL 5251 N Lawler Ave,glen.abog@primerica.com,,Salesforce
11102773,Inactive Investor,Adriana Huerta,,J.P. Morgan Securities LLC Reedley CA 1000 G St,adriana.huerta@jpmorgan.com,,Salesforce
10648155,,John Bennett,,,jrbennett@firstcommand.com,,List Import
10835221,Inactive Investor,Sarah Paiva,Senior Client Associate,"RBC Capital Markets, LLC Providence RI 500 Exchange St",sarah.paiva@rbc.com,,Salesforce
11041682,Inactive Investor,Jodi-Lynn Weber,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,jodi.weber@ubs.com,,Salesforce
10793761,Inactive Investor,Paul Davis,Chief Investment Officer;Co-Founder;Managing Member,"Marble Harbor Investment Counsel, LLC",pdavis@marbleharboric.com,,Salesforce
10962788,Inactive Investor,Jeffrey Bannon,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,jbannon@lincolninvestment.com,,Salesforce
10880716,Inactive Investor,Richard Ryan,Investment Advisor Representative,RDA Financial Network Mason City IA 1527 S Monroe Ave,,,Salesforce
9588491,,Paul Karstetter,,,pkarstetter@skcpas.com,,List import
11124557,Inactive Investor,Terry-Ann Orman,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
11092041,Inactive Investor,Cameron Kennedy,,"Kestra Investment Services, LLC Royal Oak MI 400 W 4th St",cameron@kestrafinancial.com,,Salesforce
238597,,haredincer@hotmail.com D?NCER,,[Unknown],haredincer@hotmail.com,,source
11217051,,Nivea Valsaraj,,,nivea.valsaraj@nb.com,,Other
10487273,,Daniel McVeigh,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",daniel_mcveigh@ml.com,,List Import
10984004,Inactive Investor,Kimberly Riccoboni,,"MML Investors Services, LLC Tinton Falls NJ Private Residence",,,Salesforce
10891192,Inactive Investor,Morgan Williams,,"Raymond James Financial Services, Inc. Sikeston MO 741 N Main St",morgan.krokstrom@raymondjames.com,,Salesforce
10758988,Inactive Investor,Michael Brady,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Walton Beach FL 45 Eglin Pkwy NE",mike.brady1@ml.com,,Salesforce
9562705,,Angela Thomas,,,athomas@kdv.com,,List import
11011687,Inactive Investor,Nicole Hatt,,"Empower Financial Services, Inc Amsterdam MO Private Residence",nicole.hatt@empower.com,,Salesforce
10894348,Inactive Investor,James Roberts,Senior Director,"Wells Fargo Advisors Financial Network, LLC Camarillo CA 400 W Ventura Blvd",,,Salesforce
11191668,Inactive Investor,Joanne Novie,Registered Senior Client Service Associate,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",joanne.novie@raymondjames.com,,Salesforce
10994813,Inactive Investor,Myra Dottax,,J.P. Morgan Securities LLC Sacramento CA 1598 Arden Way,myra.dottax@chase.com,,Salesforce
10889498,Inactive Investor,The-Phong Truong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 1707 E Capitol Expy",,,Salesforce
9561972,,ALEXANDROS CH. NATSAKAKOS,,,alnatsakakos@viospiral.gr,,List import
10805023,Inactive Investor,Steven Hefter,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Highland Park IL 1849 Green Bay Rd",steven.hefter@wfadvisors.com,,Salesforce
11067904,Inactive Investor,David Piccolo,Managing Member,"Piccolo Investment Consulting, LLC",david@picinvesting.com,,Salesforce
11182538,Inactive Investor,Daniel Phelan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",,,Salesforce
10951402,Inactive Investor,Jennifer Raketich,Senior Client Service Associate,William Blair,jraketich@williamblair.com,,Salesforce
194372,,Shellie Peters,Senior Wealth Advisor,"The Colony Group, LLC",speters@thecolonygroup.com,301-656-1200,
10777943,Inactive Investor,Susan Gnall,Director - Alternative Investments;Executive Director;Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,susan.gnall@morganstanley.com,,Salesforce
211719,,Mary Ross,Chief Privacy Officer,OSOM Products Inc,mary.n.stone@gmail.com,,Content
11146277,Inactive Investor,Benson Tang,,"APW Capital, Inc. Garden City NY 300 Garden City Plz",,,Salesforce
10887380,Inactive Investor,Gary Parsons,Financial Advisor,LPL Financial LLC Tallahassee FL 1673 Mahan Center Blvd,gary.parsons@lpl.com,,Salesforce
11150676,Inactive Investor,Barry Bidwell,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,bbidwell@ft.newyorklife.com,,Salesforce
11175302,Inactive Investor,Scott Roslonowski,Financial Advisor,"Ameriprise Financial Services, LLC Satellite Beach FL 2050 S Patrick Dr",scott.roslonowski@ampf.com,,Salesforce
10806187,Inactive Investor,Matthew Swartz,Assistant Vice President;Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",matthew.swartz@ml.com,,Salesforce
11188449,Inactive Investor,Annemarie Milton,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,annemarie.k.milton@jpmorgan.com,,Salesforce
9561473,,Patti Hicks,,,patti.a.hicks@huntington.com,,List import
10768675,Inactive Investor,Christopher Rouse,,"Kestra Investment Services, LLC Excelsior MN 350 Hwy 7",crouse@nfp.com,,Salesforce
11093010,Inactive Investor,Viviana Pardo,Authorized Officer;Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,viviana.pardo@ubs.com,,Salesforce
11038635,Inactive Investor,Mathew Bettenhausen,,"MML Investors Services, LLC Lincoln NE 6041 Village Dr",mbettenhausen@financialguide.com,,Salesforce
159483,,CJ Sneaks,,[Unknown],cannadaddmv@gmail.com,,Paid Social
11210846,Inactive Investor,Frank Antonucci,Branch Manager;Investment Advisor Representative,LPL Financial LLC Orchard Park NY 4063 N Buffalo St,frank.antonucci@lpl.com,,Salesforce
10843830,Inactive Investor,Brenton Dickson,Partner,Ganson & Company Fiduciary Services,,,Salesforce
10976671,Inactive Investor,Kristie Stalnaker,,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,kstalnaker@primerica.com,,Salesforce
10907312,Inactive Investor,Terin Smith,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,terin.smith.u0j0@statefarm.com,,Salesforce
10347573,,Cami Abela,,,camila.abela@verndale.com,,Web form fillout
10964229,Inactive Investor,Kenneth Harper,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,kharper00@ft.newyorklife.com,,Salesforce
10795493,Inactive Investor,Carilyn Eanes,Senior Client Service Assistant,Morgan Stanley Bradenton FL 1401 Manatee Ave W,,,Salesforce
10781453,Inactive Investor,Joseph Grund,Managing Director,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",jgrund@ampf.com,,Salesforce
11030670,Inactive Investor,Esther Jin,,Edward Jones Novato CA 505 San Marin Dr,esther.jin@edwardjones.com,,Salesforce
266,,,,,j.mccalle250@t-online.de,,
11205917,Inactive Investor,Trevor Meads,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9594992,,Vipin Not Provided,,,vsahijwani@lynxinvestment.com,,List import
9580698,,Mike Strouse,,,mike@finalwave.com,,List import
11061921,Inactive Investor,Mitchell Weiss,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",mitchell.weiss@ampf.com,,Salesforce
11060418,Inactive Investor,David Rosoff,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,david.rosoff@fidelity.com,,Salesforce
10902369,Inactive Investor,Kevin O'Hanlon,Planning Associate;Senior Financial Planning Associate,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10959963,Inactive Investor,Mitchell Juda,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mitchell.juda@tiaa.org,,Salesforce
10881068,Inactive Investor,Gerald Monahan,,Brookstone Capital Management LLC Omaha NE 1055 N 115th St,,,Salesforce
9590123,,KEVIN WANG,,,kw@lhfoods.us,,List import
9566799,,Robert Reeves,,,soulstripes77@gmail.com,,List import
11066147,Inactive Investor,Daniel Long,,"Avantax Investment Services, Inc. Solomons MD 20 Creston Ln",,,Salesforce
10822000,Inactive Investor,Jeffrey Dominguez,Chief Compliance Officer;Chief Executive Officer;President,"Dominguez Wealth Management Solutions, Inc.",jeffrey.dominguez@dominguezwms.com,,Salesforce
338661,,Mark Weiner,"CFO, CCO",Appian Way Asset Management Lp,mark@appianasset.com,212-931-1173,Manual List Upload
11193355,Inactive Investor,Ryan Bates,,Arvest Wealth Management Tulsa OK 1515 S Utica Ave,rbates@arvest.com,,Salesforce
10783603,Inactive Investor,David Patterson,Senior National Sales Director,PFS Investments Inc. Dickson TN 301 S Main St,,,Salesforce
9570161,,Conan Gu,,,conan@jerichocap.com,,List import
11035329,Inactive Investor,Robert Jefferson,,LPL Financial LLC Woburn MA 300 Tradecenter,robert.jefferson@lpl.com,,Salesforce
65394,,Adam Peterson,"Managing Member, Regulatory Contact","The Magnolia Group, LLC",apeterson@the-magnolia-group.com,402-403-0754,
10993236,Inactive Investor,Samee Khan,,J.P. Morgan Securities LLC Pickerington OH 1785 Hill Rd N,samee.khan@jpmorgan.com,,Salesforce
10523629,,Will Hawes,,,willhawes1964@gmail.com,,Web Form Fillout
10851696,Inactive Investor,Sarah Hogue,Wealth Advisor,LPL Financial LLC North Little Rock AR 2401 Crestwood Rd,sarah.hogue@lpl.com,,Salesforce
11161659,Inactive Investor,Abraham Kaoud,,Park Avenue Securities LLC Miami FL 2 S Biscayne Blvd,,,Salesforce
9570193,,PAUL HEUMILLER,,,paul.heumiller@gmail.com,,List import
10850359,Inactive Investor,Robert Orosz,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,robert.orosz@fidelity.com,,Salesforce
11138287,Inactive Investor,Brent Breedlove,,PFS Investments Inc. Madera CA 460 E Almond Ave,brent.breedlove@primerica.com,,Salesforce
10982445,Inactive Investor,Alexandra Costello,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",alexandra.e.seyle@nm.com,,Salesforce
11010820,Inactive Investor,Johann Harich,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,johann.harich@primerica.com,,Salesforce
10792343,Inactive Investor,James Shafferman,Financial Advisor,Edward Jones Louisville KY 100 Mallard Creek Rd,jay.shafferman@edwardjones.com,,Salesforce
11186235,Inactive Investor,Roberto Reza,,PFS Investments Inc. Chino Hills CA 14728 Pipeline Ave,rreza@primerica.com,,Salesforce
11043984,Inactive Investor,Josiah Kedzior,Chief Compliance Officer;Managing Member;President,Kedzior Wealth Management LLC,,,Salesforce
10792515,Inactive Investor,Daniel Ellis,Wealth Management Advisor,Western Wealth Management LLC Golden CO 440 Indiana St,,,Salesforce
9579425,,Tim Giordano,,,timothykgiordano@gmail.com,,List import
9579859,,Vincent Wu,,,vincent.wu@fidelity.com,,List import
10840576,Inactive Investor,Joseph DiGiso,Senior Vice President,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",,,Salesforce
9646428,,Glin Edwards,,,glinedwards@yahoo.com,,List import
11052800,Inactive Investor,Nicholas Salafia,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10912343,Inactive Investor,Jonathan Kroening,Financial Planner,"Osaic Wealth, Inc. Menomonie WI 393 Red Cedar St",,,Salesforce
11177119,Inactive Investor,Denise Donahue,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,denise.donahue@ubs.com,,Salesforce
10875871,Inactive Investor,Siddharth Tripathi,,Citigroup Global Markets Inc.,,,Salesforce
9542399,,Patrick robinson,,,neilrcalico424@gmail.com,,List import
9557772,,Matthew Steffes,,,matthew.steffes@fidelity.com,,List import
10836783,Inactive Investor,Ryan Dwyer,Financial Advisor;Vice President,"RBC Capital Markets, LLC Eugene OR 975 Oak St",ryan.dwyer@rbc.com,,Salesforce
10786881,Inactive Investor,Kevin Alberty,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,,,Salesforce
216331,,Ekhaguosa Omoregie,,[Unknown],guosilo11@gmail.com,,Event
9546096,,Ruchika Marda,,,rmarda10@gmail.com,,List import
10885079,Inactive Investor,Jeffrey Halbert,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11188573,Inactive Investor,Hardee Jerrels,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Little Rock AR 650 S Shackleford Rd",,,Salesforce
10925200,Inactive Investor,Kristy Crisman,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10808112,Inactive Investor,Robert Rubarth,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MI 321 E 2nd St",bob.rubarth@stifel.com,,Salesforce
11156232,Inactive Investor,Benjamin Ziegler,,Jefferies LLC,bziegler@jefferies.com,,Salesforce
227874,,Matthew Carpenter,,HRT (Hudson River Trading),mcarpenter@hudson-trading.com,212-293-1466,
10881207,Inactive Investor,Adam Conway,Financial Advisor,LPL Financial LLC Wellesley MA Private Residence,adam.conway@lpl.com,,Salesforce
10827348,Inactive Investor,Timothy Sjostrom,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Geneva IL 10 W State St,timothy.sjostrom@morganstanley.com,,Salesforce
9614602,,s b,,,sphinxbugs@gmail.com,,List import
11063112,Inactive Investor,Connor Graham,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Graham Wealth Management LLC,,,Salesforce
10939125,Inactive Investor,Dustin Bass,,State Farm VP Management Corp. Tulsa OK 8920 S Delaware Ave,dustinbass@statefarm.com,,Salesforce
11127457,Inactive Investor,Paulette Carey,,"Osaic Wealth, Inc. Hauppauge NY 225 Wireless Blvd",,,Salesforce
11234693,Inactive Investor,Robert Gross,Wealth Manager,Creative Planning Burlingame CA 333 Lorton Ave,robert.gross@creativeplanning.com,,Salesforce
11116114,Inactive Investor,Sanjay Wagle,Registered Principal,LPL Financial LLC Glen Ellyn IL 45 S Park Blvd,sanjay.wagle@lpl.com,,Salesforce
11233051,Inactive Investor,Anne Thomas,Client Associate,"Wells Fargo Clearing Services, LLC Topeka KS 2445 SW Wanamaker Rd",,,Salesforce
11087829,Inactive Investor,Jenny Enciso,,J.P. Morgan Securities LLC Torrance CA 21660 Hawthorne Blvd,jenny.enciso@jpmorgan.com,,Salesforce
10781378,Inactive Investor,Matthew McAskin,,Evercore Group L.L.C.,matthew.mcaskin@evercore.com,,Salesforce
10970380,Inactive Investor,Ryan Turner,,"Farmers Financial Solutions, LLC Stockton CA 2321 W March Ln",rturner@farmersagent.com,,Salesforce
11087547,Inactive Investor,Nancy Gillespie,Senior Client Service Associate,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",nancy.gillespie@raymondjames.com,,Salesforce
11044331,Inactive Investor,Michael Dalman,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11038148,Inactive Investor,Mary Bosley,,J.P. Morgan Securities LLC Barberton OH 444 Robinson Ave,,,Salesforce
228746,, -,,[[Unknown]],skosanajacob85@gmail.com,,Paid Search
371727,,Hang Jia,,China,sbssjz_vip@163.com,,Salesforce
11117274,Inactive Investor,Joseph Paredes,,PFS Investments Inc. Upland CA 151 D St,joseph.paredes@primerica.com,,Salesforce
10897932,Inactive Investor,Maria Zaldivar,,J.P. Morgan Securities LLC Elgin IL 270 S Randall Rd,maria.zaldivar@jpmorgan.com,,Salesforce
153060,,Xavier Blanc,,[Unknown],xavier.blanc92@gmail.com,,source
10775134,Inactive Investor,Misty Jones,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Napa CA 703 Trancas St,misty.tarver@ubs.com,,Salesforce
10777240,Inactive Investor,Richard Romey,Chief Compliance Officer;President,"ETF Portfolio Partners, Inc.",rich@etfportfoliopartners.com,,Salesforce
11138976,Inactive Investor,Jerimiah Gildea,,LPL Financial LLC Beaverton OR 12725 SW Millikan Way,jerimiah.gildea@lpl.com,,Salesforce
11062194,Inactive Investor,Natinael Kefle,,"Keel Point Capital, LLC McLean VA 8405 Greensboro Dr",nkefle@keelpoint.com,,Salesforce
148950,,Moji Saba,,[Unknown],mojisaba.au@gmail.com,,
10889703,Inactive Investor,Oliver Lennox,Managing Partner,"DaceyHolden Management, LLC",ol@daceyholden.com,,Salesforce
333630,,Marcella Mitchell,,Mercer Global Advisors Inc.,mmitchell@merceradvisors.com,(770) 913-9704,
10862203,Inactive Investor,Wayne Berry,Chief Compliance Officer;President,Virginia Capital Management Group Inc,wayne@virginiacapital.com,,Salesforce
11018280,Inactive Investor,William Haynes,Managing Director,"Haynes Barker Investment Management, LLC",bill@haynesbarker.com,,Salesforce
338413,,IRA COHEN,FINANCIAL CONSULTANT,U. S. INVESTMENT SERVICES,ijcod@bellsouth.net,(561) 304-0215,Event
9622016,,Alexis Montaño,,,alexleyextrema@hotmail.com,,List import
11177905,Inactive Investor,Roman Lipman,,J.P. Morgan Securities LLC Freehold NJ 4413 US Hwy 9,roman.lipman@jpmorgan.com,,Salesforce
10560728,,IAN JOHNSON,,,ianjohnson18@hotmail.com,,Web Form Fillout
10826848,Inactive Investor,Timothy Hanley,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",timothy.hanley@nm.com,,Salesforce
9610455,,Chris Marks,,,connect33space@gmail.com,,List import
11113635,Inactive Investor,Michael Cascini,Regional Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,michael.cascini@primerica.com,,Salesforce
11050469,Inactive Investor,Nicholas Powell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
236775,, -,,[[Unknown]],zack_gideon@yahoo.com,,
11055564,Inactive Investor,Jeffrey Snyder,,"Cadaret, Grant & Co., Inc. Glastonbury CT 2234 Main St",,,Salesforce
7633364,,Alexander Dastig,,,info@adas-investments.com,,Web form fillout
11125372,Inactive Investor,Mackenzie Flynn,Financial Professional,LPL Financial LLC Hudson OH 1737 Georgetown Rd,kenzie.marshallflynn@lpl.com,,Salesforce
352227,,Jared Isenstein,Associate,Blue Wolf Capital Partners Llc,jared@bluewolfcapital.com,212-488-1340,Manual List Upload
226657,, -,,[[Unknown]],pierre@bigbyfp.com,,Initial Salesforce Import
9551893,,Martin Coursey,,,mcoursey@massmutual.com,,List import
11193081,Inactive Investor,William Martinez,Chief Operating Officer;Co-Founder;Managing Member,ENZI Wealth,william@enziwealth.com,,Salesforce
10656932,,Maria Rico,,,mrico.mnt21@primerica.com,,List Import
10611119,,Peter Starrett,"Assistant Vice President, Senior Financial Advisor",,peter.starrett@ml.com,,List Import
11213276,Inactive Investor,Dylan Kakley,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,dylan.kakley@fmr.com,,Salesforce
211437,,sandy sussman,Associate General Counsel,conference of state bank supervisors,ssussman@csbs.org,,Content
10854418,Inactive Investor,Jyoti Gujral,,"Osaic Wealth, Inc. Reston VA 12040 S Lakes Dr",,,Salesforce
11203530,Inactive Investor,Sherman Ober,,Cetera Advisors LLC Salem OR 3468 Liberty Rd S,sherman.ober@ceteraadvisors.com,,Salesforce
10924769,Inactive Investor,Christopher Omalley,,"The Leaders Group, Inc.",,,Salesforce
10991561,Inactive Investor,Daniel Shulman,,BNY Mellon Securities Corporation Garden City NY 1001 Franklin Ave,daniel.shulman@bnymellon.com,,Salesforce
10945031,Inactive Investor,Emilio Pineda,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Katy TX 1622 S Mason Rd",emilio.pineda@ml.com,,Salesforce
10983403,Inactive Investor,Jerry Wade,Financial Planner,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",jerrywade@financialguide.com,,Salesforce
10853918,Inactive Investor,Gerard Ryan,Financial Advisor,"Osaic Wealth, Inc. Albany NY 9 Washington Sq",,,Salesforce
11030038,Inactive Investor,Deepa Chandran,Senior Team Leader,Edward Jones,,,Salesforce
9599227,,Stephen Grant,,,stephen.grant@cititec.com,,List import
10843531,Inactive Investor,Richard Addis,Anti-Money Laundering Compliance Officer;Chief Operating Officer;Principal;Regulatory Contact;Technology Officer,"Milestone Investments, Inc.",,,Salesforce
9603694,,Adedoyin Bamishile,,,johnbrown1759@gmail.com,,List import
9581947,,Anna Gorman,,,anna.gorman@voyafa.com,,List import
10918319,Inactive Investor,Michael Carpenter,Chief Financial Officer;Partner,"Moneta Group Investment Advisors, LLC",mcarpenter@monetagroup.com,,Salesforce
10756917,Inactive Investor,Levi Edgecombe,Investment Advisor Representative,USA Financial Securities LLC Puyallup WA 424 29th St NE,,,Salesforce
10645691,,Michael Milani,,,michael.milani@bakertilly.com,,List Import
10856148,Inactive Investor,Alberta Binns,,"FBL Marketing Services, LLC Leoti KS 205 N 4th St",alberta.binns@fbfs.com,,Salesforce
10617884,,Margaret Palace,,,maggie_palace@ml.com,,List Import
9610931,,MARC POSNER,,,marcjposner@msn.com,,List import
11113461,Inactive Investor,Karen Soule,Wealth manager Assistant,LPL Financial LLC Boston MA 31 Milk St,karen.soule@lpl.com,,Salesforce
9577760,,Katelyn Donnelly,,,katelyn.donnelly@gmail.com,,List import
11039206,Inactive Investor,Tyler Ervin,Associate Advisor;Financial Professional,LPL Financial LLC Concord NC 1036 Branchview Dr,tyler.ervin@lpl.com,,Salesforce
10929851,Inactive Investor,David Neff,,"Raymond James Financial Services, Inc. Grove City OH 3886 Broadway",,,Salesforce
10950073,Inactive Investor,Vincent Catalano,Chief Market Strategist;Director,Stuyvesant Capital Management Corporation,vcatalano@stuyvesantcapital.com,,Salesforce
11031032,Inactive Investor,Vincent Pravata,Wealth Management Specialist,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,vincent.pravata@morganstanley.com,,Salesforce
10769346,Inactive Investor,John Wobbe,Director - Research;Vice President,Confluence Investment Management LLC,jwobbe@confluenceim.com,,Salesforce
11179757,Inactive Investor,Brent Presley,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",brent.presley@nm.com,,Salesforce
11035389,Inactive Investor,Evan Febles,Financial Advisor,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",evan.febles@equitable.com,,Salesforce
10834690,Inactive Investor,Christopher Kichurchak,Managing Member;President;Wealth Advisor,"Independence Wealth Advisors, LLC Independence OH 6480 Rockside Woods Blvd S",chris@iwadirect.com,,Salesforce
10871314,Inactive Investor,Christopher Mayer,,"FBL Marketing Services, LLC Bozeman MT 100 Red Mountain Dr",christopher.mayer@fblfinancial.com,,Salesforce
9606437,,Grace Lee,,,graceful.ej@gmail.com,,List import
11111071,Inactive Investor,Marianne Sheppard,,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",marianne.x.sheppard@ampf.com,,Salesforce
10968530,Inactive Investor,Nicholas Rossetti,Client Service Associate,Wintrust Investments LLC,nrossetti@wintrustwealth.com,,Salesforce
11260611,Inactive Investor,William Turner,,PFS Investments Inc. Lebanon NJ 1220 State Rte 31,wturner@primerica.com,,Salesforce
11139944,Inactive Investor,Michael Gonzales,Financial Advisor,LPL Financial LLC Hurst TX 1241 Southridge Ct,michael.gonzales@lpl.com,,Salesforce
9606589,,Dominic Bufton,,,dominic.bufton@gmail.com,,List import
11072306,Inactive Investor,Matthew Graf,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",matthew.g.graf@ampf.com,,Salesforce
9581360,,Katelyn Stevens,,,katelyn.stevens@benjaminfedwards.com,,List import
10937979,Inactive Investor,Kevin Depue,Private Client Advisor,J.P. Morgan Securities LLC Mansfield OH 1331 Park Ave W,,,Salesforce
7208984,,rasa kasa,,,jenniferwilson@gmail.com,,Web Form Fillout
10696369,,Aaron Gordon,,Hornor Townsend & Kent Llc,agordon@htk.com,,List import
9069649,,Robert Stone,,,robertiastone88@gmail.com,,Web Form Fillout
11167742,Inactive Investor,Bertha Munoz,Director - Business Strategy,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,bertha.munoz@morganstanley.com,,Salesforce
10800641,Inactive Investor,Mikelle Copella,,LPL Financial LLC Columbus OH 291 E Livingston Ave,mikelle.copella@lpl.com,,Salesforce
10818292,Inactive Investor,Joni Langenberg,Wealth Management Consultant,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,joni.langenberg@edwardjones.com,,Salesforce
10809699,Inactive Investor,Dennis Hunt,,PNC Investments Somerset PA 108 E Main St,dennis.hunt@pnc.com,,Salesforce
10988369,Inactive Investor,Felisha Garcia,,J.P. Morgan Securities LLC New York NY 147 E 86th St,annie.garcia@chase.com,,Salesforce
167021,,NIKOLAOS KOSTOPOULOS,,[Unknown],nicolaskostopoulos@gmail.com,,
11127020,Inactive Investor,Trevor Behr,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
9556320,,Qwanyae Skinner,,,qwanyaeskinner@icloud.com,,List import
10876247,Inactive Investor,Brian Walter,,"RBC Capital Markets, LLC Columbia MD 10500 Little Patuxent Pkwy",brian.walter@rbc.com,,Salesforce
11051976,Inactive Investor,Robert Blanch,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,robert.c.blanch@jpmorgan.com,,Salesforce
10847847,Inactive Investor,Sameer Aga,,J.P. Morgan Securities LLC Bay Shore NY 840 Sunrise Hwy,sameer.x.aga@jpmorgan.com,,Salesforce
220060,,Gloria Brown,,[Unknown],gjbee06@yahoo.com,,Direct
106385,,Robert Husted,Principal,Mortgage Industry Advisory Company,robert.husted@miacanalytics.com,212-233-1250,Manual List Upload
10775918,Inactive Investor,Daniel Fuchs,,UBS Financial Services Inc.,daniel.fuchs@ubs.com,,Salesforce
10956398,Inactive Investor,Jonathan Guerin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",jonathan.guerin@ml.com,,Salesforce
9600266,,Jeremy Stewart,,,stewartj@investstrategic.com,,List import
9614159,,Eleanor von Muralt,,,evmocean@protonmail.com,,List import
11205483,Inactive Investor,William Macknis,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11049668,Inactive Investor,Gabriel Gomez,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",gabriel.gomez@wellsfargo.com,,Salesforce
9548956,,Richard Beach,,,rbeach@gwnsecurities.com,,List import
232970,, -,,[Unknown],prabhoh@yahoo.com,,
9586656,,Krista Thompson,,,krista@wcmria.com,,List import
11175220,Inactive Investor,Gregory Holman,,J.P. Morgan Securities LLC Flushing NY 7141 Main St,gregory.holman@jpmorgan.com,,Salesforce
10657917,,Jenna Kiernan,,,jkiernan@williamblair.com,,List Import
11025426,Inactive Investor,James Webb,,Stirlingshire Investments,,,Salesforce
245821,,Not Provided,Legislative Correspondent,U.S. Senate,derrick_bhole@warnock.senate.gov,,Manual List Upload
9552743,,Ashley Glynn,,,aglynn@financialguide.com,,List import
9555985,,Nathan Rainbolt,,,nathan.rainbolt@53.com,,List import
10866951,Inactive Investor,Louis Mucci,Financial Advisor,Advisory Services Network Beachwood OH 29325 Chagrin Blvd,,,Salesforce
9602087,,John Hull,,,jhull@bukaty.com,,List import
344799,,Rachel West,Chief People Officer,Pinnacle Wealth Advisors,rwest@pnfp.com,615-743-8271,Manual List Upload
10782629,Inactive Investor,Jacqueline O'Brien,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",obrien.jacqueline@ntrs.com,,Salesforce
11195564,Inactive Investor,Walter Scott,,"Cambridge Investment Research, Inc. Morristown NJ 1 Madison Ave",,,Salesforce
10816393,Inactive Investor,Kenneth Souser,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 5789 Widewaters Pkwy",ken.souser@wellsfargoadvisors.com,,Salesforce
11165928,Inactive Investor,Alex Payne,,"Osaic Wealth, Inc. Gadsden AL 4990 US Hwy 278 E",,,Salesforce
10913789,Inactive Investor,Carlos Thompson,,J.P. Morgan Securities LLC Clermont FL 220 Citrus Tower Blvd,carlos.thompson@jpmorgan.com,,Salesforce
10911407,Inactive Investor,Tyler Klepek,Financial Advisor,LPL Financial LLC Columbus OH 7650 Rivers Edge Dr,tyler.klepek@lpl.com,,Salesforce
9574930,,Travis Dougherty,,,travis.dougherty@lfg.com,,List import
11000183,Inactive Investor,Gabriel Garcia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10995360,Inactive Investor,Natasha Kanitkar,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,natasha.kanitkar@jpmorgan.com,,Salesforce
53192,,Brenton Lane,Investment Advisor Representative,"Equity Services, Inc.",lane_brenton@nlvmail.com,,
11115664,Inactive Investor,Mitchell Gatewood,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11160775,Inactive Investor,Andrew Kousouros,Financial Advisor,"Wells Fargo Clearing Services, LLC Armonk NY 490 Main St",andrew.kousouros@wellsfargo.com,,Salesforce
11069138,Inactive Investor,Trajan Sung,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",trajan.sung@bofa.com,,Salesforce
9618583,,Mingyuan Zhang,,,mingyuan.zhang@citadel.com,,List import
11004943,Inactive Investor,Chase Pollard,,"Farmers Financial Solutions, LLC Ardmore OK 1401 W Broadway St",cpollard@farmersagent.com,,Salesforce
10979923,Inactive Investor,John McNierney,,"Equitable Advisors, LLC Hicksville NY 174 Park Ave",john.mcnierney@equitable.com,,Salesforce
11099773,Inactive Investor,Peter Desko,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10992355,Inactive Investor,Nathan Mcalister,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,njmcalister@ft.newyorklife.com,,Salesforce
10893684,Inactive Investor,Michael Otto,Financial Advisor,"Ameriprise Financial Services, LLC South Hadley MA 551 Newton St",michael.otto@ampf.com,,Salesforce
10820885,Inactive Investor,Irma Lopez Perez,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,irma.perez@ubs.com,,Salesforce
11175630,Inactive Investor,Matthew Voss,Executive Director;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,matthew.voss@morganstanley.com,,Salesforce
11060663,Inactive Investor,Charles Poindexter,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
10613507,,Rajas Desai,"Financial Advisor, Senior Wealth Strategy Associate",,rajas.desai@ubs.com,,List Import
10489393,,Greg Hornok,"Branch Director, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",greg.hornok@rbc.com,972-612-2921,List Import
10823683,Inactive Investor,Noelle Zanetti,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",noelle.zanetti@ml.com,,Salesforce
339376,,Jean NICOLLE,,[Unknown],jean.nicolle20@free.fr,,
10834901,Inactive Investor,Merritt Hunt,,Lincoln Investment Renton WA 3900 E Valley Rd,mhunt@lincolninvestment.com,,Salesforce
11036612,Inactive Investor,Mohammed Slaoui Andaloussi,,J.P. Morgan Securities LLC Batavia IL 5 N Randall Rd,mohammed.slaoui-andaloussi@jpmorgan.com,,Salesforce
332906,,Jake Horwitz,,David Horwitz & Associates,jake@horwitzadvisors.com,,
11188047,Inactive Investor,John Park,,Jefferies LLC,jpark@jefferies.com,,Salesforce
11220269,,Raymond Book,,,rbook@savantwealth.com,,Other
11160935,Inactive Investor,Michael Lambrix,Investment Advisor Representative,Commonwealth Financial Network Prescott AZ 700 S Montezuma St,mlambrix@commonwealth.com,,Salesforce
11065427,Inactive Investor,Rosa Ortiz,Chief Compliance Officer;Co-Chief Compliance Officer;Regulatory Contact;Senior Manager,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",rosa.colonortiz@popular.com,,Salesforce
10876202,Inactive Investor,Samuel Rose,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",samuel.rose@ml.com,,Salesforce
11123285,Inactive Investor,Rivaldo Tobia,,J.P. Morgan Securities LLC Sterling Heights MI 13999 Lakeside Cir,rivaldo.tobia@jpmorgan.com,,Salesforce
11117331,Inactive Investor,William Figueroa,,J.P. Morgan Securities LLC Las Vegas NV 7965 Blue Diamond Rd,william.figueroa@jpmorgan.com,,Salesforce
10995827,Inactive Investor,Jelani Fountain,,J.P. Morgan Securities LLC Albuquerque NM 6670 Indian School Rd NE,jelani.fountain@jpmorgan.com,,Salesforce
10831671,Inactive Investor,William Gahagan,,"Raymond James Financial Services, Inc. Cornelius NC 7632 Norman Island Dr",bill.gahagan@raymondjames.com,,Salesforce
10997948,Inactive Investor,Sergio Del Puerto,Financial Advisor,LPL Financial LLC Manhattan Beach CA 1440 Rosecrans Ave,sergio.puerto@lpl.com,,Salesforce
11062564,Inactive Investor,Janet Schlueter,,Thrivent Investment Management Inc. Sioux Falls SD 3901 W Technology Cir,janet.schlueter@thrivent.com,,Salesforce
11166110,Inactive Investor,Blake Guzy,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11129595,Inactive Investor,Brian Alarcon,Private Banker,Citigroup Global Markets Inc.,brian.alarcon@citigroup.com,,Salesforce
11029887,Inactive Investor,Lauren Porter,Financial Advisor,Edward Jones Fair Haven NJ 774 River Rd,lauren.porter@edwardjones.com,,Salesforce
10899249,Inactive Investor,Jason Imig,Director - Field Supervision;Senior Field Supervision Director,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,jason.imig@edwardjones.com,,Salesforce
10923992,Inactive Investor,Brian Douglass,Chief Compliance Officer;Financial Advisor,"Financial Advisors Network, Inc.",brian@fanwmg.com,,Salesforce
10619200,,Sean Lannan,,,sean.lannan@morganstanley.com,,List Import
10768713,Inactive Investor,Stacy Crews,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 1120 Nasa Pkwy",stacy.b.larsen@ampf.com,,Salesforce
10982489,Inactive Investor,Laurel Carey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,laurel_carey@vanguard.com,,Salesforce
11103737,Inactive Investor,Thomas Coke,,&Partners Odessa TX 825 John Ben Shepperd Pkwy,,,Salesforce
10823794,Inactive Investor,Richard Dambola,,"CFD Investments, Inc. Succasunna NJ 165 State Rte 10 E",richard.dambola@cfdinvestments.com,,Salesforce
10947898,Inactive Investor,Maran Agosta,,The Huntington Investment Company Dover OH 232 W 3rd St,maran.agosta@huntington.com,,Salesforce
207660,,M Cheng,,[Unknown],mike.c4@gmail.com,,Direct
10880483,Inactive Investor,Aaron Stark,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",aaron.stark@nm.com,,Salesforce
10845997,Inactive Investor,Joseph Gaba,,State Farm VP Management Corp. Macedonia OH 1129 E Aurora Rd,,,Salesforce
9541913,,Jeffrey Glosson,,,jagee211@gmail.com,,List import
10961758,Inactive Investor,Ryan Montanari,,"Ameriprise Financial Services, LLC Independence OH 6100 Oak Tree Blvd",,,Salesforce
11194405,Inactive Investor,Steven Cassell,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10969729,Inactive Investor,Brian Merrick,,"Voya Financial Advisors, Inc.",brian.merrick@voya.com,,Salesforce
11183279,Inactive Investor,Wendy Mayfield,,"MML Investors Services, LLC Kansas City MO 9237 Ward Pkwy",,,Salesforce
11254397,Inactive Investor,Anthony Perez-Pena,,"Wells Fargo Clearing Services, LLC Albuquerque NM 8100 Wyoming Blvd NE",,,Salesforce
9619010,,Anthony Collignon,,,toxtor_drums@hotmail.com,,List import
11109827,Inactive Investor,Bradley Travis,,LPL Financial LLC Lewes DE 33322 E Chesapeake St,bradley.travis@lpl.com,,Salesforce
234256,, -,,[[Unknown]],titelinz99@gmail.com,,Organic Search
10946309,Inactive Investor,Bridget Ghant,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11149720,Inactive Investor,Andrew Clos,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,andrew.clos@fidelity.com,,Salesforce
153169,,Blair Eiler,,[Unknown],eilercpa@gmail.com,,
11162914,Inactive Investor,Erik Maugeri,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,emaugeri@aegiscap.com,,Salesforce
11092828,Inactive Investor,Gabriel Cicconetti,,"Allstate Financial Services, LLC Painesville OH 9952 Johnnycake Ridge Rd",gabrielcicconetti@allstate.com,,Salesforce
10979972,Inactive Investor,Tiamo Gonzalez,,PFS Investments Inc. Stonewall LA 671 Hwy 171,gcul1@primerica.com,,Salesforce
10918644,Inactive Investor,Candice Montie,,"Moloney Securities Co., Inc. Fenton MI 400 S Adelaide St",cmontie@moseco.com,,Salesforce
11171041,Inactive Investor,Maria Linares,Financial Advisor;First Vice President - Investments,Citigroup Global Markets Inc. New York NY 2861 Broadway,,,Salesforce
10864430,Inactive Investor,Jerry Moody,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11081257,Inactive Investor,Christopher Standridge,Financial Planning Director,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",mstandridge@financialguide.com,,Salesforce
10809989,Inactive Investor,Alex Acupan,Financial Advisor,Edward Jones Miami OK 200 A St NW,alex.acupan@edwardjones.com,,Salesforce
11209049,Inactive Investor,Jennifer Hickman,,"Farmers Financial Solutions, LLC San Antonio TX 14526 Jones Maltsberger Rd",jhickman@farmersagent.com,,Salesforce
9565170,,John Bilberry,,,jbilberry@heimyoung.com,,List import
10763243,Inactive Investor,Russell Kramp,,UBS Financial Services Inc. Wellesley Hills MA 55 William St,russell.kramp@ubs.com,,Salesforce
10931927,Inactive Investor,Ann Mock,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
11071278,Inactive Investor,Samuel Lewinson,,"Avantax Investment Services, Inc. Woodland Hills CA 20335 Ventura Blvd",,,Salesforce
343268,, -,,[[Unknown]],dslieberman@optonline.net,,
9546402,,Saul Kaplan,,,saulbkaplan@gmail.com,,List import
116425,,Stephen Albinson,Financial Advisor,"VALIC Financial Advisors, Inc.",stephen.albinson@valic.com,908-470-4110,
10794749,Inactive Investor,Phillip Faubert,Investment Advisor Representative,Commonwealth Financial Network Costa Mesa CA 1503 S Coast Dr,pfaubert@commonwealth.com,,Salesforce
11182353,Inactive Investor,Alan Goodstein,Chief Compliance Officer;Managing Member;Principal,Goodstein Wealth Management LLC,alan@goodsteinwealth.com,,Salesforce
352584,,Lauren Milligan,Investment Team,Keyhaven Capital Partners Limited,lauren@keyhavencapital.com, -4326363,Manual List Upload
11082068,Inactive Investor,Mark Rushwald,Chief Compliance Officer;Investment Advisor;Owner,"Rushwald, Mark Steven",msr@rushwald.com,,Salesforce
10836499,Inactive Investor,Peter Cotter,Senior Vice President - Wealth Management,UBS Financial Services Inc. Rockland MA 1099 Hingham St,peter.cotter@ubs.com,,Salesforce
9574077,,Austin M,,,ajmerando1@yahoo.com,,List import
11006054,Inactive Investor,Bradley Bond,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",bradley.bond@nm.com,,Salesforce
11203429,Inactive Investor,Martin Hopkins,Chief Compliance Officer;Chief Executive Officer,Wealth Management Solutions Annapolis MD 1997 Annapolis Exchange Pkwy,martin@wmsplan.com,,Salesforce
10770975,Inactive Investor,Wei Chen,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Rancho Sante Fe CA 6037 Laflecha,wei.chen@morganstanley.com,,Salesforce
9570847,,Michael Haberkorn,,,mhaberkorn@silver-rockllc.com,,List import
10926507,Inactive Investor,Ashley Delgado,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
6109,, -,,[[Unknown]],calebamoody@yahoo.com,,Initial Salesforce Import
9607107,,Boss Bissov,,,kemayo55@gmail.com,,List import
11092768,Inactive Investor,Daniel Snyder,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",casey.snyder@stewardpartners.com,,Salesforce
10814863,Inactive Investor,Gregg Cummings,Executive Director;Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Saint Paul MN 380 Saint Peter St,gregg.cummings@morganstanley.com,,Salesforce
11190801,Inactive Investor,Jonathan Priestley,,J.P. Morgan Securities LLC Houston TX 600 Travis St,jonathan.m.priestley@jpmorgan.com,,Salesforce
117221,,Robert Johnson,,"Berthel, Fisher & Company Financial Services, Inc.",rjohnson@berthelrep.com,513-367-1031,
10938049,Inactive Investor,David Krupka,,"Farmers Financial Solutions, LLC Liberty MO 1201 W College St",dkrupka@farmersagent.com,,Salesforce
11311274,Inactive Investor,Ari Nadler,,"Nadler Financial Group, Inc.",anadler@nadlerfinancial.com,847-940-4040,Salesforce
11133941,Inactive Investor,Keith Gregory,Financial Advisor,"Independent Advisor Alliance, LLC Clover SC 244 Latitude Ln",keith@independentadvisoralliance.com,,Salesforce
9608308,,Sean Crehan,,,seandcrehan@gmail.com,,List import
10785108,Inactive Investor,Kimberly Arch,,"RBC Capital Markets, LLC Eugene OR 975 Oak St",kim.arch@rbc.com,,Salesforce
373395,,Winston MA,,[Unknown],winstonwma@yahoo.com,,source
11158246,Inactive Investor,Andrew Leyens,,"Cambridge Investment Research, Inc. Fort Washington PA 550 Pinetown Rd",andrew@leyensgroup.com,267-705-2360,Salesforce
236608,, -,,[[Unknown]],juniormaia730@yahoo.com,,Webinar
10974808,Inactive Investor,Barbara Gross,Owner,Barbara Ann Gross Financial Advisor,,,Salesforce
11153415,Inactive Investor,Jeffrey Doyle,,"Woodmen Financial Services, Inc.",jldoyle@woodmen.org,,Salesforce
9550107,,Alfredo Woods,,,alwoody1234@gmail.com,,List import
11121068,Inactive Investor,Lawrence Sailer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",larry_sailer@ml.com,,Salesforce
10833848,Inactive Investor,Sean Orsatti,,"Allstate Financial Services, LLC Simi Valley CA 1965 Yosemite Ave",seanorsatti@allstate.com,,Salesforce
9570456,,Christian Leone,,,leone@luxorcap.com,,List import
10796648,Inactive Investor,Matthew Burton,Founder;Managing Member,Narwhal Capital Management,mburton@narwhalcapital.com,,Salesforce
9593042,,David Stolz,,,dave@stolzassoc.com,,List import
10973786,Inactive Investor,Pedro Valentin Olavarria,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,pvalentin-olavarria@primerica.com,,Salesforce
10782873,Inactive Investor,Maureen Ryan,Vice President,Neuberger Berman BD LLC,maureen.ryan@nb.com,,Salesforce
11189459,Inactive Investor,Matthew Hargraves,,Goldman Sachs & Co.,,,Salesforce
9547312,,Marcus Lebars,,,marcus.lebars@gmail.com,,List import
11008310,Inactive Investor,Mohammed Zaidi,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",mohammed.zaidi@equitable.com,,Salesforce
10794220,Inactive Investor,Thomas Determan,,"N.I.S. Financial Services, Inc.",,,Salesforce
9594663,,Emmanuel Roman,,,emmanuel.roman@pimco.com,,List import
10845885,Inactive Investor,Shaun Corry,Chief Compliance Officer;Portfolio Analyst,"Lesa Sroufe & Company, Inc.",,,Salesforce
11237019,Inactive Investor,John Leverett,Investment Advisor Representative,"Cunningham Investment Management, LLC",,,Salesforce
11183005,Inactive Investor,Michael Breunig,,"The Investment Center, Inc. Hauppauge NY 200 Motor Pkwy",mbreunig@investmentctr.com,,Salesforce
11063441,Inactive Investor,Andrew Larimore,Investment Advisor,Fisher Investments,,,Salesforce
11122664,Inactive Investor,Patricia Merry,,"Equitable Advisors, LLC Augusta GA Private Residence",patricia.merry2@equitable.com,,Salesforce
11133510,Inactive Investor,Sherrill Elrod,Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,garrison.elrod@ubs.com,,Salesforce
233324,, -,,[[Unknown]],swiderekshawn@gmail.com,,Direct
217254,,Daniel Nelson,,[Unknown],drich@nelsonsportsdivision.com,,
229233,, -,,[[Unknown]],tarayamien@gmail.com,,
10752781,Inactive Investor,John Cole,Financial Advisor,Edward Jones Fredericksburg TX 512 N Llano St,j.d.cole@edwardjones.com,,Salesforce
9644008,,cheol jeong,,,man2ddo@naver.com,,List import
11070383,Inactive Investor,Ronald Gambassi,Founder;Investment Advisor;Owner,Gem State Investment Advisors,ron@gemstateadvisors.com,,Salesforce
6580935,,mohammed chhima,,,chhimachhima683@gmail.com,,Web Form Fillout
10776856,Inactive Investor,Marene Jennings,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,marene.jennings@gs.com,,Salesforce
10825121,Inactive Investor,Richard Miskewitz,Financial Advisor,LPL Financial LLC Florham Park NJ 325 Columbia Tpke,richard.miskewitz@lpl.com,,Salesforce
10965834,Inactive Investor,Marvin Gaye Jimu,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11002154,Inactive Investor,Garrett Higney,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",,,Salesforce
10863449,Inactive Investor,Taylor Jay,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
238335,,molavarrih@gmail.com Olavarri,,[Unknown],molavarrih@gmail.com,,
11197863,Inactive Investor,Stephen Machanic,,"Northwestern Mutual Investment Services, LLC Huntersville NC 9713 Northcross Center Ct",stephen.h.machanic@nm.com,,Salesforce
10913459,Inactive Investor,Kevin Bourke,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,kevin.bourke@safra.com,,Salesforce
9575528,,Rodney Morgan,,,rod.morgan@transamerica.com,,List import
10812180,Inactive Investor,Kevin Foord,Corporate Retirement Director;Director - 401k Consulting;Financial Advisor;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,kevin.foord@morganstanley.com,,Salesforce
10777709,Inactive Investor,Craig Bloom,Executive Director;Financial Advisor;Global Sports and Entertainment Director,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,craig.i.bloom@morganstanley.com,,Salesforce
11210229,Inactive Investor,Hrag Kortoshian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16640 Ventura Blvd",hrag.kortoshian@ml.com,,Salesforce
11183910,Inactive Investor,Nancy Moser-Sears,Assistant Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
9598164,,Scott Greenwood,,,scott.greenwood@stonepointcap.com,,List Import
11051152,Inactive Investor,Lendall Goff,,"Voya Financial Advisors, Inc. Gorham ME 47 Black Brook Rd",lendall.goff@voya.com,,Salesforce
11149577,Inactive Investor,Marko Matejic,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",marko.matejic@ml.com,,Salesforce
10931433,Inactive Investor,Robert Bruner,,"Osaic Wealth, Inc. Mountville PA 22 W Main St",,,Salesforce
11172062,Inactive Investor,Mindi Walters,,PFS Investments Inc. Chattanooga TN 6025 Lee Hwy,mindi.walters@primerica.com,,Salesforce
11145559,Inactive Investor,Nermin Ferhadbegovic,Financial Advisor;Senior Managing Associate;Vice President,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",nferhadbegovic@financialguide.com,,Salesforce
11145638,Inactive Investor,Cynthia Vavrik,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Orland Park IL 15341 S 94th Ave,cynthia.vavrik@morganstanley.com,,Salesforce
11168093,Inactive Investor,Ashley Laubach,Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,ashley.laubach@ubs.com,,Salesforce
10657279,,Alexandria Radtke,,,alexandria.radtke@nm.com,,List Import
10846672,Inactive Investor,Michael Carr,Lead Advisor;Partner,FMP Wealth Advisers,,,Salesforce
11171319,Inactive Investor,Aaron Empie,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aaron_empie@vanguard.com,,Salesforce
9585825,,Gregory Hunter,,,gshjr@hotmail.com,,List import
10947408,Inactive Investor,Barbara Sabol Rosasco,Investment Advisor,LPL Financial LLC San Mateo CA 1777 Borel Pl,b.sabolrosasco@lpl.com,,Salesforce
10878933,Inactive Investor,David Sherwood,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,david.j.sherwood@jpmorgan.com,,Salesforce
10803937,Inactive Investor,Stuart Blankenship,Financial Advisor,"Osaic FS, Inc. Richmond VA 7200 Glen Forest Dr",stuart.blankenship@lfg.com,,Salesforce
11185550,Inactive Investor,Cassie Rowley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10997771,Inactive Investor,Kyle Wood,Financial Advisor,Edward Jones Holland MI 533 Michigan,kyle.wood@edwardjones.com,,Salesforce
9568030,,Oleg Manyuta,,,omanfortis@mail.ru,,List import
353155,,Shaunak K,Partner / Founder,na,shaunakkhire@gmail.com,,Event
10909317,Inactive Investor,Allan Brunmeier,,"Osaic Wealth, Inc. Grand Blanc MI Private Residence",,,Salesforce
11090092,Inactive Investor,Douglas Johmann,,"Allstate Financial Services, LLC Chatham NJ 11 S Passaic Ave",djoan@allstate.com,,Salesforce
10645980,,William Klauseger,,,wklauseger@interactivebrokers.com,,List Import
11233900,Inactive Investor,Claudia Donnelly,Senior Client Associate,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",claudia.donnelly@wellsfargoadvisors.com,,Salesforce
11129157,Inactive Investor,Drew Wotton,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Boulder CO 1301 Canyon Blvd,drew.wotton@jpmorgan.com,,Salesforce
10988948,Inactive Investor,Ronald Liston,Investment Advisor;Vice President,"Cantu Tactical Wealth Management, Inc. Montgomery TX Private Residence",,,Salesforce
10937485,Inactive Investor,Geoffrey Macdermott,Financial Advisor,LPL Financial LLC Charlotte NC 5950 Fairview Rd,geoffrey.macdermott@lpl.com,,Salesforce
10760734,Inactive Investor,Jon Tsukamoto,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Honolulu HI 733 Bishop St,jon.tsukamoto@morganstanley.com,,Salesforce
151578,,G E,,[Unknown],giowaza@hotmail.com,,
11221382,,Emma Carey,,,emma.courtney@ubs.com,,List Import
11112282,Inactive Investor,Michael Alexander,,"Sanctuary Securities, Inc. Houston TX 15377 Memorial Dr",malexander@sanctuarywealth.com,,Salesforce
11000447,Inactive Investor,Zachary Steele,,"Farmers Financial Solutions, LLC Dallas OR 289 E Ellendale Ave",zsteele@farmersagent.com,,Salesforce
10777377,Inactive Investor,John Hooker,Financial Advisor,Edward Jones Anderson IN 1424 E 8th St,jcody.hooker@edwardjones.com,,Salesforce
11231431,Inactive Investor,Robert Kalaj,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,robert_kalaj@vanguard.com,,Salesforce
10758279,Inactive Investor,Allison Lopes,Financial Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,allison.lopes@morganstanley.com,,Salesforce
10761272,Inactive Investor,Nancy Hell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",nancy_hell@ml.com,,Salesforce
10758449,Inactive Investor,Steven Strong,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",steven_strong@ml.com,,Salesforce
10696145,,Christian Batalha,,MIURA CAPITAL,cbatalha@miurausa.com,,List Import
11064075,Inactive Investor,Martin Pflug,,PFS Investments Inc. Omaha NE 4611 S 96th St,martin.pflug@primerica.com,,Salesforce
9604565,,Hugh Du,,,1780services@gmail.com,,List import
9604069,,MOLLY SAINT,,,molly@chainalysis.com,,List import
339504,,Ken Moraif,Senior Advisor,Retirement Planners Of America,kenmoraif@moneymatters.net,469-246-3600,Manual List Upload
11211150,Inactive Investor,Steven Conn,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 143 Union Blvd",steven.conn@wellsfargoadvisors.com,,Salesforce
10868638,Inactive Investor,John Jeffery,Principal,"Jeffery & Jeffery Capital Management, Inc.",,,Salesforce
10945855,Inactive Investor,Steven Duchaine,,Stephens Austin TX 100 Congress Ave,sduchaine@stephens.com,,Salesforce
11022494,Inactive Investor,Kasem Abdullah,,"Kestra Investment Services, LLC Dallas TX 17300 Preston Rd",,,Salesforce
11013748,Inactive Investor,Brett Proctor,Associate Private Wealth Advisor,"BOK Financial Securities, Inc. Tulsa OK 5727 S Lewis Ave",,,Salesforce
11121866,Inactive Investor,Paula Eagle,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hilton Head Island SC 21 Hatton Pl",paula.eagle@ml.com,,Salesforce
10798738,Inactive Investor,Amber Girtman Jones,Financial Advisor,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",amber.girtman@valic.com,,Salesforce
11022867,Inactive Investor,Pritesh Patel,,J.P. Morgan Securities LLC Littleton CO 9855 W Remington Pl,,,Salesforce
9562536,,Robert Gray,,,rgray@ctcmycfo.com,,List import
10803448,Inactive Investor,Marshall Stevenson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",marshall.stevenson@bofa.com,,Salesforce
10617376,,Karen Chang,,,karen.l.chang@jpmorgan.com,,List Import
9602117,,Behdad Eghbali,,,beghbali@clearlakecapital.com,,List import
11037654,Inactive Investor,Gregory Shirinian,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Paramus NJ 61 S Paramus Rd,gregory.shirinian@morganstanley.com,,Salesforce
13123,,Gavin Spitzner,,Wealth Consulting Partners LLC,gavin.spitzner@prudential.com,,Event
11134385,Inactive Investor,Gregory Lewis,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11068519,Inactive Investor,Kristie Remington,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10997294,Inactive Investor,Je Ryu,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jgryu@ft.newyorklife.com,,Salesforce
11113907,Inactive Investor,Jose Gratereaux,Registered Client Associate,UBS Financial Services Inc.,jose.gratereaux@ubs.com,,Salesforce
9629921,,Derek Dupuy,,,dpd504@gmail.com,,List import
245207,,Dan Bolton,"Managing Director, Customer Mktg",Riskalyze,dbolton@riskalyze.com,18647065785,Manual List Upload
11077657,Inactive Investor,Anthony Citro,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Washington DC 1845 K St NW",,,Salesforce
11092176,Inactive Investor,Giancarlo Pannone,Financial Planning Director;Vice President,Morgan Stanley Providence RI 1 Financial Plz,giancarlo.pannone@morganstanley.com,,Salesforce
10931264,Inactive Investor,Nathaniel Brown,Financial Advisor,"Geneos Wealth Management, Inc. Morrisville NC 2000 Aerial Center Pkwy",,,Salesforce
10854448,Inactive Investor,Stephen Powers,Senior Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Charlotte NC 227 W Trade St",stephen.powers@claconnect.com,,Salesforce
234138,, -,,[[Unknown]],1759162938@qq.com,,Organic Search
10836591,Inactive Investor,Michael Constantino,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,msconstantino@lincolninvestment.com,,Salesforce
11100315,Inactive Investor,Peter Baechler,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,peter.baechler@ubs.com,,Salesforce
11106897,Inactive Investor,Melissa Wigginton,,LPL Financial LLC Independence OH 6611 Rockside Rd,melissa.wigginton@lpl.com,,Salesforce
11157692,Inactive Investor,Brett Alexander,Chief Compliance Officer;Owner,Cash Flow Investment Services LLC,,,Salesforce
10755078,Inactive Investor,Jenna Ball,Client Service Associate,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,jenna.ball@morganstanley.com,,Salesforce
9608751,,Leon Tang,,,leontang8@gmail.com,,List import
11014898,Inactive Investor,Scott Robinson,Wealth Advisor,LPL Financial LLC Denton TX 2216 Emery St,scott.robinson@lpl.com,,Salesforce
7848399,,mehdi hesari,,,mahdihesari5@gmail.com,,Web Form Fillout
227067,, -,,[[Unknown]],bizzpartners@gmail.com,,
10876700,Inactive Investor,Kerper Paye,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10900598,Inactive Investor,Darin Carroll,Financial Advisor,LPL Financial LLC Colorado Springs CO 7222 Commerce Center Dr,darin.carroll@lpl.com,,Salesforce
9614305,,Mark Reineking,,,mreineking@tempestgroup.com,,List import
11113330,Inactive Investor,Shawn Corkery,,"Kestra Investment Services, LLC Newbury Park CA 3323 Old Conejo Rd",,,Salesforce
11093952,Inactive Investor,Mark Vulcan,Financial Advisor,"Ameriprise Financial Services, LLC Greensburg PA 101 N Main St",mark.j.vulcan@ampf.com,,Salesforce
10810920,Inactive Investor,Keith McPhee,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,kjmcphee@ft.newyorklife.com,,Salesforce
10979492,Inactive Investor,Michael Vaubel,Investment Advisor,"CLF Asset Management, Inc.",mvaubel@clfasset.com,,Salesforce
11071018,Inactive Investor,Maria Simon,Registered Principal,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",maria.x.simon@ampf.com,,Salesforce
11062208,Inactive Investor,Peter Kenny,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",peter_kenny@ml.com,,Salesforce
21803,,Frederick Waddell,Chairman,Northern Trust Global Investments,fhw@ntrs.com,1-312-444-3939,Database Upload
10834136,Inactive Investor,Darin Amundson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,darin.w.amundson@ubs.com,,Salesforce
10983059,Inactive Investor,Roger Henriquez Casanova,Chief Compliance Officer;Founder,INTI LLC,,,Salesforce
118855,,Andrew Jensen,,Eagle Strategies LLC,abjensen@ft.newyorklife.com,801-560-5783,
11069402,Inactive Investor,Robin Stanley,,"Empower Financial Services, Inc Keller TX Private Residence",robin.stanley@empower.com,,Salesforce
11060132,Inactive Investor,Gretchen Prince,Financial Advisor;Member;Principal;Regulatory Contact,The Sterling Group,gprince@tsgadvisor.com,,Salesforce
227257,, -,,[[Unknown]],mdd84@cornell.edu,,Organic Search
9622489,,Osayawemwen Olotu,,,ooloturex.yawe@gmail.com,,List import
11169362,Inactive Investor,Tyler Roberts,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10906283,Inactive Investor,Marsha Harris,Investment Advisor Representative,Brookstone Capital Management LLC Fort Wayne IN 1910 Saint Joe Center Rd,,,Salesforce
11133065,Inactive Investor,Patrick Phalen,,"Osaic Institutions, Inc. Springfield IL 322 E Capitol Ave",,,Salesforce
11175110,Inactive Investor,Thomas Leonard,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",thomas.leonard2@ml.com,,Salesforce
9569040,,Christopher Macbean,,,cmacbean@harborgroup.com,,List import
11090040,Inactive Investor,Jerrold Trub,President,ParkView Capital Management,,,Salesforce
10833503,Inactive Investor,James Detwiler,Chief Compliance Officer;President,Barnstone Advisors LLC,jamesd@barnstoneadvisors.com,,Salesforce
9605498,,Ryan Ludt,,,ryan_ludt@vanguard.com,,List import
10658441,,Kevin Kirwan,,,kkirwan@farmersagent.com,,List Import
10846807,Inactive Investor,Rachelle Andrus,,J.P. Morgan Securities LLC San Diego CA 8222 Mira Mesa Blvd,rachelle.riley@jpmorgan.com,,Salesforce
10863545,Inactive Investor,Jason Frank,,"LaSalle St Securities, L.L.C. Fort Wayne IN 14417 W State Road 14",jfrank@lasallest.com,,Salesforce
371117,,Stephen Bersey,,United States,sdbersey@gmail.com,,Salesforce
10855026,Inactive Investor,Stewart Browne,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",stewart.browne@raymondjames.com,,Salesforce
11217068,,Breda Clare,,,breda.w.clare@jpmorgan.com,,Other
10906654,Inactive Investor,Stephen Campbell,Financial Advisor,LPL Financial LLC Fishersville VA Private Residence,steve.j.campbell@lpl.com,,Salesforce
9597435,,Rick Shuart,,,rshuart@caltius.com,,List import
11128027,Inactive Investor,Thomas Porep,,"Allstate Financial Services, LLC Avon IN 180 N Avon Ave",,,Salesforce
11102277,Inactive Investor,Mark Seitzer,Associate Resident Director;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hot Springs National Park AR 3954 Central Ave",mark.r.seitzer@ml.com,,Salesforce
10795531,Inactive Investor,Michael Hempfling,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",michael_hempfling@ml.com,,Salesforce
337122,,Valerie Benard,Member,Aksia Llc,valerie.benard@aksia.com,212-710-5710,Manual List Upload
10993318,Inactive Investor,Thomas Dicarlo,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10945270,Inactive Investor,Lianshu Huang,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,lhuang04@ft.newyorklife.com,,Salesforce
10811904,Inactive Investor,Christopher Cushman,Chief Compliance Officer;Managing Member;Partner;Wealth Advisor,"Legacy Planning Advisors, LLC",ccushman@legacyplanningadvisors.com,,Salesforce
9563416,,Peter Boyd,,,pboyd@boydstrategy.com,,List import
11173452,Inactive Investor,Maximilian Flisi,Financial Advisor,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",max.flisi@nm.com,,Salesforce
9594297,,Alec Ferber,,,aferber@carsoninstitutional.com,,List import
11051588,Inactive Investor,Joshua Beachler,Wealth Advisor,Clearwater Capital Partners,,,Salesforce
11205985,Inactive Investor,Christopher Eilers,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",chris.eilers@raymondjames.com,,Salesforce
10753267,Inactive Investor,Michael McDonald,,Cetera Advisor Networks LLC Rancho Cordova CA 3100 Zinfandel Dr,,,Salesforce
11179870,Inactive Investor,Hobart Marliave,,"Stifel, Nicolaus & Company, Incorporated Medford OR 2770 Biddle Rd",marliaveh@stifel.com,,Salesforce
11231566,Inactive Investor,Nicholas Starcher,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",nicholas.starcher@ml.com,,Salesforce
11148745,Inactive Investor,Deborah Davis,,"J. Alden Associates, Inc.",ddavis@j-alden.com,,Salesforce
11062998,Inactive Investor,John Vallance,Audit Partner;Limited Partner,WPWealth LLP,john.vallance@wpwealth.com,,Salesforce
10909356,Inactive Investor,Daniel Shub,Founder;Managing Member;Wealth Advisor,"OCTO Capital, LLC",dshub@octo-capital.com,,Salesforce
10611849,,Li Cao,"Director - Alternative Investments, Financial Advisor, Financial Planning Specialist",,hollycaoct@gmail.com,,List Import
10960488,Inactive Investor,Joshua Jenson,Investment Advisor Representative;Portfolio Manager,"One Life Financial Group, Inc.",jjenson@onelifefg.com,,Salesforce
9616138,,Alex Plumb,,Broadridge,alex.plumb@broadridge.com,,List import
10925243,Inactive Investor,Jeremy Long,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
10859499,Inactive Investor,David Gottlieb,Wealth Advisor,Savvy West Orange NJ Private Residence,david.gottlieb@savvywealth.com,,Salesforce
10620113,,Maegan Walker,,,mwalker@oldsecond.com,,List Import
11097912,Inactive Investor,William Leitch,Chief Compliance Officer;Managing Director;Managing Member;Partner,Casilio Leitch Investments,william.leitch@clpwm.com,,Salesforce
348769,,Jeffrey Detwiler,"Partner, Fixed Income Portfolio Manager",Garcia Hamilton & Associates Lp,jdetwiler@garciahamiltonassociates.com,713-853-2322,Manual List Upload
10993278,Inactive Investor,Jacob Hartke,Wealth Advisor,"Sweet Financial Partners, LLC",jacob@sweetfinancial.com,,Salesforce
10954271,Inactive Investor,Peter Konrad,President,IFC,peter@ifcins.com,,Salesforce
9579583,,Steve Smith,,,stevesmith@aol.com,,List import
10776670,Inactive Investor,Lorraine Ell,Chief Compliance Officer;Chief Executive Officer;Managing Member;Senior Financial Advisor,Better Money Decisions Midland MI 6207 Whiffletree Ln,lorraine@bettermoneydecisions.com,,Salesforce
10897813,Inactive Investor,Stephen Tuttle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
205691,,Douglas Fathers,,[[Unknown]],dfathers@kayry.com,,Initial Salesforce Import
10792778,Inactive Investor,Richard Meier,Financial Advisor,"Wells Fargo Clearing Services, LLC Parker CO 10900 S Parker Rd",richard.meier@wfadvisors.com,,Salesforce
10865084,Inactive Investor,Lorenzo Guzman,,VectorGlobal WMG,,,Salesforce
11154497,Inactive Investor,Edward Wetzel,,"Cambridge Investment Research, Inc. Noblesville IN 5570 Pebble Village Ln",,,Salesforce
10953070,Inactive Investor,Amber Flynn,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,amber.flynn@fmr.com,,Salesforce
11174574,Inactive Investor,Blake Schmitt,Financial Advisor,Edward Jones Gretna LA 1700 Belle Chasse Hwy,,,Salesforce
11051879,Inactive Investor,Alexander Conaghan,President,Conaghan Financial Services,,,Salesforce
10917741,Inactive Investor,Dante Varias,,PFS Investments Inc. Tustin CA 15991 Red Hill Ave,dante.varias@primerica.com,,Salesforce
11053945,Inactive Investor,Brandon Sahr,Financial Associate,Thrivent Investment Management Inc. Wells MN 135 S Broadway,brandon.sahr@thrivent.com,,Salesforce
11119198,Inactive Investor,Ethan Adams,Financial Planner;Insurance Consultant,Brookstone Financial,eadams@brookstonefinancial.com,,Salesforce
11132865,Inactive Investor,Donald Furman,,"Grove Point Investments, LLC Queen Creek AZ Private Residence",dfurman@hbeckinc.com,,Salesforce
11263669,Inactive Investor,David Moser,Wealth Advisor,Vector Wealth Management Minneapolis MN 43 Main St SE,dmoser@vectorwealth.com,,Salesforce
10596139,,Christian Messemer,,,christian@bradleyclark.com,,Web Form Fillout
11112177,Inactive Investor,Stephen Fueglein,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,stephen.fueglein@citigroup.com,,Salesforce
11222010,,Patrick Bobbins,,,pbobbins@wealthenhancement.com,,List Import
219505,,Chace Russell,,[Unknown],russe524@umn.edu,,
10860887,Inactive Investor,Evan Portnoy,,Commonwealth Financial Network Uniondale NY 1055 Rxr Plz,eportnoy@commonwealth.com,,Salesforce
10791179,Inactive Investor,John Heiden,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",john.heiden@schwab.com,,Salesforce
235540,, -,,[[Unknown]],colomboitaliano54@gmail.com,,
9645684,,Randall Smith,,,randallss@bellsouth.net,,List import
9627046,,Drew Pert,,,lay10p@outlook.com,,List import
9584277,,Richard Onge,,,richard.stonge@winthropwealth.com,,List import
9540370,,Michael Cohn,,,mc@mile26capital.com,,List Import
9574126,,Sunil Kavuri,,,sunildkavuri@gmail.com,,List import
10872996,Inactive Investor,Kevin Metzger,Financial Associate,Thrivent Investment Management Inc. Jamestown ND 311 1st Ave S,kevin.metzger@thrivent.com,,Salesforce
11185837,Inactive Investor,Abigail Schumacher,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10760929,Inactive Investor,Allan Fiore,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",allan.fiore@ml.com,,Salesforce
10933890,Inactive Investor,Joseph Marghella,,"Allstate Financial Services, LLC Pequannock NJ 67 Newark Pompton Tpke",josephmarghella@allstate.com,,Salesforce
9646687,,Rimma Halperin,,,rmhsam@live.com,,List import
10832936,Inactive Investor,Lance Monk,,"CreativeOne Securities, LLC Gautier MS 4101 Gautier Vancleave Rd",lmonk@c1s.net,,Salesforce
10768295,Inactive Investor,Michelle Ramnarine,,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",michelle.ramnarine@wellsfargoadvisors.com,,Salesforce
10880688,Inactive Investor,Shonah Turner,,"Avantax Investment Services, Inc.",,,Salesforce
10647709,,Charles Howard,,,tom.howard@athenainvest.com,,List import
11072539,Inactive Investor,Tallack Dosdall,Financial Advisor,Edward Jones Morris MN 508 Atlantic Ave,tallack.dosdall@edwardjones.com,,Salesforce
10778439,Inactive Investor,Gerard Ciccio,Financial Advisor;Senior Vice President,Morgan Stanley Palm Beach Garden FL Private Residence,gerard.ciccio@morganstanley.com,,Salesforce
10876919,Inactive Investor,Julie Preston,Financial Advisor,D.A. Davidson & Co. Boise ID 101 S Capitol Blvd,jmuguira@dadco.com,,Salesforce
10779447,Inactive Investor,Earl Crinite,,Crinite Financial Strategies,,,Salesforce
11144598,Inactive Investor,Scott Triplett,,"Osaic Institutions, Inc. Flint MI 4511 Miller Rd",,,Salesforce
9632734,,Matt LoSardo,,,mlosardo@thomabravo.com,,List import
11127222,Inactive Investor,Travis Vongsawad,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint George UT 1060 S Main St",travis.vongsawad@nm.com,,Salesforce
11133912,Inactive Investor,Brian Neal,Financial Advisor,"CX Institutional, LLC",brian.neal@credentwealth.com,,Salesforce
10886474,Inactive Investor,Michael Libmann,,"Pruco Securities, LLC. Quincy IL 903 Vermont St",michael.libmann@prudential.com,,Salesforce
11197138,Inactive Investor,Robert Binkele,Financial Advisor,DST Wealth Management LLC,,,Salesforce
11114462,Inactive Investor,Danny Chang,,Morgan Stanley Chicago IL 10 S Riverside Plz,danny.chang@morganstanley.com,,Salesforce
10486560,,Ashley Parks,,Cetera Investment Advisers LLC,nana19192007@gmail.com,,List Import
11119212,Inactive Investor,Reginald Green,,State Farm VP Management Corp. Kansas City MO 11571 E 63rd St,reginald.green.j6lo@statefarm.com,,Salesforce
10930874,Inactive Investor,Thomas O'Connell,Advisor;Senior Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,,,Salesforce
11097100,Inactive Investor,Jonathan Foltz,Investment Officer;Office Manager,Swift Run Capital Management,jfoltz@swiftruncapital.com,,Salesforce
10764981,Inactive Investor,Diane Fransen,Financial Advisor,Edward Jones Mobridge SD 210 E Grand Xing,diane.fransen@edwardjones.com,,Salesforce
10965204,Inactive Investor,Ricardo Diaz-Malaver,,"Wells Fargo Clearing Services, LLC New Smyrna Beach FL 1791 State Road 44",,,Salesforce
10803907,Inactive Investor,Matthew Rinkey,Chief Compliance Officer;Founder;President,Illumination Wealth Management,matt@illuminationwealth.com,,Salesforce
10614599,,Alexander Mayer,"Director - Alternative Investments, Executive Director, Financial Advisor, Portfolio Management Director",,alexander.mayer@morganstanley.com,,List Import
10976158,Inactive Investor,Danielle Niderost,,NYLIFE Securities LLC Saint Helena CA 1505 Main St,dmniderost@ft.newyorklife.com,,Salesforce
10893550,Inactive Investor,Shawna Tutt,,Fidelity Brokerage Services LLC,shawna.tutt@fmr.com,,Salesforce
10928039,Inactive Investor,Joseph Decker,,"Ameritas Investment Company, LLC Toledo OH 2222 Centennial Rd",jdecker@ameritas.com,,Salesforce
11043090,Inactive Investor,Emerson Gutierrez De Paz,,J.P. Morgan Securities LLC Calabasas CA 23703 Calabasas Rd,emerson.gutierrez-de-paz@jpmorgan.com,,Salesforce
11138154,Inactive Investor,Ronald Seib,Financial Advisor,Edward Jones Athens GA 598 S Milledge Ave,ron.seib@edwardjones.com,,Salesforce
9540650,,Kurt Silberstein,,,kurt.silberstein@ascent.usbank.com,,List Import
10755879,Inactive Investor,Joseph Bennett,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",joseph.bennett@wellsfargoadvisors.com,,Salesforce
10645316,,Aimee Spuller,,,aimee_spuller@keybank.com,,List Import
11064730,Inactive Investor,Amy Alvarez,,PFS Investments Inc. Cranford NJ 340 N Ave E,amy.alvarez@primerica.com,,Salesforce
11081758,Inactive Investor,Scott Webster,,LPL Financial LLC De Pere WI 3321 Packerland Dr,,,Salesforce
241738,,Dennis Bailey,,[Unknown],drbailey1304@yahoo.com,,Direct
11038296,Inactive Investor,Joseph Lazzaro,Partner,Commonwealth Financial Network Syracuse NY 443 N Franklin St,jlazzaro@commonwealth.com,,Salesforce
9615965,,Brian Scott,,,brianjasonscott@gmail.com,,List import
10764547,Inactive Investor,Dennielle McLeod,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,dennielle.mcleod@fidelity.com,,Salesforce
10845464,Inactive Investor,Amanda Petersen,,William Blair Boston MA 125 High St,apetersen@williamblair.com,,Salesforce
10613893,,Richard Johnson,"Financial Advisor, Senior Vice President - Wealth Management",,richard.johnsonjr@ubs.com,,List Import
11128129,Inactive Investor,Mabel Jagnandan,,PFS Investments Inc. Patchogue NY 475 E Main St,mjagnandan@primerica.com,,Salesforce
11039436,Inactive Investor,Omar Chatha,Family Wealth Director;Financial Advisor;Lending Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,omar.chatha@morganstanley.com,,Salesforce
10947718,Inactive Investor,Peter Rose,Financial Advisor;Financial Representative,"Principal Securities, Inc. Sioux Falls SD 4910 S Isabel Pl",rose.pete@principal.com,,Salesforce
10962185,Inactive Investor,Andrew Vinson,,"MML Investors Services, LLC Memphis TN 618 Oakleaf Office Ln",avinson@financialguide.com,,Salesforce
10942262,Inactive Investor,Edward Krei,,"First Bankers' Banc Securities, Inc Oklahoma City OK 9020 N May Ave",ekrei@firstbankersbanc.com,,Salesforce
220371,,Brendan Dunuwila,Financial Professional,"Voya Financial Advisors, Inc.",bdunuwila@voyafa.com,315-446-1114,
10787475,Inactive Investor,Kenric Farlow,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",kenric.farlow@schwab.com,,Salesforce
10836371,Inactive Investor,Christine Ronga,,"Axiom Capital Management, Inc.",cronga@axiomcapital.com,,Salesforce
10822076,Inactive Investor,Christina Hill,,"Raymond James & Associates, Inc. Atlanta GA 2839 Paces Ferry Rd SE",christina.hill@raymondjames.com,,Salesforce
11010723,Inactive Investor,Frank Corto,,Lombard Securities Incorporated York PA 1938 Security Dr,,,Salesforce
10796665,Inactive Investor,Kyle Peterson,Branch Manager;Financial Advisor;Portfolio Manager;Vice President,D.A. Davidson & Co. Wenatchee WA 151 S Worthen St,kpeterson@dadco.com,,Salesforce
10917215,Inactive Investor,James Caplis,,"Osaic Wealth, Inc. Alpharetta GA 9355 Delft Way",,,Salesforce
10777468,Inactive Investor,Robert Parise,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",rmp@ntrs.com,,Salesforce
11119451,Inactive Investor,Eric Moscaritolo,,State Farm VP Management Corp. Allentown PA 3438 Hamilton Blvd,eric.moscaritolo.mzza@statefarm.com,,Salesforce
11222691,,Gregory Stewart,,,gregory_stewart@troweprice.com,,List Import
71099,,Janet Smith,Financial Associate,Thrivent Investment Management Inc.,janet.smith@thrivent.com,,
235541,, -,,[[Unknown]],419248176@qq.com,,Organic Search
10842987,Inactive Investor,Janet Ganong,Financial Advisor,LPL Financial LLC Cudahy WI Private Residence,janet.ganong@lpl.com,,Salesforce
11023441,Inactive Investor,Asim Awan,Senior Financial Advisor,Lincoln Investment Frisco TX 6136 Frisco Square Blvd,aawan@lincolninvestment.com,,Salesforce
11001776,Inactive Investor,Simone Goring Watson,,J.P. Morgan Securities LLC New York NY 2195 Frederick Douglass Blvd,simone.j.goringwatson@chase.com,,Salesforce
47580,,Michael Berling,Managing Director,"MML Investors Services, LLC",mberling@financialguide.com,860-443-0266,
10662023,,Jeffrey Cantalupo,,,jeff@listen.co,,List Import
11003165,Inactive Investor,Jennifer Schmidt,Financial Advisor,"Ameriprise Financial Services, LLC Cream Ridge NJ 163 Burlington Path Rd",jennifer.schmidt@ampf.com,,Salesforce
10916663,Inactive Investor,Beth Vulopas,Chief Compliance Officer;Principal,"Chestnut Street Investment Counsel, LLC",beth@chestnutstreetic.com,,Salesforce
11069789,Inactive Investor,Daniel Schmitz,,"Saxony Securities, Inc. Hamilton OH 1502 University Blvd",dschmitz@saxonysecurities.com,,Salesforce
10878359,Inactive Investor,Kimberly Forness,Private Wealth Advisor;Regulatory Contact;Wealth Advisor,Forness Financial LLC,kim@fornessfinancial.com,,Salesforce
10831494,Inactive Investor,Timothy Loskill,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",timothy.loskill@wellsfargoadvisors.com,,Salesforce
11050324,Inactive Investor,Reegan Rae,Chief Compliance Officer;Co-Chief Executive Officer;Principal;Senior Investment Advisor,"Arnerich Massena, Inc.",rrae@am-a.com,,Salesforce
173061,,Barbara Kenner,,[Unknown],drbken50@gmail.com,,
9616581,,Fabiano Lopes,,,fabianolopes@me.com,,List import
11052939,Inactive Investor,Adan Montoya,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Humble TX 9649 N Sam Houston Pkwy E",adan.montoya@ml.com,,Salesforce
10882507,Inactive Investor,Harrison Okin,,Citigroup Global Markets Inc.,harrison.okin@citi.com,,Salesforce
9563369,,Ayanda Ngcobo,,,ayanda@nastycsa.com,,List import
11005650,Inactive Investor,Liliana Barajas,Relationship Banker,"Wells Fargo Clearing Services, LLC Houston TX 2464 S Kirkwood Rd",,,Salesforce
180641,,Chairat Hukthong,,[Unknown],chairatbenzbenz11@gmail.com,,
11085074,Inactive Investor,Lucas Daggon,Investment Advisor,Fisher Investments,,,Salesforce
8807839,,Bov Pheara,,,bovpheara1729@gmail.com,,Web Form Fillout
10645445,,Edward Niewinski,,,eniewinski@farmersagent.com,,List Import
10894649,Inactive Investor,Brian Cox,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,briancox.team@fidelity.com,,Salesforce
10791786,Inactive Investor,John Diconza,,"Wells Fargo Clearing Services, LLC Worcester MA 100 Front St",john.diconza@wellsfargoadvisors.com,,Salesforce
11008764,Inactive Investor,Joshua Skielnik,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 902 Clint Moore Rd",joshua.skielnik@nm.com,,Salesforce
9628301,,PABLO GRANEROS,,,pgraneros@adamo.capital,,List import
10857726,Inactive Investor,Jay Wahlin,,"Independent Financial Group, LLC Palm Desert CA 74075 El Paseo",,,Salesforce
11077712,Inactive Investor,Andy Oge,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11030874,Inactive Investor,Christopher Maier,,"Northwestern Mutual Investment Services, LLC La Crosse WI 201 Main St",chris.maier@nm.com,,Salesforce
10968758,Inactive Investor,Kyle Koprowitz,Financial Advisor;Financial Professional,"Equitable Advisors, LLC O Fallon IL 105 W 1st St",kyle.koprowitz@equitable.com,,Salesforce
11123741,Inactive Investor,Kent Kennedy,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence KS 3220 Mesa Way",kent.a.kennedy@ampf.com,,Salesforce
224044,,LIANG PENG,,China,tbag9199@gmail.com,,
10810052,Inactive Investor,Jason Hugele,Financial Consultant,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",jason.hugele@wellsfargoadvisors.com,,Salesforce
9566661,,Jennifer Macaleese,,,jennifer@1phillips.com,,List import
10964329,Inactive Investor,John Mills,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,john.millsii@fmr.com,,Salesforce
10818069,Inactive Investor,Kevin Lee,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",kevin.lee@tfaconnect.com,,Salesforce
10816860,Inactive Investor,Tomas Espinal,Wealth Management Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,tomas.espinal@morganstanley.com,,Salesforce
10843473,Inactive Investor,Randy Brickman,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,randy_brickman@glic.com,,Salesforce
11135262,Inactive Investor,Amy Stiffler,,"U.S. Bancorp Investments, Inc. Rapid City SD 701 Saint Joseph St",,,Salesforce
10863970,Inactive Investor,James Sitaras,,Cetera Advisor Networks LLC Bear DE Private Residence,,,Salesforce
11000155,Inactive Investor,Alexa Cacciatore,Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,,,Salesforce
10879658,Inactive Investor,William Gammell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11155689,Inactive Investor,Scotty Hendricks,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,shendricks@ft.newyorklife.com,,Salesforce
10968354,Inactive Investor,Marilyn Mcgrath,,J.P. Morgan Securities LLC Wayne NJ 1401 Valley Rd,marilyn.mcgrath@chase.com,,Salesforce
10838597,Inactive Investor,Joseph Smalley,Principal,Commonwealth Financial Network Lansing MI 213 E Saint Joseph St,jsmalley@cfnmail.com,,Salesforce
11125750,Inactive Investor,Jessica Johnson,,"Charles Schwab & Co., Inc. Omaha NE Private Residence",,,Salesforce
11198506,Inactive Investor,Anthony Cleaver,Director - Compliance,"Charles Schwab & Co., Inc. Boston MA 1 International Pl",,,Salesforce
11155642,Inactive Investor,Seong Lee,,"Farmers Financial Solutions, LLC La Mirada CA 14730 Beach Blvd",slee3@farmersagent.com,,Salesforce
9540505,,Peter Boodell,,,peter.boodell@gmail.com,,List Import
11190924,Inactive Investor,Phillip Parziale,Financial Advisor,LPL Financial LLC Brookline MA 365 Boylston St,phillip.parziale@lpl.com,,Salesforce
10897416,Inactive Investor,Amber Freeze,,"Raymond James & Associates, Inc. Albuquerque NM 6565 Americas Pkwy NE",amber.freeze@raymondjames.com,,Salesforce
10816756,Inactive Investor,Sandy Stafford,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",sandy.stafford@ml.com,,Salesforce
10783477,Inactive Investor,Rodrigo Alcazar,,MissionSquare Investment Services,ralcazar@icmarc.org,,Salesforce
10939313,Inactive Investor,John Strawhorn,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,johnstrawhorn@statefarm.com,,Salesforce
10610940,,ennax tugade,,,ennax.tugade@gmail.com,,Web Form Fillout
11141394,Inactive Investor,Tristen Conrad,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,,,Salesforce
10773859,Inactive Investor,Kevin Wernick,,FAS Corp.,wernickk@faskc.com,,Salesforce
10616861,,Nineve Benjamin,,,nineve.benjamin@chase.com,,List Import
9581603,,Stephen Gross,,,steve@stevegrossinc.com,,List import
10965967,Inactive Investor,Hardeep Sandhu,,PFS Investments Inc. Fresno CA 4586 W Jacquelyn Ave,86lpy@primerica.com,,Salesforce
9597599,,Paul Rossi,,,rossi@furtherglobal.com,,List import
10872966,Inactive Investor,John Dugas,Financial Planner,"Pruco Securities, LLC. Durango CO 1485 Florida Rd",john.dugas@prudential.com,,Salesforce
10932531,Inactive Investor,Natosha Palmer,,"Securian Financial Services, Inc.",natosha.palmer@securian.com,,Salesforce
10972557,Inactive Investor,William Crossman,,"Raymond James Financial Services, Inc. High Springs FL 18575 High Springs Main St",william.crossman@raymondjames.com,,Salesforce
10984323,Inactive Investor,Lisa Nguyen,Financial Advisor,Optimize Financial Inc.,lisa.nguyen@optimizefinancial.com,,Salesforce
117616,,Michael Kelley,"Investment Advisor, Investment Advisor Representative",Court Place Advisors LLC,mfk@courtplaceadvisors.com,410-465-4321,
10813387,Inactive Investor,Tom Wang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",tom.wang@ml.com,,Salesforce
10878772,Inactive Investor,Courtney Fisher,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Leandro CA 1400 E 14th St",,,Salesforce
10905928,Inactive Investor,Paul Engel,,PFS Investments Inc. West Covina CA 142 N Grand Ave,paul.engel@primerica.com,,Salesforce
10645959,,Zahari Daskalov,,,zahari.n.daskalov@jpmorgan.com,,List Import
9589242,,Hertogen Gino,,,hertogino@gmail.com,,List import
10929953,Inactive Investor,Stephen Wolff,Financial Advisor,LPL Financial LLC Canonsburg PA 2400 Ansys Dr,stephen.wolff@lpl.com,,Salesforce
10975627,Inactive Investor,Amin Baradaran,Wealth Advisor,LNW,abaradaran@lnwadvisors.com,,Salesforce
11233365,Inactive Investor,Jason Heuton,,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",,,Salesforce
10809432,Inactive Investor,Howard Abrams,Senior Vice President - Wealth Management,UBS Financial Services Inc. Hidden Hills CA Private Residence,howard.abrams@ubs.com,,Salesforce
9567051,,Quing Wei,,,quing0709@yahoo.com,,List import
10138406,,Pavel Ushkolenko,,,ushkolenkopavel@gmail.com,,Web Form Fillout
11113963,Inactive Investor,Maya Tambs,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,mtambs@primerica.com,,Salesforce
9543675,,Eric Haupt,,,eric.haupt@voyafa.com,,List import
11080016,Inactive Investor,Gina Marston,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",gina.marston@ml.com,,Salesforce
224797,,Ihász Bence,,Enese,ihaszbence15@gmail.com,304762071,
11093657,Inactive Investor,Lance Jones,Financial Advisor,Edward Jones Kingwood TX 2815 W Lake Houston Pkwy,lance.jones@edwardjones.com,,Salesforce
9629532,,Guido Bissi,,,guido.bissi1@gmail.com,,List import
10923549,Inactive Investor,Alan Kanitz,Investment Advisor Representative,PFS Investments Inc. Corona CA 255 E Rincon St,alan.kanitz@primerica.com,,Salesforce
167060,,Kojiro Sasaki,,[Unknown],cryptochicken19@gmail.com,,Paid Social
10915462,Inactive Investor,Curtis Shoemaker,,"MML Investors Services, LLC Knoxville TN 9729 Cogdill Rd",curtisshoemaker@financialguide.com,,Salesforce
10728522,,John Lee,,,anttime1asia@gmail.com,,Web Form Fillout
9568073,,Achille Currado,,,acurrado@yahoo.ca,,List import
11031377,Inactive Investor,John Beninato,Financial Advisor,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",john.beninato@ampf.com,,Salesforce
9560502,,Harry Carroll,,,hcarroll@financialguide.com,,List import
11155524,Inactive Investor,William Dunn,,State Farm VP Management Corp. Albuquerque NM 3750 Juan Tabo Blvd NE,edward.dunn.dvb2@statefarm.com,,Salesforce
10645210,,Howard Suss,,,howard_suss@glic.com,,List Import
10864533,Inactive Investor,Michael Lamaina,Financial Advisor,LPL Financial LLC Haddon Heights NJ 115 Black Horse Pike,michael.lamaina@lpl.com,,Salesforce
11071216,Inactive Investor,Mike Monschein,Financial Advisor,PNC Investments Erie PA 2701 Legion Rd,mike.monschein@pnc.com,,Salesforce
9602402,,Varghese Ninan,,,9mgroup@gmail.com,,List import
10766756,Inactive Investor,Christine Freeman,Portfolio Associate,Morgan Stanley Woodland Hills CA 21650 Oxnard St,christine.freeman@morganstanley.com,,Salesforce
129270,,Norbert Mindel,Limited Partner,"Forum Financial Management, Lp",nmindel@forumfin.com,,
341704,,Tim -,,Tim [[Unknown]],xt63622360@163.com,,
1004315,Inactive Investor,Stuart Ashwood,,Stuart Ashwood,stuart.ashwood@gmail.com,,3rd Party Lead Gen
11080048,Inactive Investor,Daniel Meyer,Financial Advisor,Edward Jones Tonawanda NY 931 Brighton Rd,daniel.meyer@edwardjones.com,,Salesforce
10768755,Inactive Investor,Scott King,Associate Vice President - Investments;Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",scott.king@raymondjames.com,,Salesforce
11217636,,Jennifer Ryan,,,jennifer_r_ryan@ml.com,,Other
11171893,Inactive Investor,Gerald Worthen,,"TastyTrade, Inc.",,,Salesforce
9608307,,Jeffrey Herlyn,,,herlynjeff@aol.com,,List import
10879794,Inactive Investor,Gokhan Guvenc,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Walnut Creek CA 1231 S California Blvd",gokhan.guvenc@schwab.com,,Salesforce
11205144,Inactive Investor,Stefan Oglevee,Advisor;Vice President,Rockefeller Financial LLC Newport Beach CA 23 Corporate Plaza Dr,moglevee@rockco.com,,Salesforce
11095199,Inactive Investor,Lourdes Massanet,,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",lourdes.massanet@rbc.com,,Salesforce
10842492,Inactive Investor,Brett Sherman,Chief Compliance Officer;Principal,Madrona Wealth Management LLC,bsherman@madronawealth.com,,Salesforce
10825646,Inactive Investor,Stephen O'Donnell,Chief Executive Officer;Chief Investment Officer;President,O'Donnell Wealth Management,steve@odonnellwm.com,,Salesforce
9544802,,Kyle Tatro,,,tatro.kyle@principal.com,,List import
11106856,Inactive Investor,Sharla Englerth,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,sharlaenglerth.team@fidelity.com,,Salesforce
10888747,Inactive Investor,Billy Stephens,,PFS Investments Inc.,billy.stephens@primerica.com,,Salesforce
9592539,,Amy Hubble,,,amy@radixfinancial.com,,List import
10917157,Inactive Investor,Andrew Morris,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,andrew.morris@primerica.com,,Salesforce
9585636,,Robin Shah,,,robin.shah@tenorcapital.com,,List import
9602615,,Russ Mason,,,lsmith@imi-ct.com,,List import
10942930,Inactive Investor,Anthony Levy,,"Allstate Financial Services, LLC Chicago IL 1743 1/2 E 55th St",anthonylevy1@allstate.com,,Salesforce
9603145,,Betty Gibson,,,urban.romague@gmail.com,,List import
11021967,Inactive Investor,Ellyn Niedbalski,,Country Capital Management Company Nashville IL 277 E Walnut St,ellyn.niedbalski@countryfinancial.com,,Salesforce
10754943,Inactive Investor,Kyli Vaughn,Financial Advisor,Edward Jones New Iberia LA 1104 E Main St,kuli.vaughn@edwardjones.com,,Salesforce
10902980,Inactive Investor,Tyler Muellenbach,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11132238,Inactive Investor,Cathy Cristman,,LifeMark Securities Corp. Little Falls NY 528 E Main St,ccristman@lifemark.com,,Salesforce
11220795,,Paul Cooper,,,pcooper@cfnmail.com,,Other
10955457,Inactive Investor,Nicholas Kearney,Advice Consultant,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11156640,Inactive Investor,Sarah Hartley,,"M&A Securities Group, Inc.",shartley@securities-group.com,,Salesforce
10871571,Inactive Investor,James Atchley,,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",jhatchley@ftbadvisors.com,,Salesforce
10937670,Inactive Investor,Anthony Costabile,,Cetera Investment Services LLC New York NY 1430 Broadway,anthony.costabile@ceterainvestors.com,,Salesforce
10882976,Inactive Investor,Andrew Solem,Financial Advisor,Edward Jones Thief River Falls MN 516 8th St E,andrew.solem@edwardjones.com,,Salesforce
11161562,Inactive Investor,Susan Elizarraras,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomington IL 2205 E Empire St",susan.elizarraras@ml.com,,Salesforce
9583047,,Rodney Chatman,,,namtahc5@gmail.com,,List import
11134533,Inactive Investor,Christopher Lee,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Spokane WA 601 W 1st Ave",chris.lane@tiaa.org,,Salesforce
10850651,Inactive Investor,Stephanie Midler,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2600 N Military Trl",stephanie.midler@wellsfargo.com,,Salesforce
11122493,Inactive Investor,Nicholas Burali,,Goldman Sachs & Co.,,,Salesforce
11162585,Inactive Investor,Carlas Allgood,,Cetera Advisor Networks LLC Watkinsville GA 1361 Jennings Mill Rd,,,Salesforce
9549868,,Christopher Fletcher,,,chris.fletcher@ifpadvisor.com,,List import
10954719,Inactive Investor,Brad Trost,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10907115,Inactive Investor,Matthew Blocki,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,"EWA, LLC",mattblocki@ewa-llc.com,,Salesforce
11067055,Inactive Investor,Kevin Davis,,"Packerland Brokerage Services, Inc. Greenwood AR 1 Gov Bass Little St",kevin_davis@packerlandbrokerage.com,,Salesforce
11103221,Inactive Investor,Mark Shames,Financial Advisor,Edward Jones Tyrone GA 1015 Tyrone Rd,mark.shames@edwardjones.com,,Salesforce
11042431,Inactive Investor,Kexiang Huang,,J.P. Morgan Securities LLC Irvine CA 17585 Harvard Ave,kexiang.huang@jpmorgan.com,,Salesforce
95932,,Garrison Urette,President,"Garrison Asset Management, Inc.",gar@gaminc.biz,813-598-1777,Manual List Upload
11228661,Inactive Investor,Taylor Gomez,,J.P. Morgan Securities LLC San Rafael CA 300 Las Gallinas Ave,taylor.gomez@jpmorgan.com,,Salesforce
10983675,Inactive Investor,Daisy Lizardi,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,daisy.lizardi@primerica.com,,Salesforce
11201427,Inactive Investor,Wayne Kevitt,,"Avantax Investment Services, Inc. Brevard NC 94 S Caldwell St",,,Salesforce
11238271,Inactive Investor,Kathleen Muldoon,,"Carter Advisory Services, Inc",kmuldoon@cascfm.com,,Salesforce
9638826,,Jack Wertheimer,,,jwertheimer@avichaina.org,,List import
10815615,Inactive Investor,Michael Mcbride,Chief Compliance Officer;Chief Executive Officer,"McBride Financial Advisors, LLC Seattle WA 15207 28th Ave SW",,,Salesforce
10999810,Inactive Investor,Timothy Richey,,"Allstate Financial Services, LLC Boise ID 9101 W Fairview Ave",trichey@allstate.com,,Salesforce
351313,,Connor Baircucchiaro,Associate,"3edge Asset Management, Lp",cbc@3edgeam.com,844-903-3343,Manual List Upload
351400,,Eric Nielsen,"Managing Director, Business Development","Qem Advisers, Llc",enielsen@quantumep.com,713-452-2000,Manual List Upload
11037151,Inactive Investor,Anna Ambrocio,,J.P. Morgan Securities LLC Los Angeles CA 3731 Wilshire Blvd,anna.ambrocio@jpmorgan.com,,Salesforce
11154415,Inactive Investor,Kelly Goreham,,Cetera Advisors LLC Waterloo IA 816 Tower Park Dr,kelly.goreham@ceteraadvisors.com,,Salesforce
10912342,Inactive Investor,Stephanie Laliberte,Senior Manager,"Ameriprise Financial Services, LLC",stephanie.s.laliberte@ampf.com,,Salesforce
10800293,Inactive Investor,Peter Horowitz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",peter.horowitz@ml.com,,Salesforce
10843726,Inactive Investor,Jason Lau,,LPL Financial LLC Honolulu HI 1299 S Beretania St,jason.lau@lpl.com,,Salesforce
10986636,Inactive Investor,Cody Behrends,,"IFP Securities, LLC Great Bend KS 2215 Broadway Ave",,,Salesforce
9589586,,?????? ????????,,,nord10077@mail.ru,,List import
223967,,Kwang-yeon Jo,Overseas Alternative Investments,[Unknown],joky@ktcu.or.kr, +82 (0)2 767 0284,Database Upload
242972,,john coyle,c,TRAVEL SOLUTIONS/PST/GLOBALINCENTIVES,johncoyle1999@yahoo.com,,Manual List Upload
232825,, -,,[Unknown],thejonlyons@gmail.com,,
10830539,Inactive Investor,Richard Goodman,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",rich.goodman@nm.com,,Salesforce
10862187,Inactive Investor,Pamela Blodgett,,LPL Financial LLC Caledonia MI 7199 Kalamazoo Ave SE,pam.blodgett@lpl.com,,Salesforce
9551151,,Quorion Nightingale,,,quorionnightingale@gmail.com,,List import
10994028,Inactive Investor,Ceiara Richardson,,Vanguard Marketing Corporation,ceiara_richardson@vanguard.com,,Salesforce
10947079,Inactive Investor,Lee Forshee,Financial Advisor,True North Financial,,,Salesforce
10770751,Inactive Investor,Matthew Basch,,Evercore Group L.L.C. Chicago IL 1 N Wacker Dr,matthew.basch@evercore.com,,Salesforce
9623664,,Matthew Breese,,,matt.breese@stephens.com,,List import
10877497,Inactive Investor,Joseph Ventura,,"Eden Advisory Services, LLC",joe@edenasc.com,,Salesforce
9633432,,Kevin Tri,,,kevintri81@aol.com,,List import
11078043,Inactive Investor,Russell Gatewood,Financial Advisor,Edward Jones Maryland Heights MO 11705 Dorsett Rd,russgatewood@edwardjones.com,,Salesforce
10984284,Inactive Investor,Jason King,,"Oakwood Capital Securities, Inc",jtking@gardnerfinancialmn.com,,Salesforce
9580843,,Michael Ventura,,,ventura@ifa-nh.com,,List import
11106846,Inactive Investor,Kimberly Bilbrey,Financial Advisor,Edward Jones Kingman AZ 2139 Airway Ave,kim.bilbrey@edwardjones.com,,Salesforce
10842592,Inactive Investor,Stephen Bacon,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. West Hartford CT 62 Lasalle Rd",stephen.bacon@concoursefinancial.com,,Salesforce
9554629,,Thato Matlala,,,boeingstash@gmail.com,,List import
11022572,Inactive Investor,Joseph Witzig,Advisor,"Wells Fargo Clearing Services, LLC",joseph.witzig@wellsfargoadvisors.com,,Salesforce
10935024,Inactive Investor,Steven Eaton,,MWA Financial Services Inc. Corinth MS 710 Cruise St,steven.eaton@mwarep.org,,Salesforce
9585756,,Todd Newell,,,todd.newell@millerfinancial.biz,,List import
11100814,Inactive Investor,Christian Koranda,,"Cambridge Investment Research, Inc. Portland OR 6500 S Macadam Ave",,,Salesforce
9556594,,William Bruno,,,billbruno@hotmail.com,,List import
11128684,Inactive Investor,William Robins,Senior Investment Management Consultant;Vice President;Wealth Advisor,Morgan Stanley Salisbury MD 150 W Market St,stan.robins@morganstanley.com,,Salesforce
11091817,Inactive Investor,Kayla Stark,Financial Advisor,"Pruco Securities, LLC. Orange TX 5572 FM 408",kayla.stark@prudential.com,,Salesforce
10905903,Inactive Investor,Cem Hocaoglu,,"Wells Fargo Clearing Services, LLC",cem.hocaoglu@wellsfargoadvisors.com,,Salesforce
10865850,Inactive Investor,Lora Baranowska-Buda,,J.P. Morgan Securities LLC New York NY 277 Park Ave,lora.baranowska-buda@jpmorgan.com,,Salesforce
225534,, -,,[[Unknown]],samir_momin@hotmail.com,,Initial Salesforce Import
8481163,,Robert Vermillion,,F/64 Capital,rob@f64capital.com,,List Import
9579569,,Twan Vrints,,,twanvrints@me.com,,List import
10510201,,Derek Holbeck,,Wells Fargo,dbeck1313@gmail.com,,List Import
11180942,Inactive Investor,Sheri Martin,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",sheri.martin@stifel.com,,Salesforce
10966340,Inactive Investor,Maria Popa,Financial Advisor;Financial Planner,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",mpopa@financialguide.com,,Salesforce
11007108,Inactive Investor,Kamisha Bailey,,PFS Investments Inc. Chicago IL 11740 S Western Ave,kbailey@primerica.com,,Salesforce
10982798,Inactive Investor,Wenjun Luo,Assistant Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10853483,Inactive Investor,Jeffrey Brecht,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,jeffrey.brecht@ubs.com,,Salesforce
246046,,Not Provided,,The Washington Post,ambermdorsey@gmail.com,,Manual List Upload
10859061,Inactive Investor,Wendy Eddy,,"Wells Fargo Advisors Financial Network, LLC Irvine CA 7700 Irvine Center Dr",wendy.eddy@wfafinet.com,,Salesforce
11056525,Inactive Investor,Jonas Feteaud,,PFS Investments Inc. Pompano Beach FL 1000 W McNab Rd,jonasfeteaud@primerica.com,,Salesforce
10942160,Inactive Investor,Alice Zaleski,,"Sorrento Pacific Financial, LLC Pigeon MI 7254 Michigan Ave",azaleski@mybd.com,,Salesforce
10836854,Inactive Investor,Julie Bowder,,"Avantax Investment Services, Inc. West Springfield MA 425 Union St",,,Salesforce
10647420,,Craig Laske,,,claske@tiaa-cref.org,,List Import
9591165,,Roger Deets,,,rogerd@amgteam.com,,List import
9596432,,John Bute,,,jbute@lidoadvisors.com,,List Import
11129051,Inactive Investor,Scot Ward,Financial Advisor,Edward Jones Keene NH 178 Main St,scot.ward@edwardjones.com,,Salesforce
9645573,,Simon Holford,,,sholford@pasadenapw.com,,List import
206438,,vianney steeman,,[Unknown],vianney.steeman@gmail.com,,Paid Social
10767093,Inactive Investor,Katherine Vessenes,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Owner;President;Principal,MD Financial / Vestment Financial,katherine@mdfinancialadvisors.com,,Salesforce
9570092,,Adam Briggs,,,adam.briggs@voyafa.com,,List import
11137249,Inactive Investor,Christopher Wittmann,,"Charles Schwab & Co., Inc. Bridgewater NJ 610 Commons Way",,,Salesforce
11228931,Inactive Investor,Debra Kindschy,,Edward Jones Amery WI 329 Keller Ave S,debra.kindschy@edwardjones.com,,Salesforce
9567664,,Andre Azem,,,andre.azem@mar.ventures,,List import
11172085,Inactive Investor,Peter Smith,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,peter_j_smith@vanguard.com,,Salesforce
350925,,Brian Pc,Managing Member,"Cain, Watters & Associates, Llc",brian@cainwatters.com,972-233-3323,Manual List Upload
11174873,Inactive Investor,Julie Kieckbusch Jones,Financial Advisor,Thrivent Investment Management Inc. Missoula MT 1001 S Higgins Ave,julie.kieckbuschjones@thrivent.com,,Salesforce
10964700,Inactive Investor,Kevin Bruno-Jimenez,,"Robinhood Financial, LLC",,,Salesforce
11232435,Inactive Investor,Beth Morgan,,Cetera Advisors LLC Alpharetta GA 5900 Windward Pkwy,,,Salesforce
11080085,Inactive Investor,Blake Lynn,Financial Advisor,Edward Jones Osprey FL 456 S Tamiami Trl,blake.lynn@edwardjones.com,,Salesforce
11183723,Inactive Investor,Joel Miller,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,joel.miller@primerica.com,,Salesforce
9558473,,Benjamin Kulo,,,ben@benkulo.com,,List import
10916907,Inactive Investor,Julie Cooper,,LPL Financial LLC Augusta GA 7 George C Wilson Ct,,,Salesforce
11041938,Inactive Investor,Erik Devora-Perez,,J.P. Morgan Securities LLC Van Nuys CA 6300 Van Nuys Blvd,erik.devora-perez@jpmorgan.com,,Salesforce
10829264,Inactive Investor,Audrey Katigan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 4811 Gaillardia Pkwy",,,Salesforce
10977344,Inactive Investor,Elijah Copas,,"Legacy Map Design, LLC",,,Salesforce
11235479,Inactive Investor,Katie White,Investment Advisor,PGI Wealth Management Riverview FL 6929 Cohasset Cir,k.white@pgiwm.com,,Salesforce
11223160,,Gabriel Gallegos,,,gabe@rmpwm.com,,List Import
10930778,Inactive Investor,Sean Foley,,"J.W. Cole Financial, Inc. Hummelstown PA 49 E Main St",sean.foley@jwcemail.com,,Salesforce
11121800,Inactive Investor,Christopher Huber,,"Grove Point Investments, LLC Doylestown PA Private Residence",chuber@hbeckinc.com,,Salesforce
9632801,,Stephen Ciccarella,,,stephen.ciccarella@moodys.com,,List import
11189521,Inactive Investor,Ahmed Muhammad,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,ahmed.muhammad@leerink.com,,Salesforce
11053339,Inactive Investor,Erik Simmons,Wealth Advisor,"Ameriprise Financial Services, LLC Carlsbad CA 2131 Palomar Airport Rd",erik.simmons@ampf.com,,Salesforce
11044337,Inactive Investor,Ari Clarke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9612917,,Curtis Nass,,,can3@ntrs.com,,List import
10791859,Inactive Investor,Angela Howard,Financial Advisor,"National Wealth Management Group, LLC Columbus OH 81 Mill St",,,Salesforce
10649283,,Kevin Callagy,,,kevin.kallagy@lpl.com,,Web Form Fillout
9630821,,salman sal,,,salman.ahmed@datadoghq.com,,List import
11061594,Inactive Investor,Alan Writer,Wealth Advisor,Thrivent Investment Management Inc. Lake Stevens WA 9623 32nd St SE,alan.writer@thrivent.com,,Salesforce
9565839,,David Tawil,,ProChain Capital,david@prochaincap.com,,List import
9596390,,David Tombs,,,david@amicusadvisors.com,,List import
10889051,Inactive Investor,Jessica Denton,,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",jessica.denton@raymondjames.com,,Salesforce
11064832,Inactive Investor,Sally Ferris,Financial Advisor,Morgan Stanley Fairfield CT 1229 Post Rd,sally.ferris@morganstanley.com,,Salesforce
248130,,Carlos Le?n,Socio gerente,tecnomaq v&l srl,cleon@tecnomine.pe,,Manual List Upload
11148726,Inactive Investor,Jared Kuzma,Associate,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jared.kuzma@tiaa.org,,Salesforce
11198353,Inactive Investor,Gary Garofalo,,PFS Investments Inc. Cranston RI 2220 Plainfield Pike,gary.garofalo@primerica.com,,Salesforce
9597099,,Asaf Lustig,,,sf.lustig@gmail.com,,List import
9570520,,Michael Mauriello,,,mmauriello@ayco.com,,List import
10997625,Inactive Investor,Terra Eash,Chief Compliance Officer;Service Assistant,"Daus Financial Group, LLC",,,Salesforce
10901006,Inactive Investor,George Wyatt,Client Service Specialist;Fixed Income Analyst,Smith Salley Wealth Management,,,Salesforce
10919459,Inactive Investor,Joan Boyd,,LPL Financial LLC Westborough MA 1500 W Park Dr,joan.boyd@lpl.com,,Salesforce
374165,,Charles Greenlee,,Retired,greenleecw@gmail.com,2038584085,Salesforce
10788627,Inactive Investor,Walter Davis,,"The Leaders Group, Inc.",walter.davis@leadersgroup.net,,Salesforce
9608835,,Elijah Katende,,,davelijah1@icloud.com,,List import
10818906,Inactive Investor,Joseph Byriel,Financial Advisor,Edward Jones Saint Paul MN 1270 Northland Dr,joseph.byriel@edwardjones.com,,Salesforce
10886420,Inactive Investor,Andrew Kleinman,Chief Compliance Officer;Financial Advisor;Managing Partner;Owner,"Coastal Way Financial Group, LLC",,,Salesforce
11187752,Inactive Investor,Patrick Heller,Private Client Financial Advisor,"Citizens Securities, Inc. Dillsburg PA 4 S Baltimore St",patrick.heller@citizensbank.com,,Salesforce
1005712,Inactive Investor,Justin Monaco,,Justin Monaco,jmonaco@rothschildinv.com,630 664 2747,3rd Party Lead Gen
10999798,Inactive Investor,Lindsey Rykman,,"Allstate Financial Services, LLC Kennesaw GA 1350 Wooten Lake Rd NW",lindseyrykman@allstate.com,,Salesforce
10811280,Inactive Investor,Jay Lometillo,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",jay.lometillo@ml.com,,Salesforce
9648114,,Bryan Sanchez,,,bryansanchezesquire@gmail.com,,List import
10904447,Inactive Investor,Stephen Vaughn,,"Allstate Financial Services, LLC Littleton CO 5808 S Rapp St",stephenvaughn@allstate.com,,Salesforce
11160753,Inactive Investor,Aidan Donnelly,,Vanguard Marketing Corporation,aidan_donnelly@vanguard.com,,Salesforce
10829742,Inactive Investor,Erika Cross,Client Service Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,erika.cross@morganstanley.com,,Salesforce
11102616,Inactive Investor,Ronald Skopek,,Kovack Securities Inc. Kennesaw GA 4286 Bells Ferry Rd NW,,,Salesforce
11254019,Inactive Investor,Roberto Annoni Fuertes,,"Raymond James & Associates, Inc.",,,Salesforce
60013,,Andrea Felice,Chief Financial Officer,Strategicpoint Investment Advisors Llc,afelice@strategicpoint.com,401-273-1500,Manual List Upload
345457,,Scott Edwards,"Vice President, Wealth Strategies",Phillips And Company Advisors Llc,sedwards@phillipsandco.com,503-224-0858,Manual List Upload
11236223,Inactive Investor,Jeanne-Marie Sands,Director;Wealth Advisor,"MAI Capital Management, LLC Leesburg VA 106 Harrison St SE",jeanne.sands@mai.capital,,Salesforce
335600,,Alicia Dubois,"Chief Financial Officer, Elected Manager",Impax Asset Management Llc,adubois@paxworld.com,603-431-8022,Manual List Upload
9637511,,W Bates Brown,,,bates.brown@maverickcap.com,,List import
11209145,,[Unknown],,,todd@thomasdoll.com,,Web Form Fillout
6271251,,Jas. Flynn,,,jbflynn11@gmail.com,,Web Form Fillout
11073607,Inactive Investor,Richard Petit,Managing Director - Wealth Management;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,richard.petit@morganstanley.com,,Salesforce
11016480,Inactive Investor,Reid Lucas,,PFS Investments Inc. Hudson WI 901 4th St,rlucas@primerica.com,,Salesforce
10795579,Inactive Investor,Jason Baer,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bethel Park PA 2000 Oxford Dr",baerj@stifel.com,,Salesforce
9626137,,mhill@nowdigital.com.au Hill,,,mhill@nowdigital.com.au,,List import
5119019,,James Lopata,,,jalopata@gmail.com,,Web Form Fillout
11031053,Inactive Investor,Mary Likes,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9567016,,Steven Greer,,,andrew.greer@hobartfinancialgroup.com,,List import
10990622,Inactive Investor,Melissa Guijarro Mayoral,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
7524,,John Kertis,,[[Unknown]],jrkert@aol.com,,Organic Search
9545590,,Stephan Sandoval,,,sandoval.stephan@principal.com,,List import
9615324,,Merrill Parker,,,merrillparker48@gmail.com,,List import
11087288,Inactive Investor,Matthew Maloney,,"Northwestern Mutual Investment Services, LLC Lakeland FL 1476 Town Center Dr",matt.maloney@nm.com,,Salesforce
9636388,,Cory Pulfrey,,,cory.pulfrey@cloverlay.com,,List import
10887581,Inactive Investor,William Mertins,,"Osaic Wealth, Inc. Pensacola FL 11A W Garden St",,,Salesforce
11107672,Inactive Investor,Malissa Krenz,,"Stifel, Nicolaus & Company, Incorporated Bismarck ND 1400 W Century Ave",krenzm@stifel.com,,Salesforce
10992639,Inactive Investor,Trevor Citek,Financial Advisor,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",trevor.citek@raymondjames.com,,Salesforce
11028707,Inactive Investor,Vicki Rankin,,PFS Investments Inc. Uniontown PA 70C Lebanon Ave,vicki.rankin@primerica.com,,Salesforce
10856678,Inactive Investor,Gregory Eddings,,Cetera Advisor Networks LLC Marble Falls TX 701 Avenue G,,,Salesforce
9627535,,C Zurek,,,czurek@att.net,,List import
11072557,Inactive Investor,Kendall Snider,Financial Advisor,Edward Jones La Porte IN 286 W Johnson Rd,kendall.snider@edwardjones.com,,Salesforce
11172970,Inactive Investor,Sylvester Kokkinis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,sylvester.kokkinis@fidelity.com,,Salesforce
11024550,Inactive Investor,Todd Faerber,,"Farmers Financial Solutions, LLC Woodland Hills CA 6303 Owensmouth Ave",tfaerber1@farmersagent.com,,Salesforce
10770902,Inactive Investor,Shannon Andrijowych,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",shannon.andrijowych@ml.com,,Salesforce
231701,, -,,[[Unknown]],kik_prae@hotmail.com,,
10785767,Inactive Investor,Jason Grosse,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.a.grosse@jpmorgan.com,,Salesforce
12770,,Jessica Houska,Investment Analyst,"Argos Capital Partners, LLC",jhouska@argos-partners.com,,Database Upload
11135973,Inactive Investor,Hayden Kierl,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9618118,,Andrew Smith,,,asmith@blackgoldcap.com,,List import
10979351,Inactive Investor,Alexandra Belden,,"Empower Financial Services, Inc",alexandra.belden@empower.com,,Salesforce
9614971,,Douglas Cohen,,,dcohen@athenacapital.com,,List import
570,,,,,skillman.jake@yahoo.com.hk,,
11136954,Inactive Investor,Zachary Johnson,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",zachary.johnson@tiaa.org,,Salesforce
11212238,Inactive Investor,Jenna Mcgillivary,Relationship Manager,"Fifth Third Securities, Inc. Miamisburg OH 120 Alexandersville Rd",jenna.mcgillivary@53.com,,Salesforce
11232104,Inactive Investor,Jason Jones,,PFS Investments Inc. Houston TX 738 Hwy 6 S,,,Salesforce
10785504,Inactive Investor,Kevin Helmer,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,kevin.helmer@fidelity.com,,Salesforce
10510546,,Mitchell Reisman,Partnership Director,LSEG,mitchell.reisman@lseg.com,,List Import
11260100,Inactive Investor,Noah Kava,,Jefferies LLC,,,Salesforce
10597017,,Christian Williams,,,christian.williams@gmail.com,,Web Form Fillout
10821820,Inactive Investor,Thomas Buckley,,Fidelity Brokerage Services LLC,tom.buckley@fmr.com,,Salesforce
71780,,Robert Edwards,,United States,rsedwards28@gmail.com,,
11116078,Inactive Investor,Charles Garland,,State Farm VP Management Corp. Fairfield OH 5306 S Gilmore Rd,,,Salesforce
9563368,,Kenneth Arida,,,kwarida@aol.gmail,,List import
9558536,,Luke Bennett,,,luke.bennett@suntrust.com,,List import
10981390,Inactive Investor,Franklin Strobeck,Investment Advisor Representative,"One Life Financial Group, Inc.",fstrobeck@onelifefg.com,,Salesforce
10833186,Inactive Investor,Timothy Meers,Financial Advisor,Edward Jones Ballwin MO 113 Old State Rd,tim.meers@edwardjones.com,,Salesforce
10878634,Inactive Investor,Dennis McCormick,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",dennis.mccormick@nm.com,,Salesforce
10823213,Inactive Investor,Craig Bryant,,NYLIFE Securities LLC Birmingham AL 2311 Highland Ave S,cbryant@ft.newyorklife.com,,Salesforce
10866274,Inactive Investor,Amanda Lansdell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,amanda.lansdell@fidelity.com,,Salesforce
11174235,Inactive Investor,Hector De Leija Cabral,,J.P. Morgan Securities LLC Van Nuys CA 6300 Van Nuys Blvd,hector.de-leija-cabral@jpmorgan.com,,Salesforce
10935856,Inactive Investor,Vanessa Smith,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,vanessa.smith@primerica.com,,Salesforce
11045382,Inactive Investor,David Mendenhall,,"Avantax Investment Services, Inc. Corvallis OR 2334 NW Professional Dr",,,Salesforce
350783,,Richard Norman,Analyst,"Jordan Capital Am, Llc",dnorman@jordancapital.com,706-575-5262,Manual List Upload
11183474,Inactive Investor,Debra Alberto,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",debra.alberto@wellsfargo.com,,Salesforce
10817674,Inactive Investor,Frank Minssieux,Co-Founder;Partner,"MarketTrend Advisors, Ltd.",fminssieux@markettrendadvisors.com,,Salesforce
10786203,Inactive Investor,Douglas Degraw,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10967330,Inactive Investor,Mariah Moore,,"Northwestern Mutual Investment Services, LLC Mankato MN 111 W Cherry St",mariah.g.proehl@nm.com,,Salesforce
11100346,Inactive Investor,Stephanie Higgins,Client Associate,UBS Financial Services Inc. New York NY 299 Park Ave,stephanie.higgins@ubs.com,,Salesforce
10978575,Inactive Investor,Jordan Huntley,,"Avantax Investment Services, Inc.",,,Salesforce
11137303,Inactive Investor,Orville Shrader,Financial Representative,LPL Financial LLC Harrisonburg VA 1920 Medical Ave,od.shrader@lpl.com,,Salesforce
11197696,Inactive Investor,Benjamin Brooks,Financial Advisor,Edward Jones Camilla GA Private Residence,benjamin.brooks@edwardjones.com,,Salesforce
9611793,,Roland Jones,,,roland.jones@salesforce.com,,List import
11004281,Inactive Investor,Rebecca Belloso,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",rebecca.belloso@ml.com,,Salesforce
10941850,Inactive Investor,Gary Buchanan,,M. S. Howells & Co. Billings MT 14 N 24th St,,,Salesforce
116990,,Raymond Cal,Financial Advisor,"Principal Securities, Inc.",cal.raymond@principal.com,715-342-3689,
11232265,Inactive Investor,Andre Davis,,PFS Investments Inc. Carson CA 1145 E Dominguez St,andrelamardavis@primerica.com,,Salesforce
10997629,Inactive Investor,Kasey Altenbernt,Financial Advisor,"Pruco Securities, LLC. Jackson MI 3738 Lansing Ave",kasey.altenbernt@prudential.com,,Salesforce
10857027,Inactive Investor,Michael Mueller,President;Principal;Regulatory Contact,Arcadia Investment Management Corp Kalamazoo MI 259 E Michigan Ave,mike@arcimc.com,,Salesforce
11006344,Inactive Investor,Hunter Beck,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10931015,Inactive Investor,Ann Sandquist,Senior Advisor,"Schechter Investment Advisors, LLC Silverthorne CO 2625 Hunters Knob Rd",,,Salesforce
11015777,Inactive Investor,Ryan Sabol,,"Mutual Securities, Inc.",ryan.sabol@mutualsecurities.com,,Salesforce
10844669,Inactive Investor,Dena Debenedetti,Financial Advisor,LPL Financial LLC Napa CA 600 Trancas St,dena.debenedetti@lpl.com,,Salesforce
10987050,Inactive Investor,Mark Webster,Research Analyst,"Moneta Group Investment Advisors, LLC",mwebster@monetagroup.com,,Salesforce
10758952,Inactive Investor,Conrad Del Rosario,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",conrad_del_rosario@ml.com,,Salesforce
10797693,Inactive Investor,Benjamin Staines,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",benjamin_staines@ml.com,,Salesforce
11029512,Inactive Investor,William Probe,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 3200 Southwest Fwy",william.m.probe@ampf.com,,Salesforce
10905525,Inactive Investor,Andrew Michnovicz,Financial Advisor,"Ameriprise Financial Services, LLC Las Cruces NM 1690 S Telshor Blvd",andrew.michnovicz@ampf.com,,Salesforce
11175758,Inactive Investor,Matthew Weglarz,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10824117,Inactive Investor,Arnold Insler,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,arnold.insler@primerica.com,,Salesforce
11145320,Inactive Investor,Wendy Kennedy,Financial Advisor;First Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,wendy.kennedy@morganstanley.com,,Salesforce
10867680,Inactive Investor,Keith Erickson,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11073460,Inactive Investor,Andrew Snett,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",andrew.snett@wellsfargoadvisors.com,,Salesforce
11046493,Inactive Investor,Jordan Weeks,,J.P. Morgan Securities LLC Fargo ND 3140 25th St S,jordan.weeks@jpmorgan.com,,Salesforce
10959732,Inactive Investor,David Mar,,Fidelity Brokerage Services LLC Lynnwood WA 18825 33rd Ave W,,,Salesforce
11109124,Inactive Investor,Manisha Jaie,,Vanguard Marketing Corporation,manisha_jaie@vanguard.com,,Salesforce
9545388,,FRANK LIN,,,frank613055@gmail.com,,List import
11032629,Inactive Investor,Chin Win Lim,,Standard Chartered Securities North America LLC,,,Salesforce
10766160,Inactive Investor,Christopher Bernal,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",christopher_bernal@ml.com,,Salesforce
10788827,Inactive Investor,Gregory Amerkanian,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,greg.amerkanian@ubs.com,,Salesforce
228409,, -,,[[Unknown]],obrienwilliam90@gmail.com,,
10994444,Inactive Investor,Laura Giblin,,"Empower Financial Services, Inc Dubuque IA Private Residence",laura.giblin@empower.com,,Salesforce
10871797,Inactive Investor,Richard Lennon,,"Citizens Securities, Inc.",richard.j.lennon@ccoinvest.com,,Salesforce
11017785,Inactive Investor,Josie Bengford,Financial Advisor,"Ameriprise Financial Services, LLC Carroll IA 903 E Us Hwy 30",josie.bengford@ampf.com,,Salesforce
10617486,,Conor Bayer,,,conor.bayer@raymondjames.com,,List Import
10996594,Inactive Investor,Carolyn Dorsey,,PFS Investments Inc. Fort Washington MD 8507 Oxon Hill Rd,cdorsey@primerica.com,,Salesforce
344807,,Robert Wu,Vice President,Flexis Capital,rwu@flexiscapital.com,212-378-4000,Manual List Upload
11120138,Inactive Investor,Anthony Kinsey,,"Samuel A. Ramirez & Company, Inc. Chicago IL 425 S Financial Pl",anthony.kinsey@ramirezco.com,,Salesforce
10883634,Inactive Investor,Eric Ostertag,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,eric.ostertag@fmr.com,,Salesforce
103860,,Monica Vass,,Show Me The $,polarbear62@gmail.com,2086513796,Organic Search
9635734,,Paul Giovacchini,,,paul.giovacchini@landmarkpartners.com,,List import
10961034,Inactive Investor,Alexander Erickson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10960762,Inactive Investor,Eric Borger,,PFS Investments Inc. Portland OR 6975 SW Sandburg St,eric.borger@primerica.com,,Salesforce
10812491,Inactive Investor,Jeffery Buzard,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley The Villages FL 832 Lake Sumter Lndg,jeffery.buzard@morganstanley.com,,Salesforce
339420,,Frederick Buddenhagen,,Buri Corp,rickbudd@optonline.net,203-354-9705,
10827322,Inactive Investor,Kari Bithell,Investment Associate,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",kari.bithell@rbc.com,,Salesforce
11098654,Inactive Investor,Donald Mahoney,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor;Senior Vice President,UBS Financial Services Inc. Philadelphia PA 1735 Market St,donald.mahoney@ubs.com,,Salesforce
10907272,Inactive Investor,Blanca Eaton,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",blanca.eaton@tfaconnect.com,,Salesforce
22496,,Robert Brooks,Chairman,"National Investment Services, Inc.",rbrooks@nisi.net,1-312-335-8300,Database Upload
9557292,,Paul Dean,,,pauldean@financialguide.com,,List import
10959594,Inactive Investor,Darryl Liu,,NYLIFE Securities LLC Naperville IL Private Residence,dliu@ft.newyorklife.com,,Salesforce
11147416,Inactive Investor,Brandon Weatherford,,Fidelity Brokerage Services LLC,,,Salesforce
11131351,Inactive Investor,Vanessa Gonzales,,J.P. Morgan Securities LLC Austin TX 1011 E 5th St,vanessa.irwin@jpmorgan.com,,Salesforce
1569424,,Stephen Gage,,[Unknown],stephen_gage56@yahoo.com,,
9621861,,Chun Lu Li,,,juliuslihku@gmail.com,,List import
347536,,Rocco Delguercio,Chief Financial Officer,"Cm Investment Partners, Llc",rdelguercio@cmfn-inc.com,646-690-5047,Manual List Upload
9564340,,Royce Sut,,,royce.sut@mensa.org.hk,,List import
9608618,,Julius Ranft,,,julius.ranft@gmail.com,,List import
372588,,Michael Zuna,,United States,mwzuna@me.com,,Salesforce
10509985,,Jason LaMacchia,"Senior Vice President, ETF Group",TCW,jason.lamacchia@tcw.com,,List Import
11231804,Inactive Investor,Olufunmilola Aina,,Fidelity Brokerage Services LLC,,,Salesforce
10834404,Inactive Investor,Derek Park,Financial Advisor,Edward Jones Milton FL 4581 Watkins St,derek.park@edwardjones.com,,Salesforce
11229681,Inactive Investor,Coby Sullivan,,"First Command Brokerage Services, Inc. Marietta GA 1640 Powers Ferry Rd SE",,,Salesforce
10839843,Inactive Investor,Louis Kim,Financial Professional,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",louis.kim@prudential.com,,Salesforce
11013146,Inactive Investor,Leslie Peterson,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,leslie.peterson.jvn3@statefarm.com,,Salesforce
6969963,,Sharon Adkins,,,gowoge9519@v2ssr.com,,Web Form Fillout
234423,, -,,[[Unknown]],jentiant@gmail.com,,
11134841,Inactive Investor,Daniel Pantucci,Managing Director;Senior Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",daniel_pantucci@ml.com,,Salesforce
10892984,Inactive Investor,Adam Korzen,Relationship Manager,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
233436,,Misty Mccurty -,,Misty Mccurty [[Unknown]],misty_hrpr@yahoo.com,,Database Upload
10953984,Inactive Investor,Mark Johnson,Financial Advisor,LPL Financial LLC Heber Springs AR Private Residence,mark.a.johnson@lpl.com,,Salesforce
10979311,Inactive Investor,Michelle Adams,,"Allstate Financial Services, LLC Santa Clara CA 3280 El Camino Real",michelleadams@allstate.com,,Salesforce
10937417,Inactive Investor,Elvira Lira-Ortega,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,elvira.liraortega@primerica.com,,Salesforce
10487023,,Cody Barrick,Managing Director,J.P. Morgan Securities LLC,cody.barrick@jpmorgan.com,,List Import
9642130,,Ethan Welch,,,ethwelch28@gmail.com,,List import
10785043,Inactive Investor,Clifford Jurdi,,Commonwealth Financial Network Exeter NH Private Residence,cjurdi@commonwealth.com,,Salesforce
9544797,,Yi?italp Çipa,,,yialpcipa@gmail.com,,List import
10940812,Inactive Investor,Steven Wright,Financial Advisor,Edward Jones Osceola WI 307 N Cascade St,steve.j.wright@edwardjones.com,,Salesforce
10903268,Inactive Investor,Frederick Paulman,Founding Partner;President,"Curi RMB Capital, LLC",,,Salesforce
10824634,Inactive Investor,David Cereghino,Senior Financial Advisor;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",david.cereghino@ml.com,,Salesforce
3693758,,Claudius Albury,,,claude2345@gmail.com,,Web Form Fillout
11135316,Inactive Investor,Manuel Navarro,Chief Compliance Officer;Chief Operating Officer;Financial Advisor,Ongoing Wealth Management,,,Salesforce
10816586,Inactive Investor,Mark Briggs,Chief Compliance Officer;Managing Member;Owner;President,"Briggs Wealth Management, Inc.",mark@briggswealthmgmt.com,,Salesforce
10915794,Inactive Investor,William Nolan,Co-Chief Investment Officer;Managing Member;Principal,"Greenbridge Investment Management, LLC",,,Salesforce
11085611,Inactive Investor,Michael White,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10891792,Inactive Investor,Trevor Moyer,,Fidelity Brokerage Services LLC,,,Salesforce
11237095,Inactive Investor,Joseph Morelli,Investment Advisor Representative,"Keudell Morrison Wealth Management, LLC Salem OR 235 Frnt St SE",,,Salesforce
10802379,Inactive Investor,Paul Connolly,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,paul.connolly@ubs.com,,Salesforce
10905635,Inactive Investor,Kasia Hargrave,,NYLIFE Securities LLC Irvine CA 2020 Main St,kgola@ft.newyorklife.com,,Salesforce
10991698,Inactive Investor,Kesha Patel,,J.P. Morgan Securities LLC Cary NC 801 SE Maynard Rd,kesha.patel@chase.com,,Salesforce
10842873,Inactive Investor,Matthew Giliam,,"Raymond James Financial Services, Inc. Anchorage AK 3401 Denali St",matthew.giliam@raymondjames.com,,Salesforce
9575834,,pam wang,,,pjwang113@gmail.com,,List import
10798066,Inactive Investor,Steve Lauterbach,Member,"Lauterbach Financial Advisors, LLC",,,Salesforce
10755274,Inactive Investor,Daniel Bachmann,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Baltimore MD 1201 Wills St",dan.bachmann@rbc.com,,Salesforce
10951270,Inactive Investor,Giro Maddaluna,Financial Advisor,Cornerstone Planning Group,giro@cspgllc.com,,Salesforce
10854822,Inactive Investor,Michael Miller,,"Longview Advisors, LLC",,,Salesforce
11058922,Inactive Investor,Leticia Resendez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11228607,Inactive Investor,Charley Borek,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
10792794,Inactive Investor,Jay Badeaux,,Lincoln Investment Slidell LA 2019 2nd St,jbadeaux@lincolninvestment.com,,Salesforce
10850111,Inactive Investor,James Mitchell,Financial Advisor;Vice President,Mighty Oak Management LLC,,,Salesforce
10780748,Inactive Investor,Keith Draehn,,"Charles Schwab & Co., Inc. Katy TX Private Residence",keith.draehn@schwab.com,,Salesforce
10864375,Inactive Investor,Lynda McFeeley,,"Haverford Trust Securities, Inc.",lmcfeeley@haverfordtrust.com,,Salesforce
10916657,Inactive Investor,Jose Sobrado,Chief Compliance Officer;Founder;Managing Member;President,"MG Capital Partners, LLC",jsobrado@mglobalpartners.com,,Salesforce
11061027,Inactive Investor,Theodore Harris,Co-Chief Investment Officer;Manager;Managing Partner;Member,Schoolcraft Capital LLC,,,Salesforce
10619402,,Brad Stanek,,,brad.stanek@morganstanley.com,,List Import
9600642,,Shane Holt,,,sholt@missionwealth.com,,List import
10920812,Inactive Investor,Charles Musil,,"Cadaret, Grant & Co., Inc. Saint Augustine FL Private Residence",,,Salesforce
9562228,,adam wynn,,,wynnaj91@gmail.com,,List import
10780097,Inactive Investor,Daniel Robbins,,Goldman Sachs & Co.,daniel.robbins@gs.com,,Salesforce
10944733,Inactive Investor,Matthew Foeller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 16686 SW 88th St",matthew.foeller@ml.com,,Salesforce
10774910,Inactive Investor,William Meyer,Financial Advisor,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",bill.meyer@wellsfargoadvisors.com,,Salesforce
9549699,,Tammie Barsocchini,,,tammie@fsnweb.com,,List import
11072495,Inactive Investor,Faris Matalka,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10780847,Inactive Investor,Brian McNamara,Financial Advisor,"Citizens Securities, Inc. Sandwich MA 10 Merchants Rd",brian.mcnamara@citizenssecurities.com,,Salesforce
10814749,Inactive Investor,Michael Laderer,,Henley & Company LLC,mladerer@henleyandcompany.com,,Salesforce
10898957,Inactive Investor,Thomas Leake,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10617592,,Naomi Lynn,,,naomi.lynn@wfadvisors.com,,List Import
10913050,Inactive Investor,Brett Baile,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",brett.baile@ml.com,,Salesforce
10619406,,Norbert Mindel,,,zmindel@forumfinancial.com,,List Import
11154995,Inactive Investor,William Oxenham,,LPL Financial LLC Ellicott City MD Private Residence,bill.oxenham@lpl.com,,Salesforce
11169867,Inactive Investor,Chunyen Wang,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",gene_wang@ml.com,,Salesforce
11000771,Inactive Investor,Michael Key,,J.P. Morgan Securities LLC Fort Worth TX 6543 Lake Worth Blvd,,,Salesforce
11178823,Inactive Investor,John Prichard,Financial Advisor,Edward Jones Golden CO 350 Indiana St,,,Salesforce
10604618,,Jake Wu,Wealth Management Advisor,Copper Financial,jwu@cu.financial,913-905-8116,List Import
9549844,,Barry Kupferberg,,,bkupferberg@3cap.com,,List import
11074015,Inactive Investor,Christopher Friel,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,christopher.friel@jpmorgan.com,,Salesforce
370886,,Timothy Heilman,,United States,timurkicker@aol.com,,Salesforce
10773311,Inactive Investor,Andrew Brief,,"Kestra Investment Services, LLC Elmsford NY 565 Taxter Rd",abrief@kestrafinancial.com,,Salesforce
10505927,,Clifton Kirksey,Financial Advisor,Ckirksey Associates LLC,clifton.kirksey@lpl.com,312-528-3300,List import
244465,,Chris Cherry,VP,JConnelly,ccherry@jconnelly.com,19738507340,Manual List Upload
11105665,Inactive Investor,Daryl Klump,Director,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",daryl.harshbarger@nm.com,,Salesforce
10823160,Inactive Investor,Ramon Labitigan,Financial Professional,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",ramon.labitigan@prudential.com,,Salesforce
10988410,Inactive Investor,James Marzigliano,,"Alexander Capital, L.P.",jmarzigliano@alexandercapitallp.com,,Salesforce
11124616,Inactive Investor,Matthew Needham,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
9646899,,Ethan Adams,,,ethan@plangroup.com,,List import
232915,, -,,[[Unknown]],754115608@qq.com,,
10861564,Inactive Investor,Nathan Kubik,Chief Executive Officer;Regulatory Contact,"Transform Wealth, LLC",nathan@transformwealth.com,,Salesforce
11040559,Inactive Investor,Ellis Childers,,PFS Investments Inc. Cumming GA 925 Sanders Rd,echilders@primerica.com,,Salesforce
10903340,Inactive Investor,Thomas Moran,,"Independence Capital Co., Inc.",,,Salesforce
10938667,Inactive Investor,Andrew Lunt,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,Scratch Capital,drew@scratch-capital.com,,Salesforce
10986751,Inactive Investor,Ty Huston,,"Midwestern Securities Trading Company, LLC Table Grove IL 121 E South Side Sq",,,Salesforce
10850532,Inactive Investor,Laura Ciullo,Banker;Executive Director,J.P. Morgan Securities LLC New Hyde Park NY 1985 Marcus Ave,,,Salesforce
10807805,Inactive Investor,Justin Perkins,Financial Advisor,"CUSO Financial Services, L.P. Lexington KY 2557 Sir Barton Way",,,Salesforce
9580444,,Jennifer Street,,,jstreet@claroadvisors.com,,List import
10873248,Inactive Investor,Aaron Kosch,Financial Advisor,LPL Financial LLC Columbus NE 4121 23rd St,aaron.kosch@lpl.com,,Salesforce
10858908,Inactive Investor,Robert Laubach,Financial Advisor;Vice President,"Harbor Investment Advisory, LLC",rlaubach@harborllc.com,,Salesforce
11230407,Inactive Investor,Debasish Mukherjee,Senior Consultant,"Pruco Securities, LLC. Camp Hill PA 150 Corporate Center Dr",debasish.mukherjee@prudential.com,,Salesforce
10525888,,Brian Malm,,,brian.malm@gmail.com,,Web Form Fillout
9642562,,Eli Abad,,,126delaware@gmail.com,,List import
11114475,Inactive Investor,David Sorensen,,"Osaic Wealth, Inc. Middleton WI 8500 Greenway Blvd",,,Salesforce
11145976,Inactive Investor,Chung Yan Ho,Financial Advisor;First Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,maggie.ho@ubs.com,,Salesforce
213846,,JAMES BICKEL,,[Unknown],jim_bickel@yahoo.com,,
11021179,Inactive Investor,Nolan Breitbarth,,"Principal Securities, Inc. Indianapolis IN 8910 Purdue Rd",breitbarth.nolan@principal.com,,Salesforce
10858034,Inactive Investor,Shavon Sisson,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,shavon.benson.jrnm@statefarm.com,,Salesforce
9608121,,kevin smith,,,ksmith56@gmail.com,,List import
10830684,Inactive Investor,Kimson Cao,Financial Advisor,Edward Jones Houston TX 5311 Kirby Dr,kimson.cao@edwardjones.com,,Salesforce
11047641,Inactive Investor,Todd Stewart,Chief Executive Officer;President,ORG Partners,todd.stewart@orgpag.com,,Salesforce
11160306,Inactive Investor,Zulfikar Karowadia,,NYLIFE Securities LLC Sugar Land TX Private Residence,zhkarowadia@ft.newyorklife.com,,Salesforce
11166942,Inactive Investor,Stephen McDonald,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sarasota FL 1819 Main St,stephen.mcdonald@ubs.com,,Salesforce
10771750,Inactive Investor,Charlita Brooks,,"Wells Fargo Clearing Services, LLC Cockeysville MD 11234 York Rd",charlita.brooks@wellsfargoadvisors.com,,Salesforce
9638473,,Lauren Shephard,,,lshephard@tcfrichmond.org,,List import
234380,, -,,[Unknown],j.dr@me.com,,
155480,,Myungwoo Park,,[Unknown],ykwpmw@gmail.com,,
9587966,,Stephen Maiden,,,smaiden03@gmail.com,,List import
349609,,Erik Baker,"Managing Director, Gf Capital Asset Advisors, Llc Gf Capital Asset Management, Llc And Gf Capital Private Equity Management, Llc","Gf Capital Asset Advisors, Llc",ebaker@gfcap.com,212-433-1234,Manual List Upload
10489711,,Bethany Ketron,Wealth Advisor,"Buckingham Strategic Wealth, LLC Plano TX 5810 Tennyson Pkwy",bketron@buckinghamgroup.com,,List Import
117285,,Brian Monk,"Agent, Financial Advisor",Eagle Strategies LLC,bpmonk@ft.newyorklife.com,713-624-6484,
11175529,Inactive Investor,Aaron Williams,Partner;Senior Financial Planner,"Market Street Wealth Management Advisors, LLC",aaronw@mswma.com,,Salesforce
11178561,Inactive Investor,Forrest Skriletz,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",forrest_skriletz@ml.com,,Salesforce
11054413,Inactive Investor,Samuel Mason,Chief Compliance Officer;Managing Member;Principal,"S.A. Mason, LLC",smason@masoncapllc.com,,Salesforce
11207933,Inactive Investor,Cristina Alvarado Rodriguez,Assistant Vice President;Financial Advisor;Portfolio Management Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10854427,Inactive Investor,Dennis Greene,,Edward Jones Suffolk VA 5501 Bennetts Pasture Rd,,,Salesforce
10876658,Inactive Investor,Jill Mccormick,Financial Advisor,Edward Jones Lombard IL 360 E 22nd St,jill.mccormick@edwardjones.com,,Salesforce
333418,,Solana Berrio,,Valley National Group,sberrio@valleynationalgroup.com,,
11218630,,Brian Clouden,,,bclouden@cadaretgrant.com,,Other
9637888,,Edward Matthews,,,edward.matthews@cvstarrco.com,,List import
11184453,Inactive Investor,Mark Fuhrman,,Western Wealth Management LLC Castle Rock CO 7505 Village Square Dr,,,Salesforce
11005677,Inactive Investor,Jake Stollmeyer,,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",jake.stollmeyer@raymondjames.com,,Salesforce
10815101,Inactive Investor,John Higgins,,Commonwealth Financial Network Morristown NJ 3 Elm St,jhiggins@commonwealth.com,,Salesforce
10922833,Inactive Investor,Matthew Durham,Chief Compliance Officer;Managing Member,"Durham Wealth Management, LLC Saint Peters MO Private Residence",,,Salesforce
196914,Inactive Investor,Trey Thomson,,Edward Jones,trey.thomson@edwardjones.com,,
9625681,,William Palko-Schraa,,,wfpschraa@gmail.com,,List import
10770964,Inactive Investor,Erica Hopkins,,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",erica.hopkins@wellsfargoadvisors.com,,Salesforce
11093751,Inactive Investor,Michael Bunyan,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11121771,Inactive Investor,Kathleen Menaugh,,"Charles Schwab & Co., Inc. Troy MO Private Residence",,,Salesforce
9638446,,Naohiro Kameoka,,,naohiro.kameoka.hj@jp-life.jp,,List import
11236240,Inactive Investor,Adriana Courts,,"M Holdings Securities, Inc. West Linn OR Private Residence",,,Salesforce
342199,,Ravi Kureemun,CFO,Imara Asset Management Limited,ravi@imara.mu, -31493,Manual List Upload
9548224,,Travis Hilsabeck,,,hilsabeck.travis@principal.com,,List import
10927253,Inactive Investor,Nicholas Conti,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11104367,Inactive Investor,Rhonda Edwards,Investment Portfolio Associate,"Raymond James & Associates, Inc. Griffin GA 220 W College St",rhonda.edwards@raymondjames.com,,Salesforce
11148259,Inactive Investor,Dexter Facey,,PFS Investments Inc. Chalfont PA 31 Oak Ave,dexter.facey@primerica.com,,Salesforce
9610611,,Nelson Valenzuela,,,nel3val2@gmail.com,,List import
10949289,Inactive Investor,John Digiacomo,Financial Consultant,LPL Financial LLC Lebanon PA 450 Isabel Dr,j.digiacomo@lpl.com,,Salesforce
10782912,Inactive Investor,Peter Perroni,,"Grove Point Investments, LLC Ansonia CT 226 Beaver St",pperroni@hbeckinc.com,,Salesforce
10790231,Inactive Investor,Richard Moore,Managing Director,"Brooks, Moore & Associates, Inc.",rlm@brooksmoore.net,,Salesforce
9596824,,Richard Roberts,,,rroberts@tcfgwealth.com,,List import
11124329,Inactive Investor,Clifford Davis,Financial Representative,"Northwestern Mutual Investment Services, LLC Watertown NY 200 Washington St",clifford.davis@nm.com,,Salesforce
11133989,Inactive Investor,George Holmes,Financial Advisor;Retirement Planning Specialist,"Equitable Advisors, LLC Mount Pleasant SC 421 Wando Park Blvd",george.holmes@equitable.com,,Salesforce
11097108,Inactive Investor,Jordan Alhadeff,Advisor;Chief Compliance Officer;Founder;Managing Member,"Murray Street Capital Advisors, LLC",,,Salesforce
10871955,Inactive Investor,Jamal Morris,,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,,,Salesforce
10814958,Inactive Investor,Roger Boone,,LPL Financial LLC Arlington TX 5840 W Interstate 20,gregg.boone@lpl.com,,Salesforce
11048421,Inactive Investor,James Bobbitt,,PFS Investments Inc. Chicago IL 10540 S Western Ave,james.bobbitt@primerica.com,,Salesforce
28909,,Robert Diggle,"Member, Chief Operating Officer",Somerset Capital Management Llp,robert@somersetcm.com,442-072-591300,
11124430,Inactive Investor,Thomas Winkler,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Stockton CA 2087 Grand Canal Blvd",thomas.k.winkler@ampf.com,,Salesforce
11009712,Inactive Investor,Roy Rabenaldt,,"Osaic Wealth, Inc. Dallas TX 15770 Dallas Pkwy",,,Salesforce
11014574,Inactive Investor,Matthew Scheffler,,"Allstate Financial Services, LLC Fort Worth TX 9471 Hwy 377 S",mscheffler@allstate.com,,Salesforce
11062211,Inactive Investor,Justin Samples,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boise ID 3295 W Elder St",justin.t.samples@ampf.com,,Salesforce
11202525,Inactive Investor,Jerry Bulaclac,,"IFP Securities, LLC Valrico FL 2946 Hickory Grove Dr",jerry.bulaclac@ifpartners.com,,Salesforce
1001681,Inactive Investor,George Lai,"Associate Director, Hedge Funds & Public Markets",C.M. Capital Advisors,george@cmcapitaladvisors.com, +1 650 326 6480,
10645831,,Michael Janik,,,michael.r.janik@jpmorgan.com,,List Import
198606,,Thelma Khuzwayo,,[Unknown],thelmakhuzwayotn@gmail.com,,
9638351,,Ibrahim Gharghour,,,igharghour@pulsecp.com,,List import
11175876,Inactive Investor,Charlotte Guinot,Financial Advisor,"Independent Financial Group, LLC Covington LA Private Residence",,,Salesforce
11054172,Inactive Investor,Timothy Doozan,,"Keel Point Capital, LLC Lyman SC Private Residence",tdoozan@keelpoint.com,,Salesforce
9559866,,Roogie singh,,,roogie10842@gmail.com,,List import
10889744,Inactive Investor,Maria Licini,,"Steward Partners Investment Solutions, LLC Paramus NJ 115 W Century Rd",maria.licini@stewardpartners.com,,Salesforce
10899159,Inactive Investor,Destiny Brock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
248716,,Ahmed Ateyya,Content Lead,Middle East Broadcasting Networks,a.ateyya@gmail.com,,Manual List Upload
11055393,Inactive Investor,Andrew Kendall,,State Farm VP Management Corp. Greensburg IN 333 W Main St,andrew.kendall.sksk@statefarm.com,,Salesforce
11050550,Inactive Investor,Michaela Gould,Risk Management Consultant,"MML Investors Services, LLC Colorado Springs CO Private Residence",,,Salesforce
11186614,Inactive Investor,Colin Segura,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,colin.segura@jpmorgan.com,,Salesforce
10842996,Inactive Investor,Douglas Cochran,Financial Advisor,LPL Financial LLC Dallas TX 17950 Preston Rd,doug.cochran@lpl.com,,Salesforce
10871458,Inactive Investor,Ian Ratayczak,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10619928,,Erik Carlson,,,ewcarlson@covenanttrust.com,,List Import
11212383,Inactive Investor,Matthew Corbin,,BNY Mellon Securities Corporation Chicago IL 311 S Wacker Dr,matthew.corbin@bnymellon.com,,Salesforce
10928448,Inactive Investor,Michael Ehrlich,,Citigroup Global Markets Inc.,,,Salesforce
11175408,Inactive Investor,Bruce Laughlin,Managing Director;Partner,"Northwestern Mutual Investment Services, LLC Indianapolis IN 9753 Crosspoint Blvd",,,Salesforce
11150204,Inactive Investor,Joseph Zanolli,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",,,Salesforce
10883533,Inactive Investor,Tamala Williams,,"Cambridge Investment Research, Inc. Atlanta GA 2302 Parklake Dr NE",,,Salesforce
11028022,Inactive Investor,Jeffrey Cotugno,Chief Compliance Officer;Chief Executive Officer;Investment Advisor,Chingle,,,Salesforce
10811854,Inactive Investor,Jane Fitzpatrick,Financial Advisor;Vice President,Morgan Stanley San Diego CA 101 W Broadway,jane.fitzpatrick@morganstanley.com,,Salesforce
11061648,Inactive Investor,Joseph Hedrick,Financial Advisor,UBS Financial Services Inc.,joseph.hedrick@ubs.com,,Salesforce
10844154,Inactive Investor,Steven Brennan,Chief Compliance Officer;Chief Operating Officer;Partner,"AJF Capital Management, Inc.",steve@ajffinancial.com,,Salesforce
10611557,,Martin Anastasio,Financial Advisor,,martin.r.anastasio@ampf.com,,List Import
10790709,Inactive Investor,Asif Ali,Institutional Consulting Director,Morgan Stanley Boca Raton FL 595 S Federal Hwy,asif.ali@morganstanley.com,,Salesforce
11029716,Inactive Investor,Melissa Sutain,,Cetera Advisor Networks LLC Boca Raton FL 225 NE Mizner Blvd,,,Salesforce
11014555,Inactive Investor,Vikas Issar,,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",vikas.issar@oneamerica.com,,Salesforce
10895208,Inactive Investor,Kevin Burke,Managing Partner,Cherry Creek Family Offices,,,Salesforce
11218390,,Grant Blakeslee,,,grant.blakeslee@jpmorgan.com,,List Import
10994644,Inactive Investor,Donnelle Taylor,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10784938,Inactive Investor,Angela Taylor,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,altaylor@rwbaird.com,,Salesforce
9634861,,Mathew Sokal,,,msokal@bourgeoncapital.com,,List import
10889842,Inactive Investor,Josh Renda,,"Apollon Wealth Management, LLC Sarasota FL 1990 Main St",josh.renda@apollonwealth.com,,Salesforce
4280464,,Nikki Crist,,,geraldineblue@putrajayabaya.skom.id,,Web Form Fillout
109068,,Daniel Maday,,Equitable Advisors LLC,djm10789@aol.com,,
9552507,,Jj J,,,charliesfather@hotmail.com,,List import
11076124,Inactive Investor,Javier Chavez-Fernandez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10962375,Inactive Investor,Christopher Pagano,,Edward Jones New Port Richey FL 8831 Hawbuck St,,,Salesforce
11162046,Inactive Investor,Stephen Abramson,Managing Member;President,"APS Wealth Management, LLC Melville NY 1 Huntington Quad",steve@apspension.com,,Salesforce
11040329,Inactive Investor,Phillip Fine,Chief Compliance Officer;Chief Operating Officer;Research Analyst,Constantia Capital LLC,pfine@constantiaquant.com,,Salesforce
10843371,Inactive Investor,Stephen Leeb,Chief Compliance Officer;Chief Executive Officer;Director,"Leeb Capital Management, Inc.",,,Salesforce
10969655,Inactive Investor,Kristopher Miller,Director - Advanced Planning,"Lexington Investment Consulting, LLC",,,Salesforce
11125170,Inactive Investor,Brendan Webster,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11043470,Inactive Investor,Robert Symonds,,"Osaic FA, Inc. Ellicott City MD 24 Frederick Rd",rob.symonds@lfg.com,,Salesforce
10831080,Inactive Investor,John Mannix,Chief Executive Officer;Partner;Shareholder,Baldwin Brothers LLC,jmannix@baldwinbrothersinc.com,,Salesforce
11144794,Inactive Investor,Margaret Weaver,Senior Registered Associate,Morgan Stanley Huntsville AL 305 Church St SW,meg.weaver@morganstanley.com,,Salesforce
10850949,Inactive Investor,Constantine Basdakis,,LPL Financial LLC Irvine CA 32 Executive Park,constantine.basdakis@lpl.com,,Salesforce
11189047,Inactive Investor,Mark Anastasia,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
9560481,,YASH SHAH,,,yashkshah24@gmail.com,,List import
9602632,,Ronald Casten,,,ronaldcasten@aol.com,,List import
10801837,Inactive Investor,Susan Taber,Chief Operating Officer,Taber Asset Management L.L.C.,susan@taberasset.com,,Salesforce
11103591,Inactive Investor,Mary Ryan,Investment Executive,LPL Financial LLC Sheboygan WI 4210 State Hwy 42,mary.t.ryan@lpl.com,,Salesforce
10982184,Inactive Investor,David Turbiner,Principal;Wealth Advisor,"CW Advisors, LLC Wynnewood PA 308 E Lancaster Ave",dturbiner@cwadvisorsgroup.com,,Salesforce
11001803,Inactive Investor,Tomoyuki Uehara,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,tuehara@ft.newyorklife.com,,Salesforce
11178244,Inactive Investor,David Wheatley,,"NewEdge Securities, Inc. New Haven CT 157 Church St",,,Salesforce
11023145,Inactive Investor,Anna Sundvold,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",,,Salesforce
10644697,,Matthew Bryant,,,matthew.bryant@guggenheimfunds.com,,List Import
10755275,Inactive Investor,Judy Zehringer,,"Parkland Securities, LLC Celina OH 111 E Forest St",,,Salesforce
11121684,Inactive Investor,Edward Gordon,,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",edward.gordon@ampf.com,,Salesforce
10843128,Inactive Investor,Steven Brunner,,Sigma Financial Corporation Okemos MI 2277 Science Pkwy,,,Salesforce
11002845,Inactive Investor,Wyatt Cunningham,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,wcunningha02@ft.newyorklife.com,,Salesforce
9595173,,U Ni,,,c_18@naver.com,,List import
9629269,,Sophia Silver,,,sophia.silver@yandex.com,,List import
11254779,Inactive Investor,Anna Stephens,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11131971,Inactive Investor,Kyle Matkaitis,Chief Compliance Officer;Founder;Wealth Advisor,Whisper Wealth Builders,,,Salesforce
11012750,Inactive Investor,Robert Jordan,,Webull Financial LLC,,,Salesforce
11076328,Inactive Investor,Kimberly Breuer,Financial Advisor,Edward Jones Plainview MN 329 W Broadway,kim.breuer@edwardjones.com,,Salesforce
9620822,,hong jian,,,709184755@qq.com,,List import
11026321,Inactive Investor,Mark Graham,,GWN Securities Inc. West Warwick RI 328 Cowesett Ave,mgraham@gwnsecurities.com,,Salesforce
11221483,,Craig Elliott,,,craig.elliott@troweprice.com,,List Import
345729,,Dan Anderson,CFO,"Buckingham Strategic Partners, Llc",danderson@bamadvisor.com,314-725-0455,Manual List Upload
230629,, -,,[[Unknown]],kenhall928@gmail.com,,
342946,,Roger Kafker,"Managing Director, Boston",Ta Associates,rkafker@ta.com,617-574-6700,Manual List Upload
11208946,Inactive Investor,Kristopher Krause,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Acworth GA 3334 Cobb Pkwy NW",kristopher.krause@wellsfargoadvisors.com,,Salesforce
10406098,,Maria Russo,,,russorocks1@gmail.com,,Web Form Fillout
10908741,Inactive Investor,Deborah Swank,,LPL Financial LLC Garland TX 245 Cedar Sage Dr,,,Salesforce
11230222,Inactive Investor,Sabrina Alford,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,sralford@ft.newyorklife.com,,Salesforce
159600,,Jim Forsythe,,[Unknown],jim.forsythe.jr@gmail.com,,
346600,,Scott Shoemaker,Director,Pile Wealth Management,sshoemaker@pilecpas.com,317-269-3454,Manual List Upload
11119569,Inactive Investor,Thomas Parnaby,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,thomas.parnaby@fidelity.com,,Salesforce
10619148,,Michael Wing,,,mwing@brileywealth.com,,List Import
10907579,Inactive Investor,Lindsay Wilson,Senior Manager,"Raymond James & Associates, Inc.",lindsay.pieropan@raymondjames.com,,Salesforce
10491763,,CHRISTOPHER JONES,,,tallfir7@gmail.com,,Web Form Fillout
9621964,,c B,,,cryptobasrura@gmail.com,,List import
10943687,Inactive Investor,Patrick Murphy,,"Bessemer Investor Services, Inc.",,,Salesforce
10815827,Inactive Investor,Mark Duvall,Chief Investment Officer;Co-President,"Opes Wealth Management, LLC",mduvall@opeswealth.com,,Salesforce
11198987,Inactive Investor,Azra Manekia,,J.P. Morgan Securities LLC Lake Mary FL 837 Village Oak Ln,azra.khimji@jpmorgan.com,,Salesforce
9574846,,Mohamed Ali,,,mmohamed.yousri@gmail.com,,List import
200307,,Michael Mihm,Wealth Manager,"Annex Wealth Management, LLC",mmihm@annexwealth.com,262-786-6363,
11193523,Inactive Investor,Ingrid Hession,Financial Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,ingrid.hession@ubs.com,,Salesforce
10935923,Inactive Investor,Caryn Augst,,LPL Financial LLC San Diego CA 4707 Executive Dr,caryn.augst@lpl.com,,Salesforce
10882459,Inactive Investor,Michael Oneill,Portfolio Associate,Neuberger Berman BD LLC,michael.oneill@nb.com,,Salesforce
11122303,Inactive Investor,Melissa Siesto,,NYLIFE Securities LLC Victor NY 209 High Point Dr,msiesto@ft.newyorklife.com,,Salesforce
9592215,,Max Jackson,,,maxjackson01@gmail.com,,List import
9588255,,Thomas Allison,,,tallison@allisonspielman.com,,List import
9588278,,Parvesh Sharma,,,parv.rdr@gmail.com,,List import
220917,,Matthew Gore,,[Unknown],mattygo@yahoo.com,,Direct
102476,,Sean Cote,GROUND FORCE OPERATOR,Canadian Armed Forces | Forces armées canadiennes,operator@denmarkhallmark.onmicrosoft.com,,
11148801,Inactive Investor,Scott Schmidt,,"Sanctuary Securities, Inc. Elgin IL 1 Douglas Ave",sschmidt@sanctuarywealth.com,,Salesforce
10958914,Inactive Investor,Michael Kelly,Associate Financial Advisor,Podell Financial Group LLC Fairfield NJ 271 US Hwy 46,mikekelly@podellfinancialgroup.com,,Salesforce
11186698,Inactive Investor,Erick Martinez,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11115789,Inactive Investor,Lori Jordan,,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",lori.jordan@wellsfargoadvisors.com,,Salesforce
11171831,Inactive Investor,Thomas Beck,Financial Advisor,"The Strategic Financial Alliance, Inc. Greenbrae CA 1000 S Eliseo Dr",trbeck@thesfa.net,,Salesforce
233735,, -,,[[Unknown]],malikgharbi@yahoo.fr,,
11003675,Inactive Investor,Eric Scandurra,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",eric.scandurra@equitable.com,,Salesforce
11009256,Inactive Investor,Jamie Seidel,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,jseidel@primerica.com,,Salesforce
10886127,Inactive Investor,Mark Dewyze,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.dewyze@fidelity.com,,Salesforce
10659132,,James Pusateri,,,james_pusateri@packerlandbrokerage.com,,List Import
9622079,,Wasim Iqbal,,,wasim.iqbal@live.co.uk,,List import
9591250,,Ruslan Averin,,,rulsan.averin@yahoo.com,,List import
10612969,,Stephen Macken,"Financial Advisor, Vice President",,stephen.macken@ml.com,,List Import
11085372,Inactive Investor,Brian Baron,,State Farm VP Management Corp. New Kensington PA 2899 Leechburg Rd,brian.baron.cv12@statefarm.com,,Salesforce
10854881,Inactive Investor,Kevin Smith,Managing Partner;Managing Principal;Regulatory Contact,"Austin Wealth Management, LLC",kevin@austinwealthmgmt.com,,Salesforce
10909303,Inactive Investor,Randall Harrison,,"Equitable Advisors, LLC Orlando FL 1715 Oakmont Ln",randall.harrison@equitable.com,,Salesforce
11065259,Inactive Investor,Susan Trowbridge,,Sigma Financial Corporation Monroe MI 15115 S Dixie Hwy,strowbridge@sigmarep.com,,Salesforce
10872970,Inactive Investor,Jeffrey Pascoe,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
240394,,Peter Elias,,[Unknown],peter.elias12@yahoo.com,,Direct
11117472,Inactive Investor,Barry Fish,Executive Director,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,barry.j.fish@jpmorgan.com,,Salesforce
11045585,Inactive Investor,Tracy Richer,,"Osaic Wealth, Inc. Brookfield WI 13400 Bishops Ln",,,Salesforce
10979309,Inactive Investor,Jenny Flaming,,PFS Investments Inc. Brighton CO 29 N Main St,jflaming@primerica.com,,Salesforce
10942866,Inactive Investor,Jill Shibuya,Financial Advisor;Financial Services Professional,"Archvest Wealth Advisors, Inc.",jill@archvestwa.com,,Salesforce
10904418,Inactive Investor,Larry Wood,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",,,Salesforce
10872048,Inactive Investor,Julia Garfinkle,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,julia.garfinkle@jpmorgan.com,,Salesforce
10964527,Inactive Investor,Santiago Murillo,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",santiago.murillo@robinhood.com,,Salesforce
11111342,Inactive Investor,Jonathan James,,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",jonathan.james@53.com,,Salesforce
11036289,Inactive Investor,Lynnmarie Moore,,J.P. Morgan Securities LLC Saint Louis MO 11600 Olive Blvd,,,Salesforce
9598937,,Alvin Cortez,,,alvin19tusi9420@gmail.com,,List import
11066453,Inactive Investor,Kimberly Carroll,Financial Advisor,Edward Jones Attleboro MA 3 Mill St,kim.carroll@edwardjones.com,,Salesforce
10696008,,Arturo Manzano,,CFM Group,arturo.manzano@cfmgroup.net,,List import
11156989,Inactive Investor,Craig Homchick,Chief Compliance Officer;Managing Member;Owner,"Long Term Investors, LLC",,,Salesforce
346375,,Sang Lee,"Member, Associate",Blackcrane Capital,sang.lee@blackcranecap.com,425-502-7589,Manual List Upload
11236511,Inactive Investor,Steven Fronrath,Wealth Advisor,HighPoint Planning Partners Troy MI 201 W Big Beaver Rd,,,Salesforce
10985266,Inactive Investor,Anil Abraham,,Neuberger Berman BD LLC,anil.abraham@nb.com,,Salesforce
9643217,,Gail Janson,,,gail_j_99@yahoo.com,,List import
237977,, -,,[[Unknown]],alirzp380@yahoo.com,,
9631617,,Jaclyn Baca,,,jaclyn.baca@gmail.com,,List import
10484539,,Julio Rezende,,,juliocassior@gmail.com,,Web Form Fillout
11027641,Inactive Investor,Bruce Whaley,,"Wilson-Davis & Co., Inc.",bwhaley@wdco.com,,Salesforce
9591243,,Ian Stone,,,ILS.ianstone@gmail.com,,List import
11210828,Inactive Investor,Scott Schneider,Financial Advisor,Edward Jones Park Ridge IL 32 Main St,scott.schneider@edwardjones.com,,Salesforce
10862321,Inactive Investor,Thomas Miller,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,thomas.miller@lpl.com,,Salesforce
10862690,Inactive Investor,Dean Mourfield,Financial Advisor,LPL Financial LLC Carmel IN 645 W Carmel Dr,dean.mourfield@lpl.com,,Salesforce
10955152,Inactive Investor,Joyce Palmer,Chief Executive Officer;Financial Advocate;Owner;President,"JPFG Wealth Management, L.L.C. Charlotte NC 801 E Morehead St",contact@jpfinancialgroupllc.com,,Salesforce
10926784,Inactive Investor,Ginger Harper,,"First Horizon Advisors, Inc. Chattanooga TN 2034 Hamilton Place Blvd",ginger.harper@firsthorizon.com,,Salesforce
10968194,Inactive Investor,Sangkung Kassama,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11156820,Inactive Investor,John Mendrysa,,LPL Financial LLC Schenectady NY Private Residence,john.mendrysa@lpl.com,,Salesforce
10659397,,Kathryn Munoz,,,kathryn.munoz@lpl.com,,List Import
11049283,Inactive Investor,Taylor Penzer,Client Service Associate,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,taylor.penzer@ubs.com,,Salesforce
11190474,Inactive Investor,Matthew Riggin,Financial Advisor;Financial Planning Specialist;First Vice President;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,matthew.riggin@morganstanley.com,,Salesforce
48414,,Marques Lopez,Vice President,Fisher Investments,m.lopez@fi.com,,
10881119,Inactive Investor,Tshering Shrestha,,"U.S. Bancorp Investments, Inc.",tshering.shrestha@usbank.com,,Salesforce
345174,,Collin Fingon,Member,"Bright Futures Wealth Management, Llc",collin.fingon@ceteraadvisors.com,585-231-1595,Manual List Upload
10954137,Inactive Investor,Corinne Harry,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,corinne_harry@vanguard.com,,Salesforce
9590540,,KEVIN LAMLE,,,klamle@cox.net,,List import
10817031,Inactive Investor,Bonnie Wusz,Chief Financial Officer;Corporate Secretary;Founder;President,"BW & Associates, Inc.",bonnie@bwandassociatesinc.com,,Salesforce
10947638,Inactive Investor,Jason Albarran,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9540377,,Blakely Page,,,bpage@spoutingrock.us,,List Import
11061923,Inactive Investor,Jeremy Heller,Financial Advisor,"Ameriprise Financial Services, LLC Wayne PA 150 N Radnor Chester Rd",jeremy.d.heller@ampf.com,,Salesforce
11217787,,Jeffrey Johnson,,,jdjohnson@rwbaird.com,,List Import
345858,,John Bergland,Vice President,"Bergland Wealth Management, Inc.",john@berglandwealth.com,601-956-5181,Manual List Upload
9639164,,Mary Susan Van Leunen,,,mvanleun@gmuf.org,,List import
77166,,Armin Hinkelman,Financial Consultant,Thrivent Investment Management Inc.,armin.hinkelman@thrivent.com,,
10931863,Inactive Investor,Charles Reimers,Wealth Advisor,LPL Financial LLC Minneapolis MN 8000 W 78th St,charles.reimers@lpl.com,,Salesforce
11175598,Inactive Investor,Michael Wolfgang,Family Wealth Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Berwyn PA 899 Cassatt Rd,michael.wolfgang@morganstanley.com,,Salesforce
11157512,Inactive Investor,Kevin Shipp,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kevin.shipp@fidelity.com,,Salesforce
351199,,Eileen Francavilla,"Director, First Impressions","Prestige Wealth Management Group, Llc",efrancavilla@prestigewmg.com,908-782-0001,Manual List Upload
11060531,Inactive Investor,Andrea Petersen,Financial Advisor,Edward Jones Reno NV 1885 S Arlington Ave,andrea.petersen@edwardjones.com,,Salesforce
10941086,Inactive Investor,Frederick Blodnick,Financial Consultant,"Charles Schwab & Co., Inc. Missoula MT 741 S Higgins Ave",,,Salesforce
352436,,Kyle Blackston,Associate Advisor,"Blackston Financial Advisory Group, Llc",kyle.blackston@blackstonfinancialgroup.com,352-633-9046,Manual List Upload
10903825,Inactive Investor,Tim Wolfe,,PFS Investments Inc. Charlotte NC 1101 Tyvola Rd,tim.wolfe@primerica.com,,Salesforce
10807043,Inactive Investor,Jose Parada,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jose.parada@fidelity.com,,Salesforce
10796297,Inactive Investor,Kenneth Goldhoff,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,ken.goldhoff@ubs.com,,Salesforce
10987525,Inactive Investor,William Baruch,Chief Operating Officer;Founder;President,Blue Line Capital,,,Salesforce
10943789,Inactive Investor,David Lex,Financial Advisor,LPL Financial LLC Mequon WI 201 N Main St,david.lex@lpl.com,,Salesforce
10991004,Inactive Investor,Christina Pavlov,,"Allstate Financial Services, LLC Penfield NY 401 Penbrooke Dr",cpavlov@allstate.com,,Salesforce
9567808,,Peter Odwee,,,peterodweejr@gmail.com,,List import
10857214,Inactive Investor,Mark Mathisen,,"Stifel, Nicolaus & Company, Incorporated Little Rock AR 11300 Cantrell Rd",,,Salesforce
10963464,Inactive Investor,Michael Hyzny,Associate,Edward Jones Minneapolis MN 5814 Excelsior Blvd,,,Salesforce
9559509,,Adrian Stevens,,,adrian.stevens@voyafa.com,,List import
11183831,Inactive Investor,Alexis Simon,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,alexis.simon@fmr.com,,Salesforce
10766361,Inactive Investor,Kevin Gaunt,First Vice President - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,kevin.gaunt@ubs.com,,Salesforce
10926667,Inactive Investor,Ronald Richards,Financial Advisor,Thrivent Investment Management Inc. Boise ID 913 W River St,,,Salesforce
10487979,,Kerry Rigdon,,"Sunbelt Securities, Inc.",kerry@mcphersonmayberry.com,,List Import
9543140,,Swanky Hsiao,,,swanky.hsiao@gmail.com,,List import
11083850,Inactive Investor,John Larkin,Senior Consultant;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",john_s_larkin@ml.com,,Salesforce
9768684,,James A King,,citywire,jking@citywireusa.com,5182652195,Web Form Fillout
10946186,Inactive Investor,Patricia Lind,,NYLIFE Securities LLC Myrtle Beach SC 1312 Professional Dr,pleibrick@ft.newyorklife.com,,Salesforce
9640254,,Jacques Brousseau,,,jbrousseau@lasersonline.org,,List import
10997477,Inactive Investor,Justin Wisor,Financial Advisor,Edward Jones Anchorage AK 3545 Arctic Blvd,justin.wisor@edwardjones.com,,Salesforce
3336532,,Guillermo Rodríguez,,,g7guillermorodriguez@gmail.com,,Web Form Fillout
9578145,,Steven Gerrish,,,steve@gerrishfinancial.com,,List import
9551576,,Heonseo Park,,,cshpark@gmail.com,,List import
11037423,Inactive Investor,Stefan Cautino,,Cetera Advisor Networks LLC Braintree MA 35 Braintree Hill Park,scautino@ceterawealth.com,,Salesforce
10927580,Inactive Investor,Mark Baldwin,Financial Consultant,"Equitable Advisors, LLC Flowood MS 111 Belle Meade Pt",mark.baldwin@equitable.com,,Salesforce
11012853,Inactive Investor,Ciria Palacios,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,ciriapalacios@primerica.com,,Salesforce
11065971,Inactive Investor,Megan Holotik,,State Farm VP Management Corp. Cambridge MD 722 Cambridge Plz,meganholotik@statefarm.com,,Salesforce
11183162,Inactive Investor,Richard Lee,Chief Financial Officer,"Cynosure Group, LLC Salt Lake City UT 79 S Main St",richard.lee@cynosuregroup.com,,Salesforce
9633210,,Terry Fogarty,,,terry@fogartyenterprise.com,,List import
11059922,Inactive Investor,Tanya Altinis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pasadena CA 680 E Colorado Blvd",,,Salesforce
11058501,Inactive Investor,Michael Corrigan,,"M Holdings Securities, Inc. Santa Barbara CA 138 Powers Ave",michael.corrigan@mfin.com,,Salesforce
11260546,Inactive Investor,Charles Enamorado Cabrera,,Fidelity Brokerage Services LLC,,,Salesforce
10829014,Inactive Investor,Peter Bloch,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,peter.bloch@fmr.com,,Salesforce
11055716,Inactive Investor,Geoffrey Odonnell,,"Next Financial Group, Inc. Huntersville NC 16501 Northcross Dr",,,Salesforce
11104759,Inactive Investor,Ruby Deboer,Service Associate,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",ruby.deboer@raymondjames.com,,Salesforce
11208849,Inactive Investor,Frank Currie,,"Calton & Associates, Inc. Houston TX 13111 Westheimer Rd",fcurrie@calton.com,,Salesforce
9648296,,Mr FIN,,,fezile1@live.com,,List import
9553739,,Nour Al-Shakhouri,,,nour1@icloud.com,,List import
11190072,Inactive Investor,Sean Lillie,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10835336,Inactive Investor,Peter Robertson,Financial Advisor;Financial Planner,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",,,Salesforce
11254355,Inactive Investor,Kidane Sarko,,Thrivent Investment Management Inc.,kidane.sarko@thrivent.com,,Salesforce
10486577,,Douglas Devlin,,"The Ayco Company, L.P.",dougdevlin@hotmail.com,,List Import
11068880,Inactive Investor,Erin Vangrouw,,The Huntington Investment Company Jenison MI 501 Baldwin St,erin.vangrouw@huntington.com,,Salesforce
10912337,Inactive Investor,Tracey Kuhn,Owner,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,tracey.kuhn@primerica.com,,Salesforce
9644410,,SIHUN KIM,,,kksh1227@naver.com,,List import
11202654,Inactive Investor,Donovan Davis,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,donovan.davis@fidelity.com,,Salesforce
230550,, -,,[[Unknown]],knifeman1@optonline.net,,Paid Search
11032392,Inactive Investor,Kenneth Elkins,,"Cambridge Investment Research, Inc. Henrico VA 2550 Gaskins Rd",,,Salesforce
10900419,Inactive Investor,John English,Wealth Advisor,Innovative Advisory Group Peoria AZ Private Residence,jmenglish@innovativewealth.com,,Salesforce
11017167,Inactive Investor,Dustin Cakalic,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10617741,,Adoracion Medina,,,adoracion.medina@ml.com,,List Import
10617645,,Steven Golber,,,steve.golber@wellsfargoadvisors.com,,List Import
10789528,Inactive Investor,Rufus Smith,Managing Director,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,rudy.smith@jpmorgan.com,,Salesforce
11143452,Inactive Investor,Daniel Dizon,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",,,Salesforce
11066980,Inactive Investor,Matthew Altman,Wealth Advisor,"Glassy Mountain Advisors, Inc. Raleigh NC Private Residence",maltman@glassymountainadvisors.com,,Salesforce
9613991,,Patricio Danziger,,,patricio.danziger@rwcpartners.com,,List import
10616651,,William Paton,,,william.paton@lpl.com,,List Import
10915196,Inactive Investor,Carl D'Agostini,,"Next Financial Group, Inc. Sonoma CA Private Residence",,,Salesforce
11166344,Inactive Investor,Olga Georgi,,"Allstate Financial Services, LLC Waynesville NC 283 N Haywood St",olgageorgi@allstate.com,,Salesforce
9573471,,Luiggino Galletto,,,lgalletto@massmutual.com,,List import
10781814,Inactive Investor,Michael Reynolds,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,michael.reynolds@fidelity.com,,Salesforce
11082988,Inactive Investor,Alexander Clark,Financial Advisor,Commonwealth Financial Network Santa Rosa CA 5213 El Mercado Pkwy,aclark@commonwealth.com,,Salesforce
240940,,Nichole Varner,CFO,[Unknown],nichole@blackbirdadvisory.com,,Event
10793279,Inactive Investor,Brian Kenney,Chief Investment Officer,Kenney Investments Inc,,,Salesforce
11077025,Inactive Investor,Gregory Hinrichs,,"MML Investors Services, LLC Charlotte NC 11525 N Community House Rd",ghinrichs@massmutual.com,,Salesforce
9561884,,Yeison -,,,yeison@peruanosonline.com,,List import
9641124,,Kamal Parida,,,kamal.parida@mastercard.com,,List import
10867104,Inactive Investor,Diana Blair,Chief Compliance Officer;Manager;Partner,"Sage Capital Advisors, LLC Tomball TX 990 Village Square Dr",dblair@sage-cap.com,,Salesforce
238019,, -,,[[Unknown]],trrandall@gmail.com,,
10782278,Inactive Investor,Leo Meany,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Murfreesboro TN 154 Cason Ln",lrmeany@firsthorizon.com,,Salesforce
10592086,,Daniel Watkins,,,danvisualeffects@gmail.com,,Web Form Fillout
10938479,Inactive Investor,David Frank,Financial Advisor,Edward Jones Salt Lake City UT 1245 E Brickyard Rd,david.frank@edwardjones.com,,Salesforce
9577398,,Jennifer Ferguson,,,jennifer.ferguson@53.com,,List import
10770973,Inactive Investor,Brandi Wiseman,,J.P. Morgan Securities LLC New Albany IN 120 W Spring St,brandi.l1.wiseman@jpmorgan.com,,Salesforce
11085614,Inactive Investor,Richard Leist,,Cetera Advisor Networks LLC Grandville MI 4120 Chicago Dr SW,,,Salesforce
11230320,Inactive Investor,Patricia Vasquez Vaca,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,pcvasquezva@ft.newyorklife.com,,Salesforce
11233259,Inactive Investor,Sarah Pieri,,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",sarah.pieri@wellsfargoadvisors.com,,Salesforce
10984315,Inactive Investor,Casey Treen,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,casey.treen@fidelity.com,,Salesforce
10760975,Inactive Investor,Shelley Graunke,Financial Planning Specialist;Portfolio Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,shelley.graunke@morganstanley.com,,Salesforce
10957629,Inactive Investor,James Blue,,LPL Financial LLC Tomball TX 19710 FM 2920 Rd,russel.blue@lpl.com,,Salesforce
11180057,Inactive Investor,Christopher Roach,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.roach@fidelity.com,,Salesforce
11212019,Inactive Investor,Michael Murphy,,Commonwealth Financial Network Omaha NE 11620 Arbor St,mmurphy@commonwealth.com,,Salesforce
11143417,Inactive Investor,Liana Pham,,"Transamerica Financial Advisors, Inc Milpitas CA 691 S Milpitas Blvd",liana.pham@transamerica.com,,Salesforce
10961358,Inactive Investor,Ryan Watson,Chief Executive Officer;Compliance Officer,"Fidelium Investment Advisers, LLC",,,Salesforce
11106381,Inactive Investor,Jessie Pierce,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10637171,,Matthew Galea,,,hueygalea@gmail.com,,Web Form Fillout
119963,,Asghar Asghar Shah,,Axiom,asgharshah@yahoo.com,,Initial Salesforce Import
11000071,Inactive Investor,Justin Thompson,,Matter Family Office Dallas TX 3811 Turtle Creek Blvd,jthompson@matterfamilyoffice.com,,Salesforce
11136413,Inactive Investor,Wenxin Cao,,Citigroup Global Markets Inc.,,,Salesforce
9597616,,Thornton Fortesque,,,thornton@europe.com,,List import
9592876,,PP MR,,,pp_crypt0@protonmail.com,,List import
9481637,,henry li,,0,lihenry613@gmail.com,0,Web Form Fillout
9623571,,Ed Vann,,,ehvann3@centurylink.net,,List import
7012899,,Lepes Jannie,,,wowiyo7949@vootin.com,,Web Form Fillout
10981755,Inactive Investor,Michael Percy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11050570,Inactive Investor,Michael Edwards,,"Cadaret, Grant & Co., Inc. Denver CO Private Residence",medwards@cadaretgrant.com,,Salesforce
10781893,Inactive Investor,Tiffany Mansfield,Client Performance Analyst,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",tiffany.mansfield@wellsfargoadvisors.com,,Salesforce
11008271,Inactive Investor,Adam Akins,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,aakins@primerica.com,,Salesforce
11067795,Inactive Investor,Gigi Tong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 845 Alexander Rd",,,Salesforce
9577305,,Thabang Nokoane,,,nokoanet6@gmail.com,,List import
10756607,Inactive Investor,Armen Shabanian,Financial Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,armen.shabanian@morganstanley.com,,Salesforce
11070554,Inactive Investor,Lorenzo Arteaga,,J.P. Morgan Securities LLC Hillsboro OR 2115 SE Tualatin Valley Hwy,lorenzo.arteaga@jpmorgan.com,,Salesforce
11179329,Inactive Investor,Barry Bynum,,"Cambridge Investment Research, Inc. Greenville SC 303 W Stone Ave",,,Salesforce
9645945,,`dasd sdadsad,,,ermisharich@gmail.com,,List import
9623312,,Sandeep Chakravartty,,,sandeepchakravartty@gmail.com,,List import
10932175,Inactive Investor,Amanda Ignasiak,Associate Financial Advisor,Robert W. Baird & Co. Incorporated,asucharda@rwbaird.com,,Salesforce
337490,,Mike Cregan,Executive Assistant,"Icon Wealth Partners, Llc",mike.cregan@iconwp.com,713-904-5020,Manual List Upload
11195016,Inactive Investor,Patricia Hagood,Client Associate;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",patricia_hagood@ml.com,,Salesforce
11129931,Inactive Investor,Robert Showalter,Financial Advisor;Financial Analyst,The Main Street Group,sshowalter@themainstreetgroup.com,,Salesforce
11200181,Inactive Investor,Timothy Geary,,Cetera Advisor Networks LLC Honolulu HI 745 Fort Street Mall,,,Salesforce
10821528,Inactive Investor,Brent Williams,Chief Compliance Officer;Financial Planner;Investment Manager;President,"Taylor & Williams, Inc.",brent@taylorandwilliams.com,,Salesforce
11231020,Inactive Investor,Tyler Hastings,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",tyler.hastings@lpl.com,,Salesforce
11175814,Inactive Investor,Shawn O'Brien,,"Raymond James Financial Services, Inc. Trenton MI 2363 W Jefferson Ave",shawn.o-brien@raymondjames.com,,Salesforce
11047536,Inactive Investor,Peter Hong,,Cetera Investment Services LLC San Francisco CA 555 Montgomery St,,,Salesforce
9543972,,Richard Bueche,,,r.bueche@fi.com,,List import
10793089,Inactive Investor,Irena Romanyuk,Wealth Management Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
9596497,,Francisco Almada,,,falmada@unioncapital.com,,List import
9594436,,Pierre-guillaume Veaux,,,pierre-guillaume.veaux@candriam.com,,List import
10768010,Inactive Investor,Marco Tejada,Advisor Consultant,"TIAA-CREF Individual & Institutional Services, LLC Huntersville NC Private Residence",marco.tejada@tiaa.org,,Salesforce
10839989,Inactive Investor,Kacey Dewitt,Financial Advisor,Edward Jones Marshfield WI 1031 W McMillan St,kacey.dewitt@edwardjones.com,,Salesforce
11111137,Inactive Investor,Eben Eubanks,Chief Executive Officer;Senior Financial Advisor,Eubanks Financial,,,Salesforce
11158105,Inactive Investor,Brett Thomas,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Evanston IL 1603 Orrington Ave,brett.x.thomas@jpmorgan.com,,Salesforce
9283426,,shakti khatri,,,shakti7188@gmail.com,,Web form fillout
9559874,,Bill Murphy,,,nature2001@hotmail.com,,List import
10948294,Inactive Investor,Patrick Munnerlyn,,Motiv8 Investments LLC Fayetteville AR 3810 N Front St,,,Salesforce
11079868,Inactive Investor,Eric Haley,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Greensburg PA 126 Mathews St",,,Salesforce
10822642,Inactive Investor,Timothy McGrath,Chief Compliance Officer;Managing Member;Managing Partner,Riverpoint Wealth Management,mcgrath@riverpointwealth.com,,Salesforce
9548390,,Jeffrey Kaiden,,,kaiden.jeff@principal.com,,List import
11026983,Inactive Investor,Michael Probst,,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",michael.probst@valic.com,,Salesforce
223612,,Martin Rybar,,[Unknown],rybar@me.com,,source
10929753,Inactive Investor,Bernadette Brown,,"Osaic Wealth, Inc. Coraopolis PA 1150 Thorn Run Rd",,,Salesforce
11235925,Inactive Investor,Elena Ladygina,Senior Advisor,"Veris Wealth Partners, LLC New York NY 17 State St",eladygina@veriswp.com,,Salesforce
212287,,Terry McDaniel,,[Unknown],tlmcdaniel1@yahoo.com,,Direct
11205901,Inactive Investor,Brandon Garza,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11197459,Inactive Investor,Andrew Busby,Financial Advisor,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",abusby@financialguide.com,,Salesforce
9540584,,David Grider,,,david@aenigma.capital,,List Import
9618272,,Alexander Roepers,,,roepers@atlanticinvestment.net,,List import
11078029,Inactive Investor,Taylor Schenone,Financial Advisor,Edward Jones Fort Myers FL 1500 Colonial Blvd,taylor.schenone@edwardjones.com,,Salesforce
10817962,Inactive Investor,Michael Kerrigan,Financial Advisor,Edward Jones Plainville MA 167 South St,mike.kerrigan@edwardjones.com,,Salesforce
9573199,,Kerem Aksoy,,,kaksoy@bluemountaincapital.com,,List import
11175599,Inactive Investor,Ronald Hopkins,Family Wealth Advisor;Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Indianapolis IN 800 E 96th St,ron.hopkins@morganstanley.com,,Salesforce
9546696,,Lee Falberg,,,lfalberg@allianceadvisory.com,,List import
10809844,Inactive Investor,Vipul Shah,Executive Director;Family Wealth Director;Financial Advisor;Insurance Planning Director;International Client Advisor;Senior Port,Morgan Stanley Chicago IL 233 S Wacker Dr,vipul.b.shah@morganstanley.com,,Salesforce
11005675,Inactive Investor,Jose Martinez-Rincon,Relationship Banker,"Wells Fargo Clearing Services, LLC Huntersville NC 14215 Market Square Dr",,,Salesforce
10979591,Inactive Investor,Carol Briggs,,PFS Investments Inc. North Royalton OH 11456 State Rd,cbriggs@primerica.com,,Salesforce
9555301,,A A,,,a@a.com,,List import
10942318,Inactive Investor,Michael Modisette,Vice President,PNC Investments Houston TX 2200 Post Oak Blvd,michael.modisette@pnc.com,,Salesforce
10902892,Inactive Investor,Frank Musalek,Financial Advisor,Edward Jones Hastings NE 630 W 2nd St,frank.musalek@edwardjones.com,,Salesforce
10648260,,Steven Heckman,,,ryan@rallydaypartners.com,,List Import
10974050,Inactive Investor,Dan Michael Ilagan,,PFS Investments Inc. Hilo HI 202 Waianuenue Ave,dilagan@primerica.com,,Salesforce
10951125,Inactive Investor,Diana Espinoza,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
11104627,Inactive Investor,Douglas Gibson,Private Client Advisor;Vice President,Key Investment Services LLC Pittsburgh PA 6203 Babcock Blvd,douglas_gibson@kisinvestments.com,,Salesforce
11127401,Inactive Investor,Maryann Corwin,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,mcorwin@primerica.com,,Salesforce
9549894,,Francis Ralko,,,francis.j.ralko@gmail.com,,List import
11254686,Inactive Investor,Debora Fenhoff,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
9562900,,Hasan Terzioglu,,,hasan.terzioglu@entekteknik.com,,List import
142767,,Eric Koeplin,,"Adviceperiod, Llc",eric.koeplin@adviceperiod.com,303-539-0100,
10753022,Inactive Investor,Joseph Barreca,Regional Director;Senior Financial Advisor,"First Horizon Advisors, Inc. Metairie LA 2900 Ridgelake Dr",joseph.barreca@firsthorizon.com,,Salesforce
11205920,Inactive Investor,Karen Mayfield,,"Truist Investment Services, Inc. Jacksonville FL 1200 Riverplace Blvd",karen.mayfield@truist.com,,Salesforce
11025167,Inactive Investor,Chad Robbins,,"FBL Marketing Services, LLC Spring Hill KS 117 S Main St",chad.robbins@fblfinancial.com,,Salesforce
10867041,Inactive Investor,Edward Schon,,"Allstate Financial Services, LLC Bridgewater NJ 482 State Rte 28",edwardschon@allstate.com,,Salesforce
10604546,,Rob Goodson,Financial Advisor,"Ameriprise Financial Services, LLC",rfg1993@gmail.com,6467372012,List Import
10779070,Inactive Investor,Michael Kertes,Private Client Advisor,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,michael.s.kertes@jpmorgan.com,,Salesforce
10857800,Inactive Investor,Zachary Daeges,Analyst;Member,"Roehl & Yi Investment Advisors, LLC Portland OR 5717 SE 40th Ave",zdaeges@roehl-yi.com,,Salesforce
9606644,,Aaron Arnold,,,abc.aaron@gmail.com,,List import
11212693,Inactive Investor,Peter Gray,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",grayp@stifel.com,,Salesforce
10613096,,Jonathan Morton,Financial Advisor,,jonathan.morton@equitable.com,,List Import
11121313,Inactive Investor,Taylor Alexander,Financial Advisor,Edward Jones Sulphur LA 1906 Maplewood Dr,taylor.finchum@edwardjones.com,,Salesforce
236042,, -,,[[Unknown]],bigr5068@gmail.com,,Organic Search
11155342,Inactive Investor,Bryan Loew,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,bryan.loew@jpmorgan.com,,Salesforce
11048967,Inactive Investor,Staci Ribley,,J.P. Morgan Securities LLC Bluffton OH 135 S Main St,staci.ribley@jpmorgan.com,,Salesforce
9574900,,Noman Naeem,,,nauman.naeem@gmail.com,,List import
10905843,Inactive Investor,Marisa Sounde,,NYLIFE Securities LLC Delavan WI 5540 State Road 50,mnor@ft.newyorklife.com,,Salesforce
11135177,Inactive Investor,Charles Natalie,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Helena MT Private Residence",chase.natalie@mutualofomaha.com,,Salesforce
9629802,,Jordan Nesbitt,,,jordanjamesnesbitt@hotmail.com,,List import
10954085,Inactive Investor,Lyndsey Madkins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11078657,Inactive Investor,Jesus Maldonado,Financial Consultant,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",jjoseph.maldonado@equitable.com,,Salesforce
11003232,Inactive Investor,Madeline Orbin,Associate,Edward Jones Little Rock AR 10801 Executive Center Dr,madeline.orbin@edwardjones.com,,Salesforce
10847073,Inactive Investor,Iris Destephen-Fujita,,"Raymond James Financial Services, Inc. Miami FL 200 S Biscayne Blvd",iris.destephen@raymondjames.com,,Salesforce
10900142,Inactive Investor,Cassandra Hughes,,Edward Jones Omaha NE 4868 S 96th St,,,Salesforce
9634902,,Juan Oliveras,,,joliveras@betacap.com,,List import
11008936,Inactive Investor,Brent Dube,,"Empower Financial Services, Inc",brent.dube@empower.com,,Salesforce
11005943,Inactive Investor,Nadine Ruiz,,PFS Investments Inc. Modesto CA 1620 N Carpenter Rd,nruiz.21ycy@primerica.com,,Salesforce
11133621,Inactive Investor,John Weeden,Wealth Services Consultant,"First Horizon Advisors, Inc.",john.weeden@firsthorizon.com,,Salesforce
10801454,Inactive Investor,Tate Lindsey,Financial Advisor;First Vice President,Morgan Stanley Fort Worth TX 201 Main St,tate.lindsey@morganstanley.com,,Salesforce
10962070,Inactive Investor,Jacob Broome,,Edward Jones Fort Mill SC 1377 Broadcloth St,,,Salesforce
10959504,Inactive Investor,Jackson Webb,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10967164,Inactive Investor,Paige Rexrode,Private Client Banker,J.P. Morgan Securities LLC Scotts Valley CA 247 Mount Hermon Rd,paige.rexrode@chase.com,,Salesforce
10612952,,John Donnelly,Financial Advisor,,john.donnelly@lpl.com,,List Import
11086315,Inactive Investor,Jonathan Ross,Financial Advisor,Edward Jones Scottsville KY 107B E Public Sq,jonathan.ross@edwardjones.com,,Salesforce
9617369,,Cameron Williams,,,cameron@stonypointcapital.com,,List import
10839534,Inactive Investor,John Davis,,"Apollon Wealth Management, LLC Winston Salem NC Private Residence",,,Salesforce
10806557,Inactive Investor,Kevin Darger,,FMN Capital Corporation,kdarger@fmncc.com,,Salesforce
10861064,Inactive Investor,Jacob Hyett,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",jacob.hyett@stifel.com,,Salesforce
11008328,Inactive Investor,Carson Davy,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
9640163,,Robert Merrick,,,rmerrick@tici.com,,List import
9557628,,Jason Kelly,,,jkel2891@gmail.com,,List import
9641617,,Doyle Brown,,,doyle@sagepointadvisor.com,,List import
10845860,Inactive Investor,Gregory Kepner,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",greg.kepner@cunamutual.com,,Salesforce
10879038,Inactive Investor,Joshua Marks,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",,,Salesforce
11123904,Inactive Investor,Scott Lask,Financial Advisor,Wedbush Securities Inc. Monroe NY Private Residence,scott.lask@wedbush.com,,Salesforce
239034,,Marc Goodfriend,,Israel,marcgoodfriend@yahoo.com,,source
10802330,Inactive Investor,Robert Thorne,Financial Advisor,"Flagship Harbor Advisors, LLC Hyannis MA 100 Independence Dr",robert.thorne@flagshipharbor.com,,Salesforce
10823719,Inactive Investor,Qingquan Li,Assistant Vice President;Institutional Retirement Plan Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",edwin.li@bofa.com,,Salesforce
11158430,Inactive Investor,William Egan,,Alamo Capital,wegan@alamocapital.com,,Salesforce
9597422,,Frances Chiu,,,frances.chiu@phocasfinancial.com,,List import
10826535,Inactive Investor,Anthony Bosma,Financial Professional,LPL Financial LLC Madison WI 5910 Mineral Point Rd,anthony.bosma@lpl.com,,Salesforce
10990766,Inactive Investor,Eric Schutta,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
5947650,,Dave Houseman,,,dthouseman@gmail.com,,Web Form Fillout
11186649,Inactive Investor,Nancyjane Robinson,,PFS Investments Inc. Johnson City TN 4132 Bristol Hwy,nrobinson@primerica.com,,Salesforce
9542128,,Peter Wright,,,pwright@hightoweradvisors.com,,List import
9572163,,Harold Taylor,,,gene.taylor@53.com,,List import
10790976,Inactive Investor,Melissa Mergen,,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",melissa.j.mergen@rbc.com,,Salesforce
10994034,Inactive Investor,Ehsan Jafari,,J.P. Morgan Securities LLC Kirkland WA 12028 NE Totem Lake Way,ehsan.jafari@jpmorgan.com,,Salesforce
351496,,Carol Evinski,"Associate, Family Office Services","Kb Financial Partners, Llc",cevinski@kbfcllc.com,609-514-4700,Manual List Upload
11155116,Inactive Investor,Abigail Porter,,Goldman Sachs & Co.,,,Salesforce
10919560,Inactive Investor,Angel Aguinaldo,,"Osaic Wealth, Inc. Glendale CA 3200 Buckingham Rd",,,Salesforce
9621415,,Sunu rabha Heel boy,,,sunurabha31@gmail.com,,List import
11208323,Inactive Investor,Michael Kneip,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
9586219,,John Bender,,,john.bender@sbsbinc.com,,List import
373888,,Adam Lapierre,,[Unknown],adaml@me.com,,source
11188223,Inactive Investor,Jason Feltman,,"Allstate Financial Services, LLC Huntington Beach CA 8907 Warner Ave",jwfeltman@allstate.com,,Salesforce
11081328,Inactive Investor,Brandon Paige,,"MML Investors Services, LLC Lancaster PA 114 Foxshire Dr",,,Salesforce
338992,,Scott Finegan,Managing Director,"Pfingsten Partners, L.l.c.",sfinegan@pfingsten.com,312-222-8707,Manual List Upload
9632537,,Panayiotis Lambropoulos,,,panayiotis.lambropoulos@ers.texas.gov,,List import
10949073,Inactive Investor,Andrea Yoon,,J.P. Morgan Securities LLC Stone Mountain GA 5454 Five Forks Trickum Rd,andrea.k.yoon@jpmorgan.com,,Salesforce
10658549,,Sondrae Lewis,,,sondraerlewis@primerica.com,,List Import
10743272,Inactive Investor,Christopher Mendoza,Head - Investment Research,15 Equity,cmendoza@15equity.com,,Salesforce
11230142,Inactive Investor,Sherry Deppen,,"N.I.S. Financial Services, Inc.",,,Salesforce
10618889,,Bryan Hoppe,,,bryan.hoppe@benjaminfedwards.com,,List Import
11233343,Inactive Investor,Daniel Stephany,,"Principal Securities, Inc. Broken Arrow OK 4008 S Elm Pl",,,Salesforce
9589779,,Matthew Golden,,,mgolden@carmelpartners.com,,List import
11103062,Inactive Investor,Eric Thornburg,Financial Advisor,Edward Jones Harvard IL 200 W Front St,eric.thornburg@edwardjones.com,,Salesforce
10976787,Inactive Investor,Maria Dimercurio,,J.P. Morgan Securities LLC Dearborn MI 1324 Monroe St,maria.dimercurio@jpmorgan.com,,Salesforce
9553629,,Randall Giorgi,,,rgiorgi@ft.newyorklife.com,,List import
9623989,,Ted May,,,ny-law@msn.com,,List import
351444,,Erin Sibley,Financial Planner,The Shobe Financial Group,esibley@shobe.com,225-763-7010,Manual List Upload
10845732,Inactive Investor,Francisco Pantoja,Owner,FJP Portfolio Management,francisco@fjpportfolio.com,,Salesforce
219193,,jeewoo park,,[Unknown],jeewoo.park@allbirds.com,,Direct
11017565,Inactive Investor,Laura Schulman,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",laura.dollar@raymondjames.com,,Salesforce
10909856,Inactive Investor,Eileen Burns,,"Avantax Investment Services, Inc. Neptune NJ 4814 Outlook Dr",,,Salesforce
9623508,,Gregory Wolfson,,,gwolfson@sharespost.com,,List import
10905360,Inactive Investor,David Sarver,Associate Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",david.sarver@ml.com,,Salesforce
9645139,,Turgut Kisinbay,,,tkisinbay@ofiglobal.com,,List import
11065301,Inactive Investor,Korey Nissen,,Mutual of America Securities LLC Overland Park KS 7300 College Blvd,korey.nissen@mutualofamerica.com,,Salesforce
220722,,Myron Barto,,[Unknown],myron.bartko@thebartkogroup.com,,
11165504,Inactive Investor,Janine Keating,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,janine.abromson@citi.com,,Salesforce
223183,,David Russell,Head of Family Office Services,MGO Private Wealth,victordavid.russell@gmail.com,,
9611943,,Alan Remedios,,,aremedios@firstrepublic.com,,List import
11042594,Inactive Investor,Vincent Gerbasio,,State Farm VP Management Corp. Allentown PA 1649 Hausman Rd,vincent.gerbasio.j3k4@statefarm.com,,Salesforce
11046596,Inactive Investor,Marshall Burroughs,Financial Advisor,"RMR Wealth Builders, Inc.",mburroughs@rmrwealth.com,,Salesforce
11099031,Inactive Investor,Edward Fowler,,"Osaic Wealth, Inc. E Taunton MA Private Residence",,,Salesforce
11254418,Inactive Investor,Stefanie Schechter,Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
10922692,Inactive Investor,Kurt Townsley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11151157,Inactive Investor,Mariam Gultei,,J.P. Morgan Securities LLC Washington DC 3100 14th St NW,mariam.gultei@jpmorgan.com,,Salesforce
9641781,,Vinh Thai Xuan,,,namanduong01@gmail.com,,List import
10494384,,John Link,"Chief Compliance Officer, Chief Investment Officer, Founder, Officer, Owner, President, Treasurer",Link Financial Corporation,kenlink@linkresourcegroup.com,,List Import
11035593,Inactive Investor,Amy Portier,,"Woodmen Financial Services, Inc.",aportier@woodmen.org,,Salesforce
10799310,Inactive Investor,Keith Weik,Financial Advisor,Edward Jones Fenton MO 1572 Smizer Station Rd,keith.weik@edwardjones.com,,Salesforce
11165953,Inactive Investor,Kyle Ruff,,"Hennion & Walsh, Inc.",kruff@hennionandwalsh.com,,Salesforce
11229410,Inactive Investor,Joshua Miller,,William Blair,,,Salesforce
11140191,Inactive Investor,Dennis Koenning,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",tim.koenning@tfaconnect.com,,Salesforce
11222025,,Yana Karalnik,,,yana.karalnik@amundi.com,,List Import
11056309,Inactive Investor,Michelle Giesen,Financial Planner,LPL Financial LLC Forest City IA 205 S Clark St,michelle.giesen@lpl.com,,Salesforce
10884590,Inactive Investor,James Bratcher,Investment Advisor Representative,"Financial Management Advisors, Inc.",jimmy@financialmanagementadvisors.com,,Salesforce
11164730,Inactive Investor,Patricia Collins,Financial Advisor,LPL Financial LLC Pittsford NY 1250 Pittsford Victor Rd,patricia.collins@lpl.com,,Salesforce
198811,,JOHN GASTON,,Self,jggaston@comcast.net,239-240-9788,
10814365,Inactive Investor,Eric Atkins,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,eric.t.atkins@jpmorgan.com,,Salesforce
11179991,Inactive Investor,Laura Retta,Senior Client Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,laura.retta@ubs.com,,Salesforce
50209,,Michael Katrein,Financial Advisor,"Per Stirling Capital Management, LLC",mkatrein@perstirling.com,972-248-1500,
11008726,Inactive Investor,Gina Franco-Calderon,,"Raymond James Financial Services, Inc. Reno NV 9805 Double R Blvd",gina.franco-calderon@raymondjames.com,,Salesforce
10769053,Inactive Investor,Arturo Unzueta,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",aunzueta@financialguide.com,,Salesforce
10821632,Inactive Investor,Samuel Chisolm,,NYLIFE Securities LLC New York NY 420 Lexington Ave,sbchisolm@ft.newyorklife.com,,Salesforce
11218681,,Patrick Henning,,,patrick.henning@ubs.com,,Other
10489419,,Qingyi Liang,,Cetera Investment Advisers LLC Plano TX 3911 W Park Blvd,markliang@hotmail.com,,List Import
9594848,,To Go,,,tigo@mail.con,,List import
10872642,Inactive Investor,Dianne Angelo,Senior Client Associate,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",,,Salesforce
9611236,,Torek Blakely,,,officialbtgreekfsg@gmail.com,,List import
11050514,Inactive Investor,Gabriel Rodriguez,,PFS Investments Inc. Wildomar CA 36330 Hidden Springs Rd,gabriel.rodriguez@primerica.com,,Salesforce
10816436,Inactive Investor,Mark Whitney,Managing Director,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",mark.whitney@wellsfargoadvisors.com,,Salesforce
9583371,,Marcos Rodriguez,,,mrodriguez@palladiumequity.com,,List import
10793310,Inactive Investor,Norman Stine,,"Pruco Securities, LLC. Hershey PA Private Residence",norman.stine@prudential.com,,Salesforce
11142333,Inactive Investor,Carlo Nerko,,Cetera Financial Specialists LLC Melville NY 1 Huntington Quadrangle,carlo.nerko@ceterafs.com,,Salesforce
11128911,Inactive Investor,Grace Morwood,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
10995814,Inactive Investor,Devin Hatchard,,J.P. Morgan Securities LLC Cedar Knolls NJ 190 E Hanover Ave,devin.hatchard@chase.com,,Salesforce
11136649,Inactive Investor,Anthony Russo,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
10953134,Inactive Investor,Ian Klinger,,"Independent Advisor Alliance, LLC Vineland NJ 782 S Brewster Rd",ian@independentadvisoralliance.com,,Salesforce
10804219,Inactive Investor,Brian Markowitz,Vice President - Investments,"Raymond James & Associates, Inc. Savannah GA 530 Stephenson Ave",brian.markowitz@raymondjames.com,,Salesforce
10957715,Inactive Investor,Jonathan Meyers,Chief Financial Officer;Vice President,Port Capital LLC,jmeyers@portcapllc.com,,Salesforce
224172,,Paul Jebara,,[Unknown],pauljebara@gmail.com,,Direct
10925074,Inactive Investor,Lynda Heist,Shareholder,"L. Jane Heist Wealth Management, Inc.",,,Salesforce
10832311,Inactive Investor,Stewart Frye,Financial Advisor,Edward Jones Huntington WV 402 8th St,reid.frye@edwardjones.com,,Salesforce
11163841,Inactive Investor,Lisa Rizzo,,LPL Financial LLC Littleton CO Private Residence,lisa.j.rizzo@lpl.com,,Salesforce
10611935,,Diane Tuttle,"Associate Vice President - Wealth Management, Financial Advisor, Senior Investment Management Consultant",,diane.e.hires@morganstanley.com,,List Import
10924289,Inactive Investor,William Lauderdale,,"Raymond James Financial Services, Inc. Middleton WI Private Residence",william.lauderdale@raymondjames.com,,Salesforce
9618216,,Adele Weisman,,,asw@roanokeasset.com,,List import
10785210,Inactive Investor,Paul Sullivan,,"Sanford C. Bernstein & Co., LLC",sullivanp@bernstein.com,,Salesforce
11047138,Inactive Investor,Bruce Grenke,Advisor Consultant,Burton Enright Welch,,,Salesforce
11177878,Inactive Investor,Lisa Gomez,,J.P. Morgan Securities LLC Melville NY 395 N Service Rd,,,Salesforce
11011022,Inactive Investor,Matthew Hawkins,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11110875,Inactive Investor,Jacquelyn Bickerton,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
11182062,Inactive Investor,Bradley Edwards,Financial Professional,LPL Financial LLC Newport Beach CA 1200 Quail St,bradley.edwards@lpl.com,,Salesforce
10657810,,Joseph Murnane,,,hobie.murnane@nm.com,,List Import
9550891,,James Austin,,,jeff@blackwatercapm.com,,List import
10853774,Inactive Investor,Paul Curran,Financial Advisor,Edward Jones Salem VA 11 E Main St,joe.curran@edwardjones.com,,Salesforce
11080143,Inactive Investor,William Kennedy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11147413,Inactive Investor,Brian Copple,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9642269,,? ?,,,571701269@qq.com,,List import
11032781,Inactive Investor,Mauricio Reid,Investment Relationship Officer,Citigroup Global Markets Inc.,,,Salesforce
11086067,Inactive Investor,Jayne Powell,Financial Advisor,Edward Jones Flagstaff AZ 9 N Elden St,jayne.powell@edwardjones.com,,Salesforce
9573242,,Nitin Wadke,,,nwadke@bloomtreepartners.com,,List import
10943292,Inactive Investor,Jude Watters,,"Pruco Securities, LLC. Casper WY 4100 Sweetbrier St",jude.watters@prudential.com,,Salesforce
11059087,Inactive Investor,Thomas Oldt,Financial Advisor,LPL Financial LLC Winter Haven FL 340 W Central Ave,thomas.r.oldt@lpl.com,,Salesforce
10855978,Inactive Investor,Paul Parson,Managing Director,"Wells Fargo Advisors Financial Network, LLC Owosso MI 201 N Washington St",paul.parson@wfafinet.com,,Salesforce
196304,,Haeseong Yoon,,[Unknown],kzel@naver.com,,Other
10812311,Inactive Investor,Robert Adams,Financial Advisor,"Ameriprise Financial Services, LLC Lexington KY 1089 Chinoe Rd",,,Salesforce
10753256,Inactive Investor,Karen Betzag,Director - Business Development,Morgan Stanley New York NY 55 E 52nd St,karen.betzag@morganstanley.com,,Salesforce
9611386,,jean-baptiste bois,,,jbbois@hotmail.com,,List import
10771413,Inactive Investor,Chase Covington,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,chase.covington@fidelity.com,,Salesforce
11233719,Inactive Investor,Ryan Williams,,Fidelity Brokerage Services LLC,,,Salesforce
10922181,Inactive Investor,Patrick Slack,Director - Institutional Relationships;First Vice President - Investments,Davenport & Company LLC,pslack@investdavenport.com,,Salesforce
9625481,,Bryan Annecchino,,,bannecchino@discap.com,,List import
11069667,Inactive Investor,Jason Blum,,Cetera Financial Specialists LLC Sainte Genevieve MO 21450 Hwy 32,jason.blum@ceterafs.com,,Salesforce
251,,,,,13144905577@wo.cn,,
9580209,,Brent Grauberger,,,brent.grauberger@securitiesamerica.com,,List import
9545616,,Tom Komninos,,,tkomninos@gmail.com,,List import
11140827,Inactive Investor,Robert Bonner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy MA 1400 Hancock St",robert.bonner@ml.com,,Salesforce
11124629,Inactive Investor,Danielle Shea,,"Northwestern Mutual Investment Services, LLC Elkader IA 118 W Bridge St",danielle.shea@nm.com,,Salesforce
10601792,,Themba Magagula,,,themba.magagula@lpl.com,,Web Form Fillout
11023005,Inactive Investor,Jacob Hianik,Wealth Advisor,Chicago Partners Investment Group LLC,jake@chicagopartnersllc.com,,Salesforce
10794443,Inactive Investor,Debra Jans,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Bismarck ND 4007 State St,debra.jans@thrivent.com,,Salesforce
11116497,Inactive Investor,William Poats,,"Truist Investment Services, Inc. Lynchburg VA 810 Main St",wpoats@truist.com,,Salesforce
9620681,,Mike Kravitz,,,mike.kravitz@reside360.com,,List import
9565116,,Justin Atkinson,,,gators25689@outlook.com,,List import
191474,,TODD BENNETT,,[Unknown],toddbennett@gmail.com,,source
11016437,Inactive Investor,Nicholas Giorgio,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",nicholas.giorgio@wellsfargoadvisors.com,,Salesforce
10833048,Inactive Investor,James Woelfel,,"Northwestern Mutual Investment Services, LLC Appleton WI N9642 County Rd N",james.woelfel@nm.com,,Salesforce
10482380,,Brett Shaner,,,brett@imperialfamily.com,,Web Form Fillout
11068794,Inactive Investor,Athanasia Smith,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",athanasia_smith@ml.com,,Salesforce
1001618,Inactive Investor,Adam Kowalski,Senior Vice President,"WLD Enterprises, Inc",akowalski@southoceancapital.com, +1 954 331 0109,
11021485,Inactive Investor,Enrique Medina,,J.P. Morgan Securities LLC Plano TX 3041 W Parker Rd,enrique.medina@jpmorgan.com,,Salesforce
10858406,Inactive Investor,Kristy Tofuri,,Hilltop Securities Inc. Boston MA 54 Canal St,kristy.tofuri@hilltopsecurities.com,,Salesforce
10795286,Inactive Investor,Jerrett Weltens,Financial Advisor,LPL Financial LLC Bridgeport CT 850 Main St,jerrett.weltens@lpl.com,,Salesforce
11098615,Inactive Investor,Brook Delgado,Director,Robert W. Baird & Co. Incorporated Waunakee WI Private Residence,bbrindley@rwbaird.com,,Salesforce
9614016,,William Strong,,,wstrong@eschatonfunds.com,,List import
10489147,,Barry Stockdale,"Financial Advisor, Vice President","Ameriprise Financial Services, LLC Plano TX 5172 Village Creek Dr",barry.l.stockdale@ampf.com,817-360-0277,List Import
9568815,,Irmgard Aurilio,,,aurilioi@hotmail.com,,List import
10865727,Inactive Investor,Elizabeth Sloan,,"MML Investors Services, LLC Chattanooga TN 736 Georgia Ave",esloan@massmutual.com,,Salesforce
11141616,Inactive Investor,John Hinrichs,President,Celtic Capital Corporation Houston TX 4831 Tonawanda Dr,,,Salesforce
343427,,Alan Dobbie,Fund Manager,Rathbones,alan.dobbie@rathbones.com, -2366773,Manual List Upload
11161703,Inactive Investor,Brian Taylor,,"MML Investors Services, LLC Roswell NM 601 W 2nd St",briantaylor@financialguide.com,,Salesforce
10935944,Inactive Investor,Thomas Sweeney,Financial Advisor,Edward Jones Georgetown DE 10 W Pine St,thomas.sweeney@edwardjones.com,,Salesforce
10783922,Inactive Investor,Kathleen Qualy,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",kathy.qualy@nm.com,,Salesforce
11019904,Inactive Investor,Mitchell Swain,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11146668,Inactive Investor,Natalie Tambur Thompson,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,nat.tamburthompson@morganstanley.com,,Salesforce
11006281,Inactive Investor,Brian Rickert,,"Bankers Life Securities, Inc. Green Bay WI 2100 Riverside Dr",brian.rickert@bankerslife.com,,Salesforce
10859153,Inactive Investor,Cary Tucker,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",cary.tucker@rbc.com,,Salesforce
9545011,,Iisakki Pirila,,,iisakki.pirila@gmail.com,,List import
10658980,,Randall Coussens,,,randall.coussens@primerica.com,,List Import
10882617,Inactive Investor,Ranjit Puthran,,"Allstate Financial Services, LLC Carmel IN 718 Adams St",,,Salesforce
11089014,Inactive Investor,Randall Gear,,Stephens,rgear@stephens.com,,Salesforce
10961228,Inactive Investor,Jeffrey Klopfenstein,,Citigroup Global Markets Inc. Atlanta GA 2859 Paces Ferry Rd SE,,,Salesforce
10811936,Inactive Investor,Laurie Snively,Financial Advisor,SageSpring Wealth Partners,laurie.snively@sagespring.com,,Salesforce
10644203,,Matthew Wallace,,,matt.wallace@aon.com,,List Import
246289,,Not Provided,Consultant,Omni Admissions,emilyabackus@gmail.com,,Manual List Upload
9600744,,Angel Spillers,,,angelspillers@argi.net,,List import
11016317,Inactive Investor,Timothy Carroll,,Park Avenue Securities LLC King of Prussia PA 150 S Warner Rd,,,Salesforce
9566148,,William Hackler,,,will.hackler@ifpadvisor.com,,List import
10843926,Inactive Investor,Dena Soule,Chief Compliance Officer;Managing Partner,"Integrated Investment Consultants, LLC",ds@integratedic.com,,Salesforce
237549,, -,,[[Unknown]],mwfintech@gmail.com,,
11087230,Inactive Investor,Brian Johnson,Financial Advisor,LPL Financial LLC Hingham MA 350 Lincoln St,brian.johnson@lpl.com,,Salesforce
10953514,Inactive Investor,Jacob Routh,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,,,Salesforce
8589086,,Brent Woyat,,,bwoyat@gmail.com,,Web Form Fillout
9641131,,Marcus Wilson,,,marcuswilson@dynastyfinancialpartners.com,,List import
10937398,Inactive Investor,John Palmer,,"Manning & Napier Investor Services, Inc. Seattle WA 600 University St",jpalmer@manning-napier.com,,Salesforce
10823815,Inactive Investor,Trevor Daggers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Colorado Springs CO 90 S Cascade Ave",trevor.daggers@ml.com,,Salesforce
10874932,Inactive Investor,Kelly Akil,Financial Advisor,Edward Jones Paradise Valley AZ 6710 N Scottsdale Rd,kelly.akil@edwardjones.com,,Salesforce
9567532,,Michael Marse,,,mmarse@financialguide.com,,List import
10903111,Inactive Investor,Aparna Chandratre,,J.P. Morgan Securities LLC Potomac MD 11331 Seven Locks Rd,aparna.chandratre@jpmorgan.com,,Salesforce
10658994,,Kiran Paruchuru,,,kparuchuru@rwbaird.com,,List Import
11199001,Inactive Investor,Maxime Cauzot,,Citigroup Global Markets Inc.,maxime.cauzot@citigroup.com,,Salesforce
10810593,Inactive Investor,Gregory Hendrix,,"Northwestern Mutual Investment Services, LLC Dothan AL 2323 W Main St",greg.hendrix@nm.com,,Salesforce
9634320,,Chris Yiangou,,,chrisyiangou@gmail.com,,List import
10611293,,Alexander Fennell,Financial Advisor,,alexander.fennell@prudential.com,,List Import
11136243,Inactive Investor,Renee Yoder,,Edward Jones Goshen IN 103 Johnston St,,,Salesforce
10912916,Inactive Investor,Trent Dysert,Research Assistant,James Investment Research Inc,tdysert@jir-inc.com,,Salesforce
10794766,Inactive Investor,Jonathan Colantuoni,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,jonathan.colantuoni@fidelity.com,,Salesforce
11100983,Inactive Investor,Alicia Anderson,Associate Manager;Vice President,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",,,Salesforce
6965483,,Eman Miha,,,rana.hosan41258@gmail.com,,Web Form Fillout
9645252,,Ben Thompson,,,benthompson232@gmail.com,,List import
11060165,Inactive Investor,Christopher Alexander,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Middleton WI 8215 Greenway Blvd,christopher.l.alexander@morganstanley.com,,Salesforce
11006723,Inactive Investor,Garrett Stanley,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10858203,Inactive Investor,Ann Kirchner,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,ann.kirchner@thrivent.com,,Salesforce
10913260,Inactive Investor,Eric Johnson,Wealth Advisor,"Trilogy Capital, Inc. San Diego CA 12520 High Bluff Dr",eric.johnson@trilogyfs.com,,Salesforce
9604271,,PATRICK CORKER,,,pcorker@circle.com,,List import
9568513,,Joscelyn Cockburn,,,jcockburn@fscadvisor.com,,List import
10753155,Inactive Investor,Darlene Wilkie,Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 8270 College Pkwy",darlene.a.wilkie@ampf.com,,Salesforce
11168910,Inactive Investor,Judith Cecil,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",judith_cecil@ml.com,,Salesforce
11209963,Inactive Investor,Aubrey Pane,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11013904,Inactive Investor,Joshua Ibanez,,J.P. Morgan Securities LLC Corona CA 140 W Ontario Ave,joshua.ibanez@jpmorgan.com,,Salesforce
10767897,Inactive Investor,Lisa Schuhmacher,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",lisa.schuhmacher@wellsfargoadvisors.com,,Salesforce
10759944,Inactive Investor,Theresa Feigenbaum,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",theresa_feigenbaum@ml.com,,Salesforce
11179349,Inactive Investor,Michael Frontera,,"Cambridge Investment Research, Inc. Ballston Spa NY 2452 State Rte 9",,,Salesforce
11197888,Inactive Investor,Jason Gilbert,,"Northwestern Mutual Investment Services, LLC New Haven CT 555 Long Wharf Dr",,,Salesforce
10809684,Inactive Investor,Jose Araujo,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,jose.araujo@ubs.com,,Salesforce
9601237,,Sean Lawlor,,,bestresultspromotions@gmail.com,,List import
10808426,Inactive Investor,Ryan Goodson,Financial Advisor,"Wells Fargo Clearing Services, LLC West Des Moines IA 6400 Westown Pkwy",ryan.goodson@wellsfargoadvisors.com,,Salesforce
217086,,Frances Mohr MOHR,,[Unknown],1fancie@windstream.net,,medium
10783659,Inactive Investor,Mark Morris,,"ValMark Securities, Inc. Dayton OH 4489 Far Hills Ave",,,Salesforce
10807773,Inactive Investor,Charles Terrebonne,Financial Advisor,UBS Financial Services Inc. Baton Rouge LA 7150 Jefferson Hwy,chase.terrebonne@ubs.com,,Salesforce
9611650,,ruben ruiz,,,ruben.ruiz@tradition.com,,List import
9576419,,ARVIN TOLENTINO,,,bongtolentino71@gmail.com,,List import
10910864,Inactive Investor,Gustavo Uribe,,PFS Investments Inc. Visalia CA 2916 W Main St,gustavo.uribe@primerica.com,,Salesforce
10645624,,Ross Richards,,,ross.richards@morganstanley.com,,List Import
10816140,Inactive Investor,Matthew Bonica,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,matthew.bonica@fidelity.com,,Salesforce
10766772,Inactive Investor,Sarah Schmidt,,"Ameriprise Financial Services, LLC Scottsdale AZ 14274 N Northsight Blvd",sarah.l.schmidt@ampf.com,,Salesforce
10696601,,Imran Ullah,,,immyafridi24@gmail.com,,Web Form Fillout
11129260,Inactive Investor,Nicholas Salzman,,Evercore Group L.L.C.,nicholas.salzman@evercore.com,,Salesforce
236378,, -,,[[Unknown]],furai@foxmail.com,,Organic Search
10764027,Inactive Investor,Norman Mielziner,Financial Advisor;First Vice President,Janney Montgomery Scott LLC New Hope PA 6236 Lower York Rd,nmielziner@janney.com,,Salesforce
11032297,Inactive Investor,Joan Crouch,,"Osaic Wealth, Inc. Acton MT Private Residence",jfcrouch@osaicwealth.com,,Salesforce
11118672,Inactive Investor,Taylor Lionberger,,"OneAmerica Securities, Inc. Morrow OH Private Residence",,,Salesforce
11160409,Inactive Investor,Melissa May,,State Farm VP Management Corp. Bradenton FL 5246 E State Road 64,,,Salesforce
11017190,Inactive Investor,Brianna Lopez,,J.P. Morgan Securities LLC Sugar Land TX 18811 University Blvd,brianna.lopez@jpmorgan.com,,Salesforce
10644584,,Julie Karr,,,juliek@loopcap.com,,List Import
9645238,,Zane Whitener,,,zanewhitener@gmail.com,,List import
11206788,Inactive Investor,Cody Bartlett,Financial Advisor,LPL Financial LLC Conroe TX 2125 N Loop 336 W,cody.bartlett@lpl.com,,Salesforce
4278,,Conor O'Shea,,NA,conoroshea819@gmail.com,201-739-2807,
10810822,Inactive Investor,Michael Dempsey,Financial Planner,"The Financial Advisors, LLC",mdempsey@the-financial-advisors.com,,Salesforce
9561907,,Adam German,,,adam@rethinktokyo.com,,List import
10818690,Inactive Investor,Vicki Wiley,Financial Advisor;Vice President,"WesBanco Securities, Inc. Moundsville WV 910 Lafayette Ave",vwiley@wesbanco.com,,Salesforce
10782677,Inactive Investor,Frank Garruzzo,Financial Advisor;Senior Vice President,Morgan Stanley Sea Girt NJ 2150 Hwy 35,frank.garruzzo@morganstanley.com,,Salesforce
1003181,Inactive Investor,Alon Goren,,Goren Holm Ventures,a@gorenholm.com,805-300-4197,3rd Party Lead Gen
10924964,Inactive Investor,Christian Bustamante,,"Osaic Wealth, Inc. Kapolei HI Private Residence",,,Salesforce
11026927,Inactive Investor,James Vukovich,,PNC Investments Idyllwild CA 54355 Ridge View Dr,james.vukovich@pnc.com,,Salesforce
9603713,,Karel Sobota,,,ksobota@protonmail.ch,,List import
11097169,Inactive Investor,Seth Buchwald,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10605910,,Christopher Klaber,,,cklaber1@outlook.com,,Web Form Fillout
11040590,Inactive Investor,Maria Recto,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Salt Lake City UT 222 S Main St,mrecto@rwbaird.com,,Salesforce
11051492,Inactive Investor,Blain Heckaman,Chief Executive Officer;Vice President,"Kaufman Rossin Wealth, LLC Miami FL 2699 S Bayshore Dr",,,Salesforce
11131913,Inactive Investor,Howard Hebert,Co-Founder Emeritus,Hebert Advisory Services Inc Golden CO 1501 Washington Ave,,,Salesforce
11103673,Inactive Investor,Jeanne Wight,,"Raymond James & Associates, Inc.",jeanne.wight@raymondjames.com,,Salesforce
11164297,Inactive Investor,Kelsey Irwin,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",kelsey.irwin@ml.com,,Salesforce
11012266,Inactive Investor,Colton Zirk,,PFS Investments Inc. Tempe AZ 2245 W University Dr,czirk@primerica.com,,Salesforce
9624436,,Franck Cushner,,,fcushner@tamgmt.com,,List import
10938220,Inactive Investor,Stephen McDermott,Financial Planner,"Osaic FA, Inc. Wilmington DE 2036 Foulk Rd",stephen.mcdermott@lfg.com,,Salesforce
11100864,Inactive Investor,Brian Sauers,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
10993866,Inactive Investor,Yanet Nazco,,PFS Investments Inc. Miami FL 7955 NW 12th St,ynazco@primerica.com,,Salesforce
9634994,,HaNa Park,,,hpark@tninvestors.com,,List import
11148273,Inactive Investor,Suzanne Ford,Director,"Raymond James & Associates, Inc. Marion IA Private Residence",suzanne.ford@raymondjames.com,,Salesforce
10811456,Inactive Investor,Yamila Cruz,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",,,Salesforce
202138,,SUSIE IM,,LK,susieim@naver.com,8.21056E+11,
351826,,Grace Kay,"Director, Human Resources",Raine Capital Llc,gkay@raine.com,212-603-5500,Manual List Upload
9551129,,Fengxiao Yuan,,,yuanding6355@gmail.com,,List import
11154329,Inactive Investor,Adam Temple,,PFS Investments Inc. Orange Park FL 2105 Park Ave,adam.temple@primerica.com,,Salesforce
11091002,Inactive Investor,Quinn Moser,Family Wealth Advisor,"Osaic Wealth, Inc. Roanoke TX 300 Main St",,,Salesforce
11022144,Inactive Investor,Laray Cash,Investment Associate,Key Investment Services LLC,laray.cash@key.com,,Salesforce
9546217,,Xiaowei QIAN,,,barakawei@me.com,,List import
9562402,,Malcolm Hatcher,,,malcolm@clearmarkets.io,,List import
10954043,Inactive Investor,Conor Manning,,Fidelity Brokerage Services LLC,conor.manning@fmr.com,,Salesforce
10888234,Inactive Investor,Timothy Hawkins,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,timothy.j.hawkins@jpmorgan.com,,Salesforce
337546,,Mark Izlar,Associate,"Centeroak Adviser, L.p.",mizlar@centeroakpartners.com,214-301-4201,Manual List Upload
11156471,Inactive Investor,Mary Whetstine,Director - Compliance,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",mary.whetstine@nm.com,,Salesforce
11201508,Inactive Investor,Kyle Wilson,,J.P. Morgan Securities LLC Indianapolis IN 5635 N Illinois St,kyle.wilson@jpmorgan.com,,Salesforce
10900352,Inactive Investor,Christian Cabrera,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
10659290,,Elias Kuhns,,,ekuhns@williamblair.com,,List Import
10696439,,Alex Long,,"Pontera Solutions, Inc.",alexl@pontera.com,,List Import
9583791,,Christi Holder,,,gypsiconsulting@gmail.com,,List import
151676,,Chawalit Kittrakulrat,,[Unknown],sernwefa@gmail.com,,
11000083,Inactive Investor,Catherine Pitts,Partner;Wealth Advisor,Corient Menlo Park CA 1550 El Camino Real,catherine.pitts@corient.com,,Salesforce
11067801,Inactive Investor,Kathleen Malakoff,,LPL Financial LLC Danville CA 809 Podva Rd,kathleen.malakoff@lpl.com,,Salesforce
10808396,Inactive Investor,Cairo Rivera,Retirement Planning Specialist,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",cairo.rivera@equitable.com,,Salesforce
96940,,Lisa Dieter,Managing Member And Chief Compliance Officer,"Emberhouse, Llc",lisa@emberhouse.com,312-586-1106,Manual List Upload
11168355,Inactive Investor,Kenneth Farley,Vice President,Morgan Stanley New York NY 399 Park Ave,kenneth.farley@morganstanley.com,,Salesforce
10930488,Inactive Investor,Stephen Minihan,Financial Advisor,United Planners' Financial Services of America A Limited Partner Westlake Village CA 890 Hampshire Rd,,,Salesforce
10759931,Inactive Investor,Mark Sikorski,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. El Segundo CA 2121 Rosecrans Ave,mark.sikorski@ubs.com,,Salesforce
10808012,Inactive Investor,Andy Tran,Financial Advisor,"Ameriprise Financial Services, LLC Grand Rapids MI 4362 Cascade Rd SE",anh.n.tran@ampf.com,,Salesforce
11033978,Inactive Investor,Shane Gilbert,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",shane.gilbert@equitable.com,,Salesforce
10755539,Inactive Investor,Alyson Reeves,Wealth Management Analyst,Morgan Stanley New York NY 55 E 52nd St,alyson.reeves@morganstanleypwm.com,,Salesforce
11116047,Inactive Investor,Austin Parkinson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,austin.parkinson@fmr.com,,Salesforce
11022130,Inactive Investor,Stephen Russell,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",,,Salesforce
211007,,Catherine Corona,,United States,c.corona@comcast.net,,source
10939107,Inactive Investor,Chong-Hye Yang,,State Farm VP Management Corp. Centreville VA 13890 Braddock Rd,chong-hyeyang@statefarm.com,,Salesforce
11106689,Inactive Investor,David Vangorder,,PFS Investments Inc. Canandaigua NY 559 S Main St,david.vangorder@primerica.com,,Salesforce
10938966,Inactive Investor,Trenton Howard,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,,,Salesforce
10870784,Inactive Investor,Paul Przewozniak,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,paul.przewozniak@fmr.com,,Salesforce
9607552,,Eric Toole,,,eric_toole@yahoo.com,,List import
9627773,,Norah Beers,,,norahbeers@gmail.com,,List import
11049170,Inactive Investor,Robert Fowler,,"J.W. Cole Financial, Inc. Chatham NJ 1 Main St",,,Salesforce
9612379,,Nicholas Latko,,,nlatko@clearperspectiveadvisors.com,,List import
10773502,Inactive Investor,Keith Airey,,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
11048294,Inactive Investor,Austin Ritter,Assistant Vice President;Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",austin.ritter@ml.com,,Salesforce
10810615,Inactive Investor,Todd Kingsley,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Washington DC 801 17th St NW",todd.kingsley@raymondjames.com,,Salesforce
11163696,Inactive Investor,Carson Childers,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",carson.childers@ml.com,,Salesforce
11205591,Inactive Investor,Rosalin Schiller,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indian Wells CA 74800 US Hwy 111",rosalin.schiller@ml.com,,Salesforce
11156803,Inactive Investor,Kevin Hamming,,LPL Financial LLC Sterling Heights MI 43370 Mound Rd,kevin.hamming@lpl.com,,Salesforce
10931681,Inactive Investor,Michael Cooperman,Vice President,Morgan Stanley New York NY 1 New York Plz,michael.cooperman@morganstanley.com,,Salesforce
11097726,Inactive Investor,Matthew Stevens,,"Avantax Investment Services, Inc. Melville NY 324 S Service Rd",,,Salesforce
11199228,Inactive Investor,Odaro Aigbedion,,J.P. Morgan Securities LLC Houston TX 12802 Memorial Dr,odaro.g.aigbedion@jpmorgan.com,,Salesforce
11098069,Inactive Investor,Larry Kauffman,,"Parkland Securities, LLC Hot Springs AR Private Residence",,,Salesforce
9616013,,Bruno Silva,,,brunoboy.fernandes@gmail.com,,List import
10925994,Inactive Investor,Dan O'Heron,Financial Advisor,Edward Jones South Milwaukee WI 2315 10th Ave,,,Salesforce
10661581,,Cari Zalesiak,,,czalesiak@innovatoretfs.com,,List Import
11118626,Inactive Investor,James Lee,Financial Advisor,LPL Financial LLC Denver CO 2960 Simms St,james.b.lee@lpl.com,,Salesforce
9559986,,Thomas Bongiorni,,,tbongiorni@financialguide.com,,List import
11128015,Inactive Investor,Brigette Murphy,,"Farmers Financial Solutions, LLC Franklin OH 8401 Claude Thomas Rd",bmurphy6@farmersagent.com,,Salesforce
9629484,,Calin Marchis,,,cvmarchis@gmail.com,,List import
332738,,Ali fathi,,TBD,tut31@gmx.ch,0041788077924,
10887805,Inactive Investor,Joel Mittelman,Chief Compliance Officer;Chief Investment Officer;Managing Member,Mittelman Wealth Management Andover MA 4 Punchard Ave,joel@mwmfamilyoffice.com,,Salesforce
54645,,Marc Becker,"Managing Member, CEO","Wiser Financial Coaching, Llc",becker@wiserfinancial.com,919-477-3355,
11089501,Inactive Investor,David Rosell,,"ValMark Securities, Inc. Bend OR 550 NW Franklin Ave",,,Salesforce
11105640,Inactive Investor,Jennifer Walsh Jere,,"Empower Financial Services, Inc Amsterdam MO Private Residence",jennifer.walsh-jere@empower.com,,Salesforce
10837551,Inactive Investor,John Eisele,Financial Advisor,LPL Financial LLC Norristown PA 224 Lincoln Ter,john.eisele@lpl.com,,Salesforce
11203797,Inactive Investor,William Witherow,,"Thoroughbred Financial Services, LLC Columbia TN 1517 Hatcher Ln",wwitherow@thoroughbredfinancial.com,,Salesforce
11002253,Inactive Investor,Lisbel Rosario,District Leader,PFS Investments Inc. Peekskill NY 8 John Walsh Blvd,lrosario@primerica.com,,Salesforce
10789013,Inactive Investor,Bruce Weinstein,,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",bruce.weinstein@equitable.com,,Salesforce
11138306,Inactive Investor,Elizabeth Kaplan,Chief Compliance Officer;Director,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,ekaplan@rwbaird.com,,Salesforce
10948879,Inactive Investor,Ashaben Patel,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Williston Park NY 138 Hillside Ave,asha.j.patel@jpmorgan.com,,Salesforce
10821815,Inactive Investor,Kristy Visconti,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",kristy.l.visconti@ml.com,,Salesforce
11068456,Inactive Investor,Garret Benson,Financial Advisor,"MML Investors Services, LLC Little Rock AR 10801 Executive Center Dr",,,Salesforce
11036881,Inactive Investor,Kaori Kinoshita,,PFS Investments Inc. Torrance CA 970 W 190th St,kaori.kinoshita@primerica.com,,Salesforce
10869177,Inactive Investor,Sebastian Banchs,Investment Advisor Representative,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10977117,Inactive Investor,Samuel Kinne,Senior Family Advisor,"Sunesis Advisors, LLC",skinne@sunesisadvisors.com,,Salesforce
10991549,Inactive Investor,Jenny Huang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",jenny.huang@globalinkusa.com,,Salesforce
10780233,Inactive Investor,Julie Lambert,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",julie.lambert@schwab.com,,Salesforce
11090731,Inactive Investor,Thomas Murphy,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,thomas.a.murphy@ubs.com,,Salesforce
11156253,Inactive Investor,Thomas Hart,Financial Advisor,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",scott.hart@equitable.com,,Salesforce
11190135,Inactive Investor,Noah Labelle,,LPL Financial LLC Lexington MA 33 Bedford St,noah.labelle@lpl.com,,Salesforce
10972498,Inactive Investor,Kathryn Richwine,Chief Operating Officer;Investment Consultant,"Cornerstone Management, Inc.",kathryn@cornerstonemgt.net,,Salesforce
10769042,Inactive Investor,Brian Robison,,"Wells Fargo Clearing Services, LLC Ogden UT 4301 Harrison Blvd",brian.l.robison@wellsfargo.com,,Salesforce
10813536,Inactive Investor,John Williamson,,"Next Financial Group, Inc. Virginia Beach VA 2809 S Lynnhaven Rd",,,Salesforce
10981254,Inactive Investor,Tanner Cavaille,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,,,Salesforce
11234375,Inactive Investor,Crismairy Gonzalez Rojas,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
9604265,,MATTHIAS HAUSER,,,matthias.hauser@barclays.com,,List import
9579209,,David Kudla,,,david@mainstaycapital.com,,List import
10972538,Inactive Investor,Lindsey Miles,,"Kestra Investment Services, LLC Louisville KY 6500 Glenridge Park Pl",,,Salesforce
10922206,Inactive Investor,Joseph Good,,State Farm VP Management Corp. Warrensburg MO 103 Ave Young Ave,,,Salesforce
11058383,Inactive Investor,Dushyant Ailani,,Jefferies LLC,dailani@jefferies.com,,Salesforce
10772418,Inactive Investor,Robert Hoffman,Financial Advisor;Vice President,Morgan Stanley Santa Fe NM 150 Washington Ave,robert.hoffman@morganstanley.com,,Salesforce
11185366,Inactive Investor,Donna Jordan,Senior Lead Advisor,OneAscent Wealth Management Pensacola FL 625 E Romana St,donna.jordan@oneascent.com,,Salesforce
348731,,Tracey Richardson,Financial Advisor,"VALIC Financial Advisors, Inc.",tracey.richardson@valic.com,314-439-4850,
11198522,Inactive Investor,Michael Marcantonio,,Citigroup Global Markets Inc.,michael.marcantonio@citi.com,,Salesforce
11097895,Inactive Investor,Derek Swedberg,Chief Compliance Officer;Executive Chairman;Managing Member;President;Principal,"PACK Private Wealth, LLC",derek@packpw.com,,Salesforce
9641431,,?? ???,,,kms355400@gmail.com,,List import
11057052,Inactive Investor,Kyle Hill,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder,"Hill-Top Financial Planning, LLC",kyle@hilltopfp.com,,Salesforce
10816166,Inactive Investor,Glenn Shapiro,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,glenn.shapiro@morganstanley.com,,Salesforce
9575015,,Edward Wood,,,ewood@massmutual.com,,List import
10984786,Inactive Investor,John McMahon,,Cetera Investment Services LLC Fort Wayne IN 855 Webster St,,,Salesforce
10921818,Inactive Investor,Mark Johnson,Managing Partner,Dogwood Investment Advisors,mcjohnson@dogwood-investments.com,,Salesforce
10884143,Inactive Investor,Maritza Rogers,Financial Planner,"Osaic FA, Inc. San Mateo CA 1510 Fashion Island Blvd",maritza.lugo@lfg.com,,Salesforce
10819765,Inactive Investor,Salman Lakhani,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11208821,Inactive Investor,Sally Putnam,Financial Advisor,The AmeriFlex Group Chandler AZ 2450 S Gilbert Rd,,,Salesforce
10813020,Inactive Investor,Fred Sherrill,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",fred.sherrill@rbc.com,,Salesforce
11029225,Inactive Investor,Andrew Dupont,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,andrew_dupont@vanguard.com,,Salesforce
10883967,Inactive Investor,Nathan Carvalho,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,nathan.carvalho@fidelity.com,,Salesforce
11018193,Inactive Investor,William Kendall,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",will.kendall@ml.com,,Salesforce
9587263,,Stephen Maschi,,,nycstevem@aol.com,,List import
195154,,William Falk,,Creative Planning,william.falk@thinkingbeyond.com,913-664-0384,
10879939,Inactive Investor,Carmen Ramirez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,carmen.ramirez@fidelity.com,,Salesforce
10980162,Inactive Investor,Jake Richard,,"Osaic Wealth, Inc. Lafayette LA 1318 Camellia Blvd",,,Salesforce
10784792,Inactive Investor,Michael Bitticks,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",michael.bitticks@schwab.com,,Salesforce
9598386,,Michael Willman,,,mike@blueskyinvestments.net,,List import
11021554,Inactive Investor,Dung Le,,J.P. Morgan Securities LLC Hayward CA 24333 Southland Dr,dung.le@jpmorgan.com,,Salesforce
11171260,Inactive Investor,Kevin Lentini,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Scottsdale AZ 15333 N Pima Rd",kevin.lentini@ampf.com,,Salesforce
11110402,Inactive Investor,Robert Ignagni,Managing Member,"Strategic Financial, LLC",robert@strategicfinancialadv.com,,Salesforce
184047,,pavel lysenko,,[Unknown],kazanunda@hotmail.com,,Direct
10866238,Inactive Investor,Andrew Macken,Advisor;Managing Director,Baldwin Brothers LLC,amacken@baldwinbrothersinc.com,,Salesforce
11169696,Inactive Investor,Matthew Anghinetti,,Fidelity Brokerage Services LLC,,,Salesforce
11074593,Inactive Investor,Cory Leckie,,LPL Financial LLC Corona CA 391 N Main St,cory.leckie@lpl.com,,Salesforce
10815315,Inactive Investor,Christopher Medley,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,cmedley@rwbaird.com,,Salesforce
11157461,Inactive Investor,Michael Persinski,Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",michael.persinski@ml.com,,Salesforce
11003541,Inactive Investor,Dennis Birkley,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",dennis.birkley@nm.com,,Salesforce
11070741,Inactive Investor,Scott Schiavone,,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",scott.schiavone@nm.com,,Salesforce
10645948,,Nilam Patel,,,nvpatel@ft.newyorklife.com,,List Import
10795793,Inactive Investor,John Holst,Senior Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",john_holst@ml.com,,Salesforce
11076799,Inactive Investor,Thomas Batcha,Investment Analyst,Johnson Financial Group LLC,,,Salesforce
10945735,Inactive Investor,Theresa Krupka,,Lincoln Investment Frisco TX 6136 Frisco Square Blvd,tkrupka@lincolninvestment.com,,Salesforce
10812439,Inactive Investor,Eric Levens,Financial Professional,"Pruco Securities, LLC. Riverdale NJ 8 N Corporate Dr",eric.levens@prudential.com,,Salesforce
117493,,Jeffrey Deiss,"Director - Wealth Planning, Investment Advisor","Advisors Capital Management, LLC",jeff.deiss@advisorscenter.com,973-285-1000,
11108925,Inactive Investor,Peter Finn,Financial Advisor;Owner,Finn Wealth Management LLC,peter@finnwm.com,,Salesforce
10658906,,Lynn Snedden,,,lynn.pekkarinen@lpl.com,,List Import
10877245,Inactive Investor,Yotam Yakir,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11166650,Inactive Investor,Howard Shuldiner,Financial Advisor,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",howard.shuldiner@prudential.com,,Salesforce
11087432,Inactive Investor,Elbert Griggs,Financial Advisor,LPL Financial LLC Englewood CO 400 Inverness Pkwy,clark.griggs@lpl.com,,Salesforce
10998278,Inactive Investor,Patricia Reynolds,,The Huntington Investment Company Akron OH 2700 W Market St,patricia.reynolds@huntington.com,,Salesforce
9549852,,Dina Tsarapkina,,,tsarapkina@gmail.com,,List import
10662003,,Sharon Kieffer,,,skieffer@2xpartners.com,,List Import
10906261,Inactive Investor,Bryan King,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,bryan.king@fidelity.com,,Salesforce
11062233,Inactive Investor,David Klinginsmith,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",david_klinginsmith@ml.com,,Salesforce
9632131,,Keith Fuetsch,,,keith.fuetsch@rbc.com,,List import
9569347,,Martin Sigwald,,,msigwald@gmail.com,,List import
231063,,Priscilla miranda -,,Priscilla miranda [[Unknown]],pjmedrano87@gmail.com,,Direct
10983556,Inactive Investor,Marissa Halchak,,Mutual of America Securities LLC Nashville TN 555 Marriott Dr,marissa.halchak@mutualofamerica.com,,Salesforce
11155137,Inactive Investor,Mary Neil,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10765068,Inactive Investor,John Cox,Financial Advisor,Edward Jones Vandalia OH 211 Kenbrook Dr,john.cox@edwardjones.com,,Salesforce
9590997,,Lauren Prendiville,,,lauren.prendiville@firststate.com.sg,,List import
11059861,Inactive Investor,Clinton Brown,Financial Advisor,Trek Financial Redlands CA 222 E Olive Ave,clinton@trekfinancial.com,,Salesforce
11172105,Inactive Investor,David Crespi,,Vanguard Marketing Corporation,david_crespi@vanguard.com,,Salesforce
9589980,,Christopher Jordan,,,cjordan@lexcowealth.com,,List import
10928048,Inactive Investor,Joao Gomes,,"Osaic Wealth, Inc. Shelton CT 1000 Bridgeport Ave",,,Salesforce
7044802,,san ta,,,taxaxa3151@proexbol.com,,Web Form Fillout
11151260,Inactive Investor,Kenneth Hummel,,"Northwestern Mutual Investment Services, LLC Lapeer MI 800 West St",kenneth.hummel@nm.com,,Salesforce
10807248,Inactive Investor,Kris Welborn,Financial Advisor,"Wells Fargo Clearing Services, LLC Topeka KS 2445 SW Wanamaker Rd",kris.welborn@wellsfargoadvisors.com,,Salesforce
11231394,Inactive Investor,Jacob Mercer,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
10613155,,Craig Scheidt,"Senior International Financial Advisor, Vice President",,craig_scheidt@ml.com,,List Import
11025708,Inactive Investor,Kalen Pokley,,"Paradigm Equities, Inc.",kalen@meafs.com,,Salesforce
10508229,,Hans Abate,,EFG Asset Management,hans.abate@efgam.com,,List Import
80452,,Brian Heipp,Financial Associate,Thrivent Investment Management Inc.,brian.heipp@thrivent.com,863-712-5705,
343026,,Tuan Tran,Partner,"Amberjack Capital Partners, L.p.",tuan@intervalecapital.com,281-605-3900,Manual List Upload
9628630,,Thomas Green,,,tsgreen@protonmail.com,,List import
10912308,Inactive Investor,Ross Irmer,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,ross.irmer@fmr.com,,Salesforce
11018630,Inactive Investor,Miguel Adan,,J.P. Morgan Securities LLC Los Angeles CA 6161 W Pico Blvd,miguel.adan@jpmorgan.com,,Salesforce
10619884,,Christian Habitz,,,christian.habitz@theinvictuscollective.com,,List Import
11044986,Inactive Investor,James Burr,Financial Advisor,Lincoln Investment Wayne NJ Private Residence,jburr@lincolninvestment.com,,Salesforce
10797500,Inactive Investor,Jeffrey Ellson,,"Raymond James Financial Services, Inc. Tulsa OK 10051 S Yale Ave",jeff.ellson@raymondjames.com,,Salesforce
11202304,Inactive Investor,Matthew Sweezea,Regional Vice President,PFS Investments Inc. Richland WA 1321 Columbia Park Trl,ronald.sweezea@primerica.com,,Salesforce
10935112,Inactive Investor,Stephen Chomanics,,PFS Investments Inc. Irwin PA 11599 Pkwy Dr,schomanics@primerica.com,,Salesforce
216139,,James Vonderwerth,Advisor,VFS,jamminjimmyv@yahoo.com,,Event
11220928,,Carrie Pedecine,,,carrie.larson@ubs.com,,List Import
11090443,Inactive Investor,Richard Goehring,,Stonex Securities Inc. Pittsburgh PA 153 Thousand Oaks Dr,richard.goehring@saswealth.com,,Salesforce
10616576,,Nanette Gutierrez,,,nanette.campos@primerica.com,,List Import
9566829,,louis amara,,,louis3063@gmail.com,,List import
9570405,,Paul Zimbardo,,,paul.zimbardo@citadel.com,,List import
10927310,Inactive Investor,Nicholas Denning,,Fidelity Brokerage Services LLC,,,Salesforce
10798719,Inactive Investor,Scott Holden,Financial Professional;Investment Advisor Representative,"Osaic Wealth, Inc. Concord MA 2352 Main St",,,Salesforce
9604681,,Sunny Singh,,,sunnyabbott7900@gmail.com,,List import
11018529,Inactive Investor,Melanie Ross,Vice President;Wealth Advisor,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",mross@sequoia-financial.com,,Salesforce
11048525,Inactive Investor,Richard Horn,Managing Director - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,dale.horn@ubs.com,,Salesforce
9564707,,Donald Schellhammer,,,don@ncfa-advisors.com,,List import
11213219,Inactive Investor,Lindsay Fowler,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10866604,Inactive Investor,Seth Waller,Owner;President,Falcon Financial,seth@falconinvesting.com,,Salesforce
11226461,Inactive Investor,Donald Tan,Trader,Agricultural Bank of China,donaldtan@abchinausa.com,,Salesforce
9542551,,Ahmadreza Tavasolo,,,ahmadreza.tavasoli@gmail.com,,List import
10815791,Inactive Investor,Elizabeth Cumming,,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,elizabeth.cumming@primerica.com,,Salesforce
9544435,,Teresa Wasvick,,,teresa.wasvick@alerus.com,,List import
11084885,Inactive Investor,Timothy Grantham,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Oklahoma City OK 6301 Waterford Blvd",tim.grantham@rbc.com,,Salesforce
334358,,Judith Mcgee,,Mercer Global Advisors Inc.,jmcgee@merceradvisors.com,,
9552299,,Reid McIntyre,,,reid@financialmountainonline.com,,List import
10784199,Inactive Investor,Martin Blumenthal,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,martin.blumenthal@ubs.com,,Salesforce
11157454,Inactive Investor,Donna Luna De La Fuente,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",,,Salesforce
11137043,Inactive Investor,Amy Williams,Financial Advisor,Edward Jones Merton WI W282N7162 Main St,,,Salesforce
10850663,Inactive Investor,Randall Mercado,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10966829,Inactive Investor,Ilia Al Djindil,Chief Executive Officer,Alpha Mode Capital LLC,aldjindil@alphamodecapital.com,,Salesforce
10799987,Inactive Investor,Todd Geller,Managing Director,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",todd.geller@ampf.com,,Salesforce
11000698,Inactive Investor,Gilbert Gallahar,Financial Planner,"Pruco Securities, LLC. Scottsdale AZ 16260 N 71st St",gilbert.gallahar@prudential.com,,Salesforce
10509874,,Alex Pettee,Portfolio Manager,"Pettee Investors, Inc",alex.pettee@petteeinvestors.com,,List Import
340152,,Gorman Ryan,,[Unknown],ryan@valkrieinvest.com,,Event
342880,,Richard Hartley,Registered Representative,"Continental Investors Services, Inc.",rhartley@cisinvest.com,360-423-5110,Manual List Upload
9633092,,William Symons,,,wsymons@eurekafinancialplanners.com,,List import
10796138,Inactive Investor,Tomolyn Harris,,"Cambridge Investment Research, Inc. Crofton MD Private Residence",,,Salesforce
10808387,Inactive Investor,Christine Smith,,"RBC Capital Markets, LLC San Francisco CA 345 California St",christine.smith@rbccm.com,,Salesforce
10802476,Inactive Investor,Gregory Collins,Assistant Vice President;Corporate Retirement Director;Financial Advisor;Portfolio Manager,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,gregory.g.collins@morganstanley.com,,Salesforce
10839176,Inactive Investor,Laura Delmolino,Financial Advisor,St. Germain Investment Management Springfield MA 1500 Main St,ldelmolino@stgermaininvestments.com,,Salesforce
10847346,Inactive Investor,Paige Sarrels,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,paige.sarrels@fmr.com,,Salesforce
821,,,,,fredlee@250-okay.com,,
10832483,Inactive Investor,Scott Olsson,,Wedbush Securities Inc. Grand Rapids MI 1011 Fulton St E,scott.olsson@wedbush.com,,Salesforce
11044308,Inactive Investor,Shannon Payne,,J.P. Morgan Securities LLC Houston TX 600 Travis St,shannon.payne@jpmorgan.com,,Salesforce
10830907,Inactive Investor,Michael Carson,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Spartanburg SC 135 N Church St,ccarson@janney.com,,Salesforce
11085472,Inactive Investor,Shane Bueno,Financial Advisor,LPL Financial LLC Spring TX PO Box 2823,shane.bueno@lpl.com,,Salesforce
10822857,Inactive Investor,Jessi Yzaguirre,Branch Support Manager;Registered Client Associate;Senior Brokerage Consultant,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",jessi.yzaguirre@wellsfargoadvisors.com,,Salesforce
10971614,Inactive Investor,Gregory Reo,,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",gregory.reo@valic.com,,Salesforce
10799175,Inactive Investor,Rosamond Carlson,Shareholder,Carlson Investments,,,Salesforce
11027182,Inactive Investor,Howard Ashlock,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Park City UT 1389 Center Dr",,,Salesforce
341598,,Anthony Bates,Associate,"Ibn Financial Services, Inc",batesy113@hotmail.com,315-652-4426,Manual List Upload
10889156,Inactive Investor,Shawn Harper,Relationship Banker;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Charlottesville VA 1420 Rolkin Ct",shawn.harper@wfadvisors.com,,Salesforce
9572703,,Michael McDonough,,,mmcdonough@blackwellscap.com,,List import
11044326,Inactive Investor,Tamara Freer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10980882,Inactive Investor,Hallie Dena,Wealth Advisor,"Trilogy Capital, Inc. Huntington Beach CA 17011 Beach Blvd",hallie.dena@trilogyfs.com,,Salesforce
11152809,Inactive Investor,Peter Vescovi,,Cetera Financial Specialists LLC Cheshire CT 345 Highland Ave,,,Salesforce
10802122,Inactive Investor,Gregory Maynard,,"Osaic Wealth, Inc. San Diego CA 3131 Camino del Rio N",gmaynard@royalaa.com,,Salesforce
10860852,Inactive Investor,Nicholas Perini,Chief Compliance Officer;Corporate Secretary;Vice President,Beese Fulmer Private Wealth Management,nperini@beesefulmer.com,,Salesforce
10952445,Inactive Investor,Marcus Robinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",,,Salesforce
11141404,Inactive Investor,Kathy Stewart,Chief Compliance Officer;Managing Member;President,"Kurtin Financial Advisers, LLC",kks@kurtinfinancial.com,,Salesforce
10895981,Inactive Investor,Nathan Sillyman,,Fidelity Brokerage Services LLC Phoenix AZ 3240 E Camelback Rd,,,Salesforce
10863910,Inactive Investor,Gary Martin,,"VALIC Financial Advisors, Inc. Little Rock AR Private Residence",gary.martin@valic.com,,Salesforce
9618504,,Michael Cirami,,,mcirami@eatonvance.com,,List import
9602670,,John Zakerski,,,john.zakerski@lpl.com,,List import
10865709,Inactive Investor,John Sulyma,Financial Advisor,LPL Financial LLC Warwick RI Private Residence,john.sulyma@lpl.com,,Salesforce
9563551,,Martin Fernando Prieto Herbas,,,martinprietoherbas@gmail.com,,List import
11174709,Inactive Investor,Lauren Carter,Senior Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11220889,,Nicholas Pon,,,nicholas.pon@wellsfargoadvisors.com,,List Import
10834736,Inactive Investor,Foti Kanos,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",chrys.kanos@nm.com,,Salesforce
11013524,Inactive Investor,Ethan Samuels,,Park Avenue Securities LLC Irvine CA 2875 Michelle,ethan_samuels@glic.com,,Salesforce
11086069,Inactive Investor,Brenden Coyne,Financial Advisor,Edward Jones Metairie LA 749 Aurora Ave,brenden.coyne@edwardjones.com,,Salesforce
11113421,Inactive Investor,Jon Schafer,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Plymouth MI 340 N Main St",jschafer@ampf.com,,Salesforce
10911890,Inactive Investor,Chad Conner,Financial Professional,LPL Financial LLC Roanoke VA 2650 Electric Rd,chad.conner@lpl.com,,Salesforce
11062267,Inactive Investor,Thomas Raymond,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",,,Salesforce
10944821,Inactive Investor,Carey Droznek,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 2945 Banksville Rd",carey.droznek@nm.com,,Salesforce
11179711,Inactive Investor,Marty Dobbins,Financial Advisor,Edward Jones Rogersville TN 420 Park Blvd,marty.dobbins@edwardjones.com,,Salesforce
9612662,,Douglas Laskowski,,,dlaskows@allstate.com,,List import
9555936,,Devin Sumaoang,,,d.sumaoang@comcast.net,,List import
10843444,Inactive Investor,David Weimer,,"Raymond James Financial Services, Inc. Glenwood Springs CO 5317 County Road 154",dave.weimer@raymondjames.com,,Salesforce
10996229,Inactive Investor,Simon Lee,,J.P. Morgan Securities LLC Redondo Beach CA 1600 S Pacific Coast Hwy,simon.lee@jpmorgan.com,,Salesforce
9569959,,David Miller,,,dmiller@elliottmgmt.com,,List import
10488437,,Shawn Riely,"Director, Manager","Westmount Realty Advisors, LLC",sriely@westmountrc.com,,List Import
11060783,Inactive Investor,Rebekah Marshall,,Key Investment Services LLC Colville WA 211 S Main St,rebekah.marshall@key.com,,Salesforce
10785165,Inactive Investor,James Anderson,Financial Advisor,Edward Jones Mineola TX 1135 W Loop 564,leon.anderson@edwardjones.com,,Salesforce
10833184,Inactive Investor,Scott Jower,Financial Advisor,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,scott.jower@ubs.com,,Salesforce
10611898,,Karl Anderson,"Financial Advisor, Financial Planning Specialist, Senior Portfolio Manager, Vice President",,karl.m.anderson@morganstanley.com,,List Import
9597710,,Cliff Mead,,,cliff@bakerfinancial.net,,List import
10884655,Inactive Investor,Sheila Dalton,,SECU Brokerage Services Gastonia NC 2709 Union Rd,sheila.dalton@ncsecu.org,,Salesforce
11233226,Inactive Investor,Rodolfo Escamilla Guardiola,,J.P. Morgan Securities LLC Mesa AZ 1761 W Baseline Rd,,,Salesforce
10944720,Inactive Investor,Kevin Pierron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",kevin.pierron@ml.com,,Salesforce
11121786,Inactive Investor,Carl Lok,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",carl.lok@schwab.com,,Salesforce
10827668,Inactive Investor,Thomas Turner,,LPL Financial LLC Vienna VA 231 Maple Ave E,thomas.turner@lpl.com,,Salesforce
11196195,Inactive Investor,Frank Peard,Senior Vice President - Wealth Management,UBS Financial Services Inc. Villa Park IL 1 Tower Ln,frank.peard@ubs.com,,Salesforce
10939681,Inactive Investor,Jordan Franke,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,jordan.franke.fyf6@statefarm.com,,Salesforce
11186354,Inactive Investor,Brandon Hauck,Regional Director,"Principal Securities, Inc. Costa Mesa CA Private Residence",,,Salesforce
10956048,Inactive Investor,Lawrence Epperly,Director - Portfolio Management;Portfolio Manager;Shareholder,Legacy Wealth Management Inc,rene@legacywealth.com,,Salesforce
11099638,Inactive Investor,Michael Meador,Director;Financial Advisor,"Transform Wealth, LLC",michaelm@transformwealth.com,,Salesforce
11217713,,Paul Tamagni,,,paul.tamagni@lpl.com,,List Import
10891136,Inactive Investor,Michael Russell,Branch Manager;Client Associate,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",,,Salesforce
10997154,Inactive Investor,Kenny Jackson,,PFS Investments Inc. Tempe AZ 2245 W University Dr,6whkr@primerica.com,,Salesforce
10615643,,Will Lee,Financial Advisor,,will.b.lee@morganstanley.com,,List Import
10604320,,Myung Choe,Financial Advisor,"Equitable Advisors, LLC",myung.choe@equitable.com,2133685725,List Import
11231988,Inactive Investor,Andrew Omerzu,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10992121,Inactive Investor,Alayne Dungarvan,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alayne_desrosiers@vanguard.com,,Salesforce
210103,,nicolas vigne,,[Unknown],ncvf2780@ymail.com,,Paid Search
9616442,,Ajit George,,,grayscale@kurianinc.com,,List import
10980754,Inactive Investor,Jordan Fulton,Managing Partner;Principal,NetAdvizor Wealth LLC,jordan.fulton@netadvizor.com,,Salesforce
11138149,Inactive Investor,Joseph Roberto,,Fidelity Brokerage Services LLC,,,Salesforce
6055794,,tyda jol ma,,,codiva8301@cnxcoin.com,,Web Form Fillout
11100591,Inactive Investor,Julie Stein,,The Huntington Investment Company Mentor OH 7800 Reynolds Rd,,,Salesforce
10975030,Inactive Investor,Jay Jackson,,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,jjackson.alew4@primerica.com,,Salesforce
10647264,,Thomas Mury,,,thomas.r.mury@jpmorgan.com,,List Import
11260030,Inactive Investor,Nathaniel Rockey,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10899099,Inactive Investor,Tyler Thomas,Associate Vice President;Financial Advisor,Morgan Stanley Houston TX 1330 Post Oak Blvd,,,Salesforce
10963136,Inactive Investor,Aaron Miller,Chief Compliance Officer;Managing Member,"Family Wealth Coaching, LLC Plano TX 2301 Ohio Dr",,,Salesforce
9542834,,Fred Brandenburg,,,fred.brandenburg@valic.com,,List import
10962817,Inactive Investor,Seth Immediato,Client Concierge,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",seth.immediato@ampf.com,,Salesforce
11077544,Inactive Investor,Andrea Miller,Preferred Relationship Manager,"Fifth Third Securities, Inc. Columbus OH 5342 N Hamilton Rd",andrea.miller@53.com,,Salesforce
11062232,Inactive Investor,Scott Faulkner,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",scott_faulkner@ml.com,,Salesforce
10771837,Inactive Investor,Scott Erney,,Morgan Stanley Chicago IL 10 S Riverside Plz,scott.erney@morganstanley.com,,Salesforce
10648009,,Lisa Wallace,,,lisawallace@situsamc.com,,List Import
11165830,Inactive Investor,Katharine Tomasino,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho NY 100 Jericho Quadrangle",katharine.tomasino@ml.com,,Salesforce
9626059,,Jeffrey Baquiran,,,mail@jeffreybaquiran.com,,List import
10656158,,Amir Makarem,,,amir.makarem@53.com,,List import
10758334,Inactive Investor,Sandra Lezcano,,"Wells Fargo Clearing Services, LLC Miami FL 333 SE 2nd Ave",sandra.lezcano@wellsfargoadvisors.com,,Salesforce
374855,,Joseph Maliekel,,,joseph.maliekel@gmail.com,,List Import
11103037,Inactive Investor,Robert Peters,,LPL Financial LLC Memphis TN 5885 Ridgeway Center Pkwy,bobby.peters@lpl.com,,Salesforce
11097596,Inactive Investor,Brian Mccarthy,Director;Treasurer;Vice President,"S & Co., Inc.",,,Salesforce
10934077,Inactive Investor,Emilio Santiago Gonzalez,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
10937677,Inactive Investor,Robert Tigani,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,robert.tigani@fmr.com,,Salesforce
343213,,Steven Tuttleman,Director,"Hirtle, Callaghan & Co., Llc",stuttleman@hirtlecallaghan.com,610-828-7200,Manual List Upload
10938904,Inactive Investor,Luis Martinez,,Fidelity Brokerage Services LLC,,,Salesforce
11195957,Inactive Investor,Thomas Davis,Financial Professional,"VALIC Financial Advisors, Inc. Tallahassee FL 825 Thomasville Rd",thomas.davis@valic.com,,Salesforce
11223115,,Betzaida Vargas Arroyo,,,betzaida.vargas@tfaconnect.com,,List Import
11230018,Inactive Investor,Peter Lang,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",peter.lang@nm.com,,Salesforce
10784864,Inactive Investor,Zaim Lajka,Vice President,Morgan Stanley Toms River NJ 1433 Hooper Ave,,,Salesforce
10783461,Inactive Investor,Kevin Payne,,NYLIFE Securities LLC Osage City KS 410 N 9th St,klpayne@ft.newyorklife.com,,Salesforce
10764836,Inactive Investor,Daren Dahmer,,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",daren.dahmer@wellsfargoadvisors.com,,Salesforce
10754451,Inactive Investor,Christopher Madson,Associate Vice President;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Workplace Advisor - Equity,Morgan Stanley Garden City NY 1200 Franklin Ave,christopher.madson@morganstanley.com,,Salesforce
10993823,Inactive Investor,Trivia Jones,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,,,Salesforce
11207651,Inactive Investor,Navi Dowty,Investment Advisor Representative;Owner,"Redhawk Wealth Advisors, Inc. Minneapolis MN 7700 France Ave S",ndowty@redhawkwa.com,,Salesforce
9614312,,Timothy Spangler,,,timothy.spangler@dechert.com,,List import
10807371,Inactive Investor,Kyle Ritchie,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11079747,Inactive Investor,Garry Burry,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",garry.burry@nm.com,,Salesforce
11151504,Inactive Investor,Joseph Rabinowitz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9561999,,Ralph -,,,r.ranieri1@verizon.net,,List import
10804689,Inactive Investor,Vineeta Gupta,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,vineeta.gupta@jpmorgan.com,,Salesforce
9599298,,Brian Vance,,,brian.vance@personalcapital.com,,List import
11199322,Inactive Investor,Scott Mass,,"David Lerner Associates, Inc.",,,Salesforce
10881742,Inactive Investor,Jason Sprouse,,Cetera Advisors LLC Beaumont CA Private Residence,jason.sprouse@ceteraadvisors.com,,Salesforce
11189859,Inactive Investor,Tyler Mooney,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",tyler_mooney@ml.com,,Salesforce
11030956,Inactive Investor,Sabrina Piccirillo-Stosser,,Deutsche Bank Securities Inc.,sabrina@deutschewealth.com,,Salesforce
345717,,Dan Talmo,Planning Specialist,Mindful Asset Planning,dan@mindfulplanning.com,952-432-4666,Manual List Upload
9607329,,Tarik Tamassna,,,tarek.tamassna@gmail.com,,List import
9603284,,Yuri Malishenko,,,creeptoe.trader@gmail.com,,List import
10917745,Inactive Investor,Steven Larson,,"Cambridge Investment Research, Inc. Ramsey MN Private Residence",,,Salesforce
10989297,Inactive Investor,Thomas Maxfield,Financial Advisor,"Transform Wealth, LLC",,,Salesforce
9626316,,osman goni,,,og217394@gmail.com,,List import
10847561,Inactive Investor,Anita Brown,Regional Vice President,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,anita.brown@primerica.com,,Salesforce
10487629,,Ky Fiser,Private Wealth Advisor,"Ameriprise Financial Services, LLC",ky.fiser@ampf.com,,List Import
9577061,,Ladasha Johnson,,,johnsondasha24@gmail.com,,List import
11117461,Inactive Investor,Justin Wroten,Regional Vice President,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,justin.wroten@primerica.com,,Salesforce
10486459,,Michael Works,,PFS Investments Inc.,michael.works@primerica.com,,List Import
10872895,Inactive Investor,Ron Frazier,Investment Advisor;President;Wealth Advisor,Frazier Wealth Management,ron@frazierwealthmanagement.com,,Salesforce
10987740,Inactive Investor,Melissa Purpus,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,mpurpus@primerica.com,,Salesforce
11021433,Inactive Investor,Kevin Hamill,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",kevinhamill@financialguide.com,,Salesforce
10948789,Inactive Investor,Rebecca Wei,Research Analyst,Matisse Capital,rebecca@matissecap.com,,Salesforce
10916914,Inactive Investor,Joel Post,Operations Manager,"Ameriprise Financial Services, LLC Palm Harbor FL Private Residence",joel.post@ampf.com,,Salesforce
11206430,Inactive Investor,Scott Corbeil,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11159647,Inactive Investor,Karen Bolin,Financial Advisor,Edward Jones Beaverton OR 3835 SW 185th Ave,karen.bolin@edwardjones.com,,Salesforce
11016147,Inactive Investor,Aimon Naseer,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,aimon.naseer@us.hsbc.com,,Salesforce
230860,, -,,[[Unknown]],neljun2467@gmail.com,,
9596720,,Sofian Gharsallah,,,sofian.gharsallah@kron.no,,List import
9567580,,Steven Tsao,,,stsao@miven.com,,List import
11066350,Inactive Investor,Lauryn Reinoso,Director,Morgan Stanley Sugar Land TX 16554 Creek Bend Dr,lauryn.reinoso@morganstanley.com,,Salesforce
11228649,Inactive Investor,Matthew Baker,Associate,J.P. Morgan Securities LLC San Jose CA 595 Coleman Ave,,,Salesforce
368008,,T Tak,Investor,,takgeneralusa@gmail.com,,Webinar
11193195,Inactive Investor,Hannah Mccook,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
243705,,Reed Finley,"Regional Director, Vice President",Davis Advisors,rfinley@dsaco.com,17328878089,Manual List Upload
11006861,Inactive Investor,Barley Peery,,"Raymond James Financial Services, Inc. Jackson WY 170 E Broadway Ave",hadyn.peery@raymondjames.com,,Salesforce
11063248,Inactive Investor,Marcus Aiello,Complex Manager;Regional Executive,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",marcus.aiello@raymondjames.com,,Salesforce
9555596,,Dawn Pedicord,,,dawn@fvbpfinancial.com,,List import
11174099,Inactive Investor,Cody Robinson,Financial Advisor,Financial Planning Services,crobinson@tobuildwealth.com,,Salesforce
10778422,Inactive Investor,Sandra Manzella,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,sandra.manzella@ubs.com,,Salesforce
10757764,Inactive Investor,Michael Haverkamp,Financial Advisor,LPL Financial LLC Saint Paul MN 1060 Dakota Dr,mike.haverkamp@lpl.com,,Salesforce
10927620,Inactive Investor,Brian Blum,,"Allstate Financial Services, LLC Chagrin Falls OH 16686 Hilltop Park Pl",bblum@allstate.com,,Salesforce
9609904,,Raymond Frohlich,,,raymond.frohlich@gmail.com,,List import
11071185,Inactive Investor,Jeffrey Kenyon,Financial Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,jkenyon@gwnsecurities.com,,Salesforce
9609022,,Andrew Flattery,,,andy@simplewealthkc.com,,List import
10759333,Inactive Investor,Nathan Hess,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathan.hess@fidelity.com,,Salesforce
11118297,Inactive Investor,Sherry Schied,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Rochester MN 402 1st Ave SW",sherry.schied@usbank.com,,Salesforce
10615015,,Michael Kane,"Financial Advisor, Vice President",,michael.kane@morganstanley.com,,List Import
11065757,Inactive Investor,Steven Schroll,Financial Planner,"Concourse Financial Group Securities, Inc. Hartville OH 1221 W Maple St",steven.schroll@concoursefinancial.com,,Salesforce
10794441,Inactive Investor,Anthony Lauzon,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Flint MI 5400 Gateway Ctr",,,Salesforce
10936357,Inactive Investor,Julia Ecker,Planning Advisor,LPL Financial LLC Lorain OH 1606 Cooper Foster Park Rd W,julia.ecker@lpl.com,,Salesforce
11101397,Inactive Investor,Timothy Doser,,State Farm VP Management Corp. Sierra Vista AZ 3410 Canyon De Flores,tim.doser.gto5@statefarm.com,,Salesforce
10916666,Inactive Investor,Jacob Floyd,Chief Compliance Officer;Founder;Managing Member,Floyd Financial Group LLC,jake@floydfinancialgroup.com,,Salesforce
11183175,Inactive Investor,Jason Straub,Client Development Manager,Merit Financial Advisors Charlotte NC 4235 Southstream Blvd,,,Salesforce
11066946,Inactive Investor,Stephen Ferrell,Financial Advisor,Advisor Resource Council,,,Salesforce
10987003,Inactive Investor,Pradeep Gokhale,Financial Advisor,"Ameriprise Financial Services, LLC Sugar Land TX 2277 Plaza Dr",pradeep.gokhale@ampf.com,,Salesforce
11083889,Inactive Investor,Dorcelin Bazil,,"Allstate Financial Services, LLC Atlanta GA 3050 Presidential Dr",,,Salesforce
168022,,Dvora Tzvieli,,[Unknown],dtzvieli@yahoo.com,,Organic Search
9620016,,Telly Valerie Onu,,,tonu@qconsultinc.com,,List import
9548583,,Edward Thompson,,,ed.thompson@mcgladrey.com,,List import
10848918,Inactive Investor,Lee Framer,Investment Advisor Representative,"Next Financial Group, Inc. Akron OH Private Residence",,,Salesforce
10795678,Inactive Investor,Dianna Rodgers,Assistant Vice President;Senior Client Service Associate,Morgan Stanley McLean VA 1650 Tysons Blvd,dianna.belcher@morganstanley.com,,Salesforce
10648143,,Adam Barnai,,,adam@barnaiassetmanagement.com,,List Import
11113720,Inactive Investor,Marilyn Poindexter,,"Farmers Financial Solutions, LLC Logan OH 51 S Spring St",mpoindexter@farmersagent.com,,Salesforce
10931814,Inactive Investor,Bruce Anesi,,LPL Financial LLC North Haven CT 110 Washington Ave,bruce.anesi@lpl.com,,Salesforce
11099872,Inactive Investor,Benjamin Olson,Chief Compliance Officer;Co-Owner;Secretary;Stockholder;Wealth Manager,R.O.I. Lindon UT 351 E 140 N,,,Salesforce
9558522,,Anarkn Hsu,,,pdayburt@gmail.com,,List import
11054797,Inactive Investor,Kyle Kraninger,,Fidelity Brokerage Services LLC Brookfield WI 16020 W Bluemound Rd,,,Salesforce
10920787,Inactive Investor,Thomas Janke,,"Concourse Financial Group Securities, Inc. Birmingham MI 555 S Old Woodward Ave",thomas.janke@concoursefinancial.com,,Salesforce
11177261,Inactive Investor,Darpan Adhyapak,,LPL Financial LLC White Plains NY 146 Mamaroneck Ave,,,Salesforce
9594968,,Matthew Cibor,,,mattcibor@comcast.net,,List import
11000248,Inactive Investor,Chad Jacobson,,State Farm VP Management Corp. Danville PA 1481 Montour Blvd,,,Salesforce
10982263,Inactive Investor,Hulash Goyal,,Goldman Sachs & Co.,,,Salesforce
11137488,Inactive Investor,Kirk Harberts,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11034395,Inactive Investor,Richard Murray,Financial Advisor,Edward Jones Green Bay WI 2363 Holmgren Way,rick.murray@edwardjones.com,,Salesforce
202438,,roger wong,,[Unknown],rogerwong999@gmail.com,,source
9562965,,Bruce Hyde,,,bruce@roundtablewealth.com,,List import
165617,,Andrew Dwelley,,[Unknown],adwelley2@gmail.com,,Organic Search
10812456,Inactive Investor,Douglas Misterly,,"Centaurus Financial, Inc. Huntington Beach CA Private Residence",,,Salesforce
11146664,Inactive Investor,Lori Troyer,Investment Advisor Representative,"Osaic Wealth, Inc. Hartland WI 555 S Industrial Dr",,,Salesforce
11141121,Inactive Investor,Jeffrey Machiele,Financial Advisor,Morgan Stanley Hyannis MA 45 North St,jeff.machiele@morganstanley.com,,Salesforce
9640779,,bil bil,,,bilal6822@gmail.com,,List import
11103338,Inactive Investor,Anthony Daugherty,Financial Professional,"Pruco Securities, LLC. New Port Richey FL 3030 Starkey Blvd",anthony.daugherty@prudential.com,,Salesforce
11192591,Inactive Investor,Lisa Boyd,Chief Compliance Officer;Investment Advisor,"Marcus Capital, LLC",lbpiekarski@marcuscapital.com,,Salesforce
10976379,Inactive Investor,Bailey Sutherland,,LPL Financial LLC Glastonbury CT 455 Winding Brook Dr,bailey.sutherland@lpl.com,,Salesforce
11161508,Inactive Investor,David Hovden,Financial Consultant,Thrivent Investment Management Inc. North Platte NE 109 E 2nd St,dave.hovden@thrivent.com,,Salesforce
10957687,Inactive Investor,Nicolas Cortes Godoy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 3 Dupont Cir NW",,,Salesforce
11186618,Inactive Investor,David Ambriz,,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,david.ambriz@jpmorgan.com,,Salesforce
10757108,Inactive Investor,Brendan Mitchell,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",brendan.j.mitchell@ml.com,,Salesforce
10907345,Inactive Investor,Todger Strunk,Managing Member,Cayside Partners,,,Salesforce
11002048,Inactive Investor,Juan Griffin,,"Wells Fargo Clearing Services, LLC Placerville CA 1244 Broadway",juan.c.griffin@wellsfargo.com,,Salesforce
11147331,Inactive Investor,John Thompson,Financial Advisor;Registered Principal,LPL Financial LLC Memphis TN 6075 Poplar Ave,john.thompson@lpl.com,,Salesforce
11003161,Inactive Investor,Jackson Willingham,Financial Advisor,Edward Jones Kennewick WA 1020 N Center Pkwy,jackson.willingham@edwardjones.com,,Salesforce
10979840,Inactive Investor,Sonali Amodwala,,NYLIFE Securities LLC Austin TX 4718 Duval St,samodwala@ft.newyorklife.com,,Salesforce
10656526,,Eric Berls,,,eric.berls@ml.com,,List Import
11083693,Inactive Investor,Mayte Vera,,Cetera Investment Services LLC Walnut Creek CA 1600 S Main St,mayte.vera@ceterais.com,,Salesforce
11260431,Inactive Investor,Paul Azzaro,,"Samuel A. Ramirez & Company, Inc.",,,Salesforce
9581791,,arthur kuan,,,arthur.kuan@perseverancecap.com,,List import
9562813,,David Herrman,,,david.herrman@pnc.com,,List import
11014323,Inactive Investor,Callie Paige,,J.P. Morgan Securities LLC Evergreen CO 1254 Bergen Pkwy,callie.paige@jpmorgan.com,,Salesforce
9579415,,Carol Thorpe,,,cjthorpe@ft.newyorklife.com,,List import
11155657,Inactive Investor,Krystian Czubacki,,J.P. Morgan Securities LLC Prospect Heights IL 2 E Euclid Ave,krystian.czubacki@chase.com,,Salesforce
10951104,Inactive Investor,Noah Baskin,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,noah.baskin@fmr.com,,Salesforce
9570999,,Angela Han,,,angela.han.k@gmail.com,,List import
10871125,Inactive Investor,Rob Johns,Financial Advisor,Edward Jones Branson MO 186 S Payne Stewart Dr,rob.johns@edwardjones.com,,Salesforce
142352,,Valeriya Kandakova,,[Unknown],vkandakova@hotmail.com,,source
11059111,Inactive Investor,Peter Roulier,Financial Advisor,LPL Financial LLC Batesville AR 1325 Harrison St,peter.roulier@lpl.com,,Salesforce
11197846,Inactive Investor,William Scott,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",scottw@stifel.com,,Salesforce
10929648,Inactive Investor,Johnathan Hedgepeth,,"Horace Mann Investors, Inc. Pickerington OH 10400 Blacklick Eastern Rd",johnathan.hedgepeth@horacemann.com,,Salesforce
10761882,Inactive Investor,Dan Kauffman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",dan_kauffman@ml.com,,Salesforce
11078803,Inactive Investor,Delores O'Connor,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,delores.oconnor@fmr.com,,Salesforce
11096103,Inactive Investor,Grant Spradlin,Managing Partner;Partner,First Light Investment Advisors Manchester MA 21 Forster Rd,,,Salesforce
10988011,Inactive Investor,Kelsey Daugherty,,"Kestra Investment Services, LLC Richmond VA 5310 Markel Rd",,,Salesforce
10809996,Inactive Investor,Anthony Benvenuti,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",anthony_benvenuti@ml.com,,Salesforce
372947,,Neil Jesani,,[Unknown],neil.jesani@beamalife.com,,source
11133337,Inactive Investor,Ethan Bashan,Registered Client Service Associate,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,,,Salesforce
10510314,,Howard Silver,,Silver Edge Financial Group,howard@silveredgefg.com,,List Import
11131276,Inactive Investor,James Joynes,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",james_joynes@ml.com,,Salesforce
370462,,Dianne Armer,,None,dianne.armer@gmail.com,7076239365,Salesforce
11065589,Inactive Investor,Mallory Kapper,,Cetera Investment Services LLC Olney IL 600 E Main St,,,Salesforce
11089772,Inactive Investor,Garrett Bergby,Chief Compliance Officer;Founding Principal;President,Treeline Financial Planning,,,Salesforce
174423,,Adam Samson,,[Unknown],adam.samson@ft.com,,Paid Social
343742,,Victoria Garcia,Senior Vice President,"Stellus Capital Management, Llc",vgarcia@stelluscapital.com,713-292-5400,Manual List Upload
11031322,Inactive Investor,Kimberly Cappellano,Chief Compliance Officer;Chief Executive Officer;Founding Partner,Private Wealth Asset Management Omaha NE 1901 Howard St,kimc@privatewealth.com,,Salesforce
10995244,Inactive Investor,Jill Coyne,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
10647197,,Jennifer Kerr,,,jsapp@monticelloassociates.com,,List Import
11086384,Inactive Investor,Kathryn Farnsworth,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11238070,Inactive Investor,Jennifer Eve,,Globeflex Capital Lp,jeve@globeflex.com,,Salesforce
10881760,Inactive Investor,Michael Harding,Chief Compliance Officer;President,"Harding Financial Group, LLC. Powell OH 7647 High Wind Dr",harding@hardingfinancialgroup.com,,Salesforce
10949176,Inactive Investor,Jameson Van Houten,Managing Director;Partner,"Beacon Pointe Advisors, LLC Scottsdale AZ 6263 N Scottsdale Rd",plundquist@beaconpointe.com,,Salesforce
10781913,Inactive Investor,Eleinny Fontanez,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
10506018,,Robin Selvey,Managing Consultant,Robinvest Ventures,rds18499@gmail.com,(586) 344-0205,List import
10928458,Inactive Investor,Ronald Nathan,,"Osaic Wealth, Inc. Mission Viejo CA 26021 Acero",,,Salesforce
10843445,Inactive Investor,Sean Oneill,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Doheny Asset Management, L.L.C.",soneill@dohenyasset.com,,Salesforce
10775469,Inactive Investor,Jonathan Leader,Financial Advisor,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,jonathan.leader@morganstanley.com,,Salesforce
218826,,Jr Diaz,,[Unknown],usedcarseller631@gmail.com,,
344630,,Jimmy Kemp,Managing Partner,"Mcavoy Kemp Wealth Management, Llc",jimkemp@jimkemp.com,812-376-6463,Manual List Upload
10826556,Inactive Investor,Lilia Vaca,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,lilia.vaca@ubs.com,,Salesforce
10612370,,Brian Reynolds,"Financial Advisor, Investment Advisor Representative",,brian_reynolds@nlvmail.com,,List Import
220590,,Sean Huber,,[Unknown],sean.m.huber@gmail.com,,
10725304,,yaseen shaik,,,skyaseenmuskan03370@gmail.com,,Web Form Fillout
9640234,,Frank Zecha,,,fzecha@brooklinema.gov,,List import
10825477,Inactive Investor,Eileen Vitarelle,Financial Advisor,Commonwealth Financial Network Rexford NY Private Residence,evitarelle@commonwealth.com,,Salesforce
9579637,,Cody Burns,,,cody.burns@accenture.com,,List import
11171221,Inactive Investor,David Coggins,,"First Palladium, LLC",,,Salesforce
11029825,Inactive Investor,Sandra Judge,,LPL Financial LLC Sykesville MD 1325 Liberty Rd,sandra.judge@lpl.com,,Salesforce
217498,,Mitchell Mowery,,[Unknown],mitchellmowery@gmail.com,,source
9595162,,George Rusinak,,,grusinak@gmail.com,,List import
9561987,,Alain Rudakenga,,,alain@vistaconseil.ca,,List import
9592329,,Reuben Suniga,,,reuben.suniga@gmail.com,,List import
10795041,Inactive Investor,Kathleen DiMeo,Manager,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",kathleen.palmer@ampf.com,,Salesforce
10771157,Inactive Investor,Kristel Jocson,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",kristel.jocson@wellsfargo.com,,Salesforce
11161004,Inactive Investor,Charles Schwartzel,Executive Director,J.P. Morgan Securities LLC Houston TX 600 Travis St,charles.schwartzel@jpmorgan.com,,Salesforce
10829000,Inactive Investor,Colt Armstrong,,Fidelity Brokerage Services LLC,,,Salesforce
10987714,Inactive Investor,Ricardo Rivera Diaz,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
340312,,Khoa Le,Director of Regulatory Compliance,Dynamic Beta Investments Llc,kle@beachheadcapital.com,646-837-7030,Manual List Upload
10808182,Inactive Investor,Michael Mellody,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",michael.j.mellody@ml.com,,Salesforce
10858401,Inactive Investor,Sherry Kim,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",sherry.kim@nm.com,,Salesforce
11018012,Inactive Investor,Isaac Doria,,NYLIFE Securities LLC Bakersfield CA 331 Truxtun Ave,idoria@ft.newyorklife.com,,Salesforce
10882650,Inactive Investor,John Yu,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,john_yu@glic.com,,Salesforce
11059877,Inactive Investor,James Jennings,Business Analysis Specialist,J.P. Morgan Securities LLC Mansfield TX 2980 Matlock Rd,,,Salesforce
10965825,Inactive Investor,Emily Webb,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,,,Salesforce
11145041,Inactive Investor,Jeffrey Gaskin,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,jeff.gaskin@morganstanley.com,,Salesforce
344550,,Mark Plummer,Managing Member,"Apex Research And Investments, Llc",mplummer@apexpar.com,512-263-8824,Manual List Upload
11183909,Inactive Investor,Sheri Mullen,Portfolio Associate;Registered Client Associate,Morgan Stanley Leawood KS 11161 Overbrook Rd,sheri.mullen@morganstanley.com,,Salesforce
10965726,Inactive Investor,Denise Ebzery,Chief Compliance Officer,"Cypress Capital Management, LLC Sheridan WY 312 Whitney Ln",denise@cypressmgmt.com,,Salesforce
10967152,Inactive Investor,Sarah Smalley,Senior Associate,Neuberger Berman BD LLC,sarah.smalley@nb.com,,Salesforce
235752,, -,,[[Unknown]],chsassone@gmail.com,,
10749977,,Spencer Reed,,,ax79981@gmail.com,,Web Form Fillout
204447,,Amy Wheeler,,None,aswheel@yahoo.com,4326615151,Organic Search
11091120,Inactive Investor,Carmine Lacognata,,Cetera Financial Specialists LLC Tampa FL 1402 W Fletcher Ave,,,Salesforce
10657433,,Frank Cesario,,,frank.cesario@ceterafs.com,,List Import
10830157,Inactive Investor,Thomas Miller,,NYLIFE Securities LLC Bozeman MT 106 E Babcock St,tjmiller@ft.newyorklife.com,,Salesforce
9599357,,Joshua Fromson,,,joshfromson@yahoo.com,,List import
11134119,Inactive Investor,Richard Lyons,Director - Alternative Investments;Financial Advisor;First Vice President;Insurance Planning Director;Portfolio Management Direc,Morgan Stanley Portsmouth NH 1 Harbour Pl,richard.lyons@morganstanley.com,,Salesforce
10789041,Inactive Investor,James Zent,,NYLIFE Securities LLC Dayton OH 7003 Corporate Way,jzent@ft.newyorklife.com,,Salesforce
5020784,,hu ta,,,hovix16357@kixotic.com,,Web Form Fillout
10617304,,Claudia Marban,,,claudia.t.marban@ampf.com,,List Import
11111877,Inactive Investor,Rachel French,Financial Associate,Thrivent Investment Management Inc. Astoria OR 100 39th St,rachel.french@thrivent.com,,Salesforce
213513,,Irwin Brown,,[Unknown],dtieb.58@gmail.com,,source
11092226,Inactive Investor,Ronald Ruff,,"ValMark Securities, Inc. Lancaster OH 2700 Kull Rd",,,Salesforce
10487327,,Brian Feldman,First Vice President - Wealth Management,UBS Financial Services Inc.,brian.feldman@ubs.com,,List Import
9554569,,Benjamin Hulburt,,,bwhulburt@gmail.com,,List import
10645604,,Erica Berning,,,etakach@ft.newyorklife.com,,List Import
338042,,Keith Anderson,Controller,Investmark Advisory Group Llc,kanderson@investmark.net,203-953-3777,Manual List Upload
10874437,Inactive Investor,Christopher Ingemie,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",christopher.ingemie@ml.com,,Salesforce
11197648,Inactive Investor,William Knowles,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,WMKI Group LLC,william@wmkigroup.com,,Salesforce
10993861,Inactive Investor,Colin Mcnulty,,"Cambridge Investment Research, Inc. Virginia Beach VA 277 Bendix Rd",,,Salesforce
11130486,Inactive Investor,Joshua Swayne,,"Osaic Wealth, Inc. Bellevue WA 400 112th Ave NE",,,Salesforce
11004192,Inactive Investor,Fatima Eltinay,,"Allstate Financial Services, LLC Sterling VA 23520 Overland Dr",fatimaeltinay@allstate.com,,Salesforce
10829481,Inactive Investor,Scott Stauffer,Complex Manager,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",,,Salesforce
10487009,,Arthur Mitchell,"Executive Director, Wealth Advisor",J.P. Morgan Securities LLC,dale.mitchell@jpmorgan.com,,List Import
11031354,Inactive Investor,Karen Goersch,Financial Advisor,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",,,Salesforce
11046923,Inactive Investor,Jeffrey Sloniger,,Stonex Securities Inc. Irvine CA 2338 Scholarship,jeffrey.sloniger@saswealth.com,,Salesforce
10789710,Inactive Investor,Aislinn Ariyam,,Fidelity Brokerage Services LLC,aislinn.ariyam@fidelity.com,,Salesforce
10930940,Inactive Investor,Kevin Arruda,Partner;Wealth Manager,Cornerstone Financial Management LLC Burlington MA 67 S Bedford St,kevin@cornerstonefm.com,,Salesforce
11071958,Inactive Investor,Austin Miller,Client Relationship Specialist,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",austin.miller1@schwab.com,,Salesforce
11206872,Inactive Investor,Joel Vlasnik,Financial Advisor,LPL Financial LLC Lincoln NE 8545 Executive Woods Dr,joel.vlasnik@lpl.com,,Salesforce
11035472,Inactive Investor,Catherine Botero,Private Client Advisor,J.P. Morgan Securities LLC Miami FL 19495 Biscayne Blvd,catherine.botero@jpmorgan.com,,Salesforce
11000736,Inactive Investor,Jacmel De Armas,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
10771365,Inactive Investor,Robert Yenisey,Private Client Advisor,J.P. Morgan Securities LLC New York NY 386 Park Ave S,robert.s.yenisey@jpmorgan.com,,Salesforce
11005041,Inactive Investor,Nicholas Cardello,Wealth Management Associate,Barrett & Company,ncardello@barrettandcompany.com,,Salesforce
244930,,Mike Mackey,Account Executive,Practifi,mike.mackey@practifi.com,17732165583,Manual List Upload
10955044,Inactive Investor,Paola Erazo Suarez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11153964,Inactive Investor,Anthony Gist,Associate Private Banker,Morgan Stanley York PA 221 W Philadelphia St,tony.gist@morganstanley.com,,Salesforce
10990127,Inactive Investor,Trevor Mccloud,,"Wells Fargo Clearing Services, LLC San Diego CA 3299 El Cajon Blvd",,,Salesforce
9639685,,Steven Heath,,,heath@sandiego.edu,,List import
10778704,Inactive Investor,Daniel Cvercko,,Cetera Investment Services LLC Canfield OH 2 S Broad St,daniel.cvercko@ceterais.com,,Salesforce
10802198,Inactive Investor,Gregg Gelber,Financial Advisor;Insurance Planning Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,gregg.gelber@morganstanley.com,,Salesforce
9635715,,Bart Steenbergen,,,bart.steenbergen@bmo.com,,List import
6572511,,Demetris Predovic,,,lyric26@gmail.com,,Web Form Fillout
332392,,Jose Luis Dougan,,United Kingdom,jdougan@dougangroup.com,,
10965249,Inactive Investor,Sofia Brewington-Williams,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,,,Salesforce
10922489,Inactive Investor,Johnny Strickland,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",,,Salesforce
9599048,,Deborah Vitt,,,debivitt@gmail.com,,List import
9580948,,Matthew McIlhenny,,,matthew.mcilhenny@gmail.com,,List import
11062201,Inactive Investor,Daniel Richards,,Citigroup Global Markets Inc.,,,Salesforce
9618846,,Thomas Zeifang,,,zeifang@lucrumcapital.com,,List import
10755643,Inactive Investor,Jennifer Freymark,Financial Advisor,Edward Jones Glen Ellyn IL 585 Pennsylvania Ave,jennifer.freymark@edwardjones.com,,Salesforce
10983262,Inactive Investor,Hamza Mahmood,,William Blair,hmahmood@williamblair.com,,Salesforce
10842374,Inactive Investor,Diane McGovern,Vice President - Investments,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",diane.mcgovern@raymondjames.com,,Salesforce
10907226,Inactive Investor,Nathaniel Bodem,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,nathaniel.bodem@morganstanley.com,,Salesforce
10941356,Inactive Investor,Joshua Mcmillan,Co-Founder;Partner,"Symphony Financial, Ltd. Co.",mcmillan@symphonyplanning.com,,Salesforce
10616844,,David Breese,,,david.breese@edwardjones.com,,List Import
10606394,,Kevin Cleary,"Portfolio Manager, Senior Financial Advisor","Wells Fargo Advisors Financial Network, LLC",kcleary@wfafinet.com,631-773-5400,List Import
11183745,Inactive Investor,Ricky Fitch,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,ricky.fitch@primerica.com,,Salesforce
10995424,Inactive Investor,Jocel Tapia,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,jtapia@primerica.com,,Salesforce
11087898,Inactive Investor,Jeremy Miller,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",jeremy.miller@nm.com,,Salesforce
10767555,Inactive Investor,George Schmidley,Chief Compliance Officer;Chief Executive Officer;Director;Financial Advisor;Founder;President,Affiliated Financial Advisors Inc,gschmidley@affiliatedfa.com,,Salesforce
10767977,Inactive Investor,Fred Van Meter,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",fred_vanmeter@ml.com,,Salesforce
4608939,,John Lehett,,,jjlehett@gmail.com,,Web Form Fillout
7702040,,Cheryl Murray,,,pbqrpwfwt@eurokool.com,,Web Form Fillout
10815898,Inactive Investor,John Lee,Chief Compliance Officer;Managing Member;President,16th Amendment Advisors LLC,jlee@16thadvisors.com,,Salesforce
10999234,Inactive Investor,Lisbeth Arcienega,,"MML Investors Services, LLC Kihei HI 590 Lipoa Pkwy",larcienega@financialguide.com,,Salesforce
11034734,Inactive Investor,Spencer Wilhelm,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
2583314,,Kapdiya Kamlesh,,,kapdiyakamlesh865@gmail.com,,
10805149,Inactive Investor,John Gansman,Managing Director,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,jgansman@investdavenport.com,,Salesforce
10619509,,Michael Alaimo,,,michael.alaimo@morganstanley.com,,List Import
195,,,,,tom.jones@250ok.email,,
11148634,Inactive Investor,Sonia Balfour-Fears,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Atlanta GA 5565 Glenridge Connector,sonia.fears@morganstanley.com,,Salesforce
11029804,Inactive Investor,Lisa Vallejo,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,lmshaver@ft.newyorklife.com,,Salesforce
10781443,Inactive Investor,Matthew Hand,Financial Advisor,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",matthew.hand@wellsfargoadvisors.com,,Salesforce
351983,,Hunter Hayes,"Vice President, Portfolio Manager",Intrepid Capital Management Inc,hhayes@intrepidcapital.net,904-246-3433,Manual List Upload
11010238,Inactive Investor,Harold Samuels,,"Allstate Financial Services, LLC",haroldsamuels@allstate.com,,Salesforce
373756,,David Chang,,[Unknown],david.wj.chang@gmail.com,,source
9561968,,Dick -,,,tricoons@hotmail.com,,List import
11166195,Inactive Investor,Laura Angus,Registered Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,laura.angus@morganstanley.com,,Salesforce
10896020,Inactive Investor,Brandon Krone,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",brandon.krone@schwab.com,,Salesforce
11013234,Inactive Investor,Kyle Setzer,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
9596898,,Sam Neave,,,sam.neave1@gmail.com,,List import
9570164,,alex toepfer,,,al.toepfer2342@gmail.com,,List import
11221495,,Michael Wertz,,,brent@deepblue-inv.com,,List Import
11217849,,Christopher Nowicki,,,christopher.nowicki@jpmorgan.com,,List Import
9543383,,David Weis,,,david.weis@cusonet.com,,List import
10782055,Inactive Investor,Rebecca Strong,,"RBC Capital Markets, LLC North Sioux City SD 200 Gold Cir",becky.strong@rbc.com,,Salesforce
10754517,Inactive Investor,Peter Roland,Managing Director;President;Shareholder,Canon Capital Investment Advisory,proland@canoncapital.com,,Salesforce
10866494,Inactive Investor,Del Murdock,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,del.murdock@fmr.com,,Salesforce
10795453,Inactive Investor,Joann Kayser,Chief Compliance Officer;Chief Operating Officer;Chief Operations Officer;Executive Committee Member;Owner,LSIA,jkayser@lsinvestmentadvisors.com,,Salesforce
9640931,,Dominick Negrotto,,,dnegrotto@apmcap.com,,List import
11046058,Inactive Investor,Trey Kirkpatrick,Financial Advisor Assistant,"Ameriprise Financial Services, LLC Henderson NV 2900 W Horizon Ridge Pkwy",trey.kirkpatrick@ampf.com,,Salesforce
11177794,Inactive Investor,Timothy Shear,,"Capital City Securities, LLC",tshear@capitalcitypartners.com,,Salesforce
11054002,Inactive Investor,Brian Wenstrup,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",brian.wenstrup@nm.com,,Salesforce
11159057,Inactive Investor,Keita Kankam,,J.P. Morgan Securities LLC Lakewood NJ 1700 Madison Ave,keita.k.kankam@jpmorgan.com,,Salesforce
11074081,Inactive Investor,Michael Stalnecker,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,cary.stalnecker@opco.com,,Salesforce
10979952,Inactive Investor,Tedd Meyer,,"J. Alden Associates, Inc. Doylestown PA 43 S Main St",tmeyer@j-alden.com,,Salesforce
181134,,Jahan Zahid,,[Unknown],jahan@profitview.net,,
10936962,Inactive Investor,Joshua Reichard,Partner,"Reichard Capital, LLC",,,Salesforce
199354,,Dingsheng Li,,Individual,dingsheng.li1987@gmail.com,,Organic Search
10964558,Inactive Investor,Jacob Nance,Branch Office Administrator,Edward Jones Chandler AZ 3210 S Gilbert Rd,jacob.nance@edwardjones.com,,Salesforce
10797773,Inactive Investor,Eric Graue,Resident Director;Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield IL 611 E Monroe St",eric_graue@ml.com,,Salesforce
11051707,Inactive Investor,Christopher White,Vice President,"Prospera Financial Services, Inc. Frisco TX 7110 Pecan St",christopher.white@prosperafinancial.com,,Salesforce
350031,,Ashley Propst,Client Advisor,"SunTrust Advisory Services, Inc.",ashley.propst@suntrust.com,615-585-7051,
11052725,Inactive Investor,Kellie Jacobsen,,Edelman Financial Engines Las Vegas NV 1700 S Pavilion Center Dr,kjacobsen@edelmanfinancialengines.com,,Salesforce
10615850,,Jeremy Ryan,,,jeremy.ryan@jpmorgan.com,,List Import
1003241,Inactive Investor,Derek Schmidt,Senior Research Analyst,"Marquette Associates, INC.",dschmidt@marquetteassociates.com,1-312-527-5500,3rd Party Lead Gen
9545223,,Guy Mendes,,,guy22g@gmail.com,,List import
104579,,Michael Sicuranza,"President, Sr. Financial Advisor","Affinity Wealth Management, LLC",msicuranza@affinitywealth.com,(130) 225-4610,Paid Search
10828369,Inactive Investor,Joseph Walker,Financial Advisor,Edward Jones Gainesville FL 2114 NW 40th Ter,kent.walker@edwardjones.com,,Salesforce
10807895,Inactive Investor,John Peterson,Vice President;Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",john.peterson@wfafinet.com,,Salesforce
10796317,Inactive Investor,John Macukas,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Fe NM 130 Lincoln Ave",john.macukas@stifel.com,,Salesforce
11107463,Inactive Investor,Benjamin Angotti,Registered Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,,,Salesforce
10789763,Inactive Investor,Patrice Thomas,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",patrice.thomas@raymondjames.com,,Salesforce
11119216,Inactive Investor,Ross Bernard,,State Farm VP Management Corp. Saint Martinville LA 400 S Main St,ross.bernard.k2s6@statefarm.com,,Salesforce
11139851,Inactive Investor,Richard Freeman,,Redbridge Securities LLC,,,Salesforce
10863940,Inactive Investor,Jodie McLellan,Corporate Secretary;Vice President,"Buttonwood Partners, Inc.",jodie@btnwd.com,,Salesforce
9573270,,Nilsson Kocher,,,nilsson.kocher@citadel.com,,List import
10907690,Inactive Investor,Matthew Joines,,"Cambridge Investment Research, Inc. Alpharetta GA 11175 Cicero Dr",,,Salesforce
10885946,Inactive Investor,Martha Thomas,Chief Compliance Officer;Owner,"Mark Thomas, LLC",,,Salesforce
9616944,,Chad Knop,,,chads_01@att.net,,List import
9618386,,Robert Raymond,"Chief Executive Officer, Manager, Owner","RR Advisors, LLC",rraymond@rchenergy.com,,List import
9589901,,Justin Adel,,,k4pllc@gmail.com,,List import
10978165,Inactive Investor,Derek Donnarumma,,LPL Financial LLC Rochester NY 2000 Winton Rd S,derek.donnarumma@lpl.com,,Salesforce
11254394,Inactive Investor,Thomas Milanov,,"GLP Investment Services, LLC",,,Salesforce
11118051,Inactive Investor,David Kirchfeld,Financial Advisor,LPL Financial LLC Portland OR Private Residence,david.kirchfeld@lpl.com,,Salesforce
11199021,Inactive Investor,Michele Distel,,Vanguard Marketing Corporation,michele_distel@vanguard.com,,Salesforce
351452,,Christopher Caparelli,Vice President,"Marquette Associates, Inc.",ccaparelli@marquetteassociates.com,610-719-0300,Manual List Upload
11069293,Inactive Investor,David Clarke,,Cetera Financial Specialists LLC Murphysboro IL 104 N 14th St,david.clarke@ceterafs.com,,Salesforce
10857946,Inactive Investor,John Maginnis,,Cetera Advisor Networks LLC Bethesda MD 6720B Rockledge Dr,,,Salesforce
9563382,,Vivian C,,,vivianccx@gmail.com,,List import
10863809,Inactive Investor,Brock Rowlett,,GWN Securities Inc. Owasso OK 14501 E 89th St N,browlett@gwnsecurities.com,,Salesforce
11044403,Inactive Investor,Mariya Dimitrova,Senior Compliance Advisor,Edward Jones Chelmsford MA Private Residence,,,Salesforce
10941695,Inactive Investor,Andrea Langlois,Senior Client Service Associate,"Raymond James & Associates, Inc. Baton Rouge LA 7350 Jefferson Hwy",andrea.langlois@raymondjames.com,,Salesforce
9638346,,Philip Keefe,,,phil.keefe@vcimco.com,,List import
10773768,Inactive Investor,Raymond Croteau,,Commonwealth Financial Network Fitchburg MA 114 Summer St,rcroteau@commonwealth.com,,Salesforce
9563076,,Jawar Kalifa Abawar,,,www.faecboo.cm@gmail.com,,List import
9648065,,johnny Fire,,,crytojk@gmail.com,,List import
341266,,Matthew Smith,Member And Manager,"Poinciana Advisors Group, Llc",matthew@mencpa.com,561-296-0100,Manual List Upload
11017598,Inactive Investor,Maureen O'Neal,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",maureen.oneal@ampf.com,,Salesforce
10355207,,Jordan Lemke,,,jordan.lemke@remcosolutions.co.uk,,Web form fillout
10964282,Inactive Investor,Dylan Alfano,,Citigroup Global Markets Inc.,,,Salesforce
10967490,Inactive Investor,Philip White,,Fidelity Brokerage Services LLC,,,Salesforce
10854003,Inactive Investor,Melissa Albanese,,"American Portfolios Financial Services, Inc.",malbanese@americanportfolios.com,,Salesforce
10976117,Inactive Investor,Luis Salinas,,LPL Financial LLC N111 Issaquah WA Private Residence,luis.salinas@lpl.com,,Salesforce
10917270,Inactive Investor,Chelsea Brown Hoagland,,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",chelsea.hoagland@equitable.com,,Salesforce
10700541,,Dennis Burdick,,,dburdick29@gmail.com,,Web Form Fillout
11014457,Inactive Investor,Gillian Parrett,,Citigroup Global Markets Inc.,,,Salesforce
10963898,Inactive Investor,Ben Klinger,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21300 Victory Blvd",ben.klinger@tfaconnect.com,,Salesforce
10797833,Inactive Investor,Marcelina Macasaet,,PFS Investments Inc. Wayne NJ 500 Valley Rd,marcelina.macasaet@primerica.com,,Salesforce
10904611,Inactive Investor,Robert Bacon,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",robert.bacon@tiaa.org,,Salesforce
11070595,Inactive Investor,Brett Carey,,Edward Jones Kailua Kona HI 73-5618 Maiau St,brett.carey@edwardjones.com,,Salesforce
218371,,Eric Yates,,[Unknown],eric.b.yates@gmail.com,,
10963265,Inactive Investor,Aaron Rice,Financial Advisor,PNC Investments Roseville CA 8777 Sierra College Blvd,aaron.rice@pnc.com,,Salesforce
9624822,,Rajdeep Bhattacharyya,,,rbdigitco@gmail.com,,List import
10963601,Inactive Investor,Tharaka Ramdeo,,"Wells Fargo Clearing Services, LLC Flanders NJ 70 Flanders Bartley Rd",,,Salesforce
200862,,Eugenio Benetazzo,,[Unknown],e.benetazzo@youchain.it,,
10975895,Inactive Investor,Thomas Horvath,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,thomashorvath@statefarm.com,,Salesforce
50889,,Neil Bradie,,"National Asset Management, Inc.",nbradie@nationalsecurities.com,,
11022958,Inactive Investor,David O'Neill,Financial Advisor,"Pruco Securities, LLC. Manasquan NJ 2329 Hwy 34",david.oneill@prudential.com,,Salesforce
11178025,Inactive Investor,Alex Mackenzie,,Vanguard Marketing Corporation,alex_mackenzie@vanguard.com,,Salesforce
10987573,Inactive Investor,Brandon Zilles,Financial Advisor,Moss Adams Wealth Advisors LLC,brandon.zilles@mossadams.com,,Salesforce
9608037,,Mikhael Konovalov,,,mikhkonovalov@gmail.com,,List import
10950373,Inactive Investor,Justin Zhong,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justin_zhong@vanguard.com,,Salesforce
228533,, -,,[[Unknown]],npimbos@gmail.com,,Organic Search
11174717,Inactive Investor,Shaune Miller,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11232473,Inactive Investor,Austin Hill,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,austinmarshallhill@primerica.com,,Salesforce
10825310,Inactive Investor,Lori Crilley,,"Cambridge Investment Research, Inc. Phoenix AZ 11201 N Tatum Blvd",,,Salesforce
10869148,Inactive Investor,John McGraw,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",rob.mcgraw@nm.com,,Salesforce
11060267,Inactive Investor,Timothy Nobles,,"Investment Planners, Inc. Spirit Lake IA Private Residence",tnobles@investment-planners.com,,Salesforce
9588468,,Stephen Foster,,,sfoster@royalaa.com,,List import
11140973,Inactive Investor,Berenice Diaz,,Cetera Advisors LLC Henderson NV 375 N Stephanie St,,,Salesforce
229415,, -,,[[Unknown]],snoozap@gmail.com,,
10971363,Inactive Investor,Kaeli Hansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10957997,Inactive Investor,Emily Schulte,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10815959,Inactive Investor,Scott Hilpert,Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Barrington IL 303 E Main St,scott.hilpert@ubs.com,,Salesforce
11026428,Inactive Investor,Saixiang Sean Wang,,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,sean.wang@jpmorgan.com,,Salesforce
11106975,Inactive Investor,Christopher Taylor,,"Apex Strategic Wealth, LLC",,,Salesforce
11050154,Inactive Investor,Edward Feduke,,Park Avenue Securities LLC Hunt Valley MD 11350 McCormick Rd,,,Salesforce
11179864,Inactive Investor,Jennifer Sirois,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,jennifer.imbeault@fmr.com,,Salesforce
10863653,Inactive Investor,Mark Rohlfing,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10061 Talbert Ave",mark.rohlfing@tfaconnect.com,,Salesforce
206168,,Dr. HOWARD Van nostrand,,[Unknown],drhr91@gmail.com,,
11203743,Inactive Investor,Karissa Kutzer,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9631020,,Ali Q,,,ali.qanber.ali@gmail.com,,List import
9608253,,Michael Heaberg,,,mheaberg@axiomasset.com,,List import
10761768,Inactive Investor,Timothy Greiner,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",timothy_greiner@ml.com,,Salesforce
10958210,Inactive Investor,Matthew King,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10867841,Inactive Investor,John Hilgenhold,,"FBL Marketing Services, LLC Tell City IN 8645 State Road 37",john.hilgenhold@fbfs.com,,Salesforce
9609120,,Marcus Peterson,,,marcusepetersvn@gmail.com,,List import
10879621,Inactive Investor,John Serna,Vice President,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,john.serna@citigroup.com,,Salesforce
10868316,Inactive Investor,Casey Dreyer,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Coralville IA 1303 5th St",casey.dreyer@nm.com,,Salesforce
11209922,Inactive Investor,Rachel Pelet,,Vanguard Marketing Corporation,rachel_pelet@vanguard.com,,Salesforce
9617121,,Erick Alvarez,,,ealvarez910@yahoo.com,,List import
10897593,Inactive Investor,David Strange,Executive Vice President;Owner,Hobbs Group Advisors LLC,garet@hobbsgroupadvisors.com,,Salesforce
11109543,Inactive Investor,Jimmy Dooley,Financial Advisor,"Ameriprise Financial Services, LLC Hillsborough NC 125 Millstone Dr",jimmy.r.dooley@ampf.com,,Salesforce
10977050,Inactive Investor,Joshua Salo,Private Client Advisor,J.P. Morgan Securities LLC Loganville GA 3975 Atlanta Hwy,joshua.salo@jpmorgan.com,,Salesforce
9587750,,Douglas Kobak,,,douglas.kobak@mlgwm.com,,List import
1004035,Inactive Investor,William Schneider,,William Schneider,bill-schneider@comcast.net,,source
10982008,Inactive Investor,Sumeet Malhotra,,Santander Securities LLC Andover MA 71 Main St,smalhotr@santander.us,,Salesforce
9642413,,Michael Estrada,,,mestrada@sagaftraplans.org,,List import
10494470,,John Gesek,"Chief Compliance Officer, Financial Advisor, Founder, Managing Member","Optimus Capital Advisors, LLC",jgesek@optimusca.com,,List import
10891651,Inactive Investor,Brendon Shirk,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,brendon.shirk@fidelity.com,,Salesforce
10883552,Inactive Investor,Joseph Sabelli,Senior Advisor,Integrated Wealth Concepts LLC Lynnfield MA 230 Broadway,joe.sabelli@ifpadvisor.com,,Salesforce
11148451,Inactive Investor,Christopher Seegers,,"Allstate Financial Services, LLC Pueblo CO 3975 Redwood Ln",christopherseegers@allstate.com,,Salesforce
11022060,Inactive Investor,Noah Modica,Financial Advisor;Investment Advisor Representative,Pine Valley Investments,noahmodica@pinevalleyinvestments.com,,Salesforce
9541761,,patcharee phutrakun,,,patchareephutrakun@gmail.com,,List import
11013496,Inactive Investor,Chad Denike,,LPL Financial LLC Cadillac MI 6631 E M 115,chad.denike@lpl.com,,Salesforce
11136719,Inactive Investor,Sergio Saldivar,Financial Advisor;Financial Planning Specialist,Morgan Stanley Dallas TX 2121 N Pearl St,sergio.saldivar@morganstanley.com,,Salesforce
9597249,,David Rogers,,,david@nimco.com.hk,,List import
9578928,,Ray Stanley,,,rstanley@lincolninvestment.com,,List import
10799676,Inactive Investor,Jeffrey Bartleson,Financial Advisor,Edward Jones Longview WA 1555 3rd Ave,jeff.bartleson@edwardjones.com,,Salesforce
11143586,Inactive Investor,Thomas Fleishel,,"Raymond James Financial Services, Inc. Deland FL 812 N Woodland Blvd",thomas.fleishel@raymondjames.com,,Salesforce
10762114,Inactive Investor,George Burrell,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lafayette IN 250 Main St",bart_burrell@ml.com,,Salesforce
371984,,Richard Tarvin,,[Unknown],richard@nivrat.com,,Salesforce
11212599,Inactive Investor,Christopher Colpaert,Financial Advisor,Edward Jones Decatur IN 1209 Dayton St,christopher.colpaert@edwardjones.com,,Salesforce
11148757,Inactive Investor,Dipti Gandhi,,Santander Securities LLC Marlboro NJ 8 S Main St,dgandhi@santander.us,,Salesforce
11102471,Inactive Investor,Joseph Lambert,,J.P. Morgan Securities LLC Charlotte NC 112 S Tryon St,joseph.a.lambert@jpmorgan.com,,Salesforce
11195187,Inactive Investor,Edward Barnes,Director - Retirement Plans;Financial Advisor,BLBB Advisors,edbarnes@blbb.com,,Salesforce
10956869,Inactive Investor,Ryan Gorman,,"West Michigan Advisors, LLC",,,Salesforce
10466783,,Tony Green,,,tonyrgreen@gmail.com,,Web Form Fillout
11101278,Inactive Investor,Tiffany Franklin,,"Avantax Investment Services, Inc. Houston TX 363 N Sam Houston Pkwy E",,,Salesforce
10815213,Inactive Investor,Agustin Tonsay,,PFS Investments Inc. Long Beach CA 161 W Victoria St,agustin.tonsay@primerica.com,,Salesforce
10759691,Inactive Investor,Melissa St Louis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",melissa.st_louis@ml.com,,Salesforce
168723,,Geno Weatherly,,[Unknown],genoweatherlyspam@gmail.com,,
10616883,,Benjamin Johnson,,,ben.johnson@jpmorgan.com,,List Import
10908735,Inactive Investor,Jorge Mercado Lasalle,,PFS Investments Inc. Tampa FL 10008 N Dale Mabry Hwy,jorge.lasalle@primerica.com,,Salesforce
230964,, -,,[[Unknown]],rafaelmahomedmateus@gmail.com,,
10963652,Inactive Investor,Mohan Navaratna,Chief Compliance Officer;Chief Executive Officer;President,Nine Gems Investment Management,mohan@ninegemsinvestments.com,,Salesforce
10970142,Inactive Investor,Catherine Calvo,,Goldman Sachs & Co.,,,Salesforce
11168477,Inactive Investor,Cody Wells,Financial Advisor,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",cody.wells@wellsfargoadvisors.com,,Salesforce
10920793,Inactive Investor,John Dyer,Financial Advisor,"Royal Oak Financial Advisors, LLC",john@royaloakfinancialadvisors.com,,Salesforce
118883,,Jeffrey Orlouski,"Equity Trader, Operations Analyst","National Asset Management, Inc.",jorlouski@nationalsecurities.com,561-981-1000,
11098500,Inactive Investor,Tiffany Fox,,J.P. Morgan Securities LLC Dayton OH 2800 Far Hills Ave,tiffany.fox@jpmorgan.com,,Salesforce
11053858,Inactive Investor,Brian Perley,,"Osaic Wealth, Inc. Overland Park KS 7101 College Blvd",,,Salesforce
11030847,Inactive Investor,Donna Collins,,"Raymond James Financial Services, Inc. Durham NC 3805 University Dr",donna.collins@raymondjames.com,,Salesforce
11027536,Inactive Investor,Derek MacFarlane,,LPL Financial LLC Zionsville IN 1543 W Oak St,derek.macfarlane@lpl.com,,Salesforce
10489137,,Michael Witt,"Financial Advisor, Managing Director","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",michael.witt@ampf.com,,List Import
11081445,Inactive Investor,James Johnstone,,"Woodmen Financial Services, Inc.",jjjohnstone@woodmen.org,,Salesforce
10961872,Inactive Investor,Stephan Muccular,Practice Manager,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",stephan.muccular@ampf.com,,Salesforce
9554839,,Jeffrey Casler,,,jeffcasler@me.com,,List import
9630657,,Tamas Torok,,,torok.tomi@gmail.com,,List import
11221851,,Frank Carofano,,,fcarofano@segalmarco.com,,List Import
10824111,Inactive Investor,Kevin Tobak,,"Harbour Investments, Inc. Appleton WI 1920 E Northland Ave",,,Salesforce
219611,,tina wright,,[Unknown],tinawrightnyc@gmail.com,,
9595670,,Jonas Grant,,,jonas@jonasmgrant.com,,List import
10771309,Inactive Investor,Thomas Singsank,Chief Financial Officer;Regulatory Contact,Intellicents Investment Solutions Inc,tom.singsank@intellicents.com,,Salesforce
11217497,,Joshua Rent,,,josh.rent@lpl.com,,Other
10913289,Inactive Investor,Stewart McCollum,,Cetera Advisor Networks LLC Gouverneur NY 55 E Main St,mccollums@ceteranetworks.com,,Salesforce
10853536,Inactive Investor,Kimberly Klippel,,Key Investment Services LLC,kimberly.klippel@key.com,,Salesforce
9630109,,Naomi Dinh Diem Ngoc Pham,,,jama88776654@gmail.com,,List import
11159930,Inactive Investor,Alana Dipietro,Equity Analyst,RMC Investment Advisors,,,Salesforce
11024364,Inactive Investor,Cheryl Altamira,,State Farm VP Management Corp. Artesia CA 12140 Artesia Blvd,cheryl.altamira.qrk5@statefarm.com,,Salesforce
10614751,,Gene Lipman,"Financial Advisor, Vice President",,gene.lipman@morganstanley.com,,List Import
10886664,Inactive Investor,Leor Solomon,Associate Financial Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",leor.solomon@ampf.com,,Salesforce
10135293,,Connir Rayl,,,cmr45@comcast.net,,Web Form Fillout
10859547,Inactive Investor,Maggie Luke,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",maggie.o.luke@ml.com,,Salesforce
10814328,Inactive Investor,Timothy Caldwell,,Country Capital Management Company Tamms IL 900 Front St,tim.caldwell@countryfinancial.com,,Salesforce
11209339,Inactive Investor,Daniel Essian,Financial Advisor;Financial Representative,"Principal Securities, Inc. Utica MI 8344 Hall Rd",essian.daniel@principal.com,,Salesforce
10980552,Inactive Investor,Melissa Austin,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9645053,,Frank Campbell,,,fcamp1832@gmail.com,,List import
4625620,,Jean Legui,,,jeanlegui53@gmail.com,,Web Form Fillout
11187674,Inactive Investor,Jesse Langley,Financial Advisor,Edward Jones Columbus OH 941 Chatham Ln,jesse.langley@edwardjones.com,,Salesforce
10996333,Inactive Investor,Joshua Helton,,J.P. Morgan Securities LLC Nokomis FL 1127 Tamiami Trl N,joshua.m.helton@chase.com,,Salesforce
10853624,Inactive Investor,Jesse Switzer,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jesse.switzer@schwab.com,,Salesforce
10869698,Inactive Investor,Lawrence Rachal,,PFS Investments Inc. Los Angeles CA 6100 Center Dr,lawrence.rachal@primerica.com,,Salesforce
104220,,Justin Simmons,Investment Advisor,Beck Capital Management,jsimmons@beckcapitalmanagement.com,512-345-6789,
324,,,,,charleyd@att.net,,
342326,,Alex Gulotta,Senior Associate,"Great Point Partners, Llc",agulotta@gppfunds.com,203-971-3300,Manual List Upload
9561605,,Steve Sims,,,sims@primeadvisors.com,,List import
10905669,Inactive Investor,Mark Pierce,Managing Member;Partner;Senior Investment Advisor,Criterion Capital Advisors LLC,mpierce@criterionadv.com,,Salesforce
11095543,Inactive Investor,Todd Heeter,,State Farm VP Management Corp. Grand Rapids MI 2838 E Beltline Ave NE,,,Salesforce
9636050,,Clifford Watkin,,,cwatkin@ipswichfinancial.com,,List import
10858088,Inactive Investor,Shayne Momber,Director - Operations;Financial Advisor;Wealth Advisor,"Arkenstone Financial, LLC",shayne@arkfi.com,,Salesforce
11080268,Inactive Investor,Nicole Cantrill,Associate Financial Advisor,"Northwestern Mutual Investment Services, LLC Boise ID 1111 W Jefferson St",nicole.cantrill@nm.com,,Salesforce
11044687,Inactive Investor,Benjamin Pearman,Financial Advisor,LPL Financial LLC Taylors SC 4324 Wade Hampton Blvd,benjamin.pearman@lpl.com,,Salesforce
11026231,Inactive Investor,Haylie Garrie,Portfolio Manager;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,haylie.garrie@morganstanleypwm.com,,Salesforce
11086175,Inactive Investor,Douglas Burnett,,"VALIC Financial Advisors, Inc. Savannah GA Private Residence",douglas.burnett@valic.com,,Salesforce
10887986,Inactive Investor,Carey Heywood,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
11171323,Inactive Investor,Dana Willard,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dana_willard@vanguard.com,,Salesforce
10505160,,Steve Mark,VP,FC,steven.mark@fmr.com,6173272949,List Import
9587725,,Walter Lohr,,,walter.lohr11@gmail.com,,List import
9586077,,Daniel Reese,,,dreese@averywealth.com,,List import
9600798,,Brett Broyles,,,brett.broyles@thinkingbeyond.com,,List import
11033197,Inactive Investor,Eric Howland,Financial Advisor,LPL Financial LLC Northborough MA Private Residence,eric.howland@lpl.com,,Salesforce
10835102,Inactive Investor,Steven Patronas,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",steven.patronas@rbc.com,,Salesforce
11143937,Inactive Investor,Michael Bianca,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",michael.bianca@ml.com,,Salesforce
10853099,Inactive Investor,Ramin Saeedian,Financial Advisor;Investment Officer;Managing Director;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC Fairfield NJ 700 Us Hwy 46",ramin.saeedian@wellsfargoadvisors.com,,Salesforce
199056,,Hisham Gad,,[Unknown],gadhisham@yahoo.com,,source
10775087,Inactive Investor,John McCloskey,Financial Advisor;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",,,Salesforce
10488156,,Larry Wright,"Family Wealth Director, Private Wealth Advisor, Senior Portfolio Management Director, Senior Vice President - Wealth Management",Morgan Stanley,larry.wright@morganstanley.com,,List Import
173492,,zula Tur,,[Unknown],zulfizar@gmail.com,,
11137906,Inactive Investor,Renee Bilodeau,Wealth Management Associate,Commonwealth Financial Network Glastonbury CT 180 Glastonbury Blvd,rbilodeau@commonwealth.com,,Salesforce
10808574,Inactive Investor,James Campbell,Account Executive,"Hancock Capital Management, Inc.",,,Salesforce
11035269,Inactive Investor,Candace Lieber,Client Associate;Officer,"Wells Fargo Clearing Services, LLC Merrillville IN 8585 Broadway",candace.lieber@wfadvisors.com,,Salesforce
11200517,Inactive Investor,Anthony Scola,,"Osaic Wealth, Inc. Bedford NH 116 S River Rd",,,Salesforce
9547530,,Timothy Moreno,,,tim.moreno@transamerica.com,,List import
10978479,Inactive Investor,Andrew Gary,Financial Advisor,Wolf Group Capital Advisors,agary@thewolfgroup.com,,Salesforce
11209190,Inactive Investor,Kenneth McAdam,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",kenneth.mcadam@wellsfargoadvisors.com,,Salesforce
10928694,Inactive Investor,Sang Kang,,B. Riley Wealth Management Jersey City NJ 30 Montgomery St,,,Salesforce
10769176,Inactive Investor,Ernest Burley,,"Next Financial Group, Inc. Bowie MD 13621 Annapolis Rd",,,Salesforce
9604481,,maggie shao,,,h.shao@att.net,,List import
11200460,Inactive Investor,Peyton Hawkes,,Compound Planning Binghamton NY Private Residence,peyton.hawkes@atomifinancial.com,,Salesforce
9611373,,Caleb Higdon,,,caleb.higdon@bnymellon.com,,List import
11233627,Inactive Investor,Colin O'Higgins,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
10937011,Inactive Investor,Barry Meeks,,"Avantax Investment Services, Inc. Alpharetta GA 11175 Cicero Dr",,,Salesforce
11077208,Inactive Investor,Jarrod Gibson,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,jarrodgibson@statefarm.com,,Salesforce
10615716,,Craig Slosson,,,slossonc@stifel.com,,List Import
5060771,,kas uyt,,,pabare3202@invodua.com,,Web Form Fillout
11189440,Inactive Investor,Arturo Macias Lua,,J.P. Morgan Securities LLC Culver City CA 5670 Sepulveda Blvd,arturo.macias-lua@jpmorgan.com,,Salesforce
11204396,Inactive Investor,Lauren Young,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",lauren.young@equitable.com,,Salesforce
11156213,Inactive Investor,Dennis Bradshaw,Associate Vice President - Investments,Davenport & Company LLC Lynchburg VA 1104 Commerce St,dbradshaw@investdavenport.com,,Salesforce
10773645,Inactive Investor,Dominick Balsamo,,"Wells Fargo Clearing Services, LLC New York NY 767 5th Ave",,,Salesforce
11106691,Inactive Investor,Eric Perlman,Senior Regional Leader,PFS Investments Inc. Ocala FL 226 NE Sanchez Ave,eric.perlman@primerica.com,,Salesforce
11203246,Inactive Investor,Audra Kerr,Investment Associate,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",audra.kerr@rbc.com,,Salesforce
11034519,Inactive Investor,Julie Thomas,,PFS Investments Inc. Owasso OK 14601 E 88th Pl N,julie.thomas@primerica.com,,Salesforce
10806308,Inactive Investor,Mark Greim,,"Ameritas Investment Company, LLC Phoenixville PA 1260 Valley Forge Rd",mark.greim@ameritas.com,,Salesforce
11073371,Inactive Investor,Stephen Pettee,,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",stephen.pettee@wellsfargoadvisors.com,,Salesforce
10831334,Inactive Investor,Stuart Grove,Financial Professional,"MML Investors Services, LLC Hamden CT 2319 Whitney Ave",,,Salesforce
10928590,Inactive Investor,Marcos Reyes,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,marcos.reyes@primerica.com,,Salesforce
10810374,Inactive Investor,Aaron Wauters,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",aaron_wauters@ml.com,,Salesforce
10800625,Inactive Investor,Michelle Owens,Financial Advisor,"Ameriprise Financial Services, LLC Rockville MD 6010 Executive Blvd",michelle.r.owens@ampf.com,,Salesforce
11198183,Inactive Investor,William Fowler,Investment Advisor Representative,Advantage Investment Management Louisville KY 222 E Witherspoon St,billyfowler@aim-rps.com,,Salesforce
11053312,Inactive Investor,Elizabeth Lauer,Financial Advisor,"Ameriprise Financial Services, LLC Reading PA 4641 Pottsville Pike",elizabeth.a.lauer@ampf.com,,Salesforce
348422,,Carl Gordon,Member,Orbimed Advisors Llc,gordonc@orbimed.com,212-739-6400,Manual List Upload
10767733,Inactive Investor,Janice Rathman,Financial Advisor,LPL Financial LLC Orlando FL 13705 International Dr S,janice.rathman@lpl.com,,Salesforce
10868381,Inactive Investor,Joel Palatnik,Managing Director,"LWM Advisory Services, LLC",jp@lwmfl.com,,Salesforce
11163341,Inactive Investor,Kevin Barbosa,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kevin_barbosa@vanguard.com,,Salesforce
10818184,Inactive Investor,Shawn Pelc,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
11055469,Inactive Investor,Dorlis Alferoff,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
10360936,,Sean Attale,,,seanattale@gmail.com,,Web form fillout
10783805,Inactive Investor,Martin Kopach,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",marty.kopach@nm.com,,Salesforce
373536,,peter chua,,[Unknown],pete.khc@gmail.com,,source
11151958,Inactive Investor,Kurt Price,,"American Portfolios Financial Services, Inc. Clairton PA 1179 Desiderio Blvd",kprice@americanportfolios.com,,Salesforce
11079407,Inactive Investor,Jeffrey Studniarz,Financial Advisor,Edward Jones Ashtabula OH 1040 Lake Ave,jeff.studniarz@edwardjones.com,,Salesforce
10838322,Inactive Investor,William Stone,,"Raymond James Financial Services, Inc. Fayetteville GA 101 Devant St",,,Salesforce
10874250,Inactive Investor,Imad Sharan,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Culver City CA 3809 Culver Ctr",imad.sharan@ml.com,,Salesforce
10648603,,Atul Vishwakarma,,,vatul1873@email.com,,Web Form Fillout
11070123,Inactive Investor,Kurt Kempkes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",,,Salesforce
10925113,Inactive Investor,Nicholas Drapeau,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10817741,Inactive Investor,Kathleen Kawczynski,Financial Professional,"MML Investors Services, LLC Sylvania OH 6711 Monroe St",kkawczynski@financialguide.com,,Salesforce
10773777,Inactive Investor,Laura Smith,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",laura.rousseau@wellsfargoadvisors.com,,Salesforce
11134923,Inactive Investor,Dominick Polacco,,PFS Investments Inc. Patchogue NY 475 E Main St,dpolacco@primerica.com,,Salesforce
10494484,,Timothy Dwight,"Investment Advisor Representative, Principal",Fireside Capital Advisors Inc.,tdwight.ftw@gmail.com,,List Import
10970186,Inactive Investor,Bariki Innis,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,bariki.innis@jpmorgan.com,,Salesforce
351042,,Emanuele Arnoldi,Partner,"Sandton Capital Partners, Lp",earnoldi@sandtoncapital.com,212-444-7200,Manual List Upload
10828512,Inactive Investor,Douglas Northrop,,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",douglas.northrop@raymondjames.com,,Salesforce
11196162,Inactive Investor,Kevin Walsh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10825809,Inactive Investor,Alan Myers,Manager;Owner;President;Senior Portfolio Manager,Aerie Capital Management,amyers@aeriecapitalmgmt.com,,Salesforce
10787907,Inactive Investor,Gary Jackson,,"Geneos Wealth Management, Inc. Tulsa OK 7233 S 85th East Ave",,,Salesforce
345150,,Michael Pharr,Partner,Summit Financial Wealth Advisors,mike@summit-financial.com,337-232-1141,Manual List Upload
10800525,Inactive Investor,Mandie Hiznay,,Stonex Securities Inc. Youngstown OH 81 W Mckinley Way,mandie.hiznay@saswealth.com,,Salesforce
11261971,Inactive Investor,Sean Cribbin,,BlackRock,sean.cribbin@blackrock.com,646-231-8697,Warm Lead
11039633,Inactive Investor,Cecilia Warren,,EFG Capital International,,,Salesforce
11103527,Inactive Investor,Dana Peacock,Wealth Advisor,Octavia Wealth Advisors LLC San Diego CA 7676 Hazard Center Dr,dpeacock@octaviawa.com,,Salesforce
205027,,Theo K,,[Unknown],lakis0471@gmail.com,,Organic Search
11075386,Inactive Investor,Andreja Dugacki,,"TIAA-CREF Individual & Institutional Services, LLC Palo Alto CA 535 Cowper St",andy.dugacki@tiaa.org,,Salesforce
9577547,,David Nader,,,david.nader@lfg.com,,List import
10933880,Inactive Investor,James Rush,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,james.rush@primerica.com,,Salesforce
9624912,,Garrett Bloss,,,garrett.bloss@yahoo.com,,List import
99205,,Robert Wynn,"CCO, managing Member",Wynn Capital,rob@wynncap.com,706-869-3451,Manual List Upload
9624014,,Anthony Coindevel,,,anthony.coindevel@gmail.com,,List import
10616251,,Matthew Reynolds,,,matt.reynolds@lpl.com,,List Import
51025,,Mark Hammes,Financial Associate,Thrivent Investment Management Inc.,mark.hammes@thrivent.com,608-630-2680,
9640923,,Paul Cahill,,,ceo@nesssuper.com.au,,List import
374441,,Joseph LoPresti,"President, Owner",Arlington Wealth Management,jl@arlington-capital.com,1-847-670-4030,Manual List Upload
11076755,Inactive Investor,Richard Newman,Founder;Managing Member;Managing Partner,"Lava Wealth Management, LLC",,,Salesforce
10855682,Inactive Investor,Derek Olson,,"Raymond James Financial Services, Inc. Duluth MN 4135 Richard Ave",derek.olson@raymondjames.com,,Salesforce
10805521,Inactive Investor,Penelope Blair,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",penelope.blair@bofa.com,,Salesforce
11095286,Inactive Investor,Daniel Hayes,,J.P. Morgan Securities LLC New York NY 2824 Broadway,daniel.hayes@jpmorgan.com,,Salesforce
10796930,Inactive Investor,Michael Clarke,Co-Founder;Director - Advisor Development;Vice President,Protection Point Advisors Culver City CA 400 Corporate Pointe,mike@protectionpointadvisors.com,,Salesforce
11131363,Inactive Investor,Darin Ahmed,,J.P. Morgan Securities LLC Lake Hiawatha NJ 53 N Beverwyck Rd,darin.ahmed@jpmorgan.com,,Salesforce
11161737,Inactive Investor,Emily Brady,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,emilybrady@statefarm.com,,Salesforce
10494478,,John Fulmer,"Chief Compliance Officer, Regulatory Contact, Vice President","Shelton Wealth Management, LLC",justin@sheltonwealth.com,,List Import
11054596,Inactive Investor,Jeffery Wirth,,"Coordinated Capital Securities, Inc. Mazomanie WI 14 Brodhead St",jeffwirth@ccsreps.com,,Salesforce
11079523,Inactive Investor,Janet Villagomez,,The Huntington Investment Company Burbank IL 7901 S Harlem Ave,janet.villagomez@huntington.com,,Salesforce
9579278,,James Adlam,,,jadlam@massmutual.com,,List import
11031287,Inactive Investor,Richard Poland,,"RBC Capital Markets, LLC",,,Salesforce
11009040,Inactive Investor,Mary Ellen Kivlehan,,Lincoln Investment,mkivlehan@lincolninvestment.com,,Salesforce
11238583,Inactive Investor,Alex Lukesch,,"Madison International Realty Holdings, LLC",alukesch@madisonint.com,,Salesforce
11140776,Inactive Investor,Walter McMahon,Financial Advisor,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",w.mcmahon@wellsfargoadvisors.com,,Salesforce
67587,,Barrie Culver,CFP,LPL Financial,barrie.culver@lpl.com,,
11072388,Inactive Investor,Sandra Starr,,NYLIFE Securities LLC Pensacola FL 125 W Romana St,smstarr@ft.newyorklife.com,,Salesforce
10885603,Inactive Investor,Kathleen Baez,Relationship Manager,LPL Financial LLC San Diego CA 5034 34th St,kathleen.baez@lpl.com,,Salesforce
9604828,,Ramez Faris,,,ramez.fs@hotmail.com,,List import
10656927,,Joshua Alvarez,,,joshuaocampo@primerica.com,,List Import
10487424,,George Morton,"Chief Operating Officer, Private Client Wealth Advisor",Level Four Advisory Services,bmorton@levelfourfinancial.com,,List Import
11040093,Inactive Investor,Eric Nichols,Financial Advisor,Morgan Stanley Troy MI 101 W Big Beaver Rd,,,Salesforce
10621680,,Eugene Martino,,,gmartino@firstrepublic.com,,List import
9566450,,?? ?,,,man851@naver.com,,List import
10826343,Inactive Investor,Alex Jacobs,,"Wells Fargo Clearing Services, LLC Springfield VA 8401 Old Keene Mill Rd",alex.jacobs@wellsfargoadvisors.com,,Salesforce
10922227,Inactive Investor,Jason Smith,Investment Advisor Representative,"Osaic Wealth, Inc. Bennington NE Private Residence",,,Salesforce
44281,,Richard Rubeo,Financial Associate,Thrivent Investment Management Inc.,ric.rubeo@thrivent.com,,
11268738,Active Investor,Jackqueline Mclean,,Jackqueline Mclean,drjackque@gmail.com,2032803559,Salesforce
10990639,Inactive Investor,Robert Laggis,,Cetera Investment Services LLC North Haven CT 127 Washington Ave,robert.laggis@ceterais.com,,Salesforce
10774145,Inactive Investor,Mark Lloyd,Chief Executive Officer;Client Relationship Manager;Owner,The Lloyd Advisory Group,mark@thelloydgroupinc.com,,Salesforce
10884830,Inactive Investor,James Putnam,,"Osaic Wealth, Inc. Fair Oaks CA 7840 Madison Ave",,,Salesforce
10947654,Inactive Investor,Angelina Pratt,,Fidelity Brokerage Services LLC,,,Salesforce
11109658,Inactive Investor,Eleftherios Aris,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",ethan.aris@prudential.com,,Salesforce
10836478,Inactive Investor,Richard Dinh,Portfolio Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,richard.dinh@morganstanley.com,,Salesforce
11009986,Inactive Investor,Nathaniel Hasto,Financial Advisor,LPL Financial LLC Westfield IN 707 E State Road 32,nate.hasto@lpl.com,,Salesforce
10962173,Inactive Investor,David Ediger,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,dlediger@ft.newyorklife.com,,Salesforce
10849976,Inactive Investor,Melissa Osuch,Chief Compliance Officer;Financial Advisor;President,Strategic Advisors of Illinois,mosuch@stratadv.com,,Salesforce
10931867,Inactive Investor,Tammy Hamby,,PFS Investments Inc. Hurricane WV 3526 Teays Valley Rd,tammy.hamby@primerica.com,,Salesforce
11121912,Inactive Investor,Richard Mitchell,Financial Advisor,LPL Financial LLC San Diego CA 11965 Bernardo Plaza Dr,rick.mitchell@lpl.com,,Salesforce
10964096,Inactive Investor,Brittney Yeldell,Financial Advisor,Edward Jones Texarkana AR 4221 Jefferson Ave,brittney.yeldell@edwardjones.com,,Salesforce
9542948,,Zachary lanting,,,zach.lanting@gmail.com,,List import
11144862,Inactive Investor,Porter Cunningham,,"Kestra Investment Services, LLC Oklahoma City OK 12436 Saint Andrews Dr",porter.cunningham@kestrafinancial.com,,Salesforce
156861,,Darren Francis,,[Unknown],operations@contingencyexperts.co.uk,,Organic Search
9562227,,Brian Bonsall,,,brian.bonsall@pnc.com,,List import
9597547,,THOMAS JOSE THOMAS JOSE,,,thomasjosechirayath@gmail.com,,List import
237144,, -,,[[Unknown]],umarusmanromo@gmail.com,,Paid Search
9635212,,Rod Aldridge,,,rod.aldridge@barings.com,,List import
10836217,Inactive Investor,Raymond Ashley,,"Signal Securities, Inc. Granbury TX 4911 Fall Creek Hwy",rashley@signalsecurities.com,,Salesforce
11161123,Inactive Investor,Anthony Brasuell,,"Alexander Capital, L.P.",abrasuell@alexandercapitallp.com,,Salesforce
10831856,Inactive Investor,Thomas Holt,Chief Investment Strategist,"Legacy Advisors, LLC Plymouth Meeting PA 401 Plymouth Rd",rholt@legacyadvice.com,,Salesforce
10770179,Inactive Investor,Christian Cruz,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",christian.f.cruz@ml.com,,Salesforce
10813801,Inactive Investor,Margaret Greer,Portfolio Analyst,"Sage, Rutty & Co., Inc.",,,Salesforce
11254647,Inactive Investor,Mark Tan,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,,,Salesforce
11102533,Inactive Investor,Lori Miller,Financial Planner;Insurance Agent;Wealth Manager,LPL Financial LLC Denver CO 7900 E Union Ave,lori.j.miller@lpl.com,,Salesforce
11079104,Inactive Investor,William McGuirl,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11025542,Inactive Investor,Theodore Fackelman,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,theodore.fackelman@primerica.com,,Salesforce
10646246,,Thomas Octigan,,,thomas.octigan@morganstanley.com,,List Import
11103934,Inactive Investor,Lowell Harris,,LPL Financial LLC Louisville KY 1200 Forest Bridge Rd,lowell.harris@lpl.com,,Salesforce
10861654,Inactive Investor,Timothy Davis,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",timothy.h.davis@bofa.com,,Salesforce
9621643,,JUNSUH CHOI,,,junsuhtop@naver.com,,List import
9614396,,trond erik austevoll,,,teabr1802@hotmail.com,,List import
48520,,Nick Baker,Financial Advisor,Eagle Strategies LLC,njbaker@ft.newyorklife.com,712-737-8023,
10770443,Inactive Investor,Kyle Valdyke,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",kyle.valdyke@ml.com,,Salesforce
9643424,,SIM GEON,,,rokmc1066k@gmail.com,,List import
10616330,,Alyssa Brown,,,alyssa.brown@ml.com,,List Import
10614243,,Rajen Bakshi,Financial Advisor,,rajen.bakshi@wellsfargoadvisors.com,,List Import
209121,,Tania Payne,,[Unknown],taniapayne71@gmail.com,,Webinar
10998254,Inactive Investor,William Bailey,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_bailey@vanguard.com,,Salesforce
9609350,,"Howard Ammons, Jr.",,,psunlc@verizon.net,,List import
11014383,Inactive Investor,Lenard Hendricks,,PFS Investments Inc. Madison WI 2916 Syene Rd,lhendricks@primerica.com,,Salesforce
9582974,,Richard Pileggi,,,richardapileggi@gmail.com,,List import
11001340,Inactive Investor,David Satterwhite,Financial Advisor,Park Avenue Securities LLC Winston Salem NC 2990 Bethesda Pl,david_satterwhite@glic.com,,Salesforce
10618343,,Joseph Hargrove,,,joseph.hargrove@ml.com,,List Import
368152,,Mark Douglass,Owner,,mark@douglasswealth.com,3168548495,Webinar
9636203,,Timothy Wissing,,,twissing@kfg.com,,List import
11039435,Inactive Investor,Yasir Khan,,"Allstate Financial Services, LLC Kingwood TX 1202 Kingwood Dr",yasirkhan@allstate.com,,Salesforce
9625432,,Danny Eliason,,,walkintheline4u2@gmail.com,,List import
10876824,Inactive Investor,Michael Cordak,Chief Compliance Officer;Managing Member;President,"Optimum Wealth Management, LLC",mcordak@optimumwlth.com,,Salesforce
240671,,Patel Nilesh,,[Unknown],npatel@ci.com,,Event
10813864,Inactive Investor,Robert Huntley,Managing Director,North Star Asset Management Inc,rhuntley@northstarinvestments.com,,Salesforce
10800219,Inactive Investor,Gary Keck,Financial Advisor,Morgan Stanley Champaign IL 1806 Fox Dr,gary.keck@morganstanley.com,,Salesforce
11222695,,Hayden Nolder,,,hayden_nolder@troweprice.com,,List Import
9636813,,Luc Leclercq,,,lleclercq@bluebayinvest.com,,List import
10917481,Inactive Investor,Benjamin Klutenkamper,Wealth Consultant,Genex Consulting,ben@genexstl.com,,Salesforce
10849984,Inactive Investor,James Whiteman,Vice President,Commonwealth Financial Network,jwhiteman@cfnmail.com,,Salesforce
10776025,Inactive Investor,Richard Ohanesian,,"Cambridge Investment Research, Inc. Farmington CT 74 Batterson Park Rd",,,Salesforce
9595203,,Mike Galloway,,,411@galloway911.com,,List import
11296880,Inactive Investor,Gianni Falvo,Director of Operations,"MML Investors Services, LLC New York NY 420 Lexington Ave",gfalvo@azurawealth.com,718-879-1712,Salesforce
10907548,Inactive Investor,Nancy Curtin,Senior Wealth Advisor,Commonwealth Financial Network New York NY 25 W 43rd St,ncurtin@commonwealth.com,,Salesforce
11056648,Inactive Investor,Maria Gonzalez,,PFS Investments Inc. North Las Vegas NV 2590 Nature Park Dr,,,Salesforce
9583613,,Carleen Pirro,Senior Vice President,Frost Investment Services,carleen.pirro@frostbank.com,,List import
159699,,Jose Camacho,,[Unknown],camacho.jose@gmail.com,,Organic Search
11136435,Inactive Investor,Richard Swift,Associate,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10899439,Inactive Investor,Amber Nelson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",awatkins@tiaa.org,,Salesforce
10944286,Inactive Investor,Edgar Polanco,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,edgarandrespolanco@primerica.com,,Salesforce
230965,, -,,[[Unknown]],tharindudarshana01@gmail.com,,
10613147,,Mario Milelli,"Senior Financial Advisor, Vice President",,mario_milelli@ml.com,,List Import
10780301,Inactive Investor,Philip Manz,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",phil.manz@wellsfargoadvisors.com,,Salesforce
11000276,Inactive Investor,Riley Flood,,"Northwestern Mutual Investment Services, LLC Roseville CA 2990 Lava Ridge Ct",,,Salesforce
10905612,Inactive Investor,Lucas Beggin,,"Regulus Financial Group, LLC Rockford IL 1617 Temple Ln",,,Salesforce
11163043,Inactive Investor,Ryan Kaysen,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;Owner,Integritas Financial,,,Salesforce
10899139,Inactive Investor,James Hicks,Financial Advisor,Morgan Stanley Newport News VA 701 Town Center Dr,james.hicks@morganstanley.com,,Salesforce
234817,, -,,[[Unknown]],ojukwus766@gmail.com,,Organic Search
10860225,Inactive Investor,Daniela Martinez,Financial Advisor,Edward Jones Clermont FL 140 E Highland Ave,daniela.martinez@edwardjones.com,,Salesforce
11205873,Inactive Investor,Leigh Ann Coon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
156119,,john colligan,,[Unknown],johncolligan@me.com,,Organic Search
11177248,Inactive Investor,James Graham,,LPL Financial LLC Littleton CO 9635 Silverberry Cir,j.m.graham@lpl.com,,Salesforce
10415,,Wendy Chiao,,Angel Capital,wchiao@aol.com,7344751250,
10917519,Inactive Investor,Emma Wessel,,LPL Financial LLC Belleville IL 222 W Pointe Dr,emma.wessel@lpl.com,,Salesforce
11233126,Inactive Investor,Clark Cole,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11087989,Inactive Investor,Andrew Fober,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Falls IA 2813 Terrace Dr",andrew.j.fober@ampf.com,,Salesforce
10868329,Inactive Investor,William Davis,,"Kestra Investment Services, LLC Albuquerque NM 100 Sun Ave NE",william.davis@kestrafinancial.com,,Salesforce
11113983,Inactive Investor,Darin Stevens,Director - Financial Planning Operations,Thrivent Investment Management Inc. Saint Paul MN 939 Old Hwy 8 NW,darin.stevens@thrivent.com,,Salesforce
11186374,Inactive Investor,Kevin Savage,Financial Advisor,LPL Financial LLC Burbank CA 2411 W Olive Ave,kevin.savage@lpl.com,,Salesforce
11003179,Inactive Investor,Greyson Boozer,Financial Consultant,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",greyson.boozer@equitable.com,,Salesforce
11146830,Inactive Investor,William Pettyjohn,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3424 Peachtree Rd NE",bill.pettyjohn@wfafinet.com,,Salesforce
10944924,Inactive Investor,Dustin Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",dustin.a.smith@ml.com,,Salesforce
10928782,Inactive Investor,Aldo Meza,,PFS Investments Inc. El Paso TX 7724 Alameda Ave,aldo.meza@primerica.com,,Salesforce
9575121,,Hattie Moore,,,hamamo@verizon.net,,List import
9585690,,Timothy Schluter,,,t.schluter@fi.com,,List import
10891816,Inactive Investor,Timothy Bane,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9602421,,Amanda Fox,,,afox@miraclemileadvisors.com,,List import
372957,,J. Loy Helm Helm,,[Unknown],loyandkimandmatt@aol.com,,source
10614032,,Larry Gamboa,Financial Advisor,,larry.gamboa@wellsfargoadvisors.com,,List Import
11174179,Inactive Investor,Braden Osten,Financial Advisor,NDVR,braden.osten@ndvr.com,,Salesforce
373399,,arman ghaderi,,[Unknown],armanghaderzade@gmail.com,,source
11186829,Inactive Investor,Joseph Cinseruli,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
6156629,,David Keegan,,None,dkeegan@twcny.rr.com,3157262824,Web Form Fillout
10955062,Inactive Investor,Marla Ramirez Navedo,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11120595,Inactive Investor,Kevin Luebbert,,J.P. Morgan Securities LLC Wentzville MO 1610 Wentzville Pkwy,kevin.luebbert@chase.com,,Salesforce
10926380,Inactive Investor,Nisha Morenas,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
10617795,,William Seibold,,,will.seibold@wfafinet.com,,List Import
10984579,Inactive Investor,Jill Faber,,"Osaic Wealth, Inc. Menomonie WI 394 Red Cedar St",,,Salesforce
10923037,Inactive Investor,Ruthanna Goodman,,LPL Financial LLC Louisville KY 1200 Forest Bridge Rd,ruthanna.goodman@lpl.com,,Salesforce
10881387,Inactive Investor,Thomas Mann,,J.P. Morgan Securities LLC Indialantic FL 503 5th Ave,thomas.j.mann@chase.com,,Salesforce
11209131,Inactive Investor,Yunping Hu,,"Farmers Financial Solutions, LLC Sacramento CA 3461 Fair Oaks Blvd",yhu2@farmersagent.com,,Salesforce
11125977,Inactive Investor,Linda Collins,,State Farm VP Management Corp. Slidell LA 3499 Pontchartrain Dr,,,Salesforce
10769046,Inactive Investor,Paola Tomassini,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",paola.tomassini@bofa.com,,Salesforce
9639030,,Aurelia Schmitt,,,aurelia.schmitt@vpbank.com,,List import
9586932,,Ranjit Kumar,,,ranjitkumar123@gmail.com,,List import
10919473,Inactive Investor,Dennis Novak,,"Horace Mann Investors, Inc. Ballwin MO 960 Kehrs Mill Rd",dennis.novak@horacemann.com,,Salesforce
11115411,Inactive Investor,Rachel Meisenzahl,Financial Advisor,"Raymond James & Associates, Inc. Fort Myers FL 14541 Hope Center Loop",rachel.meisenzahl@raymondjames.com,,Salesforce
10877511,Inactive Investor,Teddy Slate,Financial Advisor;Vice President,"BOK Financial Securities, Inc. Tulsa OK 6505 E 101st St",tslate@bokf.com,,Salesforce
10944819,Inactive Investor,Jane Prugsanapan,Advisor;Investment Advisor Associate,"Centaurus Financial, Inc. Campbell CA Private Residence",jprugsanapan@cfiemail.com,,Salesforce
10647840,,Craig Jacobson,,,craig@roadscapital.com,,List Import
11211967,Inactive Investor,Amanda Giles,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9608421,,Dipesh Bharucha,,,bhuskousa@gmail.com,,List import
11125141,Inactive Investor,Carlos Calderon,,"Wells Fargo Clearing Services, LLC Denton TX 701 S Carroll Blvd",,,Salesforce
11114447,Inactive Investor,Corie English,Customer Service Associate,Morgan Stanley Leawood KS 11161 Overbrook Rd,corie.english@morganstanley.com,,Salesforce
10850259,Inactive Investor,Gail Tway,Director,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,gtway@rwbaird.com,,Salesforce
10510544,,Matt Kissane,ETF Specialist,John Hancock Investment Management,mkissane@jhancock.com,,List Import
10647491,,Michael Warren,,,michael.warren@everwest.com,,List Import
10918344,Inactive Investor,Lynne Laughna,Financial Advisor,Laughna Financial Planning LLC,,,Salesforce
11022795,Inactive Investor,Patricia Hays,,J.P. Morgan Securities LLC South Lyon MI 51967 10 Mile Rd,patricia.hays@jpmorgan.com,,Salesforce
11061489,Inactive Investor,Timothy Carson,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9599976,,Randolph Hardy,,,randy@clune.biz,,List import
246306,,Not Provided,VP Finance,Qeest,patty3walker@gmail.com,,Manual List Upload
10752408,Inactive Investor,Makarios Palios,,"Raymond James Financial Services, Inc. Garden City NY 100 Quentin Roosevelt Blvd",mark.palios@raymondjames.com,,Salesforce
227000,, -,,[Unknown],pkelterborn@gmail.com,,
11032767,Inactive Investor,Leland Breskow,,"U.S. Bancorp Investments, Inc. Nashville TN 333 Commerce St",,,Salesforce
10967307,Inactive Investor,Jose Zepeda,,"Avantax Investment Services, Inc.",,,Salesforce
9599159,,Bryan Kocen,,,bryan@kfginc.com,,List Import
11084778,Inactive Investor,Edwin Akopian,,"American Fidelity Securities, Inc.",edvin.akopian@af-group.com,,Salesforce
202715,,Willie Hiew,,[Unknown],whiew47@gmail.com,16512837446,
9632507,,william Payne,,,wpayne72@gmail.com,,List import
233291,, -,,[[Unknown]],andrewskatz@gmail.com,,Paid Social
11053182,Inactive Investor,Julie Swanson,Member,"Portfolio Design Services, LLC",,,Salesforce
11052953,Inactive Investor,Molly Geary,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",molly.geary@ml.com,,Salesforce
11062547,Inactive Investor,Dallon Henkel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10926332,Inactive Investor,Megan Echele,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
10998858,Inactive Investor,Elizabeth Yousef,,J.P. Morgan Securities LLC Staten Island NY 4385 Amboy Rd,elizabeth.yousef@chase.com,,Salesforce
10903443,Inactive Investor,Olivia Dresbach,Financial Advisor,Edward Jones Chillicothe OH 28 N Mulberry St,olivia.dresbach@edwardjones.com,,Salesforce
11024405,Inactive Investor,Jacob Dupuis,,SECU Brokerage Services Wilkesboro NC 1100 Brushy Mountain Rd,skyler.dupuis@ncsecu.org,,Salesforce
11204585,Inactive Investor,Dominic Dougherty,,"Northwestern Mutual Investment Services, LLC Irving TX 5605 N Macarthur Blvd",dominic.a.dougherty@nm.com,,Salesforce
206065,,Piseth SENG,,"LK Development Co., LTD",piseth.s@hotmail.com,66629789879,Organic Search
10987123,Inactive Investor,Merrill Scherer,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,mhscherer@ft.newyorklife.com,,Salesforce
9574456,,Christopher Stratmoen,,,christopher.stratmoen@53.com,,List import
10613325,,John Rasweiler,"Financial Advisor, Managing Director - Wealth Management",,john.rasweiler@ubs.com,,List Import
9573665,,Aneesh Deshpande,,,adeshpande@klsdiversified.com,,List import
10966881,Inactive Investor,Benjamin Bretz,Chief Financial Officer,Twin Rivers Trading and Investment Group,benbretz@trtig.com,,Salesforce
373683,,surendranadh nalluri,,[Unknown],nadh001@gmail.com,,source
10510648,,Nicole Serrette,Principal,Nasdaq,nicole.serrette@nasdaq.com,,List Import
10938592,Inactive Investor,Anthony Frangella,,"Osaic Wealth, Inc. Orland Park IL 16620 107th St",,,Salesforce
11116013,Inactive Investor,Patrick Macgrath,,"Osaic Wealth, Inc. Appleton WI 5733 W Grande Market Dr",,,Salesforce
248650,,Lukas Rabensteiner,Student,Student,rl6106@mci4me.at,,Manual List Upload
11136896,Inactive Investor,Kathleen Hill,,"Haverford Trust Securities, Inc.",,,Salesforce
10921831,Inactive Investor,Jared Van Guilder,,"Ameriprise Financial Services, LLC North Canton OH 5399 Lauby Rd",jared.vanguilder@ampf.com,,Salesforce
1001547,Inactive Investor,Alex Vaz,,ICONIQ,alex@iconiqcapital.com,,
9625092,,Keith Olson,,,kolson8888@gmail.com,,List import
10918927,Inactive Investor,David Kessler,,State Farm VP Management Corp. Troy MO 92 Professional Pkwy,,,Salesforce
11004926,Inactive Investor,Hon Chan,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,hmchan@ft.newyorklife.com,,Salesforce
9623999,,Tiffany Hayden,,,tiffanyhaydenbtc@gmail.com,,List import
10929215,Inactive Investor,Edwin Abrams,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",eabrams@financialguide.com,,Salesforce
9565358,,Wilmot Lee,Financial Advisor,,bill.lee@raymondjames.com,,List import
10959728,Inactive Investor,Alyssa Gonzales,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
10952519,Inactive Investor,Edgar Hernandez,,J.P. Morgan Securities LLC Los Angeles CA 1550 Westwood Blvd,edgar.hernandez@jpmorgan.com,,Salesforce
10999153,Inactive Investor,William Hecklick,,Cetera Advisors LLC Monongahela PA 600 Park Ave,,,Salesforce
10933171,Inactive Investor,James Sugden,Financial Professional,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",jamessugden@financialguide.com,,Salesforce
242868,,Richard Chimelewski,Financial Consultant,1st Summit Bank,rchimelewski@1stsummit.bank,,Manual List Upload
231182,, -,,[[Unknown]],elhiley31@gmail.com,,Paid Search
10814134,Inactive Investor,Jarett Liddicoat,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",jarett_liddicoat@ml.com,,Salesforce
11142848,Inactive Investor,Kathyleen Madison,Client Service Specialist,"Ameriprise Financial Services, LLC Peoria AZ 7992 W Thunderbird Rd",kathyleen.madison@ampf.com,,Salesforce
10786282,Inactive Investor,Christine Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,christine.smith@fidelity.com,,Salesforce
11238110,Inactive Investor,Prabhas Panigrahi,,Siguler Guff Advisers LLC,ppanigrahi@sigulerguff.com,,Salesforce
10883975,Inactive Investor,Drew Witchousky,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,drew.witchousky@jpmorgan.com,,Salesforce
11107161,Inactive Investor,Puja Aggarwal,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,puja.aggarwal@fidelity.com,,Salesforce
11121219,Inactive Investor,Robert Moss,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Fenton MO 700 Gravois Rd",robby.moss@usbank.com,,Salesforce
9634340,,Joonas Järvinen,,,jjarvinen@prasos.fi,,List import
10976874,Inactive Investor,Sapphire Jensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11168750,Inactive Investor,Nichelle Davis,Financial Advisor,Edward Jones Haslet TX 590 FM 156 S,nichelle.davis@edwardjones.com,,Salesforce
10864283,Inactive Investor,Frank Ro,,LPL Financial LLC Palos Verdes Peninsula CA 34 Rollingwood Dr,frank.ro@lpl.com,,Salesforce
10930563,Inactive Investor,Jeffrey Matchett,,"Osaic Wealth, Inc. Mentor OH 7402 Center St",,,Salesforce
10924237,Inactive Investor,Peter Striano,,LPL Financial LLC Little Falls NJ 48 Notch Rd,peter.striano@lpl.com,,Salesforce
10984140,Inactive Investor,Joseph Wuenschell,Chief Compliance Officer;Managing Member,Wuenschell Financial Services LLC Cranberry Twp PA 705 Es Farms Dr,,,Salesforce
10960542,Inactive Investor,Grant Bowler,,PFS Investments Inc. Saint George UT 4617 S Pioneer Rd,gbowler@primerica.com,,Salesforce
10927218,Inactive Investor,Thomas Chalk,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10984964,Inactive Investor,Amanda Hightower,,Cetera Advisor Networks LLC Addison TX 14135 Midway Rd,,,Salesforce
11209080,Inactive Investor,Eric Schaefer,Principal;Senior Wealth Advisor,"Evermay Wealth Management, LLC",eschaefer@evermaywealth.com,,Salesforce
11148973,Inactive Investor,Vannesa Schuepfer,,"Wells Fargo Clearing Services, LLC Houston TX 17317 North Fwy",,,Salesforce
10972761,Inactive Investor,Brianna Chalek,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11104359,Inactive Investor,Sara Bravo,Registered Client Service Associate,"Raymond James & Associates, Inc. Dallas TX 200 Crescent Ct",sara.bravo@raymondjames.com,,Salesforce
10488381,,John Garcia,,"Concurrent Investment Advisors, LLC",jgarcia@wealthpartnersalliance.com,,List Import
11097534,Inactive Investor,Maco Fowlkes,Principal;Secretary;Vice President,Branson Fowlkes & Co Inc,mfowlkes@bransonfowlkes.com,,Salesforce
10818987,Inactive Investor,Lucas Vascocu,Financial Advisor,Edward Jones West Monroe LA 4920 Cypress St,lucas.vascocu@edwardjones.com,,Salesforce
10872365,Inactive Investor,Gregory Flick,Financial Advisor,"CUSO Financial Services, L.P. Clayton OH 950 Union Rd",,,Salesforce
10934455,Inactive Investor,David Withee,Vice President,J.P. Morgan Securities LLC Orlando FL 450 S Orange Ave,david.withee@jpmorgan.com,,Salesforce
10901104,Inactive Investor,Michael Bergner,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11210051,Inactive Investor,Desiree Berger,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11008198,Inactive Investor,Shannon Branstetter,,MWA Financial Services Inc. Marion OH 1992 Zwayer Dr,shannon.branstetter@mwarep.org,,Salesforce
9646702,,Doug Bailey,,,septhaka@gmail.com,,List import
9561772,,Ana Leonor Oliveira,,,a.leonor.a.oliveira@hotmail.com,,List import
48278,,Mary Hayes,"Managing Director, Portfolio Manager, Wealth Manager","First Republic Investment Management, Inc.",mhayes@firstrepublic.com,212-459-9000,
10794645,Inactive Investor,Todd Mills,Senior Investment Advisor;Vice President,TD Private Client Wealth LLC Portsmouth NH 333 State St,todd.mills@td.com,,Salesforce
10973603,Inactive Investor,Austin David,,"Lion Street Financial, LLC Wichita KS 8100 E 22nd St N",,,Salesforce
10798031,Inactive Investor,Jaime Barnes,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raynham MA 180 Paramount Dr",jaime.t.vanbiljon@ampf.com,,Salesforce
233108,,Walters -,,Walters [[Unknown]],waltersf@hotmail.com,,Content
10619334,,Julia Karasik,,,julia.karasik@morganstanley.com,,List Import
213818,,Richard Murphy,,[Unknown],rmurphy330@yahoo.com,,Advertising
11174692,Inactive Investor,Eric Nielsen,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11007080,Inactive Investor,Jonathan Dech,Financial Representative,MWA Financial Services Inc. Mansfield OH 993 Lexington Ave,jonathan.dech@modern-woodmen.org,,Salesforce
11217776,,Erol Ertumen,,,erol.ertumen@ml.com,,List Import
11150150,Inactive Investor,Shawn Macfarlan,Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,shawn.macfarlan@ubs.com,,Salesforce
237032,, -,,[[Unknown]],ntybor@att.net,,
10929518,Inactive Investor,Michael Winter,Financial Advisor,Edward Jones De Pere WI 435 N Broadway,michael.winter@edwardjones.com,,Salesforce
9581469,,Daniel Mcenroe,,,dmcenroe@azimuthcap.com,,List import
10619826,,Benjamin Pahl,,,ben@libertyoneim.com,,List Import
10993305,Inactive Investor,Danika Williams,,"U.S. Bancorp Investments, Inc. Benton IL 701 Public Sq",,,Salesforce
10918801,Inactive Investor,Katie Helmstadter,Financial Advisor,Edward Jones Antigo WI 217 State Hwy 64,katie.helmstadter@edwardjones.com,,Salesforce
11172254,Inactive Investor,Charles Song,Chief Investment Officer;Executive Vice President,Tishman Capital Partners,csong@tishman.com,,Salesforce
9577864,,Kendrick Brown,,,brownkendrick12@gmail.com,,List import
352909,,Ola Balogun,CIO,Tangerine,okonurse@gmail.com,,Event
10912281,Inactive Investor,Mark Behrens,Financial Planner;Principal,LPL Financial LLC Oswego IL 5 E Washington St,mark.behrens@lpl.com,,Salesforce
10724661,,Michael Lytle,,,michael.lytle@stonex.com,,Web Form Fillout
237897,,Cesar Montemayor -,,Cesar Montemayor [[Unknown]],benchpm@yahoo.com,,Content
232811,, -,,[Unknown],lagoldenberg@gmail.com,,
10956929,Inactive Investor,Alexander Winch,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10612155,,Patrick Dowden,Financial Advisor,,patrick.dowden@raymondjames.com,,List Import
10858636,Inactive Investor,Gertrude Quinto,,"Cambridge Investment Research, Inc. Williamsburg VA 333 McLaws Cir",,,Salesforce
10801633,Inactive Investor,Timothy Rennicke,Wealth Advisor,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,timothy.rennicke@thrivent.com,,Salesforce
11055295,Inactive Investor,Baylis Jadamec,,"Equity Services, Inc. Marlton NJ 1108 Barclay Blvd",bjadamec@nationallife.com,,Salesforce
9568145,,Anthony Corrao,,,acorrao@manhattanridge.com,,List import
10635314,,Caroline Wilson,,,wilsonc@stifel.com,,List Import
11070530,Inactive Investor,Jonathan Rodriguez,,J.P. Morgan Securities LLC Fairfield CT 2272 Black Rock Tpke,,,Salesforce
7911616,,Vincent Amaje,,,Vinceojone@gmail.com,,Web form fillout
11019396,Inactive Investor,Matthew Olver,Client Advisor;Partner,Cerity Partners LLC Cleveland OH 50 Public Sq,molver@ceritypartners.com,,Salesforce
11130446,Inactive Investor,Donald Tinnin,,Cetera Advisor Networks LLC Saint Louis MO 11600 Manchester Rd,dtinnin@ceteranetworks.com,,Salesforce
11191327,Inactive Investor,Jacob Jaacks,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,jacob.jaacks@morganstanley.com,,Salesforce
10775799,Inactive Investor,Thomas Farrington,Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,thomas.farrington@morganstanley.com,,Salesforce
10956077,Inactive Investor,Manuel Rojas,,"Wells Fargo Clearing Services, LLC Orange CA 892 N Tustin St",,,Salesforce
11143762,Inactive Investor,James Hunter,Financial Advisor,"Osaic Institutions, Inc. Westport CT 20 Compo Rd S",jhunter@infinexgroup.com,,Salesforce
10909296,Inactive Investor,James Parsons,Financial Services Representative,"MML Investors Services, LLC Naples FL 999 Vanderbilt Beach Rd",,,Salesforce
10860965,Inactive Investor,John Yates,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Leawood KS 7015 College Blvd",john.yates@mutualofomaha.com,,Salesforce
11042430,Inactive Investor,Jovantae Brandon,,J.P. Morgan Securities LLC Whitehall OH 4660 E Main St,jovantae.brandon@jpmorgan.com,,Salesforce
11107998,Inactive Investor,Leon Malnik,Chief Compliance Officer;Managing Member,"Malnik Wealth Management, LLC",lmalnik@malnikwealthmgmt.com,,Salesforce
11069727,Inactive Investor,Edward Kennedy,,"Roberts & Ryan, Inc. Rockville Centre NY 55 Maple Ave",,,Salesforce
9602513,,Jacob Pettersson,,,jacobpettersson1989@hotmail.se,,List import
11146939,Inactive Investor,Steven Yap,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,stevenyap@statefarm.com,,Salesforce
9563457,,Richard Hackett,,,rich.hackett@voya.com,,List import
10957386,Inactive Investor,Antonio Andrade,Owner,"Antonio Andrade, CFP",,,Salesforce
11115309,Inactive Investor,Chelsea Kavanaugh,Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,chelsea.kavanaugh@ubs.com,,Salesforce
10759116,Inactive Investor,Ruth Shrader,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",ruth_shrader@ml.com,,Salesforce
9645609,,Bach Nguyen,,,b4ch.nguy3n@gmail.com,,List import
11103738,Inactive Investor,Ronald Eppler,,&Partners Ann Arbor MI 455 E Eisenhower Pkwy,,,Salesforce
11192039,Inactive Investor,Samuel Dingus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,samuel.dingus@fidelity.com,,Salesforce
11184230,Inactive Investor,Ashley Nader,Client Associate,UBS Financial Services Inc. Roanoke VA 10 S Jefferson St,ashley.nader@ubs.com,,Salesforce
10789817,Inactive Investor,Daniel McCarthy,Financial Advisor,"MML Investors Services, LLC Louisville TN 2519 Topside Rd",dgmccarthy@financialguide.com,,Salesforce
10646693,,Patrick Mullins,,,patrick.s.mullins@wellsfargo.com,,List Import
28555,,Daniel Glowinsky,,United States,glowdr@aol.com,,source
10988641,Inactive Investor,Daniel Schmitz,Wealth Manager,Creative Planning,daniel.schmitz@creativeplanning.com,,Salesforce
11163531,Inactive Investor,Eric Bailey,Financial Planner,"Osaic FA, Inc. Silver Spring MD 8403 Colesville Rd",eric.bailey@lfg.com,,Salesforce
10923988,Inactive Investor,Sean Knapp,,LPL Financial LLC Pittsburgh PA 1360 Old Freeport Rd,sean.knapp@lpl.com,,Salesforce
11025551,Inactive Investor,Craig Lebouef,Chief Compliance Officer;Partner,"Going, Sebastien, Fisher & Lebouef, LLP",,,Salesforce
10895021,Inactive Investor,Jason Rhodes,Financial Advisor;Financial Representative;Principal,"Principal Securities, Inc. Sewickley PA 2100 Georgetown Dr",rhodes.jason@principal.com,,Salesforce
10906973,Inactive Investor,Michael Becerra,,J.P. Morgan Securities LLC Los Angeles CA 300 S Grand Ave,,,Salesforce
10964859,Inactive Investor,Christopher Capuzzo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10933906,Inactive Investor,Samantha Woodin,,PFS Investments Inc. Sugar Grove PA 12A Main St,spaith@primerica.com,,Salesforce
10870540,Inactive Investor,Karen Clayton,Financial Advisor,Edward Jones Bradenton FL 11053 Gatewood Dr,karen.clayton@edwardjones.com,,Salesforce
11000035,Inactive Investor,Megan Dye,Paraplanner,"Ameriprise Financial Services, LLC Sacramento CA 4600 Duckhorn Dr",megan.l.dye@ampf.com,,Salesforce
9612763,,Xining Li,,,xininglica@gmail.com,,List import
245210,,Leo Nolan,Emerging Account Executive,Riskalyze,lnolan@riskalyze.com,12035812701,Manual List Upload
11086955,Inactive Investor,Andrew Mall,,"Robinhood Financial, LLC",,,Salesforce
11097294,Inactive Investor,James Delaura,,"Raymond James Financial Services, Inc. Melbourne FL 8085 Spyglass Hill Rd",james.delaura@raymondjames.com,,Salesforce
10781493,Inactive Investor,Michael Rudelson,,"Kestra Investment Services, LLC Houston TX 2323 S Shepherd Dr",mrudelson@nfp.com,,Salesforce
11194104,Inactive Investor,Tammy Long,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10959296,Inactive Investor,Daniel Zimmerman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,daniel.zimmerman@fmr.com,,Salesforce
9543517,,Anand+Prameet Sirisachdecha,,,apmoonmission@gmail.com,,List import
371417,,Nick Marshall,,N/A,nick@mypost.co.uk,7799060555,Google Natural Search
9616638,,Aaron Chester,,,chesteraaron@gmail.com,,List import
11012216,Inactive Investor,Eliezer Vega Garcia,,"Hennion & Walsh, Inc. Boca Raton FL 777 NW 51st St",,,Salesforce
11043700,Inactive Investor,Xiangyuan Han,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,xiangyuan.han@jpmorgan.com,,Salesforce
10794449,Inactive Investor,Julee Mott,,LPL Financial LLC Hudson OH 89 1 St St,julee.mott@lpl.com,,Salesforce
11234870,Inactive Investor,Rene Decharon,Financial Advisor;Financial Planner;Investment Advisor,"American Money Management, LLC",rdecharon@amminvest.com,,Salesforce
11232401,Inactive Investor,Samuel Stair,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,sstair@primerica.com,,Salesforce
11208641,Inactive Investor,Dorcity Phipps,Financial Professional,PlanMember Securities Corporation Duarte CA Private Residence,dphipps@planmembersec.com,,Salesforce
10835044,Inactive Investor,Francis DiVito,Senior Vice President - Wealth Management,UBS Financial Services Inc. Ponte Vedra Beach FL 816 Hwy A1a N,francis.divito@ubs.com,,Salesforce
11018175,Inactive Investor,James Miller,Financial Advisor;Vice President,Morgan Stanley Norwell MA 141 Longwater Dr,,,Salesforce
347509,,Raymond Ix,Senior Vice President,Mount Lucas Management Lp,rei@mtlucas.com,267-759-3500,Manual List Upload
10840580,Inactive Investor,Tia Peace,Client Associate,UBS Financial Services Inc. Johnson City TN 214 E Mountcastle Dr,,,Salesforce
10760261,Inactive Investor,Michael Fish,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",michael_fish@ml.com,,Salesforce
223635,,Nyanzi Lincoln,Financial Advisor,ICEA Lion Group,nyanzilincoln@gmail.com,,Organic Search
10778472,Inactive Investor,Diane Galvin,Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,diane.galvin@ubs.com,,Salesforce
351574,,Evan Welle,"Trading, Research Associate",Tealwood Asset Management,ewelle@tealwood.com,612-340-0181,Manual List Upload
10613471,,Steven Horky,"Financial Advisor, Senior Vice President - Wealth Management",,steven.horky@ubs.com,,List Import
10615262,,Stephen Peet,"Financial Advisor, Portfolio Management Director, Senior Vice President",,stephen.peet@morganstanley.com,,List Import
11206969,Inactive Investor,Michael Kupferman,,"Landolt Securities, Inc.",michael.kupferman@landoltsecurities.com,,Salesforce
9605520,,Walter Kadar,,,walter.kadar@bluewin.ch,,List import
9587839,,Nesil OZER,,,ozernesil@hotmail.com,,List import
10993978,Inactive Investor,Andrew Mischke,,"Wells Fargo Clearing Services, LLC Lynnwood WA 4325 198th St SW",,,Salesforce
10856731,Inactive Investor,Michael Braddy,,Cetera Advisor Networks LLC Minneapolis MN 2183 Northdale Blvd NW,,,Salesforce
11223761,,Eli Schechter,,,official.business.eli@gmail.com,9524522616,Web Form Fillout
11062974,Inactive Investor,Janey Kegley,Advisory Consultant;Vice President,"Osaic Wealth, Inc.",,,Salesforce
10993154,Inactive Investor,Hailey Sena,,J.P. Morgan Securities LLC Lafayette CO 1426 N 95th St,hailey.sena@jpmorgan.com,,Salesforce
11116593,Inactive Investor,Anke Patel,,Goldman Sachs & Co.,,,Salesforce
11199138,Inactive Investor,Rafael Madrigal,,"Brokers International Financial Services, LLC. Saint Louis MO 1065 Executive Pkwy Dr",rmadrigal@brokersifs.com,,Salesforce
166398,,hanks wang,,[Unknown],hankxw@gmail.com,,Paid Social
11086927,Inactive Investor,Scott Hanson,,"Regulus Financial Group, LLC Brookfield WI Private Residence",,,Salesforce
11188038,Inactive Investor,Paul Hansell,Financial Advisor,Edward Jones Monroe Township NJ 1 Rossmoor Dr,paul.hansell@edwardjones.com,,Salesforce
11076056,Inactive Investor,Stephen Kinsella,Chief Compliance Officer;Chief Financial Officer;Member;Vice President,Montgomery Capital Advisors LLC,steve@montcapital.net,,Salesforce
5268734,,Harry Bennett,,,harrybennett67@gmail.com,,Web Form Fillout
11005113,Inactive Investor,Corinna Teng,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,corinna.teng@fmr.com,,Salesforce
10887531,Inactive Investor,William Scott,Founder;Managing Member;President,"Scott and Associates of Texas, Inc.",william@scottandassociatesoftexas.com,,Salesforce
10942949,Inactive Investor,Lorraine Zenge,,Country Capital Management Company,lorraine.zenge@countryfinancial.com,,Salesforce
10776444,Inactive Investor,Roya Cole,Managing Director;Portfolio Management Director;Wealth Advisor,Morgan Stanley Newport Beach CA 800 Newport Center Dr,roya.cole-tomlinson@morganstanley.com,,Salesforce
10996126,Inactive Investor,Andrew Levenson,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,ajlevenson@ft.newyorklife.com,,Salesforce
11029514,Inactive Investor,Brian Pinto,Financial Advisor,"Ameriprise Financial Services, LLC Westlake OH 1991 Crocker Rd",brian.l.pinto@ampf.com,,Salesforce
10888689,Inactive Investor,Parviz Pourfarid,Vice President - Investments,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",ppourfarid@wisdirect.com,,Salesforce
9629055,,Ro Re,,,rodrigorenedocorral@gmail.com,,List import
10855085,Inactive Investor,Cole Schmelzer,,LPL Financial LLC Dubuque IA 3299 Hillcrest Rd,cole.schmelzer@lpl.com,,Salesforce
10784560,Inactive Investor,Deborah Scesney,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",deborah.scesney@bofa.com,,Salesforce
11007914,Inactive Investor,Sen Qiao,,J.P. Morgan Securities LLC Irvine CA 17585 Harvard Ave,sen.qiao@jpmorgan.com,,Salesforce
10619424,,Venkat Raman,,,venkat.raman@morganstanley.com,,List Import
11099927,Inactive Investor,Thomas Sawyer,Chief Compliance Officer;Managing Partner;Member,"Sawyer Falduto Asset Management, LLC",,,Salesforce
10847109,Inactive Investor,Gregory Rogers,Chief Operating Officer;President;Principal;Regulatory Contact,Cannon Beach Financial Advisors Brookline MA 1330 Beacon St,,,Salesforce
11059162,Inactive Investor,Michael Brackett,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_brackett@vanguard.com,,Salesforce
9590461,,Rohan Oza,,,rohan@cavuventures.com,,List import
11018811,Inactive Investor,Erin Carr,Client Service Associate;Executive Director,Morgan Stanley Boston MA 28 State St,erin.e.carr@morganstanley.com,,Salesforce
10932551,Inactive Investor,Matthew Rang,,"OneAmerica Securities, Inc. Rome City IN Private Residence",matthew.rang@oasecurities.com,,Salesforce
10786721,Inactive Investor,Paul Mitchell,Chief Compliance Officer;Chief Financial Officer;Director;Treasurer,First State Investment Advisors Inc,paul@firststate-ok.com,,Salesforce
10986619,Inactive Investor,Kyla Araya,Private Client Advisor,J.P. Morgan Securities LLC Scottsdale AZ 7345 E McDowell Rd,kyla.araya@jpmorgan.com,,Salesforce
11105844,Inactive Investor,Laura Saborio,Financial Advisor,UBS Financial Services Inc. New London CT 2 Union Plz,laura.saborio@ubs.com,,Salesforce
10955402,Inactive Investor,Brendan Mehler,,Vanguard Marketing Corporation,brendan_mehler@vanguard.com,,Salesforce
10883094,Inactive Investor,Yana Galukhina,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
9633081,,Mahammed Hassan,,,moehassan35@gmail.com,,List import
10510629,,Quan Dalton,Equity Trader,LPL Financial,quan1.huynh@gmail.com,,List Import
11087352,Inactive Investor,Justin Hunter,Co-Founder;Partner,Ridgewood Wealth Management LLC,,,Salesforce
9583958,,Jeffrey Muthig,,,jeffmuthig@synovus.com,,List import
10775499,Inactive Investor,Mark Rufenacht,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",mrufenacht@ampf.com,,Salesforce
9631492,,Sujuri Par,,,sujuri188@gmail.com,,List import
9632390,,Shuo Liu,,,shuoliu77@gmail.com,,List import
11199864,Inactive Investor,Maureen James,Wealth Management Advisor,"Apollon Financial, LLC Downers Grove IL 2001 Butterfield Rd",,,Salesforce
1921220,,Bodo Schaffeld,,,bodo@schaffeld.info,,
10487341,,Blake Paul,"Financial Advisor, First Vice President - Wealth Management",UBS Financial Services Inc.,blake.paul@ubs.com,,List Import
11218443,,Eliana Winograd,,,eliana.winograd@jpmorgan.com,,List Import
11058485,Inactive Investor,Rebecca Gatlin,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11096728,Inactive Investor,Jeffrey St Gelais,,Cetera Advisor Networks LLC Colorado Springs CO 7222 Commerce Center Dr,,,Salesforce
11013101,Inactive Investor,Christopher Patterson,,Country Capital Management Company Genoa IL 305 W Main St,christopher.patterson@countryfinancial.com,,Salesforce
11051384,Inactive Investor,Amir Saleh,,Perella Weinberg Partners LP San Francisco CA 1 California St,asaleh@pwpartners.com,,Salesforce
10613418,,Matthew Saum,Financial Advisor,,matthew.saum@ml.com,,List Import
11209032,Inactive Investor,Richard Petersen,,"Farmers Financial Solutions, LLC Erie CO 526 Briggs St",dpetersen1@farmersagent.com,,Salesforce
10947364,Inactive Investor,Jack Tamez,Senior Research Analyst,BirdRock Wealth,jack@birdrockam.com,,Salesforce
11177680,Inactive Investor,Frank Almendarez,,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,frank.almendarez@morganstanley.com,,Salesforce
197857,,Hicham MORSILI,,France,hicham.morsili@gmail.com,,
10662054,,Anthony Davis,,,tdavis@lindenllc.com,,List import
10996106,Inactive Investor,Steven Solecki,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",,,Salesforce
11238132,Inactive Investor,Adam Domanico,,Siguler Guff Advisers LLC,adomanico@sigulerguff.com,,Salesforce
11205989,Inactive Investor,Phillip Closuit,Senior Vice President,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",phil.closuit@raymondjames.com,,Salesforce
10999641,Inactive Investor,Miguel Luna,,J.P. Morgan Securities LLC Little Neck NY 25234 Northern Blvd,,,Salesforce
10994436,Inactive Investor,Sarah Diffenderfer,Financial Advisor,"Osaic Wealth, Inc. Louisville KY 325 W Main St",,,Salesforce
9645515,,shane wallace,,,ku.hawks69@gmail.com,,List import
11090138,Inactive Investor,Fulton Wood,Owner,Mobjack Investments,,,Salesforce
9612944,,Nathan Kush,,,nathan.kush@nb.com,,List import
9616163,,Krueger Ryan,,,ryan@freedomdaysolutions.com,,List import
11019716,Inactive Investor,Michelle Bekkala,Associate Representative,Thrivent Investment Management Inc. Hutchinson MN 116 Main St S,michelle.bekkala@thrivent.com,,Salesforce
9634461,,Morgan Pierce,,,mpierce@chirhollc.com,,List import
220763,,Thomas Rose,,[Unknown],trose@3iq.ca,,Direct
11058974,Inactive Investor,Maynard Neff,Financial Advisor,LPL Financial LLC Lemoyne PA 645 N 12th St,mwayne.neff@lpl.com,,Salesforce
9644311,,Martin Maroney,,,martin_maroney77@hotmail.com,,List import
11031719,Inactive Investor,Evan Richards,,"Empower Financial Services, Inc Omaha NE 1123 S 80th St",evan.richards@empower.com,,Salesforce
9561759,,Gene Griffin,,,gene.griffin@cfdinvestments.com,,List import
10987784,Inactive Investor,Kyle Burns,,"Raymond James Financial Services, Inc. Columbus OH 3100 Tremont Rd",kyle.burns@raymondjames.com,,Salesforce
11005285,Inactive Investor,Troy Huskey,Financial Advisor,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",troy.huskey@equitable.com,,Salesforce
10843853,Inactive Investor,Elaine Pugh,Office Manager;Secretary;Vice President,"Insight Wealth Management, Inc.",,,Salesforce
9549148,,Jay Laroa,,,jaykurtlaroa@gmail.com,,List import
11165353,Inactive Investor,Michael McCormick,,"Osaic Wealth, Inc. Saint Petersburg FL 6414 1st Ave N",,,Salesforce
10619100,,Kevin Green,,,kevin.h.green@morganstanley.com,,List Import
237094,, -,,[[Unknown]],280440005@qq.com,,Organic Search
11029956,Inactive Investor,Jessica Yohn,Client Relationship Manager;Operations Manager,"Ameriprise Financial Services, LLC De Pere WI 721 Main Ave",jessica.yohn@ampf.com,,Salesforce
11206702,Inactive Investor,Robert Kornemann,Financial Advisor,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",bayley.kornemann@raymondjames.com,,Salesforce
10987451,Inactive Investor,Delaszo Smith,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",,,Salesforce
11066617,Inactive Investor,Patricia Redling,,"American Portfolios Financial Services, Inc. Parsippany NJ 90 E Halsey Rd",predling@americanportfolios.com,,Salesforce
9619583,,Hiram Hamilton,,,hiram.hamilton@gmail.com,,List import
11204580,Inactive Investor,Kevin Krym,,"Raymond James Financial Services, Inc. Livonia MI 39111 6 Mile Rd",kevin.krym@raymondjames.com,,Salesforce
372270,,Carol Naughty,,United States,yaoping.yin0227@gmail.com,,Salesforce
11011210,Inactive Investor,Tammi Reinders,,"Centaurus Financial, Inc. Los Alamitos CA 3433 Cerritos Ave",,,Salesforce
10876241,Inactive Investor,James Nicholson,Financial Advisor,Edward Jones Poplar Bluff MO 702 W Pine St,jimmy.nicholson@edwardjones.com,,Salesforce
10797588,Inactive Investor,Brandon York,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",brandon.york@rbc.com,,Salesforce
10659080,,Thomas Robson,,,tom.robson@benjaminfedwards.com,,List Import
10850797,Inactive Investor,Benjamin Fisher,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9621232,,David Morgenroth,,,djm1008@msn.com,,List import
10939401,Inactive Investor,Diane Buchanan,,"Prospera Financial Services, Inc. Peoria IL 7206 N Terra Vista Dr",diane.buchanan@prosperafinancial.com,,Salesforce
10989612,Inactive Investor,Neha Mathur,,"Wells Fargo Clearing Services, LLC Tucson AZ 5740 N Swan Rd",,,Salesforce
11042176,Inactive Investor,Eli Eddy,Financial Advisor,"Osaic Wealth, Inc. Ann Arbor MI 1310 S Main St",,,Salesforce
10790449,Inactive Investor,Sherman Bruchansky,,"MML Investors Services, LLC Marlton NJ Private Residence",sbruchansky@massmutual.com,,Salesforce
10820257,Inactive Investor,Sonia Tyagi-Harrison,Senior Client Associate,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,sonia.tyagiharrison@ubs.com,,Salesforce
11089162,Inactive Investor,William Conti,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,william.conti@ubs.com,,Salesforce
11020667,Inactive Investor,Sean Michael O'Brien,,J.P. Morgan Securities LLC Allen TX 908 W McDermott Dr,sean-michael.o-brien@jpmorgan.com,,Salesforce
10818664,Inactive Investor,Matthew Chamberlin,Financial Advisor,"Ameriprise Financial Services, LLC Jericho NY 500 N Broadway",matthew.chamberlin@ampf.com,,Salesforce
10760822,Inactive Investor,John Blakley,Associate Vice President;Branch Manager;Financial Advisor,Morgan Stanley Greensboro NC 300 N Greene St,john.r.blakley@morganstanley.com,,Salesforce
10754415,Inactive Investor,Jeffrey Roberts,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,groberts@rwbaird.com,,Salesforce
75526,,Eric Beaderstadt,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,eric.beaderstadt@thrivent.com,847-358-8448,
335446,,Matt Figueroa,"Partner, Managing Director","Pinnacle Peak Private Client Group, Llc",matt@pinpeakpcg.com,480-771-4301,Manual List Upload
11043499,Inactive Investor,Maricela Villa Hernandez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bell Gardens CA 6312 Atlantic Ave",,,Salesforce
11073565,Inactive Investor,Jill Bowman,,Key Investment Services LLC Rochester NY 2255 E Ridge Rd,jill.bowman@key.com,,Salesforce
10766370,Inactive Investor,Laura Farrelly,Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",laura.farrelly@ml.com,,Salesforce
1001805,Inactive Investor,Winston Fisher,Partner,Fisher Brothers,wfisher@fisherbrothers.com, +1 212 752 5000,
10987324,Inactive Investor,Jacob Ritter,,Cetera Advisor Networks LLC Austin TX 300 Beardsley Ln,,,Salesforce
9561747,,Juan Pablo Samaniego Duarte,,,iqsamaniego@gmail.com,,List import
10886924,Inactive Investor,Nguyen La,,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,,,Salesforce
10903219,Inactive Investor,Garrett Smith,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,garrett.smith@fidelity.com,,Salesforce
11127685,Inactive Investor,Tracy Dixon,,Fidelity Brokerage Services LLC Greensboro NC 609 Green Valley Rd,tracy.dixon@fmr.com,,Salesforce
10911515,Inactive Investor,William Womack,,LPL Financial LLC Greensboro NC 701 Green Valley Rd,william.womack@lpl.com,,Salesforce
10972274,Inactive Investor,Nicholas Hagan,Financial Advisor,PNC Investments Lodi CA 1150 W Kettleman Ln,,,Salesforce
10487981,,David Megarity,"Financial Advisor, Senior Financial Advisor, Vice President - Investments","Wells Fargo Clearing Services, LLC",david.megarity@wellsfargo.com,,List Import
10982911,Inactive Investor,Caroline McCulloch,Financial Advisor,Edward Jones Edgewater FL 2982 S Ridgewood Ave,caroline.mcculloch@edwardjones.com,,Salesforce
11099630,Inactive Investor,Kent Schmidgall,Wealth Advisor,"Buckingham Strategic Wealth, LLC Burlington IA 320 N 3rd St",kschmidgall@bamadvisor.com,,Salesforce
10829534,Inactive Investor,Robert Hall,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham MI 255 E Brown St",glen.hall@wellsfargoadvisors.com,,Salesforce
9643765,,PIERRE TSCHANZ,,,ptschanz@orange.fr,,List import
125121,,Laura Barry,"Director, Principal - Wealth Advisory",Wealthspire Advisors,laura.barry@wealthspire.com,414-509-1318,
11086139,Inactive Investor,Robert Mazigian,,"Allstate Financial Services, LLC South Haven MI 501 Quaker St",robertmazigian@allstate.com,,Salesforce
10808459,Inactive Investor,Robert Hanson,Senior Financial Advisor,"Vermillion Financial Advisors, Inc.",rhanson@vermillionfinancial.com,,Salesforce
10759360,Inactive Investor,Thaddeus Howell,,"U.S. Bancorp Advisors, LLC",thaddeus.howell@uboc.com,,Salesforce
11105200,Inactive Investor,Joshua Maurer,,J.P. Morgan Securities LLC Homewood IL 18301 Dixie Hwy,joshua.r.maurer@chase.com,,Salesforce
10782695,Inactive Investor,Patricia Schlee,Senior Financial Advisor;Vice President,"U.S. Bancorp Advisors, LLC",patricia.schlee@uboc.com,,Salesforce
11193296,Inactive Investor,Marne Krugielki,Client Assistant,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,mkrugielki@rwbaird.com,,Salesforce
1002094,Inactive Investor,Matthew Gleitsman,VP & Business Development,Exron Capital Inc.,mgleitsman@exroncapital.com, +1 630 560 7805,
108779,,James Danforth,,True Capital Mgmt,james@truecapitalmgmt.com,4154166034,Paid Search
11138359,Inactive Investor,Chen Zhang,,"Transamerica Financial Advisors, Inc Columbia MD 8850 Stanford Blvd",chen.zhang@tfaconnect.com,,Salesforce
9645916,,Michael Iordanou,,,miiordanou@aol.com,,List import
10813619,Inactive Investor,Philip Serafine,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",philip.serafine@rbc.com,,Salesforce
10927292,Inactive Investor,John Min,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10831090,Inactive Investor,William Pilkington,,"Avantax Investment Services, Inc. Huntsville TX Private Residence",,,Salesforce
191352,,Jeanmarie Hart,"CCO, COO, Founding Partner","Genesee Capital Advisors, Llc",jean.marie.hart@geneseeadvisors.com,315-554-3020,Manual List Upload
374697,Inactive Investor,Tudor Poiana,,SEI Investments Company,tpoiana@seic.com,,
11189640,Inactive Investor,Julie Smith,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Jackson MS 4266 I 55 N",julie.smith@raymondjames.com,,Salesforce
229221,, -,,[[Unknown]],hebbainvestments@gmail.com,,Organic Search
11171316,Inactive Investor,Kevin Jonson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kevin_jonson@vanguard.com,,Salesforce
11116733,Inactive Investor,Gary Wise,Financial Professional,"MML Investors Services, LLC Toledo OH 7150 W Central Ave",gwise@financialguide.com,,Salesforce
10994529,Inactive Investor,Ronan Baccarini,,D.A. Davidson & Co. Denver CO 1550 Market St,,,Salesforce
11047510,Inactive Investor,Layne Takayama,Vice President,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
10860153,Inactive Investor,Dustin Wilson,,LPL Financial LLC Prairie Village KS 4000 Somerset Dr,dustin.wilson@lpl.com,,Salesforce
10761010,Inactive Investor,Barbara Hess,Financial Advisor;First Vice President;Senior Investment Consultant;Senior Investment Management Consultant,Morgan Stanley Tulsa OK 2200 S Utica Pl,barbara.hess@morganstanley.com,,Salesforce
9550618,,Clayton Agena,,,cagena@royalaa.com,,List import
11030529,Inactive Investor,Michael Gonzalez,,Insigneo International Financial Services LLC Miami FL 1221 Brickell Ave,,,Salesforce
5827036,,Jay Johnson,,,jayyjohnson86@gmail.com,,Web Form Fillout
11149810,Inactive Investor,Brian Daly,,Park Avenue Securities LLC Raritan NJ 1124 US Hwy 202,brian_daly@glic.com,,Salesforce
9565678,,George McCabe,,,gmccabe@portolan.com,,List import
9635472,,Peter Inverso,,,pinverso@gatewayadvisory.com,,List import
9595098,,Marie-Nicole Lapeyrade,,,mnlapeyrade@comcast.net,,List import
10923169,Inactive Investor,Eric Schleien,Chief Executive Officer;Founder;Portfolio Manager,"Granite State Capital Management, LLC",,,Salesforce
11233014,Inactive Investor,Natalia Miller,Personal Banker,"Wells Fargo Clearing Services, LLC Cary NC 305 Colonades Way",,,Salesforce
372279,,Daniel Kim,,United States,hyeoncheol.inbox@gmail.com,,Salesforce
11054796,Inactive Investor,Ryan Harney,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11184735,Inactive Investor,Ramon Pantoja,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,ramon.pantoja.mb1s@statefarm.com,,Salesforce
10912815,Inactive Investor,William Larsen,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,william.larsen@fmr.com,,Salesforce
9582008,,Ted Rich,,,ted@rivertree.co,,List import
11204871,Inactive Investor,Sulay Sanchez,,PFS Investments Inc. Miami FL 7955 NW 12th St,,,Salesforce
9641681,,JJ Fisher,,,sunnydog.jj@gmail.com,,List import
10933193,Inactive Investor,Justin Barlow,,"FBL Marketing Services, LLC Clearfield UT 129 S State St",justin.barlow@fbfs.com,,Salesforce
10888409,Inactive Investor,John Mayer,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Invest Capital LLC,johnmayer@investcapitalllc.com,,Salesforce
10930859,Inactive Investor,Elizabeth McLamb,,LPL Financial LLC Williamsburg VA Private Residence,elizabeth.mclamb@lpl.com,,Salesforce
10940752,Inactive Investor,Audrey Mcmillen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10963567,Inactive Investor,Younhee Park,,"MML Investors Services, LLC Fairfax VA 3975 Fair Ridge Dr",,,Salesforce
11296864,Inactive Investor,Piyush Vaghela,,Piyush Vaghela,piyush_vaghela@hotmail.com,801-842-9505,Salesforce
8495414,,Anthony Dixon,,FTSE,anthony.dixon@lseg.com,,Web Form Fillout
10940215,Inactive Investor,Amy Kirkwood,,LPL Financial LLC,amy.kirkwood@lpl.com,,Salesforce
11036757,Inactive Investor,Drew Bax,Financial Advisor,LPL Financial LLC Columbia MO 720 E Broadway,drew.bax@lpl.com,,Salesforce
11048643,Inactive Investor,Sheena Nedd,,PFS Investments Inc. Brooklyn NY 9215 Flatlands Ave,sheena.nedd@primerica.com,,Salesforce
11085718,Inactive Investor,David Kristiansen,,J.P. Morgan Securities LLC New Albany IN 120 W Spring St,david.r.kristiansen@jpmorgan.com,,Salesforce
11203833,Inactive Investor,Robert Young,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",robert_young1@ml.com,,Salesforce
11222006,,Wesley Boudreaux,,,wboudreaux@wealthenhancement.com,,List Import
9557644,,Aleksandr Dyo,,,aleks@profectusfinancial.com,,List import
10832862,Inactive Investor,Rashaan Coleman,Financial Advisor,Morgan Stanley Los Angeles CA 444 S Flower St,,,Salesforce
9600247,,Harry Jaeger,,,harry@linkedin.com,,List import
10823618,Inactive Investor,Derek Jelinski,Financial Advisor,Morgan Stanley Waukesha WI 20975 Swenson Dr,derek.jelinski@morganstanley.com,,Salesforce
9547650,,Ron Ward,,,rcward@msn.com,,List import
11149103,Inactive Investor,Eric Hackel,,Deutsche Bank Securities Inc.,,,Salesforce
10848887,Inactive Investor,Samuel Ferreira,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,samuel.ferreira@fidelity.com,,Salesforce
11040097,Inactive Investor,Nicole Leatham,Financial Advisor;Vice President,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,nicole.fernandez-seoane@morganstanley.com,,Salesforce
10996930,Inactive Investor,Alexander Gamache,,D.A. Davidson & Co. Chicago IL 227 W Monroe St,,,Salesforce
11152099,Inactive Investor,Maria Regino,,Bradesco Investments Inc.,maria.regino@bacflorida.com,,Salesforce
11017045,Inactive Investor,John Mahan,,"FBL Marketing Services, LLC",john.mahan@fblfinancial.com,,Salesforce
10505790,,Bryan Hutto,Portfolio Manager,Happy Trust Company,bhutto@happybank.com,(830) 331-6737,List import
9555392,,Daniel Grzegorczyk,,,dgregg@sigmarep.com,,List import
10616237,,Robert Heidenrich,,,rheidenrich@rwbaird.com,,List Import
10619550,,Bruce Pipin,,,bruce.r.pipin.jr@morganstanley.com,,List Import
11228823,Inactive Investor,Suri Zhao,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11031516,Inactive Investor,Douglas Langley,,Commonwealth Financial Network Braselton GA 1247 Tuscany Dr,dlangley@commonwealth.com,,Salesforce
10822103,Inactive Investor,Robert Tirrito,Associate,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
9606880,,Ramon Corporan,,,ramonjcorporan@gmail.com,,List import
11221738,,Jolonda Field,,,jfield@thefieldfirm.com,,List Import
11204439,Inactive Investor,Matthew Humiston,Chief Operating Officer;President;Regulatory Contact,AMI Asset Management Corp,,,Salesforce
350062,,Tracy Lampman,Financial Planning Advisor,"VALIC Financial Advisors, Inc.",tracy.lampman@valic.com,541-687-2221,
9646012,,Mike MacBain,,,mike.macbain@ecfmi.com,,List import
11157944,Inactive Investor,Adam Ihasz,Associate Resident Director;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester Center VT 39 Bonnet St",adam.ihasz@ml.com,,Salesforce
11123681,Inactive Investor,Stephanie Thompson,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",stephanie_thompson@ml.com,,Salesforce
10980647,Inactive Investor,Daniel Akin,,"Farmers Financial Solutions, LLC Sunnyvale TX 190 S Collins Rd",dakin@farmersagent.com,,Salesforce
10612152,,Philip Sandt,Financial Advisor,,psandt@janney.com,,List Import
335753,,Susan John,,F L Putnam Investment Management Co.,sjohn@flputnam.com,,
10933283,Inactive Investor,Anshu Dutt,Premier Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",anshudutt@wellsfargoadvisors.com,,Salesforce
10796952,Inactive Investor,Scott Shelton,Financial Advisor,LPL Financial LLC Tacoma WA 3560 Bridgeport Way W,scott.shelton@lpl.com,,Salesforce
10848392,Inactive Investor,Christopher Leavay,,"Wells Fargo Advisors Financial Network, LLC Stamford CT 30 Buxton Farm Rd",chris.leavay@wfafinet.com,,Salesforce
10836319,Inactive Investor,Samuel Starling,Advisor,LPL Financial LLC Greensboro NC 2005 Yanceyville St,tripp.starling@lpl.com,,Salesforce
10929407,Inactive Investor,Demetra Moore,Financial Professional,LPL Financial LLC Shrewsbury MA 714 Main St,demetra.moore1@lpl.com,,Salesforce
11158440,Inactive Investor,Christopher Odonnell,,L.M. Kohn & Company Rocky River OH 19111 Detroit Rd,,,Salesforce
9647962,,Kimberly Russell,,,kimberly_russell@ssga.com,,List import
11117310,Inactive Investor,James Martin,,"Berthel, Fisher & Company Financial Services, Inc. Jacksonville IL 1211 W Morton Ave",,,Salesforce
11191091,Inactive Investor,Jeffrey Dickinson,,"Raymond James Financial Services, Inc. New Smyrna Beach FL 3314 S Atlantic Ave",jeff.dickinson@raymondjames.com,,Salesforce
11136962,Inactive Investor,Andrea Fierro,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11126948,Inactive Investor,Miles Arvidson,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,miles_arvidson@glic.com,,Salesforce
11106079,Inactive Investor,Robert Wagler,Chief Compliance Officer;Founder;Member;Owner,"Reliant Investment Partners, LLC",robert@greatfallswealth.com,,Salesforce
10751511,,shahe harabedian,,,shaheh9@gmail.com,,Web Form Fillout
240377,,cfiorenza@goodwinlaw.com Fiorenza,,[Unknown],cfiorenza@goodwinlaw.com,,Direct
11116528,Inactive Investor,Nathan Porzio,,"Wells Fargo Clearing Services, LLC Holly Springs NC 5209 Sunset Lake Rd",nathan.porzio@wellsfargo.com,,Salesforce
10795768,Inactive Investor,Samir Parikh,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President,Morgan Stanley York PA 221 W Philadelphia St,samir.s.parikh@morganstanley.com,,Salesforce
10647179,,Lynn Parrott,,,lparrott@divinvest.com,,List Import
241576,,Jeff Spencer,,[Unknown],js4spencer@yahoo.com,7703183396,
10646621,,Norman Lautrup,,,d_lautrup@ml.com,,List Import
11087817,Inactive Investor,Shane Pamphilis,Financial Advisor;Vice President,"Hazlett, Burt & Watson, Inc.",,,Salesforce
10839633,Inactive Investor,Walter Rosenbaum,,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",walter.rosenbaum@wellsfargoadvisors.com,,Salesforce
11129277,Inactive Investor,Brandon Mann,,"Ameritas Investment Company, LLC",bmann@ameritas.com,,Salesforce
10881140,Inactive Investor,Rene Pochop,Owner;President,"Pochop Financial Management, Inc.",rene@pochopfinancial.com,,Salesforce
10971212,Inactive Investor,David Salley,,"Ameritas Investment Company, LLC Wellington FL Private Residence",,,Salesforce
11144012,Inactive Investor,James Warren,,"Geneos Wealth Management, Inc. Kansas City MO 1201 Walnut St",,,Salesforce
10777905,Inactive Investor,Tyler Robin,Financial Advisor;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Vancouver WA 11621 SE Mill Plain Blvd",tyler.robin@usbank.com,,Salesforce
11206785,Inactive Investor,Michael Bus,,LPL Financial LLC Poulsbo WA 19225 8th Ave NE,michael.bus@lpl.com,,Salesforce
10984916,Inactive Investor,Erica Johnson,,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",,,Salesforce
10884085,Inactive Investor,Justin Sautter,Investment Advisor;Senior Vice President,"Meridian Wealth Management, LLC",jsautter@meridianwealthllc.com,,Salesforce
11196660,Inactive Investor,Rhonda Eurich,,"CUNA Brokerage Services, Inc. Parkersburg IA Private Residence",rhonda.eurich@cunamutual.com,,Salesforce
348427,,Laurence Penn,Executive Vice President,Ellington Financial Management Llc,lpenn@ellingtonfinancial.com,203-698-1200,Manual List Upload
10891907,Inactive Investor,Terry Bradford-Crane,Founder;Member;Owner;Principal,BradfordCrane Company LLC Port Orchard WA Private Residence,,,Salesforce
10489140,,Landon Freeman,Financial Advisor,"Ameriprise Financial Services, LLC Frisco TX 7460 Warren Pkwy",landon.freeman@ampf.com,469-865-1076,List Import
11061862,Inactive Investor,Amber Hannon,,"Allstate Financial Services, LLC Portland OR 4421 NE Sandy Blvd",,,Salesforce
9609246,,Jason Dziak,,,jasondziak@hotmail.com,,List import
80214,,William Wimberly,Financial Advisor,"Synovus Securities, Inc.",billwimberly@synovus.com,864-241-7915,
11110717,Inactive Investor,Brian Buckley,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brian.buckley@jpmorgan.com,,Salesforce
237873,, -,,[[Unknown]],644952913@qq.com,,
220878,,Bobby Williams,,[Unknown],bjw6482@gmail.com,,
1672373,,Smith Love,,[Unknown],smithjanetlove54@gmail.com,,
10957894,Inactive Investor,Niyonda Sanders,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10611104,,Luke Rassow-Kantor,Financial Advisor,,luke.rassow-kantor@ml.com,,List Import
10838692,Inactive Investor,Kambiz Nassiri,Financial Advisor,"Voya Financial Advisors, Inc. Encino CA Private Residence",kam.nassiri@voyafa.com,,Salesforce
10912070,Inactive Investor,Daniel O'Hare,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",dohare@tiaa.org,,Salesforce
5328216,,linda kim,,,bomow77420@turuma.com,,Web Form Fillout
11236513,Inactive Investor,Michael Parker,Chief Investment Officer;Partner;Portfolio Manager,"SWS Partners, LLC Columbus OH 985 N High St",,,Salesforce
1005069,Inactive Investor,Spyros Vrettos,,Spyros Vrettos,spyros@kyber.network,,3rd Party Lead Gen
10760885,Inactive Investor,Ken Kondo,Financial Advisor,"Ameriprise Financial Services, LLC Aiea HI 98-1247 Kaahumanu St",ken.t.kondo@ampf.com,,Salesforce
11058747,Inactive Investor,Adam Dechristopher,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11055178,Inactive Investor,Christopher LeClerc,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
9556133,,Hamilton Krans,,,hamilton.krans@suntrust.com,,List import
10974431,Inactive Investor,Michael Myers,,"Prudential Annuities Distributors, Inc",michael.myers@prudential.com,,Salesforce
10978663,Inactive Investor,Ryan Mack,Wealth Advisor,Capstone Capital Wealth Advisors,ryan@capstonecap.com,,Salesforce
11165936,Inactive Investor,Raymond Fortin,,MissionSquare Investment Services,rfortin@icmarc.org,,Salesforce
223620,,Stephen Govenar,,[[Unknown]],smarket@govenar.com,,Initial Salesforce Import
10657259,,Adam Coletti,,,adam.coletti@fidelity.com,,List Import
46941,,Kurt Weiper,Financial Advisor,"LaSalle St. Investment Advisors, L.L.C.",kweiper@lasallest.com,317-842-7600,
11153524,Inactive Investor,Grant De Vries,,"Kestra Investment Services, LLC Sioux Center IA 209 S Main Ave",,,Salesforce
234446,, -,,[[Unknown]],craigmcelwee1136@gmail.com,,Organic Search
10915145,Inactive Investor,Daniel Frost,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
9544515,,Joshua Levine,,,joshua.levine@adviceperiod.com,,List import
11178233,Inactive Investor,Jason Preszler,,"The Leaders Group, Inc.",,,Salesforce
10953016,Inactive Investor,Nicolas Ott,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tempe AZ 906 E Baseline Rd",,,Salesforce
10977352,Inactive Investor,Ashley Boles,Financial Services Associate,"Navy Federal Investment Services, LLC Silverdale WA 3340 NW Randall Way",ashley_boles@navyfederal.org,,Salesforce
11114389,Inactive Investor,Melissa Valenzuela,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",melissa.valenzuela@ml.com,,Salesforce
11102789,Inactive Investor,Raymond Wilson,,J.P. Morgan Securities LLC Warwick NY 146 US Hwy 94 S,raymond.wilson@jpmorgan.com,,Salesforce
10874953,Inactive Investor,Alex Baldwin,,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
11161356,Inactive Investor,Lance Towery,Financial Advisor,"Wells Fargo Clearing Services, LLC Sumter SC 345 W Wesmark Blvd",lance.towery@wellsfargoadvisors.com,,Salesforce
10756155,Inactive Investor,John Soward,Private Wealth Advisor,"Ameriprise Financial Services, LLC Riverside CA 3400 Central Ave",john.r.soward@ampf.com,,Salesforce
11044487,Inactive Investor,Sean Prince,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",sean.prince@schwab.com,,Salesforce
10794986,Inactive Investor,Gregory Craine,Financial Advisor,LPL Financial LLC Staunton IL 709 W Pearl St,gregory.craine@lpl.com,,Salesforce
10784350,Inactive Investor,James Gilbert,Financial Advisor,Edward Jones Seattle WA 155 NE 100th St,,,Salesforce
9625502,,not specified not specified,,,alanmiree@sbcglobal.net,,List import
9554512,,Allen Davis,,,davispopcorn@gmail.com,,List import
10427428,,Anthony O'Neill ll,,,sasparkey41vegas@gmail.com,,Web Form Fillout
10848073,Inactive Investor,Louis Perry,Financial Consultant,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",lou.perry@ampf.com,,Salesforce
10612538,,Robert Davis,Financial Advisor,,robert.h.davis@ampf.com,,List Import
10914448,Inactive Investor,Christopher Kelly,Financial Consultant,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",christopher.kelly@equitable.com,,Salesforce
10896092,Inactive Investor,Supra Plows,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",supra.plows@tfaconnect.com,,Salesforce
11100554,Inactive Investor,Michael Rich,,Country Capital Management Company Lexington IL 302 W Main St,michael.rich@countryfinancial.com,,Salesforce
11056573,Inactive Investor,Leanda Grissom,,PFS Investments Inc. Rosedale MD 9106 Philadelphia Rd,,,Salesforce
9553119,,Bharathi Vinoth,,,vinothb650@gmail.com,,List import
11221247,,Roger Testin,,,rtestin@ftportfolios.com,,List Import
9605506,,Jenny Hunt,,,jennyhunt1980@gmail.com,,List import
11189626,Inactive Investor,Stephen Finley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",stephen_finley@ml.com,,Salesforce
9549679,,jorge cabrera,,,jorge.cabrera@gmail.com,,List import
10801213,Inactive Investor,Kevin Lopardo,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",kevin.lopardo@ml.com,,Salesforce
10860019,Inactive Investor,Andrew Butler,Investment Advisor Representative,"Next Financial Group, Inc. Justin TX Private Residence",,,Salesforce
9575499,,Sheridan Su,,,cheffer_1@hotmail.com,,List import
9548861,,David Koty,,,dkoty@zacks.com,,List import
10657691,,David Montes,,,david.montes@primerica.com,,List Import
10894816,Inactive Investor,Abraham Barrera,,"Wealth Enhancement Brokerage Services, LLC",abarrera@wealthenhancement.com,,Salesforce
11093202,Inactive Investor,Enrique Borja,,State Farm VP Management Corp. Valencia CA 28494 Westinghouse Pl,,,Salesforce
11043054,Inactive Investor,Therman Mcdaniel,Financial Advisor,Edward Jones Atlanta GA 600 W Peachtree St NW,therman.mcdaniel@edwardjones.com,,Salesforce
11120020,Inactive Investor,Ramona Pop,,Hilltop Securities Inc. Roseville CA 3400 Douglas Blvd,ramona.pop@hilltopsecurities.com,,Salesforce
10902088,Inactive Investor,Richard Davey,Managing Member;Partner;Regulatory Contact,"Fiduciary Financial Group, LLC Boise ID 835 W Front St",rdavey@ffgwealth.com,,Salesforce
9648338,,Scott Freeman,,,sfreeman@jstcap.com,,List import
9574336,,Kevin Moran,,,kmoran@tiedemannwealth.com,,List import
11047604,Inactive Investor,Michael Blockhus,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",michael.blockhus@rbc.com,,Salesforce
9622049,,Jeffrey Waddell,,,jeffreywaddell83@gmail.com,,List import
11052421,Inactive Investor,Dianna Gallo,Senior Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,dianna.gallo@morganstanley.com,,Salesforce
9547796,,Will Peake,,,billpeake@gmail.com,,List import
9604993,,Joshua Schachter,,,jschachter@snowcm.com,,List import
10941604,Inactive Investor,Feliz Tovar,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10843060,Inactive Investor,Tammy Tetzlaff,Financial Advisor,Commonwealth Financial Network Overland Park KS 10801 Mastin St,ttetzlaff@commonwealth.com,,Salesforce
7687217,,tgryu tfc,,,cijici2703@snowlash.com,,Web Form Fillout
10905585,Inactive Investor,Bob Hodges,,Kovack Securities Inc. Naples FL 2272 Airport Rd S,bhodges@ksifa.com,,Salesforce
10486686,,Christopher Ramirez,,"Wells Fargo Clearing Services, LLC",christopher.ramirez@wellsfargo.com,,List Import
9548989,,Steven Brooks,,,sbcar94@gmail.com,,List import
11184300,Inactive Investor,Eric Boatner,,"Allstate Financial Services, LLC Flagstaff AZ 1525 N Beaver St",ericboatner@allstate.com,,Salesforce
11172928,Inactive Investor,Jose Palon,,"W&S Brokerage Services, Inc. Cerritos CA 17777 Center Court Dr N",gerry.palon@wslife.com,,Salesforce
10974418,Inactive Investor,Barry Methner,,NYLIFE Securities LLC Louisville KY 9300 Shelbyville Rd,barry.methner@ft.newyorklife.com,,Salesforce
10984402,Inactive Investor,Seth Silcock,Financial Advisor,"Pruco Securities, LLC. Indianapolis IN 8888 Keystone Xing",seth.silcock@prudential.com,,Salesforce
10921648,Inactive Investor,Ryan Harrison,Associate Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Langhorne PA 1717 Langhorne Newtown Rd",ryan.harrison@ampf.com,,Salesforce
10766965,Inactive Investor,Melinda Wolfe,,Kovack Securities Inc.,mwolfe@ksifa.com,,Salesforce
352814,,Linda Russell,Office Manager,Petersen Hastings Investment Management Inc,lindar@petersenhastings.com,509-735-0484,Manual List Upload
10917876,Inactive Investor,Robert Diseker,,"Osaic Wealth, Inc. Chapel Hill NC 4421 Manns Chapel Rd",,,Salesforce
9627376,,Mike McRoberts,,,mikemc@mcrobconsulting.com,,List import
10793196,Inactive Investor,Andrea Kirk,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bel Air MD 2014 S Tollgate Rd",andrea.n.kirk@ampf.com,,Salesforce
9636650,,Sungin Jo,,,sungin.jo@hanwha.com,,List import
9629997,,Sean Fullerton,,,seanpfullerton@gmail.com,,List import
11094096,Inactive Investor,William Ryan,,"Bankers Life Securities, Inc. Cordova TN 65 Germantown Ct",william.ryan@bankerslife.com,,Salesforce
10903193,Inactive Investor,Joseph Rinchack,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",joseph.rinchack@ml.com,,Salesforce
9616972,,Ian De Lange,,,ian@seedinvestments.co.za,,List import
10967016,Inactive Investor,Jonathan McClellan,Assistant Vice President,Hilltop Securities Inc.,jonathan.mcclellan@hilltopsecurities.com,,Salesforce
1001654,Inactive Investor,Glen Bossow,Managing Director,Trutta Capital,grbossow@truttacap.com, +1 415 444 0482,
10997181,Inactive Investor,Zachary Fox,Financial Advisor,LPL Financial LLC New Palestine IN 6375 W US Hwy 52,zachary.fox@lpl.com,,Salesforce
9567886,,Jom Kusjung,,,jomkusjung@gmail.com,,List import
11156022,Inactive Investor,Heather Waters,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10797469,Inactive Investor,Jonathan Root,Private Wealth Advisor,"Ameriprise Financial Services, LLC North Haven CT 250 State St",jonathan.r.root@ampf.com,,Salesforce
11030980,Inactive Investor,Katie Harris,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,katie.harris.gjbj@statefarm.com,,Salesforce
10819221,Inactive Investor,Clarissa Winger,,"Wells Fargo Clearing Services, LLC",clarissa.winger@wellsfargo.com,,Salesforce
9620868,,kyoung ha park,,,rodgkek@gmail.com,,List import
10921490,Inactive Investor,August Golinski,,"Cambridge Investment Research, Inc. Westlake OH 24610 Detroit Rd",august.golinski@lfg.com,,Salesforce
9592393,,Robert Hued,,,robertohued@gmail.com,,List import
10494540,,Andrea Ward,"Tax Advisor, Treasurer","New Century Partners-The No-Load Group, Inc.",awardtax@sbcglobal.net,,List Import
11032820,Inactive Investor,Marilyn Heron Lopez,,NYLIFE Securities LLC Edison NJ 379 Thornall St,mheronlopez@ft.newyorklife.com,,Salesforce
10620066,,Mark Hale,,,mhale@hinsdalebank.com,,List Import
10772797,Inactive Investor,Erik Domolky,,Commonwealth Financial Network,edomolky@commonwealth.com,,Salesforce
237827,, -,,[[Unknown]],nighthawk4317@yahoo.com,,
10911073,Inactive Investor,Glenna Bohling,Financial Consultant,Thrivent Investment Management Inc. Syracuse NE 555 Thorne St,glenna.bohling@thrivent.com,,Salesforce
10938679,Inactive Investor,David Vasquez,Limited Partner,"Alamo Advisors, LP",davidv@alamoadvisors.com,,Salesforce
204703,,davide masuello,,aramco,davmasu6@hotmail.com,(338) 115-2236,
10826979,Inactive Investor,Gregory Watson,Chief Compliance Officer;Chief Executive Officer;President,"Watson Capital Management, Inc. Washington DC 4022 Chancery Ct NW",,,Salesforce
11113581,Inactive Investor,David Ellington,Assistant Vice President;Wealth Management Banker,"U.S. Bancorp Investments, Inc. Saint Louis MO 11655 Olive Blvd",david.ellington@usbank.com,,Salesforce
10812981,Inactive Investor,Brandon Taylor,Chief Executive Officer;Chief Investment Officer,"Taylor Hoffman Wealth Management, LLC",brandon.taylor@taylorhoffman.com,,Salesforce
9551216,,A random Guy,,,cecol37692@ymail365.com,,List import
10978462,Inactive Investor,Jonathan Haab,Client Solutions Specialist,PNC Investments Doylestown PA 100 S Main St,jonathan.haab@pnc.com,,Salesforce
11069272,Inactive Investor,David Juechter,,Cetera Advisors LLC Tarrytown NY 120 White Plains Rd,,,Salesforce
10613787,,Saji Thomas,"Financial Advisor, Independent Representative",,saji.thomas@primerica.com,,List Import
9634928,,Todd Anderson,,,tanderson@hampshireco.com,,List import
2243508,,Claudio Luneburg,,,claudioluneburg@aol.com,,
10761316,Inactive Investor,Herbert Hartman,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,herbert.hartman@morganstanley.com,,Salesforce
10868274,Inactive Investor,Kim Foote,,"Osaic Wealth, Inc. El Cajon CA Private Residence",,,Salesforce
205491,,Lynn Faulkner,,[Unknown],hillman1935@hotmail.com,,
10849377,Inactive Investor,Norman Pitman,Chief Compliance Officer;President,"N.D. Pitman & Company, Inc.",norman@ndpitman.com,,Salesforce
10990579,Inactive Investor,Michael Carballo,,GWN Securities Inc. Miami FL 175 SW 7th St,mcarballo@gwnsecurities.com,,Salesforce
9608597,,Takeia Smith -,,,mzcaliswagg@gmail.com,,List import
9646370,,Robert Pecor,,,robertpecor@yahoo.com,,List import
10755364,Inactive Investor,Anthony Casagrande,,"Avantax Investment Services, Inc. Melville NY 324 S Service Rd",,,Salesforce
9629837,,Brad Mcdonald,,,drbradmcdonald@hotmail.com,,List import
11079331,Inactive Investor,Ray Young,,LPL Financial LLC Farmingdale NY 500 BI County Blvd,ray.young@lpl.com,,Salesforce
124306,,Ned Offit,Co-CEO And Managing Member,Offit Capital,noffit@offitcapital.com, +1 212 588 3249,Manual List Upload
10918090,Inactive Investor,Paul Fetcie,,"Allstate Financial Services, LLC Buffalo NY 3640 Seneca St",paulfetcie@allstate.com,,Salesforce
11191332,Inactive Investor,Amram Bengio,Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10783639,Inactive Investor,Mark Symm,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. College Station TX 711 University Drive E",,,Salesforce
2411269,,Robert Seth Armstrong,,,seth.armstrong@gmail.com,,
11043013,Inactive Investor,Gary Burghdorf,Financial Advisor,LPL Financial LLC Hummelstown PA 187 Hershey Rd,gus.burghdorf@lpl.com,,Salesforce
11014455,Inactive Investor,Grant Gaugler,,"CUSO Financial Services, L.P. West Chester PA 1209 W Chester Pike",,,Salesforce
11134313,Inactive Investor,Nicolas Butchko,,"U.S. Bancorp Investments, Inc. Twin Falls ID 241 Shoshone St N",,,Salesforce
11088463,Inactive Investor,Anne Elliott,,Edward Jones,anne.elliott@edwardjones.com,,Salesforce
11082646,Inactive Investor,Luis Servellon,,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",lservellon@nationallife.com,,Salesforce
10897466,Inactive Investor,David Setia,Financial Advisor,LPL Financial LLC Chevy Chase MD 2 Wisconsin Cir,david.setia@lpl.com,,Salesforce
9638780,,Ross Etherington,,,ross.etherington@eisuper.com.au,,List import
11049750,Inactive Investor,Kristi Morton,Investment Associate,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",kristi.knutson@rbc.com,,Salesforce
10863816,Inactive Investor,Joseph Lewis,,Jefferies LLC,jlewis@jefferies.com,,Salesforce
11015854,Inactive Investor,Anna Demarcus,,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
9621776,,Antonio Poto,,,antoniopoto@gmail.com,,List import
10989986,Inactive Investor,Kenneth Gee,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",kenneth.gee@equitable.com,,Salesforce
11164296,Inactive Investor,Michael Firestone,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",michael.firestone@ml.com,,Salesforce
333323,,John Stoddart,,Stewart Capital,jstoddart@stewartcap.com,,Manual List Upload
10811705,Inactive Investor,Ryan Birch,Financial Advisor,Edward Jones Lake Zurich IL 4180 Il Rte 83,ryan.birch@edwardjones.com,,Salesforce
11115446,Inactive Investor,Anne Machesky,Financial Planner,"Osaic FA, Inc. Minneapolis MN 7701 France Ave S",anne.machesky@lfg.com,,Salesforce
11204767,Inactive Investor,Kenneth Shapiro,Private Wealth Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,kenneth.shapiro@ubs.com,,Salesforce
10834109,Inactive Investor,Phillip Cordano,Financial Planner,"Osaic FA, Inc. Walnut Creek CA 800 S Broadway",phillip.cordano@lfg.com,,Salesforce
11051460,Inactive Investor,Linda Goodson,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,linda.goodson@morganstanley.com,,Salesforce
11077297,Inactive Investor,Sabra Scott,,Cetera Investment Services LLC Presque Isle ME 12 North St,,,Salesforce
11166189,Inactive Investor,David Warren,Manager,"Raymond James & Associates, Inc.",david.warren@raymondjames.com,,Salesforce
10770867,Inactive Investor,Kleo Curry,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,kleo.curry@morganstanley.com,,Salesforce
9608097,,Wayne Johnson,,,waynebo9988@gmail.com,,List import
9601057,,Jonathan Root,,,jonathan.root@swanglobalinvestments.com,,List import
10901181,Inactive Investor,James Vooys,Owner,James D. Vooys CPA/PFS,,,Salesforce
10876797,Inactive Investor,Brendan Mcmahon,Senior Vice President,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",brendan.mcmahon@northerntrust.com,,Salesforce
9623897,,SDP Paul,,,paulkiddoc@gmail.com,,List import
9550708,,TaeHo Lee,,,rnbth@naver.com,,List import
10771307,Inactive Investor,Richard Roop,Senior Investment Advisor,Donaldson Capital Management LLC,rroop@dcmol.com,,Salesforce
11060499,Inactive Investor,Jamie Matson,,LPL Financial LLC Morristown TN 534 W 5th North St,jamie.matson@lpl.com,,Salesforce
206210,,Nick Flatbush,,[Unknown],nflatbush@yahoo.com,,Content
10963286,Inactive Investor,Laralyn Colestock,,Cetera Advisors LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
11011211,Inactive Investor,Scott Whitehead,,"The Leaders Group, Inc.",,,Salesforce
11004601,Inactive Investor,Jacquelyn Smith,Financial Advisor,Edward Jones Milford CT 50 Broad St,jacquelyn.smith@edwardjones.com,,Salesforce
10858365,Inactive Investor,Robert Eddins,Compliance Officer;Regulatory Contact;Wealth Advisor,"TVAMP, LLC",robert.eddins@tvamp.com,,Salesforce
235801,, -,,[[Unknown]],ccwallace57@gmail.com,,
11033384,Inactive Investor,Erica Simpson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10488603,,Wilbur Hemby,"Managing Director, Wealth Advisor",Level Four Advisory Services,bhemby@levelfouradvisors.com,,List import
11135324,Inactive Investor,Jonathan Keith,Investment Advisor;Portfolio Manager,"Laguna Capital Management, Inc. Jenks OK Private Residence",jonathan.keith@lagunacm.com,,Salesforce
9596298,,Anthony Fiorenza,,,afiorenza@sgretirementplanners.com,,List import
11000765,Inactive Investor,Kylie Stevens,Associate Advisor,"Dakota Wealth, LLC",kstevens@dakotawm.com,,Salesforce
10806343,Inactive Investor,Jonathan Johansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jonathan.johansen@fidelity.com,,Salesforce
10924087,Inactive Investor,Morgan Fallati,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
4944368,,Jay Beaulieu,,,jaydbeaulieu@gmail.com,9785021126,Web Form Fillout
11113737,Inactive Investor,Sami Qubty,,Newbridge Securities Corporation Orlando FL 7680 Universal Blvd,squbty@newbridgesecurities.com,,Salesforce
9642979,,Denold Jean Louis,,,denoldlouis@gmail.com,,List import
9583709,,Thomas Friend,,,tfriend@redw.com,,List import
9646144,,Rushi Patel,,,rushicorp@gmail.com,,List import
9618960,,Matthew Ehmer,,,mehmer@silverpointcapital.com,,List import
11063954,Inactive Investor,Anthony Jilek,,Fidelity Brokerage Services LLC,,,Salesforce
10835868,Inactive Investor,Kathy Francoletti,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Sarasota FL 2 N Tamiami Trl,kathy.francoletti@morganstanley.com,,Salesforce
9603236,,?? ?,,,willy4592360@gmail.com,,List import
10760298,Inactive Investor,Donald Cowie,Financial Planner;Retirement Planning Specialist,"Equitable Advisors, LLC Johnstown PA 999 Eisenhower Blvd",donald.cowie@equitable.com,,Salesforce
9641076,,Andrew Karshis,,,akarshis@outlook.com,,List import
10933337,Inactive Investor,Man Tai,,J.P. Morgan Securities LLC San Francisco CA 1040 Grant Ave,pmtai@jpmorgan.com,,Salesforce
11202105,Inactive Investor,Michael Jolie,,LPL Financial LLC Englewood CO 5251 DTC Pkwy,,,Salesforce
9622346,,Daniel popov Gould,,,daniel.p.gould@gmail.com,,List import
11052132,Inactive Investor,Cynthia Agnes,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Sioux City IA 700 4th St",cynthia.k.agnes@stifel.com,,Salesforce
223529,,Kristin Smith,,Blockchain Association,kristin@theblockchainassociation.org,,Direct
11082073,Inactive Investor,Scott Rogowicz,Wealth Manager,Confluence Financial Partners,scott.rogowicz@confluencefp.com,,Salesforce
10967804,Inactive Investor,Narado Powell,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",narado.powell@schwab.com,,Salesforce
5154707,,Michael Antosy,,,michaeljantosy@yahoo.com,,Web Form Fillout
10657221,,Liam Stirtzinger,,,liam.stirtzinger@nm.com,,List Import
10878702,Inactive Investor,Donald Nye,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10767477,Inactive Investor,Joseph Halder,Financial Professional,"MML Investors Services, LLC Santa Ana CA 205 Memory Ln",jhalder@financialguide.com,,Salesforce
10887787,Inactive Investor,Christine Eisenhower,Chief Investment Officer;Financial Advisor,"Blue Anchor Wealth Advisors, LLC",,,Salesforce
168336,,Hunter Willis,,[Unknown],ghuntwillis@gmail.com,,
123868,,Christopher Ford,Financial Advisor,"Hightower Advisors, Llc",chris.ford@suntrust.com,423-757-3015,
11134660,Inactive Investor,Shota Lomidze,,PFS Investments Inc. New York NY 85 Broad St,slomidze@primerica.com,,Salesforce
9599818,,Jonathan Wittlin,,,jonathan.wittlin@paralleladvisors.com,,List import
11139799,Inactive Investor,James Henry,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",james.henry2@ml.com,,Salesforce
11133976,Inactive Investor,Eric Markowitz,Senior Financial Professional,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",eric.markowitz@equitable.com,,Salesforce
10786911,Inactive Investor,Joseph Schaeper,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,joseph.schaeper@fidelity.com,,Salesforce
372872,,Lodovico Marziale,,[Unknown],vicodark@gmail.com,,source
10988811,Inactive Investor,Lehelle Yancey,Associate,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,lehellefedeyancey@primerica.com,,Salesforce
9641133,,Andrew Nightingale,,,andrew.rouxinol@gmail.com,,List import
10777879,Inactive Investor,Emily Ware,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,emily.perdoni@fidelity.com,,Salesforce
127928,,Andrew Jordan,,"Cwm, Llc",ajordan@carsoninstitutional.com,,
10925670,Inactive Investor,Gregory Fong,,"Osaic Wealth, Inc. Torrance CA 3655 Torrance Blvd",,,Salesforce
11057733,Inactive Investor,Eduardo Mendoza,,"Principal Securities, Inc. Miami FL 703 NW 62nd Ave",mendoza.eddy@principal.com,,Salesforce
9579113,,Louis Beasley,,,lbeasley@baronfunds.com,,List import
10897592,Inactive Investor,Jeffrey Pietsch,Chief Compliance Officer;Director;Managing Member,"Eastsound Capital Advisors, LLC",jpietsch@eastsoundcapitaladvisors.com,,Salesforce
10865931,Inactive Investor,Paul Waddell,,State Farm VP Management Corp. Miami FL 11205 S Dixie Hwy,,,Salesforce
9608524,,Houston Harding,,,rhouston8@gmail.com,,List import
11070378,Inactive Investor,Robert Mountain,Chief Compliance Officer;Director;Owner;President,Mountain Capital Management Inc,,,Salesforce
11201309,Inactive Investor,Andrew Vandehey,Financial Advisor,"Principal Securities, Inc. Kaukauna WI 311 E Ann St",,,Salesforce
9586069,,James Whalen,,,whalen_james@att.net,,List import
11158900,Inactive Investor,Stephen Kriha,Principal,Tenere Financial Sammamish WA Private Residence,steve@tenerefinancial.com,,Salesforce
11145290,Inactive Investor,Sandra Jacklett,Branch Manager Assistant;Registered Client Associate,Morgan Stanley Hauppauge NY 888 Veterans Hwy,sandra.jacklett@morganstanley.com,,Salesforce
9646098,,yan cai,,,695095257@qq.com,,List import
9580763,,Lewis Altfest,,,laltfest@altfest.com,,List import
10904006,Inactive Investor,Steven Aft,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,steven.aft.pd0q@statefarm.com,,Salesforce
10911945,Inactive Investor,Adam Boor,,"Raymond James Financial Services, Inc. Raleigh NC 8311 Bandford Way",adam.boor@raymondjames.com,,Salesforce
11000779,Inactive Investor,Jerad Groth,,"Allstate Financial Services, LLC Pasco WA 4021 W Court St",jeradgroth1@allstate.com,,Salesforce
217294,,Greg Gonzalez,,[Unknown],greg.gonzalez.34@gmail.com,,Paid Social
11181839,Inactive Investor,George Koroghlian,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",gkoroghlian@massmutual.com,,Salesforce
9596664,,Lynette Heil,,,lynetteheil@wealthstreet-advisors.com,,List import
11139080,Inactive Investor,George Condzal,Manager,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",george.condzal@prudential.com,,Salesforce
10861025,Inactive Investor,Kelly Coffey,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11010073,Inactive Investor,Heather Menzer,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,hamenzer@ft.newyorklife.com,,Salesforce
9637570,,Mark Wetzel,,,mwetzel@fiallc.com,,List import
10839346,Inactive Investor,Louis Natelli,,"Allstate Financial Services, LLC Pearland TX 9639 Scarsdale Blvd",louisnatelli@allstate.com,,Salesforce
10913933,Inactive Investor,Kathryn Kraft,Chief Compliance Officer;Managing Member,"Kraft Financial, LLC",kathrynkraft@kraft-financial.com,,Salesforce
9564899,,Terrance Lade,,,terrylade@gmail.com,,List import
9591732,,Irfaan Muhammad,,,irfn2411@gmail.com,,List import
9599481,,Rachael Clarke,,,rachael@phase2partners.com,,List import
11007354,Inactive Investor,Jacob Kark,,Cetera Advisor Networks LLC Walnut Creek CA 1600 S Main St,,,Salesforce
9558415,,Danny Contimica,,,dcontimica@financialguide.com,,List import
11083706,Inactive Investor,Jonathan Rogers,,Cetera Advisors LLC Scituate MA 80 Indian Wind Dr,jon.rogers@ceteraadvisors.com,,Salesforce
10959590,Inactive Investor,John Kelly,,LPL Financial LLC Sparks Glencoe MD 1 Kelly Way,john.kelly@lpl.com,,Salesforce
11254426,Inactive Investor,Andrew Raymond,,PFS Investments Inc. New Rochelle NY 466 Main St,araymond@primerica.com,,Salesforce
9606857,,Adam Kimmel,,,adamkimmel@gmail.com,,List import
10851869,Inactive Investor,Jacqueline Otto,,NYLIFE Securities LLC Breezy Point MN Private Residence,jcotto@ft.newyorklife.com,,Salesforce
110650,,Richard Hallum,"Financial Advisor, Partner",Per Stirling,rhallum@perstirling.com,512-527-8411,
10897718,Inactive Investor,Gregory Skoric,,Fidelity Brokerage Services LLC Morristown NJ 35 Morris St,greg.skoric@fmr.com,,Salesforce
11086331,Inactive Investor,Brian Bellot,Partner;Wealth Advisor,LPL Financial LLC Downers Grove IL 2655 Warrenville Rd,brian.bellot@lpl.com,,Salesforce
11141450,Inactive Investor,Steven Penton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",steven_penton@ml.com,,Salesforce
11021671,Inactive Investor,Naomi Perez,,J.P. Morgan Securities LLC Peoria AZ 7675 W Bell Rd,naomi.perez@jpmorgan.com,,Salesforce
10793539,Inactive Investor,Curt Logan,,NYLIFE Securities LLC Saint Joseph MO 3715 Beck Rd,clogan@ft.newyorklife.com,,Salesforce
9607221,,Paolo Massocco,,,paolo@massocco.it,,List import
10798626,Inactive Investor,Claire McDonald,Managing Director;Senior Institutional Consultant,"GYL Financial Synergies, LLC West Hartford CT 65 Memorial Dr",claire.mcdonald@gylfinsyn.com,,Salesforce
10881123,Inactive Investor,Wayne Bellinger,,"Osaic Institutions, Inc. Englewood CO 3610 River Point Pkwy",,,Salesforce
10759821,Inactive Investor,Sharee Jenkins,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,sharee.jenkins@fidelity.com,,Salesforce
10890320,Inactive Investor,William Rainwater,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_rainwater@vanguard.com,,Salesforce
9563649,,Lewis Card,,,lcard@dadco.com,,List import
9545239,,John Seitz,,,johnseitz2007@yahoo.com,,List import
11153909,Inactive Investor,Yon Lin Campusano Chia,,J.P. Morgan Securities LLC Westminster CO 7301 Federal Blvd,yon-lin.campusano-chia@jpmorgan.com,,Salesforce
11033006,Inactive Investor,Breanna McDonald,,Edward Jones Silver City NM 816 N Hudson St,,,Salesforce
9545356,,Michael Dupree,,,stonewall1981@icloud.com,,List import
10936346,Inactive Investor,Rodney Cross,,"FBL Marketing Services, LLC Muncie IN 3040 W White River Blvd",rodney.cross@fblfinancial.com,,Salesforce
10974788,Inactive Investor,Sean Davis,,"Latitude Advisors, LLC Palm Harbor FL 2680 W Lake Rd",sdavis@latitudefinancial.net,,Salesforce
11155522,Inactive Investor,Chad Graham,,State Farm VP Management Corp. Rantoul IL 320 E Sangamon Ave,chadgraham@statefarm.com,,Salesforce
11172323,Inactive Investor,Daniel Markow,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",daniel_markow@ml.com,,Salesforce
5193665,,Jimy Alva,,,wiritorico@gmail.com,,Web Form Fillout
239969,,Derek Hamilton,Shareholder,[Unknown],derek@susanelser.com,,Database Upload
11109127,Inactive Investor,Abigail Mitchell,,PFS Investments Inc. Austin TX 500 N Capital of Texas Hwy,asearls@primerica.com,,Salesforce
10766802,Inactive Investor,David Wilds,Shareholder,NewSouth Capital Management Inc Memphis TN 999 S Shady Grove Rd,,,Salesforce
11022887,Inactive Investor,Jocelyn Madrid,,J.P. Morgan Securities LLC Los Angeles CA 725 S Figueroa St,jocelyn.madrid@jpmorgan.com,,Salesforce
11044943,Inactive Investor,Allison Riotto,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Manchester NH 1155 Elm St,allison.riotto@ubs.com,,Salesforce
11212392,Inactive Investor,Melanie Dematto,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,melanie.dematto@opco.com,,Salesforce
10973775,Inactive Investor,David Alvarez-Correa,,Creand Securities,,,Salesforce
10954666,Inactive Investor,Bruce Greenberg,,"Kingswood Capital Partners, LLC West Harrison NY 1025 Westchester Ave",,,Salesforce
11121316,Inactive Investor,Craig Bulluck,Financial Advisor,Edward Jones Milwaukee WI 4314 N Oakland Ave,craig.bulluck@edwardjones.com,,Salesforce
10996258,Inactive Investor,Jennifer Bortnick,Associate General Counsel,Edward Jones,jennifer.bortnick@edwardjones.com,,Salesforce
10935553,Inactive Investor,Kassandra Krason,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",kassandra.krason@ampf.com,,Salesforce
10773912,Inactive Investor,Christy Coupal,Principal,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Watertown MA 39 Main St",christy.coupal@ml.com,,Salesforce
92891,,Luis Sy,PWM,Morgan Stanley,luissy01@gmail.com,,
10897789,Inactive Investor,Georgina Wilkins,,Goldman Sachs & Co.,,,Salesforce
10918730,Inactive Investor,Edward Meinen,,"Osaic Wealth, Inc. Fort Worth TX 3403 S University Dr",,,Salesforce
10986827,Inactive Investor,Shelbi Neel,,"Farmers Financial Solutions, LLC Kansas City MO 409 NE Shady Lane Dr",sneel@farmersagent.com,,Salesforce
9561292,,Dennis McNearney,,,dmcnearney@fscadvisor.com,,List import
11016695,Inactive Investor,Jeffrey Pecorara,,"Allstate Financial Services, LLC White Plains NY 50 Main St",jpecorara@allstate.com,,Salesforce
9564951,,Melody Wright,,,melody@bankblvd.com,,List import
10958940,Inactive Investor,Kevin Churchill,Co-Chief Investment Officer,WaterRock Global Asset Management,kevin@waterrockglobal.com,,Salesforce
11121941,Inactive Investor,Anne Benton,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",anne.benton@ml.com,,Salesforce
10834251,Inactive Investor,Robert Bell,Chief Compliance Officer;President,"Mark Bell Advisory Services, Inc.",,,Salesforce
11195911,Inactive Investor,Peter Barna,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,peter.barna@citi.com,,Salesforce
10911843,Inactive Investor,Elizabeth Holland,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,elizabethholland@statefarm.com,,Salesforce
10854338,Inactive Investor,Patricia Huffman,Financial Advisor,Edward Jones Stillwater OK 409 S Duck St,patricia.huffman@edwardjones.com,,Salesforce
10974985,Inactive Investor,Marlene Sousa,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,marlene.sousa@primerica.com,,Salesforce
46831,,Erdinc AYAZ,,France,ayaz.erdinc75@gmail.com,,
11169326,Inactive Investor,Sarah Williams,Client Associate,UBS Financial Services Inc. Tulsa OK 6120 S Yale Ave,sarah.williams@ubs.com,,Salesforce
8242765,,Fxfvhj Ftyggi,,,fvgvj@service.com,,Web Form Fillout
10941905,Inactive Investor,Andrew Manuse,,NYLIFE Securities LLC Derry NH Private Residence,amanuse@ft.newyorklife.com,,Salesforce
11047469,Inactive Investor,Lars Anderson,,LPL Financial LLC Winter Park FL 120 S Park Ave,lars.anderson@lpl.com,,Salesforce
11008039,Inactive Investor,Lee Hagler,,Thrivent Investment Management Inc. Denver CO 501 S Cherry St,lhagler@pksinvest.com,,Salesforce
10763848,Inactive Investor,Julia Beck,Senior Vice President - Investments,Davenport & Company LLC Norfolk VA 101 W Main St,jbeck@investdavenport.com,,Salesforce
11035327,Inactive Investor,Helen Hoang,,LPL Financial LLC Houston TX 800 Town and Country Blvd,helen.hoang@lpl.com,,Salesforce
11066511,Inactive Investor,David Zhang,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10988782,Inactive Investor,Maxwell Lush,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",maxwell.lush@schwab.com,,Salesforce
11145894,Inactive Investor,Antoine Cenatus,,PFS Investments Inc. Miami FL 633 NE 167th St,antoine.cenatus@primerica.com,,Salesforce
10619566,,Brad DeHond,,,brad.dehond@morganstanley.com,,List Import
11003470,Inactive Investor,Sarah Hoesley,,"U.S. Bancorp Investments, Inc. Chicago IL 190 S la Salle St",,,Salesforce
111502,,Michael Ward,,GraphicsWard,graphicsward@gmail.com,5853551014,
10948444,Inactive Investor,Clinton Elledge,Financial Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",clinton.elledge@ampf.com,,Salesforce
10658707,,Michael Foreman,,,mforeman@calamos.com,,List Import
9604413,,CHRIS HUGHES,,,chris@ethtrust.co,,List import
9616863,,MICHAEL DUHAIME,,,michaelduhaime@hotmail.com,,List import
11054710,Inactive Investor,Nacoal Brooks,,PFS Investments Inc. Hollywood FL 3349 N University Dr,nacoal.brooks@primerica.com,,Salesforce
10931177,Inactive Investor,David Gurubel,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,david.gurubel@primerica.com,,Salesforce
11044309,Inactive Investor,Albin Zrile,,J.P. Morgan Securities LLC Midlothian TX 1371 W Main St,albin.zrile@jpmorgan.com,,Salesforce
10922697,Inactive Investor,Connor Foster,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,connor.foster@fmr.com,,Salesforce
11163286,Inactive Investor,Richard Kasparian,Financial Advisor,LPL Financial LLC Garden City NY 100 Garden City Plz,richard.kasparian@lpl.com,,Salesforce
9558571,,Steven Mercer,,,smercer@voyafa.com,,List import
9621876,,Leo Im,,,mrpooh@empas.com,,List import
11138952,Inactive Investor,Timothy Conner,Associate Financial Advisor,"Ameriprise Financial Services, LLC Asheboro NC 919 S Cox St",timothy.conner@ampf.com,,Salesforce
10615385,,Joshua Glazer,"Director - Alternative Investments, Financial Advisor, Senior Vice President",,josh.glazer@morganstanley.com,,List Import
11098811,Inactive Investor,Rory Mccrossan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10847276,Inactive Investor,Thomas Troccoli,,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",thomas.troccoli@osaic.com,,Salesforce
10999004,Inactive Investor,Patrick King,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
9618908,,Leonard Yaffe,,,len@kessefcapital.com,,List import
11062406,Inactive Investor,Michael Bronson,Chief Compliance Officer;Founder;Investment Advisor Representative,MB Financial Planning LLC,,,Salesforce
8480545,,David Madison,,Estate & Trust Advisors,david@etaadvisor.com,(847) 441-4600,List Import
10786174,Inactive Investor,Dennis Parlante,Senior Relationship Manager,"Charles Schwab & Co., Inc. Crofton MD Private Residence",dennis.parlante@schwab.com,,Salesforce
11162663,Inactive Investor,James Fleming,Financial Advisor,Edward Jones Fishers IN 11974 Fishers Crossing Dr,jim.fleming@edwardjones.com,,Salesforce
9551627,,Rebecca Neal,,,rebecca@keyrock.eu,,List import
10971683,Inactive Investor,Ian Alvarez,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",ian.alvarez@nm.com,,Salesforce
11173554,Inactive Investor,Richard Seltzer,,"OneAmerica Securities, Inc. Clearwater FL 1171 Lakeview Rd",richard.seltzer@oneamerica.com,,Salesforce
10764720,Inactive Investor,David Cornet,Branch Manager;Managing Director,"Stifel, Nicolaus & Company, Incorporated Canton OH 220 Market Ave S",,,Salesforce
10810108,Inactive Investor,Aric Jacobson,Advanced Planning Consultant,Commonwealth Financial Network San Diego CA 600 W Broadway,ajacobson@commonwealth.com,,Salesforce
10896273,Inactive Investor,Alex Meineke,,J.P. Morgan Securities LLC Cincinnati OH 3721 Montgomery Rd,alex.meineke@jpmorgan.com,,Salesforce
11069851,Inactive Investor,Andrew Lace,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10919376,Inactive Investor,Alex Post,,State Farm VP Management Corp. San Antonio TX 2602 N Loop 1604 W,,,Salesforce
10815983,Inactive Investor,Mohammad Zuberi,Financial Advisor,Edward Jones Seattle WA 3810 S Ferdinand St,ali.zuberi@edwardjones.com,,Salesforce
11000691,Inactive Investor,Andrew Abrams,,"Realta Equities, Inc. Wilmington DE 1201 N Orange St",aabrams@realtawealth.com,,Salesforce
11109653,Inactive Investor,Knox Ridley,,"Pruco Securities, LLC. Shreveport LA 7591 Fern Ave",knox.ridley@prudential.com,,Salesforce
10779525,Inactive Investor,Christopher Morgan,Financial Advisor;Senior Portfolio Manager,UBS Financial Services Inc. Stuart FL 712 SE Ocean Blvd,christopher.morgan@ubs.com,,Salesforce
11087691,Inactive Investor,Matthew Campbell,Financial Advisor,"Pruco Securities, LLC. Franklin NY 202 Main St",m.campbell@prudential.com,,Salesforce
11049358,Inactive Investor,Karolyn Lunsford,,"Geneos Wealth Management, Inc. Elberton GA Private Residence",,,Salesforce
10807102,Inactive Investor,Andrew Wentzler,,"Raymond James Financial Services, Inc. Spring TX 1330 Lake Robbins Dr",,,Salesforce
3684875,,Jason Gonzales,,,thebestrepair8@gmail.com,,Web Form Fillout
10971329,Inactive Investor,Shiva Senemar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,shiva_senemar@vanguard.com,,Salesforce
10658660,,James Clarke,,,james.clarke@primerica.com,,List Import
10617231,,Mark Byars,,,mark.byars@raymondjames.com,,List Import
332599,,Matthew Matthew,,TBD,howardmatthew412@gmail.com,5017107794,
11183808,Inactive Investor,Constance Bessa-Rittler,,"Osaic Wealth, Inc. Waukesha WI Private Residence",cbessa@royalaa.com,,Salesforce
10905568,Inactive Investor,Conrad Seastrunk,Managing Member,"Seastrunk Financial Management, LLC",,,Salesforce
11010786,Inactive Investor,Kamil Rehman,,Edward Jones Santa Monica CA 1048 9th St,,,Salesforce
11039279,Inactive Investor,Bruce Addison,Financial Advisor;Insurance Planning Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Portsmouth NH 1 Harbour Pl,bruce.addison@morganstanley.com,,Salesforce
11066829,Inactive Investor,April Roberts,Chief Compliance Officer;Managing Member,"RWM Capital, LLC",aroberts@robertswealth.com,,Salesforce
11193752,Inactive Investor,Raegen Richard,Financial Advisor,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",raegen.richard@ampf.com,,Salesforce
11175865,Inactive Investor,Brett Lindeman,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. San Diego CA 3580 Carmel Mountain Rd",brett.lindeman@firstcitizens.com,,Salesforce
10853300,Inactive Investor,Robert Cordiak,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",robert.cordiak@rbc.com,,Salesforce
11190203,Inactive Investor,Peter Costanzo,Executive Vice President;Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,pcostanzo@janney.com,,Salesforce
9575564,,Peter Corsi,,,pcorsi@endurancewealth.com,,List import
9627047,,kharris wijaya,,,khariz.wijaya@gmail.com,,List import
10759346,Inactive Investor,Aaron Olson,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",aaron.olson@schwab.com,,Salesforce
10869666,Inactive Investor,George Madrigal,,PFS Investments Inc. Watsonville CA 3 Hangar Way,george.madrigal@primerica.com,,Salesforce
11012271,Inactive Investor,Benjamin Dewhurst,Wealth Manager,LPL Financial LLC Denver CO Private Residence,benjamin.dewhurst@lpl.com,,Salesforce
9627194,,LEVENT SA?DIÇ,,,levent.sagdic@hotmail.com,,List import
11015135,Inactive Investor,Roosvelt Gutierrez,,"Bankers Life Securities, Inc. Port Saint Lucie FL 1100 SW Saint Lucie West Blvd",roosvelt.gutierrez@bankerslife.com,,Salesforce
218364,,Kelly Richardson,,[Unknown],huskerviking@outlook.com,,
9592551,,Jonathan Velarde,,,jvelarde@velcar.pe,,List import
167052,,Arne Wittevrongel,,[Unknown],arne.wittevrongel@gmail.com,,
11045200,Inactive Investor,Tyler Slavin,Assistant Vice President;Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",tyler.h.slavin@ml.com,,Salesforce
321667,,Nikita Lnc,No,ASEM,nikitalnc.mailbox@gmail.com,,Manual List Upload
234823,, -,,[[Unknown]],detkhobut@gmail.com,,Organic Search
10852930,Inactive Investor,Anne Brennan,Chief Risk Officer,Neuberger Berman BD LLC,anne.brennan@nb.com,,Salesforce
10903849,Inactive Investor,Thomas Garvey,Chief Compliance Officer;Investment Advisor Representative;President,LCR Wealth Management LLC,,,Salesforce
11207020,Inactive Investor,Tania Volk,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",tania.volk@schwab.com,,Salesforce
229759,, -,,[[Unknown]],winettejg@gmail.com,,
10832604,Inactive Investor,William Mixdorf,,Commonwealth Financial Network Plano TX 5409 Grasmere Dr,bmixdorf@commonwealth.com,,Salesforce
70160,,Jeannette Jones,"Founder, Chief Compliance Officer",Asset Advisory Group Inc,jjones@taaginc.com,513-771-7222,Manual List Upload
10918590,Inactive Investor,Robert Apple,Financial Advisor,LPL Financial LLC Beachwood OH 3750 Park East Dr,robert.apple@lpl.com,,Salesforce
9548993,,Harry Willson,,,hwillson2@gmail.com,,List import
9607978,,frank cavallo,,,frank.a.cavallo@citi.com,,List import
10829987,Inactive Investor,Thomas Ross,Founding Partner;Managing Member,Bridgewater Asset Management LLC,tom.ross@bwam.net,,Salesforce
11037017,Inactive Investor,Van E Johnson,,Redwood Private Wealth Tempe AZ 4600 S Mill Ave,,,Salesforce
11123802,Inactive Investor,Amanda Madsen,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,amanda.m.madsen@chase.com,,Salesforce
11107273,Inactive Investor,Anna Hovakimyan,,J.P. Morgan Securities LLC Sherman Oaks CA 13949 Ventura Blvd,anna.hovakimyan@jpmorgan.com,,Salesforce
10820219,Inactive Investor,Frank Libardoni,Financial Planner,"IBN Financial Services, Inc. Salem MA 70 Washington St",blibardoni@ibrokernet.com,,Salesforce
11019308,Inactive Investor,Edith Wheeler,,"Osaic Wealth, Inc. Saint Petersburg FL 5700 1st Ave N",,,Salesforce
9562164,,Jennifer Moss,,,jenn.moss@wealthspire.com,,List import
10953182,Inactive Investor,Matthew Vallely,,"Raymond James Financial Services, Inc. Phoenix AZ 3230 E Baseline Rd",matthew.vallely@raymondjames.com,,Salesforce
10846304,Inactive Investor,Sandra Loys,Financial Advisor,Morgan Stanley Cockeysville MD 303 International Cir,sandra.loys@morganstanley.com,,Salesforce
10758302,Inactive Investor,Debra Lawson,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stockton CA 3255 W March Ln",debra.lawson@ml.com,,Salesforce
10902746,Inactive Investor,Peter Kobin,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Cedarburg WI W67N222 Evergreen Blvd",peter.kobin@wfafinet.com,,Salesforce
10854962,Inactive Investor,Charles Webb,Partner;Private Wealth Manager,Creative Planning San Diego CA 12760 High Bluff Dr,,,Salesforce
11079440,Inactive Investor,David Rebeske,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",david.rebeske@schwab.com,,Salesforce
10800227,Inactive Investor,Jay Desai,Chief Compliance Officer;President,"Macro Advisors, Inc.",jdesai@macroadv.com,,Salesforce
10643974,,Mark Lucaccioni,,,mark.lucaccioni@lpl.com,,List Import
11035373,Inactive Investor,Gerard Frawley,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,gfrawley@glic.com,,Salesforce
9466567,,Peter Millsap,,Peter Millsap,pmillsap@nksfb.com,,3rd Party Lead Gen
10802355,Inactive Investor,David Friedman,,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,david.friedman@ubs.com,,Salesforce
344078,,Richard Shuster,Lead Portfolio Manager,Boston Partners,rshuster@boston-partners.com,617-832-8200,Manual List Upload
351871,,Gregory Cunningham,"Vice President, Investments","Raymond James & Associates, Inc.",greg.cunningham@raymondjames.com,727-567-1000,Manual List Upload
11039152,Inactive Investor,Chad Colston,,"Farmers Financial Solutions, LLC La Mesa CA 7870 El Cajon Blvd",ccolston@farmersagent.com,,Salesforce
11057820,Inactive Investor,Jose Caratachea,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jose_caratachea@vanguard.com,,Salesforce
10762240,Inactive Investor,Richard Sullivan,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",,,Salesforce
11091590,Inactive Investor,Jennifer Warren,,State Farm VP Management Corp. Boston NY 8407 Boston State Rd,jennifer.warren.j3ky@statefarm.com,,Salesforce
11117466,Inactive Investor,William Castrillon,,PFS Investments Inc. Fontana CA 7740 Edison Ave,wcastrillon@primerica.com,,Salesforce
351331,,Caoimhe Browne,"Finance, Executive Assistant","Hastings Equity Partners, Llc",cbrowne@hastingsequity.com,781-314-9596,Manual List Upload
11002347,Inactive Investor,Cenwei Cai,,J.P. Morgan Securities LLC Elmhurst NY 7906 Broadway,cenwei.cai@jpmorgan.com,,Salesforce
10995978,Inactive Investor,Letizia Carlisto,,Navis Wealth Advisors LLC,,,Salesforce
10947740,Inactive Investor,Matthew Dolan,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
9641660,,Krzysztof Kolaczynski,,,kolaczynski@protonmail.com,,List import
9592362,,Eugene Gorab,,,gorabg@greenfieldpartners.com,,List import
10974188,Inactive Investor,Lacey Molina,Senior Compliance Manager,"Raymond James & Associates, Inc. Houston TX Private Residence",lacey.molina@raymondjames.com,,Salesforce
11220713,,Patrick Araujo-Lipine,,,paraujo-lipine@breckinridge.com,,Other
9609313,,David Dreyfuss,,,dhdreyfuss@gmail.com,,List import
11163242,Inactive Investor,Michael Johnson,Financial Advisor,LPL Financial LLC Clare MI 650 W 5th St,,,Salesforce
10644978,,Jason Siegendorf,,,jsiegendorf@harrisassoc.com,,List Import
46818,,Andres Aguerrevere,,United States,andreshcd@gmail.com,,
11181276,Inactive Investor,Jingyi Ke,,Citigroup Global Markets Inc. Mountain View CA 608 San Antonio Rd,,,Salesforce
10952389,Inactive Investor,Kyle Edmiston,Financial Advisor,Edward Jones Springfield IL 2509 W Iles Ave,edmiston@edwardjones.com,,Salesforce
10818167,Inactive Investor,Justin Patrick,Chief Technology Officer,Dynamic Wealth Advisors,jpatrick@dynamicwealthadvisors.com,,Salesforce
372843,,Robert Buhl,,United States,bbuhl@sbcglobal.net,,source
11147587,Inactive Investor,Scott Shames,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,sshames@allianceg.com,,Salesforce
10976759,Inactive Investor,Atif Haq,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
10616092,,Timothy Moffitt,,,tim.moffitt@ampf.com,,List Import
9568281,,Ba Plant,,,ba.lant1990@gmail.com,,List import
10614658,,Lily Seto,"Financial Advisor, Wealth Management Associate",,lily.seto@morganstanley.com,,List Import
348190,,Lawrence Hamtil,"Member, Assistant Portfolio Manager","Fortune Financial Advisors, Llc",lhamtil@fortunefinancialadvisors.com,913-393-0038,Manual List Upload
11203140,Inactive Investor,Max Sanchez,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,max.sanchez@primerica.com,,Salesforce
9545968,,torey seymour-russell,,,toreysr@slshouses.com,,List import
11090618,Inactive Investor,Christian Nicholson Von,,J.P. Morgan Securities LLC New Albany OH 5455 New Albany Rd W,christian.nicholsonvon@jpmorgan.com,,Salesforce
10891881,Inactive Investor,Mark Dilling,,"Wells Fargo Clearing Services, LLC Fond Du Lac WI 101 Camelot Dr",,,Salesforce
10883194,Inactive Investor,Carl Adams,Managing Director,AlphaCore Capital LLC,cadams@alphacorecap.com,,Salesforce
10919684,Inactive Investor,Lance Eitel,,"Farmers Financial Solutions, LLC Flint TX 17052 FM 2493",leitel@farmersagent.com,,Salesforce
11031615,Inactive Investor,Reed Meyer,,"Summit Global Investments, LLC",,,Salesforce
10959638,Inactive Investor,Nicholas Rischard,,Citigroup Global Markets Inc. Dallas TX 2001 Ross Ave,,,Salesforce
11006082,Inactive Investor,Mary Saladino,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,mcsaladino@ft.newyorklife.com,,Salesforce
10848819,Inactive Investor,David Durrill,Branch Manager;Managing Director,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",cole.durrill@wellsfargoadvisors.com,,Salesforce
9598949,,Clive Al,,,cliveallen101@gmail.com,,List import
9638228,,Ronald Rosser,,,rrosser@local60.com,,List import
9561685,,Ayomide Akindele,,,akinyanuo@outlook.com,,List import
10861008,Inactive Investor,Nicole Boniface,Business Manager,"Raymond James & Associates, Inc. Houston TX 500 Dallas St",nicole.boniface@raymondjames.com,,Salesforce
11086778,Inactive Investor,Van B Du,,J.P. Morgan Securities LLC Westminster CA 6951 Bolsa Ave,van.du@jpmorgan.com,,Salesforce
9625541,,Watson Loke,,,watson.loke@gmail.com,,List import
196102,,Alfi Andi,,[Unknown],alfiandi743@gmail.com,,source
11198452,Inactive Investor,Ronn Christensen,Chief Compliance Officer;Managing Principal;President,"North Pointe Financial Advisors, Inc",ronn@northpointeadvisors.com,,Salesforce
10809181,Inactive Investor,Dennis Judd,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",dennis.judd@tiaa.org,,Salesforce
11053201,Inactive Investor,Gerald Loftin,Chief Compliance Officer;Managing Member;Principal,"Proficient Wealth Counselors, LLC",gerald@proficientwealth.com,,Salesforce
10782134,Inactive Investor,Valerie Molinaro,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",valerie_molinaro@ml.com,,Salesforce
11139881,Inactive Investor,Kinchi Emmanuel,,PFS Investments Inc. Derwood MD 7642 Standish Pl,kemmanuel@primerica.com,,Salesforce
9451950,,Charles Wade,,,drchuckwade@gmail.com,,Web Form Fillout
11163384,Inactive Investor,Michael Zepeda,Financial Planner;Financial Professional,"MML Investors Services, LLC La Jolla CA 4275 Executive Sq",mjzepeda@financialguide.com,,Salesforce
10994575,Inactive Investor,Andrew Mcglamory,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10989274,Inactive Investor,Gabriel Veve,Managing Partner,Epiqwest Culver Wealth Advisors LLC,gabriel.veve@epiqwest.com,,Salesforce
9562459,,Matthew Plevelich,,,mplevelich@newspringcapital.com,,List import
10658001,,Thomas Hudepohl,,,thudepohl@americanportfolios.com,,List Import
11072552,Inactive Investor,Ashlyn Klaski,Financial Advisor,Edward Jones New Baltimore MI 50979 Washington St,ashlyn.willard@edwardjones.com,,Salesforce
215577,,Mark Bloch,,[Unknown],markbloch@mail.com,,Content
9602478,,J'neanne Theus,,,jtheus@marathonfinancialgrp.com,,List import
10832856,Inactive Investor,Nicholas McFadden,Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",nicholas.mcfadden@ml.com,,Salesforce
11197188,Inactive Investor,Russell Dunn,,Cetera Financial Specialists LLC Centerport NY Private Residence,russell.dunn@ceterafs.com,,Salesforce
11235185,Inactive Investor,Stephen Wilkins,Research Analyst;Trade Operations,"Patton Albertson Miller Group, LLC",connor.wilkins@pamwealth.com,,Salesforce
10857421,Inactive Investor,Paul Bryan,Financial Advisor,Edward Jones Wayzata MN 1421 Wayzata Blvd,paul.bryan@edwardjones.com,,Salesforce
10931176,Inactive Investor,Seth Fulton,Investment Advisor Representative,"Osaic Wealth, Inc. Johnston IA 6165 NW 86th St",,,Salesforce
10865350,Inactive Investor,David Hartman,,"Osaic Wealth, Inc. Rocklin CA 4145 Rocklin Rd",,,Salesforce
10946661,Inactive Investor,Joseph Spina,,"Osaic Wealth, Inc. Bedminster NJ 221 Somerville Rd",,,Salesforce
11130204,Inactive Investor,Matthew Brown,,"RBC Capital Markets, LLC",,,Salesforce
11005323,Inactive Investor,John Schiro,,"Wealth Enhancement Brokerage Services, LLC",jschiro@wealthenhancement.com,,Salesforce
10489319,,Robert Senter,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,robert.senter@ubs.com,469-440-0595,List Import
11140421,Inactive Investor,Charles Heare,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,charles.heare@ubs.com,,Salesforce
10963734,Inactive Investor,Harrison King,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",harrison.king@tiaa-cref.org,,Salesforce
11103358,Inactive Investor,Mark Wolfe,,Cetera Advisor Networks LLC Omaha NE 14600 Branch St,,,Salesforce
11146868,Inactive Investor,Francis Math-Osagie,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",francis.math-osagie@ml.com,,Salesforce
11190639,Inactive Investor,Joshua Frankel,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",josh_frankel@ml.com,,Salesforce
370348,,Andy Teed,,,adteed@yahoo.com,,Salesforce
10400971,,Sarabvir Singh,,,sarabvir@gmail.com,,Web Form Fillout
10910198,Inactive Investor,David Spanier,Financial Advisor,Commonwealth Financial Network Cedar Rapids IA 222 3rd Ave SE,dspanier@commonwealth.com,,Salesforce
11106167,Inactive Investor,Zachary Walters,Chief Investment Officer,"Walled Lake Planning & Wealth Management, LLC",,,Salesforce
11172720,Inactive Investor,Micah Oliver,Financial Advisor,Edward Jones Smithville TX 301 Royston St,micah.oliver@edwardjones.com,,Salesforce
10793047,Inactive Investor,Pingsue Ng,,NYLIFE Securities LLC New York NY 420 Lexington Ave,pingsueng@ft.newyorklife.com,,Salesforce
10896185,Inactive Investor,Erin Burke,Private Client Advisor,J.P. Morgan Securities LLC Sonoma CA 501 Broadway,erin.burke@jpmorgan.com,,Salesforce
11055646,Inactive Investor,Brent Walker,,"ValMark Securities, Inc. Jackson MS 2630 Ridgewood Rd",,,Salesforce
10868389,Inactive Investor,David Irwin,,Cetera Advisor Networks LLC Saint Louis MO 11600 Manchester Rd,irwind@ceteranetworks.com,,Salesforce
10889469,Inactive Investor,Caroline Hill,Vice President;Wealth Manager,"Sage, Rutty & Co., Inc.",chill@sagerutty.com,,Salesforce
11199538,Inactive Investor,Ryan Elenbaas,,"Advisory Alpha, LLC Zeeland MI 250 S State St",,,Salesforce
11153330,Inactive Investor,Jason Manuel,,"Ascensus Broker Dealer Services, LLC Greensboro NC 101 Centreport Dr",,,Salesforce
11221388,,Steven Guarascio,,,guarascios@ceteranetworks.com,,List Import
11144766,Inactive Investor,Timothy Trexler,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley Newtown Square PA 3803 W Chester Pike,tim.trexler@morganstanley.com,,Salesforce
9630391,,Paul Anctil,,,paulanctil@icloud.com,,List import
11212290,Inactive Investor,Ian Adler,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9609057,,Trent James,,,hempoilsurfer@protonmail.com,,List import
335110,,Marc Dion,Managing Member,Morgan Dempsey Capital Management Llc,mdion@morgandempsey.com,414-319-1080,Manual List Upload
10870116,Inactive Investor,Katherine Olson,,Cetera Advisor Networks LLC,,,Salesforce
11204924,Inactive Investor,Wade Steverson,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 9996 Scripps Ranch Blvd",wade.h.steverson@wellsfargo.com,,Salesforce
11137543,Inactive Investor,Colin Berthaut,,LPL Financial LLC Metairie LA 3223 8th St,colin.berthaut@lpl.com,,Salesforce
11091937,Inactive Investor,Juliana Kriske,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
11150675,Inactive Investor,Karin Feldstein,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,kfeldstein@ft.newyorklife.com,,Salesforce
168715,,Oludare Nuga,,[Unknown],oludaremoses202@gmail.com,,Paid Social
9623541,,Harry Huang,,,hhuangs@yahoo.com,,List import
11135930,Inactive Investor,Paul Bello,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11213380,Inactive Investor,Stephen Johnson,,Cetera Investment Services LLC Woodbridge NJ 604 Amboy Ave,stephen.johnson@ceterais.com,,Salesforce
10619170,,Jain Kim,,,jain.kim@kabouterfund.com,,List Import
11174341,Inactive Investor,Aditya Jalan,,Neuberger Berman BD LLC,ajalan@nb.com,,Salesforce
10852475,Inactive Investor,Christopher Plummer,Chief Compliance Officer,Seven Mile Advisory LLC Ewing NJ 100 Charles Ewing Blvd,,,Salesforce
10982927,Inactive Investor,Shad White,Vice President - Private Wealth Management,CWA Asset Management Group,shad@cwafgi.com,,Salesforce
10908991,Inactive Investor,Paul Hayden,Financial Advisor,"Ameriprise Financial Services, LLC West Salem WI 650 Commerce St",paul.hayden@ampf.com,,Salesforce
371616,,Jason Allan,,[Unknown],jasallan@gmail.com,,Salesforce
10924101,Inactive Investor,John Mccadd,Senior Associate,"Northern Trust Securities, Inc.",,,Salesforce
10963023,Inactive Investor,Isaac Mccabe,Financial Advisor,Edward Jones Bayside NY 21333 39th Ave,isaac.mccabe@edwardjones.com,,Salesforce
9560801,,Ryan McCall,,,ryan@clarendonwealth.com,,List import
10956019,Inactive Investor,Cathy Pereira,,"Manning & Napier Investor Services, Inc.",cpereira@manning-napier.com,,Salesforce
11055055,Inactive Investor,Robert Lowery,,State Farm VP Management Corp.,bob.lowery.m17m@statefarm.com,,Salesforce
11169841,Inactive Investor,Lydia Mernin,,"Raymond James Financial Services, Inc. Suffolk VA 5806 Harbour View Blvd",lydia.mernin@raymondjames.com,,Salesforce
10817387,Inactive Investor,Mark Poitras,Financial Advisor,LPL Financial LLC Anaheim CA 2300 E Katella Ave,mark.poitras@lpl.com,,Salesforce
9592948,,Nathaniel Klitzing,,,nklitzing@cambridgecapitalmgt.com,,List import
10773290,Inactive Investor,Ricardo Vazquez,Global Institutional Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
10892305,Inactive Investor,Oscar Deleon,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,oscar.deleon@fmr.com,,Salesforce
11205358,Inactive Investor,Todd Breeding,,"Frost Brokerage Services, Inc. Fort Worth TX 640 Taylor St",tbreeding@frostbank.com,,Salesforce
10813218,Inactive Investor,Nathan McLaughlin,Financial Advisor,Edward Jones Ashburn VA 44110 Ashburn Shopping Plz,nathan.mclaughlin@edwardjones.com,,Salesforce
11186101,Inactive Investor,Jeffrey Naiman,,LPL Financial LLC La Mesa CA 9340 Fuerte Dr,jeffrey.naiman@lpl.com,,Salesforce
9583363,,Yauheni Makhnach,,,mahnach.evgeny95@gmail.com,,List import
192560,,Jean Farley,,private,farpart@yahoo.com,9419008118,
9488221,,Amy Darscheid,,,aberkob49@gmail.com,2699675680,Web Form Fillout
9574870,,Ehsan Goodarzi,,,ehsan_goodarzi@hotmail.com,,List import
11021193,Inactive Investor,Susan Hasenstein,,LPL Financial LLC Phoenix AZ 1850 N Central Ave,susan.hasenstein@lpl.com,,Salesforce
10945771,Inactive Investor,Jennifer Galofre,,"Wells Fargo Clearing Services, LLC Miami FL 17401 SW 97th Ave",,,Salesforce
11002382,Inactive Investor,John Sheppard,,"RBC Capital Markets, LLC",,,Salesforce
62544,,April Wood,,"CUSO Financial Services, L.P.",april.wood@cusonet.com,317-916-7700,
11142927,Inactive Investor,William Stinger,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
240349,,Donald Wyrick,,[Unknown],dumpjetftr@aol.com,,Direct
10963783,Inactive Investor,Casandra Kirby,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,ckirby@primerica.com,,Salesforce
1001883,Inactive Investor,Chuck Arnold,"Senior Vice President, Dry Cargo",Ingram Family Office,chuck.arnold@ingrambarge.com, +1 615 298 8200,
10978844,Inactive Investor,Jonathan Holloway,,"Truist Investment Services, Inc. Atlanta GA 121 Perimeter Ctr W",jonathan.holloway@truist.com,,Salesforce
9620009,,Robert Armstrong,,,robertarmstrong@yahoo.com,,List import
10855258,Inactive Investor,Joshua Rocha,Branch Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",josh.rocha@schwab.com,,Salesforce
10979093,Inactive Investor,Jamal Khalife,,"Allstate Financial Services, LLC Philadelphia PA 770 S 13th St",jsk@allstate.com,,Salesforce
197911,,eric mcgrew,,United States,emcgrew1@gmail.com,,source
10840595,Inactive Investor,Thomas Katz,Financial Advisor,Edward Jones Great Falls MT 720 River Dr S,tom.katz@edwardjones.com,,Salesforce
11004602,Inactive Investor,Angela Denk,Financial Advisor,"Osaic Wealth, Inc. Marshfield WI 1001 N Central Ave",,,Salesforce
10914362,Inactive Investor,Allyson Martinez,Investment Specialist;Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,allyson.martinez@jpmorgan.com,,Salesforce
10883495,Inactive Investor,Jason Rasmussen,Senior Advisor,"Soltis Investment Advisors, LLC Southlake TX 2131 Kirkwood Blvd",jason@soltisadvisors.com,,Salesforce
9646217,,Theresa Strickland,,,theresa.strickland@cypresscapitalgroup.com,,List import
10806938,Inactive Investor,Bruce Elliott,Director;Financial Consultant;Financial Strategist,"Equitable Advisors, LLC Roanoke VA 4502 Starkey Rd",bruce.elliott@equitable.com,,Salesforce
11105293,Inactive Investor,Kellan Caldwell,Wealth Advisor,Thrivent Investment Management Inc. Houston TX 5600 NW Central Dr,kellan.caldwell@thrivent.com,,Salesforce
11100794,Inactive Investor,Paul Renfro,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,paul.renfro@fidelity.com,,Salesforce
10912147,Inactive Investor,Edward Quinlan,,"Osaic Wealth, Inc. Carlsbad CA 2403 La Costa Ave",,,Salesforce
337858,,Jeffrey Putnam,Analyst,"Donald Smith & Co., Inc.",jputnam@donaldsmithandco.com,212-284-0990,Manual List Upload
25129,,Justin -,,[[Unknown]],mail@justinfay.me,,Direct
9634618,,Gary Gordon,,,gary.gordon@us.hsbc.com,,List import
11146717,Inactive Investor,Jackelyn Khalid,,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",,,Salesforce
10968501,Inactive Investor,Taytum McAdams,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9566130,,Will Cleland,,,wjcleland13@gmail.com,,List import
103687,,Deena Otto,,Wescom Credit Union,dotto@wesom.org,,
11026974,Inactive Investor,Kirk Haldeman,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kirk.haldeman@jpmorgan.com,,Salesforce
11225694,,Sebastian Aiden,,,sebastian.aidenseo@gmail.com,,Web Form Fillout
11236869,Inactive Investor,Angela Moore,Financial Advisor,PlanRock Investments LLC Beechgrove TN Private Residence,amoore@planrock.com,,Salesforce
11172785,Inactive Investor,Raj Chaudhari,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,raj_chaudhari@vanguard.com,,Salesforce
210980,,Peter Smith,,[Unknown],l8ip1xao2o69@opayq.com,,
10784100,Inactive Investor,Dana Zimbro,Financial Advisor,"Wells Fargo Clearing Services, LLC Carbondale IL 1401 Financial Park",dana.zimbro@wellsfargoadvisors.com,,Salesforce
11118230,Inactive Investor,Dale Gonzaga,Complex Assistant Manager;Vice President,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",dale.gonzaga@rbc.com,,Salesforce
10866114,Inactive Investor,Scott Herrell,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,sherrell@ft.newyorklife.com,,Salesforce
11261196,Inactive Investor,Caroline Sarles,Financial Planner;Investment Advisor Representative,Hokin Investment Advisors Inc.,caroline@hokinadvisors.com,,Salesforce
10893499,Inactive Investor,Benjamin Lormand,,"Signal Securities, Inc. Rayne LA 108 S Adams Ave",blormand@signalsecurities.com,,Salesforce
63485,,Richard Alter,,"Securities America Advisors, Inc.",richard.alter@securitiesamerica.com,561-394-6226,
9640601,,Steve Gilbertson,,,steveg1866@gmail.com,,List import
10950168,Inactive Investor,Jerome Gregory,,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",,,Salesforce
10659257,,Jonathan Kaufman,,,jkaufman@williamblair.com,,List Import
11184948,Inactive Investor,Justin Gibson,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",justin.gibson@truist.com,,Salesforce
344726,,Crystal Howser,Computer Operator,"New Horizon Financial Strategies, Llc",crystal@strebelcpa.com,607-275-1275,Manual List Upload
10946423,Inactive Investor,Samantha Hoagland,Client Associate;Portfolio Associate,Neuberger Berman BD LLC,samantha.hoagland@nb.com,,Salesforce
11006105,Inactive Investor,Matthew Mirabella,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",matthew.mirabella@equitable.com,,Salesforce
10785696,Inactive Investor,Nathan Ahearn,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,nathan.r.ahearn@jpmorgan.com,,Salesforce
371506,,Rebecca Chu,,United States,rebeccaandfred@gmail.com,,Salesforce
164651,,Gerald Nicolette,,[Unknown],nicolette56@aol.com,,Direct
370352,,KENNETH ARAMAKI,,[Unknown],ktahaw@gmail.com,,Direct
11177088,Inactive Investor,Tia Llewellyn,,Cetera Advisor Networks LLC Jim Thorpe PA 1202 North St,llewellynt@ceteranetworks.com,,Salesforce
10772809,Inactive Investor,Gregory Perjak,Portfolio Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,gregory.perjak@morganstanley.com,,Salesforce
11135235,Inactive Investor,Nicole Bynum,,"American Fidelity Securities, Inc.",nicole.bynum@americanfidelity.com,,Salesforce
123889,,Scott Walker,,"Hightower Advisors, Llc",scott@casperlabs.io,(404) 841-6800,
11059108,Inactive Investor,Frank Pizzuto,Financial Advisor,Edward Jones Gettysburg PA 249 York St,frank.pizzuto@edwardjones.com,,Salesforce
10895026,Inactive Investor,Donald Bagley,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",donald.bagley@prudential.com,,Salesforce
10822897,Inactive Investor,Alan Rizzuto,Financial Advisor,"Wells Fargo Clearing Services, LLC Paramus NJ 461 From Rd",alan.rizzuto@wellsfargoadvisors.com,,Salesforce
11165208,Inactive Investor,Austin Barger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11181672,Inactive Investor,Lilliam Araque,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,lilliam.araque@fmr.com,,Salesforce
160637,,Nishant Gandhi,,[Unknown],nishantsgandhi@gmail.com,,Organic Search
10845243,Inactive Investor,Stephen Estler,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",sestler@massmutual.com,,Salesforce
11108369,Inactive Investor,Chiashin Chen,Chief Compliance Officer,"Tigress Financial Partners, LLC",,,Salesforce
11084318,Inactive Investor,Nathan Barnes,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
10959306,Inactive Investor,Faith Armstrong,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9593811,,Joseph Scime,,,jscime@dimeoschneider.com,,List import
11228718,Inactive Investor,Hailee Kaske,,J.P. Morgan Securities LLC Westland MI 7750 N Wayne Rd,hailee.kaske@jpmorgan.com,,Salesforce
10992125,Inactive Investor,Kausik Gangopadhyay,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10837489,Inactive Investor,Amy Wasser,,"Raymond James Financial Services, Inc. Pleasant Hill CA Private Residence",amy.wasser@raymondjames.com,,Salesforce
9908559,,Adam Morgan McCarthy,,,adam@dlnews.com,,Web form fillout
11159221,Inactive Investor,Frank Ortega,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
9601685,,Elgin Nowoswiat,,,jimandelgin@yahoo.com,,List import
10603594,,Adam Bernstein,"Chief Investment Officer, Limited Partner, Regulatory Contact","Hook Mill Capital Partners, LP",abernstein@hookmillcapital.com,,List Import
10814682,Inactive Investor,Martin Peskin,Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,mpeskin@sovereigngrp.com,,Salesforce
10656987,,Samuel Gutierrez,,,samuel.gutierrez@primerica.com,,List Import
10854268,Inactive Investor,Kristen Beckstead,Financial Planner;Vice President,"First Horizon Advisors, Inc. Nashville TN 1 Music Cir S",kkbeckstead@firsthorizon.com,,Salesforce
9551688,,Jahmiah Armstrong,,,treybadkid@gmail.com,,List import
2494289,,Sharpuarish jsharpuarish,,,saqibsbb199@gmail.com,,
242034,,Fabian Smith,Financial Advisor,Blue Skies Financial Advisors,fabian@blueskiesplan.com,,Event
11192830,Inactive Investor,Tracy Nolen,Senior Registered Associate,Morgan Stanley Red Bank NJ 20 Linden Pl,tracy.a.nolen@morganstanley.com,,Salesforce
10818002,Inactive Investor,Charles Flowers,Chief Investment Officer;Co-President,"Abacus Planning Group, Inc.",charles@abacusplanninggroup.com,,Salesforce
10820908,Inactive Investor,Ira Isaacs,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",isaacs_ira@nlvmail.com,,Salesforce
10761180,Inactive Investor,Rocco Petito,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,rocco.petito@opco.com,,Salesforce
10806316,Inactive Investor,Mitchell Ewart,Financial Advisor;Member,Apella Wealth,,,Salesforce
11118764,Inactive Investor,Milan Cavic,,"Truist Investment Services, Inc. Fairfax VA 4020 University Dr",milan.cavic@truist.com,,Salesforce
11063847,Inactive Investor,Jennifer Bocci,,PFS Investments Inc. Lombard IL 55 W 22nd St,jennifer.brann@primerica.com,,Salesforce
186697,,Hoang Vuong,,[Unknown],nguyenhoang1096@gmail.com,,source
11117585,Inactive Investor,April Duhigg,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,april_duhigg@vanguard.com,,Salesforce
10881982,Inactive Investor,Steven Hooven,Financial Advisor,Edward Jones Augusta GA 2816 Hillcreek Dr,dwayne.hooven@edwardjones.com,,Salesforce
11091320,Inactive Investor,Mark Eberhart,,Edward Jones Westfield IN 350 E Main St,mark.eberhart@edwardjones.com,,Salesforce
10987108,Inactive Investor,Douglas Forlano,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,dforlano@primerica.com,,Salesforce
11082962,Inactive Investor,Michael Hartman,Financial Consultant,Commonwealth Financial Network Stuart FL 515 SW Camden Ave,mhartman@cfnmail.com,,Salesforce
11025411,Inactive Investor,Trevor Young,Financial Advisor,LPL Financial LLC Pittsburgh PA 153 Thousand Oaks Dr,trevor.young@lpl.com,,Salesforce
9633382,,Tammy Cox,,,tlynncox1@gmail.com,,List import
11057117,Inactive Investor,Terrence Edwards,,J.P. Morgan Securities LLC Collierville TN 1035 W Poplar Ave,terrence.edwards@jpmorgan.com,,Salesforce
10791343,Inactive Investor,Belennette Geisel,,Cetera Advisor Networks LLC Torrance CA 25500 Hawthorne Blvd,geiselb@ceteranetworks.com,,Salesforce
10845641,Inactive Investor,Erinn Strohm,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",erinn.strohm@bofa.com,,Salesforce
11106107,Inactive Investor,Spencer Cooper,Chief Wealth Strategist;Principal,RZH Advisors LLC,spencerc@rzhadvisors.com,,Salesforce
11120116,Inactive Investor,Katrina Hawkins,Investment Advisor,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,katrina.hawkins@primerica.com,,Salesforce
10783352,Inactive Investor,Erich Pautz,,Edward Jones Ballwin MO Private Residence,erich.pautz@edwardjones.com,,Salesforce
203981,,stephen ullrich,,N/a,sfullrich@gmail.com,3058787805,
10955629,Inactive Investor,Marsha Smith,Administrative Assistant,LPL Financial LLC Park Rapids MN 300 1st St W,marsha.smith@lpl.com,,Salesforce
10826649,Inactive Investor,Edmond Theobald,,"Hazard & Siegel, Inc.",etheobald@hazardsiegel.com,,Salesforce
9589637,,Olamide Idris,,,olamideidris0@gmail.com,,List import
341511,,Kirk Schneider,Executive Officer,Landscape Capital Management Llc,kirk@landscapecapital.com,201-266-7984,Manual List Upload
11061512,Inactive Investor,Kevin Lindley,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11185944,Inactive Investor,Robert Kaluza,,"Wells Fargo Clearing Services, LLC",,,Salesforce
368131,,Scott Herrman,Advisor,,sctthrrmn@gmail.com,,Webinar
9560507,,Camille Kelly,,,camillelkelly@gmail.com,,List import
173752,,Bruce Lawrence,,[Unknown],lawrencebruce@sbcglobal.net,,
11005638,Inactive Investor,David Stentz,,Edward Jones Fort Worth TX 1012 Winscott Rd,,,Salesforce
10987329,Inactive Investor,Andrew Best,,"M Holdings Securities, Inc. Orlando FL 6735 Conroy Windermere Rd",,,Salesforce
11085853,Inactive Investor,Stephanie Moreira Jacobowitz,,NYLIFE Securities LLC New York NY 285 Fulton St,smoreira@ft.newyorklife.com,,Salesforce
9572685,,Charles Mattiucci,,,cmattiucci@fortpittcapital.com,,List import
11044327,Inactive Investor,Scott Thompson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
237141,, -,,[[Unknown]],chetarab29@yahoo.com,,
11154127,Inactive Investor,Brandon Andreasen,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 175 N Patrick Blvd",brandon.andreasen@ampf.com,,Salesforce
204696,,Dustin Owens,,[Unknown],proplay@gmail.com,,
10886495,Inactive Investor,Christopher Merrill,Owner,Key Investment Services LLC Plymouth IN 2701 N Michigan St,chris_merrill@kisinvestments.com,,Salesforce
11037272,Inactive Investor,Clifford Gramer,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,clifford.a.gramer@morganstanley.com,,Salesforce
9547360,,Michael Pash,,,mike.pash@purefinancial.com,,List import
10717426,,Mubarak shah,,,mubarakshah15302@gmail.com,,Web Form Fillout
9569117,,Shannon Hogan,,,shannon.hogan@suntrust.com,,List import
189366,,Alec maursh,,[Unknown],alec.maursh@gmail.com,,
9552585,,David Schaefer,,,davidleeschaefer@gmail.com,,List import
10909378,Inactive Investor,Richard Schrum,Financial Advisor,"Independent Advisor Alliance, LLC Wilmington NC 321 N Front St",,,Salesforce
10911062,Inactive Investor,Daniel Namey,,LPL Financial LLC Jacksonville FL Private Residence,daniel.x.namey@lpl.com,,Salesforce
11231365,Inactive Investor,Ana Viramontes,,Citigroup Global Markets Inc.,ana.cristina.viramontes@citi.com,,Salesforce
11147827,Inactive Investor,Leo Long,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,leo.long@primerica.com,,Salesforce
143350,,Steven Bontempi,,"MML Investors Services, LLC",sbontempi@financialguide.com,404-255-0118,
11113119,Inactive Investor,Michael Federico,,"Cambridge Investment Research, Inc. Glendale AZ 17505 N 79th Ave",,,Salesforce
339129,,Xiaolin Zhang,Co-founder & Managing Partner,"Shoreline Capital Management, Ltd.",xiaolin@shoreline-capital.com, -5607110,Manual List Upload
10801484,Inactive Investor,Christopher Hill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11106049,Inactive Investor,Andrew Parsons,,"Parsons Capital Management, LLC",andrew@parsonscapitalmanagement.com,,Salesforce
10801133,Inactive Investor,Biljana Mikich,,PFS Investments Inc. Merrillville IN 7863 Broadway,biljana.mikich@primerica.com,,Salesforce
11008988,Inactive Investor,Yihang Sun,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",yihang.sun@prudential.com,,Salesforce
1739859,,Michi KAKEBAYASHI,,[Unknown],michi.kakebayashi@berkeley.edu,,
11193091,Inactive Investor,Danielle Mercado,,J.P. Morgan Securities LLC Willits CA 234 S Main St,danielle.mercado@chase.com,,Salesforce
10558098,,Chris Turner,,,chris.t.turner83@gmail.com,,Web Form Fillout
10768933,Inactive Investor,Gregory Phillips,,"Grove Point Investments, LLC Irwin PA Private Residence",gphillips@hbeckinc.com,,Salesforce
11042572,Inactive Investor,Lael Dickinson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10817605,Inactive Investor,Daniel Yun,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10844155,Inactive Investor,Thomas Halvorsen,Financial Advisor,LPL Financial LLC Saint Petersburg FL 100 2nd Ave S,thomas.halvorsen@lpl.com,,Salesforce
10797255,Inactive Investor,Chris Johnson,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,chris.j.johnson@fmr.com,,Salesforce
10860728,Inactive Investor,Stephanie Cabral,,J.P. Morgan Securities LLC New City NY 2 New Hempstead Rd,stephanie.x.cabral@chase.com,,Salesforce
11191199,Inactive Investor,Andrew Baldassarre,Chief Market Strategist;Member;Principal,"Rossmore Private Capital, LLC",abaldassarre@rossmore.com,,Salesforce
10946731,Inactive Investor,Amarjit Singh,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11116816,Inactive Investor,Justin Kumph,,"NewEdge Securities, Inc. Dover MA 3A Whiting Rd",,,Salesforce
11191685,Inactive Investor,Adam Nibert,,"Raymond James & Associates, Inc.",adam.nibert@raymondjames.com,,Salesforce
11229772,Inactive Investor,Brian Jones,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",brian.jones1@nm.com,,Salesforce
10926662,Inactive Investor,Katherine Toribio,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10777655,Inactive Investor,Anthony Ross,Private Wealth Advisor,"Ameriprise Financial Services, LLC Sewickley PA 2607 Nicholson Rd",anthony.g.ross@ampf.com,,Salesforce
10819207,Inactive Investor,Hassan Akhtar,Executive Director,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,hassan.s.akhtar@jpmorgan.com,,Salesforce
10879778,Inactive Investor,James Lee,Financial Advisor,"Per Stirling Capital Management, LLC",jlee@perstirling.com,,Salesforce
10803306,Inactive Investor,Lorenzo Herrera,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lorenzo.herrera@fidelity.com,,Salesforce
157691,,Ricky Mason,,[Unknown],rmason7@kc.rr.com,,Direct
10871407,Inactive Investor,John Zakar,Investment Advisor Representative,"Royal Fund Management, LLC",,,Salesforce
9643475,,jianze li,,,ningmeng0809@gmail.com,,List import
10931859,Inactive Investor,Scott Hamilton,Chief Financial Officer;Founder;Managing Member,Hamilton Financial Planning LLC Houston TX 2800 Post Oak Blvd,scott@hamiltonfinancialplanning.com,,Salesforce
10902382,Inactive Investor,Abd-El Kareem Hamad,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
10991521,Inactive Investor,Mark Rafail,,"Farmers Financial Solutions, LLC Houston TX 3311 Richmond Ave",,,Salesforce
204893,,kyle Pugh,"Director, shareholder, vice President, Secretary, Treasurer","Mitchell, Mcleod, Pugh & Williams, Inc.",kyle@mmpw.com,251-471-2027,Manual List Upload
9610342,,wong major,,,hyb1866@gmail.com,,List import
10825649,Inactive Investor,Daniel Wipperfurth,Vice President,"Harbour Investments, Inc.",dwipperfurth@harbourinv.com,,Salesforce
10795447,Inactive Investor,Nancy Hughes,Portfolio Associate,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,nancy.e.hughes@morganstanley.com,,Salesforce
10895469,Inactive Investor,Anthony George,Financial Advisor;Vice President,D.A. Davidson & Co. Billings MT 208 N 28th St,anthonygeorge@dadco.com,,Salesforce
11011118,Inactive Investor,Tyler Keeney,,"N.I.S. Financial Services, Inc.",,,Salesforce
11145910,Inactive Investor,Jeremy Day,Financial Advisor,"Prospera Financial Services, Inc. Weatherford TX 925 Santa Fe Dr",jeremy.day@prosperafinancial.com,,Salesforce
10997634,Inactive Investor,Zachary Tyler,Financial Advisor,Edward Jones Grand Rapids MI 125 Ottawa Ave NW,zachary.tyler@edwardjones.com,,Salesforce
11021825,Inactive Investor,Stacey Graham,,NYLIFE Securities LLC Birmingham AL 2311 Highland Ave S,ssgraham@ft.newyorklife.com,,Salesforce
11056583,Inactive Investor,Dale Bushey,,PFS Investments Inc. Chambersburg PA 1930 Scotland Ave,dbushey@primerica.com,,Salesforce
11132444,Inactive Investor,Maria Victoria Cardoso,,Goldman Sachs & Co.,,,Salesforce
11107038,Inactive Investor,Mark Paller,Owner;President;Regulatory Contact,"Paller Financial Services, Inc.",mark.paller@pallerfinancial.com,,Salesforce
11084055,Inactive Investor,Michael Gogliormella,Vice President,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,,,Salesforce
9562590,,Rico Camerone,,,rcamerone@lincolninvestment.com,,List import
11016211,Inactive Investor,Roger Romance,Financial Advisor,"OneAmerica Securities, Inc. Fort Lauderdale FL 12515 Orange Dr",,,Salesforce
10862223,Inactive Investor,Judith Ienatsch,,PlanMember Securities Corporation Henderson NV 2192 Kernwood St,,,Salesforce
10614837,,Brian Dunne,"Financial Advisor, Financial Planning Specialist, First Vice President - Wealth Management",,brian.p.dunne@morganstanley.com,,List Import
10945929,Inactive Investor,Misty Calderon,Manager,"TIAA-CREF Individual & Institutional Services, LLC Huntersville NC Private Residence",,,Salesforce
11160965,Inactive Investor,Michael Merritt,,"W&S Brokerage Services, Inc. Owings Mills MD 10461 Mill Run Cir",michael.merritt@wslife.com,,Salesforce
9634378,,Ryan White,,,rwhite@madsonca.com,,List import
11039154,Inactive Investor,Gregory Smith,,"Farmers Financial Solutions, LLC Manhattan Beach CA 1120 Manhattan Beach Blvd",gsmith1@farmersagent.com,,Salesforce
9640025,,Michael Johnson,,,michael_w_johnson@ajg.com,,List import
11234843,Inactive Investor,Roch Monnig,Wealth Advisor,The Burney Company Knoxville TN 924 Scenic Dr,rmonnig@burney.com,,Salesforce
11091758,Inactive Investor,Nathan Grenko,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 1145 S 800 E",nathan.grenko@tfaconnect.com,,Salesforce
9622237,,Elmer Campos,,,ejuc98btc@gmail.com,,List import
11166100,Inactive Investor,Daniel Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11216754,,Jonathan Zeiger,,,jczeiger@gmail.com,,Web Form Fillout
11055085,Inactive Investor,Richard Hastings,,HSBC Securities (USA) Inc.,,,Salesforce
9639319,,Richard Golinski,,,rich.golinski@bosinvest.com,,List Import
10859531,Inactive Investor,Kim Bright,,"Osaic Wealth, Inc. Torrance CA 2790 Skypark Dr",kbright@royalaa.com,,Salesforce
334499,,Jeffrey Keith,Operating Partner,"Sterling Fund Management, Llc",jkeith@sterlingops.com,312-465-7000,Manual List Upload
10209,,Anoop Kansupada,,protoCapital,anoop.kansupada@gmail.com,7324477984,Direct
10957812,Inactive Investor,Charles Allison,,State Farm VP Management Corp. Oxnard CA 705 N Oxnard Blvd,charles.allison.nz8b@statefarm.com,,Salesforce
11022184,Inactive Investor,James Rocco,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Marco Island FL 1090 N Collier Blvd",james.rocco@wellsfargoadvisors.com,,Salesforce
9580111,,Anthony Cavlov,,,acavlov@delta-capital.com,,List import
10853131,Inactive Investor,Patrick Clark,Investment Advisor Representative;Managing Member;Partner,Alliance Wealth Management Partners LLC,,,Salesforce
10851812,Inactive Investor,Tyler Pfeiffer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9626395,,VICENTE RUBINO,,,direto@gmail.com,,List import
10782684,Inactive Investor,Russell Fletcher,Financial Advisor,J.P. Morgan Securities LLC Carmel by the Sea CA San Carlos & 6th St,russell.fletcher@jpmorgan.com,,Salesforce
11188229,Inactive Investor,Venkatakrishnan Parlikad,,"Allstate Financial Services, LLC Whitsett NC 952 Golf House Rd W",nparlikad@allstate.com,,Salesforce
10877452,Inactive Investor,Gretchen Meyer-Thornton,Financial Advisor,LPL Financial LLC Latham NY 3 Lear Jet Ln,gretchen.meyer-thornton@lpl.com,,Salesforce
9544695,,PRITHWIJIT GHOSH,,,pghosh@worldbank.org,,List import
10932115,Inactive Investor,Michael Jost,,Cetera Advisor Networks LLC Saint Louis MO 4240 Duncan Ave,,,Salesforce
10809875,Inactive Investor,Mark Mirsberger,Chief Executive Officer;Chief Operating Officer;Treasurer,Dana Investment Advisors Inc Brookfield WI 15800 W Bluemound Rd,mark@danainvestment.com,,Salesforce
11101509,Inactive Investor,Jeffrey Smith,Vice President,"Raymond James & Associates, Inc. Coeur D Alene ID 2100 Northwest Blvd",jeff.smith@raymondjames.com,,Salesforce
10793881,Inactive Investor,Lucas Plese,Financial Advisor;Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Milwaukee WI 4108 N Oakland Ave",lucas.plese@wellsfargo.com,,Salesforce
11160221,Inactive Investor,Adam Drake,,"Allstate Financial Services, LLC Melville NY 534 Broadhollow Rd",adamdrake@allstate.com,,Salesforce
10960636,Inactive Investor,Veronica Mangione,Relationship Manager,Key Investment Services LLC Valatie NY 2938 Rte 9,veronica.mangione@key.com,,Salesforce
10618260,,Timothy Sheehan,,,timothy.sheehan@wellsfargoadvisors.com,,List Import
10899502,Inactive Investor,Adam Lewis,Executive Managing Director,Pathstone Bellevue WA 225 108th Ave NE,alewis@pathstone.com,,Salesforce
11206306,Inactive Investor,David Keller,Private Wealth Advisor,"Ameriprise Financial Services, LLC Omaha NE 1111 N 102nd Ct",david.e.keller@ampf.com,,Salesforce
11069894,Inactive Investor,Bernard Bennett,,PFS Investments Inc. Akron OH 55 S Miller Rd,berniebennett@primerica.com,,Salesforce
11109148,Inactive Investor,Cody Sacry,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,cody_sacry@vanguard.com,,Salesforce
11088395,Inactive Investor,Ronald Todd,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,rtodd01@ft.newyorklife.com,,Salesforce
9542208,,Hyeon woo Kim,,,wooh8307@naver.com,,List import
10848113,Inactive Investor,Larry Lytle,Chief Compliance Officer;Chief Executive Officer;Regulatory Contact,Wiser Advisor Group,,,Salesforce
11199880,Inactive Investor,J Kerckhoff,Chairman;Chief Executive Officer;President,"Plancorp, LLC",jkerckhoff@plancorp.com,,Salesforce
11220506,,Zachary Silk,,,zachary.silk@lpl.com,,Other
11114033,Inactive Investor,Robert Music,,"Farmers Financial Solutions, LLC Flagstaff AZ 1794 E Rte 66",rmusic@farmersagent.com,,Salesforce
11230257,Inactive Investor,Jingran Wang,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,jwang36@ft.newyorklife.com,,Salesforce
11056504,Inactive Investor,James Anderson,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,,,Salesforce
10790120,Inactive Investor,Laura Siddique,,NYLIFE Securities LLC Sacramento CA 3325 J St,ljsiddique@ft.newyorklife.com,,Salesforce
11068252,Inactive Investor,Angelo Mamone,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",angelo.mamone@ml.com,,Salesforce
11020930,Inactive Investor,Caroline Kaiser,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",caroline.kaiser@nm.com,,Salesforce
11188249,Inactive Investor,Mark Brown,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad CA 1000 Aviara Dr",mark.k.brown@ml.com,,Salesforce
9594794,,Daniel A.,,,daniel_max00@hotmail.com,,List import
9605235,,Timothy Alles,,,talles@veritablelp.com,,List import
11136045,Inactive Investor,Kenneth Koppitz,Wealth Advisor,Commonwealth Financial Network Naperville IL 3380 Lacrosse Ln,kkoppitz@commonwealth.com,,Salesforce
10968381,Inactive Investor,Kevin Stites,,Stites Financial Consulting,kevin@stitesfc.com,,Salesforce
10871023,Inactive Investor,David Andrus,Principal,Barton Creek Investment Advisors,,,Salesforce
11169385,Inactive Investor,Jessica Bredin,,Fidelity Brokerage Services LLC,,,Salesforce
353083,,Shannon Anderson,IT Consultant,Anderson Technology,anderson.shannon@pacificwest.com,,Event
10774282,Inactive Investor,Kristy Taliaferro,Authorized Officer;Senior Wealth Strategy Associate,Morgan Stanley Paducah KY 5158 Village Sq,kristy.taliaferro@ubs.com,,Salesforce
10930047,Inactive Investor,David Drury,,"NBC Securities, Inc. Summit NJ 18-22 Bank St",ddrury@nbcsecurities.com,,Salesforce
11124793,Inactive Investor,Mary Collins,Financial Advisor,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",mary.collins@wellsfargoadvisors.com,,Salesforce
11051356,Inactive Investor,Daniel Thelen,,"Inverness Securities, LLC",,,Salesforce
10941072,Inactive Investor,Alexis Lindsay,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10932780,Inactive Investor,Cindy Barnes,Financial Advisor,Edward Jones Knoxville TN 10663 Hardin Valley Rd,cindy.barnes@edwardjones.com,,Salesforce
11099414,Inactive Investor,Michael Duchouquette,,Cetera Advisor Networks LLC El Paso TX 419 Executive Center Blvd,david.duchouquette@ceteranetworks.com,,Salesforce
10761892,Inactive Investor,Molly Nissman,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,molly.nissman@ubs.com,,Salesforce
219094,,Gary Ander,,[Unknown],granderson816@gmail.com,,
11015978,Inactive Investor,George Ohleyer,,"Raymond James Financial Services, Inc.",george.ohleyer@raymondjames.com,,Salesforce
10917924,Inactive Investor,Lynn Kermes,Senior Consultant,Intellicents Investment Solutions Inc,lkermes@abg-mn.com,,Salesforce
10989640,Inactive Investor,Jared Schafer,,"Raymond James & Associates, Inc. Portland OR 5 SE Martin Luther King Jr Blvd",jared.schafer@raymondjames.com,,Salesforce
11102140,Inactive Investor,Valerie Hamer,,PFS Investments Inc. Brooklyn NY 5502 Ave N,valerie.hamer@primerica.com,,Salesforce
11039319,Inactive Investor,James Johnson,Executive Director;Private Wealth Advisor,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,james.l.johnson@morganstanley.com,,Salesforce
11071827,Inactive Investor,Robert Kelly,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11066300,Inactive Investor,Edna Delphin,,"Cambridge Investment Research, Inc. Shreveport LA 910 Pierremont Rd",,,Salesforce
11235920,Inactive Investor,Christopher Hopkins,Private Wealth Advisor,"Executive Wealth Management, LLC Venice FL 126 Shamrock Blvd",chopkins@ewmadvisors.com,,Salesforce
9545613,,Kyle McLeod,,,kylemcleod@gmail.com,,List import
9563525,,Aaron Bockman,,,abockman@financialguide.com,,List import
10979784,Inactive Investor,Angela Hinkle,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
9646636,,Tiffany Haupert,,,tiffany.haupert@cunamutual.com,,List import
373401,,Carl Masel,,[Unknown],csmasel@gmail.com,,source
11113699,Inactive Investor,Joshua Dewitt,,"Farmers Financial Solutions, LLC Grand Junction CO 2518 Monument Rd",jdewitt@farmersagent.com,,Salesforce
10864885,Inactive Investor,Brian Reeves,Financial Advisor,Edward Jones Frankfort IN 10 S Main St,brian.reeves@edwardjones.com,,Salesforce
11192562,Inactive Investor,Francesca Battista,,Cetera Investment Services LLC New York NY 1430 Broadway,francesca.battista@ceterainvestors.com,,Salesforce
10852834,Inactive Investor,Lisa Barrow,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,lisa.barrow@fidelity.com,,Salesforce
9623517,,Subianto Ali,,,subianto.ali@gmail.com,,List import
10769412,Inactive Investor,Dongsoo Lee,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",davidds.lee@ml.com,,Salesforce
10817058,Inactive Investor,Tara McDermott,,Commonwealth Financial Network Andover MA 38 Main St,tmcdermott@commonwealth.com,,Salesforce
10982944,Inactive Investor,Rigoberto Rios Alcaraz,,J.P. Morgan Securities LLC Katy TX 1705 Spring Green Blvd,rigoberto.rios-alcaraz@jpmorgan.com,,Salesforce
10756075,Inactive Investor,Joanne Knight,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",joanne.knight@ml.com,,Salesforce
215507,,Kwok Ting Lee,,[Unknown],kwokting.lee@81ideas.com,,source
10489406,,Danielle Rouseau,,Park Avenue Securities LLC Frisco TX 2601 Network Blvd,mydanielle@hotmail.com,,List Import
10773065,Inactive Investor,Julia Schap,Financial Advisor;Senior Vice President,Morgan Stanley Memphis TN 6410 Poplar Ave,julie.schap@morganstanley.com,,Salesforce
372167,,Nicholas Constantinides,,United States,eaglecoffeeco@gmail.com,,Salesforce
9601203,,John Patterson,,,jpatterson@carrollfinancial.com,,List import
9618525,,Joe Ireland,,,joe.ireland@jeiinvestmentmanagement.com,,List import
10844900,Inactive Investor,John Preston,Member;Portfolio Manager;Principal,Watts Capital Partners LLC,,,Salesforce
11236130,Inactive Investor,Breanna Noble,,Key Investment Services LLC Westlake OH 1411 Columbia Rd,breanna.noble@key.com,,Salesforce
11182363,Inactive Investor,Dan Newberg,Financial Advisor;Partner;Secretary;Vice President,BCP,dan.newberg@berkeleycp.com,,Salesforce
9549020,,Jeremy Keith,,,jeremy.keith@mlp.com,,List import
11045242,Inactive Investor,Jeffery Wallace,Financial Advisor,"Ameriprise Financial Services, LLC Lakeland FL 4927 Southfork Dr",jeffery.2.wallace@ampf.com,,Salesforce
10796780,Inactive Investor,Scott Ayres,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Syracuse NY 440 S Warren St,scott.ayres@ubs.com,,Salesforce
10958600,Inactive Investor,Karen Luhrs,,Edward Jones Frederick CO Private Residence,,,Salesforce
11144870,Inactive Investor,Alec Showen,,"Kestra Investment Services, LLC Hopkins MN 5900 Rowland Rd",,,Salesforce
10938899,Inactive Investor,Nathan Sharpe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11106964,Inactive Investor,Kelly Noonan,Chief Financial Officer;Chief Operating Officer;Managing Partner;Partner,"Willow Creek Wealth Management, Inc.",kelly@willowcreekwealth.com,,Salesforce
10895205,Inactive Investor,David Carrow,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 3038 Jeremiah Ln NW",david.carrow@ampf.com,,Salesforce
10986277,Inactive Investor,Patricia Stump,,LPL Financial LLC Fayetteville NC 2315 Bloom Ave,patricia.stump@lpl.com,,Salesforce
345527,,Susan Robbins,Director & Vice President,"Bamco, Inc.",srobbins@baronfunds.com,212-583-2000,Manual List Upload
10612707,,Markellos Marcou,Financial Advisor,,mark.marcou@lpl.com,,List Import
10962064,Inactive Investor,Ariel Dominguez Almonte,,Edward Jones Davenport FL 8390 Champions Gate Blvd,,,Salesforce
11064181,Inactive Investor,Kevin Knab,,"Raymond James Financial Services, Inc. Marietta OH 416 Hart St",kevin.knab@raymondjames.com,,Salesforce
10791215,Inactive Investor,Joseph Williams,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
10933483,Inactive Investor,Steve Gott,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",steve.gott@frostbank.com,,Salesforce
10850026,Inactive Investor,Chad Rudzik,,"FBL Marketing Services, LLC Meade KS 139 E Carthage St",chad.rudzik@fbfs.com,,Salesforce
10857609,Inactive Investor,Lisa Ravlija,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",lisa.ravlija@ml.com,,Salesforce
10957314,Inactive Investor,Margaret Compton,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10614280,,Tony Wong,Financial Advisor,,tonysywong@gmail.com,,List Import
11157790,Inactive Investor,Timothy Kunkel,Financial Advisor,"Osaic Wealth, Inc. Big Sky MT Private Residence",,,Salesforce
54614,,Christopher Ayers,Financial Associate,Thrivent Investment Management Inc.,chris.ayers@thrivent.com,309-664-7770,
10805264,Inactive Investor,William Blackmon,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,william.blackmon@morganstanley.com,,Salesforce
9569728,,Shayan Mozaffar,,,smozaffar@woodsoncap.com,,List import
10926991,Inactive Investor,George Christian,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,george.christian@fmr.com,,Salesforce
11236362,Inactive Investor,Matthew Melott,Director - Wealth Management,Faithward Capital,mmelott@faithwardcapital.com,,Salesforce
11193062,Inactive Investor,Victor Davis,Chief Compliance Officer;Managing Member;Partner,"Davis Investment Partners, LLC",,,Salesforce
10933735,Inactive Investor,Zane Clayburn,,"Raymond James Financial Services, Inc. Seymour IN 125 S Chestnut St",zane.clayburn@raymondjames.com,,Salesforce
341311,,Sean O'neill,Member And Managing Partner,"Old Ironsides Energy, Llc",soneill@oldironsidesenergy.com,617-366-2030,Manual List Upload
11050130,Inactive Investor,Kevin Leblanc,,"Arete Wealth Management, LLC Knoxville TN 900 S Gay St",kevin.leblanc@aretewealth.com,,Salesforce
10833054,Inactive Investor,Jeffrey Vannatta,Financial Advisor,"Ameriprise Financial Services, LLC Portsmouth OH 4003 Rhodes Ave",jeffrey.m.vannatta@ampf.com,,Salesforce
11151835,Inactive Investor,Conor Lanz,,"Samuel A. Ramirez & Company, Inc.",conor.lanz@ramirezco.com,,Salesforce
10861850,Inactive Investor,Jon Caruso,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11018474,Inactive Investor,Eric Bosworth,,J.P. Morgan Securities LLC Thousand Oaks CA 148 W Hillcrest Dr,eric.bosworth@chase.com,,Salesforce
118293,,Ellen Burris,"Private Banker, Vice President","UMB Financial Services, Inc.",ellen.burris@umb.com,913-648-2800,
9613671,,Shs She,,,sheh@urie.com,,List import
9610959,,DONALD TOREY,,,dtorey@gmail.com,,List import
9562617,,Rajesh Kumar,,,cerajesh0@gmail.com,,List import
10851207,Inactive Investor,Timothy Puckett,Investment Executive,"Fifth Third Securities, Inc. Evansville IN 2320 W Illinois St",timothy.puckett@53.com,,Salesforce
9546672,,fan kuai,,,2191623767@qq.com,,List import
11196259,Inactive Investor,Daniel Smith,Financial Professional,"MML Investors Services, LLC Wilmington NC 3301 Tipton Ct",,,Salesforce
9847061,,Robert Williams,,,robert_williams_iii@hotmail.com,,Web Form Fillout
109382,,Hassan Ejaz,,Pakistan,hassan.ejaz.mzd@gmail.com,,
11039587,Inactive Investor,Jian Li,,Cetera Investment Services LLC Flushing NY 4208 Main St,jian.li@ceterais.com,,Salesforce
9570337,,Ross Margolies,,,rmargolies@stelliam.com,,List import
10837862,Inactive Investor,Domenick Angelletta,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,dangelletta@ft.newyorklife.com,,Salesforce
10977930,Inactive Investor,John Ness,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,,,Salesforce
371912,,Rungsang Chalinoi,,Thailand,rungsangchalinxy@gmail.com,,Salesforce
211282,,James Bayonne,chief learner,mhc,jbayonne@gmail.com,,Content
11014275,Inactive Investor,David Jolly,,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",,,Salesforce
10947780,Inactive Investor,Jing Han,,Goldman Sachs & Co.,,,Salesforce
10873716,Inactive Investor,Janice Thompson,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,rebecca.s.thompson.krl5@statefarm.com,,Salesforce
349003,,James Seddon,Partner,Hosking Partners Llp,jseddon@hoskingpartners.com, -48013,Manual List Upload
10927605,Inactive Investor,Jung Hu,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jhu@tiaa-cref.org,,Salesforce
224805,,Temur Imam,,[Unknown],temurimam@gmail.com,,source
11010140,Inactive Investor,Karanvir Bhangoo,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,kenny.bhangoo.vaei3t@statefarm.com,,Salesforce
10830308,Inactive Investor,Benjamin Silberman,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",ben.silberman@ampf.com,,Salesforce
11052791,Inactive Investor,Michele White,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11177331,Inactive Investor,Grace Hayden,,Cetera Advisors LLC Atlanta GA 3101 Towercreek Pkwy SE,grace.hayden@ceteraadvisors.com,,Salesforce
248520,,Handy Yusran,Director,Transco,monscine5@gmail.com,,Manual List Upload
1003307,Inactive Investor,Sean O'Meara,,VIRTU,someara@virtu.com,,3rd Party Lead Gen
11171829,Inactive Investor,Lyuda McNees,,"CapFinancial Securities, LLC.",lyuda.mcnees@captrustadvisors.com,,Salesforce
11040673,Inactive Investor,Timothy Williams,,"RBC Capital Markets, LLC",timothy.williams@rbc.com,,Salesforce
11064125,Inactive Investor,Jonathan Hobson,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,,,Salesforce
11191617,Inactive Investor,Khristian Soto Sanchez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clermont FL 13910 County Road 455",,,Salesforce
3003678,,Bechan Kumar,,,bechankumarcom@gmail.com,,
10901959,Inactive Investor,Linda Olasin,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,linda.olasin@primerica.com,,Salesforce
9645197,,Jose Moreira,,,jose@pragmabr.com,,List import
11094562,Inactive Investor,Brian Kress,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,brian.kress@fidelity.com,,Salesforce
10959957,Inactive Investor,Joanna King,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10612009,,Robert Thompson,"Financial Advisor, Vice President",,rothompson@janney.com,,List Import
211885,,Francisco Jarpa,,Chile,fjarpamc@automarco.com,,
211784,,Andres Figuerola,Associate,BAH,laf2024@gmail.com,,Content
10971484,Inactive Investor,Katherine Hanks,Wealth Advisor,Hemington Wealth Management,paige.hanks@hemingtonwm.com,,Salesforce
11053153,Inactive Investor,Raymond Ifert,Chief Compliance Officer;Chief Executive Officer;Founder;President,REI Wealth Management,ray.ifert@reiwealthmanagement.com,,Salesforce
9619961,,Thomas Haines,,,tshaines@gmail.com,,List import
11172776,Inactive Investor,Morgan Marshall,,Vanguard Marketing Corporation,morgan_marshall@vanguard.com,,Salesforce
10764216,Inactive Investor,Jeffrey Young,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Kenedy TX 322 W Main St,jeffrey.young@opco.com,,Salesforce
198438,,Ghada Khalaf,,[Unknown],gkhalaf3@gmail.com,,product
11234925,Inactive Investor,Casey Vogel,Wealth Advisor,"Smith Anglin Financial, LLC",cvogel@smithanglin.com,,Salesforce
11117840,Inactive Investor,George Fontaine,,"Wells Fargo Advisors Financial Network, LLC Pensacola FL 316 S Baylen St",doug.fontaine@wfafinet.com,,Salesforce
10838244,Inactive Investor,Richard Nohelty,,LPL Financial LLC Watertown MA 158 Belmont St,richard.nohelty@lpl.com,,Salesforce
103075,,Jane King,President,Fairfield Financial Advisors,jking@fairfieldfinadvisors.com,781-431-1119,Manual List Upload
10970326,Inactive Investor,Bethany Conrad,,"Truist Investment Services, Inc. Owensboro KY 3506 State Rte 54",bethany.conrad@truist.com,,Salesforce
204252,,s t,,[Unknown],sthap928@gmail.com,,Paid Social
10843679,Inactive Investor,Kaushal Majmudar,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member;Managing Partner;President,Ridgewood Investments,kaushal@ridgewoodinvestments.com,,Salesforce
10854084,Inactive Investor,Elaine Yu,,LPL Financial LLC San Francisco CA 48 Gold St,elaine.yu@lpl.com,,Salesforce
11037445,Inactive Investor,Kyle McDermott,,"Cambridge Investment Research, Inc. Penfield NY 481 Penbrooke Dr",,,Salesforce
11066310,Inactive Investor,Elizabeth Stockwell,,"Cambridge Investment Research, Inc. South Portland ME 25 Long Creek Dr",,,Salesforce
11069947,Inactive Investor,Charles Ward,,SECU Brokerage Services Whiteville NC 1312 S JK Powell Blvd,shannon.ward@ncsecu.org,,Salesforce
218872,,Nick Hebditch,,[Unknown],hebditchnick@yahoo.com,,
10999223,Inactive Investor,Shawn Paylor,Financial Consultant,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",shawn.paylor@equitable.com,,Salesforce
11159643,Inactive Investor,Thomas Mathas,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,tmathas@ft.newyorklife.com,,Salesforce
10811344,Inactive Investor,Rhonda Wind,,Cetera Advisors LLC Belmar NJ 1540 State Rte 138,rwind@ceteraadvisors.com,,Salesforce
11122142,Inactive Investor,Christopher Reddick,Financial Advisor,Edward Jones Burbank CA 3500 W Olive Ave,christopher.reddick@edwardjones.com,,Salesforce
9616790,,Dan K,,,greyscale@dkoff.com,,List import
335353,,Jack Morris,Senior Associate,Greenbriar Equity Group,jmorris@greenbriarequity.com,914-925-9600,Manual List Upload
11186092,Inactive Investor,Tristram Millard,,LPL Financial LLC New Orleans LA 639 Loyola Ave,tristram.millard@lpl.com,,Salesforce
11190543,Inactive Investor,Bridge Mcsurely,Financial Advisor,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",,,Salesforce
10759682,Inactive Investor,Roger Hall,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",roger.hall1@wellsfargoadvisors.com,,Salesforce
10994184,Inactive Investor,Parker Waters,Investment Manager,Creative Planning Wamego KS Private Residence,parker.waters@creativeplanning.com,,Salesforce
11118182,Inactive Investor,Christopher Regner,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,cregner@ft.newyorklife.com,,Salesforce
11017791,Inactive Investor,Grace Dymski,,"Raymond James Financial Services, Inc. Pittsburgh PA 600 Waterfront Dr",grace.dymski@raymondjames.com,,Salesforce
10976897,Inactive Investor,Adrienne Rudkin,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,adrienne.rudkin@jpmorgan.com,,Salesforce
9612257,,Ryan Watkins,,,ryanwat23@gmail.com,,List import
174020,,Ben Simmen,,[Unknown],bensimmen@gmail.com,,
11125353,Inactive Investor,Joseph Marcelli,,Vanguard Marketing Corporation,joseph_marcelli@vanguard.com,,Salesforce
166194,,Anne White,,[Unknown],anne@nurtureagency.com,,Organic Search
11116086,Inactive Investor,William Volpe,,State Farm VP Management Corp. Palm Beach Gardens FL 10625 N Military Trl,,,Salesforce
1003315,Inactive Investor,Kapil Rathi,,AlphaPoint,kapil.rathi@crosstower.com,,3rd Party Lead Gen
11131280,Inactive Investor,Donna Akin,Senior Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gadsden AL 224 Broad St",donna.l.lackey@ml.com,,Salesforce
9603082,,Sunny Arora,,,sunnyarora272001@yahoo.co.in,,List import
11116630,Inactive Investor,Jeffrey Tanaka,Financial Advisor,"Pruco Securities, LLC. Honolulu HI 1100 Alakea St",jeffrey.tanaka@prudential.com,,Salesforce
11052648,Inactive Investor,Mary Hines,Financial Advisor,LPL Financial LLC Conrad IA 120 W Center St,mary.hines@lpl.com,,Salesforce
10994272,Inactive Investor,Ariana Chiu,Wealth Management Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10808534,Inactive Investor,Roland Berry,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fresno CA 265 E River Park Cir",roland.berry@schwab.com,,Salesforce
9564627,,Choi Jeong,,,strala3589@gmail.com,,List import
10867723,Inactive Investor,Elizabeth Williams,,"Wells Fargo Clearing Services, LLC Pikesville MD 1515 Reisterstown Rd",elizabeth.nelson@wellsfargoadvisors.com,,Salesforce
9601639,,A.Gregg Pader,,,agpader2@aol.com,,List import
1987982,,Maciej Mozejewski,,[Unknown],webinar@nbip.pl,,
10967929,Inactive Investor,Daniel Deangelis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10755430,Inactive Investor,David Rubbert,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 2950 Newmarket St",david_rubbert@ml.com,,Salesforce
10858477,Inactive Investor,Jennifer Medrano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jennifer.l.medrano@ml.com,,Salesforce
11026458,Inactive Investor,Jennifer Leone,,Fidelity Brokerage Services LLC Chicago IL 233 S Wacker Dr,,,Salesforce
10754875,Inactive Investor,Lloyd Graham,,"Raymond James Financial Services, Inc. Katy TX 24658 Kingsland Blvd",lloyd.graham@raymondjames.com,,Salesforce
10645285,,Shawn Herrin,,,sherrin@regalsecurities.com,,List Import
10657722,,Renee Rociola,,,renee.s.rociola@jpmorgan.com,,List Import
11149959,Inactive Investor,John Heintjes,Private Wealth Advisor,LPL Financial LLC Chester NJ 4 Mill Ridge Ln,john.heintjes@lpl.com,,Salesforce
11167544,Inactive Investor,Stella Aghravi,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,saghravi@ft.newyorklife.com,,Salesforce
11119718,Inactive Investor,Ashley Teekaram,,"The Leaders Group, Inc.",,,Salesforce
9624752,,James Ragland,,,jimmyrags3156@gmail.com,,List import
9625489,,Peter Sullivan,,,pasullivan@segalmarco.com,,List import
10866660,Inactive Investor,Michael Sinnott,,"Truist Investment Services, Inc. Greensboro NC 3318 W Friendly Ave",michael.sinnott@truist.com,,Salesforce
11047376,Inactive Investor,Melisa Enke,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,melisa.enke@fidelity.com,,Salesforce
10985958,Inactive Investor,Shanghao Zhang,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,shanghao_zhang@vanguard.com,,Salesforce
11043196,Inactive Investor,Michael Schill,Financial Advisor,"Ameriprise Financial Services, LLC Fargo ND 4445 2nd Ave S",michael.schill@ampf.com,,Salesforce
9569272,,Cortney -,,,cortney_sharp@hotmail.com,,List import
11171561,Inactive Investor,Jason Stone,Financial Advisor,Edward Jones O Fallon IL 131 E 1st St,jason.stone@edwardjones.com,,Salesforce
230488,, -,,[[Unknown]],dave_stein@hotmail.com,,
10769397,Inactive Investor,Amit Trivedi,Account Vice President;Financial Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,amit.trivedi@ubs.com,,Salesforce
11128034,Inactive Investor,Paola Bazan,,"Allstate Financial Services, LLC El Paso TX 4301 Montana Ave",paolabazan@allstate.com,,Salesforce
11149121,Inactive Investor,Richard Friese,Financial Advisor,Edward Jones Amherst MA 495 West St,rich.friese@edwardjones.com,,Salesforce
11164944,Inactive Investor,Adam Jaroch,,Cetera Advisors LLC Mechanicsburg PA 5000 Ritter Rd,,,Salesforce
10770269,Inactive Investor,Nathan Zahm,,Morgan Stanley Alpharetta GA 1 Edison Dr,nathan.zahm@morganstanley.com,,Salesforce
10764141,Inactive Investor,Rafael Velez,Managing Director;Managing Member;Regulatory Contact,Summit Financial,rafael@summit-advisors.com,,Salesforce
10850773,Inactive Investor,Thomas Sneed,Financial Advisor,"NBC Securities, Inc. Columbia TN 708 N Main St",,,Salesforce
11177841,Inactive Investor,Freddy Contreras Pereira,,PFS Investments Inc. Lawrenceville GA 2211 Old Norcross Rd,fcontreras-pereira@primerica.com,,Salesforce
10957785,Inactive Investor,Roderick Youngdahl,,"Farmers Financial Solutions, LLC Osseo MN 7225 Forestview Ln N",ryoungdahl@farmersagent.com,,Salesforce
11061108,Inactive Investor,Royal Lunsford,Financial Advisor;Financial Consultant,LPL Financial LLC Spring TX PO Box 2823,royal.lunsford@lpl.com,,Salesforce
9601731,,Mark Nicolet,,,mark.nicolet@trilogyfs.com,,List import
10851077,Inactive Investor,Michael Punturieri,,Lincoln Investment Bohemia NY 640 Johnson Ave,mpunturieri@lincolninvestment.com,,Salesforce
11107728,Inactive Investor,Mathew Spencer,Analyst;Portfolio Manager,Saratoga Research & Investment Management,mathew@saratogarim.com,,Salesforce
10801384,Inactive Investor,Jack Kaewpalug,,"Osaic FA, Inc. Irvine CA 18400 Von Karman Ave",jack.kaewpalug@lfg.com,,Salesforce
10931223,Inactive Investor,Jason Brenneman,Financial Advisor,Edward Jones Indianapolis IN 9449 Priority Way West Dr,jason.brenneman@edwardjones.com,,Salesforce
9627448,,Joseph Littlewolf,,,jmlgetspaid33@gmail.com,,List import
9579474,,Chris Wieder,,,cwieder@alleghenyfinancial.com,,List import
9572227,,Norma Tichenor,,,tish280@aol.com,,List import
10760617,Inactive Investor,Kevin Dunn,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,kevin.dunn@fidelity.com,,Salesforce
11102806,Inactive Investor,Chelsea Maier,Associate,Edward Jones Sturgis SD 1247 Sherman St,,,Salesforce
10903773,Inactive Investor,Anthony Baldassari,Director;Financial Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,anthony.baldassari@morganstanley.com,,Salesforce
10856210,Inactive Investor,Lori Wagner,,"Wells Fargo Clearing Services, LLC Palmyra PA 840 E Main St",lori.wagner@wellsfargoadvisors.com,,Salesforce
10995527,Inactive Investor,Theresa Abad,,PFS Investments Inc. West Chester PA 1595 Paoli Pike,tabad@primerica.com,,Salesforce
9637803,,VINSENSIUS SITEPU,,,blockchainmedia.id@gmail.com,,List import
9620838,,David Salem,,,dsalempersonal@gmail.com,,List import
9573003,,Peter Hunt,,,peter@parcap.com,,List import
371706,,Daniel Walters,,[Unknown],burnardwalters@gmail.com,,Salesforce
11025596,Inactive Investor,Blake Leffingwell,,"Frost Brokerage Services, Inc. Austin TX 5800 N Mopac",,,Salesforce
10850783,Inactive Investor,Scott Free,Senior Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11113915,Inactive Investor,Shannon Merritt,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,smerritt.envl2@primerica.com,,Salesforce
11029805,Inactive Investor,Denise Lloyd,,NYLIFE Securities LLC Middleburgh NY Private Residence,dmlloyd@ft.newyorklife.com,,Salesforce
10647421,,Jeremy Thompson,,,jeremy.thompson@tiaa.org,,List Import
10889104,Inactive Investor,Theodore Sloup,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9585477,,Mary McCune,,,mmccune@rehmann.com,,List import
11158574,Inactive Investor,Monica Benton,Chief Operations Officer,"Pacific Strategic Management, LP",mbenton@pacificsi.com,,Salesforce
11133483,Inactive Investor,Sabrina Zavarelli,,Morgan Stanley,sabrina.zavarelli@morganstanley.com,,Salesforce
10955289,Inactive Investor,Eddie Garcia,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10871198,Inactive Investor,Michael King,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",michael.king@tiaa.org,,Salesforce
10942711,Inactive Investor,Samantha Bradford,,UBS Financial Services Inc. Jackson MI Private Residence,samantha.bradford@ubs.com,,Salesforce
9643102,,zhenyu lin,,,ruomise@qq.com,,List import
9593328,,Nandita Hogan,,,nhogan@energymlp.com,,List import
11062584,Inactive Investor,Jacob Moore,,"Wells Fargo Clearing Services, LLC Stoughton WI 911 W Main St",,,Salesforce
11141467,Inactive Investor,Toni Joergens,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",toni.a.joergens@ml.com,,Salesforce
10946130,Inactive Investor,Craig McDonald,Financial Advisor,LPL Financial LLC Charleston SC 21 Gamecock Ave,alex.mcdonald@lpl.com,,Salesforce
11221845,,Jason Benowitz,,,jbenowitz@rooseveltinvestments.com,,List Import
9584891,,Steven Carlson,,,scarlson@keystonewa.com,,List import
76347,,Roy Liu,,Hercules Capital,roy_liu@yahoo.com,6173352240,
10943192,Inactive Investor,Brett Liebau,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
234832,, -,,[[Unknown]],ryan.shea.hourigan@gmail.com,,Organic Search
9577392,,SEONGIL KIM,,,shypay12@gmail.com,,List import
10930922,Inactive Investor,Roderick Parham,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",rod.parham@prudential.com,,Salesforce
10771281,Inactive Investor,Derek Slovak,Risk Officer,Morgan Stanley Greenwich CT 1 Fawcett Pl,derek.slovak@morganstanley.com,,Salesforce
10777848,Inactive Investor,Jacquelyn Lumley,Vice President;Wealth Management Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,jacquelyn.gillis@morganstanley.com,,Salesforce
11077882,Inactive Investor,Ivan Riveros Guede,,Citigroup Global Markets Inc.,,,Salesforce
11045353,Inactive Investor,Trenton Jenkins,,"Trinity Wealth Securities, L.L.C. Orlando FL 800 N Magnolia Ave",,,Salesforce
9642734,,Bronagh Gaffney,,,bronagh67@hotmail.com,,List import
11048321,Inactive Investor,Kayce Flowers,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11154212,Inactive Investor,Juliano Arruda,,Goldman Sachs & Co.,juliano.arruda@gs.com,,Salesforce
11102121,Inactive Investor,Sidney Fernandes,,PFS Investments Inc. San Jose CA 3031 Tisch Way,sidney.fernandes@primerica.com,,Salesforce
9567733,,John Traynor,,,johntraynor787@gmail.com,,List import
248276,,Scott Herman,Dentist,Scott H Herman DDS LTD,generaldds1@sbcglobal.net,,Manual List Upload
10788590,Inactive Investor,William Specht,,"Raymond James & Associates, Inc.",william.specht@raymondjames.com,,Salesforce
10965692,Inactive Investor,Monte Smalls,,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,monte.smalls@primerica.com,,Salesforce
9638068,,Ankit Shah,,,ankit.shah@qic.com.qa,,List import
10861232,Inactive Investor,Brenton Campbell,Financial Advisor,Edward Jones Sarasota FL 2201 Cantu Ct,brent.campbell@edwardjones.com,,Salesforce
11094510,Inactive Investor,Eddie Brigham,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,e.brigham.jm803@primerica.com,,Salesforce
10808164,Inactive Investor,Marcello Lattuca,,"NBC Securities, Inc. Massapequa NY 5000 Merrick Rd",,,Salesforce
7173892,,Wilma Mena,,,yidel15648@loongwin.com,,Web Form Fillout
234899,, -,,[[Unknown]],h.kujat@gmail.com,,Organic Search
10818094,Inactive Investor,Cenk Kozulcali,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 200 E 79th St",cenk.kozulcali@schwab.com,,Salesforce
11103046,Inactive Investor,Jordan Raniszeski,Financial Advisor,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,jordan.raniszeski@lpl.com,,Salesforce
127922,,Matthew Gomoll,,"Cwm, Llc",mgomoll@carsoninstitutional.com,,
10947518,Inactive Investor,Jason Silva,,"Raymond James Financial Services, Inc. Durango CO 125 Mercado St",jason.silva@raymondjames.com,,Salesforce
10615836,,Jessica Chang,,,jessica.chang@jpmorgan.com,,List Import
183884,,Hunter Kelley,,[Unknown],huntersusmc@yahoo.com,,Direct
9558491,,amir sltani,,,amirsltani7373@gmail.com,,List import
10836773,Inactive Investor,Dawn Allen,Senior Registered Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",dawn.r.allen@ml.com,,Salesforce
105151,,jeniffer sierra,estudiante,universidad del rosario,jeniffer.sierra@urosario.edu.co,,
9550705,,Scott Noelcke,,,scott.noelcke@fidelity.com,,List import
144759,,Roy Chartouny,,[Unknown],roy@royalchart.com,,source
9646809,,Izabella ossowska,,,creandolideresdtn@gmail.com,,List import
335290,,Richard Rogers,Member,"Quantitative Process, Llc",rrogers@quantpro.com,888-253-3292,Manual List Upload
10937447,Inactive Investor,Timothy Pubins,,Morgan Stanley,timothy.pubins@morganstanley.com,,Salesforce
10837469,Inactive Investor,Jutta Kaiser,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",jutta.kaiser@equitable.com,,Salesforce
11236724,Inactive Investor,Kade Messner,Lead Advisor,"Modern Wealth Management, LLC Troy MI 990 E South Blvd",kade.messner@modwm.com,,Salesforce
9581419,,Jesse Stephens,,,jstephens@massmutual.com,,List import
11170445,Inactive Investor,Patricia Kershaw,Financial Advisor,LPL Financial LLC Oxnard CA 2291 Patterson Rd,patricia.kershaw@lpl.com,,Salesforce
9542323,,Gene Brack Jordan,,,gbj1776@pm.me,,List import
9562452,,Richard McMartin,,,richardmcmartin.cpt@gmail.com,,List import
11041603,Inactive Investor,Benjamin Rivera,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",benjamin.rivera@ml.com,,Salesforce
9587724,,Sarah Johnson,,,sarah.johnson@artisanpartners.com,,List import
11127471,Inactive Investor,Andy Hawkey,,"Osaic Wealth, Inc. Oakland CA 6212 Rockwell St",,,Salesforce
10987161,Inactive Investor,Anthony Ianni,,"OneAmerica Securities, Inc.",,,Salesforce
9563497,,Elaine Acevedo,,,elaineacevedo@comcast.net,,List import
11162343,Inactive Investor,Tran Luong,,"Pruco Securities, LLC. Plainfield IL 24044 W Lockport St",tran.luong@prudential.com,,Salesforce
10811239,Inactive Investor,Brian Magnan,,"Wells Fargo Advisors Financial Network, LLC Naperville IL 2056 Westings Ave",brian.magnan@wfafinet.com,,Salesforce
9573478,,Elizabeth Gilson,,,elizabeth.gilson@citadel.com,,List import
10985969,Inactive Investor,Jonathan Diaz Davila,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
10803292,Inactive Investor,Donna Di Ianni,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Aspen CO 301 E Hopkins Ave",donna_m_diianni@ml.com,,Salesforce
10656572,,Joseph Boyko,,,joseph.boyko@ceterafs.com,,List Import
374226,,Yin Choi,,[Unknown],yin.choi@gmail.com,,Salesforce
230546,, -,,[[Unknown]],abubkaralhassani0@gmail.com,,
11155119,Inactive Investor,Thayer Atkins,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9542506,,Devrim Brown,,,djbrown579@gmail.com,,List import
11084924,Inactive Investor,Zeke Hall,Financial Advisor,"Voya Financial Advisors, Inc. South Portland ME 169 Ocean St",zekehall@voyafa.com,,Salesforce
11203629,Inactive Investor,Thomas Mullin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
106155,,Daniel Joyce,"President, CEO, director","Moors & Cabot, Inc",djoyce@moorscabot.com,800-426-0501,Manual List Upload
10953375,Inactive Investor,William Havener,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,,,Salesforce
10931335,Inactive Investor,Peter Mann,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",peter.mann@ampf.com,,Salesforce
10910013,Inactive Investor,Stacia Flick,,LPL Financial LLC Rapid City SD 200 E Main St,stacia.flick@lpl.com,,Salesforce
167785,,James Glenn,,[Unknown],jamesrichardglenn@gmail.com,,Paid Social
10788765,Inactive Investor,Gregory Halligan,,"Wells Fargo Clearing Services, LLC Anniston AL 101 E 11th St",gregory.halligan@wellsfargoadvisors.com,,Salesforce
10935517,Inactive Investor,Yuvraj Chanda,,Evercore Group L.L.C.,yuvraj.chanda@evercore.com,,Salesforce
10936217,Inactive Investor,Julian Sanderson,,"Osaic Wealth, Inc. Suffolk VA Private Residence",,,Salesforce
164741,,Torrance Smith,,[Unknown],torran235@yahoo.com,,Direct
352513,,Jeff Diamond,,"Polen Capital Management, Llc",jdiamond@polencapital.com,156-124-12425,Manual List Upload
11009419,Inactive Investor,Lauren Barricklow,,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",lauren.barricklow@equitable.com,,Salesforce
11055114,Inactive Investor,Justin Fath,,Cetera Advisors LLC Smithville OH 790 E Main St,,,Salesforce
11115355,Inactive Investor,Maria Zacapa Reaves,Associate Director;Financial Advisor;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,maria.zacapa@morganstanley.com,,Salesforce
10907569,Inactive Investor,David Ager,,"Allstate Financial Services, LLC Wilmington NC 4837 Carolina Beach Rd",dager@allstate.com,,Salesforce
11199819,Inactive Investor,Michael O'Connor,,&Partners Southborough MA Private Residence,,,Salesforce
11148099,Inactive Investor,Jeff Leclerc,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jeff.leclerc@fidelity.com,,Salesforce
10656230,,Alfred Salvino,,,asalvino@williamblair.com,,List import
11016813,Inactive Investor,Daniel Leon,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",daniel.a.leon@ml.com,,Salesforce
11182016,Inactive Investor,Daniel Nitsch,,LPL Financial LLC Noblesville IN 13225 Tegler Dr,daniel.nitsch@lpl.com,,Salesforce
10898756,Inactive Investor,Gordon Porter,,"Cambridge Investment Research, Inc. York PA 1423 E Market St",,,Salesforce
11065166,Inactive Investor,Christopher Canady,,State Farm VP Management Corp. Wake Forest NC 1300 Corporate Chaplain Dr,,,Salesforce
349492,,Ann Penrose,Investment Analyst,"Mill Creek Capital Advisors, Llc",apenrose@millcreekcap.com,(610) 941-7700,
10696162,,Ronan Gahan,,KCSI,ronan.gahan@gmail.com,,List import
10876994,Inactive Investor,Anthony Pontoriero,Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",anthony.pontoriero@wellsfargo.com,,Salesforce
11124494,Inactive Investor,Tonia Maxwell,,"Allstate Financial Services, LLC Norwalk OH 11 E Main St",toniamaxwell@allstate.com,,Salesforce
10928162,Inactive Investor,Bryan Weinstein,Financial Advisor,"Pruco Securities, LLC. Buffalo NY 10 John James Audubon Pkwy",bryan.weinstein@prudential.com,,Salesforce
10992527,Inactive Investor,Mike Antashyan,,Kovack Securities Inc. Rancho Cucamonga CA Private Residence,mike@kovacksecurities.com,,Salesforce
11167141,Inactive Investor,Rhonda Ward,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",rhonda.ward@tiaa.org,,Salesforce
9603057,,murray ploetz,,,murrayploetz@coastwidesmiles.com,,List import
9575527,,Mike Aquino,,,maquino79@gmail.com,,List import
11173600,Inactive Investor,James Stotenbur,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Lansing MI 526 S Creyts Rd",james.d.stotenbur@ampf.com,,Salesforce
11128531,Inactive Investor,Michelle Osiborski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",michelle.osiborski@ml.com,,Salesforce
210883,,Eduard Kotysh,,N/A,kotysh@gmail.com,3392035254,
11153301,Inactive Investor,Vedika Jha,,"RBC Capital Markets, LLC",,,Salesforce
10825999,Inactive Investor,Tyrone Mitchell,President,"TS. MITCHELL Financial, LLC.",legacy@tsmitchell.com,,Salesforce
11086752,Inactive Investor,Wanju Liao,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,wanju.c.liao@chase.com,,Salesforce
11177771,Inactive Investor,Ronald Frey,,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",ronald.frey@nm.com,,Salesforce
11068393,Inactive Investor,Eldridge Hawkins,Financial Advisor,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",eldridge.hawkins@equitable.com,,Salesforce
9594627,,DaQing Zhou,,,zhdqcn@gmail.com,,List import
10609489,,ned sundermann,,"sundermann capital management, llc",nedlyp@gmail.com,,Web Form Fillout
11104450,Inactive Investor,Mosfequs Salehin,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11236405,Inactive Investor,Aaron Sheklin,Head - Institutional,Farther Jacksonville FL 13475 Atlantic Blvd,,,Salesforce
11037436,Inactive Investor,Tanner Leary,,Cetera Advisor Networks LLC Richmond VA 1051 E Cary St,,,Salesforce
370403,,Frank Vitale,,Frank Vitale Insurance Agency,fvitale99@gmail.com,18314629223,Salesforce
321650,,Nisette Gray,,All4Fitness and Primerica,nisette@sbcglobal.net,,Manual List Upload
10935133,Inactive Investor,Margaret Kurtz,,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",margaret.kurtz@equitable.com,,Salesforce
11073362,Inactive Investor,Steven Frank,Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",steven.l.frank@wellsfargoadvisors.com,,Salesforce
9607211,,Muhammad Razzaq,,,umer123.ur@gmail.com,,List import
10861758,Inactive Investor,Seth Schulze,Financial Advisor,Morgan Stanley Eureka CA 2421 Buhne St,seth.schulze@morganstanley.com,,Salesforce
10852553,Inactive Investor,Deidre Mraz,Chief Compliance Officer;Owner;Shareholder,Mraz and Associates,deidre@mrazassociates.com,,Salesforce
11188738,Inactive Investor,Maurice Tawil,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",maurice_tawil@ml.com,,Salesforce
11231930,Inactive Investor,Holly Alger,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
9648474,,Mi Fulgi,,,mjfglobal@gmail.com,,List import
193733,,FRANK yanover,,[Unknown],fyanover@me.com,,
10945864,Inactive Investor,James Teleposky,,Fidelity Brokerage Services LLC San Diego CA 7676 Hazard Center Dr,james.teleposky@fmr.com,,Salesforce
10996912,Inactive Investor,Jennifer Gomm,,"Raymond James Financial Services, Inc. Salt Lake City UT 5782 S 900 E",jennifer.gomm@raymondjames.com,,Salesforce
11139963,Inactive Investor,Richard Shanaberger,Financial Advisor,LPL Financial LLC Urbandale IA 8515 Douglas Ave,richard.shanaberger@lpl.com,,Salesforce
10488484,,Taylor Rea,"Chief Compliance Officer, Chief Financial Officer, Senior Vice President","Silver Hill Energy Partners, LP",trea@silverhillenergy.com,,List Import
120535,,Dempsey Moody,"Director - Financial Planning, Financial Advisor",Lincoln Financial Advisors Corporation,wiley.moody@lfg.com,615-846-3333,
11196178,Inactive Investor,Stephen Kovalscik,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",stephen.kovalscik@transamerica.com,,Salesforce
11073330,Inactive Investor,James Rasmussen,Chief Growth Officer;Co-Founder;Managing Member;Principal,Pandowealth. LLC,,,Salesforce
348912,,Mark Hilgendorf,Manager,"Kellogg Asset Management, Llc",mark.hilgendorf@kelloggasset.com,800-236-0082,Manual List Upload
11106290,Inactive Investor,John Rizzo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",,,Salesforce
10645391,,Glen Andrianov,,,glen.andrianov@ca-cib.com,,List Import
11109412,Inactive Investor,Jay Kammerer,,"First Command Brokerage Services, Inc. Papillion NE 1716 Charleston Dr",jmkammerer@firstcommand.com,,Salesforce
9568267,,Conor -,,,coshea@friedmanllp.com,,List import
9567210,,Jeremy Baumann,,,jeremy@swissborg.com,,List import
10869079,Inactive Investor,John Boyle,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
223873,,Lisa Stroud,Chief Compliance Officer,Century Management Financial Advisors,lstroud@cm-ic.com,512-329-0050,
11201042,Inactive Investor,Marvin Coleman,,Hilltop Securities Inc. Memphis TN 5350 Poplar Ave,marvin.coleman@hilltopsecurities.com,,Salesforce
11008565,Inactive Investor,Jordan Dongell,Associate Representative,Thrivent Investment Management Inc. Lexington KY 771 Corporate Dr,jordan.dongell@thrivent.com,,Salesforce
10831575,Inactive Investor,Luther Stene,,"Concourse Financial Group Securities, Inc. Killeen TX 1711 E Central Texas Expy",luther.stene@concoursefinancial.com,,Salesforce
10844055,Inactive Investor,Gregory Vallee,Financial Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 314 Middle St",gregory.m.vallee@ampf.com,,Salesforce
10773336,Inactive Investor,Cynthia Hernandez,,J.P. Morgan Securities LLC Rowlett TX 3431 Hwy 66,cynthia.a.hernandez@jpmorgan.com,,Salesforce
56907,,Kelly Panzanaro,Regional Vice President - Annuities,"Principal Securities, Inc.",panzanaro.kelly@principal.com,515-247-0601,
227946,, -,,[[Unknown]],zhabalai66@gmail.com,,
349632,,Rachel Matthews,"Member, Partner, Portfolio Manager, Research Analyst","Cardinal Capital Management, L.L.C.",rmatthews@cardcap.com,203-863-8983,Manual List Upload
11152751,Inactive Investor,Jennie Romero,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",,,Salesforce
9568706,,Gary Betsworth,,,garybetsworth@gmail.com,,List import
11176789,Inactive Investor,Russell Brink,,"FBL Marketing Services, LLC Vevay IN 807 E Main St",russell.brink@fblfinancial.com,,Salesforce
10914207,Inactive Investor,Kurt Petrucci,,"MML Investors Services, LLC Vero Beach FL 925 52nd Ave",kpetrucci@financialguide.com,,Salesforce
10856391,Inactive Investor,Curtis Heinz,,"Empower Financial Services, Inc",curtis.heinz@empower.com,,Salesforce
11065553,Inactive Investor,Benjamin Bryan,,"VALIC Financial Advisors, Inc. Richmond VA 10800 Midlothian Tpke",,,Salesforce
11071388,Inactive Investor,Theo Basis,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,tbasis@laidlawltd.com,,Salesforce
229026,,Jimmy Collins -,,Jimmy Collins [[Unknown]],jimmycollins782@gmail.com,,
10928460,Inactive Investor,Robin Swimley,,LPL Financial LLC Libby MT 108 E 9th St,robin.swimley@lpl.com,,Salesforce
1004450,Inactive Investor,Chris Angevine,,Chris Angevine,cangevine@cgf.com,,3rd Party Lead Gen
10887910,Inactive Investor,Mordechai Fishman,Financial Planner;Managing Director,"JSF Financial, LLC",mordechai@jsffinancial.com,,Salesforce
11184945,Inactive Investor,Michael Thompson,,"Truist Investment Services, Inc. Baltimore MD 120 E Baltimore St",mikethompson@truist.com,,Salesforce
10895090,Inactive Investor,Mark Dulmes,,NYLIFE Securities LLC Oostburg WI 927 Center Ave,mdulmes@ft.newyorklife.com,,Salesforce
11155899,Inactive Investor,Ryan Michaelis,,"ValMark Securities, Inc. Wayzata MN 282 Wayzata Blvd E",,,Salesforce
10765402,Inactive Investor,Andreas Lindstrom,Associate Vice President;Director - Alternative Investments;Financial Advisor;Portfolio Manager,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,andreas.lindstrom@morganstanley.com,,Salesforce
219386,,Cuong Cao Cu Quoc,,[Unknown],thghnh0@gmail.com,,
11016189,Inactive Investor,Syed Kasafaddoza,,"Farmers Financial Solutions, LLC Modesto CA 2937 Veneman Ave",,,Salesforce
10792665,Inactive Investor,Derek Cisne,Financial Advisor;First Vice President;Portfolio Manager;Wealth Advisor,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,derek.cisne@morganstanley.com,,Salesforce
11182694,Inactive Investor,Tamara Stewart,,Commonwealth Financial Network Cottage Grove OR 525 N 9th St,,,Salesforce
11231619,Inactive Investor,Jessica Bates,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",,,Salesforce
10603585,,David Brickman,Chief Executive Officer,NewPoint Real Estate Investment Management LLC,david.brickman@newpoint.com,,List Import
10968060,Inactive Investor,Michael Manning,,"Peak Brokerage Services, LLC",,,Salesforce
10883682,Inactive Investor,Estevan Escarsega,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",estevan.escarsega@ml.com,,Salesforce
11104737,Inactive Investor,Ashley Holzman,,Hilltop Securities Inc.,ashley.holzman@hilltopsecurities.com,,Salesforce
11164923,Inactive Investor,Michael Niedfeldt,Financial Associate,Thrivent Investment Management Inc. Stoughton WI 417 W Main St,mike.niedfeldt@thrivent.com,,Salesforce
9542356,,James Good,,,jsgood@gmail.com,,List import
10810527,Inactive Investor,Gary Moore,,PFS Investments Inc. Trenton GA 5404 Hwy 136,gary.moore@primerica.com,,Salesforce
11055904,Inactive Investor,Melissa Wallace,Financial Advisor;Financial Planning Associate,Morgan Stanley Baltimore MD 1201 Wills St,melissa.wallace@morganstanley.com,,Salesforce
10962009,Inactive Investor,Rayfield Merine,,PFS Investments Inc. Clermont FL 1203 W Hwy 50,rayfield.merine@primerica.com,,Salesforce
9571107,,Saul Ahn,,,sahn@lindenlp.com,,List import
1003496,Inactive Investor,Michael Barry,CIO,Georgetown University Endowment,mkb89@georgetown.edu, +1 202 687 6881,3rd Party Lead Gen
11074235,Inactive Investor,Jonathan Rogers,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9596598,,Laura Hessel,,,laura.hessel@monetagroup.com,,List import
11164529,Inactive Investor,Philip Salo,Financial Advisor Manager,TD Private Client Wealth LLC Melville NY 324 S Service Rd,philip.salo@td.com,,Salesforce
9590605,,Sheila Pitz,,,spitz@gpsmoneymanagement.com,,List import
9606310,,JUYONG SONG,,,gourjy5@gmail.com,,List import
10992239,Inactive Investor,Justin Kimmel,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,jckimmel@ft.newyorklife.com,,Salesforce
10846217,Inactive Investor,Melissa Depetrillo,,"Citizens Securities, Inc.",melissa.depetrillo@citizensbank.com,,Salesforce
9643008,,Taner Nalbant,,,t_nalbant@hotmail.com,,List import
11222508,,Steven Porath,,,sporath@hearthstone.com,,List Import
10820009,Inactive Investor,Martin Hearn,,"Silver Oak Securities, Incorporated Memphis TN 1661 International Dr",martyhearn@silveroaksecurities.com,,Salesforce
11165260,Inactive Investor,Samuel Johnston,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
9637479,,Nwangwu Chinedu,,,wandyna1@gmail.com,,List import
9641145,,Jim Day,,,jimsocalday@aol.com,,List import
223163,,Gene Panasenko,Financial Advisor,"Moloney Securities Co., Inc.",genepanasenko@gmail.com,,
10955991,Inactive Investor,Daniel Luptak,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,daniel.luptak@fmr.com,,Salesforce
11071858,Inactive Investor,Colleen Shelly,,"Raymond James Financial Services, Inc. Independence OH 6000 Freedom Square Dr",colleen.shelly@raymondjames.com,,Salesforce
332769,,Chauncey Busacker,,MidFirst Bank,chauncey.busacker@midfirst.com,,
10842313,Inactive Investor,Thomas Cooney,Financial Advisor,LPL Financial LLC Wilmington DE 1013 Centre Rd,,,Salesforce
9591022,,Kathryn Stratton,,,kstratton@buckheadcapital.com,,List Import
10790754,Inactive Investor,William Blakeman,Financial Advisor,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",william.blakeman@wfadvisors.com,,Salesforce
9635869,,Eva Sydow,,,evsydow@firststate.co.uk,,List import
336904,,Bryant Andrus,"Manager, CCO","Sbc Investment Management, Llc",bandrus@statebirdcorp.com,602-641-5996,Manual List Upload
10823854,Inactive Investor,Kevin Cihlar,Investment Resource Consultant,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11144203,Inactive Investor,Teri Herrick,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,teri.herrick@primerica.com,,Salesforce
10851016,Inactive Investor,Danielle Houle,,Commonwealth Financial Network Cheshire CT 20 Realty Dr,dhoule@commonwealth.com,,Salesforce
9546458,,Regina Frias,,,regina.frias@transamerica.com,,List import
11035862,Inactive Investor,Zachary Alkhamis,Branch Manager,LPL Financial LLC Portage MI 7900 Kirkland Ct,zachary.alkhamis@lpl.com,,Salesforce
11206825,Inactive Investor,Bret Posner,,NYLIFE Securities LLC Covington LA 832 E Boston St,bdposner@ft.newyorklife.com,,Salesforce
9599485,,Theresa Gusman,,,theresagusman@firstaffirmative.com,,List import
10760406,Inactive Investor,Mauricio Gruener,,"GFG Securities, LLC",mauricio@gfgcapital.com,,Salesforce
9636608,,Nicole Tarallo,,,ntarallo@leggmason.com,,List import
11082081,Inactive Investor,Laura Simpson,Financial Advisor;Member,PAX Financial Group,laura@paxfg.com,,Salesforce
10970066,Inactive Investor,Genesis Tejada,,Fidelity Brokerage Services LLC,,,Salesforce
10869027,Inactive Investor,Austin Shaw,,J.P. Morgan Securities LLC Harper Woods MI 20675 Vernier Rd,austin.shaw@jpmorgan.com,,Salesforce
10788318,Inactive Investor,James Albert,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.albert@schwab.com,,Salesforce
10785539,Inactive Investor,Jacqulyne Sunderman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacqulyne.sunderman@fidelity.com,,Salesforce
9641872,,Geoffrey Hatcher,,,hatcher.geoff@gmail.com,,List import
10945465,Inactive Investor,William Johnson,,J.P. Morgan Securities LLC Henderson NV 705 S Green Valley Pkwy,william.d.johnson@jpmorgan.com,,Salesforce
11028724,Inactive Investor,Gary Antonella,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,gary.antonella@primerica.com,,Salesforce
10787049,Inactive Investor,Tatiana Brownell,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11147110,Inactive Investor,Patrick Armano-Amato,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",patrick.armano-amato@ml.com,,Salesforce
346719,,Thomas Arenz,Partner,"Harvest Partners, Lp",tarenz@harvestpartners.com,212-599-6300,Manual List Upload
11073062,Inactive Investor,Kiran Sultan,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,kiran.sultan@us.hsbc.com,,Salesforce
11089152,Inactive Investor,Marilynn Larkin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,marilynn.larkin@fidelity.com,,Salesforce
10756928,Inactive Investor,Steve Worthy,,"Osaic Wealth, Inc. Charlotte NC 10800 Sikes Pl",,,Salesforce
10907622,Inactive Investor,Michael Scott,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",,,Salesforce
10962886,Inactive Investor,Michael Stone,,"Bankers Life Securities, Inc. Gaithersburg MD 18310 Montgomery Village Ave",michael.stone@bankerslife.com,,Salesforce
10995421,Inactive Investor,Jennifer Stevens,,"Allstate Financial Services, LLC Conway NH 30 Main St",jstevens@allstate.com,,Salesforce
10841885,Inactive Investor,Kittrell Smith,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",kittrell.smith@raymondjames.com,,Salesforce
11210203,Inactive Investor,Jacob Hower,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",jacob.hower@nm.com,,Salesforce
234792,, -,,[[Unknown]],kasocose@gmail.com,,
10845538,Inactive Investor,Donna Comer,,State Farm VP Management Corp. Havelock NC 288 US Hwy 70 W,,,Salesforce
10888958,Inactive Investor,Ashley Herrick,,"Wells Fargo Clearing Services, LLC Eagle River AK 16600 Centerfield Dr",ashley.herrick@wellsfargoadvisors.com,,Salesforce
9617916,,Bruce Geller,,,bgeller@dghm.com,,List import
10874917,Inactive Investor,Alexander Beveridge,Financial Advisor,Edward Jones Helena MT 330 11th Ave,alexander.beveridge@edwardjones.com,,Salesforce
11233407,Inactive Investor,Alaina Collins,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,arcollins@ft.newyorklife.com,,Salesforce
9615992,,Peter Hanss,,,apk021@gmail.com,,List import
10596494,,James Elsman,Financial Advisor,,james.elsman@wellsfargoadvisors.com,,Web Form Fillout
9630578,,Kyle Washington,,,kyle.w.washington@gmail.com,,List import
11069815,Inactive Investor,Robert Moore,,Commonwealth Financial Network Troy MI 2950 W Square Lake Rd,,,Salesforce
183656,,Christel Coetzee,,[Unknown],christel@truewan.co.za,,Direct
11052196,Inactive Investor,Oscar Subuyuc Xil,Private Client Banker,J.P. Morgan Securities LLC Walnut Creek CA 2819 Ygnacio Valley Rd,oscar.a.subuyucxil@chase.com,,Salesforce
234660,, -,,[[Unknown]],zanemoser1@gmail.com,,Organic Search
10786559,Inactive Investor,Craig Vandegrift,Managing Director;Market Director,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,craig.vandegrift@ubs.com,,Salesforce
11156671,Inactive Investor,Cody Basala,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Midland MI 400 Ashman St",cody.basala@benjaminfedwards.com,,Salesforce
11032253,Inactive Investor,Ralph Platt,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",terry.platt@raymondjames.com,,Salesforce
10978262,Inactive Investor,Tammy-Jo Wilgus,,Fidelity Brokerage Services LLC,,,Salesforce
11183527,Inactive Investor,Peter Bowles,Chief Financial Officer;Founding Member;Managing Director;Member,"Blue Edge Capital, LLC",pbowles@blueedgecap.com,,Salesforce
11083516,Inactive Investor,Juan Sanchez,,J.P. Morgan Securities LLC Norwalk CT 515 West Ave,juan.sanchez@jpmorgan.com,,Salesforce
85730,,John Davis,,United States,johncdavis2018@gmail.com,,
346951,,Derek Crevello,Managing Director,"Stellus Capital Management, Llc",dcrevello@stelluscapital.com,713-292-5400,Manual List Upload
10788889,Inactive Investor,Leslie Lammers,Co-Chief Investment Officer;Founder;Investment Manager;President;Principal;Regulatory Contact,"Riverstone Advisors, LLC",llammers@riverstoneadvisors.com,,Salesforce
10927474,Inactive Investor,Jose Vaquero Galbis,,BBVA Securities Inc.,,,Salesforce
9553838,,Bruce Vogt,,,bvogt@massmutual.com,,List import
10489200,,Sean Lewis,"Financial Advisor, Investment Officer, Managing Director","Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",sean.a.lewis@wellsfargoadvisors.com,800-595-5634,List Import
11176491,Inactive Investor,Sherry McFarland,,"Ameriprise Financial Services, LLC Atlanta GA 3475 Lenox Rd NE",,,Salesforce
10646687,,Matthew Smith,,,matt.j.smith@wellsfargoadvisors.com,,List Import
10784373,Inactive Investor,Sariah Tolsma,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 330 N Higgins Ave",sariah.tolsma@ml.com,,Salesforce
11157743,Inactive Investor,Richard Lusk,,"Osaic Wealth, Inc. Indianapolis IN 3500 Depauw Blvd",rlusk@royalallianceadvisors.com,,Salesforce
11261177,Inactive Investor,Thomas Laming,Chief Investment Officer,Normandy Investment Advisors,thomas@normandyia.com,,Salesforce
11119248,Inactive Investor,Shahram Kahusi,,"Wells Fargo Clearing Services, LLC Seattle WA 8517 35th Ave NE",shahram.kahusi@wellsfargo.com,,Salesforce
10758491,Inactive Investor,John Storey,,Goldman Sachs & Co.,,,Salesforce
11068369,Inactive Investor,Michael Yackanin,Private Client Advisor,J.P. Morgan Securities LLC Wyckoff NJ 525 Cedar Hill Ave,michael.r.yackanin@jpmorgan.com,,Salesforce
10619508,,John Tofilon,,,john.tofilon@morganstanley.com,,List Import
9578500,,Corey Basehore,,,cbasehore@massmutual.com,,List import
10696423,,Italia Michael,,PARK AVENUE SECURITIES LLC,italia_michael@glic.com,,List Import
10954847,Inactive Investor,Cody Hayworth,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10695878,,Eric Esfahanian,,Advisor360�,eesfahanian@advisor360.com,,List Import
10926316,Inactive Investor,Jason Field,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,jason.field@fmr.com,,Salesforce
9553123,,Tricia Zehr,,,tzehr@alphacorecap.com,,List import
11177759,Inactive Investor,Nicholas Shultz,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",nick.shultz@nm.com,,Salesforce
10901118,Inactive Investor,William Hopkins,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10612129,,Michael Bain,Financial Advisor,,mbain355@gmail.com,,List Import
11000332,Inactive Investor,Heather Allen,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",heather.allen@bankerslife.com,,Salesforce
11104747,Inactive Investor,David Plasse,Financial Advisor,LPL Financial LLC Frederick MD 6093 Spring Ridge Pkwy,david.plasse@lpl.com,,Salesforce
9550617,,Josh Howsmon,,,joshhowsmon@gmail.com,,List import
11211472,Inactive Investor,Patricia Veney,,"Osaic Wealth, Inc. Owings Mills MD 300 Red Brook Blvd",,,Salesforce
11199507,Inactive Investor,John Lowry,,"Spartan Capital Securities, LLC",jlowry@spartancapital.com,,Salesforce
10645650,,Timothy McHugh,,,tmchugh@williamblair.com,,List Import
11001895,Inactive Investor,Zi Yan,,"Transamerica Financial Advisors, Inc Burlingame CA 500 Airport Blvd",zihong.yan@tfaconnect.com,,Salesforce
10874016,Inactive Investor,Nina Graunke,,LPL Financial LLC Lady Lake FL 117 N US Hwy 441,nina.graunke@lpl.com,,Salesforce
11054140,Inactive Investor,Richard Hart,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,richard.hart@fidelity.com,,Salesforce
11119985,Inactive Investor,Bruce Cacho-Negrete,Financial Planner;Private Wealth Advisor;Senior Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",bruce.cachonegrete@raymondjames.com,,Salesforce
10861119,Inactive Investor,Timothy Jones,,"Concourse Financial Group Securities, Inc. Orlando FL 1516 Hillcrest St",timothy.jones@concoursefinancial.com,,Salesforce
10791752,Inactive Investor,James Huck,Financial Advisor;Vice President,Morgan Stanley Grand Blanc MI 2430 E Hill Rd,james.huck@morganstanley.com,,Salesforce
10799452,Inactive Investor,Ernest Barry,,"M Holdings Securities, Inc. Charlotte NC 6525 Carnegie Blvd",ernest.barry@mfin.com,,Salesforce
9599578,,ERIC ERWIN,,,eerwin7@gmail.com,,List import
374328,,Alexander Klaus,,"Addisco Value, LLC",aklaus@addisco-value.com,7049758352,Google Natural Search
11006340,Inactive Investor,Kristen Saunders,,"Osaic Wealth, Inc. Fond Du Lac WI 7 S Main St",,,Salesforce
10770082,Inactive Investor,Adrian Chastain,Chief Compliance Officer;Chief Operating Officer,"Gratus Capital, LLC",achastain@gratuscapital.com,,Salesforce
10794124,Inactive Investor,Pamela Sarney,,Sigma Financial Corporation New Baltimore MI 36542 Green St,psarney@sigmarep.com,,Salesforce
11034428,Inactive Investor,Audrey Stansbury,Financial Advisor,Edward Jones Manhattan Beach CA 1230 Rosecrans Ave,audrey.stansbury@edwardjones.com,,Salesforce
10955211,Inactive Investor,Amy Dinges,,MissionSquare Investment Services,adinges@icmarc.org,,Salesforce
9576106,,Derek Hayden,,,dhayden@jaminvestment.com,,List import
11046681,Inactive Investor,Brent Hoskins,Chief Compliance Officer;Owner,Focal Point Financial Group,brent@focalpointfinancialgroup.com,,Salesforce
10876239,Inactive Investor,Quincy Harden,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
10845056,Inactive Investor,Stephen Simmons,,State Farm VP Management Corp. Elkton MD 12 Lewisville Rd,,,Salesforce
10902272,Inactive Investor,Richard Shaeffer,Financial Advisor,Edward Jones Minneapolis MN 10100 6th Ave N,richard.shaeffer@edwardjones.com,,Salesforce
10999612,Inactive Investor,John Powell,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",john.powell@equitable.com,,Salesforce
2536080,,Edouard Triquet,,,edouardtriquet@gmail.com,,
10940380,Inactive Investor,Jonathon Gunn,,"Truist Investment Services, Inc. Bethesda MD 10415 Old Georgetown Rd",jonathon.gunn@truist.com,,Salesforce
10760345,Inactive Investor,Sophia Dion,Director;Senior Registered Associate,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,sophia.cross@morganstanley.com,,Salesforce
345341,,Marcus Leanos,,[Unknown],marcus@holocenecap.io,,
10816349,Inactive Investor,Karen Kettles,Financial Advisor,Edward Jones Adams MA 1 Berkshire Sq,karen.kettles@edwardjones.com,,Salesforce
11073824,Inactive Investor,Sam Zimmerman,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sam.zimmerman@schwab.com,,Salesforce
11199169,Inactive Investor,William Estoque,Chief Technology Officer,Wizest Inc. South Euclid OH 1688 Sheridan Rd,,,Salesforce
11184969,Inactive Investor,Patrick Rodman,,"Wells Fargo Clearing Services, LLC",patrick.rodman@wellsfargoadvisors.com,,Salesforce
11145600,Inactive Investor,Keith Robel,Financial Advisor;Portfolio Management Director;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Sheboygan WI 2124 Kohler Memorial Dr,keith.robel@morganstanley.com,,Salesforce
10932510,Inactive Investor,Mathew Tracy,Client Service Associate,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,,,Salesforce
10886168,Inactive Investor,David Chang,,J.P. Morgan Securities LLC Cary NC 610 Magness Dr,david.s.chang@jpmorgan.com,,Salesforce
10944651,Inactive Investor,Timothy McCutchen,Managing Partner,Prime Capital Financial Little Rock AR 6325 Ranch Dr,,,Salesforce
10793641,Inactive Investor,Frank Welch,,Cetera Investment Services LLC Riverview FL 6019 Winthrop Commerce Ave,,,Salesforce
9638718,,Andre Pabst,,,ap@pitinvest.ch,,List import
10827961,Inactive Investor,Keith Fosler,,Kovack Securities Inc. Portland ME 15 Monument Sq,,,Salesforce
9646626,,Thomas Antonini,,,tpmeb@aol.com,,List import
11130757,Inactive Investor,James Griffin,Relationship Banker,J.P. Morgan Securities LLC Bay Shore NY 537 E Main St,james.e.griffinjr@chase.com,,Salesforce
11124267,Inactive Investor,Astrid Castro,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,acastro03@ft.newyorklife.com,,Salesforce
11202100,Inactive Investor,Kristina Gaalaas,Financial Advisor,Edward Jones Grand Rapids MN 502 NE 4th St,kristina.clark@edwardjones.com,,Salesforce
10945324,Inactive Investor,Mary Ceselsky-Grunder,Chief Compliance Officer;Owner,"Booster, LLC",mcc@booster401k.com,,Salesforce
11271051,,Isaac Dinner,,,isaacmarketinganalysis@gmail.com,,Web Form Fillout
11181964,Inactive Investor,Natalia Korop,,"Truist Investment Services, Inc. Gainesville GA 455 Jesse Jewell Pkwy SW",,,Salesforce
10797778,Inactive Investor,Kevin Smith,,"Flagship Harbor Advisors, LLC North Andover MA 867 Turnpike St",kevin.smith@flagshipharbor.com,,Salesforce
11081968,Inactive Investor,Villedo Rios,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10937922,Inactive Investor,Allyson Dagel,,"Mutual of Omaha Investor Services, Inc. Lincoln NE 6940 O St",allyson.dagel@mutualofomaha.com,,Salesforce
10840569,Inactive Investor,Skylar Dean,Financial Advisor,Edward Jones Athens TN 211 E Washington Ave,skylar.dean@edwardjones.com,,Salesforce
10832253,Inactive Investor,Timothy O'Neill,,Commonwealth Financial Network Pittsburgh PA 71 McMurray Rd,to-neill@commonwealth.com,,Salesforce
5356370,,axsk axsd,,,vodali2870@dmtubes.com,,Web Form Fillout
9581313,,Frederick Russell,,,rick@acornconsulting.net,,List import
10907090,Inactive Investor,Steven Crabtree,,"Cambridge Investment Research, Inc. Middletown CT 32 Washington St",,,Salesforce
11178167,Inactive Investor,Cheri Montgomery,,"Wells Fargo Clearing Services, LLC Apache Junction AZ 231 S Phelps Dr",cheri.l.montgomery@wellsfargo.com,,Salesforce
11051026,Inactive Investor,Zachary Scadden,Financial Advisor,Zulu Dreams Capital LLC Union City NJ Private Residence,,,Salesforce
10831833,Inactive Investor,Vladimir Belinsky,Founder;President;Shareholder,"Hermitage Advisors, Ltd. Orinda CA 250 Monte Vista Ridge Rd",vladimir@hermitageadvisors.com,,Salesforce
10923829,Inactive Investor,Ray Balyeat,Chairman,United Professionals Assoc. Ltd.,rbalyeat@upal.com,,Salesforce
9636840,,Seth Painter,,,spainter@antares.com,,List import
11061210,Inactive Investor,Richard Haney,Financial Advisor,Edward Jones Johnson City TN 104 E Unaka Ave,richard.haney@edwardjones.com,,Salesforce
10869406,Inactive Investor,Jordan Cohne,Financial Advisor,"Pruco Securities, LLC. South Easton MA 448 Turnpike St",jordan.cohne@prudential.com,,Salesforce
11231618,Inactive Investor,Alexandra Stevens,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10900247,Inactive Investor,Andrew Childs,,J.P. Morgan Securities LLC Springboro OH 15 Springwood Dr,andrew.childs@jpmorgan.com,,Salesforce
11061178,Inactive Investor,Jennifer Engelstad,Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Royersford PA 1833 E Ridge Pike",jennifer_engelstad@ml.com,,Salesforce
11029529,Inactive Investor,Jordan Laser,,"Northwestern Mutual Investment Services, LLC North Miami Beach FL 3323 NE 163rd St",jordanlaser@northwesternmutual.com,,Salesforce
10809178,Inactive Investor,Christina Cleveland,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",christina_cleveland@ml.com,,Salesforce
11020452,Inactive Investor,Maria Rios,Account Executive,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
11198649,Inactive Investor,George McWhorter,Investment Advisor;Owner,McWhorter Capital Investments,mike@mcwhortercapital.com,,Salesforce
9592168,,Mike Firmin,,,info@nextbillionsdollarscompany.com,,List import
9624199,,Ran Zhou,,,zhouranus@gmail.com,,List import
10612350,,Zhengrong Pan,Financial Advisor,,zhengrong.pan@prudential.com,,List Import
333919,,Michael Bidinger,Limited Liability Partner & Chief Financial Officer,Alpine Grove Partners Llp,michael.bidinger@groveinvestors.com,121-271-07875,Manual List Upload
11193645,Inactive Investor,Maureen Kelly,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,maureen.kelly@ubs.com,,Salesforce
9606732,,Nikhil Gupta,,,ngupta@bamfunds.com,,List import
10947731,Inactive Investor,Matthew Lowrey,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10826892,Inactive Investor,Stephen Ingalls,Entrepreneur,Commonwealth Financial Network Lafayette NJ 168 State Rte 15,singalls@commonwealth.com,,Salesforce
6865,,Scott Emick,,[[Unknown]],scott.emick@gmail.com,,Initial Salesforce Import
10853014,Inactive Investor,Louis Kline,,"Cambridge Investment Research, Inc. Franklin MA 29 Dean Ave",,,Salesforce
11160637,Inactive Investor,Autumn Armbruster,Chief Compliance Officer,"MSP Wealth Management, LLC",autumna@molatorecpa.com,,Salesforce
11080365,Inactive Investor,Lee McCarthy,Account Vice President;Financial Advisor,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,lee.mccarthy@ubs.com,,Salesforce
10869817,Inactive Investor,Tamim Safazada,,Fidelity Brokerage Services LLC The Villages FL 1057 Lake Sumter Lndg,,,Salesforce
10613164,,Charles Slater,"Senior Financial Advisor, Vice President",,charles.slater@ml.com,,List Import
11156513,Inactive Investor,Richard Long,Associate Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
216549,,Faisal Alattas,,[Unknown],falattas@methak.com,,Event
11230906,Inactive Investor,Matthew Taylor,,LPL Financial LLC Naperville IL 1750 N Washington St,,,Salesforce
11013877,Inactive Investor,Bailey Bowen,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,bailey.bowen.d0ah@statefarm.com,,Salesforce
10849780,Inactive Investor,Michael Maletteri,Financial Professional,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",mmaletteri@financialguide.com,,Salesforce
11122971,Inactive Investor,Rajesh Cheethirala,Financial Professional,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",,,Salesforce
10937032,Inactive Investor,Darshan Makim,Chief Compliance Officer;Founder;President,PointOak Retirement Advisors,dmakim@pointoak.com,,Salesforce
11234393,Inactive Investor,Brett Ritter,,MM Ascend Life Investor Services LLC,,,Salesforce
11201033,Inactive Investor,Brian Beerman,,"Pruco Securities, LLC. Fayetteville AR 4257 N Gabel Dr",brian.beerman@prudential.com,,Salesforce
10937937,Inactive Investor,Matthew Grace,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",,,Salesforce
9641060,,Xavier MARSAC GELIS,,,xavgelmar@gmail.com,,List import
335463,,Matt Brigeman,Financial Advisor,Mgo One Seven,matthew@weareoneseven.com,216-771-4242,Manual List Upload
10614713,,Charles Rose,"Financial Advisor, Portfolio Manager",,charles.rose@morganstanley.com,,List Import
10761967,Inactive Investor,Billy Chiu,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",billy.chiu@ml.com,,Salesforce
10615874,,Dores Dunn,,,dores.dunn@jpmorgan.com,,List Import
11178707,Inactive Investor,Burton Bloch,,Maxim Group LLC,bbloch@maximgrp.com,,Salesforce
11024392,Inactive Investor,Corey Frazer,,State Farm VP Management Corp. Lima OH 1000 W Market St,coreyfrazer@statefarm.com,,Salesforce
11134765,Inactive Investor,Nader Hosseinzadeh,,Fidelity Brokerage Services LLC Rancho Cucamonga CA 7310 Day Creek Blvd,nader.hosseinzadeh@fmr.com,,Salesforce
11157249,Inactive Investor,Alina Shcherbina,,PFS Investments Inc. Sedalia MO 1313 W 16th St,alina.shcherbina@primerica.com,,Salesforce
10812260,Inactive Investor,John Barnes,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",john.barnes@nm.com,,Salesforce
11143024,Inactive Investor,Kylee Gwinn,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10969981,Inactive Investor,Tomo Tomovski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Port FL 14299 Tamiami Trl",tomo.tomovski@ml.com,,Salesforce
10791960,Inactive Investor,Ralph Clements,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Lakeland FL 225 E Lemon St,jeffrey.clements@morganstanley.com,,Salesforce
11172544,Inactive Investor,Patricia Cleary,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",patricia_m_cleary@ml.com,,Salesforce
10647364,,Victoria Avedesian,,,joyavedesian@financialguide.com,,List Import
10752695,Inactive Investor,Troy Niehaus,Financial Advisor,"Wells Fargo Clearing Services, LLC Spearfish SD 131 W Hudson St",troy.a.niehaus@wellsfargo.com,,Salesforce
9603121,,Ryan Bates,,,ryan.bates@clsinvest.com,,List import
10863295,Inactive Investor,Keith Cusack,Financial Advisor,LPL Financial LLC Golden CO 1746 Cole Blvd,keith.cusack@lpl.com,,Salesforce
11167598,Inactive Investor,Taylor Bielefeld,,Perella Weinberg Partners LP,tbielefeld@pwpartners.com,,Salesforce
11160426,Inactive Investor,Andrea Vanderleest,,"Avantax Investment Services, Inc. Grand Haven MI 333 Jackson Ave",,,Salesforce
347069,,Brian Barton,Managing Member,Guardian Wealth Management,brian@investgwm.com,385-355-4455,Manual List Upload
11042168,Inactive Investor,Emily Boyd-Brown,,"Osaic Wealth, Inc. Dalton GA 118 W King St",,,Salesforce
9629720,,Brian Shapiro,,,bshapiro@forumfin.com,,List import
9564114,,Kaleigh Stoddard,,,kstoddard@sym.com,,List import
10791183,Inactive Investor,Michael Hurst,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11070997,Inactive Investor,James Giunchi,Investment Manager,"Ameriprise Financial Services, LLC Reston VA 1902 Campus Commons Dr",james.giunchi@ampf.com,,Salesforce
10852398,Inactive Investor,Benson Terrell,,"MML Investors Services, LLC Lake Charles LA 2356 E McNeese St",bterrell@financialguide.com,,Salesforce
11210434,Inactive Investor,Janeiro Gonzalez Guzman,,J.P. Morgan Securities LLC Phillipsburg NJ 306 Roseberry St,janeiro.gonzalez-guzman@jpmorgan.com,,Salesforce
353310,,Michael Beller,,Michael Beller,mjbeller@gmail.com,,Other
9615747,,Snith John,,,snithjohn40@gmail.com,,List import
10903863,Inactive Investor,Stephanie Lewicky,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",,,Salesforce
11092511,Inactive Investor,Jeffrey Walsh,Financial Advisor,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,,,Salesforce
10657776,,Mark Powell,,,m.powell@lpl.com,,List Import
10981894,Inactive Investor,Charles Wright,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10911946,Inactive Investor,Dana Duellman,,"Wells Fargo Advisors Financial Network, LLC Hanover NH 45 Lyme Rd",dana.duellman@wfafinet.com,,Salesforce
10960224,Inactive Investor,Brent Webster,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11009082,Inactive Investor,Carrie Busse,,Lombard Securities Incorporated Chillicothe MO 812 Clay St,cbusse@golombard.com,,Salesforce
175785,,Ellen Philbin,Executive Director,[Unknown],ephilbin@cambridgeretirementma.gov, +1 617 868 3401,Database Upload
9636652,,Bobb Meckenstock,,,bobb@mainstreetsecurities.com,,List import
10888531,Inactive Investor,Edward Diaz,,NYLIFE Securities LLC Phoenix AZ 1137 E Redfield Rd,eadiaz@ft.newyorklife.com,,Salesforce
9572562,,Jennifer Newman,,,jnewman@pfginc.com,,List import
11090175,Inactive Investor,Joseph Reddington,Financial Advisor,Pelkonen and Associates LLC,j.reddington@ampwealthcare.com,,Salesforce
10494422,,Paul Thibodeaux,"Chief Compliance Officer, Managing Director, President","Bright Wealth Management, LLC",paulthibodeaux@hotmail.com,,List Import
10830679,Inactive Investor,Brent Keith,Financial Advisor;Senior Advisor,LPL Financial LLC Owasso OK 8601 N Garnett Rd,brent.keith@lpl.com,,Salesforce
76106,,Bruce Hoover,,The Huntington Investment Company,bruce.hoover@huntington.com,800-322-4600,
11044457,Inactive Investor,Shae Wiley,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
9558140,,Bernhard Haimerl,,,dorschb26@gmail.com,,List import
9614775,,Ramin Ttuatiyan,,,pars.king2010@gmail.com,,List import
10911464,Inactive Investor,Christopher Geary,,"Osaic Wealth, Inc. Richmond VA 2104 W Laburnum Ave",,,Salesforce
10848357,Inactive Investor,Jeremy Martinson,Chief Financial Officer,Bamboo Wealth Strategies,jeremy@bamboowealth.com,,Salesforce
10888373,Inactive Investor,Kenneth Cantley,Chief Compliance Officer;President,"KG Consulting Group, Inc.",,,Salesforce
10949618,Inactive Investor,Briana Gonzalez,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
10858844,Inactive Investor,John Newell,Financial Advisor,LPL Financial LLC Englewood CO 8000 E Prentice Ave,john.newell@lpl.com,,Salesforce
11104540,Inactive Investor,Travis Hyde,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11194751,Inactive Investor,Kent Teixeira,,"Ameritas Investment Company, LLC",kent.teixeira@ameritas.com,,Salesforce
10842449,Inactive Investor,Gary Wood,Chief Compliance Officer;Chief Executive Officer;Financial Planner;President,"BDC Capital Management, Inc.",,,Salesforce
11037421,Inactive Investor,Mitchell Nelson,,Cetera Advisor Networks LLC Saint Peter MN 1903 N 3rd St,,,Salesforce
11099551,Inactive Investor,Rasheem Banks,Financial Advisor,San Luis Wealth Advisors,rasheem@sanluis.com,,Salesforce
11012146,Inactive Investor,Robin Lynch,,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",robin.lynch@tfaconnect.com,,Salesforce
10646821,,Joseph Powers,,,jpowers@victoryconnect.com,,List Import
10830898,Inactive Investor,Thomas King,Financial Advisor,LPL Financial LLC Saint Joseph MI 500 Renaissance Dr,tom.king@lpl.com,,Salesforce
10849328,Inactive Investor,Parnel Victor,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 5000 Biscayne Blvd",parnel.victor@ml.com,,Salesforce
10873115,Inactive Investor,Matthew Kulpa,Partner;Principal;Wealth Advisor,"Main Street Financial Life Advisors, LLC",mkulpa@mainstreetfla.com,,Salesforce
334216,,Jeffrey Fendler,Executive Vice President,Primerica Advisors,jeffrey.fendler@primerica.com,800-544-5445,Manual List Upload
10985639,Inactive Investor,Erica Bishop,,"Allstate Financial Services, LLC Saint George UT 230 N 1680 E",ericabishop@allstate.com,,Salesforce
10947836,Inactive Investor,Ryan Bosch,Financial Professional,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",ryan.bosch@equitable.com,,Salesforce
11075691,Inactive Investor,Nicholas Garrett,,J.P. Morgan Securities LLC Weatherford TX 225 E Interstate 20,,,Salesforce
10854384,Inactive Investor,Dianne Pritchard,,Sigma Financial Corporation Eastchester NY 475 White Plains Rd,,,Salesforce
10789395,Inactive Investor,Kevin Breen,,Goldman Sachs & Co. Boston MA 125 High St,kevin.breen@gs.com,,Salesforce
10820612,Inactive Investor,George Wolfe,,"Raymond James Financial Services, Inc. Woodway TX 7503 Bosque Blvd",george.wolfe@raymondjames.com,,Salesforce
11078381,Inactive Investor,Thomas Searles,,"Grove Point Investments, LLC Gaithersburg MD 13 E Deer Park Dr",,,Salesforce
26883,,David Simon,"President, Chief Investment Officer","Twin Securities, Inc.",dsimon@twincap.com,1-212-687-6850,Manual List Upload
11150606,Inactive Investor,Ronak Parikh,,Goldman Sachs & Co.,,,Salesforce
11006865,Inactive Investor,Brandyn Smith,Financial Advisor,"Ameriprise Financial Services, LLC Salt Lake City UT 60 E South Temple",brandyn.smith@ampf.com,,Salesforce
11188582,Inactive Investor,Thomas Erffmeyer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",thomas.erffmeyer@schwab.com,,Salesforce
10604212,,John Pileggi,CEO,Strategic Innovations Advisors,john@rangeeagle.com,212-810-1477,List Import
10928146,Inactive Investor,Michael Mitch,,United Planners' Financial Services of America A Limited Partner Cape Coral FL 5362 Malibu Ct,memitch@unitedplanners.com,,Salesforce
9618068,,Peter Harwin,,,pharwin@fairmountfunds.com,,List import
9586136,,Cynthia List,,,clist@clearbridge.com,,List import
10921158,Inactive Investor,James Bass,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Denver CO 1455 16th St,james.bass@jpmorgan.com,,Salesforce
10856014,Inactive Investor,Mark Meyer,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Columbia TN 816 S Garden St",mark.meyer@ampf.com,,Salesforce
11014685,Inactive Investor,Joshua Warner,,J.P. Morgan Securities LLC Marion OH 1553 Marion Mount Gilead Rd,joshua.warner@jpmorgan.com,,Salesforce
11174407,Inactive Investor,Nicole Shelton,,Vanguard Marketing Corporation,nicole_shelton@vanguard.com,,Salesforce
11234757,Inactive Investor,James Werner,Partner;Wealth Advisor,"Waverly Advisors, LLC Austin TX 8834 N Capital of Texas Hwy",james.werner@waverly-advisors.com,,Salesforce
9623456,,Dennis Ellis,,,denny.ellis17@gmail.com,,List import
10986634,Inactive Investor,Taylor Peters,Associate Planner,"Legacy Care Wealth, LLC",taylor@legacycarewealth.com,,Salesforce
9587648,,Vishal Bhutani,"Chief Investment Officer, Limited Partner","Saltoro Capital, Lp",vbhutani@pyrrhocapital.com,,List import
11253967,Inactive Investor,Chetan Kaushal,,J.P. Morgan Securities LLC Pleasantville NY 35 Washington Ave,,,Salesforce
11062894,Inactive Investor,Jim Baadshaug,,USA Financial Securities LLC Rockaway NJ Private Residence,,,Salesforce
10870042,Inactive Investor,Cory Cha,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Glen Allen VA 11108 W Broad St",cory.cha@schwab.com,,Salesforce
10992233,Inactive Investor,Humberto Ramirez,,PFS Investments Inc. Miami FL 7955 NW 12th St,humberto.ramirez@primerica.com,,Salesforce
10696308,,Guillermo Broukaert,,Insigneo,guillermo.broukaert@insigneo.com,,List import
11235703,Inactive Investor,Shennelleh Kaine,Founder;Owner;President,Kaine Capital LLC,,,Salesforce
342971,,Trevor Matlakala,Finance Manager,Imara Asset Management Limited,trevor.matlakala@imara.com, -31493,Manual List Upload
11044929,Inactive Investor,Veronica Steck,Investment Advisor Representative,ADK Wealth Advisory Group Chesterfield MO 14500 S Outer 40 Rd,,,Salesforce
10973720,Inactive Investor,Mark Magee,,Cetera Advisor Networks LLC New Kensington PA 124 Frederick Dr,mageem@ceteranetworks.com,,Salesforce
10913490,Inactive Investor,Kenneth Carlson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10959522,Inactive Investor,Irene Fong,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11139377,Inactive Investor,Matthew Matuza,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",matthew_matuza@ml.com,,Salesforce
11067726,Inactive Investor,Gregory Meyer,,State Farm VP Management Corp. Round Rock TX 600 Round Rock West Dr,,,Salesforce
217249,,Helen C,,[[Unknown]],inventeve@yahoo.com,,News & Research
10852343,Inactive Investor,Kirk Haefner,Investment Advisor Representative,"Osaic Wealth, Inc. Cedar Rapids IA 4840 N River Blvd NE",,,Salesforce
9544439,,Chris Johnson,,,johnson.chris.l@principal.com,,List import
11115902,Inactive Investor,Tyson Long,,"MML Investors Services, LLC Atlanta GA 1055 Howell Mill Rd NW",,,Salesforce
11025785,Inactive Investor,Todd Jackson,,State Farm VP Management Corp. Anchorage AK 1330 Huffman Rd,,,Salesforce
10821583,Inactive Investor,Don Childress,Founder;Managing Member;Regulatory Contact,"Childress Capital Advisors, LLC",don.childress@childressca.com,,Salesforce
10767312,Inactive Investor,Timothy Molnar,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",tim.molnar@nm.com,,Salesforce
9624467,,Colin Day,,,colin@correctcap.com,,List import
10788125,Inactive Investor,Charles Lam,,Citigroup Global Markets Inc.,charles.lam@citigroup.com,,Salesforce
10644758,,Elizabeth Weddington,,,elizabeth.y.weddington@jpmorgan.com,,List Import
10936225,Inactive Investor,Gordon Weber,,"Osaic Wealth, Inc. Buffalo MN 201 5th St NE",,,Salesforce
10945059,Inactive Investor,Timothy Falleri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 4647 E Shea Blvd",,,Salesforce
10982206,Inactive Investor,Caroll Segnini,,J.P. Morgan Securities LLC Winter Haven FL 6105 Cypress Gardens Blvd,caroll.b.segnini@chase.com,,Salesforce
10765997,Inactive Investor,Todd Richman,Financial Advisor;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,todd.richman@morganstanleypwm.com,,Salesforce
235551,, -,,[[Unknown]],richardnewman@usa.com,,Organic Search
11082528,Inactive Investor,Nishiow Yeh,,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",nishiow.yeh@prudential.com,,Salesforce
10796273,Inactive Investor,Stephen McDonald,Financial Advisor,Edward Jones Natchez MS 526 Franklin St,tommy.mcdonald@edwardjones.com,,Salesforce
10869365,Inactive Investor,Michael Meyers,Financial Advisor;Vice President,"RBC Capital Markets, LLC Jericho NY 1 Jericho Plz",michael.meyers@rbc.com,,Salesforce
10756745,Inactive Investor,Emily Wheatley,Client Associate;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",emily.wheatley@ml.com,,Salesforce
11054600,Inactive Investor,Chester Koehler,,"Ameritas Investment Company, LLC Las Vegas NV 9960 W Cheyenne Ave",chester.koehler@ameritas.com,,Salesforce
11131212,Inactive Investor,Princess Gertrude Baylosis Quianzon,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",princess.baylosis@tfaconnect.com,,Salesforce
9603576,,Brian Taggart,,,btaggart88@hotmail.com,,List import
9553071,,LUIS GINESTAR BULLÓN,,,luisginestar@gmail.com,,List import
9603544,,Martin Blackman,,,blackman@usta.com,,List import
11043498,Inactive Investor,Anna Stoica,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3057 Akers Mill Rd SE",anna.stoica@ml.com,,Salesforce
216686,,Kirk Venderlic,,[Unknown],kvenderlic@gmail.com,,Event
10947105,Inactive Investor,Amanda Johnson,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,amanda.johnson@fidelity.com,,Salesforce
10968693,Inactive Investor,Simran Dhaliwal,,"Raymond James Financial Services, Inc. Raleigh NC 3515 Glenwood Ave",simran.dhaliwal@raymondjames.com,,Salesforce
11147593,Inactive Investor,Keith Golden,,Mutual Trust Company of America Securities,kgolden@mutualtrustco.com,,Salesforce
10803805,Inactive Investor,Paul Greeke,,"Osaic Wealth, Inc. North Andover MA 820 Turnpike St",,,Salesforce
10912485,Inactive Investor,Donavin Bean,,PFS Investments Inc. Houston TX 8300 Cypress Creek Pkwy,donavin.bean@primerica.com,,Salesforce
11210130,Inactive Investor,Jason Durnan,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",jason.durnan@ml.com,,Salesforce
10759146,Inactive Investor,Sherah Yoder,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",sherah_yoder@ml.com,,Salesforce
9584666,,Kurt Koke,,,kurt.koke@prosperafinancial.com,,List import
111874,,Lisa Harris Millhauser,Vice President,"Eureka Growth Capital Management, L.P.",lmillhauser@eurekagrowth.com,1-267-238-2450,Database Upload
10840691,Inactive Investor,Patricia Mapel,,"Cambridge Investment Research, Inc. Tulsa OK 2100 S Utica Ave",,,Salesforce
169080,,Nicholas Hawkins,,[Unknown],nicholashawkins.r@gmail.com,,
11174558,Inactive Investor,Winifred Brinker,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Dublin OH 6634 Riverside Dr",wendy.brinker@schwab.com,,Salesforce
10696144,,Samuel Madaris,,MIG - IFP,sam.madaris@myifpadvisor.com,,List Import
11175461,Inactive Investor,Deborah Rolland,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Bossier City LA 2005 Benton Rd",deborah.rolland@ampf.com,,Salesforce
10583203,,Paris Widodo,,,widodoparis63@gmail.com,,Web Form Fillout
9638295,,Emily Leventhal,,,emily@ebbetsfield.com,,List import
9616662,,Flynn neo,,,571803965@qq.com,,List import
9562909,,David Bickler,,,dbickler@financialguide.com,,List import
348527,,Michael Barnes,Principal,"Corvid Peak Capital Management, Llc",mbarnes@tricadiacapital.com,212-887-4400,Manual List Upload
10619802,,Joshua Goldberg,,,jgoldberg@rockco.com,,List Import
11233385,Inactive Investor,Shaina Cruz,,"Northwestern Mutual Investment Services, LLC Orlando FL 7380 W Sand Lake Rd",shaina.cruz@nm.com,,Salesforce
11100068,Inactive Investor,Scott Battle,Financial Advisor,"Osaic Wealth, Inc. Bloomfield NY Private Residence",,,Salesforce
10782372,Inactive Investor,Ryan Mulderig,,Goldman Sachs & Co. Canonsburg PA 555 Southpointe Blvd,,,Salesforce
477,,,,,sillysam68@hanmail.net,,
9633148,,Jarrad Washington,,,jarraddenzel@gmail.com,,List import
333654,,Jo Grasso,"Vice President, Investment Advisor Representative",Cookson Peirce Wealth Management,jg@cooksonpeirce.com,412-471-5320,Manual List Upload
10951557,Inactive Investor,Deanna Carroll,Chief Financial Officer,"Carrington Advisors, LLC",,,Salesforce
10925951,Inactive Investor,Kate King,,"Centaurus Financial, Inc. Irvine CA 530 Technology Dr",,,Salesforce
10900468,Inactive Investor,Anthony Weringer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anthony_weringer@vanguard.com,,Salesforce
9557168,,Demond Hunt Doby,,,shybaby321989@gmail.com,,List import
11044144,Inactive Investor,Elizabeth McCarty,Paraplanner,"Ameriprise Financial Services, LLC Minneapolis MN 3600 Minnesota Dr",elizabeth.mccarty@ampf.com,,Salesforce
9589411,,Scott Palumbo,,,spalumbo@haidarcapital.com,,List import
11035690,Inactive Investor,Jordan Gagliola,,"Grove Point Investments, LLC Ansonia CT 226 Beaver St",,,Salesforce
10898638,Inactive Investor,Clayton Dobson,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,clayton.dobson@fmr.com,,Salesforce
9645814,,Mark Deriemer,,,deriemer@gmail.com,,List import
10759588,Inactive Investor,Michael Marcovici,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael_r_marcovici@ml.com,,Salesforce
11077116,Inactive Investor,David Macdonald,Investment Advisor Representative,"MML Investors Services, LLC Middletown RI 575 E Main Rd",,,Salesforce
10928308,Inactive Investor,Devon Anderson,Division Leader,PFS Investments Inc. Elmsford NY 570 Taxter Rd,devon.anderson@primerica.com,,Salesforce
11051562,Inactive Investor,Derrick Allen,Partner,"The Mosaic Financial Group, LLC",dallen@themosaicgroupllc.com,,Salesforce
11111155,Inactive Investor,David Perkins,Chief Investment Officer;President,"Pharos Capital Management, LLC",dave@pharoscapital.net,,Salesforce
10899265,Inactive Investor,Jared Osborne,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Atlanta GA 6 Concourse Pkwy",jared.osborne@tiaa.org,,Salesforce
217324,,Ray Henry,,[Unknown],eray146@hotmail.com,,
9547528,,Martin De La O Sr,,,martindelaosr@gmail.com,,List import
11090720,Inactive Investor,William Horner,,"Cambridge Investment Research, Inc. Roxboro NC 315 Semora Rd",,,Salesforce
11079306,Inactive Investor,Emily Calvert,Associate Financial Advisor,"Ameriprise Financial Services, LLC Johnston IA 5435 NW 100th St",emily.mickelson@ampf.com,,Salesforce
9553624,,Harry Zlotter,,,ctgskywalker@gmail.com,,List import
10842739,Inactive Investor,Glen Sundberg,,LPL Financial LLC Brainerd MN 601 NW 5th St,glen.sundberg@lpl.com,,Salesforce
239207,,Srinivasa Yalavarthy,,[Unknown],yalavarthy@gmail.com,,source
11017963,Inactive Investor,Alexander Tabor,,Santander Securities LLC New York NY 250 Lexington Ave,alexander.tabor@santander.us,,Salesforce
9544914,,Timothy Trinh,,,timtrinh497@comcast.net,,List import
11080871,Inactive Investor,Trevor Ikwild,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",trevor.o.ikwild@ml.com,,Salesforce
11126326,Inactive Investor,Angela Lopez,,J.P. Morgan Securities LLC Carmel CA 26378 Carmel Rancho Ln,angela.lopez@chase.com,,Salesforce
11110615,Inactive Investor,Zachary Bailey,Financial Advisor,"WesBanco Securities, Inc. Newport KY 103 Churchill Dr",,,Salesforce
1001920,Inactive Investor,Bill Marvel,Managing Partner & Portfolio Manager,Baldwin Brothers,bmarvel@baldwin-llc.com, +1 508 748 0800,
11069550,Inactive Investor,Brett Bubalo,Financial Advisor,Edward Jones Pendleton IN 116 S Pendleton Ave,brett.bubalo@edwardjones.com,,Salesforce
7649713,,aidin aidin,,,moderntalkne@gmail.com,,Web Form Fillout
10874088,Inactive Investor,Jeremy David,Chief Compliance Officer;Managing Director;Partner,"Little House Capital, LLC",jeremy.david@littlehousecapital.com,,Salesforce
10427391,,Kemal Dewano,,,kemaldewano36@gmail.com,,Web Form Fillout
10782728,Inactive Investor,John Sacco,Financial Advisor;Senior Vice President,Morgan Stanley Rochester MI 1108 N Main St,john.sacco@morganstanley.com,,Salesforce
11169546,Inactive Investor,Ruben Mendez,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
11157263,Inactive Investor,Amy Gavlenski,Financial Advisor,"Wells Fargo Clearing Services, LLC Chattanooga TN 412 Georgia Ave",amy.gavlenski@wellsfargoadvisors.com,,Salesforce
11003762,Inactive Investor,Michael Tomscha,,PFG Advisors Salem OR 2755 Commercial St SE,,,Salesforce
9544429,,John Hakopian,,,jhakopian@ff-inc.com,,List import
9634174,,Michale Bogdan,,,mbogdan@postroadgroup.com,,List import
10659816,,Ryan Cole,,,ryan.cole@fmr.com,,List Import
11068374,Inactive Investor,Allison Adle,Retirement Planning Specialist,"Equitable Advisors, LLC Lutherville Timonium MD 1954 Greenspring Dr",allison.adle@equitable.com,,Salesforce
10758758,Inactive Investor,Kimberly Spencer,,Fidelity Brokerage Services LLC Orem UT 740 E 1200 S,kimberly.spencer@fidelity.com,,Salesforce
11046330,Inactive Investor,Jeffrey Scott,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,"Heronetta Management, L.P.",jjs@heronmgmt.com,,Salesforce
11069521,Inactive Investor,Dugan McLaughlin,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",reid.d.mclaughlin@ml.com,,Salesforce
2019911,,A nonymous,,[Unknown],shareinfo@protonmail.com,,
10868865,Inactive Investor,Clayton Brinson,Retirement Plan Specialist,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",clay.brinson@nm.com,,Salesforce
10837507,Inactive Investor,Daniel Lahaie,,"Raymond James Financial Services, Inc. North Canton OH 7300 Whipple Ave NW",daniel.lahaie@raymondjames.com,,Salesforce
194721,,Buck Harvey,,[Unknown],chad.jones@gmail.com,,source
10771843,Inactive Investor,Richard Shepherd,,Edward Jones Russellville KY 390 W 4th St,chandler.shepherd@edwardjones.com,,Salesforce
10760585,Inactive Investor,Nicola Boone,Managing Director;Private Banker,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,nicola.s.boone@jpmorgan.com,,Salesforce
9639435,,Jaidev Shukla,,,jaidev@qia.qa,,List import
11102817,Inactive Investor,Scott Maitland,,"Equity Services, Inc. Portland OR 825 NE Multnomah St",smaitland@nationallife.com,,Salesforce
10759381,Inactive Investor,Michael Uffelman,Financial Advisor,"Wells Fargo Clearing Services, LLC Carbondale IL 1401 Financial Park",mike.uffelman@wellsfargoadvisors.com,,Salesforce
11233509,Inactive Investor,Brenton Goulding,Financial Advisor,"Pruco Securities, LLC. Charlotte NC 5605 Carnegie Blvd",,,Salesforce
11020103,Inactive Investor,Thomas Coker,,"St. Bernard Financial Services, Inc.",thomas.coker@stbernardfinancial.com,,Salesforce
9598231,,Johnny Wang,,,wangjohnny721@gmail.com,,List import
9540822,,Price Karr,,,price.karr@gs.com,,List Import
9590480,,Michael Alexander,,,malexandermd@yahoo.com,,List import
10914092,Inactive Investor,Jose Carreras,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",jose.carreras@ml.com,,Salesforce
11042890,Inactive Investor,Robert Gilman,Financial Advisor,Edward Jones Richmond IN 1604 E Main St,robert.gilman@edwardjones.com,,Salesforce
10938531,Inactive Investor,Nick Scarimbolo,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",nick.scarimbolo@equitable.com,,Salesforce
10819538,Inactive Investor,Beau Skaggs,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10900412,Inactive Investor,Daniel Hart,Advisor Consultant,Neuberger Berman BD LLC,daniel.hart@nb.com,,Salesforce
11051796,Inactive Investor,Eric Gilbert,,"Raymond James & Associates, Inc. Lafayette IN Private Residence",eric.gilbert@raymondjames.com,,Salesforce
11038291,Inactive Investor,Christopher Moss,,Commonwealth Financial Network Lufkin TX 1101 S Chestnut St,cmoss@commonwealth.com,,Salesforce
10833316,Inactive Investor,Penelope Rogers,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",penelope.l.rogers@ml.com,,Salesforce
10857024,Inactive Investor,Douglas Camp,,"Cambridge Investment Research, Inc. Galena MD 13955 Tockwogh Ln",,,Salesforce
349960,,Britain Pierce,Financial Advisor,"SunTrust Advisory Services, Inc.",britain.pierce@suntrust.com,470-219-7434,
11007346,Inactive Investor,Eric Eisenhard,Financial Advisor,XO Wealth Management Addison TX 15455 Dallas Pkwy,eric@xowealth.com,,Salesforce
5477155,,José Antonio De La Torre Guevara,,,alphajsoncrypto@gmail.com,,Web Form Fillout
10618389,,David Koronkiewicz,,,david.koronkiewicz@ml.com,,List Import
11111678,Inactive Investor,Usman Khan,,Goldman Sachs & Co.,,,Salesforce
236710,, -,,[[Unknown]],michaelj6475@att.net,,
10887020,Inactive Investor,Kerry Pavek,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",kerry.pavek@usbank.com,,Salesforce
10889277,Inactive Investor,Michael Armstrong,,"Ameritas Investment Company, LLC Burnsville MN Private Residence",marmstrong@ameritas.com,,Salesforce
10809902,Inactive Investor,Alan Vassar,Financial Advisor,"Ameriprise Financial Services, LLC Lutherville Timonium MD 9515 Deereco Rd",alan.m.vassar@ampf.com,,Salesforce
11022252,Inactive Investor,Malerie Bloomquist,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",malerie.bloomquist@ml.com,,Salesforce
9604789,,Kumar Ujjwal,,,kumarujjwal@outlook.com,,List import
9633687,,Jephte Estiverne,,,jephte85@gmail.com,,List import
10612475,,Christina McCaughey,Financial Advisor,,christina.mccaughey@ampf.com,,List Import
10762360,Inactive Investor,Stephen McKinley,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",steve.mckinley@ml.com,,Salesforce
10965745,Inactive Investor,Stephen Lajala,Owner,Lajala & Associates,,,Salesforce
9569929,,Brian Grow,,,bgrow@vikingglobal.com,,List import
9565543,,Ed Castro,,,edwin.castro@citi.com,,List import
9564523,,Richard Lalane,,,rlalane2@gmail.com,,List import
10929014,Inactive Investor,Antonio Aguilar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,antonio_aguilar@vanguard.com,,Salesforce
213621,,Sue Xu Zhang,CEO,Aurora Investment Group LLC,suezhanghk@yahoo.com,,
10928174,Inactive Investor,William Haas,Owner;President,Haas Capital Management LLC,rob@haasfunds.com,,Salesforce
11040195,Inactive Investor,Hunter Lord,Investment Advisor Representative;Regulatory Contact,"Essential Planning, LLC",hunter@essential-planning.com,,Salesforce
10946644,Inactive Investor,Brandan Teague,Investment Advisor,"PSI Advisors, LLC",brandan@psiadvisor.com,,Salesforce
10759101,Inactive Investor,Jon King,Portfolio Management Associate;Portfolio Manager;Vice President,Morgan Stanley San Francisco CA 101 California St,jon.king@morganstanley.com,,Salesforce
6384252,,YUT DARSA,,,mapeno6490@ibansko.com,,Web Form Fillout
10795054,Inactive Investor,Peggy Farley,Chief Executive Officer;Co-Chairman;Owner;President,"Ascent Capital Management, Inc.",peggyfarley@ascent-investment.com,,Salesforce
11000936,Inactive Investor,Ronald St Clair,,PFS Investments Inc. Inglewood CA 8901 S la Cienega Blvd,rst-clair@primerica.com,,Salesforce
9631997,,Duy Dong Pham,,,phamduydong179@gmail.com,,List import
227652,, -,,[[Unknown]],gilceliobds@hotmail.com,,Content
11077589,Inactive Investor,Martin Hsu,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",martin_hsu@ml.com,,Salesforce
118308,,Maria Grieco,Financial Representative,"Principal Securities, Inc.",grieco.maria@principal.com,713-706-4411,
10960822,Inactive Investor,Andrew Cline,,"Allstate Financial Services, LLC Post Falls ID 1208 N Idaho St",andrewcline@allstate.com,,Salesforce
11041920,Inactive Investor,James Taylor,,Stephens,,,Salesforce
10776067,Inactive Investor,Gayl Hynek,Financial Advisor,LPL Financial LLC San Jose CA 333 W Santa Clara St,gayl.hynek@lpl.com,,Salesforce
10611868,,Jeffrey Gaggin,"Director - Alternative Investments, Financial Advisor, Portfolio Manager",,jeff.gaggin@morganstanley.com,,List Import
11152676,Inactive Investor,Kevin Krul,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",kevin.krul@rbc.com,,Salesforce
9575456,,Tiffany Cao Sidoti,,,tiffany.cao@voyafa.com,,List import
9568326,,David Powell,,,dpowell@brownadvisory.com,,List import
10969054,Inactive Investor,Guo Qiang Chen,,J.P. Morgan Securities LLC New York NY 221 Canal St,guo.q.chen@chase.com,,Salesforce
10841678,Inactive Investor,James Stephan,Investment Advisor,Wedbush Securities Inc. La Jolla CA 1200 Prospect St,james.stephan@wedbush.com,,Salesforce
11254270,Inactive Investor,Austin Fitzpatrick,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Benicia CA 70 Solano Sq",,,Salesforce
11030151,Inactive Investor,Angela Mizell,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11044584,Inactive Investor,Jeremy Wright,,J.P. Morgan Securities LLC Saratoga Springs UT 1412 N Exchange Dr,jeremy.wright@jpmorgan.com,,Salesforce
11222986,,John Radle,,,john.radle@campbell.com,,List Import
11195740,Inactive Investor,Hugh Manoli,,LPL Financial LLC Ithaca NY 114 N Tioga St,hugh.manoli@lpl.com,,Salesforce
11023021,Inactive Investor,Mathias Picot,Investment Consultant,"Charles Schwab & Co., Inc. San Francisco CA 106 W Portal Ave",,,Salesforce
11162381,Inactive Investor,Sengan Wang,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",sengan.wang@prudential.com,,Salesforce
10948063,Inactive Investor,Kevin Malone,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Malone Wealth Ventures LLC,kevin@malonewealth.com,,Salesforce
10854788,Inactive Investor,Nicholas Fazzie,Director,"Hirtle, Callaghan & Co., LLC",nfazzie@hirtlecallaghan.com,,Salesforce
9602302,,Geoffrey Graulich,,,ggraulich69@outlook.com,,List import
11170833,Inactive Investor,Gregory Williams,Wealth Strategist,Commonwealth Financial Network Cape Girardeau MO 1021 Kings Way Dr,,,Salesforce
11138050,Inactive Investor,Robert Morris,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",robert.m.morris@ml.com,,Salesforce
10896556,Inactive Investor,Nathan Wyatt,Financial Advisor,LPL Financial LLC Gothenburg NE 900 Lake Ave,nathan.wyatt@lpl.com,,Salesforce
350896,,Brendan Kelley,Senior Associate,Leeds Equity Partners,brendan.kelley@leedsequity.com,212-835-2000,Manual List Upload
10946099,Inactive Investor,Robert Mack,,Edward Jones Ocala FL 4701 SW College Rd,,,Salesforce
11163864,Inactive Investor,Jonathan Ranieri,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 510 W Main St",jonathan.ranieri@ml.com,,Salesforce
10932322,Inactive Investor,Chad Lefebvre,Chief Compliance Officer;Chief Executive;Chief Executive Officer;Investment Advisor,"Ironwood Investment Advisers, LLC",,,Salesforce
10942734,Inactive Investor,Laura Gurgel,Client Advisor Associate,UBS Financial Services Inc. Miami FL 100 SE 2nd St,laura.gurgel@ubs.com,,Salesforce
10800015,Inactive Investor,Andrew Cutler,Financial Advisor;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,andrew.cutler@morganstanley.com,,Salesforce
10862709,Inactive Investor,Julie Reyes,Chief Compliance Officer;Chief Financial Officer;President,Reyes Financial Architecture Inc.,,,Salesforce
343777,,Vince Palumbos,Financial Adviser,Novem Group,vpalumbos@novemgroup.com,585-348-9525,Manual List Upload
11116530,Inactive Investor,Andrew Gordy,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 5501 Carolina Beach Rd",andrew.gordy@wellsfargo.com,,Salesforce
10753041,Inactive Investor,Thierry Sommer,,"Next Financial Group, Inc. Knoxville TN 9724 Kingston Pike",,,Salesforce
11112583,Inactive Investor,Kyle Kendall,Financial Advisor,UBS Financial Services Inc. Muskegon MI 945 W Norton Ave,,,Salesforce
10619637,,Sunica Edelstein,,,tedelstein@oceanendowment.com,,List Import
9621795,,Pramod Kumar,,,pramod8799716224kumar@gmail.com,,List import
10997579,Inactive Investor,Justin Bijari,,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,,,Salesforce
9544073,,X Y,,,s@hotmail.com,,List import
11177020,Inactive Investor,Joseph Vetrano,Financial Representative,"Principal Securities, Inc. Tucson AZ 7498 N la Cholla Blvd",vetrano.joe@principal.com,,Salesforce
10888971,Inactive Investor,A Stevens,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",geoff.stevens@nm.com,,Salesforce
11211880,Inactive Investor,Philip Cocce,Client Service Associate,"Ameriprise Financial Services, LLC Bethesda MD 7500 Old Georgetown Rd",philip.cocce@ampf.com,,Salesforce
11025901,Inactive Investor,Kyong Hwa Koch,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",kay.koch@ml.com,,Salesforce
11004252,Inactive Investor,Russell Reynolds,,"Northwestern Mutual Investment Services, LLC Opelika AL 2680 Corporate Park Dr",russell.reynolds@nm.com,,Salesforce
58417,,Michele Delco,"Sole Shareholder, President, And Chief Compliance Officer",Hachiko Financial Usa Corp.,md@hachikogroup.com,304-400-8527,Manual List Upload
11125209,Inactive Investor,Samuel Forrest,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,,,Salesforce
10615029,,David Christensen,"Family Wealth Director, Financial Advisor, Senior Vice President - Wealth Management",,dave.christensen@morganstanley.com,,List Import
10852486,Inactive Investor,Lourdes Lopinto,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,,,Salesforce
10899277,Inactive Investor,Ronald Hutton,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Roseburg OR 2080 NW Stewart Pkwy",scott.hutton@usbank.com,,Salesforce
11081042,Inactive Investor,Kristin Kochanski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",kristin.kochanski@ml.com,,Salesforce
345626,,Alex Rasmussen,Investment Consultant,"Websterrogers Financial Advisors, Llc",arasmussen@wrfasc.com,843-665-6321,Manual List Upload
96723,,Line Tousignant,,self,linetou@gmail.com,(917) 655-0723,Paid Search
9588102,,Bruce Landis,,,bruce@providenceadvisors.com,,List import
9466715,,Rob Keller,,Oaks Drive LLC,robkeller1@gmail.com,,List Import
11051262,Inactive Investor,Zachary Armentrout,,"Allegheny Investments, Ltd.",zarmentrout@alleghenyfinancial.com,,Salesforce
11096164,Inactive Investor,Dawn Babb,,Country Capital Management Company Rantoul IL 131 E Sangamon Ave,dawn.babb@countryfinancial.com,,Salesforce
9628696,,Maxim Samardzija,,,samardzija80@gmail.com,,List import
11097398,Inactive Investor,Susanne Nelson,,LPL Financial LLC Waltham MA 51 Sawyer Rd,susanne.nelson@lpl.com,,Salesforce
11042643,Inactive Investor,Brandon Strong,,"Equitable Advisors, LLC Columbus OH 400 W Wilson Bridge Rd",brandon.strong@equitable.com,,Salesforce
11139047,Inactive Investor,Daniel Walsh,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,daniel.walsh@jpmorgan.com,,Salesforce
11231492,Inactive Investor,Rachel Mccluskey,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",,,Salesforce
10813455,Inactive Investor,Timothy Halchuck,,"NewEdge Securities, Inc. Youngstown OH 100 Terra Bella Dr",,,Salesforce
10929266,Inactive Investor,Andy Lam,Vice President,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,alam@rockco.com,,Salesforce
11149939,Inactive Investor,Mason Hardy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11137268,Inactive Investor,Thomas Malkasian,Financial Professional,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",thomas.malkasian@prudential.com,,Salesforce
10917925,Inactive Investor,Jose Lopera-Guevara,,"Truist Investment Services, Inc. Miami FL 1190 SW 67th Ave",jlopera@truist.com,,Salesforce
9551797,,Tim Welsh,,,tim@nexus-strategy.com,,List import
11169003,Inactive Investor,Rane Robinson,Senior Relationship Manager,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,rane.robinson@morganstanley.com,,Salesforce
9607386,,asldfkj aslkjfd,,,sjdflk@gmail.com,,List import
348905,,David Kassouf,Member,"Kassouf Wealth Advisors, Llc",dkassouf@kassouf.com,205-776-0100,Manual List Upload
9591837,,Gabe Carr-Harris,,,gabecarrharris@gmail.com,,List import
11152033,Inactive Investor,William May,Associate Vice President;Financial Advisor;Senior Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,bill.may@morganstanley.com,,Salesforce
10987162,Inactive Investor,Christopher Morin,,"Northwestern Mutual Investment Services, LLC Providence RI 275 Promenade St",christopher.morin@nm.com,,Salesforce
10979697,Inactive Investor,James Poling,Financial Advisor,"Advisory Alpha, LLC Perrysburg OH 770 Commerce Dr",,,Salesforce
10758043,Inactive Investor,Gloria Barajas,Client Service Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,,,Salesforce
9611617,,Elliott Dixon,,,ecdixon75@gmail.com,,List import
11104724,Inactive Investor,Jennifer Weinstein,,"Pruco Securities, LLC. Buffalo NY 10 John James Audubon Pkwy",jennifer.weinstein@prudential.com,,Salesforce
10823026,Inactive Investor,Marco Comichista,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",,,Salesforce
10835279,Inactive Investor,John Savoie,Wealth Advisor,LPL Financial LLC Waconia MN 53 W Main St,john.savoie@lpl.com,,Salesforce
345719,,Dan Leahy,Senior Wealth Advisor,"Journey Advisory Group, Llc",dan@pfgadvisor.com,859-888-0356,Manual List Upload
11194929,Inactive Investor,Jason Grifo,,"Farmers Financial Solutions, LLC Scottsdale AZ 10405 E McDowell Mountain Ranch Rd",,,Salesforce
9576994,,Vanessa McElwrath,,,vmcelwrath@mlrpc.com,,List Import
11130087,Inactive Investor,Julie Pulda,Impact Analyst;Investment Manager,Ballentine Partners,jpulda@ballentinepartners.com,,Salesforce
9636972,,Toby Maude,,,tmaude@lgminvestments.com,,List import
10840060,Inactive Investor,Lawrence Huber,Financial Representative,PFS Investments Inc. Findlay OH 1318 N Main St,lawrence.huber@primerica.com,,Salesforce
9646681,,perry gourley,,,perrygourley@hotmail.com,,List import
9612884,,Paul Zahorchak,,,paul.zahorchak@lpl.com,,List import
11120310,Inactive Investor,Matthew Fahmy,,J.P. Morgan Securities LLC New York NY 109 Delancey St,matthew.fahmy@jpmorgan.com,,Salesforce
11158496,Inactive Investor,Peter Kohn,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",peter.kohn@tiaa.org,,Salesforce
240526,,Dans Thomas,,[Unknown],dans@amberwavepartners.com,,Event
11084194,Inactive Investor,Patricia McNamara,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",patricia.mcnamara@wellsfargoadvisors.com,,Salesforce
10924681,Inactive Investor,Jonathan Biddy,Financial Advisor,Edward Jones Texarkana TX 5011 W Park Blvd,jonathan.biddy@edwardjones.com,,Salesforce
11188916,Inactive Investor,Thomas Detrick,Financial Advisor,Edward Jones Appomattox VA 201 Main St,tom.detrick@edwardjones.com,,Salesforce
1001534,Inactive Investor,Michael Terpin,,Transform Group,michael@transformgroup.com,,
11222186,,Deborah Maret,,,debbie.maret@rubinbrown.com,,List import
11000470,Inactive Investor,Mark McIntyre,,PFS Investments Inc. Temple TX 1506 Paseo del Plata,mark.mcintyre@primerica.com,,Salesforce
11084806,Inactive Investor,Michael Parmiter,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,michael.parmiter@morganstanley.com,,Salesforce
143816,,Gordon Nelson,Investment Adviser Representative,Keystone Wealth Advisors,gordon@keystone-wealth.com,435-713-4220,Manual List Upload
10836993,Inactive Investor,John McAbee,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",john.mcabee@ml.com,,Salesforce
11056213,Inactive Investor,Samuel Van Wettering,,"Ameriprise Financial Services, LLC Le Mars IA 129 Central Ave SW",,,Salesforce
9640743,,afio tojfa,,,tojfa@seznam.cz,,List import
9594805,,Thomas Olchon,,,thomas.olchon@evercore.com,,List import
9579998,,Michael Lipman,,,mlipman@gmail.com,,List import
11177691,Inactive Investor,Dominick Granati,,Morgan Stanley New York NY 55 E 52nd St,dominick.granati@morganstanley.com,,Salesforce
10612596,,Mitchell Rock,Financial Advisor,,mitchell.rock@ampf.com,,List Import
10961076,Inactive Investor,Conor Stanton,Investment Advisor,Fisher Investments,,,Salesforce
9586433,,Dao Trung Duc,,,daotrungduc83@gmail.com,,List import
11157261,Inactive Investor,Christian Conelly,,"Wells Fargo Clearing Services, LLC Boca Raton FL 22893 Sandalfoot Plaza Dr",,,Salesforce
10879565,Inactive Investor,Bradley Recknagel,Investment Executive,"Fifth Third Securities, Inc. Muskegon MI 621 Dykstra Rd",bradley.recknagel@53.com,,Salesforce
333982,,Fausto Rotundo,"Chief Financial Officer, Chief Operating Officer, Member - Board of Managers, Partner",Edgewood Management LLC,frotundo@edgewood.com,212-652-9100,Manual List Upload
10794669,Inactive Investor,Michael Mchenry,Chief Compliance Officer;Founder;President,"McHenry Capital, L.L.C. Austin TX 2001 Faro Dr",carleton@mchenrycapital.com,,Salesforce
10920237,Inactive Investor,Bashara Haddad,,"Calton & Associates, Inc. Duluth MN 515 E 4th St",bhaddad@calton.com,,Salesforce
11009956,Inactive Investor,Gregory Hyland,,"VALIC Financial Advisors, Inc.",greg.hyland@valic.com,,Salesforce
10974943,Inactive Investor,James Curenton,Financial Consultant,"CUSO Financial Services, L.P. Dearborn MI 400 Town Center Dr",,,Salesforce
11168089,Inactive Investor,Craig Dunton,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,craig.dunton@ubs.com,,Salesforce
11087177,Inactive Investor,Emily Menefee,Financial Advisor,Edward Jones Paola KS 607 Baptiste Dr,emily.starr@edwardjones.com,,Salesforce
9568332,,Marshall Custer,,,marshallcuster@gmail.com,,List import
11201487,Inactive Investor,Aaron Scissors,Financial Advisor;Financial Planning Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,aaron.scissors@morganstanley.com,,Salesforce
10792392,Inactive Investor,Ronald Hernesko,Investment Associate;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",,,Salesforce
10934044,Inactive Investor,Frances Hara,Private Client Investment Associate,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,frances.hara@jpmorgan.com,,Salesforce
9588900,,Marc Schorno,,,bueckerjungmeister@gmail.com,,List import
9633067,,william selig,,,williamlselig@gmail.com,,List import
10809104,Inactive Investor,Cassidy Degraff,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",cassidy.degraff@ml.com,,Salesforce
11108302,Inactive Investor,Paul Maslowski,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",paul.maslowski@nm.com,,Salesforce
11004773,Inactive Investor,Nicholas Plavchak,Financial Advisor,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",nicholas.plavchak@equitable.com,,Salesforce
11212356,Inactive Investor,Michael Derby,Private Client Advisor,J.P. Morgan Securities LLC Fairfield CT 2272 Black Rock Tpke,michael.derby@jpmorgan.com,,Salesforce
9609477,,Renee Chow,,,thegothamista@gmail.com,,List import
1005214,Inactive Investor,Amit Nema,,DAIX,anema10@daix.io,,3rd Party Lead Gen
10924814,Inactive Investor,Michael Tangen,,Lombard Securities Incorporated Blue Grass IA Private Residence,mtangen@golombard.com,,Salesforce
9638646,,Isaac Nagiel,,,inagiel@eastendadvisors.com,,List import
11173240,Inactive Investor,Joyce Barden,Financial Advisor,Edward Jones Phoenix AZ 11209 N Tatum Blvd,joyce.barden@edwardjones.com,,Salesforce
11106850,Inactive Investor,Hogan Marshall,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oak Brook IL 500 W 22nd St",,,Salesforce
10774660,Inactive Investor,Audra Fahrion,Financial Advisor,Edward Jones Cortez CO 17 N Chestnut St,audra.fahrion@edwardjones.com,,Salesforce
9949956,,Steven Erickson,,,sereric12@gmail.com,,Web Form Fillout
9588244,,Alan Nygren,,,alan.nygren@fmr.com,,List import
11087409,Inactive Investor,Noel Martin,Financial Advisor,LPL Financial LLC Virginia Beach VA 222 Mustang Trl,noel.o.martin@lpl.com,,Salesforce
9554325,,Robert Mummey,,,rmummey@royalaa.com,,List import
11006362,Inactive Investor,Bridget Nobiletti,,"Prudential Annuities Distributors, Inc",bridget.nobiletti@prudential.com,,Salesforce
10992979,Inactive Investor,Jason Graham,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
9127759,,Jordan Freed,,,jordan.freed@pointstate.com,,List Import
10834526,Inactive Investor,John Frith,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
11099087,Inactive Investor,Danny Buesing,,"Wells Fargo Clearing Services, LLC Chalfont PA 4275 County Line Rd",,,Salesforce
11062425,Inactive Investor,Gary Reich,Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,gary.reich@ubs.com,,Salesforce
11058599,Inactive Investor,Odalys Visbal,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,odalys.d.perez@jpmorgan.com,,Salesforce
10791691,Inactive Investor,Mauricio Schwartzman,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,mauricio.schwartzman@gs.com,,Salesforce
11197419,Inactive Investor,William Soltesz,,"Superior Financial Services, Inc. Tucson AZ Private Residence",williamsoltesz@superiorfinancial.biz,,Salesforce
7714994,,Bowen Franky,,,malmukurki@gufum.com,,Web Form Fillout
370718,,Vitalie Popa,,Moldova,vitgold0209@gmail.com,,Salesforce
10822012,Inactive Investor,Carryn McLaughlin,Executive Director;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,carryn.mclaughlin@morganstanleypwm.com,,Salesforce
10903707,Inactive Investor,Mark Richmond,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",mark.richmond@ampf.com,,Salesforce
9554211,,Taemin Choi,,,ffood16@naver.com,,List import
10825019,Inactive Investor,Karlton Derrick,,Cetera Advisor Networks LLC New York NY Private Residence,,,Salesforce
11145151,Inactive Investor,Riva Margolis,,Evercore Group L.L.C.,riva.margolis@evercore.com,,Salesforce
11098652,Inactive Investor,Paul Butler,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,paul.butler@ubs.com,,Salesforce
11189732,Inactive Investor,Michael Halpin,,"Allstate Financial Services, LLC",mhalpin@allstate.com,,Salesforce
373263,,dfdfd fdf,,[Unknown],fdf@gfedfd.com,,source
10770951,Inactive Investor,Michael Stahl,Financial Advisor;Managing Director,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",michael.stahl@nm.com,,Salesforce
238664,,JRCARTER@EMBARQMAIL.COM CARTER,,[Unknown],jrcarter@embarqmail.com,,Direct
11209506,Inactive Investor,Christopher Remis,Senior Associate,William Blair,cremis@williamblair.com,,Salesforce
374363,,Mendel Silber,Executive Vice President,Renaissance Technologies Llc,silber@rentec.com,1-212-829-4460,Manual List Upload
10885900,Inactive Investor,Louis Negrette,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11001007,Inactive Investor,Ethan Laine,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",ethan.laine@tfaconnect.com,,Salesforce
10963428,Inactive Investor,Sasha Stewart,Chief Compliance Officer;Chief Operations Officer,"Marmo Financial Group, LLC",sasha@marmofinancial.com,,Salesforce
11228822,Inactive Investor,William Slattery,,J.P. Morgan Securities LLC New York NY 277 Park Ave,william.slattery@jpmorgan.com,,Salesforce
9574705,,John Gruber,,,jack.gruber@lfg.com,,List import
11164362,Inactive Investor,Justin Batalla,,LPL Financial LLC,justin.batalla@lpl.com,,Salesforce
144493,,Thomas Fischer,,"Securities America Advisors, Inc.",thomas.fischer@securitiesamerica.com,502-569-2745,
9583092,,David Dwyer,,,david.dwyer@legacykc.com,,List import
11126356,Inactive Investor,Mark Primeau,Co-Founder;Managing Member;Principal,PrimeauMayer Financial,mark@primeaumayer.com,,Salesforce
10846971,Inactive Investor,Daniel Pellerin,Financial Advisor,Edward Jones Newport VT 32b Community Dr,daniel.pellerin@edwardjones.com,,Salesforce
10921183,Inactive Investor,Laurence Folsom,Financial Advisor,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",owen.folsom@nm.com,,Salesforce
10898671,Inactive Investor,Paul Cohen,,J.P. Morgan Securities LLC Commerce Township MI 2801 Union Lake Rd,paul.cohen@jpmorgan.com,,Salesforce
11040541,Inactive Investor,William Congelio,Financial Professional,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",congelio.bill@principal.com,,Salesforce
9557714,,Lance Taxer,,,ltaxer@financialguide.com,,List import
153401,,Hyeonuk Kim,,[Unknown],hyeonuk82@naver.com,,
10792556,Inactive Investor,Bart Scheffel,Managing Director - Audit and Assurance Services;Member,Glass Jacobson Wealth Advisors Owings Mills MD 10711 Red Run Blvd,,,Salesforce
10959990,Inactive Investor,Annalea Ambraziejus,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",,,Salesforce
11145546,Inactive Investor,Chi Fung Lau,,Cetera Investment Services LLC New York NY 208 Canal St,,,Salesforce
10798168,Inactive Investor,Paul Kaplan,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,paul.d.kaplan@morganstanley.com,,Salesforce
11170637,Inactive Investor,Kristen Pardun,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem OR 1255 Lee St SE",kristen.pardun@ml.com,,Salesforce
10788028,Inactive Investor,Dave Ethington,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chandler AZ 3031 W Frye Rd",dave.ethington@schwab.com,,Salesforce
10877330,Inactive Investor,Charles Rhoades,Wealth Advisor;Wealth Management Advisor,Western Wealth Management LLC,,,Salesforce
338687,,Shashank Pandey,Director,Citi,shashank.pandey@gmail.com,6598128558,Event
11016133,Inactive Investor,Roxanna Orton,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,roxanna.orton@fidelity.com,,Salesforce
10865157,Inactive Investor,Douglas Cheung,,State Farm VP Management Corp. Phoenix AZ 2600 N 44th St,,,Salesforce
11172213,Inactive Investor,Donald Pence,Chief Compliance Officer,"Tradewinds Capital Management, LLC",,,Salesforce
93,,,,,nicki9898@onet.pl,,
11147938,Inactive Investor,Kenneth Catanella,Managing Director - Wealth Management,UBS Financial Services Inc. Philadelphia PA 1735 Market St,ken.catanella@ubs.com,,Salesforce
10690705,,Garrett Ahrens,,,andrew@coastalcapitaladv.com,3377811632,Web Form Fillout
11145313,Inactive Investor,Scott Fabyan,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Boston MA 28 State St,scott.s.fabyan@morganstanley.com,,Salesforce
11062641,Inactive Investor,Jimmy Dunn,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,jimmydunn@statefarm.com,,Salesforce
11104625,Inactive Investor,Anthony Fleming,,Key Investment Services LLC Akron OH 404 E Waterloo Rd,anthony.fleming@key.com,,Salesforce
10858463,Inactive Investor,Anh Parisi,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley,anh.parisi@morganstanley.com,,Salesforce
33993,,Robert Palmer,"Senior Vice President, Wealth Management Advisor","Atlas Private Wealth Management, LLC",rpalmer@atlaspwm.com,800-432-7447,
9593618,,Aurels Purics,,,aurels@tvnet.lv,,List import
9564987,,Christopher Westfall,,,cwestfall@financialexecutives.org,,List import
11228561,Inactive Investor,Megan Rardin,,J.P. Morgan Securities LLC,,,Salesforce
9600796,,Brent Mccormick,,,bmccormick@sigmafinancial.com,,List import
9570015,,Brad Lindenbaum,,,bl@stoneforestcapital.com,,List import
10967654,Inactive Investor,Daniel Favitta,,Citigroup Global Markets Inc.,,,Salesforce
2260080,,Victor Chow,,,k.victor.chow@gmail.com,,
10839487,Inactive Investor,Elwyn Voss,Financial Professional,"MML Investors Services, LLC Redwood NY Private Residence",,,Salesforce
11178876,Inactive Investor,Bryan La Belle,,Edward Jones Kent WA 27121 174th Pl SE,bryan.labelle@edwardjones.com,,Salesforce
10952147,Inactive Investor,Leslie McKenna,Accountant;Chief Financial Officer,High Country Capital Management,les@hccm.com,,Salesforce
10494313,,Gregory Wood,"Chief Compliance Officer, Managing Director",Concorde Investment Management,gregwood@concordeco.com,,List Import
10788422,Inactive Investor,Laureen Nichols,Financial Advisor,"Wells Fargo Clearing Services, LLC Eugene OR 975 Oak St",laurie.nichols@wellsfargo.com,,Salesforce
11038325,Inactive Investor,Richard Melenciano,,Morgan Stanley La Jolla CA 1111 Prospect St,,,Salesforce
11221958,,William Trahan,,,wtrahan@wealthenhancement.com,,List Import
10871964,Inactive Investor,Matthew Carney,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",matt.carney@nm.com,,Salesforce
11188632,Inactive Investor,Jesse Conary,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Reno NV 490 California Ave",jesse.conary@wellsfargoadvisors.com,,Salesforce
10768934,Inactive Investor,Tiffany Gilbert,Principal;Senior Consultant,"Cornerstone Advisors Asset Management, LLC",tgilbert@cornerstone-companies.com,,Salesforce
10832318,Inactive Investor,Jim Larimore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jim.larimore@fidelity.com,,Salesforce
11049778,Inactive Investor,Amy Grieves,,"Osaic Institutions, Inc. Colonial Heights VA 764 E Ellerslie Ave",agrieves@infinexgroup.com,,Salesforce
10763972,Inactive Investor,Suzanne Duffy,,Goldman Sachs & Co.,suzanne.duffy@gs.com,,Salesforce
10917657,Inactive Investor,Roxanne Alexander,Senior Financial Advisor,Evensky & Katz/Foldes Wealth Management,ralexander@evensky.com,,Salesforce
10930234,Inactive Investor,Richard Owsik,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",rich.owsik@nm.com,,Salesforce
9573051,,Todd Ruston,,,tdruston@ftbadvisors.com,,List import
9606696,,Arnaud Mortier,,,mortier.arnaud@gmail.com,,List import
198505,,Bill M Mahoney,,[Unknown],airbil@gmail.com,,Paid Social
9632544,,Justin Myers,,,j_n_m@hotmail.com,,List import
11055183,Inactive Investor,Robert Holliman,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10789239,Inactive Investor,Mohammad Rehan,,PNC Investments Arlington VA 2601 Clarendon Blvd,mohammad.rehan@pnc.com,,Salesforce
10906564,Inactive Investor,Cathey Williamson,,"Cambridge Investment Research, Inc. Florissant MO 209 Rue Saint Louis",,,Salesforce
10618781,,Christopher Barron,,,christopher.barron@nuveen.com,,List Import
10801242,Inactive Investor,Carlos Benitez,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",carlos_benitez@ml.com,,Salesforce
11020490,Inactive Investor,Carlos Cruz,,J.P. Morgan Securities LLC Greeley CO 2600 W 10th St,carlos.cruz@jpmorgan.com,,Salesforce
9587351,,Jason Kelley,,,jason.kelley@suntrust.com,,List import
11183600,Inactive Investor,Ralph Pena,,"Allstate Financial Services, LLC San Antonio TX 7550 W Interstate 10",ralphpena@allstate.com,,Salesforce
11237143,Inactive Investor,Edgardo Chamorro,Investment Analyst,Swan Global Management,edgardo.chamorro@swanglobalinvestments.com,,Salesforce
11136725,Inactive Investor,Steven Dziobak,Financial Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,,,Salesforce
241684,,Kathleen Lewis,,[Unknown],doclewis@protonmail.com,,Direct
10789515,Inactive Investor,Scott Mosher,,PNC Investments Okeechobee FL 2801 US Hwy 441 S,scott.mosher@pnc.com,,Salesforce
10968699,Inactive Investor,Stephen Binkowski,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",stephen.binkowski@equitable.com,,Salesforce
11132305,Inactive Investor,Pallavi Iyer,Wealth Management Associate,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,pallavi.iyer@morganstanleypwm.com,,Salesforce
9603375,,Stephen Lee,,,stephenglee@hotmail.com,,List import
10657749,,Melissa Plohr-Memming,,,mplohrmemmin@metlife.com,,List Import
9570551,,William Ho,,,will@alephpointcapital.com,,List import
10873536,Inactive Investor,Donald Boykin,,PFS Investments Inc. Madison MS 100 Depot Dr,donald.boykin@primerica.com,,Salesforce
10818518,Inactive Investor,Mary Hollier,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",mary.bentley@valic.com,,Salesforce
8480781,,Kelsey Hasterlik,,IFG,khasterlik@ifgsd.com,(858) 436-3180,List Import
11015756,Inactive Investor,Joshua Suess,Financial Advisor,LPL Financial LLC Sonora CA 144 N Washington St,joshua.suess@lpl.com,,Salesforce
10824062,Inactive Investor,Michael Wiggin,Financial Advisor,Edward Jones Greeley CO 1990 59th Ave,mike.wiggin@edwardjones.com,,Salesforce
11090728,Inactive Investor,Paul Auletta,,UBS Financial Services Inc. Syracuse NY 440 S Warren St,paul.auletta@ubs.com,,Salesforce
9582458,,Roberto Walker,,,walker.roberto@principal.com,,List import
10978055,Inactive Investor,David Hartgers,Financial Consultant,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",david.hartgers@ampf.com,,Salesforce
11058435,Inactive Investor,Michael Gaddis,Financial Advisor,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,ogaddis@janney.com,,Salesforce
11256626,Inactive Investor,Brooks Friederich,Principal Director - Research Strategy at Envestnet | PMC,Envestnet,brooks.friederich@envestnet.com,303-824-8156,Salesforce
342329,,Andrea Hagan,Managing Director,Flexis Capital,ahagan@flexiscapital.com,212-378-4000,Manual List Upload
10802187,Inactive Investor,Eric Takach,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mashpee MA 11 Cape Dr",eric.c.takach@ampf.com,,Salesforce
9557891,,Barbara Duncan,,,barbara@claytonfsi.com,,List import
9603733,,David C,,,dchickerie15@gmail.com,,List import
10886979,Inactive Investor,George Fowler,,"First Heartland Capital, Inc. Germantown TN 3066 Fountainside Dr",gfowler@firstheartland.com,,Salesforce
11080404,Inactive Investor,Dominic Agostini,,State Farm VP Management Corp. Spencerport NY 409 S Union St,,,Salesforce
10614014,,Laurence Lubkin,"Financial Advisor, First Vice President",,laurence.lubkin@rbc.com,,List Import
9602212,,Michael Leist,,,mleist@investstrategic.com,,List import
10930815,Inactive Investor,John Moore,,"Brean Capital, LLC Dallas TX 8117 Preston Rd",,,Salesforce
11174212,Inactive Investor,Eric Montgomery,Financial Advisor,Edward Jones York NE 112 E 8th St,eric.montgomery@edwardjones.com,,Salesforce
10814930,Inactive Investor,Donald Hellman,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",donald.hellman@ml.com,,Salesforce
9586924,,Karl Melnick,,,karl.melnick@associatedbank.com,,List import
11182173,Inactive Investor,Kristin Wint,Client Service Associate;Wealth Management Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,kristin.wint@ubs.com,,Salesforce
11154036,Inactive Investor,Brian Fedje,Financial Advisor;Limited Partner,Edward Jones Grand Forks ND 424 Demers Ave,brian.fedje@edwardjones.com,,Salesforce
10470989,,Amrit Varma,,,abalavarma@hotmail.com,,Web Form Fillout
10913085,Inactive Investor,Patrick Rawlings,,"Northwestern Mutual Investment Services, LLC Port Huron MI 701 Huron Ave",pat.rawlings@nm.com,,Salesforce
11159184,Inactive Investor,Kevin Ruscher,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,ktruscher@ft.newyorklife.com,,Salesforce
238158,, -,,[[Unknown]],kerwin.lee@outlook.com,,
9541774,,Raja Singh,,,singh.j15259@gmail.com,,List import
11030070,Inactive Investor,Jason Head,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",jasonhead@financialguide.com,,Salesforce
11063412,Inactive Investor,James Zamil,Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 1000 Chapel View Blvd",james.n.zamil@ampf.com,,Salesforce
4739306,,RICHARD SEBASTIAN,,RICH STORE MEDICAL TECHNOLOGY MANUFACTURER IN PHILADELPHIA,sebastianrichard108@gmail.com,2672853868,Web Form Fillout
11121279,Inactive Investor,David Miranda,,LPL Financial LLC East Lansing MI 1760 Abbey Rd,david.miranda@lpl.com,,Salesforce
10922364,Inactive Investor,Cynthia Nofi,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",cindy.nofi@truist.com,,Salesforce
10827820,Inactive Investor,William Braude,,J.P. Morgan Securities LLC Ponte Vedra Beach FL 820 A1a N,william.braude@jpmorgan.com,,Salesforce
11034483,Inactive Investor,Jonathan Ayres,,NYLIFE Securities LLC Georgetown MA 64 Central St,jtayres@ft.newyorklife.com,,Salesforce
10828762,Inactive Investor,Andrew Bassock,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,andrew.bassock@ubs.com,,Salesforce
10756780,Inactive Investor,Cory Melisky,Business Development Associate,Morgan Stanley Scranton PA 111 N Washington Ave,cory.melisky@morganstanley.com,,Salesforce
10761703,Inactive Investor,Michael Silvernagel,First Vice President - Wealth Management,UBS Financial Services Inc. Tacoma WA 1145 Broadway,michael.silvernagel@ubs.com,,Salesforce
10856187,Inactive Investor,James Martin,,"Osaic Wealth, Inc. Windsor CT 360 Bloomfield Ave",,,Salesforce
11219387,,David Edmiston,,,david.edmiston@ml.com,,Other
10863847,Inactive Investor,Matthew Maturani,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9637763,,Werner von Baum,,,werner.baum@lgt.com,,List import
11053471,Inactive Investor,Taylor Dance,,LPL Financial LLC Salt Lake City UT 2200 S Main St,taylor.dance@lpl.com,,Salesforce
10972190,Inactive Investor,Jonathan Yoo,Financial Advisor;Operations Manager,"Tempus Wealth Planning, LLC",jyoo@tempuswp.com,,Salesforce
10762912,Inactive Investor,Chris Dunmore,,B. Riley Wealth Management,cdunmore@brileywealth.com,,Salesforce
10822260,Inactive Investor,James Stanziola,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,jstanziola@commonwealth.com,,Salesforce
9562877,,Adel Farhikhte,,,adelfarhikhte@gmail.com,,List import
10889453,Inactive Investor,Nathaniel Ihm,Financial Advisor,LPL Financial LLC Coronado CA 1224 10th St,nathan.ihm@lpl.com,,Salesforce
11195361,Inactive Investor,Thomas Arocho,Client Service Associate;Vice President,Morgan Stanley New York NY 1585 Broadway,thomas.arocho@morganstanleypwm.com,,Salesforce
10789098,Inactive Investor,Mahesh Swaminathan,,Hilltop Securities Inc. New York NY 485 Madison Ave,mahesh.swaminathan@hilltopsecurities.com,,Salesforce
9581600,,Ryan Tingey,,,rtingey@cusonet.com,,List import
151325,,Roy Hessel,,[Unknown],royhessel@gmail.com,,
3522744,,Mitchell Martin,,Forbes,mitchell.martin@forbes.com,2125551212,Web Form Fillout
10934263,Inactive Investor,Brian Johnson,Investment Manager;Wealth Advisor,Monarch Wealth Strategies,brian@mwsus.com,,Salesforce
350390,,Marty Martin Feuer,,[[Unknown]],mfeuer1@zbzoom.net,,Initial Salesforce Import
10656616,,Andrew Grider,,,andrew.grider@lpl.com,,List Import
10865562,Inactive Investor,Sandra Shaeffer,,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
11143279,Inactive Investor,Gil Fash,Financial Advisor,"Ameriprise Financial Services, LLC Oak Brook IL 2805 Butterfield Rd",gil.fash@ampf.com,,Salesforce
230568,, -,,[[Unknown]],mehdiguliyev1@gmail.com,,
11230404,Inactive Investor,Joseph Panfil,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",,,Salesforce
9543526,,Shelly Maconi,,,shellymaconi4@icloud.com,,List import
25455,,Justin Maletsky,Senior Investment Analyst,"Route One Investment Company, LLC",jmaletsky@routeonepartners.com,1-212-808-7470,Initial Salesforce Import
10950141,Inactive Investor,Spencer Cure,,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",,,Salesforce
9636516,,Abrielle Rosenthal,,,arosenthal@towerbrook.com,,List import
10616021,,Todd Schroeder,,,todd_schroeder@ml.com,,List Import
11094193,Inactive Investor,Scheniquea Smith,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,,,Salesforce
11106372,Inactive Investor,Robert Allred,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Vienna VA 8065 Leesburg Pike,robert.allred@ubs.com,,Salesforce
240822,,Kamovitch Ross,,[Unknown],ross_kamovitch@americancentury.com,,Event
11171592,Inactive Investor,Noreen Gallagher,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,ngallagher@rwbaird.com,,Salesforce
11034107,Inactive Investor,Daniel Toy,Senior Investment Manager,Creative Planning,daniel.toy@creativeplanning.com,,Salesforce
11236473,Inactive Investor,Neel Shah,Co-Chief Executive Officer;Financial Advisor;Legal Counsel;Partner,"OMNI 360 Wealth, Inc.",,,Salesforce
10846621,Inactive Investor,Marvin Docken,,Professional Retirement Strategies LLC,mdocken@pfrsadv.com,,Salesforce
11192120,Inactive Investor,Heather Rivers,,"Raymond James Financial Services, Inc. Rochester MN 5200 Members Pkwy NW",heather.rivers@raymondjames.com,,Salesforce
10613156,,Andrea Domini-Singer,"Senior Financial Advisor, Senior Vice President",,andrea_a_domini@ml.com,,List Import
10781599,Inactive Investor,Patrick Dibiase,Financial Advisor;Senior Portfolio Director;Senior Vice President,Morgan Stanley Omaha NE 13625 California St,patrick.dibiase@morganstanley.com,,Salesforce
11085460,Inactive Investor,James Hamilton,Financial Advisor,LPL Financial LLC Grand Rapids MI 230 Fulton St E,james.hamilton@lpl.com,,Salesforce
10914950,Inactive Investor,Murray Kerdman,President,"Prime Source Enterprises, Inc",,,Salesforce
9593755,,Crystal Floyd,,,cfloyd@fairviewcapital.com,,List import
9558082,,Ahmad Ahmadifard,,,ahmadifard1357@gmail.com,,List import
187621,,Jason Brangers,,"Argi Investment Services, Llc",jason.brangers@argi.net,502-753-0609,
10827947,Inactive Investor,Andrew Gergatsoulis,,Aegis Capital Corp.,,,Salesforce
10758847,Inactive Investor,Abdullah Asim,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,abdullah.asim@fidelity.com,,Salesforce
10611785,,Robert Tinkler,Financial Advisor,,rob.tinkler@raymondjames.com,,List Import
11048017,Inactive Investor,Stephen Malfitano,Vice President;Wealth Advisor,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,stephen.malfitano@jpmorgan.com,,Salesforce
10845504,Inactive Investor,Megan Miller,Financial Advisor;Financial Planning Specialist;Private Wealth Management Associate;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,megan.miller@morganstanley.com,,Salesforce
10762016,Inactive Investor,Walter Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",rob.peterson@wellsfargoadvisors.com,,Salesforce
10775520,Inactive Investor,Teri Wood,,"Raymond James & Associates, Inc. Saint Augustine FL 30 Epic Blvd",teri.wood@raymondjames.com,,Salesforce
10866333,Inactive Investor,Steven Reitmann,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,steven.reitmann@primerica.com,,Salesforce
11193004,Inactive Investor,Timothy Finster,Brokerage Director;Life Specialist,"MML Investors Services, LLC Strongsville OH Private Residence",tfinster@financialguide.com,,Salesforce
11125500,Inactive Investor,Christopher Kruger,Financial Advisor,Edward Jones Denver CO 12596 W Bayaud Ave,chris.kruger@edwardjones.com,,Salesforce
9610267,,Michael Glaccum,,,miglaccum@lordabbett.com,,List import
3484262,,Damn Stinky Ape,,,glennhargis@yahoo.com,,Web Form Fillout
11239019,Inactive Investor,Theodor Radu,,"Moneda, LLC",tradu@hnbbank.com,,Salesforce
10993231,Inactive Investor,Jacob Mathis,,J.P. Morgan Securities LLC Tyler TX 100 Independence Pl,jacob.mathis@jpmorgan.com,,Salesforce
10847975,Inactive Investor,Brock Hastie,Managing Partner,"Retirement Income Solutions, Inc.",brockhastie@risadvisory.com,,Salesforce
9625065,,Olivier Petit,,,opetit_trader@icloud.com,,List import
11180827,Inactive Investor,Michael Crews,Registered Principal,LPL Financial LLC Allen TX 450 Century Pkwy,michael.crews@lpl.com,,Salesforce
10912463,Inactive Investor,Gregory Ochipa,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,greg.ochipa.r8bb@statefarm.com,,Salesforce
10950386,Inactive Investor,Samuel Rosenbaum,Registered Client Service Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
10846123,Inactive Investor,Thomas Swift,Chief Compliance Officer;Chief Executive Officer,"Financial Avengers, Inc.",tom@financialavengers.com,,Salesforce
11204373,Inactive Investor,Katherine Chacon,Financial Advisor,Edward Jones West Palm Beach FL 3650 Forest Hill Blvd,katherine.chacon@edwardjones.com,,Salesforce
773,,,,,davidmyers67432@gmx.de,,
11142804,Inactive Investor,Samuel Lam,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Buena Park CA 6131 Orangethorpe Ave",samuel.lam@tfaconnect.com,,Salesforce
10796286,Inactive Investor,Michael Haberman,Financial Advisor,UBS Financial Services Inc. Newtown PA 411 S State St,michael.haberman@ubs.com,,Salesforce
10790380,Inactive Investor,William Selin,,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,william.selin@jpmorgan.com,,Salesforce
9576269,,Marco Francesco,,,marco@northcoastmediation.ca,,List import
10812741,Inactive Investor,Thomas Strohl,,LPL Financial LLC San Diego CA 12348 High Bluff Dr,thomas.strohl@lpl.com,,Salesforce
10916707,Inactive Investor,Emily Lewis,Assistant Vice President,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,emily.lewis@citi.com,,Salesforce
11102374,Inactive Investor,Robert Zeiner,Investment Advisor Representative,"Virtue Capital Management, LLC Jacksonville FL Private Residence",,,Salesforce
10967805,Inactive Investor,Justin Thompson,,"Truist Investment Services, Inc. Springfield KY 803 Bardstown Rd",justin.thompson@truist.com,,Salesforce
342150,,Pattie Hall,"Client Relations Director, Wealth For Women Development","Horter Investment Management, Llc",pattie@him-ria.com,513-984-9933,Manual List Upload
11026239,Inactive Investor,Jennifer Dombkowski,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",jennifer.s.dombkowski@ml.com,,Salesforce
10932929,Inactive Investor,Thomas Beaupre,,"Cambridge Investment Research, Inc. Antioch TN 3312 Weatherstone Cv E",,,Salesforce
10947491,Inactive Investor,Luke Porter,Financial Advisor;Wealth Advisor,"Compass Ion Advisors, LLC",lporter@ionadv.com,,Salesforce
10869825,Inactive Investor,Brice Carter,Chief Investment Officer;Financial Advisor;Regulatory Contact;Vice President,"Financial Strategies Group, Inc",brice@fsgmichigan.com,,Salesforce
11081232,Inactive Investor,Damien Di Taranto,Financial Advisor Trainee,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10866481,Inactive Investor,Barbara Haddow,,State Farm VP Management Corp. Louisville KY 12607 Taylorsville Rd,barbi.haddow.j67d@statefarm.com,,Salesforce
11027754,Inactive Investor,James Dannug,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",james.dannug@nm.com,,Salesforce
10934466,Inactive Investor,Ronald Laney,,PFS Investments Inc. Portland OR 9045 SW Barbur Blvd,ronald.laney@primerica.com,,Salesforce
11024738,Inactive Investor,Martin Zofko,Financial Advisor,Edward Jones Warren OH 8015 E Market St,martin.zofko@edwardjones.com,,Salesforce
10603901,,Kurt Miscinski,"Chief Executive Officer, President",Cerity Partners Retirement Plan Advisors,kmiscinski@hpmpartners.com,,List import
11025966,Inactive Investor,Maikou Vu,,PFS Investments Inc. Saint Paul MN 800 Minnehaha Ave E,mvu@primerica.com,,Salesforce
10489172,,Daniel Melander,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",daniel.melander@tfaconnect.com,866-980-4800,List Import
11155230,Inactive Investor,Alexandra Pruner,,Perella Weinberg Partners LP Houston TX 1111 Bagby St,apruner@pwpartners.com,,Salesforce
11069259,Inactive Investor,Andrew Green,,Cetera Advisors LLC Duluth GA 3700 Crestwood Pkwy NW,,,Salesforce
11163450,Inactive Investor,Jody Smith,,LPL Financial LLC Dover DE 139 S State St,jody.smith@lpl.com,,Salesforce
10891917,Inactive Investor,Lyndsay Ising,,LPL Financial LLC San Jose CA 99 Almaden Blvd,lyndsay.ising@lpl.com,,Salesforce
11061391,Inactive Investor,Sharon Robinson,,State Farm VP Management Corp. Richardson TX 1415 State St,sharon.robinson.asy7@statefarm.com,,Salesforce
10889196,Inactive Investor,Kimberli Lambert,Preferred Relationship Manager,"Fifth Third Securities, Inc. Cape Coral FL 1600 Cape Coral Pkwy E",kimberli.lambert@53.com,,Salesforce
10960252,Inactive Investor,Henry Misaka,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10900642,Inactive Investor,Martin Ghiringhelli,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Norwell MA 80 Washington St",marty.a.ghiringhelli@ampf.com,,Salesforce
10991782,Inactive Investor,Amber Logan,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,adlogan@ft.newyorklife.com,,Salesforce
10509986,,Jason Ronca,,BNY Mellon,jason.ronca@bnymellon.com,,List Import
145613,,sheldon gray,,self,sheldongray014@gmail.com,6153781332,Paid Search
335430,,Matt Peters,Managing Director,Bmo Capital Markets Corp.,matt.peters@bmo.com,212-702-1981,Manual List Upload
11183873,Inactive Investor,Craig Blue,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Joseph MI 500 Momany Dr",craig.a.blue@wellsfargoadvisors.com,,Salesforce
11194930,Inactive Investor,Henry Phillips,,"Farmers Financial Solutions, LLC Dallas TX 9400 N Central Expy",,,Salesforce
10644475,,Andrew Siepker,,,asiepker@williamblair.com,,List Import
10996425,Inactive Investor,Sean Oconnor,Financial Advisor,"Principal Securities, Inc. Syracuse NY Private Residence",oconnor.sean@principal.com,,Salesforce
10778551,Inactive Investor,Donna Dyke-Bajaj,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Dallas TX 13455 Noel Rd,donna.dykebajaj@opco.com,,Salesforce
10779103,Inactive Investor,Molly Hill,Senior Client Service Associate,Morgan Stanley Jacksonville FL 50 N Laura St,,,Salesforce
11012287,Inactive Investor,Margaret Kubiak,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",margaret.kubiak@bofa.com,,Salesforce
10903066,Inactive Investor,Chona Deguzman,Financial Representative,PFS Investments Inc. East Rutherford NJ 1 Madison St,chona.deguzman@primerica.com,,Salesforce
10808681,Inactive Investor,Lauren Lamprecht,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",lauren.lamprecht@ml.com,,Salesforce
10866079,Inactive Investor,Vincent Pascoe,,State Farm VP Management Corp. Glenshaw PA 1412 Mount Royal Blvd,,,Salesforce
10990716,Inactive Investor,Shaun Grimaldi,,"Garden State Securities, Inc.",sgrimaldi@jhdarbie.com,,Salesforce
10657419,,Raymond Massie,,,raymond.massie@countryfinancial.com,,List Import
9551399,,Christopher Pantano,,,chris.pantano@suntrust.com,,List import
11034863,Inactive Investor,Michelle Beanland,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cary NC Private Residence",m_beanland@ml.com,,Salesforce
10915304,Inactive Investor,Timothy Williams,Director - Trading;Managing Director,"Stifel, Nicolaus & Company, Incorporated Portage MI 950 Trade Centre Way",,,Salesforce
11048775,Inactive Investor,James Slater,Chief Investment Officer;Vice President,Abbit Management Corp,james@abbit.biz,,Salesforce
11188290,Inactive Investor,Alan Hennessey,,"Private Client Services, LLC Louisville KY 1552 Ormsby Station Ct",ahennessey@kfg.com,,Salesforce
764,,,,,williamtaylor@email-seeds.net,,
10990886,Inactive Investor,Ryan Cashman,Registered Operations Leader,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",ryan.cashman@ampf.com,,Salesforce
5999080,,Betty Smith,,,tosic92908@prolug.com,,Web Form Fillout
10971463,Inactive Investor,Valkyrie Lang,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10487809,,Michelle Krick,"Compliance Manager, Regulatory Contact","Miller Global Investments, L.L.C.",mkrick@millerglobalinvestments.com,,List Import
10835170,Inactive Investor,John Lewis,Financial Professional,LPL Financial LLC Torrance CA 2780 Skypark Dr,jack.lewis@lpl.com,,Salesforce
10489979,,Benjamin Biggs,"Financial Advisor, Vice President",SageSpring Wealth Partners Frisco TX 2601 Network Blvd,benjamin.biggs@swinvestmentgroup.com,,List Import
11071979,Inactive Investor,Yiming Chen,,LPL Financial LLC San Diego CA 4707 Executive Dr,yiming.chen@lpl.com,,Salesforce
10940770,Inactive Investor,Kenneth Cooper,,LPL Financial LLC Towson MD Private Residence,ken.cooper@lpl.com,,Salesforce
241016,,Matt Lewis,"VP, Head of ETF Capital Markets",American Century Investments,matt_lewis@americancentury.com,,Event
9639377,,Amit Bhatnagar,,,a.bhatnagar@sanabil.sa,,List import
10755807,Inactive Investor,Laura Netemeyer,Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated O Fallon IL 475 Regency Park",,,Salesforce
10901572,Inactive Investor,Lucy Kohlhoff,,Deutsche Bank Securities Inc.,lucy@deutschewealth.com,,Salesforce
11041212,Inactive Investor,Richard McLean,,State Farm VP Management Corp. Bloomington IL 409 S Prospect Rd,rick.mclean.bzn6@statefarm.com,,Salesforce
10939133,Inactive Investor,Robert Leonard,,"Osaic Wealth, Inc. Charlotte NC 4250 Congress St",,,Salesforce
11183937,Inactive Investor,Danny Freeman,Chief Executive Officer;Principal Advisor,Darda Financial,dfreeman@dardawealth.com,,Salesforce
10962461,Inactive Investor,John Muto,,LPL Financial LLC State College PA 925 W College Ave,john.muto@lpl.com,,Salesforce
10878037,Inactive Investor,Samuel Westermann,,"Cambridge Investment Research, Inc. Santa Rosa CA 111 Santa Rosa Ave",,,Salesforce
370558,,Youssef Yassin,,United States,yyassinp@gmail.com,,Salesforce
7032888,,wer sa,,,selod37046@youke1.com,,Web form fillout
11195873,Inactive Investor,Dallas Clemens,,LPL Financial LLC Manhattan KS 727 Poyntz Ave,dallas.clemens@lpl.com,,Salesforce
11183904,Inactive Investor,Marc Levine,,"Osaic Wealth, Inc. Longwood FL 264 Churchill Dr",,,Salesforce
10776498,Inactive Investor,Kathleen Youngerman,Director - Alternative Investments;Family Wealth Director;Lending Specialist;Managing Director;Private Wealth Advisor;Senior Inv,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,kathleen.l.youngerman@morganstanley.com,,Salesforce
11204718,Inactive Investor,Kelly Baca,,"Farmers Financial Solutions, LLC Sugar Land TX 130 Industrial Blvd",,,Salesforce
11000127,Inactive Investor,Kyle Marburger,,"Wealth Advisory Solutions, LLC",,,Salesforce
10771724,Inactive Investor,Terry Watkins,Portfolio Associate,Morgan Stanley Augusta GA 1 10th St,terry.watkins@morganstanley.com,,Salesforce
10915839,Inactive Investor,May Claytor,,"Capital City Securities, LLC",mclaytor@capitalcitypartners.com,,Salesforce
236136,, -,,[[Unknown]],lawshepherd@rocketmail.com,,
11091367,Inactive Investor,Harrison Hoyes,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,harrison.hoyes@ubs.com,,Salesforce
9581740,,Thomas Wittwer,,,thomas.wittwer@vusa.com,,List import
1828238,,Monique Campos,,,moniquecsp.invest@gmail.com,,
11205587,Inactive Investor,Logan Smith,,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10815344,Inactive Investor,Jonathan Barter,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jonathan.barter@ubs.com,,Salesforce
11197637,Inactive Investor,Brian Knabe,Financial Advisor,Savant Wealth Management,bknabe@savantwealth.com,,Salesforce
349764,,Al Besse,Principal,"Logan Capital Management, Inc.",abesse@logancapital.com,215-569-1100,Manual List Upload
11066693,Inactive Investor,Jumaane Ross-Brown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10618243,,Robert Max,,,robert.max@wellsfargo.com,,List Import
10846864,Inactive Investor,Gavin Duffy,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,gavin.duffy@fidelity.com,,Salesforce
11108211,Inactive Investor,Mayra Olarte,Client Service Specialist,"Ameriprise Financial Services, LLC Roseville CA 1430 Blue Oaks Blvd",mayra.olarte@ampf.com,,Salesforce
10771469,Inactive Investor,Stevan Horvath,,"Wells Fargo Clearing Services, LLC Carmel by the Sea CA San Carlos and Ocean Ave",stevan.horvath@wellsfargo.com,,Salesforce
10835626,Inactive Investor,Diane Newport-Swanstrom,,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",diane.newport@schwab.com,,Salesforce
9566648,,hadi yosfi,,,hadiyosfi.2015@gmail.com,,List import
11235890,Inactive Investor,Peter Ta,Investment Advisor Representative,"TTP Investments, Inc.",peter@ttp-investments.com,,Salesforce
10880100,Inactive Investor,Shelley Lawhon,,J.P. Morgan Securities LLC Monroe LA 2211 Forsythe Ave,shelley.r.lawhon@chase.com,,Salesforce
10801387,Inactive Investor,Erin Towey,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 5250 N Harlem Ave",erin.towey@ml.com,,Salesforce
10884105,Inactive Investor,Brian De Souza,,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",brian.desouza@stifel.com,,Salesforce
10874947,Inactive Investor,Mark Salem,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,mark.salem@morganstanley.com,,Salesforce
10656567,,Sean Koelbl,,,sean.koelbl@gs.com,,List Import
9617324,,Kent Showler,,,djia18060@gmail.com,,List import
11099890,Inactive Investor,Nathan Cutler,Wealth Advisor,EP Wealth Advisors Salt Lake City UT 3115 E Lion Ln,ncutler@epwealth.com,,Salesforce
10786291,Inactive Investor,Michael Artura,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10932033,Inactive Investor,Ashley Elchert,Director - Risk Management,Edward Jones,,,Salesforce
11039149,Inactive Investor,Lisa Vermette,,"Farmers Financial Solutions, LLC Agoura Hills CA 30851 Agoura Rd",lvermette@farmersagent.com,,Salesforce
10838078,Inactive Investor,Divina Bundick,Senior Client Associate,UBS Financial Services Inc. Columbia SC 1320 Main St,dee.bundick@ubs.com,,Salesforce
10836297,Inactive Investor,Dwayne Keller,Chief Compliance Officer;Managing Member;President;Wealth Advisor,Keller Financial Group,dkeller@kellercpa.com,,Salesforce
10890656,Inactive Investor,Joshua Dyer,Financial Advisor,Edward Jones Smyrna TN 437 Nissan Dr,josh.dyer@edwardjones.com,,Salesforce
11195344,Inactive Investor,Andre Pelletier,,Morgan Stanley,,,Salesforce
352042,,Bill Reece,Financial Advisor,"Madison Park Capital Advisors, Llc",ill@madisonparkca.com,206-623-6722,Manual List Upload
1004845,Inactive Investor,Ethan Kravitz,,AGE Crypto,ethan@age.fund,,3rd Party Lead Gen
10920434,Inactive Investor,Alexander Monsour,,"Raymond James & Associates, Inc.",monsour.alexander@raymondjames.com,,Salesforce
9645906,,Andrew Berman,,,bermaa6@yahoo.com,,List import
11116076,Inactive Investor,Stephen Brown,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,nick.brown.nvzq@statefarm.com,,Salesforce
11066305,Inactive Investor,Marshall Weintraub,,"Cambridge Investment Research, Inc. Sacramento CA 333 University Ave",,,Salesforce
11218638,,Jerome Duhovic,,,jduhovic@cfiemail.com,,Other
11006320,Inactive Investor,Shannon Harris,,State Farm VP Management Corp. Medford OR 3210 Hillcrest Park Dr,shannon.walker.shi7@statefarm.com,,Salesforce
11212401,Inactive Investor,Russell Rice,Financial Advisor,Edward Jones Petaluma CA 222 Weller St,russell.rice@edwardjones.com,,Salesforce
11024409,Inactive Investor,Hayley Brugos,,"Bankers Life Securities, Inc. Pittsburgh PA 500 Penn Center Blvd",hayley.brugos@bankerslife.com,,Salesforce
11060323,Inactive Investor,Benjamin Houseman,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,bjhouseman@ft.newyorklife.com,,Salesforce
10946052,Inactive Investor,Carolyn Jackson,,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",,,Salesforce
10895057,Inactive Investor,David French,,Momentum Independent Network Inc. Bullard TX 795 FM 344 W,dfrench@hilltopnetwork.com,,Salesforce
10956075,Inactive Investor,Ryan Powers,,"Packerland Brokerage Services, Inc. Saint Charles IL 40W222 Lafox Rd",ryan_powers@packerlandbrokerage.com,,Salesforce
10867542,Inactive Investor,Dermott Larkin,Wealth Advisor,"Perigon Wealth Management, LLC",dermott@perigonwealth.com,,Salesforce
46261,,Thomas Griebel,Financial Associate,Thrivent Investment Management Inc.,thomas.griebel@thrivent.com,715-723-2506,
10851449,Inactive Investor,Patricia Reinard-Kopsa,Chief Compliance Officer;Compliance and Risk Officer;Regulatory Contact,"Trubee Wealth Advisors, Inc.",preinard-kopsa@trubeewealth.com,,Salesforce
11156785,Inactive Investor,Leonard Digiuseppe,,LPL Financial LLC Clinton Township MI 38800 Garfield Rd,leonard.digiuseppe@lpl.com,,Salesforce
10881101,Inactive Investor,Brian Blankinship,Investment Advisor;Vice President,"Pettyjohn, Wood & White, Inc.",bblankinship@pwandw.com,,Salesforce
11091618,Inactive Investor,Michael Molino,,"MML Investors Services, LLC Swoyersville PA Private Residence",mmolino@financialguide.com,,Salesforce
10948773,Inactive Investor,Grant Goldstein,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",grant.goldstein@ml.com,,Salesforce
11014619,Inactive Investor,Justin Rennhack,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
11068117,Inactive Investor,Eric Heick,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",eric.w.heick@ampf.com,,Salesforce
10904671,Inactive Investor,Christopher Weller,Financial Advisor,Edward Jones Midlothian VA 13872 Coalfield Commons Pl,chris.weller@edwardjones.com,,Salesforce
11206864,Inactive Investor,Thomas Halden,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",tom.halden@schwab.com,,Salesforce
9606854,,Nago Polk,,,nago.polk@gmail.com,,List import
11024688,Inactive Investor,Edward Marinucci,Investment Advisor,"Flagship Harbor Advisors, LLC Hingham MA 24 Shipyard Dr",edward.marinucci@flagshipharbor.com,,Salesforce
346949,,Dana Covo,Associate,Redbird Capital Partners Management Llc,dcovo@redbirdcap.com,212-235-1000,Manual List Upload
11037301,Inactive Investor,Achim Christner,Director - Investments;Vice President,Morgan Stanley San Francisco CA 555 California St,achim.christner@morganstanley.com,,Salesforce
11082534,Inactive Investor,Joy Eslaire,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",joy_eslaire@ml.com,,Salesforce
11186020,Inactive Investor,Jereme Jones,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
11102333,Inactive Investor,Christie Hughes,Vice President,Forge Financial,christie@shawfinancialinc.com,,Salesforce
10925154,Inactive Investor,Nicholas Cutaia,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10893659,Inactive Investor,Alexandra Ehret,Financial Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,alexandra.boon@morganstanley.com,,Salesforce
10963105,Inactive Investor,Huayu Tsu,Investment Advisor,Huayu Tsu Investment Management Fremont CA 40981 Valero Dr,jack.tsu@tsuinvestment.com,,Salesforce
11116900,Inactive Investor,Jennifer Ng,Private Client Associate,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,jng@janney.com,,Salesforce
10766609,Inactive Investor,Peter Orzel,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",peter.orzel@wellsfargoadvisors.com,,Salesforce
9595663,,Rob Moir,,,moir.robbie@gmail.com,,List import
9605478,,Robert Coleman,,,rcoleman@grglancaster.com,,List import
11042097,Inactive Investor,Carl Wenger,Financial Advisor,Edward Jones Sacramento CA 555 University Ave,carl.wenger@edwardjones.com,,Salesforce
10894831,Inactive Investor,Carlos Vazquez,Financial Advisor,Edward Jones Cornelia GA 115 Stovall St,chuck.vazquez@edwardjones.com,,Salesforce
9571349,,Vesal Yazdi,,,vyazdi@dkpartners.com,,List import
10917526,Inactive Investor,Brandon Walls,Financial Advisor,LPL Financial LLC High Point NC 1005 N Main St,brandon.walls@lpl.com,,Salesforce
235588,, -,,[[Unknown]],frankp8594@gmail.com,,
10974249,Inactive Investor,Thomas Flinn,,"P.J. Robb Variable, LLC Wilmington NC 3301 Tipton Ct",,,Salesforce
11036103,Inactive Investor,Paul Teufel,,Commonwealth Financial Network Newtown PA 54 Friends Ln,pteufel@commonwealth.com,,Salesforce
11054309,Inactive Investor,Daniel Blum,Financial Professional,"MML Investors Services, LLC Roseville CA 1410 Rocky Ridge Dr",dblum@financialguide.com,,Salesforce
10817763,Inactive Investor,Jeffry Johnson,,"Western International Securities, Inc. Newport Beach CA 660 Newport Center Dr",,,Salesforce
11209486,Inactive Investor,Michael Bergman,,Cetera Advisor Networks LLC Danbury CT 8 Enclave Dr,bergmanm@ceteranetworks.com,,Salesforce
11055339,Inactive Investor,Justin Dodds,First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3573 E Sunrise Dr",justin.dodds@wellsfargoadvisors.com,,Salesforce
10866057,Inactive Investor,Virginia Hooper,,State Farm VP Management Corp. Littleton CO 10143 W Chatfield Ave,,,Salesforce
11174106,Inactive Investor,Blaine Christian,Education Consultant;Financial Advisor,"Lundeen Abrams Advisors, LLC Lakewood CO Private Residence",blaine@lundeenabrams.com,,Salesforce
55570,,Zachary Parker,First Vice President - Income Distribution,"Securities America Advisors, Inc.",zachary.parker@securitiesamerica.com,800-747-6111,
10780198,Inactive Investor,Thomas Eddy,Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chattanooga TN 1 Union Sq,thomas.eddy@ubs.com,,Salesforce
341979,,Nancy Rodriguez,"Partner, Fixed Income Portfolio Manager",Garcia Hamilton & Associates Lp,nrod@garciahamiltonassociates.com,713-853-2322,Manual List Upload
11234346,Inactive Investor,Denise Mayen,,MWA Financial Services Inc. San Antonio TX 1202 W Bitters Rd,denise.mayen@modern-woodmen.org,,Salesforce
11060953,Inactive Investor,Rex Mims,Financial Advisor,Edward Jones Mesquite TX 945 S Bryan Belt Line Rd,butch.mims@edwardjones.com,,Salesforce
9543895,,Denise McCosh,,,dbizik@msn.com,,List import
11161295,Inactive Investor,Linda Sama,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Stony Brook NY Private Residence",linda.sama@rbc.com,,Salesforce
116935,,Bruce Diamond,,Retired,elgem1@gmail.com,6099036849,
10913336,Inactive Investor,Gelsomina Lipscomb,Financial Advisor,"Ameriprise Financial Services, LLC Tampa FL 4600 W Kennedy Blvd",gessie.lipscomb@ampf.com,,Salesforce
11092321,Inactive Investor,Benjamin Gramke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10979984,Inactive Investor,Stephen Boatman,Chief Compliance Officer;Financial Planner;Principal,Flat Fee Financial LLC,,,Salesforce
10614293,,Jung Chang,Financial Advisor,,jchang@andrewgarrett.com,,List Import
10617511,,Thomas Thibeault,,,tthibeault@williamblair.com,,List Import
11152835,Inactive Investor,Frederick Kessler,Financial Professional,"MML Investors Services, LLC East Syracuse NY 6390 Fly Rd",fpkessler@financialguide.com,,Salesforce
10883368,Inactive Investor,Maximilian Clifford,Financial Advisor;Financial Strategist,The Wealth Consulting Group Boulder CO 2400 Broadway St,mclifford@wealthcg.com,,Salesforce
10809870,Inactive Investor,Craig Lyman,Financial Advisor,LPL Financial LLC Las Vegas NV 5550 S Fort Apache Rd,craig.lyman@lpl.com,,Salesforce
10796613,Inactive Investor,Larry Gilbert,Financial Advisor,Edward Jones Ballinger TX 122 N 8th St,larry.gilbert@edwardjones.com,,Salesforce
9625944,,mehrdad mayeli,,,mehrdadmayeli132@gmail.com,,List import
10945516,Inactive Investor,Nancy Miron,,Key Investment Services LLC Cleveland OH 1400 Som Center Rd,nmiron@kisinvestments.com,,Salesforce
11063804,Inactive Investor,Jack Dow,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,jack.dow@fmr.com,,Salesforce
9638246,,Howard Smith,,,howard.smith@cvstarrco.com,,List import
10858209,Inactive Investor,Dillon Freie,Financial Advisor;Portfolio Manager,Morgan Stanley Lawton OK 601 SW C Ave,dillon.freie@morganstanley.com,,Salesforce
10787946,Inactive Investor,Clarke Leaverton,,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,clarke.leaverton@jpmorgan.com,,Salesforce
11000327,Inactive Investor,Case Lawhon,,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",case.lawhon@equitable.com,,Salesforce
9591371,,Vanessa Sng,,,vanessasng88@gmail.com,,List import
10837755,Inactive Investor,Michael Ashe,Financial Advisor;Vice President;Vice President - Investments,Morgan Stanley Springfield MA 1500 Main St,michael.ashe@morganstanley.com,,Salesforce
11000473,Inactive Investor,Mark Horner,,"Northwestern Mutual Investment Services, LLC Oklahoma City OK 6301 Waterford Blvd",tag.j.horner@nm.com,,Salesforce
10960446,Inactive Investor,Matthew Glahn,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",matthew.glahn@53.com,,Salesforce
10891118,Inactive Investor,Bryan Bronstad,Financial Advisor,Edward Jones Gatesville TX 701 E Main St,bryan.bronstad@edwardjones.com,,Salesforce
11046889,Inactive Investor,Heather Bytof,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,heather.bytof@thrivent.com,,Salesforce
10656646,,Taylor Brinkworth,,,taylor.brinkworth@fidelity.com,,List Import
10763824,Inactive Investor,Gregg Heller,,"Hennion & Walsh, Inc.",gheller@hennionandwalsh.com,,Salesforce
9588265,,Rashad Malik,,,rash151@gmail.com,,List import
11048366,Inactive Investor,Jack Fischer,,"The Leaders Group, Inc.",,,Salesforce
11192634,Inactive Investor,Marc Aarons,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Money Managers, Inc.",marc@ocmoneymanagers.com,,Salesforce
6828527,,John Wade,,n/a,john.thomas.wade@gmail.com,8175979634,Web Form Fillout
10882848,Inactive Investor,Jerry Braun,,"Farmers Financial Solutions, LLC Portland OR 4940 SE Woodstock Blvd",,,Salesforce
10762177,Inactive Investor,Dianna Gentile,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",dianna_gentile@ml.com,,Salesforce
9620136,,Benjamin Sauer,,,sauerbw1@gmail.com,,List import
334862,,Thomas Yako,Director Of Managed Assets,Mcdonald Partners Llc,tyako@mcdonald-partners.com,216-912-0567,Manual List Upload
11016473,Inactive Investor,Dionisio Saenz,,LPL Financial LLC Brownsville TX 2100 Boca Chica Blvd,dionisio.saenz@lpl.com,,Salesforce
9559324,,Mark Roberts,,,mark.roberts@valic.com,,List import
10931432,Inactive Investor,Beatrice Davis Thomas,,PFS Investments Inc. Columbia SC 115 Atrium Way,beatrice.davisthomas@primerica.com,,Salesforce
10646768,,Brian Goodstadt,,,bgoodstadt@pcm-net.com,,List import
9638858,,Jerrod Dawson,,,jerrod.dawson@questadvisor.com,,List Import
11009842,Inactive Investor,Thomas Gerstenberg,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,tgerstenberg@primerica.com,,Salesforce
10510214,,Christopher Nalley,Advisor,Scale Advisory Group,cnalley@scaleadvisorygroup.com,,List Import
9601076,,Alex Alex,,,utgrad08@gmail.com,,List import
10999913,Inactive Investor,Carl Sharp,,PFS Investments Inc. Boise ID 6400 W Contractors St,carl.sharp@primerica.com,,Salesforce
11198442,Inactive Investor,Lloyd Wright,,Infinity Financial Services Bend OR 23 NW Oregon Ave,,,Salesforce
219798,,Grégoire Lefftz,,[Unknown],gregoire.lefftz@hotmail.com,,Direct
234124,, -,,[[Unknown]],aspenjames@gmail.com,,Organic Search
11068703,Inactive Investor,Jennifer Hill,Associate Advisor,"Greenway Wealth Advisors, LLC",,,Salesforce
11074427,Inactive Investor,Robert Piatelli,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
11040802,Inactive Investor,John Brannan,,PFS Investments Inc. Warner Robins GA 725 Bernard Dr,8vxjm@primerica.com,,Salesforce
9633129,,Stephen Sumrall,,,cajunsaint64@gmail.com,,List import
10946250,Inactive Investor,Thomas Berry,Client Service Specialist,L.M. Kohn & Company,tomberry@lmkohn.com,,Salesforce
11068137,Inactive Investor,Mark Nelson,Financial Advisor,"Ameriprise Financial Services, LLC Colorado Springs CO 1710 Jet Stream Dr",mark.nelson@ampf.com,,Salesforce
10794927,Inactive Investor,Diana Van Winden,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",diana.van.winden@wellsfargoadvisors.com,,Salesforce
10776016,Inactive Investor,Julie Bensusan,,Morgan Stanley Alexandria VA 333 John Carlyle St,julie.bensusan@morganstanley.com,,Salesforce
10888593,Inactive Investor,David Lee,,Vanguard Marketing Corporation,david_lee@vanguard.com,,Salesforce
11170969,Inactive Investor,John Wucinski,,Cetera Advisor Networks LLC Dallas TX 6220 Campbell Rd,wucinskij@ceteranetworks.com,,Salesforce
219298,,Jakob Ehlert,,[Unknown],jakobehlert89@gmail.com,,
11224788,,Sean Flaherty,,,spflaherty16@gmail.com,,Web Form Fillout
11124935,Inactive Investor,Camille Dostert,Branch Manager;Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Virginia Beach VA 208 Golden Oak Ct",camille.ramirez-dostert@wellsfargoadvisors.com,,Salesforce
11100081,Inactive Investor,David Jacobs,,"Osaic Wealth, Inc. Albertson NY 111 Lynton Rd",,,Salesforce
10950884,Inactive Investor,Timothy Ruby,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,timothy.ruby@jpmorgan.com,,Salesforce
9588672,,Joseph Diamond,,,joseph.diamond@valic.com,,List import
11181618,Inactive Investor,Jeffrey Brady,,State Farm VP Management Corp. Harrison City PA 2102 Rte 130,jeff.brady.g4z1@statefarm.com,,Salesforce
10785236,Inactive Investor,Gerald Valletta,,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,gerald.valletta@morganstanley.com,,Salesforce
10993519,Inactive Investor,Lawrence King,,"Allstate Financial Services, LLC Madison MS 109 Executive Dr",lawrenceking@allstate.com,,Salesforce
10918491,Inactive Investor,Scott Blando,Financial Advisor,Edward Jones Butte MT 209 S Montana St,,,Salesforce
10773186,Inactive Investor,Mark Belveduto,Senior Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC New York NY 150 E 42nd St",mark.belveduto@wellsfargo.com,,Salesforce
10850590,Inactive Investor,Jane Mathews,Investment Executive,LPL Financial LLC Baton Rouge LA 5063 Essen Ln,jane.mathews@lpl.com,,Salesforce
11179066,Inactive Investor,Tiffany Nitz,,The Huntington Investment Company Sylvania OH 6370 Monroe St,tiffany.nitz@huntington.com,,Salesforce
11127801,Inactive Investor,Robert Stratton,,Vanguard Marketing Corporation,robert_stratton@vanguard.com,,Salesforce
11084096,Inactive Investor,Deborah Tanner,Financial Advisor,Edward Jones Kingston WA 8202 NE State Hwy 104,debi.tanner@edwardjones.com,,Salesforce
11129822,Inactive Investor,Kirsten Paulson,,Vanguard Marketing Corporation,kirsten_paulson@vanguard.com,,Salesforce
9610105,,sawczuk thierry,,,sawczuk.thierry.auxitec@orange.fr,,List import
9552183,,Richard Lam,,,richard.lam@transamerica.com,,List import
10786979,Inactive Investor,Melissa Uylaki,,J.P. Morgan Securities LLC Munster IN 1600 45th Ave,melissa.uylaki@jpmorgan.com,,Salesforce
11013994,Inactive Investor,Christopher Corneilson,,"Osaic FS, Inc. Lexington KY 3217 Summit Square Pl",,,Salesforce
10923503,Inactive Investor,Briah Gatewood,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11229380,Inactive Investor,Collin Lavoie,,"Grove Point Investments, LLC",,,Salesforce
11168347,Inactive Investor,Jack Cesari,,Fidelity Brokerage Services LLC,,,Salesforce
11206694,Inactive Investor,Jefferson Thompson,Financial Advisor,"Raymond James & Associates, Inc. Griffin GA 220 W College St",tyler.thompson@raymondjames.com,,Salesforce
11006205,Inactive Investor,Jordan O'Daniel,,Edward Jones Cocoa FL Private Residence,jordan.odaniel@edwardjones.com,,Salesforce
10824591,Inactive Investor,Matthew Carlson,Financial Planning Consultant,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10753050,Inactive Investor,James Aletto,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Hastings MN 1360 S Frontage Rd",james.a.aletto@wellsfargo.com,,Salesforce
10757755,Inactive Investor,Michael Popp,Private Wealth Advisor,"Osaic FA, Inc. Overland Park KS 10851 Mastin St",mike.popp@lfg.com,,Salesforce
10966111,Inactive Investor,Martin Aspin,Wealth Manager,Lido Atlanta GA 3500 Lenox Rd NE,,,Salesforce
11109041,Inactive Investor,Paul Paladino,,"Bankers Life Securities, Inc. Springfield MO 1341 W Battlefield St",,,Salesforce
11159859,Inactive Investor,Tina Purvis,Secretary;Shareholder,"Hollingsworth Avent Averre & Purvis, Pa",tpurvis@haacpa.com,,Salesforce
11011966,Inactive Investor,John Bucher,,LPL Financial LLC Kansas City MO 1201 NW Briarcliff Pkwy,john.bucher@lpl.com,,Salesforce
11003371,Inactive Investor,Hunter Sutyak,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",hunter.sutyak@nm.com,,Salesforce
10974819,Inactive Investor,Brook Ballinger,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
243187,,Read Folline,Sales Development,Aidentified,rfolline@aidentified.com,8034040209,Manual List Upload
10937953,Inactive Investor,Misty Triplett,Financial Advisor,LPL Financial LLC Bellingham WA 909 Squalicum Way,misty.triplett@lpl.com,,Salesforce
10788350,Inactive Investor,James McCarthy,Financial Consultant,LPL Financial LLC Nashua NH 30 Temple St,james.d.mccarthy@lpl.com,,Salesforce
9646788,,Ahmed Hmada,,,a01110265103@gmail.com,,List import
9616186,,Landsberg Aryeh,,,aryeh.landsberg@barclays.com,,List import
9570060,,Austin Holbrook,,,austin.l.holbrook@ccoinvest.com,,List import
10926541,Inactive Investor,Ethan Singh,,Citigroup Global Markets Inc.,,,Salesforce
9612905,,Marc Bertrand,,,marc.bertrand@ubs.com,,List import
11192406,Inactive Investor,Donald Rivers,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Columbus OH 9039 Antares Ave",donald.rivers@wfafinet.com,,Salesforce
11037316,Inactive Investor,Michael Wills,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,michael.wills@morganstanley.com,,Salesforce
9605921,,Glenn Cameron,,,glennc@sanlaminvestments.com,,List import
10885397,Inactive Investor,Jessica Faleao,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9574571,,Robert Geradts,,,rob.geradts@gmail.com,,List import
10494388,,Sean Horn,"Investment Advisor Representative, Vice President",American Elite Advisory,sean@jeffersonassetmanagement.com,,List Import
11136915,Inactive Investor,James Mccrary,,Cetera Advisor Networks LLC Newport Beach CA 4000 Macarthur Blvd,mccraryj@ceteranetworks.com,,Salesforce
10849404,Inactive Investor,Peter Tsukazaki,Financial Advisor,LPL Financial LLC Honolulu HI 1299 S Beretania St,peter.tsukazaki@lpl.com,,Salesforce
145995,,Henry River,,[Unknown],hriver628@gmail.com,,
11221779,,Gerald Gaeta,,,gerald.gaeta@cnr.com,,List Import
9591137,,Patrick McCarron,,,pemccarron2@comcast.net,,List import
10910464,Inactive Investor,Bequetta Phillips,,"First Citizens Investor Services, Inc. Asheville NC 108 Patton Ave",bequetta.phillips@firstcitizens.com,,Salesforce
10903661,Inactive Investor,Nolen Bailey,Director;Director - Retirement Plan Services;Partner;Secretary;Vice President,CPS Investment Advisors,nolen@cpalliance.com,,Salesforce
350761,,Dan Millen,Member,"Bloom Tree Partners, Llc",dmillen@bloomtreepartners.com,212-716-2615,Manual List Upload
11030192,Inactive Investor,Jerri Bennett,,PFS Investments Inc. Pontotoc MS 17 W Reynolds St,jbennett.nb671@primerica.com,,Salesforce
11008456,Inactive Investor,Paul Comcowich,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",paul.comcowich@rbc.com,,Salesforce
10407226,,Mustafa Erdem,,,mustafa.erdem1471@gmail.com,,Web Form Fillout
10857753,Inactive Investor,Rui Falcon,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Owner,"Princeton Asset Management, LLC",,,Salesforce
10982376,Inactive Investor,Cally Seefeldt,,J.P. Morgan Securities LLC Indianapolis IN 2433 Lake Circle Dr,cally.c.seefeldt@chase.com,,Salesforce
11091200,Inactive Investor,Arturo Dopazo,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,aadopazo@ft.newyorklife.com,,Salesforce
11208176,Inactive Investor,Cecily Welch,Chief Compliance Officer;Managing Member;Owner,"Welch Financial Investments, LLC",cecily.welch@welchfinancialinvestments.com,,Salesforce
11094957,Inactive Investor,Aaron Schomer,Advisor,"Choreo, LLC Des Moines IA 400 Locust St",aaron.schomer@mcgladrey.com,,Salesforce
11192968,Inactive Investor,David White,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
9596346,,Donald Dowd,,,ddowd@pinnacle-ny.com,,List import
11072487,Inactive Investor,Nicholas Theodorakos,Managing Director,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
116284,,Mark Baccaglini,Financial Advisor,Thrivent Investment Management Inc.,mark.baccaglini@thrivent.com,973-455-0075,
180311,,John GlanMan,,[Unknown],johnglanzman@gmail.com,,
215393,,Mark Russell,,Myself,markrussell6@verizon.net,7248756282,Organic Search
10870771,Inactive Investor,David Bullock,Chief Compliance Officer;Chief Operating Officer;Managing Director,"Arque Advisors, LLC Rye NY 2 Windcrest Rd",dbullock@arqueadvisors.com,,Salesforce
10900446,Inactive Investor,James Murphy,Senior Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10991178,Inactive Investor,Taylor Collins,Investment Advisor Representative,Advisory Services Network Owensboro KY 725 Harvard Dr,,,Salesforce
337547,,Mj Mcisaac,Investment Advisor,"Coston, Mcisaac & Shea Financial Advisors",mj@cmsinvadv.com,207-288-4747,Manual List Upload
10647851,,Douglas Bonnie,,,douglas.r.bonnie@morganstanley.com,,List Import
10484920,,Sam Ghaly,"Chief Compliance Officer, Owner","Santa Monica Wealth Management, LLC",sghaly@santamonicawealth.com,,List Import
11042575,Inactive Investor,Mark Schatzel,Retirement Plan Advisor,LPL Financial LLC West Chester PA 1233 Waterford Rd,mark.schatzel@lpl.com,,Salesforce
10860796,Inactive Investor,Timothy Reedy,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,tim.reedy.qpwa@statefarm.com,,Salesforce
10764632,Inactive Investor,Michael Lacombe,,"Hantz Financial Services, Inc. Taylor MI 22919 Eureka Rd",michael.lacombe@hantzgroup.com,,Salesforce
9600284,,Bruce Carlson,,,bcarlson@navpoint-financial.com,,List import
11088591,Inactive Investor,Thomas Capachietti,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
9629266,,Mike Bishop,,,michael-bishop@earthlink.net,,List import
10802270,Inactive Investor,Terry Keele,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",terry.keele@wellsfargoadvisors.com,,Salesforce
55287,,Curtis Young,,"Voya Financial Advisors, Inc.",curt.young@voya.com,808-597-8213,
11086326,Inactive Investor,Meaghan Karoleski,,Edward Jones Gilbert AZ Private Residence,,,Salesforce
10985331,Inactive Investor,Joseph Decato,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10885788,Inactive Investor,Larry Stone,Chief Compliance Officer;President,Stone Wealth Strategies,,,Salesforce
10913463,Inactive Investor,Michael Indart,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Santa Rosa CA 3550 Round Barn Blvd",mindart@buckinghamgroup.com,,Salesforce
9556105,,Sukri Ibrahim,,,sukrimohd@yahoo.com,,List import
11006789,Inactive Investor,Keith Goncalves,,"Prudential Annuities Distributors, Inc",keith.goncalves@prudential.com,,Salesforce
10937726,Inactive Investor,Thomas Jahn,Wealth Manager,LPL Financial LLC Charleston SC 105 Wappoo Creek Dr,tom.jahn@lpl.com,,Salesforce
11176896,Inactive Investor,Kevin Dichillo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sarasota FL 100 University Town Center Dr",kevin.dichillo@schwab.com,,Salesforce
10803878,Inactive Investor,Dennis Sappington,Financial Advisor;Insurance Planning Director;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,dennis.sappington@morganstanley.com,,Salesforce
11083574,Inactive Investor,Michael Lackey,,NYLIFE Securities LLC White Plains NY 44 S Broadway,mlackey@ft.newyorklife.com,,Salesforce
11183347,Inactive Investor,Timothy Williams,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11138480,Inactive Investor,Deidre Bowman,,Commonwealth Financial Network Auburn WA 29421 110th Ave SE,,,Salesforce
11004648,Inactive Investor,Jonathan Cummins,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",jonathan.cummins@nm.com,,Salesforce
11145538,Inactive Investor,Linda Primmer,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,,,Salesforce
11228534,Inactive Investor,Kristel Joy Delafuente,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
11187297,Inactive Investor,Michael Luker,,Comerica Securities,mluker@comerica.com,,Salesforce
11161266,Inactive Investor,Matthew Robins,Financial Advisor,Morgan Stanley Salisbury MD 150 W Market St,matt.robins@morganstanley.com,,Salesforce
227475,, -,,[[Unknown]],rharrie18@gmail.com,,
10821020,Inactive Investor,Thomas Henrichs,Branch Manager;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Peoria IL 5832 N Knoxville Ave",tom.henrichs@benjaminfedwards.com,,Salesforce
240899,,Mark Tenney,,[Unknown],mwtenney@comcast.net,,
11112115,Inactive Investor,Jody Cellar,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jody.cellar@jpmorgan.com,,Salesforce
11134010,Inactive Investor,Scott Hendrickson,Financial Advisor,Edward Jones Marquette MI 1001 M28 E,scott.hendrickson@edwardjones.com,,Salesforce
340203,,Paul Kerry,,NEPC,pkerry@nepc.com,(617) 374-1300,Database Upload
9640189,,Bruce Garner,,,bruce.garner@esssuper.com.au,,List import
11018588,Inactive Investor,Hope Sullivan,Financial Advisor,"Pruco Securities, LLC. Charleston SC 1834 Egret Crest Ln",hope.sullivan@prudential.com,,Salesforce
11117651,Inactive Investor,Robert Harris,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3200 Main St NW",robert.j.harris@ampf.com,,Salesforce
10958886,Inactive Investor,Kevin Moore,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
217968,,Tom Shnaider,,[Unknown],tomshnaider@gmail.com,,Direct
9554974,,Saifedean Ammous,,,saifedean@hotmail.com,,
11036182,Inactive Investor,Marilyn Mangru,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",mmangru@tiaa-cref.org,,Salesforce
10646342,,Fajkon Djonbalaj,,,frank.djonbalaj@ampf.com,,List Import
9566879,,Keith Jones,,,keith.jones@lpl.com,,List import
10803352,Inactive Investor,Stuart Patton,Executive Director;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,stuart.patton@morganstanley.com,,Salesforce
11048966,Inactive Investor,Richard Nguyen,,Jefferies LLC Palo Alto CA 2390 El Camino Real,rnguyen@jefferies.com,,Salesforce
10761505,Inactive Investor,Royden Cullinan,Chief Investment Officer;President;Principal;Regulatory Contact,"Cullinan Associates, Inc.",,,Salesforce
11055124,Inactive Investor,Ariel Urban,Client Service Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",ariel.urban@raymondjames.com,,Salesforce
11103714,Inactive Investor,Robert Plack,Financial Advisor;Senior Vice President,"Smith, Moore & Co.",rplack@smithmoore.com,,Salesforce
9555292,,Filipe David,,,filipe.david@envestnet.com,,List import
10800863,Inactive Investor,Alec Ardito,Executive Director,Morgan Stanley Cincinnati OH 221 E 4th St,alec.ardito@morganstanley.com,,Salesforce
10948133,Inactive Investor,Christopher Clack,,"Horace Mann Investors, Inc.",christopher.clack@horacemann.com,,Salesforce
2866460,,Majid Abdy,,,majidbitabdy@gmail.com,,
10904224,Inactive Investor,Isaac Poplin,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Greenville SC 148 River St",isaac.poplin@wellsfargoadvisors.com,,Salesforce
217133,,STEVE KLOPP,President,Steve Klopp,steveklopp@comcast.net,,Event
9561888,,PAUL -,,,pepnc@frontier.com,,List import
9572377,,Jane Rahe,,,jane.rahe@53.com,,List import
11022327,Inactive Investor,Valerie Bullock,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",valerie.bullock@transamerica.com,,Salesforce
10996011,Inactive Investor,Scott Berney,,LPL Financial LLC North Haven CT 1 Saint John St,scott.berney@lpl.com,,Salesforce
10788161,Inactive Investor,Sulaiman Mayel,Private Client Advisor,J.P. Morgan Securities LLC Corona CA 360 N McKinley St,sulaiman.mayel@jpmorgan.com,,Salesforce
11203059,Inactive Investor,Daniel Pallesen,Private Wealth Manager,Creative Planning Gilbert AZ 400 E Rivulon Blvd,daniel.pallesen@creativeplanning.com,,Salesforce
10878032,Inactive Investor,Phillip Pierri,Vice President,"Osaic Wealth, Inc. Greenville OH 5116 Childrens Home Bradford Rd",,,Salesforce
10995677,Inactive Investor,Suchona Jackson,,J.P. Morgan Securities LLC Kingston NY 256 Plaza Rd,jahanur.begum@jpmorgan.com,,Salesforce
10764728,Inactive Investor,Sean Miller,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",sean.miller@nm.com,,Salesforce
11016343,Inactive Investor,Brandt Cybul,Portfolio Manager;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",brandt.cybul@ml.com,,Salesforce
10870903,Inactive Investor,Rose Thompson,Private Wealth Advisor;Vice President,"Commons Capital, LLC",rthompson@commonscapitaladvisors.com,,Salesforce
10795556,Inactive Investor,Timothy Lenhard,Principal,LPL Financial LLC Grosse Pointe MI 19810 Mack Ave,timothy.lenhard@lpl.com,,Salesforce
1005247,Inactive Investor,Raymond Ciccarelli,"Vice-President, Owner",Ciccarelli Advisory Services Inc,ciccadv@cas-rocny.com,(716) 383-0060,Manual List Upload
335117,,Scott Kimple,Sole Manager,Warrington Asset Management Llc,scott@warringtonasset.com,214-230-2100,Manual List Upload
10969997,Inactive Investor,Sharon King,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,sharonnicoleking@primerica.com,,Salesforce
10519,,Thomas Legall,,None,tlegall878@gmail.com,4242000267,
10986669,Inactive Investor,Christian Ford,,William Blair,cford@williamblair.com,,Salesforce
11118298,Inactive Investor,Mandi Kendall,,"U.S. Bancorp Investments, Inc. Chicago IL 1000 E 111th St",mandi.kendall@usbank.com,,Salesforce
10817055,Inactive Investor,Anthony Cifelli,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Lawrence Township NJ 1200 Lenox Dr",acifelli@ampf.com,,Salesforce
11115556,Inactive Investor,Lori Nicaretta,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MA 1414 Main St",lori.nicaretta@ml.com,,Salesforce
10613046,,Lewis Bordoley,"Assistant Vice President, Senior Financial Advisor, Vice President",,lewis.bordoley@ml.com,,List Import
9590311,,Paris Grant,,,grantparis076@gmail.com,,List import
11155498,Inactive Investor,Ralph Osborne,,GWN Securities Inc. Salisbury MD 106 Circle Ave,rosborne@gwnsecurities.com,,Salesforce
9573976,,Soren Simpson,,,soren.simpson95@gmail.com,,List import
10916740,Inactive Investor,Armando Farahani,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.farahani@fmr.com,,Salesforce
11077158,Inactive Investor,Stanley Kesilewski,,"Bankers Life Securities, Inc. Old Lyme CT 6 Vista Dr",stanley.kesilewski@bankerslife.com,,Salesforce
11118013,Inactive Investor,Kevin Clark,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 250 W Old Wilson Bridge Rd",kevin.r.clark@ampf.com,,Salesforce
10753663,Inactive Investor,James Aman,Financial Consultant,Thrivent Investment Management Inc. Saint Paul MN 939 Old Hwy 8 NW,james.aman@thrivent.com,,Salesforce
11126805,Inactive Investor,Audrey Glafkides,Chief Operating Officer;Regulatory Contact;Vice President,Mirador Capital Partners,audrey.glafkides@miradorcp.com,,Salesforce
11166350,Inactive Investor,Damaris Lopez-Connors,,"Allstate Financial Services, LLC Los Angeles CA 3653 1/2 S La Brea Ave",damarislopez@allstate.com,,Salesforce
10917479,Inactive Investor,Stephanie Trexler,Chief Compliance Officer;Financial Planner;Founder;Owner,Golden Goose Wealth Planning,,,Salesforce
11095166,Inactive Investor,Nancy Boo,Investment Advisor Representative;Vice President,"Chapin, Davis",nboo@chapindavis.com,,Salesforce
9546575,,Amints aslkjtgfb,,,paherol498@astarmax.com,,List import
10796074,Inactive Investor,Julie Meier,,Thrivent Investment Management Inc. Grand Island NE 3341 State St,julie.meier@thrivent.com,,Salesforce
338251,,Natalie Wright,"Equity Trader, Member","Pier Capital, Llc",natalie.wright@piercap.com,203-425-1450,Manual List Upload
10997297,Inactive Investor,Marisa Fortes,,J.P. Morgan Securities LLC Atlanta GA 708 Spring St NW,,,Salesforce
9601779,,Jai Vikram,,,jaivikram05@gmail.com,,List import
11094845,Inactive Investor,Heidi McCaigue,,UBS Financial Services Inc. Wellesley Hills MA 55 William St,heidi.mccaigue@ubs.com,,Salesforce
10816669,Inactive Investor,Leonard Wright,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",leonard.wright@nm.com,,Salesforce
11134062,Inactive Investor,Patrick Murphy,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",patrick.murphy@equitable.com,,Salesforce
10929742,Inactive Investor,Daniel Muster,Chief Compliance Officer;Investment Advisor Representative,"Queenbridge Capital, LLC",dan@queenbridgecapital.com,,Salesforce
11043564,Inactive Investor,Luis Subervi,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
57303,,James Spore,,"LaSalle St. Investment Advisors, L.L.C.",jspore@lasallest.com,,
11135497,Inactive Investor,Joseph Thibaut,,NYLIFE Securities LLC New Roads LA 2004 False River Dr,jthibaut@ft.newyorklife.com,,Salesforce
9562225,,Luiz Henrique Macedo,,,lhmacedo@gmail.com,,List import
10797746,Inactive Investor,Michael Peck,,"OFG Financial Services, Inc.",mikepeck@ofgfinancial.com,,Salesforce
10877703,Inactive Investor,Gavin Abrams,Assistant Vice President;Financial Analyst,Rockefeller Financial LLC,gabrams@rockco.com,,Salesforce
11000439,Inactive Investor,Roy Maltez,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,roy.maltez@primerica.com,,Salesforce
11179140,Inactive Investor,Janice Curlin,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,janice.curlin@gs.com,,Salesforce
9574432,,paul jones,,,herojo@live.com,,List import
10934740,Inactive Investor,Angel Tineo,,Citigroup Global Markets Inc. Woodside NY 5131 Northern Blvd,angel.tineo@citi.com,,Salesforce
11027433,Inactive Investor,Christopher Alman,Chief Compliance Officer;Founder,Equip Financial Partners,chris@equipfp.com,,Salesforce
346036,,Margaret Maclennan,"Principal, CFO",Spears Abacus Advisors Llc,mmaclennan@spearsabacus.com,212-230-9865,Manual List Upload
10827640,Inactive Investor,Arthur Springer,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Woodbury NY 135 Crossways Park Dr",arthur.springer@raymondjames.com,,Salesforce
9627569,,Lennon Duggan,,,lennonduggan@gmail.com,,List import
10877407,Inactive Investor,Aaron Channing,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",aaron.channing@nm.com,,Salesforce
10788080,Inactive Investor,Alexander Chychykaila,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,aliaksandr.chychykaila@fidelity.com,,Salesforce
10961208,Inactive Investor,Stephanie Aldred,,"Prudential Annuities Distributors, Inc",stephanie.aldred@prudential.com,,Salesforce
10914607,Inactive Investor,Michael Socha,Chief Executive Officer;Chief Investment Officer;Member,"Socha Financial Group, LLC",michael.socha@sochafinancial.com,,Salesforce
11039706,Inactive Investor,Haroutioun Bartanian,,PFS Investments Inc. Glendale CA 412 W Broadway,haroutioun.bartanian@primerica.com,,Salesforce
11040386,Inactive Investor,Benjamin Goethel,Partner;Senior Wealth Strategist,Private Wealth Asset Management Elkhorn NE 1901 Howard St,,,Salesforce
10842351,Inactive Investor,Charles Landgraf,,Cetera Advisors LLC Fort Collins CO 760 Whalers Way,charles.landgraf@ceteraadvisors.com,,Salesforce
10932449,Inactive Investor,James Washburn,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Logan UT 917 W 600 N",james.washburn@tfaconnect.com,,Salesforce
10786328,Inactive Investor,Richard Dubay,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,richard.dubay@fidelity.com,,Salesforce
10878220,Inactive Investor,Barbara Chiavaroli,,Fidelity Brokerage Services LLC,,,Salesforce
9608124,,Michael Parsons,,,michael.parsons@snet.net,,List import
11195056,Inactive Investor,Vernon Henifin,,"Centaurus Financial, Inc. Spokane WA 216 W Pacific Ave",,,Salesforce
22699,,Ari Nowacek,Principal,ARCH Venture Partners,anowacek@archventure.com,1-773-380-6600,Database Upload
11220174,,Kathleen Lemire,,,klemire@ayco.com,,Other
335209,,Michael Campion,Vice President,"Pgim Private Placement Investors, L.p.",michael.campion@prudential.com,973-802-8608,Manual List Upload
10782289,Inactive Investor,Colin Parks,Financial Advisor;Managing Director - Wealth Management;Vice President,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,colin.parks@ubs.com,,Salesforce
11187118,Inactive Investor,Robert Wayne,,Sigma Financial Corporation Lake Bluff IL 900 W North Shore Dr,,,Salesforce
9632394,,Estelle Jackson,,,aecjackson@att.net,,List import
11191522,Inactive Investor,Eric Allen,Co-Founder,"Allen Capital Group, LLC Grand Island NE 3032 W Stolley Park Rd",ej@allencapgroup.com,,Salesforce
10804512,Inactive Investor,Joseph Fuerst,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
248108,,Haoda Li,,[Unknown],haoda2@gmai.com,,Organic Search
10909597,Inactive Investor,Daniele Romeo,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 360 E 72nd St,daniel.romeo@jpmorgan.com,,Salesforce
9622823,,Donald Fekete,,,donfek66@gmail.com,,List import
11017460,Inactive Investor,Diana Slopow,Financial Advisor,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",,,Salesforce
11089198,Inactive Investor,Maureen Bryan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 1700 7th Ave",maureen.bryan@ml.com,,Salesforce
11020650,Inactive Investor,Jaclyn Moxley,,The Huntington Investment Company Rochester MI 200 E Auburn Rd,jaclyn.m.moxley@huntington.com,,Salesforce
11216956,,Sultan Khan,,,sultan.khan@nb.com,,Other
9584039,,Seungjun Park,,,com6030@naver.com,,List import
11028236,Inactive Investor,Liss Bravo,,J.P. Morgan Securities LLC Port Saint Lucie FL 1701 NW Saint Lucie West Blvd,liss.bravo@jpmorgan.com,,Salesforce
9641799,,Jason Ramirez,,,jasonmramirez@outlook.com,,List import
10948873,Inactive Investor,Jennifer Kendall,Advisor,"The Welch Group, LLC",jennifer@welchgroup.com,,Salesforce
11203552,Inactive Investor,Rafik Ghazal,Chief Executive Officer;Investment Advisor,Guardian Solutions,,,Salesforce
9632025,,Kenneth Zhan,,,august3377@gmail.com,,List import
11206243,Inactive Investor,Cecil Freeburne,,PFS Investments Inc. Upland CA 151 D St,cecil.freeburne@primerica.com,,Salesforce
9599647,,Albion Mak,,,albion.makolli@hotmail.com,,List import
10772885,Inactive Investor,Samuel Impastato,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",samuel_impastato@ml.com,,Salesforce
10820250,Inactive Investor,Aram Gomar,,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
11072013,Inactive Investor,Candice Wynn,,LPL Financial LLC Madison WI 5910 Mineral Point Rd,candice.wynn@lpl.com,,Salesforce
11254908,Inactive Investor,William Mcgowan,Chief Product Officer,"Stadion Money Management, LLC",,,Salesforce
10905175,Inactive Investor,Walter Brown,Senior Vice President,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
9552584,,Phil Bathols,,,philbathols@gmail.com,,List import
10868581,Inactive Investor,Zachary Springer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10779411,Inactive Investor,John Pulley,Financial Advisor;Investment Management Specialist;Senior Vice President - Wealth Management,Morgan Stanley Oakland CA 1999 Harrison St,john.pulley@morganstanley.com,,Salesforce
227159,, -,,[Unknown],miriam.rhein@colliers.com,,
9594874,,Debora Carswell,,,debora.carswell@evercore.com,,List import
208529,,David Chalupnik,"Managing Director, Equities Head, CFA","Nuveen Fund Advisors, Llc",david.chalupnik@nuveen.com,312-917-7700,Manual List Upload
11122637,Inactive Investor,Dylan Krezelak,Financial Advisor,LPL Financial LLC Helena MT 800 E 6th Ave,dylan.krezelak@lpl.com,,Salesforce
10844876,Inactive Investor,Dennis Mandel,,"Regal Securities, Inc. Milwaukee WI 250 E Wisconsin Ave",dmandel@regalsecurities.com,,Salesforce
3376708,,Vasiliy Karavaev,,,vasiliykaravaev@gmail.com,,Web Form Fillout
10853382,Inactive Investor,Jonathan Kress,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",jonathan.kress@schwab.com,,Salesforce
9543462,,Sara Krople,,,swalker116@hotmail.com,,List import
11076648,Inactive Investor,Derek Herlocker,Financial Advisor,Edward Jones Douglas GA 310 Madison Ave N,derek.herlocker@edwardjones.com,,Salesforce
10873884,Inactive Investor,Ryan Groves,Chief Compliance Officer;Principal,Black Swan Wealth Management,rgroves@blackswanwealth.com,,Salesforce
372349,,Jay St. Bully,,United States,jaystbully@gmail.com,,Salesforce
9586995,,Jeffrey McFarland,,,jeffrey.mcfarland@kestrafinancial.com,,List import
10901134,Inactive Investor,Joshua Chubb,,"Charles Schwab & Co., Inc. North Augusta SC Private Residence",,,Salesforce
10789749,Inactive Investor,Edward Shuck,,"Pruco Securities, LLC. Cumberland MD 14602 McMullen Hwy SW",edward.shuck@prudential.com,,Salesforce
206466,,?eljko Vodi?ka,,Å½eljko VodiÄ?ka,zvodicka@gmail.com,,Organic Search
11086564,Inactive Investor,Blaire Underwood,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",blaire.e.simmons@nm.com,,Salesforce
9627400,,Agstine Figueroa,,,gusf2k10@gmail.com,,List import
9553409,,Rob Bank,,,wantamme1@hot.ee,,List import
10913763,Inactive Investor,Chad Mueller,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",chad.mueller@cunamutual.com,,Salesforce
10855582,Inactive Investor,James Donahue,Financial Advisor,"Ameriprise Financial Services, LLC Hurst TX 1401 Precinct Line Rd",james.donahue@ampf.com,,Salesforce
10933712,Inactive Investor,Daniel Di Lella,,Innovation Partners LLC,,,Salesforce
10778154,Inactive Investor,James Louderbaugh,Financial Advisor;Portfolio Manager;Senior Director - Investments,Oppenheimer & Co. Inc. Springfield MO 4039 S Fremont Ave,james.louderbaugh@opco.com,,Salesforce
11062684,Inactive Investor,Erik Engebretson,Financial Advisor,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",erik.engebretson@wellsfargoadvisors.com,,Salesforce
10884213,Inactive Investor,Chad Reed,Financial Advisor,"Valeo Financial Advisors, LLC",cdreed@valeofinancial.com,,Salesforce
10835241,Inactive Investor,Debbie Freeman,Director - Financial Planning;Director - Tax and Financial Planning;Partner;Regulatory Contact,Peak Financial Advisors,,,Salesforce
101552,,Jason Bart,,CAPTRUST,jason.bart@captrust.com,(703) 584-6526,Organic Search
10774987,Inactive Investor,Kristen Faris,Team Administrator;Wealth Management Associate,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,kristen.faris@ubs.com,,Salesforce
10488931,,Stephanie Chininis,,J.P. Morgan Securities LLC Frisco TX 11551 Preston Rd,stephanie.chininis@jpmorgan.com,,List Import
10983932,Inactive Investor,Kevin Cavanaugh,,"U.S. Bancorp Investments, Inc. Vancouver WA 1613 Broadway St",,,Salesforce
9550026,,Tomasz Karmowski,,,tomasz.karmowski@gmail.com,,List import
11040705,Inactive Investor,Stephen Forrest,Founder;Member,Forrest Financial Services,sforrest@forrestfinancialservices.com,,Salesforce
11038513,Inactive Investor,Bradley Nauman,,PlanMember Securities Corporation Davenport IA 2210 E 52nd St,,,Salesforce
9579924,,Jill Decatur,,,jdecatur@ayco.com,,List import
10929181,Inactive Investor,Joel Christman,,NYLIFE Securities LLC Golden CO 1120 Washington Ave,jchristman@ft.newyorklife.com,,Salesforce
10913187,Inactive Investor,Nathan Sessions,Financial Advisor,Edward Jones Charlotte NC 1800 Central Ave,nathan.sessions@edwardjones.com,,Salesforce
10859108,Inactive Investor,Kristina Shue,,"Raymond James Financial Services, Inc. Salisbury NC 231 S Main St",kristina.shue@raymondjames.com,,Salesforce
9565883,,José Contreras,,,josecontrerasym@gmail.com,,List import
9617057,,Naomi Ayers -,,,naomi1981@mail.com,,List import
11019861,Inactive Investor,Rodney Williams,Chief Compliance Officer;Partner,Brown Investors Wealth Management,rodney@browninvestors.com,,Salesforce
11104385,Inactive Investor,Jeremiah Haselman,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",jeremiah.haselman@nm.com,,Salesforce
11260352,Inactive Investor,Michael Dennis,,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
11203791,Inactive Investor,Curt Clegg,,"Silver Oak Securities, Incorporated Louisville CO 357 McCaslin Blvd",cclegg@silveroaksecurities.com,,Salesforce
10874650,Inactive Investor,Tobin Nadeau,Financial Advisor,LPL Financial LLC South Burlington VT Private Residence,tobin.nadeau@lpl.com,,Salesforce
11014294,Inactive Investor,Matthew Smith,,LPL Financial LLC Fishers IN 12620 E 116th St,,,Salesforce
10991360,Inactive Investor,Lindsay Bobb,,Thrivent Investment Management Inc. Columbus OH 100 W Old Wilson Bridge Rd,lindsay.bobb@thrivent.com,,Salesforce
11255284,Inactive Investor,Ryan Chard,Senior Administrative Associate;Wealth Advisor,Wealth Advisors of Tampa Bay,rchard@wealthadvtb.com,,Salesforce
80166,,Brandon Ferree,Investment Advisor,Fisher Investments,b.ferree@fi.com,,
10909111,Inactive Investor,Toni Sams,,"First Heartland Capital, Inc. Parkersburg WV 1215 Avery St",tsams@firstheartland.com,,Salesforce
10509843,,Anna Ingram,,,annazingram@gmail.com,,List Import
10769902,Inactive Investor,Terry May,,"CFD Investments, Inc. Greenville OH 425 Memorial Dr",terry.may@cfdinvestments.com,,Salesforce
10845655,Inactive Investor,Katelyn Dolan,,Morgan Stanley Melville NY 58 S Service Rd,katelyn.dolan@morganstanley.com,,Salesforce
11212900,Inactive Investor,David Trimmer,Financial Advisor,Edward Jones Fairborn OH 2008 Commerce Center Blvd,david.trimmer@edwardjones.com,,Salesforce
9556098,,Kathryn Kennedy,,,kkennedy@hpmpartners.com,,List import
11114592,Inactive Investor,Eric Gruber,,"U.S. Bancorp Investments, Inc. Concord CA 1875 Willow Pass Rd",eric.gruber@usbank.com,,Salesforce
11261048,Inactive Investor,Margaret Sandy,Advisor,"The Welch Group, LLC",greta@welchgroup.com,,Salesforce
244450,,Chad Cunningham,Chief Investment Officer,IronHorse Capital LLC,ccunningham@goironhorse.com,16153248722,Manual List Upload
10874165,Inactive Investor,Mark Lohmann,Senior Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",mark.lohmann@bofa.com,,Salesforce
10987596,Inactive Investor,David Kim,,Citigroup Global Markets Inc.,,,Salesforce
10786245,Inactive Investor,Jared McGill,,"American Portfolios Financial Services, Inc. New York NY 1115 Broadway",jmcgill@americanportfolios.com,,Salesforce
2751950,,9720841740 Ravi Kumar,,,ravikumar9720841740@gmail.com,,
10854270,Inactive Investor,Grier May,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,grier.may@fmr.com,,Salesforce
11082061,Inactive Investor,Donald Young,Shareholder,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,dyoung@stonebridgecap.com,,Salesforce
11222425,,Josef Chiapelli,,,jchiapelli@cfnmail.com,,List Import
353199,,lucia peyser,Portfolio Manager,Citi,lucia.peyser@citi.com,,Event
11166428,Inactive Investor,Zachary Lewer,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",zachary.a.lewer@ml.com,,Salesforce
334854,,Justin Rabinowitz,"Chairman, Chief Executive Officer",Maxim Financial Advisors LLC,jrabinowitz@maximgrp.com,212-895-3500,Manual List Upload
9616865,,hector meza,,,mezahectorj@gmail.com,,List import
9575975,,Keith Haider,,,khaider@financialguide.com,,List import
9588185,,Sean Todd,,,seangtodd@emcadvisors.net,,List import
10764111,Inactive Investor,Robert Hoy,Financial Advisor;Managing Director;Managing Director - Wealth Management,UBS Financial Services Inc. York ME Private Residence,robert.hoy@ubs.com,,Salesforce
10870109,Inactive Investor,Jacob Petion,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10815370,Inactive Investor,Benjamin Cahill,Financial Advisor;Senior Portfolio Manager;Senior Vice President;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,ben.cahill@morganstanley.com,,Salesforce
10789479,Inactive Investor,Kelley Hutchison,,Goldman Sachs & Co. San Francisco CA 555 California St,kelley.lootens@gs.com,,Salesforce
9595918,,Philip Glennon,,,philip.glennon@hhg.net,,List import
10883289,Inactive Investor,Nicholas Punzio,Wealth Advisor,"Wealth Management Group, L.L.C.",nicholas.punzio@investwithwmg.com,,Salesforce
11042542,Inactive Investor,Zachary Berry,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",zachary.berry@nm.com,,Salesforce
10820069,Inactive Investor,Charles Valenti,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",chuck.valenti@nm.com,,Salesforce
11069129,Inactive Investor,Lawrence Albert,Financial Advisor,Commonwealth Financial Network Beverly MA Private Residence,lalbert@commonwealth.com,,Salesforce
11195493,Inactive Investor,Surabhi Sharma,,PFS Investments Inc. Newton NJ 93 Spring St,surabhi.sharma@primerica.com,,Salesforce
10783815,Inactive Investor,Eric Moen,,Cetera Investment Services LLC Galesville WI 16893 S Main St,,,Salesforce
11076841,Inactive Investor,Debra Dillon,Registered Associate,"Wells Fargo Advisors Financial Network, LLC Annapolis MD 326 1st St",debra.dillon@wfafinet.com,,Salesforce
11018682,Inactive Investor,Kassin Mosbrucker,,LPL Financial LLC Canby OR 486 NW 2nd Ave,,,Salesforce
10953429,Inactive Investor,David Kahn,Executive Managing Director;Managing Director,Pathstone Los Angeles CA 1900 Avenue of the Stars,dkahn@pathstone.com,,Salesforce
10619370,,James Cronin,,,james.k.cronin@morganstanley.com,,List Import
10644206,,Alexandra Fitzgarrald,,,alexandra.fitzgarrald@ubs.com,,List Import
11087675,Inactive Investor,Richard Davies,,LPL Financial LLC Columbia MD 8850 Columbia 100 Pkwy,richard.davies@lpl.com,,Salesforce
232370,, -,,[[Unknown]],aubert.alain@gmail.com,,
11257485,Inactive Investor,Charles Levinson,"Senior Vice President, Wealth Management",Sage Investment Advisers LLC,clevinson@sageinvestmentadvisersllc.com,845-240-1551,Salesforce
10800284,Inactive Investor,Mayurkant Shah,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,mayurkant.shah@jpmorgan.com,,Salesforce
11161694,Inactive Investor,Darryl Goolsby,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",darryl.goolsby@empower.com,,Salesforce
10867447,Inactive Investor,Melissa Winebarger,,"Raymond James & Associates, Inc.",melissa.winebarger@raymondjames.com,,Salesforce
11153086,Inactive Investor,Molly Martinez,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,msmartinez@rwbaird.com,,Salesforce
68956,,Erik Hanson,Financial Associate,Thrivent Investment Management Inc.,erik.hanson@thrivent.com,320-253-4382,
10922805,Inactive Investor,Yong Yang,Member,"Westlake Wealth Management, LLC",yyang@westlakewm.com,,Salesforce
10795271,Inactive Investor,Edward Lex,Financial Advisor,Edward Jones Springfield IL 2509 W Iles Ave,ed.lex@edwardjones.com,,Salesforce
9620995,,F H,,,filip.henriksson@essec.edu,,List import
11211347,Inactive Investor,Shalvindra Dutt,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Seattle WA 1819 NW Market St",,,Salesforce
9600307,,jamerson silva,,,jamersondareceita@gmail.com,,List import
10762646,Inactive Investor,Lynn Moeller,,Thurston Springer Financial,lynnmoeller@thurstonspringer.com,,Salesforce
353388,,James Angelakis,Chief Financial Officer,The 1911 Trust Company,jangelakis@1911trust.com,(978) 921-0452,List Import
11001363,Inactive Investor,Casaundra Ricker,,State Farm VP Management Corp. Talbott TN 6850 W Andrew Johnson Hwy,cassie.sentelle.k8jp@statefarm.com,,Salesforce
11138167,Inactive Investor,Christopher Wallace,Financial Advisor,Edward Jones Saint Louis MO 6555 Chippewa St,christopher.wallace@edwardjones.com,,Salesforce
10929239,Inactive Investor,Bradley Laffrey,Chief Compliance Officer;Director - Investments;Managing Principal,"Tamarack Capital Management, LLC",brad.laffrey@tamarackcapital.com,,Salesforce
10962744,Inactive Investor,David Roa,,Fidelity Brokerage Services LLC,,,Salesforce
11088855,Inactive Investor,Jason Norris,Regional Director,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",jason.norris@prudential.com,,Salesforce
10606798,,Christopher Taylor,Wealth Manager,"Cambridge Investment Research Advisors, Inc.",ctaylor@nettworth.net,641-472-5100,
10817222,Inactive Investor,Ronald Ashley,Financial Consultant,Thrivent Investment Management Inc. Perrysburg OH 1070 Commerce Dr,ronald.ashley@thrivent.com,,Salesforce
10781075,Inactive Investor,Thomas Dawson,,PNC Investments Bensalem PA 3707 Hulmeville Rd,thomas.dawson@pnc.com,,Salesforce
10997760,Inactive Investor,Ryan Searle,Financial Advisor,Edward Jones Salt Lake City UT 1100 E 6600 S,searle@edwardjones.com,,Salesforce
11093256,Inactive Investor,Brandon An,,Cetera Investment Services LLC Irvine CA 19540 Jamboree Rd,,,Salesforce
9573844,,Edward Detomaso,,,edward.detomaso@securitiesamerica.com,,List import
9606395,,Dell Curtis,,,atlantavoter@gmail.com,,List import
10616899,,Michael Ulanowski,,,michael.m.ulanowski@jpmorgan.com,,List Import
333772,,Larry Middleton,Executive Vice President,Stephens,lmiddleton@stephens.com,501-377-2000,Manual List Upload
10894363,Inactive Investor,Michael Pasco,Senior Financial Advisor,LPL Financial LLC Germantown MD 12914 Middlebrook Rd,michael.pasco@lpl.com,,Salesforce
10791058,Inactive Investor,Starr Moore,Chairman,"Checks & Balances, Inc. Atlanta GA 3330 Cumberland Blvd SE",starr@thefamilyoffices.com,,Salesforce
10489265,,David Seligman,,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",david.seligman@kirkland.com,,List Import
11164984,Inactive Investor,Zachary Johnson,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
11151572,Inactive Investor,Flynn Govern,Private Banker,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,flynn.o.govern@jpmorgan.com,,Salesforce
10882236,Inactive Investor,Brian Carney,Chief Executive Officer,RiversEdge Advisors,bcarney@riversedgeadvisors.com,,Salesforce
11067893,Inactive Investor,Joseph Mcallister,Associate Wealth Advisor,"Sterling Wealth Management, Inc.",joseph@sterlingwealthmanagement.com,,Salesforce
351268,,Carlos Aro,Vice President,Ponder Investment Co,caro@ponderco.com,615-690-5541,Manual List Upload
11118425,Inactive Investor,Benjamin Wozniak,,Commonwealth Financial Network Itasca IL 500 Park Blvd,bwozniak@commonwealth.com,,Salesforce
10897521,Inactive Investor,Anthony Lombardi,Financial Advisor,LPL Financial LLC Citrus Heights CA 5901 Sunrise Blvd,anthony.lombardi@lpl.com,,Salesforce
10970626,Inactive Investor,Eric Elmer,,Vanguard Marketing Corporation,eric_elmer@vanguard.com,,Salesforce
39828,,Richard Gleason,Financial Advisor,"Prime Capital Investment Advisors, Llc",rgleason@pciawealth.com,830-816-5131,Manual List Upload
9582567,,Mark Buckthorp,,,mark.buckthorp@gmail.com,,List import
10907761,Inactive Investor,Daniel Johnson,Investment Advisor Representative,"Royal Fund Management, LLC",djohnson@royalfundmanagement.com,,Salesforce
10845835,Inactive Investor,Catheren Diggins,,Key Investment Services LLC South Bend IN 4627 Miami St,cdiggins@kisinvestments.com,,Salesforce
248244,,Dorian GRIDINE,web3 content creator,monsieurabbit,monsieurabbit@hotmail.com,,Manual List Upload
9594123,,James Huerth,,,jhuerth@wccadvisors.com,,List import
10971809,Inactive Investor,Javier Busquetsnegron,,PFS Investments Inc. Guaynabo 2do Pisc Camino Alejandrino,,,Salesforce
9628190,,Michael Sorenson,,,michael.sorenson@lpl.com,,List import
11261187,Inactive Investor,Michael Lynch,Managing Director - Wealth Management,"Choreo, LLC New York NY 100 Park Ave",michael.lynch@choreoadvisors.com,,Salesforce
9425917,,Jason Coker,,,jasoncoker917@gmail.com,,Web form fillout
338254,,Mark Burnam,,"Second Half Financial Partners, Llc",mark@secondhalfteam.com,863-385-1101,Manual List Upload
10350001,,fay fay,,,fay.hb.34@gmail.com,,Web Form Fillout
11183302,Inactive Investor,Charles Johnson,,"International Assets Advisory, LLC Brownwood TX 201 W Adams St",,,Salesforce
10780426,Inactive Investor,Mary Greenwald,Financial Advisor;Vice President,Morgan Stanley Buffalo NY 450 Essjay Rd,mary.greenwald@morganstanley.com,,Salesforce
11181269,Inactive Investor,Gregory Andreopoulos,,Citigroup Global Markets Inc.,,,Salesforce
157749,,mikhail sprogis,,[Unknown],sprogism@gmail.com,,Organic Search
333244,,Ryan Matthews,,Cornerstone Companies,rmatthews@cornerstone-companies.com,,Manual List Upload
10808677,Inactive Investor,Zachary Hale,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
11233734,Inactive Investor,Jaware Robbins,,Fidelity Brokerage Services LLC,,,Salesforce
10695606,,Dutch Danley,,,dutchdanley3@gmail.com,,Web Form Fillout
9588729,,Larry Jakubowitz,,,ljakubowitz@brooker-cpa.com,,List import
7445966,,Jay Kwong,,,jkwonget@yahoo.com,,Web Form Fillout
344181,,Wen Lin,Associate,Brewster Financial Planning Llc,wlin@brewsterfp.com,646-249-9880,Manual List Upload
11118156,Inactive Investor,Erik Hulbert,,NYLIFE Securities LLC Fairbanks AK 110 Cushman St,ehulbert@ft.newyorklife.com,,Salesforce
11091455,Inactive Investor,David Combs,,"Kestra Investment Services, LLC Roswell GA 1243 Canton St",,,Salesforce
10923946,Inactive Investor,Christopher Mayes,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",cmayes@calton.com,,Salesforce
10810991,Inactive Investor,Robert Patten,Branch Manager;Portfolio Management Director;Senior Vice President,Morgan Stanley Mystic CT 12 Coogan Blvd,robert.patten@morganstanley.com,,Salesforce
11088397,Inactive Investor,Steven Dorko,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,,,Salesforce
10985743,Inactive Investor,Christian Prag,,Jefferies LLC,cprag@jefferies.com,,Salesforce
9632542,,Alistair Tweed,,,dymaxiontechnologyltd@protonmail.com,,List import
10854547,Inactive Investor,Anna Sitner,Private Client Advisor,J.P. Morgan Securities LLC Brooklyn NY 2623 E 17th St,anna.sitner@jpmorgan.com,,Salesforce
11152085,Inactive Investor,Dominic Venella,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",dominic.venella@bernstein.com,,Salesforce
11205564,Inactive Investor,Michael Martinek,,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,,,Salesforce
11002506,Inactive Investor,Kevin Carlton,Portfolio Advisor,"Buckingham Strategic Partners, LLC",kcarlton@buckinghamgroup.com,,Salesforce
11056960,Inactive Investor,Travis Tidwell,Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,ttidwell@rockco.com,,Salesforce
10918681,Inactive Investor,Randy Hebert,,"Cambridge Investment Research, Inc. Fort Mill SC 936 Market St",,,Salesforce
9634296,,Byron Brooks,,,cooley504@gmail.com,,List import
10972197,Inactive Investor,Jacob Aguilar,,J.P. Morgan Securities LLC Tulare CA 1079 E Prosperity Ave,jacob.a.aguilar@chase.com,,Salesforce
11095072,Inactive Investor,Robert Carpenter,Chief Compliance Officer;Chief Executive Officer;President,Baltimore-Washington Financial Advisors,rcarpenter@bwfa.com,,Salesforce
333410,,Aaron Stolpen,,Domani Wealth,aaron.stolpen@domaniwealth.com,,Manual List Upload
11160155,Inactive Investor,Jeri Evans,,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",jeri.evans@nm.com,,Salesforce
10999065,Inactive Investor,Robert Harscheid,,"Bankers Life Securities, Inc. Chantilly VA 4501 Singer Ct",robert.harscheid@bankerslife.com,,Salesforce
9576981,,Fady Abu Hanesh,,,abuhaneshfady99@gmail.com,,List import
334566,,H Wall,Founding Partner,"Wall Advisors, Inc.",lwall@walltitus.com,863-683-0708,Manual List Upload
11148532,Inactive Investor,Keith Willerman,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,kwillerman@ft.newyorklife.com,,Salesforce
10857975,Inactive Investor,Alexa Darbe,Member;Partner;Wealth Manager,"Northstar Financial Planning, LLC",alexa@northstarfp.com,,Salesforce
11095156,Inactive Investor,Kendra Johnson,Agency Owner;Agent;Retirement Planner,"Horace Mann Investors, Inc. Westminster CO 8774 Yates Dr",kendra.robinette@horacemann.com,,Salesforce
198316,,Mark Rauguth,"Managing Member, Chief Compliance Officer","Immaculate Wealth Management, Llc",mrauguth@immaculatewealth.com,480-776-3511,Manual List Upload
11228987,Inactive Investor,Mckenzie Bivins,Registered Branch Associate,Edward Jones McCook NE 310 W D St,,,Salesforce
11022700,Inactive Investor,Katelin Bartmann,Financial Advisor,Edward Jones Weatherford OK 212 W Main St,katie.bartmann@edwardjones.com,,Salesforce
9580077,,John Funk,,,jdfunk@financialguide.com,,List import
11175052,Inactive Investor,Kimberly Sabol,,"Avantax Investment Services, Inc. Rosemead CA 8450 Garvey Ave",,,Salesforce
10912174,Inactive Investor,Paul Apodaca,,Money Concepts Capital Corp Fullerton CA 1661 E Chapman Ave,papodaca@moneyconcepts.com,,Salesforce
10783943,Inactive Investor,Brandon Stoker,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 6350 N 24th St",brandon.stoker@schwab.com,,Salesforce
10803981,Inactive Investor,James Zapotocky,Financial Advisor;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",james.zapotocky@raymondjames.com,,Salesforce
60723,,Betty Pence,Financial Consultant,Thrivent Investment Management Inc.,betty.pence@thrivent.com,718-606-9396,
11068106,Inactive Investor,Joshua Tweedel,Financial Advisor,Edward Jones Lafayette LA 400 E Kaliste Saloom Rd,joshua.tweedel@edwardjones.com,,Salesforce
10807551,Inactive Investor,William Hardie,Financial Advisor,LPL Financial LLC Baton Rouge LA 4220 Bluebonnet Blvd,william.hardie@lpl.com,,Salesforce
11144600,Inactive Investor,Jennifer Harney-Read,Financial Advisor,"Osaic Institutions, Inc. Wellesley MA 448 Washington St",jennifer.read@osaicinstitutions.com,,Salesforce
344384,,Alex Lukesch,,"Madison International Realty Holdings, Llc",alukesch@madisonint.com,212-688-8777,Manual List Upload
9625956,,Justin Walton,,,walt1978just@gmail.com,,List import
343818,,Saad Hasan,Managing Director,Berkshire Partners Llc,shasan@berkshirepartners.com,617-227-0050,Manual List Upload
11154856,Inactive Investor,Warren Cox,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,warren.cox@ubs.com,,Salesforce
11138501,Inactive Investor,Daniel Pennise,Investment Advisor Representative,Commonwealth Financial Network Pittsford NY 1250 Pittsford Victor Rd,dpennise@commonwealth.com,,Salesforce
10902584,Inactive Investor,Richard Echevarria,Managing Director,"Transamerica Financial Advisors, Inc Cranford NJ 14 Commerce Dr",richard.echevarria@tfaconnect.com,,Salesforce
1559224,,Alexander Zambrano,,[Unknown],zambranoalexander@hotmail.com,,
10611525,,Ryan Pearl,Investment Advisor Representative,,r.pearl@lpl.com,,List Import
9566425,,Paul Krsek,,,paul@5twealth.com,,List Import
11027219,Inactive Investor,Susan Naylor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jonesboro AR 2000 Browns Ln Access Rd",susan_naylor@ml.com,,Salesforce
10952588,Inactive Investor,Brittany Noda,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10924651,Inactive Investor,Robert Howell,Financial Advisor,Edward Jones Cambridge OH 809 Steubenville Ave,mitch.howell@edwardjones.com,,Salesforce
10863560,Inactive Investor,Caroline Rearick,Financial Planner,"Pruco Securities, LLC. Du Bois PA Private Residence",caroline.rearick@prudential.com,,Salesforce
10879591,Inactive Investor,Pavan Wunnava,Investment Advisor,PNC Investments Voorhees NJ 11 Haddonfield Berlin Rd,pavan.wunnava@pnc.com,,Salesforce
11164377,Inactive Investor,Karl Biesinger,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
373777,,Jack Salamon,,[Unknown],firstcapital888@gmail.com,,source
11103645,Inactive Investor,Melissa Thomas,,LPL Financial LLC New Bedford MA 651 Orchard St,m.thomas@lpl.com,,Salesforce
9613333,,M. Gagarine -,,,michaelgagarine@gmail.com,,List import
11032350,Inactive Investor,Casey Davis,,"Fortune Financial Services, Inc. Fayetteville TN Private Residence",cdavis@fortunefinancialservices.com,,Salesforce
9588051,,Amy Johnson,,,fortblackberry@gmail.com,,List import
11016139,Inactive Investor,Matthew Keating,Analyst;Portfolio Manager,Saratoga Research & Investment Management,,,Salesforce
11115017,Inactive Investor,William Holland,,PFS Investments Inc. Moreno Valley CA 24099 Postal Ave,wholland@primerica.com,,Salesforce
10871229,Inactive Investor,Joan Zorena,Wealth Strategy Associate,UBS Financial Services Inc. New Haven CT 265 Church St,joan.zorena@ubs.com,,Salesforce
11030255,Inactive Investor,Belete Alemu,Financial Advisor,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",belete.alemu@valic.com,,Salesforce
9592383,,Matthew Swendiman,,,mswendiman@keybridgecompliance.com,,List import
9565912,,Theblackman4431@Gmail.com -,,,theblackman4431@gmail.com,,List import
11198897,Inactive Investor,Karen Foley,,J.P. Morgan Securities LLC Naperville IL 2503 W 75th St,karen.foley@jpmorgan.com,,Salesforce
11229687,Inactive Investor,Jeffrey Kim,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",jeffrey.kim@nm.com,,Salesforce
10926577,Inactive Investor,Lin Zhong,,Goldman Sachs & Co.,,,Salesforce
10974231,Inactive Investor,Nicolas Dumas,Financial Planner,"Retirement Planning Group, LLC",ndumas@rpgretire.com,,Salesforce
6066437,,Billy Watson,,,umvwrdh@triots.com,,Web Form Fillout
11034600,Inactive Investor,Colby Mccurdy,,"Allstate Financial Services, LLC Ponchatoula LA 760 W Pine St",colbymccurdy@allstate.com,,Salesforce
10930545,Inactive Investor,Robert Coletta,,"Osaic Wealth, Inc. Santa Rosa Beach FL 68 Brian Cir",,,Salesforce
10656924,,Glen Francis,,,glen.francis@ceterafs.com,,List Import
246220,,Not Provided,Director,I Pont and Assoc.,ian_pont@rogers.com,,Manual List Upload
223110,,Samirah Jugoo,Lecturer In Finance,[Unknown],samirahjugoo@yahoo.co.uk,,Webinar
11167161,Inactive Investor,Keith Dilloway,,Cetera Advisor Networks LLC San Diego CA 655 W Broadway,,,Salesforce
10510823,,Rick Goldberg,Chief Financial Officer,S&P GLOBAL INC,richard.goldberg@spglobal.com,,List Import
11140447,Inactive Investor,Marc Lennon,Investment Advisor Representative,Commonwealth Financial Network Madison CT 129 Samson Rock Dr,mlennon@commonwealth.com,,Salesforce
10946413,Inactive Investor,Bezawit Dessyalew,Relationship Manager;Vice President,HSBC Securities (USA) Inc. Washington DC 802 7th St NW,bezawit.e.dessyalew@us.hsbc.com,,Salesforce
11005941,Inactive Investor,Francesco Livoti,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,,,Salesforce
10791762,Inactive Investor,Karin Jackman,Wealth Management Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,karin.jackman@ubs.com,,Salesforce
11157644,Inactive Investor,Ari Weber,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",ari.weber@ml.com,,Salesforce
10992849,Inactive Investor,Mian Rashid,,J.P. Morgan Securities LLC Nanuet NY 250 S Middletown Rd,mian.rashid@jpmorgan.com,,Salesforce
11156908,Inactive Investor,Brandon Mcbeth,Financial Professional,"Equitable Advisors, LLC Wichita KS 2131 N Collective Ln",brandon.mcbeth@equitable.com,,Salesforce
11179182,Inactive Investor,Michael Skagen,,Cetera Advisors LLC Renton WA 5209 NE 24th St,michael.skagen@ceteraadvisors.com,,Salesforce
11014314,Inactive Investor,Kimberly Epps,,J.P. Morgan Securities LLC Shreveport LA 5959 W 70th St,kimberly.epps@jpmorgan.com,,Salesforce
10946830,Inactive Investor,Amanda Albaladejo,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
10767037,Inactive Investor,Melissa Steele,Senior Client Specialist,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,msteele@rwbaird.com,,Salesforce
10892379,Inactive Investor,Sara Dickson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",sara.young@tfaconnect.com,,Salesforce
10799104,Inactive Investor,Josette Dugue,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,josette.dugue@primerica.com,,Salesforce
10658014,,James Andresen,,,jim.andresen@countryfinancial.com,,List Import
11032756,Inactive Investor,Richard Stone,Financial Advisor;Regional Director,Berger Financial Group Springfield IL 1201 S Veterans Pkwy,rik@bergerfinancial.com,,Salesforce
11161948,Inactive Investor,Jeffrey Mercer,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",jeff.mercer@wellsfargoadvisors.com,,Salesforce
10794840,Inactive Investor,Charles Pockras,Financial Advisor,Edward Jones Circleville OH 610 Northridge Rd,charles.pockras@edwardjones.com,,Salesforce
10889260,Inactive Investor,William Germanakos,,"Lebenthal Financial Services, Inc.",,,Salesforce
11081897,Inactive Investor,Keri Esmon,,"Allstate Financial Services, LLC Edmond OK 1501 N Santa Fe Ave",kesmon@allstate.com,,Salesforce
11229278,Inactive Investor,Christopher Fluehr,Trust Consultant,"Raymond James & Associates, Inc.",,,Salesforce
10762121,Inactive Investor,Lindsey Stewart,Financial Advisor,Morgan Stanley Kansas City MO 4520 Main St,lindsey.stewart@morganstanley.com,,Salesforce
372052,,alex zandi,,United Kingdom,us2012ebay@gmail.com,,Salesforce
10657393,,Amanda Kreutzer,,,amanda.j.conroy@chase.com,,List Import
10812337,Inactive Investor,David Boon,Chief Financial Officer,Eagle Capital Management LLC,dboon@eaglecap.com,,Salesforce
2784138,,Rajendra thakur Rajendra Lodhi,,,rajendralodhi934392@gmail.com,,
9635490,,Kevin Simpson,Associate,Kainos (tx) Capital Lp,ksimpson@kainoscapital.com,,List import
198513,,Ed Dutkiewicz,,[Unknown],ekdman@frontier.com,,
11054280,Inactive Investor,Ryan Barton,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,ryan.barton@fidelity.com,,Salesforce
10826748,Inactive Investor,Joseph Sullivan,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",joseph.m.sullivan@ampf.com,,Salesforce
236699,, -,,[[Unknown]],don.nusz@yahoo.com,,
334142,,Timothy Murphy,Chief Financial Officer,Maxim Financial Advisors Llc,tmurphy@maximgrp.com,212-895-3500,Manual List Upload
9616852,,Jonathan Quenneville,,,johnythecat@gmail.com,,List import
11105957,Inactive Investor,Aaron Wassenaar,Managing Member;Shareholder,Action Point Retirement Group LLC Wayland MI 121 S Main St,aaron@actionpoint-retirement.com,,Salesforce
10994768,Inactive Investor,Mackenzie Cruz,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,mackenzie_cruz@vanguard.com,,Salesforce
11228958,Inactive Investor,Shantaya Cowan,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10910532,Inactive Investor,Miles Harkleroad,,Lincoln Investment Salt Lake City UT Private Residence,mharkleroad@lincolninvestment.com,,Salesforce
11101126,Inactive Investor,Judy Thompson,Financial Advisor,LPL Financial LLC Batavia NY 216 E Main St,judy.thompson@lpl.com,,Salesforce
10605550,,Juwariyah Leny triaviani,,,juwariyahjuwari26@gmail.com,,Web Form Fillout
92027,,Theresa Schmidt,Data Analyst II,Concur,tcmaramba@gmail.com,,
5483526,,mii na na,,,tariw56963@cnogs.com,,Web Form Fillout
11048889,Inactive Investor,Ryan Monette,Financial Advisor;Member;Team Lead,Savant Wealth Management,rmonette@savantwealth.com,,Salesforce
10756518,Inactive Investor,David Krumdieck,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",max.krumdieck@ml.com,,Salesforce
10935467,Inactive Investor,Kayla Hinkle,Financial Advisor;Vice President;Wealth Advisor,J.P. Morgan Securities LLC Palm Beach Gardens FL 3825 Pga Blvd,kayla.hinkle@jpmorgan.com,,Salesforce
9633346,,Iago Brito,,,britoiago144@gmail.com,,List import
10956562,Inactive Investor,Chad Rogers,Chief Operating Officer,Practice Financial Group,chad@practicefinancialgroup.com,,Salesforce
10612935,,Michael Fischer,Financial Advisor,,michael.fischer@lpl.com,,List Import
10821152,Inactive Investor,Jennifer Fissette,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",jennifer.m.fissette@ampf.com,,Salesforce
11076185,Inactive Investor,Hayward Giraud,Financial Advisor;Vice President,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,hayward.giraud@jpmorgan.com,,Salesforce
10961055,Inactive Investor,Allison Plunk,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11185506,Inactive Investor,Joy Trotter,,State Farm VP Management Corp.,,,Salesforce
9551792,,Ryan Wilder,,,ryan.wilder@point72.com,,List import
11023047,Inactive Investor,Alexander Borowiec,,"M Holdings Securities, Inc. Madison NJ 266 Main St",,,Salesforce
9577312,,Bharath Vemala,,,bharathvr@gmail.com,,List import
10820713,Inactive Investor,Leeann Azzara,,Morgan Stanley Denver CO 1550 Market St,,,Salesforce
11206844,Inactive Investor,Thomas Berger,,"FBL Marketing Services, LLC Rapid City SD 550 N 5th St",thomas.berger@fblfinancial.com,,Salesforce
10803797,Inactive Investor,James Kelly,,"Osaic Wealth, Inc. Commack NY 58 Vanderbilt Motor Pkwy",,,Salesforce
10487434,,Hilary Bergman,"Chief Compliance Officer, Chief Executive Officer","Pelion Investment Advisors, Inc.",hbergman@peliongroup.com,,List Import
11131535,Inactive Investor,Susan McAdams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 4500 Amon Carter Blvd",,,Salesforce
9568700,,Tiffany Ng,,,tiffanyng@corneshk.com,,List import
9545545,,Steve Derezinski,,,sjd@platformtechnologyventures.com,,List import
10806464,Inactive Investor,Brett Williams,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,brett.t.williams@ubs.com,,Salesforce
10948387,Inactive Investor,Matthew Mithoefer,Financial Advisor;Office Manager,"Faith Financial Advisors, Inc.",mattm@faithfin.com,,Salesforce
10851832,Inactive Investor,Brandon Rainey,Financial Advisor,Edward Jones McKinney TX 321 N Central Expy,chad.rainey@edwardjones.com,,Salesforce
9579509,,Carey Stansbury,,,carey.stansbury@royalaa.com,,List import
10893854,Inactive Investor,Daniel Thyfault,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,danny.thyfault@fmr.com,,Salesforce
10942551,Inactive Investor,Mindy Stoulis Aguirre,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,mindystoulisaguirre@statefarm.com,,Salesforce
57815,,Donna Fosdick-Bauman,Financial Consultant,Thrivent Investment Management Inc.,donna.fosdick-baumann@thrivent.com,260-724-4222,
11057713,Inactive Investor,Mariya Dmitriev,,Vanguard Marketing Corporation,mariya_dmitriev@vanguard.com,,Salesforce
10963580,Inactive Investor,Thomas Turner,,"Northwestern Mutual Investment Services, LLC Salem WI 7137 236th Ave",thomas.turner@nm.com,,Salesforce
10928200,Inactive Investor,Samitha Kukkillaya,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",samitha.kukkillaya@tiaa.org,,Salesforce
11052931,Inactive Investor,Allen Carr,Financial Advisor,"MML Investors Services, LLC Lancaster PA 114 Foxshire Dr",awcarr@financialguide.com,,Salesforce
11177555,Inactive Investor,Andrew Frattaroli,Client Relationship Manager;Wealth Management Associate,Wealthspire Advisors Boca Raton FL 150 E Palmetto Park Rd,andrew.frattaroli@wealthspire.com,,Salesforce
11236787,Inactive Investor,Matthew Bean,Client Advisor,"CW Advisors, LLC",mbean@cwadvisorsgroup.com,,Salesforce
11195923,Inactive Investor,Kevin Gibson,,Citigroup Global Markets Inc.,,,Salesforce
11109368,Inactive Investor,Giovanni Sansalone,,Goldman Sachs & Co.,giovanni.sansalone@gs.com,,Salesforce
10860205,Inactive Investor,Alexandra Browne,Chief Development Officer;Senior Managing Director,Lido Dallas TX 2101 Cedar Springs Rd,,,Salesforce
11158727,Inactive Investor,Judith Garber,,"Kestra Investment Services, LLC Elmhurst IL 132 N York St",,,Salesforce
11081471,Inactive Investor,Larissa Miller,,Vanguard Marketing Corporation,larissa_miller@vanguard.com,,Salesforce
11217039,,Jeffrey Hunn,,,jeffrey.hunn@nb.com,,Other
11158400,Inactive Investor,Lowell Brock,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,kyle.brock.yix5@statefarm.com,,Salesforce
9548093,,Matt Moody,,,mmoody@mackenziefinancial.com,,List import
10879866,Inactive Investor,Nataly Brito,,J.P. Morgan Securities LLC Downey CA 10200 Paramount Blvd,nataly.brito@jpmorgan.com,,Salesforce
10955561,Inactive Investor,Scott Hollowell,Financial Advisor,"Independent Advisor Alliance, LLC Peachtree City GA 2011 Commerce Dr N",,,Salesforce
11231083,Inactive Investor,Peter Fitzgerald,Financial Professional,LPL Financial LLC San Diego CA 4707 Executive Dr,pete.fitzgerald@lpl.com,,Salesforce
339423,,Daniel Melendez,,Non company,danny25m@optonline.net,9174143810,
10981594,Inactive Investor,Andrew Schwarz,Financial Analyst;Portfolio Manager,Summit Wealth Group LLC,aschwarz@summitwg.com,,Salesforce
10982961,Inactive Investor,Eugenio Puy,,J.P. Morgan Securities LLC Brooklyn NY 1640 86th St,eugenio.puy@chase.com,,Salesforce
11180750,Inactive Investor,Kevin Roche,Investment Advisor,LifeMark Securities Corp. Hibbing MN 2022 1st Ave,krochejr@lifemark.com,,Salesforce
372185,,Lucas Heringer de Oliveira,,Brazil,heringer27@gmail.com,5.52299E+12,Twitter
10944686,Inactive Investor,John Harlan,Chief Operations Officer;Operations Manager;Regulatory Contact,"Alpha Principle, LLC",john.harlan@alphaprinciple.com,,Salesforce
10913912,Inactive Investor,Bryan Baker,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",bryan.baker@ampf.com,,Salesforce
10971963,Inactive Investor,Jessica Mask,,"VALIC Financial Advisors, Inc. Birmingham AL 3535 Grandview Pkwy",jessica.mask@valic.com,,Salesforce
9629420,,Peter Sinkovec,,,dr.bassti@gmail.com,,List import
11089429,Inactive Investor,Chris Kolbenstetter,,LPL Financial LLC Lebanon OH 2 N Broadway,chris.kolbenstetter@lpl.com,,Salesforce
10789894,Inactive Investor,Brian Snyder,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",brian.snyder@wellsfargoadvisors.com,,Salesforce
11017608,Inactive Investor,Allison Mahar,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",allison.mahar@ml.com,,Salesforce
11009687,Inactive Investor,Joann Martinez,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jmartinez3@tiaa.org,,Salesforce
9505666,,MATTHEW Winn,,,mbw73080@gmail.com,,Web Form Fillout
10848308,Inactive Investor,Jieling Huang,,NYLIFE Securities LLC Brighton MA Private Residence,jielinghuang@ft.newyorklife.com,,Salesforce
10993112,Inactive Investor,Titus Huang,Relationship Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 3431 California St",titus.huang@wellsfargo.com,,Salesforce
10986456,Inactive Investor,Brett Thompson,Compliance Services,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10896203,Inactive Investor,Joshua Hoffschneider,,Country Capital Management Company Scottsdale AZ 9835 E Bell Rd,j.hoffschneider@countryfinancial.com,,Salesforce
9572618,,Kenneth Stephenson,,,kenneth@completefinancialsolutions.org,,List import
10843013,Inactive Investor,Brett Adams,Financial Advisor,Edward Jones Carroll IA 1205 W US Hwy 30,brett.adams@edwardjones.com,,Salesforce
248933,,Raul Gonzalez,CEO,Octopus Capital,raul.glz@gmail.com,(998) 214-8698,Manual List Upload
225736,, -,,[[Unknown]],jayleininger1116@gmail.com,,Initial Salesforce Import
10948239,Inactive Investor,Christopher Cahoon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10976633,Inactive Investor,Wendi Valles,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,,,Salesforce
11089629,Inactive Investor,Hui Peng,,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",hui.peng@prudential.com,,Salesforce
10794258,Inactive Investor,Juan Feliz,Vice President,PFS Investments Inc. New York NY 469 7th Ave,juan.feliz@primerica.com,,Salesforce
10909583,Inactive Investor,Lourdes Fernandez,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
11155525,Inactive Investor,Kenneth Bellicot,,State Farm VP Management Corp. Saint Cloud MN 2904 Roosevelt Rd,kennethbellicot@statefarm.com,,Salesforce
10894594,Inactive Investor,Corinne Jones,,Cetera Investment Services LLC Fort Worth TX 100 Lexington St,,,Salesforce
10808881,Inactive Investor,Paul Gesko,Partner;President,"Miller, Gesko & Company Inc.",prgesko@millergesko.com,,Salesforce
11187258,Inactive Investor,Paul Leapaldt,,Thrivent Investment Management Inc. Bend OR 2446 NE Division St,pleapaldt@pksinvest.com,,Salesforce
155092,,Igor Odz,,[Unknown],igorortiz000@gmail.com,,Paid Social
10773920,Inactive Investor,Luciana Allam,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",luciana_allam@ml.com,,Salesforce
336641,,Jess Rhatigan,Business Solutions Advisor,Accel Wealth Management Llc,jrhatigan@acceladvantage.com,319-596-1101,Manual List Upload
10861866,Inactive Investor,Nicole Sam,,J.P. Morgan Securities LLC Houston TX 500 Dallas St,nicole.sam@jpmorgan.com,,Salesforce
11238255,Inactive Investor,Craig Halla,,The Molpus Woodlands Group,challa@molpus.com,,Salesforce
11097281,Inactive Investor,Jason Patel,,"Raymond James Financial Services, Inc. Wheaton IL 1776A S Naperville Rd",jason.patel@raymondjames.com,,Salesforce
11088254,Inactive Investor,Laura Tayloe,Private Client Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",,,Salesforce
345045,,William Hollan,Security Holder,Arbor Investment Advisors,billhollan@arborinvest.com,336-777-1677,Manual List Upload
11200081,Inactive Investor,Eric Haas,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Member,Altruist Financial Advisors LLC,,,Salesforce
9634175,,nick roberts,,,gary19f@yandex.ua,,List import
9594858,,Jim Milligan,,,jim@bakerstreetadvisors.com,,List import
10857433,Inactive Investor,Mally Burton,Director;Financial Advisor,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,mally.burton@ubs.com,,Salesforce
10820679,Inactive Investor,Mark Hiramoto,,"Raymond James Financial Services, Inc. Honolulu HI 1000 Mapunapuna St",mark.hiramoto@raymondjames.com,,Salesforce
11138614,Inactive Investor,Lindsay Shappee,Banker;Vice President,J.P. Morgan Securities LLC Austin TX 405 Colorado St,lindsay.shappee@jpmorgan.com,,Salesforce
11028247,Inactive Investor,Hanh Nguyen,,J.P. Morgan Securities LLC Renton WA 150 Logan Ave S,hanh.nguyen@jpmorgan.com,,Salesforce
11097934,Inactive Investor,Gabriel Trasatti,Chief Compliance Officer;Financial Specialist;Member;Principal,"Trasatti Wealth Planning, LLC",gtrasatti@trasattiwp.com,,Salesforce
9621769,,My Lord Ross Rosenzweig,,,ross.rosenzweig@gmail.com,,List import
217730,,Brian Murray,,[Unknown],brianm129@gmail.com,,Direct
11236365,Inactive Investor,Kurt Durrwachter,Managing Director;Senior Wealth Advisor,"Dakota Wealth, LLC Sartell MN 2454 8th Ave S",kdurrwachter@dakotawm.com,,Salesforce
10921130,Inactive Investor,Jabbar Jamison,Investment Advisor Representative,"MML Investors Services, LLC Charlotte NC 4350 Congress St",jjamison@financialguide.com,,Salesforce
11017519,Inactive Investor,Kevin Keeley,,LPL Financial LLC,kevin.keeley@lpl.com,,Salesforce
11080991,Inactive Investor,Catherine Wash,Business Development Specialist;Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,cathy.wash@ubs.com,,Salesforce
10783668,Inactive Investor,Jennifer Tyus,,"Raymond James & Associates, Inc.",jennifer.poliseno@raymondjames.com,,Salesforce
9562016,,Erick Vivas,,,erickvivas.ng@gmail.com,,List import
10892104,Inactive Investor,Christopher Horton,Financial Advisor,Edward Jones Charlotte NC 9651 Brookdale Dr,seth.horton@edwardjones.com,,Salesforce
11190535,Inactive Investor,Josue Kersaint,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9647566,,Frank Fanelli,,,ffanelli@redoakcapitalmanagement.com,,List import
10909053,Inactive Investor,Tanya Nichols,Chief Compliance Officer;Founder;Managing Principal;President,"Align Financial, LLC",tanya@align.financial,,Salesforce
10819208,Inactive Investor,Mary Peck,,J.P. Morgan Securities LLC,mary.peck@jpmorgan.com,,Salesforce
9609418,,Lawrence Patrick,,,cropdoctoral@gmail.com,,List import
11056819,Inactive Investor,Elliott Gee,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,elliott.gee@fidelity.com,,Salesforce
10909185,Inactive Investor,Bryan Powell,,"Principal Securities, Inc. Mount Pleasant SC 1501 Belle Isle Ave",powell.bryan@principal.com,,Salesforce
11155277,Inactive Investor,Roy Tepper,,"Capitol Securities Management, Inc. Glen Allen VA 4050 Innslake Dr",rtepper@capitolsecurities.com,,Salesforce
10982191,Inactive Investor,Lindsay Harlow,,"Citizens Securities, Inc. Boston MA 28 State St",lindsay.harlow@citizensbank.com,,Salesforce
10776720,Inactive Investor,Harold Porter,Chief Financial Officer;Partner;Principal;Shareholder,Summit Wealth and Retirement Partners,hal@swrpteam.com,,Salesforce
242316,,Evgeny Tarakanov,CFO,[Unknown],findir@bilarex.com.cy,35799092543,Database Upload
11150896,Inactive Investor,Michael Cohen,First Vice President;Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",michael.cohen@raymondjames.com,,Salesforce
11220132,,Sam DeGreen,,,sam.degreen@allworthfinancial.com,,Other
10753332,Inactive Investor,Robert Federici,,Cetera Advisors LLC Red Bank NJ 30 Broad St,robert.federici@ceteraadvisors.com,,Salesforce
11117083,Inactive Investor,Nicole Eliopoulos,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
10645557,,Carrie Murphy,,,cam@mesirowfinancial.com,,List Import
11044517,Inactive Investor,Christopher Tipa,,J.P. Morgan Securities LLC New Hyde Park NY 2335 New Hyde Park Rd,chris.tipa@jpmorgan.com,,Salesforce
1002169,Inactive Investor,Tom Israel,Chairman & CEO,Ingleside Investors,tisrael@inglesidellc.com, +1 212 634 3366,
9541455,,Michael Helveston,,,mike@rodgers-associates.com,,List import
11262302,Inactive Investor,Katie Talati,,Katie Talati,katie@ar.ca,,Warm Lead
3352103,,Leonardo Sevillano,,,leonardosevillano711@gmail.com,,Web Form Fillout
10918897,Inactive Investor,James Quinlan,Investment Advisor Representative,Commonwealth Financial Network Plymouth MA 1 Village Grn N,jquinlan@commonwealth.com,,Salesforce
9584900,,Dwight Butler,,,butlerboy777@icloud.com,,List import
10771100,Inactive Investor,John Dickerson,Financial Advisor,Edward Jones Bay City TX 2230 Avenue F,john.dickerson@edwardjones.com,,Salesforce
10790280,Inactive Investor,Larry Foster,Financial Advisor,"MML Investors Services, LLC Greensboro NC 300 N Greene St",lgfoster@financialguide.com,,Salesforce
11034829,Inactive Investor,Thomas Harbour,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 10050 NW 1st Ct",thomas.2.harbour@ampf.com,,Salesforce
9631804,,Mike Petrunich,,,mpetrunich@yahoo.com,,List import
10906573,Inactive Investor,Alan Foster,,Commonwealth Financial Network Littleton NH Private Residence,afoster@commonwealth.com,,Salesforce
218889,,Dan Daly,,[Unknown],danielgdaly@gmail.com,,
9541907,,Frank Beck,,,frank@beckcapitalmgmt.com,,List import
10901804,Inactive Investor,Philip Ruggio,Financial Professional,"MML Investors Services, LLC Chicago IL 8012 S Crandon Ave",pruggio@financialguide.com,,Salesforce
344711,,Charles Grant,Partner,Lexington Partners L.p.,crgrant@lexpartners.com,212-754-0411,Manual List Upload
141946,,Thomas Watts,"Chairman, CIO",Watts Capital Partners Llc,twatts@wattscapital.com,212-735-8921,Manual List Upload
9644716,,Arshia Khodadadi,,,arshia.kh8118@gmail.com,,List import
11104953,Inactive Investor,Mary Gardiner,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley,mary.g.gardiner@morganstanley.com,,Salesforce
222828,,MarQuis Trill,,[Unknown],marquis@entertainment258.com,,source
9608589,,Matthew Scharpnick,,,mscharpnick@gmail.com,,List import
10947569,Inactive Investor,Chase Conti,Senior Investment Analyst,Waldron Private Wealth,,,Salesforce
11172546,Inactive Investor,Anthony Silvio,,"TradeStation Securities, Inc. New York NY 2 Wall St",asilvio@tradestation.com,,Salesforce
11035061,Inactive Investor,Mark White,,"FBL Marketing Services, LLC Newton IA 425 1st Ave E",mark.white@fblfinancial.com,,Salesforce
11228578,Inactive Investor,Jason Howard,Vice President,J.P. Morgan Securities LLC Sacramento CA 4741 Madison Ave,,,Salesforce
10866374,Inactive Investor,John Johnson,,Morgan Stanley Bradenton FL Private Residence,,,Salesforce
11193194,Inactive Investor,Gabrielle Bolone,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9623415,,Alyssa Choppy,,,alyssa@rtnbk.com,,List import
9568635,,Duncan Graham,,,dcgraham1@hotmail.co.uk,,List import
110512,,Lee Smyth,,Loughton Contracts Plc,lee@loughtoncontracts.com,7703132332,Organic Search
77078,,Lesley Ott,Chief Compliance Officer,James Capital Alliance Inc,lott@jamescapital.com,937-429-7384,
11153601,Inactive Investor,Sherlyn Keegan,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,sherry.keegan@fmr.com,,Salesforce
11183265,Inactive Investor,Brian Harrer,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",brian.harrer@usbank.com,,Salesforce
10810026,Inactive Investor,Sabrina Wiesel-Crammer,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Red Bank NJ 77 Broad St",sabrina.crammer@ml.com,,Salesforce
11184628,Inactive Investor,Trevor Popovitch,,Cetera Investment Services LLC New Wilmington PA 135 E Neshannock Ave,,,Salesforce
9592228,,Argirios Kiriazidis,,,akiriazidis@formulagrowth.ca,,List import
10882504,Inactive Investor,Matthew Hineman,,Fidelity Brokerage Services LLC Haslet TX Private Residence,matthew.hineman@fmr.com,,Salesforce
11161391,Inactive Investor,Brian Davis,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
44092,,Michelle Lessmann,Financial Associate,Thrivent Investment Management Inc.,michelle.lessmann@thrivent.com,712-293-1601,
11217262,,Jeffrey Hall,,,jhall@lincolninvestment.com,,Other
223337,,Monika Kray,CEO,Brextazy official ltd,mkray@brextazy.com,,
11197404,Inactive Investor,David Gragg,,"Farmers Financial Solutions, LLC Springfield MO 510 N West Byp",,,Salesforce
10799079,Inactive Investor,Nathaniel Krakow,Private Wealth Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 111 Maplewood Ave",nathaniel.i.krakow@ampf.com,,Salesforce
349322,,Elise Murphy,Financial Planner,"Level Financial Advisors, Inc.",emurphy@levelfa.com,716-634-6113,Manual List Upload
11212152,Inactive Investor,Gordon Semeniuk,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 13024 Ballantyne Corporate Pl,gordon.semeniuk@ubs.com,,Salesforce
9644853,,Kendall Finlay,,,kendallfinlay@gmail.com,,List import
10984061,Inactive Investor,Halida Sher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chevy Chase MD 6822 Wisconsin Ave",halida.sher@ml.com,,Salesforce
11102975,Inactive Investor,Grace Haverkamp,,"Gradient Securities, LLC Hoyt KS Private Residence",ghaverkamp@gradientsecurities.com,,Salesforce
11103865,Inactive Investor,Alicia Magnier,Chief Compliance Officer;Director - Operations and Compliance,"McGinn Penninger Investment Management, Inc.",abroehl@mcginninvests.com,,Salesforce
11099777,Inactive Investor,Samuel Burke,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11048342,Inactive Investor,William Egan,,"MML Investors Services, LLC Belmar NJ 1821 State Rte 71",,,Salesforce
10809320,Inactive Investor,Jeffrey Wood,Financial Advisor,Edward Jones Shingle Springs CA 3439 Robin Ln,jeff.wood@edwardjones.com,,Salesforce
10765166,Inactive Investor,Christopher Goodman,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,christopher.goodman@morganstanley.com,,Salesforce
10903012,Inactive Investor,Dante Puleo,Training Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10900291,Inactive Investor,Jennifer Lee,Private Client Advisor,Citigroup Global Markets Inc. Los Angeles CA 3530 Wilshire Blvd,,,Salesforce
10613467,,Mark Pomo,"Financial Advisor, Vice President - Wealth Management",,mark.pomo@ubs.com,,List Import
11137001,Inactive Investor,Sharon Heal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Springfield MO 2940 S Glenstone Ave",sharon.heal@ml.com,,Salesforce
10837696,Inactive Investor,Stephen Lamoureux,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",stephen.m.lamoureux@ampf.com,,Salesforce
10758760,Inactive Investor,Andrew Visci,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 200 California St",andrew.visci@schwab.com,,Salesforce
9540837,,Bea O'Caroll,,,bocarroll@circle.com,,List Import
241649,,James Frazier,,[Unknown],jsfrazier1@yahoo.com,,
11185946,Inactive Investor,Guadalupe Jaimes,,"Wells Fargo Clearing Services, LLC Austin TX 3738 Bee Caves Rd",,,Salesforce
9647016,,Julie Bramlet,,,julie.bramlet@fbfs.com,,List import
10953736,Inactive Investor,Megan Kehres,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11089200,Inactive Investor,Michael Williams,,Edward Jones Central Point OR 55 N 2nd St,michael.williams3@edwardjones.com,,Salesforce
10815405,Inactive Investor,Michael Van Meter,Financial Advisor,"Ameriprise Financial Services, LLC Springfield MO 1342 E Kingsley St",michael.d.vanmeter@ampf.com,,Salesforce
143628,,Joshua Coury,,Tolleson Private Wealth Management,jcoury@tollesonwealth.com,(214) 252-3263,
10793076,Inactive Investor,Gregory Lund,,"U.S. Bancorp Investments, Inc.",gregory.lund@usbank.com,,Salesforce
10853323,Inactive Investor,Curtis Rach,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",curtis.rach@wfafinet.com,,Salesforce
11148914,Inactive Investor,Nicholas Creith,,"Horace Mann Investors, Inc. Corona CA 1631 Pomona Rd",n.creith@horacemann.com,,Salesforce
11134666,Inactive Investor,Kelly Nzongola,,PFS Investments Inc. Omaha NE 10110 Nicholas St,,,Salesforce
11197249,Inactive Investor,Sophie King,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",sophie.shows@nm.com,,Salesforce
10773576,Inactive Investor,Michael Perry,,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 28350 S Western Ave",michael.j.perry@wellsfargo.com,,Salesforce
10859554,Inactive Investor,Adriana Valenzuela,,"Wells Fargo Clearing Services, LLC Sacramento CA 2261 Del Paso Rd",adriana.valenzuela@wellsfargoadvisors.com,,Salesforce
11022138,Inactive Investor,Sarah Lamb,,J.P. Morgan Securities LLC Austin TX 13809 N Hwy 183,,,Salesforce
11213486,Inactive Investor,Sirorat Lertsangpetch,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pasadena CA 680 E Colorado Blvd",sirorat.lertsangpetch@tfaconnect.com,,Salesforce
11233763,Inactive Investor,Benjamin Schouten,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9628825,,Henry Amado,,,amado.henry@hotmail.com,,List import
11141278,Inactive Investor,Floyd Siebenaler,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
10612045,,Jennifer Hradek,"Alternative Investment Director, Financial Advisor, Portfolio Management Director, Senior Portfolio Manager, Vice President",,jennifer.hradek@morganstanley.com,,List Import
373193,,Ryan Hidayat,,[Unknown],pengensukses7591@gmail.con,,source
11139433,Inactive Investor,Kale Chalmers,Financial Advisor,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",kale.n.chalmers@ampf.com,,Salesforce
11202636,Inactive Investor,Michael Van De Venter,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,michael.vandeventer@fidelity.com,,Salesforce
336545,,dog 4real,,[Unknown],gamer@mit.edu,,Direct
10806980,Inactive Investor,Joseph Brittingham,Financial Advisor,LPL Financial LLC Pismo Beach CA 300 James Way,joe.brittingham@lpl.com,,Salesforce
9415698,,Jason Smith,,Grayscale Client / Space Whale Capital,jason@spacewhale.capital,,Organic Search
10901107,Inactive Investor,Brian Omara,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11124067,Inactive Investor,Bradley Johnson,,"Sanctuary Securities, Inc. San Antonio TX 9830 Colonnade Blvd",bjohnson@sanctuarywealth.com,,Salesforce
9611128,,Brian Haffner,,,brian.haffner@gmail.com,,List import
11025871,Inactive Investor,Elizabeth Strong-Coover,,LPL Financial LLC San Francisco CA 1934 Divisadero St,elizabeth.strong-coover@lpl.com,,Salesforce
10801458,Inactive Investor,William Kulesh,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",william.kulesh@wellsfargoadvisors.com,,Salesforce
10840643,Inactive Investor,Laurie Roberts,,"Raymond James & Associates, Inc. Pensacola FL 19 W Garden St",laurie.roberts@raymondjames.com,,Salesforce
11229112,Inactive Investor,John Psyllos,,Goldman Sachs & Co.,,,Salesforce
9554983,,Taylor Kollen,,,taylorkollen@gwnsecurities.com,,
10795095,Inactive Investor,Gary Hernandez,,"Raymond James & Associates, Inc. Clifton Park NY 5 Maxwell Dr",gary.hernandez@raymondjames.com,,Salesforce
11145928,Inactive Investor,David Barragan,,"U.S. Bancorp Investments, Inc. Santa Barbara CA 24 E Carrillo St",,,Salesforce
11051320,Inactive Investor,Andrea Dykes,,"The Leaders Group, Inc.",,,Salesforce
10906154,Inactive Investor,Dana Graves,,Commonwealth Financial Network Asheville NC 79 Woodfin Pl,dgraves@commonwealth.com,,Salesforce
11119380,Inactive Investor,Joseph Smith,,Country Capital Management Company Mount Carmel IL 1128 Oak St,joseph.smith@countryfinancial.com,,Salesforce
10787644,Inactive Investor,Gloria Chang,Managing Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,gloria.chang@jpmorgan.com,,Salesforce
10777641,Inactive Investor,Whitney Shackelford,Resident Director Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",whitney_shackelford@ml.com,,Salesforce
10765655,Inactive Investor,Rutherford Bryson,,Cary Street Partners Charlotte NC 2820 Selwyn Ave,rbryson@carystreetpartners.com,,Salesforce
11043757,Inactive Investor,Alexis Lanigan,,"Northwestern Mutual Investment Services, LLC Duluth MN 11 E Superior St",lexi.lanigan@nm.com,,Salesforce
9599946,,Nicholas Kruse,,,nkruse@hkfs.com,,List import
11025373,Inactive Investor,Tevis Vandergriff,Independent Representative,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,tevis.vandergriff@primerica.com,,Salesforce
245883,,Not Provided,Economist,United States Senate,hugo_dante@jec.senate.gov,,Manual List Upload
350478,,Burke Freedland,Trading Assistant,"Capital Investment Advisory Services, Llc",bfreedland@capital-invest.com,919-831-2370,Manual List Upload
11148174,Inactive Investor,Haotian Xie,,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,haotian.xie@morganstanley.com,,Salesforce
10818845,Inactive Investor,Kayleen Dresen,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10975122,Inactive Investor,Ryan Eshelman,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,reshelman@ft.newyorklife.com,,Salesforce
3569407,,Jimmy Oxford Jr,,,jimmyoxfordjr5@gmail.com,,Web Form Fillout
10897054,Inactive Investor,Ryan Stith,Chief Compliance Officer;Financial Planner;Owner,Pivot Point Wealth Planning,ryan@pivotpointwealth.com,,Salesforce
10657217,,Pamela Matijevic,,,pamela.matijevic@ubs.com,,List Import
10956820,Inactive Investor,Justin Jones,,"Bankers Life Securities, Inc. Brentwood TN 1600 Westgate Cir",justin.jones@bankerslife.com,,Salesforce
10823544,Inactive Investor,Jeffrey Loos,Personal Wealth Consultant,C & J Wealth Advisors,jloos@cjwealth.com,,Salesforce
10787985,Inactive Investor,Kenneth Bruno,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hackensack NJ 433 Hackensack Ave",brunok@stifel.com,,Salesforce
10951791,Inactive Investor,Angelo Rufino,,NYLIFE Securities LLC Franklin TN 3401 Mallory Ln,,,Salesforce
10644091,,James Chiarelli,,,james.chiarelli@psc.com,,List Import
11199872,Inactive Investor,Vincci Ma,Senior Vice President,Kera Capital Partners Daly City CA Private Residence,,,Salesforce
10839670,Inactive Investor,Elaine Fan,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,elaine.fan@primerica.com,,Salesforce
347700,,Mark Tonelli,Managing Director,"Sheridan Road Advisors, Llc, A Hub International C",mtonelli@sheridanroad.com,847-205-9073,Manual List Upload
371573,,Nitin Sood,,[Unknown],nitinsood@gmail.com,,Salesforce
11192958,Inactive Investor,James Shea,,State Farm VP Management Corp. Harrison OH 1013 Harrison Ave,jamesshea@statefarm.com,,Salesforce
9594300,,Timothy Avila,,,tavila@carsoninstitutional.com,,List import
11002769,Inactive Investor,Luke Ramsay,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10265474,,Carl Brown,,,bcarl4411@gmail.com,,Web Form Fillout
9601246,,Leo Murphy,,,leo.murphy@alamarcapital.com,,List import
1683,,Michael Rey,,[[Unknown]],michael.rey@gmx.ch,,Initial Salesforce Import
117801,,Kacey Smith,Financial Advisor,Commonwealth Financial Network,ksmith@commonwealth.com,781-863-8024,
10803341,Inactive Investor,William Hazelton,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",william_hazelton@ml.com,,Salesforce
9641092,,Vernon Toyoda,,,squigmong@gmail.com,,List import
10877219,Inactive Investor,Jiayi Hu,,Citigroup Global Markets Inc.,jiayi.hu@citigroup.com,,Salesforce
10978811,Inactive Investor,Lauren Spano,,The Huntington Investment Company Warren OH 4460 Mahoning Ave NW,lauren.reinhardt@huntington.com,,Salesforce
10832951,Inactive Investor,Lon Magness,Chief Compliance Officer;Principal;Vice Manager,"Reliant Investment Management, LLC",,,Salesforce
10781531,Inactive Investor,Robert Will,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Syracuse NY 5786 Widewaters Pkwy",robert.will@rbc.com,,Salesforce
10990035,Inactive Investor,Eloy Portillo Sandoval,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,eportillo-sandoval@primerica.com,,Salesforce
10800586,Inactive Investor,John Doom,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;First Vice President;Investment Management Consultant;Seni,Morgan Stanley Dallas TX 5001 Spring Valley Rd,john.g.doom@morganstanley.com,,Salesforce
10919242,Inactive Investor,Scot Johnson,Chief Investment Officer;Principal,Adell Harriman & Carpenter,scotj@ahcinvest.com,,Salesforce
11072989,Inactive Investor,Bernard Bouse,Financial Advisor,"Pruco Securities, LLC. Lafayette IN 134 Executive Dr",allen.bouse@prudential.com,,Salesforce
11079995,Inactive Investor,Stephen Lollis,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,stephen.lollis@gs.com,,Salesforce
10980925,Inactive Investor,Ferdinando Fragola,,"Allstate Financial Services, LLC Mount Kisco NY 280 N Bedford Rd",ffragola@allstate.com,,Salesforce
11259966,Inactive Investor,George Gailums,,J.P. Morgan Securities LLC Brooklyn NY 4 Chase Metrotech Ctr,,,Salesforce
11171708,Inactive Investor,Hardeep Kaur,,J.P. Morgan Securities LLC Kansas City MO 115 W 63rd St,hardeep.kaur@jpmorgan.com,,Salesforce
214325,,Andreas Wenger,Managing Director,PIT Investment & Trust AG,aw@pitinvest.ch, +41 41 760 62 67,Database Upload
9549066,,Jarrod Buten,,,jarrod.buten@fmr.com,,List import
10658822,,Sherry Brooker,,,sherry.brooker@ceterafs.com,,List Import
10967888,Inactive Investor,Brian Crosby,,Morgan Stanley,,,Salesforce
10906450,Inactive Investor,Curtis Trimble,Chief Compliance Officer;President,Solyco Wealth LLC,ctrimble@solycowealth.com,,Salesforce
9617738,,Wheeler Moon,,,david@mooncap.com,,List import
10795374,Inactive Investor,Tracy Cook,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",tracy.cook@ml.com,,Salesforce
11000598,Inactive Investor,Sean Leonard,Financial Advisor,LPL Financial LLC Hurst TX 860 Airport Fwy,sean.leonard@lpl.com,,Salesforce
10760195,Inactive Investor,Eric Anderson,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 2525 Aloma Ave",eric.c.anderson1@wellsfargo.com,,Salesforce
9579887,,Tinika Brown,,,tbrown@eellp.com,,List import
10814123,Inactive Investor,David Maciak,Financial Advisor;Senior Director,Oppenheimer & Co. Inc. Florham Park NJ 200 Park Ave,david.maciak@opco.com,,Salesforce
11235384,Inactive Investor,Rebekah Taylor Burton,Senior Advisor,Roan Capital Partners,rburton@roancp.com,,Salesforce
10783889,Inactive Investor,Dale Walts,,GWN Securities Inc. Albany NY 4 Executive Park Dr,dwalts@gwnsecurities.com,,Salesforce
224569,,Abhinav Pathak,,Woodstock Fund,abhinav@woodstockfund.com,(726) 286-1702,
10831677,Inactive Investor,Marc Silk,Chief Executive Officer;Chief Operating Officer;President,Silk Investment Advisors,marc@csilkandsons.com,,Salesforce
9570719,,david yu,,,ydwdavid24@gmail.com,,List import
10657985,,Nicole Miller,,,nicole.miller@nm.com,,List Import
11203662,Inactive Investor,Kristi Hill,,"Osaic Institutions, Inc. Zeeland MI 107 N State St",kristih@infinexgroup.com,,Salesforce
10990152,Inactive Investor,Wyatt Davy,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10930752,Inactive Investor,Charles Gilbert,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,chuck.gilbert.mo2j@statefarm.com,,Salesforce
10891401,Inactive Investor,Kaylee Marohl,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,kaylee.marohl@jpmorgan.com,,Salesforce
9623584,,Faheem Siddiqui,,,faheem244faheem244@gmail.com,,List import
9576343,,Alex Crowthers,,,alex.crowthers@53.com,,List import
11180562,Inactive Investor,Justin Harness,,MWA Financial Services Inc. Salem IL 219 E Schwartz St,justin.d.harness@mwarep.org,,Salesforce
11188558,Inactive Investor,Kent Calhoon,Financial Advisor,Edward Jones Lake Oswego OR 145 Evergreen Rd,kent.calhoon@edwardjones.com,,Salesforce
10812174,Inactive Investor,Lilia Arandela,,NYLIFE Securities LLC Corpus Christi TX 5350 S Staples St,larandela@ft.newyorklife.com,,Salesforce
10984322,Inactive Investor,Megan Dia,Wealth Relationship Manager,Citigroup Global Markets Inc. Riverside CA 3605 Central Ave,megan.dia@citi.com,,Salesforce
10909875,Inactive Investor,Vinay Munikoti,Managing Member;Owner,"System Research, LLC White Plains NY 21 Lake St",,,Salesforce
10656280,,Linda Edral,,,linda.j.edral@morganstanley.com,,List Import
9641504,,Takayuki Ohtake,,,cm@romaji.net,,List import
9582902,,Edwin Padilla,,,edwinpadilla718@aol.com,,List import
11121646,Inactive Investor,John Valenzuela,,LPL Financial LLC Costa Mesa CA 1765 Santa Ana Ave,john.valenzuela@lpl.com,,Salesforce
9585061,,Bob MacLeod,,,b-jmacl@hotmail.com,,List import
11036692,Inactive Investor,James Worrell,Financial Representative,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",richard.worrell@nm.com,,Salesforce
10879081,Inactive Investor,Michael Leach,Financial Advisor,"Advanced Advisor Group, LLC Waite Park MN 110 2nd St S",,,Salesforce
11229306,Inactive Investor,Harrison Carter,Client Service Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",harrison.carter@raymondjames.com,,Salesforce
9618095,,Bryan Belton,,,bbelton@panagora.com,,List import
10996025,Inactive Investor,Michael Engelhaupt,,"Allstate Financial Services, LLC Gering NE 1845 10th St",,,Salesforce
9606928,,Julian -,,,julianakellysr@gmail.com,,List import
11004212,Inactive Investor,Richard Pope,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1500 Urban Center Dr",richard.pope@nm.com,,Salesforce
10836824,Inactive Investor,David Witter,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Financial Harvest Wealth Advisors,david@financialharvest.com,,Salesforce
11186795,Inactive Investor,Donald Swanger,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,donald.swanger@primerica.com,,Salesforce
248455,,Jos? Fabi?n Huaman? Alegr?a,Estudiante,UNMSM,fabianhuamani13@gmail.com,,Manual List Upload
10864824,Inactive Investor,Michael Sassaman,,"Cadaret, Grant & Co., Inc. Toledo OH 4405 Talmadge Rd",msassaman@cadaretgrant.com,,Salesforce
11001643,Inactive Investor,Malkah Glasgow,Regional Leader,PFS Investments Inc. Valley Stream NY 71 S Central Ave,mglasgow@primerica.com,,Salesforce
9554544,,Jason Sanders,,,sanders.jason@principal.com,,List import
10956151,Inactive Investor,Aimee Proffitt,Member,"Blom Levy & Co., LLC",,,Salesforce
11000450,Inactive Investor,Alexander Mattrey,Compliance Analyst,LPL Financial LLC San Diego CA 4707 Executive Dr,alexander.mattrey@lpl.com,,Salesforce
10784653,Inactive Investor,Robert Mullarkey,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",robert.mullarkey@schwab.com,,Salesforce
9553007,,Ryan Hsu,,,ryanbo1982@gmail.com,,List import
11194574,Inactive Investor,Joshua Seegert,,"Osaic Wealth, Inc. Dundee MI 124 Tecumseh St",,,Salesforce
11219984,,Mark Shone,,,mark.shone@allworthfinancial.com,,Other
11203450,Inactive Investor,Scott Brueske,Founder;Managing Member;President;Wealth Advisor,B3 Wealth Strategies,scott@b3wealthstrategies.com,,Salesforce
10856575,Inactive Investor,Vanessa Fischer,,"Osaic FS, Inc. New Kensington PA 2300 Freeport Rd",,,Salesforce
11228575,Inactive Investor,Christian Hyde,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10885467,Inactive Investor,John Lee,Financial Advisor,"VALIC Financial Advisors, Inc. Modesto CA 1150 9th St",john.lee@valic.com,,Salesforce
9620509,,Rich Hirasuna,,,richhirasuna@yahoo.com,,List import
10926511,Inactive Investor,Patrick Cananea,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,patrick_cananea@vanguard.com,,Salesforce
11038258,Inactive Investor,Henry Webb,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",henry.webb@equitable.com,,Salesforce
10474285,,Pedro Brito Teixeira,,,pedrobtx@gmail.com,,Web Form Fillout
10947442,Inactive Investor,Rick Creteau,,Cetera Advisor Networks LLC Rochester NH 73 Wakefield St,,,Salesforce
11133869,Inactive Investor,Michael Harriett,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,mharriett@lincolninvestment.com,,Salesforce
10892187,Inactive Investor,Robert Lenz,Financial Advisor;Managing Director,LPL Financial LLC Pompano Beach FL 7522 Wiles Rd,bob.lenz@lpl.com,,Salesforce
10951064,Inactive Investor,Jennifer Goss,,D.A. Davidson & Co.,,,Salesforce
11220381,,Ryan Cavanagh,,,rcavanagh@seic.com,,Other
11177319,Inactive Investor,Timothy McDaniel,,"Avantax Investment Services, Inc. Danville KY 213 W Main St",,,Salesforce
11070967,Inactive Investor,Lauren Ludwig,,Edward Jones Pendleton OR 1100 Southgate,lauren.sauers@edwardjones.com,,Salesforce
10939800,Inactive Investor,Jacob Hursh,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9647049,,Loren Picard,,,loren.picard@gmail.com,,List import
11112256,Inactive Investor,Jack Donald,,J.P. Morgan Securities LLC Greenville SC 3845 Pelham Rd,,,Salesforce
10908844,Inactive Investor,Jared Soukup,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10790584,Inactive Investor,Stephen Green,Chief Executive Officer;Chief Investment Officer;Member;Partner;Regulatory Contact,Seneca Financial Advisors LLC,sgreen@senecafinancialadvisors.com,,Salesforce
10898542,Inactive Investor,Jayna Van Stone,Client Service Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,jayna.van.stone@morganstanley.com,,Salesforce
11194895,Inactive Investor,Joy Straney,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10657192,,Brandon Pogue,,,bpogue@primerica.com,,List Import
198534,,ray kim,,[Unknown],dh8ray@gmail.com,,source
10897479,Inactive Investor,Janelle Walters,Financial Advisor,Edward Jones Florence SC 602 S Coit St,janelle.townsley@edwardjones.com,,Salesforce
10760022,Inactive Investor,Steven Partyka,Vice President - Investments,"Raymond James Financial Services, Inc. Troy MI 801 W Big Beaver Rd",steven.partyka@raymondjames.com,,Salesforce
9613899,,Robert Grgi?,,,robert.grgic@hotmail.com,,List import
10832920,Inactive Investor,Herbert Klukas,,Bolton Global Capital Miami FL 1 Alhambra Plz,hklukas@boltonglobal.com,,Salesforce
11073185,Inactive Investor,Vincent Pastorino,Lead Advisor;Member;Senior Advisor,"Buttonwood Financial Group, LLC",vince@buttonwoodfg.com,,Salesforce
11223193,,Robert Fogarty,,,rob@compasscapital.co,,List Import
9613146,,Michael Levy,,,michael-j.levy@ubs.com,,List import
11049232,Inactive Investor,Nicholas Dilello,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
10864200,Inactive Investor,Jason Arciniega,,J.P. Morgan Securities LLC Mesa AZ 10746 E Baseline Rd,jason.e.arciniega@jpmorgan.com,,Salesforce
11006235,Inactive Investor,Sebastian Samudio,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Skokie IL 7080 Carpenter Rd",sebastian.samudio@ml.com,,Salesforce
9540731,,Ral Mazza,,,rmazza@ayco.com,,List Import
11142134,Inactive Investor,Robert Tarpey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",,,Salesforce
11007831,Inactive Investor,Milka Rose Prudente,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
9594207,,Peter Palanca,,,ppalanca@gmail.com,,List import
11070871,Inactive Investor,David Mangs,Financial Advisor,LPL Financial LLC Farmington CT 4 Forest Park Dr,david.mangs@lpl.com,,Salesforce
10912192,Inactive Investor,Riley Gallagher,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,riley.gallagher@morganstanley.com,,Salesforce
10616198,,Kelly Petersen,,,kelly.petersen@edwardjones.com,,List Import
11033981,Inactive Investor,Garrett Johnson,,PFS Investments Inc. Gilbert AZ 4365 E Pecos Rd,,,Salesforce
10852232,Inactive Investor,James Davis,Managing Member;Managing Partner,Hill Country Group,jdavis@hillcountrygroup.com,,Salesforce
11019514,Inactive Investor,Edward Hahn,,"J.K. Financial Services, Inc.",,,Salesforce
9610173,,Salvatore Abbatiello,,,junkbond12@aol.com,,List import
11107147,Inactive Investor,Michelle Pierson,,Vanguard Marketing Corporation,michelle_pierson@vanguard.com,,Salesforce
4241000,,Terry Lee,,,katem5124@gmail.com,,Web Form Fillout
10975631,Inactive Investor,Cody Chavez,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10985714,Inactive Investor,Kelly Hinshaw,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
11097961,Inactive Investor,Justin Gibson,,Gladstone Wealth Partners Omaha NE 12801 Pierce St,justin.gibson@gladstonewealth.com,,Salesforce
10833592,Inactive Investor,Richard Penn,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",pennr@stifel.com,,Salesforce
11184133,Inactive Investor,Alden Sulger,,Innovation Partners LLC,,,Salesforce
10846708,Inactive Investor,Robert Simeti,,"Ameriprise Financial Services, LLC Melville NY 200 Broadhollow Rd",,,Salesforce
11205162,Inactive Investor,Melissa Freimuth,,State Farm VP Management Corp. Hebron KY 1892 Petersburg Rd,,,Salesforce
11096679,Inactive Investor,Bradley Laux,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,bradley.laux@fidelity.com,,Salesforce
10696329,,Michael Row,,Future Capital,mrow@futurecapital.com,,List Import
10781079,Inactive Investor,Maria Townsend,Wealth Group Executive,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11163838,Inactive Investor,Kathryn Carter,Financial Planner,LPL Financial LLC Los Angeles CA 3699 Wilshire Blvd,kathryn.m.carter@lpl.com,,Salesforce
10803404,Inactive Investor,Ryan Mcguire,Managing Director;Managing Member,Westshore Wealth,ryanm@westshorewealth.com,,Salesforce
6984844,,Manda Dav,,,gofoce6486@v2ssr.com,,Web Form Fillout
10809086,Inactive Investor,Thomas Grant,Financial Advisor;Managing Member;Vice Chairman,"Wellington Shields & Co., LLC",twg@wellingtonshields.com,,Salesforce
8480439,,Brad Ryant,,Ryant Wealth Management,bradjr@ryantwealthmanagement.com,(202) 388-6411,List Import
11260402,Inactive Investor,Gary Deardorff,,"Osaic Wealth, Inc. Peoria AZ 8801 W Union Hills Dr",,,Salesforce
10990530,Inactive Investor,Jude Bordeaux,,Edward Jones Frisco TX 9300 John Hickman Pkwy,,,Salesforce
11151579,Inactive Investor,Mohoshina Khanam,,J.P. Morgan Securities LLC Plainview NY 404 Woodbury Rd,mohoshina.khanam@jpmorgan.com,,Salesforce
11116310,Inactive Investor,Trent Dela Riva,,J.P. Morgan Securities LLC Austin TX 1011 E 5th St,trent.dela-riva@jpmorgan.com,,Salesforce
11106126,Inactive Investor,Laura Noble,Relationship Manager,"Munn Wealth Management, LLC",lauranoble@munnwealth.com,,Salesforce
10658264,,James Pontious,,,james.pontious@fmr.com,,List Import
9601100,,Christopher Horan,,,choran@waldronpw.com,,List import
11167009,Inactive Investor,Linda Xue,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,linda.xue@ubs.com,,Salesforce
11087966,Inactive Investor,John O'Leary,Head - Platform Development;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10831008,Inactive Investor,Rafaella Seifert,Senior Client Associate,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
11041969,Inactive Investor,Kazi Sakhawat,,J.P. Morgan Securities LLC Akron OH 50 S Main St,kazi.sakhawat@jpmorgan.com,,Salesforce
10644569,,Kristin Love,,,klove@performancetrust.com,,List Import
10864059,Inactive Investor,Andrew Williams,Financial Advisor,Robert W. Baird & Co. Incorporated Greenville SC 300 N Main St,alwilliams@rwbaird.com,,Salesforce
10999379,Inactive Investor,Brittany Pridgeon,,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",brittany.pridgeon@lfg.com,,Salesforce
11183349,Inactive Investor,Robert Kauffman,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC New Albany OH 6525 W Campus Oval",rkauffman@wfafinet.com,,Salesforce
243738,,Timothy Hooker,Investment Advisor,Dynamic Wealth Solutions LLC,gotimhooker@gmail.com,12486338523,Manual List Upload
116488,,Paul Habib,Financial Advisor,Eagle Strategies LLC,phabib@ft.newyorklife.com,857-334-2575,
10782313,Inactive Investor,Martin Fernholz,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,martin.fernholz@ubs.com,,Salesforce
11103210,Inactive Investor,Steven Mitcheltree,,J.P. Morgan Securities LLC Portage IN 3275 Willowcreek Rd,steven.x.mitcheltree@chase.com,,Salesforce
10944165,Inactive Investor,Jason Layland,,"Cambridge Investment Research, Inc. Rocklin CA 2210 Plaza Dr",jlayland@clrws.com,,Salesforce
11061191,Inactive Investor,Michael Kimmerlein,,Fidelity Brokerage Services LLC,,,Salesforce
9621694,,Carlos Ruiz,,,cruiz47@gmail.com,,List import
10792137,Inactive Investor,Clark Fawcett,Financial Advisor,Edward Jones Fordyce AR 1900 W 4th St,clark.fawcett@edwardjones.com,,Salesforce
211259,,Danielle Koppel,VP,CIT Group,danielle.koppel@cit.com,,Content
11103688,Inactive Investor,Michael Jones,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",,,Salesforce
10760499,Inactive Investor,Gordon Kluzak,,Goldman Sachs & Co. Boston MA 125 High St,gordon.kluzak@gs.com,,Salesforce
11236303,Inactive Investor,Justin Roudiez,Client Advisor;Director - Financial Planning,"Oakmont Wealth Advisory, LLC Columbia MD 8840 Stanford Blvd",,,Salesforce
10779753,Inactive Investor,Jeffrey Wrobel,Financial Advisor;Vice President - Wealth Management,Citigroup Global Markets Inc. Naperville IL 2819 Aurora Ave,jeffrey.d.wrobel@citi.com,,Salesforce
11216921,,Andrew Silverstein,,,asilverstein@nb.com,,Other
9632721,,Rebekah Lyon,,,rebekahlyon96@yahoo.com,,List import
4077034,,Tim Beams,,,timtam40@yahoo.co.nz,,Web Form Fillout
11120220,Inactive Investor,Robert Kirkpatrick,,"Strategic Financial Partners, Ltd Portland OR 121 SW Morrison St",rob@advisoryfirm.com,,Salesforce
10817569,Inactive Investor,Vishal Patel,,J.P. Morgan Securities LLC Torrance CA 21660 Hawthorne Blvd,vishal.patel@jpmorgan.com,,Salesforce
11201630,Inactive Investor,Brett Diamond,Financial Advisor,Edward Jones Reading PA 3701 Perkiomen Ave,brett.diamond@edwardjones.com,,Salesforce
342572,,Tony Pollastrini,"Partner, Business Solutions Advisor",Accel Wealth Management Llc,tpollastrini@acceladvantage.com,319-596-1101,Manual List Upload
9602106,,Mary King,,,mking@kinginvestment.com,,List import
11033945,Inactive Investor,Sean Humphrey,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",sean.humphrey@prudential.com,,Salesforce
10645440,,Scott Kessler,,,skessler@brileywealth.com,,List Import
374326,,Michael DiMenna,,,michael.j.dimenna@morganstanley.com,6104086593,Salesforce
11123474,Inactive Investor,William Body,Branch Manager;First Vice President - Investments,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",bruce.body@raymondjames.com,,Salesforce
10829915,Inactive Investor,Larry Blair,Co-Founder,Personal Benefit Financial Denver CO 1400 Carr St,,,Salesforce
11092767,Inactive Investor,Colleen Van Blaricom,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",colleen.vanblaricom@stewardpartnersis.com,,Salesforce
11061571,Inactive Investor,Robert Harmelin,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,robert.a.harmelin@morganstanley.com,,Salesforce
9622904,,Kamil Knapek,,,kknapek89@gmail.com,,List import
10864755,Inactive Investor,Alexandre Zanuto,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alexandre.zanuto@jpmorgan.com,,Salesforce
10826613,Inactive Investor,Keith Kordich,Financial Advisor;Managing Director;Vice President,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",keith.kordich@ampf.com,,Salesforce
11020183,Inactive Investor,Sean Younk,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,syounk@primerica.com,,Salesforce
10755057,Inactive Investor,Jeremy Hoover,,"Charles Schwab & Co., Inc.",jeremy.hoover@schwab.com,,Salesforce
10858119,Inactive Investor,Mary Sidney,,"Raymond James Financial Services, Inc. Milwaukee WI 759 N Milwaukee St",mary.sidney@raymondjames.com,,Salesforce
10981319,Inactive Investor,Shikha Kochhar,,J.P. Morgan Securities LLC Metuchen NJ 475 Main St,shikha.kochhar@chase.com,,Salesforce
9639919,,Brian Church,,,bchurch@ppmh.org,,List import
9635469,,Graham Laybourn,,,graham.laybourn@bailliegifford.com,,List import
11004362,Inactive Investor,Michael Mitchell,,"Farmers Financial Solutions, LLC Sikeston MO 613 S Main St",,,Salesforce
10762909,Inactive Investor,Brian Abrams,,Park Avenue Securities LLC Anaheim CA 8181 E Kaiser Blvd,brian_abrams@glic.com,,Salesforce
11066975,Inactive Investor,Brandon Galici,Investment Advisor Representative,"Portfolio Medics, LLC Triadelphia WV Private Residence",brandon@portfoliomedics.com,,Salesforce
9557524,,Joe Friend,,,joe.friend@voyafa.com,,List import
11046784,Inactive Investor,Steven Burkhead,Regional Manager;Senior Vice President,Arvest Wealth Management Springdale AR 3858 S Thompson St,sburkhead@arvest.com,,Salesforce
9607472,,Matthew Warn,,,warntrading@gmail.com,,List import
10904696,Inactive Investor,Daniel Branon,Financial Advisor,Edward Jones Kernersville NC 109 E Mountain St,daniel.branon@edwardjones.com,,Salesforce
10876421,Inactive Investor,Jeffrey Cummins,Financial Professional,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",jcummins@financialguide.com,,Salesforce
10991980,Inactive Investor,Donald Barzak,,"Trustmont Financial Group, Inc. Cortland OH 3008 State Rte 5",,,Salesforce
10781607,Inactive Investor,Paul Corley,,"Osaic Wealth, Inc. Louisville KY 1700 Ups Dr",,,Salesforce
11091541,Inactive Investor,Jill Lentz,,"Stifel, Nicolaus & Company, Incorporated Rochester MN 102 S Broadway",,,Salesforce
11021769,Inactive Investor,Nicole Hohlweck,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",n.hohlweck@nm.com,,Salesforce
11193838,Inactive Investor,Abigail Gibbons,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",abigail.gibbons@ml.com,,Salesforce
10823172,Inactive Investor,Donald Rizzo,,NYLIFE Securities LLC Livermore CA Private Residence,drizzo@ft.newyorklife.com,,Salesforce
10833358,Inactive Investor,Jane Cohen,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",jane.cohen@ml.com,,Salesforce
130113,,Jamie French,Wealth Advisor,Thrivent Investment Management Inc.,jamie.french@thrivent.com,717-525-9535,
9555926,,Libor saj,,,libor.sanek@gmail.com,,List import
11025995,Inactive Investor,Stephen Baum,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",stephen.baum@nm.com,,Salesforce
11102081,Inactive Investor,Nicole Norton,,"Sanford C. Bernstein & Co., LLC Houston TX 800 Capitol St",nicole.norton@bernstein.com,,Salesforce
11059573,Inactive Investor,Shelbi Cleaver,Private Client Banker,J.P. Morgan Securities LLC San Diego CA 3830 Valley Centre Dr,shelbi.annis@chase.com,,Salesforce
10832979,Inactive Investor,Brooke McGeehan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",brooke.mcgeehan@rbc.com,,Salesforce
6526161,,JOLKIDA RORYNA,,,lonob20804@ekcsoft.com,,Web Form Fillout
9573704,,Dele Giwa,,,allbizzniss@aol.com,,List import
11027085,Inactive Investor,Robert Pipkins,,NYLIFE Securities LLC Moosic PA 50 Glenmaura National Blvd,rpipkins@ft.newyorklife.com,,Salesforce
10896603,Inactive Investor,Lorna Moore,,"Farmers Financial Solutions, LLC Grapevine TX 203 E Northwest Hwy",,,Salesforce
10782291,Inactive Investor,Patrick Rollins,Financial Advisor;Senior Vice President,Morgan Stanley Cleveland OH 200 Public Sq,patrick.rollins@morganstanley.com,,Salesforce
374843,,Chris Hunter,,Satoshi Money,hunter@satoshi.money,,List Import
10988579,Inactive Investor,Edwin Obiabo,,PFS Investments Inc. Orlando FL 933 Lee Rd,eobiabo@primerica.com,,Salesforce
11184293,Inactive Investor,Annette Zerangue,,"Allstate Financial Services, LLC Lafayette LA 500 E Gloria Switch Rd",azerangue@allstate.com,,Salesforce
10816737,Inactive Investor,Robert Rossi,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
9580162,,Latafath Hussain,,,lhussain@financialguide.com,,List import
11070984,Inactive Investor,Tony Seery,Financial Advisor,Edward Jones Grand Prairie TX 3231 S Carrier Pkwy,tony.seery@edwardjones.com,,Salesforce
10883255,Inactive Investor,Victoria Staudinger,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,vstaudinger@ft.newyorklife.com,,Salesforce
11202602,Inactive Investor,Anthony Case,Wealth Management Advisor,"Apollon Wealth Management, LLC",tony.case@apollonwealth.com,,Salesforce
11234350,Inactive Investor,Michelle Boyum,Senior Client Service Associate,"Benjamin F. Edwards & Company, Inc. Peterson MN Private Residence",michelle.boyum@benjaminfedwards.com,,Salesforce
11176471,Inactive Investor,Cameron Bales,,"Raymond James Financial Services, Inc. Lexington KY 2333 Alexandria Dr",,,Salesforce
11084001,Inactive Investor,Diane Staples,,"Navy Federal Investment Services, LLC Garner NC 21 Eagle Wing Way",diane_m_staples@navyfederal.org,,Salesforce
10873249,Inactive Investor,Carl Litsch,Associate Director;Supervisory Officer,UBS Financial Services Inc. Portsmouth NH 40 Congress St,,,Salesforce
10756317,Inactive Investor,Armen Doyan,Financial Advisor,Morgan Stanley Thousand Oaks CA 200 N Westlake Blvd,armen.doyan@morganstanley.com,,Salesforce
10802665,Inactive Investor,Joseph O'Connell,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",joseph.oconnell@wellsfargoadvisors.com,,Salesforce
9623506,,Robert Johnson,,,robert.e.johnson@nm.com,,List import
11051561,Inactive Investor,William Ambrose,Chief Compliance Officer;Chief Financial Officer,"Dupree Financial Group, LLC",bambrose@dupreefinancial.com,,Salesforce
180860,,Kay Tan,,[Unknown],kaytitan@gmail.com,,Organic Search
9572449,,Brian Gottlieb,,,brian.gottlieb@pointstate.com,,List import
11200963,Inactive Investor,Gray Von Adelung,Chief Compliance Officer;Financial Advisor;Portfolio Manager;Principal,Von Adelung Wealth Management Glendale CA 1100 E Broadway,,,Salesforce
11177065,Inactive Investor,Timothy Scaturro,,Cetera Advisor Networks LLC Denver CO 165 S Wadsworth Blvd,,,Salesforce
10839028,Inactive Investor,Gregory Zappas,Executive Director;Private Wealth Advisor,Morgan Stanley Newport Beach CA 800 Newport Center Dr,gregory.zappas@morganstanleypwm.com,,Salesforce
11060306,Inactive Investor,Scott Kroll,,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
9579246,,Marc Sooter,,,marc.sooter@rnsventures.com,,List import
9560486,,Bryan Gillis,,,bryan.gillis@fidelity.com,,List import
11090726,Inactive Investor,Jane McMillan,,UBS Financial Services Inc. Denver CO 4600 S Ulster St,jane.mcmillan@ubs.com,,Salesforce
11143362,Inactive Investor,Richard Lehmann,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",richard.lehmann@bofa.com,,Salesforce
9646723,,vlad bukovsky,,,bukovskyv@gmail.com,,List import
373574,,Thomas Johnson,,[Unknown],thomasjohnson1982@gmail.com,,source
10838969,Inactive Investor,John Tanner,,PFS Investments Inc. Carrollton GA 522 Newnan St,john.tanner@primerica.com,,Salesforce
11076022,Inactive Investor,Christopher Federico,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",chris.federico@bofa.com,,Salesforce
11113055,Inactive Investor,Ari Shandling,Financial Advisor;First Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,ari.shandling@morganstanley.com,,Salesforce
9615713,,HRM Sir Gen Colin palmer,,,palmercolin170@gmail.com,,List import
9542097,,Gina Payzant,,,gina@payzantcpa.com,,List import
11151366,Inactive Investor,Russel Dritsas,,Cetera Financial Specialists LLC Fresno CA 7511 N Remington Ave,russel.dritsas@ceterafs.com,,Salesforce
315,,,,,matt2ehresman50@aol.com,,
10998768,Inactive Investor,Jennifer Panlilio,,"Transamerica Financial Advisors, Inc Irvine CA 17671 Cowan",jennifer.panlilio@tfaconnect.com,,Salesforce
11132768,Inactive Investor,Nicholas Hale,,LPL Financial LLC Greenwood IN 900 S State Road 135,nicholas.hale@lpl.com,,Salesforce
10953321,Inactive Investor,Robert Studniarz,,"American Portfolios Financial Services, Inc. Wickliffe OH 29017 Chardon Rd",rstudniarz@americanportfolios.com,,Salesforce
11102771,Inactive Investor,Kashondra James,,J.P. Morgan Securities LLC Fort Worth TX 1000 Everman Pkwy,,,Salesforce
11082621,Inactive Investor,Zackry Southerland,Financial Advisor Trainee,Edward Jones Houston TX 16000 Barkers Point Ln,,,Salesforce
10946854,Inactive Investor,Philip Athey,Financial Advisor,Apeiron,pathey@atlaswa.com,,Salesforce
10953010,Inactive Investor,Jason Chau,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",jason.chau@ml.com,,Salesforce
11019970,Inactive Investor,Joshua Balla,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,jpballa@ft.newyorklife.com,,Salesforce
10865206,Inactive Investor,Rodney Lizak,,State Farm VP Management Corp. Marquette MI 3226 US Hwy 41 W,,,Salesforce
11129586,Inactive Investor,Ryan Marshall,Account Executive,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,rmarshall@janney.com,,Salesforce
10949122,Inactive Investor,Chantal Drew,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11015957,Inactive Investor,Jackson O'Korn,,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",jackson.okorn@nm.com,,Salesforce
347026,,Patricia Melcher,Managing Partner,"Eiv Capital, Llc",pmelcher@eivcapital.com,713-353-2755,Manual List Upload
343550,,Corey Millette,"Director, Finance, Compliance","Spp Management Services, Llc",cmillette@summitparkllc.com,704-654-3400,Manual List Upload
10976154,Inactive Investor,Matthew Kennedy,,LPL Financial LLC West Des Moines IA 1415 28th St,matt.kennedy@lpl.com,,Salesforce
11138345,Inactive Investor,Philip Toohey,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,philip.toohey@ubs.com,,Salesforce
10844482,Inactive Investor,Liying Liu,,"Transamerica Financial Advisors, Inc Cherry Hill NJ 80 Barclay Shopping Ctr",liying.liu@tfaconnect.com,,Salesforce
184424,,Stephen Willcox,President And CEO,Bradley Foster & Sargent Inc,swillcox@bfsinvest.com,860-527-8050,
10991685,Inactive Investor,Austin Drake,,Vanguard Marketing Corporation,austin_drake@vanguard.com,,Salesforce
6186775,,Fhg Fgf,,,ertt98979@gmail.com,,Web form fillout
9600921,,Elizabeth Flores,,,simplicity7@msn.com,,List import
10865344,Inactive Investor,George Roe,Chief Compliance Officer;Chief Executive Officer;Managing Member;Owner,"Ironwood Capital Management, LLC",,,Salesforce
10954520,Inactive Investor,Jason Hofmann,,J.P. Morgan Securities LLC Denver CO 1455 16th St,jason.hofmann@jpmorgan.com,,Salesforce
10794200,Inactive Investor,Richard Cross,,"American Portfolios Financial Services, Inc. Lackawaxen PA Private Residence",rcross@americanportfolios.com,,Salesforce
351590,,Randy Faulkner,"Vice President, Wealth Advisor","Girard Advisory Services, Llc",faulknerr@meetgirard.com,610-337-7640,Manual List Upload
10907542,Inactive Investor,Steven Viorel,,"Raymond James Financial Services, Inc. Hannibal MO 3935 Mcmasters Ave",steven.viorel@raymondjames.com,,Salesforce
11048637,Inactive Investor,David Bond,,PFS Investments Inc. Albany NY 3 Pine West Plz,david.bond@primerica.com,,Salesforce
9573311,,Trevor Bird,,,trevorbirddesign@gmail.com,,List import
11152299,Inactive Investor,James Kelly,Financial Advisor,"Ameriprise Financial Services, LLC Westbury NY 1600 Stewart Ave",james.kelly@ampf.com,,Salesforce
10866171,Inactive Investor,Jesse Dusablon,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Saint Johns FL Private Residence",jesse.dusablon@tiaa.org,,Salesforce
11058306,Inactive Investor,Danielle Harrison,Chief Compliance Officer;Founder;Managing Member;President,Harrison Financial Planning,,,Salesforce
11140429,Inactive Investor,Michelle Kooiker,,Commonwealth Financial Network West Des Moines IA 214 5th St,mkooiker@commonwealth.com,,Salesforce
10890582,Inactive Investor,Heidi Garofalo,,LPL Financial LLC Midlothian VA 340 Browns Hill Ct,heidi.garofalo@lpl.com,,Salesforce
155751,,Dominic Sargeant,,[Unknown],onis_uk@hotmail.com,,Organic Search
9597162,,Gregory Bruce,,,gbruce@ff-inc.com,,List Import
11021984,Inactive Investor,Felipe Laborde,Chief Investment Officer,Bice Wealth Management LLC,,,Salesforce
11222879,,Richard Henderson,,,rhenderson@merceradvisors.com,,List import
10800200,Inactive Investor,Janice Whiting,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Red Bank NJ 331 Newman Springs Rd",janice.whiting@wellsfargoadvisors.com,,Salesforce
10853369,Inactive Investor,Bret Stephens,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,bret.stephens@fidelity.com,,Salesforce
11053642,Inactive Investor,Melissa Jones,Financial Advisor;Financial Planning Executive,SageSpring Wealth Partners,melissa.jones@swinvestmentgroup.com,,Salesforce
10929908,Inactive Investor,John Sherwin,,"Osaic Wealth, Inc. Columbus OH 445 Hutchinson Ave",,,Salesforce
235510,, -,,[[Unknown]],stanleybutler42@gmail.com,,Database Upload
9587500,,Steven Harper,,,sharper@terracapmgmt.com,,List import
11202731,Inactive Investor,Greg Cunningham,Managing Principal,GS Investment Inc,greg@gsinvestments.com,,Salesforce
10926882,Inactive Investor,Tyrone Barbery,,"Raymond James Financial Services, Inc. Spokane WA 4102 S Regal St",ty.barbery@raymondjames.com,,Salesforce
11114074,Inactive Investor,Luigino Petrone,,"Cambridge Investment Research, Inc.",,,Salesforce
11168895,Inactive Investor,Cooper Thrush,,Vanguard Marketing Corporation,cooper_thrush@vanguard.com,,Salesforce
10826362,Inactive Investor,Dennis Snoozy,Chief Compliance Officer;Financial Advisor;Member;President,SNP Financial Advisors,dennis@snpfinancialadvisors.com,,Salesforce
11142150,Inactive Investor,Wenhui Wang,,Cetera Advisors LLC Billerica MA 572 Boston Rd,,,Salesforce
341481,,Laurent Dupeyron,Chief Executive Officer,Olympia Capital Management S.a.,laurent.dupeyron@olympiagroup.com,331-495-39038,Manual List Upload
9642748,,Namkyu Kang,,,eshuteria@gmail.com,,List import
11106497,Inactive Investor,Ryan Kelly,,Morgan Stanley Englewood CO 5251 DTC Pkwy,,,Salesforce
11106783,Inactive Investor,Arthur Weise,Chief Investment Officer;Founder;Managing Partner,Kingsland Investments,,,Salesforce
11077390,Inactive Investor,Anthony McGraw,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10767042,Inactive Investor,Julie Thomas,Senior Financial Advisor,Commonwealth Financial Network Rochester NY 290 Linden Oaks,,,Salesforce
10907134,Inactive Investor,Bijan Golkar,Chief Compliance Officer;Chief Executive Officer;President;Senior Advisor,"FPC Investment Advisory, Inc.",,,Salesforce
11144120,Inactive Investor,Earl Schreiber,Financial Advisor,Park Avenue Securities LLC Brentwood TN 9019 Overlook Blvd,,,Salesforce
10912798,Inactive Investor,Gulshan Kaur,,J.P. Morgan Securities LLC Tempe AZ 1821 E Guadalupe Rd,gulshan.kaur@jpmorgan.com,,Salesforce
10992960,Inactive Investor,Harrison Hamilton,Wealth Advisor,"Smith Anglin Financial, LLC",,,Salesforce
10613780,,John McCarthy,"Financial Advisor, First Vice President, Investment Officer, Senior Vice President",,john.mccarthy@wellsfargoadvisors.com,,List Import
11075645,Inactive Investor,Eric Tomlinson,,LPL Financial LLC Warsaw IN 325 S Lake St,,,Salesforce
10994869,Inactive Investor,Johnathon Lawrence,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,johnathon.lawrence@jpmorgan.com,,Salesforce
10815214,Inactive Investor,Hendrik Bosman,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10785263,Inactive Investor,Brandon Cox,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brandon.cox@fidelity.com,,Salesforce
11117298,Inactive Investor,Samantha Thomas,,PFS Investments Inc. Vancouver WA 601 Main St,,,Salesforce
9546012,,Kelly Woo,,,kwoo@profectusfinancial.com,,List import
10488286,,Bruno Adoric,"Chief Compliance Officer, Chief Financial Officer, Chief Operating Officer",Sole Source Capital LLC,badoric@solesourcecapital.com,,List Import
10966297,Inactive Investor,David Young,Financial Planner;Owner,Money Concepts Capital Corp Kennesaw GA 1050 Shiloh Rd NW,dyoung@moneyconcepts.com,,Salesforce
210496,,Patrick Rowland,,United States,prbuilder27@yahoo.com,,
10989996,Inactive Investor,Spencer Jensen,,NYLIFE Securities LLC Sandy UT 150 W Civic Center Dr,stjensen@ft.newyorklife.com,,Salesforce
10889839,Inactive Investor,Jason Hughes,,Hilltop Securities Inc.,jason.hughes@hilltopsecurities.com,,Salesforce
11113456,Inactive Investor,Richard Campo,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,rcampo@lincolninvestment.com,,Salesforce
11047093,Inactive Investor,Dahn Lincoln,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",dahn.lincoln@ml.com,,Salesforce
10925702,Inactive Investor,Christo Zgourides,Financial Advisor,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,christo_zgourides@glic.com,,Salesforce
10941699,Inactive Investor,William Perkins,,"Transamerica Financial Advisors, Inc Orange CA 765 The City Dr S",w.perkins@transamerica.com,,Salesforce
10970817,Inactive Investor,Tiffany Arnitz,,"Raymond James Financial Services, Inc. Scottsdale AZ 8669 E San Alberto",tiffany.arnitz@raymondjames.com,,Salesforce
10970569,Inactive Investor,Raziel Hecht,Wealth Advisor,Wealthspire Advisors Delafield WI 709B Milwaukee St,razi.hecht@wealthspire.com,,Salesforce
11027835,Inactive Investor,Amy Koo,,"Farmers Financial Solutions, LLC Burlingame CA 1633 Bayshore Hwy",akoo@farmersagent.com,,Salesforce
9620757,,Tarun Reddy Tada,,,tarunreddy19@gmail.com,,List import
9592836,,Danielle Martin,,,danielle.martin@purefinancial.com,,List import
11229735,Inactive Investor,Ashley Austin,,"Northwestern Mutual Investment Services, LLC Decatur IL 240 S Main St",ashley.austin@nm.com,,Salesforce
11137807,Inactive Investor,Samuel Lathus,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,samuel.lathus@jpmorgan.com,,Salesforce
10956671,Inactive Investor,Oliver Espinalcruz,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11173146,Inactive Investor,Marion Johnson,,"Principal Securities, Inc. Olathe KS Private Residence",johnson.marion@principal.com,,Salesforce
11201043,Inactive Investor,Blake Morris,,Hilltop Securities Inc.,blake.morris@hilltopsecurities.com,,Salesforce
10885009,Inactive Investor,Jason Green,Financial Advisor,"Ameriprise Financial Services, LLC Greenwood AR 71 W Center St",jason.green@ampf.com,,Salesforce
11172486,Inactive Investor,Mark Bieber,,Vanguard Marketing Corporation,mark_bieber@vanguard.com,,Salesforce
10894081,Inactive Investor,Lissa Silva,Wealth Advisor,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,lissa.silva@jpmorgan.com,,Salesforce
9629934,,Roshan Dubey,,,rdshipps4@gmail.com,,List import
11076895,Inactive Investor,John Wyngaard,,Cabot Lodge Securities LLC Madison WI 414 Donofrio Dr,john.wyngaard@clsecurities.com,,Salesforce
10889540,Inactive Investor,Stephen Barber,,Sovereign Wealth Advisors LLC,,,Salesforce
10974780,Inactive Investor,Cortney Giles,Chief Compliance Officer;Financial Planner;Manager,"Archstone Wealth Advisors, LLC",giles@archstonewealth.com,,Salesforce
10933068,Inactive Investor,Liam Mccarthy,Client Associate,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,lmccarthy@rockco.com,,Salesforce
9601050,,Micah Wakefield,,,micah.wakefield@swanglobalinvestments.com,,List import
11058621,Inactive Investor,Linda Vigneri,Senior Associate,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,linda.m.vigneri@chase.com,,Salesforce
10831842,Inactive Investor,Robert Mosson,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Grand Rapids MI 4362 Cascade Rd SE",denny.mosson@ampf.com,,Salesforce
10892692,Inactive Investor,Haris Gailani,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 912 Garnet Ave",haris.gailani@ml.com,,Salesforce
10840923,Inactive Investor,Benjamin Wong,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
10789627,Inactive Investor,Felipe Gomez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,felipe.r.gomez@jpmorgan.com,,Salesforce
227217,, -,,[[Unknown]],johnnydurocher@gmail.com,,
9556239,,Dino Jambresic,,,dino.jambresic@fidelity.com,,List import
11158995,Inactive Investor,Scot Hicks,,"Independent Financial Group, LLC",shicks@ifgsd.com,,Salesforce
11119690,Inactive Investor,Paul Wendling,,Commonwealth Financial Network Washington Township MI Private Residence,pwendling@cfnmail.com,,Salesforce
11143004,Inactive Investor,Hannah Myers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10900026,Inactive Investor,Jamey Morse,Financial Advisor,Edward Jones Rockport IN 421 Main St,jamey.morse@edwardjones.com,,Salesforce
10933231,Inactive Investor,Matthew Hogan,Banker;Vice President,J.P. Morgan Securities LLC Saint Louis MO 7700 Forsyth Blvd,,,Salesforce
11205452,Inactive Investor,John Serrecchia,,"MML Investors Services, LLC Ft. Pierce FL Private Residence",,,Salesforce
10896356,Inactive Investor,Michael Segall,,"Allstate Financial Services, LLC Mount Vernon WA 1711 E College Way",michaelsegall@allstate.com,,Salesforce
10934564,Inactive Investor,Chaitanya Kane,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,chaitanya.kane@ubs.com,,Salesforce
10979056,Inactive Investor,Benjamin Elias,Financial Professional Associate,"Equitable Advisors, LLC Milwaukee WI 111 E Kilbourn Ave",benjamin.elias@equitable.com,,Salesforce
11089440,Inactive Investor,Guy Jensen,Financial Professional,LPL Financial LLC Emporia KS 802 W 6th Ave,dailey.jensen@lpl.com,,Salesforce
11092730,Inactive Investor,Anthony Curnow,Private Wealth Advisor,"Ameriprise Financial Services, LLC Grand Blanc MI 1537 E Hill Rd",acurnow@ampf.com,,Salesforce
11210752,Inactive Investor,Jason Joanis,Director - Investments;Partner;Senior Portfolio Manager,SlateStone Wealth LLC Madison WI 525 Junction Rd,jjoanis@slatestone.com,,Salesforce
10844682,Inactive Investor,Reginald Wilkes,Senior Vice President,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,rwilkes@janney.com,,Salesforce
10808783,Inactive Investor,Michael Kissner,Owner,MK Strategic Equities,,,Salesforce
10820992,Inactive Investor,David Greeley,Financial Advisor,Edward Jones Hanover MD 7240 Parkway Dr,david.greeley@edwardjones.com,,Salesforce
9856179,,Esco Westerman,,,escowesterman@msn.com,,Web form fillout
8481076,,Jose Rosario,,Morgan Stanley,jose.m.rosario@morganstanley.com,,List Import
10807275,Inactive Investor,Mayra Venegas,Wealth Strategy Associate,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,mayra.venegas@ubs.com,,Salesforce
11174884,Inactive Investor,Louis Datilio,,Thrivent Investment Management Inc. Mesa AZ 2941 N Power Rd,,,Salesforce
11058267,Inactive Investor,Christian Guyette,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11103901,Inactive Investor,Theodore Athans,Chief Compliance Officer;Managing Partner;Managing Principal;Partner;Principal,WealthSpring,tathans@wealthspringpartners.com,,Salesforce
10889730,Inactive Investor,Austin Goddard,Chief Executive Officer,Taylor Goddard Investments Yelm WA Private Residence,,,Salesforce
11074669,Inactive Investor,David Livoy,,"Allstate Financial Services, LLC West Chester PA 121 Turner Ln",davidlivoy@allstate.com,,Salesforce
229278,, -,,[Unknown],tonia@toniapankopf.com,,
11233809,Inactive Investor,Blake Schwartz,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,blake.schwartz@primerica.com,,Salesforce
10791296,Inactive Investor,Lauren Eilberg,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",lauren.eilberg@schwab.com,,Salesforce
372731,,Aruna Withane,,Singapore,awithane@hotmail.com,,source
11156941,Inactive Investor,Kaushik Meisheri,Chief Compliance Officer;Managing Member,Lifetime Equity Investments LLC,,,Salesforce
10820625,Inactive Investor,Joshua Cotten,Financial Professional,LPL Financial LLC Muskogee OK 1215 W Okmulgee St,josh.cotten@lpl.com,,Salesforce
11115241,Inactive Investor,Ken Quach,,State Farm VP Management Corp. Houston TX 11570 Bellaire Blvd,ken.quach.iy9r@statefarm.com,,Salesforce
11179410,Inactive Investor,Nafissa Diallo,Financial Advisor,"Wells Fargo Clearing Services, LLC Washington DC 1350 New York Ave NW",nafissa.diallo@wellsfargo.com,,Salesforce
352510,,Joliene Deskus,,"Hooker & Holcombe Investment Advisors, Inc.",jdeskus@hhconsultants.com,860-521-8400,Manual List Upload
9602630,,Raoul Pal,,,research@globalmacroinvestor.com,,List import
11013316,Inactive Investor,Shufan Dong,,J.P. Morgan Securities LLC Cleveland OH 11417 Euclid Ave,shufan.dong@jpmorgan.com,,Salesforce
10867616,Inactive Investor,Nicholas Devries,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,nick.devries.rnof@statefarm.com,,Salesforce
10917778,Inactive Investor,Stephen Farmer,Financial Advisor,Edward Jones Odessa TX 2101 N Grandview Ave,stephen.farmer@edwardjones.com,,Salesforce
10936692,Inactive Investor,Kelly Berenbaum,Chief Compliance Officer;Founder;Lead Planner,Blue Tree Financial,,,Salesforce
10984722,Inactive Investor,Hunter Mills,,"Truist Investment Services, Inc. Memphis TN 999 Shady Grove Rd S",hunter.mills@truist.com,,Salesforce
11260083,Inactive Investor,Vincenza Macherone,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",,,Salesforce
10853746,Inactive Investor,John Dowd,,"Sanford C. Bernstein & Co., LLC",jdowd@bernstein.com,,Salesforce
9573572,,Cody Bennett,,,kody_cj@yahoo.com,,List import
9574426,,Howard Essner,,,hessner@ancora.net,,List import
11189307,Inactive Investor,John Wright,,LPL Financial LLC Raleigh NC 3701 Lake Boone Trl,j.david.wright@lpl.com,,Salesforce
9568594,,Craig Schutte,,,craigs@efsadvisors.com,,List import
11078339,Inactive Investor,David Romagosa,Principal,LPL Financial LLC Lafayette LA 213 N College Rd,david.romagosa@lpl.com,,Salesforce
11239075,Inactive Investor,Duncan VanDurme,,U.S. Energy Development Corporation,dvandurme@usedc.com,,Salesforce
338991,,Patrick Lanigan,"Partner, Elected Manager","Twin Bridge Capital Partners, Llc",planigan@twinbridgecapital.com,312-284-5600,Manual List Upload
9550861,,Robert Soohey,,,robert.soohey@cfdinvestments.com,,List import
11079766,Inactive Investor,Mary Maller,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",mary.weiglein@nm.com,,Salesforce
11173983,Inactive Investor,John Cutler,Financial Advisor;Partner;Wealth Advisor,William Blair,jcutler@williamblair.com,,Salesforce
9561766,,Gavin Porter,,,gavin.porter@hancockwhitney.com,,List import
9548849,,David Fitzgerald,,,david.fitzgerald@fmr.com,,List import
10775018,Inactive Investor,Bryan Perry,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",bryan_perry@ml.com,,Salesforce
9580502,,Ryan Anderson,,,ryan.anderson@mariner-re.com,,List import
10915629,Inactive Investor,Brian Chamberlain,,"The Investment Center, Inc. Grapevine TX 611 S Main St",bchamberlain@investmentctr.com,,Salesforce
11260794,Inactive Investor,Eric Meisel,,GWN Securities Inc. McAllen TX 813 N Main St,ericmeisel@gwnsecurities.com,,Salesforce
10989506,Inactive Investor,Matthew Harter,,Vanguard Marketing Corporation,matthew_harter@vanguard.com,,Salesforce
11025507,Inactive Investor,Timothy Pignataro,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10802820,Inactive Investor,Peter Barboutis,,"Avantax Investment Services, Inc. Bettendorf IA Private Residence",,,Salesforce
11105277,Inactive Investor,William Clark,Associate,Thrivent Investment Management Inc. Ramona CA Private Residence,william.clark@thrivent.com,,Salesforce
202777,,Cody Tarver,,[Unknown],ctarver8895@gmail.com,,source
9540371,,David Harkins,,,david.harkins@ucsfinvestco.org,,List Import
11052788,Inactive Investor,Jared Parke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10896716,Inactive Investor,Jodi Cline,Financial Advisor,Edward Jones Ponca City OK 110 S 4th St,jodi.cline@edwardjones.com,,Salesforce
11100608,Inactive Investor,Laura Clancy,Assistant Vice President,The Huntington Investment Company Novi MI 43200 W 10 Mile Rd,laura.clancy@huntington.com,,Salesforce
10859690,Inactive Investor,Trey Wells,Financial Advisor,Edward Jones Puyallup WA 311 River Rd,trey.hamrick@edwardjones.com,,Salesforce
10946045,Inactive Investor,Brandon Harvey,,Morgan Stanley,,,Salesforce
9587031,,Christopher Singleton,,,singleton@kancap.com,,List import
10988942,Inactive Investor,Taylor Barr,,Jefferies LLC,tbarr@jefferies.com,,Salesforce
9620606,,Christopher Farrell,,,am.silver@hotmail.com,,List import
9560298,,Tepek lezar,,,tepeltje667@gmail.com,,List import
11012125,Inactive Investor,Kelsey Robinson,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,kelsey_robinson@glic.com,,Salesforce
9542379,,Malcolm Jones,,,m-mjones@msn.com,,List import
3472900,,Keith Nation,,,bombastic4000@gmail.com,,Web Form Fillout
11164847,Inactive Investor,Joseph Todd,,MWA Financial Services Inc. Oklahoma City OK 420 S Broadway St,joseph.todd@modern-woodmen.org,,Salesforce
11120363,Inactive Investor,Conor Boyd,Investment Advisor Representative,"Equity Services, Inc. Queensbury NY 1048 State Rte 9",cboyd@nationallife.com,,Salesforce
10848460,Inactive Investor,Ashley Davy,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Snellville GA 2333 Main St E",ashley.ringgold@wellsfargoadvisors.com,,Salesforce
7060559,,L T Johnson,,,ycwrqtfv@eurokool.com,,Web Form Fillout
9542200,,Daniel von Allmen,,,dva@progressivecapital.com,,List import
11207684,Inactive Investor,Erica Moonier,,LPL Financial LLC Phoenix AZ 1850 N Central Ave,erica.moonier@lpl.com,,Salesforce
11079437,Inactive Investor,Andrew Alsobrook,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10930739,Inactive Investor,Christopher Harne,Chief Compliance Officer;Managing Member,Remora Wealth Management Catonsville MD 2 Randolph Springs Ct,christopher.harne@remorawealth.com,,Salesforce
11115102,Inactive Investor,James Christian,,"Osaic Wealth, Inc. Lakeville MN 17595 Kenwood Trl",,,Salesforce
9605102,,nayne patel,,,nayne19@outlook.com,,List import
219269,,Dianne OBoyle,,[Unknown],dianne.m.oboyle@gmail.com,,Direct
340690,,Jack Baker,Partner,Moss Adams Wealth Advisors Llc,jack.baker@mossadams.com,206-302-6500,Manual List Upload
11053113,Inactive Investor,Jason Caxaj,,J.P. Morgan Securities LLC Houston TX 13311 Westheimer Rd,jason.caxaj@jpmorgan.com,,Salesforce
4073607,,nnanna okporie,,,nnannaokporie12@gmail.com,,Web Form Fillout
9557092,,David Lamay,,,david.lamay@essexfinancialservices.com,,List import
9634342,,Nicole Ruocco,,,nicoleruocco@comcast.net,,List import
11235792,Inactive Investor,Sean Sparkman,Financial Advisor,Insight Folios Northville MI Private Residence,sean@insightfolios.com,,Salesforce
374863,,Ron vercellotti,,Retired,mar21989@comcast.net,,List Import
9590888,,Scott Ferrier,,,scott.c.ferrier@gmail.com,,List import
9554792,,Bill Bisignano,,,bbisignano2@gmail.com,,List import
341640,,Christian Geringer,Vice President,Rothschild Investment Corporation,cgeringer@rothschildinv.com,312-983-8900,Manual List Upload
10811651,Inactive Investor,Ross Ginsberg,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",ross.ginsberg@equitable.com,,Salesforce
9574767,,Jeffery Sawyer,,,tutureywas@gmail.com,,List import
212829,,Kunal Patel,,Accredited Investor,yogicad@outlook.com,,Webinar
11004434,Inactive Investor,Emilia Soria,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,emilia.carrillo@primerica.com,,Salesforce
11166292,Inactive Investor,Ying Sun,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,diana.sun@citi.com,,Salesforce
11113717,Inactive Investor,Mark Gonzales,,"Farmers Financial Solutions, LLC Dallas TX 400 S Zang Blvd",mgonzales@farmersagent.com,,Salesforce
10889449,Inactive Investor,Vahan Janjigian,Chief Investment Officer,"Greenwich Wealth Management, LLC Wayland MA Private Residence",,,Salesforce
11155180,Inactive Investor,Geoffrey Ringle,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11109215,Inactive Investor,Ingrid Ellis,,PFS Investments Inc. Torrance CA 20100 S Western Ave,ingrid.ellis@primerica.com,,Salesforce
11092228,Inactive Investor,Christopher Lopez,,State Farm VP Management Corp. Las Vegas NV 11700 W Charleston Blvd,,,Salesforce
10759115,Inactive Investor,Molly Vines,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",molly_vines@ml.com,,Salesforce
10764276,Inactive Investor,John Daniel,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",,,Salesforce
10811946,Inactive Investor,Theodore Agelis,Regional Vice President,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,thoedore.agelis@primerica.com,,Salesforce
9567404,,Karl Dinnington,,,karldinnington@gmail.com,,List import
50202,,John Prather,,"MML Investors Services, LLC",jprather@massmutual.com,901-322-0291,
10831968,Inactive Investor,Tony Scott,Financial Advisor,Edward Jones Windom MN 244 9th St,tony.scott@edwardjones.com,,Salesforce
10845103,Inactive Investor,John Boardman,Chief Executive Officer;Financial Advocate;Founder;President;Regulatory Contact,"Ballast, Inc.",john@ballastplan.com,,Salesforce
10775404,Inactive Investor,Matthew Milnes,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",matt_milnes@ml.com,,Salesforce
11181212,Inactive Investor,Nina Nitti,Financial Advisor;Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,nina.nitti@morganstanley.com,,Salesforce
9594521,,Edmundo Garza,,,egarza@consultiva.com,,List import
10977009,Inactive Investor,Jacquelyn Smith-Tepas,,Lincoln Investment Buffalo NY 61 John Muir Dr,jsmith-tepas@lincolninvestment.com,,Salesforce
10661573,,Trevore Meyer,,,trevore@financialdesignstudio.com,,List Import
9596374,,Jimmie Plaskey,,,jplaskey@ewmadvisors.com,,List import
11024939,Inactive Investor,Melissa Irvin,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,msirvin@ft.newyorklife.com,,Salesforce
9571746,,Steven Goddard,,,beautonics.laserwhite@gmail.com,,List import
11108163,Inactive Investor,Tucker Kilcoyne,,Goldman Sachs & Co.,,,Salesforce
9580249,,Timothy Rolls,,,timothy.rolls@kestrafinancial.com,,List import
10915755,Inactive Investor,Bob Kawabe,,"ValMark Securities, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
11036876,Inactive Investor,Crystal Lockett,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,crystal.lockett@primerica.com,,Salesforce
11132690,Inactive Investor,Jillian White,Manager,"Principal Securities, Inc.",,,Salesforce
10784515,Inactive Investor,Gerald Simon,Financial Advisor,Edward Jones Stockbridge GA 130 Eagle Spring Ct,gerry.simon@edwardjones.com,,Salesforce
11071882,Inactive Investor,Dallin Wilcox,,"Raymond James Financial Services, Inc. Layton UT 177 E Antelope Dr",dallin.wilcox@raymondjames.com,,Salesforce
10850006,Inactive Investor,Matthew Frechette,Financial Advisor,Edward Jones Carmel IN 12411 Pennsylvania St,matthew.frechette@edwardjones.com,,Salesforce
10792963,Inactive Investor,Christopher Hess,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",christopher.hess@ml.com,,Salesforce
10937171,Inactive Investor,James Haun,Financial Advisor,Edward Jones,james.haun@edwardjones.com,,Salesforce
11024387,Inactive Investor,Michelle Octavio,,State Farm VP Management Corp. Johnstown PA 207 College Park Plz,,,Salesforce
242036,,Fiorella F Zotos,Systems Coordinator,Dakota Wealth Management,fzotos@dakotawm.com,,Event
10856211,Inactive Investor,Dennis Deckerhoff,Financial Advisor,"Raymond James & Associates, Inc. Tallahassee FL 2065 Thomasville Rd",dennis.deckerhoff@raymondjames.com,,Salesforce
338920,,Mary Pichert,Financial Services Assistant,Walleye Capital Llc,mpichert@waller.com,952-345-5200,Manual List Upload
11021869,Inactive Investor,Eric Varnado,,"P.J. Robb Variable, LLC Tucson AZ Private Residence",,,Salesforce
10922850,Inactive Investor,Frank Colangelo,,"Osaic Wealth, Inc. Allentown PA 884 Oplinger Rd",,,Salesforce
11051904,Inactive Investor,Jonathan Taylor,,Cetera Advisors LLC Indianapolis IN 500 E Ohio St,,,Salesforce
10955262,Inactive Investor,Frank Ruppert,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
11106743,Inactive Investor,Aaron Aberson,Chief Compliance Officer,"Ajax Capital Advisors, Inc.",aaron.aberson@ajaxca.com,,Salesforce
10814147,Inactive Investor,Daniel Bellino,Private Wealth Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",daniel.j.bellino@ampf.com,,Salesforce
10829520,Inactive Investor,Kenneth Gilmore,,B. Riley Wealth Management Chatham NJ 23 Center St,,,Salesforce
11119092,Inactive Investor,Corinne Koehler,Financial Advisor,LPL Financial LLC Pueblo CO 200 W B St,corinne.koehler@lpl.com,,Salesforce
10800605,Inactive Investor,Barbara Malone,Chief Compliance Officer;Client Services;President,"Stolper & Co., Inc. San Diego CA 600 W Broadway",bmalone@stolperco.com,,Salesforce
11007021,Inactive Investor,Leona Chan,,"Avantax Investment Services, Inc.",,,Salesforce
10658742,,Peter Loukis,,,peter.loukis@ubs.com,,List Import
11001244,Inactive Investor,Brian Brzycki,,State Farm VP Management Corp.,,,Salesforce
212313,,Arun Ram,,??Galaxy net ™,arun@hootvideo.com,415-320-1119,Initial Salesforce Import
11024511,Inactive Investor,Wesley Robbins,,"Truist Investment Services, Inc. Lake City TN 506 S Main St",wesley.robbins@truist.com,,Salesforce
11042910,Inactive Investor,Linda Schrunk,,Edward Jones Gilbert AZ Private Residence,,,Salesforce
10806314,Inactive Investor,Timothy McCalla,Business Initiatives Consultant;Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC",,,Salesforce
10889777,Inactive Investor,Kyle Shanaberger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",kyle.shanaberger@schwab.com,,Salesforce
11208259,Inactive Investor,Ty Shearman,,"Allstate Financial Services, LLC Lincoln NE 1401 N 56th St",,,Salesforce
10847367,Inactive Investor,Nicholas Nelson,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",,,Salesforce
10904082,Inactive Investor,Amber Trader,Financial Advisor,Edward Jones Issaquah WA 5720 E Lake Sammamish Pkwy SE,amber.trader@edwardjones.com,,Salesforce
10877696,Inactive Investor,Connor Curro,,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",connor.curro@rbc.com,,Salesforce
10850367,Inactive Investor,David Beimesch,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,david.beimesch@fidelity.com,,Salesforce
11127155,Inactive Investor,Jordan Thurow,,Robert W. Baird & Co. Incorporated,jthurow@rwbaird.com,,Salesforce
10916505,Inactive Investor,Mitesh Patel,,"Allstate Financial Services, LLC Pequannock NJ 67 Newark Pompton Tpke",mitesh.patel@allstate.com,,Salesforce
10861423,Inactive Investor,John Haines,,Fidelity Brokerage Services LLC,,,Salesforce
11004507,Inactive Investor,Gregory Duckworth,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",gregory.duckworth@nm.com,,Salesforce
6395793,,Ban Thabsn,,,taktakt812@gmail.com,,Web form fillout
11019060,Inactive Investor,Veronica Joe,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,veronica_joe@vanguard.com,,Salesforce
10981941,Inactive Investor,Robert Dean,Accountant;Managing Partner;President;Regulatory Contact,"HMV Wealth Advisors, LLC",rdean@hmvwealth.com,,Salesforce
9603890,,MICHAEL POTTHOFF,,,mp@stablefundsllc.com,,List import
167015,,nicola gandini,,[Unknown],nicolagandini@protonmail.com,,Organic Search
10611944,,Mitchell Edenbaum,"Financial Advisor, Managing Director - Investments",,mitchell.edenbaum@opco.com,,List Import
214109,,Jan Beckers,,[Unknown],jb@bitcap.com,,Other
178305,,Marc Procek,"Consultant, Segal Marco Advisors",[Unknown],mprocek@segalmarco.com, +1 212 251 5000,Database Upload
10527700,,Hafeez Khan,,,hafeez000khan0@gmail.com,,Web Form Fillout
10949475,Inactive Investor,Janet Renshaw,Financial Advisor,Thrivent Investment Management Inc. Park Hills MO 330 N State St,janet.renshaw@thrivent.com,,Salesforce
10646119,,Neil Egleston,,,negleston@americanportfolios.com,,List Import
9600830,,Richard Mashiangako,,,richardmashiangako1@gmail.com,,List import
9559573,,Cheryl Wilkinson,,,cwilkinson@thecolonygroup.com,,List import
10926102,Inactive Investor,Huimin Shi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Chester OH 7400 Tylersville Rd",huimin.shi@ml.com,,Salesforce
10892655,Inactive Investor,Hovig Ounjian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burbank CA 142 E Olive Ave",,,Salesforce
10929917,Inactive Investor,Kendra O'Reilly,,LPL Financial LLC Manchester CT 903 Main St,kendra.m.oreilly@lpl.com,,Salesforce
10844886,Inactive Investor,Gilbert Smith,,"Centaurus Financial, Inc. Simi Valley CA 6495 Sibley St",gsmith@cfiemail.com,,Salesforce
188708,,Bouchaib Essabir,,[Unknown],bkasessabir@yahoo.fr,,source
11049268,Inactive Investor,Brian Jones,,"Wells Fargo Advisors Financial Network, LLC Fond Du Lac WI 249 N Country Ln",brian.b.jones@wellsfargoadvisors.com,,Salesforce
10923662,Inactive Investor,Shabana Inshan,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11169670,Inactive Investor,Joseph Kavanagh,Compliance Analyst;Regulatory Contact,Janney Montgomery Scott LLC,jkavanagh@janney.com,,Salesforce
11022714,Inactive Investor,Benjamin Minor,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",ben.minor@wellsfargoadvisors.com,,Salesforce
10932673,Inactive Investor,Jordan Sathoff,Financial Advisor,LPL Financial LLC Hillsboro IA Private Residence,jordan.sathoff@lpl.com,,Salesforce
11094087,Inactive Investor,Victor Cepeda,Financial Advisor,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,victor.cepeda@td.com,,Salesforce
11004415,Inactive Investor,Mordecai Hirsch,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,mhirsch@ft.newyorklife.com,,Salesforce
10603699,,Evan Russo,Chief Executive Officer,Lazard Asset Management LLC,russoe@lazard.com,,List Import
10920264,Inactive Investor,Vincent Lloyd,,"Avantax Investment Services, Inc. Woodbury MN Private Residence",,,Salesforce
10918976,Inactive Investor,Adam Ware,,"Allstate Financial Services, LLC Draper UT 668 E 12225 S",adam.ware@allstate.com,,Salesforce
11020912,Inactive Investor,Keith Tucker,,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,ktucker@primerica.com,,Salesforce
9617271,,Kyle Richards,,,krichards3@fordham.edu,,List import
11103405,Inactive Investor,Elizabeth Gust,,"Osaic Wealth, Inc. Deforest WI 120 W Holum St",,,Salesforce
9617157,,sungjun shim,,,sjs2202@naver.com,,List import
11100220,Inactive Investor,Carrie James,,"Osaic Wealth, Inc. Scottsdale AZ 9171 E Bell Rd",,,Salesforce
9570129,,Anthony Inguaggiato,,,ainguaggiato@jetcap.com,,List import
350574,,Diane Hunley,Receptionist,Lucien Stirling & Gray Advisory Group Inc,dhunley@lsggroup.com,512-458-2517,Manual List Upload
10971630,Inactive Investor,Carma Wassman,,PFS Investments Inc. Knoxville TN 11424E Kingston Pike,cwassman@primerica.com,,Salesforce
10779778,Inactive Investor,Gerald Slattery,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",gerald_slattery@ml.com,,Salesforce
9553966,,Rui Vilas,,,rvilas1961@gmail.com,,List import
11221363,,Darrell Norling,,,norlingd@ceteranetworks.com,,List Import
11171845,Inactive Investor,Justin Fowler,Principal,"CliftonLarsonAllen Wealth Advisors, LLC Saint Louis MO 600 Washington Ave",justin.fowler@claconnect.com,,Salesforce
10962696,Inactive Investor,Kevin Reed,,Edward Jones Marble Falls TX 317 N US Hwy 281,,,Salesforce
9592296,,Jason Spriggs,,,spriggsjc@gmail.com,,List import
11011406,Inactive Investor,Susan Collins,,State Farm VP Management Corp. Orlando FL 422 S Alafaya Trl,susan.collins.c5c1@statefarm.com,,Salesforce
9609890,,Taehoon Kim,,,kth851@naver.com,,List import
11187111,Inactive Investor,Tiffany Ward,,State Farm VP Management Corp. Edmond OK 325 N Bryant Ave,tiffanyward@statefarm.com,,Salesforce
10919971,Inactive Investor,Anne Byerly,Financial Advisor,Edward Jones Fairfax VA 10560 Main St,anne.byerly@edwardjones.com,,Salesforce
11191860,Inactive Investor,Layne Tally,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Monica CA 100 Wilshire Blvd",layne.tally@ml.com,,Salesforce
10617349,,Gregory Schultze,,,gregory.a.schultze@ampf.com,,List Import
9636724,,David Pruitte,,,dpruitte@columbiariveradvisors.com,,List import
9602245,,Balazs Gerhardt,,,balazs.gerhardt@gmail.com,,List import
4780643,,Caryle Stein,,,carylestein@yahoo.com,,Web Form Fillout
10846188,Inactive Investor,Gaetano Sabatino,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Bayside NY 4122 Bell Blvd,gaetano.x.sabatino@chase.com,,Salesforce
10949656,Inactive Investor,Tyler Zmich,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9638813,,Cynthia Williamson,,,cwilliamson@cwf.org,,List import
11077622,Inactive Investor,Kristen Galbraith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kristen.mahon@fidelity.com,,Salesforce
11051394,Inactive Investor,Edmund Sweeney,Chief Compliance Officer;Investment Advisor Representative,Loop Investment Advisors LLC,,,Salesforce
10832866,Inactive Investor,Sean Snead,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",sean.snead@ml.com,,Salesforce
11082867,Inactive Investor,Heather Dean,,"Avantax Investment Services, Inc. Raleigh NC 1500 Sunday Dr",,,Salesforce
9613075,,Mary Ludgin,,,mary.ludgin@heitman.com,,List import
11006639,Inactive Investor,Daniel Pena,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",,,Salesforce
9593910,,Jason Roudabush,,,jroudabush@orchardholdings.com,,List import
11102836,Inactive Investor,Kathleen Dear,Financial Advisor,Edward Jones,,,Salesforce
9545386,,Sudhir Karanth,,,sudhir.karanth@i2econsulting.com,,List import
11209672,Inactive Investor,Garry Collins,Chief Executive Officer,Whitestone Capital Management LLC,,,Salesforce
10841515,Inactive Investor,Leisa Nash,Assistant Vice President;Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Rapid City SD 909 Saint Joseph St,leisa.nash@morganstanley.com,,Salesforce
11235575,Inactive Investor,Anthony Love,Managing Director;Senior Wealth Advisor,"Quotient Wealth Partners, LLC Irving TX 222 Colinas Blvd W",anthony.love@quotientwealth.com,,Salesforce
11004867,Inactive Investor,Ciara Perrin,,J.P. Morgan Securities LLC Knoxville TN 11242 Kingston Pike,ciara.perrin@jpmorgan.com,,Salesforce
11155455,Inactive Investor,Mary Ewing,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Kealakekua HI Private Residence",maryfrances.ewing@wellsfargoadvisors.com,,Salesforce
11126596,Inactive Investor,Cheryl McCormick-Hann,Financial Advisor,Edward Jones Mobile AL 120 S University Blvd,cheryl.mccormick-hann@edwardjones.com,,Salesforce
10799771,Inactive Investor,Laeny McKahan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,laeny.mckahan@fidelity.com,,Salesforce
11148439,Inactive Investor,Randy Deaton,,USA Financial Securities LLC Louisville KY 119 S Sherrin Ave,,,Salesforce
6762088,,Vvg Hyy,,,papfa345@gmail.com,,Web Form Fillout
11069231,Inactive Investor,Matthew Bott,Financial Advisor,"CreativeOne Securities, LLC Englewood CO 5889 Greenwood Plaza Blvd",,,Salesforce
10911116,Inactive Investor,Christopher Swaine,,"Charles Schwab & Co., Inc. Pasadena CA 680 E Colorado Blvd",,,Salesforce
11200936,Inactive Investor,Michael Garmone,,Cetera Advisor Networks LLC Gilbert AZ 1410 W Guadalupe Rd,,,Salesforce
10848655,Inactive Investor,Robert Bizek,Chief Compliance Officer;Principal,Summit Investments LLC,,,Salesforce
10884733,Inactive Investor,Nancy Almond,,Cetera Investment Services LLC Spokane WA 14610 E Sprague Ave,nancy.almond@ceterais.com,,Salesforce
9593305,,Elwood Davis,"Manager, President, Principal",Northeast Financial,elwood@nfc-westport.com,203-226-8997,List import
9642869,,Adriana Marini,,,adrianamarinimc@yahoo.com,,List import
340472,,Don Rogers,Managing Partner,"Stride Capital Group, Lp",drogers@stridecapital.com,203-569-8920,Manual List Upload
11069122,Inactive Investor,Amanda Hanley,,Commonwealth Financial Network Green Bay WI 225 S Monroe Ave,ahanley@commonwealth.com,,Salesforce
10885411,Inactive Investor,Marina Rodriguez,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
9626162,,Ransford Somuah,,,ransfordsomuah1995@gmail.com,,List import
9619029,,Alfred Duranti,,,acarter01414@aol.com,,List import
10910700,Inactive Investor,Steven Nielsen,,Park Avenue Securities LLC Salt Lake City UT 756 E Winchester St,,,Salesforce
10896001,Inactive Investor,Andrea Aronberg,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9588311,,John HOLLORAN,,,jholloran@axisleadership.com,,List import
11112641,Inactive Investor,Josie Smith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11185953,Inactive Investor,Brittney Taylor,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",,,Salesforce
11179260,Inactive Investor,Philip Pascucci,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Boston MA 28 State St,philip.h.pascucci@morganstanley.com,,Salesforce
11172613,Inactive Investor,Jana Peddie,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11042170,Inactive Investor,Nicholas Perini,,"Osaic Wealth, Inc. Oakmont PA 420 Allegheny River Blvd",,,Salesforce
9589390,,mohsen hbibli,,,mhbybly@gmail.com,,List import
336670,,Meredith Norris,Manager,"Nbz Investment Advisors, Llc",meredith@nbzcpa.com,865-584-1184,Manual List Upload
9564654,,Kara Schab,,,schab.kara@principal.com,,List import
9562105,,Mike Bombace,,,mike.bombace@gmail.com,,List import
123891,,Sherwin Lesk,,"Hightower Advisors, Llc",slesk@hightoweradvisors.com,(847) 520-0999,
11149387,Inactive Investor,Brady Endl,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,brady.endl@thrivent.com,,Salesforce
10760315,Inactive Investor,Charles Kuketz,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",ckuketz@tiaa-cref.org,,Salesforce
10882837,Inactive Investor,Stanton Green,,Lincoln Investment Waltham MA 95 Sawyer Rd,sgreen@lincolninvestment.com,,Salesforce
10836147,Inactive Investor,Alejandro Valle,Financial Planning Specialist;International Client Advisor,Morgan Stanley San Diego CA 101 W Broadway,alejandro.valle@morganstanley.com,,Salesforce
11117894,Inactive Investor,Mark Toumajian,,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",,,Salesforce
9552538,,Robert Perez,,,e2ifinancial@gmail.com,,List import
11193063,Inactive Investor,Fabian Stone,Manager,Berone Capital LLC Acworth GA 530 Delphinium Way NW,stone@beronecapital.com,,Salesforce
11122089,Inactive Investor,Kathy Wilkinson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sioux Falls SD 110 S Phillips Ave",kathy_wilkinson@ml.com,,Salesforce
10854802,Inactive Investor,Benjamin Isler,Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11087147,Inactive Investor,Lynn Caraveau,Financial Professional,LPL Financial LLC Billings MT 830 Shiloh Crossing Blvd,lynn.caraveau@lpl.com,,Salesforce
9566142,,FooChern Ting,,,foochern@gmail.com,,List import
10927699,Inactive Investor,Alsu Nezipova,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9606776,,Emma Risler,,,erisler@kingstreet.com,,List import
10915249,Inactive Investor,Sheldon Ford,Investment Advisor,McAllister Capital Management,sheldon@mcallistercapital.com,,Salesforce
11072713,Inactive Investor,Peter Higgins,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,phiggins@janney.com,,Salesforce
11062184,Inactive Investor,Zachary DeBoer,,"Raymond James Financial Services, Inc. Mequon WI 12740 N River Rd",zach.deboer@raymondjames.com,,Salesforce
10908633,Inactive Investor,Paul Barlow,Investment Advisor;Owner,"Barlow, Paul David",,,Salesforce
10761486,Inactive Investor,Nicholas Lampi,Principal,Edward Jones Chesterfield MO Private Residence,,,Salesforce
10939542,Inactive Investor,Gregg Winter,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,gregg.winter@opco.com,,Salesforce
10851844,Inactive Investor,Mary Brewer,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",mary.brewer@nm.com,,Salesforce
11040752,Inactive Investor,Kevin Donohue,Research Associate,"Centerpoint Advisors, LLC",kdonohue@centerpointadvisors.net,,Salesforce
10990865,Inactive Investor,Careena Patel,,"Kingswood Capital Partners, LLC",,,Salesforce
10822624,Inactive Investor,Robert Omohundro,,Alexander Capital Wealth Management LLC,romohundro@alexandercapitallp.com,,Salesforce
10613944,,Mark Labriola,Financial Advisor,,mark.labriola@wellsfargoadvisors.com,,List Import
10847251,Inactive Investor,Katherine Simmonds,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",kathe.simmonds@rbc.com,,Salesforce
9585605,,Cory Shackelford,,,coryshack415@gmail.com,,List import
9606837,,Colrborn Bell,,,colborn@finitesquarewell.com,,List import
11050601,Inactive Investor,Thomas Dietrich,,"Truist Investment Services, Inc. Pensacola FL 220 W Garden St",,,Salesforce
11097263,Inactive Investor,William Mihm,,"Raymond James Financial Services, Inc. Bonita Springs FL 3301 Bonita Beach Rd",bill.mihm@raymondjames.com,,Salesforce
10750613,,David Sugihartono,,,tanikarya283@gmail.com,085840024246,Web Form Fillout
9590276,,Felicia Amos,,,famos@whitcomb.com,,List import
11028181,Inactive Investor,Alma Aparicio,,J.P. Morgan Securities LLC Chino CA 3800 Grand Ave,alma.aparicio@jpmorgan.com,,Salesforce
11162390,Inactive Investor,Jason Benson,Financial Advisor,LPL Financial LLC Vinita OK 124 S Scraper St,jason.benson@lpl.com,,Salesforce
11099427,Inactive Investor,Matthew Black,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",matthew.d.black@ml.com,,Salesforce
11210386,Inactive Investor,Grant Hibbard,Financial Advisor,Edward Jones Saint Louis MO 1600 S Brentwood Blvd,grant.hibbard@edwardjones.com,,Salesforce
10882713,Inactive Investor,Allison Sutker,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,allison.coventry@us.hsbc.com,,Salesforce
10776369,Inactive Investor,Molly Henke,Manager;Operations,Thrivent Investment Management Inc.,molly.henke@thrivent.com,,Salesforce
11238298,Inactive Investor,Franz Colloredo-mansfeld,,Cabot Properties L.p.,franzc-m@cabotprop.com,,Salesforce
9636186,,Shelton Prince,,,sprince@buckheadcapital.com,,List import
9629859,,mateireallydontwantto giveyoumyname,,,petr.okalingov@gmail.com,,List import
9607863,,Robert Gold,,,bgold7a@gmail.com,,List import
9597982,,Paul Dau,,,pdau@financialengines.com,,List import
9633639,,Lauren Coleman,,,lauren@lnkagency.com,,List import
9572271,,patrick mcnamara,,,pmcnamara@claroadvisors.com,,List import
11134972,Inactive Investor,Robert Pannell,,"American Portfolios Financial Services, Inc. Hauppauge NY 200 Motor Pkwy",rpannell@americanportfolios.com,,Salesforce
10960032,Inactive Investor,William England,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10929712,Inactive Investor,Richard Vail,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",richard.vail@nm.com,,Salesforce
10871093,Inactive Investor,Christina Jacks,Financial Advisor,Edward Jones Terre Haute IN 400 Poplar St,tina.jacks@edwardjones.com,,Salesforce
11110140,Inactive Investor,Nicholas Elovitz,Investment Advisor Representative,"Portus Capital Management, LLC",nickelovitz@portuscm.com,,Salesforce
10940780,Inactive Investor,Harvey Keeney,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",hkeeney@financialguide.com,,Salesforce
10777177,Inactive Investor,Gregory Oguich,Financial Advisor,"Ameriprise Financial Services, LLC Buffalo NY 6622 Main St",gregory.g.oguich@ampf.com,,Salesforce
3979809,,Walter Luton,,,lutonw50@gmail.com,,Web Form Fillout
9551773,,Thomas Smith,,,thomas.x.smith@ampf.com,,List import
10930396,Inactive Investor,Laura Leidigh,,"Allstate Financial Services, LLC Roswell GA 45 W Crossville Rd",lauraleidigh@allstate.com,,Salesforce
190499,,Dhruv Kakadiya,,[Unknown],dhruv.kakadiya@gmail.com,,source
10871876,Inactive Investor,Melisa Wardlow,,"Osaic Wealth, Inc. Johnston IA 5700 Merle Hay Rd",,,Salesforce
236540,, -,,[[Unknown]],rlmiyamoto@msn.com,,
10903228,Inactive Investor,George Taylor,Branch Manager;Financial Advisor,"CUSO Financial Services, L.P. Gordonsville VA Private Residence",gtaylor@cusonet.com,,Salesforce
9593355,,Garry Range,,,g.range@charter.net,,List import
11180535,Inactive Investor,Gary Teston,,"Cambridge Investment Research, Inc. Hattiesburg MS 6374 US Hwy 98",,,Salesforce
10833306,Inactive Investor,Julia Ivanitski,Senior Registered Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,julia.ivanitski@morganstanley.com,,Salesforce
9541798,,Jethro Townsend,,,jtownsend@addend.com,,List import
11188811,Inactive Investor,Jimmeridith Johnson,,PFS Investments Inc. Plano TX 500 N Central Expy,jimmeridith.johnson@primerica.com,,Salesforce
10849201,Inactive Investor,Pedro Valadez,Financial Advisor,LPL Financial LLC Sierra Vista AZ 500 E Fry Blvd,pete.valadez@lpl.com,,Salesforce
10757305,Inactive Investor,Willard Varnum,Senior Portfolio Manager;Senior Vice President;Wealth Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",willard.varnum@morganstanley.com,,Salesforce
9541438,,Martin Ritter,,,ritter@email.cz,,List import
10831390,Inactive Investor,Brian Quinn,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",brian.quinn1@wellsfargoadvisors.com,,Salesforce
11212366,Inactive Investor,Christina Dungan,,J.P. Morgan Securities LLC Titusville FL 2700 S Washington Ave,christina.dungan@jpmorgan.com,,Salesforce
240439,,somnath dhar,,[Unknown],papaidhar2020@gmail.com,,Direct
9592847,,Raymond Robinson,,,tapout976@gmail.com,,List import
9547646,,Christopher Keeley,,,ckeeley@inukshukcapital.com,,List import
11143670,Inactive Investor,John Hanhauser,Director;Financial Advisor,Oppenheimer & Co. Inc. Wayne PA 201 King of Prussia Rd,john.hanhauser@opco.com,,Salesforce
10955870,Inactive Investor,Alexander Nguyen,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9557964,,Christopher Hodgson,,,chodgson@massmutual.com,,List import
11054493,Inactive Investor,Henry Kowalewski,Financial Consultant,"First Citizens Investor Services, Inc. Myrtle Beach SC 4040 River Oaks Dr",henry.kowalewski@firstcitizens.com,,Salesforce
10968619,Inactive Investor,Joshua Gilenson,Product Manager,LPL Financial LLC New City NY Private Residence,joshua.gilenson@lpl.com,,Salesforce
11050414,Inactive Investor,Thomas Stewart,Chief Executive Officer;Regulatory Contact,Quantbase,thomas@getquantbase.com,,Salesforce
9636366,,Christian Wagner,,,cwagner@firstsavingsonline.com,,List import
10892155,Inactive Investor,Gary Sancilio,Member;Partner;Regulatory Contact,"The Affinity Group, LLC",,,Salesforce
10992881,Inactive Investor,Edgardo Pineda Ramos,,J.P. Morgan Securities LLC Kings Park NY 38 Indian Head Rd,edgardo.pineda-ramos@jpmorgan.com,,Salesforce
11018055,Inactive Investor,Mitchell Andrews,Client Service Associate,"Osaic Wealth, Inc. Brookfield WI 405 N Calhoun Rd",,,Salesforce
9630266,,Jimmy Comfort,,,jcomfort4@gmail.com,,List import
11089726,Inactive Investor,Charles Carlson,Portfolio Manager;President,Corbyn Investment Management Inc,,,Salesforce
10761847,Inactive Investor,Brady Johnson,Financial Advisor,Edward Jones Seward NE 116 S 4th St,brady.johnson@edwardjones.com,,Salesforce
11120404,Inactive Investor,Irvin Villafan,,J.P. Morgan Securities LLC Los Angeles CA 1500 Vine St,irvin.villafan@jpmorgan.com,,Salesforce
10872438,Inactive Investor,Lynn Cecchini,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
9553429,,John Halford,,,johnhalford21@gmail.com,,List import
11021873,Inactive Investor,Daniel Engelhardt,Investment Advisor Representative,"Equity Services, Inc. West Harrison NY 333 Westchester Ave",dengelhardt@nationallife.com,,Salesforce
9553352,,Chik Ng,,,jeffng329@gmail.com,,List import
11019863,Inactive Investor,Marshall King,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",marshall.king@nm.com,,Salesforce
10846630,Inactive Investor,Bruce Keller,President,"Total Assets Management, Inc.",,,Salesforce
10827492,Inactive Investor,Brian Young,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,brian.young@ubs.com,,Salesforce
10882707,Inactive Investor,John McDowell,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,john.mcdowell@fidelity.com,,Salesforce
119113,,Holly Banford,,"Fifth Third Securities, Inc.",holly.banford@53.com,937-748-3270,
9589233,,John Wobbe,,,jwobbe@confluenceim.com,,List import
10806966,Inactive Investor,Corina Otero-Edinger,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,corina.otero-edinger@edwardjones.com,,Salesforce
9582397,,David Zimmerman,,,dzimmerman@fortress.com,,List import
11012371,Inactive Investor,Amoy Peret-Sebastian,,PFS Investments Inc. Tempe AZ 2245 W University Dr,aperet-sebastian@primerica.com,,Salesforce
10639586,,Ranjit S,,,devgodev@gmail.com,,Web Form Fillout
10975423,Inactive Investor,Carlos Gutierrez,,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",carlos.gutierrez@raymondjames.com,,Salesforce
10840577,Inactive Investor,Chad Bundy,,"Raymond James Financial Services, Inc. Harrison AR 303 N Main St",chad.bundy@raymondjames.com,,Salesforce
10487028,,Tyler Settele,Private Client Investment Associate,J.P. Morgan Securities LLC,tyler.settele@jpmorgan.com,,List Import
9647453,,James McCormack,,,jamesmccorm@gmail.com,,List import
11061699,Inactive Investor,Nicholas Drew,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ansonia CT 382 Main St",nicholas.drew@ml.com,,Salesforce
234153,, -,,[[Unknown]],maylan@tejaswestern.net,,
11232026,Inactive Investor,Marc Smith,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
9565017,,Justin McMillan,,,justin.mcmillan@fmr.com,,List import
11050195,Inactive Investor,Roy Laird,,PFS Investments Inc. Brooklyn NY 1306 Bay Ridge Pkwy,roy.laird@primerica.com,,Salesforce
10917623,Inactive Investor,Carla Ramirez,,"Farmers Financial Solutions, LLC Manhattan Beach CA 920 Manhattan Beach Blvd",,,Salesforce
346717,,William Arah,Director,Marathon-london,william.arah@marathon.co.uk,442-074-972211,Manual List Upload
10997487,Inactive Investor,Devyani Persaud,,MMC Securities LLC,devyani.persaud@mmc.com,,Salesforce
237006,, -,,[[Unknown]],kguymd@me.com,,
10828087,Inactive Investor,Mark Miller,Financial Advisor,Edward Jones Abilene TX 3849 Oldham Ln,mark.miller@edwardjones.com,,Salesforce
226106,, -,,[[Unknown]],joeodcowan@yahoo.com,,Initial Salesforce Import
9623101,,Michael Evans,,,maevans@evansevans.com,,List import
10937395,Inactive Investor,Kristal Dillon,,"First Command Brokerage Services, Inc.",kddillon@firstcommand.com,,Salesforce
9572236,,Jose Solano,,,solanjl@gmail.com,,List import
10982504,Inactive Investor,Brian Doherty,Investment Advisor,Balanced Rock Investment Advisors,,,Salesforce
11014341,Inactive Investor,Jeffrey Furlong,,J.P. Morgan Securities LLC Salt Lake City UT 376 E 400 S,jeffrey.furlong@jpmorgan.com,,Salesforce
11005860,Inactive Investor,Preeti Shakya,Relationship Banker,"Wells Fargo Clearing Services, LLC Lorton VA 8994 Lorton Station Blvd",,,Salesforce
10904260,Inactive Investor,Gregory Lamm,,"Ameriprise Financial Services, LLC San Antonio TX Private Residence",,,Salesforce
9607017,,Dennis Ferry,,,dferry@scppartners.com,,List import
11176309,Inactive Investor,Jonas Agbottah,,PFS Investments Inc. Henrico VA 4883 Finlay St,khnb8@primerica.com,,Salesforce
9600015,,David Hodges,,,david@integrawealth.com,,List import
9591233,,Robert Golden,,,pitbullgolden6732@outlook.com,,List import
10767291,Inactive Investor,Cecil Loyd,Partner,"Wells Fargo Advisors Financial Network, LLC Alpharetta GA 219 Roswell St",cecil.loyd@wfafinet.com,,Salesforce
10612235,,Alexander Lanzman,"Financial Advisor, Senior Director - Investments",,alexander.lanzman@opco.com,,List Import
11230555,Inactive Investor,Evan Goldschmidt,Client Relationship Specialist,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",,,Salesforce
10981504,Inactive Investor,Justin Flores,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11109380,Inactive Investor,Andrew Gregory,,"Steward Partners Investment Solutions, LLC Suffolk VA 1889 Governors Pointe Dr",andrew.gregory@stewardpartners.com,,Salesforce
11148924,Inactive Investor,Seth Scott,,PlanMember Securities Corporation Fresno CA 6780 N West Ave,,,Salesforce
11161494,Inactive Investor,Carlos Coutinho Maia,,"Allstate Financial Services, LLC Chicago IL 8770 W Bryn Mawr Ave",frederico.maia@allstate.com,,Salesforce
9590587,,Olga Sinkova,,,olga.v.sinkova@gmail.com,,List import
11103612,Inactive Investor,Debra Appaluccio,,LPL Financial LLC Ridgewood NJ 45 N Broad St,debra.appaluccio@lpl.com,,Salesforce
11023577,Inactive Investor,Ziyu Huang,,J.P. Morgan Securities LLC New York NY 8 Chatham Sq,ziyu.huang@jpmorgan.com,,Salesforce
10753586,Inactive Investor,Christopher Adams,,"Raymond James Financial Services, Inc. Nashville TN 150 3rd Ave S",christopher.adams@raymondjames.com,,Salesforce
10796234,Inactive Investor,Robert Echales,,Cetera Financial Specialists LLC Skokie IL 5202 Old Orchard Rd,robert.echales@ceterafs.com,,Salesforce
11173898,Inactive Investor,Alexander Kassouf,Senior Wealth Advisor;Wealth Advisor,"Beacon Pointe Advisors, LLC",akassouf@beaconpointe.com,,Salesforce
10770609,Inactive Investor,Jared Poullard,First Vice President - Investments;Senior Financial Advisor - Wealth Management,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",jared.b.poullard@wellsfargo.com,,Salesforce
10647327,,Zhicheng Rui,,,richard.rui@tfaconnect.com,,List Import
9646210,,Pat Matheaus -,,,p_matheaus@yahoo.com,,List import
10813821,Inactive Investor,Howard Hook,Financial Planner;Investment Advisor;Member,Access Wealth,hhook@access-wealth.com,,Salesforce
9559852,,Pamela Bettenhausen,,,pamela.bettenhausen@myavantax.com,,List import
10784513,Inactive Investor,Wayne Janicki,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",wayne.janicki@schwab.com,,Salesforce
93933,,Brent Harless,,Pensionmark,brent@anewlevel.net,(405) 659-1963,
11093080,Inactive Investor,Jeffrey Bach,Senior Vice President,"Wells Fargo Clearing Services, LLC Plymouth Meeting PA 2240 Butler Pike",jeffrey.bach@wellsfargoadvisors.com,,Salesforce
11113707,Inactive Investor,Raymond Henderson,,"Farmers Financial Solutions, LLC Flower Mound TX 6400 Cross Timbers Rd",,,Salesforce
11054120,Inactive Investor,Jason Alfonso,Investment Advisor Representative,"Independent Financial Group, LLC Loomis CA Private Residence",jalfonso@ifgrr.com,,Salesforce
9570448,,Haoyuan Gao,,,gaohaoyuandd@gmail.com,,List import
9638004,,Jean Gallipeau,,,jbgallip@syr.edu,,List import
11069795,Inactive Investor,David Moriniere,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",dmoriniere@hightoweradvisors.com,,Salesforce
9638723,,Helen Jacobs,,,helen.jacobs@cats.org.uk,,List import
9610877,,Aristides Maldonado,,,titomaldonado514@gmail.com,,List import
10613864,,Gregg Trentham,"Financial Advisor, Senior Vice President - Wealth Management",,gregg.trentham@ubs.com,,List Import
10951248,Inactive Investor,Timothy Fitzgerald,Retirement Plan Advisor,MJP Wealth Advisors,tfitzgerald@mjpwealthadvisors.com,,Salesforce
9634665,,Ryan Waddington,,,ryan@arsenalvp.com,,List import
11050818,Inactive Investor,Lanelle Morin,Senior Client Service Associate,Morgan Stanley Colorado Springs CO 121 S Tejon St,lanelle.morin@morganstanley.com,,Salesforce
10883934,Inactive Investor,Jeannine Davidenko,,Commonwealth Financial Network Seneca SC 108 E North 1st St,jdavidenko@commonwealth.com,,Salesforce
63334,,Davon Bultemeier,Wealth Advisor,"Thrivent Advisor Network, LLC",davon.bultemeier@thrivent.com,260-639-6300,
10752527,Inactive Investor,Howell Holland,,"Concourse Financial Group Securities, Inc. Fayette AL 305 2nd St NE",howell.holland@concoursefinancial.com,,Salesforce
10860544,Inactive Investor,Peter Karadimas,Managing Director;Senior Wealth Advisor,"GYL Financial Synergies, LLC Westport CT 55 Post Rd W",pkaradimas@gylfinsyn.com,,Salesforce
10893235,Inactive Investor,Tyler Barnhardt,Financial Advisor,Edward Jones Morganton NC 305 E Union St,tyler.barnhardt@edwardjones.com,,Salesforce
11220868,,Kimberly Ratcliffe,,,kratcliffe@flputnam.com,,List Import
11189943,Inactive Investor,Tracey West,,State Farm VP Management Corp. Lincoln NE 4435 O St,tracey.j.west.i22t@statefarm.com,,Salesforce
10794784,Inactive Investor,Daren Jepson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,daren.jepson@fidelity.com,,Salesforce
10779596,Inactive Investor,Kevin Cassidy,Associate,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
238627,,tuscanyid@skybeam.com Klein,,[Unknown],tuscanyid@skybeam.com,,Direct
67887,,Jamie Weissman,"Partner, Retirement Plan Specialist, Senior Financial Advisor","ARGI Investment Services, LLC",jamieweissman@argi.net,,
10810949,Inactive Investor,Roy Gray,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",roy.gray@ml.com,,Salesforce
9585113,,Janelle Anderson,,,janelle@grandwealth.com,,List import
10870748,Inactive Investor,James Ostrander,,NYLIFE Securities LLC Irvine CA 2338 Scholarship,jostrander@ft.newyorklife.com,,Salesforce
11016998,Inactive Investor,Caden Swisher,,"Packerland Brokerage Services, Inc. Canton OH 3930 Fulton Dr NW",caden_swisher@packerlandbrokerage.com,,Salesforce
9593126,,Andrew Petty,,,apetty2012@gmail.com,,List import
11166051,Inactive Investor,Cynthia Williams,,J.P. Morgan Securities LLC Seal Beach CA 13900 Seal Beach Blvd,cynthia.williams@jpmorgan.com,,Salesforce
117970,,Dina Ahten,"Client Relationship Manager, Compliance Manager, Regulatory Contact","Sapient Private Wealth Management,  LLC",dina@sapientpwm.com,541-762-0300,
11154334,Inactive Investor,Tyler Mueller,,PFS Investments Inc. Eau Claire WI 4330 Golf Ter,tylermmueller@primerica.com,,Salesforce
9593148,,Diego Castro,,,diegocastro83@gmail.com,,List import
9559798,,Joshua Stone,,,joshuastone419@gmail.com,,List import
11071747,Inactive Investor,Ann Marie Scott,Associate Financial Advisor,"Ameriprise Financial Services, LLC Auburn WA 29421 110th Ave SE",ann.m.scott@ampf.com,,Salesforce
10916920,Inactive Investor,Rabih Harmoush,Financial Advisor,LPL Financial LLC Glen Allen VA Private Residence,rab.harmoush@lpl.com,,Salesforce
10936449,Inactive Investor,Adam Hub,Financial Advisor,"Harbour Investments, Inc. Minneapolis MN 299 Coon Rapids Blvd NW",,,Salesforce
11196256,Inactive Investor,Samuel Dings,,"MML Investors Services, LLC Dallas Center IA 32255 200th St",sedings@financialguide.com,,Salesforce
10929705,Inactive Investor,Travis Kvassay,Financial Advisor,"Ameriprise Financial Services, LLC Wichita KS 8621 E 21st St N",travis.kvassay@ampf.com,,Salesforce
11126426,Inactive Investor,Kenneth Gross,Financial Advisor,"Osaic Wealth, Inc. Richmond VA 7100 Forest Ave",,,Salesforce
343473,,Alex Lind,"Regional Director, Asst Vice President","Angel Oak Capital Advisors, Llc",alexandra.lind@angeloakfunds.com,404-953-4900,Manual List Upload
9585540,,Tyler Kastner,Sales Associate,"ISC Advisors, Inc.",tkastner@iscgroup.com,,List import
11069287,Inactive Investor,Jonathan Batzlaff,,"Farmers Financial Solutions, LLC Wichita KS 8301 E 21st St N",jbatzlaff@farmersagent.com,,Salesforce
11203893,Inactive Investor,Mark Johnson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",mark_e_johnson@ml.com,,Salesforce
344887,,Sarah Personal,Financial Assistant,"Km Capital Management, Ltd.",sarah@kmcapitalmgt.com,512-697-0290,Manual List Upload
11057681,Inactive Investor,Peter Davis,Investment Consultant,"Charles Schwab & Co., Inc. Paramus NJ 17 S Paramus Rd",peter.davis@schwab.com,,Salesforce
9574379,,alex chiew,,,alexchiew@hotmail.com,,List import
10913687,Inactive Investor,Philip Obrien,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",philip.obrien@ml.com,,Salesforce
11221659,,Gregory Argyres,,,gargyres@firstrepublic.com,,List Import
11179723,Inactive Investor,Scott Gal,Financial Advisor,Edward Jones Lincoln NE 3830 Vermaas Pl,scott.gal@edwardjones.com,,Salesforce
212171,,Richard MacKirdy,,[Unknown],mackirdy.rich@gmail.com,,Organic Search
10911491,Inactive Investor,Mark Ambrose,,Stonex Securities Inc. Laguna Hills CA Private Residence,mark.ambrose@saswealth.com,,Salesforce
10975624,Inactive Investor,Mary Shanis,,J.P. Morgan Securities LLC Palm Coast FL 214 Palm Coast Pkwy NE,mary.e.shanis@chase.com,,Salesforce
10867664,Inactive Investor,Jesse Kellar,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11148834,Inactive Investor,Debra Alvarado,Practice Associate,"Ameriprise Financial Services, LLC Omaha NE 15858 W Dodge Rd",debbie.alvarado@ampf.com,,Salesforce
11133434,Inactive Investor,Paul Etheredge,,"MML Investors Services, LLC Birmingham AL 4628 Pine Mountain Rd",petheredge@financialguide.com,,Salesforce
11139368,Inactive Investor,Tonita Donaldson,,"Raymond James & Associates, Inc. Richmond VA 5706 Grove Ave",tonita.donaldson@raymondjames.com,,Salesforce
10884560,Inactive Investor,Lester Mahaffey,Owner,Mahaffey Financial LLC,,,Salesforce
11026870,Inactive Investor,Sophia Noisten,,Deutsche Bank Securities Inc.,sophia@deutschewealth.com,,Salesforce
11020280,Inactive Investor,Thomas Birkinbine,,"Farmers Financial Solutions, LLC Newport Beach CA 1101 Dove St",tbirkinbine@farmersagent.com,,Salesforce
11178456,Inactive Investor,John Sellers,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.sellers@tdameritrade.com,,Salesforce
10978337,Inactive Investor,Winston Chen,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,winston.chen@jpmorgan.com,,Salesforce
10839547,Inactive Investor,Erik Rayner,Wealth Advisor,William Blair Boston MA 125 High St,erayner@williamblair.com,,Salesforce
10939738,Inactive Investor,Preston Kern,,J.P. Morgan Securities LLC San Diego CA 13275 Black Mountain Rd,preston.kern@jpmorgan.com,,Salesforce
11061071,Inactive Investor,Jeffrey Erwin,Financial Advisor,LPL Financial LLC Lafayette CO 2765 Dagny Way,jeff.erwin@lpl.com,,Salesforce
10775864,Inactive Investor,Michael Watt,Financial Advisor,"Wells Fargo Clearing Services, LLC York PA 221 W Philadelphia St",michael.watt@wellsfargo.com,,Salesforce
11120621,Inactive Investor,Alexis Chavez,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",alex.chavez@nm.com,,Salesforce
10970257,Inactive Investor,Tara Meyer,,J.P. Morgan Securities LLC Louisville KY 3920 Summit Plaza Dr,tara.l.meyer@chase.com,,Salesforce
10940634,Inactive Investor,Anthony Krncevic,,"Avantax Investment Services, Inc.",,,Salesforce
11204399,Inactive Investor,Jeffery Coffman,,"Independent Advisor Alliance, LLC Denver NC Private Residence",jeffery.coffman@equitable.com,,Salesforce
9568789,,Zorie Barber,,,zbarber@gmail.com,,List import
91211,,Gerald Malmo,,"MML Investors Services, LLC",gmalmo@massmutual.com,336-724-1810,
10970291,Inactive Investor,Ryan Paris,,"Allstate Financial Services, LLC Englewood CO 7200 E Dry Creek Rd",,,Salesforce
11153860,Inactive Investor,Levi Leon,,J.P. Morgan Securities LLC La Puente CA 925 N Hacienda Blvd,levi.c.leon@jpmorgan.com,,Salesforce
11084104,Inactive Investor,Jonathan Fimreite,Financial Advisor,Edward Jones Deforest WI 136 Ethun Pl,jon.fimreite@edwardjones.com,,Salesforce
11050999,Inactive Investor,Jason Moyers,Director - Insurance Planning;Family Wealth Advisor;Financial Advisor;Portfolio Management Director;Senior Vice President - Weal,Morgan Stanley San Jose CA 225 W Santa Clara St,jason.moyers@morganstanley.com,,Salesforce
11010802,Inactive Investor,David Greene,,"Osaic Wealth, Inc. Potomac MD 10000 Falls Rd",,,Salesforce
11179888,Inactive Investor,Mike Miele,Financial Advisor;Vice President,PNC Investments Columbus OH 6900 N High St,michael.miele@pnc.com,,Salesforce
9553855,,Scott Brown,,,sbrown@wmgadvisors.com,,List import
9572093,,Christopher Flores,,,chris.flores@lfg.com,,List import
10596227,,Shaun Callahan,,,scallahan@wealthenhancement.com,,Web Form Fillout
45305,,Joseph Johnson,Advisor,AdvisorNet Wealth Management,jjohnson@advisornet.com,612-347-8622,
9648441,,Erik Davis,,,4edd1980@gmail.com,,List import
9582576,,Phillip Rademacher,,,phillip@rademacherfinancial.com,,List import
11049260,Inactive Investor,James Ritchie,Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Irvine CA 300 Spectrum Center Dr",james.ritchie@wfafinet.com,,Salesforce
10938663,Inactive Investor,Brett Leahy,Chief Compliance Officer;Chief Operating Officer;Partner,"Echelons Capital, LLC",,,Salesforce
9570851,,Garrett Flasinski,,,gflasinski@massmutual.com,,List import
339009,,Katherine Ruttenberg,Shareholder Of Registrant,Tinicum Incorporated,kruttenberg@tinicum.com,212-446-9300,Manual List Upload
11162741,Inactive Investor,Mylene Lomboy Arevalo,,"Wells Fargo Clearing Services, LLC Citrus Heights CA 8477 Auburn Blvd",mylene.lomboyarevalo@wellsfargo.com,,Salesforce
11098186,Inactive Investor,James Wycoff,,MooMoo Financial Inc.,james.wycoff@moomoo.com,,Salesforce
9636877,,Michael Livian,,,mlivian@llfadvisors.com,,List import
10826806,Inactive Investor,Peter Christie,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,peter.christie@morganstanley.com,,Salesforce
7103192,,VDSXV DFGXX,,,mekato2941@fenwazi.com,,Web Form Fillout
10976804,Inactive Investor,Christopher Gonzales,,"Charles Schwab & Co., Inc.",christopher.gonzales@schwab.com,,Salesforce
10791569,Inactive Investor,Richard Roeser,Financial Advisor,Edward Jones Palatine IL 220 N Smith St,rich.roeser@edwardjones.com,,Salesforce
11061106,Inactive Investor,James Eisnor,Financial Advisor,LPL Financial LLC Canonsburg PA 1800 Main St,james.eisnor@lpl.com,,Salesforce
10821311,Inactive Investor,Daniel Murphy,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
9572173,,Clint Walker,,,clintwa1@me.com,,List import
11013473,Inactive Investor,Sean Gellatly,,State Farm VP Management Corp. Grand Island NE 1233 N Webb Rd,sean.gellatly.j8qh@statefarm.com,,Salesforce
9579009,,William Rouse,,,rrouse@corriganfinancialinc.com,,List import
208199,,Eileen Duff,Investor,iCapital,eileen@icapitalnetwork.com,,
10984550,Inactive Investor,Scott Babbitt,,"International Assets Advisory, LLC Laguna Niguel CA 29231 Kestrel Ln",sbabbitt@iaac.com,,Salesforce
10571806,,William Beckman,,,bbeckman@onitengineering.com,407-719-9110,Web Form Fillout
10882306,Inactive Investor,Cynthia Pon,Chief Financial Officer;Chief Operating Officer;Partner,"MGO Private Wealth, LLC Newport Beach CA 4675 Macarthur Ct",,,Salesforce
10835718,Inactive Investor,Tracey Hay,,"Equitable Advisors, LLC Lebanon TN 1020 N Castle Heights Ave",tracey.hay@equitable.com,,Salesforce
10931975,Inactive Investor,Samineh Shaeghi,,LPL Financial LLC Campbell CA 2395 Winchester Blvd,samineh.shaeghi@lpl.com,,Salesforce
10940117,Inactive Investor,Yulando Wallace,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Glen Allen VA 4870 Sadler Rd",yulando.wallace@mutualofomaha.com,,Salesforce
10864294,Inactive Investor,Michael Beardi,,"Parsonex Securities, Inc.",michael.beardi@parsonexsecurities.com,,Salesforce
9622196,,Alex Kelloff,,,akelloff@sdccapitalpartners.com,,List import
11149004,Inactive Investor,Christine Poppe,,"CUNA Brokerage Services, Inc. Denver IA Private Residence",christine.poppe@cunamutual.com,,Salesforce
46042,,James Clouser,Financial Consultant,Thrivent Investment Management Inc.,jim.clouser@thrivent.com,781-577-2181,
11122296,Inactive Investor,Carol Popp,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11032519,Inactive Investor,Brian Bare,Financial Advisor,Edward Jones Wheaton IL 221 W Front St,brian.bare@edwardjones.com,,Salesforce
10896763,Inactive Investor,Joseph Rodriguez,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",joseph.rodriguez@nm.com,,Salesforce
207422,,Alex Cleanthous,,[Unknown],alex.c@webprofits.com.au,,
10886656,Inactive Investor,Dillon Ronspies,Financial Advisor,"Ameriprise Financial Services, LLC Norfolk NE 208 N 5th St",dillon.ronspies@ampf.com,,Salesforce
11120928,Inactive Investor,William Zaientz,,Goldman Sachs & Co.,william.zaientz@gs.com,,Salesforce
11115844,Inactive Investor,Tyler Simmons,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11067511,Inactive Investor,Brock Gallegos,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11103817,Inactive Investor,Lawrence Hodges,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Houston TX 4828 Loop Central Dr,lawrence.hodges@lpl.com,,Salesforce
9542261,,Kjetil Løvmon Holden,,,kho@klavenessmarine.com,,List import
11091266,Inactive Investor,Steve Jones,,"Avantax Investment Services, Inc. Carmel IN 13295 Illinois St",,,Salesforce
10770146,Inactive Investor,Mark Lenert,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,mlenert@ft.newyorklife.com,,Salesforce
11129702,Inactive Investor,Matthew Moffitt,Assistant Director,"Principal Securities, Inc.",,,Salesforce
11093667,Inactive Investor,Benjamin Boynton,,"Raymond James Financial Services, Inc. Wellington FL 12400 Southshore Blvd",benjamin.boynton@raymondjames.com,,Salesforce
1887,,Jude -,,[[Unknown]],blockchainlawyer1@gmail.com,,Initial Salesforce Import
11039460,Inactive Investor,Spencer Curry,,"Crews & Associates, Inc. Spring TX 1790 Hughes Landing Blvd",scurry@crewsfs.com,,Salesforce
10928300,Inactive Investor,Wayne Creeden,,"Bankers Life Securities, Inc. Dover DE 99 Wolf Creek Blvd",wayne.creeden@bankerslife.com,,Salesforce
10877222,Inactive Investor,Jonathan Brandan,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,jonathan.brandan@fmr.com,,Salesforce
351860,,Grant Ostlund,Managing Director,Ponder Investment Co,gostlund@ponderco.com,615-690-5541,Manual List Upload
7273147,,frank dinatale,,,franke460@gmail.com,,Web Form Fillout
10982101,Inactive Investor,Mark Young,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,,,Salesforce
10939529,Inactive Investor,Brian Dennis,Chief Compliance Officer;Investment Advisor Representative;Owner,"Brian Dennis, CFP(R)",,,Salesforce
10912645,Inactive Investor,Melinda Davis,Chief Compliance Officer;President,Cornerstone Wealth Planning,melinda@cornerstonewp.com,,Salesforce
10871208,Inactive Investor,Derek Gibbs,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
174084,,Dan Harrington,,[Unknown],dan_harrington@live.com.au,,Organic Search
10847862,Inactive Investor,Wook Lee,Chief Compliance Officer;Chief Operating Officer;Chief Technology Officer,Peconic Partners LLC,wook@peconic.com,,Salesforce
9561064,,????? ?????,,,meresetold55@gmail.com,,List import
10932882,Inactive Investor,Constance Ransom,Member,Indie Financial Planning,,,Salesforce
11218017,,Gina Hyde,,,hydeg@stifel.com,,List Import
9568416,,Hana Lee,,,2hanari0711@gmail.com,,List import
347596,,Charles Bender,Chief Financial Officer,Financial Consulate,cbender@financialconsulate.com,410-823-7283,Manual List Upload
10939010,Inactive Investor,James Nipp,Managing Director,SFMG Wealth Advisors,taylor@sfmg.com,,Salesforce
10801746,Inactive Investor,Matthew Olson,Financial Planning Analyst;Paraplanner,"Ameriprise Financial Services, LLC Decorah IA 903 Commerce Dr",,,Salesforce
351441,,Eric Schwartz,Managing Director,"Castle Harlan, Inc.",eschwartz@castleharlan.com,212-644-8600,Manual List Upload
11113202,Inactive Investor,Colleen Pameditis,Financial Advisor,Edward Jones Fountain Hills AZ 16838 E Palisades Blvd,coco.pameditis@edwardjones.com,,Salesforce
10596224,,Brian Rockwell,,,brian.rockwell@raymondjames.com,,Web Form Fillout
11167648,Inactive Investor,Alyssa Nguyen,,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",alyssa.nguyen@tfaconnect.com,,Salesforce
10940501,Inactive Investor,Jeffrey Chen,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
10839047,Inactive Investor,Philip Rodriguez,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9600213,,Willis Ashby,,,willis@integrafinancial.ws,,List Import
11045030,Inactive Investor,Marty Sasson,,Cetera Advisors LLC Oxnard CA 3976 Harbour Island Ln,,,Salesforce
11056911,Inactive Investor,Jordan Romie,,The Huntington Investment Company West Milton OH 25 Lowry Dr,jordan.romie@huntington.com,,Salesforce
10767919,Inactive Investor,David Kirkwood,Financial Advisor,"Ameriprise Financial Services, LLC Oak Ridge TN 683 Emory Valley Rd",david.c.kirkwood@ampf.com,,Salesforce
10487129,,Diana Yacob,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",diana.yacob@ml.com,,List Import
11068812,Inactive Investor,John Lydick,Financial Advisor,"Equitable Advisors, LLC Panama City Beach FL Private Residence",john.lydick@ml.com,,Salesforce
11137509,Inactive Investor,Marianne McGovern,Senior Private Client Associate,Janney Montgomery Scott LLC,mmcgovern@janney.com,,Salesforce
9582938,,Elizabeth Ford,,,bethford2018@gmail.com,,List import
11109419,Inactive Investor,Mark Wilkinson,Investment Advisor Representative,"Osaic FS, Inc. Raleigh NC 900 Ridgefield Dr",,,Salesforce
11092348,Inactive Investor,Deidre Tapia,,"OneAmerica Securities, Inc.",deidre.masters@oneamerica.com,,Salesforce
11049849,Inactive Investor,Randall Carter,,"Allstate Financial Services, LLC Monroe LA 2209 Justice St",randallcarter@allstate.com,,Salesforce
11096441,Inactive Investor,Steven Licciardi,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Cleveland OH 200 Public Sq,steven.licciardi@morganstanley.com,,Salesforce
11206493,Inactive Investor,Steven Adamski,Financial Advisor,LPL Financial LLC Green Bay WI 1595 Allouez Ave,steven.adamski@lpl.com,,Salesforce
9588786,,Romain Clerou,,,rclerou@clerou.com,,List import
9638873,,Lynn McCluskey,,,lmccluskey@dkmcorp.com,,List import
11183089,Inactive Investor,Danny Cooper,,"Allstate Financial Services, LLC Elgin OK 817 H St",dannycooper@allstate.com,,Salesforce
10964844,Inactive Investor,Michael Haddix,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Partner,Scout Clifton Park NY 9 Nottingham Way S,mike@elevatewith.com,,Salesforce
3126603,,Zardar Haider zaman,,,zh8185406@gmail.com,,
11070566,Inactive Investor,Patricia Olea,,J.P. Morgan Securities LLC Laguna Niguel CA 28131 Crown Valley Pkwy,patricia.olea@jpmorgan.com,,Salesforce
9613442,,Anders Nelson,,,anders.nelson@ubs.com,,List import
11101670,Inactive Investor,James Smith,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,james.b.smith@ubs.com,,Salesforce
10884248,Inactive Investor,Nathan Handlin,Wealth Advisor,LPL Financial LLC Port Orange FL 601 Oak St,nate.handlin@lpl.com,,Salesforce
10913456,Inactive Investor,John Nolan,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,john.nolan2@fmr.com,,Salesforce
10954688,Inactive Investor,Jason Giordano,,"Guardian Asset Advisors, LLC",,,Salesforce
10804643,Inactive Investor,C Rassler,,NYLIFE Securities LLC Boca Raton FL 2500 N Military Trl,csrassler@ft.newyorklife.com,,Salesforce
9627035,,Ryan Roa,,,ryan@ryanroa.com,,List import
11236640,Inactive Investor,Benton Ellis,Wealth Management Advisor,Cedrus LLC,bellis@cedrusfinancial.com,,Salesforce
10831120,Inactive Investor,Stephen Merle,Financial Advisor,LPL Financial LLC El Dorado Hills CA 981 Governor Dr,stephen.merle@lpl.com,,Salesforce
10903637,Inactive Investor,Keith Sprauer,,Commonwealth Financial Network The Colony TX 4400 State Hwy 121,ksprauer@commonwealth.com,,Salesforce
10796136,Inactive Investor,Patrick Bischoff,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",patrick_bischoff@ml.com,,Salesforce
10963609,Inactive Investor,Ronald Gascoyne,,Edward Jones Gig Harbor WA 5801 Soundview Dr,,,Salesforce
10894636,Inactive Investor,Robert Miller,Financial Advisor,J.P. Morgan Securities LLC Indianapolis IN 2302 Cunningham Rd,quinton.miller@jpmorgan.com,,Salesforce
10767030,Inactive Investor,David Daughtrey,Advisor;Chief Investment Officer;Founding Member;Managing Member;Regulatory Contact,Copperwynd Financial,ddaughtrey@copperwyndfinancial.com,,Salesforce
10963754,Inactive Investor,Angelina Ornelas,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",angelina.ornelas@schwab.com,,Salesforce
157542,,Nagaprasanna Nagarajan,,[Unknown],nmails@gmail.com,,Other
10807035,Inactive Investor,Alexander Fernandez Rana,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,alexander.fernandezrana@fidelity.com,,Salesforce
348513,,Amit Wadhwaney,Managing Member,Moerus Capital Management Llc,awadhwaney@moeruscap.com,121-246-14088,Manual List Upload
9560239,,David Packard,,,dave.packard@voya.com,,List import
11159838,Inactive Investor,Jahanguir Azodi,Chief Compliance Officer;Principal,Virtual Investment Planning LLC,,,Salesforce
10998790,Inactive Investor,Kristian Ormson,Financial Advisor,Edward Jones Amarillo TX 9400 Hillside Rd,kristian.ormson@edwardjones.com,,Salesforce
10891320,Inactive Investor,Brad Chi,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",brad.chi@ml.com,,Salesforce
217977,,John Perez,,[Unknown],johnperez1991@gmail.com,,
3437281,,Marty Martin Feuer,,,mfeuer1@zbzoom.net,,List Import
11021318,Inactive Investor,Shawn Emmons,,"Bankers Life Securities, Inc. Syracuse NY 231 Salina Meadows Pkwy",shawn.emmons@bankerslife.com,,Salesforce
10614454,,Mark Murphy,Financial Advisor,,mark_murphy@glic.com,,List Import
9639615,,Eric Hoh,,,eric.hoh@seb.se,,List import
10844085,Inactive Investor,Lucinda Fairfield,,LPL Financial LLC Albuquerque NM 6757 Academy Rd NE,lucinda.fairfield@lpl.com,,Salesforce
10909417,Inactive Investor,Paul Krueger,Financial Advisor,LPL Financial LLC Waunakee WI 2303 Malone St,paul.krueger@lpl.com,,Salesforce
9579347,,David Lee,,,david.lee@davidmleepc.com,,List import
9577831,,Amanda Marcello,,,amarcello@jfswa.com,,List import
10818999,Inactive Investor,James Jones,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9616461,,Dennis Udeme Akpan,,,talkto1bmeboss@billimusicempire.com,,List import
11205960,Inactive Investor,Charles Hanna,,"Raymond James Financial Services, Inc. Lancaster PA 1 Penn Sq",charles.hanna@raymondjames.com,,Salesforce
11253543,,Shadmaan Sabbir,,,shadustu@gmail.com,,Web Form Fillout
10839521,Inactive Investor,Glenn Westfall,National Sales Director,PFS Investments Inc. Denver CO 1776 S Jackson St,glenn.westfall@primerica.com,,Salesforce
11114249,Inactive Investor,Tomasz Bienkowski,,"Bankers Life Securities, Inc. Clearwater FL 73 N Park Place Blvd",tomasz.bienkowski@bankerslife.com,,Salesforce
11086452,Inactive Investor,Ronald Cox,,NYLIFE Securities LLC Greenville SC Private Residence,rccox@ft.newyorklife.com,,Salesforce
10808747,Inactive Investor,Anita Hearn,Financial Advisor,Edward Jones Apex NC 113A N Salem St,anita.hearn@edwardjones.com,,Salesforce
10987439,Inactive Investor,Mauricio Cisneros,,Edward Jones Murphys CA 178 Big Trees Rd,,,Salesforce
9548381,,Anne Glaser,,,anneglaser@synovus.com,,List import
10975758,Inactive Investor,Daniel Bodmann,Compliance Consultant,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",daniel.bodmann@mutualofomaha.com,,Salesforce
11036367,Inactive Investor,Giuliana Lagumina,,Deutsche Bank Securities Inc.,giuliana@deutschewealth.com,,Salesforce
10787101,Inactive Investor,Kyle Black,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kblack.team@fidelity.com,,Salesforce
9587484,,Racer Boi,,,fastracer499@gmail.com,,List import
9543562,,Jay Burnett,,,jayfburnett@gmail.com,,List import
10965107,Inactive Investor,Allie Sylvester,Financial Advisor,LPL Financial LLC Saint Petersburg FL 701 94th Ave N,allie.sylvester@lpl.com,,Salesforce
10985187,Inactive Investor,Marc Alessandro,,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",alessandro_marc@nlvmail.com,,Salesforce
10913060,Inactive Investor,Karla Sullivan,General Counsel;Regulatory Contact,"The Colony Group, LLC",ksullivan@thecolonygroup.com,,Salesforce
10819018,Inactive Investor,Mihret Tesfaye,,J.P. Morgan Securities LLC New York NY 2099 Broadway,mihret.x.tesfaye@chase.com,,Salesforce
248884,,Abdulrahman Alkaabi,CEO,Vortex,gov.of.uae@gmail.com,,Manual List Upload
1005449,Inactive Investor,Bennett Wo,,Bennett Wo,ben@cswo.com,,Content
10861111,Inactive Investor,Michael Jasuta,,"Allstate Financial Services, LLC Scotch Plains NJ 2284 South Ave",michaeljasuta@allstate.com,,Salesforce
11114785,Inactive Investor,Shampy Prakash,,"MML Investors Services, LLC Fremont CA 2201 Walnut Ave",shampyprakash@financialguide.com,,Salesforce
10862487,Inactive Investor,Antanas Mikuzis,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",tony.mikuzis@bofa.com,,Salesforce
10658203,,Kyle Youngblood,,,klyoungblood@ft.newyorklife.com,,List Import
10791045,Inactive Investor,Gerald Cloney,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",gerald.cloney@schwab.com,,Salesforce
11055476,Inactive Investor,Shane Edwards,Financial Planner;Financial Professional,"MML Investors Services, LLC Toledo OH 7659 Kings Pointe Rd",shaneedwards2@financialguide.com,,Salesforce
10806714,Inactive Investor,John Schuelke,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated O Fallon IL 910 Talon Dr",john.p.schuelke@ml.com,,Salesforce
10766151,Inactive Investor,Jennifer Kahoul,Senior Registered Associate,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,jennifer.cornell@morganstanley.com,,Salesforce
11180571,Inactive Investor,Michael Hubbs,,"Saxony Securities, Inc. Collinsville IL 502 W Main St",,,Salesforce
10994835,Inactive Investor,Timothy Pennino,Wealth Advisor,Chicago Partners Investment Group LLC,tim.pennino@chicagopartnersllc.com,,Salesforce
11185502,Inactive Investor,Michael Vidales,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,mike.vidales.hqh3@statefarm.com,,Salesforce
10764672,Inactive Investor,Scott Wirgau,Financial Advisor,Edward Jones Canton MI 5958 N Canton Center Rd,scott.wirgau@edwardjones.com,,Salesforce
10962043,Inactive Investor,Charman Cruseturner,Associate,Edward Jones Sulphur LA 1906 Maplewood Dr,,,Salesforce
11199827,Inactive Investor,Bobby Bright,Investment Advisor,"Osaic FS, Inc. Gadsden AL 546 Broad St",,,Salesforce
10892595,Inactive Investor,Jeffrey Englert,,"Osaic Wealth, Inc. Pittsburgh PA 153 Thousand Oaks Dr",,,Salesforce
10939196,Inactive Investor,Alan Topolski,,"Cadaret, Grant & Co., Inc.",atopolski@cadaretgrant.com,,Salesforce
10645062,,Paul Kenny,,,kennyp@stifel.com,,List Import
347610,,Gary Bradshaw,Director,Hodges Capital Management Inc,gbradshaw@hodgescapital.com,888-878-4426,Manual List Upload
152375,,Philip Bogdanov,,[Unknown],phil.ig.bog@gmail.com,,
10612575,,Lauraine Anton,Financial Advisor,,lauraine.2.anton@ampf.com,,List Import
10934163,Inactive Investor,Pierre Perez,,"Wells Fargo Clearing Services, LLC Las Vegas NV 11730 W Charleston Blvd",pierre.m.perezcassar@wellsfargo.com,,Salesforce
9574631,,udai kanu,,,udaykanu123@gmail.com,,List import
9610393,,Jun Shi,,,bn10j3s@hotmail.com,,List import
10696051,,Salomon LEVY,,SEDG FINANCIAL SERVICES CORP,slevy@sedgfinancial.com,,List Import
10807213,Inactive Investor,Nathan Moran,Financial Advisor,Edward Jones Asheville NC 40 N Merrimon Ave,nathan.moran@edwardjones.com,,Salesforce
11125410,Inactive Investor,Samuel Bernard,,LPL Financial LLC Dayton OH 7021 Troy Pike,sam.bernard@lpl.com,,Salesforce
10787992,Inactive Investor,William Woodmansee,President;Regulatory Contact,"Commerce Advisors, LLC",william.woodmansee@commerceadvisorsllc.com,,Salesforce
11109613,Inactive Investor,Joseph Crest,Financial Advisor,Edward Jones Lacey WA 130 Marvin Rd SE,joseph.crest@edwardjones.com,,Salesforce
10786371,Inactive Investor,James Solano,Financial Advisor;Global Sports and Entertainment Director;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Red Bank NJ 20 Linden Pl,james.solano@morganstanley.com,,Salesforce
10969481,Inactive Investor,Brian Morin,,"Cambridge Investment Research, Inc. Turner ME Private Residence",,,Salesforce
10963540,Inactive Investor,Kristina Patt,,"First Command Brokerage Services, Inc. Burlington MA 78 Blanchard Rd",kmpatt@firstcommand.com,,Salesforce
10945068,Inactive Investor,Ryan Forrester,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Selden NY 994 Middle Country Rd",ryan.forrester@ml.com,,Salesforce
9606917,,Shawn Scheller,,,shawnscheller@gmail.com,,List import
10791995,Inactive Investor,Manuia Sotoa,,LPL Financial LLC Dublin CA Private Residence,manuia.sotoa@lpl.com,,Salesforce
11041498,Inactive Investor,Douglas Veach,,State Farm VP Management Corp. Woodstock VA 910 S Main St,,,Salesforce
11124380,Inactive Investor,Kylie Vogel,Associate Financial Advisor,Edward Jones Aberdeen SD 631 S Roosevelt St,kylie.wahl@edwardjones.com,,Salesforce
217446,,Charlie Jolliffe,"Sales & Business Development Manager, EMEA/APAC",CF Benchmarks,charlie@cfbenchmarks.com,,
11127584,Inactive Investor,Adam Jardon,Financial Advisor,Edward Jones Colorado Springs CO 7621 Austin Bluffs Pkwy,adam.jardon@edwardjones.com,,Salesforce
10923485,Inactive Investor,Drew Venus,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",drew.venus@nm.com,,Salesforce
11025040,Inactive Investor,Alice Reitz,Financial Advisor;Wealth Advisor,LPL Financial LLC Madison CT 77 Wall St,alice.reitz@lpl.com,,Salesforce
10872754,Inactive Investor,Olusesan Osunfisan,,PFS Investments Inc. Pompano Beach FL 7400 Wiles Rd,olusesan.osunfisan@primerica.com,,Salesforce
10795264,Inactive Investor,Jason Berlinger,Alternative Investment Director;Family Wealth Director;Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Manage,Morgan Stanley Santa Monica CA 100 Wilshire Blvd,jason.berlinger@morganstanley.com,,Salesforce
10975924,Inactive Investor,Nathan Smith,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",nathan.smith@schwab.com,,Salesforce
9638292,,Michael Nicks,,,michael.nicks@pepperdine.edu,,List import
10774582,Inactive Investor,Mark Jillson,Financial Advisor,LPL Financial LLC Newport Beach CA 5015 Birch St,mark.jillson@lpl.com,,Salesforce
11170338,Inactive Investor,James Schmidt,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",jim_schmidt@ml.com,,Salesforce
11062856,Inactive Investor,Thomas Crider,,Cetera Advisor Networks LLC San Clemente CA Private Residence,,,Salesforce
11023804,Inactive Investor,Windall Lancaster,,"Osaic Wealth, Inc. Germantown TN 9056 Corporate Gardens Dr",,,Salesforce
11020214,Inactive Investor,George Najm,Client Service Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",george.najm@ampf.com,,Salesforce
10845637,Inactive Investor,Kenneth Ackis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10966003,Inactive Investor,Alexander Valin,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10821917,Inactive Investor,Niles Geary,,United Planners' Financial Services of America A Limited Partner Johnson City TN 208 Sunset Dr,,,Salesforce
9627914,,Manuel Cooper,,,manuelcooper@hotmail.com,,List import
9628535,,Scott Weaver,,,scott.weaver@sharpusa.com,,List import
11150425,Inactive Investor,Justin Jacobs,Financial Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,justin.jacobs@morganstanley.com,,Salesforce
11015946,Inactive Investor,Michael Yates,,"W&S Brokerage Services, Inc. Maumee OH 1745 Indian Wood Cir",,,Salesforce
10991665,Inactive Investor,Jessica Nevens,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9598836,,Grace Choi,,,grace@willsfg.com,,List import
9588730,,David McCarthy,,,dmac24601@yahoo.com,,List import
352711,,Gerald Michaud,,Horizon Technology Finance,jerry@horizontechfinance.com,860-676-8654,Manual List Upload
10914501,Inactive Investor,Consuella Harge,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",consuella.harge@tiaa.org,,Salesforce
10881399,Inactive Investor,Joel King,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10657117,,Steven Rasmussen,,,steven.j.rasmussen@pjc.com,,List Import
10908085,Inactive Investor,Trevor Scott,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11156357,Inactive Investor,Brenda Davis,,"The Leaders Group, Inc.",brenda@leadersgroup.net,,Salesforce
11231144,Inactive Investor,Emily Allee,,LPL Financial LLC Elm Grove WI 900 Elm Grove Rd,emily.allee@lpl.com,,Salesforce
10525459,,Vince Abel,,,viabel@yahoo.com,,Web Form Fillout
11191219,Inactive Investor,Thomas Harnish,,"Northeast Planning Associates, Inc. Bangor ME 360 Harlow St",tharnish@northeastplanning.com,,Salesforce
10815109,Inactive Investor,James Shaver,,"Osaic Wealth, Inc. Billings MT 490 N 31st St",,,Salesforce
11181349,Inactive Investor,Jason Soland,Financial Advisor,LPL Financial LLC Decorah IA 202 E Water St,j.soland@lpl.com,,Salesforce
9571137,,Jack Meoff,,,hardranon@pm.me,,List import
10974480,Inactive Investor,Andrew Singer,,Hilltop Securities Inc. New York NY 485 Madison Ave,andrew.singer@hilltopsecurities.com,,Salesforce
10911117,Inactive Investor,Johnathon Park,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,johnathon_park@vanguard.com,,Salesforce
11190486,Inactive Investor,Fahad Ismail,,"Wells Fargo Clearing Services, LLC Omaha NE 13625 California St",fahad.ismail@wellsfargo.com,,Salesforce
26986,,Craig Elliot,Co-Chief Operating Officer,NWI Management LP,celliot@nwimgmt.com,1-212-297-2950,Initial Salesforce Import
9605329,,Dennis Riley,,,dennis.riley@glenmede.com,,List import
10872827,Inactive Investor,Joseph Mallee,Chief Executive Officer;Financial Professional,"MML Investors Services, LLC Center Valley PA 3701 Corporate Pkwy",jmallee@financialguide.com,,Salesforce
7490049,,Joe Flatowicz,,,jflat@yahoo.com,,Web Form Fillout
10644341,,Thomas Heffernan,,,theffernan@tradingblock.com,,List Import
10782774,Inactive Investor,Ralph Scherer,Portfolio Manager;Shareholder,Foster & Motley Inc,ralph@fosterandmotley.com,,Salesforce
10882592,Inactive Investor,Shannon Sottile,Private Wealth Advisor,"Osaic FA, Inc. Indiana PA 9 N 7th St",shannon.sottile@lfg.com,,Salesforce
10974544,Inactive Investor,Cindy Graham,,SECU Brokerage Services Fayetteville NC 651 Executive Pl,cindy.allen@ncsecu.org,,Salesforce
10995766,Inactive Investor,Viraj Sisodiya,,J.P. Morgan Securities LLC Princeton Junction NJ 63 Princeton Hightstown Rd,viraj.sisodiya@chase.com,,Salesforce
9608943,,Alejandra Paredones,,,alejandra.paredones@bsicapitalgroup.com,,List import
10819706,Inactive Investor,Michael Pelletier,,"Raymond James & Associates, Inc.",michael.pelletier@raymondjames.com,,Salesforce
9633627,,Kwok Khuan Lee,,,levin8200@gmail.com,,List import
10939630,Inactive Investor,Wendy Weant,Investment Advisor Representative,"Osaic Wealth, Inc. Salisbury NC 219 Statesville Blvd",wweant@royalallianceadvisors.com,,Salesforce
11072090,Inactive Investor,Denise Froehlich,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",denise_froehlich@ml.com,,Salesforce
10913833,Inactive Investor,Anthony Rogers,,"Centaurus Financial, Inc. Troutville VA 56 Ridge Rd",,,Salesforce
10945480,Inactive Investor,Mark Landskroner,,J.P. Morgan Securities LLC Akron OH 3265 W Market St,,,Salesforce
10997677,Inactive Investor,Matthew Haefner,Partner;Senior Advisor,"Monograph Wealth Advisors, LLC",mhaefner@monographwealth.com,,Salesforce
10968378,Inactive Investor,Tad Sobieszczanski,Executive Vice President;Family Wealth Strategist,TFO Wealth Partners,tsobieszczanski@tfowealth.com,,Salesforce
11097245,Inactive Investor,Christopher Bates,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10987259,Inactive Investor,Calvin Lucas,,J.P. Morgan Securities LLC Darien IL 7501 Cass Ave,calvin.lucas@jpmorgan.com,,Salesforce
11121510,Inactive Investor,James Ptacek,Financial Advisor,LPL Financial LLC Cleveland OH 5339 Ridge Rd,,,Salesforce
124985,,Jeffrey Dunn,President and CEO,Tolleson Private Wealth Management,jeffrey.dunn@sesameworkshop.org,(214) 965-3192,
11190126,Inactive Investor,Lorenzo Fevola,,"Bankers Life Securities, Inc. Melbourne FL 1901 S Harbor City Blvd",lorenzo.fevola@bankerslife.com,,Salesforce
9554405,,Brian O'connell,,,briano@marquiswealthgroup.com,,List Import
11057631,Inactive Investor,Sivaparvati Thagirisa,Chief Compliance Officer;Financial Planner;Investment Advisor,Map to Your Wealth LLC,,,Salesforce
11011878,Inactive Investor,Torsten Saile,,"Osaic Wealth, Inc. Scottsdale AZ 15169 N Scottsdale Rd",,,Salesforce
229052,, -,,[[Unknown]],paulsommer2603@gmail.com,,Paid Social
11172998,Inactive Investor,James Scholl,,GWN Securities Inc. Pagosa Springs CO 543 Park Ave,jscholl@gwnsecurities.com,,Salesforce
11122520,Inactive Investor,Gregory Betsinger,Financial Advisor,Edward Jones Longmont CO 600 5th Ave,greg.betsinger@edwardjones.com,,Salesforce
11038708,Inactive Investor,Nolan Pattee,,"Bankers Life Securities, Inc. Brentwood TN 1600 Westgate Cir",,,Salesforce
11167101,Inactive Investor,Mitchell Schultze,,Cetera Advisor Networks LLC Norfolk NE 314 N 5th St,,,Salesforce
10924352,Inactive Investor,Royce Stewart,Financial Advisor,LPL Financial LLC Redwood City CA 2000 Broadway St,,,Salesforce
10975280,Inactive Investor,Ethan Kraft,Director - Retirement Plans,Precision Financial Services,ethan.kraft@pfs-inc.com,,Salesforce
11172356,Inactive Investor,Matthew Garry,,Fidelity Brokerage Services LLC New York NY 13A W 61st St,matthew.garry@fidelity.com,,Salesforce
11037065,Inactive Investor,Frederick Sharbaugh,Financial Advisor,Park Avenue Securities LLC Baton Rouge LA 10000 Perkins Rowe,kyle_sharbaugh@glic.com,,Salesforce
10939093,Inactive Investor,Jonnelly Cordero,,PFS Investments Inc. New York NY 1430 Broadway,jonnelly.cordero@primerica.com,,Salesforce
9572776,,Ronny Krishana,,,rkrishana@bbinvestments.com,,List import
11112415,Inactive Investor,Freddy Macias,,J.P. Morgan Securities LLC Dallas TX 6251 Greenville Ave,freddy.macias@jpmorgan.com,,Salesforce
9599657,,ILKWON JANG,,,jik900@gmail.com,,List import
11016071,Inactive Investor,Melissa Vackner,,"Allstate Financial Services, LLC Babylon NY 430 W Main St",melissavackner@allstate.com,,Salesforce
9541948,,Vince Borrego,,,vinceborrego@gmail.com,,List import
11107465,Inactive Investor,Alexandra Diez,,Morgan Stanley,,,Salesforce
10763576,Inactive Investor,John Rathbun,,"Cambridge Investment Research, Inc. Fairfield IA 107 E Washington Ave",,,Salesforce
10826058,Inactive Investor,Michael McQuilkin,Partner;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Orange CA 701 S Parker St",michael.mcquilkin@wellsfargoadvisors.com,,Salesforce
10809466,Inactive Investor,Samir Sleiman,Financial Advisor;Managing Director;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",sam.m.sleiman@wellsfargo.com,,Salesforce
11078854,Inactive Investor,Chase Fowler,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",,,Salesforce
10878642,Inactive Investor,Patrick Thompson,,Cetera Advisors LLC Bellevue WA 1750 112th Ave NE,,,Salesforce
11025773,Inactive Investor,Camilla Fuller,,"Wells Fargo Advisors Financial Network, LLC Frisco TX 1701 Legacy Dr",camilla.fuller@wellsfargoadvisors.com,,Salesforce
11039737,Inactive Investor,Kurtis Schletzer,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Martinsville IN Private Residence,cschletzer@rwbaird.com,,Salesforce
6928425,,Enkun Wang,,,lee07866@gmail.com,,Web form fillout
10864265,Inactive Investor,Sarah Dols,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
11080617,Inactive Investor,Franchester McNeill,Principal,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",franchester.mcneill@equitable.com,,Salesforce
11206740,Inactive Investor,Kathleen Nemetz,,LPL Financial LLC Prescott AZ 3623 Crossings Dr,kathleen.nemetz@lpl.com,,Salesforce
9606973,,M B,,,mbasomah@gmail.com,,List import
10912155,Inactive Investor,Kevin Kearney,,"Coordinated Capital Securities, Inc. Waunakee WI 210 W Main St",kkearney@ccsreps.com,,Salesforce
9606511,,zizheng yan,,,zhuiyue@vip.qq.com,,List import
11030974,Inactive Investor,Stephen Waltrich,Chief Operating Officer,"Mill Creek Capital Advisors, LLC",swaltrich@millcreekcap.com,,Salesforce
9646798,,Louise Habeeb,,,louise.h.anella@wellsfargoadvisors.com,,List import
10976443,Inactive Investor,William Wolfe,,LPL Financial LLC Menlo Park CA 1010 El Camino Real,,,Salesforce
9567687,,Lee junyeon,,,juj4455@gmail.com,,List import
11050923,Inactive Investor,Charles Burgat,Chief Compliance Officer;Managing Member,"White Sand Capital, LLC",brad@whitesand-capital.com,,Salesforce
10977156,Inactive Investor,De Hao Wang,,"Wells Fargo Clearing Services, LLC Concord CA 775 Oak Grove Rd",,,Salesforce
10657787,,Thomas Dusing,,,thomas.dusing@fidelity.com,,List Import
10801026,Inactive Investor,Elizabeth Shabaker,Chief Compliance Officer;Chief Executive Officer;Co-Chief Executive Officer;Principal,"Versant Capital Management, Inc.",lizs@versantcm.com,,Salesforce
11162386,Inactive Investor,Seth Kovensky,,LPL Financial LLC Savannah GA 340 Eisenhower Dr,seth.kovensky@lpl.com,,Salesforce
10964200,Inactive Investor,Andre Thomas,Chief Compliance Officer;Financial Advisor;Managing Member,Elite-Pro Wealth Advisors LLC,athomas@eliteprowealthadvisors.com,,Salesforce
10969911,Inactive Investor,Pedro Ricalo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,pedro_ricalo@vanguard.com,,Salesforce
9561393,,Antony Stureman,,,tony@kkwealth.com,,List import
128471,,Sean Boylan,,LPL,sean.boylan@lpl.com,(781) 373-4457,
246216,,Not Provided,Director,Hope U M C,jd3vans@q.com,,Manual List Upload
11109941,Inactive Investor,Sara Fontana,,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,sfontana@primerica.com,,Salesforce
10613356,,Michael Handel,"First Vice President, Senior Financial Advisor",,michael_handel@ml.com,,List Import
11059824,Inactive Investor,Michael Goernemann,,Vanguard Marketing Corporation,michael_goernemann@vanguard.com,,Salesforce
45275,,Michael Blehar,Managing Director,"Fort Pitt Capital Group, Llc",mblehar@fortpittcapital.com,412-921-1822,Manual List Upload
11098142,Inactive Investor,Thomas Teister,,"Cambridge Investment Research, Inc. Pewaukee WI Private Residence",,,Salesforce
9597121,,Derek Newcomer,,,dnewcomer@bpadvisors.com,,List import
10821757,Inactive Investor,Martin Puello,,Southstate|DuncanWilliams Securities Corp.,martin.puello@duncanwilliams.com,,Salesforce
11009059,Inactive Investor,Timothy Key,,"Ameritas Investment Company, LLC",timothy.key@ameritas.com,,Salesforce
10835362,Inactive Investor,Thomas Stimler,,The O.N. Equity Sales Company Jacksonville FL Private Residence,,,Salesforce
10841856,Inactive Investor,Kenneth Chung,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,kenneth.h.chung@jpmorgan.com,,Salesforce
11203947,Inactive Investor,Edgardo Martinez,,J.P. Morgan Securities LLC Miami FL 10795 NW 58th St,edgardo.martinez@chase.com,,Salesforce
11067608,Inactive Investor,Aurore Guillard,,PFS Investments Inc. Hartsdale NY 100 N Central Ave,aurore.guillard@primerica.com,,Salesforce
9548672,,Richard Lawrence,,,rick@colofinancial.com,,List import
11043297,Inactive Investor,Matthew Rykulski,,"Kestra Investment Services, LLC Auburn Hills MI 3250 Auburn Rd",,,Salesforce
11254606,Inactive Investor,Maximilian Walter,,Evercore Group L.L.C.,,,Salesforce
10986359,Inactive Investor,Andrew Riddle,Director - Operations,Everwealth,andrewriddle@wmatulsa.com,,Salesforce
11105474,Inactive Investor,Justin Vestri,Financial Advisor,Wealthcare Advisory Partners LLC Green Cove Springs FL Private Residence,,,Salesforce
10826065,Inactive Investor,Timothy Hanson,Financial Advisor,Edward Jones Santa Rosa CA 600 McDonald Ave,tim.hanson@edwardjones.com,,Salesforce
9590268,,Ronald Rawls,,,rhrawls@aol.com,,List import
9593245,,Harrison Geldermann,,,hsgeldermann@gmail.com,,List import
11259982,Inactive Investor,Trang Vu,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,trang.vu@jpmorgan.com,,Salesforce
10886429,Inactive Investor,Charles Eichner,Chief Compliance Officer;Chief Executive Officer,"Transcend Advisor Group, LLC",russ@transcendadvisorgroup.com,,Salesforce
11188091,Inactive Investor,David Werner,Financial Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",david.werner2@lfg.com,,Salesforce
225744,, -,,[[Unknown]],thedailybit.news@gmail.com,,Initial Salesforce Import
10941739,Inactive Investor,Lauren Storie,,Edward Jones Union MO 205 E Main St,lauren.storie@edwardjones.com,,Salesforce
10785430,Inactive Investor,Richard Palmer,Vice President - Investments,"Raymond James & Associates, Inc.",richard.palmer@raymondjames.com,,Salesforce
10787019,Inactive Investor,David Kim,Senior Vice President,Citigroup Global Markets Inc. Fair Lawn NJ Private Residence,david.kim@citigroup.com,,Salesforce
10823793,Inactive Investor,Allen Gin,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,allen.gin@primerica.com,,Salesforce
10505263,,Ashley Rittershaus,Founder & Financial Planner,Curious Crow Financial Planning,ashley@curiouscrowfinancial.com,774-994-1095,List Import
216126,,Jamie Lin,,ShuBao Asset Management,jamielamkimo@gmail.com,8.86937E+11,Event
11043705,Inactive Investor,Leilani Silvio,,J.P. Morgan Securities LLC Phoenix AZ 12240 N Tatum Blvd,leilani.silvio@jpmorgan.com,,Salesforce
10965666,Inactive Investor,Eric Doan,,"Transamerica Financial Advisors, Inc Orlando FL 3801 Avalon Park East Blvd",eric.doan@tfaconnect.com,,Salesforce
10909050,Inactive Investor,Don Ray,Managing Member;Member;Regulatory Contact,"Ray|Theil Wealth Management, LLC",don@raytheil.com,,Salesforce
10617555,,Michael Kimmey,,,michael.kimmey@equitable.com,,List Import
11012083,Inactive Investor,Alfredo Altnor,,PFS Investments Inc. San Diego CA 6136 Mission Gorge Rd,aaltnor@primerica.com,,Salesforce
10991686,Inactive Investor,Brandon Jabiro,,NYLIFE Securities LLC Utica MI 7817 McClellan St,bjjabiro@ft.newyorklife.com,,Salesforce
11093602,Inactive Investor,Christine Collins-Schwinger,Chief Compliance Officer;Chief Operating Officer;Senior Vice President,"Collins Advisors, LLC",christine@mlcollins.com,,Salesforce
10853684,Inactive Investor,Mariam Vedadi,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 5775 Wayzata Blvd",,,Salesforce
10974919,Inactive Investor,Nicholas Harden,,"Truist Investment Services, Inc. Murfreesboro TN 104 Heritage Park Dr",,,Salesforce
10983062,Inactive Investor,Leslie Guzman,Associate Financial Advisor,"Martha's Vineyard Investment Advisors, LLC",,,Salesforce
10939722,Inactive Investor,Kyle Baisley,,"Ameriprise Financial Services, LLC Knoxville TN 9724 Kingston Pike",,,Salesforce
11054235,Inactive Investor,Forrest Mitchell,,"The Leaders Group, Inc.",,,Salesforce
216678,,Keith Wagner,Owner,CVF Capital,wp42747@gmail.com,678-296-8161,Event
11188943,Inactive Investor,Elizabeth Jackson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",liz_jackson@ml.com,,Salesforce
11027468,Inactive Investor,Marissa Moreno,,J.P. Morgan Securities LLC Houston TX 600 Travis St,marissa.moreno@jpmorgan.com,,Salesforce
9594262,,Stephane Bouvel,,,stephane@bouvel.com,,List import
11153286,Inactive Investor,Brendan Smith,Senior Financial Associate,"RBC Capital Markets, LLC Tacoma WA 1201 Pacific Ave",brendan.smith@rbc.com,,Salesforce
10760590,Inactive Investor,Antonio Ziccardi,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 11601 Alterra Pkwy",antonio.ziccardi@schwab.com,,Salesforce
10772777,Inactive Investor,Scott Manning,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Hilton Head Island SC 600 Main St,scott.manning@morganstanley.com,,Salesforce
11099019,Inactive Investor,Michael Bauer,,"Brokers International Financial Services, LLC. Sedalia MO 2306 W Broadway Blvd",mbauer@brokersifs.com,,Salesforce
9587838,,Patrick Wasser,,,pwasser@mayrivercapital.com,,List Import
11038404,Inactive Investor,Jay Davis,,"Farmers Financial Solutions, LLC Woodway TX 213A Old Hewitt Rd",,,Salesforce
9627002,,Scott Matsumoto,,,scottskmatsumoto53@gmail.com,,List import
193159,,william dery,,[Unknown],william.dery1@hotmail.com,,
11118474,Inactive Investor,Brandon Witt,,Fidelity Brokerage Services LLC Hilton Head Island SC 807 William Hilton Pkwy,brandonwitt.team@fidelity.com,,Salesforce
11211128,Inactive Investor,Susan Holcomb,,"Wells Fargo Clearing Services, LLC Lakeland FL 500 S Florida Ave",susan.holcomb@wellsfargoadvisors.com,,Salesforce
9567014,,Lamont Change,,,lamont@changeadvisory.com,,List import
10919829,Inactive Investor,Christian Leveque,Chief Fixed Income Strategist;Portfolio Manager;Senior Vice President;Vice President,"CCM Investment Advisers, LLC",christian@ccminc.com,,Salesforce
9628015,,BALAJI RAO,Wealth manager,BNG Wealth,balaji.rao@lpl.com,9499813981,List import
10954726,Inactive Investor,Katherine Striker,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
182997,,Pau Escat,,[Unknown],pauescat@hotmail.com,,
212492,,Nick Edgar,,[Unknown],n.a.edgar@gmail.com,,
10879580,Inactive Investor,Julia White,,J.P. Morgan Securities LLC Sun City West AZ 13501 W Camino del Sol,julia.white@jpmorgan.com,,Salesforce
11006338,Inactive Investor,Kyle St Marie,,"Harbour Investments, Inc. Appleton WI 1920 E Northland Ave",,,Salesforce
9573833,,Eric Endress,,,eendress@cbiz.com,,List import
9630729,,Milonius Entwhistle,,,anthmorales@gmail.com,,List import
10890497,Inactive Investor,Todd Dixon,,Mutual of America Securities LLC Long Beach CA 111 W Ocean Blvd,todd.dixon@mutualofamerica.com,,Salesforce
11022600,Inactive Investor,Prabhdeep Dhillon,,"Wells Fargo Clearing Services, LLC Fresno CA 8420 N Friant Rd",prabhdeep.k.dhillon@wellsfargo.com,,Salesforce
9583716,,Scott Ebert,,,scott.ebert@hansonmcclain.com,,List import
11199172,Inactive Investor,Donald Simoneaux,Director - Alternative Investments;President,Waterloo Capital,dsimoneaux@waterloocap.com,,Salesforce
11175562,Inactive Investor,Kevin Beebe,Portfolio Manager,EP Wealth Advisors,kbeebe@epwealth.com,,Salesforce
11097121,Inactive Investor,Dwayne Asay,Owner;Partner,Squire Wealth Advisors,dwaynea@squire.com,,Salesforce
9646855,,Lee Tata,,,lee.tata756@gmail.com,,List import
248476,,David Wagner,Senior Advisor,Houlihan Lokey,dwagner@hl.com,,Manual List Upload
10619337,,Christopher Waltman,,,christopher.waltman@morganstanley.com,,List Import
11075541,Inactive Investor,Jonathan Sheehan,,"J.W. Cole Financial, Inc.",jonathan.sheehan@jw-cole.com,,Salesforce
10988764,Inactive Investor,Roshelle Rule,,LPL Financial LLC Denver CO 215 S Wadsworth Blvd,roshelle.rule@lpl.com,,Salesforce
10401799,,Donte Lewis,,,tay_ith@yahoo.com,,Web Form Fillout
11132939,Inactive Investor,Caleb Lawler,Financial Advisor,Edward Jones Athens AL 27453 Capshaw Rd,caleb.lawler@edwardjones.com,,Salesforce
229316,,Michael Wilkin -,,Michael Wilkin [[Unknown]],mikewilkin7@gmail.com,,
122617,,Nick Cosky,"Owner, Wealth Manager",Balasa Dinverno Foltz Llc,ncosky@bdfllc.com,630-875-4900,Manual List Upload
11059634,Inactive Investor,Robert Blanchard,Financial Professional,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",robert.blanchard@equitable.com,,Salesforce
217880,,Glenn Goetzinger,,[[Unknown]],glenngoetzinger@icoud.com,,Organic Search
11044631,Inactive Investor,Joseph Cohen,,Goldman Sachs & Co.,joseph.cohen@gs.com,,Salesforce
10819132,Inactive Investor,Clifton Harris,Financial Advisor,Edward Jones Wichita Falls TX 12 Bartley Dr,cliff.harris@edwardjones.com,,Salesforce
10794159,Inactive Investor,Henry Berinstein,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,hberinstein@allianceg.com,,Salesforce
11206307,Inactive Investor,Donald Torres,Private Wealth Advisor,"Ameriprise Financial Services, LLC Irvine CA 2600 Michelson Dr",donald.e.torres@ampf.com,,Salesforce
9637359,,a a,,,aa@bgmail.in,,List import
11030563,Inactive Investor,Zachary Zaino,,Vanguard Marketing Corporation,zachary_zaino@vanguard.com,,Salesforce
10916245,Inactive Investor,Joseph Ferreira,Investment Advisor Representative,LPL Financial LLC Waltham MA 51 Sawyer Rd,joseph.ferreira@lpl.com,,Salesforce
9647852,,Matthew Chang,,,matthew.chang@bnymellon.com,,List import
10617022,,Jorge Dominguez,,,jorge.dominguez@ml.com,,List Import
10927739,Inactive Investor,Alexis Graham,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11068360,Inactive Investor,Christopher Cameron,Private Client Banker,J.P. Morgan Securities LLC Eastchester NY 360 White Plains Rd,christopher.x.cameron@chase.com,,Salesforce
10766822,Inactive Investor,Mitchell Cooper,Account Vice President;Financial Advisor,UBS Financial Services Inc. Bethesda MD 7272 Wisconsin Ave,mitchell.cooper@ubs.com,,Salesforce
9570371,,Marshall Welke,,,mwelke@exencialwealth.com,,List import
9575057,,Daniel Scott,,,corporateheating@gmail.com,,List import
10921472,Inactive Investor,Adam Scott,,Country Capital Management Company Henderson NV 2520 Saint Rose Pkwy,adam.scott@countryfinancial.com,,Salesforce
10829943,Inactive Investor,Gary Deardorff,,Cetera Financial Specialists LLC Peoria AZ 8801 W Union Hills Dr,,,Salesforce
10977394,Inactive Investor,Thomas Mullooly,Investment Advisor Representative;Regulatory Contact,"Mullooly Asset Management, Inc.",casey@mullooly.net,,Salesforce
10965141,Inactive Investor,Alireza Asayesh,Chief Compliance Officer,Sea Breeze Analytics,,,Salesforce
11025471,Inactive Investor,Jie Jin Sha,,Citigroup Global Markets Inc.,,,Salesforce
10859246,Inactive Investor,Brandon Beauchamp,,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",,,Salesforce
10971771,Inactive Investor,Melissa Maldonado,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10798039,Inactive Investor,Richard Clough,Senior Financial Advisor,"Gateway Wealth Partners, LLC Glastonbury CT 500 Winding Brook Dr",rclough@mygfpartner.com,,Salesforce
9559254,,Stanette Robinson,,,stanette.robinson@lfg.com,,List import
10899894,Inactive Investor,Aleksander Winter,Financial Advisor;Senior Vice President,PNC Investments Plainsboro NJ 2 Schalks Crossing Rd,alexander.winter@pnc.com,,Salesforce
10950440,Inactive Investor,Matthew Herring,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",matthew.herring@raymondjames.com,,Salesforce
9611316,,Matev? Petrovec,,,mathiusization@gmail.com,,List import
10970890,Inactive Investor,Kelly Wu,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,,,Salesforce
10896862,Inactive Investor,Bethany Strunk,Senior Client Associate,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",bethany.strunk@wfa.com,,Salesforce
10776460,Inactive Investor,Ashiqul Islam,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,ash.islam@morganstanley.com,,Salesforce
7431530,,Rene Gonzalez,,,renegonzalez2002@msn.com,,Web form fillout
9572878,,Kevin Baker,,,kbaker@stadiumcapital.com,,List import
10929512,Inactive Investor,Winston Wang,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9551492,,Matthew Wiles,,,mwiles@crestonecap.com,,List import
11127420,Inactive Investor,Cole Lundell,,PFS Investments Inc. Hudson WI 901 4th St,clundell@primerica.com,,Salesforce
10659244,,Colin Brennan,,,colin.brennan@fidelity.com,,List Import
10488336,,Adrian Sordo,Manager,FESC Asset Management LLC,adrian@fesc-am.com,,List Import
10764222,Inactive Investor,Paul Schaffer,,"CapFinancial Securities, LLC. Doylestown PA 1980 S Easton Rd",paul.schaffer@captrustadvisors.com,,Salesforce
10793673,Inactive Investor,Virendar Puri,,"Equitable Advisors, LLC Voorhees NJ Private Residence",virendar.puri@equitable.com,,Salesforce
11176260,Inactive Investor,Jennifer Robinson,,PFS Investments Inc. Frederick MD 5300 Westview Dr,jennifer.robinson@primerica.com,,Salesforce
9541821,,Jim Cassidy,,,shotski01@gmail.com,,List import
10947692,Inactive Investor,Jonathan Sandlund,Financial Advisor,J.P. Morgan Securities LLC Chicago IL 2170 N Clybourn Ave,,,Salesforce
11198079,Inactive Investor,Delia Ruemenapp,,"U.S. Bancorp Investments, Inc. El Cajon CA 2910 Jamacha Rd",,,Salesforce
224212,,Joel G,,[Unknown],advancedoptionsinstitute@gmail.com,,
11199216,Inactive Investor,Eduardo Perez Balli,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,eduardo.perez-balli@jpmorgan.com,,Salesforce
10809522,Inactive Investor,Kevin Schaefer,,"Allstate Financial Services, LLC Bronx NY 1026 Morris Park Ave",kevinschaefer@allstate.com,,Salesforce
9593390,,Mark Hobbs,,,mark@hobbscpa.com,,List import
11186151,Inactive Investor,Cathy Tamez,,"Cambridge Investment Research, Inc. Richardson TX 2435 N Central Expy",,,Salesforce
11057760,Inactive Investor,Nisha Sharma,,Vanguard Marketing Corporation,nisha_sharma@vanguard.com,,Salesforce
371728,,Levi Williamson,,United States,levi.williamson@yahoo.com,,Salesforce
9611585,,Bernadette O'Sullivan,,,bernadette.o'sullivan@theice.com,,List import
10896334,Inactive Investor,Tommaso De Nardo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,tommaso.denardo@lpl.com,,Salesforce
11232372,Inactive Investor,Dennis Goring,,PFS Investments Inc. Keystone Heights FL 7382 State Road 21,dgoring@primerica.com,,Salesforce
63331,,Anthony Cortina,"Senior Vice President, Wealth Advisor",RMB Capital Management,acortina@rmbcap.com,312-993-5800,
332938,,Veronica Wong,,Bank of Hawaii,veronica.wong@boh.com,,
10862267,Inactive Investor,Sergio Garcia,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Managing Member,"Endurance Financial Planning, LLC",,,Salesforce
10759044,Inactive Investor,Linus Cooke,Portfolio Manager;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Canaan CT 2 Pine St",linus_cooke@ml.com,,Salesforce
11013461,Inactive Investor,Justin Bradley,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,justinbradley@statefarm.com,,Salesforce
9566225,,Stephen Martone,,,smartone@ballentinepartners.com,,List import
10875382,Inactive Investor,Adam Watanabe,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 12600 NW Cornell Rd",adam.watanabe@ml.com,,Salesforce
11153497,Inactive Investor,Frank Salvatore,,"WestPark Capital, Inc. Boca Raton FL 225 NE Mizner Blvd",fsalvatore@wpcapital.com,,Salesforce
9597324,,Pete Lloyd,,,plloyd@milestonepartners.com,,List import
10596864,,Kevin Peterson,,Ameriprise Financial,kevin.peterson@ampf.com,218-825-8842,Web Form Fillout
11206299,Inactive Investor,Allimudeen Azeez,Senior Vice President - Investments,J.P. Morgan Securities LLC Plano TX 4004 Legacy Dr,ali.azeez@jpmorgan.com,,Salesforce
373871,,ANTHONY LEWIS,,[Unknown],fortunatecarp@gmail.com,,source
10766571,Inactive Investor,Colby Robbins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",colby.robbins@ml.com,,Salesforce
10997806,Inactive Investor,Alana Hu Perkovic,Relationship Manager,"First Horizon Advisors, Inc. Memphis TN 4385 Poplar Ave",ah@firsthorizon.com,,Salesforce
9563233,,Blake Stuart,,,bstuart@namcorp.com,,List import
11041397,Inactive Investor,Natasha Moore,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10805551,Inactive Investor,Thomas Luong,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",thomas.luong@wellsfargo.com,,Salesforce
10987257,Inactive Investor,Brian Bock,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
11041823,Inactive Investor,Nancy Vaccaro,,Sechrest Financial Services Acton MA 526 Main St,nancy@sechrestfinancialservices.com,,Salesforce
372123,,Dale Turner,,[Unknown],tmpw@ail.com,,Salesforce
11170876,Inactive Investor,Chris Sercu,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",chris.sercu@ml.com,,Salesforce
9632780,,Scott Savell,,,ssavell@aresmgmt.com,,List import
9591454,,Sean Bernardeau,,,smbernardeau@gmail.com,,List import
236632,, -,,[[Unknown]],971982906@qq.com,,
10769078,Inactive Investor,Stephen Czerepinski,Financial Advisor,Edward Jones Tifton GA 621 Virginia Ave N,steve.czerepinski@edwardjones.com,,Salesforce
181309,,Tomek W,,[Unknown],tomawiec@gmail.com,,
10760306,Inactive Investor,Mark Dutton,Assistant Regional Director;Branch Manager;Managing Director,Stephens Fayetteville AR 3425 N Futrall Dr,mark.dutton@stephens.com,,Salesforce
9638570,,Jay Wilson,,,jwilson@hess.com,,List import
11260445,Inactive Investor,Jahaan Nijhawan,,Evercore Group L.L.C. Houston TX 909 Fannin St,,,Salesforce
10807165,Inactive Investor,Amanda Rezaoui,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,amanda.rezaoui@fidelity.com,,Salesforce
11166971,Inactive Investor,Michael Campbell,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,,,Salesforce
7016407,,MD rakibul hassan Rakibul,,,mdrajib713444@gmail.com,,Web Form Fillout
11232511,Inactive Investor,Michael Zych,,"Nationwide Securities, LLC Saint John IN Private Residence",,,Salesforce
10917726,Inactive Investor,Gaston Gardey,,Edward Jones Folsom CA 400 Plaza Dr,,,Salesforce
11110178,Inactive Investor,Barak Pauley,,PFS Investments Inc. Noblesville IN 802 Mulberry St,bpauley@primerica.com,,Salesforce
9631343,,Luuk Nieuwesteeg,,,luuknieuwesteeg@hotmail.com,,List import
10818478,Inactive Investor,Christopher Clasen,Chief Compliance Officer;Chief Operating Officer,"Opal Wealth Advisors, LLC",chris.clasen@opalwealthadvisors.com,,Salesforce
10486651,,Craig Swann,Financial Advisor,"Wells Fargo Clearing Services, LLC",craig.swann@wellsfargoadvisors.com,,List Import
10905711,Inactive Investor,Nick Catsoules,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nick_catsoules@vanguard.com,,Salesforce
9574795,,Thomas Bumgarner,,,tom.bumgarner@voya.com,,List import
10975407,Inactive Investor,Benjamin Goldberg,Chief Compliance Officer;Founder;Managing Member;Owner;Principal,Enlightened Advisors Wealth Management LLC,ben@enlightenedadvisors.com,,Salesforce
10856766,Inactive Investor,Brett Palmer,,State Farm VP Management Corp.,brett.palmer.ge2a@statefarm.com,,Salesforce
9565949,,Michael Cammarata,,,mike@marinostram.com,,List import
10939447,Inactive Investor,Ian Carmichael,,Fidelity Brokerage Services LLC,,,Salesforce
11080010,Inactive Investor,Charles Uhl,Manager,Edward Jones Louisville KY 12406 La Grange Rd,uhl@edwardjones.com,,Salesforce
10947384,Inactive Investor,Derek Soliz,Financial Advisor;Operations Manager;Regulatory Contact,"Fulcrum Equity Management, LLC",dsoliz@fulcrumeq.com,,Salesforce
11048169,Inactive Investor,Lindsey Talkington,,Key Investment Services LLC,lindsey.talkington@key.com,,Salesforce
170264,,Frank Mcmullin,,[Unknown],frank@mcmullinassoc.com,,Content
11079814,Inactive Investor,Christopher Conover,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tucson AZ 6401 N Campbell Ave",christopher.conover@schwab.com,,Salesforce
11149486,Inactive Investor,Jason Irons,,"Cambridge Investment Research, Inc. Arlington TX 501 E Border St",,,Salesforce
10865882,Inactive Investor,Kimya Kamran,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Tampa FL 14055 Riveredge Dr",kimya.kamran@tiaa.org,,Salesforce
338641,,Steven Wechsler,Senior Managing Director,"Tishman Speyer Properties, L.p.",swechsler@tishmanspeyer.com,212-715-0300,Manual List Upload
10931910,Inactive Investor,David Moore,,"Concourse Financial Group Securities, Inc. Marietta GA Private Residence",david.moore@concoursefinancial.com,,Salesforce
10817904,Inactive Investor,Mark Whitt,,"FBL Marketing Services, LLC Thermopolis WY 610 Park St",mark.whitt@fblfinancial.com,,Salesforce
11235895,Inactive Investor,Rodrigo Nevado,Investment Advisor,Intent Investment Management,,,Salesforce
10487167,,Rony Nehring Interiano,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",rony.nehring@ml.com,,List Import
338047,,Melissa James,Executive Assistant,Patriot Investment Management Group Inc,mjames@patriotinvestment.com,865-777-2479,Manual List Upload
10486985,,Sonja Blumoff,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",sonja_blumoff@ml.com,,List Import
10857797,Inactive Investor,Jared Smith,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Russellville AR 701 W Main St",jared.w.smith@wellsfargoadvisors.com,,Salesforce
10814295,Inactive Investor,Steven Bradway,Financial Advisor,LPL Financial LLC West Springfield MA 110 Elm St,steve.bradway@lpl.com,,Salesforce
9579624,,Aaaa Jjshsh,,,aaa@bbbb.com,,List import
10573027,,Ali Jumaan,,,ali.jumaan@gmail.com,,Web Form Fillout
11048051,Inactive Investor,Edward Reiser,Financial Advisor,PNC Investments Fairfield OH 5333 Pleasant Ave,edward.reiser@pnc.com,,Salesforce
11224188,,[Unknown],,,steve@harrisprivatewealth.com,,Web Form Fillout
11096398,Inactive Investor,Alan Tom,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Honolulu HI 733 Bishop St,alan.tom@morganstanley.com,,Salesforce
11014130,Inactive Investor,Kevin Slepak,,Deutsche Bank Securities Inc.,,,Salesforce
9622225,,Huw Rogers,,,djnz00@gmail.com,,List import
192456,,Melissa Sturgis,Director - Compliance Operations,"Prime Capital Investment Advisors, LLC",msturgis@pciawealth.com,913-320-2083,
10891434,Inactive Investor,Robert Dibiase,Financial Consultant,"Equitable Advisors, LLC Clarence Center NY Private Residence",robert.dibiase@equitable.com,,Salesforce
11133343,Inactive Investor,Matthew Taylor,Analyst,Morgan Stanley Chicago IL 233 S Wacker Dr,matthew.j.taylor@morganstanleypwm.com,,Salesforce
9598366,,Alexander Migunov,,,victorbrook@hotmail.com,,List import
11164961,Inactive Investor,Stephanie Betz,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Minneapolis MN 7650 Edinborough Way",stephanie.betz@rbc.com,,Salesforce
11177708,Inactive Investor,Connor Guebert,Financial Advisor,Edward Jones Red Bud IL 210 S Main St,connor.guebert@edwardjones.com,,Salesforce
10833642,Inactive Investor,Stephanie Tsang,,Cetera Advisor Networks LLC Paradise Valley AZ 6720 N Scottsdale Rd,,,Salesforce
11076593,Inactive Investor,John Nawrocki,,Palmetto Advisory Group Kiawah Island SC Private Residence,jnawrocki@palmettoadvisorygroup.com,,Salesforce
10903953,Inactive Investor,Reyaz Mohammed,,J.P. Morgan Securities LLC Winter Garden FL 13730 W Colonial Dr,reyaz.mohammed@jpmorgan.com,,Salesforce
10792538,Inactive Investor,Thomas Pallogudis,Financial Advisor;Wealth Management Advisor,Park Avenue Securities LLC Tarrytown NY 580 White Plains Rd,tpallogudis@glic.com,,Salesforce
9637685,,Cheryl Holland,,,cheryl.holland@ctcconsulting.com,,List import
10645343,,Paul Markowski,,,paul.markowski@wslife.com,,List Import
11014875,Inactive Investor,Barry Fenicle,,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,barry.fenicle@primerica.com,,Salesforce
10880974,Inactive Investor,Keith Brawe,,"St. Bernard Financial Services, Inc. Oklahoma City OK 3000 United Founders Blvd",keith.brawe@stbernardfinancial.com,,Salesforce
11026957,Inactive Investor,Eric Myre,,LPL Financial LLC Queen Creek AZ 21011 E Aquarius Way,eric.myre@lpl.com,,Salesforce
9627500,,Michelle Chauvin,,,michelle.b.chauvin@hotmail.com,,List import
10784268,Inactive Investor,Christopher Nay,Head - Investments;Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.j.nay@jpmorgan.com,,Salesforce
6840852,,Margaret D Torres,,,xowedad468@jobsfeel.com,,Web Form Fillout
11018556,Inactive Investor,Michael Lee,,Compass Financial Management LLC New York NY 6 Stone St,,,Salesforce
11147897,Inactive Investor,Ellen Tillman,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,edtillman@ft.newyorklife.com,,Salesforce
10875999,Inactive Investor,Deseree Joson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10918462,Inactive Investor,Karen Buckley,Financial Professional,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",karenbuckley@financialguide.com,,Salesforce
11078567,Inactive Investor,JoAnne Duffy,Branch Administration Manager;Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",joanne.duffy@raymondjames.com,,Salesforce
9634037,,? ?,,,100882143@qq.com,,List import
11133826,Inactive Investor,Joseph Taylor,,J.P. Morgan Securities LLC Dover DE 837 N Dupont Hwy,,,Salesforce
217635,,Shelia Andrews,,[Unknown],montgomeryshelia113@gmail.com,,source
10822690,Inactive Investor,Mary Rawls,,PFS Investments Inc. Ridgeland MS 707 Beau Pre Dr,mary.rawls@primerica.com,,Salesforce
11054952,Inactive Investor,Carter Morrison,,"American Portfolios Financial Services, Inc. Roseville CA 300 Harding Blvd",cmorrison@americanportfolios.com,,Salesforce
10971758,Inactive Investor,Bret Eden,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9606338,,Jack Burnette,,,jburnette@reliance-financial.com,,List import
10596100,,ALEXANDER CROKOS,,,crokos@gmail.com,,Web Form Fillout
11010156,Inactive Investor,Levon Lester,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",levon.lester@nm.com,,Salesforce
10889074,Inactive Investor,Joseph Kim,Financial Advisor,"Ameriprise Financial Services, LLC Northbrook IL 707 Skokie Blvd",joseph.kim@ampf.com,,Salesforce
10647968,,Kimberly Johnson,,,kimberly.johnson@fmr.com,,List Import
9620593,,Montanna Saltsman,,Women in ETFs,montanna.saltsman@fmr.com,,List import
11013967,Inactive Investor,Dunavan Hahn,Financial Advisor,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,,,Salesforce
9602056,,Cyrus Cooper,,,vortmund@mtaonline.net,,List import
9553646,,Philip Bombace,,,pbombace@financialguide.com,,List import
11196725,Inactive Investor,Logan Buglio,Financial Advisor,LPL Financial LLC Pittston PA 2007 Rte 315 Hwy,logan.buglio@lpl.com,,Salesforce
10762821,Inactive Investor,Eric Wenkus,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Wayzata MN 681 Lake St E,eric.wenkus@ubs.com,,Salesforce
11194384,Inactive Investor,John Gajdek,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Newport News VA 701 Town Center Dr,john.gajdekii@morganstanley.com,,Salesforce
11005470,Inactive Investor,Lataunya Brown,,PFS Investments Inc. Sacramento CA 1321 Howe Ave,,,Salesforce
9544221,,John Froley,,,jfroley@firstrepublic.com,,List import
10782006,Inactive Investor,Isbett Martinez,Associate Banker,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9598081,,Alek Bolduin,,,alek.bolduin@gmail.com,,List import
11068992,Inactive Investor,Brendan Walsh,,"M Holdings Securities, Inc. Detroit MI 28 W Adams Ave",,,Salesforce
9562715,,hesam hesamian,,,financemena778@gmail.com,,List import
11066346,Inactive Investor,George Littrell,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Frederick MD 30 W Patrick St,george.littrell@morganstanley.com,,Salesforce
9625806,,Chris McMahon,,,macman8494@yahoo.com,,List import
9549179,,Robert Intoccia,,,robert.intoccia@fidelity.com,,List import
9607729,,Jean Coda,,,jean_codarini@hotmail.com,,List import
10963895,Inactive Investor,Austin Miller,,"Empower Financial Services, Inc",austin.miller@empower.com,,Salesforce
11190153,Inactive Investor,Austin Kneifl,,"Pruco Securities, LLC. Omaha NE 1120 N 103rd Plz",austin.kneifl@prudential.com,,Salesforce
10759753,Inactive Investor,Ernest Newborn,Director;General Counsel;Secretary;Senior Vice President,"USI Securities, Inc.",ernest_newborn@usicg.com,,Salesforce
10794664,Inactive Investor,Lane Jones,Chief Investment Officer;Management Committee;Management Committee Member;Principal;Wealth Manager,Evensky & Katz/Foldes Wealth Management,lanejones@evensky.com,,Salesforce
9588131,,Gary Stringer,,Stringer Asset Management,gary.stringer@stringeram.com,,List import
11230308,Inactive Investor,Daniel Escobedo,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,daescobedo@ft.newyorklife.com,,Salesforce
9559923,,Robert -,,,robert1005@outlook.com,,List import
10868288,Inactive Investor,David Astorr,,"Wilmington Capital Securities, LLC East Hampton NY 28 Gingerbread Ln",dastorr@wilmingtoncap.com,,Salesforce
10761655,Inactive Investor,Harold Barnes,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Cleveland OH 950 Main Ave",seth.barnes@wellsfargoadvisors.com,,Salesforce
3723452,,Chukwuka Chikwendu,,,samuelchuks39@gmail.com,,Web Form Fillout
10903021,Inactive Investor,Michael Taylor,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",,,Salesforce
11101034,Inactive Investor,Heidi Luekenga,Owner,AZ Legacy Wealth LLC,,,Salesforce
9595904,,Joseph Heider,,,jheider@cirruswealth.com,,List import
10842456,Inactive Investor,David Kay,Financial Advisor,LPL Financial LLC Dayton OH 62 E Spring Valley Pike,david.kay@lpl.com,,Salesforce
9548761,,Robert Knopp,,,rsknopp@gmail.com,,List import
10863381,Inactive Investor,Sean Henrie,,"Cambridge Investment Research, Inc. West Jordan UT 8787 S Redwood Rd",,,Salesforce
11159314,Inactive Investor,William Latshaw,,"Wells Fargo Clearing Services, LLC Clarks Summit PA 915 Northern Blvd",,,Salesforce
9620950,,al jacques,,,alain.jacques13@gmail.com,,List import
11168540,Inactive Investor,Lucas Fawkes,,Country Capital Management Company Elgin IL 1750 Grandstand Pl,lucas.fawkes@countryfinancial.com,,Salesforce
10791781,Inactive Investor,George Levi,Financial Advisor,Edward Jones Sullivan IL 104 S Hamilton St,george.levi@edwardjones.com,,Salesforce
10954966,Inactive Investor,Mee Teng Tan,,"Wells Fargo Clearing Services, LLC Gainesville VA 7591 Somerset Crossing Dr",,,Salesforce
186410,,Manning Field,Chief Business Officer,Acorns,manning@acorns.com,,
10789999,Inactive Investor,Brian Callahan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",brian.callahan@rbc.com,,Salesforce
10841751,Inactive Investor,James McLellan,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MI 71 N Livernois Rd",jim.mclellan@ampf.com,,Salesforce
9612056,,Peter Trauth,,,ajsmusic@earthlink.net,,List import
11104732,Inactive Investor,Matthew Mccormack,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",,,Salesforce
10897637,Inactive Investor,Ryan Gabriele,,HSBC Securities (USA) Inc.,,,Salesforce
11013563,Inactive Investor,Mamatou Sanou,,"Allstate Financial Services, LLC",mamatousanou@allstate.com,,Salesforce
10921740,Inactive Investor,Joshua Trice,Office Manager,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,joshua.trice@primerica.com,,Salesforce
11208522,Inactive Investor,Rebecca Bratulich,Financial Advisor,Edward Jones Anoka MN 2150 3rd Ave,rebecca.bratulich@edwardjones.com,,Salesforce
10828940,Inactive Investor,Talma Nassim,,Cetera Advisor Networks LLC Great Neck NY Private Residence,nassimt@ceteranetworks.com,,Salesforce
11118843,Inactive Investor,Andrew Taylor,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11177344,Inactive Investor,Andrew Ruebbelke,,"Farmers Financial Solutions, LLC Phoenix AZ 706 E Bell Rd",,,Salesforce
339158,,Wasia Sheikh,Shareholder,"Shariaportfolio, Inc.",wasia@shariaportfolio.com,321-275-5125,Manual List Upload
10864270,Inactive Investor,Robin Lee,,"CFD Investments, Inc. Overland Park KS 9401 Indian Creek Pkwy",robin.lee@cfdinvestments.com,,Salesforce
10791049,Inactive Investor,Joseph Carpenter,,"Kestra Investment Services, LLC Franklin TN 2555 Meridian Blvd",jcarpenter@nfp.com,,Salesforce
9625507,,Kyuho Lee,,,niskuk@hotmail.com,,List import
10966130,Inactive Investor,Jesus Ayala,,J.P. Morgan Securities LLC Scottsdale AZ 8200 E Via Paseo del Norte,jesus.ayala@jpmorgan.com,,Salesforce
11008552,Inactive Investor,Connor Wagoner,,Cetera Advisor Networks LLC Carmel IN 10435 Commerce Dr,,,Salesforce
11259915,Inactive Investor,Kelsey Robertson,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",kelsey.robertson@nm.com,,Salesforce
9633466,,Julian Ozanne,,,julian@ozannefamily.com,,List import
11116346,Inactive Investor,Valarie Lowman,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,valarie.tyson@primerica.com,,Salesforce
10696050,,Nathan Lewis,,SECURITY CAPITAL BROKERAGE INC,nathan@securitycapital.net,,List Import
10857460,Inactive Investor,Daniel Bruner,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",dan.bruner@ml.com,,Salesforce
10995246,Inactive Investor,Jorge Aragon,,"Farmers Financial Solutions, LLC Jacksonville TX 807 S Jackson St",jaragon@farmersagent.com,,Salesforce
11075203,Inactive Investor,Cassie Khuu,Associate Banker;Vice President,Citigroup Global Markets Inc. San Francisco CA 1 Market St,cassie.khuu@citigroup.com,,Salesforce
10968487,Inactive Investor,Lisa Benavides,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11140514,Inactive Investor,David Kirk,Financial Advisor,Lincoln Investment Tallahassee FL 1410 Piedmont Dr E,dkirk@lincolninvestment.com,,Salesforce
10925562,Inactive Investor,Darden Smith,,LPL Financial LLC South Boston VA 210 Cherry St,darden.smith@lpl.com,,Salesforce
9568404,,Edride Cadet,,,yungkobe88@aol.com,,List import
10900620,Inactive Investor,George Landa,Chief Executive Officer;Managing Member;Regulatory Contact,ProAthlete Wealth Management LLC,georgel@proathletefinancial.com,,Salesforce
10780816,Inactive Investor,Ethan Madson,,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
41897,,Monica Sherman,"Private Banker, Senior Vice President",Hancock Whitney Investment Services Inc.,monica_sherman@hancockbank.com,850-470-8016,
11111297,Inactive Investor,Nicole Cox,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10918264,Inactive Investor,Ryan Wilkinson,Client Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,ryan.d.wilkinson@ubs.com,,Salesforce
10811648,Inactive Investor,Dana Westenhaver,,"J.W. Cole Financial, Inc. Tualatin OR Private Residence",,,Salesforce
10859980,Inactive Investor,Kary Brownlee,Financial Advisor,"Independent Advisor Alliance, LLC Kennesaw GA 1690 Stone Village Ln NW",kary@independentadvisoralliance.com,,Salesforce
9624656,,Jorge Marques,,,thisisnotmymail2020@gmail.com,,List import
9594467,,Robert Hawke,,,rhawke@symmetrypartners.com,,List import
11114964,Inactive Investor,Maura Larson,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,mauralarson.team@fidelity.com,,Salesforce
11053641,Inactive Investor,Palbir Nijjar,Founder;President;Wealth Advisor,"Smart Path Wealth Management, LLC",pnijjar@smartpathwm.com,,Salesforce
9639712,,Michael Pimenov,,,mpimenov@carnegiescience.edu,,List import
10615185,,Frederick Pazmino,"Financial Advisor, International Client Advisor, Vice President - Wealth Management",,frederick.pazmino@morganstanley.com,,List Import
11230160,Inactive Investor,Joanna Heere,,NYLIFE Securities LLC Twin Falls ID 102 Main Ave S,jeheere@ft.newyorklife.com,,Salesforce
9575108,,Cassandra Wilson,,,cwilson@financialguide.com,,List import
11172679,Inactive Investor,Scott Dolan,Managing Director,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",dolansc@stifel.com,,Salesforce
11078574,Inactive Investor,Howard Duvall,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",howard_duvall@ml.com,,Salesforce
10912105,Inactive Investor,Jerfenson Cerda Mejia,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10925472,Inactive Investor,Tim Rodriguez,Financial Advisor,Edward Jones Crescent City CA 200 US Hwy 101 N,tim.rodriguez@edwardjones.com,,Salesforce
10786184,Inactive Investor,Eric Berndt,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",eric.berndt@schwab.com,,Salesforce
11162640,Inactive Investor,Joseph Carter,Financial Advisor,Edward Jones Mead WA 14017 N Newport Hwy,joseph.carter@edwardjones.com,,Salesforce
10987866,Inactive Investor,James Donaldson,,NYLIFE Securities LLC Montgomery AL 4121 Carmichael Rd,jodonaldson@ft.newyorklife.com,,Salesforce
10912085,Inactive Investor,Ryan Nielsen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ryan_nielsen@vanguard.com,,Salesforce
10645549,,Ejaz Elahi,,,eelahi@dresnerco.com,,List Import
10944564,Inactive Investor,Athena Doty,Senior Private Client Associate,Janney Montgomery Scott LLC Goldsboro NC 204 Malloy St,adoty@janney.com,,Salesforce
9591907,,Arthur Goetchius,,,arthur.goetchius@wsaccess.com,,List import
9545001,,Henry Crosby,,,mcrosby@hightoweradvisors.com,,List import
11022688,Inactive Investor,Katrina Jaca-Boone,,J.P. Morgan Securities LLC Kendallville IN 831 N Lima Rd,,,Salesforce
235294,, -,,[[Unknown]],stwuhang@gmail.com,,
10899488,Inactive Investor,William Rivas,,Citigroup Global Markets Inc. Miami FL 2750 Aventura Blvd,,,Salesforce
10754493,Inactive Investor,Craig Truman,Principal,"Osaic Wealth, Inc. Santa Ana CA 1811 E Garry Ave",,,Salesforce
11057902,Inactive Investor,Dane Cooper,,"NewEdge Securities, Inc. Atlanta GA 3550 Lenox Rd NE",,,Salesforce
11103122,Inactive Investor,Alan Monson,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,alan.monson@fidelity.com,,Salesforce
11153481,Inactive Investor,Catherine Lavoie,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",catherine.lavoie@cambridgesecure.com,,Salesforce
11233816,Inactive Investor,Mara Otley,Branch Manager,"IFP Securities, LLC Denver CO 1800 Glenarm Pl",,,Salesforce
143639,,steve vogel,,Four corners finance,stevegvogel@usa.net,4088875127,Paid Search
11097106,Inactive Investor,Jeffrey Mcclean,Chief Compliance Officer;Chief Executive Officer;Partner;Wealth Advisor,"Solidarity Wealth, LLC",jeff@solidaritywealth.com,,Salesforce
10795511,Inactive Investor,Claudia Ruoti,,"First Command Brokerage Services, Inc. Newport RI 221 3rd St",csruoti@firstcommand.com,,Salesforce
11008180,Inactive Investor,Zach Coiner,Financial Advisor,"Nations Financial Group, Inc. Davenport IA 2305 E 52nd St",zcoiner@nationsfg.com,,Salesforce
11015995,Inactive Investor,Kody Cook,,"MML Investors Services, LLC Overland Park KS 10975 Benson Dr",kodycook@financialguide.com,,Salesforce
10877061,Inactive Investor,John Orth,Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 2001 Butterfield Rd",john.orth@ampf.com,,Salesforce
10789482,Inactive Investor,George Balagia,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,george.balagia@gs.com,,Salesforce
9589525,,Stephen Geraghty,,,sgeraghty@kgwp.com,,List import
10888704,Inactive Investor,Michael Curtis,,"Allstate Financial Services, LLC Brandon MS 344 Crossgates Blvd",,,Salesforce
10941969,Inactive Investor,Luke Watson,,"Avantax Investment Services, Inc. Mc Cormick SC 4 Caravel Cir",,,Salesforce
10994273,Inactive Investor,Mariela Planche,Registered Client Service Associate,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,,,Salesforce
11179999,Inactive Investor,Christopher Cole,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Oxford MS 410 Enterprise Dr,crcole@rwbaird.com,,Salesforce
10917026,Inactive Investor,Eric Haney,Financial Advisor;Owner,Haney Capital Management,,,Salesforce
11124565,Inactive Investor,Mary Swan,Financial Advisor,"Leigh Baldwin & Co., LLC Manlius NY 100 E Seneca St",mswan@leighbaldwin.com,,Salesforce
10810346,Inactive Investor,Scott Austin,Director - Alternative Investments;Director - Corporate Retirement;Financial Advisor;First Vice President;Senior Vice President,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,scott.b.austin@morganstanley.com,,Salesforce
9648245,,Scott Allen,,,sallen1851@gmail.com,,List import
10838429,Inactive Investor,Brent Suchy,Branch Manager;Financial Advisor;Vice President,"Raymond James & Associates, Inc. Tulsa OK 2431 E 61st St",brent.suchy@raymondjames.com,,Salesforce
9573196,,Ezra Cornell,,,ec@cornellpochily.com,,List import
9639285,,Erik Grimshaw,,,egrimsh@luc.edu,,List import
10757135,Inactive Investor,John Ollquist,Member;President,"Exchange Place Advisors, LLC",,,Salesforce
11156248,Inactive Investor,Lori Rogers,Financial Consultant,"Equitable Advisors, LLC Sarasota FL 1819 Main St",lori.rogers@equitable.com,,Salesforce
10883541,Inactive Investor,James Kastner,Financial Planner;Portfolio Specialist,"BCU Wealth Advisors, LLC",james.kastner@bcu.org,,Salesforce
10956785,Inactive Investor,Stephen Mathews,,"Osaic Wealth, Inc. Dublin OH 7269 Sawmill Rd",,,Salesforce
9584548,,Jon Mcgraw,,,jon@buttonwoodfg.com,,List import
9602072,,Sagar Desa,,,spdesai@gmail.com,,List import
11090303,Inactive Investor,Robert Soutas,,"Wilson-Davis & Co., Inc.",rsoutas@wdco.com,,Salesforce
5002265,,Joshua Hall,,,joshua.hall5611@gmail.com,,Web Form Fillout
11212958,Inactive Investor,Steven Hadder,,"Independent Financial Group, LLC Yucaipa CA Private Residence",shadder@ifgrr.com,,Salesforce
11012256,Inactive Investor,Vivian Monahan,Registered Assistant,LPL Financial LLC San Diego CA 4707 Executive Dr,vivian.monahan@lpl.com,,Salesforce
11096608,Inactive Investor,Edward Zulaica,,Cetera Advisor Networks LLC Paradise Valley AZ 7373 N Scottsdale Rd,,,Salesforce
11049573,Inactive Investor,Linda Walden,Chief Compliance Officer;Senior Vice President,Novare Capital Management,lwalden@novarecapital.com,,Salesforce
11120461,Inactive Investor,Jeanie Emeliano-Barajas,,PFS Investments Inc. Kamuela HI 67-1185 Mamalahoa Hwy,jeanie.emelianobarajas@primerica.com,,Salesforce
11075633,Inactive Investor,Richard Rowland,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11260039,Inactive Investor,James Elders,Associate,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,austin.elders@edwardjones.com,,Salesforce
1002766,Inactive Investor,Brett Barth,"Founder, Co-CEO & Member, BBR’s Executive Committee and Investment Committee",BBR Partners,bbarth@bbrpartners.com, +1 212 313 9870,Manual List Upload
11168192,Inactive Investor,Stephen Mangan,,"Wells Fargo Clearing Services, LLC Springfield MO 1720 E Bradford Pkwy",stephen.mangan@wellsfargoadvisors.com,,Salesforce
10909518,Inactive Investor,David Bott,,"Avantax Investment Services, Inc. Sugar Land TX 14090 Southwest Fwy",,,Salesforce
11149590,Inactive Investor,Caitlyn Jurczak,,"Charles Schwab & Co., Inc.",,,Salesforce
10823060,Inactive Investor,John Remmel,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",john.remmel@wellsfargo.com,,Salesforce
11254123,Inactive Investor,Alex Langermeier,,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",alex.langermeier@equitable.com,,Salesforce
10770982,Inactive Investor,Edward Gorski,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,edward.gorski@fidelity.com,,Salesforce
10803879,Inactive Investor,Irving Rosenbloom,,"Pruco Securities, LLC. Knoxville TN 111 Center Park Dr",irving.rosenbloom@prudential.com,,Salesforce
10913608,Inactive Investor,Caroline Hoffman,,Goldman Sachs & Co.,,,Salesforce
11153859,Inactive Investor,Erica Jennings,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,erica.jennings@jpmorgan.com,,Salesforce
11150712,Inactive Investor,Michael Ryan,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,mtryan@ft.newyorklife.com,,Salesforce
10808552,Inactive Investor,Michael Feranec,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,michael.feranec@morganstanley.com,,Salesforce
9595941,,Cindy Jones,,,cjones@tcwealthpartners.com,,List import
11122318,Inactive Investor,Kenneth Breaden,Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,kbreaden@rwbaird.com,,Salesforce
9584025,,Michael Currie,,,mrc@hmpayson.com,,List import
11099762,Inactive Investor,Jackson Fleming,Team Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jackson.fleming@schwab.com,,Salesforce
10645877,,Osvaldo Buenrostro,,,osvaldo.f.buenrostro@chase.com,,List Import
10953169,Inactive Investor,Jacob Hoffacker,Financial Advisor,Thrivent Investment Management Inc.,jacob.hoffacker@thrivent.com,,Salesforce
9611171,,John Castles,,,jcastles@bellwetheram.com,,List import
10657796,,Monica Chico,,,monica.l.lopez@chase.com,,List Import
10872463,Inactive Investor,Alex Varkatzas,Financial Planning Specialist,"Ameriprise Financial Services, LLC East Meadow NY 90 Merrick Ave",alex.varkatzas@ampf.com,,Salesforce
9616537,,rvrice343@gmail.com Rice,,,rvrice343@gmail.com,,List import
10972029,Inactive Investor,Michael Hill,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,michael.hill@citi.com,,Salesforce
11115547,Inactive Investor,Joshua Rosa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",joshua.rosa@ml.com,,Salesforce
11157129,Inactive Investor,Nicholas Fullmer,,"Wells Fargo Advisors Financial Network, LLC Pocatello ID 333 S Main St",,,Salesforce
11192851,Inactive Investor,Brian Ogle,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Rapid City SD 909 Saint Joseph St,brian.ogle@morganstanley.com,,Salesforce
9604480,,Ronetta Gary,,,ronetta@cloudorders.net,,List import
11002261,Inactive Investor,Tonya Rollman,,Lincoln Investment Irving TX 5201 N O Connor Blvd,trollman@lincolninvestment.com,,Salesforce
10914379,Inactive Investor,Robert Cooney,,"Osaic Wealth, Inc. Maineville OH Private Residence",,,Salesforce
10967273,Inactive Investor,Shawna Honea,,"Allstate Financial Services, LLC Fernley NV 125 W Main St",shawnahonea@allstate.com,,Salesforce
9637936,,Steve Reynard,,,reynards@strsoh.org,,List import
11238398,Inactive Investor,Richard Chase,,Penwood Real Estate Investment Management LLC,rchase@penwoodre.com,,Salesforce
11027590,Inactive Investor,Scott Young,,"OneAmerica Securities, Inc. Carmel IN 1980 E 116th St",,,Salesforce
10851138,Inactive Investor,Kyle Harper,Investment Advisor Representative,"Good Life Advisors, LLC Lisle IL 1011 Warrenville Rd",kyle.harper@goodlifefa.com,,Salesforce
10828157,Inactive Investor,Theodore Contag,,Thrivent Investment Management Inc. Minneapolis MN 7760 France Ave S,tcontag@pksinvest.com,,Salesforce
10861172,Inactive Investor,Lance Harting,Associate Director,Oppenheimer & Co. Inc. Vienna VA 1921 Gallows Rd,lance.harting@opco.com,,Salesforce
11129993,Inactive Investor,Crystal Miller,,"Farmers Financial Solutions, LLC Mobile AL 10121 Airport Blvd",,,Salesforce
10868036,Inactive Investor,Anquanita Jones,,PFS Investments Inc. Tucker GA 2321 4th St,anquanita.jones@primerica.com,,Salesforce
10837159,Inactive Investor,Vincent Pecora,Family Wealth Advisor;Financial Advisor;Senior Vice President - Wealth Management;Workplace Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,vincent.pecora@morganstanley.com,,Salesforce
11186049,Inactive Investor,Bertha Rozier,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
245687,,Gavin Spitzner,President,"Wealth Consulting Partners, LLC",gavin.spitzner@wealthconsultingpartners.com,,Manual List Upload
10820503,Inactive Investor,Regina Clayton,,"American Portfolios Financial Services, Inc. Frederick MD Private Residence",,,Salesforce
10932192,Inactive Investor,Parker Hardt,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",,,Salesforce
11060469,Inactive Investor,Jacob Boyd,Financial Advisor,Edward Jones Ottawa KS 101 N Main St,jacob.boyd@edwardjones.com,,Salesforce
9622879,,Bani Peng,,,pengbin44@gmail.com,,List import
11103657,Inactive Investor,Antwan Ward,Assistant Vice President;Preferred Relationship Manager,"Fifth Third Securities, Inc. Plainwell MI 1282 M 89",antwan.ward@53.com,,Salesforce
10864021,Inactive Investor,Grace Suarez,,Commonwealth Financial Network Mountlake Terrace WA 6912 220th St SW,,,Salesforce
11185801,Inactive Investor,Stephen Hood,,"Allstate Financial Services, LLC Tupelo MS 2305 W Main St",stephenhood@allstate.com,,Salesforce
11253969,Inactive Investor,Whalter Ponce,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Center Moriches NY 366 Main St,whalter.a.ponce@chase.com,,Salesforce
10929372,Inactive Investor,Shawn Swanson,,"Brokers International Financial Services, LLC. Columbus OH 1212 Summit St",sswanson@brokersifs.com,,Salesforce
11096393,Inactive Investor,Michael Landis,Financial Advisor,"Wells Fargo Clearing Services, LLC Northampton PA 1840 Main St",michael.landis@wellsfargoadvisors.com,,Salesforce
10846767,Inactive Investor,Vincent Lee,,"Coldstream Securities, Inc.",,,Salesforce
10778741,Inactive Investor,Joseph Bartumioli,Senior Vice President - Investments,"Raymond James & Associates, Inc. Woodbury NY 135 Crossways Park Dr",joe.bart@raymondjames.com,,Salesforce
11079732,Inactive Investor,Jonathon Hibbard,Financial Advisor,Edward Jones London KY 1574 N Main St,jonathon.hibbard@edwardjones.com,,Salesforce
10980839,Inactive Investor,Kiersten Oliva,,J.P. Morgan Securities LLC Upland CA 31 W Foothill Blvd,kiersten.janine.oliva@chase.com,,Salesforce
10933810,Inactive Investor,Brock Whitmore,,State Farm VP Management Corp. Hays KS 339 E 8th St,,,Salesforce
9637130,,Jeffrey Stainton,,,jeffrey.stainton@fortwashington.com,,List import
10854807,Inactive Investor,Christopher Rolf,Executive Vice President,"Altrius Capital Management, Inc. Durham NC 4819 Emperor Blvd",,,Salesforce
11060950,Inactive Investor,Peter Loysen,Financial Advisor,Edward Jones Frederick MD 241 E 4th St,chris.c.loysen@edwardjones.com,,Salesforce
10614815,,Linda Schnell,"Financial Advisor, Investment Management Consultant, Senior Vice President",,linda.schnell@morganstanley.com,,List Import
10793935,Inactive Investor,James Whitson,,"FBL Marketing Services, LLC Ada OK 1027 W Main St",james.whitson@fbfs.com,,Salesforce
10656785,,Na Li,,,nli02@ft.newyorklife.com,,List Import
10793036,Inactive Investor,Thomas Wagner,Member;Senior Advisor;Senior Investment Advisor,"The Welch Group, LLC",michael@welchgroup.com,,Salesforce
11123444,Inactive Investor,Jacob Damhof,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",jacob.damhof@ampf.com,,Salesforce
10611890,,Richard Smalley,"Financial Advisor, Financial Planning Specialist, First Vice President",,richard.smalley@morganstanley.com,,List Import
11019215,Inactive Investor,Lanfen Schloss,,J.P. Morgan Securities LLC Pittsburgh PA 26 Market Sq,lanfen.schloss@jpmorgan.com,,Salesforce
11095557,Inactive Investor,Christy Finken,Investment Consultant;Senior Vice President;Wealth Relationship Manager,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",cfinken@bokf.com,,Salesforce
10964150,Inactive Investor,Dylan Dragoo,Associate,Edward Jones Lincoln NE 4741 N 26th St,,,Salesforce
9581968,,Richard Freedman,,,richard.freedman@ubs.com,,List import
11134718,Inactive Investor,Tania Louque,,Lincoln Investment Lutcher LA 10900 Hwy 3125,tlouque@lincolninvestment.com,,Salesforce
49471,,Leslie Riley,Senior Financial Advisor,"VALIC Financial Advisors, Inc.",leslie.riley@valic.com,770-395-4714,
9579192,,Jamie Patten,,,jamie.patten@lfg.com,,List import
10808084,Inactive Investor,Steven Gardiner,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",steven.gardiner@nm.com,,Salesforce
11168926,Inactive Investor,Kai Tian,Financial Advisor,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",kai.tian@prudential.com,,Salesforce
11170782,Inactive Investor,Doris Rodriguez,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,doris.rodriguez@primerica.com,,Salesforce
11203936,Inactive Investor,Rob Masanotti,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC New Canaan CT 122 Main St,robert.j.masanotti@jpmorgan.com,,Salesforce
10934785,Inactive Investor,Paul Bates,,"American Global Wealth Management, Inc.",paulbates@americanglobalwealth.com,,Salesforce
10833611,Inactive Investor,Gary Jones,,"Allstate Financial Services, LLC El Segundo CA 508 Main St",garyjones@allstate.com,,Salesforce
11149755,Inactive Investor,Amber Holtz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11035698,Inactive Investor,Christopher Bianchi,,Jefferies LLC,cbianchi@jefferies.com,,Salesforce
10845912,Inactive Investor,William Wike,Shareholder,Austin Asset,,,Salesforce
10844655,Inactive Investor,Lisa Amann,Chief Compliance Officer;Member;President,"A-V Capital Management, LLC Metairie LA 111 Veterans Blvd",l.amann@a-vcapital.com,,Salesforce
11209878,Inactive Investor,Donald Fry,,"Equitable Advisors, LLC Columbia MO Private Residence",donald.fry@equitable.com,,Salesforce
9592774,,Gabriel Medaglia Schuch,,,gabrielschuch@hotmail.com,,List import
11030354,Inactive Investor,Laura Loomis,,Edward Jones Columbia MO 203 E Nifong Blvd,laura.loomis@edwardjones.com,,Salesforce
11231579,Inactive Investor,Jennifer Sellers,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
227458,,David Hadlet -,,David Hadlet [[Unknown]],davehadlet@comcast.net,,
11207071,Inactive Investor,Raul Carrasco,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,raul.x.flores@chase.com,,Salesforce
351007,,Daniel Trolio,,Horizon Technology Finance,dtrolio@horizontechfinance.com,860-676-8654,Manual List Upload
10896262,Inactive Investor,Eduardo Ramirez Ramirez,,"Truist Investment Services, Inc. Miami FL 8699 NW 36th St",,,Salesforce
10757521,Inactive Investor,Ann Lang,,"MML Investors Services, LLC Kansas City MO 9237 Ward Pkwy",rlang@massmutual.com,,Salesforce
10868609,Inactive Investor,Donald Schlagel,,"Allstate Financial Services, LLC Arlington WA 16716 Smokey Point Blvd",donaldschlagel@allstate.com,,Salesforce
9629128,,SAMUEL WINSTON,,,sbwinston@gmail.com,,List import
11045777,Inactive Investor,Donna Bailey,Associate,Thrivent Investment Management Inc. Greensburg PA 161 E Otterman St,donna.bailey@thrivent.com,,Salesforce
242876,,Gregory Rust,Mr.,Ameriprise,greg.rust@ampf.com,,Manual List Upload
11220031,,Malcolm Cowen,,,malcolm.cowen@mfin.com,,Other
11076278,Inactive Investor,Alex Shaw,,Portsmouth Financial Services,alexshaw@portsmouthfinancial.com,,Salesforce
245632,,Sheila Cuffari-Agasi,Executive Vice President,United Planners Financial Services of America,sjagasi@upfsa.com,14806240340,Manual List Upload
10971816,Inactive Investor,Flor Pedro,,PFS Investments Inc. Woodland Hills CA 20750 Ventura Blvd,flor.pedro@primerica.com,,Salesforce
347122,,Donna Zidwick,"Member, director Of Fixed Income",Harvest Investment Consultants Llc,dzidwick@harvestinvestment.com,410-561-9040,Manual List Upload
10940313,Inactive Investor,Jason Alves,Division Leader,PFS Investments Inc. Vancouver WA 3305 Main St,jason.alves@primerica.com,,Salesforce
9576989,,Gordon Searles,,,searles.gordon@principal.com,,List import
10910109,Inactive Investor,Taylor Johnson,Investment Specialist,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",taylor.johnson@ampf.com,,Salesforce
10767285,Inactive Investor,Scott Trease,Chief Investment Officer;Founder;Managing Member;President;Regulatory Contact,"Sapere Wealth Management, LLC",scott.trease@sapere.com,,Salesforce
9545935,,KEONHONG MIN,,,ansqld@gmail.com,,List import
11023583,Inactive Investor,Edlin Hurtado,,J.P. Morgan Securities LLC Thousand Oaks CA 148 W Hillcrest Dr,edlin.hurtado@jpmorgan.com,,Salesforce
11219595,,Mark Matsko,,,mark@selwayinvest.com,,Other
10940264,Inactive Investor,John Mcclellan,Principal,U. S. Boston Capital Corporation,jmcclellan@usboston.com,,Salesforce
11180515,Inactive Investor,Connor Sturgess,,"Level Four Financial, LLC Bloomfield Hills MI 40900 Woodward Ave",csturgess@levelfourfinancial.com,,Salesforce
10934431,Inactive Investor,David Epler,,PFS Investments Inc. Parkersburg WV 1118 20th St,,,Salesforce
244406,,David King,VP Institutional Distribution,Innovative Portfolios,david.king@innovativeportfolios.com,16154386660,Manual List Upload
9617766,,Walter Beach,,,waltbeach@beachinvest.com,,List import
229598,, -,,[[Unknown]],modernn_69@hotmail.com,,
9586638,,James Comblo,,,jcomblo@fscwealthadvisors.com,,List import
11176171,Inactive Investor,Jian Zou,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
10990210,Inactive Investor,Daniel Stuven,,"Raymond James Financial Services, Inc. East Setauket NY 376 Mark Tree Rd",daniel.stuven@raymondjames.com,,Salesforce
11137927,Inactive Investor,Frederick Zuck,,Robert W. Baird & Co. Incorporated Roseland NJ 3 Becker Farm Rd,fzuck@rwbaird.com,,Salesforce
11022723,Inactive Investor,Aaron Starr,Financial Advisor,Edward Jones Topeka KS 4009 SW 10th Ave,aaron.starr@edwardjones.com,,Salesforce
9639743,,Debbie Drew,,,debbie.drew01@walthamforest.gov.uk,,List import
10980109,Inactive Investor,Jonathan Danise,,LPL Financial LLC Rochester NY 2000 Winton Rd S,jonathan.danise@lpl.com,,Salesforce
10871057,Inactive Investor,Anna Jensen,,"Private Client Services, LLC Columbus OH 1690 W Lane Ave",,,Salesforce
11009717,Inactive Investor,Lisa Bruce,,LPL Financial LLC Gainesville FL 1900 SW 34th St,lisa.bruce@lpl.com,,Salesforce
11083479,Inactive Investor,Brent Harris,,"Northwestern Mutual Investment Services, LLC Addison TX 15851 Dallas Pkwy",brent.harris@nm.com,,Salesforce
81166,,David Petz,Financial Associate,Thrivent Investment Management Inc.,david.petz@thrivent.com,520-529-1589,
9613160,,Jan Schierle,,,js@schierle.eu,,List import
11115832,Inactive Investor,James Barrett,,"Farmers Financial Solutions, LLC North Richland Hills TX 9125 Belshire Dr",jbarrett1@farmersagent.com,,Salesforce
11074488,Inactive Investor,Jacob Hollingsworth,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 4504 Legacy Dr",brady.hollingsworth@ampf.com,,Salesforce
10942149,Inactive Investor,David Cohen,,Cetera Investment Services LLC Yonkers NY Private Residence,david.cohen@ceterainvestors.com,,Salesforce
11185500,Inactive Investor,Sara Stevenson,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,sara.stevenson.pl9f@statefarm.com,,Salesforce
10759990,Inactive Investor,Ricardo Resende,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ricardo.resende@jpmorgan.com,,Salesforce
11121439,Inactive Investor,Christopher Bruntz,Financial Advisor,Edward Jones North Bend WA 111 Main Ave S,christopher.bruntz@edwardjones.com,,Salesforce
10952509,Inactive Investor,Alexander Tucker,Client Advisor,Arvest Wealth Management Oklahoma City OK 824 SE 4th St,atucker@arvest.com,,Salesforce
9608143,,Michael Mazzei,,,amazzei14@aol.com,,List import
10956953,Inactive Investor,Celeste Villegas,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,celeste.villegas@fidelity.com,,Salesforce
198268,,carlin nash,,[Unknown],cnash56615@aol.com,,
11106884,Inactive Investor,Phillip Glover,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,phillip.glover@fmr.com,,Salesforce
11222708,,Gauranga Pal,,,gauranga.pal@morganstanley.com,,List Import
10617626,,Imani Bussell,,,imani.bussell@primerica.com,,List Import
11005568,Inactive Investor,Geoffery Rice,,J.P. Morgan Securities LLC Murrieta CA 40655 California Oaks Rd,geoffery.rice@chase.com,,Salesforce
11076584,Inactive Investor,Ann Kim,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,ann.kim@morganstanley.com,,Salesforce
5238028,,fara taba,,,fzogutkwjubzvh@karenkey.com,,Web Form Fillout
10993494,Inactive Investor,Ashley Blume,,NYLIFE Securities LLC Jacksonville Beach FL Private Residence,ablume@ft.newyorklife.com,,Salesforce
10611334,,Jessica Grillo,"Financial Consultant, Investment Advisor Representative, Wealth Advisor",,jespada@commonwealth.com,,List import
341549,,Tan Hong,Director Of Sgi Frontier Capital Pte Ltd.,"Cerberus Capital Management, L.p.",thong@cerberuscapital.com,212-891-2100,Manual List Upload
11205558,Inactive Investor,Khoa Luong,Private Client Banker,J.P. Morgan Securities LLC Union City CA 34536 Alvarado Niles Rd,khoa.luong@jpmorgan.com,,Salesforce
10616457,,William Gilchrist,,,will.gilchrist@opco.com,,List Import
248996,,Christopher Bishop,Quantum Economic Development Consortium - Workforce TAC,QED-C,chris@improvisingcareers.com,2032477555,Manual List Upload
11105586,Inactive Investor,John Caspary,,"Cambridge Investment Research, Inc. Clifton IL 145 E 5th Ave",,,Salesforce
10813260,Inactive Investor,Gary Smith,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,gary.smith@ubs.com,,Salesforce
10846624,Inactive Investor,David Fadel,Investment Advisor,West Branch Capital LLC Buffalo NY 300 International Dr,info@westbranchcapital.com,,Salesforce
11120610,Inactive Investor,Leonardo Zamora,,J.P. Morgan Securities LLC Miami FL 12795 S Dixie Hwy,leonardo.zamora@chase.com,,Salesforce
9549227,,John May,,,dmay@lifemark.com,,List import
11096815,Inactive Investor,Randall Neighbour,Investment Advisor,The Fiduciary Alliance Houston TX Private Residence,,,Salesforce
11142003,Inactive Investor,Jake Sanderson,Senior Associate,"Raymond James & Associates, Inc.",jake.sanderson@raymondjames.com,,Salesforce
11188747,Inactive Investor,Renato Jamett,Branch Manager;Executive Vice President,Janney Montgomery Scott LLC Grosse Pointe MI 112 Kercheval Ave,rjamett@janney.com,,Salesforce
10962830,Inactive Investor,Quin Strouse,,"Fourth Dimension Wealth, LLC Millersburg OH 9081 County Road 393",,,Salesforce
10754790,Inactive Investor,Nathaniel Bernos,,"Wells Fargo Clearing Services, LLC Ann Arbor MI 2723 S State St",nathaniel.bernos@wellsfargoadvisors.com,,Salesforce
10783182,Inactive Investor,Brian Murphy,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. San Francisco CA 580 California St,brian.murphy@opco.com,,Salesforce
10766634,Inactive Investor,Debi Baydush,Founder;Officer,BSW Wealth Partners,debi@bsw.com,,Salesforce
10611879,,Paul Chadwick,"Associate Vice President - Wealth Management, Financial Advisor",,paul.chadwick@morganstanley.com,,List Import
11211965,Inactive Investor,Jiexing Zhang,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10902385,Inactive Investor,Steven Coury,Client Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
9593448,,Jeffrey Holben,,,jeff@theholbengroup.com,,List import
11024548,Inactive Investor,Isaac Boll,,"Harbour Investments, Inc. Scottsdale AZ 16430 N Scottsdale Rd",,,Salesforce
345901,,Don Cloud,Managing Member,"Cloud Investments, Llc",don@cloudfinancial.com,256-715-0094,Manual List Upload
11049541,Inactive Investor,Joshua Rauterkus,Wealth Advisor;Wealth Management Associate,"Curi RMB Capital, LLC Denver CO 250 Fillmore St",,,Salesforce
9599949,,Too Yen Chong,,,chongtooyen@gmail.com,,List import
11101148,Inactive Investor,Aaron Holyoak,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,aaron.holyoak@fidelity.com,,Salesforce
348325,,Himanshu Saxena,Co-head Starwood Energy,"Starwood Capital Group Management, L.l.c.",hsaxena@starwood.com,305-695-5500,Manual List Upload
10928901,Inactive Investor,Nathan Kingery,,"Coordinated Capital Securities, Inc. Columbus OH 1212 Summit St",,,Salesforce
9549662,,Tom McDonough,,,tmcdonough@longpond.com,,List import
11140404,Inactive Investor,Callie Settles,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11115957,Inactive Investor,Freeman Welch,Managing Director,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",freeman.welch@wellsfargoadvisors.com,,Salesforce
9571052,,Tushar Patel,,,tpatel7481@aol.com,,List import
10955016,Inactive Investor,Antonio Colon,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10983686,Inactive Investor,Michael Awosemusi,Chief Compliance Officer;Founder;Managing Member;President,Empowerment Financial Advisors LLC,michael.ba@empowermentfinancialact.com,,Salesforce
11198438,Inactive Investor,Lindsey Egan,,"Advanced Advisor Group, LLC Saint Paul MN 41 Sherburne Ave",,,Salesforce
10882251,Inactive Investor,Andrew Hardin,Chief Compliance Officer;Managing Member;Owner,"Hardin Capital Partners, LLC",andrew@hardincapitalpartners.com,,Salesforce
10777576,Inactive Investor,Mark Evans,,Vanguard Marketing Corporation,mark_evans@vanguard.com,,Salesforce
11034641,Inactive Investor,Howard Nock,Regional Leader,PFS Investments Inc. Cleveland OH 675 Alpha Dr,hnock@primerica.com,,Salesforce
11080699,Inactive Investor,Jacob Cothran,Financial Advisor,"Cothran Capital, LLC",jacob@cothrancapital.com,,Salesforce
10905094,Inactive Investor,David Brendza,Client Advisor;Director;Managing Director,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",david.brendza@alexbrown.com,,Salesforce
11154658,Inactive Investor,William Brennan,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,william.brennan@fidelity.com,,Salesforce
44097,,Mark Casto,"President, member","Creative Financial Solutions, Llc",mark@cfsplanning.com,740-335-0070,Manual List Upload
9623569,,Martti Palosuo,,,prm50@jbs.cam.ac.uk,,List import
11139880,Inactive Investor,Collins Shelden,,PFS Investments Inc. Brentwood TN 1804 Williamson Ct,,,Salesforce
11069190,Inactive Investor,Ryan Del Carlo,Financial Advisor,"Next Financial Group, Inc. Roseville CA 915 Highland Pointe Dr",,,Salesforce
9090409,,Bob Wallden,,,bob.walldrn@abra.com,,Web Form Fillout
10880032,Inactive Investor,Jung-Hoon Lee,Private Client Advisor,J.P. Morgan Securities LLC Beverly Hills CA 9245 Wilshire Blvd,jung.hoon.lee@jpmorgan.com,,Salesforce
221144,,Sergio Payares miranda,,[Unknown],payaresmirandasergio@gmail.com,,Advertising
10782285,Inactive Investor,Michele Jones,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard,michele.jones@jpmorgan.com,,Salesforce
9577125,,Paul Beisler,,,beis@berthelrep.com,,List import
10959184,Inactive Investor,Stephen J'Appiah,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,,,Salesforce
11098538,Inactive Investor,Jami Kelly,Private Client Advisor,J.P. Morgan Securities LLC White Plains NY 134 Mamaroneck Ave,jami.kelly@jpmorgan.com,,Salesforce
10804247,Inactive Investor,Mark Inserra,Financial Advisor,Lincoln Investment Jenkintown PA 261 Old York Rd,minserra@lincolninvestment.com,,Salesforce
10926150,Inactive Investor,Justin Harrison,Chief Compliance Officer;Chief Operating Officer;Managing Director,Aegis Financial Corporation,jharrison@aegisfunds.com,,Salesforce
11135209,Inactive Investor,Kari Lopes,,Morgan Stanley Colchester VT 105 W View Rd,kari.l.lopes@morganstanley.com,,Salesforce
10831903,Inactive Investor,Christopher Hansen,Chief Compliance Officer;Chief Executive Officer;Founder;Member,Financial Rounds,hello@personalchoicefinancial.com,,Salesforce
11007646,Inactive Investor,Laura Moody,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
9636269,,David Green,,,david@greenfinancialmgmt.com,,List import
11086739,Inactive Investor,Sharon Fontcuberta,,J.P. Morgan Securities LLC Gretna LA 2320 Belle Chasse Hwy,sharon.b.fontcuberta@jpmorgan.com,,Salesforce
9540445,,Mark Weisenborn,,Mark Weisenborn,markweisenborn@gmail.com,,Direct
11110700,Inactive Investor,Sarah Bartnikowski,Financial Advisor,"Ameriprise Financial Services, LLC Saginaw MI 3232 Fashion Square Blvd",sarah.bartnikowski@ampf.com,,Salesforce
10776575,Inactive Investor,Terence Johnson,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pleasanton CA 4900 Hopyard Rd",terence_johnson@ml.com,,Salesforce
6722440,,sa sa,,,megaji7203@aosod.com,,Web form fillout
10885785,Inactive Investor,Paul Joseph,Financial Consultant,"Osaic Wealth, Inc. Toledo OH 4041 W Sylvania Ave",,,Salesforce
10874328,Inactive Investor,Mark Motell,Wealth Management Advisor,Rubicon Advisors Roseville CA 2998 Douglas Blvd,,,Salesforce
10988964,Inactive Investor,Stefania De Souza,,J.P. Morgan Securities LLC Bridgeport CT 2125 Main St,stefania.de-souza@jpmorgan.com,,Salesforce
10937007,Inactive Investor,Scott Draper,Chief Compliance Officer;Director;Investment Advisor;President,Thrive Financial Planning,scott@thrivefinancialplanning.com,,Salesforce
11196387,Inactive Investor,Andre Caubarreaux,Branch Manager;Owner,Andre Caubarreaux Marksville LA Private Residence,,,Salesforce
371073,,Bagus Kurniawan Ramadhan Imas Komalasari,,Indonesia,baday170296@gmail.com,,Salesforce
11162965,Inactive Investor,Kenneth Stewart,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,kenneth.stewart@morganstanley.com,,Salesforce
10779954,Inactive Investor,Lisa Peel,Principal,Edward Jones,lisa.peel@edwardjones.com,,Salesforce
10947001,Inactive Investor,Roger Nulton,Financial Advisor;Partner,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",roger.nulton@equitable.com,,Salesforce
10808705,Inactive Investor,Brendan Hermann,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11008704,Inactive Investor,Joseph Jablonski,Chief Compliance Officer;Chief Financial Officer,Seven Bridges Advisors LLC,jjablonski@sevenbridgesadvisors.com,,Salesforce
10762081,Inactive Investor,Kirk Greer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",kirk_greer@ml.com,,Salesforce
9582634,,Charles Clark,,,cbclark@financialguide.com,,List import
9590313,,MIN YUSEOK,,,uzing97@gmail.com,,List import
11108792,Inactive Investor,Julie Greene,Managing Member;Owner,"Spaulding Greene Wealth Management, LLC",jgreene@spauldinggreene.com,,Salesforce
10878029,Inactive Investor,Desiree Lasiewski,,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",dlasiewski@royalaa.com,,Salesforce
79474,,Bridget McDermott,Financial Planner,Carolinas Wealth Consulting LLC,bmcdermott@carolinasinvest.com,704-643-2455,
11051827,Inactive Investor,Geoffrey Darst,,State Farm VP Management Corp. Greenville SC 12 Pelham Rd,,,Salesforce
581,,,,,TimYontz75431@yahoo.co.jp,,
11016620,Inactive Investor,Michelle Lee,,Cetera Advisor Networks LLC Sarasota FL 5001 Lakewood Ranch Blvd N,,,Salesforce
10841739,Inactive Investor,Daysi Galo,Client Associate,"RBC Capital Markets, LLC Boulder CO 1801 13th St",daisy.galo@rbc.com,,Salesforce
210374,,Jeff Schlotterbeck,Principal And Chief Compliance Officer,"Water Street Wealth Management, Llc",jeff@waterstreetwealth.com,813-484-7877,Manual List Upload
10759180,Inactive Investor,Wendy Page,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",wendy.page@schwab.com,,Salesforce
11119305,Inactive Investor,Zachary Pruitt,,State Farm VP Management Corp. Richardson TX 1415 State St,zach.pruitt.y2w8@statefarm.com,,Salesforce
10863924,Inactive Investor,Fredrick Bruni,,"Northwestern Mutual Investment Services, LLC Morgantown WV 1053 Maple Dr",fredrick.bruni@nm.com,,Salesforce
242591,,Mark Makepeace,CEO,[Unknown],mmakepeace@wilshire.com,7834308599,Database Upload
11198634,Inactive Investor,Todd Erskine,Chief Compliance Officer;Founder;Managing Member;Managing Partner,"Kokua Capital Management, LLC",todd@kokuacap.com,,Salesforce
319,,,,,brianjones250@me.com,,
9626600,,Chad Hepburn,,,chad@rayhep.co.za,,List import
10781781,Inactive Investor,Malinda Difley,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",malinda.difley@wellsfargoadvisors.com,,Salesforce
10941433,Inactive Investor,David Lew,,Fidelity Brokerage Services LLC,,,Salesforce
10826783,Inactive Investor,Patrick Varriano,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,patrick.varriano@morganstanley.com,,Salesforce
10789609,Inactive Investor,Christopher Harford,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 69 5th Ave,christopher.j.harford@jpmorgan.com,,Salesforce
10799200,Inactive Investor,Chad Roland,Investment Consultant,LPL Financial LLC Spokane WA 16201 E Indiana Ave,chad.roland@lpl.com,,Salesforce
9553315,,Samiul Abedin,,,s.abedin@fi.com,,List import
11031790,Inactive Investor,Stephen Sample,,"Raymond James Financial Services, Inc. Queen Creek AZ 20062 S Ellsworth Rd",stephen.sample@raymondjames.com,,Salesforce
10892217,Inactive Investor,Katie Bowers,Senior Client Specialist,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,,,Salesforce
10864158,Inactive Investor,Julie Comstock,Client Associate;Communications Associate;Member,"Premier Private Wealth, LLC Brentwood TN 112 Westwood Pl",julie@premiercares.net,,Salesforce
10810790,Inactive Investor,Tracy Holt,Vice President,PFS Investments Inc. Edmond OK 609 S Kelly Ave,tracy.holt@primerica.com,,Salesforce
11075620,Inactive Investor,Stefany Schade,Assistant Manager;Transition Specialist,"Independent Financial Group, LLC Corpus Christi TX 615 N Upper Broadway St",,,Salesforce
10786199,Inactive Investor,Elizabeth Lailer,Vice President - Private Banking,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,libby.lailer@jpmorgan.com,,Salesforce
9624599,,Jay Joliat,,,jayjoliat@yahoo.com,,List import
9614655,,hoang ninhthe,,,ninhthehoangvn@gmail.com,,List import
103893,,Gunter Caspari,,individual,casparihold@hotmail.com,16306657642,
11140863,Inactive Investor,Meredith Rehal,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,meredith.rehal@gs.com,,Salesforce
11015842,Inactive Investor,Charles Minahan,Wealth Manager,"Gateway Wealth Partners, LLC Glastonbury CT 500 Winding Brook Dr",cminahan@mygfpartner.com,,Salesforce
11006478,Inactive Investor,Joshua Waguespack,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,joshuawaguespack@statefarm.com,,Salesforce
10776099,Inactive Investor,Brandon Zaun,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11129025,Inactive Investor,Wesley Lentz,,"Kestra Investment Services, LLC Kalamazoo MI 6100 Stadium Dr",,,Salesforce
11173097,Inactive Investor,Julian Heenan,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
10681581,,David Mensah,,,mensahdavid1994@gmail.com,,Web Form Fillout
11129347,Inactive Investor,Samuel Haskell,Chief Compliance Officer;Manager;Managing Member,Colarion,sam@colarionpartners.com,,Salesforce
174446,,Arturo Ganteaume,,[Unknown],aganteaume@me.com,,
11015827,Inactive Investor,Richard Honeycutt,Financial Advisor,Edward Jones Linville NC 4235 Mitchell Ave,richard.honeycutt@edwardjones.com,,Salesforce
10823337,Inactive Investor,Mary Galemmo,Account Vice President;Financial Advisor,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,mary.galemmo@ubs.com,,Salesforce
10765465,Inactive Investor,Melissa Holling,Supervisory Branch Operations Manager,D.A. Davidson & Co. Spokane WA 601 W Main Ave,mholling@dadco.com,,Salesforce
11115364,Inactive Investor,Daynel Laureano,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,daynel.laureano@primerica.com,,Salesforce
11239226,Inactive Investor,Stephen Reid,,"American Fidelity Securities, Inc.",stephen.reid@americanfidelity.com,,Salesforce
11102534,Inactive Investor,Parker Vander Wal,Financial Advisor,LPL Financial LLC Fargo ND 2700 12th Ave S,parker.vanderwal@lpl.com,,Salesforce
10873778,Inactive Investor,Anthony Santelli,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 6410 W Indiantown Rd",anthony.h.santelli@ml.com,,Salesforce
9618969,,Nathan Mendes,,,nathan.mendes@citadel.com,,List import
10889214,Inactive Investor,Gee Mui,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,gee.y.mui@chase.com,,Salesforce
10771888,Inactive Investor,Maria Maldonado,,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,,,Salesforce
9579557,,Brian Van Jura,,,brian.vanjura@53.com,,List import
11180725,Inactive Investor,Bradley Ross,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,bradley.ross@ubs.com,,Salesforce
10849512,Inactive Investor,Richard Sunwoo,Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",richard.sunwoo@raymondjames.com,,Salesforce
9624388,,Jacqueline Dalessio,,,slvheart84@gmail.com,,List import
167935,,Jelmer Rotteveel,,[Unknown],jelmerrotteveel11@gmail.com,,Paid Social
10785608,Inactive Investor,John Landry,Senior Manager,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",john.landry@schwab.com,,Salesforce
10974239,Inactive Investor,Charles Wheeler,,"Bankers Life Securities, Inc. Waltham MA 300 5th Ave",charles.wheeler@bankerslife.com,,Salesforce
10510691,,Seth Baker,Financial Advisor,Twigg Financial Inc.,seth@twiggfinancial.com,,List Import
11159140,Inactive Investor,Steven Boam,Financial Planner,"Osaic FA, Inc. Fresno CA 7060 N Fresno St",steven.boam@lfg.com,,Salesforce
9588219,,Tim Benzel,,,tbenzel@snwam.com,,List import
11061664,Inactive Investor,Beth Marques,Client Associate,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,beth.marques@ubs.com,,Salesforce
10757411,Inactive Investor,David Mann,,"Northwestern Mutual Investment Services, LLC Wabash IN 11 S Wabash St",dave.mann@nm.com,,Salesforce
11189142,Inactive Investor,Ryan Faley,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",ryan.faley@equitable.com,,Salesforce
10942424,Inactive Investor,Jesse Duhon,,Cetera Financial Specialists LLC La Place LA 330 Belle Terre Blvd,,,Salesforce
9636232,,William Moreton,,,wmoreton@moretonadvisors.com,,List import
9541266,,Frank Famiglietti,,,frank.famiglietti@morganstanley.com,,List import
10960682,Inactive Investor,Josef Gareis,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,josef_gareis@vanguard.com,,Salesforce
9646374,,kinglong xu,,,kinglong898@gmail.com,,List import
10927116,Inactive Investor,Ronald Reyes,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,,,Salesforce
11137387,Inactive Investor,Amy Erck,Client Service Associate,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10840344,Inactive Investor,Gerard Rocchi,,NYLIFE Securities LLC,,,Salesforce
10761550,Inactive Investor,Sarah Wolff,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Akron OH 4000 Embassy Pkwy",sarah.m.wolff@ml.com,,Salesforce
10934787,Inactive Investor,Karen Rogers,,"Calton & Associates, Inc. Brentwood TN 100 Winners Cir N",krogers@calton.com,,Salesforce
9572305,,Kelly Sauder,,,kelly.sauder@transamerica.com,,List import
10995863,Inactive Investor,Andrew Ellis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11149476,Inactive Investor,Jonathan Kennedy,,"Cambridge Investment Research, Inc. Richmond VA 5012 Monument Ave",,,Salesforce
10904268,Inactive Investor,Joseph Devane,,"Allstate Financial Services, LLC Bear DE 104 Mario Dr",,,Salesforce
11157611,Inactive Investor,Nicholas Fauber,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",nicholas.fauber@ml.com,,Salesforce
11260476,Inactive Investor,Chelsey Howell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
340166,,David Howard,SVP - Institutional Investments,[Unknown],dhoward@ftadvisors.com,,Event
11000402,Inactive Investor,William Longest,Senior Advisor,"Raymond James & Associates, Inc.",alex.longest@raymondjames.com,,Salesforce
11024066,Inactive Investor,Frisco McDonald,,PFS Investments Inc. Little Rock AR 10201 W Markham St,frisco.mcdonald@primerica.com,,Salesforce
10810876,Inactive Investor,Michael Massie,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",michael.massie@ampf.com,,Salesforce
11181455,Inactive Investor,Glenn Wells,,NYLIFE Securities LLC Manning SC 106 W Boyce St,ghwells@ft.newyorklife.com,,Salesforce
10800298,Inactive Investor,Jonathan Scheer,Financial Advisor,Edward Jones Tell City IN 435 Main St,jon.scheer@edwardjones.com,,Salesforce
10790429,Inactive Investor,Jason Lloyd,Senior Financial Advisor;Senior Vice President,Morgan Stanley Oxnard CA 300 E Esplanade Dr,jason.lloyd@morganstanley.com,,Salesforce
9607503,,John Aukshunas,,,maximumskill1@gmail.com,,List import
11011867,Inactive Investor,Thomas Rogers,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
9633163,,Martin walker,,,walk444@gmail.com,,List import
10767207,Inactive Investor,Patrick Joos,Client Service Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,patrick.joos@ubs.com,,Salesforce
9579125,,Kenneth Renfro,,,krenfro@stratoswealthpartners.com,,List import
10762594,Inactive Investor,Jason Rowe,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg VA 266 McLaws Cir",jason_rowe@ml.com,,Salesforce
11049554,Inactive Investor,Matthew Wypyski,Investment Advisor,"St. James Investment Advisors, LLC Pass Christian MS 24345 Oak Island Dr",matthew@stjamesia.com,,Salesforce
10899093,Inactive Investor,Nicholas Wennes,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,nicholas.wennes@morganstanley.com,,Salesforce
4507776,,Tin Tun,,,gabrielak.nolan@bozzcello.com,,Web Form Fillout
10861116,Inactive Investor,Kevin Gay,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.gay@fmr.com,,Salesforce
105386,,Milton Agurto,,[Unknown],jeanmar1506@gmail.com,967052428,Organic Search
9628910,,Martin Wilkinson,,,wilkinson.m108@gmail.com,,List import
10647997,,Sana Rather,,,sana.rather@fidelity.com,,List Import
9558399,,Sabina Lien,,,sabina.lien@suntrust.com,,List import
10618098,,Jim Ladlie,,,jladlie@retirementplanadvisors.com,,List Import
9544901,,Everdale Gatchalian,,,emg.tx.usa@gmail.com,,List import
10867217,Inactive Investor,Derek Brown,,Citigroup Global Markets Inc.,derek.brown@citi.com,,Salesforce
11102509,Inactive Investor,Jeremy Silcox,Financial Advisor,LPL Financial LLC Stockton CA 1776 W March Ln,jeremy.silcox@lpl.com,,Salesforce
11153372,Inactive Investor,Gary Pitts,,IDB Capital Corp. Beverly Hills CA 9401 Wilshire Blvd,gpitts@idbny.com,,Salesforce
9603037,,Stephen Infantino,,,sinfantino.gld@gmail.com,,List import
10904640,Inactive Investor,Mengjia Gu,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,mengjia.gu@fmr.com,,Salesforce
9555021,,Ronald Caljouw,,,ronald@caljouw.net,,List import
11098688,Inactive Investor,Andrew Smith,Financial Advisor,Edward Jones Marysville WA 4229 76th St NE,andy.d.smith@edwardjones.com,,Salesforce
11255504,Inactive Investor,Michelle Robinson,Founder;Principal;Wealth Management Advisor;Wealth Manager,"The Pines Wealth Management, LLC",shelly.robinson@thepineswealth.com,,Salesforce
11003765,Inactive Investor,Trey Nesbit,,"Concourse Financial Group Securities, Inc.",trey.nesbit@concoursefinancial.com,,Salesforce
10835708,Inactive Investor,Lee Brown,,"Packerland Brokerage Services, Inc. Prescott AZ Private Residence",lee_brown@packerlandbrokerage.com,,Salesforce
10657875,,Ronald Chiero,,,ronald.chiero@primerica.com,,List Import
9624733,,Kameron bsh,,,kamran_bsh@yahoo.com,,List import
10615772,,Charles Reed,,,charles.j.reed@jpmorgan.com,,List Import
10805752,Inactive Investor,Robert Beier,,Morgan Stanley Fort Worth TX 201 Main St,bobby.beier@morganstanley.com,,Salesforce
10996336,Inactive Investor,John Vassos,,"Vassos Investments, LLC",,,Salesforce
10954139,Inactive Investor,Daniel Daza,,Citigroup Global Markets Inc.,,,Salesforce
10937318,Inactive Investor,Scott Brown,,LPL Financial LLC Deer Park NY 724 Long Island Ave,,,Salesforce
11122270,Inactive Investor,Samuel Courtney,Client Advisor,"Raymond James & Associates, Inc. Washington DC 801 17th St NW",sam.courtney@alexbrown.com,,Salesforce
10957602,Inactive Investor,Stacy Geers,,MM Ascend Life Investor Services LLC,,,Salesforce
11002279,Inactive Investor,Jessica Walgenbach,Financial Advisor,"Pruco Securities, LLC. Pflugerville TX 21002 Morgans Choice Ln",jessica.walgenbach@prudential.com,,Salesforce
11073380,Inactive Investor,Paul Kordziel,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",paul.a.kordziel@wellsfargoadvisors.com,,Salesforce
11184452,Inactive Investor,Stephen Schmidt,Co-Founder;Secretary,"Meridian Financial Group, Inc.",steves@mfg-nw.com,,Salesforce
11208348,Inactive Investor,Jeffrey Hrabe,Financial Advisor,"Legacy Financial Strategies, LLC",jeff.hrabe@legacykc.com,,Salesforce
11155072,Inactive Investor,Joseph Vinciguerra,,"Grove Point Investments, LLC Staten Island NY Private Residence",jvinciguerra@hbeckinc.com,,Salesforce
10813792,Inactive Investor,Michele Vobach,,Hilltop Securities Inc.,michele.vobach@hilltopsecurities.com,,Salesforce
10958002,Inactive Investor,Henry Chan,Financial Advisor;Private Client Advisor;Vice President,J.P. Morgan Securities LLC Chicago IL 401 N Clark St,henry.chan@jpmorgan.com,,Salesforce
11052848,Inactive Investor,Melissa Watson,Financial Advisor;First Vice President;Investment Officer,"Benjamin F. Edwards & Company, Inc. Bowling Green KY Private Residence",melissa.watson@wellsfargoadvisors.com,,Salesforce
9544424,,Robby Ramos,,,robby@alt5sigma.com,,List import
11009253,Inactive Investor,Jason Mays,,MM Ascend Life Investor Services LLC,,,Salesforce
10862129,Inactive Investor,Luke Gray,Financial Advisor,Edward Jones Longmont CO 750 17th Ave,luke.gray@edwardjones.com,,Salesforce
10975370,Inactive Investor,John Rhett,Director - Investments,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",taylor.rhett@nm.com,,Salesforce
10606443,,Hai Gao,"Limited Partner, Managing Partner, Portfolio Manager",Coalescence Partners Investment Management LP,hgao@cp-im.com,212-603-9860,
9605544,,Thyson Marcellin,,,thysonmarcellin@gmail.com,,List import
10836021,Inactive Investor,Randall Cathcart,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",randy.cathcart@wellsfargoadvisors.com,,Salesforce
240098,,Mary Ballin,,Perigon Wealth Management,mary.ballin@perigonpartners.com,415-788-1952,Database Upload
11057642,Inactive Investor,Satyadeep Tummala,Chief Executive;Chief Executive Officer;Founder;Managing Member,Deep Think Investments,satyadeep.tummala@deepthinkinvestments.com,,Salesforce
11110523,Inactive Investor,Donald Mitchell,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Bangor ME 23 Water St",don.mitchell@rbc.com,,Salesforce
11000676,Inactive Investor,Michael Macpherson,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",michael.macpherson@gwrs.com,,Salesforce
11015365,Inactive Investor,Todd Morgan,,J.P. Morgan Securities LLC Painesville OH 25 Fairgrounds Rd,todd.x.morgan@chase.com,,Salesforce
10918833,Inactive Investor,Michael Flynn,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10998441,Inactive Investor,Antonio Alves,Associate Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Hartford CT 11 S Main St",,,Salesforce
11056456,Inactive Investor,Ericka Towe,Investment Advisor Representative,"Transamerica Financial Advisors, Inc New Providence NJ 571 Central Ave",ericka.towe@tfaconnect.com,,Salesforce
11021539,Inactive Investor,Aaron Armstrong,Partner;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,aaron.armstrong@corient.com,,Salesforce
10606188,,Sean Howard,"Business Manager, Director",Citigroup Global Markets Inc.,sean.howard@citigroup.com,212-793-0710,List Import
11103849,Inactive Investor,Rodrigo Fernandez Tinoco,Director;Member,Barnett Capital Advisors LLC Miami FL 1428 Brickell Ave,rodrigo.fernandez-tinoco@barnettcapitaladvisors.com,,Salesforce
11131575,Inactive Investor,Justin Wright,Financial Advisor,Edward Jones Madison AL 7278 Hwy 72 W,,,Salesforce
10822914,Inactive Investor,Susan Lemasters,Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,susan.lemasters@morganstanley.com,,Salesforce
11023396,Inactive Investor,Joslyn Henry,,PFS Investments Inc. Temecula CA 27470 Jefferson Ave,joslynsandyhenry@primerica.com,,Salesforce
10883899,Inactive Investor,Wallace Burgoyne,,LPL Financial LLC Houston TX 4295 San Felipe St,,,Salesforce
9574041,,Adam Vanlerberghe,,,adamvanlerberghe@gmail.com,,List import
10612346,,Gaurang Parikh,Financial Advisor,,gaurang.parikh@prudential.com,,List Import
11229308,Inactive Investor,Justin French,,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",justin.french@raymondjames.com,,Salesforce
10831753,Inactive Investor,Michael Miller,Financial Advisor;Financial Planning Specialist;Qualified Plan Financial Consultant,Morgan Stanley Bellevue WA 500 108th Ave NE,mike.t.miller@morganstanley.com,,Salesforce
91971,,Brian Anderson,Financial Services Representative,"Principal Securities, Inc.",anderson.brian.a@principal.com,843-388-0811,
11195516,Inactive Investor,Jessica Hardy,,Cetera Investment Services LLC San Diego CA 9275 Sky Park Ct,jessica.hardy@ceterainvestors.com,,Salesforce
9585005,,Michael Daniels,,,m.daniels@fi.com,,List import
10956760,Inactive Investor,Marie Conway,,LPL Financial LLC Melville NY 535 Broadhollow Rd,marie.conway@lpl.com,,Salesforce
10877485,Inactive Investor,Kenneth Coe,Private Wealth Advisor,Integrated Capital Management,kcoe@icapitalmgt.com,,Salesforce
11024974,Inactive Investor,Cameron Bogue,,PFS Investments Inc. Cape Coral FL 1222 SE 47th St,cbogue@primerica.com,,Salesforce
3757414,,Ludwig maki,,ludwig maki,ludwigmaki7@outlook.com,19902617993,Web form fillout
10846509,Inactive Investor,Steven Kang,,"Equitable Advisors, LLC Federal Way WA Private Residence",steven.kang@equitable.com,,Salesforce
11012387,Inactive Investor,Ryan Sakowich,,Park Avenue Securities LLC Roseland NJ 103 Eisenhower Pkwy,,,Salesforce
10960385,Inactive Investor,Kayla Esparza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10923552,Inactive Investor,Aaron Stock,,PFS Investments Inc. Urbandale IA 3220 100th St,aaron.stock@primerica.com,,Salesforce
10802253,Inactive Investor,David Riggs,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 10375 Richmond Ave",david.e.riggs@ampf.com,,Salesforce
11066336,Inactive Investor,Karen Natishan,Financial Advisor;First Vice President;Senior Investment Management Consultant,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,karen.b.natishan@morganstanley.com,,Salesforce
10847535,Inactive Investor,Elizabeth Killackey,Director,"Forward Investment Advisors, Inc. Madison WI 7818 Big Sky Dr",,,Salesforce
10757824,Inactive Investor,Kyle Melear,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",kyle.r.melear@ml.com,,Salesforce
11146527,Inactive Investor,Crystal Keller,Owner,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",crystal.keller@aviorwealth.com,,Salesforce
9569914,,Doreen Jimenez,,,doreenjimenez@hotmail.com,,List import
11185576,Inactive Investor,Isabelle Lorette,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9542822,,Terry Tyler,,,tltyler@wisdirect.com,,List import
10855519,Inactive Investor,Richard Cecchi,,"Verity Investments, Inc. Ronkonkoma NY 3075 Veterans Memorial Hwy",rcecchi@verityinvest.com,,Salesforce
11180739,Inactive Investor,Chinju Hsiao,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",chinju.hsiao@tfaconnect.com,,Salesforce
10940906,Inactive Investor,Gregory McDaniel,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",,,Salesforce
11089039,Inactive Investor,Ryan Svendson,Private Wealth Manager,Creative Planning Edmonds WA Private Residence,ryan.svendson@creativeplanning.com,,Salesforce
11089373,Inactive Investor,Sean Yoo,Private Client Advisor,J.P. Morgan Securities LLC New York NY 32 University Pl,sean.h.yoo@jpmorgan.com,,Salesforce
9581229,,Edward Margolis,,,emargolis@gwnsecurities.com,,List import
9636515,,William Friebel,,,william@starfoxfinancial.com,,List import
11143589,Inactive Investor,Eric Spangenthal,,"Raymond James Financial Services, Inc. Springfield MA 1500 Main St",eric.spangenthal@raymondjames.com,,Salesforce
10901874,Inactive Investor,Trina Tracy,,"Raymond James Financial Services, Inc. Seymour IN 1010 W 2nd St",trina.tracy@raymondjames.com,,Salesforce
374778,,Michael Linn,Managing Member,"Farallon Capital Management, L.l.c.",mlinn@faralloncapital.com,1-415-421-2132,Manual List Upload
10923200,Inactive Investor,Scott Noble,,"Cambridge Investment Research, Inc. Terre Haute IN 1326 E Davis Dr",,,Salesforce
10786137,Inactive Investor,Leticia Perrine,,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
1709214,,Mangatuvaskle Mangatuvaskle,,[Unknown],mangatuvaskle@gmail.com,,
11032384,Inactive Investor,Steven Reed,Financial Advisor,Edward Jones Nottingham MD 8615 Ridgelys Choice Dr,steve.reed@edwardjones.com,,Salesforce
10930917,Inactive Investor,Charles Randall,,Sigma Financial Corporation Fruitland Park FL 406 S Dixie Ave,,,Salesforce
10810439,Inactive Investor,Charles McGill,,"Allstate Financial Services, LLC Magnolia TX 32731 Egypt Ln",kentmcgill@allstate.com,,Salesforce
11078177,Inactive Investor,John Canada,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10826116,Inactive Investor,Bradley Clark,,&Partners Jackson MI 100 S Jackson St,bradley.clark@wellsfargoadvisors.com,,Salesforce
10809889,Inactive Investor,Jeffrey Korbini,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Dublin OH 6767 Longshore St",jkorbini@wfafinet.com,,Salesforce
9636356,,Jeffrey Coe,,,jcole@nevrodie.com,,List import
11183278,Inactive Investor,Scott Primm,,"MML Investors Services, LLC Lehi UT 2901 W Blue Grass Blvd",sprimm@financialguide.com,,Salesforce
210613,,Jerry Santangelo,,Sperling & Slater LLP,santangeloj@icloud.com,3122597077,
9611623,,Emily Choi,,,emily.choi@tmx.com,,List import
9625767,,Edward Burmila,,,eburmila@hotmail.com,,List import
10892969,Inactive Investor,Nicholas Bockstanz,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10874271,Inactive Investor,Annemieke Van Der Werf,Financial Advisor,Edward Jones Oconomowoc WI 1020 Oconomowoc Pkwy,annemieke.price@edwardjones.com,,Salesforce
11200538,Inactive Investor,Daniel Shea,,"Sanford C. Bernstein & Co., LLC Boston MA 53 State St",,,Salesforce
11140871,Inactive Investor,Joseph Persky,,Goldman Sachs & Co.,joseph.persky@gs.com,,Salesforce
10998513,Inactive Investor,Will Patterson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 825 Juniper St NE",will.patterson@ampf.com,,Salesforce
10965821,Inactive Investor,Marco Castro,,Goldman Sachs & Co.,,,Salesforce
11085277,Inactive Investor,Thomas Taylor,,Cetera Financial Specialists LLC New Holland PA 301 E Main St,,,Salesforce
10941037,Inactive Investor,Jack Dunston,,Vanguard Marketing Corporation,jack_dunston@vanguard.com,,Salesforce
10793917,Inactive Investor,Ludwig Bach,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,lhbach@ft.newyorklife.com,,Salesforce
10813182,Inactive Investor,Ellen Shiery,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",ellen_shiery@ml.com,,Salesforce
11009762,Inactive Investor,Florida Kallashi,,J.P. Morgan Securities LLC Stuart FL 2280 SE Federal Hwy,florida.kallashi@chase.com,,Salesforce
11182302,Inactive Investor,William Burton,Founder;President,Crystal Capital Management Corporation,bill@cpaburton.com,,Salesforce
10808861,Inactive Investor,Richard Liberante,Financial Advisor,LPL Financial LLC Scottsdale AZ 11333 N Scottsdale Rd,richard.liberante@lpl.com,,Salesforce
10967881,Inactive Investor,Dijana Jovevska,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,dijana.jovevska@ubs.com,,Salesforce
10587789,,John Macleod,,,jcdmacleod@gmail.com,,Web Form Fillout
156520,,Eric Bach,,[Unknown],ebach755@gmail.com,,source
11130159,Inactive Investor,Barbara Price,Director;Senior Vice President,GMS Group Jersey City NJ 111 Town Square Pl,bweeks@gmsgroup.com,,Salesforce
10998955,Inactive Investor,Malcolm Jones,,BNY Mellon Securities Corporation Los Angeles CA 2029 Century Park E,malcolm.jones@bnymellon.com,,Salesforce
182930,,zhenping feng,,[Unknown],zhenpingfeng@gmail.com,,
1006006,Inactive Investor,Darold Klein,,TBD,little.detroit@aol.com,701-400-8818,Content
104082,,Seung Wook Son,,N/A,ss4932@columbia.edu,9172705449,
10934419,Inactive Investor,Sherri Jannise,,"First Command Brokerage Services, Inc.",,,Salesforce
9639590,,Filippo Stefanini,,,filippo.stefanini@eurizoncapital.com,,List import
10923119,Inactive Investor,Justin Cowell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10961160,Inactive Investor,Katrina Tolentino,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,katrina.tolentino@primerica.com,,Salesforce
10886188,Inactive Investor,Eric Glassman,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,eric.glassman@fidelity.com,,Salesforce
11201720,Inactive Investor,Fred Stemme,,"Larson Financial Securities, LLC",,,Salesforce
11143813,Inactive Investor,Joseph Maniscalco,Financial Representative,Park Avenue Securities LLC Holmdel NJ 101 Crawfords Corner Rd,joseph_maniscalco@glic.com,,Salesforce
10810009,Inactive Investor,Jason Arends,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",jason.arends@bernstein.com,,Salesforce
11208584,Inactive Investor,Brian Macnish,Chief Compliance Officer;Managing Member;Managing Principal,Craven Capital LLC,bmacnish@cravencapital.com,,Salesforce
10910156,Inactive Investor,Patrick Bindel,Financial Planning Consultant,"Raymond James & Associates, Inc. Saint Simons Island GA 110 Office Park Ln",patrick.bindel@raymondjames.com,,Salesforce
338330,,Ryan Floyd,Shareholder,"West Paces Advisors, Inc.",rmf@westpacesadvisors.com,404-478-3030,Manual List Upload
10807945,Inactive Investor,Timothy Kilpatrick,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC El Paso TX 124 W Castellano Dr",tim.kilpatrick@wellsfargoadvisors.com,,Salesforce
9616474,,Monica Summerville,,,monica.summerville@winchmore.com,,List import
10848572,Inactive Investor,Laura Toms,Investment Officer;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Naperville IL 2056 Westings Ave",laura.toms@wellsfargoadvisors.com,,Salesforce
10884110,Inactive Investor,Jessica Stunda,,"Osaic Wealth, Inc. West Chester PA 1045 Andrew Dr",,,Salesforce
10995903,Inactive Investor,Jason Valdez,Financial Associate,Thrivent Investment Management Inc. Boca Raton FL 150 E Palmetto Park Rd,jason.valdez@thrivent.com,,Salesforce
10957969,Inactive Investor,Eduardo Vasquez,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11090200,Inactive Investor,Christopher Hoerchler,Financial Advisor,Public Safety Financial/Galloway,chris@galloway911.com,,Salesforce
11191908,Inactive Investor,Kari Hulse,,Commonwealth Financial Network San Antonio TX 500 N Loop 1604 E,khulse@commonwealth.com,,Salesforce
10646683,,Alexander Hackley,,,lhackley@lifemark.com,,List Import
11112044,Inactive Investor,Mark Demeo,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,mdemeo@primerica.com,,Salesforce
11144793,Inactive Investor,Lori Faas,Senior Registered Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,lori.faas@morganstanley.com,,Salesforce
9582537,,Edward Nakhla,,,ed.nakhla@gmail.com,,List import
10816000,Inactive Investor,Richard Hopf,Investment Advisor Representative,LPL Financial LLC Greendale WI 5623 Broad St,richard.hopf@lpl.com,,Salesforce
11201835,Inactive Investor,Rafael Arevalo,,PFS Investments Inc. Red Oak TX 431 N State Hwy 342,rarevalo@primerica.com,,Salesforce
10614853,,Aleksandr Guzenfeld,"Executive Director, Financial Advisor, International Client Advisor, Senior Vice President - Wealth Management",,aleksandr.guzenfeld@morganstanley.com,,List Import
185646,,Nick Kassim,,[Unknown],nickkassim@yahoo.com,,source
11177028,Inactive Investor,Dick Gottfred,Partner;Wealth Advisor,William Blair,rgottfred@williamblair.com,,Salesforce
10898880,Inactive Investor,Leon Kalvaria,,Citigroup Global Markets Inc.,,,Salesforce
11236487,Inactive Investor,Colter Parker,Wealth Associate,"Patton Albertson Miller Group, LLC",colter.parker@pamwealth.com,,Salesforce
244005,,Candice Carlton,Executive Vice President and leads Advisor Education business,FiComm Partners,candice.carlton@ficommpartners.com,,Manual List Upload
11033488,Inactive Investor,Brian Pomagier,,"Farmers Financial Solutions, LLC Burbank CA 2550 N Hollywood Way",,,Salesforce
11017745,Inactive Investor,Hever Castro,,"Osaic Wealth, Inc. McLean VA 8180 Greensboro Dr",,,Salesforce
11059828,Inactive Investor,Shelley Echeverria,,Park Avenue Securities LLC Scottsdale AZ 7047 E Greenway Pkwy,shelley_echeverria@glic.com,,Salesforce
128479,,Jeremy Gottlieb,,Integrated Wealth Concepts Llc,jeremy.gottlieb@lpl.com,,
11217251,,Thomas Vitale,,,tom.vitale@schwab.com,,Other
10780335,Inactive Investor,Reynante Bueno,Associate Banker,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
208459,,Mariya Krol,,[Unknown],mariyakrol@gmail.com,,source
11115381,Inactive Investor,Clinton Decamp,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10864560,Inactive Investor,Frank McDonnell,,"Raymond James Financial Services, Inc. Virginia Beach VA 2101 Parks Ave",frank.j.mcdonnell@raymondjames.com,,Salesforce
11163277,Inactive Investor,Kurt Le Fevre,,LPL Financial LLC Denver CO 2960 Simms St,kurt.lefevre@lpl.com,,Salesforce
240847,,O'Connor Ally,,[Unknown],ally.oconnor@blackrock.com,,Event
9566955,,Evert Mellema,,,evmell@aol.com,,List import
370612,,Eugene Goldstein,Manager,United States,genegoldstein@gmail.com,,Event
11094453,Inactive Investor,Matthew Malecki,,"RBC Capital Markets, LLC",,,Salesforce
10767193,Inactive Investor,James Bitter,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated,jbitter@rwbaird.com,,Salesforce
11061350,Inactive Investor,Kelly Dennis,Financial Advisor,LPL Financial LLC Kansas City MO 4444 N Belleview Ave,kelly.dennis@lpl.com,,Salesforce
9598736,,Jay Molloy,,,jmolloy@sa-cm.com,,List import
10795136,Inactive Investor,James McIntyre,,Cetera Financial Specialists LLC Springfield MO 1445 E Republic Rd,james.mcintyre@ceterafs.com,,Salesforce
219885,,Osman Hakan Cepken,,[Unknown],hakan.cepken@gmail.com,,Direct
11043403,Inactive Investor,Diane Hart,Chief Executive Officer;Co-Owner;Managing Member;Owner,Econologics Financial Advisors Largo FL 2401 West Bay Dr,,,Salesforce
9541336,,Nicholas Ockenga,,,nicholas.ockenga@sentinelgroup.com,,List import
10887892,Inactive Investor,Jason Ferree,Owner,"Capitol Securities Management, Inc. Wilmington NC 1900 Eastwood Rd",jferree@capitolsecurities.com,,Salesforce
10781865,Inactive Investor,Matthew James,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,matthew_james@vanguard.com,,Salesforce
371204,,Eddie Ghabour,,[Unknown],eghabour@keyadvisorsgroupllc.com,,source
10860778,Inactive Investor,William Hylton,,"Truist Investment Services, Inc. Altamonte Springs FL 1198 Commerce Park Dr",william.hylton@truist.com,,Salesforce
5204800,,Kyle Herman,,,theblackinkeconomist@gmail.com,,Web Form Fillout
10951689,Inactive Investor,Steven Beylis,Private Client Advisor,J.P. Morgan Securities LLC West Chester PA 1 S High St,steven.beylis@jpmorgan.com,,Salesforce
10918134,Inactive Investor,Jean Merriman,Due Diligence;Vice President;Vice President - Product Management,"The Strategic Financial Alliance, Inc.",jmerriman@thesfa.net,,Salesforce
11167391,Inactive Investor,Bradley Musshel,Associate,Thrivent Investment Management Inc. Napoleon OH 15146 County Road M1,bradley.musshel@thrivent.com,,Salesforce
10615707,,Alan Grossman,,,alan.grossman@edwardjones.com,,List Import
9638180,,Johan Botes,,,johanb@sentinel.za.com,,List import
9584188,,William Taylor,,,wktaylor@westfinancial.com,,List import
11142254,Inactive Investor,Svitlana Dorofina,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 600 N Pine Island Rd",svitlana_dorofina@ml.com,,Salesforce
10977018,Inactive Investor,Junia Pan Li,Managing Director;Senior Relationship Manager,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,,,Salesforce
10850011,Inactive Investor,Jeri Jensen,,"Raymond James Financial Services, Inc. Fort Collins CO 2720 Council Tree Ave",jeri.jensen@raymondjames.com,,Salesforce
10998305,Inactive Investor,Jason Reagan,Financial Advisor,Leading Edge Financial Planning LLC,jason@leadingedgeplanning.com,,Salesforce
129234,,Robert Wood,Founding Principal,"J. W. Cole Advisors, Inc.",rjwood@jw-cole.com,239-333-0490,
72257,,Ravish Kamath,Sr Director,KBRA,ravishdkamath@gmail.com,,
11155205,Inactive Investor,Chun Ning Chan,,Standard Chartered Securities North America LLC,,,Salesforce
9603220,,Luck Zinx,,,mberizinx@gmail.com,,List import
9611642,,Andrew McGlynn,,,amcglynn97@gmail.com,,List import
10973001,Inactive Investor,Alexander Soltesz,,The Huntington Investment Company Columbus OH 600 S High St,alexander.soltesz@huntington.com,,Salesforce
10978312,Inactive Investor,Eric Schmauch,Investment Advisor,Fisher Investments,,,Salesforce
11144200,Inactive Investor,Brittanie McCoy,,State Farm VP Management Corp. Broken Arrow OK 3520 W Houston St,,,Salesforce
10940998,Inactive Investor,Taylor Dodge,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",,,Salesforce
161569,,J R,,[Unknown],jonathan.rejaud@gmail.com,,Organic Search
10778396,Inactive Investor,Beverly Gleason,,Cetera Investment Services LLC Spokane WA 717 W Sprague Ave,beverly.gleason@ceterais.com,,Salesforce
9544151,,Eugene Huang,,,gene.huang@voya.com,,List import
10827192,Inactive Investor,Jonathan McDougald,Branch Manager,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",jonathan.mcdougald@wellsfargoadvisors.com,,Salesforce
9542505,,Jennifer Glick,,,jrglick777@gmail.com,,List import
11103308,Inactive Investor,Tammy Elstad,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,tammy.prigge@lpl.com,,Salesforce
11062890,Inactive Investor,Thomas Mcclane,,"Burch & Company, Inc",,,Salesforce
11055024,Inactive Investor,Wiwatsorn Viwatthanasorn,Wealth Management Associate,Morgan Stanley,,,Salesforce
10846358,Inactive Investor,Stephen Stackhouse,Registered Principal,LPL Financial LLC Hummelstown PA 187 Hershey Rd,steve.stackhouse@lpl.com,,Salesforce
9576837,,Curtis Green,,,curtis.green@prudential.com,,List import
348309,,Donald Capone,Executive Officer,"J.k. Financial, Inc.",dcapone@street-cents.com,214-706-4300,Manual List Upload
10842607,Inactive Investor,Zan Fisher,,"Osaic Wealth, Inc. Wake Forest NC Private Residence",zfisher@royalaa.com,,Salesforce
10802604,Inactive Investor,Craig Lafferty,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,calafferty@ft.newyorklife.com,,Salesforce
10843616,Inactive Investor,Molly Balunek,Chief Executive Officer;Co-Founder;Financial Planner;Managing Member,"Endeavor Wealth Advisors, LLC",molly@endeavorwa.com,,Salesforce
11142185,Inactive Investor,Heyward Derrick,,"Northwestern Mutual Investment Services, LLC Mount Pleasant SC 235 Magrath Darby Blvd",heyward.derrick@nm.com,,Salesforce
11288974,,Edward Wang,,,ren.wang86@gmail.com,,Web Form Fillout
10948898,Inactive Investor,Engy Youssef,,J.P. Morgan Securities LLC Bellmore NY 2631 Merrick Rd,engy.youssef@chase.com,,Salesforce
11039097,Inactive Investor,Belita Courtney,,PFS Investments Inc. Reidsville GA 445 W Brazell St,belita.courtney@primerica.com,,Salesforce
10782266,Inactive Investor,Ernest Schwalick,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11013564,Inactive Investor,John Warren,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10837721,Inactive Investor,Robert Lewis,Financial Advisor;Senior Vice President,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,bob.lewis@morganstanley.com,,Salesforce
9560469,,Michael Clark,,,michael.clark@voyafa.com,,List import
10877344,Inactive Investor,Harry Shumaker,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1470 N Bank Pkwy",harry.shumaker@ampf.com,,Salesforce
11009079,Inactive Investor,Reuben Solorzano,,"Farmers Financial Solutions, LLC Tustin CA 100 W Main St",rsolorzano@farmersagent.com,,Salesforce
11040715,Inactive Investor,Steven Frueh,Chief Compliance Officer;Managing Member;Senior Financial Officer,"Wealth Management Investment Advisors, LLC",sfrueh@ewealthadvisors.com,,Salesforce
10876850,Inactive Investor,Micah Valentine,Financial Advisor,LPL Financial LLC Mauldin SC 140 Bridges Rd,micah.valentine@lpl.com,,Salesforce
11043751,Inactive Investor,William Krueger,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Decatur IL 415 N Franklin St",,,Salesforce
10901561,Inactive Investor,Joshua Johnson,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",joshua.johnson@schwab.com,,Salesforce
11048360,Inactive Investor,Cindy Napolitano,,"The Leaders Group, Inc.",cindy@leadersgroup.net,,Salesforce
371276,,Scott Scott Steigerwald,,United States,scsteigerwald@gmail.com,,Initial Salesforce Import
11034017,Inactive Investor,Christopher Harrington,Chief Investment Officer;Portfolio Manager,WaterFront Wealth Inc.,,,Salesforce
10805805,Inactive Investor,George Spino,,"Raymond James Financial Services, Inc. Portland ME 2273 Congress St",george.spino@raymondjames.com,,Salesforce
9551465,,Tim Ioannidis,,,ioannidis@ellington.com,,List import
11211149,Inactive Investor,Victor Rosati,Financial Advisor,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",victor.rosati@wellsfargo.com,,Salesforce
372153,,Erik Mclaughlin,,[Unknown],erikmclaughlin70@gmail.com,,Salesforce
11210419,Inactive Investor,Yao Chen,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,yao.chen@jpmorgan.com,,Salesforce
9606268,,Boss right,,,bossright@gmail.com,,List import
11166356,Inactive Investor,Jonathan Rodgers,,"Allstate Financial Services, LLC Crestwood KY 6003 Pleasant Colony Ct",jrodgers2@allstate.com,,Salesforce
10919740,Inactive Investor,William Stanford,,"Allstate Financial Services, LLC Huntsville AL 900 Merchants Walk SW",williamstanford@allstate.com,,Salesforce
10808361,Inactive Investor,Michael Savelkoul,Financial Advisor,Edward Jones Brookfield WI 3815 N Brookfield Rd,mike.savelkoul@edwardjones.com,,Salesforce
159191,,Ron M,,[Unknown],ronm888@yahoo.com,,source
216240,,Dwight Pessoa,,[Unknown],dwightpessoa23@yahoo.com,,Event
10990561,Inactive Investor,Christopher Pike,,"Farmers Financial Solutions, LLC Spokane WA 6519 N Maple St",cpike@farmersagent.com,,Salesforce
9611715,,Corentin Sabatié,,,cocodu1703@live.fr,,List import
9623042,,rohit kumar,,,rohit.1920@gmail.com,,List import
11033036,Inactive Investor,Barry Hibbett,Financial Advisor,Edward Jones Florence AL 667 Cox Creek Pkwy,kenneth.hibbett@edwardjones.com,,Salesforce
10859127,Inactive Investor,Marc Eisenberg,,"The Investment Center, Inc. Palm Beach Gardens FL 83 Dunbar Rd E",meisenberg@investmentctr.com,,Salesforce
10868683,Inactive Investor,Ronald Huck,Financial Advisor,LPL Financial LLC Atlanta GA 1 Coca Cola Plz NW,ron.huck@lpl.com,,Salesforce
11009207,Inactive Investor,Gary Raymond,Owner,"MML Investors Services, LLC Austin TX 317 Grace Ln",graymond@financialguide.com,,Salesforce
10909490,Inactive Investor,Aaron Harris,Regional Insurance and Planning Specialist,"Raymond James & Associates, Inc. Troy MI 1121 E Long Lake Rd",aaron.harris@raymondjames.com,,Salesforce
11105257,Inactive Investor,Lindsay Laniefsky,Portfolio Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,lindsay.laniefsky@morganstanley.com,,Salesforce
11198673,Inactive Investor,Michael Mullen,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",m.mullen@ml.com,,Salesforce
11065587,Inactive Investor,James Metzler,,State Farm VP Management Corp. Indianapolis IN 3077 E 98th St,jim.metzler.byl4@statefarm.com,,Salesforce
11129905,Inactive Investor,Bryan Parker,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 1400 Urban Center Dr",bryan.l.parker@ampf.com,,Salesforce
10985953,Inactive Investor,Austin Millar,Financial Advisor,PNC Investments Avon OH 35890 Detroit Rd,,,Salesforce
10775885,Inactive Investor,Jeffrey Head,Associate Director;Branch Manager,UBS Financial Services Inc. Anchorage AK 3000 A St,jeffrey.head@ubs.com,,Salesforce
10761276,Inactive Investor,Susan Fulton,Founder,FBB Capital Partners,,,Salesforce
9624018,,William Chudd,,,billchudd@yahoo.com,,List import
10812039,Inactive Investor,Jimmy Nonaillada,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,jimmy.nonaillada@primerica.com,,Salesforce
10995333,Inactive Investor,Ben Farmer,,Edward Jones Odessa TX 2101 N Grandview Ave,,,Salesforce
9592637,,Daniel Ivanov,,,daniel.k.ivanov95@gmail.com,,List import
9583884,,Alan Goldberg,,,goldberg@lindsaygoldbergllc.com,,List import
10843433,Inactive Investor,William Ward,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",william.ward@ampf.com,,Salesforce
10960065,Inactive Investor,Rosalie Robertson,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10987236,Inactive Investor,Jackson Denue,Private Client Banker,J.P. Morgan Securities LLC Fayetteville NY 504 Towne Dr,jackson.denue@jpmorgan.com,,Salesforce
10826555,Inactive Investor,William Bradford,Financial Advisor,Robert W. Baird & Co. Incorporated Chattanooga TN 633 Chestnut St,bbradford@rwbaird.com,,Salesforce
11104526,Inactive Investor,Hector Ortiz-Ramirez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10880645,Inactive Investor,Michael Sacks,,Citigroup Global Markets Inc.,,,Salesforce
10820060,Inactive Investor,Peter Walls,Chief Compliance Officer;Chief Investment Officer;Founding Partner;Managing Member,"Kinloch Capital, LLC",peter.walls@kinlochcapital.com,,Salesforce
11106482,Inactive Investor,Nikolay Varbanets,Financial Advisor;Financial Planning Specialist,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,nikolay.varbanets@morganstanley.com,,Salesforce
9609003,,Kurtis Waters,,,kwaters@kurtiswatersmd.com,,List import
10861690,Inactive Investor,Gregory Brown,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Brown Financial Advisors, LLC",gbrown@brownfinancialadvisors.com,,Salesforce
10435815,,Antoine Banks,,,solarcashinc@outlook.com,,Web Form Fillout
9632446,,Elizabeth Harkins,,,elizabethrharkins@gmail.com,,List import
10950910,Inactive Investor,Ryan Ristofski,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10646663,,Micah Pitman,,,micah.pitman@wellsfargoadvisors.com,,List Import
11179177,Inactive Investor,Marlene Domini,Financial Advisor;Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Jacksonville Beach FL 1525-B The Greens Way",marlene.domini@wellsfargo.com,,Salesforce
11122955,Inactive Investor,Gregg Kleinbaum,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gregg.a.kleinbaum@jpmorgan.com,,Salesforce
10913903,Inactive Investor,Agustin Hernandez,Financial Advisor,LPL Financial LLC New York NY 370 Lexington Ave,agustin.hernandez@lpl.com,,Salesforce
1707,,Bob Knuth,,None,bknuth@mchsi.com,,Initial Salesforce Import
11093083,Inactive Investor,Dennis Opie,Financial Advisor,"Wells Fargo Clearing Services, LLC Waukesha WI 20800 Swenson Dr",dennis.opie@wellsfargoadvisors.com,,Salesforce
9563333,,Lior Keet,,,lior.keet@gmail.com,,List import
10827051,Inactive Investor,Kenneth Michin,Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11047517,Inactive Investor,Regina Leigh,Regional Leader,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,rleigh@primerica.com,,Salesforce
11082428,Inactive Investor,James Ruttenberg,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",jim.ruttenberg@nm.com,,Salesforce
11211046,Inactive Investor,Erica Sykora,Associate Representative;Financial Advisor,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,erica.sykora@thrivent.com,,Salesforce
11223930,,Maxime Gillot,,,maxime.gillot@gmail.com, +41793757799,Web Form Fillout
10785650,Inactive Investor,Cynthia Burks,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,cburks@ft.newyorklife.com,,Salesforce
9592743,,Paolo Xu,,,bathedragon@gmail.com,,List import
10617563,,Timothy Geissinger,,,timothy.geissinger@primerica.com,,List Import
9619229,,Larry Wong Wong,,,larry_wong@sympatico.ca,,List import
349030,,Kristine Dailey,Member,"Park Street Capital Advisers, L.l.c.",kdailey@parkstreetcapital.com,617-897-9200,Manual List Upload
11066043,Inactive Investor,Stephen Cordasco,,Andrew Garrett Inc. Naples FL 625 5th Ave S,scordasco@andrewgarrett.com,,Salesforce
10960280,Inactive Investor,Chandradai Balkarran,,"Citizens Securities, Inc. New York NY 1270 Avenue of the Americas",chandradai.balkarran@citizensbank.com,,Salesforce
10921403,Inactive Investor,Lauren Patterson,Financial Advisor,LPL Financial LLC Novato CA 1701 Novato Blvd,lauren.patterson@lpl.com,,Salesforce
10860384,Inactive Investor,Matthew Herron,Chief Compliance Officer;Vice President,"Clark Financial Services Group, Inc.",,,Salesforce
10868379,Inactive Investor,Andrew Meehan,,Wealthcare Advisory Partners LLC Croydon PA Private Residence,,,Salesforce
11186510,Inactive Investor,Alexander Trumble,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10647148,,Lowell Hansen,,,lowell_hansen@schaeferfinancial.com,,List Import
9578471,,Kevin Allen,,,kevin.rob.allen@gmail.com,,List import
10796054,Inactive Investor,Rance Hillier,Financial Advisor,Commonwealth Financial Network Madison CT 149 Durham Rd,rhillier@commonwealth.com,,Salesforce
11012945,Inactive Investor,Tomas Pacheco,,"BCI Securities, Inc.",,,Salesforce
10998177,Inactive Investor,Joseph Bisese,Manager,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",tony.bisese@ampf.com,,Salesforce
240970,,Mark Lucci,Wealth Advisor,Withum Wealth Management,mlucci@withumwealth.com,,Event
11132695,Inactive Investor,Jay Randall,Financial Advisor,"Principal Securities, Inc. Dublin OH 5600 Blazer Pkwy",randall.jay@principal.com,,Salesforce
9614096,,Murry Stegelmann,,,mstegelmann@kafunds.com,,List import
11040483,Inactive Investor,Thomas Tornow,Financial Advisor;Financial Services Representative,"Pruco Securities, LLC. Greensburg PA 4000 Hempfield Plaza Blvd",thomas.tornow@prudential.com,,Salesforce
10905134,Inactive Investor,Maria Ehrig,Financial Advisor,LPL Financial LLC Houston TX 9525 Katy Fwy,luisa.ehrig@lpl.com,,Salesforce
11071725,Inactive Investor,Eugene Redding,Financial Advisor,"Ameriprise Financial Services, LLC Manteca CA 1215 W Center St",eugene.e.redding@ampf.com,,Salesforce
63928,,chase lingle,,United States,chase.lingle.293@gmail.com,,
11186941,Inactive Investor,Ricky Kellum,,"Farmers Financial Solutions, LLC Bellaire TX 6802 Mapleridge St",,,Salesforce
10916831,Inactive Investor,David Loomis,Financial Advisor,Edward Jones Berthoud CO 807 Mountain Ave,dave.loomis@edwardjones.com,,Salesforce
11139301,Inactive Investor,William Krebs,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Greensboro NC 804 Green Valley Rd",bill.krebs@raymondjames.com,,Salesforce
9626638,,Ishaq Abu Ayyash,,,isaacayyash@gmail.com,,List import
5323414,,Henry Rodriguez,,,sanandoalmas@protonmail.com,,Web Form Fillout
211004,,sheidu ohiafi,,[Unknown],sheidu1@yahoo.com,,Direct
11033043,Inactive Investor,Kana Liu,Chief Compliance Officer,Sky Vision Wealth Management Corp.,,,Salesforce
9635693,,John Salamone,,,jsalamone@novemgroup.com,,List import
11130835,Inactive Investor,Beverley Stiverson,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Franklin TN 341 Cool Springs Blvd",beverley.r.stiverson@ml.com,,Salesforce
10857825,Inactive Investor,Kyle Louvar,Chief Executive Officer;Managing Member;Member;Regulatory Contact;Wealth Management Advisor,"Guided Capital Wealth Management, LLC",klouvar@guidedcapitalwealth.com,,Salesforce
9574937,,David Kucharski,,,dkucharski@massmutual.com,,List import
4339277,Inactive Investor,John Mannix,CEO,Baldwin Brothers,jmannix@baldwinbrothersinc.com,(508) 748-0800,
10612483,,Robert Alster,Financial Advisor,,robert.w.alster@ampf.com,,List Import
10787517,Inactive Investor,David Dirk,Director - Portfolio Management and Trading;Executive Vice President,"Boyd Watterson Asset Management, LLC Cleveland OH 1801 E 9th St",ddirk@boydwatterson.com,,Salesforce
10928476,Inactive Investor,Michael Crane,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11128687,Inactive Investor,Isel Isern,Financial Advisor,Morgan Stanley Houston TX 717 Texas St,isel.isern@morganstanley.com,,Salesforce
10933548,Inactive Investor,Paul Cunningham,,"Osaic Wealth, Inc. Golden CO 1726 Cole Blvd",,,Salesforce
10818282,Inactive Investor,Scott Benner,Owner;Principal,"Kutscher Benner Barsness & Stevens, Inc.",sbenner@kbbsfinancial.com,,Salesforce
10792154,Inactive Investor,Melanie Henrich,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9576874,,Reza Nemati,,,mahmelha@gmail.com,,List import
9627012,,Brandon Parker,,,agbegbetech@gmail.com,,List import
10927617,Inactive Investor,Gregory Watson,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,gregg.watson.pody@statefarm.com,,Salesforce
11045149,Inactive Investor,Terrence Lynch,,Paulson Investment Company LLC New York NY 40 Wall St,tlynch@paulsoninvestment.com,,Salesforce
9609827,,Guy Ben Artzi,,,liorkr@shibolet.com,,List import
10828916,Inactive Investor,James Helsel,,"Securities Management & Research, Inc. Las Cruces NM 2211 N Main St",jhelsel@smrone.com,,Salesforce
9631289,,As tfd,,,dasdasdas@fasdasd.com,,List import
11059467,Inactive Investor,Andrew Sylvia,Financial Advisor,"CCM Investment Management, LLC",andrew@ccm.investments,,Salesforce
9582460,,Jessica Tamarin,,,jessica99@bc.edu,,List import
11126017,Inactive Investor,Leo Muldoon,,"TIAA-CREF Individual & Institutional Services, LLC Overland Park KS 7101 College Blvd",leo.muldoon@tiaa.org,,Salesforce
221768,,Amy Rebbechi,,[Unknown],amygarland79@hotmail.com,,source
9639988,,Scott Schoedler,,,sschoedler@bwfund.org,,List import
10877524,Inactive Investor,Thomas Muscarella,Financial Advisor,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",thomas.muscarella@wellsfargo.com,,Salesforce
11122212,Inactive Investor,Anne Brodish,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9611363,,Brandon White,,,brandon@brandonsbbq.com,,List import
10882615,Inactive Investor,Gerald Mangold,,Capital Synergy Partners North Palm Beach FL Private Residence,gmangold@capitalsynergypartners.com,,Salesforce
10996173,Inactive Investor,Megan Yip,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10790171,Inactive Investor,Michael Dooling,,"APW Capital, Inc. Huntington VT Private Residence",mike.dooling@camasinc.com,,Salesforce
198864,,Thomas Bergeron,,United States,tcbergeron@aol.com,,
10818041,Inactive Investor,Patrick Rehm,,Cetera Investment Services LLC Mobile AL 891 Hillcrest Rd,pat.rehm@ceterais.com,,Salesforce
10926372,Inactive Investor,Matthew Hicaro,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 150 N Michigan Ave,matthew.hicaro@jpmorgan.com,,Salesforce
9552105,,Daisy Li,,,daisy.li@qvt.com,,List import
10648370,,Toria Baker,,,toria.baker@fmr.com,,List Import
11191940,Inactive Investor,Adolfo Arabitg,,"Raymond James & Associates, Inc.",adolfo.arabitg@raymondjames.com,,Salesforce
11135977,Inactive Investor,Andrew Bardgett,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10996490,Inactive Investor,Timothy Hernandez,Financial Advisor,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",timothy.hernandez@raymondjames.com,,Salesforce
11018141,Inactive Investor,Kristen Cahill,Senior Client Relationship Manager;Vice President,Rockefeller Financial LLC,kcahill@rockco.com,,Salesforce
11013946,Inactive Investor,Christian Smythe,,J.P. Morgan Securities LLC Eugene OR 1100 Willamette St,christian.smythe@jpmorgan.com,,Salesforce
373068,,John Lennan,,[Unknown],johmn@lennon.com,,source
344062,,Robin Rozman,Director Of Client Relations,Freedom Wealth Alliance,rrozman@freedomwealthalliance.com,262-798-7979,Manual List Upload
144704,,Michael Beiter,,"J. W. Cole Advisors, Inc.",michael.beitersr@jwcemail.com,813-627-0872,
9550048,,Mildred Krone,,,jimmillie@aol.com,,List import
11111544,Inactive Investor,Timothy Vessell,Financial Advisor,LPL Financial LLC Woodbridge VA Private Residence,timothy.vessell@lpl.com,,Salesforce
9644686,,Ben Melkman,,,bmelkman@schonfeld.com,,List import
9573176,,Matthew Rothfleisch,,,mr@rotationcapital.com,,List import
10774583,Inactive Investor,Mary Wollstein,,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,helene.wollstein@morganstanley.com,,Salesforce
9553797,,Mayu Daley,,,mayu.daley@transamerica.com,,List import
11010933,Inactive Investor,Kevin Kostyk,Financial Advisor,Thrivent Investment Management Inc. Nashville TN 4900 Centennial Blvd,kevin.kostyk@thrivent.com,,Salesforce
9608125,,tianze cheng,,,tcheng@pitzer.edu,,List import
10769988,Inactive Investor,Molly Kelly,,Morgan Stanley Franklin TN 2000 Meridian Blvd,molly.kelly@morganstanley.com,,Salesforce
10914509,Inactive Investor,Andres Sanchez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10863872,Inactive Investor,Donald McCloskey,Chief Compliance Officer;Chief Operating Officer,Summit Wealth and Retirement Partners,ryan@swrpteam.com,,Salesforce
11042873,Inactive Investor,Joseph McGarvey,,Vanguard Marketing Corporation,joseph_mcgarvey@vanguard.com,,Salesforce
11130406,Inactive Investor,Mark Manion,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",mark.manion@gwrs.com,,Salesforce
10978045,Inactive Investor,Judith-Sarah De Sousa,,"Wells Fargo Clearing Services, LLC Philadelphia PA 340 S 2nd St",,,Salesforce
11197544,Inactive Investor,Graham Bruce,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",graham_bruce@ml.com,,Salesforce
39274,,Michael Meyer,Financial Consultant,Thrivent Investment Management Inc.,michael.meyer@thrivent.com,262-679-3280,
32893,,Marc Rosenthal,,Eagle Strategies LLC,mrosenthal@ft.newyorklife.com,800-695-4785,
10970707,Inactive Investor,Esther White,Division Leader,PFS Investments Inc. Phoenix AZ 4205 N 7th Ave,esther.white@primerica.com,,Salesforce
11131145,Inactive Investor,Thomas Reusser,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Columbus OH 5007 Horizons Dr,thomas.reusser@ubs.com,,Salesforce
11194955,Inactive Investor,Julia To,,"Avantax Investment Services, Inc. Los Alamitos CA 4474 Cerritos Ave",,,Salesforce
11099841,Inactive Investor,Brian Cranford,,Lincoln Investment Winder GA 315 Resource Pkwy,bcranford@lincolninvestment.com,,Salesforce
11051236,Inactive Investor,Graham Starr,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",,,Salesforce
9581167,,Gabriel Eaves,,,gabeeaves@gmail.com,,List import
10863290,Inactive Investor,Joyce Matz,Investment Advisor Representative,LPL Financial LLC Leslie MI Private Residence,tania.matz@lpl.com,,Salesforce
10779159,Inactive Investor,Todd Fletcher,Branch Manager;Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Anchorage AK 301 W Northern Lights Blvd",todd.fletcher@wellsfargoadvisors.com,,Salesforce
233896,, -,,[[Unknown]],ebba2020kb@gmail.com,,
11191726,Inactive Investor,Jacqueline Scalise,,"Cambridge Investment Research, Inc. Pittsburgh PA 368 Butler St",,,Salesforce
744,,,,,curtis250thompson@gmail.com,,
9571048,,Mark McKeefry,,,mark@fggus.com,,List import
10995532,Inactive Investor,Gabriella Robayo,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",gabriella.robayo@nm.com,,Salesforce
10814110,Inactive Investor,Carl Bailey,,Commonwealth Financial Network Danbury CT 83 Wooster Hts,cbailey@commonwealth.com,,Salesforce
10965266,Inactive Investor,Tyler Olsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11012518,Inactive Investor,Caleb Rogers,,LPL Financial LLC Dayton OH 1 River Park Dr,caleb.rogers@lpl.com,,Salesforce
9633456,,Earvin Johnson,,,earvinjt@gmail.com,,List import
10816855,Inactive Investor,Benjamin Stafford,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11094109,Inactive Investor,Joshua Whitehead,,"Allstate Financial Services, LLC Columbus GA 215 9th St",jwhitehead@allstate.com,,Salesforce
11156058,Inactive Investor,David Quella,,LPL Financial LLC Appleton WI 15 Park Pl,david.quella@lpl.com,,Salesforce
371475,,Grayscale Investments LLC,,Vietnam,quangthong1011@gmail.com,,Salesforce
11006201,Inactive Investor,Justin Hebert,Associate,Edward Jones Hammond LA 1250 SW Railroad Ave,,,Salesforce
10960309,Inactive Investor,Lakesha Dunbar,,"Allstate Financial Services, LLC Marietta GA 3834 Austell Rd Sw",lakeshadunbar@allstate.com,,Salesforce
10772470,Inactive Investor,John Clemens,,"Raymond James Financial Services, Inc. Amarillo TX 410 S Taylor St",john.clemens@raymondjames.com,,Salesforce
10884547,Inactive Investor,Jason Kuilman,,"Equitable Advisors, LLC Erie PA 100 State St",jason.kuilman@equitable.com,,Salesforce
9594384,,ezio nese,,,ezeedriver@yahoo.com,,List import
11007006,Inactive Investor,Diana Pena,,"Allstate Financial Services, LLC McAllen TX 8025 N 10th St",dianapena@allstate.com,,Salesforce
11047619,Inactive Investor,James Jenkins,Managing Member;Wealth Manager,"Strategic Advocates, LLC",patrick@wealth-advocates.com,,Salesforce
10774148,Inactive Investor,Robyn Hutchinson,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",robyn.hutchinson@equitable.com,,Salesforce
11172443,Inactive Investor,Gregory Burd,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Boston MA 33 Arch St",gburd@tiaa.org,,Salesforce
10823698,Inactive Investor,Jenna Rutchik,Financial Advisor,Morgan Stanley Garden City NY 1200 Franklin Ave,jenna.rutchik@morganstanley.com,,Salesforce
9602556,,Michael Coraggio,,,mcoraggio1@gmail.com,,List import
10835196,Inactive Investor,Christopher Ison,Financial Advisor,Edward Jones Mansfield TX 305 Regency Pkwy,chris.ison@edwardjones.com,,Salesforce
10921221,Inactive Investor,Aleksandra Wardell,Investment Advisor Representative,LPL Financial LLC Golden CO 14143 Denver West Pkwy,lexy.schmidt@lpl.com,,Salesforce
11109480,Inactive Investor,Douglas Lennon,,"Northwestern Mutual Investment Services, LLC Akron OH 3800 Embassy Pkwy",,,Salesforce
10908045,Inactive Investor,Lori Schram,Investment Advisor;Owner,"Schram, Lori",,,Salesforce
9541114,,Jackie Taylor,,,jayparker8@aol.com,,List import
10755125,Inactive Investor,Janet Schultheis,Financial Advisor,Edward Jones Evansville IN 608 SE 2nd St,janet.schultheis@edwardjones.com,,Salesforce
10637,, -,,[[Unknown]],oscar@boltonscollege.com,,Initial Salesforce Import
9563901,,Austen Lindsey,,,austen.lindsey@prosperafinancial.com,,List import
10970810,Inactive Investor,John Ahlert,,William Blair,jahlert@williamblair.com,,Salesforce
11077767,Inactive Investor,Lisa Hardee,,"Raymond James Financial Services, Inc. Greenville NC 1001 Conference Dr",lisa.hardee@raymondjames.com,,Salesforce
11194491,Inactive Investor,Joel Heimbigner,Financial Advisor,"MML Investors Services, LLC Charlotte NC 4350 Congress St",jheimbigner@financialguide.com,,Salesforce
11134207,Inactive Investor,Michelle O'Neal,Assistant Vice President;Director - Business Development,Morgan Stanley Louisville KY 4969 US Hwy 42,michelle.oneal@morganstanley.com,,Salesforce
9579350,,George Aggouras,,,george@sverica.com,,List import
10618276,,Ross Siegel,,,ross.siegel@ubs.com,,List Import
11145981,Inactive Investor,Danielle Bower,Senior Client Service Associate,Morgan Stanley Colchester VT 105 W View Rd,danielle.bower@morganstanley.com,,Salesforce
11178091,Inactive Investor,Judy Fong,Financial Professional,"Transamerica Financial Advisors, Inc Redwood City CA 390 Bridge Pkwy",judy.fong@tfaconnect.com,,Salesforce
10799279,Inactive Investor,John Williams,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Paducah KY 2684 Olivet Church Rd",john.williamsjr@wellsfargoadvisors.com,,Salesforce
11014181,Inactive Investor,Stephen Mortarelli,,PFS Investments Inc. Middleboro MA 88 E Grove St,smortarelli@primerica.com,,Salesforce
11236013,Inactive Investor,Warren Judd,Financial Planner;Investment Advisor Representative,"Portside Wealth Group, LLC Provo UT 350 E Center St",,,Salesforce
11133361,Inactive Investor,Olivia Dubi,,Morgan Stanley,olivia.dubi@morganstanley.com,,Salesforce
10865269,Inactive Investor,Derek Medina,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
344112,,William Brooks,Senior Portfolio Analyst,Dynamic Beta Investments Llc,wbrooks@beachheadcapital.com,646-837-7030,Manual List Upload
11045581,Inactive Investor,Crystal Hatteberg,,"Osaic Wealth, Inc. Chaska MN 2012 Waterford Ln",,,Salesforce
10771514,Inactive Investor,Earle Tarbell,Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",earle.w.tarbell@ampf.com,,Salesforce
11076081,Inactive Investor,Zachary Mason,Managing Member;Managing Partner;Partner;Regulatory Contact,"Verus Capital Partners, LLC Scottsdale AZ 14301 N 87th St",zmason@veruscapitalpartners.com,,Salesforce
10835114,Inactive Investor,Laurence Lamagna,,Commonwealth Financial Network Andover MA Private Residence,llamagna@commonwealth.com,,Salesforce
174225,,Jeff Arnold,,[Unknown],woodworker20@verizon.net,,source
349638,,Richard Marks,"Secretary, Treasurer",Capstone Financial Advisors Inc,rmarks@capstone-advisors.com,630-241-0833,Manual List Upload
10954246,Inactive Investor,Jeffrey Shull,,"Osaic Wealth, Inc. Grand Rapids MI 4519 Cascade Rd SE",,,Salesforce
11100297,Inactive Investor,Tyler Stewart,Compliance Associate,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10831147,Inactive Investor,Madison Wootton,Managing Director,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",madison.wootton@raymondjames.com,,Salesforce
11133301,Inactive Investor,Monica Storm,Financial Advisor,Edward Jones Grapevine TX 1400 W Northwest Hwy,monica.storm@edwardjones.com,,Salesforce
11157052,Inactive Investor,George Andrews,Chief Compliance Officer;Founder;President,Celadon Managed Wealth,,,Salesforce
11086718,Inactive Investor,Sean Reardon,,Fidelity Brokerage Services LLC Reno NV 13921 S Virginia St,,,Salesforce
11020627,Inactive Investor,Liam Elliott,Investment Advisor Representative,New Millennium Group,,,Salesforce
10808787,Inactive Investor,John Menefee,Director - Institutional Sales,"RBC Capital Markets, LLC Bend OR 2220 NW Labiche Ln",john.menefee@rbc.com,,Salesforce
11177715,Inactive Investor,Cynthia Smith,Financial Advisor,Edward Jones Decatur AL 2422 Danville Rd SW,cindy.l.smith@edwardjones.com,,Salesforce
11054317,Inactive Investor,Cheryl Meese,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Duluth MN 1420 London Rd",cheryl.meese@rbc.com,,Salesforce
11212231,Inactive Investor,Liam Alese,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",,,Salesforce
11222359,,Jonathan Brand,,,jonathan.brand@blackrock.com,,List Import
9620146,,Joe Rivera,,,joe.m.rivera@outlook.com,,List import
11034151,Inactive Investor,Kristine Krahn,,LPL Financial LLC Goodyear AZ 2828 N Litchfield Rd,kristine.krahn@lpl.com,,Salesforce
371151,,Victoria Li,,United States,weili.hg2009@gmail.com,,source
10757590,Inactive Investor,Gary Thomas,,"Raymond James Financial Services, Inc. Birmingham AL 2 20th St N",gary.thomas@raymondjames.com,,Salesforce
160759,,Bojo Mojo,,[Unknown],miolinb@yahoo.com,,
9564101,,Laurie Novak,,,laurien@bfminvest.com,,List import
11186940,Inactive Investor,David Cook,,"Farmers Financial Solutions, LLC Mira Loma CA 5850 Etiwanda Ave",dcook@farmersagent.com,,Salesforce
11231706,Inactive Investor,Susan Mason,,"Empower Financial Services, Inc",susan.mason@empower.com,,Salesforce
9647934,,Cameron Laine,,,cameron@lainewealthmanagement.com,,List import
10874568,Inactive Investor,Kenneth Anderson,Financial Advisor,Edward Jones Saint Peter MN 308 S Minnesota Ave,kenneth.anderson@edwardjones.com,,Salesforce
10806243,Inactive Investor,William Morrison,,"Ameritas Investment Company, LLC Flagstaff AZ 510 N Humphreys St",wmorrison@ameritas.com,,Salesforce
192610,,Justin Tillard,,[Unknown],justindtillard@icloud.com,,Direct
11197199,Inactive Investor,Benjamin Chang,,"Charles Schwab & Co., Inc. Fremont CA 3161 Stevenson Blvd",benjamin.chang@schwab.com,,Salesforce
9648450,,Colleen Keen,,,ckeen@millingtonfa.com,,List import
11124358,Inactive Investor,Jeffrey Furman,Financial Advisor,Edward Jones Fishersville VA 16 Ivy Ridge Ln,jeff.furman@edwardjones.com,,Salesforce
10980397,Inactive Investor,Augustina Cuozzo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,augustina_cuozzo@vanguard.com,,Salesforce
170600,,PATRICK IKKEN,,[Unknown],patikken@gmail.com,,
11212163,Inactive Investor,Jason Newcomb,,LPL Financial LLC Clinton NJ 16 Harrison St,jason.newcomb@lpl.com,,Salesforce
9640269,,Jeff Amburgey,,,jeff_amburgey@berea.edu,,List import
10752492,Inactive Investor,Richard Walters,,LPL Financial LLC Paradise Valley AZ 6720 N Scottsdale Rd,richard.walters@lpl.com,,Salesforce
10866039,Inactive Investor,Brian Gift,Chief Investment Officer;Managing Director,MBL Advisors,brian.gift@mbl-advisors.com,,Salesforce
119154,,William Schafer,,Eagle Strategies LLC,wschafer@eaglestrategies.com,513-523-2335,
10797187,Inactive Investor,Beth Woodson,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",woodsonb@stifel.com,,Salesforce
10934207,Inactive Investor,Ali Shahhosseini,,Paulson Investment Company LLC Walnut Creek CA 1255 Treat Blvd,ashahhosseini@paulsoninvestment.com,,Salesforce
11140807,Inactive Investor,Rosemary Brown,,PFS Investments Inc. New York NY 1430 Broadway,rosemary.brown@primerica.com,,Salesforce
11235880,Inactive Investor,Mark Patzer,Senior Wealth Advisor,"Miracle Mile Advisors, LLC Sausalito CA 30 Liberty Ship Way",mpatzer@miraclemileadvisors.com,,Salesforce
10945276,Inactive Investor,Brad Thompson,Private Client Advisor,J.P. Morgan Securities LLC San Clemente CA 905 N El Camino Real,brad.s.thompson@jpmorgan.com,,Salesforce
10897832,Inactive Investor,Dylon Bradshaw,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,dylon.bradshaw@fidelity.com,,Salesforce
9582475,,Kevin Griffin,"Chief Executive Officer, Chief Investment Officer",MGG Investment Group LP,kgriffin@mgginv.com,,List import
11072225,Inactive Investor,Manuel Panngasiri,,J.P. Morgan Securities LLC El Paso TX 5760 Alameda Ave,manuel.panngasiri@jpmorgan.com,,Salesforce
11012913,Inactive Investor,Mark Archer,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",,,Salesforce
10888648,Inactive Investor,Scott Smith,Senior Advisor,Lifecycle Financial Planners Inc.,scott@mylifecycleplanners.com,,Salesforce
9594526,,Mo -,,,mo.h.med@hotmail.com,,List import
10936364,Inactive Investor,Charles Hale,Financial Representative,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,charles.hale@primerica.com,,Salesforce
11149533,Inactive Investor,Steven Richardson,,Cetera Advisor Networks LLC Louisville KY 10503 Timberwood Cir,richardsons@ceteranetworks.com,,Salesforce
9620640,,Wayne Dean,,,wayne@196.com.au,,List import
10955446,Inactive Investor,Chetan Patel,Private Client Advisor,J.P. Morgan Securities LLC Sonoma CA 501 Broadway,chet.j.patel@jpmorgan.com,,Salesforce
10366162,,Michael Thompson,,,mtthompson28@gmail.com,,Web Form Fillout
10800674,Inactive Investor,Eric Hodson,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,eric.hodson.qbi3@statefarm.com,,Salesforce
11068923,Inactive Investor,Nicholas Nevala,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
225842,, -,,[[Unknown]],free_eagle777@yahoo.com,,Initial Salesforce Import
11182722,Inactive Investor,Delbert McCaslin,,PFS Investments Inc. Collinsville IL 203 W Main St,delbert.mccaslin@primerica.com,,Salesforce
11235335,Inactive Investor,Monique Holloway,Financial Advisor,"AMC Wealth Management, LLC Wilmington DE Private Residence",monique@amcwealth.com,,Salesforce
10952303,Inactive Investor,Nayeli Baizan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
183603,,Handre van Heerden,,[Unknown],handrev@gmail.com,,
11085692,Inactive Investor,James Stalnaker,,"Raymond James & Associates, Inc.",james.stalnaker@raymondjames.com,,Salesforce
9615545,,rory o'connor,,,roco.oc@gmail.com,,List import
10802526,Inactive Investor,Kelly Ross,Portfolio Associate,Morgan Stanley Richmond VA 901 E Byrd St,kelly.b.ross@morganstanley.com,,Salesforce
11079886,Inactive Investor,Marcelino Diaz,,J.P. Morgan Securities LLC Winnetka IL 400 Central Ave,marcelino.diaz@jpmorgan.com,,Salesforce
11164134,Inactive Investor,Meagan Hall,Client Service Associate,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,meagan.tomchick@morganstanley.com,,Salesforce
10874464,Inactive Investor,Michal Slate,,LPL Financial LLC Medford OR 33 N Central Ave,michal.slate@lpl.com,,Salesforce
10606330,,Mark Knox,Branch Manager,Lincoln Investment,mknox@lincolninvestment.com,631-231-7700,List Import
11050551,Inactive Investor,Ronnie King,,"MML Investors Services, LLC Memphis TN 949 Shady Grove Rd S",,,Salesforce
9547134,,Annette Haigh,,,ahaigh@cusonet.com,,List import
224635,,Paul Wein,,[Unknown],paul.wein@comcast.net,,source
11012531,Inactive Investor,Alexander Ponce,,State Farm VP Management Corp. Melbourne FL 2240 N Wickham Rd,alexander.e.ponce.fja9@statefarm.com,,Salesforce
10778399,Inactive Investor,Philip Moses,,"Raymond James Financial Services, Inc. Lake City FL 4641 W US Hwy 90",philip.moses@raymondjames.com,,Salesforce
10612144,,Steven Fox,Financial Advisor,,sfox@janney.com,,List Import
11205349,Inactive Investor,Ava Gordon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",ava.gordon@ml.com,,Salesforce
10646426,,Darryl Traweek,,,darryl.traweek@rbc.com,,List Import
10918224,Inactive Investor,Jerrad Radocay,Financial Associate,Thrivent Investment Management Inc. Green Bay WI 1150 Springhurst Dr,jerrad.radocay@thrivent.com,,Salesforce
9612588,,Chad Cleaver,,,ccleaver@driehaus.com,,List import
10852850,Inactive Investor,Matthew Daniel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11067188,Inactive Investor,Stash Veller,Senior Wealth Advisor;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",stash.veller@schwab.com,,Salesforce
9549609,,Owen Schmidt,,,oschmidt@falconedgecap.com,,List import
10760589,Inactive Investor,Michael Forte,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",michael.forte@schwab.com,,Salesforce
11070477,Inactive Investor,Jared Knudsen,,LPL Financial LLC Pleasant Grove UT 922 S State Rd,jared.knudsen@lpl.com,,Salesforce
9557134,,Jeremias Castaneda,,,jerry-cast@hotmail.com,,List import
10810170,Inactive Investor,Lee Adelson,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,lee_adelson@glic.com,,Salesforce
11083696,Inactive Investor,Aaron Norris,,Cetera Investment Services LLC Spokane WA 303 E Lyons Ave,,,Salesforce
10779440,Inactive Investor,Linda Schnell,Financial Advisor;Investment Management Consultant;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,linda.schnell@morganstanley.com,,Salesforce
10981964,Inactive Investor,Muhammad Ali,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",muhammad.ali@valic.com,,Salesforce
11153654,Inactive Investor,Linda Erickson,,Cetera Advisor Networks LLC Greensboro NC 301 N Elm St,ericksonl@ceteranetworks.com,,Salesforce
11038118,Inactive Investor,Timothy Awiszus,Senior Client Service Associate,Morgan Stanley Middleton MA 35 Village Rd,,,Salesforce
3605006,,Ahmad Saad,,,ahmadysaad1965@gmail.com,,Web Form Fillout
10865284,Inactive Investor,Jana Marcum,,Fidelity Brokerage Services LLC Springville UT Private Residence,,,Salesforce
11107103,Inactive Investor,Andrew Holva,,Vanguard Marketing Corporation,andrew_holva@vanguard.com,,Salesforce
10811744,Inactive Investor,Toby Theel,Financial Advisor,Edward Jones Overland Park KS 11225 College Blvd,toby.theel@edwardjones.com,,Salesforce
11056601,Inactive Investor,Lorie Rodriguez,,PFS Investments Inc. Hudsonville MI 2874 Port Sheldon St,,,Salesforce
10918405,Inactive Investor,Jeffrey Gray,,State Farm VP Management Corp. Grand Rapids MI 1235 Fuller Ave NE,jeff.gray.b0ss@statefarm.com,,Salesforce
9636063,,Joe Tigay,,,jtigay@stutland.com,,List import
10658789,,John Bucaro,,,johnbucaro@allstate.com,,List Import
11222238,,Scott Brown,,,sbrown@wealthenhancement.com,,List Import
123248,,Alicia Reed,Financial Specialist II,University of Tennessee Consolidated Investment Pool,areed@carsoninstitutional.com, +1 865 974 0250,
9555213,,Shavon Roman,,,sroman@massmutual.com,,List import
11098780,Inactive Investor,Scott Teter,,Advisory Services Network Santa Barbara CA 15 W Carrillo St,,,Salesforce
11130980,Inactive Investor,Benjamin Forleo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,benjamin.forleo@fidelity.com,,Salesforce
10769925,Inactive Investor,Mark Serrian,Director;Financial Advisor,Oppenheimer & Co. Inc. Pottsville PA 101 S Centre St,mark.serrian@opco.com,,Salesforce
374661,,Spencer Crane,,Montz Harcus Wealth Management,spencer@montzharcus.com,,Salesforce
11109152,Inactive Investor,Nyala Washington,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nyala_washington@vanguard.com,,Salesforce
10794374,Inactive Investor,Patrick Ifrah,Chief Compliance Officer;Chief Executive Officer;President;Principal,"Ifrah Financial Services, Inc.",patrick@ifrahfinancial.com,,Salesforce
10981599,Inactive Investor,Matthew Antwine,,"First Horizon Advisors, Inc. Memphis TN 165 Madison Ave",matthew.antwine@firsthorizon.com,,Salesforce
11075638,Inactive Investor,Madison Franklin,,LPL Financial LLC San Antonio TX 901 NE Loop 410,madison.franklin@lpl.com,,Salesforce
10827933,Inactive Investor,John Gareau,Chief Compliance Officer;President,"Jaguar Investment Services, Ltd",,,Salesforce
10789792,Inactive Investor,Justin Moorhead,Chief Compliance Officer;Manager;President,Seslia Securities,jlmoorhead@seslia.com,,Salesforce
11009771,Inactive Investor,Jaimee Robinson,Financial Consultant,"Charles Schwab & Co., Inc. Perrysburg OH 4195 Chappel Dr",,,Salesforce
11080487,Inactive Investor,Demos Argyros,Business Development Manager;Managing Director - Investments,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,demos.argyros@opco.com,,Salesforce
11013454,Inactive Investor,Bradney Chilcott,,"Farmers Financial Solutions, LLC Puyallup WA 333 S Meridian",bchilcott@farmersagent.com,,Salesforce
11023969,Inactive Investor,Jeffrey Tallas,,"Farmers Financial Solutions, LLC Sugar Land TX 14015 Southwest Fwy",jtallas@farmersagent.com,,Salesforce
9571609,,alin markos,,,markosalin1@gmail.com,,List import
11076605,Inactive Investor,Patrick Hollenbeck,Financial Advisor,Edward Jones Olean NY 2110 W State St,patrick.hollenbeck@edwardjones.com,,Salesforce
10754643,Inactive Investor,Steven Libby,,Cetera Advisors LLC Rockledge FL 6451 3rd St,steven.libby@ceteraadvisors.com,,Salesforce
9607151,,Lukas Dwan,,,lukedwan@hotmail.com,,List import
10786412,Inactive Investor,Jeffrey Herndon,,J.P. Morgan Securities LLC Tucson AZ 12925 N Oracle Rd,,,Salesforce
10845376,Inactive Investor,Gale Northrop,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,gale.northrop@fidelity.com,,Salesforce
338678,, -,,[Unknown],charliemorsecode@gmail.comis,,
10841726,Inactive Investor,Zachary Corso,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 316 E Silver Spring Dr",zachary.corso@nm.com,,Salesforce
349862,,Eric Putney,"Vice President, Financial Advisor",Eldridge Investment Advisors Inc,eputney@eldridgeco.com,603-625-8559,Manual List Upload
10983129,Inactive Investor,Marc Janca,,Kovack Securities Inc. Troy MI 3150 Livernois Rd,,,Salesforce
11202283,Inactive Investor,Luis Mier,,PFS Investments Inc. Houston TX 15355 Vantage Pkwy W,luis.mier@primerica.com,,Salesforce
9543876,,Karen Avanesov,,,spinedoc01@yahoo.com,,List import
242292,,Arno Mayer,"CEO, CCO & CIO",Financial Trust,amayer@financialtrust.com,,
11151602,Inactive Investor,Julia Pierre-Louis,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Buffalo Grove IL 850 S Buffalo Grove Rd,julia.safonov@chase.com,,Salesforce
9573722,,Gregoire Painvin,,,gpainvin@jmcam.com,,List import
348688,,Ronald Merry,Financial Services Representative,"Principal Securities, Inc.",merry.ronald@principal.com,406-761-1408,
214096,,Refael Dakar,,Israel,refaeldakar@gmail.com,,source
10765567,Inactive Investor,Randall Scianna,Associate Vice President;Financial Advisor;Insurance Planning Director,Morgan Stanley Orland Park IL 15341 S 94th Ave,randy.scianna@morganstanley.com,,Salesforce
10844756,Inactive Investor,Daniel Carey,Chief Compliance Officer;President;Vice President,Mentor Capital Management Inc.,dan.carey@mentoradvisers.com,,Salesforce
11025487,Inactive Investor,Juan Solis Fraga,,J.P. Morgan Securities LLC Frisco TX 4900 Eldorado Pkwy,juan.solis-fraga@jpmorgan.com,,Salesforce
10666331,,Noor Smadi,,,smadin67@yahoo.com,,Web Form Fillout
11140761,Inactive Investor,David Tarallo,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,dtarallo@primerica.com,,Salesforce
244838,,Angel Torres,Senior Director Financial Planning,New Horizon MC CFO Strategic Services,angel@newhorizonmc.net,305 5821104,Manual List Upload
10821543,Inactive Investor,Curtis Frisch,,"Osaic Wealth, Inc. Findlay OH 2498 Bluestone Dr",,,Salesforce
11143198,Inactive Investor,Ivo Voynov,,Citigroup Global Markets Inc.,ivo.voynov@citigroup.com,,Salesforce
11131013,Inactive Investor,Christopher Santopietro,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",,,Salesforce
333217,,Tom Kennedy,,Ancora,tom@ancora.net,,Manual List Upload
10828875,Inactive Investor,Wendy Allen,,"Raymond James Financial Services, Inc. Spring TX 1330 Lake Robbins Dr",wendy.allen@raymondjames.com,,Salesforce
9634324,,Justin Kang,,,kingkang09@gmail.com,,List import
10937131,Inactive Investor,David Hill,,"Wealth Enhancement Brokerage Services, LLC",dhill@wealthenhancement.com,,Salesforce
10996956,Inactive Investor,Samuel Hawkins,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10771598,Inactive Investor,Edward Holmes,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",edward.holmes@nm.com,,Salesforce
9640957,,Fernando Fumeni,,,fernando@comexcomponentes.com.br,,List import
10820941,Inactive Investor,Barney Cohen,Financial Advisor;Managing Director,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,barney.j.cohen@jpmorgan.com,,Salesforce
10976655,Inactive Investor,Vionna Soriano,,PFS Investments Inc. National City CA 22 W 35th St,vionna.soriano@primerica.com,,Salesforce
11165463,Inactive Investor,Angie Sayler,,"Raymond James Financial Services, Inc. Yankton SD 610 W 23rd St",angie.sayler@raymondjames.com,,Salesforce
11217079,,Courtney O'Brien,,,courtney.obrien@nb.com,,Other
11180150,Inactive Investor,Mark Hunter,Financial Professional,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",mark.hunter@tfaconnect.com,,Salesforce
342138,,Maisie Noesen,Executive Assistant,"Stella Point Capital, Lp",noesen@stellapoint.com,212-235-0203,Manual List Upload
10804793,Inactive Investor,Timothy Doyle,Chief Investment Officer,Destiny Capital Corporation,,,Salesforce
9586866,,Jeffrey Moscoe,,,jeff@moscoegroup.com,,List import
10912576,Inactive Investor,Chelsea Chikwanda,Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,chelsea.chikwanda@jpmorgan.com,,Salesforce
10934112,Inactive Investor,Frank Arnold,,"Concourse Financial Group Securities, Inc. Conyers GA 1506 Klondike Rd SW",frank.arnold@concoursefinancial.com,,Salesforce
11094864,Inactive Investor,Adam Altman,Executive Director;Vice President,Morgan Stanley Roseville CA 1478 Stone Point Dr,adam.altman@morganstanley.com,,Salesforce
9563983,,Karl Johanson,,,kjohanson@massmutual.com,,List import
11222747,,Adam Stanowick,,,adam.stanowick@merceradvisors.com,,List Import
10781999,Inactive Investor,Lauren Christodoulides,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,lauren.campbell@fidelity.com,,Salesforce
10970672,Inactive Investor,Carson Hemmann,Financial Advisor,LPL Financial LLC Kearney NE 3615 2nd Ave,carson.hemmann@lpl.com,,Salesforce
11180913,Inactive Investor,Ashley Folk,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",ashley.folk@raymondjames.com,,Salesforce
9624359,,Gerald Spokes,,,spokgl01@gmail.com,,List import
10806566,Inactive Investor,Jennifer Arquilla,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",jennifer.arquilla@wellsfargoadvisors.com,,Salesforce
10801308,Inactive Investor,Edward Moffitt,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",edward.moffitt@wellsfargoadvisors.com,,Salesforce
9625303,,WOOTAE YOU,,,fbdnxo@gmail.com,,List import
11020567,Inactive Investor,Shannon Wheeler,,"Empower Financial Services, Inc",shannon.wheeler@empower.com,,Salesforce
9635698,,Sage Volpe,,,svolpe@capitalpartners.com,,List import
11048204,Inactive Investor,Paloma Ledezma,,"MML Investors Services, LLC New York NY 286 Madison Ave",,,Salesforce
11139460,Inactive Investor,Aaron Gerstel,,"Ameriprise Financial Services, LLC Duxbury MA 22 Depot St",aaron.m.gerstel@ampf.com,,Salesforce
9541344,,Shane T,,,quickvapor@gmail.com,,List import
10784047,Inactive Investor,Stephen Barbour,,Edward Jones Troy IL Private Residence,stephen.barbour@edwardjones.com,,Salesforce
10784754,Inactive Investor,Mary Radke,,J.P. Morgan Securities LLC Show Low AZ 400 N White Mountain Rd,catherine.heenan@jpmorgan.com,,Salesforce
11202781,Inactive Investor,Lisa Tamburini,Chief Compliance Officer;General Counsel,"Choreo, LLC Minneapolis MN 801 Nicollet Mall",lisa.tamburini@choreoadvisors.com,,Salesforce
9636102,,Susannah Solis,,,ssolis@highroadcap.com,,List import
10753986,Inactive Investor,Matthew Rakerd,,"IFP Securities, LLC York PA 2350 Freedom Way",mrakerd@realtawealth.com,,Salesforce
11053931,Inactive Investor,James Tarr,Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,james.tarr@morganstanley.com,,Salesforce
11067297,Inactive Investor,Ronald Martin,,"Osaic Wealth, Inc. Saint Louis MO 11440 Olive Blvd",,,Salesforce
215371,,Mario Luis,,ant ltda,mformigaluis@icloud.com,3.51968E+11,
10656962,,Sonji Lusk,,,sonji.lusk@chase.com,,List Import
11050607,Inactive Investor,Erin Smith,,"Truist Investment Services, Inc. Fort Worth TX 5128 Apache Plume Rd",erin.smith@truist.com,,Salesforce
11027953,Inactive Investor,Christopher Janson,,Comerica Securities,cjanson@comerica.com,,Salesforce
217146,,Anthony Paglino,Presidente,[Unknown],anthony.paglino@gmail.com,,Event
10603624,,Brian O'Connor,"Chief Investment Officer, Senior Partner",Bansk Group LLC,boconnor@banskgroup.com,,List Import
11207813,Inactive Investor,Joseph Kusmisz,Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11122206,Inactive Investor,Douglas Beguin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",douglas.beguin@schwab.com,,Salesforce
10604581,,Fernando Lima,Intern,BTG Pactual,fernando.lima@btgpactual.com,5511985484361,List Import
11219255,,Thomas Hellings,,,hellingst@meetgirard.com,,Other
10768225,Inactive Investor,Kevin Frisinger,Senior Investment Consultant,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,kfrisinger@rwbaird.com,,Salesforce
11173552,Inactive Investor,Lisa Etheridge,,"OneAmerica Securities, Inc.",lisa.etheridge@oneamerica.com,,Salesforce
11124470,Inactive Investor,Steven Baba,,J.P. Morgan Securities LLC Houston TX 7803 Long Point Rd,,,Salesforce
11204719,Inactive Investor,Brian Geiger,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",brian.geiger@tiaa.org,,Salesforce
9611059,,Alexandre Perrier,,,alexandre.perrier2@gmail.com,,List import
11003633,Inactive Investor,Paul Newell,,PFS Investments Inc. Los Angeles CA 2034 Cotner Ave,paul.newell@primerica.com,,Salesforce
10927281,Inactive Investor,Karisha Reel,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,karisha_reel@vanguard.com,,Salesforce
11103244,Inactive Investor,Tracy Bodlak,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10951432,Inactive Investor,Devhuti Patel,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,dpatel.jwv4702@primerica.com,,Salesforce
4589,, -,,[[Unknown]],ekondo_96701@yahoo.com,,Initial Salesforce Import
11206020,Inactive Investor,Heather Sheppard,,"Raymond James & Associates, Inc. Nashville TN 1 Burton Hills Blvd",heather.sheppard@raymondjames.com,,Salesforce
335809,,Sheri Robinson,,Linscomb & Williams,srobinson@linscomb-williams.com,205-297-1986,
11052615,Inactive Investor,Yelena Surpin,,"Pruco Securities, LLC. Minneapolis MN 700 Nicollet Mall",lena.surpin@prudential.com,,Salesforce
11052955,Inactive Investor,Richard Palacios,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",richard.palacios2@ml.com,,Salesforce
11090909,Inactive Investor,Braxton Day,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",braxton.day@ml.com,,Salesforce
3669545,,Clifford Rufenach,,,clrufenach@gmail.com,,Web Form Fillout
10820708,Inactive Investor,Greegory Reyes,Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
10969193,Inactive Investor,Julie Lindsey,,NYLIFE Securities LLC Montgomery AL 4121 Carmichael Rd,jalindsey@ft.newyorklife.com,,Salesforce
11037522,Inactive Investor,Martin Murphy,,"Osaic Wealth, Inc. Long Beach NY Private Residence",,,Salesforce
141126,,Sebastian De Luca Salinas,,Argentina,sdl1804@hotmail.com,,source
10757112,Inactive Investor,Paige Carney,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",paige.carney@ml.com,,Salesforce
11189198,Inactive Investor,Priscila Lopes,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,priscila.lopes@jpmorgan.com,,Salesforce
10619803,,Stacey Sargent,,,ssargent@chi-cap.com,,List import
1003339,Inactive Investor,Gary Buxton,,Invesco,gary.buxton@invesco.com,,
10880400,Inactive Investor,James Polk,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Katy TX 4830 FM 1463 Rd",james.polk@ml.com,,Salesforce
10785419,Inactive Investor,Justin McMillan,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,justin.mcmillan@fidelity.com,,Salesforce
11177211,Inactive Investor,Kim Kametz,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Allentown PA 600 Hamilton St",kim_kametz@ml.com,,Salesforce
9642366,,Nathaniel Eyde,,,natheyde@gmail.com,,List import
11033108,Inactive Investor,Edward Piotrowski,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,edward.piotrowski@ubs.com,,Salesforce
11010117,Inactive Investor,Sutton Mahon,,"Raymond James Financial Services, Inc. Fredericksburg VA 1000 Winchester St",sutton.mahon@raymondjames.com,,Salesforce
2650611,,Timothy Menke,,,menktim@hotmail.com,,
189317,,William Mastrogiovanni,,"Citizens Securities, Inc.",william.mastrogiovanni@citizenssecurities.com,607-766-9190,
10763141,Inactive Investor,Hugo Mantilla,Executive Director;Institutional Consulting Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,hugo.mantilla@morganstanley.com,,Salesforce
9616906,,Nicole Wasiakowski,,,nwasiakowski@seic.com,,List import
11166610,Inactive Investor,Bradford Smithy,Account Executive;Managing Director,UBS Financial Services Inc. Palm Beach Gardens FL 3801 PGA Blvd,brad.smithy@ubs.com,,Salesforce
10616511,,Douglas McCoy,,,douglas.mccoy@lpl.com,,List Import
10906251,Inactive Investor,Carrie Kulig,,"CGN Advisors, LLC Eureka Springs AR 103 E Van Buren",,,Salesforce
11084652,Inactive Investor,Cheryll Hill,,State Farm VP Management Corp. Tempe AZ 9880 S Rural Rd,,,Salesforce
9584442,,Barnet Goverman,,,barnet@financialsolutions.net,,List import
10984165,Inactive Investor,Terianne Payton,,"Osaic Wealth, Inc. Pittsford NY 125 Sullys Trl",,,Salesforce
10807445,Inactive Investor,Mary Ellen Holliday,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11026399,Inactive Investor,Eric Bakar,Associate Wealth Advisor,Corient Menlo Park CA 1550 El Camino Real,eric.bakar@corient.com,,Salesforce
10614626,,Michael Depaolo,Financial Advisor,,mdepaolo@theibcgroup.net,,List Import
11040160,Inactive Investor,Samantha Aman,,"Northwestern Mutual Investment Services, LLC Appleton WI N9642 County Rd N",samantha.aman@nm.com,,Salesforce
11192277,Inactive Investor,Sandra D'Andrea,Chief Compliance Officer,"Financial Advisor Network, Inc. Farmingdale NY 1111 Broadhollow Rd",,,Salesforce
11222660,,Luisa Franchy,,,lfranchy@lafisesecurities.com,,List Import
10981355,Inactive Investor,Siying Huang,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",siying.huang@tfaconnect.com,,Salesforce
11189350,Inactive Investor,Caroline Jones,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Philadelphia PA 2327 Frankford Ave",caroline.jones@wfafinet.com,,Salesforce
11020678,Inactive Investor,Katherine Jacobs,Paraplanner,"Pathfinder Financial Services, LLC",katherine@pathfinderfs.com,,Salesforce
10970049,Inactive Investor,Brian Diller,,Fidelity Brokerage Services LLC,brian.diller@fidelity.com,,Salesforce
10914493,Inactive Investor,Andrew Babin,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,andrew.babin@fmr.com,,Salesforce
11156245,Inactive Investor,James Phelan,Retirement Planning Specialist,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",jim.phelan@equitable.com,,Salesforce
11022658,Inactive Investor,Benjamin Chasse,,"MML Investors Services, LLC Falmouth ME 75 Leighton Rd",benjamin.chasse@key.com,,Salesforce
11100043,Inactive Investor,Darren Sedler,,Thrivent Investment Management Inc. Cambridge MN 145 2nd Ave SW,darren.sedler@thrivent.com,,Salesforce
11182732,Inactive Investor,Hosa Shepherd,,PFS Investments Inc. Russellville AR 310 S Boston Ave,hosa.shepherd@primerica.com,,Salesforce
10923573,Inactive Investor,Eleni Liakakis,,Cetera Investment Services LLC Woburn MA 400 Tradecenter,eleni.liakakis@ceterainvestors.com,,Salesforce
11050238,Inactive Investor,Michael Walsh,,"Empower Financial Services, Inc Franklin MA 103 Jefferson Rd",michael.walsh@empower.com,,Salesforce
10785819,Inactive Investor,Mark Peterson,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",,,Salesforce
11234820,Inactive Investor,Charles Penola,Financial Advisor,"Valeo Financial Advisors, LLC",,,Salesforce
9625143,,SangHee Jeon,,,porsche001@naver.com,,List import
11065878,Inactive Investor,Joseph Pandullo,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Baltimore MD 1201 Wills St,joseph.m.pandullo@morganstanley.com,,Salesforce
9632578,,Jay Handy,,,jay@signalpointinvest.com,,List import
9552921,,Kyle Goebel,,,kgoebel6890@gmail.com,,List import
11186770,Inactive Investor,Deborah Smith,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,deborah.smith@primerica.com,,Salesforce
352054,,Gwen Dean,"Vice President, Controller",Milestone Partners,gdean@milestonepartners.com,610-526-2700,Manual List Upload
10987632,Inactive Investor,William Bruns,Managing Director;Senior Wealth Advisor;Team Leader,"MAI Capital Management, LLC Cincinnati OH 625 Eden Park Dr",william.bruns@mai.capital,,Salesforce
11034681,Inactive Investor,Jordan Howd,,"ValMark Securities, Inc. Richfield OH 4603 W Streetsboro Rd",,,Salesforce
9598986,,João Ribeiro,,,jona-co@live.com.pt,,List import
10816460,Inactive Investor,Terrance Cook,Managing Member;Managing Principal,Parcion Private Wealth LLC,terry@parcionpw.com,,Salesforce
9584485,,Philip Blancato,"Chief Executive Officer, Director, President",Ladenburg Thalmann Asset Management Inc,pblancato@ladenburg.com,,List import
10892381,Inactive Investor,Kirwan Elliott,,Janney Montgomery Scott LLC,kelliott@janney.com,,Salesforce
11112442,Inactive Investor,Ryan Meeks,Financial Advisor,D.A. Davidson & Co. Bozeman MT 1101 E Main St,rmeeks@dadco.com,,Salesforce
10845514,Inactive Investor,Sean Hingley,,"Steward Partners Investment Solutions, LLC Norfolk VA 999 Waterside Dr",sean.hingley@stewardpartners.com,,Salesforce
10864288,Inactive Investor,Stoney Lee,,"Cambridge Investment Research, Inc. Fullerton CA 1561 E Orangethorpe Ave",slee@cambridgesecure.com,,Salesforce
10907209,Inactive Investor,Victor Parra,Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10494542,,Angelo Prieto,"Chief Compliance Officer, Chief Financial Officer, President","Global Financial Advisor I, LP",angeloprieto@gfsi.net,,List Import
10758118,Inactive Investor,Robert Hearn,Branch Manager;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Jackson TN 1382 Union University Dr,robert.hearn@morganstanley.com,,Salesforce
11022769,Inactive Investor,Caleb Edwards,,J.P. Morgan Securities LLC Twinsburg OH 9023 Darrow Rd,caleb.edwards@jpmorgan.com,,Salesforce
10963613,Inactive Investor,Connor Johnson,,Edward Jones Grand Forks ND 4303 S Columbia Rd,connor.johnson@edwardjones.com,,Salesforce
10904298,Inactive Investor,Karen Stay,Chief Investment Officer,"Kure Advisory, LLC",karens@incomeplanninggroup.com,,Salesforce
10862371,Inactive Investor,Christopher Brady,,"Osaic Wealth, Inc. Miami FL 7791 NW 46th St",,,Salesforce
9577016,,Kittichan Khankid,,,kittichankarkhis@gmail.com,,List import
10818304,Inactive Investor,Kevin Caffery,Senior Partner,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",kevin.caffery@equitable.com,,Salesforce
10978443,Inactive Investor,Corey Kelva,Team Manager;Vice President,"Fifth Third Securities, Inc. Gurnee IL 4840 Grand Ave",corey.kelva@53.com,,Salesforce
10785127,Inactive Investor,Lauren Crosby,Senior Registered Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 2681 N Causeway Blvd",,,Salesforce
11027542,Inactive Investor,Matthew Bravyak,,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",,,Salesforce
10852090,Inactive Investor,James Lee,Financial Professional,"MML Investors Services, LLC Columbia MD 6811 Benjamin Franklin Dr",jamesmlee3@financialguide.com,,Salesforce
11082633,Inactive Investor,Ahmad Abdelmajid,,Edward Jones Sugar Land TX 7320 US 90 A,,,Salesforce
10855849,Inactive Investor,Mark Sherin,Partner,"Osaic FA, Inc. Westlake Village CA 31111 Agoura Rd",mark.sherin@lfg.com,,Salesforce
11071036,Inactive Investor,Carl Marchitto,Financial Advisor,LPL Financial LLC Orange CT Private Residence,carl.marchitto@lpl.com,,Salesforce
10763378,Inactive Investor,Scott Carr,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",,,Salesforce
9566431,,Daniel Rush,,,drush@bamadvisor.com,,List import
10758860,Inactive Investor,Robert Callanan,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,robert.callanan@ubs.com,,Salesforce
9585378,,Ivan Farber,,,i.farber@fi.com,,List import
10930346,Inactive Investor,Patrick Brown,,LifeMark Securities Corp. Livonia MI 17199 N Laurel Park Dr,pbrown@lifemark.com,,Salesforce
11143809,Inactive Investor,Bradley Wethington,Financial Advisor,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,,,Salesforce
10845447,Inactive Investor,Terry Mccaffrey,Chairman;Chief Compliance Officer;Chief Executive Officer;President,"Optimum Investment Advisors, LLC",,,Salesforce
10612005,,Ira Bauman,"Financial Advisor, Senior Vice President - Investments",,ira.bauman@raymondjames.com,,List Import
10963267,Inactive Investor,Claudette Egan,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",cegan@massmutual.com,,Salesforce
10851330,Inactive Investor,Caroline Pistole,,State Farm VP Management Corp. Franklin TN 4115 Mallory Ln,caroline.pistole.ctjb@statefarm.com,,Salesforce
11290515,,Uuganbayar Sukhbold,,,toffmndans@gmail.com,,Web Form Fillout
10864456,Inactive Investor,Michael Bluhm,,Goldman Sachs & Co. Troy MI 1301 W Long Lake Rd,,,Salesforce
9587100,,Jeffery Stinson,,,stinsonjm@sbcglobal.net,,List import
11138942,Inactive Investor,Orsan Kharbush,Associate Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",orsan.m.kharbush@ampf.com,,Salesforce
10885752,Inactive Investor,Michael Edmondson,Chief Compliance Officer;Managing Member;President,"Capital and Planning, LLC",medmondson@capitalandplanning.com,,Salesforce
10886122,Inactive Investor,Danny Hunget,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,daniel.hunget@fmr.com,,Salesforce
10989689,Inactive Investor,Mark Burdett,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
9553311,,Alexis Vuillemin,,,oxxygene@gmail.com,,List import
11048400,Inactive Investor,Kombiz Momtaz,Senior Manager;Vice President,"Wells Fargo Clearing Services, LLC",,,Salesforce
10776377,Inactive Investor,Elizabeth Smith,Executive Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,beth.smith@morganstanleypwm.com,,Salesforce
10850179,Inactive Investor,Jennifer Braun-Blanco,,"VALIC Financial Advisors, Inc. Boise ID 950 W Bannock St",jennifer.braunblanco@valic.com,,Salesforce
9554308,,Scott Sprandel,,,ssprandel@zacks.com,,List import
10869784,Inactive Investor,Noah Lee,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10891914,Inactive Investor,Mary Masters,Chief Compliance Officer;Managing Member;Owner,Masters Tax and Financial Planning LLC Statesville NC 212 S Center St,mary@victoryfinancialplanning.com,,Salesforce
9627559,,Justin Williamson,,,justin@thewilliamsons.net,,List import
10843785,Inactive Investor,Jo Fritz,Chief Compliance Officer;President;Regulatory Contact,"Balanced Financial Planning, Inc.",joellen@bfplanning.com,,Salesforce
10875252,Inactive Investor,Annette Marth,,PFS Investments Inc. Quakertown PA 101 E Mill St,annette.marth@primerica.com,,Salesforce
11229605,Inactive Investor,Marco Raffaele D'Anna,,Jefferies LLC,md-anna@jefferies.com,,Salesforce
10845634,Inactive Investor,Kurtis Milliron,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
346757,,Rock Morphis,Partner,"Hg Capital Management, Llc",rock@heritagegroupusa.com,615-665-8220,Manual List Upload
11059593,Inactive Investor,Daniel Pollak,,J.P. Morgan Securities LLC Caldwell NJ 865 Bloomfield Ave,daniel.pollak@jpmorgan.com,,Salesforce
11010853,Inactive Investor,Ryan Reagor,,NYLIFE Securities LLC Lubbock TX 6121 79th St,rwreagor@ft.newyorklife.com,,Salesforce
9583694,,Jaewon Kim,,,plan2f@gmail.com,,List import
10785530,Inactive Investor,Matthew Keffer,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,matthew.d.keffer@jpmorgan.com,,Salesforce
11049239,Inactive Investor,Timothy Ream,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Wayne IN 6714 Pointe Inverness Way",timothy.ream@wellsfargoadvisors.com,,Salesforce
10924195,Inactive Investor,Andre Hebert,Financial Advisor,Edward Jones Lafayette LA 2306 Kaliste Saloom Rd,andre.hebert@edwardjones.com,,Salesforce
9607276,,Gregory Washington,,,quincywashington312@gmail.com,,List import
10783206,Inactive Investor,Caesar Naftzger,,Riedl First Securities Company of Kansas,,,Salesforce
11021334,Inactive Investor,Todd Johnson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Missoula MT 100 Railroad St W,todd.johnson@ubs.com,,Salesforce
11085914,Inactive Investor,John Sarris,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 751 Providence Rd",john.sarris@ml.com,,Salesforce
10929645,Inactive Investor,Rodrigo Leme,,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",,,Salesforce
9542047,,Piotr Chomczynski,,,piotr1975@gmail.com,,List import
10842700,Inactive Investor,Alexander Ottinger,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 109 Chesterfield Business Pkwy",alexander.ottinger@ampf.com,,Salesforce
9551762,,Tony wheeler,,,wheeler.anthony@gmail.com,,List import
10978050,Inactive Investor,Carlos Cruz,,Morgan Stanley,,,Salesforce
10810489,Inactive Investor,Thomas McWilliams,Regional Vice President,PFS Investments Inc. Manchester NH 66 Hanover St,tmc.e4668@primerica.com,,Salesforce
347475,,Tyler Cook,Managing Partner,John E. Sestina And Company,tcook@managingtobewealthy.com,614-326-3077,Manual List Upload
10915563,Inactive Investor,Thomas Tucker,Financial Advisor,Edward Jones Ogden UT 2225 Washington Blvd,bart.tucker@edwardjones.com,,Salesforce
10765848,Inactive Investor,Brandon Blazer,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",brandon.blazer@wellsfargoadvisors.com,,Salesforce
9587930,,Scott Driscoll,,,ynotbrealnow@gmail.com,,List import
11125513,Inactive Investor,Yaroslav Macchia,,Vanguard Marketing Corporation,yaroslav_macchia@vanguard.com,,Salesforce
10994988,Inactive Investor,Kaleen Anderson,Financial Advisor,Skyline Financial Northwest,kaleen@skylinefinancialnw.com,,Salesforce
10979555,Inactive Investor,Luis Leon,,J.P. Morgan Securities LLC San Jose CA 1000 Miller Ave,luisricardo.leon@chase.com,,Salesforce
11134358,Inactive Investor,Ashton Cullers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10914344,Inactive Investor,Joshua Mizell,,SECU Brokerage Services Greenville NC 1305 Parkside Dr,josh.mizell@ncsecu.org,,Salesforce
11121971,Inactive Investor,Tyler O'Campo,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC San Francisco CA 275 Battery St",tyler.ocampo@equitable.com,,Salesforce
10911089,Inactive Investor,Brandon McCloskey,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11128218,Inactive Investor,Kyle Rubbinaccio,Portfolio Management Associate,Morgan Stanley New York NY 1585 Broadway,kyle.rubbinaccio@morganstanley.com,,Salesforce
10968369,Inactive Investor,Mei Ang Zheng,,J.P. Morgan Securities LLC Brooklyn NY 6501 Fort Hamilton Pkwy,mei.a.zheng@chase.com,,Salesforce
10993436,Inactive Investor,Pedro Arellano,,"CUSO Financial Services, L.P. Tustin CA 2979 El Camino Real",,,Salesforce
11094189,Inactive Investor,Julius Lee,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,,,Salesforce
10715398,,Philip Peters,,,zagadalabs@gmail.com,,Web Form Fillout
11188200,Inactive Investor,Jorge Mora,,"Farmers Financial Solutions, LLC San Leandro CA 3055 Alvarado St",jmora@farmersagent.com,,Salesforce
10957833,Inactive Investor,Michael Wiggins,Financial Advisor,Edward Jones Charleston SC 1939 Maybank Hwy,,,Salesforce
10790138,Inactive Investor,Roger Gibson,Founding Partner,"Gibson Capital, LLC",roger@gibsoncapital.com,,Salesforce
11168669,Inactive Investor,Maria Vitkansas,,"Kestra Investment Services, LLC Middletown NJ Private Residence",maria@kestrafinancial.com,,Salesforce
351088,,Bret Tenenhaus,Vice President,"Great Point Partners, Llc",btenenhaus@gppfunds.com,203-971-3300,Manual List Upload
10907748,Inactive Investor,Nicholas Winters,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,nicholaswinters@statefarm.com,,Salesforce
10973002,Inactive Investor,Nathaniel Woodward,Private Client Banker;Vice President,J.P. Morgan Securities LLC Dallas TX 7196 Skillman St,nathaniel.r.woodward@chase.com,,Salesforce
340546,,William Sweedler,Managing Partner,Tengram Capital Partners,wsweedler@tengramcapital.com,203-454-6999,Manual List Upload
10851658,Inactive Investor,Thomas Downs,,"Securian Financial Services, Inc.",thomas.downs@securian.com,,Salesforce
10964076,Inactive Investor,Sarah Campbell,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",sarah.campbell@raymondjames.com,,Salesforce
11035933,Inactive Investor,George Roman,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Canfield OH 4137 Boardman Canfield Rd",nathan.g.roman@ampf.com,,Salesforce
339798,,Cedric Vermesse,Chief Financial Officer,Pictet Asset Management Limited,cvermesse@pictet.com, -8475163,Manual List Upload
350546,,Bj Willingham,Consultant,Chilton Capital Management Llc,bjwillingham@chiltoncapital.com,713-650-1995,Manual List Upload
11175429,Inactive Investor,Jenette O'Brien-Moench,Private Client Investment Associate,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,jenette.obrien-moench@jpmorgan.com,,Salesforce
10903614,Inactive Investor,Michael Bagocus,,"Centaurus Financial, Inc. North Hills CA Private Residence",,,Salesforce
11144911,Inactive Investor,Todd Bolton,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",todd.bolton@truist.com,,Salesforce
11118669,Inactive Investor,Linda Screeton,Financial Planner,"OneAmerica Securities, Inc. Fort Wayne IN Private Residence",linda.screeton@oasecurities.com,,Salesforce
5093345,,Jeff Lundy,,,lundyjpl@sbcglobal.net,,Web form fillout
10958143,Inactive Investor,Regan Calvert,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,regan.calvert@fmr.com,,Salesforce
9594000,,Ryan Dees,,,ryankdees@gmail.com,,List import
9602657,,Jonathon King,,,jbking501@icloud.com,,List import
11012275,Inactive Investor,Laura Shaw,Compliance Advisor,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",laura.shaw@lfg.com,,Salesforce
10798919,Inactive Investor,Mark Bianchin,Financial Advisor;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,mark.bianchin@ubs.com,,Salesforce
11101041,Inactive Investor,John Morreale,Founding Principal;Investment Advisor;Managing Member,"Purus Wealth Management, LLC",jmorreale@puruswm.com,,Salesforce
10510452,,Claudia Marmolejo,Head of Family Office Solutions,IQEQ,marmolejocm@gmail.com,,List Import
10972403,Inactive Investor,Starla De-Moica,,PFS Investments Inc. Upland CA 545 N Mountain Ave,sdemoica@primerica.com,,Salesforce
11071875,Inactive Investor,David Balmer,,"Raymond James Financial Services, Inc. Bemidji MN 1600 Paul Bunyan Dr NW",david.balmer@raymondjames.com,,Salesforce
10941499,Inactive Investor,Joshua Meredith,Financial Advisor,Robert W. Baird & Co. Incorporated Columbus IN 380 Plaza Dr,,,Salesforce
350529,,Bill Harrigan,"Financial Advisor, CPA","Cain, Watters & Associates, Llc",bill@cainwatters.com,972-233-3323,Manual List Upload
10983772,Inactive Investor,Joanna Season,Assistant Director,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10659169,,Leonor Gil,,,leonor.gil@tfaconnect.com,,List Import
11175414,Inactive Investor,Ljindon Vukdedaj,Private Client Financial Advisor,J.P. Morgan Securities LLC Briarcliff Manor NY 1946 Pleasantville Rd,ljindon.vukdedaj@chase.com,,Salesforce
10963322,Inactive Investor,Catarina Silva,Chief Operating Officer;Vice President,Fitzroy Investment Advisors LLC Miami FL 777 Brickell Ave,catarina.silva@fria.us,,Salesforce
10909091,Inactive Investor,Meeta Yadava,,LPL Financial LLC Chicago IL 320 S Canal St,meeta.yadava@lpl.com,,Salesforce
11181623,Inactive Investor,Blandine Miramontes,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,bmiramontes@primerica.com,,Salesforce
9585332,,Beth Remick,,,beth@ithakafp.com,,List import
10803831,Inactive Investor,Bradley Hyldahl,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,bradley.hyldahl@ubs.com,,Salesforce
10811129,Inactive Investor,William Deering,,"Mutual of Omaha Investor Services, Inc. Miami FL 2600 S Douglas Rd",william.deering@mutualofomaha.com,,Salesforce
10617850,,Joseph Scandariato,,,joseph_m_scandariatojr@ml.com,,List Import
11217159,,Austin Warr,,,awarr@janney.com,,Other
9609522,,Josh Mohrer,,,joshmohrer@gmail.com,,List import
11111417,Inactive Investor,Vishnu Alse,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Redmond WA 8862 161st Ave NE",vishnu.alse@schwab.com,,Salesforce
11232289,Inactive Investor,Julie Glauninger,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10999996,Inactive Investor,Stewart Kile,,"Farmers Financial Solutions, LLC Beaumont TX 5815 Phelan Blvd",skile@farmersagent.com,,Salesforce
11050927,Inactive Investor,Diron Tappin,Wealth Manager,"TCP Asset Management, LLC Phoenix AZ 11130 N Tatum Blvd",diron@tcpasset.com,,Salesforce
11097175,Inactive Investor,Kimberly Zepeda,,"Allstate Financial Services, LLC Las Cruces NM 1001 E University Ave",kimzepeda@allstate.com,,Salesforce
10750337,Inactive Investor,Eric Ortiz-Berrios,,"Investment Planners, Inc. San Juan 252 Ave Ponce de Leon",,,Salesforce
9606391,,scott chan,,,scottchan71@hotmail.com,,List import
11017634,Inactive Investor,Corey Safran,,Four Points Capital Partners LLC Buffalo NY Private Residence,,,Salesforce
11137465,Inactive Investor,Brian Lineberger,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,brian.lineberger@ubs.com,,Salesforce
11072400,Inactive Investor,Nicholas Hoes,,"U.S. Bancorp Investments, Inc.",nicholas.hoes@usbank.com,,Salesforce
11002470,Inactive Investor,Joshua Goodwin,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10922198,Inactive Investor,Judy Kehoe,Owner;President,"Kehoe Investment Services, Inc",,,Salesforce
10956871,Inactive Investor,Samantha Tuggle,,The Huntington Investment Company Columbus OH 2110 Tremont Ctr,samantha.tuggle@huntington.com,,Salesforce
10771465,Inactive Investor,Arthur Stainman,,First Manhattan Securities LLC,astainman@firstmanhattan.com,,Salesforce
371560,,Jay Twery,,[Unknown],jaytwery2@gmail.com,,Salesforce
9565293,,Mary Lisanti,"Managing Member, Portfolio Manager, President",Lisanti Capital Growth LLC,mlisanti@lisanticap.com,212-792-6991,List import
10847962,Inactive Investor,Peter Frith,Managing Director,"John W. Bristol & Co., Inc.",,,Salesforce
10876903,Inactive Investor,John Grimstad,Financial Advisor,Edward Jones Deerfield Beach FL 1300 E Hillsboro Blvd,john.grimstad@edwardjones.com,,Salesforce
9645095,,a awesomer,,,aawesomer777@gmail.com,,List import
9571045,,John Hallowell,,,jhallowell@mountaineerpartners.com,,List import
11163816,Inactive Investor,David Knox,Financial Advisor,Edward Jones Show Low AZ 1500 E Woolford,david.knox@edwardjones.com,,Salesforce
343331,,Aditya Bindra,,[Unknown],aditya.bindra@point72.com,,Organic Search
11075481,Inactive Investor,Matthew Fulton,Associate Wealth Advisor,Atlas Legacy Advisors LLC,,,Salesforce
11192797,Inactive Investor,Patrick McArdle,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alpharetta GA 3030 Royal Blvd S",patrick.mcardle@tfaconnect.com,,Salesforce
10839884,Inactive Investor,Sonja Cheadle,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Madison WI 8010 Excelsior Dr",cheadles@stifel.com,,Salesforce
11051300,Inactive Investor,Christine Pierce,,Morgan Stanley Sarasota FL 2 N Tamiami Trl,tina.pierce@morganstanley.com,,Salesforce
10828904,Inactive Investor,Jeremy Dobson,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 959 Old Hwy 8 NW",jeremy.e.dobson@ampf.com,,Salesforce
10992042,Inactive Investor,Erik Anderson,,NYLIFE Securities LLC Edison NJ 379 Thornall St,,,Salesforce
10776288,Inactive Investor,Rick Alvarado,Financial Advisor,LPL Financial LLC Fallbrook CA 19 Gateview Dr,rick.alvarado@lpl.com,,Salesforce
9629245,,Douglas Wurtz,,,douglas.wurtz@gmail.com,,List import
1639144,Inactive Investor,James Patric,,TBD,investno@protonmail.com,5433334,
9546802,,Walter Huxford,,,rexhuxford@synovus.com,,List import
10896352,Inactive Investor,Robert Roach,Investment Advisor Representative,"BFC Planning, Inc. Greenville SC 10 Aberdeen Dr",,,Salesforce
10969267,Inactive Investor,Michael Beck,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9547578,,Honghong Liu,,,wangyanghh82@gmail.com,,List import
10785792,Inactive Investor,Luis Huergo,,Jefferies LLC,lhuergo@jefferies.com,,Salesforce
11114568,Inactive Investor,Robert Schott,,"CapFinancial Securities, LLC. Tampa FL 400 N Tampa St",,,Salesforce
10867724,Inactive Investor,Brian Goebel,Financial Advisor;Senior Vice President,"Pettinga Financial Advisors, LLC",brian@pettinga.com,,Salesforce
10838014,Inactive Investor,Griselda Longoria,Senior Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 2525 Bay Area Blvd,griselda.longoria@ubs.com,,Salesforce
9577515,,Daniel Weber,,,daniel.weber@fidelity.com,,List import
10822580,Inactive Investor,Paula Parrish,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
11024082,Inactive Investor,Timmothy Lash,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",timmothy.lash@prudential.com,,Salesforce
10925169,Inactive Investor,Ashley Hiltibrand,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11187375,Inactive Investor,Betsy Udal,Financial Advisor,"Ameriprise Financial Services, LLC Farmington CT 1 Old Mountain Rd",betsy.a.udal@ampf.com,,Salesforce
11054665,Inactive Investor,Rani Alfers,,"Farmers Financial Solutions, LLC Dallas TX 15400 Knoll Trail Dr",ralfers@farmersagent.com,,Salesforce
321759,,Helen Chen,Head of Finance,Finnovasia,helenchen825@gmail.com,,Manual List Upload
10558578,,Fidel Salamanca,,,fidel.salamanca89@gmail.com,,Web Form Fillout
10994035,Inactive Investor,Brianna Ying,,J.P. Morgan Securities LLC Ontario CA 3470 E Ontario Ranch Rd,brianna.ying@jpmorgan.com,,Salesforce
10487544,,Paul Cox,"Director - Alternative Investments, Executive Director, Family Wealth Director, Institutional Consultant",Morgan Stanley,paul.cox@morganstanley.com,,List Import
346808,,Angel Tullar,"CFP, Financial Advisor","Retirement Plan Advisors, Llc",atullar@retirementplanadvisors.com,312-701-1100,Manual List Upload
10855165,Inactive Investor,Debra Gallant,Chief Compliance Officer;Financial Planner;Founder;Investment Advisor;Managing Director;Managing Member,"Gallant Financial Planning, LLC",,,Salesforce
10658051,,Carol Scelsa,,,carol.scelsa@voyafa.com,,List Import
11018930,Inactive Investor,Jeffrey Wilhelm,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",,,Salesforce
219431,,Glauco Marques,,[Unknown],glaucoemarques@gmail.com,,Direct
9635217,,Lauren Janzer,,,ljanzer@sjhl.com,,List import
10829378,Inactive Investor,Patrick White,,State Farm VP Management Corp. Hurst TX 500 Grapevine Hwy,pat.white.gz4l@statefarm.com,,Salesforce
9601452,,Manjit Singh,,,manjitsingh070707@gmail.com,,List import
10908375,Inactive Investor,Christopher Sirtak,,"Farmers Financial Solutions, LLC Mascoutah IL 41 W Main St",csirtak@farmersagent.com,,Salesforce
11182633,Inactive Investor,Jo Swope,Financial Advisor;Investment Executive;Owner,"Packerland Brokerage Services, Inc. Huntingdon PA 223 Washington St",jo_swope@packerlandbrokerage.com,,Salesforce
11161337,Inactive Investor,Dalia Figuereo,,"Wells Fargo Clearing Services, LLC Kissimmee FL 3201 W Vine St",dalia.r.figuereo@wellsfargoadvisors.com,,Salesforce
85882,,Charles Kemper,Senior Wealth Advisor,"Frontier Wealth Management, LLC",dennis@frontierwealth.com,314-762-6760,
11190088,Inactive Investor,Hector Barba,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10849280,Inactive Investor,James Davids,Wealth Advisor,LPL Financial LLC New River AZ Private Residence,jim.davids@lpl.com,,Salesforce
10773853,Inactive Investor,Thomas Mayo,Financial Planner,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",susan.mayo@lfg.com,,Salesforce
10777589,Inactive Investor,Richard Oring,Chief Compliance Officer;Managing Member;President,"New Century Financial Group, LLC",roring@ncfg.com,,Salesforce
10752981,Inactive Investor,Marika Husovsky,Senior Client Associate,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",marika.husovsky@wellsfargoadvisors.com,,Salesforce
9589495,,Garry Spanner,,,garry@tdainc.com,,List import
10821103,Inactive Investor,Marcus Fabiano,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",marcus.fabiano@raymondjames.com,,Salesforce
1003138,Inactive Investor,Lei Farrand,,Kingbird Investment Management,smilin@comcast.net,,3rd Party Lead Gen
11221104,,Thomas Modzelewski,,,tjm@marwoodgroup.com,,List Import
10932928,Inactive Investor,Justin Wilkerson,Insurance Consultant,LPL Financial LLC Brandon MS 1363 W Government St,justin.wilkerson@lpl.com,,Salesforce
10835852,Inactive Investor,Lyle Cogbill,Managing Principal;Senior Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",lyle.cogbill@wfafinet.com,,Salesforce
10489816,,Ronald Bowers,Corporate Vice President,Eagle Strategies LLC Plano TX 7160 Dallas Pkwy,luvofpoetry11111@aol.com,,List Import
204998,,Bill Joe,,[Unknown],williamjcotter@gmail.com,,source
11071911,Inactive Investor,Tim Bringardner,,J.P. Morgan Securities LLC Miami FL 78 SW 7th St,tim.bringardner@jpmorgan.com,,Salesforce
10647356,,Terrence Frank,,,terrencefrank@financialguide.com,,List Import
10887211,Inactive Investor,Wakefield Hare,Chief Compliance Officer;Financial Planner;President,Greater Than Financial,,,Salesforce
9579037,,Douglas Lindsey,,,doug@mgm-llc.com,,List import
10851929,Inactive Investor,Walker Wynkoop,Financial Advisor,"Ameriprise Financial Services, LLC Richland MI 8712 Gull Rd",walker.wynkoop@ampf.com,,Salesforce
9555672,,Jeffrey Haskin,,,jhaskin@zacks.com,,List import
10902453,Inactive Investor,Luke Boyle,Client Service Associate,Morgan Stanley Potsdam NY 65 Market St,luke.boyle@morganstanley.com,,Salesforce
11207615,Inactive Investor,Kevin Batstone,Chief Compliance Officer;Managing Member;Managing Partner,"BayBridge Capital Group, LLC",kbatstone@baybridgecg.com,,Salesforce
10785512,Inactive Investor,Kenneth Gustaitis,Client Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,kenneth.gustaitis@morganstanley.com,,Salesforce
9597529,,John Steigerwald,,,john@sgkwealthadvisors.com,,List import
9570292,,Thankanlaphas Teerasanpet,,,tsirilak888@gmail.com,,List import
10996763,Inactive Investor,Taylor Villarreal,,NYLIFE Securities LLC Austin TX 6200 Bridge Point Pkwy,tvillarreal@ft.newyorklife.com,,Salesforce
10902084,Inactive Investor,Brandon Steele,Chief Executive Officer;Director - Business Development;Founder,Mainsail Financial Group,brandon@mainsailfg.com,,Salesforce
10843987,Inactive Investor,Casimir Fontenot,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,cas.fontenot.g4j4@statefarm.com,,Salesforce
11205345,Inactive Investor,Joseph Todice,Financial Advisor;Financial Planner,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10968957,Inactive Investor,Bruce Kitterman,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
10784644,Inactive Investor,John Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
224610,,martin green,,[Unknown],martinjagreen@gmail.com,,Organic Search
10912374,Inactive Investor,Erin Walters,Director - Retirement Solutions,"Principal Securities, Inc. Appleton WI Private Residence",walters.erin@principal.com,,Salesforce
9592297,,Jonas Leddington,,,leddington@gryphoninvestors.com,,List import
1004519,Inactive Investor,Brian Donovan,,Brian Donovan,brian@tagomi.com,,
10618340,,Dennis McNamee,,,dennis_mcnamee@ml.com,,List Import
11106370,Inactive Investor,Christopher Ramirez,,"Wells Fargo Clearing Services, LLC McKinney TX 8990 State Hwy 121",christopher.ramirez@wellsfargo.com,,Salesforce
165152,,Andre Yunque,,[Unknown],andre.yunque@nexchange.com,,
10762770,Inactive Investor,Howard Blitz,Private Wealth Advisor;Senior Vice President,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,howard.blitz@morganstanley.com,,Salesforce
10780052,Inactive Investor,Abiodun Osikanlu,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",abi.osikanlu@bofa.com,,Salesforce
243281,,James Kaiser,Managing Partner,BBD LLP,jkaiser@bbdcpa.com,12154195716,Manual List Upload
10776268,Inactive Investor,Ronald Francis,Financial Advisor,Edward Jones Summerfield FL 10935 SE 177th Pl,ron.francis@edwardjones.com,,Salesforce
10880693,Inactive Investor,Travis Wichman,,"Raymond James Financial Services, Inc. Miami FL 20801 Biscayne Blvd",travis.wichman@raymondjames.com,,Salesforce
9556343,,Albert Lacher,,,alacher@williamblair.com,,List import
231910,,Michael Thivaios,,[Unknown],alinevandenheuvel1@gmail.com,,
11005531,Inactive Investor,Amanda Wallace,Compliance Advisor,Lincoln Investment,awallace@lincolninvestment.com,,Salesforce
11182480,Inactive Investor,John Cordes,Family Wealth Advisor,TFO Wealth Partners,jcordes@tfowealth.com,,Salesforce
9588756,,Jill Martin,,,jill@grubmanfinancial.com,,List import
9635085,,Ronald Wooten,,,rwooten@nqcapital.com,,List import
11065597,Inactive Investor,Christian Douglas,Financial Advisor;Senior Vice President,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,christian.douglas@morganstanley.com,,Salesforce
10911875,Inactive Investor,William Bartram,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10808744,Inactive Investor,Bradley Stark,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Spokane WA 428 W Riverside Ave",bradley.stark@usbank.com,,Salesforce
10890526,Inactive Investor,Quintan Kocher,Advisor;Regulatory Contact,"Expand Financial, LLC Littleton CO Private Residence",qkocher@expandfinancial.com,,Salesforce
10997843,Inactive Investor,Aynatul Kabir,,J.P. Morgan Securities LLC New York NY 2 Park Ave,aynatul.kabir@jpmorgan.com,,Salesforce
11072906,Inactive Investor,Evan Pennypacker,,"Northwestern Mutual Investment Services, LLC West Chester PA 200 N High St",evan.pennypacker@nm.com,,Salesforce
11092851,Inactive Investor,Anne-Lynsha Momperousse,,TradeWeb L.L.C,anne.momperousse@tradeweb.com,,Salesforce
9598086,,Eden Nanazia,,,eden@armorcapital.com,,List import
11185125,Inactive Investor,Tracy Lewinski,,NYLIFE Securities LLC Milwaukee WI 135 S 84th St,tlewinski@ft.newyorklife.com,,Salesforce
11231620,Inactive Investor,Tony Yee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 1640 Van Ness Ave",,,Salesforce
11026113,Inactive Investor,David Swann,Chief Compliance Officer;General Counsel,Venturi Private Wealth,dave@venturiwealth.com,,Salesforce
11060380,Inactive Investor,Joseph Shinske,Financial Advisor,LPL Financial LLC Phoenix AZ 803 E Devonshire Ave,joseph.shinske@lpl.com,,Salesforce
9605588,,Mayank Singh,,,ermayank53@gmail.com,,List import
10913991,Inactive Investor,Raymond Kelsey,Chief Compliance Officer;Investment Advisor;President,"FinCo Investment Services, Inc.",,,Salesforce
9571723,,James Kennedy,,,james.kennedy@fmr.com,,List import
11174721,Inactive Investor,Colin Chardavoyne,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",colin.chardavoyne@schwab.com,,Salesforce
10920660,Inactive Investor,Birdie Deshay-Jefferson,,"Allstate Financial Services, LLC San Marcos TX 118 E San Antonio St",birdiedeshayjefferson@allstate.com,,Salesforce
10843952,Inactive Investor,Alexander Hayes,Financial Advisor,LPL Financial LLC San Jose CA 3190 S Bascom Ave,alex.hayes@lpl.com,,Salesforce
11079128,Inactive Investor,Andrew Cagliola,,Vanguard Marketing Corporation,andrew_cagliola@vanguard.com,,Salesforce
10839723,Inactive Investor,Brian Hawkins,,"Allstate Financial Services, LLC Defuniak Springs FL 1066 US Hwy 331 S",brianhawkins@allstate.com,,Salesforce
11089155,Inactive Investor,George Kolodka,Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,george.kolodka@ubs.com,,Salesforce
11192497,Inactive Investor,David Yee,,"Kestra Investment Services, LLC Calabasas CA 23622 Calabasas Rd",,,Salesforce
11063904,Inactive Investor,Sean O'Connell,District Leader,PFS Investments Inc. Watkinsville GA 3651 Mars Hill Rd,sean.oconnell@primerica.com,,Salesforce
10902612,Inactive Investor,Thomas Morr,Head - Client Advisory;Managing Partner;Principal;Senior Managing Director,"Simon Quick Advisors, LLC",tmorr@simonquickadvisors.com,,Salesforce
10786519,Inactive Investor,Matthew Ventura,Financial Advisor;Senior Vice President,Morgan Stanley Plano TX 7500 Dallas Pkwy,matt.ventura@morganstanley.com,,Salesforce
11003999,Inactive Investor,Jason Miller,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,jason.g.miller@chase.com,,Salesforce
11016222,Inactive Investor,Maria Montenegro,,"Empower Financial Services, Inc Forty Fort PA Private Residence",maria.montenegro@empower.com,,Salesforce
10787025,Inactive Investor,David Wilson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",dwilson19@ml.com,,Salesforce
239966,,Adam Carlini,"President, Treasurer, Chief Investment Officer, Chief Compliance Officer",Dynamic Wealth Advisors,adam@dynamicwealthmgt.com,623-466-6060,Manual List Upload
9640654,,Jaime Raig,,,jjvaldes1@gmail.com,,List import
10849179,Inactive Investor,Jill Bodossian,,"HighTower Securities, LLC New York NY 505 5th Ave",jbodossian@hightoweradvisors.com,,Salesforce
11044656,Inactive Investor,Ronald Rubin,,"Grove Point Investments, LLC North Hollywood CA 6129 Bluebell Ave",rrubin@hbeckinc.com,,Salesforce
9603365,,John Harrington,,,jwh133@gmail.com,,List import
10959511,Inactive Investor,Kenya Musegades,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
243209,,Wes Gray,Executive Managing Member,ETF Architect,wes@alphaarchitect.com,12158829983,Manual List Upload
10778676,Inactive Investor,Jose Rosario,Assistant Vice President;Financial Advisor;International Client Advisor,Morgan Stanley Port Jefferson NY 414 Main St,jose.rosario@morganstanley.com,,Salesforce
10881926,Inactive Investor,Derek Rhoades,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10953759,Inactive Investor,David Salazar,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",,,Salesforce
10905668,Inactive Investor,Christopher Hasenberg,Chief Executive Officer;Financial Advisor;Founder;Owner;Regulatory Contact;Shareholder,Hasenberg Financial Group Eau Claire WI 431 E Clairemont Ave,chris@hasenberginc.com,,Salesforce
10439697,,Marcel Bodo,,,marcelbodocrypto@gmail.com,,Web Form Fillout
9637345,,Pankaj Gautam Pankaj Gautam,,,pankajgautam7439@gmail.com,,List import
11066555,Inactive Investor,Deirdre Hartmann,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
11137340,Inactive Investor,Steven Heideman,Investment Advisor Representative,"Osaic Wealth, Inc. West Des Moines IA 1089 Jordan Creek Pkwy",sheideman@royalallianceadvisors.com,,Salesforce
11043526,Inactive Investor,Yu Zhang,,Sun Global LLC,,,Salesforce
191646,,Sean Casterline,"Managing Member, Regulatory Contact","Aegis Wealth Management, LLC",scasterline@aegiswm.com,407-831-3660,
10990503,Inactive Investor,Logan Guthrie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",logan.guthrie@ml.com,,Salesforce
11126772,Inactive Investor,William Shelton,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
335735,,Carson Schram,,Creative Planning,carson.schram@thinkingbeyond.com,,
11150915,Inactive Investor,Lisa Vandetti,Client Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",lisa.vandetti@raymondjames.com,,Salesforce
9634572,,Andrew Graham,,,agraham@bear.com,,List import
11066293,Inactive Investor,Jacob Kettwig,,"Cambridge Investment Research, Inc. Lakeville MN 17595 Kenwood Trl",,,Salesforce
11217060,,Sergio Cortina Ketterer,,,sergio.cortina-ketterer@nb.com,,Other
11144432,Inactive Investor,Justin Ramsburg,,"Truist Investment Services, Inc. Frederick MD 5280 Corporate Dr",justin.ramsburg@truist.com,,Salesforce
10922906,Inactive Investor,Sampson Norton,Financial Advisor,The Yanker Group,,,Salesforce
10645987,,Lee Majkrzak,,,lmajkrzak@hightoweradvisors.com,,List Import
11125419,Inactive Investor,Raymond Fischer,,LPL Financial LLC San Diego CA 4707 Executive Dr,raymond.fischer@lpl.com,,Salesforce
11192987,Inactive Investor,Patrick Amie,,Cetera Investment Services LLC Denham Springs LA 525 Florida Ave SW,,,Salesforce
11212007,Inactive Investor,Bradley Pratt,Wealth Advisor,Commonwealth Financial Network North Mankato MN 1651 Commerce Dr,,,Salesforce
11133906,Inactive Investor,Emiliano Lorenzini,Chief Compliance Officer;Managing Member,"Resolute Capital, LLC",,,Salesforce
11072033,Inactive Investor,Amy Jacobs,Registered Associate,Stephens Shreveport LA 7600 Fern Ave,ajacobs@stephens.com,,Salesforce
10846162,Inactive Investor,Jeffrey Perry,Chief Compliance Officer;Chief Executive Officer;President,"PFG Private Wealth Management, LLC",jeff@pfgprivatewealth.com,,Salesforce
228161,, -,,[[Unknown]],anthonysclar02@gmail.com,,
10791470,Inactive Investor,Kimberly Blindheim,Financial Advisor,Morgan Stanley Kirkland WA 4000 Carillon Pt,kimberly.blindheim@morganstanley.com,,Salesforce
9586826,,Will Bains,,,willbainssoutham@hotmail.com,,List import
10859740,Inactive Investor,Darrin Wizst,,Independent Brokerage Solutions LLC Manchester NH 670 N Commercial St,,,Salesforce
10822984,Inactive Investor,Roger Baumann,,LPL Financial LLC Reading PA 5 Hearthstone Ct,roger.baumann@lpl.com,,Salesforce
9599969,,Michael Tyree,,,mtyree@tdpfund.com,,List import
10845649,Inactive Investor,Leonard Metkowski,Chief Financial Officer,"Logan Capital Management, Inc. Ardmore PA 6 Coulter Ave",lmetkowski@logancapital.com,,Salesforce
10763156,Inactive Investor,George Jackson,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",george.jackson@wellsfargoadvisors.com,,Salesforce
10980800,Inactive Investor,Nolan Pyrz,,"Raymond James Financial Services, Inc. Hopkins MN 4300 Baker Rd",nolan.pyrz@raymondjames.com,,Salesforce
10857310,Inactive Investor,John Robb,Chief Compliance Officer;Founder;Manager;Managing Director,"Stone Creek Group, LLC",john@stonecreekgroup.com,,Salesforce
11187594,Inactive Investor,Bruce Goodwin,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",bruce.e.goodwin@ml.com,,Salesforce
10957781,Inactive Investor,Gerald Stenstrom,Regional Leader,PFS Investments Inc. Portage MI 950 Trade Centre Way,gerald.stenstrom@primerica.com,,Salesforce
11146025,Inactive Investor,James Lucidonio,,"Allstate Financial Services, LLC Sicklerville NJ 542 Cross Keys Rd",jameslucidonio@allstate.com,,Salesforce
9587717,,Bob Power,,,bob@otcmarkets.com,,List import
9641732,,Paul Green,,,paul.green@wfadvisors.com,,List import
10831015,Inactive Investor,George Fuscsick,,"Grove Point Investments, LLC Dundalk MD 7715 Trappe Rd",gfuscsick@hbeckinc.com,,Salesforce
11131618,Inactive Investor,TeShay Flowers,Financial Advisor;Wealth Manager,TLWM Financial Arlington TX 3901 Arlington Highlands Blvd,shayflowers@tdfplatinumwm.com,,Salesforce
9585903,,Derick WARD,,,derick.ward81@yahoo.com,,List import
10956367,Inactive Investor,Grace Santarelli,,Citigroup Global Markets Inc.,grace.santarelli@citigroup.com,,Salesforce
10917863,Inactive Investor,Gerald Kroeger,,"Osaic Wealth, Inc. Lake Oswego OR 525 3rd St",,,Salesforce
10995058,Inactive Investor,Lawrence Gitonga,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
11112006,Inactive Investor,Stephen Moorman,,"Vanderbilt Securities, LLC Longmont CO 710 Tenacity Dr",,,Salesforce
11212519,Inactive Investor,Casey Fiora,Financial Advisor,"Raymond James & Associates, Inc. Chevy Chase MD 2 Wisconsin Cir",casey.fiora@raymondjames.com,,Salesforce
11238220,Inactive Investor,Pan Lorattawut,,Meketa investment group,plorattawut@meketagroup.com,,Salesforce
345655,,Curry Nicholson,"Managing Partner, Wealth Advisor","Magnate Advisory Services, Llc",curry.nicholson@magnatewealth.com,502-855-3160,Manual List Upload
9549532,,Mike Mann,,,mikemann147@gmail.com,,List import
10816529,Inactive Investor,Ronald Speir,Regional Vice President,PFS Investments Inc. Springfield MO 1911 S National Ave,ronald.speir@primerica.com,,Salesforce
9644892,,Erdi Yerli,,,erdiyerli@gmail.com,,List import
10840256,Inactive Investor,Eric Aldinger,,LPL Financial LLC Bismarck ND 320 N 4th St,eric.aldinger@lpl.com,,Salesforce
10812490,Inactive Investor,Robert Milligan,,"Raymond James Financial Services, Inc. Morristown NJ 360 Mount Kemble Ave",robert.milligan@raymondjames.com,,Salesforce
10973022,Inactive Investor,Zeinab Taghizadeh,,J.P. Morgan Securities LLC Ladera Ranch CA 27702 Crown Valley Pkwy,sepi.taghizadeh@chase.com,,Salesforce
11122674,Inactive Investor,Mary Becker,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",lynn_becker@ml.com,,Salesforce
10961089,Inactive Investor,Gabrielle Zarrella,Investment Analyst,Lake Street Advisors,gabrielle@lakestreetadvisors.com,,Salesforce
11172416,Inactive Investor,Evan Crook,,Fidelity Brokerage Services LLC,,,Salesforce
9616229,,Benjamin Wang,Portfolio Manager,Janus Henderson Investors,benjamin.wang@janushenderson.com,,List import
9647266,,James Marsden,"Chief Compliance Officer, Financial Advisor, Owner",Apeiron,jmarsden@apeironplanning.com,,List import
11233110,Inactive Investor,Roman Berkusenko,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 350 W. Hubbard St,roman.berkusenko@chase.com,,Salesforce
11082484,Inactive Investor,Richard Peters,,Citigroup Global Markets Inc.,,,Salesforce
11134316,Inactive Investor,Joshua Canales,,"U.S. Bancorp Investments, Inc. Sun City CA 27378 Sun City Blvd",joshua.canales@usbank.com,,Salesforce
10843558,Inactive Investor,Josephti Cruz,Chief Compliance Officer;Co-Founder;Founding Partner;Managing Member;Wealth Management Advisor,The WealthGarden F.S. LLC,josephti@thewealthgardenfs.com,,Salesforce
11220700,,David Rusch,,,d.rusch@tittmannrusch.com,,Other
10863140,Inactive Investor,Angela Crosher,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",angela.crosher@ml.com,,Salesforce
11136703,Inactive Investor,Timothy Sharer,,"Next Financial Group, Inc. Friendswood TX 820 S Friendswood Dr",,,Salesforce
5947817,,Elizabeth Smith,,,fohaf62067@prolug.com,,Web Form Fillout
11102164,Inactive Investor,Samuel Nuche,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",sam.j.nuche@wellsfargoadvisors.com,,Salesforce
10834511,Inactive Investor,William Hardigg,Vice President;Wealth Advisor,"Horan Securities, Inc.",williamh@horanassoc.com,,Salesforce
10612877,,Brian Higgins,"Financial Advisor, First Vice President, Wealth Management Advisor",,brian_t_higgins@ml.com,,List Import
11232388,Inactive Investor,Paul Sankovich,Chief Compliance Officer,"Wells Fargo Advisors Financial Network, LLC",paul.sankovich@wfafinet.com,,Salesforce
10489447,,Desmond Wesley,Transition Manager,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",dwesley@tiaa-cref.org,,List Import
11136950,Inactive Investor,Brianne Walsh,,Morgan Stanley Ann Arbor MI 2001 Commonwealth Blvd,,,Salesforce
10889935,Inactive Investor,Christina Koepke,,"American Portfolios Financial Services, Inc. Massapequa NY 91 Bayview Ave",ckoepke@americanportfolios.com,,Salesforce
9629929,,Jonathan Williams,,,jon@dove-rockenergy.com,,List import
9584534,,Jack Keating,,,jack.keating@wealthspire.com,,List import
10972609,Inactive Investor,Maria Reed,,Cetera Investment Services LLC Buffalo NY 300 Airborne Pkwy,,,Salesforce
11153188,Inactive Investor,Daniel Staiger,,"Raymond James Financial Services, Inc. Bohemia NY 640 Johnson Ave",,,Salesforce
11074694,Inactive Investor,John Estes,Financial Consultant,Thrivent Investment Management Inc. Leawood KS 12405 Beverly St,john.estes@thrivent.com,,Salesforce
11153115,Inactive Investor,Luke Madden,Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,luke.madden@ubs.com,,Salesforce
10831405,Inactive Investor,David Ballard,Chief Compliance Officer;Managing Member;President,"Champion Financial Planning Group, LLC",dballard@championfpg.com,,Salesforce
10881376,Inactive Investor,Kathy Lam,Assistant Vice President;Relationship Manager,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,kathy.ngocha.lam@citi.com,,Salesforce
11167649,Inactive Investor,Sait Onal,,"Transamerica Financial Advisors, Inc Camp Hill PA 3425 Simpson Ferry Rd",sait.onal@tfaconnect.com,,Salesforce
11165895,Inactive Investor,Alexas Collins,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alexas_collins@vanguard.com,,Salesforce
238475,,vikas.ganta@gmail.com Ganta,,[Unknown],vikas.ganta@gmail.com,,
11076977,Inactive Investor,Jonah Coleman,,"Wealth Enhancement Brokerage Services, LLC",jcoleman@wealthenhancement.com,,Salesforce
11181444,Inactive Investor,Rose Coonen,,NYLIFE Securities LLC Comstock Park MI 4582 W River Dr NE,rcoonen@ft.newyorklife.com,,Salesforce
9606693,,Valdemar Martinez,,,v.martinez32@live.com,,List import
11000371,Inactive Investor,David Saffran,,LPL Financial LLC Glen Burnie MD 6707 Ritchie Hwy,david.saffran@lpl.com,,Salesforce
10804539,Inactive Investor,Lisa Ogram,Associate Resident Director;First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Deland FL 230 N Woodland Blvd",lisa_ogram@ml.com,,Salesforce
10911468,Inactive Investor,Michelle Ziegler,,"VALIC Financial Advisors, Inc. Columbus OH 8720 Orion Pl",m.ziegler@valic.com,,Salesforce
10880219,Inactive Investor,Jason Posthumus,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jason_posthumus@vanguard.com,,Salesforce
10873563,Inactive Investor,Earl Shellner,,"Cooper Malone McClain, Inc.",,,Salesforce
10945202,Inactive Investor,Brian Schlotter,Financial Advisor,LPL Financial LLC Solon OH 30575 Bainbridge Rd,brian.schlotter@lpl.com,,Salesforce
10768516,Inactive Investor,Thomas Stiller,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,thomas.stiller@ubs.com,,Salesforce
11069369,Inactive Investor,Mary Battey,,Fidelity Brokerage Services LLC,,,Salesforce
10847167,Inactive Investor,Lindsay Key,,Morgan Stanley Roseville CA 1478 Stone Point Dr,,,Salesforce
11028438,Inactive Investor,Scott Huber,,State Farm VP Management Corp. Rochester NY 630 East Ave,scott.huber.jvjw@statefarm.com,,Salesforce
9562526,,Catherine Gateman,,,catherine.gateman@thrivent.com,,List import
11212754,Inactive Investor,Karen Yakubec,,J.P. Morgan Securities LLC Fort Myers FL 15770 New Hampshire Ct,karen.yakubec@chase.com,,Salesforce
10915810,Inactive Investor,David Stieber,,MWA Financial Services Inc. Wadsworth OH Private Residence,david.r.stieber@mwarep.org,,Salesforce
9569526,,nham Beatrice,,,nhambeat@gmail.com,,List import
10980396,Inactive Investor,Rita Esquenazi,Investment Consultant,"Charles Schwab & Co., Inc. Scarsdale NY 880 Central Park Ave",rita.esquenazi@schwab.com,,Salesforce
66833,,Adam Douglas,,"MML Investors Services, LLC",adamdouglas@financialguide.com,610-325-6100,
10753217,Inactive Investor,Glenda Meeks,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9643362,,Gregory McDermott,,,gjmcd100@gmail.com,,List import
11130604,Inactive Investor,Susan McDougal,,"Ameriprise Financial Services, LLC Oneida WI 1200 Centennial Centre Blvd",susie.mcdougal@ampf.com,,Salesforce
10964905,Inactive Investor,Justin Dulle,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",justin.dulle@nm.com,,Salesforce
9572486,,Affandy Abdul Rahim,,,afahim1005@gmail.com,,List import
11260945,Inactive Investor,Andrew Morgasen,Financial Planner,"Next Financial Group, Inc. Melville NY 425 Broadhollow Rd",,,Salesforce
10828290,Inactive Investor,Mitzi Michaelson,Managing Director;Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",mitzi_c_michaelson@ml.com,,Salesforce
11098371,Inactive Investor,Robert Coffin,,"Cambridge Investment Research, Inc. The Villages FL Private Residence",,,Salesforce
9563777,,Ahmad-Bassam OUEIDAT,,,aboueidat@hotmail.com,,List import
11140941,Inactive Investor,Todd Bracy,Financial Advisor,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",todd.bracy@wellsfargoadvisors.com,,Salesforce
11049741,Inactive Investor,Shane Workman,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,shane.workman@fmr.com,,Salesforce
11153777,Inactive Investor,Karen Zicht,Investment Advisor Representative,"CreativeOne Securities, LLC Wichita KS Private Residence",,,Salesforce
9636149,,Darrlyn Ladson,,,d.ladson@bridgeig.com,,List import
11208064,Inactive Investor,Scott Spiering,,"Anchor Bay Securities, LLC",scott@anchorbaycapital.com,,Salesforce
9635543,,Kristen Trotta,,,ktrotta@frontenac.com,,List import
10771396,Inactive Investor,Gregory Abate,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,gregory.abate@fidelity.com,,Salesforce
10796530,Inactive Investor,Lonnie Klecker,Financial Advisor,Edward Jones Janesville WI 4465 Milton Ave,lonnie.klecker@edwardjones.com,,Salesforce
10784238,Inactive Investor,Michael Costagliola,Senior Compliance Officer;Vice President,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",michael.costagliola@wellsfargoadvisors.com,,Salesforce
10656385,,Neil Lipsky,,,neil.lipsky@equitable.com,,List Import
10763915,Inactive Investor,Michael Fiechter,Financial Advisor,Edward Jones London KY 543 W Laurel Rd,mike.fiechter@edwardjones.com,,Salesforce
10774858,Inactive Investor,Forrest Patin,Owner;Partner,Grant Koehler & Levin Ltd.,,,Salesforce
10944700,Inactive Investor,Jennifer Irvine,Financial Advisor,Edward Jones Spencer IA 112 W 6th St,jennifer.irvine@edwardjones.com,,Salesforce
10832081,Inactive Investor,Dawna Larson,Supervisory Control Associate;Vice President,"Wells Fargo Clearing Services, LLC Georgetown TX 3727 Williams Dr",dawna.larson@wellsfargoadvisors.com,,Salesforce
10961615,Inactive Investor,Jane Smith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9594980,,Collin Waring,,,collin.waring@gmail.com,,List import
11076497,Inactive Investor,Christopher Fullbright,Financial Advisor,Advisory Services Network Austin TX 6500 River Place Blvd,,,Salesforce
10788656,Inactive Investor,Roger Hochstetler,Financial Advisor,Edward Jones Moses Lake WA 821 E Broadway Ave,roger.hochstetler@edwardjones.com,,Salesforce
11143621,Inactive Investor,Natalia Ruiz,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
90096,,Dwight Hakala,Advisor,"MML Investors Services, LLC",dhakala@financialguide.com,515-975-4621,
9575989,,Steven Resman,,,steven.resman@gmail.com,,List import
212364,,Hassan Tabbah,,[Unknown],htabbah@gmail.com,,
11129977,Inactive Investor,Peggy Reichenau,,Cetera Advisors LLC Fredericksburg TX 1027 S State Hwy 16,,,Salesforce
234572,, -,,[[Unknown]],michaelw0716@gmail.com,,Organic Search
10843067,Inactive Investor,Ting Chen,President;Principal;Senior Financial Advisor,TKC Wealth Management LLC,daniel.chen@tkcadvisors.com,,Salesforce
11046268,Inactive Investor,Chad Weber,,Cetera Financial Specialists LLC Peru IL 4110 Progress Blvd,chad.weber@ceterafs.com,,Salesforce
11191295,Inactive Investor,Scott Slade,Financial Advisor,"Wells Fargo Clearing Services, LLC La Mesa CA 5500 Grossmont Center Dr",scottslade@wellsfargo.com,,Salesforce
11098362,Inactive Investor,Christopher Vespe,,"TradeStation Securities, Inc.",cvespe@tradestation.com,,Salesforce
9645376,,Jaoquin de Soto,,,joaquin.desoto@citadel.com,,List import
10792652,Inactive Investor,Autumn Lafayette,,"MML Investors Services, LLC",alafayette@massmutual.com,,Salesforce
11213162,Inactive Investor,Theresa Palmquist,,Cetera Advisor Networks LLC Helena MT 111 N Last Chance Gulch,,,Salesforce
11019023,Inactive Investor,Ryan Vowell,,J.P. Morgan Securities LLC Mechanicsville VA 6357 Mechanicsville Tpke,,,Salesforce
10617622,,Jeffrey Auerbach,,,jeffrey.auerbach@equitable.com,,List Import
10790020,Inactive Investor,Danielle Willig,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",danielle_willig@ml.com,,Salesforce
10825783,Inactive Investor,Bonnie Bennetts,,"Wells Fargo Clearing Services, LLC El Segundo CA 2321 Rosecrans Ave",bonnie.bennetts@wellsfargoadvisors.com,,Salesforce
10961832,Inactive Investor,Scott Benson,,Fidelity Brokerage Services LLC,,,Salesforce
11019661,Inactive Investor,Bryan Smith,Wealth Management Advisor,Commonwealth Financial Network Savannah GA 7393 Hodgson Memorial Dr,,,Salesforce
11142980,Inactive Investor,Jack Burns,,J.P. Morgan Securities LLC Tampa FL 100 N Tampa St,jack.burns@jpmorgan.com,,Salesforce
11065452,Inactive Investor,Susan Haynie,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11148547,Inactive Investor,Freddie Aviles Gonzalez,,"Equitable Advisors, LLC Ponce 472 Tito Castro Ave",,,Salesforce
10849849,Inactive Investor,Timothy Maguire,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",timothy.maguire@equitable.com,,Salesforce
10761260,Inactive Investor,Kenneth Sergent,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
229169,, -,,[[Unknown]],sabster52@gmail.com,,Organic Search
10953149,Inactive Investor,Brady Beech,,"Northwestern Mutual Investment Services, LLC Grove City PA 160 S Broad St",brady.h.beech@nm.com,,Salesforce
56128,,Mark Mckinley,Chief Compliance Officer,Mckinley Financial,mmckinley@mckinleyfinancialadvisors.com,814-849-8586,Manual List Upload
11017893,Inactive Investor,Robert McCalmont,,"Cambridge Investment Research, Inc. Irwin PA 311 Main St",robert.mccalmont@cambridgesecure.com,,Salesforce
10841634,Inactive Investor,Janet Robinson,Chief Compliance Officer;Managing Member;Managing Partner;Regulatory Contact,"Oak Asset Management, LLC",jrobinson@oakasset.com,,Salesforce
9603959,,ANTHONY ANIELLO,,,aaniello@withum.com,,List import
11004246,Inactive Investor,William Petzold,,Cetera Advisors LLC Charleston SC 115 Fairchild St,,,Salesforce
10830154,Inactive Investor,Jayne Oertwig,,"Allstate Financial Services, LLC Brentwood CA 131 Sand Creek Rd",jayneoertwig@allstate.com,,Salesforce
10656890,,Deborah Keelan,,,debby.keelan@morganstanley.com,,List Import
10938439,Inactive Investor,Stella Binkevich,Head - Operations;Regulatory Contact,"Brooklyn Investment Group, LLC",,,Salesforce
10964416,Inactive Investor,Erik Kroll,Chief Compliance Officer;Financial Advisor;President,Hilltop Financial Advisors,,,Salesforce
11208878,Inactive Investor,Richard Rutkowski,,"Osaic Wealth, Inc. Englewood CO 5600 S Quebec St",,,Salesforce
10755480,Inactive Investor,Daniel Jobe,Financial Advisor,"VALIC Financial Advisors, Inc. Durham NC 3211 Shannon Rd",daniel.jobe@valic.com,,Salesforce
11110059,Inactive Investor,Robert Bieniek,Principal,"World Equity Group, Inc. Port Barrington IL Private Residence",rbieniek@weg1.com,,Salesforce
9565322,,Ginger Avitt,,,ginger.avitt@fidelity.com,,List import
10973042,Inactive Investor,Scott Cunningham,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",scott.cunningham@equitable.com,,Salesforce
10657500,,Lori Mendoza,,,lbozich@rothschildinv.com,,List Import
11149771,Inactive Investor,Matthew Garrison,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10936687,Inactive Investor,Rodger Guerra,,GWN Securities Inc. Burlington NJ Private Residence,rguerra@gwnsecurities.com,,Salesforce
10896685,Inactive Investor,Marshall Chambers,,Heritage Wealth Advisors,mchambers@heritagewealth.net,,Salesforce
10813381,Inactive Investor,Dennis Morris,,State Farm VP Management Corp. Shawnee OK 4400 N Kickapoo Ave,,,Salesforce
11096159,Inactive Investor,David Walker,,Country Capital Management Company Liberty Lake WA 695 N Legacy Ridge Dr,david.walker@countryfinancial.com,,Salesforce
9645667,,Charles Stevenson,,,charlespstevenson@gmail.com,,List import
11028028,Inactive Investor,John Toliuszis,Financial Professional,Money Concepts Capital Corp,jtoliuszis@moneyconcepts.com,,Salesforce
10904067,Inactive Investor,Terry Sterling,Senior Regional Leader,PFS Investments Inc. Largo FL 1725E E Bay Dr,terry.sterling@primerica.com,,Salesforce
11142676,Inactive Investor,Jessica Mariucci-Kurylowicz,Assistant Vice President - Client Service;Client Relationship Manager,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 250 Pearl St NW",,,Salesforce
11182497,Inactive Investor,Samuel Linowes,,Financial Telesis Inc Santa Monica CA 1460 4th St,,,Salesforce
10753669,Inactive Investor,Henrik Nielsen,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",henrik.nielsen@wellsfargoadvisors.com,,Salesforce
11007302,Inactive Investor,Mariano Garcia,,"Farmers Financial Solutions, LLC Marble Falls TX 809 12th St",mgarcia3@farmersagent.com,,Salesforce
10645144,,Jamie Jasinski,,,jamie.jasinski@primerica.com,,List Import
321672,,Erin Shelley,,Barron's,erin.shelley@barrons.com,,Manual List Upload
116186,,Jessica Welch,Portfolio Manager,Lowell Blake & Associates Inc.,jwelch@lowell-blake.com,617-422-0064,
11026861,Inactive Investor,Lucille Logozzo,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9609252,,Thomas Moore,,,mr.underson14515@gmail.com,,List import
10889781,Inactive Investor,Timothy French,Financial Advisor,J.P. Morgan Securities LLC Seattle WA 301 Broadway E,timothy.french@jpmorgan.com,,Salesforce
10818986,Inactive Investor,Elizabeth Olivera Gonzalez,Personal Banker,"Wells Fargo Clearing Services, LLC Winter Garden FL 3301 Daniels Rd",elizabeth.x.olivera@wellsfargo.com,,Salesforce
10954722,Inactive Investor,Nicholas Poole,,Fidelity Brokerage Services LLC,,,Salesforce
11049716,Inactive Investor,Darrin Chow,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,darrin.chow@fidelity.com,,Salesforce
9643292,,Mani Maran,,,inamimy@gmail.com,,List import
10790687,Inactive Investor,Brian Gonzales,,"Northwestern Mutual Investment Services, LLC Santa Fe NM 1421 Luisa St",brian.gonzales@nm.com,,Salesforce
10885400,Inactive Investor,Samuel Dudovitz,,"Truist Investment Services, Inc. Brentwood TN 5030 Thoroughbred Ln",,,Salesforce
10947158,Inactive Investor,Iva Cuko,Investment Advisor,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,iva.cuko@chase.com,,Salesforce
11217407,,Jayne Deutmeyer,,,jayne.burcham@lpl.com,,Other
11140010,Inactive Investor,Michael Apsell,,LPL Financial LLC Tucson AZ Private Residence,michael.apsell@lpl.com,,Salesforce
11190921,Inactive Investor,Brian Mulvaney,,LPL Financial LLC New Rochelle NY 88 4th St,,,Salesforce
10930369,Inactive Investor,Lesa Moose,,LPL Financial LLC Harpers Ferry IA 415 W Chestnut St,lesa.moose@lpl.com,,Salesforce
10830569,Inactive Investor,Joseph Aldi,,Morgan Stanley Red Bank NJ 20 Linden Pl,joseph.aldi@morganstanley.com,,Salesforce
10771516,Inactive Investor,Colin Leisy,,"Avantax Investment Services, Inc. Wilson NC 2810 Fieldstream Dr N",,,Salesforce
11057912,Inactive Investor,John Thorsen,Managing Director,"Wells Fargo Advisors Financial Network, LLC Orlando FL 315 E Robinson St",,,Salesforce
11161200,Inactive Investor,Nilda Cintron,,PFS Investments Inc. Land O Lakes FL 3632 Land O Lakes Blvd,nilda.cintronirizarry@primerica.com,,Salesforce
10816132,Inactive Investor,William Chism,,J.P. Morgan Securities LLC Round Rock TX 1111 N Interstate 35,,,Salesforce
10761121,Inactive Investor,Rhad Keel,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Great Falls MT 101 River Dr N",rhad.keel@rbc.com,,Salesforce
9560574,,Ron Porter,,,itzron@yahoo.com,,List import
10951965,Inactive Investor,Melissa Kledis,Financial Advisor,LPL Financial LLC Asheville NC Private Residence,melissa.kledis@lpl.com,,Salesforce
11083490,Inactive Investor,Nikolina Cuca,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",nikolina.cuca@nm.com,,Salesforce
10606726,,Victoria Padala,"Private Client Manager, Senior Vice President, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",victoria.padala@bofa.com,631-547-7464,List Import
10847849,Inactive Investor,Michael Dukovich,Financial Advisor;Vice President,"RBC Capital Markets, LLC Sewickley PA 1605 Carmody Ct",michael.dukovich@rbc.com,,Salesforce
11211807,Inactive Investor,Jeremy Sweeney,Private Wealth Advisor,"Ameriprise Financial Services, LLC Franklin TN 8086 Berry Farms Xing",jeremy.r.sweeney@ampf.com,,Salesforce
9578586,,Peter Morici,,,pete.morici@alumni.purdue.edu,,List import
11070596,Inactive Investor,Casey Lytle,,Edward Jones Ottawa KS 101 N Main St,,,Salesforce
9579551,,Timothy Olmstead,,,osj@signatureadvisors.com,,List import
11013852,Inactive Investor,Arnold Rivas-Griswold,,PFS Investments Inc. Houston TX 1400 Broadfield Blvd,arivas-griswold@primerica.com,,Salesforce
9605558,,Jessica Bemer,,,jbemer@snowcm.com,,List import
9588414,,Erik Morris,,,emorris@roarkcapital.com,,List import
10949181,Inactive Investor,Joseph Simpson,,"EverSource Wealth Advisors, LLC Jackson MS 4500 IH 55 N",,,Salesforce
10957796,Inactive Investor,Steven Felman,,Commonwealth Financial Network Mishawaka IN 113 Lincolnway W,sfelman@commonwealth.com,,Salesforce
11048145,Inactive Investor,Morgan Pratt,,"International Research Securities, Inc.",,,Salesforce
11062863,Inactive Investor,Joanna Moran,,Cetera Advisor Networks LLC Reno NV 6745 Sierra Center Pkwy,moranj@ceteranetworks.com,,Salesforce
10818890,Inactive Investor,Craig Blasiman,,"Hantz Financial Services, Inc. Taylor MI 22919 Eureka Rd",craig.blasiman@hantzgroup.com,,Salesforce
234715,, -,,[[Unknown]],giangio61@gmail.com,,
10912930,Inactive Investor,Maxence Hardy,,J.P. Morgan Securities LLC,maxence.hardy@jpmorgan.com,,Salesforce
10830824,Inactive Investor,Kenneth Lang,,"Wells Fargo Advisors Financial Network, LLC Littleton CO 1899 W Littleton Blvd",bruce.lang@wfafinet.com,,Salesforce
10853379,Inactive Investor,Tara Barfield,,"Truist Investment Services, Inc.",tara.barfield@truist.com,,Salesforce
9634100,,Ilya Evdokimov,,,evdokimov.ilya@gmail.com,,List import
10611353,,David Lewson,"First Vice President, Senior Financial Advisor",,david_lewson@ml.com,,List Import
10983371,Inactive Investor,Syed Shahkar Faiz,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,syed.faiz@jpmorgan.com,,Salesforce
74596,,Claudia Hayden,,Regatta Research & Money Management L.L.C.,claudia@regattaresearch.com,504-831-4636,
10924427,Inactive Investor,Launa Rohar,Financial Advisor;Senior Client Service Associate,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,launa.rohar@opco.com,,Salesforce
10802483,Inactive Investor,James Hobbs,Member;Secretary;Treasurer,"Monetary Solutions, Ltd.",,,Salesforce
11089758,Inactive Investor,Philip Switzer,,Tocqueville Securities L.P.,pswitzer@tocqueville.com,,Salesforce
10831741,Inactive Investor,Mark McKimmins,,"Grove Point Investments, LLC Utica OH Private Residence",mmckimmins@hbeckinc.com,,Salesforce
11140002,Inactive Investor,Harry Headrick,Investment Consultant,LPL Financial LLC Longview TX 2290 Callahan Rd,harry.headrick@lpl.com,,Salesforce
11037321,Inactive Investor,Travis Carroll,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10926141,Inactive Investor,Ricky Estes,Financial Advisor,Edward Jones Burleson TX 312 E Renfro St,ricky.estes@edwardjones.com,,Salesforce
9550372,,Darawan Saehia,,,darawan.sae@gmail.com,,List import
11005349,Inactive Investor,Scott Pellowski,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10989792,Inactive Investor,Connor Zuch,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,connor.zuch@fmr.com,,Salesforce
10785446,Inactive Investor,Steven Kane,Financial Advisor,Commonwealth Financial Network Pittsford NY 179 Sullys Trl,skane@commonwealth.com,,Salesforce
8017,, -,,[[Unknown]],rukin563@gmail.com,,Initial Salesforce Import
10895766,Inactive Investor,Jack Thacker,,"Realta Equities, Inc. Bristol VA 951 Cumberland St",,,Salesforce
11219413,,Jean Apruzzese,,,jmapruzzese@draadvisors.com,,Other
10976819,Inactive Investor,Alana Preston,,The Huntington Investment Company Columbus OH 2110 Tremont Ctr,alana.preston@huntington.com,,Salesforce
11135983,Inactive Investor,Shaun Gill,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
336358,,Matthew Bappert,Senior Portfolio Manager,"Northern Oak Wealth Management, Inc.",mbappert@northern-oak.com,414-278-0590,Manual List Upload
10811223,Inactive Investor,Gregory Prahser,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC El Segundo CA 2361 Rosecrans Ave",greg.prahser@rbc.com,,Salesforce
10657298,,Martin Josten,,,martin.josten@ceterawealth.com,,List Import
240337,,Mark Sales,,[Unknown],marksales32@gmail.com,,Direct
49945,,Jeffrey Evans,Senior Financial Advisor,CAPTRUST,jeff.evans@captrustadvisors.com,610-865-2600,
622,,,,,mparkerd@rcn.com,,
10868071,Inactive Investor,Perla Thomas,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,thomasp@ft.newyorklife.com,,Salesforce
10656759,,Christopher Hendricks,,,christopher.hendricks@fmr.com,,List Import
11160815,Inactive Investor,Garrett Kaumeyer,Wealth Management Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,,,Salesforce
6610852,,Vikram Singh,,,singhvikram14367@gmail.com,,Web Form Fillout
11063484,Inactive Investor,Robert Wildi,Audit Principal;Member,C & J Wealth Advisors Oak Ridge TN 575 Oak Ridge Tpke,,,Salesforce
10762453,Inactive Investor,Charles Ballou,,"Raymond James Financial Services, Inc. Columbus OH 4672 Larwell Dr",charles.ballou@raymondjames.com,,Salesforce
9641859,,Michel Charron,,,michel.charron@pbiactuariat.ca,,List import
11069114,Inactive Investor,Michael Feeney,Financial Advisor,Commonwealth Financial Network,mfeeney@commonwealth.com,,Salesforce
9613139,,John Creswell,,,john.creswell@dpimc.com,,List import
10910028,Inactive Investor,Jennifer Lazarus,Financial Planner;Owner,Lazarus Financial Planning,jennifer@lazarusfp.com,,Salesforce
10781334,Inactive Investor,Christopher Connolly,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",cconnolly@tiaa-cref.org,,Salesforce
11081469,Inactive Investor,Konrad Osa,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,konrad_osa@vanguard.com,,Salesforce
10874254,Inactive Investor,William Lynn,Financial Advisor;Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",w.matthew.lynn@bofa.com,,Salesforce
10956219,Inactive Investor,William Montplaisir,Financial Advisor,LPL Financial LLC Columbia MO 315 Bernadette Dr,william.montplaisir@lpl.com,,Salesforce
11172231,Inactive Investor,Joseph Sehlhorst,District Leader,PFS Investments Inc. Findlay OH 1318 N Main St,joseph.sehlhorst@primerica.com,,Salesforce
9637214,,Daniel Chornous,,,dan.chornous@rbc.com,,List import
10780500,Inactive Investor,Tracy Schurter,Senior Private Client Associate,Janney Montgomery Scott LLC Wyncote PA 8101 Washington Ln,tschurter@janney.com,,Salesforce
10920104,Inactive Investor,Kenneth Hullings,,LPL Financial LLC San Diego CA 4707 Executive Dr,ken.hullings@lpl.com,,Salesforce
4604902,,Seth DeHaven,,,seth_dehaven@yahoo.com,,Web Form Fillout
10880619,Inactive Investor,Benjamin Collier,Member;President,MariPau Wealth Management LLC,ben@collierfinancial.com,,Salesforce
9601824,,Michael Mann,,,mike.mann@profitscore.com,,List import
208398,,Ellen Fowler,,[Unknown],ellenfowler831@gmail.com,,source
9644207,,Migsar Navarro,,,migsar.navarro@gmail.com,,List import
345383,,Sara Borazan,"Director, Business Development",North Capital,sborazan@northcapital.com,415-315-9916,Manual List Upload
10869230,Inactive Investor,Sharon Lund,Principal,"Sharon Lund, Financial Planning, Inc.",,,Salesforce
9591616,,Todd Farrell,,,toddsfarrell@yahoo.com,,List import
11112489,Inactive Investor,Evelyn Gonzalez,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",evelyn_f_gonzalez@ml.com,,Salesforce
10822113,Inactive Investor,Jason Straub,Financial Advisor,Morgan Stanley Paducah KY 5158 Village Sq,jason.straub@ubs.com,,Salesforce
10845121,Inactive Investor,Caitlin Gilligan,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",caitlin.gilligan@ml.com,,Salesforce
11129063,Inactive Investor,David Briggs,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",,,Salesforce
10941899,Inactive Investor,Mathew Tomlin,,"J.W. Cole Financial, Inc.",,,Salesforce
9617254,,Xan Dupras,,,dandupras@gmail.com,,List import
11128579,Inactive Investor,Lucas Staub,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Peoria IL 6746 N Frostwood Pkwy",lucas.staub@equitable.com,,Salesforce
236683,, -,,[[Unknown]],cwmadeline@gmail.com,,
10793725,Inactive Investor,Emilio Mejia,,"Alterna Securities, Inc.",emejia@actinversecurities.com,,Salesforce
11026493,Inactive Investor,Christopher Allen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
91096,,Amy Forman,Financial Associate,Thrivent Investment Management Inc.,amy.forman@thrivent.com,301-799-5009,
10852667,Inactive Investor,Miyoko Segawa,Investment Advisor Representative;Wealth Management Advisor,LPL Financial LLC Clackamas OR 9200 SE Sunnybrook Blvd,miyoko.segawa@lpl.com,,Salesforce
11032117,Inactive Investor,Allison Smith,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",allison.smith@nm.com,,Salesforce
11159098,Inactive Investor,Brian Crowley,Senior Vice President - Investments,"Raymond James & Associates, Inc. Clifton Park NY 5 Maxwell Dr",brian.crowley@raymondjames.com,,Salesforce
10816082,Inactive Investor,Ronald Erickson,,"FBL Marketing Services, LLC Albion NE 124 N 4th St",ronald.erickson@fblfinancial.com,,Salesforce
335212,,Joseph Turley,Financial Advisor,Public Safety Financial/galloway,joseph@galloway911.com,480-325-8668,Manual List Upload
9578070,,Michael Miller,,,michael.miller@lfg.com,,List import
9558156,,Sana Ahmad,,,sanaahmad393@gmail.com,,List import
10874095,Inactive Investor,Diane Anderson,,PFS Investments Inc. Hillsboro OR 2977 SE 75th Ave,diane.anderson@primerica.com,,Salesforce
10910603,Inactive Investor,Gregory Walters,Partner;Wealth Advisor,Corient Newport Beach CA 500 Newport Center Dr,greg@corient.com,,Salesforce
10831522,Inactive Investor,Cynthia Pierce,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",cynthia_pierce@ml.com,,Salesforce
11184375,Inactive Investor,Gregory Borgosz,,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",gborgosz@financialguide.com,,Salesforce
11042931,Inactive Investor,Karena Bagwell,Financial Advisor,Edward Jones Cary NC 1400 Crescent Grn,karena.bagwell@edwardjones.com,,Salesforce
11193580,Inactive Investor,Shannon Kolnsberg,,"Wells Fargo Clearing Services, LLC",shannon.kolnsberg@wellsfargoadvisors.com,,Salesforce
10794483,Inactive Investor,Glen Buco,Director;President;Regulatory Contact,"West Financial Services, Inc.",gbuco@westfinancial.com,,Salesforce
11172257,Inactive Investor,Eric Schaefermeyer,,D.A. Davidson & Co. Port Angeles WA 917 E Front St,eschaefermeyer@dadco.com,,Salesforce
10833566,Inactive Investor,Angela Goodwin,,Thrivent Investment Management Inc.,angela.goodwin@thrivent.com,,Salesforce
9603391,,CLAUDIA GIRALDO,,,claudia@bambupr.com,,List import
11183719,Inactive Investor,Ashley Kaiser,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,ashley.kaiser@ubs.com,,Salesforce
11027092,Inactive Investor,Corbin Yutzy,,"Packerland Brokerage Services, Inc. Hutchinson KS 15 E 30th Ave",corbin_yutzy@packerlandbrokerage.com,,Salesforce
11040302,Inactive Investor,Brenton Simonson,Vice President,LPL Financial LLC,brenton.simonson@lpl.com,,Salesforce
11217364,,Andrew Oden,,,aoden@lincolninvestment.com,,Other
10918803,Inactive Investor,Michelle Reed,Financial Advisor,LPL Financial LLC Satellite Beach FL 2020 Hwy A1a,michelle.reed@lpl.com,,Salesforce
11155385,Inactive Investor,Thomas Van Dellen,,Cetera Financial Specialists LLC South Holland IL 17075 S Park Ave,,,Salesforce
10973963,Inactive Investor,Kayla Marler,,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",krmarler@ftb.com,,Salesforce
11156324,Inactive Investor,Shelley Holbrooks,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Clemson SC 600 College Ave",shelley.holbrooks@benjaminfedwards.com,,Salesforce
342712,,Thomas Chamberlain,Director,"T Ventures Management Co, Ltd.",tom@telstra.com,614-164-93313,Manual List Upload
10937810,Inactive Investor,Brian Duckworth,Financial Consultant,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",brian.duckworth@equitable.com,,Salesforce
10764296,Inactive Investor,Salim Nazkani,,Flagstar Advisors,salim.nazkani@flagstar.com,,Salesforce
370595,,judson atkins,,United States,judson0atkins@gmail.com,,Salesforce
11031060,Inactive Investor,Blaine Conklin,Chief Investment Officer,Berger Financial Group Minneapolis MN 1695 Hwy 169 N,blaine@bergerfinancial.com,,Salesforce
9574536,,Arthur Lane,,,alane@wisdirect.com,,List import
10977361,Inactive Investor,James Carr,,Cetera Investment Services LLC Columbiana AL 21325 Hwy 25,,,Salesforce
57045,,Christopher Butz,"Financial Advisor, Principal",CAPTRUST,chris.butz@captrustadvisors.com,610-865-2600,
11190795,Inactive Investor,Kevin Kramer,Financial Advisor,Edward Jones Wilmington NC 1505 Medical Center Dr,kevin.m.kramer@edwardjones.com,,Salesforce
53849,,Patrick Drazga,"Manager, member, Chief Compliance Officer","Drazga Wealth Advisors, Llc",pat@drazga-wealthadvisors.com,724-799-8759,Manual List Upload
351662,,Cheryl Pate,Senior Portfolio Analyst,"Angel Oak Capital Advisors, Llc",cheryl.pate@angeloakcapital.com,404-953-4900,Manual List Upload
11051225,Inactive Investor,Gene McAbee,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Paso Robles CA 1337 Vine St",,,Salesforce
9593837,,Niko Daykar,,,iamniko_o@me.com,,List import
10974237,Inactive Investor,Jared Harmon-Moore,,PFS Investments Inc. Lawrence KS 901 Kentucky St,jharmonmoore@primerica.com,,Salesforce
9578528,,zhang heyun,,,494409666@qq.com,,List import
246356,,Not Provided,Senior Legal Counsel,Swedbank,aleksandrs.lescinskis@swedbank.lv,,Manual List Upload
10850148,Inactive Investor,John Jacobs,Director;President;Treasurer,Jacobs & Company,jjacobs@jacobsandcompany.com,,Salesforce
10771051,Inactive Investor,Derek Salliotte,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",derek.salliotte@ml.com,,Salesforce
10647774,,Charles Willhoit,,,charlie@iwpfo.com,,List import
10899450,Inactive Investor,Aaron Leland,Financial Advisor,Apella Wealth Bellevue WA 2821 Northup Way,,,Salesforce
9633506,,Byron Burns,,,blburns32@gmail.com,,List import
11174237,Inactive Investor,Christopher Gallardo,,J.P. Morgan Securities LLC New Orleans LA 4525 Chef Menteur Hwy,christopher.gallardojr@chase.com,,Salesforce
368010,,Mike Skoric,President,,mmskoric@yahoo.com,8105991187,Webinar
11133044,Inactive Investor,Tai Le,,J.P. Morgan Securities LLC Fremont CA 39395 Paseo Padre Pkwy,tai.le@jpmorgan.com,,Salesforce
11151282,Inactive Investor,Joseph Brand,Financial Advisor,Edward Jones Salem MO 907 S Pershing Ave,joe.brand@edwardjones.com,,Salesforce
9628700,,Dima Bondar,,,dionisiosare@gmail.com,,List import
11066739,Inactive Investor,Stephanie Martin,,"Raymond James Financial Services, Inc. Ocala FL 2201 SE 30th Ave",stephanie.martin@raymondjames.com,,Salesforce
9622992,,Sankha Banerjee,,,sankha80@gmail.com,,List import
11113390,Inactive Investor,Ashna Sharma,Business Development Associate;Client Service Associate,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,ashna.sharma@morganstanley.com,,Salesforce
220463,,Thomas Herbel,,[[Unknown]],herbeltr@gmail.com,,Organic Search
9554185,,Joachim Yazigi,,,joachim.yazigi@gmail.com,,List import
11229665,Inactive Investor,Daniela Angel,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",,,Salesforce
10888989,Inactive Investor,Jay Greenburg,,"Bruce A. Lefavi Securities, Inc.",jgreenburg@lefavi.com,,Salesforce
10919970,Inactive Investor,Braedon Straub-Crawford,,"Wells Fargo Clearing Services, LLC Littleton CO 6733 S University Blvd",,,Salesforce
10913031,Inactive Investor,Cody Demmel,Financial Advisor,Morton Brown Family Wealth LLC,cdemmel@mortonbrownfw.com,,Salesforce
10970090,Inactive Investor,Larina Coutinho,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10796527,Inactive Investor,Vanessa Burnett,Chief Executive Officer;Chief Operating Officer;Partner;Senior Wealth Manager,Bridge Advisory LLC,vanessa@bridgeadvisory.com,,Salesforce
9589892,,Samir Thakkar,,,samir@2020fa.com,,List import
11025817,Inactive Investor,Carl Nystuen,Senior Financial Advisor,D.A. Davidson & Co. Bozeman MT 1101 E Main St,cnystuen@dadco.com,,Salesforce
9586775,,Mark Anderson,,,mark.anderson@lazard.com,,List import
10954360,Inactive Investor,Akimori Ikeda,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,aikeda@ft.newyorklife.com,,Salesforce
9643595,,Peter Spitalieri,,,spitalieri@pasco-group.com,,List import
10763906,Inactive Investor,Hector Fernandez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",hector2_fernandez@ml.com,,Salesforce
10942658,Inactive Investor,Daniel Cascallar,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11109205,Inactive Investor,Deborah Samala,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,deborah.samala@primerica.com,,Salesforce
10973645,Inactive Investor,Timothy Palmer,,"Allstate Financial Services, LLC Melbourne FL 4800 Dairy Rd",timpalmer@allstate.com,,Salesforce
11223189,,Pierre Allard,,,pallard@nbcsecurities.com,,List Import
11100389,Inactive Investor,Ryan Dugan,Vice President - Operations,"Morgan Stevens Asset Management, LLC Coto De Caza CA Private Residence",ryan@morganasset.com,,Salesforce
10830300,Inactive Investor,Barry Ellis,,"Wells Fargo Advisors Financial Network, LLC Peachtree City GA 2338 Hwy 54",barry.ellis@wfafinet.com,,Salesforce
334994,,Steven Nelson,Managing Partner,Prairiewood Wealth Management,steven.nelson@prairiewoodvalue.com,701-234-0521,Manual List Upload
11163684,Inactive Investor,Jacqueline Perry,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",jacqueline.r.perry@ml.com,,Salesforce
11036645,Inactive Investor,Pinar Etienne,,J.P. Morgan Securities LLC Mission Viejo CA 23992 Alicia Pkwy,pinar.etienne@jpmorgan.com,,Salesforce
10840568,Inactive Investor,Robert Woodend,Financial Advisor,"Ameriprise Financial Services, LLC Germantown TN 9037 Poplar Ave",robert.d.woodend@ampf.com,,Salesforce
10644640,,Matthew Bennett,,,mbennett1@farmersagent.com,,List Import
11222957,,John Zachary,,,jzachary@cfnmail.com,,List Import
10793353,Inactive Investor,Jay Pangelinan,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,jay.pangelinan@jpmorgan.com,,Salesforce
11167872,Inactive Investor,Derek Sandell,Financial Advisor,Edward Jones Portland OR 15350 SW Sequoia Pkwy,derek.sandell@edwardjones.com,,Salesforce
11033072,Inactive Investor,Shin Woo,Senior Account Administrator,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 4353 Tilly Mill Rd",shin.woo@wfafinet.com,,Salesforce
11203868,Inactive Investor,Jacky Leung,,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,jacky.leung@primerica.com,,Salesforce
10775628,Inactive Investor,Spencer Curtis,Associate Vice President;Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,spencer.curtis@morganstanley.com,,Salesforce
11019422,Inactive Investor,Stephan Rinehart,,"Citizens Securities, Inc. San Francisco CA 600 Montgomery St",stephan.rinehart@citizensbank.com,,Salesforce
10880977,Inactive Investor,Mark Rothman,,NYLIFE Securities LLC Scottsdale AZ Private Residence,mrothman@ft.newyorklife.com,,Salesforce
10823760,Inactive Investor,Alexandre Santos Leal,,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
9618162,,Philip Dumas,,,philip.dumas@citadel.com,,List import
67760,,Frank Feola,,Eagle Strategies LLC,ffeola@ft.newyorklife.com,,
10790616,Inactive Investor,David Marvin,Chairman;Chief Executive Officer;Director;Portfolio Manager,Marvin & Palmer Associates,,,Salesforce
10837472,Inactive Investor,Karin Nilsson,Financial Advisor,LPL Financial LLC Seattle WA 12537 15th Ave NE,karin.nilsson@lpl.com,,Salesforce
10909304,Inactive Investor,Isidro Huerta,,Kovack Securities Inc. Miami FL 814 Ponce De Leon Blvd,isidro@kovacksecurities.com,,Salesforce
11196317,Inactive Investor,Neil Cangiolosi,,State Farm VP Management Corp.,neilcangiolosi@statefarm.com,,Salesforce
11125376,Inactive Investor,Muhammad Khan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10858218,Inactive Investor,Amir Brenner,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,amir.brenner@morganstanley.com,,Salesforce
11030837,Inactive Investor,Scott Veltman,,"Raymond James Financial Services, Inc. Grand Rapids MI 741 E Beltline Ave NE",scott.veltman@raymondjames.com,,Salesforce
341736,,Philippe Martin-Achard,Relationship Manager,Pictet Asset Management (singapore) Pte Ltd,pmartin-achard@pictet.com, -62393,Manual List Upload
11254700,Inactive Investor,Julie Hearn,,Morgan Stanley Fairhope AL 7530 Parker Rd,,,Salesforce
9597990,,Matthew Loeffler,,,mloeffler@financialengines.com,,List import
11131285,Inactive Investor,David Tofel,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Fairview PA Private Residence",david.d.tofel@ampf.com,,Salesforce
11128551,Inactive Investor,Emily Emr,,Vanguard Marketing Corporation,emily_emr@vanguard.com,,Salesforce
10772336,Inactive Investor,Joseph Juliano,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",joe.juliano@ml.com,,Salesforce
10748126,,Anderson Jamez,,,andersonjamza@gmail.com,,Web Form Fillout
10864601,Inactive Investor,Magaly Perez,,Cetera Advisor Networks LLC Nesconset NY 207 Smithtown Blvd,,,Salesforce
11064974,Inactive Investor,James Granich,,"Raymond James Financial Services, Inc. Lutz FL 17878 N US Hwy 41",jim.granich@raymondjames.com,,Salesforce
11212473,Inactive Investor,Saif Qarni,,J.P. Morgan Securities LLC Houston TX 600 Travis St,saif.u.qarni@jpmorgan.com,,Salesforce
10815119,Inactive Investor,Kelsey Regan,Senior Financial Advisor;Vice President,Morgan Stanley Plano TX 7500 Dallas Pkwy,kelsey.merritt@ml.com,,Salesforce
10882896,Inactive Investor,Logan Dietel,Chief Financial Officer;Vice President,"Cornermen Financial, LLC",logan@cornermenfinancial.com,,Salesforce
11127043,Inactive Investor,Michael Bruno,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11085540,Inactive Investor,Frank Carbone,Team Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",fcarbone@ml.com,,Salesforce
10762993,Inactive Investor,Kevin Cahoon,Financial Advisor;Senior Vice President,Morgan Stanley Seattle WA 601 Union St,kevin.cahoon@morganstanley.com,,Salesforce
10926909,Inactive Investor,Christopher Smitherman,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
338076,,Michael Kroll,Director,"Wiss Private Client Advisors, Llc",mkroll@wiss.com,973-577-2872,Manual List Upload
10816884,Inactive Investor,William Elliott,,"Northwestern Mutual Investment Services, LLC Marietta OH 4800 State Rte 60",ryan.elliott@nm.com,,Salesforce
10952089,Inactive Investor,Joshua Modabber,,Wedbush Securities Inc.,joshua.modabber@wedbush.com,,Salesforce
210467,,Anand Cherian,,[Unknown],anand7060@gmail.com,,Organic Search
11006402,Inactive Investor,Michael Burr,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
10843496,Inactive Investor,Regina Vassia,,Cetera Advisor Networks LLC Fullerton CA 801 E Chapman Ave,vassiar@ceteranetworks.com,,Salesforce
10899736,Inactive Investor,Charles Etuko,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
10644573,,Francis Oelerich,,,fjoiii@xmscapital.com,,List Import
9639267,,Jerry Long,,,jerry.long@srpnet.com,,List import
179634,,Eleanor Powell,"Executive Director, Investor Relations",[Unknown],epowell@estee.com, +1 212 572 4088,Database Upload
10808290,Inactive Investor,John Quinn,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",john.quinn@valic.com,,Salesforce
11130037,Inactive Investor,Jeffrey Janeway,Financial Advisor,"Harbour Investments, Inc. Edmonds WA 120 5th Ave S",,,Salesforce
10755885,Inactive Investor,Robert Law,Division President;Divisional President,"Synovus Securities, Inc. Atlanta GA 3400 Overton Park Dr SE",,,Salesforce
11166878,Inactive Investor,Jeffrey Bazoian,,"Fifth Third Securities, Inc. Heber City UT Private Residence",jeffrey.bazoian@53.com,,Salesforce
463,,,,,JakeSkillman16754@mail.ru,,
11028867,Inactive Investor,Ruben Vilorio,,"DFPG Investments, LLC",,,Salesforce
11087250,Inactive Investor,Casey Fox,,LPL Financial LLC Savage MN 8770 Egan Dr,casey.fox@lpl.com,,Salesforce
11099656,Inactive Investor,Edgerly Perreault,Chief Compliance Officer;Portfolio Manager,Eagle Bluffs Wealth Management LLC,edgerly.roberts@eaglebluffs.com,,Salesforce
10759139,Inactive Investor,Amardeep Paul,Financial Advisor,"Wells Fargo Clearing Services, LLC Laguna Beach CA 265 Ocean Ave",deep.paul@wellsfargoadvisors.com,,Salesforce
11108564,Inactive Investor,Nathan Berry,,"MML Investors Services, LLC Presque Isle ME 34 North St",,,Salesforce
11048697,Inactive Investor,John Clendening,Chief Executive Officer;Founder,Earned Wealth New York NY 30 Irving Pl,john@formefinancial.com,,Salesforce
11056518,Inactive Investor,Chase Wenger,,PFS Investments Inc. Chambersburg PA 1930 Scotland Ave,66gtt@primerica.com,,Salesforce
9543737,,minchan jung,,,jung8508@gmail.com,,List import
10911356,Inactive Investor,Philip Miller,Partner,"Integrated Financial Strategies, LLC Concord NC 400 Penny Ln",,,Salesforce
9635879,,Jason Feilke,,,jfeilke@meridiania.com,,List import
335490,,Michael Bertani,Trading Assistant,"Mdt Advisers, A Division Of Federated Mdta Llc",mbertani@mdtadvisers.com,617-235-7100,Manual List Upload
10814908,Inactive Investor,David Boren,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9547877,,Jon Michna,,,jonmmichna@gmail.com,,List import
9558451,,Brian McDowell,,,brian.mcdowell@unitedcp.com,,List import
9617700,,Luke Schaefer,,,lschaefer@carlsoncapital.com,,List import
9616554,,Gdgb Gfhb,,,vdfhj@hfg.com,,List import
9554073,,amila name,,,amilanma@gmail.com,,List import
10933267,Inactive Investor,Adam Reeves,,Cetera Advisor Networks LLC Pulaski TN 115 S 2nd St,,,Salesforce
11062428,Inactive Investor,James Orr,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Menlo Park CA 64 Willow Pl,james.orr1@ubs.com,,Salesforce
10869970,Inactive Investor,John Zimmer,,NYLIFE Securities LLC Metairie LA Private Residence,johnzimmer@ft.newyorklife.com,,Salesforce
11140572,Inactive Investor,Andrew Difiore,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,,,Salesforce
10757085,Inactive Investor,Matthew Snyder,Associate Director - Portfolio Management,Morgan Stanley Norwell MA 141 Longwater Dr,matthew.snyder@morganstanley.com,,Salesforce
339074,,Shane Mccarthy,Managing Partner,"Enhanced Capital Partners, Llc",smccarthy@enhancedcapital.com,504-569-7900,Manual List Upload
9550262,,Sara Young,,,sara.young@transamerica.com,,List import
11000024,Inactive Investor,Joseph Lafferty,,"Allstate Financial Services, LLC Chadds Ford PA 1620 Baltimore Pike",josephlafferty@allstate.com,,Salesforce
11032492,Inactive Investor,Robert Gonzalez,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",gonzaler@wellsfargo.com,,Salesforce
10799948,Inactive Investor,Juan Vazquez,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,juan.gironvazquez@ubs.com,,Salesforce
340636,,Nabeel Abdoula,Partner,Fulcrum Asset Management Llp,nabeel.abdoula@fulcrumasset.com,442-070-166450,Manual List Upload
11095659,Inactive Investor,Julie Green,Financial Advisor,Money Concepts Capital Corp Coopersville MI Private Residence,jgreen@moneyconcepts.com,,Salesforce
10918249,Inactive Investor,David Mulnix,Wealth Advisor,LPL Financial LLC Kalispell MT 104 Westview Park Pl,david.mulnix@lpl.com,,Salesforce
10775328,Inactive Investor,Frank Hahn,,"Register Financial Associates, Inc.",,,Salesforce
10842502,Inactive Investor,Brian Wong,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",brian.wong@schwab.com,,Salesforce
9576985,,Thomas Hayn,,,thomas.hayn@citizenssecurities.com,,List import
10489002,,Jeffrey Bottorff,Managing Director,"Charles Schwab & Co., Inc. Plano TX 5601 Granite Pkwy",jlbottorff@earthlink.net,,List Import
10620018,,Cameron Mayfield,,,cmayfield@firstsecurebank.com,,List Import
215813,,James Middleton,,Middleton Enterprises,james@middletonenterprises.com,4.47788E+11,Organic Search
11191711,Inactive Investor,Donna Toth,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Johnson City TN 206 Princeton Rd",donna_b_toth@ml.com,,Salesforce
11003522,Inactive Investor,John Gorse,,J.P. Morgan Securities LLC San Francisco CA 401 California St,,,Salesforce
11126721,Inactive Investor,David Johnson,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",david.h.johnson@nm.com,,Salesforce
10807970,Inactive Investor,Dustin Mcconnell,Financial Advisor,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,dustin.mcconnell@ubs.com,,Salesforce
10898298,Inactive Investor,Kristen Arrington,Financial Advisor,Edward Jones Duncan OK 1245 W Main St,kristen.arrington@edwardjones.com,,Salesforce
11143746,Inactive Investor,Sara McConnell,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",,,Salesforce
9547940,,Stephen Russell Dickey,,,sdi3532325@aol.com,,List import
11200651,Inactive Investor,Andrew Slay,Managing Principal,Kennondale Capital Management,andrew.slay@kennondale.com,,Salesforce
9618689,,Jayson M Jumaquio -,,,jumaquio.jayson.mallari@gmail.com,,List import
11208665,Inactive Investor,Mark Gottschalk,Financial Consultant,Thrivent Investment Management Inc. Midlothian VA 13807 Village Mill Dr,mark.gottschalk@thrivent.com,,Salesforce
9571587,,karan chabba,,,kchabba@hotmail.com,,List import
10804190,Inactive Investor,Casey Winningham,,Cetera Investment Services LLC San Jose CA 1737 N 1st St,casey.winningham@ceterainvestors.com,,Salesforce
227598,, -,,[[Unknown]],megmk@me.com,,
11108390,Inactive Investor,William Dudley,,"Lion Street Financial, LLC Winter Park FL 1089 W Morse Blvd",wdudley@lionstreet.com,,Salesforce
11119405,Inactive Investor,Douglas Phillips,Financial Advisor,Edward Jones Lebanon OR 2604 S Main Rd,doug.phillips@edwardjones.com,,Salesforce
11160622,Inactive Investor,Jonathan Turner,Managing Member,Invariant Investment Management,jonathan@invariantinvestments.com,,Salesforce
10985632,Inactive Investor,Felisha Foote,,"Allstate Financial Services, LLC Middleburg FL 2640 Blanding Blvd",ffoote@allstate.com,,Salesforce
10890341,Inactive Investor,Ping Ruan,,J.P. Morgan Securities LLC Brooklyn NY 5423 8th Ave,ping.ruan@jpmorgan.com,,Salesforce
10837007,Inactive Investor,Douglas Artus,Complex Director;Senior Managing Director,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",douglas.artus@rbc.com,,Salesforce
10658494,,Silvana Wallen,,,silvana.wallen@jpmorgan.com,,List Import
10794280,Inactive Investor,Timothy Towery,Financial Planning Advisor,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",timothy.towery@valic.com,,Salesforce
10810106,Inactive Investor,Pamela Campbell,,"Cambridge Investment Research, Inc. Springfield OH 5000 Urbana Rd",,,Salesforce
11155290,Inactive Investor,Aspen Smith,,"Cambridge Investment Research, Inc. Butler PA 455 Pittsburgh Rd",,,Salesforce
11192384,Inactive Investor,Stafford Viator,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Metairie LA 433 Metairie Rd",stafford.viator@wfafinet.com,,Salesforce
10876290,Inactive Investor,James Lauber,Private Client Investment Associate,J.P. Morgan Securities LLC Monmouth Junction NJ 4180 US Hwy 1,james.j.lauber@jpmorgan.com,,Salesforce
9568097,,Paul Kozak,,,pkozak@shaw.ca,,List import
10801165,Inactive Investor,Timothy Graveline,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",tim.m.graveline@wellsfargo.com,,Salesforce
11236231,Inactive Investor,Kathleen Dougherty-Klein,Wealth Advisor,"Kovitz Investment Group Partners, LLC Milwaukee WI 11270 W Park Pl",kdougherty-klein@kovitz.com,,Salesforce
10487300,,Horace Nash,,UBS Financial Services Inc.,horace.nash@ubs.com,,List Import
11041711,Inactive Investor,Joshua Salter,Financial Advisor,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",joshua.salter@raymondjames.com,,Salesforce
11088246,Inactive Investor,Elizabeth Stucker,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
11139472,Inactive Investor,Stephanie Atalla,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",stephanie.atalla@ampf.com,,Salesforce
11098367,Inactive Investor,Kevin Wagner,,"Cambridge Investment Research, Inc. Jacksonville NC 207A Western Blvd",,,Salesforce
11117571,Inactive Investor,Karan Kapoor,,Citigroup Global Markets Inc.,karan.kapoor@citigroup.com,,Salesforce
11180297,Inactive Investor,Julian Vendura,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,,,Salesforce
10979256,Inactive Investor,Christina Allen,,J.P. Morgan Securities LLC Glendale Heights IL 2150 Bloomingdale Rd,christina.allen@jpmorgan.com,,Salesforce
10943548,Inactive Investor,Erin Barry,Chief Executive Officer,Means Wealth Management,erin.barry@meanswealth.com,,Salesforce
10946549,Inactive Investor,Michele Martinez,Private Client Banker,J.P. Morgan Securities LLC Poway CA 12380 Poway Rd,michele.martinez@chase.com,,Salesforce
11160485,Inactive Investor,Matthew Norwood,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,matthew.norwood@ubs.com,,Salesforce
11196786,Inactive Investor,Anmol Singh Brar,,J.P. Morgan Securities LLC Mercer Island WA 7900 SE 28th St,,,Salesforce
10827078,Inactive Investor,Brett Muhlke,Senior Compliance Testing Manager;Senior Vice President,"U.S. Bancorp Investments, Inc. Kirkwood MO Private Residence",brett.muhlke@usbank.com,,Salesforce
10961331,Inactive Investor,Karthik Krishna,Chief Compliance Officer;Chief Executive Officer,Upturn Corporation,karthik.kulkarni@upturn.io,,Salesforce
11052623,Inactive Investor,Ryan Ruffcorn,Financial Advisor,"Nations Financial Group, Inc. Independence IA 230 1st St E",rruffcorn@nationsfg.com,,Salesforce
11161635,Inactive Investor,Lena Meredith,,Park Avenue Securities LLC Landrum SC 402 E Rutherford St,,,Salesforce
245987,,Not Provided,"Director, eCommerce & Banking",US Army Financial Management Command,charles.a.taylor40.civ@army.mil,,Manual List Upload
11079146,Inactive Investor,Jeffrey Dekko,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,jeffrey.dekko@lpl.com,,Salesforce
11168065,Inactive Investor,David Goldberg,Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,david.goldberg@ubs.com,,Salesforce
10786275,Inactive Investor,David Martin,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,david.t.martin@fmr.com,,Salesforce
10973692,Inactive Investor,Clara Guida,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",,,Salesforce
10824477,Inactive Investor,Michael Calvelli,,"Cambridge Investment Research, Inc. Santa Rosa CA 111 Santa Rosa Ave",,,Salesforce
11066763,Inactive Investor,Justin Larosa,,"Raymond James Financial Services, Inc. Armonk NY 20 Maple Ave",justin.larosa@raymondjames.com,,Salesforce
10768999,Inactive Investor,David Mead,Regional Vice President,PFS Investments Inc. Vancouver WA 601 Main St,david.mead@primerica.com,,Salesforce
11188846,Inactive Investor,Catherine Ward,,Integrated Financial Planning Services Heidelberg Private Residence,catherine.ward@ifpsonline.com,,Salesforce
10926925,Inactive Investor,Christina Dierig,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9612037,,Andrea Lisi,,,lisiandreaa@gmail.com,,List import
10840028,Inactive Investor,Wendy Baum,Financial Professional,"Equitable Advisors, LLC Northbrook IL 500 Skokie Blvd",wendy.baum@equitable.com,,Salesforce
11093891,Inactive Investor,David Debreceni,Financial Advisor,Edward Jones Sewell NJ 141 Tuckahoe Rd,dave.debreceni@edwardjones.com,,Salesforce
347466,,Teresa Carl,Financial Advisors,"Mcf Advisors, Llc",tcarl@mcfadvisors.com,859-392-8600,Manual List Upload
11188995,Inactive Investor,Matthew Brosky,,"Osaic Wealth, Inc. East China MI 3100 King Rd",,,Salesforce
10894524,Inactive Investor,Stephen Little,Co-Owner;President,The Rose Investment Management,stephenl@theroseim.com,,Salesforce
7291,,William Pringle,,[[Unknown]],william.pringle@rbc.com,,Initial Salesforce Import
10985514,Inactive Investor,Justin Shaffer,,J.P. Morgan Securities LLC Winter Park FL 301 S New York Ave,justin.shaffer@jpmorgan.com,,Salesforce
11144378,Inactive Investor,Bethany Boschert,Chief Compliance Officer,"Legacy Financial Strategies, LLC",bethany.boschert@legacykc.com,,Salesforce
239027,,Shaik Tahir,,[Unknown],thahirs841@gmail.com,,source
10762698,Inactive Investor,Sarah Cordenillo,,Morgan Stanley San Francisco CA 555 California St,sarah.cordenillo@morganstanley.com,,Salesforce
10656216,,Philip Zaczek,,,phil.zaczek@valic.com,,List import
11181477,Inactive Investor,Scott Simon,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 12688 Olive Blvd",scott.simon@usbank.com,,Salesforce
11145037,Inactive Investor,Michael Drennon,Executive Vice President,Capstone Investment Group Olympia WA 2401 Bristol Ct SW,,,Salesforce
11231703,Inactive Investor,Brenton Cashore,,Commonwealth Financial Network Middleton WI 1600 Aspen Cmns,,,Salesforce
9627298,,Oscar Brown,,,oscarbrownlaw@yahoo.com,,List import
11001155,Inactive Investor,Jonathan Hardy,,PFS Investments Inc. Phoenix AZ 2633 E Indian School Rd,jonathan.hardy@primerica.com,,Salesforce
11121166,Inactive Investor,Alan Kaye,,"The Leaders Group, Inc.",,,Salesforce
10405841,,Khalid Hussain,,,khalidmughal725@gmail.com,,Web Form Fillout
10969752,Inactive Investor,Maria Cardoza,,PFS Investments Inc. Modesto CA 4230 Kiernan Ave,maria.cardoza@primerica.com,,Salesforce
11183852,Inactive Investor,Debra Cerny,Assistant Vice President;Client Relationship Specialist,Robert W. Baird & Co. Incorporated Janesville WI 14 N Parker Dr,dcerny@rwbaird.com,,Salesforce
10795130,Inactive Investor,Lisa Jantorno,Managing Member;Owner;President,"Jantorno Financial Advisors, LLC Princeton NJ 29 Emmons Dr",,,Salesforce
10898655,Inactive Investor,Charles Keene,,"Truist Investment Services, Inc. Nashville TN 401 Commerce St",charles.keene@truist.com,,Salesforce
10819859,Inactive Investor,Otto Grozinger,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,ongrozinger@ft.newyorklife.com,,Salesforce
219328,,Lyndon Boozer,,[Unknown],lkboozer@capitolcounsel.com,,Direct
11212772,Inactive Investor,Yury Ortigoza,,J.P. Morgan Securities LLC New York NY 2099 Broadway,yury.ortigoza@jpmorgan.com,,Salesforce
10972297,Inactive Investor,Eric Thornton,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 5540 Chamblee Dunwoody Rd,eric.thornton@chase.com,,Salesforce
11152050,Inactive Investor,Steven Tunall,,State Farm VP Management Corp. Kane PA 73 Fraley St,,,Salesforce
9627546,,Karen Sidbury,,,karen.sidbury@gmail.com,,List import
10823835,Inactive Investor,Ronnie Samuel,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 2770 Broadway",ronnie.s.samuel@ml.com,,Salesforce
10648217,,Anthony Lopiccolo,,,anthony@custosfo.com,,List import
11213312,Inactive Investor,John O'Callaghan,,Sigma Financial Corporation Mount Prospect IL 1661 Feehanville Dr,johno@sigmarep.com,,Salesforce
11134591,Inactive Investor,Cody Carroll,Associate,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10863378,Inactive Investor,Justin Mitchell,Managing Wealth Consultant;Partner,AdamsBrown Wealth Consultants LLC,jmitchell@abbb.com,,Salesforce
9638734,,Carlos Rangel,,,car@wkkf.org,,List import
11211855,Inactive Investor,Brian Ohlinger,Financial Advisor,"Ameriprise Financial Services, LLC Saint Charles IL 619 W Main St",brian.ohlinger@ampf.com,,Salesforce
10886436,Inactive Investor,Kevin Harrell,Financial Advisor,"Ameriprise Financial Services, LLC Reno NV 155 Country Estates Cir",kevin.harrell@ampf.com,,Salesforce
11236078,Inactive Investor,Keaton Layman,Client Advisor,Avantia,keaton.layman@avantiamfo.com,,Salesforce
348810,,Charles Stephen,Relationship Manager,"Glenwood Investment Group, Llc",chuck@glenwoodinvestment.com,603-606-3391,Manual List Upload
11202053,Inactive Investor,Steven Jakowchik,Advisor;Owner,Steven Robert Jakowchik,,,Salesforce
11069437,Inactive Investor,Dag Brandfors,,Commonwealth Financial Network Steilacoom WA 208 Wilkes St,dbrandfors@commonwealth.com,,Salesforce
10928357,Inactive Investor,Randy Hechler,,"Spartan Capital Securities, LLC",,,Salesforce
9585658,,Petr Stolyarov,,,p100afossa@gmail.com,,List import
224035,,Scott Storkamp,Portfolio Manager,"Morgens, Waterfall, Vintiadis & Co., Inc.",scott@mwvinvest.com,1-212-218-4140,Initial Salesforce Import
10871161,Inactive Investor,Frederico Cilento,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,frederico.cilento@jpmorgan.com,,Salesforce
11090813,Inactive Investor,Gregory Jalli,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",gregory.jalli@ml.com,,Salesforce
5998780,,Aaron Smith,,,hicacos574@kaftee.com,,Web Form Fillout
9566674,,Mj J,,,investin48@gmail.com,,List import
341105,,Bob Bulas,Chief Compliance Officer,"Morrison Fiduciary Advisors, Inc.",rjb@morrisonadvisors.com,(412) 344-6057,Manual List Upload
11231875,Inactive Investor,Rosalyn Chandler,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11164172,Inactive Investor,Christopher Talbert,Wealth Advisor,LPL Financial LLC Alexandria VA 118 S Fairfax St,christopher.talbert@lpl.com,,Salesforce
11117870,Inactive Investor,Samuel Martello,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Westlake OH 2 Equity Way",samuel.martello@rbc.com,,Salesforce
9602182,,Harry Hartford,,,hartford@causewaycap.com,,List import
10916736,Inactive Investor,Lukasz Pogorzelski,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9560628,,Alfred Santosuosso,,,asantosuosso@massmutual.com,,List import
11033290,Inactive Investor,Vladimir Boulatnikov,Financial Advisor,LPL Financial LLC Pittsford NY 15 Schoen Pl,vladimir.boulatnikov@lpl.com,,Salesforce
10949831,Inactive Investor,Lane Mcgowen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10787059,Inactive Investor,Michael Guyerson,Branch Manager,LPL Financial LLC Littleton CO Private Residence,michael.guyerson@lpl.com,,Salesforce
9557863,,Luis Albarracin de Amat,,,luis.albarracin@servifix.pe,,List import
10993610,Inactive Investor,Taylor Barnes,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",taylor.barnes@nm.com,,Salesforce
10843272,Inactive Investor,Jeffrey Salisbury,Chief Executive Officer,"Beacon Financial Planning, LLC",jeffcc@beaconplanning.com,,Salesforce
11135219,Inactive Investor,Gregory Dadian,Executive Director,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,gregory.dadian@morganstanley.com,,Salesforce
341590,,Jonathan Robohm,"Member, Partner, Portfolio Manager","Gagnon Securities, LLC",jrobohm@gagnonsec.com,212-554-5025,Manual List Upload
202701,,Joslin Hawley,,Personal,kapituljay@gmail.com,,
10838864,Inactive Investor,Robert George,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",robert.george@wfafinet.com,,Salesforce
11107001,Inactive Investor,John Wortman,Chief Executive Officer;Financial Advisor;Member,"Valeo Financial Advisors, LLC",jtwortman@valeofinancial.com,,Salesforce
11094220,Inactive Investor,Marcell Russell,,PFS Investments Inc. Owings Mills MD 11419 Cronridge Dr,marcellrussell@primerica.com,,Salesforce
227328,, -,,[Unknown],brian.sthubert@jamestownlp.com,,
10897096,Inactive Investor,Christopher Geoghegan,,LPL Financial LLC Hickory NC 1305 N Center St,christopher.geoghegan@lpl.com,,Salesforce
11020645,Inactive Investor,Gavin Reaser,,"Osaic Institutions, Inc. Ravenna OH 131 E Main St",,,Salesforce
9560687,,Seth Smith,,,sethsmith@financialguide.com,,List import
9587137,,Reanna Lee,,,rlee@molpus.com,,List import
10882263,Inactive Investor,Scott Buchanan,Managing Member,"Royal American Financial Advisors, LLC",,,Salesforce
11111795,Inactive Investor,Craig Taliento,Senior Wealth Strategy Associate,UBS Financial Services Inc. New London CT 2 Union Plz,craig.taliento@ubs.com,,Salesforce
339783,,Luke Tilley,Group Vice President & Chief Economist,"Wilmington Trust Investment Advisors, Inc.",ltilley@mtbia.com,302-651-8118,Manual List Upload
11048025,Inactive Investor,Dewey Cass,,PFS Investments Inc. Pasadena CA 959 E Colorado Blvd,dewey.cass@primerica.com,,Salesforce
11057619,Inactive Investor,Joshua Senkbeil,Financial Advisor,Thrivent Investment Management Inc. Denver CO Private Residence,joshua.senkbeil@thrivent.com,,Salesforce
10912971,Inactive Investor,Brook Acton,,Cetera Investment Services LLC Birmingham AL 5420 Hwy 280,,,Salesforce
11050615,Inactive Investor,David Melle,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
11005459,Inactive Investor,Michael Crump,,"Kestra Investment Services, LLC Greenville SC 128 Millport Cir",,,Salesforce
235005,, -,,[[Unknown]],jgr@gonzalezdelrio.com,,
11159049,Inactive Investor,Brandon Lydick,Managing Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,brandon.lydick@jpmorgan.com,,Salesforce
11132784,Inactive Investor,Benjamin Bathke,Financial Planner,LPL Financial LLC Minneapolis MN 2720 W 43rd St,benjamin.bathke@lpl.com,,Salesforce
221814,,Barry Lamb,,[Unknown],barrylamb7@gmail.com,,source
224770,,Daniel Linden,,[Unknown],drlinden@live.com,,source
10876859,Inactive Investor,Justin Davis,Financial Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",justin.t.davis@ampf.com,,Salesforce
10614811,,Courtenay Hathcock,"Financial Advisor, Senior Vice President",,courtenay.hathcock@morganstanley.com,,List Import
10615907,,Patrick Miller,,,patrick.j.miller@jpmorgan.com,,List Import
11169629,Inactive Investor,Ryan Bush,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,ryan.bush@fmr.com,,Salesforce
100429,,Michael Urdang,,Bermuda,murdang@gmail.com,,
9581443,,Geoffrey Rehnert,"Co-Chief Executive Officer, Co-Founder",Audax Private Debt,grehnert@audaxgroup.com,,List import
11218368,,Mason Greenberg,,,mason.greenberg@jpmorgan.com,,List Import
11164607,Inactive Investor,Tonia Arnold,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,tonia.arnold.uwk4@statefarm.com,,Salesforce
214668,,dan dao,,[Unknown],trulytraderllc@gmail.com,,Organic Search
11097737,Inactive Investor,Pedro Rodriguez,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
10864676,Inactive Investor,Jesus Valencia Romero,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,jesus.valencia-romero@ubs.com,,Salesforce
11145129,Inactive Investor,Mark Viviano,,"MML Investors Services, LLC",mviviano@massmutual.com,,Salesforce
9552806,,Lei Wang,,,lei.wang@lfg.com,,List import
9581109,,Philip Steele,,,philip.steele@gmail.com,,List import
10885971,Inactive Investor,Shu-Yuan Lai,,Cetera Investment Services LLC El Monte CA 9650 Flair Dr,sue.lai@ceterais.com,,Salesforce
11200406,Inactive Investor,Michael Mosher,Director - Business Development,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,mike.mosher@morganstanley.com,,Salesforce
10976731,Inactive Investor,Alex Herrington,,Vanguard Marketing Corporation,alex_herrington@vanguard.com,,Salesforce
199515,,Chanakya Kocherla,,[Unknown],ckocherla@gmail.com,,source
10777498,Inactive Investor,William Newman,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",shannon.donovan@nm.com,,Salesforce
10929922,Inactive Investor,Renita Lee,,"Osaic Wealth, Inc. Grangeville ID 226 E North St",,,Salesforce
11077404,Inactive Investor,Hannah Ko,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11023317,Inactive Investor,J Gilbert,,"Equity Services, Inc. Colchester VT 354 Mountain View Dr",gilbert_townsend@nlvmail.com,,Salesforce
10752883,Inactive Investor,Stephen Collie,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 1381 Weston Rd",stephen.collie@bofa.com,,Salesforce
10996969,Inactive Investor,Mitchell King,Financial Advisor,Park Avenue Securities LLC Atlanta GA 900 Ashwood Pkwy,mitchell_king@glic.com,,Salesforce
11013445,Inactive Investor,Rolf Romer,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,rhromer@ft.newyorklife.com,,Salesforce
10618992,,Celeste Bailey,,,celeste.bailey@morganstanley.com,,List Import
350717,,Bob Morrill,Sales Team Member,"Chadler Investment Advisory Solutions, Llc",bmorrill@chadlersolutions.com,732-595-2200,Manual List Upload
6984049,,hanaa nana,,,kawipa4504@v2ssr.com,,Web form fillout
10980324,Inactive Investor,Kyle Lynn,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",kyle.lynn@tdameritrade.com,,Salesforce
10980601,Inactive Investor,Gregory Scott,Investment Advisor,Emerson Equity LLC Irvine CA 9940 Research Dr,gscott@emersonequity.com,,Salesforce
11134750,Inactive Investor,Roberto Hernandez,Branch Manager,"InSight Securities, Inc. El Paso TX 221 N Kansas St",rhernandez@insightamericas.net,,Salesforce
10853373,Inactive Investor,Jennifer Portilla,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jennifer_portilla@vanguard.com,,Salesforce
8481140,,Patricio Gomez,,Alterna,pgomez@alternasecurities.com,(210) 544-7080,List Import
11164007,Inactive Investor,Deena Espinosa,,Cetera Investment Services LLC Orlando FL 111 N Orange Ave,deena.espinosa@ceterais.com,,Salesforce
11195870,Inactive Investor,Johanna Holecy,Financial Advisor,LPL Financial LLC Portsmouth NH 1039 Islington St,johanna.holecy@lpl.com,,Salesforce
10945511,Inactive Investor,Sandra Thomas,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",sathomas@tiaa-cref.org,,Salesforce
11003118,Inactive Investor,Patricia Edwards,Financial Advisor,Edward Jones Edwardsville IL 222 E Park St,patricia.ernst@edwardjones.com,,Salesforce
10752580,Inactive Investor,Gregory Shadow,Financial Advisor,"Ameriprise Financial Services, LLC Missoula MT 2615 Connery Way",greg.shadow@ampf.com,,Salesforce
9559212,,Micheline Yacoub,,,myacoub@ft.newyorklife.com,,List import
10923057,Inactive Investor,Georgia Beach,Financial Advisor,Edward Jones Canton OH 6531 Market Ave N,georgia.beach@edwardjones.com,,Salesforce
2544043,,Prabir Mondal,,,mondalprabir9712@gmail.com,,
11057834,Inactive Investor,Claude Sherman,Financial Advisor,"Ameriprise Financial Services, LLC Manteno IL 1056 Lincoln Dr",claude.o.sherman@ampf.com,,Salesforce
11036236,Inactive Investor,Michael Caputo,,Purshe Kaplan Sterling Investments West Harrison NY 1025 Westchester Ave,mcaputo@pksinvest.com,,Salesforce
10755566,Inactive Investor,Emily Dannenhoffer,Senior Wealth Strategy Associate,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,emily.dannenhoffer@ubs.com,,Salesforce
9624372,,Jude ur mom,,,drippingwithsw@gmail.com,,List import
11029978,Inactive Investor,Ronaldo Bastos,Chief Compliance Officer;Chief Operating Officer;Managing Partner,Weston Capital Insights,,,Salesforce
11077686,Inactive Investor,Michael Organ,Investment Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11181273,Inactive Investor,Nicole Rojas,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
348092,,Tina Macgregor,Member,Redw Wealth Llc,tmacgregor@redw.com,505-998-3200,Manual List Upload
9562878,,Arthur Karabelas,,,akarabelas@firstrepublic.com,,List import
11085994,Inactive Investor,Bruce Lanser,First Vice President - Wealth Management;Senior Retirement Plan Consultant,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,bruce.lanser@ubs.com,,Salesforce
11181220,Inactive Investor,Michael Collins,Financial Advisor,Morgan Stanley Fayetteville NC 1990 Fordham Dr,michael.r.collins@morganstanley.com,,Salesforce
11197294,Inactive Investor,Lacey Young,,LPL Financial LLC Shingle Springs CA 3108 Ponte Morino Dr,lacey.young@lpl.com,,Salesforce
236468,, -,,[[Unknown]],chadtrump69@gmail.com,,
9641826,,Joseph Webster,,,joe.webster94@yahoo.com,,List import
10764982,Inactive Investor,Mary Nytroe,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",mary.nytroe@wellsfargoadvisors.com,,Salesforce
10966473,Inactive Investor,Ioannis Samoilis,,Robert W. Baird & Co. Incorporated,,,Salesforce
9624498,,Abdulai Ibrahim,,,mrbisco2002@gmail.com,,List import
7107965,,Judy Johnson,,,vahab36536@proexbol.com,,Web Form Fillout
91392,,David Wegenke,"Partner, Vice President",Thrivent Investment Management Inc.,david.wegenke@thrivent.com,281-807-2603,
9612524,,Paul Ingersoll,,,paul.ingersoll@goodharborfinancial.com,,List import
10614965,,Thomas Madaras,"Financial Advisor, First Vice President",,thomas.madaras@morganstanley.com,,List Import
10920383,Inactive Investor,Brooke Tidwell,Financial Advisor,Edward Jones Ada OK 216 W 12th St,brooke.tidwell@edwardjones.com,,Salesforce
11054953,Inactive Investor,Sylvester Mallardi,,"American Portfolios Financial Services, Inc. Hauppauge NY 100 Motor Pkwy",smallardi@americanportfolios.com,,Salesforce
10754461,Inactive Investor,Matthew Veldman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",matthew.veldman@ml.com,,Salesforce
10810709,Inactive Investor,David Daline,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Hopkins MN 601 Carlson Pkwy",david.daline@rbc.com,,Salesforce
10816793,Inactive Investor,Bridgette Blaylock,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 5600 Glenridge Dr",bridgette.blaylock@wellsfargoadvisors.com,,Salesforce
10965642,Inactive Investor,Bryan Nakamoto,,Park Avenue Securities LLC Honolulu HI 3468 Waialae Ave,,,Salesforce
11020874,Inactive Investor,Preston Baker,,"Harbour Investments, Inc. Reed City MI 211 N Chestnut St",,,Salesforce
11143058,Inactive Investor,Kevin Riley,,"Raymond James Financial Services, Inc. Syracuse NY 400 Spencer St",kevin.riley@raymondjames.com,,Salesforce
10647731,,Kevin Russell,,,kevin.russell@merceradvisors.com,,List Import
9626590,,Oscar Scott,,,oscarliy2k@gmail.com,,List import
9578917,,Cary Schwartz,,,carys@blackhillcapital.com,,List import
11199452,Inactive Investor,Brandi Hendricks,,D.A. Davidson & Co. Ellensburg WA 314 N Pearl St,,,Salesforce
9626041,,Abhishek Sanger,,,abhisheksanger91@gmail.com,,List import
10982555,Inactive Investor,Charles Breakstone,,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,charles.breakstone@primerica.com,,Salesforce
2864139,,Metseteu Losou,,,tovimetsswu@gmail.com,,
11051808,Inactive Investor,Robert Olech,,"Farmers Financial Solutions, LLC South Elgin IL 812 N La Fox St",rolech@farmersagent.com,,Salesforce
11089696,Inactive Investor,Samuel Kirkpatrick,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Partner,"Mayfair Advisory Group, LLC Birmingham AL 3300 Cahaba Rd",skirkpatrick@mayfairag.com,,Salesforce
9542597,,Jordan Anger,,,jordananger30@gmail.com,,List import
11034237,Inactive Investor,Emily Finley,,Country Capital Management Company,emily.finley@countryfinancial.com,,Salesforce
11147545,Inactive Investor,Trevor Ebert,,"Wells Fargo Clearing Services, LLC Austin MN 501 N Main St",,,Salesforce
10786431,Inactive Investor,Derek Nichols,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,derek.nichols@fidelity.com,,Salesforce
11195337,Inactive Investor,Barbra Shaffer,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 715 NE 16th Ter",,,Salesforce
10802999,Inactive Investor,Brett Benyo,Financial Advisor,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,brett.benyo@morganstanley.com,,Salesforce
10960144,Inactive Investor,Mary Hume,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",maryjoan.hume@tfaconnect.com,,Salesforce
11207160,Inactive Investor,Juan Soza,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Hurst TX 753 Lonesome Dove Trl",jaime.soza@equitable.com,,Salesforce
9550579,,Genarro Tijerina,,,nrg23@icloud.com,,List import
10939410,Inactive Investor,Beth Desantiago,Chief Compliance Officer;Compliance Manager;Operations Manager;Regulatory Contact,Miramar Capital,beth@miramarcap.com,,Salesforce
9629509,,Stefan Wyler,,,go4wyler@hotmail.com,,List import
11228754,Inactive Investor,Revel Fareed,,J.P. Morgan Securities LLC Farmington MI 23309 Farmington Rd,revel.fareed@jpmorgan.com,,Salesforce
11197563,Inactive Investor,Jeffrey Truitt,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peachtree City GA 900 Westpark Dr",jeffrey_truitt@ml.com,,Salesforce
10489764,,Samuel Mitchell,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",smitchell@bpwealthadvisors.com,844-366-2525,List Import
10766130,Inactive Investor,Nanette Dieguez,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",nanette.dieguez@ml.com,,Salesforce
11021392,Inactive Investor,Aaron Thach,,"Farmers Financial Solutions, LLC Pacifica CA 82 W Manor Dr",athach@farmersagent.com,,Salesforce
10797028,Inactive Investor,Elizabeth Butler,Financial Advisor,Morgan Stanley Syracuse NY 250 S Clinton St,elizabeth.butler@morganstanley.com,,Salesforce
11186501,Inactive Investor,William Frazer,Financial Advisor,"Principal Securities, Inc. Locust Grove VA Private Residence",,,Salesforce
9606451,,Vukani Nathi,,,vukaninathi5@gmail.com,,List import
9618789,,Lori Wolff,,,wolff@staleycap.com,,List import
11016802,Inactive Investor,Nancy Manzo,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",nancy.manzo@ml.com,,Salesforce
9556574,,Jonathan Anciaux,,,anciauxjonathan@gmail.com,,List import
10960588,Inactive Investor,Paras Vakharia,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",pvakharia@financialguide.com,,Salesforce
9609532,,mark mark,,,maandersonsr@gmail.com,,List import
10976464,Inactive Investor,Alexander Hykel,Associate Financial Advisor,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",,,Salesforce
85,,,,,INorth@250ok.onmicrosoft.com,,
213970,,Ralph D'Ary,,[Unknown],ralphgdary@gmail.com,,
10875152,Inactive Investor,Dustin Ashley,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",dustin.ashley@nm.com,,Salesforce
10962162,Inactive Investor,Timothy Peterson,Chief Compliance Officer;Founder;Investment Manager,"Cane Island Alternative Advisors, LLC",,,Salesforce
10867030,Inactive Investor,Ryan Parrott,,"ValMark Securities, Inc. Mason MI 140 E Ash St",,,Salesforce
10838654,Inactive Investor,Wilton Johnson,,"Southeast Investments, N.C., Inc.",,,Salesforce
9570414,,Robert Dodsworth,,,trbob2013@live.com,,List import
9554751,,Tracy Osborne,,,tosborne@asiocapital.com,,List import
10959697,Inactive Investor,Tonine Samarani,,Vanguard Marketing Corporation,tonine_samarani@vanguard.com,,Salesforce
10957372,Inactive Investor,Andrew Goldberg,Managing Partner,Cornerstone Alternatives,andrew@cornerstonealternatives.com,,Salesforce
11094688,Inactive Investor,Jeffrey Mevorach,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,jeffrey.mevorach@ubs.com,,Salesforce
9592113,,Jeffrey Foster,,,jfoster@retirement-strategies.com,,List import
11210571,Inactive Investor,David Evans,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",david.evans@nm.com,,Salesforce
10925763,Inactive Investor,Sean Hite,Private Wealth Manager,"Buck Wealth Strategies, LLC Honolulu HI 55 Merchant St",sean@eabuck.com,,Salesforce
9635232,,Bruce Rideaux,,,rideauxb@pfm.com,,List import
11115179,Inactive Investor,Durga Shankar Boggavarapu,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11216905,,Richard Bradt,,,rbradt@nb.com,,Other
10782952,Inactive Investor,Nicholas Clendenin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 3314 Peachtree Rd NE",nicholas.clendenin@schwab.com,,Salesforce
9613616,,Ian Spiro,,,ispiro@spiroblockchainsecurity.com,,List import
11118580,Inactive Investor,Anne Cooper,,"Cadaret, Grant & Co., Inc. Simpsonville SC Private Residence",acooper@cadaretgrant.com,,Salesforce
10768191,Inactive Investor,Darlene Sasaki-Ito,,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",darlene.sasaki-ito@wellsfargoadvisors.com,,Salesforce
11148054,Inactive Investor,Angelo Anello,Financial Advisor,LPL Financial LLC Needham Heights MA 75 2nd Ave,angelo.anello@lpl.com,,Salesforce
10840528,Inactive Investor,Hovick Babajanian,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Scottsdale AZ 14850 N Scottsdale Rd",,,Salesforce
10867833,Inactive Investor,Daniel Werkowitch,Senior Supervisory Principal,LPL Financial LLC Overland Park KS 10851 Mastin St,daniel.werkowitch@lpl.com,,Salesforce
9611242,,JAMES GLYNN,,,stuart.horner@gmail.com,,List import
9623412,,Andrew G,,,videonarc@gmail.com,,List import
10766343,Inactive Investor,David Nash,Financial Advisor;Financial Advisor Associate,UBS Financial Services Inc. Boston MA 1 Post Office Sq,david.nash@ubs.com,,Salesforce
10923794,Inactive Investor,Shengnan Wang,,J.P. Morgan Securities LLC Daly City CA 2800 Junipero Serra Blvd,shengnan.wang@jpmorgan.com,,Salesforce
9542889,,Benedikt Eikmanns,,,benedikt.eikmanns@rolandberger.com,,List import
10953493,Inactive Investor,Uday Katru,,Deutsche Bank Securities Inc.,,,Salesforce
205442,,Carl Foschi,,[Unknown],carl.foschi@gmail.com,,Organic Search
11060043,Inactive Investor,Randall Purdy,,Webull Financial LLC,,,Salesforce
11083426,Inactive Investor,Carol Coldanghise,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",carol.coldanghise@mutualofomaha.com,,Salesforce
9646715,,maurice Mureau,,,maurice@hodl.nl,,List import
10877226,Inactive Investor,Yumiko Bekku,,Goldman Sachs & Co.,,,Salesforce
10893894,Inactive Investor,Kathy Sommer,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,kathy.segodnia@fidelity.com,,Salesforce
11007027,Inactive Investor,Kimberley Allen,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",kimberley.allen@nm.com,,Salesforce
232061,, -,,[[Unknown]],satvindersihra187@gmail.com,,
11040064,Inactive Investor,Christopher Allen,Executive Director,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,,,Salesforce
11170056,Inactive Investor,Priyanka Halaravi,,J.P. Morgan Securities LLC San Jose CA 77 Holger Way,priyanka.halaravi@chase.com,,Salesforce
10782988,Inactive Investor,Ernesto Barcelo,,Key Investment Services LLC Rochester NY 3636 Dewey Ave,ernesto.barcelo@key.com,,Salesforce
11124528,Inactive Investor,Cole Toliver,,"Allstate Financial Services, LLC Shawnee KS 19705 W 65th Ter",coletoliver@allstate.com,,Salesforce
11153087,Inactive Investor,Paula Miller,,Robert W. Baird & Co. Incorporated Kansas City MO 444 W 47th St,pmiller@rwbaird.com,,Salesforce
10964712,Inactive Investor,Cherelle Rhodes,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cherelle_rhodes@vanguard.com,,Salesforce
10977087,Inactive Investor,Rosane Tran,,"Northwestern Mutual Investment Services, LLC Anaheim CA 160 N Riverview Dr",rosie.tran@nm.com,,Salesforce
341250,,Amy Detolla,Senior Vice President,Crestwood Advisors,adetolla@focuspartners.com,617-523-8880,Manual List Upload
11158656,Inactive Investor,Nitin Kumbhani,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Co-Founder;Member;Regulatory Contact,"Accent Capital Management, LLC Dayton OH 10608 Sunderland Woods Ct",nitinkumbhani@accent-cm.com,,Salesforce
38136,,Michael Young,"Managing Partner, President",Integrated Advisors Network LLC,myoung@integratedadvisorsnetwork.com,855-729-4222,Manual List Upload
10804414,Inactive Investor,Scott Azzarelli,Financial Advisor,"Wells Fargo Clearing Services, LLC Fayetteville NC 4140 Ferncreek Dr",scott.azzarelli@wellsfargoadvisors.com,,Salesforce
10510345,,John Levy,Owner,"John Levy, CPA",jrlcpa@juno.com,,List Import
11045761,Inactive Investor,Cara Partch,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 16037 SW Upper Boones Ferry Rd",cara.partch@ampf.com,,Salesforce
10762737,Inactive Investor,William Leckey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 724 W Lancaster Ave",william_leckey@ml.com,,Salesforce
10766795,Inactive Investor,John Merrill,Chief Investment Officer;Founder;President;Regulatory Contact,"Tanglewood Total Wealth Management, Inc.",jmerrill@tanglewoodwealth.com,,Salesforce
11112414,Inactive Investor,Suzanne Do,,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",do.suzanne@principal.com,,Salesforce
10917560,Inactive Investor,Wesley McKnight,,"Level Four Financial, LLC Nacogdoches TX 1407 N University Dr",wmcknight@levelfourfinancial.com,,Salesforce
11152269,Inactive Investor,Adam Lewitzke,Financial Advisor,"Ameriprise Financial Services, LLC Green Bay WI 601 Willard Dr",adam.t.lewitzke@ampf.com,,Salesforce
11103785,Inactive Investor,Scott Henderson,Representative,LPL Financial LLC San Diego CA 4707 Executive Dr,scott.henderson@lpl.com,,Salesforce
9605938,,Nelson Belair,,,thai_legacy@hotmail.com,,List import
10863835,Inactive Investor,Eduardo Alamo,,"Pariter Securities, LLC Guaynabo PR 243 Carretera",esotomayor@pariterwmg.com,,Salesforce
11106746,Inactive Investor,Jeffrey Riley,,"Westpark Wealth Advisors, Inc.",,,Salesforce
10861401,Inactive Investor,Tyler Raben,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,tyler.raben@fidelity.com,,Salesforce
9551447,,ERNEST LYON,,,ernie.ehouse@gmail.com,,List import
11181285,Inactive Investor,Alan Johnson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alan_johnson@vanguard.com,,Salesforce
10830129,Inactive Investor,Dervinder Singh,Financial Consultant,"Equitable Advisors, LLC Dix Hills NY Private Residence",dervinder.singh@equitable.com,,Salesforce
10923310,Inactive Investor,Matthew Callahan,,"Allstate Financial Services, LLC Reno NV 6880 S McCarran Blvd",mattcallahan@allstate.com,,Salesforce
9629919,,Robert Brisch,,,rbrisch@gmail.com,,List import
10757596,Inactive Investor,Mary Damico,Financial Consultant,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",maryellen.damico@wellsfargoadvisors.com,,Salesforce
11006925,Inactive Investor,Aaron Clark,,"N.I.S. Financial Services, Inc.",,,Salesforce
11178694,Inactive Investor,Margaret Last,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
2709009,,David Murray,,,david.12.murray@gmail.com,,
10851443,Inactive Investor,Bridget Yeung,,"Osaic FS, Inc. Sugar Land TX 800 Bonaventure Way",,,Salesforce
11174584,Inactive Investor,Riley Stesiak,Financial Professional,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",riley.stesiak@equitable.com,,Salesforce
11081428,Inactive Investor,Jonathan Marsh,Regional Director,MWA Financial Services Inc. Corinth MS 710 Cruise St,jonathan.marsh@mwarep.org,,Salesforce
11221184,,Sara Hendrix,,,shendrix@seia.com,,List Import
11114660,Inactive Investor,Dale Engel,,"Osaic Wealth, Inc. Fairfield NE 404 N D St",,,Salesforce
9586500,,Benjamin Moore,,,benjamin.k.moore@suntrust.com,,List import
10879487,Inactive Investor,Richard Belanger,Financial Advisor,LPL Financial LLC North Haven CT 116 Washington Ave,richard.belanger@ceterainvestors.com,,Salesforce
11236496,Inactive Investor,Ryan Mallow,Principal;Wealth Advisor,Farther Ponte Vedra FL 818 A1A N,,,Salesforce
10839607,Inactive Investor,Curtis Young,Vice President - Investments,"Raymond James & Associates, Inc. Kirkland WA 3500 Carillon Pt",curtis.young@raymondjames.com,,Salesforce
10836047,Inactive Investor,Bradley Kitchener,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",brad_kitchener@ml.com,,Salesforce
10983670,Inactive Investor,Esteban Muniz,Private Client Advisor,J.P. Morgan Securities LLC Hawthorne CA 12645 Hawthorne Blvd,esteban.muniz@jpmorgan.com,,Salesforce
11145272,Inactive Investor,Carl Truluck,Financial Advisor,Morgan Stanley Columbia SC 1320 Main St,carl.truluck@morganstanley.com,,Salesforce
10916068,Inactive Investor,Adam Gilmore,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",adam.gilmore@nm.com,,Salesforce
9549820,,Dan Paliotta,,,dpaliotta@tremblantcapital.com,,List import
10811722,Inactive Investor,Peter Bishop,,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,peter.a.bishop@ubs.com,,Salesforce
11181597,Inactive Investor,Sean Boylan,Financial Planning Assistant,"Osaic Wealth, Inc. Carlsbad CA 1265 Carlsbad Village Dr",,,Salesforce
10803158,Inactive Investor,Mark Newport,Financial Advisor,"Osaic Wealth, Inc. Orange CA 1940 W Orangewood Ave",,,Salesforce
10984382,Inactive Investor,Jeffrey Wilson,Account Executive,Fisher Investments,,,Salesforce
9558877,,Mark Mondello,,,mark.mondello@gmail.com,,List import
11223315,,William Kessel,,,wkessel@sageviewadvisory.com,,List Import
10821396,Inactive Investor,Richard Valenzuela,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 9000 Ming Ave",richard.c.valenzuela@ml.com,,Salesforce
11109252,Inactive Investor,Savannah Halva,Assistant,"Ameriprise Financial Services, LLC Johnston IA 5435 NW 100th St",savannah.halva@ampf.com,,Salesforce
10921681,Inactive Investor,Veronika Petukhova,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,veronika.petukhova@fidelity.com,,Salesforce
10992788,Inactive Investor,Pamela Perrone,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11028605,Inactive Investor,Sean Huff,Financial Advisor,"Cadaret, Grant & Co., Inc. Clarence NY 9092 Main St",,,Salesforce
10930060,Inactive Investor,James Engel,,"Osaic Wealth, Inc. Hastings NE 715 S Burlington Ave",,,Salesforce
236286,,??? -,,æž—é‚¦æ°‘ [[Unknown]],83818278@qq.com,,
150154,,Connor Silva,,[Unknown],silk4747@gmail.com,,Webinar
9577967,,David Wint,,,dwint@sagepointadvisor.com,,List import
10884837,Inactive Investor,Steven Green,Financial Advisor,LPL Financial LLC Springfield MO 4650 S National Ave,steven.agreen@lpl.com,,Salesforce
9622561,,Anuradha Pandey,,,accounting@kuberakapital.com,,List import
11230322,Inactive Investor,Brandy Holesko,,"Charles Schwab & Co., Inc. Longmont CO Private Residence",,,Salesforce
10859829,Inactive Investor,Russell Elmore,Vice President,"First Horizon Advisors, Inc. Houston TX 10097 Katy Fwy",rdelmore@ftbadvisors.com,,Salesforce
11000945,Inactive Investor,Dempsey Wheelock,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",dempsey.wheelock@equitable.com,,Salesforce
10792274,Inactive Investor,Luke Sturges,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",luke.sturges@nm.com,,Salesforce
9582205,,Brian Zinman,,,brianzinman@gmail.com,,List import
10925785,Inactive Investor,Christopher Casto,Financial Advisor,The Huntington Investment Company New Albany OH 220 Market St,chris.casto@huntington.com,,Salesforce
10949334,Inactive Investor,Andrew Hirsch,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",andrew.hirsch@tiaa.org,,Salesforce
11123216,Inactive Investor,Malia Uota,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Honolulu HI 1099 Alakea St",malia.uota@stifel.com,,Salesforce
10780312,Inactive Investor,Daniel Day,,"Northwestern Mutual Investment Services, LLC Boulder CO 2060 Broadway",dan.day@nm.com,,Salesforce
11175886,Inactive Investor,Gerald Gehringer,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
11106304,Inactive Investor,Janeth Chavarria,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 641 Mall Ring Cir",janeth.chavarria@ml.com,,Salesforce
10820325,Inactive Investor,Pearl Lee,Financial Advisor;Vice President - Investments,Janney Montgomery Scott LLC,plee@janney.com,,Salesforce
11220630,,Carl Huxley,,,chuxley@gobaker.com,,Other
11006579,Inactive Investor,Riley Sorenson,Broker,Morgan Stanley South Jordan UT 680 W 10000 S,riley.sorenson@morganstanley.com,,Salesforce
10793288,Inactive Investor,Carson Shadowen,Co-Chief Operating Officer;President,SBC Wealth Management,cshadowen@sbcwealth.com,,Salesforce
354804,,Kainat Malik,,,kai@grayscale.com,,
9648395,,Deshea Agee,,,dagee.partners@gmail.com,,List import
11127059,Inactive Investor,Christopher Kolmer,Senior Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",christopher.kolmer@ml.com,,Salesforce
190634,,Timothy Reed,Business Manager,BitGo Inc.,tim@bitgo.com,7185225090,
11168019,Inactive Investor,Abuhena Hares,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11164145,Inactive Investor,Guilin Jiang,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9603759,,Alin Dudau,,,alin.dudau@yahoo.com,,List import
372539,,BRIAN KAHN,,Canada,bkahn363@gmail.com,,Salesforce
10930803,Inactive Investor,Lindsay Hutter,Financial Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,lindsay.hutter@wellsfargoadvisors.com,,Salesforce
10838828,Inactive Investor,Matthew Bauder,Consultant;Managing Member;Managing Partner,"Atlanta Consulting Group Advisors, LLC",matthew.bauder@theatlantaconsultinggroup.com,,Salesforce
10617655,,Margaret Reister,,,mareister@financialguide.com,,List Import
11047723,Inactive Investor,Barry Gaetano,,LifeMark Securities Corp. Pearl River NY 1 Blue Hill Plz,bgaetano@lifemark.com,,Salesforce
10935327,Inactive Investor,Blaine Peterson,Financial Advisor,Edward Jones Washougal WA 3037 Evergreen Way,blaine.peterson@edwardjones.com,,Salesforce
11231256,Inactive Investor,David Lowell,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",david.lowell@ml.com,,Salesforce
10951156,Inactive Investor,David Smith,,"Bankers Life Securities, Inc. Rosedale NY 1 Cross Island Plz",david.smith@bankerslife.com,,Salesforce
11097071,Inactive Investor,Stephen Lee,President,EquiStar Wealth Management Inc.,slee@equistarwealth.com,,Salesforce
11017692,Inactive Investor,Madison Wilder,Wealth Advisor,LPL Financial LLC Rome GA 228 N 2nd Ave SW,madison.wilder@lpl.com,,Salesforce
9560021,,Mark Goggins,,,mgoggins@ft.newyorklife.com,,List import
10885969,Inactive Investor,Arnon Kolerstein,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10771637,Inactive Investor,Thomas Wall,Financial Advisor,Edward Jones O Fallon MO 1052 Peruque Crossing Ct,tom.wall@edwardjones.com,,Salesforce
10777967,Inactive Investor,Vincent Pacinella,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,vincent.pacinella@gs.com,,Salesforce
211513,,Erica Matthews,VP,Gopuff,ericammatthews@gmail.com,,Content
10934976,Inactive Investor,Michael Mccracken,Financial Advisor,Edward Jones Marietta GA 376 Powder Springs St,michael.mccracken@edwardjones.com,,Salesforce
11135468,Inactive Investor,Thomas King,,"Raymond James Financial Services, Inc. State College PA 222 Blue Course Dr",t.king@raymondjames.com,,Salesforce
10658335,,Ivan Feliciano,,,ivan.e.feliciano@jpmorgan.com,,List Import
173794,,Renato Coelho,,[Unknown],renatoclh8@gmail.com,,Content
9608522,,Jeffrey White,,,jwhite@casablancamanagement.com,,List import
10862189,Inactive Investor,Marilyn Evans,,Sowell Management Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
11091074,Inactive Investor,Natalie Devine,,Fidelity Brokerage Services LLC,,,Salesforce
9560491,,Eddie Jenkins,,,eddiejenkins59@gmail.com,,List import
10887161,Inactive Investor,Aaron Bean,,"Cambridge Investment Research, Inc. Portland OR 12725 SW 66th Ave",,,Salesforce
10613877,,Jeffrey Gravenhorst,"Account Vice President, Financial Advisor",,jeffrey.gravenhorst@ubs.com,,List Import
10803570,Inactive Investor,Colin Murphy,Senior Vice President,UBS Financial Services Inc. Denver CO 370 17th St,colin.murphy@ubs.com,,Salesforce
10914813,Inactive Investor,Samuel Rowan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11130182,Inactive Investor,Marian Deering,,Commonwealth Financial Network Monterey CA 1062 Cass St,mdeering@commonwealth.com,,Salesforce
9579579,,Michael Norris,,,mnorris@marcuspartners.com,,List import
11016553,Inactive Investor,Daniel Anderson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",daniel.anderson@schwab.com,,Salesforce
11045038,Inactive Investor,Jeffrey Whyte,,Cetera Advisors LLC Wilbraham MA 3 Crane Park Dr,jeffrey.whyte@ceteraadvisors.com,,Salesforce
11160246,Inactive Investor,Luis Gomez-Chila,,PFS Investments Inc. Hialeah FL 2300 W 84th St,lgomez-chila@primerica.com,,Salesforce
9597545,,Bobby Lamb,,,blamb@bkd.com,,List import
11078876,Inactive Investor,Lyle Uyeda,Vice President,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
10431485,,Jon Justice,,,jonjustice55@gmail.com,,Web Form Fillout
11097288,Inactive Investor,Hatim Smouni,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",hatim_smouni@ml.com,,Salesforce
10606607,,Mitchell Leung,"Associate Portfolio Manager, Senior Vice President",Palisade Capital Management LLC,mleung@palcap.com,201-585-7733,List import
111852,,Jonathon Beschen,,N/A,jbeschen@gmail.com,215.715.1579,
10765817,Inactive Investor,John Hall,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",john.r.hall@ml.com,,Salesforce
9547044,,Saar Levi,,,saar.levi@lem-m.com,,List import
9607495,,Nathan Breidenbach,,,nathan.breidenbach@pnc.com,,List import
10928498,Inactive Investor,Kory Barto,Financial Advisor,Edward Jones Exton PA 614 Wharton Blvd,kory.barto@edwardjones.com,,Salesforce
9544622,,John Chan,,,nocentiam@gmail.com,,List import
10842750,Inactive Investor,Donald Hawkinson,,"Osaic FS, Inc. Bismarck ND 109 McDougall Dr",,,Salesforce
10407460,,James Gillingham,,,jg@fleamint.com,,Web Form Fillout
10898642,Inactive Investor,Klaus Poser,,J.P. Morgan Securities LLC Clinton Township MI 37408 Harper Ave,klaus.a.poser@jpmorgan.com,,Salesforce
11162923,Inactive Investor,Ryan Miller,,Cetera Investment Services LLC Fairport NY 255 Woodcliff Dr,ryan.miller@ceterainvestors.com,,Salesforce
83353,,Casey Head,Regulatory and Quality Analyst,"Principal Securities, Inc.",head.casey@principal.com,515-247-0601,
10770538,Inactive Investor,Scott Marshall,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",scott.marshall@wellsfargo.com,,Salesforce
9546440,,Jose Isaac,,,joisaac@gmail.com,,List import
11260031,Inactive Investor,Samuel Donathan,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,samuel_donathan@vanguard.com,,Salesforce
10872507,Inactive Investor,Ronald Smith,,"Osaic Wealth, Inc. Wichita KS 313 N Seneca St",,,Salesforce
10644163,,Lauren Nadler,,,lauren.nadler@jpmorgan.com,,List Import
10835538,Inactive Investor,Ian Fitch,Financial Advisor,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",ian.fitch@wellsfargoadvisors.com,,Salesforce
246432,,Kristina Walsh,,[Unknown],kristina@bbcadvisorsllc.com,,
11057448,Inactive Investor,Roger Zahn,Securities Representative;Senior Financial Services Representative,"Principal Securities, Inc. Sewickley PA 2100 Georgetown Dr",zahn.roger@principal.com,,Salesforce
11084205,Inactive Investor,Gregory Frentzen,,Cetera Advisors LLC Perkasie PA 623 W Market St,,,Salesforce
11220193,,Matthew Sherlock,,,matthew.sherlock@empower.com,,Other
10972553,Inactive Investor,James Orrson,,"RBC Capital Markets, LLC",,,Salesforce
10883427,Inactive Investor,Devon Schoenbohm,Financial Advisor,Edward Jones New Richmond WI 150 W 1st St,devon.schoenbohm@edwardjones.com,,Salesforce
11084828,Inactive Investor,Justin Smith,Investment Consultant;Portfolio Management Associate;Private Wealth Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,justin.smith@morganstanleypwm.com,,Salesforce
241146,Inactive Investor,Chris Cabral,,New World Advisors,chris.cabral@newworldadvisors.com,(781) 749-6922,Database Upload
10790939,Inactive Investor,David Beach,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Modesto CA 1549 McHenry Ave",beachd@stifel.com,,Salesforce
9589263,,Joshua Easterly,Co-President,"Sixth Street Advisers, Llc",jeasterly@tpg.com,,List import
333800,,Louie Luong,Associate,Touchdown Ventures Inc.,louie@touchdownvc.com,856-431-3535,Manual List Upload
10781474,Inactive Investor,John Engfer,Executive Director;Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
337469,,Michele Lindemann,Office Manager,Incline Equity Partners,michele.lindemann@inclineequity.com,412-315-7800,Manual List Upload
2155614,,Dennis Arkwright,,,chinooky47@outlook.com,,
9583436,,Charles Eberly,,,charles@isscrypto.com,,List import
9613232,,Derek Wolff,,,derek.wolff@nuveen.com,,List import
11017611,Inactive Investor,Michael Carrig,Assistant Vice President;Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,michael.carrig@ubs.com,,Salesforce
9631806,,Terri Fowler,,,tbf3399@gmail.com,,List import
10657239,,Lindsey Hanson,,,lindsey.hanson@ceterafs.com,,List Import
11198071,Inactive Investor,Ivanhoe Samuels,,"U.S. Bancorp Investments, Inc. Orange CA 500 S Main St",ivan.samuels@usbank.com,,Salesforce
10972294,Inactive Investor,Courtney Mccutchan,Wealth Manager,Bridge Advisory LLC,courtney@bridgeadvisory.com,,Salesforce
230764,, -,,[[Unknown]],jessicalmato@gmail.com,,
9565622,,George Peters,,,george.peters@morganstanley.com,,List import
9593209,,Brian Borgerson,,,bbborg3@gmail.com,,List import
11125502,Inactive Investor,Rosalyn Antonio,Financial Advisor,Edward Jones Castro Valley CA 20980 Redwood Rd,rosalyn.antonio@edwardjones.com,,Salesforce
10891954,Inactive Investor,Patrick Ellestad,Financial Advisor,Edward Jones Fond Du Lac WI 560 Fond Du Lac Ave,patrick.ellestad@edwardjones.com,,Salesforce
9603908,,RICHARD WALKER,,,richardkwalker67@gmail.com,,List import
11101588,Inactive Investor,Kevin Jacobs,Financial Advisor;Founder;Owner,"Step By Step Financial, LLC Broken Arrow OK 121 W Commercial St",,,Salesforce
11121545,Inactive Investor,Melissa Bitting,Senior Relationship Manager,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",bitting.missy@principal.com,,Salesforce
10993670,Inactive Investor,Tyler Crawford,Relationship Banker,"Wells Fargo Clearing Services, LLC Cornelius NC 19409 Jetton Rd",,,Salesforce
10944451,Inactive Investor,Michael Chaumont,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10835120,Inactive Investor,Mark Burns,,"HighTower Securities, LLC Bloomfield Hills MI 39533 Woodward Ave",mfburns@hightoweradvisors.com,,Salesforce
9559242,,sasa caca,,,ouuudj@karenkey.com,,List import
10764403,Inactive Investor,Grant Robinson,Financial Advisor,Focus Financial,grobinson@focusfinancial.com,,Salesforce
10970540,Inactive Investor,Cole Linquist,Chief Investment Officer,Fortress Wealth Group,cole@fortresswealthgroup.com,,Salesforce
11075201,Inactive Investor,Fiona Jackman-Ward,Senior Vice President,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,,,Salesforce
1003968,Inactive Investor,Willibrordus Brenninkmeijer,,Willibrordus Brenninkmeijer,arbolb3z@gmail.com,,source
9623524,,John S,,,john@sinegy.com,,List import
9599561,,AA AA,,,firefox@gmail.com,,List import
11197984,Inactive Investor,Landon Hopson,Financial Advisor,LPL Financial LLC Clarksville TN 1500B Madison St,landon.hopson@lpl.com,,Salesforce
9564934,,Gary Ross,,,garyross@gulfcoastadvisors.net,,List import
11184398,Inactive Investor,Samuel Jordan,,PFS Investments Inc.,,,Salesforce
11185347,Inactive Investor,Tyler Kolbenschlag,Chief Operating Officer;Co-Founder;Regulatory Contact,Crown Wealth Group LLC,tyler@crownwealthgroup.com,,Salesforce
11205308,Inactive Investor,William Turley,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lehi UT 3600 N Outlet Pkwy",william.turley@bofa.com,,Salesforce
11101079,Inactive Investor,David Gallagher,Advisory Council,Osher Van De Voorde Investment Management,dg@oshervandevoorde.com,,Salesforce
10769639,Inactive Investor,Amy Cooke,Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",,,Salesforce
10918948,Inactive Investor,Eric Essex,,"MML Investors Services, LLC Yorkville IL 1419 Cannonball Trl",,,Salesforce
10487188,,John Ledford,"Senior Financial Advisor, Senior Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated",john.ledford@ml.com,,List Import
220821,,Robbin Joseph,,[Unknown],robbininbox@gmail.com,,
11051463,Inactive Investor,Gregory Davis,Associate Vice President - Wealth Management;Financial Advisor;Financial Planning Specialist,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,gregory.davis@morganstanley.com,,Salesforce
10815234,Inactive Investor,Joshua Langdon,Financial Advisor,Edward Jones Englewood CO 7700 E Arapahoe Rd,josh.langdon@edwardjones.com,,Salesforce
10771869,Inactive Investor,Gary Hansen,Financial Advisor,Edward Jones Bismarck ND 619 Riverwood Dr,gary.hansen@edwardjones.com,,Salesforce
211644,,Spencer Silbey,Intern,The Heritage Foundation,spencer.a.silbey@gmail.com,,Content
11182121,Inactive Investor,Carl Johnson,Chief Compliance Officer;Chief Executive Officer;Chief Investment Strategist;Managing Member;Owner,"Grove Street Fiduciary, LLC",,,Salesforce
10613666,,Herve Vixamar,Financial Advisor,,herve.vixamar@gmail.com,,List Import
11121563,Inactive Investor,Christopher Careri,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,ccareri@ft.newyorklife.com,,Salesforce
10990396,Inactive Investor,Colby Sato,,"Bankoh Investment Services, Inc.",colby.sato@boh.com,,Salesforce
11125415,Inactive Investor,Taylor Stuart,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,taylor.hatch@fidelity.com,,Salesforce
11062820,Inactive Investor,Joann Ruzicka,,"Raymond James Financial Services, Inc. Scottsbluff NE 1110 Circle Dr",jodi.ruzicka@raymondjames.com,,Salesforce
10981712,Inactive Investor,Patrick Wu,,J.P. Morgan Securities LLC Bellevue WA 10550 NE 8th St,patrick.wu@jpmorgan.com,,Salesforce
10891547,Inactive Investor,Dillon Blankenship,Financial Advisor,Edward Jones Star ID 9720 W State St,dillon.blankenship@edwardjones.com,,Salesforce
11104797,Inactive Investor,Laurie Sall,,"Equitable Advisors, LLC Farmington MI 32000 Northwestern Hwy",laurie.sall@equitable.com,,Salesforce
11113319,Inactive Investor,David Shaw,,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,david.shaw@primerica.com,,Salesforce
10930400,Inactive Investor,Jeanine Beratta,Financial Advisor,LPL Financial LLC Marlborough MA 40 Mechanic St,jeanine.beratta@lpl.com,,Salesforce
11234660,Inactive Investor,Catherine Shen,Financial Advisor Associate,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,,,Salesforce
11033817,Inactive Investor,Violeta Emmanuel,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,violeta_emmanuel@vanguard.com,,Salesforce
10892717,Inactive Investor,Anthony Zimmerman,Financial Advisor,Edward Jones Bismarck ND 2943 N 11th St,tony.zimmerman@edwardjones.com,,Salesforce
10849184,Inactive Investor,Steven Farrell,Financial Advisor,LPL Financial LLC Rochester MN 2774C Commerce Dr NW,steven.farrell@lpl.com,,Salesforce
10847306,Inactive Investor,Jacqueline Arthur,,Goldman Sachs & Co.,jacqueline.arthur@gs.com,,Salesforce
9562883,,Martin Garrison,,,andy.garrison@marinerwealthadvisors.com,,List import
11043823,Inactive Investor,Jacob Baxter,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,jacob.baxter@jpmorgan.com,,Salesforce
246257,,Not Provided,Founder,Lyfeblood,novap@lyfeblood.com,,Manual List Upload
11063032,Inactive Investor,Peter Orth,Chief Compliance Officer;Managing Member;President,Corestone Wealth Management LLC,peteorth@corestonewm.com,,Salesforce
10925784,Inactive Investor,Luke Bumanglag,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",luke.bumanglag@schwab.com,,Salesforce
335675,,Robert Minkler,Member,"Claris Advisors, Llc",rminkler@amdfs.com,314-655-5504,Manual List Upload
334017,,Harold Pratt,Partner,Nichols & Pratt Advisers Llp,hipratt@nichols-pratt.com,617-523-6800,Manual List Upload
11099043,Inactive Investor,Andrew Bingham,,Innovation Partners LLC,abingham@innovationpartnersllc.com,,Salesforce
11047091,Inactive Investor,Andrew Dickson,Financial Advisor,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,andrew-j.dickson@ubs.com,,Salesforce
223359,,Sutton Miller,Financial Advisor,Morgan Stanley,sutton.miller@ms.com,,
10958695,Inactive Investor,Abby Zaimes,Registered Branch Associate,Edward Jones Iowa Falls IA 702 Washington Ave,abby.zaimes@edwardjones.com,,Salesforce
10615086,,Catherine Fawls,"Financial Advisor, Vice President",,catherine.fawls@morganstanley.com,,List Import
11062038,Inactive Investor,Jimmy Enlow,,"Cornerstone Wealth Management, LLC Saint Peters MO 7414 Mexico Rd",,,Salesforce
10816823,Inactive Investor,Andrew Carlson,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11086547,Inactive Investor,Katina Mayrose,Financial Advisor,Edward Jones McMinnville OR 1018 NE 3rd St,katina.mayrose@edwardjones.com,,Salesforce
9642192,,Liju John,,,liju.iima@gmail.com,,List import
10895781,Inactive Investor,Lorraine Hutchinson,,"HighTower Securities, LLC Chicago IL 16 W Ontario St",lhutchinson@hightoweradvisors.com,,Salesforce
9627848,,Flavius Girboni,,,kflavius1977@outlook.com,,List import
233222,, -,,[[Unknown]],karlcauchi6@gmail.com,,Organic Search
10754680,Inactive Investor,Jay Wurtzler,,"Independent Financial Group, LLC San Diego CA 12680 High Bluff Dr",,,Salesforce
10795652,Inactive Investor,Fitzgerald Miller,,Revere Wealth Management LLC,fmiller@reveresecurities.com,,Salesforce
11084555,Inactive Investor,Robert Khoury,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,robert.khoury@morganstanley.com,,Salesforce
10950150,Inactive Investor,Abby Vicencio,Senior Marketing Associate;Vice President,"Wells Fargo Advisors Financial Network, LLC Miami FL 3350 Virginia St",abby.vicencio@wfafinet.com,,Salesforce
11156635,Inactive Investor,Nathaniel Tarlow,,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",nathaniel.tarlow@citizensbank.com,,Salesforce
9620632,,mahdi sadeghi,,,mahdi.sadeghi666@me.com,,List import
11102598,Inactive Investor,William Caudill,,PFS Investments Inc. Lawton OK 501 SW C Ave,wcaudill@primerica.com,,Salesforce
11074673,Inactive Investor,Gabriel Ramirez,,"Allstate Financial Services, LLC Bronx NY 1026 Morris Park Ave",gramirez4@allstate.com,,Salesforce
10960977,Inactive Investor,Joshua Elliott,Financial Advisor,Edward Jones Saint Charles MO 2101 Bluestone Dr,josh.elliott@edwardjones.com,,Salesforce
9614640,,Saty Dave,,,satydave@gmail.com,,List import
11146039,Inactive Investor,Harry Turner,Compliance Officer;Managing Director;Owner,hgTurner Associates LLC Huntington Station NY 425 Wolf Hill Rd,harry@hgturner.com,,Salesforce
9616550,,Ben Lee,,,659254843@qq.com,,List import
11217536,,Karen Wines,,,karen.wines@ml.com,,Other
10924021,Inactive Investor,Linda Wisniewski,,Cetera Advisor Networks LLC Gainesville FL Private Residence,linda.wisniewski@ceterawealth.com,,Salesforce
9631440,,Nathan Hayman,,,nate.hayman@gmail.com,,List import
9640736,,qawsed qawszx,,,qawsed@hotmail.com,,List import
11015680,Inactive Investor,Srinath Desilva,Financial Advisor,"CUSO Financial Services, L.P. Georgetown TX 4409 Williams Dr",,,Salesforce
11087135,Inactive Investor,Joseph Eakin,Financial Advisor,LPL Financial LLC Tyler TX 3200 Troup Hwy,joseph.eakin@lpl.com,,Salesforce
10457377,,Thomas Davis,,,admin@bigmoney.vip,,Web Form Fillout
11028444,Inactive Investor,Matthew Shanks,,"OneAmerica Securities, Inc.",matthew.shanks@oneamerica.com,,Salesforce
9596200,,Adeleke Mahmood,,,adeleke1mamlek@gmail.com,,List import
11149827,Inactive Investor,Jennifer Zittel,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,,,Salesforce
11025999,Inactive Investor,Chase Scott,,Park Avenue Securities LLC Frisco TX 2601 Network Blvd,,,Salesforce
11073743,Inactive Investor,Brett Upper,Chief Compliance Officer;Principal,Tide Cove Capital Partners LLC,,,Salesforce
205647,,william payne,,Ulterra Drilling Technologies,whgpayne@gmail.com,8322479345,Organic Search
344032,,Roxane Galati,"Vice President, Private Wealth Management",Cwa Asset Management Group,roxane@cwafgi.com,239-434-7434,Manual List Upload
11016355,Inactive Investor,James Geosits,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reading PA 985 Berkshire Blvd",,,Salesforce
9643827,,Vinh Nguyen,,,dacvinh@gmail.com,,List import
11212422,Inactive Investor,Gabrielle Brown,,J.P. Morgan Securities LLC New York NY 1003 Lexington Ave,gabrielle.gold@jpmorgan.com,,Salesforce
11085527,Inactive Investor,Charles Bauder,Private Wealth Advisor;Vice President,"Raymond James & Associates, Inc.",charles.bauder@raymondjames.com,,Salesforce
11142310,Inactive Investor,Bradley Williams,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",bwilliams53@ml.com,,Salesforce
344666,,Thomas Over,Member,"Capital Investment Services, Llc",tover@vinedahlen.com,425-771-6055,Manual List Upload
9619072,,Wesley Don,,,wdon@senvest.com,,List import
11177570,Inactive Investor,Karen Johnson,Private Client Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",karen.t.johnson@bofa.com,,Salesforce
10927125,Inactive Investor,Juan Ruiz Saavedra,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10903660,Inactive Investor,Cassandra Meyers,Assistant Vice President;Senior Financial Analyst,Robert W. Baird & Co. Incorporated,cmeyer@rwbaird.com,,Salesforce
10858745,Inactive Investor,Chad Franks,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,cfranks@ft.newyorklife.com,,Salesforce
10619665,,Aaron Adcock,,,aaron.adcock@captrust.com,,List Import
11194396,Inactive Investor,Joseph Kartheiser,Lending Specialist;Managing Director;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,joe.kartheiser@morganstanley.com,,Salesforce
11121187,Inactive Investor,Susan Anthony,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
11103900,Inactive Investor,Quintin Hogrefe,Wealth Consultant,Genex Consulting,quint@genexstl.com,,Salesforce
10842980,Inactive Investor,Craig Grover,Financial Advisor,"Northeast Planning Associates, Inc. Hampden ME 101 Western Ave",cgrover@northeastplanning.com,,Salesforce
11087965,Inactive Investor,Shawn Farrokh,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",shawn.farrokh@ml.com,,Salesforce
11139722,Inactive Investor,Clark Bixler,Lead Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",clark.bixler@nm.com,,Salesforce
10611616,,William Gourd,"Managing Director, Private Wealth Advisor",,will.gourd@ubs.com,,List Import
10805711,Inactive Investor,James Applewhite,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",,,Salesforce
11030473,Inactive Investor,Darrell Colvin,Financial Advisor,"Raymond James & Associates, Inc. Pittsfield MA 7 North St",darrell.colvin@raymondjames.com,,Salesforce
10989150,Inactive Investor,Jonah Callandret,Financial Advisor,Park Avenue Securities LLC Needham Heights MA 160 Gould St,,,Salesforce
203355,,Donald Myers,,[Unknown],myers@math.arizona.edu,,
11093338,Inactive Investor,Anthony Herbenson,Financial Advisor,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,,,Salesforce
10899805,Inactive Investor,Brendan Hawks,,"Truist Investment Services, Inc. Chattanooga TN 736 Market St",brendan.j.hawks@truist.com,,Salesforce
10611690,,Brian Suozzi,Financial Advisor,,brian.suozzi@wellsfargoadvisors.com,,List Import
10879169,Inactive Investor,Jesse Noblett,,LPL Financial LLC,jesse.noblett@lpl.com,,Salesforce
63611,,Becky Tochip,,"MML Investors Services, LLC",btochip@financialguide.com,941-366-0687,
346603,,Stephanie Simmons,Executive Assistant,"Nautic Partners, Llc",ssimmons@nautic.com,401-278-6770,Manual List Upload
10921205,Inactive Investor,Michael Riedmuller,Financial Advisor,Edward Jones Castle Rock CO 18 S Wilcox St,michael.riedmuller@edwardjones.com,,Salesforce
9569795,,Joseph Bernheimer,,,jbernheimer@sagepointadvisor.com,,List import
10926177,Inactive Investor,Steven Gitter,Chief Compliance Officer;Co-Founder;Financial Advisor;Managing Member,PureVest,sgitter@purevest.net,,Salesforce
10848401,Inactive Investor,David Engel,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",david.engel@wellsfargoadvisors.com,,Salesforce
10856918,Inactive Investor,Tara Mundorff,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,tara.mundorff@ubs.com,,Salesforce
10765300,Inactive Investor,Thomas McGuire,Financial Consultant,Thrivent Investment Management Inc. Lansdale PA 2031 N Broad St,thomas.mcguire@thrivent.com,,Salesforce
11060762,Inactive Investor,Brett Kincade,,Ally Invest Securities LLC,,,Salesforce
248640,,Orlando C. Guedez Calderin,Senior Business Analyst,Endava,orlando.guedez@endava.com,,Manual List Upload
10937548,Inactive Investor,Daniel Rohnke,Financial Services Representative,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",drohnke@financialguide.com,,Salesforce
9641899,,Naomi Denning,,,ndenning@eckler.ca,,List import
212918,,Liam Glass,Analyst,Helena,liamjglass@gmail.com,,
11064583,Inactive Investor,Zhijie Jiang,,NYLIFE Securities LLC Pasadena CA 55 S Lake Ave,zjiang@ft.newyorklife.com,,Salesforce
10897911,Inactive Investor,Erica Nitzkin,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",erica.nitzkin@ml.com,,Salesforce
11003221,Inactive Investor,Brittany Bradley,,"First Command Brokerage Services, Inc. Clarksville TN 2279 Raleigh Ct",babradley@firstcommand.com,,Salesforce
10883263,Inactive Investor,James Brewer,Chief Compliance Officer;Chief Executive Officer;Founder;President,Envision Wealth Planning Inc.,jb@envisionwealth.us,,Salesforce
11212558,Inactive Investor,Mackenzie Watson,,"Osaic FA, Inc. Annapolis MD 1000 Bestgate Rd",grahm.watson@lfg.com,,Salesforce
10847274,Inactive Investor,Tri Nguyen,Process Design Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ellicott City MD 9150 Baltimore National Pike",,,Salesforce
10775281,Inactive Investor,Christopher Walsh,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10759960,Inactive Investor,Robert Keller,Vice Chairman,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,robert.a.keller@jpmorgan.com,,Salesforce
11001509,Inactive Investor,Quinton Smith,,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",quinton.smith@equitable.com,,Salesforce
10834737,Inactive Investor,Hyrum Cottrell,Financial Advisor,Edward Jones Snowflake AZ 932 S Main St,hyrum.cottrell@edwardjones.com,,Salesforce
10967197,Inactive Investor,John Sorensen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11035705,Inactive Investor,Steven Thomas,Financial Advisor,Edward Jones Louisville OH 1293 California Ave,steve.thomas@edwardjones.com,,Salesforce
10954901,Inactive Investor,Nancy Wood,Practice Manager;Sales Assistant,"Ameriprise Financial Services, LLC Wilmington DE 5195 W Woodmill Dr",,,Salesforce
10968707,Inactive Investor,Tahesia Carter,,MWA Financial Services Inc. Liberty NC 10116 Old Liberty Rd,tahesia.c.carter@mwarep.org,,Salesforce
10488080,,John Oxaal,"General Partner, Vice President",Sevin Rosen Funds,jto@srfunds.com,,List Import
11093571,Inactive Investor,Kevin Sienko,First Vice President;Senior Portfolio Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",kevin.sienko@rbc.com,,Salesforce
11047003,Inactive Investor,Jennifer Weber,Financial Planner,"Weber Asset Management, Inc.",,,Salesforce
10893672,Inactive Investor,Marcus Fair,Financial Advisor,Robert W. Baird & Co. Incorporated,mfair@rwbaird.com,,Salesforce
11176304,Inactive Investor,Daniel Koop,,PFS Investments Inc. Zeeland MI 400 S State St,dkoop@primerica.com,,Salesforce
10696061,,Carolina Zingg,,Singular Wealth Management,cz@epkpanama.com,,List import
11173360,Inactive Investor,Elizabeth Kirkpatrick,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",elizabeth_g_kirkpatrick@ml.com,,Salesforce
10648456,,Christopher Cobus,,,christopher.cobus@fmr.com,,List import
11128788,Inactive Investor,Ken Bell,,PFS Investments Inc. Pewaukee WI N28W23000 Roundy Dr,ken.bell@primerica.com,,Salesforce
352798,,Lauren Harmon,Research Analyst,"Polen Capital Management, Llc",lharmon@polencapital.com,156-124-12425,Manual List Upload
11122617,Inactive Investor,Marsha Spear,Financial Advisor,Edward Jones Alpharetta GA 295 Rucker Rd,marsha.spear@edwardjones.com,,Salesforce
237911,, -,,[[Unknown]],kassbrak@gmail.com,,
10760798,Inactive Investor,William Orr,Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",william_orr@ml.com,,Salesforce
10910339,Inactive Investor,Joseph Hofmeister,,"Osaic Wealth, Inc. Spring Hill FL 5143 Commercial Way",,,Salesforce
10800559,Inactive Investor,Scott Chambers,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",scott.chambers@wellsfargoadvisors.com,,Salesforce
9545122,,michael wanser,,,mwanser@cyzen.io,,List import
10825223,Inactive Investor,Brian Davis,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Melville NY 395 N Service Rd",brian.davis@equitable.com,,Salesforce
10615895,,Aminadab Lugo,,,aminadab.x.lugo@jpmorgan.com,,List Import
205421,,Victor Feng,"Senior Product Manager, OEM Programs, Server Product Team",VIPNetworks,victor@vipnetworks.com,,
11118900,Inactive Investor,Jonathan Abbuehl,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Sarasota FL 6151 Lake Osprey Dr",jonathan.abbuehl@tiaa.org,,Salesforce
11202073,Inactive Investor,Christopher Tucker,President,"Legacy Wealth Advisors, Inc.",,,Salesforce
10904471,Inactive Investor,Enrique Araiza,,"Titleist Capital, LLC",,,Salesforce
11255467,Inactive Investor,Kai Xiong,Chief Investment Officer,"Tarbox Family Office, Inc.",,,Salesforce
10940581,Inactive Investor,Matthew Welch,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
6378703,,Bamba Alpha,,,bambaalpha000@gmail.com,,Web Form Fillout
10973663,Inactive Investor,Kristi Austin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",kaustin3@ml.com,,Salesforce
10787011,Inactive Investor,John McLoughlin,,Santander Securities LLC Florham Park NJ 200 Park Ave,john.mcloughlin@santanderinvestments.com,,Salesforce
9581364,,Sam Tung,,,sammytung790110@gmail.com,,List import
582,,,,,timyatz29@yahoo.co.jp,,
340207,,Craig Lehner,,New York State Common Retirement Fund,clehner@osc.state.ny.us,(518) 474-4003,Database Upload
159818,,Andrea Dionisio,,[Unknown],adionisio@gmail.com,,Paid Social
11082571,Inactive Investor,Darren Williams,,"Stifel Independent Advisors, LLC Hillsboro OR Private Residence",williada@centurysecurities.com,,Salesforce
11206671,Inactive Investor,Marc Mattarochia,Financial Consultant,LPL Financial LLC Wexford PA 2000 Corporate Dr,marc.mattarochia@lpl.com,,Salesforce
10901239,Inactive Investor,George Duff,Chief Compliance Officer;Investment Advisor;Member;Principal,"Grace Capital Management, LLC",george@grace-cap.com,,Salesforce
10974233,Inactive Investor,Evan Evans,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11021475,Inactive Investor,Elizabeth Kennedy,,J.P. Morgan Securities LLC New Berlin WI 15525 W National Ave,elizabeth.kennedy@jpmorgan.com,,Salesforce
225428,,m.ali nemati,,[Unknown],m.ali.nemati@gmail.com,,source
203154,,Zihao Fu,,[Unknown],605034747@qq.com,,
188408,,Luca Solaro,,[Unknown],solaro.luca@gmail.com,,source
5746855,,Kumika Watia,,,kumikainv@gmail.com,5712293516,Web Form Fillout
10986601,Inactive Investor,Matthew Barson,Client Advisor,Arvest Wealth Management Springdale AR 3950 W Sunset Ave,mbarson@arvest.com,,Salesforce
5947235,,Eugene Smith,,,jayewew418@chnlog.com,,Web Form Fillout
11108795,Inactive Investor,Kurt Arvidson,Limited Partner;Partner;Portfolio Manager,NPF Investment Advisors,kurta@norrisperne.com,,Salesforce
119944,,David Kinney,,United States,david.kinney@gmail.com,,
10934005,Inactive Investor,Paula Walker,,Key Investment Services LLC Mansfield OH 1001 Ashland Rd,paula_j_blevins@keybank.com,,Salesforce
11042344,Inactive Investor,Battle Beasley,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",battle.beasley@raymondjames.com,,Salesforce
11019372,Inactive Investor,Amit Seth,Chief Compliance Officer;Managing Partner,Seth Wealth Management,amitseth@sethwealthmanagement.com,,Salesforce
11230875,Inactive Investor,Mark Burns,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,,,Salesforce
9576321,,William Parker,,,wparker180@gmail.com,,List import
11118322,Inactive Investor,Ben G Amporful,,PFS Investments Inc. Macon GA 3312 Northside Dr,ben.amporful@primerica.com,,Salesforce
10781450,Inactive Investor,Anthony Zaccaria,Account Vice President;Financial Advisor,UBS Financial Services Inc. Davenport IA 5515 Utica Ridge Rd,anthony.zaccaria@ubs.com,,Salesforce
338879,,Meghan Mullen,Office Manager,Lutz Financial,mmullen@lutz.us,402-827-2300,Manual List Upload
10666404,,amin karamirad,,,amin.karami1165@gmail.com,,Web form fillout
11131474,Inactive Investor,Valdemar Trujillo,,PFS Investments Inc. Elgin IL 705 Tollgate Rd,valdemar.trujillohuerta@primerica.com,,Salesforce
11128685,Inactive Investor,Sandra Smith,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,sandra.smith@morganstanley.com,,Salesforce
11157025,Inactive Investor,David Hilton,Chief Operating Officer;Partner;Principal;Vice President,Kaye Capital Management,dhilton@kayecapital.com,,Salesforce
10614451,,Aliya Sahai,"Financial Advisor, Principal",,aliya.sahai@bernstein.com,,List Import
10989328,Inactive Investor,Azeez Khairallah,,"Bankers Life Securities, Inc. Stockton CA 1776 W March Ln",azeez.khairallah@bankerslife.com,,Salesforce
9601071,,Chris Patten-Walker,,,mail@chris-patten-walker.co.uk,,List import
11067602,Inactive Investor,Jonathan Hendren,Client Associate,"Wells Fargo Clearing Services, LLC Missoula MT 1800 S Russell St",,,Salesforce
10832090,Inactive Investor,Dwight Atchley,Financial Advisor,Edward Jones Oak Park IL 1010 Lake St,dwight.atchley@edwardjones.com,,Salesforce
9567672,,Pamela Thayer,,,pamelathayer@financialguide.com,,List import
11177658,Inactive Investor,Michael Clinkenbeard,,"Farmers Financial Solutions, LLC Santee CA 235 Town Center Pkwy",mclinkenbeard@farmersagent.com,,Salesforce
10857708,Inactive Investor,John Palmieri,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",john.palmieri@ml.com,,Salesforce
11211098,Inactive Investor,Larry King,Financial Advisor,"Wells Fargo Clearing Services, LLC Columbus GA 6001 River Rd",larry.a.king@wellsfargoadvisors.com,,Salesforce
10828795,Inactive Investor,Laura Sutton,Client Associate,"Ameriprise Financial Services, LLC Batesville AR 1530 Byers St",laura.sutton@ampf.com,,Salesforce
11221806,,Oscar Castellanos,,,ocastellanos@provwealth.com,,List Import
9608232,,Jagos Medenica,,,jagosmedenica@gmail.com,,List import
220249,,Crystal Wong,,[Unknown],metawong01@gmail.com,,Direct
10969066,Inactive Investor,Brent Mcguire,Senior Client Associate,Neuberger Berman BD LLC,brent.mcguire@nb.com,,Salesforce
11091438,Inactive Investor,Jose Valenzuela,,"Alterna Securities, Inc.",,,Salesforce
10833362,Inactive Investor,Jennifer Tokach,Financial Advisor,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,jennifer.tokach@morganstanley.com,,Salesforce
9583763,,Kathleen Lyon,,,kate@lyoncapital.com,,List import
11001714,Inactive Investor,Kevin Bajana,Wealth Relationship Associate,Citigroup Global Markets Inc. Thornwood NY 1022 Broadway,kevin.bajana@citigroup.com,,Salesforce
341566,,Sonya Sbar,"Senior Vice President, Chief Product & Strategy Officer",Missionsquare Retirement,ssbar@icmarc.org,202-962-4600,Manual List Upload
10911059,Inactive Investor,Andrew Hatherley,Chief Compliance Officer;Managing Member,The Retirement Solutions Group,andrew@hatherleycapital.com,,Salesforce
11091910,Inactive Investor,Rise Agravante,,J.P. Morgan Securities LLC San Diego CA 10429 Craftsman Way,risefaith.b.agravante@chase.com,,Salesforce
9582544,,Addie Wagenknecht,,,addie@algorand.foundation,,List import
11202601,Inactive Investor,Matthew Litwin,Chief Executive Officer;Managing Director,"Greycourt & Co., Inc.",mlitwin@greycourt.com,,Salesforce
11103201,Inactive Investor,Kyle Volker,,J.P. Morgan Securities LLC Utica MI 4665 24 Mile Rd,kyle.volker@jpmorgan.com,,Salesforce
151707,,Xandra Laskowski,,[Unknown],laskowski@cox.net,,
11070060,Inactive Investor,Virshal Singh,Assistant Vice President,J.P. Morgan Securities LLC Hillsboro OR 2115 SE Tualatin Valley Hwy,virshal.singh@jpmorgan.com,,Salesforce
3150216,,Fatemeh Morshedian,,,parnian.p1392@gmail.com,,
10951983,Inactive Investor,Jeffery Phillips,,"VALIC Financial Advisors, Inc. Jonesboro AR 1322 Stone St",jeffery.phillips@valic.com,,Salesforce
11185522,Inactive Investor,Shawnette Haas,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
11034619,Inactive Investor,Adolfo Ortiz,,"Allstate Financial Services, LLC Concord CA 2280 Diamond Blvd",adolfoortiz@allstate.com,,Salesforce
9608927,,Edoardo Vecchio,,,edoardo@iconium.it,,List import
10927765,Inactive Investor,Lars Omlid,,"Moloney Securities Co., Inc.",info@moseco.com,,Salesforce
372372,,Gregory Montalbano,,[Unknown],gm@iorthomd.com,,Salesforce
10908148,Inactive Investor,Ollie Bailey,,State Farm VP Management Corp. Pass Christian MS 234 Davis Ave,,,Salesforce
11156011,Inactive Investor,Shawnae Galien,Financial Planning Specialist,"Ameriprise Financial Services, LLC Manitowoc WI 980 Maritime Dr",shawnae.galien@ampf.com,,Salesforce
9575827,,Pete Ahacich,,,pjahacich@gmail.com,,List import
10487827,,Richard Wright,,"B. Riley Wealth Advisors, Inc.",primarypromo@ymail.com,,List Import
11015551,Inactive Investor,Byron Galindo,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,byron.galindo.wj2z@statefarm.com,,Salesforce
11123722,Inactive Investor,Daniel Hefley,Internal Audit Manager,Edward Jones Saint Louis MO 6555 Chippewa St,daniel.hefley@edwardjones.com,,Salesforce
10930159,Inactive Investor,Phyllis Verzosa,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,pverzosa@primerica.com,,Salesforce
10839218,Inactive Investor,Suzana Markasevic,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
9578373,,Isabelle Sieuv,,,isabelle.sieuv@hotmail.com,,List import
10950679,Inactive Investor,Lisbet Santana,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10803781,Inactive Investor,Don Morris,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Knoxville TN 265 Brookview Centre Way",don.morris1@wellsfargoadvisors.com,,Salesforce
10902745,Inactive Investor,John Bailey,Financial Professional,LPL Financial LLC Tacoma WA 1102 Broadway,john.j.bailey@lpl.com,,Salesforce
11000808,Inactive Investor,Vincent Ward,,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,vincent.ward@primerica.com,,Salesforce
1001903,Inactive Investor,Gregory Stahl,CIO,Dock Street Capital,gstahl@dockstreetcapital.com, +1 610 279 0400,Database Upload
10801554,Inactive Investor,Jon Blahnik,,"Raymond James Financial Services, Inc. Sturgeon Bay WI 4050 State Hwy 42/57",jon.blahnik@raymondjames.com,,Salesforce
11063190,Inactive Investor,Kevin Mccormack,President,"Pension Parameters Financial Services, Inc.",kevinm@pensionparameters.com,,Salesforce
10764230,Inactive Investor,Elaine Weinberg,Financial Advisor;Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,elaine.weinberg@morganstanley.com,,Salesforce
10794855,Inactive Investor,Jerry Faust,Financial Advisor,Edward Jones Grafton WI 1215 12th Ave,jerry.faust@edwardjones.com,,Salesforce
11016984,Inactive Investor,Joseph Wilson,,"Osaic Wealth, Inc.",,,Salesforce
10871936,Inactive Investor,Jay Dale,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1100 E 6600 S",,,Salesforce
11106209,Inactive Investor,Kevin Farrell,,"Ameriprise Financial Services, LLC Cape May NJ 3800 Bayshore Rd",kevin.farrell@ampf.com,,Salesforce
350099,,Charity Schiltz,Advanced Suitability Principal,Thrivent Investment Management Inc.,charity.schiltz@thrivent.com,920-757-9520,
11168770,Inactive Investor,Hannah Gill,Branch Auditor,Edward Jones Caterville IL Private Residence,hannah.gill@edwardjones.com,,Salesforce
11195239,Inactive Investor,Jacob Ritchie,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10842561,Inactive Investor,Christopher Devine,,"Raymond James Financial Services, Inc. Westfield NJ 324 E Broad St",christopher.devine@raymondjames.com,,Salesforce
10885625,Inactive Investor,Daniel Holden,,"Raymond James Financial Services, Inc. Lincoln NE 6600 S 27th St",daniel.holden@raymondjames.com,,Salesforce
10912468,Inactive Investor,Richard Spicer,,PFS Investments Inc. Cincinnati OH 4555 Lake Forest Dr,richard.spicer@primerica.com,,Salesforce
10884512,Inactive Investor,Neal Schering,,LPL Financial LLC Valparaiso IN 1759 Thornapple Cir,neal.schering@lpl.com,,Salesforce
10991106,Inactive Investor,Benjamin Holden,Investment Advisor,Commonwealth Financial Network Plano TX 7200 Dallas Pkwy,bholden@commonwealth.com,,Salesforce
10947527,Inactive Investor,Jennifer Delaney,,LPL Financial LLC Wappingers Falls NY 1810 South Rd,jennifer.delaney@lpl.com,,Salesforce
10870202,Inactive Investor,Dariel Murray,,Purshe Kaplan Sterling Investments Mobile AL 41 W I65 Service Rd N,dmurray@pksinvest.com,,Salesforce
11090447,Inactive Investor,Sten Morgan,,Stonex Securities Inc. Franklin TN 6700 Tower Cir,sten.morgan@saswealth.com,,Salesforce
11078140,Inactive Investor,Tyler Rowley,Associate,Edward Jones Redding CA 1255 Sacramento St,,,Salesforce
10868525,Inactive Investor,Alexander Amend,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
11235191,Inactive Investor,Morgan Davis,Chief Financial Officer,The Wealth Consulting Group San Diego CA 7676 Hazard Center Dr,mdavis@wealthcg.com,,Salesforce
10604196,,Jonathan Trigg,Ned,Altair,jonathan.trigg@accentequityfunds.com,7700713570,List Import
11109013,Inactive Investor,Jordan Morris,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
11071087,Inactive Investor,Tammie Barsocchini,,LPL Financial LLC Belmont CA Private Residence,tammie.barsocchini@lpl.com,,Salesforce
11026477,Inactive Investor,Justin Reed,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9636080,,James Mcconnell,,,james.mcconnell@landmarkpartners.com,,List import
10839525,Inactive Investor,Adam Erickson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",adam.erickson@schwab.com,,Salesforce
10904359,Inactive Investor,Dina Bunn,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",dina.bunn@nm.com,,Salesforce
10783281,Inactive Investor,Nicole Ryan,,Cetera Advisor Networks LLC Pasadena CA 301 E Colorado Blvd,ryann@ceteranetworks.com,,Salesforce
10795734,Inactive Investor,Sherry Malone,Senior Client Service Associate,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,sherry.malone@ubs.com,,Salesforce
11127327,Inactive Investor,Arlyne Rivera Rosario,,PFS Investments Inc. Humboldt SD 122 S Main St,arivera.1ybpk@primerica.com,,Salesforce
9643637,,Jeffrey Stone,,,jstone648@gmail.com,,List import
10615612,,Cynthia Grauer,Financial Advisor,,cgrauer@coastlinewealth.com,,List Import
10946898,Inactive Investor,James Jones,,Family Wealth Planning Partners,,,Salesforce
10850229,Inactive Investor,Andrew Bodner,Chief Compliance Officer;Founder;President,"Double Diamond Investment Group, LLC",andrew.bodner@doubledig.com,,Salesforce
10983812,Inactive Investor,Kelci McGinnis,,J.P. Morgan Securities LLC Colleyville TX 3904 Glade Rd,kelci.mcginnis@jpmorgan.com,,Salesforce
11198939,Inactive Investor,James Ortman,Executive Director;Investment Specialist,J.P. Morgan Securities LLC Cincinnati OH 8044 Montgomery Rd,james.m.ortman@jpmorgan.com,,Salesforce
10830832,Inactive Investor,Robert Parker,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",robert.parker@raymondjames.com,,Salesforce
10989383,Inactive Investor,Paul Miller,,Stonex Securities Inc. Blue Bell PA 3 Valley Sq,paul.miller@saswealth.com,,Salesforce
6773903,,Karen A Smith,,,koroh17279@jobsfeel.com,,Web Form Fillout
10766660,Inactive Investor,David Mendoza,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Los Gatos CA 750 University Ave,dmendoza@rockco.com,,Salesforce
10964862,Inactive Investor,Heather Johnson,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
9617382,,Gus Kor,,,guleko@protonmail.com,,List import
11048070,Inactive Investor,Christophe Palabe,Chief Executive Officer;Founder,LPL Financial LLC Northbrook IL 707 Skokie Blvd,chris.palabe@lpl.com,,Salesforce
334326,,Grace Chyun,,Mercer Global Advisors Inc.,gchyun@merceradvisors.com,,
10970273,Inactive Investor,Margaret Garvey,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",maggie.garvey@schwab.com,,Salesforce
341692,, -,,[[Unknown]],ktw2722@hanmail.net,,
11124159,Inactive Investor,Molly Morgan,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",molly.morgan@nm.com,,Salesforce
11092304,Inactive Investor,Michael Kiely,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9604933,,V g,,,vgreads51@gmail.com,,List import
11132588,Inactive Investor,John Mcgowan,Advisor;Chief Compliance Officer;Chief Executive Officer;Founder,Mandala Financial Advisors LLC,,,Salesforce
11015226,Inactive Investor,Pansy Moreau,,PFS Investments Inc. Pompano Beach FL 7401 Wiles Rd,pmoreau@primerica.com,,Salesforce
11125470,Inactive Investor,Jennifer Kapov,Private Wealth Management Specialist;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jennifer.kapov@ml.com,,Salesforce
11045547,Inactive Investor,Don Saulic,,"HighTower Securities, LLC Newport Beach CA 520 Newport Center Dr",dsaulic@hightoweradvisors.com,,Salesforce
11114932,Inactive Investor,Michael Einzig,,Fidelity Brokerage Services LLC,michael.einzig@fidelity.com,,Salesforce
10983069,Inactive Investor,Jill Bassett,,"Leigh Baldwin & Co., LLC Liverpool NY 181 Blackberry Rd",jbassett@leighbaldwin.com,,Salesforce
10613891,,William Jovanovich,Financial Advisor,,william.jovanovich@ubs.com,,List Import
10937827,Inactive Investor,Jose Salgado,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",jose.salgado@equitable.com,,Salesforce
11090981,Inactive Investor,Jeffrey King,Account Vice President;Financial Advisor,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,jeffrey.p.king@ubs.com,,Salesforce
10658530,,Leida Galvan,,,leida.galvan@chase.com,,List Import
342180,,Paul Labib,Managing Director,Dynamic Beta Investments Llc,plabib@beachheadcapital.com,646-837-7030,Manual List Upload
11101081,Inactive Investor,Jonathan Cozens,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,j.cozens@fi.com,,Salesforce
11176305,Inactive Investor,Thomas Hurley,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,thomas.hurley@primerica.com,,Salesforce
10772687,Inactive Investor,Michael Harenza,Financial Advisor,Edward Jones Whitewater WI 1204 E Bluff Rd,michael.harenza@edwardjones.com,,Salesforce
9573361,,Siqi Gu,,,guheimdall@gmail.com,,List import
11024820,Inactive Investor,Rayce Nunley,,Innovation Partners LLC,,,Salesforce
11002123,Inactive Investor,Noah Gear,,"Kestra Investment Services, LLC San Jose CA 1100 Lincoln Ave",,,Salesforce
10883817,Inactive Investor,Jonathon Venhuizen,Financial Consultant,"Packerland Brokerage Services, Inc. Waupun WI 999 W Main St",jonathon_venhuizen@packerlandbrokerage.com,,Salesforce
11107019,Inactive Investor,William Matthes,Co-Founder;Senior Portfolio Manager,Compass Wealth Management LLC,bill@compasswealthmanagement.com,,Salesforce
248749,,Shawn Collins,Shareholder,Stradling,scollins@stradlinglaw.com,,Manual List Upload
9546949,,Maada Foray,,,m.foray@hotmail.co.uk,,List import
11201518,Inactive Investor,Anthony Barone,Regional Vice President,PFS Investments Inc. Patchogue NY 475 E Main St,abarone@primerica.com,,Salesforce
11039308,Inactive Investor,Timothy Bates,,"Allstate Financial Services, LLC Humble TX 8530 FM 1960 Rd E",timothybates@allstate.com,,Salesforce
11013823,Inactive Investor,Benjamin Achenbach,,State Farm VP Management Corp. Prairie Du Chien WI 524 E Blackhawk Ave,ben.achenbach.vadyfy@statefarm.com,,Salesforce
9591017,,Dain Degroff,,,ddegroff@trianglepeakpartners.com,,List import
11196976,Inactive Investor,Maureen Livernois-Klimek,Client Service Associate,Oppenheimer & Co. Inc. Grosse Pointe MI 63 Kercheval Ave,,,Salesforce
11113939,Inactive Investor,Todd Dates,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",todd.dates@ml.com,,Salesforce
10829778,Inactive Investor,Isaac Frankel,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",isaac.frankel@ml.com,,Salesforce
5474041,,BIRHAN MERSHA,,,birhanmersha62@gmail.com,,Web Form Fillout
10898487,Inactive Investor,Conner Dorris,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,conner.dorris@fidelity.com,,Salesforce
10902819,Inactive Investor,Timothy Bruss,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
187354,,James Miller,,[Unknown],jkenmiller@gmail.com,,
11010204,Inactive Investor,Kristen Zingale,,Commonwealth Financial Network Avon OH 37040 Colorado Ave,kzingale@commonwealth.com,,Salesforce
10887052,Inactive Investor,Claudia Carmona,,Snowden Account Services LLC,ccarmona@snowdenlane.com,,Salesforce
10903745,Inactive Investor,Nazar Shkambara,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",nazar.shkambara@ml.com,,Salesforce
234278,, -,,[[Unknown]],achachkes@gmail.com,,
11156753,Inactive Investor,Robert Lenderink,Financial Advisor;Senior Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,mike.lenderink@morganstanley.com,,Salesforce
11198764,Inactive Investor,Michael Graves,,Modern Capital Securities Inc.,,,Salesforce
10931146,Inactive Investor,Michael French,Financial Advisor;Wealth Advisor,LPL Financial LLC Kalispell MT 1131 S Main St,michael.french@lpl.com,,Salesforce
11066123,Inactive Investor,Michael Delehanty,,"Berthel, Fisher & Company Financial Services, Inc. Titusville NJ 3 State Park Dr",,,Salesforce
9560046,,Kiara Pratt,,,tamica87@yahoo.com,,List import
11148398,Inactive Investor,Marcus Dickerson,,"Avantax Investment Services, Inc. Beaumont TX 4055 Dowlen Rd",,,Salesforce
9583908,,Christopher Light,,,clight@foresightmgt.com,,List import
9563583,,Melissa Gibson,,,melissa@ms-research.com,,List import
11232902,Inactive Investor,Jody Otto,,"Osaic Wealth, Inc. Inver Grove Heights MN 5886 Blackshire Path",,,Salesforce
9638953,,Vardges Markosyan,,,vardges@hiltonfoundation.org,,List import
10854638,Inactive Investor,Jonathan Beehler,,"Avantax Investment Services, Inc. Grand Forks ND 401 Demers Ave",jonathan.beehler@avantax.com,,Salesforce
11198842,Inactive Investor,Megan Benson,,Citigroup Global Markets Inc.,,,Salesforce
10883693,Inactive Investor,Maksim Prigodich,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Rock Hill SC 1709 Heckle Blvd",maksim.i.prigodich@wellsfargo.com,,Salesforce
11176706,Inactive Investor,Boyd Thames,,Park Avenue Securities LLC Mobile AL 1110 Montlimar Dr,boyd_m_thames@glic.com,,Salesforce
231177,, -,,[[Unknown]],chrystophercasero@gmail.com,,
11064101,Inactive Investor,Sarah Khan,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9629615,,Huw Rogers,,,hrogers@paxos.com,,List import
9606538,,john collins,,,jackcollins72@yahoo.com,,List import
11054065,Inactive Investor,Shaun Steiger,Member;Research Analyst,"VELA Investment Management, LLC",ssteiger@vela-im.com,,Salesforce
10885792,Inactive Investor,Weston Hatfield,Director - Investment Operations,"Northwestern Mutual Investment Services, LLC Norwalk CT 50 Washington St",weston.hatfield@nm.com,,Salesforce
336677,,Michael Farah,Partner,Linden Capital Partners,mfarah@lindenllc.com,312-506-5600,Manual List Upload
11083633,Inactive Investor,Richard Parsson,Investment Executive,"Fifth Third Securities, Inc. Medina OH 810 N Court St",richard.parsson@53.com,,Salesforce
11212733,Inactive Investor,Michelle Zaffino,,NYLIFE Securities LLC New York NY 420 Lexington Ave,mzaffino@ft.newyorklife.com,,Salesforce
10922327,Inactive Investor,Louis Zuccarello,Wealth Advisor,LPL Financial LLC Omaha NE 13304 W Center Rd,louis.zuccarello@lpl.com,,Salesforce
343283,,Jean-Paul Centrale,,[Unknown],jp.centrale@free.fr,,
9636868,,William Kelly,,,wkelly@beaconcapital.com,,List import
10617752,,Erik Held,,,erik.held@ubs.com,,List Import
9572768,,Adarsh Verma,,,vermaad@gmail.com,,List import
9637707,,Jun-soo Shin,,,dearjuns@kbinsure.co.kr,,List import
9549229,,Raymond Delvaglio,,,rdelvaglio2@verizon.net,,List import
10949266,Inactive Investor,Justin Leonard,Private Client Advisor,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,,,Salesforce
10998975,Inactive Investor,Patrick Rhyne,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 110 Oakwood Dr",patrick.rhyne@wellsfargoadvisors.com,,Salesforce
9584024,,Aaron Brown,,,a.brown@fi.com,,List import
11145864,Inactive Investor,Brian Wilson,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,brian.wilson@primerica.com,,Salesforce
10994543,Inactive Investor,Tyler Wilt,,Edward Jones Savannah MO 419 W Main St,tyler.wilt@edwardjones.com,,Salesforce
11107012,Inactive Investor,Michael Stolberg,Director,Prime Capital Financial,mstolberg@pciawealth.com,,Salesforce
10900734,Inactive Investor,Taylor Dunkin,,"Wells Fargo Clearing Services, LLC Pittsburgh PA 11 Stanwix St",,,Salesforce
10948187,Inactive Investor,Tiffany Coffin,Financial Advisor;Private Banker,"FSB Premier Wealth Management, Inc.",tcoffin@fsbfs.com,,Salesforce
11182974,Inactive Investor,Shannon Boyd,,"Wells Fargo Clearing Services, LLC Johnstown PA 140 Pasquerilla Plz",shannon.boyd@wellsfargoadvisors.com,,Salesforce
10845931,Inactive Investor,Kyle Jeter,Financial Advisor,Edward Jones Killeen TX 4008 E Stan Schlueter Loop,kyle.jeter@edwardjones.com,,Salesforce
11213307,Inactive Investor,David Shumway,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.shumway@fidelity.com,,Salesforce
11027413,Inactive Investor,Robert Swigert,Chief Executive Officer;Co-Founder;General Partner,Goodstead,robert.swigert@mytyr.co,,Salesforce
11096237,Inactive Investor,David Van Der Klok,Private Client Advisor,J.P. Morgan Securities LLC Grand Rapids MI 6261 Kalamazoo Ave SE,david.a.vanderklok@chase.com,,Salesforce
9566988,,Onur Diri,,,onur.diri.1997@gmail.com,,List import
11128285,Inactive Investor,Philip Forbes,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",,,Salesforce
10838645,Inactive Investor,Glenn Shaikun,,"Osaic Wealth, Inc. Buffalo NY 388 Evans St",,,Salesforce
10486449,,Robert Cecil,Principal,"Prospera Financial Services, Inc.",rcecil@cecilco.com,,List Import
10792845,Inactive Investor,Daniel Offutt,,Cetera Financial Specialists LLC Whitefish MT PO Box 1714,daniel.offutt@ceterafs.com,,Salesforce
9466681,,Ron Lysek,,Ron Lysek,ronald.lysekjr@franklintempleton.com,,List Import
11057747,Inactive Investor,David Van Geffen,Financial Advisor,"Ameriprise Financial Services, LLC Lafayette LA 1921 Kaliste Saloom Rd",david.vangeffen@ampf.com,,Salesforce
333394,,Brad Francis,,Cape Cod Five,bfrancis@capecodfive.com,,Manual List Upload
11192350,Inactive Investor,Yvonne Thomas,Financial Advisor;Senior Vice President,PNC Investments Redwood City CA 660 Woodside Rd,yvonne.thomas@pnc.com,,Salesforce
10828772,Inactive Investor,David Hurwitz,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",david.b.hurwitz@ampf.com,,Salesforce
11120938,Inactive Investor,Andrew Matthews,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11235748,Inactive Investor,Carl McDonald,Wealth Advisor,United Capital Financial Advisors Memphis TN 999 S Shady Grove Rd,carl.mcdonald@unitedcapitalwealth.com,,Salesforce
164019,,Laura Biro,,[Unknown],biroloradora@gmail.com,,source
9639061,,Dan Kerrigan,,,dan.kerrigan@michelin.com,,List import
11187463,Inactive Investor,Stephen Horst,Financial Advisor,"Ameriprise Financial Services, LLC Borger TX 1200 S Cedar St",stephen.x.horst@ampf.com,,Salesforce
10969364,Inactive Investor,Zoe Buckstead,,Edward Jones Rapid City SD 4200 Beach Dr,,,Salesforce
10489770,,Hatley Harrell,Senior Financial Advisor,"Crescent Advisor Group, Inc.",mh_tennis11@hotmail.com,,List Import
11099803,Inactive Investor,Drake Steers,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9553697,,Edd Carlton,,Flow Traders,Edd.Carlton@flowtraders.co.uk,,List import
9592404,,James Reidy,,,jreidy@spruceviewpartners.com,,List import
10656366,,Michael Bellis,,,michael.bellis@lpl.com,,List Import
10752713,Inactive Investor,James Hare,,"Raymond James Financial Services, Inc. Nashville TN 20 Burton Hills Blvd",james.hare@raymondjames.com,,Salesforce
9613428,,Donald Neiman,,,dneiman@williamblair.com,,List import
11111199,Inactive Investor,Michael Taff,,Park Avenue Securities LLC Chicago IL 20 S Clark St,michael_taff@glic.com,,Salesforce
65962,,Colin Holmes,,"MML Investors Services, LLC",cholmes@massmutual.com,317-469-9999,
11120557,Inactive Investor,Angela Hightower,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,ahightower@primerica.com,,Salesforce
11206067,Inactive Investor,James Gilbert,Financial Advisor,LPL Financial LLC Omaha NE 1123 S 80th St,james.gilbert@lpl.com,,Salesforce
11077059,Inactive Investor,David Liss,,J.P. Morgan Securities LLC Dayton OH 7990 Washington Village Dr,donald.liss@jpmorgan.com,,Salesforce
10658097,,Brian Zimmer,,,brian.zimmer@usbank.com,,List Import
10888544,Inactive Investor,Michael Short,,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
10657860,,Kristina Hart,,,khart@williamblair.com,,List Import
11059728,Inactive Investor,Douglas Farris,,NYLIFE Securities LLC Dayton OH Private Residence,dmfarris@ft.newyorklife.com,,Salesforce
10577199,Active Investor,Efrim Moore,,Efrim Moore,drecmoore@bellsouth.net,404-312-6778,Salesforce
10987448,Inactive Investor,Christina Luna,,PFS Investments Inc. Sacramento CA 7230 S Land Park Dr,christinamarieluna@primerica.com,,Salesforce
11160906,Inactive Investor,Danielle Lariviere,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",,,Salesforce
10948589,Inactive Investor,Todd Meador,Founder;President,"TKM Financial Services, LLC",todd@tkmfsllc.com,,Salesforce
10919867,Inactive Investor,William McArthur,,"J.W. Cole Financial, Inc. Santa Fe NM 2113 Fort Union Dr",,,Salesforce
9575345,,Perri Richman,,,perri@inspireglobal.vc,,List import
11111971,Inactive Investor,Brandon Baltzell,Financial Planner,LPL Financial LLC Salt Lake City UT 257 E 200 S,brandon.baltzell@lpl.com,,Salesforce
11068260,Inactive Investor,Kristina Huda-Dimen,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Merrillville IN 707 E 80th Pl",kristina.m.huda-dimen@ml.com,,Salesforce
11079046,Inactive Investor,Raiyat Binzaman,,J.P. Morgan Securities LLC Woodside NY 5926 Woodside Ave,raiyat.binzaman@jpmorgan.com,,Salesforce
11152905,Inactive Investor,Brian Albers,,"Osaic Wealth, Inc. Piqua OH Private Residence",,,Salesforce
10804408,Inactive Investor,Michael Hays,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",mhays@ml.com,,Salesforce
10597410,,Grace Tumang,,,grace.tumang@ceteraadvisors.com,,Web Form Fillout
10826673,Inactive Investor,Linda Jones,Senior Vice President,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",linda.h.jones@wfadvisors.com,,Salesforce
10771046,Inactive Investor,Nicholas Moran,Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,nicholas.moran@morganstanley.com,,Salesforce
11009981,Inactive Investor,Brandon Pearson,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10772131,Inactive Investor,Shannon Zeigler,Investment Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",shannon.zeigler@ml.com,,Salesforce
10931640,Inactive Investor,Darby Christenson,,Commonwealth Financial Network Scottsdale AZ 14500 N Frank Lloyd Wright Blvd,dchristenson@commonwealth.com,,Salesforce
9622167,,Dave Harsch,,,daveharsch6@aol.com,,List import
11077496,Inactive Investor,Edgar Zuleta Pantoja,Senior Manager,"Charles Schwab & Co., Inc. Decatur TX Private Residence",,,Salesforce
11175587,Inactive Investor,Beth Best,Senior Service Associate,Morgan Stanley Westlake OH 159 Crocker Park Blvd,beth.borato@morganstanley.com,,Salesforce
10879463,Inactive Investor,Jimmy Lin,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",jimmy.lin@schwab.com,,Salesforce
11218615,,Gerald Black,,,geraldblack@jamesiblack.com,,Other
10876085,Inactive Investor,Derek Santiago,,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",derek.santiago@ampf.com,,Salesforce
10657566,,Shamsah Poonja,,,sp35@ntrs.com,,List Import
11080374,Inactive Investor,Henry Podlazewski,Supervisory Officer,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10856550,Inactive Investor,Ryan Hulslander,,"Empower Financial Services, Inc Castle Rock CO 1491 Red Cliff Way",ryan.hulslander@empower.com,,Salesforce
9545972,,sandeep gagre,,,sgagre16@gmail.com,,List import
10986424,Inactive Investor,Lyndon Crawford,,"Cambridge Investment Research, Inc.",,,Salesforce
10866300,Inactive Investor,Corey Ross,,Cetera Advisors LLC Spokane WA 920 N Argonne Rd,corey.ross@ceteraadvisors.com,,Salesforce
9563474,,Muhammad Azlan Mas?od,,,alanz1201@gmail.com,,List import
11122524,Inactive Investor,Patrick Lindow,Financial Advisor,Edward Jones Escanaba MI 128 S 25th St,patrick.lindow@edwardjones.com,,Salesforce
10811317,Inactive Investor,John Gartland,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",john.gartland@wellsfargoadvisors.com,,Salesforce
211811,,Mel Mac,Owner,Big Tent,doglike-relay0l@icloud.com,,Content
11062071,Inactive Investor,Thomas LaPorte,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",laportet@stifel.com,,Salesforce
10848640,Inactive Investor,John Nuckel,Chief Compliance Officer;Investment Advisor;Managing Member,John Nuckel LLC,,,Salesforce
9596592,,William Fons,,,bfons@intrivest.com,,List import
10762926,Inactive Investor,David Leung,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,david.leung@primerica.com,,Salesforce
10957226,Inactive Investor,Thomas Palmersheim,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",tom.palmersheim@ampf.com,,Salesforce
10823233,Inactive Investor,Christopher Greenberg,Financial Advisor,Morgan Stanley Washington DC 1775 I St NW,chris.greenberg@morganstanley.com,,Salesforce
212075,,Eric Clanton,,[Unknown],epclanton@yahoo.com,,
9630548,,Adam Fox,,,foxey007@btinternet.com,,List import
9603588,,reytert tretre,,,retret@gsfdg.com,,List import
11179131,Inactive Investor,Sarah Dingle,,"Equity Services, Inc.",sdingle@nationallife.com,,Salesforce
11084877,Inactive Investor,Robert Hiatt,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",robert.hiatt@wellsfargoadvisors.com,,Salesforce
10942313,Inactive Investor,Thaddeus Braun,Compliance Manager,USA Financial Securities LLC,,,Salesforce
10875156,Inactive Investor,Robin Park,Financial Advisor,Morgan Stanley Los Angeles CA 444 S Flower St,rob.park@morganstanley.com,,Salesforce
5078676,,Louis Samaras,,,louiesamaras@gmail.com,,Web Form Fillout
11064677,Inactive Investor,Lora Loving,Financial Advisor,Edward Jones Woodstock VA 139 S Main St,lora.loving@edwardjones.com,,Salesforce
10903564,Inactive Investor,Steven Harvey,Financial Advisor,Edward Jones Carlinville IL 103 McCausland St,steve.harvey@edwardjones.com,,Salesforce
10831935,Inactive Investor,Richard Marooney,Managing Director,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",richard.marooney@prudential.com,,Salesforce
11110991,Inactive Investor,Srbo Radisavljevic,Chief Compliance Officer;Financial Planner;Partner,"KRD Wealth Management, LLC",srbo@krd-wealthmgmt.com,,Salesforce
9621764,,John Dosher,,,johnrdosher@att.net,,List import
10645075,,Francis Giroux,,,francis.giroux@primerica.com,,List Import
11031993,Inactive Investor,Stefan Faerber,,The O.N. Equity Sales Company Napoleon OH 1333 Woodlawn Ave,,,Salesforce
9560758,,Amy Simonson,,,asimonson@verityinvest.com,,List import
10960450,Inactive Investor,Itzel Vargas,,J.P. Morgan Securities LLC Aurora IL 4461 Fox Valley Center Dr,janelli.venegas@chase.com,,Salesforce
9540963,,David Hoffman,,,davida.hoffman@yahoo.com,,List Import
9642713,,Allan Wanyonyi,,,allanwanyonyi054@gmail.com,,List import
10879726,Inactive Investor,Veronica Leduc,Chief Compliance Officer;Senior Associate Counsel,"Signal Advisors Wealth, LLC",,,Salesforce
11025429,Inactive Investor,Stephen Peters,,"Cambridge Investment Research, Inc. Kalamazoo MI 2632 S 11th St",stevep@cambridgesecure.com,,Salesforce
9578852,,William Boyd,,,wboyd@sagepointadvisor.com,,List import
10764398,Inactive Investor,John Hayes,Investment Advisor;Team Leader,Citigroup Global Markets Inc.,,,Salesforce
11140635,Inactive Investor,Thomas Spoto,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,thomas.spoto@gs.com,,Salesforce
10616595,,Karen French,,,karen.french@prudential.com,,List Import
10886258,Inactive Investor,Rachele Bonus-Newman,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",shelby.bonus-newman@tiaa.org,,Salesforce
235688,, -,,[[Unknown]],wpendi30@gmail.com,,
11232535,Inactive Investor,Samantha Corbitt,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",,,Salesforce
346572,,Scott Quigley,"Vice President, Business Development","Nautic Partners, Llc",squigley@nautic.com,401-278-6770,Manual List Upload
10792033,Inactive Investor,Konstantin Danias,,"Prospera Financial Services, Inc. Parsippany NJ 181 New Rd",bob.danias@prosperafinancial.com,,Salesforce
10876183,Inactive Investor,Claudio Ceron,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,claudio.ceron@fidelity.com,,Salesforce
10931279,Inactive Investor,Kevin Barry,Financial Professional,"Equitable Advisors, LLC Waukesha WI W239N1700 Busse Rd",kevin.barry@equitable.com,,Salesforce
9567778,,Justin Frys,,,jfrys@cherrytree.com,,List import
10869405,Inactive Investor,Sandra Cordell,,Cetera Advisor Networks LLC Independence OH 6200 Rockside Rd,cordells@ceteranetworks.com,,Salesforce
11189449,Inactive Investor,Gerald Conn,,D.A. Davidson & Co. Los Angeles CA 624 S Grand Ave,,,Salesforce
10648233,,Johnny Goodhue,,,john@apofinancial.com,,List import
10771682,Inactive Investor,John Sullivan,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",john_sullivanjr@ml.com,,Salesforce
11056297,Inactive Investor,Helder Marques,,Vanguard Marketing Corporation,helder_marques@vanguard.com,,Salesforce
165402,,Adrian Marco,,[Unknown],adrian_dimarco@dimarcogroup.co,,
11052636,Inactive Investor,Mark McCormick,,Cetera Financial Specialists LLC Colchester VT 356 Mountain View Dr,mark.mccormick@ceterafs.com,,Salesforce
9582407,,Joshua Christensen,,,j.christensen@fi.com,,List import
11067673,Inactive Investor,Fe Obongen,,"CUSO Financial Services, L.P. Riverside CA 3451 14th St",,,Salesforce
11174009,Inactive Investor,Eric Simon,,"Intercam Securities, Inc.",,,Salesforce
10656226,,Nathan Brochmann,,,nbrochmann@williamblair.com,,List import
10879914,Inactive Investor,Nicholas Carlino,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,nicholas.carlino@fmr.com,,Salesforce
11080931,Inactive Investor,Richard Vander Weyst,,"Allstate Financial Services, LLC",richardvanderweyst@allstate.com,,Salesforce
11164339,Inactive Investor,Grant Williams,Vice President,LPL Financial LLC Chicago IL 2026 N Sheffield Ave,grant.williams@lpl.com,,Salesforce
5097616,,Ron Freeland,,,solomeo17@gmail.com,,Web Form Fillout
10966350,Inactive Investor,Douglas Moran,Financial Advisor;Owner,DM Financial Group,,,Salesforce
11138224,Inactive Investor,Benjamin Flynn,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
5356282,,sa pol,,,qolcxu@karenkey.com,9295871236,Web Form Fillout
11218763,,Lane Strumlauf,,,lane.strumlauf@ubs.com,,Other
9561950,,Barbara Hedblom,,,barbara.j.hedblom@focusfinancial.com,,List import
10606569,,Eileen Sullivan,"Executive Director, Senior Portfolio Manager",UBS Financial Services Inc.,e.sullivan@ubs.com,201-352-3000,List Import
11035440,Inactive Investor,Andrew Cartwright,Investment Advisor,PNC Investments Birmingham AL 1789 Montgomery Hwy,andrew.cartwright@pnc.com,,Salesforce
10780978,Inactive Investor,Gerald McCue,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",gerald_mccue@ml.com,,Salesforce
9584883,,David Hollkamp,,,dhollkamp@financialguide.com,,List import
10804700,Inactive Investor,Jacob Gronewold,Financial Advisor,LPL Financial LLC Springfield IL 1124 Rickard Rd,jacob.gronewold@lpl.com,,Salesforce
235583,, -,,[[Unknown]],rbnicholson@gmail.com,,
10787625,Inactive Investor,Tamir Hornesby,Director - Wealth Client Relationship Management,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",thornesby@tiaa-cref.org,,Salesforce
10830777,Inactive Investor,Maria Tyson-Cori,Assistant Vice President;Portfolio Associate;Wealth Management Associate,Morgan Stanley Philadelphia PA 1650 Market St,maria.tysoncori@morganstanley.com,,Salesforce
338925,,Meritxell Pons,Asset Management Director,Creand Management,mpons@betacap.com,305-358-8844,Manual List Upload
11149519,Inactive Investor,John Hundley,,"Empower Financial Services, Inc Keller TX Private Residence",john.hundley@empower.com,,Salesforce
10644482,,Joseph Doucas De Dominguez,,,joseph.doucas@citigroup.com,,List Import
11190240,Inactive Investor,Timothy Hoag,Financial Advisor,Edward Jones Aurora IL 2124 Ogden Ave,scott.hoag@edwardjones.com,,Salesforce
11210746,Inactive Investor,Toni Martucci,Chief Compliance Officer,Karani Asset Management LLC New York NY 888 7th Ave,toni@karaniasset.com,,Salesforce
11039925,Inactive Investor,Warren Leet,Chief Compliance Officer;Founder,Blue Castle Wealth,,,Salesforce
10863521,Inactive Investor,John Harper,Chief Compliance Officer,"Howard Bailey Securities, LLC",johnharper@howardbailey.com,,Salesforce
10762047,Inactive Investor,Eric Kelman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 2070 Butler Pike",eric.j.kelman@ampf.com,,Salesforce
11047449,Inactive Investor,Charlene Clayton,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 13400 Sutton Park Dr S",charlene.d.clayton@ampf.com,,Salesforce
245336,,Sarah Easley,Advisory Operations Manager,"Strategic Blueprint, LLC",seasley@strategicblueprint.net,6789544033,Manual List Upload
10820736,Inactive Investor,Debra Schnepp,,Purshe Kaplan Sterling Investments Orland Park IL 9501 W 144th Pl,dschnepp@pksinvest.com,,Salesforce
9590402,,Goodloe White,,,ghwhite@pwco.com,,List import
10764490,Inactive Investor,Paul Joas,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",paul.joas@rbc.com,,Salesforce
11036283,Inactive Investor,Nerma Planic,,J.P. Morgan Securities LLC Saint Louis MO 75 W Lockwood Ave,nerma.planic@jpmorgan.com,,Salesforce
374358,,Jeff Zeis,,Jeff Zeis,jzeis@zeisgroup.com,,Yahoo! Natural Search
10976583,Inactive Investor,Sarah Decamp,Wealth Advisor,SBC Wealth Management,,,Salesforce
10928435,Inactive Investor,Christopher White,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
374022,,Taha Erbek,,[Unknown],erbektaha21@gmail.com,,source
9565635,,Calixto Gabriel Bravo,,,cgbravo3@gmail.com,,List import
9628556,,Matt Calhoun,,,mcalhoun@midlandira.com,,List import
11201063,Inactive Investor,Sherry Gustin,Financial Advisor,"Ameriprise Financial Services, LLC Wenatchee WA 610 N Mission St",sherry.l.gustin@ampf.com,,Salesforce
11222700,,Bari Bell,,,bbell@regalria.com,,List import
10853151,Inactive Investor,Scott Melbrod,Managing Member;Managing Partner;Regulatory Contact,"M Wealth Management, LLC",scott@melbrod.com,,Salesforce
10769571,Inactive Investor,Patrick Yoh,,"Bessemer Investor Services, Inc. Atlanta GA 3455 Peachtree Rd NE",yoh@bessemer.com,,Salesforce
9541145,,Brendan Farrelly,,,bfarrelly@financialguide.com,,List import
10849779,Inactive Investor,Steven Odegaard,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Hiawatha IA 1059 Longfellow Dr",odegaard.steven@principal.com,,Salesforce
10871908,Inactive Investor,Joshua Hildman,Financial Advisor,Weis Advisory,,,Salesforce
10647633,,Barbara Marsh,,,barbara.marsh@wellsfargoadvisors.com,,List Import
10985036,Inactive Investor,Jessie King,,PFS Investments Inc. Suitland MD 5853 Allentown Rd,,,Salesforce
10777517,Inactive Investor,Kerim Derhalli,Chief Executive Officer;Founder,Invstr Financial LLC San Antonio TX 3201 Cherry Ridge Dr,kerim.derhalli@invstr.com,,Salesforce
85889,,Derrick Holdridge,,"MML Investors Services, LLC",dholdridge@financialguide.com,502-244-6501,
10964643,Inactive Investor,Ahmet Ardic,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10953554,Inactive Investor,Jake Crici,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10657205,,Hyacinth Robertson,,,hyacinth.robertson@prudential.com,,List Import
9607626,,Mark Blackburn,,,mblackburn@redburndev.com,,List import
9645544,,Michael Rogers,,,mike@millennialsinblockchain.com,,List import
11170715,Inactive Investor,John Aubertin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,john.aubertin@fidelity.com,,Salesforce
11157060,Inactive Investor,Erich Barchi,Chief Compliance Officer;Chief Investment Officer;Managing Member,Row Your Own Boat Malvern PA Private Residence,,,Salesforce
11200437,Inactive Investor,Glenn Sweeney,Chief Compliance Officer;Founding Partner;Managing Partner;President;Wealth Advisor,"SFM, LLC",gsweeney@sfmllc.net,,Salesforce
9608069,,Oemar Hadi,,,umaralyahya2@gmail.com,,List import
103533,,tom trinder,,tpt teldata,tptrinder@gmail.com,5163958229,Advertising
9580495,,Roman Mead,,,romanmead@gmail.com,,List import
10802258,Inactive Investor,Eduardo Ortea,Financial Advisor;Financial Planning Specialist,Morgan Stanley Miami FL 220 Alhambra Cir,eduardo.f.ortea@morganstanley.com,,Salesforce
11082434,Inactive Investor,Gerard Hempstead,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",gerard.hempstead@nm.com,,Salesforce
11043691,Inactive Investor,Mohit Pahilajani,,J.P. Morgan Securities LLC Levittown NY 681 Newbridge Rd,mohit.pahilajani@chase.com,,Salesforce
11219987,,Jacqueline Angell,,,jacqueline_angell@vanguard.com,,Other
9550114,,Ilya Rudkevich,,,ilya.rudkevich@citadel.com,,List import
9554020,,Mike Fields,,,lightknight737@gmail.com,,List import
10904607,Inactive Investor,Samuel Grant,,Ages Financial Services Ltd.,,,Salesforce
168952,,Rebecca Lin,,[Unknown],rebeccaqylin@gmail.com,,
10808964,Inactive Investor,Daniel Gibbon,Financial Advisor,Edward Jones Steilacoom WA 215 Wilkes St,dan.gibbon@edwardjones.com,,Salesforce
11223285,,George Neofytidis,,,gneofytidis@clearbridgeadvisors.com,,List Import
11232387,Inactive Investor,Todd Blount,,"Wells Fargo Advisors Financial Network, LLC",todd.blount@wfafinet.com,,Salesforce
9585403,,Geraldine Alias,,,galias@choate.com,,List import
341025,,Peggy Elliott,Financial Consultant,"Retirement Plan Advisors, Llc",pelliott@silvercreekfin.com,312-701-1100,Manual List Upload
10619734,,Donna Allen,,,dallen@efficient.com,,List Import
11138600,Inactive Investor,Seth Wolnek,Vice President - Business Development,"Osaic FA, Inc. Birmingham AL 201 Office Park Dr",seth.wolnek@lfg.com,,Salesforce
10871016,Inactive Investor,Thomas Drogan,Chief Compliance Officer,"Principal Securities, Inc.",,,Salesforce
11002649,Inactive Investor,Dustin Youngstrom,Market Developer,Thrivent Investment Management Inc. Columbia MD 10490 Little Patuxent Pkwy,dustin.youngstrom@thrivent.com,,Salesforce
10659689,,Stephen Leaker,,,stephen.leaker@us.bnpparibas.com,,List Import
10613848,,Michael Zinn,"Financial Advisor, Managing Director - Wealth Management",,michael.zinn@ubs.com,,List Import
11065497,Inactive Investor,Sheila Santana,,"Invex, LLC.",ssantana@invex.us,,Salesforce
10935995,Inactive Investor,Matt McCarthy,Assistant General Counsel;Vice President,"U.S. Bancorp Investments, Inc.",matt.mccarthy@usbank.com,,Salesforce
11102102,Inactive Investor,Jerome Klein,,"HighTower Securities, LLC New York NY 505 5th Ave",,,Salesforce
11105798,Inactive Investor,Natalie Garcia,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,ncgarcia@ft.newyorklife.com,,Salesforce
11005064,Inactive Investor,Harrison Graham,,Commonwealth Financial Network Glastonbury CT 447 Naubuc Ave,hgraham@commonwealth.com,,Salesforce
11082674,Inactive Investor,Dean Domask,Chief Compliance Officer;Founder;Member;Owner,"Domask Wealth Management, LLC",dean@domaskwm.com,,Salesforce
10797759,Inactive Investor,Mark Debourg,,"Osaic Wealth, Inc. Billings MT 490 N 31st St",,,Salesforce
10902345,Inactive Investor,Nathan York,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11148956,Inactive Investor,Tessina Sturges,Market Developer,Thrivent Investment Management Inc. Spokane WA 534 E Spokane Falls Blvd,tes.sturges@thrivent.com,,Salesforce
10925369,Inactive Investor,Cristen Morgan,,"Cambridge Investment Research, Inc. Cornelius NC 20615 N Main St",,,Salesforce
9638345,,Ilan Sadon,,,ilan@caspa.co.il,,List import
10982809,Inactive Investor,Bianca Mullen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,bianca_mullen@vanguard.com,,Salesforce
11086794,Inactive Investor,Ross Preville,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Petersburg FL 200 Central Ave",ross.preville@raymondjames.com,,Salesforce
179785,,Taiwo Adekola,,[Unknown],adek.taiwo@hotmail.com,,
10800771,Inactive Investor,Agostino Tiseo,Financial Advisor,Edward Jones Macomb MI 15310 Wellington Center Blvd,agostino.tiseo@edwardjones.com,,Salesforce
11173597,Inactive Investor,Dax Campbell,Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield IL 993 Clock Tower Dr",dax.d.campbell@ampf.com,,Salesforce
11175332,Inactive Investor,Amber McIntyre,Paraplanner,"Ameriprise Financial Services, LLC Fort Worth TX 1200 Summit Ave",amber.mcintyre@ampf.com,,Salesforce
11143319,Inactive Investor,Joshua Boe,,"MML Investors Services, LLC",,,Salesforce
9645871,,Saul Ellman,,,saulellman@gmail.com,,List import
11068193,Inactive Investor,Dennis Hennings,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 13520 Evening Creek Dr N",dennis.d.hennings@ampf.com,,Salesforce
10807347,Inactive Investor,Ellen Donahue,Financial Professional,"MML Investors Services, LLC Chadds Ford PA Private Residence",edonahue@financialguide.com,,Salesforce
10780357,Inactive Investor,John Shoffner,,"Fifth Third Securities, Inc. Charlotte NC 201 N Tryon St",,,Salesforce
8481085,,David Conti,,DACFP,david@dacfp.com,(978) 886-0198,List Import
11014992,Inactive Investor,Christopher Overby,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,cdoverby@ft.newyorklife.com,,Salesforce
10803061,Inactive Investor,Paul Kendrigan,Chief Compliance Officer,J.M. Forbes & Co. LLP,pk@jmforbes.com,,Salesforce
350830,,Don Pescara,"Managing Director, Acquisitions","Apollo Real Estate Fund Adviser, Llc",dpescara@griffincapital.com,212-515-3200,Manual List Upload
10777718,Inactive Investor,Gregory Leischner,Vice President,J.P. Morgan Securities LLC New York NY 277 Park Ave,gregory.s.leischner@jpmorgan.com,,Salesforce
10796061,Inactive Investor,William Perrilliat,,LPL Financial LLC Metairie LA 3223 8th St,william.perrilliat@lpl.com,,Salesforce
11101564,Inactive Investor,John Berry,Wealth Manager,"CW Advisors, LLC",jberry@congresswealth.com,,Salesforce
10812964,Inactive Investor,Beverly Curmanskie,,"American Portfolios Financial Services, Inc. Miami FL 5251 SW 64th Ave",bcurmanskie@americanportfolios.com,,Salesforce
10513203,,Luciano Schipelliti,,,luciano@unitingcapital.com,,Web Form Fillout
10914799,Inactive Investor,Marvin Gayle,Financial Advisor,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
10777853,Inactive Investor,Brian Kearon,,Morgan Stanley Berwyn PA 899 Cassatt Rd,brian.kearon@morganstanley.com,,Salesforce
10940980,Inactive Investor,Robert Whitaker,,PFS Investments Inc. Tempe AZ 2245 W University Dr,robert.whitaker@primerica.com,,Salesforce
11206662,Inactive Investor,Lucretia Dehaney,,LPL Financial LLC Birmingham AL 400 Vestavia Pkwy,,,Salesforce
10761116,Inactive Investor,Gina Ortega,,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,gina.ortega@morganstanley.com,,Salesforce
11185273,Inactive Investor,Mitzi Difilippo,,"Wells Fargo Clearing Services, LLC",mitzi.difilippo@wfadvisors.com,,Salesforce
10943394,Inactive Investor,Jason Jones,Investment Advisor Representative,"Portside Wealth Group, LLC Providence UT 286 N Gateway Dr",,,Salesforce
10952459,Inactive Investor,Patrick Mchale,Wealth Advisory Senior Associate,"BBR Partners, LLC",pmchale@bbrpartners.com,,Salesforce
101821,,Kevin McDermitt,,NA,kmcdermitt@gmail.com,7329038062,Paid Search
121967,,Paul Wilson,Financial Advisor,Schwarz Dygos Wheeler Investment Advisors LLC,wilson@sdwia.com,612-355-4366,
10494113,,Thijs Bouwman,,Flow Traders,tbouwman@us.flowtraders.com,,List Import
10952137,Inactive Investor,Nancy Myrom,,"Avantax Investment Services, Inc. Worthington MN 909 4th Ave",,,Salesforce
10887676,Inactive Investor,Margaret Justus,Wealth Manager,"Hardy Reed, LLC Oxford MS 300A Enterprise Dr",mjustus@hardyreed.com,,Salesforce
10811637,Inactive Investor,Amanda Fessler,Assistant Vice President;Investment Associate;Private Wealth Business Development Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",amanda.bentley-fessler@ml.com,,Salesforce
11037125,Inactive Investor,Jordan Gregory,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
236140,, -,,[[Unknown]],vsovcik@gmail.com,,Organic Search
10968984,Inactive Investor,Aydan Weston,,Fidelity Brokerage Services LLC,,,Salesforce
10798400,Inactive Investor,Karen Ingram,,"Stifel, Nicolaus & Company, Incorporated Greensboro NC 629 Green Valley Rd",,,Salesforce
11071136,Inactive Investor,Christopher Mongeon,,LPL Financial LLC Bolton MA 110 Harvard Rd,christopher.mongeon@lpl.com,,Salesforce
11117965,Inactive Investor,Kweku Koom,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10941800,Inactive Investor,David Martin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11169051,Inactive Investor,Mark Gill,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10848664,Inactive Investor,Michael Mella,,"Cambridge Investment Research, Inc. Savannah GA 30 Little Comfort Rd",,,Salesforce
11034930,Inactive Investor,Catherine Danford,Financial Advisor,"Osaic Wealth, Inc. Richmond VA 8720 Stony Point Pkwy",,,Salesforce
342355,,Amanda Konder,Executive Assistant,Arlington Wealth Management,akonder@arlington-capital.com,847-670-4030,Manual List Upload
10863090,Inactive Investor,Chelsea Dwyer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",chelsea.dwyer@ml.com,,Salesforce
11117427,Inactive Investor,Timothy Schneider,Senior Wealth Strategy Associate;Wealth Management Analyst,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,timothy.schneider@ubs.com,,Salesforce
9646208,,Devv Singla,,,kdsips@yahoo.com,,List import
9560429,,Michael Maglio,,,mmaglio@charteradvisorygroup.com,,List import
11029423,Inactive Investor,Sally Allen,,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,sally.allen@ubs.com,,Salesforce
219343,,ray Hill,,[Unknown],rayhillesq@gmail.com,,
235528,,Vitalik -,,Vitalik [[Unknown]],safonov.vitalii.v@gmail.com,,
9614686,,mazen sadat,,,mazensadat@yahoo.com,,List import
196410,,Jeremy Williams,Portfolio Specialist,Fidelity Personal and Workplace Advisors,jeremy.williams@fmr.com,,
11069473,Inactive Investor,David Cudo,,"Raymond James Financial Services, Inc. Corvallis OR 2101 NW Professional Dr",david.cudo@raymondjames.com,,Salesforce
11181822,Inactive Investor,Mark Petronella,,"MML Investors Services, LLC New Hartford NY Private Residence",mpetronella@financialguide.com,,Salesforce
9608043,,Scott Smith,,,scotty2hotty14u@gmail.com,,List import
11042842,Inactive Investor,Anna Pan,Chief Compliance Officer;Managing Member,"Guerra Pan Advisors, LLC",anna@guerrapanadvisors.com,,Salesforce
10840948,Inactive Investor,Brian Sullivan,,Mutual of America Securities LLC Providence RI 500 Exchange St,brian.sullivan@mutualofamerica.com,,Salesforce
11064652,Inactive Investor,Thomas Moccia,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",tmoccia@ampf.com,,Salesforce
11002349,Inactive Investor,Juan Garcia,,J.P. Morgan Securities LLC Lawrence NY 335 Rockaway Tpke,juan.x1.garcia@chase.com,,Salesforce
10863748,Inactive Investor,Dylan Brooks,,"BFC Planning, Inc. Telluride CO 220 S Pine St",,,Salesforce
10719700,,Catalina Vega,,,catav1679@hotmail.com,,Web Form Fillout
11107082,Inactive Investor,Nikhil Chablani,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nikhil_chablani@vanguard.com,,Salesforce
9630952,,Jayden Harrod,,,jayden.harrod84@gmail.com,,List import
9579900,,Zachary Miller,,,zachary.miller@53.com,,List import
10901670,Inactive Investor,Nicholas Shad,,Morgan Stanley Jacksonville FL 50 N Laura St,,,Salesforce
11040892,Inactive Investor,Joseph Escujuri,Wealth Advisor,"Legacy Wealth Management, LLC",,,Salesforce
9558688,,Miles Washington,,,mileswashingtonxii@gmail.com,,List import
11098314,Inactive Investor,Mary Kastens,,"U.S. Bancorp Investments, Inc.",mary.kastens@usbank.com,,Salesforce
11092923,Inactive Investor,Ignacio Tejera,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",ignacio.tejera@truist.com,,Salesforce
10774999,Inactive Investor,Susan Romaine,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sherman Oaks CA 15260 Ventura Blvd,susan.romaine@ubs.com,,Salesforce
10954447,Inactive Investor,Demetrios Protopapadakis,Financial Advisor,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",demetrios.protopapadakis@raymondjames.com,,Salesforce
10763659,Inactive Investor,Ryan Guynn,Financial Advisor,Edward Jones Rantoul IL 109 S Garrard St,ryan.guynn@edwardjones.com,,Salesforce
10792360,Inactive Investor,Todd Gelfeld,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",todd.gelfeld@wellsfargoadvisors.com,,Salesforce
11174471,Inactive Investor,Christy Yager,Financial Advisor,Edward Jones Blue Springs MO 220 NW R D Mize Rd,christy.yager@edwardjones.com,,Salesforce
11082116,Inactive Investor,Mary Chaidez,,"First Citizens Investor Services, Inc. Atlanta GA 3300 Cumberland Blvd SE",juliana.chaidez@firstcitizens.com,,Salesforce
10892205,Inactive Investor,John Mackenzie,,LPL Financial LLC New City NY 179 S Main St,,,Salesforce
11052638,Inactive Investor,Erik Tom,Investment Advisor Representative,LPL Financial LLC Fort Wayne IN 7912 Carnegie Blvd,erik.tom@lpl.com,,Salesforce
11066478,Inactive Investor,Brandon Lee,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11207646,Inactive Investor,Douglas Jones,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner;Wealth Planner,"Wood Creek Capital Advisors, LLC",djones@woodcreekca.com,,Salesforce
10953153,Inactive Investor,Jeremie Alley,Financial Advisor;Regional Vice President,Householder Group Estate & Retirement Specialists Houston TX 15415 Katy Fwy,jalley@householdergroup.com,,Salesforce
11049335,Inactive Investor,Lloyd Darling,,LPL Financial LLC Portsmouth NH 1950 Lafayette Rd,lloyd.darling@lpl.com,,Salesforce
11232544,Inactive Investor,Stacy Slawnikowski,,"Avantax Investment Services, Inc.",,,Salesforce
11213080,Inactive Investor,Frank Hoeschel,,Cetera Advisor Networks LLC Hockessin DE 7234 Lancaster Pike,,,Salesforce
10789381,Inactive Investor,Elise Stern,,"The Benchmark Company, LLC",estern@benchmarkcompany.com,,Salesforce
374220,,David Ruggieri,,Investor,djruggieri@yahoo.com,(215) 990-7238,Salesforce
199164,,Howard Cox,Wealth Advisor,Ashton Thomas Private Wealth,hcox@at-pw.com,602-732-4745,product
9558833,,Uday Kak,,,udaykak78@icloud.com,,List import
11095011,Inactive Investor,Theodore Brooks,,IP Financial Advisory Services LLC North Haven CT 250 State St,tbrooks@innovationpartnersllc.com,,Salesforce
10810526,Inactive Investor,Michael Reesman,,GWN Securities Inc. Sterling Heights MI 43120 Utica Rd,mreesman@gwnsecurities.com,,Salesforce
10771932,Inactive Investor,Peter Harlin,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Oklahoma City OK 211 N Robinson Ave",peter.m.harlin@wellsfargo.com,,Salesforce
233121,, -,,[[Unknown]],gus123456ty@gmail.com,,Paid Social
10975495,Inactive Investor,Chad Lucas,,State Farm VP Management Corp. Ottawa IL 109 W Michigan St,chadlucas@statefarm.com,,Salesforce
10873198,Inactive Investor,Pamela Thickpenny,,PFS Investments Inc. Monticello MN 207 Pine St,pamela.thickpenny@primerica.com,,Salesforce
10781677,Inactive Investor,Erin Machado,,J.P. Morgan Securities LLC Akron OH 3265 W Market St,erin.k.rossi@jpmorgan.com,,Salesforce
1001715,Inactive Investor,Grant Mashek,Founder & Managing Partner,Palm Equity,gmashek@palmequity.com, +1 561 227 9050,Database Upload
10658251,,David Raday,,,dave.raday@lpl.com,,List Import
11195640,Inactive Investor,Dominic Milito,,TD Private Client Wealth LLC,dominic.milito@td.com,,Salesforce
9567149,,Gregory Bye,,,gregorybye@gmail.com,,List import
10868907,Inactive Investor,Brian Burg,Director - Investment Services,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",brian.burg@nm.com,,Salesforce
10761488,Inactive Investor,Adrian Maykut,Branch Operations Manager;Senior Client Associate,D.A. Davidson & Co. Lake Oswego OR 2 Centerpointe Dr,amaykut@dadco.com,,Salesforce
9632880,,Kirk Stapleton,,,kes3840@gmail.com,,List import
228580,,Jason Huizinga -,,Jason Huizinga [[Unknown]],mcboi75@icloud.com,,Advertising
10967957,Inactive Investor,Craig Robichaud,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11052824,Inactive Investor,Renae Watkins,Private Banker;Senior Vice President,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",renae.watkins@wellsfargo.com,,Salesforce
10982562,Inactive Investor,Michael Barbe,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
10883525,Inactive Investor,Anthony Szymborski,,"Cambridge Investment Research, Inc. Milwaukee WI 1233 N Mayfair Rd",,,Salesforce
11131899,Inactive Investor,Brian Williamson,Co-Founder;Managing Member;Private Wealth Advisor,Veridian Capital Partners,,,Salesforce
10801160,Inactive Investor,Malinda Parr,Senior Client Associate,"Wells Fargo Clearing Services, LLC Hastings NE 747 N Burlington Ave",malinda.parr@wellsfargoadvisors.com,,Salesforce
10877790,Inactive Investor,Andrea Franco,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",,,Salesforce
9646149,,gh gh,,,ghghghghghgh@gmail.com,,List import
11054130,Inactive Investor,Scott Spencer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,scott.spencer@fidelity.com,,Salesforce
11205323,Inactive Investor,Jack DeStefano,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",jack.destefano@ml.com,,Salesforce
10768416,Inactive Investor,Lawrence Uertz,,Bolton Global Capital Greensboro GA Private Residence,luertz@deltaequity.com,,Salesforce
11033835,Inactive Investor,Patrick Hale,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",patrick.hale@ml.com,,Salesforce
9633127,,Jeffrey Nowlin,,,shane.nowlin@gmail.com,,List import
9572931,,Richard Rubin,,,rich@hawkeyecap.com,,List import
10881884,Inactive Investor,Stephany Swisher,Financial Advisor,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
10614348,,Howard Brachfeld,Financial Advisor,,howard_brachfeld@glic.com,,List Import
11196638,Inactive Investor,Wendy Schult,,BrokerageSelect,wschult@brokerageselect.com,,Salesforce
11116468,Inactive Investor,Chase St. Laurent,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10841789,Inactive Investor,Lawrence Andrews,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC La Jolla CA 4250 Executive Sq",lawrence.andrewsiii@rbc.com,,Salesforce
10963113,Inactive Investor,Dylan Niklason,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",dylan.m.niklason@nm.com,,Salesforce
9610294,,Rory McLoughney,,,rory@powerballs.com,,List import
9593085,,Brian Woods,,,woodsbm@gmail.com,,List import
9595709,,David Clayton,,,david.clayton@blackrock.com,,List import
10778043,Inactive Investor,Joetta Cox,Senior Financial Consultant;Vice President,"BOK Financial Securities, Inc. Tulsa OK 3237 S Peoria Ave",jcox@bokf.com,,Salesforce
9564382,,Mark Raffa,,,mraffa@financialguide.com,,List import
10806246,Inactive Investor,David Allen,,"Raymond James & Associates, Inc. Palos Verdes Peninsula CA 608 Silver Spur Rd",david.allen@raymondjames.com,,Salesforce
10776135,Inactive Investor,Michael Hinkle,,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",michael.hinkle@wellsfargoadvisors.com,,Salesforce
10996428,Inactive Investor,Alyssa Rustik,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",,,Salesforce
11045664,Inactive Investor,Connor Mcdermott,,"Osaic FA, Inc. Wilmington DE 2036 Foulk Rd",connor.mcdermott@lfg.com,,Salesforce
11060902,Inactive Investor,Kimberly Heavner,Senior Financial Advisor,LPL Financial LLC Carlisle PA 1 W High St,kimberly.heavner@lpl.com,,Salesforce
10918037,Inactive Investor,Caroline Perry,Client Associate,UBS Financial Services Inc. Denver CO 4600 S Ulster St,caroline.perry@ubs.com,,Salesforce
11064189,Inactive Investor,Jillian Mccarthy,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,,,Salesforce
10773152,Inactive Investor,William Michaelsen,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager;Workplace Advisor - Equity Compensation,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,william.michaelsen@morganstanley.com,,Salesforce
9619118,,George Kellner,,,george@kellnerdileo.com,,List import
198123,,Douglas Baker,,[Unknown],dougbaker2010@hotmail.com,,Organic Search
11229318,Inactive Investor,Jake Sehoyan,,"Stifel, Nicolaus & Company, Incorporated Grosse Pointe MI 17000 Kercheval Ave",sehoyanj@stifel.com,,Salesforce
10969679,Inactive Investor,Caroline Collins,Assistant Vice President,Neuberger Berman BD LLC,ccollins@nb.com,,Salesforce
10968580,Inactive Investor,George Hanscom,,Cetera Advisors LLC Dedham MA 1197 East St,george.hanscom@ceteraadvisors.com,,Salesforce
11092178,Inactive Investor,James Hedden,First Vice President;Portfolio Manager,Morgan Stanley Seattle WA 601 Union St,james.hedden@morganstanley.com,,Salesforce
11181399,Inactive Investor,Cole Peake,,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",cole.peake@prudential.com,,Salesforce
11119578,Inactive Investor,Dijohn Gonzalez,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,dijohn.gonzalez@fidelity.com,,Salesforce
11034138,Inactive Investor,John Bastian,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",bastian.john@principal.com,,Salesforce
349689,,Paul Siegel,"Manager, Managing Principal, Member",Emet Capital Management,psiegel@emetcap.com,212-725-7902,Manual List Upload
10971847,Inactive Investor,Eric Smith,,Invicta Capital LLC Doylestown PA 196 W Ashland St,esmith@invictacapitaladvisors.com,,Salesforce
11111671,Inactive Investor,David Hansen,,"Farmers Financial Solutions, LLC South Jordan UT 406 W South Jordan Pkwy",dhansen@farmersagent.com,,Salesforce
9628520,,J Y,,,kingof4444@gmail.com,,List import
11019984,Inactive Investor,Nicholas Cable,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,,,Salesforce
348493,,David Parshall,Managing Director,"Private Equity Investors, Inc.",dparshall@peifunds.com,212-750-1228,Manual List Upload
219461,,Ri De,,[Unknown],ss_chevelledriver@yahoo.com,,
10800933,Inactive Investor,Lisa Thornton,Investment Portfolio Associate,"Raymond James & Associates, Inc. Jackson TN 1381 Union University Dr",lisa.vincent@raymondjames.com,,Salesforce
7092745,,Robert Beaubouef,,Retired,grumpy1056tx@gmail.com,,Web Form Fillout
9555234,,Albert Martinez,,,nkayrules@gmail.com,,List import
345614,,Allan Petersen,"Managing Director, Investor Relations","Nautic Partners, Llc",apetersen@nautic.com,401-278-6770,Manual List Upload
347044,,Charles Batchelor,Manager,Entasis Asset Management Llc,charles@entasisam.com,262-754-5299,Manual List Upload
9543251,,John T Fruit,,,jtfruit@msn.com,,List import
333970,,Jeremy Hosking,Partner,Hosking Partners Llp,jhosking@hoskingpartners.com, -48013,Manual List Upload
10930541,Inactive Investor,Ann Reath,,"Centennial Securities Company, Inc.",ann@centennialsec.com,,Salesforce
10837240,Inactive Investor,David Teague,Financial Advisor;Vice President,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",chris.teague@rbc.com,,Salesforce
11200302,Inactive Investor,Gerwin De Groot,Chief Technology Officer;Co-Founder,i-Cthru Inc.,,,Salesforce
11066654,Inactive Investor,Christopher Sassone,Private Client Associate,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,csassone@janney.com,,Salesforce
9604926,,José Eduardo Balderas,,,bio_eduardo92@outlook.com,,List import
9550283,,Jesus Lopez,,,blueman32jl@gmail.com,,List import
4160780,,Gregorio Andrea Fusar Poli,,,gregorio.fusarpoli@gmail.com, +393466700404,Web Form Fillout
11081449,Inactive Investor,Austin Hempy,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,austin_hempy@vanguard.com,,Salesforce
128070,,Dean Bertsch,,"Cwm, Llc",dbertsch@carsoninstitutional.com,,
11004189,Inactive Investor,Matthew Evans,,Cetera Advisor Networks LLC Newark DE 900 Prides Xing,,,Salesforce
11126729,Inactive Investor,Troy Brown,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10889039,Inactive Investor,Eric Herried,,NYLIFE Securities LLC Duluth MN Private Residence,epherried@ft.newyorklife.com,,Salesforce
10487336,,Grant Tomashoff,,UBS Financial Services Inc.,grant.tomashoff@ubs.com,,List Import
11076410,Inactive Investor,Richard Catucci,,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",rcatucci@financialguide.com,,Salesforce
10970159,Inactive Investor,Matthew Wallace,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9619558,,Patrick Lilavois,,,plilavois135@gmail.com,,List import
9593330,,Mikhail Sklyar,,,sklyar_ms@interros.ru,,List import
10638676,,John Brighton,,,brightonfam@yahoo.com,,Web Form Fillout
10882730,Inactive Investor,John Colver,,"Colver Asset Management, LLC",clay@colverassetmanagement.com,,Salesforce
11085671,Inactive Investor,Eric Francois,,"Raymond James & Associates, Inc.",eric.francois@raymondjames.com,,Salesforce
11233829,Inactive Investor,Roberto Rivera-Leal,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
11088796,Inactive Investor,Anne Emblidge,Financial Advisor,"Trubee Wealth Advisors, Inc.",aemblidge@trubeecollins.com,,Salesforce
9575203,,Sally Renk,,,srenk@lincolninvestment.com,,List import
11113045,Inactive Investor,Eric Fetterman,Financial Advisor;Investment Management Consultant;Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,eric.fetterman@morganstanley.com,,Salesforce
11075551,Inactive Investor,Brent Simpson,,"CapFinancial Securities, LLC.",,,Salesforce
10973396,Inactive Investor,Justin Maple,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,justin_maple@vanguard.com,,Salesforce
10690854,,Sara Murray,,,saracsalek@gmail.com,,Web Form Fillout
11123540,Inactive Investor,John Grigus,Managing Director,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",john.grigus@schwab.com,,Salesforce
9599888,,Nancy Thomsen,,,nancy.thomsen@thinkingbeyond.com,,List import
10859705,Inactive Investor,Gordon Jensen,Chief Investment Officer;Executive Consultant;Member;Regulatory Contact,BRS Financial LLC,,,Salesforce
849,,,,,aaa21gooJP@mail.goo.ne.jp,,
10941882,Inactive Investor,Wade Hope,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10975465,Inactive Investor,Andrew D'Arcy,,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",,,Salesforce
103263,,Amy Young,,AORN,amyhader@mac.com,3123303025,Organic Search
11036479,Inactive Investor,Elizabeth Pagan,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,,,Salesforce
10775905,Inactive Investor,Heather Nye,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11130457,Inactive Investor,Jared Flanagan,Financial Planner,"Osaic Wealth, Inc. Henderson NV 1522 W Warm Springs Rd",,,Salesforce
9610903,,MICHAEL LEHOISKY,,,michael.lehoisky@gmail.com,,List import
11024536,Inactive Investor,Vartan Safarian,,"Farmers Financial Solutions, LLC Van Nuys CA 7203 Rubio Ave",vsafarian@farmersagent.com,,Salesforce
218035,,olga serhiyevich,,[Unknown],olga@villageglobal.vc,,
3076808,,Zhengping Chhun,,,chhunzhengping@gmail.com, +85586407149,
9570562,,Pamela Zelonis,,,pamela.zelonis@pnc.com,,List import
11108921,Inactive Investor,Catherine Whetstone,Chief Compliance Officer,Sterling Investment Advisors Ltd.,,,Salesforce
169852,,Robert Skinner,,[Unknown],bhskinner51@hotmail.com,,Organic Search
9565815,,Matt Modugno,,,matt36956@gmail.com,,List import
11139079,Inactive Investor,John Thomas,Financial Advisor,"Pruco Securities, LLC. Vincennes IN 914 N 7th St",john.thomas@prudential.com,,Salesforce
11011287,Inactive Investor,Mcrae Grace,Vice President,"Equitable Advisors, LLC San Francisco CA 275 Battery St",mcrae.grace@equitable.com,,Salesforce
11044137,Inactive Investor,Heather Beckwith,,"Raymond James Financial Services, Inc. Brentwood TN 5500 Maryland Way",heather.beckwith@raymondjames.com,,Salesforce
11035277,Inactive Investor,Carole Yates,Marketing Associate,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",,,Salesforce
10946168,Inactive Investor,Jacob Sanders,,LPL Financial LLC Alpharetta GA 5755 N Point Pkwy,,,Salesforce
11070159,Inactive Investor,Oscar Borja-Chavez,,J.P. Morgan Securities LLC Sandy UT 9502 S Highland Dr,oscar.borja-chavez@jpmorgan.com,,Salesforce
11132658,Inactive Investor,Carla Merlak,Investment Advisor Representative,Brookstone Capital Management LLC Elmhurst IL 579 W North Ave,cmerlak@brookstoneadvisor.com,,Salesforce
9648494,,Jeff Grant,,,myeportal@gmail.com,,List import
10991302,Inactive Investor,Kristen Mccleskey,,"Northwestern Mutual Investment Services, LLC Wichita Falls TX 2405 Kell Blvd",,,Salesforce
11064766,Inactive Investor,Donna Panton Jackson,,"CUSO Financial Services, L.P. Charlotte NC 1835 W W T Harris Blvd",donna.panton@cusonet.com,,Salesforce
349364,,Mariella Foley,"Partner, Secretary, Senior Director, Wealth Advisor",Round Table Wealth Management,mariella@roundtablewealth.com,908-789-7310,
10814037,Inactive Investor,Vijaylakshmi Shetty,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 6490 Camden Ave",vijaylakshmi.shetty@ml.com,,Salesforce
11180620,Inactive Investor,Robert Ayala,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,robertmatthew.ayala@primerica.com,,Salesforce
10965996,Inactive Investor,William Crossman,,Edward Jones,,,Salesforce
11168904,Inactive Investor,Martin Stocklan,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",martin_stocklan@ml.com,,Salesforce
9589436,,Cory Mizell,,,cory@valuedretirements.com,,List import
9563225,,Tonya Zimmerman,,,tonyazimmerman1980@gmail.com,,List import
11014732,Inactive Investor,Erick Vidana-Gonzalez,,J.P. Morgan Securities LLC Dallas TX 4512 Lemmon Ave,erick.vidana-gonzalez@jpmorgan.com,,Salesforce
10918342,Inactive Investor,Sarah Padgett,,"Wells Fargo Clearing Services, LLC Ormond Beach FL 400 W Granada Blvd",sarah.m.padgett@wellsfargo.com,,Salesforce
11190024,Inactive Investor,Evan Olson,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",evan.olson@nm.com,,Salesforce
10963523,Inactive Investor,Kristen Oziemkowski,Chief Operations Officer;Vice President - Business Operations,"The Mather Group, LLC",k.oziemkowski@themathergroup.com,,Salesforce
11006489,Inactive Investor,Marissa Williams,,"Northwestern Mutual Investment Services, LLC Red Bank NJ 10 State Rte 35",marissa.savino@nm.com,,Salesforce
5159232,,sasa san,,,wecok25295@pamaweb.com,,Web Form Fillout
10954553,Inactive Investor,Rustam Yamilov,Private Client Banker,J.P. Morgan Securities LLC New Canaan CT 122 Main St,rustam.yamilov@jpmorgan.com,,Salesforce
11157880,Inactive Investor,Kenneth Booty,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kenneth_booty@vanguard.com,,Salesforce
10755700,Inactive Investor,Nicole Domitrovich,Financial Advisor;Vice President,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,nicole.mitchener@morganstanley.com,,Salesforce
10849525,Inactive Investor,Ruth Ramos,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,,,Salesforce
10621491,,Edmond Williams,,,naomagentesv25@gmail.com,,Web Form Fillout
11102998,Inactive Investor,Anna Ponder,Financial Advisor,Edward Jones Charleston SC 8983 University Blvd,katherine.ponder@edwardjones.com,,Salesforce
10931261,Inactive Investor,Neville Fearing,Financial Professional,"MML Investors Services, LLC Charlotte NC 4350 Congress St",nfearing@financialguide.com,,Salesforce
11058377,Inactive Investor,Sandra Bazan,Senior Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",sandra.bazan@ml.com,,Salesforce
10826106,Inactive Investor,Bruce Kidd,Financial Advisor,"Ameriprise Financial Services, LLC Bridgeport WV 170 Thompson Dr",bruce.w.kidd@ampf.com,,Salesforce
10658021,,Rui Yang,,,ryang01@ft.newyorklife.com,,List Import
11236381,Inactive Investor,Jason Ayers,Wealth Strategist,Asio Capital LLC,jayers@asiocapital.com,,Salesforce
11123687,Inactive Investor,Bradley Stouffer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",bradley_stouffer@ml.com,,Salesforce
55412,,Christy McCarthy,Financial Advisor,"VALIC Financial Advisors, Inc.",christy.mccarthy@valic.com,877-737-2650,
11054191,Inactive Investor,Gregory Safford,Financial Advisor,Edward Jones Plainville MA 167 South St,gregory.safford@edwardjones.com,,Salesforce
10986815,Inactive Investor,Ellen Shehata,,Innovation Partners LLC,eshehata@innovationpartnersllc.com,,Salesforce
10877049,Inactive Investor,James Jaghab,Financial Advisor,"Ameriprise Financial Services, LLC Englishtown NJ 195 US Hwy 9",james.j.jaghab@ampf.com,,Salesforce
10905889,Inactive Investor,Seth Walker,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10770667,Inactive Investor,Valerie Collier,Financial Advisor,Edward Jones Archdale NC Private Residence,valerie.collier@edwardjones.com,,Salesforce
11040121,Inactive Investor,Scott Dedomenic,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Columbus IN 380 Plaza Dr,sdedomenic@rwbaird.com,,Salesforce
10913598,Inactive Investor,Ashley Pecharich,,"Charles Schwab & Co., Inc.",,,Salesforce
10866608,Inactive Investor,Aaron Schwartz,Chief Executive Officer;Director;President;Shareholder,McFarland Associates,aaron@mcfarlandria.com,,Salesforce
11124843,Inactive Investor,Hanna Luburgh-Agin,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Zanesville OH 905 Zane St",hanna.luburgh@ml.com,,Salesforce
10892973,Inactive Investor,Beauchamp Johnson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",beau.johnson@ml.com,,Salesforce
372249,,Ajmair Heer,,United States,ajheer@gmail.com,,Salesforce
11233082,Inactive Investor,Nahal Hosseinpour,,"Wells Fargo Clearing Services, LLC Woodland Hills CA 20800 Ventura Blvd",,,Salesforce
10887729,Inactive Investor,Janet Hokaj,Financial Advisor,LPL Financial LLC Dallas TX 5005 Lyndon B Johnson Fwy,janet.hokaj@lpl.com,,Salesforce
11177468,Inactive Investor,Ryan Whyte,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,ryan.whyte@citi.com,,Salesforce
10782403,Inactive Investor,Edgar Morales,,"The Leaders Group, Inc. Jacksonville FL 12724 Gran Bay Pkwy W",edgar@leadersgroup.net,,Salesforce
11110802,Inactive Investor,Benjamin Affleck,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 8861 W Sahara Ave",benjamin.affleck@transamerica.com,,Salesforce
224505,,Jim Lipe,,[Unknown],jimlipedesign@gmail.com,,Direct
10494183,,Priya Pahelwani,,GS,priya.pahelwani@gs.com,,List Import
9636326,,John Addis,,,john@seekingalpha.com,,List import
9595043,,Victoria Robinson,,,victoria.robinson@htk.com,,List import
11183564,Inactive Investor,Paige Yeomans,,Park Avenue Securities LLC Roseland NJ 103 Eisenhower Pkwy,paige_yeomans@glic.com,,Salesforce
232616,, -,,[[Unknown]],amimbs4@gmail.com,,
10832118,Inactive Investor,Damian Foster,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",damian_foster@ml.com,,Salesforce
11110254,Inactive Investor,Christopher Twar,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",christopher.twar@schwab.com,,Salesforce
10998815,Inactive Investor,Christopher Llanos,,J.P. Morgan Securities LLC Medford NY 2271 Rte 112,christopher.llanos@chase.com,,Salesforce
339924,,Mary Clapp,Associate,"Trustcore Financial Services, Llc",mary.clapp@trustcore.com,615-377-1177,Manual List Upload
9613684,,Andrei Lizardi,,,andrei.lizardi@gmail.com,,List import
10967287,Inactive Investor,Agnes Griggs,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,agnes.pleta@primerica.com,,Salesforce
11085197,Inactive Investor,Pamela Wensel,,LPL Financial LLC Sauk Rapids MN 1685 4th Ave N,pamela.wensel@lpl.com,,Salesforce
9617340,,Alan Cloush,,,qq1281291229@gmail.com,,List import
9555007,,Chad Terry,,,chad.terry@lfgplanners.com,,List import
11076265,Inactive Investor,Julius Porter,,"Avantax Investment Services, Inc. Dearborn MI Private Residence",,,Salesforce
9564524,,Maurice Miller,,,mauricemiller@financialguide.com,,List import
10657952,,Jeffrey Maxson,,,jeff.maxson@countryfinancial.com,,List Import
11143077,Inactive Investor,Joseph Watson,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",joe.watson@stifel.com,,Salesforce
11219558,,Christopher Genovese,,,cgenovese@aam.us.com,,Other
11209059,Inactive Investor,Steven Jamison,Chief Compliance Officer;Owner,JH Advisors,steven.jamison@jhadvisors.com,,Salesforce
9575349,,Timothy Militti,,,timothy.militti@securitiesamerica.com,,List import
11171538,Inactive Investor,Rhonda Henry-Webb,,Edward Jones,rhonda.henry-webb@edwardjones.com,,Salesforce
10903323,Inactive Investor,David Fowler,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
11084849,Inactive Investor,Paul Ramer,Financial Advisor,"Wells Fargo Clearing Services, LLC Modesto CA 515 Lyell Dr",ramerp@wellsfargo.com,,Salesforce
10762977,Inactive Investor,Shawn Williams,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",,,Salesforce
10659949,,Johnathan Worrells,,,jworrells@ft.newyorklife.com,,List Import
128166,,James Golichowski,,Financial Engines Advisors L.l.c.,jgolichowski@financialengines.com,(480) 926-4400,
10790402,Inactive Investor,Charles Dana,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,charles_dana@glic.com,,Salesforce
10949302,Inactive Investor,Brian Tucei,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10849172,Inactive Investor,Timothy Bourdon,,Commonwealth Financial Network Windsor CT 43 Court St,tbourdon@commonwealth.com,,Salesforce
11061412,Inactive Investor,Elita Roberts,Owner,"Prosperity Asset Management, LLC",,,Salesforce
11165722,Inactive Investor,Svatava Pearce,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Folsom CA 193 Blue Ravine Rd",s.pearce@equitable.com,,Salesforce
9578944,,Justin Gardiner,,,justin.gardiner@valic.com,,List import
10838117,Inactive Investor,Gray Daus,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",gray.daus@wellsfargoadvisors.com,,Salesforce
9560369,,Ritchie Hoffman,,,ritchie.hoffman@berthelrep.com,,List import
10928700,Inactive Investor,Krishna Grandi,,"Kingswood Capital Partners, LLC Miami FL 6303 Waterford District Dr",,,Salesforce
10977509,Inactive Investor,Vanessa Breton,,J.P. Morgan Securities LLC Fort Lauderdale FL 5500 S Flamingo Rd,vanessa.breton@chase.com,,Salesforce
10905321,Inactive Investor,Paul Brown,Financial Advisor,Edward Jones Plano TX 213 N Murphy Rd,paul.brown@edwardjones.com,,Salesforce
10943699,Inactive Investor,Michael Smith,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",michael.smith@valic.com,,Salesforce
10917183,Inactive Investor,Susan Hernandez,Associate,Thrivent Investment Management Inc. El Paso TX 2615 Montana Ave,susan.hernandez@thrivent.com,,Salesforce
10828922,Inactive Investor,Fred Cohen,,LPL Financial LLC Lake Worth FL Private Residence,fred.cohen@lpl.com,,Salesforce
11201575,Inactive Investor,Philip Bagdade,Chief Compliance Officer;Member,Blue River Capital Management,philip@brcm.co,,Salesforce
10790051,Inactive Investor,Patricia Ahrendt,,"Raymond James Financial Services, Inc. Longwood FL 300 N Ronald Reagan Blvd",patricia.ahrendt@raymondjames.com,,Salesforce
10941613,Inactive Investor,Jossie Belcher,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11102754,Inactive Investor,Andrew Lin,,J.P. Morgan Securities LLC,andrew.lin@jpmorgan.com,,Salesforce
10897780,Inactive Investor,Akshay Singh,,Goldman Sachs & Co.,,,Salesforce
372495,,LAWRENCE WINGER,,[Unknown],larry@larrywinger.com,,Salesforce
11049977,Inactive Investor,Christine Medeiros,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,cmedeiros@ft.newyorklife.com,,Salesforce
10884822,Inactive Investor,Edward Leibowitz,,Cetera Advisors LLC Bedminster NJ 376 Main St,,,Salesforce
10865506,Inactive Investor,Janeen Ingram,Financial Planner,"Calton & Associates, Inc. Folsom CA 2130 E Bidwell St",jingram@calton.com,,Salesforce
10995223,Inactive Investor,Anthony Morris,,Worth Financial Group Inc. Dallas TX 5960 Berkshire Ln,amorris@worthfinancialgroup.com,,Salesforce
10767627,Inactive Investor,Stephen Desalvo,Chairman;Financial Planner;Owner;Principal;Regulatory Contact,"Ifrah Financial Services, Inc.",stephen@ifrahfinancial.com,,Salesforce
10983102,Inactive Investor,M Slavin,,"Farmers Financial Solutions, LLC Highwood IL 832 Sheridan Rd",,,Salesforce
2225,,BRUCE LAPIDO,MR,[[Unknown]],brucelapido@gmail.com,,Database Upload
10997451,Inactive Investor,David Lyle,Financial Advisor,"Equitable Advisors, LLC Parkersburg WV 3301 Emerson Ave",david.lyle@equitable.com,,Salesforce
11033532,Inactive Investor,Hayden Minix,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
11087924,Inactive Investor,Van Everett,,"Northwestern Mutual Investment Services, LLC West Des Moines IA 4601 Westown Pkwy",van.everett@nm.com,,Salesforce
351798,,Greg Greene,Partner,Strategic Advisers Llc,ggreene@strategicadvisersllc.com,617-563-7000,Manual List Upload
11117804,Inactive Investor,Sydney Parker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11081562,Inactive Investor,Ausra York,,"Osaic Wealth, Inc. Crystal River FL 825 N Citrus Ave",,,Salesforce
10977766,Inactive Investor,Sofia Nascimento Santos,,"Wells Fargo Clearing Services, LLC San Rafael CA 600 Las Gallinas Ave",,,Salesforce
10800963,Inactive Investor,Frank Steenburgh,Financial Advisor;Financial Planning Specialist;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Westborough MA 1 Technology Dr,frank.steenburgh@morganstanley.com,,Salesforce
11178073,Inactive Investor,Laurie Flynn,Financial Advisor;Financial Planning Specialist;Senior Vice President - Wealth Management,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,laurie.flynn@morganstanley.com,,Salesforce
11158591,Inactive Investor,Michael Kuehn,Portfolio Manager;Senior Equity Analyst,Verity Investment Partners,mick@verityvip.com,,Salesforce
241133,Inactive Investor,Thomas Cook,,NEPC,tcook@nepc.com,(617) 374-1300,Database Upload
10977360,Inactive Investor,Taylor Knopf,Financial Advisor,Prime Capital Financial Boerne TX 616 E Blanco Rd,tknopf@pciawealth.com,,Salesforce
10772169,Inactive Investor,Diana Canipe,,"Wells Fargo Clearing Services, LLC Burnsville NC 109 Town Sq",diana.canipe@wellsfargoadvisors.com,,Salesforce
10931272,Inactive Investor,Brian Dague,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",brian.dague@nm.com,,Salesforce
340609,,Patrick Kocsi,Managing Partner,"Juna Equity Partners, Lp",patrick@junaequity.com,212-271-0250,Manual List Upload
11170982,Inactive Investor,Stephen Gates,,Cetera Advisor Networks LLC Englewood CO 5350 S Roslyn St,,,Salesforce
11146001,Inactive Investor,Scott Martin,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",scott.martin@wellsfargoadvisors.com,,Salesforce
10935355,Inactive Investor,Robert Dunn,Director;Partner,Servatus Capital,,,Salesforce
10617647,,Jer-Sheng Chen,,,jersheng.chen@tfaconnect.com,,List Import
11118563,Inactive Investor,Loretta Lawson-Jenkins,,PFS Investments Inc. Greensboro NC 1031 Summit Ave,loreetta.lawsonjenkins@primerica.com,,Salesforce
11016765,Inactive Investor,Sulayman Nyang,Financial Advisor,Edward Jones Charlotte NC 9739 Northlake Centre Pkwy,sulayman.nyang@edwardjones.com,,Salesforce
11071041,Inactive Investor,Gregory Paine,,LPL Financial LLC Tacoma WA 4301 S Pine St,gregory.paine@lpl.com,,Salesforce
10802116,Inactive Investor,Joseph Stephens,Financial Planner,"Prospera Financial Services, Inc. New Orleans LA 3528 Holiday Dr",joseph.stephens@prosperafinancial.com,,Salesforce
192156,,Luanna Reyes,Financial Advisor,"VALIC Financial Advisors, Inc.",luanna.reyes@valic.com,281-878-7400,
10969645,Inactive Investor,Michael Mackesy,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11049298,Inactive Investor,Olivia Howell,Senior Client Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,olivia.howell@ubs.com,,Salesforce
9541476,,Muhammad Fauzi Nor Khalid,,,code503@protonmail.com,,List import
10911505,Inactive Investor,Damion Cassie,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,dcassie@primerica.com,,Salesforce
11046129,Inactive Investor,Sarah Murphy,,"The Strategic Financial Alliance, Inc. Fairfax VA 10300 Eaton Pl",smurphy@thesfa.net,,Salesforce
10487476,,Keith Ferguson,,"Beacon Pointe Advisors, LLC",allen@fergusonwealth.com,,List Import
10838868,Inactive Investor,John Groth,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",,,Salesforce
9632075,,Austin Morrow,,,austinsellsfl@gmail.com,,List import
123210,,Frederick Stein,Vp And Portfolio Manager,Confluence Investment Management Llc,cstein@confluenceim.com,,
11052571,Inactive Investor,Joyce Morgan,,"Allstate Financial Services, LLC Sandy UT 10265 S 1300 E",joycemorgan@allstate.com,,Salesforce
11088611,Inactive Investor,Gregory Weber,Financial Consultant,Thrivent Investment Management Inc. Kendallville IN 1551 S Main St,greg.weber@thrivent.com,,Salesforce
9551508,,Jeffrey Hoernemann,,,jeff_hoernemann@americancentury.com,,List import
11009117,Inactive Investor,Alan Spraggins,Wealth Management Advisor,LPL Financial LLC Hot Springs National Park AR 835 Central Ave,alan.spraggins@lpl.com,,Salesforce
9604595,,Hayes Chester,,,addie68@yahoo.com,,List import
11090157,Inactive Investor,George Prassas,Managing Partner;Principal,GP Financial,,,Salesforce
9621123,,Gary Menne,,,gmenne@fuse.net,,List import
9583068,,Calvin Yuen,,,calvin.yuen@fmr.com,,List import
229309,, -,,[[Unknown]],luka@galaxydigital.io,,
11113142,Inactive Investor,Christopher Hunt,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
10509976,,Bryon Walker,Regional Vice President - ETFs,AAM,bryon.walker@aamlive.com,,List Import
11049032,Inactive Investor,Malcom Ong,Financial Advisor,"Nations Financial Group, Inc. Lawrence KS 3310 Mesa Way",malcom@nationsfg.com,,Salesforce
10873723,Inactive Investor,Steven Haas,,State Farm VP Management Corp. Bloomington IL 2315 E Empire St,,,Salesforce
10806224,Inactive Investor,Theodore Calabrese,,Cetera Advisors LLC Rocky River OH 20575 Center Ridge Rd,theodore.calabrese@ceteraadvisors.com,,Salesforce
11186274,Inactive Investor,Phillip Jacobson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,phillip.r.jacobson@fmr.com,,Salesforce
10984064,Inactive Investor,James Willis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3855 Bloomfield Rd",,,Salesforce
174307,,Robert Lehmert,,[Unknown],roblehmert@mac.com,,
9582658,,Laura Wilson,,,lwilson@gen-wealth.com,,List import
9645583,,fyf one,,,2801285536@qq.com,,List import
10835527,Inactive Investor,Michael King,,"Cambridge Investment Research, Inc. Brentwood TN 7003 Chadwick Dr",m.king@cambridgesecure.com,,Salesforce
11115516,Inactive Investor,Ka Man Au,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",ka_man.au@ml.com,,Salesforce
342578,,Tracie Caplinger,Service Assistant,V Wealth Advisors Llc,tracie.caplinger@vwealth.com,913-827-4600,Manual List Upload
9591527,,Dan Forker,,,dforker77@gmail.com,,List import
10868782,Inactive Investor,Danforth Bush,Vice President,PFS Investments Inc. Abilene TX 4601 Buffalo Gap Rd,danforth.bush@primerica.com,,Salesforce
9544529,,Sheila McClure,,,sheila@mcclureinvest.com,,List import
10977284,Inactive Investor,Stephanie Caro,,"First Command Brokerage Services, Inc. Tampa FL 501 E Kennedy Blvd",sacaro@firstcommand.com,,Salesforce
11125885,Inactive Investor,Anthony Trigona,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",anthony.trigona@ampf.com,,Salesforce
11229645,Inactive Investor,Lynne Ehrlich,,"Northwestern Mutual Investment Services, LLC Westborough MA 1400 Computer Dr",lynne.ehrlich@nm.com,,Salesforce
10987355,Inactive Investor,Adam Veale,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,adam.veale.kg05@statefarm.com,,Salesforce
10972139,Inactive Investor,Yia Lee,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
11102120,Inactive Investor,Melissa Chadwell,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,melissa.chadwell@primerica.com,,Salesforce
248904,,Bob Cohen,CEO,Braintree Business Development Center,bcohen@braintreepartners.org,,Manual List Upload
9571729,,Kerim Oktay,,,yaso195@yahoo.com,,List import
10791100,Inactive Investor,Susan Blumenthal,Owner,"CMG Capital Management Group, Inc. King of Prussia PA 1000 Continental Dr",sblumenthal@cmgwealth.com,,Salesforce
11081887,Inactive Investor,Peter Stockwell,,"Allstate Financial Services, LLC Newtown CT 6 Queen St",peterstockwell@allstate.com,,Salesforce
9617965,,Joel Telpner,,,jtelpner@nyc.rr.com,,List import
10924381,Inactive Investor,Jeffrey Revak,Financial Advisor,Edward Jones Morrisville PA 1790 Yardley Langhorne Rd,jeff.revak@edwardjones.com,,Salesforce
10769992,Inactive Investor,William Carmody,,Cetera Investment Services LLC Honesdale PA 724 Main St,,,Salesforce
10975032,Inactive Investor,Kathy Lamm,,"Farmers Financial Solutions, LLC Costa Mesa CA 2915 Red Hill Ave",,,Salesforce
11177610,Inactive Investor,Timothy Braceland,Financial Advisor;General Partner;Regional Leader,Edward Jones Auburndale MA 130 Rumford Ave,timothy.braceland@edwardjones.com,,Salesforce
11169742,Inactive Investor,Jack Ehrke,Financial Advisor,Edward Jones Lincoln NE 5900 S 58th St,jack.ehrke@edwardjones.com,,Salesforce
10886553,Inactive Investor,Jake Sine,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jake_sine@vanguard.com,,Salesforce
347946,,Tommaso Giuseppe,Head Of Sales,Bluebay Asset Management Llp,tdegiuseppe@bluebay.com, -3893863,Manual List Upload
10780277,Inactive Investor,Alan Taxman,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",alan_taxman@ml.com,,Salesforce
10656419,,Daniel Davis,,,dan.davis2@edwardjones.com,,List Import
11120701,Inactive Investor,Christine Saitta,Senior Vice President,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",christine.saitta@raymondjames.com,,Salesforce
11236989,Inactive Investor,Russell Merwick,Financial Advisor;Operations Manager,Robbins Wealth Management,russell@investrwm.com,,Salesforce
120085,,Malo Carpenter,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",malo.carpenter@transamerica.com,717-579-5603,
9590320,,Robert Draper,,,rdraper@mariettallc.com,,List import
10756569,Inactive Investor,Howard Premer,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,howard.premer@morganstanley.com,,Salesforce
10964975,Inactive Investor,Erica Perez,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fontana CA 15092 Summit Ave",erica.perez2@ml.com,,Salesforce
10906242,Inactive Investor,Richard Debruin,Wealth Advisor,HighPoint Planning Partners,pete.debruin@hiptpartners.com,,Salesforce
10768025,Inactive Investor,Karen Owens,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",karen.schmidt@prudential.com,,Salesforce
10945240,Inactive Investor,Terence Sharma,,Cetera Advisor Networks LLC Leawood KS 12405 Beverly St,terry.sharma@ceterawealth.com,,Salesforce
10927159,Inactive Investor,Jacqueline Miron,,Development Corporation For Israel Atlanta GA Temporarily Unavailable,jacqueline.miron@israelbonds.com,,Salesforce
10804344,Inactive Investor,Roger Ford,,"Madison Avenue Securities, LLC Harrison OH 10403 Harrison Ave",,,Salesforce
10772865,Inactive Investor,Daniel Lepanto,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,daniell@leerink.com,,Salesforce
9614737,,Manuel Medel,,,manuel.lome@gmail.com,,List import
10883637,Inactive Investor,Nicolette Messina,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,nicolette.messina@jpmorgan.com,,Salesforce
235797,, -,,[[Unknown]],betterduck@verizon.net,,
10764786,Inactive Investor,Erin Walters,Senior Client Associate;Vice President,Rockefeller Financial LLC Melbourne FL 8240 Devereux Dr,ewalters@rockco.com,,Salesforce
11088847,Inactive Investor,Richard Pogany,,"Pruco Securities, LLC. Trenton NJ 850 Bear Tavern Rd",rick.pogany@prudential.com,,Salesforce
11163688,Inactive Investor,William Aaron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",william.aaron@ml.com,,Salesforce
7699578,,Juan Lloyd,,,jvhrktzyhfgw@bugfoo.com,,Web form fillout
11097025,Inactive Investor,Kevin Imhoff,,HBW Advisory Services LLC Lansing MI 4112 W Saint Joe Hwy,kevin.imhoff@hbwadvisory.com,,Salesforce
10894642,Inactive Investor,Francesca Boehmer,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,francesca.boehmer@fidelity.com,,Salesforce
339349,,Matthew Reiter,Limited Partner,Wpwealth Llp,matthew.reiter@wpcpa.com,817-259-9100,Manual List Upload
10807281,Inactive Investor,Broderick Kelly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",broderick.kelly@ml.com,,Salesforce
11007624,Inactive Investor,Hannah Henry,,PFS Investments Inc. Duluth GA 6470 E Johns Xing,hhenry@primerica.com,,Salesforce
11163457,Inactive Investor,Jill Peterson,,LPL Financial LLC Denver CO 2050 S Downing St,jill.peterson@lpl.com,,Salesforce
11006381,Inactive Investor,Edgardo Andonie,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,eandonie@ft.newyorklife.com,,Salesforce
11061831,Inactive Investor,Brandon Cox,Client Associate,J.P. Morgan Securities LLC San Diego CA 1280 4th Ave,,,Salesforce
11211997,Inactive Investor,Garry Hurewitz,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",ghurewitz@fmsbonds.com,,Salesforce
11102619,Inactive Investor,Melanie Radcliff,,Kovack Securities Inc. Fort Smith AR 200 N Greenwood Ave,melanie@kovacksecurities.com,,Salesforce
11062230,Inactive Investor,Kristine Gutkowski,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",kristine_gutkowski@ml.com,,Salesforce
11191767,Inactive Investor,James Brown,,"Allstate Financial Services, LLC Colorado Springs CO 6799 Bismark Rd",jamesbrown@allstate.com,,Salesforce
9593500,,Mark Wong,,,markwongsl@gmail.com,,List import
10612402,,Edmund Iannelli,"Financial Advisor, Managing Director",,edmund.iannelli@ampf.com,,List Import
8935735,,John Doster,,,johndoster32@yahoo.com,,Web Form Fillout
9556005,,D F,,,f@h.com,,List import
10940927,Inactive Investor,Betsy Boyd,,"Osaic Wealth, Inc. Clarkston MI 7150 Dixie Hwy",,,Salesforce
9579655,,Sean Sharma,,,sean.sharma@icloud.com,,List import
10488387,,Marc Everett,"Chief Operating Officer, Regulatory Contact","S2 Fund Manager, LLC",meverett@s2cp.com,,List Import
11045982,Inactive Investor,Jeffrey Finch,,PFS Investments Inc. Lansing MI 6810 S Cedar St,jfinch@primerica.com,,Salesforce
11030602,Inactive Investor,Broderick Harrison,,"U.S. Bancorp Investments, Inc. Greeley CO 3690 W 10th St",,,Salesforce
9643331,,thomas rogers,,,trogers@drew-rogers.com,,List import
62726,,Richard Luengo,,United States,richluengo@gmail.com,,
11093227,Inactive Investor,Todd Baker,Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 7900 Xerxes Ave S",todd.baker@wellsfargo.com,,Salesforce
11098905,Inactive Investor,Cynthia Wentworth,Managing Director;Regulatory Contact,Curat Global LLC,,,Salesforce
11023835,Inactive Investor,Marc Shepherd,Financial Advisor,"Principal Securities, Inc. Concord NC Private Residence",shepherd.marc@principal.com,,Salesforce
11053997,Inactive Investor,Christopher Perkins,Financial Advisor,Thrivent Investment Management Inc. Winona MN 502 E Broadway St,christopher.perkins@thrivent.com,,Salesforce
9600421,,Jim Tatera,,,jim.tatera@marquettewm.com,,List import
10963474,Inactive Investor,Patricio Gomez,,"Alterna Securities, Inc.",,,Salesforce
11000096,Inactive Investor,Sandra Garcia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11133603,Inactive Investor,Kurt Gunderson,,"International Assets Advisory, LLC Dallas TX 2101 Cedar Springs Rd",,,Salesforce
10795198,Inactive Investor,Timothy Keating,Financial Advisor,Edward Jones Colorado Springs CO 5265 N Academy Blvd,tim.keating@edwardjones.com,,Salesforce
10644897,,Seema Outarsingh,,,soutarsingh@williamblair.com,,List Import
10945780,Inactive Investor,Brian Greenwood,,Edward Jones Dubuque IA 555 JFK Rd,brian.greenwood@edwardjones.com,,Salesforce
9553755,,jac D. Fensler Fensler,,,spotifylimitedcc@gmail.com,,List import
11114277,Inactive Investor,Karissa Mchurd,,PFS Investments Inc. Roseville CA 1200 Melody Ln,kmchurd@primerica.com,,Salesforce
9609487,,Absalom Tan,,,absalomtan@gmail.com,,List import
10648011,,Vincent Polivka,,,vpolivka@vcapwa.com,,List import
10871461,Inactive Investor,Sean O'Brien,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11055873,Inactive Investor,Rose Smith,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
10618682,,Janos Von Aulock,,,jvonaulock@financialguide.com,,List Import
11073964,Inactive Investor,Jon McCardle,,"Regulus Financial Group, LLC Lafayette IN 310 Ferry St",,,Salesforce
11163118,Inactive Investor,Ning Jiang,Financial Services Professional,"MML Investors Services, LLC Fremont CA 2201 Walnut Ave",njiang@financialguide.com,,Salesforce
11181099,Inactive Investor,Lloyd Pomerantz,,NYLIFE Securities LLC New York NY 285 Fulton St,lpomerantz@ft.newyorklife.com,,Salesforce
10924725,Inactive Investor,David Timmons,,Cetera Investment Services LLC Birmingham AL 2050 Parkway Office Cir,,,Salesforce
10896945,Inactive Investor,Dawn Stebelton,,UBS Financial Services Inc. Sylvania OH 5757 Monroe St,dawn.stebelton@ubs.com,,Salesforce
10589138,,Jeffrey Boris,"Chief Investment Officer, Head - Investments and Research","Litvak Wealth, LLC",jpboris@yahoo.com,203-227-8000,List Import
10842636,Inactive Investor,Rhonda Maxwell,,LPL Financial LLC Murrieta CA 25109 Jefferson Ave,rhonda.maxwell@lpl.com,,Salesforce
9588095,,Florian Pappert,,,florian1381997@gmail.com,,List import
11229202,Inactive Investor,Kristen Ledbetter,Financial Planning Associate,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",kristen.ledbetter@raymondjames.com,,Salesforce
10890168,Inactive Investor,Mark Duris,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 1805 E Golf Rd",mark.duris@ml.com,,Salesforce
10487310,,Brian Blake,"Financial Advisor, First Vice President - Wealth Management",UBS Financial Services Inc.,brian.blake@ubs.com,,List Import
9588211,,Maxim safonov,,,maxim.v.safonov@gmail.com,,List import
10932885,Inactive Investor,Sara Paradies,Associate,Thrivent Investment Management Inc. Eau Claire WI 4330 Golf Ter,sara.cramer@thrivent.com,,Salesforce
10904733,Inactive Investor,Travis Snider,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,travis.snider.mko6@statefarm.com,,Salesforce
10816673,Inactive Investor,Richard Elliott,Financial Representative,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,,,Salesforce
11043009,Inactive Investor,Luis Abella,Financial Advisor,Edward Jones New Milford CT 2A Main St,lou.abella@edwardjones.com,,Salesforce
10863864,Inactive Investor,Marko Ungashick,Chief Executive Officer;Manager,Two West Capital Advisors LLC,marko@twowestadvisors.com,,Salesforce
10804295,Inactive Investor,Rodrick Fowler,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Bellaire TX 5102 Bellaire Blvd",rodrick.fowler@wellsfargo.com,,Salesforce
11217395,,Vincent Primiano,,,vincent.primiano@nomura.com,,Other
10881373,Inactive Investor,Matthew Simmons,Financial Advisor,"Charles Schwab & Co., Inc. Alpharetta GA 2845 Old Milton Pkwy",,,Salesforce
9580867,,Kenneth Etheredge,,,ketheredge@bokf.com,,List import
10772187,Inactive Investor,Barry Conyers,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,barry.conyers@fidelity.com,,Salesforce
10764884,Inactive Investor,Dylana Hopler,Complex Director,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",dylana.m.hopler@ampf.com,,Salesforce
11199196,Inactive Investor,Gerrit Vrieze,,Sowell Management West Des Moines IA 1603 22nd St,,,Salesforce
10913200,Inactive Investor,Jason Hall,Financial Advisor,Edward Jones Joliet IL 3077 W Jefferson St,jason.m.hall@edwardjones.com,,Salesforce
343346,,Eren Yagdiran,,CountingCarbons,eren@countingcarbons.co,(455) 038-5919,Paid Social
10819605,Inactive Investor,Nathan Peterson,,"Raymond James Financial Services, Inc. Charlotte NC 6805 Morrison Blvd",nathan.peterson@raymondjames.com,,Salesforce
10859489,Inactive Investor,Devin Deverill,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",d.deverill@nm.com,,Salesforce
10926214,Inactive Investor,Joshua Kehm,Chief Compliance Officer;Director - Financial Planning;Managing Member;Partner,Ensign Advisory Partners LLC,jkehm@ensignpartners.com,,Salesforce
11114242,Inactive Investor,Kristin Pitts,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10617906,,Adnan Junaidi,,,adnan.junaidi@ml.com,,List Import
10606618,,John Barr,"Executive Vice President, Managing Director, Portfolio Manager","Needham Investment Management, LLC",john.barr@needhamco.com,212-705-0348,List Import
343874,,Deanna Suarez,Managing Partner,1776 Wealth Llc,deanna@1776wealth.com,678-257-2730,Manual List Upload
10863257,Inactive Investor,Clifford Warden,,Cetera Advisor Networks LLC Onalaska WI 1855 E Main St,clifford.warden@ceterawealth.com,,Salesforce
11002047,Inactive Investor,Shelton Dotson,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",shelton.dotson@nm.com,,Salesforce
2974810,,Om Verma,,,omvrma0008@gmail.com,,
10906712,Inactive Investor,Tyler Aportela,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",tyler.aportela@ml.com,,Salesforce
9600791,,Scott Keller,,,skeller@sigmafinancial.com,,List import
10923196,Inactive Investor,Eric Peterson,Paraplanner,"Ameriprise Financial Services, LLC Boca Raton FL 2700 N Military Trl",eric.peterson@ampf.com,,Salesforce
9597784,,Melinda Ortiz,,,melindaorapid@gmail.com,,List import
10823253,Inactive Investor,Abraham Carter,Client Relationship Associate,William Blair,cabraham@williamblair.com,,Salesforce
10998242,Inactive Investor,Jason McFarland,,"WesBanco Securities, Inc. Parkersburg WV 260 Gihon Vlg",jason.mcfarland@wesbanco.com,,Salesforce
10987383,Inactive Investor,Caitlin Brown,Regulatory Contact;Wealth Advisor,RW Investment Management LLC,,,Salesforce
10988783,Inactive Investor,Ethan Ogden,Wealth Advisor,Maia Wealth Villa Park IL 305 Ardmore Ave,ethan@maiawealth.com,,Salesforce
10931962,Inactive Investor,David Munson,,State Farm VP Management Corp. Bethesda MD 7910 Woodmont Ave,,,Salesforce
372548,,Bartosz Szymczak,,Poland,szymczbartosz@gmail.com,,Salesforce
10768943,Inactive Investor,Kim Ridinger,,"Avantax Investment Services, Inc. San Francisco CA 1250 Jones St",,,Salesforce
11178271,Inactive Investor,Katina Heggemann,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Washington MO 1301 W 5th St",katina.heggemann@wellsfargoadvisors.com,,Salesforce
70577,,Erich Patten,"President, Member","Cutler Investment Counsel, Llc",erich@cutler.com,541-770-9000,Manual List Upload
10688645,,Hashilla Rivai,,,hashilla.rivai@gmail.com,,Web Form Fillout
10790324,Inactive Investor,William Thomson,Branch Manager;First Vice President;Investment Management Consultant,Morgan Stanley Huntsville AL 305 Church St SW,grant.thomson@morganstanley.com,,Salesforce
10851845,Inactive Investor,Renee Sorrell,Senior Client Associate,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",renee.sorrell@wellsfargo.com,,Salesforce
10861091,Inactive Investor,Magno Davila-Arias,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood NJ 21 Park Pl",magno.davila-arias@ml.com,,Salesforce
9596385,,Charles Archambault,,,cmarchambault@gmail.com,,List import
10994228,Inactive Investor,Ryan Phillips,Financial Advisor,"Ameriprise Financial Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",ryan.phillips@ampf.com,,Salesforce
10829369,Inactive Investor,Robert Hogsette,,Cetera Advisors LLC Mansfield OH 1 Marion Ave,robert.hogsette@ceteraadvisors.com,,Salesforce
11077530,Inactive Investor,Kent Simmons,Financial Advisor,Edward Jones Greensboro NC 1619 New Garden Rd,kent.simmons@edwardjones.com,,Salesforce
10772152,Inactive Investor,John Madzin,Financial Advisor;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,john.madzin@morganstanley.com,,Salesforce
10754714,Inactive Investor,William Koier,,Cetera Advisor Networks LLC Torrance CA 25500 Hawthorne Blvd,koierw@ceteranetworks.com,,Salesforce
10793034,Inactive Investor,Gary Klossner,Financial Advisor,Edward Jones Rolla MO 700 W 2nd St,gary.klossner@edwardjones.com,,Salesforce
9562829,,Tarek Soliman,,,tarekhsoliman@gmail.com,,List import
11145181,Inactive Investor,Todd Au,Institutional Consultant;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,todd.au@morganstanley.com,,Salesforce
11028946,Inactive Investor,Anita Jimenez Lepe,,J.P. Morgan Securities LLC Sacramento CA 4450 Florin Rd,anita.jimenez-lepe@jpmorgan.com,,Salesforce
11080511,Inactive Investor,Lance Charmont,Executive Director;Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9568318,,Dalvin Hernández,,,hernandezdalvin@gmail.com,,List import
11123300,Inactive Investor,Sergio Molina,,J.P. Morgan Securities LLC West Hollywood CA 8951 Santa Monica Blvd,sergio.molina@jpmorgan.com,,Salesforce
371384,,Robert Glass,,"The Mather Group, Llc",recglass@gmail.com,,Salesforce
11157781,Inactive Investor,Rachelle Petruzziello,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",rachelle.petruzziello@wellsfargoadvisors.com,,Salesforce
10841012,Inactive Investor,Ann Sheehan,,"Osaic Wealth, Inc. San Jose CA 1625 The Alameda",,,Salesforce
9636384,,Allison Becker,,,allison.becker@legacykc.com,,List import
11200814,Inactive Investor,Polly Cordle,Chief Compliance Officer,St. Germain Investment Management Springfield MA 1500 Main St,pcordle@stgermaininvestments.com,,Salesforce
10895332,Inactive Investor,Chantz Kwapick,,Fidelity Brokerage Services LLC,,,Salesforce
10951022,Inactive Investor,Todd Honsowitz,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,todd.honsowitz@primerica.com,,Salesforce
10489480,,Mark Massey,"First Vice President, Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",mark_massey@ml.com,940-297-6955,List Import
9551873,,Lisaann Nouchi,,,lnouchi@wisdirect.com,,List import
10849273,Inactive Investor,George Popov,Enrolled Agent;Financial Advisor,LPL Financial LLC Baton Rouge LA 4911 S Sherwood Forest Blvd,george.popov@lpl.com,,Salesforce
9601448,,??? ?,,,1187191067@qq.com,,List import
10829803,Inactive Investor,Frederick Bland,,Cape Securities Inc.,fdbland@capesecurities.com,,Salesforce
10925677,Inactive Investor,Thomas Sepull,Chief Strategist;Senior Financial Advisor,Wealth & Tax Planners LLC,tsepull@wtplanners.com,,Salesforce
10615106,,Jeffrey Goria,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,jeff.goria@morganstanley.com,,List Import
10850562,Inactive Investor,Edward Bautista,,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",edward.bautista@tiaa.org,,Salesforce
11055348,Inactive Investor,Travis Chase,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,travis.chase.piep@statefarm.com,,Salesforce
10661829,,Richard Marks,,,rich.marks@capstone-advisors.com,,List Import
10956902,Inactive Investor,Joanna Ramos Vizcarra,Private Client Advisor,J.P. Morgan Securities LLC Phoenix AZ 2620 E Camelback Rd,joanna.ramos-vizcarra@jpmorgan.com,,Salesforce
11124459,Inactive Investor,Ryan Wardlaw,,J.P. Morgan Securities LLC Vancouver WA 16600 SE McGillivray Blvd,,,Salesforce
11063541,Inactive Investor,Khristopher Hoopes,Client Service Associate,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,khristopher.hoopes@ubs.com,,Salesforce
10873061,Inactive Investor,Erin Lenser,Financial Advisor,Edward Jones Lodi CA 1812 W Kettleman Ln,erin.lenser@edwardjones.com,,Salesforce
10826031,Inactive Investor,Susan Burningham,,LPL Financial LLC La Mesa CA 8313 La Mesa Blvd,susan.burningham@lpl.com,,Salesforce
7980482,,Davod Sharafi,,,davod.sharafi@gmail.com,,Web Form Fillout
370711,,swfsf Lee,,United States,lwenbo6@gmail.com,,Salesforce
10879789,Inactive Investor,Laura Hessel,Senior Advisor,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",lpupillo@monetagroup.com,,Salesforce
10807467,Inactive Investor,Tracy Brenneman,Financial Advisor;Second Vice President,Morgan Stanley Rockford IL 2126 N Perryville Rd,tracy.brenneman@morganstanley.com,,Salesforce
10854006,Inactive Investor,Norman Grevey,Financial Advisor,Wealth Management Group Springboro OH 20 S Main St,,,Salesforce
10765704,Inactive Investor,Ellen Mullaney,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",ellen_mullaney@ml.com,,Salesforce
11229110,Inactive Investor,Maerdani Muladeli,Team Leader,Edward Jones Sunnyside NY 4701 Queens Blvd,,,Salesforce
10976729,Inactive Investor,Matthew Plucienik,,Vanguard Marketing Corporation,matthew_plucienik@vanguard.com,,Salesforce
9564772,,Amir Blackwell,,,amir.blackwell@yahoo.com,,List import
11104809,Inactive Investor,Jerry Goldblum,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",jerry.goldblum@equitable.com,,Salesforce
10860058,Inactive Investor,William Miller,,Country Capital Management Company Meridian ID 1880 S Cobalt Point Way,william.miller@countryfinancial.com,,Salesforce
11125581,Inactive Investor,James Hutchinson,,"Raymond James Financial Services, Inc. Encino CA 16133 Ventura Blvd",james.hutchinson@raymondjames.com,,Salesforce
9547028,,Deandre Turner,,,2580deandre@gmail.com,,List import
11020104,Inactive Investor,Stanley Berry,,"Westminster Financial Securities, Inc.",sberry@westminsterfinancial.com,,Salesforce
10961440,Inactive Investor,Deborah Novatney,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,deborah.novatney@lpl.com,,Salesforce
11197391,Inactive Investor,Charanjit Sodhi,,"Farmers Financial Solutions, LLC Fresno CA 1300 E Shaw Ave",csodhi@farmersagent.com,,Salesforce
11006253,Inactive Investor,Karl Menard,Senior Regional Leader,PFS Investments Inc. New York NY 301 W 135th St,karl.menard@primerica.com,,Salesforce
11057874,Inactive Investor,Andrew Newman,,Fidelity Brokerage Services LLC Carmel IN 14405 Clay Terrace Blvd,,,Salesforce
9644280,,Harpreet Mangat,,,harpreet@wkswa.com,,List import
11083790,Inactive Investor,Barbara Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC Cincinnati OH 255 E 5th St",barbara.moran@wellsfargoadvisors.com,,Salesforce
10891727,Inactive Investor,Stacy Foxall,,"Allstate Financial Services, LLC Macomb IL 28 W Side Sq",stacyfoxall@allstate.com,,Salesforce
10927839,Inactive Investor,Kayla Faurot-Canham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11178377,Inactive Investor,Reginald Ford,,LPL Financial LLC Nashville TN Private Residence,reginald.ford@lpl.com,,Salesforce
10661706,,Michael Valek,,,michaelv@stecorporation.com,,List Import
10790986,Inactive Investor,Brian Vestal,Advisor;Founder;Investment Advisor;Investment Advisor Representative;Managing Member;Regulatory Contact,"RIA Advisory Group, LLC",brian.vestal@riaadvisorygroup.com,,Salesforce
11065128,Inactive Investor,Bart Allard,,"Avantax Investment Services, Inc. Rogers AR 107 N 37th St",bart.allard@avantax.com,,Salesforce
11190382,Inactive Investor,Brian Erickson,,Thrivent Investment Management Inc. Stevens Point WI 3233B Business Park Dr,brian.erickson@thrivent.com,,Salesforce
9606082,,Humayun Sleemy,,,sleemy@hotmail.com,,List import
10619317,,Luis Guzman,,,luis.guzman@morganstanley.com,,List Import
11011963,Inactive Investor,Graham Parkhill,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",graham.parkhill@nm.com,,Salesforce
10488884,,Nancy Mancilla,Client Service Analyst,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,nemancilla5@hotmail.com,,List Import
10657137,,Steven Henke,,,shenke@farmersagent.com,,List Import
11229182,Inactive Investor,Harrison Boeschenstein,,Janney Montgomery Scott LLC Chicago IL 20 N Wacker Dr,,,Salesforce
11162143,Inactive Investor,Craig Larsen,,The O.N. Equity Sales Company Topeka KS 3300 SW 29th St,,,Salesforce
11049190,Inactive Investor,Quin Flaig,,State Farm VP Management Corp. Duluth MN 1701 Maple Grove Rd,,,Salesforce
10901862,Inactive Investor,David Decker,,"Raymond James Financial Services, Inc. College Station TX 526 University Dr E",david.decker@raymondjames.com,,Salesforce
9597580,,Jackson Lund,,,jacksontlund@gmail.com,,List import
9623557,,Rich Rines,,,richardrines@gmail.com,,List import
5256636,,Aaron D'Orival,,,dorival.aaron@gmail.com,,Web Form Fillout
6766306,,Amir Shayesteh,,,siramirshayesteh@gmail.com,,Web Form Fillout
10815000,Inactive Investor,Bruce Woodbury,Financial Advisor,LPL Financial LLC Rancho Cordova CA 2724 Kilgore Rd,bruce.woodbury@lpl.com,,Salesforce
10762728,Inactive Investor,Jodi Uhrick,Portfolio Associate,Morgan Stanley Winter Park FL 250 S Park Ave,jodi.uhrick@morganstanley.com,,Salesforce
9618681,,Jacques Nell,,,jacques@cieologroup.com,,List import
10484940,,Todd Pniewski,"Chief Compliance Officer, Founder, President",TBMS Wealth LLC,pniewski1@sbcglobal.net,,List Import
4454938,,Beth Smith,,,bethsmith@putrajayabaya.skom.id,,Web Form Fillout
11054325,Inactive Investor,Rick Patton,Financial Advisor;Financial Consultant;Senior Vice President,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",rick.patton@rbc.com,,Salesforce
9599290,,Mikhael Balachov,,,mikhaelb@teamhewins.com,,List import
10940789,Inactive Investor,Phillip Adams,,"Lion Street Financial, LLC Bryan TX 3000 Briarcrest Dr",padams@lionstreet.com,,Salesforce
11160145,Inactive Investor,Karin Patrick,Financial Representative,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",karin.patrick@nm.com,,Salesforce
336899,,Patrick Riley,"Shareholder Of Sawgrass Asset Management, Inc.",Sawgrass Asset Management Llc,rileyp@saw-grass.com,904-493-5500,Manual List Upload
9645786,,Jérôme BAYLE,,,baylemas@hotmail.fr,,List import
10755936,Inactive Investor,Logan Shalmi,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,logan.shalmi@opco.com,,Salesforce
11234624,Inactive Investor,Jaylen Muhammad,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
345543,,David Leuschen,Founder,Riverstone Investment Group Llc,david@riverstonellc.com,212-993-0076,Manual List Upload
11219074,,Danielle Martinez,,,danielle.martinez@ubs.com,,Other
209127,,Halim Yilmaz,,[Unknown],boyut61@hotmail.com,,
345067,,Christopher Cebula,Partner,"Armbruster Capital Management, Inc.",ccebula@armbrustercapital.com,585-381-4180,Manual List Upload
10903457,Inactive Investor,Marie Yap,,"Wells Fargo Clearing Services, LLC Winter Springs FL 5600 Red Bug Lake Rd",marie.a.yap@wellsfargo.com,,Salesforce
11173551,Inactive Investor,Robert Reid,,"OneAmerica Securities, Inc. Falmouth MA 23 Falmouth Heights Rd",,,Salesforce
11107086,Inactive Investor,Anita Kilambi,,Vanguard Marketing Corporation,anita_kilambi@vanguard.com,,Salesforce
10907270,Inactive Investor,Jeremy Staadeker,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",jeremy.staadeker@stewardpartners.com,,Salesforce
10856154,Inactive Investor,James McAdams,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,jamesmcadams@statefarm.com,,Salesforce
10975424,Inactive Investor,Robert Rounsfull,,"Avantax Investment Services, Inc. Glenview IL 2222 Chestnut Ave",,,Salesforce
9552885,,rodrigo golabek,,,rodrigo.golabek@xpi.com.br,,List import
10997786,Inactive Investor,Carrie Casey,,Edward Jones Saint Louis MO 12122 Tesson Ferry Rd,carrie.casey@edwardjones.com,,Salesforce
10661915,,Ryan Anthony,,,ranthony@longshorecp.com,,List Import
11182691,Inactive Investor,Theresa Manley,,PFS Investments Inc. Brookfield WI 330 S Executive Dr,theresa.manley@primerica.com,,Salesforce
9597359,,Jacques Sauliere,,,jacques.sauliere@cfm.fr,,List import
11104262,Inactive Investor,Walter Grzywinski,Co-Principal;Investment Advisor;Secretary;Treasurer,Oak Brook Advisors Ltd Charlotte NC 15720 Brixham Hill Ave,,,Salesforce
10878040,Inactive Investor,Nicole Remesik,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",nicole.remesik@raymondjames.com,,Salesforce
10752716,Inactive Investor,Laurie Blackburn,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",laurie.blackburn@wellsfargoadvisors.com,,Salesforce
160881,,Justin Christensen,,[Unknown],jchris89@protonmail.com,,
10913484,Inactive Investor,Sarah Danna,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sarah_eagleburger@vanguard.com,,Salesforce
11015817,Inactive Investor,John Murphy,,J.P. Morgan Securities LLC Shelton CT 2 Corporate Dr,john.t.murphy@jpmorgan.com,,Salesforce
11154488,Inactive Investor,Charles Hughes,,"Cambridge Investment Research, Inc. Smithfield VA 1100 S Church St",,,Salesforce
10843313,Inactive Investor,Paul Tourville,Financial Advisor;Investment Advisor Representative,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",,,Salesforce
11059662,Inactive Investor,Kristin Greim,Relationship Director,"OneAmerica Securities, Inc. Downingtown PA Private Residence",,,Salesforce
9621912,,john trikeriotis,,,ctrikeriotis@gmail.com,,List import
10870573,Inactive Investor,Ilya Sedun,Senior Manager,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",ilya.sedun@schwab.com,,Salesforce
9592120,,Paula Verity,,,paula@verityvip.com,,List Import
10791623,Inactive Investor,Kristina Kuprina,Financial Advisor,LPL Financial LLC Aptos CA 23 Seascape Vlg,kristina.kuprina@lpl.com,,Salesforce
10862218,Inactive Investor,Andrew Bednarek,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,andrew.bednarek@primerica.com,,Salesforce
11030412,Inactive Investor,Karen Warner,,"Citizens Securities, Inc. Commerce Township MI 2905 Union Lake Rd",karen.warner@citizensbank.com,,Salesforce
11070502,Inactive Investor,Noah Sanders,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",noah.c.sanders@nm.com,,Salesforce
104666,,Jun Hong,,"Best International Consulting, Inc.",jimbohong@live.com,9173028088,
9567963,,Kyle Dews,,,kyle.dews@fidelity.com,,List import
348203,,David Nienaber,Shareholder & Director,Foster & Motley Inc,davidn@fosterandmotley.com,513-561-6640,Manual List Upload
11047134,Inactive Investor,Basil Scott,Chief Compliance Officer;President,"Blue Chip Money Management, LLC Closter NJ 14 Vervalen St",,,Salesforce
11143848,Inactive Investor,Kevin Okim,,"Raymond James Financial Services, Inc. Reston VA 11790 Sunrise Valley Dr",kevin.okim@raymondjames.com,,Salesforce
10587614,,Ronald Endsley,Independent Branch Leader,"Charles Schwab & Co., Inc.",ron.endsley@schwab.com,2176894767,Web Form Fillout
9613383,,Travis Cope,,,twcope@williamblair.com,,List import
10870343,Inactive Investor,Carrie Quraishi,Managing Member;Principal,Quraishi Wealth Management,carrie@quraishilaw.com,,Salesforce
340536,,Alan Arizumi,Director,Bishop Street Capital Management,aarizumi@fhb.com,808-525-6246,Manual List Upload
11093395,Inactive Investor,Jose Plascencia,,PFS Investments Inc. Newark CA 39899 Balentine Dr,jplascencia@primerica.com,,Salesforce
11039588,Inactive Investor,Louis Mickavicz,,Cetera Investment Services LLC Olyphant PA 1601 Main St,,,Salesforce
341038,,Peter Leonard,Indexed Fund Manager,Irish Life Investment Managers Limited,peter.leonard@ilim.com,003-531-7041200,Manual List Upload
9631386,,Ashish Kumar,,,kumarashish.knit@gmail.com,,List import
11126604,Inactive Investor,Andrew Morledge,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11166632,Inactive Investor,Bradley Watts,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10867110,Inactive Investor,John Carroll,,"IFP Securities, LLC Alexandria LA 5432 Provine Pl",john.carroll@ifpartners.com,,Salesforce
10948009,Inactive Investor,Amy Butrymowicz,Shareholder,John F Suby Wealth Management LLC,abutrymowicz@jfsuby.com,,Salesforce
11285359,,Kamlesh Kumar,,,9529kamlesh@gmail.com,,Web Form Fillout
11077141,Inactive Investor,Lawrence Smith,,"Centaurus Financial, Inc. Laguna Niguel CA 30012 Ivy Glenn Dr",,,Salesforce
10979964,Inactive Investor,Lindsay Abrahams,,"CapFinancial Securities, LLC. New Hyde Park NY 3 Dakota Dr",,,Salesforce
11026252,Inactive Investor,Carmen Solano,Client Associate;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",carmen.solano@ml.com,,Salesforce
11105284,Inactive Investor,Sheri Bilger,Associate;Vice President,Thrivent Investment Management Inc. Westbury NY 1400 Old Country Rd,sheri.cooper@thrivent.com,,Salesforce
2873303,,Kenneth Huseman,,,sddakine@yahoo.com,,
11229679,Inactive Investor,Pooran Sharma,,Stephens New York NY 660 5th Ave,,,Salesforce
10984642,Inactive Investor,Michael Lewis,,J.P. Morgan Securities LLC Locust Grove GA 4971 Bill Gardner Pkwy,,,Salesforce
10968368,Inactive Investor,Michael D'Antonio,,Vanguard Marketing Corporation,michael_d-antonio@vanguard.com,,Salesforce
11084110,Inactive Investor,Wesley Blackmon,Financial Advisor,Edward Jones Katy TX 1501 East Ave,wesley.blackmon@edwardjones.com,,Salesforce
10811867,Inactive Investor,Thomas Arvanites,Financial Advisor;First Vice President - Investments,Janney Montgomery Scott LLC Palm Beach Gardens FL 3001 PGA Blvd,tarvanites@janney.com,,Salesforce
235449,, -,,[[Unknown]],akita6688@gmail.com,,Direct
10616798,,Bethann Goodrick,,,bgoodrick@wintrustwealth.com,,List Import
11151129,Inactive Investor,Joseph Ferri,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Owego NY 184 Front St",,,Salesforce
9557574,,Fredrick Wollman,,,fred.wollman@voya.com,,List import
10789197,Inactive Investor,Deborah Lewis,,NYLIFE Securities LLC Fairfax VA 3605 Chain Bridge Rd,dllewis@ft.newyorklife.com,,Salesforce
11142417,Inactive Investor,Chang Kim,,"Pruco Securities, LLC. Bayside NY 222-15 Northern Blvd",chang.kim@prudential.com,,Salesforce
341559,,Charles Izard,Partner,Brown Brothers Harriman Mutual Fund Advisory Depar,charles.izard@bbh.com,212-483-1818,Manual List Upload
11067140,Inactive Investor,Kimberly Kotomski,,Robert W. Baird & Co. Incorporated Butler PA 99 West Sunbury Rd,,,Salesforce
1006215,Inactive Investor,Kevin Spiers,,PGA,kevin@spiers.net,,3rd Party Lead Gen
9576053,,Charles Singh,,,csingh@eastgatetech.org,,List import
10960703,Inactive Investor,Laura Ferguson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",laura.ferguson@tiaa.org,,Salesforce
11071314,Inactive Investor,Stephen Mulhall,Senior Wealth Advisor;Vice President,"Citizens Securities, Inc. West Hartford CT 18 N Main St",stephen.k.mulhalljr@citizensbank.com,,Salesforce
10789280,Inactive Investor,Elizabeth Joseph,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",elizabeth.joseph@ml.com,,Salesforce
10916058,Inactive Investor,Jamey Barham,,B. Riley Wealth Management,,,Salesforce
10832526,Inactive Investor,Stephen Gainey,,LPL Financial LLC Gulfport MS 302 Courthouse Rd,stephen.gainey@lpl.com,,Salesforce
10807560,Inactive Investor,Rajer Choobak,Wealth Manager,NWF Advisory Services Inc Aliso Viejo CA 120 Vantis Dr,,,Salesforce
11047265,Inactive Investor,Haile Adams,,LPL Financial LLC McMinnville TN 200 E Main St,haile.adams@lpl.com,,Salesforce
9602962,,Steve Walsh,,,mozart2u@yahoo.com,,List import
10782498,Inactive Investor,Shara Barr,Financial Advisor,"Wells Fargo Clearing Services, LLC Ithaca NY 2430 N Triphammer Rd",shara.barr@wellsfargoadvisors.com,,Salesforce
11025935,Inactive Investor,Michael Victoria,,NYLIFE Securities LLC Belmar NJ 1963 State Rte 34,mmvictoria@ft.newyorklife.com,,Salesforce
11175062,Inactive Investor,Barbara Mikulski,,Morgan Stanley Coral Springs FL 2825 N University Dr,barbara.kantor@morganstanley.com,,Salesforce
10842264,Inactive Investor,Adam Krieger,Financial Advisor,Edward Jones Chesterfield MO 16090 Swingley Ridge Rd,adam.krieger@edwardjones.com,,Salesforce
11180798,Inactive Investor,Edward Jefferys,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairfield NJ 700 Us Hwy 46",ed.jefferys@wellsfargoadvisors.com,,Salesforce
11050443,Inactive Investor,Pamela Otten,Chief Executive Officer;Investment Advisor Representative;Wealth Advisor,Pamela Otten LLC,pam@pamelaotten.com,,Salesforce
10761832,Inactive Investor,Miguel Perez,Executive Director,Morgan Stanley New York NY 55 E 52nd St,miguel.perez@morganstanley.com,,Salesforce
10866298,Inactive Investor,Erika D'Atri,Senior Regional Risk Manager,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",erika.c.datri@ampf.com,,Salesforce
10933916,Inactive Investor,Alexander Kubiak,,Cetera Financial Specialists LLC Orland Park IL 14548 John Humphrey Dr,,,Salesforce
11122489,Inactive Investor,Paul Gugino,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
9542746,,David Shnapek,,,dshnapek@sageviewadvisory.com,,List import
9573127,,Timothy Lorden,,,tjlorden18@gmail.com,,List import
349986,,Michael Brodie,Regional Vice President,"Advisors Capital Management, LLC",mike.brodie@advisorscenter.com,201-447-3400,
11007963,Inactive Investor,Francis Loughran,Assistant Vice President;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",,,Salesforce
10762062,Inactive Investor,Natalie Lambrecht,Senior Wealth Strategy Associate,UBS Financial Services Inc. Kansas City MO 700 W 47th St,natalie.lambrecht@ubs.com,,Salesforce
10878075,Inactive Investor,Vannie Andolino,Client Service Associate,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,,,Salesforce
9610216,,Nimish Dalal,,,nimish.s.dalal@gmail.com,,List import
9616449,,Mason Lau,,,70356185@qq.com,,List import
10891883,Inactive Investor,Brandon Ritchie,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",brandon.ritchie@ml.com,,Salesforce
11012364,Inactive Investor,Darin Swick,,Thrivent Investment Management Inc. Englewood CO 9250 E Costilla Ave,darin.swick@thrivent.com,,Salesforce
9564329,,John Todaro,,,john@tradeblock.com,,List import
10860511,Inactive Investor,Joseph Rowe,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Ellenton FL 7216 US Hwy 301 N",joseph.a.rowe@ampf.com,,Salesforce
9571763,,Gil Maor,,,gmaor@paloma.com,,List import
11002568,Inactive Investor,Racquel Mayner,,PFS Investments Inc. Virginia Beach VA 780 Lynnhaven Pkwy,rmayner@primerica.com,,Salesforce
10919321,Inactive Investor,John O'Donnell,Registered Client Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",jake.odonnell@rbc.com,,Salesforce
219665,,mohsen arjmandi,,[Unknown],mohsen.arjmandi@gmail.com,,source
11168041,Inactive Investor,Louis Fries,Vice President,"Capital Portfolio Management, Inc.",lfries@cpminvestments.com,,Salesforce
9564690,,Doug Tees,,,doug@jasonhowell.com,,List import
10829635,Inactive Investor,Richard Aguiar,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,richard.aguiar@jpmorgan.com,,Salesforce
9637956,,Fadi Bousamra,,,fadi.bousamra@nashville.gov,,List import
11153613,Inactive Investor,Michelle Redden,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10831623,Inactive Investor,Mae Morgan,Chief Financial Officer;Principal,The London Company of Virginia,mdebruin@tlcadvisory.com,,Salesforce
10983592,Inactive Investor,Daniel Scholsky,,LPL Financial LLC,daniel.scholsky@lpl.com,,Salesforce
11189740,Inactive Investor,Ana Morfe-Behan,,"Allstate Financial Services, LLC Fairfield CT 173 Post Rd",anamorfe-behan@allstate.com,,Salesforce
10978420,Inactive Investor,Mark Jagow,Principal,LPL Financial LLC Roseville CA Private Residence,,,Salesforce
10821290,Inactive Investor,Barbara Harding,,"Avantax Investment Services, Inc. Gillett PA Private Residence",,,Salesforce
11051537,Inactive Investor,Daniel Messeca,Founder;Managing Member;Principal,Craftwork Capital LLC,daniel@craftworkcapitalllc.com,,Salesforce
11071708,Inactive Investor,Rollin Schuster,,"Kestra Investment Services, LLC West Hartford CT 29 S Main St",rschuster@nfp.com,,Salesforce
10874159,Inactive Investor,Matthew Trefethen,,"Cambridge Investment Research, Inc. Indianapolis IN 121 Monument Cir",,,Salesforce
9578767,,Neil Shapiro,,,nshapiro@gfcap.com,,List import
11117919,Inactive Investor,Max Shapiro,Financial Advisor,"Osaic Wealth, Inc. Warwick RI 935 Jefferson Blvd",,,Salesforce
11228770,Inactive Investor,Elizabeth Hunter,,J.P. Morgan Securities LLC Massapequa NY 1090 Hicksville Rd,elizabeth.hunter@jpmorgan.com,,Salesforce
10779049,Inactive Investor,William Nichols,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,william.nichols@morganstanley.com,,Salesforce
10817260,Inactive Investor,Traci Bumpus,Private Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",traci.bumpus@ml.com,,Salesforce
11112741,Inactive Investor,David Carlock,,"Kestra Investment Services, LLC San Antonio TX 14607 San Pedro Ave",,,Salesforce
9562043,,Eric Livshits,,,ericlivshits@gmail.com,,List import
10834029,Inactive Investor,Andrew Meade,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",andrew.meade@ml.com,,Salesforce
9640547,,John Haggerty,,,jhaggerty@meketagroup.com,,List import
11200345,Inactive Investor,Greg Osby,,"BFC Planning, Inc. Urbandale IA 2400 86th St",,,Salesforce
11055434,Inactive Investor,Cleon Cato,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",cleon.cato@wellsfargoadvisors.com,,Salesforce
11098959,Inactive Investor,Brian Botto,,"Raymond James Financial Services, Inc. Germantown TN 6815 Poplar Ave",brian.botto@raymondjames.com,,Salesforce
11099606,Inactive Investor,Mark Gustafson,Chief Investment Officer;Client Advisor - Investments;Managing Director,"The Caprock Group, LLC",mark@thecaprockgroup.com,,Salesforce
11027334,Inactive Investor,Leah Eller,,Snowden Account Services LLC San Antonio TX 4630 N Loop 1604 W,leller@snowdenlane.com,,Salesforce
156875,,Peter McNeill,,[Unknown],pete_mcneill@hotmail.com,,Paid Social
9624588,,Amanda Clarke,,,heyimgod@hotmail.com,,List import
11070780,Inactive Investor,Alejandro Rodriguez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10815750,Inactive Investor,Lisa Oviatt,Senior Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",lisa.oviatt@wellsfargoadvisors.com,,Salesforce
11089465,Inactive Investor,Matthew Krajniak,Financial Professional,LPL Financial LLC Geneva IL 22 Crissey Ave,matt.krajniak@lpl.com,,Salesforce
9612161,,Sridhar Kancharla,,,sk171@ntrs.com,,List import
9646642,,Lakena Cherise,,,lakena.belcher@ml.com,,List import
10913413,Inactive Investor,Kristopher Morrow,Wealth Advisor,LPL Financial LLC Englewood CO 66 Inverness Ln E,,,Salesforce
11064920,Inactive Investor,Eduardo Torres,,J.P. Morgan Securities LLC Santa Rosa CA 760 Stony Point Rd,eduardo.torres@chase.com,,Salesforce
11187147,Inactive Investor,Jason Seldomridge,,"Cambridge Investment Research, Inc. Des Plaines IL 2800 S River Rd",,,Salesforce
1001669,Inactive Investor,Jamie McJunkin,Founder and General Partner,Madrone Capital Partners,jamie@madronecap.com, +1 650 854 8300,
10778824,Inactive Investor,Jonathan Bolter,Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,jonathan.bolter@ubs.com,,Salesforce
67814,,Hlodze Prince,,Ghana,kwakuedemhlodzeprince@gmail.com,,
10851034,Inactive Investor,John Crowell,,"Allstate Financial Services, LLC Jacksonville FL 11516 San Jose Blvd",,,Salesforce
337809,,Karen Bezar,Managing Partner,"Thrive Capital Management, Llc",karen.bezar@thrivefinancialservices.com,800-516-5861,Manual List Upload
9646959,,Nicole Adrienne,,,nicole.milone@lpl.com,,List import
10998449,Inactive Investor,Amber Bletscher,,"IFP Securities, LLC Sabetha KS 821 Main St",,,Salesforce
11107913,Inactive Investor,Bailey Landrum,,"Robinhood Financial, LLC",bailey@robinhood.com,,Salesforce
10843788,Inactive Investor,Joshua Strittmatter,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member,"SWMG, LLC Arlington TX 2000 E Lamar Blvd",clientservice@strittmatterwealth.com,,Salesforce
218617,,Jpaul Johnson,,[Unknown],jpaul17201@gmail.com,,
10766065,Inactive Investor,Daniel Griesmeyer,Executive Financial Services Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Jericho NY 2 Jericho Plz,daniel.griesmeyer@morganstanley.com,,Salesforce
11118880,Inactive Investor,William Vigor,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",william.vigor@tiaa-cref.org,,Salesforce
11190376,Inactive Investor,Andrew Leraas,,Thrivent Investment Management Inc. Minot ND 2201 36th Ave SW,,,Salesforce
9551532,,Avra Cohn,,,avra.cohn@securitiesamerica.com,,List import
10972368,Inactive Investor,Gene Agnis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,gene_agnis@vanguard.com,,Salesforce
11040867,Inactive Investor,Keith Boeve,,State Farm VP Management Corp. Saint James MN 615 2nd Ave S,,,Salesforce
10918962,Inactive Investor,Dustin Christopherson,,"Osaic Wealth, Inc. Chanhassen MN 7955 Stone Creek Dr",,,Salesforce
11201949,Inactive Investor,John Carleo,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,john.carleo@primerica.com,,Salesforce
10612165,,Jay Durante,Financial Advisor,,jay.durante@edwardjones.com,,List Import
10783226,Inactive Investor,Richard Romano,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",richard.romano@nm.com,,Salesforce
9608532,,Jay Capoccia,,,john.capoccia22@gmail.com,,List import
10635699,,wang zaun,,,naomimyanmar12345@gmail.com,,Web Form Fillout
11057100,Inactive Investor,Sheena Terry,,J.P. Morgan Securities LLC Boulder CO 6300 Gunpark Dr,sheena.terry@jpmorgan.com,,Salesforce
11024317,Inactive Investor,Mark Laroe,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",mark.laroe@bofa.com,,Salesforce
10825396,Inactive Investor,Alan Chandler,,"CFD Investments, Inc. Sherrill NY 475 Sherrill Rd",,,Salesforce
11042453,Inactive Investor,Daniel Silguero,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",daniel.silguero@frostbank.com,,Salesforce
123241,,Amy Cadwell,,"Cwm, Llc",acadwell@carsoninstitutional.com,,
10772262,Inactive Investor,Frank Kallman,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",frank.a.kallman1@wellsfargoadvisors.com,,Salesforce
10987042,Inactive Investor,Christopher Leivermann,Investment Advisor,Tradition Wealth Management LLC,chris.leivermann@traditionwealth.com,,Salesforce
9550440,,Patrick Cleary,,,pat@alphaarchitect.com,,List import
373685,,? ??,,[Unknown],zzanggooi0711@naver.com,,source
10951027,Inactive Investor,Sophia Woo,,"Allstate Financial Services, LLC San Marino CA 1012 Huntington Dr",sophiawoo@allstate.com,,Salesforce
9647719,,Katie Fries,,,katherine.fries@usbank.com,,List import
10776002,Inactive Investor,Kathleen Flynn,Financial Advisor,Morgan Stanley Melville NY 58 S Service Rd,kathleen.flynn@morganstanley.com,,Salesforce
11007751,Inactive Investor,Jack Chartier,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",jack.chartier@equitable.com,,Salesforce
346169,,Stacy Harris,Executive Assistant,"Palladium Equity Partners Advisor, Llc",sharris@palladiumequity.com,212-218-5150,Manual List Upload
10839993,Inactive Investor,Alejandro Triana,Vice President - Investments,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",alejandro.triana@alexbrown.com,,Salesforce
10862925,Inactive Investor,John Papa,,Cetera Financial Specialists LLC Longwood FL 370 Crown Oak Centre Dr,john.papa@ceterafs.com,,Salesforce
11210451,Inactive Investor,William Dixon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",william.r.dixon@ml.com,,Salesforce
11051737,Inactive Investor,Paul Gregory,Financial Advisor,LPL Financial LLC Virginia Beach VA Private Residence,paul.d.gregory@lpl.com,,Salesforce
10961002,Inactive Investor,Roselyn Espino,,"Wells Fargo Clearing Services, LLC West Palm Beach FL 4300 Forest Hill Blvd",,,Salesforce
168051,,John Hurban,,[Unknown],hurbanesq@gmail.com,,
35114,,Vicky Deshazier,Financial Advisor,"MML Investors Services, LLC",vdeshazier@financialguide.com,630-441-1000,
116917,,Ammon Andelin,"Financial Advisor, Financial Services Professional","MML Investors Services, LLC",ammonandelin@financialguide.com,208-724-2291,
9568371,,Tom Y,,,tom.s.yi927@gmail.com,,List import
11193900,Inactive Investor,William McKee,Executive Director;Family Wealth Director;Financial Advisor;Lending Specialist,Morgan Stanley New York NY 55 E 52nd St,will.mckee@morganstanley.com,,Salesforce
9570257,,SURAJ PANCHAL,,,surajpanchal93@outlook.com,,List import
10935920,Inactive Investor,Victor Simon,Wealth Counsel,Founders Financial Securities LLC Severna Park MD 540 Ritchie Hwy,,,Salesforce
9626292,,Sankha Sing,,,singsankha111q@gmail.com,,List import
10976253,Inactive Investor,Thomas Hall,,Fidelity Brokerage Services LLC,,,Salesforce
10936527,Inactive Investor,Ronald Thompson,,LPL Financial LLC Macomb MI 20381 Hall Rd,,,Salesforce
10809560,Inactive Investor,Charles Consentino,Owner;President,NestEgg Financial,,,Salesforce
10995925,Inactive Investor,Jeffrey Edwards,Financial Advisor,"Cornerstone Wealth Management, LLC Yukon OK 809 S Mustang Rd",,,Salesforce
9640979,,Kevin mcgoff,,,kmcgoff816@aol.com,,List import
11083400,Inactive Investor,Brandon Smith,Financial Advisor,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",brandon.smith@nm.com,,Salesforce
11161060,Inactive Investor,Sidney Weinstock,Financial Services Professional,"MML Investors Services, LLC Brooklyn NY 122 Ashland Pl",sweinstock@financialguide.com,,Salesforce
10923201,Inactive Investor,Alexander Rossi,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",ajrossi@firstcommand.com,,Salesforce
9570579,,YUEN TUCK LOH,,,ytloh@me.com,,List import
11238356,Inactive Investor,Michael Malone,,"Sageview Advisory Group, LLC",mmalone@sageviewadvisory.com,,Salesforce
9582954,,Cheryl Brown,,,cheryl.brown@sunbeltsecurities.com,,List import
11131659,Inactive Investor,Jose Marval Macias,,PFS Investments Inc. Miami FL 7955 NW 12th St,jmarval@primerica.com,,Salesforce
9557962,,cc chan,,,update-biz@outlook.com,,List import
372804,,Eric Miller,,United States,rem007@reagan.com,,source
337891,,Richard Farrington,"Director, Portfolio Manager",Holowesko Partners Ltd.,rfarrington@holoweskofunds.com,242-362-7800,Manual List Upload
10943371,Inactive Investor,Franco La Marca,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",,,Salesforce
11196131,Inactive Investor,Cameron Goodling,,LPL Financial LLC York PA 220 Saint Charles Way,cameron.goodling@lpl.com,,Salesforce
10978724,Inactive Investor,Khalil Morgan,Wealth Management Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",khalil.morgan@tiaa.org,,Salesforce
10870682,Inactive Investor,Randal Egan,Financial Advisor,Edward Jones Santa Fe NM 7 Avenida Vista Grande,randy.egan@edwardjones.com,,Salesforce
10725780,,Selvi Yanti,,,selviyanti15021990@gmail.com,,Web Form Fillout
10931619,Inactive Investor,Ryan Reeves,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",ryan.y.reeves@nm.com,,Salesforce
9542510,,GARY NEWLIN,,,newlin@mgstover.com,,List import
10767190,Inactive Investor,Shanna Webb,,Morgan Stanley Boise ID 101 S Capitol Blvd,shanna.webb@morganstanley.com,,Salesforce
11035116,Inactive Investor,Kyle Coulson,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",kyle.coulson@nm.com,,Salesforce
10807218,Inactive Investor,Mary Bennett,Financial Advisor,Edward Jones Wytheville VA 148 W Main St,maryann.bennett@edwardjones.com,,Salesforce
9547747,,Brian Schiazzano,,,bschiazzano@seia.com,,List import
11044411,Inactive Investor,Eli Tabaria,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",eli.tabaria@stifel.com,,Salesforce
9586677,,Bronwyn Eckhardt,,,bronwyn.eckhardt@tudor.com,,List import
10953938,Inactive Investor,JoAnn Schwent,Associate,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,joann.schwent@edwardjones.com,,Salesforce
10769406,Inactive Investor,Victoria Downey,,"Wells Fargo Clearing Services, LLC Palmetto FL 510 7th St W",,,Salesforce
10815197,Inactive Investor,Brandon Lewis,,"Wells Fargo Clearing Services, LLC Hudson FL 8994 State Road 52",brandon.s.lewis@wellsfargo.com,,Salesforce
227501,, -,,[[Unknown]],sunielwadhwa42@gmail.com,,
1004426,Inactive Investor,Al Muzaurieta,,Al Muzaurieta,al@goodappledigital.com,,Direct
10817364,Inactive Investor,Alan Nadolna,,"LaSalle St Securities, L.L.C. Kenilworth IL 600 Green Bay Rd",anadolna@lasallest.com,,Salesforce
10891950,Inactive Investor,Merle Bickford,Financial Advisor,Edward Jones Austin TX 13809 N Hwy 183,merle.bickford@edwardjones.com,,Salesforce
11188614,Inactive Investor,Levon Hasserjian,Private Client Advisor,J.P. Morgan Securities LLC Granada Hills CA 11160 Balboa Blvd,levon.m.hasserjian@jpmorgan.com,,Salesforce
10843635,Inactive Investor,Amy Boyd,Chief Compliance Officer;Founder;Managing Member;Principal,Ventana Private Wealth LLC,amy.boyd@ventanaprivatewealth.com,,Salesforce
9645339,,R C,,,bobchan@protonmail.com,,List import
9557898,,Darren Kane,,,darren.kane@missioncriticalservices.com,,List import
10766082,Inactive Investor,Lucy Hardy,Wealth Management Associate,Morgan Stanley El Segundo CA 2141 Rosecrans Ave,lucy.hardy@morganstanleypwm.com,,Salesforce
11184890,Inactive Investor,Rachel Bennett,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 1 Whiting St",rachel.bennett@ml.com,,Salesforce
10780682,Inactive Investor,John Showalter,Investment Advisor Representative,"Concourse Financial Group Securities, Inc. Waynesboro VA 201 Osage Ln",john.showalter@concoursefinancial.com,,Salesforce
10796163,Inactive Investor,Jessica Norris,First Vice President - Investments,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",jessica.norris@raymondjames.com,,Salesforce
10783027,Inactive Investor,Juan Molina,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
10895520,Inactive Investor,Robert Weisman,,"Parkland Securities, LLC Baltimore MD 1425 Patapsco St",rweisman@parklandrep.com,,Salesforce
10914047,Inactive Investor,Ruixin Ding,,Morgan Stanley Austin TX 301 Congress Ave,,,Salesforce
9628722,,Albert RIOS,,,sfft1@yahoo.com,,List import
10488359,,Bryan Olson,Manager,Peridot Asset Management LLC,solson@peridotusa.com,,List Import
11008864,Inactive Investor,Michael Kozara,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",michael.kozara@prudential.com,,Salesforce
11100316,Inactive Investor,Steven Wagner,Executive Director;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,steven.wagner@ubs.com,,Salesforce
10801061,Inactive Investor,Robert Williams,Chief Investment Strategist;Executive Committee Member;Managing Partner,Sage Advisory Services Ltd Co,,,Salesforce
11101966,Inactive Investor,Nicholas Beckham,Financial Advisor,Edward Jones Fort Smith AR 2700 S Zero St,nicholas.beckham@edwardjones.com,,Salesforce
9614107,,Mike Marion,,,mjmarion@lasd.org,,List import
11112554,Inactive Investor,Scott Dorminy,,"Farmers Financial Solutions, LLC Russellville AR 2300 W Main St",,,Salesforce
11128689,Inactive Investor,Amy Aadalen,Financial Advisor;Portfolio Manager;Senior Vice President - Fixed Income Sales,Morgan Stanley Minneapolis MN 225 S 6th St,amy.w.aadalen@morganstanley.com,,Salesforce
10938110,Inactive Investor,Melissa Clary,,"Cambridge Investment Research, Inc. Fort Collins CO 515 S Howes St",,,Salesforce
10762848,Inactive Investor,Violeta Motorozesku,,Morgan Stanley New York NY 55 E 52nd St,violeta.motorozesku@morganstanley.com,,Salesforce
22,,,,,JoeWhite15874@mail.ru,,
10829323,Inactive Investor,Patricia Szucs,,"RBC Capital Markets, LLC",,,Salesforce
10659145,,Michelle Derkowski,,,michelle.derkowski@morganstanley.com,,List Import
10936321,Inactive Investor,Adam Byrd,,"Wells Fargo Clearing Services, LLC Henrico VA 10821 Ridgefield Pkwy",,,Salesforce
11116608,Inactive Investor,Joseph Brancaleone,Financial Planner,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",joseph.brancaleone@prudential.com,,Salesforce
11105154,Inactive Investor,Matthew Sitarski,Financial Advisor,"Raymond James & Associates, Inc. Ann Arbor MI 350 S Main St",matthew.sitarski@raymondjames.com,,Salesforce
9645623,,Jorge Aranda,,,jorgearandarodriguez@gmail.com,,List import
342786,,Jonathan Khong,Partner,Portsea Asset Management Llp,jonathan.khong@portsea-asset.com, -74961876,Manual List Upload
11192672,Inactive Investor,Jon Monk,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1100 E 6600 S",jon_monk@ml.com,,Salesforce
10880758,Inactive Investor,Daniel Letbetter,Financial Advisor,Edward Jones Wentzville MO 853 Medical Dr,daniel.letbetter@edwardjones.com,,Salesforce
9561859,,Craig Perkins,,,cperkins@latitudefinancial.net,,List import
10967774,Inactive Investor,Tyler Blake,Private Client Advisor,J.P. Morgan Securities LLC Sewickley PA 431 Broad St,tyler.blake@jpmorgan.com,,Salesforce
10645812,,Mitchell Stern,,,mstern@dresnerco.com,,List Import
9577502,,Janet Person,,,janlperson@gmail.com,,List import
11111129,Inactive Investor,Patricia Yeager,Regulatory Contact;Wealth Management Advisor,"Proquility Private Wealth Partners, LLC",pattyy@proquility.com,,Salesforce
11124026,Inactive Investor,Tuan Nguyen,,Huntleigh Securities Corporation Houston TX 1800 West Loop S,tnguyen@hntlgh.com,,Salesforce
11069371,Inactive Investor,Allton Willis,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,allton.willis@fidelity.com,,Salesforce
9641909,,Brian Kelly,,,brian.kelly1911@gmail.com,,List import
11086627,Inactive Investor,Lawrence Macierowski,,"Raymond James Financial Services, Inc. Basking Ridge NJ 180 Mount Airy Rd",lawrence.macierowski@raymondjames.com,,Salesforce
11047401,Inactive Investor,Alaric Craig,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,alaric.craig@jpmorgan.com,,Salesforce
10971402,Inactive Investor,Vikky Woo,,J.P. Morgan Securities LLC New York NY 221 Canal St,vikky.woo@jpmorgan.com,,Salesforce
10969373,Inactive Investor,Rozaena Naim,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,rnaim@primerica.com,,Salesforce
232184,, -,,[[Unknown]],male013@gmail.com,,
10965278,Inactive Investor,Benjamin Charney,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Monica CA 826 Wilshire Blvd",,,Salesforce
224932,,Eleena Charlotte,,[Unknown],eleenacharlotte@gmail.com,,
11208880,Inactive Investor,Bradley Dewerd,,"Osaic Wealth, Inc. Rochester MN 1530 Greenview Dr SW",bdewerd@osaicwealth.com,,Salesforce
11119160,Inactive Investor,John Dolan,,"Centaurus Financial, Inc.",jdolan@cfiemail.com,,Salesforce
10936770,Inactive Investor,Jonathan Donfeld,,"The Leaders Group, Inc.",,,Salesforce
10821940,Inactive Investor,Derek Sobota,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 3038 Jeremiah Ln NW",derek.sobota@ampf.com,,Salesforce
10893382,Inactive Investor,Cortney Molino,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,cortney_molino@vanguard.com,,Salesforce
11074748,Inactive Investor,Mallory Mccurry,,Edward Jones Newnan GA 65 Oak Hill Blvd,mallory.mccurry@edwardjones.com,,Salesforce
333100,,John Micklitsch,Chief Investment Officer,Ancora Advisors Llc,johnmick@ancora.net,216-825-4000,Manual List Upload
11036833,Inactive Investor,Richard Wien,,"The Leaders Group, Inc.",,,Salesforce
10872778,Inactive Investor,Michael Young,Financial Advisor,LPL Financial LLC Iowa City IA 219 N Linn St,mike.l.young@lpl.com,,Salesforce
11049028,Inactive Investor,James Hunt,,"APW Capital, Inc. Bridgewater NJ 1200 US Hwy 22",,,Salesforce
11071660,Inactive Investor,Russell Keller,,Cary Street Partners Glen Allen VA 4401 Waterfront Dr,rea.keller@carystreetpartners.com,,Salesforce
11001849,Inactive Investor,Bryan Molinar,Chief Compliance Officer;Financial Advisor;Member;Partner;Wealth Advisor,Atlas Legacy Advisors LLC,,,Salesforce
10833237,Inactive Investor,Samuel Davis,,Park Avenue Securities LLC Mobile AL 1110 Montlimar Dr,sam_a_davis@glic.com,,Salesforce
10783430,Inactive Investor,Denise Santoni,Client Associate;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",denise.moumene@ml.com,,Salesforce
10940615,Inactive Investor,Jason Skolnik,,LPL Financial LLC Little Silver NJ 200 White Rd,jason.skolnik@lpl.com,,Salesforce
11030703,Inactive Investor,Jose Sandoval Perez,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",jsperez@firstcommand.com,,Salesforce
11104837,Inactive Investor,Aaron Samuels,Financial Consultant,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",aaron.samuels@equitable.com,,Salesforce
11069931,Inactive Investor,Heidi Peterson,Investment Manager,Portland Global Advisors LLC,heidi@portlandglobal.com,,Salesforce
9561007,,William Rakotomanga,,,william.rakotomanga@gmail.com,,List import
11136236,Inactive Investor,Elizabeth Clark,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10777999,Inactive Investor,Daniel Williams,Managing Director,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11233449,Inactive Investor,Michael Shutt,,"Osaic FA, Inc.",michael.shutt@lfg.com,,Salesforce
10913747,Inactive Investor,Matthew Lamarre,Senior Financial Advisor,Caitlin John Brighton MI 10192 Grand River Rd,,,Salesforce
11097897,Inactive Investor,Donald Rosalez,Financial Advisor,"Independent Wealth Network, Inc. Flagstaff AZ 121 E Birch Ave",,,Salesforce
10615492,,Julie Love,"Family Wealth Director, Financial Advisor",,julie.l.love@morganstanley.com,,List Import
11047348,Inactive Investor,William Glasson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11208110,Inactive Investor,Matthew McCoy,,Sowell Management Chattanooga TN 3077 Broad St,,,Salesforce
225847,, -,,[[Unknown]],doninnvutt@gmail.com,,Initial Salesforce Import
8481114,,daniel tedesco,,morgan stanley,daniel.tedesco@ms.com,(212) 903-7650,List Import
9647285,,Greg Murphy,,,gamurph23@gmail.com,,List import
10933134,Inactive Investor,David Marks,,"Osaic Institutions, Inc. Newark NJ 500 Bloomfield Ave",,,Salesforce
11024839,Inactive Investor,Brent Burke,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",brent.burke@nm.com,,Salesforce
35466,,Rebecca Milord,,"Transamerica Financial Advisors, Inc",rebecca.milord@transamerica.com,513-843-4565,
10982453,Inactive Investor,Erin Greve,,"Raymond James Financial Services, Inc. Lincoln NE 2935 Pine Lake Rd",erin.greve@raymondjames.com,,Salesforce
9623688,,bala kasi,,,balachander.kasi@gmail.com,,List import
10885460,Inactive Investor,Samantha Setzekorn,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10883665,Inactive Investor,Maria Pace,Financial Advisor,Edward Jones Uniontown OH 3575 Forest Lake Dr,maria.pace@edwardjones.com,,Salesforce
10917114,Inactive Investor,Patrick Geary,,"Osaic Wealth, Inc. Erie PA 3910 Caughey Rd",,,Salesforce
10877507,Inactive Investor,Kevin Farladansky,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",kevin.farladansky@ml.com,,Salesforce
10926927,Inactive Investor,Jonathan Shirley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jonathan.shirley@fmr.com,,Salesforce
9564179,,Youb Loukil,,,youb.invest@icloud.com,,List import
11046619,Inactive Investor,Christina Mclaughlin,Private Wealth Advisor,"Synovus Securities, Inc. Jacksonville FL 7768 Ozark Dr",christinamclaughlin@synovus.com,,Salesforce
9600457,,Mark Seaman,,,seaman@tirllc.com,,List import
10897829,Inactive Investor,Sebastiana Lathan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
563,,,,,helmutkohl@tiscali.it,,
11018994,Inactive Investor,Douglas Mayo,,"Raymond James Financial Services, Inc. Bloomington IN 824 S Auto Mall Rd",douglas.mayo@raymondjames.com,,Salesforce
10802328,Inactive Investor,James Mosteller,Chief Compliance Officer;Investment Advisor;President,"Liberty Asset Management, Inc.",jim@libertyassetmgt.com,,Salesforce
7106346,,dsgtg sfre,,,xonarar297@rolenot.com,,Web Form Fillout
11236760,Inactive Investor,Theodore Haggerty,Financial Representative,Catalyst Wealth Management LLC,theodore@catalystfg.com,,Salesforce
10875965,Inactive Investor,Corey Tiller,Managing Director,Rockefeller Financial LLC Wellington FL 12012 South Shore Blvd,ctiller@rockco.com,,Salesforce
10828654,Inactive Investor,Sean Patrick Clemmons,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10990481,Inactive Investor,Daniel King,,"Raymond James Financial Services, Inc. San Antonio TX 4456 Lockhill Selma Rd",,,Salesforce
11187155,Inactive Investor,Leah Theorin,,"Cambridge Investment Research, Inc. Rosemount MN 14670 S Robert Trl",,,Salesforce
11165878,Inactive Investor,Evan Meyer,,LPL Financial LLC Parker CO 19751 E Mainstreet,evan.meyer@lpl.com,,Salesforce
1005039,Inactive Investor,Keith Bernard,,Keith Bernard,kbernard@rockco.com,,
10775401,Inactive Investor,Ronald Keller,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",ronald.keller@ml.com,,Salesforce
11158134,Inactive Investor,Luis Sarmiento,Financial Consultant;Investment Advisor,"Charles Schwab & Co., Inc. Flemington NJ 318 US Hwy 202",luis.sarmiento@schwab.com,,Salesforce
11056005,Inactive Investor,James Hyde,Financial Advisor,PNC Investments Huntsville AL 4806 Whitesburg Dr SW,james.hyde@pnc.com,,Salesforce
11128458,Inactive Investor,Clifford Wilson,Financial Advisor,"Osaic Wealth, Inc. Fresno CA 8497 N Millbrook Ave",,,Salesforce
9628827,,Wilfrid -,,,wmicholt@gmail.com,,List import
11147459,Inactive Investor,Pete Baldwin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,pete.baldwin@fidelity.com,,Salesforce
11011076,Inactive Investor,Justin Thomforde,,"FBL Marketing Services, LLC Saint Paul MN 3080 Eagandale Pl",justin.thomforde@fblfinancial.com,,Salesforce
10903759,Inactive Investor,Matthew Ragone,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",matthew.ragone@ml.com,,Salesforce
11189634,Inactive Investor,John Foster,Complex Manager,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",clifford.foster@raymondjames.com,,Salesforce
11238440,Inactive Investor,Dave Peck,,Traynor Capital Management,dave@traynorcapitalmanagement.com,,Salesforce
9603688,,Jeremiah Rajakumar,,,jjayakaran@gmail.com,,List import
11022496,Inactive Investor,Kelsey Bejar,,"Osaic Wealth, Inc. Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
10987283,Inactive Investor,Krystal Phy,,PFS Investments Inc. Kent WA 18000 72nd Ave S,kphy@primerica.com,,Salesforce
9632791,,Rakhman Salmanov,,,arsalman777@gmail.com,,List import
232876,,Randy Bright -,,Randy Bright [[Unknown]],randybright@rocketmail.com,,Direct
11106968,Inactive Investor,Camden Miracle,Director - Financial Planning,"Spectrum Financial Alliance, Ltd., L.L.C.",cmiracle@spectrumalliance.com,,Salesforce
11140930,Inactive Investor,Hanneke Finones,,Edward Jones Burlingame CA 111 Anza Blvd,,,Salesforce
11092407,Inactive Investor,Jeanne Kohs,Senior Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,jkohs@rwbaird.com,,Salesforce
11234805,Inactive Investor,Rachael Decosta,Wealth Advisor,"Sax Wealth Advisors, LLC",rdecosta@saxwa.com,,Salesforce
237835,, -,,[[Unknown]],jacquelinehutchings@protonmail.com,,
10943938,Inactive Investor,Brent Blaus,Financial Advisor,LPL Financial LLC Bellevue OH 211 N Sandusky St,brent.blaus@lpl.com,,Salesforce
11144726,Inactive Investor,Diana Harrison,Chief Compliance Officer;Investment Advisor Representative;President,Financial Investment Team,diana@fi-team.com,,Salesforce
10768457,Inactive Investor,Paul Reinhart,,"BFC Planning, Inc. West Chester OH 8050 Beckett Center Dr",,,Salesforce
11181598,Inactive Investor,Sean Singh,Financial Advisor,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
10856780,Inactive Investor,Michael Huschen,,Country Capital Management Company Roanoke IL 324 N Main St,michael.huschen@countryfinancial.com,,Salesforce
11136019,Inactive Investor,Krassimir Nikolov,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9620440,,Stanley Wei,,,swei@cgf.com,,List import
11254307,Inactive Investor,Karl Wajda,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11228839,Inactive Investor,Wei Ye,,J.P. Morgan Securities LLC Arcadia CA 700 W Huntington Dr,wei.ye@jpmorgan.com,,Salesforce
71549,,Mendim Klimenta,,Germany,klimenta.mendim@gmail.com,,
11088381,Inactive Investor,Tycen Brock,Financial Advisor,Edward Jones Owensboro KY 2107 Frederica St,tycen.brock@edwardjones.com,,Salesforce
11205939,Inactive Investor,Michele Devine,,"Raymond James Financial Services, Inc. Garden City NY 100 Quentin Roosevelt Blvd",michele.devine@raymondjames.com,,Salesforce
10962755,Inactive Investor,Jessica Catalan,Wealth Advisor,LPL Financial LLC Scottsdale AZ 14362 N Frank Lloyd Wright Blvd,jessica.catalan@lpl.com,,Salesforce
10834163,Inactive Investor,Timothy McGraw,Financial Advisor,"Ameriprise Financial Services, LLC Warwick RI 117 Metro Center Blvd",timothy.m.mcgraw@ampf.com,,Salesforce
11230943,Inactive Investor,Scott Kamin,,Vanguard Marketing Corporation,scott_kamin@vanguard.com,,Salesforce
321665,,Krystian Cieplucha,,ARIS,kcieplucha@alliantcreditunion.com,,Manual List Upload
11069598,Inactive Investor,Christopher Walters,Managing Director;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11046369,Inactive Investor,Clement Ballas,Managing Director,"Turtle Bay Group, Inc.",cballas@theturtlebaygroup.com,,Salesforce
10985481,Inactive Investor,Jordan Radermacher,,J.P. Morgan Securities LLC Phoenix AZ 15635 S Desert Foothills Pkwy,jordan.radermacher@jpmorgan.com,,Salesforce
11081789,Inactive Investor,Christopher Zerbst,Director;Wealth Advisor,Citigroup Global Markets Inc. Evanston IL 817 Church St,christopher.f.zerbst@citi.com,,Salesforce
11260184,Inactive Investor,Frank Lusebrink,Financial Advisor,&Partners Jackson MI 100 S Jackson St,,,Salesforce
9627466,,Ana-Maria Petrescu,,,anamaria.petrescu@outlook.com,,List import
11174726,Inactive Investor,Juan Delgadillo,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",juan.delgadillo@schwab.com,,Salesforce
10794868,Inactive Investor,Hyungku Her,Financial Professional,"Equitable Advisors, LLC Saddle Brook NJ 250 Pehle Ave",hyungku.her@equitable.com,,Salesforce
10876782,Inactive Investor,Khalil Jean-Baptiste,,Goldman Sachs & Co.,,,Salesforce
10617673,,Gary Personette,,,gary.personette@wellsfargoadvisors.com,,List Import
11073478,Inactive Investor,Sindy Wylie,,Cetera Investment Services LLC Charlotte NC 5200 77 Center Dr,sindy.wylie@ceterainvestors.com,,Salesforce
9586936,,Jonathan Bomar,,,jbomar@massmutual.com,,List import
11100658,Inactive Investor,Eileen Blackburn,Financial Advisor,LPL Financial LLC Rockville MD 6231 Executive Blvd,eileen.blackburn@lpl.com,,Salesforce
11093691,Inactive Investor,Cecelia Jiampetti,,"Raymond James Financial Services, Inc. Northfield NJ 1555 Zion Rd",cecelia.jiampetti@raymondjames.com,,Salesforce
11095253,Inactive Investor,Jessica Nelson,Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 1000 Chapel View Blvd",jessica.l.nelson@ampf.com,,Salesforce
11063370,Inactive Investor,Ralph Hochuli,,LPL Financial LLC Red Bank NJ 331 Newman Springs Rd,ralph.hochuli@lpl.com,,Salesforce
9563836,,Konner Fraser,,,konner_fraser@live.ca,,List import
10644276,,Michael Keegan,,,michael.keegan@nb.com,,List Import
11198039,Inactive Investor,Joseph Craw,Financial Professional,PlanMember Securities Corporation Frederick MD Private Residence,jcraw@planmembersec.com,,Salesforce
11078128,Inactive Investor,My Moore,,Edward Jones Dublin CA 6601 Dublin Blvd,,,Salesforce
9545664,,Brian Martin,,,martinb@hdvest.com,,List import
11200323,Inactive Investor,Gregory Wilson,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;Owner;Principal,Ortiz World Wealth,,,Salesforce
11140921,Inactive Investor,Stephen Benson,Financial Advisor,Edward Jones Rapid City SD 325 Omaha St,steve.benson@edwardjones.com,,Salesforce
859,,,,,mechagres21@uol.com.br,,
10782554,Inactive Investor,Michael Graf,,Key Investment Services LLC Tacoma WA 2633 N Pearl St,michael_s_graf@kisinvestments.com,,Salesforce
10906493,Inactive Investor,Jolie Boke,,"Raymond James Financial Services, Inc. Edmond OK 301 N Bryant Ave",jolie.boke@raymondjames.com,,Salesforce
10821597,Inactive Investor,David Stoller,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",david.stoller@equitable.com,,Salesforce
10855755,Inactive Investor,Robin Wellings Loftus,Financial Advisor,Edward Jones Fuquay Varina NC 502 Broad St,robin.wellingsloftus@edwardjones.com,,Salesforce
9589103,,Vinnie Gardiner,,,vinnie@vaultdigitalfunds.com,,List import
10930893,Inactive Investor,Jack Arduin,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fort Myers FL 12800 University Dr",jack.arduin@ampf.com,,Salesforce
10809832,Inactive Investor,Jerry Franklin,Financial Advisor;Senior Vice President,Morgan Stanley Spring TX 24 Waterway Ave,jerry.jr.franklin@morganstanley.com,,Salesforce
11128223,Inactive Investor,Graham Irish,Financial Advisor,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,graham.irish@morganstanley.com,,Salesforce
11075690,Inactive Investor,Gaetano Angelilli,,J.P. Morgan Securities LLC Huntley IL 12130 Princeton Dr,gaetano.angelilli@jpmorgan.com,,Salesforce
10971403,Inactive Investor,Robert Weeks,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,rweeks@invictacapitaladvisors.com,,Salesforce
10875774,Inactive Investor,Archie Odom,,"Avantax Investment Services, Inc. Bluffton SC Private Residence",,,Salesforce
2867416,,Ronnie Gustafsson,,,capegu969@gmail.com,,
10958782,Inactive Investor,Elizabeth Guilbeau,,Cetera Financial Specialists LLC Cottonport LA Private Residence,,,Salesforce
9632213,,Laurie Aroch,,,laurie@vivadayspa.com,,List import
10489111,,Brian Seitz,Financial Consultant,LPL Financial LLC Frisco TX 4690 Rock Creek Ln,brian.seitz@lpl.com,,List Import
9565177,,David Guevara,,,dguevara@centurionadv.com,,List import
11029505,Inactive Investor,Barbara Larson,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",barb.c.regan@nm.com,,Salesforce
11032941,Inactive Investor,Jaime Rojasgonzalez,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,jaimerojas@ft.newyorklife.com,,Salesforce
10776139,Inactive Investor,Robert Greenwald,,J.P. Morgan Securities LLC Poughkeepsie NY 285 Main St,robert.b.greenwald@jpmorgan.com,,Salesforce
10786030,Inactive Investor,Dory Rodriguez,Wealth Advisor,HighPoint Planning Partners Oak Park IL Private Residence,dory.rodriguez@hiptpartners.com,,Salesforce
10971290,Inactive Investor,Nikolaos Stathopoulos,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11047875,Inactive Investor,Michael Dayton,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
4035956,,Nevell Michael Echelon Nuvillage Kaleaf Travillion Junior,,,mr.travillion83@gmail.com,,Web Form Fillout
10831593,Inactive Investor,William Small,Financial Consultant,"Equitable Advisors, LLC Hutchinson KS Private Residence",william.small@equitable.com,,Salesforce
230648,, -,,[[Unknown]],loredpo@gmail.com,,
10784163,Inactive Investor,Victor Altadonna,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",,,Salesforce
10488396,,Quentin McCorvey,"Chief Compliance Officer, President",Paradigm Institutional Investors,qmccorvey@paradigmocio.com,,List Import
10842601,Inactive Investor,Richard Everhart,Chief Executive Officer;Owner;President,Everhart Advisors,,,Salesforce
10953252,Inactive Investor,Justin Lowe,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
343086,,Paul Caragher,Manager,Pike Street Capital,pcaragher@pikestreetcapital.com,425-686-3320,Manual List Upload
342876,,Robin Grayek,Senior Practice Manager,Krilogy,rgrayek@krilogy.com,314-884-2800,Manual List Upload
9595360,,Barbara Olson,,,barb.olson@bakertilly.com,,List import
10926752,Inactive Investor,Edward Dubinski,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Fintelect AM, LLC",edubinski@fintelect.com,,Salesforce
9615994,,Mark Menezes,,,chefnickmenezes@gmail.com,,List import
10943807,Inactive Investor,Harrison Durmus,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11125329,Inactive Investor,Kraig Moore,,"Allstate Financial Services, LLC Ogden UT 2319 N 400 E",kraigmoore@allstate.com,,Salesforce
10752971,Inactive Investor,Sayke Reilley,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,sayke.reilley@opco.com,,Salesforce
371261,,David Kaminski,,[Unknown],david050@yahoo.com,,Salesforce
10730497,,Peter Sparks,,,petersparaks20@gmail.com,,Web Form Fillout
11073006,Inactive Investor,Brooke Swope,,J.P. Morgan Securities LLC Saint Louis MO 5805 Chippewa St,brooke.swope@jpmorgan.com,,Salesforce
10972160,Inactive Investor,Andrew Chamberland,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11016831,Inactive Investor,James Tenaglia,Account Vice President;Financial Advisor,UBS Financial Services Inc. Hyannis MA 1471 Iyannough Rd,james.tenaglia@ubs.com,,Salesforce
11037633,Inactive Investor,Chad Hoffmann,,"Next Financial Group, Inc. Hiawatha IA 1661 Boyson Square Dr",,,Salesforce
10779756,Inactive Investor,Gregory Zanolli,Managing Director;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",zanollig@wellsfargo.com,,Salesforce
10778302,Inactive Investor,Brooke Sberna,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,brooke.sberna@morganstanley.com,,Salesforce
10758966,Inactive Investor,Elec Presnell,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",elec.presnell@ml.com,,Salesforce
11120455,Inactive Investor,Heather Mcauliffe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10906521,Inactive Investor,Robert Luxenberg,Chief Investment Officer;Chief Technology Officer,"3 Factor Indexing, LLC Woodside CA 156 Alta Vista Rd",,,Salesforce
10853419,Inactive Investor,Jessie Thomas,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jessie_thomas@vanguard.com,,Salesforce
10606641,,Timothy Poulin,Relationship Manager,"Lord, Abbett & Co. LLC",tpoulin@lordabbett.com,201-827-2269,List Import
10995642,Inactive Investor,Noah Pham,,J.P. Morgan Securities LLC Ambler PA 90 W Butler Ave,,,Salesforce
11038901,Inactive Investor,Gregory Freitag,Financial Professional,LPL Financial LLC Gig Harbor WA 9109 N Harborview Dr,gregory.freitag@lpl.com,,Salesforce
10802729,Inactive Investor,Joan Layburn,Financial Advisor,LPL Financial LLC Aurora CO Private Residence,joan.layburn@lpl.com,,Salesforce
11012706,Inactive Investor,Aaron Jones,Financial Advisor,Edward Jones Enterprise AL 121 S Main St,,,Salesforce
11153156,Inactive Investor,Shawn Kenney,,B. Riley Wealth Management Chapin SC 520 Columbia Ave,shawnkenney@brileywealth.com,,Salesforce
10656484,,Bradley Schaffnit,,,brad.schaffnit@lpl.com,,List Import
11038166,Inactive Investor,Glenda Garcia Diaz,,J.P. Morgan Securities LLC Smyrna TN 491 Potomac Pl,glenda.garcia-diaz@jpmorgan.com,,Salesforce
10930908,Inactive Investor,James Sullivan,,PFS Investments Inc. Collinsville IL 203 W Main St,jsullivan.gbs33@primerica.com,,Salesforce
11141551,Inactive Investor,Langford Keith,,Morgan Stanley Dallas TX 5001 Spring Valley Rd,ford.keith@morganstanley.com,,Salesforce
10805666,Inactive Investor,Donald Campbell,Financial Advisor;Senior Vice President,Morgan Stanley Hilton Head Island SC 600 Main St,donald.p.campbell@morganstanley.com,,Salesforce
11119006,Inactive Investor,Rufus Gruber,,NYLIFE Securities LLC Westlake Village CA 910 Hampshire Rd,rigruber@ft.newyorklife.com,,Salesforce
10848219,Inactive Investor,Jonathan Knox,Financial Advisor,"Hornor, Townsend & Kent, LLC Woodbury NY 100 Crossways Park Dr W",jjknox@htk.com,,Salesforce
11086886,Inactive Investor,Alexander Unis,Client Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,,,Salesforce
9603667,,Pradhith Konduri,,,pradhith.konduri@gmail.com,,List import
11086804,Inactive Investor,Rachel Lawson,,Fidelity Brokerage Services LLC,rachel.lawson@fidelity.com,,Salesforce
128001,,Jaron Gardiner,,Ep Wealth Advisors,jgardiner@epwealth.com,,
10936892,Inactive Investor,John Fragale,,Park Avenue Securities LLC,john_fragale@glic.com,,Salesforce
9570792,,samir kops,,,samir.kops@hsbc.de,,List import
10766753,Inactive Investor,Brendon Terry,Wealth Management Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,brendon.terry@morganstanley.com,,Salesforce
10917630,Inactive Investor,William Moody,,"MML Investors Services, LLC Boston MA 280 Congress St",wmoody@financialguide.com,,Salesforce
9613248,,Douglas Johnston,,,douglas.johnston@nuveen.com,,List import
10863790,Inactive Investor,John Shea,,Fidelity Brokerage Services LLC Cambridge MA 200 Technology Sq,john.shea@fmr.com,,Salesforce
11191092,Inactive Investor,Paul Nickel,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",paul.nickel@raymondjames.com,,Salesforce
9585044,,Matthew Heinz,Investment Advisor,Fisher Investments,m.heinz@fi.com,,List import
1527917,,Albert Bloemhof,,[Unknown],unbank@bloemhof.org.za,,
10967373,Inactive Investor,Yisroel Scharfer,Investment Advisor Representative,LPL Financial LLC Lakewood NJ 713 W Kennedy Blvd,yisroel.scharfer@lpl.com,,Salesforce
11191848,Inactive Investor,Joe Keatley,,"Raymond James Financial Services, Inc. Princeton WV 1 Stafford Cmns",joe.keatley@raymondjames.com,,Salesforce
10803424,Inactive Investor,Fan Chen,,Maxim Group LLC,,,Salesforce
351336,,Christina Bushey,Executive Assistant,"Palladium Equity Partners Advisor, Llc",cbushey@palladiumequity.com,212-218-5150,Manual List Upload
10853788,Inactive Investor,James Llovera,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 3535 Del Mar Heights Rd",james.llovera@ml.com,,Salesforce
10946485,Inactive Investor,Karina Harrison,Wealth Manager,Creative Planning Dallas TX Private Residence,karina.harrison@creativeplanning.com,,Salesforce
10966599,Inactive Investor,Tracie Shafer,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",tracie.shafer@schwab.com,,Salesforce
9594291,,Anuj Singh,,,anuj@qume.onmicrosoft.com,,List import
352629,,Luci Charnas,Associate,Cedar Brook Group,lcharnas@cedarbrookfinancial.com,440-683-9200,Manual List Upload
11033516,Inactive Investor,Rose Pagel,,PFS Investments Inc. Portland TN 124 Main St,rpagel@primerica.com,,Salesforce
10929095,Inactive Investor,Pamela Rodriguez,,"Osaic Wealth, Inc. Los Angeles CA 1925 Century Park E",pamela.rodriguez@osaicwealth.com,,Salesforce
10662084,,William Geiger,,,wgeiger@geigerwealth.com,,List Import
232553,, -,,[[Unknown]],luxuryvintagedealer@gmail.com,,Paid Search
11134249,Inactive Investor,Guy Clayton,Financial Advisor;First Vice President,Morgan Stanley Austin TX 8701 Bee Caves Rd,guy.c.clayton@morganstanley.com,,Salesforce
10487816,,Joanne Galbraith,President,"Carter Advisory Services, Inc",jgalbraith@cascfm.com,,List Import
11130550,Inactive Investor,Virginia Domingo,,PFS Investments Inc. Waipahu HI 94-366 Pupupani St,virginia.domingo@primerica.com,,Salesforce
11238286,Inactive Investor,William Jung,,"Johnson Investment Counsel, Inc.",bjung@johnsoninv.com,,Salesforce
10802013,Inactive Investor,Emily Polito,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",emily.polito@ml.com,,Salesforce
10608184,,banny chen,,,czp@outlook.com,,Web Form Fillout
11232467,Inactive Investor,Brian Santiago Santos,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
10844699,Inactive Investor,Robert Peckham,,"Wells Fargo Clearing Services, LLC Danbury CT 83 Wooster Hts",,,Salesforce
11130710,Inactive Investor,Emily Dearborn,Assistant Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,emily.dearborn@lpl.com,,Salesforce
11040586,Inactive Investor,Ernesto Phelan,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,ernestophelan@primerica.com,,Salesforce
10793153,Inactive Investor,Stephen Dagger,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,stephen.j.dagger@chase.com,,Salesforce
10782659,Inactive Investor,Haydee Delgado,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,haydee.delgado@ubs.com,,Salesforce
10844226,Inactive Investor,Lars Jorgensen,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Thousand Oaks CA 100 E Thousand Oaks Blvd",lars.h.jorgensen@ampf.com,,Salesforce
4240869,,Sharita Cage,,,ashymolami@gmail.com,,Web Form Fillout
10964260,Inactive Investor,Joseph Cronin,,J.P. Morgan Securities LLC Ormond Beach FL 1520 W Granada Blvd,joseph.cronin@chase.com,,Salesforce
11103837,Inactive Investor,Michael Ham,Investment Advisor Representative,LPL Financial LLC Charlotte NC 2315 W Arbors Dr,michael.ham@lpl.com,,Salesforce
9625366,,Andrew Eaton,,,aeaton@fore8.com,,List import
11205084,Inactive Investor,Robert Hollis,,Cetera Advisors LLC San Diego CA 655 W Broadway,,,Salesforce
216974,,Jay McClellan,,[Unknown],jaydmcclellan@gmail.com,,Event
11134360,Inactive Investor,Nicholas Forrest,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10874048,Inactive Investor,Ramon Fernandez,,State Farm VP Management Corp. Stockton CA 3443 Deer Park Dr,ramon.fernandez.ia1g@statefarm.com,,Salesforce
11041799,Inactive Investor,Maggie Ford,,J.P. Morgan Securities LLC Stuart FL 5955 Se Federal Hwy,maggie.e.may@chase.com,,Salesforce
9613169,,Charles Lowery,,,charles.lowery@milliman.com,,List import
9637553,,Peter Schuchart,,,pschuchart@jamesalpha.com,,List import
10999340,Inactive Investor,Joshua Wood,,"Farmers Financial Solutions, LLC Willmar MN 2320 Hwy 12 E",jwood@farmersagent.com,,Salesforce
11006496,Inactive Investor,Steven Shelton,President;Shareholder,"WRS Financial Services, L.L.C.",sas@wrscpa.com,,Salesforce
9571792,,Kirste Simmons,,,kfsimmons@hotmail.com,,List import
10661387,,Evan Kakis,,,evan@kakisfinancial.com,,List Import
10830838,Inactive Investor,Kristin Wolf,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",kristin.m.wolf@ampf.com,,Salesforce
11116149,Inactive Investor,Aleksandra Vargas,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,aleksandra.vargas@citi.com,,Salesforce
9647361,,Brent Rawson,,,brentmc2@gmail.com,,List import
10776910,Inactive Investor,Mark Dabbs,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",jason_dabbs@ml.com,,Salesforce
9621170,,Peter Langan,,,plangan@mac.com,,List import
9637615,,Renee Kelly,,,rkelly@spruceviewpartners.com,,List import
11107368,Inactive Investor,Bernard Lynch,Financial Professional,"MML Investors Services, LLC Ligonier PA 200 W Main St",,,Salesforce
10840823,Inactive Investor,Alexandria Dinatale Jones,,Morgan Stanley Houston TX 845 Texas St,alexandria.jones@morganstanley.com,,Salesforce
11078195,Inactive Investor,Ryan Arrington,Financial Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",ryan.arrington@ampf.com,,Salesforce
10861716,Inactive Investor,Brian Martin,Director;Managing Partner;Shareholder,Accredited Investors Wealth Management,brian.m@accredited.com,,Salesforce
11146662,Inactive Investor,John Mande,,"Osaic Wealth, Inc. Iron Mountain MI 1125 River Ave",jmande@osaicwealth.com,,Salesforce
10839754,Inactive Investor,Janice Abides,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10979397,Inactive Investor,Miles Cooper,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10618645,,Michael Nadler,,,mnadler@nadlerfinancial.com,,List import
11010792,Inactive Investor,Ronald Moore,,"Principal Securities, Inc. Tampa FL 3401 W Cypress St",moore.ron@principal.com,,Salesforce
9584092,,Joseph Cajigal,,,jcajigal@hudsoncanyon.net,,List import
11030449,Inactive Investor,John Wilson,Wealth Advisor,Concord Wealth Partners Worcester MA 1 Kelley Sq,jwilson@concordwealthpartners.com,,Salesforce
9604199,,ALBERT FORKNER,,,albert.forkner@wyo.gov,,List import
10901756,Inactive Investor,Scott Francis,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",sfrancis@financialguide.com,,Salesforce
11083220,Inactive Investor,Sharon Adams,,L.M. Kohn & Company Warrenville IL 3S318 Curtis Ave,,,Salesforce
9622408,,David Burch,,,davidburch12@protonmail.com,,List import
10661455,,Edward Ludwig,,,eludwig@bluesprucelp.com,,List import
10881224,Inactive Investor,Brock Alspaugh,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Alspaugh Wealth Management,brock@theinnovativeteam.com,,Salesforce
11055925,Inactive Investor,Jared Calvert,Chief Compliance Officer,Sollinda Capital Management LLC,,,Salesforce
11063598,Inactive Investor,Carolyn Barr,Chief Compliance Officer,"Vestor Capital, LLC",cbarr@vestorcapital.com,,Salesforce
11110918,Inactive Investor,Brian Laible,Co-Founder;Partner;Shareholder,Landmark Wealth Management,brian@landmarkfirm.com,,Salesforce
9579120,,Ryan Walker,,,rsky215@hotmail.com,,List import
10659148,,Deirdre McMunn,,,deirdre.mcmunn@tiaa.org,,List Import
9557803,,Audrey Sandra,,,audreysandra04@gmail.com,,List import
11260278,Inactive Investor,Joleen Parsons,,LPL Financial LLC Peoria IL 7900 N University St,joleen.parsons@lpl.com,,Salesforce
10943743,Inactive Investor,Gordon Wilson,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,gwilson@lincolninvestment.com,,Salesforce
352706,,Jerome Price,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",jerome.price@ceteraadvisors.com,585-231-1595,Manual List Upload
9632921,,Aditya Choudhary,,,achoudhary@nerdwallet.com,,List import
9557647,,Alec Hoag,,,alec.hoag@lfg.com,,List import
11177318,Inactive Investor,Mary Salas,,"Avantax Investment Services, Inc. Denver CO 7900 E Union Ave",,,Salesforce
11163146,Inactive Investor,Michael Zivica,,"Cadaret, Grant & Co., Inc. Lake George NY Private Residence",mzivica@ae.cadaretgrant.com,,Salesforce
11061631,Inactive Investor,Deborah Marlin,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,deborahmarlin@statefarm.com,,Salesforce
10819985,Inactive Investor,Derrick Dixon,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,derricksdixon@primerica.com,,Salesforce
11182161,Inactive Investor,Sennai Abbay,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,sennai.abbay@ubs.com,,Salesforce
11140524,Inactive Investor,Andrew McCrosson,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Bluffton SC 29 Plantation Park Dr",andrew.mccrosson@mutualofomaha.com,,Salesforce
10617828,,Mark Duris,,,mark.duris@ml.com,,List Import
10880546,Inactive Investor,Sydney Meihaus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11016344,Inactive Investor,Sugeil Perez,Financial Advisor;First Vice President - Investments;Vice President,"Wells Fargo Clearing Services, LLC Miami FL 396 Alhambra Cir",sue.perez@wellsfargoadvisors.com,,Salesforce
10854980,Inactive Investor,Justin Grutzius,Private Banker,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
9596561,,Deborah Knock,,,deborahknock@gmail.com,,List import
11026920,Inactive Investor,Adam McCarty,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
11121348,Inactive Investor,Joseph Federico,Financial Advisor,Edward Jones Dunnellon FL 20324 E Pennsylvania Ave,joe.federico@edwardjones.com,,Salesforce
7594675,,Banele Mnisi,,,sticksmorewa5@gmail.com,,Web form fillout
11130993,Inactive Investor,Anastasia Holt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9563062,,Christopher Martinez,,,xdirtbusters@gmail.com,,List import
9643338,,Stephanie Bailey,,,sbay646@gmail.com,,List import
10956375,Inactive Investor,Bryce Norniella,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
10853276,Inactive Investor,Angelo Haddad,,NYLIFE Securities LLC Bakersfield CA 3815 Stockdale Hwy,ahaddad@ft.newyorklife.com,,Salesforce
11255154,Inactive Investor,Terry Delhomme,Senior Wealth Manager,Stone Wealth Partners LLC,,,Salesforce
10758699,Inactive Investor,Raymond Ballantine,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,rballantine@rwbaird.com,,Salesforce
10974597,Inactive Investor,Cole Edmiston,Lead Advisor,Venturi Private Wealth,cole@venturiwealth.com,,Salesforce
11164047,Inactive Investor,Mark Ahmadi,Financial Advisor,Edward Jones McKinney TX 2300 W White Ave,mark.ahmadi@edwardjones.com,,Salesforce
241675,,Suze Jane,,[Unknown],suzejane88@gmail.com,,source
10787315,Inactive Investor,Kimberly Garcia,,Davenport & Company LLC,kgarcia@investdavenport.com,,Salesforce
10973987,Inactive Investor,Lissette Guerra,,J.P. Morgan Securities LLC Miami FL 10795 NW 58th St,lissette.guerra@chase.com,,Salesforce
11178538,Inactive Investor,Paul Donahue,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,paul.donahue@fidelity.com,,Salesforce
11145561,Inactive Investor,Sherie Connorton,Portfolio Associate,Morgan Stanley Rochester NY 300 Linden Oaks,sherie.a.connorton@morganstanley.com,,Salesforce
11112394,Inactive Investor,Keyara Storrs,,J.P. Morgan Securities LLC Fayetteville NY 504 Towne Dr,keyara.storrs@jpmorgan.com,,Salesforce
10957176,Inactive Investor,Nicholas Meyer,,LPL Financial LLC Beachwood OH 3750 Park East Dr,nicholas.meyer@lpl.com,,Salesforce
9633594,,KEVIN KIM,,,kev67793772@gmail.com,,List import
9615729,,Lenzo Lorenzo,,,bafokengdaphoecks@gmail.com,,List import
10845761,Inactive Investor,Travis Smith,Financial Advisor,LPL Financial LLC Powell WY 276 N Absaroka St,,,Salesforce
11020510,Inactive Investor,William Starks,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11049119,Inactive Investor,Peter Chan,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,ppchan@ft.newyorklife.com,,Salesforce
10943287,Inactive Investor,John Blair,Chief Compliance Officer;Founder;President,Blair Capital Management,johnblair@blaircapitalmgt.com,,Salesforce
10930584,Inactive Investor,Diane Bown,,LPL Financial LLC Joliet IL 2801 W Jefferson St,diane.bown@lpl.com,,Salesforce
10988076,Inactive Investor,John McCarthy,,"Ameritas Investment Company, LLC Cincinnati OH 1880 Waycross Rd",john.mccarthy@ameritas.com,,Salesforce
9646205,,Bruno Gres,,,bruno.1907@hotmail.fr,,List import
180070,,wenqing he,,[Unknown],stacyhe97@gmail.com,,
11146427,Inactive Investor,Trevor Fennelly,Financial Advisor;Portfolio Manager,Morgan Stanley Davenport IA 4300 E 53rd St,trevor.fennelly@morganstanley.com,,Salesforce
10954143,Inactive Investor,Jeremy Kiefer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jeremy_kiefer@vanguard.com,,Salesforce
11105499,Inactive Investor,Kyle Cain,Chief Compliance Officer;Managing Member;President,Foresight Financial Advisory,,,Salesforce
11088916,Inactive Investor,Grant Smith,,Waterloo Capital Rogers AR 3614 W Southern Hills Blvd,gsmith@waterloocap.com,,Salesforce
11034542,Inactive Investor,Lynne Carlson,Regional Vice President,PFS Investments Inc. Oklahoma City OK 5712 NW 132nd St,lynne.carlson@primerica.com,,Salesforce
10923855,Inactive Investor,Wesley Morgan,,NYLIFE Securities LLC Mentor OH 8300 Tyler Blvd,wwmorgan@ft.newyorklife.com,,Salesforce
9626664,,kyle tomlinson,,,kyle@griffith-werner.com,,List import
10967018,Inactive Investor,Timothy Oskey,Financial Advisor,Edward Jones Angels Camp CA 467 S Main St,tim.oskey@edwardjones.com,,Salesforce
10805957,Inactive Investor,Matthew Lapaglia,Senior Client Service Associate,Morgan Stanley Boston MA 28 State St,matthew.lapaglia@morganstanley.com,,Salesforce
10813109,Inactive Investor,David Heffley,Financial Professional,"Pruco Securities, LLC. Brunswick OH 3511 Center Rd",david.heffley@prudential.com,,Salesforce
11059654,Inactive Investor,Emily Freese,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",emily.freese@equitable.com,,Salesforce
11116007,Inactive Investor,Lakyndra Mitchell,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
10766777,Inactive Investor,Edward Hayes,Private Wealth Advisor;Vice President - Wealth Management,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,edward.hayes@morganstanley.com,,Salesforce
10755534,Inactive Investor,Christopher Patterson,,"Spire Securities, LLC",chris.patterson@spireip.com,,Salesforce
11128143,Inactive Investor,Alexis Parker,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,,,Salesforce
10659500,,Nicholas Perazzolo,,,nicholas.perazzolo@lpl.com,,List Import
11012103,Inactive Investor,Blake Tomich-Batten,,NYLIFE Securities LLC Elkhorn NE 18140 Burke St,batomichbatt@ft.newyorklife.com,,Salesforce
10844346,Inactive Investor,Todd Thompson,Managing Member,"Rogue Advisors, LLC",,,Salesforce
9571563,,David Templeton,,,davidt@horancapitaladvisors.com,,List import
10914956,Inactive Investor,Gary Casab,Partner,LPL Financial LLC Syracuse NY 5790 Widewaters Pkwy,gary.casab@lpl.com,,Salesforce
11206092,Inactive Investor,Michael Finkelstein,,"Wells Fargo Advisors Financial Network, LLC Bloomfield Hills MI 2550 S Telegraph Rd",michael.finkelstein@wfafinet.com,,Salesforce
10868330,Inactive Investor,Stephen Shueh,Managing Partner,"Roundview Capital, LLC",steve@roundviewcapital.com,,Salesforce
10854220,Inactive Investor,William Lauber,Partner;Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC",,,Salesforce
11041499,Inactive Investor,Mario Ortiz,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,mario.ortiz@jpmorgan.com,,Salesforce
9562874,,Mark Hall,,,mark.hall@alterna.ca,,List import
11235583,Inactive Investor,Jesse Karich,Managing Member,Salus Financial Advisors,,,Salesforce
11212793,Inactive Investor,Renee Lamb,,J.P. Morgan Securities LLC Syracuse NY 4425 E Genesee St,renee.m.meldrum@jpmorgan.com,,Salesforce
11137952,Inactive Investor,Justin Russo,,"Osaic Wealth, Inc. New Baltimore MI 48646 Gratiot Ave",,,Salesforce
10901153,Inactive Investor,Jozua Martins,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11199439,Inactive Investor,Nicholas Gonzalez,,J.P. Morgan Securities LLC Tallman NY 1 S Airmont Rd,,,Salesforce
11205296,Inactive Investor,Fred Nabors,Financial Services Representative,"MML Investors Services, LLC West Point MS 26241 W Main St",fnabors@financialguide.com,,Salesforce
9578227,,Benjamin Walton,,,bwalton@massmutual.com,,List import
4726083,,Marc Branon,,,branonmarc@gmail.com,,Web form fillout
10615843,,Aaron Haack,,,aaron.j.haack@jpmorgan.com,,List Import
229339,, -,,[[Unknown]],grahamcfisher@gmail.com,,Organic Search
11083174,Inactive Investor,Scott Greenfield,,"MML Investors Services, LLC New York NY 90 Park Ave",sgreennfield@financialguide.com,,Salesforce
45121,,Shawn Petersen,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,shawn.petersen@thrivent.com,402-905-4223,
11143124,Inactive Investor,Catherine Tilton,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",catie.e.tilton@ml.com,,Salesforce
10933937,Inactive Investor,Scott Gehring,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",scott.gehring@robinhood.com,,Salesforce
10395641,,CHRISTOS KOMIZOGLOU,,,xristoskomiz@gmail.com,,Web Form Fillout
335838,,Brian Kerns,,Personal Capital Advisors Corporation,brian.kerns@personalcapital.com,972-763-4041,
9589075,,Safaraz Khan,,,safarazkhan05042000@eaiml.com,,List import
161739,,Chris McGovern,,[Unknown],chris@mcgovernproject.com,,
370736,,Anthony Girardi,,[Unknown],tg79@aol.com,,Salesforce
10796522,Inactive Investor,Cory Herzog,Financial Advisor,Edward Jones Watertown SD 806 10th St SW,cory.herzog@edwardjones.com,,Salesforce
10892855,Inactive Investor,Todd Forman,,"Allstate Financial Services, LLC Farmington UT 11 E State St",tforman@allstate.com,,Salesforce
10964613,Inactive Investor,Michael Wollenberg,,"Cambridge Investment Research, Inc. Chesterfield MO 390 S Woods Mill Rd",,,Salesforce
11093581,Inactive Investor,Ahmad Saltagi,Chief Compliance Officer;Investment Advisor;President,Zaki Financial LLC,,,Salesforce
10881228,Inactive Investor,Scott Jackson,President,"Jackson Private Wealth Management, Inc.",,,Salesforce
10914851,Inactive Investor,Nathan Andrews,,Fidelity Brokerage Services LLC Chestnut Hill MA 220 Boylston St,nathan.andrews@fmr.com,,Salesforce
11080580,Inactive Investor,John Fitzpatrick,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
372375,,Francisco Galvis,,Colombia,fcogalvis@gmail.com,,Salesforce
11055030,Inactive Investor,Douglas Stephenson,,"Avantax Investment Services, Inc. Colton CA 645 N La Cadena Dr",,,Salesforce
11070904,Inactive Investor,Jordan St. Clair,Chief Compliance Officer;Financial Planner;Managing Member;Partner,"Bison Financial Group, LLC",,,Salesforce
11001411,Inactive Investor,Zakerie Thompson,,"Cadaret, Grant & Co., Inc. Franklin MI 32600 Telegraph Rd",,,Salesforce
11042093,Inactive Investor,Blaine Lacy,Financial Advisor,Edward Jones Taylorville IL 223 W Franklin St,blaine.lacy@edwardjones.com,,Salesforce
10915638,Inactive Investor,Joshua Ebey,Financial Planner,LPL Financial LLC Baton Rouge LA 7707 Old Hammond Hwy,joshua.ebey@lpl.com,,Salesforce
10809018,Inactive Investor,Peter Lamberti,,"Wells Fargo Clearing Services, LLC Port Jefferson NY 70 N Country Rd",,,Salesforce
11098685,Inactive Investor,Tanner Hayes,Financial Advisor,Edward Jones Oklahoma City OK 8855 E Reno Ave,tanner.hayes@edwardjones.com,,Salesforce
11067887,Inactive Investor,Jason Lipka,Retirement Plan Advisor,"Kathmere Capital Management, LLC",jlipka@kathmere.com,,Salesforce
9590542,,Daniel Hawson,,,daniel.hawson@icloud.com,,List import
11057574,Inactive Investor,Lyndsi Rogers,,LPL Financial LLC Waverly OH 115 N Market St,lyndsi.rogers@lpl.com,,Salesforce
11003284,Inactive Investor,Jason Jackson,Financial Advisor,"Pruco Securities, LLC. Louisville KY 9300 Shelbyville Rd",jason.jackson@prudential.com,,Salesforce
10919519,Inactive Investor,Robert Gascho,,NYLIFE Securities LLC San Francisco CA 425 Market St,rgascho@ft.newyorklife.com,,Salesforce
11144328,Inactive Investor,Cale Gilliam,,Edward Jones Sebring FL 4846 Sun N Lake Blvd,cale.gilliam@edwardjones.com,,Salesforce
2558993,,Gian Sauce,,,baloteli1168@yahoo.com,,
11116105,Inactive Investor,Tiffany Valentine,Financial Advisor,LPL Financial LLC La Quinta CA 78075 Main St,tiffany.valentine@lpl.com,,Salesforce
10780224,Inactive Investor,Maurice Linton,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",maurice.linton@schwab.com,,Salesforce
10854370,Inactive Investor,Nate Colbert,Financial Advisor,"Ameriprise Financial Services, LLC Sioux City IA 6111 Whispering Creek Dr",nate.t.colbert@ampf.com,,Salesforce
10965515,Inactive Investor,Laarnie Poon,,"Ameriprise Financial Services, LLC",,,Salesforce
9620845,,Samuel Schlesinger,,,sgschlesinger@gmail.com,,List import
374841,,Michael Mongin,,Moran Wealth Management,michael.mongin@moranwm.com,,List Import
11082604,Inactive Investor,Joseph Wyatt,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joseph.wyatt@jpmorgan.com,,Salesforce
9612694,,Christy Coon,,,ccoon@greatlakesadvisors.com,,List import
9556334,,Jack Miao,,,jackyanch@gmail.com,,List import
10780372,Inactive Investor,Shu-Ming Chu,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",lisa.chu@schwab.com,,Salesforce
11133235,Inactive Investor,Benjamin Meth,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,benjamin.meth@fidelity.com,,Salesforce
1004284,Inactive Investor,Brian Person,,Brian Person,bhper10@hotmail.com,,3rd Party Lead Gen
11207739,Inactive Investor,Carlos Prieto,,PFS Investments Inc. San Antonio TX 911 Isom Rd,cprieto@primerica.com,,Salesforce
11059840,Inactive Investor,Steven Bankler,,Enlightened Finance LLC San Antonio TX 9901 IH 10 W,,,Salesforce
10618909,,Harrison Kortz,,,harrison.kortz@morganstanley.com,,List Import
9586706,,dicky ariyanto,,,dickyariyanto06@gmail.com,,List import
11177407,Inactive Investor,Donald Hein,,"MML Investors Services, LLC Worcester MA 1 W Boylston St",,,Salesforce
11160562,Inactive Investor,Ronald Mazal,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,rmazal@primerica.com,,Salesforce
10965892,Inactive Investor,Marcus Carr,,Arvest Wealth Management Broken Arrow OK 2950 S Elm Pl,mcarr@arvest.com,,Salesforce
10489903,,John Brady,,"Triumph Wealth Advisors, Inc. Frisco TX Private Residence",john@ifsgllc.com,,List Import
10969141,Inactive Investor,Brett Hull,,NYLIFE Securities LLC Stanton TX 2309 Westside Dr,bhull@ft.newyorklife.com,,Salesforce
10878107,Inactive Investor,Peter Tennyson,Chief Compliance Officer;Owner;President,North Bay Wealth Management,peter@northbaywealth.com,,Salesforce
11069273,Inactive Investor,Nathan Joyner,,Cetera Advisors LLC Centralia WA 620 W Main St,,,Salesforce
10852558,Inactive Investor,Karen Igarashi,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",karen_igarashi@ml.com,,Salesforce
11012740,Inactive Investor,Albert Moore,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,,,Salesforce
9623354,,Diego Seijmonsbergen,,,diego.seijmonsbergen96@hotmail.com,,List import
10973344,Inactive Investor,Alesya Yelisowa,,Morgan Stanley New York NY 1 New York Plz,alesya.yelisowa@morganstanley.com,,Salesforce
10847912,Inactive Investor,Carolyn Mcclanahan,Founder;President;Regulatory Contact,"Life Planning Partners, Inc.",cmcc@lifeplanningpartners.com,,Salesforce
11206204,Inactive Investor,Mark Zipfel,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 888 High St",mark.zipfel@ampf.com,,Salesforce
9627437,,Shedrahk Alex,,,shedrahkpelumi@gmil.com,,List import
10505221,,Tianda Howell,Compliance/BSA Officer,Peoples First Savings Bank,thowell@peoplesfirstohio.com,5133981040,List Import
11055269,Inactive Investor,Anthony Sergio,Financial Advisor,"Hornor, Townsend & Kent, LLC Harleysville PA 388 Main St",,,Salesforce
11010081,Inactive Investor,Jonah Jangula,District Leader,PFS Investments Inc. Hudson WI 901 4th St,jjangula@primerica.com,,Salesforce
10971570,Inactive Investor,Yuki Baltazar,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",yuki.baltazar@usbank.com,,Salesforce
10847848,Inactive Investor,Zachary Harless,Financial Advisor,"Wells Fargo Clearing Services, LLC Manteca CA 160 N Main St",zack.a.harless@wellsfargo.com,,Salesforce
10830282,Inactive Investor,Masha Efros,Financial Advisor,Morgan Stanley La Jolla CA 1111 Prospect St,masha.efros@morganstanley.com,,Salesforce
10772082,Inactive Investor,William Bane,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",william.bane@ml.com,,Salesforce
7328660,,steven T,,BiM199,stdavid.bourse@gmail.com,0684957281,Web form fillout
9582922,,Douglas Burns,,,doug@bpcadvisors.com,,List import
11058702,Inactive Investor,Arbana Gjidija,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,arbana.gjidija@jpmorgan.com,,Salesforce
11058284,Inactive Investor,George Hessler,Financial Advisor,Edward Jones Walla Walla WA 315 E Main St,george.hessler@edwardjones.com,,Salesforce
334267,,Rudolph Brandes,,Mercer Global Advisors Inc.,rbrandes@merceradvisors.com,(949) 219-3852,
9586541,,Julie Irving,,,julie@valtinsonfinancial.com,,List import
11204899,Inactive Investor,Kimberly Rubin,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",kimberly.rubin@ml.com,,Salesforce
9604741,,dbhawki55@yahoo.com Hawkins,,,dbhawki55@yahoo.com,,List import
5486609,,pol hik,,,iogdfi@karenkey.com,,Web Form Fillout
11135829,Inactive Investor,Samuel Millmier,,"Equitable Advisors, LLC Kalamazoo MI 141 E Michigan Ave",samuel.millmier@equitable.com,,Salesforce
11189344,Inactive Investor,Therese Misner,,"CUSO Financial Services, L.P. Corvallis OR 1980 NW 9th St",,,Salesforce
9633295,,Alangkarn Thepkaew,,,stop.stlt@gmail.com,,List import
11204022,Inactive Investor,Jorge Morales,Investment Advisor Representative;Managing Member,JLM Advisors LLC,jorge@jlmadvisors.com,,Salesforce
10992141,Inactive Investor,Robert Melvin,,Deutsche Bank Securities Inc.,,,Salesforce
9620529,,marine zhang,,,marinezhang1224@gmail.com,,List import
10971309,Inactive Investor,Stephen Dreyer,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11217528,,Joshua Rothbard,,,josh.rothbard@lpl.com,,Other
352614,,Lee Buchanan,Venture Partner,"Paladin Capital Management, Llc",lbuchanan@paladincapgroup.com,202-293-5590,Manual List Upload
9580924,,Bret Parrish,,,bparrish@johnsoninv.com,,List Import
11148933,Inactive Investor,Sergio Leyva,,"Allstate Financial Services, LLC San Antonio TX 10609 W Interstate 10",sergioleyva@allstate.com,,Salesforce
9555761,,Daniel Henning,,,daniel.henning@hc-adv.com,,List import
11144774,Inactive Investor,Peter Dean,Financial Advisor;First Vice President,Morgan Stanley Santa Cruz CA 6004 La Madrona Dr,peter.dean@morganstanley.com,,Salesforce
10987185,Inactive Investor,Dean Maragos,,Edward Jones Palm Beach FL 125 Worth Ave,,,Salesforce
10915619,Inactive Investor,Albert Bartolomeo,President,"Broad Reach Wealth Management, LLC",,,Salesforce
10932994,Inactive Investor,Henry Cruz,,Lincoln Investment Houston TX 3707 Westcenter Dr,hcruz@lincolninvestment.com,,Salesforce
9631090,,Richard Ng,,,investopenly@gmail.com,,List import
10817838,Inactive Investor,Wade Papapanagiotu,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11123155,Inactive Investor,Michael Hoover,,"Allstate Financial Services, LLC West Linn OR 21560 Willamette Dr",,,Salesforce
11019724,Inactive Investor,Colton Rankey,,"VALIC Financial Advisors, Inc. Orlando FL 4700 Millenia Blvd",,,Salesforce
9629499,,jp jpc,,,ynakada@hotmail.com,,List import
9576750,,William Garten,,,bgarten@stratoswp.com,,List import
11023500,Inactive Investor,Eric Birk,,J.P. Morgan Securities LLC Westland MI 31311 Cherry Hill Rd,eric.birk@jpmorgan.com,,Salesforce
11087767,Inactive Investor,Pamela Turner,Financial Advisor,"Ameriprise Financial Services, LLC Huntsville TX Private Residence",pamela.s.turner@ampf.com,,Salesforce
10661594,,Paul Courtney,,,psc@springtide-partners.com,,List import
10806270,Inactive Investor,Steven Cooper,Financial Advisor;Vice President,Janney Montgomery Scott LLC Lewes DE 12001 Old Vine Blvd,scooper@janney.com,,Salesforce
235456,, -,,[[Unknown]],1374006638@qq.com,,
9543820,,Zachary Nettleton,,,nettletonzack@att.net,,List import
229253,, -,,[[Unknown]],mb428ny@gmail.com,,Organic Search
11193849,Inactive Investor,Alexandra Diazdevaldes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10875923,Inactive Investor,Joshua Klinger,Wealth Advisor,"TVAMP, LLC",josh.klinger@tvamp.com,,Salesforce
9563257,,Andrew KOH,,,andrewkohmw@yahoo.com.sg,,List import
11044604,Inactive Investor,Levi Norton,Financial Advisor,Edward Jones Saint Helens OR 58563 Columbia River Hwy,levi.norton@edwardjones.com,,Salesforce
10892086,Inactive Investor,Mark Mertsoc,Financial Advisor,Edward Jones Vista CA 1800 Thibodo Rd,mark.mertsoc@edwardjones.com,,Salesforce
10778961,Inactive Investor,Catherine Eichenberger,,"Stifel, Nicolaus & Company, Incorporated Portland OR 121 SW Morrison St",,,Salesforce
11001500,Inactive Investor,Yuanyuan Huang,,NYLIFE Securities LLC Cupertino CA 20480 Pacifica Dr,yhuang14@ft.newyorklife.com,,Salesforce
9576759,,Richard Lewis,,,dlewis@sagepointadvisor.com,,List import
11187835,Inactive Investor,Lamonica Tipton,Financial Advisor,Edward Jones Fishers IN 10142 Brooks School Rd,monica.tipton@edwardjones.com,,Salesforce
240577,,Gregory Hart,Managing Director,"Haddon Wealth Management, LLC",gregh@haddonwealthmgt.com,,Event
10875413,Inactive Investor,Sara Samuels,,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",sara.samuels@nm.com,,Salesforce
10999178,Inactive Investor,Mary Talbot,,Vanguard Marketing Corporation,mary_talbot@vanguard.com,,Salesforce
352720,,Jessica Hunt,Investment Adviser Representative,"Royal Fund Management, Llc",jessica@joannholstadvisers.com,352-750-1637,Manual List Upload
11143029,Inactive Investor,Ryan Mcneill,,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",ryan.mcneill@equitable.com,,Salesforce
9585340,,Deanna Richmond,,,deanna@regattaresearch.com,,List import
9617517,,Kevin law,,,kevinlaw7@gmail.com,,List import
11059591,Inactive Investor,Christopher Pecktol,,J.P. Morgan Securities LLC Grosse Pointe MI 460 Moross Rd,christopher.pecktol@jpmorgan.com,,Salesforce
11211085,Inactive Investor,Kevin Porzelt,,HSBC Securities (USA) Inc.,,,Salesforce
10489087,,Austin Lester,Financial Advisor,LPL Financial LLC Plano TX 3369 Premier Dr,austin.lester@lpl.com,,List Import
11159568,Inactive Investor,Leslie Hetager,,"Truist Investment Services, Inc. Savannah GA 33 Bull St",michelle.hetager@truist.com,,Salesforce
11092534,Inactive Investor,Laura Horn,Client Specialist,Robert W. Baird & Co. Incorporated,lhorn@rwbaird.com,,Salesforce
10617082,,Edward Moran,,,emoran@ampf.com,,List Import
10887349,Inactive Investor,Chuck Chucri,Financial Planner,"Pruco Securities, LLC. Clearwater FL 28960 US Hwy 19 N",chucri.chucri@prudential.com,,Salesforce
10494175,,Zheng Guo,,StoneX,zheng.guo@stonex.com,,List Import
11072361,Inactive Investor,Kaitlyn Zawada,,"Osaic FA, Inc. San Mateo CA 1510 Fashion Island Blvd",kaitlyn.zawada@lfg.com,,Salesforce
9636518,,Timothy Paulin,,,timothy.paulin@wslife.com,,List import
10949658,Inactive Investor,Cole Perez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10965591,Inactive Investor,Nicholas Romagnoli,,LPL Financial LLC Hampton NH 1 Merrill Industrial Dr,nicholas.romagnoli@lpl.com,,Salesforce
9637036,,Arlene Clemmons,,,arlene.clemmons@txcm.com,,List import
11058629,Inactive Investor,Julie Sparrow,,LPL Financial LLC North Smithfield RI 642 Great Rd,julie.a.hughes@lpl.com,,Salesforce
11031989,Inactive Investor,Sean Miller,,"Northwestern Mutual Investment Services, LLC Delafield WI 3960 Hillside Dr",s.w.miller@nm.com,,Salesforce
10844080,Inactive Investor,William O'Malley,,Cetera Advisor Networks LLC Crystal Lake IL 820 E Terra Cotta Ave,omalleyw@ceteranetworks.com,,Salesforce
11087836,Inactive Investor,Ryan Paradis,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",ryan.paradis@nm.com,,Salesforce
9566290,,Staurt Katz,,,skatz@rscapital.com,,List Import
11095247,Inactive Investor,Richard Boschert,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1450 W Long Lake Rd",wes.boschert@ampf.com,,Salesforce
10839222,Inactive Investor,Jonathan Dreskin,,Nationwide Planning Associates Inc.,jdreskin@nationwideplanning.com,,Salesforce
10917406,Inactive Investor,George Smith,Chief Compliance Officer;Chief Executive Officer;Co-Founder;Managing Member,"Trusco Investment Management, LLC",gsmith@truscomgmt.com,,Salesforce
11213186,Inactive Investor,Jacob Dotson,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,jacob.dotson@fmr.com,,Salesforce
10901807,Inactive Investor,Bruce Slater,,"Osaic Wealth, Inc. Northville MI 46670 Stratford Ct",,,Salesforce
11188590,Inactive Investor,Cole Adamson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
1001855,Inactive Investor,Heath Hunter,Vice President of Corporate Development,Dot Family Holdings,heath.hunter@dotfamilyholdings.com, +1 636 449 3157,
10762442,Inactive Investor,Thad Dibacco,,The O.N. Equity Sales Company Omaha NE 13930 Gold Cir,,,Salesforce
340050,,Diane Armstrong,Financial Advisor,Investment Partners Ltd,darmstrong@invp.com,330-308-9707,Manual List Upload
10923702,Inactive Investor,Justin Snowden,Associate Financial Advisor,"Ameriprise Financial Services, LLC Richardson TX 3610 Shire Blvd",justin.snowden@ampf.com,,Salesforce
11057624,Inactive Investor,Lee Barlas,Chief Executive Officer;Member;President,"Barlas O'Reilly Wealth Management, LLC",,,Salesforce
10784434,Inactive Investor,Scott Marker,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,scott_marker@vanguard.com,,Salesforce
9610505,,Mark Citrone,,,mcitrone@kerrisdalecap.com,,List import
10900316,Inactive Investor,Gavin Dunne,,"Allstate Financial Services, LLC Woodland Hills CA 23273 Ventura Blvd",gavindunne@allstate.com,,Salesforce
11001388,Inactive Investor,Mark Feliciano,,"Bankers Life Securities, Inc. West Palm Beach FL 1601 Forum Pl",mark.feliciano@bankerslife.com,,Salesforce
11053855,Inactive Investor,Brian Ullrich,,"Osaic Wealth, Inc. Downers Grove IL 6739 Bradley Ct",,,Salesforce
11087271,Inactive Investor,Beverly Schroeder,,"Pruco Securities, LLC. Belleville IL 221 W Pointe Dr",beverly.schroeder@prudential.com,,Salesforce
351285,,Joe Case,Associate Vice President,"Nationwide Asset Management, Llc",casej6@nationwide.com,614-435-6274,Manual List Upload
10846202,Inactive Investor,Joseph Thompson,,Fidelity Brokerage Services LLC Chesterfield MO 16090 Swingley Ridge Rd,joseph.thompson@fidelity.com,,Salesforce
11167909,Inactive Investor,Michelle Wick,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Centerville IA 100 E Jackson St",michelle.walderbach@usbank.com,,Salesforce
11023437,Inactive Investor,Brian Maddox,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11133341,Inactive Investor,Anayansi Testa,Compliance Officer,Morgan Stanley Sachse TX Private Residence,,,Salesforce
11058368,Inactive Investor,William Jones,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10971928,Inactive Investor,Matthew Helmer,,Fidelity Brokerage Services LLC Cincinnati OH Private Residence,,,Salesforce
10929842,Inactive Investor,David Wahl,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 13555 Bishops Ct",david.wahl@ampf.com,,Salesforce
11005665,Inactive Investor,Shane Lussier,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11201776,Inactive Investor,Gerald Wallace,Financial Advisor,LPL Financial LLC Lynnwood WA 16825 48th Ave W,gerald.wallace@lpl.com,,Salesforce
342250,, -,,[[Unknown]],gege45o@sina.com,,Organic Search
9578617,,Gregory Angrist,,,gangrist@cohesivecapital.com,,List import
11017812,Inactive Investor,Jeffrey Schoff,Financial Advisor,"Raymond James & Associates, Inc. Wilmington DE 200 Bellevue Pkwy",jeff.schoff@raymondjames.com,,Salesforce
11015306,Inactive Investor,Jonathan Mcshan,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",jonathan.mcshan@prudential.com,,Salesforce
10959324,Inactive Investor,Kelly Wright,,Vanguard Marketing Corporation,kelly_wright@vanguard.com,,Salesforce
8473,,Philip Goebel,,[[Unknown]],philgoebel@gmail.com,,Direct
10898007,Inactive Investor,Sterling Crowe,Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,sterling.crowe@ubs.com,,Salesforce
10853267,Inactive Investor,Philip Harris,Chief Compliance Officer;Chief Executive Officer;President,"Financial Integrity Advisors, LLC",phil@firmadvisor.com,,Salesforce
224482,,Keys J a,,[Unknown],heatpumph2o@gmail.com,,source
9562172,,Joe Modica,,,joe.modica@iimllc.net,,List import
11115297,Inactive Investor,Kevin Shepherd,Managing Director - Wealth Management;Senior Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,michael.shepherd@ubs.com,,Salesforce
9579179,,Terrence Alford,,,terrence_alford@yahoo.com.hk,,List import
9964488,,Ahmed Mujuthaba,,,mujey4694@gmail.com,,Web Form Fillout
10970201,Inactive Investor,Nathaniel Rupert,,Citigroup Global Markets Inc.,,,Salesforce
10841455,Inactive Investor,James Stark,,LPL Financial LLC,james.stark1@lplfinancial.com,,Salesforce
1988952,,John Woo,,[Unknown],xxtowbs@proton.me,,
11069677,Inactive Investor,Glenn Grossman,,"Dinosaur Financial Group, L.L.C",ggrossman@dinogroup.com,,Salesforce
9565566,,Gerald Ronon,,,gronon@lubertadler.com,,List import
10614922,,Glen Mahnken,"Financial Advisor, Senior Vice President",,glen.mahnken@morganstanley.com,,List Import
10612621,,Michelle Russotto,Financial Advisor,,michelle.russotto@ampf.com,,List Import
9616330,,John Combs,Financial Advisor,Raymond James Financial,john.combs@raymondjames.com,,List import
10868429,Inactive Investor,Theresa Thorson,,UBS Financial Services Inc. Tucson AZ 2840 E Skyline Dr,theresa.thorson@ubs.com,,Salesforce
11130268,Inactive Investor,Alec Williams,Financial Advisor,Park Avenue Securities LLC Carlsbad CA 2888 Loker Ave E,alec_williams@glic.com,,Salesforce
11170648,Inactive Investor,Jerret Sykes,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",jerret.sykes@nm.com,,Salesforce
10838196,Inactive Investor,Adam Puff,Financial Advisor;President;Wealth Manager,Haddonfield Financial Planning LLC,,,Salesforce
9645773,,Matthew Salmon,,,msalmon@mmmhousing.com,,List import
11132298,Inactive Investor,Morgan Romero,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,morgan.romero@fmr.com,,Salesforce
10917124,Inactive Investor,Gary Jones,Financial Advisor,Edward Jones Maplewood NJ 1611 Springfield Ave,g.jones@edwardjones.com,,Salesforce
10939794,Inactive Investor,Ronald Martin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11157745,Inactive Investor,Eugene Leyden,,"Osaic Wealth, Inc. Hartsdale NY 280 N Central Ave",,,Salesforce
10900421,Inactive Investor,Jiselle Rosapratts,,Citigroup Global Markets Inc.,,,Salesforce
10765212,Inactive Investor,Ann Trainor,Financial Advisor;Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Westfield NJ 109 N Ave W,ann.trainor@ubs.com,,Salesforce
10825912,Inactive Investor,Keith Johnson,Wealth Advisor,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,keith.johnson@thrivent.com,,Salesforce
10805076,Inactive Investor,Mark Korona,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Lexington KY 307 S Ashland Ave,mark.korona@ubs.com,,Salesforce
10783516,Inactive Investor,Joseph Desimone,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,joseph.desimone@ubs.com,,Salesforce
11019590,Inactive Investor,Mark Heberger,,Stonex Securities Inc. Rochester NY Private Residence,,,Salesforce
10817472,Inactive Investor,Steven Medland,Chief Compliance Officer;Co-Founder;Member;Partner;Principal,"TABR Capital Management, LLC",smedland@tabr.net,,Salesforce
10883550,Inactive Investor,Walter Leja,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",walter.leja@nm.com,,Salesforce
11191325,Inactive Investor,Michael Kalter,Relationship Manager,Morgan Stanley Irvine CA 1901 Main St,,,Salesforce
11014046,Inactive Investor,Gavin Bullock,,The Huntington Investment Company Indianapolis IN 9075 N Meridian St,gavin.bullock@huntington.com,,Salesforce
10783392,Inactive Investor,Deborah Gandy,Managing Director;Relationship Manager;Wealth Advisor,Chevy Chase Trust Company,dgandy@chevychasetrust.com,,Salesforce
10905425,Inactive Investor,Kelly Reash,,"Allstate Financial Services, LLC Austin TX 4210 Spicewood Springs Rd",kellyreash@allstate.com,,Salesforce
11124080,Inactive Investor,Daniel Goggin,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,dan.goggin@opco.com,,Salesforce
10467046,,vanya lopez,,,lopezvanya@gmail.com,,Web Form Fillout
10809864,Inactive Investor,Geoffrey Miller,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,geoffrey.miller@morganstanley.com,,Salesforce
9566098,,Stephen Varanko,,,stephen.varanko@lfg.com,,List import
11120800,Inactive Investor,Musetta Li,Private Client Advisor,J.P. Morgan Securities LLC San Mateo CA 925 E Hillsdale Blvd,musetta.li@jpmorgan.com,,Salesforce
10645349,,Gregg Byers,,,gbyers@rwbaird.com,,List Import
11260498,Inactive Investor,Nicholas Cherchio,,Fidelity Brokerage Services LLC Rochester NY 2780 Monroe Ave,,,Salesforce
10942687,Inactive Investor,Gilberto Garcia,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",gilberto.garcia@nm.com,,Salesforce
10775865,Inactive Investor,John Wise,Financial Advisor,Edward Jones Salem OH 2380 Southeast Blvd,john.wise@edwardjones.com,,Salesforce
11143772,Inactive Investor,Jeffrey Davis,,Purshe Kaplan Sterling Investments Portage MI 8051 Moorsbridge Rd,jeffery.davis@pksinvest.com,,Salesforce
10872574,Inactive Investor,Katherine Carhart,,PFS Investments Inc.,katherine.carhart@primerica.com,,Salesforce
230601,, -,,[[Unknown]],herisson.charles@gmail.com,,Organic Search
10827739,Inactive Investor,Connie Rodriguez-Garcia,Associate Vice President - Investments;Financial Consultant;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 225 S Lake Ave",connie.garcia@wellsfargoadvisors.com,,Salesforce
72142,,Jennifer Abbonizio,Chief Compliance Officer,"St. James Investment Advisors, Llc",jenn@stjamesia.com,631-979-6520,Manual List Upload
10802715,Inactive Investor,Daniel Baldwin,Financial Advisor;First Vice President;Manager;Senior Portfolio Manager,Morgan Stanley Walnut Creek CA 1333 N California Blvd,daniel.baldwin@morganstanley.com,,Salesforce
10865018,Inactive Investor,Kai Chen,Founder;Managing Director;Regulatory Contact,"OceanIQ Capital, LLC",kai@oceaniqcapital.com,,Salesforce
11102969,Inactive Investor,Michael Allen,,"Stanley Laman Group Securities, LLC",michaela@stanleylaman.com,,Salesforce
11185072,Inactive Investor,Christian Mindnich,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9466712,,Adam Feuer,,Adam Feuer,asfeuer@live.com,,3rd Party Lead Gen
10886582,Inactive Investor,Kevin Johnson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11199291,Inactive Investor,Grace Aquino,,J.P. Morgan Securities LLC New York NY 525 Broadway,grace.aquino@chase.com,,Salesforce
10986450,Inactive Investor,Chad Chesnut,Regional Director,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",chad.chesnut@equitable.com,,Salesforce
11062984,Inactive Investor,Christopher Bass,,"Osaic Wealth, Inc. New Bern NC 312 George St",,,Salesforce
10724327,,Viacheslav Safonov,,,vasafonov@gmail.com,,Web Form Fillout
11108398,Inactive Investor,William Baylog,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",,,Salesforce
11217801,,Alex Valentine,,,alex.valentine@jpmorgan.com,,List Import
10953130,Inactive Investor,Renata Garbowski,Financial Advisor,"Ameriprise Financial Services, LLC Bend OR 698 NW York Dr",renata.garbowski@ampf.com,,Salesforce
11126314,Inactive Investor,Ronald Pompei,,LPL Financial LLC Tarrytown NY 150 White Plains Rd,ronald.pompei@lpl.com,,Salesforce
11190749,Inactive Investor,David Dodgen,Investment Advisor,Fisher Investments,,,Salesforce
10873062,Inactive Investor,Carrie Riordan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 999 Waterside Dr",carrie.riordan@ml.com,,Salesforce
10903723,Inactive Investor,Jeffrey Guggenheim,Financial Advisor,Morgan Stanley Boca Raton FL 595 S Federal Hwy,jeffrey.guggenheim@morganstanley.com,,Salesforce
11006903,Inactive Investor,Mark Mencer,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",mark.mencer@ampf.com,,Salesforce
11099481,Inactive Investor,Gerald Creem,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington CT 8 Two Mile Rd",gerald.creem@wellsfargoadvisors.com,,Salesforce
11038173,Inactive Investor,John Desmarteau,,"Citizens Securities, Inc. Westlake OH 30159 Detroit Rd",john.e.desmarteau@citizensbank.com,,Salesforce
11229794,Inactive Investor,Kathy Wilson,,"OneAmerica Securities, Inc.",,,Salesforce
11084482,Inactive Investor,Larry Cooper,,Thrivent Investment Management Inc. Sterling IL 2000 Locust St,larry.cooper@thrivent.com,,Salesforce
10799502,Inactive Investor,Elsa Mata,,PFS Investments Inc. Cranford NJ 340 N Ave E,elsa.mata@primerica.com,,Salesforce
10907691,Inactive Investor,Steven Galavotti,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Marion MA 242 Wareham Rd",steven.galavotti@mutualofomaha.com,,Salesforce
10657322,,Charles Stearns,,,charles.stearns@53.com,,List Import
337137,,Nelson Bickel,Vice President And Chief Information Officer,"Gateway Investment Advisers, Llc",nbickel@gia.com,513-719-1100,Manual List Upload
9586534,,Kathy Scott,,,ksl.licensing@gmail.com,,List import
10868375,Inactive Investor,Steven Haag,Financial Professional,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",steven.haag@tfaconnect.com,,Salesforce
9553850,,Charles Randall,,,crandall@sigmarep.com,,List import
11111673,Inactive Investor,Mark Brooks,,"Northwestern Mutual Investment Services, LLC Troy MI 101 W Big Beaver Rd",mark.brooks@nm.com,,Salesforce
11230915,Inactive Investor,Deborah Hardy,Senior Advisor - Compliance,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",deborah.hardy@raymondjames.com,,Salesforce
200813,,DANIEL BICK,,[Unknown],dan.bick@ipcsecurities.com,,source
333074,,Michael Chen,,First Foundation Advisors,mchen@ff-inc.com,,
10914836,Inactive Investor,Frank Tedesso,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10846232,Inactive Investor,Mikah McCudden,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,mikah.mccudden@jpmorgan.com,,Salesforce
10920467,Inactive Investor,John Gergurich,,Lincoln Investment San Diego CA 9915 Mira Mesa Blvd,jgergurich@lincolninvestment.com,,Salesforce
9576743,,Angelica Tal,,,atal@gghc.com,,List import
11016509,Inactive Investor,Sean Wright,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,,,Salesforce
10877894,Inactive Investor,Adrian Calame,Financial Advisor,Edward Jones Rockville MD 6010 Executive Blvd,adrian.calame@edwardjones.com,,Salesforce
10783399,Inactive Investor,Randal Renkel,,Cetera Financial Specialists LLC Springfield MO 1525 E Republic Rd,randal.renkel@ceterafs.com,,Salesforce
11019781,Inactive Investor,Jessica Dietert,,J.P. Morgan Securities LLC Friendswood TX 255 W Parkwood Ave,jessica.dietert@jpmorgan.com,,Salesforce
11238888,Inactive Investor,Brendan Tener,,"Rise Retirement, LLC",brendan.tener@riseconsultingus.com,,Salesforce
10659997,,Deborah Griggs,,,deborah.l.griggs@chase.com,,List Import
11076218,Inactive Investor,Frank Kalberer,,J.P. Morgan Securities LLC Bellevue WA 1955 156th Ave NE,frank.kalberer@jpmorgan.com,,Salesforce
11131385,Inactive Investor,Dylan Spadt,Financial Advisor,"Wells Fargo Clearing Services, LLC Hellertown PA 659 Main St",dylan.spadt@wellsfargo.com,,Salesforce
11153583,Inactive Investor,Adrian Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11155685,Inactive Investor,Luther Hagen,,LPL Financial LLC Saint Paul MN 14800 Galaxie Ave,luther.hagen@lpl.com,,Salesforce
4626995,,Randria Nalisoa,,,nalisoa.info@gmail.com,,Web Form Fillout
10780242,Inactive Investor,Michael Stalker,Portfolio Manager;President;Regulatory Contact;Wealth Advisor,MCS Family Wealth Advisors,michael@mcsfa.com,,Salesforce
10761661,Inactive Investor,Daniel Payne,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",daniel.payne@wellsfargoadvisors.com,,Salesforce
10865425,Inactive Investor,Michael Fullington,Investment Advisor Representative;Owner,"Fullington & Associates, LLC",,,Salesforce
10868197,Inactive Investor,James Songer,Financial Advisor,LPL Financial LLC Abilene TX 3301 N 3rd St,james.songer@lpl.com,,Salesforce
11079689,Inactive Investor,Jarad Bohan,,Jefferies LLC,jbohan@jefferies.com,,Salesforce
9587756,,Mark Lynch,,,mlynch.cfa@gmail.com,,List import
10903647,Inactive Investor,Igal Litovsky,Co-President,Offit Capital,ilitovsky@offitcapital.com,,Salesforce
11064131,Inactive Investor,Michael Osterthun,Portfolio Manager,"Northern Trust Securities, Inc. Broomfield CO Private Residence",michael.osterthun@northerntrust.com,,Salesforce
10884828,Inactive Investor,David Teeter,Technical Service Specialist,"Wells Fargo Advisors Financial Network, LLC Inlet Beach FL 5 Main St",david.teeter@wellsfargoadvisors.com,,Salesforce
10803151,Inactive Investor,Patrick Gamble,Financial Advisor,"Ameriprise Financial Services, LLC Lebanon PA 819 Chestnut St",patrick.gamble@ampf.com,,Salesforce
10795093,Inactive Investor,Grey Prowse,,"Raymond James Financial Services, Inc. Corpus Christi TX 2051 Rodd Field Rd",lewis.prowse@raymondjames.com,,Salesforce
10826901,Inactive Investor,Jamie Urbanski,,"Hantz Financial Services, Inc. Clinton Township MI 24668 William P Rosso Hwy",jamie.sutton@hantzgroup.com,,Salesforce
10765739,Inactive Investor,Steven Gourley,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,steven.gourley@citi.com,,Salesforce
10854936,Inactive Investor,Thomas Duke,,"Cambridge Investment Research, Inc. Ludlow MA 200 Center St",,,Salesforce
103494,,Carlo Biroli,"Chief Executive Officer, Managing Partner",Glendower Capital,carlo.pirzio-biroli@glendowercapital.com,121-265-38400,Manual List Upload
10826879,Inactive Investor,Douglas Sunday,Financial Advisor,"Ameriprise Financial Services, LLC Cockeysville MD Private Residence",douglas.s.sunday@ampf.com,,Salesforce
11067196,Inactive Investor,Alicia Leuven,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",alicia.leuven@schwab.com,,Salesforce
9587334,,Cameron Barsness,,,cbarsness@krbfinancial.com,,List import
9643877,,Daniel St. Pierre,,,dastp13@gmail.com,,List import
9560948,,Gordon Barnes,,,gordon.barnes@fidelity.com,,List import
9625605,,choi jinsuk,,,melisma777@naver.com,,List import
11055683,Inactive Investor,Thomas Keener,,Park Avenue Securities LLC San Diego CA 5405 Morehouse Dr,thomas_keener@glic.com,,Salesforce
10936284,Inactive Investor,Riccardo Selva,,PFS Investments Inc. Taylor MI 22805 Goddard Rd,riccardo.selva@primerica.com,,Salesforce
11120972,Inactive Investor,Marla Campbell,,LPL Financial LLC Suwanee GA 4485 Tench Rd,marla.campbell@lpl.com,,Salesforce
10572595,,RONISANTOSO RONISANTOSO,,,maulanaathar@gmail.com,,Web Form Fillout
10780435,Inactive Investor,Merry Fischer,,Morgan Stanley Medford OR 3103 Signature Ct,merry.fischer@morganstanley.com,,Salesforce
11073907,Inactive Investor,Tara Atwood-Krebs,Financial Advisor,Edward Jones Saint Paul MN 1700 Hwy 36 W,tara.krebs@edwardjones.com,,Salesforce
9642143,,Mwxwell Milliron,,,mwmilloron@gmail.com,,List import
11201636,Inactive Investor,Doran O'Brien,Financial Advisor,Edward Jones Scandia MN 21084 Olinda Trl N,doran.obrien@edwardjones.com,,Salesforce
11058450,Inactive Investor,Jared Houseman,,"CFD Investments, Inc. Sherrill NY 475 Sherrill Rd",jared.houseman@cfdinvestments.com,,Salesforce
9556613,,Luke Heidrich,,,luke.heidrich@fmr.com,,List import
10784368,Inactive Investor,William Lowe,,"Wells Fargo Advisors Financial Network, LLC Myrtle Beach SC 2050 Corp Centre Dr",william.lowe@wellsfargoadvisors.com,,Salesforce
9571799,,Kimberlie Jarrard,,,kjarrard@firsttennessee.com,,List import
10911944,Inactive Investor,Cameron Roth,Vice President,"McDowell Associates Investments, LP",,,Salesforce
11078351,Inactive Investor,Christopher Cook,Financial Advisor,"Ameriprise Financial Services, LLC Kokomo IN 217 E Southway Blvd",christopher.cook@ampf.com,,Salesforce
10772052,Inactive Investor,Niva Bhatt,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
11153127,Inactive Investor,Jo Barsh,,State Farm VP Management Corp. Ocoee FL 317 West Rd,jo.barsh.dd75@statefarm.com,,Salesforce
10766088,Inactive Investor,Jacob Williquette,Analyst - Institutional Consulting;Financial Advisor;Institutional Consultant;Vice President,Morgan Stanley Green Bay WI 111 N Washington St,jake.williquette@morganstanley.com,,Salesforce
10771269,Inactive Investor,Kalvin Grabau-Keele,Managing Director,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",kalvin.grabaukeele@nm.com,,Salesforce
11152546,Inactive Investor,Sterla Eskandari,,J.P. Morgan Securities LLC Glendale CA 1635 W Glenoaks Blvd,stella.eskandari@chase.com,,Salesforce
154480,,Petros Katsambas,,[Unknown],petroskatsambas@gmail.com,,Direct
9589955,,Jeffrey Steele,,,jsteele@silverlakewealth.com,,List import
10783601,Inactive Investor,Donald Pick,Financial Advisor,"Ameriprise Financial Services, LLC Carroll IA 210 E 5th St",don.v.pick@ampf.com,,Salesforce
11092764,Inactive Investor,Robert Carrigg,,"Steward Partners Investment Solutions, LLC Portsmouth NH 145 Maplewood Ave",rob.carrigg@stewardpartners.com,,Salesforce
10942192,Inactive Investor,David Shechtman,,Hilltop Securities Inc.,david.shechtman@hilltopsecurities.com,,Salesforce
10794127,Inactive Investor,Richard Blond,Managing Partner,Proficio Capital Partners LLC,rblond@proficiocap.com,,Salesforce
10765611,Inactive Investor,Michael Eustace,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10893267,Inactive Investor,Bryan Ellis,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,Horizon Investment Counsel LLC,,,Salesforce
11038393,Inactive Investor,James Raine,,"DFPG Investments, LLC Windsor CO 1230 W Ash St",jraine@dfpg.com,,Salesforce
11208124,Inactive Investor,Scott Swanson,Advisor;Chief Operating Officer;Partner,"Quantum Financial Advisors, LLC",scott@quantumadvisors.com,,Salesforce
9597675,,Holly Larkin,,,holly.larkin@circumferencegroup.com,,List import
11201372,Inactive Investor,Julia Vega,,"Raymond James Financial Services, Inc. Dunedin FL 2196 Main St",julia.vega@raymondjames.com,,Salesforce
79846,,Carlette McMullan,"Financial Advisor, Partner, Wealth Advisor",William Blair,cmcmullan@williamblair.com,312-236-1600,
10787007,Inactive Investor,Garrick Long,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,garrick.d.long@jpmorgan.com,,Salesforce
9632973,,John Reilly,,,joreilly@sompo-intl.com,,List import
371080,,Osagie Augustine,,Nigeria,osagieaugustine719@gmail.com,,Salesforce
11114690,Inactive Investor,Agnieszka Granat,,HSBC Securities (USA) Inc.,,,Salesforce
5692466,,engin ören,,,orenasansor@gmail.com,,Web Form Fillout
11048800,Inactive Investor,Feng Chen,Chief Compliance Officer;Investment Advisor;Principal,Silicon Valley Wealth Management,,,Salesforce
372741,,robert miller,,United States,millerortho@yahoo.com,,source
372715,,Samuel Safahi,,United States,samsafahi@gmail.com,,source
9610480,,William Camp,,,gatordeac@bellsouth.net,,List import
10821470,Inactive Investor,William Jackson,Owner,J.G. Jackson & Co.,,,Salesforce
10987953,Inactive Investor,Tyler Meadows,,"Realta Equities, Inc. Pittsburgh PA 603 Stanwix St",,,Salesforce
10866299,Inactive Investor,Melissa Alvarado,,"Transamerica Financial Advisors, Inc Anaheim CA 300 S Harbor Blvd",melissa.alvarado@tfaconnect.com,,Salesforce
11072197,Inactive Investor,Bradley Barlow,,J.P. Morgan Securities LLC Salt Lake City UT 6255 S State St,bradley.barlow@jpmorgan.com,,Salesforce
11060575,Inactive Investor,James Crumpton,Managing Director;President,"Gulfstream Capital, LLC",,,Salesforce
10875417,Inactive Investor,Jesse Wang,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jessewang88@ml.com,,Salesforce
10989890,Inactive Investor,Sabeen Shah,,J.P. Morgan Securities LLC Shirley NY 645 William Floyd Pkwy,sabeen.shah@chase.com,,Salesforce
11149816,Inactive Investor,Thomas Rivelli,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tom.rivelli@tiaa.org,,Salesforce
10773871,Inactive Investor,James Wright,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Mary FL 250 International Pkwy",,,Salesforce
4908186,,Evgeniya Eremeeva,,,eremeeva_jane@list.ru,,Web Form Fillout
11044870,Inactive Investor,Mark Drinnan,Executive Director;Financial Advisor,Morgan Stanley Austin TX 8701 Bee Caves Rd,mark.drinnan@morganstanley.com,,Salesforce
10819304,Inactive Investor,Lauren Petrone,Assistant Vice President;Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,lauren.petrone@morganstanley.com,,Salesforce
10990820,Inactive Investor,Nicholas Sowers,,"KCD Financial, Inc. West Palm Beach FL 700 S Rosemary Ave",,,Salesforce
11068799,Inactive Investor,Samuel Santiago,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",s_santiago@ml.com,,Salesforce
11167824,Inactive Investor,Michael Wolcott,,PFS Investments Inc. Indianapolis IN 8383 Craig St,,,Salesforce
9554009,,Kenneth Block,,,ken.block@transamerica.com,,List import
10845929,Inactive Investor,Robert Hickox,Financial Advisor,Edward Jones Lake Elsinore CA 31569 Canyon Estates Dr,robert.hickox@edwardjones.com,,Salesforce
11131781,Inactive Investor,Buhm Nam,Financial Professional;Investment Advisor Representative,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",bnam@financialguide.com,,Salesforce
229411,, -,,[[Unknown]],nicolasbarilarip@gmail.com,,Organic Search
10780377,Inactive Investor,Lisa Kopff,,J.P. Morgan Securities LLC Saddle Brook NJ 250 Pehle Ave,lisa.kopff@jpmorgan.com,,Salesforce
11106598,Inactive Investor,Felicia Posil,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley New York NY 101 Park Ave,felicia.spangehl@morganstanley.com,,Salesforce
9616653,,John Belue,,,pfsjrb@yahoo.com,,List import
10794091,Inactive Investor,John Wilson,Executive Director,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10810063,Inactive Investor,John Palmer,,"American Portfolios Financial Services, Inc. Canfield OH 3744 Starrs Centre Dr",jpalmer@americanportfolios.com,,Salesforce
225541,,Jeremy -,Financial Planner,Lincoln Financial Advisors Corporation,jeremy.ditullio@lfg.com,440-617-6677,Initial Salesforce Import
11172829,Inactive Investor,Alicia Barnhart,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,alicia.barnhart@fidelity.com,,Salesforce
245962,,Not Provided,,'-,kpklaich@gmail.com,,Manual List Upload
10759623,Inactive Investor,Alexander Jaques,,Goldman Sachs & Co. Boston MA 125 High St,alexander.jaques@gs.com,,Salesforce
10829807,Inactive Investor,Gordon Smith,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
9628728,,ROBERT FAMA,,,robert@ciphertrace.com,,List import
10863695,Inactive Investor,Kathryn Davis,Chief Compliance Officer;Managing Member,"Pelican Investment Advisors, LLC",,,Salesforce
10989277,Inactive Investor,Kaylee Guerra,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,kaylee.guerra@fmr.com,,Salesforce
9606253,,Dwain Stevenson,,,yamuyaze@gmail.com,,List import
10931553,Inactive Investor,Kathleen Shedler,,"Osaic Wealth, Inc. Rochester NY 800 Linden Ave",,,Salesforce
10886613,Inactive Investor,Jack Reasner,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
370849,,Shrihari Pandit,,United States,spandit@stealth.net,,Salesforce
11053034,Inactive Investor,Timothy Gonyo,Financial Advisor,"MML Investors Services, LLC Plattsburgh NY 175 Boynton Ave",tgonyo@financialguide.com,,Salesforce
9629917,,YC Jao,,,ycrao0204@gmail.com,,List import
10825226,Inactive Investor,Timothy Reidy,,The O.N. Equity Sales Company Carmel IN 101 E Carmel Dr,tim_reidy@onesco.net,,Salesforce
11033966,Inactive Investor,Seth Cathey,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11133431,Inactive Investor,Todd Lockhart,,"MML Investors Services, LLC Winston-Salem NC 4711 Randall St",tlockhart@financialguide.com,,Salesforce
10764253,Inactive Investor,Frank Nightingale,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Phoenix AZ 2801 E Camelback Rd",,,Salesforce
10811366,Inactive Investor,Edward Haywood,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Seattle WA 401 Union St",ed.haywood@rbc.com,,Salesforce
11086706,Inactive Investor,Mara Williams,Senior Client Specialist,Robert W. Baird & Co. Incorporated Holland MI 85 E 8th St,mwilliams@rwbaird.com,,Salesforce
10965668,Inactive Investor,Jesica Andrews,Registered Client Service Associate,"Raymond James & Associates, Inc. Bradenton FL 8120 Lakewood Main St",jesica.andrews@raymondjames.com,,Salesforce
10772835,Inactive Investor,Anne Lloyd,Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",anne.lloyd@wellsfargo.com,,Salesforce
9611433,,Steven Ekechuku,,,sekechuku@gmail.com,,List import
11080583,Inactive Investor,Michael Murphy,Financial Advisor,Edward Jones Windham NH 1 Wall St,michael.murphy2@edwardjones.com,,Salesforce
10910844,Inactive Investor,Emerson Paul,,"Concourse Financial Group Securities, Inc. Ephrata PA 226 S Reading Rd",emerson.paul@concoursefinancial.com,,Salesforce
10954490,Inactive Investor,Alan Gortmaker,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Grand Rapids MI 99 Monroe Ave NW",al.gortmaker@benjaminfedwards.com,,Salesforce
11147542,Inactive Investor,Amanda Carlson,Client Service Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,amanda.carlson@morganstanley.com,,Salesforce
11070940,Inactive Investor,Zhong Zhao,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Wellesley Hills MA 112 Worcester St,zhong.zhao@morganstanley.com,,Salesforce
11161125,Inactive Investor,Craig Ostrom,Branch Manager;Senior Vice President,"Northland Securities, Inc. Milwaukee WI 2675 N Mayfair Rd",costrom@northlandsecurities.com,,Salesforce
236143,, -,,[[Unknown]],kazmierczak.kamil1996@gmail.com,,
9621496,,Karl Maser,,,karlmaser@yahoo.com,,List import
5406190,,John Weis,,,weis2kalona@yahoo.com,,Web Form Fillout
9629021,,Armand Rappaport,,,hankport@aol.com,,List import
11058759,Inactive Investor,Robert McCormick,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11120504,Inactive Investor,Boyd Clark,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9647662,,Pablo Gonzalez,,,pgonzale@unicaja.es,,List import
11046584,Inactive Investor,Robert Riley,,Mutual Trust Company of America Securities,robert@mutualtrustco.com,,Salesforce
10796699,Inactive Investor,Andrew Weinkle,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Greer SC Private Residence",andrew.weinkle@wellsfargoadvisors.com,,Salesforce
374107,,greg tavalsky,,[Unknown],gregtgg2@nc.rr.com,,source
10821900,Inactive Investor,Trevor Jones,Branch Manager;Managing Director,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",trevor.jones@ampf.com,,Salesforce
9638756,,James Schreiber,,,jschreiber@tici.com,,List import
11021507,Inactive Investor,Mateusz Kornec,,J.P. Morgan Securities LLC Skokie IL 5550 Touhy Ave,mateusz.kornec@jpmorgan.com,,Salesforce
10963791,Inactive Investor,Karl Hendrickson,Shareholder,"Aventail Wealth Management, LLC",,,Salesforce
10774060,Inactive Investor,Omar Morales-Vazquez,Regional Vice President,PFS Investments Inc. Orlando FL 7800 Southland Blvd,omar.moralesvazquez@primerica.com,,Salesforce
233359,, -,,[[Unknown]],nextgenrevpar@gmail.com,,
9625886,,James Bond,,,dodgymexican123@gmail.com,,List import
10931309,Inactive Investor,Matthew Conroy,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cary NC 223 Weston Pkwy",matthew.conroy@schwab.com,,Salesforce
11151662,Inactive Investor,Tommy Thomas,,"Calton & Associates, Inc. Longview TX 2826-A Bill Owens Pkwy",tthomas@calton.com,,Salesforce
10792099,Inactive Investor,Amy Haverty,,Morgan Stanley,amy.scharadin@morganstanley.com,,Salesforce
9590567,,Brian Williams,,,turbocardinalrg@icloud.com,,List import
11070736,Inactive Investor,Michael Mallon,,"Cambridge Investment Research, Inc. Malden MA 1 Centre St",,,Salesforce
10958876,Inactive Investor,Brian Estes,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
11072497,Inactive Investor,Piankhi Sykes,,J.P. Morgan Securities LLC Goodyear AZ 2071 N Pebble Creek Pkwy,piankhi.sykes@jpmorgan.com,,Salesforce
11156126,Inactive Investor,Frank Weber,Financial Advisor,Edward Jones Hillsboro MO 765 Maple St,frank.weber@edwardjones.com,,Salesforce
11165923,Inactive Investor,Noor Bucholz,,"Osaic Wealth, Inc.",,,Salesforce
9646316,,st wilk,,,sjrwilkins@gmail.com,,List import
11062935,Inactive Investor,Sofia Hernandez,Associate Representative,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,sofia.hernandez@thrivent.com,,Salesforce
346751,,Stephen Eisenstein,Partner,"Harvest Partners, Lp",seisenstein@harvestpartners.com,212-599-6300,Manual List Upload
10872726,Inactive Investor,Rory Bobigan,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,rory.bobigan@ubs.com,,Salesforce
10816726,Inactive Investor,Richard Swink,Client Solutions Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,rick.swink@edwardjones.com,,Salesforce
9622554,,Sanjay Patra,,,sanjaypatra@hotmail.com,,List import
10615816,,Leland Galan,,,leland.galan@jpmorgan.com,,List Import
10838224,Inactive Investor,Leslie Hale,,"Calton & Associates, Inc. Fort Smith AR Private Residence",lhale@calton.com,,Salesforce
9600009,,Scott Campbell,,,scampbell@sigfig.com,,List import
11146958,Inactive Investor,Dean Berube,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
226918,, -,,[[Unknown]],myway680@aol.com,,
9607136,,asda dsads,,,osga@hotmail.com,,List import
11140969,Inactive Investor,Brian Hungerford,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas GA 103 Thomas B Murphy Dr",brian.hungerford@wellsfargo.com,,Salesforce
10784940,Inactive Investor,John Dimarzio,Investment Advisor,"Concourse Financial Group Securities, Inc. Southampton PA 501 Lakeside Park",john.dimarzio@concoursefinancial.com,,Salesforce
10775980,Inactive Investor,Michael Walker,Premier Banker,"Wells Fargo Clearing Services, LLC Osseo MN 6225 Sycamore Ln N",,,Salesforce
238318,,wmikebarnes@gmail.com Barnes,,[Unknown],wmikebarnes@gmail.com,,
11075212,Inactive Investor,Andres Salgado,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 1042 Madison Ave,,,Salesforce
10960203,Inactive Investor,John Franzago,Financial Advisor,"Osaic Wealth, Inc. West Dennis MA 306 Main St",,,Salesforce
11230479,Inactive Investor,David Lesko,,"Pruco Securities, LLC. Boca Raton FL 5355 Town Center Rd",,,Salesforce
190704,,robert macko,,[Unknown],rmacko3013@yahoo.com,,
9621112,,ALEXI TYLOR,,,atylor@dr.com,,List import
11080359,Inactive Investor,Ryan Burns,Director;Relationship Manager,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",bryan@northerntrust.com,,Salesforce
9594896,,David Elliott,,,kyle@wstam.com,,List import
11167536,Inactive Investor,Lorraine Medina,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",medina.lorraine@principal.com,,Salesforce
10696200,,MARTHA McKinley,,MARSTONE LLC,mmckinley@marstone.com,,List Import
10845656,Inactive Investor,Tyler Braun,Financial Advisor;Financial Professional,Money Concepts Capital Corp Libertyville IL 1509 N Milwaukee Ave,tbraun@moneyconcepts.com,,Salesforce
10935818,Inactive Investor,Richard Oreilly,,"American Trust Investment Services, Inc. Chicago IL 230 W Monroe St",r.oreilly@amtruinvest.com,,Salesforce
10894467,Inactive Investor,Denise Carcel,Chief Compliance Officer;Managing Member,Alpha Rising Advisors LLC,denise@alpharisingadvisors.com,,Salesforce
9620374,,Bibi Chou,,,bibi.chou420@gmail.com,,List import
9577672,,Panuwat Saihomhuan,,,panuwatsai9@gmail.com,,List import
10778355,Inactive Investor,Shannon Chase,Assistant Vice President;Director - Business Strategy,Morgan Stanley Traverse City MI 300 E Front St,shannon.chase@morganstanley.com,,Salesforce
10784739,Inactive Investor,Christopher Connell,Senior Financial Advisor;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",chris_connell@ml.com,,Salesforce
11027966,Inactive Investor,Patrick Velasco,,"Kestra Investment Services, LLC Torrance CA 24576 Hawthorne Blvd",,,Salesforce
10868925,Inactive Investor,Michael Doyle,Owner;Partner,Legacy Harbor,mdoyle@legacyharbor.net,,Salesforce
11174394,Inactive Investor,Tracy Zuelke,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,tracy.zuelke@jpmorgan.com,,Salesforce
10973630,Inactive Investor,Jeffrey Genaw,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,jeff.genaw.uykc@statefarm.com,,Salesforce
11160044,Inactive Investor,Emma Ruk,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11223110,,Daniel Gallagher,,,dgallagher@firstrepublic.com,,List Import
10911046,Inactive Investor,John Baird,Financial Advisor,LPL Financial LLC Ridgeland MS 220 Trace Colony Park Dr,john.baird@lpl.com,,Salesforce
9569309,,Roya Moltaji,,,rmoltaji@financialguide.com,,List import
244515,,Cindy Mihalova,Ligo Partners,Ligo Partners,cm@ligopartners.com,,Manual List Upload
10819162,Inactive Investor,Guillermo Cornejo,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",guillermo.cornejo@ml.com,,Salesforce
11046737,Inactive Investor,Elisha Comfort,Wealth Management Associate,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,,,Salesforce
9208980,,Alton Wilhoit,,,altonwilhoit@gmail.com,,Web form fillout
10997084,Inactive Investor,Emily Norland,,State Farm VP Management Corp. Mankato MN 1613 N Riverfront Dr,,,Salesforce
10803229,Inactive Investor,Richard Spurlock,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,richard.spurlock@fidelity.com,,Salesforce
11056182,Inactive Investor,Brian Stuckey,Relationship Banker,"Wells Fargo Clearing Services, LLC Bothell WA 16330 Bothell Everett Hwy",,,Salesforce
11260128,Inactive Investor,James Yau,Banker;Senior Associate,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,james.yau@jpmorgan.com,,Salesforce
11017063,Inactive Investor,Josie Sauer,,"Equitable Advisors, LLC Cincinnati OH 4000 Smith Rd",josie.sauer@equitable.com,,Salesforce
9643325,,Garick Zillgitt,,,gzillgitt@gmail.com,,List import
10972117,Inactive Investor,Janelle Brewer,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",janelle.brewer@tiaa.org,,Salesforce
11030712,Inactive Investor,Michael Bale,,LPL Financial LLC Moorhead MN 1333 8th St S,michael.bale@lpl.com,,Salesforce
9632141,,Matthew Walsh,,,matthew.walsh1@sc.com,,List import
10841891,Inactive Investor,Houston Sanders,,J.P. Morgan Securities LLC Bloomfield Hills MI 2480 W Maple Rd,houston.r.sanders@chase.com,,Salesforce
11005583,Inactive Investor,Kevin Yorgensen,Financial Advisor;Investment Advisor,The Estate Planners Group Naples FL 5660 Strand Ct,kevin@epgnow.net,,Salesforce
11101600,Inactive Investor,Stephen Foley,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
10978425,Inactive Investor,Sung Park,,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",,,Salesforce
10865061,Inactive Investor,Lawrence Friedrichs,Member;Owner,"Friedrichs Financial Alliance, L.L.C.",,,Salesforce
10833304,Inactive Investor,Tanner Luehrs,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Plano TX 7001 Independence Pkwy",tanner.luehrs@ml.com,,Salesforce
11004080,Inactive Investor,Cynthia Pillard,,"Hornor, Townsend & Kent, LLC College Grove TN Private Residence",cpillard@htk.com,,Salesforce
11174100,Inactive Investor,Thomas Treshock,Financial Advisor,"Strategic Wealth Investment Group, LLC Charlotte NC 13146 Ballantyne Corporate Pl",,,Salesforce
40596,,Molly Root,Financial Consultant,Thrivent Investment Management Inc.,molly.root@thrivent.com,952-400-0554,
10838021,Inactive Investor,Paul White,Financial Advisor,Edward Jones Fredericksburg TX 701 S Adams St,david.white@edwardjones.com,,Salesforce
10847163,Inactive Investor,Philip Thorman,,"MML Investors Services, LLC Crown Point IN 9800 Connecticut Dr",pthorman@financialguide.com,,Salesforce
10791202,Inactive Investor,Rosemary Phillips,Financial Advisor;Second Vice President,Morgan Stanley Stuart FL 729 SW Federal Hwy,rosemary.g.phillips@morganstanley.com,,Salesforce
10788786,Inactive Investor,Jason Wickersham,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jason.wickersham@fidelity.com,,Salesforce
1001832,Inactive Investor,George Li,Director of Investment Research,Eideard Group,george@eideardgroup.com, +1 603 471 9909,
9574065,,Joseph Spidalieri,,,joe@ancora.net,,List import
10828368,Inactive Investor,Jennifer Shinn,Financial Advisor,Edward Jones Willmar MN 1617 Hwy 12 E,jennifer.shinn@edwardjones.com,,Salesforce
11097714,Inactive Investor,Ryan Sanford,,"Avantax Investment Services, Inc. Phoenix AZ 2040 W Whispering Wind Dr",,,Salesforce
10489132,,Aaron Hunter,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",aaron.hunter@ampf.com,972-244-5800,List Import
11062845,Inactive Investor,Phillip Lobaugh,,NYLIFE Securities LLC Chambersburg PA Private Residence,plobaugh@ft.newyorklife.com,,Salesforce
10887568,Inactive Investor,Alan Nishimoto,,"Osaic Wealth, Inc. Honolulu HI 1585 Kapiolani Blvd",,,Salesforce
11153124,Inactive Investor,Ryan Mohwinkle,,State Farm VP Management Corp. Topeka KS 3625 SW 29th St,,,Salesforce
11159686,Inactive Investor,Nicholas Mapp,,"RBC Capital Markets, LLC",,,Salesforce
11138057,Inactive Investor,Amanda Nelson,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Omaha NE 13321 California St",amanda.v.nelson@ml.com,,Salesforce
10770731,Inactive Investor,Michael Lesher,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",michael.lesher@ml.com,,Salesforce
11230444,Inactive Investor,Bingjie Zhu,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,bzhu04@ft.newyorklife.com,,Salesforce
10943983,Inactive Investor,Elie Richard,,PFS Investments Inc. Pompano Beach FL 1000 W McNab Rd,elie.richard@primerica.com,,Salesforce
11061251,Inactive Investor,Randy Weathers,,NYLIFE Securities LLC Red Bluff CA Private Residence,rweathers@ft.newyorklife.com,,Salesforce
9592953,,Michael Egan,,,megan@monroecap.com,,List import
10914592,Inactive Investor,Jan Pretorius,Financial Advisor,"Pruco Securities, LLC. Parkton MD Private Residence",jan.pretorius@prudential.com,,Salesforce
10811672,Inactive Investor,Gregory Smith,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",,,Salesforce
10989949,Inactive Investor,Douglas McIntosh,,"Empower Financial Services, Inc",douglas.mcintosh@empower.com,,Salesforce
105545,,Wijaya Jayasinghe,Planning Manager,Unilever,lalith.jayasinghe25@gmail.com,,
11039405,Inactive Investor,Anthony Gancitano,,"Allstate Financial Services, LLC Sarasota FL 5706 Clark Rd",nino@allstate.com,,Salesforce
11077972,Inactive Investor,Andrew Morris,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10924599,Inactive Investor,Mark Goldie,,NYLIFE Securities LLC Houston TX 1200 Post Oak Blvd,mgoldie@ft.newyorklife.com,,Salesforce
11055000,Inactive Investor,Rebecca Murphy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9588808,,Guy Keefer,,,guy@keeferpension.com,,List import
10999127,Inactive Investor,Jay Baitner,Financial Advisor,Park Avenue Securities LLC Hollywood FL 2901 Simms St,,,Salesforce
11230091,Inactive Investor,Courtney Garza,,&Partners Saint Louis MO 7701 Forsyth Blvd,,,Salesforce
11231665,Inactive Investor,Dominic Sanderson,,Fidelity Brokerage Services LLC,,,Salesforce
10874410,Inactive Investor,David Mosher,,"Horace Mann Investors, Inc. East Windsor CT 24A Pasco Dr",david.mosher@horacemann.com,,Salesforce
11172153,Inactive Investor,Ryann Syvertsen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11115907,Inactive Investor,Ann Clarke,Investment Associate,"RBC Capital Markets, LLC Greenville SC 401 N Main St",ann.clarke@rbc.com,,Salesforce
9605085,,GARRETT FLEMING -,,,garrett1919@gmail.com,,List import
10914679,Inactive Investor,Zhongyi Yu,,Evercore Group L.L.C.,,,Salesforce
10759874,Inactive Investor,William Lang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. McLean VA 1650 Tysons Blvd",william.lang@schwab.com,,Salesforce
11046453,Inactive Investor,Homer Thornton,,"Cambridge Investment Research, Inc. Denison TX Private Residence",,,Salesforce
11052392,Inactive Investor,Joseph Morganti,Associate Complex Manager;Branch Manager;Executive Director,Morgan Stanley Berwyn PA 899 Cassatt Rd,joseph.morganti@morganstanley.com,,Salesforce
10763233,Inactive Investor,Robert Soyring,Senior Investment Management Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",robert_soyring@ml.com,,Salesforce
10974293,Inactive Investor,Donna Gerace,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10896919,Inactive Investor,Geoffrey Hathhorn,,MissionSquare Investment Services,ghathhorn@icmarc.org,,Salesforce
11149524,Inactive Investor,Emily Schmitt,,"Empower Financial Services, Inc Asbury IA Private Residence",emily.schmitt@empower.com,,Salesforce
9642546,,Ruggero Di Benedetto,,,ruggero.dibenedetto@gmail.com,,List import
368075,,Forsan M Alzubidi,Self-Employed,,alforsan1988@aol.com,16027610065,Webinar
11059222,Inactive Investor,Kareem Aboul-Hosn,,"Bankers Life Securities, Inc. Clearwater FL 73 N Park Place Blvd",kareem.aboul-hosn@bankerslife.com,,Salesforce
338583,,Scott Maclaren,Managing Director,"The Sterling Group, L.p.",smaclaren@sterling-group.com,713-877-8257,Manual List Upload
11102956,Inactive Investor,Diedre Foster,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,,,Salesforce
11042966,Inactive Investor,Rolando Romo,,"Farmers Financial Solutions, LLC El Centro CA 1028 Adams Ave",,,Salesforce
10902936,Inactive Investor,Thomas Santangelo,Client Associate,Morgan Stanley Boca Raton FL 4855 Technology Way,,,Salesforce
11070860,Inactive Investor,Andrew Hoy,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",andrew.j.hoy@nm.com,,Salesforce
11204206,Inactive Investor,Bryan Hanks,,"Northwestern Mutual Investment Services, LLC Richardson TX 2920 Telecom Pkwy",,,Salesforce
10839298,Inactive Investor,James Martin,Financial Consultant;Vice President,"First Citizens Investor Services, Inc. Goldsboro NC 2600 Medical Office Pl",jamie.martin@firstcitizens.com,,Salesforce
9572219,,vincent view,,,784716308@qq.com,,List import
10618150,,Douglas Carr,,,douglas.carr@ceterawealth.com,,List Import
233468,, -,,[[Unknown]],sopuluchukwunweke@gmail.com,,
11220429,,Christopher McDermott,,,cmcdermott@edelmanfinancialengines.com,,Other
11081914,Inactive Investor,Eldon Robinson,,PFS Investments Inc. Gilbert AZ 4365 E Pecos Rd,eldon.robinson@primerica.com,,Salesforce
10895270,Inactive Investor,Luke Austin,Financial Advisor,Edward Jones Hanover PA 490 Eisenhower Dr,luke.austin@edwardjones.com,,Salesforce
10826499,Inactive Investor,Shari Stiles,Client Service Associate,"Raymond James & Associates, Inc. Bluffton SC 27 Towne Dr",shari.stiles@raymondjames.com,,Salesforce
10999737,Inactive Investor,Carrie Camino,,PFS Investments Inc. Myrtle Beach SC 4600 Oleander Dr,carrie.camino@primerica.com,,Salesforce
10899334,Inactive Investor,Mark Lux,Wealth Advisor,Shoreline Wealth Advisors Carmel IN 11495 N Pennsylvania St,mark@shoreline-llc.com,,Salesforce
11049512,Inactive Investor,James Kaing,Financial Advisor,"Wells Fargo Clearing Services, LLC Porter Ranch CA 19767 Rinaldi St",james.kaing@wellsfargo.com,,Salesforce
10788510,Inactive Investor,Ryan Haffey,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Erie PA 510 Cranberry St",ryan.haffey@ml.com,,Salesforce
11208879,Inactive Investor,Pamela Tompkins,,"Osaic Wealth, Inc. Pensacola FL 4754 N 9th Ave",,,Salesforce
11096831,Inactive Investor,Jordan Baird,Chief Compliance Officer;Founder;Managing Member;Portfolio Manager,AKAMAI Capital Advisors,jordan@akamaicapitaladvisors.com,,Salesforce
211799,,Paul Not Provided,Reporter,Wall Street Journal,paul.kiernan@wsj.com,,Manual List Upload
11119282,Inactive Investor,Carolina Smith,,"Wells Fargo Clearing Services, LLC Long Beach CA 4601 E 2nd St",,,Salesforce
10826664,Inactive Investor,Marc Merber,Financial Representative,Park Avenue Securities LLC Garden City NY 900 Stewart Ave,marc_merber@glic.com,,Salesforce
11203091,Inactive Investor,Michael Laven,Chief Executive Officer,Canterbury Consulting Incorporated,mlaven@canterburyconsulting.com,,Salesforce
11232937,Inactive Investor,Chirag Delwadia,Vice President,"Wells Fargo Clearing Services, LLC Nashville TN 150 3rd Ave S",chirag.delwadia@wfa.com,,Salesforce
10926679,Inactive Investor,Kyle De Paolo,Chief Compliance Officer;Co-Founder;Managing Member;Principal,DePaolo & May Strategic Wealth LLC,,,Salesforce
10801810,Inactive Investor,Martin McMahon,Financial Advisor,Edward Jones Windsor CT 37 Maple Ave,marty.mcmahon@edwardjones.com,,Salesforce
10817409,Inactive Investor,Albert Fredette,Financial Consultant,"Equitable Advisors, LLC Glens Falls NY Private Residence",albert.fredette@equitable.com,,Salesforce
223747,,David Engleman,,Private,dengleman@sbcglobal.net,2144585798,
10936502,Inactive Investor,Don Parkhill,Financial Advisor,LPL Financial LLC Columbus OH 7650 Rivers Edge Dr,don.parkhill@lpl.com,,Salesforce
11025563,Inactive Investor,Daniel Calmelat,,"Transamerica Financial Advisors, Inc Las Vegas NV 8861 W Sahara Ave",daniel.calmelat@transamerica.com,,Salesforce
9565040,,Laura Werner,,,laura.werner@huntington.com,,List import
10975016,Inactive Investor,Jamie Kuskil,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",jamie.kuskil@nm.com,,Salesforce
11097290,Inactive Investor,Kimberly Zerbarini,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",kimberly.schimkus@ml.com,,Salesforce
9543048,,James Wiley,,,jjjjwiley87@gmail.com,,List import
222093,,ernest Lawson,,[Unknown],coachlawson99@gmail.com,,
11148541,Inactive Investor,Khoan Chau,,"Equitable Advisors, LLC Walnut Creek CA 2175 N California Blvd",khoan.chau@equitable.com,,Salesforce
11075340,Inactive Investor,Dennis Howie,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,dennis.howie@gs.com,,Salesforce
11175754,Inactive Investor,Hillary Hecht,,Goldman Sachs & Co.,,,Salesforce
353187,,James Buro,President,Wall Street Speaking,jimburo@optonline.net,,Event
11112690,Inactive Investor,Sheila Guzzy,,"Empower Financial Services, Inc Lancaster PA Private Residence",sheila.guzzy@empower.com,,Salesforce
9568339,,Dune Thorne,,,dthorne@brownadvisory.com,,List Import
10939571,Inactive Investor,Steven Fuerbacher,,LPL Financial LLC Eatontown NJ 2 Industrial Way W,steven.fuerbacher@lpl.com,,Salesforce
9579467,,Maria Herrera,,,mherrera@chglobalcapital.com,,List import
10487113,,Coy Prewitt,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",coy.prewitt@ml.com,,List Import
10799038,Inactive Investor,Matthew Shibata,Chief Compliance Officer;Managing Member;Managing Partner,"Morling Financial Advisors, LLC",matt@morlingadvisors.com,,Salesforce
11209798,Inactive Investor,Craig Lodge,,B. Riley Wealth Management,craiglodge@brileywealth.com,,Salesforce
10998173,Inactive Investor,Steven Foster,,"J.W. Cole Financial, Inc. Tucson AZ 310 S Williams Blvd",,,Salesforce
11007017,Inactive Investor,Ulysses Enario,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Seal Beach CA 13900 Seal Beach Blvd,ulysses.enario@jpmorgan.com,,Salesforce
232294,, -,,[[Unknown]],ningchenying@gmail.com,,Direct
11184198,Inactive Investor,Stephen Applebaum,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",stephen.e.applebaum@ml.com,,Salesforce
11063030,Inactive Investor,Stein Olavsrud,Chief Compliance Officer;Executive Vice President;Vice President,FBB Capital Partners Easton MD 127 N Washington St,stein@fbbcap.com,,Salesforce
9542852,,Guillaume CIEPIELA,,,guillaumeciepiela@gmail.com,,List import
10834989,Inactive Investor,Jeanne Sullivan,Founder;Managing Member;Principal,Financially In Tune,jeanne@financiallyintune.com,,Salesforce
10974415,Inactive Investor,Kimberly Harrell,,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",kimberly.harrell@raymondjames.com,,Salesforce
9577103,,Serin philip,,,serinphilip1@gmail.com,,List import
11122748,Inactive Investor,Kanan Mehren,Executive Director,J.P. Morgan Securities LLC Rancho Palos Verdes CA 31250 Palos Verdes Dr W,kanan.mehren@jpmorgan.com,,Salesforce
11143904,Inactive Investor,James Summers,Financial Advisor,Edward Jones Durham NC 2200 W Main St,craige.summers@edwardjones.com,,Salesforce
11210406,Inactive Investor,Remington Rabins,Investment Specialist,J.P. Morgan Securities LLC Denver CO 1455 16th St,remington.rabins@jpmorgan.com,,Salesforce
11164949,Inactive Investor,Michael Fasano,,Cetera Advisors LLC Roscoe IL 5871 Elevator Rd,,,Salesforce
5711,, -,,[[Unknown]],8860682@gmail.com,,Initial Salesforce Import
10777353,Inactive Investor,Jeffrey Goodstein,Financial Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,jeffrey.goodstein@morganstanley.com,,Salesforce
10695782,,Donald Klotter,,EFG New Capital,donald.klotter@efgam.com,,List Import
9601891,,RAGAN Nimit,,,nragan@gmail.com,,List import
11174725,Inactive Investor,Katie Western,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. East Lansing MI 1111 Michigan Ave",,,Salesforce
9610881,,Anders Rahm,,,crypto@andersrahm.ch,,List import
9562492,,Bridget Higgins,,,bhiggins@hamiltonlane.com,,List import
10859814,Inactive Investor,Lance Fravel,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lance.fravel@fidelity.com,,Salesforce
11115963,Inactive Investor,Daniel McCombs,,"Wells Fargo Advisors Financial Network, LLC Woodland Hills CA 21700 Oxnard St",daniel.mccombs@wfafinet.com,,Salesforce
11239143,Inactive Investor,Dom Cagliuso,,1ST SUMMIT BANK,dcagliuso@1stsummit.bank,,Salesforce
9609521,,Mike Manzo,,,michaeljmanzo1587@gmail.com,,List import
10937371,Inactive Investor,Kristopher McArdle,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10899654,Inactive Investor,Gregory Dible,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",gregory.dible@ampf.com,,Salesforce
9570758,,Susan Meissner,,,smeissner@stratoswealthpartners.com,,List import
10987463,Inactive Investor,Stephanie Garcia,,PFS Investments Inc. Oakland NJ 48 Spruce St,stephanie.garcia@primerica.com,,Salesforce
10804471,Inactive Investor,Matthew Heafner,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",matthew.heafner@ml.com,,Salesforce
10973774,Inactive Investor,Lin Kong,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",lin.kong@tfaconnect.com,,Salesforce
11001153,Inactive Investor,Allen Kaufmann,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,allenkaufmann@statefarm.com,,Salesforce
9543434,,Carmen Goldsmith,,,ccheung@massmutual.com,,List import
10825338,Inactive Investor,Anmar Sarafa,President;Regulatory Contact,Steward Capital Management,asarafa@stewardcapital.com,,Salesforce
107544,,Ryan Friedman,Student (I manage family assets),Military,ryanfriedman1997@gmail.com,8582855428,Organic Search
11099280,Inactive Investor,James McNamara,,Goldman Sachs & Co.,james.mcnamara@gs.com,,Salesforce
10993851,Inactive Investor,Alaina Kolpin,,LPL Financial LLC Worthington MN 201 9th St,,,Salesforce
11126183,Inactive Investor,Jerry Goss,,LPL Financial LLC Baton Rouge LA 10235 Jefferson Hwy,jerry.goss@lpl.com,,Salesforce
10754654,Inactive Investor,Clay Rucker,Managing Director;Senior Vice President,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",clay.rucker@raymondjames.com,,Salesforce
11162728,Inactive Investor,Carlos Carrillo,Premier Banker,"Wells Fargo Clearing Services, LLC Arlington VA 1011 N Stafford St",carlos.carrillo@wellsfargo.com,,Salesforce
11008263,Inactive Investor,Rachelle Sullivan,,"FBL Marketing Services, LLC Davenport IA 2720 W Locust St",rachelle.sullivan@fbfs.com,,Salesforce
11141877,Inactive Investor,Kristin Richards,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2170 Satellite Blvd",,,Salesforce
11161110,Inactive Investor,John Moore,,"Brean Capital, LLC Dallas TX 8117 Preston Rd",,,Salesforce
11233448,Inactive Investor,Richard Erikson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10797716,Inactive Investor,Mary Doten,,Morgan Stanley Boston MA 28 State St,mary.rose.doten@morganstanley.com,,Salesforce
334554,,Jamie Pike,Construction Coordinator,Alatus Capital Ltd,jlpike@alatusllc.com,412-273-50011,Manual List Upload
9581064,,Dan Vene,,,danvene@hotmail.com,,List import
226332,,Sean Cook,,[[Unknown]],cook.seanm@gmail.com,215-900-3370,Initial Salesforce Import
10505879,,Jerry Samet,Principle,self,jsamet67@gmail.com,818-917-7000,List import
10901796,Inactive Investor,Mark Kuiper,,LPL Financial LLC Grand Rapids MI 1600 E Beltline Ave NE,mark.kuiper@lpl.com,,Salesforce
10851292,Inactive Investor,Susan Minch,Financial Associate,Thrivent Investment Management Inc. Perrysburg OH 1070 Commerce Dr,susan.minch@thrivent.com,,Salesforce
11087602,Inactive Investor,Thomas Kim,,"Raymond James Financial Services, Inc. Bellevue WA 11747 NE 1st St",thomas.kim@raymondjames.com,,Salesforce
10862612,Inactive Investor,Meagan Crook,,"First Command Brokerage Services, Inc.",mncrook@firstcommand.com,,Salesforce
11134665,Inactive Investor,Melvin Maldonado,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,mmaldonadosantos@primerica.com,,Salesforce
198172,,sam aziz,,United States,sam3046@aol.com,,
11000536,Inactive Investor,Cory Mcelyea,,LPL Financial LLC Madison AL 9238 Madison Blvd,cory.mcelyea@lpl.com,,Salesforce
11114559,Inactive Investor,Peter Neary,,McNally Financial Services Corporation Livonia MI 39111 6 Mile Rd,pneary@mcnallyfinancial.com,,Salesforce
10760065,Inactive Investor,David Chamberland,First Vice President - Wealth Management;Portfolio Management Director;Wealth Advisor,Morgan Stanley Barrington IL 760 W Main St,david.chamberland@morganstanley.com,,Salesforce
9639995,,Mark Sorrells,,,msorrells@goldenleaf.org,,List import
10894997,Inactive Investor,David Tobin,Chief Compliance Officer;Founder;Managing Member,Tobin Investment Planning LLC Yardley PA 1051 Lindenhurst Rd,dtobin@tobininvestmentplanning.com,,Salesforce
9606469,,Álvaro De Benito,,,alvarodbc3@gmail.com,,List import
10835267,Inactive Investor,Wayne Smith,Chief Compliance Officer;Managing Member;Managing Partner,Insight Wealth Partners,wayne.smith@insightwp.com,,Salesforce
11233310,Inactive Investor,Timothy Solon,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10951904,Inactive Investor,Jeffrey Malone,,Park Avenue Securities LLC Atlanta GA 3565 Piedmont Rd NE,jeffrey_malone@glic.com,,Salesforce
11119732,Inactive Investor,Mark Lear,Financial Advisor,"Ameriprise Financial Services, LLC Asheville NC 2 Town Square Blvd",mark.k.lear@ampf.com,,Salesforce
11140366,Inactive Investor,Stephen Smith,Financial Advisor,Edward Jones Chester VA 13135 Rivers Bend Blvd,stephen.smith@edwardjones.com,,Salesforce
9636349,,Lamont Cavanaugh,,,lcavanaugh@pinnacleholdings.net,,List import
9540588,,Josh Weiner,,Serenity - Wicklow,joshua.d.weiner@gmail.com,,List Import
11065307,Inactive Investor,Mary Braun,Vice President - Investments,"Chapin, Davis",mbraun@chapindavis.com,,Salesforce
11136060,Inactive Investor,Tracy Adam-Hinphy,,Commonwealth Financial Network Lancaster NY 5533 Broadway St,tadam-hinphy@commonwealth.com,,Salesforce
10540529,,Garth Erickson,,,garthericksoncpa@gmail.com,,Web Form Fillout
11180993,Inactive Investor,James Bush,,"Cambridge Investment Research, Inc. Marietta GA 320 Cherokee St NE",,,Salesforce
9571237,,Paul Friedman,,,pfriedman@bluemountaincapital.com,,List import
344645,,Peter Calabrese,"Chief Executive Officer, Managing Director, Regulatory Contact",CACM,pcalabrese@canamcapital.com,212-668-0697,Manual List Upload
10818817,Inactive Investor,John Paffendorf,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",greg.paffendorf@wellsfargo.com,,Salesforce
9595089,,Douglas Johnson,,,dejhammer@yahoo.com,,List import
9612647,,Dana D'Andre,,,dandred@mcdmgmt.com,,List import
10956302,Inactive Investor,Logan Gill,Paraplanner,"Ameriprise Financial Services, LLC Marshall MN 122 N 3rd St",logan.1.gill@ampf.com,,Salesforce
248822,,Charles Chen,Treasury,Google,boyuchen@google.com,,Manual List Upload
11074905,Inactive Investor,Donald Davey,Chief Compliance Officer;Director;Senior Portfolio Manager,"Disciplined Equity Management, Inc.",ddavey@demgt.com,,Salesforce
10792948,Inactive Investor,Defina Maluki,Chief Investment Officer;Managing Member,Sagewood Asset Management LP New York NY 3 Bryant Park,defina.maluki@sagewoodam.com,,Salesforce
9646369,,Charles Goodman,,,charles@coinjar.com,,List import
11022346,Inactive Investor,Lori Zimmermann,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,,,Salesforce
10794070,Inactive Investor,Bret Petersen,Financial Advisor,"Wells Fargo Clearing Services, LLC Naperville IL 2056 Westings Ave",bret.petersen@wellsfargoadvisors.com,,Salesforce
9555081,,Ellen Flaherty,,,eflaherty@flputnam.com,,
11203855,Inactive Investor,Robin Reich,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",robin_m_reich@ml.com,,Salesforce
10865495,Inactive Investor,Saul Aquino,,PFS Investments Inc. Southgate CA 3848 Tweedy Blvd,saul.aquino@primerica.com,,Salesforce
10780606,Inactive Investor,Kathryn Rodgers,Wealth Management Client Associate,Morgan Stanley Minneapolis MN 8300 Norman Center Dr,,,Salesforce
9547089,,Andrew Tran,,,andrew.tran@stewardpartners.com,,List import
11191492,Inactive Investor,Maxwell Pray,Director;Investment Advisor;Investment Counselor;Partner;Principal,Clifford Swan Investment Counselors,mpray@cliffordswan.com,,Salesforce
10883914,Inactive Investor,Taylor Moore,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Burbank CA 100 N 1st St",,,Salesforce
11046223,Inactive Investor,Ryan Andrews,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 111 E Schaumburg Rd",ryan.andrews@ampf.com,,Salesforce
222496,,Reiner Gentz,,[Unknown],reiner.gentz@yahoo.com,,Direct
11261131,Inactive Investor,Kellen Brewer,Partner;Portfolio Management Director;Wealth Management Advisor,Optima Capital Management,kellen_brewer@optimacapitalmgt.com,,Salesforce
9562348,,Fernando Poe,,,fernando.poe@fmr.com,,List import
10489964,,Patrisha Lee,,"Ameritas Advisory Services, LLC Plano TX 5465 Legacy Dr",plee@rethink-wealth.com,,List Import
9637893,,Bill Scorse,,,bscorse@drury.edu,,List import
9622135,,Andrew Nelson,,,nelsona50@yahoo.com,,List import
243224,,Wendy Goodyear,"VP, Regional Wealth Management",American Century Investment Management,wendy_goodyear@americancentury.com,18163403070,Manual List Upload
236435,, -,,[[Unknown]],hailpicon@gmail.com,,
10902726,Inactive Investor,Christopher Moore,Financial Wealth Advisor,LPL Financial LLC Richmond VA 567 Southlake Blvd,chris.l.moore@lpl.com,,Salesforce
242013,,Damon Thomas,Senior Enterprise Sales Manager,eMoney  Advisor,dfthomas@emoneyadvisor.com,,Event
9564406,,Randy Dotson,,,fms@usa.com,,List import
10918972,Inactive Investor,Harley Alloway,,"Allstate Financial Services, LLC Austin TX 9415 Burnet Rd",harleyalloway@allstate.com,,Salesforce
11053391,Inactive Investor,Christy Hennessey,Chief Compliance Officer,FRA Wealth Management LLC,,,Salesforce
10904041,Inactive Investor,Charles Floeckher,,Park Avenue Securities LLC Middleton MA 259 S Main St,,,Salesforce
11140708,Inactive Investor,Michael Hickey,,"Regal Securities, Inc. Fort Myers FL 4300 Ford St",mhickey@regalsecurities.com,,Salesforce
10918277,Inactive Investor,Jana Lavanway,Senior Wealth Advisor,"Juncture Wealth Strategies, LLC",jlavanway@juncturewealth.com,,Salesforce
352145,,John Chalk,Partner,"Trinity Portfolio Advisors, Llc",jachalk@chalkcullum.com,817-416-7227,Manual List Upload
11219522,,Jesse Pigoni,,,jesse.pigoni@lpl.com,,Other
11205173,Inactive Investor,Michael Faus,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,michael.faus@primerica.com,,Salesforce
11039413,Inactive Investor,Jason Noakes,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,jason.noakes@morganstanley.com,,Salesforce
10791236,Inactive Investor,David Milling,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Springfield IL 3201 W White Oaks Dr",,,Salesforce
10928594,Inactive Investor,Roland Martinez,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,roland.martinez@lpl.com,,Salesforce
10775643,Inactive Investor,Derek Loomis,Financial Advisor,Edward Jones Cicero NY 6265 State Rte 31,derek.loomis@edwardjones.com,,Salesforce
10947377,Inactive Investor,Phillip Campit,Wealth Advisor,"TIAA-CREF Individual & Institutional Services, LLC Palo Alto CA 535 Cowper St",phil.campit@tiaa.org,,Salesforce
11063962,Inactive Investor,Carlos Massana,,Fidelity Brokerage Services LLC,carlos.massana@fidelity.com,,Salesforce
11056795,Inactive Investor,Matthew Cavallaro,,Fidelity Brokerage Services LLC,matthew.cavallaro@fmr.com,,Salesforce
10951566,Inactive Investor,Kevin Marani,Financial Advisor,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",kevin.marani@prudential.com,,Salesforce
10767411,Inactive Investor,Pamela Brosz,Portfolio Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,pamela.brosz@morganstanley.com,,Salesforce
7120726,,pop loop,,,baweb34695@maazios.com,,Web Form Fillout
11124682,Inactive Investor,Dalton Meckna,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
221082,,Michael O'Reilly,,[Unknown],michael-1994@live.co.uk,,
239311,,James McCrimmon,,[Unknown],mccrimmonjc@icloud.com,,source
2422105,,Rowland Bennett,,,rowlandbennett1@gmail.com,,
9541480,,Andrew Schultz,,,andrew.schultz@morganstanley.com,,List import
351311,,Christopher Baviello,"Assistant Vice President, Finance","Great Point Partners, Llc",cbaviello@gppfunds.com,203-971-3300,Manual List Upload
11229750,Inactive Investor,Tyler Newsom,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",tyler.newsom@nm.com,,Salesforce
10772987,Inactive Investor,Victoria Brewster,Senior Client Service Associate,Morgan Stanley Melbourne FL 8150 N Wickham Rd,,,Salesforce
11100855,Inactive Investor,Stephen O'Neill,,"Avantax Investment Services, Inc. Enid OK 110 N Independence St",,,Salesforce
10777258,Inactive Investor,Theresa Printy,Senior Client Service Associate,UBS Financial Services Inc. Houston TX 750 Town And Country Blvd,theresa.printy@ubs.com,,Salesforce
10783023,Inactive Investor,Peter Kline,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",peter_kline@ml.com,,Salesforce
184378,,William Hunt,retired,na,hunt1and2@cox.net,,
9566240,,James Kettwig,,,jkettwig@fscadvisor.com,,List import
10863553,Inactive Investor,Susan Tate,,"Cambridge Investment Research, Inc. Storrs Mansfield CT 1066 Storrs Rd",state@cambridgesecure.com,,Salesforce
11048127,Inactive Investor,Raquel Andino,,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,frances.andino@ubs.com,,Salesforce
11272122,Inactive Investor,Scott Krowczyk,"Director - Wealth Management, Principal","Choreo, LLC",scott.krowczyk@choreoadvisors.com,815-231-7385,Salesforce
7493734,,Rebecca Smith,,,wkpryuxpflul@bugfoo.com,,Web Form Fillout
10951377,Inactive Investor,Christopher Conflitti,,"Packerland Brokerage Services, Inc. Cedar Springs MI Private Residence",christopher_conflitti@packerlandbrokerage.com,,Salesforce
10852138,Inactive Investor,Raeann Sarsfield,Financial Advisor,"Raymond James & Associates, Inc. Southlake TX 115 Grand Ave",raeann.sarsfield@raymondjames.com,,Salesforce
9594198,,Kristiana Shipway,,,kshipway@stratoswealthpartners.com,,List import
11003497,Inactive Investor,Kristen Bergamo,,"U.S. Bancorp Investments, Inc. Sheboygan WI 605 N 8th St",,,Salesforce
10821586,Inactive Investor,Robert Drury,,LPL Financial LLC Ballwin MO 13611 Barrett Office Dr,robert.drury@lpl.com,,Salesforce
11180330,Inactive Investor,Joseph Vicars,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 1414 Raleigh Rd",joseph.vicars@ml.com,,Salesforce
11185823,Inactive Investor,Mystie Frezza,,Fidelity Brokerage Services LLC Coventry RI Private Residence,,,Salesforce
233236,, -,,[[Unknown]],bevangel@nycap.rr.com,,Organic Search
11049961,Inactive Investor,Nicholas Ferguson,,NYLIFE Securities LLC Middletown PA Private Residence,nferguson@ft.newyorklife.com,,Salesforce
11201871,Inactive Investor,Ayda Lupo,Relationship Manager,Key Investment Services LLC Chester NY 74 Brookside Ave,ayda_lupo@keybank.com,,Salesforce
11206258,Inactive Investor,Shenetta Harmon,,PFS Investments Inc. Phoenix AZ 1819 E Morten Ave,shenetta.harmon@primerica.com,,Salesforce
9591316,,David Demarest,,,david@engagedcapital.com,,List import
9551639,,Blaise Ka,,,ldelbono@mac.com,,List import
9647738,,Jason Randlett,,,jason.randlett@sycamorewealthmanagement.com,,List import
11067483,Inactive Investor,Kenley Abram,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9565634,,Peter Wilkinson,,,pwilkinson@massmutual.com,,List import
9613195,,Debra Cafaro,,,dcafaro@ventasreit.com,,List import
11143157,Inactive Investor,Devin Sixt,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",devin.sixt@ml.com,,Salesforce
129038,,Eric Flick,,"Wealth Enhancement Advisory Services, Llc",eflick@wealthenhancement.com,(704) 525-5208,
9616315,,Briceno Marlena,,,majb@capgroup.com,,List import
9608606,,Joseph VonOsinski,,,vono19@gmail.com,,List import
9637609,,Connie Rickard,,,crickard@elpomar.org,,List import
10999239,Inactive Investor,Oriana Cardarelli,,Purshe Kaplan Sterling Investments,ocardarelli@pksinvest.com,,Salesforce
11052810,Inactive Investor,Abdias Carmona,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11176603,Inactive Investor,Haorong Huang,Senior Wealth Advisor,Citigroup Global Markets Inc. Clifton NJ 378 State RT 3,haorong.huang@citi.com,,Salesforce
11151152,Inactive Investor,Elicia Fultz,,"Ameriprise Financial Services, LLC Jacksonville FL Private Residence",elicia.mundy@ampf.com,,Salesforce
11099824,Inactive Investor,George Koutsioukis,Account Executive,Janney Montgomery Scott LLC Greenville SC 403 Roper Creek Dr,gkoutsioukis@janney.com,,Salesforce
11007375,Inactive Investor,Esteban Romero,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,esteban_romero@vanguard.com,,Salesforce
10962994,Inactive Investor,John Irby,Financial Advisor,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,,,Salesforce
11177186,Inactive Investor,Scot Sageser,Financial Advisor;Managing Director,"Avantax Investment Services, Inc. Bremerton WA 500 Pacific Ave",ssageser@weg1.com,,Salesforce
11081290,Inactive Investor,Deborah Chabot,,State Farm VP Management Corp. Goffstown NH 41 Main St,deb.chabot.t2ct@statefarm.com,,Salesforce
10784927,Inactive Investor,Rachael Chapa,,J.P. Morgan Securities LLC Lansing IL 3115 Ridge Rd,rachael.chapa@jpmorgan.com,,Salesforce
11113172,Inactive Investor,Christopher Bachand,,MWA Financial Services Inc. Lyndonville VT Private Residence,christopher.bachand@mwarep.org,,Salesforce
10897371,Inactive Investor,Robert Klein,Financial Associate,Thrivent Investment Management Inc. Valencia CA 28015 Smyth Dr,casey.klein@thrivent.com,,Salesforce
9574396,,Ryan Greenhill,,,ryan.greenhill@huntington.com,,List import
11236756,Inactive Investor,Shane Swearingen,Investment Advisor Representative,Truvestments Capital LLC Lewis Center OH Private Residence,ss@truvestments.com,,Salesforce
10855919,Inactive Investor,Alyssa Jennings,Financial Advisor,Edward Jones Overland Park KS 12721 Metcalf Ave,alyssa.jennings@edwardjones.com,,Salesforce
11031034,Inactive Investor,Elizabeth Moore,,"MML Investors Services, LLC Tulsa OK 5921 E 97th St",elizabethmoore@financialguide.com,,Salesforce
10695908,,Mindy Hirt,,Argent Trust Company,mhirt@argenttrust.com,,List Import
11078871,Inactive Investor,Scott Linington,,"Horace Mann Investors, Inc.",scott.linington@horacemann.com,,Salesforce
11133588,Inactive Investor,Trey Campbell,Financial Advisor,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
222910,,Mark Feldman,Senior Financial Services Representative,"Principal Securities, Inc.",feldman.mark@principal.com,,
11207058,Inactive Investor,Sandra Tomaszycki,,"Ameriprise Financial Services, LLC Westlake OH 2035 Crocker Rd",,,Salesforce
10814338,Inactive Investor,Sander Bleustein,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,sander.bleustein@fidelity.com,,Salesforce
10929684,Inactive Investor,Jessica Torres-Baltazar,Financial Advisor,Edward Jones Redmond OR 153 SW 5th St,jessica.baltazar@edwardjones.com,,Salesforce
11115432,Inactive Investor,Wendy Seale,Financial Advisor,Edward Jones Dallas TX 14241 Dallas Pkwy,wendy.seale@edwardjones.com,,Salesforce
11235331,Inactive Investor,Victor Kizewski,Investment Advisor Representative,Elite Retirement Group,victor@retireidea.com,,Salesforce
333210,,Unknown Unknown,,Fulton Bank,wbanta@fult.com,,Manual List Upload
10870172,Inactive Investor,Bryant Harvey,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",bryant.harvey@wellsfargoadvisors.com,,Salesforce
144519,,Paul McGruder,,[Unknown],pmcgruder@bolingrice.com,,source
11182809,Inactive Investor,Daniel Shepler,,UBS Financial Services Inc. New York NY 299 Park Ave,daniel.shepler@ubs.com,,Salesforce
9571793,,John Gagnet,,,john.gagnet@kmsfinancial.com,,List import
10864866,Inactive Investor,Bradley Holmes,Managing Director;Senior Investment Advisor,Rockefeller Financial LLC,bholmes@rockco.com,,Salesforce
11089945,Inactive Investor,Jared Carron,Investment Advisor,Fisher Investments,,,Salesforce
10929255,Inactive Investor,Eric Dittman,,"OneAmerica Securities, Inc. Nampa ID 16132 N High Desert St",,,Salesforce
10997050,Inactive Investor,Nina Threets,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",nina.threets@truist.com,,Salesforce
9648289,,Cee pro,,,panda@dmvseo.com.au,,List import
11091976,Inactive Investor,Sunnie Landry,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Henderson NV 2461 Hampton Rd",baileysa@wellsfargo.com,,Salesforce
9644682,,Spencer Hill,,,spencer.hill@gs.com,,List import
9575439,,Jonah Mooney,,,jonah.t.mooney@huntington.com,,List import
10770495,Inactive Investor,Stephen Stapp,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Saint Petersburg FL 100 2nd Ave S",stephen.stapp@rbc.com,,Salesforce
10613150,,Frank Rizzo,Financial Advisor,,frizzo@lfnllc.com,,List Import
10816560,Inactive Investor,Jason Sawyer,,Colliers Securities LLC,sj@colliers.com,,Salesforce
10999162,Inactive Investor,Bonnie Harper,Wealth Planning Consultant,"Raymond James & Associates, Inc.",bonnie.harper@raymondjames.com,,Salesforce
210642,,Arthur Springer,,[Unknown],arturospring@cox.net,,
10868238,Inactive Investor,Marc Schain,,Cetera Financial Specialists LLC New Paltz NY 70 N Putt Corners Rd,marc.schain@ceterafs.com,,Salesforce
9551905,,John Anderson,,,pointblankrangegroup@gmail.com,,List import
10985742,Inactive Investor,Cameron Meares,Investment Analyst,Cornerstone Wealth Lexington SC 201 W Main St,cmeares@cwgadvisors.com,,Salesforce
10756660,Inactive Investor,Alyson Workman,Senior Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,alyson.workman@ubs.com,,Salesforce
11210549,Inactive Investor,Samuel Simones,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",sam.simones@nm.com,,Salesforce
11129577,Inactive Investor,Robert Weiss,Wealth Group Executive,Citigroup Global Markets Inc. New York NY 330 Madison Ave,robert.a.weiss@citigroup.com,,Salesforce
350051,,Andrew Messarra,Investment Advisor,Avantax Advisory Services,messarraa@myavantax.com,281-648-0002,
10510104,,Edward Eng,Director,RBC,edward.eng@rbccm.com,,List Import
11192471,Inactive Investor,James Boyle,,"Alexander Capital, L.P.",jboyle@alexandercapitallp.com,,Salesforce
11113244,Inactive Investor,Daniel Yonash,Financial Advisor,Edward Jones Wellington KS 123 N Jefferson Ave,daniel.yonash@edwardjones.com,,Salesforce
9595248,,Miriam Krieger,,,mkrieger@aresmgmt.com,,List import
10644313,,Terry Treemarcki,,,ttreemarcki@hlhz.com,,List Import
10876683,Inactive Investor,Daphne Martin,Associate Financial Advisor;Investment Associate,Davenport & Company LLC,dmartin@investdavenport.com,,Salesforce
10862016,Inactive Investor,Julee Lamure,Associate,Edward Jones Santa Fe NM 316 Read St,julee.lamure@edwardjones.com,,Salesforce
10791024,Inactive Investor,John Feller,Senior Operations Specialist;StockBroker,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",john_feller@ml.com,,Salesforce
11163943,Inactive Investor,Douglas Westall,,"Stifel Independent Advisors, LLC Chesterfield MO 1544 Woodlake Dr",westalld@stifelindependence.com,,Salesforce
11149725,Inactive Investor,Jasmine Pratt,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11064607,Inactive Investor,Charles Andrews,,NYLIFE Securities LLC Phoenix AZ 2355 E Camelback Rd,cwandrews@ft.newyorklife.com,,Salesforce
11163673,Inactive Investor,Trevor Grant,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11002666,Inactive Investor,Daniel Gresham,,"Wells Fargo Clearing Services, LLC Modesto CA 1120 K St",,,Salesforce
10950129,Inactive Investor,Kevin Reeg,Financial Advisor,Edward Jones Madison OH 38 W Main St,kevin.reeg@edwardjones.com,,Salesforce
10644642,,Richard Pollak,,,rpollak@brai.com,,List Import
11017664,Inactive Investor,Jhordy Matos,,Sigma Financial Corporation Fruitland Park FL 406 S Dixie Ave,,,Salesforce
10109125,,Sondre Guyana Dollar,,,sebastian75@goodpostman.com,,Web form fillout
10911222,Inactive Investor,Lauren Colon,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
11223216,,Thomas Russell,,,trussell@narwhalcapital.com,,List Import
9562238,,jpicy ojo,,,akinladeojojoseph@gmail.com,,List import
11230692,Inactive Investor,Anna Dunlap,Senior Consultant,LPL Financial LLC Clarksville IA Private Residence,anna.dunlap@lpl.com,,Salesforce
190239,,Daniel Evans,Shareholder And Director,"Midwest Professional Planners, Ltd.",devans@mpplplan.com,715-848-3474,Manual List Upload
9640276,,Eli Kent,,,eli@harvestfund.com,,List import
351202,,Evan Gallinson,Managing Director,"Merit Capital Partners Iv, L.l.c.",egallinson@meritcapital.com,312-592-6111,Manual List Upload
9605532,,Marilyn Koenig,,,marilynk9@bellsouth.net,,List import
10920756,Inactive Investor,Daniel Litchfield,Vice President,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",daniel.litchfield@wellsfargoadvisors.com,,Salesforce
9634977,,Gautam Bhandari,,,gbhandari@isquaredcapital.com,,List import
11110511,Inactive Investor,Sharon Nunn,,"RBC Capital Markets, LLC",sharon.nunn@rbc.com,,Salesforce
10908032,Inactive Investor,Nasir Assar,,Innovation Partners LLC,nassar@innovationpartnersllc.com,,Salesforce
11040208,Inactive Investor,Allan Weiss,,"Prosperitas Financial, LLC Woodland Hills CA 21021 Ventura Blvd",rweiss@prosperitasfin.com,,Salesforce
10854915,Inactive Investor,Denise Preece,,"OneAmerica Securities, Inc.",denise.preece@oneamerica.com,,Salesforce
11028716,Inactive Investor,Fabian Clark,,Country Capital Management Company Bend OR 775 SW Bonnett Way,f.clark@countryfinancial.com,,Salesforce
9572184,,George Hou,,,hou@forcecapital.com,,List import
10784184,Inactive Investor,Jonathan Kiester,Financial Advisor;Financial Planning Specialist;Investment Management Consultant;Portfolio Manager,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,jonathan.kiester@morganstanley.com,,Salesforce
5112342,,matthias schwarz,,,matthias@gerardst.com,,Web Form Fillout
11085421,Inactive Investor,Timothy Lane,Financial Advisor,Edward Jones Le Claire IA 1103 Canal Shore Dr SW,tim.lane@edwardjones.com,,Salesforce
9549432,,denice harmyk,,,harmyk@gmail.com,,List import
10847184,Inactive Investor,Jeanne Lee,,Citigroup Global Markets Inc.,,,Salesforce
10969131,Inactive Investor,Walter Griffin,,"VALIC Financial Advisors, Inc. Anderson SC 800 N Fant St",wes.griffin@valic.com,,Salesforce
11153353,Inactive Investor,Sharon Prolow,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",sharon.prolow@bernstein.com,,Salesforce
11169329,Inactive Investor,Jacob Calderon,Senior Wealth Strategy Associate,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,jacob.calderon@ubs.com,,Salesforce
10870541,Inactive Investor,Devin Uskoski,Financial Advisor,Edward Jones Vancouver WA 1412 NE 134th St,devin.uskoski@edwardjones.com,,Salesforce
10943705,Inactive Investor,Andrew Bagley,,Rockefeller Financial LLC Trenton NJ 2445 Kuser Rd,abagley@rockco.com,,Salesforce
10951641,Inactive Investor,Austin Denison,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9619304,,Sean McMahon,,,smcmahon@kennedycapital.com,,List import
9643644,,Brian Kenney,,,bailey7890@gmail.com,,List import
9565640,,Jane Gore,,,jgore@gleneagleadv.com,,List import
9544522,,Sheu Jimoh,,,ecodon1006@gmail.com,,List import
11149889,Inactive Investor,Noemi Oliver,,Cetera Investment Services LLC Fort Worth TX 10180 Rolling Hills Dr,noemi.oliver@ceterais.com,,Salesforce
9618823,,Alvin -,,,alvinsillitoe@gmail.com,,List import
10883456,Inactive Investor,Adam Sitz,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",adam.sitz1@ml.com,,Salesforce
10761467,Inactive Investor,William Wilson,Associate Director - Portfolio Management,Morgan Stanley New York NY 399 Park Ave,william.wilson@morganstanley.com,,Salesforce
11012920,Inactive Investor,Garrison Mcgraw,,Kovack Securities Inc. Mobile AL 1110 Montlimar Dr,garrison@kovacksecurities.com,,Salesforce
11039659,Inactive Investor,Jacob King,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
173734,,Eric Mechler,,[Unknown],eric.mechler@gmail.com,,Organic Search
10763692,Inactive Investor,Karen Micek,,"Stifel, Nicolaus & Company, Incorporated Hackensack NJ 433 Hackensack Ave",micekk@stifel.com,,Salesforce
10985427,Inactive Investor,Amber Zappia,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
11039898,Inactive Investor,Leo Zhou,Co-Founder;Partner,American Fundstars,leo.zhou@americanfundstars.com,,Salesforce
10852422,Inactive Investor,Jeffrey Alexander,Founder,"Great Valley Advisor Group, Inc. Newport RI 174 Bellevue Ave",jalexander@greatvalleyadvisors.com,,Salesforce
11017727,Inactive Investor,Nicholas Hirschfeld,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
9578755,,Ssemakula Peter Luyima,,,healthgatewaylesotho@gmail.com,,List import
9574552,,Jonathan Lawry,,,jonathan.lawry@securitiesamerica.com,,List import
10883612,Inactive Investor,Michael Walter,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10828024,Inactive Investor,Morgan Bienhoff,Financial Advisor,Edward Jones Smith Center KS 102 S Main St,morgan.bienhoff@edwardjones.com,,Salesforce
11197661,Inactive Investor,Bo Jenkins,,Citigroup Global Markets Inc. North Las Vegas NV 2690 W Deer Springs Way,,,Salesforce
11030100,Inactive Investor,Joseph De Luca,,"Osaic Wealth, Inc. Grand Haven MI 854 Bluff Creek Dr",,,Salesforce
11122134,Inactive Investor,Connor Visser,Financial Advisor,Edward Jones Montrose CO 303 N 1st St,connor.visser@edwardjones.com,,Salesforce
11101977,Inactive Investor,Ethan Haverty,Financial Advisor,Edward Jones Corydon IN 241 Wyandotte Ave,ethan.haverty@edwardjones.com,,Salesforce
343704,,Rosemary Woodruff,Investment Bankers,First Kentucky Securities Corp,rosemary@firstky.com,502-893-7288,Manual List Upload
9634404,,Stacey Hogendorn,,,staceyh@wealthfirm.info,,List import
10811380,Inactive Investor,Louis Dagen,Chief Compliance Officer;President,"Auspicious Financial Planning, LLC",lou@auspiciousfinancial.com,,Salesforce
10612829,,Alan Tichman,"Financial Advisor, President",,alan.tichman@lpl.com,,List Import
10774244,Inactive Investor,Brian Cohen,Managing Director,J.P. Morgan Securities LLC Bellevue WA 10550 NE 8th St,brian.b.cohen@jpmorgan.com,,Salesforce
11199764,Inactive Investor,Robert Washington,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9641988,,Hannah Woolley,,,hannah@joelisaacson.com,,List import
10978816,Inactive Investor,Sabrina Bass,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9645326,,Jerr Clat,,,wheels15@gmail.com,,List import
10989937,Inactive Investor,Connor Noonan,,Altruist Financial LLC,connor.noonan@altruist.com,,Salesforce
10848882,Inactive Investor,Michael Lopes,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",michael.lopes@bernstein.com,,Salesforce
10841369,Inactive Investor,Toby Hovelsrud,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Austin MN 329 N Main St",toby.hovelsrud@ampf.com,,Salesforce
160659,,Vivien Dubos,,[Unknown],viviendubos@gmail.com,,
10611135,,Richard Goodwin,"Managing Director, Wealth Management Advisor",,richard_goodwin@ml.com,,List Import
11016641,Inactive Investor,Hari Sharma,,"Bankers Life Securities, Inc. Frederick MD 321 Ballenger Center Dr",hari.sharma@bankerslife.com,,Salesforce
10806664,Inactive Investor,David Sparks,,"Cambridge Investment Research, Inc. Hickory NC 1155 Southgate Corporate Park SW",,,Salesforce
10972530,Inactive Investor,Seth Howard,,Park Avenue Securities LLC Chicago IL 20 S Clark St,,,Salesforce
9620127,,Jack Rodriguez,,,jrro88@live.com,,List import
10894604,Inactive Investor,Juan Perez,,NYLIFE Securities LLC,jhperez@ft.newyorklife.com,,Salesforce
10911211,Inactive Investor,Jeanna Kennedy,,"FBL Marketing Services, LLC Cody WY 1308 Rumsey Ave",jeanna.kennedy@fbfs.com,,Salesforce
229021,, -,,[[Unknown]],maiti.ensi.62@gmail.com,,Organic Search
11202912,Inactive Investor,Michael Najarian,Chief Compliance Officer;Financial Planner;Managing Member,Najarian Financial LLC,mike@najarianfinancial.com,,Salesforce
10999461,Inactive Investor,Erick Fierro,,J.P. Morgan Securities LLC Washington DC 3100 14th St NW,erick.fierro@jpmorgan.com,,Salesforce
10814354,Inactive Investor,Mark Brown,,"Ausdal Financial Partners, Inc. Estero FL 23161 Fashion Dr",,,Salesforce
10803100,Inactive Investor,Brian Norton,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
9566053,,Kevin Broxterman,,,kevin.broxterman@fidelity.com,,List import
11136927,Inactive Investor,Sean Peake,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,sean.peake@morganstanley.com,,Salesforce
9562175,,James Lynch,,,jlynch@lnaonline.com,,List import
230916,, -,,[[Unknown]],fivelife415@gmail.com,,
11074025,Inactive Investor,Michael Pfeuffer,,"Hazard & Siegel, Inc. Pittsburgh PA 875 Greentree Rd",mpfeuffer@hazardsiegel.com,,Salesforce
10989833,Inactive Investor,Matthew Green,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
10596346,,Deven Patel,,,deven.patel@windsorwealth.management,,Web Form Fillout
10863395,Inactive Investor,Kelly Willis,Financial Advisor,Edward Jones Americus GA 1562 E Forsyth St,michelle.willis@edwardjones.com,,Salesforce
11026645,Inactive Investor,Justin Roski,,Cetera Advisor Networks LLC Indianapolis IN 9201 Rockville Rd,,,Salesforce
11128376,Inactive Investor,William Robuck,Retirement Plan Specialist,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",bill.robuck@nm.com,,Salesforce
11116521,Inactive Investor,John Sciancalepore,,"The Investment Center, Inc. Palm Coast FL 10 Augusta Trl",john.sciancalepore@investmentctr.com,,Salesforce
11109073,Inactive Investor,Laurie Fisher,,Vanguard Marketing Corporation,laurie_fisher@vanguard.com,,Salesforce
11001979,Inactive Investor,Kenshel Hills,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,kenshelthills@primerica.com,,Salesforce
11134228,Inactive Investor,Tamara Cooper,Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,tammy.cooper@morganstanley.com,,Salesforce
9585811,,Anthony Moore,,,mooreanthony24@yahoo.com,,List import
11080898,Inactive Investor,Kimber Barton,Investment Advisor Representative,Commonwealth Financial Network Brentwood TN 5409 Maryland Way,kbarton@cfnmail.com,,Salesforce
10922258,Inactive Investor,Trevor Downing,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 445 Hutchinson Ave",trevor.downing@ampf.com,,Salesforce
9617109,,Justin Pagotto,,,Justin@jirehfinancial.com.au,,List import
11204658,Inactive Investor,Helen Hilton,,PFS Investments Inc. McAllen TX 1300 N 10th St,hhilton@primerica.com,,Salesforce
11213167,Inactive Investor,Karen Chan,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,karen.chan@fidelity.com,,Salesforce
11050095,Inactive Investor,Michael Reynolds,Chief Compliance Officer;Managing Member;Principal,Elevation Financial LLC,,,Salesforce
10869954,Inactive Investor,John Kouchich,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,john.kouchich@fidelity.com,,Salesforce
9613396,,Todd Kurisu,,,tkurisu@williamblair.com,,List import
10986492,Inactive Investor,Olga Agocs,Premier Banker,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2600 N Military Trl",,,Salesforce
11118338,Inactive Investor,Patrick Dodds,Financial Professional;Regional Director,Money Concepts Capital Corp Bellefontaine OH 145 S Main St,ptdodds@moneyconcepts.com,,Salesforce
10868690,Inactive Investor,Tammy Niedfeldt,,Thrivent Investment Management Inc. Stoughton WI 417 W Main St,tammy.niedfeldt@thrivent.com,,Salesforce
10852846,Inactive Investor,Keith Jackson,,Fidelity Brokerage Services LLC Exton PA 300 Main St,keith.jackson@fidelity.com,,Salesforce
11229994,Inactive Investor,Rachel Schwartz,,"First Command Brokerage Services, Inc. Albuquerque NM 2901 Juan Tabo Blvd NE",,,Salesforce
10979909,Inactive Investor,Roy Williams,,"KCD Financial, Inc. Stratford CT 3200 Main St",,,Salesforce
10930404,Inactive Investor,George Jameson,Chief Compliance Officer;Financial Advisor;Owner,Capital Wealth Group LLC,,,Salesforce
10904131,Inactive Investor,Jonathan Polkinghorn,Financial Advisor,Edward Jones Santa Rosa CA 1527 Farmers Ln,jonathan.polkinghorn@edwardjones.com,,Salesforce
11167001,Inactive Investor,Lisa Snyder,Wealth Planning Strategist,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,lisa.snyder@ubs.com,,Salesforce
241078,,Alexandre Carreiro,,[Unknown],esf_erico@hotmail.com,,Direct
10486465,,Marvin Ferguson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC",dean.ferguson@wfafinet.com,,List Import
11255516,Inactive Investor,Michael Cooley,Financial Advisor;Financial Planner,RidgeBrooke Capital Management LLC Knoxville TN 9729 Cogdill Rd,,,Salesforce
10881382,Inactive Investor,Marisa Saavedra,,Goldman Sachs & Co.,marisa.saavedra@gs.com,,Salesforce
11045548,Inactive Investor,Timothy Scannell,,"HighTower Securities, LLC Sarasota FL 1680 Fruitville Rd",tscannell@hightoweradvisors.com,,Salesforce
10780148,Inactive Investor,Janice Wert,Financial Advisor,Edward Jones Halifax PA 1029 N River Rd,janice.wert@edwardjones.com,,Salesforce
11068532,Inactive Investor,Matthew Martin,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Rapid City SD 909 Saint Joseph St",matthew.martin@nm.com,,Salesforce
11168177,Inactive Investor,Andrew Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",andrew.d.peterson@wellsfargo.com,,Salesforce
10880355,Inactive Investor,Andy Guardado,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Montebello CA 700 W Whittier Blvd",andy.e.guardado@ml.com,,Salesforce
10870934,Inactive Investor,Byron Boyd,Financial Advisor;Financial Consultant,LPL Financial LLC Chattanooga TN 7047 Lee Hwy,byron.boyd@lpl.com,,Salesforce
11160340,Inactive Investor,Herbert Spencer,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Chattanooga TN 820 Broad St,bruce.spencer@morganstanley.com,,Salesforce
10893880,Inactive Investor,Husam Boraby,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9597458,,Kelly Sais,,,kelly.sais@everwest.com,,List import
10835437,Inactive Investor,Carlos Amaris,Financial Advisor,"Ameriprise Financial Services, LLC Fort Myers FL 14311 Metropolis Ave",c.amaris@ampf.com,,Salesforce
11090970,Inactive Investor,Julie Choy,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,julie.choy@ubs.com,,Salesforce
10800946,Inactive Investor,Jane McGinty,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,,,Salesforce
10972327,Inactive Investor,Glenda Chavez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,glenda_chavez@vanguard.com,,Salesforce
9617785,,Odile Santos Bagao,,,osantos@consimllc.com,,List import
10987028,Inactive Investor,Libardo Gerardino,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11102802,Inactive Investor,Arthur Engelage,,Edward Jones Park City UT 3126 Quarry Rd,ted.engelage@edwardjones.com,,Salesforce
11165328,Inactive Investor,Jeffrey Thielen,,"Osaic Wealth, Inc. Wayzata MN 1905 Wayzata Blvd",,,Salesforce
11102685,Inactive Investor,John Duffy,Executive Director;Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,john.m.duffy@morganstanley.com,,Salesforce
11166474,Inactive Investor,Daniel Keefe,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",daniel.keefe@nm.com,,Salesforce
11003167,Inactive Investor,Elizabeth Thompson,,Robert W. Baird & Co. Incorporated Louisville KY 500 W Jefferson St,eethompson@rwbaird.com,,Salesforce
11177143,Inactive Investor,Ivy Liu,,Cetera Investment Services LLC Bellevue WA 2331 130th Ave NE,,,Salesforce
10849711,Inactive Investor,Sigmund Javier,,Safra Securities LLC,peter.javier@safra.com,,Salesforce
10956205,Inactive Investor,William Burton,Financial Advisor,LPL Financial LLC Idaho Falls ID 1530 Elk Creek Dr,william.burton@lpl.com,,Salesforce
11026592,Inactive Investor,Thomas Etnier,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
11044505,Inactive Investor,Miguel Colon,Private Client Banker,J.P. Morgan Securities LLC Bronx NY 76 E 161st St,miguel.x.colon@jpmorgan.com,,Salesforce
341891,,Robert Chimenti,Head of Corporate Origination & Syndication,Garrison Investment Group Lp,rchimenti@garrisoninv.com,212-372-9500,Manual List Upload
350303,,Debbie Eves,Pension Plan Consultant,"Pasi Investments, Llc",deves@pasiusa.com,860-284-6880,Manual List Upload
10837889,Inactive Investor,Frank Naccarato,,"Pruco Securities, LLC. Brooklyn NY 33 35th St",frank.naccarato@prudential.com,,Salesforce
9630902,,Paul Boes,,,paulboes@hotmail.com,,List import
11118469,Inactive Investor,Nicholas Italiano,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,nick.italiano@fmr.com,,Salesforce
11081881,Inactive Investor,Peter Svigel,,"Allstate Financial Services, LLC Mentor OH 5979 Andrews Rd",petersvigel@allstate.com,,Salesforce
10771512,Inactive Investor,Mark Merlotti,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11093162,Inactive Investor,Charles O Connell,Financial Professional;Financial Services Professional,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",charlesoconnell@financialguide.com,,Salesforce
10905619,Inactive Investor,Silvia Onofre,,"Wells Fargo Clearing Services, LLC Orange CA 892 N Tustin St",silvia.onofre@wellsfargo.com,,Salesforce
10801718,Inactive Investor,Adam Brophy,Financial Services Representative,"Principal Securities, Inc. Menomonee Falls WI W137N5557 Williams Pl",brophy.adam@principal.com,,Salesforce
9567117,,Steven Winkler,,,swinkler@sigmarep.com,,List import
213751,,Sumanth Swaminathan,,[Unknown],sswami@vironix.ai,,Content
9545494,,John Hartman,,,john.hartman@securitiesamerica.com,,List import
10855648,Inactive Investor,Forrest Blair,Investment Advisor,American Investors Company Auburn CA 13620 Lincoln Way,rblair@aicrep.com,,Salesforce
11135152,Inactive Investor,Daniel Vaughn,Private Client Associate,Janney Montgomery Scott LLC Pittsburgh PA 1 PPG Pl,dvaughn@janney.com,,Salesforce
10757908,Inactive Investor,Timothy Lysaght,Wealth Manager,"Eukles Asset Management, LLC",tim.lysaght@eukleswm.com,,Salesforce
11235614,Inactive Investor,Jared Davis,Senior Wealth Advisor,"Quotient Wealth Partners, LLC Irving TX 222 Colinas Blvd W",jared.davis@quotientwealth.com,,Salesforce
11232142,Inactive Investor,Will Sherry,Client Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,,,Salesforce
10494458,,Stephen Stull,"Chief Compliance Officer, Chief Executive Officer, Managing Member",Storehouse Financial LLC,stephen@storehousefinancial.com,,List import
11003270,Inactive Investor,Brandon Pflanzer,,"Osaic Wealth, Inc. Omaha NE 17117 Oak Dr",,,Salesforce
9583355,,Scott Santin,,,ssantin@concordadvisory.com,,List import
10941025,Inactive Investor,Kevin Larson,,LPL Financial LLC Lakeland MN Private Residence,kevin.m.larson@lpl.com,,Salesforce
10615062,,Maureen Tattoli,"Assistant Vice President - Wealth Management, Financial Advisor",,maureen.tattoli@morganstanley.com,,List Import
5013056,,Justin Biber,,,justin7@gmail.com,,Web Form Fillout
9542800,,Matthieu Excoffon,,,matthieu.excoffon@ece-france.com,,List import
373530,,Terry Nwosuocha,,[Unknown],mupowerhouse@yahoo.com,,source
11231591,Inactive Investor,David Davtian,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Medfield MA 478 Main St",,,Salesforce
9581280,,William Ochocinski,,,billo@apollowm.com,,List import
10777128,Inactive Investor,John Volpe,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Shrewsbury NJ 1040 Broad St",,,Salesforce
338958,,Michael Sand,Managing Director,American Securities Llc,msand@americansecurities.com,212-476-8000,Manual List Upload
339592,,Miki Sobot,Financial Advisor,Tsa Management Inc,msobot@hallidayfinancial.com,516-676-3332,Manual List Upload
11004270,Inactive Investor,Christopher Cantrell,,"Osaic FS, Inc. Lexington KY 3217 Summit Square Pl",,,Salesforce
11231788,Inactive Investor,Joshua Cummins,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,josh.cummins@ubs.com,,Salesforce
10614235,,Timothy Sheerin,"Financial Advisor, Vice President",,timothy.m.sheerin@wellsfargoadvisors.com,,List Import
11069733,Inactive Investor,Thomas Papas,,"Farmers Financial Solutions, LLC Chanhassen MN 470 W 78th St",tpapas@farmersagent.com,,Salesforce
10773678,Inactive Investor,Kimberly Camarda,Chief Compliance Officer;President;Regulatory Contact,Camarda Wealth Advisory Group Orange Park FL 418 Kingsley Ave,kim.camarda@camarda.com,,Salesforce
9577042,,Annabella Dalzin,,,adalzin@gmail.com,,List import
237833,, -,,[[Unknown]],billr1227@gmail.com,,Organic Search
10841381,Inactive Investor,Mark Raffa,Financial Advisor;Sales Manager,"Equity Services, Inc. Melville NY 225 Broadhollow Rd",mraffa@financialguide.com,,Salesforce
10785837,Inactive Investor,Robert Fischer,Financial Advisor;Vice President,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,rfischer@janney.com,,Salesforce
372635,,ni ni,,United States,nini@yahoo.com,,Salesforce
11079660,Inactive Investor,Bradley Meyer,Financial Advisor,Edward Jones Yakima WA 6802 Tieton Dr,bradley.d.meyer@edwardjones.com,,Salesforce
10774314,Inactive Investor,Steven Duryee,Portfolio Management Associate;Vice President,Morgan Stanley New York NY 55 E 52nd St,steven.m.duryee@morganstanley.com,,Salesforce
9559474,,Axel Karakasis,,,duediligence638@protonmail.com,,List import
10832912,Inactive Investor,Richard Milliard,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Melbourne FL 930 S Harbor City Blvd",richard.milliard@benjaminfedwards.com,,Salesforce
239026,,Banty Bhojraj,,United Kingdom,bantybhd@gmail.com,,source
9604673,,Jordan Francis,,,jordanfrancis928@gmail.com,,List import
10822746,Inactive Investor,Carlos De Imus,Financial Advisor,"Ameriprise Financial Services, LLC Spokane WA 201 W North River Dr",carlos.deimus@ampf.com,,Salesforce
11231255,Inactive Investor,Davis Noblat,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",,,Salesforce
11231719,Inactive Investor,Wei-Ping Lo,,"Independent Financial Group, LLC Diamond Bar CA 660 N Diamond Bar Blvd",,,Salesforce
11055664,Inactive Investor,Mishante Gervais,,Kovack Securities Inc.,mishante@kovacksecurities.com,,Salesforce
11014269,Inactive Investor,Jared Copeland,Wealth Advisor;Wealth Manager,United Capital Financial Advisors Salt Lake City UT 111 S Main St,jared.copeland@gs.com,,Salesforce
9578100,,Ali Tahini,,,tahiniali@hotmail.com,,List import
11067417,Inactive Investor,Phyllis Mitchell,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,phyllismitchell@statefarm.com,,Salesforce
11157873,Inactive Investor,Connor Milligan,,Vanguard Marketing Corporation,connor_milligan@vanguard.com,,Salesforce
11145926,Inactive Investor,Shawna Hanson,,"U.S. Bancorp Investments, Inc. Hopkins MN 1817 Plymouth Rd",shawna.hanson@usbank.com,,Salesforce
10829157,Inactive Investor,Ronald Matz,Vice President,Robert W. Baird & Co. Incorporated Hopkins MN 601 Carlson Pkwy,rmatz@rwbaird.com,,Salesforce
9575043,,EMRE DEM?RKAYA,,,emre-demirkaya@hotmail.com,,List import
166486,,Kai van Benthem,,[Unknown],kaivanbenthem@gmail.com,,Other
10879863,Inactive Investor,Robert Reese,,"Osaic Institutions, Inc. Greensboro NC 2604 Lawndale Dr",rreese@infinexgroup.com,,Salesforce
10868663,Inactive Investor,Robson Turner,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",rob.turner@nm.com,,Salesforce
11029038,Inactive Investor,Peter Klink,,"TastyTrade, Inc.",,,Salesforce
10962252,Inactive Investor,Bradley Meier,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11133783,Inactive Investor,Patrick Bryant,,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",patrick_bryant@navyfederal.org,,Salesforce
11094294,Inactive Investor,John L'Abbate,Director - Tax Planning,"Cadaret, Grant & Co., Inc. Boca Raton FL 7777 Glades Rd",jlabbate@cadaretgrant.com,,Salesforce
11018271,Inactive Investor,Garrett Ronning,,Innovation Partners LLC,gronning@innovationpartnersllc.com,,Salesforce
91612,,Lesley Brey,"President, Chief Compliance Officer","L.j. Brey, Inc.",ljbrey@ljbreyinc.com,808-526-2644,Manual List Upload
9540947,,Adil IsotopeZero LLC,,IsotopeZero LLC,adilabd@protonmail.com,,List Import
11095324,Inactive Investor,Ronald Rosenzweig,Financial Advisor;Senior Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,ronald.rosenzweig@morganstanley.com,,Salesforce
10880356,Inactive Investor,Andrew Litt,Financial Advisor,Edward Jones Mc Farland WI 4840 Larson Beach Rd,andrew.litt@edwardjones.com,,Salesforce
11118032,Inactive Investor,Philip Higgins,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",philip.a.higgins@ampf.com,,Salesforce
11037909,Inactive Investor,Keith Lewis,Financial Advisor;Staff Manager,"W&S Brokerage Services, Inc. Loveland OH 6281 Tri Ridge Blvd",,,Salesforce
9632057,,Isaac Grimm,,,ikegrimm@gmail.com,,List import
10954637,Inactive Investor,John Camirand,,Fidelity Brokerage Services LLC,,,Salesforce
11143899,Inactive Investor,Jonathan Tipping,,Oppenheimer & Co. Inc.,jonathan.tipping@opco.com,,Salesforce
9613417,,Vincent Russo,,,vincent.russo@ubs.com,,List import
10659695,,Alan Arrieta,,,alan.arrieta@ubs.com,,List Import
11206934,Inactive Investor,David Stroud,Wealth Planner,LPL Financial LLC Springfield OH 1186 E Home Rd,david.stroud@lpl.com,,Salesforce
11144354,Inactive Investor,Tania Jernigan,,Emerson Equity LLC,,,Salesforce
11070968,Inactive Investor,Brandon Smith,Financial Advisor,Edward Jones Edwardsburg MI 26912 Redfield St,brandondee.smith@edwardjones.com,,Salesforce
11232129,Inactive Investor,Aaron Armstrong,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11026580,Inactive Investor,Paul Borchert,,PFS Investments Inc. Wixom MI 28221 Beck Rd,paul.borchert@primerica.com,,Salesforce
10901206,Inactive Investor,Aaron Soderstrom,,"Cambridge Investment Research, Inc. Keller TX 1722 Keller Pkwy",,,Salesforce
11002067,Inactive Investor,Pasquale Recupido,Wealth Manager,New Horizons Wealth Management,pasqualerecupido@nhwmllc.com,,Salesforce
11164716,Inactive Investor,Lois Toohey,Financial Advisor,LPL Financial LLC Minneapolis MN 5775 Wayzata Blvd,lois.toohey@lpl.com,,Salesforce
10908339,Inactive Investor,Bridgette Ziolkowski,Financial Advisor,"VALIC Financial Advisors, Inc. San Diego CA Private Residence",bridgette.ziolkowski@valic.com,,Salesforce
10763933,Inactive Investor,Luis Maizel,Co-Founder;Managing Member;Senior Managing Director,LM Advisors LLC,,,Salesforce
9549270,,Felix Aisen,,,faisen@equitrustfinancial.com,,List import
10489039,,Xiaojing Zhang,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",jean.zhang@prudential.com,972-910-0040,List Import
11198700,Inactive Investor,Monica Mccord,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10826759,Inactive Investor,Michael Walker,,LPL Financial LLC Scottsdale AZ 8350 E Raintree Dr,mike.walker@lpl.com,,Salesforce
11146272,Inactive Investor,Matthew Barket,,"Cambridge Investment Research, Inc. Lebanon PA 212 E Walnut St",matt.barket@cir2.com,,Salesforce
11010640,Inactive Investor,Ian Murphy,,"Equity Services, Inc. Media PA 1400 N Providence Rd",imurphy@nationallife.com,,Salesforce
11173731,Inactive Investor,Todd Gerber,Financial Advisor,Edward Jones Sonoma CA 554 Broadway,todd.gerber@edwardjones.com,,Salesforce
10966689,Inactive Investor,Ryan Orr,Financial Advisor Trainee,"Stifel, Nicolaus & Company, Incorporated Redding CA 2701 Park Marina Dr",,,Salesforce
11131419,Inactive Investor,Kimberly Enders,,Cetera Advisor Networks LLC Sterling Heights MI 38700 Van Dyke Ave,,,Salesforce
234411,,Jonia -,,Jonia [[Unknown]],2271080111@qq.com,,
9634833,,Meghan Thomas,,,mthomas@tripost.com,,List import
9633229,,Brendan Dunphy,,,brendun76@verizon.net,,List import
11116524,Inactive Investor,Kiff Chui,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",,,Salesforce
10773458,Inactive Investor,Christina Ioannides,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,christina.ioannides@morganstanley.com,,Salesforce
10866706,Inactive Investor,Michael McDyer,,"Allstate Financial Services, LLC Medford NJ 649 Stokes Rd",michaelmcdyer@allstate.com,,Salesforce
11196015,Inactive Investor,Matthew Watters,Chief Compliance Officer;Financial Advisor;President,Midwest Heritage Financial Advisors,mwatters@mhbank.com,,Salesforce
10907794,Inactive Investor,Shawna Sklarsky,Private Client Financial Advisor,"Citizens Securities, Inc. Monroeville PA 4210 William Penn Hwy",shawna.sklarsky@citizenssecurities.com,,Salesforce
10790955,Inactive Investor,Michael Lieberman,Managing Member;Partner,"Advisors Capital Management, LLC",michael@advisorscenter.com,,Salesforce
10916762,Inactive Investor,Dale Strasler,Financial Advisor,Edward Jones Muskegon MI 925 E Pontaluna Rd,dale.strasler@edwardjones.com,,Salesforce
11163763,Inactive Investor,Ryan Woodford,,Fidelity Brokerage Services LLC,,,Salesforce
10812096,Inactive Investor,Jeffrey Weathers,,GuideStone Financial Services,jeffrey.weathers@guidestone.org,,Salesforce
10854286,Inactive Investor,Rana Berry,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11205239,Inactive Investor,Eduardo Archilla,Investment Advisor Representative,"Osaic FS, Inc. San Juan PR 654 Ave Munoz Rivera",,,Salesforce
9540535,,David Lademan,,,davelademan@gmail.com,,List Import
11228579,Inactive Investor,Jorge Carrizales,,J.P. Morgan Securities LLC Carlsbad CA 6998 El Camino Real,,,Salesforce
10613524,,William Conti,"Financial Advisor, Senior Vice President - Wealth Management",,william.conti@ubs.com,,List Import
10827545,Inactive Investor,Timothy Gaarder,,LPL Financial LLC Minneapolis MN 9800 Shelard Pkwy,timothy.gaarder@lpl.com,,Salesforce
10852395,Inactive Investor,Stephen Skurka,,"Allstate Financial Services, LLC Kennewick WA 7103 W Clearwater Ave",stephenskurka@allstate.com,,Salesforce
10944608,Inactive Investor,Taia Riley,,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",taia.riley@nm.com,,Salesforce
10658905,,Lara Lucente,,,llucente@mesirowfinancial.com,,List Import
10803982,Inactive Investor,Gregory Seiler,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Portage MI 950 Trade Centre Way",,,Salesforce
11058769,Inactive Investor,Evan Judd,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,evan.judd@fidelity.com,,Salesforce
11003527,Inactive Investor,Rachael Leonberg,,"Northwestern Mutual Investment Services, LLC Cranberry Township PA 600 Cranberry Woods Dr",rachael.west@nm.com,,Salesforce
10901935,Inactive Investor,Christopher Miller,,"The Leaders Group, Inc.",,,Salesforce
11114582,Inactive Investor,Larry Dechamps,,GWN Securities Inc. Woodstock IL 715 N Concord Dr,ldechamps@gwnsecurities.com,,Salesforce
11065252,Inactive Investor,Dawon Coleman,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
351164,,Ernest Clark,Advisor Consultant,"Buckingham Strategic Partners, Llc",eclark@bamadvisor.com,314-725-0455,Manual List Upload
9558821,,Laura Leavitt,,,laura.leavitt@voyafa.com,,List import
9602253,,Jay Blatt,,,jayblatt@hotmail.com,,List import
10929410,Inactive Investor,Lisa Gatzke,,"Leo Brokerage, LLC Rockwall TX 301 N Goliad St",,,Salesforce
195041,,Brandon Zureick,,"Johnson Investment Counsel, Inc.",bzureick@johnsoninv.com,,
11124292,Inactive Investor,My Nguyen,,Deutsche Bank Securities Inc.,my@deutschewealth.com,,Salesforce
11079967,Inactive Investor,Kyle Stover,,J.P. Morgan Securities LLC Leawood KS 4700 W 119th St,kyle.stover@jpmorgan.com,,Salesforce
10775872,Inactive Investor,Ryan Weier,,"American Portfolios Financial Services, Inc. Fraser CO 511 Zerex St",rweier@americanportfolios.com,,Salesforce
10958441,Inactive Investor,Vincent Colubiale,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Fin Tech Wealth Management, LLC",vince@fintechincome.com,,Salesforce
11055548,Inactive Investor,Mitchell Smith,Complex Operations Manager,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11078011,Inactive Investor,Sally Baek,,Vanguard Marketing Corporation,sally_baek@vanguard.com,,Salesforce
219462,,Millicent Salmon,,[Unknown],mbabes123@aol.com,,
11078368,Inactive Investor,Arin Tyler,,"Ameriprise Financial Services, LLC Marion OH 255 Executive Dr",arin.fisher@ampf.com,,Salesforce
9564334,,Carlton Liston,,,carlton.liston@gmail.com,,List import
10926585,Inactive Investor,Timol Liggans,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11132419,Inactive Investor,Chaoping Deng,,Goldman Sachs & Co.,,,Salesforce
10925349,Inactive Investor,Keith Madrigal,,"Avantax Investment Services, Inc. Atlanta GA 4401 Northside Pkwy NW",,,Salesforce
11078648,Inactive Investor,Kevin Shiltz,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",kevin.shiltz@equitable.com,,Salesforce
10887605,Inactive Investor,Kenneth Dryfhout,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Wheaton IL 400 S County Farm Rd",ken.dryfout@benjaminfedwards.com,,Salesforce
10877768,Inactive Investor,William Taylor,,"Truist Investment Services, Inc. Charlottesville VA 310 4th St NE",wrtaylor@truist.com,,Salesforce
9616107,,Jesse Babich,,,jesseb@efsadvisors.com,,List import
10950575,Inactive Investor,Ted Huneycutt,,"American Global Wealth Management, Inc.",ted@americanglobalwealth.com,,Salesforce
10859292,Inactive Investor,Victor Alfieri,,LPL Financial LLC Simpsonville SC 215 Batesville Rd,victor.alfieri@lpl.com,,Salesforce
11198115,Inactive Investor,Ashley Hoy,,"HighTower Securities, LLC Lexington MA 35 Bedford St",ahoy@hightoweradvisors.com,,Salesforce
10859890,Inactive Investor,Robert Pizzitola,Financial Advisor,LPL Financial LLC Fort Mill SC 360 Kingsley Park Dr,bob.pizzitola@lpl.com,,Salesforce
11059738,Inactive Investor,Angelantonio Freda,,NYLIFE Securities LLC Easton CT 6 Newman Dr,afreda@ft.newyorklife.com,,Salesforce
10784398,Inactive Investor,Adam Waldman,Director - Investments;Senior Vice President,Flagstar Advisors,adam.waldman@flagstar.com,,Salesforce
11196951,Inactive Investor,Michael Hull,,"Sanctuary Securities, Inc. Abilene TX 1650 Southridge Xing",mhull@sanctuarywealth.com,,Salesforce
11086906,Inactive Investor,Ivan Gonzalez,Active Trader Service Representative,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
36814,,Rositsa Esenberg,"Chief Compliance Officer, Director - Compliance and Operations, Vice President","Nuance Investments, LLC",rossy.esenberg@nuanceinvestments.com,816-743-7080,
11003021,Inactive Investor,Matthew Gaiser,Investment Advisory Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",matthew.gaiser@ml.com,,Salesforce
9559744,,Zachary Ungerott,,,zungerott@hightoweradvisors.com,,List import
10888427,Inactive Investor,Joseph Chiurazzi,Alternative Investments;Executive Director;Investment Advisor,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,joseph.chiurazzi@jpmorgan.com,,Salesforce
9635115,,Anthony Sorrentino,,,tony.sorrentino@50southcapital.ntrs.com,,List import
10858431,Inactive Investor,Adam Nelson,Financial Advisor,Edward Jones Erie PA 4622 Buffalo Rd,adam.nelson@edwardjones.com,,Salesforce
10831599,Inactive Investor,Juan Aranda Guillen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",,,Salesforce
10882272,Inactive Investor,Heather Girolamo,Senior Wealth Advisor,Commonwealth Financial Network Worcester MA 370 Main St,hgirolamo@commonwealth.com,,Salesforce
10696445,,Kevin Brown,,PPC LOAN,kevin@ppcloan.com,,List Import
11033489,Inactive Investor,Nicholas Meyer,,"The Leaders Group, Inc. Indianapolis IN 3388 Founders Rd",,,Salesforce
9603114,,Robert Rhodes,,,rhodesscholaf02@sbcglobal.net,,List import
10897663,Inactive Investor,Melissa Moser,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9570230,,Mitesh Hassamal,,,mitesh.hassamal@gmail.com,,List import
9583799,,Samuel Chacon,,,schacon@ayco.com,,List import
10815545,Inactive Investor,Elizabeth Law,Registered Associate,Morgan Stanley Tempe AZ 58 S River Dr,,,Salesforce
9547081,,2341234123 12341234123,,,12342341@qq.com,,List import
372510,,Jason Olin,,United States,jasonolin@me.com,,Salesforce
10770420,Inactive Investor,Brad Simonds,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",bsimonds@financialguide.com,,Salesforce
348546,,Edward Strauss,Supervisory Officer,"National Asset Management, Inc.",estrauss@nationalsecurities.com,813-264-2555,
92284,,Daniel Sigurdson,Financial Advisor,Focus Financial,dlsigurdson@focusfinancial.com,952-225-0301,
11173778,Inactive Investor,Joseph DiMora,Executive Vice President;Investment Advisor Representative,"Equitable Advisors, LLC Syracuse NY 120 Madison St",joseph.dimora@equitable.com,,Salesforce
11134016,Inactive Investor,Benjiman Cubbage,Financial Advisor,Edward Jones Arlington TX 2910 W Park Row Dr,ben.cubbage@edwardjones.com,,Salesforce
10980976,Inactive Investor,Robert Teel,Chief Compliance Officer;Chief Executive Officer;Managing Member,Kingdom Capital Management,,,Salesforce
10987314,Inactive Investor,Ricky Romasanta,Investment Advisor Representative,"Principal Securities, Inc. San Jose CA 101 Metro Dr",romasanta.ricky@principal.com,,Salesforce
10890351,Inactive Investor,Donald Hodges,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9564448,,Reginald Jackson,,,reginald.jackson@royalaa.com,,List import
11017466,Inactive Investor,Adam Spiro,Registered Client Associate,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",adam.spiro@raymondjames.com,,Salesforce
10826156,Inactive Investor,Matthew Smolsky,,"Cadaret, Grant & Co., Inc. Leesburg VA 823 S King St SW",msmolsky@cadaretgrant.com,,Salesforce
11071527,Inactive Investor,Alice Gomillion,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",alice.gomillion@tiaa.org,,Salesforce
11042958,Inactive Investor,Jasmine Corona,,"Farmers Financial Solutions, LLC San Diego CA 2900 4th Ave",jguerrero1@farmersagent.com,,Salesforce
10644663,,Duwain Bailey,,,duwain.bailey@primerica.com,,List Import
11193358,Inactive Investor,Hope Witteman,Assistant Vice President,"CUSO Financial Services, L.P.",hwitteman@cusonet.com,,Salesforce
11026849,Inactive Investor,Madison Lowes,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
9596324,,Robert Birgen,,,rbirgen@abridgepartnersllc.com,,List import
11174973,Inactive Investor,Kelly Hoff,,"Cambridge Investment Research, Inc. Chetek WI 510 2nd St",,,Salesforce
10880559,Inactive Investor,Matias Mangas,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10835932,Inactive Investor,Robert Broseker,Corporate Retirement Director;Executive Director;Financial Advisor;Financial Wellness Director,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,robert.broseker@morganstanley.com,,Salesforce
11125260,Inactive Investor,Michael Murray,,PFS Investments Inc. San Antonio TX 4100 NW Loop 410,,,Salesforce
9541393,,Baba Hadkar,,,v_hadkar@yahoo.com,,List import
10851203,Inactive Investor,Elise Baynum,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,elise.waligora@fidelity.com,,Salesforce
11128604,Inactive Investor,Mark Moran,Financial Advisor,Edward Jones Bernalillo NM 240 S Camino del Pueblo,mark.moran@edwardjones.com,,Salesforce
11133774,Inactive Investor,Milena McEnroe,Vice President,Key Investment Services LLC,milena.mcenroe@key.com,,Salesforce
11121978,Inactive Investor,Samuel Hawn,Financial Professional,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",samuel.hawn@equitable.com,,Salesforce
10611540,,Joseph Kemka,"First Vice President, Senior Financial Advisor",,randy.kemka@ml.com,,List Import
10908061,Inactive Investor,Keven Larkin,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",keven.larkin@ml.com,,Salesforce
346145,,Darren Yoder,Managing Member & Chief Compliance Officer,Dynamic Financial Group,darren@dynamicfinancial.net,319-277-2727,Manual List Upload
10968542,Inactive Investor,Victoria Hung,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
11057030,Inactive Investor,Jeffrey Drayton,Chief Executive Officer;Founder;President,"Jeffrey A. Drayton Financial Group, Inc.",jeff@jeffreyadrayton.com,,Salesforce
10648166,,Cory Robinson,,,coryr@triumphcapitalmanagement.com,,List import
11027067,Inactive Investor,Bryana Crehan,,J.P. Morgan Securities LLC Cranston RI 1177 Pontiac Ave,bryana.crehan@jpmorgan.com,,Salesforce
10808613,Inactive Investor,Lynne Williams,Financial Advisor;Financial Planning Specialist,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,,,Salesforce
10779801,Inactive Investor,Michael Orourke,Executive Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,michael.orourke@opco.com,,Salesforce
10843748,Inactive Investor,Scott Mason,Financial Advisor,Edward Jones Cumming GA 212 Dahlonega St,scott.mason@edwardjones.com,,Salesforce
9610781,,Adam Barringer,,,adam.barringer@schwab.com,,List import
9383094,,Carlos Soto,,,caso17@msn.com,,Web Form Fillout
10819469,Inactive Investor,Arthur Sherman,General Counsel;Manager;Managing Director;Vice President,Sanders Morris LLC,,,Salesforce
10817753,Inactive Investor,Joseph Gimont,,"Transamerica Financial Advisors, Inc Reading PA 2211 Quarry Dr",joseph.gimont@tfaconnect.com,,Salesforce
11013145,Inactive Investor,Thomas Elkins,Regional Vice President,"Trilogy Capital, Inc. Woburn MA 400 Tradecenter",,,Salesforce
97637,,Garth Driggs,Advisor,"Transamerica Financial Advisors, Inc",garth.driggs@transamerica.com,801-699-9818,
11120881,Inactive Investor,Brandon Grocki,,"Hornor, Townsend & Kent, LLC Eatontown NJ 106 Apple St",bgrocki@htk.com,,Salesforce
11141666,Inactive Investor,Zona Dyer,,PFS Investments Inc. Mount Vernon NY 235 W 1st St,zona.dyer@primerica.com,,Salesforce
10898759,Inactive Investor,Donna Seibert,Senior Client Specialist,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,dseibert@rwbaird.com,,Salesforce
10812343,Inactive Investor,David Skinner,,"Calton & Associates, Inc. Florence AL Private Residence",dskinner@calton.com,,Salesforce
9588443,,Kenneth Fisher,,,kfisher@fi.com,,List import
224086,,Sim F,,[Unknown],fostsimeb@hotmail.com,,
11103163,Inactive Investor,Kyle Griege,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",kyle.griege@ml.com,,Salesforce
9613263,,Vivian Thurston,,,vthurston@williamblair.com,,List import
10856829,Inactive Investor,Dale Breitenfeldt,,NYLIFE Securities LLC Green Bay WI Private Residence,dbreitenfeld@ft.newyorklife.com,,Salesforce
11255171,Inactive Investor,Brian Dillon,Investment Advisor,Sandhill Investment Management,bdillon@sandhill-im.com,,Salesforce
9548115,,Brian Hait,,,hait.brian@principal.com,,List import
10807599,Inactive Investor,Stephen Branham,,"Cambridge Investment Research, Inc. Minneapolis MN 7209 Bristol Cir",,,Salesforce
9643484,,Viktor Andreas,,,andreas.viktor@gmail.com,,List import
9613535,,Hamid hamidiii,,,hamidhamidiii288@gmail.com,,List import
10847982,Inactive Investor,John Miller,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Mechanicsburg PA 100 Sterling Pkwy",john.miller@nm.com,,Salesforce
10858070,Inactive Investor,David Schrader,Managing Director;Partner,Ohana Advisors San Rafael CA 899 Northgate Dr,david@ohanaadvisors.com,,Salesforce
11100274,Inactive Investor,Billy Grayless,,"U.S. Bancorp Investments, Inc. Columbus OH 2970 E Main St",,,Salesforce
10943946,Inactive Investor,Anne Geddes,,LPL Financial LLC Plymouth MI 42197 Ann Arbor Rd E,anne.geddes@lpl.com,,Salesforce
11000283,Inactive Investor,Hyma Gollamudi,,"Bankers Life Securities, Inc. San Diego CA 16855 W Bernardo Dr",hyma.gollamudi@bankerslife.com,,Salesforce
11015853,Inactive Investor,Michael Long,Financial Advisor,Morgan Stanley Hartford CT 225 Asylum St,michael.long@morganstanley.com,,Salesforce
10914041,Inactive Investor,Cheryl Schweiger,Financial Advisor,Edward Jones Madison WI 702 N Blackhawk Ave,cheryl.schweiger@edwardjones.com,,Salesforce
11165581,Inactive Investor,Paris Takonis,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Knoxville TN 800 S Gay St,paris.takonis@ubs.com,,Salesforce
11047276,Inactive Investor,Jared Lynch,,LPL Financial LLC Doylestown PA 182 W Court St,jared.lynch@lpl.com,,Salesforce
11057561,Inactive Investor,Solomon Chehebar,,Jefferies LLC,,,Salesforce
10899910,Inactive Investor,Paola Medrano,,J.P. Morgan Securities LLC Bayside NY 2398 Bell Blvd,paola.medrano@jpmorgan.com,,Salesforce
222970,,Arnold Hoeksma,,[Unknown],arnoldhoeksma@hotmail.com,,
9647830,,Joey Blabaum,,,joey.blabaum@usbank.com,,List import
10989920,Inactive Investor,Kenneth Segers,,PFS Investments Inc. Patchogue NY 475 E Main St,ksegers@primerica.com,,Salesforce
9628735,,Vikram Mansharamani,,,vikram@mansharamani.com,,List import
10897575,Inactive Investor,G. Hopper,Stockholder,"Sycamore Financial Advisors, Inc. Humboldt TN 1420 Osborne St",,,Salesforce
11064147,Inactive Investor,Anthony Assante,,Commonwealth Financial Network Glastonbury CT 701 Hebron Ave,aassante@commonwealth.com,,Salesforce
9617607,,Nathan Good,,,ngood@prairie-capital.com,,List import
11012783,Inactive Investor,Virginia Partin,,Lincoln Investment Fort Myers FL 4972 Royal Gulf Cir,vpartin@lincolninvestment.com,,Salesforce
11080857,Inactive Investor,John Montalvo,,J.P. Morgan Securities LLC Austin TX 15004 Avery Ranch Blvd,,,Salesforce
9630743,,Rohini Manga,,,chinini16r@yahoo.ca,,List import
10778762,Inactive Investor,Melissa McKoy,,"Raymond James & Associates, Inc.",melissa.mckoy@raymondjames.com,,Salesforce
10929616,Inactive Investor,Mark Ramos,,NYLIFE Securities LLC San Dimas CA 140 Via Verde,mramos10@ft.newyorklife.com,,Salesforce
9619904,,Andreina Iglesias,,,andreina.eco@gmail.com,,List import
10645730,,Perpetrial Cotton,,,necee.cotton@tfaconnect.com,,List Import
10757942,Inactive Investor,Andrew Melnick,Chief Investment Strategist;Managing Member;Managing Partner,"SkyView Investment Advisors, LLC",,,Salesforce
11107083,Inactive Investor,Jordan Keefer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jordan_keefer@vanguard.com,,Salesforce
9557342,,Zeno Goldsmith,,,zenogoldsmith1@gmail.com,,List import
10695898,,Diego Galan,,Arax Investment Partners,diego.galan@araxpartners.com,,List Import
11136981,Inactive Investor,Kaleigh Kennedy,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11004638,Inactive Investor,Zachary Brown,Financial Advisor,Edward Jones Oneonta NY 41 S Main St,,,Salesforce
10872622,Inactive Investor,Sharon Thorne,,"Allstate Financial Services, LLC Plymouth NH 56 Main St",sharonthorne@allstate.com,,Salesforce
10903423,Inactive Investor,Walter Franco Rios,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11194488,Inactive Investor,Mario Martin,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",mariomartin@financialguide.com,,Salesforce
11168891,Inactive Investor,Jesse Billela,,Vanguard Marketing Corporation,jesse_billela@vanguard.com,,Salesforce
10860522,Inactive Investor,Crystal Foster,Financial Advisor,Edward Jones Raceland LA 4767 Hwy 1,crystal.bergeron@edwardjones.com,,Salesforce
10933202,Inactive Investor,Kenneth Harvey,Financial Advisor,"Osaic Institutions, Inc. Lynchburg VA 828 Main St",kharvey@infinexgroup.com,,Salesforce
11041345,Inactive Investor,Joseph Wagstaff,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,grant.wagstaff@fmr.com,,Salesforce
9628453,,Eduardo Mendes,,,eduardo_mendes@vanguard.com,,List import
11090119,Inactive Investor,Abdul-Jaleel Awini,,"Empower Financial Services, Inc Elizabeth CO Private Residence",abdul-jaleel.awini@empower.com,,Salesforce
11217260,,William Paras,,,wparas@hazlettburt.com,,Other
10816552,Inactive Investor,David Cota,Director;Executive Vice President,"Northland Securities, Inc.",,,Salesforce
10916256,Inactive Investor,Francis Seneco,,"Oberlin Financial International, LLC",,,Salesforce
10990203,Inactive Investor,Blake Wiskirchen,,"Cambridge Investment Research, Inc. Mequon WI 11649-N Port Washtington Rd",,,Salesforce
374744,,Richard DiAngelo,,[Unknown],rdiangelo@ctfg.co,,Event
9636663,,Stanley Wong,,,swong@hanys.org,,List import
9586827,,Jason Gray,,,jason.gray@fmr.com,,List import
10815148,Inactive Investor,Norman Nachbar,,"Herold & Lantern Investments, Inc.",norman@heroldlantern.com,,Salesforce
11159169,Inactive Investor,Patricia Rosendahl,Financial Advisor,Edward Jones Jensen Beach FL 686 NE Jensen Beach Blvd,pat.rosendahl@edwardjones.com,,Salesforce
11049302,Inactive Investor,Valerie Mayer Lopez,,UBS Financial Services Inc. Washington DC 1501 K St NW,,,Salesforce
11196571,Inactive Investor,Johnna Kendrick,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",johnna.kendrick@firstcitizens.com,,Salesforce
9545410,,Elena Cebollero,,,cebolleroe@yahoo.com,,List import
248229,,Siwat Hengsakul,Founder,Luccup,siwat.hengsakul@alumni.ie.edu,,Manual List Upload
10823140,Inactive Investor,Artono Budhiman,Financial Advisor,"Wells Fargo Clearing Services, LLC Montrose CA 2434 Honolulu Ave",artono.budhiman@wellsfargo.com,,Salesforce
9556539,,Hasan Demir,,,hasandemir364@gmail.com,,List import
11081357,Inactive Investor,Kathaleen Muilwyk,,"NewEdge Securities, Inc. Greenville SC 124 Verdae Blvd",,,Salesforce
9572552,,Thomas Buttacavoli,,,tbutta@waterfallam.com,,List import
9557968,,Thomas Anderson,,,tanderson@lasallest.com,,List import
11076964,Inactive Investor,James Wetton,Financial Advisor,PNC Investments Saint Louis MO 120 S Central Ave,james.wetton@pnc.com,,Salesforce
241712,,luis natividad,,[Unknown],luisnat@gmail.com,,source
10770942,Inactive Investor,William Morales,Financial Advisor,Edward Jones Wesley Chapel FL 2653 Bruce B Downs Blvd,william.morales@edwardjones.com,,Salesforce
11132907,Inactive Investor,Gail Van Patten,Financial Advisor,Edward Jones Nampa ID 16231 N Brinson St,,,Salesforce
6951968,,sad wet,,,coyec52885@wifame.com,,Web form fillout
11175951,Inactive Investor,Mark Hemann,Financial Associate,Thrivent Investment Management Inc. Spring TX 4405 Spring Cypress Rd,mark.hemann@thrivent.com,,Salesforce
372451,,Jean Lee,,United States,jili222@yahoo.com,,Salesforce
11082021,Inactive Investor,Richard O'Connor,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",richard.oconnor@ml.com,,Salesforce
11169924,Inactive Investor,Benjamin Trinkley,,J.P. Morgan Securities LLC Pittsburgh PA 5832 Forbes Ave,,,Salesforce
10987184,Inactive Investor,Troy Testa,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
10789810,Inactive Investor,Joel Schwartz,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",joel.schwartz@usbank.com,,Salesforce
10956569,Inactive Investor,Jason Jacobs,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",,,Salesforce
11174213,Inactive Investor,Bradley Clark,Financial Advisor,Edward Jones Paducah KY 88 Plantation Dr,brad.clark@edwardjones.com,,Salesforce
10990329,Inactive Investor,Nicolas Elizondo,,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,nicolas.elizondo@thrivent.com,,Salesforce
10980097,Inactive Investor,Tiffany Allen,,"Empower Financial Services, Inc Spartanburg SC Private Residence",tiffany.allen@empower.com,,Salesforce
10908582,Inactive Investor,Paul Longobardi,,Lincoln Investment Braintree MA 35 Braintree Hill Office Park,plongobardi@lincolninvestment.com,,Salesforce
11236508,Inactive Investor,Ryan DiFabrizio,Senior Wealth Manager,WealthFD,,,Salesforce
10831958,Inactive Investor,Ulrich Frowein,Vice President,UBS Financial Services Inc. Honolulu HI 733 Bishop St,ulrich.frowein@ubs.com,,Salesforce
349825,,Dean Millonas,Managing Member,"Cornerstone Wealth Management, Llc",dean.millonas@lpl.com,636-397-6200,Manual List Upload
10867179,Inactive Investor,Jesse Park,Private Banker,Citigroup Global Markets Inc.,,,Salesforce
207554,,Robert Neiman,Principal,"Neiman Wealth Management, Llc",bob@bobneiman.com,516-680-1653,Manual List Upload
11102160,Inactive Investor,Tiffany Browne,,PFS Investments Inc. Lyndhurst NJ 1099 Wall St W,tbrowne@primerica.com,,Salesforce
10928184,Inactive Investor,Dustin Bullins,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11189411,Inactive Investor,Michael McFarland,Financial Advisor,LPL Financial LLC Punta Gorda FL 2310 Tamiami Trl,michael.mcfarland@lpl.com,,Salesforce
9629659,,Dks Shfbf,,,sd@gm.co,,List import
7443664,,Puki Lu,,,seribukitceylon@gmail.com,,Web Form Fillout
10896744,Inactive Investor,John Baker,Financial Advisor,Edward Jones Spring TX 4545 Research Forest Dr,john.baker@edwardjones.com,,Salesforce
11121363,Inactive Investor,Jasmine Ards,,"Securities Management & Research, Inc.",,,Salesforce
10806167,Inactive Investor,John Davis,Vice President,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",,,Salesforce
11136287,Inactive Investor,Garrett Evans,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9544760,,chen zou,,,zouchen1203@gmail.com,,List import
10648412,,Robert Weaver,,,robert.weaver@fidelity.com,,List Import
10881832,Inactive Investor,Thayer Smith,Chief Executive Officer;Founder;Member,Bayshore Capital,,,Salesforce
336297,,John Toussaint,Managing Director,"Bain Capital Public Equity, Lp",jtoussaint@brooksidefund.com,617-516-2318,Manual List Upload
11261265,Inactive Investor,James Weaver,Financial Advisor;Senior Vice President,"Sequoia Financial Group, L.L.C. Cleveland OH 1350 Euclid Ave",,,Salesforce
11079772,Inactive Investor,Charles Abbott,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,charles.abbott@jpmorgan.com,,Salesforce
52812,,Joan Guccione,President And Chief Compliance Officer,Fleetwood Asset Management Ltd.,joan@fleetwoodasset.com,914-468-1002,Manual List Upload
10365352,,dead dead,,,polakvern497@gmail.com,,Web form fillout
11107528,Inactive Investor,Raymond Saliba,Managing Member;Principal,Saliba Asset Management L.L.C. Huntsville AL 112 Southside Sq,gary@samllc.com,,Salesforce
11117713,Inactive Investor,Geoffrey Collins,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wilmington NC 1979 Eastwood Rd",geoffrey.collins@wellsfargoadvisors.com,,Salesforce
10831183,Inactive Investor,Lisa Donovan,,LPL Financial LLC Conshohocken PA 200 Barr Harbor Dr,lisa.donovan@lpl.com,,Salesforce
228794,,brecan feeley -,,brecan feeley [[Unknown]],feeleybrecan7@gmail.com,,Direct
11044744,Inactive Investor,Charles Hessler,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",chuck.hessler@wellsfargoadvisors.com,,Salesforce
9415776,,CJ Charles Lanktree,,CJ Lanktree,cj@ltdventures.io,,Organic Search
10882538,Inactive Investor,Mark Opp,Financial Advisor,Edward Jones Sioux Falls SD 6340 S Western Ave,mark.opp@edwardjones.com,,Salesforce
10795431,Inactive Investor,Ryan Kelly,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
11000406,Inactive Investor,Robert London,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",robert.london@nm.com,,Salesforce
192001,,Yuri Khrustalev,,Russia,yuri.khrustalev@gmail.com,,source
11030368,Inactive Investor,David Herbeck,,"Northwestern Mutual Investment Services, LLC Monroeville PA 2790 Mosside Blvd",david.herbeck@nm.com,,Salesforce
9573238,,Akbar Fathalipour,,,a.fathalipour62@gmail.com,,List import
10872384,Inactive Investor,John Penna,,"Cadaret, Grant & Co., Inc. Buffalo NY 1967 Wehrle Dr",,,Salesforce
9622372,,Valentin Nicolas,,,valentinnicolas28@gmail.com,,List import
10918762,Inactive Investor,Joseph Dankowski,,"Osaic FA, Inc. Cockeysville MD 307 International Cir",joseph.dankowski@lfg.com,,Salesforce
10645298,,Sydney Rainey-Gay,,,sydney.rainey@chase.com,,List Import
10868343,Inactive Investor,Donald Gronke,,State Farm VP Management Corp. Fargo ND 5180 Prosperity Way S,donald.d.gronke.jytg@statefarm.com,,Salesforce
10775749,Inactive Investor,Liam Kennedy,Investment Associate,J.P. Morgan Securities LLC New York NY 32 University Pl,liam.kennedy@jpmorgan.com,,Salesforce
11019604,Inactive Investor,John Prudhomme,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",mark.prudhomme@nm.com,,Salesforce
10953154,Inactive Investor,Patrick Hermann,,"Raymond James Financial Services, Inc. Hastings NE 747 N Burlington Ave",pat.hermann@raymondjames.com,,Salesforce
10858814,Inactive Investor,Adam Freeland,"Certified Financial Planner™, Managing Principal","Cambridge Investment Research, Inc. Bel Air MD 836 S Main St",adam@harfordfinancialgroup.com,410-838-2992,Salesforce
10938166,Inactive Investor,Shelly Wiemann,,"Raymond James Financial Services, Inc. Los Alamos NM 2101 Trinity Dr",shelly.wiemann@raymondjames.com,,Salesforce
11101913,Inactive Investor,Ryan Gill,,J.P. Morgan Securities LLC Milwaukee WI 8737 N Port Washington Rd,ryan.j.gill@chase.com,,Salesforce
10778540,Inactive Investor,Scott Sobol,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Grand Blanc MI 9475 Holly Rd,scott.sobol@opco.com,,Salesforce
9625927,,Fanny Wulandari,,,dwulz@yahoo.com,,List import
671,,,,,dduchemin01@sfr.fr,,
11215810,,James Xiang,,,jamesxiang8848@gmail.com,,Web Form Fillout
11033237,Inactive Investor,Kevin Egan,,"Fortune Financial Services, Inc. Cincinnati OH 9428 Kenwood Rd",,,Salesforce
9586333,,David Hays,,,davidhays@cfci.us,,List Import
351884,,Greg TRUE,Vice President,Richview Advisors,gregtrue@richviewadvisors.com,937-294-7409,Manual List Upload
352307,,Jeff Brimm,Regional Director,Stonebridge Capital Advisors Llc,jbrimm@stonebridgecap.com,651-251-1000,Manual List Upload
11254852,Inactive Investor,Josh Russell,Investment Manager,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",joshua.russell@ampf.com,,Salesforce
11217241,,Thomas Donahue,,,landerson@federatedinv.com,,Other
10886132,Inactive Investor,Matthew Ramer,Financial Advisor,PNC Investments Auburn IN 101 N Main St,matthew.ramer@pnc.com,,Salesforce
11259941,Inactive Investor,Shaun Greene,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10920715,Inactive Investor,Keith Mensendiek,Financial Advisor,Thrivent Investment Management Inc. Jonesville IN 103 Rodgers Ln,keith.mensendiek@thrivent.com,,Salesforce
10800370,Inactive Investor,Benjamin Johnson,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
11178973,Inactive Investor,Joshua Noah,,Fidelity Brokerage Services LLC Little Rock AR 17400 Chenal Pkwy,,,Salesforce
10644304,,Alison Fyhrie,,,alison.fyhrie@nm.com,,List Import
9589908,,David Fischer,,,david@f-cap.com,,List import
11067171,Inactive Investor,Jeffrey Brunner,Senior Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,jeffrey.brunner@ubs.com,,Salesforce
221379,,Marlo Carillo,,[Unknown],marlowe_2017@yahoo.com,,Paid Social
216282,,Mariha Gibbs,,[Unknown],mariha.gibbs@nasdaq.com,,Event
10616448,,Tracy Miller,,,tmiller@wintrustwealth.com,,List Import
10931644,Inactive Investor,Mason Hardy,Vice President,LPL Financial LLC Columbia SC 1330 Lady St,mason.hardy@lpl.com,,Salesforce
11169155,Inactive Investor,Jonathan Haynes,,"Raymond James Financial Services, Inc. Winston Salem NC 3447 Robinhood Rd",chad.haynes@raymondjames.com,,Salesforce
10613058,,Nicholas Doro,"Senior Financial Advisor, Vice President",,nicholas_doro@ml.com,,List Import
10659352,,Christopher Jamison,,,christophergeorelljamison@primerica.com,,List Import
11048160,Inactive Investor,Charles Hughes,,"Wilmington Capital Securities, LLC Fort Lauderdale FL 275 Commercial Blvd",chughes@wilmingtoncap.com,,Salesforce
1004261,Inactive Investor,Warren Andrukow,,Warren Andrukow,warren.andrukow@rbc.com,,3rd Party Lead Gen
10796752,Inactive Investor,John Boselli,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.boselli@ubs.com,,Salesforce
10771511,Inactive Investor,Keith Gillies,,"Ameritas Investment Company, LLC La Place LA 610 Belle Terre Blvd",kgillies@ameritas.com,,Salesforce
9603838,,Nilda Shreve,,,aric2001@yahoo.com,,List import
10616945,,Mark Triscik,,,mark.triscik@raymondjames.com,,List Import
11047911,Inactive Investor,Thomas Bussone,,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",,,Salesforce
10809800,Inactive Investor,Christopher Caputo,,Cetera Advisors LLC Eatontown NJ 442 Hwy 35,christopher.caputo@ceteraadvisors.com,,Salesforce
10799367,Inactive Investor,Theodore Bates,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,tbates@rwbaird.com,,Salesforce
10487419,,Lal Echterhoff,"Chief Investment Officer, Director - Equities, Senior Portfolio Manager",Level Four Advisory Services,lechterhoff@levelfourfinancial.com,,List Import
11123249,Inactive Investor,Michael Steinkamp,Financial Advisor,"Independent Financial Group, LLC Saint Louis MO 10805 Sunset Office Dr",,,Salesforce
10985650,Inactive Investor,Judi Waters,,PFS Investments Inc. San Jose CA 3031 Tisch Way,judi.waters@primerica.com,,Salesforce
11050944,Inactive Investor,Brian Sabo,Member;Partner,"Verdence Capital Advisors, LLC",bsabo@verdence.com,,Salesforce
11196068,Inactive Investor,Anita Ravani,,Citigroup Global Markets Inc. Hermosa Beach CA 81 Pier Ave,,,Salesforce
10765580,Inactive Investor,Tracee Schraeder,Financial Advisor;Portfolio Manager;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",tracee.l.schraeder@wellsfargoadvisors.com,,Salesforce
10987113,Inactive Investor,Kristopher Hunter,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
9594334,,Clarke Futch,,,clarke.futch@cowen.com,,List import
10647150,,Jerome Perkins,,,jerome_perkins@schaeferfinancial.com,,List Import
10987938,Inactive Investor,Anna Yang,,NYLIFE Securities LLC Franklin TN 3401 Mallory Ln,ayang03@ft.newyorklife.com,,Salesforce
11172777,Inactive Investor,Daniel Baars,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_baars@vanguard.com,,Salesforce
150321,,Brian Howell,,[Unknown],bkyle3000@gmail.com,,Webinar
11017451,Inactive Investor,Wylie Bistodeau,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",wylie.bistodeau@nm.com,,Salesforce
10853651,Inactive Investor,Michael Godlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",michael.godlin@wellsfargoadvisors.com,,Salesforce
10983050,Inactive Investor,Tucker Joseph,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",tucker.joseph@nm.com,,Salesforce
11174261,Inactive Investor,Shane Adkins,,LPL Financial LLC Springfield IL 3330 Ginger Creek Dr,shane.adkins@lpl.com,,Salesforce
229077,, -,,[[Unknown]],alipiri0206@gmail.com,,
9583172,,Kevin Dumont,,,kevin@dumontwealth.com,,List import
10662149,,Gergana Vasileva,,,gergana@jfgplan.com,,List Import
10794392,Inactive Investor,David Bailey,,The Huntington Investment Company Chicago IL 222 N La Salle St,andrew.bailey@huntington.com,,Salesforce
10998371,Inactive Investor,Patrick Meraz,,"CUSO Financial Services, L.P. Houston TX 16430 Park 10 Pl",,,Salesforce
11087456,Inactive Investor,Tanekqua Harvey,,PFS Investments Inc. Mount Laurel NJ 3747 Church Rd,tanekquam.wallace@primerica.com,,Salesforce
10908147,Inactive Investor,J Neynaber,,PFS Investments Inc. Portage MI 1595 W Centre Ave,j.neynaber@primerica.com,,Salesforce
9562399,,Michelle Curtis,,,mcurtis@hamiltonlane.com,,List import
11158659,Inactive Investor,Abraham Ades,Chief Compliance Officer;President,Ades Wealth Management Inc.,,,Salesforce
11038219,Inactive Investor,Kimberly Janowski,,PlanMember Securities Corporation Farmingville NY 2410 N Ocean Ave,,,Salesforce
11030054,Inactive Investor,Kirsten Saettele,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9558439,,Patricia Mayes,,,patricia.mayes.88@icloud.com,,List import
216604,,Robert Nolan,,[Unknown],rbn602@gmail.com,,Event
10644948,,Michael Fineman,,,mfineman@lincolninternational.com,,List Import
10887314,Inactive Investor,Robert Bechtold,,"Osaic Wealth, Inc. Avondale PA Private Residence",,,Salesforce
339530,,Kevin Williams,Vice President Of Finance,"Aprio Wealth Management, Llc",kevin.williams@aprio.com,404-892-9651,Manual List Upload
10774588,Inactive Investor,Richard Ribek,Director - Investments,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,richard.ribek@opco.com,,Salesforce
9561661,,Ken OSullivan,,,slonavillus@gmail.com,,List import
11116940,Inactive Investor,Gonzalo Villasenor,,J.P. Morgan Securities LLC Willowbrook IL 150 Burr Ridge Pkwy,gonzalo.villasenor@chase.com,,Salesforce
10603752,,Caryn Zweig,"Chief Executive Officer, Member, Senior Investment Officer, Senior Portfolio Manager","Abner Herrman & Brock, LLC",czweig@ahbi.com,201-484-2000,List import
11062941,Inactive Investor,Michael Ferrera,,"Osaic Wealth, Inc. Ontario CA 4141 Inland Empire Blvd",,,Salesforce
11107010,Inactive Investor,Kenny Conwell,Chief Compliance Officer;Co-Founder;Managing Member;Managing Partner,"Capitalwize, LLC",kconwell@capitalwize.co,,Salesforce
10855903,Inactive Investor,Kyle Relken,,Fidelity Brokerage Services LLC Exton PA 300 Main St,kylerelken.team@fidelity.com,,Salesforce
10839033,Inactive Investor,Arnold Aldus,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Murrieta CA 23781 Washington Ave",arnold.aldus@ml.com,,Salesforce
11070349,Inactive Investor,Emmet Yeazell,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",emmet.yeazell@wellsfargoadvisors.com,,Salesforce
10770249,Inactive Investor,Sonya Thadhani,Chief Executive Officer,"Bailard, Inc.",smughal@bailard.com,,Salesforce
9638469,,Susanna Kim,,,susan.kim@rkpsg.com,,List import
9619363,,Radford Klotz,,,radford.klotz@bbh.com,,List import
10870326,Inactive Investor,Timothy Honce,Private Wealth Lead Advisor,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",tim.honce@nm.com,,Salesforce
344195,,Mike Stewart,Investment Advisor,Wms Group Llc,wmsgroup@advisormike.com,985-809-0530,Manual List Upload
10531800,,Wendy Dormer,IA Compliance,Osaic,wdormer@osaic.com,480-678-3651,List Import
11041848,Inactive Investor,Jason Rashbaum,,J.P. Morgan Securities LLC Skokie IL 7941 N Lincoln Ave,jason.rashbaum@chase.com,,Salesforce
11149982,Inactive Investor,George Scarborough,Financial Advisor,LPL Financial LLC Allen TX 790 S Watters Rd,george.scarborough@lpl.com,,Salesforce
9549814,,Douglas Friedman,,,dfriedman@luxorcap.com,,List import
11089163,Inactive Investor,Kelly Milligan,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,,,Salesforce
11091942,Inactive Investor,Daniel Wayong,,J.P. Morgan Securities LLC Redmond WA 8010 164th Ave NE,daniel.i.wayong@jpmorgan.com,,Salesforce
11104947,Inactive Investor,Brian Ballard,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Salt Lake City UT 95 S State St,brian.ballard@ubs.com,,Salesforce
9572771,,Paul Scherer,,,pscherer@bbinvestments.com,,List import
10966486,Inactive Investor,Christopher Hess,,NYLIFE Securities LLC Bemidji MN Private Residence,,,Salesforce
9593992,,Thomas Ross,,,thomas.ross@yahoo.com,,List import
10999889,Inactive Investor,Travis Etheridge,Financial Professional,Money Concepts Capital Corp Centralia IL 418 S Poplar St,,,Salesforce
11033125,Inactive Investor,Douglas Guziec,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",douglas.guziec@wellsfargoadvisors.com,,Salesforce
11093351,Inactive Investor,Justin Martin,Financial Advisor,Robert W. Baird & Co. Incorporated Fairfax VA 12500 Fair Lakes Cir,,,Salesforce
11204283,Inactive Investor,Royce Angel,Chief Compliance Officer;Managing Member,"AngelRoyce Wealth Advisors, LLC Greer SC 201 Firethorne Dr",neal@angelroyce.com,,Salesforce
11066389,Inactive Investor,Henry Griese,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,henry.griese@primerica.com,,Salesforce
10967285,Inactive Investor,Juan Torres,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
9641433,,Sheldon Pittleman,,,smp2082001@yahoo.com,,List import
10800061,Inactive Investor,Joseph Marrocco,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,joseph.marrocco@jpmorgan.com,,Salesforce
10619872,,Stephen Granstrand,,,sgranstrand@heardcapital.com,,List Import
9558316,,PAUL CUVA,,,paulcuva@optonline.net,,List import
11023142,Inactive Investor,Theodore Rogu,Financial Professional,"MML Investors Services, LLC Melville NY 48 S Service Rd",,,Salesforce
11062805,Inactive Investor,Peter McCarron,,"Raymond James Financial Services, Inc. Saddle Brook NJ 250 Pehle Ave",peter.mccarron@raymondjames.com,,Salesforce
10942394,Inactive Investor,Analisa Gandevani,,Goldman Sachs & Co.,,,Salesforce
10619629,,Thomas Assicurato,,,thomas.assicurato@nuveen.com,,List Import
10776115,Inactive Investor,Robert Clark,Senior Relationship Specialist,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",robert.clark@schwab.com,,Salesforce
11157142,Inactive Investor,Brett Demuzio,,"American Fidelity Securities, Inc.",brett.demuzio@af-group.com,,Salesforce
7132367,,Athanase Nimbona,,,nimbona.athanase@gmail.com,,Web Form Fillout
10604341,,Anita Rest,self,humboldt Retreat,anitahrest@gmail.com,7078385246,List Import
11107952,Inactive Investor,Tanna Heathcott,Financial Advisor,Edward Jones Tullahoma TN 142 Jack Farrar Ln,tanna.heathcott@edwardjones.com,,Salesforce
11104251,Inactive Investor,Gene Dongieux,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Co-Founder;Investment Committee;Managing Member,"Ariadne Wealth Management, LP",gene@ariadnewealth.com,,Salesforce
10952300,Inactive Investor,Alexandra Russo,,Fidelity Brokerage Services LLC Vineland NJ Private Residence,,,Salesforce
10760413,Inactive Investor,Brandon Cable,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
11146629,Inactive Investor,Ronald Jackson,,Morgan Stanley Winston-Salem NC 100 N Main St,,,Salesforce
9577106,,Terrence Lee,,,gorbachefchew@yahoo.com,,List import
11230469,Inactive Investor,Deepika Naga Kalanadhabhatla,,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",,,Salesforce
10914466,Inactive Investor,Alan Anderson,Managing Member,"Yavapai Financial Planning, L.L.C.",,,Salesforce
124680,,Justin Horton,"Founding Partner, Wealth Advisor","Stratos Wealth Partners, Ltd",jhorton@stratoswp.com,440-505-5594,
9610037,,User UserUser,,,useruserx7@gmail.com,,List import
10956094,Inactive Investor,Mark Lorenz,Founder;President,Lorenz Financial,,,Salesforce
11055323,Inactive Investor,Mark Delucia,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10997116,Inactive Investor,Rosten Tsuha,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
11061486,Inactive Investor,Christopher Alvarez,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
9627937,,Levi Jeans,,,mr.sibut80@kopsoral.com,,List import
11040095,Inactive Investor,Nicole Blaschke,Senior Client Service Associate,Morgan Stanley Spring TX 24 Waterway Ave,,,Salesforce
10839782,Inactive Investor,Adam Frapart,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,adam.frapart@us.hsbc.com,,Salesforce
91847,,Sean Sebold,"President, Chief Compliance Officer","Sebold Capital Management, Inc",sts@seboldcapital.com,630-548-9700,Manual List Upload
7199752,,Clive ROSIER,,,clive@bayliss-co.uk,,Web form fillout
9606851,,Raven Richardson,,,raven.s.richardson@icloud.com,,List import
10920279,Inactive Investor,Riza Hernandez,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Founder,EntreFolio Wealth Management Oakland CA 344 20th St,riza@entrefolio.com,,Salesforce
11136049,Inactive Investor,Peter Weiler,Investment Advisor,Commonwealth Financial Network Stuart FL 515 SW Camden Ave,pweiler@commonwealth.com,,Salesforce
10851032,Inactive Investor,Patrick Giller,Private Wealth Advisor,"Osaic FA, Inc. Columbus OH 7650 Rivers Edge Dr",pat.giller@lfg.com,,Salesforce
9551255,,Franz Weber,,,han.rjk@gmail.com,,List import
345161,,Martin Paul,Member,"Bright Futures Wealth Management, Llc",martypaul@martinpaulandassociates.com,585-231-1595,Manual List Upload
10901585,Inactive Investor,Xiaoxiao Huang,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,xiaoxiao.huang@jpmorgan.com,,Salesforce
10996300,Inactive Investor,Arthur Gallo,,Lombard Securities Incorporated York PA 1938 Security Dr,,,Salesforce
11259959,Inactive Investor,Jason Garden,Banker;Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
248951,,Jose Arnoldo Arriaza Saavedra,Director,Grupo Gente,jose.arriaza@grupogente.com,,Manual List Upload
11078564,Inactive Investor,Emilie George,Senior Client Service Associate,"Raymond James & Associates, Inc. Minneapolis MN 3600 Minnesota Dr",emilie.george@raymondjames.com,,Salesforce
11152977,Inactive Investor,Nicholas Reiland,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 2 E Mifflin St",nicholas_reiland@ml.com,,Salesforce
11199828,Inactive Investor,James Gamboa,,"Osaic FS, Inc. Wayne PA 150 Radnor Street Rd",james.gamboa@lfg.com,,Salesforce
11205403,Inactive Investor,Melissa Shockley,First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC McAllen TX 4900 N 10th St",melissa.magana@wellsfargoadvisors.com,,Salesforce
116541,,Christopher Lauver,,"VALIC Financial Advisors, Inc.",christopher.lauver@valic.com,908-470-4110,
9551878,,Lesley Burrows,,,lesleycburrows@gmail.com,,List import
9636258,,Gerrit Nicholas,,,gnicholas@orionenergypartners.com,,List import
204946,,Diogo Setubal,,[Unknown],diogo.setubal.cm@gmail.com,,
10859094,Inactive Investor,John Fierro,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Los Alamitos CA Private Residence",john.fierro@rbc.com,,Salesforce
10897774,Inactive Investor,Roderick Gulley,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",roderick.gulleyjr@tiaa.org,,Salesforce
10851021,Inactive Investor,Jason Woods,Financial Advisor,Edward Jones Vernal UT 755 W Hwy 40,jason.woods@edwardjones.com,,Salesforce
10894366,Inactive Investor,Christopher Reilly,Financial Advisor,Edward Jones Troy NY 258 Hoosick St,christopher.reilly@edwardjones.com,,Salesforce
10904460,Inactive Investor,Brian Lee,Senior Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",brian.k.lee@prudential.com,,Salesforce
11082394,Inactive Investor,George Harris,,BNY Mellon Securities Corporation Sarasota FL Private Residence,george.harris@bnymellon.com,,Salesforce
11196152,Inactive Investor,Royce Gore,,Cetera Advisors LLC Birmingham AL 600 Vestavia Pkwy,,,Salesforce
10988737,Inactive Investor,Wesley Escher,,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,wescher@primerica.com,,Salesforce
109711,,Nana Kwasi Bondzie,,Donewell life,bondzienanakwasi@gmail.com,2.3305E+12,
11005222,Inactive Investor,Noah Cabrera,,B. Riley Wealth Management Westbury NY 400 Post Ave,,,Salesforce
10824725,Inactive Investor,David Kotecki,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mishawaka IN 515 Park Place Cir",david.j.kotecki@ampf.com,,Salesforce
10987539,Inactive Investor,Renee Borchardt,,Commonwealth Financial Network Peachtree City GA 1401 Georgian Park,rborchardt@commonwealth.com,,Salesforce
348319,,David Heilbrunn,"Senior Managing Director,head Of Product Development And Capital Raising",Churchill Asset Management Llc,david.heilbrunn@churchillam.com,212-478-9200,Manual List Upload
10848422,Inactive Investor,Evan Silverman,Financial Advisor,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,evan.silverman@morganstanley.com,,Salesforce
349572,,Ari Glass,Founder/CEO,Boothbay,aglass@bbaymgmt.com,212-332-2676,Manual List Upload
9602037,,jugal patel,,,jugalpatel96@yahoo.com,,List import
10905565,Inactive Investor,Robert Groves,,"Harbour Investments, Inc. Appleton WI 215 S State St",,,Salesforce
10983983,Inactive Investor,Padmawatti Parsan,,PFS Investments Inc. South Ozone Park NY 11587 Lefferts Blvd,pparsan@primerica.com,,Salesforce
10985608,Inactive Investor,Patricia Bailey,,Founders Financial Securities LLC Brookfield CT 1 Huckleberry Hill Rd,,,Salesforce
10787427,Inactive Investor,Joanne Jupiter,Business Productivity Specialist;Senior Private Client Associate,Janney Montgomery Scott LLC Miami FL 8950 SW 74th Ct,jjupiter@janney.com,,Salesforce
10964015,Inactive Investor,Mariano Romero Reynaud,,"Alterna Securities, Inc.",,,Salesforce
11199962,Inactive Investor,William Nelson,,Morgan Stanley Augusta GA 1 10th St,al.nelson@morganstanley.com,,Salesforce
10768477,Inactive Investor,Dana Stegman,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,dana.stegman@edwardjones.com,,Salesforce
11211826,Inactive Investor,Jeffrey Wakefield,,"Ameriprise Financial Services, LLC Northampton MA 196 Pleasant St",jeffrey.l.wakefield@ampf.com,,Salesforce
11025988,Inactive Investor,Arturo Andrade,,PFS Investments Inc. Palm Desert CA 74040 El Paseo,aandrade@primerica.com,,Salesforce
9626064,,Saurav Singh,,,singhsaurav486@gmail.com,,List import
10907998,Inactive Investor,Danny Elser,,Cetera Advisor Networks LLC Billings MT 3936 Avenue B,dan.elser@ceterawealth.com,,Salesforce
10857447,Inactive Investor,Justin Cleare,,Commonwealth Financial Network,jcleare@commonwealth.com,,Salesforce
10929449,Inactive Investor,Eric Graffe Ostos,,Fidelity Brokerage Services LLC Columbia MD 10101 Twin Rivers Rd,eric.graffe@fmr.com,,Salesforce
11007654,Inactive Investor,Jeremy Busa,Financial Advisor,"Equitable Advisors, LLC Plantsville CT 772 S Main St",jeremy.busa@equitable.com,,Salesforce
9610171,,ergin ergin,,,ergingenc@gmail.com,,List import
11056921,Inactive Investor,David King,,J.P. Morgan Securities LLC Mission KS 2814 Shawnee Mission Pkwy,david.king@jpmorgan.com,,Salesforce
10658792,,Ross Sparenblek,,,rsparenblek@williamblair.com,,List Import
10777078,Inactive Investor,Wendy Piniecki,Senior Client Service Associate,Morgan Stanley Baltimore MD 1201 Wills St,wendy.a.piniecki@morganstanley.com,,Salesforce
11204553,Inactive Investor,Gregory Wittland,,"Cambridge Investment Research, Inc. Quincy IL 1200 Hampshire St",,,Salesforce
10811606,Inactive Investor,Lisa Bramer,,LPL Financial LLC Louisville KY 6801 Dixie Hwy,lisa.bramer@lpl.com,,Salesforce
10832812,Inactive Investor,Stefanee Taylor-Wells,,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",stefanee.taylor-wells@wfadvisors.com,,Salesforce
9572561,,Renee Julian,,,rjulian@fb.com,,List import
9610581,,Sean Williams,,,seanjoewilliams@gmail.com,,List import
10887840,Inactive Investor,Karen Baer,Senior Wealth Advisor,"The Colony Group, LLC Easton MD 28 S Washington St",kbaer@thecolonygroup.com,,Salesforce
11220896,,Doug Graumann,,,doug@domiinvestors.com,,List Import
10989127,Inactive Investor,Paige Pizzemento,,NYLIFE Securities LLC Albany NY 5 Washington Sq,ppizzemento@eaglestrategies.com,,Salesforce
10906083,Inactive Investor,Robert Gahwiler,Associate,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11042659,Inactive Investor,Bruce Stein,Chief Compliance Officer;President;Shareholder,BAS Capital,,,Salesforce
10827510,Inactive Investor,Andrew Pittinos,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",apittinos@truist.com,,Salesforce
10826394,Inactive Investor,Vincent Stach,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",vincent.stach@equitable.com,,Salesforce
9568207,,Kenneth Jones,,,kenny@alchemy-studio.co.uk,,List import
372842,,Edgar Francisco Valencia Montiel,,Mexico,ef.vamo@gmail.com,,source
10911536,Inactive Investor,Mark Koontz,,Maxim Group LLC,mkoontz@maximgrp.com,,Salesforce
9627417,,Vahid Inanloo,,,vahidinanloo37@gmail.com,,List import
11116969,Inactive Investor,Jeffrey Sweet,,"Pruco Securities, LLC. Hendersonville TN 113 Hazel Path",jeffrey.sweet@prudential.com,,Salesforce
10867201,Inactive Investor,Derek Guzman,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
233633,, -,,[[Unknown]],mattresshardware@yahoo.com,,Organic Search
10615607,,David Schwartz,"Financial Advisor, Principal",,sschwa8433@aol.com,,List Import
10985426,Inactive Investor,Carla Oliveira,,Cetera Investment Services LLC Staten Island NY Private Residence,carla.oliveira@ceterainvestors.com,,Salesforce
10612436,,Aron Mestel,Financial Advisor,,aron.mestel@ampf.com,,List Import
10865642,Inactive Investor,Blair Bedgood,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,blair.bedgood@jpmorgan.com,,Salesforce
11222565,,Daniel Wittekind,,,dwittekind@firstrepublic.com,,List Import
343570,,Cody Elwood,,Mcmill Cpa And Advisors,codye@wealthfirm.info,402-371-1160,Manual List Upload
10980995,Inactive Investor,Jacob Conn,Associate,"Ameriprise Financial Services, LLC Indianapolis IN 2900 E 96th St",jacob.1.conn@ampf.com,,Salesforce
10914385,Inactive Investor,Dorne Hall,Financial Advisor;Franchise Owner,LPL Financial LLC Lehi UT 3450 N Triumph Blvd,dorne.hall@ampf.com,,Salesforce
10784085,Inactive Investor,Jennifer Rigby,,Morgan Stanley New Orleans LA 1100 Poydras St,jennifer.rigby@morganstanley.com,,Salesforce
11042292,Inactive Investor,Andrew Glenn,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11075150,Inactive Investor,Neil Olmstead,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 2000 Glades Rd",neil.olmstead@ml.com,,Salesforce
11151108,Inactive Investor,Beverly Roe,,LPL Financial LLC Georgetown DE 22205 Dupont Blvd,beverly.roe@lpl.com,,Salesforce
10973574,Inactive Investor,Jose Leon,Private Client Advisor,J.P. Morgan Securities LLC Torrance CA 4840 W 190th St,jose.leon@jpmorgan.com,,Salesforce
11070848,Inactive Investor,Edison Miller,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",edison.miller@ml.com,,Salesforce
11168522,Inactive Investor,Douglas Stevens,,PlanMember Securities Corporation,dstevens@planmembersec.com,,Salesforce
10868067,Inactive Investor,Nicholas Demaio,,State Farm VP Management Corp. Perkasie PA 621 W Market St,nick.demaio.ngf2@statefarm.com,,Salesforce
9550397,,Barry Kaplan,,,barry.kaplan@mapletreecapital.com,,List import
9575020,,Glenn Smith,,,grsmith@unitedplanners.com,,List import
10794237,Inactive Investor,James Cattaneo,Wealth Management Advisor,OneDigital Investment Advisors Auburn Hills MI 3254 University Dr,jcattaneo@onedigital.com,,Salesforce
9600374,,Raghavendra Kulkarni,,,rrkulkarni2005@gmail.com,,List import
10878695,Inactive Investor,Christopher Camilli,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10963588,Inactive Investor,Erin Muranovic,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",erin.muranovic@ml.com,,Salesforce
11053091,Inactive Investor,Lev Gokhlerner,,J.P. Morgan Securities LLC Brooklyn NY 177 Montague St,lev.gokhlerner@jpmorgan.com,,Salesforce
11185459,Inactive Investor,Nicole Lebeck,,"Wells Fargo Clearing Services, LLC Palm Desert CA 74105 El Paseo",nicole.lebeck@wellsfargoadvisors.com,,Salesforce
9547809,,Alfredo Cardona,,,alfredo@campbellwilliams.com,,List import
10913185,Inactive Investor,Joshua Watson,Financial Center Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canal Winchester OH 6579 Winchester Blvd",,,Salesforce
11103777,Inactive Investor,John Seward,Financial Professional,LPL Financial LLC Clearwater FL 18167 US 19 N,john.seward@lpl.com,,Salesforce
10904985,Inactive Investor,Jeffrey Lauritzen,,Country Capital Management Company Godfrey IL 2720 Gerson Ave,jeffrey.lauritzen@countryfinancial.com,,Salesforce
10832945,Inactive Investor,William Abraham,Financial Advisor,Edward Jones Marshall TX 204 S Wellington St,bill.abraham@edwardjones.com,,Salesforce
233402,, -,,[[Unknown]],michaelrenetaylor@gmail.com,,
10658943,,Kristen Sanchez,,,kristen.vogt@morganstanley.com,,List Import
9545539,,Jingru Sun,,,ms.isabella.sun@gmail.com,,List import
11148156,Inactive Investor,Christopher Gamboa,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11229018,Inactive Investor,Joshua Nelson,Financial Advisor,Edward Jones Prescott Valley AZ 3100 N Robert Rd,,,Salesforce
11029810,Inactive Investor,Termeh Fahim,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,tfahim@ft.newyorklife.com,,Salesforce
9612314,,Ralph Anderson,,,randerson@lexingtoncapitalmgmt.com,,List import
11011679,Inactive Investor,Scott Gunn,Financial Advisor,Edward Jones Newbury Park CA 3145 Old Conejo Rd,scott.gunn@edwardjones.com,,Salesforce
10983572,Inactive Investor,Jatinder Singh,,PFS Investments Inc. Modesto CA 4707 Greenleaf Ct,jatindersingh@primerica.com,,Salesforce
9593159,,Brittany Kalsky,,,bkalsky@brandywineoak.com,,List import
11163643,Inactive Investor,Jay Freeberg,Private Wealth Advisor,Onyx Bridge Wealth Group LLC,jfreeberg@onyxbridge.com,,Salesforce
9543311,,Eugene Stevens,,,pasttheriver333@gmail.com,,List import
11027601,Inactive Investor,David Anderson,,"Raymond James Financial Services, Inc. Greensboro NC 5 Corporate Center Ct",david.anderson@raymondjames.com,,Salesforce
11075590,Inactive Investor,John Fulmer,,State Farm VP Management Corp. Coldwater MI 55 W Chicago St,,,Salesforce
97638,,Afzal Tarar,Chairman & Managing Partner,Arcis Capital Partners LLC,afzal@arciscap.com,,
9628037,,Sean Misener,,,misener.sean@gmail.com,,List import
11129059,Inactive Investor,Marc Davis,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",marc_davis@ml.com,,Salesforce
9582677,,Cheryl Langston,,,clangston@westfinancial.com,,List import
9616693,,Mark Le,,,mark@metalith.io,,List import
143590,,Casey Pisano,Wealth Advisor,Biondo Investment Advisors LLC,cpisano@thebiondogroup.com,,
10973300,Inactive Investor,Michael Cravath,Financial Advisor,"Stone House Investment Management, LLC",,,Salesforce
118321,,James Beall,President,"Beall Financial Planning, Inc.",jim@beallfp.com,478-743-9023,Manual List Upload
10850632,Inactive Investor,Mark Grill,Financial Consultant,Thrivent Investment Management Inc. Bedford TX 1105 Bedford Rd,mark.grill@thrivent.com,,Salesforce
11235826,Inactive Investor,Timothy Lostracco,Planning Advisor,Great Waters Financial,,,Salesforce
10991968,Inactive Investor,Alexander Brown,,State Farm VP Management Corp. Columbia MD 6851 Oak Hall Ln,alexanderbrown@statefarm.com,,Salesforce
11108598,Inactive Investor,Wendy Battleson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11059218,Inactive Investor,Carolyn Valentine,,"Cambridge Investment Research, Inc. Canton OH 1010 Miles Ave NW",,,Salesforce
9622636,,Carlos Effio,,,ceffiocrypto@gmail.com,,List import
11010241,Inactive Investor,Allison Hornback,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,allison.horback.frpy@statefarm.com,,Salesforce
10644507,,Maria Garcia,,,maria.garcia@primerica.com,,List Import
9572138,,Jae Kim,,,jae.kim@decade-llc.com,,List import
11072315,Inactive Investor,Roberto Flores,Financial Advisor,LPL Financial LLC Santa Ana CA 1701 E Saint Andrew Pl,roberto.flores@lpl.com,,Salesforce
10899930,Inactive Investor,Patrick Erhart,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,patrick.erhart@jpmorgan.com,,Salesforce
11090536,Inactive Investor,John King,Financial Advisor,Edward Jones Toledo OH 2756 Centennial Rd,,,Salesforce
10828335,Inactive Investor,Antonio Maldonado,,GuideStone Financial Services,antonio.maldonado@guidestone.org,,Salesforce
11163213,Inactive Investor,Emily Gleiss,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
10955983,Inactive Investor,Yulsue Lao,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10866485,Inactive Investor,Steven McCoy,,"Raymond James & Associates, Inc. Nashville TN 1 Burton Hills Blvd",,,Salesforce
10762660,Inactive Investor,Thomas Weber,,"Cadaret, Grant & Co., Inc. Caldwell NJ 307 Bloomfield Ave",tweber@cadaretgrant.com,,Salesforce
11192296,Inactive Investor,Tonya Cooper,,"Blackridge Asset Management, LLC Gainesville FL 4130 NW 37th Pl",,,Salesforce
336602,,Jessica Payne,Vice President,Raine Capital Llc,jpayne@raine.com,212-603-5500,Manual List Upload
374662,,vincent braun,,[Unknown],vincent.braun@comcast.net,,Yahoo! Natural Search
10857592,Inactive Investor,Steve Greenberg,,"MML Investors Services, LLC Ann Arbor MI 6386 Jackson Rd",sgreenberg@financialguide.com,,Salesforce
10895374,Inactive Investor,Christopher Travers,,Fidelity Brokerage Services LLC,,,Salesforce
10912473,Inactive Investor,Alexander Macgregor,Regional Director,"Pruco Securities, LLC. Saginaw MI 4600 Fashion Square Blvd",alexander.macgregor@prudential.com,,Salesforce
221949,,Micah Zeidman,,[Unknown],ncoic29@gmail.com,,
9551083,,Timothy Romano,,,timothy.romano@deshaw.com,,List import
11238161,Inactive Investor,Shaun Dowling,,"Howard Financial Services, Ltd.",shaun.dowling@hfs-wm.com,,Salesforce
10971138,Inactive Investor,Mark Antariksa,,"CNR Securities, LLC Irvine CA 18111 Von Karman Ave",mark.antariksa@cnr.com,,Salesforce
9615219,,Laura Pasqualis,,,laurapq1@icloud.com,,List import
227453,, -,,[[Unknown]],adams.aldrin@gmail.com,,Organic Search
9627851,,Kyle Nienaber,,,knienab1@gmail.com,,List import
10930770,Inactive Investor,Michael Lagano,,Coinbase Capital Markets Corp New York NY 55 Hudson Yards,,,Salesforce
9606588,,Jesus Munguia,,,j.munguia04@gmail.com,,List import
10857514,Inactive Investor,Daniel Palmer,,"Sageview Advisory Group, LLC Fort Wayne IN Private Residence",,,Salesforce
9582528,,John Belmonte,,,e53chiro@gmail.com,,List import
10853656,Inactive Investor,Patrick Kramer,Advisor;Financial Planner,"MML Investors Services, LLC Charleston SC 2265 Clements Ferry Rd",patrickkramer@financialguide.com,,Salesforce
11171510,Inactive Investor,Dennis Rawls,,"Northwestern Mutual Investment Services, LLC Spartanburg SC 104 N Daniel Morgan Ave",brandon.rawls@nm.com,,Salesforce
11111472,Inactive Investor,Sarthak Dhakal,,J.P. Morgan Securities LLC Oakland CA 3438 Fruitvale Ave,sarthak.dhakal@jpmorgan.com,,Salesforce
11110015,Inactive Investor,Sean Rho,,"MML Investors Services, LLC Los Angeles CA 3700 Wilshire Blvd",srho@financialguide.com,,Salesforce
10795796,Inactive Investor,Ryan Lundy,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",ryan.j.lundy@ml.com,,Salesforce
10827617,Inactive Investor,Carla Rossi,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",carla.rossi@ml.com,,Salesforce
9638328,,Ron Page,,,page@welch1.org,,List import
11235111,Inactive Investor,Lee Boudouris,Director - Research;Senior Associate,Sunpointe Investments,lee@sunpointeinvestments.com,,Salesforce
11104002,Inactive Investor,Michael Laura,Financial Advisor;Portfolio Manager,Morgan Stanley Atlanta GA 5 Concourse Pkwy,michael.laura@morganstanley.com,,Salesforce
207582,,James Shaughnessy,Financial Consultant,"SunTrust Advisory Services, Inc.",james.shaughnessy@suntrust.com,919-326-3099,
10810969,Inactive Investor,Mable Jordan,,PFS Investments Inc. Macon GA 3200 Riverside Dr,mable.jordan@primerica.com,,Salesforce
11119672,Inactive Investor,Charles Miller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9637396,,Felbin Mcfurty,,,delvin64@gmsil.vom,,List import
10796139,Inactive Investor,Alex Ganapolsky,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 9354 Wilshire Blvd",alex.ganapolsky@wellsfargo.com,,Salesforce
11120079,Inactive Investor,Jimm Nidlinger,,"CFD Investments, Inc. Terre Haute IN 2190 Stone Creek Ln",jimm.nidlinger@cfdinvestments.com,,Salesforce
9600442,,Jeffrey Hackbarth,,,jeffrey.hackbarth@trilogyfs.com,,List import
10926463,Inactive Investor,Anna Boat,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10882287,Inactive Investor,Abigail Morton,Chief Compliance Officer;Partner;Planning Director,Gather Financial Planning Bangor ME 67 Pine St,abby@goldmanfinancialplanning.com,,Salesforce
11209404,Inactive Investor,Hope Lesperance,Financial Advisor,Edward Jones Holland MI 833 E 16th St,hope.lesperance@edwardjones.com,,Salesforce
11061917,Inactive Investor,Christopher Gallagher,,"Ameriprise Financial Services, LLC Hopkinton MA 1 Lumber St",christopher.f.gallagher@ampf.com,,Salesforce
10770543,Inactive Investor,Robert Johnson,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",robert.e.johnson@nm.com,,Salesforce
10835524,Inactive Investor,Edward Churray,,Cetera Advisor Networks LLC Farmington MI 30833 Northwestern Hwy,churraye@ceteranetworks.com,,Salesforce
10853791,Inactive Investor,Spencer Fried,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 173 Elm St",spencer.fried@ml.com,,Salesforce
10790991,Inactive Investor,Kristopher Kardos,,"Wells Fargo Clearing Services, LLC Laguna Beach CA 265 Ocean Ave",kristopher.kardos@wellsfargoadvisors.com,,Salesforce
11119920,Inactive Investor,Dakota Clark,Founder;Portfolio Strategist,"Clark Private Wealth, LLC",,,Salesforce
10824072,Inactive Investor,Jeffrey Swingle,Financial Advisor,Edward Jones Denver CO 11265 Decatur St,jeffrey.swingle@edwardjones.com,,Salesforce
10773100,Inactive Investor,Joe Knebel,Senior Relationship Manager;Vice President,Morgan Stanley San Francisco CA 221 Main St,,,Salesforce
10761727,Inactive Investor,Laurie Bournias,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",laurie_bournias@ml.com,,Salesforce
9643212,,Ghazi Birlan,,,ghazi.birlan@gmail.com,,List import
232275,, -,,[Unknown],delrwest@hotmail.com,,
11089090,Inactive Investor,Douglas Degroot,Executive Vice President;Manager,"Providence Wealth Advisors, LLC",dougdegroot@providencewealth.com,,Salesforce
10937570,Inactive Investor,Melvin Walters,,"Osaic Wealth, Inc. Bend OR 695 SW Mill View Way",,,Salesforce
10816740,Inactive Investor,Sean Russell,,Morgan Stanley New York NY 1 New York Plz,sean.russell@morganstanley.com,,Salesforce
9621460,,Rantch Isquith,,,rantchisquith@comcast.net,,List import
11152183,Inactive Investor,Jonathan Elston,,"Raymond James Financial Services, Inc. Tampa FL 1214 W Bearss Ave",jonathan.elston@raymondjames.com,,Salesforce
209913,,Stilson Tomita,"Financial Advisor, Senior Vice President, Wealth Advisor","Claro Advisors, LLC",stomita@claroadvisors.com,800-604-2838,Organic Search
11165578,Inactive Investor,Jean Delmain,Senior Client Service Associate,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,kathy.delmain@ubs.com,,Salesforce
1005215,Inactive Investor,Daniel Adan,,Daniel Adan,dannyadan@gmail.com,305 582 7394,
10932732,Inactive Investor,Jean Liang,,"Transamerica Financial Advisors, Inc Flushing NY 3720 Prince St",jean.liang@transamerica.com,,Salesforce
9556611,,Jon Vongillern,,,jvongillern@fscadvisor.com,,List import
212102,,Austin Wong,,[Unknown],austinwong32@gmail.com,,Webinar
10812270,Inactive Investor,Kiyonobu Oda,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",keith.oda@ml.com,,Salesforce
11144177,Inactive Investor,Victor Pucciarelli,,"UMB Financial Services, Inc. Dallas TX 5910 N Central Expy",victor.pucciarelli@umb.com,,Salesforce
11128126,Inactive Investor,Charles Leapley,,"Osaic Wealth, Inc. Raleigh NC 3356 Six Forks Rd",,,Salesforce
10972636,Inactive Investor,Matthew Lynch,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,matthew_lynch@vanguard.com,,Salesforce
344300,,Michael Hardy,,Horace Mann,michael.hardy@horacemann.com,,
10915527,Inactive Investor,Dane Blue,,"Wells Fargo Advisors Financial Network, LLC Elkhart IN 663 County Road 17",dane.blue@wfafinet.com,,Salesforce
10646840,,Nelisha Firestone,,,nelisha.firestone@lpl.com,,List Import
11191714,Inactive Investor,Norma Ortiz,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",norma_ortiz@ml.com,,Salesforce
10910833,Inactive Investor,Isabella Brunk,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",,,Salesforce
10976152,Inactive Investor,Steven Riskin,,"Allstate Financial Services, LLC Pasadena CA 596 N Lake Ave",stevenriskin@allstate.com,,Salesforce
11194826,Inactive Investor,Robert Saposh,Vice President,"Saposh & Malter, Inc.",,,Salesforce
10921182,Inactive Investor,Tina Dickinson,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",tina.dickinson@tfaconnect.com,,Salesforce
11209970,Inactive Investor,Eric Tietz,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10817584,Inactive Investor,Daniel Lex,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",daniel.e.lex@citizenssecurities.com,,Salesforce
10929245,Inactive Investor,Mauricio Abadi,Chief Compliance Officer;Chief Executive Officer;Managing Director;Owner;President,Matrix Advisory,,,Salesforce
9569260,,QUANG SUU NGUYEN,,,nguyenquangsuu1985@gmail.com,,List import
9610852,,S C,,,csa98@ymail.com,,List import
10943473,Inactive Investor,Brett Parker,Financial Planner,Aquilant Advisors,brett@aquilantadvisors.com,,Salesforce
10908753,Inactive Investor,James Fleurimond,,"J.W. Cole Financial, Inc. Milwaukee WI 2600 N Mayfair Rd",,,Salesforce
11108114,Inactive Investor,Brett Zimmer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Luis Obispo CA 1020 Marsh St",,,Salesforce
10825819,Inactive Investor,Christopher Claps,Alternative Investment Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",,,Salesforce
1001411,Inactive Investor,Maribeth Holland,,Sutton Place Capital Management,emmbeee@aol.com,,3rd Party Lead Gen
11022633,Inactive Investor,Callum Mackenzie,,Santander Securities LLC Brookline MA 1337 Beacon St,,,Salesforce
10942448,Inactive Investor,Eric Silsby,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 4875 N Federal Hwy",,,Salesforce
11017035,Inactive Investor,Corey Jones,Advisor,"MML Investors Services, LLC Virginia Beach VA 5544 Greenwich Rd",,,Salesforce
9638537,,Charles Kostro,,,ckostro@essexrrs.org,,List import
10872651,Inactive Investor,Neela Hummel,Co-Chief Executive Officer;Regulatory Contact,Abacus Wealth Partners,neela@abacuswealth.com,,Salesforce
11164326,Inactive Investor,Isaac Gardner,Financial Advisor,LPL Financial LLC Saint Albans MO 3451 Saint Albans Rd,isaac.gardner@lpl.com,,Salesforce
10954618,Inactive Investor,Jose Estrada,,Fidelity Brokerage Services LLC,,,Salesforce
10854253,Inactive Investor,David Jones,Director - Wealth Management,Yosemite Capital Management,djones@yosemitecapital.com,,Salesforce
10834532,Inactive Investor,Brandon Hutson,Financial Advisor,"Raymond James & Associates, Inc. Battle Creek MI 25 Michigan Ave W",brandon.hutson@raymondjames.com,,Salesforce
9647964,,Ted Lou,,,k.lou@comcast.net,,List import
11132677,Inactive Investor,Travis Barker,Financial Advisor,Edward Jones Paradise CA 6311 Skyway,travis.barker@edwardjones.com,,Salesforce
11090847,Inactive Investor,Zachary Maheu,,Vanguard Marketing Corporation,zachary_maheu@vanguard.com,,Salesforce
11114656,Inactive Investor,Daniel Emmendorfer,,"Osaic Wealth, Inc. Marquette MI 219 W Washington St",,,Salesforce
10986950,Inactive Investor,Geoffrey Wrenn,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",geoff.wrenn@nm.com,,Salesforce
9610584,,Angela Andrew Rappolt,,,arappolt@atlaspwa.com,,List import
11122083,Inactive Investor,Edward Caulfield,Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",edward_caulfield@ml.com,,Salesforce
10661991,,Anton Kulikov,,,anton@akinvesting.com,,List Import
11110171,Inactive Investor,Heather Brown,District Leader,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,heatherraebrown@primerica.com,,Salesforce
248150,,Li Jie Ou,Associate Producer,Inkstories,lijie@inkstories.com,,Manual List Upload
9545680,,Allan Gerber,,,allangerber1988@gmail.com,,List import
3250042,,Milon mandal Milon mandal,,,chittaranjan937@gmail.com,,Web Form Fillout
11078957,Inactive Investor,Michael Hofmeister,Associate Vice President;Wealth Manager,Rockefeller Financial LLC Richmond VA 200 S 10th St,mhofmeister@rockco.com,,Salesforce
9634067,,Brovko Artem,,,artembrovko@gmail.com,,List import
10773378,Inactive Investor,Gregory Lascelles,,"Wells Fargo Clearing Services, LLC",gregory.lascelles@wfadvisors.com,,Salesforce
11076236,Inactive Investor,Timothy Bridges,Financial Advisor,Edward Jones Dupont WA 1100 Station Dr,timothy.bridges@edwardjones.com,,Salesforce
10617822,,Matthew Cahan,,,matthew_cahan@ml.com,,List Import
11090373,Inactive Investor,Bryan Katz,Senior Financial Advisor,"OMNI 360 Wealth, Inc.",bryank@pfg-planning.com,,Salesforce
11164155,Inactive Investor,Claudia Pinedo,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11212847,Inactive Investor,Naser Odeh,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,nzodeh@ft.newyorklife.com,,Salesforce
10611867,,Hrefna Martin,Investment Advisor,,hmartin@meritfp.com,,List Import
10791282,Inactive Investor,Timothy Mittelstadt,Financial Advisor,Thrivent Investment Management Inc. Pewaukee WI 285 Forest Grove Dr,timothy.mittelstadt@thrivent.com,,Salesforce
191215,,Bernard Muth,Financial Planner,Lincoln Financial Advisors Corporation,bernard.muth@lfg.com,410-838-5137,
10959262,Inactive Investor,Gregory Burkhart,,"Advanced Advisor Group, LLC Lakeville MN 8500 210th St W",,,Salesforce
9611660,,Red Gu,,,red3-bed@hotmail.com,,List import
445,,,,,mphillips@godaddy.250ok.net,,
9570108,,Brian Baker,,,brian.baker@fmr.com,,List import
10958247,Inactive Investor,Michael Savio,Relationship Manager;Vice President;Wealth Center Manager,HSBC Securities (USA) Inc. Seattle WA 920 5th Ave,,,Salesforce
10888815,Inactive Investor,David Oase,,Clout Inc. Advisors Tucson AZ 7802 E Escalante Rd,,,Salesforce
11124083,Inactive Investor,Mitchell Everitt,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Scottsdale AZ 14624 N Scottsdale Rd,mitchell.everitt@opco.com,,Salesforce
10814175,Inactive Investor,Leonard Pritchett,Financial Advisor,Edward Jones Mesa AZ Private Residence,leonard.pritchett@edwardjones.com,,Salesforce
9580822,,John Underwood,,,john@underwood.net,,List import
95302,,Andrew Filler,Financial Associate,Thrivent Investment Management Inc.,andrew.filler@thrivent.com,610-282-2820,
11254749,Inactive Investor,Charles Olson,Director;Shareholder,Pathstone Denver CO 257 Fillmore St,colson@pathstone.com,,Salesforce
10935518,Inactive Investor,Lindsey Herold,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",lindsey.herold@ml.com,,Salesforce
10813758,Inactive Investor,Andrew Lien,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,aclien@rwbaird.com,,Salesforce
10924136,Inactive Investor,Ashley Joyce,,J.P. Morgan Securities LLC Batavia IL 5 N Randall Rd,ashley.r.pittman@chase.com,,Salesforce
10852507,Inactive Investor,Laura Marquard,Financial Planner;Retirement Planning Specialist,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",laura.marquard@equitable.com,,Salesforce
10882230,Inactive Investor,Davin Lundgren,Associate Manager;Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",davin.j.lundgren@ampf.com,,Salesforce
10794922,Inactive Investor,Sean Rounds,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",sean.rounds@ml.com,,Salesforce
10983571,Inactive Investor,Sateja Pradhan,,J.P. Morgan Securities LLC Walnut Creek CA 1390 S Main St,sateja.pradhan@jpmorgan.com,,Salesforce
9613830,,Joel santos -,,,joeloa476@gmail.com,,List import
54183,,Chris Acuna,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",chris.acuna@transamerica.com,720-203-4188,
9574647,,Michael Ryan,,,mike@7oaksfinplng.com,,List import
338055,,Matt Simpson,Partner,"Fi3 Financial Advisors, Llc",mjsimpson@fi3advisors.com,317-426-8800,Manual List Upload
11069233,Inactive Investor,Robert Weber,,"CreativeOne Securities, LLC Langhorne PA Private Residence",,,Salesforce
10779682,Inactive Investor,Chadwick Lindsey,,"Raymond James Financial Services, Inc. McComb MS 403 Apache Dr",chad.lindsey@raymondjames.com,,Salesforce
11126206,Inactive Investor,Morgan Lange,Financial Advisor,Edward Jones Fowler IN 1202 E Lingle St,morgan.lange@edwardjones.com,,Salesforce
10943723,Inactive Investor,Ryan Walker,,State Farm VP Management Corp. Bend OR 822 SE 3rd St,,,Salesforce
11182895,Inactive Investor,Sarah Rice,,PFS Investments Inc. Wixom MI 28221 Beck Rd,sarah.rice@primerica.com,,Salesforce
10658545,,Mark Zelenika,,,mark.zelenika@lpl.com,,List Import
9646432,,Emmanuel Dala,,,emmanuel.sala@dentons.com,,List import
9574678,,saputra agung,,,agung270702@gmail.com,,List import
9559485,,Eric McDonald,,,eblake12dm@gmail.com,,List import
11011606,Inactive Investor,Tyler Jones,,Commonwealth Financial Network Salt Lake City UT 4525 S Wasatch Blvd,tjones@commonwealth.com,,Salesforce
11168151,Inactive Investor,Kurt Schwenkel,Assistant Vice President;Senior Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",kurt_c_schwenkel@ml.com,,Salesforce
11189602,Inactive Investor,Zaria Brown,Financial Advisor,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",zaria.brown@equitable.com,,Salesforce
11158948,Inactive Investor,Craig Fischer,Chief Compliance Officer;Owner;Vice President,"Atlantic Financial Services, Inc.",craig.fischer@atlanticfinancialservicesinc.com,,Salesforce
9542311,,Brendan Reeves,,,brendangillreeves@gmail.com,,List import
11093238,Inactive Investor,Brian Schneider,,Cetera Investment Services LLC Fort Smith AR 602 Garrison Ave,,,Salesforce
9604913,,Timothy Bolinger,,,trbolinger@gmail.com,,List import
10760646,Inactive Investor,Mark Haggerty,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,mark.haggerty@fidelity.com,,Salesforce
10896544,Inactive Investor,Clover Comrie,,NYLIFE Securities LLC,ccomrie@ft.newyorklife.com,,Salesforce
11168619,Inactive Investor,Billy Malcom,Private Client Advisor;Vice President,J.P. Morgan Securities LLC The Villages FL 2435 Burnsed Blvd,billy.j.malcolm@jpmorgan.com,,Salesforce
10857687,Inactive Investor,Anthony Lizzi,Financial Advisor,Edward Jones East Greenwich RI 850 Main St,anthony.lizzi@edwardjones.com,,Salesforce
9616785,,Ron Levine,,,rlevine3@gmail.com,,List import
10870702,Inactive Investor,Jason Kiefer,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Ocean City NJ 800 Asbury Ave",,,Salesforce
10941412,Inactive Investor,Cailley Bryan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10780287,Inactive Investor,Stephen Devermann,Executive Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Oak Brook IL 2211 York Rd,stephen.devermann@morganstanley.com,,Salesforce
10775395,Inactive Investor,Matthew Schulter,Private Client Advisor,J.P. Morgan Securities LLC Powell OH 4066 Powell Rd,matthew.c.schulter@jpmorgan.com,,Salesforce
336042,,Jon Trinidad,Senior Investment Analyst,"Atlanta Consulting Group Advisors, Llc",jon.trinidad@theatlantaconsultinggroup.com,888-317-2810,Manual List Upload
9598672,,Daniel Federman,,,dfederman@epwealth.com,,List import
10657623,,James Carlin,,,james.carlin@jpmorgan.com,,List Import
11033191,Inactive Investor,Kathleen Cook,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",kathleen.cook@ml.com,,Salesforce
11148734,Inactive Investor,Dieter Bollmann,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
11096718,Inactive Investor,Kelly Rose,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,kelly.rose@fidelity.com,,Salesforce
9646795,,Alastair Cairns,,,alastair.cairns@addepar.com,,List import
10752686,Inactive Investor,Jason Olsen,Financial Advisor,Edward Jones Elma WA 305 W Waldrip St,jason.olsen@edwardjones.com,,Salesforce
10837392,Inactive Investor,Blase Sparma,Branch Manager;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Venice FL 218 Harbor Dr S",blase.sparma@stifel.com,,Salesforce
10776197,Inactive Investor,Rhonda Sihpol,Sales Associate,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",rhonda.sihpol@raymondjames.com,,Salesforce
10949462,Inactive Investor,Andrew Fitch,,"First Command Brokerage Services, Inc. Montgomery AL 1930 Berryhill Rd",awfitch@firstcommand.com,,Salesforce
9567316,,Jose Morales,,,morales_jg@yahoo.com,,List import
9634297,,Raymond Kory,,,raybay37@hotmail.com,,List import
11075256,Inactive Investor,Marie Silverman,,"Raymond James Financial Services, Inc. Santa Fe NM 5 Demora Ct",marie.silverman@raymondjames.com,,Salesforce
10817360,Inactive Investor,Shawn Avery,Financial Advisor;Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 40 Washington St",shawn.a.avery@ampf.com,,Salesforce
10494432,,Douglas Reifel,"Member, Wealth Management Advisor","Navigo Wealth Management, LLC",dreifel@navigowealth.com,,List Import
11027395,Inactive Investor,Bo Edvardsson,,LPL Financial LLC Pittsburgh PA 153 Thousand Oaks Dr,bo.edvardsson@lpl.com,,Salesforce
9577013,,Andrew Ibrahim,,,guzma.guzma11@gmail.com,,List import
10850661,Inactive Investor,Tracy Saunders,,J.P. Morgan Securities LLC Richmond IN 2101 Chester Blvd,tracy.a.saunders@jpmorgan.com,,Salesforce
10892352,Inactive Investor,Dmitri Cole,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11113580,Inactive Investor,Jill Gutzmer,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",,,Salesforce
10940824,Inactive Investor,Daniel Robles,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 2501 S Congress Ave",daniel.p.robles@ml.com,,Salesforce
11079250,Inactive Investor,Adil Berrada,,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",adil.berrada@equitable.com,,Salesforce
11072857,Inactive Investor,Mengyao Lu,,Citigroup Global Markets Inc.,,,Salesforce
11203792,Inactive Investor,Richard Adams,,"Silver Oak Securities, Incorporated Olive Branch MS 9160 Goodman Rd",,,Salesforce
10802520,Inactive Investor,Brad Weinman,Senior Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,brad.weinman@morganstanley.com,,Salesforce
11031167,Inactive Investor,Jacob Mitchell,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
10813800,Inactive Investor,Michael Guariglia,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",michael_guariglia@ml.com,,Salesforce
10852450,Inactive Investor,Gregory Money,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Coastal Wealth Advisory Services, LLC",gregory.money@cwaservices.com,,Salesforce
10773237,Inactive Investor,Manuel Castilla,Senior Vice President - Investments,UBS Financial Services Inc. San Diego CA 600 W Broadway,manuel.castilla@ubs.com,,Salesforce
10897865,Inactive Investor,Katie Baker,Financial Advisor,Morgan Stanley Loveland CO 6125 Sky Pond Dr,katie.baker1@morganstanley.com,,Salesforce
11058311,Inactive Investor,Jonathan Burgess,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Creative Wealth Designers, LLC",,,Salesforce
11174586,Inactive Investor,Sergio Ibarra,,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",sergio.ibarra@equitable.com,,Salesforce
11034120,Inactive Investor,Leigh Coughran,,"Frost Brokerage Services, Inc.",leigh.coughran@frostbank.com,,Salesforce
11009764,Inactive Investor,Hannah Quinlan,,The Huntington Investment Company Wooster OH 3754 Burbank Rd,hannah.white@huntington.com,,Salesforce
333716,,Jordan Hitchcock,Real Estate Investment Banking,"Chatham Investment Advisors, Llc",jhitchcock@chathamfinancial.com,610-925-3120,Manual List Upload
10769842,Inactive Investor,Angela Childers,Senior Client Associate,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",,,Salesforce
10930631,Inactive Investor,John Burton,,Cetera Investment Services LLC North Little Rock AR 4545 Fairway Ave,,,Salesforce
9545007,,Melanie Larinde,,,melanie.larinde@transamerica.com,,List import
10488328,,Eva Yazhari,"Chief Executive Officer, Co-Founder, Limited Partner, Regulatory Contact",Beyond Capital Ventures,eva@beyondcapitalventures.com,,List Import
9561143,,J F,,,jcfiii@sonic.net,,List import
10614262,,Brian Deal,Financial Advisor,,brian.deal@wellsfargoadvisors.com,,List Import
10833143,Inactive Investor,Trent Culver,Managing Member;Managing Partner,Epiqwest Culver Wealth Advisors LLC Broomfield CO 360 Interlocken Blvd,tculver@epiqwest.com,,Salesforce
343336,,Brian Kelley,,Private,bjkelley@optonline.net,2039695540,Organic Search
11091872,Inactive Investor,David Manley,,NYLIFE Securities LLC Broomfield CO 370 Interlocken Blvd,dmanley01@ft.newyorklife.com,,Salesforce
11059538,Inactive Investor,Jonathan Vera,,J.P. Morgan Securities LLC Downey CA 10200 Paramount Blvd,jonathan.m.vera@chase.com,,Salesforce
11061848,Inactive Investor,Mitchell Hnatt,,"Allstate Financial Services, LLC Lakewood NJ 1900 Hwy 70",mitchellhnatt@allstate.com,,Salesforce
11218415,,Helen Wynkoop,,,helenwynkoop@vmmanning.com,,List Import
243699,,Reiner Westby,Research Analyst,Dakota Wealth Management,rwestby@dakotawm.com,15617748108,Manual List Upload
11027027,Inactive Investor,Alexandra Frost,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11222322,,Lauren Vignec,,,lauren@curtcpa.com,,List Import
9628613,,Michael Stewart,,,mjbjstew@aol.com,,List import
10991422,Inactive Investor,Matthew Yanich,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
10803285,Inactive Investor,David Barberis,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",david_j_barberis@ml.com,,Salesforce
10911028,Inactive Investor,Kennister Daley,,"Allstate Financial Services, LLC Lake Worth FL 6400 Melaleuca Ln",kdaley1@allstate.com,,Salesforce
10958425,Inactive Investor,Richard Greenhill,,"Financial Analytics, LLC Melbourne FL Private Residence",,,Salesforce
10905736,Inactive Investor,John Sullivan,,Fidelity Brokerage Services LLC Philadelphia PA 1735 Market St,john.sullivan3@fmr.com,,Salesforce
11094882,Inactive Investor,Paul Hammersmith,Financial Advisor;Investment Officer;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Conroe TX 282 Ed English Dr",paul.hammersmith@wfafinet.com,,Salesforce
10596166,,Pasquale Palumbo,,,pasquale.palumbo@lpl.com,,Web Form Fillout
9600944,,Lance Scott,,,lance@bayharborwealth.com,,List import
11181772,Inactive Investor,Anthony Perez,Investment Banking Analyst,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,anthony.perez@morganstanley.com,,Salesforce
10423675,,Sam Harcourt,,,sam.harcourt@fantom.foundation,,Web Form Fillout
11195110,Inactive Investor,Jennifer Linder,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",jennifer.linder@rbc.com,,Salesforce
10869843,Inactive Investor,Matthew Theal,Financial Planner;Owner,Evermont Wealth,,,Salesforce
9642919,,Nicholas Boyd,,,nicholasgmoney.23@gmail.com,,List import
11041702,Inactive Investor,Aura Marinescu,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,aura.s.marinescu@ubs.com,,Salesforce
10856486,Inactive Investor,Mark Elledge,Branch Manager,"Ameriprise Financial Services, LLC Fort Worth TX 1612 Summit Ave",mark.elledge@ampf.com,,Salesforce
11177138,Inactive Investor,Susan Derenzo,,Cetera Investment Services LLC Vancouver WA 700 Washington St,susan.derenzo@ceterais.com,,Salesforce
10774995,Inactive Investor,Mary Rooney,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mary.rooney@jpmorgan.com,,Salesforce
9588526,,Amir Yunas,,,ayunas@gmail.com,,List import
9560329,,Billy Castle,,,billy_castle@hotmail.co.uk,,List import
10823762,Inactive Investor,Kim Crock,,PFS Investments Inc. Flat Rock MI 26337 Gibraltar Rd,kim.crock@primerica.com,,Salesforce
11106799,Inactive Investor,Adam Hurd,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",adamhurd@financialguide.com,,Salesforce
11095496,Inactive Investor,Kevin Clarke,Financial Professional,"Equitable Advisors, LLC Wilmette IL Private Residence",kevin.clarke@equitable.com,,Salesforce
10844101,Inactive Investor,James Schmidt,Chief Compliance Officer;President;Shareholder,Schmidt Wealth Management,jschmidt@schmidtwealth.com,,Salesforce
11095958,Inactive Investor,Bruce Dipietro,Chief Investment Officer;Director;Vice President;Wealth Advisor,Brookshire Wealth Management,,,Salesforce
11152398,Inactive Investor,Jon Rohloff,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
11219483,,Nadia Zakir,,,nadia.zakir@pimco.com,,Other
11162911,Inactive Investor,Scott West,,"Ameritas Investment Company, LLC Roseville CA 1219 Pleasant Grove Blvd",scott.west@ameritas.com,,Salesforce
10844408,Inactive Investor,Christian Filimon,Financial Advisor,"Wells Fargo Clearing Services, LLC Burbank CA 900 N San Fernando Blvd",christian.filimon@wellsfargo.com,,Salesforce
11009561,Inactive Investor,Pierre Flores Vargas,,"W&S Brokerage Services, Inc. Shelby NC 1312 W Dixon Blvd",,,Salesforce
374284,,Alex Farman,Managing Director,Compound Planning,,,Salesforce
11129197,Inactive Investor,Dexter Hopkins,Paraplanner,"Ameriprise Financial Services, LLC Wilmington DE 6 Larch Ave",dexter.hopkins@ampf.com,,Salesforce
10897693,Inactive Investor,Tasneem Nalwala,,Goldman Sachs & Co.,,,Salesforce
11084201,Inactive Investor,Matthew Kelly,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",matthew.p.kelly@wellsfargoadvisors.com,,Salesforce
10915641,Inactive Investor,John Foxworthy,,"Cambridge Investment Research, Inc. Fort Wayne IN 7230 Engle Rd",,,Salesforce
10994962,Inactive Investor,Kieran Buckley,,J.P. Morgan Securities LLC Healdsburg CA 1107 Vine St,kieran.buckley@jpmorgan.com,,Salesforce
10962125,Inactive Investor,Terry Peterman,Financial Advisor,Edward Jones Garland TX 1919 S Shiloh Rd,,,Salesforce
10965104,Inactive Investor,Hannah Scott,,LPL Financial LLC Hampton NH 1 Merrill Industrial Dr,hannah.scott@lpl.com,,Salesforce
10887507,Inactive Investor,John Yanagihara,,LPL Financial LLC Honolulu HI Private Residence,john.yanagihara@lpl.com,,Salesforce
10922544,Inactive Investor,Molly Bodrato Gentile,,Morgan Stanley,,,Salesforce
97027,,Andrew Gloor,Chief Executive Officer,"Sterling Bay Capital Advisers, Llc",agloor@sterlingbay.com,312-466-4142,Manual List Upload
5963728,,Rex Smith,,,rexjsmith@gmail.com,,Web Form Fillout
10924069,Inactive Investor,Douglas Gasser,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
238772,,xtinaknox@gmail.com knox,,[Unknown],xtinaknox@gmail.com,,
342352,,Andrew Kim,Managing Director,Jlc Infrastructure,akim@jlcinfra.com,212-701-8715,Manual List Upload
9602070,,Kenneth Nowland,,,kenneth.nowland@clsinvest.com,,List import
10896766,Inactive Investor,Robert Mandel,Managing Director,Morgan Stanley,robert.j.mandel@morganstanley.com,,Salesforce
10867056,Inactive Investor,Tibi Zohar,,"Independent Financial Group, LLC Oceanside CA Private Residence",,,Salesforce
10774358,Inactive Investor,Patricia Adams,,"Wells Fargo Clearing Services, LLC Lake Mary FL 1025 Greenwood Blvd",patricia.adams@wellsfargoadvisors.com,,Salesforce
11141870,Inactive Investor,April Emeola,Registered Client Associate,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",april.emeola@rbc.com,,Salesforce
205039,,Nikhil Jain,,[Unknown],nikhiljain0407@gmail.com,,Direct
11046205,Inactive Investor,Kyle Lahart,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",kyle.m.lahart@ml.com,,Salesforce
2049237,,Vicky Huang,,,vicky.huang@wsj.com,,
10806262,Inactive Investor,Sean Garner,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",sean.garner@bofa.com,,Salesforce
9648506,,Andrew Millat,,,andymillat@gmail.com,,List import
11150710,Inactive Investor,Qibin Jin,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,jqibin@ft.newyorklife.com,,Salesforce
11061279,Inactive Investor,Jack Small,,"Cambridge Investment Research, Inc. Skokie IL 5215 Old Orchard Rd",,,Salesforce
10958567,Inactive Investor,Thomas Ellefsen,,"Osaic Wealth, Inc. Minneapolis MN 5505 Hwy 169 N",,,Salesforce
11209624,Inactive Investor,Joshua Myer,Financial Advisor,Edward Jones El Dorado Hills CA 993 Governor Dr,josh.myer@edwardjones.com,,Salesforce
9587720,,Harold Frye,,,hlfrye@yahoo.com,,List import
11167013,Inactive Investor,Vicente Del-Rio,Managing Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,vicente.del-rio@ubs.com,,Salesforce
10915616,Inactive Investor,Samuel Julian,,"Ausdal Financial Partners, Inc. Carmel IN 57 Cricketknoll Ln",,,Salesforce
10954952,Inactive Investor,Hilal Hamdoun,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10822539,Inactive Investor,Frank Ferritto,Financial Advisor,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,fferritto@rwbaird.com,,Salesforce
11070344,Inactive Investor,Kevin Fieldman,,"CapFinancial Securities, LLC.",kevin.fieldman@captrustadvisors.com,,Salesforce
11190021,Inactive Investor,Mackenzie Barnes,,"Northwestern Mutual Investment Services, LLC Little Rock AR 10800 Financial Centre Pkwy",mac.barnes@nm.com,,Salesforce
10951734,Inactive Investor,Christopher Hershey,Financial Advisor,Rodgers & Associates,,,Salesforce
10767894,Inactive Investor,Jason Scoggins,Financial Advisor;Vice President,"Stifel, Nicolaus & Company, Incorporated Fort Myers FL 12800 University Dr",jason.scoggins@stifel.com,,Salesforce
10910005,Inactive Investor,Debbie Rainey,Financial Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",debbie.a.rainey@ampf.com,,Salesforce
9608266,,Marcus Childs,,,omegadogg32@yaho.com,,List import
9639915,,Jennifer Glover,,,jglover@cfgnh.org,,List import
10805120,Inactive Investor,Walter Gondeck,,"HighTower Securities, LLC Deerfield IL 500 Lake Cook Rd",wgondeck@hightoweradvisors.com,,Salesforce
10603865,,Sean Rhatigan,"Chief Executive Officer, Chief Financial Officer, President, Regulatory Contact",Castle Hook Partners LP,sean.rhatigan@castlehook.com,,List Import
235411,, -,,[[Unknown]],benzwcl5@gmail.com,,
10867139,Inactive Investor,Krishauna Vaughn,Vice President,PFS Investments Inc. Houston TX 411 N Sam Houston Pkwy E,krishauna.vaughn@primerica.com,,Salesforce
9631933,,Victor Arroyo,,,imavictor60@gmail.com,,List import
10895716,Inactive Investor,Irenke Fodor-Wilson,,PFS Investments Inc. Las Vegas NV 9205 W Russell Rd,irenke.fodorwilson@primerica.com,,Salesforce
11174274,Inactive Investor,Jayson Dominguez,,J.P. Morgan Securities LLC New York NY 386 Park Ave S,jayson.dominguez@jpmorgan.com,,Salesforce
9547697,,Michael Norman,,,norman.michaelg@gmail.com,,List import
10935685,Inactive Investor,Thomas Engen,,LPL Financial LLC Spearfish SD 115 N 7th St,thomas.engen@lpl.com,,Salesforce
10934993,Inactive Investor,Lev Beltser,Financial Advisor,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",lev.beltser@wellsfargoadvisors.com,,Salesforce
10844693,Inactive Investor,James Carey,,Wedbush Securities Inc. La Jolla CA 1200 Prospect St,,,Salesforce
11044209,Inactive Investor,Christian Mclaughlin,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
370834,,Alicia Zeng,,United States,aliciazeng@gmail.com,,Salesforce
10941894,Inactive Investor,Eddie Balluch,,"OFG Financial Services, Inc. Salina KS 120 S Santa Fe Ave",eddieballuch@ofgfinancial.com,,Salesforce
10983142,Inactive Investor,Riziero Botta,,"Pruco Securities, LLC. Brookfield CT Private Residence",rizierobotta@prudential.com,,Salesforce
9546370,,Sherri Wignall,,,sherri.wignall@transamerica.com,,List import
10644143,,Emil Mokhtarian,,,emil.mokhtarian@lpl.com,,List Import
11014889,Inactive Investor,Libertad Ortiz Contreras,,Flourish Financial LLC,libertad.ortiz-contreras@flourish.com,,Salesforce
11093646,Inactive Investor,Frances Chiu,Chief Compliance Officer,Phocas Financial Corporation Alameda CA 980 Atlantic Ave,frances.chiu@phocasfinancial.com,,Salesforce
11005680,Inactive Investor,Jalen Mahaney,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,jalen.mahaney@edwardjones.com,,Salesforce
11186545,Inactive Investor,Phil Barton,,"Charles Schwab & Co., Inc. Tulsa OK 2005 E 21st St",,,Salesforce
43238,,Shannon Berry,,"Ameritas Investment Company, LLC",sberry@ameritas.com,402-467-7458,
11074068,Inactive Investor,Stephen McLean,,J.P. Morgan Securities LLC Chicago IL 2377 N Lincoln Ave,stephen.x.mclean@jpmorgan.com,,Salesforce
10912517,Inactive Investor,Litao Mai,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
9646403,,Jerrold Savoy,,,jerrold.savoy@lothomas.com,,List import
10949141,Inactive Investor,Ryan Bachmann,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chapel Hill NC 100 Banks Dr",ryan.bachmann@ml.com,,Salesforce
11181715,Inactive Investor,Nadira Ramnarain,Senior Client Service Associate,Morgan Stanley Stony Point NY Private Residence,,,Salesforce
10946633,Inactive Investor,Kyle Day,,LPL Financial LLC Salt Lake City UT 1 S Main St,kyle.day@lpl.com,,Salesforce
11043586,Inactive Investor,William Hammack,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",,,Salesforce
10811100,Inactive Investor,Thomas Hammel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chattanooga TN 2 Union Sq",thomas_hammel@ml.com,,Salesforce
11002120,Inactive Investor,Louis Mayor,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,louis_mayor@glic.com,,Salesforce
11184136,Inactive Investor,Patricia Jenks,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",patricia.jenks@benjaminfedwards.com,,Salesforce
10884696,Inactive Investor,James Eastman,Founder;Managing Director,"PFO Investment Advisors, LLC",,,Salesforce
9627281,,Destiny Beverly,,,dbevx2@gmail.com,,List import
11078750,Inactive Investor,Svitlana Tyminska,,J.P. Morgan Securities LLC Elgin IL 270 S Randall Rd,svitlana.tyminska@jpmorgan.com,,Salesforce
11155906,Inactive Investor,Steven Muehlgay,,A.G.P / Alliance Global Partners New York NY 590 Madison Ave,smuehlgay@allianceg.com,,Salesforce
10971124,Inactive Investor,Ricky Dolsey,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,rdolsey@primerica.com,,Salesforce
11161291,Inactive Investor,William Rowett,Investment Advisor Representative,"Centaurus Financial, Inc. Derry NH Private Residence",,,Salesforce
11025086,Inactive Investor,Nicole Morig,Client Associate,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",nicole.morig@wellsfargoadvisors.com,,Salesforce
111,,,,,paultester250@aol.com,,
10932320,Inactive Investor,Joseph Olson,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",joseph.olson@nm.com,,Salesforce
4511225,,Gsygs Jsvsh,,,claireblue@putrajayabaya.skom.id,,Web Form Fillout
368233,,Sedigheh Nowrouzzadeh,Advisor,,nnorooz@cambridgeresource.com,12035385651,Webinar
10898799,Inactive Investor,Michael Wright,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",michael.wright@valic.com,,Salesforce
10829146,Inactive Investor,William Robinson,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",neal.robinson@wellsfargoadvisors.com,,Salesforce
10753667,Inactive Investor,Michael Heisick,Senior Investment Associate,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",michael.heisick@rbc.com,,Salesforce
11201737,Inactive Investor,Dana Narcisse,,"Hornor, Townsend & Kent, LLC Katy TX Private Residence",dnarcisse@htk.com,,Salesforce
11036589,Inactive Investor,Garrett Cole,Client Concierge,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",garrett.cole@ampf.com,,Salesforce
10904095,Inactive Investor,Mikel Hess,Financial Advisor,Edward Jones Detroit Lakes MN 818 Washington Ave,mikel.hess@edwardjones.com,,Salesforce
9622107,,Scott Lunine,,,scott.lunine@gmail.com,,List import
129097,,Noah Marell,,"Wipfli Financial Advisors, Llc",nmarell@wipflifinancial.com,(650) 620-3040,
10929972,Inactive Investor,Grady Lewis,Financial Advisor,"Ameriprise Financial Services, LLC Granbury TX 606 Fall Creek Hwy",grady.lewis@ampf.com,,Salesforce
10757157,Inactive Investor,Thomas Baugh,Financial Advisor,"Wells Fargo Clearing Services, LLC Macon GA 1425 Bass Rd",thomas.baugh@wellsfargoadvisors.com,,Salesforce
10848537,Inactive Investor,Howard Hawley,President,"Portfolio Advisors Group, Inc.",,,Salesforce
11051698,Inactive Investor,Wendy Marsden,Principal,ProsperiTea Planning,wendy@prosperiteaplanning.com,,Salesforce
10648243,,Caryn Egbert,,,caryn.egbert@matterncapital.com,,List Import
10604532,Inactive Investor,Gus Olalere,Financial Advisor,"Cornerstone Financial Group, LLC",gus@cornerstonefinancial-llc.com,8438567443,List Import
10614277,,Deborah Baum,Financial Advisor,,dbaum@wagroupllc.com,,List Import
243716,,David DeVoe,Founder and CEO,DeVoe and Company,david.devoe@devoe-co.com,,Manual List Upload
11196987,Inactive Investor,Raymond Hunt,,Lincoln Investment North Dartmouth MA 84 Faunce Corner Mall Rd,rhunt@lincolninvestment.com,,Salesforce
11222002,,Erika Culwell,,,eculwell@wealthenhancement.com,,List Import
10765503,Inactive Investor,Kelly Zancanaro,Registered Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,kelly.zancanaro@morganstanley.com,,Salesforce
9573131,,Ryan Black,,,ryanwallaceblack@gmail.com,,List import
1006017,Inactive Investor,Matthew robi,,TBD,clay1985matt@gmail.com,8642020553,source
10951353,Inactive Investor,Christina D'Elia,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",,,Salesforce
10977058,Inactive Investor,Christopher Biren,,NYLIFE Securities LLC Denver CO 2960 Simms St,cbiren@ft.newyorklife.com,,Salesforce
10993879,Inactive Investor,Rex Alfred Jugueta,,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",rex.jugueta@nm.com,,Salesforce
10795182,Inactive Investor,Kelly Pivola,,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",kelly.pivola@wellsfargoadvisors.com,,Salesforce
11085786,Inactive Investor,Cassandra Fyles,,NYLIFE Securities LLC Orwell VT Private Residence,cfyles@ft.newyorklife.com,,Salesforce
10963598,Inactive Investor,Logan Bowles,,Edward Jones Manitowoc WI 1925 N Rapids Rd,logan.bowles@edwardjones.com,,Salesforce
11074370,Inactive Investor,Timothy French,Chief Client Officer;Managing Director;Member,"Altair Advisers, LLC",tfrench@altairadvisers.com,,Salesforce
11121770,Inactive Investor,Thomas Hippner,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",thomas.hippner@schwab.com,,Salesforce
10881106,Inactive Investor,Trent Hughes,Financial Advisor,Amerigo Asset Management Corporation,,,Salesforce
10967586,Inactive Investor,Kristin Rossell,,"Ameriprise Financial Services, LLC Cary NC 200 S Academy St",kristin.rossell@ampf.com,,Salesforce
11103678,Inactive Investor,Scott Cracraft,Managing Director,"Raymond James & Associates, Inc. Charleston SC 360 Concord St",scott.cracraft@raymondjames.com,,Salesforce
10977560,Inactive Investor,Mckay Lindsey,Wealth Advisor,Squire Wealth Advisors,mckayl@squire.com,,Salesforce
10966192,Inactive Investor,Neila Malvoisin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leonia NJ 301 Fort Lee Rd",neila.malvoisin@ml.com,,Salesforce
10834806,Inactive Investor,Julia Sleeper,,"Cambridge Investment Research, Inc. Lansing MI 2201 E Grand River Ave",,,Salesforce
10882093,Inactive Investor,Norman Wilkins,Financial Advisor;Investment Advisor,LPL Financial LLC Cozad NE 915 Meridian Ave,bill.wilkins@lpl.com,,Salesforce
10848007,Inactive Investor,John Salley,,"Cambridge Investment Research, Inc. Summerville SC 128 E Richardson Ave",,,Salesforce
9602812,,Peter Elitzer,,,pelitzer@peterharrisclothes.com,,List import
10886888,Inactive Investor,Gregory Marchand,,Money Concepts Capital Corp Webster MA 6 Mechanic St,,,Salesforce
9554553,,Jossue Lara,,,jossueelara1916@icloud.com,,List import
11094617,Inactive Investor,Cecilia Smith,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
10756163,Inactive Investor,Meredith Hazen,,"Cambridge Investment Research, Inc. Reston VA 12020 Sunrise Valley Dr",,,Salesforce
10977223,Inactive Investor,Julie Bramlet,,"FBL Marketing Services, LLC Dillon MT 221 E Reeder St",julie.bramlet@fbfs.com,,Salesforce
11039542,Inactive Investor,William Molfetto,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",william.molfetto@wellsfargoadvisors.com,,Salesforce
10859232,Inactive Investor,Sara Gardner,Wealth Advisor,EP Wealth Advisors Littleton CO 8081 Shaffer Pkwy,sgardner@epwealth.com,,Salesforce
9604478,,Christos Anastasopoulos,,,tyranitar55@gmail.com,,List import
10830087,Inactive Investor,Barbara Fulcher,,Westco Investment Corp.,bfulcher@westcofinancialgroup.com,,Salesforce
10777520,Inactive Investor,Meredith Vergara,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",meredith_vergara@ml.com,,Salesforce
10921857,Inactive Investor,Amber Clontz,,"Northwestern Mutual Investment Services, LLC Cockeysville MD 307 International Cir",amber.clontz@nm.com,,Salesforce
10949116,Inactive Investor,Spencer Verrill,,J.P. Morgan Securities LLC San Diego CA 12860 El Camino Real,spencer.verrill@jpmorgan.com,,Salesforce
11131065,Inactive Investor,Lucas Zabel,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",lucas.zabel@nm.com,,Salesforce
10953106,Inactive Investor,Matthew Concannon,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11112249,Inactive Investor,Jacob Thielges,Financial Advisor,Edward Jones Fargo ND 1461 Broadway N,jacob.thielges@edwardjones.com,,Salesforce
11030544,Inactive Investor,Christopher Brzykcy,,J.P. Morgan Securities LLC San Clemente CA 905 N El Camino Real,christopher.brzykcy@jpmorgan.com,,Salesforce
11155029,Inactive Investor,Michael Fischer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10965974,Inactive Investor,Zebastian Alzamora,,"RBC Capital Markets, LLC",zebastian.alzamora@rbccm.com,,Salesforce
10798693,Inactive Investor,Robert Patrick,Manager;Vice President,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",bob.patrick@benjaminfedwards.com,,Salesforce
10938417,Inactive Investor,Matthew Kelley,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11017577,Inactive Investor,Benjamin Rodgers,First Vice President;Private Wealth Advisor;Senior Portfolio Manager,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,ben.rodgers@morganstanleypwm.com,,Salesforce
112602,,Colin Virag,,Accenture,colinvirag@gmail.com,2038859024,
374381,,Matthew Pinz,Managing Partner,"Pinz Capital Management, LLC",mpinz@pinzcap.com,917-853-4360,Initial Salesforce Import
10780931,Inactive Investor,John Norwood,Senior Vice President;Wealth Advisor,Morgan Stanley Plano TX 7500 Dallas Pkwy,john.norwood@morganstanley.com,,Salesforce
9617628,,Brian Simmons,,,bsimmons@shorehillcapital.com,,List import
10931567,Inactive Investor,Team Cochrane,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,philip.cochrane@primerica.com,,Salesforce
10832687,Inactive Investor,Shawn Mechler,,"Avantax Investment Services, Inc. Arlington TX 1188 W Pioneer Pkwy",,,Salesforce
11054512,Inactive Investor,Muhmad Alzpair,,Fidelity Brokerage Services LLC,,,Salesforce
10855913,Inactive Investor,Andrew Rigby,Chief Compliance Officer;Co-Founder;Managing Member;Partner,Rigby Watts Investment Advisors,,,Salesforce
368166,,Russ Rich,Investor,,russrich@hotmail.com,,Webinar
346602,,Sarah Simmon,Client Advocate,"Hub Investment Advisors, Inc",ssimmon@ssgi.com,402-964-5400,Manual List Upload
208449,,Patrick Turns,,[Unknown],pturns@selegocapital.com,,
10940305,Inactive Investor,Adam Waller,Financial Advisor,Edward Jones Marietta GA 707 Whitlock Ave SW,adam.waller@edwardjones.com,,Salesforce
11190554,Inactive Investor,Mark Millsap,,LPL Financial LLC Waukee IA 1185 University Ave,mark.millsap@lpl.com,,Salesforce
11169509,Inactive Investor,Lisa Monachella,Compliance Officer,Edward Jones Chesterfield MO Private Residence,lisa.monachella@edwardjones.com,,Salesforce
10891311,Inactive Investor,Melissa Petrowski,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",melissa.petrowski@ml.com,,Salesforce
11000150,Inactive Investor,Tiffany Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9559666,,Aaron Decker,,,aarondecker88@gmail.com,,List import
9610018,,thh hyhh,,,estelle.valmeau@hotmail.fr,,List import
11152240,Inactive Investor,William Rosemeyer,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",william_rosemeyer@ml.com,,Salesforce
11140633,Inactive Investor,Tadao Okamoto,,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",tokamoto@nationallife.com,,Salesforce
58229,,William Mortell,Trader,Fisher Investments,w.mortell@fi.com,,
11148815,Inactive Investor,Serafin Aquino,Director - Investments,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,serafin.aquino@opco.com,,Salesforce
10948128,Inactive Investor,Nicole Davis,,LPL Financial LLC Cedar Rapids IA 201 1st St SE,niki.davis@lplfinancial.com,,Salesforce
11116475,Inactive Investor,Albert Huynh,,"Wells Fargo Clearing Services, LLC Shingle Springs CA 3440 Palmer Dr",albert.s.huynh@wellsfargoadvisors.com,,Salesforce
10838974,Inactive Investor,Kanya Arntson,,"Pruco Securities, LLC. Metairie LA 3850 N Causeway Blvd",kanya.arntson@prudential.com,,Salesforce
10984272,Inactive Investor,Emily Hua,,HSBC Securities (USA) Inc. Irvine CA 15315 Culver Dr,emily.hua@us.hsbc.com,,Salesforce
11062833,Inactive Investor,Jeffrey Anderson,,"Raymond James Financial Services, Inc. Bothell WA 18323 Bothell Everett Hwy",jeffrey.anderson@raymondjames.com,,Salesforce
11139139,Inactive Investor,Jessica Wang,,J.P. Morgan Securities LLC Irvine CA 15275 Culver Dr,jessica.i.chang@jpmorgan.com,,Salesforce
10882013,Inactive Investor,Patrick Chambers,Wealth Management Associate,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
10834283,Inactive Investor,Warren Cohen,,Commonwealth Financial Network Stanfordville NY 758 Hunns Lake Rd,wcohen@commonwealth.com,,Salesforce
10914261,Inactive Investor,Christian Green,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,christian.green@fidelity.com,,Salesforce
11021789,Inactive Investor,Joel Shapiro,President,NFP Retirement Inc.,joel.shapiro@nfp.com,,Salesforce
10943415,Inactive Investor,Alicia Boylan,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,alicia.boylan@lpl.com,,Salesforce
11098453,Inactive Investor,Robert Thompson,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Leawood KS 11161 Overbrook Rd,robert.c.thompson@morganstanley.com,,Salesforce
10980465,Inactive Investor,Jake Hesson,Financial Planner,LPL Financial LLC Boston MA 31 Milk St,jake.hesson@lpl.com,,Salesforce
11062925,Inactive Investor,Kyle Olson,Financial Associate,Thrivent Investment Management Inc. Hiawatha KS 523 Oregon St,kyle.olson@thrivent.com,,Salesforce
11093672,Inactive Investor,Ronald Ripstein,,"Raymond James Financial Services, Inc. Clarence NY 9505 Main St",ronald.ripstein@raymondjames.com,,Salesforce
10994418,Inactive Investor,Gary Hicks,,"Woodmen Financial Services, Inc.",ghicks@woodmen.org,,Salesforce
9593004,,Ben Hargett,,,bhargett@wadeinc.com,,List import
10866014,Inactive Investor,Chad Lackey,Chief Compliance Officer;Owner;Partner,"Beacon Financial Advisers, Inc.",chad@beaconfa.net,,Salesforce
344914,,Dave Wyatt,Sales Executive,"Transamerica Retirement Advisors, Llc",wyattd@divinvest.com,866-368-0566,Manual List Upload
48683,,James Vincent Greco,,Lincoln Financial Advisors Corporation,james.greco@lfg.com,908-534-4828,
10866657,Inactive Investor,Wendy Wong,Director;Senior Financial Advisor,"U.S. Bancorp Advisors, LLC San Francisco CA 350 California St",wendy.wong@uboc.com,,Salesforce
10961347,Inactive Investor,Nicole Graul,Chief Compliance Officer;Founder;Managing Member;Managing Partner,Thousand Wealth Management,,,Salesforce
10977299,Inactive Investor,Andrew Gee,,"Raymond James & Associates, Inc. Sterling IL 402 2nd Ave",andrew.gee@raymondjames.com,,Salesforce
11131514,Inactive Investor,Thomas Clark,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",,,Salesforce
11077129,Inactive Investor,John Durant,,L.M. Kohn & Company Jacksonville FL Private Residence,,,Salesforce
11037020,Inactive Investor,Tonya McKaughan,Senior Financial Consultant,Sowell Management Rogers AR 903 N 47th St,,,Salesforce
9635765,,Ivo Wit,,,ivo.dewit@cbreglobalinvestors.com,,List import
11129912,Inactive Investor,Karen Podwyszynski,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",karen.lim@schwab.com,,Salesforce
6979261,,gudduashraf Guddu,,,gudduashraf70@gmail.com,,Web Form Fillout
4273879,,Sam Vines,,,trudyblue@putrajayabaya.skom.id,,Web Form Fillout
11167383,Inactive Investor,Christina Hein,Registered Associate;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,christina.hein@morganstanley.com,,Salesforce
11198564,Inactive Investor,John Demers,Compliance Manager;Officer,"Ameriprise Financial Services, LLC Grand Blanc MI Private Residence",jdemers@ampf.com,,Salesforce
10790166,Inactive Investor,Sarah Goodson-Chandler,Financial Advisor,Edward Jones Carthage TX 112 N Shelby St,christie.goodson-chandler@edwardjones.com,,Salesforce
11151918,Inactive Investor,Peter Cicciari,,"Avantax Investment Services, Inc. Simi Valley CA 940 Enchanted Way",,,Salesforce
9633670,,Jarret Rodriguez-Conklin,,,jarret.rodriguez@lpl.com,,List import
228541,, -,,[[Unknown]],caplanmg@msn.com,,Advertising
10778697,Inactive Investor,Gregory Abbott,Financial Advisor,Robert W. Baird & Co. Incorporated Peoria IL 110 SW Jefferson Ave,gabbott@rwbaird.com,,Salesforce
10825519,Inactive Investor,John LaPilusa,,"Avantax Investment Services, Inc. Cranford NJ 20 Commerce Dr",,,Salesforce
11179934,Inactive Investor,Marc Arena,,"Spartan Capital Securities, LLC Garden City NY 595 Stewart Ave",,,Salesforce
11105642,Inactive Investor,Jonathan Kenworthy,,"Empower Financial Services, Inc Georgetown MA Private Residence",jonathan.kenworthy@empower.com,,Salesforce
10981210,Inactive Investor,Brian Duarte,,Santander Securities LLC Union NJ 1462 Stuyvesant Ave,bduarte@santander.us,,Salesforce
9620620,,Zacharia Barnes,,,zbarnes323@gmail.com,,List import
63345,,Karen Jeske,Financial Consultant,Thrivent Investment Management Inc.,karen.jeske@thrivent.com,330-863-4225,
10765087,Inactive Investor,Courtney Mygatt,Branch Manager;Managing Director,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,courtney.mygatt@opco.com,,Salesforce
11016479,Inactive Investor,Tyler Ciemniecki,,NYLIFE Securities LLC Philadelphia PA 1113 Admiral Peary Way,tdciemniecki@ft.newyorklife.com,,Salesforce
10897969,Inactive Investor,Rosalinda Tran,Branch Manager;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",rosalinda.tran@schwab.com,,Salesforce
11147217,Inactive Investor,Austin Coristine,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
11005266,Inactive Investor,Christopher Bayliss,Financial Advisor,"Osaic Wealth, Inc. Minneapolis MN 7300 Metro Blvd",,,Salesforce
10759961,Inactive Investor,Holly Kroft,Senior Wealth Advisor,Neuberger Berman BD LLC,hkroft@nb.com,,Salesforce
347655,,Paul Nelson,Founding Partner And Managing Member,"Hillcrest Holdings, Llc",paul.nelson@hillcrestholdingsllc.com,832-367-2886,Manual List Upload
10818466,Inactive Investor,Perry Brown,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Texarkana TX 2315 Moores Ln",perry.brown@raymondjames.com,,Salesforce
9562935,,Joshua Landry,,,landryj1978@gmail.com,,List import
10875284,Inactive Investor,Sonia Rafael-Davis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11119032,Inactive Investor,Phillip Farmer,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
235998,, -,,[[Unknown]],tom.gemeen@telenet.be,,
9638134,,Neil Rue,,,neilrue@pensionconsulting.com,,List import
10971100,Inactive Investor,Mark Hadley,,"ValMark Securities, Inc. Canfield OH 3701 Boardman Canfield Rd",,,Salesforce
11033267,Inactive Investor,Lisagrace Alsbury,,Lincoln Investment Renton WA 3900 E Valley Rd,lalsbury@lincolninvestment.com,,Salesforce
9646066,,JK Horne,,,cybersurge11@gmail.com,,List import
10857333,Inactive Investor,Ronald Alban,Chief Compliance Officer;Principal,"Alban Investment Management, LLC Dayton OH 3313 Lenox Dr",rcalban@alban-invest.com,,Salesforce
10803703,Inactive Investor,Steven Schneider,Financial Advisor,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",steven.schneider@alexbrown.com,,Salesforce
10813513,Inactive Investor,Kenneth Fahringer,,"Grove Point Investments, LLC York PA 235 Saint Charles Way",kfahringer@hbeckinc.com,,Salesforce
239283,,Michael Doniger,Head of Investing,MoneyLion,mdoniger1@gmail.com,516-721-8491,
9629121,,Ben Deguara,,,bendeguara1@hotmail.com,,List import
10927266,Inactive Investor,Amanda Cipriani,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11139619,Inactive Investor,Albert Preniqi,,"Bankers Life Securities, Inc. Clermont FL 17320 State Road 50",albert.preniqi@bankerslife.com,,Salesforce
10621677,,Douglas Levine,,,douglas.levine@rothschild.com,,List import
11105755,Inactive Investor,Iris Valdez,,J.P. Morgan Securities LLC Sacramento CA 3501 Del Paso Rd,iris.valdez@jpmorgan.com,,Salesforce
10888550,Inactive Investor,Jeremy Cloninger,,PFS Investments Inc. Shelbyville KY 77 Mack Walters Rd,jeremy.cloninger@primerica.com,,Salesforce
11127493,Inactive Investor,Marlene Fonseca,,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
9551123,,Ralph Hendry,,,rhendry@ifgrr.com,,List import
10807264,Inactive Investor,John Grauer,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jack.grauer@morganstanley.com,,Salesforce
10790245,Inactive Investor,Brook Biddy,Financial Advisor,"Wells Fargo Clearing Services, LLC North Wilkesboro NC 205 10th St",brook.biddy@wellsfargoadvisors.com,,Salesforce
10974443,Inactive Investor,Dena Marvel,,LPL Financial LLC Buffalo NY 490 Dorrance Ave,dena.marvel@lpl.com,,Salesforce
11064867,Inactive Investor,Jonathan Ostrow,Financial Advisor;Senior Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,jonathan.ostrow@morganstanley.com,,Salesforce
10839052,Inactive Investor,Leslie Stephen,,Cetera Advisor Networks LLC Gilbert AZ 313 N Gilbert Rd,,,Salesforce
435,,,,,ebonaducci@libero.it,,
10939299,Inactive Investor,Anthony Romano,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,aromano@allianceg.com,,Salesforce
11003274,Inactive Investor,Carlos Dutan,Associate;Bookkeeper;Chief Compliance Officer,"Franco Financial Advisors, Inc.",cdutan@francofg.com,,Salesforce
10994564,Inactive Investor,Angela Nuevacamina,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,anuevacamina@ft.newyorklife.com,,Salesforce
11068951,Inactive Investor,Brenton Troyer,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
106279,,Peter Fugelsang,,None,peter.fugelsang@gmail.com,7184900497,
11166973,Inactive Investor,Gi Young Lee,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,,,Salesforce
11105329,Inactive Investor,Penny Zane,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",,,Salesforce
10812947,Inactive Investor,Donald Gura,,State Farm VP Management Corp. Kendallville IN 633 N Main St,don.gura.st0i@statefarm.com,,Salesforce
11187491,Inactive Investor,Adam Knaust,,LPL Financial LLC Latham NY 3 Lear Jet Ln,adam.knaust@lpl.com,,Salesforce
10614575,,Annamarie Priolo,"Financial Advisor, Financial Planning Associate, Vice President",,annamarie.priolo@morganstanley.com,,List Import
11126549,Inactive Investor,Melody Johnson,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11196492,Inactive Investor,Ethan Tucker,Financial Advisor,Edward Jones Clovis NM 405 Pile St,ethan.tucker@edwardjones.com,,Salesforce
11194450,Inactive Investor,Lily Hoa,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
1965699,,Suresh Patel,,,sureshpatelkumar1065@gmail.com,,
10828531,Inactive Investor,Eric Burns,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10855217,Inactive Investor,Mark Lindberg,,"Avantax Investment Services, Inc. Dobbs Ferry NY 84 Main St",,,Salesforce
10935497,Inactive Investor,Abram Mcwane,Financial Advisor,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,mmcwane@rwbaird.com,,Salesforce
9569677,,Steven Reauso,,,steven.m.reauso@huntington.com,,List import
9631236,,shiva mak,,,makthal.sp@googlemail.com,,List import
10816926,Inactive Investor,Nicholas Serra,Financial Advisor,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,,,Salesforce
11162069,Inactive Investor,Joseph Rank,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",joseph.rank@nm.com,,Salesforce
206567,,Whitney Moldenhauer,,USAA Investment Services Company,whitney.moldenhauer@usaa.com,210-498-0226,
10831964,Inactive Investor,Liudmila Popova,,"RBC Capital Markets, LLC",,,Salesforce
11131029,Inactive Investor,Sara Caitlyn Halliday,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",sara_caitlyn.halliday@ml.com,,Salesforce
10646524,,Ronald Kemp,,,ronald.kemp@ubs.com,,List Import
11238333,Inactive Investor,Jerry Katz,,Bilkeykatz Investment Consultants,jkatz@bilkeykatz.com,,Salesforce
340841,,Trocon Reffell,Associate,Branson Fowlkes & Co Inc,treffell@bransonfowlkes.com,713-780-0606,Manual List Upload
10873073,Inactive Investor,Andrew Parisian,Financial Advisor,Morgan Stanley Watertown NY 215 Washington St,andrew.parisian@morganstanley.com,,Salesforce
10962033,Inactive Investor,Carlos Alvarez-Jarvis,,"Wells Fargo Clearing Services, LLC Tucker GA 2200 Mountain Industrial Blvd",,,Salesforce
10933262,Inactive Investor,David Trahms,,"Packerland Brokerage Services, Inc. Rochester MN 1530 Greenview Dr SW",david_trahms@packerlandbrokerage.com,,Salesforce
11037462,Inactive Investor,Richard Karoff,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,richard.karoff@ubs.com,,Salesforce
9642351,,nicolas langot,,,enki2007@protonmail.com,,List import
9570493,,Melissa Ko,,,mko@covecap.com,,List import
9597354,,Anna Diaz,,,anna.diaz@dywealth.com,,List import
11191888,Inactive Investor,John Matteoni,,"Osaic Wealth, Inc. Reno NV 5470 Kietzke Ln",,,Salesforce
10658134,,Anita Geissinger,,,anitageissinger@primerica.com,,List Import
10918070,Inactive Investor,Dai Pham,,"Transamerica Financial Advisors, Inc Fountain Valley CA 10055 Slater Ave",,,Salesforce
11035153,Inactive Investor,Alexander Harbert,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",alex.harbert@nm.com,,Salesforce
11159233,Inactive Investor,Daniel Martin,,State Farm VP Management Corp.,dan.martin.qlv1@statefarm.com,,Salesforce
9544499,,Jared New,,,jared.j.new@gmail.com,,List import
11060546,Inactive Investor,Nicole Merchain,Financial Advisor;Investing with Impact Director;Senior Portfolio Manager;Vice President,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,nicole.merchain@morganstanley.com,,Salesforce
8716863,,Joseph Rubino,,,jrubino@akfgroup.com,,Web Form Fillout
10848342,Inactive Investor,Wesley Johnson,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,wesley.johnson@ceterainvestors.com,,Salesforce
11099448,Inactive Investor,Charles Booms,,"American Portfolios Financial Services, Inc. Youngstown OH 809 Kentwood Dr",cbooms@americanportfolios.com,,Salesforce
11010225,Inactive Investor,Andrew Aguirre,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10917546,Inactive Investor,William Diehm,Investment Advisor Representative,"Osaic Wealth, Inc. Tiffin OH 1474 S County Road 1",,,Salesforce
11058667,Inactive Investor,Ross McDonald,,"Raymond James Financial Services, Inc. Manhattan KS 555 Poyntz Ave",ross.mcdonald@raymondjames.com,,Salesforce
9585886,,Tyler Mesch,,,tyler.mesch@gmail.com,,List import
11143840,Inactive Investor,Donald Brannock,,"Raymond James Financial Services, Inc. Greensboro NC 608 Pisgah Church Rd",donald.brannock@raymondjames.com,,Salesforce
9588138,,tom carroll,,,tomcarroll2@hotmail.com,,List import
10882002,Inactive Investor,John Hill,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11135011,Inactive Investor,Daryl Wheeler,,"Northwestern Mutual Investment Services, LLC",darylwheeler@northwesternmutual.com,,Salesforce
9589652,,Kevin Baker,,,kevinsbaker74@gmail.com,,List import
11195388,Inactive Investor,Dalton Franken,,"FBL Marketing Services, LLC Urbandale IA 2400 86th St",dalton.franken@fbfs.com,,Salesforce
10903997,Inactive Investor,Nagiba Saheli Romero,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9600381,,Hyekyeong Lee,,,dalura703@naver.com,,List import
11231242,Inactive Investor,Michael Ursell,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",michael.ursell@equitable.com,,Salesforce
10828419,Inactive Investor,Jay Warren,,LPL Financial LLC Denver CO 2960 Simms St,jay.warren@lpl.com,,Salesforce
10941472,Inactive Investor,Kent Jensen,Financial Advisor,Edward Jones Collinsville OK 1102 W Main St,kent.jensen@edwardjones.com,,Salesforce
10696136,,Investments & Wealth Institute Bullard,,Investments and Wealth Institute,gbullard@i-w.org,,List Import
9549449,,Frank Metrusky,,,frank.metrusky@securitiesamerica.com,,List import
10346504,,Andrea Brown,,,staykineticllc@gmail.com,,Web Form Fillout
633,,,,,neha@250ok.in,,
11147212,Inactive Investor,Trevor Mcnulty,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11110809,Inactive Investor,Tyrel Fawson,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10779594,Inactive Investor,Anuradha Nandakumar,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,anuradha.nandakumar@fidelity.com,,Salesforce
344705,,Corey Reddington,Assistant Vice President,Granite Bridge Partners Llc,creddington@granitebridge.com,646-599-9900,Manual List Upload
10836274,Inactive Investor,Robert Hagenberg,Financial Professional,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",roberthagenberg@financialguide.com,,Salesforce
9598076,,Steve Trimboli,,,trimbos11@optonline.net,,List import
11127440,Inactive Investor,Geri Scott,,PFS Investments Inc. Ocala FL 2011 SW 20th Pl,gscott.722gy@primerica.com,,Salesforce
183323,,Bayard Friedman,,[Unknown],bayardfriedman@gmail.com,,
11195953,Inactive Investor,Harry Huang,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,harry.huang@evercore.com,,Salesforce
10789300,Inactive Investor,Austin Routon,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",austin.routon@raymondjames.com,,Salesforce
11076258,Inactive Investor,Allison Kara,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,allison.kara.rsiw@statefarm.com,,Salesforce
10808826,Inactive Investor,Darren Bush,,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",darren.bush@equitable.com,,Salesforce
10756268,Inactive Investor,Deidree Campana,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fredericksburg VA 910 Princess Anne St",d.raye.campana@ml.com,,Salesforce
11122260,Inactive Investor,Christopher Johnson,Financial Advisor,Edward Jones Rockford IL 1463 S Bell School Rd,chris.johnson@edwardjones.com,,Salesforce
4167292,,Jiacheng Cui,,,375615976@qq.com,9784967212,Web Form Fillout
10658577,,Julie Glade,,,julie.glade@jpmorgan.com,,List Import
11047718,Inactive Investor,Daniel Fombo,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",daniel.fombo@tfaconnect.com,,Salesforce
10854524,Inactive Investor,Marina Garcia,,J.P. Morgan Securities LLC Dallas TX 9409 Garland Rd,marina.c.garcia@jpmorgan.com,,Salesforce
9611091,,Zavosh Zaboliyan,,,zavoshz@gmail.com,,List import
6851279,,Jahagin alam Sohel,,,sohel.ms60@gmil.com,,Web Form Fillout
11148159,Inactive Investor,Ting Chor Szeto,Executive Director,Morgan Stanley Alpharetta GA 6655 Town Sq,,,Salesforce
11161588,Inactive Investor,Christopher Wise,,"Mutual Securities, Inc. Kingwood TX 1801 Kingwood Dr",christopher.wise@mutualsecurities.com,,Salesforce
11050398,Inactive Investor,Cindy Christensen,Chief Executive Officer;President;Regulatory Contact,Westchester Capital Management Inc,cindyc@westchestercapital.com,,Salesforce
10780977,Inactive Investor,Wayne Morris,Financial Advisor;Vice President,Morgan Stanley Middleton MA 35 Village Rd,wayne.morris@morganstanley.com,,Salesforce
230904,, -,,[[Unknown]],broughan@gmail.com,,
10896897,Inactive Investor,Jennifer Delorbe,Chief Compliance Officer;Chief Financial Officer;Financial Planner,Wrenne Financial Planning LLC,jen@wrennefinancial.com,,Salesforce
9579090,,Kemp Baker,,,kempb@hotmail.com,,List import
9639766,,Daniel Burns,,,dburns@avalontrust.com,,List import
9621079,,Masaki Katata,,,smartprog@hotmail.com,,List import
10780379,Inactive Investor,Matthew Kocsi,,J.P. Morgan Securities LLC Castle Rock CO 1345 New Beale St,matthew.x.kocsi@jpmorgan.com,,Salesforce
10873340,Inactive Investor,John Baek,,Cetera Advisors LLC Fort Lee NJ 222 Bruce Reynolds Blvd,,,Salesforce
11029572,Inactive Investor,Justin Anderson,Financial Advisor,Thrivent Investment Management Inc. Stevens Point WI 3233B Business Park Dr,justin.anderson@thrivent.com,,Salesforce
11211489,Inactive Investor,Joshua Ringenberger,,"Northwestern Mutual Investment Services, LLC Fort Worth TX 1300 Summit Ave",joshua.ringenberger@nm.com,,Salesforce
147059,,Klayt Morfoot,,[Unknown],klayt.liberty@yahoo.com,,Direct
11261181,Inactive Investor,Chad Kreda,Associate Wealth Advisor,"Mainstay Capital Management, LLC",chad.kreda@mainstaycapital.com,,Salesforce
11005893,Inactive Investor,Kimaria Howard,,"Northwestern Mutual Investment Services, LLC Tacoma WA 1201 Pacific Ave",kimaria.howard@nm.com,,Salesforce
347929,,Charles Mahaffey,Financial Advisor,"VALIC Financial Advisors, Inc.",zach.mahaffey@valic.com,866-544-4968,
10830177,Inactive Investor,Caroline Acosta,Branch Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",caroline.acosta@wellsfargoadvisors.com,,Salesforce
10756853,Inactive Investor,Eric Worrell,Financial Advisor;Managing Director - Investments;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Griffin GA 122 W College St",eric.worrell@wellsfargoadvisors.com,,Salesforce
7115619,,lay lin,,,tihoye8593@luxeic.com,,Web Form Fillout
10934149,Inactive Investor,Kellen Kaneshiro,Financial Advisor,LPL Financial LLC Honolulu HI 1585 Kapiolani Blvd,kellen.kaneshiro@lpl.com,,Salesforce
248394,,Caitlin Ostroff,Reporter,The Wall Street Journal,caitlin.ostroff@wsj.com,,Manual List Upload
243602,,Jonathan Cameron,"Chief Executive Officer, Founder, Investment Advisor Representative, Principal","CameronDowning, Inc.",jcameron@cameron-downing.com,13059878341,Manual List Upload
11059139,Inactive Investor,Christopher Meighen,,"Equitable Advisors, LLC Bridgeport WV 2 Chenoweth Dr",christopher.meighen@equitable.com,,Salesforce
9639207,,Peter Lamass,,,peter.lamass@2pmlux.com,,List import
11190892,Inactive Investor,Harold Woodward,,LPL Financial LLC Sarasota FL 3277 Fruitville Rd,woody.woodward@lpl.com,,Salesforce
11116413,Inactive Investor,Jose Limones,Branch Relationship Banker,"Wells Fargo Clearing Services, LLC Watsonville CA 326 Main St",tony.a.limones@wellsfargo.com,,Salesforce
10876238,Inactive Investor,Christopher Drew,Financial Advisor;Senior Vice President;Vice President,"RBC Capital Markets, LLC Hampton Bays NY 223 W Montauk Hwy",christopher.drew@rbc.com,,Salesforce
11148708,Inactive Investor,Zanielle Grinnell,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",zanielle.grinnell@ml.com,,Salesforce
10980332,Inactive Investor,Nathan Tomkiewicz,Financial Advisor,"Berkshire Money Management, Inc.",ntomkiewicz@berkshiremm.com,,Salesforce
206299,,Michele Stagi,,[Unknown],michelestagi@gmail.com,,Organic Search
9620911,,Sang hun Han,,,hoonny710@gmail.com,,List import
11143288,Inactive Investor,William Hadley,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Charlotte NC 4521 Sharon Rd",will.hadley@ampf.com,,Salesforce
11038843,Inactive Investor,Theodore Schaaf,Financial Advisor,"Citizens Securities, Inc. Waterford CT 117 Boston Post Rd",theodore.schaaf@citizenssecurities.com,,Salesforce
10756871,Inactive Investor,Joshua Regnaud,Director - Alternative Investments;Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
10839931,Inactive Investor,Jamin Lauer,Financial Advisor,Edward Jones York PA 98 Theater Ln,jamin.lauer@edwardjones.com,,Salesforce
11146269,Inactive Investor,Grisell Caberopalsson,,"Cambridge Investment Research, Inc. Alexandria VA 171 Somervelle St",grisell.cp@cambridgesecure.com,,Salesforce
11136196,Inactive Investor,Amanda O'Dell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",amanda.k.odell@ml.com,,Salesforce
9616340,,ED MOSS,,,eemoss57@yahoo.com,,List import
9642361,,Venkanna Jupudy,,,vjupudy.research@gmail.com,,List import
10776860,Inactive Investor,John Ginty,,Lincoln Investment Mesa AZ 4215 E McDowell Rd,jginty@lincolninvestment.com,,Salesforce
374840,,Stepehen Burks,,"Solaris Development, LLC",steve.burks@gmail.com,,List Import
352459,,Jared Ciejek,Associate,"Lcn Capital Management, L.p.",jciejek@lcnpartners.com,212-201-4076,Manual List Upload
10820273,Inactive Investor,Douglas Brinker,President,Brinker Asset Management Tetonia ID 4965 Gooseberry,,,Salesforce
11095442,Inactive Investor,Margaret Busch,,State Farm VP Management Corp.,,,Salesforce
10866786,Inactive Investor,David Goldpenny,Vice President,"CUSO Financial Services, L.P. Lockport NY 6485 S Transit Rd",david.goldpenny@cusonet.com,,Salesforce
6624516,,Nikolas Cartwright,,,hello@apaana.com,,Web Form Fillout
9589396,,Burak Özvarol,,,burakozvarol@gmail.com,,List import
11066152,Inactive Investor,Steven Nartker,,"Avantax Investment Services, Inc. San Diego CA 17150 Via Del Campo",,,Salesforce
349981,,Gretchen Barress,Managing Director - Institutional Sales,"Principal Securities, Inc.",barress.gretchen@principal.com,800-847-5547,
10991570,Inactive Investor,Huy Le,,"U.S. Bancorp Investments, Inc. San Marcos CA 190 S Rancho Santa Fe Rd",huy.le2@usbank.com,,Salesforce
10952740,Inactive Investor,Phong Ly,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,phong.ly@jpmorgan.com,,Salesforce
9565071,,April Ferrell,,,april.ferrell@dowjones.com,,List import
9593461,,Thiago do Rego,,,rego.thiago@icloud.com,,List import
11091671,Inactive Investor,Jorge Morales,Investment Associate,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,jorge.morales@jpmorgan.com,,Salesforce
11123083,Inactive Investor,Joshua Roberts,,LPL Financial LLC Boone NC Private Residence,josh.roberts@lplfinancial.com,,Salesforce
9595458,,David Cohen,,,dstonecohen@gmail.com,,List import
10949680,Inactive Investor,James Copping,,"World Choice Securities, Inc.",,,Salesforce
11217932,,Jack Conway,,,jack.conway@jpmorgan.com,,List Import
11102137,Inactive Investor,Zachary Appleby-Leo,,PFS Investments Inc. Sidney IA 2822 Northridge Dr,zachary.applebyleo@primerica.com,,Salesforce
10932576,Inactive Investor,James Cahn,,LPL Financial LLC Norwalk CT Private Residence,james.e.cahn@lpl.com,,Salesforce
9632949,,Ricardo Escamilla,,,rescamilla@gmail.com,,List import
11086389,Inactive Investor,Patrick Foss,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10898593,Inactive Investor,John Drerup,Director;Portfolio Manager,The Burney Company,jwdrerup@burney.com,,Salesforce
334238,,John Donovan,"ChFC, Financial Advisor","Pinnacle Investments, Llc",jdonovan@pinnacleinvestments.com,315-251-1101,Manual List Upload
10820027,Inactive Investor,Kenneth Rogers,,"CapFinancial Securities, LLC. Harrisonburg VA 2262 Blue Stone Hills Dr",,,Salesforce
10845800,Inactive Investor,Philip Prasad,,Sigma Financial Corporation Sayreville NJ Private Residence,pprasad@sigmarep.com,,Salesforce
10856306,Inactive Investor,Trevor Nelko,Financial Advisor,Focus Financial Minneapolis MN 1000 Shelard Pkwy,tnelko@focusfinancial.com,,Salesforce
9619180,,emmanuel beaucicaut,,,emmanuel_beaucicaut@live.ca,,List import
342283,,Adam Dunn,Trading Manager,Jensen Investment Management Inc.,adunn@jenseninvestment.com,503-726-4384,Manual List Upload
10924392,Inactive Investor,Jonathan Goohs,,"Ameritas Investment Company, LLC Melville NY 425 Broadhollow Rd",jonathan.goohs@ameritas.com,,Salesforce
10761926,Inactive Investor,Richard Rogers,Managing Director,Stephens Winston Salem NC 101 S Stratford Rd,richard.rogers@stephens.com,,Salesforce
11167923,Inactive Investor,Keith Hagerty,Senior Vice President,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,keith.hagerty@ubs.com,,Salesforce
9577845,,Frank Porter,,,fraiint@yahoo.com,,List import
10857781,Inactive Investor,Kevin Connolly,Chief Compliance Officer;Chief Executive Officer;Managing Member,"Buffalo First Wealth Management, LLC",krconnolly@buffalofirstllc.com,,Salesforce
11075513,Inactive Investor,David Hall,Financial Advisor,"Peak Planning Group, LLC Hilo HI 1036 Kilauea Ave",david@peakplan.com,,Salesforce
10892030,Inactive Investor,Beth Lawlor,Executive Vice President,"U.S. Bancorp Advisors, LLC",,,Salesforce
10835955,Inactive Investor,Travis Regier,Senior Client Associate,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",travis.regier@rbc.com,,Salesforce
9623370,,Stephen Williamson,,,steve@nytrialesquire.com,,List import
10792776,Inactive Investor,Jayme O'Donnell,Chief Compliance Officer;Founder;Member,"Evergreen Advisors, LLC",jayme@evergreenadvisors.com,,Salesforce
10955380,Inactive Investor,Dustin Andreas,Client Service Associate,Citigroup Global Markets Inc. New York NY 399 Park Ave,,,Salesforce
9561489,,Veronica Wheelock,,,vwheelock@granitelp.com,,List import
10866525,Inactive Investor,Matthew Russell,Chief Compliance Officer;Founder;President,"MTR Financial Services, LLC",mrussell@mtrfinancial.com,,Salesforce
217469,,Alexandre Ludolf,,[Unknown],alexandre.ludolf@qrasset.com.br,,
11078020,Inactive Investor,Norbert Endl,Financial Advisor,Edward Jones Stuttgart AR 1920 S Main St,todd.endl@edwardjones.com,,Salesforce
10957947,Inactive Investor,Alea James,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",alea.james@tiaa.org,,Salesforce
11105266,Inactive Investor,Rhonda Murdock,,"Allstate Financial Services, LLC Harvey LA 2701 Manhattan Blvd",ck7w2@allstate.com,,Salesforce
10997240,Inactive Investor,Joseph Price,,"Principal Securities, Inc.",price.joe@principal.com,,Salesforce
11178434,Inactive Investor,Chenoa Harjo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10808374,Inactive Investor,Brandon Blair,Branch Manager;Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Salem OR 1500 Liberty St SE",brandon.blair@wfafinet.com,,Salesforce
9581176,,Chad M,,,cmorland@gmail.com,,List import
373195,,Daniel Alexander,,[Unknown],danalexander1@aol.com,,source
11149709,Inactive Investor,Edward Baez,,Fidelity Brokerage Services LLC,,,Salesforce
10924014,Inactive Investor,David Kleinhandler,,"The Leaders Group, Inc.",,,Salesforce
10984147,Inactive Investor,Ezra Litton,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,eilitton@ft.newyorklife.com,,Salesforce
11114410,Inactive Investor,Joseph Ablahani,,"MML Investors Services, LLC Fairfield NJ 363 US Hwy 46",jablahani@financialguide.com,,Salesforce
10996761,Inactive Investor,Seung Jae Lee,,Perella Weinberg Partners LP San Francisco CA 1 California St,jlee@pwpartners.com,,Salesforce
10948663,Inactive Investor,Alan Jacobson,Financial Advisor,Edward Jones Temecula CA 28693 Old Town Front St,aj.jacobson@edwardjones.com,,Salesforce
11140779,Inactive Investor,Justine Girard,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",justine.girard@wellsfargoadvisors.com,,Salesforce
10938116,Inactive Investor,Hector Mena,,Cetera Advisor Networks LLC Lake Worth FL 167 Yacht Club Way,,,Salesforce
11072815,Inactive Investor,Marvin Rodriguez-Baez,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,marvin.rodriguezbaez@primerica.com,,Salesforce
108767,,christopher pugh,,Thrivent,cpugh1@yahoo.com,8103339389,
10832240,Inactive Investor,Emilio Solorzano,Financial Advisor,LPL Financial LLC Weehawken NJ 4530 Park Ave,emilio.solorzano@lpl.com,,Salesforce
10971235,Inactive Investor,Philip Rubia,Financial Advisor,"CUSO Financial Services, L.P. La Habra CA 1330 S Beach Blvd",,,Salesforce
10837900,Inactive Investor,Neil Wallach,,"Vanderbilt Securities, LLC",nwallach@vanderbiltsecurities.com,,Salesforce
11149056,Inactive Investor,Stacy Brasher,,"Ameritas Investment Company, LLC Birmingham AL 2718 20th St S",sbrasher@ameritas.com,,Salesforce
10986008,Inactive Investor,Jack Hanel,,Hilltop Securities Inc. Charlotte NC 6100 Fairview Rd,jack.hanel@hilltopsecurities.com,,Salesforce
9593023,,Nelly Mubashi,,,nelly.mubashi@nwasset.com,,List import
11145551,Inactive Investor,Michael Williams,Family Wealth Advisor;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Chesterfield MO 14805 N Outer 40 Rd,michael.s.williams@morganstanley.com,,Salesforce
10858845,Inactive Investor,Robert Cruise,,"Grove Point Investments, LLC Columbus NE 4213 38th St",rcruise@hbeckinc.com,,Salesforce
11230102,Inactive Investor,Yun Lee,,NYLIFE Securities LLC Fairfax VA 11325 Random Hills Rd,yklee02@ft.newyorklife.com,,Salesforce
10767814,Inactive Investor,David Finkel,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",david_r_finkel@ml.com,,Salesforce
1002792,Inactive Investor,Anthony Russo,Senior Research Analyst,Essex Financial Services,anthony.russo@essexfinancialservices.com,(475) 888-9041,
11023743,Inactive Investor,Dean Ford,,Edward Jones Fremont MI 46 W Sheridan St,,,Salesforce
10883956,Inactive Investor,Jose Covarrubias,,J.P. Morgan Securities LLC Chula Vista CA 2245 Otay Lakes Rd,jose.covarrubias@jpmorgan.com,,Salesforce
161992,,pro duck,,[Unknown],you1074@naver.com,,
20169,,Thomas Owens,Principal,"Garde Capital, Inc.",tom.owens@gardecapital.com,206-552-7900,Manual List Upload
11212018,Inactive Investor,Donald Westerhoff,,Commonwealth Financial Network Bradenton FL 5550 26th St W,dwesterhoff@commonwealth.com,,Salesforce
9615871,,robb robb,,,robtslevin@aol.com,,List import
10964262,Inactive Investor,Richard Roberts,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10865003,Inactive Investor,John Lucadamo,Financial Advisor,LPL Financial LLC Melville NY 535 Broadhollow Rd,john.lucadamo@lpl.com,,Salesforce
10769681,Inactive Investor,Raymond Ebbighausen,,"Hennion & Walsh, Inc.",raye@hennionandwalsh.com,,Salesforce
10979819,Inactive Investor,Lucina Carbon,,"Osaic Wealth, Inc.",lucina.carbon@osaic.com,,Salesforce
10976681,Inactive Investor,Romairo Reese,,"Equity Services, Inc. Jacksonville FL 5011 Gate Pkwy",rreese@nationallife.com,,Salesforce
10868640,Inactive Investor,Paul McNellis,Financial Representative,"Northwestern Mutual Investment Services, LLC Naperville IL 55 Shuman Blvd",paul.mcnellis@nm.com,,Salesforce
11102828,Inactive Investor,Timothy Foley,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,timothy.foley@gs.com,,Salesforce
10830111,Inactive Investor,William Collins,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 1036 W Juneau Ave",bill.collins@nm.com,,Salesforce
11011481,Inactive Investor,Scott Doyle,Paraplanner;Wealth Management Associate,"Ameriprise Financial Services, LLC Montclair NJ 491 Bloomfield Ave",scott.doyle@ampf.com,,Salesforce
10661646,,Kyle Mowery,,,kyle@grizzlyrockcapital.com,,List Import
11137775,Inactive Investor,Kathryn Schram,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1500 Urban Center Dr",katy.schram@nm.com,,Salesforce
9626580,,Corey Barno,,,bce3000llc@gmail.com,,List import
10944339,Inactive Investor,Christopher Martinez,,"Omni Financial Securities, Inc.",,,Salesforce
10843746,Inactive Investor,William Hatcher,Investment Advisor Representative;Wealth Manager,Commonwealth Financial Network Alpharetta GA 314 Maxwell Rd,whatcher@commonwealth.com,,Salesforce
11131724,Inactive Investor,Mark Leone,,"Avantax Investment Services, Inc. Milford MA 100 Medway Rd",,,Salesforce
10940599,Inactive Investor,Georgeanne Aist,Financial Planner,"Pruco Securities, LLC. Waldorf MD 2 Industrial Park Dr",georgeanne.aist@prudential.com,,Salesforce
10758000,Inactive Investor,Renee Williams,,"Wells Fargo Clearing Services, LLC",renee.williams@wfadvisors.com,,Salesforce
10810473,Inactive Investor,Angela Ford,,LPL Financial LLC Olathe KS 13095 S Mur Len Rd,angela.ford@lpl.com,,Salesforce
11171809,Inactive Investor,Heather Smith,,J.P. Morgan Securities LLC Mesa AZ 10746 E Baseline Rd,heather.smith@jpmorgan.com,,Salesforce
372256,,Manuel Nikolaus,,France,k4lix88@gmail.com,,Salesforce
9597987,,Stephen Wagner,,,stephen@integritywealthgroup.com,,List import
11203507,Inactive Investor,Cassandra Bautista,,PFS Investments Inc. Burbank CA 533 N Victory Blvd,,,Salesforce
11231569,Inactive Investor,Gulbano Ali,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11068546,Inactive Investor,John Seiner,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 12 Long Lake Rd",john.seiner@nm.com,,Salesforce
162363,,su kim,,[Unknown],theksmthzae@gmail.com,,
11109513,Inactive Investor,Jerome Albino,,LPL Financial LLC West Hartford CT 433 S Main St,jerome.albino@lpl.com,,Salesforce
10995726,Inactive Investor,Kenichiro Hayakawa,,Goldman Sachs & Co.,,,Salesforce
11002153,Inactive Investor,Holley Landry,,"N.I.S. Financial Services, Inc.",,,Salesforce
11083362,Inactive Investor,Thomas Cooley,Financial Advisor,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",thomas.cooley@raymondjames.com,,Salesforce
11188448,Inactive Investor,Annette Davis,,J.P. Morgan Securities LLC Scarsdale NY 20 Palmer Ave,annette.davis@jpmorgan.com,,Salesforce
10835685,Inactive Investor,Andrew Lang,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Littleton CO 1899 W Littleton Blvd",andrew.lang@wfafinet.com,,Salesforce
10770686,Inactive Investor,Timothy Ward,Financial Advisor,"Cornerstone Wealth Management, LLC Chesterfield MO 16091 Swingley Ridge Rd",,,Salesforce
10788037,Inactive Investor,Ronald Fitzgerald,Senior Financial Associate;Vice President,"RBC Capital Markets, LLC Naples FL 800 Laurel Oak Dr",ron.fitzgerald@rbc.com,,Salesforce
11038055,Inactive Investor,Vincent Reaver,,United Planners' Financial Services of America A Limited Partner Frederick MD 474 Prospect Blvd,,,Salesforce
9646185,,Maxim Kovalyov,,,mkovalyov80@gmail.com,,List import
10645868,,Christopher Deveny,,,christopher.a.deveny@jpmorgan.com,,List Import
11179635,Inactive Investor,James Senderling,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",jim.senderling@rbc.com,,Salesforce
11071604,Inactive Investor,Debra Boucher,,"World Investments, Inc. Toms River NJ 211 Superior Ct",debraboucher@tfsrep.com,,Salesforce
9558296,,Jodee Brubaker-Rager,,,jodee@geneoswealth.com,,List import
11150072,Inactive Investor,Richard Bennett,Financial Advisor,Edward Jones Rochester MN 3003 43rd St NW,richard.bennett@edwardjones.com,,Salesforce
11212394,Inactive Investor,Robert Dalie,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,robert.dalie@opco.com,,Salesforce
11188157,Inactive Investor,Jeff Purkey,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9638966,,John Griek,,,jgriek@allstate.com,,List import
11182737,Inactive Investor,Theresa Henry,,PFS Investments Inc. East Rutherford NJ 1 Madison St,theresa.henry@primerica.com,,Salesforce
10778900,Inactive Investor,James Twiford,Chief Compliance Officer;Director;President,"Brookline Investments, Inc.",rtwiford@brooklineinvestments.com,,Salesforce
11112347,Inactive Investor,Evan Welborn,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11057547,Inactive Investor,Charles Sellers,Associate Vice President;Investment Executive,Davenport & Company LLC Roanoke VA 10 Franklin Rd SE,csellers@investdavenport.com,,Salesforce
9646140,,Jaehoon CHOI,,,cjh2236@tigerinv.co.kr,,List import
11088563,Inactive Investor,Alexander Lavalle,Assistant Vice President;Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11160898,Inactive Investor,Magdalena Sanchez,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11220632,,Carey Morrison,,,cmorrison@onedigital.com,,Other
9598046,,hasan dbouk,,,hassand1996e@gmail.com,,List import
10924646,Inactive Investor,Matthew Mclellan,Financial Advisor,Edward Jones Roy WA 35025 90th Ave S,matthew.mclellan@edwardjones.com,,Salesforce
10963126,Inactive Investor,Adam Hout,Chief Executive Officer;Founder,"Hout Financial Services, Inc.",,,Salesforce
9567469,,Christopher Rouse,,,crouse@nfp.com,,List import
11105285,Inactive Investor,Ronald Adamoli,,Thrivent Investment Management Inc.,ronald.adamoli@thrivent.com,,Salesforce
10800870,Inactive Investor,Justin Whiley,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,justin.whiley@lpl.com,,Salesforce
9556079,,Elias Nkabinde,,,elinkabinde@gmail.com,,List import
9582878,,Eric Phipps,,,ephipps@rockbridgecapital.com,,List import
352007,,Howard Fang,Associate,"Gemspring Capital Management, Llc",howard@gemspring.com,203-842-8941,Manual List Upload
10810203,Inactive Investor,Denese Foster,,"Wells Fargo Clearing Services, LLC Burlington NC 1708 Westbrook Ave",denese.foster@wellsfargoadvisors.com,,Salesforce
4972057,,Chris B,,,chris0771980@gmail.com,,Web Form Fillout
9590867,,Catherine Callagy,,,callagyc@hss.edu,,List import
9563090,,Zoran Ilic,,,zoran.ilic@pbzinvest.hr,,List import
11113004,Inactive Investor,James Carr,,Comerica Securities Dallas TX 1717 Main St,jcarr@comerica.com,,Salesforce
11121549,Inactive Investor,Benjamin Custer,Financial Advisor,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",custer.ben@principal.com,,Salesforce
10927410,Inactive Investor,Tracy Coffman,,Coppell Advisory Solutions LLC Austin TX 4131 Spicewood Springs Rd,,,Salesforce
10845207,Inactive Investor,Gary Yoshizumi,,PFS Investments Inc. Upland CA 151 D St,gary.yoshizumi@primerica.com,,Salesforce
10851073,Inactive Investor,Marc McAllister,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",marc.mcallister@rbc.com,,Salesforce
11069868,Inactive Investor,Thomas Denlinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Conshohocken PA 1 Fayette St",,,Salesforce
10771154,Inactive Investor,Caroline Comer,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",caroline.comer@wellsfargoadvisors.com,,Salesforce
10760568,Inactive Investor,Allen Lesaint,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,allen.lesaint@fidelity.com,,Salesforce
11035221,Inactive Investor,Kelley Aline,Financial Advisor,Edward Jones Great Falls MT 209 Smelter Ave NE,kelley.aline@edwardjones.com,,Salesforce
9646448,,Danny Wingfield,,,danny.wingfield@gmail.com,,List import
352690,,Jennifer White,"Senior Managing Director, Investor Strategies, Relations","Transwestern Investment Management, Llc",jennifer.white@transwesterninvest.com,214-572-9817,Manual List Upload
10855092,Inactive Investor,Rodney Shadman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",,,Salesforce
9585925,,Andrew Gagliardi,Investment Advisor,Fisher Investments,a.gagliardi@fi.com,,List import
10942795,Inactive Investor,Bryan Davis,,"Kestra Investment Services, LLC Kalamazoo MI 6100 Stadium Dr",,,Salesforce
11119557,Inactive Investor,Gregory Gartrell,,"Wells Fargo Clearing Services, LLC Memphis TN 6445 Poplar Ave",gregory.gartrell@wellsfargoadvisors.com,,Salesforce
10811405,Inactive Investor,Bryan Person,Managing Director,"Stifel, Nicolaus & Company, Incorporated Sioux Falls SD 2401 W Trevi Pl",bryan.person@stifel.com,,Salesforce
10808231,Inactive Investor,Stephen Sykes,,Janney Montgomery Scott LLC Pittsfield MA 75 S Church St,ssykes@janney.com,,Salesforce
11081447,Inactive Investor,Jonathan Scott,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_scott@vanguard.com,,Salesforce
9550324,,Chad Huff,,,crhuff@ft.newyorklife.com,,List import
10859242,Inactive Investor,Ali Hilvers,Compliance Officer,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",,,Salesforce
10776896,Inactive Investor,Craig Manchuck,Portfolio Manager;Shareholder;Vice President,Osterweis Capital Management,craig.manchuck@osterweis.com,,Salesforce
9594052,,Brendan Mcewan,,,bmcewan@hightoweradvisors.com,,List import
11119882,Inactive Investor,Leanne Kerrigan,,"RBC Capital Markets, LLC South Easton MA 5 Bristol Dr",leanne.kerrigan@rbc.com,,Salesforce
10804823,Inactive Investor,Kevin Clancy,Co-Chief Investment Officer;Partner,"MIO Partners, Inc. New York NY 45 Rockefeller Plz",kevin_clancy@miopartners.com,,Salesforce
10769628,Inactive Investor,Jeffrey Garber,Chief Compliance Officer;Corporate Secretary;Director;General Counsel,"Personal Asset Strategies, Inc.",jeffreygarber@pasfinance.com,,Salesforce
10915728,Inactive Investor,Jennifer Cuce,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11098473,Inactive Investor,Kyla Martinez,,"Wells Fargo Clearing Services, LLC Cerritos CA 13355 South St",kyla.martinez@wellsfargoadvisors.com,,Salesforce
9594477,,Michael Barud,,,mikebarud@gmail.com,,List import
11110210,Inactive Investor,Evan Levy,Financial Advisor,"NestEgg Advisors, Inc.",evanlevy@nesteggadvisors.net,,Salesforce
9415841,,Bryce Anderson,,Bryce Anderson,andersonbc1@gmail.com,,Organic Search
10946460,Inactive Investor,Amanda Simmons,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10934119,Inactive Investor,Mark Doroff,,Sigma Financial Corporation Northbrook IL 899 Skokie Blvd,,,Salesforce
10889872,Inactive Investor,Kingsley Calvo Jordan,Financial Advisor,Robert W. Baird & Co. Incorporated Hopkins MN 601 Carlson Pkwy,kcalvojordan@rwbaird.com,,Salesforce
11044749,Inactive Investor,Diana Phelps,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
241339,Inactive Investor,Jay Nicholls,,Boston Financial Management,jayn@bfminvest.com,(617) 275-0324,Database Upload
11034270,Inactive Investor,Nicholas Esposito,,PFS Investments Inc. Chalfont PA 31 Oak Ave,nesposito@primerica.com,,Salesforce
10970083,Inactive Investor,Matthew Gasparro,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
10924509,Inactive Investor,Michael Possehl,,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",michael.possehl@tfaconnect.com,,Salesforce
11001619,Inactive Investor,Peter Trimarchi,,"American Portfolios Financial Services, Inc. Floral Park NY 99 Tulip Ave",ptrimarchi@americanportfolios.com,,Salesforce
10644361,,Obi Tagbo,,,obi.tagbo@schwab.com,,List Import
11117750,Inactive Investor,Ross Bauer,,"Wells Fargo Advisors Financial Network, LLC Old Greenwich CT 1700 E Putnam Ave",ross.bauer@wellsfargoadvisors.com,,Salesforce
349839,,Sean Riley,"Accredited Investment Fiduciary, Vice President",Eldridge Investment Advisors Inc,sriley@eldridgeco.com,603-625-8559,Manual List Upload
11082589,Inactive Investor,Michael Spardello,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
11144864,Inactive Investor,David Means,Financial Services Professional,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",dmeans@financialguide.com,,Salesforce
10949137,Inactive Investor,James Johnson,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",james.g.johnson@ml.com,,Salesforce
234631,, -,,[[Unknown]],qjuanalberto123@gmail.com,,Organic Search
1003890,Inactive Investor,Rick Alvarez,,Rick Alvarez,bkrick3@yahoo.com,727643444,
11105604,Inactive Investor,Renee Graham,,"Allstate Financial Services, LLC",reneegraham@allstate.com,,Salesforce
11235025,Inactive Investor,Joshua Davis,Financial Advisor,"TBH Global Asset Management, LLC",joshua@tbhplan.com,,Salesforce
10828450,Inactive Investor,Edward Nolette,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Toledo OH 7311 Crossleigh Ct,edward.nolette@morganstanley.com,,Salesforce
10648510,,Claudio greyscale Silva,,,silvcloud3@icloud.com,,Web Form Fillout
11254756,Inactive Investor,Robyn Lazaro,Financial Advisor,Edward Jones Rockville MD 12300 Twinbrook Pkwy,robyn.lazaro@edwardjones.com,,Salesforce
10785791,Inactive Investor,William Weller,,"BOK Financial Securities, Inc. Houston TX 1401 McKinney St",wweller@bokf.com,,Salesforce
10757964,Inactive Investor,James Murphy,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",james.murphy2@wellsfargoadvisors.com,,Salesforce
10991849,Inactive Investor,Austin Farmer,Financial Advisor,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10661400,,Donald Sorota,,,dsorota@altairadvisers.com,,List Import
10905278,Inactive Investor,Justin Grose,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",justin.grose@ml.com,,Salesforce
10761992,Inactive Investor,Stephanie Lantigua,Branch Manager,"RBC Capital Markets, LLC Wayzata MN 445 Lake St E",stephanie.lantigua@rbc.com,,Salesforce
10613897,,George Kanas,"Financial Advisor, Senior Vice President - Wealth Management",,george.kanas@ubs.com,,List Import
11202254,Inactive Investor,Andrew Tarka,,"Bankers Life Securities, Inc. Springfield MO 1341 W Battlefield St",andrew.tarka@bankerslife.com,,Salesforce
11039331,Inactive Investor,Matthew Gallup,Advisor;Associate Vice President;Client Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,mgallup@rockco.com,,Salesforce
11046159,Inactive Investor,Mario Pantaleo,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,mario.n.pantaleo@ubs.com,,Salesforce
11028753,Inactive Investor,Bruce Hagan,,"NBC Securities, Inc. Tallahassee FL 3116 Capital Cir NE",,,Salesforce
10803136,Inactive Investor,Tracy Alm,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Crystal River FL 2101 SE US Hwy 19",tracy.vaughn@raymondjames.com,,Salesforce
9559027,,Julie Bahr,,,jbahr@claytonfinancialgroup.com,,List import
11020000,Inactive Investor,Noah Wiggins,,LPL Financial LLC Norfolk VA 1701 Church St,noah.wiggins@lpl.com,,Salesforce
10852999,Inactive Investor,Janelle Lorenz,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",janelle.lorenz@wellsfargoadvisors.com,,Salesforce
9552970,,Debjit Dutta,,,debjitdtt5@gmail.com,,List import
11046186,Inactive Investor,Christopher Porcelli,Financial Advisor;Senior Portfolio Manager,Morgan Stanley Chicago IL 233 S Wacker Dr,christopher.porcelli@morganstanley.com,,Salesforce
9587002,,Lane Mobley,,,lanemobs@gmail.com,,List import
11011043,Inactive Investor,Zachary Creutzer,,"Brokers International Financial Services, LLC. Bel Air MD 139 N Main St",zcreutzer@brokersifs.com,,Salesforce
10931414,Inactive Investor,Sharon Kim,,State Farm VP Management Corp. West Hartford CT 2475 Albany Ave,,,Salesforce
29379,,Peter Kolchinsky,Portfolio Manager,"Ra Capital Management, Lp",pkolchinsky@racap.com,1-617-778-2512,Manual List Upload
183194,,J L,,[Unknown],jleespider@gmail.com,,
9576710,,Alfonso Illescas,,,alfonsoilles@hotmail.com,,List import
11093192,Inactive Investor,Janelle Shin,,"MML Investors Services, LLC Los Angeles CA 3700 Wilshire Blvd",jrshin@financialguide.com,,Salesforce
11183393,Inactive Investor,Dwayne Hawkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 18126 Preston Rd",dwayne.hawkins@wellsfargo.com,,Salesforce
9554200,,Jose Romero,,,joseluischinas@gmail.com,,List import
10770760,Inactive Investor,Jarett Levitsky,Director;Owner;Portfolio Manager,"Johnson Investment Counsel, Inc.",jlevitsky@johnsoninv.com,,Salesforce
11019053,Inactive Investor,Preston Shively,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11119579,Inactive Investor,Thomas Hellmuth,,Fidelity Brokerage Services LLC Denver CO 1801 Wewatta St,,,Salesforce
10819058,Inactive Investor,Geoff Sharaky,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,geoff.sharaky@fmr.com,,Salesforce
11147039,Inactive Investor,Rachel Cheng,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",rachel.cheng@ml.com,,Salesforce
9573042,,Lesley Draper,,,ldraper@regentatlantic.com,,List import
11005110,Inactive Investor,Samuel Goodfriend,Financial Planning Analyst,"WealthValues, LLC Houston TX Private Residence",,,Salesforce
10488184,,Scott Davis,"Director - Corporate Client Group, Family Wealth Director, International Client Advisor, Managing Director, Private Wealth Advis",Morgan Stanley,scott.a.davis@morganstanley.com,,List Import
10844835,Inactive Investor,Alexandra Cavallaro,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",alexandra.cavallaro@rbc.com,,Salesforce
11061851,Inactive Investor,Martis Phillips,,"Allstate Financial Services, LLC Birmingham AL 1400 3rd Ave N",martisphillips@allstate.com,,Salesforce
11184112,Inactive Investor,Edward Dawson,Financial Advisor;Managing Director,UBS Financial Services Inc. San Diego CA 600 W Broadway,edward.dawson@ubs.com,,Salesforce
11255168,Inactive Investor,Jordan Dean,Wealth Management Advisor,"Full Sail Capital, LLC",jdean@fullsailcapital.com,,Salesforce
10752691,Inactive Investor,Benjamin James,Private Wealth Advisor,"Ameriprise Financial Services, LLC Columbia MD 8825 Stanford Blvd",benjamin.a.james@ampf.com,,Salesforce
11048106,Inactive Investor,Kannan Jayaram,Financial Consultant,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",kannan.jayaram@equitable.com,,Salesforce
10806036,Inactive Investor,Carrie Prusa,Chief Compliance Officer;Director - Operations,"Baron Silver Stevens Financial Advisors, LLC",,,Salesforce
10829777,Inactive Investor,Shannon Pitner,Chief Compliance Officer;Chief Executive Officer;Founder,Nautilus Wealth Advisors,shannon.pitner@nautiluswealthadvisors.com,,Salesforce
142509,,Rhys McManus,,Verizon,rhys.mcmanus@gmail.com,6099491893,
10955766,Inactive Investor,Jennifer Pittman,Customer Service Associate,"Ameriprise Financial Services, LLC Austin TX 9442 N Capital of Texas Hwy",jennifer.pittman@ampf.com,,Salesforce
9601381,,Peter Courtney,,,pcourtney@greenwichinvestmentmgt.com,,List import
10811417,Inactive Investor,Jin Hu,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jin.j.hu@ubs.com,,Salesforce
11148664,Inactive Investor,Melissa Myers,,Commonwealth Financial Network Overland Park KS 10801 Mastin St,,,Salesforce
11164946,Inactive Investor,William Levis,,Cetera Advisors LLC New York NY 1325 Avenue of the Americas,,,Salesforce
227448,, -,,[[Unknown]],feltrinvestimento@gmail.com,,Paid Social
10900873,Inactive Investor,Brian Mcmillin,Financial Advisor,LPL Financial LLC Roseau MN 102 2nd St SE,brian.mcmillin@lpl.com,,Salesforce
100974,,Carl Nadwodny,"Member, Chief Investment Officer",Convergent Financial Strategies Llc,carl@convergentfs.com,484-477-4100,Manual List Upload
11096359,Inactive Investor,Veronica Lommel,Premier Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",veronica.johnson@wellsfargoadvisors.com,,Salesforce
10945254,Inactive Investor,Hayley Tuggle,,"Charles Schwab & Co., Inc. Denver CO 7001 E Belleview Ave",,,Salesforce
10647060,,Luke Jones,,,luke.jones@schwab.com,,List Import
9595724,,Kalli Greenlee,,,kgreenlee@hightoweradvisors.com,,List import
9614405,,Jawad Siddiqui,,,mjawadsiddiqui@hotmail.com,,List import
11222622,,Laura Mataitis,,,laura.mataitis@transamerica.com,,List Import
11165615,Inactive Investor,Elizabeth Minard,,"Wells Fargo Clearing Services, LLC Tempe AZ 1150 W Washington St",elizabeth.minard@wellsfargoadvisors.com,,Salesforce
10764502,Inactive Investor,Laura Hegen,,GMS Group,lhegen@gmsgroup.com,,Salesforce
11106398,Inactive Investor,Karina Vallejo,,"Cambridge Investment Research, Inc. Daytona Beach FL Private Residence",,,Salesforce
11042253,Inactive Investor,Jason Romano,,"Raymond James & Associates, Inc.",jason.romano@raymondjames.com,,Salesforce
10822451,Inactive Investor,Greg Hansman,Financial Advisor,Edward Jones Denison IA 1919 4th Ave S,greg.hansman@edwardjones.com,,Salesforce
10685754,,Nick Dawson,,,nick@nickdawsoncpa.com,,Web Form Fillout
10648401,,Avery Lopez,,,avery.lopez@fidelity.com,,List Import
11032913,Inactive Investor,Zhi-Hong Liu,Senior Financial Consultant,"Transamerica Financial Advisors, Inc Alviso CA 2077 Gold St",zhihong.liu@transamerica.com,,Salesforce
9586208,,Richard Powers,,,rmpowers28@icloud.com,,List import
11087737,Inactive Investor,Michael Yocum,,Vanguard Marketing Corporation,michael_yocum@vanguard.com,,Salesforce
9642358,,David Kahal,,,davidkahal@optonline.net,,List import
344524,,David Guthrie,Vice President,America First Investment Advisors Llc,dguthrie@am1st.com,402-991-3388,Manual List Upload
10862161,Inactive Investor,Woo Jin Lee,,Evercore Group L.L.C.,,,Salesforce
10796655,Inactive Investor,Heather Arnell,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",heather.dibrizzi@ml.com,,Salesforce
5766832,,mdidar hossen,,,mdidarhossen591@gmail.com,,Web Form Fillout
10930175,Inactive Investor,Nina Rue,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,nrue@ft.newyorklife.com,,Salesforce
10758591,Inactive Investor,Robert Moore,Senior Resident Director;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wichita KS 2959 N Rock Rd",bob_moore@ml.com,,Salesforce
230027,, -,,[[Unknown]],cagrondin@gmail.com,,Advertising
11098980,Inactive Investor,Roger Hendricks,Financial Advisor,Edward Jones Longview TX 2904 N 4th St,dale.hendricks@edwardjones.com,,Salesforce
10954547,Inactive Investor,Austin Fields,Financial Advisor;Wealth Advisor,"Eide Bailly Advisors, LLC Lehi UT 2901 N Ashton Blvd",afields@eidebailly.com,,Salesforce
11123850,Inactive Investor,Darren Sweeney,,"Osaic FA, Inc. Millersville MD 8684 Veterans Hwy",darren.sweeney@lfg.com,,Salesforce
10796836,Inactive Investor,Stephen Brown,,"M Holdings Securities, Inc. Hingham MA 175 Derby St",stephen.brown@mfin.com,,Salesforce
11084564,Inactive Investor,Franceen Jansen,,Morgan Stanley New York NY 750 7th Ave,franceen.jansen@morganstanley.com,,Salesforce
162674,,Ryan Leung,,[Unknown],ryancleung@gmail.com,,
10755169,Inactive Investor,Ryan Johnsen,Financial Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",ryan.d.johnsen@ampf.com,,Salesforce
10969782,Inactive Investor,George Nowack,Financial Planner;Investment Advisor,Hunter Street Investment Advisors LLC,george@hsiadvisors.net,,Salesforce
9632463,,Lars Johansson,,,lars.o.johansson@gmail.com,,List import
10810286,Inactive Investor,Marc Martinelli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwyd PA 2 Bala Cynwyd Plz",marc_martinelli@ml.com,,Salesforce
11130216,Inactive Investor,Adam Hamilton,,"RBC Capital Markets, LLC",,,Salesforce
10950990,Inactive Investor,David Blake,,LPL Financial LLC,david.blake@lpl.com,,Salesforce
9559456,,Anthony Cognevich,,,anthony.cognevich@hancockwhitney.com,,List import
11190488,Inactive Investor,Sara Caron,Assistant Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 400 Hwy 169 S",,,Salesforce
11005385,Inactive Investor,William Fore,,"Keel Point Capital, LLC",,,Salesforce
227434,, -,,[[Unknown]],kang_1470@hotmail.com,,
242874,,Leslie Cook,Financial Advisor,Ameriprise,leslie.a.cook@ampf.com,,Manual List Upload
10876151,Inactive Investor,Jeremy Wester,,LPL Financial LLC Alexandria LA 1412 Centre Ct,jeremy.wester@lpl.com,,Salesforce
10759015,Inactive Investor,John Sudduth,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Sugar Land TX Private Residence",john.sudduth@raymondjames.com,,Salesforce
10981086,Inactive Investor,Zachary Zigmond,,"Truist Investment Services, Inc. Beverly Hills CA 9777 Wilshire Blvd",zach.zigmond@truist.com,,Salesforce
11166219,Inactive Investor,Cara Paynter,Financial Advisor;Senior Vice President,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,cara.paynter@morganstanley.com,,Salesforce
11009666,Inactive Investor,Scott Thiel,,"Farmers Financial Solutions, LLC Saint Paul MN 700 Commerce Dr",,,Salesforce
10907836,Inactive Investor,Alan Pareira,Chairman;Director;Trustee,Florida Atlantic Securities Corp.,apareira@floridaatlantic.net,,Salesforce
10928828,Inactive Investor,John Fortier,,State Farm VP Management Corp. Waterville ME 305 Kennedy Memorial Dr,john.fortier.btrs@statefarm.com,,Salesforce
10915296,Inactive Investor,Andrew Liss,,"OneAmerica Securities, Inc. Providence RI 2 Regency Plz",,,Salesforce
143536,,Jonathan Halvorson,Financial Planner,"Securities America Advisors, Inc.",jonathan.halvorson@securitiesamerica.com,402-399-9111,
11105046,Inactive Investor,Ryan Cummings,,"Cambridge Investment Research, Inc. South Hadley MA 87 Willimansett St",,,Salesforce
9612247,,Chris Ryan,,,sail_ryan@yahoo.com,,List import
11059181,Inactive Investor,Carlos Guzman,,Creand Securities,,,Salesforce
187838,,Kevin Helms,,Private Invester,kevinmhelms@gmail.com,7045622500,
11158867,Inactive Investor,Daniel Deitrick,Family Wealth Director;Financial Advisor;Managing Director;Senior Vice President,Morgan Stanley Oakland CA 1999 Harrison St,daniel.deitrick@morganstanley.com,,Salesforce
10801280,Inactive Investor,Matthew Anderson,Director,"Raymond James & Associates, Inc. Reston VA 1950 Opportunity Way",,,Salesforce
11107648,Inactive Investor,Polly Peters,Vice President - Client Services;Wealth Advisor,Freestate Advisors LLC,polly@freestateadvisors.com,,Salesforce
11004608,Inactive Investor,Jesse Hill,,GWN Securities Inc. Mesquite TX 209 W College St,,,Salesforce
11080197,Inactive Investor,Jason Clardy,Financial Advisor,Edward Jones Santa Fe Springs CA 12016 Telegraph Rd,jason.clardy@edwardjones.com,,Salesforce
10836028,Inactive Investor,William Morthel,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,william.morthel@morganstanley.com,,Salesforce
11192424,Inactive Investor,Nelson Thomas,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,nelson.thomas@fmr.com,,Salesforce
10756079,Inactive Investor,Patrick Sweeney,Assistant Vice President;Investment Associate;Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
10798050,Inactive Investor,Richard Peck,,Cetera Advisors LLC The Villages FL Private Residence,rich.peck@ceteraadvisors.com,,Salesforce
10831938,Inactive Investor,Amy Abrahamson,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",amy.abrahamson@ml.com,,Salesforce
10976936,Inactive Investor,John Musewicz,,Vanguard Marketing Corporation,,,Salesforce
11133072,Inactive Investor,Benjamin Johnson,,Purshe Kaplan Sterling Investments Minneapolis MN 7900 Xerxes Ave S,,,Salesforce
10913203,Inactive Investor,Whitney Welty,Premier Banker,"Wells Fargo Clearing Services, LLC Henrico VA 3300 Pump Rd",,,Salesforce
11200815,Inactive Investor,Fred Brockman,Financial Advisor,Capital Advisor Network Jasper IN 69 S US Hwy 231,,,Salesforce
10982017,Inactive Investor,Mary Butts,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",mary.butts@usbank.com,,Salesforce
10946002,Inactive Investor,William Bryan,Senior Director,DB Advisors,bbryan@douglasbagwell.com,,Salesforce
9619409,,Siddhartha Sandilya,,,ssandilya@gweiss.com,,List import
10913625,Inactive Investor,Oumou Bah,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10696013,,Kristen King,,Citi,kristen.king@citi.com,,List Import
10612870,,Ronald Beekman,Financial Advisor,,ronald.m.beekman@ampf.com,,List Import
10829295,Inactive Investor,Jason Lewis,StockBroker,"Wells Fargo Clearing Services, LLC",,,Salesforce
10976965,Inactive Investor,Sean Fenerty,Investment Executive,"Fifth Third Securities, Inc. Charlotte NC 225 S Sharon Amity Rd",sean.fenerty@53.com,,Salesforce
11010316,Inactive Investor,Adam Cohler,,United Planners' Financial Services of America A Limited Partner Marlton NJ 100 Centre Blvd,alcohler@unitedplanners.com,,Salesforce
11196744,Inactive Investor,Christopher Strivieri,Financial Advisor,"Equitable Advisors, LLC Newtown PA 760 Newtown Yardley Rd",,,Salesforce
10658639,,Thomas Gamm,,,thomas.a.gamm@jpmorgan.com,,List Import
9614468,,Johannes Kaps,,,johannes.kaps@me.com,,List import
11079090,Inactive Investor,Johnson Anumah,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",johnson.anumah@ml.com,,Salesforce
11060817,Inactive Investor,James Shindelar,,"Osaic Wealth, Inc. Greenfield IA Private Residence",,,Salesforce
11173473,Inactive Investor,Brooke Morris,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brooke.morris@nm.com,,Salesforce
9632758,,roberto Verthelyi,,,rvert@optimum.net,,List import
40835,,Wei Jian,,"Transamerica Financial Advisors, Inc",wei.jian@transamerica.com,727-299-1800,
10782904,Inactive Investor,Michael Lind,Senior Team Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",michael.lind@schwab.com,,Salesforce
351096,,Burt Peake,Wealth Advisor,"Tennessee Valley Asset Management Partners, Llc",burt.peake@lpl.com,865-226-9982,Manual List Upload
11020891,Inactive Investor,Joseph Martinez,,Thrivent Investment Management Inc.,,,Salesforce
11161792,Inactive Investor,Noah Brown,Registered Associate,Morgan Stanley Kansas City MO 4520 Main St,,,Salesforce
11132978,Inactive Investor,Riley Arnold,,Edward Jones,,,Salesforce
10817941,Inactive Investor,Dominic Linsalata,,"Dawson James Securities, Inc.",dlinsalata@dawsonjames.com,,Salesforce
11137049,Inactive Investor,Paul Lam,Financial Advisor,Edward Jones Wellesley Hills MA 348 Washington St,paul.lam@edwardjones.com,,Salesforce
11172283,Inactive Investor,Alan Wasserman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",a_m_wasserman@ml.com,,Salesforce
10899177,Inactive Investor,Eric Witt,,"Raymond James Financial Services, Inc. Chandler AZ 5505 W Chandler Blvd",eric.witt@raymondjames.com,,Salesforce
175941,,Gregory Keane,CFO,[Unknown],gkeane@bushfoundation.org, +1 651 227 0891,Database Upload
11168543,Inactive Investor,Jonathan Hogsett,,Country Capital Management Company West Linn OR 21590 Willamette Dr,j.hogsett@countryfinancial.com,,Salesforce
10845958,Inactive Investor,Daniel Haddad,,"Concourse Financial Group Securities, Inc. Ferndale MI Private Residence",daniel.haddad@concoursefinancial.com,,Salesforce
11141825,Inactive Investor,Christopher Beutel,Financial Advisor,"Wells Fargo Clearing Services, LLC Jacksonville FL 4776 Windsor Commons Ct",chris.beutel@wellsfargo.com,,Salesforce
10775816,Inactive Investor,Juan Isaza Sanchez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11111081,Inactive Investor,Ryan Featherman,,J.P. Morgan Securities LLC Harrison NY 302 Halstead Ave,ryan.featherman@jpmorgan.com,,Salesforce
9643439,,Eric Upin,,,eric@pointolema.com,,List import
10971619,Inactive Investor,Jay Gilson,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",jay.gilson@raymondjames.com,,Salesforce
8878003,,Kubilay Serbest,,,business@projectmerlin.io,,Web form fillout
10844079,Inactive Investor,William Shumate,,LPL Financial LLC Indian Land SC Private Residence,alex.shumate@lpl.com,,Salesforce
10889986,Inactive Investor,Daniel Stavrides,,"U.S. Bancorp Investments, Inc. Saint Louis MO 11532 Page Service Dr",daniel.stavrides@usbank.com,,Salesforce
243387,,Alyssa Struzenberg,"Dir, Asset Mgmt Solutions",Broadridge,alyssa.struzenberg@broadridge.com,15163068002,Manual List Upload
11001670,Inactive Investor,James Rumph,Senior Consultant,Edward Jones Marina Del Rey CA Private Residence,,,Salesforce
10781390,Inactive Investor,Jon-Pierre Evans,Associate Complex Manager;First Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
9596541,,Ross Barker,,,renoross7@gmail.com,,List import
10931305,Inactive Investor,David Benson,Vice President - Investments,"Mount Yale Investment Advisors, LLC Minneapolis MN 8000 Norman Center Dr",david.benson@mtyale.com,,Salesforce
11058910,Inactive Investor,Paula Farrell,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,,,Salesforce
11196806,Inactive Investor,Emily Doll,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
226817,,Michael -,,MDT,mikelamonica2@yahoo.com,,Initial Salesforce Import
9630675,,Brian O'Neill,,,brian.o_neill@yahoo.com,,List import
10812476,Inactive Investor,Jed Blackburn,Financial Consultant,LPL Financial LLC Shreveport LA 444 Bert Kouns Industrial Loop,jed.blackburn@lpl.com,,Salesforce
11016284,Inactive Investor,Edward Anderson,Financial Planner;Owner;Tax Advisor,ClearVue Financial,eanderson@clearvuefinancial.com,,Salesforce
11188357,Inactive Investor,Moira Baldwin,,Jefferies LLC,mfogarty@jefferies.com,,Salesforce
352502,,Jennifer Daugherty,Managing Director,Ponder Investment Co,jdaugherty@ponderco.com,615-690-5541,Manual List Upload
11014807,Inactive Investor,Justin Morales,,LPL Financial LLC Corpus Christi TX 717 Everhart Rd,justin.morales@lpl.com,,Salesforce
10995908,Inactive Investor,Lane Mallula,Financial Advisor,"Raymond James & Associates, Inc. Kirkland WA 3500 Carillon Pt",lane.mallula@raymondjames.com,,Salesforce
11108579,Inactive Investor,Keira Espada,,"Raymond James Financial Services, Inc. Deland FL 812 N Woodland Blvd",keira.espada@raymondjames.com,,Salesforce
11232642,Inactive Investor,George Escobar,,"Avantax Investment Services, Inc. Covina CA 628 Shoppers Ln",,,Salesforce
9567212,,Wataru Miura,,,w.miura@urala.co.jp,,List import
10611176,,Edward Ragonnet,"Financial Solutions Advisor, Vice President",,edward.ragonnet@ml.com,,List Import
9550760,,Jonathan Blaustein,,,jblaustein@chestnutcap.com,,List import
9581660,,Greg Weston,,,greg.weston@fidelity.com,,List import
10806001,Inactive Investor,Angela Adler,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Auburn CA 470 Nevada St",angela.k.adler@ampf.com,,Salesforce
228757,, -,,[[Unknown]],lsroudi@gmail.com,,Organic Search
10774763,Inactive Investor,Robert Kruty,,"ValMark Securities, Inc. Westlake OH 2035 Crocker Rd",,,Salesforce
11221047,,Daniel Hyland,,,dhyland@wealthenhancement.com,,List Import
9613543,,Hush Mi,,,crypto.hotspot@gmail.com,,List import
10853368,Inactive Investor,Kerry Santerre,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,kerry.hayes@fidelity.com,,Salesforce
11058154,Inactive Investor,John McGirk,,Momentum Independent Network Inc. Chattanooga TN Private Residence,jmcgirk@hilltopnetwork.com,,Salesforce
9582312,,Sebastian Lisiak,,,lisiakpodnajem@gmail.com,,List import
10780722,Inactive Investor,Chiao Chan,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10644828,,Stacy Dang,,,sdang@tjmbrokerage.com,,List Import
9556727,,Barry Gassman,,,bgassman@sigmarep.com,,List import
10786865,Inactive Investor,Brian Bolek,,"First Heartland Capital, Inc. Portage IN 3141 Willowcreek Rd",,,Salesforce
11072175,Inactive Investor,Ledora White,Financial Representative,"Calton & Associates, Inc. Jacksonville FL Private Residence",lwhite@calton.com,,Salesforce
10813261,Inactive Investor,Nicholas Wilson,Financial Advisor,Edward Jones Saint Peters MO 221 Spencer Rd,nicholas.wilson@edwardjones.com,,Salesforce
9553944,,Shawn Hudd,,,shawn@wbit.co.za,,List import
10833276,Inactive Investor,James Browning,,"Packerland Brokerage Services, Inc. Saint Charles IL 40W222 Lafox Rd",james_browning@packerlandbrokerage.com,,Salesforce
10947707,Inactive Investor,Burke Echelmeier,Financial Advisor,Edward Jones Kenner LA 4203 Williams Blvd,burke.echelmeier@edwardjones.com,,Salesforce
11212165,Inactive Investor,Scott Tapper,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,scott.tapper@lpl.com,,Salesforce
11163233,Inactive Investor,Joseph Morse,Financial Advisor,LPL Financial LLC La Mesa CA 5520 Wellesley St,joseph.morse@lpl.com,,Salesforce
10938181,Inactive Investor,Kara Burkholder,,LPL Financial LLC Fort Mill SC 817 Dave Gibson Blvd,kara.burkholder@lpl.com,,Salesforce
10838126,Inactive Investor,Giovanni Luccia,Franchise Consultant;Private Wealth Advisor,"Ameriprise Financial Services, LLC Greenville SC 12 Maple Tree Ct",giovanni.j.luccia-jr@ampf.com,,Salesforce
11102686,Inactive Investor,Melanie Walton,Financial Advisor;Financial Planner;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,melanie.walton@morganstanley.com,,Salesforce
10890415,Inactive Investor,Joseph Dinicola,,LPL Financial LLC Erie PA 100 State St,joe.dinicola@lpl.com,,Salesforce
10848438,Inactive Investor,Thomas Blythe,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11202477,Inactive Investor,Armando Mejias,,PFS Investments Inc. Guaynabo Calle Romerillo,mtw40@primerica.com,,Salesforce
11028471,Inactive Investor,Christine Lerchen,,State Farm VP Management Corp. Sparta MI 232 E Division St,chris.lerchen.mdiq@statefarm.com,,Salesforce
10897567,Inactive Investor,Timothy Corwin,Registered Associate,Morgan Stanley Springfield MA 1500 Main St,timothy.corwin@morganstanley.com,,Salesforce
10838878,Inactive Investor,Michael Fitzgerald,Financial Advisor,PNC Investments Pittsburgh PA 50 McIntyre Square Dr,michael.fitzgerald@pnc.com,,Salesforce
11017131,Inactive Investor,Marc Carias,,J.P. Morgan Securities LLC Ridgefield CT 108 Danbury Rd,marc.carias@jpmorgan.com,,Salesforce
10896121,Inactive Investor,Marguerita Cheng,,"Private Client Services, LLC Gaithersburg MD 9841 Washingtonian Blvd",,,Salesforce
11003228,Inactive Investor,Carmen Castanon,,"Wells Fargo Clearing Services, LLC Porterville CA 815 W Henderson Ave",carmen.g.castanon@wellsfargo.com,,Salesforce
11155422,Inactive Investor,Ramsey Heredia,,Morgan Stanley,ramsey.heredia@morganstanley.com,,Salesforce
11164343,Inactive Investor,Visonja Andrianopoulos,,LPL Financial LLC Boston MA 1 Post Office Sq,visonja.andrianopoulos@lpl.com,,Salesforce
11009784,Inactive Investor,Mina Saleh,,J.P. Morgan Securities LLC Mount Juliet TN 401 S Mount Juliet Rd,mina.saleh@jpmorgan.com,,Salesforce
226029,, -,,[[Unknown]],cwljr2@yahoo.com,,Initial Salesforce Import
10786238,Inactive Investor,Richard Haberacker,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",richard.haberacker@tiaa-cref.org,,Salesforce
10882641,Inactive Investor,Rodney Clark,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Englewood CO 9200 E Mineral Ave",rodney.clark@tfaconnect.com,,Salesforce
11065370,Inactive Investor,Samuel Williams,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Radford VA 222 W Main St",,,Salesforce
11018465,Inactive Investor,Amy Ortiz,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,amy.ortiz@jpmorgan.com,,Salesforce
10922742,Inactive Investor,Pinkee Harley,Financial Advisor,Edward Jones Orange TX 1101 N 16th St,pinkee.harley@edwardjones.com,,Salesforce
10929589,Inactive Investor,Matthew Hall,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,matthew.hall@jpmorgan.com,,Salesforce
11145220,Inactive Investor,William Phelps,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",william.phelps@wellsfargo.com,,Salesforce
11020261,Inactive Investor,Rito Mora,,"Farmers Financial Solutions, LLC Wichita KS 11940 W Central Ave",,,Salesforce
11180976,Inactive Investor,Milton Chambley,,"Synovus Securities, Inc. Tuscaloosa AL 2200 Jack Warner Pkwy",miltonchambley@synovus.com,,Salesforce
11173222,Inactive Investor,Lisa Piscitelli,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",lisa_piscitelli@ml.com,,Salesforce
10903943,Inactive Investor,Craig Sutherland,,"UMB Financial Services, Inc.",,,Salesforce
11230188,Inactive Investor,John Hyland,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jhyland01@ft.newyorklife.com,,Salesforce
9619714,,Kurt Anders,,,anders.kurtis@gmail.com,,List import
11145969,Inactive Investor,Austin Orkin,Client Associate;Client Service Associate,UBS Financial Services Inc. Seal Beach CA 3030 Old Ranch Pkwy,austin.orkin@ubs.com,,Salesforce
11104241,Inactive Investor,Nitin Thakkar,Executive Vice President,"R-Tech Advisors, Inc.",lthakkar@rtechadvisors.com,,Salesforce
10756181,Inactive Investor,Peter Loukis,Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,peter.loukis@ubs.com,,Salesforce
10510606,,Michelle Mikos,ETF DD,Invesco,michelle.mikos@invesco.com,6302517354,List Import
11198361,Inactive Investor,Max Modeste,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,,,Salesforce
9555993,,asdas asdsa,,,sadasd@gmail.com,,List import
11071396,Inactive Investor,Nyan Oliver,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10487943,,Travis Sullivan,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC",dan.sullivan@rbc.com,,List Import
9607236,,Tao Wu,,,jiuweidelibie@yahoo.com,,List import
374001,,Jason Hollis,,[Unknown],jpwhollis@yahoo.com,,source
10834175,Inactive Investor,Ronald Tanner,,"Osaic Wealth, Inc. Beaufort SC 39 Professional Village Cir",,,Salesforce
7493979,,Steve Johnson,,,havit40892@duiter.com,,Web Form Fillout
10877704,Inactive Investor,Mitchel Skotynsky,,"Raymond James Financial Services, Inc. Perrysburg OH 213 Louisiana Ave",mitchel.skotynsky@raymondjames.com,,Salesforce
10619679,,Tracy Rothmeyer,,,trothmeyer@portcapllc.com,,List Import
11205221,Inactive Investor,Isaac Milligan,,"Pruco Securities, LLC. Newark NJ 213 Washington St",isaac.milligan@prudential.com,,Salesforce
11152316,Inactive Investor,Keith Inouye,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",keith.inouye@raymondjames.com,,Salesforce
11088557,Inactive Investor,Brad Yablonsky,Senior Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",brad.yablonsky@rbc.com,,Salesforce
11023666,Inactive Investor,Holly Wright,,"Horace Mann Investors, Inc. Pleasant View TN 1018 Industrial Dr",holly.wright@horacemann.com,,Salesforce
11184342,Inactive Investor,Dustin Miller,,Thrivent Investment Management Inc. Dekalb IL 143 N 2nd St,dustin.miller@thrivent.com,,Salesforce
10820288,Inactive Investor,Jeffrey Davis,Financial Advisor;Portfolio Manager,"Wells Fargo Clearing Services, LLC McLean VA 1650 Tysons Blvd",jeff.davis@wellsfargoadvisors.com,,Salesforce
11123067,Inactive Investor,Adeline Bellot,,LPL Financial LLC Stanford CA 694 Pampas Ln,adeline.bellot@lpl.com,,Salesforce
11152742,Inactive Investor,Hayden Orr,Financial Advisor,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",hayden.orr@valic.com,,Salesforce
9584305,,Matthew Smith,,,msmith@smithcapital.com,,List import
10612109,,Brian Morgantini,Financial Advisor,,brian.morgantini@morganstanley.com,,List Import
11082564,Inactive Investor,Mark Sanchirico,,"Cresap, Inc.",msanchirico@cresap.com,,Salesforce
10910905,Inactive Investor,Patrick Sherman,Chief Compliance Officer;Financial Advisor;Founder;President,Sherman Financial & Wealth Management Daniel Island SC 1410 Elfe St,,,Salesforce
9540351,,Suleyman Duyar,,Alpine,suleyman.duyar@alpineglobal.com,,List Import
9609631,,Michael Litz,,,litzm1@gmail.com,,List import
10769710,Inactive Investor,Adam Bailey,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,adam.bailey@fidelity.com,,Salesforce
9595547,,John Schulhoff,,,john@schulhoffco.com,,List import
371254,,Mary Lim,,[Unknown],msldental@gmail.com,,Salesforce
10816303,Inactive Investor,Robert Johnson,Financial Advisor;Financial Planning Specialist,Morgan Stanley Loveland CO 6125 Sky Pond Dr,,,Salesforce
246413,,Sue Graves,,[Unknown],sgravescx@gmail.com,,
347014,,Richard Early,Member,"Early Mcclintic & Mcmillan, Llc",richarde@emcmc.com,281-491-5260,Manual List Upload
10779638,Inactive Investor,David Lazaros,Financial Advisor;Portfolio Manager;Senior Portfolio Manager;Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10662207,,Daniel Fitzgerald,,,dfitzgerald@sglfinancial.com,,List Import
9589799,,Cindy Yang,,,cyang@somaequity.com,,List import
11113193,Inactive Investor,Benjamin Rotert,Financial Advisor,Edward Jones Bozeman MT 3508 Laramie Dr,benjamin.rotert@edwardjones.com,,Salesforce
10812284,Inactive Investor,Robert Walczuk,Financial Consultant,Thrivent Investment Management Inc. Newbury Park CA 3255 Old Conejo Rd,bob.walczuk@thrivent.com,,Salesforce
11084752,Inactive Investor,Keith Murray,,"Vanderbilt Securities, LLC Naples FL 4524 Silver Fox Dr",,,Salesforce
11143669,Inactive Investor,Joanna Capobianco,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,joanna.capobianco@opco.com,,Salesforce
11146369,Inactive Investor,Michael Klein,,State Farm VP Management Corp. Sunnyvale CA 1052 E El Camino Real,michael.klein.hldr@statefarm.com,,Salesforce
10825134,Inactive Investor,Jared O'Neal,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Tacoma WA 1301 A St,jared.p.oneal@morganstanley.com,,Salesforce
10799883,Inactive Investor,Judith Belshe,,"Investment Planners, Inc. Saint Louis MO 1750 S Brentwood Blvd",judyeb@investment-planners.com,,Salesforce
10799526,Inactive Investor,Johnnie Landrum,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,jmlandrum@ft.newyorklife.com,,Salesforce
180587,,Troels Kristiansen,,[Unknown],zakkaz@gmail.com,,
10540117,Inactive Investor,James Gilshenan,,James Gilshenan,james@gilshenan.com,,Salesforce
10983685,Inactive Investor,Andrew Williams,,"Raymond James Financial Services, Inc. Augusta GA 1427 Monte Sano Ave",andrew.williams@raymondjames.com,,Salesforce
10868204,Inactive Investor,Keith Williams,Investment Advisor Representative,"Voya Financial Advisors, Inc.",keith.williams@voyafa.com,,Salesforce
9565493,,Ketki Sen,,,ketki_sen@hotmail.com,,List import
346721,,Maurice Doyle,Board Member Of Advantage Capital Management Corporation,Advantage Capital,mdoyle@biz-capital.com,504-522-4850,Manual List Upload
11218883,,Robert Keenan,,,rkeenan@stbernardfinancial.com,,Other
10606372,,Richard Pimentel,Relationship Manager,"Wells Fargo Clearing Services, LLC",richard.pimentel@wellsfargo.com,212-692-5068,List Import
4577795,,Chandler Wooten,,,chandlerwooten24@gmail.com,,Web Form Fillout
11146487,Inactive Investor,Bradley Cull,Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,bradley.cull@morganstanley.com,,Salesforce
11113263,Inactive Investor,Eric Gruss,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10812245,Inactive Investor,Giselle Cantada,Assistant Vice President;Director,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,giselle.cantada@morganstanley.com,,Salesforce
10943697,Inactive Investor,Denice Land,,"Cambridge Investment Research, Inc. Tulsa OK 6660 S Sheridan Rd",,,Salesforce
11013411,Inactive Investor,Vijayjit Virk,,Park Avenue Securities LLC Frisco TX 2601 Network Blvd,,,Salesforce
10920819,Inactive Investor,Gregory Williams,,"Osaic Wealth, Inc. Tolland CT Private Residence",,,Salesforce
10755459,Inactive Investor,Carter Atkins,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",carter.atkins@wellsfargoadvisors.com,,Salesforce
11164771,Inactive Investor,Joel Dettwiler,Financial Advisor,Commonwealth Financial Network Onalaska WI 2800 National Dr,jdettwiler@commonwealth.com,,Salesforce
10950066,Inactive Investor,Steven Farmand,Chief Compliance Officer;Vice President,"Farmand Investment Services, Inc.",,,Salesforce
10816021,Inactive Investor,Palash Islam,Chief Compliance Officer;Managing Member;Owner,Synergy FG,palash@synergyfg.com,,Salesforce
10779229,Inactive Investor,Brent Bigler,,"T.R. Winston & Company, LLC",brent@trwinston.com,,Salesforce
11063696,Inactive Investor,Eric Chin,,PFS Investments Inc. Hurst TX 700 NE Loop 820,eric.chin@primerica.com,,Salesforce
11141710,Inactive Investor,Ryan Skibinski,Financial Advisor,Edward Jones Saint Charles IL 2325 Dean St,ryan.skibinski@edwardjones.com,,Salesforce
10838741,Inactive Investor,Melvin Ursin,,"Equitable Advisors, LLC Laplace LA Private Residence",melvin.ursin@equitable.com,,Salesforce
236482,, -,,[[Unknown]],alexord@mts.net,,
10894762,Inactive Investor,Stacy Kile,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11079912,Inactive Investor,Seydina Sene,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,seydina.sene@jpmorgan.com,,Salesforce
11204609,Inactive Investor,Jason Van Horn,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",jason.vanhorn@nm.com,,Salesforce
11134028,Inactive Investor,Erik Thompson,Financial Advisor,Edward Jones Prince Frederick MD 100 Harrow Ln,,,Salesforce
11211569,Inactive Investor,Milena Rogers,,Goldman Sachs & Co.,,,Salesforce
10932572,Inactive Investor,Sarah Beggs,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",,,Salesforce
11060029,Inactive Investor,Casey Walker,,Cetera Advisor Networks LLC Tooele UT 154 S Main St,walkerc@ceteranetworks.com,,Salesforce
10840218,Inactive Investor,Kirsten Erickson,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10908274,Inactive Investor,Adam Stoeppler,,B. Riley Wealth Management Chicago IL 200 S Wacker Dr,astoeppler@brileywealth.com,,Salesforce
10769852,Inactive Investor,Hans Abate,,EFG Capital International,,,Salesforce
10766234,Inactive Investor,Cecilia Zurita,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",cecilia_zurita@ml.com,,Salesforce
10967488,Inactive Investor,Nicholas Cotton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9557259,,Nivedita Balu,,,nivedita.balu@thomsonreuters.com,,List import
199024,,Chris Alexander,,"Rental Impact, LLC",chris.alexander@rentalimpact.com,9139808912,
10644831,,Peter Mullen,,,pmullen@hlhz.com,,List Import
10858656,Inactive Investor,Mark Dickman,,"IFP Securities, LLC Fort Mitchell KY 632 Buttermilk Pike",mark.dickman@ifpartners.com,,Salesforce
10991015,Inactive Investor,Gordon Sullivan,,L. B. Fisher & Company Dallas TX 17300 Dallas Pkwy,,,Salesforce
9627689,,Thiago Alcantara,,,angelorsinner@icloud.com,,List import
10843996,Inactive Investor,Thomas McLaughlin,,State Farm VP Management Corp. Bristol PA 504 Bath Rd,,,Salesforce
10988623,Inactive Investor,Jay Bowen,Financial Planner;Manager;Wealth Advisor;Wealth Management Chief - Staff,"Gratus Capital, LLC",jbowen@gratuscapital.com,,Salesforce
10862749,Inactive Investor,Frank Boynton,Chief Executive Officer;President;Vice President,Boynton Financial LLC,frank@boyntonfinancial.net,,Salesforce
9605722,,Hassan Abdullah,,,ceo@nwtch.com,,List import
10841738,Inactive Investor,Danielle Zinck,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",danielle.zinck@ml.com,,Salesforce
9616578,,Isaac Dupre,,,isaacdupre@gmail.com,,List import
6444149,,Tanveer Tanveer,,,t03073929433r@gmail.com,,Web Form Fillout
11127985,Inactive Investor,John Kengott,,"Farmers Financial Solutions, LLC Elk Grove Village IL 600 E Higgins Rd",,,Salesforce
10912894,Inactive Investor,Jau-Der Tsai,Financial Advisor,"CUSO Financial Services, L.P. Portland OR 15099 SE Mcloughlin Blvd",,,Salesforce
11199178,Inactive Investor,Michael Schmitz,Chief Operating Officer;Managing Member;Regulatory Contact;Vice President - Investments,"Schmitz Capital Partners, LLC",mike@schmitzcapital.com,,Salesforce
10834121,Inactive Investor,Parag Kulshreshtha,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 116 S River Rd",parag.x.kulshreshtha@ampf.com,,Salesforce
10796697,Inactive Investor,John Dimpel,,"Raymond James Financial Services, Inc. Spring TX 2002 Timberloch Pl",john.dimpel@raymondjames.com,,Salesforce
9551313,,Steve Waterman,,,waterent@aol.com,,List import
345414,,Scott Green,Senior Vice President Chicago,Antares Capital Advisers Llc,scott.green@antares.com,312-889-9920,Manual List Upload
141830,,Alison Davis,,[Unknown],adavis3282@gmail.com,,source
11162907,Inactive Investor,Diane Rhodes,,"Ameritas Investment Company, LLC Lincoln NE 6355 S 56th St",diane.rhodes@ameritas.com,,Salesforce
10999291,Inactive Investor,Joshua Vanderschuere,,"Empower Financial Services, Inc Pace FL Private Residence",joshua.vanderschuere@empower.com,,Salesforce
10844196,Inactive Investor,Carl Petersen,Chief Investment Officer;President,Carl F. Petersen. Inc Glendale AZ 4723 W Waltann Ln,cfp@carlfpetersen.com,,Salesforce
10769948,Inactive Investor,Scott Gaylor,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Modesto CA 1300 K St",scott.gaylor@nm.com,,Salesforce
10619828,,Louis Mantush,,,louis.mantush@mcadamfa.com,,List Import
9567092,,OWOLABI AJIBOYE,,,darryblow4u@yahoo.com,,List import
10900299,Inactive Investor,Christopher Aluise,,The Huntington Investment Company Huntington WV 5704 US Rte 60,christopher.aluise@huntington.com,,Salesforce
9605983,,Francina earl -,,,francina.earl@gmail.com,,List import
11199602,Inactive Investor,Eric Perkins,Chief Operating Officer,"Trilogy Capital, Inc.",eric.perkins@trilogyfs.com,,Salesforce
10990111,Inactive Investor,Peter Chung,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",peter.chung@ampf.com,,Salesforce
11061175,Inactive Investor,Amy Ellis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
10847431,Inactive Investor,Spencer Brueske,Member;Wealth Advisor,B3 Wealth Strategies,spencer@b3wealthstrategies.com,,Salesforce
11073814,Inactive Investor,Adrian Ponce,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11047291,Inactive Investor,Mikal Moranz,Financial Professional,LPL Financial LLC Lihue HI 4351 Kauila St,mikal.moranz@lpl.com,,Salesforce
11230310,Inactive Investor,Christopher Foley,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,cpfoley@ft.newyorklife.com,,Salesforce
10892110,Inactive Investor,Jon Lee,Financial Advisor,Edward Jones Raleigh NC 4040 Ed Dr,jon.lee@edwardjones.com,,Salesforce
371356,,Jonathan Firestein,,JF Inc.,jonathanfirestein@gmail.com,4155162463,Salesforce
10824124,Inactive Investor,Dwight Reeves,,"Equitable Advisors, LLC Lake Wales FL 230 E Tillman Ave",dwight.reeves@equitable.com,,Salesforce
10977077,Inactive Investor,Yvonne Edwards,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10993368,Inactive Investor,Malcolm Walton,Investment Advisor,Fisher Investments,,,Salesforce
10658861,,Dinesh Saxena,,,dsaxena@ft.newyorklife.com,,List Import
11014753,Inactive Investor,Richard Kelly,,J.P. Morgan Securities LLC South Jordan UT 11423 S Pkwy Plaza Dr,r.kelly@jpmorgan.com,,Salesforce
9554010,,?? ?,,,805404368@qq.com,,List import
10997338,Inactive Investor,Eduardo Espinoza,,J.P. Morgan Securities LLC Cypress CA 10011 Valley View St,eduardo.espinoza@jpmorgan.com,,Salesforce
10787472,Inactive Investor,Michael Bravo,,J.P. Morgan Securities LLC Northridge CA 9055 Reseda Blvd,michael.bravo@jpmorgan.com,,Salesforce
10979535,Inactive Investor,Maria Julia Zavala,,J.P. Morgan Securities LLC Missouri City TX 6220 Hwy 6,,,Salesforce
10802346,Inactive Investor,Olumide Wilkey,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,os.wilkey@ubs.com,,Salesforce
10812747,Inactive Investor,John Kirwan,Wealth Advisor,"CUSO Financial Services, L.P. Auburn NY 65 State St",,,Salesforce
9643488,,lu lee,,,leezyun@outlook.com,,List import
11141641,Inactive Investor,Cheronda Albury,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",cheronda.albury@ml.com,,Salesforce
10489333,,Michael Picco,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,michael.picco@ubs.com,469-440-0596,List Import
10948578,Inactive Investor,Eric Swergold,Managing Member,Firestorm Capital,eric@firestormcap.com,,Salesforce
9599551,,Jeffrey Merwin,,,jmerwin@fmncc.com,,List import
6066065,,nimona ka,,,kibojig415@cmeinbox.com,,Web Form Fillout
11083385,Inactive Investor,Deneil Wright,,J.P. Morgan Securities LLC Orlando FL 12190 University Blvd,deneil.c.wright@jpmorgan.com,,Salesforce
11056481,Inactive Investor,Calvin Nguyen,,J.P. Morgan Securities LLC Houston TX 4320 Ella Blvd,calvin.nguyen@jpmorgan.com,,Salesforce
10807869,Inactive Investor,Danna Schmidt,Financial Advisor,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",danna.schmidt@wellsfargoadvisors.com,,Salesforce
121529,,Bo Hanson,"Chief Compliance Officer, Chief Investment Officer, Co-Founder, Member, Principal","Abound Wealth Management, LLC",bo@aboundwealth.com,615-226-3667,
9561768,,Barbara Oliveira,,,barbara.delmondes@gmail.com,,List import
10973095,Inactive Investor,Joshua Szyman,,"Independent Financial Group, LLC Camp Verde AZ 51 W Hollamon St",jszyman@ifgrr.com,,Salesforce
11115322,Inactive Investor,Stuart Pinkert,,"Chauner Securities, Inc.",,,Salesforce
106044,,Brooke Petersen,,Individual investor,brookespetersen@gmail.com,9175879341,
10956014,Inactive Investor,Abigail Haines,,Fidelity Brokerage Services LLC,,,Salesforce
11097776,Inactive Investor,Jack Hicks,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,jack.hicks@fmr.com,,Salesforce
10921314,Inactive Investor,Chad Tuschen,Senior Case Manager,"Osaic FA, Inc. Minneapolis MN 7701 France Ave S",chad.tuschen@lfg.com,,Salesforce
11049020,Inactive Investor,Troy Hendricks,,GWN Securities Inc. College Station TX 110 Lincoln Ave,thendricks@gwnsecurities.com,,Salesforce
10821818,Inactive Investor,James Lopes,,HBW Advisory Services LLC Santa Rosa CA 849 2nd St,james.lopes@hbwadvisory.com,,Salesforce
11018934,Inactive Investor,Tyler Mccullough,,"W&S Brokerage Services, Inc. Mishawaka IN 4100 Edison Lakes Pkwy",tyler.mccullough@wslife.com,,Salesforce
10783254,Inactive Investor,Gregory Nash,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,gregory.nash@fidelity.com,,Salesforce
10932618,Inactive Investor,Jeffery Warren,,State Farm VP Management Corp. Snoqualmie WA 8429 Falls Ave SE,jefferywarren@statefarm.com,,Salesforce
11255024,Inactive Investor,Richard Dyer,Chief Operating Officer,"LVW Advisors, LLC",,,Salesforce
11151785,Inactive Investor,Jason Herman,,LPL Financial LLC Conover NC 212 2nd Ave SE,jason.herman@lpl.com,,Salesforce
10962712,Inactive Investor,Samuel Mcdaniel,Financial Advisor,Edward Jones Paris TN 331 Jim Adams Dr,,,Salesforce
11201117,Inactive Investor,Daniel Perkins,Chief Compliance Officer;President;Wealth Advisor,Perkins Wealth Advantage,daniel@perkinswa.com,,Salesforce
11157799,Inactive Investor,Mark Vaimberg,,"Osaic Wealth, Inc. Hauppauge NY 225 Wireless Blvd",,,Salesforce
11086717,Inactive Investor,Audra Debo,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,audra.debo@fidelity.com,,Salesforce
11260954,Inactive Investor,Annette Vanderlinde,,Prime Capital Financial Royal Oak MI 418 N Main St,avanderlinde@pciawealth.com,,Salesforce
10903446,Inactive Investor,Brett Blackwell,Financial Advisor,Edward Jones Alpharetta GA 1125 Sanctuary Pkwy,brett.blackwell@edwardjones.com,,Salesforce
10974850,Inactive Investor,Corterrius Lewis,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11193035,Inactive Investor,Daniel Weinberg,Chief Economist;Senior Financial Advisor,"AllSquare Wealth Management, LLC",dweinberg@allsquarewealth.com,,Salesforce
10964644,Inactive Investor,Michael Martens,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11060012,Inactive Investor,Loretta Nolan,Chief Compliance Officer;Managing Member;Owner;President,"Loretta Nolan Associates, LLC",loretta@lorettanolan.com,,Salesforce
10849159,Inactive Investor,Robert Luce,,LPL Financial LLC Sparks NV Private Residence,robert.luce@lpl.com,,Salesforce
10854594,Inactive Investor,Ebenezer Asare,,J.P. Morgan Securities LLC Bronx NY 360 E 149th St,ebenezer.k.asare@jpmorgan.com,,Salesforce
10819987,Inactive Investor,Mark Richter,Financial Advisor,LPL Financial LLC Tacoma WA 611 N Fife St,mark.richter@lpl.com,,Salesforce
9549022,,Franklin Keller,,,franklin.keller@mlp.com,,List import
9641890,,Michelle Katzen,,,mkatzen@hcrwealth.com,,List import
9541919,,Chigusa Nakano,,,chigusanakano@gmail.com,,List import
11014501,Inactive Investor,Shiban Okab,,J.P. Morgan Securities LLC Stow OH 4499 Kent Rd,shiban.okab@jpmorgan.com,,Salesforce
10988914,Inactive Investor,Casey Williams,Group Manager;Investment Advisor,Fisher Investments,,,Salesforce
11260915,Inactive Investor,Michael Scott,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",michael.j.scott2@wellsfargo.com,,Salesforce
10908304,Inactive Investor,John Cerulli,,LPL Financial LLC Plainview NY 525 Old Country Rd,john.cerullijr@lpl.com,,Salesforce
11063906,Inactive Investor,Anya Bradford,Regional Vice President,PFS Investments Inc. Ocala FL 226 NE Sanchez Ave,anya.bradford@primerica.com,,Salesforce
10860787,Inactive Investor,Martin Scafidi,Financial Advisor,Money Concepts Capital Corp Peabody MA 7 Essex Green Dr,,,Salesforce
11099421,Inactive Investor,Reihana Barzi,Private Client Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10916012,Inactive Investor,Howard Cheng,Financial Advisor,"M Holdings Securities, Inc. San Jose CA 2635 N 1st St",,,Salesforce
10882102,Inactive Investor,Jeffrey Luckew,,"Osaic Wealth, Inc. Fishers IN 10515 Muir Ln",,,Salesforce
10963835,Inactive Investor,Giovana Hernandez,,Brookfield Oaktree Wealth Solutions LLC,giovana.hernandez@brookfieldoaktree.com,,Salesforce
10765357,Inactive Investor,Ryan Adamson,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Incline Village NV 917 Tahoe Blvd,ryan.adamson@morganstanley.com,,Salesforce
11099704,Inactive Investor,Patrick Miller,Chief Compliance Officer;President,"Millennium Capital Advisors, LLC",,,Salesforce
10990876,Inactive Investor,Joshua Fischer,,"Regulus Financial Group, LLC",,,Salesforce
10827968,Inactive Investor,Stephan Oster,,"Osaic Wealth, Inc. Alpharetta GA 4555 Mansell Rd",,,Salesforce
10936621,Inactive Investor,Zachary Levine,,"Kestra Investment Services, LLC Brentwood TN 5141 Virginia Way",,,Salesforce
10835895,Inactive Investor,Joshua Waymire,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",joshua.waymire@raymondjames.com,,Salesforce
11192077,Inactive Investor,Riley Engelmann,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,riley.engelmann@fmr.com,,Salesforce
11200450,Inactive Investor,Paul Winter,Financial Planner;Owner;President,Five Seasons Financial Planning LLC,pwinter@fiveseasonsfp.com,,Salesforce
230534,, -,,[[Unknown]],cedarpurchasing@gmail.com,,
11046352,Inactive Investor,Michael Enriquez,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Albuquerque NM 10400 Academy Rd NE",menriquez@kingsview.com,,Salesforce
10822258,Inactive Investor,Neil Winterfeldt,Financial Advisor,"Ameriprise Financial Services, LLC Gaylord MN 220 Main Ave",neil.a.winterfeldt@ampf.com,,Salesforce
10838996,Inactive Investor,Conrad Asuncion,,PFS Investments Inc. Anaheim CA 333 N Wilshire Ave,conrad.asuncion@primerica.com,,Salesforce
338112,,Michael Mayrand,Senior Associate,Blue Wolf Capital Partners Llc,mmayrand@bluewolfcapital.com,212-488-1340,Manual List Upload
9603128,,shawky badawy,,,mahmoud_shawky814@yahoo.com,,List import
10910394,Inactive Investor,Justin Munsey,Financial Advisor,Edward Jones Bryan TX 3740 Copperfield Dr,justin.munsey@edwardjones.com,,Salesforce
10752623,Inactive Investor,Jay See,,"Raymond James Financial Services, Inc. Seattle WA 6840 Fort Dent Way",jay.see@raymondjames.com,,Salesforce
9571334,,Adam Zirkin,,,azirkin@knighthead.com,,List import
10915012,Inactive Investor,Anthony Du,,"Avantax Investment Services, Inc. Oklahoma City OK 8204 S Pennsylvania Ave",,,Salesforce
9548498,,Ahmad Ali Alsabah,,,ahmad.alsabah@gmail.com,,List import
9638730,,John Gibson,,,jgibson@local639.org,,List import
10769466,Inactive Investor,Matthew Cyr,,Cetera Investment Services LLC Saco ME 252 Main St,matthew.cyr@ceterais.com,,Salesforce
10850541,Inactive Investor,Melissa Oconnell,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9602705,,jay balvin,,,jaybaldy@hotmail.com,,List import
11105269,Inactive Investor,Sean Valley,,"Allstate Financial Services, LLC Jupiter FL 2151 S Alternate A1A",seanvalley@allstate.com,,Salesforce
10802870,Inactive Investor,Kurt Elmhorst,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,kurt.elmhorst@lpl.com,,Salesforce
10796335,Inactive Investor,Luke Slaughter,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Forest IL 780 N Western Ave",luke.slaughter@ml.com,,Salesforce
11173246,Inactive Investor,Shawn Cobbley,Financial Advisor,Edward Jones Pocatello ID 4741 S Afton Pl,shawn.cobbley@edwardjones.com,,Salesforce
11191079,Inactive Investor,Richard Sheilds,,LPL Financial LLC Mount Laurel NJ 921 Pleasant Valley Ave,richard.sheilds@lpl.com,,Salesforce
10613992,,Marc Zupicich,Financial Advisor,,marc.zupicich@wellsfargoadvisors.com,,List Import
10937749,Inactive Investor,Ryan Davis,Chief Investment Officer;Chief Operating Officer;Director - Research;President,Next Capital Management LLC,rdavis@nextcapitalmgmt.com,,Salesforce
11055599,Inactive Investor,Brent Farrimond,,Commonwealth Financial Network San Antonio TX 500 N Loop 1604 E,bfarrimond@commonwealth.com,,Salesforce
9578732,,Michael Grady,,,mgrady@cip-capital.com,,List import
11010823,Inactive Investor,Alan Markfeld,,"Osaic Wealth, Inc. Richmond VA 2104 W Laburnum Ave",,,Salesforce
9637485,,Hermansyah Hermansyah,,,apekhermansyah@gmail.com,,List import
10887551,Inactive Investor,Merriam Rink,,"Ausdal Financial Partners, Inc. Bettendorf IA 2435 Kimberly Rd",,,Salesforce
11010947,Inactive Investor,Yanko Hauradou,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,yhauradou@primerica.com,,Salesforce
62507,,Diana Kelly,Chief Compliance Officer,Glass Wealth Management Co.,dedge@gwm-sa.com,210-930-5141,
10876195,Inactive Investor,John Lowder,,"Raymond James Financial Services, Inc. Etters PA 2220 Old Trail Rd",john.lowder@raymondjames.com,,Salesforce
9607583,,Wilson Benitez,,,wilmibencas@protonmail.com,,List import
11057773,Inactive Investor,Donald Herndon,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Barboursville WV 710 Central Ave",donald.l.herndon@ampf.com,,Salesforce
11084785,Inactive Investor,Richard McCallister,Financial Professional,PlanMember Securities Corporation Rancho Palos Verdes CA 28924 S Western Ave,,,Salesforce
10817610,Inactive Investor,Sean Parks,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Orinda CA 2 Theatre Sq,sean.parks@morganstanley.com,,Salesforce
9557006,,John Montemarano,,,jmontemarano@sigmarep.com,,List import
10943640,Inactive Investor,Hannah Sullivan,,"J.W. Cole Financial, Inc. Orange CA 134 S Glassell St",,,Salesforce
11195251,Inactive Investor,Michael Mendez,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11212554,Inactive Investor,Philip Woodland,Practice Manager,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",philip.woodland@lfg.com,,Salesforce
11034431,Inactive Investor,Nathan Stemm,Financial Advisor,Edward Jones Elkhart IN 1514 E Bristol St,nate.stemm@edwardjones.com,,Salesforce
10786607,Inactive Investor,Anthony McGee,Private Client Advisor,J.P. Morgan Securities LLC Huntington Beach CA 16917 Algonquin St,anthony.mcgee@jpmorgan.com,,Salesforce
10980603,Inactive Investor,Barry Sniezek,,"Allstate Financial Services, LLC Minneapolis MN 12076 Central Ave NE",barrysniezek@allstate.com,,Salesforce
10833011,Inactive Investor,Bradley Peters,Financial Advisor,Edward Jones Trenton MO 1728 E 9th St,wade.peters@edwardjones.com,,Salesforce
10805893,Inactive Investor,Mario Papa,Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,mpapa@investdavenport.com,,Salesforce
10908278,Inactive Investor,Minh Le,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,minh.le.fgaj@statefarm.com,,Salesforce
9621182,,heng yu,,,495876570@qq.com,,List import
10930996,Inactive Investor,Rachel Albrecht,Financial Associate,Thrivent Investment Management Inc. Spokane WA 534 E Spokane Falls Blvd,rachel.albrecht@thrivent.com,,Salesforce
7100458,,mukilo hami,,,babarom846@rolenot.com,,Web Form Fillout
11064778,Inactive Investor,Daniel Bernabe,,"CUSO Financial Services, L.P. Winston Salem NC 1691 Westbrook Plaza Dr",dbernabe@cusonet.com,,Salesforce
10789053,Inactive Investor,Delnardo Irving,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,delnardo.r.irving@jpmorgan.com,,Salesforce
10354246,,Ken Meszkat,,,kenmeszkat@yahoo.com,,Web Form Fillout
9620287,,Michael Hay,,,avisosurf-1@hotmail.com,,List import
10798364,Inactive Investor,Adam Clarke,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",adam.clarke@schwab.com,,Salesforce
10832937,Inactive Investor,Theodore Papadopoulos,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,tpapadopoulos@janney.com,,Salesforce
1002047,Inactive Investor,Jorge Kaplan,Managing Director,Nufami,jorge.kaplan@nufami.com, +1 212 252 9230,
10876556,Inactive Investor,Christen Mitchell,,LPL Financial LLC Hattiesburg MS 6440 US Hwy 98,,,Salesforce
9610794,,Paul Kerr,,,paul.anthony.kerr@gmail.com,,List import
11095644,Inactive Investor,Jane Evelyn,Senior Client Advisor,Beck Bode LLC,jane.evelyn@beckbode.com,,Salesforce
11108091,Inactive Investor,Kristina Chuprevich,Financial Advisor,Edward Jones Huntersville NC 10224 Hickorywood Hill Ave,kris.chuprevich@edwardjones.com,,Salesforce
9541605,,BHARAT SINGH,,,rajassbkohli2020@gmail.com,,List import
10855269,Inactive Investor,Anthony Bavedas,Managing Member;President;Senior Portfolio Manager,Constitution Investment Advisory and Portfolio Management,,,Salesforce
332719,,Mahendra singh,,TBD,mahendrajats.i@gmail.com,9414468535,
11143153,Inactive Investor,Emily Reading,Financial Professional,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",ereading@financialguide.com,,Salesforce
10842159,Inactive Investor,Gerald Steagall,,Morgan Stanley Portland OR 760 SW 9th Ave,,,Salesforce
9578547,,Osman Minkara,,,ominkara@cigcorporation.com,,List import
10931438,Inactive Investor,Sean Chrissinger,,LPL Financial LLC Stuart FL Private Residence,sean.chrissinger@lpl.com,,Salesforce
11084944,Inactive Investor,Trevor Pfrang,,The O.N. Equity Sales Company Appleton WI 831 W Northland Ave,trevor_pfrang@ohionational.com,,Salesforce
11199848,Inactive Investor,William Fehl,Financial Consultant;Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",william.fehl@equitable.com,,Salesforce
10981907,Inactive Investor,Edward Kapfhammer,,"Spire Securities, LLC Xenia OH 354 N Detroit St",,,Salesforce
9543423,,Paresh Patel,,,thepareshrpatel@gmail.com,,List import
9621455,,Duk su Kim,,,duke0529@naver.com,,List import
10880713,Inactive Investor,William Whitley,,J.P. Morgan Securities LLC,,,Salesforce
10812050,Inactive Investor,Michael Welton,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,michael.welton@fidelity.com,,Salesforce
10950389,Inactive Investor,Clyde Ellis,Vice President,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,clyde.ellis@jpmorgan.com,,Salesforce
10801251,Inactive Investor,Jeffrey Mowery,Founder;Managing Partner;Member,"Mowery & Schoenfeld Wealth Management, LLC",,,Salesforce
9582794,,James Powers,,,jpowers@delegateadvisors.com,,List import
11168948,Inactive Investor,Vivianna Gonzalez-Riojas,,"Farmers Financial Solutions, LLC Rio Grande City TX 206 N Flores St",,,Salesforce
11134125,Inactive Investor,John Fisher,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,john.fisher@morganstanley.com,,Salesforce
10809205,Inactive Investor,Paul Gilbert,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",paul.gilbert@ml.com,,Salesforce
10981924,Inactive Investor,Amanda Lehnert,Investment Advisor;Wealth Advisor,Sigma Investment Counselors,alehnert@sigmainvestments.com,,Salesforce
11129465,Inactive Investor,Jimmy Wyrosdick,,"MML Investors Services, LLC Montgomery AL 8650 Minnie Brown Rd",jwyrosdick@financialguide.com,,Salesforce
11038236,Inactive Investor,John Schannep,,Commonwealth Financial Network Tucson AZ 4568 E Camp Lowell Dr,jschannep@commonwealth.com,,Salesforce
11075266,Inactive Investor,Nathan Arland,,"Ameriprise Financial Services, LLC Richmond VA 7500 Boulder View Dr",nathan.arland@ampf.com,,Salesforce
11212039,Inactive Investor,Timothy Shean,Principal,Commonwealth Financial Network Reston VA 11130 Sunrise Valley Dr,tshean@commonwealth.com,,Salesforce
11126342,Inactive Investor,Peter Lesnik,Wealth Advisor,HighPoint Planning Partners Franklin TN 99 E Main St,peter.lesnik@hiptpartners.com,,Salesforce
10619620,,Thomas Zimmerman,,,thz@zimmermanwealth.com,,List import
10902371,Inactive Investor,Tyler Christensen,Registered Brokerage Client Associate,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",tyler.m.christensen@wellsfargo.com,,Salesforce
10979111,Inactive Investor,Jose Franco,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,franco.josec@primerica.com,,Salesforce
9559033,,James Arcoraci,,,jarcoraci@hbkswealth.com,,List import
9562792,,John Hill,,,johnchill@financialguide.com,,List import
10895704,Inactive Investor,Brandon Haig,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
75968,,James Tillar,"Member, Chief Compliance Officer",Tw Advisors,jgt@twadvisors.com,937-428-9700,Manual List Upload
9586721,,Sean Ryan,,,sean.ryan@citizensbank.com,,List import
11037738,Inactive Investor,Timothy Austin,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",tim.austin@truist.com,,Salesforce
10890550,Inactive Investor,Todd Jordan,Financial Advisor,Edward Jones Onalaska WI 1125 Main St,todd.jordan@edwardjones.com,,Salesforce
10778730,Inactive Investor,Barbara Woodcock,,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",barbara.woodcock@raymondjames.com,,Salesforce
10867274,Inactive Investor,James Owens,,State Farm VP Management Corp. Greenville SC 2503 Wade Hamp Blvd,,,Salesforce
11090827,Inactive Investor,Caroline Norris-Jones,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",caroline.norris-jones@ml.com,,Salesforce
228412,, -,,[[Unknown]],jigsawpzzl@yahoo.com,,
9542776,,Gerald Larr,,,glarr@hpmpartners.com,,List import
10837697,Inactive Investor,John Keeble,,Cetera Advisors LLC Athens GA 297 Prince Ave,john.keeble@ceteraadvisors.com,,Salesforce
248819,,Pye Eshraghian,Strategic Growth Advisor,Agtools Inc./OriginClear,pye1977@gmail.com,,Manual List Upload
11098520,Inactive Investor,Leyka Velez,,J.P. Morgan Securities LLC New York NY 2219 Broadway,berileyka.velezdelossantos@chase.com,,Salesforce
10953289,Inactive Investor,Jackie Smith,,Cetera Advisor Networks LLC Dickson TN 110 Mathis Dr,,,Salesforce
10803581,Inactive Investor,Vinton Persons,Managing Director,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,vpersons@rwbaird.com,,Salesforce
11262294,Inactive Investor,Tim Maloney,Co-Founder & Chief Information Officer,Tim Maloney,tmaloney@roundhillinvestments.com,,Warm Lead
11209344,Inactive Investor,Kathleen Kelly,,William Blair,kkelly@williamblair.com,,Salesforce
229604,, -,,[[Unknown]],aminbagheri1398@gmail.com,,
11124006,Inactive Investor,Zachary Lupton,Financial Advisor,"Equitable Advisors, LLC Tampa FL 4890 W Kennedy Blvd",zachary.lupton@equitable.com,,Salesforce
11157874,Inactive Investor,Matthew Lubatty,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,matthew_lubatty@vanguard.com,,Salesforce
11046090,Inactive Investor,Marian Jung,Associate;Wealth Manager,"Aspirean Wealth, LLC San Rafael CA 1101 5th Ave",marian@gracefa.com,,Salesforce
180849,,neal bardsley,,[Unknown],n.bardsley@xtra.co.nz,,
218044,,David LaGuardia,,[Unknown],david@outmed.com,,Direct
11130871,Inactive Investor,Nicholas Fullerton,Chief Compliance Officer;Founder;Principal,"Fullerton Advisors, LLC Alamo CA 121 Dean Rd",nick@fullertonadvisors.com,,Salesforce
9466579,,Nikhil Menon,,Nikhil Vinay Menon,nmenon@pwpartners.com,,3rd Party Lead Gen
10919057,Inactive Investor,Jeffrey Womack,Financial Advisor,Edward Jones Kent OH 1949 State Rte 59,jeff.womack@edwardjones.com,,Salesforce
10968328,Inactive Investor,Landon Temple,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Anchorage AK 1400 W Benson Blvd",,,Salesforce
11220234,,Jake West,,,jake_west@vanguard.com,,Other
10894810,Inactive Investor,Regan Jones,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lake Charles LA 807 W Bayou Pines Dr",regan.jones@wfafinet.com,,Salesforce
11040285,Inactive Investor,Marc Edwards,Financial Advisor,LPL Financial LLC Howell MI 1320 Argentine Rd,marc.edwards@lpl.com,,Salesforce
10845894,Inactive Investor,Harry Morad,Managing Member;Managing Partner;Regulatory Contact,Pine Valley Investments,hmorad@pinevalleyinvestments.com,,Salesforce
10880615,Inactive Investor,Nathaniel Gavitt,Investment Advisor;Member,"Everest Consultants, LLC",nlg@everestconsultants.net,,Salesforce
11172306,Inactive Investor,Stephen Half,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",stephen_half@ml.com,,Salesforce
11207525,Inactive Investor,Michael Minevich,Financial Advisor,LPL Financial LLC Suffern NY Private Residence,michael.minevich@lpl.com,,Salesforce
11121224,Inactive Investor,Noelle Kimble,Financial Advisor,Edward Jones La Place LA 406 Belle Terre Blvd,noelle.hanley@edwardjones.com,,Salesforce
9557907,,Sam S,,,samappstemp@gmail.com,,List import
11123731,Inactive Investor,Robert Wharton,Financial Advisor,Edward Jones,robert.wharton@edwardjones.com,,Salesforce
11058596,Inactive Investor,Brian Grossman,,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,brian.l.grossman@jpmorgan.com,,Salesforce
11209362,Inactive Investor,Matthew Hollosy,Financial Consultant;Member;Relationship Advisor,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",matt.hollosy@schwab.com,,Salesforce
10763670,Inactive Investor,Alan Candos,,"Farmers Financial Solutions, LLC Palos Park IL 8104 W 119th St",acandos@farmersagent.com,,Salesforce
10756475,Inactive Investor,Brandon Evans,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10838306,Inactive Investor,John Lackey,Financial Advisor,LPL Financial LLC Weslaco TX 415 S Airport Dr,john.lackey@lpl.com,,Salesforce
9578914,,Greg Greg Button,,,gjbutton@gmail.com,,List import
170393,,Richard Batteram,,[Unknown],batteram@mac.com,,Paid Social
10883935,Inactive Investor,Blair Harrington,Vice President;Wealth Manager,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,bharrington@rockco.com,,Salesforce
34117,,Timothy Bracy,Financial Consultant,Thrivent Investment Management Inc.,timothy.bracy@thrivent.com,419-422-9071,
10770449,Inactive Investor,Paul Devore,,"Kestra Investment Services, LLC Encino CA 6345 Balboa Blvd",,,Salesforce
10882164,Inactive Investor,Christopher Corini,Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC Apex NC Private Residence",christopher.corini@wellsfargoadvisors.com,,Salesforce
10814595,Inactive Investor,Mary Reid,Financial Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,,,Salesforce
11207480,Inactive Investor,Ariel Agustin,Retirement Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",ariel.t.agustin@ml.com,,Salesforce
11213375,Inactive Investor,Alexander O'Leary,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11090145,Inactive Investor,Daniel Wrenne,Chief Executive Officer;Chief Operating Officer;Owner,Wrenne Financial Planning LLC Lexington KY 3399 Tates Creek Rd,daniel@wrennefinancial.com,,Salesforce
10847230,Inactive Investor,Trevor Talbot,Financial Advisor,LPL Financial LLC Thibodaux LA 501 Canal Blvd,trevor.talbot@lpl.com,,Salesforce
11229513,Inactive Investor,James Felch,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",,,Salesforce
9550204,,Kevin Whited,,,kwhited@americaleading.com,,List import
11164071,Inactive Investor,Randy Bowen,Financial Advisor,Edward Jones Bonham TX 1723 N Center St,randy.bowen@edwardjones.com,,Salesforce
11081991,Inactive Investor,Zane Hill,,Fidelity Brokerage Services LLC,,,Salesforce
11180290,Inactive Investor,Tyler Stearnes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,tyler.stearnes@fmr.com,,Salesforce
150438,,Pam Mayer,,[Unknown],pammayer415@gmail.com,,Advertising
11195513,Inactive Investor,Andrea Spalding,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,,,Salesforce
11177274,Inactive Investor,Nicholas Beis,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,nicholas.beis@fidelity.com,,Salesforce
9594701,,Greg Simpson,,,greg@rootstockadvisors.com,,List import
10930095,Inactive Investor,Fred Fryer,,"Raymond James Financial Services, Inc. Rogers AR 11 Halsted Cir",fred.fryer@raymondjames.com,,Salesforce
10779923,Inactive Investor,Kerry Evert,,"Concourse Financial Group Securities, Inc. Tyrone GA 100 Lloyd Ave",kerry.evert@concoursefinancial.com,,Salesforce
10810531,Inactive Investor,Charles Locher,Financial Advisor;Investment Advisor Representative;Principal,GWN Securities Inc. Wayne PA 940 W Valley Rd,clocher@gwnsecurities.com,,Salesforce
10785578,Inactive Investor,Sean Orourke,Executive Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sean.m.orourke@jpmorgan.com,,Salesforce
10897892,Inactive Investor,Matthew Benefiel,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",matthew.benefiel@ml.com,,Salesforce
9559301,,Carol Milgram,,,vanderpoelc@hallcapmgt.com,,List import
10911934,Inactive Investor,Connor Carnduff,,LPL Financial LLC Springfield IL 3330 Ginger Creek Dr,connor.carnduff@lpl.com,,Salesforce
11018620,Inactive Investor,Daniel Matthew Bullecer,,J.P. Morgan Securities LLC Porter Ranch CA 19837 Rinaldi St,daniel-matthew.bullecer@jpmorgan.com,,Salesforce
10870174,Inactive Investor,David Doran,Financial Advisor,Edward Jones Victorville CA 12550 Hesperia Rd,david.doran@edwardjones.com,,Salesforce
10826257,Inactive Investor,Nicholas Green,Managing Partner,FMT Investment Advisory Phoenix AZ 3145 E Chandler Blvd,,,Salesforce
10831272,Inactive Investor,Louis Spinelli,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",louis_spinelli@ml.com,,Salesforce
10780159,Inactive Investor,Kristen Folland,Client Relationship Associate,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,kfolland@rwbaird.com,,Salesforce
11012282,Inactive Investor,Marguerite Hall,,"Equity Services, Inc. Marlton NJ 1108 Barclay Blvd",mhall@nationallife.com,,Salesforce
202211,,Miguel Reyes,,[Unknown],mreyesviacava@icloud.com,,
11168561,Inactive Investor,Andrew Liles,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,,,Salesforce
11027153,Inactive Investor,Abraham Ruelas,,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",abraham.ruelas@ampf.com,,Salesforce
10896264,Inactive Investor,Shenan Craven,,Fidelity Brokerage Services LLC,shannon.craven@fmr.com,,Salesforce
11235248,Inactive Investor,William Kosic,Senior Investment Advisor,empiriKal Partners LLC Townsend GA Private Residence,buddy@empirikalpartners.com,,Salesforce
11108330,Inactive Investor,Christina Koltosky,,"Raymond James Financial Services, Inc. Green Bay WI 1277 W Mason St",christina.koltosky@raymondjames.com,,Salesforce
10964114,Inactive Investor,Christopher Cervetto,Associate,Edward Jones Portland OR 6030 SE 52nd Ave,,,Salesforce
9632258,,Marek Matlak,,,marekmatlak@gmail.com,,List import
10984991,Inactive Investor,Ryan Lamberto,,"Horace Mann Investors, Inc. Corona CA 1631 Pomona Rd",ryan.lamberto@horacemann.com,,Salesforce
11132830,Inactive Investor,Neil Kindy,,NYLIFE Securities LLC Sanford FL 2120 Northumbria Dr,nkindy@ft.newyorklife.com,,Salesforce
11114969,Inactive Investor,Christopher Guymon,,"Horace Mann Investors, Inc. Logan UT 72 E 700 N",christopher.guymon@horacemann.com,,Salesforce
10967276,Inactive Investor,Angelete Friedbauer,,"Farmers Financial Solutions, LLC Moses Lake WA 511 S Division St",afriedbauer@farmersagent.com,,Salesforce
10831810,Inactive Investor,Simon Oppliger,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,simon.oppliger@opco.com,,Salesforce
9552540,,TJ Long,,,tlong@bluemountaincapital.com,,List import
11088980,Inactive Investor,Tara Demarco,Investment Portfolio Associate,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",tara.demarco@alexbrown.com,,Salesforce
11295349,,Luke Large,,,lucas@tlmsllc.net,,Web Form Fillout
10882376,Inactive Investor,Thomas Hagedorn,Principal;Wealth Advisor,"Magnate Advisory Services, LLC Cincinnati OH Private Residence",,,Salesforce
11184170,Inactive Investor,Kathleen Andersen,Senior Investment Associate,"RBC Capital Markets, LLC Lancaster PA 2101 Oregon Pike",kathleen.andersen@rbc.com,,Salesforce
6555517,,Stanley Poll,,Businessman.,spollny@hotmail.com,9176895280,Web Form Fillout
11140201,Inactive Investor,Gardenia Salas,,"GBM International, Inc.",,,Salesforce
9565220,,Molly Sebold,,,msebold@boulaygroup.com,,List import
11086855,Inactive Investor,Philip Barnes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roswell GA 10750 Alpharetta Hwy",philip.barnes@ml.com,,Salesforce
4447506,,Roger Weisman,,,rogerjackdog@aol.com,,Web Form Fillout
11173925,Inactive Investor,Jacqueline Rosania,,J.P. Morgan Securities LLC Henderson NV 4200 E Sunset Rd,jacqueline.a.rosania@jpmorgan.com,,Salesforce
11208429,Inactive Investor,Nelson Lutz,,"Kestra Investment Services, LLC Richmond VA 5310 Markel Rd",nelson.lutz@kestrafinancial.com,,Salesforce
9627067,,Kristia Guevara,,,kristian.e.guevara@gmail.com,,List import
9627575,,Jeff Bloch,,,jeffrey.bloch@usbank.com,,List import
11100159,Inactive Investor,Debra Owen,,Cetera Advisors LLC Brookfield WI 675 N Barker Rd,,,Salesforce
238558,,wallacemj2@gmail.com Wallace,,[Unknown],wallacemj2@gmail.com,,source
10977207,Inactive Investor,Timothy Madison,,"Allstate Financial Services, LLC Herriman UT 5639 W 13100 S",tmadison@allstate.com,,Salesforce
10788060,Inactive Investor,Jesse Peterson,,Goldman Sachs & Co.,jesse.peterson@gs.com,,Salesforce
10773224,Inactive Investor,Nancy Reinhold,Co-Founder;Regulatory Contact;Secretary;Treasurer,CPR Investments Inc,nancy@cprinvestmentsinc.com,,Salesforce
350869,,Brad Knowles,Managing Director,"Argent Retirement Plan Advisors, Llc",brad@heritagetrust.com,381-251-5800,Manual List Upload
10489350,,Viet Phan,"Financial Advisor, Vice President - Wealth Management",UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,viet.phan@ubs.com,469-440-0503,List Import
244076,,Amy Schaldenbrand,Contract Attorney,FSA LLC,amscha@gmail.com,17346122530,Manual List Upload
11202223,Inactive Investor,Bahdan Yakavenka,,"Lestna Retirement, LLC",bahdan.yakavenka@lestna.com,,Salesforce
11100029,Inactive Investor,Cory Remmel,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,cory.remmel@thrivent.com,,Salesforce
11064693,Inactive Investor,Heather D'Angelo,Financial Advisor,Edward Jones Valencia CA 28470 Avenue Stanford,heather.dangelo@edwardjones.com,,Salesforce
11094113,Inactive Investor,William Maicon,Associate,Thrivent Investment Management Inc. Jacksonville FL 4887 Belfort Rd,william.maicon@thrivent.com,,Salesforce
348840,,Linda Colwell,Corporate Secretary,Aptitude Investment Management Lp,lcolwell@fwamlp.com,212-902-1000,Manual List Upload
9624461,,Stephen LaFrance,,,steve@blakelyfinancial.com,,List import
11091302,Inactive Investor,Steven Kirchenbauer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
4211491,,Fred Musisi,,,kfrsalesnservices@gmail.com,,Web Form Fillout
10940096,Inactive Investor,Freddie Lee,,PFS Investments Inc. Fort Worth TX 5775 Westcreek Dr,freddie.lee@primerica.com,,Salesforce
10487461,,John Harris,,"Cambridge Investment Research Advisors, Inc.",jannaharris@sbcglobal.net,,List Import
11017181,Inactive Investor,Ciara Soto,,Citigroup Global Markets Inc.,,,Salesforce
10661364,,William Vellon,,,bvellon@kingsburycap.com,,List import
9543151,,John Richards,,,j.richards@fi.com,,List import
10856963,Inactive Investor,Jennifer Vidrine,Client Service Associate,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,jennifer.vidrine@morganstanley.com,,Salesforce
10916992,Inactive Investor,Michael Pindzola,President,Counterstrike Capital,,,Salesforce
9624156,,Nathalie Byrde,,,nathalie.byrde@gmail.com,,List import
11185190,Inactive Investor,Gary Warner,,LPL Financial LLC Fresno CA 7447 N 1st St,gary.warner@lpl.com,,Salesforce
42356,,Ronald Wieting,Financial Consultant,Thrivent Investment Management Inc.,ron.wieting@thrivent.com,641-858-2050,
10925408,Inactive Investor,Cary Eidsness,,LPL Financial LLC Grand Junction CO 2793 Skyline Ct,cary.eidsness@lpl.com,,Salesforce
9626558,,Thomas Lambro,,,tjlambro@outlook.com,,List import
10955819,Inactive Investor,Anthony Scholl,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11158696,Inactive Investor,Wilbur Brown,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",wilbur.brown@wellsfargoadvisors.com,,Salesforce
9567299,,Christopher Hathaway,,,christopher.hathaway2@gmail.com,,List import
10767399,Inactive Investor,John Huber,Financial Advisor;Second Vice President,Morgan Stanley Pensacola FL 850 S Palafox St,john.huber@morganstanley.com,,Salesforce
10771948,Inactive Investor,Andres Gomez-Moller,Director - Wealth Management,UBS Financial Services Inc.,a.gomez-moller@ubs.com,,Salesforce
10919581,Inactive Investor,Christian Frederiksen,,"Avantax Investment Services, Inc. Corte Madera CA 21 Tamal Vista Blvd",,,Salesforce
10936844,Inactive Investor,Jason Schnaudt,,"The Leaders Group, Inc.",,,Salesforce
10989906,Inactive Investor,Brian Propst,,"P.J. Robb Variable, LLC Charlotte NC Private Residence",,,Salesforce
10896479,Inactive Investor,Daniel Ingraldi,Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,daniel.ingraldi@ubs.com,,Salesforce
10615951,,Kanwar Singh,,,k.singh@ml.com,,List Import
10648047,,Garrett Brookes,,,gbrookes@slingshotfin.com,,List Import
10784813,Inactive Investor,Patricia Morley,Financial Advisor,Edward Jones Mount Pleasant IA 300 W Washington St,patricia.martin@edwardjones.com,,Salesforce
11236502,Inactive Investor,Ashlee Solarczyk,Senior Wealth Advisor,"Copper Leaf Financial, LLC",ashlee@copperleaffinancial.com,,Salesforce
10771203,Inactive Investor,Peter Carchedi,,"Leigh Baldwin & Co., LLC",pcarchedi@leighbaldwin.com,,Salesforce
10774613,Inactive Investor,Brett Holladay,Financial Advisor,LPL Financial LLC Hiawatha KS 712 Oregon St,brett.holladay@lpl.com,,Salesforce
10805950,Inactive Investor,Michael Cooper,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,michael.cooper@ubs.com,,Salesforce
9631902,,Wayne Boyce,,,boycechukka8@gmail.com,,List import
48792,,Michelle Eldridge,Chief Compliance Officer,"Team Hewins, Llc",michellee@teamhewins.com,650-620-3040,Manual List Upload
10871627,Inactive Investor,James Schlueter,Financial Advisor,Edward Jones Lafayette IN 3652 Rome Dr,jamie.schlueter@edwardjones.com,,Salesforce
11172262,Inactive Investor,Belina Libritz,Client Service Associate,"Ameriprise Financial Services, LLC Caldwell NJ 333 Bloomfield Ave",belina.m.libritz@ampf.com,,Salesforce
11156052,Inactive Investor,Thomas Vickers,,LPL Financial LLC West Chester PA 300 Willowbrook Ln,thomas.vickers@lpl.com,,Salesforce
10891355,Inactive Investor,Chad Rigert,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10893877,Inactive Investor,Melissa Buljung,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11038866,Inactive Investor,Charlize Hébert,,Jefferies LLC,chebert@jefferies.com,,Salesforce
9611438,,Kathleen Warren,,,kwarren@cardinalcapitalmanagement.com,,List import
11115539,Inactive Investor,Anthony Stanius,,"Wells Fargo Advisors Financial Network, LLC",anthony.stanius@wellsfargoadvisors.com,,Salesforce
9554356,,Jungsub Yoon,,,ntfbrocket@naver.com,,List import
10807856,Inactive Investor,Michael Krumholz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",michael.krumholz@ml.com,,Salesforce
10898485,Inactive Investor,Felipe Angeles,Senior Preferred Banker,J.P. Morgan Securities LLC San Francisco CA 1 Front St,felipe.angeles@jpmorgan.com,,Salesforce
11058822,Inactive Investor,Kami Vidor,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
11145398,Inactive Investor,Anthony Scalise,,"The Investment Center, Inc. Buffalo NY 1408 Sweet Home Rd",ascalise@investmentctr.com,,Salesforce
10909295,Inactive Investor,Paul Ferry,Chief Compliance Officer;Chief Executive Officer;President,Ferry Capital Management LLC,,,Salesforce
10815823,Inactive Investor,Soo Lee,,PFS Investments Inc. Hauppauge NY 1600 Calebs Path Ext,soo.lee@primerica.com,,Salesforce
9579850,,Rafael Groswirt,,,rgroswirt@gmail.com,,List import
11149662,Inactive Investor,Hugh Bandy,,Edward Jones Littleton CO 300 Plaza Dr,carleton.bandy@edwardjones.com,,Salesforce
11218450,,Robert Donnell,,,robert.donnell@jpmorgan.com,,List Import
10923736,Inactive Investor,Kaleb Simington,,"Raymond James Financial Services, Inc. Memphis TN 949 Shady Grove Rd S",kaleb.simington@raymondjames.com,,Salesforce
11113682,Inactive Investor,Samuel Turner,Financial Advisor,"Osaic Wealth, Inc. Huntersville NC Private Residence",,,Salesforce
10925125,Inactive Investor,Elizabeth Bussanich,,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,elizabeth.bussanich@td.com,,Salesforce
10995851,Inactive Investor,Christopher Mark,,"Osaic Wealth, Inc. Kansas City MO 2345 Grand Blvd",,,Salesforce
11102864,Inactive Investor,Derek Oster,,"Northwestern Mutual Investment Services, LLC Olathe KS 17795 W 106th St",derek.oster@nm.com,,Salesforce
11234118,Inactive Investor,Michael Zidanic,Vice President,"Northland Securities, Inc. Milwaukee WI 2675 N Mayfair Rd",mzidanic@northlandsecurities.com,,Salesforce
11229191,Inactive Investor,Shaun Smith,Investment Executive,"Fifth Third Securities, Inc. Lowell MI 11915 Fulton St E",shaun.smith@53.com,,Salesforce
10848934,Inactive Investor,Daniel Shoemaker,,"Raymond James Financial Services, Inc. Eau Claire WI 4257 Southtowne Dr",daniel.shoemaker@raymondjames.com,,Salesforce
11191773,Inactive Investor,Leonard Podrasky,,"Allstate Financial Services, LLC Wilkes Barre PA 140 Wilkes Barre Township Blvd",leonardpodrasky@allstate.com,,Salesforce
10985252,Inactive Investor,Kayla Bailey,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,,,Salesforce
11121751,Inactive Investor,Jessica Lindsey,Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
204695,,Donatas Gudelevicius,,[Unknown],donatas.gudelevicius@gmail.com,,source
11085130,Inactive Investor,Carson Tipton,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",,,Salesforce
122797,,Michael Herst,Managing Director,Bartlett & Co. Wealth Management Llc,michael@focuspartners.com,(312) 236-1166,
11220397,,Ian Flores,,"NTV Asset Management, LLC",iflores@ntvam.com,,Other
9562176,,Hela Sbano,,,hsbano@hotmail.com,,List import
11186234,Inactive Investor,Elizabeth Miller,,PFS Investments Inc. Arlington Heights IL 415 W Golf Rd,elizabeth.miller@primerica.com,,Salesforce
9616200,,Sinopoli Jennifer,,,jsinopoli@ci.com,,List import
10851647,Inactive Investor,David Evans,Financial Advisor,LPL Financial LLC Spring Hill FL 2140 Commercial Way,david.evans@lpl.com,,Salesforce
10946551,Inactive Investor,Kevin Gagnon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10867141,Inactive Investor,Robinson Crothers,,"American Portfolios Financial Services, Inc.",,,Salesforce
11105787,Inactive Investor,Angela Delph,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,,,Salesforce
11144269,Inactive Investor,Mark Cochran,Financial Advisor,LPL Financial LLC Fort Myers FL 3949 Evans Ave,mark.cochran@lpl.com,,Salesforce
9629999,,FORTIN Matthias,,,fortin.matthias@gmail.com,,List import
11255555,,John Scott,,,johnanthony0701108@gmail.com,,Web Form Fillout
11112549,Inactive Investor,John Toohey,,"Farmers Financial Solutions, LLC Cortland OH 3002 State Rte 5",jtoohey@farmersagent.com,,Salesforce
9621742,,John Edmondson,,,edmondson8234@gmail.com,,List import
10929798,Inactive Investor,David Pollard,,"Principal Securities, Inc. Duluth MN 302 W Superior St",pollard.david@principal.com,,Salesforce
10644692,,John Tilson,,,jtilson@bglco.com,,List Import
9615985,,James Girards,,,jim@girardslaw.com,,List import
10915233,Inactive Investor,Brandon Archibald,Chief Compliance Officer;Principal,"The Ivy League Advisory Group, LLC Tilton NH 322 W Main St",,,Salesforce
4699088,,Adam Cooper,,,adam@revest.finance,,Web Form Fillout
11217660,,Margaret Savage,,,msavage@rwbaird.com,,List Import
11066136,Inactive Investor,Daniel Riley,,"Avantax Investment Services, Inc. Corral De Tierra CA Private Residence",,,Salesforce
10781101,Inactive Investor,Craig Shipman,,"CUSO Financial Services, L.P. Ann Arbor MI 225 Briarwood Cir",cshipman@cusonet.com,,Salesforce
10855220,Inactive Investor,Andrew Sorger,Financial Advisor,"MML Investors Services, LLC Montclair NJ 33 Plymouth St",,,Salesforce
10771038,Inactive Investor,Brendan Reynolds,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",brendan.reynolds@wfadvisors.com,,Salesforce
10870437,Inactive Investor,Stephen Carroll,,"Allstate Financial Services, LLC Provo UT 3575 N 100 E",stephencarroll@allstate.com,,Salesforce
10994391,Inactive Investor,Charity Hughes,,Thrivent Investment Management Inc.,charity.hughes@thrivent.com,,Salesforce
11109824,Inactive Investor,John Gauthier,,LPL Financial LLC Kingwood TX 900 Rockmead Dr,john.p.gauthier@lpl.com,,Salesforce
10838453,Inactive Investor,John Grana,,State Farm VP Management Corp. Carmel NY 17 Fair St,john.grana.gguz@statefarm.com,,Salesforce
10976791,Inactive Investor,Michael Faccenda,,Citigroup Global Markets Inc.,michael.faccenda@citigroup.com,,Salesforce
10979943,Inactive Investor,Chadom Watkins,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",chadom.watkins@prudential.com,,Salesforce
370731,,anthony radziszewski,,[Unknown],aradzisz@hotmail.com,,Salesforce
11156209,Inactive Investor,Bradford Coyle,,"Steward Partners Investment Solutions, LLC McLean VA 1800 Tysons Blvd",,,Salesforce
11127482,Inactive Investor,Todd Thompson,,"Osaic Wealth, Inc. Sidney OH Private Residence",,,Salesforce
11105570,Inactive Investor,Jeffrey Tweedell,,"Cambridge Investment Research, Inc. Quincy IL 201 S 5th St",jtweedell@cambridgesecure.com,,Salesforce
10579689,,Brian Magiera,,,bmagier1@amfam.com,,Web Form Fillout
4807224,,Brian Tropiano,,,brian.tropiano@monotype.com,,Web form fillout
10885863,Inactive Investor,Sandra Del Campo,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,sandra.del-campo@jpmorgan.com,,Salesforce
10657213,,Lizbeth Menjivar,,,lizbeth.menjivar@fmr.com,,List Import
10914548,Inactive Investor,Juan Carlos Cortez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Round Rock TX 2651 S Interstate 35",,,Salesforce
11021447,Inactive Investor,Jeremy Pearson,,"Bankers Life Securities, Inc. Traverse City MI 1760 Forest Ridge Dr",jeremy.pearson@bankerslife.com,,Salesforce
11209158,Inactive Investor,Rebecca Stecher,,"American Portfolios Financial Services, Inc. Park City UT Private Residence",rstecher@americanportfolios.com,,Salesforce
10914859,Inactive Investor,Eddie Mcquarters,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,eddie_mcquarters@vanguard.com,,Salesforce
9542871,,Mark Pace,,,markvpace@yahoo.com,,List import
11018511,Inactive Investor,Cheryl Guy,,"CUSO Financial Services, L.P. Raleigh NC 1000 Saint Albans Dr",,,Salesforce
162815,,Andy Ser,,[Unknown],andy.ser120@gmail.com,,
10910069,Inactive Investor,Eric Scott,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3057 Akers Mill Rd SE",escott7@ml.com,,Salesforce
10871396,Inactive Investor,Francis Lee,Wealth Advisor,RWA Wealth Partners,flee@rwawealth.com,,Salesforce
10953956,Inactive Investor,Jeffrey Wiese,,"Stifel, Nicolaus & Company, Incorporated Columbia MO 501 Cherry St",,,Salesforce
10877081,Inactive Investor,Laura Dill,,"The Investment Center, Inc. Lancaster PA 1525 Oregon Pike",ldill@investmentctr.com,,Salesforce
11047845,Inactive Investor,Gregory Roden,Assistant Vice President;Senior Client Associate,"Wells Fargo Clearing Services, LLC Brentwood TN 5005 Maryland Way",greg.roden@wfadvisors.com,,Salesforce
10945210,Inactive Investor,Robert Holbrook,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Bob Holbrook Holdings LLC,,,Salesforce
10797917,Inactive Investor,David Delaney,Executive Director;Wealth Partner,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,david.delaney@jpmorgan.com,,Salesforce
11025760,Inactive Investor,Jeffrey Rushing,,MWA Financial Services Inc. Marion IL Private Residence,jeffrey.s.rushing@mwarep.org,,Salesforce
2744758,,Test John,,,testemail123@yopmail.com,,
11015649,Inactive Investor,Benton Petty,Associate,Edward Jones Nashville TN 5550 Franklin Pike,,,Salesforce
10828871,Inactive Investor,John Hamilton,,"Hamilton Cavanaugh & Associates, Inc.",johnh@hamcav.com,,Salesforce
10996610,Inactive Investor,Chance Glover,,Fidelity Brokerage Services LLC,,,Salesforce
10997673,Inactive Investor,Deborah Stone,,J.P. Morgan Securities LLC Fort Lauderdale FL 1800 N Federal Hwy,deborah.stone@jpmorgan.com,,Salesforce
10984738,Inactive Investor,Brian Kobelski,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,brian.kobelski@fmr.com,,Salesforce
11230220,Inactive Investor,Robin Flammer,,NYLIFE Securities LLC Klamath Falls OR 4509 S 6th St,rsflammer@ft.newyorklife.com,,Salesforce
10936630,Inactive Investor,Conrad Hayes,Client Service Associate,"Raymond James & Associates, Inc. Grand Rapids MI 100 Crahen Ave NE",conrad.hayes@raymondjames.com,,Salesforce
11179876,Inactive Investor,Leslie Navarre,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Elkhart IN 200 Nibco Pkwy",navarrel@stifel.com,,Salesforce
9593267,,Lawrence Veazey,,,larryv1934@aol.com,,List import
11178098,Inactive Investor,Timothy Henderson,Director - Alternative Investments;Executive Director;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Seattle WA 601 Union St,timothy.w.henderson@morganstanley.com,,Salesforce
10861756,Inactive Investor,Matthew Jernack,,"Hennion & Walsh, Inc. Boca Raton FL 777 NW 51st St",mjernack@hennionandwalsh.com,,Salesforce
220409,,Kevin Raduege,,[Unknown],kraduege@yahoo.com,,
10604396,,Jon Lacey,Gift Planning Officer,American Red Cross,jonathan.lacey@redcross.org,4154191578,List Import
11053459,Inactive Investor,Bryant Trombly,,"Kestra Investment Services, LLC Huntersville NC 13801 Reese Blvd W",,,Salesforce
9617139,,John Donnelly,,,jpd@garelickcapital.com,,List import
10941751,Inactive Investor,Evan Nicholson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10850162,Inactive Investor,Mark Krowiak,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",mark.krowiak@nm.com,,Salesforce
10768903,Inactive Investor,Christina Delguidice,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,christina.e.delguidice@ubs.com,,Salesforce
10561439,,Devin Iglesias,,,carlocuz123@gmail.com,,Web Form Fillout
11152145,Inactive Investor,Daniel Jiyamapa,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bellevue WA 301 116th Ave SE",daniel.k.jiyamapa@ampf.com,,Salesforce
10822267,Inactive Investor,Harrison Wolff,Financial Advisor,Morgan Stanley Oak Brook IL 2211 York Rd,harrison.wolff@morganstanley.com,,Salesforce
10943073,Inactive Investor,Deborah Frazier,Chief Compliance Officer;Founder;Managing Member,"Frazier Financial Consultants, LLC",,,Salesforce
10773453,Inactive Investor,Thomas Purcell,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,thomas.c.purcell@ubs.com,,Salesforce
338216,,Robert Hoerle,Managing Member,"Stone Run Capital, Llc",rhoerle@stoneruncapital.com,646-701-6087,Manual List Upload
9609663,,Yu Darren,,,dorabb@gmail.com,,List import
11069591,Inactive Investor,Mary Black,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Bellevue WA 500 108th Ave NE,mary.black1@morganstanley.com,,Salesforce
10767205,Inactive Investor,Michael Droddy,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",michael.droddy@ml.com,,Salesforce
351084,,Brian Sullivan,Vice President,"Knighthead Capital Management, Llc",bsullivan@knightheadfunding.com,212-356-2900,Manual List Upload
11065673,Inactive Investor,Sarah George,Director - Alternative Investments;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Baltimore MD 1201 Wills St,sarah.c.george@morganstanley.com,,Salesforce
10799000,Inactive Investor,Casey Crouch,Financial Advisor,Edward Jones Titusville FL 815 S Washington Ave,casey.crouch@edwardjones.com,,Salesforce
11088970,Inactive Investor,Charles Satterwhite,Branch Manager;Vice President - Investments,"Raymond James & Associates, Inc. Greenville NC 2635 Charles Blvd",charles.satterwhite@raymondjames.com,,Salesforce
11159765,Inactive Investor,Timothy May,Vice President,PFS Investments Inc. Stow OH 3924 Clock Pointe Trl,tmay@primerica.com,,Salesforce
10842266,Inactive Investor,Elisabet Forsman Knecht,Financial Advisor,"Ameriprise Financial Services, LLC Orem UT 383 N State St",carina.knecht@ampf.com,,Salesforce
166190,,Jerry Fouts,,[Unknown],jfouts2593@yahoo.com,,Content
10928173,Inactive Investor,Timothy DiVito,,"Raymond James Financial Services, Inc. Goodyear AZ 15150 W Park Pl",timothy.divito@raymondjames.com,,Salesforce
10900495,Inactive Investor,Ronald Darwin,,Fidelity Brokerage Services LLC Phoenix AZ 1137 E Redfield Rd,,,Salesforce
11113057,Inactive Investor,Laura Lamarca,Business Development Associate;Senior Registered Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,laura.lamarca@morganstanley.com,,Salesforce
10822331,Inactive Investor,William Clarke,,Jefferies LLC,,,Salesforce
10968443,Inactive Investor,William Windom,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,william.windom@primerica.com,,Salesforce
9552735,,Aldo Castaneda,,,acastaneda@ek-ff.com,,List import
9346877,,Angel Vinuela,,,angel.vinuela@gmail.com,,Web form fillout
203776,,Joseph Kanitra,,[Unknown],jgkanitra@gmail.com,,Content
11115903,Inactive Investor,Raymond Wilson,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10772740,Inactive Investor,Scott Roy,Financial Advisor,Edward Jones Black Mountain NC 151 NC Hwy 9,scott.roy@edwardjones.com,,Salesforce
9579333,,leandro markus,,,leandromarkus1@hotmail.com,,List import
10970136,Inactive Investor,Michael Mclemore,,"Allstate Financial Services, LLC Boynton Beach FL 2457 Quantum Blvd",michaelmclemore@allstate.com,,Salesforce
11055091,Inactive Investor,Alexander Pacer,,HSBC Securities (USA) Inc. Chicago IL 227 W Monroe St,,,Salesforce
374810,,Kathleen Vossler,Attorney,"Kathleen M Vossler & Associates, PC",kathleenvossler@yahoo.com,,Salesforce
11181260,Inactive Investor,Kelly Smith,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
10909009,Inactive Investor,Angela Rosario,,Purshe Kaplan Sterling Investments Tulsa OK 7060 S Yale Ave,arosario@pksinvest.com,,Salesforce
11017903,Inactive Investor,Craig Robson,Founding Principal;Managing Director;Regulatory Contact,"Regent Peak Wealth Advisors, LLC",crobson@regentpeakwealth.com,,Salesforce
11120505,Inactive Investor,Ashley Dishman,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11176440,Inactive Investor,David Weikert,,"Signature Estate Securities, Inc. Bethlehem PA 14 W Market St",,,Salesforce
11103600,Inactive Investor,Joy Bevilacqua,,LPL Financial LLC Columbus OH 291 E Livingston Ave,joy.bevilacqua@lpl.com,,Salesforce
11165444,Inactive Investor,Jacob Brunetti,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
204630,,Evren Sahin,,[Unknown],evrensahin49@gmail.com,,source
351308,,Carrie Bartell,Assistant Manager,"Turnbridge Capital, Llc",cbartell@turnbridgecapital.com,214-624-5010,Manual List Upload
240274,,Julia Reynolds,"Advisor Assistant, Office Coordinator",Wescott Financial Advisory Group Llc,jreynolds@wescott.com,215-979-1600,Manual List Upload
11106916,Inactive Investor,Ronald Latin,Chief Compliance Officer;Managing Member;Principal,"Liberty Wealth Management, LLC",,,Salesforce
10775908,Inactive Investor,Nicholas Vorauer,Financial Advisor,Edward Jones Austin TX 4412 Spicewood Springs Rd,nick.vorauer@edwardjones.com,,Salesforce
11200268,Inactive Investor,Ryan Carter,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",carterr@stifel.com,,Salesforce
9627057,,Ana Pestana,,,pinkfleeze@gmail.com,,List import
10645818,,Kathleen Dixon,,,kathleen.tondola@nm.com,,List Import
11030571,Inactive Investor,Jeremy Nixon,,J.P. Morgan Securities LLC Shreveport LA 6555 Youree Dr,jeremy.nixon@jpmorgan.com,,Salesforce
11218616,,Joseph Brooks,,,jbrooks@investorsbrokerage.com,,Other
11093928,Inactive Investor,Jonathan Haefner,,Edward Jones Austin TX 4015 Marathon Blvd,,,Salesforce
374361,,Antonio Di Cristo,,Antonio Di Cristo,antonio.dicristo@sequentis.net,9496298894,Salesforce
10848155,Inactive Investor,Barbara Strzelec,,J.P. Morgan Securities LLC Wayne NJ 1401 Valley Rd,barbara.strzelec@jpmorgan.com,,Salesforce
9584600,,Charles Amato,,,jlucio@swbc.com,,List import
9613310,,Michael Lekoetje,,,michaellekoetje@bayviewassetmanagement.com,,List import
10828031,Inactive Investor,Chelsea Safe,Financial Advisor,Edward Jones Granite City IL 2013 Johnson Rd,chelsea.safe@edwardjones.com,,Salesforce
9550083,,Robert Seeber,,,bseeber@gwnsecurities.com,,List import
10971728,Inactive Investor,William Kleinert,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
11100562,Inactive Investor,Kevin Vesey,,Morgan Stanley Westport CT 500 Post Road E,kevin.vesey@morganstanley.com,,Salesforce
11039499,Inactive Investor,Timothy Patrick,,Santander Securities LLC Collingswood NJ 302 Haddon Ave,timothy.patrick@santander.us,,Salesforce
11028849,Inactive Investor,Micah Pelletier,Premier Banker,"Wells Fargo Clearing Services, LLC American Fork UT 797 W State Rd",micah.p.pelletier@wellsfargo.com,,Salesforce
10913188,Inactive Investor,Claire Smith,Financial Advisor,Edward Jones Grand Marais MN 425 W Hwy 61,claire.s.smith@edwardjones.com,,Salesforce
11102602,Inactive Investor,Juanita Shaw,,PFS Investments Inc. Fort Lauderdale FL 7310 W Mcnab Rd,juanitashaw@primerica.com,,Salesforce
10645633,,Andre Holder,,,andre.holder@primerica.com,,List Import
10779427,Inactive Investor,Sharon Morganti,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",sharon.a.morganti@ml.com,,Salesforce
10998289,Inactive Investor,Omar Arce-Felix,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,omar_arce-felix@vanguard.com,,Salesforce
10768518,Inactive Investor,Mark Woodward,Private Wealth Advisor,"Ameriprise Financial Services, LLC Batavia NY 219 E Main St",mark.e.woodward@ampf.com,,Salesforce
10945344,Inactive Investor,Alan Starinsky,Managing Member,"Redfield, Blonsky & Starinsky, LLC",astarinsky@rbcpa.com,,Salesforce
10757985,Inactive Investor,David Mead,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",david_w_mead@ml.com,,Salesforce
1001225,Inactive Investor,Tim Mahler,,Lezam Investments,tim@mahler.co.za,,Organic Search
11110722,Inactive Investor,Rodrigo Cruz,,J.P. Morgan Securities LLC Tucson AZ 4711 E Speedway Blvd,rodrigo.cruz@jpmorgan.com,,Salesforce
11190492,Inactive Investor,Courtney Shane,Director - Business Strategy;First Vice President;Vice President,Morgan Stanley Boston MA 28 State St,courtney.costello@morganstanley.com,,Salesforce
9604096,,JOHN LESTER,,,john.lester@oneiro.io,,List import
10761458,Inactive Investor,Carly Dreger,Financial Advisor,Edward Jones Racine WI 4445 Taylor Ave,carly.flynn@edwardjones.com,,Salesforce
241076,,Alice Kenower,Business Manager,[Unknown],akenower@microstrategy.com,,Event
10981871,Inactive Investor,Laura Saunders,,"Osaic Institutions, Inc. Englewood CO 7600 E Orchard Rd",,,Salesforce
11194195,Inactive Investor,James Panting,Financial Advisor,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,james.panting@msgraystone.com,,Salesforce
10487053,,Michael Parry,Investment Specialist,J.P. Morgan Securities LLC,michael.parry@jpmorgan.com,,List Import
10918800,Inactive Investor,James Teeple,Financial Advisor,"Osaic Wealth, Inc. Clarks Summit PA 214 Front St",jteeple@osaicwealth.com,,Salesforce
11064604,Inactive Investor,Robert Macneil,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,rdmacneil@ft.newyorklife.com,,Salesforce
11138837,Inactive Investor,John Orr,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",rick_orr@ml.com,,Salesforce
10925060,Inactive Investor,Ting Chiu,,"Transamerica Financial Advisors, Inc Duluth GA 3805 Crestwood Pkwy NW",ting.chiu@tfaconnect.com,,Salesforce
10937678,Inactive Investor,Michael Stanley,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
151092,,Travis Hoyt,,[Unknown],travis@travishoyt.com,,Organic Search
10761643,Inactive Investor,Paul Green,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",paul.green@schwab.com,,Salesforce
10762249,Inactive Investor,Andrea Domini-Singer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",andrea_a_domini@ml.com,,Salesforce
10763689,Inactive Investor,Clinton Petty,Financial Advisor,Edward Jones Athens AL 119 N Marion St,wayne.petty@edwardjones.com,,Salesforce
9629442,,Taren Lumen,,,majia1198227@gmail.com,,List import
10820083,Inactive Investor,Steven Newcomb,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",craig.newcomb@truist.com,,Salesforce
11027805,Inactive Investor,Seth Mullikin,Chief Compliance Officer,"Lattice Financial, LLC",,,Salesforce
10880887,Inactive Investor,Michael Applebaum,,"Vanderbilt Securities, LLC Mount Laurel NJ 309 Fellowship Rd",,,Salesforce
11131748,Inactive Investor,Gina Wiegert,Assistant Market Head;Authorized Officer;Financial Advisor,UBS Financial Services Inc. Henderson NV 2475 Village View Dr,gina.wiegert@ubs.com,,Salesforce
11022423,Inactive Investor,Andrew Brandt,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11053920,Inactive Investor,Rachel Fowler,Senior Registered Financial Client Associate,"Benjamin F. Edwards & Company, Inc. Dothan AL 1276 Westgate Pkwy",rachel.fowler@benjaminfedwards.com,,Salesforce
11085198,Inactive Investor,Aaron Cook,,LPL Financial LLC Playa Vista CA 12130 Millennium,aaron.cook@lpl.com,,Salesforce
9573153,,Curtis Snyder,,,curt.snyder@towercrestcapital.com,,List import
9616753,,Alex Galustyan,,,agalustyan@hotmail.com,,List import
11182842,Inactive Investor,Brian Pawlik,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
11236750,Inactive Investor,Kirk Hemingway,Advisor;Director - Operations,Scarecrow Advisors Hudson CO Private Residence,,,Salesforce
11035943,Inactive Investor,Tina Dobrinen,Financial Advisor,"Ameriprise Financial Services, LLC Redlands CA 1901 Orange Tree Ln",tina.m.dobrinen@ampf.com,,Salesforce
11150585,Inactive Investor,Arley Maldonado Herrera,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
9572338,,Jodi Settle,,,jodi.settle@surveyor-capital.com,,List import
10785875,Inactive Investor,Francia Baniqued,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,francia.lopez@fidelity.com,,Salesforce
10972030,Inactive Investor,Daniela Young,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10824164,Inactive Investor,Howard Harrow,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Garden City NY 1200 Franklin Ave,howard.harrow@morganstanley.com,,Salesforce
118268,,ALIREZA Katebi,,[Unknown],katebi.1984@gmail.com,,source
10934778,Inactive Investor,Gregory Genovese,,"KCD Financial, Inc.",,,Salesforce
340707,,Jeff Keele,Managing Director,"Guggenheim Funds Distributors, Llc",jkeele@claymore.com,800-820-0888,Manual List Upload
9563004,,Matthew Oconnor,,,matthew.oconnor@valic.com,,List import
9589576,,Christian Überlackner,,,uebel67@web.de,,List import
11219824,,Charles Norris,,,charles.norris@concoursefinancial.com,,Other
10618537,,William Feeney,,,william.feeney@ubs.com,,List Import
10961218,Inactive Investor,Ashley Frankenfield,,PFS Investments Inc. Quakertown PA 101 E Mill St,ameadow@primerica.com,,Salesforce
228091,,tony -,,tony [[Unknown]],trapp.3@gmail.com,,Direct
10999332,Inactive Investor,Alejandro Barajas,,J.P. Morgan Securities LLC Henderson NV 2585 Anthem Village Dr,alejandro.barajas@jpmorgan.com,,Salesforce
9617075,,jack q,,,asw@qq.com,,List import
9565278,,Michael Hanna,,,m_j_hanna@yahoo.com,,List import
10986183,Inactive Investor,Axel Del Cid,,State Farm VP Management Corp.,,,Salesforce
11209045,Inactive Investor,Gregory Blackwell,,"Farmers Financial Solutions, LLC Southfield MI 15900 W 10 Mile Rd",gblackwell@farmersagent.com,,Salesforce
10783217,Inactive Investor,Juan Barreras,International Wealth Management Advisor;Managing Director;Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",juan.herrans@ml.com,,Salesforce
9618661,,Benjamin Klamo,,,bklamo@gainplanners.com,,List import
10975983,Inactive Investor,Marilyn Kasongo,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",marilyn.kasongo@tiaa.org,,Salesforce
5995,, -,,[[Unknown]],jasonyoshimi@gmail.com,,Initial Salesforce Import
10929235,Inactive Investor,Joshua Fox,Wealth Manager,Founders Financial Securities LLC Caledonia MI 612 E Main St SE,,,Salesforce
11138812,Inactive Investor,Parul Verma,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",parul.verma@ml.com,,Salesforce
10942936,Inactive Investor,Laura Humphrey,Financial Advisor;Wealth Advisor,"Osaic Wealth, Inc. Saint Cloud MN 1411 W Saint Germain St",,,Salesforce
9550157,,Carey Pearsall,,,carey.pearsall@fmr.com,,List import
11063966,Inactive Investor,Liam Mchugh,,Fidelity Brokerage Services LLC,,,Salesforce
10923689,Inactive Investor,Skyler Mermer,Associate Financial Advisor,"Ameriprise Financial Services, LLC Rogers AR 2106 S 54th St",skyler.mermer@ampf.com,,Salesforce
9561679,,Jeffery Still,,,stillj@ft.newyorklife.com,,List import
10840888,Inactive Investor,Chang Han,,Cetera Advisors LLC Duluth GA 3659 Hermitage Dr,,,Salesforce
10859502,Inactive Investor,Jeremy Reeder,,NYLIFE Securities LLC Milton FL 4628 Summerdale Dr,jdreeder@ft.newyorklife.com,,Salesforce
10763973,Inactive Investor,James Grada,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,jeffrey.grada@fmr.com,,Salesforce
9638489,,Reto Hug,,,reto.hug@ubs.com,,List import
9589323,,Ryan Molnar,,,ryanmolnar@me.com,,List import
11136421,Inactive Investor,Nelson Okou,,Citigroup Global Markets Inc.,,,Salesforce
241160,Inactive Investor,Paul Connors,,Norfolk (MA) County Retirement System,pconnors@norfolkcrs.com,(781) 821-0664,Database Upload
11115567,Inactive Investor,Kriya Amin,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",kriya.amin@ml.com,,Salesforce
10903819,Inactive Investor,Eric Guth,,"Osaic Wealth, Inc. La Crosse WI 3167 Berlin Dr",,,Salesforce
11080410,Inactive Investor,Gary Chandler,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
8480612,,Sven Silberschlag,,Merrill Lynch,sven_silberschlag@ml.com,,List Import
10807706,Inactive Investor,Emily Sanders,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",emily.sanders@ml.com,,Salesforce
10857565,Inactive Investor,Juan Lariva,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sherman Oaks CA 13700 Riverside Dr",juan_carlos.la_riva@ml.com,,Salesforce
11210075,Inactive Investor,David Mellgard,,Jefferies LLC,dmellgard@jefferies.com,,Salesforce
10843935,Inactive Investor,Hal Lettice,Financial Planner,"Osaic Wealth, Inc. Federal Way WA 501 S 336th St",,,Salesforce
9625067,,Daniel Adan,,,dan.adan@halmoscapital.com,,List import
11012286,Inactive Investor,Ronald Wangelin,,"Allstate Financial Services, LLC Issaquah WA 71 Front St N",ronaldwangelin@allstate.com,,Salesforce
9559773,,Sarah Perez,,,sarah.perez2516@gmail.com,,List import
10967450,Inactive Investor,Joshua Slovin,Financial Advisor,"Ameriprise Financial Services, LLC Cranston RI 888 Reservoir Ave",joshua.slovin@ampf.com,,Salesforce
11094923,Inactive Investor,Kyle Johnston,Wealth Management Advisor,Financial Advocates Investment Management Seattle WA 2101 4th Ave,kjohnston@financialadvocates.com,,Salesforce
11037192,Inactive Investor,Brian Flanagan,,"Osaic Institutions, Inc. Milford CT 33 Broad St",,,Salesforce
9570897,,Kenneth Rosplock,,,krosplock@nbtcapm.com,,List import
11218959,,Lawrence Whistler,,,larry.whistler@nottinghamadvisors.com,,Other
10856653,Inactive Investor,Mark Kavaloski,Chief Compliance Officer;Chief Executive Officer;President,AmeriTrust Capital Management Ltd,mark@ameritrust.us,,Salesforce
11020402,Inactive Investor,Branden Hollinger,,J.P. Morgan Securities LLC Columbus OH 3100 W Broad St,branden.hollinger@jpmorgan.com,,Salesforce
342360,,Chris Creed,Senior Lead Advisor,Venturi Private Wealth,chris@venturiwealth.com,512-220-2035,Manual List Upload
11078033,Inactive Investor,Blake Cather,Financial Advisor,Edward Jones Baytown TX 3711 Garth Rd,blake.cather@edwardjones.com,,Salesforce
10839930,Inactive Investor,Joseph Shults,Financial Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 4901 Hunt Rd",joseph.d.shults@ampf.com,,Salesforce
10909254,Inactive Investor,Stephenie Rybarczyk,,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",srybarczyk@tiaa-cref.org,,Salesforce
10796141,Inactive Investor,Irene Berner,Financial Advisor,LPL Financial LLC New Paltz NY Private Residence,irene.berner@lpl.com,,Salesforce
9579845,,Irene Stolte,,,istolte@ft.newyorklife.com,,List import
10932152,Inactive Investor,Jonathan Harris,,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
10867957,Inactive Investor,Cord Adams,Wealth Advisor,"Sageview Advisory Group, LLC Dallas TX Private Residence",cadams@sageviewadvisory.com,,Salesforce
10931947,Inactive Investor,James Francis,Financial Advisor,LPL Financial LLC Sandy UT 8966 S Cobblemoor Ln,james.francis@lpl.com,,Salesforce
11100439,Inactive Investor,Brad Travis,President,Capital Investment Management Inc.,,,Salesforce
5209517,,Andrew Hoskinson,,,andrew.hoskinson@yahoo.com,3034753975,Web form fillout
11073375,Inactive Investor,Christopher Petrich,Premier Banker,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2100 York Rd",christopher.f.petrich@wellsfargo.com,,Salesforce
10658835,,Sanjay Kantharia,,,sanjay.kantharia@countryfinancial.com,,List Import
10960045,Inactive Investor,Thao Nguyen,Senior Client Associate,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,,,Salesforce
9644529,,Guna Tan,,,lhooq19@yahoo.com,,List import
11088941,Inactive Investor,Marla Mason,,A & I Wealth Management,,,Salesforce
10883415,Inactive Investor,David King,,"Cambridge Investment Research, Inc. New Orleans LA Private Residence",,,Salesforce
336541,,Joseph Shea,Chief Compliance Officer,"Pinnacle Associates, Ltd.",jshea@bentallkennedy.com,,
9580344,,Philippe Comby,"Chief Financial Officer, Co-Founder, Manager, Managing Member, President, Regulatory Contact","Connective Portfolio Management, LLC",pcomby@connectivepm.com,212-332-7925,List import
11044067,Inactive Investor,Jeffrey Miller,Chairman;Chief Executive Officer;Manager;President,"Align Impact, LLC",jordan@alignimpact.com,,Salesforce
10617911,,Andrew Chusid,,,andrew.chusid@ml.com,,List Import
11076171,Inactive Investor,Hai Nguyen,,J.P. Morgan Securities LLC New Orleans LA 5660 Read Blvd,hai.x.nguyen@chase.com,,Salesforce
11057755,Inactive Investor,Drew Erickson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,drew_erickson@vanguard.com,,Salesforce
9591981,,Lainie Arnold,,,lainie.arnold@multiplex.global,,List import
11150250,Inactive Investor,Ronald Launsbach,,"Isaak Bond Investments, Inc. Manhattan Beach CA 1219 Morningside Dr",,,Salesforce
10967521,Inactive Investor,Ethan Hoffmann,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10830869,Inactive Investor,John Walker,Financial Advisor,LPL Financial LLC Stockbridge GA 165 Burke St,,,Salesforce
10971344,Inactive Investor,Suranga Ganewatte,Executive Director,J.P. Morgan Securities LLC Westlake Village CA 2931 Townsgate Rd,,,Salesforce
9635258,,Arron Solano,,,arron@arsenalgrowth.com,,List import
10768576,Inactive Investor,Kimberly Perreira,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",kimberly.perreira@ml.com,,Salesforce
11046747,Inactive Investor,Ryan Palmieri,,"Avantax Investment Services, Inc. Lexington Park MD 21945 3 Notch Rd",,,Salesforce
11131862,Inactive Investor,James Stoner,,Modern Capital Securities Inc. Peoria Heights IL 4700 N Prospect Rd,,,Salesforce
11217543,,Audrey Hammond,,,audrey.m.hammond@jpmorgan.com,,Other
9540653,,Logan Bolick,,,lbolick@altavistawealth.com,,List Import
342127,,Kimberly Trautmann,,DRW Venture Capital,kimberly@drwvc.com,,
10795254,Inactive Investor,Eric Brisebois,,NYLIFE Securities LLC Westborough MA 1500 W Park Dr,ebrisebois@ft.newyorklife.com,,Salesforce
11121109,Inactive Investor,Alannah Cranfill,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
10883659,Inactive Investor,Charles Sarkisian,,"MML Investors Services, LLC",,,Salesforce
10849277,Inactive Investor,Mark Metzger,,"Cambridge Investment Research, Inc. Locust NC 602 Main St W",,,Salesforce
9622397,,Humberto Garcia,,,humberto_garcia95@hotmail.com,,List import
11014232,Inactive Investor,Margery Vincent,,PFS Investments Inc. Pompano Beach FL 2101 NW 33rd St,mvincent@primerica.com,,Salesforce
10845589,Inactive Investor,Gabriella Mcclain,Financial Advisor,LPL Financial LLC Danvers MA 1 Conant St,gabriella.mcclain@lpl.com,,Salesforce
9583367,,Ann Nicholson,,,ann.nicholson@firstky.com,,List import
11126139,Inactive Investor,Jayne Back,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10824404,Inactive Investor,Clara Harrell,,PFS Investments Inc. Mount Holly NJ 100 Ashurst Ln,clara.harrell@primerica.com,,Salesforce
10775100,Inactive Investor,Angela Carlson,Private Wealth Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,angie.carlson@morganstanleypwm.com,,Salesforce
10974259,Inactive Investor,Barry Minsker,,"Osaic Wealth, Inc. Burnsville MN 2422 E 117th St",,,Salesforce
11109023,Inactive Investor,Shabana Asif,,"Bankers Life Securities, Inc. Sebring FL 3200 US Hwy 27 S",shabana.asif@bankerslife.com,,Salesforce
7077057,,FDFS SDGFDSF,,,gosep88618@terkoer.com,,Web Form Fillout
9550330,,Keith Richardson,,,keith.richardson.john@fmr.com,,List import
6323238,,KoN Tan,,,kota99709@gmail.com,,Web Form Fillout
240403,,George Le Floch,,[Unknown],georgelefloch@aol.com,,Direct
7258420,,[Unknown],,,art.int.interface@gmail.com,,Web Form Fillout
10912526,Inactive Investor,Anthony Vetturelli,,J.P. Morgan Securities LLC Carlsbad CA 7176 Avenida Encinas,anthony.vetturelli@jpmorgan.com,,Salesforce
11150972,Inactive Investor,Brady Hansen,,"Northwestern Mutual Investment Services, LLC Fargo ND 4445 23rd Ave S",brady.hansen@nm.com,,Salesforce
11070609,Inactive Investor,John Hennig,Associate,Edward Jones Woodway TX 2410 Wycon Dr,,,Salesforce
11046992,Inactive Investor,Phillip Perry,Financial Advisor,Keenan Financial,phillip.perry@keenanfinancial.com,,Salesforce
10859395,Inactive Investor,Kurt McClelland,,PFS Investments Inc. Tulsa OK 10827 S Memorial Dr,kurt.mcclelland@primerica.com,,Salesforce
9598360,,Elliott Elbaz,,,elliott@gordianwa.com,,List import
337081,,Trevor Wiessmann,General Counsel,Maverick Capital Ltd,twiessmann@maverickcapital.com,214-880-4000,Manual List Upload
11037051,Inactive Investor,Clayton Funnell,Financial Advisor,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",clayton.funnell@hantzgroup.com,,Salesforce
10891325,Inactive Investor,Michael Larkin,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Sante Fe CA 5951 La Sendita",michael.c.larkin@ml.com,,Salesforce
10790571,Inactive Investor,Keith Maxey,Executive Director,Morgan Stanley New York NY 1585 Broadway,keith.maxey@morganstanley.com,,Salesforce
10821357,Inactive Investor,Jordan Gates,,Kovack Securities Inc. Portland OR 14745 SW 139th Ave,jordan@kovacksecurities.com,,Salesforce
10910670,Inactive Investor,Roy Wheeler,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 5151 San Felipe St",roy.wheeler@ampf.com,,Salesforce
10462651,,Rodney Santwier,,,rsantwier@mac.com,,Web Form Fillout
10774399,Inactive Investor,Greg Edgar,First Vice President,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,greg.edgar@morganstanley.com,,Salesforce
9645377,,Lisa Chung,,,lisa.chung@ny.frb.org,,List import
11096135,Inactive Investor,Elizabeth Min,,"Independent Financial Group, LLC San Gabriel CA 142 N San Gabriel Blvd",emin@ifgrr.com,,Salesforce
10898387,Inactive Investor,William Franks,Financial Advisor,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",afranks@financialguide.com,,Salesforce
10939297,Inactive Investor,Adam Puller,,Mutual of America Securities LLC Providence RI 500 Exchange St,adam.puller@mutualofamerica.com,,Salesforce
373450,,Janet Allan,,[Unknown],jeffjanpacker@gmail.com,,source
11085956,Inactive Investor,Thomas Berrisford,,Cetera Advisor Networks LLC Duluth MN 202 W Superior St,berrisfordt@ceteranetworks.com,,Salesforce
9547838,,Robert Devine,,,rdevine@massmutual.com,,List import
1001662,Inactive Investor,Michel Del Buono,CIO,Jordan Park,info@jordanpark.com, +1 415 417 3000,
10889379,Inactive Investor,Monica Dwyer,Senior Investment Representative,"Harvest Financial Advisors, LLC",monica@harvestadvisors.com,,Salesforce
11123087,Inactive Investor,John Campeau,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",john.campeau@ml.com,,Salesforce
10612941,,John Bellontine,Financial Advisor,,john.bellontine@lpl.com,,List Import
6911863,,Keith Hodge,,,keithhodge91@gmail.com,,Web Form Fillout
7993295,,Ruslan Pavlyshyn,,,pavlushunruslan1990@gmail.com,,Web form fillout
10948666,Inactive Investor,Lloyd Green,,"Empower Financial Services, Inc",lloyd.green@empower.com,,Salesforce
10833283,Inactive Investor,George Sucich,,"Osaic Wealth, Inc. Hauppauge NY 38 Kings Hwy",gsucich@osaicwealth.com,,Salesforce
333024,,Carol Somoano,,"Asset Planning, Inc.",carol@assetplanninginc.com,,
10877575,Inactive Investor,Vincent Clavizzao,,"Raymond James Financial Services, Inc.",vincent.clavizzao@raymondjames.com,,Salesforce
226187,, -,,[[Unknown]],andrewdaines@gmail.com,,Initial Salesforce Import
144134,,Juan Martinez,,[Unknown],juanm894@gmail.com,,source
10646936,,Eric May,,,maye@stifel.com,,List Import
11160503,Inactive Investor,Franah Vazir-Marino,,State Farm VP Management Corp. Hollywood FL 120 N Douglas Rd,franah.marino.qm51@statefarm.com,,Salesforce
11083139,Inactive Investor,James Ankiewicz,,Cetera Investment Services LLC Mobile AL 3950 Airport Blvd,james.ankiewicz@ceterais.com,,Salesforce
10940023,Inactive Investor,Jeffrey Emerson,,MWA Financial Services Inc. Tuscaloosa AL 1350 The Townes,jeffrey.emerson@modern-woodmen.org,,Salesforce
10850371,Inactive Investor,Kelly Stanicar,Financial Advisor,"Ameriprise Financial Services, LLC Spokane WA 309 E Farwell Rd",kelly.stanicar@ampf.com,,Salesforce
9574584,,Muhammad Bana,,,mb@muhammadbana.com,,List import
49938,,Timothy Mittelstadt,Financial Consultant,Thrivent Investment Management Inc.,tim.mittelstadt@thrivent.com,262-695-9142,
9648315,,William Page,,,wecpage@icloud.com,,List import
11136114,Inactive Investor,Kevin Parkhill,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10865412,Inactive Investor,Jeremy Normand,,State Farm VP Management Corp. Arlington TX 3000 S Cooper St,,,Salesforce
10754297,Inactive Investor,Evan Clinkenbeard,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",evan_clinkenbeard@ml.com,,Salesforce
11198257,Inactive Investor,Nathan Brown,Financial Advisor,"Ameriprise Financial Services, LLC Raleigh NC 4515 Falls of Neuse Rd",nathan.d.brown@ampf.com,,Salesforce
10757558,Inactive Investor,Allen Albrecht,,"Parkland Securities, LLC Hialeah FL 6175 NW 153rd St",aalbrecht@parklandrep.com,,Salesforce
10866103,Inactive Investor,Dennis Kazen,,"Avantax Investment Services, Inc. Marysville WA 4311 116th St NE",,,Salesforce
10981936,Inactive Investor,Eric Jackson,,"Wells Fargo Clearing Services, LLC Crowley TX 411 FM 1187 E",,,Salesforce
10845108,Inactive Investor,Prateek Mehrotra,Chief Investment Officer;Secretary;Shareholder;Vice President,"Endowment Wealth Management, Inc.",prateek@endowmentwm.com,,Salesforce
11165800,Inactive Investor,Steven Bencivenga,,"Alexander Capital, L.P.",sbencivenga@alexandercapitallp.com,,Salesforce
11097762,Inactive Investor,Inkyu Kang,,"U.S. Bancorp Advisors, LLC",inkyu.kang@uboc.com,,Salesforce
10757887,Inactive Investor,D Hannink,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Bakersfield CA 11001 River Run Blvd",brad.x.hannink@ampf.com,,Salesforce
11151432,Inactive Investor,James Deese,,"Osaic Wealth, Inc. Greenville DE Private Residence",,,Salesforce
10868911,Inactive Investor,Lawrence McGowan,Financial Advisor,"Ameriprise Financial Services, LLC Fremont NE 1350 N Bell St",larry.mcgowan@ampf.com,,Salesforce
11201877,Inactive Investor,Danielle Dark,Associate Private Client Advisor,Key Investment Services LLC Beaverton OR 4735 SW Hall Blvd,danielle.dark@key.com,,Salesforce
11016425,Inactive Investor,Liisa-Ann Weinberg,,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,liisaann.weinberg@ubs.com,,Salesforce
11199784,Inactive Investor,David Aloian,Managing Director,Neuberger Berman BD LLC,david.aloian@nb.com,,Salesforce
11165319,Inactive Investor,Charles Hutchinson,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",charles.hutchinson@wellsfargoadvisors.com,,Salesforce
339314,,Sara Williams,Director And Shareholder,"Windmark Investment Partners, Inc.",swilliams@ashfordcg.com,302-691-0228,Manual List Upload
10472339,,Michael Brown,,,michaelbrown14455@gmail.com,,Web Form Fillout
10821293,Inactive Investor,Carl Friedemann,Private Wealth Advisor,"Ameriprise Financial Services, LLC Poway CA 12700 Stowe Dr",carl.j.friedemann@ampf.com,,Salesforce
9603563,,youngsoo jang,,,yschang1974@gmail.com,,List import
11008586,Inactive Investor,Lydia Graham,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,lngraham@ft.newyorklife.com,,Salesforce
10990966,Inactive Investor,Christopher Herrera,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,christopher_herrera@glic.com,,Salesforce
11025523,Inactive Investor,Wojtek Wojtyrowski,Financial Advisor;Senior Vice President,PNC Investments Niles IL 8990 N Milwaukee Ave,wojtek.wojtyrowski@pnc.com,,Salesforce
10895941,Inactive Investor,Sebastian Komuda,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,sebastian.komuda@jpmorgan.com,,Salesforce
10915661,Inactive Investor,Jared Davis,Financial Advisor,Edward Jones Layton UT 1771 N Main St,jared.davis@edwardjones.com,,Salesforce
11090194,Inactive Investor,William Mauger,Chairman;Chief Compliance Officer;Managing Member;Owner;President,Capital Cities Investments Indianapolis IN 47 S Meridian St,bmauger@capcities.net,,Salesforce
9595728,,Reagan Wagner,,,reagan@tnfa.net,,List import
10785569,Inactive Investor,Gianni Salamone,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,gianni.salamone@fidelity.com,,Salesforce
10915200,Inactive Investor,Kimberly Friedman,,LPL Financial LLC Gaithersburg MD 6 Montgomery Village Ave,kim.friedman@lpl.com,,Salesforce
43084,,Michael Terrien,Managing Member,West Loop Financial Llc,mterrien@westloopfinancial.com,312-690-9260,Manual List Upload
10938377,Inactive Investor,David Zientek,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10805578,Inactive Investor,Jason Peterson,Vice President - Investments,"Raymond James & Associates, Inc. Spring TX 1780 Hughes Landng Blvd",jason.peterson@raymondjames.com,,Salesforce
9583878,,Robert Costello,,,rob@costellofp.com,,List import
11108639,Inactive Investor,Teresa Addington,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11039963,Inactive Investor,Jean Yamamoto,Financial Planning Assistant,Young Wealth Management,jean@youngwealthmanagement.com,,Salesforce
11132010,Inactive Investor,Dean Knepper,Founding Principal;President,"Lifetime Financial Planning, Inc.",dean@lifetimefp.net,,Salesforce
10871432,Inactive Investor,Todd Smithpeter,Director - Retirement Plan Consulting;Senior Financial Advisor,"Cedar Mountain Advisors, LLC",tsmithpeter@cmapdx.com,,Salesforce
185251,,Weng Kai Wong,,[Unknown],wwkai168@gmail.com,,source
11198385,Inactive Investor,Jacob Watson,Wealth Advisor,"Innovia Wealth, LLC",jacob@innoviawealth.com,,Salesforce
236868,, -,,[[Unknown]],10257330@qq.com,,Organic Search
11055111,Inactive Investor,Samuel Scheer,Financial Advisor,Nicolet Wealth Management,sscheer@nicoletbank.com,,Salesforce
11145437,Inactive Investor,Brad Parpan,Financial Advisor;Senior Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,brad.parpan@morganstanley.com,,Salesforce
10889102,Inactive Investor,Salvatore Palmeri,Private Client Advisor,J.P. Morgan Securities LLC Staten Island NY 666 Forest Ave,salvatore.palmeri@jpmorgan.com,,Salesforce
9624119,,Sina Farazin,,,s.farazin@gmail.com,,List import
10510120,,Ariana Giannopoulos,ETF Accelerator,Goldman Sachs,ariana.giannopoulos@gs.com,,List Import
9546820,,Richard Alexander,,,richard.alexander@purefinancial.com,,List import
10613576,,Amy Castar,"Financial Advisor, Senior Vice President - Wealth Management",,amy.castar@ubs.com,,List Import
10831061,Inactive Investor,Matthew Levy,Financial Advisor,Janney Montgomery Scott LLC York PA 1700 Westgate Dr,mlevy@janney.com,,Salesforce
346281,,Shane Mcgregor,Vice President,Court Square Capital,smcgregor@courtsquare.com,212-752-6110,Manual List Upload
9597213,,Elaine Rich,,,erich@enrichpartners.com,,List Import
10965016,Inactive Investor,Fernando Guerrero,,"Wells Fargo Clearing Services, LLC San Diego CA 1220 Cleveland Ave",fernando.guerrero@wellsfargo.com,,Salesforce
10796964,Inactive Investor,Maryann Perrone,Financial Advisor;Vice President,Janney Montgomery Scott LLC Berwyn PA 1235 Westlakes Dr,mperrone@janney.com,,Salesforce
11218821,,Katy Chen,,,katy.chen@ubs.com,,Other
10934532,Inactive Investor,Thomas Herrin,,Financial Advocates Investment Management,therrin@financialadvocates.com,,Salesforce
10976359,Inactive Investor,Cary Bazan,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Irving TX 122 W John Carpenter Fwy",cary.bazan@mutualofomaha.com,,Salesforce
11072610,Inactive Investor,Julia Monroe,,"Sanctuary Securities, Inc. Columbia SC 1010 Wildwood Centre Dr",,,Salesforce
11010020,Inactive Investor,Andre Marvray,,"Wells Fargo Clearing Services, LLC Tucker GA 4099 Lavista Rd",andre.b.marvray@wellsfargo.com,,Salesforce
10849752,Inactive Investor,Lisa Thompson,,"Avantax Investment Services, Inc. Lake Havasu City AZ 116 Lake Havasu Ave S",,,Salesforce
11007761,Inactive Investor,Jessica Guillen,,PFS Investments Inc. Stafford TX 10701 Corporate Dr,jguillen@primerica.com,,Salesforce
10772126,Inactive Investor,William Hudson,Managing Director,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",,,Salesforce
104070,,Ed Swearingen,,retired,swearinged@gmail.com,2088302504,Web Form
11095988,Inactive Investor,Joseph Capezza,Chief Compliance Officer;President,"Cove Private Wealth, LLC",joe@covepw.com,,Salesforce
10798707,Inactive Investor,John Martin,Investment Management Consultant;Managing Director,"Raymond James & Associates, Inc. Columbus GA 260 Brookstone Centre Pkwy",johnc.martin@raymondjames.com,,Salesforce
10614140,,Dolores Mitchell,"Financial Advisor, Investment Advisor Representative, Owner",,dmitchell@osaicwealth.com,,List Import
349285,,Julie Lawrence,Partner & CCO,"Lawrence Financial Planning, Llc",jlawrence@lawrencefinancialplanning.com,813-961-4930,Manual List Upload
11129331,Inactive Investor,Daniel Jackson,Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,dana.jackson@morganstanleypwm.com,,Salesforce
10899144,Inactive Investor,Apurv Gujral,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,apurv.gujral@jpmorgan.com,,Salesforce
10789215,Inactive Investor,Mila Lynne Floro,Financial Advisor,Edward Jones Arlington VA 801 N Quincy St,milalynne.floro@edwardjones.com,,Salesforce
10846573,Inactive Investor,Daniel Will,Financial Advisor,Edward Jones Saint Louis MO 12250 Weber Hill Rd,dan.will@edwardjones.com,,Salesforce
7859319,,Rezarp Reda,,,a1aahilal@azola.my.id,,Web Form Fillout
11121814,Inactive Investor,Benjamin Frankland,,"Raymond James & Associates, Inc.",benjamin.frankland@raymondjames.com,,Salesforce
10788309,Inactive Investor,Clinton Miller,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
10765407,Inactive Investor,Ryan Squibbs,,Morgan Stanley Alpharetta GA 3 Edison Dr,ryan.squibbs@morganstanley.com,,Salesforce
239162,,Botan Walker,,[Unknown],botanwalker7@gmail.com,,Direct
11148341,Inactive Investor,Robin Costner,,LPL Financial LLC,robin.costner@lpl.com,,Salesforce
10985401,Inactive Investor,Larissa Lea,,LPL Financial LLC Monterey CA 80 Garden Ct,larissa.lea@lpl.com,,Salesforce
185,,,,,nancy9222@alice.it,,
11098093,Inactive Investor,Peter Williams,,"Private Client Services, LLC Villa Park IL 1 S 450 Summit Ave",pwilliams@kfg.com,,Salesforce
10690928,Active Investor,Elisabeth Krueger Luthi,,Elisabeth Krueger Luthi,luthibng@ix.netcom.com, +19136873440,Salesforce
10814649,Inactive Investor,Craig Rudd,Financial Advisor,LPL Financial LLC Minneapolis MN 4959 Olson Memorial Hwy,craig.rudd@lpl.com,,Salesforce
10910400,Inactive Investor,Jordan Ray,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",,,Salesforce
9554319,,Rama Mutyala,,,rmutyala@massmutual.com,,List import
11014794,Inactive Investor,Justin Rush,Financial Advisor,"The Nemes Rush Group, LLC",justin.rush@nemesrush.com,,Salesforce
11094481,Inactive Investor,William Murphy,,PFS Investments Inc. Exton PA 107 John Robert Thomas Dr,,,Salesforce
222576,,Greg Renkas,,[Unknown],gregrenkas@gmail.com,,
11171418,Inactive Investor,Michaela Hasbrouck,,Vanguard Marketing Corporation,michaela_hasbrouck@vanguard.com,,Salesforce
10877954,Inactive Investor,Ellaina Dibenedetto,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",ellaina.dibenedetto@ml.com,,Salesforce
11068552,Inactive Investor,Kyle Rizzo,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",kyle.j.rizzo@nm.com,,Salesforce
10552161,,Jeffrey Crowley,,,crowley_jeffrey@outlook.com,,Web Form Fillout
10845782,Inactive Investor,Dennis Durocher,Financial Advisor;Vice President,LPL Financial LLC Menasha WI Private Residence,dennis.durocher@lplfinancial.com,,Salesforce
10908661,Inactive Investor,Terry Hartnett,,"MML Investors Services, LLC Dubois PA 150 W Dubois Ave",thartnett@financialguide.com,,Salesforce
9552335,,Roswell Mason,,,fort@cfswealth.com,,List import
11078570,Inactive Investor,Leo Stevenson,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wyandotte MI 2912 Biddle Ave",leo_stevenson@ml.com,,Salesforce
11233703,Inactive Investor,Oladiapupo Osibodu,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9558360,,Timo Kipp,,,timokipp@gmail.com,,List import
9573467,,Jason Shevland,,,jshevland@brinkercapital.com,,List import
10926580,Inactive Investor,Olivia Moeller,,Citigroup Global Markets Inc.,olivia.moeller@citigroup.com,,Salesforce
248962,,Desislava Karakoleva,Business Planning & Strategy - Bulgaria & Romania,Just Eat Takeaway.com,desi.karakoleva@gmail.com,,Manual List Upload
10841127,Inactive Investor,Kerri Matthews,Client Service Associate,UBS Financial Services Inc. Wilmington DE 20 Montchanin Rd,kerri.matthews@ubs.com,,Salesforce
11146756,Inactive Investor,Monica Mallory,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,monica.mallory@fidelity.com,,Salesforce
10920275,Inactive Investor,Colleen Boggess,,"Stifel, Nicolaus & Company, Incorporated Athens GA 394 Milledge Ave",,,Salesforce
11118205,Inactive Investor,Shawn Borisoff,,"RBC Capital Markets, LLC San Francisco CA 2 Embarcadero Ctr",,,Salesforce
11233777,Inactive Investor,Bryce Nightlinger,,Fidelity Brokerage Services LLC,,,Salesforce
11027919,Inactive Investor,Sophia Bokhari,,J.P. Morgan Securities LLC Philadelphia PA 1636 Walnut St,sophia.bokhari@jpmorgan.com,,Salesforce
9598926,,Clara Basile,,,clara@avaloncapital.com,,List Import
11233688,Inactive Investor,Ken Jo,,Fidelity Brokerage Services LLC,,,Salesforce
10646869,,Jeffrey Erwin,,,jeff.erwin@lpl.com,,List Import
10917879,Inactive Investor,Norman Beckoff,Principal,"Prestige Capital Management, LLC",,,Salesforce
10919756,Inactive Investor,Kyle Thomas,Regional Director,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",kyle.thomas@prudential.com,,Salesforce
11181818,Inactive Investor,Kenneth Steele,Financial Professional,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
11115047,Inactive Investor,Eligio Peraza Huizi,,Insigneo International Financial Services LLC San Juan PR 235 Calle Federico Costa,,,Salesforce
11045704,Inactive Investor,Luis Tacoaman Palan,,J.P. Morgan Securities LLC Ridgewood NY 6067 Myrtle Ave,luis.tacoaman-palan@jpmorgan.com,,Salesforce
11169017,Inactive Investor,Jeffrey Arburn,,"Osaic Wealth, Inc. Campbell CA 880 E Campbell Ave",,,Salesforce
11142636,Inactive Investor,Hugh Dzenis,Retirement Planning Specialist,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",hugh.dzenis@equitable.com,,Salesforce
7219453,,andrew wang,,,andrew.wang@sunlife.com,,Web form fillout
11042929,Inactive Investor,Robert Becker,Financial Advisor,Edward Jones Kansas City MO 9001 State Line Rd,robert.becker@edwardjones.com,,Salesforce
10905716,Inactive Investor,Barbara Miller,,PNC Investments Mechanicsburg PA 2 E Main St,barbara.miller@pnc.com,,Salesforce
9616300,,Misiunas Tadas,,,tmisiunas@usfunds.com,,List import
11181716,Inactive Investor,Mary Carr,,Morgan Stanley Reading PA 1350 Broadcasting Rd,mary.t.carr@morganstanley.com,,Salesforce
11067959,Inactive Investor,John Long,,"Total Clarity Wealth Management, Inc Lisle IL Private Residence",jlong@totalclaritywealth.com,,Salesforce
9621837,,Matthew Rozyczka,,,matthewr@dietrichfoundation.net,,List import
11073284,Inactive Investor,Casey Shure,Partner;Wealth Advisor,Corient Wayne PA 485 Devon Park Dr,casey.shure@corient.com,,Salesforce
11015357,Inactive Investor,Gerald Bruzek,,Mutual of America Securities LLC Minneapolis MN 8300 Norman Center Dr,gerald.bruzek@mutualofamerica.com,,Salesforce
11201937,Inactive Investor,Jeremy Ruwoldt,,"Bankers Life Securities, Inc. Milwaukee WI 2448 S 102nd St",jeremy.ruwoldt@bankerslife.com,,Salesforce
10612417,,Anthony Rizzuto,Financial Advisor,,anthony.f.rizzuto@ampf.com,,List Import
11194640,Inactive Investor,Carl Logan,,"Transamerica Financial Advisors, Inc Lake Mary FL 801 International Pkwy",carl.logan@tfaconnect.com,,Salesforce
10898508,Inactive Investor,Robert Lemone,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,robert.lemone@morganstanley.com,,Salesforce
9586883,,Mark Finerman,,,inquiry@loancore.com,,List import
11063807,Inactive Investor,Ashley Montgomery,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10872433,Inactive Investor,Randy Ziegler,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,randy.ziegler@primerica.com,,Salesforce
10982077,Inactive Investor,Brooke Reichwald,,"Kestra Investment Services, LLC Green Bay WI 2050 Riverside Dr",,,Salesforce
11151538,Inactive Investor,Gabriel Carvalho,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gabriel.carvalho@fmr.com,,Salesforce
10658827,,Gary Sackman,,,gary.sackman@lpl.com,,List Import
10975629,Inactive Investor,Patrick Stuart,Senior Investment Manager,"Saddock Wealth, LLC",pstuart@saddockwealth.com,,Salesforce
11033622,Inactive Investor,Jeff Parker,,"Farmers Financial Solutions, LLC Clearfield UT 2179 W 1800 N",jparker2@farmersagent.com,,Salesforce
10940373,Inactive Investor,Abelardo Castro-Hurtado,,State Farm VP Management Corp. Chambersburg PA 904 Lincoln Way W,abel.castro.t2k9@statefarm.com,,Salesforce
10613209,,Michael Pirozzi,"Financial Advisor, Senior Financial Advisor",,michael_pirozzi@ml.com,,List Import
10785282,Inactive Investor,Mathew Medcraff,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Oklahoma City OK 1200 NW 63rd St,mathew.d.medcraff@chase.com,,Salesforce
10696459,,Denis Walsh,,Money Concepts,denis@moneyconcepts.com,,List Import
9560038,,Alfred Gilbert,,,algilbert@fsrp.net,,List import
10878542,Inactive Investor,Frederick Wright,Financial Advisor,LPL Financial LLC Succasunna NJ 15 Commerce Blvd,frederick.wright@lpl.com,,Salesforce
10936231,Inactive Investor,John Erickson,Chief Compliance Officer;Managing Member;Wealth Management Advisor,JSE Wealth Management LLC,,,Salesforce
11041462,Inactive Investor,Gary Taylor,,PFS Investments Inc. Monroe LA 1707 Shannon St,,,Salesforce
10487710,,Diana Bacon,"Member, Partner, Senior Financial Advisor, Senior Wealth Advisor",Apella Wealth,dbacon@apellacapital.com,,List import
9602089,,Dan C,,,dancharb@hotmail.com,,List import
11074534,Inactive Investor,Daniel Strauss,Senior Financial Advisor,LPL Financial LLC Tucson AZ Private Residence,daniel.strauss@lpl.com,,Salesforce
11185240,Inactive Investor,Darin Driggers,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,driggersd@ceteranetworks.com,,Salesforce
9543037,,Scott Worrell,,,orthoroadster@gmail.com,,List import
11099061,Inactive Investor,Daniel Daly,Assistant Vice President;Wealth Management Associate,Morgan Stanley Waukesha WI 20975 Swenson Dr,daniel.daly@morganstanley.com,,Salesforce
11222132,,Steven Emerson,,,semerson@cfnmail.com,,List Import
10965307,Inactive Investor,Jared Gliem,,PFS Investments Inc. Dillsburg PA 9 N Baltimore St,jgliem@primerica.com,,Salesforce
10800045,Inactive Investor,Donald Kunkel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,don.kunkel@ubs.com,,Salesforce
10933798,Inactive Investor,Krystle Kabe,,"Northwestern Mutual Investment Services, LLC Manhattan Beach CA 1230 Rosecrans Ave",krys.kabe@nm.com,,Salesforce
9557912,,Cecilia Puno,,,cecilia.puno@fmr.com,,List import
11176279,Inactive Investor,Edward Pettegrew,,"Avantax Investment Services, Inc. Cleveland OH 1375 E 9th St",,,Salesforce
10868998,Inactive Investor,Michael Day,,State Farm VP Management Corp. Chickasha OK 124 N 5th St,,,Salesforce
9588619,,Robert Payant,,,bob.payant@voyafa.com,,List import
11036412,Inactive Investor,Keith Levitt,Senior Investment Consultant,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,klevitt@rwbaird.com,,Salesforce
11107077,Inactive Investor,Kristen Cortez,,Vanguard Marketing Corporation,kristen_cortez@vanguard.com,,Salesforce
11048877,Inactive Investor,Glenn Wager,Chief Compliance Officer;Financial Planner;Managing Member;Owner;Portfolio Manager,Wager Wealth Management and Financial Planning LLC,glenn@wagerwm.com,,Salesforce
11170452,Inactive Investor,Timothy Kohn,Chief Compliance Officer;CROP;Managing Principal;President;SROP,"Investors Brokerage of Texas, Ltd.",tkohn@investorsbrokerage.com,,Salesforce
10775556,Inactive Investor,Craig Chapman,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Scottsdale AZ 14624 N Scottsdale Rd,,,Salesforce
10819255,Inactive Investor,Michael Albrecht,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",malbrecht@ampf.com,,Salesforce
11156744,Inactive Investor,Melissa Kaufman-Lovell,Director;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,melissa.kaufmanlovell@morganstanley.com,,Salesforce
10972321,Inactive Investor,Jefferson Henderson,Research Analyst,"Cultivar Capital, Inc.",,,Salesforce
11028193,Inactive Investor,Daniel Caldwell,,J.P. Morgan Securities LLC Elizabethtown KY 1200 N Dixie Hwy,daniel.caldwell@jpmorgan.com,,Salesforce
10961318,Inactive Investor,Matthew Stearns,Chief Compliance Officer;Chief Executive Officer;Founder;Owner;President,Brookhouse Advisors,matt@milmoneymanagement.com,,Salesforce
183674,,Juyong Jang,,[Unknown],ngneerjang@gmail.com,,Content
10796318,Inactive Investor,James Mayer,Branch Manager;Managing Director,"Wells Fargo Clearing Services, LLC Ashtabula OH 3705 State Rd",james.mayerjr@wellsfargoadvisors.com,,Salesforce
11140301,Inactive Investor,Colin Cronin,,Fidelity Brokerage Services LLC,,,Salesforce
10759680,Inactive Investor,Kathy Day,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",kathy.day@wellsfargoadvisors.com,,Salesforce
11086422,Inactive Investor,Julius Scott,,J.P. Morgan Securities LLC Palo Alto CA 3223 Hanover St,julius.scott@jpmorgan.com,,Salesforce
198883,,Benjamin Sun,,[Unknown],bsun92@gmail.com,,Content
10993660,Inactive Investor,Shawn Shields,Premier Banker,"Wells Fargo Clearing Services, LLC Atlanta GA 2349 Cheshire Bridge Rd NE",,,Salesforce
10851547,Inactive Investor,Ian Foster,Co-Founder;Managing Member;Principal,"Innova Wealth Partners, LLC",ifoster@myinnovawealth.com,,Salesforce
4357008,,Daniel Bryan,,,sarayorn@putrajayabaya.skom.id,15613708272,Web Form Fillout
218347,,kelvin long,,[Unknown],kelvin.long0524@gmail.com,,Direct
9630860,,Paul Lee,,,paullee010173@googlemail.com,,List import
8781868,,Thad Konopnicki,,Self,konopnicki1@gmail.com,7038878111,Web Form Fillout
9620134,,Anthony Mossa,,,tonymossa@mossainsurance.com,,List import
11147083,Inactive Investor,Troy Nicols,,LPL Financial LLC Janesville WI Private Residence,troy.nicols@lpl.com,,Salesforce
9577391,,dimas pratama,,,jhony.alamsah@gmail.com,,List import
371940,,Amul Thakraal,,United States,amul@nbngear.com,,Salesforce
11290186,,Alphonso Eiland,,,abeeiland@gmail.com,6196354715,Web Form Fillout
10616338,,Timothy Luby,,,tj.luby@ml.com,,List Import
11200866,Inactive Investor,Melissa Pirosko,Wealth Manager,Confluence Financial Partners,melissa.pirosko@confluencefp.com,,Salesforce
10965062,Inactive Investor,Joseph Davidson,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",joseph.b.davidson@nm.com,,Salesforce
10892182,Inactive Investor,Martin Salvino,,State Farm VP Management Corp. Alsip IL 5159 W 111th St,martin.salvino.l8f2@statefarm.com,,Salesforce
10897259,Inactive Investor,Rickey Carlson,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",rickey.carlson@valic.com,,Salesforce
11234201,Inactive Investor,Jeremy Vidmar,,"The Leaders Group, Inc.",,,Salesforce
11202640,Inactive Investor,Richard Johnson,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,richard.johnson@fidelity.com,,Salesforce
10801317,Inactive Investor,Eric Johnson,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Winter Haven FL 295 1st St S,eric.e.johnson@ubs.com,,Salesforce
11157639,Inactive Investor,Christopher Hopper,Financial Advisor,LPL Financial LLC Houston TX 915 Heights Blvd,cleet.hopper@lpl.com,,Salesforce
42045,,James Giltner,,"MML Investors Services, LLC",jgiltner@massmutual.com,216-520-2160,
10757224,Inactive Investor,Matthew Bernacchia,Assistant Vice President;Private Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10817953,Inactive Investor,Patricia Cashman,,PFS Investments Inc. Urbandale IA 3220 100th St,patricia.cashman@primerica.com,,Salesforce
62680,,Chad Henke,Financial Consultant,Thrivent Investment Management Inc.,chad.henke@thrivent.com,952-442-8461,
10824337,Inactive Investor,Craig Johnston,President,"Fiduciary Counsel, Inc. Englewood CO 13000 E Control Tower Rd",craig@fiduciary-counsel.com,,Salesforce
10782824,Inactive Investor,Carmen Hursey,,"Wells Fargo Clearing Services, LLC",carmen.reed@wellsfargoadvisors.com,,Salesforce
10896643,Inactive Investor,Jacob Perry,,LPL Financial LLC Spokane WA 201 W North River Dr,jacob.perry@lpl.com,,Salesforce
142066,,Jason Lauderback,"Manager - National Accounts, Vice President",Calamos,jlauderback@calamos.com,630-245-7200,
10505903,,Doug White,fa,Raymond James,doug.white@raymondjames.com,806-378-8000,List import
11057876,Inactive Investor,Gage Lewis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
230837,,Chuck Stanley -,,Chuck Stanley [[Unknown]],stanlchuck29@gmail.com,,Content
10830527,Inactive Investor,Torry Scott,,Cary Street Partners Austin TX 7000 N Mo Pac Expy,tscott@carystreetpartners.com,,Salesforce
10764820,Inactive Investor,Lisette Cerra,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 1225 S Main St",lisette.cerra@ml.com,,Salesforce
11177744,Inactive Investor,Thomas Buettner,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",thomas.buettner@nm.com,,Salesforce
343815,,Miguel Escobar,"Director, Anaylst, manager","Gia Partners, Llc.",mescobar@giallc.com,212-893-7810,Manual List Upload
11136833,Inactive Investor,Sandra-Dee Goulding,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Paterson NJ Private Residence",sandradee.goulding@tiaa.org,,Salesforce
11024135,Inactive Investor,Michelle Kiehne,,"Allstate Financial Services, LLC Wildwood MO 16828 Manchester Rd",mkiehne@allstate.com,,Salesforce
10758725,Inactive Investor,William Zeitz,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 9442 N Capital of Texas Hwy",bill.zeitz@wellsfargoadvisors.com,,Salesforce
10857199,Inactive Investor,Stephen McGuirk,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10644019,,Connor Roll,,,connor.roll@jpmorgan.com,,List Import
11182425,Inactive Investor,Emily Chang,Founding Partner;Managing Director;Member;Principal,"7Summit Advisors, LLC",,,Salesforce
10794053,Inactive Investor,James Haynes,Financial Advisor;Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Ponte Vedra Beach FL 818 A1A N",james.haynes@wellsfargoadvisors.com,,Salesforce
11169175,Inactive Investor,Barbara Perrault,,"Raymond James Financial Services, Inc. Duluth MN 11 E Superior St",,,Salesforce
9606329,,Robert Beach,,,rb@salemcounsel.com,,List import
9607157,,Jude Onah,,,jeudthaddeus@gmail.com,,List import
11084228,Inactive Investor,Thirupathy Nathan,,Cetera Financial Specialists LLC Glenview IL 1741 Monterey Dr,thirupathy.nathan@ceterafs.com,,Salesforce
10821323,Inactive Investor,Jeffery Jordan,Assistant Vice President;Regional Manager,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10854047,Inactive Investor,Hans Ewert,Investment Advisor Representative;Senior Vice President;Vice President;Wealth Advisor,"Alpha Cubed Investments, LLC",hewert@alphacubedinvestments.com,,Salesforce
11148278,Inactive Investor,Christopher Bowens,,NYLIFE Securities LLC Albany NY 1031 Watervliet Shaker Rd,cbowens@ft.newyorklife.com,,Salesforce
11051604,Inactive Investor,David Patston,Investment Consulting;Owner,"David B. Patston, CPA, CFA Denver CO 1610 Wynkoop St",dave@davidpatston.com,,Salesforce
10809634,Inactive Investor,Joseph Woo,Consulting Group Analyst;Financial Planning Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
11220239,,Alexander Mclellan,,,alexander_mclellan@vanguard.com,,Other
10807088,Inactive Investor,Steve Braunberger,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Jamestown ND 723 1st Ave S",,,Salesforce
11207369,Inactive Investor,Thomas Walsh,,"Raymond James Financial Services, Inc. Capitola CA 2121 41st Ave",thomas.walsh@raymondjames.com,,Salesforce
9553478,,Glenn Movish,,,amg@assetmgnt.com,,List import
11049794,Inactive Investor,Brian Zucker,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
10760036,Inactive Investor,Ann Stiness,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",ann_stiness@ml.com,,Salesforce
11052207,Inactive Investor,Kraig Manion,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,kraig.manion@jpmorgan.com,,Salesforce
11115672,Inactive Investor,Michael Sheedy,,Fidelity Brokerage Services LLC,michael.sheedy@fidelity.com,,Salesforce
10855932,Inactive Investor,Daniel McNabb,Partner;Portfolio Manager,Chicory Wealth,danielmcnabb@chicorywealth.com,,Salesforce
11169210,Inactive Investor,Joshua Stier,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
221895,,Daniel Watson,,[Unknown],danwatto@gmail.com,,Direct
207379,,William Bron,,[Unknown],gbron07@gmail.com,310 487-0022,
10863192,Inactive Investor,Scott Goginsky,Member;Partner;Portfolio Manager;Research Analyst,Biondo Investment Advisors LLC,sgoginsky@thebiondogroup.com,,Salesforce
10952951,Inactive Investor,Samantha Coons,,J.P. Morgan Securities LLC Urbana IL 405 N Broadway Ave,samantha.w.coons@chase.com,,Salesforce
11097994,Inactive Investor,Jean Elzayek,Chief Compliance Officer,Householder Group Estate & Retirement Specialists,jelzayek@householdergroup.com,,Salesforce
9627450,,David Otero Luna,,,litheum@mail.com,,List import
10850327,Inactive Investor,Laura Devries,Associate Financial Advisor,"Ameriprise Financial Services, LLC Manteca CA 250 Cherry Ln",laura.m.devries@ampf.com,,Salesforce
10778796,Inactive Investor,Jensen Moock,First Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,jensen.moock@ubs.com,,Salesforce
10958700,Inactive Investor,Johnathan Strieter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
11147106,Inactive Investor,Jeffrey Mishol,Financial Advisor,LPL Financial LLC Danvers MA 150A Andover St,jeff.mishol@lpl.com,,Salesforce
9551708,,Luis Rosa,,,luis.rosa@leadersgroup.net,,List import
10826098,Inactive Investor,Walter Tramontin,Financial Advisor;First Vice President,Morgan Stanley San Antonio TX 7600 Broadway,walter.p.tramontin@morganstanley.com,,Salesforce
9555288,,Eunie Lee,,,eunielee@financialguide.com,,List import
11109688,Inactive Investor,Christian Boehmer,,"Pruco Securities, LLC. Overland Park KS 10801 Mastin St",christian.boehmer@prudential.com,,Salesforce
11186874,Inactive Investor,Russell Murdock,Managing Member;President,"Seabreeze Capital Management, LLC",rmurdock@seabreeze-capital.com,,Salesforce
9545017,,Lori Sherman,,,lori@stewartandpatten.com,,List import
10848989,Inactive Investor,James Magaziner,Financial Advisor,LPL Financial LLC Shawnee KS Private Residence,james.magaziner@lpl.com,,Salesforce
10867909,Inactive Investor,Prabodh Mathur,,Citigroup Global Markets Inc. Iselin NJ 99 Wood Ave S,,,Salesforce
11162950,Inactive Investor,Carolina Castillo,,Bolton Global Capital Fort Lauderdale FL 55 Weston Rd,ccastillo@boltonglobal.com,,Salesforce
10824163,Inactive Investor,Richard Medich,,"Raymond James Financial Services, Inc. Columbus OH 5001 Horizons Dr",rick.medich@raymondjames.com,,Salesforce
10795047,Inactive Investor,Scott Warshaw,Financial Advisor,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",swarshaw@financialguide.com,,Salesforce
9596963,,Frank Sands,,,fsands@sandscap.com,,List import
11105220,Inactive Investor,Patricia Coello,,EFG Capital International,,,Salesforce
10841863,Inactive Investor,Steve Shepherd,Financial Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",steve.shepherd@ampf.com,,Salesforce
9587184,,Sean Jacoby,,,silvron@aol.com,,List import
11005033,Inactive Investor,Austin Decker,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 301 Commerce St",austin.decker@ml.com,,Salesforce
173146,,aaron marthaler,,[Unknown],aaron@marthaler.com,,
11126877,Inactive Investor,Ryan Clements,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",ryan.clements@rbc.com,,Salesforce
10808545,Inactive Investor,Christopher Mitchell,Financial Advisor;Managing Partner;Member,"IAG Wealth Partners, LLC",cmitchell@iagwealthpartners.com,,Salesforce
210740,,Emiliyan Grozev,,[Unknown],grozev8@gmail.com,,
10922152,Inactive Investor,Gregory Donahue,,LPL Financial LLC Boston MA 396 Commonwealth Ave,gregory.donahue@lpl.com,,Salesforce
9611932,,Byung seob Kim,,,meckor01@naver.com,,List import
11058297,Inactive Investor,Kristen Machain,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",kris.machain@nm.com,,Salesforce
11164990,Inactive Investor,Anthony Hakey,,State Farm VP Management Corp.,anthony.hakey.uxkj@statefarm.com,,Salesforce
10808968,Inactive Investor,Michael Graham,Executive Director,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11228516,Inactive Investor,Lucas Klosterman,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,lucas.klosterman@jpmorgan.com,,Salesforce
11188045,Inactive Investor,Scott Henry,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,,,Salesforce
9610417,,Loreto González,,,lore_9283@hotmail.com,,List import
11234159,Inactive Investor,Mason Cude,,"Osaic Wealth, Inc. Edmond OK 30 E Campbell St",,,Salesforce
11234172,Inactive Investor,Pawan Rai,,Evercore Group L.L.C.,,,Salesforce
11209671,Inactive Investor,Kenny Dodson,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Operations Officer;President;Principal,"The Wealth Advantage Group, Inc.",kdodson@wealthadvantagegroup.com,,Salesforce
11130674,Inactive Investor,Joseph Brunette,,J.P. Morgan Securities LLC Kirkland WA 6811 132nd Ave NE,joseph.brunette@jpmorgan.com,,Salesforce
10949769,Inactive Investor,Ronald Sowards,,NYLIFE Securities LLC Heath OH Private Residence,rjsowards@ft.newyorklife.com,,Salesforce
11103545,Inactive Investor,Erin Vasseur,Financial Advisor,"TruWealth Advisors, LLC",erin.vasseur@twadvisor.com,,Salesforce
11098095,Inactive Investor,John Palmieri,,Maxim Group LLC Red Bank NJ 68 White St,jpalmieri@maximgrp.com,,Salesforce
9617094,,Richard Mayo,,,richard@gamecreekcapital.com,,List import
11170635,Inactive Investor,Kimberly Speer,Director;Operational Risk Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 100 N Tryon St",,,Salesforce
10963571,Inactive Investor,Corrigan Garcia,Associate,Edward Jones Alvin TX 1601 S Gordon St,,,Salesforce
11018385,Inactive Investor,Andrew Stern,Managing Director;Partner,"Beacon Pointe Advisors, LLC Bridgehampton NY 2488 Montauk Hwy",astern@beaconpointe.com,,Salesforce
10901138,Inactive Investor,Jackson Hudnall,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jackson.hudnall@jpmorgan.com,,Salesforce
10494455,,Cody Lummus,"Chief Compliance Officer, Chief Executive Officer, Managing Member",Delos Wealth Advisors,cody@delosca.com,,List import
11048533,Inactive Investor,David Zech,,State Farm VP Management Corp. Junction City OR 321 Holly St,,,Salesforce
350831,,Dale Pescatore,Vice President,"Palladium Equity Partners Advisor, Llc",dpescatore@palladiumequity.com,212-218-5150,Manual List Upload
10786395,Inactive Investor,Robert Hammond,,Goldman Sachs & Co.,robert.hammond@gs.com,,Salesforce
10840175,Inactive Investor,Preston Ragonese,Financial Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,preston.ragonese@ubs.com,,Salesforce
11097323,Inactive Investor,Tiffany Fahnhorst,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",tiffany.d.fahnhorst@ml.com,,Salesforce
11014283,Inactive Investor,Stephanie Fagan,,"Avantax Investment Services, Inc.",,,Salesforce
10866656,Inactive Investor,Dorothy Mitchum,,PFS Investments Inc. Moncks Corner SC 314 Rembert C Dennis Blvd,dorothy.mitchum@primerica.com,,Salesforce
11156394,Inactive Investor,Chad Martin,,Edward Jones Hutto TX 208 N Fm 1660,,,Salesforce
9572633,,William Boardman,,,wboardman@chiltoninc.com,,List import
10956480,Inactive Investor,Dinorah Sanchez,Financial Advisor,J.P. Morgan Securities LLC Palm Desert CA 78152 Varner Rd,dinorah.sanchez@jpmorgan.com,,Salesforce
11079848,Inactive Investor,John Ferrara,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10836446,Inactive Investor,Paul Mante,Senior Vice President - Investments,GMS Group Boca Raton FL 2600 N Military Trl,pmante@gmsgroup.com,,Salesforce
117577,,Joseph Stephens,Financial Advisor,"Principal Securities, Inc.",stephens.joe@principal.com,205-639-9800,
10999460,Inactive Investor,Ula Jebara,,J.P. Morgan Securities LLC Buffalo NY 572 Amherst St,ula.jebara@jpmorgan.com,,Salesforce
11072118,Inactive Investor,Joshua Miller,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11074122,Inactive Investor,Michael Graham,Sales Assistant,"Equitable Advisors, LLC Wilmington OH 1929 Rombach Ave",michael.graham@equitable.com,,Salesforce
11109011,Inactive Investor,Lynn Dilley,,PFS Investments Inc. Bethel CT 6 Berkshire Blvd,lynn.dilley@primerica.com,,Salesforce
10889255,Inactive Investor,Andrew Dyba,,PFS Investments Inc. Cedar Park TX 1320 Arrow Point Dr,,,Salesforce
11100663,Inactive Investor,Russell Barber,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9571815,,Mark Urban,,,urbanm4193@gmail.com,,List import
10902228,Inactive Investor,Cristian Rubiano,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
11146128,Inactive Investor,Eric Bingham,Chief Compliance Officer;Founder;Principal,Pamet Advisors LLC Truro MA Private Residence,,,Salesforce
11079352,Inactive Investor,Kristin Chim,Financial Advisor,"CUSO Financial Services, L.P. Prior Lake MN 2573 Credit Union Dr",kristin.southmetro@cusonet.com,,Salesforce
11180637,Inactive Investor,Ngoc Manivanh,Regional Vice President,PFS Investments Inc. Auburn WA 2020 A St SE,ngoc.manivanh@primerica.com,,Salesforce
9563739,,Hong Kim,,,noompooo@gmail.com,,List import
10936967,Inactive Investor,Michael Ingardona,Portfolio Manager;Shareholder;Vice President,"Feldman, Ingardona & Co",mingardona@feldmaningardona.com,,Salesforce
120502,,Austin Costello,Financial Advisor,Capital Consulting & Asset Management,austin.wealthready@ccam.net,402-477-2500,
11150119,Inactive Investor,Michael Blake,,"Kestra Investment Services, LLC Merrick NY 1840 Merrick Ave",,,Salesforce
9599436,,Rhonda Maxwell,,,rmaxwell@stratoswealthpartners.com,,List import
11065400,Inactive Investor,Emilio Garcia,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 730 E Park Blvd",emilio.garcia@tfaconnect.com,,Salesforce
10995574,Inactive Investor,Annika Jaques,,Neuberger Berman BD LLC,annika.jaques@nb.com,,Salesforce
9546918,,Helen Chen,,,helen@finnovasia.com,,List import
10877787,Inactive Investor,Morissa Cox,Senior Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11197216,Inactive Investor,George Martinez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",george.martinez@schwab.com,,Salesforce
10780356,Inactive Investor,Ian Arrowsmith,Chief Compliance Officer;Managing Member;Managing Partner;Regulatory Contact,Scarborough Capital Management,iarrowsmith@401kadvice.com,,Salesforce
11103087,Inactive Investor,Vanessa Perez Fernandez,Financial Consultant;Senior Vice President,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",vanessa.perez@popular.com,,Salesforce
11133668,Inactive Investor,Scott Carmody,,"Wells Fargo Clearing Services, LLC Sioux Falls SD 5300 W 41st St",scott.m.carmody@wellsfargo.com,,Salesforce
10644496,,Richard Shuma,,,rshuma@prairiecap.com,,List Import
10781016,Inactive Investor,Jamie Alexander,,Arvest Wealth Management Fayetteville AR 75 N East Ave,,,Salesforce
205273,,Raymond Meadows,,[Unknown],dogrescuewarrior@gmail.com,,source
10789683,Inactive Investor,Justin McNeeley,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,justin.mcneeley@fidelity.com,,Salesforce
10986191,Inactive Investor,Leonardo Delgado,,PFS Investments Inc. Redlands CA 721 Nevada St,leonardol.delgado@primerica.com,,Salesforce
11204660,Inactive Investor,Elisabeth Hinson,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,ehinson@primerica.com,,Salesforce
10613119,,Robert Dawson,Financial Advisor,,robert.dawson@equitable.com,,List Import
9542382,,fefew wwww,,,qwqwqw@qq.com,,List import
10885356,Inactive Investor,Courtney Merlino,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",,,Salesforce
78836,,Pete Lang,President,Lang Capital,pete.lang@langcapital.net,843-757-9400,Manual List Upload
10819506,Inactive Investor,Wesley Hamblin,Financial Advisor,Edward Jones Pittsburg KS 107 E 7th St,wes.hamblin@edwardjones.com,,Salesforce
9600575,,Sophia Feng,,,sophia@destinationwm.com,,List import
11047577,Inactive Investor,Eric Lawton,Financial Advisor,LPL Financial LLC Guilford CT 99 Whitfield St,eric.lawton@lpl.com,,Salesforce
11197353,Inactive Investor,Laurie Augustynek,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",laugustynek@financialguide.com,,Salesforce
10918507,Inactive Investor,Christopher Rydgig,Financial Advisor,Edward Jones Maryville IL 2236 Vadalabene Dr,christopher.rydgig@edwardjones.com,,Salesforce
9640270,,Delfina Palomo,,,dpalomo@calstrs.com,,List import
10846293,Inactive Investor,Frank Sapareto,Owner,FVS Financial,,,Salesforce
349791,,John Cingel,,"Tyler-stone Wealth Management, Llc",john.cingel@lpl.com,216-295-0945,Manual List Upload
10886182,Inactive Investor,Andrew Barco,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11081273,Inactive Investor,Marvin Davis,,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",marvindavis@financialguide.com,,Salesforce
11213181,Inactive Investor,David Monfort,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,david.monfort@fidelity.com,,Salesforce
10657081,,Thomas Koller,,,thomaskoller@allstate.com,,List Import
11095672,Inactive Investor,Bryce Gover,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10840329,Inactive Investor,William Moore,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,william.moore@primerica.com,,Salesforce
11078469,Inactive Investor,Dean Zortman,Financial Advisor,LPL Financial LLC Denver CO 501 S Cherry St,dean.zortman@lpl.com,,Salesforce
9612142,,Peter Sutton,,,peter.t.sutton@securitycapital.com,,List import
10770007,Inactive Investor,Michael Sidoti,Financial Advisor;Vice President,"Hornor, Townsend & Kent, LLC Akron OH 130 Springside Dr",msidoti@htk.com,,Salesforce
11197027,Inactive Investor,Maria Cristela De La Cruz,Officer;Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",cristela.de_la_cruz@ml.com,,Salesforce
11096379,Inactive Investor,Sandra Johnson,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11188008,Inactive Investor,Andy Tembon,,J.P. Morgan Securities LLC Dallas TX 1900 N Akard St,andy.tembon@jpmorgan.com,,Salesforce
10883344,Inactive Investor,Antonius Hendrix,Financial Advisor,Edward Jones Davidson NC 130 Harbour Place Dr,ton.hendrix@edwardjones.com,,Salesforce
9620008,,Alexander Jähnel,,,alex.jaehnel@web.de,,List import
10844709,Inactive Investor,Steven Zeigler,,"Osaic Wealth, Inc. Mechanicsburg PA 4909 Louise Dr",,,Salesforce
2911137,,mauro mocci,,,mauromocci1978@libero.it,,Web Form Fillout
10923465,Inactive Investor,Brian White,,Vanguard Marketing Corporation,brian_white@vanguard.com,,Salesforce
10933319,Inactive Investor,Jeffrey Baclawski,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeffrey.baclawski@schwab.com,,Salesforce
11126049,Inactive Investor,Chaitanya Patel,,"World Investments, Inc.",cpatel@tfsweb.com,,Salesforce
11058570,Inactive Investor,Michael Nerdahl,Financial Advisor,"Ameriprise Financial Services, LLC Stevens Point WI 3241A Business Park Dr",michael.2.nerdahl@ampf.com,,Salesforce
9576936,,Julio Jose,,,julioalves5432@gmail.com,,List import
11167424,Inactive Investor,Muhammad Rashid Sheikh,Vice President,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
9613890,,Fatih Y?lmaz,,,hahalaz11@gmail.com,,List import
10924569,Inactive Investor,Andrea McMillin,Financial Advisor,Edward Jones Independence MO 4911 S Arrowhead Dr,adrea.mcmillin@edwardjones.com,,Salesforce
11157164,Inactive Investor,Michelle Hunnius,,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,michelle.hunnius@morganstanley.com,,Salesforce
10965146,Inactive Investor,Tri Mai,Chief Compliance Officer;Managing Member,"TM Wealth Management, LLC",,,Salesforce
150308,,Diana SANDIGO,,[Unknown],dgsandigo@gmail.com,,Webinar
11095653,Inactive Investor,Dale Lofgren,,LPL Financial LLC Elkhorn NE Private Residence,dlofgren@moneyconcepts.com,,Salesforce
10887725,Inactive Investor,Raymond Sauer,,LPL Financial LLC Sauk Rapids MN 800 Industrial Dr S,raymond.sauer@lpl.com,,Salesforce
10965928,Inactive Investor,Lance Brown,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
53572,,Chris Dibari,,PNC Investments,chris.dibari@pnc.com,513-752-5704,
9610710,,Jonatan Augusto Ville Lubian,,,augusto.cto@xlandholding.com,,List import
10939145,Inactive Investor,Judith Besler,,"Farmers Financial Solutions, LLC Brownfield TX 301 W Broadway St",jbesler@farmersagent.com,,Salesforce
11058951,Inactive Investor,Aaron Loor,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9618788,,John Woodward,,,jwoodward@woodwardandassociates.com,,List import
10821573,Inactive Investor,Mark Ulrich,Senior Portfolio Manager;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",mark.ulrich@ml.com,,Salesforce
11208860,Inactive Investor,Joe Moore,,"Osaic Wealth, Inc. Orange CA 625 The City Dr S",,,Salesforce
9618588,,Michael Winter,,,michael.winter@surveyor-capital.com,,List import
9548320,,Ronald Kramer,,,ron@kramercpa.com,,List import
9586430,,Michele Tellstone,,,michele@mmwealth.com,,List import
9571458,,Xrp Canada,,,xrpcanada@gmail.com,,List import
10815698,Inactive Investor,Jeffrey Boyanoski,Financial Advisor,"Vicus Capital, Inc. Lewisburg PA 115 Farley Cir",,,Salesforce
11081549,Inactive Investor,Blake Dorsett,Financial Advisor,"Osaic Wealth, Inc. Memphis TN 5050 Poplar Ave",,,Salesforce
9598172,,Leslie Clarke,,,leslie@nbzcpa.com,,List import
10833006,Inactive Investor,Brenda Quinn,,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",brenda.quinn@wfa.com,,Salesforce
10936992,Inactive Investor,Kenneth Weiss,Financial Professional,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
10825699,Inactive Investor,Henry Jordan,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,henry.jordan@ubs.com,,Salesforce
10981363,Inactive Investor,Julie Parks,Associate,Edward Jones Elk River MN 9175 Quaday Ave NE,julie.parks@edwardjones.com,,Salesforce
9581717,,Gideon Greaves,,,gideon@greavescapital.co,,List import
345820,,William Page,Partner,"Bbr Partners, Llc",wpage@bbrpartners.com,212-313-9870,Manual List Upload
11148125,Inactive Investor,Zachary Thornton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,zachary.thornton@fidelity.com,,Salesforce
10915078,Inactive Investor,Ayezah Holmes,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Santa Rosa CA 200 4th St",ayezah.holmes@schwab.com,,Salesforce
10812256,Inactive Investor,Rochelle Bullen,Portfolio Associate,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,rochelle.bullen@morganstanley.com,,Salesforce
11095477,Inactive Investor,Melissa Hereim,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",melissa.j.hereim@ml.com,,Salesforce
342359,,Chris Swanson,Wealth Advisor,Summit Investment Advisory Services,chris@summitinvest.com,651-490-2939,Manual List Upload
9549813,,Wayne Tucker,Mr,Retired,wrtucker@rogers.com,613-590-2142,List import
10764539,Inactive Investor,Troy Montgomery,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,troy.montgomery@fidelity.com,,Salesforce
5138879,,avner hadad,,,avnerh@xnes.co.il, +972545211329,Web Form Fillout
11124424,Inactive Investor,Junaid Shahid,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,junaid.shahid@jpmorgan.com,,Salesforce
11127500,Inactive Investor,Daniel Coda,Financial Planner,"Osaic Wealth, Inc. Honolulu HI 615 Piikoi St",,,Salesforce
10989568,Inactive Investor,Amanda Acosta-Ruiz,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,amanda.acosta-ruiz@leerink.com,,Salesforce
342856,, -,,[[Unknown]],aalmost@163.com,,
10894293,Inactive Investor,Joe Scott,,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",joe.scott@wfa.com,,Salesforce
9591830,,Jeff Fisher,,,jfisher@capitalfin.com,,List import
10932102,Inactive Investor,Ryan Atkinson,Financial Advisor,"Ameriprise Financial Services, LLC Lexington SC 947A E Main St",webb.atkinson@ampf.com,,Salesforce
10902947,Inactive Investor,Michael Fazylov,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
10662226,,Kristen Koonce,,,kristen.koonce@mcadamfa.com,,List Import
10787000,Inactive Investor,Benjamin Alvarez Vicuna,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,benjamin.alvarezvicuna@gs.com,,Salesforce
9615164,,Conor Baxter,,,conorbaxtercb@gmail.com,,List import
9598118,,Bonita Johnson,,,bonita.johnsun@gmail.com,,List import
10875448,Inactive Investor,Richard Rohlfing,,LPL Financial LLC Villa Park IL 1 Tower Ln,richard.rohlfing@lpl.com,,Salesforce
371522,,Jdsksjdjdkiddjjdudjd Djejdufnjdkdndjdjdb,,[Unknown],name@name.com,,Salesforce
11114071,Inactive Investor,Craig Couch,,"Cambridge Investment Research, Inc. Grafton OH 943 Main St",,,Salesforce
10792220,Inactive Investor,Steven Reed,,J.P. Morgan Securities LLC Santa Ana CA 1300 N Main St,steven.reed@jpmorgan.com,,Salesforce
9621218,,william meder,,,wmeder@gmail.com,,List import
11066811,Inactive Investor,Rose Zealand,Junior Financial Planner,"Kahler Financial Group, Inc.",,,Salesforce
11053498,Inactive Investor,Kimberly Margelofsky,Registered Administrative Associate,LPL Financial LLC Fond Du Lac WI 28 W Pioneer Rd,kimberly.margelofsky@lpl.com,,Salesforce
11131559,Inactive Investor,Beth Head,Financial Advisor,Edward Jones Landrum SC 400 E Rutherford St,beth.head@edwardjones.com,,Salesforce
10759991,Inactive Investor,Scott Struble,Vice President - Wealth Management,Morgan Stanley Little Falls NJ 150 Clove Rd,scott.struble@morganstanley.com,,Salesforce
11018661,Inactive Investor,Shelby Hunter,Advisor,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",shelby.hunter@equitable.com,,Salesforce
206243,,Bruce Hunt,President,Rose Valley Asset Management Llc,bhunt@rosevalleyasset.com,610-544-0900,Manual List Upload
9615363,,Brian Krisel,,,kri8806@gmail.com,,List import
11158814,Inactive Investor,Dennis Wilt,Financial Advisor;Senior Vice President,Morgan Stanley Williamsburg VA 437 W Duke of Gloucester St,dennis.wilt@morganstanley.com,,Salesforce
10887292,Inactive Investor,Michael Land,,LPL Financial LLC Chicago IL 736 N Hudson Ave,michael.land@lpl.com,,Salesforce
11023653,Inactive Investor,Jacob Lee,,Park Avenue Securities LLC Villa Park IL 17 W 220 22nd St,,,Salesforce
10935547,Inactive Investor,Lyndsey Dorman,Financial Advisor,LPL Financial LLC Rock Springs WY 230 C St,lyndsey.dorman@lpl.com,,Salesforce
9645109,,Matthew Baker,,,mattbaker295@gmail.com,,List import
9630599,,tom Mchugh,,,tmchugh00@gmail.com,,List import
10619296,,Carlos Gonzalez,,,carlos.a.gonzalez@morganstanley.com,,List Import
10918446,Inactive Investor,Elizabeth Correll,,"Raymond James Financial Services, Inc. Indianapolis IN 10401 N Meridian St",elizabeth.correll@raymondjames.com,,Salesforce
10884408,Inactive Investor,Anne Mosher,Registered Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,anne.mosher@ubs.com,,Salesforce
11217170,,Ngai Pham,,,ngai.pham@jpmorgan.com,,Other
10857003,Inactive Investor,John Sands,Chief Compliance Officer;Principal,"Loudon Investment Management, LLC",jsands@loudoninv.com,,Salesforce
10860330,Inactive Investor,Mitchel Aman,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,mitchel.aman@jpmorgan.com,,Salesforce
10899813,Inactive Investor,Matthew Merrill,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10895582,Inactive Investor,Thomas Dillon,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",stacy.dillon@wellsfargoadvisors.com,,Salesforce
11199574,Inactive Investor,Mark Zeigler,Chief Compliance Officer,"Foguth Wealth Management, LLC.",mark@foguthfinancial.com,,Salesforce
11066198,Inactive Investor,Kenneth Cook,,"Paradigm Equities, Inc.",kcook@mea.org,,Salesforce
10765512,Inactive Investor,Michael Porter,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,,,Salesforce
11047292,Inactive Investor,David Robertson,,LPL Financial LLC Warsaw IN 929 E Center St,david.robertson@lpl.com,,Salesforce
10882523,Inactive Investor,Matthew Perley,Financial Advisor,Edward Jones McHenry IL 2411 W Johnsburg Rd,matt.perley@edwardjones.com,,Salesforce
10934452,Inactive Investor,Silvana Cuadrado,Regional Vice President,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,silvana.cuadrado@primerica.com,,Salesforce
9580963,,David Milich,,,dmilich@cyruscapital.com,,List import
9548329,,Darcy Johnson,,,darcy@fulcrumcapllc.com,,List Import
5209143,,Eric Shults,,,emshults@gmail.com,,Web Form Fillout
95207,,Jim Clarke,Director,Netgrid Communications,jim@netgrid.org,,
9622047,,Jeff Lu,,,jeffreylu85@gmail.com,,List import
10884460,Inactive Investor,Angela Silva,Financial Advisor,Edward Jones Modesto CA 3020 Floyd Ave,angela.silva@edwardjones.com,,Salesforce
11116959,Inactive Investor,Keith Lundeen,,"Pruco Securities, LLC. Moline IL 1627 5th Ave",keith.lundeen@prudential.com,,Salesforce
11102703,Inactive Investor,Keith Bartels,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11255617,,Mike Smith,,,mike@hoffandmazor.com,,Web Form Fillout
11162942,Inactive Investor,Raymond George,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Garden City NY 1200 Franklin Ave,raymond.george@morganstanley.com,,Salesforce
11010591,Inactive Investor,Michael Mullins,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10658782,,Siearra Anderson,,,siearra.anderson@chase.com,,List Import
11202025,Inactive Investor,Richard O'Leary,Managing Partner,"Red Hills Capital, LLC",richard@redhillscapital.com,,Salesforce
11089861,Inactive Investor,Gregory Brown,,"Avantax Investment Services, Inc. Portsmouth OH 839 Gallia St",,,Salesforce
9638415,,Roshel Isakharov,,,risakharov@offitcapital.com,,List import
10902053,Inactive Investor,Ernesto Rangel Aguilera,Chief Financial Officer;Chief Investment Officer;Vice President,"LifeInvest Wealth Management, Ltd",,,Salesforce
9630848,,Tossapol Rajchaderm,,,n.korn1984@gmail.com,,List import
11235645,Inactive Investor,Fred Wood,,Rivertree Wealth,,,Salesforce
11186331,Inactive Investor,Ryan Byars,,"Stifel, Nicolaus & Company, Incorporated",byarsr@stifel.com,,Salesforce
10881372,Inactive Investor,Molly Chase,Financial Advisor;Portfolio Manager;Trading Department Manager,"Northern Capital Management, Inc.",molly@northernwelcome.com,,Salesforce
10882642,Inactive Investor,Jeffrey Tilson,Chief Compliance Officer;Investment Advisor;President,JST Investment Consulting,jeffrey@jstinvestco.com,,Salesforce
9633171,,Nadia Gharacholou,,,ngh37211@gmail.com,,List import
9605547,,Ricardo Barbosa,,,ricardobg02@hotmail.com,,List import
9633791,,Akash Patel,,,aapatel249@gmail.com,,List import
11092183,Inactive Investor,Brian McHugh,Financial Advisor,Morgan Stanley Portland ME 100 Middle St,brian.mchugh@morganstanley.com,,Salesforce
11218724,,Todd Payne,,,toddpayne@ofgfinancial.com,,Other
11221326,,Dominic Bruno,,,dbruno@firstrepublic.com,,List Import
112701,,Mohit Dhawan,,RD Capital Ltd,rdcapitalltd@gmail.com,7976238475,
11176773,Inactive Investor,Vijaya Fincher,Senior Client Service Associate,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",viju.fincher@raymondjames.com,,Salesforce
11155705,Inactive Investor,Bryan Imanishi,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,bimanishi@ft.newyorklife.com,,Salesforce
344808,,Robert Wujtowicz,Managing Director,Interocean Wealth Management Llc,rwujtowicz@ioadvisors.com,312-698-6900,Manual List Upload
9614250,,ALAIN ELIAS RODRIGUEZ MARIATEGUI,,,aeliasrm@gmail.com,,List import
11036521,Inactive Investor,Danna Kennedy,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,,,Salesforce
10647711,,Kimberly Lorenz,,,klorenz@merceradvisors.com,,List import
11236591,Inactive Investor,Jeremy Wagner,Associate Wealth Advisor,"Emergent Wealth Advisors, LLC",jeremy@emergentwa.com,,Salesforce
11053521,Inactive Investor,Adam Russell,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Private Wealth Advisor,Russell Wealth Advisors,,,Salesforce
11086136,Inactive Investor,Jared Streit,,"Allstate Financial Services, LLC Minneapolis MN 1155 Ford Rd",jaredstreit@allstate.com,,Salesforce
1001671,Inactive Investor,Bill Malloy,Board Member & President,Malloy & Company,bill@swayvc.com, +1 415 964 5192,
10947199,Inactive Investor,William Peek,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",hpeek@cartyco.com,,Salesforce
10822711,Inactive Investor,Daniel Karkosh,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,daniel.karkosh@primerica.com,,Salesforce
11118588,Inactive Investor,Gregory Compa,,Coinbase Capital Markets Corp New York NY 55 Hudson Yards,,,Salesforce
10781262,Inactive Investor,Brian Jones,Senior Consultant;Vice President,BNY Mellon Securities Corporation New York NY 240 Greenwich St,jones.b@dreyfus.com,,Salesforce
10922767,Inactive Investor,Fernando Arguello,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10646642,,David Bauer,,,dbauer@rwbaird.com,,List Import
10787602,Inactive Investor,George Yazbeck,,UBS Financial Services Inc.,george.yazbeck@ubs.com,,Salesforce
10783100,Inactive Investor,Keith Weidemann,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sugar Land TX 15958 City Walk,keith.weidemann@ubs.com,,Salesforce
11096211,Inactive Investor,Phillip Natale,,"Equitable Advisors, LLC Warren OH 6859 Shaffer Rd NW",phillip.natale@equitable.com,,Salesforce
11085729,Inactive Investor,Brent Cowin,,J.P. Morgan Securities LLC Las Vegas NV 8524 W Lake Mead Blvd,brent.cowin@chase.com,,Salesforce
11042945,Inactive Investor,Nicholas Beckman,,"Avantax Investment Services, Inc. Buffalo NY 2562 Walden Ave",,,Salesforce
10974161,Inactive Investor,Eric Estelle,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,eric.estelle@edwardjones.com,,Salesforce
10977281,Inactive Investor,Shane Hughes,,LPL Financial LLC Parsons KS 1603 Crawford Ave,shane.hughes@lpl.com,,Salesforce
10489874,,John Lopez,,"Eagle Financial Advisors, LLC",guitar_master55@hotmail.com,,List Import
11231853,Inactive Investor,John Kim,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11212930,Inactive Investor,Jaime Aguilera,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sierra Vista AZ 3148 E Fry Blvd",jaime.aguilera@ml.com,,Salesforce
9562168,,John Fish,,,john.fish@atcoretec.com,,List import
11190723,Inactive Investor,Randall Fidler,Registered Principal,LPL Financial LLC Tulsa OK 7335 S Lewis Ave,shane.fidler@lpl.com,,Salesforce
9615254,,wan li,,,bailiacan@163.com,,List import
11089700,Inactive Investor,Anthony Tranghese,Director - Institutional Consulting;Managing Partner,Fiducient Advisors LLC Windsor CT 100 Northfield Dr,,,Salesforce
238821,,Ntwampe66@gmail.com Gush,,[Unknown],ntwampe66@gmail.com,,
9615684,,petros peftitsis,,,peftitsis_petros@hotmail.gr,,List import
9644464,,jeff saad,,,jeffs47@mail.com,,List import
9586779,,Dane Schultz-Andersen,,,dane.andersen@thrivent.com,,List import
9570577,,Christopher Paryse,,,cparyse@contrariancapital.com,,List import
333942,,Cameron Breitner,Director,Cvc Advisors (u.s.) Inc.,cameron_breitner@cvc.com, -656332,Manual List Upload
10758368,Inactive Investor,Anna Touchard,Resident Director Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dover DE 55 Kings Hwy",anna_touchard@ml.com,,Salesforce
10968713,Inactive Investor,Dennis Waloch,,"Horace Mann Investors, Inc. New Ulm MN 26 S Minnesota St",,,Salesforce
10618764,,Kyle Donley,,,kdonley@ftportfolios.com,,List Import
11071107,Inactive Investor,Crystal Rodricks,Associate Financial Advisor,"Ameriprise Financial Services, LLC Pasadena CA 80 S Lake Ave",crystal.j.rodricks@ampf.com,,Salesforce
10778394,Inactive Investor,George McCall,Financial Planner;Partner,Investment Advisory Group LLC,georgemccall@iagadvisors.com,,Salesforce
10961648,Inactive Investor,Chad Willett,,Fidelity Brokerage Services LLC,,,Salesforce
9567969,,Nadia Karina,,,karina.nadia88@gmail.com,,List import
10914696,Inactive Investor,Maliha Bukhari,Registered Client Associate,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",,,Salesforce
9563388,,Nishan Mootafian,,,nishan.mootafian@ifpadvisor.com,,List import
11182144,Inactive Investor,Kelly Witt,,State Farm VP Management Corp. Ridgeway VA 6494 Greensboro Rd,kellywitt@statefarm.com,,Salesforce
11155028,Inactive Investor,David Alanis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11065605,Inactive Investor,Yuji Fujii,Financial Advisor;Financial Planner;Financial Planning Specialist;First Vice President;Senior Portfolio Manager;Vice President,Morgan Stanley New York NY 399 Park Ave,yuji.fujii@morganstanley.com,,Salesforce
208635,,Ric Edelman,,[Unknown],ric@dacfp.com,,
11116963,Inactive Investor,Thomas Hallman,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Fort Myers FL 3949 Evans Ave",thomas.hallman@prudential.com,,Salesforce
226919,, -,,[[Unknown]],robichaudbernard@videotron.ca,,
10786583,Inactive Investor,Geoffrey Dancey,Chief Compliance Officer;Managing Member;President;Principal,Cutler Capital Management,gdancey@cutlercapital.com,,Salesforce
10955513,Inactive Investor,Reginal Steward,,PFS Investments Inc. Houston TX 11811 North Fwy,reginal.steward@primerica.com,,Salesforce
9553819,,Matt Brown,,,mattdanielbrown@protonmail.com,,List import
11107222,Inactive Investor,Donald Robinson,Financial Representative,"Northwestern Mutual Investment Services, LLC Lumberton MS 4 Arrowhead Pt",don.robinson@nm.com,,Salesforce
11147199,Inactive Investor,Michael Cleary,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10510577,,Marc De Luise,"Director, Listings",Cboe Global Markets,mdeluise@cboe.com,,List Import
11142657,Inactive Investor,Bryan Crolla,Financial Consultant,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",bryan.crolla@equitable.com,,Salesforce
11091038,Inactive Investor,Leslie Gaddis,,Commonwealth Financial Network Raleigh NC 801 Corporate Center Dr,lgaddis@commonwealth.com,,Salesforce
10791961,Inactive Investor,Damon Dyas,Financial Advisor,"Ameriprise Financial Services, LLC Pleasant Ridge MI 24280 Woodward Ave",damon.r.dyas@ampf.com,,Salesforce
9624306,,Thanh Le,,,thanhv08@gmail.com,,List import
9646516,,Tatyanna Flores,,,tatyannaflores43@gmail.com,,List import
233858,, -,,[[Unknown]],shootarg2@gmail.com,,Direct
11159622,Inactive Investor,Kristina Blevins,,Edward Jones Lancaster OH 130 W Chestnut St,kris.blevins@edwardjones.com,,Salesforce
11208490,Inactive Investor,Cole Green,Financial Advisor,Morgan Stanley Riverside CA 3750 University Ave,cole.green@morganstanley.com,,Salesforce
10946831,Inactive Investor,Salvatore Finazzo,Private Client Advisor,J.P. Morgan Securities LLC Roseville MI 20795 E 13 Mile Rd,salvatore.p.finazzo@chase.com,,Salesforce
10963155,Inactive Investor,Andrew Coleman,Owner,Orchard Financial Austin TX 10828 Pall Mall Dr,,,Salesforce
11206257,Inactive Investor,Randy Peterson,,PFS Investments Inc. Sidney IA 2822 Northridge Dr,randy.peterson@primerica.com,,Salesforce
353041,,Bukola Jejeloye,MD,Offline Diplomat,bukola.jejeloye@offlinediplomat.com,,Event
11087669,Inactive Investor,Erin Guarneri,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",erin.guarneri@ml.com,,Salesforce
9643875,,Erick Miller,,,erick@hyperspeed.com,,List import
9621111,,John Rafferty,,,johnvrafferty@gmail.com,,List import
10658077,,Daniel Hirsch,,,daniel.hirsch@sig.com,,List Import
10878023,Inactive Investor,Dena Guthrie,Client Assistant,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,dguthrie@rwbaird.com,,Salesforce
10881761,Inactive Investor,Jesse Niederbaumer,Managing Member;Managing Partner;Regulatory Contact;Senior Wealth Advisor,"Vantage Financial Partners, LLC",,,Salesforce
11016989,Inactive Investor,Jacqueline Vermette,Financial Advisor,"Equitable Advisors, LLC Kalamazoo MI 141 E Michigan Ave",,,Salesforce
9619387,,Josh Lingsch,,,josh.c.lingsch@citadel.com,,List import
11037612,Inactive Investor,Brian Villalta,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",brian.villalta@nm.com,,Salesforce
10881354,Inactive Investor,Osvin Torres,Relationship Manager;Vice President,BNY Mellon Securities Corporation Newport Beach CA 1600 Newport Center Dr,osvin.torres@bnymellon.com,,Salesforce
9570762,,Scott Wilson,,,yangxi1030@gmail.com,,List import
11178002,Inactive Investor,Kamron Terry,Financial Advisor,Edward Jones Shelbyville KY 611 Main St,kamron.terry@edwardjones.com,,Salesforce
9574360,,Jonathan Schwartz,,,jschwartz@newspringcapital.com,,List import
11109514,Inactive Investor,Winslow Hayward,Financial Advisor,LPL Financial LLC Derwood MD 15901 Frederick Rd,winslow.hayward@lpl.com,,Salesforce
11008925,Inactive Investor,Gary Henry,,"Allstate Financial Services, LLC Sand Springs OK 8700 Charles Page Blvd",,,Salesforce
11141477,Inactive Investor,Kenneth Loebel,,"Madison Avenue Securities, LLC Skokie IL 5550 Touhy Ave",kloebel@madisonreps.com,,Salesforce
10953715,Inactive Investor,Alexander Marmitt,,Wintrust Investments LLC Barrington IL 201 S Hough St,amarmitt@wintrustwealth.com,,Salesforce
10951597,Inactive Investor,John Crane,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
9634143,,Nick Lumb,,,lumbnick77@gmail.com,,List import
5987524,,SEM TRETY,,,gidohi1267@cmeinbox.com,,Web Form Fillout
10885783,Inactive Investor,Joseph Kapp,,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",joseph.kapp@ampf.com,,Salesforce
10597755,,Benjamin Brodhead,,,ben@brodheadlaw.com,,Web Form Fillout
9647252,,Enki Yan,,,enki.y@boringdao.com,,List import
5072058,,John Groszek,,,jjgroszek@gmail.com,,Web Form Fillout
11090098,Inactive Investor,Cathy Penabad,,"Empower Financial Services, Inc Pike Road AL Private Residence",cathy.penabad@empower.com,,Salesforce
9609555,,Craig Mako,,,mako8888@gmail.com,,List import
10873584,Inactive Investor,Zheng Mei,,"Allstate Financial Services, LLC Chicago IL 2881 S Archer Ave",zhengmei@allstate.com,,Salesforce
9603246,,Bancha Worapat,,,bancha724@gmail.com,,List import
9640777,,Sandy Hagerman,,,saundra.hagerman@gmail.com,,List import
10807899,Inactive Investor,Beth Davis,Financial Advisor,Edward Jones Freeport PA Private Residence,beth.davis@edwardjones.com,,Salesforce
11183086,Inactive Investor,Mark Bailey,,"Allstate Financial Services, LLC Jacksonville NC 1112 Henderson Dr",markbailey@allstate.com,,Salesforce
9633095,,Dan Jasek,,,daniel@jasek.org,,List import
10835996,Inactive Investor,Jason Slade,,"Raymond James Financial Services, Inc. Goodyear AZ 14950 W Indian School Rd",jason.slade@raymondjames.com,,Salesforce
10818235,Inactive Investor,Madeline Harr,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",madeline.harr@ml.com,,Salesforce
10931291,Inactive Investor,Kristin O'Connell,,MWA Financial Services Inc. De Pere WI 114 1/2 N Broadway,kristin.m.oconnell@mwarep.org,,Salesforce
11157064,Inactive Investor,Mark Wyand,Advisor;Chief Compliance Officer;Founder,Layline Advisors,mark.wyand@laylineadvisors.com,,Salesforce
10890393,Inactive Investor,Jerry Furlong,,"Raymond James Financial Services, Inc. Ocala FL 110 NE 11th Ave",jerry.furlong@raymondjames.com,,Salesforce
11122815,Inactive Investor,Andrew Apple,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 6900 Westcliff Dr",andrew.apple@bofa.com,,Salesforce
11052959,Inactive Investor,Robert Gaston,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",robert.m.gaston@ml.com,,Salesforce
166319,,Ernest Ng,,[Unknown],ernest.ng@gmail.com,,
11014948,Inactive Investor,Bekhruz Davronov,,State Farm VP Management Corp. Brooklyn NY 6608 18th Ave,,,Salesforce
11090475,Inactive Investor,Kristen Parsons,,HSBC Securities (USA) Inc. San Francisco CA 1 Embarcadero Ctr,,,Salesforce
9609572,,nan zhang,,,zn978740431@gmail.com,,List import
9631034,,Paul Hoffmann,,,paul@hoffmanndevelopment.com,,List import
9544659,,Tina Murray,,,tinamariemurray@gmail.com,,List import
10962315,Inactive Investor,Jayden Moore,,"Northwestern Mutual Investment Services, LLC Waterloo IA 3839 Ansborough Ave",jayden.moore@nm.com,,Salesforce
11122328,Inactive Investor,Stuart Vander Velde,Financial Advisor,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,svandervelde@rwbaird.com,,Salesforce
10769420,Inactive Investor,Robert Lieb,Financial Planner,"Pruco Securities, LLC. Port Matilda PA Private Residence",robert.lieb@prudential.com,,Salesforce
10792328,Inactive Investor,Malin Tate,Client Service Associate,"Ameriprise Financial Services, LLC Birmingham AL 2501 20th Place S",malin.h.tate@ampf.com,,Salesforce
9611790,,David MacLeod,,,dmacleod@eclecticassociates.com,,List import
11039183,Inactive Investor,Joshua Rocha,Financial Advisor,LPL Financial LLC San Luis Obispo CA 11545 Los Osos Valley Rd,joshua.rocha@lpl.com,,Salesforce
240289,,Tim Flynn,,[Unknown],tflynn@wickcapitalpartners.com,,
11207547,Inactive Investor,Richard Galgano,Financial Advisor;First Vice President,UBS Financial Services Inc. Belmar NJ 2107 State Rte 34,richard.galgano@ubs.com,,Salesforce
11006426,Inactive Investor,Baback Panahbarhagh,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
9555758,,Bobby Peiffley,,,bobby_peiffley@yahoo.com,,List import
228951,,Carlos Perearnau -,,[[Unknown]],perearnaucarlos@gmail.com,,Direct
11063939,Inactive Investor,Johnson Ubani,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10937914,Inactive Investor,Lee Halperin,,"First Palladium, LLC",,,Salesforce
10945266,Inactive Investor,Nathan Reineke,Advisor;College Planning Specialist,Physician Family Financial Advisors Inc,,,Salesforce
11165564,Inactive Investor,Michael Romano,Financial Advisor;Vice President - Investments,Commonwealth Financial Network Reston VA 1775 Wiehle Ave,michael.romano@wellsfargoadvisors.com,,Salesforce
10494409,,Charles Rosen,"Chief Compliance Officer, Chief Executive Officer, President","CPR Financial & Insurance Services, Inc.",chuck@cprinsurance.com,,List Import
10965847,Inactive Investor,Nicholas Georgette,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
11135540,Inactive Investor,Christina LaFortune,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",christina.lafortune@ml.com,,Salesforce
10805192,Inactive Investor,Randall Ehleringer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 4470 Erin Dr",randall.d.ehleringer@ampf.com,,Salesforce
10943034,Inactive Investor,Kenneth White,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10762735,Inactive Investor,John Stollmeyer,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,john.stollmeyer@morganstanley.com,,Salesforce
10647107,,Joseph Morin,,,joe.morin@nm.com,,List Import
11117943,Inactive Investor,Conor Cetola,,Fidelity Brokerage Services LLC,conor.cetola@fmr.com,,Salesforce
10938839,Inactive Investor,Jeffrey Slavich,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",jeffrey.slavich@equitable.com,,Salesforce
10868478,Inactive Investor,Baljinder Claire,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,bal.claire.l4wv@statefarm.com,,Salesforce
335525,,Rodd Evonsky,Chief Financial Officer,As Birch Grove Lp,revonsky@birchgrovecap.com,212-753-7510,Manual List Upload
246670,,Joseph Pirro,,[Unknown],joseph.pirro@ing.com,,
11133032,Inactive Investor,Maribel Sanchez,,J.P. Morgan Securities LLC San Diego CA 6116 Mission Gorge Rd,maribel.sanchez@jpmorgan.com,,Salesforce
10927030,Inactive Investor,Lori Vinski,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,lvinski@lincolninvestment.com,,Salesforce
1001997,Inactive Investor,Brad Briner,Co-Chief Investment Officer,Willett Advisors,bbriner@willettadvisors.com, +1 212 783 9500,
10792453,Inactive Investor,Theodore Bovard,Chief Executive Officer;Founding Partner;Managing Director;Principal,"Fort Pitt Capital Group, LLC",tbovard@fortpittcapital.com,,Salesforce
11020164,Inactive Investor,Vincent Tamburello,Investment Advisor Representative,Lincoln Investment Holbrook NY Private Residence,vtamburello@lincolninvestment.com,,Salesforce
10929849,Inactive Investor,Kristian Coffey,,Cetera Advisors LLC Woburn MA 100 Sylvan Rd,kristian.coffey@ceteraadvisors.com,,Salesforce
10770678,Inactive Investor,Gerard Williams,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Columbia SC 1320 Main St,byron.williams@morganstanley.com,,Salesforce
222651,,Sunil Khanal,,[Unknown],pranks.khanal@gmail.com,,
10856321,Inactive Investor,Sheila Tomlinson,,"Osaic Wealth, Inc. Middle Haddam CT Private Residence",,,Salesforce
11073137,Inactive Investor,Michael Galli,Financial Advisor;Founder;President,"The Patriot Financial Group, LLC",,,Salesforce
9582604,,David Kidder,,,davidskidder@gmail.com,,List import
11039179,Inactive Investor,Taylor Mccullough,,"Northwestern Mutual Investment Services, LLC Lutz FL 130 Whitaker Rd",taylor.mccullough@nm.com,,Salesforce
9638622,,Sandy Reeves,,,sandyreeves@texashealth.org,,List import
11153040,Inactive Investor,Michael Shea,,Commonwealth Financial Network West Springfield MA 131 Wayside Ave,mshea@commonwealth.com,,Salesforce
10843489,Inactive Investor,Tori Lewis,,LPL Financial LLC Tarpon Springs FL 923 E Klosterman Rd,tori.lewis@lpl.com,,Salesforce
11137716,Inactive Investor,Erich Colet,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",erich.colet@transamerica.com,,Salesforce
11069937,Inactive Investor,Alfred Vanliew,Chairman;Chief Executive Officer;Founding Partner;Managing Partner,Van Liew Capital Inc,avanliew@vanliewtrust.com,,Salesforce
11207867,Inactive Investor,Shelagh Kerrisk,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11213473,Inactive Investor,Milton Mcclain,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11164936,Inactive Investor,Cindy Dilsaver,,"Parkland Securities, LLC Vernal UT 220 W Main St",cdilsaver@parklandrep.com,,Salesforce
11054233,Inactive Investor,Carlos Gonzalez,,"Raymond James Financial Services, Inc. Miami FL 8950 SW 74th Ct",carlos.gonzalez@raymondjames.com,,Salesforce
11084655,Inactive Investor,Dunning Silliman,Associate Vice President;Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,dunning.silliman@morganstanley.com,,Salesforce
10870255,Inactive Investor,David Coughlin,,Aurora Securities Orange Park FL Private Residence,dcoughlin@scfsecurities.com,,Salesforce
11222415,,Omer Kurtas,,,vkurtas@dfgia.com,,List Import
84163,,Marcella Rooney,Core Management Associate,Bridgewater Associates,marcella.rooney@bwater.com,,
84599,,Ahmed Sourour,"Financial Planner, Investment Advisor Representative","MML Investors Services, LLC",asourour@financialguide.com,732-623-5700,
9545233,,Vj Anma,,,vjanma@gmail.com,,List import
10771594,Inactive Investor,Chamila Gunawardane,Director,Morgan Stanley Potomac MD 12505 Park Potomac Ave,chamila.gunawardane@morganstanley.com,,Salesforce
9559097,,Michael Cohen,,,michael.cohen@glassjacobson.com,,List import
11011014,Inactive Investor,Yoochul Chong,,"Farmers Financial Solutions, LLC Gardena CA 18726 S Western Ave",,,Salesforce
10883275,Inactive Investor,Rabinder Sekhon,,Cetera Financial Specialists LLC Los Angeles CA Private Residence,rabinder.sekhon@ceterafs.com,,Salesforce
10821232,Inactive Investor,Janice Resnick,Vice President,Janal Capital Management LLC,,,Salesforce
333124,,Terrence Tedeschi,"Portfolio Manager, Director",Ropes Wealth,terrence.tedeschi@ropeswealth.com,,
11197149,Inactive Investor,Amber Brummit,Financial Advisor,Quad City Investment Center,abrummit@qcbt.com,,Salesforce
11135379,Inactive Investor,Kathleen Vonschlegell,Chief Compliance Officer,"Mar Vista Investment Partners, LLC",kvonschlegell@marvistainvestments.com,,Salesforce
10758238,Inactive Investor,Christopher Tully,Financial Advisor;Vice President - Investments,Oppenheimer & Co. Inc. White Plains NY 360 Hamilton Ave,christopher.tully@opco.com,,Salesforce
10776080,Inactive Investor,William Stern,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley La Jolla CA 1111 Prospect St,william.stern@morganstanley.com,,Salesforce
339352,,Vincent Schott,Secretary,Xpotential Inc.,vin@xpotential.com,908-273-7600,Manual List Upload
11180336,Inactive Investor,John Hudspeth,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marco Island FL Private Residence",john_r_hudspeth@ml.com,,Salesforce
11194857,Inactive Investor,John Ochsner,,Cetera Advisors LLC Seattle WA 3217 W Smith St,john.ochsner@ceteraadvisors.com,,Salesforce
224591,,Tristan Chadwick,,[Unknown],tristan_chadwick@yahoo.com,,
11007618,Inactive Investor,Robert Pugh,Financial Planner,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",bobby.pugh@prudential.com,,Salesforce
10853693,Inactive Investor,Victoria Doyle,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,victoria.doyle@primerica.com,,Salesforce
10779272,Inactive Investor,Robert Bradshaw,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",robert_bradshaw@ml.com,,Salesforce
9590728,,Trish Sullivan,,,trishmv95@yahoo.com,,List import
10570658,,Juan Sihite,,,juansihite.business@gmail.com,,Web Form Fillout
11217342,,Anna Dunlap,,,anna.dunlap@lpl.com,,Other
10973748,Inactive Investor,Joseph Robins,Financial Professional,"Equitable Advisors, LLC Baton Rouge LA 4242 Harding Blvd",joseph.robins2@equitable.com,,Salesforce
10899241,Inactive Investor,Brian Genninger,Regional Supervisory Principal,LPL Financial LLC Lakeland FL Private Residence,brian.genninger@lpl.com,,Salesforce
6400273,,Sorin Amortitu,,,sorin_amortitu@yahoo.com,,Web form fillout
11047286,Inactive Investor,Samuel Shinn,Administrative Associate,LPL Financial LLC Shrewsbury PA Private Residence,samuel.shinn@lpl.com,,Salesforce
10488871,,Gilbert Zepeda,,"Woodbury Financial Services, Inc. Plano TX 3321 Nova Trl",gzepeda@woodburyfinancial.net,214-838-8017,List Import
10836808,Inactive Investor,John McAulay,Financial Advisor,LPL Financial LLC Cary NC 150 Preston Executive Dr,,,Salesforce
10939185,Inactive Investor,William Stracener,,LPL Financial LLC Lafayette LA 1201 Camellia Blvd,william.stracener@lpl.com,,Salesforce
9604658,,John Liscio,,,qualdent@aol.com,,List import
10977088,Inactive Investor,Andreas Verrios,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",verriosa@stifel.com,,Salesforce
10798627,Inactive Investor,Kurtis Kidder,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",kurt.kidder@nm.com,,Salesforce
9611032,,tom knorr,,,tomknorr2@gmail.com,,List import
215783,,Eric Taylor,,"Southland Equity Partners, LLC.",etaylor@southlandep.com,859-381-0555,
11003296,Inactive Investor,Luke Kloosterman,Financial Associate,Thrivent Investment Management Inc. Glendale CA 505 N Brand Blvd,luke.kloosterman@thrivent.com,,Salesforce
11126318,Inactive Investor,James Wagner,Financial Advisor,LPL Financial LLC New Albany IN 3707 Charlestown Rd,james.wagner@lpl.com,,Salesforce
11072004,Inactive Investor,Kelly Martin,,LPL Financial LLC Fishers IN 10100 Lantern Rd,kelly.j.martin@lpl.com,,Salesforce
335357,,John Mullaney,"Head Of Investment Sizing, Investment Analysis","Seminole Advisory Services, Llc",jmullaney@seminolefinancialservices.com,727-331-8444,Manual List Upload
11200407,Inactive Investor,Benn Konner,Managing Director;Managing Director - Private Wealth Management;Private Wealth Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,benn.konner@morganstanleypwm.com,,Salesforce
11185071,Inactive Investor,Ryan Zhao,Investment Counselor Analyst,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,ryan.x.zhao@us.hsbc.com,,Salesforce
11063094,Inactive Investor,Robert Dossett,Chief Compliance Officer;Owner;President,Waypoint Financial Planning LLC,robert@waypointfinancialplanning.com,,Salesforce
10780797,Inactive Investor,Maria Palumbo,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11049216,Inactive Investor,Gregory Banks,,"Farmers Financial Solutions, LLC Bothell WA 18421 104th Ave NE",gbanks@farmersagent.com,,Salesforce
10927114,Inactive Investor,Justin Kim,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11067798,Inactive Investor,Edwin Barnett,,LPL Financial LLC Memphis TN 7906 Players Forest Dr,edwin.barnett@lpl.com,,Salesforce
9641974,,Dino Diano,,,dinodiano@yahoo.com,,List import
9564509,,Olla wealth -,,,rowlandpurple1993@yahoo.com,,List import
10880037,Inactive Investor,Kelsey Summers,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ames IA 2713 Stange Rd",kelsey.summers@tiaa.org,,Salesforce
9561570,,Adrian R. Gardner R.,,,agardner@smartechnexus.org,,List import
11153125,Inactive Investor,David Hines,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11218678,,Bryan Mccaulley,,,bryan.mccaulley@hancockwhitney.com,,Other
7086953,,ty yu ga,,,seyes34664@maazios.com,,Web Form Fillout
10966325,Inactive Investor,Keith Wicklund,,"Harbour Investments, Inc. Roscoe IL 11720 Main St",,,Salesforce
10800697,Inactive Investor,Paul Lukas,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 50 W San Fernando St",paul_lukas@ml.com,,Salesforce
11109959,Inactive Investor,Katie Fehrenbacher,,LPL Financial LLC Olney IL 101 E Main St,katie.fehrenbacher@lpl.com,,Salesforce
10845599,Inactive Investor,Bret Cozewith,Regional Vice President,PFS Investments Inc. Charlotte NC 1819 Charlotte Dr,bret.cozewith@primerica.com,,Salesforce
10872609,Inactive Investor,Teresa Eriksson,Founding Partner;President;Regulatory Contact,Eton Advisors,teresa.eriksson@etonadvisors.com,,Salesforce
10887441,Inactive Investor,Christopher Hynek,Financial Advisor,Edward Jones Marietta GA 800 Kennesaw Ave NW,christopher.hynek@edwardjones.com,,Salesforce
10803943,Inactive Investor,Mary Strong,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",mary.strong@ml.com,,Salesforce
10999692,Inactive Investor,Harry Forst,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,hjrforst@lincolninvestment.com,,Salesforce
10845152,Inactive Investor,John Leatherwood,Financial Consultant,LPL Financial LLC Baton Rouge LA 8235 YMCA Plaza Dr,john.leatherwood@lpl.com,,Salesforce
11121991,Inactive Investor,Erick Eichner,,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",erick.eichner@equitable.com,,Salesforce
350579,,Diane Maciejewski,Investment Advisor Representative,Chicago Investment Advisory Group,diane@ciag.us,708-478-7190,Manual List Upload
11032022,Inactive Investor,John Lemay,,NYLIFE Securities LLC Charleston SC 200 Meeting St,jlemay@ft.newyorklife.com,,Salesforce
11080586,Inactive Investor,Elizabeth Hartman,Financial Advisor,Edward Jones New Bern NC 1316 Commerce Dr,elizabeth.hartman@edwardjones.com,,Salesforce
10984008,Inactive Investor,Patrick Mcguinnis,,"Avantax Investment Services, Inc. South Milwaukee WI 1125 Milwaukee Ave",,,Salesforce
11025343,Inactive Investor,Lisa Hehir,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11001978,Inactive Investor,Justin Thomas,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",justin.thomas@nm.com,,Salesforce
11049637,Inactive Investor,Chad Wood,Financial Advisor;Vice President,"BOK Financial Securities, Inc. Dallas TX 2650 Royal Ln",cwood@bokf.com,,Salesforce
9613511,,Albert Yu,,,albert.b.yu@gmail.com,,List import
11128444,Inactive Investor,Robert Fox,,"Osaic Wealth, Inc. Corpus Christi TX 501 S Tancahua St",,,Salesforce
10847960,Inactive Investor,Russell Allen,Financial Advisor,Edward Jones York PA 2547 S Queen St,russ.allen@edwardjones.com,,Salesforce
10926231,Inactive Investor,Emilio Sosa Arratia,Chief Executive Officer;Chief Investment Officer,Nuclo Wealth,,,Salesforce
10961696,Inactive Investor,Andres Aguero,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,andres.aguero@safra.com,,Salesforce
10971575,Inactive Investor,Erik Villavicencio,,"U.S. Bancorp Investments, Inc. Claremont CA 393 W Foothill Blvd",erik.villavicencio@usbank.com,,Salesforce
9620570,,K Luong,,,onluong@hotmail.com,,List import
11158917,Inactive Investor,Krisstin Petersmarck,Financial Advisor,Bridgeriver Advisors LLC,krisstinp@bridgeriverllc.com,,Salesforce
11055726,Inactive Investor,Brandon Ross,Financial Advisor;Senior Vice President,Morgan Stanley Salt Lake City UT 60 E South Temple,brandon.ross@morganstanley.com,,Salesforce
11145516,Inactive Investor,Sarah Wisniewski,Chief Compliance Officer;Senior Vice President,"The Oak Ridge Financial Services Group, Inc. Playa Del Rey CA Private Residence",swisniewski@oakridgefinancial.com,,Salesforce
10814773,Inactive Investor,Nicholas Centis,Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,nick.j.centis@jpmorgan.com,,Salesforce
11083687,Inactive Investor,Anthony Corrao,,Cetera Advisors LLC New York NY 1460 Broadway,,,Salesforce
10902327,Inactive Investor,Solece Lopez,Client Service Associate,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,,,Salesforce
10487898,,Bill Carter,,"Raymond James Financial Services Advisors, Inc",bill.carter@raymondjames.com,,List Import
8810884,,Alan Campbell,,,albonovich22@yahoo.com,,Web form fillout
9547080,,Tarek Attia,,,tarek.attia@gep.com,,List import
11116777,Inactive Investor,Kristen Letcher-Mcleod,,"U.S. Bancorp Investments, Inc. Lexington KY Private Residence",,,Salesforce
9578976,,Alexander Palumbo,,,alex@ritholtzwealth.com,,List import
9625243,,Aleksandar Boskovic,,,ab3865@columbia.edu,,List import
225623,, -,,[[Unknown]],maximumplus7@gmail.com,,Initial Salesforce Import
11111330,Inactive Investor,Beth Peckman,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,bpeckman@lincolninvestment.com,,Salesforce
10922259,Inactive Investor,Sun Tung-Van,Associate Financial Advisor,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",sandy.tung@ampf.com,,Salesforce
11199085,Inactive Investor,Charles Galli,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",gallic@stifel.com,,Salesforce
11204320,Inactive Investor,Matthew Neyland,Chief Investment Officer,"SK Wealth Management, LLC",mneyland@skwealth.com,,Salesforce
10918431,Inactive Investor,Heather Harden,Branch Manager;Financial Advisor,LPL Financial LLC Bloomington MN Private Residence,,,Salesforce
11192346,Inactive Investor,Ognjen Sosa,Chief Investment Officer;Director,Breckinridge Capital Advisors Inc,ososa@breckinridge.com,,Salesforce
10933577,Inactive Investor,Rebecca Goering,,"The Leaders Group, Inc.",,,Salesforce
10926828,Inactive Investor,Ephimia Coumanakos,,B. Riley Wealth Management Wilmington DE 1711 Woodlawn Ave,,,Salesforce
10814921,Inactive Investor,Jerry McDonald,Wealth Advisor,"TrueWealth Advisors, LLC",jmcdonald@truewealthllc.com,,Salesforce
9607172,,Franklin Henderson,,,hello@ameriba.com,,List import
10859717,Inactive Investor,Natalie Braun,Investment Advisor Representative;Owner,"Meyers Wealth Management, LLC",natalie@meyerswealthmgmt.com,,Salesforce
9560743,,Casey Hunt,,,casey.hunt@stlfp.com,,List import
236427,, -,,[[Unknown]],gutraz@gmail.com,,
235877,, -,,[[Unknown]],lroneybell@netscape.net,,
9569573,,Viren Mehta,,,virenmehta@hotmail.com,,List import
9592900,,Davitvich100399@gmail.com Davit Vich,,,davitvich100399@gmail.com,,List import
9628162,,Patrick McGinty,,,pmcginty@firstrepublic.com,,List import
11203064,Inactive Investor,Terry Ellis,Investment Advisor Representative,"Greenbelt Investment Advisors, LLC",tellis@greenbeltadv.com,,Salesforce
9634883,,David Spiegel,,,djs@gerchenkeller.com,,List import
10964068,Inactive Investor,Brandon Yocum,Financial Advisor,Edward Jones Lees Summit MO 506 NE State Rte 291,brandon.yocum@edwardjones.com,,Salesforce
11239048,Inactive Investor,Rob Johnson,,Realized,rjohnson@realizedholdings.com,,Salesforce
10905436,Inactive Investor,Lisa Amato,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
9640053,,Brian Israelsen,,,bisraelsen@dmba.com,,List import
10935496,Inactive Investor,Mathew Meyer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",mathew.meyer@ml.com,,Salesforce
9575541,,Mark Schulman,,,mark.schulman@lfg.com,,List import
10871977,Inactive Investor,Stephen Campbell,Chief Brand Officer;Senior Vice President,"S.E.E.D. Planning Group, LLC",scampbell@seedpg.com,,Salesforce
10908739,Inactive Investor,Chad Luitwieler,,"Allstate Financial Services, LLC La Habra CA 2013 E La Habra Blvd",cluitwieler1@allstate.com,,Salesforce
10770351,Inactive Investor,Gary Liberty,Co-Branch Manager;Managing Director - Investments;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Leawood KS 5250 W 116th Pl",gary.liberty@benjaminfedwards.com,,Salesforce
10874871,Inactive Investor,Jennifer Trosper,Financial Advisor,Edward Jones Green Valley AZ 1295 W Duval Mine Rd,jennifer.trosper@edwardjones.com,,Salesforce
109635,,Branon Thames,,Thames & Associates,cornell77dead@gmail.com,8132672373,
10391201,,A de,,,andre_888@icloud.com,,Web Form Fillout
10765051,Inactive Investor,Joel Wittenberg,Chief Compliance Officer;President,Wittenberg Investment Management Inc,,,Salesforce
11004472,Inactive Investor,Yombwe Kotati,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,yombwe.kotati@primerica.com,,Salesforce
11232809,Inactive Investor,Elizabeth Pattarettu,,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",elizabeth.pattarettu@transamerica.com,,Salesforce
11118660,Inactive Investor,Zachary Brown,Financial Advisor;Financial Planner,LPL Financial LLC Red Bank NJ 130 Maple Ave,zachary.brown@lpl.com,,Salesforce
237470,, -,,[[Unknown]],louaydaoud@gmail.com,,Paid Search
10833303,Inactive Investor,Ronnie Spears,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",ronnie.spears@ml.com,,Salesforce
11064654,Inactive Investor,Christopher Goehner,Financial Advisor,"Ameriprise Financial Services, LLC Harrisonburg VA 4030 Quarles Ct",christopher.r.goehner@ampf.com,,Salesforce
10993408,Inactive Investor,Ali El Sayed,,Bedrock Investment Advisors Tampa FL Private Residence,alie@bedrockia.com,,Salesforce
9627719,,James Sorace,,,jamessorace12@gmail.com,,List import
10864634,Inactive Investor,Lola Eyles,Financial Planner,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",lola.hard@prudential.com,,Salesforce
349210,,Dimitris Magemeneas,"Regional Managing Director, Wealth Management","Kingsview Wealth Management, Llc",dimitris@kingsviewam.com,312-870-6701,Manual List Upload
11050724,Inactive Investor,Luiz Ricci,Client Service Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,luiz.ricci@jpmorgan.com,,Salesforce
10903113,Inactive Investor,Lisa Dieter,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Virginia Beach VA Private Residence",lisa.dieter@tiaa.org,,Salesforce
11205001,Inactive Investor,Daniel Markarian,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 120 W Kemper Rd",,,Salesforce
9577808,,Kathleen Reilly,,,kathleenreilly@financialguide.com,,List import
9578480,,Brian Zuschlag,,,brian.zuschlag@kmsfinancial.com,,List import
9602772,,David Judge,,,djudge@metlife.com,,List import
11197496,Inactive Investor,Edward Turrisi,Client Advisor;Vice President,Key Investment Services LLC South Portland ME 445 Gorham Rd,ej.turrisi@kisinvestments.com,,Salesforce
9575325,,Deborah Stiger,,,dstiger@jfswa.com,,List import
9585538,,Michael Ring,,,mring@seaportglobalam.com,,List import
10558782,,David Gist,,,davidgist22@gmail.com,,Web Form Fillout
9611235,,juliette bouteille,,,juliette.boudeville@gmail.com,,List import
10930879,Inactive Investor,Gerald Ursrey,,"Kestra Investment Services, LLC Ponte Vedra Beach FL 180 Library Blvd",,,Salesforce
9605575,,Sara Cummins,,,sara.cummins@bnymellon.com,,List import
11175151,Inactive Investor,Jonathan Jarow,,"Herbert J. Sims & Co, Inc. Boca Raton FL 2700 N Military Trl",jjarow@hjsims.com,,Salesforce
11189652,Inactive Investor,Marc Prisco,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",marc.prisco@raymondjames.com,,Salesforce
10909200,Inactive Investor,Daniel Aviles,,"VALIC Financial Advisors, Inc. Plano TX 2745 Dallas Pkwy",daniel.aviles@valic.com,,Salesforce
9578079,,David Johnston,,,djohnstonec@gmail.com,,List import
11088782,Inactive Investor,John Hussian,Founder,"Dorn & Co., Inc.",jhussian@dornco.com,,Salesforce
10770185,Inactive Investor,Giancarlo Villanella,,UBS Financial Services Inc. New York NY 299 Park Ave,giancarlo.villanella@ubs.com,,Salesforce
10984136,Inactive Investor,Michael Feld,,"Allstate Financial Services, LLC Williston Park NY 475 Willis Ave",michaelfeld@allstate.com,,Salesforce
11084355,Inactive Investor,Jack Barr,,"LaSalle St Securities, L.L.C. Lexington KY 1029 Monarch St",jbarr@lasallest.com,,Salesforce
9613780,,Guan yin,,,359990902@qq.com,,List import
332767,,JT Rusinko,,Elk River Wealth,jrusinko@elkriverwealth.com,,
10798465,Inactive Investor,William Hairgrove,Business Development Associate;Sales Manager;Vice President - Sales,First Affirmative Financial Network LLC,billhairgrove@firstaffirmative.com,,Salesforce
11119489,Inactive Investor,Elizabeth Johnston,,"Osaic Wealth, Inc. Normal IL 211 Landmark Dr",,,Salesforce
10966626,Inactive Investor,Christopher Jackson,Senior Wealth Advisor,"Strategic Wealth Partners, Ltd. Round Rock TX Private Residence",,,Salesforce
10951370,Inactive Investor,Alecsander McDonald,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
9547980,,Bernard Akwar,,,beakinvestment@gmail.com,,List import
11212773,Inactive Investor,Jeffrey Just,Vice President,J.P. Morgan Securities LLC Baton Rouge LA 3428 Drusilla Ln,jeffrey.n.just@chase.com,,Salesforce
9637771,,frank brown,,,fg_brown@hotmail.com,,List import
10487324,,Justin Eastburn,"Financial Advisor, Vice President - Wealth Management",UBS Financial Services Inc.,justin.eastburn@ubs.com,,List Import
11026228,Inactive Investor,Jacob Cooper,Financial Advisor,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,jake.cooper@ubs.com,,Salesforce
10852597,Inactive Investor,William Goodson,,"Wells Fargo Advisors Financial Network, LLC Winston Salem NC 380 Knollwood St",william.goodson@wellsfargoadvisors.com,,Salesforce
10967845,Inactive Investor,Jordan Vistan,,"Wells Fargo Clearing Services, LLC Sacramento CA 1831 S St",,,Salesforce
11003388,Inactive Investor,Allison Shumar,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11092282,Inactive Investor,Brandon Marshall,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brandon.marshall@fidelity.com,,Salesforce
10772099,Inactive Investor,Michael Timothy,Financial Advisor,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,michael.timothy@morganstanley.com,,Salesforce
9585821,,Michael Capobianco,,,mike.capobianco@mortonfin.com,,List import
10815687,Inactive Investor,Laurens Rhinelander,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",laurens.rhinelander@ampf.com,,Salesforce
9577606,,Evan Strauss,,,evanstrauss@gmail.com,,List import
11052019,Inactive Investor,David Adrian,Financial Advisor,Edward Jones Seneca SC 501 Rochester Hwy,david.adrian@edwardjones.com,,Salesforce
235784,, -,,[[Unknown]],uchainedboom333@gmail.com,,Paid Search
9623905,,brenda tillotson,,,brendatillotson@gmail.com,,List import
10844417,Inactive Investor,Eric Bartlett,Wealth Advisor,HighPoint Planning Partners Volo IL Private Residence,eric.bartlett@hiptpartners.com,,Salesforce
10852594,Inactive Investor,Kevin Hoppens,Financial Advisor,Edward Jones Greensboro NC 1196A Pleasant Ridge Rd,kevin.hoppens@edwardjones.com,,Salesforce
11116183,Inactive Investor,Lisa Stanes,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,lisa.auger@fidelity.com,,Salesforce
11108940,Inactive Investor,Steven Lewit,Owner,"SGL Financial, LLC",slewit@sglfinancial.com,,Salesforce
11065739,Inactive Investor,Merbert Hsu,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10886799,Inactive Investor,Robert Hollander,,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,robert.hollander@chase.com,,Salesforce
11207537,Inactive Investor,Skidmore Garrett,,"Raymond James Financial Services, Inc. Athens TN 603 N Jackson St",camm.garrett@raymondjames.com,,Salesforce
237906,, -,,[[Unknown]],rroviedo10@hotmail.com,,Organic Search
10487682,,Aaron Graft,,WhiteStar Asset Management LLC,agraft@triumphllc.com,,List Import
10920608,Inactive Investor,Jeffrey Eischeid,Member;Regulatory Contact,"Galleria Financial Advisors, LLC",,,Salesforce
224404,,Tim White,,[Unknown],whitetphone@gmail.com,,
11031099,Inactive Investor,James Wilcox,Senior Investment Advisor,Catalytic Wealth Management Jackson WY 172 Center St,,,Salesforce
11104824,Inactive Investor,Amy Schlager,,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",amy.schlager@equitable.com,,Salesforce
9594841,,David Coburn,,,dcoburn@coburnfinancial.com,,List import
11172154,Inactive Investor,Patricia Bruns,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9562291,,Sajal Dabral,,,sajal.dabral@coindcx.com,,List import
11237884,Inactive Investor,OBIE MCKENZIE,,Stern Brothers & Co.,omckenzie@sternbrothers.com,,Salesforce
10987470,Inactive Investor,Marrisa Taylor,,LPL Financial LLC Rushville IN 1541 N Main St,,,Salesforce
10948814,Inactive Investor,Benjamin Morris,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,benjamin.morris@fidelity.com,,Salesforce
11232348,Inactive Investor,Christian Robinson,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11204937,Inactive Investor,Travis Herbert,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
204627,,Jim Bowman,,[Unknown],ljbowman45@gmail.com,,Organic Search
11107050,Inactive Investor,Kimberly Coplan,Practice Manager,Franklin Street Capital LLC,,,Salesforce
117494,,Steven Garvin,,"ISC Advisors, Inc.",sgarvin@iscgroup.com,972-208-1025,
11096415,Inactive Investor,Michael Babykin,Financial Advisor;Vice President,Morgan Stanley Claremont CA 456 W Foothill Blvd,michael.babykin@morganstanley.com,,Salesforce
10760200,Inactive Investor,John Middleton,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",john.middleton@wellsfargoadvisors.com,,Salesforce
11076072,Inactive Investor,Patrick Hawkins,Investment Advisor,Fisher Investments,,,Salesforce
10871417,Inactive Investor,Todd Pilosi,Wealth Advisor,Kerr Wealth Management,tpilosi@kerrwealth.com,,Salesforce
10952990,Inactive Investor,Pete Sebastian,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn Heights MI 24120 Ford Rd",pete.sebastian@ml.com,,Salesforce
11180261,Inactive Investor,James Williams,Corporate Secretary;Founder;Treasurer,"J.F. Williams Co., Inc. Denver CO 950 S Cherry St",,,Salesforce
11091686,Inactive Investor,Lili Huang,,J.P. Morgan Securities LLC Pleasanton CA 561 Main St,lili.huang@chase.com,,Salesforce
10888229,Inactive Investor,Andrew Grimston,,Sigma Financial Corporation Allen Park MI 7321 Park Ave,,,Salesforce
48419,,Sharon Doggett,,Thrivent Investment Management Inc.,sharon.doggett@thrivent.com,800-847-4836,
10931233,Inactive Investor,Joshua Murdoch,,"Principal Securities, Inc. Holdrege NE 415 East Ave",murdoch.joshua@principal.com,,Salesforce
10874368,Inactive Investor,Mary Taliaferro,,LPL Financial LLC Cincinnati OH 9360 Montgomery Rd,mary.taliaferro@lpl.com,,Salesforce
10837318,Inactive Investor,Daniel Hunt,Chief Executive Officer;Regulatory Contact,"Redhawk Wealth Advisors, Inc.",dan@redhawkwa.com,,Salesforce
11016905,Inactive Investor,Colleen McMichael,,"Wells Fargo Clearing Services, LLC Cape May Court House NJ 211 Bayberry Dr",colleen.mcmichael@wellsfargoadvisors.com,,Salesforce
10935363,Inactive Investor,Justin Shaffer,Investment Advisor Representative,"Osaic Wealth, Inc. Oelwein IA 903 N Frederick Ave",,,Salesforce
9637530,,Isis Wong,,,iwong@penjing-am.com,,List import
11007139,Inactive Investor,Jeremy Van Beek,,"Parkland Securities, LLC Orange City IA 219 Central Ave SE",,,Salesforce
373105,,Anita Pall,,[Unknown],apall81@gmail.com,,source
11013136,Inactive Investor,Richard Pusateri,Division Leader,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,richard.pusateri@primerica.com,,Salesforce
11155254,Inactive Investor,Gary Spindler,,Innovation Partners LLC,gspindler@innovationpartnersllc.com,,Salesforce
10854271,Inactive Investor,Eric Mancini,Director - Research;Partner;Wealth Advisor,Traphagen Financial Group,eric@tfgllc.com,,Salesforce
241705,,73brewcrew74@gmail.com Brewer,,[Unknown],73brewcrew74@gmail.com,,Direct
11117186,Inactive Investor,Bryan Benedict,Private Client Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",bryan.benedict@bofa.com,,Salesforce
11001743,Inactive Investor,Michelle Nary,,J.P. Morgan Securities LLC Oceanside CA 615 College Blvd,michelle.nary@jpmorgan.com,,Salesforce
11001952,Inactive Investor,Daniel Rummel,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",daniel.rummel@nm.com,,Salesforce
10766121,Inactive Investor,Daniel Kaspari,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",dkaspari@mesirowfinancial.com,,Salesforce
204329,,Brandon Wendland,,EFS Advisors,brandonw@efsadvisors.com,,
10886153,Inactive Investor,William Tearse,,Fidelity Brokerage Services LLC Middleton WI 8235 Greenway Blvd,william.tearse@fmr.com,,Salesforce
9648334,,CAMILO RENE BECERRA,,,camilo.duque@tec.mx,,List import
6576351,,Nayem Talukder,,,naimtalukder065@gimal.com,,Web Form Fillout
10757241,Inactive Investor,Morgan Carter,Registered Client Associate,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",morgan.sawicki@wfadvisors.com,,Salesforce
10756293,Inactive Investor,David Randall,Financial Advisor;Vice President,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,david.randall@ubs.com,,Salesforce
11037833,Inactive Investor,Charles Rothermel,,"Horace Mann Investors, Inc. Garland TX 1216 W State St",charles.rothermel@horacemann.com,,Salesforce
11171870,Inactive Investor,John Utter,,"Cambridge Investment Research, Inc. Cedar Rapids IA 3226 Center Point Rd NE",john.utter@cambridgesecure.com,,Salesforce
5415308,,DA ARNY,,,czzqtwjbhxqmga@karenkey.com,,Web Form Fillout
11132649,Inactive Investor,Paul Dixon,Branch Manager;Manager - Branch Operations;Managing Director;Regulatory Contact;Senior Vice President,Sovereign Wealth Advisors LLC,pdixon@sovereigngrp.com,,Salesforce
9630211,,Praveen Reddy,,,opraveenkumarreddy@gmail.com,,List import
11119981,Inactive Investor,Susan Powell,Financial Consultant,LPL Financial LLC Tustin CA 1432 Edinger Ave,susan.powell@lpl.com,,Salesforce
11147317,Inactive Investor,Richard Schofield,,"Wells Fargo Advisors Financial Network, LLC Saint George UT 1079 E Riverside Dr",richard.schofield@wfafinet.com,,Salesforce
11212629,Inactive Investor,Ashwani Rana,,NYLIFE Securities LLC Discovery Bay CA 5103 Cabrillo Pt,ashwanirana@ft.newyorklife.com,,Salesforce
11210527,Inactive Investor,Gary Goss,Principal,"Equity Services, Inc. Leawood KS 6900 College Blvd",goss_gary@nlvmail.com,,Salesforce
10785377,Inactive Investor,Jessica Kouri,Senior Financial Advisor,"CUSO Financial Services, L.P. Colorado Springs CO 4585 N Nevada Ave",,,Salesforce
10781436,Inactive Investor,Jason Kelso,Retirement Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",jason_kelso@ml.com,,Salesforce
10875396,Inactive Investor,Henry Sandlas,Financial Advisor,Edward Jones Seneca Falls NY 117 Fall St,john.sandlas@edwardjones.com,,Salesforce
10969609,Inactive Investor,Maurice Falls,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,maurice_falls@vanguard.com,,Salesforce
9642517,,Suppakrit Boonsat,,,suppakritb@gmail.com,,List import
9626337,,KIERRA WHITE,,,wkierra21@gmail.com,,List import
10819570,Inactive Investor,Sean Moylan,Financial Advisor,"Osaic Wealth, Inc. Omaha NE 1010 S 120th St",,,Salesforce
10995007,Inactive Investor,Veronica Vu,Private Client Banker,J.P. Morgan Securities LLC Santa Clara CA 3057 Stevens Creek Blvd,veronica.t.vu@chase.com,,Salesforce
10796312,Inactive Investor,Brent Roof,Senior Vice President,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,brent.roof@ubs.com,,Salesforce
10862370,Inactive Investor,Kimberly Grelli,Financial Advisor,"RBC Capital Markets, LLC Westminster MD 15 S Cranberry Rd",kim.grelli@rbc.com,,Salesforce
10869918,Inactive Investor,Grant Schroeder,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,grant.schroeder@fidelity.com,,Salesforce
11220597,,Scott Schlesinger,,,tdesk@tocqueville.com,,Other
11048116,Inactive Investor,Dana Sydney,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",dana.sydney@equitable.com,,Salesforce
9596832,,Paul Christensen,,,coyoteegolf@comcast.net,,List import
2571440,,Rajan Sondhiya,,,sondhiyarajan036@gmail.com,,
342597,,Stephen Mills,Executive Chairman Of The Board,Schroders Capital Management (us) Inc.,stephen.mills@adveq.com,121-248-85330,Manual List Upload
10782468,Inactive Investor,Janine Marquez,Chief Compliance Officer,Rice Hall James & Associates LLC,janinem@ricehall.com,,Salesforce
9629126,,kayvon pirestani,,,kayvon+grayscale@coinbase.com,,List import
9554571,,Jami Hoskins,,,jvallandingham@vlcpa.com,,List import
10620083,,Kathy Krochock,,,kkrochock@sbgeneva.com,,List Import
10644488,,Robert Speidel,,,speidel@inlandgroup.com,,List Import
11104567,Inactive Investor,Michael Metcalf,,LPL Financial LLC Spokane WA 16114 E Indiana Ave,,,Salesforce
11012045,Inactive Investor,Alex Dastin,,Perella Weinberg Partners LP,adastin@pwpartners.com,,Salesforce
10783715,Inactive Investor,Vernon Stockton,,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",vernon.stockton@wellsfargoadvisors.com,,Salesforce
11109583,Inactive Investor,Lisa Brislin,Financial Advisor,"Ameriprise Financial Services, LLC Scarborough ME 5 Ward St",lisa.brislin@ampf.com,,Salesforce
10985093,Inactive Investor,Patrick Canney,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
11020579,Inactive Investor,Itzel Gonzalez Diaz,,"Ameriprise Financial Services, LLC Roseville CA 2260 Douglas Blvd",itzel.gonzalez@ampf.com,,Salesforce
9546153,,Karate Karadi,,,karadi@virtualnex.us,,List import
11072731,Inactive Investor,Vladislav Gurevich,Senior Wealth Relationship Manager;Vice President,Citigroup Global Markets Inc. Fort Lee NJ 2071 Lemoine Ave,,,Salesforce
9597974,,Helge Kostka,,,helge.kostka@masecopw.com,,List import
9622212,,jasin choo,,,asvanillasky@gmail.com,,List import
9629598,,bumbo magic,,,mickael.huber@gmail.com,,List import
9606769,,Cap -,,,capitalhoang@gmail.com,,List import
9612344,,FREDERIC ZINGG,,,fredzingg@gmail.com,,List import
10824807,Inactive Investor,John Puckett,,Commonwealth Financial Network Suwanee GA 3457 Lawrenceville Suwanee Rd,jpuckett@commonwealth.com,,Salesforce
9553602,,Gerry Glessing,,,gglessing@sandiego.edu,,List import
9632988,,Ben Goldberg,,,beng699@yahoo.com,,List import
10644509,,Michael Jenny,,,mjenny@stout.com,,List Import
10798687,Inactive Investor,Stella Song,,PFS Investments Inc. Huntington Beach CA 16541 Gothard St,stella.song@primerica.com,,Salesforce
339048,,Stuart Waldman,Managing Director,"Bayview Asset Management, Llc",stuartwaldman@bayview.com,305-854-8880,Manual List Upload
10943672,Inactive Investor,Philip George,,"Farmers Financial Solutions, LLC Castle Rock CO 5450 Montana Vista Way",pgeorge@farmersagent.com,,Salesforce
200906,,Joel Neuendorf,,[Unknown],joeln15@hotmail.com,,
184553,,Alija Kasamoski,,[Unknown],kasamoski_ali@hotmail.com,,source
10695972,,William Herrera,,Bulltick LLC,bherrera@bulltick.com,,List import
10487292,,Donald Peterson,"Managing Director - Wealth Management, Private Wealth Advisor",UBS Financial Services Inc.,don.peterson@ubs.com,,List Import
246323,,Not Provided,Sr. Process Engineer,Schwan's Company,weiyongzhang90@gmail.com,,Manual List Upload
10987500,Inactive Investor,Tyler Keegan,Regional Compliance Specialist,United Planners' Financial Services of America A Limited Partner,,,Salesforce
11012629,Inactive Investor,Jenna Lea,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",jenna.lea@bernstein.com,,Salesforce
9673598,,Jordi Parra Porcar,,Freelance,jordiparraporcar@gmail.com, +8107041965982,Web form fillout
10932415,Inactive Investor,James Welck,Chief Compliance Officer;President,Welck Financial,sonny@welckfinancial.com,,Salesforce
11182074,Inactive Investor,Emmel Golden,Executive Vice President;Member;Principal;Vice President,"NFC Investments, LLC Memphis TN 510 S Mendenhall Rd",egolden@nfcinvestments.com,,Salesforce
9582341,,Eric Pagel,,,eric.r.pagel@wellsfargo.com,,List import
9587222,,Michael Riley,,,mbriley@coigncapital.com,,List import
11087152,Inactive Investor,Kaitlin Greene,Financial Advisor,Edward Jones Weaverville NC Private Residence,kaitlin.greene@edwardjones.com,,Salesforce
10761962,Inactive Investor,Olivia Watson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach FL 249 Royal Palm Way",olivia.watson@ml.com,,Salesforce
9576100,,Amy Burson,"Chief Compliance Officer, Regulatory Contact","St. James Investment Company, LLC",amy@stjic.com,,List import
10952104,Inactive Investor,Delilah Sinek,,"MML Investors Services, LLC San Juan Capistrano CA 33302 Valle Rd",dsinek@massmutual.com,,Salesforce
9591724,,Justin Fogg,,,jjfogg@gmail.com,,List import
10486989,,Lauren Clay,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",lauren_clay@ml.com,,List Import
10784862,Inactive Investor,H Maier,Principal;Vice President,The Marin Group Inc.,,,Salesforce
10855835,Inactive Investor,William Boyd,,"Osaic Wealth, Inc. Califon NJ 440 County Road 513",wboyd@osaicwealth.com,,Salesforce
10867693,Inactive Investor,Brett Pechersky,,"Cambridge Investment Research, Inc. Monroeville PA 4044 Monroeville Blvd",,,Salesforce
10964579,Inactive Investor,Cristian Martinez,,"Empower Financial Services, Inc Pasadena CA 300 N Lake Ave",cristian.martinez@empower.com,,Salesforce
10640163,,Christopher Yu,,,christopher.s.yu@gmail.com,,Web Form Fillout
11234466,Inactive Investor,Stacey Nissim,Wealth Management Associate,Morgan Stanley Reno NV 5390 Kietzke Ln,stacey.nissim@morganstanley.com,,Salesforce
10920882,Inactive Investor,Amanda Whately,,D.A. Davidson & Co. Midlothian VA Private Residence,,,Salesforce
10804605,Inactive Investor,Jason Johnston,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jason.johnston@fidelity.com,,Salesforce
11088861,Inactive Investor,Matthew Donnino,Financial Professional,"Pruco Securities, LLC. Melville NY 324 S Service Rd",matt.donnino@prudential.com,,Salesforce
11120663,Inactive Investor,Riley Sheetz,Financial Advisor,Edward Jones Ottumwa IA 207 W 2nd St,riley.sheetz@edwardjones.com,,Salesforce
9610469,,Manny Garcia,,,ethereum@siliconsecure.com,,List import
10806724,Inactive Investor,Thomas Bryant,Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Saint Petersburg FL 100 2nd Ave S",thomas.bryant@wfadvisors.com,,Salesforce
11085584,Inactive Investor,Richard Bell,Investment Advisor,Searle & Co.,,,Salesforce
11165777,Inactive Investor,Cherrie Smith,,"Wells Fargo Clearing Services, LLC",cherrie.nunnally@wellsfargoadvisors.com,,Salesforce
10999634,Inactive Investor,Elizabeth Mahler,,J.P. Morgan Securities LLC Stevensville MI 5689 Saint Joseph Ave,elizabeth.mahler@jpmorgan.com,,Salesforce
113065,,Christopher Dautrich,"Chief Compliance Officer, Founding Member, Vice President","Stillwater Capital Advisors, LLC",cdautrich@stillwateradv.com,610-848-6760,
10932938,Inactive Investor,Anthony Benz,Financial Advisor,"Great Valley Advisor Group, Inc. Brookfield WI 325 N Corporate Dr",abenz@greatvalleyadvisors.com,,Salesforce
11260190,Inactive Investor,Austin Robyn,Registered Branch Associate,Edward Jones Orange City IA 614 8th St SE,austin.robyn@edwardjones.com,,Salesforce
11050223,Inactive Investor,Milton Watson,,Innovation Partners LLC Beverly Hills CA 8383 Wilshire Blvd,mwatson@innovationpartnersllc.com,,Salesforce
11046038,Inactive Investor,David Feeley,Financial Advisor,Red Oak Financial Group,,,Salesforce
11027592,Inactive Investor,Stephen Labreche,Financial Services Professional,"MML Investors Services, LLC Tampa FL 2502 N Rocky Point Dr",,,Salesforce
11095555,Inactive Investor,Andrew Kutner,,"Truist Investment Services, Inc. Raleigh NC 6659 Falls of Neuse Rd",,,Salesforce
10899033,Inactive Investor,James Wells,,LPL Financial LLC Pittsburgh PA 1575 McFarland Rd,jimmy.wells@lpl.com,,Salesforce
10760906,Inactive Investor,Graham O'Kelly,Private Wealth Advisor;Senior Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",graham.okelly@rbc.com,,Salesforce
44220,,Melanie Hendrix,Financial Associate,Thrivent Investment Management Inc.,melanie.hendrix@thrivent.com,864-568-5507,
9540550,,AnnMarie Croswell,,ICS Opportunities II LLC,annmarie.croswell@mlp.com,,List Import
10850338,Inactive Investor,Chad Glover,,"Cambridge Investment Research, Inc. Overland Park KS 8700 Indian Creek Pkwy",,,Salesforce
11166485,Inactive Investor,Michael Behrens,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",michaelbehrens@financialguide.com,,Salesforce
10988721,Inactive Investor,Albert Kramer,,"EHCP Corporate Finance, LLC",akramer@edgecappartners.com,,Salesforce
11168484,Inactive Investor,Laura Harris,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,laura.harris@fidelity.com,,Salesforce
9587086,,Scott Barbee,,,sbarbee@aegishighyieldfund.com,,List import
10836135,Inactive Investor,Terence Byrne,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,terence.byrne@morganstanley.com,,Salesforce
11154091,Inactive Investor,Jennifer Most,Associate,Edward Jones Baldwin WI 770 Main St,jenny.most@edwardjones.com,,Salesforce
10753704,Inactive Investor,Molly Peecher,,Carolinas Investment Consulting LLC,mpeecher@carolinasinvest.com,,Salesforce
11132545,Inactive Investor,Michael Schimmel,Financial Advisor,Wealthcare Advisory Partners LLC Leesburg VA 208 Church St SE,,,Salesforce
11030059,Inactive Investor,Nardin Jihad,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,njihad.ecxy9@primerica.com,,Salesforce
10901456,Inactive Investor,Charles Harr,Financial Advisor,Patriot Investment Management Group Inc,charrfp@patriotinvestment.com,,Salesforce
11027803,Inactive Investor,Christopher Hartnett,Investment Specialist,"Ameriprise Financial Services, LLC Greenville SC 465 Woodruff Rd",christopher.hartnett@ampf.com,,Salesforce
348988,,Samuel Crabill,"Managing Partner, Limited Partner",Thoma Bravo,scrabill@thomabravo.com,312-254-3300,Manual List Upload
10783823,Inactive Investor,Mark Fudold,Financial Advisor;Financial Planning Specialist;Managing Director;Senior Portfolio Management Director,Morgan Stanley Troy MI 101 W Big Beaver Rd,mark.fudold@morganstanley.com,,Salesforce
11066752,Inactive Investor,Steven Gappa,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",steven.gappa@ml.com,,Salesforce
9541045,,Benedicto Santiago,,,b.santiago@transamerica.com,,List import
10970574,Inactive Investor,Josiah Whitten,Financial Advisor,CG Advisory Services Hampstead NC 233- A Merchants Cir,jwhitten@mycgfinancial.com,,Salesforce
11059599,Inactive Investor,Robert Kozak,,Vanguard Marketing Corporation,robert_kozak@vanguard.com,,Salesforce
11172265,Inactive Investor,Cathy Prose,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",cathy.m.prose@ampf.com,,Salesforce
9635774,,Jill Gookin,,,jill.gookin@keystoneky.com,,List import
11040920,Inactive Investor,Ann Lavista,Client Associate,UBS Financial Services Inc. Jacksonville FL 1 Independent Dr,ann.lavista@ubs.com,,Salesforce
10756497,Inactive Investor,Peter Ketchand,,"Raymond James Financial Services, Inc. Grass Valley CA 426 Sutton Way",peter.ketchand@raymondjames.com,,Salesforce
11093802,Inactive Investor,Brian Williams,Financial Advisor,Edward Jones Mokena IL 10002 W 190th Pl,brian.williams@edwardjones.com,,Salesforce
10790011,Inactive Investor,Scott Powers,Financial Advisor,Edward Jones Katy TX 23124 Westheimer Pkwy,scott.powers@edwardjones.com,,Salesforce
10940435,Inactive Investor,Ishioma Ikukaiwe Ekanem,,"Wells Fargo Clearing Services, LLC Upper Marlboro MD 9800 Apollo Dr",ishioma.ikukaiwe@wellsfargo.com,,Salesforce
10987974,Inactive Investor,Colin Lynn,,"FBL Marketing Services, LLC Gillette WY 309 S Gillette Ave",colin.lynn@fblfinancial.com,,Salesforce
11074567,Inactive Investor,Christa Redman,Associate Financial Advisor,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",christa.redman@ampf.com,,Salesforce
11023034,Inactive Investor,Carl Price,,Price Wealth Coaching LLC,,,Salesforce
11169597,Inactive Investor,Daniel Terio,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,daniel.terio@fidelity.com,,Salesforce
10954295,Inactive Investor,Todd Depinto,,LPL Financial LLC Greensboro NC 1010 N Elm St,todd.depinto@lpl.com,,Salesforce
6518752,,Jahangiralom Jahan,,,jahangiralom50255@gmail.com,,Web Form Fillout
10844651,Inactive Investor,Michelle Herman,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,michelle.herman@ubs.com,,Salesforce
10596367,,James Rhodes,,,james.rhodes@equitable.com,,Web Form Fillout
10796539,Inactive Investor,Grant Arends,Chief Operating Officer;Co-Founder;President,Intellicents Investment Solutions Inc Overland Park KS 7101 College Blvd,grant.arends@intellicents.com,,Salesforce
11159795,Inactive Investor,Alina Kalfaian,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,,,Salesforce
11147754,Inactive Investor,Joshua Erhart,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,joshua.erhart@fidelity.com,,Salesforce
11127304,Inactive Investor,Marco Hermez,,PFS Investments Inc. Dallas TX 13155 Noel Rd,bxum5@primerica.com,,Salesforce
11232241,Inactive Investor,Chidera Nwangwu,Wealth Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10902821,Inactive Investor,William Elwell,Financial Advisor,LPL Financial LLC Newburyport MA 29 Water St,william.elwell@lpl.com,,Salesforce
10990241,Inactive Investor,Patrick Williams,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,pdwilliams@ft.newyorklife.com,,Salesforce
11204696,Inactive Investor,Karen Transier,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 300 Crescent Ct",melissa.transier@ml.com,,Salesforce
11086061,Inactive Investor,John Etrheim,Financial Advisor,Edward Jones Sioux Falls SD 3712 S Kiwanis Ave,john.etrheim@edwardjones.com,,Salesforce
11178785,Inactive Investor,Ikechukwu Ezugwu,,"Transamerica Financial Advisors, Inc South Jordan UT 10653 River Front Pkwy",ikechukwu.ezugwu@tfaconnect.com,,Salesforce
11019457,Inactive Investor,Kyle Reed,Financial Advisor,"Ameriprise Financial Services, LLC Westlake Village CA 3027 Townsgate Rd",kreed@ampf.com,,Salesforce
11117629,Inactive Investor,Christopher Myers,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Center Valley PA 3477 Corporate Pkwy",christopher.d.myers@ampf.com,,Salesforce
10942920,Inactive Investor,Yoel Mayerfeld,Co-Chief Executive Officer;Owner,Virtera Partners LLC,,,Salesforce
10890577,Inactive Investor,Matthew Sandberg,Financial Advisor,Thrivent Investment Management Inc. Myrtle Beach SC 1297 Professional Dr,matt.sandberg@thrivent.com,,Salesforce
11131809,Inactive Investor,Joe Petrik,,"Avantax Investment Services, Inc. Douglas MI 45 Blue Star Hwy",,,Salesforce
73504,,Catherine Chatfield,Financial Services Professional,"MML Investors Services, LLC",cchatfield@massmutual.com,859-224-1211,
11177907,Inactive Investor,Kathrine Wunderli-Bastian,Executive Director;Market Director - Wealth Management,J.P. Morgan Securities LLC Wheaton IL 120 E Wesley St,kathrine.wunderli-bastian@jpmorgan.com,,Salesforce
10486605,,Michael Marasco,Financial Advisor,"Wells Fargo Clearing Services, LLC",mike.marasco@wellsfargoadvisors.com,,List Import
11023888,Inactive Investor,Morgan Wolfe,Financial Advisor;Workplace Advisor,Morgan Stanley East Lansing MI 2900 West Rd,morgan.wolfe@morganstanley.com,,Salesforce
9555514,,Dennis Blyly,,,dblyly@timucuan.com,,
10646366,,Kimberly Kennedy,,,kim.kennedy@lpl.com,,List Import
10892216,Inactive Investor,Julie Guenther,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,julie.shelby.pgns@statefarm.com,,Salesforce
10656170,,Jonathan Carter,,,marcc@kebcpa.com,,List import
9588493,,Timothy Trotter,,,timothy.trotter@bnpparibas.com,,List import
10889785,Inactive Investor,Colin Benson,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,colin.benson@fidelity.com,,Salesforce
11154496,Inactive Investor,Brannon Lambert,,"Cambridge Investment Research, Inc. Raleigh NC 727 W Hargett St",,,Salesforce
223815,,Richard Cook,,[Unknown],rcdlion@roadrunner.com,,Direct
10758894,Inactive Investor,Aimee Jacobs,Managing Director,"Stifel, Nicolaus & Company, Incorporated",jacobsa@stifel.com,,Salesforce
11003602,Inactive Investor,Feixueer Luo,,"Raymond James Financial Services, Inc. Columbus IN 810 Brown St",feixueer.luo@raymondjames.com,,Salesforce
10913273,Inactive Investor,Jingyuan Cao,,J.P. Morgan Securities LLC Novi MI 43100 Grand River Ave,jingyuan.cao@jpmorgan.com,,Salesforce
10617471,,Michael Truckenmiller,,,mike.truckenmiller@jpmorgan.com,,List Import
10884155,Inactive Investor,Rhonda Murphy,Financial Advisor,LPL Financial LLC Farmington NM 3005 Northridge Dr,rhonda.murphy@lpl.com,,Salesforce
11237873,Inactive Investor,Amy Gallego,,"Dunham & Associates Investment Counsel, Inc.",amy.gallego@dunham.com,,Salesforce
10886494,Inactive Investor,Marla Young,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,,,Salesforce
10619857,,Benjamin Wilson,,,bwilson@huntercapitalmanagement.com,,List Import
10927189,Inactive Investor,Anish Vaidya,,"Charles Schwab & Co., Inc.",,,Salesforce
11171675,Inactive Investor,Michael Good,Chief Operating Officer,Turning Point Financial Camp Hill PA 704 Lisburn Rd,mgood@tpfinancial.com,,Salesforce
9554067,,Darin Souza,,,dsouza@firstrepublic.com,,List import
10999967,Inactive Investor,Thomas Madison,Financial Services Representative,"MML Investors Services, LLC Savannah GA 321 Commercial Dr",,,Salesforce
10908751,Inactive Investor,Charlie Jefferson,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11009179,Inactive Investor,Donald Lynch,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,donald_lynch@glic.com,,Salesforce
11118419,Inactive Investor,Matthew Lessman,,"Ausdal Financial Partners, Inc. Omaha NE 2111 S 67th St",,,Salesforce
10777101,Inactive Investor,Adam Ritchie,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",adam.ritchie@tiaa.org,,Salesforce
10886297,Inactive Investor,David Eubanks,Vice President,Robert W. Baird & Co. Incorporated Fort Worth TX 550 Bailey Ave,teubanks@rwbaird.com,,Salesforce
11028144,Inactive Investor,John Carroll,,Citigroup Global Markets Inc.,,,Salesforce
10769780,Inactive Investor,Stephen Carter,Financial Representative,"Northwestern Mutual Investment Services, LLC Mishawaka IN 4215 Edison Lakes Pkwy",stephen.carter@nm.com,,Salesforce
11072679,Inactive Investor,Brianna O'Keefe,Financial Advisor;Financial Planning Specialist,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,brianna.okeefe@morganstanley.com,,Salesforce
9541626,,Jack Hunter,,,justcryp@protonmail.com,,List import
10965216,Inactive Investor,Steven Boman,,Edward Jones Washington IA 517 Hwy 1 S,,,Salesforce
10809168,Inactive Investor,Jackky Nguyen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jackky.nguyen@ml.com,,Salesforce
10832932,Inactive Investor,Jennifer Hodson,Advisor,Commonwealth Financial Network West Chester PA 228 W Gay St,jhodson@commonwealth.com,,Salesforce
236703,, -,,[[Unknown]],johnjrvines@bellsouth.net,,
10907255,Inactive Investor,Grahame Read,,"Lion Street Financial, LLC Birmingham AL 2003 Cahaba Rd",gread@lionstreet.com,,Salesforce
11064701,Inactive Investor,Casey Jorgensen,Financial Advisor,Edward Jones Tea SD 900 N Main Ave,casey.jorgensen@edwardjones.com,,Salesforce
11123562,Inactive Investor,Raymond Lin,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,raymond.lin@jpmorgan.com,,Salesforce
11105027,Inactive Investor,Greyson Kalisa,Client Service Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
370440,,Thobela Makinana,,South Africa,thobelamakinana4@gmail.com,,release
236075,, -,,[[Unknown]],amouhanna@gmail.com,,
10968296,Inactive Investor,Sadie Cuello,,Fidelity Brokerage Services LLC,,,Salesforce
10808455,Inactive Investor,Joseph Mariani,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mystic CT 27 Coogan Blvd",joe_mariani@ml.com,,Salesforce
11165940,Inactive Investor,Michael Cullinane,,"Brean Capital, LLC Saint Petersburg FL 12425 28th St N",,,Salesforce
9564483,,Evelyn Zohlen,,,evelyn@inspiredfinancial.biz,,List import
11020899,Inactive Investor,Longfellow Bondurant,,"Woodmen Financial Services, Inc.",lbondurant@woodmen.org,,Salesforce
10998465,Inactive Investor,Richard Gerrity,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Paul MN 30 7th St E",richard.gerrity@ml.com,,Salesforce
165293,,Nicholas Jorgensen,,[Unknown],jorgensen.nick@gmail.com,,
9547202,,Lisa Pacheco,,,lpacheco@ecsb.com,,List import
11200056,Inactive Investor,Ross Patterson,Chief Compliance Officer;Financial Advisor;Founder;Owner,Simaris Financial,,,Salesforce
11112482,Inactive Investor,Steven Bennett,Financial Advisor,Edward Jones Issaquah WA 1700 NW Gilman Blvd,steven.bennett@edwardjones.com,,Salesforce
11058712,Inactive Investor,Brad Bombard,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",brad.bombard@ml.com,,Salesforce
10862440,Inactive Investor,Peter Ellefson,Chief Executive Officer;Managing Member;President,EPL Investment Advisory LLC,peter@eplgroupaz.com,,Salesforce
11177178,Inactive Investor,Brad Scott,,Mutual of America Securities LLC Southfield MI 28411 Northwestern Hwy,brad.scott@mutualofamerica.com,,Salesforce
10999819,Inactive Investor,Nicole Tan,,"Farmers Financial Solutions, LLC San Francisco CA 1530 Noriega St",ntan@farmersagent.com,,Salesforce
10902494,Inactive Investor,David Shore,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,dshore@nyl.com,,Salesforce
11145309,Inactive Investor,Larry Hardy,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Springfield IL 3201 W White Oaks Dr,larry.hardy@morganstanley.com,,Salesforce
11114330,Inactive Investor,Robert Dugas,,Cetera Financial Specialists LLC Metairie LA 3525 N Causeway Blvd,,,Salesforce
11093873,Inactive Investor,R Wright,Financial Advisor,LPL Financial LLC Freeland WA Private Residence,brian.wright@lpl.com,,Salesforce
9595307,,OBEID SHEIKH,,,obeids940@gmail.com,,List import
10940507,Inactive Investor,Jash Kamdar,,Citigroup Global Markets Inc.,,,Salesforce
9591796,,Mie Iwasa,,,mie@sloan.mit.edu,,List import
11254374,Inactive Investor,Brittney Davis,,Thrivent Investment Management Inc.,,,Salesforce
10999230,Inactive Investor,Karl Hering,,Money Concepts Capital Corp Colorado Springs CO Private Residence,khering@moneyconcepts.com,,Salesforce
10913301,Inactive Investor,George Lorenz,Financial Advisor,LPL Financial LLC Melville NY 105 Maxess Rd,george.lorenz@lpl.com,,Salesforce
11041163,Inactive Investor,Tyrone Hutchinson,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,thutchinson@gwnsecurities.com,,Salesforce
10809069,Inactive Investor,Regina Connelly,,Purshe Kaplan Sterling Investments Melville NY 105 Broadhollow Rd,rconnelly@pksinvest.com,,Salesforce
9590091,,Aungkaan Dongsankaew,,,gagieindy@gmail.com,,List import
11197741,Inactive Investor,Tracy Nixon,Managing Partner,Tekmen Wells LLC,tnixon@tekmenwells.com,,Salesforce
10871245,Inactive Investor,Anastasia Hill,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",stacie.hill@nm.com,,Salesforce
9621478,,Waner Russo,,,wag.russo@hotmail.com,,List import
11061700,Inactive Investor,John Moran,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
9593875,,Said AIT lhoussaine,,,novaunda42@gmail.com,,List import
10754910,Inactive Investor,Nancy Kaufman,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",nancy.kaufman@nm.com,,Salesforce
211161,,Christine Kreuz,,[Unknown],bitbybit@yahoo.com,,
11035304,Inactive Investor,William Bounds,,Cetera Advisors LLC Chapel Hill NC 217 Providence Rd,william.bounds@ceteraadvisors.com,,Salesforce
9604327,,Mark Keeton,,,mark.keeton@gmail.com,,List import
10804316,Inactive Investor,Annelise Devine,,"Capital Investment Group, Inc.",abrittain@capital-invest.com,,Salesforce
7234596,,Charles M Smith,,,wvvdiyabbrhdb@valanides.com,,Web Form Fillout
9552235,,Charles Williams,,,randywilliams@financialguide.com,,List import
10963068,Inactive Investor,Jeffrey Clark,Partner;Wealth Advisor,Pine Grove Financial Group,jclark@pinegrovefg.com,,Salesforce
11125710,Inactive Investor,John Wilhelm,,"Northwestern Mutual Investment Services, LLC Glastonbury CT 437 Naubuc Ave",john.wilhelm@nm.com,,Salesforce
10852819,Inactive Investor,Drake Lichti,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,drake.lichti@fidelity.com,,Salesforce
11044237,Inactive Investor,Gregory Friddell,Registered Analyst;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Lansing MI 2501 Coolidge Rd",gregory.d.friddell@ml.com,,Salesforce
11106760,Inactive Investor,John Cress,Chief Compliance Officer;Founder;Managing Member;President,Practical Portfolios LLC,jcress@practicalportfolios.com,,Salesforce
10790384,Inactive Investor,Matthew Obert,Principal,Lifetime Capital Management Englewood CO 6312 S Fiddlers Green Cir,,,Salesforce
9618252,,John Dumont,,,dumont@archoncap.com,,List import
11145369,Inactive Investor,Louis Perfetti,Senior Vice President - Investment Officer,"Wells Fargo Advisors Financial Network, LLC Linwood NJ 201 Shore Rd",louis.perfetti@wellsfargoadvisors.com,,Salesforce
11006197,Inactive Investor,Meliza Bibiano,,"Wells Fargo Clearing Services, LLC Oakland CA 2220 Mountain Blvd",,,Salesforce
10833349,Inactive Investor,Steven Santucci,Client Associate,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",steve.santucci@wellsfargoadvisors.com,,Salesforce
9611497,,Heather Estes,,,hestes@riskalyze.com,,List import
11155644,Inactive Investor,Rashawn Ponder,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,rashawn.ponder@jpmorgan.com,,Salesforce
7265472,,David P Smith,,,tkmfkfjw@valanides.com,,Web Form Fillout
9634318,,D. Allen Shinners,,,ashinner@columbus.rr.com,,List import
10616724,,Robert Buoy,,,robert.buoy@lpl.com,,List Import
10853916,Inactive Investor,Joseph Lanza,Financial Advisor,LPL Financial LLC Ridgewood NJ 171 E Ridgewood Ave,joseph.lanza@lpl.com,,Salesforce
11028432,Inactive Investor,Shailja Seth,,NYLIFE Securities LLC Roswell GA 2650 Hazy Hollow Run,seths@ft.newyorklife.com,,Salesforce
11161904,Inactive Investor,Merrick Stewart,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 10250 Federal Blvd",merrick.stewart@wellsfargo.com,,Salesforce
11171268,Inactive Investor,Bart Shambaugh,Private Client Banker,J.P. Morgan Securities LLC Indianapolis IN 6910 W 38th St,bart.shambaugh@jpmorgan.com,,Salesforce
10949367,Inactive Investor,Carmen Youngblood,Senior Vice President;Senior Wealth Planner,"Wells Fargo Advisors Financial Network, LLC Plano TX 2400 Dallas Pkwy",,,Salesforce
10887499,Inactive Investor,Edison Parker,Managing Member,"Acropolis Partners, LLC",eparker@acropolis.partners,,Salesforce
9575235,,Abigail Spaulding,,,aspaulding@massmutual.com,,List import
10947818,Inactive Investor,Amy Downs-Hurst,,"Allstate Financial Services, LLC Bardstown KY 315 N 3rd St",amydownshurst@allstate.com,,Salesforce
11122874,Inactive Investor,Kennedy Stephen,,Citigroup Global Markets Inc.,,,Salesforce
11028228,Inactive Investor,Fnu Jawad Mahdi Ali Baig,,J.P. Morgan Securities LLC Hayward CA 255 W Jackson St,fnu.jawad-mahdi-ali-baig@jpmorgan.com,,Salesforce
10893913,Inactive Investor,Robert Solomon,,"The Investment Center, Inc. New York NY Private Residence",rsolomon@investmentctr.com,,Salesforce
11228337,Inactive Investor,Chris McNeil,,"VitalStone Financial, LLC",chris@vitalstonefinancial.com,210-782-9855,Salesforce
10799433,Inactive Investor,Maurice Swaby,,PFS Investments Inc. Brooklyn NY 300 Cadman Plz W,maurice.swaby@primerica.com,,Salesforce
11031165,Inactive Investor,Joseph Zappitelli,Financial Advisor,"Equitable Advisors, LLC Jefferson OH 1484 State Rte 46 N",joseph.zappitelli@equitable.com,,Salesforce
11046012,Inactive Investor,Ji Shin,,"Osaic Wealth, Inc. Brooklyn NY 122 Ashland Pl",,,Salesforce
10844700,Inactive Investor,Kevin Daniels,Chief Compliance Officer;Managing Member;President,Symphony Wealth Management Tampa FL 10430 Snowden Pl,,,Salesforce
11045404,Inactive Investor,Robert Harlin,,"Osaic Wealth, Inc. Dallas TX 5005 Lyndon B Johnson Fwy",,,Salesforce
11175707,Inactive Investor,Zachary Parker,Financial Consultant,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
10924955,Inactive Investor,Noreen Thomas,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
7351409,,Guy Johnson,,,radina5399@djpich.com,,Web Form Fillout
10847703,Inactive Investor,Ryan Lambert,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Latham NY 1205 Troy Schenectady Rd",ryan.lambert@ampf.com,,Salesforce
10843123,Inactive Investor,Thomas Hanson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Madison WI 2901 W Beltline Hwy",thomas.hanson@transamerica.com,,Salesforce
10824130,Inactive Investor,Terri Waggoner,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,terri.waggoner.gbfl@statefarm.com,,Salesforce
10764825,Inactive Investor,Peter Okin,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
11201185,Inactive Investor,Jeffrey Pifer,,"The Leaders Group, Inc.",,,Salesforce
11041224,Inactive Investor,Arrissa Clark,,PFS Investments Inc. Carson CA 1145 E Dominguez St,,,Salesforce
11000772,Inactive Investor,Braden Givens,,Styre Wealth,,,Salesforce
9595422,,John Dessouki,,,jdessouki@vantageconsultinggroup.com,,List import
10874393,Inactive Investor,Lizabeth Durrell,Financial Advisor,LPL Financial LLC Sun River OR Private Residence,lizabeth.durrell@lpl.com,,Salesforce
10831125,Inactive Investor,Charles Marvin,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Augusta GA 1 10th St,charles.marvin@morganstanley.com,,Salesforce
9639791,,Tara Sims,,,sims@ohsu.edu,,List import
11103515,Inactive Investor,Ahmed Farhan,,Wingate Capital Advisors LLC,,,Salesforce
9584152,,Keely Bottcher,"Investment Advisor, Investment Counselor",Fisher Investments,k.bottcher@fi.com,,List import
9591337,,Aaron Rust,,,arust@nugencapital.com,,List import
11065420,Inactive Investor,Brandon Ulmer,,Commonwealth Financial Network Saint Paul MN 919 Old Hwy 8 NW,bulmer@commonwealth.com,,Salesforce
10986399,Inactive Investor,Rachel Metallo,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,,,Salesforce
10931118,Inactive Investor,Kacie Edmonds,Financial Advisor,Edward Jones Hutto TX 151 Exchange Blvd,kacie.edmonds@edwardjones.com,,Salesforce
11185622,Inactive Investor,Joseph Clavin,Regional Vice President,PFS Investments Inc. Saint Louis MO 12166 Old Big Bend Rd,joseph.clavin@primerica.com,,Salesforce
10954980,Inactive Investor,Timothy Sullivan,,"Principal Securities, Inc.",,,Salesforce
9591202,,Dinesh Malkani,,,dkm77@yahoo.com,,List import
10993786,Inactive Investor,Nathan Laborie,,J.P. Morgan Securities LLC Prince Frederick MD 55 Stoakley Rd,nathan.laborie@jpmorgan.com,,Salesforce
105925,,Gavin Morrissey,"Managing Partner, Chief Compliance Officer","Fsa Wealth Management, Llc",gavin@fsawm.com,781-455-1020,Manual List Upload
11087174,Inactive Investor,Kevin Arvidson,Financial Advisor,Edward Jones Littleton CO 300 Plaza Dr,kevin.arvidson@edwardjones.com,,Salesforce
10907507,Inactive Investor,Margaret Bartelt,Founder;President,"Flow Financial Planning, L.L.C.",,,Salesforce
10998232,Inactive Investor,Jeffrey Carruth,,"Farmers Financial Solutions, LLC Riverton WY 213 W Main St",jcarruth@farmersagent.com,,Salesforce
10895694,Inactive Investor,Michael Harnett,Chief Compliance Officer;Managing Member;Portfolio Manager,Harnett Investment Advisers LLC,mharnett@harnettadvisers.com,,Salesforce
9546406,,Alessandro Maioli,,,nicemine72@gmail.com,,List import
11116877,Inactive Investor,Joseph Robichaud,,Fidelity Brokerage Services LLC,joseph.robichaud@fmr.com,,Salesforce
11003200,Inactive Investor,Cheryl Wilkins,,NYLIFE Securities LLC Indianapolis IN 500 E 96th St,cwilkins@ft.newyorklife.com,,Salesforce
11024283,Inactive Investor,Alan Pochter,Financial Advisor;Vice President,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",alan.pochter@rbc.com,,Salesforce
9573356,,Georgios Zoumpoulidis,,,techie@linuxmail.org,,List import
10908807,Inactive Investor,Michael Bishay,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,michael.bishay@fmr.com,,Salesforce
10771944,Inactive Investor,Jacklyn Tran,Financial Advisor,Morgan Stanley Palo Alto CA 245 Lytton Ave,jacklyn.tran@morganstanley.com,,Salesforce
10510890,,Ryan O'Connor,,Goldman Sachs Asset Management,ryan.oconnor@gs.com,,List Import
10959444,Inactive Investor,Stephen Sparolini,Wealth Advisor,"Perigon Wealth Management, LLC Walnut Creek CA 1990 N California Blvd",stephensparolini@perigonwealth.com,,Salesforce
11064057,Inactive Investor,Andrew Roussis,,PFS Investments Inc. Charlotte NC 1819 Charlotte Dr,andrew.roussis@primerica.com,,Salesforce
9632400,,Malik Lauture,,,dmaliklauture1@gmail.com,,List import
10853315,Inactive Investor,Terry Jaeger,,"Raymond James Financial Services, Inc. Elmwood Park IL 7708 W North Ave",terry.jaeger@raymondjames.com,,Salesforce
11052908,Inactive Investor,Robert Clay,,Cetera Financial Specialists LLC Sikeston MO 101 Kennedy Dr,robert.clay@ceterafs.com,,Salesforce
11052740,Inactive Investor,Frank Maynard,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,"Maynard Financial Services, LLC Sequim WA 11 N Olympic View Ave",,,Salesforce
9930942,,Kenneth Lucas,,,lucaspete8486@gmail.com,,Web Form Fillout
11236204,Inactive Investor,Venicia Figueroa,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
11059929,Inactive Investor,Scott Yarberry,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",scott.yarberry@schwab.com,,Salesforce
9608334,,David Quint,,,davidquint@bayview.com,,List import
10892488,Inactive Investor,Debra Schulz,,LPL Financial LLC Elgin IL 1707 N Randall Rd,debra.schulz@lpl.com,,Salesforce
9640830,,Charles Pollard,,,cpntexas@gmail.com,,List import
11180544,Inactive Investor,William Wise,,"Fenimore Securities, Inc.",,,Salesforce
11088328,Inactive Investor,Anne Pixler,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Oklahoma City OK 2601 NW Expy",anne.pixler@mutualofomaha.com,,Salesforce
11075570,Inactive Investor,Joseph King,,GWN Securities Inc. Hampton VA 2101 Executive Dr,jking@gwnsecurities.com,,Salesforce
10960695,Inactive Investor,Katherine Lewis,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10885121,Inactive Investor,Jamie Weitzenkamp,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",jamie.weitzenkamp@cunamutual.com,,Salesforce
11129275,Inactive Investor,Frederick Jackson,,"Ameritas Investment Company, LLC",frederick.jackson@ameritas.com,,Salesforce
10843395,Inactive Investor,April Walstad,Chief Compliance Officer;Chief Financial Officer;Director;President;Secretary,"Walstad Investment Counsel, Inc.",,,Salesforce
10834076,Inactive Investor,Charles Jaskowiak,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",cjaskowiak@ampf.com,,Salesforce
10931515,Inactive Investor,Stanley Godwin,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. Greensboro NC 1414 W Northwood St",stan.godwin@firstcitizens.com,,Salesforce
11192088,Inactive Investor,Joshua Colwell,,"Raymond James Financial Services, Inc. Newnan GA 254 Bullsboro Dr",josh.colwell@raymondjames.com,,Salesforce
237232,, -,,[[Unknown]],george.bashforth@crestbridge.com,,
10953118,Inactive Investor,Michael Morrison,Financial Advisor,LPL Financial LLC San Luis Obispo CA 751 Marsh St,m.morrison@lpl.com,,Salesforce
9546608,,Carrianne Coffey,,,c.coffey@fi.com,,List import
10860598,Inactive Investor,Christopher Rezek,Vice President;Wealth Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,chris.rezek.jr@jpmorgan.com,,Salesforce
11111967,Inactive Investor,Ashley Welch,,LPL Financial LLC Bismarck ND 1601 N 12th St,ashley.welch@lpl.com,,Salesforce
9602125,,Richard Marion,,,rmarion@sigmafinancial.com,,List import
10909963,Inactive Investor,Barbara Baie,,"Kuykendall & Schneider, Inc.",,,Salesforce
11081706,Inactive Investor,Steven Meves,Chief Investment Officer;Managing Director,"River Street Advisors, LLC",smeves@riverstreetadvisors.com,,Salesforce
11048424,Inactive Investor,Bozena Janczar,,PFS Investments Inc. Rancho Cucamonga CA 8540 Archibald Ave,bozena.janczar@primerica.com,,Salesforce
9589203,,Walter Rodriguez,,,manuel_rodriguez_23@hotmail.com,,List import
11209614,Inactive Investor,Stuart Shipley,Financial Advisor,Edward Jones Minden NV 1663 Lucerne St,stuart.shipley@edwardjones.com,,Salesforce
370623,,Dan Bernacki,,United States,dan@bdriowa.com,,Salesforce
10767678,Inactive Investor,Jacqueline Luckner,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",jacqueline.luckner@ml.com,,Salesforce
10487621,,Kyle Lynch,Director - Research and Analysis,"Equitable Advisors, LLC",kyle.lynch@equitable.com,,List Import
2243720,,Rick Blandford,,,rickfgb@gmail.com,5857891026,
11019568,Inactive Investor,Richard Mckean,Investment Advisor Representative,Blue Elm Advisors,,,Salesforce
27525,,Ony Pius,Chief Investment Officer,Aspire Capital Advisors LLC,ony@investwithaspire.com,,Database Upload
11183127,Inactive Investor,Annalisa Romano,,"Allstate Financial Services, LLC Fishkill NY 1012 Main St",annalisaromano@allstate.com,,Salesforce
10961021,Inactive Investor,Clayton Jarvis,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10879928,Inactive Investor,Kira Garcia,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kira.garcia@tiaa.org,,Salesforce
11210398,Inactive Investor,Sean Lucke,Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,sean.lucke@jpmorgan.com,,Salesforce
9546735,,Bongani Patrick Tsoaeli,,,bonganitsoaeli@gmail.com,,List import
10760465,Inactive Investor,Andrew Schultz,Director - Alternative Investments;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Miami Beach FL 1691 Michigan Ave,andrew.schultz@morganstanleypwm.com,,Salesforce
235651,, -,,[[Unknown]],sensory63@gmail.com,,
4558283,,Muhammet Esat,,,muhammetesat82@hotmail.com,,Web Form Fillout
220204,,Joanne Lamb,,[Unknown],bordayjo@gmail.com,,source
374551,,Joseph Brady,,[Unknown],beejabers@yahoo.com,860-287-9952,Salesforce
11043352,Inactive Investor,Raymond Goren,,"Equitable Advisors, LLC Garden City NY 100 Ring Rd W",raymond.goren@equitable.com,,Salesforce
11156336,Inactive Investor,Theodore Kouba,,Thrivent Investment Management Inc. Denver CO 501 S Cherry St,tkouba@pksinvest.com,,Salesforce
9632287,,STEVEN pool,,,pools3tomato777@gmail.com,,List import
11153093,Inactive Investor,Aaron Inkrote,Associate;Consultant,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,aaron.inkrote@ubs.com,,Salesforce
204908,,Glenn Gardner,,Gardner Realtors,chipgardner@gmail.com,5042363891,
9555419,,Liam Ellmann,,,iamliamellmann@gmail.com,,List import
10586098,,Gero Bauknecht,,,gero47c@gmail.com,,Web Form Fillout
11161755,Inactive Investor,Francis Petronella,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,frank.petronella.pvf2@statefarm.com,,Salesforce
10801146,Inactive Investor,Charles Powers,Branch Manager;Managing Director;Market Director,UBS Financial Services Inc. Boise ID 1161 W River St,charles.powers@ubs.com,,Salesforce
11031597,Inactive Investor,Michael Zimmermann,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12148 Lackland Rd",michael.zimmermann@prudential.com,,Salesforce
62933,,Andrew Allain,Financial Associate,Thrivent Investment Management Inc.,andy.allain@thrivent.com,,
10772634,Inactive Investor,Rollins Rubsamen,Institutional Consulting Director;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,rollins.rubsamen@msgraystone.com,,Salesforce
10862439,Inactive Investor,Jon Clare,Financial Advisor,"Osaic FA, Inc. Winnetka IL 181 Waukegan Rd",jon.clare@lfg.com,,Salesforce
9613799,,Scott Snyder,,,scott.snyder@archny.org,,List import
11068601,Inactive Investor,Michael Wagschal,Endowment and Foundation Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",,,Salesforce
10821817,Inactive Investor,Veronica Delgado,Senior Client Service Associate,UBS Financial Services Inc. McAllen TX 1700 S 10th St,veronica.delgado@ubs.com,,Salesforce
10920489,Inactive Investor,Loretta Bills,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,loretta.bills@ceteraadvisors.com,,Salesforce
11010902,Inactive Investor,Ryan Bernstine,Associate,"Osaic Wealth, Inc. Henrico VA 3761 Westerre Pkwy",,,Salesforce
10847430,Inactive Investor,Derek Martin,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"56 Capital Partners, Ltd",,,Salesforce
10614985,,Kenneth Bracht,"Financial Advisor, Financial Planning Specialist, Portfolio Management Associate",,kenneth.bracht@morganstanley.com,,List Import
241614,,Thomas Rosedale,Chief Executive Officer,Newfound Research Llc,tom@thinknewfound.com,617-531-9773,Manual List Upload
11101101,Inactive Investor,Cheryl Sherrill,,LPL Financial LLC Dalton GA 2201 Executive Park Dr,cheryl.sherrill@lpl.com,,Salesforce
11201374,Inactive Investor,Carl Salvato,,"Raymond James Financial Services, Inc. Lakeland FL 1525 S Florida Ave",carl.salvato@raymondjames.com,,Salesforce
11020607,Inactive Investor,Justin Rivera,,Neuberger Berman BD LLC,justin.rivera@nb.com,,Salesforce
11066438,Inactive Investor,Jeffrey Overberg,Financial Advisor,Edward Jones Wapakoneta OH 404 Hamilton Rd,jeffrey.overberg@edwardjones.com,,Salesforce
10832922,Inactive Investor,Eddie Viscovich,Advisor,LPL Financial LLC Woodside NY 6020 Woodside Ave,eddie.viscovich@lpl.com,,Salesforce
10777426,Inactive Investor,Robert Cappiello,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stamford CT 301 Tresser Blvd",robert_cappiello@ml.com,,Salesforce
10918322,Inactive Investor,Stephen Stafutti,Private Banker,Citigroup Global Markets Inc.,stephen.stafutti@citigroup.com,,Salesforce
10941233,Inactive Investor,Sahar Zarmehri,,Citigroup Global Markets Inc.,,,Salesforce
10780736,Inactive Investor,Kenneth Dyer,,The O.N. Equity Sales Company Greeley CO Private Residence,,,Salesforce
11167315,Inactive Investor,Michael Segura,,"Farmers Financial Solutions, LLC Lakewood CA 2725 Candlewood St",msegura1@farmersagent.com,,Salesforce
11086856,Inactive Investor,Coy Prewitt,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",coy.prewitt@ml.com,,Salesforce
11171884,Inactive Investor,Robert Krieger,,"Cambridge Investment Research, Inc. New York NY 21 W 46th St",,,Salesforce
11144806,Inactive Investor,Tina Bryant,Wealth Management Associate,Morgan Stanley Atlanta GA 5 Concourse Pkwy,tinamarie.bryant@morganstanley.com,,Salesforce
10843031,Inactive Investor,Brett Hober,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,,,Salesforce
9541755,,rashid behesht,,,rashid.beheshtpasand01@gmail.com,,List import
10857413,Inactive Investor,Wade Homan,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,wade.homan@primerica.com,,Salesforce
339915,,Victoria Trumbower,Managing Member,Trumbower Financial Advisors Llc,vmt@trufinancial.com,301-215-8340,Manual List Upload
10826852,Inactive Investor,Daniel Weninger,Financial Advisor,LPL Financial LLC Fond Du Lac WI 1080 S Main St,dan.weninger@lpl.com,,Salesforce
10826750,Inactive Investor,Mark Tetuan,Financial Advisor,"Ameriprise Financial Services, LLC Erie PA Private Residence",mark.o.tetuan@ampf.com,,Salesforce
11098898,Inactive Investor,Paul Padovani,Chief Compliance Officer;Founder;President,Padovani Asset Management,,,Salesforce
10919280,Inactive Investor,Mary Kelley,Client Service Associate,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,mary.kelley@ubs.com,,Salesforce
10615636,,Michael Cuttita,Financial Advisor,,michael.cuttita@lpl.com,,List Import
10815297,Inactive Investor,Douglas Woodruff,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Charlotte NC 4529 Sharon Rd",douglas.woodruff@schwab.com,,Salesforce
10778830,Inactive Investor,Milagros Vega,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",milagros_salomon@ml.com,,Salesforce
10620048,,Mason Eisenberg,,,meisenberg@greatbanctrust.com,,List Import
11047546,Inactive Investor,Curtis Becker,Regional Leader,PFS Investments Inc. La Crosse WI 601 7th St N,curtis.becker@primerica.com,,Salesforce
11054888,Inactive Investor,Kimberly James,Portfolio Associate,Morgan Stanley Destin FL 4458 Legendary Dr,kimberly.james@morganstanley.com,,Salesforce
9572756,,Daniel Threlkeld,,,jamalthrelkeld@financialguide.com,,List import
10943954,Inactive Investor,Robert Liebman,,"Equity Services, Inc. Boca Raton FL 433 Plaza Real",rliebman@nationallife.com,,Salesforce
11048479,Inactive Investor,Douglas Morton,Financial Advisor;Member,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,dmorton@savantwealth.com,,Salesforce
10891359,Inactive Investor,Jeffery Yates,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
197938,,David Johnson,,TWRU Private Wealth Management,djohnson@twru.com,,
10614578,,Gary Backer,Financial Advisor,,gary.backer@morganstanley.com,,List Import
342201,, -,,[[Unknown]],homelive365@naver.com,,
11099359,Inactive Investor,David Krigstein,Director,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,david.krigstein@ubs.com,,Salesforce
11221724,,Travis Allen,,,travis.allen@alliancebernstein.com,,List Import
11040537,Inactive Investor,Larry Ennenga,Owner;Wealth Advisor,"Avior Wealth Management, LLC",larry.ennenga@aviorwealth.com,,Salesforce
10960921,Inactive Investor,Karim Alattar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",,,Salesforce
9607569,,Roger Thomas,,,rthom138@fiu.edu,,List import
9549093,,Robyn Transport,,,rtransport@tagassoc.com,,List import
10843289,Inactive Investor,James Boone,Financial Advisor,"Raymond James & Associates, Inc. Boerne TX 116 W Blanco Rd",james.boone@raymondjames.com,,Salesforce
9564339,,Jeffrey Macelli,,,jeffrey.macelli@morganstanley.com,,List import
10956602,Inactive Investor,Logan Watta,,Edward Jones Lockport IL 1057 E 9th St,logan.watta@edwardjones.com,,Salesforce
9554975,,Mark Saye,,,mark.saye@lfg.com,,
11115444,Inactive Investor,David Byrum,Financial Advisor,Edward Jones Humboldt TN 1920 Hwy 45 Byp,david.byrum@edwardjones.com,,Salesforce
10840050,Inactive Investor,Heather Moen,,Morgan Stanley San Francisco CA 101 California St,,,Salesforce
58961,,Charles Potts,"Insurance Representative, Investment Advisor Representative","MML Investors Services, LLC",cpotts@massmutual.com,413-737-8400,
11132847,Inactive Investor,David Eidell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",david_eidell@ml.com,,Salesforce
11235110,Inactive Investor,Kyle Stuckey,Wealth Advisor,Almanack Investment Partners Camp Hill PA 4660 Trindle Rd,kstuckey@almanackip.com,,Salesforce
10942069,Inactive Investor,Donald Albiston,Private Wealth Advisor,"Osaic FA, Inc. Ashland NH Private Residence",donald.albiston@lfg.com,,Salesforce
10924760,Inactive Investor,Danielle Stermer,,LPL Financial LLC,danielle.stermer@lpl.com,,Salesforce
10798367,Inactive Investor,Timothy Obyrne,,"Concourse Financial Group Securities, Inc.",tim.obyrne@concoursefinancial.com,,Salesforce
10661210,,Gabriel Angel Del valle,,,delvallegabriel82@gmail.com, +595 981502708,Web Form Fillout
10828172,Inactive Investor,Nicholas Salas,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,Maceratio LLC,,,Salesforce
93794,,Ryan Zacharczyk,President,Zynergy Retirement Planning,ryanz@zynergyfinancial.com,732-822-9719,Manual List Upload
10793071,Inactive Investor,Bart Olson,,"Portfolio Advisors Group, Inc. Gig Harbor WA 3617 53rd St NW",,,Salesforce
10877620,Inactive Investor,Mason Pendleton,Financial Advisor Associate,Morgan Stanley Oxnard CA 300 E Esplanade Dr,mason.pendleton@morganstanley.com,,Salesforce
1005147,Inactive Investor,Oscar Chow,,TBD,oscarchow1990@yahoo.com.hk,0,
11181346,Inactive Investor,Jing O'Brien,,LPL Financial LLC Deerfield IL 1020 Milwaukee Ave,jing.obrien@lpl.com,,Salesforce
11099239,Inactive Investor,Richmond Lee,Financial Advisor,Edward Jones Honolulu HI 500 Ala Moana Blvd,richmond.lee@edwardjones.com,,Salesforce
10361935,,Ralph Rivers,,,rmichaelrivers@gmail.com,,Web Form Fillout
57432,,William Bergstrom,"Executive Officer, Financial Advisor",Focus Financial,bbergstrom@focusfinancial.com,651-379-3901,
334676,,Michael Boxer,"Managing Director, Private Real Estate Debt",Centersquare Investment Management Llc,mboxer@centersquare.com,610-834-9500,Manual List Upload
11136945,Inactive Investor,Oswaldo Alanis,Client Service Associate,Morgan Stanley Oak Brook IL 2211 York Rd,oswaldo.alanis@morganstanley.com,,Salesforce
9589208,,Dagny Young,,,dagny.young@sunbeltsecurities.com,,List import
9609425,,Tom McNally,,,tom.mcnally@wstam.com,,List import
11004916,Inactive Investor,Karla Honeywell,,PFS Investments Inc. Lancaster PA 440 Running Pump Rd,khoneywell@primerica.com,,Salesforce
11141018,Inactive Investor,Brian Keeley,Financial Advisor,Edward Jones Leavenworth KS 419 Shawnee St,brian.keeley@edwardjones.com,,Salesforce
11254460,Inactive Investor,David Sarkisian,,"Ameritas Investment Company, LLC Exeter CA 160 S E St",,,Salesforce
11127769,Inactive Investor,George Hawkins,Financial Professional,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",george.hawkins@equitable.com,,Salesforce
10863234,Inactive Investor,Gary Sult,,"Osaic Wealth, Inc. Crossville TN 1003 Ewa Dr",,,Salesforce
9601456,,Mark Sca,,,kreeptomaniac@gmail.com,,List import
9630766,,jay knight,,,jgknight@syr.edu,,List import
1003132,Inactive Investor,John Gladdis,,Biltmore International Corporation,jgladdis@biltmoretrading.com,,3rd Party Lead Gen
11190370,Inactive Investor,Andrew Bolin,Financial Consultant,Thrivent Investment Management Inc. Saint Louis MO 3008 Sutton Blvd,andrew.bolin@thrivent.com,,Salesforce
11054396,Inactive Investor,Katrina Lessard,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor;Managing Member,Lessard Wealth Management,klessard@lessardwealth.com,,Salesforce
10505171,,Keith Bruni,VP EDUCATION & BUSINESS DEVELOPMENT,GWN SECURITIES,kbruni@gwnsecurities.com,561-598-5335,List Import
10777016,Inactive Investor,Alan Webb,Senior Vice President,LPL Financial LLC Oklahoma City OK 12201 N May Ave,alan.webb@lpl.com,,Salesforce
10876760,Inactive Investor,Aaron Storiale,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10656102,,Thomas Morris,,,thomas.morris@pnc.com,,List import
10825613,Inactive Investor,Thomas Piland,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",thomas_piland@ml.com,,Salesforce
230187,, -,,[[Unknown]],coachtinomanuel@gmail.com,,Paid Social
9575736,,Bradley Roberts,,,bradley.roberts@royalaa.com,,List import
10995955,Inactive Investor,Jeffery Holmes,Chief Compliance Officer;Managing Member,Investream,,,Salesforce
10779671,Inactive Investor,Shannon Astrike,,Cetera Financial Specialists LLC Midland MI 1618 Denver St,shannon.astrike@ceterafs.com,,Salesforce
10948601,Inactive Investor,Kevin Dykes,Financial Professional,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",kdykes@financialguide.com,,Salesforce
11187882,Inactive Investor,Valerie Perez,,J.P. Morgan Securities LLC Houston TX 712 Main St,valerie.m.perez@jpmorgan.com,,Salesforce
11094051,Inactive Investor,Yali Qin,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10758793,Inactive Investor,John Goodman,Managing Director;Senior Partner,McDonald Partners LLC Cleveland OH 1255 Euclid Ave,,,Salesforce
9585007,,Mark Deault,Senior Investment Writer,Fisher Investments,m.deault@fi.com,,List import
11164931,Inactive Investor,Douglas Hallett,,"Parkland Securities, LLC Cincinnati OH Private Residence",dhallett@parklandrep.com,,Salesforce
10876719,Inactive Investor,Emma Nealis,,Deutsche Bank Securities Inc.,,,Salesforce
11125312,Inactive Investor,Rachel Hesse,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,rhesse@primerica.com,,Salesforce
9562074,,Shellee Pietras,,,shellee.pietras@voyafa.com,,List import
10619389,,Marko Govedarica,,,marko.govedarica@morganstanley.com,,List Import
11080530,Inactive Investor,Rachel Bullis,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rachel.s.bullis@jpmorgan.com,,Salesforce
10827002,Inactive Investor,Douglas Swartout,,LPL Financial LLC Portland OR 8383 NE Sandy Blvd,douglas.swartout@lpl.com,,Salesforce
171083,,Antwan Hamilton,,[Unknown],artifiseurllc@gmail.com,,
10904097,Inactive Investor,Heike Beeson,Financial Advisor,Edward Jones Wichita KS 6019 E Central Ave,heike.beeson@edwardjones.com,,Salesforce
9627364,,Israel Torres,,,yaritorres0113@gmail.com,,List import
11083269,Inactive Investor,Paula Bernard,,"W&S Brokerage Services, Inc. Baton Rouge LA 5555 Hilton Ave",paula.bernard@wslife.com,,Salesforce
9642557,,Tyler Moran,Senior Financial Analyst,First Trust Canada,tylermoran@firsttrust.ca,,List import
11236578,Inactive Investor,Reyn Eichenlaub,Wealth Advisor,Canopy Wealth Management Birmingham MI 380 N Old Woodward Ave,reyn@canopy-wealth.com,,Salesforce
10845311,Inactive Investor,Kenneth Clyde,,LPL Financial LLC Cool CA Private Residence,,,Salesforce
10897434,Inactive Investor,Drew Sappenfield,,"Cambridge Investment Research, Inc. Villa Grove IL 1 N Sycamore St",,,Salesforce
10648169,,Justina Welch,,,justina@integrity-wealth.com,,List Import
10960052,Inactive Investor,Mason Bondurant,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9629064,,Robert Phillips,,,robphillips1@hotmail.co.uk,,List import
4923809,,George Kafkarkou,,,george@kafkarkou.com,,Web Form Fillout
10750512,Inactive Investor,Carlos Rodon,,Oriental Financial Services LLC,,,Salesforce
11182282,Inactive Investor,John Gray,Chief Financial Officer,"Beacon Pointe Advisors, LLC",jgray@beaconpointe.com,,Salesforce
9581552,,ZHENG WEI,,,zw2221006@hotmail.com,,List import
11128719,Inactive Investor,Gary Mills,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",gary.mills@wellsfargoadvisors.com,,Salesforce
11217595,,Cristal Chung,,,cristal.chung@citigroup.com,,Other
11030530,Inactive Investor,Laura Rainier,,"Osaic FA, Inc. Baton Rouge LA 115 E Greens Dr",laura.rainier@lfg.com,,Salesforce
370779,,Doug Roach,,United States,dougroach8246@comcast.net,,Salesforce
10488278,,Louis Grabowsky,"Co-Founder, Managing Director, Member","Juniper Capital Management, LLC",lgrabowsky@junipercapmgt.com,,List Import
11113400,Inactive Investor,Gregory Swenson,Analyst;Financial Planning Specialist;Private Wealth Advisor;Registered Associate,Morgan Stanley New York NY 55 E 52nd St,greg.swenson@morganstanley.com,,Salesforce
10787421,Inactive Investor,Adam Kaufman,,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,adam_kaufman@glic.com,,Salesforce
10901815,Inactive Investor,Addison Harris,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",,,Salesforce
9589112,,Korana TOMIC,,,korana_t@hotmail.com,,List import
345965,,Pitso Makatile,,[Unknown],pitso@nurvgroup.co.za,,
11049383,Inactive Investor,Eric Krattiger,Wealth Preservation Strategist,"Premier Wealth Advisors, Inc.",eric@premierwealthcoach.com,,Salesforce
11014404,Inactive Investor,Craig Sanger,,"Osaic Wealth, Inc. Overland Park KS 11101 Switzer Rd",,,Salesforce
10925182,Inactive Investor,Mike Pech,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,mike.pech@jpmorgan.com,,Salesforce
10840290,Inactive Investor,Zachary Eitzen,Financial Advisor,Oppenheimer & Co. Inc. Tucson AZ 10195 N Oracle Rd,zach.eitzen@opco.com,,Salesforce
10875997,Inactive Investor,Ronald Stroop,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
10884601,Inactive Investor,James Stroupe,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",kelvin.stroupe@truist.com,,Salesforce
9573235,,Matthew Lujan,,,matthew.lujan@usaa.com,,List import
10763318,Inactive Investor,Nycole Vannata,,&Partners Staten Island NY Private Residence,,,Salesforce
11156817,Inactive Investor,John Theophilos,Financial Advisor,LPL Financial LLC Braintree MA 220 Forbes Rd,john.theophilos@lpl.com,,Salesforce
9578151,,Ava Overman,Financial Advisor,"VALIC Financial Advisors, Inc. Plano TX 2745 Dallas Pkwy",ava.overman@valic.com,720-275-5529,List import
11152654,Inactive Investor,Eric Wang,,"Globalink Securities, Inc.",eric.wang@globalinkusa.com,,Salesforce
11177921,Inactive Investor,Collin Bottolfson,Wealth Advisor,LPL Financial LLC Pinellas Park FL Private Residence,collin.bottolfson@lpl.com,,Salesforce
9592257,,Jennifer Lada,,,lada@shorelineequitypartners.com,,List import
10917167,Inactive Investor,Donald Houck,,"Avantax Investment Services, Inc. Vancouver WA Private Residence",,,Salesforce
10892003,Inactive Investor,James Dillon,,"Regulus Financial Group, LLC Plymouth IN 2901 Miller Dr",,,Salesforce
372618,,Chris Cronn,,United States,clcronn@gmail.com,,Salesforce
10847544,Inactive Investor,Mark Thompson,Founder;Member,"Trellis Wealth Advisors, LLC",mark@trelliswealth.com,,Salesforce
10909673,Inactive Investor,Brandon Gattis,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,brandon.gattis@fidelity.com,,Salesforce
10795306,Inactive Investor,Jodi Madonna,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Jericho NY 2 Jericho Plz,jodi.madonna@opco.com,,Salesforce
9609061,,Hacker Tza,,,simkokosusan@gmail.com,,List import
10658240,,Christopher Crawford,,,chris.crawford@schwab.com,,List Import
201432,,Scott Stambush,,Stambush Staffing,scott@stambush.com,7135823444,Organic Search
9629500,,James Stallins,,,onedcdude@yahoo.com,,List import
9559708,,Maurice Schriever,,,maurice.schriever@securitiesamerica.com,,List import
10772178,Inactive Investor,Maria Tribble,,Edward Jones Byrnes Mill MO Private Residence,maria.tribble@edwardjones.com,,Salesforce
11085476,Inactive Investor,Samantha Snider,,"Northwestern Mutual Investment Services, LLC Morgantown WV 1053 Maple Dr",amantha.snider@nm.com,,Salesforce
11237167,Inactive Investor,Makena Minton,Area Vice President;Investment Advisor Representative,Gibco Capital Advisors,mminton@gibcocapital.com,,Salesforce
11156503,Inactive Investor,Anthony Cappelluzzi,Financial Service Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 9385 N 56th St",anthony.cappelluzzi@ml.com,,Salesforce
10878597,Inactive Investor,Michael Mondello,,LPL Financial LLC Mystic CT 12 Roosevelt Ave,michael.mondello@lpl.com,,Salesforce
11161042,Inactive Investor,Travis Moss,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",,,Salesforce
11120741,Inactive Investor,Shane Martin,,NYLIFE Securities LLC Springfield MO 3534 E Sunshine St,smartin@ft.newyorklife.com,,Salesforce
9648416,,Kenneth Jackson,,,kennnjackson@gmail.com,,List import
11196785,Inactive Investor,Brian Ramirez,,J.P. Morgan Securities LLC Sacramento CA 1300 21st St,brian.ramirez@jpmorgan.com,,Salesforce
11075643,Inactive Investor,Sabrina Freeman,,LPL Financial LLC Rogers AR 3975 W New Hope Rd,sabrina.freeman@lpl.com,,Salesforce
10510517,,Keith Botti,"Executive Director, Head of Capital Markets",ProShares,kbotti@proshares.com,,List Import
11194470,Inactive Investor,Daniel Connor,,State Farm VP Management Corp. Denver NC 7918 Natalie Commons Dr,,,Salesforce
11290717,Inactive Investor,Terrence Tedeschi,,RWA Wealth Partners,terrence.tedeschi@ropeswealth.com,617-321-2200,Salesforce
10850790,Inactive Investor,Asena Landry,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,asena.seven@fidelity.com,,Salesforce
11092939,Inactive Investor,Serena Cruz,,"VALIC Financial Advisors, Inc.",serena.cruz@valic.com,,Salesforce
11024348,Inactive Investor,Stephanie Franke,,"RBC Capital Markets, LLC Houston TX 609 Main St",,,Salesforce
9621953,,xueqiu liu,,,569333469@qq.com,,List import
10926472,Inactive Investor,Victoria Pelit,,Fidelity Brokerage Services LLC,,,Salesforce
11146257,Inactive Investor,Edwin Marino,,"Cambridge Investment Research, Inc. Grand Rapids MI 3066 Lake Eastbrook Blvd SE",,,Salesforce
10945721,Inactive Investor,David Goar,,"Promontory Financial Planning, LLC Farmington UT 1826 E 3100 N",david@promontoryfp.com,,Salesforce
9565099,,Brad Buckler,,,brad@dskc1.com,,List import
11071702,Inactive Investor,John Acevedo,,Santander Securities LLC Secaucus NJ 1322A Paterson Plank Rd,john.acevedo@santanderinvestments.com,,Salesforce
10960057,Inactive Investor,Antonina Berkovich,,Citigroup Global Markets Inc.,,,Salesforce
9576012,,Sean Bergin,,,sbergin@ironview.com,,List import
9637110,,Thomas Heald,,,tom@eadsheald.com,,List import
10856819,Inactive Investor,Sandra Morales,,PFS Investments Inc. San Antonio TX 911 Isom Rd,sandra.cardenas@primerica.com,,Salesforce
9596865,,Yessica Margiyuna,,,yuna.marg@gmail.com,,List import
10916809,Inactive Investor,Kristine Reed,Compliance Manager,"Raymond James & Associates, Inc. Tarpon Springs FL Private Residence",kristine.reed@raymondjames.com,,Salesforce
9633756,,Novel Arif,,,arif.novel@gmail.com,,List import
10966544,Inactive Investor,Susan Blair,,"Advisors Crypto, Inc. Cedar Park TX Private Residence",,,Salesforce
11186069,Inactive Investor,Daniel Weiss,,Jefferies LLC,dweiss@jefferies.com,,Salesforce
10960950,Inactive Investor,Henry Dennis,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10659480,,Kesly Leon,,,kleon@farmersagent.com,,List Import
11234828,Inactive Investor,Frank Navario,Advisory Representative,"Summit Asset Management, LLC",frank@summitplanninggroup.com,,Salesforce
51044,,Ryan McLain,Investment Executive,"Fifth Third Securities, Inc.",ryan.mclain@53.com,239-225-6560,
10846301,Inactive Investor,Joanne Hardin,Associate Financial Advisor,"Ameriprise Financial Services, LLC Dearborn MI 835 Mason St",joanne.m.hardin@ampf.com,,Salesforce
11050113,Inactive Investor,Patricia Respess,,"Osaic Institutions, Inc. Edenton NC 101 W Queen St",,,Salesforce
10829344,Inactive Investor,Edward Gennrich,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 32255 Northwestern Hwy",egennrich@ampf.com,,Salesforce
10646630,,Randi Zamazal,,,randi_zamazal@ml.com,,List Import
225868,, -,,[[Unknown]],tj2294@columbia.edu,,Initial Salesforce Import
10767712,Inactive Investor,Carol Mani Johnston,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Antonio TX 200 Concord Plaza Dr,carol.manijohnston@ubs.com,,Salesforce
10487270,,Ann McClain,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",ann_mcclain@ml.com,,List Import
11232404,Inactive Investor,Stacy Burns,,PFS Investments Inc. La Crosse WI 2519 South Ave,,,Salesforce
10809859,Inactive Investor,Meredith Rees,Financial Advisor,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,mwoods@rwbaird.com,,Salesforce
10775062,Inactive Investor,Katiria Rodriguez,,UBS Financial Services Inc. Fort Lauderdale FL 401 E Las Olas Blvd,katiria.rodriguez@ubs.com,,Salesforce
9574029,,Kirk Jones,,,kirkjones@financialguide.com,,List import
337915,,Elaine Mann,Partner And Chief Operating Officer,"The Baupost Group, L.l.c.",emann@baupost.com,617-210-8300,Manual List Upload
10820236,Inactive Investor,Derek Williams,Financial Consultant,"Equitable Advisors, LLC Honolulu HI 1003 Bishop St",derek.williams@equitable.com,,Salesforce
10941182,Inactive Investor,Evan Lavecchia,,Fidelity Brokerage Services LLC Dallas TX 5005 Lyndon B Johnson Fwy,,,Salesforce
11036125,Inactive Investor,Kelsi Sedore,,LPL Financial LLC Poughkeepsie NY 10 Raymond Ave,kelsi.sedore@lpl.com,,Salesforce
9606203,,Randy Hill,,,hill.randy@att.net,,List import
9642758,,Pierre Gohia,,,pierregohia@gmail.com,,List import
10790223,Inactive Investor,Clara Campbell,,PFS Investments Inc. Decatur GA 5304 Panola Industrial Blvd,clara.campbell@primerica.com,,Salesforce
9630132,,Matt Birt,,,birtmatthew@gmail.com,,List import
11149601,Inactive Investor,Alexander Johnston,Financial Advisor,Edward Jones Albert Lea MN 126 S Washington Ave,alex.johnston@edwardjones.com,,Salesforce
165329,,Daniel Fullerton,,[Unknown],healtheee1@gmail.com,,
11188638,Inactive Investor,Mary Schoff,,Morgan Stanley Sarasota FL 2 N Tamiami Trl,,,Salesforce
9641479,,Thaddeus Fox,,,tdfox11@gmail.com,,List import
11017082,Inactive Investor,Annahid Samiljan,Financial Advisor,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",annahid.samiljan@equitable.com,,Salesforce
11141230,Inactive Investor,Mark Hammond,Financial Advisor,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",mark.hammond@wellsfargo.com,,Salesforce
10814520,Inactive Investor,Richea Powell,Chief Executive Officer;Managing Director;Partner;President;Regulatory Contact,Haven Wealth Group,richeapowell@havenwealthgroup.com,,Salesforce
9615691,,Fred Buluku,,,fredbuluku@gmail.com, +254722902978,List import
11114983,Inactive Investor,Alexander Hugues,Financial Professional,PlanMember Securities Corporation San Dimas CA 540 E Foothill Blvd,rhugues@planmembersec.com,,Salesforce
10811829,Inactive Investor,Joshua Herrin,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Kennewick WA 1009 N Center Pkwy",josh.herrin@rbc.com,,Salesforce
11043401,Inactive Investor,Catherine Jenson,Advisor;Wealth Advisor,Landmark Wealth Management Group,cathyjenson@landmarkwealth.net,,Salesforce
11192590,Inactive Investor,Kent Krause,,"L&L Financial Services, LLP",kent@ll-financial.com,,Salesforce
11078010,Inactive Investor,John Maybury,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,john_maybury@vanguard.com,,Salesforce
11131172,Inactive Investor,Latisha Pryor,,Morgan Stanley San Luis Obispo CA 1321 Osos St,,,Salesforce
10845621,Inactive Investor,Brock Allender,Financial Representative,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",brock.allender@nm.com,,Salesforce
10986356,Inactive Investor,Jamille Thomas,,J.P. Morgan Securities LLC McKinney TX 4990 W Eldorado Pkwy,jamille.thomas@jpmorgan.com,,Salesforce
10658917,,Anna Nelis,,,anna.nelis@nm.com,,List Import
11202789,Inactive Investor,Jacob Milam,Financial Advisor,"Gateway Wealth Partners, LLC Midland TX 4305 N Garfield St",,,Salesforce
9572226,,Kathleen Bartlow,,,kbartlow@nbtcapm.com,,List import
11041707,Inactive Investor,Maria Torruella,Account Vice President,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,maria.torruella@ubs.com,,Salesforce
10892008,Inactive Investor,John Anderson,Designated Principal;Financial Planner;Managing Member,"AFP Group, LLC",janderson@afpgroupllc.com,,Salesforce
10788985,Inactive Investor,Robert Woolf,Executive Director;Financial Advisor,Morgan Stanley Norwell MA 141 Longwater Dr,bob.woolf@morganstanley.com,,Salesforce
11298538,Inactive Investor,Griffin Kirsch,,Griffin and Laura Kirsch Revocable Living Trust,griffin@gkwealthmanagement.com,,Salesforce
9646231,,Michael Araco,,,maaraco@hotmail.com,,List import
10862012,Inactive Investor,Michael Charvala,Chief Compliance Officer;Chief Operations Officer,M&R Capital Management Inc,mcharvala@mrcapco.com,,Salesforce
11191694,Inactive Investor,Josephine Santos,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",josephine.santos@raymondjames.com,,Salesforce
9629265,,walter salama,,,walter@bitpatagonia.com,,List import
346246,,Stefanie Knaub,Senior Living Services,Rkl Wealth Management Llc,sknaub@rklcpa.com,717-399-1700,Manual List Upload
10849216,Inactive Investor,James Pillow,Managing Director - Investments;Portfolio Manager,"Moors & Cabot, Inc. Winter Park FL 941 W Morse Blvd",jpillow@moorscabot.com,,Salesforce
10972520,Inactive Investor,Joseph Davids,,Santander Securities LLC Philadelphia PA 4952 Parkside Ave,,,Salesforce
10813008,Inactive Investor,Terence Holland,,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",terry.holland@wellsfargo.com,,Salesforce
10868306,Inactive Investor,Moncherie Mason,,MissionSquare Investment Services,cmason@icmarc.org,,Salesforce
10863671,Inactive Investor,Susan Lipscomb,Corporate Secretary;Treasurer;Vice President,"Argent Wealth Management, Inc.",susan@awmtx.com,,Salesforce
9603370,,JUSTIN GILMORE,,,jgilmore@hiddenroad.com,,List import
11235340,Inactive Investor,Joshua Legband,Senior Planning Advisor,Great Waters Financial,joshua@mygreatwaters.com,,Salesforce
10839802,Inactive Investor,Leanne Jordan,,Fidelity Brokerage Services LLC Grand Rapids MI 3480 28th St SE,leanne.jordan@fidelity.com,,Salesforce
245789,,Not Provided,SVP Operational Risk,ABA,pbenda@aba.com,,Manual List Upload
10822391,Inactive Investor,Gary Letendre,,PFS Investments Inc. Leominster MA 285 Central St,gary.letendre@primerica.com,,Salesforce
246338,,Not Provided,Documentation Group Lead,Service Mission Office,andygibbonsster@gmail.com,,Manual List Upload
11112368,Inactive Investor,Carol Munoz,,Wedbush Securities Inc. La Jolla CA 1200 Prospect St,carol.munoz@wedbush.com,,Salesforce
11094410,Inactive Investor,Matthew Nickels,Financial Advisor,Edward Jones North Ridgeville OH 36591 Center Ridge Rd,matthew.nickels@edwardjones.com,,Salesforce
9543900,,Chen Cheah,,,chenkin.cheah@tfaconnect.com,,List import
11096574,Inactive Investor,Scott Robertson,,"Empower Financial Services, Inc Saint Paul MN 60 Empire Dr",scott.robertson@gwrs.com,,Salesforce
11179435,Inactive Investor,Nathan Durham,Client Associate,"Wells Fargo Clearing Services, LLC Savannah GA 200 Stephenson Ave",,,Salesforce
210146,,Bryce Schweers,,[Unknown],bryceschweers@aim.com,,source
10997201,Inactive Investor,Miles Turner,,"Ameritas Investment Company, LLC Fairfax VA 4069 Chain Bridge Rd",miles.turner@ameritas.com,,Salesforce
10953122,Inactive Investor,Joshua Geiger,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",joshua.d.geiger@nm.com,,Salesforce
9576126,,Kim Davis,,,kim.davis@concoursefinancial.com,,List import
11053571,Inactive Investor,Steven Payne,Vice President;Wealth Manager,United Capital Financial Advisors San Diego CA 4370 La Jolla Village Dr,steve.payne@gs.com,,Salesforce
11231763,Inactive Investor,Kirk White,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9614382,,Kianoosh Maseri,,,kianaseri2@gmail.com,,List import
11235771,Inactive Investor,William Reed,Financial Coach,"First Financial Coaching, Inc.",,,Salesforce
11069717,Inactive Investor,Shelby Sutter,,"HighTower Securities, LLC Henderson NV 2360 Corporate Cir",ssutter@hightoweradvisors.com,,Salesforce
10909509,Inactive Investor,Steven Haygood,,"Osaic Wealth, Inc. Cincinnati OH Private Residence",shaygood@osaicwealth.com,,Salesforce
10941461,Inactive Investor,Dylan Dobrosky,,LPL Financial LLC,dylan.dobrosky@lpl.com,,Salesforce
11166390,Inactive Investor,Tyler Gummow,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10782454,Inactive Investor,David Fraley,Portfolio Management Associate,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,david.fraley@morganstanley.com,,Salesforce
10998842,Inactive Investor,Sarah Lacoste-Brown,,"U.S. Bancorp Investments, Inc. Seaside OR 251 Avenue A",,,Salesforce
11043197,Inactive Investor,Timothy Bunt,,"Ameriprise Financial Services, LLC Arlington TX 2340 W Interstate 20",timothy.bunt@ampf.com,,Salesforce
10567435,,Thiru Murugan Panneer Selvam,,,pthirumurugan87@gmail.com,,Web Form Fillout
11012027,Inactive Investor,Deven Pauls,,"Stifel, Nicolaus & Company, Incorporated",paulsd@stifel.com,,Salesforce
9583568,,Jennifer O'Brien,Senior Financial Advisor,,jobrien@dwinvest.com,,List import
10841514,Inactive Investor,Sean Flaherty,,Integrated Wealth Concepts LLC Boston MA 24 School St,,,Salesforce
11057782,Inactive Investor,John Farioli,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10893412,Inactive Investor,Paul Kim,,HSBC Securities (USA) Inc.,,,Salesforce
10985876,Inactive Investor,Kara James,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",kara.murray@nm.com,,Salesforce
10888478,Inactive Investor,James Quigley,Financial Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
10890669,Inactive Investor,Alex Pettina,,&Partners Indiana PA 57 S 9th St,alex.pettina@andpartners.com,,Salesforce
11143550,Inactive Investor,Christopher Davis,,William Blair Atlanta GA 3060 Peachtree Rd NW,cdavis@williamblair.com,,Salesforce
10901172,Inactive Investor,Boyd Dailey,,Fidelity Brokerage Services LLC Alpharetta GA 11800 Amberpark Dr,,,Salesforce
11149860,Inactive Investor,Sheila Bustamante,,PFS Investments Inc. Vienna VA 1934 Old Gallows Rd,12xxw@primerica.com,,Salesforce
10796794,Inactive Investor,Lester Lee,Financial Advisor,LPL Financial LLC Baton Rouge LA 4611 Bluebonnet Blvd,lester.lee@lpl.com,,Salesforce
11119429,Inactive Investor,Edward Mofrad,,"Avantax Investment Services, Inc. Monterey Park CA 1111 Corporate Center Dr",,,Salesforce
11183743,Inactive Investor,Gloria Rivera,,PFS Investments Inc. Guaynabo Calle Romerillo,gloria.rivera@primerica.com,,Salesforce
10874497,Inactive Investor,Tammy Hill,,State Farm VP Management Corp. Richardson TX 1415 State St,tammy.hill.jhpq@statefarm.com,,Salesforce
10944137,Inactive Investor,Treasure Hughes,,"Ameriprise Financial Services, LLC",,,Salesforce
9630570,,chris eisberg,,,c.eisberg@mac.com,,List import
10796036,Inactive Investor,David Nader,Financial Planner,"Osaic FA, Inc. Somerville NJ 3040 US Hwy 22",david.nader@lfg.com,,Salesforce
9579978,,Andrew Kay,,,akay@alescoadvisors.com,,List import
11085321,Inactive Investor,Daniel Weber,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",daniel.weber@wellsfargoadvisors.com,,Salesforce
9607520,,R. Brent Byrne,,,brent@divi-vest.com,,List import
10900018,Inactive Investor,Kelsey Berryman,Wealth Strategy Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,kelsey.berryman@ubs.com,,Salesforce
32132,,Richard Spence,,"Ameritas Investment Company, LLC",rspence@ameritas.com,402-467-7458,
10993412,Inactive Investor,Ryan Sikorsky,,"Sanford C. Bernstein & Co., LLC Los Angeles CA 1999 Avenue of the Stars",ryan.sikorsky@bernstein.com,,Salesforce
10990313,Inactive Investor,Jalique White,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",jalique.white@nm.com,,Salesforce
11195866,Inactive Investor,Joy Brisson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",joy_brisson@ml.com,,Salesforce
11115323,Inactive Investor,Jay Vincent,,"Garden State Securities, Inc.",vincent@gardenstatesecurities.com,,Salesforce
11106719,Inactive Investor,Anthony Passerini,Chief Compliance Officer;Managing Member,"AJP Financial Services, LLC",ajp@ajpfsllc.com,,Salesforce
11199820,Inactive Investor,Jennifer Bell,,&Partners Basking Ridge NJ 106 Allen Rd,,,Salesforce
11152771,Inactive Investor,Joseph Beaton,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",,,Salesforce
11020662,Inactive Investor,Alexis Camarena,,J.P. Morgan Securities LLC Phoenix AZ 7515 W Lower Buckeye Rd,,,Salesforce
11083928,Inactive Investor,Allison Mislow,Account Executive,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10808388,Inactive Investor,Ronald Sansom,Financial Advisor,Edward Jones Andalusia AL 19096 US Hwy 84,ronnie.sansom@edwardjones.com,,Salesforce
10863841,Inactive Investor,David Guardia,Financial Advisor,LPL Financial LLC Newington CT 100 Market Sq,david.guardia@lpl.com,,Salesforce
10862319,Inactive Investor,Wendy Tesch,,"Osaic Wealth, Inc. Appleton WI 2 N Systems Dr",wtesch@osaicwealth.com,,Salesforce
10937823,Inactive Investor,Juan Osorio,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 3535 University Blvd W",,,Salesforce
11183073,Inactive Investor,Monty McCart,,"Allstate Financial Services, LLC Palm Bay FL 820 Palm Bay Rd NE",montymccart@allstate.com,,Salesforce
10510090,,Doug Kramer,,SS&C,doug.a.kramer@gmail.com,,List Import
10844853,Inactive Investor,Aaron Stern,Managing Partner;Portfolio Manager,Main Street Research LLC,aaron.stern@ms-research.com,,Salesforce
11190895,Inactive Investor,Patrick McMahon,,LPL Financial LLC Buffalo NY 19 Limestone Dr,,,Salesforce
11064519,Inactive Investor,Carl Gnewuch,Financial Advisor,Edward Jones Rockford IL 1641 N Alpine Rd,carl.gnewuch@edwardjones.com,,Salesforce
348876,,Andrew Arnott,Director,Manulife Investment Management (us) Llc,aarnott@mfcglobalus.com,617-375-1500,Manual List Upload
10925220,Inactive Investor,Kimberly Davis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11133153,Inactive Investor,Jeffrey Little,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Portsmouth NH 100 International Dr",jeffrey.little@rbc.com,,Salesforce
11233817,Inactive Investor,Charles Butler,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,,,Salesforce
10766193,Inactive Investor,Erika Sanborn,Registered Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,erika.valdez@morganstanley.com,,Salesforce
11204113,Inactive Investor,Brandon Lancaster,,"Independent Advisor Alliance, LLC Canton OH 4505 Stephens Cir NW",,,Salesforce
9631732,,Daniel Cox,,,coxdaniel15@gmail.com,,List import
10880510,Inactive Investor,Jessica Petrie,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9568821,,Chanda Sour,,,chanda.sour@securitiesamerica.com,,List import
10998885,Inactive Investor,Nancy Oliver,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,nancy_oliver@vanguard.com,,Salesforce
11028098,Inactive Investor,Raja Raza,,"CNR Securities, LLC",,,Salesforce
11063250,Inactive Investor,Tarek Helal,,"Raymond James & Associates, Inc.",tarek.helal@raymondjames.com,,Salesforce
9545109,,Mary Gill,,,mary.gill@hdvest.net,,List import
11231847,Inactive Investor,Justin Tiews,,Fidelity Brokerage Services LLC,,,Salesforce
11063063,Inactive Investor,Salvatore Geraci,Wealth Advisor,"HHM Wealth Advisors, LLC",sgeraci@hhmwealth.com,,Salesforce
11066360,Inactive Investor,Donna Chimera,Portfolio Associate,Morgan Stanley Austin TX 8701 Bee Caves Rd,donna.chimera@morganstanley.com,,Salesforce
10975419,Inactive Investor,June Flint,,LPL Financial LLC Canonsburg PA 380 Southpointe Blvd,june.flint@lpl.com,,Salesforce
11025996,Inactive Investor,Joseph Shih,,"MML Investors Services, LLC New Albany OH 6525 W Campus Oval",,,Salesforce
10833481,Inactive Investor,Scott Stoneking,Financial Advisor,"Wells Fargo Clearing Services, LLC Cottage Grove MN 8770 E Point Douglas Rd S",scott.stoneking@wellsfargoadvisors.com,,Salesforce
10895053,Inactive Investor,Kelly Shikany,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
10804963,Inactive Investor,Kevin Bartel,,"The Strategic Financial Alliance, Inc. Novato CA 438 Ignacio Blvd",kevinbartel@thesfa.net,,Salesforce
9559948,,SEUNGHA KWON,,,suziekwon@naver.com,,List import
10822255,Inactive Investor,Daniel Heacock,,"Avantax Investment Services, Inc. Lemoyne PA 426 N Front St",heacockd@myavantax.com,,Salesforce
9626456,,Raymond Raymond Koh,,,raymondsky2@gmail.com,,List import
11019787,Inactive Investor,Cole Crimlish,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,,,Salesforce
11207493,Inactive Investor,William McLane,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10619877,,Anuj Grover,,,grover@lakest.com,,List Import
11066480,Inactive Investor,Sabria Niles,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10988126,Inactive Investor,Naomi Chang,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,rchang@ft.newyorklife.com,,Salesforce
10758495,Inactive Investor,Nicholas Eaton,,Goldman Sachs & Co. San Francisco CA 555 California St,nicholas.eaton@gs.com,,Salesforce
240565,,Emily Graffeo,Reporter,Bloomberg News,egraffeo2@bloomberg.net,,Event
9612667,,Justin Tugman,,,justin.tugman@perkinsjanus.com,,List import
10977862,Inactive Investor,Edwin Marin,,J.P. Morgan Securities LLC Anaheim CA 8166 E Santa Ana Canyon Rd,,,Salesforce
10794585,Inactive Investor,Neal Seagle,,LPL Financial LLC Fulton MD 8161 Maple Lawn Blvd,neal.seagle@lpl.com,,Salesforce
11099221,Inactive Investor,Rishabh Parikh,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rishabh.parikh@jpmorgan.com,,Salesforce
9628053,,Russell Gallaway,,,tidishs@yahoo.com,,List import
345646,,Alison Sanders,Senior Associate,"Seaport Capital, Llc",asanders@seaportcapital.com,212-847-8900,Manual List Upload
11088026,Inactive Investor,Kenneth Wolber,,"Raymond James Financial Services, Inc. Seguin TX 201 S River St",kenneth.wolber@raymondjames.com,,Salesforce
10998133,Inactive Investor,Clarence Phillips,,PFS Investments Inc. Indianapolis IN 8604 Allisonville Rd,clarencehphillips@primerica.com,,Salesforce
11068796,Inactive Investor,Aaron McCormick,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",,,Salesforce
9633985,,Mitch Cantor,,,mitch@mountainlakeinvest.com,,List import
10833399,Inactive Investor,Lori Colin,Investment Advisor Representative,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10954256,Inactive Investor,Lester Koryczan,,"Osaic Wealth, Inc. Orland Park IL Private Residence",lkoryczan@osaicwealth.com,,Salesforce
236131,, -,,[[Unknown]],zhuxindawang@gmail.com,,Paid Social
10907571,Inactive Investor,Christopher Oland,Chief Compliance Officer;Founder;Managing Partner,"Harmony Wealth Advisors, LLC Edgewater MD 48S S River Rd S",,,Salesforce
11127936,Inactive Investor,Christopher Clark,,"Kestra Investment Services, LLC Lincolnshire IL 1 Overlook Pt",,,Salesforce
11134132,Inactive Investor,Michael Gallagher,Director - Corporate Client Group;Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Chicago IL 233 S Wacker Dr,michael.joseph.gallagher@morganstanley.com,,Salesforce
6916817,,farooq ali,,,farooqsylhet@gmail.com,,Web Form Fillout
9566530,,Angelos Kykylis,,,akourouk@gmail.com,,List import
7041824,,GOKO Helen,,,henovik110@orgria.com,,Web Form Fillout
10806407,Inactive Investor,Kregg Rooze,,"CFD Investments, Inc.",kregg.rooze@cfdinvestments.com,,Salesforce
11005243,Inactive Investor,Nathaniel Peoples,Financial Advisor,Edward Jones Gastonia NC 839 Majestic Ct,nathaniel.peoples@edwardjones.com,,Salesforce
10614504,,Libertad Rosenkranz,Financial Advisor,,lrosenkranz@nationwideplanning.com,,List Import
10656399,,Tara Moore,,,tara.moore@morganstanley.com,,List Import
10886662,Inactive Investor,Jordan Moore,Financial Advisor,Commonwealth Financial Network Dallas TX 12222 Merit Dr,,,Salesforce
11234830,Inactive Investor,Donald Ledingham,,"The Capital Advisory Group Advisory Services, LLC Danvers MA 150A Andover St",,,Salesforce
10939507,Inactive Investor,Francisco Gomez,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
10836798,Inactive Investor,Pat Moon,Chief Compliance Officer;Director;Managing Principal;President,Meridian Investment Advisors,pmoon@meridiania.com,,Salesforce
10658715,,Callahan Rafferty,,,callahan.rafferty@fmr.com,,List Import
10769188,Inactive Investor,Thomas O'Neil,,B. Riley Wealth Management Beachwood OH 3201 Enterprise Pkwy,toneil@brileywealth.com,,Salesforce
200799,,Kevin Hosey,Private Banking Client Manager,"UMB Financial Services, Inc.",kevin.hosey@umb.com,913-648-2800,
10992054,Inactive Investor,Diontae Madison,,PFS Investments Inc. Simi Valley CA 2259 Ward Ave,dmadison@primerica.com,,Salesforce
10984134,Inactive Investor,Jason Shumway,,"MML Investors Services, LLC Blanding UT 11 E 300 S",jshumway@financialguide.com,,Salesforce
11229883,Inactive Investor,Ty Lebrick,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",ty.lebrick@nm.com,,Salesforce
9548138,,Nandita Hogan,,,nhogan@eipinvestments.com,,List import
10793856,Inactive Investor,Daniel Bachmann,Financial Advisor,"Ameriprise Financial Services, LLC Howell MI 1600 Town Commons Dr",daniel.x.bachmann@ampf.com,,Salesforce
237267,, -,,[[Unknown]],lgday7@hotmail.com,,Advertising
11126576,Inactive Investor,Ronald Thorn,,State Farm VP Management Corp. Red Bay AL 114 4th Ave SE,,,Salesforce
10922210,Inactive Investor,Alex Shvartsman,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",alex.shvartsman@empower.com,,Salesforce
11043820,Inactive Investor,Sophia Builtron,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,sophia.builtron@jpmorgan.com,,Salesforce
11067089,Inactive Investor,John Howard,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
11002996,Inactive Investor,Faith Nielsen,,J.P. Morgan Securities LLC Grand Rapids MI 5380 Northland Dr NE,faith.nielsen@jpmorgan.com,,Salesforce
10752808,Inactive Investor,Kevin Crosby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",kevin_crosby@ml.com,,Salesforce
9639159,,Zakeyo Nyirenda,,,zakeyo.nyirenda@kptf.org.zm,,List import
9635912,,John Meli,,,jmeli@brightonsecurities.com,,List import
11153147,Inactive Investor,Sophie Peretz,,Jefferies LLC,speretz@jefferies.com,,Salesforce
11153160,Inactive Investor,Jeffrey Carter,,B. Riley Wealth Management Los Angeles CA 11100 Santa Monica Blvd,,,Salesforce
11152547,Inactive Investor,Damon Anghelone,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,damon.anghelone@jpmorgan.com,,Salesforce
10885000,Inactive Investor,John Alongi,Financial Advisor;Owner,Alliance Wealth Advisors,john@alliancewealthmgmt.com,,Salesforce
9555654,,Test User CyZen Test User,,,wmendez@cyzen.com,,List import
11001493,Inactive Investor,Cecil Williams,,Perella Weinberg Partners LP,cwilliams@pwpartners.com,,Salesforce
11165639,Inactive Investor,Charles Brown,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",chuck.brown@wellsfargoadvisors.com,,Salesforce
10927364,Inactive Investor,Antares Tobelem,,Goldman Sachs & Co.,,,Salesforce
11077011,Inactive Investor,John Hartofilis,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",jhartofilis@financialguide.com,,Salesforce
10864440,Inactive Investor,Alexandra Leubecher,,Goldman Sachs & Co.,,,Salesforce
11002504,Inactive Investor,Christian Orth,Private Client Banker,J.P. Morgan Securities LLC Goleta CA 5787 Calle Real,christian.orth@jpmorgan.com,,Salesforce
10943002,Inactive Investor,Nicholas Potenza,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10914568,Inactive Investor,Christopher Mauk,Financial Advisor,Edward Jones Portsmouth OH 709 6th St,christopher.mauk@edwardjones.com,,Salesforce
66769,,Richard Graff,,United States,richardgraff1947@gmail.com,,
11084195,Inactive Investor,Jeffrey Wilson,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Cruces NM 505 S Main St",jeff.wilson@wellsfargoadvisors.com,,Salesforce
11129499,Inactive Investor,Amber Brown,,J.P. Morgan Securities LLC Shelbyville KY 251 Boone Station Rd,,,Salesforce
11128477,Inactive Investor,Clarissa Delgado,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Paso TX 4699 N Mesa St",clarissa.delgado@ml.com,,Salesforce
11102172,Inactive Investor,Scott Hood,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",scott.hood@wellsfargoadvisors.com,,Salesforce
10878064,Inactive Investor,Nicholas Day,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,nicholas.day@ubs.com,,Salesforce
9571263,,Gilbert Sabatka,,,sabatka@kansas.net,,List import
348684,,Kerry Castonguay,Financial Advisor,"Cantella & Co., Inc.",kcastonguay@cantella.com,617-224-1497,
11108218,Inactive Investor,Donovan Ohnoutka,Financial Advisor,"Ameriprise Financial Services, LLC Natchitoches LA 4157 University Pkwy",donovan.ohnoutka@ampf.com,,Salesforce
11041184,Inactive Investor,Ellenor Cabanero,,PFS Investments Inc. San Jose CA 3031 Tisch Way,ellenor.cabanero@primerica.com,,Salesforce
11030184,Inactive Investor,Howard Mizel,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,,,Salesforce
10877291,Inactive Investor,Connor Kelly,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
6250707,,John Waters,,N/A,waters.torres@gmail.com,,Web Form Fillout
11013001,Inactive Investor,Maria Palacio Castillo,,Citigroup Global Markets Inc.,,,Salesforce
9580565,,James Boyne,,,jboyne@weitzinvestments.com,,List import
10771059,Inactive Investor,Wendy Spinner,Financial Advisor;Private Wealth Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,wendy.spinner@ubs.com,,Salesforce
10924144,Inactive Investor,Jonathan Hamill,,J.P. Morgan Securities LLC Newtown Square PA 3604 West Chester Pike,,,Salesforce
10357410,,f f,,,f@gmail.com,,Web Form Fillout
11103682,Inactive Investor,James Appel,Associate Vice President - Investments,"Raymond James & Associates, Inc. Chicago IL 303 E Wacker Dr",james.appel@raymondjames.com,,Salesforce
10980894,Inactive Investor,Michael Odonnell,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,michael.odonnell@primerica.com,,Salesforce
9616350,,Edgar Villarreal,,,edgarv68@gmail.com,,List import
351787,,Greg Gale,Advisor,Interactive Financial Advisors,ggale@swcares.com,630-472-1300,Manual List Upload
4339550,Inactive Investor,Jeffrey Capone,Field Consultant,Dimeo Schneider & Associates LLC,jcapone@dimeoschneider.com,(312) 853-1000,
11046108,Inactive Investor,Morgan Steves,,"Osaic Wealth, Inc. Houston TX 1900 West Loop S",,,Salesforce
11186531,Inactive Investor,Kiara Thorps,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10854880,Inactive Investor,Heidi Foster,Investment Manager;Wealth Advisor,American Wealth Management,heidi@financialhealth.com,,Salesforce
9631696,,Leslie Kifuse,,,lesliekifuse@me.com,,List import
11033581,Inactive Investor,Troy Mathews,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10933556,Inactive Investor,James Beltz,,"Kestra Investment Services, LLC West Chester PA 882 S Matlack St",,,Salesforce
10804950,Inactive Investor,Nathaniel Galliart,,Edward Jones Geneva IL 2631 Williamsburg Ave,nathan.galliart@edwardjones.com,,Salesforce
10822196,Inactive Investor,Francis Maus,Managing Director - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",francis.maus@raymondjames.com,,Salesforce
10981010,Inactive Investor,Zachary Slayton,Associate,Thrivent Investment Management Inc. Sheboygan WI 2808 Kohler Memorial Dr,zachary.slayton@thrivent.com,,Salesforce
11172863,Inactive Investor,Doroteo Cabral,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Maria CA 407 E Main St",doroteo.cabral@wellsfargoadvisors.com,,Salesforce
11028756,Inactive Investor,Christopher Heisler,,"Allstate Financial Services, LLC Jacksonville FL 1855 Cassat Ave",cheisler@allstate.com,,Salesforce
1005477,Inactive Investor,Adam Claugus,,GEM Liquid Markets Fund A LP,tradeops@globalendowment.com,7043701688,
10783239,Inactive Investor,Timothy Philippi,Financial Advisor;Vice President,"RBC Capital Markets, LLC Stillwater MN 350 Main St N",tim.philippi@rbc.com,,Salesforce
236035,, -,,[[Unknown]],kuspis@verizon.net,,
10762644,Inactive Investor,Angela Davis,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",angela_davis@ml.com,,Salesforce
11230284,Inactive Investor,Christopher Meisner,,NYLIFE Securities LLC Westborough MA 1700 W Park Dr,cjmeisner@ft.newyorklife.com,,Salesforce
11027839,Inactive Investor,Alton Martin,,"Farmers Financial Solutions, LLC Port Neches TX 3112 Nall St",amartin@farmersagent.com,,Salesforce
10985512,Inactive Investor,Melissa Duecy,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",melissa.duecy@schwab.com,,Salesforce
11095189,Inactive Investor,Joanna McComsey,,"Centaurus Financial, Inc. Westlake Village CA 32515 Bowman Knoll Dr",jdhampton@cfiemail.com,,Salesforce
9646971,,Hazem Mobarak,,,hazem.mobarak@gmail.com,,List import
10869841,Inactive Investor,Travis Mcshane,Financial Advisor;Owner,"Eclectic Associates, Inc.",travis@eclecticassociates.com,,Salesforce
10927306,Inactive Investor,Colter Decoste,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11174275,Inactive Investor,Sigfredo Burgos,,J.P. Morgan Securities LLC Cedar Park TX 2600 E Whitestone Blvd,sigfredo.burgos@jpmorgan.com,,Salesforce
10656826,,Jose Zavala,,,jose.zavala@chase.com,,List Import
11229504,Inactive Investor,Robert Hopkins,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10814383,Inactive Investor,John Walker,Senior Vice President,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,jwalker@primerica.com,,Salesforce
10768088,Inactive Investor,Scott Teich,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",scott.teich@raymondjames.com,,Salesforce
10612253,,John Contant,"Principal, Senior Financial Advisor",,jcontant@shufrorose.com,,List import
10771063,Inactive Investor,John Current,Director;Executive Vice President,Folger Nolan Fleming Douglas Incorporated Hunt Valley MD 11350 McCormick Rd,jcurrent@fnfd.com,,Salesforce
11220582,,John Bunch,,,john.bunch@allworthfinancial.com,,Other
10845474,Inactive Investor,Christina Derousse,,"Wells Fargo Clearing Services, LLC",christina.derousse@wellsfargoadvisors.com,,Salesforce
10786863,Inactive Investor,Cory Knutsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,cory.knutsen@fidelity.com,,Salesforce
11130319,Inactive Investor,Donald Hankin,,"Farmers Financial Solutions, LLC Woodridge IL 6823 Hobson Valley Dr",dhankin@farmersagent.com,,Salesforce
10767502,Inactive Investor,Robert Paneral,Senior Vice President,Wintrust Investments LLC Des Plaines IL 1545 Ellinwood Ave,rpaneral@wintrustwealth.com,,Salesforce
11217016,,Bram Berkowitz,,,bberkowitz@stephens.com,,Other
9559493,,Jason Harvill,,,harvill.jason@principal.com,,List import
9579570,,Richard Dolson,,,richard.dolson@nisanet.com,,List import
372422,,David Pedraza,,United States,davidpedraza27@yahoo.com,,Salesforce
11032232,Inactive Investor,David Torquato,Financial Advisor,Edward Jones Killeen TX 2100 E Stan Schlueter Loop,david.torquato@edwardjones.com,,Salesforce
11003810,Inactive Investor,Brian Pipkin,,"Robinhood Financial, LLC",brian.pipkin@robinhood.com,,Salesforce
231946,, -,,[Unknown],kmhsteimle@gmail.com,,Organic Search
10784887,Inactive Investor,Ryan Ulrich,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Alexandria VA 1920 Ballenger Ave",ryan.ulrich@schwab.com,,Salesforce
11157556,Inactive Investor,Wesley Burkle,,"FBL Marketing Services, LLC Dubuque IA 1880 Asbury Rd",wesley.burkle@fblfinancial.com,,Salesforce
9622887,,Lepage Jean stephane,,,jslepage01@gmail.com,,List import
11039264,Inactive Investor,Lori McKnight,,"Cambridge Investment Research, Inc. West Des Moines IA 6600 Westown Pkwy",,,Salesforce
10997709,Inactive Investor,Tara Shulman,Financial Advisor,Compound Planning,tara.shulman@atomifinancial.com,,Salesforce
11169306,Inactive Investor,Audrey Beardain,Senior Client Service Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,audrey.dewitt@ubs.com,,Salesforce
215649,,Karen Jankowski,,[Unknown],karen.jankowski@ms.com,,source
11057680,Inactive Investor,Rosalind Crosetti,,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",,,Salesforce
10853385,Inactive Investor,Chanhome Soumetho,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,,,Salesforce
10762516,Inactive Investor,Jennifer Magnesen,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,jennifer.magnesen@morganstanley.com,,Salesforce
10790252,Inactive Investor,Jonathan Quigley,Private Client Advisor,J.P. Morgan Securities LLC Sterling Heights MI 5601 Metropolitan Pkwy,jonathan.s.quigley@jpmorgan.com,,Salesforce
11208122,Inactive Investor,Chevonne Farler,Wealth Management Advisor,"TBH Global Asset Management, LLC",chevonne@tbhplan.com,,Salesforce
11207812,Inactive Investor,Nicholas Firpo,Portfolio Manager;Vice President,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10862735,Inactive Investor,David Anderson,,"OneAmerica Securities, Inc. Midvale UT 1225 E Fort Union Blvd",david.anderson@oneamerica.com,,Salesforce
10921039,Inactive Investor,Susan Lang,Senior Vice President - Investments,"Northland Securities, Inc.",slang@northlandsecurities.com,,Salesforce
10794806,Inactive Investor,Sara Sullivan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,sara.sullivan@fidelity.com,,Salesforce
11069498,Inactive Investor,Grant Gochin,,"Raymond James Financial Services, Inc. Woodland Hills CA 21600 Oxnard St",grant.gochin@raymondjames.com,,Salesforce
10876823,Inactive Investor,Christopher Hudec,,"Raymond James Financial Services, Inc. Langley WA 772 Camano Ave",chris.hudec@raymondjames.com,,Salesforce
10615621,,Eugene Tournour,Financial Advisor,,gene.tournour@icloud.com,,List Import
11086624,Inactive Investor,Charles Cutter,Financial Professional,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",charles.cutter@equitable.com,,Salesforce
10912051,Inactive Investor,Charles Remes,Chief Compliance Officer;Chief Operating Officer,Monte Capital Group LLC,chuck.remes@montecapitalgroup.com,,Salesforce
9606602,,Anthony Smith,,,acsmhd@gmail.com,,List import
10759305,Inactive Investor,Kimberly Burns,Executive Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,kimberly.s.burns@jpmorgan.com,,Salesforce
11112108,Inactive Investor,Caroline Connolly,Relationship Manager,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,caroline.connolly@jpmorgan.com,,Salesforce
166286,,Andrzej Skiba,,[Unknown],askiba@outlook.com,,Paid Social
10928993,Inactive Investor,Zachary Schwartz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11064910,Inactive Investor,Jason Reynolds,Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 825 Maryville Centre Dr",jason.g.reynolds@ampf.com,,Salesforce
10858959,Inactive Investor,Brendan Mccarthy,Financial Advisor,Edward Jones Union City MI 220 N Broadway St,brendan.mccarthy@edwardjones.com,,Salesforce
9639975,,Jack Woodruff,,,jack.woodruff@surveyor-capital.com,,List import
11103812,Inactive Investor,Ian Mcdougall,Financial Advisor,LPL Financial LLC Tustin CA 15222 Del Amo Ave,ian.mcdougall@lpl.com,,Salesforce
11022329,Inactive Investor,William Hunt,,Cetera Advisors LLC Jacksonville Beach FL 3010 3rd St S,,,Salesforce
10995141,Inactive Investor,George Cooper,,J.P. Morgan Securities LLC Omaha NE 3157 Farnam St,george.cooper@jpmorgan.com,,Salesforce
9647518,,Mitchell Joseph,,,mitchell.haberman@wellsfargoadvisors.com,,List import
11236445,Inactive Investor,Nicholas Gerlach,Wealth Management Associate,"Empower Financial Advisory, LLC",ngerlach@empowerfa.com,,Salesforce
10762545,Inactive Investor,Kaitlin Brancaccio,Registered Client Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
10991290,Inactive Investor,Nicholas Schreiber,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",nicholas.schreiber@nm.com,,Salesforce
11260538,Inactive Investor,Nicholas Renfro,,"Wells Fargo Advisors Financial Network, LLC Webster TX 455 E Medical Center Blvd",,,Salesforce
11008645,Inactive Investor,Naomi Peterson,,"D. B. McKenna & Co., Inc.",naomi.peterson@dbmckenna.com,,Salesforce
85928,,Antonio Peralta,MIS Director,DEN,d_zirkler@hotmail.com,,Event
9571308,,Ben Wang,,,ben@kylinfund.com,,List import
9640334,,Aldo Pagliari,,,aldo.j.pagliari@snapon.com,,List import
9546778,,Julia La Puente,,,jirsee@gmail.com,,List import
11020430,Inactive Investor,Matthew Kincade,,Iliad Wealth Solutions Chandler AZ Private Residence,,,Salesforce
11128861,Inactive Investor,Michelle Havener,,State Farm VP Management Corp. Marion IA 790 25th St,michelle.havener.nv1a@statefarm.com,,Salesforce
10774664,Inactive Investor,Natalie Burow,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9633527,,Dean Franke,,,dfranke2@gmail.com,,List import
10854816,Inactive Investor,Charles Boinske,Chief Visionary Officer;Principal;Wealth Manager,"Modera Wealth Management, LLC Wayne PA 620 Lee Rd",,,Salesforce
9559611,,John Dubose,,,bdubose@at-pw.com,,List import
11122777,Inactive Investor,David Heerlyn,,J.P. Morgan Securities LLC Olympia WA 825 Capitol Way S,david.heerlyn@jpmorgan.com,,Salesforce
9593742,,Christopher Hillenbrand,"Co-Chief Executive Officer, Founding Partner, Partner","Monomoy Capital Management, L.P.",jhillenbrand@mcpfunds.com,,List import
9568202,,George Ammirato,,,georgeammirato@gmail.com,,List import
10971384,Inactive Investor,Caleb Santos,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,caleb.santos@fidelity.com,,Salesforce
11141842,Inactive Investor,Kimberly Berry,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",kimberly.berry2@wellsfargoadvisors.com,,Salesforce
10951179,Inactive Investor,Diana Abalos,,J.P. Morgan Securities LLC Arlington TX 4330 Little Rd,diana.abalos@jpmorgan.com,,Salesforce
10604276,,Curt Hein,Financial Advisor,cambridge ivestment research,curt@heinfg.com,7084340396,List Import
10845187,Inactive Investor,Willard Einspar,,HighPoint Planning Partners Downers Grove IL 3000 Woodcreek Dr,,,Salesforce
10765729,Inactive Investor,Townsend Smith,,J.P. Morgan Securities LLC Ponte Vedra Beach FL 820 A1a N,townsend.c.smith@jpmorgan.com,,Salesforce
11218508,,Jacob Ahrberg,,,jacob.ahrberg@jpmorgan.com,,List Import
10969377,Inactive Investor,Michaela St Clair,Financial Planner,Robert W. Baird & Co. Incorporated Pittsburgh PA 2545 Railroad St,,,Salesforce
10874499,Inactive Investor,Pierre Choute,,PFS Investments Inc. New York NY 301 W 135th St,pierre.choute@primerica.com,,Salesforce
11159293,Inactive Investor,Christopher Busch,,Morgan Stanley,christopher.busch@morganstanley.com,,Salesforce
10823315,Inactive Investor,Ryan Quigg,Client Associate,"RBC Capital Markets, LLC Annapolis MD 1906 Towne Centre Blvd",ryan.quigg@rbc.com,,Salesforce
11059924,Inactive Investor,Brent Carlson,Director - Asset Management,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11177709,Inactive Investor,Logan Smith,Financial Advisor,Edward Jones Woodinville WA 15610 NE Woodinville Duvall Rd,logan.r.smith@edwardjones.com,,Salesforce
11094049,Inactive Investor,Madison Colin,,Morgan Stanley,,,Salesforce
10907277,Inactive Investor,Jasen Braun,,"Ameriprise Financial Services, LLC Minneapolis MN 4951 77th St W",,,Salesforce
10856307,Inactive Investor,James Hilliard,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",james.w.hilliard@wfafinet.com,,Salesforce
10985071,Inactive Investor,Amiee Johnson,,J.P. Morgan Securities LLC Hayward CA 22370 Foothill Blvd,amiee.m.johnson@chase.com,,Salesforce
10970651,Inactive Investor,Mark Nollner,,"Allstate Financial Services, LLC Palos Verdes Peninsula CA 734 Bart Earle Way",marknollner@allstate.com,,Salesforce
10529880,,Farel Constan,,,fareltaki2357@gmail.com,,Web Form Fillout
11177941,Inactive Investor,Abbigayle Mosson,,Edward Jones Fairfield IL 1411 W Main St,abbi.rivers@edwardjones.com,,Salesforce
11032499,Inactive Investor,Rey Carandang,,"Ameriprise Financial Services, LLC Costa Mesa CA 611 Anton Blvd",rey.carandang@ampf.com,,Salesforce
11231487,Inactive Investor,Emilia Fischer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",emilia.fischer@ml.com,,Salesforce
10792262,Inactive Investor,Lawrence Busch,Chief Compliance Officer;Director - Research;President,Sage Capital Management LLC New York NY 122 E 42nd St,,,Salesforce
10532859,,Uilson Alcantara Manzan Júnior,,,uilsonmanzanjunior@gmail.com,,Web Form Fillout
10756337,Inactive Investor,Timothy Mogan,Financial Advisor,UBS Financial Services Inc. Rockland MA 1099 Hingham St,timothy.mogan@ubs.com,,Salesforce
9565991,,Barbara Elkins,,,barbara.elkins@lfg.com,,List import
10788553,Inactive Investor,Brian Givin,Investment Advisor Representative,"Marshall Investment Management, LLC",brian@investwithmarshall.com,,Salesforce
11158139,Inactive Investor,Jeffrey Crancer,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11171026,Inactive Investor,Nicholas Peterson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",nicholas.peterson@ml.com,,Salesforce
10907858,Inactive Investor,Brady Koss,,LPL Financial LLC Antigo WI 730 5th Ave,brady.koss@lpl.com,,Salesforce
9625253,,Arjun Chand,,,arjunnchand13@gmail.com,,List import
10981396,Inactive Investor,Jaime Morales Matias,,J.P. Morgan Securities LLC Los Angeles CA 1050 S Grand Ave,jaime.moralesmatias@chase.com,,Salesforce
11126168,Inactive Investor,George Terhune,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10918841,Inactive Investor,Michael Raymond,Financial Consultant,Thrivent Investment Management Inc. Asheville NC 2 Town Square Blvd,,,Salesforce
10604522,,Greg Petersen,Financial Planner,DynastyRFS,gpetersen@dynastyrfs.com,8476984806,List Import
10884386,Inactive Investor,Joshua Colburn,Associate;Associate Financial Advisor,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,jcolburn@rwbaird.com,,Salesforce
9586578,,Brad Sobel,,,hiyabrad@earthlink.net,,List import
11033203,Inactive Investor,Heather Schramm,,LPL Financial LLC Baton Rouge LA 5145 Bluebonnet Blvd,heather.schramm@lpl.com,,Salesforce
10647055,,James Schlueter,,,james.c.schlueter@schwab.com,,List Import
11176407,Inactive Investor,Thomas Crowley,,"R. Seelaus & Co., LLC",tcrowley@rseelaus.com,,Salesforce
10943643,Inactive Investor,Garrett Tracht,,"Madison Avenue Securities, LLC Boulder CO 4770 Baseline Rd",,,Salesforce
11210873,Inactive Investor,Robert Douglas,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",robert.douglas@truist.com,,Salesforce
11062716,Inactive Investor,Stephen McLean,,PFS Investments Inc. New Rochelle NY 10 Division St S,stephen.mclean@primerica.com,,Salesforce
231323,,Chad w smith -,,Chad w smith [[Unknown]],chad31771@gmail.com,,
11150472,Inactive Investor,Travis King,,"Empower Financial Services, Inc",travis.king@empower.com,,Salesforce
10798165,Inactive Investor,Derek Deloreto,Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Jacksonville Beach FL 1525-B The Greens Way",derek.deloreto@wellsfargo.com,,Salesforce
11108520,Inactive Investor,Brent Reems,,PNC Investments Snellville GA 2550 Odum St,brent.reems@pnc.com,,Salesforce
11053862,Inactive Investor,Michael Moh,,"Osaic Wealth, Inc. Placentia CA Private Residence",,,Salesforce
237004,, -,,[[Unknown]],estephlopez07@gmail.com,,
9582504,,paapi op,,,chotapaapi@gmail.con,,List import
9586546,,Zamokuhle Collin Mkhize,,,collinzamokuhle@gmail.com,,List import
9629009,,M M,,,hello@leong.vc,,List import
10981496,Inactive Investor,Timothy Kim,Associate,Neuberger Berman BD LLC,timothy.kim@nb.com,,Salesforce
10815714,Inactive Investor,Gregory Browning,Financial Advisor,Edward Jones Caldwell TX 701 State Hwy 21 E,greg.browning@edwardjones.com,,Salesforce
11101994,Inactive Investor,Kevin White,,Wedbush Securities Inc. New York NY 142 W 57th St,,,Salesforce
10989975,Inactive Investor,Matthew Matherly,,"First Command Brokerage Services, Inc.",mmatherly@firstcommand.com,,Salesforce
343458,,Alex Martin,Investment Professional,Enlightened Finance Llc,alex@efinancellc.com,248-854-1696,Manual List Upload
128463,,Michael Zoller,,"Hightower Advisors, Llc",mzoller@hightoweradvisors.com,,
9562177,,Segun Ajayi,,,newspostint@gmail.com,,List import
11187957,Inactive Investor,Carol Brown,,"Truist Investment Services, Inc. Marco Island FL 950 N Collier Blvd",carol.a.brown@truist.com,,Salesforce
11132713,Inactive Investor,Mary Scheid,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
10658788,,Matthew Gura,,,mgura@rwbaird.com,,List Import
11075910,Inactive Investor,David Damaska,Financial Advisor,Charter Advisory Corporation Loveland OH 9737 Loveland Madeira Rd,ddamaska@charteradvisory.com,,Salesforce
10808874,Inactive Investor,Vincent Moore,Financial Advisor,Edward Jones Oshkosh WI 1810 W Pointe Dr,vince.moore@edwardjones.com,,Salesforce
10957758,Inactive Investor,Andrew Brookman,,Aegis Capital Corp. Westport CT 156 Kings Hwy N,,,Salesforce
10775936,Inactive Investor,Donald Dressel,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,donald.dressel@ubs.com,,Salesforce
11003352,Inactive Investor,Joel Efanga,,"Northwestern Mutual Investment Services, LLC",joel.efanga@nm.com,,Salesforce
11004995,Inactive Investor,Mark Arn,,"First Command Brokerage Services, Inc. Huntsville AL 1608 Four Mile Post Rd SE",,,Salesforce
11068905,Inactive Investor,Joseph Sullivan,,"Truist Investment Services, Inc. Port Saint Lucie FL 1301 NW Saint Lucie West Blvd",shawn.sullivan@truist.com,,Salesforce
229907,, -,,[[Unknown]],eaglermdl@gmail.com,,Advertising
10775642,Inactive Investor,Afick Sharar,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,afick.sharar@morganstanley.com,,Salesforce
10890427,Inactive Investor,Aimee Woods,Financial Advisor,Morgan Stanley Dallas TX 5001 Spring Valley Rd,aimee.woods@morganstanley.com,,Salesforce
248701,,Cedric Muller,Senior Middle Officer,Degroof Petercam Asset Services,c.muller@degroofpetercam.lu,,Manual List Upload
11129970,Inactive Investor,Dana Mosk,Financial Advisor,LPL Financial LLC Horsham PA 300 Welsh Rd,dana.smee@lpl.com,,Salesforce
10894653,Inactive Investor,Mitchell Kramer,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,mitchell.kramer@fidelity.com,,Salesforce
11070547,Inactive Investor,Ghazal Massouh,,J.P. Morgan Securities LLC Brooklyn NY 290 Avenue X,ghazal.massouh@jpmorgan.com,,Salesforce
11208902,Inactive Investor,Richard George,,"Osaic Wealth, Inc. Liverpool NY Private Residence",,,Salesforce
10895841,Inactive Investor,Kasey George,,"Cambridge Investment Research, Inc. Royal Oak MI 3315 N Campbell Rd",,,Salesforce
11161559,Inactive Investor,Kevin Oconnor,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",,,Salesforce
9587876,,Todd Jones,,,tjones@spadvisors.net,,List import
10351339,,Matthew Skopak,,US Bank,matthew.skopak@usbank.com,,List Import
10794822,Inactive Investor,Stephanie Gantt,Investment Advisor Representative,The Wealth Consulting Group Leawood KS 6800 College Blvd,sgantt@wealthcg.com,,Salesforce
9600698,,Philip Deutch,,,pdeutch@ngpetp.com,,List import
9636711,,Bobby Sinclair,,,bobby.sinclair@trustcore.com,,List import
10922759,Inactive Investor,George Thomas,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",george.thomas@tfaconnect.com,,Salesforce
11063778,Inactive Investor,Tyler Ross,Licensed Private Client Banker,Key Investment Services LLC Columbus OH 3120 Tremont Rd,tyler.ross@key.com,,Salesforce
9561250,,MEHMET TASLI,,,mehmet.tasli@outlook.com,,List import
10854371,Inactive Investor,Colin Kramer,,Commonwealth Financial Network Papillion NE 105 S Washington St,ckramer@commonwealth.com,,Salesforce
10843125,Inactive Investor,Thomas Martin,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bethel Park PA 2000 Oxford Dr",,,Salesforce
11118602,Inactive Investor,Amy Ats,,"Wells Fargo Advisors Financial Network, LLC Bedford NH 5 Bedford Farms Dr",,,Salesforce
10949949,Inactive Investor,Kelley Russell,Chief Technology Officer,"Russell Advisory Group, Inc Largo FL 208 Live Oak Ln",,,Salesforce
10876225,Inactive Investor,Joann Bracken,Assistant Vice President;Client Service Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Freehold NJ 4400 US Hwy 9",joann.bracken@ml.com,,Salesforce
11176476,Inactive Investor,Mohammad Shabani,Private Client Advisor,J.P. Morgan Securities LLC Concord CA 5430 Ygnacio Valley Rd,reza.x.shabani@jpmorgan.com,,Salesforce
10908780,Inactive Investor,Ilya Yusufov,Financial Advisor,Edward Jones Hillsboro OR 2605 SE Tualatin Valley Hwy,,,Salesforce
11135784,Inactive Investor,Beth Lastrina,Financial Advisor,Edward Jones Chesterfield MO 16215 Baxter Rd,beth.lastrina@edwardjones.com,,Salesforce
9622150,,THIAGO COSTA,,,tcosta@deltacorecapital.com,,List import
10885107,Inactive Investor,Tommy Tran,,Citigroup Global Markets Inc. Garden Grove CA 9669 Chapman Ave,tommy.tran@citigroup.com,,Salesforce
11147844,Inactive Investor,Matthew Strope,,"Robinhood Financial, LLC Denver CO 2373 15th St",matthew.strope@robinhood.com,,Salesforce
11075068,Inactive Investor,Michael Starvaggi,,Lincoln Investment Bohemia NY 640 Johnson Ave,mstarvaggi@lincolninvestment.com,,Salesforce
11122121,Inactive Investor,Rafael Okon,Financial Advisor,"Pruco Securities, LLC. Wakefield MA 500 Edgewater Dr",rafael.okon@prudential.com,,Salesforce
9587784,,Perry Atkin,,,perry.atkin@fidelity.com,,List import
9599807,,Ryan Hook,,,ryan.hook@thinkingbeyond.com,,List import
10854410,Inactive Investor,Laura Fleming,Wealth Planning Advisor,Integrated Wealth Concepts LLC,laura.fleming@ifpadvisor.com,,Salesforce
11159942,Inactive Investor,Timothy Lowry,Co-Owner;Managing Member;Partner;Vice President,"Dean, Jacobson Financial Services",tim@deanjacobson.com,,Salesforce
74020,,Bret Buterbaugh,,"MML Investors Services, LLC",bbuterbaugh@financialguide.com,814-466-6295,
9627833,,Eloise Smith,,,ellesmith132@gmail.com,,List import
10803382,Inactive Investor,John Hallahan,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",john_hallahan@ml.com,,Salesforce
10838773,Inactive Investor,Richard Ragus,,NYLIFE Securities LLC Coronado CA Private Residence,rragus@ft.newyorklife.com,,Salesforce
10838329,Inactive Investor,Daniel Reece,Financial Advisor,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",daniel.reece@raymondjames.com,,Salesforce
11067306,Inactive Investor,Sandy Yu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",sandy.yu@tfaconnect.com,,Salesforce
9628683,,Edwa Koz,,,ek.23@aol.com,,List import
10941216,Inactive Investor,Nicholas Pottker,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
227903,, -,,[[Unknown]],tom.hurtado456@gmail.com,,Organic Search
11136717,Inactive Investor,Sandra Gabay,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,sandra.kunzweiler@morganstanley.com,,Salesforce
241025,,Thomas Porrazzo,Director,[Unknown],thomas.porrazzo@citi.com,,Event
11211498,Inactive Investor,Christopher Murdock,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",,,Salesforce
11007724,Inactive Investor,Alec Engman,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,alec.engman@thrivent.com,,Salesforce
10850721,Inactive Investor,Mikel Hartman,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",mikel.hartman@schwab.com,,Salesforce
9644938,,Tim Drake,,,tdrake@cgwealth.com,,List import
9643692,,David Rockwell,,,davidarockwell@gmail.com,,List import
10875894,Inactive Investor,Iqra Jafri,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10997695,Inactive Investor,Britton Williams,Wealth Advisor,Calamita Wealth Management Raleigh NC Private Residence,britton@calamitawealth.com,,Salesforce
10864741,Inactive Investor,Cameron Shealy,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,cameron.shealy@jpmorgan.com,,Salesforce
11111220,Inactive Investor,Sandra Williams,Financial Advisor,Park Avenue Securities LLC San Diego CA 5405 Morehouse Dr,,,Salesforce
11213198,Inactive Investor,Jonathan Ebel,,Network 1 Financial Securities Inc. Hauppauge NY 1600 Calebs Path Ext,,,Salesforce
11087574,Inactive Investor,Curtiss Deoliveira,Financial Planner,"Osaic FA, Inc. Turlock CA 600 E Main St",curtiss.deoliveira@lfg.com,,Salesforce
11232352,Inactive Investor,Shane Lyday,Compliance Manager;Vice President,"Wells Fargo Advisors Financial Network, LLC",shane.lyday@wfafinet.com,,Salesforce
10486803,,Shawn Montague,"Financial Consultant, Vice President","Charles Schwab & Co., Inc.",ch14manu@gmail.com,,List Import
4812865,,Huy Heng,,,japiwek100@dicopto.com,,Web Form Fillout
11070607,Inactive Investor,Christina Viera,Financial Advisor,Edward Jones Prosser WA 1119 Meade Ave,christina.viera@edwardjones.com,,Salesforce
10986187,Inactive Investor,Christopher Salerno,,Thurston Springer Financial Fort Lauderdale FL 1508 E Las Olas Blvd,,,Salesforce
11050027,Inactive Investor,Timothy McReavy,,"Farmers Financial Solutions, LLC Layton UT 2152 N Hill Field Rd",tmcreavy@farmersagent.com,,Salesforce
11147884,Inactive Investor,Mark Silbert,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Deerfield IL 540 Lake Cook Rd",msilbert@ampf.com,,Salesforce
11092792,Inactive Investor,Carina Sumeico,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,carina.sumeico@morganstanley.com,,Salesforce
10786182,Inactive Investor,Kathleen Nallon,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,kathleen.nallon@gs.com,,Salesforce
10891590,Inactive Investor,Debora Clark,,NYLIFE Securities LLC Fort Worth TX 777 Main St,dclark@eaglestrategies.com,,Salesforce
11061529,Inactive Investor,Thomas Quecuty,,J.P. Morgan Securities LLC Wellington FL 1480 Greenview Shores Blvd,thomas.quecuty@chase.com,,Salesforce
11234533,Inactive Investor,Gillian Tredway,,"Farmers Financial Solutions, LLC Tulsa OK 4739 E 91st St",,,Salesforce
10771951,Inactive Investor,Jessica Simmons,Associate Vice President;Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Chicago IL 70 W Madison St",simmonsj@stifel.com,,Salesforce
238623,,charlessneed101@yahoo.com Sneed,,[Unknown],sneedcharles666@gmail.com,,source
9638062,,John Bailey,,,jbailey@spruceinvest.com,,List import
10999688,Inactive Investor,Joseph O'Shea,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10808438,Inactive Investor,Vincent Brizzolara,Financial Advisor,Morgan Stanley Santa Ana CA 2677 N Main St,,,Salesforce
10790963,Inactive Investor,Ralph Himpel,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",ralph.himpel@wellsfargoadvisors.com,,Salesforce
10974755,Inactive Investor,William Mahaffy,,State Farm VP Management Corp. Aurora CO 20269 E Smoky Hill Rd,,,Salesforce
10834568,Inactive Investor,James Atkins,,"Capitol Securities Management, Inc. McLean VA 1304 Darnall Dr",,,Salesforce
10919306,Inactive Investor,Trevor Miedema,,Cetera Advisors LLC Caledonia MI 7115 Kalamazoo Ave SE,,,Salesforce
10971776,Inactive Investor,David Cortez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10840333,Inactive Investor,Michael Wayne,,Celadon Financial Group LLC Detroit MI 400 Monroe St,mwayne@celadonfinancial.com,,Salesforce
10772474,Inactive Investor,William Moore,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",bill_moore@ml.com,,Salesforce
9647001,,Curt Ashmead,,,curt.biddulph@bofa.com,,List import
11152759,Inactive Investor,James Zickel,,"Southeast Investments, N.C., Inc.",jzickel@seinvestnc.com,,Salesforce
11167508,Inactive Investor,Karen Hamilton,,"Principal Securities, Inc. Grand Bay AL Private Residence",hamilton.karen@principal.com,,Salesforce
10908438,Inactive Investor,Pepper Noyes,,Edward Jones Cortez CO 111 S Sligo St,pepper.noyes@edwardjones.com,,Salesforce
11113071,Inactive Investor,Holly Foster,Senior Client Service Associate,Morgan Stanley Eugene OR 975 Oak St,holly.foster@morganstanley.com,,Salesforce
11222599,,Jonathan Varenchik,,,jonathan.varenchik@morganstanley.com,,List Import
11119846,Inactive Investor,Marc Strent,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",marc.strent@equitable.com,,Salesforce
11123157,Inactive Investor,Sheila Stennis,,"Allstate Financial Services, LLC Oak Park IL 100 Madison St",sheilastennis@allstate.com,,Salesforce
9636960,,David Gilreath,,,dave@salzingersheaffbrock.com,,List import
9628546,,Khoi Nguyen,,,knguyen.clone1@gmail.com,,List import
10829823,Inactive Investor,Mark Krupkowski,Financial Services Representative,"MML Investors Services, LLC North Andover MA 1538 Turnpike St",,,Salesforce
10795819,Inactive Investor,Robert Spina,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,robert.spina@ubs.com,,Salesforce
11150025,Inactive Investor,Bhaskar Mukherjee,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,bmmukherjee@ft.newyorklife.com,,Salesforce
9610372,,James S Withem,,,scott.withem@icloud.com,,List import
11169542,Inactive Investor,Kyle Sass,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10950375,Inactive Investor,Christopher Mooney,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9564323,,Michael Kleger,,,mkleger@pkscpa.com,,List import
339919,,Darryl Edmonds,"Director, Chairman Of The Board","Trustcore Financial Services, Llc",darryl.edmonds@trustcore.com,615-377-1177,Manual List Upload
9575265,,Ida Benfanti,,,ida.johnson@usaa.com,,List import
10928574,Inactive Investor,Douglas Stephen,,"MML Investors Services, LLC Medina OH 1093 Medina Rd",jebstephen@financialguide.com,,Salesforce
10617567,,Edward Fitzpatrick,,,edward.fitzpatrick@wellsfargoadvisors.com,,List Import
9603005,,Joel Bennett,,,joel.bennett@kestrafinancial.com,,List import
10847025,Inactive Investor,William Filer,Financial Professional,LPL Financial LLC Chadds Ford PA Private Residence,william.filer@lpl.com,,Salesforce
11056827,Inactive Investor,Jeff Velastegui,Financial Advisor,"MML Investors Services, LLC Astoria NY 2112 Broadway",jvelastegui@financialguide.com,,Salesforce
11011289,Inactive Investor,Kyle Riveron,Financial Professional,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",kyle.riveron@equitable.com,,Salesforce
11063054,Inactive Investor,Vincent Harambasic,Managing Member,Pinnacle Financial Group LLC,vince@mypinnaclefinancial.com,,Salesforce
10966927,Inactive Investor,Ross Welte,Chief Compliance Officer;Financial Advisor;Managing Principal,"5 Stone Financial Group, LLC",ross@5stonefinancial.com,,Salesforce
10768953,Inactive Investor,Michael Edwards,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",michael.j.edwards@ml.com,,Salesforce
6027816,,Eli Parton,,,elijah@verifyinvestor.com,,Web form fillout
10867493,Inactive Investor,Colleen Henkelman,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
9567370,,Mark Linsey,,,mlinsey@iname.com,,List import
220815,,Roy Chan,,[Unknown],yeowchuanchan@gmail.com,,Direct
11073468,Inactive Investor,Maria Biasotti Lee,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,maria.biasotti.lee@morganstanley.com,,Salesforce
9610488,,torgrim ovanger,,,torgrim.ovanger@hotmail.no,,List import
10991352,Inactive Investor,Freya Robbins,,"OneAmerica Securities, Inc. Sarasota FL 3580 S Tuttle Ave",,,Salesforce
6240753,,Abdulhalim Halimee,,,halimhalimee2@gmail.com,,Web Form Fillout
11091145,Inactive Investor,Minh Le,Financial Advisor,Edward Jones Frisco TX 4645 Wyndham Ln,,,Salesforce
9567241,,Bob Dean,,,933dean@gmail.com,,List import
11079356,Inactive Investor,Tuan Nguyen,,"Farmers Financial Solutions, LLC Houston TX 13548 Beechnut St",tnguyen25@farmersagent.com,,Salesforce
10879436,Inactive Investor,Nathan See,,"Steward Partners Investment Solutions, LLC Saint Louis MO 101 S Hanley Rd",nathan.see@stewardpartners.com,,Salesforce
7061,, -,,[[Unknown]],jasonleite@ymail.com,,Initial Salesforce Import
11014891,Inactive Investor,Larry Bolibol,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,,,Salesforce
10930509,Inactive Investor,Elizabeth Alf,Chief Compliance Officer;Financial Planner;President;Principal,"Clerestory Advisors, Inc",,,Salesforce
9628186,,Debra Green,,,debra.green@raymondjames.com,,List import
9632109,,Ruyi Lu,,,rlu@ccsfundraising.com,,List import
11070719,Inactive Investor,Jennifer Smith,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jbeverly@tiaa-cref.org,,Salesforce
11135894,Inactive Investor,Martha McAlhaney,,PFS Investments Inc. Columbia SC 455 Saint Andrews Rd,martha.mcalhaney@primerica.com,,Salesforce
11128831,Inactive Investor,Kelsey Stockhausen,Financial Advisor,"Osaic Wealth, Inc. Palm Harbor FL 2662 W Lake Rd",,,Salesforce
10929826,Inactive Investor,Aileen Dugan,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,aileendugan@statefarm.com,,Salesforce
10969841,Inactive Investor,Timothy Leach,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9552102,,Luis Miguel Vargas,,,luismiguelv218@gmail.com,,List import
10798466,Inactive Investor,Jeremy Rogstad,,State Farm VP Management Corp. Charles City IA 717 Kelly Mall,,,Salesforce
9594801,,William Bruce,,,will@sivik.com,,List import
9635728,,Paula Sandlin,,,psandlin@bluecreekip.com,,List import
11070118,Inactive Investor,Elizabeth Hughes,,"Raymond James Financial Services, Inc. Hernando FL 2657 N Forest Ridge Blvd",elizabeth.hughes@raymondjames.com,,Salesforce
10985659,Inactive Investor,Johnny Keith,,PFS Investments Inc. San Antonio TX 14855 Blanco Rd,jkeith@primerica.com,,Salesforce
9564978,,Matthew Nevins,,,matt.nevins@geodecapital.com,,List import
10811303,Inactive Investor,John Franchi,Branch Manager;Senior Vice President - Investments,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,jfranchi@jmsonline.com,,Salesforce
11070761,Inactive Investor,Thomas Tullo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",tommy.tullo@ml.com,,Salesforce
11163928,Inactive Investor,Nolan Ford,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,,,Salesforce
9620062,,Andrew Vrooman,,,andrew.j.vrooman@gmail.com,,List import
9559916,,Handils Mazain,,,manzain56@menity.com,,List import
10845067,Inactive Investor,Sheryl Cruz,Senior Investment Consultant;Vice President,"Northern Trust Securities, Inc. Sarasota FL 1515 Ringling Blvd",nessel.sheryl@ntrs.com,,Salesforce
229788,, -,,[[Unknown]],verveclint@gmail.com,,
11132852,Inactive Investor,Pamela Hodges,,Davenport & Company LLC Kilmarnock VA 141 Technology Park Dr,,,Salesforce
10962613,Inactive Investor,Ejiro Okuma,Financial Advisor,"Equitable Advisors, LLC Atlanta GA 780 Johnson Ferry Rd",,,Salesforce
11069837,Inactive Investor,Christopher Czanstke,,Fidelity Brokerage Services LLC,,,Salesforce
11118573,Inactive Investor,Victoria Visaya,,PFS Investments Inc. Fullerton CA 2495 E Orangethorpe Ave,victoria.visaya@primerica.com,,Salesforce
9616872,,nathan winston,,,nathanwinston@gmail.com,,List import
11218780,,James Holden,,,jholden@kayne.com,,Other
11008775,Inactive Investor,Nichole Leland,Client Service Associate,LPL Financial LLC Lake Jackson TX 1001 FM 2004,nichole.leland@lpl.com,,Salesforce
9613292,,Tony Chemmanoor,,,taste@indigmabistro.com,,List import
348689,,Matthew Freitag,Associate Client Advisor,"Rinet Company, LLC",mrf@rinetco.com,617-488-2701,
10782929,Inactive Investor,David Berube,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,david.berube@fidelity.com,,Salesforce
11046662,Inactive Investor,Kenneth Farr,,GWN Securities Inc. Henderson NV 2470 Saint Rose Pkwy,ken@gwnsecurities.com,,Salesforce
55052,,Bryce Schafer,,"MML Investors Services, LLC",bschafer@massmutual.com,717-791-3300,
9551761,,Felix Meyer,,,spam.kk@pm.me,,List import
10908727,Inactive Investor,David Oppat,,"Farmers Financial Solutions, LLC Portland OR 7105 SW Varns St",,,Salesforce
10797163,Inactive Investor,Mazen Zanayed,Assistant Vice President;Financial Advisor,PNC Investments Western Springs IL 40 47th St,mazen.zanayed@pnc.com,,Salesforce
174297,,diana balbuena,,[Unknown],dianax332@gmail.com,,
9566534,,JOSIAH LOH,,,josiah.yj.loh@gmail.com,,List import
9584190,,dani hermawan,,,danibismillah090116@gmail.com,,List import
209499,,William Hunstock,Senior Partner,Everest Financial Group,bhunstock@everestfg.us,763-923-7534,Manual List Upload
336617,,Jim Pockross,,"Mcdermott Investment Advisors, Llc",jpockross@mcdermottadvisors.com,239-298-5263,Manual List Upload
11030154,Inactive Investor,Robert Cooke,,LPL Financial LLC Denver CO 2000 S Colorado Blvd,robert.cooke@lpl.com,,Salesforce
10888289,Inactive Investor,Silvia Salle,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",silvia.salle@bofa.com,,Salesforce
6795995,,Natalie Chatterjee,,Germany,Natalie.chatterjee@gmail.com,1636786972,Web form fillout
10829739,Inactive Investor,Domenic Maruca,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",domenic.maruca@ml.com,,Salesforce
11231718,Inactive Investor,Eugene Kelly,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Norfolk VA 893 E Little Creek Rd",,,Salesforce
11163358,Inactive Investor,John Patrick West,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,john-patrick_west@vanguard.com,,Salesforce
11143126,Inactive Investor,Brian Truckly,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",brian.truckly@ml.com,,Salesforce
9579574,,Thomas Youderian,,,tyoud1@gmail.com,,List import
11028035,Inactive Investor,Leif Peterson,Financial Advisor,LPL Financial LLC Bay City MI 503 N Euclid Ave,leif.peterson@lpl.com,,Salesforce
9568710,,Sol -,,,ngoashengs@gmail.com,,List import
10782670,Inactive Investor,Pamela Kimmel,,"Sanford C. Bernstein & Co., LLC",pamela.kimmel@bernstein.com,,Salesforce
9592013,,Colin Moorhouse,,,cmoorhouse@stonerivercompany.com,,List import
10985001,Inactive Investor,Eric Tropea,,Thrivent Investment Management Inc.,eric.tropea@thrivent.com,,Salesforce
11147776,Inactive Investor,Chris Testani,,"Wells Fargo Clearing Services, LLC Ansonia CT 211 Main St",,,Salesforce
10966688,Inactive Investor,Ryan Strollo,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
10885192,Inactive Investor,Michael Salopek,,Cetera Advisor Networks LLC Westlake OH 25000 Center Ridge Rd,salopekm@ceteranetworks.com,,Salesforce
10910122,Inactive Investor,Jeremy Hoffman,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",jeremy.hoffman@ampf.com,,Salesforce
11184183,Inactive Investor,James Middleton,Relationship Management Analyst;Senior Relationship Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 1100 E 6600 S",jamie_middleton@ml.com,,Salesforce
11238107,Inactive Investor,Kyle Gerberding,,"Asset Preservation Advisors, LLC",kyle@apabonds.com,,Salesforce
10823100,Inactive Investor,Alejandro Ramirez Del Villar,First Vice President;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",alex.ramirez@ml.com,,Salesforce
10873263,Inactive Investor,Samuel Canner,,"Northwestern Mutual Investment Services, LLC Lewiston ID 301 D St",samuel.canner@nm.com,,Salesforce
10968711,Inactive Investor,Brandt Badouin,,PFS Investments Inc. San Antonio TX 4241 Woodcock Dr,bbadouin@primerica.com,,Salesforce
11023297,Inactive Investor,Raed Tazziz,,"Allstate Financial Services, LLC Portsmouth NH 160 Rockland St",raedtazziz@allstate.com,,Salesforce
9600963,,Mark Longstaffe,,,mrlongstaffe@gmail.com,,List import
10988804,Inactive Investor,Paige Demet,,Deutsche Bank Securities Inc.,paige@deutschewealth.com,,Salesforce
10816333,Inactive Investor,Colin Evans,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",colin.evans@wellsfargoadvisors.com,,Salesforce
10933168,Inactive Investor,Cheryl Langley,,"Ameriprise Financial Services, LLC Fairhope AL 218 Greeno Rd N",cheryl.langley@ampf.com,,Salesforce
9585476,,Jonathan Naduma,,,naduma_jonathan16@yahoo.com,,List import
10778609,Inactive Investor,Lisa Long-Margolis,Executive Director,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,,,Salesforce
9570817,,Jonathan Barrett,"Chief Executive Officer, Chief Investment Officer, Portfolio Manager, President","Luminus Management, LLC",jbarrett@luminusmgmt.com,212-615-3424,List import
237131,, -,,[[Unknown]],wuxiangminhl@gmail.com,,
10785325,Inactive Investor,Margaret McCoy,,J.P. Morgan Securities LLC Mesa AZ 1750 S Power Rd,margaret.mccoy@jpmorgan.com,,Salesforce
172132,,M ROFIQ ALFAIZI,,[Unknown],izzyalfa@gmail.com,,
10814562,Inactive Investor,Darrell Reese,,LPL Financial LLC Hamilton MT 225 W Main St,darrell.reese@lpl.com,,Salesforce
9581169,,Rick Eckenrodt,,,ricke@hntlgh.com,,List import
10852592,Inactive Investor,Benjamin Nostrand,Chief Compliance Officer;Chief Executive Officer;Managing Member,Westview Investment Advisors,ben@westviewinvest.com,,Salesforce
11094259,Inactive Investor,Phillip Rael,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,phillip.rael.e1es@statefarm.com,,Salesforce
10933341,Inactive Investor,Matthew Bower,,Cetera Investment Services LLC Hermitage PA 3320 E State St,matthew.bower@ceterafs.com,,Salesforce
9581500,,Richmond Flowers,,,rflowers22@gmail.com,,List import
10978900,Inactive Investor,Makenna Prete,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,,,Salesforce
214671,,Isaac Edgeworth,,United States,ikeedge40@gmail.com,,
11005379,Inactive Investor,Derrick Sholar,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,derrick.sholar@primerica.com,,Salesforce
10429105,,Jack Almond,,,jackalmond5@gmail.com,,Web Form Fillout
10844576,Inactive Investor,Byron Armstrong,Regional Vice President;Representative,PFS Investments Inc. San Antonio TX 6100 Bandera Rd,byron.armstrong@primerica.com,,Salesforce
11175525,Inactive Investor,John Celentani,Managing Director;Member,Dearborn Partners L.L.C.,jcelentani@dearbornpartners.com,,Salesforce
8206257,,Jason Gilliland,,,j.william.gilliland@gmail.com,,Web Form Fillout
10970986,Inactive Investor,Benjamin Bucher,,"Allstate Financial Services, LLC Fort Wayne IN 4304 Flagstaff Cv",benjaminbucher@allstate.com,,Salesforce
10845946,Inactive Investor,Andre Stampfel,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Islip NY 540 Montauk Hwy",andre.stampfel@ml.com,,Salesforce
10644784,,Turbold Zul,,,turbold.zul@chase.com,,List Import
11072425,Inactive Investor,Vani Bukkuri,,"Wells Fargo Clearing Services, LLC Cottage Grove MN 8770 E Point Douglas Rd S",,,Salesforce
10883782,Inactive Investor,Brian Taylor,,Cornerstone Securities LLC,,,Salesforce
11140190,Inactive Investor,Brian Moland,,"Transamerica Financial Advisors, Inc Rancho Cordova CA 11344 Coloma Rd",brian.moland@tfaconnect.com,,Salesforce
10662030,,Jennifer Karch,,,jennifer@carterfinancialgroup.com,,List Import
11129493,Inactive Investor,Sander Velasquez Porro,,J.P. Morgan Securities LLC East Boston MA 31 William C Kelly Sq,sander.velasquez-porro@jpmorgan.com,,Salesforce
10754810,Inactive Investor,Jonathan Kravitz,,"Cadaret, Grant & Co., Inc. Elmira NY 1260 W Church St",jkravitz@cadaretgrant.com,,Salesforce
11011949,Inactive Investor,Nickolo Lima,,Janney Montgomery Scott LLC Atlanta GA 1475 Peachtree St NE,nlima@janney.com,,Salesforce
9542058,,Arun Chauhan,,,arunchauhan508@gmail.com,,List import
10489280,,Maria Cassagnol,Life Insurance Agent,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,mcassagnol@primerica.com,,List Import
10902431,Inactive Investor,Jonathan Floe,Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
372860,,Jon Marsden,,[Unknown],jonmarsden@hotmail.com,,source
11113373,Inactive Investor,Mark Williams,,"Calton & Associates, Inc. Houston TX 4615 Southwest Fwy",mwilliams@calton.com,,Salesforce
11194428,Inactive Investor,Kyle Murphy,Financial Advisor,"Osaic Wealth, Inc. Richmond VA 8720 Stony Point Pkwy",,,Salesforce
9634879,,Nadia Widmer,,,nadia.widmer@swisspartners-advisors.com,,List import
10769594,Inactive Investor,Gregory Matthews,Director - Insurance Planning;Financial Advisor,Morgan Stanley New York NY 1 Penn Plz,greg.v.matthews@morganstanley.com,,Salesforce
10611941,,Jan Galvez,"Director - Investments, Financial Advisor",,jan.galvez@opco.com,,List Import
341145,,Ajay Shroff,"President, Chief Investment Officer And Chief Compliance Officer",Ridgeleigh Capital,ajay@ridgeleighcap.com,908-373-2520,Manual List Upload
9549861,,David Kurd,,,dkurd@melvincapital.com,,List import
4210512,,Trinh Nguyen,,,trinh.mary2010@gmail.com,,Web Form Fillout
9630232,,Grant Hauber,,,granthauber@gmail.com,,List import
10872657,Inactive Investor,Nicholas Schaefer,Financial Advisor,Edward Jones Naples FL 9180 Galleria Ct,nick.schaefer@edwardjones.com,,Salesforce
11048054,Inactive Investor,Patrick Gilmore,Financial Advisor;Financial Representative,LPL Financial LLC Wayne NJ 1680 State Rte 23,pat.gilmore@lpl.com,,Salesforce
9619431,,Andrew Timmons,,,andrew.timmons@surveyor-capital.com,,List import
10877227,Inactive Investor,Melissa Guo,,Citigroup Global Markets Inc.,melissa.guo@citigroup.com,,Salesforce
11141899,Inactive Investor,Jeffrey Acuff,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",jeffrey_acuff@ml.com,,Salesforce
10891419,Inactive Investor,Jennifer Failla,Chief Compliance Officer;Founder;Principal,"Strada Wealth Management, LLC",jfailla@stradamanagement.com,,Salesforce
9563996,,Greg Zini,,,greg.zini@benjaminfedwards.com,,List import
11010289,Inactive Investor,Paula Traina,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
11034883,Inactive Investor,Francis Guarascio,,PFS Investments Inc. Whitesboro NY 10 Main St,fguarascio@primerica.com,,Salesforce
9603460,,Scott Keller,,,s.keller@truepointcapital.com,,List Import
11182053,Inactive Investor,Logan Sharpe,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,logan.sharpe@lpl.com,,Salesforce
10872684,Inactive Investor,William Hudson,Financial Advisor,Edward Jones Broomfield CO 3303 W 144th Ave,will.hudson@edwardjones.com,,Salesforce
9566159,,Robert Kantor,,,robert_kantor@hancockbank.com,,List import
11096919,Inactive Investor,James Shurtz,,PFS Investments Inc. Casper WY 341 E E St,james.shurtz@primerica.com,,Salesforce
11129643,Inactive Investor,Timothy Bouman,Financial Advisor,PNC Investments Cincinnati OH 8087 Montgomery Rd,timothy.bouman@pnc.com,,Salesforce
10818380,Inactive Investor,Daniel Portnoy,Chief Operating Officer;Principal,"Greenwich Advisors, LLC Greenwich CT 640 W Putnam Ave",,,Salesforce
11212209,Inactive Investor,Calvin Lock,,J.P. Morgan Securities LLC Austin TX 405 Colorado St,,,Salesforce
10982063,Inactive Investor,David Tassoul,Advisor,"Osaic Wealth, Inc. Green Bay WI 2700 Vernon Dr",,,Salesforce
11186107,Inactive Investor,Joseph Thompson,,LPL Financial LLC Greenville SC 300 N Main St,scott.c.thompson@lpl.com,,Salesforce
9631372,,Brett Cline,,,btcline04@gmail.com,,List import
11109206,Inactive Investor,Antonio Guerrero,,PFS Investments Inc. Milford CT 185 Plains Rd,aguerrero@primerica.com,,Salesforce
10973726,Inactive Investor,Mary Sullivan,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,msullivan@pksinvest.com,,Salesforce
10785667,Inactive Investor,Justin Muhl,,Fidelity Brokerage Services LLC Towson MD 610 York Rd,justin.muhl@fidelity.com,,Salesforce
10613995,,Steven Jones,Financial Advisor,,steven.jones@thrivent.com,,List Import
10896254,Inactive Investor,Clayton Curtis,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,clayton.curtis@jpmorgan.com,,Salesforce
11200143,Inactive Investor,Joshua Sangalang,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Los Altos CA 240 3rd St",,,Salesforce
10887446,Inactive Investor,Trent Yenney,,Country Capital Management Company Galena IL 11400 W US Hwy 20,trent.yenney@countryfinancial.com,,Salesforce
10928027,Inactive Investor,Benjamin Trager,,Fidelity Brokerage Services LLC,,,Salesforce
10901252,Inactive Investor,Anthony Angarola,,Cetera Investment Services LLC Westbury NY 1400 Old Country Rd,anthony.angarola@ceterainvestors.com,,Salesforce
10942652,Inactive Investor,Austin Travers,,Fidelity Brokerage Services LLC,,,Salesforce
11141807,Inactive Investor,George Cadwell,Senior Vice President;Wealth Advisor,Morgan Stanley Boise ID 101 S Capitol Blvd,drew.cadwell@morganstanley.com,,Salesforce
11096300,Inactive Investor,Jennifer Sheppard,Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",jennsheppard@ml.com,,Salesforce
10805748,Inactive Investor,Adam Moldof,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 1 Town Center Rd",adam.moldof@wfafinet.com,,Salesforce
10933093,Inactive Investor,Jacklyn Lynch,,LPL Financial LLC Reno NV 5305 Reno Corporate Dr,jacklyn.lynch@lpl.com,,Salesforce
11142608,Inactive Investor,Marco Contreras,,"First Command Brokerage Services, Inc. Las Vegas NV 500 N Rainbow Blvd",mcontreras@firstcommand.com,,Salesforce
49896,,Luca Voigt,,Germany,lucavoigt0508@gmail.com,,
11085897,Inactive Investor,Benjamin Smitley,,"Wells Fargo Clearing Services, LLC Weaverville NC 173 Weaver Blvd",,,Salesforce
9638500,,Fernando Braghin,,,fernando@h2e.com,,List import
10752480,Inactive Investor,Elijah Outen,Vice President,Morgan Stanley,elijah.outen@morganstanley.com,,Salesforce
9558462,,Gregory Hefner,,,ghefner@commonwealth.com,,List import
11160690,Inactive Investor,Michael Meehan,,PFS Investments Inc. Upland CA 545 N Mountain Ave,michael.meehan@primerica.com,,Salesforce
10791327,Inactive Investor,Katherine Wimmer,President;Regulatory Contact,Wimmer Associates LLC,k.wimmer@wimmerassociates.com,,Salesforce
10753839,Inactive Investor,Lindsay Gookstetter,Senior Client Service Associate,UBS Financial Services Inc. Bellevue WA 225 108th Ave NE,lindsay.gookstetter@ubs.com,,Salesforce
11139893,Inactive Investor,Thomas Brennan,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,tbrennan@primerica.com,,Salesforce
10617796,,Richard Miller,,,richard.e.miller@wellsfargoadvisors.com,,List Import
11238147,Inactive Investor,George Plaiss,,"Pt Asset Management, LLC",mplaiss@ptam.com,,Salesforce
11025890,Inactive Investor,Cary Atlas,,J.P. Morgan Securities LLC Marysville WA 1344 State Ave,cary.atlas@jpmorgan.com,,Salesforce
11063116,Inactive Investor,Bradley Buchanan,Managing Director,North Star Asset Management Inc Appleton WI 134 E Wisconsin Ave,bbuchanan@northstarinvestments.com,,Salesforce
11162941,Inactive Investor,John Kennedy,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,john.kennedy@morganstanley.com,,Salesforce
11026215,Inactive Investor,Julie Lyon,,"Voya Financial Advisors, Inc. Buffalo NY 6225 Sheridan Dr",julie.lyon@voya.com,,Salesforce
10903343,Inactive Investor,Rachel Yuster,,"Allstate Financial Services, LLC Philadelphia PA 209 N 3rd St",rachelyuster@allstate.com,,Salesforce
10864937,Inactive Investor,Donald Hubbard,Founder,Advisor Resource Council Weatherford TX 903 N Main St,,,Salesforce
11205736,Inactive Investor,Bruna Camelier Martins Costa,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,bruna.camelier-martins-costa@jpmorgan.com,,Salesforce
11038496,Inactive Investor,James Meisner,Financial Advisor;Vice President,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,james.k.meisner@morganstanley.com,,Salesforce
9590039,,Bryce Carey,,,bryce@northlandingfp.com,,List import
11161393,Inactive Investor,Darius Thurston,,State Farm VP Management Corp. Kingwood TX 22749 Professional Dr,,,Salesforce
10901361,Inactive Investor,Jacqueline Ekard,,"Truist Investment Services, Inc. Winder GA 43 S Broad St",jackie.ekard@truist.com,,Salesforce
11052263,Inactive Investor,Daniel Grealish,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,daniel.grealish@lpl.com,,Salesforce
10968756,Inactive Investor,Eric Previti,Financial Professional,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",eric.previti@prudential.com,,Salesforce
11142550,Inactive Investor,John Adickes,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Retirement Plan Consultant;Senior Vice President,Morgan Stanley San Antonio TX 7600 Broadway,john.adickes@morganstanley.com,,Salesforce
10775892,Inactive Investor,Michael Rollo,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",michael_rollo@ml.com,,Salesforce
9588298,,Nick Tell,,,ntell@armorysecurities.com,,List import
10777478,Inactive Investor,Laurie Ross,Wealth Management Banking Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",,,Salesforce
10957411,Inactive Investor,Sandra Sauceda,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10869092,Inactive Investor,Naomi Sanchez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11074446,Inactive Investor,Susannah Vetsch,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Yakima WA 3909 Castlevale Rd,susannah.vetsch@morganstanley.com,,Salesforce
10951838,Inactive Investor,Jose Munoz,,Cetera Investment Services LLC Overland Park KS 12695 Metcalf Ave,jose.munoz@ceterais.com,,Salesforce
9596508,,Andrew Page,,,apage@focuspartners.com,,List import
10837871,Inactive Investor,James Conway,,"Farmers Financial Solutions, LLC San Diego CA 10717 Camino Ruiz",jconway@farmersagent.com,,Salesforce
11038389,Inactive Investor,Karen Brannon,,"Farmers Financial Solutions, LLC La Pine OR 51636 Huntington Rd",,,Salesforce
9569326,,Taylor Swan,,,taylorswan1994@gmail.com,,List import
10810253,Inactive Investor,Samuel Robertson,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 1800 City Farm Dr",jimbo.robertson@ml.com,,Salesforce
10618341,,Joseph Kelly,,,joseph_t_kelly@ml.com,,List Import
10755352,Inactive Investor,Jared Miller,Financial Advisor,Morgan Stanley Decatur AL 300 Market St NE,jared.miller@morganstanley.com,,Salesforce
11011238,Inactive Investor,Romy Brown,Chief Compliance Officer;Chief Operations Officer;Compliance Officer;Managing Partner,"Beta Wealth Group, Inc",romy@betawealthgroup.com,,Salesforce
10866242,Inactive Investor,Mario Digesaro,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11167672,Inactive Investor,Thomas Dahl,Investment Advisor,"Independent Financial Group, LLC Mc Farland WI Private Residence",,,Salesforce
11154427,Inactive Investor,Janet Steimel,,State Farm VP Management Corp. Longwood FL 705 W State Road 434,jan.steimel.qsto@statefarm.com,,Salesforce
10907366,Inactive Investor,Peter Murphy,Investment Advisor Representative;Lead Planner;Managing Member;Principal;Regulatory Contact;Wealth Advisor,"Financial Partners, LLC",p.murphy@fprrs.com,,Salesforce
11175646,Inactive Investor,James Bowmer,,PFS Investments Inc. Largo FL 801 W Bay Dr,james.bowmer@primerica.com,,Salesforce
11060887,Inactive Investor,Ana Lopez,,"Wells Fargo Clearing Services, LLC Omaha NE 3808 N 168th Ave",,,Salesforce
162080,,Lukas Dudek,,[Unknown],lukasdudek@outlook.com,,Organic Search
11061742,Inactive Investor,Mark Kohus,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,mark.kohus@fidelity.com,,Salesforce
11133474,Inactive Investor,Alicia Mueller,Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,alicia.mueller@morganstanley.com,,Salesforce
11170011,Inactive Investor,Chad Waters,,LPL Financial LLC San Diego CA 12625 High Bluff Dr,chad.waters@lpl.com,,Salesforce
9541187,,Nicole Casperson,,,ncasperson@investmentnews.com,,List import
9600743,,Susanne Stauffer,,,sstauffer@flputnam.com,,List import
11088139,Inactive Investor,Jeremy Gove,Financial Planner;Member,Stonebridge Wealth Systems LLC,jeremy@stonebridgeiwm.com,,Salesforce
10787195,Inactive Investor,Michael Bow,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,michael.bow@fidelity.com,,Salesforce
151338,,Dolar Cripto,,[Unknown],dolarcripto@gmail.com,,Paid Social
11116757,Inactive Investor,Yuk Ming Rebecca Chung,,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",rebecca.chung@wellsfargo.com,,Salesforce
11095996,Inactive Investor,H Sawyer,Chief Executive Officer,"Westover Capital Advisors, LLC",,,Salesforce
11195811,Inactive Investor,Gary Pollock,,"Parkland Securities, LLC Spanaway WA Private Residence",,,Salesforce
10816908,Inactive Investor,Matthew Crafa,Financial Advisor,"Osaic Wealth, Inc. Garden City NY 390 Old Country Rd",mcrafa@royalaa.com,,Salesforce
11048495,Inactive Investor,Ji Chung,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",mike.chung@wellsfargo.com,,Salesforce
10942735,Inactive Investor,Jack Berhorst,Financial Advisor,GWN Securities Inc. Kansas City MO 1600 Genessee St,jberhorst@gwnsecurities.com,,Salesforce
10784241,Inactive Investor,Stephen Hinrichs,Partner;Vice President - Investment Research,"David Vaughan Investments, LLC",shinrichs@dviinc.com,,Salesforce
9549285,,Danabra Kraft,,,danabra_kraft@yahoo.com,,List import
10803493,Inactive Investor,Kate Morrison,Financial Advisor,Edward Jones Saint Louis MO 10825 Watson Rd,kate.morrison@edwardjones.com,,Salesforce
10907030,Inactive Investor,Jian Tam,,Cetera Investment Services LLC Boston MA 68 Harrison Ave,jian.tam@ceterais.com,,Salesforce
9550943,,Kevin Tracey,,,ktracey@oberonasset.com,,
10860452,Inactive Investor,Shelby Lake,,"Osaic Wealth, Inc. Dayton OH 10793 Yankee St",,,Salesforce
332788,,Jeff Coburn,,First Republic - San Francisco,jcoburn@firstrepublic.com,,
10955243,Inactive Investor,Paige Callahan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
333642,,Brody Beyer,,Savant Wealth Management,bbeyer@savantcapital.com,,
10868776,Inactive Investor,Joel Feldkamp,,"Packerland Brokerage Services, Inc. Wausau WI 227501 Rib Mountain Dr",joel_feldkamp@packerlandbrokerage.com,,Salesforce
9627127,,Mehmet Gökhan Dedeo?lu,,,mgdedeoglu@gmail.com,,List import
10889683,Inactive Investor,Matthew Meese,Financial Advisor,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,matthew.meese@lpl.com,,Salesforce
9549031,,Shoney Katz,,,shoney.katz@surveyor-capital.com,,List import
10999434,Inactive Investor,Caitlyn Cox,,J.P. Morgan Securities LLC Englewood CO 11277 E Arapahoe Pl,caitlyn.cox@jpmorgan.com,,Salesforce
10994876,Inactive Investor,Daniel Leuenberger,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_leuenberger@vanguard.com,,Salesforce
11176855,Inactive Investor,Michael Jackson,Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Spokane WA 2204 E 29th Ave,mjackson@dadco.com,,Salesforce
9636213,,Mitchell Thornton,,,mthornton@northerntrust.com,,List import
11001215,Inactive Investor,Riley Keltner,Associate Representative;Financial Professional,Thrivent Investment Management Inc. Chicago IL 190 S la Salle St,riley.keltner@thrivent.com,,Salesforce
10757869,Inactive Investor,Reynaldo Davila,Consulting Group Analyst,Morgan Stanley San Antonio TX 7600 Broadway,reynaldo.davila@morganstanley.com,,Salesforce
10604482,,Michael Thomas,Director,Choreo,mike.thomas@choreoadvisors.com,319 531 7392,List Import
11027819,Inactive Investor,Michael Wells,Chief Compliance Officer;Financial Advisor;Member,Tidwell Wealth Management LLC,,,Salesforce
10790568,Inactive Investor,Chad House,,"Raymond James & Associates, Inc. Germantown TN Private Residence",chad.house@raymondjames.com,,Salesforce
143312,,David Totah,"Partner, Senior Wealth Advisor",Exencial Wealth Advisors Plano TX 3930 Dallas Pkwy,dtotah@exencialwealth.com,972-985-7162,
9556883,,Massimiliano Maggio,,,info@lab-bergamo.com,,List import
9548465,,John Pratt,,,john.pratt@voya.com,,List import
11048982,Inactive Investor,Joei Carattini,,J.P. Morgan Securities LLC Azusa CA 1188 E Alosta Ave,joei.carattini@jpmorgan.com,,Salesforce
11141592,Inactive Investor,Robert Mairs,Chief Compliance Officer;Corporate Secretary;Director;General Counsel;President;Secretary,Mairs & Power Saint Paul MN 332 Minnesota St,rmairs@mairsandpower.com,,Salesforce
11207464,Inactive Investor,Luz Signorile,,"Samuel A. Ramirez & Company, Inc.",,,Salesforce
10963245,Inactive Investor,Robert Krumholz,,"Allstate Financial Services, LLC Huntington NY 595 W Jericho Tpke",robertkrumholz@allstate.com,,Salesforce
10996167,Inactive Investor,Stephen Clough,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11160570,Inactive Investor,Jamie Diamond,,"MML Investors Services, LLC Covington LA 122 Terra Bella Blvd",jamiediamond@financialguide.com,,Salesforce
10361719,,Timothy Rice,,,tim@nomomlm.com,,Web form fillout
374615,,Stewart Fisher,Managing Director,Mountaingate Capital,sfisher@krgcapital.com,(303) 390-5033,Salesforce
11187007,Inactive Investor,Scott Davis,,J.P. Morgan Securities LLC Buffalo NY 3122 Sheridan Dr,scott.davis@jpmorgan.com,,Salesforce
10891796,Inactive Investor,Savannah Sapp,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10930079,Inactive Investor,Wei Peng,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",wei.peng@transamerica.com,,Salesforce
11126496,Inactive Investor,Joseph Leonard,Chief Compliance Officer;Estate Planner;Managing Member,"Leonard Wealth Management, LLC",cain@leonardwealth.net,,Salesforce
11054440,Inactive Investor,Joseph Devorak,Financial Advisor;Vice President;Wealth Advisor,Compound Planning Berthoud CO Private Residence,joseph.devorak.iv@compoundplanning.com,888-533-9364,Salesforce
10850497,Inactive Investor,Avrohom Weiss,,J.P. Morgan Securities LLC Saddle Brook NJ 250 Pehle Ave,,,Salesforce
116248,,Robert Magnesen,Preferred Relationship Manager,"Fifth Third Securities, Inc.",robert.magnesen@53.com,708-215-2477,
373861,,Robert Rosengart,,[Unknown],cgnac@yahoo.com,,source
11069507,Inactive Investor,Kevin Croken,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",kevin.croken@ml.com,,Salesforce
10784716,Inactive Investor,Rick Nichols,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11172619,Inactive Investor,Phoebe Ritrovato,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10839323,Inactive Investor,Laura Salaburu,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 750 E Mulberry Ave",laura.salaburu@wellsfargoadvisors.com,,Salesforce
3885354,,Francisco Ramos,,,franciscoramos924@gmail.com,,Web Form Fillout
11025456,Inactive Investor,Xu Zhang,,J.P. Morgan Securities LLC Suwanee GA 1052 Peachtree Industrial Blvd,xu.x2.zhang@chase.com,,Salesforce
11083023,Inactive Investor,Jeff Rogers,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,jeff.rogers@fidelity.com,,Salesforce
11094111,Inactive Investor,Nicholas Siciliano,,"Allstate Financial Services, LLC San Marcos TX 118 E San Antonio St",nicholassiciliano@allstate.com,,Salesforce
9577358,,Adrián de Jesús Valdés Infante,,,adrianvaldes235@gmail.com,,List import
11155110,Inactive Investor,Cory Lester,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10920602,Inactive Investor,Brenda Rubino,Financial Professional,LPL Financial LLC Great Falls MT 300 Central Ave,brenda.wayrubino@lpl.com,,Salesforce
11156017,Inactive Investor,Thomas Garibaldi,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",thomas.garibaldi@ampf.com,,Salesforce
9618123,,Jeffrey Bolduc,,,jeffrey.bolduc@aqr.com,,List import
10962877,Inactive Investor,Quoc Bao Le,,J.P. Morgan Securities LLC Tracy CA 691 W 11th St,quocbao.le@chase.com,,Salesforce
10899725,Inactive Investor,Nicholas Kennedy,Client Service Associate;Private Wealth Management Associate,Morgan Stanley New York NY 399 Park Ave,nicholas.kennedy@morganstanley.com,,Salesforce
10618777,,Joy Crenshaw,,,joy.crenshaw@nuveen.com,,List Import
10387664,,Kamran Khan,,,kamz1211@hotmail.co.uk,,Web Form Fillout
9622178,,Clinton Breckenridge jr Kali,,,kalichaudexquee1984@icloud.com,,List import
338615,,Joel Goldberg,Vice President,"Pharos Capital Group, Llc",jgoldberg@pharosfunds.com,615-234-5522,Manual List Upload
6874077,,Jennifer Smith,,,jiyixon@youke1.com,,Web Form Fillout
224869,,gary beggs,,[Unknown],barnaby@sterling.net,,Content
10489855,,Jordan Roach,"Financial Advisor, Retirement Planner",Retirement Planners of America,jordan.roach@rpoa.com,469-246-3607,List Import
11073939,Inactive Investor,Zachary Girres,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10881549,Inactive Investor,Joseph Johnson,Chief Compliance Officer;Financial Advisor;President,The J.O. Johnson Group Inc.,,,Salesforce
5073984,,Jeffrey Hagar,,,jeffrey.hagar@basf.com,2489127666,Web Form Fillout
9584625,,Sabina Haq,,,sabina.haq@siris.com,,List import
223165,,Donna Phillips,Managing Director,Assure Investments Ltd,dmep69@gmail.com,,
10769172,Inactive Investor,Jason Graham,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",jason.graham@ml.com,,Salesforce
11262006,Inactive Investor,Justin Simmons,,Justin Simmons,justin@bkcoincapital.com,,Warm Lead
11238819,Inactive Investor,Debbie Todd,,"INVST, LLC",debbie@invst.com,,Salesforce
10850143,Inactive Investor,Herminia Ramirez,,"U.S. Bancorp Investments, Inc. Corona CA 3580 Grand Oaks",herminia.ramirez@usbank.com,,Salesforce
11140832,Inactive Investor,Aldo-Gabriel Gomez,,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,aldogabriel.gomez@primerica.com,,Salesforce
11297024,Inactive Investor,Joseph Reber,Senior Portfolio Manager,First Western Trust,pate.reber@myfw.com,,Salesforce
234593,, -,,[[Unknown]],eddie.vega@gmail.com,,
171134,,Matt Kennedy,,[Unknown],mattgk50@gmail.com,,
10829007,Inactive Investor,John-Eric Nader,,Goldman Sachs & Co.,,,Salesforce
10778385,Inactive Investor,John Morgan,,"Raymond James Financial Services, Inc. Metairie LA 1 Galleria Blvd",,,Salesforce
11221319,,Jeffrey Zage,,,jzage@financialnortheastern.com,,List Import
10800124,Inactive Investor,James Aronson,Founder;Portfolio Manager;President,"Aronson Asset Management, Inc. Savannah GA 30 Little Comfort Rd",jim@aronsonam.com,,Salesforce
51315,,Marc McDowell,,NFP Retirement Inc.,marc.mcdowell@nfp.com,608-416-4400,
10917260,Inactive Investor,Tyler McKean,,"Kestra Investment Services, LLC Sandusky OH 5004 Timber Commons Dr",tyler.mckean@kestrafinancial.com,,Salesforce
10894448,Inactive Investor,George Donaho,,"Northwestern Mutual Investment Services, LLC Houston TX 5599 San Felipe St",gkemler.donaho@nm.com,,Salesforce
10984247,Inactive Investor,Sharon Faraci,,LPL Financial LLC Utica MI 50891 Sabrina Dr,sharon.faraci@lpl.com,,Salesforce
9636601,,Matthew Pierce,,,matthew@wealthcg.com,,List import
10603780,,Mortimer Berkowitz,"Chief Executive Officer, Founder, Limited Partner, Managing Partner, President, Regulatory Contact",InnovaHealth Partners,tb@innovahp.com,,List Import
10864663,Inactive Investor,Mark Fitzgerald,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 1 Gorham Is",mark.w.fitzgerald@bofa.com,,Salesforce
11091988,Inactive Investor,James Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Montgomery AL 2660 Eastchase Ln",,,Salesforce
11074621,Inactive Investor,Ashley Pockrandt,Financial Advisor,LPL Financial LLC Frankenmuth MI 580 N Main St,ashley.pockrandt@lpl.com,,Salesforce
11166385,Inactive Investor,Nehanda Julot,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,nehanda.julot@fmr.com,,Salesforce
11078492,Inactive Investor,Stephanie McCarty,Wealth Advisor,Thrivent Investment Management Inc. Akron OH 202 Montrose West Ave,stephanie.mccarty@thrivent.com,,Salesforce
11208814,Inactive Investor,Robert Hansen,Chief Compliance Officer;Owner;Partner;President,Adams-Hansen & Associates,brook@adamshansen.com,,Salesforce
9611679,,Jude Nicholson,,,tucsonjude@gmail.com,,List import
10611381,,Dijana Stanisic,"Assistant Vice President, Private Wealth Associate, Wealth Management Advisor",,dijana.stanisic@ml.com,,List Import
1004698,Inactive Investor,Stephen Leary,,Stephen Leary,learysm@yahoo.com,,source
10769025,Inactive Investor,Molly Brown,Senior Registered Associate,D.A. Davidson & Co. Seattle WA 701 5th Ave,mollybrown@dadco.com,,Salesforce
10781914,Inactive Investor,Jason Miner,,Citigroup Global Markets Inc.,jason.miner@citi.com,,Salesforce
11197962,Inactive Investor,Catherine Tierney,,LPL Financial LLC Tarrytown NY Private Residence,catherine.tierney@lpl.com,,Salesforce
10852017,Inactive Investor,James Mccolgan,Chief Executive Officer;President;Vice President,"Prospect Hill Management, LLC",,,Salesforce
9644715,,Zorrik Voldman,,,zorrik@yahoo.com,,List import
10956339,Inactive Investor,Kevin Khu,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Torrance CA 21370 Hawthorne Blvd",kevin.khu@schwab.com,,Salesforce
10618364,,Michael Drozd,,,michael.drozd@ml.com,,List Import
10768347,Inactive Investor,Vivek Kaul,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7101 York Ave S",,,Salesforce
10973312,Inactive Investor,Michael Torrence,Investment Advisor Representative,"Alpha Wealth Funds, LLC",mtorrence@alphawealthfunds.com,,Salesforce
10756591,Inactive Investor,Areeba Abdullah,Client Service Associate;Registered Associate,Morgan Stanley Mountain View CA 650 Castro St,areeba.abdullah@morganstanley.com,,Salesforce
11074351,Inactive Investor,Shannon Baker,Chief Compliance Officer;Investment Advisor;Managing Member,"Baker Wealth Advisors, LLC.",shannon.baker@bakerwealthadvisors.com,,Salesforce
10754091,Inactive Investor,Joshua Bradley,Financial Advisor;Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton PA 417 Lackawanna Ave",jbradley7@ml.com,,Salesforce
10843299,Inactive Investor,Thomas Fahey,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",thomas.k.fahey@wellsfargoadvisors.com,,Salesforce
11037530,Inactive Investor,Daniel Weber,,"Osaic Wealth, Inc. New Holstein WI 2210 Calumet Dr",,,Salesforce
11120448,Inactive Investor,Brandon Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brandon.davis@fidelity.com,,Salesforce
10695850,,Rob Nance,,Dispatch,rob@dispatch.io,,List Import
9558567,,William Dixon,,,scottdixon@synovus.com,,List import
10983449,Inactive Investor,Cesar Valdes Pineda,Financial Solutions Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",cesar.valdes@wellsfargo.com,,Salesforce
11172152,Inactive Investor,Charles Eden,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,,,Salesforce
11037145,Inactive Investor,Aldhair Miron,,J.P. Morgan Securities LLC Houston TX 5505 Kirby Dr,aldhair.miron@jpmorgan.com,,Salesforce
10768611,Inactive Investor,Rege Eisaman,Chief Investment Officer,InterOcean Capital,,,Salesforce
10987264,Inactive Investor,Amy Keating,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc.",amy.keating@firstcitizens.com,,Salesforce
121634,,Travis Cipriana,,Exxonmobil,travis.cipriana@gmail.com,4065392225,
10612920,,Kenneth Greenblatt,Financial Advisor,,kenneth.greenblatt@equitable.com,,List Import
10962414,Inactive Investor,Joy Enagbare,,"Allstate Financial Services, LLC Lawrenceville GA 3664 Club Dr",,,Salesforce
10776801,Inactive Investor,Kevin Nowlin,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,kevin.nowlin@us.hsbc.com,,Salesforce
340009,,Bridget Shaw,"Vice President, Financial Planner","Pinnacle Capital Management, Llc",bbshaw@pinnacle-llc.com,315-234-9716,Manual List Upload
10807408,Inactive Investor,Scott McGovney,Financial Advisor,LPL Financial LLC Wheaton IL 1755 S Naperville Rd,scotta.mcgovney@lpl.com,,Salesforce
10754455,Inactive Investor,Lisa Hammond,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Vice President;Workplace Advisor,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,lisa.papadopoulos@morganstanley.com,,Salesforce
10933043,Inactive Investor,Alexis Morley,Financial Advisor,Edward Jones Westerville OH 6041 S Sunbury Rd,alexis.morley@edwardjones.com,,Salesforce
11058456,Inactive Investor,Miriam Lash,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
2623539,,9975972482 Shinde,,,shindevilas874@gmail.com,,
10952286,Inactive Investor,Kara Gray,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
11150999,Inactive Investor,Nathan Ring,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,nathan_ring@vanguard.com,,Salesforce
10776451,Inactive Investor,Laura Arntson,Portfolio Associate,Morgan Stanley Saint Paul MN 380 Saint Peter St,laura.m.arntson@morganstanley.com,,Salesforce
10852284,Inactive Investor,Hayden Ludwig,Client Service Associate,Morgan Stanley Kansas City MO 4520 Main St,,,Salesforce
11155319,Inactive Investor,George Rennick,,J.P. Morgan Securities LLC,george.rennick@jpmorgan.com,,Salesforce
11057795,Inactive Investor,Steven Whitcomb,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lexington KY 4084 Finn Way",steve.whitcomb@schwab.com,,Salesforce
9617267,,Ricardo Robert,,,rickyfree24@hotmail.com,,List import
344765,,Chris Thomas,Operating Partner,Blue Wolf Capital Partners Llc,cthomas@bluewolfcapital.com,212-488-1340,Manual List Upload
11152893,Inactive Investor,Guy Nicosia,,"Osaic Wealth, Inc. Hauppauge NY 150 Motor Pkwy",,,Salesforce
11128258,Inactive Investor,Nathan Smith,Wealth Advisor,Thrivent Investment Management Inc. Overland Park KS 7270 W 98th Ter,nathan.smith@thrivent.com,,Salesforce
10944729,Inactive Investor,Devin Wertman,Associate;Financial Advisor,Edward Jones Billings MT 401 N 31st St,devin.wertman@edwardjones.com,,Salesforce
348967,,Orlando Bravo,"Managing Partner, Limited Partner",Thoma Bravo,obravo@thomabravo.com,312-254-3300,Manual List Upload
11171542,Inactive Investor,Jeremy Lange,Financial Advisor,Edward Jones Hampton GA 29 E King Rd,jeremy.lange@edwardjones.com,,Salesforce
10971719,Inactive Investor,Michael Pierson,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",tate.pierson@nm.com,,Salesforce
10752694,Inactive Investor,Alicia Forest,Senior Client Service Associate,"Raymond James & Associates, Inc. Winnetka IL 560 Green Bay Rd",alicia.forest@raymondjames.com,,Salesforce
9625884,,Toni Williamson,,,toni@thepoolstore.com,,List import
11095172,Inactive Investor,Joseph Orsolini,,"World Equity Group, Inc. Glen Ellyn IL 799 Roosevelt Rd",,,Salesforce
11157002,Inactive Investor,Anthony Pisani,,"Aegis Wealth Management, Inc. Shelton CT 100 Beard Sawmill Rd",,,Salesforce
9603854,,JASON WHITE,,,jwhite@silvermanagement.com,,List import
197283,,Richard Rosser,,[Unknown],richardrosser@me.com,,
10797653,Inactive Investor,Michael Creamer,Member;Principal,Glass Jacobson Wealth Advisors Rockville MD 1901 Research Blvd,michael.creamer@glassjacobsonia.com,,Salesforce
9608574,,Tony Grigonis,,,tgrigonis@gmail.com,,List import
7379022,,mimi jaki,,,caharif273@duiter.com,,Web Form Fillout
11100558,Inactive Investor,Charles Lincoln,Corporate Retirement Director;Director - Corporate Client Group;Financial Advisor;Senior Investment Management Consultant;Senior,Morgan Stanley Little Rock AR 2200 N Rodney Parham Rd,charles.lincoln@morganstanley.com,,Salesforce
11016175,Inactive Investor,Benjamin Smith,,"Raymond James Financial Services, Inc. Hartford City IN 320 Huggins Dr",ben.smith1@raymondjames.com,,Salesforce
10856835,Inactive Investor,David Armstrong,Investment Advisor;Principal;Secretary;Treasurer,"Pinnacle Investment Advisors, LLC",,,Salesforce
335940,, -,,[[Unknown]],juk58429@bcaoo.com,,Direct
11014147,Inactive Investor,Jacob Aytayan,Financial Planning Assistant;Paraplanner,"Favor Wealth Advisors, LLC",jacob@favorwealth.com,,Salesforce
9572139,,Gordon Maybury,,,rghmaybury@gmail.com,,List import
9627215,,Rakibul islam Rahat,,,rakibulislamrahay321259@gmail.com,,List import
11024340,Inactive Investor,Michael Smyth,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",michael_smyth@ml.com,,Salesforce
11222401,,John Weidner,,,jweidner@invresearch.com,,List Import
10604530,,Garrett Markley,Associate Advisor,Veris,gmarkley@veriswp.com,2123494172,List Import
9605069,,Jennie Owena,,,jennie.primakarya02@gmail.com,,List import
10956362,Inactive Investor,Lucas Graybill,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,lucas.graybill@fidelity.com,,Salesforce
11182676,Inactive Investor,Marisela Ramirez Estrella,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
10765785,Inactive Investor,Timothy Barnhart,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",tim.barnhart@nm.com,,Salesforce
11129191,Inactive Investor,Tonya Mathison,Financial Advisor,"Principal Securities, Inc.",,,Salesforce
121264,,Frederique Dacic,Chief Administrative Officer,"Markettrend Advisors, Ltd.",fdacic@markettrendadvisors.com,512-255-8722,Manual List Upload
9551260,,Bob Schaefer,,,rschaefe1@yahoo.com,,List import
11035503,Inactive Investor,Edmund Iannaccone,,"Steward Partners Investment Solutions, LLC Paramus NJ 115 W Century Rd",ed.iannaccone@stewardpartners.com,,Salesforce
61486,,Edward Rojas,"President, CEO",401k Generation,erojas@401kgeneration.com,407-636-6689,Manual List Upload
9607804,,David -,,,davalg@gmail.com,,List import
11044397,Inactive Investor,Lenn Yonemura,Financial Advisor,Edward Jones Mililani HI 95-720 Lanikuhana Ave,lenn.yonemura@edwardjones.com,,Salesforce
10645504,,John Cooper,,,john.cooper@rbccm.com,,List Import
9559631,,Anne Roome,,,aroome@tuskstrategies.com,,List import
9542757,,liang mu,,,85511542@qq.com,,List import
11051287,Inactive Investor,Darrell Hyde,Financial Advisor;Senior Vice President,Morgan Stanley Southlake TX 1400 Civic Pl,darrell.hyde@morganstanley.com,,Salesforce
11161067,Inactive Investor,Ling Chow,,"MML Investors Services, LLC Flushing NY 4160 Main St",rchow@financialguide.com,,Salesforce
11022095,Inactive Investor,Santiago Arcaute,,J.P. Morgan Securities LLC Lansing MI 4530 W Saginaw Hwy,santiago.arcaute@chase.com,,Salesforce
9610436,,Bla Ben,,,blabla@grr.la,,List import
10840072,Inactive Investor,Hagop Meguerditchian,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,hagop.meguerditchian@fidelity.com,,Salesforce
9638927,,Matt Harris,,,matt.harris@elcaminohospital.org,,List import
10917649,Inactive Investor,Patricia Reinerts,,J.P. Morgan Securities LLC Dover OH 301 W 3rd St,patricia.a.stalder@jpmorgan.com,,Salesforce
9582140,,Salim Lakdawala,,,bikerswear@gmail.com,,List import
219366,,Tim James,,[Unknown],tj14624@yahoo.com,,
11035989,Inactive Investor,M Alattar,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,toby.alattar@jpmorgan.com,,Salesforce
10760376,Inactive Investor,Melissa Young,Financial Advisor,Edward Jones White Hall AR 7000 Jefferson Pkwy,melissa.young@edwardjones.com,,Salesforce
10838714,Inactive Investor,Benjamin Burgeson,,"Grove Point Advisors, LLC",bburgeson@hbeckinc.com,,Salesforce
350812,,Charles Dyer,"Member, Senior Advisor",Retirement Planners of America,dougdyer@moneymatters.net,469-246-3616,Manual List Upload
9631175,,Dominik S,,,dominik@dominik.se,,List import
10647525,,Scott Watson,,,scott.watson@schwab.com,,List Import
9553276,,haroldo Salomon,,,prevsalomon@hotmail.com,,List import
9639546,,Talal Al-Tawari,,,taltawari@gic.com.kw,,List import
10929676,Inactive Investor,Hovik Mavyan,Financial Advisor,Thrivent Investment Management Inc. Glendale CA 505 N Brand Blvd,john.mavyan@thrivent.com,,Salesforce
9578632,,William Byron,,,bbyron@byronfin.com,,List import
11161260,Inactive Investor,Jarrod Hileman,Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,jarrod.hileman@morganstanley.com,,Salesforce
11169281,Inactive Investor,Leonor Zamora,,J.P. Morgan Securities LLC Downey CA 8450 Firestone Blvd,leonor.zamora@jpmorgan.com,,Salesforce
9556756,,Brandon Grinaker,,,brandon.grinaker@fmr.com,,List import
11161292,Inactive Investor,Mary Mick,Financial Advisor,"Centaurus Financial, Inc. Williamsburg VA 211 McLaws Cir",,,Salesforce
10778725,Inactive Investor,Joseph De Sena,Private Wealth Advisor,"Ameriprise Financial Services, LLC Naples FL 5811 Pelican Bay Blvd",joseph.s.desena@ampf.com,,Salesforce
10763656,Inactive Investor,Lisa Stroud,Chief Compliance Officer,Century Management Financial Advisors,lstroud@cm-ic.com,,Salesforce
11260130,Inactive Investor,Kaila Smith,,J.P. Morgan Securities LLC West Lafayette IN 210 W State St,kaila.smith@jpmorgan.com,,Salesforce
7779809,,Periklis Atzampos,,,periklis999@gmail.com,,Web form fillout
11176007,Inactive Investor,Travis Pointer,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lehi UT 3600 N Outlet Pkwy",travis.pointer@bofa.com,,Salesforce
11185438,Inactive Investor,Gregory Anthis,,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",gregory.anthis@wellsfargoadvisors.com,,Salesforce
8958487,,Pablo Alvarez,,,portilloinvest@gmail.com,,Web form fillout
11048194,Inactive Investor,Hui-Wen Chen,,"Robinhood Financial, LLC",hui-wen.chen@robinhood.com,,Salesforce
10878813,Inactive Investor,Tricia Franks,,Morgan Stanley,,,Salesforce
11038280,Inactive Investor,Richard Beebe,Financial Advisor,Commonwealth Financial Network Needham Heights MA 197 1st Ave,rbeebe@commonwealth.com,,Salesforce
11202292,Inactive Investor,Osman Shendi,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,osman.shendi@primerica.com,,Salesforce
11110518,Inactive Investor,Paula Gay,Associate Vice President;Senior Client Associate,"RBC Capital Markets, LLC Bel Air MD 112 S Hays St",paula.gay@rbc.com,,Salesforce
10919241,Inactive Investor,Barry Aldridge,,Cetera Advisors LLC Ballwin MO 518 Holshire Way,,,Salesforce
11088224,Inactive Investor,Joseph Sitaras,Financial Advisor,LPL Financial LLC Smithtown NY 719 Smithtown Byp,joseph.sitaras@lpl.com,,Salesforce
372791,,Ashwin Gulati,,United States,ashwin.gulati176@gmail.com,,source
11082514,Inactive Investor,John Jensen,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",john.jensen@prudential.com,,Salesforce
9603423,,Thomas Patten Jr,,,tompattenjr@yahoo.com,,List import
9590970,,Michael Mahoney,,,mike@cypram.com,,List Import
10992111,Inactive Investor,Herbert Brown,,Portsmouth Financial Services,,,Salesforce
11202039,Inactive Investor,Francisco Zorrilla,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,"Zor Capital, LLC",fzorrilla@zorcapital.com,,Salesforce
10933094,Inactive Investor,Michele Feliz,,"Parsonex Securities, Inc. Yorba Linda CA 22415 La Palma Ave",michele.feliz@parsonexsecurities.com,,Salesforce
10763180,Inactive Investor,Felicia Woods,Portfolio Associate;Senior Registered Associate,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,,,Salesforce
10931916,Inactive Investor,Ryan Hart,,NYLIFE Securities LLC Danvers MA 150A Andover St,ryan_hart@ft.newyorklife.com,,Salesforce
11221315,,Jesse Bell,,,jbell@cfnmail.com,,List Import
9553538,,Alexandre Pal,,,apalbresoli@gmail.com,,List import
10931339,Inactive Investor,Hardy Tey,Financial Consultant,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",hardy.tey@equitable.com,,Salesforce
10763814,Inactive Investor,Robin O'Neil,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",robin.l.oneil@ml.com,,Salesforce
10657163,,Jaime Del Toro,,,jaime.deltoro@jpmorgan.com,,List Import
9581699,,Valerie Johnson,,,valerie.johnson@sikich.com,,List import
11183890,Inactive Investor,William Werley,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Harlingen TX 1247 N Stuart Place Rd",bill.werleyjr@wellsfargoadvisors.com,,Salesforce
10994520,Inactive Investor,Stefan Christensen,Licensing Trainee,Thrivent Investment Management Inc. Cedar Rapids IA 3349 Southgate Ct SW,stefan.christensen@thrivent.com,,Salesforce
11254668,Inactive Investor,Cameron Garemani,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11235539,Inactive Investor,John Max,Financial Advisor,"BlueStem Wealth Partners, LLC Delano MN 405 Babcock Blvd E",john.max@bluestemwealthpartners.com,,Salesforce
11200548,Inactive Investor,Laurie Pedroza,,MWA Financial Services Inc. El Cajon CA 270 E Douglas Ave,laurie.beltran@mwarep.org,,Salesforce
11230251,Inactive Investor,Jonathan de Jesus,,NYLIFE Securities LLC Andover MA 10 New England Business Center Dr,jdejesus02@ft.newyorklife.com,,Salesforce
1003072,Inactive Investor,Brad Powell,,Emerson Collective LLC,brad@emersoncollective.com,,3rd Party Lead Gen
10835197,Inactive Investor,Ken Varughese,Director - Business Strategy,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
230245,, -,,[[Unknown]],abdullabubakar22@gmail.com,,
11094894,Inactive Investor,Kathryn Miller,,"Truist Investment Services, Inc. Merritt Island FL 775 E Merritt Island Cswy",kathryn.m.phaneuf@truist.com,,Salesforce
10798780,Inactive Investor,Suzanne Peters,Client Relationship Manager,"Equitable Advisors, LLC Irvine CA 2050 Main St",suzanne.peters@equitable.com,,Salesforce
10860992,Inactive Investor,Evan Taub,,"Ceros Financial Services, Inc. Red Bank NJ 200 Schulz Dr",,,Salesforce
11181218,Inactive Investor,Michael Lockhart,Financial Advisor,Morgan Stanley Hauppauge NY 888 Veterans Hwy,michael.lockhart@morganstanley.com,,Salesforce
11001294,Inactive Investor,Jennifer Daley,Financial Advisor,Park Avenue Securities LLC Sylvania GA 104 W Ogecchee St,jennifer_daley@glic.com,,Salesforce
10887934,Inactive Investor,Susan Benedict,Financial Advisor,"Osaic Wealth, Inc. Sabin MN Private Residence",,,Salesforce
11127994,Inactive Investor,Jody Mlodik,,"Farmers Financial Solutions, LLC Schofield WI 1130 Grand Ave",,,Salesforce
230796,, -,,[[Unknown]],rfsanner@hotmail.com,,Organic Search
10758424,Inactive Investor,Mary Cobb,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",kris.cobb@wellsfargoadvisors.com,,Salesforce
11016830,Inactive Investor,Andrew Clanton,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 569 Brookwood Vlg",andrew.m.clanton@ml.com,,Salesforce
9565421,,Paulette Wolfe,,,pwolfe@tceainc.com,,List import
11083360,Inactive Investor,Eduardo Pilarz,,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",eduardo.pilarz@raymondjames.com,,Salesforce
11132951,Inactive Investor,Derrik Hanusz,Financial Advisor,Edward Jones Seattle WA 6017 California Ave SW,derrik.hanusz@edwardjones.com,,Salesforce
11092199,Inactive Investor,Brien McHugh,Financial Advisor;Financial Planning Associate,Morgan Stanley Seattle WA 601 Union St,brien.mchugh@morganstanley.com,,Salesforce
11185632,Inactive Investor,John Fitzpatrick,,NYLIFE Securities LLC Waterloo IA 3116 Brockway Rd,fitzpatrickj@ft.newyorklife.com,,Salesforce
10894076,Inactive Investor,Colleen Kelley,,Fidelity Brokerage Services LLC Nashville TN 1610 W End Ave,colleen.kelley@fidelity.com,,Salesforce
10805846,Inactive Investor,Garrett Mann,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",garrett.mann@ml.com,,Salesforce
9601593,,Dean Menil,,,deanmenil@gmail.com,,List import
11161217,Inactive Investor,Paul Hayes,Regional Vice President,PFS Investments Inc. Edmond OK 609 S Kelly Ave,paul.hayes@primerica.com,,Salesforce
10992227,Inactive Investor,Chloe Konopka,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,chloe.konopka@primerica.com,,Salesforce
10866227,Inactive Investor,Gregory Lavicka,,"Cambridge Investment Research, Inc. Addison IL 1600 W Lake St",,,Salesforce
11130243,Inactive Investor,Ryan Laorr,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",ryan.laorr@hantzgroup.com,,Salesforce
227985,, -,,[[Unknown]],homechurchpanama@gmail.com,,
10486762,,Jarrell Prince,"Financial Advisor, Managing Partner","Raymond James & Associates, Inc.",reid.prince@raymondjames.com,,List Import
11023814,Inactive Investor,M Grod,,"Principal Securities, Inc.",grod.lorraine@principal.com,,Salesforce
10836674,Inactive Investor,Elizabeth Andrews,Senior Registered Associate,Morgan Stanley Cockeysville MD 303 International Cir,elizabeth.andrews@morganstanley.com,,Salesforce
9619906,,Chris Trimble,,,trimatc@yahoo.com,,List import
9637998,,Mark Steed,,,msteed@psprs.com,,List import
10932664,Inactive Investor,Virginio Tordera,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,virnie.tordera.debq@statefarm.com,,Salesforce
11158626,Inactive Investor,William Mertes,Chief Investment Officer;Principal,American Financial Advisors Inc,wmertes@afadvisors.com,,Salesforce
11008191,Inactive Investor,Dominic Magliari,Financial Services Professional,"Osaic Wealth, Inc. Boise ID 1882 W Frederic Ln",,,Salesforce
343523,,Christina MacQuarrie,,"Mesirow Financial Investment Management, Inc.",cmacquarrie@mesirowfinancial.com,800-621-4421,Manual List Upload
11179861,Inactive Investor,Anthony Mesquit,,Fidelity Brokerage Services LLC Ponte Vedra Beach FL 822 A1A N,anthony.mesquit@fidelity.com,,Salesforce
10882082,Inactive Investor,Matthew Turnbull,Chief Compliance Officer;Financial Advisor;Principal,Turnbull Financial Services LLC,matt@turnbullfinancial.com,,Salesforce
11203982,Inactive Investor,Kerrick Bubb,Chief Executive Officer;Investment Advisor Representative;President,KWB Wealth,kerry@kwbwealth.com,,Salesforce
10923065,Inactive Investor,Christopher Riel,,"Ameritas Investment Company, LLC San Ramon CA 3150 Crow Canyon Pl",criel@ameritas.com,,Salesforce
11015636,Inactive Investor,Stefano Selenu,,Edward Jones Liverpool NY 7445 Morgan Rd,,,Salesforce
11168007,Inactive Investor,Matthew Voto,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11026922,Inactive Investor,Bethany Mosshart,Chief Operating Officer;Director - Administration,Straightline,bmosshart@straightline.com,,Salesforce
336900,,Colleen Gillespie,Managing Partner,Sawston Wealth Management Llc,colleen@sawstonwealth.com,360-464-2025,Manual List Upload
9589836,,Timothy Fetter,,,tfetter@seminolefinancialservices.com,,List import
11154668,Inactive Investor,Pheap Chev,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
351018,,Derrick Watson,Regional Director,Stonebridge Capital Advisors Llc,dwatson@stonebridgecap.com,651-251-1000,Manual List Upload
9576218,,Shi Xu,,,spiderflying@gmail.com,,List import
11174033,Inactive Investor,Xavier Pujol,Investment Advisor Representative,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
10943704,Inactive Investor,Scott Chapman,,"Osaic Wealth, Inc. Colchester CT Private Residence",,,Salesforce
10901253,Inactive Investor,Steven Sherman,,Cetera Investment Services LLC Englewood CO 5299 DTC Blvd,steve.sherman@ceterainvestors.com,,Salesforce
9553283,,Paul Wykes,,,wykes147@msn.com,,List import
11100312,Inactive Investor,Carolin Botzenhardt,,UBS Financial Services Inc. La Jolla CA 1200 Prospect St,carolin.botzenhardt@ubs.com,,Salesforce
10912154,Inactive Investor,Charles Shackelford,,"Independent Financial Group, LLC El Cajon CA Private Residence",,,Salesforce
10895163,Inactive Investor,Jocelyn McBride,,"Truist Investment Services, Inc. Raleigh NC 4460 Six Forks Rd",jocelyn.mcbride@truist.com,,Salesforce
11186808,Inactive Investor,Christopher Madril,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,christopher.madril@fmr.com,,Salesforce
10782646,Inactive Investor,Craig Glackin,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,craig.glackin@fidelity.com,,Salesforce
11172475,Inactive Investor,Roger Bair,Senior Wealth Advisor,Financial Consulate,rbair@financialconsulate.com,,Salesforce
10962590,Inactive Investor,Michael Troy,Financial Advisor,Red Reef Advisors LLC Durham NC 15 TW Alexander Dr,,,Salesforce
10772455,Inactive Investor,Glenn Repple,General Principal;GP;President;Regulatory Contact,G. A. Repple & Company,glenn@garepple.com,,Salesforce
11092243,Inactive Investor,Wilfredo Morales,,State Farm VP Management Corp. Winter Garden FL 1620 Daniels Rd,wilfredo.mendez.xkl7@statefarm.com,,Salesforce
9570685,,James Murphy,,,jmurphy@lionpoint.com,,List import
10956658,Inactive Investor,Tyler Campbell,,Edward Jones Virginia Beach VA 200 Golden Oak Ct,tyler.campbell@edwardjones.com,,Salesforce
9555645,,Melvin Johnson,,,meljohnson@financialguide.com,,List import
9543150,,Daniella Sartini,,,daniellamsartini@gmail.com,,List import
11032556,Inactive Investor,Rex Demartini,Secretary,JC Financial Services,,,Salesforce
9647553,,James Binsfeld,,,binsfeldj@ctpf.org,,List import
11154547,Inactive Investor,Larry Anderson,,State Farm VP Management Corp. Glencoe MN 806 10th St E,larry.anderson.j0mq@statefarm.com,,Salesforce
11156542,Inactive Investor,Krishantha Kahawala Kankanamge,,J.P. Morgan Securities LLC Silver Spring MD 11297 New Hampshire Ave,krishantha.kahawala-kankanamge@jpmorgan.com,,Salesforce
10966922,Inactive Investor,Sheryl Baun,,J.P. Morgan Securities LLC Detroit MI 611 Woodward Ave,sheryl.baun@jpmorgan.com,,Salesforce
11235376,Inactive Investor,Kenzie Applegate,Analyst;Associate Advisor,Root Financial Partners Overland Park KS Private Residence,kenzie.applegate@rootfinancialpartners.com,,Salesforce
340821,,Sheila Bridgeforth,Vice President,"Ast Investment Services, Inc.",sheila.bridgeforth@prudential.com,973-367-7473,Manual List Upload
10828179,Inactive Investor,Shawn Cunningham,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",shawn.cunningham@wellsfargoadvisors.com,,Salesforce
10925921,Inactive Investor,Kaiden White,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10846488,Inactive Investor,Roger Kasmer,,Van Clemens & Co. Incorporated,rkasmer@vanclemens.com,,Salesforce
10784541,Inactive Investor,Gregory Venit,Financial Advisor;First Vice President,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,gregory.venit@morganstanley.com,,Salesforce
11135999,Inactive Investor,Harlan Fortenberry,,"First Heartland Capital, Inc. Jackson MS 1640 Lelia Dr",hfortenberry@firstheartland.com,,Salesforce
11192166,Inactive Investor,Minh Vo,Chief Compliance Officer;Investment Advisor;President,Verus Financial Group,minhvo@verusfinancial.us,,Salesforce
11020450,Inactive Investor,Stephen Foster,,Fidelity Brokerage Services LLC San Francisco CA 8 Montgomery St,,,Salesforce
9577249,,Allen Baker,,,allen.baker@ampf.com,,List import
10943881,Inactive Investor,David Mason,,"Cambridge Investment Research, Inc. Ridgefield WA 600 S 74th Pl",,,Salesforce
73468,,pablo vasconcene,,movistar,abrilvasconcene8@gmail.com,1138459734,Organic Search
11082405,Inactive Investor,Gary Domoracki,Branch Manager;Managing Director - Investments,Oppenheimer & Co. Inc. Boston MA 255 State St,gary.domoracki@opco.com,,Salesforce
10936091,Inactive Investor,Matthew Frye,,State Farm VP Management Corp. Milton PA 803 Mahoning St,,,Salesforce
10614170,,Hon Chau,Financial Advisor,,hon.p.chau@wellsfargoadvisors.com,,List Import
11056847,Inactive Investor,Sarah Clark,Financial Advisor;Financial Planner,"MML Investors Services, LLC Paragould AR 908 W Court St",sarahaclark@financialguide.com,,Salesforce
10920481,Inactive Investor,Tyler Linsten,Chief Compliance Officer;Financial Planner;Founder;Principal,"Alder Cove Capital, LLC",tyler@aldercovecapital.com,,Salesforce
9622396,,Rohin Nundy,,,rohin@nundy.ca,,List import
11261352,Inactive Investor,Reed Roney,Wealth Advisor;Wealth Planner,"Canvas Wealth Advisors, LLC",reed@canvaswealthadvisors.com,,Salesforce
10645938,,Thomas Bittings,,,tbittings@interactivebrokers.com,,List Import
9542538,,IGOR TELYATNIKOV,,,igor@alphapoint.com,,List import
11161062,Inactive Investor,Joel Gilley,,"MML Investors Services, LLC Allentown PA 1634 W Turner St",jgilley@financialguide.com,,Salesforce
340418,,Nick DeSousa,Wealth Advisor,Mjp Wealth Advisors,ndesousa@mjpwealthadvisors.com,860-677-7755,Manual List Upload
11153221,Inactive Investor,Edward Hopkins,Financial Professional,"MML Investors Services, LLC Madison CT Private Residence",ehopkins@financialguide.com,,Salesforce
10809509,Inactive Investor,Randy Kinchen,Financial Advisor,LPL Financial LLC Covington LA 2301 N Hwy 190,randy.kinchen@lpl.com,,Salesforce
9871020,,J P,,,wickedsparxx@gmail.com,,Web form fillout
10903089,Inactive Investor,Martin Palomo,Chief Executive Officer;Chief Investment Officer;President,"Argent Wealth, LLC",mpalomo@myargentwealth.com,,Salesforce
9549717,,Luis Villar,,,lvillarsaez@gmail.com,,List import
10474651,,john kumm,,,jwk2nd@gmail.com,,Web Form Fillout
9599696,,Connor Cavanaugh,,,connor.cavanaugh@thinkingbeyond.com,,List import
371838,,Mohammed Arab,,United States,mohammed.arab@gmail.com,,Salesforce
9563018,,Stephen McCourt,,,stephen.mccourt@esb.ie,,List import
11031698,Inactive Investor,Ian Wilkerson,,"Wells Fargo Clearing Services, LLC Roanoke VA 10 S Jefferson St",,,Salesforce
10920596,Inactive Investor,Lynn Kelly,Sales Assistant;Senior Client Service Associate,"Raymond James & Associates, Inc. Grenada MS 1115 Sunwood",lynn.kelly@raymondjames.com,,Salesforce
10817696,Inactive Investor,Kristina Salvato,,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",kristina.salvato@valic.com,,Salesforce
368182,,Saul Melendez,Other,,saulmelendez1@gmail.com,,Webinar
10786889,Inactive Investor,Kenny Rogers,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kenny.rogers@fidelity.com,,Salesforce
10880949,Inactive Investor,Stanley Frost,,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,stanley.frost@primerica.com,,Salesforce
10487464,,David Nieswiadomy,Financial Advisor,"Cambridge Investment Research Advisors, Inc.",nieswiadomy@turtlecreekfinancial.com,,List Import
10883242,Inactive Investor,Angelo Catalano,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",angelo.catalano@ml.com,,Salesforce
11254942,Inactive Investor,Chanda Sloat,Financial Advisor,Varra Wealth Management LLC,,,Salesforce
10971559,Inactive Investor,Daniel Clevidence,,"Farmers Financial Solutions, LLC Billings MT 4 32nd St W",,,Salesforce
9543102,,Timothy Kuhn,,,tkuhn179@gmail.com,,List import
10817792,Inactive Investor,James Baker,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Amarillo TX 3611 S Soncy Rd",j.baker@nm.com,,Salesforce
10808199,Inactive Investor,John Rossini,Financial Advisor,Edward Jones Bartlett IL 873 S IL Rte 59,john.rossini@edwardjones.com,,Salesforce
11209683,Inactive Investor,Kirke Meeks,Chief Compliance Officer;Managing Member,"Meeks Wealth Management, LLC",,,Salesforce
10840980,Inactive Investor,Gerald Goz,Wealth Advisor,The Wealth Consulting Group Phoenix AZ 7330 N 16th St,ggoz@wealthcg.com,,Salesforce
11220680,,Mark Foundos,,,mfoundos@everettharris.com,,Other
10985569,Inactive Investor,Andres Ligarde,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,andres.ligarde@jpmorgan.com,,Salesforce
341435,,Patrick Farrell,Chief Financial Officer,Ci Capital Partners,pfarrell@cicapllc.com,212-752-1850,Manual List Upload
10884877,Inactive Investor,Daniel Vasquez Montejo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9593354,,Brendan Kennedy,,,brenkennedy289@gmail.com,,List import
9544954,,Liqiu Jiang,,,l.jiang@transamerica.com,,List import
9569091,,Jose David Garcia,,,jdvg818@gmail.com,,List import
11073128,Inactive Investor,Adam Hoopes,Partner;Wealth Manager,Creative Planning,adam.hoopes@thinkingbeyond.com,,Salesforce
10619203,,John Birkhauser,,,john.birkhauser@rbc.com,,List Import
9635517,,Ward Buckingham,,,wbuckingham@bmo.com,,List import
10901858,Inactive Investor,Ralph Williams,Principal,Commonwealth Financial Network Wilmington NC 2715 Ashton Dr,rwilliams@cfnmail.com,,Salesforce
9542586,,Thomas Hill,,,thomas.hill@capco.com,,List import
10829094,Inactive Investor,Jerel Faigen,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",jerry.faigen@nm.com,,Salesforce
5198575,,Gregory Melvin,,,greg@joneswine.com,,Web Form Fillout
11132548,Inactive Investor,Eric Rodgers,Chief Compliance Officer;Vice President;Vice President - Operations,"Nova R Wealth, Inc.",erodgers@novarwealth.com,,Salesforce
11159246,Inactive Investor,Tiffany Helleson,Financial Advisor;Vice President,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,tiffany.helleson@morganstanley.com,,Salesforce
11132906,Inactive Investor,Aaron Robinson,Financial Advisor,Edward Jones Bryant AR 3348 Main St,aaron.robinson@edwardjones.com,,Salesforce
11093264,Inactive Investor,Ruben Lerner,,Bolton Global Capital Scarsdale NY 14 Harwood Ct,,,Salesforce
10837342,Inactive Investor,Hidi Schuyler,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,hidi.schuyler@fidelity.com,,Salesforce
9576273,,richard graves,,,rag1212@gmail.com,,List import
11157449,Inactive Investor,Joseph Kraus,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",joseph_p_kraus@ml.com,,Salesforce
10969258,Inactive Investor,Lauren Anastasio,,Vanguard Marketing Corporation,lauren_anastasio@vanguard.com,,Salesforce
10903815,Inactive Investor,Timothy Thompson,Financial Planner,"Centaurus Financial, Inc. Fallbrook CA 19 Gateview Dr",tthompson@cfiemail.com,,Salesforce
11195363,Inactive Investor,Jordan Williams,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10928775,Inactive Investor,Jeffrey Pelesh,,"Principal Securities, Inc. Springfield PA 938 Lincoln Ave",pelesh.jeffrey@principal.com,,Salesforce
11118209,Inactive Investor,Bridgette Morris,Senior Investment Associate,"RBC Capital Markets, LLC Oklahoma City OK 6301 Waterford Blvd",bridgette.morris@rbc.com,,Salesforce
10930142,Inactive Investor,Heather Van Buskirk,,Cetera Advisor Networks LLC Eugene OR 450 Country Club Rd,,,Salesforce
10765167,Inactive Investor,Jacqueline Terry,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",jackie.terry@ml.com,,Salesforce
10872095,Inactive Investor,Keith Fichtner,Financial Advisor,Edward Jones Missoula MT 275 N Russell St,keith.fichtner@edwardjones.com,,Salesforce
10987617,Inactive Investor,Effimia Karides,Investment Operations Manager;Relationship Advisor,Brown Advisory Austin TX 401 Congress Ave,ekarides@brownadvisory.com,,Salesforce
11238852,Inactive Investor,Gina Molano,,"Union Capital Associates, L.p.",gina@unioncapitalcorp.com,,Salesforce
10790366,Inactive Investor,Pritipal Bhinder,Financial Advisor,Edward Jones Thousand Oaks CA 1341 E Thousand Oaks Blvd,pritipal.bhinder@edwardjones.com,,Salesforce
10910288,Inactive Investor,Arturo Soria,,"Wells Fargo Clearing Services, LLC Long Beach CA 2096 N Bellflower Blvd",arturo.soria@wellsfargo.com,,Salesforce
11198955,Inactive Investor,Monica Hut,,J.P. Morgan Securities LLC Seattle WA 7100 Martin Luther King Jr Way S,monica.hut@jpmorgan.com,,Salesforce
11197749,Inactive Investor,Zhaogang Qiao,Principal,"Missions Services, LLC",,,Salesforce
9573299,,Marc Friedland,,,mfriedland@massmutual.com,,List import
339049,,Michael Ascione,Managing Director,Berkshire Partners Llc,mascione@berkshirepartners.com,617-227-0050,Manual List Upload
10805053,Inactive Investor,Peter Maiorano,,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
3654158,,Randall Hope,,,xqcchvvkdg7@temporary-mail.net,,Web Form Fillout
11073369,Inactive Investor,Scott Collins,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",scott.collins@wellsfargoadvisors.com,,Salesforce
10813219,Inactive Investor,Kristen Andrews-Nicholas,Senior Client Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,kristen.andrews-nicholas@morganstanley.com,,Salesforce
9599035,,Leven Yilma,,,l.yilmaz@tortorici-partners.com,,List import
9618166,,James Ellis,,,james@huntingtonmgmt.com,,List import
10814162,Inactive Investor,Travis Barsotti,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Oswego OR 6000 Meadows Rd",travis_barsotti@ml.com,,Salesforce
10799412,Inactive Investor,Robert Crawford,Financial Advisor,LPL Financial LLC Midvale UT 6995 S Union Park Ctr,robert.crawford@lpl.com,,Salesforce
9626331,,Hammad Ullah,,,hammadullahji19@gmail.com,,List import
10816933,Inactive Investor,Peter Nicoletti,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Palm Beach FL 140 Royal Palm Way",peter.nicoletti@stifel.com,,Salesforce
10891653,Inactive Investor,Momin Bajwa,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,momin.bajwa@fmr.com,,Salesforce
10964849,Inactive Investor,Dustin Dickerson,Chief Compliance Officer;Chief Executive Officer;Designated Officer;Managing Member,"Prudent Planning and Investing, LLC",,,Salesforce
11192781,Inactive Investor,Irene Chan,,Cetera Investment Services LLC Quincy MA 219 Quincy Ave,irene.chan@ceterais.com,,Salesforce
10847689,Inactive Investor,JR Pablo,Financial Advisor,"CUSO Financial Services, L.P. Danville CA 310 Hartz Ave",epablo@cusonet.com,,Salesforce
11050297,Inactive Investor,Stephen McGee,Lead Advisor;Partner,Paragon Financial Advisors,smcgee@paragon-adv.com,,Salesforce
11099297,Inactive Investor,Melissa Blackburn,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10615317,,Gregory Rooney,Financial Advisor,,gregory.rooney@morganstanley.com,,List Import
10879044,Inactive Investor,Arnold Magid,,"Cambridge Investment Research, Inc. Suffield CT 1 Mountain Rd",,,Salesforce
246301,,Not Provided,Research & Insights Lead,Ptarmigan,rebecca.dyckman@ptarmiganmedia.com,,Manual List Upload
11049354,Inactive Investor,Gretchen Zigman,Risk Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11155557,Inactive Investor,Dylan Hyland,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10951988,Inactive Investor,Daniel Rezhets,,Empire Asset Management Company,,,Salesforce
9545433,,Lindsey Sherer,,,lsherer@massmutual.com,,List import
9559570,,taekbin hwang,,,taekbin0204@gmail.com,,List import
11031357,Inactive Investor,Philip Barker,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",philip.barker@ampf.com,,Salesforce
10935665,Inactive Investor,Joan Locke,Owner,"Intrepid Financial Planning Group, LLC",joan@intrepidfinancial.com,,Salesforce
11006248,Inactive Investor,Stephen Frankl,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",steve.frankl@nm.com,,Salesforce
48820,,Matthew Schafer,"Managing Partner, Chief Compliance Officer",Sequoia Wealth Management Group,matt@sequoiawmg.com,707-763-8600,Manual List Upload
173676,,wade wnuk,,[Unknown],wadeandjudy@sbcglobal.net,,Other
10486452,,Wilfred Carter,Wealth Strategist,"Prospera Financial Services, Inc.",wil.carter@prosperafinancial.com,,List import
11177562,Inactive Investor,Wesley McCalley,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,wesley_mccalley@vanguard.com,,Salesforce
11147374,Inactive Investor,Paul Celentano,Financial Advisor;Wealth Management Advisor,LPL Financial LLC Rockville Centre NY 50 Merrick Rd,paul.celentano@lpl.com,,Salesforce
11191526,Inactive Investor,Michael Steele,Chief Executive Officer,"Reliance Investing, Inc. Sandy UT 9980 S 300 W",msteele@relianceinvesting.com,,Salesforce
11201363,Inactive Investor,Tamlyn Baker,,"Raymond James Financial Services, Inc. Plano TX 5550 Granite Pkwy",tamlyn.baker@raymondjames.com,,Salesforce
11040608,Inactive Investor,Andrew Sabel,Client Specialist,Robert W. Baird & Co. Incorporated West Bend WI 111 N Main St,asabel@rwbaird.com,,Salesforce
11133358,Inactive Investor,Jacob Kamine,Financial Advisor;Financial Planning Specialist,Morgan Stanley Palo Alto CA 245 Lytton Ave,jacob.kamine@morganstanley.com,,Salesforce
9554266,,Lyle Logan,,,ll@ntrs.com,,List import
10873106,Inactive Investor,Matthew Gibson,Financial Advisor,Edward Jones Webb City MO 1715 S Madison St,matthew.gibson@edwardjones.com,,Salesforce
11016230,Inactive Investor,Jack Lee,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",,,Salesforce
11136683,Inactive Investor,Ethan Grossman,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Miami FL 20807 Biscayne Blvd,ethan.grossman@morganstanley.com,,Salesforce
11034071,Inactive Investor,Kyra Juliano,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9640222,,Marat Molyboga,,,molyboga@efficient.com,,List import
10986513,Inactive Investor,Grace Lee,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,gelee@ft.newyorklife.com,,Salesforce
10754508,Inactive Investor,Kolleen Auliff,Financial Advisor;Vice President,"RBC Capital Markets, LLC Bettendorf IA 2308 56th Ave W",kelly.auliff@rbc.com,,Salesforce
10999858,Inactive Investor,Jacob Huhnke,,"FBL Marketing Services, LLC Lander WY 450 Main St",jacob.huhnke@fblfinancial.com,,Salesforce
2101289,,James or Jim Sagona,,,jimsagona5@gmail.com,,
349345,,Terra Johnson,Financial Planner,AdvisorNet Wealth Management,tjohnson@advisornet.com,612-347-8622,
343403,, -,,[[Unknown]],15303399800@163.com,,
10781181,Inactive Investor,Ann Venable,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
236416,, -,,[[Unknown]],pmay1108@gmail.com,,
9614513,,Emanuel Cohen,,,ecohen@allianceg.com,,List import
10974260,Inactive Investor,Bonnie Walby,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",,,Salesforce
9596981,,Nisar Ali,,,na186263@mail.com,,List import
10803187,Inactive Investor,Dawnell Patten,Team Administrator,UBS Financial Services Inc. Denver CO 370 17th St,dawnell.patten@ubs.com,,Salesforce
10962367,Inactive Investor,Christopher Mahan,,"Robinhood Financial, LLC",christopher.mahan@robinhood.com,,Salesforce
10856657,Inactive Investor,Todd Gillingham,Member;Partner;Wealth Advisor,Landmark Wealth Management Group,toddgillingham@landmarkwealth.net,,Salesforce
11022883,Inactive Investor,Ruby Lara,,J.P. Morgan Securities LLC Los Angeles CA 1027 W Manchester Ave,ruby.lara@jpmorgan.com,,Salesforce
1001789,Inactive Investor,Frank Matthews,Senior Investment Operations Analyst,Okabena Advisors,fmatthews@okabena.com, +1 612 217 6225,
10987119,Inactive Investor,David Austin,,PFS Investments Inc. Wyncote PA 827 Glenside Ave,,,Salesforce
10777852,Inactive Investor,Connor Ryan,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Zionsville IN 10800 N Michigan Rd",connor.ryan@ml.com,,Salesforce
11170631,Inactive Investor,Poul Pedersen,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,poul.pedersen@fidelity.com,,Salesforce
11236117,Inactive Investor,Danny Chung,,State Farm VP Management Corp.,,,Salesforce
10923527,Inactive Investor,Ian Williams,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,ianwilliams.team@fidelity.com,,Salesforce
11034616,Inactive Investor,Luis Verdugo,,PFS Investments Inc. Visalia CA 2916 W Main St,lverdugo@primerica.com,,Salesforce
9590376,,Sultan Alharbe,,,sultaa02n@gmail.com,,List import
10772815,Inactive Investor,David Hebert,Financial Professional,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",hebert.david@principal.com,,Salesforce
5618830,,Mohannad Eladawy,,,mohannadeladawy@gmail.com,,Web Form Fillout
11182833,Inactive Investor,Adam Sheehan,,State Farm VP Management Corp.,,,Salesforce
9573308,,Robin Zheng,,,rzheng@bamfunds.com,,List import
10857619,Inactive Investor,Brenton Ditto,Financial Advisor,LPL Financial LLC Elizabethtown KY 300 W Dixie Ave,brent.ditto@lpl.com,,Salesforce
10613302,,John Comas,"Managing Director, Senior Financial Advisor",,john_g_comas@ml.com,,List Import
333002,,Joe Kissinger,,First Republic Investment Management,jkissinger@firstrepublic.com,,
9570200,,Bob Covaci,,,bob@brightlightcapital.com,,List import
245990,,Not Provided,Associate Direcotr,FDIC,whenley@fdic.gov,,Manual List Upload
10726778,,Dovletgeldi Gurbanyyazov,,,gurbanyyazovd@gmail.com,,Web Form Fillout
10964642,Inactive Investor,Amanda Meeker,,"Capitol Securities Management, Inc. Marmora NJ 25 Roosevelt Blvd",ameeker@capitolsecurities.com,,Salesforce
10755031,Inactive Investor,Joseph Carnley,,"Truist Investment Services, Inc. Ponte Vedra Beach FL 100 Sawgrass Corners Dr",joe.carnley@truist.com,,Salesforce
9606021,,Matt Leisinger,,,mleisinger@figment.io,,List import
9625575,,Blazej Doruch,,,blazej.doruch@gmail.com,,List import
10863184,Inactive Investor,Ralph Jones,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,ralph.jones@primerica.com,,Salesforce
9592893,,Dan Hyland,,,dhyland@ancora.net,,List import
10715793,,f l,,,pr@binance.com,,Web Form Fillout
11053211,Inactive Investor,Jason Napoli,Chief Compliance Officer;President,High Country Capital Management,,,Salesforce
11153541,Inactive Investor,Gabriel Brogden,Financial Advisor,"CUSO Financial Services, L.P. Charleston SC 1945 Sam Rittenberg Blvd",gabe.brogden@cusonet.com,,Salesforce
117489,,John Dixon,"Relationship Manager, Senior Wealth Advisor",Century Management Financial Advisors,jdixon@centman.com,512-692-7313,
11076144,Inactive Investor,Todd Gilmore,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",todd.gilmore@ml.com,,Salesforce
10931992,Inactive Investor,Peter Dahabreh,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 954 S Westlake Blvd",,,Salesforce
11032142,Inactive Investor,Jonathan Melchor,,"Allstate Financial Services, LLC San Antonio TX 5975 FM 78",jonathanmelchor@allstate.com,,Salesforce
11113878,Inactive Investor,George St. Bonore,,NYLIFE Securities LLC Oak Harbor OH 152 W Water St,gast@ft.newyorklife.com,,Salesforce
10955261,Inactive Investor,Patrick Leonard,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10792228,Inactive Investor,Edward Nemec,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,enemec@ft.newyorklife.com,,Salesforce
11017208,Inactive Investor,Geoffrey Olohan,,Edward Jones Tempe AZ 8620 S River Pkwy,,,Salesforce
9638429,,Richard Hyne,,,hyner@ajc.org,,List import
10510466,,Lee Soja,Portfolio Analyst,Equitable,lee.soja@equitable.com,,List Import
10794577,Inactive Investor,Timothy Leonard,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",tim.leonard@wellsfargoadvisors.com,,Salesforce
10988730,Inactive Investor,Yi Hao,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 767 3rd Ave",yi.hao@prudential.com,,Salesforce
9610096,,?? ?,,,dhkstn927@naver.com,,List import
10774238,Inactive Investor,Gregory Croom,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",greg.croom@ml.com,,Salesforce
229046,,Free Fam -,,[[Unknown]],freefamtv@gmail.com,,Direct
210926,,Tod Bramble,,Bramble Industries,tod@bramble.in,207-233-2548,
52734,,Robert Loverro,Chief Financial Officer,"Hamlin Capital Management, Llc",rloverro@hamlincm.com,(212) 752-5698,Manual List Upload
11173268,Inactive Investor,Samuel Oppenheim,Financial Advisor,Edward Jones Augusta ME 378 Western Ave,samuel.oppenheim@edwardjones.com,,Salesforce
11042745,Inactive Investor,Christopher Odle,,"Avantax Investment Services, Inc. Noblesville IN Private Residence",,,Salesforce
5024571,,nisa visa,,,dijapi1068@lidely.com,,Web Form Fillout
10851333,Inactive Investor,Duane Pascua,,State Farm VP Management Corp. Roseville CA 3031 Foothills Blvd,duane.pascua.cknc@statefarm.com,,Salesforce
11185745,Inactive Investor,Jenna Ferrin,,Country Capital Management Company Safford AZ 813 W Court St S,j.ferrin@countryfinancial.com,,Salesforce
10531857,,Christopher Reinholz,Head of Trading,CETERA FINANCIAL SPECIALISTS LLC,chris.reinholz@cetera.com,320-529-4517,List Import
11127687,Inactive Investor,Vanja Mikanovic,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,vanja.mikanovic@fidelity.com,,Salesforce
9647987,,Andres Timor,,,andresdtimor@gmail.com,,List import
10619890,,Scott Brown,,,scott@raiwealth.com,,List Import
11197783,Inactive Investor,Richard Marcoux,Investment Advisor Representative,"Atlas Financial Advisors, Inc. Rocklin CA 5701 Lonetree Blvd",,,Salesforce
11290009,,Abdikani Mohamed,,,abdikani2536@gmail.com,,Web Form Fillout
10917793,Inactive Investor,Arnold Csan,,"First Command Brokerage Services, Inc. Williamsburg VA 461 McLaws Cir",acsan@firstcommand.com,,Salesforce
9556753,,Paul Greenwood,,,ppg@cantab.net,,List import
10830828,Inactive Investor,Bradley Kastan,Financial Advisor;Senior Vice President,Janney Montgomery Scott LLC Columbus OH 1070 Yard St,bkastan@janney.com,,Salesforce
11040671,Inactive Investor,David Gleeson,,"IFP Securities, LLC Winder GA 429 Loganville Hwy",david.gleeson@ifpartners.com,,Salesforce
11029823,Inactive Investor,Scott Knudsen,Financial Advisor,LPL Financial LLC Las Vegas NV 2625 N Tenaya Way,scott.knudsen@lpl.com,,Salesforce
170981,,Giancarlo Correll,,[Unknown],giancarlo.correll@gmail.com,,
11254285,Inactive Investor,Alexandra Rizzo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10921730,Inactive Investor,Charley Baruth,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
10858926,Inactive Investor,Michael Ledford,,The O.N. Equity Sales Company Chattanooga TN Private Residence,michael_ledford@ohionational.com,,Salesforce
11161864,Inactive Investor,Matthew Ward,,"MML Investors Services, LLC Worcester MA 645 Chandler St",,,Salesforce
10969916,Inactive Investor,Canen Scott,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10656389,,Peter Germick,,,peter.germick@ceterafs.com,,List Import
11238486,Inactive Investor,Reid Hinshelwood,,Balentine,i.hinshelwood@balentine.com,,Salesforce
11007173,Inactive Investor,Simon Kinsinger,Financial Coach,PFS Investments Inc. Blacksburg VA 100 Ardmore St,skinsinger@primerica.com,,Salesforce
9604536,,Khadeem Blakey,,,rashad247@icloud.com,,List import
11163154,Inactive Investor,David Down,,"NewEdge Securities, Inc.",ddown@macg.com,,Salesforce
10957144,Inactive Investor,Jaie Arlington,,"Sanctuary Securities, Inc.",jarlington@sanctuarywealth.com,,Salesforce
10964741,Inactive Investor,Keith Sadlowski,,Cetera Advisor Networks LLC Belmar NJ 1800 State Rte 34,,,Salesforce
10800194,Inactive Investor,Rocio Harb,,Investment Placement Group Miami FL 1111 Brickell Ave,,,Salesforce
9607642,,User First22,,,moxexeji@webmail24.top,,List import
11230393,Inactive Investor,Dale Costello,Financial Advisor,"Ameriprise Financial Services, LLC Warrenville IL 28381 Davis Pkwy",dale.costello@ampf.com,,Salesforce
10816134,Inactive Investor,Thomas Wong,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,thomas.wong@fidelity.com,,Salesforce
9580147,,Brian Brager,,,brianb@consultnts.com,,List import
10829738,Inactive Investor,Alison Shira,Client Service Associate,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,alison.shira@morganstanley.com,,Salesforce
10794958,Inactive Investor,Mark Feldman,Managing Director;Wealth Management Advisor,"Bleakley Financial Group, LLC",mark.feldman@bleakley.com,,Salesforce
240437,,[[Unknown]],,[Unknown],blackmonsmith@aol.com,,
9545698,,James Wren,,,jwren@umich.edu,,List import
10811991,Inactive Investor,Richard Dipasquale,Financial Advisor,"MML Investors Services, LLC Lansdale PA 2000 Spring Valley Rd",rdipasquale@financialguide.com,,Salesforce
10828269,Inactive Investor,Leigh Baldwin,Chief Financial Officer;Managing Member;Owner;President;Regulatory Contact,"Leigh Baldwin & Co., LLC",,,Salesforce
9572390,,Amer Sajjad,,,technpick@gmail.com,,List import
11015175,Inactive Investor,Brian Schiavo,,"Transamerica Financial Advisors, Inc Allentown PA 7540 Windsor Dr",brian.schiavo@tfaconnect.com,,Salesforce
10989098,Inactive Investor,Alexander Brown,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11124689,Inactive Investor,Michael De La Torre,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10797670,Inactive Investor,Paul Rentmeester,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",paul_rentmeester@ml.com,,Salesforce
9589512,,Phillip Liefman,,,phillip.liefman@gmail.com,0408171383,List import
11155261,Inactive Investor,Amanda Homan,,"Avantax Investment Services, Inc. Celina OH 531 E Market St",,,Salesforce
9599798,,Kerby Woo,,,kerby.woo@thinkingbeyond.com,,List import
10891945,Inactive Investor,Jay Peters,,Cetera Financial Specialists LLC Saint Louis MO 3660 S Geyer Rd,jay.peters@ceterafs.com,,Salesforce
11085047,Inactive Investor,Rosanna Tsai,,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,rosanna.m.tsai@morganstanley.com,,Salesforce
10919822,Inactive Investor,Andre Holder,,PFS Investments Inc. Chicago IL 11740 S Western Ave,andre.holder@primerica.com,,Salesforce
11169610,Inactive Investor,Shawn Presley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,shawn.presley@fidelity.com,,Salesforce
11184704,Inactive Investor,Christy Ma,,"RBC Capital Markets, LLC",,,Salesforce
10927586,Inactive Investor,Jacob Reinhart,Financial Consultant,"Equitable Advisors, LLC Milwaukee WI 3333 N Mayfair Rd",jacob.reinhart@equitable.com,,Salesforce
244854,,Joseph Rao,President,"Numarc Wealth Advisors, Inc.",joseph.rao@numarcwealthadvisors.com,13053593725,Manual List Upload
7508751,,Jimmy Smith,,,wixit61330@mitigado.com,,Web Form Fillout
11019957,Inactive Investor,Charles Swanson,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
11042954,Inactive Investor,Nori Kordvani,,"Farmers Financial Solutions, LLC Stone Park IL 1559 N Mannheim Rd",nkordvani@farmersagent.com,,Salesforce
10825761,Inactive Investor,Robert Belvedere,Financial Services Professional,"MML Investors Services, LLC Garden City NY 900 Stewart Ave",rlbelvedere@financialguide.com,,Salesforce
10836121,Inactive Investor,Pamela Munnell,Portfolio Associate;Senior Registered Associate,Morgan Stanley Manchester NH 1155 Elm St,pamela.munnell@morganstanley.com,,Salesforce
10907552,Inactive Investor,Ryan Sauther,Financial Advisor,Edward Jones Billings MT 1010 Central Ave,ryan.sauther@edwardjones.com,,Salesforce
205054,,Sam Schlesinger,,Mrss,mrss@erols.com,,Direct
8060489,,Tomas Pakarklis,,,tpakarklis@gmail.com,,Web Form Fillout
11122382,Inactive Investor,Algenis Puntiel,,J.P. Morgan Securities LLC Bronxville NY 132 Pkwy Rd,algenis.puntiel@chase.com,,Salesforce
192379,,Arlan Swinkels,,[Unknown],arlanswinkels@gmail.com,,source
10929770,Inactive Investor,Jacqueline Demartini,Owner;Treasurer,JC Financial Services,,,Salesforce
10776413,Inactive Investor,Derek Brunette,Financial Advisor;Senior Asset Management Consultant;Vice President,"Raymond James & Associates, Inc. Tampa FL 3810 Northdale Blvd",derek.brunette@raymondjames.com,,Salesforce
10846209,Inactive Investor,Mark Nielsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9570574,,James Tappan,,,jtappan@sagepointadvisor.com,,List import
10999318,Inactive Investor,Taylor Carter,Associate,Edward Jones White House TN 610 D Hwy 76,taylor.carter@edwardjones.com,,Salesforce
10985524,Inactive Investor,Ashley Corkill,,Vanguard Marketing Corporation,ashley_corkill@vanguard.com,,Salesforce
222145,,Oto-Obong Idem,,Cover Note,otoproject40@gmail.com,(243) 818-9815,
11086266,Inactive Investor,Marjorie Jaffe,,Oppenheimer & Co. Inc. Stamford CT 263 Tresser Blvd,marjorie.jaffe@opco.com,,Salesforce
11235374,Inactive Investor,Matthew Moyzis,Wealth Advisor,Cornerstone Wealth,mmoyzis@cwgadvisors.com,,Salesforce
9640599,,Thomas Williams,,,tomwilliamsnj@gmail.com,,List import
10988529,Inactive Investor,Rudolph Strnad,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,rudy.strnad.ylhc@statefarm.com,,Salesforce
9552323,,Laura Dunne-Wamsley,,,l.dunnewamsley@kmsfinancial.com,,List import
10969522,Inactive Investor,Taylor Nettis,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
10772926,Inactive Investor,James Henson,Financial Planning Associate;Portfolio Management Associate;Vice President,Morgan Stanley Rockville MD 702 King Farm Blvd,james.l.henson@morganstanley.com,,Salesforce
9554279,,FRANK MARTIN,,,fmartin2@yahoo.com,,List import
230988,, -,,[[Unknown]],black4653@aol.com,,Direct
10941710,Inactive Investor,Justin Mackie,,"DAI Securities, LLC Henderson NV 27 Candlewyck Dr",,,Salesforce
11088504,Inactive Investor,Jean Luckey,,"Raymond James Financial Services, Inc. Kalispell MT 25 2nd Ave W",jean.luckey@raymondjames.com,,Salesforce
10985411,Inactive Investor,Kristina Pierce,,"Mesirow Financial, Inc.",,,Salesforce
11032797,Inactive Investor,Adam Campbell,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",adam.campbell@raymondjames.com,,Salesforce
9545744,,Hugh Jazz,,,robert_mflores@yahoo.com,,List import
9595474,,Erica Ghotra,,,eghotra@lidoadvisors.com,,List import
11097724,Inactive Investor,Stephen Suggs,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9548624,,Edward Lane,,,ned.lane@voyafa.com,,List import
9603573,,Christopher Philippou,,,cphilippou@gmail.com,,List import
11001103,Inactive Investor,Francisco Miranda Guevara,,"XP Investments US, LLC",,,Salesforce
10879032,Inactive Investor,Philip Baxley,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Richmond VA 6802 Paragon Pl",philip.baxley@tiaa.org,,Salesforce
10973350,Inactive Investor,Andrew Gold,,"Osaic Wealth, Inc. Southlake TX 2011 Kirkwood Blvd",,,Salesforce
9561050,,Mubeen Bhatti,,,mubeen123@hotmail.com,,List import
10935858,Inactive Investor,Kris Heisler,,"Osaic Wealth, Inc. Birmingham AL 1200 Corporate Dr",,,Salesforce
9581632,,Gary Newland,,,gary@newlandlaw.com,,List import
10978208,Inactive Investor,Ryan Breck,Financial Advisor,"Pruco Securities, LLC. Vestal NY 400 Plaza Dr",ryan.breck@prudential.com,,Salesforce
10838952,Inactive Investor,Dionysis Heliotis,Investment Advisor Representative,"Transamerica Financial Advisors, Inc San Jose CA 3550 Stevens Creek Blvd",dionysis.heliotis@tfaconnect.com,,Salesforce
9622210,,Chang hoon Lee,,,skylushy@gmail.com,,List import
10873186,Inactive Investor,Giuseppe Fiducia,Senior Director - Advisory and Financial Consulting,"TIAA-CREF Individual & Institutional Services, LLC West Hartford CT 75 Isham Rd",giuseppe.fiducia@tiaa-cref.org,,Salesforce
10782328,Inactive Investor,Itai Baron,,Goldman Sachs & Co.,,,Salesforce
11203497,Inactive Investor,Durbin McDermott,,Stonex Securities Inc. Mantoloking NJ Private Residence,,,Salesforce
9626265,,Othman OUATTASSI,,,ouattassiothman@gmail.com,,List import
11017601,Inactive Investor,Savannah Savannah,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",savannah.davenport@ml.com,,Salesforce
11117573,Inactive Investor,Lise Christine Mason,,Citigroup Global Markets Inc.,,,Salesforce
9603326,,Muhammad Nijam,,,nijammuhammad750@gmil.cam,,List import
10613184,,Kenneth Schneider,Financial Advisor,,ken.schneider@ml.com,,List Import
10945197,Inactive Investor,Daniel Michelon,,"Osaic Wealth, Inc. Bedford NH 116 S River Rd",,,Salesforce
11002796,Inactive Investor,Zachary Neal,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
108630,,John Jansen,,Deribit,jajansen@gmail.com,,
9587010,,Jeffery Byers,,,jeff.byers@transamerica.com,,List import
9613144,,David Kozlicki,,,david.kozlicki@ubs.com,,List import
10927986,Inactive Investor,Ashley Beckham,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11075416,Inactive Investor,Ricardo Cabal,,EFG Capital International,,,Salesforce
10617295,,Jeannie Ilievski,,,jeannie.ilievski@ampf.com,,List Import
11096583,Inactive Investor,Jacqueline Mullen,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,jacqueline.mullen@fidelity.com,,Salesforce
10797942,Inactive Investor,Carlos Lowell,Executive Director;Financial Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,carlos.lowell@morganstanley.com,,Salesforce
10484913,,Whitney-Ann Nash,"Chief Operating Officer, Member",Nashional Investments,whitney@nashionalfinancial.com,,List Import
9571369,,Samantha Liguori,,,sgueits@acpweb.com,,List import
11118377,Inactive Investor,Andrew Sutton,,"Empower Financial Services, Inc",andrew.sutton@empower.com,,Salesforce
11094667,Inactive Investor,David Garcia,,PFS Investments Inc. Tucson AZ 5920 E Pima St,,,Salesforce
10786672,Inactive Investor,Alexander Gouzenko,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11149446,Inactive Investor,Sarah Eder,Branch Manager,"Raymond James & Associates, Inc. Greenwood IN 1530 American Way",sarah.eder@raymondjames.com,,Salesforce
10997368,Inactive Investor,Brice Pelliccioni,,LPL Financial LLC Naples FL 4524 Silver Fox Dr,brice.pelliccioni@lpl.com,,Salesforce
9578935,,Ryan Patterson,,,rpatterson@linscomb-williams.com,,List Import
11064498,Inactive Investor,Nancy Frost,,LPL Financial LLC Fargo ND 3260 Veterans Blvd S,nancy.frost@lpl.com,,Salesforce
10870484,Inactive Investor,Jonathan Holmes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",jonathan.s.holmes@ml.com,,Salesforce
11055660,Inactive Investor,Janice Burt,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",,,Salesforce
11016981,Inactive Investor,Alexandria Radtke,,"Northwestern Mutual Investment Services, LLC Crown Point IN 2080 N Main St",alexandria.radtke@nm.com,,Salesforce
11036164,Inactive Investor,Sean Baloun,,LPL Financial LLC Downers Grove IL 3000 Woodcreek Dr,sean.baloun@lpl.com,,Salesforce
9596481,,Brian Lavoie,,,brian.lavoie@gmail.com,,List import
11046463,Inactive Investor,Paula Ciotti,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",paula.ciotti@empower.com,,Salesforce
10969794,Inactive Investor,Robert Napolitano,Financial Advisor,U.S. Financial Advisors,rnapolitano@uswealthmanagement.com,,Salesforce
9560579,,Janelle Calhoun,,,janelle.calhoun@thrivent.com,,List import
11037847,Inactive Investor,Trent Boie,,"U.S. Bancorp Investments, Inc. Minnetonka MN 17800 Hwy 7",trent.boie@usbank.com,,Salesforce
11099009,Inactive Investor,Ravinderjit Singh,,Key Investment Services LLC Lewiston NY 493 Center St,ravinderjit.singh@key.com,,Salesforce
9549526,,Matthew Zimmerman,,,mzimmerman@bassocap.com,,List import
11150029,Inactive Investor,Alexander Brand,Financial Advisor,LPL Financial LLC Glen Allen VA 4470 Cox Rd,alexander.brand@lpl.com,,Salesforce
11128857,Inactive Investor,Douglas Robichaux,,State Farm VP Management Corp. Thibodaux LA 104 E Bayou Rd,,,Salesforce
11203187,Inactive Investor,Agustin Molina,Chief Compliance Officer;Managing Member,Blue Capital,jay@bluecapitalwealth.com,,Salesforce
10791428,Inactive Investor,Jeffery Suhayda,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",jeffery.c.suhayda@ampf.com,,Salesforce
9642664,,Randy Gong,,,randygx@sina.com,,List import
249077,,Tarek Abou Zeid,Partner,Man AHL,tarek.abouzeid@man.com,,Manual List Upload
336242,,Donald Canfield,Executive Vice President,"Graybill Bartz Associates, Ltd",don@graybillbartz.com,630-941-9460,Manual List Upload
9622238,,Alex Yulman,,,alexander.yulman@gmail.com,,List import
11206172,Inactive Investor,Gilbert Schisler,Senior Compliance Advisor,"Raymond James & Associates, Inc.",gilbert.schisler@raymondjames.com,,Salesforce
36384,,Robert Pacheco,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",robert.pacheco@transamerica.com,773-677-6368,
11094082,Inactive Investor,Zachary Hoffman,,"DFPG Investments, LLC Cornwall on Hudson NY 240 Hudson St",,,Salesforce
91788,,Rick Dykes,,GBTC,dykesrick@yahoo.com,806 773 4382,
339308,,Mark Schiller,Principal,"Williams And Schiller Wealth Management, Llc",mark@wpsfinancial.com,208-265-5959,Manual List Upload
11254386,Inactive Investor,Jack Feyereisn,Client Experience Consultant,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11135070,Inactive Investor,Martha Klatt,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Tomah WI 802 Superior Ave",martha.klatt@ampf.com,,Salesforce
11130318,Inactive Investor,Henry Stockman,,"Farmers Financial Solutions, LLC Chattanooga TN 4202 Brainerd Rd",,,Salesforce
10776504,Inactive Investor,Jerry Chan,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,jerry@ubs.com,,Salesforce
11189116,Inactive Investor,Michael Hendley,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",,,Salesforce
11068807,Inactive Investor,Kevin Sakamoto,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",kevin_sakamoto@ml.com,,Salesforce
10830481,Inactive Investor,Steven Arietta,,"HighTower Securities, LLC Pearl River NY 167 E Central Ave",sarietta@hightoweradvisors.com,,Salesforce
10612173,,Nicholas Desousa,Financial Advisor,,nick@monecoadvisors.com,,List Import
9573360,,Steven Kernkraut,,,skernkraut@durbancap.com,,List import
194742,,John Loader,,[Unknown],john.f.loader@gmail.com,,source
11137572,Inactive Investor,Falen Rodgers,,LPL Financial LLC,falen.rodgers@lpl.com,,Salesforce
9566848,,James Stenstrom,,,james.stenstrom@captrustadvisors.com,,List import
11139806,Inactive Investor,Alison Howells,,LPL Financial LLC Reading PA 2395 Lancaster Pike,alison.howells@lpl.com,,Salesforce
10946094,Inactive Investor,Thiago Henrique Lima,,"Wells Fargo Clearing Services, LLC Englewood CO 7700 E Belleview Ave",,,Salesforce
10973113,Inactive Investor,Kelly Larsen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11050361,Inactive Investor,Richard Erickson,Financial Advisor;Vice President,Jacksonville Wealth Management Brentwood TN Private Residence,,,Salesforce
10949841,Inactive Investor,Ian Sueflohn,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11108779,Inactive Investor,Yi Wang,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
62266,,Billy Defrance,"Member, Chief Compliance Officer","Lauterbach Financial Advisors, Llc",bdefrance@lb-cpa.com,915-544-6950,Manual List Upload
9629482,,Andrei Potorac,,,andrei.potorac@icloud.com,,List import
10754214,Inactive Investor,Erekle Chanturia,,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",erekle.chanturia@wfa.com,,Salesforce
350656,,Jeff Birch,"Vice President, CFO",Greyrock Capital Group,birch@greyrockcapitalgroup.com,312-849-0008,Manual List Upload
11005903,Inactive Investor,Justin Lasko,,"MML Investors Services, LLC Everett MA 650 Broadway",,,Salesforce
224629,,Kshitiz Shukla,,[Unknown],officialkshitizshukla@gmail.com,,Direct
10796368,Inactive Investor,Matthew Cass,Vice President - Investments,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",matthew.cass@wellsfargoadvisors.com,,Salesforce
10774878,Inactive Investor,Jason Fredrickson,Vice President,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",jason.fredrickson@wellsfargoadvisors.com,,Salesforce
11013074,Inactive Investor,Bessy Guevara Guevara,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,,,Salesforce
11231245,Inactive Investor,Christina Conley,,Fidelity Brokerage Services LLC,,,Salesforce
11184118,Inactive Investor,Maria Sousa,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,maria.sousa@ubs.com,,Salesforce
10971292,Inactive Investor,Alfred Edmonds,,Cetera Investment Services LLC San Jose CA 1737 N 1st St,alfred.edmonds@ceterainvestors.com,,Salesforce
10898507,Inactive Investor,Samuel Gleaves,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Zionsville IN 1620 W Oak St",sgleaves@stifel.com,,Salesforce
10767765,Inactive Investor,George Bitting,Vice President - Wealth Management,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,george.bitting@ubs.com,,Salesforce
11164029,Inactive Investor,Janet O'Brien,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11089045,Inactive Investor,Benjamin Stille,,Fiscal Wisdom Wealth Management LLC Delray Beach FL Private Residence,,,Salesforce
11009285,Inactive Investor,Lars Ronten,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",,,Salesforce
143412,,Peter Kronberg,"General Counsel, Chief Compliance Officer",Proficio Capital Partners Llc,pkronberg@procapitalpartners.net,617-340-8425,Manual List Upload
346681,,Steve Hengehold,"Partner, Wealth Advisor",Hcm Wealth Advisors,steve@hengeholdcapital.com,513-598-5120,Manual List Upload
1001540,Inactive Investor,Michael Deluz,,Lazari Capital,mike@lazaricapital.com,,
11142842,Inactive Investor,Amanda Gibb,Relationship Manager,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",amanda.gibb@ampf.com,,Salesforce
10946721,Inactive Investor,John Thomas,Chief Compliance Officer;Investment Advisor;Managing Member,"Fortis Wealth Management, LLC",johnny@fortiswm.com,,Salesforce
10953985,Inactive Investor,Charles Williams,,"American Portfolios Financial Services, Inc. Westfield IN 17819 Commerce Dr",,,Salesforce
9546221,,Rogerio Oliveira,,,rogerio@cepedi.org.br,,List import
9608029,,Laura Church Church,,,lauraghizibel@yahoo.com,,List import
10915176,Inactive Investor,Matthew Topper,Investment Consultant,PNC Investments Frederick MD 5279 Buckeystown Pike,matthew.topper@pnc.com,,Salesforce
10762464,Inactive Investor,Michael McCain,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",michael.mccain@wellsfargoadvisors.com,,Salesforce
11206896,Inactive Investor,Jason Jones,Financial Advisor,LPL Financial LLC Fort Worth TX 1300 Summit Ave,jason.m.jones@lpl.com,,Salesforce
10996818,Inactive Investor,Ge Song,,J.P. Morgan Securities LLC San Juan Capistrano CA 31972 Camino Capistrano,,,Salesforce
11042851,Inactive Investor,Richard Clement,Senior Wealth Manager;Shareholder,"Campbell Wealth Management, Inc.",rich@campbellwealth.com,,Salesforce
9610569,,Henrique Perdigao,,,henrique.perdigao@hotmail.com,,List import
11182189,Inactive Investor,Philip Ochs,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
11236393,Inactive Investor,Zachery Roth,Financial Representative,Catalyst Wealth Management LLC,,,Salesforce
11260339,Inactive Investor,Marcus Jones,,Citigroup Global Markets Inc.,,,Salesforce
51104,,Anurag Bhardwaj,Chief Compliance Officer,Sqn Investors Lp,anurag@sqninvestors.com,650-489-9100,Manual List Upload
11068809,Inactive Investor,Joseph Pizzo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton MI 44101 Ford Rd",joseph.pizzo@ml.com,,Salesforce
10796653,Inactive Investor,Amanda Black,Chief Executive Officer;Member,Capital Cities Investments,,,Salesforce
10969903,Inactive Investor,Hongli Wang,,Citigroup Global Markets Inc.,,,Salesforce
227582,,Hill -,,Hill [[Unknown]],hillaryselling@gmail.com,,
11095537,Inactive Investor,Tyler Seidenkranz,,State Farm VP Management Corp. Indianola IA 409 N Jefferson Way,,,Salesforce
11143757,Inactive Investor,Christine Malmborg,,"Halliday Financial, LLC Clifton Park NY 4 Executive Park Dr",cmalmborg@hallidayfinancial.com,,Salesforce
10788152,Inactive Investor,Mylo Cheng,,Goldman Sachs & Co.,mylo.cheng@gs.com,,Salesforce
11199189,Inactive Investor,Sarah Stein,Board Member;Executive Committee Member;Managing Partner;Portfolio Manager,Hall Capital Partners LLC,sstein@hallcapital.com,,Salesforce
5692077,,Rebecca Calame,,,recalame@sbcglobal.net,4153970735,Web Form Fillout
11060237,Inactive Investor,Daniel Wrigley,Senior Client Advisor;Senior Vice President,The Huntington Investment Company Hopkins MN 11100 Wayzata Blvd,daniel.wrigley@huntington.com,,Salesforce
10820046,Inactive Investor,Richard Lawrence,Financial Advisor,LPL Financial LLC Mercer Island WA 9725 SE 36th St,rich.lawrence@lpl.com,,Salesforce
10979557,Inactive Investor,Andrew Hillis,Financial Advisor,"TBH Global Asset Management, LLC",andrew@tbhplan.com,,Salesforce
10942530,Inactive Investor,Marcus Laube,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",marcus.laube@ml.com,,Salesforce
11201216,Inactive Investor,Matthew Davis,Chief Compliance Officer;Co-Founder;Manager;Partner,"Sherwood Financial Partners, LLC Westlake Village CA 2945 Townsgate Rd",matthew.davis@sherwoodfp.com,,Salesforce
10799555,Inactive Investor,Kristine Hollister,Chief Business Officer;Executive Committee Member;Owner;Regulatory Contact,LSIA,khollister@lsinvestmentadvisors.com,,Salesforce
10952320,Inactive Investor,Terry Kelley,,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",terry.kelley@voya.com,,Salesforce
11217379,,Christopher Carroll,,,christopher.carroll@lpl.com,,Other
9551215,,Christopher Derham,,,cderham@massmutual.com,,List import
10817113,Inactive Investor,Kerry Mcnichols,Banker;Vice President,J.P. Morgan Securities LLC Denver CO 1455 16th St,kerry.mcnichols@jpmorgan.com,,Salesforce
10860741,Inactive Investor,John Smith,,"Cambridge Investment Research, Inc. Panama City FL Private Residence",,,Salesforce
10616649,,Lisa Franklin,,,lisa.franklin@lpl.com,,List Import
10823820,Inactive Investor,Christa Bouchard,Financial Advisor,"Wells Fargo Clearing Services, LLC Loveland CO 1073 N Lincoln Ave",christa.bouchard@wellsfargoadvisors.com,,Salesforce
11061041,Inactive Investor,Paul Foutch,Financial Advisor,Edward Jones Flower Mound TX 2221 Justin Rd,paul.foutch@edwardjones.com,,Salesforce
11051577,Inactive Investor,Robert Hapanowicz,Chief Executive Officer;President,Hapanowicz & Associates Wealth Management,bobby.hapanowicz@hapanowicz-associates.com,,Salesforce
10986744,Inactive Investor,Eugene Rogatnik,,LPL Financial LLC Henrico VA 2110 Ingleside Ave,eugene.rogatnik@lpl.com,,Salesforce
9590982,,Phuc Nguyen,,,phucnguyen.it@gmail.com,,List import
10992977,Inactive Investor,Brian Baacke,,"CreativeOne Securities, LLC Sarasota FL 7261 Delainey Ct",,,Salesforce
9561764,,Manik P,,,manikpatil@protonmail.com,,List import
10785803,Inactive Investor,Christian Vitone,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,christian.vitone@fidelity.com,,Salesforce
219131,,Jon Gonzalez,,[Unknown],jongonzalez362@gmail.com,,
211410,,Jessica Weldon,Strategic Finance,Toast,jweldon102@gmail.com,,Content
10825004,Inactive Investor,Mary Smelser,,"Cambridge Investment Research, Inc. Frisco TX 2591 Dallas Pkwy",,,Salesforce
11130273,Inactive Investor,Josh Vanfleteren,Financial Advisor,Park Avenue Securities LLC Birmingham AL 3500 Blue Lake Dr,,,Salesforce
10851672,Inactive Investor,Sophia Szeto,,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,sophia.szeto@morganstanley.com,,Salesforce
10794860,Inactive Investor,Pablo Martinez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,pablo.martinez@fidelity.com,,Salesforce
10978810,Inactive Investor,Matthew Mullowney,,"Lifeworks Advisors, LLC Saint Francisville LA 7355 US Hwy 61",matthew.mullowney@lifeworksadvisors.com,,Salesforce
9623345,,Nana Harrison,,,nsapei4@gmail.com,,List import
11061681,Inactive Investor,Frank Chauner,,"Chauner Securities, Inc.",,,Salesforce
10802463,Inactive Investor,James Diamond,Financial Advisor,Commonwealth Financial Network Greenville RI 600 Putnam Pike,jdiamond@cfnmail.com,,Salesforce
11062302,Inactive Investor,Catherine McKinley,Financial Advisor,Edward Jones Manhattan KS 2012 Vanesta Pl,catherine.mckinley@edwardjones.com,,Salesforce
9625849,,Mohammad Roudnahal,,,mohammadroudnahal78@gmail.com,,List import
11255143,Inactive Investor,Michelle Raddell,Associate Financial Advisor,Intentional Wealth Partners Cleveland OH 7017 Pearl Rd,michelle@greatlakesinvestment.com,,Salesforce
10998506,Inactive Investor,Jacalyn Barens,,"Spire Securities, LLC Irvine CA 2050 Main St",,,Salesforce
10764810,Inactive Investor,Harley Wedgbury,,LPL Financial LLC Glendale CA 700 N Brand Blvd,scott.wedgbury@lpl.com,,Salesforce
9640986,,John Chung,,,960905jh@naver.com,,List import
9586822,,Maureen Crimmins,,,maureen@crimminswm.com,,List import
223179,,Patricio Rodriguez,Senior Director,Alvarez & Marsal,prodriguez@alvarezandmarsal.com,,
11120070,Inactive Investor,Thomas Antinucci,,"Brean Capital, LLC Saint Petersburg FL 12425 28th St N",,,Salesforce
1002131,Inactive Investor,Marc Sharpe,"Chairman, The Family Office Association",The Family Office Association,marc@tfoatx.com, +1 713 581 0448,
10791926,Inactive Investor,Cline Countryman,,NYLIFE Securities LLC Prattville AL 943 E Main St,cncountryman@ft.newyorklife.com,,Salesforce
10840842,Inactive Investor,Michael Whitaker,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",todd.whitaker@raymondjames.com,,Salesforce
9587591,,Chris Pei,,,chris@ledgerprime.com,,List import
11133225,Inactive Investor,Joseph Dadashadeh,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Eagle ID 108 E Plaza St",joseph.dadashadeh@wellsfargo.com,,Salesforce
11078529,Inactive Investor,Richard Obert,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",r.obert@prudential.com,,Salesforce
11235719,Inactive Investor,Patrick Kanouff,Chief Compliance Officer;Managing Member,Crusonia Wealth Advisors LLC,,,Salesforce
10645678,,Nancy Washington,,,nancy.washington@jpmorgan.com,,List Import
9566179,,Ryan Reed,,,ryan.reed@gjsco.com,,List import
10887930,Inactive Investor,Patricia Rafferty,,"Prudential Annuities Distributors, Inc",patricia.rafferty@prudential.com,,Salesforce
214157,,Antony Khoo,,[Unknown],antonykhoo@protonmail.com,,
11221068,,Christopher Tschieder,,,ctschieder@johnsoninv.com,,List import
9562969,,HARSHIEL B SHAH,,,harshiel1998@gmail.com,,List import
10896214,Inactive Investor,Justin Wilson,Investment Executive,"Fifth Third Securities, Inc. South Elgin IL 460 Randall Rd",justin.wilson@53.com,,Salesforce
11014437,Inactive Investor,Carrie Miskawi,,AW Securities,,,Salesforce
10995976,Inactive Investor,Patrick Tancula,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",patrick.tancula@schwab.com,,Salesforce
10853274,Inactive Investor,Patrick Carey,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Marion OH 1101 Mount Vernon Ave",careyp@stifel.com,,Salesforce
9571078,,Steven Lorson,,,steven.c.lorson@huntington.com,,List import
10952550,Inactive Investor,Alicia Hornsby,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
10848886,Inactive Investor,Julieanne Brittain,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11169526,Inactive Investor,Hamza Alsaad,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11182658,Inactive Investor,Robert Nadolny,Financial Advisor,Commonwealth Financial Network South Easton MA 45 Bristol Dr,rnadolny@commonwealth.com,,Salesforce
11077175,Inactive Investor,Craig Janus,Advisor;Senior Vice President,Rockefeller Financial LLC Oak Brook IL 701 Harger Rd,cjanus@rockco.com,,Salesforce
5916,, -,,[[Unknown]],work.joserodriguez@gmail.com,,Initial Salesforce Import
10934405,Inactive Investor,Joseph Ozag,,"Hornor, Townsend & Kent, LLC",jozag@htk.com,,Salesforce
10899194,Inactive Investor,James Cochran,Financial Advisor,Commonwealth Financial Network Memphis TN 5050 Poplar Ave,jcochran@commonwealth.com,,Salesforce
9599779,,James Wang,,,jameswang@outlook.com,,List import
9591148,,Evan Fisher,,,efisher@rainiergroup.com,,List Import
9555268,,Jason Walker,,,jason.walker2@lfg.com,,List import
10779815,Inactive Investor,David Curiel,,PFS Investments Inc. San Antonio TX 6800 Park 10 Blvd,david.curiel@primerica.com,,Salesforce
9597938,,Shey Bettencourt,,,sheydiego@gmail.con,,List import
10916939,Inactive Investor,Elena Sadur,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,elena.sadur.p0tc@statefarm.com,,Salesforce
11006249,Inactive Investor,Lewis Haupt,,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",terry.haupt@prudential.com,,Salesforce
11024099,Inactive Investor,Chase Morse,,PFS Investments Inc. Stafford TX 10701 Corporate Dr,cmorse@primerica.com,,Salesforce
11076633,Inactive Investor,Jewel Jones,Financial Consultant;Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Webster TX 19205 Gulf Fwy",danny.jones@schwab.com,,Salesforce
9561155,,Tom Sellman,,,tomselllman@gmail.com,,List import
10985285,Inactive Investor,Christopher Elders,,Jefferies LLC,celders@jefferies.com,,Salesforce
11152462,Inactive Investor,Kurt Eakin,Investment Advisor Representative,Commonwealth Financial Network San Diego CA 3914 Murphy Canyon Rd,keakin@commonwealth.com,,Salesforce
10940481,Inactive Investor,Joshua Moon,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10924155,Inactive Investor,Alex Beck,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,alex_beck@vanguard.com,,Salesforce
342003,,Derek Yurosek,Managing Director,"Arable Capital Partners, Llc",derek@arablecp.com,866-927-2253,Manual List Upload
11166603,Inactive Investor,Steven Rutledge,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,steve.rutledge@ubs.com,,Salesforce
10915235,Inactive Investor,Danae McDaniel,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Benton IL 701 Public Sq",danae.mcdaniel@usbank.com,,Salesforce
9543024,,Rob Makey,,,robmakey94@gmail.com,,List import
237980,, -,,[[Unknown]],incomereal247@gmail.com,,
11190383,Inactive Investor,Philip Hanna,Financial Associate;Financial Professional,Thrivent Investment Management Inc. Allen TX 900 W Bethany Dr,philip.hanna@thrivent.com,,Salesforce
11167228,Inactive Investor,Henry Choi,Financial Advisor,Morgan Stanley San Rafael CA 1101 5th Ave,henry.choi@morganstanley.com,,Salesforce
9584050,,Alton Mckenley,,,tradeit2021@gmail.com,,List import
9647859,,Shira Katsir,,,skatsir@stearnsfinancial.com,,List import
9615212,,Alex Kovacs,,,akovacs6194@gmail.com,,List import
10929438,Inactive Investor,Lawson Stansell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10753558,Inactive Investor,Scott Miller,,Cetera Advisors LLC Colorado Springs CO 3204 N Academy Blvd,scott.miller@ceteraadvisors.com,,Salesforce
11031313,Inactive Investor,Jeremiah Johnson,Financial Advisor,Edward Jones Clovis NM 1104 E Manana Blvd,jeremiah.johnson@edwardjones.com,,Salesforce
11004778,Inactive Investor,Armando Nicholson Castro,,Creand Securities,,,Salesforce
170872,,xiong xiong,,[Unknown],357679229@qq.com,,
9606264,,Jack Wilson,,,jwilson1002@gmail.com,,List import
11080302,Inactive Investor,Maryl Smith,,"Allstate Financial Services, LLC Kenosha WI 5727 75th St",a041064@allstate.com,,Salesforce
11027450,Inactive Investor,Alexandra Reeder,,Thrivent Investment Management Inc. Bellevue WA 11711 SE 8th St,alexandra.reeder@thrivent.com,,Salesforce
10929020,Inactive Investor,Francisco Sillas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11097151,Inactive Investor,David Larkins,,"Farmers Financial Solutions, LLC Loveland CO 2030 Blue Mesa Ct",,,Salesforce
10949670,Inactive Investor,Samuel Yang,Chief Compliance Officer,"Bloom Investment Advisors, LLC",sam@joinbloom.co,,Salesforce
11177352,Inactive Investor,Michael Giandolfo,,Cetera Financial Specialists LLC Clifton NJ 520 Clifton Ave,michael.giandolfo@ceterafs.com,,Salesforce
9586919,,Brian Traficante,,,btraficante@yorkcapital.com,,List import
9618370,,Frank Fiorello,,,ffiorello@alpineassociates.com,,List import
10960172,Inactive Investor,Crystie Kelly,,"Brokers International Financial Services, LLC. Rockwall TX 1892 Tahoe Dr",ckelly@brokersifs.com,,Salesforce
9630559,,Ningfeng Li,,,johnli.razxwasatch@outlook.com,,List import
11073394,Inactive Investor,Matthew Alpert,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",matt.alpert@wellsfargoadvisors.com,,Salesforce
9631193,,Kha Lai,,,tkkp.net@gmail.com,,List import
10825750,Inactive Investor,Michael Dempsey,Managing Director,Robert W. Baird & Co. Incorporated Covington KY 909 Wrightsummit Pkwy,mdempsey@rwbaird.com,,Salesforce
9613384,,Daniel Crowe,,,dcrowe@williamblair.com,,List import
11001163,Inactive Investor,Anthony Magalong,,LPL Financial LLC Parker CO 11451 S 20 Mile Rd,anthony.magalong@lpl.com,,Salesforce
9575222,,Kyle Ferrare,,,kferrare@simonquickadvisors.com,,List import
10919538,Inactive Investor,Jeremy Hills,Chief Information Officer;Chief Investment Officer;Co-Founder;Owner,Iconoclastic Capital Management LLC,,,Salesforce
9633978,,Larry Miller,,,larry@1miller1.com,,List import
11235161,Inactive Investor,Cade Reed,Investment Advisor,"Bryn Mawr Capital Management, LLC",,,Salesforce
11230660,Inactive Investor,John Connelly,,LPL Financial LLC Brentwood TN 112 Westwood Pl,,,Salesforce
10967975,Inactive Investor,Jordan Wycoff,,"Northwestern Mutual Investment Services, LLC Jamison PA 2500 York Rd",,,Salesforce
9545905,,Eric Sharp,,,ericsharp@sbcglobal.net,,List import
9589351,,Garner Calvin Ford,,,garnerford3rd@gmail.com,,List import
10851068,Inactive Investor,Jeremy Head,,"CapFinancial Securities, LLC. New Orleans LA 601 Poydras St",,,Salesforce
10993725,,Andrew Rennard,,,andrewrennard@hotmail.co.uk,,Web Form Fillout
226250,,DAVID -,,none,dahlibrama@gmail.com,5864913771,Initial Salesforce Import
219523,,Mike Saurbaugh,,[Unknown],mjsaurbaugh@gmail.com,,source
10940334,Inactive Investor,Erin Beyke,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,erin.beyke.mb8j@statefarm.com,,Salesforce
164529,,Ben Tan,,[Unknown],irwenjie@gmail.com,,Direct
11099849,Inactive Investor,Fernando Carretero-Sanchez,,"Mutual of Omaha Investor Services, Inc. Guaynabo PR B7 Calle Tabonuco",fernando.carretero@mutualofomaha.com,,Salesforce
10845580,Inactive Investor,Stanley Moss,Chief Executive Officer,"Polen Capital Management, LLC",smoss@polencapital.com,,Salesforce
11183470,Inactive Investor,Holley Kenyon,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Alpharetta GA 2520 Northwinds Pkwy",holley.kenyon@wellsfargoadvisors.com,,Salesforce
9614050,,William Ehrman,,,bill.ehrman@prosperitefund.com,,List import
10980735,Inactive Investor,Janett Colon,,J.P. Morgan Securities LLC Farmington CT 782 Farmington Ave,janett.colon@jpmorgan.com,,Salesforce
10876961,Inactive Investor,Belle Harris,Senior Supervisory Principal,"M Holdings Securities, Inc. Dallas TX 2828 Routh St",belle.harris@mfin.com,,Salesforce
9607496,,Zachary Hubert,,,zhubert@csmckee.com,,List import
11089037,Inactive Investor,Jason Canzano,Founder;Managing Member;President,"Breakwater Asset Management, LLC",jcanzano@breakwaterasset.com,,Salesforce
10818117,Inactive Investor,Alison Jones,Financial Advisor,"Wells Fargo Clearing Services, LLC Burlington NC 2832 S Church St",alison.jones@wellsfargo.com,,Salesforce
10836447,Inactive Investor,Margaret Pender,Chief Compliance Officer;Chief Financial Officer;Principal,Anchor Investment Management,mepender@anchorinvestmentmanagement.com,,Salesforce
9552898,,ling wong,,,glavy0105@gmail.com,,List import
220085,,Matthew Panning,,[Unknown],matthew.r.panning@gmail.com,,
10894549,Inactive Investor,Mark Aldridge,,"Raymond James Financial Services, Inc. Dublin OH 5890 Sawmill Rd",mark.aldridge@raymondjames.com,,Salesforce
348316,,James Collins,Chief Financial Officer,J.p. Morgan Securities Llc,jcollins@jpmorgan.com,800-999-2000,Manual List Upload
9569444,,Sungjin Kim,,,nadangga@naver.com,,List import
10872012,Inactive Investor,Aaron Garabedian,Financial Advisor,LPL Financial LLC Fresno CA 7110 N Fresno St,aaron.garabedian@ceterafs.com,,Salesforce
10955945,Inactive Investor,Erin Bufe-Cabral,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,erin.bufe@fidelity.com,,Salesforce
10647381,,Kenneth Lang,,,bruce.lang@wfafinet.com,,List Import
10983216,Inactive Investor,Alexander Koushouris,,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",alexander.koushouris@raymondjames.com,,Salesforce
10620034,,Daniel O'Connell,,,doconnell@greatbanctrust.com,,List Import
11232234,Inactive Investor,Jimmie Artis,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,jartis@primerica.com,,Salesforce
11254306,Inactive Investor,Beth Milliken,,Fidelity Brokerage Services LLC,,,Salesforce
11045152,Inactive Investor,Donald Glaser,Financial Advisor,"Pruco Securities, LLC. Saint Marys OH 105 N Chestnut St",donald.glaser@prudential.com,,Salesforce
11020878,Inactive Investor,Tyree Hearn,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,tyree.hearn@ncsecu.org,,Salesforce
11022788,Inactive Investor,Bruna Pontes,,J.P. Morgan Securities LLC Orlando FL 12528 S Orange Blossom Trl,bruna.pontes@jpmorgan.com,,Salesforce
204612,,Gabriel Jung,,[Unknown],gabrieljungf@hotmail.com,,
9553949,,richard folsom,,,rlfolsom@hotmail.com,,List import
11167907,Inactive Investor,Gail Scannell,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",gail.scannell@usbank.com,,Salesforce
10784659,Inactive Investor,Eric Lewis,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",eric_lewis@ml.com,,Salesforce
9571920,,William Smith,,,williamtsmith3@financialguide.com,,List import
10949836,Inactive Investor,Spencer Mitchell,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
10900416,Inactive Investor,Hon Ling Luk,,Citigroup Global Markets Inc.,,,Salesforce
11004728,Inactive Investor,Ryan Golde,Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11196750,Inactive Investor,Niccolo Beasley-Torley,,J.P. Morgan Securities LLC Colorado Springs CO 402 N Tejon St,,,Salesforce
10888570,Inactive Investor,Daniel Russell,Examiner,LPL Financial LLC San Diego CA 4707 Executive Dr,daniel.russell@lpl.com,,Salesforce
239,,,,,Jakeskillman16754@web.de,,
11233153,Inactive Investor,Thu Dao,,"Transamerica Financial Advisors, Inc Gaithersburg MD 9711 Washingtonian Blvd",thu.dao@transamerica.com,,Salesforce
11184404,Inactive Investor,Gregory Ketron,Financial Representative;Regional Vice President,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,gregory.ketron@primerica.com,,Salesforce
11138193,Inactive Investor,Ernest Commins,,LPL Financial LLC Pensacola FL 3298 Summit Blvd,ernie.commins@lpl.com,,Salesforce
10970656,Inactive Investor,Daniel Lattarulo,,MissionSquare Investment Services,,,Salesforce
10865094,Inactive Investor,Tonya Rieger,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,,,Salesforce
9600393,,Kittinatcha Nadee,,,kittithinee57@gmail.com,,List import
11143970,Inactive Investor,Jacob Ottinger,,MWA Financial Services Inc. Greeneville TN 111 Village Dr,jacob.c.ottinger@mwarep.org,,Salesforce
10919896,Inactive Investor,James Petrizzo,,"Independent Financial Group, LLC Boulder City NV 530 Avenue G",jpetrizzo@ifgrr.com,,Salesforce
10773802,Inactive Investor,Thomas Custer,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Rockford IL 2126 N Perryville Rd,thomas.custer@morganstanley.com,,Salesforce
10984716,Inactive Investor,Abel Montanez,,"City National Securities, Inc.",abel.montanez@cnb.com,,Salesforce
9567065,,Mark Grieger,,,mgrieger@sigmarep.com,,List import
231973,, -,,[[Unknown]],jdavislv@outlook.com,,
228731,, -,,[[Unknown]],amine.mounazil@kaiko.com,,
11105544,Inactive Investor,Courtney Wallen,Vice President,"Raymond James & Associates, Inc.",courtney.wallen@raymondjames.com,,Salesforce
11094630,Inactive Investor,Jeffrey Jones,Director - Financial Planning;Financial Planner;Vice President,"Longview Financial Advisors, Inc.",jjones@longviewfa.com,,Salesforce
10874578,Inactive Investor,Ryan Yung,Financial Advisor,Edward Jones Torrington WY 2008 Main St,ryan.yung@edwardjones.com,,Salesforce
9565979,,Timothy Beckett,,,tbeckett@akitapartners.com,,List import
9575356,,Derrick Sweeney,,,sweeney.derrick@principal.com,,List import
11176506,Inactive Investor,Stefan Szygiel,,Edward Jones North Wales PA 212 N Main St,,,Salesforce
10883727,Inactive Investor,Burton Armstrong,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",bt.armstrong@nm.com,,Salesforce
10764014,Inactive Investor,Raymond Battaglino,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",raymond.battaglino@ml.com,,Salesforce
9573215,,Jason Marcus,,,jason.marcus@bluearrow-llc.com,,List import
10930114,Inactive Investor,John Kincannon,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",john.kincannon@nm.com,,Salesforce
11082833,Inactive Investor,Luke Decandia,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",ldecandia@financialguide.com,,Salesforce
10781683,Inactive Investor,Colleen Tran,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,colleen.tran@fidelity.com,,Salesforce
172394,,Chris Safi,,[Unknown],chrissafi777@gmail.com,,Organic Search
11140671,Inactive Investor,Kathryn Ward,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Asheville NC 1 N Pack Sq",kathryn.ward@ml.com,,Salesforce
10769244,Inactive Investor,Matthew Fortuna,Complex Risk Officer;Vice President,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,,,Salesforce
10921160,Inactive Investor,Timothy Hall,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,timothy.hall@primerica.com,,Salesforce
11032057,Inactive Investor,Jessica Wells,Financial Advisor,"Ameriprise Financial Services, LLC Dublin OH 6515 Longshore Loop",jessica.holland@ampf.com,,Salesforce
10916434,Inactive Investor,Vincent Luongo,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Westfield NJ 443 North Ave W",vincent.luongo@wellsfargo.com,,Salesforce
9625173,,hyunjong lee,,,skfcl78@naver.com,,List import
11136255,Inactive Investor,Joshua Ardelean,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",joshua.ardelean@schwab.com,,Salesforce
9584926,,George Bryce,,,george.bryce@lfg.com,,List import
11170614,Inactive Investor,Gregory Walters,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,gregory.walters@fidelity.com,,Salesforce
11123916,Inactive Investor,Jason Longnecker,Financial Advisor;Financial Representative,"Principal Securities, Inc. Washington PA 70 E Beau St",longnecker.jason@principal.com,,Salesforce
10868737,Inactive Investor,Elihu Woolfson,Financial Planner,PlanMember Securities Corporation Brandon FL 1104 Nikki View Dr,,,Salesforce
10772969,Inactive Investor,Keith Paglierani,Financial Advisor,"Ameriprise Financial Services, LLC San Diego CA 4455 Morena Blvd",keith.x.paglierani@ampf.com,,Salesforce
11029212,Inactive Investor,Colby Schwartz,,"Fifth Third Securities, Inc. Atlanta GA 3344 Peachtree Rd NE",colby.schwartz@53.com,,Salesforce
9549196,,David Nash,,,dnash@ft.newyorklife.com,,List import
9556625,,Joseph Klein,,,klein_joseph@nlvmail.com,,List import
11183339,Inactive Investor,Kennedi Gile,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,kennedi.palmer@fidelity.com,,Salesforce
10803147,Inactive Investor,K. Cosby,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 100 Grandview Pl",shaun_cosby@ml.com,,Salesforce
11120022,Inactive Investor,Robert Daggett,Financial Advisor,"Ameriprise Financial Services, LLC Cumberland Foreside ME 15 Sky View Dr",robert.l.daggett@ampf.com,,Salesforce
10617891,,Benjamin Liener,,,benjamin.i.liener@ml.com,,List Import
10771764,Inactive Investor,Robert Kaltenschnee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",,,Salesforce
10657516,,Brian McGough,,,bmcgough@ziegler.com,,List Import
11194986,Inactive Investor,Jaskirat Singh,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10950214,Inactive Investor,Christina Leighton,,LPL Financial LLC Doylestown PA 18 E Court St,christina.leighton@lpl.com,,Salesforce
10862104,Inactive Investor,Monica Garcia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seguin TX 210 W Court St",monicagarcia@ml.com,,Salesforce
11114725,Inactive Investor,Christian Serena,Resident Director;Senior Vice President;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",christian.serena@ml.com,,Salesforce
11043873,Inactive Investor,Robert Shirley,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10876393,Inactive Investor,Michael Palumbos,Financial Planner,"Osaic FA, Inc. Melbourne FL 4762 Crew Cir",michael.palumbos@lfg.com,,Salesforce
10936637,Inactive Investor,Hao Peng,,Morgan Stanley Palo Alto CA 245 Lytton Ave,hank.peng@morganstanley.com,,Salesforce
10797067,Inactive Investor,Jack Evans,Financial Advisor,"Ameriprise Financial Services, LLC Tuscaloosa AL 1817 Commons North Dr",jack.r.evans@ampf.com,,Salesforce
9629764,,Jack George,,,jackgeorge08@gmail.com,,List import
11152248,Inactive Investor,Suzanne Stroud,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",suzanne_stroud@ml.com,,Salesforce
1003154,Inactive Investor,Anjali Sud,,Vimeo,sud.anjali@gmail.com,,3rd Party Lead Gen
11209042,Inactive Investor,Sameer Patel,,Evercore Group L.L.C.,,,Salesforce
11102178,Inactive Investor,Jose Bohon,Financial Advisor,"Wells Fargo Clearing Services, LLC Ontario CA 4141 Inland Empire Blvd",jose.bohon@wellsfargoadvisors.com,,Salesforce
10839105,Inactive Investor,Andrew Becker,Investment Advisor;Member;Owner;Portfolio Manager;Vice President,"AlphaMark Advisors, LLC",,,Salesforce
11183864,Inactive Investor,William Etson,Financial Advisor,"Wells Fargo Clearing Services, LLC Miamisburg OH 10100 Innovation Dr",william.etson@wellsfargoadvisors.com,,Salesforce
11067981,Inactive Investor,George Seay,Chairman;Co-Founder,"Annandale Capital, LLC",gseay@annandalecap.com,,Salesforce
11033179,Inactive Investor,Jimmy Lazos,Personal Banker,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11033939,Inactive Investor,Kimberly Ward,,PFS Investments Inc. Indianapolis IN 8383 Craig St,kward@primerica.com,,Salesforce
11012973,Inactive Investor,Luke Pingel,,"Osaic Wealth, Inc. Appleton WI 5107 N Ballard Rd",,,Salesforce
9466556,,Andrea Course Investments LLC,,Course Investments LLC,apaulinar@yahoo.com,,source
10777381,Inactive Investor,Thomas Higgins,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,tom.higgins@ubs.com,,Salesforce
9599456,,Joe O'boyle,,,joe@oboylewm.com,,List import
7778312,,Ron Schmidt,,,the1ronschmidt@gmail.com,4162678425,Web form fillout
10961970,Inactive Investor,Quoc Tuan Luu,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,,,Salesforce
10909337,Inactive Investor,David Fedrizzi,Financial Professional,LPL Financial LLC Pittsford NY Private Residence,dave.fedrizzi@lpl.com,,Salesforce
10934111,Inactive Investor,Peter Melillo,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,,,Salesforce
11202775,Inactive Investor,Alonso Rodriguez,Chief Compliance Officer;Chief Executive Officer;Financial Planner;Founder;Managing Member,Advise Financial,arodriguez@advisecorp.com,,Salesforce
11046120,Inactive Investor,Matthew Walden,,"J.W. Cole Financial, Inc. Gainesville FL Private Residence",matt.walden@jwcemail.com,,Salesforce
9604600,,Joe Stivrins,,,stryker_od@hotmail.com,,List import
10815985,Inactive Investor,Caryn Chan,Client Service Associate,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",caryn.chan@ampf.com,,Salesforce
9598767,,Richard Tan,,,vinyarb.tan@gmail.com,,List import
11108425,Inactive Investor,Paolo Bernardi,Owner,Paolo Bernardi Advisor,,,Salesforce
11192996,Inactive Investor,Bryan Weiss,Associate Vice President;Financial Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,bryan.weiss@morganstanley.com,,Salesforce
10944180,Inactive Investor,Cathy Reynoso,Financial Advisor,LPL Financial LLC Tecumseh KS Private Residence,,,Salesforce
11028289,Inactive Investor,John Smith,Financial Advisor,"Northwestern Mutual Investment Services, LLC New Hartford NY 19 Campion Rd",john.smith@nm.com,,Salesforce
11147801,Inactive Investor,Humberto Vela,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,humberto.vela@primerica.com,,Salesforce
10643972,,Jim Schmid,,,jim.schmid@jpmorgan.com,,List Import
10981823,Inactive Investor,Marie Engram,,PFS Investments Inc. Columbia SC 7499 Parklane Rd,engram.mariem@primerica.com,,Salesforce
11120617,Inactive Investor,Michael Valentin,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
9555599,,Kristopher Wallace,,,kristopher@marketriders.com,,List import
11200322,Inactive Investor,John Peterson,Chief Compliance Officer;Financial Planner;Managing Principal,"Corners Financial Planning, LLC",,,Salesforce
10893216,Inactive Investor,Alec Hurley,Financial Advisor,Edward Jones Falls Church VA 410 S Maple Ave,alec.hurley@edwardjones.com,,Salesforce
350420,,Brian -,,[[Unknown]],brianmckay@optonline.net,,Initial Salesforce Import
10756566,Inactive Investor,Jennifer Hartline,Assistant Vice President;Director,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
11145587,Inactive Investor,Daniel Aruca,Family Wealth Director;Private Wealth Advisor,Morgan Stanley Miami FL 220 Alhambra Cir,daniel.aruca@morganstanley.com,,Salesforce
9640246,,David Smith,,,smithd@syr.edu,,List import
9573519,,Mark Finnestad,,,mafinnestad@unitedplanners.com,,List import
11147235,Inactive Investor,David Lemon,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Charlottesville VA 100 E South St",david.lemon@wellsfargoadvisors.com,,Salesforce
11155252,Inactive Investor,Richard Wilz,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",,,Salesforce
9541783,,Richard Forconi,,,richard_forconi@us.aflac.com,,List import
11066456,Inactive Investor,Christa Thornton,Associate,Edward Jones Laurel MS 517 N 6th Ave,christa.thornton@edwardjones.com,,Salesforce
11083555,Inactive Investor,Yadira Medina,,J.P. Morgan Securities LLC Miami FL 12610 SW 120th St,yadira.medina@chase.com,,Salesforce
11157755,Inactive Investor,Andrea Boerger,,"Wells Fargo Clearing Services, LLC Toledo OH 7335 Crossleigh Ct",andrea.boerger@wellsfargoadvisors.com,,Salesforce
10999227,Inactive Investor,William Larson,,"MML Investors Services, LLC Omaha NE 1111 N 102nd Ct",wlarson@financialguide.com,,Salesforce
10995919,Inactive Investor,Samuel Cimino,,LPL Financial LLC Grand Island NY 2300 Grand Island Blvd,samuel.cimino@lpl.com,,Salesforce
11155717,Inactive Investor,Deric Langenhorst,,NYLIFE Securities LLC Larchwood IA Private Residence,dplangenhors@ft.newyorklife.com,,Salesforce
339567,,Julie Khazan,"Senior Financial, Investment Strategist","Mediqus Asset Advisors, Inc.",khazan@mediqus.com,312-419-3733,Manual List Upload
10926680,Inactive Investor,Fred Liu,Chief Compliance Officer;Founder;Managing Partner;Portfolio Manager,Hayden Capital,fred.liu@haydencapital.com,,Salesforce
11030559,Inactive Investor,Stephanie Deavila,,J.P. Morgan Securities LLC Katy TX 400 S Mason Rd,stephanie.deavila@jpmorgan.com,,Salesforce
11221730,,Christopher Smock,,,chris.smock@morganstanley.com,,List Import
11016871,Inactive Investor,Michael Kelsall,,"Prudential Annuities Distributors, Inc",michael.kelsall@prudential.com,,Salesforce
11166934,Inactive Investor,Andrew Jurczynski,Financial Solutions Advisor;Retirement Education Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",andrew.jurczynski@ml.com,,Salesforce
350630,,D.J. Lipke,Vice President,Prairie Capital,dlipke@prairie-capital.com,312-360-1133,Manual List Upload
11120852,Inactive Investor,Steven Fox,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",steven.fox@schwab.com,,Salesforce
11003192,Inactive Investor,Ryan Brenner,Financial Planner,Cetera Advisor Networks LLC Haddon Heights NJ 213 White Horse Pike,ryanbrenner@financialguide.com,,Salesforce
10840796,Inactive Investor,Jeremy Rettich,Chief Executive Officer;President;Regulatory Contact,"Virtue Capital Management, LLC",jrettich@virtuecm.com,,Salesforce
9625274,,Horace Gilchrist,,,horacegilchrist@hotmail.com,,List import
241966,,dustin sheppard,,[Unknown],ogtheallfather@gmail.com,,Direct
10821439,Inactive Investor,Nichole Lachance,Financial Advisor,"Ameriprise Financial Services, LLC Syracuse NY 5786 Widewaters Pkwy",nichole.c.lachance@ampf.com,,Salesforce
344162,,William Ziehl,Partner,Northwest Asset Management,william.ziehl@nwasset.com,206-838-3680,Manual List Upload
11080916,Inactive Investor,Stuart Mears,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",stuart.mears@ml.com,,Salesforce
10975091,Inactive Investor,Daniel Cyrulik,,State Farm VP Management Corp. Rochester NY 630 East Ave,,,Salesforce
348300,,Joel Mcneil,Director Of Advisory Services,"Isthmus Partners, Llc",jmcneil@isthmuspartnersllc.com,608-729-0949,Manual List Upload
10905483,Inactive Investor,Michael Mordecai,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",michael.mordecai@firstcitizens.com,,Salesforce
1003365,Inactive Investor,Charles McGarraugh,,Blockchain,charles.mcgarraugh@gmail.com,,3rd Party Lead Gen
9615073,,Mo By,,,moby@bitmart.com,,List import
10939604,Inactive Investor,Nauman Jamil,Chief Compliance Officer;Managing Member,"Financial & Investment Management Services, LLC",,,Salesforce
11159531,Inactive Investor,James Mooney,Chief Investment Officer;Partner,"Autumn Lane Advisors, LLC",,,Salesforce
10763502,Inactive Investor,Charles Minter,Director - Alternative Investments;Financial Advisor;Retirement Director;Senior Vice President - Wealth Management,Morgan Stanley Tallahassee FL 3520 Thomasville Rd,charles.minter@morganstanley.com,,Salesforce
10828054,Inactive Investor,Samantha Porter,,Morgan Stanley Fort Worth TX 3230 Camp Bowie Blvd,,,Salesforce
11162643,Inactive Investor,Arlee Busby,Financial Advisor,Edward Jones Monticello AR 611 W Bolling St,lee.busby@edwardjones.com,,Salesforce
350874,,Brad Kimme,Vice President Chicago,Antares Capital Advisers Llc,bradley.kimme@antares.com,312-889-9920,Manual List Upload
11137626,Inactive Investor,Carlos Zalles,Manager;President,Welcy Capital Advisors LLC Miami FL 1111 Brickell Ave,,,Salesforce
10838546,Inactive Investor,Rayford Johnson,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,rayford.johnson@primerica.com,,Salesforce
11043272,Inactive Investor,Juan Garcia,,"First Command Brokerage Services, Inc. Tempe AZ 1414 W Broadway Rd",jrgarcia@firstcommand.com,,Salesforce
10831192,Inactive Investor,David Kowach,Chief Executive Officer,&Partners Saint Louis MO 7701 Forsyth Blvd,david.kowach@andpartners.com,,Salesforce
11179389,Inactive Investor,Mark Mower,,"Commerce Brokerage Services, Inc.",mark.mower@commercebank.com,,Salesforce
11035946,Inactive Investor,Daniel Stella,Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 18200 45th Ave N",dan.r.stella@ampf.com,,Salesforce
9608677,,Steve O?Leary,,,sroleary76@gmail.com,,List import
11032730,Inactive Investor,Josiah Gorman,,"Raymond James Financial Services, Inc. Lees Summit MO 600 SW Jefferson St",josiah.gorman@raymondjames.com,,Salesforce
333791,,Loretta Besson,Senior Retirement Plan Specialist,"Gouldin & Mccarthy, Llc",loretta@gouldinmccarthy.com,908-630-0200,Manual List Upload
11055773,Inactive Investor,Michael Hurlbert,,MWA Financial Services Inc. Charlotte NC Private Residence,michael.hurlbert@mwarep.org,,Salesforce
9551391,,David Cross,,,dj_cross@americancentury.com,,List import
10901765,Inactive Investor,Mark Butler,Financial Advisor;President,"Butler & Co., Inc.",,,Salesforce
10936586,Inactive Investor,Andrew Stofer,,MWA Financial Services Inc. Mansfield OH 993 Lexington Ave,andrew.stofer@mwarep.org,,Salesforce
11176176,Inactive Investor,Michael Maiden,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",michael.maiden@ml.com,,Salesforce
10956213,Inactive Investor,Michael Davis,,Cetera Advisor Networks LLC Dupont WA 955 Ross Loop,,,Salesforce
11133687,Inactive Investor,Lisandra Gil,Client Service Associate,UBS Financial Services Inc. Miami FL 550 Biltmore Way,lisandra.gil@ubs.com,,Salesforce
10648350,,Jonathan Ten Bosch,,,jonathan.tenbosch@fmr.com,,List Import
11019605,Inactive Investor,Cary Smith,Regional Vice President,PFS Investments Inc. Gainesville GA 6354 J F Jay Rd,cary.smith@primerica.com,,Salesforce
11013069,Inactive Investor,Makshy Mallqui,,J.P. Morgan Securities LLC New York NY 1120 Avenue of the Americas,makshy.mallqui@chase.com,,Salesforce
10850409,Inactive Investor,Bette-Ellen Weiss,Financial Advisor,"Ameriprise Financial Services, LLC Goshen NY 25 Main St",beweiss@ampf.com,,Salesforce
10879702,Inactive Investor,Jodi Collins,Financial Advisor,Edward Jones Yulee FL 463155 State Road 200,jodi.collins@edwardjones.com,,Salesforce
10830131,Inactive Investor,Craig Mapstone,Financial Professional,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",craig.mapstone@equitable.com,,Salesforce
10800646,Inactive Investor,Robin McGeorge,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,robin.mcgeorge@morganstanley.com,,Salesforce
10872487,Inactive Investor,Carmen Torres-Diaz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baton Rouge LA 445 North Blvd",carmen.b.torres@ml.com,,Salesforce
11191928,Inactive Investor,Mark Jannott,Financial Advisor,"Citizens Securities, Inc. Bloomfield Hills MI 39510 Woodward Ave",mark.jannott@citizenssecurities.com,,Salesforce
10834967,Inactive Investor,Veronica Dean,Practice Associate,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",veronica.dean@ampf.com,,Salesforce
10911513,Inactive Investor,Patrick Larkin,,"Cambridge Investment Research, Inc. Bettendorf IA 1717 State St",,,Salesforce
11136647,Inactive Investor,John Flores,,"Northwestern Mutual Investment Services, LLC Corona CA 250 E Rincon St",john.flores@nm.com,,Salesforce
10801261,Inactive Investor,Tami Cale,,UBS Financial Services Inc. Pittsburgh PA 500 Grant St,tami.cale@ubs.com,,Salesforce
9633875,,Mariano Oliver,,,oliver.mariano@gmail.com,,List import
11002195,Inactive Investor,Clover Finch-Foster,,"FBL Marketing Services, LLC Osceola IA 2215 N Main St",clover.finch-foster@fbfs.com,,Salesforce
9599639,,Hans-robert Arndt,,,hans-robert.arndt@arabesque.com,,List import
10878349,Inactive Investor,David Leavitt,,"Osaic Wealth, Inc. Cleveland OH 5900 Landerbrook Dr",,,Salesforce
11091430,Inactive Investor,Robert Shaughnessy,Senior Vice President,Robert W. Baird & Co. Incorporated Bellevue WA 777 108th Ave NE,rshaughnessy@rwbaird.com,,Salesforce
10613138,,Jonathan Chubak,Financial Advisor,,jonathan.chubak@citi.com,,List Import
10914869,Inactive Investor,Edward Uthoff,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11014412,Inactive Investor,Kevin Foland,,"FBL Marketing Services, LLC Grand Island NE 710 N Webb Rd",kevin.foland@fblfinancial.com,,Salesforce
10796179,Inactive Investor,Carmine Ciccolella,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",carmine_ciccolella@ml.com,,Salesforce
11087455,Inactive Investor,Luis Rodriguez,,PFS Investments Inc. Miami FL 7955 NW 12th St,,,Salesforce
11002472,Inactive Investor,Kristofer Hugunin,,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,jacob.hugunin@chase.com,,Salesforce
11014224,Inactive Investor,Bryan Velasco,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",bryan.velasco@empower.com,,Salesforce
11121001,Inactive Investor,Cole Brundage,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",cole.brundage@ampf.com,,Salesforce
9611480,,David Sims,,,spencerwheatley@gmail.com,,List import
5484240,,KIM KO,,,vaweve3746@dmonies.com,9298569596,Web Form Fillout
11153491,Inactive Investor,James Finlay,Financial Advisor;Vice President,"Citizens Securities, Inc. Newark NY 711 W Miller St",james.w.finlay@citizenssecurities.com,,Salesforce
11099621,Inactive Investor,Ronald Heakins,Chief Compliance Officer;President,Oak Tree Investment Advisors,ron@myoaktreeadvisors.com,,Salesforce
11100211,Inactive Investor,Teresa Sanders,,Cetera Advisor Networks LLC Littleton CO 1745 Shea Center Dr,,,Salesforce
10647852,,David Twibell,,,dtwibell@custompg.com,,List import
9597803,,Sanjoy Mallick,,,sanjoy001@gmail.com,,List import
11108952,Inactive Investor,Richard Krafcik,Chief Compliance Officer;Financial Advisor;Managing Member;Managing Partner;President,Cobblestone Asset Management,rich@cobblestoneasset.com,,Salesforce
11136388,Inactive Investor,Vivian Medellin-Perez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9604695,,Shaheen Dhillon,,,shaheen@metarealtyverse.com,,List import
11186145,Inactive Investor,Emily Hendry,,Cetera Advisor Networks LLC Rapid City SD 201 Main St,,,Salesforce
11078413,Inactive Investor,Frances Fuller,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",frances.fuller@schwab.com,,Salesforce
345833,,James Bode,Managing Partner,Beck Bode Llc,jim@bostonra.com,617-209-2224,Manual List Upload
11187520,Inactive Investor,Jeff Grimm,Private Wealth Advisor,LPL Financial LLC Memphis TN 795 Ridge Lake Blvd,jeff.grimm@lpl.com,,Salesforce
10981853,Inactive Investor,Amy Mackay,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",amy.mackay@truist.com,,Salesforce
10844152,Inactive Investor,Michael Harding,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC King of Prussia PA Private Residence",michael.w.harding@ampf.com,,Salesforce
11039037,Inactive Investor,Cristina Meza,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,cristina.meza@fidelity.com,,Salesforce
9545464,,Jeremy Chang,,,jchang@pillarpacific.com,,List import
9545653,,Eric Wong,,,ewong1114@gmail.com,,List import
11081433,Inactive Investor,Winfred Frazier,,MWA Financial Services Inc. Brookhaven MS Private Residence,winfred.l.frazier@mwarep.org,,Salesforce
11111194,Inactive Investor,Emede Carrasco,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,emedeedwardcarrasco@primerica.com,,Salesforce
10896435,Inactive Investor,Michael Brennan,Senior Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,m.brennan@ubs.com,,Salesforce
10796980,Inactive Investor,Neil Pettes,,LPL Financial LLC Wexford PA 1000 Stonewood Dr,neil.pettes@lpl.com,,Salesforce
9598120,,Troy Patton,,The Archer Funds,tpatton@thearcherfunds.com,,List import
10790934,Inactive Investor,Curtis Brockelman,Managing Member,"Harvest Volatility Management, LLC New York NY 420 Lexington Ave",curt.brockelman@hvm.com,,Salesforce
11171202,Inactive Investor,Juliette Romeo,,"LaSalle St Securities, L.L.C. North Aurora IL 888 Bennett Dr",jromeo@lasallest.com,,Salesforce
9604908,,Chris Shevey,,,chrisshevey@gmail.com,,List import
10871776,Inactive Investor,James Reilly,Partner;Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,james.reilly@corient.com,,Salesforce
11159520,Inactive Investor,Clay Hessel,Senior Vice President,"Alera Investment Advisors, LLC",clay.hessel@aleragroup.com,,Salesforce
9564142,,Kerri Sohn,,,kerrisohn@gmail.com,,List import
10866810,Inactive Investor,Conrado Pascual,,PFS Investments Inc. Daly City CA 333 Gellert Blvd,conrado.pascual@primerica.com,,Salesforce
9639214,,Jim Roehner,,,jim.roehner@fcps.edu,,List import
10980153,Inactive Investor,Monica Brazeau,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
150675,,kiran dhanani,,[Unknown],kiran.dhanani@cryppro.com,,source
9632334,,ben Day,,,benjaminday_5@hotmail.com,,List import
11190678,Inactive Investor,Christopher Haney,Financial Advisor,Edward Jones Maysville KY 1931 Old Main St,,,Salesforce
11092508,Inactive Investor,Robert Lebo,Financial Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",robert.d.lebo@wellsfargoadvisors.com,,Salesforce
11085215,Inactive Investor,Manoj Paul,,LPL Financial LLC Syosset NY 6851 Jericho Tpke,manoj.paul@lpl.com,,Salesforce
10873431,Inactive Investor,Michael Ginsberg,Chief Compliance Officer;Financial Planner;President;Secretary,Ginsberg Financial Strategies,michael@mgcfp.com,,Salesforce
346402,,Michael Fusting,Portfolio Manager-equities; Sr. Vp,Corbyn Investment Management Inc,mfusting@greenspringfund.com,410-832-5500,Manual List Upload
87493,,Ronald Rueckert,,Individual,ronalum@uwalumni.com,16088364636,
9593018,,Kirk Edwards,,,montauktennis@gmail.com,,List import
11155127,Inactive Investor,Ashkon Ashrafiuon,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,,,Salesforce
9642388,,ross rae,,,ross.rae@hotmail.com,,List import
11174387,Inactive Investor,Agnes Cahill,Senior Vice President,"Charles Schwab & Co., Inc. Paramus NJ 155 N Rt 17",agnes.cahill@schwab.com,,Salesforce
10856677,Inactive Investor,John Gillion,President;Vice President,Century Investment Planning,,,Salesforce
9563372,,Michael Lucier,,,michael.lucier@fidelity.com,,List import
10940270,Inactive Investor,Amy Hebert,,Cetera Financial Specialists LLC Midland MI 4015 Jefferson Ave,amy.hebert@ceterafs.com,,Salesforce
10872235,Inactive Investor,Chris Talpas,Financial Consultant;Vice President,Santander Securities LLC Easton PA 3120 William Penn Hwy,chris.talpas@santanderinvestments.com,,Salesforce
9588395,,Nazir Safin,,,naz1rsafin@yandex.ru,,List import
10753290,Inactive Investor,Vicky Tsitseras Leonard,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated High Point NC 501 N Main St",vicky_leonard@ml.com,,Salesforce
7044114,,Fawzi Hamze,,,fawzihprivate@gmail.com,,Web Form Fillout
141695,,Gregory Giddens,Financial Advisor,Verity Asset Management,ghgiddens@verityinvest.com,919-636-0950,
10531749,,Ali Farhoumand,Financial Advisor,One Resource Financial Consultants,afarhoumand@orgwm.com,2604780680,List Import
10614203,,David Mills,"Financial Advisor, Vice President - Investments",,david.w.mills@wellsfargoadvisors.com,,List Import
11039019,Inactive Investor,Tina Boeving,,"Osaic Wealth, Inc. Saint Petersburg FL 6414 1st Ave N",,,Salesforce
7113463,,Sabuj Sarif,,,sabujsarif@gmail.com,,Web Form Fillout
10860615,Inactive Investor,Michael Kiessling,Financial Advisor,Edward Jones South Burlington VT 2004 Williston Rd,mike.kiessling@edwardjones.com,,Salesforce
10979373,Inactive Investor,Beau Brink,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11016738,Inactive Investor,Alison Grefsheim,,"Equitable Advisors, LLC Scottsdale AZ 4835 E Cactus Rd",alison.grefsheim@equitable.com,,Salesforce
10775910,Inactive Investor,Mai Her,Senior Investment Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",mai.her@rbc.com,,Salesforce
11142152,Inactive Investor,Jeffrey Johnson,,Cetera Advisors LLC Lafayette LA Private Residence,jeff.johnson@ceteraadvisors.com,,Salesforce
11117762,Inactive Investor,Steven Sarosy,,"Avantax Investment Services, Inc.",,,Salesforce
10634700,,Fabian Cordova,,,cordovaa23@gmail.com,,Web Form Fillout
11005056,Inactive Investor,Janeth Mendoza,,Morgan Stanley New York NY 1585 Broadway,janeth.mendoza@morganstanley.com,,Salesforce
9594813,,Tim Rowsey,,,trowsey@lightwealth.com,,List import
9636987,,Sara Seely,,,sara@eswealth.com,,List import
9634909,,Nick Anderson,,,nandresen@peppertreecapital.com,,List import
340396,,Noah Blitzer,Director,Greenbriar Equity Group,nblitzer@greenbriarequity.com,914-925-9600,Manual List Upload
10996792,Inactive Investor,Joseph Zeidan,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
9611565,,Christopher Gunderson,,,cgunderson@amuletcg.com,,List import
10821754,Inactive Investor,Gabriel Fisher,Financial Advisor,Edward Jones Hot Springs National Park AR 2212 Malvern Ave,gabriel.fisher@edwardjones.com,,Salesforce
10403136,,Kamal Kamal,,,kamalsaini8791k@gmail.com,,Web Form Fillout
11111127,Inactive Investor,Patricia Howe,Founder;Managing Member;Owner,"Howe Financial Advisory, LLC",trish@howefinancialadvisory.com,,Salesforce
10790390,Inactive Investor,Sarah Corso,,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
10787091,Inactive Investor,Kathryn Cosgrove,,Goldman Sachs & Co.,kathryn.cosgrove@gs.com,,Salesforce
10807589,Inactive Investor,Erick Ortez,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",erick.ortez@wellsfargo.com,,Salesforce
9560816,,ML Kim,,,nanminkwan@naver.com,,List import
10661583,,Tasha Henderson,,,tasha.henderson@loopcapital.com,,List Import
10814216,Inactive Investor,Michael Hochstetler,,Focus Financial,mhochstetler@focusfinancial.com,,Salesforce
10662330,,Michael Piershale,,,mike.piershale@apollonwealth.com,,List Import
10984899,Inactive Investor,Yreri Morris,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10487236,,Laurie Mullins,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",laurie_mullins@ml.com,,List Import
10987925,Inactive Investor,Kyle Phillips,,LPL Financial LLC,kyle.phillips@lpl.com,,Salesforce
10978092,Inactive Investor,Camilo Garcia Merlano,,Credicorp Capital LLC,,,Salesforce
10962628,Inactive Investor,Jonathan Warner,Financial Planner,LPL Financial LLC Willmar MN 902 1st St S,jonathan.warner@lpl.com,,Salesforce
217782,,Juan Nunez,,[Unknown],juancnunez@gmail.com,,
10889353,Inactive Investor,Stephen Bergman,Owner;Regional Leader,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,stephen.bergman@primerica.com,,Salesforce
11064245,Inactive Investor,Jeremy Young,Financial Advisor,Edward Jones Reeds Spring MO 62 Elizabeth Way,jeremy.young@edwardjones.com,,Salesforce
11063520,Inactive Investor,Lauren Snowden,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,,,Salesforce
2606135,,Rajkumar Kushwah,,,rajkumarkushwah58316@gmail.com,,
10912968,Inactive Investor,David Chavez,Private Client Advisor,J.P. Morgan Securities LLC Las Vegas NV 7965 Blue Diamond Rd,david.n.chavez@jpmorgan.com,,Salesforce
10783393,Inactive Investor,Jill Shepherd,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11098648,Inactive Investor,Barnet Fishbein,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,barnet.fishbein@ubs.com,,Salesforce
3146954,,Doug Pfaff,,,dpfaff@me.com,2087916615,
10780469,Inactive Investor,Larry Cavalena,,"Raymond James Financial Services, Inc. Dover OH 711 N Wooster Ave",larry.cavalena@raymondjames.com,,Salesforce
11204829,Inactive Investor,Jean Panko,,Neuberger Berman BD LLC,jpanko@nb.com,,Salesforce
11088465,Inactive Investor,Nichole Rucker,Financial Advisor,Edward Jones Ozark MO 105 S 3rd St,nichole.rucker@edwardjones.com,,Salesforce
9577570,,Elaine Duncan,,,duncan.elaine@principal.com,,List import
11126050,Inactive Investor,Clifford Marstiller,,"Westminster Financial Securities, Inc. Elkins WV 102 S Randolph Ave",cmarstiller@westminsterfinancial.com,,Salesforce
10927045,Inactive Investor,Christopher Kehoe,Managing Partner,Value Advisors LLC,chris@valueadvllc.com,,Salesforce
11006034,Inactive Investor,John Sidery,Wealth Advisor,"Legacy Capital Wealth Partners, LLC",johns@legacycapitalwp.com,,Salesforce
10764959,Inactive Investor,William Gaul,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,william.gaul@jpmorgan.com,,Salesforce
10857301,Inactive Investor,Gregory Sardzinski,Senior Vice President;Wealth Management Advisor,"Raymond James & Associates, Inc. Greensboro NC 804 Green Valley Rd",greg.sardzinski@raymondjames.com,,Salesforce
11207172,Inactive Investor,Stephen Davis,Chief Compliance Officer;Chief Executive Officer;President;Principal,"Safe Harbor Asset Management, Inc.",,,Salesforce
9614817,,Stephen Craig,,,stephentcraig@comcast.net,,List import
10971851,Inactive Investor,Joshua Brenner,,"First Bankers' Banc Securities, Inc",,,Salesforce
11212677,Inactive Investor,Ellen Lundgren,Senior Advisor,"Raymond James & Associates, Inc.",ellen.lundgren@raymondjames.com,,Salesforce
9579265,,James Hohman,,,jhohman@alleghenyfinancial.com,,List import
10900324,Inactive Investor,Clark Snitko,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 2260 Douglas Blvd",clark.snitko@ampf.com,,Salesforce
11160319,Inactive Investor,Mark Lavalley,,NYLIFE Securities LLC Portland OR 10260 SW Greenburg Rd,mlavalley@ft.newyorklife.com,,Salesforce
9542921,,James Dewhurst,,,jdewhurst@ayco.com,,List import
11089912,Inactive Investor,Lisa Train,Director;Secretary;Shareholder,Montrose Advisors Inc New York NY 505 Park Ave,,,Salesforce
10998539,Inactive Investor,Lukas Sanner,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11183416,Inactive Investor,Christopher Andrews,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",christopher.andrews2@wellsfargo.com,,Salesforce
10936831,Inactive Investor,Adrian Miller,,PFS Investments Inc. Phoenix AZ 2633 E Indian School Rd,adrian.miller@primerica.com,,Salesforce
225612,,Lewis -,,[[Unknown]],lewis.stess@gmail.com,,Initial Salesforce Import
9600933,,Nabila Puteri,,,nabilaputeri303@gmail.com,,List import
9568085,,John -,,,johnpass@rogers.com,,List import
9598974,,Daniel Corrigan,,,dcorrigan@corriganfinancialinc.com,,List import
11016269,Inactive Investor,Ricardo Jones,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",,,Salesforce
11102536,Inactive Investor,Chad Nicklaus,Enrolled Agent;Financial Planner,LPL Financial LLC Dixon IL 319 W 1st St,chad.nicklaus@lpl.com,,Salesforce
10878806,Inactive Investor,Jose Castruita,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",,,Salesforce
11130245,Inactive Investor,Samuel Soprano,,Park Avenue Securities LLC Belmar NJ 2111 State Rte 34,samuel_soprano@glic.com,,Salesforce
11170237,Inactive Investor,Tyler Coe,,LPL Financial LLC Ormond Beach FL 1301 W Granada Blvd,tyler.coe@lpl.com,,Salesforce
11088280,Inactive Investor,Howard Kidd,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,howard.kidd@fidelity.com,,Salesforce
202318,,Kirk Loomis,,"LaSalle St. Investment Advisors, L.L.C.",kloomis@lasallest.com,405-503-6472,
10950131,Inactive Investor,Shivani Pandiri,,"RBC Capital Markets, LLC",,,Salesforce
9554988,,Harold Slade,,,steveslade@synovus.com,,
10822551,Inactive Investor,Ryan Gilbert,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 1200 Valley W Dr",ryan.gilbert@ampf.com,,Salesforce
7537394,,Christina Johnson,,,pnpubotiztbfuno@bugfoo.com,,Web Form Fillout
10936014,Inactive Investor,Edward Lee,,Vanguard Marketing Corporation,edward_lee@vanguard.com,,Salesforce
11033357,Inactive Investor,Robert Smalanskas,,"IFP Securities, LLC Enola PA 39 Crooked Dr",,,Salesforce
9570966,,ht hy,,,jhw211@naver.com,,List import
11071782,Inactive Investor,Victor Salanovsky,,"Citizens Securities, Inc. Hoboken NJ 221 River St",victor.salanovsky@citizenssecurities.com,,Salesforce
10842649,Inactive Investor,Alexander Smith,,"Northwestern Mutual Investment Services, LLC Chico CA 1074 East Ave",alex.h.smith@nm.com,,Salesforce
10930600,Inactive Investor,Trina Jones,,"Raymond James & Associates, Inc. Little Rock AR 12921 Cantrell Rd",trina.jones@raymondjames.com,,Salesforce
10907515,Inactive Investor,Tyson Fielding,Chief Compliance Officer;President,"Equinox Financial Advisors, Inc.",,,Salesforce
11015490,Inactive Investor,Michael Doherty,,"Regulus Financial Group, LLC Independence OH 6050 Oak Tree Blvd",,,Salesforce
11016056,Inactive Investor,Takiyah Jewsbury,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,takiyahjefferson@primerica.com,,Salesforce
10779239,Inactive Investor,Sean Raynard,,"Northwestern Mutual Investment Services, LLC Sault Sainte Marie MI 531 Ashmun St",sean.raynard@nm.com,,Salesforce
11058666,Inactive Investor,Julie King,,"Raymond James Financial Services, Inc. West Chester OH 9120 Union Centre Blvd",julie.king@raymondjames.com,,Salesforce
1001350,Inactive Investor,Lola West,,WestFuller Advisors,lola@westfulleradvisors.com,,3rd Party Lead Gen
11200385,Inactive Investor,Jonathan Young,Family Wealth Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Columbus OH 4449 Easton Way,jonathan.h.young@morganstanley.com,,Salesforce
11237959,Inactive Investor,Ryan Tillery,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",rtillery@performancetrust.com,,Salesforce
10786955,Inactive Investor,Richard Patterson,,NYLIFE Securities LLC Little Rock AR 13501 Chenal Pkwy,rpatterson@ft.newyorklife.com,,Salesforce
10757420,Inactive Investor,Elizabeth Eden,Chief Executive Officer;Partner;President;Senior Financial Advisor,Diastole Wealth Management,ededen@dwinvest.com,,Salesforce
10806811,Inactive Investor,Kenneth Anderson,,"Kestra Investment Services, LLC Greensboro NC 328 E Market St",,,Salesforce
11016305,Inactive Investor,Jessica Durand,Director - Business Development;Financial Advisor,"Ameriprise Financial Services, LLC Austin MN 329 N Main St",jessica.durand@ampf.com,,Salesforce
11181594,Inactive Investor,Matthew Devine,,"Osaic Wealth, Inc. Calabasas CA 26565 Agoura Rd",,,Salesforce
105015,,david silberg,,Nassau,dsilberg@newbridgesecurities.com,(516) 978-1911,
10811064,Inactive Investor,Leslie Eisen-Abrams,,Morgan Stanley Fairfield CT 1229 Post Rd,leslie.eisen@morganstanley.com,,Salesforce
10487733,,Katie Dillard,"Chief Operating Officer, Director","Hudson Way Capital Management, LLC",kd@hwcapital.com,,List Import
11041759,Inactive Investor,Kason Coulter,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",kason.coulter@nm.com,,Salesforce
10840910,Inactive Investor,Luke Nietz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,luke.nietz@fidelity.com,,Salesforce
146767,,Michael Sanderson,,[Unknown],michaelsa.sanderson@gmail.com,,Event
10760700,Inactive Investor,Tamara Thompson,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria IL 230 Sw Adams St",tamara_thompson@ml.com,,Salesforce
10659699,,Michael Brown,,,michael.j.brown@citi.com,,List Import
11092566,Inactive Investor,Bjorn Hoffman,,Cash App Investing LLC,,,Salesforce
11192127,Inactive Investor,James Thomas,Financial Advisor,Edward Jones Marshall TX 1103 S Washington Ave,stoney.thomas@edwardjones.com,,Salesforce
9624750,,Richard Catalano,,,rickcatalano@gmail.com,,List import
373949,,Vincent Dupontreué,,[Unknown],vincent2804@gmail.com,,source
10852554,Inactive Investor,Cody Tellis,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashville TN 222 2nd Ave S",cody.tellis@ml.com,,Salesforce
10784685,Inactive Investor,George Corrado,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Vero Beach FL 3485 Ocean Dr",george.corrado@schwab.com,,Salesforce
347989,,Tonya Green,"Cash Management, Billing","Harris Preston & Partners, Llc",tgreen@harrispreston.com,512-320-4111,Manual List Upload
9586507,,Chase Meyer,,,cmeyer@mccarthycapital.com,,List import
10892700,Inactive Investor,Ryley Nelson,Financial Advisor,Edward Jones Arlington WA 515 N Olympic Ave,ryley.nelson@edwardjones.com,,Salesforce
11180769,Inactive Investor,Kalieb Crites,,The Huntington Investment Company Findlay OH 2221 Tiffin Ave,kalieb.crites@huntington.com,,Salesforce
11111119,Inactive Investor,David Feinman,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Silverlake Portfolio Advisors LLC,david@silverlakeportfolio.com,,Salesforce
10749629,,Hadley Smith,,,hsmith@circlewm.com,516-419-2281,Web Form Fillout
10881222,Inactive Investor,Sean Sargent,Financial Advisor,LPL Financial LLC Cleveland OH 5339 Ridge Rd,sean.sargent@lpl.com,,Salesforce
10389479,,Vadim Shechter,,,vadim.shechter@gmail.com,,Web Form Fillout
9618347,,Jeffrey Fox,,,jeff@palmersquarecap.com,,List import
9610381,,Thomas Bajus,,,tbajus@janney.com,,List import
10615256,,William McCormack,"Executive Director, Financial Advisor, Senior Vice President",,william.mccormack@morganstanley.com,,List Import
11071013,Inactive Investor,Riky Hanan,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 1277 Treat Blvd",riky.v.hanan@ampf.com,,Salesforce
371493,,Chen Liang,,[Unknown],jiancheng4s@gmail.com,,Google Natural Search
10984344,Inactive Investor,Robert Burns,,J.P. Morgan Securities LLC Venice FL 4203 Tamiami Trl S,robert.matthe.burns@chase.com,,Salesforce
11077220,Inactive Investor,Rebecca Knudson,,State Farm VP Management Corp. Clarkston WA 847 6th St,rebecca.knudson.dk22@statefarm.com,,Salesforce
10782932,Inactive Investor,Herbert Nichols,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",herbert_l_nichols@ml.com,,Salesforce
124172,,Karl Graf,"Principal, Wealth Manager","Modera Wealth Management, Llc",karlg@moderawealth.com,(201) 768-4600,
10990169,Inactive Investor,Jorge Arellano,,"Wells Fargo Clearing Services, LLC Fullerton CA 141 W Bastanchury Rd",,,Salesforce
9551944,,Yuji Chao,,,yuji.chao@uboc.com,,List import
11171720,Inactive Investor,Juan Hernandez,,J.P. Morgan Securities LLC Allen TX 908 W McDermott Dr,,,Salesforce
9604843,,Thomas Kottmeier,,,tom@tomkottmeier.com,,List import
10533476,,Rebecca Motshele,,,boitumotshele@gmail.com,,Web Form Fillout
9574405,,Robert Westfall,,,rwestfall@fscadvisor.com,,List import
9545876,,Roderick Payton,,,roderickpayton@synovus.com,,List import
10919406,Inactive Investor,Acie Hylton,,"Truist Investment Services, Inc. Beckley WV 3849 Robert C Byrd Dr",acie.hylton@truist.com,,Salesforce
346122,,John Rutherford,"Special Member, Chief Operating Officer, Chief Compliance Officer",Strategy Capital Llc,john.rutherford@strategycapital.com,650-917-8700,Manual List Upload
11202687,Inactive Investor,Rachel Anderson,,Vanguard Marketing Corporation,,,Salesforce
11009087,Inactive Investor,Angela Branham,Manager,Thrivent Investment Management Inc.,,,Salesforce
11213225,Inactive Investor,Kevin Harris,,"Avantax Investment Services, Inc. Franklin TN 354 Cool Springs Blvd",,,Salesforce
182223,,Mthandeni Dladla,,[Unknown],mthandeniarmstrong@gmail.com,,Other
11170776,Inactive Investor,Carol Pearson,,PFS Investments Inc. Casper WY 341 E E St,carol.pearson@primerica.com,,Salesforce
10849955,Inactive Investor,Adam Janowitz,Senior Client Associate,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",,,Salesforce
10828942,Inactive Investor,Daniel Renel,,"Concourse Financial Group Securities, Inc. Rochester MI 410 W University Dr",daniel.renel@concoursefinancial.com,,Salesforce
10958930,Inactive Investor,Christopher Pullaro,Co-Founder,"Apollon Wealth Management, LLC Atlanta GA 3525 Piedmont Rd NE",,,Salesforce
9625336,,Mark Glasgold,,,mglasgold@gmail.com,,List import
10944810,Inactive Investor,Charles O'Connor,Chief Operating Officer,"O'Connor Financial Group, LLC",,,Salesforce
10905590,Inactive Investor,Takashi Mori,,"American Capital Partners, LLC New York NY 5 Penn Plz",tmori@acpweb.com,,Salesforce
11195995,Inactive Investor,Louis Santoro,,State Farm VP Management Corp. Los Alamos NM 110 Central Park Sq,,,Salesforce
10791966,Inactive Investor,Gary Rice,Portfolio Manager,Rice Hall James & Associates LLC,garyr@ricehall.com,,Salesforce
10968678,Inactive Investor,Terrin Thies,,State Farm VP Management Corp. Steeleville IL 311 W Broadway,terrinthies@statefarm.com,,Salesforce
11158125,Inactive Investor,Jenna Keene,Private Banker,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,jenna.a.shaker@jpmorgan.com,,Salesforce
10981498,Inactive Investor,Brian Kerins,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,briankerins.team@fidelity.com,,Salesforce
11217520,,Peter Jaworski,,,peter.jaworski@lpl.com,,Other
10615867,,Benjamin Asper,,,ben.asper@chase.com,,List Import
10616557,,Richard Schultz,,,richard.schultz@primerica.com,,List Import
11200198,Inactive Investor,Anna Turco,,"Osaic Wealth, Inc. Van Nuys CA 5420 Sylmar Ave",,,Salesforce
11154382,Inactive Investor,Austin Cheadle,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,acheadle@primerica.com,,Salesforce
11001357,Inactive Investor,Nicholas Lenning,,"Avantax Investment Services, Inc. Seal Beach CA 13924 Seal Beach Blvd",,,Salesforce
338988,,Deborah Ackerman,Member,"Twin Bridge Capital Partners, Llc",dackerman@twinbridgecapital.com,312-284-5600,Manual List Upload
10757775,Inactive Investor,John Biondo,,LPL Financial LLC Woodbury NY 100 Sunnyside Blvd,john.biondo@lpl.com,,Salesforce
10994281,Inactive Investor,Michael Paraschak,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_paraschak@vanguard.com,,Salesforce
10486835,,Christopher Cervantes,Managing Director,Hilltop Securities Inc.,ccervantes@swst.com,,List Import
10968523,Inactive Investor,Aaron Gallegos,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
167562,,MICHAEL CHEW,,[Unknown],michael.s.chew@gmail.com,,Organic Search
10799138,Inactive Investor,Mark Eveans,Chief Investment Officer;Co-Chief Investment Officer;Director;President;Regulatory Contact;Senior Portfolio Manager,"Meritage Portfolio Management, Inc.",meveans@meritageportfolio.com,,Salesforce
11056474,Inactive Investor,Randolph Coale,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Mobile AL 11 N Water St,ben.coale@morganstanley.com,,Salesforce
10932689,Inactive Investor,Erik Ramnauth,Financial Advisor,"Pruco Securities, LLC. Riverview FL Private Residence",erik.ramnauth@prudential.com,,Salesforce
4945765,,Andres Martinez,,,am2012720@gmail.com,,Web Form Fillout
11124934,Inactive Investor,Joel Cope,Financial Advisor,"Wells Fargo Clearing Services, LLC Macungie PA 301 E Main St",joel.cope@wellsfargo.com,,Salesforce
10800199,Inactive Investor,Joseph Bourque,Chief Compliance Officer;Investment Specialist,Worcester Advisors,jbourque@worcesteradvisors.com,,Salesforce
11025834,Inactive Investor,Riley Clark,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",riley.clark@wfadvisors.com,,Salesforce
9548689,,Christian Anderson,,,christian.anderson@highmarkcapital.com,,List import
9541325,,Jeff Marcotte,,,marketvalue845564@protonmail.com,,List import
10782711,Inactive Investor,Cameron Johnson,Chief Compliance Officer;Chief Executive Officer;Principal,"Quest Investment Management, LLC",,,Salesforce
11134236,Inactive Investor,Karen Gaspar,,"Wells Fargo Advisors Financial Network, LLC Charlottesville VA 1405 Rolkin Ct",,,Salesforce
10616691,,Lawrence Zelen,,,lawrence_n_zelen@ml.com,,List Import
11017606,Inactive Investor,Alexander Huff,Financial Advisor,Edward Jones Bella Vista AR 1725 Forest Hills Blvd,alexander.huff@edwardjones.com,,Salesforce
11107840,Inactive Investor,Harry Skopas,Associate,Morgan Stanley New York NY 55 E 52nd St,harry.skopas@morganstanley.com,,Salesforce
370956,,Jordan Katz,,United States,jordankatz51@yahoo.com,,Salesforce
10943405,Inactive Investor,Frederick Landwehr,Financial Advisor,LPL Financial LLC Brookfield CT 246 Federal Rd,frederick.landwehr@lpl.com,,Salesforce
10968193,Inactive Investor,Antonio Salcfas,Client Service Associate,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,antonio.salcfas@jpmorgan.com,,Salesforce
10821950,Inactive Investor,Paul Scaglione,,"Truist Investment Services, Inc. Atlanta GA 6240 Roswell Rd",,,Salesforce
11110305,Inactive Investor,Hector Cuevas,International Wealth Management Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",,,Salesforce
10898841,Inactive Investor,Martina Bishopp,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10904604,Inactive Investor,Andrew Petralia,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,,,Salesforce
10826117,Inactive Investor,James Hill,Financial Advisor,Morgan Stanley Richmond VA 901 E Byrd St,jim.hill@morganstanley.com,,Salesforce
3580053,,Damon Lee,,,profitmerchants@usa.com,,Web Form Fillout
10773881,Inactive Investor,Steven Duncan,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",sduncan@ampf.com,,Salesforce
11058502,Inactive Investor,Clayton Ebling,,"M Holdings Securities, Inc. Plymouth Meeting PA 5 Apollo Rd",clayton.ebling@mfin.com,,Salesforce
9561304,,Janice Garringer,,,jgarringer@sigmarep.com,,List import
10910519,Inactive Investor,Nina Rahman,,NYLIFE Securities LLC Dallas TX 4849 Greenville Ave,,,Salesforce
9584814,,Ariana Segura,,,seguraarianamaria@icloud.com,,List import
196551,,Louis Hsu,,[Unknown],louishsu85@gmail.com,,
11151949,Inactive Investor,Sarah Damsgaard,,Morgan Stanley Mequon WI Private Residence,,,Salesforce
234533,, -,,[[Unknown]],saeid.zolgadr20@gmail.com,,Organic Search
9547506,,Bruce Meyer,,,bmeyer@bpadvisors.com,,List import
11068682,Inactive Investor,Kristen Roder,Relationship Manager;Vice President,"Curi RMB Capital, LLC",,,Salesforce
10902581,Inactive Investor,Bradley King,,LPL Financial LLC Rockford IL 3202 McFarland Rd,bradley.king@lpl.com,,Salesforce
11123193,Inactive Investor,Michael Aldrich,,J.P. Morgan Securities LLC Phoenix AZ 12240 N Tatum Blvd,,,Salesforce
10867354,Inactive Investor,Jana Liebl-Witney,,"Principal Securities, Inc. Oconomowoc WI 1815 Executive Dr",witney.jana@principal.com,,Salesforce
10989844,Inactive Investor,Denish Patel,Associate,Neuberger Berman BD LLC,denish.patel@nb.com,,Salesforce
9589354,,Clint Carlson,"President, Chief Investment Officer","Carlson Capital, L.p.",ccarlson@carlsoncapital.com,,List import
11213507,Inactive Investor,James Sprinkel,Managing Partner;Member,Scarborough Capital Management,jsprinkel@scmadvice.com,,Salesforce
9606463,,? ?,,,971420116@qq.com,,List import
11042756,Inactive Investor,Joseph Hart,,"Allstate Financial Services, LLC Union SC 209 N Duncan Byp",josephhart@allstate.com,,Salesforce
9598796,,Sebastian Salgado,,,sebastian.salgado@payclip.com,,List import
9627669,,Gustavo Ricotta,,,gustavo.ricotta@genial.com.vc,,List import
10918214,Inactive Investor,Dustin Whiteside,Financial Advisor,Thrivent Investment Management Inc. Rapid City SD 2210 Jackson Blvd,dustin.whiteside@thrivent.com,,Salesforce
10879271,Inactive Investor,Kyle Walchli,Section Manager;Vice President,The Huntington Investment Company Akron OH 3 Cascade Plz,kyle.w.walchli@huntington.com,,Salesforce
10827352,Inactive Investor,Theresa Wiedmann,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,twiedmann@lincolninvestment.com,,Salesforce
11066874,Inactive Investor,Edwin Decker,,"Raymond James Financial Services, Inc. College Station TX 526 University Dr E",edwin.decker@raymondjames.com,,Salesforce
11128219,Inactive Investor,Mark Brezina,Financial Advisor,Morgan Stanley Houston TX 16055 Space Center Blvd,,,Salesforce
11159036,Inactive Investor,Margaret Liu,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,margaret.liu@jpmorgan.com,,Salesforce
232998,, -,,[Unknown],lwright@jnlservicesllc.com,,
10811939,Inactive Investor,Nathan Zeeb,Financial Advisor,"Wells Fargo Clearing Services, LLC Sioux Falls SD 6320 S Western Ave",nathanzeeb@wellsfargo.com,,Salesforce
9600121,,Matthew Dunn,,,matthew.dunn@fiwealth.com,,List import
9558798,,Robert Pitzer,,,robert.pitzer@suntrust.com,,List import
10754122,Inactive Investor,Patrick McHale,Financial Advisor,Edward Jones Westerville OH 465 N Cleveland Ave,patrick.mchale@edwardjones.com,,Salesforce
11076287,Inactive Investor,John Montemarano,,Sigma Financial Corporation Palm Harbor FL 3490 E Lake Rd,jmontemarano@sigmarep.com,,Salesforce
10965715,Inactive Investor,Robert Delsordi,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",robert.delsordi@nm.com,,Salesforce
341862,,Ryan Berman,Vice President,Arsenal Capital Management Lp,rberman@arsenalcapital.com,212-771-1717,Manual List Upload
10926540,Inactive Investor,Jackson Brazell,Financial Consultant,"Charles Schwab & Co., Inc. Irmo SC 952 Lake Murray Blvd",,,Salesforce
204789,,Davood Kohan,,[Unknown],davoodaefa@aol.com,,
4655795,,erwin oviedo,,,erwinoviedo2@gmail.com,,Web Form Fillout
10972871,Inactive Investor,Donna Williams,Investment Advisor Representative;Regulatory Contact,Waverley Wealth Management LLC,robin@waverleywealth.com,,Salesforce
10813088,Inactive Investor,Robert Stribling,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Macon GA 6055 Lakeside Commons Dr,robert.w.stribling@morganstanley.com,,Salesforce
11114925,Inactive Investor,Stephen Page,Registered Client Associate,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",stephen.page@wellsfargo.com,,Salesforce
11163054,Inactive Investor,Richard Jackson,Financial Planner;Owner,"Jackson & Associates, Inc.",,,Salesforce
11084450,Inactive Investor,Dion Collins,,James Curtis Financial and Insurance Services Fullerton CA 612 Del Rio Way,dion@jamescurtisenterprises.com,,Salesforce
10878795,Inactive Investor,Andres Llanos,Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,andres.llanos@ubs.com,,Salesforce
9641764,,Sarah Austin,,,impulse.sarah@gmail.com,,List import
10854961,Inactive Investor,Larry Thompson,Wealth Advisor,Agdeavor Investments Columbus OH 5898 Cleveland Ave,,,Salesforce
11167613,Inactive Investor,Xiaoqing Cao,,Joseph Stone Capital L.L.C. New York NY 29 Broadway,,,Salesforce
11141882,Inactive Investor,Mark Erikson,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",m_erikson@ml.com,,Salesforce
11052613,Inactive Investor,Ann Nolan,,State Farm VP Management Corp. Chicago IL 1631 N Milwaukee Ave,annnolan@statefarm.com,,Salesforce
11160604,Inactive Investor,David Brumme,Financial Consultant;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Springfield IL 3038 Spring Mill Dr",david.brumme@benjaminfedwards.com,,Salesforce
10903571,Inactive Investor,Roger Diehl,,"Pruco Securities, LLC. Taneytown MD 239 E Baltimore St",roger.diehl@prudential.com,,Salesforce
11209114,Inactive Investor,Stanley Altmark,Chief Compliance Officer;Partner;Principal,"Joel Isaacson & Co., LLC",stan@joelisaacson.com,,Salesforce
9599306,,John Bussel,,,johnb@teamhewins.com,,List import
11048569,Inactive Investor,James Nastasi,Senior Vice President,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,james.nastasi@ubs.com,,Salesforce
11006775,Inactive Investor,David Owen,Associate,Edward Jones Brigham City UT 86 S Main St,,,Salesforce
11141258,Inactive Investor,Ryan Yasukawa,Financial Advisor,"U.S. Bancorp Advisors, LLC Hollister CA 300 Tres Pinos Rd",ryan.yasukawa@uboc.com,,Salesforce
11198153,Inactive Investor,Daniel Schiff,,"KCD Financial, Inc. San Jose CA 950 S Bascom Ave",,,Salesforce
10876071,Inactive Investor,Spencer Bratcher,,"Raymond James Financial Services, Inc. Fayetteville AR 3878 N Crossover Rd",spencer.bratcher@raymondjames.com,,Salesforce
10792011,Inactive Investor,Paul Fimognari,,NYLIFE Securities LLC Winter Park FL 1201 S Orlando Ave,pfimognari@ft.newyorklife.com,,Salesforce
10986324,Inactive Investor,Hai Pham,,J.P. Morgan Securities LLC Westminster CA 6951 Bolsa Ave,hai.h.pham@chase.com,,Salesforce
10969787,Inactive Investor,Roberta Ford,,Santander Securities LLC Somerville NJ 20 Veterans Memorial Dr E,rford@santander.us,,Salesforce
10775197,Inactive Investor,Brian Nelson,Chief Investment Officer;Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,bnelson@rockco.com,,Salesforce
11048724,Inactive Investor,Scott Below,Chief Investment Advisor;Chief Investment Analyst,"Kiely Wealth Advisory Group, Inc.",sbelow@thekielygroup.com,,Salesforce
10797712,Inactive Investor,Nathan Hooker,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Germantown TN 6815 Poplar Ave",nat.hooker@rbc.com,,Salesforce
9601498,,Gregory Stroh,,,gstroh@capitalmanagement.com,,List import
10877850,Inactive Investor,Christopher Ferguson,Senior Wealth Management Advisor,"Visionary Wealth Advisors, LLC Overland Park KS 7600 W 110th St",chris.ferguson@vwa-llc.com,,Salesforce
10809940,Inactive Investor,James Wood,Financial Advisor,Edward Jones Flushing MI 121 E Main St,,,Salesforce
10832121,Inactive Investor,Steven Tufts,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Batavia NY 21 Masse Pl",steven_tufts@ml.com,,Salesforce
10927106,Inactive Investor,Ryan Honken,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
10761842,Inactive Investor,Ryan Allen,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Sacramento CA 300 University Ave,rallen@rwbaird.com,,Salesforce
10860476,Inactive Investor,Christopher Martin,,"Centaurus Financial, Inc. Apple Valley CA 16191 Kamana Rd",cmartin@cfiemail.com,,Salesforce
11088297,Inactive Investor,Shirley Williams,Director;Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",shirley_williams@ml.com,,Salesforce
11129013,Inactive Investor,Tina Ferrell,,"Osaic Wealth, Inc. Baton Rouge LA 4041 Essen Ln",,,Salesforce
10620599,,Tsvetan Valchev,,,tvalchev@topiabros.com,,Web Form Fillout
11144127,Inactive Investor,Jonathan Ward,,Cetera Advisor Networks LLC Tallahassee FL 6625 Pisgah Church Rd,jonathanward@financialguide.com,,Salesforce
10696086,,Joseph Hickman,,REAVES ASSET MANAGEMENT,jhickman@whreaves.com,,List Import
11139902,Inactive Investor,Evelyn Davies,,PFS Investments Inc. Wilmington DE 1203 N Orange St,edavies@primerica.com,,Salesforce
10943170,Inactive Investor,Jeremy Bonesteel,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11196840,Inactive Investor,Neto Mateo,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9619723,,Ebr Pat,,,patelebr2@gmail.com,,List import
10933149,Inactive Investor,Bradley Roberts,Financial Advisor,LPL Financial LLC Toledo OH 4149 N Holland Sylvania Rd,bradley.roberts@lpl.com,,Salesforce
10813318,Inactive Investor,William Anast,Financial Advisor,"MML Investors Services, LLC Orange CA 631 E Chapman Ave",wanast@massmutual.com,,Salesforce
335312,,Jennifer Martin,"Member, Human Resources",Alliant Retirement Consulting,jmartin@alliantinsurance.com,713-470-4208,Manual List Upload
170034,,LEE PENGFEI,,[Unknown],zhongyinglou@gmail.com,,Organic Search
223121,,Saqib Khan,CEO,Swiss Wealth Management AG,saqib.khan@swissmoney.com,,
11036257,Inactive Investor,Damon Tomeo,,"Ameritas Investment Company, LLC Peoria IL 7800 N Sommer St",damon.tomeo@ameritas.com,,Salesforce
11171212,Inactive Investor,George Bodajlo,,"Bankers Life Securities, Inc. Beachwood OH 25101 Chagrin Blvd",george.bodajlo@bankerslife.com,,Salesforce
1001639,Inactive Investor,Robert Newman,Vice President & Research Manager,Promus Holdings,rnewman@promuscapital.com, +1 312 662 5497,Manual List Upload
11140088,Inactive Investor,Joshua Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 2065 E 79th St",,,Salesforce
10612599,,Vincent Dotti,Financial Advisor,,vincent.j.dotti@ampf.com,,List Import
9644806,,Jeffrey Enslin,,,jeff@perimetrecapital.com,,List import
10611611,,Patrick Duff,"Financial Advisor, Senior Vice President - Wealth Management",,patrick.duff@ubs.com,,List Import
10850545,Inactive Investor,Doug Eidd,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",doug.eidd@tiaa.org,,Salesforce
11195785,Inactive Investor,Holly Kimsey,Financial Specialist,"Wells Fargo Clearing Services, LLC Dalton GA 1305 W Walnut Ave",holly.kimsey@wellsfargoadvisors.com,,Salesforce
10819168,Inactive Investor,Reshard Grant,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",reshard.grant@schwab.com,,Salesforce
373896,,Bruce Rowe,,[Unknown],buy4bruce@gmail.com,,source
211522,,Erica Matthews,VP,Gopuff,ericammatthews@gmailc.com,,Content
11078556,Inactive Investor,Gary Gesinski,,"Osaic Wealth, Inc. Mount Pleasant PA 550 N Church St",,,Salesforce
10789296,Inactive Investor,Stuart Strickland,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",stuart.strickland@wellsfargoadvisors.com,,Salesforce
11111590,Inactive Investor,Rochelle Hansen,,LPL Financial LLC Lexington NE 500 N Washington St,rochelle.hansen@lpl.com,,Salesforce
10845830,Inactive Investor,Christopher Beaudry,,"Charles Schwab & Co., Inc. Savannah GA 7150 Hodgson Memorial Dr",,,Salesforce
9612747,,Al Najaferon,,,a12najafi@yahoo.com,,List import
9587458,,robert paulson,,,realrobertpaulson@protonmail.com,,List import
10873391,Inactive Investor,Norman Hill,Financial Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 William St",norman.l.hill@ampf.com,,Salesforce
11210568,Inactive Investor,Collin Pearce,Director - Investments and Operations,"Northwestern Mutual Investment Services, LLC Raleigh NC 1201 Edwards Mill Rd",collin.pearce@nm.com,,Salesforce
48947,,Lynnette Mahlke,Financial Consultant,Thrivent Investment Management Inc.,lynnette.mahlke@thrivent.com,651-738-7379,
9546943,,Radis Laoboonmee,,,pun.laoboonmee@gmail.com,,List import
11051734,Inactive Investor,Michael Church,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
10613887,,Mariel Izquierdo,Financial Advisor,,mariel.izquierdo@ubs.com,,List Import
10819894,Inactive Investor,Jonathan Brochstein,Chief Compliance Officer;Managing Member;Managing Principal,"Weston Wealth Advisors, LLC",jonathan.brochstein@westonwealth.com,,Salesforce
10774952,Inactive Investor,Jean Cohen,Financial Advisor,"Wells Fargo Clearing Services, LLC New Orleans LA 1250 Poydras St",jean.g.cohen@wellsfargoadvisors.com,,Salesforce
11173867,Inactive Investor,Heath Jensen,Consultant,Azure Wealth Management,heath@azurewm.com,,Salesforce
11232330,Inactive Investor,Samuel Chamberlain,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
9644740,,Ilir Xholi,,,ilir.xholi@gs.com,,List import
10821191,Inactive Investor,Micheal Mcwilliams,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",micheal.mcwilliams@ml.com,,Salesforce
11145501,Inactive Investor,Ardaches Peltekian,Financial Advisor;Senior Vice President,Morgan Stanley La Jolla CA 1111 Prospect St,ardaches.peltekian@morganstanley.com,,Salesforce
10921848,Inactive Investor,Arthur Dossman,Financial Advisor,Edward Jones Chillicothe OH 1655 N Bridge St,john.dossman@edwardjones.com,,Salesforce
10873669,Inactive Investor,Michael Harris,,State Farm VP Management Corp. Normal IL 400 Kingsley St,michael.harris.ltug@statefarm.com,,Salesforce
246224,,Not Provided,Financial Advisor,IGS Financial,a_iglai@sbcglobal.net,,Manual List Upload
2751177,,Maksim Mizgirev,,,speakers@blockchain-life.com,,
10895920,Inactive Investor,Myrissa Ranch,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9645458,,Richard Copley,,,richardcopley89@yahoo.co.uk,,List import
11057301,Inactive Investor,Richard Adair,,PFS Investments Inc. Ridgeland MS 707 Beau Pre Dr,richard.adair@primerica.com,,Salesforce
11078530,Inactive Investor,Christina Pontious,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",christina.pontious@prudential.com,,Salesforce
11109527,Inactive Investor,Brandon Salyers,Financial Advisor,"Voya Financial Advisors, Inc. Miamisburg OH 10100 Innovation Dr",brandon.salyers@voyafa.com,,Salesforce
241686,,David Atkinson,,[Unknown],coldavida@yahoo.com,,source
10754445,Inactive Investor,Alec Moulton,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",alec.moulton@ml.com,,Salesforce
10919437,Inactive Investor,Kirk Norwood,,"Allstate Financial Services, LLC Irving TX 851 Lake Carolyn Pkwy",kirknorwood@allstate.com,,Salesforce
10922524,Inactive Investor,Andres Castillo,Vice President,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",andres.castillo@raymondjames.com,,Salesforce
10995714,Inactive Investor,Stephanie Shaw,,SECU Brokerage Services Flat Rock NC 90 Commercial Blvd,stephanie.shaw@ncsecu.org,,Salesforce
212503,,Heidi Benitez,,self,heidibenitez@me.com,8176821491,
11123941,Inactive Investor,Rosalin Singh,,J.P. Morgan Securities LLC Dacula GA 3555 Braselton Hwy,rosalin.singh@chase.com,,Salesforce
10941214,Inactive Investor,Nicholas Lotrecchiano,Investment Associate,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,,,Salesforce
11048648,Inactive Investor,Paul Neely,,PFS Investments Inc. Phoenix AZ 5225 N Central Ave,paul.neely@primerica.com,,Salesforce
11052565,Inactive Investor,Dana Grimsrud,Financial Advisor,United Planners' Financial Services of America A Limited Partner Rochester MN 1741 2nd St SW,,,Salesforce
11184748,Inactive Investor,Stephen Cook,,State Farm VP Management Corp. Saratoga Springs NY 6 Franklin Sq,steve.cook.u82a@statefarm.com,,Salesforce
10776611,Inactive Investor,Joseph Swaro,Financial Advisor,"Wells Fargo Clearing Services, LLC Dublin OH 6515 Longshore Loop",rick.swaro@wellsfargoadvisors.com,,Salesforce
9629569,,Lawal Isiya,,,lawal.isiyaytm@gmail.com,,List import
10788734,Inactive Investor,Mark Robbins,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 12531 High Bluff Dr",mark.robbins@wellsfargoadvisors.com,,Salesforce
9616648,,Mike Leveroos,,,mikeleveroos@yahoo.com,,List import
10793275,Inactive Investor,Michael Whitney,Director - Research;Partner,NBW Capital LLC,mwhitney@taylorinvestments.com,,Salesforce
10976197,Inactive Investor,Ahmad Abdallah Bazzar,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,ahmad_abdallah-bazzar@vanguard.com,,Salesforce
11159487,Inactive Investor,Benjamin Richardson,Chief Investment Officer;Managing Member;Partner;Portfolio Manager,Boston Family Office LLC,benr@bosfam.com,,Salesforce
10813426,Inactive Investor,John Barry,Chief Executive Officer;President;Regulatory Contact,American Investment Services Inc,johnb@americaninvestment.com,,Salesforce
371687,,Jung-Min Kim,,United States,jmk263@nyu.edu,,Salesforce
10894422,Inactive Investor,Robert Brooks,Chief Compliance Officer;Managing Director;Managing Member;Principal,The Financial Group,,,Salesforce
194155,,Christopher Csenge,Financial Planner,"Csenge Advisory Group, LLC",chris@csenge.com,727-437-6000,
353350,,Nima Montazeri,,Brown Stone Capital LP,nima@brownstonecapital.net,,
11205958,Inactive Investor,Chase Sinquefield,,"Raymond James Financial Services, Inc. Murfreesboro TN 214 W College St",chase.sinquefield@raymondjames.com,,Salesforce
10986519,Inactive Investor,Mariacristina Abog,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,mabog@primerica.com,,Salesforce
10765467,Inactive Investor,Joanne Shimada,Financial Consultant,LPL Financial LLC Honolulu HI 2961 E Manoa Rd,joanne.shimada@lpl.com,,Salesforce
10868458,Inactive Investor,Heidy Frank,Financial Advisor;Financial Planning Specialist,Morgan Stanley Miami FL 220 Alhambra Cir,heidy.frank@morganstanley.com,,Salesforce
11206038,Inactive Investor,Anthony Dibernardo,,LPL Financial LLC Newport Beach CA 333 Bayside Dr,anthony.dibernardo@lpl.com,,Salesforce
11097843,Inactive Investor,Joseph Cobb,,Cetera Investment Services LLC Birmingham AL 601 Lakeshore Pkwy,,,Salesforce
1004809,Inactive Investor,Craig Effron,Managing Partner,Craig Effron,ceffron@scogcap.com,1-212-355-5686,Initial Salesforce Import
10619109,,Roberto Barbanente,,,roberto.barbanente@morganstanley.com,,List Import
11230549,Inactive Investor,Amado Delgado-Manzanares,Financial Professional,"Pruco Securities, LLC. Englewood CO 8000 S Chester St",amado.delgado-manzanares@prudential.com,,Salesforce
11014907,Inactive Investor,Stephen Novak,,PFS Investments Inc. Hamden CT 105 Sanford St,stephen.novak@primerica.com,,Salesforce
11236947,Inactive Investor,Preston Rhoades,Investment Advisor,Vista Cima Wealth Management LLC,,,Salesforce
11221122,,Elizabeth Fugenschuh,,,betsy.cox@intellicents.com,,List Import
11102631,Inactive Investor,Theodore Arch,,"Cambridge Investment Research, Inc. Woodstock GA Private Residence",rarch@cambridgesecure.com,,Salesforce
11055312,Inactive Investor,Rosann Rodriguez,,Goldman Sachs & Co.,rosann.rodriguez@gs.com,,Salesforce
10804588,Inactive Investor,Andrew Groundwater,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11042656,Inactive Investor,Erich Stout,Financial Advisor,"Valeo Financial Advisors, LLC",erich.stout@valeofinancial.com,,Salesforce
10936227,Inactive Investor,Tricia Macaluso,,"Ameriprise Financial Services, LLC Downers Grove IL 2001 Butterfield Rd",tricia.macaluso@ampf.com,,Salesforce
10805063,Inactive Investor,Aaron Jang,Financial Advisor;Senior Portfolio Manager;Senior Vice President;Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,aaron.jang@morganstanley.com,,Salesforce
10801737,Inactive Investor,Howard Goldman,,"Northwestern Mutual Investment Services, LLC Owings Mills MD 10045 Red Run Blvd",buddy.goldman@nm.com,,Salesforce
9558632,,Chad Clary,,,chad.clary@syntal.com,,List import
10510575,,Mike Broderick,Principal,Turtair Capital Advisors,mbroderick@turtair.com,,List Import
4479,, -,,[[Unknown]],jungkurth@aol.com,,Initial Salesforce Import
11187378,Inactive Investor,Altan Od Baatar,,J.P. Morgan Securities LLC Dublin CA 7600 Dublin Blvd,,,Salesforce
10,,,,,k.scotty03@cajsoft2020.plus.com,,
11014567,Inactive Investor,Wilson Allen,,"Allstate Financial Services, LLC Richardson TX 291 W Renner Rd",wilsonallen@allstate.com,,Salesforce
10806907,Inactive Investor,Stephen Smith,Senior Financial Consultant,Lesko Securities Inc.,ssmith@leskofinancial.com,,Salesforce
9590132,,Christopher Siriani,,,csiriani@nicpartners.com,,List import
9646949,,Allison Terlip,,,aterlip@financialguide.com,,List import
11075070,Inactive Investor,Lee Yang,,"Mutual of Omaha Investor Services, Inc. Oshkosh WI Private Residence",lee.yang@mutualofomaha.com,,Salesforce
10970942,Inactive Investor,Brian Smith,,LPL Financial LLC Goodlettsville TN 300 Northcreek Blvd,,,Salesforce
11177863,Inactive Investor,Belva Barned,Associate Financial Advisor,"Ameriprise Financial Services, LLC East Meadow NY 90 Merrick Ave",belva.j.barned@ampf.com,,Salesforce
10883877,Inactive Investor,Dustin Stewart,Financial Advisor,Edward Jones Ottumwa IA 1255 N Elm St,dustin.stewart@edwardjones.com,,Salesforce
10909984,Inactive Investor,Ben B Kim,,"Western International Securities, Inc. Cerritos CA 17315 Studebaker Rd",bkim@wisdirect.com,,Salesforce
10944511,Inactive Investor,Benjamin Decker,Financial Advisor,Park Avenue Securities LLC Mount Pleasant SC 1036 Lansing Dr,benjamin_decker@glic.com,,Salesforce
10888377,Inactive Investor,Jeffrey Mumma,,LPL Financial LLC Yukon OK Private Residence,jeff.mumma@lpl.com,,Salesforce
11040561,Inactive Investor,Johan Leon Oliveros,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,jleon.68vps@primerica.com,,Salesforce
10807041,Inactive Investor,Elizabeth Voynov,,Goldman Sachs & Co.,elizabeth.hawkins@gs.com,,Salesforce
10877441,Inactive Investor,Sudhir Pai,Managing Partner,MyTimeEquity,spai@mytimeequity.com,,Salesforce
10901822,Inactive Investor,Genna Kranis,Senior Wealth Strategy Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11183538,Inactive Investor,Ernest Cruikshank,Senior Advisor,Silvercrest Asset Management Group LLC Princeton NJ 821 Alexander Rd,ecruikshank@silvercrestgroup.com,,Salesforce
10487025,,Pamela Natvig,Private Client Banker,J.P. Morgan Securities LLC,pamela.l.frederick@chase.com,,List Import
10775057,Inactive Investor,David Tremblay,,Fidelity Brokerage Services LLC Littleton MA 820 Constitution Ave,david.tremblay@fidelity.com,,Salesforce
10871323,Inactive Investor,Carmelo Alvarez,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
9545468,,Jason Lefton,,,jlefton@evokeadvisors.com,,List import
9555988,,Randall Hobbs,,,rhobbs.personal@gmail.com,,List import
10760661,Inactive Investor,Brian Duff,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brian.m.duff@jpmorgan.com,,Salesforce
10779368,Inactive Investor,Donna Cintio,,"Osaic Wealth, Inc. Medford NY 1733 N Ocean Ave",,,Salesforce
11122695,Inactive Investor,Alexandros Pericleous,Associate Financial Advisor,"Ameriprise Financial Services, LLC Miamisburg OH 3045 Newmark Dr",alexandros.pericleous@ampf.com,,Salesforce
11051508,Inactive Investor,William Stagner,Managing Member,Stagner Financial Advisory,ray@stagnerfinancial.com,,Salesforce
10614939,,John Robards,"Director - Alternative Investments, Financial Advisor, International Client Advisor, Portfolio Manager, Vice President",,john.m.robards@morganstanley.com,,List Import
10350608,,Anastasia Volgemut,,,anastasia@metagaming.io,,Web Form Fillout
11068472,Inactive Investor,David Vafiadis,,"MML Investors Services, LLC Philadelphia PA 510 Walnut St",,,Salesforce
10839877,Inactive Investor,Michael Capriotti,Financial Advisor,"Private Portfolio Partners, LLC Vineland NJ 1028 E Landis Ave",,,Salesforce
10813160,Inactive Investor,Jared Onorato,Senior Client Associate;Vice President,Commonwealth Financial Network Reston VA 1775 Wiehle Ave,jared.onorato@wellsfargoadvisors.com,,Salesforce
238147,, -,,[[Unknown]],mbadalian@hotmail.com,,
10762277,Inactive Investor,Julianna Marks,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",julie_marks@ml.com,,Salesforce
10617311,,Kathy Schickerling,,,kathy.schickerling@ampf.com,,List Import
10754358,Inactive Investor,Howard Romero,Financial Advisor,LPL Financial LLC Tustin CA 17291 Irvine Blvd,ken.romero@lpl.com,,Salesforce
9589244,,Bill Jacobs,,,bjacobs@jacobsadvisor.com,,List import
11210795,Inactive Investor,James Wood,,"Truist Investment Services, Inc. Virginia Beach VA 948 Laskin Rd",,,Salesforce
9545189,,Olawande Adelusi,,,adelusiolawande@yahoo.com,,List import
9549357,,Rusty Hood,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Frisco TX 2591 Dallas Pkwy",rusty.hood@transamerica.com,818-451-3661,List import
9552368,,Christopher Conness,,,grant@askglobalwealth.com,,List import
9606497,,Mark Willbanks,,,markwillbanks@gmail.com,,List import
9579240,,Charles Embs,,,chuck@chesme.com,,List import
11064032,Inactive Investor,Cody Crews,Wealth Advisor,LPL Financial LLC Atlanta GA 3535 Peachtree Rd NE,cody.crews@lpl.com,,Salesforce
11015919,Inactive Investor,Dylan Rose,,Thrivent Investment Management Inc. Decatur IN 203 N 12th St,dylan.rose@thrivent.com,,Salesforce
10765791,Inactive Investor,Matthew Volk,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MO 2804 Forum Blvd",matthew.volk@ml.com,,Salesforce
10925661,Inactive Investor,Ryan Bruursema,,"Osaic Institutions, Inc. Lake Wales FL 23725 Hwy 27",,,Salesforce
11062482,Inactive Investor,Gregory Sinatra,Financial Associate,Thrivent Investment Management Inc. Marietta GA 4343 Shallowford Rd,gregory.sinatra@thrivent.com,,Salesforce
10835101,Inactive Investor,David Barker,Vice President,"Stifel, Nicolaus & Company, Incorporated Boston MA 125 High St",david.barker@stifel.com,,Salesforce
167286,,Jack Jab,,[Unknown],jackjablonski10@gmail.com,,Organic Search
10939494,Inactive Investor,Elizabethann Klempin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10984811,Inactive Investor,Christopher Jones,Associate Advisor,"JGP Wealth Management, LLC",cjones@jgpwealth.com,,Salesforce
10821242,Inactive Investor,John Hogeland,Financial Advisor,Commonwealth Financial Network Nebraska City NE 601 Central Ave,jhogeland@commonwealth.com,,Salesforce
10806630,Inactive Investor,Zachary Einsel,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9585556,,Jonathan Kalikow,,,jkalikow@gammare.com,,List import
9587018,,Thomas Garner,,,garner@kancap.com,,List import
245734,,Greg Mihaly,,[Unknown],gmihaly@stansberryresearch.com,,Manual List Upload
11096200,Inactive Investor,Eric Seiferth,Financial Advisor,"Equitable Advisors, LLC Fort Washington PA 7051 Camp Hill Rd",eric.seiferth@equitable.com,,Salesforce
10979391,Inactive Investor,Kiersten Nielson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10894956,Inactive Investor,Samuel Budlong,Shareholder;Vice President,Florida Atlantic Securities Corp.,sbudlong@floridaatlantic.net,,Salesforce
11173175,Inactive Investor,Jacob Wentzel,,"Principal Securities, Inc.",wentzel.jake@principal.com,,Salesforce
10973080,Inactive Investor,Reid Bondy,,William Blair,rbondy@williamblair.com,,Salesforce
10978783,Inactive Investor,Austin Allen,Vice President;Wealth Advisor,Corient Newport Beach CA 500 Newport Center Dr,austin.allen@corient.com,,Salesforce
184324,,Louis Moore,,Lincoln Financial Advisors Corporation,lou.moore@lfg.com,860-466-1191,
10840350,Inactive Investor,Nicholas Mansour,Chief Investment Officer;Owner;Principal,"New Capital Management, LLC",nick@newcapitalmanagement.com,,Salesforce
345505,,Shannon Taylor,Manager,"Nbz Investment Advisors, Llc",shannon@nbzcpa.com,865-584-1184,Manual List Upload
10759470,Inactive Investor,Abraham Ostreicher,,"American Portfolios Financial Services, Inc. Lakewood NJ 500 W Kennedy Blvd",aostreicher@americanportfolios.com,,Salesforce
10904182,Inactive Investor,Donald Payne,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11178787,Inactive Investor,Ye Huang,,LifeMark Securities Corp. Wellesley MA Private Residence,yhuang@lifemark.com,,Salesforce
10879001,Inactive Investor,Bradley Eisenberg,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,bradley.eisenberg@fidelity.com,,Salesforce
11180548,Inactive Investor,Jeffrey Kragel,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",,,Salesforce
11197722,Inactive Investor,Tyler Wedel,Financial Advisor,Edward Jones MC Farland WI 4604 Siggelkow Rd,tyler.wedel@edwardjones.com,,Salesforce
11235380,Inactive Investor,David Strachan,Managing Director;Senior Wealth Advisor,"Dakota Wealth, LLC Danvers MA 222 Rosewood Dr",dstrachan@dakotawm.com,,Salesforce
9564385,,Michael Altavilla,,,maltavilla@financialguide.com,,List import
11211590,Inactive Investor,Michael Uhland,Financial Advisor,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,muhland@janney.com,,Salesforce
10768277,Inactive Investor,Richard White,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Albany NY 80 State St,richard.a.white@morganstanley.com,,Salesforce
10940093,Inactive Investor,Cristine Amorello,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,cdamorello@ft.newyorklife.com,,Salesforce
10815359,Inactive Investor,David Livran,Managing Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 370 17th St",david_livran@ml.com,,Salesforce
10868716,Inactive Investor,John Leitch,Regional Vice President,PFS Investments Inc. Mesa AZ 3707 E Southern Ave,john.leitch@primerica.com,,Salesforce
10867035,Inactive Investor,David Larkin,Region Executive,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",david.larkin@wellsfargoadvisors.com,,Salesforce
10998880,Inactive Investor,Jennifer Gilbert,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9571246,,war.sacha@yahoo.com Reeder,,,war.sacha@yahoo.com,,List import
11015980,Inactive Investor,Nadia Louissaint,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,nlouissaint@primerica.com,,Salesforce
214394,,Ino Mario Grech,,[Unknown],oiramoni@gmail.com,,Organic Search
10901295,Inactive Investor,Stephen Dahlke,,The Huntington Investment Company,stephen.dahlke@huntington.com,,Salesforce
10806169,Inactive Investor,Joseph Rooyakkers,,"American Portfolios Financial Services, Inc. Fraser CO 511 Zerex St",jrooyakkers@americanportfolios.com,,Salesforce
11196107,Inactive Investor,Christopher Dauer,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,,,Salesforce
11100752,Inactive Investor,Tatiana McHugh,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",tatiana.mchugh@bofa.com,,Salesforce
11076103,Inactive Investor,Nolan Pittman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10779048,Inactive Investor,Eric Glade,Private Wealth Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",,,Salesforce
11001892,Inactive Investor,Corey Armstead,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,carmstead@primerica.com,,Salesforce
10646422,,Andrew Krantz,,,andrew.krantz@rbc.com,,List Import
10792233,Inactive Investor,Michael Converse,,"Raymond James Financial Services, Inc. Wichita KS 3500 N Rock Rd",mike.converse@raymondjames.com,,Salesforce
11230609,Inactive Investor,Joseph Burroughs,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10891931,Inactive Investor,Jennifer Miller,,Thrivent Investment Management Inc. Hickory NC 910 Tate Blvd SE,,,Salesforce
9608451,,Douglas Hurst,,,dahurst58@gmail.com,,List import
9589788,,jlkjl klkjlk,,,kllkjlkj@hjkhkh.com,,List import
10798653,Inactive Investor,Denise Poulter,,"First Command Brokerage Services, Inc. Beaufort SC 2015 Boundary St",dcmoody@firstcommand.com,,Salesforce
342611,,Valerie Toomey,Chief Operating Officer,"Arex Capital Management, Lp",valerie@arexcapital.com,646-679-4000,Manual List Upload
11085189,Inactive Investor,Matthew Alberico,,NYLIFE Securities LLC Staten Island NY 1000 South Ave,malberico@ft.newyorklife.com,,Salesforce
11212660,Inactive Investor,John Murphy,Financial Advisor,Edward Jones Georgetown TX 4410 Williams Dr,scott.murphy@edwardjones.com,,Salesforce
10921133,Inactive Investor,Craig Baumeister,,State Farm VP Management Corp. Oregon WI 797 Market St,craig.baumeister.qpvv@statefarm.com,,Salesforce
9589802,,Dustin Beck,,,dustin@butterflyequity.com,,List import
10821202,Inactive Investor,Andrew Miller,,The O.N. Equity Sales Company Berlin OH 4585 State Rte 39,,,Salesforce
10505799,,Jenna Hokanson,Director,UBS,jenna.e.hokanson@gmail.com,615-332-3835,List import
11170172,Inactive Investor,Hudson Parr,Financial Advisor;Vice President,Morgan Stanley The Villages FL 832 Lake Sumter Lndg,hudson.parr@morganstanley.com,,Salesforce
10767682,Inactive Investor,Stephen Murray,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverhead NY 450 Old Country Rd",s_murray@ml.com,,Salesforce
11103352,Inactive Investor,Keefer Whaley,,GWN Securities Inc. Englewood CO 6901 S Yosemite St,,,Salesforce
11021961,Inactive Investor,Daniel Rodriguez Hernandez,,LPL Financial LLC Whiting IN 1200 119th St,daniel.rodriguez-hernandez@lpl.com,,Salesforce
10781466,Inactive Investor,Jason Laing,,"Truist Investment Services, Inc. Coral Springs FL 1890 N University Dr",jason.laing@truist.com,,Salesforce
11020966,Inactive Investor,Gregory Vinson,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",,,Salesforce
236935,, -,,[[Unknown]],m031361@aol.com,,
4866327,,rebecca j kennedy,,,rebeccajoannewhite@gmail.com,7036187592,Web Form Fillout
10816216,Inactive Investor,Evan Soff,Wealth Manager,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
11106166,Inactive Investor,George Schwartz,Chairman,Boston Family Advisors LLC,,,Salesforce
10854887,Inactive Investor,Denise Zawada,,Cetera Investment Services LLC Phoenix AZ 1702 E Highland Ave,denise.zawada@ceterainvestors.com,,Salesforce
10872673,Inactive Investor,Rebecca Schmidt,Chief Compliance Officer;Senior Client Service Administrator,"Resonant Capital Advisors, LLC",rschmidt@resonantcapital.com,,Salesforce
10795833,Inactive Investor,Travis Winn,Assistant Vice President - Wealth Management;Financial Advisor;Financial Planning Specialist,Morgan Stanley Montgomery AL 7515 Halcyon Summit Dr,travis.winn@morganstanley.com,,Salesforce
9567366,,David Winn,,,david.winn@transamerica.com,,List import
11015258,Inactive Investor,Marcus John,,PFS Investments Inc. Waterbury CT 207 Bank St,,,Salesforce
10922283,Inactive Investor,Stephen Nolde,Financial Consultant,LPL Financial LLC Escanaba MI 430 N Lincoln Rd,stephen.nolde@lpl.com,,Salesforce
10801206,Inactive Investor,David Brady,Financial Advisor,"Raymond James & Associates, Inc. Spring TX 1780 Hughes Landng Blvd",david.brady@raymondjames.com,,Salesforce
10882448,Inactive Investor,Shayan Peerwani,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11144534,Inactive Investor,Stephen Poplaski,Managing Member;Regulatory Contact,"Lighthouse Financial Management, LLC",stephen@lighthousefm.com,,Salesforce
11147096,Inactive Investor,Joseph Eisler,,LPL Financial LLC East Hampton NY Private Residence,joe.eisler@lpl.com,,Salesforce
338610,,Loic Fery,Partner,Chenavari Investment Managers,loic.fery@chenavari.com, -2593763,Manual List Upload
10866524,Inactive Investor,Cheryl Vesely,Founder;Principal,"Balance Financial Planning, LLC",cheryl@balancefp.com,,Salesforce
10963661,Inactive Investor,Milan Karki,Chief Executive Officer,Titanhub Capital Management LLC,,,Salesforce
11212220,Inactive Investor,Ackeem Dehaney,,J.P. Morgan Securities LLC Irvington NY 47 Main St,ackeem.dehaney@jpmorgan.com,,Salesforce
10820018,Inactive Investor,Lori Oetting,,"Northwestern Mutual Investment Services, LLC Angola IN 417 N Wayne St",lori.oetting@nm.com,,Salesforce
9555464,,Matthew Alschen,,,malschen@yahoo.com,,
9561838,,Caroline Coderre,,,caroline@darrowwealthmanagement.com,,List import
10948937,Inactive Investor,Shelly Braden,Senior Wealth Advisor,PBMares Wealth Management LLC Williamsburg VA 4801 Courthouse St,sbraden@pbmareswealth.com,,Salesforce
233655,, -,,[[Unknown]],ashishdave6@hotmail.com,,Organic Search
10784252,Inactive Investor,Ginger Redeker,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Charlotte NC 6100 Fairview Rd",arndtg@stifel.com,,Salesforce
11222110,,Aaron Skutelsky,,,askutelsky@ayco.com,,List Import
11151942,Inactive Investor,Lance Kakimoto,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Honolulu HI 733 Bishop St,lance.kakimoto@morganstanley.com,,Salesforce
11212814,Inactive Investor,Elizabeth Shelton,,"Stifel, Nicolaus & Company, Incorporated Columbus GA 233 12th St",sheltonb@stifel.com,,Salesforce
10827514,Inactive Investor,Hal Hinckley,Financial Advisor,Edward Jones Fort Worth TX 1320 S University Dr,greg.hinckley@edwardjones.com,,Salesforce
11194652,Inactive Investor,Patrick Holmes,,"Portfolio Medics, LLC Davidson NC 442 S Main St",,,Salesforce
10782435,Inactive Investor,Linoy Mathew,,Fidelity Brokerage Services LLC New York NY 165 Broadway,linoy.mathew@fidelity.com,,Salesforce
10775120,Inactive Investor,William Bravato,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",bill.bravato@wellsfargoadvisors.com,,Salesforce
11105351,Inactive Investor,Julie Buresh,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",jkalvelage@tiaa-cref.org,,Salesforce
10967623,Inactive Investor,Joshua Bakken,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,joshua.bakken@jpmorgan.com,,Salesforce
10934280,Inactive Investor,Joel Smith,,"Empower Financial Services, Inc Northwood OH Private Residence",joel.smith@empower.com,,Salesforce
2428655,,Desmond Fitzgerald,,,desmond.fitzgerald5@gmail.com,,
11217785,,Shane Smith,,,shane.smith@lpl.com,,List Import
9595329,,Peter Zaltz,,,pzaltz@gluskinsheff.com,,List import
10644486,,Jeffrey Stern,,,jstern@hlhz.com,,List Import
11172060,Inactive Investor,Jeremy Padgett,,PFS Investments Inc. Murfreesboro TN 2615 Medical Center Pkwy,jpadgett@primerica.com,,Salesforce
11134572,Inactive Investor,Dewey Isom,First Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",dewey.isom@raymondjames.com,,Salesforce
11071669,Inactive Investor,Marcin Swiderski,,GWN Securities Inc. Cary NC Private Residence,mswiderski@gwnsecurities.com,,Salesforce
9554696,,Timothy Shmidl,,,tim@prismfg.com,,List import
9640634,,David Reynolds,,,drreynolds75@gmail.com,,List import
11066132,Inactive Investor,Jim Durham,,"Avantax Investment Services, Inc. Nashville TN 171B Belle Forest Cir",,,Salesforce
10959922,Inactive Investor,Tommy Green,Financial Advisor,"Ameriprise Financial Services, LLC Cabot AR 2171 W Main St",tommy.green@ampf.com,,Salesforce
9553962,,John Aguilar,,,jipijipi@gmail.com,,List import
10909024,Inactive Investor,Michael Spielmann,,"Cambridge Investment Research, Inc. Lafayette LA 102 Asma Blvd",,,Salesforce
9554490,,Annie Lam,,,annielam2@financialguide.com,,List import
10992343,Inactive Investor,Dallas Wilson,,J.P. Morgan Securities LLC Midlothian VA 1361 Huguenot Rd,dallas.wilson@jpmorgan.com,,Salesforce
10806069,Inactive Investor,Alexander Kasper,Owner,"Kasper, Alexander L.",,,Salesforce
10991374,Inactive Investor,Kasey Mickels,,"Osaic Wealth, Inc. Lincoln NE 770 N Cotner Blvd",,,Salesforce
10907846,Inactive Investor,Steven Ortman,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bourbonnais IL 232 Main St Nw",steven.ortman@wfafinet.com,,Salesforce
9567262,,matt whitney,,,mwhitney@herman-stewart.com,,List import
9546063,,joe JJ,,,gaosennancy@gmail.com,,List import
10814151,Inactive Investor,Monica Imbriaco,,"Wells Fargo Clearing Services, LLC Mountain Lakes NJ 333 US Hwy 46",monica.imbriaco@wellsfargoadvisors.com,,Salesforce
11073902,Inactive Investor,Ryan Bouchard,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Portsmouth NH 25 Chestnut St",ryan.bouchard@ampf.com,,Salesforce
11126706,Inactive Investor,Sergio Salas,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
10780151,Inactive Investor,Timothy Andrus,Financial Advisor,Edward Jones Otsego MI 113 E Allegan St,tim.andrus@edwardjones.com,,Salesforce
9626343,,Llatoya Daniels,,,danielsllatoya@yahoo.com,,List import
9561459,,John Moussa,,,johnj.moussa@gmail.com,,List import
9625783,,Andrey Shmergelskiy,,,andreirfb@gmail.com,,List import
11164673,Inactive Investor,Kelly Stephenson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",kelly_stephenson@ml.com,,Salesforce
11076850,Inactive Investor,Marcelo Di Cugno,,"Allaria Securities, LLC",mdicugno@allariasecurities.com,,Salesforce
10812116,Inactive Investor,Timothy Shelton,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Plymouth MI 730 Penniman Ave,timothy.shelton@ubs.com,,Salesforce
11026732,Inactive Investor,Stacey Pittman,Financial Advisor,LPL Financial LLC Tampa FL 601 Bayshore Blvd,stacey.pittman@lpl.com,,Salesforce
10756294,Inactive Investor,Randy Pulley,Assistant Vice President;Director - Business Development,Morgan Stanley New York NY 55 E 52nd St,randy.pulley@morganstanley.com,,Salesforce
3587050,,Melissa Roberts,,,melissa16roberts@yahoo.com,,Web form fillout
11068354,Inactive Investor,Jeffrey Gatchel,Financial Professional,"Equitable Advisors, LLC Ames IA 616 Burnett Ave",jeffrey.gatchel@equitable.com,,Salesforce
10962593,Inactive Investor,Robert Formanek,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10869196,Inactive Investor,Courtney Laffler,Financial Advisor,Edward Jones Fairport NY 370 Woodcliff Dr,courtney.laffler@edwardjones.com,,Salesforce
10858599,Inactive Investor,Yalin Piloto,Financial Advisor,Edward Jones Brandon FL 1347 Oakfield Dr,yalin.piloto@edwardjones.com,,Salesforce
11089395,Inactive Investor,Terisha Casey,,J.P. Morgan Securities LLC Newark OH 1212 N 21st St,terisha.c.smith@jpmorgan.com,,Salesforce
62484,,Benjamin Borchardt,Financial Associate,Thrivent Investment Management Inc.,ben.borchardt@thrivent.com,920-965-9090,
11130439,Inactive Investor,Ann Korn,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
10797230,Inactive Investor,Jeffrey Ward,Financial Advisor,LPL Financial LLC Huntington Beach CA 15061 Springdale St,jeffrey.ward@lpl.com,,Salesforce
10998021,Inactive Investor,Janeth Guerrero,,J.P. Morgan Securities LLC Howard Beach NY 15633 Crossbay Blvd,janeth.guerrero@jpmorgan.com,,Salesforce
10857814,Inactive Investor,Jordan Smith,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",jordan.s.smith@nm.com,,Salesforce
11073916,Inactive Investor,Amy Norwood,,PFS Investments Inc. Puyallup WA 929 E Main,amy.mullan@primerica.com,,Salesforce
11152705,Inactive Investor,Shawn Eager,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,shawn.eager@morganstanley.com,,Salesforce
11027993,Inactive Investor,Louis Dondero,,"The Leaders Group, Inc. Jacksonville FL 12724 Gran Bay Pkwy W",,,Salesforce
11066450,Inactive Investor,John Meno,Financial Advisor;General Partner,Edward Jones Arlington WA 515 N Olympic Ave,john.meno@edwardjones.com,,Salesforce
10754267,Inactive Investor,Caren Boatman,Client Relationship Manager;Paraplanner,"Ameriprise Financial Services, LLC Knoxville TN 1309 Kalmia Rd",caren.d.boatman@ampf.com,,Salesforce
11036387,Inactive Investor,Burr Hughes,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",burr.hughes@nm.com,,Salesforce
10427802,,Marrtell Dao,,,ttduc.dao@gmail.com,,Web Form Fillout
10932338,Inactive Investor,Daniel Tano,Financial Advisor,LPL Financial LLC Kennewick WA 8350 W Grandridge Blvd,daniel.tano@lpl.com,,Salesforce
11191361,Inactive Investor,Colby Dobrusin,Director;Private Wealth Advisor,Integrated Wealth Concepts LLC,colby.dobrusin@ifpadvisor.com,,Salesforce
11108489,Inactive Investor,Kathleen Burkett,Managing Director,Triangle Wealth Management,kburkett@trianglewealth.com,,Salesforce
5944822,,Edward Bozaan,,,ebozaan@psprs.com,,Web form fillout
190564,,Kendal Ludden,,[Unknown],kendalludden@yahoo.com,,
11183145,Inactive Investor,Amelia Morris,Director - Investment Group,"Brandes Investment Partners, LP",amelia.morris@brandes.com,,Salesforce
11081946,Inactive Investor,Sarah Jakubowski,,PFS Investments Inc. Cape Coral FL 1222 SE 47th St,sjakubowski@primerica.com,,Salesforce
11179918,Inactive Investor,Peter Doble,,Key Investment Services LLC Tacoma WA 8402 Pacific Ave,peter.doble@key.com,,Salesforce
11099327,Inactive Investor,Scott Mann,Financial Planning Consultant,"Raymond James & Associates, Inc. Ashburn VA 20130 Lakeview Center Plz",scott.mann@raymondjames.com,,Salesforce
9579963,,Louis Larocca,,,larocca@gothamassetmanagement.com,,List import
10920807,Inactive Investor,James Otts,Financial Advisor,"Osaic Wealth, Inc. Cleveland MS 214 N Pearman Ave",,,Salesforce
11068290,Inactive Investor,Sonia Patel,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Iselin NJ 194 Wood Ave S",sonia_a_patel@ml.com,,Salesforce
11003764,Inactive Investor,Nkiruka Lazz Onyenobi,,Lincoln Investment Irving TX 5201 N O Connor Blvd,nlazz-onyenobi@lincolninvestment.com,,Salesforce
9619016,,David Skilton,,,dskilton1@hotmail.com,,List import
10920040,Inactive Investor,Michael Promis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fairfield CT 1248 Post Rd",,,Salesforce
10764906,Inactive Investor,Jason Gass,,"Avantax Investment Services, Inc. Gulfport MS 12342 Ashley Dr",,,Salesforce
10787939,Inactive Investor,Galina Krasilnikova-Levesque,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,galina.krasilnikova@fidelity.com,,Salesforce
11086721,Inactive Investor,Jacob Guevara,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,jacob.guevara@fidelity.com,,Salesforce
10885207,Inactive Investor,Timothy Suchy,Financial Advisor,Edward Jones Big Lake MN 690 Humboldt Dr,tim.suchy@edwardjones.com,,Salesforce
10803121,Inactive Investor,Maggie Alvarez,,PFS Investments Inc. Escondido CA 940 E Valley Pkwy,maggie.alvarez@primerica.com,,Salesforce
11207569,Inactive Investor,Peter Sanfelippo,Branch Manager;Director,UBS Financial Services Inc. Chesterfield MO 17107 Chesterfield Airport Rd,peter.sanfelippo@ubs.com,,Salesforce
10969764,Inactive Investor,Jennifer Schmidt,Financial Advisor,"Osaic Wealth, Inc. Chetek WI 210 2nd St",jschmidt@osaicwealth.com,,Salesforce
10932000,Inactive Investor,Candice Prater,,"Farmers Financial Solutions, LLC Liberal KS 303 N Kansas Ave",cprater@farmersagent.com,,Salesforce
353320,,Jonathan Scharfman,,Jonathan D Scharfman,jdscharfman@gmail.com,,
10985089,Inactive Investor,Brian Wlazlowski,Private Client Advisor,J.P. Morgan Securities LLC New York NY 3 Times Sq,brian.wlazlowski@jpmorgan.com,,Salesforce
5016266,,Dawn Albrecht,,,lonhlexy@gmail.com,,Web Form Fillout
9605366,,Adam Douberly,,,adam.douberly@glenmede.com,,List import
11059613,Inactive Investor,Bamma Strohmeyer,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,bamma_strohmeyer@vanguard.com,,Salesforce
9625048,,Leonardo Scalise,,,scalise.leonardo@gmail.com,,List import
11234644,Inactive Investor,Esteban Uribe,,"BCI Securities, Inc.",euribe@maximgrp.com,,Salesforce
9587862,,Laurence Menna,,,lmenna@wealthtarget.com,,List import
11019050,Inactive Investor,Behnoosh Rabiey,,J.P. Morgan Securities LLC Los Angeles CA 1550 Westwood Blvd,behnoosh.rabiey@jpmorgan.com,,Salesforce
9583687,,Daniel Goldsmith,,,dgoldsmith@massmutual.com,,List import
10932890,Inactive Investor,Braedon Nielsen,Financial Advisor,LPL Financial LLC Lincoln NE 8545 Executive Woods Dr,braedon.nielsen@lpl.com,,Salesforce
11222187,,Michael Garaventa,,,michaelg@navellier.com,,List Import
10961340,Inactive Investor,Cole Flynn,Co-Founder;Partner,"Flynn Zito Capital Management, LLC",,,Salesforce
10985457,Inactive Investor,Jonathan Davis,,"CUSO Financial Services, L.P. Vancouver WA 14101 NE 10th Ave",,,Salesforce
11152458,Inactive Investor,Chris Fusselman,,Commonwealth Financial Network Peoria AZ 9200 W Union Hills Dr,cfusselman@commonwealth.com,,Salesforce
10753453,Inactive Investor,Jacqueline Lister,Financial Advisor;Financial Planning Specialist,Morgan Stanley Athens GA 225 S Milledge Ave,jacqueline.lister@morganstanley.com,,Salesforce
11130258,Inactive Investor,Rebecca Albert,,Park Avenue Securities LLC Claremont CA 480 N Indian Hill Blvd,,,Salesforce
10753135,Inactive Investor,Ruth Skop,Financial Advisor,Edward Jones Boyne City MI 101 S Lake St,ruth.skop@edwardjones.com,,Salesforce
10926790,Inactive Investor,Sue Hsieh,,"Transamerica Financial Advisors, Inc Braintree MA 25 Braintree Hill Park",sue.hsieh@transamerica.com,,Salesforce
10824314,Inactive Investor,David Fisher,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",fisher@wellsfargo.com,,Salesforce
10881688,Inactive Investor,Heather Orren,Vice President,Orren Financial Services Inc.,,,Salesforce
11206602,Inactive Investor,Suzanne Davis,,LPL Financial LLC New Britain CT 450 Main St,suzanne.davis@lpl.com,,Salesforce
10981414,Inactive Investor,Ava Zehm,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",ava.zehm@prudential.com,,Salesforce
11052094,Inactive Investor,Catherine Azeles,Director;Investment Consultant;Partner,Conrad Siegel Investment Advisors,catherineazeles@conradsiegel.com,,Salesforce
11073987,Inactive Investor,Kinch Meyer,,"Next Financial Group, Inc. College Station TX Private Residence",,,Salesforce
11209383,Inactive Investor,Indira Valladares,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",indira.valladares@schwab.com,,Salesforce
10787417,Inactive Investor,Sidney Shupack,Chief Executive Officer;Director;Founder;Investment Advisor;President,First State Investment Advisors Inc,sid@firststate-ok.com,,Salesforce
9644458,,iftikhar ahmed,,,iftikharahmedca@yahoo.ca,,List import
248433,,Don Binns,Principal,Travada Tech,dbinns@travadatech.com,,Manual List Upload
11052458,Inactive Investor,Anthony Coleman,Wealth Advisor,AssuredPartners Investment Advisors Lancaster PA 454 New Holland Ave,,,Salesforce
10810382,Inactive Investor,Christopher Lindbloom,Financial Advisor;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Henrico VA 6241 River Rd,clindbloom@janney.com,,Salesforce
9553552,,Patrick Mulligan,,,uoenopattystacks@gmail.com,,List import
10874622,Inactive Investor,Alexandra Telaro,Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",alexandra.telaro@wellsfargoadvisors.com,,Salesforce
9574290,,Pierre Serhal,,,pierre507@hotmail.com,,List import
11124342,Inactive Investor,William Sampson,Financial Advisor,Edward Jones Fletcher NC 235 Saint John  Rd,william.sampson@edwardjones.com,,Salesforce
238106,, -,,[[Unknown]],lthongnet@gmail.com,,Organic Search
10646154,,Ronald Manning,,,ronald@eggertfinancial.net,,List Import
10831604,Inactive Investor,David Holderbaum,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,david.holderbaum@morganstanley.com,,Salesforce
10924535,Inactive Investor,Darko Keca,,NYLIFE Securities LLC Fort Worth TX 777 Main St,dikeca@ft.newyorklife.com,,Salesforce
11067829,Inactive Investor,Frank Robertazzi,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",frank_robertazzi@ml.com,,Salesforce
11021294,Inactive Investor,Philip Earnest,,Southstate|DuncanWilliams Securities Corp.,,,Salesforce
10762491,Inactive Investor,Christopher Cook,Financial Advisor;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Reno NV 5370 Kietzke Ln",christopher.cook@benjaminfedwards.com,,Salesforce
11033062,Inactive Investor,Timothy Maurice,,"Allstate Financial Services, LLC Dallas TX 4444 W Illinois Ave",,,Salesforce
10785593,Inactive Investor,Alexander Trebby,,Goldman Sachs & Co.,alexander.trebby@gs.com,,Salesforce
11071509,Inactive Investor,Matthew Yanez,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",matthew.yanez@tiaa.org,,Salesforce
11152214,Inactive Investor,Juan Rojas,,"Raymond James Financial Services, Inc. Palo Alto CA 703 High St",juan.rojas@raymondjames.com,,Salesforce
10959646,Inactive Investor,Philip Witts,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11098482,Inactive Investor,Maureen McDevitt,Client Service Associate,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,maureen.mcdevitt@morganstanley.com,,Salesforce
11160090,Inactive Investor,James Norris,Executive Director - Investments;Financial Advisor;Portfolio Manager,Oppenheimer & Co. Inc. Asheville NC 10 Brook St,turner.norris@opco.com,,Salesforce
10799133,Inactive Investor,Ronald Alley,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Roanoke VA 4005 Electric Rd",ronald.alley@mutualofomaha.com,,Salesforce
229392,, -,,[[Unknown]],mark.benedict@ms.com,,
11138131,Inactive Investor,Paul Cancel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,paul.cancel@fidelity.com,,Salesforce
10916774,Inactive Investor,Bryson Bard,Partner;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2039 Centre Pointe Blvd",bryson.bard@nm.com,,Salesforce
10758179,Inactive Investor,Susan Smith,,"Osaic Wealth, Inc. Monroe LA 2001 Roselawn Ave",susansmith@momentumin.com,,Salesforce
10777118,Inactive Investor,Stuart Sakosits,Financial Advisor,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",stuart.sakosits@wellsfargoadvisors.com,,Salesforce
9617218,,Randall Russell,,,otel63@gmail.com,,List import
10850439,Inactive Investor,Jamie Caspers,,Edward Jones Bettendorf IA Private Residence,jamie.caspers@edwardjones.com,,Salesforce
11254530,Inactive Investor,Joel Propst,,"Fortune Financial Services, Inc. Grand Junction CO 289 Chinle Ct",jpropst@fortunefinancialservices.com,,Salesforce
9571445,,Daniel Lucas,,,danielroylucas@gmail.com,,List import
11050684,Inactive Investor,Thomas Austell,,"MML Investors Services, LLC Charlotte NC 4350 Congress St",taustell@financialguide.com,,Salesforce
11175212,Inactive Investor,Tim Wendt,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",tim.r.wendt@ampf.com,,Salesforce
11126387,Inactive Investor,Tina Graves,,MWA Financial Services Inc. Lexington TN 421 W Church St,tina.graves@mwarep.org,,Salesforce
11178414,Inactive Investor,Hao Wu,,J.P. Morgan Securities LLC Irvine CA 2244 Barranca Pkwy,hao.wu@jpmorgan.com,,Salesforce
234854,, -,,[[Unknown]],raheemiliasu2015@gmail.com,,
336849,,Mark Swanson,Director,Russell Investments,mswanson@russell.com,206-505-7877,Manual List Upload
10984124,Inactive Investor,Binxin Zhu,Chief Compliance Officer;Managing Member,Actuarial Direct LLC Pahrump NV 1181 Mitchell Pl,,,Salesforce
206593,,Matt Kress,,[Unknown],mkress@wisdomtree.com,,Event
11171010,Inactive Investor,Gary Love,Financial Advisor,Robert W. Baird & Co. Incorporated Rockford IL 2601 Reid Farm Rd,glove@rwbaird.com,,Salesforce
10840026,Inactive Investor,Nancy Guillen,,"CFD Investments, Inc. Morristown TN 301 E 1st North St",nancy.guillen@cfdinvestments.com,,Salesforce
9576238,,Mujahid Ali Khan,,,mak.america@gmail.com,,List import
11027184,Inactive Investor,Kenneth Lane,Financial Advisor,Commonwealth Financial Network Castleton on Hudson NY 1651 Columbia Tpke,klane@commonwealth.com,,Salesforce
10810913,Inactive Investor,Michael Ragsdale,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Tampa FL 1646 W Snow Ave",michael.ragsdale@raymondjames.com,,Salesforce
10912909,Inactive Investor,Erin Pierson,Senior Manager,"Charles Schwab & Co., Inc. Blue Springs MO Private Residence",,,Salesforce
10949131,Inactive Investor,Jackson Schulz,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11191055,Inactive Investor,Edward Debay,,"Osaic Wealth, Inc. East Hartford CT 111 Founders Plz",,,Salesforce
10870786,Inactive Investor,Michael Carvalho,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,,,Salesforce
10761907,Inactive Investor,Brian Gutner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",brian_gutner@ml.com,,Salesforce
11173570,Inactive Investor,Brian Koch,Financial Advisor,"Voya Financial Advisors, Inc. North Canton OH 5906 Mayfair Rd",brian.koch@voya.com,,Salesforce
11052512,Inactive Investor,Justin Ryan,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,jpryan@rockco.com,,Salesforce
11177391,Inactive Investor,Nicholas Fullerton,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
11064461,Inactive Investor,Ryan McNamara,Wealth Advisor,LPL Financial LLC Windom MN 245 9th St,ryan.mcnamara@lpl.com,,Salesforce
11116487,Inactive Investor,Jana Feathers,Premier Banker,"Wells Fargo Clearing Services, LLC Palm Springs CA 543 S Palm Canyon Dr",jana.feathers@wellsfargoadvisors.com,,Salesforce
11185153,Inactive Investor,Andrew Diesel,Financial Advisor,Edward Jones Fairfield IL 101 E Delaware St,andrew.diesel@edwardjones.com,,Salesforce
10901507,Inactive Investor,David Willard,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11059820,Inactive Investor,Nathan Chapman,,"Truist Investment Services, Inc. Dallas TX 100 Crescent Ct",nathan.chapman@truist.com,,Salesforce
10617153,,Brian Ohlinger,,,brian.ohlinger@ampf.com,,List Import
9597278,,Dudley Otey,,,dotey@carsoninstitutional.com,,List import
6607133,,Paul Duncan,,,paulbduncan@outlook.com,3369050315,Web Form Fillout
10825036,Inactive Investor,David Hyman,,Morgan Stanley Miami FL 20807 Biscayne Blvd,david.hyman@morganstanley.com,,Salesforce
9556771,,Mitchell Strobel,,,mstrobel@afmfa.com,,List import
11042600,Inactive Investor,Marie Knorr,Financial Representative,LPL Financial LLC Joliet IL 1000 Essington Rd,marie.knorr@lpl.com,,Salesforce
10924593,Inactive Investor,Peter Schopen,Chief Compliance Officer;Managing Member,"P.A. Schopen & Associates, LLC",,,Salesforce
10768097,Inactive Investor,Kris Rosado,Financial Advisor;Vice President,Morgan Stanley Portland ME 100 Middle St,kris.rosado@morganstanley.com,,Salesforce
10575315,,Asen Ivanov,,,sensi3bg@abv.bg,,Web Form Fillout
11123230,Inactive Investor,Joseph Christopoulos,Financial Advisor,LPL Financial LLC Arlington Heights IL 2 S Dunton Ave,joseph.christopoulos@lpl.com,,Salesforce
10553335,,Prava Sedai,,,pravasedai@gmail.com,,Web Form Fillout
368187,,Jishu Thankachan,Director,,jishu2000@gmail.com,562824361,Webinar
227751,,Arash -,,Arash [[Unknown]],akn22488@gmail.com,,
11163564,Inactive Investor,William Smith,,"Osaic FA, Inc. Madison WI 406 Science Dr",earle.smith@lfg.com,,Salesforce
11017505,Inactive Investor,George Neste Gallisa,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",gnestegallisa@financialguide.com,,Salesforce
10843188,Inactive Investor,Gina Gallo,,"Osaic Wealth, Inc. Rockledge FL 3188 Suntree Blvd",,,Salesforce
9634880,,Debby Katan,,,dkatan@cedarbrookfinancial.com,,List import
10919791,Inactive Investor,Sady Zayas-Visser,,"Farmers Financial Solutions, LLC Madison AL 129 Gokee Rd",szayas@farmersagent.com,,Salesforce
238466,,samantha.welch@guidehouse.com Welch,,[Unknown],samantha.welch@guidehouse.com,,
10900100,Inactive Investor,Mark Stephenson,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
347433,,Timothy Armstrong,Managing Director,"Roark Capital Management, Llc",tarmstrong@roarkcapital.com,404-591-5200,Manual List Upload
10761145,Inactive Investor,Kevin Spearman,,"ValMark Securities, Inc. Mount Vernon OH 710B S Main St",,,Salesforce
11092443,Inactive Investor,Anthony Paolini,Service Associate,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,anthony.paolini@ubs.com,,Salesforce
10820836,Inactive Investor,Richard Garrett,Vice President,Morgan Stanley New York NY 55 E 52nd St,cameron.garrett@morganstanley.com,,Salesforce
10920342,Inactive Investor,Ernest Kiefer,Investment Consultant;Senior Vice President,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",lloyd.kiefer@firstcitizens.com,,Salesforce
9647006,,Alexander Rogers,,,alexander.moore@ampf.com,,List import
9540431,,Josh Springer,,,josh.springer@2m.com,,List Import
9588054,,Logan Moncrief,,,logan.moncrief@thomistcapital.com,,List import
11200582,Inactive Investor,Terry Cole,Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,terry.cole@morganstanley.com,,Salesforce
220852,,Chris Dooley,,[Unknown],cjemdooley4@gmail.com,,
11068887,Inactive Investor,Porsche Preston,,"First Horizon Advisors, Inc. Germantown TN 7640 Poplar",pwpreston@ftbadvisors.com,,Salesforce
218909,,Paul Rothwell,,[Unknown],paul.rothwell@empirepropertyconcepts.co.uk,,Organic Search
10827097,Inactive Investor,Christopher Muratori,,"American Portfolios Financial Services, Inc. Patterson NY Private Residence",cmuratori@americanportfolios.com,,Salesforce
11077937,Inactive Investor,Isac Bush,Investment Executive,"Fifth Third Securities, Inc. Royal Oak MI 803 S Main St",,,Salesforce
10803312,Inactive Investor,Franklin Hilvers,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,franklin.hilvers@fidelity.com,,Salesforce
71731,,Michael Rose,Chief Compliance Officer And Managing Member,"Rose Capital Advisors, Llc",michael@rosecapitaladvisors.com,305-534-7673,Manual List Upload
9560634,,Michael Custer,,,michael.custer@southside.com,,List import
10930886,Inactive Investor,Nella Zelensky,,"Fairport Capital, Inc. Boca Raton FL Private Residence",,,Salesforce
10918155,Inactive Investor,Keith Poole,,PFS Investments Inc. New Bern NC 1406 Neuse Blvd,keith.poole@primerica.com,,Salesforce
11078985,Inactive Investor,Christopher Robinson,,"Energy Domain Securities, LLC",crobinson@energydomain.com,,Salesforce
11071529,Inactive Investor,Deanda Wilson,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1700 Market St",deanda.wilson@tiaa.org,,Salesforce
9614901,,Aleksandr Kondratiuk,,,aleksandrmusic@gmail.com,,List import
11170533,Inactive Investor,Patrick Taylor,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",ptaylor@financialguide.com,,Salesforce
242294,,Laura Gregg,,[Unknown],laura.gregg@northertrust.com,,
11016815,Inactive Investor,Hayden Campsey,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Amarillo TX 8101 SW 34th Ave",hayden.p.campsey@ml.com,,Salesforce
11258769,Inactive Investor,Dalton Grados,PM,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",dalton.grados@nm.com,,Salesforce
11206006,Inactive Investor,Timothy Baker,Financial Advisor,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",,,Salesforce
9613402,,Chelsie Moore,,,cmoore@countryinvestment.com,,List import
9565332,,Andrej Bajci,,,bajci.andrej@gmail.com,,List import
9641679,,Stanley Ngang,,,ngang2955@hotmail.com,,List import
11229882,Inactive Investor,Ryan Steele,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",ryan.steele@nm.com,,Salesforce
10792344,Inactive Investor,Peter Foreman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Springfield OH 239 E Columbia St",peter.w.foreman@ampf.com,,Salesforce
9598367,,Kevin Brady,,,kbrady@sontagadvisory.com,,List import
10815394,Inactive Investor,Frederick O'Neal,Financial Advisor,Edward Jones Carrollton GA 410 College St,fred.oneal@edwardjones.com,,Salesforce
10878718,Inactive Investor,Bradford Karcher,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10862923,Inactive Investor,Carrie Coats,Financial Advisor,"Ameriprise Financial Services, LLC Naples FL 5811 Pelican Bay Blvd",carrie.coats@ampf.com,,Salesforce
11067075,Inactive Investor,Patrick Schmid,,"Farmers Financial Solutions, LLC Bellville TX 203 W Main St",pschmid@farmersagent.com,,Salesforce
10775730,Inactive Investor,Pablo Pico,Financial Advisor,J.P. Morgan Securities LLC Jersey City NJ 480 Washington Blvd,pablo.v.pico@jpmorgan.com,,Salesforce
11100061,Inactive Investor,Paul Price,,"Osaic Wealth, Inc. El Dorado CA Private Residence",paulprice@osaicwealth.com,,Salesforce
10780887,Inactive Investor,Cory Bass,,"Charles Schwab & Co., Inc. Phoenix AZ 4750 E Francisco Dr",cory.bass@schwab.com,,Salesforce
10979456,Inactive Investor,Lisa Warren,,Vanguard Marketing Corporation,lisa_warren@vanguard.com,,Salesforce
11206164,Inactive Investor,Todd Green,,LPL Financial LLC Dallas TX 2626 Cole Ave,todd.green@lpl.com,,Salesforce
11011332,Inactive Investor,Alex Drews,,Mutual of America Securities LLC Milwaukee WI 10850 W Park Pl,alex.drews@mutualofamerica.com,,Salesforce
10539308,,Erin Erdil,,,erin@erdilfinancialgroup.com,,Web Form Fillout
10774953,Inactive Investor,Troy Tremblay,Advisor,"Centaurus Financial, Inc. Santa Barbara CA 3902 State St",,,Salesforce
11171876,Inactive Investor,Deborah Oconnell,,"Cambridge Investment Research, Inc. Great Neck NY 107 Northern Blvd",,,Salesforce
7713442,,jack tom,,,yiwami9755@gam1fy.com,,Web Form Fillout
11191517,Inactive Investor,Jasen Gilbert,Financial Advisor,Ciccarelli Advisory Services Inc,,,Salesforce
11201317,Inactive Investor,Adonis Roberson,,"Principal Securities, Inc.",roberson.adonis@principal.com,,Salesforce
9637376,,Jan Johnson,,,somsum471@gmail.com,,List import
9554176,,Stephanie Russell,,,stephanie.russell2@53.com,,List import
10797628,Inactive Investor,Jeffrey Jones,Wealth Advisor,Wealthcare Advisory Partners LLC Alpharetta GA 5755 N Point Pkwy,,,Salesforce
9572790,,William Travis,,,wtravis@massmutual.com,,List import
11151833,Inactive Investor,Douglas Boyer,,Southstate|DuncanWilliams Securities Corp.,douglas.boyer@duncanw.com,,Salesforce
10974271,Inactive Investor,Jessica Donnerstein,,"Osaic Wealth, Inc. Scottsdale AZ 4430 N Civic Center Plz",,,Salesforce
11024249,Inactive Investor,Bradley Ingram,,PFS Investments Inc. Allentown PA 7310 Tilghman St,bradley.ingram@primerica.com,,Salesforce
11000461,Inactive Investor,Carlos Martinez,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,carlos.j.martinez.sgyw@statefarm.com,,Salesforce
10860027,Inactive Investor,Robert Wright,,LPL Financial LLC Scranton PA 124 S Blakely St,,,Salesforce
10775893,Inactive Investor,Abigail Pohlman,,Goldman Sachs & Co.,abigail.pohlman@gs.com,,Salesforce
10892497,Inactive Investor,Pheobe Brown,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,pheobe.brown@primerica.com,,Salesforce
11152346,Inactive Investor,James Adlam,,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",jadlam@financialguide.com,,Salesforce
10841143,Inactive Investor,Kevin Higa,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",kevin.i.higa@ml.com,,Salesforce
9579646,,John Regan,,,jregan@alcionventures.com,,List import
10489725,,Paul Massey,Financial Advisor,"Raymond James Financial Services Advisors, Inc Plano TX 7500 Dallas Pkwy",paul.h.massey@raymondjames.com,,List Import
10616580,,Martin Painter,,,martin.painter@primerica.com,,List Import
10612509,,Peter Barone,Financial Advisor,,peter.j.barone@ampf.com,,List Import
11156654,Inactive Investor,David Shipper,Co-Branch Manager;Vice President,"Benjamin F. Edwards & Company, Inc. West Harrison NY 925 Westchester Ave",david.shipper@benjaminfedwards.com,,Salesforce
10818943,Inactive Investor,Krishna Lall,Chief Executive Officer;Owner;President,KBL Investment Management Oak Brook IL 17 Bradford Ln,,,Salesforce
11042463,Inactive Investor,Miranda Pringle-Dressler,,"Clock Tower Wealth Management, Inc.",,,Salesforce
10891759,Inactive Investor,Louis Frye,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",louis.frye@ml.com,,Salesforce
3324603,,Kgf Fan a,,,alokshil162@gmail.com,,Web Form Fillout
10883016,Inactive Investor,Savannah Forster,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",savannah.forster@wellsfargo.com,,Salesforce
371907,,Punit Sheth,,United States,psheth88@gmail.com,,Salesforce
10864531,Inactive Investor,Michelle Hall,Financial Advisor,LPL Financial LLC Frisco TX 3201 Dallas Pkwy,michelle.hall@lpl.com,,Salesforce
10621319,,RAHUL GUPTA,,,itsrahulgupta782@gmail.com,,Web Form Fillout
11108931,Inactive Investor,Morgan Simon,Founding Partner;Managing Member,Candide Group,morgan@candidegroup.com,,Salesforce
11009819,Inactive Investor,Tabuforjunior Tabufor,,HSBC Securities (USA) Inc.,,,Salesforce
11054771,Inactive Investor,Paula Kauffmann,,PFS Investments Inc. Sebastian FL 1627 US Hwy 1,pkauffmann@primerica.com,,Salesforce
350994,,Darryl Simpson,Registered Representative,"Ergawealth Advisors, Inc.",dsimpson@ergawealth.com,630-320-2078,Manual List Upload
10893572,Inactive Investor,Caylin Macomber,,Citigroup Global Markets Inc. Irving TX 6400 Las Colinas Blvd,,,Salesforce
9647807,,Bob Cline,,,blueray608@gmail.com,,List import
11172229,Inactive Investor,Roger Wittenberg,Co-Founder;Investment Advisor,"Bodhi Tree Capital Management, LLC",rwittenberg@bodhitreecapitalmanagement.com,,Salesforce
183268,,tilmar goos,,[Unknown],tilmargoos@gmail.com,,Organic Search
11069499,Inactive Investor,Jack Keller,,"Raymond James Financial Services, Inc. Sturgeon Bay WI 4050 State Hwy 42/57",jack.keller@raymondjames.com,,Salesforce
11106815,Inactive Investor,Jose Aragon,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,josearagon@statefarm.com,,Salesforce
10643976,,Robin Tardy,,,tardy.robin@ntrs.com,,List Import
10923928,Inactive Investor,Rachel Berg,Client Associate,UBS Financial Services Inc. New York NY 299 Park Ave,rachel.berg@ubs.com,,Salesforce
10817852,Inactive Investor,Dawnalizabeth Henke,Chief Compliance Officer;Chief Operating Officer;Owner;Principal,"Capital Advantage, Inc. Lafayette CA 3470 Mt Diablo Blvd",,,Salesforce
9590440,,Eddie Patel,,,egp@eddiepatel.com,,List import
10930186,Inactive Investor,Michael Min,,Cetera Advisor Networks LLC New York NY 200 Liberty St,,,Salesforce
11026883,Inactive Investor,Michael Weinstein,,Country Capital Management Company Arlington Heights IL 5 E College Dr,michael.weinstein@countryfinancial.com,,Salesforce
10901100,Inactive Investor,Justin Ruester,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11239174,Inactive Investor,Brett Lange,,LPL Financial LLC,brett.lange@lpl.com,,Salesforce
11188665,Inactive Investor,Knoll Axt,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Baltimore MD 1201 Wills St,knoll.axt@morganstanley.com,,Salesforce
9646951,,Khionne Awer,,,khionne.awer@citi.com,,List import
9611767,,Tina Wadhwa,,,twadhwa@gmail.com,,List import
10844817,Inactive Investor,Cameron Dunford,Financial Advisor;Partner;Wealth Manager,Varra Wealth Management LLC,cameron@varrafinancial.com,,Salesforce
373214,,Nick Preston,,[Unknown],n.preston@gmail.com,,source
127944,,Mark Butterworth,,"Cwm, Llc",mbutterworth@carsoninstitutional.com,,
235307,, -,,[[Unknown]],tiyo1942@yahoo.com,,Paid Search
54067,,Kevin Richardson,Financial Planner,Lincoln Financial Advisors Corporation,kevin.richardson@lfg.com,615-846-3333,
11206363,Inactive Investor,Mark Cook,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,mcook@ft.newyorklife.com,,Salesforce
10922953,Inactive Investor,Sean Condon,Financial Planner;Wealth Advisor,Perritt Capital Management Inc,scondon@perrittcap.com,,Salesforce
10755157,Inactive Investor,Elaine Shelton,Senior Registered Associate,Morgan Stanley Marlton NJ 303 Lippincott Dr,elaine.shelton@morganstanley.com,,Salesforce
10811660,Inactive Investor,Brandon Stone,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",bstone@massmutual.com,,Salesforce
9548499,,Mitchell Baker,,,themitchbaker@gmail.com,,List import
6964971,,Md Kawsar,,,mdk717107@gmail.com,,Web Form Fillout
11072446,Inactive Investor,Kevin Meyer,,"Independent Advisor Alliance, LLC Temple TX 7480 Honeysuckle",,,Salesforce
38657,,Sean Criss,,Fisher Investments,s.criss@fi.com,,
11154887,Inactive Investor,Markk Middleton,,State Farm VP Management Corp. Kapolei HI 2176 Lauwiliwili St,mark.middleton.cjhm@statefarm.com,,Salesforce
10939291,Inactive Investor,Grier Edwards,,Commonwealth Financial Network Ann Arbor MI 214 N 4th Ave,,,Salesforce
10774212,Inactive Investor,Richard Tsoumas,,"Kestra Investment Services, LLC Battle Creek MI 500 Country Pine Ln",,,Salesforce
10893333,Inactive Investor,Brian Walsh,,Cetera Financial Specialists LLC Rochelle Park NJ 201 W Passaic St,brian.walsh@ceterafs.com,,Salesforce
9619938,,Karl-Otto Hartmann,,,karl@40act.com,,List import
10816685,Inactive Investor,Matthew Hines,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",matthew.hines@ml.com,,Salesforce
11076666,Inactive Investor,Michael Duncan,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",michael.duncan@schwab.com,,Salesforce
11174545,Inactive Investor,Lester German,,"N.I.S. Financial Services, Inc.",,,Salesforce
11152891,Inactive Investor,Francis Labelle,,"Osaic Wealth, Inc. Hadley MA Private Residence",,,Salesforce
11173223,Inactive Investor,Jayne Bushman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rochester MN 4041 28th St NW",jayne_bushman@ml.com,,Salesforce
11196160,Inactive Investor,Deborah Laughren,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",deborah_laughren@ml.com,,Salesforce
10919460,Inactive Investor,Brian Hoguet,Investment Advisor Representative,"MFG Investments, LLC",brian.hoguet@mfginvestments.com,,Salesforce
10768512,Inactive Investor,Terry Picciano,,&Partners Hilton NY Private Residence,terry.picciano@wellsfargoadvisors.com,,Salesforce
11041267,Inactive Investor,Joseph Defazio,Chief Compliance Officer;Founder;Managing Member;Principal,10th Street Capital,joseph@10thstreetcapital.com,,Salesforce
11159950,Inactive Investor,Cameron Dickerson,Managing Partner,Aurelien Capital Partners,cameron@aureliencapitalpartners.com,,Salesforce
10922763,Inactive Investor,William Crews,Trust Advisor,D.A. Davidson & Co. Wilmington NC 1001 Military Cutoff Rd,wcrews@dadco.com,,Salesforce
11129101,Inactive Investor,James Jones,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",jdavid_jones@ml.com,,Salesforce
10618643,,Anne Duffy,,,aduffy@ptam.com,,List Import
10947349,Inactive Investor,Ilya Zlotnik,Partner;Wealth Advisor,Vivaldi Capital Management LP,izlotnik@vivaldicap.com,,Salesforce
11137644,Inactive Investor,David Alison,President;Regulatory Contact,Prosperity Capital Advisors,,,Salesforce
10821948,Inactive Investor,Kelly Watzka,,Commonwealth Financial Network Kimberly WI 1001 Truman St,kwatzka@commonwealth.com,,Salesforce
9564437,,George Parent,,,george.parent@lpl.com,,List import
11105322,Inactive Investor,Christopher Lee,,"Wells Fargo Clearing Services, LLC Arcata CA 1103 G St",,,Salesforce
9587118,,Sarah Aluise,,,sarah.aluise@huntington.com,,List import
11060439,Inactive Investor,Kevin Smith,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Everett WA Private Residence",kevin.smith@mutualofomaha.com,,Salesforce
11238185,Inactive Investor,Jon Ault,,Principal,ault.jonathan@principal.com,,Salesforce
10910631,Inactive Investor,Benjamin Satterfield,Financial Advisor,"Regatta Capital Group, LLC",benjamin@regattainvest.com,,Salesforce
11203703,Inactive Investor,Kenneth Zehnder,Chief Compliance Officer;Financial Advisor;Founder;President,A B L E Wealth Management Solutions LLC,kenzehnder@ablewms.com,,Salesforce
11132269,Inactive Investor,Jeremy Eubank,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,jeremy.eubank@fidelity.com,,Salesforce
10837716,Inactive Investor,Ryan Mostyn,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",ryan.j.mostyn@ml.com,,Salesforce
11191179,Inactive Investor,David Neiman,,"Barnabas Capital, LLC",,,Salesforce
9542993,,Robby Nugraha,,,robbydwiadityanugraha@gmail.com,,List import
9564859,,jeffrey eglow,,,jeglow@newbridgesecurities.com,,List import
11268887,,"Adrian Barbour, Esq., MSGL",,,avbarbour@att.net,,Web Form Fillout
10861271,Inactive Investor,Robert Villi,,"The Leaders Group, Inc.",,,Salesforce
11126933,Inactive Investor,Freddie Spears,Financial Advisor,Park Avenue Securities LLC Crestview FL 492 Texas Pkwy,fred_spears@glic.com,,Salesforce
10885186,Inactive Investor,Maria Benton,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",mariaelena.benton@nm.com,,Salesforce
9581906,,Raymond Levitre,,,ray@networthadvice.com,,List import
10959488,Inactive Investor,Kevin Falkenstein,,Vanguard Marketing Corporation,kevin_falkenstein@vanguard.com,,Salesforce
11147400,Inactive Investor,John Clark,Vice President - Investments,"Raymond James & Associates, Inc. Fort Wayne IN 9910 Dupont Circle Dr E",jc.clark@raymondjames.com,,Salesforce
9640690,,Jeff Radnidge,,,jeffradnidge@gmail.com,,List import
10962092,Inactive Investor,Charu Priya Karunakaran,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Huntersville NC 14215 Market Square Dr",charu.priya@wellsfargo.com,,Salesforce
10869688,Inactive Investor,Abiel Acosta,Private Wealth Advisor,"Osaic FA, Inc. Oxnard CA 300 E Esplanade Dr",abiel.acosta@lfg.com,,Salesforce
167241,,Dimitrios Mandamadiotis,,[Unknown],dimitriosmandamadiotis@gmail.com,,Other
11018524,Inactive Investor,Carlton Lucas,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",carlton.lucas@tiaa.org,,Salesforce
10616941,,Roger Veome,,,roger.veome@alexbrown.com,,List Import
11165647,Inactive Investor,Jennifer Bilodeau,Senior Client Associate,"Wells Fargo Clearing Services, LLC Reading PA 1250 Broadcasting Rd",jennifer.bilodeau@wellsfargoadvisors.com,,Salesforce
10808511,Inactive Investor,Brendan McCarthy,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",brendan_mccarthy@ml.com,,Salesforce
10830657,Inactive Investor,Mary Giconi,Chief Compliance Officer,"Fort Pitt Capital Group, LLC",mgiconi@fortpittcapital.com,,Salesforce
11167373,Inactive Investor,Shea Sullivan,,Morgan Stanley Kirkland WA 4000 Carillon Pt,shea.sullivan@morganstanley.com,,Salesforce
227648,, -,,[[Unknown]],aprilalane@aol.com,,Paid Search
9620148,,Andrew Kim,,,jw.kim@bono.tech,,List import
9632771,,Christopher Kirsten,,,cwckirsten@gmail.com,,List import
346034,,Caroline Harnois,"Director, Accounting",Axium Infrastructure Us Inc.,charnois@axiuminfra.com,646-449-9058,Manual List Upload
11204256,Inactive Investor,Nicolas Vollmer,Financial Consultant,"Charles Schwab & Co., Inc. Menlo Park CA 800 El Camino Real",,,Salesforce
10813544,Inactive Investor,Scott Hardie,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",scott_hardie@ml.com,,Salesforce
10996647,Inactive Investor,John Dickson,,"Raymond James Financial Services, Inc. Charleston SC 850 Morrison Dr",john.dickson@raymondjames.com,,Salesforce
10614996,,Renee Wainberg,Financial Advisor,,renee.wainberg@morganstanley.com,,List Import
11009098,Inactive Investor,Thomas Dodd,,"Osaic Wealth, Inc. Woodland Hills CA 5959 Topanga Canyon Blvd",,,Salesforce
10440522,,Tim Bunkley,,,bunmar5525@gmail.com,,Web Form Fillout
10974805,Inactive Investor,Jana Cusack,,"Wells Fargo Advisors Financial Network, LLC Pocatello ID 333 S Main St",jana.cusack@wfafinet.com,,Salesforce
11231852,Inactive Investor,Benjamin Bloss,,Fidelity Brokerage Services LLC,,,Salesforce
11080250,Inactive Investor,Samuel Myers,Financial Advisor,Edward Jones Hollywood SC 6251 Hwy 162,samuel.myers@edwardjones.com,,Salesforce
11205784,Inactive Investor,Khalid Yasin,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 250 S Park Ave",,,Salesforce
11139672,Inactive Investor,Mallory Stein,Client Service Representative;Paraplanner,"Ameriprise Financial Services, LLC Opelika AL 2104 Executive Park Dr",mallory.stein@ampf.com,,Salesforce
10834325,Inactive Investor,David Lee,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Diego CA 12544 High Bluff Dr",leedr@stifel.com,,Salesforce
9589467,,James Sawers,"Chief Compliance Officer, Designated Officer, Managing Member, Managing Partner, President",Uptown Capital Advisors,kemp@uptowncapital.com,,List import
342847,,Ken Chapman,Capital Markets Lead - Digital Assets and Blockchain,Wells Fargo,kenneth.chapman@wellsfargo.com,,
230698,, -,,[[Unknown]],qwongin2003@yahoo.com,,
10961162,Inactive Investor,Lynn Ballinger,,"MML Investors Services, LLC Memphis TN 5100 Poplar Ave",,,Salesforce
10783689,Inactive Investor,Scott Kleinbaum,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reno NV 5301 Kietzke Ln",scott.kleinbaum@schwab.com,,Salesforce
11219833,,David Searls,,,dsearls@sarofim.com,,Other
10613673,,Neal Fiore,"Financial Advisor, Managing Director",,neal.fiore@wellsfargo.com,,List Import
10791768,Inactive Investor,Eric Carter,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,eric.carter@ubs.com,,Salesforce
9643619,,SUNHO LEE,,,aprilia@hanafos.com,,List import
10606162,,Michael Sussman,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",michael.sussman@raymondjames.com,516-747-3300,List Import
10659346,,David Farnum,,,david.farnum@raymondjames.com,,List Import
11166991,Inactive Investor,Daniel Stern,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Roseville CA 3001 Douglas Blvd,daniel.stern@ubs.com,,Salesforce
11020506,Inactive Investor,Anne Nguyen,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,anne.nguyen@jpmorgan.com,,Salesforce
10833912,Inactive Investor,Alexander Kissee,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",alexander.kissee@ml.com,,Salesforce
10647510,,Patrick Henderson,,,ops@aveocapital.com,,List Import
11033147,Inactive Investor,Albert Hall,,"N.I.S. Financial Services, Inc.",,,Salesforce
11005866,Inactive Investor,Matthew Gooch,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
10775286,Inactive Investor,Jennifer Mogck,,Goldman Sachs & Co. Philadelphia PA 1735 Market St,jennifer.mogck@gs.com,,Salesforce
9630711,,Stephen Sanborn,,,ssanborn1454@yahoo.com,,List import
338959,,Megan Sandell,Financial Specialist,Ehlers,msandell@ehlers-inc.com,800-717-9742,Manual List Upload
9589943,,Robert Karras,,,rkarras@rkarras.com,,List import
11042695,Inactive Investor,Lucile Steitz,Executive Wealth Manager,Sage Financial Group Inc.,,,Salesforce
9609217,,Jeff Ferrell,,,jbferr@gmail.com,,List import
9619861,,jihoon heo,,,wnlgnsl@naver.com,,List import
11012011,Inactive Investor,Emily Ciavarella,,"Pruco Securities, LLC. Youngstown OH 211 S Main St",emily.ciavarella@prudential.com,,Salesforce
9564159,,Austin Mire,,,amire@royalaa.com,,List import
10911237,Inactive Investor,Nathan Roberts,Financial Advisor,LPL Financial LLC Biloxi MS 2602 Pass Rd,nathan.roberts@lpl.com,,Salesforce
11066708,Inactive Investor,Avery Krasnow,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,,,Salesforce
9583154,,Kermit Claytor,,,kermit@menloadvisors.com,,List import
9575215,,Kathleen Fortoul,,,kfortoul@firstrepublic.com,,List import
1004404,Inactive Investor,Ed Orzetti,,Ed Orzetti,edorzetti@gmail.com,,Direct
10886651,Inactive Investor,Ryan Jordan,Financial Advisor Trainee,"Raymond James & Associates, Inc. Bend OR 1001 SW Disk Dr",ryan.jordan@raymondjames.com,,Salesforce
10950843,Inactive Investor,Grayson Sipe,Private Client Advisor,J.P. Morgan Securities LLC Cheyenne WY 3502 Dell Range Blvd,,,Salesforce
7253428,,Robert Thomas,,,b.thomas242@outlook.com,,Web Form Fillout
11025957,Inactive Investor,Nicholas Nunley,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
9598398,,Pierre Sabatier,,,pierre.sabatier@yahoo.com,,List import
10902911,Inactive Investor,Joseph Robertson,Executive Director,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9592309,,Michaela Beckman,,,michaela@valiantcapital.com,,List import
10957647,Inactive Investor,Brian Nelson,,"Osaic Wealth, Inc. Gadsden AL 4990 US Hwy 278 E",,,Salesforce
10780303,Inactive Investor,Ariel Jacobs,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lee NJ 2200 Fletcher Ave",ariel_jacobs@ml.com,,Salesforce
10760799,Inactive Investor,Peter Dougherty,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chagrin Falls OH 45 E Washington St",peter_dougherty@ml.com,,Salesforce
10788329,Inactive Investor,Donald Creech,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",donald.creech@nm.com,,Salesforce
11198703,Inactive Investor,Chao-An Yang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10961674,Inactive Investor,Christopher Fortune,Group Manager;Investment Advisor,Fisher Investments,,,Salesforce
217627,,Cassidy Blonsky,,United States,sweeps1eecrb@gmail.com,,
11026390,Inactive Investor,Christopher Polo,,State Farm VP Management Corp. Chicago IL 200 S Michigan Ave,,,Salesforce
240105,,Eric Linser,,Perigon Wealth Management,eric.linser@perigonpartners.com,,Database Upload
10537950,,FOUZIA AZIZ,,,refocus2010@gmail.com,,Web Form Fillout
10990899,Inactive Investor,Kaitlyn Kelly,Operations Leader;Operations Manager,"Ameriprise Financial Services, LLC Great Neck NY 111 Great Neck Rd",katie.kelly@ampf.com,,Salesforce
10835608,Inactive Investor,Ryan Bippert,Financial Advisor,Edward Jones Andover KS 1953 N Andover Rd,ryan.bippert@edwardjones.com,,Salesforce
341625,,Michael Ludwig,Director,"Muzinich & Co., Inc.",mludwig@muzinich.com,212-888-3413,Manual List Upload
11090732,Inactive Investor,Patricia French,Financial Advisor,UBS Financial Services Inc. Mount Pleasant SC 941 Houston Northcutt Blvd,georgia.french@ubs.com,,Salesforce
350560,,Doelle Greenberg,Executive Assistant,"Polen Capital Management, Llc",dgreenberg@polencapital.com,156-124-12425,Manual List Upload
10785514,Inactive Investor,Sarah Pulsifer,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,sarah.pulsifer@fidelity.com,,Salesforce
179856,,Jimmy Nativel,,[Unknown],jimmy@nativel.fr,,
4748707,,Jeffrey Howard,,,jehcryptonews@gmail.com,,Web Form Fillout
11221953,,John Baker,,,jbaker@wealthenhancement.com,,List import
9556944,,Devon Reynolds,,,dreynolds@massmutual.com,,List import
9648189,,sharmarke hassan,,,shdhassan@yahoo.co.uk,,List import
11041436,Inactive Investor,Matthew Stiphany,,"Raymond James & Associates, Inc.",matthew.stiphany@raymondjames.com,,Salesforce
10937471,Inactive Investor,Alina Thompson,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",alina.thompson@nm.com,,Salesforce
10806830,Inactive Investor,William Dozier,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wilmington NC 324 Greenville Ave",william.dozier1@wellsfargoadvisors.com,,Salesforce
11089052,Inactive Investor,Heather Micati,Member;Regulatory Contact,"Family CFO, LLC Saratoga Springs NY 105 Regent St",hmicati@familycfollc.com,,Salesforce
11194874,Inactive Investor,Ryan Hoang,,"Farmers Financial Solutions, LLC Seattle WA 16400 Southcenter Pkwy",,,Salesforce
11065981,Inactive Investor,Jacob Steinmann,Financial Advisor,"Osaic Wealth, Inc. New York NY 347 5th Ave",,,Salesforce
11161207,Inactive Investor,Delce Zlatkov,,PFS Investments Inc. Cranford NJ 340 N Ave E,delce.zlatkov@primerica.com,,Salesforce
10938940,Inactive Investor,Darwin Torres,Associate;Officer,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
10868787,Inactive Investor,Wendy Peperkorn,Financial Planner,"Pruco Securities, LLC. Milwaukee WI 10000 W Innovation Dr",wendy.peperkorn@prudential.com,,Salesforce
10873657,Inactive Investor,Robert Suss,Premier Banker,"Wells Fargo Clearing Services, LLC Columbia SC 10136 2 Notch Rd",,,Salesforce
11134782,Inactive Investor,Adetayo Adewole,,"Wells Fargo Clearing Services, LLC Bethesda MD 8302 Woodmont Ave",adetayo.f.adewole@wellsfargo.com,,Salesforce
11042560,Inactive Investor,John Mccaffrey,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",john.mccaffrey@nm.com,,Salesforce
9621020,,Corey Hendershot,,,chendershot@buckinghamgroup.com,,List import
10303,,Caroline Shi,,Acadian Asset Management,cshi2006@gmail.com,6172706699,Organic Search
10898287,Inactive Investor,Mary Guzak,Financial Advisor,Edward Jones Frankenmuth MI 117 Hubinger St,mary.guzak@edwardjones.com,,Salesforce
10990975,Inactive Investor,Willie Debrew,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,willie.debrew@primerica.com,,Salesforce
351259,,Cari Robinson,"Director, Human Resources",Cherokee & Walker Management,cari@cherokeeandwalker.com,801-278-7800,Manual List Upload
11070295,Inactive Investor,Matthew Mendenhall,,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
11163254,Inactive Investor,George Keady,,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,george.keady@ubs.com,,Salesforce
10758146,Inactive Investor,Brent Esplin,Financial Advisor,Edward Jones Rexburg ID 526 1st American Cir,brent.esplin@edwardjones.com,,Salesforce
9878883,,Solomon Lawrence,,GBTC,solomonlawrence35@gmail.com, +233551586921,Web Form Fillout
11110810,Inactive Investor,Corey Barker,Senior Bank Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",,,Salesforce
11212120,Inactive Investor,Brett Dawsey,Vice President,Robert W. Baird & Co. Incorporated,bdawsey@rwbaird.com,,Salesforce
10881026,Inactive Investor,Thomas Forcella,Financial Planner,LPL Financial LLC Redding CA 1600 Victor Ave,tom.forcella@lpl.com,,Salesforce
11202559,Inactive Investor,John Fosdick,Chief Executive Officer;President,Best Invest,john@bestinvestsa.com,,Salesforce
11035418,Inactive Investor,Brett Adams,,"Transamerica Financial Advisors, Inc Brookfield WI 13400 Bishops Ln",brett.adams@tfaconnect.com,,Salesforce
11019010,Inactive Investor,Daniel Schmitz,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_schmitz@vanguard.com,,Salesforce
10962824,Inactive Investor,Austin Hogan,Paraplanner,"Ameriprise Financial Services, LLC Arlington TX 700 Highlander Blvd",austin.hogan@ampf.com,,Salesforce
11136079,Inactive Investor,Philip Mailloux,,Commonwealth Financial Network Worcester MA 108 Grove St,pmailloux@commonwealth.com,,Salesforce
11158255,Inactive Investor,Robert Champagne,,"Cambridge Investment Research, Inc. Plainville MA 23 Messenger St",robert.champagne@cambridgeresource.com,,Salesforce
10983149,Inactive Investor,Myron Butt,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,myron.butt@primerica.com,,Salesforce
11074777,Inactive Investor,Mark McDonald,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",,,Salesforce
9625417,,hai duong,,,tienhai2061998@gmail.com,,List import
10770424,Inactive Investor,Kong Bun,,"VALIC Financial Advisors, Inc. Houston TX 2777 Allen Pkwy",kong.bun@valic.com,,Salesforce
11048654,Inactive Investor,Yina Bae,,"Cadaret, Grant & Co., Inc. Buffalo NY 5680 Main St",,,Salesforce
9569769,,Andre Neuber,,,aneuber75@gmail.com,,List import
9614978,,Daniel Zamarron,,,dzamarron8@gmail.com,,List import
10861057,Inactive Investor,Allison Priestley,Client Associate,D.A. Davidson & Co. Roseburg OR 1495 NW Garden Valley Blvd,,,Salesforce
11094429,Inactive Investor,Sarah Hunker,Financial Advisor;Financial Advisor Trainee,Edward Jones Clyde OH 137 W Buckeye St,sarah.hunker@edwardjones.com,,Salesforce
64681,,Adam Weeman,Financial Consultant,Thrivent Investment Management Inc.,adam.weeman@thrivent.com,605-271-2701,
10767103,Inactive Investor,Lisa Boyer,,"Cambridge Investment Research, Inc. Arcola IL 102 E Main St",,,Salesforce
10764808,Inactive Investor,Bryan Hendricks,Financial Consultant;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",bryan.hendricks@wellsfargoadvisors.com,,Salesforce
11066700,Inactive Investor,Emily Fujita,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10878049,Inactive Investor,Simon Store,Financial Advisor,"Ameriprise Financial Services, LLC Ironwood MI 100 S Suffolk St",simon.store@ampf.com,,Salesforce
10996802,Inactive Investor,Sekou Soumah,,J.P. Morgan Securities LLC Bowie MD 2031 Saint Josephs Dr,sekou.soumah@jpmorgan.com,,Salesforce
230490,, -,,[[Unknown]],ozark45guy@yahoo.com,,
11205828,Inactive Investor,Francis Carroll,,"Wells Fargo Advisors Financial Network, LLC Florham Park NJ 25B Vreeland Rd",francis.carroll@wellsfargoadvisors.com,,Salesforce
9614553,,Micahel Hayter,,,mehayter@protonmail.com,,List import
10950234,Inactive Investor,Cory Fortune,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,cory.fortune@primerica.com,,Salesforce
11040629,Inactive Investor,Michael Adams,,"Cambridge Investment Research, Inc. Bath NC 424 Carteret St",,,Salesforce
10493435,,Jerimiah Rasmussen,,,jjrnew100@gmail.com,2534800067,Web Form Fillout
10785402,Inactive Investor,Richard Duby,Financial Advisor,LPL Financial LLC Temecula CA 31600 Corte Padrera,richard.duby@lpl.com,,Salesforce
11059123,Inactive Investor,Thomas Voorhees,Financial Consultant,"Equitable Advisors, LLC Sioux Falls SD 3701 W 49th St",thomas.voorhees@equitable.com,,Salesforce
10769960,Inactive Investor,Mark Gilmer,,J.P. Morgan Securities LLC Ann Arbor MI 105 Briarwood Cir,mark.w.gilmer@jpmorgan.com,,Salesforce
1870190,,Armando Hernandez,,,armandoh15@gmail.com,,
11194879,Inactive Investor,Fillip Gershon,,Cetera Advisors LLC Belmar NJ 1540 State Rte 138,fgershon@ceteraadvisors.com,,Salesforce
10941446,Inactive Investor,Patrick Clark,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10964053,Inactive Investor,Johnathon Sawaged,,B. Riley Wealth Management Poughkeepsie NY 11 Raymond Ave,jsawaged@brileywealth.com,,Salesforce
9620699,,Emmanuel Birba,,,em.birba@gmail.com,,List import
9609752,,Lukasz Obuchowicz,,,lukasz.obuchowicz@kogito-ventures.com,,List import
10860163,Inactive Investor,Spencer Seggebruch,Chief Investment Officer,R.T. Jones Capital Equities Management Inc.,spencer@artesysonline.com,,Salesforce
11164390,Inactive Investor,Steven Gordon,,"Farmers Financial Solutions, LLC Long Beach CA 1800 Palo Verde Ave",sgordon1@farmersagent.com,,Salesforce
11123972,Inactive Investor,Sergey Sayapin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,sergey_sayapin@vanguard.com,,Salesforce
11119494,Inactive Investor,Bhavesh Bhayani,,"The Investment Center, Inc. Paramus NJ 80 Paramus Rd",bbhayani@investmentctr.com,,Salesforce
10782155,Inactive Investor,Eric Johnson,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingston NY 108 N Front St",eric_johnson@ml.com,,Salesforce
10965656,Inactive Investor,Sirui Pu,,"RBC Capital Markets, LLC",,,Salesforce
9571622,,Shannon Kurtas,,,skurtas@gmail.com,,List import
10921129,Inactive Investor,Ritu Pawa,Private Client Banker,J.P. Morgan Securities LLC Carle Place NY 400 Old Country Rd,ritu.pawa@jpmorgan.com,,Salesforce
9643954,,marvin Rosenbloom,,,m_rosenbloom@yahoo.com,,List import
5248980,,Daniel Badibe,,,daniel.badibe@gmail.com,,Web form fillout
10870288,Inactive Investor,Zachary Stitzer,Assistant Vice President - Investments;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",zachary.stitzer@ml.com,,Salesforce
10953479,Inactive Investor,Brian Hiser,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9580666,,Aaron Christopherson,,,aaron@thinkpinnacle.com,,List import
11112642,Inactive Investor,Emily Werner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,emily.werner@fmr.com,,Salesforce
10883614,Inactive Investor,Chad Mason,,Fidelity Brokerage Services LLC,,,Salesforce
9557211,,Bert Livingston,,,livingston_bert@nlvmail.com,,List import
10944243,Inactive Investor,Kenneth Toscano,,NYLIFE Securities LLC Edison NJ 379 Thornall St,ktoscano@ft.newyorklife.com,,Salesforce
10944397,Inactive Investor,James Andersen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11099892,Inactive Investor,Janet Nguyen,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11136697,Inactive Investor,Melissa Link,Registered Associate,Morgan Stanley Allentown PA 515 Hamilton St,melissa.link@morganstanley.com,,Salesforce
11042122,Inactive Investor,Wade Lotz,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",wade.lotz@schwab.com,,Salesforce
333380,,Chris Hagedorn,,First Financial Bank,christopher.hagedorn@bankatfirst.com,,Manual List Upload
11236394,Inactive Investor,Jessica Kinonen,Financial Advisor,"ERTS Wealth Advisors, LLC",jessica@mommaerts-mahaney.com,,Salesforce
11087429,Inactive Investor,Hayley Higgins,,LPL Financial LLC Oceanside CA Private Residence,hayley.higgins@lpl.com,,Salesforce
10977379,Inactive Investor,Frankie Hunt,,SECU Brokerage Services Pembroke NC 921 W 3rd St,frankie.hunt@ncsecu.org,,Salesforce
10488132,,Gordon Stevenson,"Financial Advisor, Senior Vice President",Morgan Stanley,gordon.stevenson@morganstanley.com,,List Import
152991,,David Murphy,,[Unknown],dave_m_murphy@hotmail.com,,Paid Social
101755,,John Sieger,,Newport News Shipbuilding,thesiegers@san.rr.com,757-615-9794,
11160854,Inactive Investor,Christine Grady,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,christine.grady@fidelity.com,,Salesforce
10617224,,Jean Lacour,,,jp.lacour@raymondjames.com,,List Import
211589,,Kandie Stroud,CEO,Stroud Communications,kandystroud3@yahoo.com,,Content
10779057,Inactive Investor,Daniel Kuplic,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",daniel.f.kuplic@ampf.com,,Salesforce
11080600,Inactive Investor,Deborah Josue,,Edward Jones Monterey CA 2 Lower Ragsdale Dr,deborah.josue@edwardjones.com,,Salesforce
9553820,,Mary Bennett,,,mary.bennett@transamerica.com,,List import
9543265,,Omer Arshad,,,omer.arshad2007@gmail.com,,List import
10841321,Inactive Investor,Brendan Moses,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",brendan.moses@raymondjames.com,,Salesforce
9567473,,Lee Hyatt,,,lee.hyatt@fidelity.com,,List import
10939918,Inactive Investor,Stephen Martin,,LPL Financial LLC Birmingham AL 6400 Tattersall PArk Dr,stephen.martin1@lpl.com,,Salesforce
10910968,Inactive Investor,Nicholas Rouillard,,"TIAA-CREF Individual & Institutional Services, LLC",nicholas.rouillard@tiaa.org,,Salesforce
10493593,,salimun salimun,,,imungsalimun@yahoo.co.id,,Web Form Fillout
335347,,Joey Moore,Managing Director,"Optimum Investment Advisors, Llc",jmoore@optimuminvestment.com,312-782-1515,Manual List Upload
11167563,Inactive Investor,Erica Smith,,"American Portfolios Financial Services, Inc. North Palm Beach FL 840 US Hwy 1",esmith@americanportfolios.com,,Salesforce
10612571,,Matthew Meddaugh,Financial Advisor,,matthew.meddaugh@ampf.com,,List Import
9541044,,Jakree Anantasirisombat,,,jakree_joke@yahoo.com,,List import
10965725,Inactive Investor,Christopher Arduini,Financial Advisor,"Wells Fargo Clearing Services, LLC Herndon VA 2575 John Milton Dr",,,Salesforce
10891275,Inactive Investor,Mason Bryant,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",mason.bryant@ml.com,,Salesforce
10897139,Inactive Investor,Abraham Guzman Angulo,,Thrivent Investment Management Inc.,abraham.guzman@thrivent.com,,Salesforce
11059565,Inactive Investor,Thomas Figgiani,Relationship Banker,J.P. Morgan Securities LLC Huntington NY 350 Main St,thomas.figgiani@chase.com,,Salesforce
11216889,,Grant Anthony,,,grant.anthony@lpl.com,,Other
10765811,Inactive Investor,Katharine Osborne,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC Charlotte NC 6000 Fairview Rd",katharine.osborne@rbc.com,,Salesforce
11197285,Inactive Investor,Walter Satterwhite,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",walter.satterwhite@ampf.com,,Salesforce
223619,,Tewolde Gebremariam,CEO,Ethiopian Airlines,tewoldegebremariam@gmail.com,,Event
10904513,Inactive Investor,Brett Baker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florence AL 301 N Seminary St",brett_baker@ml.com,,Salesforce
10786116,Inactive Investor,Stephanie Deur,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2321 Rosecrans Ave",stephanie.love@ustrust.com,,Salesforce
10892617,Inactive Investor,Angela Ruddock,,"Cambridge Investment Research, Inc. Rockport TX 1002 E Main St",,,Salesforce
10806419,Inactive Investor,John Poole,Managing Director;Managing Director - Marketing,Todd Asset Management LLC,jpoole@toddasset.com,,Salesforce
346650,,Stephanie Enright,Customer Relationship Manager,Srm Advisors,stephanie@srmadvisors.com,503-244-8905,Manual List Upload
10882805,Inactive Investor,Brad Elixson,,"Woodmen Financial Services, Inc.",blelixson@woodmen.org,,Salesforce
9602041,,Darryl Hanamura,,,v1aviation@msn.com,,List import
9548075,,Dennis Hou,,,dhou@financialguide.com,,List import
10838017,Inactive Investor,David Arlott,Financial Advisor,LPL Financial LLC Houston TX 3737 Buffalo Speedway,david.arlott@lpl.com,,Salesforce
9595593,,Susan Caston,,,susan@bakerstreetadvisors.com,,List import
8480876,,Erich Luebkert,,T Rowe Price,erich.luebkert@troweprice.com,,List Import
11213030,Inactive Investor,Jaime Mendez,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
10951355,Inactive Investor,Alyssa Dedrick,Assistant Vice President;Retirement Product Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jersey City NJ 101 Hudson St",,,Salesforce
11010352,Inactive Investor,Paula Juszczyk,,Cetera Advisor Networks LLC,,,Salesforce
9622883,,Sina Yeganeh,,,sina.yeganeh@mlp.com,,List import
10510478,,Mary Ellen Mahoney,,,kulmax@comcast.net,,List Import
37897,,Robert Esposito,Financial Consultant,Thrivent Investment Management Inc.,robert.esposito@thrivent.com,609-242-1000,
11027918,Inactive Investor,Jose Hidalgo Burgos,,J.P. Morgan Securities LLC New York NY 3515 Broadway,jose.hidalgo-burgos@jpmorgan.com,,Salesforce
11161748,Inactive Investor,Daniel Martin,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,danielmartin@statefarm.com,,Salesforce
11147629,Inactive Investor,Daniel Ryan,Client Advisor;Director,"Raymond James & Associates, Inc. Boston MA 1 International Pl",dan.ryan@alex-brown.com,,Salesforce
9568452,,John Carlson,,,jrcarlsonphd@gmail.com,,List import
11178658,Inactive Investor,Gordon Stofer,,"Cherry Tree & Associates, LLC",gstofer@cherrytree.com,,Salesforce
9635393,,Trish Oppeau,,,oppeaut@pfm.com,,List import
11102949,Inactive Investor,Myrna Granados,,PFS Investments Inc. Newark CA 39899 Balentine Dr,myrnaliliagranados@primerica.com,,Salesforce
11151747,Inactive Investor,Kyle Laubenstein,Financial Advisor,LPL Financial LLC Green Bay WI 425 Packerland Dr,kyle.laubenstein@lpl.com,,Salesforce
9619205,,Beverly Zanders,,,icreatevalue@gmail.com,,List import
9614848,,Valentin Vicente,,,curro.vicente@gmail.com,,List import
10843540,Inactive Investor,Rebecca Golembiski,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 Paramus Rd",rebecca.j.golembiski@ampf.com,,Salesforce
10901183,Inactive Investor,Kelly Keeney,Financial Advisor,"Ameriprise Financial Services, LLC Davenport IA 5405 Utica Ridge Rd",kelly.m.jansen@ampf.com,,Salesforce
10822955,Inactive Investor,Karen Day,Financial Advisor,Householder Group Estate & Retirement Specialists Clackamas OR 10135 SE Sunnyside Rd,kday@householdergroup.com,,Salesforce
11029411,Inactive Investor,Robert Slawinski,Investment Advisor Representative,"Transamerica Financial Advisors, Inc West Palm Beach FL 2001 Palm Beach Lakes Blvd",robert.slawinski@tfaconnect.com,,Salesforce
10994424,Inactive Investor,Kevin Kelly,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9629675,,Patrick Bloch,,,patrickyvesbloch@gmail.com,,List import
9623221,,David Revtai,,,drevtai@gmail.com,,List import
10647188,,Brett Gallinger,,,brett.gallinger@transamerica.com,,List Import
10932930,Inactive Investor,Matthew Dreier,Chief Compliance Officer;Financial Advisor;Managing Member,"Wellspring Financial, LLC",mattd@wspringfinancial.com,,Salesforce
11151707,Inactive Investor,James Spach,Private Wealth Advisor,"Ameriprise Financial Services, LLC Calabasas CA 24025 Park Sorrento",,,Salesforce
10895811,Inactive Investor,David Padgett,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Columbus IN 404 Washington St",,,Salesforce
11064879,Inactive Investor,Charles Saacke,Private Wealth Advisor,"Ameriprise Financial Services, LLC Katy TX 2900 Commercial Center Blvd",c.travis.saacke@ampf.com,,Salesforce
10946079,Inactive Investor,Aaliyah Wilson,Associate Financial Advisor,Edward Jones Dover DE 3 S American Ave,aaliyah.wilson@edwardjones.com,,Salesforce
11199059,Inactive Investor,John Kennedy,,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",j.kennedy@raymondjames.com,,Salesforce
9555954,,Anthony Lanzillotta,,,anthony.lanzillotta@fmr.com,,List import
10919893,Inactive Investor,Brian Waelti,Independent Advisor,"Harbour Investments, Inc. Portage WI 130 E Cook St",,,Salesforce
11024763,Inactive Investor,Giuseppe Vecchiarelli,,Park Avenue Securities LLC Roseland NJ 103 Eisenhower Pkwy,giuseppe_vecchiarelli@glic.com,,Salesforce
9598147,,Cecil Godman,,,cgodman@merc-invest.com,,List import
11064550,Inactive Investor,Robert Price,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Fernandina Beach FL 1630 Park Ave",,,Salesforce
345047,,Richard Teutsch,Investment Manager,"Arcadia Investment Advisors, Llc",rteutsch@arcadiaia.net,208-342-7758,Manual List Upload
9549173,,Daren Taubenfeld,,,dtaubenfeld@twincap.com,,List import
11126185,Inactive Investor,Alfred Lopez,,LPL Financial LLC Metairie LA 117 Focis St,alfred.lopez@lpl.com,,Salesforce
10796449,Inactive Investor,Timothy Brenner,,"Raymond James Financial Services, Inc. Barberton OH 4050 Cleveland Massillon Rd",tim.brenner@raymondjames.com,,Salesforce
11148928,Inactive Investor,Gabriela Sardi,Vice President,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11051530,Inactive Investor,Deirdre DeRosa,Chief Compliance Officer;Senior Financial Planner;Wealth Management Advisor,RoundAngle Advisors LLC,dderosa@roundangleadvisors.com,,Salesforce
11183404,Inactive Investor,Craig Buzak,Financial Advisor,"Wells Fargo Clearing Services, LLC Cary NC 10050 Green Level Church Rd",craig.buzak@wellsfargoadvisors.com,,Salesforce
10838327,Inactive Investor,Jennifer Trembley,Financial Advisor,"Ameriprise Financial Services, LLC Thornton CO 9351 Grant St",jennifer.k.trembley@ampf.com,,Salesforce
9602373,,Paul Layton,,,paul.layton@personalcapital.com,,List import
10871587,Inactive Investor,Ivy Van,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westminster CA 6791 Westminster Blvd",ivy.van@ml.com,,Salesforce
10879555,Inactive Investor,Jeri Bitner,Compliance Officer,"CUSO Financial Services, L.P.",jbitner@cusonet.com,,Salesforce
10909486,Inactive Investor,Paul Casavecchia,First Vice President,"Equitable Advisors, LLC Melville NY 395 N Service Rd",paul.casavecchia@equitable.com,,Salesforce
10839259,Inactive Investor,Kristine Black,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kristine.black@fmr.com,,Salesforce
157990,,Arius Eich,,[Unknown],ariuseich@me.com,,Organic Search
11189883,Inactive Investor,Nicole Watson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
203000,,Kathleen Horvath,,[Unknown],ekhorvath@comcast.net,,Advertising
11049177,Inactive Investor,Charles Davis,,State Farm VP Management Corp. Oklahoma City OK 9315 S Pennsylvania Ave,,,Salesforce
11173468,Inactive Investor,Kevin Gunn,,LPL Financial LLC Larkspur CA 494 Magnolia Ave,kevin.gunn@lpl.com,,Salesforce
11137639,Inactive Investor,C. Mitchell,Chief Operating Officer;General Counsel,"Wellesley Asset Management, Inc.",dmitchell@wia.cc,,Salesforce
10965338,Inactive Investor,James Chao,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",james.chao@nm.com,,Salesforce
11024235,Inactive Investor,John Wirtz,Financial Advisor,LPL Financial LLC Avon Lake OH 32730 Walker Rd,john.wirtz@lpl.com,,Salesforce
11115606,Inactive Investor,Jack Austin,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
11153368,Inactive Investor,Ricardo Reguero-Colon,,"MML Investors Services, LLC San Juan PR 405 Calle Enrique Amadeo",rreguerocolon@massmutual.com,,Salesforce
11217761,,Walter Ammon,,,walter.ammon@lpl.com,,List Import
10847196,Inactive Investor,Barton Stein,Financial Advisor,Edward Jones Bandon OR 1230 Oregon Ave SW,bart.stein@edwardjones.com,,Salesforce
10839735,Inactive Investor,Edward Carey,,Cetera Financial Specialists LLC Edmond OK Private Residence,edward.carey@ceterafs.com,,Salesforce
10936094,Inactive Investor,Cheryl Kim,,State Farm VP Management Corp. Kamuela HI 65-1230 Mamalahoa Hwy,,,Salesforce
10901123,Inactive Investor,Roger Park,,J.P. Morgan Securities LLC New York NY 277 Park Ave,roger.park@jpmorgan.com,,Salesforce
197178,,Caitlin Cucitrone,Relationship Manager,"Brightworth, Llc",ccucitrone@mcgilladvisors.com,404-760-9000,Manual List Upload
11059007,Inactive Investor,Francis Memmo,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,ftmemmo@ft.newyorklife.com,,Salesforce
339858,,Rebecca Wachter,"Treasurer, Member, Elected Manager","The Advocate Group, Llc",rwachter@theadvocategroup.com,952-693-2630,Manual List Upload
10835010,Inactive Investor,Richard Hamilton,President,"Hamilton-Bates Investment Research, Inc. Newtown Square PA 4 Saint Albans Ave",,,Salesforce
9596146,,Joe Bertsch,,,joe.bertsch@plantemoran.com,,List import
10939364,Inactive Investor,Alex McQuown,Chief Product Officer,Sidepocket Incorporated San Francisco CA 1504 9th Ave,alex@sidepocket.com,,Salesforce
9577507,,bagaskara triheryanto,,,bagaskarath8@gmail.com,,List import
11142856,Inactive Investor,Glenn Arnold,Financial Advisor,"Ameriprise Financial Services, LLC Uxbridge MA 775 Quaker Hwy",glenn.arnold@ampf.com,,Salesforce
11166968,Inactive Investor,John Lynch,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Augustine FL 60 Cathedral Pl",,,Salesforce
10816493,Inactive Investor,Todd Hnatyszyn,Financial Advisor;Senior Vice President - Wealth Management;Vice President,UBS Financial Services Inc. Jamestown NY 201 W 3rd St,todd.hnatyszyn@ubs.com,,Salesforce
10750551,Inactive Investor,Joaquin Oliver-Rivera,,"Osaic FS, Inc. San Juan 16 Calle Jose Marti",,,Salesforce
196741,,Achim Friedrich,,[Unknown],achim@vestparken.com,,Other
10974488,Inactive Investor,Elizabeth Turi,,Edward Jones Owens Cross Roads AL Private Residence,elizabeth.sirmons@edwardjones.com,,Salesforce
10842005,Inactive Investor,Joseph Heilman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",joseph.heilman@ml.com,,Salesforce
11154344,Inactive Investor,Natalie Johnson-Taylor,,PFS Investments Inc. South Holland IL 900 E 162nd St,natalietaylor@primerica.com,,Salesforce
11063446,Inactive Investor,Martin Summitt,Financial Advisor;Managing Member;Managing Partner;Partner;Regulatory Contact,"Bellwether Investment Group, LLC Chattanooga TN 633 Chestnut St",martinsummitt@bellwetherinv.com,,Salesforce
10967915,Inactive Investor,Kasey Lyons,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11041097,Inactive Investor,Eric Padilla,,"U.S. Bancorp Investments, Inc. Rancho Cucamonga CA 11551 Foothill Blvd",,,Salesforce
9558876,,Charles Lewandowski,,,clewandowski@lincolninvestment.com,,List import
9568811,,Plink -,,,plinkfuture@gmail.com,,List import
10849826,Inactive Investor,James Lemons,,PFS Investments Inc. Paramus NJ 66 Paramus Rd,james.lemons@primerica.com,,Salesforce
5881403,,Janell Okey,,,janellokey5@gmail.com,8709520537,Web Form Fillout
10860334,Inactive Investor,Jenny Ngo,Senior Client Associate;Wealth Management Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,jenny.ngo@morganstanley.com,,Salesforce
209112,,Tyrone Wright,,[Unknown],tyronewright3000@gmail.com,,source
219349,,August Wallmeyer,,[Unknown],augiew@gmail.com,,Direct
11007524,Inactive Investor,Samuel Wallace,,"Ameriprise Financial Services, LLC Florence AL 1112 Bradshaw Dr",samuel.wallace@ampf.com,,Salesforce
10856062,Inactive Investor,Lisa Woirhaye,Senior Client Service Associate,UBS Financial Services Inc. Missoula MT 100 Railroad St W,lisa.woirhaye@ubs.com,,Salesforce
11101047,Inactive Investor,Brent McCay,Chief Executive Officer;Managing Principal;Regulatory Contact,McCay Wealth Advisory LLC,brent@mccaywealth.com,,Salesforce
11236862,Inactive Investor,Edward Parker,Analyst,"Sovran Advisors, LLC",,,Salesforce
11210591,Inactive Investor,Rodney Humphreys,,Fidelity Brokerage Services LLC,,,Salesforce
10768971,Inactive Investor,Michael Vecchione,Financial Advisor,"Ameriprise Financial Services, LLC Westwood NJ 263 Center Ave",michael.b.vecchione@ampf.com,,Salesforce
11187269,Inactive Investor,Janice Chiarenza,Client Service Associate,Morgan Stanley Hauppauge NY 888 Veterans Hwy,janice.chiarenza@morganstanley.com,,Salesforce
11040039,Inactive Investor,Manisha Patel,Vice President;Wealth Management Associate,Morgan Stanley New York NY 101 Park Ave,manisha.patel@morganstanley.com,,Salesforce
10814678,Inactive Investor,Benjamin Stacy,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",,,Salesforce
10783926,Inactive Investor,Ana Campos-Siberio,Financial Advisor;Financial Consultant,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",ana.desiberio@equitable.com,,Salesforce
11072644,Inactive Investor,Kyle Theodorescu,Registered Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,kyle.mcmillan@morganstanley.com,,Salesforce
11122587,Inactive Investor,Daniel Elliott,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",,,Salesforce
11205241,Inactive Investor,Kenneth Rudzinski,Financial Planner,"Osaic FA, Inc. Wilmington DE 2036 Foulk Rd",kenneth.rudzinski@lfg.com,,Salesforce
339484,,Keith Eldredge,Partner,Rkl Wealth Management Llc,keldredge@rklcpa.com,717-399-1700,Manual List Upload
11056730,Inactive Investor,Aivaras Kaskonas,Assistant Vice President,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
344897,,Sarah Austin,Financial Planner,Northwest Financial Services Inc,saustin@northwestfinancial.net,317-844-0448,Manual List Upload
10422740,,George Sweeney,,,gsweeney22@comcast.net,,Web Form Fillout
10837301,Inactive Investor,Angela Eaves,Managing Member;Wealth Management Advisor,Mustard Seed Wealth Management,angie@msfwm.com,,Salesforce
10952736,Inactive Investor,Kurt Hagenmaier,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Fishers IN 9601 Lantern Rd,kurt.hagenmaier@jpmorgan.com,,Salesforce
11185128,Inactive Investor,James DiLibero,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,jdilibero@ft.newyorklife.com,,Salesforce
1003706,Inactive Investor,Joseph Dayan,,Joseph Dayan,josephdayan@gmail.com,,
9635843,,Ann Ball,,,aball@cedarbrookfinancial.com,,List import
11000458,Inactive Investor,Aaron Edwards,,PFS Investments Inc. Talbott TN 6158 W Andrew Johnson Hwy,aaron.edwards@primerica.com,,Salesforce
10767265,Inactive Investor,Stephen Kelly,Financial Advisor;Managing Director,"Harbor Investment Advisory, LLC",skelly@harborllc.com,,Salesforce
10945963,Inactive Investor,Joseph Vojtech,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",joseph.vojtech@ml.com,,Salesforce
10832272,Inactive Investor,Kara Younce,Registered Assistant,"Osaic Wealth, Inc. Tulsa OK 3314 E 51st St",,,Salesforce
10813768,Inactive Investor,Timothy Guilford,,"Raymond James Financial Services, Inc. Frederick MD Private Residence",timothy.guilford@raymondjames.com,,Salesforce
11065749,Inactive Investor,Lisa Caughey,,State Farm VP Management Corp. Freedom PA 1270 Freedom Crider Rd,,,Salesforce
11180159,Inactive Investor,Penny Kreikemeier,,Commonwealth Financial Network Omaha NE 9839 S 168th Ave,pkreikemeier@commonwealth.com,,Salesforce
10830805,Inactive Investor,Marc McCarey,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Pittsburgh PA 1 PPG Pl,marc.mccarey@morganstanley.com,,Salesforce
11061058,Inactive Investor,Edward Bang,,LPL Financial LLC Seattle WA 12770 Gateway Dr S,edward.bang@lpl.com,,Salesforce
10984391,Inactive Investor,Tasha Singh,,J.P. Morgan Securities LLC Jupiter FL 2425 W Indiantown Rd,tasha.a.singh@chase.com,,Salesforce
10809966,Inactive Investor,Peter Peterson,Financial Advisor,Edward Jones Costa Mesa CA 949 S Coast Dr,pete.peterson@edwardjones.com,,Salesforce
10611953,,Joseph Popp,"Financial Advisor, Managing Director - Investments",,joseph.popp@opco.com,,List Import
233962,, -,,[[Unknown]],suggeemagic@gmail.com,,
10867683,Inactive Investor,Vance Kottler,Business Risk Officer;Vice President,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,vance.kottler@citi.com,,Salesforce
11150986,Inactive Investor,Kenneth Hiatt,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",kenneth.hiatt@nm.com,,Salesforce
10996433,Inactive Investor,Maurice Thompson,,PFS Investments Inc. La Place LA 75 Dominican Rd,mthompson@primerica.com,,Salesforce
11131194,Inactive Investor,Randall Block,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Lexington KY 2700 Old Rosebud Rd",randy.block@tfaconnect.com,,Salesforce
9548392,,Roger Colon,,,sarahcolonpta@gmail.com,,List import
11009327,Inactive Investor,Adam Kinnard,,"Principal Securities, Inc. Watkinsville GA Private Residence",kinnard.adam@principal.com,,Salesforce
10929064,Inactive Investor,Ethan Rivera,Investment Portfolio Associate,"Raymond James & Associates, Inc. Florence SC 1452 W Evans St",ethan.rivera@raymondjames.com,,Salesforce
225143,,Sekayi M,Snr Mgr, -,sekayim@hotmail.co.uk,4.47723E+11,
11104472,Inactive Investor,William Sharp,,"Northwestern Mutual Investment Services, LLC Conway AR 800 Exchange Ave",william.p.sharp@nm.com,,Salesforce
11074448,Inactive Investor,Daniel Durant,,"FBL Marketing Services, LLC Des Moines IA 215 10th St",dan.durant@fbfs.com,,Salesforce
10828477,Inactive Investor,Giovanni Duran,,"Raymond James Financial Services, Inc. Basking Ridge NJ 222 Mountain Rd",giovanni.duran@raymondjames.com,,Salesforce
10803246,Inactive Investor,Brent Hill,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brent.hill@fidelity.com,,Salesforce
4907791,,Jens Hansen,,,jens.hnsn@gmail.com,,Web Form Fillout
10885389,Inactive Investor,Ruth Sarker,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 4811 Gaillardia Pkwy",,,Salesforce
11194148,Inactive Investor,Jeffrey Susong,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,jeff.susong.jyrl@statefarm.com,,Salesforce
11220961,,Matthew MacMichael,,,mmacmichael@firstrepublic.com,,List Import
11074724,Inactive Investor,Alicia Moulton,Financial Advisor,Edward Jones Allen TX 614 S Watters Rd,alicia.wittkopf@edwardjones.com,,Salesforce
11162537,Inactive Investor,Robert Cleary,,"FBL Marketing Services, LLC Lindsay OK 104 W Cherokee St",robert.cleary@fblfinancial.com,,Salesforce
11193780,Inactive Investor,Jack Krumbach,,"Ameriprise Financial Services, LLC Madison WI 2601 W Beltline Hwy",jack.krumbach@ampf.com,,Salesforce
10978255,Inactive Investor,Peter Pickard,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
10891372,Inactive Investor,Julian Serna,Wealth Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,julian.serna@citi.com,,Salesforce
11194625,Inactive Investor,Nancy Chu,Client Service Associate;Portfolio Associate,Morgan Stanley San Francisco CA 101 California St,nancy.chu@morganstanley.com,,Salesforce
11045032,Inactive Investor,Vikki Johnson,,Cetera Advisors LLC Russellville AR 620 E Main St,,,Salesforce
9577590,,Daniel Ryder,,,dryder@massmutual.com,,List import
10897647,Inactive Investor,Laurel Howard,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11190438,Inactive Investor,Jason DaCunha,Director - Alternative Investments;Financial Advisor;First Vice President - Wealth Management;Lending Specialist,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jason.dacunha@morganstanley.com,,Salesforce
9585014,,Carolyn Nunez,,,carolyn@ithakafp.com,,List import
11147386,Inactive Investor,Michael Bravo,Investment Executive,"Fifth Third Securities, Inc. Palm Harbor FL 1027 Nebraska Ave",michael.bravo@53.com,,Salesforce
9561364,,Lehlogonolo Grace Debeila,,,dgrace74@gmail.com,,List import
11192073,Inactive Investor,Breanna Kaplan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
219109,,John De Pasquale,,[Unknown],marcodep@mac.com,,Direct
10802740,Inactive Investor,Jeryl Salmond,Entertainment Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management;Wealt,Morgan Stanley Columbia SC 1320 Main St,jeryl.salmond@morganstanley.com,,Salesforce
345884,,Debra Clayton,"Founding Partner, director",Clayton Wealth Partners,debra@claytonwealthpartners.com,785-232-3266,Manual List Upload
11119518,Inactive Investor,Tammy Lau,Financial Advisor,"Wells Fargo Clearing Services, LLC Castro Valley CA 3500 Castro Valley Blvd",tammy.lau@wellsfargo.com,,Salesforce
10860252,Inactive Investor,Craig Frieders,,"RB Capital Management, LLC Walnut Creek CA 1615 Bonanza St",craig@rbcapitalmanagement.com,,Salesforce
9554210,,Yuqing Ren,,,yqren2002@yahoo.com,,List import
11173510,Inactive Investor,John Whitaker,Wealth Advisor,LPL Financial LLC Toledo OH 3230 Central Park W,john.whitaker@lpl.com,,Salesforce
11072520,Inactive Investor,Mahadee Chowdhury,,J.P. Morgan Securities LLC Sterling Heights MI 5601 Metropolitan Pkwy,mahadee.h.chowdhury@chase.com,,Salesforce
9640105,,Patricia Varella,,,pvarella@jgpwealth.com.br,,List import
9560197,,Kevin Payto,,,doc4face@aol.com,,List import
9611588,,Damian Symons,,,damsym@gmail.com,,List import
11175841,Inactive Investor,Divyesh Patel,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,dnpatel02@ft.newyorklife.com,,Salesforce
10873676,Inactive Investor,Debra Brown,Assistant;Chief Compliance Officer,Oliveira Wealth,,,Salesforce
11064503,Inactive Investor,Margaret Letchworth,Financial Services Assistant,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,margaret.letchworth@lpl.com,,Salesforce
10796942,Inactive Investor,Kevin McCormick,Chief Compliance Officer;Managing Principal;Wealth Management Advisor,Simplified Wealth Management,kevin@mysimplifiedwealth.com,,Salesforce
10510494,,Lauren Olson,"Senior Manager & VP, Capital Markets",Dimensional,lauren.olson@dimensional.com,,List Import
11162442,Inactive Investor,Eric Blankenfeld,,LPL Financial LLC Appleton WI 3901 E Calumet St,eric.blankenfeld@lpl.com,,Salesforce
10921054,Inactive Investor,Patrick Kelly,Chief Compliance Officer;Financial Advisor;Founder,"Aries Financial Navigators, Inc.",,,Salesforce
11038551,Inactive Investor,Anthony Carney,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Louisville KY 297 N Hubbards Ln",tony.carney@wellsfargoadvisors.com,,Salesforce
11106343,Inactive Investor,Gregory Stevens,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,greg.stevens@ubs.com,,Salesforce
10970333,Inactive Investor,Vladimir Victorio,Senior Vice President,"U.S. Bancorp Investments, Inc. San Diego CA 4747 Executive Dr",vladimir.victorio@usbank.com,,Salesforce
11008418,Inactive Investor,Kelly Jordan,,"Osaic FA, Inc. Sacramento CA 8880 Cal Center Dr",jordan.kelly@lfg.com,,Salesforce
9548439,,David Smith,,,kingdavid1124@gmail.com,,List import
10935619,Inactive Investor,James Lowe,,"Ameritas Investment Company, LLC Birmingham AL 2718 20th St S",jlowe@ameritas.com,,Salesforce
10813908,Inactive Investor,Carl Daum,,Cetera Financial Specialists LLC Brackenridge PA 1133 Brackenridge Ave,carl.daum@ceterafs.com,,Salesforce
11222965,,Devin Fraley,,,devin.fraley@mai.capital,,List Import
10822136,Inactive Investor,Cecilia Garcia Leija,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",cecilia.garcia_leija@ml.com,,Salesforce
9571395,,Andrei Ungureanu,,,amungureanu@gmail.com,,List import
9599768,,Alexander Hawkins,,,alexhawkins.me@gmail.com,,List import
10873450,Inactive Investor,Robert Bunker,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",robert.a.bunker@ml.com,,Salesforce
9626816,,hyunkyo kim,,,hapydo@gmail.com,,List import
205011,,Matt Warden,,[Unknown],matwarden@gmail.com,,Organic Search
10611110,,Frank Rogers,"Senior Financial Advisor, Vice President",,frank_rogers@ml.com,203-861-5967,List Import
372834,,Juan Marco,,Argentina,coyawines@yahoo.com,,source
10827183,Inactive Investor,Michael Stolte,Financial Advisor,PNC Investments Carmel IN 2274 E 116th St,michael.stolte@pnc.com,,Salesforce
11085765,Inactive Investor,Harleen Manko,,NYLIFE Securities LLC Edison NJ 379 Thornall St,hkmanko@ft.newyorklife.com,,Salesforce
10963262,Inactive Investor,George Adams,,PFS Investments Inc. Bessemer AL 1875 4th Ave SW,gadams@primerica.com,,Salesforce
11144914,Inactive Investor,Dale Conlan,,"Truist Investment Services, Inc.",dale.conlan@truist.com,,Salesforce
11006818,Inactive Investor,Ricardo Garcia Ramirez-Gaston,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",,,Salesforce
10867083,Inactive Investor,Joseph Kemp,,Country Capital Management Company Gilbert AZ 275 E Rivulon Blvd,joseph.kemp@countryfinancial.com,,Salesforce
9622148,,Nick Stathopoulos,,,nick@nickandcoair.com,,List import
11065346,Inactive Investor,Christopher Carey,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",careyc@stifel.com,,Salesforce
11110494,Inactive Investor,Robertson Ndegwa,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
9613666,,Jake Metcalf,,,jakemetcalf144@gmail.com,,List import
9616487,,Jeong CG,,,jck0101@nate.com,,List import
9588393,,John Webber,,,jwebber@aam.us.com,,List import
11212727,Inactive Investor,Heather Cagle,,NYLIFE Securities LLC Shreveport LA 401 Edwards St,hmcagle@ft.newyorklife.com,,Salesforce
11098106,Inactive Investor,Heidi Collins,,"J.W. Cole Financial, Inc. Bettendorf IA Private Residence",,,Salesforce
11049012,Inactive Investor,John Palmatier,,"Wells Fargo Clearing Services, LLC Minneapolis MN 550 S 4th St",,,Salesforce
6814,, -,,[[Unknown]],brandon@blockintel.co,,Initial Salesforce Import
11098922,Inactive Investor,Thomas Davies,Wealth Advisor,Davies Wealth Management LLC Pompano Beach FL 1600 S Federal Hwy,tdavies@tdwealth.net,,Salesforce
10975307,Inactive Investor,Jacquelyn Denson,Financial Advisor,Vestia Personal Wealth Advisors Ralston NE Private Residence,jdenson@vestia.com,,Salesforce
10771659,Inactive Investor,Roger Rhodes,First Vice President;Resident Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",roger.rhodes@ml.com,,Salesforce
11044054,Inactive Investor,John Rosebrough,Portfolio Manager,Archer Investment Corporation,jrosebrough@thearcherfunds.com,,Salesforce
11063586,Inactive Investor,Hilary Platt,,SFG Wealth Management,,,Salesforce
11109872,Inactive Investor,Michael Millard,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 1241 Pittsford Victor Rd",mb_millard@ml.com,,Salesforce
10813195,Inactive Investor,Timothy Wahl,Managing Member;President;Regulatory Contact,The Investment House LLC Culver City CA 300 Corporate Pointe,twahl@tihllc.com,,Salesforce
11053147,Inactive Investor,Stephanie Simpson,Chief Administrative Officer;Vice President,NewSouth Capital Management Inc Memphis TN 999 S Shady Grove Rd,ssimpson@newsouthcapital.com,,Salesforce
10754190,Inactive Investor,Julia Ortenzio,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",julia.m.ortenzio@ampf.com,,Salesforce
10618323,,Nicolina Falcone,,,nicolina.falcone@ml.com,,List Import
10762461,Inactive Investor,Irwin Jackson,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",budjackson@wfafinet.com,,Salesforce
11189293,Inactive Investor,Steven Case,Financial Advisor,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,steve.case@lpl.com,,Salesforce
10883503,Inactive Investor,Jason Quinn,,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,,,Salesforce
11154630,Inactive Investor,Gerald Chafin,,State Farm VP Management Corp. Mountain Home AR 747 N Cardinal Dr,jaychafin@statefarm.com,,Salesforce
11071366,Inactive Investor,Eileen Connolly,,"Wellington Shields & Co., LLC",eileen.connolly@shieldsandco.com,,Salesforce
11070399,Inactive Investor,Durriya Pierce,Financial Advisor,Fruitful Greensboro NC Private Residence,durriya@fruitful.com,,Salesforce
10760375,Inactive Investor,Alfred Alden,Private Wealth Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
10978980,Inactive Investor,Alexandra Reuvers,,Hilltop Securities Inc.,,,Salesforce
10892208,Inactive Investor,Steven Moeller,Benefits Advisor;Chief Compliance Officer;Financial Advisor;Owner,SDMI Insurance and Financial Services,steve@sdmifinancial.com,,Salesforce
10808974,Inactive Investor,Daniel Price,Investment Specialist,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,danny_price@glic.com,,Salesforce
9641994,,Chad Schumacher,,,chad.schumacher@traditionwealth.com,,List import
10486715,,Nicholas Keyser,Financial Advisor,Edward Jones,nick.keyser@edwardjones.com,,List Import
10896687,Inactive Investor,David Matulewicz,Chief Compliance Officer;Co-Founder,Holos Integrated Wealth,dmatulewicz@holosiw.com,,Salesforce
10887734,Inactive Investor,Brian Breneman,,"Hornor, Townsend & Kent, LLC Conshohocken PA 161 Washington St",bbreneman@htk.com,,Salesforce
11165527,Inactive Investor,Paola Moreno Martinez,,J.P. Morgan Securities LLC Berkeley CA 1870 Solano Ave,paola.moreno-martinez@jpmorgan.com,,Salesforce
11117980,Inactive Investor,Allen Murray,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",allen.murray@ampf.com,,Salesforce
9594533,,Henry On,,,hon@sequoia-financial.com,,List import
10802728,Inactive Investor,Nathan Turley,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anniston AL 701 Quintard Ave",nathan_turley@ml.com,,Salesforce
11217095,,McCoy Jen,,,mccoy.jen@nb.com,,Other
10921450,Inactive Investor,Patrick Thimmes,,"Allstate Financial Services, LLC Grenada MS 1977 Commerce St",patrickthimmes@allstate.com,,Salesforce
9548691,,Joseph Tansey,,,jtansey@sagepointadvisor.com,,List import
11056339,Inactive Investor,Riley Pfeiffer,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",riley.pfeiffer@schwab.com,,Salesforce
11058173,Inactive Investor,Phuong Ma,,PFS Investments Inc. Baldwin Park CA 14135 Francisquito Ave,phuong.ma@primerica.com,,Salesforce
10887346,Inactive Investor,Curtis Wiggins,Wealth Manager,LPL Financial LLC West Hartford CT 15 N Main St,curtis.wiggins@lpl.com,,Salesforce
10842872,Inactive Investor,Adam Wood,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown NY 50 Rte 111",adamwood@ml.com,,Salesforce
11115719,Inactive Investor,Sidney Fenton,,"Truist Investment Services, Inc. Roanoke TX 1301 Solana Blvd",suzette.fenton@truist.com,,Salesforce
10845816,Inactive Investor,Christopher O'Brien,Investment Advisor,"Cole Wealth Management, LLC",cobrien@colewealth.com,,Salesforce
10923869,Inactive Investor,Sadie Latiolais,Financial Advisor,Edward Jones Eunice LA 2301 W Laurel Ave,sadie.latiolais@edwardjones.com,,Salesforce
11109564,Inactive Investor,Kathleen Laverde,Private Wealth Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 4760 Red Bank Rd",kathy.laverde@ampf.com,,Salesforce
10802675,Inactive Investor,Eric Miller,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,emiller@rwbaird.com,,Salesforce
11088788,Inactive Investor,Daneel Buring,,Stephens Memphis TN 6075 Poplar Ave,dburing@stephens.com,,Salesforce
11235201,Inactive Investor,Steven Karsh,Senior Advisor,Ulrich Investment Consultants Englewood CO 6130 Greenwood Plaza Blvd,,,Salesforce
10804167,Inactive Investor,Kerrin Duffy,,"RBC Capital Markets, LLC Portsmouth NH 100 International Dr",kerrin.duffy@rbc.com,,Salesforce
9604824,,Ayoub Najati,,,ayoubnajati88@gmail.com,,List import
11164774,Inactive Investor,Gibson Mccracken,Financial Planner,Commonwealth Financial Network Beaver Falls PA 2674 Darlington Rd,gmccracken@commonwealth.com,,Salesforce
10778497,Inactive Investor,Joseph McCullough,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Irvine CA 2825 Main St",joseph.mccullough@schwab.com,,Salesforce
11120306,Inactive Investor,Anthony Dickens,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",anthony.dickens@equitable.com,,Salesforce
346149,,Martin Leblanc,"CEO, Advisory Board Member","Great Point Partners, Llc",mleblanc@gppfunds.com,203-971-3300,Manual List Upload
10945991,Inactive Investor,James Akatyszewski,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,james.akatyszewski@fidelity.com,,Salesforce
9591631,,Mario Sgarlata,,,mario@briarwoodcap.com,,List import
11100232,Inactive Investor,Kolton Kyne,Financial Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",kolton.kyne@ampf.com,,Salesforce
11006386,Inactive Investor,Crystal Ryan Strong,,"Allstate Financial Services, LLC",crystalryan-strong@allstate.com,,Salesforce
69088,,Karl Van Reusen,Senior Wealth Manager,"Bka Wealth Consulting, Inc.",karl@bkawealth.com,512-538-5960,Manual List Upload
10817442,Inactive Investor,Kenneth Cala,Corporate Secretary;Director;Director - Planning;Founder;Vice President,"Lowery Thomas, LLC San Francisco CA 120 Montgomery St",kenc@lowerythomas.com,,Salesforce
11097850,Inactive Investor,Dana Stewardson,Co-Founder;Principal,"Logan Capital Management, Inc. Philadelphia PA 1650 Market St",dhstewardson@logancapital.com,,Salesforce
9577770,,Jake Vermeulen,,,jake@jenkor.co.za,,List import
11138183,Inactive Investor,James Stinson,Financial Advisor,Edward Jones Plattsburgh NY 438 State Rte 3,jim.stinson@edwardjones.com,,Salesforce
9549172,,Garrett Schoenberger,,,garrettschoenberger@yahoo.com,,List import
11164234,Inactive Investor,Amber Collier,Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 6100 S Yale Ave",amber.collier@ml.com,,Salesforce
11189256,Inactive Investor,Bruce Davis,Client Advisor,"Raymond James & Associates, Inc. New York NY 1 World Financial Ctr",bruce.davis@raymondjames.com,,Salesforce
11154986,Inactive Investor,Matthew Defalco,,LPL Financial LLC Danville PA 877 Bloom Rd,matthew.defalco@lpl.com,,Salesforce
124153,,Gary Williams,,Mercer Global Advisors Inc.,gwilliams@merceradvisors.com,714-547-9481,
10964436,Inactive Investor,Mariana Lopez,Relationship Banker,"Wells Fargo Clearing Services, LLC El Paso TX 665 E Redd Rd",,,Salesforce
11033611,Inactive Investor,Justin Johnson,,Emerson Equity LLC Del Mar CA 445 Marine View Ave,,,Salesforce
10884279,Inactive Investor,Erik Moore,Director - Investment Strategy;Partner;Regulatory Contact,Moore Wealth,erik@moorewealthinc.com,,Salesforce
9587398,,Kenneth Griffin,,,kgriffin@citadelgroup.com,,List import
11038897,Inactive Investor,Mk Burrow,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11162084,Inactive Investor,Dennis Facius,Financial Advisor,LPL Financial LLC Cockeysville MD 225 International Cir,dennis.facius@lpl.com,,Salesforce
10860750,Inactive Investor,Jestin Dohner,Financial Advisor;Investment Program Manager;Senior Vice President,LPL Financial LLC Madison WI 5201 E Terrace Dr,jess.dohner@lpl.com,,Salesforce
187351,,Xi Huang,,[Unknown],wei.ding@techdataservice.com,,source
10488454,,Troy Alley,"Chief Executive Officer, President",Third Generation Capital Management,talley@thirdgencapital.com,,List Import
11046554,Inactive Investor,David Fields,Partner;Wealth Advisor,"Waverly Advisors, LLC Atlanta GA 3300 Riverwood Pkwy SE",,,Salesforce
11178501,Inactive Investor,Stephanie Perry,Financial Advisor,Edward Jones Barboursville WV 5992 US Rte 60 E,jeanette.perry@edwardjones.com,,Salesforce
9589502,,Stella Ho,,,sho@lightbaycapital.com,,List import
11174582,Inactive Investor,Luke Topolski,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",luke.topolski@equitable.com,,Salesforce
10978620,Inactive Investor,Brandon Farmer,,"Allstate Financial Services, LLC McKinney TX 2001 Auburn Hills Pkwy",brandonfarmer@allstate.com,,Salesforce
11011307,Inactive Investor,Rubina Hossain,Client Advisor,Meira Wealth,rubina.hossain@meirawealth.com,,Salesforce
11222391,,Deborah Hurwicz,,,dhurwicz@commonwealth.com,,List Import
10770848,Inactive Investor,Gregory Hartman,,"Raymond James Financial Services, Inc. Mechanicsburg PA 4823 E Trindle Rd",gregory.hartman@raymondjames.com,,Salesforce
10815612,Inactive Investor,John Morrison,,LPL Financial LLC Sonora CA 242 S Washington St,john.l.morrison@lpl.com,,Salesforce
10789745,Inactive Investor,Rosaura Sulit,,"Avantax Investment Services, Inc. Paramus NJ 36 Farview Ter",,,Salesforce
10876647,Inactive Investor,Wendy Ray,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kannapolis NC 2271 Spider Dr",wendy.ray@ml.com,,Salesforce
235618,, -,,[[Unknown]],apcchris@aol.com,,
11011512,Inactive Investor,Cathy Nowalk,Practice Manager,"Osaic FA, Inc. Denver CO 8055 E Tufts Ave",,,Salesforce
10842864,Inactive Investor,Geri Lanning,,Consolidated Planning Corporation Woodstock GA 3201 S Cherokee Ln,glanning@cpcadvisors.com,,Salesforce
11213318,Inactive Investor,Grant Praschan,,Sigma Financial Corporation Howell MI Private Residence,,,Salesforce
10951503,Inactive Investor,Joseph Harsel,,"VALIC Financial Advisors, Inc. Lutherville Timonium MD 22 W Padonia Rd",joseph.harsel@valic.com,,Salesforce
10874692,Inactive Investor,Thomas Chester,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10614977,,Preston Schoenfeld,"Executive Director, Financial Advisor, Financial Planning Specialist, Portfolio Management Director",,preston.schoenfeld@morganstanley.com,,List Import
10974949,Inactive Investor,Sandra Appel,,"Johnson Investment Counsel, Inc.",sappel@johnsoninv.com,,Salesforce
11111333,Inactive Investor,Noah Fehrenbach,,Lincoln Investment Fairport NY 100 Cross Keys Office Park,nfehrenbach@lincolninvestment.com,,Salesforce
11208312,Inactive Investor,Romona Kumar,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",romona.kumar@tiaa.org,,Salesforce
11043235,Inactive Investor,Michael Ibarra,,LPL Financial LLC Hickory Hills IL 7800 W 95th St,michael.ibarra@lpl.com,,Salesforce
10763163,Inactive Investor,Robert Stofa,Financial Advisor;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,robert.stofa@morganstanley.com,,Salesforce
9549235,,Alice Kijewska,,,ventureblock101@gmail.com,,List import
11046488,Inactive Investor,Bailey Clark,,J.P. Morgan Securities LLC Springfield IL 2801 Greenbriar Dr,bailey.clark@jpmorgan.com,,Salesforce
9644988,,Melissa Kronenberger,,,melissa@anewdaymedia.com,,List import
9579232,,Donald Gregg,,,dgregg@retirementfundingadvisors.com,,List import
9627854,,Bruce Minoff,,,bminoff@gmail.com,,List import
10896647,Inactive Investor,Stephen Atkinson,Lead Research Analyst,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",stephen.atkinson@nm.com,,Salesforce
11135088,Inactive Investor,Kristin Bergeson,,"Ameriprise Financial Services, LLC Idaho Falls ID 900 Pier View Dr",kristin.bergeson@ampf.com,,Salesforce
10934051,Inactive Investor,Julia Earle,,Cetera Investment Services LLC Renton WA 900 SW 16th St,julia.earle@ceterais.com,,Salesforce
10882655,Inactive Investor,Michael Salvato,,B. Riley Wealth Management Hoboken NJ 221 River St,michaelsalvato@brileywealth.com,,Salesforce
10890756,Inactive Investor,Hank Strickler,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",hank.strickler@truist.com,,Salesforce
219901,,Robert Toben,,[Unknown],bbb20@att.net,,
10783304,Inactive Investor,Alison Evanzo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
244976,,Maris Buckner,,RBB Funds Group,mpbuckner5@aol.com,,Manual List Upload
10891496,Inactive Investor,Samuel Mcbride,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
10808412,Inactive Investor,Andrew Wasa,Analyst - Marketing;Chief Compliance Officer;Chief Executive Officer;Partner,"Focus Investment Advisors, Inc",wasa@focusinvestment.com,,Salesforce
189191,,Scott Christianson,Equity Trader,"Ferguson Wellman Capital Management, Inc.",christianson@fergwell.com,(503) 226-1444,
10845301,Inactive Investor,Tamara Cronin,Member;Principal,"Beacon Capital, LLC",tami@beaconcapitalllc.com,,Salesforce
9579154,,Arturo Pensato,,,apensato@firstrepublic.com,,List import
11023249,Inactive Investor,Sondra Stockton,,State Farm VP Management Corp. Artesia NM 604 W Main St,sondie.stockton.prhv@statefarm.com,,Salesforce
11188286,Inactive Investor,Towanna Stovall,,"Woodmen Financial Services, Inc.",jstovall@woodmen.org,,Salesforce
205271,,Stephen Parker,,Rush Transportation,parkersl51@yahoo.com,9373137675,Organic Search
10991114,Inactive Investor,Zachary Armstrong,Paraplanner,"Ameriprise Financial Services, LLC Tampa FL 209 S Howard Ave",zachary.armstrong@ampf.com,,Salesforce
368087,,Gearoid Bradley,Director,,bradleyg@prospective.ie,,Webinar
9575978,,Inga Rachwald,,,inga.rachwald@schwab.com,,List import
9563584,,Jeff Van Harte,,,jvh@jspartners.com,,List import
10907224,Inactive Investor,Chaseedaw Gable,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,chaseedaw.gable@morganstanley.com,,Salesforce
11162647,Inactive Investor,Nancy Clark,Financial Advisor,Edward Jones Broomfield CO 799 US Hwy 287,nancy.clark@edwardjones.com,,Salesforce
10950761,Inactive Investor,Thomas Desimpel,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,thomas.desimpel@primerica.com,,Salesforce
168188,,Christopher Georgakis,,[Unknown],enquiries@argetescapital.com,,Other
11124471,Inactive Investor,Molly Gaffney,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,molly.gaffney@jpmorgan.com,,Salesforce
11064676,Inactive Investor,Brian Benz,Financial Advisor,Edward Jones Minneapolis MN 6800 France Ave S,brian.benz@edwardjones.com,,Salesforce
10819540,Inactive Investor,Thomas Burke,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",thomas.burke1@ml.com,,Salesforce
11180246,Inactive Investor,Michael Rozzero,,Fidelity Brokerage Services LLC,,,Salesforce
11001164,Inactive Investor,Jon Mcdown,,PFS Investments Inc. Oklahoma City OK 13312 N Macarthur Blvd,jmcdown@primerica.com,,Salesforce
10827196,Inactive Investor,Glenn Quattlebaum,Financial Advisor,Edward Jones Lugoff SC 866 Hwy 1 S,reid.quattlebaum@edwardjones.com,,Salesforce
11020260,Inactive Investor,Mark Brittain,,"MML Investors Services, LLC",,,Salesforce
11168699,Inactive Investor,Bruce Knapp,Senior Client Advisor;Vice President,Arvest Wealth Management Eureka Springs AR 151 E Van Buren,bknapp@arvest.com,,Salesforce
10753905,Inactive Investor,Jason Mullane,Private Wealth Advisor,"Ameriprise Financial Services, LLC Athol MA 1782 Main St",jason.j.mullane@ampf.com,,Salesforce
11043056,Inactive Investor,Everett Ice,Financial Advisor,LPL Financial LLC Cameron MO 602 Lana Dr,everett.ice@lpl.com,,Salesforce
10932229,Inactive Investor,Jordan Benold,Chief Compliance Officer;Co-Owner;Partner,Benold Financial Planning,jordan@benoldfp.com,,Salesforce
10954644,Inactive Investor,Faris Yousef,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
9546919,,Gay Boi,,,sgspambox@gmail.com,,List import
9566797,,c m,,,colin.mcgonigle@gmail.com,,List import
9540701,,Kevin Leary,,,kevin@hallador.com,,List Import
9646992,,Emi Yoshikawa,,,emi.yoshikawa@gmail.com,,List import
10798650,Inactive Investor,John Falgoust,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,jrfalgoust@ft.newyorklife.com,,Salesforce
10970867,Inactive Investor,Avery Braun,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,averybraun.team@fidelity.com,,Salesforce
11102664,Inactive Investor,Paula Zavatti-Rainbow,Portfolio Associate,Morgan Stanley Englewood CO 5251 DTC Pkwy,paula.zavatti@morganstanley.com,,Salesforce
9633796,,Ebubekir Güzel,,,bekir_erva@hotmail.com,,List import
10950326,Inactive Investor,Keith Conley,,Wealth Teams Alliance,keith@wealth-teams.com,,Salesforce
10780968,Inactive Investor,Maria Anderson,Account Vice President;Financial Advisor,UBS Financial Services Inc. Saint Louis MO Private Residence,maria.briggs@ubs.com,,Salesforce
11154395,Inactive Investor,Kevin Womble,,PFS Investments Inc. Niceville FL 111 Bailey Dr,kwomble@primerica.com,,Salesforce
9575331,,David L Wilcox,,,david_wilcox@comcast.net,,List import
9643380,,Edith Zabukovec,,,he.zabu@gmail.com,,List import
11062236,Inactive Investor,Fred Kalkstein,Senior Vice President,Janney Montgomery Scott LLC East Hampton NY 300 Pantigo Pl,fkalkstein@janney.com,,Salesforce
10793699,Inactive Investor,John Galligan,,"Truist Investment Services, Inc. Tampa FL 1701 S Dale Mabry Hwy",john.galligan@truist.com,,Salesforce
350125,,Laura Crymble,Retirement Planner,Fidelity Personal and Workplace Advisors,laura.crymble@fmr.com,,
10923801,Inactive Investor,Christopher Barnhart,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11184557,Inactive Investor,Thomas Wood,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10797532,Inactive Investor,Jennifer Carpenter,,UBS Financial Services Inc. Baltimore MD 500 E Pratt St,jennifer.carpenter@ubs.com,,Salesforce
10930443,Inactive Investor,Warren Duthie,Investment Advisor Representative,Commonwealth Financial Network San Diego CA 2305 Historic Decatur Rd,wduthie@commonwealth.com,,Salesforce
351233,,Elaine O'Shea,Senior Portfolio Manager,Irish Life Investment Managers Limited,elaine.oshea@ilim.com,003-531-7041200,Manual List Upload
9550745,,Marina Lopez,,,lopezmarina508@gmail.com,,List import
11106101,Inactive Investor,David Mayes,Chief Compliance Officer;Chief Investment Officer;Director;President,"Three Bearings Fiduciary Advisors, Inc.",david.mayes@bearingpointwealth.com,,Salesforce
10986835,Inactive Investor,Jordan Smith,,Money Concepts Capital Corp Monroe LA 2443 Tower Dr,jsmith@moneyconcepts.com,,Salesforce
11081981,Inactive Investor,Matthew Best,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9609949,,Sunday Inyang,,,suyangbtcinvest@gmail.com,,List import
11236655,Inactive Investor,Corey Gallahan,Assistant Vice President;Relationship Manager,Karpus Investment Management,cgallahan@karpus.com,,Salesforce
10759629,Inactive Investor,Henry Adkins,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,henry.t.adkins@jpmorgan.com,,Salesforce
9619098,,Denis Clohisy,,,dclohisy@spyglassfunds.com,,List import
10614753,,Stephen Viafore,"Financial Advisor, Vice President",,stephen.viafore@morganstanley.com,,List Import
11136635,Inactive Investor,William Marsh,Financial Advisor,"Northwestern Mutual Investment Services, LLC Florence SC 1831 W Evans St",andrew.w.marsh@nm.com,,Salesforce
11188432,Inactive Investor,Michael McCluskey,,J.P. Morgan Securities LLC Wichita Falls TX 4245 Kemp Blvd,,,Salesforce
9634692,,Ruben Amar,,,ramar@ta.com,,List import
11046300,Inactive Investor,Idrissa Kone,,Webull Financial LLC,,,Salesforce
223966,,Jonny Picardo,,[Unknown],mr.angryfrog@gmail.com,,
10852791,Inactive Investor,Undrakh Gombosuren,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,undrakh.gombosuren@fidelity.com,,Salesforce
9647452,,Johnathan Curry,,,curry.johnathan@gmail.com,,List import
11085511,Inactive Investor,Stuart Wainscott,Vice President - Investments and Financial Planning,"Raymond James & Associates, Inc. Charlotte NC 5935 Carnegie Blvd",brent.wainscott@raymondjames.com,,Salesforce
9345388,,Tamilarasan tamil Tamilarasan,,,ketkwt59@gmail.com,,Web form fillout
10843361,Inactive Investor,Jeffrey Stinedurf,,Cetera Advisors LLC Novi MI 28175 Haggerty Rd,jeffrey.stinedurf@ceteraadvisors.com,,Salesforce
10759517,Inactive Investor,John McDonell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",john_mcdonell@ml.com,,Salesforce
11098861,Inactive Investor,Keith Larose,Director;Executive Vice President;Principal,Bradley Foster & Sargent Inc,,,Salesforce
11128508,Inactive Investor,Jennifer Pitzka-Luedtke,,"Northwestern Mutual Investment Services, LLC Germantown WI W189N11100 Klienmann Dr",jennifer.pitzka@nm.com,,Salesforce
9614501,,LEONID SHATKIN,,,leonshatkin@msn.com,,List import
11095992,Inactive Investor,Max Mueller,Chief Compliance Officer;Managing Director,Mueller Wealth Advisors,max@mueller2020.com,,Salesforce
11197973,Inactive Investor,Jessica Young,,LPL Financial LLC Burlingame CA 149 Park Rd,jessica.young@lpl.com,,Salesforce
11077601,Inactive Investor,Judith Quezada,Assistant Vice President;International Business Manager;Investment Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McAllen TX 200 S 10th St",judith.quezada@ml.com,,Salesforce
7306988,,Walter D'emilio,,,walterdem5004@k12.ipsd.org,,Web Form Fillout
9541323,,Sanjay Chugh,,,sanjay.chugh1992@gmail.com,,List import
10855261,Inactive Investor,Christopher Heisler,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,christopher.w.heisler@chase.com,,Salesforce
87316,,Ellen Reid,Senior Wealth Strategist,Northern Trust,etr2@ntrs.com,,
10819199,Inactive Investor,James Fleming,,Fidelity Brokerage Services LLC,,,Salesforce
10871287,Inactive Investor,Philip Reynolds,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",philip.reynolds@ml.com,,Salesforce
10833272,Inactive Investor,Kenneth Blitz,,"First Heartland Capital, Inc. Miami FL 5251 SW 64th Ave",kblitz@firstheartland.com,,Salesforce
11231102,Inactive Investor,Michael Bush,Associate Advisor,LPL Financial LLC Fredericksburg VA 1009 Roberts Ct,michael.bush@lpl.com,,Salesforce
11087510,Inactive Investor,Frederick Vicario,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,frederick.vicario@fmr.com,,Salesforce
10879592,Inactive Investor,Clinton Anderson,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Henderson NV 2245 Village View Dr",,,Salesforce
11044697,Inactive Investor,Kenneth Huber,,PFS Investments Inc. Lancaster PA 440 Running Pump Rd,kenneth.huber@primerica.com,,Salesforce
10805969,Inactive Investor,Serena Lester,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",slester@truist.com,,Salesforce
11184672,Inactive Investor,Justin Walker,Financial Professional,"MML Investors Services, LLC Emmett ID 2022 S Johns Ave",jwalker@financialguide.com,,Salesforce
10869649,Inactive Investor,Trudy Goldsmith,,State Farm VP Management Corp. Farmington NM 800 E 30th St,,,Salesforce
10846489,Inactive Investor,Gordon Heyworth,Vice President - Investments,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",gordon.heyworth@raymondjames.com,,Salesforce
11019176,Inactive Investor,Bymnet Tecle,,J.P. Morgan Securities LLC Chicago IL 875 N Michigan Ave,bymnet.tecle@jpmorgan.com,,Salesforce
11004816,Inactive Investor,Sean Hogan,,J.P. Morgan Securities LLC Palatine IL 825 W Euclid Ave,sean.hogan@jpmorgan.com,,Salesforce
9610589,,Richard Hancock,,,richardmhancock@gmail.com,,List import
9573951,,Jay Zornes,,,jay@cfsplanning.com,,List import
9617404,,Joseph Weinrich,,,kailgen@aol.com,,List import
10784725,Inactive Investor,Michael Johnson,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Clarksville IN 1305 Veterans Pkwy",mike.johnson@schwab.com,,Salesforce
9622982,,Khuzema Safri,,,ksafri@hotmail.com,,List import
11102454,Inactive Investor,Jonathan Rains,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",jonathan.rains@nm.com,,Salesforce
11230108,Inactive Investor,Andrew Kasiski,,NYLIFE Securities LLC Norfolk VA 999 Waterside Dr,ackasiski@ft.newyorklife.com,,Salesforce
10977976,Inactive Investor,Erin Potter,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10952722,Inactive Investor,Elarsen Flores,Assistant Vice President;Wealth Relationship Advisor,Citigroup Global Markets Inc. Los Angeles CA 10680 W Pico Blvd,elarsen.m.flores@citi.com,,Salesforce
10871721,Inactive Investor,Edward Morse,,Goldman Sachs & Co.,edward.morse@gs.com,,Salesforce
11017374,Inactive Investor,Furooz Jafari Zadeh,Senior Compliance Advisor,Commonwealth Financial Network,fjafari-zadeh@commonwealth.com,,Salesforce
10661688,,Kurt Winiecki,,,kurt@winieckiwealth.com,,List Import
9646608,,HERNAN GARCIA,,,hernan_garloz@hotmail.com,,List import
10847744,Inactive Investor,Ryan Brassard,Financial Advisor,"Raymond James & Associates, Inc. Springfield MA 1500 Main St",ryan.brassard@raymondjames.com,,Salesforce
11121868,Inactive Investor,Kayla Lucas-Buchanan,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",kayla_buchanan@ml.com,,Salesforce
9572560,,Binish Bulsara,,,bbulsara@talaracapital.com,,List import
11253447,,M Miller,,,privatecarriage@gmail.com,,Web Form Fillout
351296,,Chris Avery,Managing Director,Maxim Financial Advisors Llc,cavery@maximgrp.com,212-895-3500,Manual List Upload
10768080,Inactive Investor,Rodney Gray,Financial Advisor;Vice President,Morgan Stanley Alexandria VA 333 John Carlyle St,rodney.gray@morganstanley.com,,Salesforce
9593045,,David Jajewski,,,davidj@portstrat.com,,List import
10978839,Inactive Investor,Sunny Li,,Citigroup Global Markets Inc.,,,Salesforce
11060680,Inactive Investor,Thomas Moehringer,Financial Advisor,LPL Financial LLC Massapequa NY 995 Hicksville Rd,thomas.c.moehringer@lpl.com,,Salesforce
11178903,Inactive Investor,Ryan Sepede,Financial Advisor,LPL Financial LLC Salt Lake City UT 300 E 4500 S,ryan.sepede@lpl.com,,Salesforce
241130,Inactive Investor,Stephen Gargano,,NEPC,sgargano@nepc.com,(617) 374-1300,Database Upload
10888851,Inactive Investor,Jason Edelson,Executive Director;Private Wealth Advisor,"Verdence Capital Advisors, LLC",jedelson@verdence.com,,Salesforce
10854850,Inactive Investor,Senh Ly,,LPL Financial LLC Sacramento CA 1330 Florin Rd,senh.ly@lpl.com,,Salesforce
10788701,Inactive Investor,John Lopez,Branch Manager,LPL Financial LLC Ventura CA 4222 Market St,john.lopez@lpl.com,,Salesforce
11057221,Inactive Investor,Preston Patterson,Financial Advisor;Vice President,Morgan Stanley Oklahoma City OK 6305 Waterford Blvd,preston.patterson@morganstanley.com,,Salesforce
9643996,,Jonathan Man,,,jman1124@yahoo.com,,List import
11133949,Inactive Investor,Shea Mccreight,Senior Client Specialist,Robert W. Baird & Co. Incorporated,smccreight@rwbaird.com,,Salesforce
10763350,Inactive Investor,Jeffrey Sgroi,,"Raymond James Financial Services, Inc. Aspen CO 617 W Main St",jeff.sgroi@raymondjames.com,,Salesforce
9544544,,Jay Hovis,,,jay.hovis@financialfocusllc.com,,List import
11039165,Inactive Investor,Eric Lanik,,"Farmers Financial Solutions, LLC Omaha NE 2726 S 148th Avenue Cir",elanik@farmersagent.com,,Salesforce
10783782,Inactive Investor,John Noonan,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",john_noonan@ml.com,,Salesforce
11181563,Inactive Investor,Reagan Hamilton,Financial Consultant,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
10925543,Inactive Investor,Jonathan Blank,Chief Marketing Officer,"B.O.S.S. Retirement Advisors, LLC",,,Salesforce
9587408,,William Huffman,,,william.huffman@nuveen.com,,List import
11159618,Inactive Investor,Patrick Brough,,NYLIFE Securities LLC Havertown PA Private Residence,pgbrough@ft.newyorklife.com,,Salesforce
9648191,,Isaac Acosta,,,theisaacacosta@gmail.com,,List import
10889685,Inactive Investor,Matthew Beeby,Chief Compliance Officer;Chief Executive Officer;Founder,"MHB Advisory Services, LLC",matt@mhb-advisory.com,,Salesforce
10937132,Inactive Investor,Connor Ambrose,,Cetera Advisor Networks LLC Dallas TX 13155 Noel Rd,,,Salesforce
10768840,Inactive Investor,Todd Gullickson,,"MML Investors Services, LLC Davenport IA 2310 Jersey Ridge Rd",tpgullickson@financialguide.com,,Salesforce
10656802,,Michael Murray,,,michael.c.murray@raymondjames.com,,List Import
10989981,Inactive Investor,Yen Huynh,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,yhuynh01@ft.newyorklife.com,,Salesforce
1001337,Inactive Investor,Megan Shih Harju,,ICONIQ,mshih@iconiqcapital.com,,
9543746,,Jean Wheeldon,,,jwheeldon@intelligentim.com,,List import
10806578,Inactive Investor,Cole Taylor,First Vice President;First Vice President - Wealth Management;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",cole.taylor@ml.com,,Salesforce
11132369,Inactive Investor,David Small,,"Ameritas Investment Company, LLC West Chester PA 1233 Waterford Rd",dsmall@ameritas.com,,Salesforce
10830146,Inactive Investor,Jay Esterson,,"Allstate Financial Services, LLC Coral Springs FL 11764 W Sample Rd",jesterson@allstate.com,,Salesforce
10914824,Inactive Investor,Dustin Durant,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9574576,,Dexter Pereira,,,perdy40@live.con,,List import
11094362,Inactive Investor,Margaret Pulecio,,Kovack Securities Inc. Boca Raton FL 951 NW 51st St,margaret@kovacksecurities.com,,Salesforce
10923714,Inactive Investor,Michelle Coleman,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6000 Fairview Rd",michelle.k.coleman@nm.com,,Salesforce
9550481,,Phillip Schaeffer,,,schaeffer@scottscove.com,,List import
9567679,,Elijah Good-Farm,,,egoodfarm@yahoo.com,,List import
10983033,Inactive Investor,Tyler Clavin,Client Services,Commonwealth Financial Network Seattle WA 16300 Christensen Rd,tclavin@commonwealth.com,,Salesforce
9568167,,Mitchell Murray,,,mitchell.d.murray@gmail.com,,List import
91250,,Ejike Okafor,,Nil,chrisetteozilgotze@gmail.com,2.34804E+12,Organic Search
11159789,Inactive Investor,Mark Johnson,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,,,Salesforce
10854158,Inactive Investor,Brian Goss,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,brian_goss@vanguard.com,,Salesforce
10619101,,Kayla Prince,,,kayla.prince@morganstanley.com,,List Import
11066840,Inactive Investor,Sabrina King,,"Raymond James Financial Services, Inc.",sabrina.king@raymondjames.com,,Salesforce
9571066,,William Scott,,,wscott@bamfunds.com,,List import
10780483,Inactive Investor,Vincent Rella,Chief Compliance Officer;Chief Financial Officer,Offit Capital,vrella@offitcapital.com,,Salesforce
9616052,,James COLVIN,,,colvinbyrd@gmail.com,,List import
3280786,,Samim Hossen,,,tamajithissen5472@gmail.com,,Web Form Fillout
11165684,Inactive Investor,Ellen Meyerson,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",ellen.meyerson@equitable.com,,Salesforce
11204650,Inactive Investor,Juan Atkins,,PFS Investments Inc. West Palm Beach FL 5114 Okeechobee Blvd,,,Salesforce
11151655,Inactive Investor,James Bartow,Financial Planner,United Planners' Financial Services of America A Limited Partner Furlong PA Private Residence,,,Salesforce
11138840,Inactive Investor,Patrick Shriver,,"Farmers Financial Solutions, LLC Watertown SD 1505 9th Ave SE",,,Salesforce
11236161,Inactive Investor,Nichole Newman,,Key Investment Services LLC Canton OH 4428 Tuscarawas St W,nichole.newman@key.com,,Salesforce
10935521,Inactive Investor,David Mueller,,"Allstate Financial Services, LLC",,,Salesforce
10864901,Inactive Investor,Robert Klock,Financial Consultant,Thrivent Investment Management Inc. Allentown PA 1611 N 18th St,robert.klock@thrivent.com,,Salesforce
10827604,Inactive Investor,John Voss,Financial Advisor,Edward Jones Enid OK 3114 N Van Buren St,jake.voss@edwardjones.com,,Salesforce
11167095,Inactive Investor,Jacob Dey,,"Osaic Wealth, Inc. Mount Vernon WA 2105 Continental Pl",,,Salesforce
11189486,Inactive Investor,Frank Cradduck,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Cincinnati OH 7350 Beechmont Ave",frank.cradduck@usbank.com,,Salesforce
11027701,Inactive Investor,Nicholas Ballinger,,PFS Investments Inc. Kalamazoo MI 6376 Quail Run Dr,nballinger@primerica.com,,Salesforce
6483352,,Anwar Hosin,,,anwarhosin8@gmail.com,,Web Form Fillout
11021276,Inactive Investor,Kenneth Courtney,,Goldman Sachs Custody Solutions New York NY 200 West St,,,Salesforce
11147258,Inactive Investor,Matthew Lord,,"Citizens Securities, Inc. Exeter NH 154 Water St",matthew.d.lord@citizensbank.com,,Salesforce
10995189,Inactive Investor,Jonathan Bergen,,J.P. Morgan Securities LLC Fort Worth TX 8601 S Hulen St,,,Salesforce
9609506,,Brandon Morin,,,brandonelmorin@gmail.com,,List import
192758,,Dan V.,,[[Unknown]],dvarnum364@aol.com,,Direct
9577644,,Ben Hendrich,,,ben@hendrichdesign.com,,List import
10845758,Inactive Investor,Todd Martin,,"Osaic Wealth, Inc. Tempe AZ 8950 S 52nd St",,,Salesforce
11149232,Inactive Investor,Todd O'Neil,Private Wealth Advisor,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",todd.c.oneil@ampf.com,,Salesforce
10850707,Inactive Investor,Phillip Thanawiwat,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Pasadena CA 680 E Colorado Blvd",phillip.thanawiwat@schwab.com,,Salesforce
10510459,,Matt Chancey,Certified Financial Planner,Micel Financial,matt@micelfinancial.com,,List import
9614585,,Rick James,,,rjames@gmail.com,,List import
9563207,,Thomas J. Connolly,,,thomasconnolly@theradarfund.com,,List import
11164399,Inactive Investor,Thomas Robb,,"Farmers Financial Solutions, LLC",thomas.robb@farmersinsurance.com,,Salesforce
10830248,Inactive Investor,Paul Carlisle,Director;Executive Vice President,Wintrust Investments LLC,pcarlisle@wintrust.com,,Salesforce
11177223,Inactive Investor,J Hess,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,ben.hess@lpl.com,,Salesforce
9553179,,Adam Stock,,,adam.stock@lfg.com,,List import
232766,, -,,[[Unknown]],rajivushah@hotmail.com,,
11043578,Inactive Investor,Ethan Davies,Financial Consultant,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",ethan.davies@hantzgroup.com,,Salesforce
10797595,Inactive Investor,Kenneth Wren,,"Raymond James Financial Services, Inc. Suffolk VA 5806 Harbour View Blvd",,,Salesforce
11185988,Inactive Investor,Adam Dale,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Portland OR 9755 SW Barnes Rd",adam.dale@wellsfargoadvisors.com,,Salesforce
11122738,Inactive Investor,John O'Rourke,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",john.orourke@bofa.com,,Salesforce
339648,,Matthew Weir,Senior Vice President,Taconic Partners,mweir@tacon.com,212-220-9945,Manual List Upload
10505827,,Edward Doubleday,Managing Director,Freestone Capital Management,ned@freestonecapital.com,805-845-8444,List import
11065471,Inactive Investor,Kyle Sullivan,,"Osaic Wealth, Inc. Portland OR 3526 SW Troy St",,,Salesforce
10853358,Inactive Investor,John Hoffer,,"Osaic Wealth, Inc. Henrico VA 3761 Westerre Pkwy",,,Salesforce
10783380,Inactive Investor,Francis Fazio,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10954045,Inactive Investor,Faith Mehrer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11165012,Inactive Investor,Matthew Garrigan,Financial Advisor,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",matthew.garrigan@wellsfargoadvisors.com,,Salesforce
11020367,Inactive Investor,Jonathan Klesney,,The Huntington Investment Company Gaylord MI 100 E Main St,jonathan.t.klesney@huntington.com,,Salesforce
9631387,,Joseph Henriksen,,,joseph.henriksen@gmail.com,,List import
6840280,,thuja thuka,,,yorowo5185@otanhome.com,,Web Form Fillout
11073513,Inactive Investor,Catherine Hitesman,Financial Advisor;Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",catherine.hitesman@wellsfargoadvisors.com,,Salesforce
10895710,Inactive Investor,Joe Nguyen,,State Farm VP Management Corp. Garden Grove CA 13041 Euclid St,joe.nguyen.nt29@statefarm.com,,Salesforce
11101559,Inactive Investor,Jessica Culpepper,Partner;Wealth Manager,Creative Planning,culpepper@thinkingbeyond.com,,Salesforce
10821221,Inactive Investor,Candice Vega,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Poughkeepsie NY 2649 South Rd",candice.vega@ml.com,,Salesforce
10857479,Inactive Investor,James Paik,Investment Consultant,Morgan Stanley San Francisco CA 101 California St,james.paik@morganstanley.com,,Salesforce
10616936,,William Milano,,,william.milano@jpmorgan.com,,List Import
11135144,Inactive Investor,Richard Andrews,Financial Advisor;Vice President,Janney Montgomery Scott LLC New Haven CT 555 Long Wharf Dr,randrews@janney.com,,Salesforce
10754472,Inactive Investor,Christopher Nelson,Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
10756965,Inactive Investor,Kristie Waldorf,Senior Client Service Associate,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,kristie.waldorf@ubs.com,,Salesforce
207042,,Cary Deaver,,[Unknown],deav@earthlink.net,,
368013,,Justin Ruel,Other,,justin.ruel@acaglobal.com,,Webinar
9636300,,Hester Borrie,,,hborrie@ingfunds.com,,List import
11071170,Inactive Investor,Timothy Flynn,Financial Advisor,LPL Financial LLC Minneapolis MN 8000 W 78th St,tim.flynn@lpl.com,,Salesforce
11035244,Inactive Investor,Jeffrey Adamson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",,,Salesforce
333586,,Henry Lao,,Mercer Global Advisors Inc.,hlao@merceradvisors.com,,
11116159,Inactive Investor,Omnia Farag,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 601 Lexington Ave,,,Salesforce
11141249,Inactive Investor,Kent McGinnis,,Sigma Financial Corporation Quincy IL 2634 Broadway St,,,Salesforce
11162438,Inactive Investor,David Baringer,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,david.baringer@edwardjones.com,,Salesforce
10959533,Inactive Investor,Miguel Cruz,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10962312,Inactive Investor,Dustin Sylvester,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,dustin.j.sylvester.w5f7@statefarm.com,,Salesforce
9564919,,Robert McWhirter,,,rmcwhirter@selectiveasset.com,,List import
10926837,Inactive Investor,Delilah Dijamco,Financial Advisor,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",delilah.dijamco@prudential.com,,Salesforce
351540,,Charles Plaster,Analyst,"Segment Wealth Management, Llc",charles.plaster@segmentwm.com,713-800-7150,Manual List Upload
11050018,Inactive Investor,Robert Beseman,Financial Advisor,LPL Financial LLC Wadena MN 409 Ash Ave NW,bob.beseman@lpl.com,,Salesforce
11159188,Inactive Investor,Scott Perhacs,,NYLIFE Securities LLC Saint Louis MO 3 Cityplace Dr,sperhacs@ft.newyorklife.com,,Salesforce
10982962,Inactive Investor,Larissa Oliphant,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Osseo MN 13380 Grove Dr,larissa.oliphant@jpmorgan.com,,Salesforce
8480454,,Matthew Platt,,edward jones,matthew.platt@edwardjones.com,,List Import
11228766,Inactive Investor,Nicholas Hofmann,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,,,Salesforce
11114989,Inactive Investor,Arman Vafi,Financial Advisor,PlanMember Securities Corporation Agoura Hills CA 28720 Roadside Dr,arman@planmembersec.com,,Salesforce
11025389,Inactive Investor,John Henley,,"Ameritas Investment Company, LLC Hernando MS Private Residence",jhenley@ameritas.com,,Salesforce
10945422,Inactive Investor,Dolores Cadette-Branche,,"Truist Investment Services, Inc.",,,Salesforce
10774675,Inactive Investor,James George,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 381 Mansfield Ave",jgeorge@htk.com,,Salesforce
11045900,Inactive Investor,William Dietze,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
11133504,Inactive Investor,John Lady,,"DFPG Investments, LLC Greenville SC 330 Pelham Rd",,,Salesforce
11189035,Inactive Investor,Luz Fuentes,,"Kestra Investment Services, LLC Winter Park FL 1560 Orange Ave",,,Salesforce
11024753,Inactive Investor,Julia Smith,Financial Advisor,LPL Financial LLC Golden CO 1800 Jackson St,julia.smith@lpl.com,,Salesforce
11223148,,Roy Mullin,,,roy@roymullin.com,,List Import
11167862,Inactive Investor,Yaxi Li,,Evercore Group L.L.C.,,,Salesforce
11097479,Inactive Investor,Edward Burgos,Manager;Private Client Advisor,Park Avenue Securities LLC Lake Mary FL 400 International Pkwy,,,Salesforce
10491607,,Tracie Guyer,,LPL,tracie.guyer@lpl.com,,Web Form Fillout
198675,,KURTULUS TIMUR,,[Unknown],kurt_timur@yahoo.com,,source
10924586,Inactive Investor,Colleen Lundy,,"Raymond James Financial Services, Inc. Scottsdale AZ 7450 E Pinnacle Peak Rd",colleen.lundy@raymondjames.com,,Salesforce
10931390,Inactive Investor,Tom Dote,,"Farmers Financial Solutions, LLC Pleasanton CA 3015 Hopyard Rd",tdote@farmersagent.com,,Salesforce
11035598,Inactive Investor,David Hefner,Investment Advisor Representative,Commonwealth Financial Network West Des Moines IA 1415 28th St,dhefner@commonwealth.com,,Salesforce
11026009,Inactive Investor,Ryan Snyder,,"Raymond James Financial Services, Inc. Eagle ID 1025 S Bridge Way Pl",ryan.snyder@raymondjames.com,,Salesforce
10764238,Inactive Investor,Maura Ryan,Investment Advisor Representative,Commonwealth Financial Network Mashpee MA 759 Falmouth Rd,mryan@cfnmail.com,,Salesforce
10604503,,Ana Schwartz,CSA,"Raymond James & Associates, Inc.",anastella.schwartz@alexbrown.com,727-567-1000,List Import
11060290,Inactive Investor,Hanson Peirce,,Morgan Stanley Vero Beach FL 3525 Ocean Dr,hanson.peirce@morganstanley.com,,Salesforce
116324,,Robert Maxwell,"Chief Compliance Officer, Founder, Owner, President",R. Scott Maxwell Financial,scott@rscottmaxwell.com,469-213-3995,
11040794,Inactive Investor,Gustavo Vasquez,District Leader,PFS Investments Inc. Puyallup WA 929 E Main,,,Salesforce
129309,,Steven Fortescue,"Financial Planner, Principal","Cambridge Investment Research Advisors, Inc.",steve.fortescue@cambridgesecure.com,425-227-5333,
11254157,Inactive Investor,Gregory Basillio,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,gregory.basillio@fidelity.com,,Salesforce
10759439,Inactive Investor,Karen Knettel,Client Service Associate,Morgan Stanley Fairfield CT 1229 Post Rd,karen.knettel@ms.com,,Salesforce
10981779,Inactive Investor,Karin Hemstock,,"Osaic Wealth, Inc. Vancouver WA 1111 Main St",,,Salesforce
10918818,Inactive Investor,Patrick Stadum,Financial Advisor,LPL Financial LLC Fargo ND 215 5th St N,patrick.stadum@lpl.com,,Salesforce
10797669,Inactive Investor,Sandra Fahlstrom,Associate Vice President;Business Development Associate,Morgan Stanley Leawood KS 11161 Overbrook Rd,sandra.fahlstrom@morganstanley.com,,Salesforce
10618861,,David Heide,,,david.heide@rbc.com,,List Import
10964301,Inactive Investor,Craig Fitzgerald,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,craig.fitzgerald@fidelity.com,,Salesforce
10965246,Inactive Investor,Rachel Giraldez,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11033440,Inactive Investor,Laticia Little,Senior Representative,PFS Investments Inc. Cincinnati OH 110 Boggs Ln,laticia.little@primerica.com,,Salesforce
11073022,Inactive Investor,Izzak Woodford,,J.P. Morgan Securities LLC Henderson NV 90 N Stephanie St,izzak.woodford@jpmorgan.com,,Salesforce
9604531,,MIN LEE,,,meein@yahoo.com,,List import
11037688,Inactive Investor,Donald Wilson,,Cetera Advisor Networks LLC Chehalis WA Private Residence,donald.wilson@ceterawealth.com,,Salesforce
10813805,Inactive Investor,Adam Miller,,Founders Financial Securities LLC Sarasota FL Private Residence,,,Salesforce
5987466,,Emrah ?ahin,,,emrahsahin575757@gmail.com,,Web Form Fillout
11000369,Inactive Investor,Ashley Foster,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
206339,,chris aakre,,[Unknown],caaakre@gmail.com,,
9553593,,Sanjib Mukherjee,,,sanjibkrmukherjee@gmail.com,,List import
10926158,Inactive Investor,Lilia Hernandez-Rios,,"Wells Fargo Clearing Services, LLC New Brunswick NJ 120 Albany St",,,Salesforce
11145647,Inactive Investor,Stephen Davalos,Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley San Francisco CA 101 California St,stephen.davalos@morganstanley.com,,Salesforce
11036974,Inactive Investor,John Robinson,,"Osaic Institutions, Inc. Atchison KS 600 Commercial St",john.robinson@osaicinstitutions.com,,Salesforce
10616155,,Kevin Potter,,,kevin.a.potter@chase.com,,List Import
10882628,Inactive Investor,Carol Mader,,LPL Financial LLC Park Falls WI 842 4th Ave S,carol.mader@lpl.com,,Salesforce
11142307,Inactive Investor,William Whitman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Shreveport LA 401 Edwards St",william.whitman@ml.com,,Salesforce
11147750,Inactive Investor,Aires Botas,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,aires.botas@fidelity.com,,Salesforce
10870277,Inactive Investor,Todd Richhart,Financial Advisor,"Voya Financial Advisors, Inc. Miamisburg OH 10100 Innovation Dr",todd.richhart@voyafa.com,,Salesforce
11218740,,Conor Delaney,,,conor.delaney@lpl.com,,Other
9623229,,luc Berns,,,luc.berns@hotmail.com,,List import
9643070,,Uhjin Choi,,,insui3@naver.com,,List import
10995932,Inactive Investor,Christopher Preisig,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member,"Upstate Financial Planning, LLC",,,Salesforce
11212501,Inactive Investor,Laura Godfrey,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",laura.godfrey@raymondjames.com,,Salesforce
11077830,Inactive Investor,Cole Willyard,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 3308 NE Auto Mall Dr",cole.willyard@ml.com,,Salesforce
9554691,,Kenneth Warlick,,,kwarlick@agiscapital.com,,List import
11054296,Inactive Investor,Eric Volges,,J.P. Morgan Securities LLC New Hyde Park NY 1985 Marcus Ave,eric.volges@jpmorgan.com,,Salesforce
11009833,Inactive Investor,Julio Canas,,Inversiones SURA,,,Salesforce
2419790,,Aishish yadav 4443,,,aishishyadav01@gmail.com,,
10910195,Inactive Investor,Chris Rasmussen,,"Osaic Wealth, Inc. El Dorado Hills CA 4364 Town Center Blvd",,,Salesforce
198982,,Craig Burts,Senior Vice President - Investments,"Synovus Securities, Inc.",craigburts@synovus.com,706-644-0298,product
10657894,,Paul Kirmis,,,paul.kirmis@tfaconnect.com,,List Import
10902808,Inactive Investor,Nicholas Penido,,"MML Investors Services, LLC Scottsdale AZ 7014 E Camelback Rd",npenido@massmutual.com,,Salesforce
11130606,Inactive Investor,Michael Chong,Private Wealth Advisor,"Ameriprise Financial Services, LLC Lisle IL 1011 Warrenville Rd",mchong@ampf.com,,Salesforce
10787125,Inactive Investor,Lori Grimme,,Stonex Securities Inc. Cincinnati OH 1080 Nimitzview Dr,lori.grimme@saswealth.com,,Salesforce
11039045,Inactive Investor,Kunj Kashyap,,Fidelity Brokerage Services LLC Campbell CA 851 E Hamilton Ave,,,Salesforce
11001848,Inactive Investor,Marcus Marshall,,MissionSquare Investment Services,mmarshall@icmarc.org,,Salesforce
215596,,William Hanson,,[Unknown],william.hanson@ihsmarkit.com,,source
11207274,Inactive Investor,Caroline Sobolewski,,"Raymond James Financial Services, Inc. New Orleans LA 636 Carondelet",caroline.sobolewski@raymondjames.com,,Salesforce
9584105,,Kenneth Beach,,,kbeach@ciginc.net,,List import
9609873,,Suleman Sheikh,,,sulemans@buffalo.edu,,List import
10989459,Inactive Investor,Eric Schweiss,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
10836709,Inactive Investor,Daniel Dixon,,"Principal Securities, Inc. Salt Lake City UT Private Residence",dixon.daniel@principal.com,,Salesforce
371869,,Elizabeth Alper,,United States,ewalper100@gmail.com,,Salesforce
9556695,,SREY OUN,,,secakil990@lutota.com,,List import
11073093,Inactive Investor,Byron Mcghee,,J.P. Morgan Securities LLC Houston TX 8536 Hwy 6 N,,,Salesforce
10606522,,Joshua Feldman,"Branch Manager, Senior Managing Director",Aegis Capital Corp.,jfeldman@aegiscap.com,212-284-5810,List Import
374205,,Bart Domangue,,,,985-713-5437,Salesforce
11031088,Inactive Investor,Heather Hill,,"Charles Schwab & Co., Inc. New Castle IN Private Residence",heather.hill@schwab.com,,Salesforce
9584667,,Jeffrey Mckibben,,,jmckibben@odysseyinvestment.com,,List import
11023526,Inactive Investor,Sheena Henck,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10798608,Inactive Investor,Jill Braford,Wealth Management Associate,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,jill.braford@ubs.com,,Salesforce
10939008,Inactive Investor,Joseph Milazzo,Regulatory Contact;Secretary;Treasurer,"C & C Financial Services, Inc.",joe@cumcar.com,,Salesforce
11083525,Inactive Investor,Thomas Batt,,J.P. Morgan Securities LLC Denver CO 3300 Colorado Blvd,thomas.batt@jpmorgan.com,,Salesforce
10914720,Inactive Investor,Robert Carter,,"Cambridge Investment Research, Inc. Savannah GA 30 Little Comfort Rd",,,Salesforce
10982521,Inactive Investor,Matthew Endres,,J.P. Morgan Securities LLC Saint Louis MO 101 N Broadway,matthew.endres@chase.com,,Salesforce
231193,, -,,[[Unknown]],bryandholbrook@gmail.com,,
10938549,Inactive Investor,Christopher Jones,,"Arlington Securities, Inc. Chesterfield MO 14323 S Outer 40 Rd",,,Salesforce
11156472,Inactive Investor,Kyle Siettmann,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
11059660,Inactive Investor,Logan Marsh,Financial Professional,"Equitable Advisors, LLC Bethlehem PA 81 Highland Ave",logan.marsh@equitable.com,,Salesforce
9579059,,Chad Okere,,,cokere@gmail.com,,List import
10809452,Inactive Investor,Nadine Faulis,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",nadine.faulis@ml.com,,Salesforce
10760614,Inactive Investor,Lorraine Payne,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",lorraine.payne@truist.com,,Salesforce
10881543,Inactive Investor,Jodi Lamprecht,,"Osaic Wealth, Inc. North Sioux City SD 350 Oak Tree Ln",,,Salesforce
11105764,Inactive Investor,Noremi Scarpati,,NYLIFE Securities LLC Charlotte NC 7808 Pineville-Matthews Rd,nscarpati@ft.newyorklife.com,,Salesforce
10644627,,Robert Barr,,,rbarr@lincolninternational.com,,List Import
246375,,Not Provided,retired,U of Montana,elongilbert@me.com,,Manual List Upload
11005641,Inactive Investor,Dmitry Bierker,,"Wells Fargo Clearing Services, LLC Minneapolis MN 3200 Main St NW",,,Salesforce
350876,,Brad Pike,"Director, Investments",Mma Asset Management Llc,bradp@centuriongroupllc.com,610-684-3200,Manual List Upload
11241725,,AKMAL ALBAASITH,,,akmalalbaasith22@gmail.com,,Web Form Fillout
10972839,Inactive Investor,Javier Menchaca,,J.P. Morgan Securities LLC Bakersfield CA 9000 Ming Ave,javier.menchaca@chase.com,,Salesforce
11167400,Inactive Investor,David Easterling,Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,david.easterling@morganstanley.com,,Salesforce
10779436,Inactive Investor,David Timms,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",david_timms@ml.com,,Salesforce
10990059,Inactive Investor,Steven-Anthony Clark,Accelerated Leadership Program Associate,Edward Jones,,,Salesforce
9611116,,b w,,,benjamin_winkelmann@web.de,,List import
10510781,,Thomas Bonomo,CEO,Bonomo Advisors,tom@cpic.net,,List Import
9648348,,Alexander Messes,,,alecqs@comcast.net,,List import
9557800,,Anna Yuan,,,ayuan@mba2022.hbs.edu,,List import
11020381,Inactive Investor,Brenten Bottoms,,"First Citizens Investor Services, Inc. Goldsboro NC 2600 Medical Office Pl",brenten.bottoms@firstcitizens.com,,Salesforce
8139911,,Aung Myo,,,chuechue4483@gmail.com,,Web Form Fillout
10972751,Inactive Investor,Joel West,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,joel.west@jpmorgan.com,,Salesforce
9625269,,Tom Skiba,,,tskiba5@yahoo.com,,List import
10614866,,Joseph Maiullo,"Financial Advisor, First Vice President, Portfolio Manager",,joseph.maiullo@morganstanley.com,,List Import
11039641,Inactive Investor,Alla Cootey,,Santander Securities LLC Pelham NH 150 Bridge St,alla.cootey@santanderinvestments.com,,Salesforce
129107,,Madeline Neumeier,,"Wipfli Financial Advisors, Llc",mneumeier@wipflifinancial.com,,
11197131,Inactive Investor,David Giannini,Wealth Advisor;Wealth Management Advisor,Private Asset Management Inc,david@privateasset.com,,Salesforce
11110999,Inactive Investor,Jason Knoedler,Chief Executive Officer;Vice President,"BOS Asset Management, LLC",,,Salesforce
11067448,Inactive Investor,Teddy Boulds,,Country Capital Management Company Marion IL 1200 E Deyoung St,ted.boulds@countryfinancial.com,,Salesforce
10766185,Inactive Investor,Jacqueline Carey,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,jacqueline.carey@ubs.com,,Salesforce
10908755,Inactive Investor,Elizabeth Soots,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,elizabethsoots@statefarm.com,,Salesforce
9631348,,Mike Fonte,,,mikefonte924@gmail.com,,List import
11009181,Inactive Investor,Robert Mummey,,"Osaic Wealth, Inc. Westlake Village CA 2829 Townsgate Rd",rmummey@royalaa.com,,Salesforce
9566319,,Gary Hoff,,,hoffg@bigpond.com,,List import
10849417,Inactive Investor,Eric Lyons,Financial Advisor,LPL Financial LLC Winnetka IL 1 Northfield Plz,,,Salesforce
10645006,,Benjamin Grant,,,benjamin.grant@jpmorgan.com,,List Import
10766190,Inactive Investor,Paul Patterson,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",paul.patterson@ml.com,,Salesforce
10657305,,Elizabeth Hogan,,,beth.hogan@nm.com,,List Import
10942682,Inactive Investor,Cameron Patel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10942342,Inactive Investor,Tiera Page,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tiera_page@vanguard.com,,Salesforce
11106812,Inactive Investor,Mark Rossmiller,,State Farm VP Management Corp. Sun City Center FL 957 E del Webb Blvd,mark.rossmiller.jfra@statefarm.com,,Salesforce
11021930,Inactive Investor,Rory Sims,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",rory.sims@nm.com,,Salesforce
9637859,,Christian Tury,,,christian.tury@finad.com,,List import
11003319,Inactive Investor,Christopher Dipretoro,,PFS Investments Inc. Crofton MD 2147 Priest Bridge Dr,,,Salesforce
10970801,Inactive Investor,Kevin Mahoney,Retirement Plan Advisor,"Raymond James & Associates, Inc.",,,Salesforce
9608511,,Richard Rofe,,,richard@arcadiacap.com,,List import
11030993,Inactive Investor,Patrick Nolan,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
9555413,,Thomas Caracciolo,,,caracciolo@dubinclark.com,,List import
333959,,Jose Minaya,Senior Managing Director,Churchill Asset Management Llc,jose.minaya@churchillam.com,212-478-9200,Manual List Upload
11096589,Inactive Investor,Hussein Jaber,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",hussein.jaber@empower.com,,Salesforce
11006894,Inactive Investor,Lori Whittingham,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
9616678,,HAROLD Barber,,,hwbarbjr@aol.com,,List import
11126872,Inactive Investor,Dana Breland,Associate Vice President,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",dana.breland@rbc.com,,Salesforce
11034537,Inactive Investor,Mohamed Basyouni,,"U.S. Bancorp Investments, Inc. Rancho Sante Fe CA 16083 San Dieguito Rd",,,Salesforce
11193426,Inactive Investor,Brandon Steinhagen,Director - Financial Planning,"Elios Financial Group, Inc.",brandon@eliosfinancial.com,,Salesforce
11093265,Inactive Investor,Angela Canas,,Bolton Global Capital Miami FL 1441 Brickell Ave,acanas@boltonglobal.com,,Salesforce
11110872,Inactive Investor,Michael Davis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11040852,Inactive Investor,Jeffrey Rondini,Authorized Officer;Financial Advisor,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,jeffrey.rondini@ubs.com,,Salesforce
10761056,Inactive Investor,Jeffrey Ehrhardt,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jeffrey.ehrhardt@fidelity.com,,Salesforce
11035008,Inactive Investor,Tyson Plowshay,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",tyson.plowshay@ml.com,,Salesforce
188435,,Zac Bromell,,[Unknown],zmasterbromell@hotmail.com,,source
11080652,Inactive Investor,Jason Leder,Chief Investment Officer;Managing Member,Leder Fiduciary Capital LLC,jleder@lederfidcap.com,,Salesforce
9567385,,Garth Kirkpatrick,,,garthskjr@gmail.com,,List import
10969758,Inactive Investor,Jacqueline Lahoda,,"Raymond James Financial Services, Inc.",jacqueline.lahoda@raymondjames.com,,Salesforce
10882696,Inactive Investor,Lucia Ciraolo,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,lucia.ciraolo@fidelity.com,,Salesforce
11028742,Inactive Investor,Todd McDonald,,PFS Investments Inc. Bullhead City AZ 2585 Miracle Mile,todd.mcdonald@primerica.com,,Salesforce
11011497,Inactive Investor,Jasmine Bilderback,,"Raymond James Financial Services, Inc. Lubbock TX 3405 22nd St",jasmine.bilderback@raymondjames.com,,Salesforce
10794145,Inactive Investor,Courtney Bosi,Associate;Client Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,courtney.bosi@jpmorgan.com,,Salesforce
11129885,Inactive Investor,Inga Rachwald,,"Charles Schwab & Co., Inc.",inga.rachwald@schwab.com,,Salesforce
10948074,Inactive Investor,John Beck,Chief Compliance Officer;Founder;Managing Member;Principal,"Midwest Retirement Partners, LLC",,,Salesforce
11019162,Inactive Investor,Mehdi Derraz El Kabir,,J.P. Morgan Securities LLC Cambridge MA 9 Jfk St,mehdi.derrazelkabir@chase.com,,Salesforce
219070,,Rafael Rivera,,[Unknown],rab55mul@yahoo.com,,
10778915,Inactive Investor,Larry James,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",thorne_james@ml.com,,Salesforce
11151763,Inactive Investor,David Gunn,,LPL Financial LLC Sandy UT 75 W Towne Ridge Pkwy,alex.gunn@lpl.com,,Salesforce
11167329,Inactive Investor,Alex Gilman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,alex.s.gilman@ubs.com,,Salesforce
10764706,Inactive Investor,Kristin Dubinski,Financial Advisor,"Ameriprise Financial Services, LLC Annapolis MD 180 Admiral Cochrane Dr",kristin.l.dubinski@ampf.com,,Salesforce
9644591,,Robert Smith,,,bsmith@sageadvisory.com,,List import
10848803,Inactive Investor,Jason Lee,Private Client Banker,J.P. Morgan Securities LLC East Norwich NY 6311 Northern Blvd,jason.lee@jpmorgan.com,,Salesforce
10878977,Inactive Investor,Jeffrey Todaro,,Citigroup Global Markets Inc.,,,Salesforce
11113212,Inactive Investor,Jacob Katz,,"Raymond James Financial Services, Inc. Clarence NY 9505 Main St",,,Salesforce
230512,,Nick Gregg,,[[Unknown]],nickgregg767@gmail.com,,Organic Search
11159523,Inactive Investor,Dean Lewis,Chief Compliance Officer;President,"Lewis Wealth Management, LLC",austin@lewiswm.com,,Salesforce
9646300,,Lucas Salerno,,,lsalerno.panama@gmail.com,,List import
9632149,,Brijendra kumar Sahye,,,bsahye72@gmail.com,,List import
9595672,,Pushpak Sarkar,,,pushpak@uw.edu,,List import
10864477,Inactive Investor,Paul Karnes,,"Osaic Wealth, Inc. Mount Pleasant SC 656 Coleman Blvd",,,Salesforce
11068691,Inactive Investor,Carl Jurgens,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative,Tony Walker Financial Louisville KY 8303 Shelbyville Rd,trey@tonywalkerfinancial.com,,Salesforce
10985494,Inactive Investor,Emily Davis,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11044332,Inactive Investor,Miguel Molina,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11223282,,Sandra Mapp,,,smapp@merceradvisors.com,,List Import
88316,,David Stellpflug,Financial Advisor,Family Financial,dave@stellpflug.biz,,
9587406,,Scott Moore,,,scott.moore@boiseschools.org,,List import
223268,,Amanda Yan,Financial Advisor,Forstrum Wealth Management,amanda.yan@forstrumwealthmanagement.com,,
10851233,Inactive Investor,Leonard Vasquez,Private Client Advisor,J.P. Morgan Securities LLC Miami Beach FL 1801 Alton Rd,leonard.vasquez@jpmorgan.com,,Salesforce
10853856,Inactive Investor,John Jeffers,,"Burch & Company, Inc",jjeffers@burchco.com,,Salesforce
11105249,Inactive Investor,Janna Magdaleno,Investment Consultant;Vice President;Wealth Planning Specialist,Morgan Stanley Orinda CA 2 Theatre Sq,janna.magdaleno@morganstanley.com,,Salesforce
10808122,Inactive Investor,Jeffrey Verbeke,Financial Advisor,"OneAmerica Securities, Inc. Appleton WI Private Residence",,,Salesforce
9561780,,Jay -,,,jkchang88@gmail.com,,List import
10506223,,Chetan Jani,,,cjani805@gmail.com,,Web Form Fillout
10880217,Inactive Investor,Camile Mohammed,,J.P. Morgan Securities LLC Palatine IL 825 W Euclid Ave,camile.mohammed@jpmorgan.com,,Salesforce
10921344,Inactive Investor,Scott Schiller,,"Osaic Wealth, Inc. San Antonio TX 3522 Paesanos Pkwy",,,Salesforce
11150631,Inactive Investor,Kaiting Mo,,J.P. Morgan Securities LLC Brooklyn NY 6501 18th Ave,kaiting.mo@chase.com,,Salesforce
10802170,Inactive Investor,Sean Gaffey,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",sean.gaffey@ml.com,,Salesforce
9622993,,Nick Ecoinometrics,,,nick.ecoinometrics@gmail.com,,List import
9558628,,Ka Coppercing,,,ka15850cc@gmail.com,,List import
10818896,Inactive Investor,Gary Bradford,,Fidelity Brokerage Services LLC Winston Salem NC 380 Knollwood St,gary.bradford@fidelity.com,,Salesforce
10818772,Inactive Investor,Tayra Martinez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",tayra.martinez@ml.com,,Salesforce
11073054,Inactive Investor,Christopher Hartung,,"Harbour Investments, Inc. Charlotte NC 10801 Johnston Rd",,,Salesforce
10959215,Inactive Investor,Lindsy Franklin,,LPL Financial LLC San Diego CA 4707 Executive Dr,lindsy.franklin@lpl.com,,Salesforce
10879218,Inactive Investor,Gail Tshudy,,Vanguard Marketing Corporation,gail_tshudy@vanguard.com,,Salesforce
10806797,Inactive Investor,Edward Klesack,,"Centaurus Financial, Inc. Ashland OH Private Residence",eklesack@cfiemail.com,,Salesforce
11095520,Inactive Investor,Steven Fried,,J.P. Morgan Securities LLC Cape Coral FL 1615 Del Prado Blvd S,steven.h.fried@jpmorgan.com,,Salesforce
11232834,Inactive Investor,Shane Hixon,,"Signature Estate Securities, Inc.",,,Salesforce
9645036,,julia catuara,,,juliaacat@gmail.com,,List import
10966057,Inactive Investor,Maria Shanley,Client Relationship Manager;Financial Professional,The Planners Inc.,,,Salesforce
10812896,Inactive Investor,Lesley Sommers,,Cetera Advisor Networks LLC Tarrytown NY 303 S Broadway,sommersl@ceteranetworks.com,,Salesforce
11082024,Inactive Investor,Scott Hoeppel,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",scott_m_hoeppel@ml.com,,Salesforce
11044796,Inactive Investor,Jessica Goodyear-Zambon,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,jgoodyear-zambon@primerica.com,,Salesforce
11027720,Inactive Investor,Roselyn Chanda,,J.P. Morgan Securities LLC Nottingham MD 5260 Campbell Blvd,roselyn.chanda@jpmorgan.com,,Salesforce
10813276,Inactive Investor,Scott McQuilken,Senior Partner;Wealth Advisor,BlueChip Wealth Advisors LLC,scott@bcwealthadvisors.com,,Salesforce
9415754,,Michael Pensco Trust Company LLC FBO Michael Youssefmir IRA,,Michael Youssefmir,myc@youssefmir.com,,Initial Salesforce Import
11147688,Inactive Investor,James Barnett,Advisory Representative,LPL Financial LLC Columbia SC 1330 Lady St,,,Salesforce
9608166,,Michael Johnson,,,mr_johnson22@hotmail.com,,List import
9647215,,Gerard Romain,,,linglinsou@gmail.com,,List import
9633314,,N J,,,alexhouck035@gmail.com,,List import
10782497,Inactive Investor,Timothy Knoblauch,Investment Associate;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne IN 9921 Dupont Cir Dr W",timothy_knoblauch@ml.com,,Salesforce
370400,,Kaitlyn Harrow,,n/a,kaitlyn.harrow@gmail.com,4079203165,Google Natural Search
11111407,Inactive Investor,Robert Carlisle,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Salt Lake City UT 6550 S Big Cottonwood Canyon Rd",,,Salesforce
211818,,Beth Zorc,Associate General Counsel,Robinhood,beth.zorc@robinhood.com,,Content
10949158,Inactive Investor,Alejandro Caceres Linares,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 7605 Aloma Ave",,,Salesforce
11062220,Inactive Investor,Kobina Johnson,,Goldman Sachs & Co.,,,Salesforce
10919483,Inactive Investor,David Fain,Financial Advisor,"M Holdings Securities, Inc. Seattle WA 1325 4th Ave",david.fain@mfin.com,,Salesforce
10934293,Inactive Investor,Mindi Wernick,Financial Professional,"MML Investors Services, LLC Brooklyn NY 122 Ashland Pl",mwernick@financialguide.com,,Salesforce
10927887,Inactive Investor,Taylor Knapp,,Fidelity Brokerage Services LLC Roseville CA 1220 Roseville Pkwy,,,Salesforce
10951383,Inactive Investor,Brandon Burke,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
9559639,,Joseph Pearcy,,,pearcy.joe@principal.com,,List import
10768204,Inactive Investor,Pamela Stocker,Financial Advisor,Edward Jones Hermiston OR 245 E Main St,pam.stocker@edwardjones.com,,Salesforce
11203170,Inactive Investor,Norma Robb,Investment Advisor Representative,"Advisers Investment Management, Inc. Colorado Springs CO 5825 Delmonico Dr",,,Salesforce
11136885,Inactive Investor,Wesley Clark,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fairfax VA 3050 Chain Bridge Rd",wesley.clark2@tiaa.org,,Salesforce
10779737,Inactive Investor,Mark Dahl,Vice President;Wealth Management Associate,Morgan Stanley Houston TX 717 Texas St,mark.dahl@morganstanley.com,,Salesforce
10904380,Inactive Investor,Tracy Carlson,Financial Advisor Trainee,Edward Jones Princeton MN 2025 2nd St N,tracy.carlson@edwardjones.com,,Salesforce
11022898,Inactive Investor,Matthew Nguyen,,J.P. Morgan Securities LLC Los Angeles CA 2175 Colorado Blvd,,,Salesforce
11140245,Inactive Investor,Alex McGee,,J.P. Morgan Securities LLC Baton Rouge LA 9031 Siegen Ln,alec.mcgee@jpmorgan.com,,Salesforce
11186635,Inactive Investor,Zachary Nejeidi,,J.P. Morgan Securities LLC New York NY 120 Broadway,zachary.nejeidi@jpmorgan.com,,Salesforce
10618739,,James Kelly,,,j.patrick.kelly@morganstanley.com,,List Import
11164194,Inactive Investor,Marlana Lancaster,Financial Advisor,LPL Financial LLC Waynesboro VA 222 S Wayne Ave,marlana.lancaster@lpl.com,,Salesforce
9643679,,Brenda Varela,,,brndvrl@yahoo.com,,List import
11178192,Inactive Investor,Daniel Raulerson,Relationship Banker,"Wells Fargo Clearing Services, LLC Altamonte Springs FL 1030 Montgomery Rd",daniel.h.raulerson@wellsfargo.com,,Salesforce
10824344,Inactive Investor,Chad Dotson,,NYLIFE Securities LLC Fresno CA 205 E River Park Cir,cjdotson@ft.newyorklife.com,,Salesforce
11064381,Inactive Investor,Eric Winn,Financial Advisor,Heller Private Wealth,eric@hellerprivatewealth.com,,Salesforce
10863770,Inactive Investor,Ryan Daniels,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10647721,,Jennifer Sheldon,,,jennifer.sheldon@raymondjames.com,,List Import
9618323,,Carol Frankenfield,,,carol@actcapitalmanagement.com,,List import
9566537,,jason Anderson,,,jahjahcity28@gmail.com,,List import
11049890,Inactive Investor,Joseph Gilbert,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",joseph.s.gilbert@wellsfargo.com,,Salesforce
11011844,Inactive Investor,Anthon Sant,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",anthon.g.sant@nm.com,,Salesforce
10797576,Inactive Investor,Charles Mok,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",charles_mok@ml.com,,Salesforce
10837386,Inactive Investor,Deborah Federick,Private Wealth Advisor,"Ameriprise Financial Services, LLC Frisco TX 7460 Warren Pkwy",deborah.t.federick@ampf.com,,Salesforce
9621570,,ramsey rama rama,,,ramadanramsey@gmail.com,,List import
11023025,Inactive Investor,Patrick Fahey,,HSBC Securities (USA) Inc. Houston TX 3050 Post Oak Blvd,,,Salesforce
11212694,Inactive Investor,Richard Griffler,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",,,Salesforce
123199,,Eric Wishan,,"Cwm, Llc",ewishan@carsoninstitutional.com,503-603-0880,
10616852,,Thomas Knott,,,aknott@wintrustwealth.com,,List Import
9620167,,Kyle Finnerty,,,kyle.finnerty@gmail.com,,List import
10553375,,David Duong,,,david.duong@coinbase.com,,Web Form Fillout
234147,, -,,[[Unknown]],jomamajk@gmail.com,,Organic Search
10788850,Inactive Investor,Leonard Levitch,Private Wealth Advisor,"Ameriprise Financial Services, LLC Glen Allen VA 4801 Cox Rd",leonard.d.levitch@ampf.com,,Salesforce
10768520,Inactive Investor,William Denniston,Associate Vice President;Financial Advisor;Investment Officer,"Wells Fargo Clearing Services, LLC Erie PA 100 State St",william.denniston@wellsfargoadvisors.com,,Salesforce
11194355,Inactive Investor,Mark Lembeck,Corporate Stock Benefit Consultant;Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,mark.lembeck@ubs.com,,Salesforce
10836522,Inactive Investor,Shauna Misseldine,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Idaho Falls ID 560 S Woodruff Ave",shauna_misseldine@ml.com,,Salesforce
11085517,Inactive Investor,Bernard Haselhorst,Vice President - Wealth Management,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",bernie.haselhorst@raymondjames.com,,Salesforce
11236584,Inactive Investor,Ronald Ward,Investment Advisor Representative,"United Capital Management of Kansas, Inc.",,,Salesforce
10861710,Inactive Investor,John Pitzl,Managing Partner;Member,Pitzl Financial Arden Hills MN 3900 Northwoods Dr,john@pitzlfinancial.com,,Salesforce
11087509,Inactive Investor,Qendresa Popi,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,desa.baca@fidelity.com,,Salesforce
11090524,Inactive Investor,Granger Davis,Financial Advisor,Edward Jones Conway AR 1124 Oak St,granger.davis@edwardjones.com,,Salesforce
10811108,Inactive Investor,Jeffrey Dowden,Executive Vice President;Regulatory Contact;Senior Wealth Advisor,Wallington Asset Management,jdowden@wallingtonasset.com,,Salesforce
9553267,,Anthony Leach,,,anthony@alenterprises.net,,List import
9547974,,Joseph Caras,,,joseph.caras@fmr.com,,List import
11121669,Inactive Investor,David Sandstrom,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Roswell GA 1202 Bombay Ln",david.a.sandstrom@ampf.com,,Salesforce
9633523,,Ghoko Tharmaratnam,,,ghoko@icloud.com,,List import
223174,,Garvey Rich,"Product Development, Creative, Sales & Marketing",[Unknown],sled_regent_0i@icloud.com,,
10909205,Inactive Investor,Lori Vejil,Branch Office Assistant,Edward Jones McKinney TX 5080 Virginia Pkwy,,,Salesforce
10758027,Inactive Investor,Katherine Larsen,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",katie_larsen@ml.com,,Salesforce
10769741,Inactive Investor,Algis Kalvaitis,,"Bessemer Investor Services, Inc. Greenwich CT 600 Steamboat Rd",kalvaitis@bessemer.com,,Salesforce
11125022,Inactive Investor,Israrul Amir,,"Wells Fargo Clearing Services, LLC Minneapolis MN 2329 Central Ave NE",,,Salesforce
10954034,Inactive Investor,Brayden Moloney,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11106452,Inactive Investor,Walter Erhardt,,"Allstate Financial Services, LLC Ringoes NJ 176 US Hwy 202",waltererhardt@allstate.com,,Salesforce
9632431,,Chris Sae-Hau,,,chris.saehau@exosfinancial.com,,List import
10998581,Inactive Investor,Nicholas Carter,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9578010,,Frank Boynton,,,frank@boyntonfinancial.net,,List import
9589356,,Herrieo Camille,,,camilleherrieo@gmail.com,,List import
10784390,Inactive Investor,Lucas Ruiz,Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11187847,Inactive Investor,Michelle Roberts,Relationship Manager,Edward Jones Maryland Heights MO 201 Progress Pkwy,michelle.bittner@edwardjones.com,,Salesforce
226178,, -,,[[Unknown]],ronald.nadel@ms.com,,Initial Salesforce Import
11035696,Inactive Investor,Marcelo Poliak,,Jefferies LLC Miami FL 1450 Brickell Ave,mpoliak@jefferies.com,,Salesforce
11058468,Inactive Investor,Gary Block,,"Osaic Wealth, Inc. Berwyn PA 1205 Westlakes Dr",,,Salesforce
11128054,Inactive Investor,William Wolcott,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,william.wolcott@gs.com,,Salesforce
9636548,,Dennis Whalen,,,dwhalen@hanys.org,,List import
10795003,Inactive Investor,Mary Goon,,"The Investment Center, Inc. Rock Island IL Private Residence",mgoon@investmentctr.com,,Salesforce
11138631,Inactive Investor,Rong Wang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hacienda Heights CA 1605 S Azusa Ave",rong.wang2@ml.com,,Salesforce
11238631,Inactive Investor,Andrew May,,"INNOVATIVE INVESTMENT FIDUCIARIES, LLC",amay@ibpllc.com,,Salesforce
6774893,,edora kalasen,,,kalasen@gmail.com,,Web Form Fillout
11079674,Inactive Investor,Tamra Enriquez,,"Steward Partners Investment Solutions, LLC Dallas TX 1920 McKinney Ave",tamra.enriquez@stewardpartners.com,,Salesforce
219562,,Jeffrey Sofferman,,[Unknown],jsofferman@gmail.com,,
10612477,,Jean Sears,Financial Advisor,,jean.sears@ampf.com,,List Import
10927717,Inactive Investor,Christian Paz,,Citigroup Global Markets Inc.,,,Salesforce
11208112,Inactive Investor,Andrew Lang,Chief Investment Officer,Fiduciary Counselling Inc,,,Salesforce
10769092,Inactive Investor,Debra Ebert,,Morgan Stanley Winter Park FL 250 S Park Ave,,,Salesforce
10911383,Inactive Investor,Kylee Mohammed,Financial Advisor,"Ameriprise Financial Services, LLC Okemos MI 2139 Commons Pkwy",kylee.m.mohammed@ampf.com,,Salesforce
10986216,Inactive Investor,Stuart Snyder,,"Allstate Financial Services, LLC Morrisville PA 405 Floral Vale Blvd",stuartsnyder@allstate.com,,Salesforce
10972441,Inactive Investor,Fateh Sokkar,Financial Advisor,Park Avenue Securities LLC Middleton MA 35 Village Rd,,,Salesforce
10846310,Inactive Investor,David Reimer,,Dominari Securities LLC,,,Salesforce
11095887,Inactive Investor,Chong Kam,Senior Financial Consultant;Vice President,HSBC Securities (USA) Inc. San Francisco CA 601 Montgomery St,sherry.c.kam@us.hsbc.com,,Salesforce
10494582,,Arvind and Anne Mallik,"Managing Member, Managing Partner","KMF Investments Management, LLC",arvind.mallik@kmfinvestments.com,,List Import
10614796,,David Wurst,"Financial Advisor, Vice President",,david.wurst@morganstanley.com,,List Import
11067552,Inactive Investor,Michael Bruno,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10288033,,Nicholas Hilton,,,n_hilton@icloud.com,,Web Form Fillout
11162032,Inactive Investor,Noah Spicer,Founder,Unify Financial Advisors,,,Salesforce
11040028,Inactive Investor,David Free,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
11186584,Inactive Investor,Christopher Agostino,Private Client Banker,J.P. Morgan Securities LLC Brooklyn NY 7427 5th Ave,christopher.r.agostino@chase.com,,Salesforce
11044797,Inactive Investor,Yambet Febohernandez,,PFS Investments Inc. Orlando FL 7800 Southland Blvd,yfebohernandez@primerica.com,,Salesforce
10942638,Inactive Investor,Ashlee Fowler,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10953726,Inactive Investor,William Jenkins,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9575696,,chris amet,,,chris.amet@gmail.com,,List import
10937862,Inactive Investor,Louis Commesso,,"Farmers Financial Solutions, LLC Novato CA 530 Alameda Del Prado",,,Salesforce
338170,,Gregory Stapp,Member,"Stapp Wealth Management, Pllc",gstapp@stappfinancial.com,360-754-8895,Manual List Upload
10861930,Inactive Investor,Camillo Schmidt,President,"Potomac Investment Management, Inc.",,,Salesforce
11065766,Inactive Investor,John Strauss,Chief Compliance Officer;Chief Executive Officer;President,Strauss Financial Group,astrauss@straussfinancial.com,,Salesforce
10884100,Inactive Investor,John Kennedy,Chief Compliance Officer;Owner,"Kennedy, John B.",,,Salesforce
9600711,,Jillian Davis,,,jillian@destinationwm.com,,List import
11127032,Inactive Investor,Elana Gofman,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",elana.gofman@ml.com,,Salesforce
11145985,Inactive Investor,Elle Miller,Financial Advisor,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,elle.miller@ubs.com,,Salesforce
11147161,Inactive Investor,Nicholas Robbins,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Battle Ground WA 2500 W Main St",nicholas.robbins@ml.com,,Salesforce
10817632,Inactive Investor,Allen Zaring,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,allen.zaring@ubs.com,,Salesforce
11221227,,Dominique Fisichella,,,dfisichella@ayco.com,,List Import
10919849,Inactive Investor,Odi Ayala,,"Allstate Financial Services, LLC Lincoln CA 561 7th St",oayala@allstate.com,,Salesforce
10961379,Inactive Investor,Gustavo Giugale,,"Tigress Financial Partners, LLC",ggiugale@tigressfp.com,,Salesforce
9551081,,Thomas Mueller,,,tmueller@massmutual.com,,List import
11180430,Inactive Investor,Anthony Console,,LPL Financial LLC Woodbury NY Private Residence,anthony.console@lpl.com,,Salesforce
10781385,Inactive Investor,Nita Ma,,Morgan Stanley Pasadena CA 55 S Lake Ave,nita.ma@morganstanley.com,,Salesforce
7215,,Chris Kachi,,[[Unknown]],ckachi13@gmail.com,,Initial Salesforce Import
11036904,Inactive Investor,Mark Scott,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,,,Salesforce
10922968,Inactive Investor,James Tomasovich,Financial Advisor,"XPYRIA Investment Advisors, Inc.",,,Salesforce
11144743,Inactive Investor,Timothy Reese,Co-Branch Manager;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Springfield MO 1411 E Primrose St",tim.reese@benjaminfedwards.com,,Salesforce
11148236,Inactive Investor,Ted Perry,,PFS Investments Inc. Mesquite TX 1675 Republic Pkwy,ted.perry@primerica.com,,Salesforce
190202,,Paul Asseff,,[Unknown],paul.asseff@hotmail.com,,
9574040,,Daniel Borruso,,,daniel.borruso@yahoo.com,,List import
10863180,Inactive Investor,Craig Drees,,"CFD Investments, Inc. Fort Loramie OH 11 N Main St",craig.drees@cfdinvestments.com,,Salesforce
10939374,Inactive Investor,Christopher Lebert,Associate Financial Advisor,"Ameriprise Financial Services, LLC Fairmont MN 2423 Albion Ave",christopher.lebert@ampf.com,,Salesforce
9558788,,Lee Gagne,,,lee.gagne@unionbank.com,,List import
10980640,Inactive Investor,Justin Tadtman,,"FBL Marketing Services, LLC Clay Center KS 524 Dexter St",justin.tadtman@fbfs.com,,Salesforce
11189286,Inactive Investor,Sherri Stone,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",sherri.mahaffey@mutualofomaha.com,,Salesforce
11007893,Inactive Investor,John Newton,,The Huntington Investment Company Toledo OH 3950 N McCord Rd,,,Salesforce
10987723,Inactive Investor,Hugh Stevens,,Standard Chartered Securities North America LLC,hugh.stevens@sc.com,,Salesforce
11195246,Inactive Investor,Brendan Pease,,Fidelity Brokerage Services LLC,,,Salesforce
10997365,Inactive Investor,Timothy Selvey,,United Planners' Financial Services of America A Limited Partner,,,Salesforce
10486581,,Joshua Stelzer,Vice President,"The Ayco Company, L.P.",joshua.stelzer@yahoo.com,,List Import
11057582,Inactive Investor,Michael Tugman,,"Avantax Investment Services, Inc. Burkburnett TX 308 S Avenue D",,,Salesforce
10828468,Inactive Investor,John Vorvolakos,Financial Advisor,LPL Financial LLC Brooklyn NY 265 86th St,john.vorvolakos@lpl.com,,Salesforce
11194333,Inactive Investor,Tal Gearhart,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,tal.gearhart.g4ic@statefarm.com,,Salesforce
11075776,Inactive Investor,Richard Telfair,Financial Advisor,Lincoln Investment Buffalo NY 61 John Muir Dr,rtelfair@lincolninvestment.com,,Salesforce
9640253,,Charles Flowers,,,charles@abacusplanninggroup.com,,List import
10893654,Inactive Investor,Patrick Kimmel,Investment Advisor Representative,"WealthCrest Financial Services, LLC",pkimmel@wealthcrest.com,,Salesforce
9594728,,Nikolai Eremenko,,,lynch2016first@gmail.com,,List import
11255522,Inactive Investor,Susan Wright,Investment Advisor Representative,Match Grade Advisors Port Saint Joe FL 209 7th St,susan@matchgradeadvisors.com,,Salesforce
3283251,,Lori Kingsley,,,kingsleylori@gmail.com,,Web Form Fillout
11117921,Inactive Investor,Seth Lewis,,MissionSquare Investment Services,slewis@icmarc.org,,Salesforce
11013060,Inactive Investor,Michael Mitterholzer,,Fidelity Brokerage Services LLC Westlake OH 1800 Crocker Rd,,,Salesforce
11042340,Inactive Investor,Holly Squicciarini,Financial Advisor,"Raymond James & Associates, Inc. Loves Park IL 4443 Marsh Hawk Dr",holly.squicciarini@raymondjames.com,,Salesforce
11039051,Inactive Investor,Zainab Smith,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,zainab.smith@fmr.com,,Salesforce
11171724,Inactive Investor,Michael Karp,Financial Advisor;Financial Professional;Senior Vice President,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,michael.karp@hilltopsecurities.com,,Salesforce
10954089,Inactive Investor,Richard Broderick,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,richard.broderick@jpmorgan.com,,Salesforce
11156485,Inactive Investor,Sally Vocke,,"Northwestern Mutual Investment Services, LLC Fairview Heights IL 445 Salem Pl",sally.beyersdorfer@nm.com,,Salesforce
10907522,Inactive Investor,Hilary Thompson,Chief Compliance Officer;Chief Financial Officer;Founder,"Monhegan Capital Management, LLC Darien CT 368 Heights Rd",hilary@monhegancapital.com,,Salesforce
11089313,Inactive Investor,Leslie Nettles Zamora,Financial Advisor,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",leslie.nettles-zamora@raymondjames.com,,Salesforce
11023980,Inactive Investor,Brian Mccleary,Financial Advisor,LPL Financial LLC Dubuque IA 895 Main St,brian.mccleary@lpl.com,,Salesforce
11083074,Inactive Investor,Ramy Fahim,,GWN Securities Inc. Orange CA 1748 W Katella Ave,rfahim@gwnsecurities.com,,Salesforce
7058193,,Alice Johnson,,,gefoli6198@proexbol.com,,Web Form Fillout
10796215,Inactive Investor,Christopher Ahearn,Financial Advisor;Senior Vice President - Complex Manager,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",chris.ahearn@wellsfargoadvisors.com,,Salesforce
9626371,,xolani kubeka,,,ngurasmangura@gmail.com,,List import
10860300,Inactive Investor,Stanley Schiewe,,"Avantax Investment Services, Inc. Bedford TX 2700 Tibbets Dr",,,Salesforce
10869030,Inactive Investor,Elizabeth Gearhardt,,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,elizabeth.gearhardt@jpmorgan.com,,Salesforce
9552626,,Susan Wasserman,,,wassermans@hdvest.net,,List import
10939303,Inactive Investor,Jeffrey Myers,,"Allstate Financial Services, LLC Coraopolis PA 1346 Silver Ln",jeffreymyers@allstate.com,,Salesforce
11035393,Inactive Investor,Robert Viands,,Thrivent Investment Management Inc. Fairview NC Private Residence,,,Salesforce
9608055,,Steven Watts,,,watts.steven@me.com,,List import
334373,,Paul Olmsted,,Plante Moran Financial Advisors,paul.olmsted@plantemoran.com,(248) 223-3400,
10846205,Inactive Investor,Bradley Lessman,,Cetera Investment Services LLC Freeport IL 1718 S Dirck Dr,bradley.lessman@ceterais.com,,Salesforce
10869100,Inactive Investor,Orvil Elia,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Naples FL 4501 Tamiami Trl N",orvil.elia@nm.com,,Salesforce
11105955,Inactive Investor,Amit Ranade,Owner;President,Ranade Financial,,,Salesforce
11117121,Inactive Investor,Jaylon Mcclinton,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",jaylon.mcclinton@truist.com,,Salesforce
11080895,Inactive Investor,David Holt,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bainbridge Island WA 187 Parfitt Way SW",,,Salesforce
10904453,Inactive Investor,Nicholas Hawk,,LPL Financial LLC Southgate MI 14012 Eureka Rd,,,Salesforce
11015970,Inactive Investor,Marcin Szczepaniak,,LPL Financial LLC Chicago IL 123 N Wacker Dr,,,Salesforce
11153231,Inactive Investor,Brian Foy,,"MML Investors Services, LLC Omaha NE 1111 N 102nd Ct",brianfoy@financialguide.com,,Salesforce
11132356,Inactive Investor,Ian Greenblatt,,"Capitol Securities Management, Inc. Melville NY 201 Old Country Rd",egreen@capitolsecurities.com,,Salesforce
9616393,,Johnny L,,,cryptojblaze@gmail.com,,List import
9611631,,Fernando Mazulis,,,fdmazulis@gmail.com,,List import
10960249,Inactive Investor,Kyle Alley,,Fidelity Brokerage Services LLC,,,Salesforce
10930728,Inactive Investor,Melissa Bankard,,"Farmers Financial Solutions, LLC Richardson TX 1301 Lake Park Way",mbankard1@farmersagent.com,,Salesforce
9593678,,Raife Giovinazzo,,,rgiovinazzo@fullerthaler.com,,List import
10867280,Inactive Investor,William Schuler,,State Farm VP Management Corp. Crest Hill IL 2018 Plainfield Rd,williamschuler@statefarm.com,,Salesforce
10356159,,Charlie G.,,,charliescaffe@gmail.com,,Web Form Fillout
9567879,,Majid Seif,,,allymajid@gmail.com,,List import
11148852,Inactive Investor,Sean Westover,,"Northwestern Mutual Investment Services, LLC Salt Lake City UT 111 E Broadway",sean.westover@nm.com,,Salesforce
10981302,Inactive Investor,Kevin Keill,,Vanguard Marketing Corporation,kevin_keill@vanguard.com,,Salesforce
11013374,Inactive Investor,Edgardo Alvarado,,J.P. Morgan Securities LLC Coral Springs FL 3120 N University Dr,edgardo.alvarado@jpmorgan.com,,Salesforce
374085,,Daniel Sylvester,,[Unknown],sydanivet@gmail.com,,source
9615483,,Bella Holden,,,bella4ever15@gmail.com,,List import
10802500,Inactive Investor,Thomas O'Connor,Managing Director - Investments,"Raymond James & Associates, Inc. Baton Rouge LA 7350 Jefferson Hwy",thomas.oconnor@raymondjames.com,,Salesforce
342049,,Petra Bakosova,Chief Executive Officer,Hull Tactical,petra@hulltactical.com,312-356-3150,Manual List Upload
10839617,Inactive Investor,Gregg Guiol,,TradingBlock Laguna Niguel CA 29231 Kestrel Ln,,,Salesforce
9601103,,Graham Kosakoski,,,grahamkos@gmail.com,,List import
11069481,Inactive Investor,Michael Pirrello,,"Raymond James Financial Services, Inc. Morristown NJ 360 Mount Kemble Ave",,,Salesforce
9637557,,Mike Sullivan,,,michael.sullivan@doublebluecapital.com,,List import
11067337,Inactive Investor,Greg Lavin,,"Osaic Wealth, Inc. Fond Du Lac WI 7 S Main St",,,Salesforce
11146154,Inactive Investor,Megan Wangler,Portfolio Associate,Morgan Stanley Dallas TX 8383 Preston Center Plz,megan.wangler@morganstanley.com,,Salesforce
11191126,Inactive Investor,Daniel Norman,,"Raymond James Financial Services, Inc. Loves Park IL 5732 E Riverside Blvd",daniel.norman@raymondjames.com,,Salesforce
11070870,Inactive Investor,Wayne Staschke,Financial Consultant,LPL Financial LLC Guilford CT 2415 Boston Post Rd,wayne.staschke@lpl.com,,Salesforce
335315,,Jonathan Mattern,Associate,Arsenal Capital Management Lp,jmattern@arsenalcapital.com,212-771-1717,Manual List Upload
11189603,Inactive Investor,Lacy Plemel,,"Equitable Advisors, LLC Minneapolis MN 2 Meridian Crossings",lacy.plemel@equitable.com,,Salesforce
157400,,Collins Amadi,,[Unknown],uscozylife@gmail.com,,
11198444,Inactive Investor,Tony Graybeal,Private Wealth Advisor,Advisory Services Network,,,Salesforce
9623336,,Lyubomyr Nazar,,,n.lyubomyr@gmail.com,,List import
10893264,Inactive Investor,Bernard Singer,,"American Portfolios Financial Services, Inc. N. Miami Beach FL Private Residence",bsinger@americanportfolios.com,,Salesforce
10487482,,Michael Horne,Registered Associate,Morgan Stanley,michael.horne@morganstanley.com,,List Import
69104,,George Fuchs,"Managing Director, Wealth Manager","First Republic Investment Management, Inc.",gfuchs@firstrepublic.com,212-459-9000,
10884350,Inactive Investor,Benjamin Apraez,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ben.apraez@fmr.com,,Salesforce
10854166,Inactive Investor,William Bowers,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",william.bowers2@bofa.com,,Salesforce
11173428,Inactive Investor,Braydon Ruiz,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 100 N 18th St",braydon.ruiz@nm.com,,Salesforce
9555232,,David Teper,,,david.teper@lfg.com,,List import
11184463,Inactive Investor,Robert Vliek,Officer;Regulatory Contact,PPS & V Asset Management Consultants Inc,bobvliek@pps-v.com,,Salesforce
11000414,Inactive Investor,David Armendariz,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10850739,Inactive Investor,Donald Whitton,Senior Wealth Advisor,"Mainstay Capital Management, LLC Troy MI 100 E Big Beaver Rd",,,Salesforce
10795220,Inactive Investor,Charles Baker,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,thomas.baker@morganstanley.com,,Salesforce
10494412,,Bradley Linch,"Chief Portfolio Manager, Managing Member, President","Linch Financial, LLC",blinch@gmail.com,,List Import
235850,, -,,[[Unknown]],hidalgoenterprises@gmail.com,,
11104893,Inactive Investor,Alan Jordan,,"Raymond James Financial Services, Inc. Birmingham AL 2 20th St N",alan.jordan@raymondjames.com,,Salesforce
11125895,Inactive Investor,Rebecca Rooks,Private Wealth Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",rebecca.rooks@ampf.com,,Salesforce
9561962,,Gary Kellen,,,gkellen@heckcapital.com,,List import
10792387,Inactive Investor,Neda Hooks,Financial Advisor;Senior Vice President,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,neda.keshani@morganstanley.com,,Salesforce
10764128,Inactive Investor,Kevin Alcaro,Financial Advisor,LPL Financial LLC Duxbury MA 40 Tremont St,kevin.alcaro@lpl.com,,Salesforce
9601783,,Naoki Abe,,,jugyoabe@gmail.com,,List import
10958986,Inactive Investor,Megan Gordon,Private Wealth Advisor,"Synovus Securities, Inc. Douglasville GA 2991 Chapel Hill Rd",meganbryant@synovus.com,,Salesforce
10978080,Inactive Investor,Payton Verzilli,Financial Professional,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",payton.verzilli@equitable.com,,Salesforce
11131644,Inactive Investor,Stephen Bodwell,Chief Compliance Officer,Walnut Hill Wealth Management,,,Salesforce
10838049,Inactive Investor,Eric Reed,,LPL Financial LLC West Branch MI Private Residence,eric.reed@lpl.com,,Salesforce
11092459,Inactive Investor,Kristy Williams,,"MML Investors Services, LLC Lincolnton NC 218 W Main St",kristywilliams@financialguide.com,,Salesforce
11182372,Inactive Investor,Chelsea Delgado,Member;Regulatory Contact;Vice President,The Main Street Group,,,Salesforce
2928754,,Bhola Kumar,,,bholakumar85337@gmail.com,,
10822713,Inactive Investor,Jose Cabrera,,PFS Investments Inc. Valencia CA 27201 Tourney Rd,jose.cabrera@primerica.com,,Salesforce
11092280,Inactive Investor,Danielle Leonard,,State Farm VP Management Corp. Frederick MD 1090 W Patrick St,danielle.leonard.prca@statefarm.com,,Salesforce
11070528,Inactive Investor,Christopher Desrochers,,J.P. Morgan Securities LLC New York NY 1260 Broadway,christopher.desrochers@jpmorgan.com,,Salesforce
10910544,Inactive Investor,Cody Schoenfeld,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",cschoenfeld@tiaa-cref.org,,Salesforce
10901801,Inactive Investor,Steven Richards,Regional Manager;Vice President,"Western International Securities, Inc. Carlsbad CA 8085 Paseo Arrayan",srichards@wisdirect.com,,Salesforce
10971923,Inactive Investor,Nicholas Boucher,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
11149222,Inactive Investor,Trent Beckwith,Financial Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",trent.beckwith@nm.com,,Salesforce
11178117,Inactive Investor,Anthony Smulski,Director - Alternative Investments;First Vice President;Institutional Consultant,Morgan Stanley Sewickley PA 2100 Georgetown Dr,anthony.g.smulski@morganstanley.com,,Salesforce
10891110,Inactive Investor,Brandon Nash,Group Vice President - Institutional Marketing and Analytics,Fisher Investments,b.nash@fi.com,,Salesforce
11067758,Inactive Investor,Hayward Wilson,,State Farm VP Management Corp. Keyser WV 934 New Creek Hwy,,,Salesforce
11139362,Inactive Investor,Thomas Clore,Financial Advisor,"Pruco Securities, LLC. Marion IL 411 N Court St",thomas.clore@prudential.com,,Salesforce
10604280,,Pat Robertson,Financial Professional,Capstone Partners,probertson@financialguide.com,8019355235,List Import
9588651,,Linda Vetting,,,linda.vetting@voyafa.com,,List import
10801663,Inactive Investor,Theresa Gorin,Advisor;Managing Director,Rockefeller Financial LLC Chesterfield MO 16090 Swingley Ridge Rd,tgorin@rockco.com,,Salesforce
10489791,,Michael Crawford,Wealth Management Advisor,"SCF Investment Advisors, Inc. Plano TX 5801 Tennyson Pkwy",mcrawford@tfr-inc.com,972-599-3387,List Import
11035754,Inactive Investor,Nathan Link,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",nathan.p.link@ml.com,,Salesforce
11167341,Inactive Investor,Erika Osborn,,"Ameritas Investment Company, LLC Eagle WI W4931 Young Rd",erika.osborn@ameritas.com,,Salesforce
10803113,Inactive Investor,Michael Hill,Corporate Retirement Director;Institutional Consultant;Senior Vice President,Morgan Stanley Charleston WV 500 Lee St E,michael.d.hill@msgraystone.com,,Salesforce
10936662,Inactive Investor,Payton Boyce,Financial Services Representative,D.A. Davidson & Co. Twin Falls ID 450 Falls Ave,,,Salesforce
10505195,,kevin fox,director of insurance,cetera advisors,kjfox61@gmail.com,16199445008,List Import
11189180,Inactive Investor,Thomas Starkey,Financial Advisor,"Equitable Advisors, LLC Saint Paul MN 3820 Cleveland Ave N",thomas.starkey@equitable.com,,Salesforce
10875472,Inactive Investor,Janette Padgitt,Financial Advisor,Edward Jones Maryville MO 106 E 3rd St,janette.padgitt@edwardjones.com,,Salesforce
10785908,Inactive Investor,Edward Duffy,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Washington DC 875 15th St NW,edward.duffyjr@jpmorgan.com,,Salesforce
9550549,,Matt -,,,badgerjm@gmail.com,,List import
10839437,Inactive Investor,Mark Lozier,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Nashua NH 157 Main St",,,Salesforce
10753119,Inactive Investor,Michael Lacroix,Director - Alternative Investments;Financial Advisor;Managing Director,Morgan Stanley San Diego CA 101 W Broadway,michael.lacroix@morganstanley.com,,Salesforce
11092703,Inactive Investor,Kevin Zarzuela,,"Pruco Securities, LLC. Newark NJ 213 Washington St",kevin.zarzuela@prudential.com,,Salesforce
11065841,Inactive Investor,Shanon Wright,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,shanonreneewright@primerica.com,,Salesforce
10763994,Inactive Investor,Miregi Huma,Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",,,Salesforce
11050958,Inactive Investor,Brandon Frank,Chief Financial Officer;Portfolio Manager,Chilton Capital Management LLC,bfrank@chiltoncapital.com,,Salesforce
10893543,Inactive Investor,Daniel Aikin,,Key Investment Services LLC Niagara Falls NY 2429 Military Rd,daniel_aikin@kisinvestments.com,,Salesforce
11103077,Inactive Investor,Timothy Keohan,Supervisor,Commonwealth Financial Network,tkeohan@commonwealth.com,,Salesforce
10921973,Inactive Investor,Kevin Murphy,Financial Advisor,"The Strategic Financial Alliance, Inc. Alpharetta GA 202 Abbey Ct",kjmurphy@thesfa.net,,Salesforce
10830981,Inactive Investor,Tyler Egrie,,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",tyler.egrie@wellsfargoadvisors.com,,Salesforce
10782474,Inactive Investor,Sean Langan,,Key Investment Services LLC Portland ME 400 Forest Ave,sean.langan@key.com,,Salesforce
10923455,Inactive Investor,Ernesto Parjus,,HSBC Securities (USA) Inc.,,,Salesforce
10867696,Inactive Investor,Frances Spurry,Chief Compliance Officer;Managing Member;Owner;President,"Tred Avon Family Wealth, LLC",bspurry@tredavonfamilywealth.com,,Salesforce
246009,,Not Provided,Policy Manager,Lincoln Network,luke@joinlincoln.org,,Manual List Upload
1001700,Inactive Investor,David Upson,"Director, Hedge Fund Research",BMO Family Office,david.upson@ctcconsulting.com, +1 312 833 7297,
11190528,Inactive Investor,Michelle Flamm,Financial Consultant,"Charles Schwab & Co., Inc. Los Gatos CA 335 N Santa Cruz Ave",michelle.flamm@schwab.com,,Salesforce
11019150,Inactive Investor,Cyndi Najar,Financial Planner;Office Administrator,"LaFargue Financial Group, Inc. Springdale AR Private Residence",,,Salesforce
11209272,Inactive Investor,Anthony Decaria,,State Farm VP Management Corp. Wyncote PA 827 Glenside Ave,tony.decaria.r75d@statefarm.com,,Salesforce
10594331,,Ariesgunawan Ariesgunawan,,,arisg5356@gmail.com,,Web Form Fillout
10867267,Inactive Investor,Hal Girardeau,,State Farm VP Management Corp. Lexington SC 520 Columbia Ave,,,Salesforce
10806568,Inactive Investor,Tamara Stoerner,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",tamara_williams@ml.com,,Salesforce
10967171,Inactive Investor,Lindsay Kapin,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,lindsay_kapin@vanguard.com,,Salesforce
10972189,Inactive Investor,Christopher Wilks,,J.P. Morgan Securities LLC Manhattan Beach CA 201 Manhattan Beach Blvd,christopher.wilks@jpmorgan.com,,Salesforce
10869186,Inactive Investor,Scott Bloom,,"Raymond James Financial Services, Inc. Belvidere IL 1725 S State St",scott.bloom@raymondjames.com,,Salesforce
111745,,Richard Hedges,,Morocco Holdings,edhedges8@gmail.com,16045027567,
11109445,Inactive Investor,Robin Holcomb,Vice President - Investments,Wedbush Securities Inc. Dallas TX 5949 Sherry Ln,robin.holcomb@wedbush.com,,Salesforce
231793,, -,,[[Unknown]],adavisgroup@gmail.com,,Direct
1712834,,Aykut Ergün,,[Unknown],i.cut@msn.com,,
142899,,Denise Bright,Chief Operations Officer,"Argi Investment Services, Llc",denisebright@argi.net,502-753-0609,Manual List Upload
216148,,Jeff Rowerdink,,[Unknown],jeff.rowerdink@gmail.com,,Event
11137122,Inactive Investor,Scot Moore,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
10978669,Inactive Investor,William Varwig,Investment Consultant,"Charles Schwab & Co., Inc. Cincinnati OH 7835 Kenwood Rd",,,Salesforce
374016,,Mohamad Mohamadi,,[Unknown],mzmir2020@gmail.com,,source
11254376,Inactive Investor,Marco Molano,,Thrivent Investment Management Inc.,,,Salesforce
238757,,tomash@elorbita.com paul,,[Unknown],tomash@elorbita.com,,
11105153,Inactive Investor,Jameson Keevican,,"Raymond James & Associates, Inc.",jameson.keevican@raymondjames.com,,Salesforce
11037122,Inactive Investor,Kayli Wright,,Key Investment Services LLC Auburn NY 268 Grant Ave,kayli.wright@key.com,,Salesforce
10764351,Inactive Investor,Xavier Castillo,,Creand Securities,,,Salesforce
10815768,Inactive Investor,Richard Robie,Chief Operating Officer,Eagle Capital Management LLC,rrobie@eaglecap.com,,Salesforce
11255176,Inactive Investor,Jacob Mcclellan,Financial Advisor,Financial Services of America Advisors,jmcclellan@fsa-1.com,,Salesforce
9578064,,Michael Mema,,,michael.mema@fmr.com,,List import
10772435,Inactive Investor,Ronald Ban,Vice President - Investments,"Raymond James & Associates, Inc. Chandler AZ 1490 S Price Rd",rick.ban@raymondjames.com,,Salesforce
11015154,Inactive Investor,Jonathan Forte,,SECU Brokerage Services Wilmington NC 210 Racine Dr,jonathan.forte@ncsecu.org,,Salesforce
9615422,,Leslie Lum-King,,,blurntkrispee@gmail.com,,List import
248868,,Julian Evan Musikant,Co-President,Blockchain @ Kellogg,julian.musikant@law.northwestern.edu,,Manual List Upload
9643585,,Renaud ALLAUZEN,,,renaud.allauzen@gmail.com,,List import
10488144,,James Nicholas,"Financial Advisor, Senior Vice President",Morgan Stanley,james.nicholas@morganstanley.com,,List Import
10851873,Inactive Investor,David Warner,,Park Avenue Securities LLC Dayton OH 8051 Washington Village Dr,david_warner@glic.com,,Salesforce
9565521,,nicholad Burke,,,nicholas.burke@danos.com,,List import
370315,,Elliot Fisher,"Research Analyst, Head of Crypto",Altair Advisors,efisher@altairadvisers.com,,Salesforce
10885575,Inactive Investor,Preston Galarneau,,"Cambridge Investment Research, Inc. North Yarmouth ME Private Residence",,,Salesforce
10957989,Inactive Investor,Alyssa Cadavid,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,,,Salesforce
10604397,,Greg Vermeychuk,Principal Consultant,Constantine Group Ltd.,greg.vermeychuk@gmail.com,302-981-3984,List Import
11142007,Inactive Investor,Matthew Naula,,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",,,Salesforce
11097582,Inactive Investor,Jerry Swank,Limited Partner,NXG Investment Management Dallas TX 3300 Oak Lawn Ave,jswank@swankcapital.com,,Salesforce
10942271,Inactive Investor,Sandra Bolton,Executive Vice President;Head - Wealth Management,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",sandra.bolton@ampf.com,,Salesforce
11019616,Inactive Investor,Benjamin Fuoco,,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",benjamin.fuoco@prudential.com,,Salesforce
758,,,,,brianjones250@gmail.com,,
10932457,Inactive Investor,Jake Kenyon,Executive Vice President;Portfolio Manager Associate,Old Port Advisors,jkenyon@oldportadvisors.com,,Salesforce
9548869,,Adam Hatch,,,hatch.adam@principal.com,,List import
10933679,Inactive Investor,Andrew White,,"Cambridge Investment Research, Inc. Marietta GA 320 Cherokee St NE",,,Salesforce
10857576,Inactive Investor,Martin Waldman,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Boca Raton FL 999 W Yamato Rd,skip.waldman@opco.com,,Salesforce
11144536,Inactive Investor,Kelsey Willock,Chief Compliance Officer;Chief Executive Officer;Co-Founder,"Aura Finance, Inc. San Francisco CA 1595 Pacific Ave",kelsey@aurafinance.io,,Salesforce
10906819,Inactive Investor,John Westenbarger,,"Osaic Wealth, Inc. Gaylord MI 685 E M 32",,,Salesforce
10899166,Inactive Investor,John Kelly,Chief Compliance Officer;Secretary;Vice President,Taconic Advisors,kelly@taconicadvisors.com,,Salesforce
10922942,Inactive Investor,Lance Blount,Associate Director,Edelman Financial Engines Costa Mesa CA 600 Anton Blvd,lblount@edelmanfinancialengines.com,,Salesforce
10758987,Inactive Investor,Camisha Pegee,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",camisha.pegee@ml.com,,Salesforce
10923390,Inactive Investor,Kayla Rottinghaus,,"Northwestern Mutual Investment Services, LLC Clive IA 12289 Stratford Dr",kayla.hoeger@nm.com,,Salesforce
9605369,,Albert Murphy,,,amurphy@bmtc.com,,List import
11217892,,Marieke Nelis,,,marieke.nelis@jpmorgan.com,,List Import
11123936,Inactive Investor,Lillian Hommel,,J.P. Morgan Securities LLC Poughkeepsie NY 285 Main St,lillian.hommel@jpmorgan.com,,Salesforce
10942860,Inactive Investor,Anais Prado,,"Wells Fargo Clearing Services, LLC Chaska MN 400 N Chestnut St",,,Salesforce
239862,,Robert Pinto-Fernandes,,[Unknown],rpfernandes@tradestation.com,,Event
212263,,Mark Klopfenstein,,United States,meklop@gmail.com,,
10787549,Inactive Investor,Dana Rhodes,,Sigma Financial Corporation,,,Salesforce
10975545,Inactive Investor,Michael Martinez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10794285,Inactive Investor,Timothy Batanian,,NYLIFE Securities LLC Gig Harbor WA 5403 Olympic Dr NW,tbatanian@ft.newyorklife.com,,Salesforce
10792103,Inactive Investor,Michael Shanahan,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,michael.shanahan@fmr.com,,Salesforce
11087951,Inactive Investor,Sylvia Douglas,,J.P. Morgan Securities LLC Ruston LA 297 N Service Rd E,sylvia.1.douglas@chase.com,,Salesforce
49441,,Kevin Wittrock,Investment Advisor Representative,"Voya Financial Advisors, Inc.",kwittrock@voyafa.com,,
10930147,Inactive Investor,Gloria McKinney,,Cetera Advisors LLC Chesterfield MO 15455 Conway Rd,,,Salesforce
11145403,Inactive Investor,Jacquelyn Graf,,"U.S. Bancorp Investments, Inc. Germantown WI N96W18480 County Line Rd",jacquelyn.graf@usbank.com,,Salesforce
10644046,,Robert Summers,,,robert.summers@nb.com,,List Import
11151045,Inactive Investor,John Robbins,Chief Compliance Officer;President,"JFR Financial Services, Inc.",johnrobbins@jfrfinancial.com,,Salesforce
10979796,Inactive Investor,Dianelys Ventura,,Kovack Securities Inc.,dianelys@kovacksecurities.com,,Salesforce
11116595,Inactive Investor,Hang Yuan,,Goldman Sachs & Co.,,,Salesforce
9541168,,Alan Flannigan,,,aflannigan@pa.gov,,List import
10941956,Inactive Investor,Joseph Looney,Financial Advisor,"Principal Securities, Inc. Alexandria VA 100 N Pitt St",looney.hunter@principal.com,,Salesforce
11199140,Inactive Investor,Ryan Dippold,Investment Advisor,Fisher Investments,,,Salesforce
10752828,Inactive Investor,Christopher Dixon,Financial Advisor,Edward Jones Middletown PA 29 S Union St,chris.dixon@edwardjones.com,,Salesforce
10842405,Inactive Investor,Peter Harre,Chief Compliance Officer;Chief Investment Officer;Owner;Principal,"Cauble & Harre Wealth Management, Inc.",,,Salesforce
9597076,,Nick Brehmer,,,nbrehmer@churchillmanagement.com,,List import
9543883,,Mansour Savoji,,,m.savoji@icloud.com,,List import
10898403,Inactive Investor,Nicolas Borrayo,,PFS Investments Inc. La Mirada CA 16870 Valley View Ave,nicolas.borrayo@primerica.com,,Salesforce
10805980,Inactive Investor,Jonathan Kelley,Chief Compliance Officer;Partner;President;Vice President,Hinds Financial Group Inc,jkelley@hindsfg.com,,Salesforce
10826780,Inactive Investor,Kristina Pino,Client Service Associate,Morgan Stanley Bradenton FL 1401 Manatee Ave W,kristina.pino@morganstanley.com,,Salesforce
11092262,Inactive Investor,Joshua Mesh,,State Farm VP Management Corp. Aberdeen MD 210 Research Blvd,josh.mesh.mibm@statefarm.com,,Salesforce
11165172,Inactive Investor,Luciano Denegri,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",luciano.denegri@ml.com,,Salesforce
10656137,,Bradley Arndt,,,barndt@midwesternsecurities.com,,List import
9625765,,Faizan Masood,,,faizanmasood20@gmail.com,,List import
9542898,,Charles Brown,,,charles.brown@cnb.com,,List import
10975535,Inactive Investor,Arthur Oldham,,GWN Securities Inc. Norwalk CT 70 New Canaan Ave,aoldham@gwnsecurities.com,,Salesforce
352702,,Jeremy Scacco,Assistant Vice President,Ancora Advisors Llc,jeremy@ancora.ws,216-825-4000,Manual List Upload
11174120,Inactive Investor,Roland Wallace,Chairman;Chief Investment Officer;Member,"Alpha Advisors, LLC",dougwallace@alpha-advisors.com,,Salesforce
10784012,Inactive Investor,George Damasco,Co-President;Founding Partner;Investment Advisor Representative;Partner;Vice President,MPM Wealth Advisors,,,Salesforce
10770084,Inactive Investor,Eric Zellweger,Managing Director,J.P. Morgan Securities LLC Denver CO 1455 16th St,eric.zellweger@jpmorgan.com,,Salesforce
11160831,Inactive Investor,Isidor Mosbacher,,"MML Investors Services, LLC Lakewood NJ 902 E County Line Rd",imosbacher@financialguide.com,,Salesforce
11192009,Inactive Investor,Frederick Graney,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",fred_graney@ml.com,,Salesforce
10825925,Inactive Investor,Linda Bruce,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Middleton MA 35 Village Rd",linda.bruce@ampf.com,,Salesforce
11007652,Inactive Investor,Mario Neto,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10768215,Inactive Investor,Manuel Ojeda,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,manny.ojeda@morganstanley.com,,Salesforce
9564868,,Cynthia Haynes,,,cynthia.haynes@fmr.com,,List import
9610211,,Jonghyun Choi,,,jonghyun0617@gmail.com,,List import
10659704,,Aaron Fonseca,,,aaron.fonseca@nm.com,,List Import
9598596,,Beau Mcguire,,,beau.mcguire@hansonmcclain.com,,List import
10644099,,Robert Eberlin,,,robert.eberlin@lpl.com,,List Import
337114,,Iyer Subramaniam,Managing Director & Group Head Equities,Quantum Advisors Private Limited,subbu@qasl.com,912-222-830322,Manual List Upload
10873557,Inactive Investor,Jonathan Sudkin,Private Wealth Advisor,Integrated Wealth Concepts LLC,jon.sudkin@ifpadvisor.com,,Salesforce
9554301,,Scott Roberts,,,sroberts@zieglercap.com,,List import
9610408,,z q,,,mizcmail@gmail.com,,List import
9624082,,Alan Ayala,,,kanonbolt@yahoo.com.mx,,List import
10885896,Inactive Investor,Jennifer Kramer,Chief Compliance Officer;President;Principal,Jayco Wealth Management,jennifer.kramer@jaycowealth.com,,Salesforce
9562587,,Gabriel Nava,,,savedbyanangelk12@gmail.com,,List import
9648128,,Majid hussain,,,otc8@hotmail.co.uk,,List import
11076539,Inactive Investor,William Harrison,,"Madison Avenue Securities, LLC New Smyrna Beach FL 315 Live Oak St",,,Salesforce
10983045,Inactive Investor,Michael Bonander,Founder;Owner,Castellum Capital Management LLC,,,Salesforce
9544598,,Ilkhomjon Shermatov,,,ilhomsher@gmail.com,,List import
11072274,Inactive Investor,Jean Tucker,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
11166983,Inactive Investor,Amy Sorensen,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,amy.sorensen@ubs.com,,Salesforce
336329,,Daniel Scholz,"Director, Investment Strategies","Nisa Investment Advisors, Llc",daniel.scholz@nisanet.com,314-721-1900,Manual List Upload
10494089,,Michael Bonaguro,"Director, ETF Primary Market Trading",Citi,michael.bonaguro@citi.com,,List Import
11096026,Inactive Investor,Janice McGraw,,PFS Investments Inc. Louisville KY 12700 Townepark Way,janice.mcgraw@primerica.com,,Salesforce
10877814,Inactive Investor,Maria Ganley,,J.P. Morgan Securities LLC Mattituck NY 10300 Main Rd,maria.ganley@jpmorgan.com,,Salesforce
212756,,Richard Daniel,Financial Advisor,Wells Fargo Advisors,richard.marr@wellsfargoadvisors.com,,Advertising
188563,,William McGarry,,[Unknown],bmcgarry_2000@yahoo.com,,
9582272,,John Huber,,,john@financialdiscovery.net,,List import
11234498,Inactive Investor,Raul Mendez,,"Robinhood Financial, LLC",,,Salesforce
11042957,Inactive Investor,Delia Aguirre,,"Farmers Financial Solutions, LLC Chandler AZ 813 W Elliot Rd",daguirre@farmersagent.com,,Salesforce
10903264,Inactive Investor,David Murphy,,"Truist Investment Services, Inc. Clermont FL 2665 E Hwy 50",david.murphy@truist.com,,Salesforce
59022,,Jason Bass,"Director, Operations",Cordatus Wealth Management Llc,jbass@cordatuswealth.com,215-579-5981,Manual List Upload
10791703,Inactive Investor,Donald Hutchinson,Institutional Advisory Services;Managing Director,Goelzer Investment Management,dhutchinson@goelzerinc.com,,Salesforce
10981974,Inactive Investor,Itai Tsur,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",itai.tsur@bofa.com,,Salesforce
10957082,Inactive Investor,Nicholas Grabe,Associate Financial Advisor,Edward Jones Marion IA 890 11th St,nick.grabe@edwardjones.com,,Salesforce
11131441,Inactive Investor,Christopher Sorsoleil,,Cetera Advisor Networks LLC,,,Salesforce
9622942,,Dan Rafter,,,drafter@gmail.com,,List import
11068370,Inactive Investor,Justin Lopez,,J.P. Morgan Securities LLC Ronkonkoma NY 130 Portion Rd,justin.w.lopez@chase.com,,Salesforce
11049220,Inactive Investor,Mack Reginelli,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,matthewreginelli@statefarm.com,,Salesforce
11164778,Inactive Investor,David Burleson,,"Crews & Associates, Inc.",dburleson@crewsfs.com,,Salesforce
11186590,Inactive Investor,Andreia Jackson,,J.P. Morgan Securities LLC Denton TX 2805 W University Dr,andreia.jackson@jpmorgan.com,,Salesforce
11049800,Inactive Investor,Matthew Dupont,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
11061485,Inactive Investor,Thomas Coyle,,Goldman Sachs & Co.,,,Salesforce
10777470,Inactive Investor,Kathleen Bigelow,,J.P. Morgan Securities LLC Rochester NY 1755 Monroe Ave,kathleen.r.bigelow@jpmorgan.com,,Salesforce
11098888,Inactive Investor,Peter Brunton,Chief Investment Officer,"Strategic Wealth Partners, Ltd.",peter@swpconnect.com,,Salesforce
10965124,Inactive Investor,Samuel Schaeffer,Financial Advisor;Investment Advisor;Owner,B S F S Advisors Nyack NY 171 High Ave,,,Salesforce
10817506,Inactive Investor,April Mccracken,Member,"MFG Wealth Management, Inc.",,,Salesforce
11233143,Inactive Investor,Jennifer Brunner,Compliance Officer,"Osaic Wealth, Inc.",,,Salesforce
10907358,Inactive Investor,John Garmhausen,Chief Compliance Officer;Managing Partner;Managing Principal,"First Look Capital Management, LLC",,,Salesforce
10854926,Inactive Investor,Kathleen McGrath,,"ValMark Securities, Inc. Westlake OH 1991 Crocker Rd",,,Salesforce
9543011,,William Cericola,,,wcericola@fscadvisor.com,,List import
11235411,Inactive Investor,Suhas Joshi,Lead Advisor,"Prospero Wealth, LLC",suhas@prosperowealth.com,,Salesforce
10983369,Inactive Investor,Jonathan Zhou,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
10901598,Inactive Investor,Barry Hamilton,,LPL Financial LLC Sycamore IL 1985 Dekalb Ave,barry.hamilton@lpl.com,,Salesforce
11079401,Inactive Investor,Andre' Gautier,Financial Advisor,Edward Jones Biloxi MS 1978 Popps Ferry Rd,andre.gautier@edwardjones.com,,Salesforce
180322,,Tony Kuo,,[Unknown],tonykuo881207@gmail.com,,Organic Search
192880,,james sweeney,Chief Operating Officer,Tor Investment Management (hong Kong) Limited,jsweeney@torinvestment.com,85236989000,Manual List Upload
11018339,Inactive Investor,Richard Coleman,,"MML Investors Services, LLC Grayslake IL 33185 N Island Ave",rcoleman@financialguide.com,,Salesforce
11109277,Inactive Investor,Amanda Boully,,Fidelity Brokerage Services LLC,,,Salesforce
11004509,Inactive Investor,Steve Warman,,PFS Investments Inc. Millbury MA 138 Worcester Providence Tpke,swarman@primerica.com,,Salesforce
10864636,Inactive Investor,Ronald Perez,,Lincoln Investment Irvine CA 2338 Scholarship,rperez@lincolninvestment.com,,Salesforce
64106,,William Cottrell,Financial Professional,"Transamerica Financial Advisors, Inc",bill.cottrell@transamerica.com,801-420-8844,
186189,,madeline andrew,,[Unknown],drmadeline@elanmed.com,,source
10848900,Inactive Investor,Donald Roork,,"Osaic Wealth, Inc. Maumee OH 1700 Woodlands Dr",,,Salesforce
10847140,Inactive Investor,Hunter Youngblood,,J.P. Morgan Securities LLC Tyler TX 100 Independence Pl,hunter.c.youngblood@jpmorgan.com,,Salesforce
10785920,Inactive Investor,Robert Mancini,Director - Alternative Investments;Executive Director;Financial Advisor;Global Sports and Entertainment Director,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,robert.mancini@morganstanley.com,,Salesforce
9626484,,Jaime sanchez,,,jaimegoer@gmail.com,,List import
336484,,Charlton Reynders,Managing Member,"Reynders, Mcveigh Capital Management, Llc",creynders@freshpondcapital.com,617-226-9999,Manual List Upload
10880066,Inactive Investor,Martin Roth,Managing Director,"Choreo, LLC Peoria IL 401 Main St",marty.roth@rsmus.com,,Salesforce
11122566,Inactive Investor,Dariush Shegarfi,,Fidelity Brokerage Services LLC,,,Salesforce
168216,,Jonas Hartwig,,[Unknown],jonne.jonne@gmail.com,,
10917655,Inactive Investor,Pamela Rodriguez,Financial Advisor,Integrated Wealth Concepts LLC Golden CO 14143 Denver West Pkwy,,,Salesforce
10797459,Inactive Investor,Arthur Tichenor,,"Cambridge Investment Research, Inc. Lenexa KS 11900 W 87th Street Pkwy",,,Salesforce
11120024,Inactive Investor,John Brew,Institutional Advisor,"Ameriprise Financial Services, LLC Danielsville PA 3479 Mango Dr",john.brew@ampf.com,,Salesforce
11011358,Inactive Investor,Anne Pasker,Senior Client Service Associate,"Raymond James & Associates, Inc. Buffalo NY 468 Delaware Ave",anne.pasker@raymondjames.com,,Salesforce
10889904,Inactive Investor,Dee Abner,Financial Advisor,Edward Jones Denison TX 120 S Burnett Ave,deeann.abner@edwardjones.com,,Salesforce
11136759,Inactive Investor,Jeffry Robinson,,"Avantax Investment Services, Inc. Burnsville MN 1500 McAndrews Rd W",,,Salesforce
11157003,Inactive Investor,Joseph Ashmore,Director - Research,Heron Bay Capital Management,,,Salesforce
10907732,Inactive Investor,Biatris Guzman,,"Allstate Financial Services, LLC Harvard IL 107 E Sumner St",biatrisguzman@allstate.com,,Salesforce
9548069,,Ntokozo Zuke,,,ntokozozuke@gmail.com,,List import
11129992,Inactive Investor,Eliam Marrero Bernal,,"Farmers Financial Solutions, LLC North Las Vegas NV 3455 W Craig Rd",emarrero@farmersagent.com,,Salesforce
10855584,Inactive Investor,Thomas Kosky,Financial Advisor,LPL Financial LLC Miami FL 1450 Madruga Ave,thomas.kosky@lpl.com,,Salesforce
339691,,Sally Doherty,Chairman,Cp2 Limited,sdoherty@cp2.com,612-807-54521,Manual List Upload
10728064,,Nasser AL Abdulla,,,nasser.alabdulla@gmail.com,,Web Form Fillout
11160421,Inactive Investor,Jerrad Ragsdell,,State Farm VP Management Corp. Cypress TX 11127 McCracken Cir,,,Salesforce
11042078,Inactive Investor,Mark Sullivan,Analyst;Investment Specialist,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,mark.d.sullivan@jpmorgan.com,,Salesforce
11185861,Inactive Investor,Jay Murray,Senior Wealth Advisor,Belpointe Asset Management LLC Lone Tree CO 9233 Park Meadows Dr,jay.murray@belpointeasset.com,,Salesforce
11094949,Inactive Investor,Lisa Mueller,Owner,"Peak Investment Advisors, Inc.",,,Salesforce
11169922,Inactive Investor,Brian Schneiweiss,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
11012889,Inactive Investor,George Stanley,Support Specialist,LPL Financial LLC Johnson City TN 119 Boone Ridge Dr,,,Salesforce
11103035,Inactive Investor,David Bakker,,LPL Financial LLC Hopkins MN 601 Carlson Pkwy,david.bakker@lpl.com,,Salesforce
11193122,Inactive Investor,Christopher Buzzell,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Lapeer MI 1643 N Lapeer Rd,christopher.t.buzzell@jpmorgan.com,,Salesforce
9603181,,Kathryn Floyd,,,dedrick.hal@hotmail.com,,List import
5500432,,lorenzo guizzo,,,bosketto2011@gmail.com,,Web Form Fillout
10884814,Inactive Investor,William Palmer,Chief Compliance Officer;Owner;President,"William Palmer Associates, LLC",,,Salesforce
9589845,,Lamika Mallory,,,mika.mallory@outlook.com,,List import
11088881,Inactive Investor,Kimberly Pennine,Investment Advisor,"Pruco Securities, LLC. Cranberry Township PA 2009 Mackenzie Way",kimberly.pennine@prudential.com,,Salesforce
10884056,Inactive Investor,Charles Stearns,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",charles.stearns@53.com,,Salesforce
10994021,Inactive Investor,Sergio Avalos Zavala,,J.P. Morgan Securities LLC Northridge CA 9055 Reseda Blvd,sergio.avalos-zavala@jpmorgan.com,,Salesforce
11116498,Inactive Investor,Jeffrey Garrison,,"Truist Investment Services, Inc. Bethlehem PA 920 W Broad St",jeff.garrison@truist.com,,Salesforce
11208134,Inactive Investor,Erik Krom,Chief Executive Officer;Managing Member;President,Clear Creek Advisors,ekrom@ccaretirement.com,,Salesforce
10988932,Inactive Investor,Joseph Parsons,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joseph_parsons@vanguard.com,,Salesforce
11176745,Inactive Investor,Kenneth Freseman,Financial Advisor,S.G. Long & Company,kfreseman@sglong.com,,Salesforce
9609608,,Ahmed Raouf,,,ahmed.raouf.50421@gmail.com,,List import
9576999,,Tr??ng Ngh?a,,,truonghongnghia2000@gmail.com,,List import
11082557,Inactive Investor,Kenneth Rubin,,"Hennion & Walsh, Inc. Boca Raton FL 777 NW 51st St",krubin@hennionandwalsh.com,,Salesforce
9639338,,Stacy Van Buren,,,svanburen@morrisanimalfoundation.com,,List import
11201704,Inactive Investor,Viral Nayak,Financial Advisor;Vice President,Citigroup Global Markets Inc. Orland Park IL 18 Orland Square Dr,rocky.nayak@citi.com,,Salesforce
11136910,Inactive Investor,Robert Stoltman,,Cetera Advisor Networks LLC Rice MN 40 Main St E,,,Salesforce
10985710,Inactive Investor,Daniel Barrera,,BBVA Securities Inc.,,,Salesforce
9619242,,James McBride,,,james.mcbride@scout-ia.com,,List import
10982522,Inactive Investor,Lane Stephens,Advisor,J.P. Morgan Securities LLC Chicago IL 30 S Wacker Dr,lane.stephens@jpmorgan.com,,Salesforce
9619024,,Andy Schuemperli,,,aschuemperli@gmail.com,,List import
9612047,,Tom Chapetta,,,trchapetta@gmail.com,,List import
1001226,Inactive Investor,Hema Gokool,,Lezam Investments,hema@gmgfinancial.com,,Organic Search
9552999,,Claudia Lako,,,slako@henssler.com,,List import
219392,,Dan Deojay,,[Unknown],thedeojayteam@gmail.com,,
10867843,Inactive Investor,Bradley Krause,,PFS Investments Inc. Duluth MN 319 W Superior St,bradley.krause@primerica.com,,Salesforce
11203453,Inactive Investor,Thomas Condon,Financial Manager;Financial Planner;Founder,"Condon Wealth Management, Inc.",tom@condonwealth.com,,Salesforce
10850077,Inactive Investor,Kathleen Indiano,,"American Portfolios Financial Services, Inc. Broadview Heights OH 6001 E Royalton Rd",kindiano@americanportfolios.com,,Salesforce
10905814,Inactive Investor,Richard Dugas,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,richard.dugas@primerica.com,,Salesforce
9578900,,David Kamlet,,,dkamlet@cantella.com,,List import
10794889,Inactive Investor,Jennifer Twiddy,Financial Advisor,Edward Jones Canton OH 4416 Whipple Ave NW,jennifer.twiddy@edwardjones.com,,Salesforce
10818598,Inactive Investor,John Nalepka,,"The Investment Center, Inc. Riegelsville PA Private Residence",jnalepka@investmentctr.com,,Salesforce
10998104,Inactive Investor,Kasha Fritsch,,NYLIFE Securities LLC Sioux Falls SD 7615 S Kenton Ln,,,Salesforce
11028772,Inactive Investor,Joseph Glancy,,"Allstate Financial Services, LLC Acworth GA 3950 Cobb Pkwy NW",josephglancy@allstate.com,,Salesforce
9567854,,Lisa Bennett,,,lisa.bennett@53.com,,List import
9577972,,Rayhaneh Sharif-Askary,,Grayscale,Ray@grayscale.com,212222222,List import
10845847,Inactive Investor,Jeremy O'Reilly,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Fair Oaks CA 8859 Madison Ave,jeremy.p.oreilly@jpmorgan.com,,Salesforce
11233875,Inactive Investor,John Moore,Private Wealth Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 4600 Touchton Rd E",,,Salesforce
10570382,,jaden charles,,,jaden_charles@hotmail.com,,Web Form Fillout
10981213,Inactive Investor,Billy Curl,Financial Advisor,The Huntington Investment Company Indianapolis IN 10531 E Washington St,billy.curl@huntington.com,,Salesforce
11144973,Inactive Investor,Mary Sexton,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,mary.sexton@morganstanley.com,,Salesforce
11231004,Inactive Investor,Isabel Nguyen,,LPL Financial LLC Arlington VA 1550 Wilson Blvd,,,Salesforce
10763000,Inactive Investor,John Stewart,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mattoon IL 921 Charleston Ave",john.m.stewart@ampf.com,,Salesforce
10993155,Inactive Investor,Odalys Rodriguez,,J.P. Morgan Securities LLC Palatine IL 1131 E Dundee Rd,odalys.rodriguez@jpmorgan.com,,Salesforce
10776183,Inactive Investor,Donald Timpanaro,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,donald.timpanaro@gs.com,,Salesforce
10916202,Inactive Investor,Patrick Mcnally,Founder;Owner,Retirement Lifestyles Advisory Group,patrick@rlaplan.com,,Salesforce
123991,,Matthew Donovan,,Integrated Wealth Concepts Llc,mdonovan@ripple.com,,
10929737,Inactive Investor,Edward Dixon,Chief Compliance Officer;President,"Dixon Associates, Inc.",ted@dixon-associates.com,,Salesforce
10870435,Inactive Investor,Christopher Pugh,Director - Investments,Thrivent Investment Management Inc. Ann Arbor MI 6900 E Joy Rd,christopher.pugh@thrivent.com,,Salesforce
9617553,,Matthew Norton,,,mnorton@mdcp.com,,List import
10957771,Inactive Investor,Boyd Curtis,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Layton UT 1133 N Main St",boyd.curtis@tfaconnect.com,,Salesforce
9598226,,nie cita,,,niecitabarcelona@gmail.com,,List import
10406754,,Joshua Rocheleau,,,cr125rrrider@yahoo.com,,Web Form Fillout
9608065,,Ori Elan,,,oelan@teamemerald.com,,List import
11081846,Inactive Investor,Sheila Monachino,,"Avantax Investment Services, Inc. Rochester NY 100 Meridian Centre Blvd",,,Salesforce
10771671,Inactive Investor,Christopher Toney,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Denver CO 3033 E 1st Ave,chris.toney@morganstanley.com,,Salesforce
9549511,,Mark Zand,,,mzand@wexford.com,,List import
10845558,Inactive Investor,Craig Schneider,Director,J.P. Morgan Securities LLC Rochester MI 3989 Crooks Rd,craig.a.schneider@chase.com,,Salesforce
11237076,Inactive Investor,Tatyana Kozlovska,Associate Advisor,"Canopy 360 Wealth, LLC",tkozlovska@canopy360.com,,Salesforce
9614349,,Stephen Smith,,,stephen@capstoneassets.ca,,List import
10980517,Inactive Investor,Carol Esposito,,Commonwealth Financial Network Georgetown MA Private Residence,cesposito@commonwealth.com,,Salesforce
9541575,,Jim Berardo,,,jamesberardo@sbcglobal.net,,List import
10946314,Inactive Investor,Peter Arpin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9623793,,Keenan Holloway,,,keenote24@aol.com,,List import
10915004,Inactive Investor,Brendan Oneill,Director;Owner;Portfolio Manager,"Aristotle Atlantic Partners, LLC",boneill@aristotlecap.com,,Salesforce
10934730,Inactive Investor,Maureen Keough,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",maureen.keough@equitable.com,,Salesforce
10884571,Inactive Investor,Constance Waisanen,Financial Consultant,Thrivent Investment Management Inc. Astoria OR 100 39th St,constance.waisanen@thrivent.com,,Salesforce
204276,,Doug Carling,,NA,dcarling21@yahoo.com,7758427348,
9573339,,James Leitner,,,jleitner@falconmgt.com,,List import
9630154,,R W,,,rob.spam123@gmail.com,,List import
10836807,Inactive Investor,Shawn Hanna,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",shawn.w.hanna@ml.com,,Salesforce
11218777,,Benjamin Dalton,,,benjamin.dalton@ubs.com,,Other
10618821,,Trevor Heide,,,trevor.heide@rbc.com,,List Import
9639809,,John Carrescia,,,jcarresc@wagner.edu,,List import
10931656,Inactive Investor,James Byrd,Regional Vice President,Householder Group Estate & Retirement Specialists Albuquerque NM 6100 Uptown Blvd NE,sjbyrd@householdergroup.com,,Salesforce
10532286,,Michelle Bryan,,,chellbryan@gmail.com,,Web Form Fillout
10658971,,Edward Stuehm,,,edward.stuehm@countryfinancial.com,,List Import
11229217,Inactive Investor,Amy Polasek,Associate,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",amy.polasek@raymondjames.com,,Salesforce
9636902,,Richard Dibiase,,,rdibiase@harvest-financial.com,,List import
10955966,Inactive Investor,Kendal Hutto,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,kendal.hutto@fmr.com,,Salesforce
10757433,Inactive Investor,Carol Holm,Advisor,"Centaurus Financial, Inc. Blackfoot ID 494 N Meridian St",cholm@cfiemail.com,,Salesforce
11026693,Inactive Investor,Francesco Spezzano,,"Lion Street Financial, LLC Philadelphia PA 923 Marlborough St",fspezzano@lionstreet.com,,Salesforce
11027221,Inactive Investor,Danielle Krise,Vice President - Wealth Management,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",danielle.krise@raymondjames.com,,Salesforce
10775403,Inactive Investor,Ray King,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,ray.king@fidelity.com,,Salesforce
338997,,William Walsh,Chief Financial Officer,"Kingdon Capital Management, L.l.c.",wwalsh@kcmc.com,212-333-0100,Manual List Upload
9612382,,Roger Albrecht,,,ralbrecht@mccllc.com,,List import
9554573,,Stephanie Allgeyer,,,sallgeyer@vlcpa.com,,List import
11119649,Inactive Investor,Reagan Young,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11132071,Inactive Investor,Kim Cartaino,,"Transamerica Financial Advisors, Inc Thousand Oaks CA 515 Marin St",kim.cartaino@tfaconnect.com,,Salesforce
11159021,Inactive Investor,Adrian Asherman,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,adrian.asherman@fidelity.com,,Salesforce
244110,,Martin Tarlie,Head of Nebo / Portfolio Manager,GMO,martin.tarlie@gmo.com,16177905072,Manual List Upload
10805095,Inactive Investor,Thomas Babcock,Principal,LPL Financial LLC Clifton Park NY 306A Grooms Rd,tom.babcock@lpl.com,,Salesforce
9568560,,Raj Bhopal,,,raj50@hotmail.co.uk,,List import
10786780,Inactive Investor,Sergio Norena,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10766150,Inactive Investor,Alison Meade,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hingham MA 25 Recreation Park Dr",alison.p.meade@ampf.com,,Salesforce
9585349,,Carolyn Campbell,,,campbellc@ecpinvestments.com,,List import
11199985,Inactive Investor,Pragya Acharya,Financial Advisor;Vice President,Morgan Stanley Plano TX 7500 Dallas Pkwy,pragya.acharya@morganstanley.com,,Salesforce
11097377,Inactive Investor,William Routh,Wealth Management Advisor,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
9882615,,Luis Chiriguaya,,,luiachir@gmail.com,,Web Form Fillout
11098975,Inactive Investor,Frederik Jensen,Financial Advisor,Edward Jones Hopkins MN 10996 Cedar Lake Rd,fred.jensen@edwardjones.com,,Salesforce
11047807,Inactive Investor,Violeta Conge,,"Transamerica Financial Advisors, Inc Rockville MD 1901 Research Blvd",violeta.conge@transamerica.com,,Salesforce
11234462,Inactive Investor,Benjamin Tannarome,Advisor,"Osaic Wealth, Inc. Portland OR 1805 NW Glisan St",,,Salesforce
9596690,,Lance Graber,,,lgraber@frontrangecap.com,,List import
10859649,Inactive Investor,Leif Erickson,Financial Advisor,Thrivent Investment Management Inc. Forest Lake MN 85 Lake St N,leif.erickson@thrivent.com,,Salesforce
9631729,,Robert-Jan Gras,,,robert_jan_grass@hotmail.nl,,List import
10839711,Inactive Investor,David Heffelfinger,,"Raymond James Financial Services, Inc. Raleigh NC 702 Oberlin Rd",david.heffelfinger@raymondjames.com,,Salesforce
11175778,Inactive Investor,William Smith,,"Raymond James Financial Services, Inc. Bowling Green KY 313 E 10th Ave",ben.smith@raymondjames.com,,Salesforce
11041347,Inactive Investor,Kyle Sander,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10861347,Inactive Investor,Donald Webb,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11221207,,Aubrey Foerster,,,aubrey.foerster@cnr.com,,List Import
9545296,,Videhi Mallela,,,videhi.mallela@gmail.com,,List import
10919314,Inactive Investor,Lucas Trainor,Client Associate,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",lucas.trainor@rbc.com,,Salesforce
9639192,,Lionel Erdely,,,lerdely@investcorp.com,,List import
10963823,Inactive Investor,Shannon Pickett,,NYLIFE Securities LLC Montgomery AL 4121 Carmichael Rd,spickett@ft.newyorklife.com,,Salesforce
10904021,Inactive Investor,Justin Oldham,Financial Advisor,"Principal Securities, Inc. Overland Park KS 11101 Switzer Rd",oldham.justin@principal.com,,Salesforce
11120826,Inactive Investor,Cecilia Carr,,J.P. Morgan Securities LLC San Antonio TX 200 E Basse Rd,martha.newsom@jpmorgan.com,,Salesforce
9550687,,Gary Stefanski,,,gary.stefanski@mlp.com,,List import
10869188,Inactive Investor,Rama Mutyala,Financial Services Representative,"MML Investors Services, LLC Bakersfield CA 3501 Bernard St",rmutyala@financialguide.com,,Salesforce
9587952,,Kenneth Lindh,,,klindh@slocumgordon.com,,List import
10900478,Inactive Investor,Anna Blunk,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10844169,Inactive Investor,Christopher Hanson,Investment Advisor Representative;Member;Owner,"RIA Advisory Group, LLC",chris.hanson@riaadvisorygroup.com,,Salesforce
11089218,Inactive Investor,Joel Marks,Financial Advisor,"Ameriprise Financial Services, LLC Fredericksburg VA 4531 Spotsylvania Pkwy",joel.marks@ampf.com,,Salesforce
11135350,Inactive Investor,Shawna Moore,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Investment Advisor Representative;Managing Member,"Moore Wealth Partners, LLC",shawna@moorewealthpartners.com,,Salesforce
10762686,Inactive Investor,Leon Stallard,Financial Advisor,Edward Jones Olney IL 614 N West St,leon.stallard@edwardjones.com,,Salesforce
11164617,Inactive Investor,Joseph Frangieh,,State Farm VP Management Corp. Campbell CA 120 W Campbell Ave,,,Salesforce
10872775,Inactive Investor,Richard Ehli,,"Raymond James Financial Services, Inc. Bohemia NY 640 Johnson Ave",rick.ehli@raymondjames.com,,Salesforce
10658452,,Louise Ozolins,,,louise.ozolins@wellsfargoadvisors.com,,List Import
10790617,Inactive Investor,Benjamin Dukes,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,benjamin.dukes@ubs.com,,Salesforce
374238,,George Petra,,,,512-426-2685,Salesforce
11012028,Inactive Investor,Thomas Wilander,,"MML Investors Services, LLC Fort Myers FL 6237 Presidential Ct",,,Salesforce
11090953,Inactive Investor,Vickie Schaaf,Team Administrator,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,vickie.schaaf@ubs.com,,Salesforce
11189894,Inactive Investor,Andrew Leeds,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10907432,Inactive Investor,Navid Shahrestani,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,navid.shahrestani@jpmorgan.com,,Salesforce
10938757,Inactive Investor,Patricia Pacheco,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",patricia.pacheco@bofa.com,,Salesforce
10903862,Inactive Investor,Richard Votaw,,"Farmers Financial Solutions, LLC Tahoe City CA 475 N Lake Blvd",,,Salesforce
9553357,,Elizabeth Van Walleghem,,,lisa@maximaipartners.com,,List import
11018760,Inactive Investor,Ruth Miller,Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",ruthmiller@wellsfargoadvisors.com,,Salesforce
10658607,,Anthony Juarez,,,giovanni.juarez@chase.com,,List Import
11179215,Inactive Investor,William Packard,,Cetera Financial Specialists LLC Minier IL 204 S Main Ave,william.packard@ceterafs.com,,Salesforce
10905518,Inactive Investor,Rabia Younas,,Fidelity Brokerage Services LLC,,,Salesforce
10868951,Inactive Investor,Susan Worrell-Bridgers,Financial Advisor,Edward Jones Wilson NC 2515 Airport Blvd NW,susan.worrell@edwardjones.com,,Salesforce
11011886,Inactive Investor,Charmaine Earlington-Wong,,"Truist Investment Services, Inc. Brandon FL 655 W Brandon Blvd",charmaine.earlington@truist.com,,Salesforce
10916586,Inactive Investor,William Jones,,"Moloney Securities Co., Inc.",wjones@moseco.com,,Salesforce
11033265,Inactive Investor,Kenneth Minor,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
9572355,,Brian Scudieri,,,brian.scudieri@surveyor-capital.com,,List import
10753133,Inactive Investor,Jack Huang,Financial Advisor;Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,jack.huang@morganstanley.com,,Salesforce
113158,,Brandon Ivy,"Financial Planner, Financial Specialist",Linscomb & Williams,civy@linscomb-williams.com,281-841-0707,Manual List Upload
11089274,Inactive Investor,James Schaefer,,PFS Investments Inc. Kent OH 4030 State Rte 43,james.schaefer@primerica.com,,Salesforce
10926285,Inactive Investor,Howard Young,,"Osaic Wealth, Inc. Indianapolis IN 50 E 91st St",,,Salesforce
9601181,,Marcus P,,,ceop714@gmail.com,,List import
211755,,Amanda Cowie,"VP, Communications",Digital Currency Group,amanda@dcg.co,,Content
10943109,Inactive Investor,Bradley Ward,,"Osaic Wealth, Inc. Fort Worth TX 5049 Edwards Ranch Rd",,,Salesforce
10989420,Inactive Investor,Collyn Curtis,,"Osaic Wealth, Inc. Lincoln NE 3401 Village Dr",,,Salesforce
10606612,,Robert Michele,"Director, Portfolio Manager",J.P. Morgan Investment Management Inc.,robert.c.michele@jpmorgan.com,,List Import
11035263,Inactive Investor,Stephanie Johnson,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC High Point NC 1725 N Main St",stephanie.johnson@wellsfargoadvisors.com,,Salesforce
204231,,Logan Jastremski,,[Unknown],loganjastremski@gmail.com,,Paid Social
101127,,Johnathan Ryder,,N/A,johnathan.ryder@gmail.com,4.4798E+11,
11234557,Inactive Investor,Christian Nallenweg,Relationship Manager,"Oxford Financial Group, Ltd",cnallenweg@ofgltd.com,,Salesforce
9613506,,Conor Fitzell,,,conor.fitzell@mercer.com,,List import
10934525,Inactive Investor,Kenneth Clough,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11201976,Inactive Investor,Jill Grant,,Allegiance Wealth Management,,,Salesforce
9576340,,antonio ghiselli,,,tghiselli@sbcglobal.net,,List import
9614793,,Shachi Singh,,,shaachi.singh@gmail.com,,List import
10965938,Inactive Investor,Adil Rizvi,,Jefferies LLC,arizvi@jefferies.com,,Salesforce
11121585,Inactive Investor,Yu Liu,,NYLIFE Securities LLC Redmond WA Whole Foods Market Pl,,,Salesforce
9638809,,Graeme Daykin,,,graeme.daykin@magnitudecapital.com,,List import
11174793,Inactive Investor,Elizabeth Madonna,,"Steward Partners Investment Solutions, LLC Conshohocken PA 161 Washington St",elizabeth.madonna@stewardpartners.com,,Salesforce
10979640,Inactive Investor,Belinda Dahl,,LPL Financial LLC Appleton WI 402 E Wisconsin Ave,belinda.dahl@lpl.com,,Salesforce
10604335,,Kaylee Smith,Financial Advisor,Raymond James,kaylee.smith@raymondjames.com,904-246-0346,List Import
9606138,,edward Lunger,,,edward.lunger@msg.com,,List import
11172918,Inactive Investor,Grant Omura,Financial Advisor,Commonwealth Financial Network Hilo HI 180 Kinoole St,grant@commonwealthhawaii.com,,Salesforce
10946917,Inactive Investor,Perlita Martin-Hebert,,"Centaurus Financial, Inc. Honolulu HI 725 Kapiolani Blvd",pmartin@cfiemail.com,,Salesforce
11238262,Inactive Investor,Jamil McNeal,,"True North Advisors, LLC",jmcneal@truenorthadvisors.com,,Salesforce
10986940,Inactive Investor,Stevenson Dominique,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",stevenson.dominique@nm.com,,Salesforce
336171,,Corey Peters,Chief Financial Officer,"Yukon Partners Management, L.l.c.",cpeters@yukonpartners.com,612-435-7800,Manual List Upload
9645325,,Michael Di Fulvio,,,mike@difulvio.net,,List import
11016255,Inactive Investor,Lee Sutton,,"OneAmerica Securities, Inc.",lee.sutton@oneamerica.com,,Salesforce
11100468,Inactive Investor,Dov Schlein,Managing Partner;Regulatory Contact,NuVerse Advisors LLC New York NY 152 W 57th St,dschlein@nuverse.com,,Salesforce
10769550,Inactive Investor,William Pratt,Financial Advisor,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",william.e.pratt@wellsfargoadvisors.com,,Salesforce
10985332,Inactive Investor,Kacper Majerczyk,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9644118,,Roberto Feria,,,rferia@nationwideplanning.com,,List import
10933323,Inactive Investor,Kevin Fogg,,Fidelity Brokerage Services LLC,,,Salesforce
10928112,Inactive Investor,Thomas Loza,Financial Advisor,LPL Financial LLC Riverside CA 19330 Jesse Ln,thomas.loza@lpl.com,,Salesforce
9591450,,Muaricio Ardila,,,mardila@tinellocapital.com,,List import
11218687,,Terrall Janeway,,,tjaneway@planmember.com,,Other
10943849,Inactive Investor,Philip Mansour,,Fidelity Brokerage Services LLC,,,Salesforce
10962111,Inactive Investor,Jason Graser,Financial Advisor,Edward Jones Fairmont WV 724 E Park Ave,jason.graser@edwardjones.com,,Salesforce
11083128,Inactive Investor,Bobby Tallent,,Cetera Investment Services LLC Chattanooga TN 345 Frazier Ave,,,Salesforce
226791,, -,,[[Unknown]],stuartharrison070@hotmail.co.uk,,Initial Salesforce Import
10618476,,Cynthia Wilson,,,cynthia.wilson1@wellsfargoadvisors.com,,List Import
11103562,Inactive Investor,Alexander Ruiz,Regional Vice President,PFS Investments Inc. Rego Park NY 6368 Woodhaven Blvd,alexander.ruiz@primerica.com,,Salesforce
9554949,,henry leung,,,lp128henry@gmail.com,,
11014321,Inactive Investor,Frederick Lisko,,J.P. Morgan Securities LLC Seattle WA 2610 California Ave SW,frederick.lisko@jpmorgan.com,,Salesforce
10835323,Inactive Investor,Arthur Cole,Chief Compliance Officer;Chief Executive Officer;President,CND Financial,artcole@cndcpa.com,,Salesforce
11030331,Inactive Investor,Andrew Dauernheim,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",andrew.dauernheim@nm.com,,Salesforce
11067969,Inactive Investor,David Piatkowski,Chief Compliance Officer;Partner;Wealth Advisor,Dickinson Investment Advisors,dave@dickinsoninvestments.com,,Salesforce
190337,,David Cohen,,N/a,pkmn760@gmail.com,3104000047,Paid Social
11137528,Inactive Investor,Domingos Noya,Financial Advisor,Lincoln Investment Bohemia NY 640 Johnson Ave,dnoya@lincolninvestment.com,,Salesforce
10867317,Inactive Investor,Kristy Marquis,,State Farm VP Management Corp. Mason City IA 15 E State St,kristy.marquis.j138@statefarm.com,,Salesforce
10781739,Inactive Investor,Nicholas Woravka,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",nicholas.woravka@wellsfargoadvisors.com,,Salesforce
10824626,Inactive Investor,William Francis,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Pensacola FL 25 W Cedar St",,,Salesforce
11082548,Inactive Investor,Brian Dini,,"Brean Capital, LLC Chicago IL 200 W Madison St",,,Salesforce
10937830,Inactive Investor,Jennifer Snyder,Financial Advisor,Brighton Securities Corp.,jsnyder@brightonsecurities.com,,Salesforce
9623132,,zhuang huaiqing,,,298663590@qq.com,,List import
347415,,Thomas Campbell,"CCO, Managing Director","Glasgow Partners, Llc",t.campbell@glasgowpartners.com,610-494-1322,Manual List Upload
10875158,Inactive Investor,Joshua Piercy,First Vice President - Investments,"Wells Fargo Clearing Services, LLC Lake Havasu City AZ 1601 McCulloch Blvd N",joshua.piercy@wellsfargo.com,,Salesforce
10898200,Inactive Investor,Matthew Crider,,Country Capital Management Company Savannah GA 10500 Abercorn St,matt.crider@countryfinancial.com,,Salesforce
11151405,Inactive Investor,Lawrence Emmons,,"Osaic Wealth, Inc. Hinsdale IL Private Residence",,,Salesforce
229400,, -,,[[Unknown]],andrewskrypnyk@gmail.com,,
10617815,,Anthony Petro,,,anthony_petro@ml.com,,List Import
11184127,Inactive Investor,Daniel Otoya,,"PHX Financial, Inc.",dotoya@phoenixinc.com,,Salesforce
11209564,Inactive Investor,Eric Hotchkiss,Financial Advisor,Edward Jones Denver CO 3000 Youngfield St,eric.hotchkiss@edwardjones.com,,Salesforce
11202494,Inactive Investor,Grady Love,,PFS Investments Inc. Cornelius NC 19600 W Catawba Ave,grady.love@primerica.com,,Salesforce
11028642,Inactive Investor,Christopher Balcerowiak,,The Fiduciary Alliance Sterling Heights MI 13854 Lakeside Cir,,,Salesforce
11221321,,Alec Marshak,,,alec.marshak@tfaconnect.com,,List Import
11143552,Inactive Investor,Leah Haverkos,Client Relationship Associate,William Blair,lhaverkos@williamblair.com,,Salesforce
9640864,,Lisa Needle,,,l.needle@albourne.com,,List import
11077198,Inactive Investor,Qiadong Zhao,,Cetera Investment Services LLC Edison NJ 1775 State Rte 27,jackson.zhao@ceterais.com,,Salesforce
11130694,Inactive Investor,Victor Fidel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,victor.fidel@jpmorgan.com,,Salesforce
10951464,Inactive Investor,Kevin Cavanagh,Financial Advisor,Edward Jones Painesville OH 9952 Johnnycake Ridge Rd,kevin.cavanagh@edwardjones.com,,Salesforce
336221,,Jason Hempel,"Co-Chief Investment Officer, managing Director, member Of The Board Of Managers (highbridge Capital Management, Llc)","Highbridge Capital Management, Llc",jhempel@highbridge.com,212-287-2500,Manual List Upload
187829,,Zach Edelman,,[Unknown],zach.edelman@gmail.com,,source
10612664,,Adrian Mohorovich,Associate Financial Advisor,,adrian.a.mohorovich@ampf.com,,List Import
10898416,Inactive Investor,Melrose Muse-Armstead,,PFS Investments Inc. Harvey LA 2439 Manhattan Blvd,melrose.muse@primerica.com,,Salesforce
11230825,Inactive Investor,Kacey Boothe,,"Equitable Advisors, LLC Edmond OK 805 E 33rd St",kacey.boothe@equitable.com,,Salesforce
11015825,Inactive Investor,Adam Wides,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,adam.wides@morganstanley.com,,Salesforce
10970339,Inactive Investor,James Adams,Chief Investment Officer,"Lighthouse Wealth Management, LLC",jadams@lighthousewealth.com,,Salesforce
10913306,Inactive Investor,Sonya Troullier,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",sonya.troullier@prudential.com,,Salesforce
11149746,Inactive Investor,Kristen Johnson-Eklund,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10825107,Inactive Investor,Michael Robarts,Senior Vice President;Wealth Advisor,Morgan Stanley Oakland CA 1999 Harrison St,michael.robarts@morganstanley.com,,Salesforce
10907865,Inactive Investor,Vaughn Badenhorst,,"First Command Brokerage Services, Inc. Abilene TX 749 Gtwy",vbadenhorst@firstcommand.com,,Salesforce
219911,,Jialin -,,[Unknown],invsubjl@gmail.com,,
11159045,Inactive Investor,Benjamin Pogofsky,Executive Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,ben.pogofsky@jpmorgan.com,,Salesforce
9626243,,Jennifer Perrin Joseph,,,jenniferperrin72@gmail.com,,List import
10615243,,David Fierro,"Financial Advisor, Vice President",,david.fierro@morganstanley.com,,List Import
10889230,Inactive Investor,Ashley Pratt,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",ashley.pratt@schwab.com,,Salesforce
11089803,Inactive Investor,Edrick Flewelling,Chief Compliance Officer;President;Treasurer;Vice President,Capital Assets,,,Salesforce
9541698,,Eugenio Meneses,,,emeneses@smartic.es,,List import
10957873,Inactive Investor,Seth Kurtz,Financial Advisor,D.A. Davidson & Co. Lexington SC 4586 Sunset Blvd,,,Salesforce
150139,,Ronen Idrisov,,[Unknown],ronen.idrisov@gmail.com,,Webinar
10839644,Inactive Investor,Alan Reese,Senior Vice President,PFS Investments Inc. Naperville IL 25 S Washington St,alan.reese@primerica.com,,Salesforce
9627551,,marites cababaro,,,maritespaylip@yahoo.com.ph,,List import
10962623,Inactive Investor,Sharon Zimmerly,Registered Administrative Assistant,LPL Financial LLC Findlay OH 300 W Main Cross St,sharon.zimmerly@lpl.com,,Salesforce
10919462,Inactive Investor,Cara Wolf,,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",cara.wolf@raymondjames.com,,Salesforce
9588543,,Jonathan Han,,,hanjun087@gmail.com,,List import
11025024,Inactive Investor,Jeffrey Langlois,,State Farm VP Management Corp. Chapel Hill NC 6320 Quadrangle Dr,jeff.langlois.npbi@statefarm.com,,Salesforce
333289,,Eric Barr,,Geowealth,eric.barr@geowealth.com,,
10927419,Inactive Investor,Marcus Norton,,"Osaic Wealth, Inc. Louisville KY 10200 Forest Green Blvd",,,Salesforce
10840606,Inactive Investor,Gregory Sabala,Registered Client Associate,"Wells Fargo Clearing Services, LLC Clive IA 13621 University Ave",gregory.sabala@wellsfargo.com,,Salesforce
11186016,Inactive Investor,Steven Wolfe,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,steven.wolfe@fmr.com,,Salesforce
10613259,,Eugene Christensen,"Financial Advisor, Senior Financial Advisor, Senior Vice President",,gene_christensen@ml.com,,List Import
11198533,Inactive Investor,Naor Izik,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,nizik@ft.newyorklife.com,,Salesforce
10955250,Inactive Investor,Brett Hutchins,,Vanguard Marketing Corporation,brett_hutchins@vanguard.com,,Salesforce
10773055,Inactive Investor,Harold Goldsmith,Financial Advisor;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 1393 Veterans Hwy",,,Salesforce
10899756,Inactive Investor,Michael Mancuso,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",michael.c.mancuso@ml.com,,Salesforce
10810351,Inactive Investor,Monica Woodward,Corporate Retirement Director;Family Wealth Advisor;Financial Advisor;First Vice President;Senior Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,monica.woodward@morganstanley.com,,Salesforce
9645625,,Estelle Purcell,,,estellepurcell@gmail.com,,List import
11031303,Inactive Investor,Chad Knittel,Financial Advisor,Edward Jones Jackson OH 344 E Main St,chad.knittel@edwardjones.com,,Salesforce
5854,, -,,[[Unknown]],eskinchiro@aol.com,,Initial Salesforce Import
10817476,Inactive Investor,Lori Campbell,Branch Manager,Lincoln Investment Hainesport NJ 206 Creek Crossing Blvd,lcampbell@lincolninvestment.com,,Salesforce
10781691,Inactive Investor,Brent Braswell,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,brent.braswell@fmr.com,,Salesforce
11204072,Inactive Investor,Dennis Marshall,Branch Manager;Investment Advisor Representative;Owner;President,"Marshall Investment Management, LLC",dennis@investwithmarshall.com,,Salesforce
11068665,Inactive Investor,Trevor Bakir,Financial Advisor;Managing Member;Owner,"TNT Asset Management, LLC",trevor.bakir@tntfinancial.com,,Salesforce
10836664,Inactive Investor,Jean Fisher,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",jean.fisher@wellsfargoadvisors.com,,Salesforce
10847094,Inactive Investor,Steven Kucirek,Financial Advisor,Edward Jones Elkhorn NE 1908 N 203rd St,steve.kucirek@edwardjones.com,,Salesforce
11039960,Inactive Investor,Jason Gaudioso,,Citigroup Global Markets Inc.,,,Salesforce
11153319,Inactive Investor,Christian Pavlakis,Investment Services Representative,"Osaic Institutions, Inc. Orleans MA 97 RT 6A",,,Salesforce
9623393,,Matt W,,,willemsen.mb@gmail.com,,List import
341400,,Jonathan Tom,"Senior Vice President, Chief Operating Officer",Matrix Asset Advisors Inc,jtom@matrixassetadvisors.com,212-486-2004,Manual List Upload
10661590,,Bethany Riesenberg,,,riesenberg@spotlightassetgroup.com,,List Import
10961391,Inactive Investor,May Paing,,"Wells Fargo Clearing Services, LLC Milpitas CA 1 S Milpitas Blvd",,,Salesforce
11132684,Inactive Investor,Kimberly Farson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10879197,Inactive Investor,Seth Atwell,,"Avantax Investment Services, Inc. Somerset KY 116 Tradepark Dr",seth.atwell@avantax.com,,Salesforce
10915523,Inactive Investor,Michael Skillman,Chief Compliance Officer;Chief Executive Officer,Faith Investor Services,mskillman@fisetfs.com,,Salesforce
10857175,Inactive Investor,Brian Kahl,,"NewEdge Securities, Inc. Westlake OH 1991 Crocker Rd",,,Salesforce
9647137,,Flor Doorn,,,florettt_@hotmail.com,,List import
11054861,Inactive Investor,Sharon Ryan,Financial Planner,"Osaic FA, Inc. Newport News VA 729 Thimble Shoals Blvd",sharon.ryan@lfg.com,,Salesforce
10917130,Inactive Investor,Diane Simanic,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,diane.simanic@primerica.com,,Salesforce
11134519,Inactive Investor,Howard Udoff,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,howard_udoff@glic.com,,Salesforce
11114005,Inactive Investor,Zara Guivi,Senior Financial Advisor;Vice President,"City National Securities, Inc. Westlake Village CA 2655 Townsgate Rd",zara.guivi@cnb.com,,Salesforce
11099766,Inactive Investor,Eduardo Ramos Perez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Encino CA 16000 Ventura Blvd",eduardo.ramos-perez@schwab.com,,Salesforce
11258541,Inactive Investor,Alex Durbin,CFA,The Joseph Group Capital Management,alex.durbin@josephgroup.com,614-228-4300,Salesforce
148049,,Hugo Tan,,[Unknown],hugo459440@gmail.com,,
10802201,Inactive Investor,Philip Fazio,Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",philip.fazio@ml.com,,Salesforce
10851009,Inactive Investor,Shuen Lo,Chief Operating Officer;Investor,Pariveda Investment Management Los Altos CA 5050 El Camino Real,,,Salesforce
11013019,Inactive Investor,Heather Coleman,Client Relationship Consultant,"TIAA-CREF Individual & Institutional Services, LLC Phoenix AZ 3131 E Camelback Rd",heather.coleman@tiaa.org,,Salesforce
9550956,,Andrea Tanenbaum,,,arltbaum@aol.com,,
10789800,Inactive Investor,Jefferson Rowley,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jeff.rowley@nm.com,,Salesforce
10762962,Inactive Investor,Mary Ayers-Rigsby,,"Ceros Financial Services, Inc.",cayers-rigsby@cerosfs.com,,Salesforce
11128263,Inactive Investor,Chad Adams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marion OH 165 W Center St",chad.adams3@ml.com,,Salesforce
11238759,Inactive Investor,Erica Clark,,"Sterling Bay Capital Advisers, LLC",eclark@sterlingbay.com,,Salesforce
9626129,,Marlene Price,,,marleneshields6~@gmil.com,,List import
10611238,,Daniel Freddino,"Associate Vice President, Financial Advisor",,daniel.freddino@ampf.com,,List Import
10802868,Inactive Investor,Robert Rhea,Chief Financial Officer;Member;Partner;Regulatory Contact,"Sunburst Financial Group, LLC",brhea@sunburstfinancial.com,,Salesforce
10920957,Inactive Investor,Matthew Nelson,Partner;Tax Advisor,Flourish Financial Planning,,,Salesforce
9622425,,Linda Chou,,,linda.chou@sinopac.com,,List import
10648283,,Chandler Te Velde,,,chandler@maiawealth.com,,List Import
11044518,Inactive Investor,Robert Pallitto,Private Client Advisor,J.P. Morgan Securities LLC Old Bridge NJ 20 Bushnell Rd,robert.j.pallitto@chase.com,,Salesforce
9959770,,neha neha,,,nezhanewslettre@gmail.com,,Web Form Fillout
9559035,,HABA LUIS,,,chbbkrt@karenkey.com,,List import
9554725,,Paul Briles,,,briles.paul@principal.com,,List import
10975733,Inactive Investor,Thomas Carroll,Wealth Management Advisor,HighPoint Planning Partners Oak Park IL 400 Lake St,,,Salesforce
10946455,Inactive Investor,Benjamin Rischbieter,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
349535,,Anita Hawks,Financial Advisor,"MML Investors Services, LLC",ahawks@financialguide.com,952-473-2921,
11128694,Inactive Investor,Madonna Betro,Senior Client Associate,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",madonna.betro@wellsfargoadvisors.com,,Salesforce
11103194,Inactive Investor,Joleen Koenigs,,PFS Investments Inc. Mankato MN 1055 Madison Ave,joleen.johnson@primerica.com,,Salesforce
9634291,,ALBERT EINSTEIN MX,,,mxgainindia@gmail.com,,List import
10776372,Inactive Investor,Marland Villanueva,Senior Financial Advisor;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",marland_villanueva@ml.com,,Salesforce
11193578,Inactive Investor,Kirsten Cody,,"Wells Fargo Clearing Services, LLC",kirsten.cody@wellsfargoadvisors.com,,Salesforce
166675,,sameer ahmed,,[Unknown],salim_rakshi@yahoo.co.in,,
11211810,Inactive Investor,Gregory Townsend,Financial Advisor,"Ameriprise Financial Services, LLC Las Vegas NV 7477 W Lake Mead Blvd",,,Salesforce
10854417,Inactive Investor,John Coleman,Financial Advisor,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",coleman_john@nlvmail.com,,Salesforce
9585197,,Phil Calandra,,,phil@calandrafinancialgroup.com,,List import
9561421,,Tony Winkeljohn,,,tony.winkeljohn@pensionmark.com,,List import
11221154,,Michael Parise,,,mparise@americanportfolios.com,,List Import
167203,,Anthony Y,,[Unknown],ml444@yahoo.com,,Organic Search
10825643,Inactive Investor,Dennis Freedman,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 5 E Germantown Pike",dennis.freedman@ampf.com,,Salesforce
10933225,Inactive Investor,Mary Williams,,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",mary.williams@schwab.com,,Salesforce
11059212,Inactive Investor,Lloyd Hebert,,"Cambridge Investment Research, Inc. Conroe TX 2751 S Loop 336 W",,,Salesforce
195726,,Veronica Ramirez,,[Unknown],elizabethveronica0110@gmail.com,,source
9570313,,Bernard Drury,,,bernard.drury@drurycapital.com,,List import
9588039,,Wesley Cummins,"President, Limited Partner",B. Riley Asset Management Llc,wes@272.capital,,List import
9544932,,KENNETH CHANG,,,kpchang@gmail.com,,List import
10798839,Inactive Investor,Brents Priestley,Financial Advisor,Edward Jones Mc Kenzie TN 654 Main St N,brents.priestley@edwardjones.com,,Salesforce
10958780,Inactive Investor,William Clifton,,"Allstate Financial Services, LLC Paducah KY 2190 New Holt Rd",williamclifton@allstate.com,,Salesforce
34545,,Matthew Heller,Financial Associate,Thrivent Investment Management Inc.,matthew.heller@thrivent.com,515-292-7077,
11150740,Inactive Investor,Michael McNeil,,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",michael.mcneil@wellsfargoadvisors.com,,Salesforce
10315908,,thomas schneider,,,tps@edgehillcapital.com,,Web form fillout
11184818,Inactive Investor,Lucius Mcgehee,Executive Vice President,"Argent Advisors, Inc.",,,Salesforce
9633285,,KWON SEOK HONG,,,hongbs88@naver.com,,List import
10611504,,Frederick Landwehr,Financial Advisor,,flandwehr@landwehrcpa.com,,List Import
11109616,Inactive Investor,Steven Pugh,Financial Advisor,Edward Jones Manistique MI 601 E Lakeshore Dr,steven.pugh@edwardjones.com,,Salesforce
9623749,,Gorden Jemwa,,,gtjemwa@gmail.com,,List import
10843448,Inactive Investor,Roland Szilard,,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",roland.szilard@valic.com,,Salesforce
10797912,Inactive Investor,Jeremy Krog,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",jeremy.krog@equitable.com,,Salesforce
11147525,Inactive Investor,Joseph Caccippio,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 2300 E Las Olas Blvd",joseph.caccippio@wellsfargo.com,,Salesforce
11041976,Inactive Investor,Pietro Luzarreta Leal Mendes,Wealth Management Analyst,Citigroup Global Markets Inc.,,,Salesforce
10853919,Inactive Investor,Kent Weilage,,"Raymond James Financial Services, Inc. Omaha NE 5812 S 144th St",kent.weilage@raymondjames.com,,Salesforce
9605975,,Gregg Buckalew,,,gbuckalew@bellsouth.net,,List import
11014803,Inactive Investor,Zachary Rothblut,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",zachary.rothblut@equitable.com,,Salesforce
9588505,,Roger Smith,,,roger.smith@voyafa.com,,List import
10868790,Inactive Investor,Douglas George,,"Osaic Institutions, Inc. Savannah TN 235 Wayne Rd",,,Salesforce
11144181,Inactive Investor,Trevor Smith,Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Cleveland TN 3870 Keith St NW",trsmith@firsthorizon.com,,Salesforce
10817401,Inactive Investor,Philip Sandt,Financial Advisor,Janney Montgomery Scott LLC Hackensack NJ 505 Main St,psandt@janney.com,,Salesforce
11135380,Inactive Investor,Michael Smith,,"Inspire Advisors, LLC Dillsburg PA 129 W Harrisburg St",michael.smith@inspireadvisors.com,,Salesforce
11157062,Inactive Investor,William Woody,Financial Consultant,Summit Wealth Strategies Springfield MO 2833B E Battlefield St,wwoody@swsllc.com,,Salesforce
10920988,Inactive Investor,Souheil Asmar,President,Triumph Wealth Management LLC Concord NH 40 Kimball St,,,Salesforce
10922573,Inactive Investor,Bethany Beauchamp,Operations Manager;Paraplanner,"Ameriprise Financial Services, LLC Altoona WI 1520 Front Porch Pl",bethany.beauchamp@ampf.com,,Salesforce
11148564,Inactive Investor,James Dellavecchia,Financial Advisor,"Equitable Advisors, LLC Cranford NJ 184 N Ave E",james.dellavecchia@equitable.com,,Salesforce
9554107,,Ramon Villalpando,,,batman_is_ramon@yahoo.com,,List import
10873801,Inactive Investor,Bryan Zegar,Financial Advisor,"Ameriprise Financial Services, LLC Flemington NJ 349 State Rte 31",bryan.zegar@ampf.com,,Salesforce
10948740,Inactive Investor,Daniel Testa,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",daniel.testa@ml.com,,Salesforce
10865323,Inactive Investor,Randall Peck,,"M Holdings Securities, Inc. Boca Raton FL 7100 Camino Real",randall.peck@mfin.com,,Salesforce
9628952,,Gary White,,,whiteg01@charter.net,,List import
10813268,Inactive Investor,Rolf Flaig,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,rolf.flaig.lckh@statefarm.com,,Salesforce
10645387,,Vineet Dsouza,,,vdsouza@williamblair.com,,List Import
11099808,Inactive Investor,Alec Schuldt,Client Relationship Specialist,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
11049310,Inactive Investor,Paul Hsiao,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,paul.hsiao@ubs.com,,Salesforce
10932397,Inactive Investor,Adam Bruno,Chief Compliance Officer;Founder;Owner;President,Evolution Wealth Management Inc.,adam@evolveswfl.com,,Salesforce
10988170,Inactive Investor,Tarah Davis,,PFS Investments Inc. Atlanta GA 1003 Virginia Ave,tarahdavis@primerica.com,,Salesforce
11068641,Inactive Investor,James Ross,,"Mason Securities, Inc.",jross@masoncompanies.com,,Salesforce
11016902,Inactive Investor,Devin Williams,,Commonwealth Financial Network Linthicum Heights MD 785 Elkridge Landing Rd,,,Salesforce
9619510,,Matt Maiuri,,,sanderrankonk@gmx.com,,List import
9636272,,Robert Wall,,,rwall@wallinvestmentgroup.com,,List import
10852135,Inactive Investor,Pamela Ramirez,Financial Advisor,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",pamela.ramirez@raymondjames.com,,Salesforce
9623893,,Deep Master,,,deep@deepfin.in,,List import
10913535,Inactive Investor,Dennis Flanagan,,"MML Investors Services, LLC Palm Beach Gardens FL 8295 N Military Trl",dflanagan@massmutual.com,,Salesforce
10946910,Inactive Investor,Marc Markovitz,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11091183,Inactive Investor,Joseph Cuchna,,"Securities Management & Research, Inc. Eagle Bend MN 123 Main St E",jcuchna@smrone.com,,Salesforce
9562951,,Hanif Alfarisi,,,mhanifalfarisi@gmail.com,,List import
169375,,Ian Moore,,[Unknown],moore.ian105@gmail.com,,
10961222,Inactive Investor,Lauren Morrison,,Citigroup Global Markets Inc.,,,Salesforce
11206836,Inactive Investor,Steven Demarais,,"FBL Marketing Services, LLC Buffalo MN 104 Division St E",steven.demarais@fblfinancial.com,,Salesforce
11194382,Inactive Investor,Tiffany Kellner,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,tiffany.kellner@ubs.com,,Salesforce
10851476,Inactive Investor,Joyce Libby,Financial Advisor;Vice President,"Hazlett, Burt & Watson, Inc. Lancaster PA 48-50 W Chestnut St",jlibby@hazlettburt.com,,Salesforce
11166345,Inactive Investor,Marc Sacco,,"Allstate Financial Services, LLC Levittown NY 2900 Hempstead Tpke",msacco@allstate.com,,Salesforce
9600730,,Daniel Katz,,,dkatz@steelestpwm.com,,List import
10494341,,Merene Makil,"Chief Compliance Officer, Controller","CH Investment Partners, LLC",mmakil@chinvestments.com,,List Import
10613484,,Steven Syslo,"Financial Advisor, First Vice President - Wealth Management, Vice President - Wealth Management",,steven.syslo@ubs.com,,List Import
187568,,Thomas Harrington,,[Unknown],tomharrington13@gmail.com,,source
10937551,Inactive Investor,Craig Johnson,,"Packerland Brokerage Services, Inc. Brookfield WI 240 Regency Ct",craig_johnson@packerlandbrokerage.com,,Salesforce
11072735,Inactive Investor,Chirag Shah,,Citigroup Global Markets Inc.,chirag.shah@citigroup.com,,Salesforce
9584674,,Susanne Stuart-Nystrom,,,sssn@me.com,,List import
11157653,Inactive Investor,Denis Horrigan,Co-Founder;Partner,"Connecticut Wealth Management, LLC",dhorrigan@ctwealthmgmt.com,,Salesforce
10852805,Inactive Investor,Kokou Keke,,Vanguard Marketing Corporation,kokou_keke@vanguard.com,,Salesforce
9568637,,Craig Vanucci,,,cvanucci@zieglercap.com,,List import
11163284,Inactive Investor,Wendy Fratrik,Financial Advisor,LPL Financial LLC Doylestown PA 259 Veterans Ln,wendy.fratrik@lpl.com,,Salesforce
10843408,Inactive Investor,Michael Kuznicki,Chief Compliance Officer;Founder;President,Ridgeback Capital Management,,,Salesforce
10878823,Inactive Investor,Jaco Jordaan,Wealth Manager,"Riverchase Wealth Management, LLC Upper Saint Clair PA Private Residence",jaco@riverchasewealth.com,,Salesforce
11069589,Inactive Investor,Brandon Lammers,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Houston TX 845 Texas St,brandon.lammers@morganstanley.com,,Salesforce
9575237,,Ann Stalans,,,astalans@cambridgesecure.com,,List import
11039586,Inactive Investor,Matthew Flynn,,Cetera Investment Services LLC Lombard IL 1 E 22nd St,matthew.flynn@ceterainvestors.com,,Salesforce
9608251,,Demian Ejike,,,orihdemianejike99@gmail.com,,List import
10645946,,Andrew Smith,,,asmith@houlihancapital.com,,List Import
9635379,,Mike Angstead,,,mangstead@acceladvantage.com,,List import
9579075,,Scott Register,,,sregister@registerfinancial.com,,List import
11101756,Inactive Investor,Sarah Pendleton,Client Service Associate,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",sarah.pendleton@wellsfargoadvisors.com,,Salesforce
11234882,Inactive Investor,John Ryan,Relationship Manager;Vice President,Novare Capital Management,jryan@novarecapital.com,,Salesforce
11024452,Inactive Investor,David Eisenstein,Client Concierge;Client Service Associate;Registered Client Service Associate,"Ameriprise Financial Services, LLC Toledo OH 2244 Centennial Rd",david.c.eisenstein@ampf.com,,Salesforce
10890161,Inactive Investor,Rebecca Beckley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",leanne.beckley@ml.com,,Salesforce
10971608,Inactive Investor,Marcos Perez,Financial Professional,LPL Financial LLC Brookline MA Private Residence,marcos.lopez1@lpl.com,,Salesforce
11007028,Inactive Investor,Dawn Elmore,,LPL Financial LLC Clarksville IN 501 E Lewis and Clark Pkwy,dawn.elmore@lpl.com,,Salesforce
11153599,Inactive Investor,Stephen Perreault,,"Independent Financial Group, LLC Crofton MD Private Residence",sperreault@ifgrr.com,,Salesforce
10812105,Inactive Investor,Karamjeet Singh,,PFS Investments Inc. Modesto CA 4707 Greenleaf Ct,karamjeet.singh@primerica.com,,Salesforce
10901351,Inactive Investor,James Appleby,,"Truist Investment Services, Inc. Cary NC 7317 Tryon Rd",mark.appleby@truist.com,,Salesforce
9540779,,Ha JB-Growth GmbH,,JB-Growth GmbH,ha.duong@oceaninvestment.com,,List Import
10871725,Inactive Investor,Michael Mullin,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10879159,Inactive Investor,Dhara Shah,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glendale Heights IL 285 E Army Trail Rd",dshah1@ml.com,,Salesforce
10897960,Inactive Investor,Andy Cheung,,"Charles Schwab & Co., Inc. Pleasanton CA 6200 Stoneridge Mall Rd",andy.cheung@schwab.com,,Salesforce
11153144,Inactive Investor,Kevin Lisanti,,Jefferies LLC,klisanti@jefferies.com,,Salesforce
10877416,Inactive Investor,Maggie Fitzgibbons,Financial Advisor,Edward Jones Sioux Falls SD 7520 S Grand Arbor Ct,,,Salesforce
9643007,,Valeriu Vetiul,,,valeriu.vetiul@gmail.com,,List import
10803949,Inactive Investor,Aric Wagner,First Vice President - Investments;Managing Director,Davenport & Company LLC Fredericksburg VA 904 Princess Anne St,awagner@investdavenport.com,,Salesforce
10854133,Inactive Investor,David Hurst,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Reston VA 11953 Freedom Dr",,,Salesforce
11189374,Inactive Investor,Scott Jensen,,Country Capital Management Company,scott.jensen2@countryfinancial.com,,Salesforce
9592274,,Sara elinson,,,saraelinson@gmail.com,,List import
10793035,Inactive Investor,James Mcclendon,Chief Executive Officer;Senior Portfolio Manager,"The Pacific Financial Group, Inc. Bellevue WA 777 108th Ave NE",jim@tpfg.com,,Salesforce
10786959,Inactive Investor,Christopher Wagner,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Greensboro NC 300 N Greene St,chris.wagner@morganstanley.com,,Salesforce
10612360,,William Hammond,Financial Advisor,,dahammer1@comcast.net,,List Import
10986388,Inactive Investor,Jaime Enriquez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11078508,Inactive Investor,Susie Leifheit,Financial Consultant,Thrivent Investment Management Inc. Liberty Lake WA 22910 E Appleway Ave,susie.leifheit@thrivent.com,,Salesforce
10897188,Inactive Investor,Casey Dobiesz,,Citigroup Global Markets Inc.,,,Salesforce
11146600,Inactive Investor,Troy Beckman,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,t.beckman@statefarm.com,,Salesforce
11138180,Inactive Investor,Eric Brown,Financial Advisor,Edward Jones Smyrna TN 697 President Pl,eric.brown@edwardjones.com,,Salesforce
11169127,Inactive Investor,Kathryne Scott,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,kathryne_scott@vanguard.com,,Salesforce
11128193,Inactive Investor,Vivianne Alvarez,,State Farm VP Management Corp. Boca Raton FL 7100 Camino Real,vivianne.alvarez.jm89@statefarm.com,,Salesforce
11205091,Inactive Investor,Bryan Moskowits,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",bryan_moskowits@ml.com,,Salesforce
10834178,Inactive Investor,Linda Det Meth,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,l.det@ubs.com,,Salesforce
9643642,,Paul Holden,,,paulholdenfamily@gmail.com,,List import
11038775,Inactive Investor,Gregory Mallett,Regional Director,MWA Financial Services Inc. Tulsa OK 7633 E 63rd Pl,gregory.d.mallett@mwarep.org,,Salesforce
1003113,Inactive Investor,Justin Renert,,Celadon Financial,jrenert@celadonfinancial.com,,3rd Party Lead Gen
10873659,Inactive Investor,Michael Brown,,"Cambridge Investment Research, Inc. Coralville IA 2229 E Grantview Dr",,,Salesforce
9557401,,Juan Mendoza,,,mendoza1716@gmail.com,,List import
10862084,Inactive Investor,Tripp Soma,Financial Advisor,Edward Jones Madison WI 2323 Crossroads Dr,tripp.soma@edwardjones.com,,Salesforce
10863679,Inactive Investor,Daniel Sharkey,Senior Vice President,UBS Financial Services Inc. New York NY 299 Park Ave,daniel.sharkey@ubs.com,,Salesforce
10597442,,Andres Sandate,,,andres@gpwealthadvisors.com,,Web Form Fillout
9557925,,Clifford Kalish,,,ckalish@williamblair.com,,List import
10614034,,Jeffrey Thiele,Financial Advisor,,jeff.thiele@wellsfargoadvisors.com,,List Import
11072783,Inactive Investor,Jonathan Harwood,,PFS Investments Inc. Ocala FL 1515 E Silver Spring Rd,jonathan.harwood@primerica.com,,Salesforce
6311384,,David Barnes,,,david.m.barnes2@boeing.com,9042299909,Web Form Fillout
9613776,,Edward DU,,,dutao0831@gmail.com,,List import
10960779,Inactive Investor,Natalie Lim-Taylor,,LPL Financial LLC Norman OK 521 Merchant Dr,natalie.lim-taylor@lpl.com,,Salesforce
372102,,Samuel Musa,,United States,auntiejan@cox.net,,Salesforce
10871270,Inactive Investor,Polly Small,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",polly.small@raymondjames.com,,Salesforce
10889896,Inactive Investor,Renee Corwin-Rey,,"Farmers Financial Solutions, LLC Longview WA 805 Ocean Beach Hwy",,,Salesforce
10613437,,Yibo Zhang,Senior Financial Advisor,,yzhangt@yahoo.com,,List Import
10908205,Inactive Investor,Rene Gozo,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,rene.gozo@primerica.com,,Salesforce
10960724,Inactive Investor,Jeanette Squire,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,jeanette.squire.mkc3@statefarm.com,,Salesforce
335047,,Brandon Pope,"Chief Compliance Officer, Founder, Manager, Managing Member, President",Promus Advisors,brandon@promusadvisors.com,214-612-5750,Manual List Upload
10767047,Inactive Investor,David Boccignone,Private Wealth Advisor,"Ameriprise Financial Services, LLC Rockford IL 6870 Rote Rd",david.m.boccignone@ampf.com,,Salesforce
11106624,Inactive Investor,Ian Jackson,Registered Associate,Morgan Stanley Denver CO 1550 Market St,ian.jackson@morganstanleypwm.com,,Salesforce
9638983,,Gun Keresteci,,,gun_keresteci@mckinsey.com,,List import
10902397,Inactive Investor,Ethan Giangreco,Wealth Management Associate,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
236464,, -,,[[Unknown]],jmcneill22@comcast.net,,
11159120,Inactive Investor,Jared Kirby,Financial Advisor,"Raymond James & Associates, Inc. Inverness FL 116 N Pine Ave",jared.kirby@raymondjames.com,,Salesforce
371520,,Christian Schark,,[Unknown],cschark@hotmail.com,,Salesforce
9630936,,cat cat,,,xenotradesbusiness@gmail.com,,List import
10860466,Inactive Investor,Michelle Mahoney,,"CapFinancial Securities, LLC. West Des Moines IA 5745 Raccoon River Dr",,,Salesforce
11190052,Inactive Investor,Jackson Gray,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jackson.b.gray@nm.com,,Salesforce
9415810,,Faust Capobianco III,,Faust Eugene Capobianco III,fecap55@aol.com,,List Import
11188489,Inactive Investor,Nancy De Jesus,,J.P. Morgan Securities LLC New Rochelle NY 270 North Ave,nancy.i.dejesus@chase.com,,Salesforce
371747,,Dan High,,United States,danhigh56@gmail.com,,Google Natural Search
122122,,Bert Ma,,DeShaw,bert.ma@deshaw.com,,
9621859,,Alvin Fenner,,,alfj36@msn.com,,List import
339590,,Mary Smyth,Assistant,Nichols & Pratt Advisers Llp,msmyth@nichols-pratt.com,617-523-6800,Manual List Upload
11205277,Inactive Investor,Eduardo Villagrana,Private Client Advisor,J.P. Morgan Securities LLC Oceanside CA 1040 Mission Ave,eduardo.villagrana@jpmorgan.com,,Salesforce
9615826,,Daehyun Kim,,,dhkim46@gmail.com,,List import
10890776,Inactive Investor,Ryan Gresmer,Financial Advisor,PNC Investments Madison WI Private Residence,ryan.gresmer@pnc.com,,Salesforce
10942376,Inactive Investor,John Kjeldgaard,,Citigroup Global Markets Inc.,,,Salesforce
10845149,Inactive Investor,Kathy Ledvina,Financial Advisor,"Ameriprise Financial Services, LLC Waukesha WI Private Residence",kathy.a.ledvina@ampf.com,,Salesforce
11091184,Inactive Investor,Bruce Gould,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
9621816,,Jane Dietz,,,jane_dietze@brown.edu,,List import
10955938,Inactive Investor,Chloe Kennedy,,Fidelity Brokerage Services LLC Denver CO 101 University Blvd,chloe.kennedy@fidelity.com,,Salesforce
10842252,Inactive Investor,Benjamin Moore,,"Northwestern Mutual Investment Services, LLC Peru IN 71 W Main St",bj.moore@nm.com,,Salesforce
9547693,,Carol Fabbri,,,cfabbri@fairadvisors.com,,List import
10925152,Inactive Investor,Kathleen Schaefer,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10975262,Inactive Investor,Michael Jensen,Managing Partner,"Falcon Wealth Planning, Inc.",,,Salesforce
11216845,,Michael Bush,,,michael.bush@lpl.com,,List Import
9618046,,Scott Barry,,,sbarry@greenhousefunds.com,,List import
217448,,Philip Cichlar,,[Unknown],pcichlar@janestreet.co,,
10977397,Inactive Investor,Kelle Tufte,,"U.S. Bancorp Investments, Inc. Minneapolis MN 4100 W 50th St",,,Salesforce
10904296,Inactive Investor,Matthew Diteresa,Financial Advisor,Park Avenue Securities LLC Austin TX 9442 N Capital of Texas Hwy,,,Salesforce
11142266,Inactive Investor,Leslie Dix,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",leslie.dix@ml.com,,Salesforce
118187,,Nidal Salameh,,[Unknown],nzs205@nyu.edu,,source
9576475,,Cláudio Quiocamba,,,cquiocamba@gmail.com,,List import
209369,,Marylou Wellbrockreeves,Financial Advisor,"Glen Eagle Advisors, LLC",mreeves@gleneagleadv.com,,
11135573,Inactive Investor,Rachel Hagen,,"Osaic Institutions, Inc. Grand Forks ND 401 Demers Ave",,,Salesforce
11011773,Inactive Investor,Clinton Alford,,"Farmers Financial Solutions, LLC Hesperia CA 14465 Main St",calford@farmersagent.com,,Salesforce
11224911,,Brianna Pauldino,,,bri@babylonbee.com,,Web Form Fillout
10923190,Inactive Investor,Robert Borchers,Financial Advisor,Thrivent Investment Management Inc. Bloomington IL 2101 Eastland Dr,robert.borchers@thrivent.com,,Salesforce
9595802,,Larry Griffin,,,lgriffin@huntercapital.com,,List import
229739,,setrag khoshafian -,,[[Unknown]],setrag@yahoo.com,,Direct
236488,, -,,[[Unknown]],tara69704@aol.com,,
11132739,Inactive Investor,Kenneth Shay,,"Sanctuary Securities, Inc. Chicago IL 209 S La Salle St",kshay@sanctuarywealth.com,,Salesforce
10956282,Inactive Investor,Peter Hanes,,"Northwestern Mutual Investment Services, LLC Moscow ID 408 S Jefferson St",peter.hanes@nm.com,,Salesforce
10914136,Inactive Investor,Parker Bentley,Associate Financial Advisor,"Wells Fargo Clearing Services, LLC Edmond OK 3540 S Blvd",,,Salesforce
11201940,Inactive Investor,Nicholas Mcintyre,,Citigroup Global Markets Inc.,nicholas.mcintyre@citigroup.com,,Salesforce
10928248,Inactive Investor,Eric Martin,Chief Compliance Officer;Investment Advisor;President,"Concinnus Financial, Inc",,,Salesforce
11080266,Inactive Investor,Nigel Roberts,,"Northwestern Mutual Investment Services, LLC Hartford CT 20 Church St",nigel.roberts@nm.com,,Salesforce
9590588,,Gentry Zacheis,,,gentry@academic-med.com,,List import
11090213,Inactive Investor,William Kearney,Chief Investment Strategist;Founder;Partner,"Crown Private Wealth, LLC",william@crownprivatewealth.com,,Salesforce
10756119,Inactive Investor,Katherine Gread,Wealth Management Analyst,Morgan Stanley Seattle WA 601 Union St,katherine.gread@morganstanley.com,,Salesforce
11077790,Inactive Investor,Matthew Cardella,,"Raymond James Financial Services, Inc. Hinesville GA 322 N Main St",matt.cardella@raymondjames.com,,Salesforce
9602890,,Austin York,,,austin.york@personalcapital.com,,List import
10944490,Inactive Investor,Keith Confer,,"FBL Marketing Services, LLC Council Bluffs IA 900 Woodbury Ave",keith.confer@fbfs.com,,Salesforce
10863610,Inactive Investor,Clayton Sturgeon,Vice President,Citigroup Global Markets Inc. Philadelphia PA 1650 Market St,,,Salesforce
11081985,Inactive Investor,Lauren Kelley,,Fidelity Brokerage Services LLC Providence RI Private Residence,,,Salesforce
11152839,Inactive Investor,Mark Dick,Financial Advisor,&Partners Naples FL Private Residence,mark.dick@wellsfargoadvisors.com,,Salesforce
58786,,Brian Winkels,"Senior Plan Consultant, Vice President","CBIZ Financial Solutions, Inc.",bwinkels@cbiz.com,612-436-4615,
11194289,Inactive Investor,Susan Carter,,"Osaic Wealth, Inc. Edmond OK Private Residence",,,Salesforce
10829650,Inactive Investor,Cindy Ledbetter,,Country Capital Management Company Reno NV 6490 S McCarran Blvd,cindy.ledbetter@countryfinancial.com,,Salesforce
11166727,Inactive Investor,Mojdeh Ghafarnia,,J.P. Morgan Securities LLC Englewood CO 8501 E Arapahoe Rd,mojdeh.ghafarnia@jpmorgan.com,,Salesforce
9619128,,Ori Hershkovitz,,,ori@nextheracapital.com,,List import
11164357,Inactive Investor,Peter Holland,,LPL Financial LLC Boulder CO Private Residence,peter.holland@lpl.com,,Salesforce
11185290,Inactive Investor,Gilbert Gomez,Senior Assistant Vice President,"Wells Fargo Clearing Services, LLC Palatine IL 621 E Dundee Rd",gilbert.gomez@wellsfargo.com,,Salesforce
10646519,,Wanda Archer,,,wanda.archer@primerica.com,,List Import
9596676,,Dorothy Reeder,"Managing Director, Client Advisory Team",Tolleson Private Wealth Management,dreeder@tollesonwealth.com,,List import
11095282,Inactive Investor,Khayla Rivera,,J.P. Morgan Securities LLC Huntington Station NY 55 W Jericho Tpke,khayla.m.rivera@chase.com,,Salesforce
9633536,,Armando Fernandez,,,afernandez@americanportfolios.com,,List import
4596059,,Do Not,,NA,david@donotsendmespam.com,2345678910,Web Form Fillout
11084954,Inactive Investor,Deirdre Holland,Executive Director;Supervisory Manager,J.P. Morgan Securities LLC Southport CT 292 Pequot Ave,deirdre.holland@jpmorgan.com,,Salesforce
11061530,Inactive Investor,Cory Britain,,J.P. Morgan Securities LLC Henderson NV 90 N Stephanie St,cory.r.britain@chase.com,,Salesforce
11205092,Inactive Investor,Sunil Joshi,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",sunil_joshi@ml.com,,Salesforce
11206926,Inactive Investor,Mayank Patel,Vice President,LPL Financial LLC,mayank.patel@lpl.com,,Salesforce
11155463,Inactive Investor,Kenneth Lombino,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",kenny.lombino@wellsfargoadvisors.com,,Salesforce
10798046,Inactive Investor,Clinton Boxman,Private Wealth Advisor,"Ameriprise Financial Services, LLC Kingston WA 10950 NE State Hwy 104",clint.boxman@ampf.com,,Salesforce
9638086,,Ashley Allison,,,aallison@wacofoundation.org,,List import
11096568,Inactive Investor,James Callahan,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,james.callahan@fidelity.com,,Salesforce
11168578,Inactive Investor,Gail Grove,Financial Advisor;Team Lead;Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,gail.grove@jpmorgan.com,,Salesforce
11025476,Inactive Investor,Lauren Britt,Wealth Analyst,Corient Houston TX 2929 Allen Pkwy,lauren.britt@corient.com,,Salesforce
9597107,,Kacper Dobrowolski,,,sekreckak@gmail.com,,List import
10927667,Inactive Investor,Laura Randl,Financial Advisor,LPL Financial LLC Cape Girardeau MO 160 S Broadview St,laura.randl@lpl.com,,Salesforce
230951,, -,,[[Unknown]],mi.ra@gmx.at,,Organic Search
10803535,Inactive Investor,Joseph Dondalski,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",joseph_dondalski@ml.com,,Salesforce
10969791,Inactive Investor,Scot Whiskeyman,Partner,Providers & Families Wealth Management,scot@providersandfamilies.com,,Salesforce
9633935,,Gyanesh Maheshwar,,,ganchu1987@gmail.com,,List import
11067577,Inactive Investor,Payam Keshmiri,,"Wells Fargo Clearing Services, LLC Poway CA 13408 Poway Rd",,,Salesforce
10991230,Inactive Investor,Alanna Baillio,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
11117388,Inactive Investor,Janice Ragland,,NYLIFE Securities LLC Frisco TX 14111 King Rd,jkragland@ft.newyorklife.com,,Salesforce
11011909,Inactive Investor,Paul Juckem,,MWA Financial Services Inc. Chilton WI Private Residence,paul.w.juckem@mwarep.org,,Salesforce
9582887,,Parker Russo,,,parkerrusso916@gmail.com,,List import
9629771,,Eric Kramer,,,ekramer1@hotmail.com,,List import
183427,,Erich Johnson,,[Unknown],siouxpersniper@gmail.com,,
11045928,Inactive Investor,Krystal Dumas,,J.P. Morgan Securities LLC Chalmette LA 9109 W Judge Perez Dr,krystal.dumas@jpmorgan.com,,Salesforce
11238339,Inactive Investor,Olivia Terry,,"Midwest Capital Advisors, LLC",oterry@midwestcap.com,,Salesforce
10950637,Inactive Investor,Troy Williams,,Ally Invest Securities LLC,,,Salesforce
10488149,,David Yost,"First Vice President, Private Wealth Advisor, Senior Vice President, Vice President",Morgan Stanley,david.a.yost@morganstanley.com,,List Import
10818948,Inactive Investor,Tyler Merkel,Resident Director;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 301 E Market St",tyler.merkel@ml.com,,Salesforce
4625573,,fiz lysa,,,xomog81571@evilant.com,,Web Form Fillout
4155944,,Rangga Pradana,,,ranggapradana629@gmail.com,,Web Form Fillout
9615192,,kyoungwoo Jung,,,sidekick1637@naver.com,,List import
10796628,Inactive Investor,John Angiulli,,NYLIFE Securities LLC Pittsburgh PA 225 W Station Square Dr,jangiulli@ft.newyorklife.com,,Salesforce
346539,,Jochen Vogler,Executive Director,Bellecapital International,jochen.vogler@bellecapital-intl.com,414-426-81170,Manual List Upload
9615645,,Willie Harris,,,willieaharris1956@gmail.com,,List import
244968,,James Runey,,Raymond James,james.runey@raymondjames.com,17275675716,Manual List Upload
11152040,Inactive Investor,Douglas Schiffmiller,,"Avantax Investment Services, Inc. Brooklyn NY 9712 3rd Ave",,,Salesforce
10879293,Inactive Investor,Martin Mangino,Account Executive;Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10975957,Inactive Investor,Abraham Salinas,Financial Advisor,PNC Investments Indianapolis IN 1224 E 86th St,abraham.salinas@pnc.com,,Salesforce
10489553,,Jennifer Campbell,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jennifer.wallcampbell@ml.com,940-297-6966,List Import
9598475,,Ray Leung,,,jasperstormx@yahoo.com,,List import
10766987,Inactive Investor,Dennis Oleszkowicz,First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,dennis.oleszkowicz@ubs.com,,Salesforce
11118116,Inactive Investor,Jacob Pfeiffer,,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",jacob.pfeiffer@prudential.com,,Salesforce
9637008,,Jennifer Boyer,,,jboyer@parsecfinancial.com,,List import
10912813,Inactive Investor,Fernando Dammert,,Citigroup Global Markets Inc.,,,Salesforce
9584940,,Billygram Simonet,,,bill@simonetwealth.com,,List import
10854896,Inactive Investor,Adam Lyon,Wealth Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",adam.lyon@wellsfargo.com,,Salesforce
10866278,Inactive Investor,Charles Flager,,State Farm VP Management Corp. Spokane WA 12204 N Division St,,,Salesforce
11147649,Inactive Investor,Athanassios Bardas,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,athanassios.bardas@nb.com,,Salesforce
11086861,Inactive Investor,Rosalynn Macalolooy Velles,,PFS Investments Inc. Dublin CA 6377 Clark Ave,rosalynn.macalolooy@primerica.com,,Salesforce
5033478,,carson cannon,,,carsoncannon@gmail.com,,Web Form Fillout
11182544,Inactive Investor,Mark Erhardt,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Bangor ME 23 Water St",mark.erhardt@rbc.com,,Salesforce
11036552,Inactive Investor,Alice Tweit,,West Invest,alice@west-invest.com,,Salesforce
11094583,Inactive Investor,Christopher Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11199076,Inactive Investor,Michael Dammert,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Covington KY 50 E Rivercenter Blvd",,,Salesforce
10837088,Inactive Investor,Jeffrey McGough,Financial Advisor,LPL Financial LLC Charlottesville VA 498 Ednam Cir,jeffrey.mcgough@lpl.com,,Salesforce
11159589,Inactive Investor,Jonathan Moore,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Wellesley Hills MA 55 William St,,,Salesforce
11083960,Inactive Investor,Allen Dina,,Key Investment Services LLC Orange CT 34 Old Tavern Rd,allen.dina@key.com,,Salesforce
11056595,Inactive Investor,Elizabeth Henneke,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,elizabeth.henneke@primerica.com,,Salesforce
10616795,,Bradley Verber,,,brad.verber@edwardjones.com,,List Import
11197214,Inactive Investor,Mathew Endsley,Financial Advisor,"Charles Schwab & Co., Inc. Champaign IL 2219 S Neil St",matt.endsley@schwab.com,,Salesforce
11065136,Inactive Investor,Lindsey Boriack,,"Avantax Investment Services, Inc. Giddings TX 321 N Main St",,,Salesforce
10902468,Inactive Investor,Tara Sibrian,Financial Advisor;Financial Consultant,Thrivent Investment Management Inc. Ontario CA 3200 Inland Empire Blvd,tara.walker@thrivent.com,,Salesforce
10992737,Inactive Investor,Brennan Verhalen,,Jefferies LLC Dallas TX 300 Crescent Ct,bverhalen@jefferies.com,,Salesforce
10908958,Inactive Investor,Susana Alvarado Jimenez,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
237564,, -,,[[Unknown]],michael.chung@mlp.com,,
10970092,Inactive Investor,Kurtis Foden,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10611592,,Christopher Esposito,"Financial Planner, Investment Advisor Representative",,cesposito@barnumfg.com,,List Import
11026598,Inactive Investor,Liyuan Lee,Financial Advisor,"Next Financial Group, Inc. San Mateo CA 1710 S Amphlett Blvd",llee@nextfinancial.com,,Salesforce
10809991,Inactive Investor,Mark Rasmussen,Financial Advisor,Edward Jones Minneapolis MN 3655 Plymouth Blvd,mark.rasmussen@edwardjones.com,,Salesforce
11135223,Inactive Investor,Giuseppina Chirico,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,giuseppina.chirico@morganstanley.com,,Salesforce
9383488,,Monroe Morgan,,,monroem8@gmail.com,,Web form fillout
10877959,Inactive Investor,Jake Schatz,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",jake.schatz@ml.com,,Salesforce
240674,,Pisani Bob,,[Unknown],bob.pisani@nbcuni.com,,Event
11044927,Inactive Investor,Nitin Shah,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton Junction NJ 64 Princeton Hightstown Rd",nitin.d.shah@ml.com,,Salesforce
10912548,Inactive Investor,Raphael Silva Lacombe,Investment Advisor,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,raphael.silva-lacombe@jpmorgan.com,,Salesforce
11142384,Inactive Investor,Jasmine Green,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jasmine.green@jpmorgan.com,,Salesforce
11083785,Inactive Investor,Linda Mendenhall,Financial Advisor,"Raymond James Financial Services, Inc. Grand Junction CO 760 Horizon Dr",linda.mendenhall@wellsfargoadvisors.com,,Salesforce
11150292,Inactive Investor,Peter Monferdini,Financial Advisor,"Pruco Securities, LLC. East Peoria IL 235 E Washington St",peter.monferdini@prudential.com,,Salesforce
235105,, -,,[[Unknown]],ddeybusiness@gmail.com,,
11010447,Inactive Investor,Taylor Baumgartner,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",taylor.baumgartner@nm.com,,Salesforce
11018306,Inactive Investor,Dennis Liddle,,"Raymond James Financial Services, Inc. Barberton OH 527 W Lake Ave",dennis.liddle@raymondjames.com,,Salesforce
9642780,,Marvin F,,,carvin.international@gmail.com,,List import
11046163,Inactive Investor,David Rutberg,Senior Vice President - Wealth Management,UBS Financial Services Inc. Carmel CA 200 Clock Tower Pl,david.rutberg@ubs.com,,Salesforce
9645357,,Nicholas Harris,,,nickharri619@gmail.com,,List import
10785507,Inactive Investor,Renate Nebel Bernard,,Cetera Advisors LLC Troy MI 901 Wilshire Dr,renate.nebelbernard@ceteraadvisors.com,,Salesforce
9603966,,leo silvia,,,b1d794a4ba@emailnax.com,,List import
11024607,Inactive Investor,Kayla Toves-Vincilione,,Park Avenue Securities LLC San Diego CA 5280 Carroll Canyon Rd,,,Salesforce
10914507,Inactive Investor,Amy Rios,,Citigroup Global Markets Inc.,,,Salesforce
10486731,,Cindy Russell,Complex Administrative Manager,"Raymond James & Associates, Inc.",cindy.russell@raymondjames.com,,List Import
10881473,Inactive Investor,Ethan Weksler,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,ethan.weksler@jpmorgan.com,,Salesforce
55989,,Jane Kusnadi,,Indonesia,jane.kusnadi@gmail.com,,
11027033,Inactive Investor,Erin Moseley,Chief Compliance Officer,Compass Capital Investments LLC,erin@compasscapitalinvestments.com,,Salesforce
10606360,,Jason Larner,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC",jason.larner@rbc.com,212-703-6020,List Import
10913249,Inactive Investor,Christopher Newman,,Vanguard Marketing Corporation,christopher_newman@vanguard.com,,Salesforce
11132436,Inactive Investor,Natalie Eller,,Goldman Sachs & Co.,,,Salesforce
10996828,Inactive Investor,Joshua Martinez,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",joshua.martinez@bernstein.com,,Salesforce
11178075,Inactive Investor,Chandler McNair,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Columbia SC 1320 Main St,clarke.mcnair@morganstanley.com,,Salesforce
8480607,,Paul Behnken,,Charles Schwab,paul.behnken@schwb.com,(800) 435-4000,List Import
10764434,Inactive Investor,Steven Doebber,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",steven.doebber@nm.com,,Salesforce
11196329,Inactive Investor,Nicole Salmon,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,nicolesalmon@statefarm.com,,Salesforce
197738,,John Wimbiscus,,"The Mather Group, Llc",j.wimbiscus@themathergroup.com,(312) 245-1300,
10853841,Inactive Investor,Robert Surgent,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC West Palm Beach FL 525 Okeechobee Blvd,,,Salesforce
10941126,Inactive Investor,Thomas Thompson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10762831,Inactive Investor,Frank Drake,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",frank_drake@ml.com,,Salesforce
11101352,Inactive Investor,Ryan Campbell,Investment Officer,"Mill Creek Capital Advisors, LLC",rcampbell@millcreekcap.com,,Salesforce
10584907,,Angela DeBoard,,,ajmldeb@yahoo.com,,Web Form Fillout
9590736,,Scott Lewis,,,scott@lewiscm.com,,List import
10918513,Inactive Investor,Sarah Finelli,Financial Advisor,Edward Jones Phoenix AZ 3655 W Anthem Way,sarah.finelli@edwardjones.com,,Salesforce
11208261,Inactive Investor,Alejandra Heishman,,"Allstate Financial Services, LLC Hagerstown MD 19737 Leitersburg Pike",alejandraheishman@allstate.com,,Salesforce
10767529,Inactive Investor,Gretchen Zomermaand,Financial Professional,"Equitable Advisors, LLC Sioux Center IA 1230 S Main Ave",gretchen.zomermaand@equitable.com,,Salesforce
44501,,John Evans,Financial Advisor,"Securities America Advisors, Inc.",john.evans@securitiesamerica.com,402-963-4418,
10854746,Inactive Investor,Joseph Smith,Managing Partner,"StillBlue Financial Partners, LLC",joseph@stillbluefinancial.com,,Salesforce
11094480,Inactive Investor,Jeanette Bishop,,PFS Investments Inc. Dinwiddie VA 13626 Boydton Plank Rd,jeanette.bishop@primerica.com,,Salesforce
11237037,Inactive Investor,George Gotthold,Investment Advisor Representative,Park Piedmont Advisors LLC Waretown NJ 386 Rte 9,georgeg@parkpiedmont.com,,Salesforce
10862305,Inactive Investor,John Hanlin,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Woodstock IL 1216 N Seminary Ave",jrhanlin@wfafinet.com,,Salesforce
11083674,Inactive Investor,Nessa Dorris,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10785131,Inactive Investor,Barry Siegel,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 101 Park Ave,barry.a.siegel@morganstanley.com,,Salesforce
10885184,Inactive Investor,Dustin Adam,Financial Advisor,Edward Jones Fleetwood PA 26 W Main St,dustin.adam@edwardjones.com,,Salesforce
211906,,Bette Skandalis,Independent Advisor,Commonwealth Financial Network,bskandalis@commonwealth.com,862-702-3500,
222760,,Metin Günbatt?,,[Unknown],metinmutahitgunbatti@gmail.com,,Organic Search
9556209,,Elizabeth Moss,,,emoss@massmutual.com,,List import
9603889,,DINA BADIA,,,dbadia@lightspeed.com,,List import
10558191,,Steve Capric,,,steve.capric@gmail.com,,Web Form Fillout
11029542,Inactive Investor,Douglas Jones,,"Northwestern Mutual Investment Services, LLC Boulder CO 4875 Pearl East Cir",doug.jones@nm.com,,Salesforce
10788387,Inactive Investor,Thomas McGuire,,Citigroup Global Markets Inc.,,,Salesforce
10877784,Inactive Investor,Marc Preyer,Financial Advisor,"Raymond James & Associates, Inc. Raleigh NC 3515 Glenwood Ave",adam.preyer@raymondjames.com,,Salesforce
10942280,Inactive Investor,Robert Swearingen,,Thrivent Investment Management Inc.,,,Salesforce
9530770,,Kirby Fine,,,kirbyfine@gmail.com,,Web form fillout
9554457,,Ahmed Elhag,,,wadhajoje88@gmail.com,,List import
10778032,Inactive Investor,Cara Younger,,BBVA Securities Inc.,,,Salesforce
11140529,Inactive Investor,Larry Farr,Vice President,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",larry.farr@53.com,,Salesforce
348601,,Mark Toledo,Partner,Chicago Partners Investment Group Llc,mark@chicagopartnersllc.com,847-866-9775,Manual List Upload
9572872,,Kevin Cannon,,,kcannon@zweig-dimenna.com,,List import
10781211,Inactive Investor,Marcelo Biasutto,Senior Vice President,UBS Financial Services Inc. Miami FL 100 SE 2nd St,marcelo.biasutto@ubs.com,,Salesforce
10987870,Inactive Investor,Shinae Kim,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
11043506,Inactive Investor,Michael Munk,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",michael.munk@ml.com,,Salesforce
10819323,Inactive Investor,Louis Knox,Financial Advisor,LPL Financial LLC Darien IL 8172 S Cass Ave,louis.knox@lpl.com,,Salesforce
10886247,Inactive Investor,Mehdey Baker,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",mehdey.baker@schwab.com,,Salesforce
116673,,Tyler Endsley,Investment Consultant,Fidelity Personal and Workplace Advisors,tyler.endsley@fidelity.com,,
11156698,Inactive Investor,Bradley Roberts,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Middleton MA 35 Village Rd,bradley.roberts@morganstanley.com,,Salesforce
10912307,Inactive Investor,Cole Ragland,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9552413,,David Rimkus,,,drimkus@lasallest.com,,List import
10981698,Inactive Investor,Tyler Winkleman,Senior Advisor,Catalyze Wealth Management,tyler@catalyzewm.com,,Salesforce
80207,,Dale Russell,Financial Advisor,"LaSalle St. Investment Advisors, L.L.C.",drussell@lasallest.com,321-242-8200,
217267,,Joshua Paget,,[Unknown],research@admiraltytrade.com,,
11133987,Inactive Investor,Jennifer Dailey,Financial Professional,"Equitable Advisors, LLC San Francisco CA 1250 Jones St",jennifer.dailey@equitable.com,,Salesforce
11035734,Inactive Investor,Sherod Hanson,Vice President,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,sherod.d.hanson@jpmorgan.com,,Salesforce
10823240,Inactive Investor,Kevin Eifert,Client Relationship Associate,William Blair,keifert@williamblair.com,,Salesforce
10857083,Inactive Investor,Theresa Sliva,,PFS Investments Inc. Hiawatha IA 1580 Boyson Rd,theresa.sliva@primerica.com,,Salesforce
10973266,Inactive Investor,Tingqi Zhai,,J.P. Morgan Securities LLC Cupertino CA 10250 S De Anza Blvd,tingqi.zhai@chase.com,,Salesforce
10810809,Inactive Investor,Amy Castar,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,amy.castar@ubs.com,,Salesforce
11105620,Inactive Investor,Shawn Connolly,Financial Advisor,LPL Financial LLC Buffalo NY 360 Delaware Ave,shawn.connolly@lpl.com,,Salesforce
11203699,Inactive Investor,Michael Reeves,Portfolio Manager;Senior Lead Advisor,"Strategic Wealth Investment Group, LLC Dallas TX 12377 Merit Dr",mreeves@swdgroup.com,,Salesforce
9589798,,Richard Spencer,,,rspencer@babsoncapital.com,,List import
9585450,,Kristin Brummett,,,kristin@pittand.com,,List import
236520,, -,,[[Unknown]],taline@jmhdev.com,,Initial Salesforce Import
9599832,,Ben Djelassi,,,ben.djelassi@thinkingbeyond.com,,List import
10905011,Inactive Investor,Sarah Davis,Financial Consultant,Thrivent Investment Management Inc. Spring TX 4405 Spring Cypress Rd,sarah.e.davis@thrivent.com,,Salesforce
11096092,Inactive Investor,Panagiota Perlegos,Chief Compliance Officer,"Silicon Valley Capital Partners, L.P.",patty@svcp.com,,Salesforce
10839388,Inactive Investor,Travis Voccia,,Morgan Stanley Palm Beach FL 450 Royal Palm Way,travis.voccia@morganstanley.com,,Salesforce
9577687,,Garth Erickson,,,garther@cox.net,,List import
11082827,Inactive Investor,Matthew Verdi,,"MML Investors Services, LLC",mverdi@massmutual.com,,Salesforce
11102609,Inactive Investor,Kane Farmer,,"First Citizens Investor Services, Inc. Brevard NC 96 S Broad St",kane.farmer@firstcitizens.com,,Salesforce
11218596,,Michael Bindas,,,michael.bindas@lpl.com,,List Import
182990,,Michael Madsen,,[Unknown],mryanmadsen@gmail.com,,
9590945,,Jason Skolnick,,,jason@fncadvisor.com,,List import
10927164,Inactive Investor,David Anderson,,"J. Alden Associates, Inc.",danderson@j-alden.com,,Salesforce
249253,,Michael Grotell,,Ithron,michael@ithron.co,,Manual List Upload
10919972,Inactive Investor,Jonathan Tamayo,Financial Advisor,Edward Jones Mansfield TX 1900 Matlock Rd,jon.tamayo@edwardjones.com,,Salesforce
11182049,Inactive Investor,Adam Mangs,Financial Advisor,LPL Financial LLC Farmington CT 4 Forest Park Dr,adam.mangs@lpl.com,,Salesforce
10964011,Inactive Investor,Madelyn To,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10930892,Inactive Investor,Jared Wagner,,"Farmers Financial Solutions, LLC Kent WA 27116 167th Pl SE",,,Salesforce
335324,,Jodi Mckinley,Branch Manager,"River Street Advisors, Llc",jmckinley@oldsecond.com,630-906-5501,Manual List Upload
10490594,,Javier Armando Teixeira Vieira,,,javierteixeira@gmail.com,,Web Form Fillout
11083404,Inactive Investor,Jeffrey Norton,Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 576 Bielenberg Dr",jeffrey.norton@nm.com,,Salesforce
11130302,Inactive Investor,Luis Gasca,Financial Advisor,Morgan Stanley El Paso TX 303 N Oregon St,luis.gasca@morganstanley.com,,Salesforce
10924422,Inactive Investor,Steven Schoeder,Financial Advisor,"Associated Investment Services, Inc. Saint Paul MN 202 Snelling Ave N",,,Salesforce
11168896,Inactive Investor,Debra Yaeger,,Huntleigh Securities Corporation O Fallon IL 9 Eagle Ctr,,,Salesforce
10818778,Inactive Investor,Michael Conway,,"Wilson-Davis & Co., Inc.",mconway@wdco.com,,Salesforce
10836754,Inactive Investor,John Deves,,"Osaic Wealth, Inc. Chesterfield MO 16640 Chesterfield Grove Rd",john.deves@osaicwealth.com,,Salesforce
10764473,Inactive Investor,Joshua Carter,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",,,Salesforce
11229831,Inactive Investor,Jacqueline Marion,,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",jackie.marion@nm.com,,Salesforce
11042367,Inactive Investor,Lauryn Williams,Financial Advisor,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",lauryn.williams@prudential.com,,Salesforce
11044197,Inactive Investor,Pamela Ahlers,Representative,"Harbour Investments, Inc. Houston TX 15311 Vantage Pkwy W",,,Salesforce
10857205,Inactive Investor,Ann Singleton,,"Osaic Wealth, Inc. Baton Rouge LA 3265 Kleinert Ave",,,Salesforce
11002027,Inactive Investor,Michael Caraglia,Financial Advisor,Park Avenue Securities LLC Portsmouth NH 1 New Hampshire Ave,,,Salesforce
10996717,Inactive Investor,Joseph Okoronta,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Duluth GA 3805 Crestwood Pkwy NW",joseph.okoronta@tfaconnect.com,,Salesforce
11037597,Inactive Investor,Melissa Kelshaw,,PFS Investments Inc. Reading PA 200 Spring Ridge Dr,mkelshaw@primerica.com,,Salesforce
190486,,Aaron Ellingson,,[Unknown],aaron.ellingson@yahoo.com,,source
11008338,Inactive Investor,Faye Haugland,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",,,Salesforce
11155303,Inactive Investor,Raymond Keogh,,J.P. Morgan Securities LLC Houston TX 6117 Hwy 6 N,raymond.l.keogh@chase.com,,Salesforce
10611125,,John Fiore,"Financial Advisor, Senior Portfolio Advisor",,john.j.fiore@ml.com,,List Import
9616223,,Christopher Tomes,"Associate Vice President, Financial Advisor","Ameriprise Financial Services, LLC",christopher.m.tomes@ampf.com,,List import
11238210,Inactive Investor,Ryan Newkirk,,Westwood Management Corp,ryan@westwoodmgmt.com,,Salesforce
10930337,Inactive Investor,Brenda Ferry,,"Osaic Wealth, Inc.",brenda.ferry@osaic.com,,Salesforce
11121423,Inactive Investor,Nicholas Pisciotti,Client Advisor;Executive Director,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,nicholas.a.pisciotti@jpmorgan.com,,Salesforce
10803676,Inactive Investor,Benjamin Pitts,Owner;Principal,Cypress Financial Planning,ben.pitts@cypressplanning.com,,Salesforce
10884485,Inactive Investor,Brent Hayes,,"Cambridge Investment Research, Inc. Kinston NC 2914 N Herritage St",,,Salesforce
9636226,,John Starcevich,,,jstarcevich@pfingsten.com,,List import
11202975,Inactive Investor,Cooper Burwell,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10763865,Inactive Investor,Dale Flick,Senior Vice President,Robert W. Baird & Co. Incorporated Lake Oswego OR 5400 Meadows Rd,,,Salesforce
194870,,Frank Parias,,[Unknown],framk.parias@mmbginvestment.com,,source
10927008,Inactive Investor,Steven Kurtz,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
10943074,Inactive Investor,Lisa Bellamy,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",lisa.bellamy@nm.com,,Salesforce
10860723,Inactive Investor,Jose Luis Estrada Arroyo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jose-luis_estrada-arroyo@vanguard.com,,Salesforce
334611,,Matthew Andrulot,Executive Director,"Verdis Investment Management, Llc",mandrulot@verdence.com,610-397-1600,Manual List Upload
9618847,,Trip Zedlitz,,,tzedlitz@tinicum.com,,List import
10762673,Inactive Investor,Melissa Powell,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",melissa.powell@raymondjames.com,,Salesforce
11035629,Inactive Investor,Christopher Moss,Financial Advisor,Edward Jones Bradenton FL 8205 Natures Way,chris.moss@edwardjones.com,,Salesforce
10794043,Inactive Investor,Timothy Hague,,"Centaurus Financial, Inc. Scottsdale AZ 10031 E Dynamite Blvd",,,Salesforce
10983117,Inactive Investor,Meiling Elsner,,Cetera Investment Services LLC Bellevue WA 2331 130th Ave NE,meiling.elsner@ceterais.com,,Salesforce
10864722,Inactive Investor,Anupam Patel,,NYLIFE Securities LLC Northbrook IL 3281 Pleasant Run,anupampatel@ft.newyorklife.com,,Salesforce
10803149,Inactive Investor,Peter Lurier,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Worcester MA 100 Front St",peter.lurier@wellsfargoadvisors.com,,Salesforce
11108859,Inactive Investor,Scott Bogan,Strategist - Capital Markets;Wealth Advisor,"GYL Financial Synergies, LLC Westport CT 55 Post Rd W",sbogan@gylfinsyn.com,,Salesforce
11116744,Inactive Investor,Christopher Shuman,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",cshuman@financialguide.com,,Salesforce
10984508,Inactive Investor,Nereyda Gonzalez,,J.P. Morgan Securities LLC Cypress TX 26030 Hwy 290,nereyda.gonzalez@chase.com,,Salesforce
10917320,Inactive Investor,Melissa Lenhart,Client Service Coordinator;Paraplanner,"Ameriprise Financial Services, LLC Monroeville PA 4055 Monroeville Blvd",melissa.witt@ampf.com,,Salesforce
10968895,Inactive Investor,Harrison Brown,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",harrison.brown@equitable.com,,Salesforce
9611573,,Praveen Joseph,,,pjoseph3@ifc.org,,List import
11179729,Inactive Investor,Fay Ray,Financial Advisor,Edward Jones Booneville AR 3 Village Loop,allen.ray@edwardjones.com,,Salesforce
10967369,Inactive Investor,Michael Lovero,Financial Planning Specialist,"Ameriprise Financial Services, LLC Sarasota FL 7317 Merchant Ct",,,Salesforce
9628582,,Stefan Groesbrink,,,sgroesbrink@gmail.com,,List import
11074021,Inactive Investor,Kenneth Shedleski,,"Grove Point Investments, LLC Elizabethtown PA 12 E High St",kshedleski@hbeckinc.com,,Salesforce
11031643,Inactive Investor,Dennis Yamasaki,Financial Strategist;Owner;President,Affirmative Financial Services Redmond WA Private Residence,dennis@affirmativefinsrv.net,,Salesforce
10763511,Inactive Investor,Steven Levin,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 8182 Maryland Ave",,,Salesforce
9592468,,Teymur Azim-zada,,,teymur_azimzade@yahoo.com,,List import
11219676,,Erik Morris,,,erik.morris@sierrainvestment.com,,Other
10870551,Inactive Investor,Jack Giegerich,Financial Advisor,Edward Jones Old Saybrook CT 24 Elm St,jack.giegerich@edwardjones.com,,Salesforce
10898838,Inactive Investor,Richard Douglas,,"M Holdings Securities, Inc. Birmingham AL 850 Shades Creek Pkwy",,,Salesforce
11288273,,Ajmer Nanua,,,smel43741@gmail.com,,Web Form Fillout
10879320,Inactive Investor,Noah Francis,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
228846,, -,,[[Unknown]],starx78@gmail.com,,
10800941,Inactive Investor,John Donnell,Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Melville NY 58 S Service Rd,john.j.donnell@morganstanley.com,,Salesforce
11069062,Inactive Investor,Christopher Rieger,,A.G.P / Alliance Global Partners Newport Beach CA 1201 Dove St,crieger@europac.net,,Salesforce
11234246,Inactive Investor,Richard Dahl,Financial Advisor,"CUSO Financial Services, L.P.",rdahl@cusonet.com,,Salesforce
10826180,Inactive Investor,Timothy Meisenzahl,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsford NY 1200 Pittsford Victor Rd",timothy.meisenzahl@wellsfargoadvisors.com,,Salesforce
10865805,Inactive Investor,Rodney Johnson,,State Farm VP Management Corp. Zachary LA 2525 Church St,,,Salesforce
10645380,,Nora Cahue,,,cahue@bessemer.com,,List Import
11112627,Inactive Investor,Jose Lopez Moreno,,PFS Investments Inc. Fullerton CA 1440 N Harbor Blvd,jose.lopezmoreno@primerica.com,,Salesforce
175330,,Michael Trotsky,Executive Director & Chief Investment Officer,[Unknown],mtrotsky@mapension.com, +1 617 946 8401,Database Upload
10983838,Inactive Investor,Kevin Collins,,"HighTower Securities, LLC New York NY 405 Lexington Ave",kcollins@hightoweradvisors.com,,Salesforce
372409,,B Levin,,United States,ralgolfer@cox.net,,Salesforce
11167859,Inactive Investor,Thomas Reim,,"Fortune Financial Services, Inc. Bismarck ND 2718 Gateway Ave",,,Salesforce
11073676,Inactive Investor,Joelle Reichert,Portfolio Associate,Morgan Stanley Rochester NY 300 Linden Oaks,joelle.a.reichert@morganstanley.com,,Salesforce
11057486,Inactive Investor,Nicholas Puhl,Financial Advisor,Edward Jones Toledo OH 3234 Executive Pkwy,nick.puhl@edwardjones.com,,Salesforce
10820148,Inactive Investor,Joseph Varvara,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10986678,Inactive Investor,Daniel Johnson,,"Raymond James & Associates, Inc.",daniel.johnson@raymondjames.com,,Salesforce
10657730,,Alfonso Avila,,,alfonso.avila@ceterais.com,,List Import
11176296,Inactive Investor,Wendi Parker,,"Synovus Securities, Inc.",wendiparker@synovus.com,,Salesforce
10764234,Inactive Investor,Edgar Mock,,"Trustmont Financial Group, Inc. Feasterville Trevose PA 102 W Street Rd",,,Salesforce
11141361,Inactive Investor,James Greco,,"Allstate Financial Services, LLC Fort Lauderdale FL 9633 W Broward Blvd",jamesgreco@allstate.com,,Salesforce
9627860,,Test Test,,,test@dell.com,,List import
10880623,Inactive Investor,Jeffrey English,Director;Investment Manager;Regulatory Contact;Shareholder;Team Lead,Foster & Motley Inc,ryan@fosterandmotley.com,,Salesforce
11206511,Inactive Investor,Catherine Head,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10983886,Inactive Investor,Myaluisa Dobson,,Park Avenue Securities LLC Beverly Hills CA 8383 Wilshire Blvd,myaluisa.dobson@glic.com,,Salesforce
168515,,David Blatt,,[Unknown],gallo321@protonmail.com,,Other
10764397,Inactive Investor,Matthew Henofer,,"Westport Financial Services, L.L.C. Bee Cave TX Private Residence",,,Salesforce
11233322,Inactive Investor,Stephanie Johnson,Senior Client Service Associate,"Raymond James & Associates, Inc. Clarkston WA Private Residence",stephanie.johnson@raymondjames.com,,Salesforce
11111087,Inactive Investor,Melissa Guerrero,,J.P. Morgan Securities LLC Santa Ana CA 1300 N Main St,melissa.guerrero@jpmorgan.com,,Salesforce
10885218,Inactive Investor,Sara Dayton,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
233718,, -,,[[Unknown]],bizzyblackgats@gmail.com,,
11131011,Inactive Investor,Jeffrey Anderson,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
10998654,Inactive Investor,Susan Ogle,,NYLIFE Securities LLC Cincinnati OH 5905 E Galbraith Rd,seogle@ft.newyorklife.com,,Salesforce
11210304,Inactive Investor,Lucille Conklin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",lucille.conklin@ml.com,,Salesforce
10772879,Inactive Investor,Steven Fischer,Financial Advisor;Senior Vice President,Morgan Stanley Waukesha WI 20975 Swenson Dr,steven.fischer@morganstanley.com,,Salesforce
10953884,Inactive Investor,Ashraf Felix,Client Account Officer,Citigroup Global Markets Inc. Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
11083845,Inactive Investor,Lex Shinn,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",lex.shinn@ml.com,,Salesforce
10801025,Inactive Investor,Todd Michaud,,Cetera Advisors LLC Haverhill MA 780 Main St,todd.michaud@ceteraadvisors.com,,Salesforce
10951056,Inactive Investor,Allison Kaczmar,Divisional Leader,"Wells Fargo Advisors Financial Network, LLC Saint Petersburg FL Private Residence",,,Salesforce
9640170,,Roland McElrath,,,rmcelrath@mlgw.com,,List import
11002675,Inactive Investor,Richard Rogers,,"Avantax Investment Services, Inc. Encinitas CA 285 N El Camino Real",,,Salesforce
10915383,Inactive Investor,Amy Nelson,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Richardson TX 3600 Shire Blvd",amy.m.nelson@ampf.com,,Salesforce
11204618,Inactive Investor,Vanessa Cuellar,,"Northwestern Mutual Investment Services, LLC Houston TX 1250 Wood Branch Park Dr",vanessa.cuellar@nm.com,,Salesforce
9608932,,Joris Bana,,,jorisbana1998@gmail.com,,List import
11223132,,Tyler Smith,,,tyler.smith@merceradvisors.com,,List Import
10754261,Inactive Investor,Brittany Oldham,Portfolio Associate,Morgan Stanley Toledo OH 7311 Crossleigh Ct,brittany.oldham@morganstanley.com,,Salesforce
9602397,,Anthony Skvarka,,,askvarka@halberthargrove.com,,List import
11027569,Inactive Investor,Deshaun Price,,LPL Financial LLC Sacramento CA 2581 Fair Oaks Blvd,,,Salesforce
10510007,,Jeff Cullen,Managing Director,Cullen Capital,jeffcullen@schafer-cullen.com,,List Import
10913916,Inactive Investor,Michelle Wheeler,Financial Planner,"Northeast Planning Associates, Inc.",mwheeler@northeastplanning.com,,Salesforce
10888114,Inactive Investor,Jody Price,,"Parkland Securities, LLC Forest City NC Private Residence",jprice@parklandrep.com,,Salesforce
11015728,Inactive Investor,Manuel Carvallo,Financial Advisor,Money Concepts Capital Corp Marietta GA 2985 Gordy Pkwy,mcarvallo@moneyconcepts.com,,Salesforce
11105589,Inactive Investor,Drew Donohoe,,"Cambridge Investment Research, Inc. Lewis Center OH Private Residence",ddonohoe@cambridgesecure.com,,Salesforce
10486713,,Craig Mills,Financial Advisor,Edward Jones,craig.mills@edwardjones.com,,List Import
9608306,,Sam Crispi,,,extracrispi@gmail.com,,List import
10944619,Inactive Investor,Eric Perkins,,Cetera Advisor Networks LLC Crystal Lake IL 820 E Terra Cotta Ave,perkinse@ceteranetworks.com,,Salesforce
11200784,Inactive Investor,Joseph Balbi,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
351178,,Edward Inman,"Investment Specialist, Atlanta Office","Ashford Advisors, Llc",edinman@ashfordadvisors.net,585-697-0362,Manual List Upload
11008950,Inactive Investor,Robert Chung,,State Farm VP Management Corp. Huntley IL 12396 Princeton Dr,,,Salesforce
236594,, -,,[[Unknown]],m.grewal94@hotmail.com,,Direct
10809279,Inactive Investor,Charles Parisio,,A.G.P / Alliance Global Partners Rochelle Park NJ 365 W Passaic St,,,Salesforce
9583704,,Raul Gómez torres,,,raulgomeztorres1@gmail.com,,List import
11175583,Inactive Investor,Nicholas Rotello,Chief Compliance Officer;Chief Investment Officer;Managing Partner;President,Seven Two Partners,nrotello@seventwopartners.com,,Salesforce
10838943,Inactive Investor,Richard Blackwell,Advisor;Managing Director,Rockefeller Financial LLC Richmond VA 200 S 10th St,rblackwell@rockco.com,,Salesforce
11079939,Inactive Investor,Daniel Molineaux,,Fidelity Brokerage Services LLC Berkley MI Private Residence,daniel.molineaux@fmr.com,,Salesforce
9634894,,Jamie Rosen,,,jrosen@scurlydog.com,,List import
10929308,Inactive Investor,Domenika Bunjaj,,"HighTower Securities, LLC New York NY 505 5th Ave",dbunjaj@hightoweradvisors.com,,Salesforce
11222376,,Jarrett Singer,,,jarrett.singer@nordea.com,,List Import
10960603,Inactive Investor,Brian Kasbek,Director - Managed Assets;Vice President,D.A. Davidson & Co. Fort Mill SC Private Residence,,,Salesforce
10763102,Inactive Investor,John Kirchhoefer,First Vice President;Senior Consultant;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",john_kirchhoefer@ml.com,,Salesforce
10616066,,Scott Grady,,,scott.grady@ampf.com,,List Import
7876878,,Jonathan Brent Farmer,,,j2938131@gmail.com,,Web Form Fillout
10489918,,Candy Hawkins,Partner,Astra Wealth Management Group,candyhawkins@astrawmg.com,,List Import
10894852,Inactive Investor,Andrew Mayon,Financial Advisor,Edward Jones Greensboro NC 5828 N Church St,andrew.mayon@edwardjones.com,,Salesforce
11027847,Inactive Investor,Kevin Cavazos,,"Farmers Financial Solutions, LLC Humble TX 19333 Hwy 59 N",kcavazos@farmersagent.com,,Salesforce
10772480,Inactive Investor,Jerry Karstetter,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",jared.karstetter@rbc.com,,Salesforce
9596239,,Elliot Rotstein,,,erotstein@ballentinepartners.com,,List import
11189213,Inactive Investor,Robert Martin,Financial Advisor,"Ameriprise Financial Services, LLC Bedford NH 5 Bedford Farms Dr",rob.a.martin@ampf.com,,Salesforce
11074574,Inactive Investor,Kathryn Lackett,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Houston TX 363 N Sam Houston Pkwy E",kathryn.j.lackett@ampf.com,,Salesforce
225099,,Mary Epper,,"Cetera Investment Services, LLC",mary.epper@ceterafi.com,,
11009755,Inactive Investor,Kevin Coffey,Financial Advisor,LPL Financial LLC Angleton TX 2900 N Velasco St,kevin.coffey@lpl.com,,Salesforce
9553317,,Suong Baty,,,suongbaty@gmail.com,,List import
11206240,Inactive Investor,Teresa Perrilliat,,PFS Investments Inc. Chandler AZ 6909 W Ray Rd,teresa.perrilliat@primerica.com,,Salesforce
11017749,Inactive Investor,Jack Jerzewski,,"OneAmerica Securities, Inc.",,,Salesforce
11081437,Inactive Investor,Michael Freeman,,"Parkland Securities, LLC Plainfield IN 4310 Saratoga Pkwy",,,Salesforce
11165915,Inactive Investor,Stephen Chipman,Assistant,"Osaic Wealth, Inc. Livermore CA 2021 Las Positas Ct",,,Salesforce
10985782,Inactive Investor,Thao Ly Trinh,,J.P. Morgan Securities LLC San Francisco CA 188 Spear St,thao.trinh@jpmorgan.com,,Salesforce
10928726,Inactive Investor,Garrick Carter,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,garrick.carter@fidelity.com,,Salesforce
11082399,Inactive Investor,Patrick Hudec,Associate Director;Financial Advisor,Oppenheimer & Co. Inc. Beachwood OH 25550 Chagrin Blvd,patrick.hudec@opco.com,,Salesforce
11162999,Inactive Investor,Andrey Shchegolev,Portfolio Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 401 S Tryon St",andrey.shchegolev@wellsfargoadvisors.com,,Salesforce
9597511,,troidd@gmail.com LANDREE,,,troidd@gmail.com,,List import
11078066,Inactive Investor,Bradford Goon,Financial Advisor,Edward Jones Missouri City TX 4220 Cartwright Rd,brad.goon@edwardjones.com,,Salesforce
10801754,Inactive Investor,Joni Johnson,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
10987230,Inactive Investor,Erik Jenbury,,"Charles Schwab & Co., Inc. Charlottesville VA 401 E Market St",,,Salesforce
10837012,Inactive Investor,Frank Emmerling,Financial Advisor;Managing Director,"RBC Capital Markets, LLC New Kensington PA 3275 Leechburg Rd",,,Salesforce
10835185,Inactive Investor,Roger Guan,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Palo Alto CA 301 University Ave",roger.h.guan@wellsfargo.com,,Salesforce
11167550,Inactive Investor,Pavel Nalivayko,,NYLIFE Securities LLC Bellevue WA 10885 NE 4th St,pnalivayko01@ft.newyorklife.com,,Salesforce
10807536,Inactive Investor,Melody Sun,,Maxim Group LLC,wsun@maximgrp.com,,Salesforce
9616280,,Watson Kayle,,,kayle@amun.com,,List import
9547903,,David Fletcher,,,dmfletcher@lanigancpa.com,,List import
10861714,Inactive Investor,Andrew Boyles,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Bowling Green KY 1131 Fairview Ave",aboyles@rwbaird.com,,Salesforce
10915131,Inactive Investor,Paul Kendall,Financial Advisor,Edward Jones Dover OH 420 S James St,mitch.kendall@edwardjones.com,,Salesforce
344907,,Wilfred Steiner,"Senior Managing Director, Cfo",Manulife Investment Management Timberland And Agri,wsteiner@hnrg.com,617-747-1600,Manual List Upload
9547585,,Johnson Vu,,,vu.nft.defi@gmail.com,,List import
10766298,Inactive Investor,Christopher Hall,Financial Advisor,Morgan Stanley Houston TX 2800 Post Oak Blvd,,,Salesforce
10892345,Inactive Investor,Gloria De Arcangelis,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",gloria.dearcangelis@truist.com,,Salesforce
10604120,,Farzane Devisti,,,devistifarzane@yahoo.com,,Web Form Fillout
10922874,Inactive Investor,Kyle Madison,Paraplanner,"Ameriprise Financial Services, LLC Mesa AZ 1201 S Alma School Rd",kyle.madison@ampf.com,,Salesforce
10933437,Inactive Investor,Ryan Hynson,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
184600,,John Boger,Financial Services Professional,Eagle Strategies LLC,jboger@ft.newyorklife.com,,
10981590,Inactive Investor,Garrett Isbell,,Stephens Dallas TX 200 300 Crescent Ct,gisbell@stephens.com,,Salesforce
11219968,,Steven Hruby,,,steven.hruby@allworthfinancial.com,,Other
11122273,Inactive Investor,Stephen Ellingsen,Senior Vice President,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",steve.ellingsen@raymondjames.com,,Salesforce
10891145,Inactive Investor,Paula Thibodeaux,Premier Banker,"Wells Fargo Clearing Services, LLC Rockwall TX 2970 Horizon Rd",,,Salesforce
10886699,Inactive Investor,Joseph Waters,Senior Wealth Advisor;Wealth Advisor,Heritage Financial Services,jwaters@heritagefinancial.net,,Salesforce
10921979,Inactive Investor,Paula Welch,Financial Advisor,"Ameriprise Financial Services, LLC Rochester MN 3038 Jeremiah Ln NW",paula.welch@ampf.com,,Salesforce
11157585,Inactive Investor,Peter Kalafa,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lynnfield MA 200 Market St",peter.kalafa@schwab.com,,Salesforce
10995391,Inactive Investor,Scott Mitcham,,"First Citizens Investor Services, Inc. Charlotte NC 4325 Randolph Rd",scott.mitcham@firstcitizens.com,,Salesforce
10941035,Inactive Investor,Samuel Grudzien,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11202102,Inactive Investor,Robert Wagner,,LPL Financial LLC Ramsey NJ 284 N Franklin Tpke,bob.wagner@lpl.com,,Salesforce
11031504,Inactive Investor,Richard Glazier,,"Farmers Financial Solutions, LLC Orem UT 248 N Orem Blvd",rglazier@farmersagent.com,,Salesforce
10768814,Inactive Investor,Linda Riordan,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",linda.riordan@bofa.com,,Salesforce
10910009,Inactive Investor,Rebecca Buskirk,,"Raymond James Financial Services, Inc. Lake Wales FL 100 E Stuart Ave",rebecca.buskirk@raymondjames.com,,Salesforce
10695861,,Eileen Hayes,,BlackRock,eileen.hayes@blackrock.com,,List Import
10808186,Inactive Investor,Maryann Keith,,"MML Investors Services, LLC McLean VA 8444 Westpark Dr",mrkeith@financialguide.com,,Salesforce
11177703,Inactive Investor,Robert Hostetter,,"Concourse Financial Group Securities, Inc. Ephrata PA 860 N Reading Rd",robert.hostetter@concoursefinancial.com,,Salesforce
10489409,,David Shill,Financial Advisor,Avantax Advisory Services Plano TX 5465 Legacy Dr,david@katapultwealth.com,,List Import
11064190,Inactive Investor,Kent Oliver,,"Raymond James Financial Services, Inc. Hattiesburg MS 22 Millbranch Rd",kent.oliver@raymondjames.com,,Salesforce
10843995,Inactive Investor,Robert Huntington,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",robert.huntington@ml.com,,Salesforce
10893114,Inactive Investor,Anthony Berumen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,anthony_berumen@vanguard.com,,Salesforce
9604330,,Navin Shanmugam,,,navin.sh09@gmail.com,,List import
10974551,Inactive Investor,Nathan Sprowl,,J.P. Morgan Securities LLC Ashland OH 1353 Claremont Ave,nathan.sprowl@jpmorgan.com,,Salesforce
9599975,,Vladislav Konovalenko,,,konandosik@gmail.com,,List import
10844523,Inactive Investor,Ryan Mason,Financial Advisor,Edward Jones Tulsa OK 4142 S Harvard Ave,ryan.mason@edwardjones.com,,Salesforce
11112713,Inactive Investor,James McKay,,Cetera Advisor Networks LLC Seattle WA 6000 Southcenter Blvd,,,Salesforce
11255716,,Mujahid Hussain,,,rehanjuttmujahid@gmail.com,,Web Form Fillout
10762139,Inactive Investor,Peter Gates,,"Wells Fargo Clearing Services, LLC Norwell MA 91 Longwater Cir",peter.gates@wellsfargoadvisors.com,,Salesforce
10917605,Inactive Investor,Henry Woloson,,"Harbour Investments, Inc. Clarkston MI 7608 Dixie Hwy",,,Salesforce
11199891,Inactive Investor,Lily Engelhardt,Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Dix Hills NY Private Residence,lily.k.engelhardt@morganstanley.com,,Salesforce
10951241,Inactive Investor,Christina Robb,,PNC Investments Lorena TX Private Residence,christina.robb@pnc.com,,Salesforce
10990289,Inactive Investor,Joseph Turkal,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",joe.turkal@nm.com,,Salesforce
10938301,Inactive Investor,John Landis,,Vanguard Marketing Corporation,,,Salesforce
9632762,,Sandeep Gupta,,,aryanadvisorsllc@gmail.com,,List import
10782654,Inactive Investor,Ian Hirschfield,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ian.e.hirschfield@jpmorgan.com,,Salesforce
10892491,Inactive Investor,Benjamin Miller,,Financial Advocates Investment Management Coeur D Alene ID 610 W Hubbard St,bmiller@financialadvocates.com,,Salesforce
11192976,Inactive Investor,Mary Riordan,,State Farm VP Management Corp. Hollywood FL 18503 Pines Blvd,kay.riordan.c4au@statefarm.com,,Salesforce
227768,,Abonviki -,,Abonviki [[Unknown]],abonviki@gmail.com,,
10841438,Inactive Investor,Matthew De Segura,,"Wilson-Davis & Co., Inc.",mgomezdesegura@wdco.com,,Salesforce
11197902,Inactive Investor,Susan Woodruff,,"Northwestern Mutual Investment Services, LLC Chattanooga TN 633 Chestnut St",hope.smisson@nm.com,,Salesforce
11097493,Inactive Investor,Alan Haworth,Director;Senior Financial Advisor,"Clare Market Investments, LLC",alan@claremarket.com,,Salesforce
10606440,,Michael Cear,"Senior Wealth Manager, Wealth Management Advisor","Summit Financial, LLC",michaelcear@hotmail.com,973-285-3600,
351527,,Crystal Graciani,Executive Assistant,Graycliff Partners Lp,cgraciani@graycliffpartners.com,212-300-2910,Manual List Upload
11113290,Inactive Investor,Brandon Mason,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
160384,,Pengxu Shang,,[Unknown],shangpengxu@outlook.com,,
11088772,Inactive Investor,Stephen Smith,,Neuberger Berman BD LLC,stephen.smith@nb.com,,Salesforce
9596888,,John Sayers,,,jsayers@financialengines.com,,List import
10914749,Inactive Investor,Kevin McCarthy,Wealth Advisor,"Osaic Wealth, Inc. Wexford PA Private Residence",,,Salesforce
10810015,Inactive Investor,Raymond Bardoul,,Cetera Advisors LLC Marietta GA 3696 Largent Way NW,,,Salesforce
10646980,,Michael Faulhaber,,,mike.faulhaber@mutualofomaha.com,,List Import
10884829,Inactive Investor,Michael Pryor,,Cetera Advisor Networks LLC Scottsdale AZ 7047 E Greenway Pkwy,,,Salesforce
10435203,,kevin sarber,,,522sign@gmail.com,,Web Form Fillout
9598187,,??ng Hoài,,,dangthithuhoai@gmail.com,,List import
10837232,Inactive Investor,Ralph Munroe,Financial Advisor,LPL Financial LLC Pompano Beach FL 4171 W Hillsboro Blvd,ralph.munroe@lpl.com,,Salesforce
10820225,Inactive Investor,Ainhoa Sanchez Castro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
11111146,Inactive Investor,Robert Wade,Managing Member;Member;Regulatory Contact,W Advisors LLC,bobby@wadvisorsllc.com,,Salesforce
9549105,,Dan Wang,,,dan.wang@transamerica.com,,List import
11078015,Inactive Investor,Lee Napier,Financial Advisor,Edward Jones Fenton MI 115 Mill St,lee.napier@edwardjones.com,,Salesforce
10960964,Inactive Investor,Deborah Obenrader,Associate,Edward Jones Conneaut Lake PA 11065 State Hwy 18,,,Salesforce
335389,,Joanne Gregory,,Hutchins Canning & Company Pa,joanneg@obxcpa.com,252-261-1040,Manual List Upload
10889447,Inactive Investor,Don Fruge,Chairman,"Fruge' Capital Advisors, LLC",,,Salesforce
11163752,Inactive Investor,Stephen Smith,Financial Advisor,Edward Jones Branchville NJ 202 US Hwy 206,stephen.a.smith@edwardjones.com,,Salesforce
11058266,Inactive Investor,Ben Shumway,,Goldman Sachs & Co. Salt Lake City UT 111 S Main St,ben.shumway@gs.com,,Salesforce
37402,,Vitaliy Petrov,Financial Associate,Thrivent Investment Management Inc.,vitaliy.petrov@thrivent.com,425-467-5160,
9643105,,hfghf ghfghfg,,,pez7186@gmail.com,,List import
11200572,Inactive Investor,Jose Restrepo,Anti-Money Laundering Compliance Officer;Anti-Money Laundering Officer;Chief Compliance Officer;First Vice President,"Amerant Investments, Inc.",,,Salesforce
10930249,Inactive Investor,Alexander Rauch,,"VALIC Financial Advisors, Inc. Duluth GA 2180 Satellite Blvd",,,Salesforce
9587643,,Maria Dolores Martinez de Olcoz Cerdán,,,mdolcoz@gmail.com,,List import
9583220,,'?? '?,,,joha1000@naver.com,,List import
10806378,Inactive Investor,Kyle Curtis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11100430,Inactive Investor,David Welborn,Chief Compliance Officer;Managing Member;President,Family Legacy Planning,dwelborn@familylegacyplanning.com,,Salesforce
11141368,Inactive Investor,Andrew Nelson,Managing Partner;Member,Human Investing,andrew@humaninvesting.com,,Salesforce
9615927,,Noah Wang,,,noahwang1974@gmail.com,,List import
11188768,Inactive Investor,Elizabeth Cambareri,Branch Manager;Senior Vice President,Morgan Stanley Jacksonville FL 50 N Laura St,elizabeth.cambareri@morganstanley.com,,Salesforce
11022659,Inactive Investor,Yuqing Li,,Citigroup Global Markets Inc.,,,Salesforce
10812113,Inactive Investor,Clint Woods,,"Allstate Financial Services, LLC Independence MO 4201 S Noland Rd",a004653@allstate.com,,Salesforce
9545775,,Anthony Ettaro,,,anthony.ettaro@tfaconnect.com,,List import
10968142,Inactive Investor,Peter Thomann,Tax Director,Brave Eagle Wealth Management,,,Salesforce
11170484,Inactive Investor,Christian Carter,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",christian.carter@gwrs.com,,Salesforce
11003190,Inactive Investor,Gary Motyczka,Financial Professional,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,gary.motyczka@lpl.com,,Salesforce
11083646,Inactive Investor,Michael McCormick,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",mike.mccormick@raymondjames.com,,Salesforce
10974939,Inactive Investor,Destin Hall,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
10884646,Inactive Investor,Steven Kaufmann,Head Trader,"Wedgewood Partners, Inc.",,,Salesforce
11002012,Inactive Investor,Wilson Rimmer,Financial Associate,Thrivent Investment Management Inc. Martinsburg WV Private Residence,wayne.rimmer@thrivent.com,,Salesforce
10812545,Inactive Investor,Evette Pagan,,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,evette.pagan@primerica.com,,Salesforce
11176022,Inactive Investor,John Pavlinsky,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethlehem PA 1107 Butztown Rd",john.r.pavlinsky@ml.com,,Salesforce
10972843,Inactive Investor,Karly Davis,,J.P. Morgan Securities LLC Round Rock TX 280 University Blvd,karly.davis@jpmorgan.com,,Salesforce
10973220,Inactive Investor,Joshua Spainhour,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9605898,,Gerald Mofokeng,,,mrmofokengsg@gmail.com,,List import
9627915,,Greg Weiner,,,gregecondev@gmail.com,,List import
11134945,Inactive Investor,Ericka Butler,Practice Support Associate,Thrivent Investment Management Inc. Berlin CT 953 Farmington Ave,ericka.butler@thrivent.com,,Salesforce
10874480,Inactive Investor,John Brown,,PFS Investments Inc. Ventura CA 3875 Telegraph Rd,jbrown.eas34@primerica.com,,Salesforce
10836191,Inactive Investor,Peter Gilligan,Financial Advisor;Senior Vice President;Vice President,Morgan Stanley Red Bank NJ 20 Linden Pl,peter.gilligan@morganstanley.com,,Salesforce
11266081,Inactive Investor,Justin Ferraccio,,"SevenBridge Financial Group, LLC",jferraccio@sevenbridgefinancial.com,717-775-8661,Salesforce
11128948,Inactive Investor,Allison Reimer,,Van Clemens & Co. Incorporated,areimer@vanclemens.com,,Salesforce
10877106,Inactive Investor,Craig Korth,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",craig.korth@tfaconnect.com,,Salesforce
10756037,Inactive Investor,Gary Wei,First Vice President,Citigroup Global Markets Inc. Canyon Country CA 19100 Soledad Canyon Rd,gary.p.wei@citi.com,,Salesforce
11029578,Inactive Investor,Christopher Albright,,Cape Securities Inc. York PA 2215 E Market St,calbright@capesecurities.com,,Salesforce
10960015,Inactive Investor,Michael Kelley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10992710,Inactive Investor,Andrew Perdue,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10878115,Inactive Investor,David Snyder,Partner;Wealth Advisor,"SFM, LLC",dsnyder@sfmllc.net,,Salesforce
11118255,Inactive Investor,Valerie Nafziger,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10795227,Inactive Investor,Joy Stenehjem,Member;Partner,"Leonard Rickey Investment Advisors, P.L.L.C.",joy@erickey.com,,Salesforce
9558858,,Patrick Targete,,,ptargete@tigboston.com,,List import
11059023,Inactive Investor,Joshua Payne,,NYLIFE Securities LLC Osage City KS 410 N 9th St,jpayne@eaglestrategies.com,,Salesforce
11009952,Inactive Investor,Michael Hines,,The O.N. Equity Sales Company Milton MA Private Residence,,,Salesforce
9590019,,Nathan Facchini,,,nathan.facchini@gmail.com,,List import
9542312,,Todd Carl,,,todd.carl.tc@icloud.com,,List import
10783236,Inactive Investor,William Cobbett,,Citigroup Global Markets Inc.,,,Salesforce
10951155,Inactive Investor,Alejandro Ramos,,"Banorte Securities International, LTD.",aramos@banortesecurities.com,,Salesforce
10883383,Inactive Investor,Joseph Carpenito,Financial Advisor,Materetsky Financial Group,joseph@materetsky.com,,Salesforce
9625102,,Damang Dakwak,,,mangmgm@gmail.com,,List import
10942720,Inactive Investor,Malcolm Alexandre,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jamaica Plain MA 677 Centre St",malcolm.l.alexandre@ml.com,,Salesforce
9610767,,Tejpratap Singh,,,tejpratap27@gmail.com,,List import
10764058,Inactive Investor,Jason Neiman,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jason.neiman@ml.com,,Salesforce
10611471,,Lawrence Wilkes,"Financial Advisor, Senior Director - Investments",,larry.wilkes@opco.com,,List Import
91285,,Daniel Ehrlich,,Morgan Stanley,daniel_ehrlich@yahoo.com,9179712794,
239288,,Ritesh Patel,,[Unknown],rpatel88@me.com,,
10836350,Inactive Investor,Steven Mueller,,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,steve.mueller@ubs.com,,Salesforce
10978487,Inactive Investor,Adam Clements,Investment Advisor Representative,"IAMS Wealth Management, LLC Elkhorn NE 505 N 210th St",a.clements@iamswm.com,,Salesforce
10757328,Inactive Investor,Frank Frangella,Vice President - Investments,"Wells Fargo Clearing Services, LLC Garden City NY 1010 Franklin Ave",frank.frangella@wellsfargoadvisors.com,,Salesforce
10923215,Inactive Investor,Brianna Nichols,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 825 NE Multnomah St",brianna.nichols@ampf.com,,Salesforce
10928453,Inactive Investor,Peter Rodis,Investment Advisor Representative,"OneAmerica Securities, Inc. Auburndale MA 134 Rumford Ave",,,Salesforce
10795615,Inactive Investor,John Donohue,,"RBC Capital Markets, LLC Boston MA 225 Franklin St",john.donohue@rbc.com,,Salesforce
239779,,Bhaskar Dua,"Head, NBFI coverage",CIMB Bank,bhaskar.dua@cimb.com,,Event
9560222,,David Field,,,david.field@lfg.com,,List import
11101684,Inactive Investor,Edwin Bueno,,J.P. Morgan Securities LLC Staten Island NY 2640 Hylan Blvd,edwin.x.bueno@chase.com,,Salesforce
186428,,?? ?,,ì¢…í˜„ ì „,jonghyunchun98@gmail.com,,
9561195,,David Mire,,,david.mire@twadvisor.com,,List import
10362291,,Sanju Thomas,,,sanjuthomas1@yahoo.com,,Web Form Fillout
10854430,Inactive Investor,Eric Katzman,Co-Chief Investment Officer;Partner;Regulatory Contact,Rockingstone Advisors,eric@rockingstoneadvisors.com,,Salesforce
10991998,Inactive Investor,Arleth Cifuentes,Chief Operating Officer,Gibco Capital Advisors,acifuentes@gibcocapital.com,,Salesforce
9643706,,Al Shah,,,allegraprint@yahoo.com,,List import
11219743,,Michael Tuteral,,,mtuteral@edelmanfinancialengines.com,,Other
11083194,Inactive Investor,Tianyuan Huang,,Cetera Investment Services LLC Las Vegas NV 4711 Spring Mountain Rd,,,Salesforce
10877390,Inactive Investor,Brian McHugh,Financial Advisor,Edward Jones Marion IL 2600 Henry St,brian.mchugh@edwardjones.com,,Salesforce
11069854,Inactive Investor,Brenda Tanga,,Fidelity Brokerage Services LLC,brenda.tanga@fidelity.com,,Salesforce
9647140,,Adam Winn,,,adam.winn@lmi.com,,List import
9648115,,Chris Guttilla,,,chris.guttilla@alexbrown.com,,List import
10646472,,Cheryl Broadnax,,,cheryl.broadnax@ubs.com,,List Import
11148088,Inactive Investor,Shannon Weber,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10614833,,Riza Dekidjiev,"Director - Alternative Investments, Financial Advisor, Portfolio Management Director, Senior Vice President",,riza.dekidjiev@morganstanley.com,,List Import
9590886,,jessica wang,,,jessica@inp-capital.com,,List import
11160105,Inactive Investor,Shawn Gold,Senior Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",shawn.gold@ml.com,,Salesforce
10619701,,John Stoken,,,john.stoken@ihtwm.com,,List Import
9584495,,Thomas Hamilton,,,thomas.hamilton@hobartfinancialgroup.com,,List import
10941473,Inactive Investor,Micah Carter,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,micah.carter2@edwardjones.com,,Salesforce
11155101,Inactive Investor,Jeffrey Bolling,,B. Riley Wealth Management,jeffbolling@brileywealth.com,,Salesforce
10612663,,Lawrence Sangirardi,Financial Advisor,,lawrence.d.sangirardi@ampf.com,,List Import
10858501,Inactive Investor,Josephine Pemberton,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,jpemberton@ft.newyorklife.com,,Salesforce
10823908,Inactive Investor,Mark Doyle,Founding Partner,Clement Street Capital LLC,mark@clementstreetcapital.com,,Salesforce
11212127,Inactive Investor,Samuel Brinkman,Compliance Analyst,Robert W. Baird & Co. Incorporated,sbrinkman@rwbaird.com,,Salesforce
10899133,Inactive Investor,Austin Oshea,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",austin.oshea@ml.com,,Salesforce
11197111,Inactive Investor,Jason Taylor,Vice President;Wealth Advisor,Farther Thornton CO Private Residence,,,Salesforce
10994422,Inactive Investor,Bruce Singkhaophet,,"Empower Financial Services, Inc Woodinville WA Private Residence",bruce.singkhaophet@empower.com,,Salesforce
10882552,Inactive Investor,Bradden Kluesner,Financial Advisor,Edward Jones Peachtree Corners GA 40 Technology Pkwy S,brad.kluesner@edwardjones.com,,Salesforce
9552531,,Anders Mäkitalo,,,anders.makitalo@gmail.com,,List import
10973195,Inactive Investor,Joseph Beckett,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10951054,Inactive Investor,Chad Basel,,"Principal Securities, Inc.",basel.chad@principal.com,,Salesforce
10800942,Inactive Investor,David Jacobs,Financial Advisor;Senior Vice President,Morgan Stanley Middleton MA 35 Village Rd,david.h.jacobs@morganstanley.com,,Salesforce
11175940,Inactive Investor,Jerome Zitzmann,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",jerry.zitzmann@stifel.com,,Salesforce
11236529,Inactive Investor,Eric Schierhorn,Private Wealth Advisor,Abbey Street,eschierhorn@abbeystreet.com,,Salesforce
10944975,Inactive Investor,Eric Gould,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,eric_gould@vanguard.com,,Salesforce
10800215,Inactive Investor,Evan Dangel,Director - Alternative Investments;Managing Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Wellesley Hills MA 112 Worcester St,evan.k.dangel@morganstanley.com,,Salesforce
111391,,Sarah Gaume,,Federated Service Solutions,sarahbella05@yahoo.com,7348347004,
11157746,Inactive Investor,Robert Capito,,"Osaic Wealth, Inc. Weirton WV 200 Ivy St",rcapito@royalaa.com,,Salesforce
10860244,Inactive Investor,Robert Hesler,,PFS Investments Inc. Lake Worth FL 6143 Lake Worth Rd,robert.hesler@primerica.com,,Salesforce
10658273,,Carilyn Hoalt,,,carilyn.kemph@bernstein.com,,List Import
10863203,Inactive Investor,Frank Carpentiere,Financial Advisor,Edward Jones Smithtown NY 222 E Middle Country Rd,frank.carpentiere@edwardjones.com,,Salesforce
10785388,Inactive Investor,Jessica Cox,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rehoboth Beach DE 18949 Coastal Hwy",jessica_paul@ml.com,,Salesforce
10980920,Inactive Investor,Brian Scaletta,,"Avantax Investment Services, Inc. Johnstown PA 121 Langhorne Ave",,,Salesforce
11160650,Inactive Investor,Bryce Carey,Chief Compliance Officer;Chief Operations Officer;Founding Partner;Partner,"NorthLanding Financial Partners, LLC",bryce@northlandingfp.com,,Salesforce
150301,,Irving Baez,,[Unknown],irvingbaezg@gmail.com,,Webinar
9577261,,Tray Wiltse,,,tray@integratedwealthkc.com,,List import
10826485,Inactive Investor,Donald Tensfeldt,,Newbridge Securities Corporation,dtensfeldt@newbridgesecurities.com,,Salesforce
10927011,Inactive Investor,Vicky Anson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9595009,,Richard Konst,,,rkonst@afinancial.com,,List import
11166019,Inactive Investor,Jenna Beaver,Client Specialist,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,jbeaver@rwbaird.com,,Salesforce
11052867,Inactive Investor,Leonardo Zraick,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,leonardo.zraick@ubs.com,,Salesforce
9631190,,Sushruth Madyalamajalu,,,sushruth@live.com,,List import
11132735,Inactive Investor,Brian Pedey,Associate Vice President;Portfolio Manager;Senior Financial Advisor,D.A. Davidson & Co. Spokane WA 601 W Riverside Ave,btpedey@dadco.com,,Salesforce
11112919,Inactive Investor,Levi Larsen,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Campbell CA 900 E Hamilton Ave",llarsen@beaconpointe.com,,Salesforce
345536,,Lloyd Thompson,"Senior Managing Partner, vice Chairman",Wp Global Partners Llc,lthompson@wpglobalpartners.com,312-277-1300,Manual List Upload
11135536,Inactive Investor,Robert Dudek,Resident Director;Senior Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",robert.dudek@ml.com,,Salesforce
11110046,Inactive Investor,Timothy Weitzel,Chief Compliance Officer;Owner;President,"Weitzel Financial Services, Inc.",,,Salesforce
333611,,Tanya Thomasson,,Mercer Global Advisors Inc.,tthomasson@merceradvisors.com,(314) 726-0600,
10786462,Inactive Investor,Susan Zimmerman,Co-Founder;Program Director;Vice President,Mindful Asset Planning,susan@mindfulplanning.com,,Salesforce
10824469,Inactive Investor,Richard Wholey,Family Wealth Advisor;Managing Director,Robert W. Baird & Co. Incorporated Sarasota FL 5259 S Tamiami Trl,rwholey@rwbaird.com,,Salesforce
10487904,,Richard Chafey,Managing Director,Commerce Street Investment Management,rchafey@cstreetcap.com,,List Import
10719747,,Damicheal Thurman,,,mikealthurma@gmail.com,,Web Form Fillout
11055825,Inactive Investor,Les Hunzinger,Financial Advisor,"Osaic Wealth, Inc. Woodridge IL Private Residence",lhunzinger@royalaa.com,,Salesforce
11110819,Inactive Investor,Jing Li,,"Transamerica Financial Advisors, Inc Piscataway NJ 200 Centennial Ave",,,Salesforce
10615038,,Zachary Deschaine,"Associate Vice President, Financial Advisor",,zachary.deschaine@morganstanley.com,,List Import
11189455,Inactive Investor,Molly Plissner,,Goldman Sachs & Co.,,,Salesforce
11205502,Inactive Investor,Elky Mendoza Lopez,,J.P. Morgan Securities LLC Spring TX 2133 Rayford Rd,elky.a.mendoza@jpmorgan.com,,Salesforce
9556208,,James Graham,,,jay.graham@lfg.com,,List import
10999181,Inactive Investor,Andrew Nothstine,Investment Advisor Representative;Preferred Program Specialist,"Fifth Third Securities, Inc. Fairborn OH 1095 E Dayton Yellow Springs Rd",andrew.nothstine@53.com,,Salesforce
10845334,Inactive Investor,Gary Smith,Chief Compliance Officer;Managing Member,"Millenia Financial Partners, LLC Basking Ridge NJ 54 Dickinson Rd",,,Salesforce
9595612,,Luis Ayala,,,luis@bakerstreetadvisors.com,,List import
9604222,,Jhon Konsa,,,jhon19@gmail.com,,List import
10945115,Inactive Investor,Heather Sweatman,,"Empower Financial Services, Inc Olathe KS Private Residence",heather.sweatman@empower.com,,Salesforce
9568978,,DR Rao,,,drraoim@gmail.com,,List import
10886086,Inactive Investor,Julie Carter,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,julie.moore@fidelity.com,,Salesforce
11025582,Inactive Investor,Matthew Roth,,Jefferies LLC,mroth@jefferies.com,,Salesforce
10970631,Inactive Investor,Zachary Masciantonio,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,zachary.masciantonio@jpmorgan.com,,Salesforce
10877381,Inactive Investor,Kory Klosterman,Financial Advisor,Edward Jones Fort Wayne IN 5530 Saint Joe Rd,kory.klosterman@edwardjones.com,,Salesforce
11115538,Inactive Investor,Charles Smith,,"Wells Fargo Advisors Financial Network, LLC Bozeman MT 105 E Oak St",charles.p.smith@wellsfargoadvisors.com,,Salesforce
189611,,Nolan Astrein,,[Unknown],nastrein@gmail.com,,source
10982928,Inactive Investor,Heidi Parkhill,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ojai CA Private Residence",heidi.parkhill@tiaa.org,,Salesforce
11180853,Inactive Investor,John Mitchell,Private Banker,Citigroup Global Markets Inc. San Francisco CA 1 Market St,john.mitchell@citi.com,,Salesforce
10644467,,Michael Grant,,,mgrant@williamblair.com,,List Import
11208271,Inactive Investor,Bruce Kleindienst,Associate,Thrivent Investment Management Inc. Newfoundland NJ 2920 State RT 23,bruce.kleindienst@thrivent.com,,Salesforce
10794568,Inactive Investor,Christine Boyd,,"RBC Capital Markets, LLC El Dorado Hills CA 4944 Windplay Dr",christine.boyd@rbc.com,,Salesforce
9607672,,Robert Kay,,,robkay01@gmail.com,,List import
10929872,Inactive Investor,Paul Evans,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
350186,,Brownie Cordell,Senior Wealth Manager,"Kiely Wealth Advisory Group, Inc.",bcordell@thekielygroup.com,252-439-1888,Manual List Upload
104831,,Daniel Baumgartner,"Member, Chief Compliance Officer",Terra Nova Asset Management Llc,baumgartner@terranovausa.com,212-355-1234,Manual List Upload
11132994,Inactive Investor,Dean Rosko,Financial Consultant,"Equitable Advisors, LLC Clearwater FL 2189 Cleveland St",dean.rosko@equitable.com,,Salesforce
11097656,Inactive Investor,James Spiegelberg,,"Avantax Investment Services, Inc. Milwaukee WI 11933 W Burleigh St",james.spiegelberg@avantax.com,,Salesforce
372978,,Isaiah Aldrish,,[Unknown],ialdrish@gmail.com,,source
10823268,Inactive Investor,Pamela Rosenfeld,,Henley & Company LLC,prosenfeld@henleyandcompany.com,,Salesforce
10810357,Inactive Investor,John Fitzgerald,Assistant Vice President;Wealth Management Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,john.e.fitzgerald@morganstanley.com,,Salesforce
11014770,Inactive Investor,Clinton Sampson,,Key Investment Services LLC Salt Lake City UT 5625 S Van Winkle Expy,clinton.sampson@key.com,,Salesforce
10894033,Inactive Investor,Zachery Rogers,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,zachery.rogers@fidelity.com,,Salesforce
10849600,Inactive Investor,Tim Spinker,Financial Advisor,"Pruco Securities, LLC. Rockford IL 5301 E State St",timothy.spinker@prudential.com,,Salesforce
10944983,Inactive Investor,Vanessa Acevedo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
177726,,David Reichle,Managing Director And Chief Compliance Officer,Rain Capital Management,david@raincapital.com, +1 503 822 1700,Manual List Upload
11008525,Inactive Investor,Jacob Saperstein,,"Transamerica Financial Advisors, Inc Port Jefferson Station NY 200 Wilson St",jacob.saperstein@tfaconnect.com,,Salesforce
10990522,Inactive Investor,Michael Rickerby,,"Wells Fargo Clearing Services, LLC Cary NC 998 High House Rd",,,Salesforce
142265,,Brian Mallette,"Member, Senior Financial Advisor",HBKS Wealth Advisors,bmallette@hbkswealth.com,239-919-1268,
10615349,,Mark Newman,"Financial Advisor, Senior Portfolio Management Director, Senior Vice President",,mark.newman@morganstanley.com,,List Import
11056225,Inactive Investor,Tanner Phelps,Paraplanner,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",tanner.phelps@ampf.com,,Salesforce
11015528,Inactive Investor,Alexis Guerra,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,aaguerra@ft.newyorklife.com,,Salesforce
11123669,Inactive Investor,Samantha Patron,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",samantha.patron@ml.com,,Salesforce
9567535,,John Shiller,,,jshiller6@gmail.com,,List import
9610875,,Ola Fund,,,ad5809010@gmail.com,,List import
10877505,Inactive Investor,Elisabeth Talbot,Managing Director;Senior Wealth Advisor,"The Colony Group, LLC",ltalbot@thecolonygroup.com,,Salesforce
10759394,Inactive Investor,John Dailey,,Goldman Sachs & Co.,j.dailey@gs.com,,Salesforce
9577404,,valisha Moananu,,,valishamoananu@gmail.com,,List import
10869166,Inactive Investor,Mary Rilley,,LPL Financial LLC Utica MI 7669 Auburn Rd,mary.rilley@lpl.com,,Salesforce
10815032,Inactive Investor,Dante Cambria,Financial Advisor,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,dante.cambria@morganstanley.com,,Salesforce
9607910,,Jessica Enot,,,je@universa.net,,List import
10956072,Inactive Investor,Nicholas Olson,Financial Advisor,"RBC Capital Markets, LLC Saint Paul MN 520 Hwy 96 W",,,Salesforce
10919068,Inactive Investor,Theodore Erickson,,Cetera Advisors LLC Las Vegas NV Private Residence,ted.erickson@ceteraadvisors.com,,Salesforce
199132,,Jamil Salman,President,JS Expedite Transport,jsalman@jsexpedite.com,,product
6279240,,Given Mazibuko,,,givenm2@gmail.com,,Web form fillout
10973849,Inactive Investor,Nelson Cintron Rodriguez,Wealth Advisor,ATON Financial LLC San Juan 1590 Ave Ponce de Leon,ncintron@atonfinancial.com,,Salesforce
11179038,Inactive Investor,Jonathan Richard,,"Transamerica Financial Advisors, Inc Dayton OH Private Residence",jonathan.richard@tfaconnect.com,,Salesforce
9629011,,Dmitry alekseevich,,,av_gust@yahoo.com,,List import
10989483,Inactive Investor,Rita Hollingsworth,,"Bankers Life Securities, Inc. Sarasota FL 301 N Cattlemen Rd",rita.hollingsworth@bankerslife.com,,Salesforce
11184919,Inactive Investor,Conner Jackson,,Emerson Equity LLC Englewood CO 9250 E Costilla Ave,,,Salesforce
11124569,Inactive Investor,John Reagan,,"Western International Securities, Inc. Waxahachie TX 100 Chambers Cir",,,Salesforce
10930924,Inactive Investor,Jimmy Hsu,,"Allstate Financial Services, LLC Walnut CA 20311 Valley Blvd",jimmyhsu@allstate.com,,Salesforce
194577,,Anthony Zleh,,[Unknown],zlehanthony@gmail.com,,source
352503,,Joyce Dawe,Associate,Curbstone Financial Management Corp.,jdawe@curbstonefinancial.com,603-624-8462,Manual List Upload
10758375,Inactive Investor,Mark Forkey,Senior Investment Advisor,"Sageview Advisory Group, LLC Boston MA 114 State St",mforkey@sageviewadvisory.com,,Salesforce
11149257,Inactive Investor,Todd Frattura,Branch Manager,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",todd.frattura@ampf.com,,Salesforce
11036658,Inactive Investor,Calhan Shanks,,J.P. Morgan Securities LLC Louisville KY 10419 Watterson Trl,calhan.shanks@jpmorgan.com,,Salesforce
10974351,Inactive Investor,Michael Rosero,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",michael.rosero@prudential.com,,Salesforce
9547465,,jonatan augusto ville lubian,,,vipscalpbtc@gmail.com,,List import
11114096,Inactive Investor,Michael Sandy,,"Citizens Securities, Inc. Dover DE 779 N Dupont Hwy",,,Salesforce
11031040,Inactive Investor,Prashant Ravani,,"Pensionmark Securities, LLC",pete.ravani@pensionmark.com,,Salesforce
10840163,Inactive Investor,David Carter,Financial Advisor,Edward Jones Cypress TX 12361 Barker Cypress Rd,david.w.carter@edwardjones.com,,Salesforce
11104429,Inactive Investor,Kory Helms,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10931121,Inactive Investor,Robert Dougherty,,"Arete Wealth Management, LLC Carmel NY 95 Gleneida Ave",robert.dougherty@aretewealth.com,,Salesforce
9617384,,Philip Caravella,,,phil.626670@gmail.com,,List import
373955,,Tejinder Virk,,[Unknown],tejinder@virkinvestments.com,,source
11238426,Inactive Investor,Kelly Murray,,"Oder Investment Management, LLC",kmurray@oderllc.com,,Salesforce
10488610,,David Singer,"Board Member, Founder, CEO",Maverick Capital Ltd,david.singer@maverickcap.com,,List import
248832,,Aaron Fleishman,Student,IE Business School,fleishmanaaron@gmail.com,,Manual List Upload
11099731,Inactive Investor,Gregory Grimshaw,Financial Advisor,Edward Jones Pinehurst NC 293 Olmsted Blvd,greg.grimshaw@edwardjones.com,,Salesforce
10955677,Inactive Investor,Gregory Napolitano,,"Ameritas Investment Company, LLC Matawan NJ 750 State Rte 34",gnapolitano@ameritas.com,,Salesforce
10994540,Inactive Investor,Wyatt Buller,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
10604454,,Aaron Grahlman,Financial Advisor,Strategic Financial,agrahlman@thestrategicfinancial.com,4178233810,List Import
11121292,Inactive Investor,Victor Meyerowitz,,LPL Financial LLC Louisville KY 9710 Park Plaza Ave,victor.meyerowitz@lpl.com,,Salesforce
11080218,Inactive Investor,Alexander Lamont,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",alexander.lamont@ml.com,,Salesforce
10840431,Inactive Investor,James Cannon,,Snowden Account Services LLC Chicago IL 151 N Franklin St,jcannon@snowdenlane.com,,Salesforce
10837143,Inactive Investor,David Vanbuskirk,Financial Advisor,Edward Jones Colleyville TX 6500 Colleyville Blvd,,,Salesforce
11102622,Inactive Investor,Jessie Chen,Registered Associate;Specialist,"Western International Securities, Inc.",jessie@wisdirect.com,,Salesforce
11035514,Inactive Investor,Stephen Neeley,Chief Compliance Officer;President;Shareholder,Harold Dance Investments,steve@harolddance.com,,Salesforce
9578759,,Scott Glasser,,,sglasser@clearbridge.com,,List import
10918395,Inactive Investor,Margaret Esposito,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",margaret.esposito@nm.com,,Salesforce
11180962,Inactive Investor,Lawrence Panariello,,NYLIFE Securities LLC Lake Ronkonkoma NY Private Residence,lpanariello@ft.newyorklife.com,,Salesforce
10767899,Inactive Investor,John Eyerman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,john.eyerman@ubs.com,,Salesforce
10891460,Inactive Investor,James Olson,,Country Capital Management Company Cannon Falls MN 1141 4th St S,james.olson@countryfinancial.com,,Salesforce
11217694,,Daniel Sullivan,,,dsullivan@shearmanralston.com,,List Import
11186552,Inactive Investor,Jesus Teran,,J.P. Morgan Securities LLC Buckeye AZ 1240 S Watson Rd,jesus.teran@jpmorgan.com,,Salesforce
10930977,Inactive Investor,Alexander Bender,,Commonwealth Financial Network Dedham MA 980 Washington St,abender@commonwealth.com,,Salesforce
11022804,Inactive Investor,Karina Madrigal,,J.P. Morgan Securities LLC Palmdale CA 1261 W Rancho Vista Blvd,karina.madrigal@jpmorgan.com,,Salesforce
11020478,Inactive Investor,Mellissa Varney,,J.P. Morgan Securities LLC Peoria AZ 28523 N El Mirage Rd,mellissa.varney@jpmorgan.com,,Salesforce
11141463,Inactive Investor,Chris Barnish-Zusin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",chris_barnish@ml.com,,Salesforce
11120756,Inactive Investor,Trevor Kimbro,Financial Advisor,Edward Jones Torrance CA 3625 Del Amo Blvd,trevor.kimbro@edwardjones.com,,Salesforce
10863342,Inactive Investor,Lacey Buteyn,,"Kingswood Capital Partners, LLC",,,Salesforce
10972276,Inactive Investor,Douglas Marcello,,"Core Wealth Management, Inc.",douglas@core-wm.com,,Salesforce
8787251,,Muhammad Nauman Shamus,,,muhammednauman250@gmail.com,,Web form fillout
10644625,,Salamat Elahi,,,rocky.elahi@tfaconnect.com,,List Import
9545265,,Jonathan Elfin,,,jon.elfin@lfg.com,,List import
11155323,Inactive Investor,Yari Baldrich,Associate Banker,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,yari.baldrich@jpmorgan.com,,Salesforce
10943622,Inactive Investor,Amanda-Lee Mcelroy,,Fidelity Brokerage Services LLC,,,Salesforce
11057518,Inactive Investor,Katlyn Berrettini,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11070665,Inactive Investor,Walter Hull,Financial Advisor,"Northwestern Mutual Investment Services, LLC Baton Rouge LA 1 Smart Way",walter.hull@nm.com,,Salesforce
11161175,Inactive Investor,Anwesha Basu,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,anwesha_basu@vanguard.com,,Salesforce
10943654,Inactive Investor,James Maimone,,Purshe Kaplan Sterling Investments Red Bank NJ 1 Harding Rd,jmaimone@pksinvest.com,,Salesforce
10487346,,Toni Alexander,Regional Vice President,PFS Investments Inc.,toni.alexander@primerica.com,,List Import
11074379,Inactive Investor,David Tolson,President,Arete Advisors,david.tolson@arete-advisors.net,,Salesforce
11123480,Inactive Investor,David Gwidt,,"Raymond James & Associates, Inc. Racine WI 245 Main St",dave.gwidt@raymondjames.com,,Salesforce
11078542,Inactive Investor,Michael Vowels,,"Farmers Financial Solutions, LLC Tulsa OK 9673 Riverside Pkwy",mvowels@farmersagent.com,,Salesforce
352336,,Jeffrey Casson,"Investment Director, Global Emerging Markets",Martin Currie Inc,jcasson@martincurrie.com,441-312-295252,Manual List Upload
9541038,,Jeremy Piwnicki,,,jeremy.j.piwnicki@morganstanley.com,,List import
9550960,,Anthony Chaves,,,anthony@verniercapital.com,,
11157304,Inactive Investor,Richard Karger,Chairman;Chief Executive Officer,Rothschild Investment LLC,rkarger@rothschildinv.com,,Salesforce
11134610,Inactive Investor,Eric Dyer,,NYLIFE Securities LLC Berwick ME Private Residence,edyer@ft.newyorklife.com,,Salesforce
10762321,Inactive Investor,Michael McCall,,B. Riley Wealth Management Bryn Mawr PA 610 Old Lancaster Rd,mmcall@brileywealth.com,,Salesforce
11231869,Inactive Investor,William Schumacher,,Fidelity Brokerage Services LLC,,,Salesforce
10951481,Inactive Investor,Cameron Rindal,,NYLIFE Securities LLC Missoula MT 3700 S Russell St,cjrindal@ft.newyorklife.com,,Salesforce
10996571,Inactive Investor,Raymond Blanar,,"MML Investors Services, LLC Canton GA Private Residence",,,Salesforce
11103626,Inactive Investor,Ryan Morris,Financial Advisor,LPL Financial LLC Boise ID 250 W Bobwhite Ct,ryan.morris@lpl.com,,Salesforce
10924859,Inactive Investor,John Lee,,LPL Financial LLC Fort Worth TX Private Residence,,,Salesforce
11187653,Inactive Investor,Mahmoud Amer,,J.P. Morgan Securities LLC McLean VA 1300 Chain Bridge Rd,mahmoud.amer@jpmorgan.com,,Salesforce
372404,,Jeremy Blum,,United States,jeremy.blum@gmail.com,,Salesforce
10943747,Inactive Investor,Miguel Solorzano,,"Allstate Financial Services, LLC Santa Ana CA 1535 E 17th St",miguelsolorzano@allstate.com,,Salesforce
197263,,Debby Wu,Investment Manager,Timeless Investment Management Limited,debbywu@timelessinvest.com,,Organic Search
10788649,Inactive Investor,William Kuykendall,,"Ameritas Investment Company, LLC Panama City Beach FL Private Residence",wkuykendall@ameritas.com,,Salesforce
11139588,Inactive Investor,Rick Danielowski,,"Raymond James Financial Services, Inc. York PA 120 Pine Grove Cmns",rick.danielowski@raymondjames.com,,Salesforce
11195726,Inactive Investor,Seth Gansman,Financial Advisor,"Ameriprise Financial Services, LLC Blue Bell PA 790 Penllyn Blue Bell Pike",seth.gansman@ampf.com,,Salesforce
10892264,Inactive Investor,Joshua Hemming,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",joshua.r.hemming@wellsfargo.com,,Salesforce
11086243,Inactive Investor,Kevin Tinkle,Financial Advisor,D.A. Davidson & Co. Oklahoma City OK 1601 NW Expy,ktinkle@dadco.com,,Salesforce
225185,,Robert Erickson,,[Unknown],rerick4135@aol.com,,
10790779,Inactive Investor,William Schafer,,NYLIFE Securities LLC Oxford OH 5995 Fairfield Rd,wschafer@ft.newyorklife.com,,Salesforce
10995190,Inactive Investor,Matthew Nieves,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11030274,Inactive Investor,James Bartley,,GWN Securities Inc. Fort Wayne IN 3945 Parnell Ave,jbartley@gwnsecurities.com,,Salesforce
10755778,Inactive Investor,Casey Orourke,Wealth Advisor,LPL Financial LLC The Villages FL 910 Old Camp Rd,casey.orourke@lpl.com,,Salesforce
11203075,Inactive Investor,Tarun Mehta,Chief Compliance Officer;President,"Eaglestone Wealth Advisors, Inc.",tmehta@estwa.com,,Salesforce
11104708,Inactive Investor,Sidney Polk,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,sidney.polk@fmr.com,,Salesforce
10913395,Inactive Investor,Alex Winslow,Chief Executive Officer;Co-Founder;Founder;Wealth Strategist,"Harvester Wealth, LLC",alex@harvesterwealth.com,,Salesforce
9560395,,Mary Ubik,,,mubik@williamblair.com,,List import
10648159,,Erik Morin,,,erik@kingstonecp.com,,List Import
9582083,,Melissa Johnson,,,johnsonm@jgua.com,,List import
10696041,,Haitham Al-Sayed,,SATURNA BROKERAGE SERVICES INC,has@saturna.com,,List Import
235822,, -,,[[Unknown]],elvisalva1@gmail.com,,Paid Search
11086224,Inactive Investor,Gerard Coraggio,,Cetera Advisor Networks LLC Staten Island NY 3845 Richmond Ave,,,Salesforce
11080754,Inactive Investor,Thomas Cilento,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",thomas.cilento@ml.com,,Salesforce
11077848,Inactive Investor,Christina Wade,,Citigroup Global Markets Inc. Dallas TX 2001 Ross Ave,,,Salesforce
11083231,Inactive Investor,Jing Lu,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",jing.lu@globalinkusa.com,,Salesforce
11265267,,Jaime Grant,,,ahavarivka1977@gmail.com,,Web Form Fillout
10785713,Inactive Investor,Ryan Butt,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,ryan.butt@fidelity.com,,Salesforce
10925606,Inactive Investor,Nicholas Kricker,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10980318,Inactive Investor,Zachary Clark,Business Banking Specialist;Wealth Advisor,"Northwest Wealth Management, LLC Fort Dodge IA 10 N 29th St",,,Salesforce
11074931,Inactive Investor,Spencer Pena,Financial Advisor,Morgan Stanley Eureka CA 2421 Buhne St,spencer.pena@morganstanley.com,,Salesforce
9642624,,Ellen Hildebrand,,,hildy2423@gmail.com,,List import
9551074,,Travis Hanson,,,travis@saratogarim.com,,List import
10596330,,Brent Young,,,brent.young@raymondjames.com,,Web Form Fillout
1006292,Inactive Investor,John Toshack,,APQ Global,john.toshack@apqglobal.com,,3rd Party Lead Gen
9894313,,Miguel Cedillo,,,miguel.cedillo@fundingfast.io,,Web form fillout
340420,,Nathan Douglas,Associate,"New Water Capital, L.p.",ndouglas@newwatercap.com,561-235-7310,Manual List Upload
11004405,Inactive Investor,Pete McDevitt,,"Brokers International Financial Services, LLC. Urbandale IA 2987 100th St",pmcdevitt@brokersifs.com,,Salesforce
11045852,Inactive Investor,Jeffrey Myers,,"Osaic Wealth, Inc. Lakeville MN 10880 175th Ct W",,,Salesforce
10893813,Inactive Investor,Janet Bishop,,J.P. Morgan Securities LLC Stockbridge GA 440 Country Club Dr,janet.a.roller@jpmorgan.com,,Salesforce
9604220,,Anthony Miller,,,amiller130@yahoo.com,,List import
11004595,Inactive Investor,Mauricio Leyva,,VectorGlobal WMG,,,Salesforce
11175743,Inactive Investor,Jeffrey Varisco,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10585619,,Ash Cooper,,,ashbcooper@gmail.com,0497006055,Web Form Fillout
9596384,,Bimarsh Sharma,,,bimarshsharma101@gmail.com,,List import
10611969,,Anthony Amalfitano,Financial Advisor,,tony.amalfitano@voya.com,,List Import
229655,, -,,[[Unknown]],rlukey938@gmail.com,,
9642879,,Wee Cheng,,,wee_cheng@hotmail.com,,List import
10787929,Inactive Investor,Edward McDermott,Vice President,"Principal Securities, Inc. Grosse Pointe Farms MI Private Residence",mcdermott.ted@principal.com,,Salesforce
9546487,,Donald Garcia,,,pfg@lfg.com,,List import
11072643,Inactive Investor,Taylor Robinson,,Morgan Stanley Alpharetta GA 3 Edison Dr,taylor.robinson@morganstanley.com,,Salesforce
11164752,Inactive Investor,Christopher Pellegrini,Financial Professional Associate,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",christopher.pellegrini@prudential.com,,Salesforce
11163805,Inactive Investor,Kelly Ellis,Financial Advisor,Edward Jones Corpus Christi TX 500 N Shoreline Blvd,kelly.ellis@edwardjones.com,,Salesforce
11147622,Inactive Investor,Joseph Andreoli,Managing Director,"Raymond James & Associates, Inc. Hackensack NJ 401 Hackensack Ave",joseph.andreoli@raymondjames.com,,Salesforce
10893781,Inactive Investor,Pedro Quintanilla-Dieck,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9625557,,Harmjan Schuurman,,,h.j.schuurman@mac.com,,List import
9583675,,Mark Lazarczyk,,,mlazarczyk@hviaonline.com,,List import
10770241,Inactive Investor,Jane Chen,Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Burlingame CA 1435 Burlingame Ave",jane.chen@wellsfargo.com,,Salesforce
11117963,Inactive Investor,Daniel Huelsman,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,daniel.huelsman@fidelity.com,,Salesforce
10845759,Inactive Investor,Jay Leman,Financial Advisor,"Ameriprise Financial Services, LLC Crystal Lake IL 521 Devonshire Ln",jay.r.leman@ampf.com,,Salesforce
5357780,,Michael McGee,,,mcgeemichael995@gmail.com,3605360578,Web Form Fillout
11036979,Inactive Investor,Lynda Kommel-Browne,Private Wealth Advisor,Round Rock Advisors LLC,lkommelbrowne@roundrockadvisors.com,,Salesforce
9635305,,Bernard Colson,,,bernard.colson@opco.com,,List import
11022277,Inactive Investor,Anthony Parrish,,LPL Financial LLC Baxter MN 14275 Golf Course Rd,anthony.parrish@lpl.com,,Salesforce
10889554,Inactive Investor,Donald Doungpanya,Chief Compliance Officer;Chief Investment Advisor;Executive Partner;Founder,Salt Capital Management,,,Salesforce
10763924,Inactive Investor,Patrick Beale,Complex Risk Officer,Morgan Stanley Atlanta GA 5565 Glenridge Connector,patrick.beale@morganstanley.com,,Salesforce
11122162,Inactive Investor,Robert Adams,Financial Advisor,Edward Jones North Adams MA 71 Main St,rob.adams@edwardjones.com,,Salesforce
10768911,Inactive Investor,Andrew Devito,Financial Advisor;Portfolio Management Director;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,andrew.devito@morganstanley.com,,Salesforce
10864345,Inactive Investor,Hani Istanbouli,Financial Advisor,"Pruco Securities, LLC. Strongsville OH Private Residence",hani.istanbouli@prudential.com,,Salesforce
11006324,Inactive Investor,Becky Hamilton,Branch Operations Manager;Director,UBS Financial Services Inc. Scottsdale AZ 14624 N Scottsdale Rd,becky.hamilton@ubs.com,,Salesforce
10971870,Inactive Investor,Sherron Jones,,PFS Investments Inc. San Diego CA 3838 Camino Del Rio N,sherron.jones@primerica.com,,Salesforce
10828874,Inactive Investor,Luis Quinones Escobar,,"Osaic FS, Inc. San Juan PR 654 Ave Munoz Rivera",,,Salesforce
10969674,Inactive Investor,Braden Blackford,Account Executive,Fisher Investments,,,Salesforce
11035770,Inactive Investor,Nicholas Rossi,Associate Vice President;Financial Advisor;Portfolio Manager,Morgan Stanley Jackson MI 3101 Spring Arbor Rd,nick.rossi@morganstanley.com,,Salesforce
8509742,,Jang wook Lee,,,jay6.lee@gmail.com,,Web Form Fillout
11182155,Inactive Investor,Scott Aronowitz,,UBS Financial Services Inc.,,,Salesforce
10887560,Inactive Investor,Retha Hagood,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 198 Narrows Dr",retha.hagood@wfafinet.com,,Salesforce
76230,,David Hallmark,Financial Advisor,"SunTrust Advisory Services, Inc.",david.hallmark@suntrust.com,931-371-3139,
10872037,Inactive Investor,Kevin Mcmann,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10853966,Inactive Investor,Jason Weaver,Financial Advisor;Managing Member;Managing Partner,"Weaver Consulting Group, LLC",jason@weaverconsultinggroup.com,,Salesforce
10973873,Inactive Investor,David Mangus,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11101823,Inactive Investor,Josephine Prokop,,J.P. Morgan Securities LLC East Setauket NY 1395 Rte 25A,josephine.prokop@jpmorgan.com,,Salesforce
11142391,Inactive Investor,Katelyn Hannington,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,katelyn.hannington@jpmorgan.com,,Salesforce
10822200,Inactive Investor,William McConnell,,"Raymond James Financial Services, Inc. Coral Springs FL 11776 W Sample Rd",bill.mcconnell@raymondjames.com,,Salesforce
10904340,Inactive Investor,Nancy McGee,,"MML Investors Services, LLC Hartsville SC 546 W Carolina Ave",nmcgee@massmutual.com,,Salesforce
11006736,Inactive Investor,Justine Juneau,,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,,,Salesforce
10982668,Inactive Investor,Douglass Paine,,Cetera Advisor Networks LLC Saint Paul MN 400 Robert St N,,,Salesforce
10789183,Inactive Investor,Troy Thompson,,"First Heartland Capital, Inc. Boone IA 1213 S Marshall St",,,Salesforce
10648416,,Joshua Blain,,,joshua.blain@fidelity.com,,List Import
10860897,Inactive Investor,Kevin Powers,,"P.J. Robb Variable, LLC Fort Myers FL 3949 Evans Ave",,,Salesforce
11031655,Inactive Investor,Christopher Larson,Financial Advisor,"Northwestern Mutual Investment Services, LLC Denver CO 707 17th St",chris.larson@nm.com,,Salesforce
10963825,Inactive Investor,Erin Hoffman,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
9614245,,Melvin Lee,,,melvinlee808@gmail.com,,List import
10878974,Inactive Investor,Gerald Head,,State Farm VP Management Corp.,,,Salesforce
350637,,Dan Mohoney,Senior Vice President,360 Financial,dmahoney@360financial.net,952-542-8900,Manual List Upload
11143096,Inactive Investor,Luke Chauncey,,"Stifel, Nicolaus & Company, Incorporated Gainesville FL 2770 NW 43rd St",,,Salesforce
11085403,Inactive Investor,Daniel Barnhart,,State Farm VP Management Corp. Fort Collins CO 1136 E Stuart St,danny.barnhart.j5a8@statefarm.com,,Salesforce
9580117,,Robert Grundstein,,,rgrundstein@sabbymanagement.com,,List import
10975145,Inactive Investor,Matthew Radmacher,,"Allstate Financial Services, LLC Sacramento CA 3465 American River Dr",matthewradmacher@allstate.com,,Salesforce
10851545,Inactive Investor,Jesse Fink,Co-Founder;Member;Non-Executive Chairman,MissionPoint Partners LLC Westport CT 1135 Post Rd E,jfink@mppgrp.com,,Salesforce
10940517,Inactive Investor,Timothy Bellew,,Vanguard Marketing Corporation,timothy_bellew@vanguard.com,,Salesforce
10899834,Inactive Investor,Michael Powers,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",michael.powers@schwab.com,,Salesforce
10795470,Inactive Investor,Bruce Loder,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Mequon WI 1249 W Liebau Rd",,,Salesforce
10612201,,Steven Bayardelle,Financial Advisor,,steve.bayardelle@raymondjames.com,,List Import
10892865,Inactive Investor,Trisha Brown,,"Cambridge Investment Research, Inc. Glenview IL 1701 E Lake Ave",,,Salesforce
11096739,Inactive Investor,John Vandenberg,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,john.vandenberg@fmr.com,,Salesforce
10808291,Inactive Investor,Stacey Knecht,,"Wells Fargo Clearing Services, LLC Anderson SC 3439 Clemson Blvd",stacey.knecht@wellsfargoadvisors.com,,Salesforce
10901385,Inactive Investor,Christopher Manzi,,LPL Financial LLC San Mateo CA 1510 Fashion Island Blvd,christopher.manzi@lpl.com,,Salesforce
11068747,Inactive Investor,George Swain,,State Farm VP Management Corp. Williamson WV 22 W 2nd Ave,,,Salesforce
11017973,Inactive Investor,Jesse Kass,,Jefferies LLC,jkass@jefferies.com,,Salesforce
10859275,Inactive Investor,Taylor Sutherland,Director;Senior Wealth Advisor,Halbert Hargrove San Diego CA 101 W Broadway,tsutherland@halberthargrove.com,,Salesforce
10892464,Inactive Investor,Michael Riback,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",mriback@financialguide.com,,Salesforce
10855489,Inactive Investor,Stephen Langlois,,"Kestra Investment Services, LLC",,,Salesforce
11148426,Inactive Investor,Zachary Engraff,,"SCF Securities, Inc. Los Alamos NM 1615 Central Ave",,,Salesforce
10875280,Inactive Investor,Anthony Richie,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 555 Capitol Mall",anthony.k.richie@ml.com,,Salesforce
10868541,Inactive Investor,Conor Mckiernan,,Goldman Sachs & Co.,,,Salesforce
11207256,Inactive Investor,Daniel Medina,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,daniel.medina@jpmorgan.com,,Salesforce
10823007,Inactive Investor,Ryan Bennett,Financial Advisor,Edward Jones Capitola CA 819 Bay Ave,ryan.bennett@edwardjones.com,,Salesforce
11190938,Inactive Investor,Joseph Perrotta,Chief Compliance Officer;Founder;Managing Member;Principal,"Apple Tree Wealth Management, LLC",jperrotta@appletreewealthmanagement.com,,Salesforce
11024522,Inactive Investor,Scott Leavitt,,"Ameritas Investment Company, LLC Boise ID 8620 W Emerald St",scott.leavitt@ameritas.com,,Salesforce
9617193,,leigh ferreira,,,leighleighsf@gmail.com,,List import
10893798,Inactive Investor,James Ryan,,"Truist Investment Services, Inc. Cockeysville MD 307 International Cir",james.ryan@truist.com,,Salesforce
9612406,,Anthony Coniaris,,,aconiaris@harrisassoc.com,,List import
11050134,Inactive Investor,Bradley Turnwald,,"Hantz Financial Services, Inc. Ann Arbor MI 2400 Green Rd",bradley.turnwald@hantzgroup.com,,Salesforce
11167270,Inactive Investor,John Sinclair,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,john.sinclair@ceteranetworks.com,,Salesforce
233539,, -,,[[Unknown]],rbounds1@hotmail.com,,Organic Search
11119647,Inactive Investor,Stephanie Bell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10840401,Inactive Investor,Valerie Enz,,"Raymond James Financial Services, Inc. Portsmouth OH 429 2nd St",valerie.enz@raymondjames.com,,Salesforce
11100165,Inactive Investor,Jennifer Winstel,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,jennifer.winstel@ubs.com,,Salesforce
10937312,Inactive Investor,Stephen Braun,Director;Founder;President,"Liberty Financial Planning, Inc.",stevebraun@libertyfinancialplanning.com,,Salesforce
9181,,Lonnie Mayfield,,[[Unknown]],mayfield0699@gmail.com,,Direct
11223094,,Eric Randolph,,,eric@sgkwealthadvisors.com,,List Import
10870248,Inactive Investor,Philip Engelmann,Financial Services Professional,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",pengelmann@financialguide.com,,Salesforce
11157924,Inactive Investor,Sanford Bressick,,NYLIFE Securities LLC Santa Rosa CA 321 College Ave,sbressick@ft.newyorklife.com,,Salesforce
9639722,,Richard Rizzuto,,,rrizzuto@craftcm.com,,List import
11293981,,Ronald419517 Olufunwa,,,ronald.olufunwa@westminster-wealth.com,,Web Form Fillout
9540668,,Brad HRTJ Limited,,Hudson River,vopni@hudson-trading.com,,Direct
371749,,Ed Ricks,,United States,edricks@live.com,,Salesforce
11184377,Inactive Investor,David Pollack,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",dpollack@financialguide.com,,Salesforce
10948449,Inactive Investor,Elias Gerodemos,Assistant Financial Planner,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",elias.gerodemos@ampf.com,,Salesforce
10796809,Inactive Investor,Thomas Hannon,,"Osaic Wealth, Inc. Youngstown OH 47 Westchester Dr",thannon@osaicwealth.com,,Salesforce
10957636,Inactive Investor,Royce Running,,"Centaurus Financial, Inc. Irvine CA 2070 Business Center Dr",,,Salesforce
11192283,Inactive Investor,Nathaniel Whitman,Chief Compliance Officer;Manager,The NLW Capital Group LLC,,,Salesforce
11148415,Inactive Investor,Gary Morris,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,jay.morris@fmr.com,,Salesforce
10611489,,Alan Sokol,"Financial Advisor, Senior Director",,alan.sokol@opco.com,,List Import
9561896,,Michael Branch,,,mbranch@focusfinancial.com,,List import
11105890,Inactive Investor,Christopher Slaven,Financial Advisor;Financial Planning Specialist,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,christopher.slaven@morganstanley.com,,Salesforce
10781399,Inactive Investor,Jennifer Donovan,,"Cadaret, Grant & Co., Inc. New Canaan CT 49 Locust Ave",jkuseldonovan@ae.cadaretgrant.com,,Salesforce
11077926,Inactive Investor,James Orten,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monroe LA 1809 Glenmar Ave",james_orten@ml.com,,Salesforce
10764472,Inactive Investor,Rose Consigli,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",rose.taylor@wellsfargoadvisors.com,,Salesforce
10842619,Inactive Investor,John Creekmur,Chief Compliance Officer;Founder;Managing Member;President,"Creekmur Asset Management, LLC",john@creekmurwealth.com,,Salesforce
11260206,Inactive Investor,Rex Eshirow,,Goldman Sachs & Co.,,,Salesforce
10954017,Inactive Investor,Jacob Goins,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10919270,Inactive Investor,Christine Rondeau,,"Investment Planners, Inc. Neenah WI 124 W Wisconsin Ave",,,Salesforce
11197471,Inactive Investor,Anna Borgman,,"MML Investors Services, LLC Boca Raton FL 150 E Palmetto Park Rd",aborgman@financialguide.com,,Salesforce
9583394,,William Symonds,,,fryer.kristin@principal.com,,List import
9588591,,Satish D,,,satish_48439@yahoo.com,,List import
11101464,Inactive Investor,Robert Bamberger,Chief Compliance Officer;President,"The Stewardship Center, Inc. Bridgeton MO 3415 Bridgeland Dr",,,Salesforce
4328905,,Md Atikur Rahman,,,imranhasemi@gmail.com,,Web Form Fillout
350331,,Devon Ghelani,"Director, Investment Management","Freestone Capital Management, Llc",dghelani@freestonecapital.com,206-707-7300,Manual List Upload
9627121,,Brenda Herubin,,,brenda.herubin@wolterskluwer.com,,List import
9572046,,Arjun Bhattacherjee,,,abhattacherjee@juntocap.com,,List import
9556237,,Darlene Duncan,,,darlene.duncan@dm.investments,,List import
11009302,Inactive Investor,Ashley Quinn,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
12423,,Scott Neill,Senior Managing Director,Guggenheim Investments,scott.neill@guggenheimpartners.com,1-312-977-4580,Database Upload
9546437,,Ryan Boudreau,,,rboudreau@gwnsecurities.com,,List import
11006575,Inactive Investor,Terri Riedel-Manary,Senior Client Associate,UBS Financial Services Inc. Denver CO 370 17th St,terri.riedel@ubs.com,,Salesforce
11159485,Inactive Investor,Francis Polashock,Managing Member,FXP Advisory Services,,,Salesforce
9627813,,Jean Hastings,,,fuzzybear@netins.net,,List import
11136481,Inactive Investor,Kelsey Whelan,,Park Avenue Securities LLC Southfield MI 29800 Telegraph Rd,kelsey_whelan@glic.com,,Salesforce
9615990,,Tera Houston,,,beautifulterabear@gmail.con,,List import
11136545,Inactive Investor,Gilbert Bovell,Financial Advisor;Vice President,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,gil.bovell@morganstanley.com,,Salesforce
11016079,Inactive Investor,Trevor Miller,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,tmiller06@ft.newyorklife.com,,Salesforce
10914862,Inactive Investor,Oscar Lai,,J.P. Morgan Securities LLC New York NY 1411 Broadway,oscar.lai@jpmorgan.com,,Salesforce
11210643,Inactive Investor,Naomi Lathrum,,"Northwestern Mutual Investment Services, LLC Spokane WA 12939 E Pinecroft Way",naomi.lathrum@nm.com,,Salesforce
9620018,,Sernia Talha,,,sernia@protonmail.com,,List import
11103918,Inactive Investor,Andy Khoo,Chief Compliance Officer;President,"A.I.M. Financial Group, Inc.",andykhoo@aimfinancial.net,,Salesforce
10836507,Inactive Investor,Matthew Bees,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 4075 S Fort Apache Rd",matthew.a.bees@wellsfargo.com,,Salesforce
11110447,Inactive Investor,Cheryl Beard,Senior Client Associate,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",cheri.beard@rbc.com,,Salesforce
11143102,Inactive Investor,Gregg Miles,Financial Professional,"MML Investors Services, LLC Boston MA 280 Congress St",gmiles@massmutual.com,,Salesforce
10967679,Inactive Investor,Brian Prunty,,Jefferies LLC,bprunty@jefferies.com,,Salesforce
10779940,Inactive Investor,Robert Lucarelli,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC North Haven CT 250 State St",robert.j.lucarelli@ampf.com,,Salesforce
11182483,Inactive Investor,Kathryn O'Donnell,Chief Compliance Officer;President;Vice President,Makrod Investment Associates Inc,kodonnell@makrod.com,,Salesforce
10931218,Inactive Investor,Gustavo Cala,,NYLIFE Securities LLC Ocala FL 917 E Silver Springs Blvd,gcala@ft.newyorklife.com,,Salesforce
10924085,Inactive Investor,Ann Norvell,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,ann.norvell@fmr.com,,Salesforce
10909672,Inactive Investor,Ana Rego,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10921916,Inactive Investor,Andrew Brancaccio,Financial Planner;Regional Director,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",andrew.brancaccio@prudential.com,,Salesforce
11229391,Inactive Investor,Charles Kintner,,William Blair,,,Salesforce
11059297,Inactive Investor,James Hanley,Financial Advisor,Envoy Advisory Inc. Monument CO Private Residence,jhanley@envoyfinancial.com,,Salesforce
10781331,Inactive Investor,Jane Lafata,Client Associate;Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",jane.lafata@ml.com,,Salesforce
10812437,Inactive Investor,Mitchell McNeil,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",mitchell.mcneil@nm.com,,Salesforce
10959454,Inactive Investor,Magdalena Morrison,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,mmorrison@lincolninvestment.com,,Salesforce
10755844,Inactive Investor,Alan Silverberg,Financial Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,alan.silverberg@morganstanley.com,,Salesforce
11080502,Inactive Investor,Thomas Whitenight,,Oppenheimer & Co. Inc. San Francisco CA 135 Main St,thomas.whitenight@opco.com,,Salesforce
10833207,Inactive Investor,Chad Rucker,Financial Advisor,Edward Jones Saint Louis MO 4593 Chestnut Park Plz,chad.rucker@edwardjones.com,,Salesforce
9572656,,Cotton Dalton,,,cottonmdalton@gmail.com,,List import
11208851,Inactive Investor,Barry Horvath,,"Calton & Associates, Inc. New Port Richey FL 2150 7 Springs Blvd",bhorvath@calton.com,,Salesforce
11116140,Inactive Investor,Janice Peralta,,Citigroup Global Markets Inc.,,,Salesforce
9600878,,Emil Nguy,,,enguy@incomepartners.com,,List import
11026023,Inactive Investor,David Pearl-Schwartz,,"Northwestern Mutual Investment Services, LLC McLean VA 8484 Westpark Dr",david.pearl-schwartz@nm.com,,Salesforce
11120348,Inactive Investor,Coffy Ayana Brown,,J.P. Morgan Securities LLC Atlanta GA 3440 Camp Creek Pkwy,,,Salesforce
10756768,Inactive Investor,Ingrid Gonzalez,Private Wealth Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",ingrid.gonzalez@ml.com,,Salesforce
10616875,,George Aslanidis,,,george.x.aslanidis@jpmorgan.com,,List Import
10899015,Inactive Investor,Ken Furuya,Associate Managing Director,"Pruco Securities, LLC. Rockville MD 909 Rose Ave",,,Salesforce
10828502,Inactive Investor,Jeffrey Tooley,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Jasper IN 690 W 2nd St,jtooley@rwbaird.com,,Salesforce
9612482,,Wendell Mackey,,,wmackey@channingcapital.com,,List import
11116612,Inactive Investor,Douglas Garback,Financial Planner,"Pruco Securities, LLC. North Brunswick NJ 513 Georges Rd",douglas.garback@prudential.com,,Salesforce
9568847,,Mark Sloan,,,mark.sloan@53.com,,List import
11186487,Inactive Investor,Edward McLellan,Financial Advisor,"Osaic Wealth, Inc. Scottsdale AZ Private Residence",,,Salesforce
10606331,,Kelli Mesi,Account Manager,BNY Mellon Securities Corporation,mmesi49@aol.com,212-922-6000,List Import
10868460,Inactive Investor,Jerry Woodcock,,PFS Investments Inc. Portland OR 7360 SW Hunziker Rd,jerry.woodcock@primerica.com,,Salesforce
10799991,Inactive Investor,Alexander Sywak,Chief Supervisory Officer;Vice President,"The Strategic Financial Alliance, Inc.",asywak@thesfa.net,,Salesforce
10816913,Inactive Investor,Vance Whitby,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Midway UT Private Residence",vance.whitby@ml.com,,Salesforce
350277,,Debbie Gallant,"CEO, Senior Financial Planner, Investment Advisor","Gallant Financial Planning, Llc",debra@gallantfp.com,301-461-8492,Manual List Upload
11099535,Inactive Investor,Nick Guida,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Guidance Wealth Advisors LLC,,,Salesforce
10947183,Inactive Investor,Roger Wong,,Fidelity Brokerage Services LLC Lewisville TX Private Residence,,,Salesforce
10601236,,Jacques Tw,,,jtw2130@hotmail.com,,Web Form Fillout
9600132,,mohamad mohamad,,,mortezasheybani25426@gmail.com,,List import
10837769,Inactive Investor,Carl Vincent,Private Wealth Advisor,"Ameriprise Financial Services, LLC Houston TX 11757 Katy Fwy",carl.f.vincent@ampf.com,,Salesforce
10688480,,Antonina Prylepa,,,antonina.p@research-invest.com,,Web Form Fillout
334084,,Jeffrey Mullen,Managing Member,"Madison Park Capital Advisors, Llc",jeff@madisonparkca.com,206-623-6722,Manual List Upload
10487170,,Erin Lucik,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",erin.lucik@ml.com,,List Import
10786407,Inactive Investor,Darby Dickenson,Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Johnson City TN 2112 N Roan St",dwdickenson@firsthorizon.com,,Salesforce
11173956,Inactive Investor,Drew Evans,Financial Advisor,Edward Jones Troup TX 1705 W Duval St,drew.evans@edwardjones.com,,Salesforce
10951002,Inactive Investor,Teddy Newman,,"Moloney Securities Co., Inc. Bellingham WA 2122 Barkley Blvd",tnewman@moseco.com,,Salesforce
9625276,,Moses Ukeka,,,nonsoukeka@gmail.com,,List import
10883440,Inactive Investor,Tyler Sellmeyer,Financial Advisor,Edward Jones McAlester OK 320 E Carl Albert Pkwy,tyler.sellmeyer@edwardjones.com,,Salesforce
11065044,Inactive Investor,Jacqueline Sheahan,Client Advisor;Senior Vice President,"BOK Financial Securities, Inc. Houston TX 3009 Post Oak Blvd",jsheahan@bokf.com,,Salesforce
10951703,Inactive Investor,Cheryl Johnson,,PFS Investments Inc. Merrillville IN 7863 Broadway,cjohnson.yxb27@primerica.com,,Salesforce
11123780,Inactive Investor,Daniel Armas,,J.P. Morgan Securities LLC Rosenberg TX 23910 Southwest Fwy,daniel.armas@jpmorgan.com,,Salesforce
10928002,Inactive Investor,Joseph Layden,,Fidelity Brokerage Services LLC,,,Salesforce
11125909,Inactive Investor,Leonard Kirkorian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",leonard_kirkorian@ml.com,,Salesforce
9592403,,Chris Abdou,,,abdouchris@yahoo.com,,List import
11100512,Inactive Investor,James Huntington,Manager,"Affinity Financial, LLC",,,Salesforce
10962930,Inactive Investor,Edward Mclanahan,,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,edward.mclanahan@ubs.com,,Salesforce
10842460,Inactive Investor,Blane Tierney,,"Realta Equities, Inc. Lafayette NJ Private Residence",,,Salesforce
11177699,Inactive Investor,James Kasper,,"Concourse Financial Group Securities, Inc. Fargo ND 1128 Westrac Dr S",james.kasper@concoursefinancial.com,,Salesforce
212199,,Michael Davis,,Delta LAM,michael-charles.davis@sky.com, +44 7815051294,
10596620,,Carl H White III,,,carl.white@lpl.com,,Web Form Fillout
368260,,Richard Greenley,Trader,,rickgreenley2@gmail.com,,Webinar
11119683,Inactive Investor,Edward Yee,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",yee.edward@ntrs.com,,Salesforce
11230374,Inactive Investor,Dylan Zepeda,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10811971,Inactive Investor,Susan Halpern,Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,susan.halpern@ubs.com,,Salesforce
11126987,Inactive Investor,Joshua Pace,,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",joshua.pace@wellsfargoadvisors.com,,Salesforce
11099723,Inactive Investor,Dana Levit,Owner;President;Principal,Paragon Financial Advisors Newton Highlands MA 1150 Walnut St,dana@paragonfeeonly.com,,Salesforce
10911726,Inactive Investor,Daniel Schneider,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10901216,Inactive Investor,Michael Bertram,Assistant Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Sioux Falls SD 101 N Phillips Ave",michael.l.bertram@wellsfargo.com,,Salesforce
10765299,Inactive Investor,Valerie Morris,Senior Client Service Associate;Team Administrator,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,valerie.morris@ubs.com,,Salesforce
10897123,Inactive Investor,Daniel Rilling,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 925 Commercial St SE",daniel.rilling@ampf.com,,Salesforce
10891971,Inactive Investor,Jeffrey Painter,Financial Advisor,Edward Jones Saint Charles MO 3050 W Clay St,jeff.painter@edwardjones.com,,Salesforce
10875488,Inactive Investor,Christopher Okeleye,,"Allstate Financial Services, LLC Saint Paul MN 1854 Grand Ave",christopherokeleye@allstate.com,,Salesforce
10858555,Inactive Investor,Guiseppi Morabito,Owner;President,"M&M Wealth Management, LLC",,,Salesforce
9590037,,David Fearing,,,dfearing@accoladeadvisory.com,,List import
9581154,,Robin Sterneck,,,rsterneck@sterneckcapital.com,,List import
68274,,Eugene Smith,Financial Professional,"Voya Financial Advisors, Inc.",gene.smith@voya.com,,
11185635,Inactive Investor,Dennis Carter,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,drcarter@ft.newyorklife.com,,Salesforce
10960705,Inactive Investor,Adrianna Hite,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11132192,Inactive Investor,Frank Carbone,Private Client Advisor,J.P. Morgan Securities LLC East Hanover NJ 399 Ridgedale Ave,frank.j.carbonejr@chase.com,,Salesforce
10978406,Inactive Investor,Susan Gullotta,,Commonwealth Financial Network Tarrytown NY 220 White Plains Rd,sgullotta@commonwealth.com,,Salesforce
39334,,Mary Boswell,Financial Consultant,Thrivent Investment Management Inc.,maryjo.boswell@thrivent.com,,
11125641,Inactive Investor,Armando Perez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10846802,Inactive Investor,Ryan Overhoff,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11070107,Inactive Investor,Douglas Breitenbach,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",douglas.n.breitenbach@ml.com,,Salesforce
10809599,Inactive Investor,Alex Shannon,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",alex.l.shannon@ml.com,,Salesforce
10808902,Inactive Investor,Richard Steiner,Managing Director,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",rich.steiner@nm.com,,Salesforce
11181640,Inactive Investor,Edward Garbacik,,Cetera Advisors LLC Easthampton MA 184 Northampton St,,,Salesforce
10964105,Inactive Investor,Peter Thomas,Chief Compliance Officer;Chief Operating Officer,"Blue Sky Capital Consultants Group, Inc.",pthomas@capitalfin.com,,Salesforce
10926936,Inactive Investor,Brice Roden,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,brice.roden@fidelity.com,,Salesforce
10611604,,James Milde,"Financial Advisor, Vice President - Wealth Management",,james.t.milde@ubs.com,,List Import
370335,,Deborah Querub,,Citi,,,Salesforce
222002,,Jongdo Lee,,[Unknown],jongdo93@gmail.com,,source
11151972,Inactive Investor,Adrian Rodriguez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
148635,,Hapa Haps,,[Unknown],hapa21@yahoo.com,,source
11189211,Inactive Investor,Stephanie Nocera,,J.P. Morgan Securities LLC Carle Place NY 400 Old Country Rd,stephanie.t.nocera@chase.com,,Salesforce
10969149,Inactive Investor,Brittany Cloud,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10894417,Inactive Investor,Dean Danison,Chief Compliance Officer;President,Danison & Associates Inc,,,Salesforce
9599658,,jung hyeon,,,cyptokr@protonmail.com,,List import
11169023,Inactive Investor,Thomas Corcoran,,"Osaic Wealth, Inc. Pontiac IL 303 W Madison St",,,Salesforce
10770998,Inactive Investor,Derek Schneiderman,Financial Advisor,Morgan Stanley Englewood CO 5251 DTC Pkwy,derek.schneiderman@morganstanley.com,,Salesforce
10658173,,Maryl Smith,,,a041064@allstate.com,,List Import
9602600,,Michael Stone,,,msrobe5001@fmail.com,,List import
239062,,Siswanto Siswanto,,Indonesia,only.siswanto@gmail.com,,
10999444,Inactive Investor,Simon Moon,,J.P. Morgan Securities LLC Manassas VA 7801 Sudley Rd,simon.moon@jpmorgan.com,,Salesforce
237969,, -,,[[Unknown]],vandorenmatthew@gmail.com,,Organic Search
340496,,John Cafasso,"Chief Financial Officer, Avista Capital Holdings, Lp",Avista Capital Partners,jcafasso@avistacap.com,212-593-6900,Manual List Upload
11235056,Inactive Investor,Ernest Logue,Managing Advisor;Partner,"Connecticut Wealth Management, LLC",,,Salesforce
10774042,Inactive Investor,Jamie Tribbey,,"Wells Fargo Clearing Services, LLC Tampa FL 100 S Ashley Dr",jamie.tribbey@wellsfargoadvisors.com,,Salesforce
11034669,Inactive Investor,Patrick Leon,Financial Professional,LPL Financial LLC West Lafayette IN 1551 Win Hentschel Blvd,patrick.leon@lpl.com,,Salesforce
11211101,Inactive Investor,Stephen Patrick,Financial Advisor,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",stephen.patrick@wellsfargoadvisors.com,,Salesforce
11007727,Inactive Investor,Justin Honaker,,State Farm VP Management Corp. Hiram GA 44 Darbys Crossing Dr,,,Salesforce
10862292,Inactive Investor,Barbara Paige,Financial Advisor,"Ameriprise Financial Services, LLC Houston TX 2000 West Loop S",barbara.paige@ampf.com,,Salesforce
9542513,,SHIMON NEWMAN,,,shimon@ratio.finance,,List import
10992165,Inactive Investor,Nicholas D'Abate,,J.P. Morgan Securities LLC Willoughby OH 4850 Robinhood Dr,,,Salesforce
9591543,,Nate Hamilton,,,nhamilton@familyoffice.com,,List import
343410,, -,,[[Unknown]],sedek87@me.com,,
11031880,Inactive Investor,Brian Meaux,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,brian.meaux.nxn5@statefarm.com,,Salesforce
9548952,,Donte Harris,,,donteharris1196@gmail.com,,List import
10800222,Inactive Investor,Gregory Harrison,Branch Manager;Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Chico CA 901 Bruce Rd",gregory.harrison1@wellsfargoadvisors.com,,Salesforce
9638759,,Dawn Hoffman,,,hoffmand@wabash.edu,,List import
9602768,,Matthew Ference,,,mference10@gmail.com,,List import
11048818,Inactive Investor,David Knutson,Financial Consultant;Vice President - Strategy,"Balanced Investment Advisors, LLC",,,Salesforce
11191023,Inactive Investor,Robert Bailey,Chief Compliance Officer;Financial Planner;Managing Member,"MoneyPro Wealth Management, LLC",robert@themoneypro.com,,Salesforce
11086469,Inactive Investor,Cherilyn Lawrence,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,cjlawrence@ft.newyorklife.com,,Salesforce
10506031,,Daniel Goeman,Executive Director,Morgan Stanley,daniel.goeman@ms.com,605-357-2275,List import
10401468,,jiggy biggy,,,st6771935@gmail.com,,Web Form Fillout
9611382,,Stefan McGrath,,,stefanmcgrath2@hotmail.com,,List import
11222681,,Thomas Bonnington,,,tbonnington@regalfin.com,,List Import
10999197,Inactive Investor,Corey Grant,,PFS Investments Inc. Miami FL 666 NE 125th St,,,Salesforce
10808576,Inactive Investor,Paul Haley,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",paul.haley@ml.com,,Salesforce
10994394,Inactive Investor,Sophie Lum,,PFS Investments Inc. Bethlehem PA 306 S New St,slum@primerica.com,,Salesforce
10861597,Inactive Investor,William Layer,,Country Capital Management Company Crystal Lake IL 120 N Walkup Ave,william.layer@countryfinancial.com,,Salesforce
11105055,Inactive Investor,Joanne Hale,,"Cambridge Investment Research, Inc. Bradenton FL 7970 Cooper Creek Blvd",,,Salesforce
10756416,Inactive Investor,Timothy Madden,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,,,Salesforce
245763,,Not Provided,Deputy Asst. Commissioner,US Treasury Bureau of the Fiscal Service,tricia.long@fiscal.treasury.gov,,Manual List Upload
10929137,Inactive Investor,Julie Schoenfeld,,Morgan Stanley Sandy UT 200 W Civic Center Dr,julie.schoenfeld@morganstanley.com,,Salesforce
9584890,,Michael Miroshnikov,,,mmiroshnikov@arboretumia.com,,List import
213080,,Alvaro Colomina,,[Unknown],alvarocolomina@gmail.com,,
10821711,Inactive Investor,Brandon Monahan,Senior Wealth Planning Associate,Janney Montgomery Scott LLC Westminster MD 15 E Main St,bmonahan@janney.com,,Salesforce
11029570,Inactive Investor,Emily Robbins,,"Bessemer Investor Services, Inc.",,,Salesforce
11167072,Inactive Investor,Julie Dooling,,Cetera Advisor Networks LLC Helena MT 111 N Last Chance Gulch,,,Salesforce
11065586,Inactive Investor,Paul Kosco,,State Farm VP Management Corp. West Frankfort IL 101 S Douglas St,paulkosco@statefarm.com,,Salesforce
9564744,,John Heaney,,,jheaney@latitudefinancial.net,,List import
11135215,Inactive Investor,Paul Shoemaker,Family Wealth Director;Financial Advisor;Portfolio Manager;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Salt Lake City UT 60 E South Temple,paul.shoemaker@morganstanley.com,,Salesforce
9634914,,Nancy Caldie,,,nancyc@theplanningcenter.com,,List import
10766733,Inactive Investor,Laura Gaczkowski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",laura.gaczkowski@ml.com,,Salesforce
11033376,Inactive Investor,Bruce Young,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,bruce.young@jpmorgan.com,,Salesforce
9624635,,Basil Zaloom,,,bjzaloom@ht-cpa.com,,List import
11231881,Inactive Investor,Michael Saltiel,,"Ausdal Financial Partners, Inc. Sarasota FL Private Residence",,,Salesforce
10614982,,Thomas Melly,Financial Advisor,,thomas.melly@morganstanley.com,,List Import
11011805,Inactive Investor,Miles Christopher,,Wealthfront Brokerage LLC Queen Creek AZ Private Residence,,,Salesforce
10818014,Inactive Investor,Michael Black,Founder,Brighton Securities Corp. Huntersville NC 8936 N Pointe Executive Park Dr,,,Salesforce
9573472,,Moises Garcia,,,moises310@live.com,,List import
9548870,,Derek George,,,someboday@gmail.com,,List import
10909784,Inactive Investor,Jose Silva,Chief Executive Officer;Founder,Silva Fiduciary Advisors,jose@silvafiduciary.com,,Salesforce
10615164,,Marc Lepselter,"Financial Advisor, Senior Portfolio Manager, Senior Vice President",,marc.lepselter@morganstanley.com,,List Import
11065917,Inactive Investor,James Gaddy,,State Farm VP Management Corp. Chester SC 179 1/2 Columbia St,,,Salesforce
9647039,,William Thomas,,,w.lewis@morganstanley.com,,List import
9561458,,Shih Chieh Chou,,,registry.chou@gmail.com,,List import
11174303,Inactive Investor,Daniel Clark,Financial Advisor,LPL Financial LLC Erie PA 2390 Village Common Dr,daniel.s.clark@lpl.com,,Salesforce
343930,,Paul Hackett,"Managing Member (sidus Iv Capital Management, Llc)","Sidus Investment Management, Llc",phackett@sidusfunds.com,212-751-6644,Manual List Upload
11079693,Inactive Investor,Kevin Murray,,Jefferies LLC,kmurray@jefferies.com,,Salesforce
10806230,Inactive Investor,Harold Rowe,Financial Advisor,Edward Jones Findlay OH 237 S Main St,rich.rowe@edwardjones.com,,Salesforce
216882,,Kevin ODonnell,,[Unknown],kevin.odonnell1226@gmail.com,,Event
10657610,,Laurence Hayes,,,ljhayes@heroldlantern.com,,List Import
10812191,Inactive Investor,Sheila Hosey,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
10992807,Inactive Investor,Rebecca Schubach,,Vanguard Marketing Corporation,rebecca_schubach@vanguard.com,,Salesforce
9582656,,David Babcock,,,daveb1231@gmail.com,,List import
11221903,,Brian Fricke,,,bfricke@wealthenhancement.com,,List Import
10965522,Inactive Investor,Tyler Sesan,Associate Financial Advisor,Edward Jones Kennesaw GA 1350 Wooten Lake Rd NW,tyler.sesan@edwardjones.com,,Salesforce
9583766,,Peter Le,,,pete.le@transamerica.com,,List import
348824,,Erik Evans,Director Of Financial Planning,Goalqueste,eevans@goalqueste.com,800-610-8935,Manual List Upload
10820789,Inactive Investor,David Trott,Chief Compliance Officer;President,Aragorn Ltd.,,,Salesforce
10802798,Inactive Investor,Mark Verbanas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Newark DE 625 Barksdale Rd",mark.a.verbanas@ampf.com,,Salesforce
10895895,Inactive Investor,Arlyn Martinez,,J.P. Morgan Securities LLC New York NY 277 Park Ave,arlyn.martinez@jpmorgan.com,,Salesforce
10933684,Inactive Investor,Michael Maroney,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,michaelmaroney@statefarm.com,,Salesforce
10614148,,Matthew Crafa,Financial Advisor,,mcrafa@royalaa.com,,List import
11103759,Inactive Investor,Sierra Elleseg,Client Assistant,Robert W. Baird & Co. Incorporated,,,Salesforce
239998,,Nicolas Suarez-inclan,Partner,[Unknown],nicolas@gwfamilyadvisors.com,305-579-9408,Database Upload
10892144,Inactive Investor,Adam Kemal,,Goldman Sachs & Co.,,,Salesforce
10937393,Inactive Investor,Gurbinder Mavi,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,gurbinder.mavi.pwof@statefarm.com,,Salesforce
10835954,Inactive Investor,Nicholas Tagliarino,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,nicholas.j.tagliarino@morganstanley.com,,Salesforce
10957893,Inactive Investor,Natalia Bruno,Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",,,Salesforce
350784,,Deb Norton,Relationship Manager,Btc Capital Management,dnorton@btccapitalmgmt.com,515-245-5638,Manual List Upload
11162016,Inactive Investor,Valerie Gospodarek,Chief Compliance Officer;Chief Executive Officer;Investment Advisor;Managing Member;Owner,"VG Financial Consulting, LLC",valerie@vgfinancialconsulting.com,,Salesforce
11162962,Inactive Investor,John Nicolaus,Financial Advisor;Senior Vice President,Morgan Stanley Coos Bay OR 276 W Commercial Ave,john.nicolaus@morganstanley.com,,Salesforce
10853360,Inactive Investor,Marc La Vigne,,"Cambridge Investment Research, Inc. Fort Mill SC Private Residence",,,Salesforce
11095542,Inactive Investor,April Tucker,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
10658087,,Melissa Uylaki,,,melissa.uylaki@jpmorgan.com,,List Import
11003816,Inactive Investor,Joseph Mcduffie,,MWA Financial Services Inc. Virginia Beach VA 5101 Cleveland St,joseph.mcduffie@modern-woodmen.org,,Salesforce
9566956,,Nina Yudell,,,nyudell@brownadvisory.com,,List import
11106501,Inactive Investor,Derek Steinbrenner,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Newport RI 284 Bellevue Ave,derek.steinbrenner@morganstanley.com,,Salesforce
9549476,,Patrick Quinn,,,pquinn@quinnopportunities.com,,List import
10857026,Inactive Investor,Jerrad Shiets,Financial Advisor,Edward Jones Oak Harbor OH 178 W Water St,jerrad.shiets@edwardjones.com,,Salesforce
11070858,Inactive Investor,Kristine Lansing,Financial Planning Consultant,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10613453,,Thomas Cahill,"Senior Financial Advisor, Vice President",,thomas_cahill@ml.com,,List Import
10840567,Inactive Investor,Eric Nikles,Financial Advisor,"Osaic Wealth, Inc. Nazareth PA 112 S Broad St",,,Salesforce
10940156,Inactive Investor,David Pedraza,,Park Avenue Securities LLC,david_pedraza@glic.com,,Salesforce
10965333,Inactive Investor,Joseph Berishaj,,"Cadaret, Grant & Co., Inc. Franklin MI 32600 Telegraph Rd",,,Salesforce
10885923,Inactive Investor,Timothy Stensrud,,"U.S. Bancorp Investments, Inc.",,,Salesforce
11058414,Inactive Investor,Jerry Janacek,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",jerry.janacek@nm.com,,Salesforce
10656901,,Adrian Velez,,,adrian.velez@primerica.com,,List Import
10863447,Inactive Investor,Cathryn Harris,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",cathryn.harris@schwab.com,,Salesforce
11012031,Inactive Investor,Yu Wei Tang,,"RBC Capital Markets, LLC",,,Salesforce
9582519,,Joel Looney,,,jlooney@boulderfunds.net,,List import
337464,,Michael Mcmane,Financial Consultant,"Key Group Management, Inc.",michaelm@keygroupwealth.com,480-477-5252,Manual List Upload
9590249,,naphat jinarutn,,,naphatj1@gmail.com,,List import
10783466,Inactive Investor,Clarence Grier,Managing Director,"RBC Capital Markets, LLC Houston TX 609 Main St",clarence.grier@rbc.com,,Salesforce
11173425,Inactive Investor,Austin Coulter,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",austin.coulter@nm.com,,Salesforce
11255253,Inactive Investor,David Tuck,Family Office Director,"Financial Gravity Family Office Services, LLC Portland OR Private Residence",,,Salesforce
339014,,Scot Swenberg,Partner,"Cid Capital Ii, Inc.",scot@cidcap.com,317-818-5030,Manual List Upload
10617685,,Michael Lacey,,,mlacey@financialguide.com,,List Import
10816794,Inactive Investor,Alexander Freeland,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",alex.freeland@ml.com,,Salesforce
10768568,Inactive Investor,Steven Neal,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",steven.neal@ml.com,,Salesforce
11203977,Inactive Investor,Ronald Albahary,Chief Investment Officer,LNW,ralbahary@lnwadvisors.com,,Salesforce
9633422,,Paul Skinner,,,ghostrider63@protonmail.com,,List import
11111461,Inactive Investor,Sion Chun,,Deutsche Bank Securities Inc.,,,Salesforce
10867189,Inactive Investor,Josalyn Madrigal,Supervisory Principal,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
11071266,Inactive Investor,Lonnie McLane,,Innovation Partners LLC,lmclane@innovationpartnersllc.com,,Salesforce
11163666,Inactive Investor,Vanessa Ceravolo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 10315 Hammocks Blvd",vanessa.ceravolo@ml.com,,Salesforce
10831652,Inactive Investor,David Blaydes,,"Osaic Wealth, Inc. Naperville IL 1700 Park St",,,Salesforce
217495,,James Clay,,[Unknown],j3@clayfam.net,,
11038996,Inactive Investor,Bahga Gerges,,J.P. Morgan Securities LLC New York NY 575 Madison Ave,bahga.gerges@jpmorgan.com,,Salesforce
9627362,,mohamed shoaib,,,mohamedshoaib.fs@gmail.com,,List import
11124239,Inactive Investor,Robert Wilkinson,,"Raymond James Financial Services, Inc. Fayetteville AR 4426 N Waterside Ct",robert.wilkinson@raymondjames.com,,Salesforce
9602503,,Kevin Lockhart,,,kevin.lockhart@broadridge.com,,List import
9616724,,Tyler Petersen,,,tyler@financialinsightcenter.com,,List import
10849010,Inactive Investor,Michael Montag,,"Osaic Wealth, Inc. Dubuque IA 801 Bluff St",,,Salesforce
10773225,Inactive Investor,Stacy Terry,,PFS Investments Inc. North Charleston SC 4500 Leeds Ave,stacy.terry@primerica.com,,Salesforce
10774028,Inactive Investor,James Kramer,,NYLIFE Securities LLC Broomfield CO 370 Interlocken Blvd,jkramer@ft.newyorklife.com,,Salesforce
11085722,Inactive Investor,Steven Nelson,,J.P. Morgan Securities LLC Novi MI 43100 Grand River Ave,steven.m.nelson@jpmorgan.com,,Salesforce
227880,,Antonio -,Financial Advisor,Wells Fargo Advisors,antonio.desoto@wellsfargoadvisors.com,,Advertising
11027703,Inactive Investor,Melinda Nicholson,Senior Service Associate,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",melinda.nicholson@raymondjames.com,,Salesforce
11201118,Inactive Investor,Paula Hilchey,Chief Compliance Officer;Managing Director,"Renaissance Investment Group, LLC",,,Salesforce
11260249,Inactive Investor,John Stewart,,&Partners Jackson MI 100 S Jackson St,,,Salesforce
10488199,,Carlos Butcher,"Regulatory Contact, Senior Associate","Birch Capital Management, LLC",carlos@birchcm.com,,List Import
11037802,Inactive Investor,John Lafavre,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Cincinnati OH 425 Walnut St",,,Salesforce
64277,,Philip Ranalli,Managing Director,"Wealth Management Associates, Inc.",pranalli@wealthmanage.net,856-795-4400,
11083691,Inactive Investor,Yesica Lemus,,Cetera Investment Services LLC Pasadena CA 155 N Lake Ave,yesica.lemus@ceterainvestors.com,,Salesforce
10839557,Inactive Investor,Philip Recker,Financial Advisor,Edward Jones Paulding OH 108 E Jackson St,philip.recker@edwardjones.com,,Salesforce
9641775,,Zoltan Kormanyos,,,kormanyos.zoltan@gmail.com,,List import
11057283,Inactive Investor,Linda Vigil,,"Kestra Investment Services, LLC San Diego CA 3570 Carmel Mountain Rd",,,Salesforce
11157183,Inactive Investor,Davida Wilson,Financial Advisor;First Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,davida.wilson@morganstanley.com,,Salesforce
9633745,,Liliane Antoniades,,,lilianeantoniades@gmail.com,,List import
6813,,Steven Pierson,,[[Unknown]],scpierson@outlook.com,,Initial Salesforce Import
11037700,Inactive Investor,Jonathan Patterson,,"U.S. Bancorp Investments, Inc. Homewood IL 18300 Dixie Hwy",jonathan.patterson1@usbank.com,,Salesforce
10799071,Inactive Investor,Kimberli Kiefer,,Wedbush Securities Inc.,k.kiefer@wedbush.com,,Salesforce
206570,,DAVID MOHAMMED,,FIRST ALLIED SECURITIES,dmohammed@1stallied.com,(212) 691-0471,Paid Social
10904819,Inactive Investor,Heather Twombly,,"MML Investors Services, LLC",htwombly@massmutual.com,,Salesforce
9586787,,Ryan Taylor,,,ryan.taylor@rbccm.com,,List import
11053591,Inactive Investor,Eric Rawe,Investment Advisor Representative,Commonwealth Financial Network Fort Mitchell KY 541 Buttermilk Pike,erawe@commonwealth.com,,Salesforce
10828029,Inactive Investor,Jesus Silva De La Hoya,Financial Advisor,Edward Jones Burnet TX 1310 S Water St,jesus.silvadelahoya@edwardjones.com,,Salesforce
10646520,,William Marcoux,,,william.marcoux@ubs.com,,List Import
11067966,Inactive Investor,Vincent Mares,Owner,Vincent Mares Investment Advisor,,,Salesforce
9577645,,John Tumminia,,,jtumminia@financialguide.com,,List import
10869873,Inactive Investor,Winifred Sun,Co-Founder;Founder;Managing Director;Managing Member,Sun Group Wealth Partners LLC,winnie@sungroupwp.com,,Salesforce
9582533,,Brad Bechtel,,,bradly.bechtel@aghwealth.com,,List import
11135900,Inactive Investor,Douglas Dent,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,douglas.dent@primerica.com,,Salesforce
11162455,Inactive Investor,Tamara Gilmartin,Associate Financial Advisor,Edward Jones Canfield OH 4 W Main St,tamara.gilmartin@edwardjones.com,,Salesforce
10505897,,Ida Zhu,CFP,CMZ WEALTH STRATEGIES,ida.zhu@lpl.com,(206) 210-7212,List import
10809922,Inactive Investor,Anna Foust,,"Raymond James Financial Services, Inc. Dayton OH 2299 Miamisburg Centerville Rd",,,Salesforce
10834711,Inactive Investor,Elizabeth Genter,Chief Compliance Officer;Founder;President,"Schenley Capital, Inc",ehgenter@schenleycapital.com,,Salesforce
11124663,Inactive Investor,Gregory Baker,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",greg.j.baker@schwab.com,,Salesforce
9554239,,Gregory Sonn,,,gregsonn2000@yahoo.com,,List import
10487767,,Henry Peeler,,"Securities America Advisors, Inc.",hpeeler@highland.com,,List Import
10955753,Inactive Investor,Marcelo Vedovatto,Chief Operating Officer;Managing Director;Regulatory Contact,SCS Capital Management LLC,mvedovatto@scsfinancial.com,,Salesforce
10975350,Inactive Investor,Phat Vuu,,PFS Investments Inc. Katy TX 24044 Cinco Village Center Blvd,pvuu@primerica.com,,Salesforce
11149758,Inactive Investor,Marcus King-Stockton,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11150603,Inactive Investor,Catherine Rodriguez,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,,,Salesforce
10644674,,Michael Jablonski,,,michael.jablonski@ceterafs.com,,List Import
11007018,Inactive Investor,Cortney Tidwell,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10897834,Inactive Investor,Mark Ashby,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,mark.ashby@fidelity.com,,Salesforce
11130067,Inactive Investor,David Hodge,Chief Compliance Officer;Investment Advisor;Limited Partner;Portfolio Manager,NPF Investment Advisors,dhodge@npfinvest.com,,Salesforce
11131640,Inactive Investor,Richard Howard,Founder;Managing Member;Senior Partner,"Scissortail Wealth Management, LLC",,,Salesforce
11203233,Inactive Investor,David Iubelt,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Reno NV 5310 Kietzke Ln",dave.iubelt@rbc.com,,Salesforce
9641845,,Adam Rennison,,,adam.rennison@pbiactuarial.ca,,List import
10645262,,Howard Johnson,,,howard.johnson@duffandphelps.com,,List Import
11203044,Inactive Investor,Lance Mcdonald,Chief Compliance Officer;Investment Advisor;Managing Member,"Lexington Capital, LLC",,,Salesforce
11189131,Inactive Investor,Juliet Anderson,,J.P. Morgan Securities LLC Los Altos CA 199 Main St,juliet.anderson@chase.com,,Salesforce
10781085,Inactive Investor,Nathaniel Parkhouse,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,nate.parkhouse@fmr.com,,Salesforce
10804640,Inactive Investor,James Butler,,"Wells Fargo Advisors Financial Network, LLC El Paso TX 124 W Castellano Dr",scott.butler@wellsfargoadvisors.com,,Salesforce
11111585,Inactive Investor,Jay Definis,Financial Representative,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",jay.definis@nm.com,,Salesforce
10773338,Inactive Investor,Raquel Nalo,,"Wells Fargo Clearing Services, LLC Marietta GA 732 Kennesaw Ave NW",,,Salesforce
174597,,Frans Westerlund,,[Unknown],frans.westerlund@nordicsalescrew.com,,
9570169,,Kevin Galligan,,,kevin.galligan@janapartners.com,,List import
11044316,Inactive Investor,Jennifer Morley,,J.P. Morgan Securities LLC Macomb MI 21700 21 Mile Rd,jennifer.r.morley@jpmorgan.com,,Salesforce
10845718,Inactive Investor,Peter Billingham,,"Avantax Investment Services, Inc. Tarpon Springs FL 905 E Martin Luther King Jr Dr",,,Salesforce
1003757,Inactive Investor,Chris Monnot,,Chris Monnot,christopherjmonnot@gmail.com,612-990-1681,
11118237,Inactive Investor,Rene Krier,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",rj_krier@ml.com,,Salesforce
11196897,Inactive Investor,Mickey Smith,Financial Planner,LPL Financial LLC Winston Salem NC 1255 Creekshire Way,mickey.smith@lpl.com,,Salesforce
10867181,Inactive Investor,Nnaemeka Eke,,Goldman Sachs & Co.,nnaemeka.eke@gs.com,,Salesforce
10892466,Inactive Investor,Eric Reataza,,"Cambridge Investment Research, Inc. Woodland Hills CA 21550 Oxnard St",,,Salesforce
11049609,Inactive Investor,Tonya Nichols,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Lake Oswego OR 4949 Meadows Rd",tonya.nichols@rbc.com,,Salesforce
11146233,Inactive Investor,James Waters,,"The Leaders Group, Inc.",,,Salesforce
9605572,,Kim Hermosisima,,,kim.hermosisima31@gmail.com,,List import
11054670,Inactive Investor,Patrick Cayabyab,,"Farmers Financial Solutions, LLC Daly City CA 135 D St",pcayabyab@farmersagent.com,,Salesforce
10919692,Inactive Investor,James Levine,Select Planner,"Osaic FA, Inc. Beachwood OH 100 Park Ave",james.levine@lfg.com,,Salesforce
10992770,Inactive Investor,Brian Villanueva,,"Bankers Life Securities, Inc. King of Prussia PA 1150 1st Ave",brian.villanueva@bankerslife.com,,Salesforce
9568096,,Alberto Moreno,,,bert.moreno@gmail.com,,List import
10945992,Inactive Investor,Victoria Intihar,,The Huntington Investment Company Chardon OH Chardon Center St,vicki.intihar@huntington.com,,Salesforce
9623654,,Tom Trowbridge,,,tomtrow4@gmail.com,,List import
9542038,,John Liptak,,,pinoak@sbcglobal.net,,List import
11012919,Inactive Investor,Mylon Beiler,,PFS Investments Inc. Gray ME 59 Portland Rd,mylon.beiler@primerica.com,,Salesforce
10798956,Inactive Investor,William Merkler,,J.P. Morgan Securities LLC Arlington Heights IL 1 N Dunton Ave,michael.merkler@jpmorgan.com,,Salesforce
238924,,Mark Erdagoz,,United States,mmetulsa@gmail.com,,
10953542,Inactive Investor,Colby Peck,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,colby.peck@fidelity.com,,Salesforce
11082419,Inactive Investor,Joseph Waluk,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Vienna VA 8045 Leesburg Pike",joseph.waluk@ampf.com,,Salesforce
10895946,Inactive Investor,Christopher Bache,Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,christopher.bache@jpmorgan.com,,Salesforce
10897238,Inactive Investor,David Horton,,LPL Financial LLC Eugene OR 2290 Oakmont Way,david.b.horton@lpl.com,,Salesforce
10977546,Inactive Investor,Andrew Bencivenga,Associate Planner,Bona Fide Finance,andrew@bonafidefinance.com,,Salesforce
10973955,Inactive Investor,Ashlie Wilkin,,The Huntington Investment Company Cambridge OH 175 N 11th St,,,Salesforce
10954833,Inactive Investor,Nicholas Dillman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10783642,Inactive Investor,John Eleoterio,,Goldman Sachs & Co.,john.eleoterio@gs.com,,Salesforce
11186612,Inactive Investor,Benjamin Mccallister,Investment Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11115818,Inactive Investor,Hilaire Kounouho,,"Farmers Financial Solutions, LLC Peoria AZ 16165 N 83rd Ave",hkounouho@farmersagent.com,,Salesforce
10824303,Inactive Investor,Craig Holman,Financial Advisor,"Ameriprise Financial Services, LLC McPherson KS 100 S Main St",craig.e.holman@ampf.com,,Salesforce
10494489,,Michael Lemich,"Advisor, Financial Planner, Owner",RFG Wealth Advisory,mike@bodafinancial.com,,List Import
338499,,Patrick Shaw,Limited Partner,E&e Advisors L.p.,pshaw@eellp.com,212-891-8600,Manual List Upload
10970573,Inactive Investor,James Ku,,J.P. Morgan Securities LLC Sunnyvale CA 598 E El Camino Real,,,Salesforce
10489648,,Michael Burns,Investment Advisor,Fisher Investments,mburns@wi.rr.com,,List Import
11153501,Inactive Investor,Niccole Palacios,,"Alexander Capital, L.P. The Villages FL 3608 Wedgewood Ln",npalacios@alexandercapitallp.com,,Salesforce
11148867,Inactive Investor,Vince Phung,,"Robinhood Financial, LLC Chicago IL 500 W Madison St",vince.phung@robinhood.com,,Salesforce
9626618,,DAMON IGLESIA,,,oohrah3@yahoo.com,,List import
10862608,Inactive Investor,Frank Lucchesi,Client Service Associate,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,frank.lucchesi@morganstanley.com,,Salesforce
9580680,,Matthew Stouffer,,,matt.stouffer@steelecreek.com,,List import
11023916,Inactive Investor,Shauna Barrier,Client Associate,UBS Financial Services Inc. Bonita Springs FL 8000 Health Center Blvd,shauna.barrier@ubs.com,,Salesforce
373250,,Karen Paull,,[Unknown],karenjpaull@gmail.com,,source
11185325,Inactive Investor,Tiffany Campbell,Financial Advisor,"Wells Fargo Clearing Services, LLC Dallas TX 8115 Preston Rd",tiffany.campbell@wellsfargoadvisors.com,,Salesforce
10983738,Inactive Investor,Charles Manih,Investment Advisor;Managing Partner,Xpand Investment LLC,,,Salesforce
11106545,Inactive Investor,Mark Thompson,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,mark.thompson@ubs.com,,Salesforce
339999,,Alex Klingelhoeffer,,Exencial Wealth Advisors,aklingelhoeffer@exencialwealth.com,405-478-1971,Manual List Upload
11089780,Inactive Investor,Oguz Ersan,Chief Executive Officer;Chief Investment Officer,"Passage Global Capital Management, LLC Sarasota FL 2 N Tamiami Trl",,,Salesforce
11066434,Inactive Investor,Vincent Sama,Financial Advisor,Edward Jones Huntington NY 26 Gerard St,vincent.sama@edwardjones.com,,Salesforce
10836908,Inactive Investor,John Spencer,Director,Hackman Financial Group,,,Salesforce
10787598,Inactive Investor,Barry Bellott,,"Ausdal Financial Partners, Inc. Batavia IL 115 Flinn St",,,Salesforce
10845372,Inactive Investor,Alfred Nicolosi,,LPL Financial LLC Cherry Hill NJ 1060 Kings Hwy N,alfred.nicolosi@lpl.com,,Salesforce
10835095,Inactive Investor,Kenneth Recchia,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Arroyo Grande CA 907 Rancho Pkwy",ken.recchia@wellsfargoadvisors.com,,Salesforce
9544847,,Athiwat Supawan,,,nirun_12@hotmail.com,,List import
11094319,Inactive Investor,Mark Pittman,Managing Director,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",mark.f.pittman@wellsfargoadvisors.com,,Salesforce
11107994,Inactive Investor,Michael Dow,Chief Investment Officer,"Beacon Pointe Advisors, LLC",mdow@beaconpointe.com,,Salesforce
337480,,Michelle Brennan,Financial Para planner,Webb Financial Group,michelle@webbfinancial.com,952-837-3200,Manual List Upload
9630471,,Matteo De Meester,,,matteo.de.meester@outlook.com,,List import
10989058,Inactive Investor,Alberto Rivera,,"Bankers Life Securities, Inc. Corona CA 355 E Rincon St",alberto.rivera@bankerslife.com,,Salesforce
11056707,Inactive Investor,Mary Stokes,,Cetera Financial Specialists LLC Clifton Park NY 28 Corporate Dr,,,Salesforce
11203672,Inactive Investor,Bradley Williams,,"MAFG RIA Services, Inc.",,,Salesforce
10912667,Inactive Investor,Brian Plunkett,Chief Operating Officer,Semper Financial,,,Salesforce
10960599,Inactive Investor,Michael Skaling,,"Allstate Financial Services, LLC Plainfield CT 50 Academy Hill Rd",michaelskaling@allstate.com,,Salesforce
11134829,Inactive Investor,Shirley Colvin,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon GA 3920 Arkwright Rd",shirley_colvin@ml.com,,Salesforce
10805989,Inactive Investor,Steven Urosevich,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Huntley IL Private Residence",chris.urosevich@wellsfargoadvisors.com,,Salesforce
11092331,Inactive Investor,Matthew Bassman,,Edward Jones Saint Charles MO Private Residence,matthew.bassman@edwardjones.com,,Salesforce
10844333,Inactive Investor,Catherine Greenspan,,NYLIFE Securities LLC Ashland OR 696 Mistletoe Rd,cgreenspan@ft.newyorklife.com,,Salesforce
10983604,Inactive Investor,Timothy Murphy,,Connect Financial Logan UT 181 E 1600 N,timothy@connectfinancial.biz,,Salesforce
10847740,Inactive Investor,Keighley Spott,Client Service Associate;Registered Associate,Morgan Stanley Wayzata MN 445 Lake St E,keighley.spott@morganstanley.com,,Salesforce
10836779,Inactive Investor,Linda Owens,Financial Consultant,LPL Financial LLC Bluffton OH 102 S Main St,linda.owens@lpl.com,,Salesforce
9577567,,Erik Verplanke,,,etverplank@yahoo.com,,List import
10759277,Inactive Investor,Thomas Sipe,Financial Advisor,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",ed.sipe@wellsfargoadvisors.com,,Salesforce
10884793,Inactive Investor,David Warner,Member;Owner,"Warner Financial, Inc",,,Salesforce
11106030,Inactive Investor,Daniel Nelson,,Edward Jones Goliad TX 236 S Commercial St,,,Salesforce
11094062,Inactive Investor,Edward Constance,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9616170,,Barksdale Ryan,,,ryan_barksdale@vanguard.com,,List import
10941411,Inactive Investor,Taylor Bennett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10781518,Inactive Investor,Parker Gundeck,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",parker_gundeck@ml.com,,Salesforce
11011194,Inactive Investor,Adrian Marrero,,J.P. Morgan Securities LLC Louisville KY 7923 Preston Hwy,adrian.marrero@jpmorgan.com,,Salesforce
11197527,Inactive Investor,Adrianne Scott Yturralde,,"Charles Schwab & Co., Inc. Fort Collins CO 2733 Council Tree Ave",adrianne.scottyturralde@schwab.com,,Salesforce
10934450,Inactive Investor,Evan Ocepek,Wealth Advisor,"Osaic Wealth, Inc. Cypress CA 6261 Katella Ave",,,Salesforce
11105181,Inactive Investor,Cynthia Drewry,Client Service Associate,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",cynthia.drewry@raymondjames.com,,Salesforce
160071,,Scott Soloway,,[Unknown],scott@ssolowaylaw.com,,
10859707,Inactive Investor,Lorenzo Sanchez Lopez,Director - Wealth Management;Managing Member;Partner;Regulatory Contact;Senior Wealth Advisor,Pathview Wealth Advisors,lorenzo@rowling.com,,Salesforce
10919345,Inactive Investor,James Robertson,,"Ameriprise Financial Services, LLC Spring TX 2001 Timberloch Pl",,,Salesforce
10863843,Inactive Investor,Elizabeth St Amand,,Cetera Advisors LLC Palm Beach Gardens FL Private Residence,beth.stamand@ceteraadvisors.com,,Salesforce
10957205,Inactive Investor,Christopher Mcginnis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
219663,,Christoph Beck,,[Unknown],christoph.beck@landwasserpartners.com,,Direct
2174280,,Solomon Babayev,,,solbab@gmail.com,,
11017854,Inactive Investor,Jeffrey Brady,Financial Advisor;Financial Planning Specialist,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,jeffrey.brady@morganstanley.com,,Salesforce
340950,,Pam Peterson,"Receptionist, Director, First Impressions",Ellenbecker Investment Group,pam@ellenbecker.com,262-691-3200,Manual List Upload
370530,,Randall Bogani,,[Unknown],rbogani@protonmail.com,,Salesforce
10910152,Inactive Investor,Sachiko Richmond,Operations Manager,"Ameriprise Financial Services, LLC Villa Park IL 1 Tower Ln",sachiko.richmond@ampf.com,,Salesforce
10967383,Inactive Investor,Laura Warneke,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",laura.warneke@raymondjames.com,,Salesforce
10554056,,Michael Casid,,,casid@mac.com,,Web Form Fillout
226866,, -,,[[Unknown]],vjfontana@msn.com,,Initial Salesforce Import
10806297,Inactive Investor,Sorin Iancu,Financial Advisor;Vice President,"RBC Capital Markets, LLC Milwaukee WI 1000 N Water St",sorin.iancu@rbc.com,,Salesforce
11164430,Inactive Investor,Richard Zenk,,"Farmers Financial Solutions, LLC Salinas CA 35 E Romie Ln",rzenk@farmersagent.com,,Salesforce
11163103,Inactive Investor,Gregory Lewis,Vice President,"MML Investors Services, LLC Orlando FL 301 E Pine St",,,Salesforce
10961371,Inactive Investor,Gustavo Vergara Jaramillo,,"Wells Fargo Clearing Services, LLC Canoga Park CA 21834 Sherman Way",,,Salesforce
9579216,,Robert Bartolotta,,,rbartolotta@novemgroup.com,,List import
10794791,Inactive Investor,Vicky Rangsuebsin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Pasadena CA 99 S Lake Ave",vicky.h.rangsuebsin@ampf.com,,Salesforce
10956846,Inactive Investor,Mark Fitch,,"U.S. Bancorp Investments, Inc. Saint Cloud MN 1015 W Saint Germain St",mark.fitch@usbank.com,,Salesforce
10616887,,Bridget Eickhoff,,,bridget.eickhoff@jpmorgan.com,,List Import
9605094,,jaewon kim,,,zerokjw@nate.com,,List import
10787462,Inactive Investor,Stephen Charles,,The Huntington Investment Company Columbus OH 17 S High St,stephen.charles@huntington.com,,Salesforce
9578122,,ryan aldridge,,,ra@aldcap.net,,List import
10603908,,Andrew Rebak,"Chief Investment Officer, Partner","Farmstead Capital Management, LLC",arebak@farmsteadcapital.com,,List Import
10880381,Inactive Investor,Michael Ponzo,Financial Advisor,"Wells Fargo Clearing Services, LLC Tampa FL 4030 W Boy Scout Blvd",michael.ponzo@wellsfargoadvisors.com,,Salesforce
10949731,Inactive Investor,William Grace,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,william.grace@primerica.com,,Salesforce
11051359,Inactive Investor,Vastupal Shah,,"Liberty Partners Financial Services, LLC",,,Salesforce
10824915,Inactive Investor,Brian Bachik,Retirement Plan Professional;Vice President,"Investors Brokerage of Texas, Ltd.",,,Salesforce
10827835,Inactive Investor,Brett Melton,,"Citizens Securities, Inc. Philadelphia PA 1835 Market St",brett.melton@citizensbank.com,,Salesforce
10784128,Inactive Investor,David Utterback,Member,"Schamberger, Greylak & Utterback Wealth Management, LLC",,,Salesforce
103668,,Aaron Chan,,CPR Pacific,mailbox@cprpacific.com,8314061616,Organic Search
10867263,Inactive Investor,John Neumueller,,State Farm VP Management Corp. Wausau WI 1427 Merrill Ave,john.p.neumueller.b1fm@statefarm.com,,Salesforce
9617623,,Katie Hundman-Hubbard,,,katie.hubbard.hsis@statefarm.com,,List import
1002770,Inactive Investor,Gregory Fescina,Chief Financial Officer,Legacy Worldwide Investments II Ltd,gfescina@nimacap.com,(212) 257-5280,
11156719,Inactive Investor,John Tierney,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,john.t.tierney@morganstanley.com,,Salesforce
10855063,Inactive Investor,John Mirabile,Financial Advisor,"Ameriprise Financial Services, LLC Greenwich CT 51 Church St",john.n.mirabile@ampf.com,,Salesforce
10644283,,Thomas Pace,,,tpace@williamblair.com,,List Import
10942008,Inactive Investor,Erik Dellith,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,edellith@pksinvest.com,,Salesforce
10814991,Inactive Investor,Stephen Kaplan,,"Avantax Investment Services, Inc. Miami FL 5251 SW 64th Ave",,,Salesforce
10926744,Inactive Investor,Amanda Hale,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Port Arthur TX 2901 Turtle Creek Dr",amanda.hale@ampf.com,,Salesforce
10558855,,Rohit Kumar vishwakarma,,,rohitkumar885318@gmail.com,,Web Form Fillout
10838206,Inactive Investor,Todd Stankiewicz,Chief Investment Officer;President,Sykon Capital LLC,todd@sykoncap.com,,Salesforce
11001678,Inactive Investor,Jill Jacoby,,Edward Jones,,,Salesforce
10846326,Inactive Investor,David Gossling,Partner;Private Wealth Advisor,"Osaic Wealth, Inc. Ogden UT 221 25th St",,,Salesforce
225683,, -,,[[Unknown]],pernilsson2011@hotmail.com,,Initial Salesforce Import
11143675,Inactive Investor,Jan Ho,,Oppenheimer & Co. Inc.,,,Salesforce
11074314,Inactive Investor,Janna Drake,Chief Executive Officer;Regulatory Contact,"AdviceOne Advisory Services, LLC",,,Salesforce
10763566,Inactive Investor,Gary Aday,,"Raymond James & Associates, Inc. Little Rock AR 1 Information Way",gary.aday@raymondjames.com,,Salesforce
10946201,Inactive Investor,Andrew Golightly,,"Horace Mann Investors, Inc. Cleveland TN 1009 Keith St NW",andrew.golightly@horacemann.com,,Salesforce
9548917,,Jason Seng,,,kssengs2000@gmail.com,,List import
11074464,Inactive Investor,William Bauer,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 100 Broadway",bill.bauer@schwab.com,,Salesforce
9609025,,Kevin Ren,,,renzheng@consensus-lab.con,,List import
10824470,Inactive Investor,Martin Schwartz,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",martin.schwartz@ml.com,,Salesforce
9588671,,Troy Bourne,,,tbourne@viqsolutions.com,,List import
11177022,Inactive Investor,Jeffrey Elich,,"Principal Securities, Inc. Bovey MN Private Residence",elich.jeff@principal.com,,Salesforce
10769875,Inactive Investor,Geoffrey Thomas,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",geoffrey_thomas@ml.com,,Salesforce
9579603,,kalithasan sevasamy,,,mformoney@yahoo.com,,List import
47998,,Kasha Flanders,,"LaSalle St. Investment Advisors, L.L.C.",kherrmann@lasallest.com,,
11064418,Inactive Investor,James Eiker,Financial Advisor,"CUSO Financial Services, L.P. Orlando FL 135 W Central Blvd",,,Salesforce
10940657,Inactive Investor,Brian Dudley,,Aurora Securities,,,Salesforce
225446,,Mr -,Inventor,Bitcoin,mrwer@protonmail.com,,Initial Salesforce Import
11254849,Inactive Investor,Nathaniel Hansen,,"Pruco Securities, LLC. Roseville CA 2998 Douglas Blvd",nathaniel.hansen@prudential.com,,Salesforce
11031683,Inactive Investor,Joseph Szela,Financial Advisor,LPL Financial LLC Auburn MA 250 Hampton St,joseph.szela@lpl.com,,Salesforce
11060918,Inactive Investor,Paul Shin,,Jefferies LLC,pshin@jefferies.com,,Salesforce
10763084,Inactive Investor,Scott Stavn,,"Raymond James Financial Services, Inc. Hibbing MN 2506 E Beltline",scott.stavn@raymondjames.com,,Salesforce
11196612,Inactive Investor,Erik Bohn,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,erik_bohn@glic.com,,Salesforce
198947,,Beau Jackson,,United States,bljcksn@gmail.com,,
10980343,Inactive Investor,Daniel Mong,Financial Advisor;Senior Financial Advisor,"Greenspring Advisors, LLC",daniel.mong@greenspringadvisors.com,,Salesforce
10754483,Inactive Investor,Charles Schorgl,,"Wells Fargo Advisors Financial Network, LLC Leawood KS 4000 W 114th St",charles.schorgl@wellsfargoadvisors.com,,Salesforce
10756835,Inactive Investor,Caleb Quenzer,Senior Wealth Strategy Associate,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,caleb.quenzer@ubs.com,,Salesforce
10775184,Inactive Investor,Kenneth Thompson,Chief Executive Officer,TD Private Client Wealth LLC,kenneth.thompson@td.com,,Salesforce
10972451,Inactive Investor,Jamie Moyer,,NYLIFE Securities LLC Duncansville PA 311 14th St,jmoyer01@ft.newyorklife.com,,Salesforce
11121266,Inactive Investor,Harry Chapin,,LPL Financial LLC Seymour MO 119 N Main St,harry.chapin@lpl.com,,Salesforce
10776473,Inactive Investor,Steven Nadler,Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",steven.nadler@rbc.com,,Salesforce
10970138,Inactive Investor,John Tyrrell,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10798398,Inactive Investor,Laila Margallo,Senior Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",laila_margallo@ml.com,,Salesforce
10832349,Inactive Investor,Linda McGann,Client Associate;Vice President,Rockefeller Financial LLC Beachwood OH 28601 Chagrin Blvd,lmcgann@rockco.com,,Salesforce
10807228,Inactive Investor,Colin Egan,,Maxim Group LLC,cegan@maximgrp.com,,Salesforce
10952402,Inactive Investor,Parisa Gohari,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",parisa.gohari@ml.com,,Salesforce
9625788,,oscar daniel pinto pereira,,,nevergear488@gmail.com,,List import
9600783,,Alan Chan,,,chanyk.alan@gmail.com,,List import
45355,,Michael Sykes,Financial Advisor,"LaSalle St. Investment Advisors, L.L.C.",msykes@lasallest.com,317-842-7600,
120317,,Ari Bechie,,qarism,aribechie@gmail.com,(225) 842-6005,Organic Search
10758086,Inactive Investor,Danna Bartley,Portfolio Associate,Morgan Stanley Kansas City MO 4520 Main St,danna.bartley@morganstanley.com,,Salesforce
11174666,Inactive Investor,Paula Smith,Senior Relationship Manager,"Principal Securities, Inc. Addison TX 5080 Spectrum Dr",smith.paula.k@principal.com,,Salesforce
11171937,Inactive Investor,Carlos Gomez,,"Allstate Financial Services, LLC McAllen TX 15 S 11th St",carlosgomez@allstate.com,,Salesforce
10955770,Inactive Investor,Taneisha Gore,,Edward Jones Murrells Inlet SC 3940 Hwy 17,taneisha.gore@edwardjones.com,,Salesforce
10942264,Inactive Investor,Augusto Medal,,"InSight Securities, Inc. Miami FL 777 Brickell Ave",,,Salesforce
11221978,,Douglas Nigh,,,dnigh@wealthenhancement.com,,List Import
9648412,,Jim Kilcoyne,,,kilgeever1@aol.com,,List import
10829212,Inactive Investor,Michael Galasso,,Morgan Stanley,,,Salesforce
10880285,Inactive Investor,Richard Sillitoe,,"Cadaret, Grant & Co., Inc. Pittsford NY 642 Kreag Rd",rsillitoe@cadaretgrant.com,,Salesforce
11040306,Inactive Investor,Robert Cano,Financial Advisor,LPL Financial LLC Orange CA 1100 W Town and Country Rd,robert.cano@lpl.com,,Salesforce
11180763,Inactive Investor,Randal Clossman,,The Huntington Investment Company Pataskala OH 36 W Broad St,randal.clossman@huntington.com,,Salesforce
10785170,Inactive Investor,William Van Scoyoc,Complex Manager;Managing Director,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,william.vanscoyoc@morganstanley.com,,Salesforce
10816439,Inactive Investor,Michael Juilfs,,Commonwealth Financial Network Scottsdale AZ 14362 N Frank Lloyd Wright Blvd,mjuilfs@commonwealth.com,,Salesforce
219088,,William Talcott,,[Unknown],william.talcott@yahoo.com,,Direct
11134636,Inactive Investor,Justin Lloyd,,PFS Investments Inc. South Holland IL 900 E 162nd St,justinlloyd@primerica.com,,Salesforce
8781378,,Steven Shlpe,,,steve@shenmasd.co,,Web Form Fillout
10791721,Inactive Investor,David Baum,,"Cambridge Investment Research, Inc. Perrysburg OH 28350 Kensington Ln",,,Salesforce
9603569,,Fery Huanran,,,thenferry28@gmail.com,,List import
9640461,,Pantelis Apessos,,,pantelis.apessos@citi.com,,List import
11260159,Inactive Investor,Jordan Alexander,,Goldman Sachs & Co.,,,Salesforce
11113642,Inactive Investor,Kelly Rhine,Associate Investment Advisor;Investment Associate,"CUSO Financial Services, L.P.",,,Salesforce
11230590,Inactive Investor,Manuel Escobar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11146567,Inactive Investor,Sandra Carlson,Partner;President;Regulatory Contact;Wealth Advisor,McShane Partners,scarlson@mcshanepartners.com,,Salesforce
11080789,Inactive Investor,Russell Grimm,Financial Advisor,Edward Jones Wyckoff NJ 300 Franklin Ave,russell.grimm@edwardjones.com,,Salesforce
11021675,Inactive Investor,Maribel Ramos,,J.P. Morgan Securities LLC Tulsa OK 2070 Utica Sq,maribel.ramos@jpmorgan.com,,Salesforce
212943,,P Stebly,,[Unknown],patrickstebly@gmail.com,,
10758574,Inactive Investor,Beth Rhodes,Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC Johnstown PA 140 Pasquerilla Plz",beth.phillips@wellsfargoadvisors.com,,Salesforce
11141773,Inactive Investor,Tiffany Gills,,PFS Investments Inc. Stafford TX 10707 Corporate Dr,tiffanygills@primerica.com,,Salesforce
10940831,Inactive Investor,Michele Hester,Financial Advisor,Edward Jones Vidalia LA 309 Texas St,michele.hester@edwardjones.com,,Salesforce
11048385,Inactive Investor,Michelle Lamond,Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Longview TX 2103 Judson Rd",michelle.lamond@wellsfargoadvisors.com,,Salesforce
10988401,Inactive Investor,Mark Harms,,LPL Financial LLC Libertyville IL 1580 S Milwaukee Ave,mark.harms@lpl.com,,Salesforce
10853631,Inactive Investor,Jorge Insignares,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Draper UT 1222 E Draper Pkwy",jorge.insignares@ml.com,,Salesforce
10998194,Inactive Investor,Edward Hassan,,Key Investment Services LLC,edward.hassan@key.com,,Salesforce
11158905,Inactive Investor,Michael Bond,Financial Advisor;Senior Manager,McAdam LLC Vienna VA 8000 Towers Crescent Dr,,,Salesforce
9647913,,Steven Dick,,,sldick01@sapiatasset.com,,List import
11037624,Inactive Investor,Matthew Spatola,,LPL Financial LLC Massapequa NY 549 Broadway,matthew_spatola@glic.com,,Salesforce
11002490,Inactive Investor,Cory Rasmussen,Financial Advisor,TD Private Client Wealth LLC Providence RI 180 Westminster St,cory.rasmussen@td.com,,Salesforce
11108563,Inactive Investor,Ian Hastings,,"MML Investors Services, LLC Wilkes Barre PA 1140 Hwy 315",,,Salesforce
9621347,,Troy Okumura,,,troy@transitionswealthadvisors.com,,List import
11025406,Inactive Investor,Eric Kaneda,,State Farm VP Management Corp. Kaneohe HI 45-955 Kamehameha Hwy,eric.kaneda.jkd6@statefarm.com,,Salesforce
10880236,Inactive Investor,Adam Barclay,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,adam.barclay@fmr.com,,Salesforce
10903383,Inactive Investor,Pablo Araya-Chacon,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",pablo.araya-chacon@ml.com,,Salesforce
10770676,Inactive Investor,Matthew Kochel,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,matt.kochel@opco.com,,Salesforce
10778951,Inactive Investor,Joseph Buska,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",,,Salesforce
91573,,Douglas Malone,Financial Services Professional,"MML Investors Services, LLC",dmalone@massmutual.com,713-402-3867,
9621786,,rajit Vishwakarma,,,rajitvishwakarma590@gmail.com,,List import
11217580,,Antenielle Bell,,,antenielle.bell@lpl.com,,Other
11068164,Inactive Investor,Bryce Barber,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Tacoma WA 909 A St",bryce.barber@edwardjones.com,,Salesforce
11142903,Inactive Investor,Joseph Chang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 630 Washington St",joseph.c.chang@ml.com,,Salesforce
11206617,Inactive Investor,Staci Murphy,Investment Advisor Representative,LPL Financial LLC Osseo MN 11272 86th Ave N,staci.murphy@lpl.com,,Salesforce
11236763,Inactive Investor,Shane Sawyer Jones,Wealth Manager,Lido Dallas TX 2101 Cedar Springs Rd,ssawyerjones@lidoadvisors.com,,Salesforce
9595003,,Jim Leonard,,,jim.leonard.1951@gmail.com,,List import
11052625,Inactive Investor,Andrea Denisevich,Chief Compliance Officer;Owner,"Aristotle Credit Partners, LLC",adenisevich@aristotlecredit.com,,Salesforce
11043273,Inactive Investor,Julian Tahimik,,"First Command Brokerage Services, Inc. Georgetown TX 2913 Williams Dr",jrtahimik@firstcommand.com,,Salesforce
10816773,Inactive Investor,Steven Schmidt,Financial Advisor;Principal;Wealth Advisor,"Ballast Advisors, LLC Saint Paul MN 2550 University Ave W",sschmidt@ballastadvisors.com,,Salesforce
9553821,,Mary Jensen,,,mary.jensen@transamerica.com,,List import
371602,,Avi Aisenberg,,[Unknown],avi@decentralandalytics.com,,Salesforce
10990983,Inactive Investor,Paul Jordat,,"P.J. Robb Variable, LLC Harrisburg PA 4135 N Front St",,,Salesforce
10905719,Inactive Investor,Jason Epler,,"TIAA-CREF Individual & Institutional Services, LLC Orlando FL 12001 Research Pkwy",jason.epler@tiaa-cref.org,,Salesforce
11255016,Inactive Investor,Michael Strouse,Financial Planner;Wealth Manager,"Financial Partners Group, Inc.",connor@fpgkc.com,,Salesforce
11133405,Inactive Investor,David Glicker,,Fidelity Brokerage Services LLC Phoenix AZ 1137 E Redfield Rd,david.glicker@fidelity.com,,Salesforce
9546866,,Niranjan Hanasoge,,,nhanasoge@yahoo.com,,List import
10848403,Inactive Investor,William Mode,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Hickory NC 406 3rd Ave NW",william.mode@stifel.com,,Salesforce
344467,,Andy Feterl,"Partner, Certified Financial Planner",Bond & Devick Wealth Partners,andy@bondanddevick.com,952-591-0113,Manual List Upload
3149782,Inactive Investor,Luc Guillou,,CoinShares,lguillou@coinshares.com,,
351349,,Caitlin Chambers,,Sjhl Financial Group,cchambers@sjhl.com,620-241-1826,Manual List Upload
10897612,Inactive Investor,James Newlon,Financial Advisor,"Northwestern Mutual Investment Services, LLC Bedford TX 1909 Central Dr",jim.newlon@nm.com,,Salesforce
372763,,mehdi jalaly,,United States,mehdi.jalaly13669@outlook.com,,source
10656124,,Theodore Paprocki,,,ted.paprocki@cusonet.com,,List import
10965655,Inactive Investor,Spencer Epps,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10993363,Inactive Investor,Jacob Depillo,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
9581907,,Jay Grossman,,,jgrossman@abry.com,,List import
9621637,,Bert Griffin,,,bert.griffin@manulifesecurities.ca,,List import
11003300,Inactive Investor,Jason Hewett,,Cetera Advisor Networks LLC Issaquah WA 22500 SE 64th Pl,,,Salesforce
4975057,,matthijs van de poll,,,ocarinaoftime@hotmail.com,,Web Form Fillout
9647647,,Maylan Studart,,,maylan.studart@ml.com,,List import
9631046,,Joon-Hyun Kim,,,nikola@naver.com,,List import
10914272,Inactive Investor,Krista Wells,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
6135734,,Mark Clayton,,,markclayton@gmail.com,3525054087,Web Form Fillout
10761489,Inactive Investor,Hui Sinirath,,"Wells Fargo Clearing Services, LLC York PA 221 W Philadelphia St",hui.sinirath@wellsfargoadvisors.com,,Salesforce
9618994,,Mike Warner,,,tchawkins50@yahoo.com,,List import
10870067,Inactive Investor,Izabel Angelova,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10884188,Inactive Investor,David Bao,,Goldman Sachs & Co.,david.bao@gs.com,,Salesforce
10992966,Inactive Investor,Mehul Khivesara,Wealth Advisor,"Adero Partners, LLC Palo Alto CA 306 Cambridge Ave",mehul@aderopartners.com,,Salesforce
9586516,,Jared Faltys,,,jaredf@wealthfirm.info,,List import
11150247,Inactive Investor,Michael Graham,,"LaSalle St Securities, L.L.C. Alexandria VA 2000 Duke St",mgraham@lasallest.com,,Salesforce
7383961,,ah leak,,,setiren860@cyclesat.com,,Web Form Fillout
9641832,,Rory O'Connor,,,roconnor@georgeandbell.com,,List import
64420,,Jeffrey Jordan,"Co-Founder, Wealth Strategist","Processus Wealth & Capital Management, Llc",chad.jordan@processuswealth.com,615-656-3745,Manual List Upload
129323,,Shawn Quiggins,Financial Professional,"Voya Financial Advisors, Inc.",shawnquiggins@voyafa.com,832-423-9631,
11238986,Inactive Investor,Susan Osborn,,Gic,susanosborn@gic.com.sg,,Salesforce
10606069,,Al Williams,,,awilli9578@aol.com,,Web Form Fillout
11106780,Inactive Investor,Trevor Kensey,Co-Chief Compliance Officer;Regulatory Contact,"Index Fund Advisors, Inc.",trevor@ifa.com,,Salesforce
10987021,Inactive Investor,Jeremiah Duncan,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",jeremiah.duncan@schwab.com,,Salesforce
10617406,,Sardia Buari-Wypych,,,sardia.buari@jpmorgan.com,,List Import
11128443,Inactive Investor,Todd Desberg,,"Osaic Wealth, Inc. Scottsdale AZ Private Residence",tdesberg@osaicwealth.com,,Salesforce
9583132,,Belgin Uyumazturk,,,belgin.uyumazturk@suntrust.com,,List import
11095032,Inactive Investor,Bryan Abdelnoor,Financial Advisor,"Hohimer Wealth Management, LLC Seattle WA 600 University St",babdelnoor@hohimerwealthmanagement.com,,Salesforce
11232753,Inactive Investor,Phuonganh Nguyen,,"Transamerica Financial Advisors, Inc Plano TX 1255 W 15th St",phuonganh.nguyen@tfaconnect.com,,Salesforce
10825723,Inactive Investor,John Robertson,Financial Advisor,Edward Jones Maple Valley WA 23745 225th Way SE,john.robertson@edwardjones.com,,Salesforce
10921105,Inactive Investor,David Petri,,"Allstate Financial Services, LLC La Mesa CA 5680 Lake Murray Blvd",davidpetri@allstate.com,,Salesforce
9627207,,Lucynda Raben,,,rabendds@gmail.com,,List import
11236463,Inactive Investor,Feraud Calixte,Senior Financial Advisor,"Modera Wealth Management, LLC Inverness FL 221 W Main St",fcalixte@moderawealth.com,,Salesforce
69716,,Darren Peterson,,"Transamerica Financial Advisors, Inc",darren.peterson@transamerica.com,801-719-2554,
10909255,Inactive Investor,Fazia Khan,,J.P. Morgan Securities LLC Jamaica NY 16110 Jamaica Ave,fazia.rodriguez@chase.com,,Salesforce
11178768,Inactive Investor,Jacob Sullivan,Managing Director,"Wells Fargo Advisors Financial Network, LLC Lake Ozark MO 2140 Bagnell Dam Blvd",jacob.sullivan@wellsfargoadvisors.com,,Salesforce
11162254,Inactive Investor,Andrew Price,Family Wealth Director;Institutional Consulting Director;Lending Specialist;Private Wealth Advisor;Workplace Advisor,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,andrew.price@morganstanley.com,,Salesforce
11127546,Inactive Investor,May Tran,Financial Advisor;Financial Relationship Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",may.tran@edwardjones.com,,Salesforce
11059934,Inactive Investor,Sean Linder,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11165009,Inactive Investor,Micah Laughlin,,State Farm VP Management Corp. Powder Springs GA 5077 Dallas Hwy,,,Salesforce
11078326,Inactive Investor,James Dieguez,,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",james.dieguez@ampf.com,,Salesforce
9584532,,Indra Sidqi,,,indrasidqi54@gmail.com,,List import
11234768,Inactive Investor,Pierce Halsted,Senior Associate Wealth Advisor,"Beacon Pointe Advisors, LLC Dallas TX 5960 Berkshire Ln",phalsted@beaconpointe.com,,Salesforce
8481160,,Evan Smith,,Amicus Financial Advisors,evan@amicusadvisors.com,(806) 686-1702,List Import
10396564,,Mirza Redzovic,,,mirza_redzovic@hotmail.com,,Web Form Fillout
10962634,Inactive Investor,Michael Gordon,,"Equity Services, Inc. Crown Point IN 11039 Broadway",,,Salesforce
1006008,Inactive Investor,Neil Dhillon,,Neil Dhillon,ndhillon072@gmail.com,240-418-3998,
11174968,Inactive Investor,Robert Wickenkamp,,"Cambridge Investment Research, Inc. Antioch IL 744 Main St",,,Salesforce
11167248,Inactive Investor,Richard Colleoni,,Sigma Financial Corporation Mansfield TX Private Residence,,,Salesforce
11058820,Inactive Investor,Martin O'Neill,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11238822,Inactive Investor,David Wu,,HUDSON COVE CAPITAL MANAGEMENT LLC,dwu@hudsoncovecapital.com,,Salesforce
10888449,Inactive Investor,Kyle Mraz,,Country Capital Management Company Denver CO 7979 E Tufts Ave,kyle.mraz@countryfinancial.com,,Salesforce
10894146,Inactive Investor,Lori Waugh,Office Manager;Paraplanner,"Ameriprise Financial Services, LLC Lawton OK 13 NW 44th St",lori.l.waugh@ampf.com,,Salesforce
11096630,Inactive Investor,Kenneth Cauwels,,Cetera Advisor Networks LLC Atlanta GA 1455 Lincoln Pkwy,,,Salesforce
9562479,,Syed Jafri,,,arifjafri24@hotmail.com,,List import
11206144,Inactive Investor,John Oettinger,Financial Advisor,LPL Financial LLC Rockville MD 5870 Hubbard Dr,john.oettinger@lpl.com,,Salesforce
10835599,Inactive Investor,Caroline Burke,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",caroline.burke@ampf.com,,Salesforce
11124575,Inactive Investor,Kenneth Lydecker,,"Cambridge Investment Research, Inc. Schaumburg IL 1700 E Golf Rd",,,Salesforce
334172,,Ryan Moledor,Executive Vice President,"Parrish Capital, Llc",ryan@parrishcapital.com,800-618-1940,Manual List Upload
11162771,Inactive Investor,Brittany Shulman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",brittany.shulman@ml.com,,Salesforce
11210007,Inactive Investor,Amber Colgrove,Client Relationship Manager,"Ameriprise Financial Services, LLC Camas WA 4910 Nw Camas Meadows Dr",amber.colgrove@ampf.com,,Salesforce
11188733,Inactive Investor,Ann Hattis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",ann_hattis@ml.com,,Salesforce
10831427,Inactive Investor,Keith Shahan,,"Raymond James Financial Services, Inc. Abilene TX 3444 N 1st St",keith.shahan@raymondjames.com,,Salesforce
10843909,Inactive Investor,Lauraine Anton,Financial Advisor,"Ameriprise Financial Services, LLC New York NY 455 W 23rd St",lauraine.2.anton@ampf.com,,Salesforce
10889245,Inactive Investor,Paul Huebner,Chief Compliance Officer;Founder,"Adage Investment Advisors, L.L.C.",,,Salesforce
170137,,Michael L,,[Unknown],michaellane2@yahoo.com,,
11112225,Inactive Investor,Miranda Bowman,,J.P. Morgan Securities LLC Greenville SC 550 S Main St,,,Salesforce
10644520,,Paul Levine,,,plevine@royalaa.com,,List Import
10825908,Inactive Investor,Arthur Swalley,Director - Investments;Founding Partner;Managing Member;Partner,"Arlington Financial Advisors, LLC",arthur.swalley@arlingtonfa.com,,Salesforce
10762948,Inactive Investor,David Mucha,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",dmucha@wellsfargoadvisors.com,,Salesforce
336475,,Douglas Bartol,"Member, Senior Advisor",Retirement Planners of America,dougbartol@moneymatters.net,469-246-3611,Manual List Upload
10965393,Inactive Investor,Jules Narod,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 3350 W Diversey Ave",jules.narod@ml.com,,Salesforce
9547504,,John Konikowski,,,jkonikowski@cusonet.com,,List import
9592346,,Leslie Keno,,,lesliekeno@gmail.com,,List import
10890678,Inactive Investor,Huan Lai,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",ruth.lai@ml.com,,Salesforce
10486757,,Michael Hilger,"Managing Director, Senior Vice President - Investments","Raymond James & Associates, Inc.",michael.hilger@raymondjames.com,,List Import
11236934,Inactive Investor,Jonathan Fauver,Vice President;Wealth Advisor,Farther Sandy UT Private Residence,,,Salesforce
11194558,Inactive Investor,Scott Long,Advisory Consultant,"Osaic Wealth, Inc.",,,Salesforce
9575705,,Cole Jones,,,cole.jones@ruf.org,,List import
10937475,Inactive Investor,Ryan Nieuwenhuis,,Robert W. Baird & Co. Incorporated,,,Salesforce
11039188,Inactive Investor,Samantha McKee,Financial Planning Associate,"Sanctuary Securities, Inc. Moorestown NJ 224 Strawbridge Dr",smckee@commonwealth.com,,Salesforce
10931984,Inactive Investor,Marcelleous Peyton,,"Allstate Financial Services, LLC Norristown PA 408 W Main St",mpeyton@allstate.com,,Salesforce
9627236,,Amanda Cavaleri,,,ac@apres.tech,,List import
10909060,Inactive Investor,Lance Juffer,,"Osaic Wealth, Inc. Farmington MN Private Residence",,,Salesforce
9556091,,C Xy,,,cxy15697000209@outlook.com,,List import
11014830,Inactive Investor,David Barr,,LPL Financial LLC Glendale CA 700 N Brand Blvd,david.barr@lpl.com,,Salesforce
10926630,Inactive Investor,Michael Ramkey,,Fidelity Brokerage Services LLC,michael.ramkey@fidelity.com,,Salesforce
11052116,Inactive Investor,David Piepenbrink,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10771316,Inactive Investor,Dennis Huang,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",dennis.huang@nm.com,,Salesforce
10812389,Inactive Investor,Susan Unger,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",sunger@massmutual.com,,Salesforce
10932326,Inactive Investor,Arielle Urban,,LPL Financial LLC Princeton NJ 922 Commons Way,arielle.urban@lpl.com,,Salesforce
10916081,Inactive Investor,Steven Episcopo,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",steve.episcopo@nm.com,,Salesforce
11090957,Inactive Investor,Jason Schlesinger,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Mill Valley CA 2 Belvedere Pl,jason.schlesinger@ubs.com,,Salesforce
11161167,Inactive Investor,Gary Wargo,,Cape Securities Inc.,gwargo@capesecurities.com,,Salesforce
372974,,Maxwell Dunlap,,[Unknown],dunlapmaxwell808@gmail.com,,source
11064865,Inactive Investor,Michael See,Financial Advisor,Morgan Stanley Troy MI 101 W Big Beaver Rd,michael.see@morganstanley.com,,Salesforce
10796963,Inactive Investor,William Lewis,Managing Principal;Portfolio Manager,"Wells Fargo Advisors Financial Network, LLC Wilkes Barre PA 613 Baltimore Dr",william.lewis@wfafinet.com,,Salesforce
10998210,Inactive Investor,Erica Paster,,TradeWeb L.L.C,erica.paster@tradeweb.com,,Salesforce
10820548,Inactive Investor,Kristin Desmit,,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,kristin.desmit@ubs.com,,Salesforce
11236320,Inactive Investor,Scott Stephens,Financial Advisor,"Kingsview Wealth Management, LLC San Angelo TX 2635 Johnson Ave",sstephens@kingsview.com,,Salesforce
9612184,,Aaron Bianco,,,abianco@arielinvestments.com,,List import
11020192,Inactive Investor,Corey Moon,Wealth Management Associate,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",corey.moon@equitable.com,,Salesforce
11122598,Inactive Investor,Michael Lodes,Financial Advisor,Edward Jones Saint Louis MO 20 Allen Ave,michael.lodes@edwardjones.com,,Salesforce
11033877,Inactive Investor,Joseph Gledhill,Financial Advisor,Edward Jones Portland OR 15220 NW Laidlaw Rd,joe.gledhill@edwardjones.com,,Salesforce
9567635,,Julian Rodriguez,,,julian.ardell.rodriguez@gmail.com,,List import
352633,,Lana Copeland,Senior Executive Assistant,Rgt Wealth Advisors,lcopeland@rgtadvisors.com,214-360-7000,Manual List Upload
11211503,Inactive Investor,Hoorieh Barandehfard,,J.P. Morgan Securities LLC Santa Clara CA 808 Kiely Blvd,hoorieh.barandehfard@jpmorgan.com,,Salesforce
10934318,Inactive Investor,Jeffrey Wohlfahrt,Director - Financial Planning,"MML Investors Services, LLC Buffalo NY 65 Bryant Woods S",,,Salesforce
11017101,Inactive Investor,Drew Miller,,"PHX Financial, Inc. Fort Lauderdale FL 1 E Broward Blvd",,,Salesforce
11111745,Inactive Investor,Weston Marsh,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10872974,Inactive Investor,Jennifer Ha,Senior Client Service Associate,"Raymond James & Associates, Inc. Walnut Creek CA 2999 Oak Rd",jennifer.ha@raymondjames.com,,Salesforce
10795166,Inactive Investor,Edward Hayde,,Cetera Advisors LLC Block Island RI 30 Water St,edward.hayde@ceteraadvisors.com,,Salesforce
10874364,Inactive Investor,Thomas Vanderzwaag,Financial Advisor,LPL Financial LLC San Jose CA 6830 Via Del Oro,thomas.vanderzwaag@lpl.com,,Salesforce
11035760,Inactive Investor,Tonia Warncke,Financial Advisor,Edward Jones Brooksville FL 10224 Yale Ave,tonia.warncke@edwardjones.com,,Salesforce
11074298,Inactive Investor,Isaac Codrey,Portfolio Manager;Principal,Naples Global Advisors,i.codrey@naplesglobaladvisors.com,,Salesforce
11078052,Inactive Investor,John Dolan,Financial Advisor,Edward Jones Federal Way WA 31620 23rd Ave S,john.p.dolan@edwardjones.com,,Salesforce
10960611,Inactive Investor,Paul Sinaly,,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",psinaly@financialguide.com,,Salesforce
10510404,,Lima Taquali,,,limamoraxr@gmail.com,,List Import
10803563,Inactive Investor,Athanasios Liapis,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",athanasios.liapis@ml.com,,Salesforce
11036237,Inactive Investor,Tiffany Welka,,Purshe Kaplan Sterling Investments Livonia MI 29432 Joy Rd,twelka@pksinvest.com,,Salesforce
11134056,Inactive Investor,Stephanie Brodof,Client Relationship Specialist;Client Service Specialist,"Ameriprise Financial Services, LLC Plymouth Meeting PA 2070 Butler Pike",stephanie.brodof@ampf.com,,Salesforce
10920295,Inactive Investor,Lawrence McHugh,Financial Professional,"MML Investors Services, LLC Exton PA 111 E Uwchlan Ave",lmchugh@financialguide.com,,Salesforce
11100486,Inactive Investor,Amy Burson,Chief Compliance Officer;Regulatory Contact,"St. James Investment Company, LLC",amy@stjic.com,,Salesforce
10615702,,Jose Madrigal,,,jmadrigal@lincolninvestment.com,,List Import
10836753,Inactive Investor,J Mullen,Financial Advisor,LPL Financial LLC Melbourne Beach FL 301 Ocean Ave,mike.mullen@lpl.com,,Salesforce
10774252,Inactive Investor,John Ur,,"World Investments, Inc. Woodbridge NJ 150 Main St",,,Salesforce
9552643,,Sanayan Vasudevan,,,invest.sv@icloud.com,,List import
9568399,,Wendy Aimola,,,wraimola@ft.newyorklife.com,,List import
10760055,Inactive Investor,Nathan Goulet,,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",nathan.goulet@wellsfargoadvisors.com,,Salesforce
11220162,,Chad Hoffman,,,chadhoffman@wcminvest.com,,Other
11187849,Inactive Investor,Jason Braswell,Financial Advisor,Edward Jones Conway AR 355 Hogan Ln,jason.braswell@edwardjones.com,,Salesforce
67926,,Joseph Andolina,Chief Compliance Officer,Abrdn Inc.,jandolina@aberdeen-asset.com,215-405-5700,Manual List Upload
11004468,Inactive Investor,Jean Jean,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,,,Salesforce
9637701,,David Ram,,,david@goldrockcap.com,,List import
11162456,Inactive Investor,Lance Freier,Financial Advisor,Edward Jones Fargo ND 5120 Prosperity Way S,lance.freier@edwardjones.com,,Salesforce
10974914,Inactive Investor,Destiny Segura,,"U.S. Bancorp Investments, Inc. Littleton CO 2401 E Arapahoe Rd",,,Salesforce
9611299,,MINOR JACKSON,,,mwjackson2510@gmail.com,,List import
11155795,Inactive Investor,David Paulson,,"Northwestern Mutual Investment Services, LLC Tacoma WA 1201 Pacific Ave",david.paulson@nm.com,,Salesforce
10769387,Inactive Investor,Kimball Cotty,Financial Advisor,"Wells Fargo Clearing Services, LLC Pinehurst NC 110 Turnberry Way",kim.cotty@wellsfargoadvisors.com,,Salesforce
10975151,Inactive Investor,Ricky Stombaugh,,"Mutual of Omaha Investor Services, Inc. Peoria IL 7501 N University St",rick.stombaugh@mutualofomaha.com,,Salesforce
11086373,Inactive Investor,Adrian Pangilinan,,Goldman Sachs & Co.,,,Salesforce
10786196,Inactive Investor,Julie Geyer,,"Fifth Third Securities, Inc. Largo FL 12360 Indian Rocks Rd",julie.geyer@53.com,,Salesforce
10955401,Inactive Investor,Sara Mehta,,Goldman Sachs & Co.,,,Salesforce
9580700,,Jay Adams,,,jayadams@sagepointadvisor.com,,List import
9607095,,Hanru Sun,,,hrsun95@gmail.com,,List import
10949979,Inactive Investor,Gregory Deckerd,Financial Associate,Thrivent Investment Management Inc. Cleveland OH 22021 Brookpark Rd,gregory.deckerd@thrivent.com,,Salesforce
10887318,Inactive Investor,Paul Antonenko,Managing Director,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",paul.antonenko@stifel.com,,Salesforce
10758074,Inactive Investor,Jurgen Steinwarz,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",jurgen.steinwarz@ml.com,,Salesforce
10877638,Inactive Investor,Sean Grady,Financial Advisor,Edward Jones Arlington Heights IL 1539 W Campbell St,sean.grady@edwardjones.com,,Salesforce
9554021,,William Posch,,,wposch@sageviewadvisory.com,,List import
10947086,Inactive Investor,Robin Ritenour,,PNC Investments Hanover PA 37 Broadway,,,Salesforce
10488209,,Vanessa Avila,Director - Client Reporting,"McGowan Group Asset Management, Inc.",va@themcgowangroup.com,,List Import
182812,,Andrew Zheng,,[Unknown],treze1987@gmail.com,,Paid Social
9594057,,Paul Kim,,,danquc@gmail.com,,List import
10777025,Inactive Investor,Daniel Vaughan,Investment Executive,"Fifth Third Securities, Inc. Mason OH 225 W Main St",,,Salesforce
11133088,Inactive Investor,Daniel Linehan,,Park Avenue Securities LLC King of Prussia PA 150 S Warner Rd,daniel_linehan@glic.com,,Salesforce
10986644,Inactive Investor,Zachary Horst,,"Concourse Financial Group Securities, Inc. Ephrata PA 860 N Reading Rd",zachary.horst@concoursefinancial.com,,Salesforce
11133793,Inactive Investor,Anthony Deluca,,Cabot Lodge Securities LLC Wexford PA 931 Summit Dr,,,Salesforce
11078819,Inactive Investor,David Hutton,,"Raymond James Financial Services, Inc. Grand Junction CO 340 Grand Ave",david.hutton@raymondjames.com,,Salesforce
10613635,,Ryan Svatora,"Financial Advisor, Senior Vice President - Wealth Management",,ryan.svatora@ubs.com,,List Import
11027888,Inactive Investor,Aaron Montgomery,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",amontgomery@tiaa-cref.org,,Salesforce
7539228,,Mohammed Ali,,,mdali.uae11@gmail.com,,Web Form Fillout
9567659,,Rick samano,,,ricks@tm.net,,List import
11106227,Inactive Investor,Terry Howard,Financial Advisor,"Ameriprise Financial Services, LLC San Antonio TX 8000 IH 10 W",terry.w.howard@ampf.com,,Salesforce
10489163,,Doug Eidd,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",doug.eidd@tiaa.org,972-745-9930,List Import
11089508,Inactive Investor,John Uyeki,Investment Executive,"Osaic Institutions, Inc. Mystic CT 2 Water St",juyeki@infinexgroup.com,,Salesforce
8480462,,Nathan Varjavandi,,LPL,nathan.varjavandi@lpl.com,,List Import
11108129,Inactive Investor,Henry Medina,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",henry_medina@ml.com,,Salesforce
9568255,,Paul Cho,,,paulhhcho@gmail.com,,List import
11254167,Inactive Investor,Cassie Bowers,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10787649,Inactive Investor,Joseph Pecarro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
50374,,Jorge Alvarez,"Financial Advisor, First Vice President","SunTrust Advisory Services, Inc.",jorge.alvarez@suntrust.com,305-577-5057,
9615630,,Delora Clemons,,,delorac_78@yahoo.com,,List import
10808813,Inactive Investor,David Boyk,Financial Advisor,Edward Jones Bowling Green OH 1180 N Main St,dave.boyk@edwardjones.com,,Salesforce
11074785,Inactive Investor,Richard Holmberg,Investment Advisor;Regulatory Contact,"Liberty Asset Management, Inc.",rich@libertyassetmgt.com,,Salesforce
11241711,,Herman Berg,,,hermanberg79@gmail.com,,Web Form Fillout
10949179,Inactive Investor,Charles Copeland,Senior Investment Advisor;Wealth Management Advisor,"Elevage Partners, LLC Glendale CA 655 N Central Ave",chuck@elevagepartners.com,,Salesforce
10860645,Inactive Investor,Rachel Conley,Financial Advisor,Edward Jones Lawrence KS 5120 Congressional Pl,r.conley@edwardjones.com,,Salesforce
9612698,,Barrett Eynon,,,beynon@pwcm.com,,List import
11026110,Inactive Investor,Cynthia Shifflett,,State Farm VP Management Corp. Ruckersville VA 8767 Seminole Trl,,,Salesforce
10967095,Inactive Investor,Ahmed Oreiby,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",,,Salesforce
9645752,,Sean Coffey,,,smcoffey75@hotmail.com,,List import
10908681,Inactive Investor,Grant Foster,,"ValMark Securities, Inc. Austin TX 507 W 18th St",,,Salesforce
9615308,,Ahmed Mejjallid,,,mejjallid@hotmail.com,,List import
338252,,Ira Moreland,Managing Director,"Icv Partners, Llc",imoreland@icvcapital.com,212-455-9600,Manual List Upload
11112110,Inactive Investor,Sherri Gaspar,,J.P. Morgan Securities LLC Chardon OH 501 5th Ave,,,Salesforce
10942273,Inactive Investor,Thresa Cochran,,"BFC Planning, Inc.",,,Salesforce
9632255,,Ryan Painter,,,ryan.painter1998@gmail.com,,List import
11014221,Inactive Investor,Dennis Sneed,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,dssneed@ft.newyorklife.com,,Salesforce
10924280,Inactive Investor,Michael Pelliccio,,"MML Investors Services, LLC Paramus NJ 61 S Paramus Rd",mpelliccio@financialguide.com,,Salesforce
10907510,Inactive Investor,Austin Roncancio,Chief Executive Officer;Portfolio Manager;President;Shareholder,"Quantumvest, Inc.",aroncancio@quantum-vest.com,,Salesforce
9612671,,Jerry Zinkula,,,jzinkula@allstate.com,,List import
11162111,Inactive Investor,Raymond Vanzandt,,LPL Financial LLC Annapolis MD 416 Cranes Roost Ct,raymond.vanzandt@lpl.com,,Salesforce
10801725,Inactive Investor,Barry Leslie,Chief Compliance Officer;Managing Member;President;Wealth Manager,"Leslie Global Wealth, LLC",bleslie@leslieglobalwealth.com,,Salesforce
10918023,Inactive Investor,Jessica Beckett,Director - Client Services,"Byrne Financial Freedom, LLC Fort Myers FL 10012 Gulf Center Dr",jessica@byrnefinancialfreedom.com,,Salesforce
11179035,Inactive Investor,Beverly Fecundo,,"Transamerica Financial Advisors, Inc Houston TX 11111 Katy Fwy",beverly.fecundo@transamerica.com,,Salesforce
9595845,,Michaelyn Bortolotti,,,michaelyn.bortolotti@stewardpartners.com,,List import
9469244,,Alla Zayenchik,,Grayscale,alla@grayscale.com,,Web Form Fillout
10810021,Inactive Investor,Karey Klein,Director;Supervisory Officer,UBS Financial Services Inc. San Francisco CA 555 California St,karey.klein@ubs.com,,Salesforce
217355,,davi rodrigues,,[Unknown],david.pkmnz@gmail.com,,source
11041198,Inactive Investor,Jeffrey Bunch,,"Preferred Client Group, Inc.",,,Salesforce
11124472,Inactive Investor,Christie Schellinger,,J.P. Morgan Securities LLC Stevens Point WI 601 Main St,christie.schellinger@jpmorgan.com,,Salesforce
10958909,Inactive Investor,David Savage,,"Rehmann Financial Network, LLC Vero Beach FL 5070 Hwy A1A",david.savage@rehmann.com,,Salesforce
10454630,,Debjani Laskar,,,diyalaskar1311@gmail.com,,Web Form Fillout
11032611,Inactive Investor,Justin Petty,Financial Advisor,Thrivent Investment Management Inc. Mentor OH 9930 Johnnycake Ridge Rd,justin.petty@thrivent.com,,Salesforce
10798549,Inactive Investor,Samuel Jew,Financial Advisor,"Wells Fargo Clearing Services, LLC Ridgeland MS 1020 Highland Colony Pkwy",sam.jew@wellsfargoadvisors.com,,Salesforce
9611388,,Andrew Hardy,,,andrew@plannedfinancialservices.com,,List import
177869,,Mark Kelly,Principal Managing Partner,[Unknown],mark@fairchildus.com, +1 843 628 5080,Database Upload
11084254,Inactive Investor,Donna Carpentieri,,"RBC Capital Markets, LLC Providence RI 500 Exchange St",donna.carpentieri@rbc.com,,Salesforce
222322,,Emmanuel Musa,,[Unknown],brovele00@gmail.com,,source
11185239,Inactive Investor,Christopher Garcia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",cgarcia17@ml.com,,Salesforce
11082529,Inactive Investor,William Naff,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairhope AL 601 N Section St",holt.naff@ml.com,,Salesforce
56648,,Jennifer Maxwell,,Thrivent Investment Management Inc.,jennifer.maxwell@thrivent.com,913-203-4995,
10910128,Inactive Investor,Timothy Chambliss,,"Cambridge Investment Research, Inc. Saint Charles MO 2085 Bluestone Dr",,,Salesforce
10834340,Inactive Investor,Christopher Rupp,,"Raymond James Financial Services, Inc. Glastonbury CT 115 Glastonbury Blvd",christopher.rupp@raymondjames.com,,Salesforce
11181904,Inactive Investor,Marina Rohlfs,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9599158,,John Dyett,,,jdyett@salempartners.com,,List Import
11008488,Inactive Investor,Michael Broughton,Private Wealth Advisor,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",michael.p.broughton@ampf.com,,Salesforce
11196123,Inactive Investor,Seth Keith,,LPL Financial LLC Owasso OK 8601 N Garnett Rd,seth.keith@lpl.com,,Salesforce
11133961,Inactive Investor,Richard Hamrick,Financial Advisor,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,richard.hamrick@ubs.com,,Salesforce
9591581,,Sophia Allen,,,sophia.max@gmail.com,9492455754,Web Form Fillout
10209857,,Omar Fuentes,,,omarfuentes76@gmail.com,,Web Form Fillout
11179450,Inactive Investor,David Ho,Registered Client Service Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,david.ho@morganstanley.com,,Salesforce
372276,,mona elisa,,United Kingdom,mona.elisa83@gmail.com,,Salesforce
7008,,Don Edrington,,[[Unknown]],donedrington@live.com,,Initial Salesforce Import
11083853,Inactive Investor,Julie Van Gemert,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",julie_vangemert@ml.com,,Salesforce
11229609,Inactive Investor,David Vilensky,,Jefferies LLC,,,Salesforce
10968544,Inactive Investor,John Carnemolla,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11198250,Inactive Investor,David Sluss,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5911 Renaissance Pl",david.2.sluss@ampf.com,,Salesforce
11118985,Inactive Investor,Wendy Beck,,NYLIFE Securities LLC Temperance MI Private Residence,wwbeck@ft.newyorklife.com,,Salesforce
159548,,Bruce Duthie,,[Unknown],bruced@peoplestrust.com,,Advertising
11016807,Inactive Investor,Jeremy Newton,Chief Scientist;Limited Partner,Rebellion Research,,,Salesforce
11042039,Inactive Investor,Jose Cerda,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,jose.cerda.jrpd@statefarm.com,,Salesforce
9608140,,Brian Valero,,,bv@alexanderalternativecapital.com,,List import
10781204,Inactive Investor,Jessica Lackey,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jessica.lackey@fidelity.com,,Salesforce
10933626,Inactive Investor,Michael Cornelius,,Cetera Advisors LLC San Diego CA 655 W Broadway,,,Salesforce
10954633,Inactive Investor,John Rasmussen,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9620968,,Thimas Ebert,,,tomebert1948@gmail.com,,List import
9630357,,????? ???????,,,bukachev16@gmail.com,,List import
337412,,Jason Sutherland,Partner,"Centeroak Adviser, L.p.",jsutherland@centeroakpartners.com,214-301-4201,Manual List Upload
9580126,,Elizabeth Newberry,,,enewberry@carret.com,,List import
10764679,Inactive Investor,Michael Trevelyan,Client Service Representative,Morgan Stanley San Mateo CA 411 Borel Ave,michael.trevelyan@morganstanley.com,,Salesforce
10918470,Inactive Investor,David Weigel,Chief Compliance Officer;Principal,WeigelFAM,david@weigelfam.com,,Salesforce
9548113,,A M,,,amayson@proshares.com,,List import
11155982,Inactive Investor,Gerrard Raymond,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",gerrard.raymond@schwab.com,,Salesforce
11157856,Inactive Investor,James Fleming,,Morgan Stanley Winston-Salem NC 100 N Main St,james.fleming@morganstanley.com,,Salesforce
11068666,Inactive Investor,Ronald Odonnell,Chairman;Chief Executive Officer;Regulatory Contact,Investment Management Group Billings MT 1405 Grand Ave,ron.odonnell@stockmanbank.com,,Salesforce
11028956,Inactive Investor,Miranda Iannone,,Deutsche Bank Securities Inc.,miranda@deutschewealth.com,,Salesforce
10987656,Inactive Investor,Tung Tran,,NYLIFE Securities LLC Newport Beach CA 888 San Clemente Dr,txtran@ft.newyorklife.com,,Salesforce
101445,,Tim Sullivan,,"Owner of Quadrilateral Investments, a security investment company",tsullivan17@columbus.rr.com,(614) 336-1743,
61484,,Michael Williams,,United States,bearholdingsllc@gmail.com,,
336799,,Charles Badalamenti,Finop,"Dfpg Investments, Llc",cbadalamenti@dfpg.com,801-838-9999,Manual List Upload
10821742,Inactive Investor,Ryan Boyd,Financial Advisor;Wealth Advisor,LPL Financial LLC Sun Prairie WI 298 S Grand Ave,ryan.boyd@lpl.com,,Salesforce
10799657,Inactive Investor,George Buck,,"Raymond James Financial Services, Inc. San Francisco CA 1160 Battery St",george.buck@raymondjames.com,,Salesforce
10920586,Inactive Investor,Jerome Armstrong,Financial Advisor,Edward Jones Urbana OH 208 Patrick Ave,jerome.armstrong@edwardjones.com,,Salesforce
9576074,,David Allred,,,allredd@hdvest.com,,List import
11188273,Inactive Investor,Richard West,,"Osaic Wealth, Inc. Davis CA Private Residence",,,Salesforce
11149277,Inactive Investor,Donald Clardy,,"Northwestern Mutual Investment Services, LLC Greenville SC 501 E McBee Ave",don.clardy@nm.com,,Salesforce
11196006,Inactive Investor,Richard Brackett,Chief Compliance Officer;Managing Member;President,"High Desert Investment Advisors, LLC",,,Salesforce
11013868,Inactive Investor,Anton Antoniadis,,LPL Financial LLC Tampa FL 401 E Jackson St,anton.antoniadis@lpl.com,,Salesforce
10988919,Inactive Investor,Christopher Anderson,,Fidelity Brokerage Services LLC,christopher.anderson@fidelity.com,,Salesforce
10616121,,Robert Kuras,,,robert.kuras@53.com,,List Import
11113196,Inactive Investor,Joseph Strotman,Financial Advisor,Edward Jones Jamestown NY 832 Foote Ave,strotman@edwardjones.com,,Salesforce
10814853,Inactive Investor,Gary Wimsatt,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,rwimsatt@rwbaird.com,,Salesforce
11126883,Inactive Investor,Shawn Perry,Branch Manager;Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Bowling Green KY 360 8th Ave,smperry@rwbaird.com,,Salesforce
11054390,Inactive Investor,Adam Woods,Chief Investment Officer;Managing Member;Senior Financial Advisor,"Cedar Mountain Advisors, LLC",awoods@cmapdx.com,,Salesforce
11136807,Inactive Investor,Eric Kaltbaum,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,eric.kaltbaum@leerink.com,,Salesforce
11003022,Inactive Investor,Michael Baer,Partner;Wealth Manager,Merit Financial Advisors Issaquah WA 6415 E Lake Sammamish Pkwy SE,,,Salesforce
10983108,Inactive Investor,Janice Pinnell,,"Northwestern Mutual Investment Services, LLC Woodland Hills CA 21800 Oxnard St",,,Salesforce
11049450,Inactive Investor,Gary Walsh,Analyst;Portfolio Manager;Principal;Vice President,Luther King Capital Management Corporation,gwalsh@lkcm.com,,Salesforce
9555202,,Richard Van Zandt,,,rvanzandt@wealthcarecapital.com,,List import
10795574,Inactive Investor,Mark Bookbinder,,"Osaic FA, Inc. Penn Valley PA Private Residence",mark.bookbinder@lfg.com,,Salesforce
10949183,Inactive Investor,Amanda Coleman,,Sky-Mountain Capital Management Tualatin OR Private Residence,amanda.coleman@sky-mountaincapital.com,,Salesforce
10778603,Inactive Investor,Maria Cornelius,Executive Vice President;Financial Advisor;Investment Committee,Burt Wealth Advisors,mcornelius@burtwealth.com,,Salesforce
11090885,Inactive Investor,Michael Moody,Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",michael.moody@ml.com,,Salesforce
10848849,Inactive Investor,Joanna Correa,Corporate Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",joanna.correa@ml.com,,Salesforce
11001883,Inactive Investor,Nina Babayan,Premier Banker,"Wells Fargo Clearing Services, LLC La Canada Flintridge CA 555 Foothill Blvd",nina.babayan@wellsfargo.com,,Salesforce
10983973,Inactive Investor,James Moore,,PFS Investments Inc. Greenville SC 355 S Main St,jmoore@primerica.com,,Salesforce
10879456,Inactive Investor,Duff Dyer,Relationship Banker,The Huntington Investment Company Columbus OH 4661 Reed Rd,,,Salesforce
10946870,Inactive Investor,Daniel Williams,,Vanguard Marketing Corporation,daniel_williams@vanguard.com,,Salesforce
9582450,,James Mautino,,,jmautino@aegonusa.com,,List import
9540657,,Johnson Cha,,,jcha@ccapital.com,,List Import
11118187,Inactive Investor,Mi Kim,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,mkim18@ft.newyorklife.com,,Salesforce
10890493,Inactive Investor,Joseph Saker,Senior Vice President - Private Wealth Management,Morgan Stanley Birmingham MI 34901 Woodward Ave,,,Salesforce
10919293,Inactive Investor,Taylor Fajkus,Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",taylor.baethge@raymondjames.com,,Salesforce
11133523,Inactive Investor,Richard Cox,,"American Portfolios Financial Services, Inc. Chattanooga TN 6031 Shallowford Rd",rcox@americanportfolios.com,,Salesforce
10644084,,Karen Boyne,,,kboyne@nb.com,,List Import
10897261,Inactive Investor,Lisa Hlinka,,PFS Investments Inc. Youngstown OH 5437 Mahoning Ave,lisa.hlinka@primerica.com,,Salesforce
9578077,,Donna Dewayani,,,donna.dewayani@gmail.com,,List import
10926238,Inactive Investor,Donald Cohee,,LPL Financial LLC Portland OR 8383 NE Sandy Blvd,donald.cohee@lpl.com,,Salesforce
11013156,Inactive Investor,Jason Ortega,,"Farmers Financial Solutions, LLC San Clemente CA 3553 Camino Mira Costa",,,Salesforce
9564397,,Steve Hoffman,,,stehoffm3@gmail.com,,List import
10802412,Inactive Investor,Steven Glasgow,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Franklin TN 6700 Tower Cir,sglasgow@janney.com,,Salesforce
11229644,Inactive Investor,Erika Straite,,Deutsche Bank Securities Inc.,erika@deutschewealth.com,,Salesforce
10822458,Inactive Investor,Cara Gardner,,LPL Financial LLC Farmington MI 31731 Northwestern Hwy,cara.gardner@lpl.com,,Salesforce
11044220,Inactive Investor,Jay Szerencsy,Financial Advisor,"Wells Fargo Clearing Services, LLC Babylon NY 500 W Main St",jay.szerencsy@wellsfargoadvisors.com,,Salesforce
118237,,Nestor Barrera,Financial Advisor,"VALIC Financial Advisors, Inc.",nick.barrera@valic.com,866-544-4968,
11135840,Inactive Investor,Patricia Nuovo,,"Raymond James Financial Services, Inc. Bentonville AR 700 SE Walton Blvd",patricia.nuovo@raymondjames.com,,Salesforce
232730,, -,,[[Unknown]],i.kamalak_1054@hotmail.com,,
11166064,Inactive Investor,Michael Poteet,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11179122,Inactive Investor,Charles Kincaid,Financial Advisor,Edward Jones Harrisburg NC 5500 NC Hwy 49 S,charles.kincaid@edwardjones.com,,Salesforce
10970948,Inactive Investor,Carey Dadio,,LPL Financial LLC Cheshire CT 145 Highland Ave,carey.dadio@lpl.com,,Salesforce
11007284,Inactive Investor,Eduardo Gonzalez,Division Leader,PFS Investments Inc. Houston TX 738 Hwy 6 S,,,Salesforce
9642091,,Daniel Goldenberg,,,dgoldenberg21@gmail.com,,List import
11027444,Inactive Investor,Michael Shelton,Financial Consultant;Managing Member;Owner,"360 Wealth Consultants, LLC",michael@discover360financial.com,,Salesforce
11098421,Inactive Investor,Kenneth Bogert,Financial Advisor,Park Avenue Securities LLC Brielle NJ 1 River Pl,kbogert@glic.com,,Salesforce
10829299,Inactive Investor,Lijun He,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",lijun.he@ml.com,,Salesforce
10999035,Inactive Investor,Ryan Colis,,"Lion Street Financial, LLC Bellevue WA 500 108th Ave NE",rcolis@lionstreet.com,,Salesforce
10978674,Inactive Investor,Haley Rodriques,Wealth Advisor,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",hrodriques@beaconpointe.com,,Salesforce
11128341,Inactive Investor,Trevor Freeland,,Deutsche Bank Securities Inc.,trevor@deutschewealth.com,,Salesforce
11014500,Inactive Investor,Viktoriya Hontar,,J.P. Morgan Securities LLC Hoffman Estates IL 2555 W Golf Rd,viktoriya.hontar@jpmorgan.com,,Salesforce
10819438,Inactive Investor,Joseph Broughton,Financial Advisor,Janney Montgomery Scott LLC Raleigh NC 4140 Parklake Ave,mbroughton@janney.com,,Salesforce
10656839,,Michael Buchanan,,,michael.buchanan@primerica.com,,List Import
11104079,Inactive Investor,David Baltazar,,"Wells Fargo Clearing Services, LLC Mission Viejo CA 26042 Marguerite Pkwy",david.baltazar@wellsfargo.com,,Salesforce
10918804,Inactive Investor,John Schantz,Client Service Associate;Financial Advisor,"Ameriprise Financial Services, LLC Spring TX 24 Waterway Ave",john.schantz@ampf.com,,Salesforce
11195370,Inactive Investor,Jeffrey Badalich,,NYLIFE Securities LLC Madison WI 999 Fourier Dr,jmbadalich@ft.newyorklife.com,,Salesforce
11261023,Inactive Investor,Brian Brennan,,"Sovran Advisors, LLC",brian.brennan@sovranpartners.com,,Salesforce
10835512,Inactive Investor,Melissa Ocean,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,Abundant Wealth Strategies,ma@abundantws.com,,Salesforce
7743671,,Noah Bortnick,,,noahbortnick@investblackbox.com,,Web Form Fillout
10792620,Inactive Investor,Chad Boreman,,LPL Financial LLC Wooster OH 202 N Market St,chad.boreman@lpl.com,,Salesforce
10983651,Inactive Investor,James Steiner,Financial Advisor,Mosaic Family Wealth,jim@mosaicwealth.com,,Salesforce
11167782,Inactive Investor,Brian Barnes,,M1 Finance LLC,b.barnes@m1finance.com,,Salesforce
11020849,Inactive Investor,Daniel Greene,,"Burch & Company, Inc",,,Salesforce
10781609,Inactive Investor,Robert Hoey,Branch Office Manager;Executive Vice President,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,rhoey@janney.com,,Salesforce
11085151,Inactive Investor,Albert Boris,Managing Director,"Raymond James & Associates, Inc. Philadelphia PA 1735 Market St",al.boris@alex-brown.com,,Salesforce
9593581,,Michael Gough,,,mikegough007@gmail.com,,List import
10930913,Inactive Investor,Justin Biebel,Chief Investment Officer;Managing Partner,"Luminist Capital, LLC",jbiebel@luministcapital.com,,Salesforce
213348,,Mohamad faezie bin jasrin,,[Unknown],faezie1997@gmail.com,,source
11096225,Inactive Investor,Alexandra Fraser,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",alexandra.fraser@equitable.com,,Salesforce
10895241,Inactive Investor,Jay Moyer,,"American Portfolios Financial Services, Inc. Blandon PA 8509 Allentown Pike",jmoyer@americanportfolios.com,,Salesforce
10977331,Inactive Investor,Seth Herring,,"McDermott Investment Services, LLC",sherring@mcdermottadvisors.com,,Salesforce
10854036,Inactive Investor,Doris Neyra,Managing Director,UBS Financial Services Inc. Miami FL 100 SE 2nd St,doris.neyra@ubs.com,,Salesforce
11135782,Inactive Investor,Michael Vagle,Financial Advisor,Edward Jones Cincinnati OH 38 Village Sq,mike.vagle@edwardjones.com,,Salesforce
9570424,,Joseph Birch,,,josephb@legacywealth.com,,List import
10945889,Inactive Investor,William Mcgowan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",william.mcgowan@schwab.com,,Salesforce
10980148,Inactive Investor,Demetrius Russell,Financial Professional,"Osaic FA, Inc. Maitland FL Private Residence",demetrius.russell@lfg.com,,Salesforce
10906511,Inactive Investor,Stephen-Taylor Grimes,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",,,Salesforce
10859509,Inactive Investor,Anthony Figurelli,Financial Advisor,"Ameriprise Financial Services, LLC Monroeville PA 4055 Monroeville Blvd",anthony.m.figurelli@ampf.com,,Salesforce
11166640,Inactive Investor,Augusto Medal Trinidad,,"InSight Securities, Inc. Miami FL 777 Brickell Ave",,,Salesforce
11198867,Inactive Investor,Terell Wilkerson,,J.P. Morgan Securities LLC Roseville MI 20795 E 13 Mile Rd,terell.wilkerson@jpmorgan.com,,Salesforce
10974513,Inactive Investor,Myles Baxter,,"Allstate Financial Services, LLC Prescott AZ 227 W Gurley St",mylesbaxter@allstate.com,,Salesforce
168229,,Jose Giraldo,,[Unknown],giraldo@gmail.com,,
9574752,,Jose Baredes,,,josebaredes@gmail.com,,List import
10973821,Inactive Investor,Daniel Dwyer,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,,,Salesforce
10987216,Inactive Investor,Timothy Kelly,,"The Leaders Group, Inc.",,,Salesforce
234887,,jesse Cisneros -,,jesse Cisneros [[Unknown]],jesscisneros711@gmail.com,,
11257428,,Sandra Floyd,,,sandra.floyd@earthlink.net,,Web Form Fillout
10867113,Inactive Investor,Christine Maynard,,PFS Investments Inc. New London CT 193 Hempstead St,christine.maynard@primerica.com,,Salesforce
10898834,Inactive Investor,Kami Wilson,,"Financial Security Management, Incorporated Jacksonville NC 824 Gum Branch Rd",,,Salesforce
10798005,Inactive Investor,James Tennill,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Louisville KY 600 N Hurstbourne Pkwy",,,Salesforce
11132937,Inactive Investor,Ashraf Abadir,,LPL Financial LLC Bloomingdale IL 191 E Lake St,ashraf.abadir@lpl.com,,Salesforce
10795746,Inactive Investor,Preston Dowell,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Ridgeland MS 1018 Highland Colony Pkwy,preston.dowell@morganstanley.com,,Salesforce
11204191,Inactive Investor,Sebastian Toro,,"Northwestern Mutual Investment Services, LLC Orlando FL 6820 Marwick Ln",,,Salesforce
337321,,Kevin Lockett,,[Unknown],kevin.lockett@theroual.ca,,source
9617346,,Phumipat C,,,tanoiuk@yahoo.com,,List import
10905207,Inactive Investor,Colin Chesbrough,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,colin.chesbrough@fmr.com,,Salesforce
9591843,,David Brenner,,,david@dmbrenner.com,,List import
201601,,Paul Bower,,[Unknown],paulbower@verizon.net,,
10963853,Inactive Investor,Daniel Dolgin,,"Kestra Investment Services, LLC Deerfield IL 2333 Waukegan Rd",,,Salesforce
10831448,Inactive Investor,Stephen McGovern,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",stephen.mcgovern@rbc.com,,Salesforce
10976990,Inactive Investor,Michael Schano,Financial Advisor,"MML Investors Services, LLC Lexington KY 998 Governors Ln",mschano@financialguide.com,,Salesforce
10844036,Inactive Investor,Mark Whitley,,"Raymond James Financial Services, Inc. Charlotte NC 1213 W Morehead St",mark.whitley@raymondjames.com,,Salesforce
11001646,Inactive Investor,Xavier Granja,,"VALIC Financial Advisors, Inc. Portland OR 1800 SW 1st Ave",xavier.granja@valic.com,,Salesforce
238770,,ashlee00900@gmail.com Lee,,[Unknown],ashlee00900@gmail.com,,
11142821,Inactive Investor,Kristine Ens,Client Service Associate,"Ameriprise Financial Services, LLC Red Bank NJ 141 W Front St",kristine.ens@ampf.com,,Salesforce
10782503,Inactive Investor,Virginia Wisely,Financial Advisor;Vice President;Workplace Advisor,Morgan Stanley Birmingham MI 34901 Woodward Ave,virginia.wisely@morganstanley.com,,Salesforce
10914925,Inactive Investor,Stephen Hadad,Financial Advisor,"Osaic Institutions, Inc. Pittsburgh PA 301 Mountain Ave",,,Salesforce
9466690,,Jerry Stone,,Jerry Stone,jerry.stone@abetterlife.com,,3rd Party Lead Gen
2986880,,??? ?????,,,arashorooji1530@gmail.com,,
11194062,Inactive Investor,Monica Harris,,J.P. Morgan Securities LLC Pontiac MI 1261 Baldwin Ave,monica.harris@jpmorgan.com,,Salesforce
10925987,Inactive Investor,Walter Bohannon,,"Raymond James Financial Services, Inc. Orlando FL 3801 Avalon Park East Blvd",walter.bohannon@raymondjames.com,,Salesforce
11006031,Inactive Investor,Benjamin Wilhelm,,OneAscent Financial Services LLC Selinsgrove PA 8 Commerce Ave,,,Salesforce
10846300,Inactive Investor,Thomas Michailides,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",tom.michailides@nm.com,,Salesforce
9633463,,Jacqueline Rachelle Yee,,,i.jacqueline@outlook.com,,List import
11208132,Inactive Investor,Charles Hamowy,Chief Compliance Officer;Member,Seasons of Advice Wealth Management,,,Salesforce
10856374,Inactive Investor,Lee Kaz,,"Cambridge Investment Research, Inc. Mokena IL 18700 S Wolf Rd",,,Salesforce
11011415,Inactive Investor,Michael Boyer,,State Farm VP Management Corp. Bakersfield CA 9720 Brimhall Rd,mike.boyer.cwjd@statefarm.com,,Salesforce
10657523,,Alexandria Doyle,,,alexandria.dotson@pnc.com,,List Import
10843042,Inactive Investor,Ryan Haddorff,Financial Advisor,LPL Financial LLC Minneapolis MN 7701 France Ave S,ryan.haddorff@lpl.com,,Salesforce
11094205,Inactive Investor,Kyron Lee,,PFS Investments Inc. San Antonio TX 911 Isom Rd,kyronrlee@primerica.com,,Salesforce
11048767,Inactive Investor,Peter Rup,Chief Executive Officer;Chief Investment Officer;Managing Member,"Artemis Wealth Advisors, LLC",prup@artemiswa.com,,Salesforce
11079019,Inactive Investor,Jake Bernstein,Investment Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,jake.bernstein@jpmorgan.com,,Salesforce
9623297,,Satyendra Tripathi S.T.,,,stripathi9@aol.com,,List import
11011198,Inactive Investor,Yuvraj Kataria,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,ykataria@ft.newyorklife.com,,Salesforce
9628477,,Waseem Ahmad,,,hack4843@gmail.com,,List import
11006427,Inactive Investor,Carl Riding,,"Independent Financial Group, LLC Saint George UT 1031 S Bluff St",,,Salesforce
11150281,Inactive Investor,Ethan Spires,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11106959,Inactive Investor,Troy Taylor,Managing Director;Senior Wealth Advisor,"Linscomb Wealth, Inc.",ttaylor@linscomb-williams.com,,Salesforce
10839528,Inactive Investor,John Martin,Financial Consultant,LPL Financial LLC Park Rapids MN 300 1st St W,john.a.martin@lpl.com,,Salesforce
11054885,Inactive Investor,William Corelle,,"VALIC Financial Advisors, Inc. Las Vegas NV 8985 S Eastern Ave",william.corelle@valic.com,,Salesforce
10879765,Inactive Investor,Joffrey Smith,,"The Patriot Financial Group, LLC Worcester MA 8 Norwich St",,,Salesforce
9609182,,Shreyash Kamble,,,shreyashk31@gmail.com,,List import
7305294,,Albert Brewster,,,4albrew@gmail.com,,Web Form Fillout
11161055,Inactive Investor,James Macri,,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",jmacri@financialguide.com,,Salesforce
11217577,,Lane Lyday,,,lane.lyday@lpl.com,,Other
333653,,Julie Fuller,Personal Banker,"River Street Advisors, Llc",jfuller@oldsecond.com,630-906-5501,Manual List Upload
11184092,Inactive Investor,Kristi Kennedy,Senior Client Specialist,Robert W. Baird & Co. Incorporated Eau Claire WI 4890 Owen Ayres Ct,kkennedy@rwbaird.com,,Salesforce
5999479,,Allison Smith,,,dajat95452@chnlog.com,,Web Form Fillout
11129128,Inactive Investor,Guy Sexton,Director;Executive Vice President,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",guysexton@synovus.com,,Salesforce
11088030,Inactive Investor,Nicholas Shedd,,"Raymond James Financial Services, Inc. Glen Allen VA 4510 Cox Rd",nicholas.shedd@raymondjames.com,,Salesforce
9613700,,Dolores Stadtmauer,,,marquesadolores@outlook.com,,List import
10807862,Inactive Investor,Ryan Wiebe,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",ryan.wiebe@ml.com,,Salesforce
9617446,,Brian James,,,bjames@civc.com,,List import
9632756,,Bill Lu,,,blu@aspetuckcapital.com,,List import
11198012,Inactive Investor,Bjorn Leach,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",leachb@stifel.com,,Salesforce
10903100,Inactive Investor,William Serritslev,,"Avantax Investment Services, Inc. Solvang CA 650 Alamo Pintado Rd",,,Salesforce
225775,, -,,[[Unknown]],rsiryk@gmail.com,,Initial Salesforce Import
9610215,,jung jihye,,,yui0823@naver.com,,List import
348627,,Duane Hansen,Agent,"MML Investors Services, LLC",dhansen@massmutual.com,413-737-8400,
11094055,Inactive Investor,Brandon Pinarreta,,Morgan Stanley,,,Salesforce
9618376,,Douglas Ridgway,,,dridgway@millraceasset.com,,List import
10657777,,John Ressler,,,jressler@cadaretgrant.com,,List Import
11051933,Inactive Investor,Thomas Sauer,Financial Planner,"Pruco Securities, LLC. Charlotte NC 2701 Coltsgate Rd",thomas.sauer@prudential.com,,Salesforce
11162919,Inactive Investor,Michael Howey,,Cetera Investment Services LLC Wichita KS 257 N Broadway Ave,michael.howey@ceterais.com,,Salesforce
10804912,Inactive Investor,Joseph Jasmin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,joseph.jasmin@fidelity.com,,Salesforce
11059996,Inactive Investor,Michael Waters,Chief Compliance Officer;President,Michael Waters Investment Advisers LLC Oklahoma City OK 616 N Broadway Ave,michael@michaelwatersinvestments.com,,Salesforce
10836200,Inactive Investor,Kohlman Minter,Financial Advisor,Morgan Stanley Tallahassee FL 3520 Thomasville Rd,kohlman.minter@morganstanley.com,,Salesforce
10995616,Inactive Investor,Steven Ravlin,,Echo45 Advisors LLC,sravlin@echo45advisors.com,,Salesforce
10604289,,Barclay Vajda,RIA,"Embark Wealth Management, LLC",bvajda@embarkwealth.com,888-433-8881,List Import
9560748,,Catherine Harstick,,,catherine.harstick@valic.com,,List import
10613740,,Douglas Ward,Senior Financial Advisor,,douglas.ward@wfafinet.com,,List Import
9566886,,Peter Reist,,,preist@ofgltd.com,,List import
8540047,,Judy Mathers,,,judy_mathers@yahoo.ie,,Web form fillout
11002783,Inactive Investor,Amanda Tudino,,PFS Investments Inc. Milford CT 185 Plains Rd,atudino@primerica.com,,Salesforce
9543514,,Crypto Yacht,,,mycryptousr@gmail.com,,List import
9640002,,Mark Gearan,,,gearan@hws.edu,,List import
10510034,,Jack Fischer,,LSEG Lipper,jack.fischer@lseg.com,,List Import
9553815,,Rainer Schiweck,,,rasch17@yahoo.de,,List import
10580499,,Allen Calderon,,,lzallencalderon@gmail.com,,Web Form Fillout
10756987,Inactive Investor,Jerry Qi,Wealth Management Associate,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,jerry.q@ubs.com,,Salesforce
9548043,,Manuel Nieves,,,fordamboy1@gmail.com,,List import
347061,,Joel Bennett,Assistant Vice President,Vector Wealth Management,jbennett@vectorwealth.com,612-378-7560,Manual List Upload
11179211,Inactive Investor,Timothy Nelson,,Cetera Financial Specialists LLC Rohnert Park CA 5680 State Farm Dr,tim.nelson@ceterafs.com,,Salesforce
9644872,,Jason Wolfe,,,jasonrwolfe70@gmail.com,,List import
9645837,,Richard Nattis,,,rdameye@aol.com,,List import
11218707,,Alexandra Wals,,,walsa1@nationwide.com,,Other
350248,,Donna Coppedge,Bookkeeper,New Capital Partners,dcoppedge@newcapitalpartners.com,205-939-8400,Manual List Upload
10851716,Inactive Investor,Jonathan Groleau,Financial Advisor,Thrivent Investment Management Inc. Columbus OH 250 W Old Wilson Bridge Rd,jonathan.groleau@thrivent.com,,Salesforce
51310,,Kevin Shepherd,Vice President,Fisher Investments,k.shepherd@fi.com,,
9621960,,Fortune Ngcobo,,,bonie027@gmail.com,,List import
9630877,,nakata show,,,chuo-univtanaka@outlook.jp,,List import
9554475,,Michael Moon,,,michael.moon@lfg.com,,List import
9602337,,mk choi,,,coruscantz@naver.com,,List import
11081316,Inactive Investor,Angela Aguilar-Polzin,,State Farm VP Management Corp. Tempe AZ 8601 S Priest Dr,,,Salesforce
10832617,Inactive Investor,Andrew Seefried,Investment Associate,Citigroup Global Markets Inc. New York NY 153 E 53rd St,andrew.seefried@citi.com,,Salesforce
10893778,Inactive Investor,Christopher Johnson,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11269540,,Richard Wright,,,rwright390421@gmail.com,,Web Form Fillout
9601540,,Daniel Mulheran,,,dmulheran@abbeystreet.com,,List import
11158981,Inactive Investor,Stephen Tock,Principal,LPL Financial LLC Dwight IL 310 S Prairie Ave,stephen.tock@lpl.com,,Salesforce
10930097,Inactive Investor,Mark Bondi,,"VALIC Financial Advisors, Inc. Virginia Beach VA Private Residence",mark.bondi@valic.com,,Salesforce
10877482,Inactive Investor,Robert Eddy,Founder,"Eddy Financial, LLC",bob@eddyfinancial.com,,Salesforce
10887844,Inactive Investor,Robert Wood,Investment Advisor,"Southland Equity Partners, LLC. Asheville NC 9 Golf St",rwood@southlandep.com,,Salesforce
9568217,,Michael Muchortow,,,muchortowm@hdvest.com,,List import
10786827,Inactive Investor,Jennifer Bernstein,,Citigroup Global Markets Inc.,jennifer.bernstein@citi.com,,Salesforce
10815068,Inactive Investor,Stanley Langley,Financial Advisor;First Vice President;First Vice President - Investments,"Raymond James & Associates, Inc. Russellville AR 900 W Main St",scott.langley@raymondjames.com,,Salesforce
9617734,,Kenneth Rickel,,,krickel@davcos.com,,List import
10912839,Inactive Investor,Nicholas Schindler,,Thrivent Investment Management Inc.,nicholas.schindler@thrivent.com,,Salesforce
10852210,Inactive Investor,Thomas Westrick,Chief Compliance Officer;Financial Consultant;Managing Member,"RPC Private Wealth, LLC",,,Salesforce
11167313,Inactive Investor,Patrick Becker,,"Farmers Financial Solutions, LLC Boulder CO 5387 Manhattan Cir",pbecker@farmersagent.com,,Salesforce
10836888,Inactive Investor,Amy Dutton,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",amy.dutton@raymondjames.com,,Salesforce
11125478,Inactive Investor,Danieh Kasar,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",danieh.kasar@ml.com,,Salesforce
10916634,Inactive Investor,Michael Sellitto,Chief Compliance Officer;Founding Partner;Managing Member,"Royal Road Wealth Partners, LLC",michael@royalroadwealth.com,,Salesforce
9613847,,Fernando Navarrete,,,nava041971@gmail.com,,List import
11047991,Inactive Investor,Preston Snow,Executive Vice President;Managing Partner;Member;Senior Wealth Advisor,"Avidian Wealth Solutions, LLC Sugar Land TX 13131 Dairy Ashford Rd",prestonsnow@avidianwealth.com,,Salesforce
11139325,Inactive Investor,Walter Jones,Financial Advisor;Investment Portfolio Associate,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",walter.jones@raymondjames.com,,Salesforce
11105831,Inactive Investor,Ryan Beckwith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,ryan.beckwith@ubs.com,,Salesforce
210914,,Tariq Sayyad,,[Unknown],tariqsmd@hotmail.com,,
218690,,Edward Clarke III,,[Unknown],edward.k.clarke@protonmail.com,,
11231396,Inactive Investor,Clayton Burke,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,clayton_burke@vanguard.com,,Salesforce
10889560,Inactive Investor,Michael Bean,,"Osaic Wealth, Inc. Atlanta GA 6190 Powers Ferry Rd",,,Salesforce
10879491,Inactive Investor,Brian Terlinsky,Private Client Advisor,J.P. Morgan Securities LLC Fulton MD 8155 Maple Lawn Blvd,brian.a.terlinsky@jpmorgan.com,,Salesforce
9556659,,Yogi Sobirin,,,yogisobirin7@gmail.com,,List import
10847940,Inactive Investor,Mark Zichterman,Managing Director,"Stifel, Nicolaus & Company, Incorporated Holland MI 99 E 8th St",mark.zichterman@stifel.com,,Salesforce
11148106,Inactive Investor,Sara Spaulding,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,sara.spaulding@fidelity.com,,Salesforce
10929365,Inactive Investor,Kyu Han,,"OneAmerica Securities, Inc. Whittier CA 7740 Painter Ave",kyu.han@oasecurities.com,,Salesforce
11183961,Inactive Investor,Eric Kala,Chief Executive Officer;Regulatory Contact;Wealth Advisor,"Avid Wealth Partners, LLC",eric@avidwp.com,,Salesforce
10847867,Inactive Investor,Christa Perry,,LPL Financial LLC Endicott NY 24 McKinley Ave,christa.perry@lpl.com,,Salesforce
107890,,Erik Funk,,Myself,ejfunk09@gmail.com,6033919789,
11169448,Inactive Investor,David Roberge,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",david_roberge@ml.com,,Salesforce
11188407,Inactive Investor,Paul Cochran,Financial Advisor,Edward Jones Saint Paul MN 1305 Corporate Center Dr,paul.cochran@edwardjones.com,,Salesforce
11144124,Inactive Investor,Sean Warner,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",seanwarner@financialguide.com,,Salesforce
11003560,Inactive Investor,Warner Moore,,PFS Investments Inc. Savannah GA 1421 W Gwinnett St,5wtwb@primerica.com,,Salesforce
10910094,Inactive Investor,Earle Johnson,Managing Member,Boselah Investments,djohnson@boselah.com,,Salesforce
10877247,Inactive Investor,Courtney Colwell,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,courtney_colwell@vanguard.com,,Salesforce
10831185,Inactive Investor,Michael Jones,,Cetera Advisors LLC Burlington WA 336 E Fairhaven Ave,michael.jones@ceteraadvisors.com,,Salesforce
10894543,Inactive Investor,Stephen McBride,,"Sunbelt Securities, Inc.",,,Salesforce
9554686,,Carolyn Bailey,,,cbailey@agiscapital.com,,List import
9618972,,Brad Cohen,,,bcohen@alpineassociates.com,,List import
10971871,Inactive Investor,Matthew Anderson,,"Wells Fargo Clearing Services, LLC Tarpon Springs FL 101 Federal Pl",,,Salesforce
10916016,Inactive Investor,Jose Rodriguez,,"Osaic Wealth, Inc. Dayton OH 4031 Colonel Glenn Hwy",,,Salesforce
11076516,Inactive Investor,Gregory Oviatt,Executive Vice President;Senior Portfolio Manager,"Boyd Watterson Asset Management, LLC Bloomfield Hills MI 121 W Long Lake Rd",goviatt@boydwatterson.com,,Salesforce
153403,,Carlos Lopez,,[Unknown],carlos@io.builders,,Organic Search
10824879,Inactive Investor,Saverio Fiorello,,Kovack Securities Inc. Fort Lauderdale FL 1820 N Corporate Lakes Blvd,sfiorello@ksifa.com,,Salesforce
11016889,Inactive Investor,Noah Miller,,"Raymond James Financial Services, Inc. Grand Rapids MI 625 Kenmoor Ave SE",noah.miller@raymondjames.com,,Salesforce
10514013,,Jacquelyn Cameron,,,jlc@axios.com,,List Import
242408,,John Welch,Executive Director,[Unknown],jhwelch@brazilcham.com,2127518122,Database Upload
9628809,,Dwayne Witten,,,wittenfam5@yahoo.com,,List import
11208885,Inactive Investor,Robert Becker,,"Osaic Wealth, Inc. Odessa FL 17427 Equestrian Trl",,,Salesforce
11122464,Inactive Investor,Lori Jackson,,Deutsche Bank Securities Inc.,,,Salesforce
10861686,Inactive Investor,Bradford Gruby,Chief Compliance Officer;Managing Member;Owner,"High Point Wealth Management, LLC",,,Salesforce
11094375,Inactive Investor,Benito Abarca-Sanchez,Financial Advisor,Edward Jones Chico CA 2760 Esplanade,benito.abarca-sanchez@edwardjones.com,,Salesforce
11145292,Inactive Investor,Allison Giffuni,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Jericho NY 2 Jericho Plz,allison.giffuni@morganstanley.com,,Salesforce
10604441,,Dennis Davis,IAR,"Financial Advisor Network, LLC",dennis.davis@ceterawealth.com,9183923303,List Import
10954760,Inactive Investor,Jessica Johnson,,Fidelity Brokerage Services LLC,,,Salesforce
10849658,Inactive Investor,Felicia Chang,,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",,,Salesforce
9587536,,Joey Hu,,,jhu@buenavistafund.com,,List import
10947201,Inactive Investor,Scott Turner,Financial Planner,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10510073,,Ernest Cave,,Cave Wealth Management,ernie@cavewealth.com,,List Import
11232224,Inactive Investor,Kayla Lawrence,Supervisory Analyst,UBS Financial Services Inc. Clarksville TN Private Residence,,,Salesforce
10803658,Inactive Investor,Paul Comas,Financial Advisor;International Client Advisor;Vice President,Morgan Stanley New York NY 399 Park Ave,paul.comas@morganstanley.com,,Salesforce
10867097,Inactive Investor,Christine Stevens,Supervisor,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",christine.stevens@wellsfargoadvisors.com,,Salesforce
10969260,Inactive Investor,Odalys Avila,,J.P. Morgan Securities LLC Miami FL 4200 SW 152nd Ave,odalys.villavicencio@chase.com,,Salesforce
11000839,Inactive Investor,Eric Grant,Financial Advisor,"Midwestern Securities Trading Company, LLC Monmouth IL 200 E Broadway",,,Salesforce
9623197,,hasan kolay,,,hkolay123@hotmail.com,,List import
9602674,,Phillip Davis,,,prev2005@me.com,,List import
10977348,Inactive Investor,Devin Patel,,"Sanford C. Bernstein & Co., LLC Tampa FL 101 E Kennedy Blvd",devin.patel@bernstein.com,,Salesforce
10789007,Inactive Investor,Sergio Tello,Financial Advisor,"Wells Fargo Clearing Services, LLC Great Falls VA 750 Walker Rd",sergio.tello@wellsfargoadvisors.com,,Salesforce
10870650,Inactive Investor,Jonathan Hurley,,"Cambridge Investment Research, Inc. Keller TX 1670 Keller Pkwy",,,Salesforce
157502,,Flosad Vrapi,,[Unknown],flo.vrapi@gmail.com,,
10820843,Inactive Investor,Dashawn Gumbs,,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,,,Salesforce
10877571,Inactive Investor,Samuel Sullivan,Financial Advisor,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,sam.sullivan@ubs.com,,Salesforce
11124225,Inactive Investor,Robert Dimilia,,J.P. Morgan Securities LLC Brooklyn NY 444 5th Ave,robert.e.dimilia@jpmorgan.com,,Salesforce
11136513,Inactive Investor,Michael Doublin,,"Midwestern Securities Trading Company, LLC",mdoublin@midwesternsecurities.com,,Salesforce
10838282,Inactive Investor,Carl Crowley,,LPL Financial LLC Linwood NJ 222 New Rd,carl.crowley@lpl.com,,Salesforce
11059776,Inactive Investor,Christopher Digiacomo,,"Farmers Financial Solutions, LLC San Francisco CA 2379 Ocean Ave",cdigiacomo@farmersagent.com,,Salesforce
9641173,,Reza Sharifi,,,reza21us@yahoo.com,,List import
11036950,Inactive Investor,Nicholas Buonassisi,,State Farm VP Management Corp. Catonsville MD 6630 Baltimore National Pike,,,Salesforce
10908791,Inactive Investor,James Cook,,The O.N. Equity Sales Company Topeka KS 3601 SW 29th St,jcook@onesco.net,,Salesforce
10806808,Inactive Investor,Eric Peterson,Branch Manager;Financial Advisor,LPL Financial LLC Ventura CA 670 E Thompson Blvd,ericc.peterson@lpl.com,,Salesforce
10804954,Inactive Investor,Mark Province,Managing Director - Investments,"Stifel, Nicolaus & Company, Incorporated Oklahoma City OK 6301 Waterford Blvd",mark.province@stifel.com,,Salesforce
11169085,Inactive Investor,Michael Fitzgerald,,NYLIFE Securities LLC Matthews NC 10590 Independence Pointe Pkwy,mfitzgerald@ft.newyorklife.com,,Salesforce
10920753,Inactive Investor,Nicole Seghetti,Chief Compliance Officer;Founder;Managing Member,Luminary Financial Planning,nicole@luminaryfinancialplanning.com,,Salesforce
11107220,Inactive Investor,Scott Luxton,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",scott.f.luxton@nm.com,,Salesforce
11062020,Inactive Investor,George Smith,Financial Advisor;Owner;Principal,"Vantage Financial Group, Inc.",gsmith@vanfin.com,,Salesforce
11019486,Inactive Investor,Lynna Marcel,Associate Financial Advisor,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",lynna.f.marcel@ampf.com,,Salesforce
11033114,Inactive Investor,Jennifer Curtiss,Associate Branch Manager,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,jcurtiss@rwbaird.com,,Salesforce
26271,,Leon Johnson,,[Unknown],leon.m.johnson4.ctr@mail.mil,,
4740477,,Glen Hale,,,hotozmale@hotmail.com,,Web form fillout
11180582,Inactive Investor,Scott Suarez,,"Truist Investment Services, Inc. Atlanta GA 3333 Peachtree Rd NE",scott.suarez@truist.com,,Salesforce
10916885,Inactive Investor,William Ailey,Financial Advisor,Edward Jones Saint Louis MO 2055 Craigshire Rd,will.ailey@edwardjones.com,,Salesforce
11062847,Inactive Investor,Andrea Caggiano,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,acaggiano@ft.newyorklife.com,,Salesforce
10999415,Inactive Investor,Nahesha Morgan,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,npmorgan@ft.newyorklife.com,,Salesforce
11089651,Inactive Investor,Scott Melnick,,"Osaic FA, Inc. Gainesville FL 5045 SW 78th Way",scott.melnick@lfg.com,,Salesforce
10786974,Inactive Investor,Charles Lytle,Investment Advisor Representative,Lytle Investments,chas@lytleinvestments.com,,Salesforce
338213,,James Carey,"Board of Managers, Managing Director, Member","Sound Point Capital Management, LP",jcarey@stonepoint.com,203-862-2900,Manual List Upload
10784987,Inactive Investor,Allen Witham,Owner;Principal,"St. Nicholas Private Asset Management, Inc.",allen@stnicholaspam.com,,Salesforce
9642482,,Tim Dinh,,,tdinh2205@gmail.com,,List import
11083313,Inactive Investor,Gary Najarian,,"Osaic Wealth, Inc. West Newton MA 432 Cherry St",gnajarian@osaicwealth.com,,Salesforce
9610178,,Alexander Smith,,,smithap@usc.edu,,List import
1003519,Inactive Investor,Tim Webb,,Power Corp,twebb@powercorp.us,,
11163573,Inactive Investor,William Snyder,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",wsnyder5@ml.com,,Salesforce
11009758,Inactive Investor,David Seay,,"Commerce Brokerage Services, Inc. Kansas City MO 1000 Walnut St",david.seay@commercebank.com,,Salesforce
10948382,Inactive Investor,Daniel Sparks,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,Sparks Capital Management,daniel@sparks.capital,,Salesforce
11023315,Inactive Investor,Timothy Durso,,"Principal Securities, Inc. Lansing MI 608 S Washington Ave",durso.tim@principal.com,,Salesforce
11203267,Inactive Investor,Lucia Kaddouh,Senior Client Associate,"RBC Capital Markets, LLC Bloomfield Hills MI 38505 Woodward Ave",luci.kaddouh@rbc.com,,Salesforce
335539,,Michael Ardisson,"Head Of Business Development, Chief Operating Officer, President & Partner",Medalist Partners Lp,mardisson@medalistpartners.com,212-493-4477,Manual List Upload
10898553,Inactive Investor,Maxwell Manning,Client Service Associate,Morgan Stanley New York NY 1585 Broadway,max.manning@morganstanleypwm.com,,Salesforce
11068238,Inactive Investor,Jason Pochily,Financial Advisor,Edward Jones Laconia NH 386 Union Ave,jason.pochily@edwardjones.com,,Salesforce
10613144,,Robert Deverna,"Senior Financial Advisor, Vice President",,robert_k_deverna@ml.com,,List Import
9577769,,Bryan Gratton,,,bgratton@massmutual.com,,List import
10948934,Inactive Investor,Michael Torney,Senior Advisor,"Moneta Group Investment Advisors, LLC",mtorney@monetagroup.com,,Salesforce
218038,,Peter Peters,,[Unknown],peterjohnpeters@gmail.com,,
10816361,Inactive Investor,Jeffrey Bogue,Manager;Principal,Bogue Asset Management LLC Wells ME 74 Merriland Ridge Rd,jeff@bogueassetmanagement.com,,Salesforce
11108336,Inactive Investor,Michael Logan,,"Raymond James Financial Services, Inc. Exton PA 835 Springdale Dr",,,Salesforce
11047159,Inactive Investor,John Taylor,President,"Anchor Financial Services, CPA, PA",jay@afs-cpa.com,,Salesforce
11121695,Inactive Investor,Teddi Paulson,Owner,"Ameriprise Financial Services, LLC Fargo ND 2300 13th Ave S",teddi.jo.paulson@ampf.com,,Salesforce
10801647,Inactive Investor,Carlo Panaccione,Founder;Managing Member;Private Wealth Advisor;Registered Principal,Navigation Group LLC,carlo@navigationgroup.com,,Salesforce
10855875,Inactive Investor,Ralph Hicks,Investment Advisor;Managing Member;Partner;Regulatory Contact,"Oakmont Advisory Group, LLC",ralph@oakmontadvisory.com,,Salesforce
11175863,Inactive Investor,Paige Barham,Financial Consultant,"First Citizens Investor Services, Inc. Roanoke VA 3862 Electric Rd",paige.barham@firstcitizens.com,,Salesforce
11068961,Inactive Investor,Christopher Vomund,,State Farm VP Management Corp. Fredericksburg VA 4930 Southpoint Dr,christopher.vomund.khxr@statefarm.com,,Salesforce
10983396,Inactive Investor,Daniel Finch,Financial Advisor,"Ameriprise Financial Services, LLC Greenville TX 5809 Wesley St",daniel.finch@ampf.com,,Salesforce
345881,,Christopher Schulenburg,Chairman,"Clark Financial Services Group, Inc.",chris@clarkfin.com,314-469-5000,Manual List Upload
10831792,Inactive Investor,Wade Kornblith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,wade.kornblith@ubs.com,,Salesforce
10695830,,Jose Zambrano,,Franklin Templeton,jose.zambrano@franklintempleton.com,,List Import
10649533,,[Unknown],,,jraimondo@ancora.net,,Web Form Fillout
4103224,,Ryan Att,,,ryan.attayek@gmail.com,,Web Form Fillout
9552799,,Christine Coppellotti,,,ccoppellotti@hewlett.org,,List import
9540582,,Yuval Wirzberger,,,yuval@solidblock.co,,List Import
10895936,Inactive Investor,Tyler Lozier,,Fidelity Brokerage Services LLC,,,Salesforce
10786488,Inactive Investor,Chi Cheng,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",,,Salesforce
10911990,Inactive Investor,Emilio Monti,,"Cambridge Investment Research, Inc. Penfield NY 481 Penbrooke Dr",,,Salesforce
9547973,,Jordan Gallacher,,,jordan@gallachercapital.com,,List Import
11041162,Inactive Investor,Steven Harlass,,Thrivent Investment Management Inc.,steven.harlass@thrivent.com,,Salesforce
11156463,Inactive Investor,Joshua Mark,,J.P. Morgan Securities LLC New York NY 1495 York Ave,joshua.mark@jpmorgan.com,,Salesforce
9562307,,Fountaine Phelps,,,fountainephelps007@gmail.com,,List import
11101313,Inactive Investor,David Reyes,,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,david.reyes@primerica.com,,Salesforce
7342,,Sam Ouimet,,[[Unknown]],souimet123@gmail.com,,Direct
216867,,Matthew MacWilliams,,[Unknown],mattmac@weinheimerwealth.com,,Event
10961075,Inactive Investor,Sarah Sibicky,,Citigroup Global Markets Inc.,,,Salesforce
10809299,Inactive Investor,Christopher Cantrell,,"Raymond James Financial Services, Inc. Peachtree Corners GA 4725 Peachtree Corners Cir",paul.cantrell@raymondjames.com,,Salesforce
11106068,Inactive Investor,Michael Emery,Chief Investment Officer;Founder;Manager;Member;President,"Leeward Financial Partners, LLC",,,Salesforce
10899996,Inactive Investor,Norman Cook,Executive Vice President,"Sequoia Financial Group, L.L.C.",ncook@sequoia-financial.com,,Salesforce
11070546,Inactive Investor,Leticia Huero,,J.P. Morgan Securities LLC New York NY 498 Fashion Ave,leticia.huero@chase.com,,Salesforce
11087583,Inactive Investor,Joseph Filipone,Wealth Planning Advisor,"Osaic FA, Inc. Medford NJ 7 Clarks Gap Ct",joseph.filipone@lfg.com,,Salesforce
11154238,Inactive Investor,Dustin Tondreau,Financial Advisor;Wealth Advisor,LPL Financial LLC Camarillo CA 300 Arneill Rd,dustin.tondreau@lpl.com,,Salesforce
9564557,,Ann Eisenhart,,,ann.eisenhart@advisorscenter.com,,List import
10873092,Inactive Investor,Chaojing Jiang,,"Transamerica Financial Advisors, Inc Gaithersburg MD 9801 Washingtonian Blvd",chaojing.jiang@transamerica.com,,Salesforce
10823021,Inactive Investor,Parikshit Patel,Financial Advisor,Edward Jones Garden City NY 666 Old Country Rd,,,Salesforce
10821545,Inactive Investor,Randy Stark,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",randy.stark@truist.com,,Salesforce
10797992,Inactive Investor,Deborah Stokes,,Wedbush Securities Inc. Bonsall CA Private Residence,deborah.stokes@wedbush.com,,Salesforce
9561965,,Beth Thieman,,,beth.thieman@securitiesamerica.com,,List import
10958623,Inactive Investor,Jamel Williams,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jamel.p.williamsjr@chase.com,,Salesforce
10966377,Inactive Investor,Sarah Foley,,NYLIFE Securities LLC Spokane WA 5727 N Division St,sfoley00@ft.newyorklife.com,,Salesforce
10980348,Inactive Investor,Casey West,Investment Advisor;Vice President,Fogel Capital Management Inc,casey.west@fogelcapital.com,,Salesforce
10766062,Inactive Investor,Matthew Ehrenreich,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",matthew.ehrenreich@ml.com,,Salesforce
10922048,Inactive Investor,Preston Jones,,"Osaic Wealth, Inc. Davenport IA 3243 E 35th Street Ct",,,Salesforce
10890033,Inactive Investor,Cordell Gatherum,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",cordell.gatherum@nm.com,,Salesforce
10814174,Inactive Investor,Penny Dillon,Senior Registered Associate,Morgan Stanley Spokane WA 717 W Sprague Ave,penny.dillon@morganstanley.com,,Salesforce
11175036,Inactive Investor,Pamela Manuel,,"Avantax Investment Services, Inc. Morgan City LA 1201 David Dr",,,Salesforce
11016045,Inactive Investor,Andrea Roesel,,Commonwealth Financial Network Joliet IL 950 Essington Rd,aroesel@commonwealth.com,,Salesforce
10877295,Inactive Investor,Douglas Dionne,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11207161,Inactive Investor,Daniel Williams,Financial Consultant,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",daniel.williams@equitable.com,,Salesforce
10193522,,Donna foley,,,kenneychesey@gmail.com,,Web Form Fillout
11129404,Inactive Investor,Hugh Covington,Chief Compliance Officer;President,"Covington & Associates, Inc.",rich@covingtonadvisors.com,,Salesforce
10900521,Inactive Investor,Nicholas Schriever,,LPL Financial LLC Omaha NE 9869 S 168th Ave,nicholas.schriever@lpl.com,,Salesforce
10606142,,Frank Calderone,"Branch Manager, Financial Advisor","Raymond James Financial Services Advisors, Inc",frank.calderone@raymondjames.com,914-219-5892,List Import
11222183,,Joel Blumenschein,,,joelb@kcdfinancial.com,,List Import
11175411,Inactive Investor,Louis Leone,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Vernon Hills IL 3 W Hawthorn Pkwy",pete.leone@nm.com,,Salesforce
339031,,Robert Fitzsimmons,"Managing Member, Managing Partner And CCO","High Road Capital Partners, Llc",rfitzsimmons@highroadcap.com,212-554-3265,Manual List Upload
11018678,Inactive Investor,Stephen Finney,,"Northwestern Mutual Investment Services, LLC Macon GA 3920 Arkwright Rd",stephen.finney@nm.com,,Salesforce
11049659,Inactive Investor,Nathan Sand,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Osseo MN 13501 80th Cir N",nathan.sand@usbank.com,,Salesforce
9580036,,Joseph Rhame,"Chief Executive Officer, Portfolio Manager",Reaves Asset Management,jrhame@whreaves.com,800-975-8395,List import
11185656,Inactive Investor,Daniel Trevino,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,djtrevino@ft.newyorklife.com,,Salesforce
10613975,,Michael Tolpa,Financial Advisor,,michael.tolpa@wellsfargoadvisors.com,,List Import
11165676,Inactive Investor,Robert Simmons,Financial Advisor;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Hattiesburg MS 6555 U S Hwy 98",robert.simmons@benjaminfedwards.com,,Salesforce
10815954,Inactive Investor,Hogan Fulghum,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Charlotte NC 4500 Cameron Valley Pkwy",hogan.m.fulghum@ampf.com,,Salesforce
10846046,Inactive Investor,Shaun Taylor,Senior Relationship Manager,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9614675,,Ginger Johnson,,,tl7735820@gmail.com,,List import
11006125,Inactive Investor,Austin Whitt,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1500 Urban Center Dr",austin.b.whitt@nm.com,,Salesforce
9594722,,Kenneth Ferrone,,,kferrone@nestarassetman.com,,List import
10988989,Inactive Investor,Donald Sherman,,NYLIFE Securities LLC Norman OK 1818 W Lindsey St,dnsherman@ft.newyorklife.com,,Salesforce
10618169,,Adam Goldman,,,agoldman@mesirowfinancial.com,,List Import
10815292,Inactive Investor,Phyllis Riggins,,Stephens Dallas TX 200 300 Crescent Ct,priggins@stephens.com,,Salesforce
9560158,,Sander Mortensen,,,sander.w.mortensen@gmail.com,,List import
10972692,Inactive Investor,Kyle Klinek,,Fidelity Brokerage Services LLC Pittsburgh PA 1680 Washington Rd,,,Salesforce
5297822,,Alecia Campbell,,,lecia.cassy@gmail.com,,Web form fillout
10808158,Inactive Investor,Scott Gordon,,"CapFinancial Securities, LLC. Folsom CA 1130 Iron Point Rd",,,Salesforce
9551585,,Mark Nanamura,,,mark.nanamura@mutualsecurities.com,,List import
11108020,Inactive Investor,Jeffrey Braciszewicz,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,jeffrey.braciszewicz@jpmorgan.com,,Salesforce
10850569,Inactive Investor,Lucy Ambros,,J.P. Morgan Securities LLC New York NY 181 E 90th St,lucy.x.ambros@chase.com,,Salesforce
10747842,,James Pryde,,,james.pryde@comcast.net,,Web Form Fillout
10939387,Inactive Investor,Rory Ronzano,Paraplanner,"Ameriprise Financial Services, LLC Exton PA 760 Constitution Dr",sydney.ronzano@ampf.com,,Salesforce
10905947,Inactive Investor,Deborah Marcus,,"Allstate Financial Services, LLC Miami FL 13802 SW 88th St",deborahmarcus@allstate.com,,Salesforce
10876039,Inactive Investor,Stacey Zellers,,Fidelity Brokerage Services LLC Mount Pleasant SC 75 Port City Lndg,,,Salesforce
11047369,Inactive Investor,Karla Thompson,Assistant Vice President,"CUSO Financial Services, L.P.",kthompson@cusonet.com,,Salesforce
10768622,Inactive Investor,Adam Hendricks,Senior Complex Risk Officer,Morgan Stanley Dayton OH 4380 Buckeye Ln,adam.hendricks@morganstanley.com,,Salesforce
61433,,Carolyn Kaiser,,William Blair,ckaiser@williamblair.com,312-364-8416,
10875878,Inactive Investor,Yulia Aiden,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Denver CO 1670 Broadway",yulia.aiden@tiaa.org,,Salesforce
177432,,Matt Robbins,"Consultant, Gerber Taylor",[Unknown],mrobbins@gerbertaylor.com, +1 901 526 9750,Database Upload
6855627,,Krishna Vishwakarma,,,kv1718680@gmail.com,,Web Form Fillout
11179484,Inactive Investor,Kimberly Serrano Chalco,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,kimberly.serrano-chalco@leerink.com,,Salesforce
10875118,Inactive Investor,Elizabeth Teifer,,"Herbert J. Sims & Co, Inc. Red Bank NJ 331 Newman Springs Rd",eteifer@hjsims.com,,Salesforce
10762001,Inactive Investor,Neil Newsham,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",neilnewsham@ml.com,,Salesforce
11054915,Inactive Investor,Lucas Brandt,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
10510934,,Victor Gomez,Chief Executive Officer,BITA,vg@bita.io,,List Import
10990335,Inactive Investor,Isaac Daugherty,Senior Investment Analyst,Fiduciary Counselling Inc,,,Salesforce
11196932,Inactive Investor,Scott Cohen,Financial Advisor,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",scott.cohen@nm.com,,Salesforce
9623768,,Connor Stahmer,,,c.stahmer@outlook.com,,List import
11203910,Inactive Investor,Suzana Kovatch,Executive Director,J.P. Morgan Securities LLC Indianapolis IN 1 E Ohio St,suzana.t.kovatch@jpmorgan.com,,Salesforce
10487745,,Robert Bennett,"President, Senior Managing Director",Thackeray Partners,rob.bennett@greystar.com,,List Import
10968630,Inactive Investor,Kyle Fults,,"Bankers Life Securities, Inc. Omaha NE 12020 Shamrock Plz",kyle.fults@bankerslife.com,,Salesforce
9638189,,Rogerio de Carvalho Jr,,,rogerio@astoncapital.net,,List import
11217744,,Richard Sentnor,,,richard.sentnor@lpl.com,,List Import
11196141,Inactive Investor,Chanel Brown,,LPL Financial LLC Colorado Springs CO 1390 Farnham Pt,chanel.brown@lpl.com,,Salesforce
10756169,Inactive Investor,Kelli Morrison,Financial Advisor;Wealth Advisor Associate,Morgan Stanley Mandeville LA 1261 W Causeway Approach,kelli.morrison@morganstanley.com,,Salesforce
10953148,Inactive Investor,Jackson Cobb,Wealth Strategy Associate,UBS Financial Services Inc. Billings MT 401 N 31st St,jackson.cobb@ubs.com,,Salesforce
11059308,Inactive Investor,Deshja Young,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10821381,Inactive Investor,David Urban,,LPL Financial LLC Stratford CT 3638 Main St,david.urban@lpl.com,,Salesforce
347384,,Stephanie Wallace,Acquisitions Analyst,"Phoenix Capital Realty Advisors, Llc",swallace@pcpre.com,972-866-7577,Manual List Upload
9555428,,Kim Hongseop,,,nambada85@naver.com,,List import
9622435,,Raju Angani,,,angani@gmail.con,,List import
11102666,Inactive Investor,Elizabeth Yarkosky,Portfolio Associate;Senior Registered Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,liz.yarkosky@morganstanley.com,,Salesforce
10657737,,Eric Luebchow,,,eric.luebchow@wellsfargo.com,,List Import
10815876,Inactive Investor,Liza Howard,,PFS Investments Inc. York AL 1003 4th Ave,liza.howard@primerica.com,,Salesforce
11143833,Inactive Investor,Christopher Neil,,"Raymond James Financial Services, Inc. North Richland Hills TX 8605 Mid Cities Blvd",casey.neil@raymondjames.com,,Salesforce
11007121,Inactive Investor,Richard Stewart,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
10906139,Inactive Investor,Asoka Weeraratne,Founder;Owner;President,UTA LLC,asoka@uptownadv.com,,Salesforce
10959051,Inactive Investor,Zhourui Feng,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,zhourui.feng@jpmorgan.com,,Salesforce
10878820,Inactive Investor,Michael Munson,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Eureka CA 205 I St",mmunson@kingsview.com,,Salesforce
10901264,Inactive Investor,Rebecca Horowitz,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,rebecca.horowitz@fmr.com,,Salesforce
10887580,Inactive Investor,Timothy Withers,Chief Compliance Officer;Chief Investment Officer;Founder;President;Senior Portfolio Manager,Twin Gryphon Advisors LLC,timothy@twingryphonadvisors.com,,Salesforce
11156316,Inactive Investor,James Mcardle,,Innovation Partners LLC,jmcardle@innovationpartnersllc.com,,Salesforce
9631448,,Nick Chin,,,nickchin628@gmail.com,,List import
232610,, -,,[[Unknown]],doddmon@gmail.com,,
11101597,Inactive Investor,Thomas Smallwood,,J.P. Morgan Securities LLC Nashville TN 1201 Demonbreun St,,,Salesforce
10489538,,Elizabeth Cooke,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",elizabeth.j.cooke@ml.com,,List Import
10611150,,Elizabeth Maccarone,"Assistant Vice President, Financial Advisor, Senior Financial Advisor",,elizabeth.maccarone@ml.com,,List Import
10949085,Inactive Investor,Gregory Mitro,,"Founders Financial Alliance, LLC Saint Petersburg FL Private Residence",gregory.mitro@foundersfa.com,,Salesforce
11012654,Inactive Investor,Kyler Dennis,,"Northwestern Mutual Investment Services, LLC",kyler.dennis@nm.com,,Salesforce
11153169,Inactive Investor,Victoria Ricker,Financial Advisor;Vice President,Janney Montgomery Scott LLC Fort Lauderdale FL 200 SW 1st Ave,toryricker@janney.com,,Salesforce
11115263,Inactive Investor,D Chadwick Holmes,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,,,Salesforce
11082966,Inactive Investor,S Markham,Financial Planner,Commonwealth Financial Network Alpharetta GA 3180 N Point Pkwy,,,Salesforce
10944186,Inactive Investor,Edward Miller,Financial Advisor,LPL Financial LLC Breckenridge TX 103 W Elm St,,,Salesforce
11003634,Inactive Investor,Amy Halverson,,"FBL Marketing Services, LLC",,,Salesforce
53747,,Paul Ordonio,"CCO, Secretary, Director",Park Place Capital Corporation,pordonio@nashcap.com,205-327-4271,Manual List Upload
10817847,Inactive Investor,Margarita Beers,,"M Holdings Securities, Inc. Needham Heights MA 197 1st Ave",,,Salesforce
1797850,,Tyrone Edwards,,,etyrone99@yahoo.com,,
9644436,,Charles Webb,,,webb27717@gmail.com,,List import
79324,,Dustin Huffman,"Investment Advisor, Vice President",Fisher Investments,d.huffman@fi.com,,
11115534,Inactive Investor,Rachael McBride,,"Wells Fargo Advisors Financial Network, LLC Fort Walton Beach FL 92 Eglin Pkwy NE",,,Salesforce
194337,,Lewis Jacoby,"Chief Investment Officer, Executive Director","Spectrum Asset Management, Inc.",pjacoby@samipfd.com,203-322-0189,
10873194,Inactive Investor,Matthew Fleming,Senior Director,"Northwestern Mutual Investment Services, LLC",mattfleming@northwesternmutual.com,,Salesforce
10659641,,Christy Walsh,,,christy.walsh@lpl.com,,List Import
11049359,Inactive Investor,Kevin Wiley,,PFS Investments Inc. Memphis TN 5190 Park Ave,kevin.wiley@primerica.com,,Salesforce
11204175,Inactive Investor,Seth Mcpheeters,,"P.J. Robb Variable, LLC Charlotte NC 550 S Caldwell St",,,Salesforce
10837060,Inactive Investor,Mark Melillo,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",,,Salesforce
10795772,Inactive Investor,Brian Fenelon,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",brian.t.fenelon@ml.com,,Salesforce
10489645,,David Dodgen,Investment Advisor,Fisher Investments,dodgen95@att.net,,List Import
97357,,Jonathan Short,Director,Trinchero Family Estates,jshort@tfewines.com,,
343515,,Clifton Peterson,Vice President,"Renovo Capital, Llc",clifton.peterson@renovocap.com,214-699-4960,Manual List Upload
209063,,Bradly Baxter,,"Wealth Enhancement Advisory Services, Llc",bbaxter@wealthenhancement.com,,
10959092,Inactive Investor,Mike Yax Pacheco,,Fidelity Brokerage Services LLC,,,Salesforce
10762782,Inactive Investor,Kathleen Roeser,Managing Director;Wealth Advisor,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,kathy.roeser@morganstanley.com,,Salesforce
10757057,Inactive Investor,Rodman Tilt,Lending Specialist;Private Wealth Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10997241,Inactive Investor,Matthew Valle,,LPL Financial LLC Pittsford NY 65 Monroe Ave,matthew.valle@lpl.com,,Salesforce
9611822,,Kinu Kai,,,kaikinu.contact@gmail.com,,List import
11209238,Inactive Investor,Kyle Emmons,Financial Advisor,"M. E. Allison & Co., Inc.",kemmons@meallison.com,,Salesforce
229506,, -,,[[Unknown]],donaldkendall@gmail.com,,Organic Search
10615244,,Frank Gaetano,"Financial Advisor, Vice President, Vice President - Wealth Management",,frank.j.gaetano@morganstanley.com,,List Import
10882100,Inactive Investor,Adam Pisani,,"Allstate Financial Services, LLC Houston TX 15024 FM 529 Rd",adampisani@allstate.com,,Salesforce
10823780,Inactive Investor,Tamela Blancato,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",tamela_blancato@ml.com,,Salesforce
10983997,Inactive Investor,Ann Bosch,,"MML Investors Services, LLC Rochester NY 2998 Chili Ave",,,Salesforce
11133747,Inactive Investor,Mariam Shapira,,"Allstate Financial Services, LLC Melbourne FL 7630 N Wickham Rd",mariamshapira@allstate.com,,Salesforce
11011310,Inactive Investor,Denise Sancho-Caesar,,J.P. Morgan Securities LLC Bronx NY 1355 Oakpoint Ave,denise.sancho-caesar@jpmorgan.com,,Salesforce
11220645,,Douglas Ramsey,,,dramsey@leutholdgroup.com,,Other
10974978,Inactive Investor,Ryan Sikora,,"Cambridge Investment Research, Inc. Murrysville PA 4495 Old William Penn Hwy",,,Salesforce
10487326,,Megan Smith,"First Vice President - Wealth Management, Private Wealth Advisor",UBS Financial Services Inc.,megan.smith@ubs.com,,List Import
11197694,Inactive Investor,Edward Coil,Senior Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10893074,Inactive Investor,Justin Wolfe,,"Cambridge Investment Research, Inc. Wilmington NC 1015 Ashes Dr",,,Salesforce
11212194,Inactive Investor,Kyle Crump,,J.P. Morgan Securities LLC Bossier City LA 2039 Airline Dr,,,Salesforce
218707,,Thai Tu,,[Unknown],thaitbui@gmail.com,,source
11203326,Inactive Investor,James Herrington,Chief Executive Officer;Founder,Herrington Investment Solutions Pittsburgh PA 153 Thousand Oaks Dr,jherrington@his-here.com,,Salesforce
11235736,Inactive Investor,Cory Bruntz,Wealth Advisor,"Beacon Pointe Advisors, LLC Fort Worth TX 1408 Montgomery St",cbruntz@beaconpointe.com,,Salesforce
335144,,Morgan Stevens,CEO,"Morgan Stevens Asset Management, Llc",morgan@morganasset.com,714-878-0226,Manual List Upload
11002904,Inactive Investor,Mario Torres,Investment Advisor Representative,LPL Financial LLC San Diego CA 4707 Executive Dr,mario.torres@lpl.com,,Salesforce
10833275,Inactive Investor,Jill Salvatore,Vice President,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",,,Salesforce
9609184,,qinwen wang,,,wqw228@gmail.com,,List import
219385,,donald r aiken,,[Unknown],draiken@mail.com,,
11062672,Inactive Investor,Charles Jenkins,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Augusta GA 1 10th St",ferrell.jenkins@wellsfargoadvisors.com,,Salesforce
10860777,Inactive Investor,Richard Pond,Financial Professional,LPL Financial LLC Sarasota FL Private Residence,richard.pond@lpl.com,,Salesforce
9638211,,Lisa Imbragulio,,,lcimbrag@samford.edu,,List import
11136451,Inactive Investor,Ivan Eiraldi,,Vanguard Marketing Corporation,ivan_eiraldi@vanguard.com,,Salesforce
10753407,Inactive Investor,Gerald Purdy,,LPL Financial LLC Macomb MI 17957 Hall Rd,gerald.purdy@lpl.com,,Salesforce
11194473,Inactive Investor,Mitchell Lunn,,State Farm VP Management Corp. Fort Dodge IA 616 N 15th St,mitch.lunn.twvz@statefarm.com,,Salesforce
9635321,,Chad Watt,,,chad.watt@elevagepartners.com,,List import
11044068,Inactive Investor,Justin Henne,Chief Investment Officer,"Twele Capital Management, Inc. Minnetonka MN 5601 Smetana Dr",justin.henne@twelecapital.com,,Salesforce
220320,,Eirik Nerdal,,[Unknown],eirik.nerdal@gmail.com,,Direct
10465576,,Armen Abgaryan,,,abgaryana@yahoo.com,,Web Form Fillout
10752620,Inactive Investor,Patrick Crean,,"Grove Point Investments, LLC Cleveland OH Private Residence",pcrean@hbeckinc.com,,Salesforce
334329,,James Everitt,,Mercer Global Advisors Inc.,jeveritt@merceradvisors.com,(208) 726-8858,
222921,,Kenneth Louiseize,,[Unknown],prokenneth1235@gmail.com,,
10988435,Inactive Investor,Harry Matheney,,"Pruco Securities, LLC. Glen Allen VA 4860 Cox Rd",dale.matheney@prudential.com,,Salesforce
10887645,Inactive Investor,Bradley Laborde,,J.P. Morgan Securities LLC Slidell LA 1943 Gause Blvd E,bradley.p.laborde@jpmorgan.com,,Salesforce
10618338,,David Perrine,,,david_v_perrine@ml.com,,List Import
10776875,Inactive Investor,Laura Groves,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,laura.groves@fmr.com,,Salesforce
10871108,Inactive Investor,Alexander Lee,,"Bessemer Investor Services, Inc. Washington DC 900 17th St NW",,,Salesforce
10993158,Inactive Investor,Xaviera Zime,,Deutsche Bank Securities Inc.,xaviera@deutschewealth.com,,Salesforce
11096246,Inactive Investor,Anthony Kidron,Financial Planner,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",anthony.kidron@equitable.com,,Salesforce
10771222,Inactive Investor,Jovo Djurovski,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Sterling Heights MI 12900 Hall Rd,john.djurovski@opco.com,,Salesforce
11073010,Inactive Investor,John Amedeo,,J.P. Morgan Securities LLC Alliance OH 1207 W State St,,,Salesforce
11038997,Inactive Investor,Christopher Bryan,Wealth Director,Pine Valley Investments,cbryan@pinevalleyinvestments.com,,Salesforce
9603275,,Alikaram Alikaram,,,alikaram6968@gmail.com,,List import
10998097,Inactive Investor,Thanh Tran,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,tbtran02@ft.newyorklife.com,,Salesforce
11181434,Inactive Investor,Jeremy Phillips,,"Stifel, Nicolaus & Company, Incorporated Wayzata MN 701 Lake St E",phillipsj@stifel.com,,Salesforce
228370,, -,,[[Unknown]],mwhite1010@sbcglobal.net,,
10813855,Inactive Investor,David Hawkins,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Richmond VA 901 E Byrd St,david.hawkins@morganstanley.com,,Salesforce
9621709,,Ya Know,,,whatwhatido@hotmail.com,,List import
11229620,Inactive Investor,Tyler Shepard,Director,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",tyler.shepard@nm.com,,Salesforce
11145212,Inactive Investor,Michael Aboosamra,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,michael.aboosamra@morganstanley.com,,Salesforce
9572518,,Nam Nguyen,,,nhokka1992@gmail.com,,List import
9575992,,Jonathan Schwartz,,,jschwartz@etfpm.com,,List import
11159014,Inactive Investor,Patrick Heeb,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,patrick.heeb@fmr.com,,Salesforce
10945825,Inactive Investor,Joseph Ledbetter,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10869075,Inactive Investor,Maynard Mitchell,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9626283,,Panduranga Rao Jadav S,,,shivajirao9@gmail.com,,List import
9612106,,Bruce Klink,,,bmklink@gmail.com,,List import
10756338,Inactive Investor,Marissa Baldoni,Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",marissa.baldoni@ml.com,,Salesforce
10659896,,Donald Bridges,,,dbridges@interactivebrokers.com,,List Import
10783187,Inactive Investor,Robert Watson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robert.watson@fidelity.com,,Salesforce
9583402,,James Alexander,,,jamie@redmondassetmanagement.com,,List import
11223891,,[Unknown],,,fei.z@parafi.com,,List Import
9608731,,Duc Quan,,,ksducquan@gmail.com,,List import
11165303,Inactive Investor,Aaron Massey,Financial Advisor,"Wells Fargo Clearing Services, LLC Price UT 180 E Main St",aaron.j.massey@wellsfargo.com,,Salesforce
10799617,Inactive Investor,Daniel Tasciotti,Financial Professional,"MML Investors Services, LLC Miami FL 8300 NW 53rd St",dtasciotti@financialguide.com,,Salesforce
9557450,,Janser Chua,,,janserc@gmail.com,,List import
10816739,Inactive Investor,Kevin Gardner,,Morgan Stanley Alpharetta GA 3 Edison Dr,kevin.gardner@morganstanley.com,,Salesforce
11165056,Inactive Investor,Thomas Pancoast,,LPL Financial LLC New York NY Private Residence,tom.pancoast@lpl.com,,Salesforce
9614587,,Vera Xu,,,xuxiaoqing@anjielaw.com,,List import
11139910,Inactive Investor,Dustin Willing,,"Kestra Investment Services, LLC Wayne PA 955 Chesterbrook Blvd",,,Salesforce
340324,,Kevin Magan,Vice President,Great Hill Partners,kmagan@greathillpartners.com,617-790-9400,Manual List Upload
10903434,Inactive Investor,Amy Fosbenner,,"DAI Securities, LLC",,,Salesforce
246326,,Not Provided,Senior Counsel & Policy Adviser,SEC,janna.berke@gmail.com,,Manual List Upload
9566523,,Brent Willis,,,willis.brent@principal.com,,List import
10808043,Inactive Investor,Bryce Adam,Financial Advisor,Edward Jones Noblesville IN 245 Sheridan Rd,bryce.adam@edwardjones.com,,Salesforce
11051687,Inactive Investor,Lee Peterson,Owner,Peterson Financial Services,,,Salesforce
9591104,,Mariana ferro,,,mferro@univision.net,,List import
372181,,Glenn Matheson,,Australia,gentleman.nosh@gmail.com,,Salesforce
346890,,J Ashby,CFP,Mustard Seed Wealth Management,david@msfwm.com,870-234-1618,Manual List Upload
11160357,Inactive Investor,Saima Ibrahim,,"Wells Fargo Clearing Services, LLC Englewood CO 5050 S Federal Blvd",,,Salesforce
10942610,Inactive Investor,Angela Whiteman,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",angela.whiteman@robinhood.com,,Salesforce
9614453,,Tom Jones,,,tom@jonesresearch.com,,List import
337304,, -,,[Unknown],acre-illogic.0x@icloud.com,,
11077713,Inactive Investor,Dwayne Dean,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Saint Paul MN 401 Robert St N",dwayne.dean@schwab.com,,Salesforce
10924450,Inactive Investor,Raynor Dail,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
1003460,Inactive Investor,John Denza,CHIEF COMMERCIAL OFFICER,ErisX,john.denza@erisx.com,3123583963,
11008303,Inactive Investor,Eddie Leblanc,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11185450,Inactive Investor,Philip Desanto,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly MA 138 Conant St",philip.desanto@wellsfargoadvisors.com,,Salesforce
9560116,,Jeremy Mitchell,,,revol3000@gmail.com,,List import
10814227,Inactive Investor,Kevin Donohue,Financial Advisor,Edward Jones Saint Louis MO 2 Cityplace Dr,kevin.donohue@edwardjones.com,,Salesforce
9577193,,Griffin Haviken,,,griffin.haviken@towercrestcapital.com,,List import
11082747,Inactive Investor,Andrew Carroll,,Fidelity Brokerage Services LLC,,,Salesforce
10851556,Inactive Investor,Scott Strasser,Managing Partner,Perennial,sstrasser@perennial.com,,Salesforce
10987111,Inactive Investor,Owen Paulk,Financial Advisor;Financial Representative,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",,,Salesforce
10787031,Inactive Investor,Erin Yost,Financial Consultant,"Charles Schwab & Co., Inc. Bozeman MT 610 Boardwalk Ave",erin.yost@schwab.com,,Salesforce
11014119,Inactive Investor,Cesar Mata,,J.P. Morgan Securities LLC Lake Zurich IL 455 S Rand Rd,cesar.mata@jpmorgan.com,,Salesforce
11135804,Inactive Investor,Jon Denman,Financial Advisor,Edward Jones New Castle PA 26 Nesbitt Rd,jon.denman@edwardjones.com,,Salesforce
10924071,Inactive Investor,Frank Zumbo,,Fidelity Brokerage Services LLC,,,Salesforce
11103190,Inactive Investor,Benjamin D'Auteuil,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
10878944,Inactive Investor,Logan Shanks,,"Osaic Institutions, Inc. East Lansing MI 3001 Coolidge Rd",,,Salesforce
11091327,Inactive Investor,Jonathan O'Connell,,Fidelity Brokerage Services LLC,,,Salesforce
11191143,Inactive Investor,Evan Stephens,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",evan.stephens@ml.com,,Salesforce
10800519,Inactive Investor,Danielle Juda,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,danielle.metson@jpmorgan.com,,Salesforce
11023729,Inactive Investor,Stefan Tribelhorn,,CIBC World Markets Corp.,,,Salesforce
11142650,Inactive Investor,Wejiha Muzaffar,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",wejiha.muzaffar@equitable.com,,Salesforce
10795360,Inactive Investor,Danica Goshert,Private Wealth Manager,Commonwealth Financial Network Minneapolis MN 7900 International Dr,dgoshert@commonwealth.com,,Salesforce
10903852,Inactive Investor,Benjamin Vanengelenhoven,,Money Concepts Capital Corp Orange City IA 122 Central Ave SW,bvanengelenhoven@moneyconcepts.com,,Salesforce
10929642,Inactive Investor,Valerie Baker,Financial Planner,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,valerie.baker@lpl.com,,Salesforce
10924827,Inactive Investor,Taylor Roberts,Financial Advisor,LPL Financial LLC Decatur AL 254 Moulton St E,taylor.roberts@lpl.com,,Salesforce
10985116,Inactive Investor,Jake Gorin,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",jake.gorin@53.com,,Salesforce
11091669,Inactive Investor,Stuart Okelly,,J.P. Morgan Securities LLC,,,Salesforce
372016,,Kendra Jones,,United States,kendrajo3338@gmail.com,,Salesforce
9577191,,Ashish Agrawal,,,akumar.agrawal@gmail.com,,List import
10858478,Inactive Investor,Carolyn Rocha,Financial Advisor,Edward Jones Springtown TX 825 E Hwy 199,carolyn.broderick@edwardjones.com,,Salesforce
11161352,Inactive Investor,Robert Iorii,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",robert.iorii@wellsfargoadvisors.com,,Salesforce
10959104,Inactive Investor,Mason Malozzi,,Vanguard Marketing Corporation,mason_malozzi@vanguard.com,,Salesforce
11054539,Inactive Investor,Dan Flores,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,dan.flores@morganstanley.com,,Salesforce
9608169,,Lee Nara,,,naralee_sv@naver.com,,List import
10887473,Inactive Investor,Ryan Hulsey,Financial Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",ryan.hulsey@nm.com,,Salesforce
10778684,Inactive Investor,Berit Thompson,Financial Advisor;Senior Vice President,Morgan Stanley Spokane WA 717 W Sprague Ave,berit.thompson@morganstanley.com,,Salesforce
9601118,,Philip Katz,,,pck@macarthurholdings.com,,List import
11169005,Inactive Investor,Melissa Thomas,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9611512,,Robert O'Boyle,,InvestCloud,roboyle@investcloud.com,,List import
9643248,,John Coviello,,,joncov39@gmail.com,,List import
351843,,Gail Mitchell,Sales Assistant,"Retirement Plan Advisors, Llc",gmitchell@retirementplanadvisors.com,312-701-1100,Manual List Upload
10917700,Inactive Investor,Joyce Sherwood,,"Ameritas Investment Company, LLC Lincoln NE 6355 S 56th St",jsherwood@ameritas.com,,Salesforce
10970833,Inactive Investor,Lyrie Scinto,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,lscinto@primerica.com,,Salesforce
9577680,,Leonard Simon,,,lsimon@massmutual.com,,List import
11010031,Inactive Investor,Frank Lopez,Financial Advisor,Edward Jones Tucson AZ 6700 N Oracle Rd,frank.lopez@edwardjones.com,,Salesforce
11127100,Inactive Investor,William Hensley,,"Cambridge Investment Research, Inc. Huntington WV 62 Perry Winkle Ln",bret@cfsplanning.com,,Salesforce
11074110,Inactive Investor,Rufus Davenport,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",rufus.davenport@equitable.com,,Salesforce
11003722,Inactive Investor,Amelia Smith,,LPL Financial LLC,amelia.smith@lpl.com,,Salesforce
9596706,,Yamile Gallegos,,,ygallegos@stelluscapital.com,,List import
10775820,Inactive Investor,Robert Hopkins,Chief Compliance Officer,"Horter Investment Management, LLC Cincinnati OH 11726 7 Gables Rd",rhopkins@him-ria.com,,Salesforce
11033531,Inactive Investor,Daniel Hogan,Financial Advisor,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",daniel.hogan@equitable.com,,Salesforce
10489298,,Bryn Henry,"Financial Advisor, Wealth Advisor",Commonwealth Financial Network Plano TX 5700 W Plano Pkwy,bryn@guidedpf.com,,List Import
11141004,Inactive Investor,Randolph Roark,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,randolph_roark@vanguard.com,,Salesforce
10915169,Inactive Investor,Frank Fox,,PFS Investments Inc. Pottstown PA 908 N Charlotte St,frank.fox@primerica.com,,Salesforce
11225185,Inactive Investor,Spencer Fox,,Commonwealth Financial Network Oxnard CA 300 E Esplanade Dr,spencer@skeelsandfox.com,805-485-5555,Salesforce
10919771,Inactive Investor,James LaPiedra,,Cetera Advisors LLC Staten Island NY 1000 South Ave,,,Salesforce
224876,,J Cahill,,J Cahill,jackflashnyc@hotmail.com,,source
10819122,Inactive Investor,Susan Williams,Chief Executive Officer;President,S.G. Long & Company,swilliams@sglong.com,,Salesforce
10869570,Inactive Investor,Derrick Chao,,J.P. Morgan Securities LLC San Francisco CA 1 Front St,derrick.chao@jpmorgan.com,,Salesforce
149125,,Jeffrey Lince,,[Unknown],jam1237@yahoo.com,,Content
11004790,Inactive Investor,Holly Miller,Chief Compliance Officer,Cordingley & Parkinson Wealth Management,,,Salesforce
10939626,Inactive Investor,Jessica Ulery,Financial Advisor,"Ameriprise Financial Services, LLC Altoona PA 1100 Logan Blvd",jessica.ulery@ampf.com,,Salesforce
10982405,Inactive Investor,John Mullery,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
11059519,Inactive Investor,Elise Yabroudy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10822693,Inactive Investor,Peter Potestato,Financial Advisor,Founders Financial Securities LLC Chesterfield MI Private Residence,,,Salesforce
11192900,Inactive Investor,Stephen Sallee,,"VALIC Financial Advisors, Inc. Boca Raton FL 1800 N Military Trl",stephen.sallee@valic.com,,Salesforce
10896865,Inactive Investor,Cecilia Kwok,Member,"AK Global Asset Management, LLC",cecilia@akglobalusa.com,,Salesforce
11137755,Inactive Investor,Matthew Aurelio,,Commonwealth Financial Network Anaheim CA 180 N Riverview Dr,maurelio@commonwealth.com,,Salesforce
9619053,,Richard Knight,,,knightrichard@icloud.com,,List import
10788271,Inactive Investor,Shannon Butterfield,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,shannon.osborn@fidelity.com,,Salesforce
10981070,Inactive Investor,Kimberly Gonzalez,Financial Planner,Domestique Capital LLC,,,Salesforce
11233138,Inactive Investor,Johnathan Breen,,"World Investments, Inc. Beverly MA 900 Cummings Ctr",,,Salesforce
10963224,Inactive Investor,Kari Patrick,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Stillwater MN 105 New England Pl",kari.jadwin@usbank.com,,Salesforce
11148196,Inactive Investor,Logan Smith,,Park Avenue Securities LLC Charlotte NC 6000 Fairview Rd,logan_smith@glic.com,,Salesforce
9627229,,In Jin Yuh,,,injinyuh@hotmail.com,,List import
11014842,Inactive Investor,Marcos Genao-Hernandez,,PFS Investments Inc. Smithfield RI 55 Douglas Pike,mgenau@primerica.com,,Salesforce
10862407,Inactive Investor,Bradley Saunders,,"Kestra Investment Services, LLC Brea CA 3 Pointe Dr",,,Salesforce
10798638,Inactive Investor,George Stoia,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",sam.stoia@nm.com,,Salesforce
11042485,Inactive Investor,Chirin Abdelahad,,J.P. Morgan Securities LLC Azusa CA 1188 E Alosta Ave,chirin.abdelahad@jpmorgan.com,,Salesforce
11107056,Inactive Investor,Laina Hall,,LPL Financial LLC Chicago IL 736 N Hudson Ave,laina.hall@lpl.com,,Salesforce
11202401,Inactive Investor,Daniel Parcel,Chief Operating Officer;President,"CC Investment Advisors, Inc.",,,Salesforce
11013717,Inactive Investor,Christopher Mylin,,United Planners' Financial Services of America A Limited Partner Galena OH Private Residence,,,Salesforce
221326,,Chris Sammons,,[Unknown],engmgr67@yahoo.com,,
10976893,Inactive Investor,Andrea Kohn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11123659,Inactive Investor,Christopher Armstrong,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9567771,,James Casey,,,jim.casey@voya.com,,List import
11072123,Inactive Investor,Mark Wooden,,Fidelity Brokerage Services LLC,,,Salesforce
10819141,Inactive Investor,Jon Jordan,Financial Advisor,Edward Jones Kalispell MT 1825 US Hwy 93 S,jon.jordan@edwardjones.com,,Salesforce
10890242,Inactive Investor,Thomas Martin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 1571 E Elliot Rd",,,Salesforce
10996297,Inactive Investor,Andrea Hargette,Preferred Relationship Manager,"Fifth Third Securities, Inc. Matthews NC 1818 Matthews Township Pkwy",andrea.hargette@53.com,,Salesforce
10786707,Inactive Investor,Donald Steepe,Senior National Sales Director,PFS Investments Inc. Mission Viejo CA 23120 Alicia Pkwy,donald.steepe@primerica.com,,Salesforce
10959641,Inactive Investor,Mary Friedheim,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10785935,Inactive Investor,Brian Bell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",brian_bell@ml.com,,Salesforce
10861685,Inactive Investor,Charles Sizemore,Chief Compliance Officer;Chief Investment Officer;Managing Member,"Sizemore Capital Management, LLC",clsizemore@sizemorecapital.com,,Salesforce
10863756,Inactive Investor,Sophie Kaluziak,Owner,Vista Financial Planning,sophie@vistafp.com,,Salesforce
10656155,,Larsa Khanana,,,larsa.khanana@53.com,,List import
10907313,Inactive Investor,David Green,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",david.w.green@nm.com,,Salesforce
10895146,Inactive Investor,Trevor Carruth,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10916232,Inactive Investor,Ryan Geschke,,LPL Financial LLC Green Bay WI Private Residence,ryan.geschke@lpl.com,,Salesforce
10793555,Inactive Investor,Angelica Campos,Senior Client Service Associate,Morgan Stanley Peoria AZ 16155 N 83rd Ave,,,Salesforce
11045935,Inactive Investor,Laureal Lovinsky,,J.P. Morgan Securities LLC San Jose CA 3015 Meridian Ave,laureal.lovinsky@jpmorgan.com,,Salesforce
10965392,Inactive Investor,Peter Donahue,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",peter.donahue@ml.com,,Salesforce
10958842,Inactive Investor,Ricardo Paguaga,Financial Consultant;Financial Services Consultant;Vice President,"Charles Schwab & Co., Inc. Campbell CA 30 S 1st St",ricardo.paguaga@schwab.com,,Salesforce
11070282,Inactive Investor,Conrad Tarte,Owner,Continental Nine Financial Management,,,Salesforce
10647037,,Chase Chaldekas,,,chase.chaldekas@nm.com,,List Import
9609708,,Jeffrey Brassard,,,jeffb6022@gmail.com,,List import
9558265,,Cynthia Scott,,,cynthia.scott@suntrust.com,,List import
11056223,Inactive Investor,Matthew Acevedo,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 3513 Concord Pike",matthew.acevedo@ampf.com,,Salesforce
11011388,Inactive Investor,Michael Loo,Financial Advisor,"Trilogy Capital, Inc.",michael.loo@trilogyfs.com,,Salesforce
11009592,Inactive Investor,Christopher Walker,,Park Avenue Securities LLC Melville NY 225 Broadhollow Rd,,,Salesforce
9562486,,Justin Russo,,,jrusso@sigmarep.com,,List import
10789777,Inactive Investor,Beth Burnson,Financial Representative,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",beth.burnson@nm.com,,Salesforce
11180360,Inactive Investor,Herbert Friese,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA Private Residence",mark_friese@ml.com,,Salesforce
10829222,Inactive Investor,Gina D'Alessandro,,"Wells Fargo Clearing Services, LLC Prescott AZ 325 W Gurley St",gina.dalessandro@wellsfargo.com,,Salesforce
349584,,Jeffrey Helman,"Managing Partner, Portfolio Manager","Engle Capital Management, L.p.",jhelman@englecap.com,212-601-5590,Manual List Upload
10929017,Inactive Investor,Michaela Pablo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10981307,Inactive Investor,John Holmes,Investment Advisor Representative,Clarity Financial,,,Salesforce
10972959,Inactive Investor,Timothy Bonura,Regional Leader,PFS Investments Inc. Houston TX 15150 Middlebrook Dr,timothy.bonura@primerica.com,,Salesforce
11153998,Inactive Investor,Brenda Hernandez,,J.P. Morgan Securities LLC Bakersfield CA 13107 Rosedale Hwy,brenda.x2.hernandez@chase.com,,Salesforce
10989352,Inactive Investor,Norbert Smith,,PFS Investments Inc. Metairie LA 3200 Ridgelake Dr,norbertasmith@primerica.com,,Salesforce
10883286,Inactive Investor,Ryan Kriener,,Park Avenue Securities LLC Cedar Falls IA 604 Clay St,ryan_kriener@glic.com,,Salesforce
10987660,Inactive Investor,Lakisha Hasam,,"Bankers Life Securities, Inc. Lees Summit MO 100 NE Tudor Rd",lakisha.hasam@bankerslife.com,,Salesforce
11238802,Inactive Investor,Peter Ruxton,,Tembo Capital Management Ltd,pruxton@tembocapital.com,,Salesforce
11097032,Inactive Investor,Peter Trumbo,Chief Compliance Officer;Chief Operating Officer;Manager,"Pacific Ridge Capital Partners, LLC",peter.trumbo@pacridgecap.com,,Salesforce
10487504,,Kevin Calandro,"Financial Advisor, Senior Vice President",Morgan Stanley,kevin.calandro@ms.com,214-696-7192,List Import
10913573,Inactive Investor,Michael Karbouski,Chief Compliance Officer;Founder;Managing Member;President,"Portico Financial Group, LLC",mike@porticofinancialgroup.com,,Salesforce
9626699,,Maksymilian Lukaszewski,,,maksymilianluk@gmail.com,,List import
11260242,Inactive Investor,Jared Fischer,Advisory Operations Specialist;Director - Financial Planning,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",,,Salesforce
10604240,,Russell Newman,NA,NA,rjnewman13@verizon.net,7327546558,List Import
10838849,Inactive Investor,Scott Stephens,Financial Advisor,"Wells Fargo Clearing Services, LLC San Angelo TX 2113 Knickerbocker Rd",scott.stephens@wellsfargoadvisors.com,,Salesforce
341239,,Alexa Cognetta,,Loancore Capital Credit Advisor Llc,acognetta@divcowest.com,203-861-6000,Manual List Upload
10871297,Inactive Investor,John Bailey,Financial Advisor,"Crews & Associates, Inc. Springdale AR 2863 W Sunset Ave",jmbailey@crewsfs.com,,Salesforce
1001495,Inactive Investor,Brian Hastings,,University of Nebraska Foundation,brian.hastings@nufoundation.org,,3rd Party Lead Gen
10902578,Inactive Investor,Robert Curley,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,rob.curley.u0iq@statefarm.com,,Salesforce
10854634,Inactive Investor,Jesse Lindauer,Private Client Advisor,J.P. Morgan Securities LLC Vancouver WA 1205 Broadway St,jesse.lindauer@jpmorgan.com,,Salesforce
9582654,,Dennis Wallace,,,dwallace@fortunefinancialadvisors.com,,List import
10940802,Inactive Investor,Anthony Forlini,,"Osaic Institutions, Inc. Mount Clemens MI 5 Belleview St",aforlini@infinexgroup.com,,Salesforce
11229251,Inactive Investor,John Dean,,Janney Montgomery Scott LLC Atlanta GA 1230 Peachtree St NE,,,Salesforce
10885920,Inactive Investor,Jonathan Penn,Senior Relationship Manager,RIA Advisors,jon@riaadvisors.com,,Salesforce
11113002,Inactive Investor,Kimberly Fitzpatrick,Assistant Vice President;Relationship Banker,The Huntington Investment Company Cincinnati OH 525 Vine St,kimberly.fitzpatrick@huntington.com,,Salesforce
10958035,Inactive Investor,Brant Buczkowski,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,brant.buczkowski@fmr.com,,Salesforce
10836128,Inactive Investor,Rem Oculee,Chief Executive Officer;Founder,"Confidence Wealth Management, LLC",rj@pljadvisors.com,,Salesforce
10957872,Inactive Investor,Ayaovi Ettuh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",ayaovi.ettuh@ml.com,,Salesforce
9636574,,Julie Wheeler,,,jwheeler@cj-fs.com,,List import
10907926,Inactive Investor,Marielle Stockdale,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10939717,Inactive Investor,Brett Wolf,Director,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,brett.wolf@edwardjones.com,,Salesforce
10897973,Inactive Investor,Mark Williamson,,Key Investment Services LLC,mark.williamson@key.com,,Salesforce
11233279,Inactive Investor,Tyler Vo,,Oppenheimer & Co. Inc. San Francisco CA 135 Main St,,,Salesforce
9642262,,Jepra Arya pratama,,,pratamajepra34@gmail.com,,List import
9568793,,James Carter,,,jamescarter89x@gmail.com,,List import
11110118,Inactive Investor,Randal Nesmith,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Myrtle Beach SC 2513 N Oak St",rnesmith@kingsview.com,,Salesforce
11158614,Inactive Investor,Jessica Roks,Financial Advisor,Empirical Wealth Management Irvine CA 2955 Main St,jroks@empirical.net,,Salesforce
10856715,Inactive Investor,Kevin Lyall,Branch Manager;Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Winston Salem NC 1 W 4th St",lyallk@stifel.com,,Salesforce
11030611,Inactive Investor,Staci Boudreaux,,"Allstate Financial Services, LLC Carencro LA 4608 N University Ave",staciboudreaux@allstate.com,,Salesforce
11114538,Inactive Investor,Elena McMichael,Senior Client Associate,Morgan Stanley Hudson OH 36 E Streetsboro St,elena.mcmichael@morganstanley.com,,Salesforce
11050344,Inactive Investor,Paul Manol,Investment Advisor Representative,"Structured Wealth Management, Inc.",pmanol@structuredplan.com,,Salesforce
244867,,Mike Sullivan,Chief Growth Officer,One Digital,kross@onedigital.com,,Manual List Upload
2424392,,Suresh Patel,,,patels05294@gmail.com,,
11165082,Inactive Investor,Allyson Flournoy,Financial Advisor,LPL Financial LLC San Jose CA 1165 Lincoln Ave,allyson.flournoy@lpl.com,,Salesforce
11021510,Inactive Investor,Cameron Gumm,,The Huntington Investment Company Russells Point OH 340 E Main St,cameron.gumm@huntington.com,,Salesforce
10948542,Inactive Investor,John Schaffer,Wealth Advisor,"Abundance Wealth Counselors, LLC",jschaffer@abundancellc.com,,Salesforce
11030125,Inactive Investor,Richard Dullnig,Chief Compliance Officer,1900 Wealth,richard@1900wealth.com,,Salesforce
9542258,,Gurtej Dhillon,,,dhillont@concord-management.com,,List import
9609086,,Justin Lee,,,justinlee1895@gmail.com,,List import
10905200,Inactive Investor,Nahyua Muniz,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
9585992,,Howard Widra,,,hwidra@apollolp.com,,List import
10896361,Inactive Investor,Gregory Conneely,,"Allstate Financial Services, LLC Bellmore NY 115 Bedford Ave",gregoryconneely@allstate.com,,Salesforce
10869054,Inactive Investor,Daniela Cardoso De Almeida,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,daniela.cardoso-de-almeida@jpmorgan.com,,Salesforce
10971588,Inactive Investor,Bekka Carlson,,State Farm VP Management Corp. Boise ID 4700 N Cloverdale Rd,bekkacarlson@statefarm.com,,Salesforce
5720694,,Nuno Guerreiro,,,ninog1@live.com.au,,Web form fillout
346054,,Ryan Nelson,Managing Principal,Redtree Investment Group,ryan@redtreeinv.com,888-596-2293,Manual List Upload
10908915,Inactive Investor,Tamara Abdelsamad,,"Grove Point Investments, LLC Herndon VA 847 Station St",,,Salesforce
11019450,Inactive Investor,Joseph Johnson,Vice President - Investments,"Raymond James & Associates, Inc. Alpharetta GA 2400 Lakeview Pkwy",ed.johnson@raymondjames.com,,Salesforce
9629154,,Daniel Frey,,,danieltfrey@gmail.com,,List import
10925421,Inactive Investor,Bradley Morris,Wealth Advisor,PCG Wealth Management Lombard IL 377 E Butterfield Rd,bmorris@pcgstrategies.com,,Salesforce
11141670,Inactive Investor,Rayman Shivcharan,,PFS Investments Inc. Brooklyn NY 936 Metropolitan Ave,rshivcharan@primerica.com,,Salesforce
9635808,,Jon Lundy,,,jlundy@lfg.com,,List import
343893,,Christopher Lissner,Managing Member & President,"Acropolis Investment Management, L.l.c.",cl@acrinv.com,888-882-0072,Manual List Upload
10842767,Inactive Investor,Matthew Dublin,Chief Compliance Officer;Managing Partner;Member,Blue Investment Partners LLC,mdublin@blueinvpartners.com,,Salesforce
10770733,Inactive Investor,Michelle Vaughn,,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",michelle.vaughn@rbc.com,,Salesforce
10818484,Inactive Investor,Matthew Patillo,Financial Advisor,Edward Jones Hillsdale MI 3220 W Carleton Rd,matt.patillo@edwardjones.com,,Salesforce
10787458,Inactive Investor,Fred Brister,Senior Vice President,Stephens,fbrister@stephens.com,,Salesforce
11060414,Inactive Investor,Heath Strasser,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,heath.strasser@fmr.com,,Salesforce
10762445,Inactive Investor,Adriane Joya,Registered Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",adriane.joya@ml.com,,Salesforce
10971593,Inactive Investor,Curtis Windham,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,cwindham@primerica.com,,Salesforce
11160373,Inactive Investor,Frederick Treff,,"Cambridge Investment Research, Inc. Boca Raton FL 1300 N Federal Hwy",,,Salesforce
11105385,Inactive Investor,David Lerblance,Financial Advisor,Edward Jones McAlester OK 715 E Wyandotte Ave,david.lerblance@edwardjones.com,,Salesforce
333351,,Hunter Starkey,,Trivergent Wealth,hstarkey@trivergenttrust.com,,Manual List Upload
10913305,Inactive Investor,Charles Turner,Financial Advisor,LPL Financial LLC Miami FL 1200 Brickell Ave,chad.turner@lpl.com,,Salesforce
10815843,Inactive Investor,Frank Tucker,,PFS Investments Inc. Columbia SC 115 Atrium Way,frank.tucker@primerica.com,,Salesforce
9601205,,Justin Gross,,,justin.gross@lplfinancial.com,,List import
11142346,Inactive Investor,Kim Potvin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kim.potvin@ml.com,,Salesforce
10867904,Inactive Investor,Jacob Oeschger,,Vanguard Marketing Corporation,jacob_oeschger@vanguard.com,,Salesforce
10756517,Inactive Investor,Laura Pope,Senior Vice President;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",laura.pope@ml.com,,Salesforce
333618,,Michael Johns,,Mercer Global Advisors Inc.,mjohns@merceradvisors.com,(626) 432-6300,
10846280,Inactive Investor,Sandra Heers,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Carson City NV 709 E Telegraph St",sandra.l.heers@ampf.com,,Salesforce
11038044,Inactive Investor,Christine Hoover,,"World Investments, Inc. Shrewsbury NJ 1161 Broad St",christinehoover@tfsrep.com,,Salesforce
10846992,Inactive Investor,Michael Goncalves,Senior Vice President;Wealth Consultant,LPL Financial LLC Suffield CT 66 N Main St,michael.goncalves@lpl.com,,Salesforce
10840866,Inactive Investor,Timothy Egart,Owner;Senior Wealth Advisor,"Brand Asset Management Group, Inc.",tegart@brandamg.com,,Salesforce
10906408,Inactive Investor,Nicholas Mamula,,"Osaic Wealth, Inc. Steubenville OH 501 Washington St",,,Salesforce
10923670,Inactive Investor,Aleksandr Yunusov,Wealth Relationship Manager,Citigroup Global Markets Inc. Brooklyn NY 706 Brighton Beach Ave,aleksandr.yunusov@citi.com,,Salesforce
10612602,,Jack Seng,"Financial Advisor, Franchise Owner",,jack.j.seng@ampf.com,,List Import
9593160,,Francisco Sanchez,,,email.sanchez.f@gmail.com,,List import
11126747,Inactive Investor,Charles York,Senior Wealth Advisor;Vice President,United Capital Financial Advisors Great Falls VA 746 Walker Rd,charles.york@unitedcapitalwealth.com,,Salesforce
9629397,,Michael Cordell,,,mdcordell@aol.com,,List import
11182763,Inactive Investor,Nicholas Redhead,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,,,Salesforce
10644263,,Raghu Velamati,,,raghu.velamati@macquarie.com,,List Import
10996807,Inactive Investor,Matthew Smith,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,,,Salesforce
11233105,Inactive Investor,James Gould,,Thrivent Investment Management Inc. Versailles KY 112 N Main St,,,Salesforce
321703,,CARLOS GARCIA,MBA,CG CONSULTORIA EMPRESARIAL,cgm42mx@yahoo.com.mx,,Manual List Upload
11064513,Inactive Investor,John Byrne,Financial Advisor,Edward Jones Bangor ME 670 Union St,john.p.byrne@edwardjones.com,,Salesforce
10918778,Inactive Investor,Brian Shanley,Private Wealth Advisor,"Ameriprise Financial Services, LLC Woodbridge VA 12848 Harbor Dr",brian.shanley@ampf.com,,Salesforce
10919226,Inactive Investor,Adam Parks,,"Cambridge Investment Research, Inc. Tampa FL 3903 Northdale Blvd",,,Salesforce
10762432,Inactive Investor,Troy Utz,Managing Director;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",troy_utz@ml.com,,Salesforce
11209055,Inactive Investor,Clint Thomas,Managing Member;Principal;Regulatory Contact,Integrity Wealth Solutions LLC,clint@integrity-wealth.com,,Salesforce
11101479,Inactive Investor,Michael Cleary,Financial Advisor;Owner;Principal,"Vantage Financial Group, Inc.",mcleary@vanfin.com,,Salesforce
244115,,James Townsend Atkinson,"Associate, Wealth Manager",Goldman Sachs,james.atkinson@gs.com,305 7551045,Manual List Upload
11199829,Inactive Investor,Kingsley Knight,,"Osaic FA, Inc. San Antonio TX 8602 Crownhill Blvd",kingsley.knight@lfg.com,,Salesforce
10506124,,Deborah Fox,Founder,AdvisorTouch,dfox@advisortouch.com,619-417-2936,List import
10962044,Inactive Investor,Philip Shelton,,Edward Jones Knightdale NC 6845 Knightdale Blvd,,,Salesforce
27149,,Frank Zhu,Junior Analyst,"Two Creeks Capital Management, LP",fzhu@twocreekscapital.com,1-212-373-1264,Initial Salesforce Import
10999691,Inactive Investor,Alexander Morphet,Financial Advisor,Thrivent Investment Management Inc. Poughkeepsie NY 312 Titusville Rd,alexander.morphet@thrivent.com,,Salesforce
10939790,Inactive Investor,Nikole Tucker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9604126,,JAMES KOUTOULAS,,,jk@typhoncap.com,,List import
11207940,,Greg Marlowe,,,gmarlowe86@yahoo.com,,Web Form Fillout
11167442,Inactive Investor,Michael Mcshea,Financial Advisor;Financial Planning Specialist,Morgan Stanley Reston VA 11951 Freedom Dr,michael.mcshea@morganstanley.com,,Salesforce
11080097,Inactive Investor,Terence Wynne,Financial Advisor,Edward Jones Newton NJ 40 Park Pl,terence.wynne@edwardjones.com,,Salesforce
11164319,Inactive Investor,Noemy Linares,,LPL Financial LLC Murrieta CA 40428 Murrieta Hot Springs Rd,noemy.linares@lpl.com,,Salesforce
9540800,,Chris Matturri,,,christopher.matturri@cmegroup.com,,List Import
47692,,Steven Steiner,Financial Associate,Thrivent Investment Management Inc.,steve.steiner@thrivent.com,,
11159023,Inactive Investor,Thomas Wines,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,thomas.wines@fidelity.com,,Salesforce
11152549,Inactive Investor,Florencio Ayala,Private Client Advisor,J.P. Morgan Securities LLC Port Hueneme CA 619 W Channel Islands Blvd,greg.ayala@jpmorgan.com,,Salesforce
10834541,Inactive Investor,Klair Reese,,"HighTower Securities, LLC Minneapolis MN 3033 Excelsior Blvd",kreese@hightoweradvisors.com,,Salesforce
10788451,Inactive Investor,Jessica Brennan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jessica.brennan@fidelity.com,,Salesforce
10953667,Inactive Investor,Larry Stevens,,Fidelity Brokerage Services LLC,,,Salesforce
10894533,Inactive Investor,Ruth Delaney,,"Osaic Wealth, Inc. Tampa FL 1511 N West Shore Blvd",,,Salesforce
11027509,Inactive Investor,Qian Yun Huang,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,qian-yun.huang@jpmorgan.com,,Salesforce
9578894,,Gregory Seals,,,gseals@massmutual.com,,List import
11068941,Inactive Investor,Jin Jeong,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,jin-gil.jeong.i81t@statefarm.com,,Salesforce
10803260,Inactive Investor,Ryan Burrows,Financial Advisor,Edward Jones Laurel MT 102 E 1st St,ryan.burrows@edwardjones.com,,Salesforce
10611222,,Francisco Cabral,Financial Advisor,,javiercabral55@hotmail.com,,List Import
10791775,Inactive Investor,David Weeks,Board Member;Chief Investment Officer;Member,"LMCG Investments, LLC",dweeks@lmcg.com,,Salesforce
341568,,Cari Lodge,Managing Director; Investment Committee Member,"Commonfund Capital, Inc.",clodge@cfund.org,203-563-5000,Manual List Upload
11155426,Inactive Investor,Courtney Lensch,,Morgan Stanley Sandy UT 200 W Civic Center Dr,courtney.lensch@morganstanley.com,,Salesforce
11260483,Inactive Investor,Jackson Wells,,MWA Financial Services Inc. Ontario CA 3350 Shelby St,jackson.wells@modern-woodmen.org,,Salesforce
9545492,,Ian Barrett,,,ibarrett.farmersinsurance@outlook.com,,List import
10875884,Inactive Investor,Emily Tofel,Private Banker,J.P. Morgan Securities LLC New York NY 390 Madison Ave,emily.tofel@jpmorgan.com,,Salesforce
11188181,Inactive Investor,Rafael Abitbol,,"MML Investors Services, LLC Boca Raton FL 3010 N Military Trl",rabitol@financialguide.com,,Salesforce
9606066,,Michael Murphy,,,sunrayworks@yahoo.com,,List import
10789552,Inactive Investor,Usman Ahmed,Private Client Advisor,J.P. Morgan Securities LLC San Diego CA 3609 Midway Dr,usman.ahmed@jpmorgan.com,,Salesforce
10753865,Inactive Investor,Ian Green,,BrokerageSelect,igreen@brokerageselect.com,,Salesforce
10871915,Inactive Investor,Steven Neher,,"Avantax Investment Services, Inc. Wenatchee WA 175 E Penny Rd",,,Salesforce
10804548,Inactive Investor,Kevin Garcia,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,kevin.garcia@morganstanley.com,,Salesforce
11138379,Inactive Investor,Robert Bell,Regional Director;Senior Financial Advisor;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",rbbell@ftbadvisors.com,,Salesforce
10486950,,Ryan Bell,"Managing Director, Private Wealth Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",ryan_bell@ml.com,,List Import
10932073,Inactive Investor,Robert Bunting,,"Farmers Financial Solutions, LLC Wichita KS 12828 E 13th St N",rbunting@farmersagent.com,,Salesforce
11073895,Inactive Investor,Brayden Campbell,Financial Advisor,Edward Jones South Jordan UT 10408 S 1055 W,,,Salesforce
11035159,Inactive Investor,Jennifer Van Cleve,,"Voya Financial Advisors, Inc. Addison TX 15305 Dallas Pkwy",jennifer.van-cleve@voya.com,,Salesforce
9625793,,M W,,,mwon341@gmail.com,,List import
10808927,Inactive Investor,Michael Comber,Financial Advisor;First Vice President,Morgan Stanley Philadelphia PA 1650 Market St,michael.comber@morganstanley.com,,Salesforce
9646454,,dean tan,,,2998695646@qq.com,,List import
10929768,Inactive Investor,James Clary,,"Osaic FA, Inc. Media PA 295 Crum Creek Rd",james.clary@lfg.com,,Salesforce
11007097,Inactive Investor,Gillian Nogueira,,PFS Investments Inc. Oakland NJ 48 Spruce St,gnogueira@primerica.com,,Salesforce
9579591,,Michael Regan,,,michael@cravefishbar.com,,List import
11051764,Inactive Investor,Donald Matthews,,"Farmers Financial Solutions, LLC Crown Point IN 1151 Troutwine Rd",dmatthews@farmersagent.com,,Salesforce
1004139,Inactive Investor,Chris McChesney,,Chris McChesney,chris.mcchesney@bbh.com,,3rd Party Lead Gen
11085170,Inactive Investor,David Dokuchitz,,NYLIFE Securities LLC Riverview FL Private Residence,dgdokuchitz@ft.newyorklife.com,,Salesforce
10865078,Inactive Investor,Matthew Olson,,"Great Valley Advisor Group, Inc. Altoona WI 903 S Hillcrest Pkwy",molson@greatvalleyadvisors.com,,Salesforce
11153053,Inactive Investor,Scott Atkins,Associate Director;Financial Advisor,UBS Financial Services Inc. Philadelphia PA 1735 Market St,scott.atkins@ubs.com,,Salesforce
11115422,Inactive Investor,Michael Passmore,Financial Advisor,Edward Jones New Baltimore MI 32901 23 Mile Rd,michael.passmore@edwardjones.com,,Salesforce
10659743,,David McFeggan,,,david.mcfeggan@lpl.com,,List Import
10857716,Inactive Investor,Thomas Kedzie,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",tkedzie@lfg.com,,Salesforce
9591862,,Katherine Richard,,,katherine.richard@warwick-energy.com,,List import
345773,,James Reddoch,Executive Vice President,"Rp Management, Llc",jreddoch@royaltypharma.com,212-883-0200,Manual List Upload
11177215,Inactive Investor,Jessica Kelley,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",jessica.kelley@ml.com,,Salesforce
10935536,Inactive Investor,Jacob Barr,,"Raymond James Financial Services, Inc. Hagerstown MD 140 Paul Smith Blvd",jacob.barr@raymondjames.com,,Salesforce
343688,,Robin Rickey,"Ncm Meeting, Event Manager","Northern Capital Management, Inc.",robin@northernwelcome.com,509-456-2526,Manual List Upload
187482,,Robert Sawyer,,[Unknown],rsawyer26@gmail.com,,source
11195522,Inactive Investor,Kristen Fry,,Cetera Investment Services LLC Monroeville PA 4220 William Penn Hwy,kristen.fry@ceterais.com,,Salesforce
11035003,Inactive Investor,Christopher Jeacock,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",christopher.jeacock@ml.com,,Salesforce
10793277,Inactive Investor,Denise Dragonetti,,J.P. Morgan Securities LLC Great Neck NY 410 Northern Blvd,denise.k.dragonetti@jpmorgan.com,,Salesforce
10604516,,Mike Burbank,Managing Director,Morgan Stanley,mike.burbank@morganstanley.com,415-576-3131,List Import
10781447,Inactive Investor,Carol Kwietnieski,,Morgan Stanley Conshohocken PA 100 Front St,carol.kwietnieski@morganstanley.com,,Salesforce
11157013,Inactive Investor,James Jackson,Manager;Managing Principal;Member;Regulatory Contact,"Stairway Partners, LLC Minneapolis MN 4999 France Ave S",,,Salesforce
11189375,Inactive Investor,Chad Nelson,,Country Capital Management Company Moline IL 5308A Avenue of the Cities,chad.nelson@countryfinancial.com,,Salesforce
10787176,Inactive Investor,Alicia Seifert,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,alicia.seifert@fidelity.com,,Salesforce
10829783,Inactive Investor,Michael Mcnamara,Director;Financial Planner;Founder;President,"McNamara Financial Services, Inc.",mike@mcnamarafinancial.com,,Salesforce
9631353,,Lesley Fagg,,,lesley_fagg@hotmail.com,,List import
11159638,Inactive Investor,Ivan Alexander,,NYLIFE Securities LLC Bethesda MD 10411 Motor City Dr,ialexander@ft.newyorklife.com,,Salesforce
10657354,,George Relyea,,,georgerelyea1@allstate.com,,List Import
11093200,Inactive Investor,Brandan George,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",brandangeorge@financialguide.com,,Salesforce
10819336,Inactive Investor,Justin Waggoner,Executive Vice President;Senior Portfolio Manager,"Boyd Watterson Asset Management, LLC Cleveland OH 1801 E 9th St",jwaggoner@boydwatterson.com,,Salesforce
10873655,Inactive Investor,Raymond Seakan,Owner,Performance Investment Management,rs@performanceinvmgmt.com,,Salesforce
10931618,Inactive Investor,David Tapia,,"Allstate Financial Services, LLC Clearwater FL 133 N Garden Ave",,,Salesforce
9557480,,DAVID Brown,,,zendoc1@gmail.com,,List import
374010,,ben ben,,[Unknown],steamkenneth29@gmail.com,,source
10838209,Inactive Investor,Dustin Rinaldi,Advisor;Chief Compliance Officer;Financial Planner;Investment Advisor;Investment Advisor Representative;Owner,"Rinaldi Wealth Management, Inc.",dustin@rwmadvisor.com,,Salesforce
10886217,Inactive Investor,Jason Mortel,,J.P. Morgan Securities LLC Houston TX 2435 W Alabama St,jason.l.mortel@jpmorgan.com,,Salesforce
11236568,Inactive Investor,Scott Kaup,,Prosperity Capital Advisors Stuart NE 113 N Main St,,,Salesforce
11074074,Inactive Investor,Christopher Hall,,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,christopher.hall@opco.com,,Salesforce
10786305,Inactive Investor,Louis Romeo,Executive Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,louis.m.romeo@jpmorgan.com,,Salesforce
10937579,Inactive Investor,Paul Torres,,"OneAmerica Securities, Inc. Frisco TX 5750 Genesis Ct",paul.torres@oasecurities.com,,Salesforce
10941754,Inactive Investor,David Blaylock,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,david.blaylock@fmr.com,,Salesforce
11039478,Inactive Investor,Albert Melchiorre,,"M&A Securities Group, Inc. Wadsworth OH 5021 Ridge Rd",,,Salesforce
11016817,Inactive Investor,Quillian Grindstaff,Financial Advisor,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,quillian.grindstaff@ubs.com,,Salesforce
370994,,Michael Vinarski,,United States,mvinarski@gmail.com,,Salesforce
9600291,,Christopher Miller,,,cmiller@stratoswealthpartners.com,,List import
10487926,,Jeffrey Knowlton,"Chief Financial Officer, Regulatory Contact",Hayman Capital Management LP,jk@haymancapital.com,,List import
11161693,Inactive Investor,Michael O'Sullivan,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",michael.o-sullivan@empower.com,,Salesforce
11072034,Inactive Investor,Christopher Keith,,Stephens,ckeith@stephens.com,,Salesforce
11211490,Inactive Investor,Colin Ernst,,"Northwestern Mutual Investment Services, LLC Hopkins MN 601 Carlson Pkwy",colin.ernst@nm.com,,Salesforce
10829800,Inactive Investor,Enrique Perez,Registered Client Associate,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",enrique.perez@wellsfargoadvisors.com,,Salesforce
10854066,Inactive Investor,Jonathan Lewis,Financial Consultant,LPL Financial LLC Cornelia GA 282 US Hwy 441 Byp,,,Salesforce
9564593,,Dharam Ahuja,,,dharamahuja@comcast.net,,List import
11116253,Inactive Investor,Jonathon Nelson,,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,,,Salesforce
10615687,,Jerome Gendron,,,gendronj@stifel.com,,List Import
11207353,Inactive Investor,Tony Nerantzis,,"Raymond James Financial Services, Inc. Leesburg VA 201 Loudoun St SE",tony.nerantzis@raymondjames.com,,Salesforce
11254799,Inactive Investor,Joseph Sainato,,"Spartan Capital Securities, LLC",jsainato@spartancapital.com,,Salesforce
11085366,Inactive Investor,Karen Channell,,State Farm VP Management Corp. Alexander City AL 5030 Hwy 280,,,Salesforce
10759935,Inactive Investor,Jeffrey Christenat,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",jeffrey_christenat@ml.com,,Salesforce
9630569,,Charkes Chase,,,cchasenae@gmail.com,,List import
11162648,Inactive Investor,Kenneth Cordy,Financial Advisor,Edward Jones Palo Cedro CA 9444 Deschutes Rd,allen.cordy@edwardjones.com,,Salesforce
9634980,,Jason Danen,,,jdanen@owlcreeklp.com,,List import
10619574,,Paul Gillig,,,paul.gillig@morganstanley.com,,List Import
10973753,Inactive Investor,Steven Dungey,Senior Representative,PFS Investments Inc. Loveland CO 1401 S Taft Ave,sdungey@primerica.com,,Salesforce
2323891,,Alexander Rendon,,,alex@bluetown.ca,,
11165116,Inactive Investor,Dana Eisenhauer,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",dana.eisenhauer@nm.com,,Salesforce
9557766,,??????????? ??????????????,,,atanaspurimkul6546@gmail.com,,List import
10617520,,Matthew Wilke,,,matt.wilke@jpmorgan.com,,List Import
11205777,Inactive Investor,Joe Comer,,"Raymond James Financial Services, Inc. Nashville TN 111 10th Ave S",joe.comer@raymondjames.com,,Salesforce
11229683,Inactive Investor,Angela Kaniasty,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",angela.kaniasty@nm.com,,Salesforce
10779829,Inactive Investor,Jay Haley,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",jay.haley@wellsfargoadvisors.com,,Salesforce
11254439,Inactive Investor,Bipin Pokharel,,PFS Investments Inc. Rego Park NY 63112 Woodhaven Blvd,bpokharel@primerica.com,,Salesforce
11073493,Inactive Investor,Jason Tei,,Cetera Investment Services LLC Portland OR 13221 SW 68th Pkwy,jason.tei@ceterainvestors.com,,Salesforce
9540750,,Peter Bremberg,,Boothbay,pbremberg@bbaymgmt.com,,List Import
11115011,Inactive Investor,Sammy Adkins,Senior Vice President,PFS Investments Inc. Sylvania OH 5600 Monroe St,sammy.adkins@primerica.com,,Salesforce
10991512,Inactive Investor,Melissa Myers Craig,,"Kestra Investment Services, LLC Ridgeland MS 220 Trace Colony Park Dr",,,Salesforce
11014969,Inactive Investor,Damon Watts,,"David Lerner Associates, Inc. Boca Raton FL 568 NE 51st St",damon.watts@davidlerner.com,,Salesforce
10722399,,Joseph Dagenais,,,guitarjoe36@gmail.com,,Web Form Fillout
10718575,,Daniel Casaban Cosin,,,danielmensajes@yahoo.es,,Web Form Fillout
11234547,Inactive Investor,Dean McDermott,,"McDermott Investment Services, LLC",,,Salesforce
11157866,Inactive Investor,Stephen Bearce,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",stephen.bearce@wellsfargoadvisors.com,,Salesforce
10833717,Inactive Investor,David Gore,Wealth Advisor,LPL Financial LLC Tualatin OR 8100 SW Nyberg St,david.gore@lpl.com,,Salesforce
9583268,,John Orindgreff,,,jorindgreff@cpm-llc.com,,List import
9587044,,Joseph Dorazio,,,jdorazio@dorazioadvisors.com,,List import
11017954,Inactive Investor,Travis Walls,Financial Advisor,"Citizens Securities, Inc. Rochester NY 3349 Monroe Ave",travis.walls@citizensbank.com,,Salesforce
5401539,,Discount Hatcher .,,,discounthatcher@gmail.com,,Web form fillout
10958362,Inactive Investor,Nicholas Perkins,Investment Advisor Representative,CPR Investments Inc Hampstead NC Private Residence,nicholas.perkins@cprinvestmentsinc.com,,Salesforce
10891223,Inactive Investor,Ryan Barnhill,,LPL Financial LLC San Diego CA 3111 Camino del Rio N,ryan.barnhill@lpl.com,,Salesforce
11149943,Inactive Investor,James Huxford,Financial Advisor,Edward Jones Terre Haute IN 1547 Fort Harrison Rd,josh.huxford@edwardjones.com,,Salesforce
10795852,Inactive Investor,Peter Smith,Financial Advisor,"Ameriprise Financial Services, LLC Norwich NY 43 S Broad St",peter.v.smith@ampf.com,,Salesforce
9596134,,Robin Creswell,,,rcreswell@payden.com,,List import
9550313,,Alexsey Vetrov,,,mail92.ksi.k@gmail.com,,List import
10756343,Inactive Investor,Shirley Penley,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,shirley.j.penley@jpmorgan.com,,Salesforce
10889910,Inactive Investor,William Moore,,"Woodmen Financial Services, Inc.",wlmoore@woodmen.org,,Salesforce
11201953,Inactive Investor,Rodney Mott,Private Client Advisor,Key Investment Services LLC Anacortes WA 1600 Commercial Ave,rodney.mott@key.com,,Salesforce
10773497,Inactive Investor,Diane Finazzo,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Melville NY 58 S Service Rd,diane.finazzo@morganstanley.com,,Salesforce
10838368,Inactive Investor,Andrew Wang,Chief Compliance Officer;Managing Partner;Owner;Senior Vice President,Runnymede Capital Management Inc Morristown NJ 10 Wilrich Glenn Rd,awang@runnymede.com,,Salesforce
10771170,Inactive Investor,Darren Harmon,Assistant Vice President;Financial Advisor,Morgan Stanley Rehoboth Beach DE 55 Cascade Ln,darren.harmon@morganstanley.com,,Salesforce
11008247,Inactive Investor,Anthony Roth,,"FBL Marketing Services, LLC Lafayette IN 4921 State Road 26 E",anthony.roth@fblfinancial.com,,Salesforce
9618779,,Daniel Mazur,,,daniel.mazur@citadel.com,,List import
9636118,,Jessica Murray,,,jmurray@360financial.net,,List import
11139015,Inactive Investor,James Rishel,,LPL Financial LLC Clinton NY 50 Chenango Ave,jim.rishel@lpl.com,,Salesforce
10932839,Inactive Investor,Germaine Cordes,,"Osaic Wealth, Inc. Pleasanton CA 4695 Chabot Dr",,,Salesforce
224328,,David Dickerson,,[Unknown],taskfrce1@aol.com,,Direct
10596668,,carl williams,,,carl.williams@lpl.com,309-431-6868,Web Form Fillout
11233860,Inactive Investor,Mark Abernethy,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11048892,Inactive Investor,Kathleen Oberneder,Financial Advisor,Forefront Mequon WI Private Residence,,,Salesforce
229585,, -,,[[Unknown]],martin.nilsson83@outlook.com,,
9601568,,Gary Webb,,,gary@webbfinancial.com,,List import
11209860,Inactive Investor,Tarren Hall,,LPL Financial LLC Onalaska WI 1145 Main St,tarren.hall@lpl.com,,Salesforce
10944585,Inactive Investor,Aaron Johnson,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,aaron.johnson4@fmr.com,,Salesforce
10787338,Inactive Investor,George Nottingham,,"Steward Partners Investment Solutions, LLC Norfolk VA 999 Waterside Dr",george.nottingham@stewardpartners.com,,Salesforce
11222346,,Christopher Gouryh,,,christopher.gouryh@bernstein.com,,List Import
9567093,,Scott Whitney,,,scott.whitney@bbva.com,,List import
9601678,,Zachary Swaffer,,,zachary.swaffer@trilogyfs.com,,List import
10893552,Inactive Investor,Jacob Feld,,Jefferies LLC,jfeld@jefferies.com,,Salesforce
11006899,Inactive Investor,Raymond Baraldi,,"HighTower Securities, LLC Wayne PA 565 E Swedesford Rd",rbaraldi@hightoweradvisors.com,,Salesforce
10881280,Inactive Investor,Ellen Marler,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,ellen.marler@primerica.com,,Salesforce
10619308,,Christopher Wyner,,,christopher.wyner@morganstanley.com,,List Import
11043465,Inactive Investor,Laura Hollinshead,,"Osaic FA, Inc. Southfield MI 2000 Town Ctr",laura.hollinshead@lfg.com,,Salesforce
11031825,Inactive Investor,Cynda Beauchamp,Financial Advisor,Edward Jones Hillsborough NC 401 Meadowlands Dr,cynda.beauchamp@edwardjones.com,,Salesforce
10995582,Inactive Investor,Camisha Anderson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,camisha_anderson@vanguard.com,,Salesforce
10596686,,Dean Kumagawa,,,dean.kumagawa@lpl.com,,Web Form Fillout
10897921,Inactive Investor,Christopher Klimash,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
11173255,Inactive Investor,Lori Stewart,Financial Advisor,Edward Jones Mount Vernon WA 1835 Riverside Dr,lori.m.stewart@edwardjones.com,,Salesforce
9630709,,Jim Seah,,,jimmy.seah@gmail.com,,List import
10919212,Inactive Investor,Raymond Panek,Chief Compliance Officer,"Odiorne Point Asset Management, LLC",,,Salesforce
10992180,Inactive Investor,Madison Parker,,"Prevail Innovative Wealth Advisors, LLC",mparker@prevailiws.com,,Salesforce
11114622,Inactive Investor,James Davis,,"Kestra Investment Services, LLC Brentwood TN 112 Westwood Pl",,,Salesforce
11055885,Inactive Investor,Anthony Scotto,Financial Advisor;Portfolio Manager,Morgan Stanley New York NY 101 Park Ave,anthony.scotto@morganstanley.com,,Salesforce
10902409,Inactive Investor,Michael Feld,Client Service Associate,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
212342,,Liam Mc,,[Unknown],lgmcgavin@gmail.com,,
10760588,Inactive Investor,Jason Eibel,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,jason.eibel@fidelity.com,,Salesforce
11104971,Inactive Investor,James Green,Executive Director,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,james.w.green@ubs.com,,Salesforce
9548960,,Arthur Fair,,,afair75@gmail.com,,List import
11149394,Inactive Investor,Monica Severson,Associate,Thrivent Investment Management Inc. Waverly IA 112 W Bremer Ave,monica.severson@thrivent.com,,Salesforce
11191903,Inactive Investor,Dane Robison,Wealth Advisor,Commonwealth Financial Network Morgan City LA 1234 David Dr,drobison@commonwealth.com,,Salesforce
7424,,Ricardo -,,[[Unknown]],ricardojohnson93@yahoo.com,,Direct
10903011,Inactive Investor,Benjamin Bergeson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11117362,Inactive Investor,Yolanis Barros,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,yolanis.barros@jpmorgan.com,,Salesforce
10797810,Inactive Investor,Stephen Bryars,,"MML Investors Services, LLC Pensacola FL 3 W Garden St",,,Salesforce
10828304,Inactive Investor,David Sims,Financial Advisor,Edward Jones Arkadelphia AR 1400 Pine St,david.l.sims@edwardjones.com,,Salesforce
10815018,Inactive Investor,Ann Farrar,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1800 Bayberry Ct",ann.farrar@wellsfargoadvisors.com,,Salesforce
11031181,Inactive Investor,Derek Bilcik,Alternative Investments;Director;Operational Risk Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11086030,Inactive Investor,Ambyr Capps,,NYLIFE Securities LLC Fort Worth TX 777 Main St,adcapps@ft.newyorklife.com,,Salesforce
11164713,Inactive Investor,George Panagos,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",george.panagos@ml.com,,Salesforce
11092352,Inactive Investor,Nina Luong,,"OneAmerica Securities, Inc. Fremont CA 3100 Mowry Ave",nina.luong@oneamerica.com,,Salesforce
10854776,Inactive Investor,Julie Bramlitt,,"Osaic Institutions, Inc. Harrisburg PA 2407 Park Dr",jbramlitt@osaicinstitutions.com,,Salesforce
10871133,Inactive Investor,Allison Johnson,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10616683,,William Snider,,,william.snider@prudential.com,,List Import
10993969,Inactive Investor,Victoria Staten,,"Robinhood Financial, LLC",victoria@robinhood.com,,Salesforce
10488348,,Shawn Foster,"Financial Advisor, Investment Advisor Representative","Ameritas Advisory Services, LLC",sfoster@ameritas.com,,List Import
10907127,Inactive Investor,Carole Cage,Member,Atrato Asset Management LLC Park City UT 9003 N Hidden Hill Loop,,,Salesforce
238209,,mcantore@hightoweradvisors.com Cantore,,"HighTower Advisors, LLC",mcantore@hightoweradvisors.com,917-286-2770,
10774004,Inactive Investor,David Stellati,Senior Vice President,Morgan Stanley Boston MA 28 State St,david.stellati@morganstanley.com,,Salesforce
9581982,,Daniel McCulloch,,,dmcculloch@paloma.com,,List import
10843961,Inactive Investor,Matthew Holder,Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,mholder@sovereigngrp.com,,Salesforce
9640750,,Jim Brogan,,,jim@broganfinancial.com,,List import
11166478,Inactive Investor,Ralf Lennon,,Cetera Financial Specialists LLC Wayne NJ Private Residence,ralf.lennon@ceterafs.com,,Salesforce
10870987,Inactive Investor,Bryan Lee,,"Transamerica Financial Advisors, Inc San Gabriel CA 121 S Del Mar Ave",bryan.lee@tfaconnect.com,,Salesforce
10952561,Inactive Investor,Nathan Heiligenstein,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10834205,Inactive Investor,Yvonne Good,Portfolio Associate;Senior Client Service Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,yvonne.m.good@morganstanley.com,,Salesforce
10802723,Inactive Investor,John Enright,Financial Advisor,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",john.g.enright@wellsfargoadvisors.com,,Salesforce
233221,, -,,[[Unknown]],ca.rickarum@gmail.com,,
11194750,Inactive Investor,Anthony Butz,,"Ameritas Investment Company, LLC Cincinnati OH 221 E 4th St",abutz@ameritas.com,,Salesforce
11076885,Inactive Investor,Victoria Nygren,,Country Capital Management Company Chicago IL 4525 N Western Ave,victoria.nygren@countryfinancial.com,,Salesforce
10859090,Inactive Investor,Deborah Wilson,,"Avantax Investment Services, Inc. Darien WI Private Residence",,,Salesforce
9580588,,Stephanie Manning,,,stephanie.manning@marinerwealthadvisors.com,,List import
10787345,Inactive Investor,Bertram Garber,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",wade.garber@nm.com,,Salesforce
11261022,Inactive Investor,Eftina Coma,Investment Analyst,"Moran Wealth Management, LLC",eftina.coma@moranwm.com,,Salesforce
11095502,Inactive Investor,Andrew Krakauer,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",andrew.krakauer@equitable.com,,Salesforce
206035,,Jerry Chi,,[Unknown],jerrychi123@gmail.com,,Organic Search
10999124,Inactive Investor,Julie Forte,,Citigroup Global Markets Inc.,julie.forte@citi.com,,Salesforce
10875628,Inactive Investor,Alexander Klinkhammer,,"Cambridge Investment Research, Inc. Lakeville MN 8353 210th St W",,,Salesforce
11220260,,Jeremy Laster,,,jeremy_j_laster@vanguard.com,,Other
10776516,Inactive Investor,David Shoaff,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",david_shoaff@ml.com,,Salesforce
10993882,Inactive Investor,Derek Duncan,,NYLIFE Securities LLC Fort Collins CO 3003 E Harmony Rd,dduncan01@ft.newyorklife.com,,Salesforce
11130856,Inactive Investor,Eisley Kim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",eisley.kim@ml.com,,Salesforce
10806698,Inactive Investor,Joseph Mjelde,Financial Advisor,Edward Jones Burke VA 5268 Lyngate Ct,joe.mjelde@edwardjones.com,,Salesforce
9627258,,Bhaskar Choudari,,,bhaskarchoudari@gmail.com,,List import
10958445,Inactive Investor,Joshua Hartman,,Country Capital Management Company Fort Collins CO 375 E Horsetooth Rd,josh.hartman@countryfinancial.com,,Salesforce
9620965,,David Snyder,,,david@ddsnyder.com,,List import
11176682,Inactive Investor,John Ertter,Senior Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,j.ertter@fi.com,,Salesforce
9547110,,Gabriel Issa,,,gissa@financialguide.com,,List import
10988593,Inactive Investor,Aaron Garcia,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",aaron.garcia@prudential.com,,Salesforce
10791662,Inactive Investor,Jane Weekley,,Cetera Advisor Networks LLC San Antonio TX 9311 San Pedro Ave,weekleyj@ceteranetworks.com,,Salesforce
10881845,Inactive Investor,Amanda Magee,Operations Manager;Principal;Shareholder,Financially In Tune,mandy@financiallyintune.com,,Salesforce
10958270,Inactive Investor,Carolyn Levine,,"Truist Investment Services, Inc. New York NY 50 Hudson Yards",,,Salesforce
10986992,Inactive Investor,Jeremy Duncan,,Country Capital Management Company Beaverton OR 10700 SW Beaverton-Hillsdale Hwy,,,Salesforce
9629238,,M H,,,haitz16@gmail.com,,List import
11064028,Inactive Investor,Timothy Leveroni,,LPL Financial LLC Braintree MA 50 Braintree Hill Park,timothya.leveroni@lpl.com,,Salesforce
10765686,Inactive Investor,Matthew Rogge,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",,,Salesforce
9608264,,Matteo Granuzzo,,,granuz88@gmail.com,,List import
11064043,Inactive Investor,Julia Williams,,Vanguard Marketing Corporation,julia_williams@vanguard.com,,Salesforce
10905749,Inactive Investor,Mark Khoury,,State Farm VP Management Corp. Milford MI 320 W Summit St,,,Salesforce
10816416,Inactive Investor,Randall Krenzin,Family Wealth Director;Managing Director;Portfolio Manager,Morgan Stanley Los Gatos CA 16000 Los Gatos Blvd,randall.krenzin@morganstanley.com,,Salesforce
11135895,Inactive Investor,Debra Ragusa,,PFS Investments Inc. Lisle IL 4736 Main St,debra.ragusa@primerica.com,,Salesforce
11018295,Inactive Investor,Scott Fisher,Managing Member;Senior Partner;Wealth Advisor,"TVAMP, LLC",scott.fisher@tvamp.com,,Salesforce
9635999,,Asad Berani,,,aberani@prophetequity.com,,List import
11203135,Inactive Investor,Paula Avant,,PFS Investments Inc. New Orleans LA 6221 S Claiborne Ave,paula.avant@primerica.com,,Salesforce
11236410,Inactive Investor,Roman Skurdal,Financial Advisor,Ceva Advisors Woodinville WA Private Residence,roman.skurdal@cevaadvisors.com,,Salesforce
11232661,Inactive Investor,Deirdre Cosgrove,,"Allstate Financial Services, LLC White Plains NY 402 Mamaroneck Ave",deirdrecosgrove@allstate.com,,Salesforce
10644550,,Nori Kordvani,,,nkordvani@farmersagent.com,,List Import
11028321,Inactive Investor,Emily Schmidt,,"Empower Financial Services, Inc",emily.schmidt@empower.com,,Salesforce
11108444,Inactive Investor,Suzette Doucet,Chief Financial Officer,"Doucet Asset Management, LLC",,,Salesforce
10866137,Inactive Investor,Robert Hicks,Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,robert.hicks@jpmorgan.com,,Salesforce
11171403,Inactive Investor,Margaret Kaiser,Chief Operating Officer;Vice President,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,mhawk@rockco.com,,Salesforce
9612564,,Christopher Bush,,,cbush@advisoryresearch.com,,List import
10885162,Inactive Investor,Myles Luster,Vice President - Investments,J.P. Morgan Securities LLC Sherman Oaks CA 13949 Ventura Blvd,myles.luster@jpmorgan.com,,Salesforce
10842773,Inactive Investor,Michelle Connell,Owner;President,Portia Capital Management,,,Salesforce
11037669,Inactive Investor,Justin Clements,,"Empower Financial Services, Inc Fort Myers FL 3949 Evans Ave",justin.clements@gwrs.com,,Salesforce
11190013,Inactive Investor,Walter Kieke,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11192681,Inactive Investor,David Weber,,"Raymond James Financial Services, Inc. Missoula MT 432 W Spruce St",david.weber@raymondjames.com,,Salesforce
37104,,Sahand Elmtalab,Vice President,"MML Investors Services, LLC",selmtalab@financialguide.com,612-492-9334,
9632063,,Fred Shoaff,,,fshoaff@apexcpas.com,,List import
9642335,,Tony Gravanis,,,tony@kenetic.capital,,List import
9608533,,Aaron Ventura,,,aventu9827@yahoo.com,,List import
11229726,Inactive Investor,Michael Littmann,,"Northwestern Mutual Investment Services, LLC Paramus NJ 80 W Century Rd",michael.littmann@nm.com,,Salesforce
9576975,,benjamin.woodhouse@gmail.com Woodhouse,,,benjamin.woodhouse@gmail.com,,List import
11118059,Inactive Investor,Lorrna Baack,,LPL Financial LLC Palestine TX 114 W Oak St,lorrna.baack@lpl.com,,Salesforce
11156725,Inactive Investor,Wayne Griffith,Family Wealth Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Tucson AZ 7175 N Pima Canyon Dr,wayne.f.griffith@morganstanley.com,,Salesforce
10961171,Inactive Investor,Kyle Michael,,PFS Investments Inc. Colorado Springs CO 7150 Campus Dr,kmichael@primerica.com,,Salesforce
10777376,Inactive Investor,Nicole Nonn,Senior Registered Associate,Morgan Stanley Edwardsville IL 6181 Bennett Dr,,,Salesforce
236828,, -,,[[Unknown]],kj8051737@gmail.com,,
9615088,,Elan Nahari,,,elan.nahari@gmail.com,,List import
10889398,Inactive Investor,Nancy Barrera,,J.P. Morgan Securities LLC Los Angeles CA 400 S Hope St,nancy.barrera@jpmorgan.com,,Salesforce
11011390,Inactive Investor,Francis Sloan,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
11087035,Inactive Investor,Robert Burris,,Stonex Securities Inc. Grove City OH Private Residence,,,Salesforce
10913388,Inactive Investor,John Sullivan,,Huntleigh Securities Corporation Dwight IL 108 E Main St,,,Salesforce
9625716,,Alex Cho-Kee,,,achokee@gmail.com,,List import
11090516,Inactive Investor,Mark Pratt,,NYLIFE Securities LLC Davis CA 1756 Picasso Ave,mjpratt@ft.newyorklife.com,,Salesforce
10477793,,Andy Campanella,,,andycampy@icloud.com,,Web Form Fillout
7016105,,William Boyington,,,cwboyington@proton.me,,Web form fillout
10796558,Inactive Investor,Bennett Cale,Director - Alternative Investments;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,bennett.cale@morganstanley.com,,Salesforce
10658594,,Jennifer Menzies,,,jennifer.menzies@lfg.com,,List Import
11141181,Inactive Investor,Brian Hanks,Chief Compliance Officer;Managing Member,"Hanks Capital Management, LLC",,,Salesforce
10838243,Inactive Investor,Kimila Cummings,,"First Command Brokerage Services, Inc.",klcummings@firstcommand.com,,Salesforce
11049548,Inactive Investor,Benny Tran,Analyst,Kobo Wealth Conservancy,benny@kobowealth.com,,Salesforce
9592121,,Steeve Paquet,,,paqustee@gmail.com,,List import
9620556,,Marshall Coburn,,,marshwc@aol.com,,List import
10997642,Inactive Investor,Carlos Paz,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",carlos.paz@nm.com,,Salesforce
10959231,Inactive Investor,Derek Alexander,,"MML Investors Services, LLC",dalexander@massmutual.com,,Salesforce
10775504,Inactive Investor,Mark Peterson,,Cetera Advisor Networks LLC Saint Paul MN 500 Imperial Ave N,petersonm@ceteranetworks.com,,Salesforce
9624665,,Richard Carpenter,,,7rcarpenter@gmail.com,,List import
11006517,Inactive Investor,Kimberly Durnil,,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,kim.durnil@ubs.com,,Salesforce
11040913,Inactive Investor,John Decker,Managing Director;Market Head,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.decker@ubs.com,,Salesforce
10920505,Inactive Investor,Kelvin Nunley,,State Farm VP Management Corp. Richardson TX 1415 State St,kelvin.nunley.rksx@statefarm.com,,Salesforce
11052097,Inactive Investor,Ladislao Kalmar,Branch Office Supervisor;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Temecula CA 41593 Winchester Rd",ladislao.kalmar@tfaconnect.com,,Salesforce
10816825,Inactive Investor,Maureen Kane,Financial Advisor,Edward Jones Virginia Beach VA 295 Bendix Rd,maureen.e.kane@edwardjones.com,,Salesforce
10943602,Inactive Investor,Alexandria Nalevanko,,Vanguard Marketing Corporation,alexandria_nalevanko@vanguard.com,,Salesforce
11140729,Inactive Investor,Joseph Pezzano,,"Benjamin F. Edwards & Company, Inc. Hermitage PA 2500 Highland Rd",joe.pezzano@benjaminfedwards.com,,Salesforce
10619540,,Michael Kavanagh,,,michael.kavanagh@morganstanley.com,,List Import
11131928,Inactive Investor,David Faulkner,Financial Advisor;Partner;Shareholder,"Spectrum Advisors, Inc.",david@spectrumadvisors.net,,Salesforce
11018402,Inactive Investor,Antoine Tines,,"U.S. Bancorp Investments, Inc. Appleton WI 200 N Durkee St",,,Salesforce
11176283,Inactive Investor,Kevin Little,,PFS Investments Inc. Purcell OK 120 Lester Ln,kevin.little@primerica.com,,Salesforce
11201912,Inactive Investor,Dylan Norton,,"Robinhood Financial, LLC Denver CO 2373 15th St",dylan.norton@robinhood.com,,Salesforce
10989874,Inactive Investor,George Hart,Client Service Associate,Copper Financial,ghart@cacu.com,,Salesforce
9626709,,HAYTHAM CHEHABEDDINE,,,haytham@alphaseed.tech,,List import
9599251,,Wayne Ortloff,,,w.ortloff@verizon.net,,List import
10762358,Inactive Investor,Phillip Midas,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peachtree City GA 900 Westpark Dr",phillip.midas@ml.com,,Salesforce
9631916,,Alex Godwin,,,axgodwin101@gmail.com,,List import
9625691,,Cordozar Broadus,,,ta@gerberco.com,,List import
11107804,Inactive Investor,Micah Coski,Financial Planner;Vice President,"Quantum Financial Planning Services, Inc.",,,Salesforce
11044157,Inactive Investor,Kelly York-Lastrapes,Financial Advisor,Edward Jones Baton Rouge LA 4600 Sherwood Common Blvd,kelly.lastrapes@edwardjones.com,,Salesforce
10862623,Inactive Investor,Douglas Mishkin,,"The Leaders Group, Inc.",,,Salesforce
11070193,Inactive Investor,Clinton Koen,,MWA Financial Services Inc. Bay Minette AL Private Residence,charles.e.koen@mwarep.org,,Salesforce
372031,,Mark Langager,,United States,mark.langager@gmail.com,,Salesforce
10909242,Inactive Investor,Lynda Commale,,Vanguard Marketing Corporation,lynda_commale@vanguard.com,,Salesforce
9568049,,Gabriel Millard,,,gabriel.millard@gmail.com,,List import
10765033,Inactive Investor,Milton Kawasaki,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",milton_t_kawasaki@ml.com,,Salesforce
9541350,,Tugba K,,,tugba.kurtaran@thodex.com,,List import
9559360,,POL SA,,,rfqzshu@karenkey.com,,List import
10787498,Inactive Investor,Brian Meeks,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",brian.meeksii@53.com,,Salesforce
11188166,Inactive Investor,Jerry Banks,,"Wells Fargo Clearing Services, LLC Jasper AL 2721 Hwy 78 E",,,Salesforce
11072565,Inactive Investor,Erica Camp,Financial Advisor,Edward Jones Shawnee OK 318 W Macarthur St,erica.camp@edwardjones.com,,Salesforce
10807084,Inactive Investor,Douglas Mick,Vice President,"Raymond James & Associates, Inc. Elkhart IN 230 N Main St",douglas.mick@raymondjames.com,,Salesforce
10771899,Inactive Investor,Magdalena Villalvazo,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",magdalena.villalvazo@wellsfargo.com,,Salesforce
5513503,,Scott Trapani,,,satrapani23@gmail.com,,Web Form Fillout
10849000,Inactive Investor,Joseph Falbo,Financial Advisor,LPL Financial LLC New Providence NJ 70 Floral Ave,joseph.falbo@lpl.com,,Salesforce
11142046,Inactive Investor,Sheila Troyer,,"Concourse Financial Group Securities, Inc. Hartville OH 1221 W Maple St",sheila.troyer@concoursefinancial.com,,Salesforce
9606046,,Brendan Burke,,Senvest,bburke@senvest.com,2122087400,List import
10762433,Inactive Investor,Delores Brockington,Senior Client Associate,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",delores.brockington@wellsfargoadvisors.com,,Salesforce
11130736,Inactive Investor,Seth Zudell,,LPL Financial LLC Scottsdale AZ 16427 N Scottsdale Rd,seth.zudell@lpl.com,,Salesforce
9618159,,Philip Eckian,,,phil@longhorncapital.com,,List import
10761248,Inactive Investor,Jennifer Abate,,Lazard Asset Management Securities LLC,jennifer.abate@lazard.com,,Salesforce
11194190,Inactive Investor,Yan Zhou,,"Transamerica Financial Advisors, Inc Plano TX 5700 Tennyson Pkwy",,,Salesforce
10995830,Inactive Investor,Jacob Burrow,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
11132055,Inactive Investor,Shunly Wang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Flushing NY 3907 Prince St",shunly.wang@tfaconnect.com,,Salesforce
10944890,Inactive Investor,Jessica Edmonds,,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",jessica.edmonds@ampf.com,,Salesforce
3995,,dennis See,,[Unknown],dennissee8383@gmail.com,,Content
10866403,Inactive Investor,Gregory Mahoney,,State Farm VP Management Corp. Aurora IL 3015 E New York St,greg.mahoney.lnna@statefarm.com,,Salesforce
10833830,Inactive Investor,Craig Wright,Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Xenia OH 1848 Old 35,cswright@unitedplanners.com,,Salesforce
11071097,Inactive Investor,Donald Kainer,Financial Advisor,LPL Financial LLC Conroe TX 2125 N Loop 336 W,don.kainer@lpl.com,,Salesforce
10646856,,James Molloy,,,james.s.molloy@lpl.com,,List Import
10618962,,Edward Spiegel,,,edward.spiegel@morganstanley.com,,List Import
11091715,Inactive Investor,Stephen Carson,,Commonwealth Financial Network Burlington MA 1 Van de Graaff Dr,scarson@commonwealth.com,,Salesforce
11102700,Inactive Investor,Eduardo Pinson Garcia,,"Charles Schwab & Co., Inc. Atlanta GA 3260 Walton Riverwood Ln SE",,,Salesforce
10879064,Inactive Investor,David Petso,Founder;Member;Owner;Senior Investment Advisor,Petso Financial Consultants LLC,dave@petsofinancial.net,,Salesforce
11198322,Inactive Investor,Robert Zabbia,,"Allstate Financial Services, LLC Massapequa NY 744 N Broadway",,,Salesforce
10960403,Inactive Investor,Jacob Zoller,Financial Consultant Trainee,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",,,Salesforce
10752816,Inactive Investor,Rebecca Emanuel,Financial Advisor,"Wells Fargo Clearing Services, LLC Carmel CA 26135 Carmel Rancho Blvd",rebecca.emanuel@wellsfargo.com,,Salesforce
11042937,Inactive Investor,Thomas Ottmar,,"Avantax Investment Services, Inc. Phoenix AZ 4647 N 32nd St",,,Salesforce
202603,,William Logue,,United States,blogue@clearfocusfinancial.com,,
11074249,Inactive Investor,Tracy Johnson,Partner,"Geometric Wealth Advisors, LLC Minneapolis MN Private Residence",tjohnson@geometricadvisors.com,,Salesforce
10806233,Inactive Investor,Jamel Wright,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",jamel.wright@schwab.com,,Salesforce
10972787,Inactive Investor,Peter Hackenbrack,Financial Advisor,"Diversified, LLC Wayne PA 985 Old Eagle School Rd",peter@diversifiedllc.com,,Salesforce
10799586,Inactive Investor,Linda Sankey,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,linda.sankey@ubs.com,,Salesforce
2070655,,Mark Buzbee,,,mark.buzbee@gmail.com,,
11083803,Inactive Investor,Elizabeth Wurster,,J.P. Morgan Securities LLC Baltimore MD 650 S Exeter St,elizabeth.m.wurster@jpmorgan.com,,Salesforce
11009599,Inactive Investor,Robert Schrag,,"N.I.S. Financial Services, Inc.",,,Salesforce
11059530,Inactive Investor,Rafael Ruiz,,LPL Financial LLC Scottsdale AZ 17550 N Perimeter Dr,rafael.ruiz@lpl.com,,Salesforce
10891957,Inactive Investor,Nicholas Shealy,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",nicholas.shealy@wfafinet.com,,Salesforce
11009588,Inactive Investor,William Holmes,,NYLIFE Securities LLC San Angelo TX 3115 W 306 Loop,,,Salesforce
10878389,Inactive Investor,James Beard,Financial Advisor,Edward Jones Evansville IN 445 N Cross Pointe Blvd,james.beard@edwardjones.com,,Salesforce
9629963,,Har Ycund,,,mohezgox420@protonmail.com,,List import
11125250,Inactive Investor,Andrew Bakkum,,"U.S. Bancorp Investments, Inc. La Crosse WI 201 Main St",,,Salesforce
11103770,Inactive Investor,Harold LeSage,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,harold.lesage@ubs.com,,Salesforce
11022547,Inactive Investor,Robert Cagliostro,,Fidelity Brokerage Services LLC,,,Salesforce
11110547,Inactive Investor,Christopher Olson,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",christopher.olson@rbc.com,,Salesforce
11135409,Inactive Investor,Lucas Hail,Chairman;Director;Financial Planner;Secretary;Shareholder,Foster & Motley Inc,luke@fosterandmotley.com,,Salesforce
9629417,,Oleg Elikh,,,olegelikh@yahoo.com,,List import
10785826,Inactive Investor,Gilbert Roddy,General Partner;Senior Financial Analyst,"Loring, Wolcott & Coolidge Fiduciary Advisors, LLP",groddy@lwcotrust.com,,Salesforce
10830407,Inactive Investor,David Gadra,Director;Managing Partner,TGS Financial Advisors Radnor PA 170 N Radnor Chester Rd,dgadra@tgsfin.com,,Salesforce
10755295,Inactive Investor,Edward Clinch,Financial Advisor,Edward Jones Helena MT 1235 Birch St,ed.clinch@edwardjones.com,,Salesforce
10811514,Inactive Investor,Seshagiri Mandava,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",seshagiri.mandava@prudential.com,,Salesforce
10840701,Inactive Investor,Travis McCloskey,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Cartersville GA 499 E Main St",travis.mccloskey@wellsfargoadvisors.com,,Salesforce
11131811,Inactive Investor,Buddy Kimsey,,"Avantax Investment Services, Inc. Charleston TN Private Residence",,,Salesforce
9551201,,stephen mott,,,stevemott@comcast.net,,List import
9597307,,William Newell,,,wnewell@carsoninstitutional.com,,List import
10758665,Inactive Investor,Paul Moffett,Financial Advisor,Commonwealth Financial Network Columbia SC 200 Center Point Cir,pmoffett@commonwealth.com,,Salesforce
11231026,Inactive Investor,Clement Paduraru,,LPL Financial LLC Coeur D Alene ID 418 E Lakeside Ave,,,Salesforce
11219741,,Eric Pailing,,,epailing@edelmanfinancialengines.com,,Other
213310,,Nathan McKay,,Eagle Strategies LLC,ntmckay@ft.newyorklife.com,907-257-5261,
9646357,,Bradley Markis,,,b.m.markis@gmail.com,,List import
10596199,,Jay Warner,,,jay@portoneco.com,,Web Form Fillout
11180376,Inactive Investor,James Dawson,,"Wells Fargo Clearing Services, LLC Oxnard CA 300 E Esplanade Dr",james.dawson@wellsfargoadvisors.com,,Salesforce
10770229,Inactive Investor,David Gordon,,"IFG Advisory, LLC Concord NC 323 Coddle Market Dr NW",,,Salesforce
10905252,Inactive Investor,Michelle Murphy,,"Raymond James Financial Services, Inc. Greenwood IN 1263 N State Road 135",michelle.murphy@raymondjames.com,,Salesforce
11074791,Inactive Investor,Charles Petitjean,Wealth Advisor,"Barker Wealth Management, LLC Ridgefield WA Private Residence",charles.petitjean@barkerwealthmanagement.com,,Salesforce
11172921,Inactive Investor,Thomas Keefer,,Commonwealth Financial Network Berwyn PA 1436 Lancaster Ave,tkeefer@commonwealth.com,,Salesforce
9595213,,chaolong ma,,,714450797@qq.com,,List import
9630393,,Turd Muncher,,,turdmuncher@gmail.com,,List import
4309832,,Marc Pop,,,marc.pop@saopayments.com,,Web Form Fillout
10766667,Inactive Investor,Roger Auger,Private Wealth Advisor,"Ameriprise Financial Services, LLC Scarborough ME 200 US Rte 1",roger.a.auger@ampf.com,,Salesforce
10844035,Inactive Investor,Dane Johnston,,"First Heartland Capital, Inc. Waverly IA 116 W Bremer Ave",,,Salesforce
11205339,Inactive Investor,David Streit,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",dstreit@financialguide.com,,Salesforce
10812716,Inactive Investor,Christopher Rondinelli,,"Good Life Advisors, LLC Mars PA 100 Northpointe Cir",christopher.rondinelli@goodlifefa.com,,Salesforce
11086993,Inactive Investor,Stacie Patchett,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,stacie.patchett@thrivent.com,,Salesforce
10764968,Inactive Investor,Eric Rosen,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Jericho NY 2 Jericho Plz,eric.rosen@morganstanley.com,,Salesforce
10972769,Inactive Investor,James Ahn,,J.P. Morgan Securities LLC Tenafly NJ 115 County Rd,james.e.ahn@jpmorgan.com,,Salesforce
11096477,Inactive Investor,Freddie Stanmore,,PFS Investments Inc. Dallas TX 3309 Elm St,fstanmore@primerica.com,,Salesforce
10832084,Inactive Investor,James Burns,,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",jimmy.burns@wellsfargoadvisors.com,,Salesforce
9629957,,Tobias Franzén,,,tobias.jo.franzen@gmail.com,,List import
11049092,Inactive Investor,Dawn Pilipchuk-Kruth,,"Benjamin F. Edwards & Company, Inc. Waterloo IA 116 E 4th St",dpk@benjaminfedwards.com,,Salesforce
10849713,Inactive Investor,Michael Kebler,Financial Advisor,Morgan Stanley Traverse City MI 300 E Front St,mike.kebler@morganstanley.com,,Salesforce
11091411,Inactive Investor,Kevin Oliver,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11079657,Inactive Investor,Joshua Marino,,Edward Jones Port Jefferson NY 640 Belle Terre Rd,josh.marino@edwardjones.com,,Salesforce
10943120,Inactive Investor,Conrad Thompson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,conrad.thompson@fidelity.com,,Salesforce
10833258,Inactive Investor,Dennis Sullivan,,"Equitable Advisors, LLC",dennis.sullivan@equitable.com,,Salesforce
10988233,Inactive Investor,Kathleen Tran,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10614086,,Michael Meyers,"Financial Advisor, Vice President",,michael.meyers@rbc.com,,List Import
10874446,Inactive Investor,Roberto Reyes,,UBS Financial Services Inc. San Diego CA 600 W Broadway,,,Salesforce
11193061,Inactive Investor,Joseph Ezernack,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Shareholder,Trademark Capital Management Inc.,,,Salesforce
1003336,Inactive Investor,David Frank,"Senior Vice President, Wealth Management",Raymond James,david.frank@raymondjames.com,973.683.2476,
11020532,Inactive Investor,Benjamin Harris,Client Service Specialist,"Ameriprise Financial Services, LLC Colchester VT 905 Roosevelt Hwy",benjamin.harris@ampf.com,,Salesforce
10936812,Inactive Investor,Nicholas Motola,,"American Capital Partners, LLC New York NY 4 World Trade Ctr",,,Salesforce
10881145,Inactive Investor,Robert Needham,Chief Compliance Officer;President,Needham Advisory Corporation,,,Salesforce
11051044,Inactive Investor,Blaine Dunn,Principal,"Dunn Financial Advisors, LLC",blaine@dunnadvisors.com,,Salesforce
10647345,,Timothy Hardy,,,timothy.hardy@tfaconnect.com,,List Import
11121551,Inactive Investor,Adam Bramley,Relationship Manager,"Principal Securities, Inc. Kansas City MO Private Residence",bramley.adam@principal.com,,Salesforce
11178782,Inactive Investor,Joseph Garcia,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Austin TX 1106 Clayton Ln",joseph.garcia@tfaconnect.com,,Salesforce
10949490,Inactive Investor,Casey Frisby,,"Avantax Investment Services, Inc. Topeka KS 5869 SW 29th St",,,Salesforce
231281,, -,,[[Unknown]],notanmoon@gmail.com,,
10760673,Inactive Investor,Jason Klein,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.klein@fidelity.com,,Salesforce
10769566,Inactive Investor,Randall Marcum,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 601 Cleveland St",randall_marcum@ml.com,,Salesforce
10779700,Inactive Investor,Amy Lincoln,Investment Executive,"Fifth Third Securities, Inc. Flint MI 5232 Miller Rd",amy.lincoln@53.com,,Salesforce
11221480,,Phillip Korenman,,,phillip_korenman@troweprice.com,,List Import
11075556,Inactive Investor,Patrick Serda,,Plante Moran Insurance Agency,patrick.serda@plantemoran.com,,Salesforce
10914406,Inactive Investor,Brian Moran,Director;Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Overland Park KS 10870 Benson Dr",brian.moran@raymondjames.com,,Salesforce
10873353,Inactive Investor,Leigh Bloss,,"Voya Financial Advisors, Inc. El Paso TX 401 E Main Dr",leigh.bloss@voyafa.com,,Salesforce
198521,,Brian Tall,Chief Investment Officer,Brighton Jones Llc,brian@brightonjones.com,2062585000,Manual List Upload
11184171,Inactive Investor,Suzanne Kane,Assistant Complex Manager;Vice President,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",suzanne.kane@rbc.com,,Salesforce
227190,, -,,[Unknown],zachary.roberson@protonmail.com,,
11078077,Inactive Investor,Michael Butterfield,Financial Advisor,Edward Jones Lapeer MI 228 E Genesee St,mike.butterfield@edwardjones.com,,Salesforce
10809103,Inactive Investor,Bradley Kushner,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",bradley.kushner@ml.com,,Salesforce
11143322,Inactive Investor,Nina Cowart,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",nina.cowart@ml.com,,Salesforce
11112983,Inactive Investor,Datta Prasad Janamanchi,,"Brokers International Financial Services, LLC. Plainfield IL Private Residence",,,Salesforce
10987859,Inactive Investor,Jacob Bobick,,"Calton & Associates, Inc.",jbobick@calton.com,,Salesforce
9629384,,alan martins galvao,,,sacloja@outlook.com,,List import
10993314,Inactive Investor,John Sexton,,Key Investment Services LLC Beachwood OH 24600 Chagrin Blvd,,,Salesforce
11189988,Inactive Investor,William Curtis,,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,,,Salesforce
371644,,Robert Williams,,United States,robert@yahoo.com,,Salesforce
8807,,Scott Callahan,,[[Unknown]],charcalluk@yahoo.co.uk,,Database Upload
10767468,Inactive Investor,Donald Peppler,Chief Compliance Officer;Chief Investment Officer;Managing Partner,"Windsor Capital Management, LLC",dpeppler@windcm.com,,Salesforce
10960028,Inactive Investor,Anthony Niehaus,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,anthony.niehaus@fidelity.com,,Salesforce
9647586,,Tom Vice,,,tom@tjvice.com,,List import
344888,,Sarah Kempson,Director,"Roundview Capital, Llc",sarah@roundviewcapital.com,609-688-9500,Manual List Upload
9629105,,Josselin Meylan,,,finjossmeylan@gmail.com,,List import
10909319,Inactive Investor,Jesse Dean,President,"Vantage Point Wealth Management, LLC",jesse.dean@vantagepointwealth.com,,Salesforce
10837487,Inactive Investor,Kevin Vieira,,Commonwealth Financial Network North Kingstown RI 1140 10 Rod Rd,kvieira@commonwealth.com,,Salesforce
9613330,,Minh Nguyen,,,minhql.hut@gmail.com,,List import
11260801,Inactive Investor,Laura Grier,,"Bankers Life Securities, Inc. West Palm Beach FL 1601 Forum Pl",laura.grier@bankerslife.com,,Salesforce
11133396,Inactive Investor,Robert Allsup,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,robert.allsup@fmr.com,,Salesforce
11188744,Inactive Investor,Daniel Obrien,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 200 Glastonbury Blvd",dan.obrien@ml.com,,Salesforce
10927413,Inactive Investor,Robert Donofrio,Financial Advisor,LPL Financial LLC Amherst OH Private Residence,robert.donofrio@lpl.com,,Salesforce
10917287,Inactive Investor,Karim Madmoune,Financial Advisor,"Wells Fargo Clearing Services, LLC Clinton NY 178 Woods Park Dr",karim.madmoune@wellsfargoadvisors.com,,Salesforce
10806239,Inactive Investor,Kimberly McNurlin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stillwater MN 219 Main St N",kimberly_mcnurlin@ml.com,,Salesforce
10972229,Inactive Investor,Dana Merritt,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",dana.merritt@truist.com,,Salesforce
11066699,Inactive Investor,Christine Lechuga,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11166826,Inactive Investor,Ian Peterson,,D.A. Davidson & Co. Seattle WA 701 5th Ave,,,Salesforce
5465868,,tom jack,,,vilohe3184@edinel.com,,Web Form Fillout
11100758,Inactive Investor,Vance Embry,,"Raymond James Financial Services, Inc. Dalton GA 200 W Emery St",vance.embry@raymondjames.com,,Salesforce
10799447,Inactive Investor,Pai-Yen Chung,,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",paiyen.chung@transamerica.com,,Salesforce
47915,,Raul Reyes,Investment Advisor,"Transamerica Financial Advisors, Inc",raul.reyes@tfaconnect.com,818-757-7045,
10796571,Inactive Investor,James Brandt,Financial Advisor,"Ameriprise Financial Services, LLC Mason City IA 218 5th St SW",james.d.brandt@ampf.com,,Salesforce
10968237,Inactive Investor,Pierre Jean-Michel,,PFS Investments Inc. Hialeah FL 15327 NW 60th Ave,pjean-michel@primerica.com,,Salesforce
337542,,Mitch Moser,Financial Advisor,Weis Advisory,mitch.moser@lpl.com,888-978-2082,Manual List Upload
10807774,Inactive Investor,Carlos Soto,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Myrtle Beach SC 2024 Corporate Centre Dr",charlie_soto@ml.com,,Salesforce
9609270,,D Nguyentan,,,duchuy619@gmail.com,,List import
9644487,,David Currie,,,mudprotaping@gmail.com,,List import
9607441,,Lisa O'Brien,,,lobrien@obriengreene.com,,List import
10662033,,David Spiegel,,,dspiegel@glscap.com,,List Import
10931935,Inactive Investor,Jeremy Heasell,,"Northwestern Mutual Investment Services, LLC San Diego CA 9915 Mira Mesa Blvd",jeremy.heasell@nm.com,,Salesforce
86578,,Casey Stanley,Financial Professional,"Voya Financial Advisors, Inc.",casey.stanley@voyafa.com,985-447-4007,
10792451,Inactive Investor,Elizabeth Kenney,Authorized Officer;Senior Client Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,elizabeth.kenney@ubs.com,,Salesforce
9605012,,Lee Cunningham,,,lcunningham@federatedinv.com,,List import
11058239,Inactive Investor,Kyle Kullander,,B. Riley Wealth Management Little Rock AR 425 W Capitol Ave,,,Salesforce
10807563,Inactive Investor,John Kennedy,Financial Advisor,"Wells Fargo Clearing Services, LLC Dillon SC 601 Hwy 301 N",klay.kennedy@wellsfargo.com,,Salesforce
10790831,Inactive Investor,Glenn R Bianco,Financial Advisor,UBS Financial Services Inc. Purchase NY 3 Manhattanville Rd,glenn.bianco@ubs.com,,Salesforce
11233971,Inactive Investor,Muhammad Tiwana,,"Horan Securities, Inc.",muhammadt@horanassoc.com,,Salesforce
10792431,Inactive Investor,Paige Zebrowski,Wealth Management Analyst,Morgan Stanley New York NY 55 E 52nd St,paige.zebrowski@morganstanley.com,,Salesforce
11093184,Inactive Investor,Kathryn Pfeltz,,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",,,Salesforce
229658,, -,,[[Unknown]],bhagwan26@yahoo.com,,
11061946,Inactive Investor,Jorel Aleman,,J.P. Morgan Securities LLC Storrs Mansfield CT 8 Royce Cir,jorel.aleman@jpmorgan.com,,Salesforce
10814143,Inactive Investor,Richard Griffin,,Newbridge Securities Corporation Ypsilanti MI 301 W Michigan Ave,rgriffin@newbridgesecurities.com,,Salesforce
10992766,Inactive Investor,Matthew Heiar,,"MML Investors Services, LLC Kimberly WI 1037 Truman St",,,Salesforce
10992962,Inactive Investor,Emily Jane Hicks,,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",emily-jane.hicks@firsthorizon.com,,Salesforce
11210785,Inactive Investor,Frederick Kienel,,"Truist Investment Services, Inc. Wilmington NC 101 N 3rd St",frederick.kienel@truist.com,,Salesforce
9574826,,Satyen Lakhani,,,satyen@prop-chain.com,,List import
10988039,Inactive Investor,Bernard Ravelson,,"Pruco Securities, LLC. Marlborough MA 293 Boston Post Rd W",bernie.ravelson@prudential.com,,Salesforce
9580002,,William Blanco,,,blanco_william@nlvmail.com,,List import
10847020,Inactive Investor,Ivan Henderson,,State Farm VP Management Corp. Severn MD 8158 Telegraph Rd,ivan.henderson.lr6l@statefarm.com,,Salesforce
11151160,Inactive Investor,Nicholas Protono,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11159577,Inactive Investor,Brett Gasper,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,brett.gasper@ubs.com,,Salesforce
11151975,Inactive Investor,David Newton,Director - Business Strategy and Private Wealth Management;First Vice President,Morgan Stanley New York NY 1585 Broadway,david.newton@morganstanley.com,,Salesforce
11213320,Inactive Investor,Brian Fitzgerald,,"U.S. Bancorp Advisors, LLC Los Angeles CA 633 W 5th St",brian.fitzgerald@uboc.com,,Salesforce
4203854,,Andre L. Daniel,,,lydale.ad@gmail.com,,Web Form Fillout
10905599,Inactive Investor,Kenneth Caparoni,,State Farm VP Management Corp. Ventura CA 1583 Spinnaker Dr,kennethcaparoni@statefarm.com,,Salesforce
9640692,,Tin Lam,,,tin921@gmail.com,,List import
10864191,Inactive Investor,Matthew Wellens,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
9558658,,Eric Adams,,,esa@jfgllc.net,,List import
10885712,Inactive Investor,Natalie Dewindt,Principal,"Cascade Financial Partners, LLC",,,Salesforce
10617448,,Andrew Kross,,,akross@williamblair.com,,List Import
11232287,Inactive Investor,Melissa Joseph,,PFS Investments Inc. Brooklyn NY 457 New Lots Ave,melissa.joseph@primerica.com,,Salesforce
10969950,Inactive Investor,Daniel Roseth,Chief Financial Officer,"83rd St. Wealth Management, LLC Riverwoods IL 302 Saunders Rd",danny@83rdst.com,,Salesforce
5371401,,Anne Jima,,,annejima@gmail.com,,Web Form Fillout
10973486,Inactive Investor,George Decell,Client Advisor;Vice President,"BOK Financial Securities, Inc. Plano TX 5601 Granite Pkwy",,,Salesforce
10783040,Inactive Investor,Kelvin Foutz,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
11152890,Inactive Investor,Paul Melanson,,"Osaic Wealth, Inc. Rockland MA 800 Hingham St",,,Salesforce
11170813,Inactive Investor,Matthew Parra,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",matthew.p.parra@nm.com,,Salesforce
11175844,Inactive Investor,Steve Shim,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,swshim@ft.newyorklife.com,,Salesforce
11037563,Inactive Investor,Matthew Lettiere,,"W&S Brokerage Services, Inc. Charleston SC 115 Central Island St",matt.lettiere@wslife.com,,Salesforce
59866,,Jason McBride,,Presidential Wealth Management,jmcbride@presidentialwm.com,,
11085809,Inactive Investor,Timothy Le Pain,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Natick MA 2 Summer St",timothy.a.lepain@ampf.com,,Salesforce
239243,,Yusuf Akan,,[Unknown],yusufakan640@gmail.com,,Direct
11137230,Inactive Investor,Sean Waters,,Fidelity Brokerage Services LLC,sean.waters.229@fmr.com,,Salesforce
11197782,Inactive Investor,Michael Potter,Chief Compliance Officer;Financial Planner;Managing Member,True Wealth Financial Group LLC,mpotter@truewealthfg.com,,Salesforce
11106495,Inactive Investor,Sarah Ott,Financial Planning Director,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,sarah.ott@morganstanley.com,,Salesforce
10917610,Inactive Investor,Jan Valecka,Principal,LPL Financial LLC The Colony TX 4400 State Hwy 121,jan.valecka@lpl.com,,Salesforce
10975685,Inactive Investor,Phillip Rice,Investment Advisor Representative,Insight Capital Management,,,Salesforce
10826033,Inactive Investor,Adam Olson,,"Packerland Brokerage Services, Inc. Sterling IL 10 Reins St",adam_olson@packerlandbrokerage.com,,Salesforce
10994511,Inactive Investor,Nathan Church,,Edward Jones Show Low AZ 1500 E Woolford,,,Salesforce
11143708,Inactive Investor,Kesly Leon,,"Farmers Financial Solutions, LLC Darien IL 7702 Cass Ave",kleon@farmersagent.com,,Salesforce
11188398,Inactive Investor,Joseph Pastorello,,Goldman Sachs & Co.,joseph.pastorello@gs.com,,Salesforce
9628755,,Justin Wagler,,,justinwagler140@yahoo.com,,List import
10995162,Inactive Investor,Robert Boswell,Associate Wealth Advisor,"Avidian Wealth Solutions, LLC",,,Salesforce
10895078,Inactive Investor,Michael Forsberg,Financial Advisor,LPL Financial LLC Waite Park MN 99 10th Ave S,michael.forsberg@lpl.com,,Salesforce
11232775,Inactive Investor,Christopher Sweeney,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10900129,Inactive Investor,Jason Smith,,"Osaic Wealth, Inc. East Peoria IL 430 N Main St",,,Salesforce
340697,,Jeff Brown,"Partner, Chief Risk Officer, Director Of Assurance Services",Moss Adams Wealth Advisors Llc,jeff.brown@mossadams.com,206-302-6500,Manual List Upload
11138332,Inactive Investor,David Carr,,Robert W. Baird & Co. Incorporated,dcarr@rwbaird.com,,Salesforce
197937,,Alanna Moore,,United States,alannamoore32@gmail.com,,
9553655,,Alexander Wlezien,,,a.wlezien@gmail.com,,List import
11112522,Inactive Investor,Roland Towery,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 3 Skidaway Village Sq",roland.towery@ml.com,,Salesforce
10781874,Inactive Investor,Steven Wiktorek,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,steven.wiktorek@fidelity.com,,Salesforce
10999791,Inactive Investor,Joseph McGee,,"Allstate Financial Services, LLC Katy TX 440 Cobia Dr",josephmcgee@allstate.com,,Salesforce
11169250,Inactive Investor,Adam Catalfomo,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,adam.catalfomo@jpmorgan.com,,Salesforce
9637208,,Inder Tallur,,,inder.tallur@belhealth.com,,List import
9638994,,Bruno Wermelinger,,,bruno.wermelinger@credit-suisse.com,,List import
10886863,Inactive Investor,Gordon Achtermann,Financial Planner;Founder;Principal,"Your Best Path, LLC",gordon@yourbestpathfp.com,,Salesforce
9550950,,Clifford Press,,,cpress@oppllc.com,,
11058574,Inactive Investor,Heather Lyle,,"Ameriprise Financial Services, LLC Hays KS 1105 E 30th St",,,Salesforce
9618898,,Nicholas Miskowiec,,,nick.miskowiec@alyeskagroup.com,,List import
10809122,Inactive Investor,Michael Vitalbo,,"Brooklight Place Securities, Inc. Monongahela PA Private Residence",,,Salesforce
11084823,Inactive Investor,Stephen Collier,Assistant Vice President,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10927127,Inactive Investor,Zachary Payne,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10488360,,John Alves,Financial Planning Associate,49 Financial,sam.alves@49financial.com,,List Import
11014400,Inactive Investor,Adrian Jones,,PFS Investments Inc. Rochester NY 485 Titus Ave,ajones.9mppy@primerica.com,,Salesforce
9613639,,Serhat Selman,,,serhat.selman@gmail.com,,List import
9585959,,Kieran Caterina,,,kcaterina@gabelli.com,,List import
10824996,Inactive Investor,Emma Godbee,,"St. Bernard Financial Services, Inc. Riverdale GA Private Residence",emma.godbee@stbernardfinancial.com,,Salesforce
10777892,Inactive Investor,Kimberly Meek,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,kimberly.meek@fmr.com,,Salesforce
185362,,Timothy McGrath,Managing Member And Chief Compliance Officer,Riverpoint Wealth Management,mcgrath@riverpointwealth.com,312-239-1330,Manual List Upload
338339,,Urs Vrijhof-droese,Chairman And Member Of The Management,Whvp,urs.vrijhof-droese@whvp.ch,011-414-43157777,Manual List Upload
9574859,,Kimberly Cozart,,,tatumk@hdvest.com,,List import
10838722,Inactive Investor,Sandra Hagaman,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",sandra.hagaman@gwrs.com,,Salesforce
11201151,Inactive Investor,David Lam,,Morgan Stanley San Francisco CA 555 California St,david.lam@morganstanley.com,,Salesforce
11047072,Inactive Investor,Christian Sbarro,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",christian.sbarro@ml.com,,Salesforce
11126536,Inactive Investor,Michael Coffman,,"Osaic Wealth, Inc. Greenwood IN 1266 Lincoln Park Blvd",,,Salesforce
10897912,Inactive Investor,Ronald Lynch,Financial Advisor,UBS Financial Services Inc. San Mateo CA 400 S El Camino Real,pat.lynch@ubs.com,,Salesforce
10645015,,Jane Dunmyer,,,jane.dunmyer@ceterafs.com,,List Import
11134203,Inactive Investor,Karen Kenny,Client Service Associate,Morgan Stanley Melville NY 58 S Service Rd,karen.kenny@morganstanley.com,,Salesforce
11109918,Inactive Investor,Erma Tillmon,,PFS Investments Inc. Garland TX 3960 Broadway Blvd,etillmon@primerica.com,,Salesforce
9631278,,Paul Landolfa,,,plandolfa@gmail.com,,List import
11169556,Inactive Investor,Gregory Cimmino,Financial Advisor,LPL Financial LLC Waterbury CT 21 W Main St,gregory.cimmino@lpl.com,,Salesforce
11066149,Inactive Investor,Robin Calla,,"Avantax Investment Services, Inc. Saint Marys PA 301 Brusselles St",,,Salesforce
11233035,Inactive Investor,Silvana Etemadieh,,"Wells Fargo Clearing Services, LLC Thousand Oaks CA 3965 E Thousand Oaks Blvd",silvana.etemadieh@wellsfargo.com,,Salesforce
9571859,,Davide Bottazzi,,,davidebottazzi1@gmail.com,,List import
372989,,Elizabeth Cuevas,,[Unknown],ealico@me.com,,source
10596201,,Richard Moore,,,rich@moorefinancial.info,,Web Form Fillout
10775798,Inactive Investor,Terrence Regan,Associate Vice President;Financial Advisor,"RBC Capital Markets, LLC Cincinnati OH 2135 Dana Ave",terry.regan@morganstanley.com,,Salesforce
10846018,Inactive Investor,Matthew Feldman,,Oppenheimer & Co. Inc.,matthew.feldman@opco.com,,Salesforce
11046881,Inactive Investor,Sidney Hussainee,Wealth Management Analyst,Morgan Stanley Seattle WA 601 Union St,sidney.hussainee@morganstanley.com,,Salesforce
10859759,Inactive Investor,David Menegus,,Cetera Advisor Networks LLC Bend OR Private Residence,,,Salesforce
11105445,Inactive Investor,Zhengzhe Qu,,"Global Pacific Securities US, Inc.",zhengzhequ@globalpacificsecurities.com,,Salesforce
11056934,Inactive Investor,Jonathan Romero,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",jonathan.romero@robinhood.com,,Salesforce
10805273,Inactive Investor,George Ball,Chairman;Director;Regulatory Contact,Sanders Morris LLC,george.ball@smhgroup.com,,Salesforce
10837405,Inactive Investor,Matthew Hersch,Executive Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley Seattle WA 601 Union St,matthew.hersch@morganstanley.com,,Salesforce
11231568,Inactive Investor,Alexandra Negru,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",alexandra.negru@ml.com,,Salesforce
9569912,,Brian Rose,,,brose@vikingglobal.com,,List import
10976022,Inactive Investor,Sylvia Jakubowski,,J.P. Morgan Securities LLC Prospect Heights IL 2 E Euclid Ave,sylvia.m.jakubowski@chase.com,,Salesforce
11005047,Inactive Investor,Wendell Dancel,,"Transamerica Financial Advisors, Inc San Antonio TX 84 NE Loop 410",wendell.dancel@tfaconnect.com,,Salesforce
209542,,Daniel Mandich,"Investment Advisor Representative, Senior Financial Representative","Principal Securities, Inc.",mandich.daniel@principal.com,952-277-4270,
9620151,,chris muchka,,,cemuchka@yahoo.com,,List import
10995368,Inactive Investor,Matthew Copeland,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,,,Salesforce
10820013,Inactive Investor,Tina Wilcox,,LPL Financial LLC Durham NC Private Residence,tina.wilcox@lpl.com,,Salesforce
11193476,Inactive Investor,Rhonda Southall,,J.P. Morgan Securities LLC Baton Rouge LA 451 Florida St,rhonda.r.southall@jpmorgan.com,,Salesforce
9587861,,Rishi Gurbani,,,rishigurbani@gmail.com,,List import
10756091,Inactive Investor,Maura Maness,Wealth Management Associate,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,maura.maness@ubs.com,,Salesforce
11288063,,Carvin Gordon,,,carvin_amg@yahoo.com,,Web Form Fillout
9622305,,Amit Jhandey,,,amitjhandey@gmail.com,,List import
10644140,,Edmund Sweeney,,,esweeney@rcmam.com,,List Import
11015629,Inactive Investor,Michael Crown,,"First Command Brokerage Services, Inc. El Paso TX 4712 Woodrow Bean",mdcrown@firstcommand.com,,Salesforce
10793651,Inactive Investor,Sharlene Schiffer,,Cetera Advisors LLC Ponte Vedra FL 1193 Salt Marsh Cir,sharlene.schiffer@ceteraadvisors.com,,Salesforce
9564306,,Prajjawol Basnyat,,,pjnova@gmail.com,,List import
10836244,Inactive Investor,James Driskell,,LPL Financial LLC Birmingham AL 2153 Riverchase Office Rd,james.driskell@lpl.com,,Salesforce
11213384,Inactive Investor,James Smith,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11167408,Inactive Investor,Megan Van Dorin,Manager,Thrivent Investment Management Inc. Loveland CO 2956 Ginnala Dr,megan.vandorin@thrivent.com,,Salesforce
9555293,,Elizabeth Sorrells,,,esorrells@acgwealth.com,,List import
11053364,Inactive Investor,Nicole Moreau,Client Relationship Manager;Secretary,Moreau Investment Management Co Litchfield CT 436 N Lake St,,,Salesforce
10829971,Inactive Investor,Kirk Littlewood,,"Moloney Securities Co., Inc. Matteson IL 21417 S Jean Ave",klittlewood@moseco.com,,Salesforce
10996409,Inactive Investor,Hunter Washington,,J.P. Morgan Securities LLC Chicago IL 1551 N Kingsbury St,hunter.washington@jpmorgan.com,,Salesforce
214112,,Julius Buchel,,Zizzy,julius.buchel@zizzy.io,,Direct
10914499,Inactive Investor,Rachel Roth,,Citigroup Global Markets Inc.,,,Salesforce
10894223,Inactive Investor,Mercedes Guevara,Registered Associate;Registered Client Service Associate,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,mercedes.guevara@morganstanley.com,,Salesforce
11126423,Inactive Investor,James Rinkewich,,"Avantax Investment Services, Inc. Hazlet NJ 53 Village Ct",,,Salesforce
11100991,Inactive Investor,Gordon Crom,,"Osaic Wealth, Inc. Colorado Springs CO 5265 N Academy Blvd",,,Salesforce
8156150,,Moe Aung,,,moeaung7@yahoo.com,,Web form fillout
10880827,Inactive Investor,David Van Overeem,Chief Compliance Officer;Managing Member,RMR Capital Management LLC,david@rmrcapitalmgmt.com,,Salesforce
248491,,Ilan Dubler-Furman,Public Policy Intern,Akin Gump Strauss Hauer & Feld LLP,idubler-furman@akingump.com,,Manual List Upload
9570184,,William Raine,,,braine@contrariancapital.com,,List import
11087272,Inactive Investor,Michael Kachur,,"Pruco Securities, LLC. Blackwood NJ 1504 Blackwood Clementon Rd",michael.kachur@prudential.com,,Salesforce
11183485,Inactive Investor,Heather Townsley,,"Wells Fargo Clearing Services, LLC Lincoln NE 6003 Old Cheney Rd",,,Salesforce
10891980,Inactive Investor,Garth Harbert,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",garth.harbert@ml.com,,Salesforce
11122804,Inactive Investor,Patrick O'Brien,Financial Advisor,Edward Jones Mount Pleasant SC 3301 Salterbeck St,pat.obrien@edwardjones.com,,Salesforce
11107316,Inactive Investor,Shahnaj Sultana,,J.P. Morgan Securities LLC Detroit MI 20500 Van Dyke St,,,Salesforce
11133516,Inactive Investor,Juleane Spittler,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Diego CA 17180 Bernardo Center Dr,juleane.spittler@ubs.com,,Salesforce
10899841,Inactive Investor,Jenna Marquardt,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9635395,,Orly Glick,,,orlyg@vintage-ip.com,,List import
9546245,,Beau Pollard,,,beau@centerpiecewealthadvisors.com,,List import
10940069,Inactive Investor,Alexandra Macleod,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alexandra_macleod@vanguard.com,,Salesforce
10973782,Inactive Investor,Marcia Alexander,,Thrivent Investment Management Inc. Minneapolis MN 3001 Broadway St NE,marcia.alexander@thrivent.com,,Salesforce
10812823,Inactive Investor,Sandra Aviles De Moreno,,"Wells Fargo Clearing Services, LLC Bonita CA 4180 Bonita Rd",sandra.z.aviles@wellsfargo.com,,Salesforce
11048984,Inactive Investor,Justus Malone,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,justus_malone@vanguard.com,,Salesforce
9627811,,Eric Steen,,,eric.steen@usbank.com,,List import
11142630,Inactive Investor,Susan Barber,Financial Professional,"Equitable Advisors, LLC Hingham MA 1 Derby St",susan.barber@equitable.com,,Salesforce
10806604,Inactive Investor,Douglas Frank,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Thousand Oaks CA 200 N Westlake Blvd",doug.frank@wfafinet.com,,Salesforce
10785065,Inactive Investor,Steve Bingham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9547870,,Michele Martin,,,mmartin@trinitypointwealth.com,,List import
11018894,Inactive Investor,Cody Blasko,Associate Financial Advisor,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
11078836,Inactive Investor,James Hamilton,,"Raymond James Financial Services, Inc. Atlanta GA 511 E Paces Ferry Rd NE",james.hamilton@raymondjames.com,,Salesforce
10935338,Inactive Investor,Pamela McKenzie,Financial Advisor,LPL Financial LLC Cerritos CA 19112 Gridley Rd,pam.mckenzie@lpl.com,,Salesforce
10614315,,John Decotiis,Financial Advisor,,john.decotiis@wellsfargoadvisors.com,,List Import
11113068,Inactive Investor,Maria-Carmen Baker,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10844794,Inactive Investor,Juanice Welsh,Limited Partner,Lorintine Capital Dallas TX 4925 Greenville Ave,,,Salesforce
11011147,Inactive Investor,Anna Houser,,"Prospera Financial Services, Inc. Belmont NC 420 Park St",anna.houser@prosperafinancial.com,,Salesforce
10948078,Inactive Investor,Hight Reid,Financial Advisor,Edward Jones Lincolnton NC 841 W Hwy 27,hight.reid@edwardjones.com,,Salesforce
11132715,Inactive Investor,Nicholas Akers,,"Principal Securities, Inc.",,,Salesforce
9630514,,Hugo Hugo,,,frustruatedspamad@tutanota.de,,List import
11135163,Inactive Investor,Tumeka Gibbons,,Lincoln Investment North Palm Beach FL 2000 PGA Blvd,tgibbons@lincolninvestment.com,,Salesforce
10921561,Inactive Investor,Paul Chamberlin,Chief Compliance Officer;Chief Executive Officer;President,Chamberlin Asset Management,paul@chamberlinassetmanagement.com,,Salesforce
10881632,Inactive Investor,Alaina Nelson,Financial Advisor,Edward Jones Asheville NC 1011 Tunnel Rd,alaina.nelson@edwardjones.com,,Salesforce
9599931,,Jerry Palmer,,,jerry@dynwealth.com,,List import
10954543,Inactive Investor,Christopher Null,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,christopher.null@fidelity.com,,Salesforce
10822965,Inactive Investor,Brent Schleicher,Partner,Commonwealth Financial Network Syracuse NY 443 N Franklin St,bschleicher@commonwealth.com,,Salesforce
11171416,Inactive Investor,Gina Carollo,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,gina_carollo@vanguard.com,,Salesforce
9581668,,Mathew Morrison,,,mathew.morrison@fidelity.com,,List import
11207741,Inactive Investor,Barry Ginsberg,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,bginsberg@primerica.com,,Salesforce
4,,,,,aranson@orange.fr,,
9551336,,Dorothy Welsch,,,welsch.dorothy@principal.com,,List import
10980013,Inactive Investor,Kyle Cotoia,,LPL Financial LLC Catonsville MD 307 Frederick Rd,kyle.cotoia@lpl.com,,Salesforce
11078883,Inactive Investor,Keith Rensing,,Country Capital Management Company Carlyle IL 18167 Eula Mae Pkwy,keith.rensing@countryfinancial.com,,Salesforce
11129978,Inactive Investor,Jonathan Anderson,,Cetera Advisors LLC San Diego CA 655 W Broadway,jonathan.anderson@ceteraadvisors.com,,Salesforce
9597832,,Dillon Christensen,,,dchristensen@evokeadvisors.com,,List import
10933016,Inactive Investor,Shawn Boyle,,"Osaic Wealth, Inc. Babylon NY 500 W Main St",,,Salesforce
373283,,Brian Lazek,,[Unknown],bornag1010@gmail.com,,source
11071160,Inactive Investor,Charles Frank,Financial Advisor;Senior Vice President,LPL Financial LLC Jefferson City MO 105 W High St,charles.frank@lpl.com,,Salesforce
10822403,Inactive Investor,Kevin Tyrrell,Vice President,"Independent Advisor Alliance, LLC Houston TX 1120 Nasa Pkwy",,,Salesforce
10802826,Inactive Investor,Mogahed Ibrahim,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marlborough MA 190 Boston Post Rd W",,,Salesforce
11220803,,William Leeb,,,bleeb@commonwealth.com,,Other
10847164,Inactive Investor,Andrew Rice,Chief Financial Officer;President,Money Management Services Inc,ricea@moneymanagementservice.com,,Salesforce
11036717,Inactive Investor,Brittani Tilley,Financial Advisor,Edward Jones Ocala FL 2575 SW 42nd St,brittani.tilley@edwardjones.com,,Salesforce
10618145,,Julie Vander Weele,,,jvanderweele@fiducient.com,,List Import
11267009,Inactive Investor,Michael Houlihan,,Michael Houlihan,,,Salesforce
242366,,KB Knapp,Investment Associate,[Unknown],katharina_knapp@brown.edu,5165324080,Database Upload
10850874,Inactive Investor,Deepen Modi,Registered Principal,"Independent Financial Group, LLC Glenview IL 2700 Patriot Blvd",dmodi@ifgrr.com,,Salesforce
9566384,,Paula Strumbly,,,pstrumbly@stratoswealthpartners.com,,List import
11237081,Inactive Investor,Christopher White,Associate Financial Advisor,"Masterworks Advisers, LLC",,,Salesforce
10854502,Inactive Investor,Ted Campbell,,Fidelity Brokerage Services LLC Novi MI 44244 W 12 Mile Rd,ted.campbell@fmr.com,,Salesforce
10480873,,Daicd Hamilton,,,david868ddc@gmail.com,,Web Form Fillout
11010270,Inactive Investor,Ore Brooks,,PFS Investments Inc. Austin TX 9415 Burnet Rd,obrooks@primerica.com,,Salesforce
10824568,Inactive Investor,Christopher Sullivan,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11026969,Inactive Investor,James Henson,,PFS Investments Inc. Glen Burnie MD 7310 Ritchie Hwy,james.henson@primerica.com,,Salesforce
11236454,Inactive Investor,Beth Conklin,Associate Wealth Advisor,"Paces Ferry Wealth Advisors, LLC",bconklin@pacesferrywealth.com,,Salesforce
10845433,Inactive Investor,Alana Shane,,The Huntington Investment Company Indianapolis IN 45 N Pennsylvania St,,,Salesforce
11171360,Inactive Investor,Jeffery Kinon,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,jeffery.kinon@primerica.com,,Salesforce
340776,,Marguerite Mount,Managing Director,"Mercadien Asset Management, Llc",mmount@mercadien.com,609-689-9700,Manual List Upload
10850645,Inactive Investor,Barbara Loos,Financial Advisor,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",barbara.loos@prudential.com,,Salesforce
10616378,,Timothy Jenkins,,,timothy_jenkins@ml.com,,List Import
345349,,Andrew Bussen,,United States,andrewbussen@tds.net,,
10950116,Inactive Investor,Nguyet Truong,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 11814 Bellaire Blvd",nguyet.truong@ml.com,,Salesforce
11026831,Inactive Investor,Gavin Rodefer,,Wealthfront Brokerage LLC,gavin@wealthfront.com,,Salesforce
9552123,,Jim Wilson,,,jwilson@millervalue.com,,List import
163761,,Ben Hemphill,,[Unknown],ben@ninepointeightcapital.com,,
11157361,Inactive Investor,Barnett McGowan,Investment Advisor Representative,"Voya Financial Advisors, Inc. Columbus OH 7965 N High St",barnett.mcgowan@voyafa.com,,Salesforce
11040873,Inactive Investor,Melissa Rush,Senior Client Service Associate,UBS Financial Services Inc. New Albany OH 180 Market St,melissa.rush@ubs.com,,Salesforce
11104767,Inactive Investor,Austin Lazzari,,"Raymond James & Associates, Inc.",austin.lazzari@raymondjames.com,,Salesforce
10787868,Inactive Investor,Russell Vandevelde,,"Northwestern Mutual Investment Services, LLC Birmingham AL 2031 11th Ave S",russell.vandevelde@nm.com,,Salesforce
11002524,Inactive Investor,Barry Weinbaum,,NYLIFE Securities LLC Fairfax VA 12609 Misty Creek Ln,bweinbaum@ft.newyorklife.com,,Salesforce
11254211,Inactive Investor,Jake Freeman,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10856169,Inactive Investor,Robert Witmer,,State Farm VP Management Corp. Quakertown PA 415 S West End Blvd,,,Salesforce
11057578,Inactive Investor,Eliud Garza,,"Sanctuary Securities, Inc.",egarza@sanctuarywealth.com,,Salesforce
10887415,Inactive Investor,Glen Tyler,Financial Advisor,LPL Financial LLC Onley VA 25020 Shore Pkwy,adair.tyler@lpl.com,,Salesforce
9616791,,Viktor Fischer,,,viktor.fischer@rockawayblockchain.com,,List import
194233,,Jacob Oshaughnessy,Managing Director,"Sageview Advisory Group, Llc",joshaughnessy@sageviewadvisory.com,503-841-5255,Manual List Upload
11073788,Inactive Investor,Rhonda Richardson,,Oppenheimer & Co. Inc. San Francisco CA 580 California St,rhonda.richardson@opco.com,,Salesforce
11060203,Inactive Investor,Joseph Hefflinger,Investment Advisor;Principal,Lutz Financial,jhefflinger@lutzfinancial.com,,Salesforce
9545511,,Kyle Jahng,,,kchang@ft.newyorklife.com,,List import
11099012,Inactive Investor,Kathleen Moore,,Key Investment Services LLC Powell OH 8609 Owenfield Dr,kathleen.moore@key.com,,Salesforce
11191488,Inactive Investor,Mona Daruwala,Chief Compliance Officer,"Bramshill Investments, LLC",mona@bramshillinvestments.com,,Salesforce
352551,,Jeff Wetta,Wealth Advisor,V Wealth Advisors Llc,jeff.wetta@vwealth.com,913-827-4600,Manual List Upload
10971865,Inactive Investor,Lance Juett,,"FBL Marketing Services, LLC Omaha NE 11263 Wright Cir",lance.juett@fblfinancial.com,,Salesforce
10952939,Inactive Investor,Zoe Giannotti,,"Sandpiper Capital, LLC",zgiannotti@sandpiper-capital.com,,Salesforce
10879664,Inactive Investor,Cameron Jones,,Deutsche Bank Securities Inc.,,,Salesforce
11124124,Inactive Investor,Michael Lindquist,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",michael.lindquist@bofa.com,,Salesforce
10770787,Inactive Investor,Mark Lyons,Financial Advisor,"Pruco Securities, LLC. Perryopolis PA 222 Independence St",mark.e.lyons@prudential.com,,Salesforce
10762444,Inactive Investor,Randy Driskill,Financial Consultant;Senior Financial Advisor,"First Citizens Investor Services, Inc. Wilmington NC 440 S College Rd",randy.driskill@firstcitizens.com,,Salesforce
9573505,,James Spinelli,,,jspinelli@greatvalleyadvisors.com,,List import
11231356,Inactive Investor,John Sparks,,"Raymond James Financial Services, Inc. Florence AL 436 N Court St",john.sparks@raymondjames.com,,Salesforce
10882839,Inactive Investor,Thomas Goodson,,LPL Financial LLC Hartsville SC 720 S 4th St,,,Salesforce
10793367,Inactive Investor,Stephen Scott,,"Principal Securities, Inc. Springfield MO 1501 E Sunshine St",,,Salesforce
7163438,,Billie Smith,,,wevaye3846@necktai.com,,Web Form Fillout
11010521,Inactive Investor,David Warren,,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,dwarren@primerica.com,,Salesforce
9612232,,Bob Marietta,,,bob@ciscapintro.com,,List import
11196928,Inactive Investor,Jeffrey Goldberg,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",jeff.goldberg@nm.com,,Salesforce
9646726,,William Cho,,,willy.cho.consulting@gmail.com,,List import
10596170,,Michael Finn,,,mfinn@ocpws.com,,Web Form Fillout
9618045,,Scott Bedford,,,scott@penfund.net,,List import
10869275,Inactive Investor,Gregory Frith,,"MML Investors Services, LLC Rainbow City AL 116 Church St",gfrith@financialguide.com,,Salesforce
9618444,,Peter Marron,,,peter@pinnacle-ny.com,,List import
340799,,Punya Weerakoon,,Exencial Wealth Advisors,pweerakoon@exencialwealth.com,405-478-1971,Manual List Upload
11011425,Inactive Investor,Brooke Smith,,LPL Financial LLC Rutland VT 87 N Main St,,,Salesforce
10845664,Inactive Investor,John Pineman,,"Liberty Partners Financial Services, LLC Littleton CO 9635 Silverberry Cir",,,Salesforce
6480,,George best,,NPS LTD,best91950@aol.com,4808618910,Organic Search
7773815,,Sam BF,,,sbf.ftx@hey.com,,Web form fillout
10917624,Inactive Investor,Matthew Estkowski,Branch Manager;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Oak Brook IL 1515 W 22nd St",matthew.estkowski@wfadvisors.com,,Salesforce
11045370,Inactive Investor,Chad Abel,,"Osaic Wealth, Inc. Saint Charles MO 828 S Main St",,,Salesforce
10872743,Inactive Investor,Stephanie Castano,Training Financial Advisor;Wealth Advisor,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,stephanie.castano@ubs.com,,Salesforce
11114557,Inactive Investor,Jessica Corpening,,Morgan Stanley Tulsa OK 2200 S Utica Pl,jessica.newell@morganstanley.com,,Salesforce
9581425,,Christian Leone,,,christian.leone@luxorcap.com,,List import
11077047,Inactive Investor,Kimberly Gray,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Lauderdale FL 1179 S University Dr",kimberly.gray@schwab.com,,Salesforce
10812189,Inactive Investor,Renee Hedman,Financial Consultant;Service Advisor,Thrivent Investment Management Inc. Ada MN 215 W Main St,renee.hedman@thrivent.com,,Salesforce
10822932,Inactive Investor,David Nelson,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Pocatello ID 333 S Main St",david.nelson@wellsfargoadvisors.com,,Salesforce
11211962,Inactive Investor,Darren Brown,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9542950,,Elaine Roberts,,,eroberts@voyafa.com,,List import
372706,,Matthew Babinsky,,United States,matthewbabinsky@hotmail.com,,source
11155490,Inactive Investor,Joshua Nolan,,"J.W. Cole Financial, Inc. Orem UT 1145 S 800 E",,,Salesforce
10799184,Inactive Investor,Brian Szumilas,Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",brian.szumilas@wellsfargoadvisors.com,,Salesforce
10957896,Inactive Investor,Charles Clark,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10839027,Inactive Investor,Eric Brook,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,eric.brook@morganstanley.com,,Salesforce
10976225,Inactive Investor,Leo Lyons,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
346300,,Susie Mulry,Office Manager,Cwa Asset Management Group,smulry@cwafgi.com,239-434-7434,Manual List Upload
11231059,Inactive Investor,Nishan Paranawitane,,LPL Financial LLC Los Angeles CA 300 S Grand Ave,,,Salesforce
11128830,Inactive Investor,Dane Sako,Financial Advisor,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
10879956,Inactive Investor,Hermann Gonzalez,,J.P. Morgan Securities LLC New York NY 1860 Broadway,hermann.a.gonzalez@jpmorgan.com,,Salesforce
10942219,Inactive Investor,Shetal Mckenney,,"Wells Fargo Clearing Services, LLC Florence SC 1511 S Irby St",,,Salesforce
10845622,Inactive Investor,Christine Joubeen,Senior Wealth Management Banker;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",christine.joubeen@wellsfargoadvisors.com,,Salesforce
339787,,Chris Robinson,Director,Dws Investments Australia Limited,crobinson@australia.db.com,011-612-82581234,Manual List Upload
9636452,,Eun Kim,,,ekim@aegiswealth.com,,List import
9598726,,Jim Steiger,,,jesteiger@gmail.com,,List import
11107517,Inactive Investor,Asim Naseem,Chief Compliance Officer;Principal,"Thales Investment Services, Inc.",asim_naseem@thalesinvestmentservices.com,,Salesforce
11012862,Inactive Investor,Benqiao Qin,,"MML Investors Services, LLC Davis CA 1260 Lake Blvd",jforaker@financialguide.com,,Salesforce
11212493,Inactive Investor,Robert Vaughn,Managing Director,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",robert.vaughn@raymondjames.com,,Salesforce
10934660,Inactive Investor,Keith Garcia,,J.P. Morgan Securities LLC Downey CA 8997 Apollo Way,keith.s.garcia@jpmorgan.com,,Salesforce
9640885,,Robert Addelson,,,raddelson@ci.lexington.ma.us,,List import
211688,,Elizabeth Yoder,Writer-Editor,Architect of the Capitol,eyoder@aoc.gov,,Content
10795135,Inactive Investor,Jerald Lyphout,Chief Executive Officer;Director;President,MWA Financial Services Inc.,jerald.j.lyphout@mwarep.org,,Salesforce
11116583,Inactive Investor,Cody Gronewold,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
10824471,Inactive Investor,Roger Gamache,Private Wealth Advisor,"Ameriprise Financial Services, LLC Holland MI 44 E 8th St",roger.d.gamache@ampf.com,,Salesforce
10902791,Inactive Investor,Douglas Davis,Financial Advisor;Managing Principal,"Wells Fargo Advisors Financial Network, LLC Starkville MS 123 1/2 E Main St",doug@wfafinet.com,,Salesforce
10980707,Inactive Investor,Joseph Coleman,Administrative Associate,LPL Financial LLC Stoughton WI 214 S Forrest St,joey.coleman@lpl.com,,Salesforce
371312,,Tim Horger,,[Unknown],timhorger@yahoo.com,4843002060,release
10617173,,Frederick Lucas,,,ric.lucas@jpmorgan.com,,List Import
10794635,Inactive Investor,Monica Desmond,,Jefferies LLC Stamford CT 1 Station Pl,mdesmond@jefferies.com,,Salesforce
10777463,Inactive Investor,Nicole Gilbert,Senior Vice President,"BOK Financial Securities, Inc. Plano TX 6105 W Park Blvd",ngilbert@bokf.com,,Salesforce
11011487,Inactive Investor,Rylan Nunley,,Innovation Partners LLC,,,Salesforce
11086041,Inactive Investor,Troy Mitchell,,"FBL Marketing Services, LLC Muscatine IA 1501 Plaza Pl",troy.mitchell@fblfinancial.com,,Salesforce
11098259,Inactive Investor,Kenya Bryant,,Ally Invest Securities LLC,,,Salesforce
9641367,,Yann Ravet,,,yravet@gmail.com,,List import
10988420,Inactive Investor,Arie Kom,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
9591501,,Sachin Shah,,,sshah@brookfield.com,,List import
11191363,Inactive Investor,Lance Roberts,Chief Economist;Chief Investment Strategist,RIA Advisors,lance@riaadvisors.com,,Salesforce
11159813,Inactive Investor,Melvin Siner,,PFS Investments Inc. Charlotte NC 818 Tyvola Rd,msiner@primerica.com,,Salesforce
10946501,Inactive Investor,Jessica Baumgartner,Financial Advisor,"George McKelvey Co., LLC Manasquan NJ 2410 State Hwy 34",,,Salesforce
10487725,,William Voss,"Chief Compliance Officer, Managing Director, Managing Partner, Member, Partner",Lake Pacific Partners,wrv@lakepacific.com,,List Import
9645807,,Velma Page,,,velmapage@yahoo.com,,List import
10882922,Inactive Investor,Sean Kovich,Chief Financial Officer;Chief Investment Officer;Financial Advisor;Regulatory Contact,"Pacific Peak Advisors, LLC",skovich@pacificpeakadvisors.com,,Salesforce
33417,,Vincent Guy,Financial Advisor,"VALIC Financial Advisors, Inc.",vincent.guy@valic.com,,
11088399,Inactive Investor,Rodolfo Jimenez,,NYLIFE Securities LLC Edinburg TX 2800 W Trenton Rd,,,Salesforce
10766515,Inactive Investor,Valerie Cargile McCullough,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,valerie_cargile@vanguard.com,,Salesforce
10805967,Inactive Investor,James Taylor,Financial Advisor,Edward Jones Trussville AL 4735 Norrel Dr,zac.taylor@edwardjones.com,,Salesforce
11104043,Inactive Investor,Freddy Menjivar,Managing Director,Morgan Stanley Miami FL 220 Alhambra Cir,freddy.menjivar@morganstanleypwm.com,,Salesforce
11161383,Inactive Investor,Donovan Hawkes,,State Farm VP Management Corp. Elkhart IN 223 S Main St,,,Salesforce
11097531,Inactive Investor,Grant Blindbury,Director;Family Advisor;Partner,FMB Wealth Management,grant@fmbwealth.com,,Salesforce
194889,,Irina Zamsha,,[Unknown],zamshairin@rambler.ru,,source
10878356,Inactive Investor,Phillip Williams,,State Farm VP Management Corp. New Windsor NY 164 Temple Hill Rd,phillipwilliams@statefarm.com,,Salesforce
10938230,Inactive Investor,Howard Kleinman,Financial Advisor,LPL Financial LLC Baltimore MD 1425 Patapsco St,howard.kleinman@lpl.com,,Salesforce
11140052,Inactive Investor,Mcarthur Clark,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,,,Salesforce
10770382,Inactive Investor,Kathryn Cummins,,LPL Financial LLC San Diego CA 4707 Executive Dr,kathryn.cummins@lpl.com,,Salesforce
9647278,,Jonathan Clayton,,,johnoclayton@outlook.com,,List import
11184763,Inactive Investor,Craig Ritchie,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
221095,,Jack Foltz,,[Unknown],jdjfoltz@frontier.com,,
10976060,Inactive Investor,Marcos Cazares,,PFS Investments Inc. San Diego CA 438 Camino del Rio S,marcoscazares@primerica.com,,Salesforce
11026035,Inactive Investor,Manuel Nuila,,NYLIFE Securities LLC Frederick MD 5283 Corporate Dr,menuila@ft.newyorklife.com,,Salesforce
10818043,Inactive Investor,Jeremy Adams,Private Client Advisor,J.P. Morgan Securities LLC Lake Mary FL 837 Village Oak Ln,jeremy.adams@jpmorgan.com,,Salesforce
10786665,Inactive Investor,Melanie Doering,,"World Investments, Inc. Princeton NJ 5 Independence Way",melaniedoering@tfsrep.com,,Salesforce
11147741,Inactive Investor,Stephanie Morales,,Cetera Advisor Networks LLC Phoenix AZ 1137 E Redfield Rd,,,Salesforce
10813000,Inactive Investor,Craig Wagenschutz,Financial Advisor,Edward Jones Warren MI 11250 E 13 Mile Rd,craig.wagenschutz@edwardjones.com,,Salesforce
11168832,Inactive Investor,Dirk Degroot,,United Planners' Financial Services of America A Limited Partner Klamath Falls OR 1903 Austin St,dirk@degrootinvestmentadvisors.com,,Salesforce
10887214,Inactive Investor,Andrew Degroot,,Sigma Financial Corporation Cudahy WI Private Residence,adegroot@sigmarep.com,,Salesforce
11234771,Inactive Investor,Alex Draves,Wealth Advisor,"Choreo, LLC Madison WI 1 Erdman Pl",,,Salesforce
11066168,Inactive Investor,Brian Blaker,Financial Advisor;First Vice President;Workplace Advisor,Morgan Stanley Troy MI 101 W Big Beaver Rd,brian.blaker@morganstanley.com,,Salesforce
10613856,,Jonathan Guzman,"Financial Advisor, Vice President - Wealth Management",,jonathan.guzman@ubs.com,,List Import
9601349,,Doug Shaffer,,,dshaff@comcast.net,,List import
10861924,Inactive Investor,Deborah Higgins,Chief Compliance Officer;President,"Higgins Capital Management, Inc.",debbie@higginscapital.com,,Salesforce
9608290,,Ronald Miller,,,braguru@yahoo.com,,List import
10980078,Inactive Investor,James Robertson,,"6th Street Advisors, LLC",jrobertson@6thstreetadvisors.com,,Salesforce
10754920,Inactive Investor,Gary Eschels,,"Concourse Financial Group Securities, Inc. Birmingham MI 555 S Old Woodward Ave",gary.eschels@concoursefinancial.com,,Salesforce
10850313,Inactive Investor,David Rogers,,"American Portfolios Financial Services, Inc. Buffalo NY 1400 Sweet Home Rd",drogers@americanportfolios.com,,Salesforce
11222933,,Kathleen Anderson,,,kanderson@clearbridge.com,,List Import
11082733,Inactive Investor,Deborah Stotts,Chief Administrative Officer;Chief Compliance Officer,"Chesley, Taft & Associates, LLC",d.stotts@chesleytaft.com,,Salesforce
9563646,,Tonja Womble,,,tonja.womble@suntrust.com,,List import
10852321,Inactive Investor,Hailey Jacobs,Registered Client Associate,"RBC Capital Markets, LLC Billings MT 404 N 31st St",hailey.sullivan@rbc.com,,Salesforce
235162,, -,,[[Unknown]],120109884@qq.com,,
1003185,Inactive Investor,Alex Sunnarborg,,Tetras Capital,alex@tetras.capital,,3rd Party Lead Gen
10506082,,Pascal Kropf,Private Wealth Advisor,Silverhawk,pascal@silverhawkfinancial.com,(480) 318-1422,List import
10926064,Inactive Investor,Alan Morales Toledano,,J.P. Morgan Securities LLC Summit NJ 25 Deforest Ave,alan.morales-toledano@jpmorgan.com,,Salesforce
9612950,,Allison Norman,,,allison.norman@nb.com,,List import
10917547,Inactive Investor,Edward Penner,Financial Advisor,LPL Financial LLC Wellsboro PA 90 Main St,edward.penner@lpl.com,,Salesforce
10968572,Inactive Investor,Keith Swanson,Senior Portfolio Manager,SCS,keith.swanson@northwestscs.com,,Salesforce
11072134,Inactive Investor,Chad Evans,Financial Advisor;Managing Director;Wealth Advisor,Morgan Stanley Newport Beach CA 800 Newport Center Dr,chad.evans@morganstanley.com,,Salesforce
11236890,Inactive Investor,Shane Eighme,Investment Advisor Representative,Truvestments Capital LLC Naples FL 1415 Panther Ln,,,Salesforce
10893667,Inactive Investor,Lauren Liles,Financial Advisor,"Raymond James & Associates, Inc. Mount Pleasant SC 28 Bridgeside Blvd",lauren.liles@raymondjames.com,,Salesforce
11185721,Inactive Investor,Mark Improta,,Thurston Springer Financial Bloomfield Hills MI 39520 Woodward Ave,,,Salesforce
10806514,Inactive Investor,Zachary Kelson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10984190,Inactive Investor,Aimee Speier,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
9543626,,Francisco Soares,,,franciscofiorsoares@gmail.com,,List import
10852117,Inactive Investor,Steven Thompson,,"American Fidelity Securities, Inc.",steven.thompson@af-group.com,,Salesforce
9642474,,Sean Bryan,,,benbryann7@gmail.com,,List import
11124581,Inactive Investor,John Nettuno,,"Cambridge Investment Research, Inc. Alpharetta GA 12640 Crabapple Rd",,,Salesforce
10872568,Inactive Investor,Kharis Quaintance,Market Director,Thrivent Investment Management Inc. Jacksonville FL 4887 Belfort Rd,kharis.quaintance@thrivent.com,,Salesforce
10911999,Inactive Investor,Ezekiel Anders,,"HighTower Securities, LLC Huntsville AL 200 Clinton Ave W",eanders@hightoweradvisors.com,,Salesforce
10510285,,Alan Morris,advisor,Crwn Wealth Management.,gmorris@crown-wealthmanagement.com,,List Import
9626406,,Beach Wario,,,tikicommunity@protonmail.com,,List import
10989657,Inactive Investor,Morgan Less,,The O.N. Equity Sales Company Cedar Rapids IA 425 2nd St SE,,,Salesforce
11159110,Inactive Investor,Zacharie Bethel,Financial Advisor,"Raymond James & Associates, Inc. Boise ID 950 W Bannock St",zach.bethel@raymondjames.com,,Salesforce
11135398,Inactive Investor,Thomas Fritz,Vice President,"Wilson Financial Advisors, Inc. Salt Lake City UT 50 S 600 E",thomas@wilsonfeeonly.com,,Salesforce
10613276,,Vikas Mohindra,"Senior Financial Advisor, Senior Vice President",,vikas_mohindra@ml.com,,List Import
9625652,,Greg Milne,,,gregmilne@outlook.com,,List import
10772149,Inactive Investor,Elizabeth Bowen,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Manager,Morgan Stanley Manchester NH 1155 Elm St,elizabeth.a.bowen@morganstanley.com,,Salesforce
10786223,Inactive Investor,Patrick Van Hien,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,patrick.van.hien@fmr.com,,Salesforce
10878326,Inactive Investor,Michael Riolo,Director - Financial Planning;Senior Financial Advisor,Mountain Vista Wealth Management Mount Kisco NY 118 N Bedford Rd,,,Salesforce
27364,,Anders Klein,Chief Executive Officer,"Fox Run Management, L.L.C",pklein@foxrunlp.com,1-203-629-1729,Initial Salesforce Import
10907905,Inactive Investor,Brett Croft,,J.P. Morgan Securities LLC Park City UT 6250 Sagewood Dr,brett.m.croft@jpmorgan.com,,Salesforce
11160057,Inactive Investor,Michael Barickman,Director;Executive Vice President;Executive Vice President - Sales,"Hazlett, Burt & Watson, Inc.",,,Salesforce
10613377,,Ryan Meca,"Financial Advisor, Vice President",,ryan.meca@ml.com,,List Import
10962800,Inactive Investor,Justin Elliott,Advisor,"MML Investors Services, LLC Hattiesburg MS 12 Bellegrass Blvd",justinelliott@financialguide.com,,Salesforce
10822418,Inactive Investor,Simon Han,Investment Consultant,LPL Financial LLC Seattle WA 701 5th Ave,simon.han@lpl.com,,Salesforce
10604254,,Brennan Mckean,Financial Advisor,"Raymond James Financial Services Advisors, Inc",bmckean@hallfa.com,727-567-3020,List Import
10861096,Inactive Investor,Lisa Deibler-Miller,Financial Advisor,Edward Jones Junction City KS 237 W Spruce St,lisa.deibler-miller@edwardjones.com,,Salesforce
10959629,Inactive Investor,Ryan Bell,,Vanguard Marketing Corporation,ryan_bell@vanguard.com,,Salesforce
11262053,Inactive Investor,Jordan Fishfeld,,Jordan Fishfeld,jfishfeld@gmail.com,5614148216,Salesforce
11040244,Inactive Investor,Nawvid Ahmed,Chief Compliance Officer,Wahed,,,Salesforce
10611281,,Noel Forma,Financial Advisor,,noel.i.forma@ampf.com,,List Import
11098353,Inactive Investor,David Evans,,"P.J. Robb Variable, LLC Wilmington NC 3301 Tipton Ct",,,Salesforce
11162864,Inactive Investor,Jayden Mcdougal,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10604436,,Inderjit Sidhu,ATTORNEY,INDERJIT K SIDHU ESQ LLC,inderjit@indysidhu.com,6094095434,List Import
10664863,,Iwan Juwana,,,iwanjuwana@gmail.com,,Web Form Fillout
9558277,,Akayla Gardner,,,agardner81@bloomberg.net,,List import
522,,,,,fredwilliams@inbox-informant.com,,
10972459,Inactive Investor,Dietrich Mosel,,Goldman Sachs & Co.,,,Salesforce
11016528,Inactive Investor,Stacey Spencer,,PFS Investments Inc. Southfield MI 16250 Northland Dr,,,Salesforce
10897167,Inactive Investor,Yiwen Pan,,Citigroup Global Markets Inc.,,,Salesforce
10918206,Inactive Investor,Norena Kirwan,Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,nkirwan@rwbaird.com,,Salesforce
10644334,,Kemp Demarais,,,kdemarais@ziegler.com,,List Import
10758960,Inactive Investor,Brian Mccann,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Vice President -,Morgan Stanley Spokane WA 717 W Sprague Ave,brian.mccann@morganstanley.com,,Salesforce
10994063,Inactive Investor,Jason Martel,Investment Advisor,Martel Wealth Advisors Inc,jason@martelwealthadvisors.com,,Salesforce
10887485,Inactive Investor,Daniel Ruben,,"Independent Financial Group, LLC Thousand Oaks CA 5716 Corsa Ave",,,Salesforce
11105869,Inactive Investor,Earl Bischoff,Wealth Strategy Associate,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,earl.bischoff@ubs.com,,Salesforce
11217032,,Brady Lierz,,,blierz@stephens.com,,Other
10794215,Inactive Investor,James Osborne,Financial Advisor,"Wells Fargo Clearing Services, LLC Eugene OR 975 Oak St",jim.osborne@wellsfargoadvisors.com,,Salesforce
10962958,Inactive Investor,Candice Bahnson,,NYLIFE Securities LLC Albuquerque NM 6565 Americas Pkwy NE,cbahnson@ft.newyorklife.com,,Salesforce
9622005,,Van Negley,,,van.negley@gmail.com,,List import
11028701,Inactive Investor,Mark Wilkinson,,Country Capital Management Company Medford OR 3531 E Barnett Rd,,,Salesforce
156,,,,,daitong13433@21cn.com,,
10810133,Inactive Investor,Christopher Barron,Director - Wealth Management;Portfolio Manager;Senior Wealth Advisor,Citigroup Global Markets Inc. New York NY 79 5th Ave,christopher.m1.barron@citi.com,,Salesforce
11205330,Inactive Investor,Antonio Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 7320 S Dixie Hwy",,,Salesforce
11125697,Inactive Investor,Michael Zimering,,"American Portfolios Financial Services, Inc. Farmingdale NY 100 Broadhollow Rd",mzimering@americanportfolios.com,,Salesforce
11007228,Inactive Investor,Daniel Faasse,,LPL Financial LLC Grand Rapids MI 1600 E Beltline Ave NE,daniel.faasse@lpl.com,,Salesforce
10617823,,Ronald Newman,,,ronald.newman@ml.com,,List Import
11080892,Inactive Investor,Keith Gilbreath,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopkinton MA Private Residence",keith.gilbreath@ml.com,,Salesforce
10759208,Inactive Investor,Michael Rost,,Goldman Sachs & Co.,michael.rost@gs.com,,Salesforce
10606795,,Tsemach Mishal,"Chief Compliance Officer, Managing Member, Portfolio Manager, President",TAM Capital Management Inc,tsachy.mishal@gmail.com,203-569-5675,
9628101,,Meta Yang,,,jxfzywm@gmail.com,,List import
10646883,,Ryan Bonnett,,,ryan.bonnett@lpl.com,,List Import
201699,,Joseph Tanner,,[[Unknown]],joseph_tanner@hotmail.com,,Initial Salesforce Import
11053536,Inactive Investor,Steven Varvaro,Chief Compliance Officer;Financial Advisor;Principal,Four Corners Financial,,,Salesforce
11188626,Inactive Investor,Amy Holerud,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 6445 Nicollet Ave",amy.holerud@wellsfargoadvisors.com,,Salesforce
11002147,Inactive Investor,Levi Matthews,,MWA Financial Services Inc. Baton Rouge LA 7809 Jefferson Hwy,levi.matthews.jr@mwarep.org,,Salesforce
10840495,Inactive Investor,Titus Harris,,USCA Securities LLC,tharris@uscallc.com,,Salesforce
371433,,b b,,United States,b@b.com,,Salesforce
10986638,Inactive Investor,Tabbatha Meza-Lopez,,J.P. Morgan Securities LLC Palm Desert CA 74930 Country Club Dr,tabbatha.meza-lopez@jpmorgan.com,,Salesforce
11166837,Inactive Investor,Bailey King,,BNY Mellon Securities Corporation New York NY 200 Park Ave,bailey.king@bnymellon.com,,Salesforce
210223,,lee eungyoung,,[Unknown],leeek200@naver.com,,
9598856,,John Taylor,,,john@taylorfg.com,,List import
9608362,,Laura Hull,,,clarencebeeks@hotmail.com,,List import
10857630,Inactive Investor,Adam Scott,Chief Compliance Officer;Managing Member;Principal;Senior Investment Advisor,"Argyle Capital Partners, LLC",adam@argylecapitalpartners.com,,Salesforce
10486540,,Mark Giambrone,"Analyst, Member - Board of Managers, Portfolio Manager, Senior Managing Director",Barrow Hanley Global Investors,mgiambrone@barrowhanley.com,,List Import
10991013,Inactive Investor,Jeffrey Jorgensen,,"Northwestern Mutual Investment Services, LLC Redwood City CA 203 Redwood Shores Pkwy",kayla.vandenbosch@nm.com,,Salesforce
11217514,,Amy Scrimshaw,,,amy.scrimshaw@raymondjames.com,,Other
10799437,Inactive Investor,Jeffrey Dickerson,,PFS Investments Inc. Stuart FL 7190 SE Federal Hwy,fan97@primerica.com,,Salesforce
338838,,Kristen Bistany,Office Manager,Mangrove Equity Partners,kbistany@mangroveequity.com,813-868-4500,Manual List Upload
6511955,,Pasha Nazeer Mohammed,,,qqqatar154@gmail.com,,Web Form Fillout
10922204,Inactive Investor,Jeffrey Carnevale,Chief Compliance Officer;Managing Member,Motus Partners LLC,jeff@motuspartners.com,,Salesforce
10848188,Inactive Investor,Luis Gurrusquieta,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",luis.gurrusquieta@tiaa.org,,Salesforce
10986362,Inactive Investor,Thomas James,Senior Wealth Strategist,EPG Wealth Management LLC Whitsett NC Private Residence,tjames@eastpacesgroup.com,,Salesforce
87193,,Kavin Phongpandecha,,Bitazza,kavin@bitazza.com,(888) 888-8888,
11030037,Inactive Investor,Matthew Campion,,"Northwestern Mutual Investment Services, LLC Gilbert AZ 111 E Rivulon Blvd",matthew.campion@nm.com,,Salesforce
9558054,,Brent Fredericks,,,brentfredericks88@gmail.com,,List import
10837995,Inactive Investor,Adan Araujo,Chief Compliance Officer;Senior Managing Director,"Jasper Ridge Partners, L.P.",aaraujo@jasperridge.com,,Salesforce
195178,,William and Neubauer,,[Unknown],neushoemom1@netzero.net,,source
11186950,Inactive Investor,Anthony White,,"Farmers Financial Solutions, LLC The Dalles OR 706 E 3rd St",,,Salesforce
11089670,Inactive Investor,Frank Dedvukaj,,J.P. Morgan Securities LLC New York NY 1860 Broadway,frank.a.dedvukaj@chase.com,,Salesforce
9605458,,Leslie Ciferno,,,lciferno@federatedinv.com,,List import
334341,,Jamie Stone,,Mercer Global Advisors Inc.,jstone@merceradvisors.com,(614) 523-5040,
10935938,Inactive Investor,Glen Hartsough,,"Ameriprise Financial Services, LLC Stevens Point WI 1265 Main St",glenhartsough@ampf.com,,Salesforce
11179363,Inactive Investor,Michael Wynn,,GWN Securities Inc.,mwynn@gwnsecurities.com,,Salesforce
11189625,Inactive Investor,Stephen Clark,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Corpus Christi TX 800 N Shoreline Blvd",stephen_s_clark@ml.com,,Salesforce
11011993,Inactive Investor,Brady Lenius,Paraplanner;Registered Assistant,"Osaic Wealth, Inc. Sturgeon Bay WI 532 Jefferson St",,,Salesforce
10836450,Inactive Investor,Christy Bravo,Assistant Vice President;Director - Business Strategy;Financial Planning Specialist,Morgan Stanley Philadelphia PA 1650 Market St,christy.laruffa@morganstanley.com,,Salesforce
10967602,Inactive Investor,Christina Aldredge,,"The Advisory Resource Group, LLC",chrissy.aldredge@cpfguide.com,,Salesforce
10839950,Inactive Investor,Joanne Vasquez,,LPL Financial LLC Horsham PA 100 Witmer Rd,joanne.vasquez@lpl.com,,Salesforce
10846550,Inactive Investor,Brian Walker,Chief Compliance Officer;Operations Manager,Signature Wealth Management Group LLC,brian.walker@signaturewmg.com,,Salesforce
11127617,Inactive Investor,Craig Cavicchia,Chief Compliance Officer;Chief Operating Officer;Co-Founder;Partner,FC Wealth Solutions LLC,craig@fcwealthsolutions.com,,Salesforce
11165747,Inactive Investor,Alexis Donovan,Financial Professional,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",alexis.donovan@equitable.com,,Salesforce
346715,,Mark Dalton,"Co-chairman, Member Of Tudor Management Committee, And Director Of Tudor Investment Corporation",Tudor Investment Corporation,mark.dalton@tudor.com,203-863-6700,Manual List Upload
51841,,Robert Bacon,Account Executive,"The Ayco Company, L.P.",rbacon@ayco.com,770-431-0191,
10493952,,Kajol Parchwani,,,kajol.parchwani33@gmail.com,,Web Form Fillout
10930542,Inactive Investor,Barbara Barrett,,LPL Financial LLC Reno NV 4950 Kietzke Ln,barbara.barrett@lpl.com,,Salesforce
11068417,Inactive Investor,William Chalmers,,"Raymond James Financial Services, Inc. Dubuque IA 320 Alpine St",brad.chalmers@raymondjames.com,,Salesforce
10844617,Inactive Investor,Angela Sell,Financial Advisor,Edward Jones Silverdale WA 10689 Old Frontier Rd NW,angela.sell@edwardjones.com,,Salesforce
9541175,,Kevin Bravo-Ferrer,,,kbravoferrer@hildenecap.com,,List import
10691037,Inactive Investor,Barry Robbins,,Barry Robbins,bgrobbins@gmail.com,19082408156,Salesforce
11199181,Inactive Investor,Christopher Roberts,,"Spire Securities, LLC Irvine CA 2050 Main St",,,Salesforce
10882267,Inactive Investor,Eric Clark,Chief Executive Officer;Managing Partner;Regulatory Contact;Senior Wealth Advisor;Wealth Advisor,BCWM,eric@bcwm.com,,Salesforce
11085954,Inactive Investor,Cole Grandfield,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10860961,Inactive Investor,Jason Rose,,"Avantax Investment Services, Inc. Milwaukee WI 6320 W Forest Home Ave",,,Salesforce
11116797,Inactive Investor,Brooks Pitaniello,,"MML Investors Services, LLC Lubbock TX 8721 Milwaukee Ave",,,Salesforce
11125877,Inactive Investor,Tenaj Baguio,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
236014,, -,,[[Unknown]],krvest@yahoo.com,,Paid Search
10981298,Inactive Investor,Ryan Kofron,,Fidelity Brokerage Services LLC,,,Salesforce
11115541,Inactive Investor,Jeffrey Wilson,,"Wells Fargo Advisors Financial Network, LLC Saddle River NJ 600 E Crescent Ave",jeffrey.wilson@wellsfargoadvisors.com,,Salesforce
10990684,Inactive Investor,Anna Vasquez,,"U.S. Bancorp Investments, Inc. Rohnert Park CA 6500 Commerce Blvd",,,Salesforce
10866099,Inactive Investor,Sean Malone,,State Farm VP Management Corp. Oregon WI 797 Market St,sean.malone.cp65@statefarm.com,,Salesforce
10960387,Inactive Investor,Daniel Gallagher,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Boston MA 160 Federal St,daniel.gallagher@jpmorgan.com,,Salesforce
11122240,Inactive Investor,Yinghui Weng,Financial Advisor,LPL Financial LLC Livermore CA Private Residence,yinghui.weng@lpl.com,,Salesforce
10758061,Inactive Investor,John Zimmermann,Financial Advisor;Workplace Advisor,Morgan Stanley Oakland CA 1999 Harrison St,john.zimmermann@morganstanley.com,,Salesforce
223642,,Robert Williams,,N/A,robwilliams6894@gmail.com,512-779-3657,Organic Search
10796544,Inactive Investor,Christopher Bradley,,PFS Investments Inc. Lawrenceville GA 1755 N Brown Rd,christopher.bradley@primerica.com,,Salesforce
11040696,Inactive Investor,William Wigton,Chairman;Chief Executive Officer;Founder,"Merrion Investment Management Co, LLC Westfield NJ 210 Elmer St",,,Salesforce
11177832,Inactive Investor,Heather Gelchion,Managing Director;Senior Investment Advisor,Rockefeller Financial LLC Boston MA 500 Boylston St,hgelchion@rockco.com,,Salesforce
10753170,Inactive Investor,David Vivies,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",david.vivies@ml.com,,Salesforce
10968319,Inactive Investor,Nancy Bucio,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11133304,Inactive Investor,Stanley Scott,Financial Advisor,Edward Jones Live Oak FL 914 Ohio Ave N,keith.scott@edwardjones.com,,Salesforce
11012928,Inactive Investor,Amanda Spencer,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11160395,Inactive Investor,Justin Owens,,"Citizens Securities, Inc. Syracuse NY 3524 W Genesee St",justin.owens@citizensbank.com,,Salesforce
37678,,Todd Johnston,"President, Chief Compliance Officer","1620 Investment Advisors, Inc.",tjohnston@1620ia.com,5088304778,Manual List Upload
10891267,Inactive Investor,Andrew Varca,Financial Advisor,Edward Jones Canal Fulton OH 2219 Locust St S,andrew.varca@edwardjones.com,,Salesforce
11162651,Inactive Investor,Colten Steiner,Financial Advisor,Edward Jones Godfrey IL 229 Tolle Ln,colten.steiner@edwardjones.com,,Salesforce
10838841,Inactive Investor,Connie West,Financial Advisor;Member;Partner,"Bellwether Investment Group, LLC",conniewest@bellwetherinv.com,,Salesforce
9567914,,Keenan Addison,,,addisonkeenan@gmail.com,,List import
11130813,Inactive Investor,Ryan Burchett,,LPL Financial LLC Kansas City MO 9800 NW Polo Dr,ryan.burchett@lpl.com,,Salesforce
10919772,Inactive Investor,Michael Collie,Chief Compliance Officer;Founder;President;Senior Advisor,"Collie Financial Planning, Inc.",mcollie@colliefp.com,,Salesforce
236141,, -,,[[Unknown]],blempkern@gmail.com,,
10874102,Inactive Investor,Paul Chaput,Financial Advisor,LPL Financial LLC Wrentham MA Private Residence,paul.chaput@lpl.com,,Salesforce
10798791,Inactive Investor,Jeffrey Cohen,,"HighTower Securities, LLC Port Chester NY 800 Westchester Ave",jcohen@hightoweradvisors.com,,Salesforce
11179549,Inactive Investor,Melody Dehond,Wealth Management Associate,Morgan Stanley Rochester NY 300 Linden Oaks,melody.wilkinson@morganstanley.com,,Salesforce
9583792,,Kimberly Key,,,kimberly.key@capitalwealthadvisors.com,,List import
11082871,Inactive Investor,Clayton McCain,,"Avantax Investment Services, Inc. Houston TX 1200 Post Oak Blvd",,,Salesforce
11147926,Inactive Investor,Michael Trapp,Senior Client Specialist;Wealth Associate,Robert W. Baird & Co. Incorporated Columbus OH 800 Yard St,mtrapp@rwbaird.com,,Salesforce
11169917,Inactive Investor,Marty Phillips,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Savannah GA 33 Bull St",phillipsma@stifel.com,,Salesforce
10993490,Inactive Investor,Henry Baltazar,,PFS Investments Inc. Aiea HI 98-023 Hekaha St,hbaltazar@primerica.com,,Salesforce
9597198,,Nick Schultz,,,nick.schultz@exosfinancial.com,,List import
11058626,Inactive Investor,Andrew Batey,,J.P. Morgan Securities LLC Salem NH 16 S Village Dr,andrew.d.batey@jpmorgan.com,,Salesforce
9600651,,Dale Harvey,,,jdale@poplarforestllc.com,,List import
10851622,Inactive Investor,Craig Stoopler,,"Westminster Financial Securities, Inc.",cstoopler@westminsterfinancial.com,,Salesforce
228418,, -,,[[Unknown]],troopnt@hotmail.com,,
11085231,Inactive Investor,Joshua Lowry,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9547939,,Nicholas Brown,,,nicholas.brown52192@gmail.com,,List import
9648155,,Masato Matsushiro,,,mmatsushiro2016@yahoo.co.jp,,List import
11017827,Inactive Investor,Michael Beall,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 145 Pinelawn Rd",michael.beall@ampf.com,,Salesforce
10965887,Inactive Investor,Patrick Rickman,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10835947,Inactive Investor,Christopher Zimmerman,Financial Advisor,Edward Jones Moline IL 5115 22nd Ave,christopher.zimmerman@edwardjones.com,,Salesforce
10889950,Inactive Investor,Karen Lawrence-Webster,Financial Professional,"Equitable Advisors, LLC Saginaw MI 4800 Fashion Square Blvd",,,Salesforce
10765264,Inactive Investor,Ryan Hunter,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 1220 Cleveland Ave",,,Salesforce
9571389,,Richard durgan,,,rdurgan@durgantravel.com,,List import
2438677,,Ranjan Kushwaha,,,ranjan87448@gmail.com,,
11185177,Inactive Investor,Jeff Smith,,LPL Financial LLC Scottsdale AZ 7689 E Paradise Ln,jeff.k.smith@lpl.com,,Salesforce
9608189,,Adam Sappern,,,adam@windsorcreek-advisors.com,,List import
10996412,Inactive Investor,Brant Gustafson,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,brant.gustafson@fidelity.com,,Salesforce
11238460,Inactive Investor,Thomas Kahn,,Kahn Brothers Advisors LLC,tom@kahnbrothers.com,,Salesforce
96946,,Charles Langowski,Chief Executive Officer,Advanced Capital Group,clangowski@acgbiz.com,612-230-3000,Manual List Upload
11233755,Inactive Investor,Dillon Gonzalez,,Commonwealth Financial Network,dgonzalez@commonwealth.com,,Salesforce
10799835,Inactive Investor,George Lefavour,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,george.lefavour@fidelity.com,,Salesforce
10873910,Inactive Investor,Keith Berg,,Thrivent Investment Management Inc.,kberg@pksinvest.com,,Salesforce
10874690,Inactive Investor,Todd Scorzafava,Founding Partner;Portfolio Manager,Wealthcare Advisory Partners LLC Berkeley Heights NJ 391 Springfield Ave,,,Salesforce
11047912,Inactive Investor,Kelley Followwell,,"Kestra Investment Services, LLC Dallas TX 16400 Dallas Pkwy",kfollowwell@kestrafinancial.com,,Salesforce
11065979,Inactive Investor,Amy Clark,,"Osaic Wealth, Inc. Boise ID 405 W Myrtle St",,,Salesforce
10871740,Inactive Investor,Michael Thomas,Director - Research;Senior Portfolio Manager,Advisor Resource Council Greenbrae CA 300 Drakes Landing Rd,,,Salesforce
11127509,Inactive Investor,Jeffery Owens,,"Osaic Wealth, Inc. Anniston AL 1415 Hillyer Robinson Industrial Pkwy",,,Salesforce
10963436,Inactive Investor,Jose Rios,,"TradeStation Securities, Inc.",jrios@tradestation.com,,Salesforce
11054533,Inactive Investor,Garret Quallet,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,,,Salesforce
11073549,Inactive Investor,Amy Mahon,,"Kestra Investment Services, LLC Marmora NJ 105 Roosevelt Blvd",,,Salesforce
10612951,,Lawrence Wefferling,"Financial Advisor, Investment Advisor",,lawrence.wefferling@lpl.com,,List Import
10753691,Inactive Investor,Robert Bruns,Wealth Advisor,"Strategic Financial Concepts, LLC Houston TX 16430 Park 10 Pl",rbruns@tnfa.net,,Salesforce
10839136,Inactive Investor,Jonathan Israel,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,jonathan.israel@ubs.com,,Salesforce
9620703,,Forrest Greenwood,,,ntadvisors@gmail.com,,List import
10755767,Inactive Investor,Kyle Cholawa,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kyle.cholawa@ml.com,,Salesforce
10988867,Inactive Investor,Angela Kabala,,"Ameriprise Financial Services, LLC La Plata MD 101 E Charles St",,,Salesforce
11165577,Inactive Investor,Jared Hendler,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,jared.hendler@ubs.com,,Salesforce
11006050,Inactive Investor,Jonathan Valentine,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,,,Salesforce
10969633,Inactive Investor,Adam Chera,Financial Advisor,"Citizens Securities, Inc. New York NY 15 Union Sq W",adam.e.chera@citizenssecurities.com,,Salesforce
10960121,Inactive Investor,Brian Fitzpatrick,,"Northwestern Mutual Investment Services, LLC New York NY 1 Battery Park Plz",brian.fitzpatrick@nm.com,,Salesforce
11223294,,Brandon Pizzurro,,,brandon.pizzurro@guidestone.org,,List Import
10977329,Inactive Investor,Kaitlyn Slagus,Client Assistant,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,kslagus@rwbaird.com,,Salesforce
11025288,Inactive Investor,Gary Adlington,,"Pruco Securities, LLC. Crofton MD 1657 Crofton Blvd",gary.adlington@prudential.com,,Salesforce
10901039,Inactive Investor,Justin Eslick,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Overland Park KS 7101 College Blvd",justin.eslick@tiaa.org,,Salesforce
103742,,Megane Mongrain,Precision Analyst,Digitas,megane.mongrain@gmail.com,,
11153307,Inactive Investor,Michael Romer,,"Halliday Financial, LLC",mromer@hallidayfinancial.com,,Salesforce
11210830,Inactive Investor,Clayton Berryman,Financial Advisor,Edward Jones Las Cruces NM 1100 S Main St,clayton.berryman@edwardjones.com,,Salesforce
10846233,Inactive Investor,Christina Rodriguez,Assistant Vice President - Wealth Management;Wealth Advisor,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,christina.a.rodriguez@citi.com,,Salesforce
11170076,Inactive Investor,Christopher Montz,,"First Command Brokerage Services, Inc. Biloxi MS 750 Dr Martin Luther King Jr Blvd",cpmontz@firstcommand.com,,Salesforce
10935438,Inactive Investor,Mahendrakumar Kanaiya,,J.P. Morgan Securities LLC Tampa FL 19001 Bruce B Downs Blvd,mahendrakumar.kanaiya@jpmorgan.com,,Salesforce
11090330,Inactive Investor,Joseph Morgan,Financial Planner,"Osaic FA, Inc. Towson MD 210 Allegheny Ave",joseph.morgan@lfg.com,,Salesforce
10774311,Inactive Investor,Nanette McClelland-Miller,,State Farm VP Management Corp. Phoenix AZ 39504 N Daisy Mountain Dr,,,Salesforce
10510456,,Mateo Cristancho,Analyst,Global Kandor Advisors,mateo.cristancho@globalkandor.com,,List Import
10796140,Inactive Investor,William Brewster,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Kansas City MO 4520 Main St,william.brewster@morganstanley.com,,Salesforce
10919112,Inactive Investor,Shelley Iverson,,Kovack Securities Inc. Canton GA Private Residence,shelley@kovacksecurities.com,,Salesforce
11155436,Inactive Investor,Edward McLeod,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",edward.mcleod@wellsfargoadvisors.com,,Salesforce
11217979,,Joseph Russo,,,joseph.russo@jpmorgan.com,,List Import
10923786,Inactive Investor,Jake Billelo,,Fidelity Brokerage Services LLC Garden City NY 1130 Franklin Ave,jake.billelo@fmr.com,,Salesforce
9617774,,Eric Swergold,,,eric@firestormcap.com,,List import
11193607,Inactive Investor,Russell Pendleton,,"VALIC Financial Advisors, Inc. Springfield MO 1815 S Holland Ave",russell.pendleton@valic.com,,Salesforce
10787966,Inactive Investor,Scott Loos,Financial Advisor,"Pruco Securities, LLC. Champaign IL 2305 Village Green Pl",scott.loos@prudential.com,,Salesforce
10985014,Inactive Investor,Victoria Blackwood,,LPL Financial LLC Fort Worth TX 3221 Collinsworth St,victoria.blackwood@lpl.com,,Salesforce
11230155,Inactive Investor,Phinnie Ford,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,prford@ft.newyorklife.com,,Salesforce
11111430,Inactive Investor,Matthew Danaher,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boulder CO 2480 Canyon Blvd",,,Salesforce
11045409,Inactive Investor,Julia Chu,,"Osaic Wealth, Inc. South Pasadena CA 1101 Fremont Ave",,,Salesforce
9578364,,Louis Shapiro,,,louis@abcreations.pro,,List import
10816746,Inactive Investor,Philip Choiniere,,PFS Investments Inc. Leominster MA 18A School St,philip.choiniere@primerica.com,,Salesforce
11211306,Inactive Investor,Donald Colocho,,"Wells Fargo Clearing Services, LLC Santa Ana CA 3925 S Bristol St",donald.a.colocho@wellsfargo.com,,Salesforce
9645061,,Rafic Farra,,,raficfarra@hotmail.com,,List import
11011688,Inactive Investor,Susan Newmeyer,Chief Compliance Officer,"Jacobs & Company, LLC",,,Salesforce
11161555,Inactive Investor,Dylan Haines,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",dylan.haines@ml.com,,Salesforce
9604288,,KATHERINE DOWLING,,,katherine@bitwiseinvestments.com,,List import
10982051,Inactive Investor,Brian Phares,,"Ameritas Investment Company, LLC North Platte NE 319 E B St",brian.phares@ameritas.com,,Salesforce
105496,,william Book,,wjb anesthesia services lllc,jeffbook@me.com,9147134360,
9564645,,John Kasprzak,,,kasprzakjack92@gmail.com,,List import
10934800,Inactive Investor,Sarah McMillian,Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC Glen Allen VA 4340 Innslake Dr",sarah.fletcher@wfadvisors.com,,Salesforce
11090931,Inactive Investor,Patrick Ryder,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",patrick.ryder@tiaa.org,,Salesforce
9567429,,Daniel Hamm,,,djhamm@ft.newyorklife.com,,List import
10859622,Inactive Investor,James Braun,Client Associate;Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Columbia SC 3304 Millwood Ave",james.braun@wfafinet.com,,Salesforce
10830359,Inactive Investor,Christopher Birmingham,Wealth Manager,"ICA Group Wealth Management, LLC Fargo ND 3050 Sienna Dr S",christopher.birmingham@icadvisorgroup.com,,Salesforce
10885857,Inactive Investor,Chai Lim,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,chai.p.lim@chase.com,,Salesforce
10873457,Inactive Investor,Jose Opengo Castillo,,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
10962888,Inactive Investor,Cassandra Mettlen,,LPL Financial LLC Thousand Oaks CA 31200 Via Colinas,cassandra.mettlen@lpl.com,,Salesforce
1005262,Inactive Investor,Adam Smith,,TBD,asmith.t.2022@gmail.com,67322323,
9621544,,Chris Jeon,,,skjeon1@naver.com,,List import
11184441,Inactive Investor,Reshma Patel,Chief Compliance Officer;Vice President;Vice President - Operations,Provenio Capital,reshma@proveniocapital.com,,Salesforce
10998413,Inactive Investor,Viktoriya Mcclellan,,J.P. Morgan Securities LLC Prosper TX 1161 N Preston Rd,viktoriya.mcclellan@jpmorgan.com,,Salesforce
10986660,Inactive Investor,Anthony Marzigliano,,"MML Investors Services, LLC Englishtown NJ 500 Craig Rd",,,Salesforce
11207962,Inactive Investor,Rebecca Byron,,"Raymond James Financial Services, Inc. Melbourne FL 1160 Broadband Dr",rebecca.byron@raymondjames.com,,Salesforce
11025140,Inactive Investor,Shelby Orozco,,NYLIFE Securities LLC Denver CO 3200 E Cherry Creek South Dr,,,Salesforce
9608994,,Billy Ferguson,,,billyferguson321@gmail.com,,List import
11219105,,Eric Wasson,,,ewasson@edelmanfinancialengines.com,,Other
11028846,Inactive Investor,John Kjerulf,,"Osaic Wealth, Inc. Folsom CA 1110 Iron Point Rd",,,Salesforce
9596362,,Travis Buckner,,,travis@plancorp.com,,List import
11093419,Inactive Investor,David Osborne,,"Sunbelt Securities, Inc.",david.osborne@sunbeltsecurities.com,1 214-663-5809,Salesforce
5168293,,Dmitry Zhulanov,,,dm.zhulanov@gmail.com,,Web Form Fillout
10839406,Inactive Investor,Michael Faughnan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",michael.faughnan@ml.com,,Salesforce
9647849,,Colin Lake,,,colinlake@developingthenextleaders.com,,List import
11006454,Inactive Investor,Brett Fisher,,"Principal Securities, Inc.",fisher.brett@principal.com,,Salesforce
10928046,Inactive Investor,Michael Trevenna,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",michael.trevenna@nm.com,,Salesforce
11051870,Inactive Investor,Randall Mauro,Member,"Resnn Investments, LLC",,,Salesforce
9625529,,Paulo Lucas,,,pctim2019@gmail.com,,List import
7034272,,pani Mika,,,angel-likeyes@outlook.com.gr,,Web Form Fillout
10849520,Inactive Investor,Daniel Neice,Financial Advisor,LPL Financial LLC Chesapeake VA 1317 Executive Blvd,daniel.neice@lpl.com,,Salesforce
11038225,Inactive Investor,Jason Nortell,,"Equitable Advisors, LLC Indianapolis IN 10201 N Illinois St",jason.nortell@equitable.com,,Salesforce
11284189,,[Unknown],,,anthony.glaub@me.com,,Web Form Fillout
10979752,Inactive Investor,Renee Millick,,NYLIFE Securities LLC Surprise AZ 14944 W Post Dr,rjmillick@ft.newyorklife.com,,Salesforce
338272,,David Pointer,Partner,"Waters, Parkerson & Co., Llc",dpointer@watersparkerson.com,504-581-2022,Manual List Upload
11254160,Inactive Investor,Eduardo Sandiero Antolino,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Villa Park IL 180 E Roosevelt Rd",,,Salesforce
9597083,,Nina Strozak,,,nina.strozak@wpafinancial.com,,List import
9594632,,Kurt Skinner,,,kskinner@financialengines.com,,List import
11151995,Inactive Investor,Kevin Finn,Financial Advisor,"Harbour Investments, Inc. Charlevoix MI 4250 Lake Shore Dr",,,Salesforce
350986,,Diana Shieh,,"Madison International Realty Holdings, Llc",dshieh@madisonint.com,212-688-8777,Manual List Upload
10862816,Inactive Investor,Thomas Milligan,,"Osaic Wealth, Inc. Campbell CA 1475 S Bascom Ave",,,Salesforce
10835616,Inactive Investor,Benjamin Rinkey,Senior Investment Strategist,Illumination Wealth Management,,,Salesforce
10919365,Inactive Investor,George Randall,,"MML Investors Services, LLC",,,Salesforce
10876015,Inactive Investor,Bailey Lockhart,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11187077,Inactive Investor,Lisa Pugel,,"Avantax Investment Services, Inc. South Milwaukee WI 1125 Milwaukee Ave",,,Salesforce
10926117,Inactive Investor,Mario Arnal Reveles,Registered Client Associate,"Wells Fargo Clearing Services, LLC El Paso TX 221 N Kansas St",,,Salesforce
11079541,Inactive Investor,James Reiss,Senior Investment Advisor,"First Horizon Advisors, Inc. New Orleans LA 601 Poydras St",james.reiss@firsthorizon.com,,Salesforce
11114464,Inactive Investor,Lin Zhu,,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11123504,Inactive Investor,Michelle Moore,Financial Advisor,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",michelle.moore@raymondjames.com,,Salesforce
9560295,,Belinda Tripp,,,belinda.tripp@fidelity.com,,List import
1001810,Inactive Investor,Kenneth Musen,President & CEO,First Spring Corporation,kmusen@firstspring.net, +1 212 935 7133,
11015388,Inactive Investor,Danial Johnson,,"Brokers International Financial Services, LLC. Platteville WI 185 W Pine St",,,Salesforce
10808614,Inactive Investor,Matthew Bernardi,,"Bernardi Securities, Inc.",matt.bernardi@bernardisecurities.com,,Salesforce
10973612,Inactive Investor,Teresa Sanders,,LPL Financial LLC Billings MT 401 N 31st St,,,Salesforce
10775626,Inactive Investor,Trenton Owens,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southlake TX 601 State St",trenton.owens@ml.com,,Salesforce
11218805,,Melissa Nunez,,,melissa.nunez@claconnect.com,,Other
11122070,Inactive Investor,Robert Chambers,,Huntleigh Securities Corporation,bchambers@hntlgh.com,,Salesforce
228185,, -,,[[Unknown]],elisabethjoan3@gmail.com,,
190701,,Belinda Lee,,[Unknown],blw1199@gmail.com,,source
11189409,Inactive Investor,Leah Booth,Client Service Associate;Financial Planning Specialist,Morgan Stanley Kansas City MO 4520 Main St,hayden.ludwig@morganstanley.com,,Salesforce
10893879,Inactive Investor,James Toupin,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,james.toupin@fidelity.com,,Salesforce
11154847,Inactive Investor,Alexander Schuetz,,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,aschuetz@rwbaird.com,,Salesforce
204167,,Keki Mody,,[Unknown],kekimody@yahoo.com,,
9620686,,David Dickens,,,ddickens.llc@gmail.com,,List import
10983647,Inactive Investor,Adam Baker,Investment Advisor Representative;Preferred Relationship Manager,"Fifth Third Securities, Inc. Cleveland OH 7414 Broadview Rd",adam.baker@53.com,,Salesforce
11047969,Inactive Investor,Michael White,,Country Capital Management Company Galesburg IL 415 N Henderson St,michael.white@countryfinancial.com,,Salesforce
10937675,Inactive Investor,Joshua Lees,Investment Advisor Representative;Preferred Relationship Manager,"Fifth Third Securities, Inc. Cincinnati OH 2998 Cunningham Rd",joshua.lees@53.com,,Salesforce
10759775,Inactive Investor,Sherryl Billings,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",sheri_billings@ml.com,,Salesforce
11049182,Inactive Investor,Lawrence Dinka,,PFS Investments Inc. Sarasota FL 7053 S Tamiami Trl,lawrence.dinka@primerica.com,,Salesforce
9599081,,Gail Drake,,,gvdrake@alum.wustl.edu,,List import
10840722,Inactive Investor,David Hershman,Financial Advisor,LPL Financial LLC Franklin TN Private Residence,david.hershman@lpl.com,,Salesforce
9555976,,Patrick Spellman,,,patrick.spellman@managersinvest.com,,List import
10867214,Inactive Investor,Sabrina Reus,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,sabrina.reus@fmr.com,,Salesforce
10850902,Inactive Investor,Vincent Auriemma,Financial Advisor,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",vinny.auriemma@nm.com,,Salesforce
11229759,Inactive Investor,Trae Hassebroek,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",trae.hassebroek@nm.com,,Salesforce
10908225,Inactive Investor,Glendale Alonzo,,PFS Investments Inc. National City CA 22 W 35th St,glendale.profeta@primerica.com,,Salesforce
10840924,Inactive Investor,Nick Brengman,Personal Financial Advisor,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,nick.brengman@jpmorgan.com,,Salesforce
116668,,Megan Logee,,"AdvicePeriod, LLC",megan.logee@adviceperiod.com,401-486-6029,
10837732,Inactive Investor,Geoffrey Brent,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",geoff.brent@rbc.com,,Salesforce
10805739,Inactive Investor,Kenneth Sarpu,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,ksarpu@janney.com,,Salesforce
11296275,Inactive Investor,Jim Holtzman,"CEO, President and Wealth Advisor",Legend Financial Advisors Inc,jholtzman@legend-financial.com,412-635-9210,Manual List Upload
10793483,Inactive Investor,Diana Castillo,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
9589306,,Rishab Gadroo,,,rishab.gadroo@gmail.com,,List import
10890455,Inactive Investor,Brian Walsh,Financial Advisor,Edward Jones San Juan Capistrano CA 27282 Calle Arroyo,brian.walsh@edwardjones.com,,Salesforce
10871126,Inactive Investor,Ryan Cholnoky,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
10945868,Inactive Investor,Eric Van Houten,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,eric.vanhouten@fmr.com,,Salesforce
10888329,Inactive Investor,Carol Lens,Wealth Advisor,"Olympus Wealth Management, LLC",carol.lens@olympuswealthmanagement.com,,Salesforce
10762524,Inactive Investor,Martin Deslauriers,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Sioux Falls SD 6225 S Pinnacle Pl,martin.deslauriers@ubs.com,,Salesforce
10951415,Inactive Investor,Kristin Johnson,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,kristin.johnson@thrivent.com,,Salesforce
10936305,Inactive Investor,Max Zelaya,Vice President;Wealth Advisor,Citigroup Global Markets Inc. Santa Monica CA 501 Santa Monica Blvd,max.zelaya@citi.com,,Salesforce
346551,,Jeffrey Dibenedetto,Vice President,Dibenedetto & Associates Ltd,jeff@trustdnb.com,815-654-8850,Manual List Upload
11188455,Inactive Investor,Atri Bhalla,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,atri.bhalla@jpmorgan.com,,Salesforce
10810892,Inactive Investor,Dwayne Peltier,First Vice President - Investments,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",dwayne.peltier@raymondjames.com,,Salesforce
11153629,Inactive Investor,Nathanael Richardson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathanael.richardson@fidelity.com,,Salesforce
11119872,Inactive Investor,Arie Korving,Chairman;Chief Compliance Officer;Manager;Member,Korving & Company LLC,arie.korving@korvingco.com,,Salesforce
11193950,Inactive Investor,Andrew Turner,Financial Coach;Investment Advisor Representative,PFS Investments Inc. Dover DE 1012 College Rd,aturner.1rblr@primerica.com,,Salesforce
10754218,Inactive Investor,Alexandra Mulligan,Client Service Associate,UBS Financial Services Inc. Washington DC 1501 K St NW,alexandra.mulligan@ubs.com,,Salesforce
11231485,Inactive Investor,Todd Banner,,PFS Investments Inc. Portage MI 1595 W Centre Ave,tbanner@primerica.com,,Salesforce
10952071,Inactive Investor,Scott Wallace,Financial Advisor,Edward Jones Chevy Chase MD 5550 Friendship Blvd,scott.j.wallace@edwardjones.com,,Salesforce
10794283,Inactive Investor,Wendy Keefe,,Morgan Stanley Olympia WA 724 Columbia St NW,wendy.keefe@morganstanley.com,,Salesforce
10771217,Inactive Investor,Jeffrey Owens,,"Osaic Wealth, Inc. Clackamas OR 10151 SE Sunnyside Rd",,,Salesforce
11193144,Inactive Investor,Thomas Carroll,,J.P. Morgan Securities LLC Belpre OH 321 Main St,thomas.a.carroll@chase.com,,Salesforce
10845473,Inactive Investor,Lauren Bedor,Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Melbourne FL 930 S Harbor City Blvd",lauren.bedor@benjaminfedwards.com,,Salesforce
10817771,Inactive Investor,Lori Wilke,,State Farm VP Management Corp.,,,Salesforce
9558570,,Scott Alexander,,,scottalexander@synovus.com,,List import
11151717,Inactive Investor,Eric Wendt,,J.P. Morgan Securities LLC Park Ridge IL 1 S Northwest Hwy,eric.wendt@jpmorgan.com,,Salesforce
10906413,Inactive Investor,Franklin Thomas,Associate Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Tampa FL 4221 W Boy Scout Blvd,franklin.thomas@opco.com,,Salesforce
10882599,Inactive Investor,Joseph Quinn,,Integrated Wealth Concepts LLC Dover NH 5 Nelson St,,,Salesforce
11162121,Inactive Investor,Dennis Leahy,,LPL Financial LLC Commack NY Private Residence,dennis.leahy@lpl.com,,Salesforce
10799464,Inactive Investor,Eric Hoffman,Regional Vice President,PFS Investments Inc. Griffin GA 1454 Williamson Rd,eric.hoffman@primerica.com,,Salesforce
10837860,Inactive Investor,Robert Michalak,Financial Professional,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",robert.michalak@equitable.com,,Salesforce
10890096,Inactive Investor,Chad Schiel,,"Independent Financial Group, LLC San Juan Capistrano CA 30448 Rancho Viejo Rd",cschiel@ifgrr.com,,Salesforce
11119656,Inactive Investor,Samuel Kehoe,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10790592,Inactive Investor,Bradley Dalton,Financial Advisor,Edward Jones Henrico VA 2032 John Rolfe Pkwy,brad.dalton@edwardjones.com,,Salesforce
11044255,Inactive Investor,Grant Furnary,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",grant.furnary@ml.com,,Salesforce
10835130,Inactive Investor,Marc Bernstein,,"DFPG Investments, LLC Conshohocken PA Private Residence",,,Salesforce
10777062,Inactive Investor,William Allen,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,william.allen@fidelity.com,,Salesforce
11206213,Inactive Investor,Keith Yates,Financial Advisor,"Ameriprise Financial Services, LLC Powell OH 15 Clairedan Dr",keith.a.yates@ampf.com,,Salesforce
10822252,Inactive Investor,Eliezer Lopez,Financial Advisor,LPL Financial LLC San Jose CA 99 Almaden Blvd,eli.lopez@lpl.com,,Salesforce
352676,,Jacque Elwess,Office Human Resource Manager,"Olympus Peaks Financial, Llc",jelwess@olympuspeaks.com,801-566-3510,Manual List Upload
10781210,Inactive Investor,Brett Rogers,Chief Compliance Officer;General Counsel;Legal Counsel,Brown Advisory,,,Salesforce
11013104,Inactive Investor,Steven Park,Chief Compliance Officer,Fell Capital Management,,,Salesforce
10832440,Inactive Investor,Jeffrey Nowak,,"Raymond James Financial Services, Inc. Virginia Beach VA 297 Constitution Dr",jeff.nowak@raymondjames.com,,Salesforce
10913961,Inactive Investor,Stephen Van Der Meid,Chief Compliance Officer;Financial Planner;President,Rhino Wealth Management,todd@rhinowealth.com,,Salesforce
9547163,,Amit Gandhi,,,amit.gandhi@prudential.com,,List import
374136,,Robert Maltbie,,[Unknown],robert.maltbie@gmail.com,,Website
11235500,Inactive Investor,Hsinyeh Hsieh,,"Globalink Wealth Management, LLC",hsinyeh.hsieh@globalinkusa.com,,Salesforce
11021113,Inactive Investor,Mayra Estrada,,J.P. Morgan Securities LLC Oak Lawn IL 10440 S Cicero Ave,mayra.x.estrada@chase.com,,Salesforce
11218644,,June Altizer,,,ealtizer@thompsondavis.com,,Other
11124683,Inactive Investor,Hector Rojas,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10812118,Inactive Investor,Arthur Karman,Financial Consultant,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",arthur.karman@equitable.com,,Salesforce
11207402,Inactive Investor,Beverly Blair,Chief Compliance Officer;Managing Director;Managing Director - Client Services,"NS Capital, LLC Stamford CT 4 Landmark Sq",bblair@nscadvisor.com,,Salesforce
10957268,Inactive Investor,Hinal Patel,,Citigroup Global Markets Inc.,,,Salesforce
10850938,Inactive Investor,Robert Savino,,"Apollon Wealth Management, LLC Newtown PA 4 Caufield Pl",,,Salesforce
11184873,Inactive Investor,Rachel Tran,,Cetera Advisor Networks LLC Vienna VA 1595 Spring Hill Rd,,,Salesforce
11050199,Inactive Investor,Michael Winter,,"Ameriprise Financial Services, LLC Buffalo NY 2498 Union Rd",michael.winter@ampf.com,,Salesforce
10999061,Inactive Investor,Marsha Weatherwax,,"Allstate Financial Services, LLC Hayes VA 4435 George Washington Memorial Hwy",marshaweatherwax@allstate.com,,Salesforce
10984401,Inactive Investor,Shannon Butenhoff,,Thrivent Investment Management Inc.,shannon.butenhoff@thrivent.com,,Salesforce
10868033,Inactive Investor,Thomas Fleming,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,thomas.fleming@primerica.com,,Salesforce
10913245,Inactive Investor,Josie Polk,,State Farm VP Management Corp. Overland Park KS 11020 Quivira Rd,josiepolk@statefarm.com,,Salesforce
11085591,Inactive Investor,Vinh Do,,"Empower Financial Services, Inc Woodinville WA Private Residence",vinh.do@empower.com,,Salesforce
11145530,Inactive Investor,Danny Wakefield,,State Farm VP Management Corp. Wooster OH 1821 Cleveland Rd,dan.wakefield.bxyu@statefarm.com,,Salesforce
10847295,Inactive Investor,Desie Hardin,Financial Advisor,Edward Jones Battle Creek MI 18 Michigan Ave W,desie.hardin@edwardjones.com,,Salesforce
373879,,Daniel Javor,,[Unknown],daniel@deepblueventures.com,,source
10753313,Inactive Investor,Laurel Carignan,Financial Advisor,LPL Financial LLC Denver CO 2960 Simms St,laurel.carignan@lpl.com,,Salesforce
11118691,Inactive Investor,Bruce Smith,,NYLIFE Securities LLC Indio CA Private Residence,brucemsmith@ft.newyorklife.com,,Salesforce
183423,,william champlin,,[Unknown],fibonacci777@yahoo.com,,
10963859,Inactive Investor,Brandon Briggs,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",brandon.briggs@nm.com,,Salesforce
10764877,Inactive Investor,Richard Faraone,Financial Planner,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",,,Salesforce
10882518,Inactive Investor,Gregory Parrish,Financial Advisor,Edward Jones Leesburg GA 190 Oakland Pkwy,greg.parrish@edwardjones.com,,Salesforce
11087436,Inactive Investor,Thomas Vandoorne,Financial Advisor,LPL Financial LLC Macomb MI 17957 Hall Rd,thomas.vandoorne@lpl.com,,Salesforce
10819380,Inactive Investor,Carl Buzzeo,,"Ameritas Investment Company, LLC Pittsburgh PA 7 Parkway Ctr",cbuzzeo@ameritas.com,,Salesforce
11013123,Inactive Investor,Tina Powers,,LPL Financial LLC Philipsburg PA 409 N Front St,tina.powers@lpl.com,,Salesforce
10961020,Inactive Investor,Claudia May,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10824263,Inactive Investor,Christopher Eckert,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",christopher.eckert@wellsfargoadvisors.com,,Salesforce
10905089,Inactive Investor,Hilary Blust,Senior Vice President,"Raymond James & Associates, Inc. Jenkintown PA 165 Township Line Rd",hilary.blust@raymondjames.com,,Salesforce
10875209,Inactive Investor,Steven Wang,,State Farm VP Management Corp. Irvine CA 15333 Culver Dr,steven.wang.jdw6@statefarm.com,,Salesforce
10943678,Inactive Investor,Melissa Gil,,"Allstate Financial Services, LLC Corpus Christi TX 6313 Wooldridge Rd",melissagil@allstate.com,,Salesforce
11184406,Inactive Investor,Frankie-Lee Recchio,,PFS Investments Inc. Puyallup WA 929 E Main,frecchio@primerica.com,,Salesforce
9556271,,Merle Campbell,,,merlecampbell987@yahoo.com,,List import
10820647,Inactive Investor,Christopher McCauley,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",christopher.a.mccauley@ml.com,,Salesforce
10802738,Inactive Investor,Mary Goddard,,Sprott Global Resource Investments Ltd,mgoddard@sprottglobal.com,,Salesforce
10974632,Inactive Investor,James Locke,Financial Advisor,"Sound Income Strategies, LLC",,,Salesforce
10960447,Inactive Investor,William Mcdonough,Associate Wealth Advisor,"Claro Advisors, LLC",wmcdonough@claroadvisors.com,,Salesforce
10862074,Inactive Investor,Nisrine Westberry,,"Wells Fargo Clearing Services, LLC Gig Harbor WA 5414 Point Fosdick Dr NW",,,Salesforce
11069284,Inactive Investor,Darrel Lawrence,,"Farmers Financial Solutions, LLC Salem OR 3898 Commercial St SE",dlawrence1@farmersagent.com,,Salesforce
107602,,Maurine Bluhm,,Synergy,maurinebluhm@gmail.com,2242349318,
10987124,Inactive Investor,Darby Whelan,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",,,Salesforce
11042943,Inactive Investor,Stuart Flaum,,"Avantax Investment Services, Inc. Brooklyn NY 122 Ashland Pl",,,Salesforce
10981100,Inactive Investor,Nicoleta Tuchiac,,Citigroup Global Markets Inc.,,,Salesforce
11231270,Inactive Investor,Phillip Furlong,,"Raymond James Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",,,Salesforce
11208465,Inactive Investor,Donald Dearie,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",donald.dearie@wfafinet.com,,Salesforce
10907017,Inactive Investor,Kaveh Astanehasl,,J.P. Morgan Securities LLC Lafayette CA 3603 Mt Diablo Blvd,kaveh.astanehasl@jpmorgan.com,,Salesforce
9595840,,Robert Harrell,,,rharrell@harrell.com,,List import
9568376,,Seth Hieken,,,shieken@thecolonygroup.com,,List import
11050963,Inactive Investor,William Davis,Chief Compliance Officer;President,O'Bannon & Davis Inc.,bdavis@obdw.com,,Salesforce
342778,,Ingrid Korgema,CCO,As Avaron Asset Management,ingrid@avaron.com, -44434,Manual List Upload
11002186,Inactive Investor,Richard Bunkley,,"Allstate Financial Services, LLC Austin TX 5506 W Hwy 290",richardbunkley@allstate.com,,Salesforce
10840373,Inactive Investor,Ruben Segovia,Financial Advisor,"Ameriprise Financial Services, LLC Ventura CA 877 S Victoria Ave",ruben.g.segovia@ampf.com,,Salesforce
10878330,Inactive Investor,Robert Helgeland,,Curtis Wealth Management LLC Berthoud CO Private Residence,robert@curtiswm.com,,Salesforce
10886516,Inactive Investor,Christina Catalano,Associate Banker;Private Banker;Vice President,Citigroup Global Markets Inc.,,,Salesforce
11016578,Inactive Investor,Gerald Clas,Wealth Management Advisor,Cedrus LLC Lakewood CO Private Residence,gclas@cedrusfinancial.com,,Salesforce
10976894,Inactive Investor,Annie Kadota,,J.P. Morgan Securities LLC Austin TX 405 Colorado St,annie.kadota@jpmorgan.com,,Salesforce
10825847,Inactive Investor,Brittany Feller,Wealth Advisor,Commonwealth Financial Network Madison CT 129 Samson Rock Dr,bfeller@commonwealth.com,,Salesforce
11019274,Inactive Investor,Kyle Green,Chief Compliance Officer;Managing Member;Principal,Magpie Family Investment Services,,,Salesforce
11091584,Inactive Investor,Thelma Meyers,,State Farm VP Management Corp. Gretna LA 501 Whitney Ave,thelma.c.meyers.mb0q@statefarm.com,,Salesforce
10878157,Inactive Investor,Richard Steinberg,Chief Market Strategist,"The Colony Group, LLC Boca Raton FL 5100 Town Center Cir",rsteinberg@thecolonygroup.com,,Salesforce
9542437,,jun fadriquela,,,dfarch2004@yahoo.com,,List import
10945961,Inactive Investor,Jenson Merricle,,Edward Jones Dublin OH 655 Metro Pl S,,,Salesforce
10974331,Inactive Investor,Ryan Monge,,J.P. Morgan Securities LLC Federal Way WA 34624 16th Ave S,,,Salesforce
11126289,Inactive Investor,Joel Theis,Investment Advisor Representative,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",joel.theis@raymondjames.com,,Salesforce
11070417,Inactive Investor,Gregory Danseglio,Director;Member,Brightside Partners,gdanseglio@brightsidepartnersllc.com,,Salesforce
11062837,Inactive Investor,Jonathan Kagan,,"Raymond James Financial Services, Inc. Navarre FL 7552 Navarre Pkwy",jon.kagan@raymondjames.com,,Salesforce
10657430,,James Mcgreal,,,brian.mcgreal@ampf.com,,List Import
11149770,Inactive Investor,Brandon Boever,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10763722,Inactive Investor,Peter Beswerchij,First Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,peter.beswerchij@ubs.com,,Salesforce
10647641,,Paul Walker,,,randy.walker@wellsfargo.com,,List Import
11102617,Inactive Investor,Scott Doyle,,Kovack Securities Inc. Livingston NJ 38 Edgemere Rd,,,Salesforce
10892478,Inactive Investor,Joan Glenn,,Lincoln Investment Stratford NJ Private Residence,jglenn@lincolninvestment.com,,Salesforce
11124114,Inactive Investor,David Mack,Managing Director - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",david_mack@ml.com,,Salesforce
10900955,Inactive Investor,Andrew Bishop,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,andrew_bishop@vanguard.com,,Salesforce
9560231,,Lukasz Stankiewicz,,,stankiewiczlukasz@yahoo.co.uk,,List import
11116561,Inactive Investor,Brennan Laporte,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
10807449,Inactive Investor,Douglas Allen,,"Cambridge Investment Research, Inc. Grinnell IA 801 4th Ave",,,Salesforce
11103961,Inactive Investor,Richard Eisenreich,Financial Advisor,LPL Financial LLC Raleigh NC 2840 Plaza Pl,richard.eisenreich@lpl.com,,Salesforce
11010825,Inactive Investor,Paul Edmunds,,Money Concepts Capital Corp Wilmington NC 857 Wharton Ave,pedmunds@moneyconcepts.com,,Salesforce
10935512,Inactive Investor,Leitasha Rodriguez,,"RBC Capital Markets, LLC Midland TX 550 W Texas Ave",,,Salesforce
9628114,,Vincent Catalano,,,vcatalano@stuyvesantcapital.com,,List import
11120920,Inactive Investor,John Bender,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,john.bender@gs.com,,Salesforce
10935077,Inactive Investor,Judy Barber,,PFS Investments Inc. Las Vegas NV 7251 W Lake Mead Blvd,judy.miller@primerica.com,,Salesforce
9605046,,Kerry Foor,,,kerry@everettcash.com,,List import
4164555,,Johnnie Douglas,,,redaswe@gmail.com,,Web Form Fillout
332855,,James Ouderkirk,Managing Director/CIO,Camden Capital,jouderkirk@camdencapital.com,,
10944092,Inactive Investor,Joshua Sobas,,Edward Jones Stuart FL 2449 SE Ocean Blvd,joshua.sobas@edwardjones.com,,Salesforce
9571089,,Elizabeh Beuttel,,,elizabeth@beuttelinsure.com,,List import
10656930,,Debra Ragusa,,,debra.ragusa@primerica.com,,List Import
10766272,Inactive Investor,Buna Cumbie,Financial Advisor,Park Avenue Securities LLC Columbia MD 9891 Brokenland Pkwy,buna_cumbie@glic.com,,Salesforce
216175,,Shafer Charles,,Charles Shafer,cs21948@gmail.com,,Event
10767470,Inactive Investor,Thomas Arndt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",thomas_arndt@ml.com,,Salesforce
10680352,,Cullen Bremner,,,cullen.bremner@legacywealthadv.com,,List Import
11103452,Inactive Investor,Cynthia Turkington,Chief Compliance Officer;Managing Member;Owner,Fair Trust Financial LLC,cindy@fairtrustfinancial.com,,Salesforce
10980359,Inactive Investor,Allen Ropp,Associate Financial Planner;Financial Advisor,Smith Salley Wealth Management,allen@smith-salley.com,,Salesforce
9569294,,keith -,,,kajspeculators@sbcglobal.net,,List import
10763579,Inactive Investor,Vincent Minutillo,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",vincent.minutillo@ml.com,,Salesforce
11067927,Inactive Investor,Frederick Supan,Director;Senior Portfolio Manager,"Patton Albertson Miller Group, LLC",,,Salesforce
10836116,Inactive Investor,Christopher Mcdonald,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10907323,Inactive Investor,Jonathan McKinzie,,"Hornor, Townsend & Kent, LLC Lemoyne PA 422 N Front St",jmckinzie@htk.com,,Salesforce
10821782,Inactive Investor,Debra Getz,,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,debra.getz@morganstanley.com,,Salesforce
11139628,Inactive Investor,Janet Huffman,,"Bankers Life Securities, Inc. Lexington KY 2480 Fortune Dr",janet.huffman@bankerslife.com,,Salesforce
11231511,Inactive Investor,Luis Beltran,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",,,Salesforce
334138,,Lon Birnholz,"Senior Managing Director, Chief Financial Officer",Matrix Asset Advisors Inc,lonb@matrixassetadvisors.com,212-486-2004,Manual List Upload
11063309,Inactive Investor,John Zalevits,Financial Advisor,LPL Financial LLC Spokane WA 316 W Boone Ave,john.zalevits@lpl.com,,Salesforce
338247,,Brian Birk,Managing Member,"Sun Mountain Capital Advisors, Llc",birk@sunmountaincapital.com,505-780-4218,Manual List Upload
10771768,Inactive Investor,Darryl Wong,Financial Advisor,Edward Jones Kaneohe HI 45-773 Kamehameha Hwy,darryl.wong@edwardjones.com,,Salesforce
10952882,Inactive Investor,Steven Colaianni,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11168876,Inactive Investor,William Supper,Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10937092,Inactive Investor,Ronald Kiewiet,,Cetera Advisor Networks LLC Waterloo IA Private Residence,,,Salesforce
10882698,Inactive Investor,Derik Hillman,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",derik.hillman@schwab.com,,Salesforce
11182299,Inactive Investor,Elean Mendoza,Financial Advisor,Paragon Financial Partners,elean@paragonfinancialpartners.com,,Salesforce
11034094,Inactive Investor,Francisco Galan,Managing Director,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",francisco.galan@tiaa.org,,Salesforce
9598987,,Tim Warner,,,cr@timwarner.co.uk,,List import
11094733,Inactive Investor,Scott Bennett,Advisor;Financial Advisor,"TCI Wealth Advisors, Inc.",scott.bennett@tciwealth.com,,Salesforce
10898232,Inactive Investor,Casey Kleiner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9545228,,Tom Rosenbaum,,,tom.rosenbaum@valic.com,,List import
10927787,Inactive Investor,Mary Naumann,Financial Consultant,Thrivent Investment Management Inc. Weatherford TX 318 Palo Pinto St,mary.naumann@thrivent.com,,Salesforce
371768,,Andrew Malaszuk,,United States,andrew@tcmhvac.com,,Salesforce
11201413,Inactive Investor,John Claire,,"Avantax Investment Services, Inc. Ludington MI 5777 W Johnson Rd",,,Salesforce
11158508,Inactive Investor,Evan Potash,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Southampton PA Private Residence",evan.potash@tiaa.org,,Salesforce
9578535,,Adele Landers,,,adele.landers@suntrust.com,,List import
346431,,Charles Harper,Managing Director,Portfolio Advisors Llc,charper@portad.com,203-662-3456,Manual List Upload
9603139,,Roger Drews,,,rdrews2008@gmail.com,,List import
11122660,Inactive Investor,Douglas Karney,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",douglas.karney@equitable.com,,Salesforce
338980,,Shaun Mcgruder,"Elected Manager, Member","Palm Beach Capital Management Iii, Llc",smcgruder@pbcap.com,561-659-9022,Manual List Upload
9596767,,Ron Graham,,,rgraham1@maine.rr.com,,List import
9591131,,William Vernon,,,wvernon@marlowepartners.com,,List import
11260712,Inactive Investor,Dasha Robinson,Wealth Management Analyst,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10616830,,Paul Kalafut,,,paul.kalafut@edwardjones.com,,List Import
10656454,,James Clarren,,,j.clarren@amtruinvest.com,,List Import
10771716,Inactive Investor,Larissa Pettit Stentz,Senior Vice President;Vice President - Investments,"The Oak Ridge Financial Services Group, Inc.",larissa@oakridgefinancial.com,,Salesforce
10865785,Inactive Investor,Christopher Nichols,Financial Advisor,"Hornor, Townsend & Kent, LLC Flemington NJ 361 State Rte 31",cnichols@htk.com,,Salesforce
11135338,Inactive Investor,Michael Mcdermott,Chief Compliance Officer;Principal;Wealth Advisor,"Polaris Financial, LLC",mmcdermott@polarisportfolios.com,,Salesforce
11167099,Inactive Investor,Carlos Salmon,,Cetera Advisor Networks LLC New Haven CT 470 James St,,,Salesforce
10645803,,Thomas Marks,,,thomas.marks@pacificlife.com,,List Import
11200414,Inactive Investor,Kari Pestorius,Portfolio Associate,Morgan Stanley Pittsford NY 1250 Pittsford Victor Rd,kari.pestorius@morganstanley.com,,Salesforce
11026386,Inactive Investor,Jose Pinto,,"BCI Securities, Inc.",,,Salesforce
10862376,Inactive Investor,Eric Blumencranz,,"Kestra Investment Services, LLC Plainview NY 45 Executive Dr",eric.blumencranz@nfp.com,,Salesforce
11071636,Inactive Investor,Michael Moryto,,"HighTower Securities, LLC",mmoryto@hightoweradvisors.com,,Salesforce
11006652,Inactive Investor,Anthony Fleming,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
11103796,Inactive Investor,Seth Kimmel,,LPL Financial LLC Huntington IN 1863 E 900 N,seth.kimmel@lpl.com,,Salesforce
9644763,,YuRou Li,,,toffee12333@gmail.com,,List import
100835,,Frederick Robie,CEO,Robie Associates,robie01@roadrunner.com,,
66153,,Karen Strickler,,"Thrivent Advisor Network, LLC",karen.strickler@thrivent.com,309-691-9600,
11162233,Inactive Investor,Hannah Lofgreen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9564768,,D Healey,,,dhealey@healeyfinancialgroup.com,,List import
11027374,Inactive Investor,Mark Felton,,"Farmers Financial Solutions, LLC Olympia WA 5757 Capitol Blvd Sw",mfelton@farmersagent.com,,Salesforce
10851943,Inactive Investor,Israel Guitian,Chief Compliance Officer;Managing Member,"Guitian Wealth Management, LLC Coral Gables FL 1200 Anastasia Ave",iguitian@guitianwealth.com,,Salesforce
6367215,,Ruby Minnich,,,maegan1995@gmail.com,,Web Form Fillout
11125564,Inactive Investor,Kimberly Luhman,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Elgin IL 2175 Point Blvd",kim.luhman@nm.com,,Salesforce
10808202,Inactive Investor,Jamie Shoot,Financial Advisor,Edward Jones Sullivan IL 1213 S Hamilton St,jamie.shoot@edwardjones.com,,Salesforce
11088000,Inactive Investor,Richard Frato,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 4401 Rockside Rd",richard.frato@ampf.com,,Salesforce
236528,, -,,[[Unknown]],douglasmross54@gmail.com,,
10967953,Inactive Investor,Miranda Vowell,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,miranda.vowell@jpmorgan.com,,Salesforce
11186570,Inactive Investor,Aeraj Zaveri,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,aeraj.zaveri@jpmorgan.com,,Salesforce
11135029,Inactive Investor,Charles Craves,Financial Advisor,LPL Financial LLC Clarkston MI 8031 Ortonville Rd,chuck.craves@lpl.com,,Salesforce
9637904,,Christina Goodrich,,,cgoodrich@lawrenceville.org,,List import
10962714,Inactive Investor,Katherin Lee,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",kate.lee@nm.com,,Salesforce
10765847,Inactive Investor,Eric Nelson,,PNC Investments Peoria IL 7901 N University St,eric.nelson@pnc.com,,Salesforce
9564064,,Yunchao Liao,,,liaoyunchao@gmail.com,,List import
10643963,,Tara O'Malley,,,tara.omalley@morganstanley.com,,List Import
72732,,Saeed Moharamzadeh1361,,Iran,saeed.moharamzadeh1361@gmail.com,,
9571256,,Lucas Barton,,,lbarton@sageviewadvisory.com,,List import
103650,,George Konior,,general trade,georgekonio@gmail.com,(306) 246-2870,
7603704,,[Unknown],,,srspaceman36@aol.com,,Web Form Fillout
10943787,Inactive Investor,Anthony Sivillo,Financial Advisor,LPL Financial LLC Hummelstown PA 8 E Main St,anthony.sivillo@lpl.com,,Salesforce
9577139,,Terry Epstein,,,tepstein@wundernet.com,,List import
11055641,Inactive Investor,Gunnar Dunbar,Associate Financial Advisor,"RBC Capital Markets, LLC Minocqua WI 8613 US Hwy 51 N",gunnar.dunbar@rbc.com,,Salesforce
10768134,Inactive Investor,Manuel Calderon,Supervisory Principal,LPL Financial LLC Riverview FL Private Residence,,,Salesforce
10965498,Inactive Investor,Stephen Reese,,"Transamerica Financial Advisors, Inc San Antonio TX 84 NE Loop 410",stephen.reese@tfaconnect.com,,Salesforce
10990638,Inactive Investor,Todd Crowley,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",tcrowley@financialguide.com,,Salesforce
10967619,Inactive Investor,Christopher Swift,,Citigroup Global Markets Inc.,,,Salesforce
10873926,Inactive Investor,Brooks Sternberg,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",brooks.sternberg@tfaconnect.com,,Salesforce
11021307,Inactive Investor,Lisa Reich,,Cetera Advisor Networks LLC Boynton Beach FL Private Residence,,,Salesforce
233556,,Andy Cuff -,,Andy Cuff [[Unknown]],cuff41@gmail.com,,
10778050,Inactive Investor,Garrett Sloan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",garrett.sloan@schwab.com,,Salesforce
11093042,Inactive Investor,Timothy Noel,,State Farm VP Management Corp. Egg Hbr Twp NJ 3069 English Creek Ave,,,Salesforce
10797990,Inactive Investor,Raymond Dietz,Financial Advisor,"Osaic Wealth, Inc. Irvine CA 19782 Macarthur Blvd",rdietz@royalaa.com,,Salesforce
9617627,,Sachin Gupta,,,sgupta@skylinegp.com,,List import
10859356,Inactive Investor,Frederick Busk,Chief Compliance Officer;Managing Partner,Netherby Advisors LLC,fbusk@netherby.com,,Salesforce
10486468,,Maria Torres,Personal Banker,"Wells Fargo Advisors Financial Network, LLC",mtorres@wfafinet.com,,List Import
10794906,Inactive Investor,Michael Sunderman,Financial Advisor,Edward Jones Wellington OH 212 N Main St,mike.sunderman@edwardjones.com,,Salesforce
11016878,Inactive Investor,Jawaan Avant,,"OneAmerica Securities, Inc. Lisle IL 901 Warrenville Rd",,,Salesforce
221442,,erkan cakma,,[Unknown],erkancakma@gmail.com,,Direct
10929108,Inactive Investor,Richard Spriggs,,"Osaic Wealth, Inc. Kingston NY 325 Albany Ave",,,Salesforce
6706689,,Tym Ze,,,tymze@domain.com,,Web Form Fillout
9599872,,Joseph T,,,jturbeville@myrmid.com,,List import
11030323,Inactive Investor,Thomas Howe,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",thomas.j.howe@nm.com,,Salesforce
11004556,Inactive Investor,Melissa Hamilton,,The Huntington Investment Company Columbus OH 7 Easton Oval,melissa.hamilton@huntington.com,,Salesforce
9626479,,John Williams,,,plantagenet1977@gmail.com,,List import
10812835,Inactive Investor,Harry Marmer,,United Planners' Financial Services of America A Limited Partner Montgomery Village MD Private Residence,hlmarmer@unitedplanners.com,,Salesforce
11204523,Inactive Investor,Mitchell Eisenberg,,"Cambridge Investment Research, Inc. Scarsdale NY 45 Boulder Ridge Rd",,,Salesforce
10913711,Inactive Investor,Sherri Simancas,Associate;Financial Advisor,Edward Jones Little Rock AR 10800 Financial Centre Pkwy,sherri.simancas@edwardjones.com,,Salesforce
10762773,Inactive Investor,Timothy Nuland,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgefield CT 63 Copps Hill Rd",timothy_nuland@ml.com,,Salesforce
9606539,,Edgardo Damian Perez Ortega,,,edgardoper@gmail.com,,List import
11152923,Inactive Investor,Brandon Steig,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 4800 N Federal Hwy",brandon.steig@ampf.com,,Salesforce
11019253,Inactive Investor,James Chen,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,james.chen.w0a0@statefarm.com,,Salesforce
11056205,Inactive Investor,Ryan Yeaton,Advisor,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,ryan.yeaton@lpl.com,,Salesforce
6984504,,Mohammad Alauddin,,,au5864560@gamil.com,,Web Form Fillout
11140196,Inactive Investor,Krista Hall,,"Stifel Independent Advisors, LLC Canyon Lake TX Private Residence",hallk@stifelindependence.com,,Salesforce
10901191,Inactive Investor,Manuel Provedor,,Fidelity Brokerage Services LLC,manny.provedor@fmr.com,,Salesforce
206870,,Samuel Cohn,,[Unknown],govtraksam@aol.com,,Advertising
33448,,Robert Walter,Relationship Manager,"Principal Securities, Inc.",walter.robert@principal.com,800-847-5547,
10773833,Inactive Investor,Shawn Gergen,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",shawn.gergen@stewardpartnersis.com,,Salesforce
11209661,Inactive Investor,Patricia Rosen,Chief Compliance Officer;Principal,"Access Financial Planning, LLC",,,Salesforce
10825553,Inactive Investor,Henry Kahen,Financial Advisor,"Ameriprise Financial Services, LLC Morehead City NC 3332 Bridges St",henry.kahen@ampf.com,,Salesforce
10846444,Inactive Investor,Garrett Tognozzi,,J.P. Morgan Securities LLC Tarzana CA 18705 Ventura Blvd,garrett.tognozzi@jpmorgan.com,,Salesforce
11039026,Inactive Investor,Gabrielle Borak,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10997500,Inactive Investor,Matthew Hudson,Associate,Edward Jones Salem IN 120 E Botts Ln,matthew.hudson@edwardjones.com,,Salesforce
11234403,Inactive Investor,James Bullock,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10916111,Inactive Investor,Clyde Patton,,"Cambridge Investment Research, Inc. New Orleans LA Private Residence",,,Salesforce
6961739,,Iqbal Hossain,,,iqbalbd901@gmamil.com,,Web Form Fillout
10948472,Inactive Investor,Isaiah Mitchell,Assistant Vice President;Regional Wealth Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,isaiah.mitchell@lpl.com,,Salesforce
11091782,Inactive Investor,Blanchard Sanchez,,"Pruco Securities, LLC. Baton Rouge LA 8560 Jefferson Hwy",blanchard.sanchez@prudential.com,,Salesforce
10899426,Inactive Investor,Katherine Hawkins,Client Service Associate,Morgan Stanley Knoxville TN 1111 N Northshore Dr,,,Salesforce
10808804,Inactive Investor,Andrew Morrison,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",andrew_morrison1@ml.com,,Salesforce
9631637,,James Francis,,,merritt.francis@richmond.edu,,List import
11236432,Inactive Investor,Brayden Cleland,Financial Advisor,RiverPath Investments LLC El Dorado Hills CA Private Residence,,,Salesforce
10646864,,Lisa Rizzo,,,lisa.j.rizzo@lpl.com,,List Import
10644715,,John Flandina,,,john.flandina@us.hsbc.com,,List Import
11155712,Inactive Investor,Jarrell Prichard,,NYLIFE Securities LLC Hanford CA Private Residence,jrprichard@ft.newyorklife.com,,Salesforce
11103964,Inactive Investor,Jonathan Meyer,Financial Advisor,LPL Financial LLC Lincoln NE 6140 Village Dr,jonathan.meyer@lpl.com,,Salesforce
10505976,,Jenna Kline,Compliance Sr. Analyst,T. Rowe Price,jenna.kline@troweprice.com,443-375-7971,List import
10959205,Inactive Investor,Christopher Perrett,,LPL Financial LLC Stamford CT 350 Bedford St,christopher.perrett@lpl.com,,Salesforce
11163694,Inactive Investor,Sofia Varzi,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",sofia.varzi@ml.com,,Salesforce
10784458,Inactive Investor,Norman Turfe,Financial Advisor,Edward Jones Dearborn MI 23461 Michigan Ave,norm.turfe@edwardjones.com,,Salesforce
11154794,Inactive Investor,Naomi Peterkin,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",peterkin@wellsfargo.com,,Salesforce
10963812,Inactive Investor,John Hodge,,"MML Investors Services, LLC Charlotte NC 101 N McDowell St",hhodge@financialguide.com,,Salesforce
11099209,Inactive Investor,William Wrenn,Financial Consultant,"Heisten Financial, LLC",william@heistenfinancial.com,,Salesforce
11104519,Inactive Investor,Andrew Wilhite,,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",,,Salesforce
10798949,Inactive Investor,Leonie Noval,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,leonie.noval@primerica.com,,Salesforce
10856066,Inactive Investor,Matthew Forsman,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 7801 E Bush Lake Rd,matt.forsman@thrivent.com,,Salesforce
9586509,,Justin Gibson,,,justin@silverleafwealth.com,,List import
10949568,Inactive Investor,David Marlett,,"FBL Marketing Services, LLC Claremore OK 1126 W Will Rogers Blvd",david.marlett@fbfs.com,,Salesforce
10808329,Inactive Investor,Morgan Owens,Financial Advisor,Edward Jones Minneapolis MN 8100 Penn Ave S,morgan.owens@edwardjones.com,,Salesforce
235668,, -,,[[Unknown]],mcarbonn1@gmail.com,,Other
9574143,,M M,,,bitmike99@gmail.com,,List import
9607372,,rara ra,,,soahours.247@gmail.com,,List import
11127147,Inactive Investor,Spencer Salvador,,"Cambridge Investment Research, Inc. Portland OR 5550 S Macadam Ave",,,Salesforce
10839175,Inactive Investor,David Heller,,Cetera Advisor Networks LLC Irvington NY 3 W Main St,,,Salesforce
11125441,Inactive Investor,Alan Belanger,Financial Advisor,LPL Financial LLC Rockville MD 5870 Hubbard Dr,alan.belanger@lpl.com,,Salesforce
11122097,Inactive Investor,Michael Hirsch,Financial Advisor,"Pruco Securities, LLC. Manasquan NJ 1913 Atlantic Ave",mike.hirsch@prudential.com,,Salesforce
228744,,Anita spears -,,Anita spears [[Unknown]],nita_nit@msn.com,,Paid Social
11189506,Inactive Investor,Jonathan Rothschild,,"The Leaders Group, Inc.",,,Salesforce
10897218,Inactive Investor,Akm Kamal,Principal,REDW Wealth LLC Albuquerque NM 7425 Jefferson St NE,mkamal@redw.com,,Salesforce
11008336,Inactive Investor,David Balkcom,Financial Representative,"Equity Services, Inc. New York NY 675 3rd Ave",dbalkcom@nationallife.com,,Salesforce
9548477,,Dairo Vitar,,,dairovitar@gmail.com,,List import
10788332,Inactive Investor,Richard Higgins,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",richard.higgins@ml.com,,Salesforce
10818721,Inactive Investor,Gina Brennen,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,gina.arbino@fidelity.com,,Salesforce
11105505,Inactive Investor,Jonathan Lawrence,,McCarthy & Cox Retirement & Estate Specialists LLC,jlawrence@mccarthyandcox.com,,Salesforce
10612929,,Kenneth Jacobsen,Financial Advisor,,ken.jacobsen@lpl.com,,List Import
10789664,Inactive Investor,Keith Shishido,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 10877 Wilshire Blvd",keith.shishido@wellsfargoadvisors.com,,Salesforce
11001376,Inactive Investor,Christopher Schommer,,LPL Financial LLC Fort Collins CO 608 E Harmony Rd,christopher.schommer@lpl.com,,Salesforce
11094394,Inactive Investor,Tyrique Thomas,,J.P. Morgan Securities LLC Park Ridge IL 500 Busse Hwy,tyrique.thomas@jpmorgan.com,,Salesforce
10924960,Inactive Investor,John Crull,Regional Leader,PFS Investments Inc. Seattle WA 15111 8th Ave SW,jcrull@primerica.com,,Salesforce
11197736,Inactive Investor,Conrad Aarseth,Wealth Manager,"Dynamic Wealth Strategies, LLC",conrad@dynwealth.com,,Salesforce
10486509,,Barry Johnson,Financial Professional,"MML Investors Services, LLC",bfjohnson@financialguide.com,,List Import
11254924,Inactive Investor,Benjamen Rothwell,Director - Compliance;Manager - Compliance,Western Wealth Management LLC Erie CO Private Residence,ben@wwa-wwm.com,,Salesforce
10974859,Inactive Investor,Khoa Bui,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
11032172,Inactive Investor,Aimee Radwin,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",aimee.radwin@nm.com,,Salesforce
9629623,,Jonathan Fuller,,,jfuller@savantwealth.com,,List import
11202323,Inactive Investor,Sarah Reif-Beck,Client Relationship Assistant,Robert W. Baird & Co. Incorporated Naples FL 5811 Pelican Bay Blvd,sreif-beck@rwbaird.com,,Salesforce
11153026,Inactive Investor,Daniel Sondhelm,,Compass Securities Corporation Alexandria VA 950 N Washington St,,,Salesforce
10782382,Inactive Investor,Eric Payne,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",eric_payne@ml.com,,Salesforce
10799973,Inactive Investor,Stuart Munro,Financial Advisor;Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,stuart.munro@morganstanley.com,,Salesforce
11069386,Inactive Investor,Joseph Raskauskas,,"Empower Financial Services, Inc Irving TX 4524 Byron Cir",joseph.raskauskas@empower.com,,Salesforce
10962120,Inactive Investor,Brent Frey,Associate,Edward Jones Vandalia IL 427 W Orchard St,brent.frey@edwardjones.com,,Salesforce
9584479,,lamberto maza,,,otrebmalazam@gmail.com,,List import
11106681,Inactive Investor,Francis Fontana,Regional Vice President,PFS Investments Inc. Houston TX 18333 Egret Bay Blvd,francis.fontana@primerica.com,,Salesforce
10998428,Inactive Investor,Beau Tillinghast,Relationship Manager,Kreitler Financial LLC,beau.tillinghast@kreitlerfinancial.com,,Salesforce
9555230,,John Thompson,,,john@jdtinc.com,,List import
9582830,,Rosemary Taylor,,,rose.taylor@voyafa.com,,List import
192615,,Stephen Brooke-Taylor,,[Unknown],steve@hydramech.co.nz,,source
10931005,Inactive Investor,Justine McCartin,,LPL Financial LLC San Diego CA 4707 Executive Dr,justine.mccartin@lpl.com,,Salesforce
370351,,Dan Elitzer,,Nascent,delitzer@nascent.xyz,,Salesforce
9546930,,Ralph Glasgow,,,ralph.glasgow@securitiesamerica.com,,List import
10879711,Inactive Investor,Brian Stevenson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",brian.stevenson@ml.com,,Salesforce
11179816,Inactive Investor,Bari Rogers,Financial Advisor,Edward Jones Albany OR 150 Calapooia St SW,bari.rogers@edwardjones.com,,Salesforce
11123994,Inactive Investor,Cameron Hanssens,,Vanguard Marketing Corporation,cameron_hanssens@vanguard.com,,Salesforce
11069418,Inactive Investor,John Shutowick,,Cetera Advisor Networks LLC Fort Lauderdale FL 1250 S Pine Island Rd,,,Salesforce
10782585,Inactive Investor,Lowell Vigoren,,"Parkland Securities, LLC Bremerton WA Private Residence",lvigoren@parklandrep.com,,Salesforce
219964,,Peter Meier,,[Unknown],drpmeier@bluewin.ch,,Direct
335153,,Philip Salvador,Member,"Mps-loria Financial Planners,llc",salvador@mpscpa.com,630-887-4404,Manual List Upload
9596064,,Allen Gibson,,,allen@gibsonwealthadvisors.com,,List import
10932776,Inactive Investor,Daniel Nash,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",daniel.nash@equitable.com,,Salesforce
11217797,,Henry Pham,,,henry.pham@jpmorgan.com,,List Import
9555724,,Lori Reaves,,,lorireaves@synovus.com,,List import
10886240,Inactive Investor,Richa Rastogi,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,richa.rastogi@fmr.com,,Salesforce
11184316,Inactive Investor,Keith Grupe,Financial Advisor,Thrivent Investment Management Inc. Cleveland WI 1239 W Washington Ave,keith.grupe@thrivent.com,,Salesforce
11124257,Inactive Investor,Samuel Mondonedo,,"Raymond James Financial Services, Inc. Augusta ME 320 Water St",samuel.mondonedo@raymondjames.com,,Salesforce
10875235,Inactive Investor,Jeffrey Essary,,"Farmers Financial Solutions, LLC Kennett MO 619 1st St",jessary@farmersagent.com,,Salesforce
11012070,Inactive Investor,Vincent Intiso,,LPL Financial LLC Sparta NJ 46 Wilson Dr,vincent.intiso@lpl.com,,Salesforce
9577213,,Matthew Hopkins,,,pucified4u@gmail.com,,List import
9630949,,Luca Paris,,,lucaparisssien@gmail.com,,List import
10944094,Inactive Investor,Matthew Thorne,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gainesville GA 340 Jesse Jewell Pkwy SE",,,Salesforce
242971,,Cindy Greenstein,Owner,The Points Mom,cindy@thepointsmom.com,,Manual List Upload
10964771,Inactive Investor,Brian Barrett,,NYLIFE Securities LLC Santa Rosa CA 149 Stony Cir,bmbarrett02@ft.newyorklife.com,,Salesforce
9548484,,Holly Harman,,,holly@holotropicuk.co.uk,,List import
10617262,,Gregory Fuller,,,gregory.fuller@chase.com,,List Import
9545277,,Don Bevins,,,donnybevins@gmail.com,,List import
9577475,,Gonzalo Ruiz,,,gonzaloruizjr@gmail.com,,List import
10988774,Inactive Investor,Daniel Johnson,,Thrivent Investment Management Inc.,,,Salesforce
11144962,Inactive Investor,Sean Gallagher,Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Vice President,Morgan Stanley Santa Fe NM 150 Washington Ave,sean.gallagher@morganstanley.com,,Salesforce
9581466,,George Papadopoulos,,,george@landscapecapital.com,,List import
11041946,Inactive Investor,Sarah Adams-Tooley,,Cetera Investment Services LLC Laconia NH 62 Pleasant St,,,Salesforce
11062762,Inactive Investor,William Speicher,,"MML Investors Services, LLC Evansville IN 1006 E Diamond Ave",wspeicher@financialguide.com,,Salesforce
9645311,,Oliver Muldoon,,,opmoliver@gmail.com,,List import
10810981,Inactive Investor,Wesley Harris,,State Farm VP Management Corp. Jackson TN 319 Vann Dr,wes.harris.mo43@statefarm.com,,Salesforce
10787622,Inactive Investor,Debora Ryder,Senior Client Relationship Associate,"Raymond James & Associates, Inc. Winston-Salem NC 100 N Main St",deb.ryder@alexbrown.com,,Salesforce
10961600,Inactive Investor,Christopher Lehman,,Vanguard Marketing Corporation,christopher_lehman@vanguard.com,,Salesforce
10798256,Inactive Investor,Cecil Ho,Executive Director;First Vice President;Senior Portfolio Management Director,Morgan Stanley Pasadena CA 55 S Lake Ave,cecil.ho@morganstanley.com,,Salesforce
9576879,,Andrew Sekulski,,,andrew.sekulski@pnc.com,,List import
11221278,,Samuel Latone,,,sam.latone@tscg.com,,List Import
211427,,Ann Wright,Director Leg Affairs,CFTC,awright@cftc.gov,,Content
10768121,Inactive Investor,Thomas Campbell,,"Kestra Investment Services, LLC Birmingham AL 3535 Grandview Pkwy",,,Salesforce
10960136,Inactive Investor,David Hunter,Chief Compliance Officer;President,Century Funds Management Inc,,,Salesforce
11019892,Inactive Investor,Mervin Viernes,,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
10826680,Inactive Investor,Patricia Sirkoski,,"Charles Schwab & Co., Inc. Dublin OH 6634 Riverside Dr",patricia.sirkoski@schwab.com,,Salesforce
9600067,,Robert Cook,,,bob@dreamcapitaladvisors.com,,List import
9643318,,Eric McClung,,,elmcclung@live.com,,List import
11091512,Inactive Investor,Geoffrey Palilla,Financial Planning Consultant,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",geoffrey.palilla@raymondjames.com,,Salesforce
11220317,,Cory Hansen,,,cory_hansen@vanguard.com,,Other
10354436,,mike wheless,,,whelessceo@gmail.com,,Web Form Fillout
333740,,Jim Bruce,Sales Partner,Alphacentric Advisors Llc,jim.bruce@multifunds.com,787-334-1781,Manual List Upload
11018268,Inactive Investor,Beatrice Foliaki,,PFS Investments Inc. Fort Worth TX 5650 N Riverside Dr,bfoliaki@primerica.com,,Salesforce
11006208,Inactive Investor,Jacob Meyer,,William Blair New York NY 1166 Avenue of the Americas,jmeyer@williamblair.com,,Salesforce
336264,,Christopher Burnes,Partner,"Windrose Health Investors, Llc",burnes@windrose.com,212-887-2105,Manual List Upload
10878636,Inactive Investor,Perry Silverman,Financial Advisor,LPL Financial LLC Montclair NJ Private Residence,perry.silverman@lpl.com,,Salesforce
11022403,Inactive Investor,Jesus Corao Guma,Senior Vice President,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
10946374,Inactive Investor,Edmond Hurst,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",ehurst@cartyco.com,,Salesforce
11067278,Inactive Investor,Kyle Rodegher,Financial Advisor;Workplace Advisor - Equity Compensation,Morgan Stanley Wellesley Hills MA 112 Worcester St,kyle.rodegher@morganstanley.com,,Salesforce
10901013,Inactive Investor,Carol Sandison,,The Huntington Investment Company Geneva OH 64 S Broadway,carol.sandison@huntington.com,,Salesforce
10932265,Inactive Investor,Bryan Burrows,,"MML Investors Services, LLC New Braunfels TX 2781 Morning Moon",,,Salesforce
10657143,,Meredith McCormick,,,mmccormick@rwbaird.com,,List Import
9645662,,Mark Horton,,,mark.horton@btconnect.com,,List import
10763885,Inactive Investor,Albert Bevilacqua,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 433 Plaza Real",tony.a.bevilacqua@ampf.com,,Salesforce
9542684,,MASON JAPPA,,,mcjappa@gmail.com,,List import
214932,,Pitt Sinchawla,,[Unknown],pitt@asdra.com,,
237492,, -,,[[Unknown]],daigiaxuthanh1102@gmail.com,,
10976515,Inactive Investor,Laura Armstrong,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",laura.armstrong@schwab.com,,Salesforce
11210308,Inactive Investor,Drin Kukaj,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",drin.kukaj@equitable.com,,Salesforce
11038140,Inactive Investor,Susan Broussard,,"Cooper, Clay Stephen",,,Salesforce
11207470,Inactive Investor,Amar Singh,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",amar.d.singh@ml.com,,Salesforce
10489846,,Laura Sweeney,,"The Mather Group, LLC Plano TX Private Residence",lauramsweeney@yahoo.com,,List Import
11157497,Inactive Investor,Jerome Bland,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jerome.bland@equitable.com,,Salesforce
11201358,Inactive Investor,Michael Hoffman,Financial Advisor,Edward Jones Clear Lake IA 630 US Hwy 18 E,michael.hoffman@edwardjones.com,,Salesforce
10949227,Inactive Investor,Keyan Skelton,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11069935,Inactive Investor,Claudina Campbell,President;Senior Wealth Advisor,"Willow Grove Advisors, LLC",,,Salesforce
10972404,Inactive Investor,Halle Macerelli,,Cetera Advisor Networks LLC San Diego CA 655 W Broadway,,,Salesforce
10856191,Inactive Investor,James Rockwell,,LPL Financial LLC Grangeville ID 106 W Main St,james.rockwell@lpl.com,,Salesforce
10970293,Inactive Investor,Matthew Johnston,,State Farm VP Management Corp.,matt.johnston.y4kc@statefarm.com,,Salesforce
8480396,,Aga Kuplinska,,Osprey Funds,aga@ospreyfunds.io,,List Import
10827758,Inactive Investor,William Allen,Chief Wealth Strategist;Investment Advisor;Managing Member,Sentara Capital,will@sentaracapital.com,,Salesforce
10928547,Inactive Investor,Scott Mchenry,,"Lion Street Financial, LLC New Albany OH 134 E Main St",smchenry@lionstreet.com,,Salesforce
59018,,Arthur Schiel,"Owner, CEO, Chief Compliance Officer",Avalon Financial Management,aschiel@aol.com,610-727-8847,Manual List Upload
11036970,Inactive Investor,Kevin Pezze,,Key Investment Services LLC Clifton Park NY 1703 Rte 9,kevin_pezze@keybank.com,,Salesforce
10798102,Inactive Investor,Paul Moceri,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MI 321 E 2nd St",,,Salesforce
10658022,,Michael Burdeen,,,burdeen.michael@ntrs.com,,List Import
10806561,Inactive Investor,David Deitch,First Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,david.deitch@ubs.com,,Salesforce
9611600,,Ryan Scalera,,,ryan.scalera@addepar.com,,List import
11080118,Inactive Investor,Mallory England,,Fidelity Brokerage Services LLC Annapolis MD 1901 Towne Centre Blvd,mallory.england@fmr.com,,Salesforce
11182337,Inactive Investor,Ryan Shaughnessy,Senior Advisor,"The Mosaic Financial Group, LLC Chicago IL 330 N Wabash Ave",rshaughnessy@themfg.com,,Salesforce
11109909,Inactive Investor,Charles Smith,,PFS Investments Inc. Orlando FL 6220 S Orange Blossom Trl,brandon.smith@primerica.com,,Salesforce
11142866,Inactive Investor,Steven Hanna,Financial Advisor,"Ameriprise Financial Services, LLC Lawrence KS 3220 Mesa Way",steven.a.hanna@ampf.com,,Salesforce
10874149,Inactive Investor,Monica Zamora,,"Principal Securities, Inc. Miami FL 703 NW 62nd Ave",zamora.onica@principal.com,,Salesforce
10877659,Inactive Investor,Quentin Bubb,Chief Operating Officer;Owner;Partner;Regulatory Contact;Wealth Manager,KWB Wealth,quentin@kwbwealth.com,,Salesforce
11138227,Inactive Investor,Lawson Leahr,,"Northwestern Mutual Investment Services, LLC Bettendorf IA 4323 Ontario Dr",lawson.leahr@nm.com,,Salesforce
9558647,,Mugundhan K,,,mugu.saranithi@gmail.com,,List import
10851561,Inactive Investor,Sylvain Michelin,Financial Advisor;Owner,Walkner Condon Financial Advisors LLC,sylvain@walknercondon.com,,Salesforce
11011143,Inactive Investor,Matthew Zavala,,NYLIFE Securities LLC Yakima WA 3901 Kern Way,mzavala@ft.newyorklife.com,,Salesforce
9584126,,Justin Dorsey,,,jdorsey@acgbiz.com,,List import
10907969,Inactive Investor,Fernando Perez Rul,,J.P. Morgan Securities LLC El Centro CA 2303 Cottonwood Dr,fernando.perezrul@jpmorgan.com,,Salesforce
10648080,,Kevin Kelly,,,kevin@kellyintel.com,,List Import
10933298,Inactive Investor,Philip Grande,,Cetera Investment Services LLC Lexington NC 6123 Old US Hwy 52,,,Salesforce
10820929,Inactive Investor,Tiffany Chambers,Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,tiffany.chambers@edwardjones.com,,Salesforce
11022087,Inactive Investor,Ashley Mizcles,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,ashley_mizcles@vanguard.com,,Salesforce
11104654,Inactive Investor,Samuel Carson,Vice President,UBS Financial Services Inc. Memphis TN 6070 Poplar Ave,sam.carson@ubs.com,,Salesforce
9548444,,Jeffrey Pearsall,,,jpearsall@rmbcap.com,,List import
10807817,Inactive Investor,Moyses Muguira,Financial Advisor,Edward Jones Pismo Beach CA 911 Price St,moyses.muguira@edwardjones.com,,Salesforce
10915473,Inactive Investor,Martin Webb,,LPL Financial LLC Florence OR Private Residence,martin.webb@lpl.com,,Salesforce
11235089,Inactive Investor,John Gentry,Financial Advisor,"RMR Wealth Builders, Inc.",jgentry@rmrwealth.com,,Salesforce
11044390,Inactive Investor,Joshua Miller,Financial Advisor,Edward Jones Fairfield OH 630 Nilles Rd,,,Salesforce
165382,,Bert Arnold,,[Unknown],bertdarnott@gmail.com,,
9644123,,George Reynolds,,,greyn74986@gmail.com,,List import
9556739,,Robert Depasquale,,,bob.depasquale@thrivent.com,,List import
10874883,Inactive Investor,Jazmine Hartzel,Associate Financial Relationship Advisor,"Wells Fargo Clearing Services, LLC",,,Salesforce
10967841,Inactive Investor,Dean Jackman,Financial Advisor,"Ameriprise Financial Services, LLC Manchester ME 27 Bowdoin St",dean.jackman@ampf.com,,Salesforce
10841488,Inactive Investor,Dale Terwedo,Chief Compliance Officer;Founder;Managing Member;Member,"TFS Advisors, LLC",dessie@tfsadvisors.com,,Salesforce
11194157,Inactive Investor,Sean Reilly,,Morgan Stanley New Haven CT 545 Long Wharf Dr,,,Salesforce
9584296,,Sonny Ruan,,,sonny.ruan@gmail.com,,List import
10844919,Inactive Investor,Harley Cranswick,Regional Specialist,"Nationwide Securities, LLC Gilbert AZ Private Residence",cransh1@nationwide.com,,Salesforce
11152117,Inactive Investor,Christian Jordan,Financial Professional,"Equitable Advisors, LLC San Antonio TX 8000 IH 10 W",christian.jordan@equitable.com,,Salesforce
227541,, -,,[Unknown],sarahxu8@gmail.com,,
11148004,Inactive Investor,Crystal Carmon,Financial Advisor,Edward Jones Wheelersburg OH 8262 Ohio River Rd,crystal.hemmings@edwardjones.com,,Salesforce
9567125,,Jeffrey Mark,,,jmark@wfafinet.com,,List import
193255,,Matt Harlow,,[Unknown],matt.harlow@larsonfinancial.com,,
11121854,Inactive Investor,Lola Gronewold,,"N.I.S. Financial Services, Inc.",,,Salesforce
11233457,Inactive Investor,Micah Broome,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11100907,Inactive Investor,Clyde Pelton,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Lexington KY 444 E Main St,clyde.pelton@morganstanley.com,,Salesforce
10960854,Inactive Investor,Yotam Mendlinger,Owner;Partner,By The Square Investments Boston MA 61 Bay State Rd,yotam@bythesquareinvestments.com,,Salesforce
54754,,Jonathan Harrison,Portfolio Specialist,Fidelity Personal and Workplace Advisors,jonathan.harrison@fmr.com,,
10656300,,Penny Tipsword,,,penny.woessner@raymondjames.com,,List Import
347955,,Ted Hart,Research Associate,"Tufton Capital Management, Llc",ted@tuftoncapital.com,410-400-8500,Manual List Upload
11004233,Inactive Investor,Adam Storbakken,Financial Planner,"Osaic Wealth, Inc. Hopkins MN 10900 Wayzata Blvd",,,Salesforce
9579129,,Gene Dickison,,,gene@askmtm.com,,List import
11111866,Inactive Investor,Anika Bhagani,,"Wells Fargo Clearing Services, LLC Orlando FL 4876 S Apopka Vineland Rd",,,Salesforce
11161648,Inactive Investor,Stephen Shealy,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,stephen_shealy@glic.com,,Salesforce
11068189,Inactive Investor,Curtis Watasaki,Paraplanner,"Ameriprise Financial Services, LLC Honolulu HI 745 Fort St",curtis.h.watasaki@ampf.com,,Salesforce
10659808,,Vanessa Delarmente,,,vanessa.delarmente@primerica.com,,List Import
11073510,Inactive Investor,Amos Yu,Financial Advisor,"Wells Fargo Clearing Services, LLC Phoenix AZ 41830 N Gavilan Peak Pkwy",yua@wellsfargo.com,,Salesforce
10645106,,Richard Bielenda,,,richard.bielenda@primerica.com,,List Import
11217224,,Matthew Barnett,,,matthew.barnett@usaa.com,,Other
10879150,Inactive Investor,Dennis Stolz,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Midland MI 415 Rodd St",dennis.stolz@stifel.com,,Salesforce
10956285,Inactive Investor,Michael Goralski,,"Ameriprise Financial Services, LLC Simsbury CT 963 Hopmeadow St",,,Salesforce
9568677,,luan hoang van,,,luanhv77@gmail.com,,List import
10828414,Inactive Investor,James Murfee,Financial Advisor,"Voya Financial Advisors, Inc. Birmingham AL 120 Office Park Dr",tom.murfee@voyafa.com,,Salesforce
117804,,Yvette Webb,Senior Vice President,Frost Investment Services,yvette.webb@frostbank.com,713-388-7600,
11015205,Inactive Investor,Frederick Klunk,,PFS Investments Inc. Camp Hill PA 1525 Cedar Cliff Dr,fklunk@primerica.com,,Salesforce
10963350,Inactive Investor,Justin Mailhes,Investment Advisor Representative,"Argent Advisors, Inc.",jmailhes@argentadvisors.com,,Salesforce
10887253,Inactive Investor,Mark Higgins,,"Osaic Wealth, Inc. Fairport NY 6819 Pittsford Palmyra Rd",,,Salesforce
10947083,Inactive Investor,Ryan Robuck,,State Farm VP Management Corp. Macon MO 903 N Missouri St,ryan.robuck.e3ym@statefarm.com,,Salesforce
10788728,Inactive Investor,Lily Han,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9632510,,Austin Yi,,,austin@edgestreamlp.com,,List import
11233680,Inactive Investor,David Shively,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Traverse City MI 333 W Grandview Pkwy",,,Salesforce
10648176,,Troy Hamsher,,,thamsher@hwealth.org,,List Import
10865177,Inactive Investor,Clint Clements,Financial Advisor,LPL Financial LLC Houston TX 1200 Post Oak Blvd,clint.clements@lpl.com,,Salesforce
10916662,Inactive Investor,Ryan McLin,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Impact Wealth Group,,,Salesforce
9580706,,John pazera,,,jpaz84@yahoo.com,,List import
10930021,Inactive Investor,Robert Cowan,,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",dcowan@financialguide.com,,Salesforce
11233056,Inactive Investor,Kassandra Van Egmond,Relationship Banker,"Wells Fargo Clearing Services, LLC Livingston MT 323 W Park St",,,Salesforce
9617155,,George Lambrianides,,,lambrianidesg@gmail.com,,List import
11127742,Inactive Investor,Spencer Pnacek,,LPL Financial LLC Saginaw MI 1004 N Michigan Ave,spencer.pnacek@lpl.com,,Salesforce
11002499,Inactive Investor,Andrew Haff,Financial Advisor,Armstrong Advisory Group LLC,andrewhaff@armstrongadvisory.com,,Salesforce
9617580,,Benedict Rocchio,,,brocchio@rwbaird.com,,List import
11012375,Inactive Investor,Steven Nicholson,,"Allstate Financial Services, LLC Greenville NC 801 Moye Blvd",stevennicholson@allstate.com,,Salesforce
11132194,Inactive Investor,Yifei Hong,Private Client Banker,J.P. Morgan Securities LLC Palo Alto CA 300 Hamilton Ave,yifei.hong@chase.com,,Salesforce
9553426,,Patrick Danly,,,pat@haussmannfinancial.com,,List import
10897407,Inactive Investor,Thomas Sauriol,Wealth Advisor,Intrua Financial Austin TX 5000 Plaza on the Lk,tommy@intrua.com,,Salesforce
11027262,Inactive Investor,Samuel Quisenberry,,State Farm VP Management Corp. Southgate MI 11165 Allen Rd,,,Salesforce
9571740,,Anthony Scrocco,,,ascrocco@hbkswealth.com,,List import
11179699,Inactive Investor,Michael McLaughlin,Financial Advisor,"Raymond James & Associates, Inc.",mike.mclaughlin@raymondjames.com,,Salesforce
10776988,Inactive Investor,Rebekah Johnson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",rebekah.johnson@schwab.com,,Salesforce
11070081,Inactive Investor,Susan Hagerty,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Wilmington DE 4001 Kennett Pike",,,Salesforce
8649,,Jeff Schlegel,,[[Unknown]],jeff@fa-mag.com,,Direct
10646868,,Gregory Jackson,,,gregory.jackson@lpl.com,,List Import
11038285,Inactive Investor,Emily Bucknall-Starker,,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,emily.bucknall-starker@morganstanley.com,,Salesforce
10616834,,Domenick Costantini,,,domenick.costantini@jpmorgan.com,,List Import
9601725,,Jennifer Storey,,,jstorey@oakbridgepartners.com,,List import
335858,,Christopher Carucci,,Personal Capital Advisors Corporation,christopher.carucci@personalcapital.com,303-438-6980,
9623342,,Neal Ishman,,,nhi75082@yahoo.com,,List import
11059354,Inactive Investor,David Evans,President,Brookstone Capital Management LLC Shreveport LA 425 Ashley Ridge Blvd,,,Salesforce
10787352,Inactive Investor,Arthur McConville,,"Wells Fargo Clearing Services, LLC",arthur.mcconville@wellsfargoadvisors.com,,Salesforce
11234952,Inactive Investor,Micah Patashnik,Director;Partner,MacroView Investment Management LLC,mpatashnik@macroviewim.com,,Salesforce
10909350,Inactive Investor,Jerome Boring,Financial Advisor,LPL Financial LLC Bethel Park PA 1500 Oxford Dr,jerome.boring@lpl.com,,Salesforce
10837379,Inactive Investor,John Gordon,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",john_d_gordon@ml.com,,Salesforce
11162734,Inactive Investor,Katharine Flory,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus GA 7310 N Lake Dr",katharine.flory@ml.com,,Salesforce
11110467,Inactive Investor,Julie Woolums,,Cetera Investment Services LLC New Castle IN 2118 Bundy Ave,julie.woolums@ceterais.com,,Salesforce
10953497,Inactive Investor,Alec Newton,Financial Services Representative,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11041586,Inactive Investor,Tania Manzi,,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,tania.manzi@ubs.com,,Salesforce
10894662,Inactive Investor,Daniel Bergay,,Fidelity Brokerage Services LLC,daniel.bergay@fidelity.com,,Salesforce
9595706,,Charles Lau,,,charleszlau@gmail.com,,List import
10760679,Inactive Investor,Thomas Field,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,thomas.field@fidelity.com,,Salesforce
110297,,David Adeyemo,,Individual,adigundiekola57@gmail.com,2.34814E+12,Organic Search
10494299,,Peter Adamson,"President, Regulatory Contact","Autumn Glory Partners, LLC",jadamson@hall-capital.com,,List Import
11135798,Inactive Investor,Deborah Davis,Financial Advisor,Edward Jones Harlan IA 616 Market St,debbie.davis@edwardjones.com,,Salesforce
9564813,,Marisol Park,,,marisoljypark@gmail.com,,List import
348131,,Charles Lannin,Managing Member,"Stone Arch Capital, Llc",clannin@stonearchcapital.com,612-317-2980,Manual List Upload
10860465,Inactive Investor,Lisa Albert,,PFS Investments Inc. Lancaster PA 440 Running Pump Rd,lisa.coslett@primerica.com,,Salesforce
10791397,Inactive Investor,Charles Paquelet,Member;Portfolio Manager;President;Research Analyst,"Skylands Capital, LLC",,,Salesforce
11127634,Inactive Investor,Janet Bullard,Investment Advisor Representative,"Novak & Powell Financial Services, Inc.",janet@novakpowell.com,,Salesforce
10907215,Inactive Investor,Evan Dixon,Registered Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
10983580,Inactive Investor,Stacey Brown,,J.P. Morgan Securities LLC Deer Park TX 3605 Center St,stacey.brown@jpmorgan.com,,Salesforce
237350,, -,,[[Unknown]],agiv.noam@gmail.com,,Organic Search
9607351,,Frank Slattery,,,quint@symmetrypeak.com,,List import
10951101,Inactive Investor,Lantis Wang,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,,,Salesforce
10614782,,Charles Visconti,Financial Advisor,,charles.visconti@morganstanley.com,,List Import
9559396,,Kai Boas,,,kaiboas@gmail.com,,List import
11076379,Inactive Investor,Joachim Terzi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",joachim.terzi@ml.com,,Salesforce
10772749,Inactive Investor,Harold Sherry,Corporate Secretary;President;Treasurer,"The Sherry Group, Inc.",,,Salesforce
11101957,Inactive Investor,Christopher Scibilia,Managing Director;Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,christopher.x.scibilia@jpmorgan.com,,Salesforce
11122498,Inactive Investor,Sarah Feith,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,,,Salesforce
10843986,Inactive Investor,Simon Nikiforov,,PFS Investments Inc. Southfield MI 29566 Northwestern Hwy,simon.nikiforov@primerica.com,,Salesforce
10760438,Inactive Investor,Leslie Diaz,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",leslie_diaz@ml.com,,Salesforce
11072952,Inactive Investor,Brandon Asher,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",brandon.asher@nm.com,,Salesforce
10934823,Inactive Investor,Juan Carlos Bonelli,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",juan-carlos.bonelli@raymondjames.com,,Salesforce
11217013,,Tyler Brautigan,,,tbrautigan@hazlettburt.com,,Other
9603483,,Bradford Felix,,,b.felix@truepointcapital.com,,List import
11059284,Inactive Investor,Robert Smith,,"CUSO Financial Services, L.P. Allen TX Private Residence",rsmith@cusonet.com,,Salesforce
9628402,,Tim Brown,,,tbrown@dakotafunds.com,,List import
11201957,Inactive Investor,Bradley Kellen,,Founders Financial Securities LLC Matthews NC 2409-B Plantation Center Dr,,,Salesforce
10985915,Inactive Investor,Ivi Haxhaj,,J.P. Morgan Securities LLC New York NY 850 3rd Ave,ivi.haxhaj@jpmorgan.com,,Salesforce
11165405,Inactive Investor,Roger Taylor,,LPL Financial LLC Magnolia TX Private Residence,roger.taylor@lpl.com,,Salesforce
11212953,Inactive Investor,Haleigh Guilbert,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Petersburg FL 200 Central Ave",haleigh.guilbert@ml.com,,Salesforce
370781,,Abu Vafai,,Netherlands,vafai866@gmail.com,,Salesforce
11259951,Inactive Investor,Andrew Cullen,Paraplanner,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",andrew.cullen@ampf.com,,Salesforce
11137730,Inactive Investor,Frank Chang,,"Transamerica Financial Advisors, Inc Anaheim CA 300 S Harbor Blvd",frank.chang@tfaconnect.com,,Salesforce
10863303,Inactive Investor,Karen Lively,Paraplanner,"Ameriprise Financial Services, LLC Evansville IN 7517 Eagle Crest Blvd",karen.lively@ampf.com,,Salesforce
10952258,Inactive Investor,Anna Van Bourgondien,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9612371,,Robert Bierig,,,rbierig@harrisassoc.com,,List import
9568023,,Betsy Britton,,,britton.betsy@principal.com,,List import
11172347,Inactive Investor,Joseph Dancho,,Fidelity Brokerage Services LLC Center Valley PA 2945 Center Valley Pkwy,joseph.dancho@fmr.com,,Salesforce
11181524,Inactive Investor,James Palen,,"TIAA-CREF Individual & Institutional Services, LLC Pasadena CA 35 N Lake Ave",james.palen@tiaa.org,,Salesforce
10871875,Inactive Investor,Anthony Moffa,Financial Advisor,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,amoffa@rwbaird.com,,Salesforce
10884186,Inactive Investor,Charles Marino,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chesterfield MO 1628 Clarkson Rd",charles.marino@schwab.com,,Salesforce
10859944,Inactive Investor,William Fendley,Financial Advisor,"Gateway Wealth Partners, LLC Ellington CT Private Residence",wfendley@mygfpartner.com,,Salesforce
10755772,Inactive Investor,Steven Goethel,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",steven.goethel@ml.com,,Salesforce
9546803,,Ryon Frisch,,NorthPlace Wealth Advisors,RyonFrisch@FinancialGuide.com,,List import
11183207,Inactive Investor,Nicholas Lyons,Financial Advisor,The Goff Financial Group,nlyons@gofffinancial.com,,Salesforce
11002582,Inactive Investor,Dillon Brock,Financial Advisor,"Dempsey Lord Smith, LLC Calhoun GA 276 Curtis Pkwy NE",dillon.brock@dempseyi.com,,Salesforce
10645037,,Matthew Ryan,,,mryan@hlhz.com,,List Import
11102678,Inactive Investor,Alex Muscati,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,alex.muscati@morganstanley.com,,Salesforce
9558979,,patrick mccarty,,,pmccarty@foley.com,,List import
10893095,Inactive Investor,Adarsh Reddy,,Goldman Sachs & Co. Miami FL 200 S Biscayne Blvd,adarsh.reddy@gs.com,,Salesforce
10891259,Inactive Investor,Rebecca Norman,,"Equitable Advisors, LLC Katy TX 2770 Fm 1463 Rd",rebecca.norman@equitable.com,,Salesforce
9546964,,Claire Blue,,,claire.blue@assetmark.com,,List import
219031,,Danielle Choi,,[Unknown],daniellechoi@yahoo.com,,source
10804379,Inactive Investor,Patricia Proud,,"Osaic Wealth, Inc. Youngstown OH 47 Westchester Dr",pproud@royalaa.com,,Salesforce
11232049,Inactive Investor,Brett Deavenport,,"Truist Investment Services, Inc. Pensacola FL 220 W Garden St",,,Salesforce
9603453,,Katherine Adcock,,,kdadcock@gmail.com,,List import
10780533,Inactive Investor,Eric Wood,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,eric.wood@edwardjones.com,,Salesforce
11131329,Inactive Investor,Amit Gandhi,Financial Advisor,"Pruco Securities, LLC. Orange CA 600 City Pkwy W",amit.gandhi@prudential.com,,Salesforce
374356,,Todd Vaccaro,,Independent,tv95125@gmail.com,(925) 588-6130,Salesforce
10911361,Inactive Investor,Estelle Cosenza,,J.P. Morgan Securities LLC Lafayette CO 1426 N 95th St,estelle.cosenza@jpmorgan.com,,Salesforce
10982983,Inactive Investor,Brad Zarda,Group Manager;Investment Advisor,Fisher Investments,b.zarda@fi.com,,Salesforce
10948674,Inactive Investor,Linh Wong,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",linh.wong@wellsfargo.com,,Salesforce
10819069,Inactive Investor,Jennifer Curtis,Senior Registered Associate,Morgan Stanley Dallas TX 2121 N Pearl St,jennifer.curtis@morganstanley.com,,Salesforce
10866444,Inactive Investor,Michelle Albright,,NYLIFE Securities LLC Saint Simons Island GA 400 Main St,mralbright@ft.newyorklife.com,,Salesforce
10982144,Inactive Investor,Ismail Aboukar,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,ismail_aboukar@vanguard.com,,Salesforce
11119399,Inactive Investor,Boyce Smith,,PFS Investments Inc. Birmingham AL 1900 Crestwood Blvd,boyce.smith@primerica.com,,Salesforce
9548916,,Nicholas Anastasakis,,,nanastasakis@cornerstoneassetmgmt.com,,List import
10984089,Inactive Investor,Gerald Cody,Chief Strategic Officer,Prosperitus Wealth Advisors,jc@prosperituswealth.com,,Salesforce
41694,,Paul Reichwald,Financial Consultant,Thrivent Investment Management Inc.,paul.reichwald@thrivent.com,,
10855901,Inactive Investor,Joseph Mccarthy,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10771383,Inactive Investor,Jeffrey Ashford,Chief Compliance Officer;Financial Planner;Head - Trading;Shareholder,Access Financial Resources Inc.,jeff@afradvice.com,,Salesforce
11232282,Inactive Investor,Alan Graves,,Cetera Advisors LLC Orlando FL 6052 Turkey Lake Rd,,,Salesforce
11124757,Inactive Investor,Aaron Cade,,"Harbour Investments, Inc. Viroqua WI 117 W Court St",,,Salesforce
10758078,Inactive Investor,Blake Culpepper,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Portfolio Manager;Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,blake.culpepper@morganstanley.com,,Salesforce
10919276,Inactive Investor,Patricia Heaton,Owner,"Patricia Heaton Parker, CFP",,,Salesforce
11092536,Inactive Investor,Travis Boornazian,,Robert W. Baird & Co. Incorporated Roseland NJ 3 Becker Farm Rd,tboornazian@rwbaird.com,,Salesforce
11209726,Inactive Investor,Anthony Dawson,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,anthony.dawson@fmr.com,,Salesforce
10905352,Inactive Investor,Zachary Stein,Co-Founder;Regulatory Contact,"Carbon Collective Investing, LLC Albany CA 524 Madison St",zach@carboncollective.co,,Salesforce
10781910,Inactive Investor,Michael Leiden,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,michael.j.leiden@jpmorgan.com,,Salesforce
10882706,Inactive Investor,Patrick Laurient,,J.P. Morgan Securities LLC Monmouth Junction NJ 4180 US Hwy 1,patrick.x.laurient@chase.com,,Salesforce
10764583,Inactive Investor,Matthew Apostolik,Managing Director;Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",mapostolik@ml.com,,Salesforce
9616966,,David Jiles,,,davej@leithwheeler.com,,List import
10829677,Inactive Investor,Timothy Carr,Executive Director - Wealth Management;Senior Portfolio Manager;Wealth Advisor,Morgan Stanley Mequon WI 11501 N Port Washington Rd,tim.carr@morganstanley.com,,Salesforce
10850599,Inactive Investor,Brent Spicuzza,Managing Partner;Owner;Senior Financial Consultant,Summit Wealth Strategies,brent@swsllc.com,,Salesforce
10952187,Inactive Investor,Tridibesh Dutta,,Goldman Sachs & Co.,,,Salesforce
9594496,,Thomas Romano,,,tromano@symmetrypartners.com,,List import
10924913,Inactive Investor,Ryan Felie,,"Empower Financial Services, Inc Irvine CA 3333 Michelson Dr",ryan.felie@empower.com,,Salesforce
10487713,,Andrew Offer,"Chief Executive Officer, General Partner, Regulatory Contact","SHD Management, LLC",aoffer@shdpartners.com,,List Import
11221403,,David Weikert,,,dweikert@seia.com,,List Import
10952689,Inactive Investor,Aigy Hasegawa,,J.P. Morgan Securities LLC Trenton NJ 525 Marketplace Blvd,aigy.g.hasegawa@chase.com,,Salesforce
10815970,Inactive Investor,Andrew Schreurs,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC West Des Moines IA 5745 Raccoon River Dr",andy.schreurs@wellsfargo.com,,Salesforce
9550980,,Irena Nikolova,,,irena.nikolova@suntrust.com,,
9621751,,Kamal Mousavi,,,mousavikamal56@gmail.com,,List import
222728,,Merdad F. Tabrizi,,[Unknown],info@dekruidenkoning.nl,,Direct
9626463,,Kudakwashe Adwell Siyaganda,,,kudasiya6@gmail.com,,List import
11018560,Inactive Investor,Shirley Ogden,Director - Investments,"Lee Financial Company, LLC",sogden@leefin.com,,Salesforce
10985115,Inactive Investor,Raffaele Cardone,Assistant Vice President;Associate Banker,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11014313,Inactive Investor,Olesya Deuchar,,J.P. Morgan Securities LLC Bend OR 61479 S Hwy 97,olesya.deuchar@jpmorgan.com,,Salesforce
11082539,Inactive Investor,Erin Spring,Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",erin.spring@ml.com,,Salesforce
10644101,,Jonathan James,,,johnathan.james@bankerslife.com,,List Import
11055175,Inactive Investor,Paige Marquez,,Fidelity Brokerage Services LLC Albuquerque NM 2100 Louisiana Blvd NE,,,Salesforce
10844602,Inactive Investor,Andrew Sherman,,"Raymond James Financial Services, Inc. Syracuse UT 1317 S 2000 W",andrew.sherman@raymondjames.com,,Salesforce
11087027,Inactive Investor,Brook Beardsley,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,brook.beardsley@thrivent.com,,Salesforce
11270238,,Trenton Davison,,,t.davison8450@gmail.com,,Web Form Fillout
10852650,Inactive Investor,Brendan Sheehan,Financial Advisor,LPL Financial LLC Marlborough MA 11 Apex Dr,brendan.sheehan@lpl.com,,Salesforce
10956126,Inactive Investor,Felix Bertram,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Technology Officer;Founder;Investment Advisor Rep,Bertram Solutions LLC,felix.bertram@bertram.solutions,,Salesforce
10360153,,Reysther Ashly Abad,,,reystherashly.abad@factset.com,,Web form fillout
10613550,,Andrew Kahner,"Financial Advisor, Managing Director - Wealth Management, Senior Vice President - Wealth Management",,andrew.kahner@ubs.com,,List Import
10844414,Inactive Investor,Chad Cook,Chairman;Chief Compliance Officer;Chief Investment Officer;Managing Member;Portfolio Manager,"Old West Investment Management, LLC",ccook@oldwestim.com,,Salesforce
225789,,Helen -,,[[Unknown]],hschance@gmail.com,,Initial Salesforce Import
10818889,Inactive Investor,Regis Rothrauff,,"Wells Fargo Clearing Services, LLC Fredericksburg VA 4246 Plank Rd",regis.rothrauff@wellsfargoadvisors.com,,Salesforce
11165152,Inactive Investor,Samuel Jowers,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",sam.jowers@ml.com,,Salesforce
9625543,,Umesh Akki,,,umesh.akki@gmail.com,,List import
10990173,Inactive Investor,Steven Glick,,"Wells Fargo Clearing Services, LLC San Diego CA 9360 Clairemont Mesa Blvd",,,Salesforce
10901408,Inactive Investor,Tyler Chernack,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",,,Salesforce
9555205,,Darlene Swatik,,,darlene.swatik@uboc.com,,List import
11231097,Inactive Investor,Jessica Culbert,,LPL Financial LLC Derby KS 1501 N Rock Rd,,,Salesforce
11069430,Inactive Investor,Thomas Vonderlieth,,Commonwealth Financial Network Naples FL 3300 Hamlet Dr,tvonderlieth@commonwealth.com,,Salesforce
9590801,,Sum Wing,,,superoshuman@gmail.com,,List import
228665,, -,,[[Unknown]],zeto55@protonmail.com,,
10982214,Inactive Investor,Victor Lopez,,J.P. Morgan Securities LLC Phoenix AZ 17140 N Cave Creek Rd,victor.lopez@jpmorgan.com,,Salesforce
10920228,Inactive Investor,John Wilburn,,Momentum Independent Network Inc. Shreveport LA 900 Pierremont Rd,mwilburn@hilltopnetwork.com,,Salesforce
11100401,Inactive Investor,Clarence King,Managing Director;Member,Boston Financial Management LLC,clarence@bostonfinancialmanagement.com,,Salesforce
11137995,Inactive Investor,Shannon James,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10612766,,Matthew Cruz,Financial Advisor,,matthew.cruz@lpl.com,,List Import
11211410,Inactive Investor,Elliott Freiberg,,"Osaic Wealth, Inc. Fort Washington PA 1300 Virginia Dr",,,Salesforce
10760278,Inactive Investor,Thomas Velasquez,Financial Advisor,"Wells Fargo Clearing Services, LLC Corte Madera CA 770 Tamalpais Dr",velasqte@wellsfargo.com,,Salesforce
10794205,Inactive Investor,Brendan O'Connor,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11006188,Inactive Investor,Amie Friedman,,PFS Investments Inc. Troy MI 637 E Big Beaver Rd,afriedman@primerica.com,,Salesforce
10935225,Inactive Investor,Christine Diruscio,,"Madison Avenue Securities, LLC",cdiruscio@mas-bd.com,,Salesforce
9645551,,John Keeler,,,jck@jckeeler.com,,List import
11148742,Inactive Investor,Ray Kim,,"WestPark Capital, Inc. Irvine CA 2030 Main St",rkim@wpcapital.com,,Salesforce
10869017,Inactive Investor,Heather Chong,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",heather.chong@bofa.com,,Salesforce
10888805,Inactive Investor,Brian Orr,,Cetera Investment Services LLC Topeka KS 3035 SW Topeka Blvd,brian.orr@ceterais.com,,Salesforce
10774983,Inactive Investor,Robert Christiansen,,Cetera Advisor Networks LLC Rancho Cordova CA 3100 Zinfandel Dr,christiansenro@ceteranetworks.com,,Salesforce
10791999,Inactive Investor,Janet Sampson,,"Osaic Wealth, Inc. Frankfort IL 665 Brookside Ln",,,Salesforce
334874,,Daniel Otoole,Senior Vice President,"Meeder Advisory Services, Inc.",dotoole@meederinvestment.com,800-325-3539,Manual List Upload
9546600,,Bryce Alvari,,,bryce.alvari@securitiesamerica.com,,List import
11002632,Inactive Investor,Hannah Southwood,Financial Advisor,Edward Jones Bellefontaine OH 1400 S Main St,hannah.southwood@edwardjones.com,,Salesforce
11154046,Inactive Investor,Daniel White,Financial Planner,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",daniel.white@schwab.com,,Salesforce
9573010,,Mitchell Moore,,,mamoore@ftb.com,,List import
339885,,Laura Schilling,Manager,"Financial Innovations, Llc",laura@financialinnovations.biz,404-458-0065,Manual List Upload
11080193,Inactive Investor,Craig Dekshenieks,,Edward Jones Jacksonville FL 13171 Atlantic Blvd,craig.dekshenieks@edwardjones.com,,Salesforce
11217634,,Michael Clatterbuck,,,michael.clatterbuck@lpl.com,,Other
10768203,Inactive Investor,Girish Shah,,"World Investments, Inc.",girishshah@tfsrep.com,,Salesforce
11047002,Inactive Investor,Thomas Bonorden,,"Maryland Financial Group, Inc.",,,Salesforce
10888273,Inactive Investor,Blair Otterholt,Financial Advisor,Edward Jones Tomahawk WI 211 W Wisconsin Ave,blair.d.otterholt@edwardjones.com,,Salesforce
10962059,Inactive Investor,Nabil Mouannes,,"Wells Fargo Clearing Services, LLC La Jolla CA 8657 Villa la Jolla Dr",,,Salesforce
10882397,Inactive Investor,Richard Baker,,Vanguard Marketing Corporation,richard_baker@vanguard.com,,Salesforce
10896289,Inactive Investor,Kevin Mcmanus,,Goldman Sachs & Co.,,,Salesforce
11012004,Inactive Investor,Samuel Mckee,,Thrivent Investment Management Inc.,samuel.mckee@thrivent.com,,Salesforce
11217925,,Vanessa Islas,,,vanessa.islas@jpmorgan.com,,List Import
10908211,Inactive Investor,Timothy Volz,,State Farm VP Management Corp.,,,Salesforce
9626828,,Connor Taft,,,connortaft95@outlook.com,,List import
11088207,Inactive Investor,James Ortyn,Financial Advisor,LPL Financial LLC Sheboygan WI Private Residence,james.ortyn@lpl.com,,Salesforce
11017957,Inactive Investor,Lucas Baker,Financial Advisor,MarsJewett Financial Group,lucas@marsjewett.com,,Salesforce
10776203,Inactive Investor,Joey McIntyre,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11153008,Inactive Investor,Michael Palmeri,,"Transamerica Financial Advisors, Inc Las Vegas NV 6375 S Pecos Rd",michael.palmeri@tfaconnect.com,,Salesforce
10873143,Inactive Investor,Matthew Lampman,Chief Operating Officer;Executive Vice President,"International Assets Advisory, LLC",mlampman@iaac.com,,Salesforce
10927994,Inactive Investor,Raymeo Rothmund,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10645751,,David Palazzolo,,,davidp@loopcap.com,,List Import
10842260,Inactive Investor,David Mabis,Financial Advisor,"Ameriprise Financial Services, LLC Richland MI 8712 Gull Rd",david.mabis@ampf.com,,Salesforce
10883342,Inactive Investor,Andrew Hayden,Financial Advisor,Edward Jones Aurora CO 25521 E Smoky Hill Rd,aj.hayden@edwardjones.com,,Salesforce
11027210,Inactive Investor,Frederick Scholer,Financial Advisor,LPL Financial LLC Burlington IA 825 N 6th St,fred.scholer@lpl.com,,Salesforce
9571239,,Ch Ch,,,aabbdd88224@gmail.com,,List import
239184,,Rahul Singh,,[Unknown],rahul@bigcare.se,,Direct
10817984,Inactive Investor,Sarah Gardner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",sarah.gardner@schwab.com,,Salesforce
9542612,,Harry MacKenzie,,,harry.mackenzie@accenture.com,,List import
10875709,Inactive Investor,Patricia Reavis,,State Farm VP Management Corp. Oregon WI 797 Market St,,,Salesforce
9601562,,Matthew Delaney,,,matt@whartonbusinessgroup.com,,List import
11166191,Inactive Investor,Zachary Porter,Financial Advisor,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",zachary.porter@equitable.com,,Salesforce
11115144,Inactive Investor,Peter Coulon,,"Cadaret, Grant & Co., Inc.",pcoulon@cadaretgrant.com,,Salesforce
11167959,Inactive Investor,Vanessa Pfaff,Senior Wealth Strategy Associate,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,vanessa.pfaff@ubs.com,,Salesforce
9579362,,Tracy Pizzi,,,tpizzi@yellowwoodpartners.com,,List import
10858490,Inactive Investor,Jonathan Chapman,Regulatory Contact;Senior Advisor;Senior Wealth Advisor;Wealth Advisor,"WJ Interests, LLC",jonathan@wjwealth.com,,Salesforce
10818473,Inactive Investor,Paula Sigue,,J.P. Morgan Securities LLC League City TX 2620 E League City Pkwy,paula.sigue@jpmorgan.com,,Salesforce
10898367,Inactive Investor,Andrew Oddo,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10842397,Inactive Investor,Steven Laraway,Founder;Secretary,LFA,steve@larawayfinancial.com,,Salesforce
11044714,Inactive Investor,Atabu Otobo,,"Avantax Investment Services, Inc. Cypress TX 14518 Miscindy Pl",,,Salesforce
10960864,Inactive Investor,Daniel Rendon,,"First Command Brokerage Services, Inc. Satellite Beach FL 1413 S Patrick Dr",dsrendon@firstcommand.com,,Salesforce
11101146,Inactive Investor,Jason Lindner,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",jason.r.lindner@ml.com,,Salesforce
11166097,Inactive Investor,Daniel Pak,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10847438,Inactive Investor,John Huber,Chief Compliance Officer;Managing Member;Managing Partner,Saber Capital Management LLC,john@sabercapitalmgt.com,,Salesforce
10908725,Inactive Investor,Dimitrios Prassos,Investment Advisor Representative,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",prassos_dimitrios@nlvmail.com,,Salesforce
10924852,Inactive Investor,Gregory Ramirez,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Advisors On Call,info@advisorsoncall.com,,Salesforce
11020961,Inactive Investor,Lyndsey Mouk,,J.P. Morgan Securities LLC Monroe LA 1200 Sterlington Rd,lyndsey.mouk@chase.com,,Salesforce
9606173,,Duncan Tan,,,duncankhtan@gmail.com,,List import
10975305,Inactive Investor,Peter Kotos,Financial Advisor,"Blackridge Asset Management, LLC Ponte Vedra Beach FL Private Residence",,,Salesforce
10835443,Inactive Investor,Jeffrey Wang,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",jwang27@ml.com,,Salesforce
10941715,Inactive Investor,Elbert Taylor,,"Farmers Financial Solutions, LLC San Francisco CA 386 29th St",etaylor1@farmersagent.com,,Salesforce
11181080,Inactive Investor,Minde Lu,,NYLIFE Securities LLC Flushing NY 13620 38th Ave,mlu@ft.newyorklife.com,,Salesforce
11082559,Inactive Investor,Diane Beamer,,"Osaic Wealth, Inc. Ocean View NJ 1314 Rte 9",,,Salesforce
6805686,,Billie N Smith,,,roker10188@ngopy.com,,Web Form Fillout
11171153,Inactive Investor,Phillip Clark,Chief Compliance Officer;President,"OmniStar Financial Group, Inc. Hickory NC 1236 19th Street Ln NW",plclark@omnistarfinancial.com,,Salesforce
11233782,Inactive Investor,Joseph Coombs,,"W&S Brokerage Services, Inc. Cincinnati OH 3860 Race Rd",,,Salesforce
11147698,Inactive Investor,Jared Christensen,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,jared.christensen@fidelity.com,,Salesforce
10894156,Inactive Investor,Jacob Materia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10612133,,Michael Wolff,Financial Advisor,,michaelb.wolff@opco.com,,List Import
9601623,,James Tausz,,,jim@bradfordfinancialcenter.com,,List import
10827108,Inactive Investor,Brett Diamond,,"Steward Partners Investment Solutions, LLC Dallas TX 1920 McKinney Ave",brett.diamond@stewardpartners.com,,Salesforce
10606396,,Nathan Gold,"Executive Director, Senior Wealth Manager","Wells Fargo Clearing Services, LLC",nathanlgold@yahoo.com,212-214-6961,List Import
9600104,,taufiq Sayani,,,taufiqsayani@gmail.com,,List import
10987407,Inactive Investor,Jordan Brake,,"Sanford C. Bernstein & Co., LLC Atlanta GA 3560 Lenox Rd NE",jordan.brake@bernstein.com,,Salesforce
9631908,,Gregory Starving,,,ngkey1@yahoo.com,,List import
10918711,Inactive Investor,Larry Lee,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,larry.lee@primerica.com,,Salesforce
10946146,Inactive Investor,Nicolas Heywood,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Morgantown WV 1399 Stewartstown Rd",nheywood@tiaa.org,,Salesforce
10858827,Inactive Investor,Christine Theroux,Director - Financial Planning,"Osaic Wealth, Inc. Wayland MA 286 Boston Post Rd",,,Salesforce
231208,, -,,[Unknown],dbconner411@gmail.com,,
9558685,,Frank Sardo,,,frank.sardo@suntrust.com,,List import
10949294,Inactive Investor,Michael Carroll,,"Allstate Financial Services, LLC Ocala FL 8075 SW Hwy 200",michaelcarroll@allstate.com,,Salesforce
10804312,Inactive Investor,Todd George,Financial Advisor,Commonwealth Financial Network Warwick RI 300 Metro Center Blvd,,,Salesforce
9570902,,Steven Friedman,,,sfriedman@eospartners.com,,List import
11121879,Inactive Investor,Matthew Watson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cranberry Township PA 2080 Mackenzie Way",,,Salesforce
10894825,Inactive Investor,Liudmila Broich,,Morgan Stanley Miami FL 20807 Biscayne Blvd,luda.broich@morganstanley.com,,Salesforce
9540715,,Heather Sutton,,,hs@kairosventures.com,,List Import
11083766,Inactive Investor,John Whedon,Senior Wealth Strategy Associate;Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,john.whedon@ubs.com,,Salesforce
11091532,Inactive Investor,Scott Heimdahl,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11201739,Inactive Investor,Emmanuel Golloh,,"Hornor, Townsend & Kent, LLC Columbus OH 700 Morse Rd",egolloh@htk.com,,Salesforce
11124538,Inactive Investor,Cindy Hoffman,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Fort Wayne IN 3711 Rupp Dr,cindy.hoffman@thrivent.com,,Salesforce
10991522,Inactive Investor,Lindsay Dollar,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Destin FL 34990 Emerald Coast Pkwy",lindsay.dollar@ml.com,,Salesforce
11206032,Inactive Investor,Julie Willis,,LPL Financial LLC Central SC Private Residence,julie.willis@lplfinancial.com,,Salesforce
10826163,Inactive Investor,Paul Blanco,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
9632481,,Leslie Picker,,,leslie.picker@nbcuni.com,,List import
9570190,,Irina Gorokhova,,,irina.gorokhova@monroevos.com,,List import
10939335,Inactive Investor,Kristopher Philpot,,"Osaic Wealth, Inc. Charlotte NC 4250 Congress St",,,Salesforce
10809856,Inactive Investor,Kristina Johnson,Financial Advisor;Financial Planning Specialist;Lending Specialist;Workplace Advisor - Equity Compensation,Morgan Stanley Manchester NH 1155 Elm St,kristina.kushmerek@morganstanley.com,,Salesforce
10980483,Inactive Investor,Jeffrey Metzger,,"Avantax Investment Services, Inc. Baton Rouge LA 4757 Millwood",,,Salesforce
9545442,,Steve Chen,,,stevechen9895@gmail.com,,List import
10884752,Inactive Investor,Richard Kim,,J.P. Morgan Securities LLC Huntington Beach CA 7830 Edinger Ave,richard.kim@jpmorgan.com,,Salesforce
9602130,,Eiichiro Kuwana,,,ekuwana@cookpinecapital.com,,List import
11072908,Inactive Investor,David Oliver,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",david.oliver@nm.com,,Salesforce
11007974,Inactive Investor,Michael Long,Senior Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Venice FL 218 Harbor Dr S",longmi@stifel.com,,Salesforce
10912678,Inactive Investor,Arthur Arsenault,Financial Consultant,Integrated Wealth Concepts LLC,,,Salesforce
11179231,Inactive Investor,Atul Makharia,,"Centaurus Financial, Inc. Lexington SC 4580 Sunset Blvd",amakharia@cfiemail.com,,Salesforce
9645592,,george chris,,,geochrjr@gmail.com,,List import
10810396,Inactive Investor,Kenneth Aucoin,Financial Advisor,Edward Jones New Orleans LA 1847 Dock St,kenneth.aucoin@edwardjones.com,,Salesforce
9644385,,Sam Goddard,,,sam.h.goddard@gmail.com,,List import
11234033,Inactive Investor,Victor Hernandez,,M. S. Howells & Co. Miami FL 355 Palermo Ave,,,Salesforce
11086551,Inactive Investor,David Hart,Financial Advisor;Owner,Edward Jones Wayland MI 705 W Superior St,david.hart@edwardjones.com,,Salesforce
10810247,Inactive Investor,Ana Saavedra,Financial Advisor,Edward Jones Brattleboro VT 225 Main St,ana.saavedra@edwardjones.com,,Salesforce
161747,,Buddhipriya De Silva,,[Unknown],buddhi.desilva@gmail.com,,
346620,,Steve Sweitzer,CFO,Shepherd Financial Investment Advisory Llc,ssweitzer@shepherdins.com,317-975-5033,Manual List Upload
11155626,Inactive Investor,Anthony Rodriguez,,"City National Securities, Inc.",anthony.rodriguez@cnb.com,,Salesforce
10879128,Inactive Investor,Tariq Jackson,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cumming GA 201 W Main St",tariq.jackson@ml.com,,Salesforce
11024993,Inactive Investor,Ryan Ornellas,Chief Compliance Officer;Chief Operating Officer;Managing Director,Westshore Wealth,ryano@westshorewealth.com,,Salesforce
341264,,Christine Rivera,Secretary,Macquarie Infrastructure Partners,christine.rivera@macquarie.com,212-231-1000,Manual List Upload
10929112,Inactive Investor,Kathryn Henningsen,Financial Planner,"Osaic Wealth, Inc. Bellevue WA 10900 NE 8th St",,,Salesforce
11236781,Inactive Investor,Christopher Hacker,Retirement Plan Advisor;Vice President,"RMR Wealth Builders, Inc. Scottsdale AZ 14301 N 87th St",chacker@rmrwealth.com,,Salesforce
11132984,Inactive Investor,Bella Sirgy,,LPL Financial LLC Anaheim CA 100 S Anaheim Blvd,,,Salesforce
10960048,Inactive Investor,Jaden Morales,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10766421,Inactive Investor,Katie Rudow,Financial Advisor,Morgan Stanley Rochester NY 300 Linden Oaks,katie.rudow@morganstanley.com,,Salesforce
11004090,Inactive Investor,Jennifer Estner,Chief Compliance Officer,"Cable Hill Partners, LLC",jennifer.estner@cablehill.com,,Salesforce
210900,,Jack Leoniff,,A+ Mini Storage,jcklnff@gmail.com,3053358175,
11038300,Inactive Investor,Pierce Livesay,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11210081,Inactive Investor,Emma Preda,,Deutsche Bank Securities Inc.,,,Salesforce
10891078,Inactive Investor,Pigine Braz,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,pigine.brazclark@fmr.com,,Salesforce
10762596,Inactive Investor,Andrew Clark,Family Wealth Director;Financial Advisor;First Vice President,Morgan Stanley Palm Desert CA 74199 El Paseo,andrew.clark@morganstanley.com,,Salesforce
11219669,,Michael Moultrie,,,michael.moultrie@ceterafs.com,,Other
332817,,Nic Cristea,,Corient Capital Partners,nic@corient.com,,
10997246,Inactive Investor,Contance Degler,,"Ameriprise Financial Services, LLC Dallas TX 1717 Main St",,,Salesforce
9644166,,Gev Sark,,,b3q.ru@ya.ru,,List import
10815014,Inactive Investor,David McDonough,Senior Vice President - Wealth Management,"Trilogy Capital, Inc. Hingham MA 1 Derby St",david.mcdonough@trilogyfs.com,,Salesforce
10615780,,Jesse Zaragoza,,,jesse.zaragoza@prudential.com,,List Import
10936863,Inactive Investor,Richard Lim,,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",,,Salesforce
9602790,,Daniel Rosone,,,daniel@ajwealthllc.com,,List import
11034983,Inactive Investor,Adam Wellage,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,adam.wellage@fidelity.com,,Salesforce
10824073,Inactive Investor,Dale Whitmer,Assistant Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,dale.whitmer@morganstanley.com,,Salesforce
10979450,Inactive Investor,Sarah Ashby,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,sarah_ashby@vanguard.com,,Salesforce
11042639,Inactive Investor,Lisa Driscoll,,Hilltop Securities Inc. Boston MA 54 Canal St,lisa.driscoll@hilltopsecurities.com,,Salesforce
11026256,Inactive Investor,Iris Monarch,Financial Advisor;Portfolio Manager,Morgan Stanley Syracuse NY 250 S Clinton St,iris.monarch@morganstanley.com,,Salesforce
10657866,,Antoinette Robles,,,antoinette.robles@jpmorgan.com,,List Import
11000873,Inactive Investor,Noah Larson,Investment Advisor Representative,Lincoln Investment Lakewood NY 110 Mall Blvd,nlarson@lincolninvestment.com,,Salesforce
10771273,Inactive Investor,Annelyn Vitug,,"Wells Fargo Clearing Services, LLC Chesapeake VA 672 Battlefield Blvd N",annelyn.vitug@wellsfargoadvisors.com,,Salesforce
10866275,Inactive Investor,Zenaida Montero,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,zenaida.montero@primerica.com,,Salesforce
10851946,Inactive Investor,Ralph Mitchell,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Principal,"Carthage Financial Group, LLC",,,Salesforce
332322,,Alex Norris,,[Unknown],alex.norris@silver8capital.com,,Organic Search
198983,,Ken Crystal,,Healthcare consultant,ccmedical@me.com,5083809597,
9597603,,John Castle,"Chairman, Chief Executive Officer, Shareholder","Castle Harlan, Inc.",jcastle@castleharlan.com,,List import
199259,,Larry Pelletier,Investment Consultant,"Guidance Point Advisors, LLC",lpelletier@guidancepointllc.com,207-232-4749,
10987940,Inactive Investor,Jackson Gallant,,Commonwealth Financial Network Danvers MA 100 Conifer Hill Dr,jgallant@commonwealth.com,,Salesforce
10779241,Inactive Investor,Christopher Mokros,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11012958,Inactive Investor,Matthew Jones,,"Raymond James Financial Services, Inc. Charleston WV 500 Virginia St E",matthew.jones@raymondjames.com,,Salesforce
10948570,Inactive Investor,Adam Savarese,,"RBC Capital Markets, LLC",,,Salesforce
9613627,,Florian Bergel,,,flodepot-2k13@yahoo.de,,List import
345632,,Ari David,Senior Associate,"Aua Private Equity Partners, Llc",ari.david@auaequity.com,212-231-8600,Manual List Upload
9592684,,Scott Mason,,,smason@rubiconwealth.com,,List import
11111518,Inactive Investor,William Strafford,,LPL Financial LLC South Bend IN 100 N Michigan St,william.strafford@lpl.com,,Salesforce
11065962,Inactive Investor,Robert Joswiak,,State Farm VP Management Corp. Lakeville MN 20838 Holyoke Ave,,,Salesforce
10786404,Inactive Investor,Joan Wetherille,,"Empower Financial Services, Inc Boston MA 100 Federal St",jo.wetherille@gwrs.com,,Salesforce
11054462,Inactive Investor,Stephen Evans,,State Farm VP Management Corp. Southaven MS 230 Goodman Rd E,,,Salesforce
10898186,Inactive Investor,Jorge Lopez,,PFS Investments Inc. Southfield MI 29566 Northwestern Hwy,jorge.lopez@primerica.com,,Salesforce
9601343,,Mark Matos,,,mmatos@hbksorce.com,,List import
9959951,,Michael Powell,,,mp535155@gmail.com,,Web Form Fillout
10828056,Inactive Investor,Andrew Dobies,Financial Advisor,Edward Jones Pittsburgh PA 5700 Corporate Dr,andrew.dobies@edwardjones.com,,Salesforce
11028917,Inactive Investor,Vasu Gupta,,J.P. Morgan Securities LLC Austin TX 165 Hargraves Dr,vasu.gupta@jpmorgan.com,,Salesforce
11115412,Inactive Investor,Ross Hart,Financial Advisor,"Raymond James & Associates, Inc. Newtown PA 5 Caufield Pl",ross.hart@raymondjames.com,,Salesforce
10510215,,Colin Ireland,Head of National Accounts,State Street Global Advisors,colin_ireland@ssga.com,,List Import
221179,,Eric O'Brien,,[Unknown],eric.j.obrien@gmail.com,,
10930969,Inactive Investor,Brian Goldman,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,Success Wealth Management LLC,brian.goldman@successwealth.org,,Salesforce
11101233,Inactive Investor,Kerri Sullivan-Kreiss,Financial Consultant,Commonwealth Financial Network Westborough MA 1700 W Park Dr,ksullivan-kreiss@commonwealth.com,,Salesforce
11093656,Inactive Investor,Cynthia Miller,,Edward Jones Maryland Heights MO 201 Progress Pkwy,cynthia.miller@edwardjones.com,,Salesforce
9553941,,Lucrecio Taveras,,,arturotaveras@gmail.com,,List import
231126,, -,,[[Unknown]],deniseanndykes@gmail.com,,Organic Search
11038276,Inactive Investor,Scott Coopersmith,Financial Planner,Commonwealth Financial Network New City NY 8 Conrad Ln,scoopersmith@commonwealth.com,,Salesforce
10942249,Inactive Investor,Daniel Aroh,Financial Advisor,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,daroh@moneyconcepts.com,,Salesforce
191151,,Carolyn LaRocco,President & Senior Consultant,LCP Institutional,carolyn@lcpinstitutional.com, +1 404 994 7831,Organic Search
10887540,Inactive Investor,Scott Clampitt,Chief Compliance Officer;Investment Advisor,"Scott Clampitt, Registered Investment Advisor",,,Salesforce
10925983,Inactive Investor,Dominick Lanuti,,LPL Financial LLC Buffalo NY 2050 Kensington Ave,dominick.lanuti@lpl.com,,Salesforce
10778276,Inactive Investor,Christie Morgan,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vancouver WA 500 Broadway St",christie.morgan@ml.com,,Salesforce
10974390,Inactive Investor,Catherine Calascione,Owner,Passive Management LLC,,,Salesforce
11000831,Inactive Investor,Mario Sanchez,,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",mario.y.cantor@ampf.com,,Salesforce
11171071,Inactive Investor,Joseph Galloway,Wealth Management Officer,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
10850510,Inactive Investor,Eric Saunders,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",eric.saunders@schwab.com,,Salesforce
9566231,,Ileana Musa,,,ileana.musa@morganstanley.com,,List import
6940211,,Kristy Johnson,,,mafimi5403@youke1.com,,Web Form Fillout
10935283,Inactive Investor,Virginia Riesing,Chief Compliance Officer;Treasurer;Vice President,"Skylands Capital, LLC",,,Salesforce
11181909,Inactive Investor,Edwin Peacock,,"ValMark Securities, Inc. Charlotte NC 1115 E Morehead St",,,Salesforce
11037977,Inactive Investor,Douglas Smedley,,PFS Investments Inc. Ballwin MO 13545 Barrett Pkwy Dr,dsmedley@primerica.com,,Salesforce
10810679,Inactive Investor,Lechelle Moore,Senior Vice President - Wealth Management,UBS Financial Services Inc. Nashville TN 3102 West End Ave,lechelle.moore@ubs.com,,Salesforce
10926367,Inactive Investor,Brett Jones,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Mission Viejo CA 27201 Puerta Real",brett.jones@schwab.com,,Salesforce
10978765,Inactive Investor,Curtis Parker,Chief Compliance Officer;Portfolio Manager,Mason Westbridge Asset Management LLC,,,Salesforce
11131271,Inactive Investor,Olivia Kennedy,Senior Financial Advisor,"Osaic Institutions, Inc. Homestead PA 500 E Waterfront Dr",,,Salesforce
351091,,Barrett Toole,Vice President,"Stellus Capital Management, Llc",btoole@stelluscapital.com,713-292-5400,Manual List Upload
10979119,Inactive Investor,Sarah Drake,,LPL Financial LLC Fairhaven MA 252 Sconticut Neck Rd,sarah.drake@lpl.com,,Salesforce
11167753,Inactive Investor,Ryan McDonough,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Norwell MA 141 Longwater Dr,ryan.mcdonough@morganstanley.com,,Salesforce
148412,,Darius Griffin,,[Unknown],griffin_darius@me.com,,Organic Search
10854859,Inactive Investor,Kenneth Gutwillig,Chief Compliance Officer;Chief Investment Officer;Partner,"Financial Decisions, LLC",ken@findec.net,,Salesforce
9587588,,Brian Pugal,,,brianp@rfgltd.com,,List import
11080337,Inactive Investor,Kenneth Frost,Division Leader;Vice President,PFS Investments Inc. Cedar Falls IA 2302 W 1st St,kenneth.frost@primerica.com,,Salesforce
10770296,Inactive Investor,Jeffrey Lamp,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",jeffrey.e.lamp@wellsfargo.com,,Salesforce
10982380,Inactive Investor,Ronald Traboulsi,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",ronald.traboulsi@usbank.com,,Salesforce
11077290,Inactive Investor,Brenda Caballero,,Cetera Investment Services LLC Dumas TX 500 E 1st St,brenda.caballero@ceterais.com,,Salesforce
11197915,Inactive Investor,Tristan Gunson,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,tristan.gunson@jpmorgan.com,,Salesforce
10374534,,Ian Athersych,,,ian.athersych@sky.com,,Web Form Fillout
10781675,Inactive Investor,Valrodeana Hall,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9565222,,Gregory Carpentier,,,gpcarpentier@gmail.com,,List import
9560915,,KOLIJDA WASO,,,kojopiv520@fom8.com,,List import
11162136,Inactive Investor,Theodore Giuliano,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC,tgiuliano@nb.com,,Salesforce
10820886,Inactive Investor,Brendan Rafalski,,LPL Financial LLC Darien CT 320 Post Rd,brendan.rafalski@lpl.com,,Salesforce
10975308,Inactive Investor,Rebecca Soltys,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
244485,,Rebecca Wilde,Managing Director,StockSnips,rebecca@stocksnips.net,17862234234,Manual List Upload
10768169,Inactive Investor,Charles Morrison,,PFS Investments Inc. Hattiesburg MS 110 S 37th Ave,charles.morrison@primerica.com,,Salesforce
202412,,Seung Hyun Ko,,[Unknown],ko.seunghyun@gmail.com,,
11186041,Inactive Investor,Jon McGrew,Financial Advisor,"RBC Capital Markets, LLC Lincoln NE 8800 Firethorn Ln",jon.mcgrew@rbc.com,,Salesforce
10823924,Inactive Investor,Kenneth Rickelman,Financial Advisor,Commonwealth Financial Network Evansville IN 21 SE 3rd St,krickelman@commonwealth.com,,Salesforce
10984985,Inactive Investor,Cynthia Yamamoto,,PFS Investments Inc. Troy MI 801 W Big Beaver Rd,cynthia.perri@primerica.com,,Salesforce
10895959,Inactive Investor,Matthew Broadley,,J.P. Morgan Securities LLC Boston MA 160 Federal St,,,Salesforce
10903042,Inactive Investor,Richard Maggio,,Stonex Securities Inc. Cleveland OH 5250 Transportation Blvd,richard.maggio@saswealth.com,,Salesforce
9640400,,Jim Steinbugl,,,jstein19@jhu.edu,,List import
10843367,Inactive Investor,William O'Brien,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",william.g.obrien@wellsfargoadvisors.com,,Salesforce
10812003,Inactive Investor,Patti Kelly,Financial Advisor,Thrivent Investment Management Inc. Mankato MN 424 N Riverfront Dr,patti.kelly@thrivent.com,,Salesforce
188552,,Fatt choi Chong,,[Unknown],dhammapala@hotmail.my,,
10807387,Inactive Investor,David Esham,Branch Manager;Executive Director;Senior Investment Management Consultant,Morgan Stanley Salisbury MD 150 W Market St,david.esham@morganstanley.com,,Salesforce
11162167,Inactive Investor,Kenneth Novak,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",kenneth.novak@raymondjames.com,,Salesforce
11230047,Inactive Investor,Alonso Bibiano,,"Northwestern Mutual Investment Services, LLC Kennewick WA 8479 W Clearwater Ave",alonso.bibiano@nm.com,,Salesforce
9552103,,Mario Giovannucci,,,mario.giovannucci@securitiesamerica.com,,List import
11071033,Inactive Investor,Scott Buck,,LPL Financial LLC Stow OH 3814 Greentree Rd,scott.buck@lpl.com,,Salesforce
11120933,Inactive Investor,Alexander Scheier,,Goldman Sachs & Co. Boston MA 125 High St,alexander.scheier@gs.com,,Salesforce
11033694,Inactive Investor,Marcos Esparza,,"Farmers Financial Solutions, LLC Round Rock TX 301 Hesters Crossing Rd",mesparza@farmersagent.com,,Salesforce
11001234,Inactive Investor,Kennon Tyre,Financial Professional,"Equitable Advisors, LLC Jacksonville FL 225 Water St",kennon.tyre@equitable.com,,Salesforce
9592628,,Juan Colon,,,nyccolon@gmail.com,,List import
10802300,Inactive Investor,Nancy Farias,Practice Manager,"Raymond James & Associates, Inc. Naples FL 8889 Pelican Bay Blvd",nancy.farias@raymondjames.com,,Salesforce
9563730,,Grace Zhang,,,gracezhang@merdeka.com.hk,,List import
10488165,,Kevin Clements,"Financial Advisor, Portfolio Management Director, Senior Vice President",Morgan Stanley,kevin.m.clements@morganstanley.com,,List Import
10880096,Inactive Investor,Joseph Niederee,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Omaha NE 14301 FNB Pkwy",joseph.niederee@tiaa.org,,Salesforce
10985945,Inactive Investor,Andrew Edwards,,Vanguard Marketing Corporation,andrew_edwards@vanguard.com,,Salesforce
11086428,Inactive Investor,Matthew Junstrom,,J.P. Morgan Securities LLC Twinsburg OH 9023 Darrow Rd,matthew.junstrom@jpmorgan.com,,Salesforce
10972440,Inactive Investor,Jason Eaves,,Cetera Advisors LLC Mansfield OH 1 Marion Ave,jason.eaves@ceteraadvisors.com,,Salesforce
22765,,Tim Riley,,Self,gtimriley@gmail.com,,
336817,,Gloria Pozzini,"Director, Secretary, Treasurer","Financial Dimensions Group, Inc.",gloria.pozzini@fdg-advisors.com,651-481-6280,Manual List Upload
10852091,Inactive Investor,Martin Mulligan,Chief Compliance Officer;Financial Planner,Payant Wealth Management Group,jmulligan@payantwealthmanagementgroup.com,,Salesforce
9607254,,Keenan Bradley,,,keenanbradley14@gmail.com,,List import
9552194,,Richard Dehner,,,richard.dehner@voyafa.com,,List import
11189870,Inactive Investor,Timothy White,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
9594622,,william kaye,,,wskaye@pacgrp.com,,List import
11206645,Inactive Investor,Joshua Donley,Wealth Manager,LPL Financial LLC Winston Salem NC 4505 Country Club Rd,joshua.donley@lpl.com,,Salesforce
10992150,Inactive Investor,Robert Outen,Associate Wealth Advisor,"Kuhn Advisors, Inc.",,,Salesforce
9577102,,Everald Johnson,,,everaljohnconnect@gmail.com,,List import
10790374,Inactive Investor,Jennifer Howard,,"Stifel, Nicolaus & Company, Incorporated Chattanooga TN 412 Georgia Ave",,,Salesforce
10810868,Inactive Investor,Darrel Dacunha,Financial Advisor,"Ameriprise Financial Services, LLC Hingham MA 18 Shipyard Dr",darrel.a.dacunha@ampf.com,,Salesforce
11238509,Inactive Investor,Jordan Rider,,V Wealth Advisors,jordan.rider@vwealth.com,,Salesforce
10494351,,Jeffrey Rupp,"Chief Compliance Officer, Managing Director","View Capital RIA, LP",jrupp@view-cap.com,,List Import
11059389,Inactive Investor,Samuel Humphreys,Financial Advisor,Strategic Advisory Services,,,Salesforce
10791104,Inactive Investor,Ginger Ward,Financial Advisor;Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Wilmington DE 20 Montchanin Rd,ginger.ward@ubs.com,,Salesforce
11121199,Inactive Investor,Michael Chesler,,"Western International Securities, Inc. Los Angeles CA 12400 Wilshire Blvd",mchesler@wisdirect.com,,Salesforce
351508,,Carmel Fontana,Member,"Chadler Investment Advisory Solutions, Llc",cfontana@chadlersolutions.com,732-595-2200,Manual List Upload
10920947,Inactive Investor,Georgeanna Whitley,,"Allstate Financial Services, LLC Havelock NC 204 Stonebridge Sq",georgeannagarcia@allstate.com,,Salesforce
10762116,Inactive Investor,Patricia Delk,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",trish.delk@rbc.com,,Salesforce
10827902,Inactive Investor,Shane Cohen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,shane.cohen@fidelity.com,,Salesforce
9545647,,Aya Keilani,,,ayakeilani@hotmail.com,,List import
11076802,Inactive Investor,Garrett Beauvais,Investment Advisor;Partner;Portfolio Manager,"MarketTrend Advisors, Ltd.",gbeauvais@markettrendadvisors.com,,Salesforce
11026691,Inactive Investor,John Edgecomb,Vice President - Investments,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",john.edgecomb@raymondjames.com,,Salesforce
347391,,Steve Weidman,Commissions Manager,"Global View Capital Management, Ltd",sweidman@gvcaponline.com,262-650-1030,Manual List Upload
10941026,Inactive Investor,James Hoskins,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Las Vegas NV 8875 W Flamingo Rd",james.hoskins@tfaconnect.com,,Salesforce
10778829,Inactive Investor,Michael Koechner,Financial Advisor;Senior Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,michael.koechner@morganstanley.com,,Salesforce
10967519,Inactive Investor,Joel Tweddle,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10763966,Inactive Investor,Shelley Ullman,,Citigroup Global Markets Inc.,shelley.ullman@citi.com,,Salesforce
11152012,Inactive Investor,Gene Wing,,"Avantax Investment Services, Inc. Stanley ND 120 S Main St",wingg@myavantax.com,,Salesforce
11162523,Inactive Investor,Jose Albuquerque,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jssilvaalbuq@ft.newyorklife.com,,Salesforce
10814571,Inactive Investor,Henry Mayer,Vice President,"Raymond James & Associates, Inc. Lafayette LA 1220 Camellia Blvd",henry.mayeriii@raymondjames.com,,Salesforce
230424,,Darcy -,,Darcy [[Unknown]],darcy_38@yahoo.com,,
342488,,Reed Dinan,Director,"L & B Realty Advisors, Llp",rdinan@lbrealty.com,214-989-0800,Manual List Upload
11122789,Inactive Investor,John Ancona,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,john.g.ancona@jpmorgan.com,,Salesforce
229207,,Betty J Veney -,,Betty J Veney [[Unknown]],bjveney@gmail.com,,
10882796,Inactive Investor,Paul Mittman,Financial Advisor,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",paul.mittman@raymondjames.com,,Salesforce
11260783,Inactive Investor,Tonya Coutant,,"APW Capital, Inc.",tonya@aurorapw.com,,Salesforce
11062908,Inactive Investor,Jeffrey Sundquist,,"Farmers Financial Solutions, LLC San Jose CA 2695 Moorpark Ave",jsundquist@farmersagent.com,,Salesforce
11085547,Inactive Investor,Edward Galvin,Portfolio Specialist,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",edward.galvin@raymondjames.com,,Salesforce
11047693,Inactive Investor,Michael Coirin,President,"Foundations Financial Planning, LLC",,,Salesforce
248238,,Lauren Hershman,Director,Amber Group,lauren.hershman@ambergroup.io,,Manual List Upload
11059459,Inactive Investor,David Roosevelt,Co-Founder;Managing Member;Regulatory Contact,Roosevelt Capital Management LLC,david.roosevelt@rooseveltcapitalmanagement.com,,Salesforce
10965613,Inactive Investor,Andrew Ulrich,,LPL Financial LLC Cleveland OH 16600 W Sprague Rd,andrew.ulrich@lpl.com,,Salesforce
11211646,Inactive Investor,Nicolas Guerrero Campos,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11167463,Inactive Investor,Patrick Marcotullio,,"Saybrus Equity Services, LLC Southington CT Private Residence",bmarcotullio@saybruspartners.com,,Salesforce
11011903,Inactive Investor,Ligaya Guderian,Branch Manager;Investment Associate,"RBC Capital Markets, LLC Los Angeles CA 1901 Avenue of the Stars",ligaya.guderian@rbc.com,,Salesforce
10947261,Inactive Investor,Steven Lam,,"Wells Fargo Clearing Services, LLC Baldwin Park CA 14460 Merced Ave",steven.lam@wellsfargo.com,,Salesforce
10407885,,bowazi kayinga,,,kayinga1981@gmail.com,,Web Form Fillout
248912,,Christopher McMahon,Global Brand Media Director,crypto.com,christopher.mcmahon@crypto.com,,Manual List Upload
11105033,Inactive Investor,Steven D'Amico,Corporate Retirement Director;Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Westport CT 500 Post Road E,steven.damico@morganstanley.com,,Salesforce
11212412,Inactive Investor,Michael Cowgill,,J.P. Morgan Securities LLC Canal Winchester OH 6314 Gender Rd,michael.j.cowgill@jpmorgan.com,,Salesforce
10746026,,Brendan Moran,,,garlic.bread@sky.com,,Web Form Fillout
10754099,Inactive Investor,Mary Fernandez,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",grisel.fernandez@wellsfargo.com,,Salesforce
10785276,Inactive Investor,Eric Dexter,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Portland ME 1 Portland Sq",eric.dexter@alexbrown.com,,Salesforce
11209720,Inactive Investor,Ben W Young,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,benyoung.team@fidelity.com,,Salesforce
10843827,Inactive Investor,William Venzke,Financial Advisor,Edward Jones Des Moines WA 22201 Marine View Dr S,jay.venzke@edwardjones.com,,Salesforce
10852457,Inactive Investor,Eric Hefte,,Cetera Investment Services LLC Baton Rouge LA 8550 United Plaza Blvd,eric.hefte@ceterainvestors.com,,Salesforce
10954578,Inactive Investor,Karina Gamez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,karina.gamez@jpmorgan.com,,Salesforce
11001323,Inactive Investor,Robert Mabee,,LPL Financial LLC,robert.mabee@lpl.com,,Salesforce
9595781,,Craig Belisle,,,cbelisle@wealthenhancement.com,,List import
119975,,Keith Hubble,Financial Consultant,"Thrivent Advisor Network, LLC",keith.hubble@thrivent.com,309-693-1526,
11203238,Inactive Investor,Alexander Brown,Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",,,Salesforce
11104982,Inactive Investor,Benjamin Needham,,Morgan Stanley,,,Salesforce
10977748,Inactive Investor,Vera Boadu,,"Wells Fargo Clearing Services, LLC Atlanta GA 300 Ashwood Pkwy",,,Salesforce
7030534,,nader khazaei,,,cryptocurency58@gmail.com,,Web form fillout
11209442,Inactive Investor,Anthony Krcmar,Chief Compliance Officer;Chief Operating Officer;Managing Member,Paisley Financial LLC,akrcmar@paisleyfinancial.com,,Salesforce
10940037,Inactive Investor,Lucas Rodrigues Alves,,Goldman Sachs & Co.,,,Salesforce
10949113,Inactive Investor,William Lonardo,,Fidelity Brokerage Services LLC,,,Salesforce
10893710,Inactive Investor,William Buchman,Client Specialist,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,wbuchman@rwbaird.com,,Salesforce
9617288,,Robert Sanow,,,robert@sanow.de,,List import
10967487,Inactive Investor,Brennan Andrews,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,brennan.andrews@fidelity.com,,Salesforce
10801265,Inactive Investor,James Myers,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",rusty_myers@ml.com,,Salesforce
11163678,Inactive Investor,Sean Traverso,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 150 Broadway",sean.traverso@ml.com,,Salesforce
9568027,,Logan Offner,,,loffner@financialguide.com,,List import
9574123,,Frank S,,,sigueugis@gmail.com,,List import
10596136,,Anthony Han,,,anthony.han@alexbrown.com,,Web Form Fillout
10832233,Inactive Investor,Carrie Fleisher,Chief Compliance Officer,Garlikov Advisors Inc,clf@garlikovcompanies.com,,Salesforce
11112873,Inactive Investor,Philip Rutigliano,,Newbridge Securities Corporation Montvale NJ 135 Chestnut Ridge Rd,prutigliano@newbridgesecurities.com,,Salesforce
10892816,Inactive Investor,Clifford Kim,Associate Managing Director,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",clifford.kim@prudential.com,,Salesforce
10840681,Inactive Investor,Christian Moore,,Cetera Investment Services LLC Lexington KY 201 E Main St,noel.moore@ceterainvestors.com,,Salesforce
10890986,Inactive Investor,Brandon Cowart,Investment Advisor Representative,"Osaic Wealth, Inc. Jacksonville FL 4745 Sutton Park Ct",bcowart@osaicwealth.com,,Salesforce
10767150,Inactive Investor,Robert Mueller,Senior Customer Service Representative,Morgan Stanley Westport CT 500 Post Road E,robert.k.mueller@morganstanley.com,,Salesforce
10997598,Inactive Investor,Andrew Abanoub Nairooz,Financial Advisor,"Equitable Advisors, LLC Jersey City NJ Private Residence",andrew.nairooz@equitable.com,,Salesforce
11143709,Inactive Investor,Andrew Ramir,,"Farmers Financial Solutions, LLC Chicago IL 3025 N Western Ave",,,Salesforce
11202574,Inactive Investor,Michael Kalscheur,Partner;Wealth Manager,Creative Planning Indianapolis IN 9820 Westpoint Dr,michael.kalscheur@creativeplanning.com,,Salesforce
10864244,Inactive Investor,Ronald Hyatt,,"Osaic Wealth, Inc. Saint Petersburg FL Private Residence",rhyatt@osaicwealth.com,,Salesforce
11024775,Inactive Investor,Aidan Knox,Consultant,LPL Financial LLC,aidan.knox@lpl.com,,Salesforce
11158319,Inactive Investor,Mason Gonzales,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10907438,Inactive Investor,Belinda Alonso,,J.P. Morgan Securities LLC Sarasota FL 1836 Fruitville Rd,,,Salesforce
11025657,Inactive Investor,Nathan Price,,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",nathan.price@ampf.com,,Salesforce
9623140,,Manzoor Chan basha,,,manzoorchanbasha4@gmail.com,,List import
10863433,Inactive Investor,Joel Schrimpf,Financial Advisor,Focus Financial Minneapolis MN 401 N 3rd St,jschrimpf@focusfinancial.com,,Salesforce
10994356,Inactive Investor,Daniel Piccirillo,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",daniel.piccirillo@prudential.com,,Salesforce
10886811,Inactive Investor,Christopher Pierce,Financial Advisor,Park Avenue Securities LLC Mobile AL Private Residence,christopher_pierce@glic.com,,Salesforce
10647565,,Michael Profenius,,,mprofenius@northwoodinvestors.com,,List import
11016329,Inactive Investor,Marcelo Oliveira,,"Osaic Wealth, Inc. San Jose CA 1762 Technology Dr",,,Salesforce
10773322,Inactive Investor,Robert Gerbe,Owner,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,robert.gerbe@primerica.com,,Salesforce
11161783,Inactive Investor,Antonio Olmedo,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
242014,,Dana Rhodes,"SVP, Advisory Services",Sigma Planning Corp,drhodes@bdops.com,,Event
10997321,Inactive Investor,Phoebe Yu,,J.P. Morgan Securities LLC Flushing NY 16320 Northern Blvd,phoebe.yu@jpmorgan.com,,Salesforce
11173055,Inactive Investor,Benton Heinzelmann,,"Energy Domain Securities, LLC Fort Worth TX 1633 Rogers RD",,,Salesforce
160343,,greg burrowes,,[Unknown],goatbuck44@gmail.com,,Direct
9575300,,Timothy D'Angelo,,,tim.dangelo@securitiesamerica.com,,List import
167001,,Vincent Ramoutar,,[Unknown],vincent.ramoutar@gmail.com,,Organic Search
11204840,Inactive Investor,Richard Alexander,Managing Director,Stephens Austin TX 100 Congress Ave,ralexander@stephens.com,,Salesforce
11193680,Inactive Investor,Michael Kira,,UBS Financial Services Inc. Riverside CA 3390 University Ave,michael.kira@ubs.com,,Salesforce
11078718,Inactive Investor,Megan Joy Farley,,J.P. Morgan Securities LLC New York NY 277 Park Ave,megan-joy.farley@jpmorgan.com,,Salesforce
7408609,,Jayson reinvent,,,predovicalexandria138@gmail.com,,Web form fillout
11059560,Inactive Investor,Steven Golenberke,,J.P. Morgan Securities LLC Painesville OH 25 Fairgrounds Rd,,,Salesforce
9642416,,Rubens Maluf,,,rubens.h.maluf@gmail.com,,List import
11144271,Inactive Investor,Michael Hines,,LPL Financial LLC Newnan GA 44 Perry St,mike.hines@lpl.com,,Salesforce
11071823,Inactive Investor,John Ehardt,Financial Advisor,LPL Financial LLC Traverse City MI 1925 Coral Ln,john.ehardt@lpl.com,,Salesforce
10618077,,Antanas Mikuzis,,,tony.mikuzis@bofa.com,,List Import
9576330,,Vanessa Terzian,,,vanessaterzian@gmail.com,,List import
9624455,,Luke Beckman,,,beckmanweldco.ltd@gmail.com,,List import
10862414,Inactive Investor,Gary Hasse,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",gary.hasse@wellsfargo.com,,Salesforce
347544,,Timothy Weglicki,Passive Shareholder,"Passive Capital Management, Llc",jfarber@passivecapital.com,315-478-3130,Manual List Upload
10874065,Inactive Investor,Amin Antoine,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
11008130,Inactive Investor,Chad Alvarado,Market Director,Thrivent Investment Management Inc. Gig Harbor WA 3413 56th St,chad.alvarado@thrivent.com,,Salesforce
10980910,Inactive Investor,Dwight Brumley,,PFS Investments Inc. Pensacola FL 2803 E Cervantes St,dwight.brumley@primerica.com,,Salesforce
11154032,Inactive Investor,Joann Jolly,,"Charles Schwab & Co., Inc. Saint Peters MO Private Residence",,,Salesforce
10767872,Inactive Investor,Trevor Sutterfield,Chief Executive Officer;President;Regulatory Contact,"Sutterfield Financial Group, Inc.",trevor@sutterfieldfinancial.com,,Salesforce
9568229,,John -,,,john9490@hotmail.com,,List import
371415,,James Crane,,United States,jkc42012g@yahoo.com,,Google Natural Search
11121601,Inactive Investor,Frances Palaszczuk,Wealth Relationship Manager,Citigroup Global Markets Inc. New York NY 170 W 72nd St,frances.palaszczuk@citi.com,,Salesforce
10833576,Inactive Investor,David Connolly,Financial Advisor,Robert W. Baird & Co. Incorporated Easton MD 218 N Washington St,dconnolly@rwbaird.com,,Salesforce
10826850,Inactive Investor,Veronica Aguirre,Financial Advisor,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",veronica.aguirre@raymondjames.com,,Salesforce
9571071,,Chris Andryski,,,chris.andryski@securitiesamerica.com,,List import
10510545,,Matt Kaufman,"SVP, Head of ETFs",Calamos Investments,mkaufman@calamos.com,,List Import
9620586,,Lionel Arbey,,,lionel_arbey@hotmail.com,,List import
9638997,,Janine Purcaro,,,jpurcaro@ias.edu,,List import
232347,, -,,[[Unknown]],ks.rohit10@gmail.com,,
10935128,Inactive Investor,Michael Swanson,,Innovation Partners LLC,mswanson@innovationpartnersllc.com,,Salesforce
340333,,Katerina Dimitriadis,,"Arden Fund Management, Llc",kmd@philadelphiaresidences.com,215-735-1313,Manual List Upload
10885807,Inactive Investor,Matthew Molnar,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 5550 SW Macadam Ave",matthew.molnar@ampf.com,,Salesforce
10907665,Inactive Investor,Christopher Picone,,"Avantax Investment Services, Inc. Bohemia NY 600 Johnson Ave",,,Salesforce
10965397,Inactive Investor,Crystal Farris,Client Associate,"Wells Fargo Advisors Financial Network, LLC Richmond VA 9020 Stony Point Pkwy",,,Salesforce
192643,,Johan Hermansson,,[[Unknown]],johan.hermansson@gmail.com,,Initial Salesforce Import
10836895,Inactive Investor,Heather Hickman,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",heather.watts@raymondjames.com,,Salesforce
11125027,Inactive Investor,Michael Rizzo,,"Wells Fargo Clearing Services, LLC Scottsdale AZ 34502 N Scottsdale Rd",,,Salesforce
11199493,Inactive Investor,Eric Newby,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Scottsdale AZ 14350 N 87th St",,,Salesforce
10991059,Inactive Investor,Brandon Amaral,Financial Planner;Founder,Amaral Financial Planning,brandon@amaralfp.com,,Salesforce
11014030,Inactive Investor,Yichen Zhang,,J.P. Morgan Securities LLC Plano TX 161 W Spring Creek Pkwy,yichen.zhang@jpmorgan.com,,Salesforce
244876,,Randy Lambert,"EVP, Tech Operations",Orion,randy@orion.com,14028967117,Manual List Upload
10778031,Inactive Investor,Erin Campbell,,PNC Investments Logansport IN 1 Cass City Ctr,erin.campbell@pnc.com,,Salesforce
11145188,Inactive Investor,Susan Leuver,Branch Service Officer,Morgan Stanley Orland Park IL 15341 S 94th Ave,,,Salesforce
10768837,Inactive Investor,David Strickland,,"Raymond James Financial Services, Inc.",david.strickland@raymondjames.com,,Salesforce
10953825,Inactive Investor,Chase Tomlin,,Goldman Sachs & Co.,,,Salesforce
10762747,Inactive Investor,Marianne Piscitelli,Financial Planning Specialist;Senior Registered Associate,Morgan Stanley Geneva NY 821 Pre Emption Rd,marianne.r.piscitelli@morganstanley.com,,Salesforce
10816340,Inactive Investor,Wendy Buchanan,Managing Director,"Wells Fargo Advisors Financial Network, LLC Nacogdoches TX 1323 N University Dr",wendy.buchanan@wellsfargoadvisors.com,,Salesforce
11051849,Inactive Investor,Drew Peterson,,Witnauer Sloan & Associates LLC,drewp@witnauer-sloan.com,,Salesforce
11037768,Inactive Investor,Stephen Smiechowski,,Fidelity Brokerage Services LLC,,,Salesforce
11116596,Inactive Investor,Jared Smith,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
5457783,,Terrance Lewis,,,dejune210@gmail.com,,Web Form Fillout
9541879,,Brandon Roth,,,kaytyroth@gmail.com,,List import
11189059,Inactive Investor,Brenden Rogers,,Jefferies LLC San Francisco CA 101 California St,brogers@jefferies.com,,Salesforce
11162408,Inactive Investor,Sam Mazzotti,Financial Advisor,Edward Jones Cape Coral FL 2104 Del Prado Blvd S,sam.mazzotti@edwardjones.com,,Salesforce
11042507,Inactive Investor,Cheyana Gribble,,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
11126316,Inactive Investor,John Ruggiero,,LPL Financial LLC Oak Brook IL 1200 Harger Rd,john.ruggiero@lpl.com,,Salesforce
11209666,Inactive Investor,Andrew Schwartz,Managing Partner,"Madison Advisory Services, Inc.",aschwartz@madisonplanning.com,,Salesforce
10937511,Inactive Investor,Stephen Masula,Chief Compliance Officer;President,"Advisors Wealth Management, Inc",steve@advisorsfn.com,,Salesforce
9575245,,Barbara House,,,barbara.house@pnc.com,,List import
10489358,,David Goldberg,Senior Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,david.goldberg@ubs.com,469-440-0555,List Import
11052508,Inactive Investor,Lyn Cushman,,Invicta Capital LLC Monroeville PA 2790 Mosside Blvd,,,Salesforce
11108732,Inactive Investor,Jon Henderson,Financial Advisor,LPL Financial LLC Plymouth MA 94 Court St,jon.henderson@lpl.com,,Salesforce
11005980,Inactive Investor,James King,Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,jim.king@corient.com,,Salesforce
10611835,,Oliver Pursche,"Advisor, Senior Vice President",,oliver.pursche@wealthspire.com,,List Import
10966913,Inactive Investor,Fidelma-Leonor Farinas-Cobas,International Wealth Manager;Senior Vice President,PNC Investments Fayetteville AR Private Residence,,,Salesforce
10796152,Inactive Investor,Gregory Horstman,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,gregory.horstman@lpl.com,,Salesforce
11176566,Inactive Investor,Blake Summarell,Financial Advisor,Edward Jones Paducah KY 4720 Village Square Dr,blake.summarell@edwardjones.com,,Salesforce
11026017,Inactive Investor,Robert Solari,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",robert.v.solari@nm.com,,Salesforce
10934752,Inactive Investor,Dennis Sidebotham,,"Investment Network, Inc.",dsidebotham@invnetinc.com,,Salesforce
10892960,Inactive Investor,Amy Mckinley,Wealth Advisor,LPL Financial LLC Wichita KS 230 S Maize Rd,amy.mckinley@lpl.com,,Salesforce
11195602,Inactive Investor,Lauren Novak,,"Cambridge Investment Research, Inc. Pikesville MD 4 Reservoir Cir",,,Salesforce
11038628,Inactive Investor,Delsin Varian-Gonzalez,,Fidelity Brokerage Services LLC Walnut Creek CA 2001 N Main St,,,Salesforce
9553192,,Luis Taveras,,,ltaveras75@gmail.com,,List import
11133199,Inactive Investor,Michael Jerding,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",michael_jerding@ml.com,,Salesforce
10879834,Inactive Investor,Benjamin Parker,,Cetera Investment Services LLC Covington LA 200 Covington Ctr,,,Salesforce
11105218,Inactive Investor,Taylor Novak,Financial Advisor,Edward Jones Santa Rosa CA 1410 Neotomas Ave,taylor.novak@edwardjones.com,,Salesforce
11083208,Inactive Investor,Jack Gindler,,"Concourse Financial Group Securities, Inc. Austin TX 100 E Anderson Ln",jack.gindler@concoursefinancial.com,,Salesforce
10800473,Inactive Investor,Steven Schiermeyer,,"FBL Marketing Services, LLC Geneva NE 960 S 13th St",steven.schiermeyer@fblfinancial.com,,Salesforce
10942333,Inactive Investor,Jinyun Tang,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9594137,,Anka Vidacic,,,anka.vidacic@stewardpartners.com,,List import
10803101,Inactive Investor,Joshua Peterson,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",joshua.peterson@wellsfargoadvisors.com,,Salesforce
11182267,Inactive Investor,Robert Katz,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",robert.katz@wellsfargoadvisors.com,,Salesforce
11042150,Inactive Investor,Shawn Campas,,"Osaic Wealth, Inc. Novato CA 1500 Grant Ave",,,Salesforce
10787534,Inactive Investor,Mark McCormick,,J.P. Morgan Securities LLC Ann Arbor MI 3500 Plymouth Rd,mark.e.mccormick@jpmorgan.com,,Salesforce
11154719,Inactive Investor,Randall Stewart,Financial Advisor,LPL Financial LLC Columbia MO 3310 Bluff Creek Dr,randall.stewart@lpl.com,,Salesforce
10970836,Inactive Investor,Brent Kochel,,Lombard Securities Incorporated Anna IL 139 W Vienna St,bkochel@golombard.com,,Salesforce
10973182,Inactive Investor,Molly Munneke,,Fidelity Brokerage Services LLC,,,Salesforce
9573827,,Ming Ke,,,mke@financialguide.com,,List import
9614291,,Ryaz Shariff,,,rshariff@primevestcapital.ca,,List import
347046,,Stella Pang,Shareholder,Epg Incorporated,spang@epgadv.com,781-235-2666,Manual List Upload
9631565,,Kase Ahner,,,kastor2468@gmail.com,,List import
10982624,Inactive Investor,Brandon Strebel,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11020778,Inactive Investor,Khang Chau,Wealth Management Banker,"U.S. Bancorp Investments, Inc. San Jose CA 1099 Lincoln Ave",khang.chau@usbank.com,,Salesforce
11099608,Inactive Investor,Vanessa Lee,Advisor,"TCI Wealth Advisors, Inc. Scottsdale AZ 6929 E Greenway Pkwy",vanessa.lee@tciwealth.com,,Salesforce
11092784,Inactive Investor,Gary Nagy,Financial Advisor,Edward Jones Grand Junction CO 225 N 5th St,gary.nagy@edwardjones.com,,Salesforce
9595668,,Wisdom Aaron,,,hillsandrew183@gmail.com,,List import
10759526,Inactive Investor,Talvin Critton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,talvin.critton@fidelity.com,,Salesforce
10894693,Inactive Investor,Perrin Langlois,Financial Consultant,"Equitable Advisors, LLC Houston TX 3200 Southwest Fwy",perrin.langlois@equitable.com,,Salesforce
9605256,,Timo Moors,,,t@stoicstrats.com,,List import
11083257,Inactive Investor,Sarah Hargreaves,Manager,Commonwealth Financial Network,shargreaves@commonwealth.com,,Salesforce
47440,,Thomas Hilliard,,"VALIC Financial Advisors, Inc.",thomas.hilliard@valic.com,312-214-8870,
10767052,Inactive Investor,Thomas Tarabicos,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Roswell GA 515 E Crossville Rd",tom.tarabicos@wfafinet.com,,Salesforce
11189299,Inactive Investor,Eric Vincent,Principal,LPL Financial LLC Decatur TX 1650 S FM 51,eric.vincent@lpl.com,,Salesforce
10647590,,Jeff Warren,,,jeff.warren@wellsfargoadvisors.com,,List Import
9550621,,Brian Gildea,,,bgildea@hamiltonlane.com,,List import
11209690,Inactive Investor,Jeffrey Colin,Managing Member;Partner,"Baker Street Advisors, LLC San Francisco CA 455 Market St",jeff@bakerstreetadvisors.com,,Salesforce
10965572,Inactive Investor,Hannah Cutter,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",hannah.cutter@ml.com,,Salesforce
10874012,Inactive Investor,Steven Durfee,,"FBL Marketing Services, LLC Brigham City UT 695 S Main St",steven.durfee@fblfinancial.com,,Salesforce
3293187,,Jeff Engel,,,jeffengel@midco.net,,Web Form Fillout
10792477,Inactive Investor,Jay Van Cleave,Owner;Wealth Advisor,LSIA Milwaukee WI 839 N Jefferson St,jay@lsia.us.com,,Salesforce
237373,, -,,[[Unknown]],cbouckley@clarentcapital.mc,,Organic Search
10822138,Inactive Investor,Matthew Garber,,"Osaic Wealth, Inc. Holmdel NJ 960 Holmdel Rd",,,Salesforce
231329,, -,,[[Unknown]],awgerstel@mac.com,,Organic Search
10851974,Inactive Investor,Vicky Johnson,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. Modesto CA 301 Banner Ct",johnson.vicky@principal.com,,Salesforce
9546430,,John Manning,,,j.manning@f5.com,,List import
11065950,Inactive Investor,Marlena Bell,Financial Advisor,Morgan Stanley Yakima WA 3909 Castlevale Rd,,,Salesforce
11014377,Inactive Investor,Timothy Blackburn,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,tblackburn@primerica.com,,Salesforce
9614960,,Rahul Joshi,,,imwnegw@gmail.com,,List import
10968553,Inactive Investor,Scott Reisfeld,,"Raymond James Financial Services, Inc. Red Hook NY 54 Elizabeth St",scott.reisfeld@raymondjames.com,,Salesforce
11184775,Inactive Investor,Matthew Payton,,"Wells Fargo Clearing Services, LLC Irving TX 250 E John Carpenter Fwy",,,Salesforce
11068061,Inactive Investor,Michael Kovaleski,Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC Orlando FL 315 E Robinson St",michael.kovaleski@wfafinet.com,,Salesforce
11145180,Inactive Investor,Thomas Piliero,Family Wealth Director;Financial Advisor;Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,thomas.piliero@morganstanley.com,,Salesforce
6645374,,Raja Nadir,,,rajanadir123@gmail.com,,Web Form Fillout
11095492,Inactive Investor,Jennifer All,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",jennifer.all@ml.com,,Salesforce
11234603,Inactive Investor,Tyler Iller,,"BCI Securities, Inc.",,,Salesforce
11085248,Inactive Investor,Erik Tieu,,"Transamerica Financial Advisors, Inc Rancho Cucamonga CA 8250 White Oak Ave",erik.tieu@tfaconnect.com,,Salesforce
9612215,,Saeid Hosseini,,,saeid.hosseini.1983@gmail.com,,List import
177657,,Murray Lapworth,CFO,[Unknown],murray.lapworth@ratafoundation.org.nz, +64 (0)3 335 5994,Database Upload
9574920,,Sean Vincent,,,seanvin86@yahoo.com,,List import
10606392,,Dean Slader,"Financial Advisor, Senior Operations Manager","Wells Fargo Advisors Financial Network, LLC",dgslader@wfafinet.com,866-609-9542,List Import
10764373,Inactive Investor,Lynn Newman,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,lynnanewman@ft.newyorklife.com,,Salesforce
11209901,Inactive Investor,Christopher Oden,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,christopher_oden@vanguard.com,,Salesforce
10940149,Inactive Investor,Kathryn Cosgrove,,"Level Four Financial, LLC",kcosgrove@levelfourfinancial.com,,Salesforce
11011680,Inactive Investor,Trisha Boyett,Financial Advisor,Edward Jones Savannah GA 6600 Abercorn St,trisha.boyett@edwardjones.com,,Salesforce
10773861,Inactive Investor,Rudy De La Torre,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Redlands CA 305 E State St",rudy.de_la_torre@ml.com,,Salesforce
9572731,,David Marube,,,davidmarube93@gmail.com,,List import
11178848,Inactive Investor,Darrin Duff,Financial Advisor,Edward Jones Salina KS 2103 E Crawford St,,,Salesforce
9586265,,Sridhar Narayanasetty,,,sridhar1113@gmail.com,,List import
10617718,,Amy Zezulka-Garcia,,,amy.garcia@wellsfargoadvisors.com,,List Import
10845500,Inactive Investor,Steven Fischer,Registered Principal,LPL Financial LLC Orange CA 2230 W Chapman Ave,steven.fischer@lpl.com,,Salesforce
337498,,Mike Kretz,Financial Advisor,"Keystone Financial Group, Llc",mike.kretz@keystoneky.com,859-317-8316,Manual List Upload
10618960,,Stephen Dziengeleski,,,stephen.dziengeleski@morganstanley.com,,List Import
9647507,,Linda Oshell,,,lindaeoshell@yahoo.com,,List import
10806613,Inactive Investor,Andrea Mendoza,Premier Banker,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",andrea.m.altimari@wellsfargo.com,,Salesforce
11072044,Inactive Investor,William Long,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenville SC 355 S Main St",hal.long@ml.com,,Salesforce
9586746,,Jordan Weide,,,weide.sat@outlook.com,,List import
10848177,Inactive Investor,Marcus Gowdy,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,marcus.gowdy@fidelity.com,,Salesforce
10910236,Inactive Investor,David Caldwell,Chief Compliance Officer;Investment Advisor Representative;Managing Member,"Harvest Capital Assets, LLC",davecaldwell@harvestcapitalassets.com,,Salesforce
10965366,Inactive Investor,Claudia Boehringer,Financial Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 201 Pennsylvania Ave SE",claudia.boehringer@ml.com,,Salesforce
11011540,Inactive Investor,Sylvia Clegg,Wealth Advisor,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",sylvia.james@trilogyfs.com,,Salesforce
11146441,Inactive Investor,Merlin Ames,,"Arete Wealth Management, LLC Lancaster WI 207 W Maple St",merlin.ames@aretewealth.com,,Salesforce
10762918,Inactive Investor,David Goss,Financial Professional,PlanMember Securities Corporation Santa Barbara CA 123 W Padre St,dgoss@planmembersec.com,,Salesforce
10880376,Inactive Investor,Christopher Moreno,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3811 Washington Ave",christopher.j.moreno@ml.com,,Salesforce
10975406,Inactive Investor,Carlie Clayton,,"Ameriprise Financial Services, LLC Houston TX 1300 Hercules Ave",carlie.clayton@ampf.com,,Salesforce
9594321,,Mark Govoni,,,mark@bostonassetmanagement.com,,List import
11054018,Inactive Investor,Brian Degrado,Private Wealth Advisor;Senior Vice President,Lake Street,degrado@lakest.com,,Salesforce
374276,,Kirk Torossian,,USA,kirk.torossian@gmail.com,,Web Form
9545847,,Mariela Hunter,,,mariela.hunter@outlook.com,,List import
10963737,Inactive Investor,Bleshia Norman,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10919704,Inactive Investor,Todd Taylor,Chief Compliance Officer;Investment Advisor Representative;President,TDT Financial Inc,,,Salesforce
9541704,,Maxime Crepin,,,maximecrepin74@gmail.com,,List import
10893546,Inactive Investor,Johnson Poon,Team Lead;Vice President,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,,,Salesforce
10854840,Inactive Investor,Robert Bowman,Executive Director;Financial Planner;Portfolio Manager,Edelman Financial Engines Henrico VA 200 Westgate Pkwy,rbowman@edelmanfinancialengines.com,,Salesforce
10843511,Inactive Investor,Clarence Simpson,Financial Advisor,LPL Financial LLC Sacramento CA 2277 Fair Oaks Blvd,lamar.simpson@lpl.com,,Salesforce
11082612,Inactive Investor,Jasmin Zukancic,,J.P. Morgan Securities LLC Saint Charles IL 575 S Randall Rd,jasmin.zukancic@jpmorgan.com,,Salesforce
10964061,Inactive Investor,Armando Flores,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5636 Lemmon Ave",,,Salesforce
205670,,Jaime Macias,President,"Angelus Investment Consulting, Inc.",jaime@angelusinvestment.com,305-928-1551,
10793643,Inactive Investor,James Frazier,,"Principal Securities, Inc. Manistee MI Private Residence",frazier.jim@principal.com,,Salesforce
10980546,Inactive Investor,Sophany Wagoner,,"Raymond James & Associates, Inc.",sophany.wagoner@raymondjames.com,,Salesforce
11220153,,Austin Stagman,,,astagman@bedelfinancial.com,,Other
10949757,Inactive Investor,Alexander Vargas,,State Farm VP Management Corp. Passaic NJ 45 Hoover Ave,alex.vargas.mbyt@statefarm.com,,Salesforce
10994582,Inactive Investor,Rebecca Schuurmans,,NYLIFE Securities LLC Sioux Falls SD 7615 S Kenton Ln,,,Salesforce
9588945,,Richard Maltz,,,rich.maltz@gmail.com,,List import
9565188,,Kelly Haley,,,khaley@massmutual.com,,List import
142241,,Tenley Desjardins,,"Brightworth, Llc",tenley.desjardins@brightworth.com,,
10867503,Inactive Investor,Gail Williams,,State Farm VP Management Corp. Concord CA 5041 Clayton Rd,,,Salesforce
10644358,,Chase Spirito,,,chase.spirito@jpmorgan.com,,List Import
9632266,,ted Montgomery,,,tedmont305@gmail.com,,List import
11143653,Inactive Investor,Dustin Zager,Associate Vice President;Branch Manager;Financial Advisor,D.A. Davidson & Co. Lewiston ID 0305 5th St,dzager@dadco.com,,Salesforce
242846,,Patrick Ye,Team Leader of IoT,[Unknown],jialiang.ye@chinatelecomglobal.com,4.47423E+11,Database Upload
11147368,Inactive Investor,Rebecca Hensley,Financial Advisor,LPL Financial LLC Houston TX 1717 West Loop S,rebecca.hensley@lpl.com,,Salesforce
10759502,Inactive Investor,Dorothy Remy,Director;Retirement Solutions and Annuity Specialist;Retirement Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Augustine FL 60 Cathedral Pl",cecilia_remy@bofa.com,,Salesforce
11217985,,Caroline Wall,,,caroline.wall@jpmorgan.com,,List Import
11095034,Inactive Investor,Brian Eberhardt,Lead Wealth Advisor;Partner,Fidato Wealth LLC,brian@fidatowealth.com,,Salesforce
10994176,Inactive Investor,Tyler Woodsome,,J.P. Morgan Securities LLC Kansas City MO 7701 State Line Rd,tyler.woodsome@chase.com,,Salesforce
10927728,Inactive Investor,Nicholas Pfledderer,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10969770,Inactive Investor,Zachariah Curry,,"Kestra Investment Services, LLC Hillsboro MO Private Residence",,,Salesforce
10856750,Inactive Investor,Brian Graber,Financial Advisor,LPL Financial LLC Wichita KS Private Residence,brian.graber@lpl.com,,Salesforce
11000941,Inactive Investor,Bryan Cipolla,,PFS Investments Inc. Hartsdale NY 100 N Central Ave,bcipolla@primerica.com,,Salesforce
9615391,,Magdim Metshin,,,m.magdim@gmail.com,,List import
11175005,Inactive Investor,Christopher Sadowski,,"Cambridge Investment Research, Inc. Columbia MD 10715 Little Patuxent Pkwy",,,Salesforce
10951119,Inactive Investor,Isabella Langusch,,Fidelity Brokerage Services LLC Cincinnati OH 3805 Edwards Rd,,,Salesforce
11122936,Inactive Investor,Brenton Coop,Private Client Advisor,J.P. Morgan Securities LLC Lexington KY 201 E Main St,brenton.coop@jpmorgan.com,,Salesforce
11062882,Inactive Investor,Megean Caldwell,,Cetera Advisor Networks LLC Florence KY 7310 Turfway Rd,,,Salesforce
10894324,Inactive Investor,Mitchell Spiehs,Chief Compliance Officer;Investment Advisor;President,"Spiehs Wealth Management, Inc.",mitch@spiehswm.com,,Salesforce
10866391,Inactive Investor,Fatisha Murch,,"Allstate Financial Services, LLC",fatishamurch@allstate.com,,Salesforce
11231687,Inactive Investor,Meghan Maxwell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
9555109,,Mayhem Marvin,,,mayhem.marvin.rsa@gmail.com,,
9613486,,Fred Azar,,,fa11@ntrs.com,,List import
10983855,Inactive Investor,Margaret Hamlett Cash-Griffin,,PFS Investments Inc. Foxboro MA 124 Washington St,mhamlett-cashgrif@primerica.com,,Salesforce
10859031,Inactive Investor,Zachary Reynolds,Chief Investment Officer;Founder;Managing Member,"Full Sail Capital, LLC",zreynolds@fullsailcapital.com,,Salesforce
11198386,Inactive Investor,James Maynard,Chief Operating Officer;Managing Director;Partner,Napatree Capital LLC,jmaynard@napatreecapital.com,,Salesforce
11169957,Inactive Investor,Lisa Hunt,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,lisa.m.hunt@jpmorgan.com,,Salesforce
11008472,Inactive Investor,Hulon Whatley,Financial Advisor,"Ameriprise Financial Services, LLC Sugar Land TX 8034 Hwy 90A",brad.whatley@ampf.com,,Salesforce
9601737,,Dale Sarpard,,,dale.sarpard@trilogyfs.com,,List import
10870847,Inactive Investor,Elena Candu,,Fidelity Brokerage Services LLC Villanova PA 797 E Lancaster Ave,elena.candu@fidelity.com,,Salesforce
8523038,,chang li,,,1085650156@qq.com,15235823450,Web Form Fillout
10873948,Inactive Investor,Jack Steele,,Sigma Financial Corporation Flint MI 2357 Stonebridge Dr,jsteele@sigmarep.com,,Salesforce
11062453,Inactive Investor,David Weinbender,Financial Advisor,UBS Financial Services Inc. Greeley CO 1901 56th Ave,david.weinbender@ubs.com,,Salesforce
10510153,,Ben Chapin,ETF Capital Markets,JPMorgan Asset Management,benjamin.chapin@jpmchase.com,,List Import
11080078,Inactive Investor,William Sanders,Financial Advisor,Edward Jones Quincy IL 729 Maine St,bill.sanders@edwardjones.com,,Salesforce
210608,,Evgeni Krowski,,[Unknown],tovmeod9@gmail.com,,
10844274,Inactive Investor,Jenice Carter,Associate Banker;Vice President,Citigroup Global Markets Inc. Costa Mesa CA 650 Town Center Dr,,,Salesforce
2120007,,Yusof Ali,,,yusofali606@gmail.com,,
10899635,Inactive Investor,Connor Sisk,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,connor.sisk@jpmorgan.com,,Salesforce
11063539,Inactive Investor,Riley Brooks,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,riley.brooks@ubs.com,,Salesforce
11218946,,Matthew Gunter,,,mgunter@sheltoncap.com,,Other
11006232,Inactive Investor,Rodolfo Nunez,,Edward Jones Bisbee AZ 1175A S Naco Hwy,,,Salesforce
10908263,Inactive Investor,Bryan Robison,,State Farm VP Management Corp. Sunnyside WA 2580 E Lincoln Ave,bryanrobison@statefarm.com,,Salesforce
9610829,,Robert Vogel,,,robertwvogel@gmail.com,,List import
11055511,Inactive Investor,Allen Leung,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",allen.leung@wellsfargoadvisors.com,,Salesforce
199116,,Alfredo Me,,[Unknown],humo1704@gmail.com,,
11177490,Inactive Investor,Eric Dare,Chief Executive Officer;President;Regulatory Contact,"Vicus Capital, Inc.",ericdare@pfginc.com,,Salesforce
11197742,Inactive Investor,Clay Sefter,Chief Compliance Officer;Chief Operating Officer,"Masonry Capital Management, LLC",clay.sefter@masonrycap.com,,Salesforce
9616195,,SMITH JEFFREY,,,jeff@focusdst.com,,List import
10998380,Inactive Investor,Harrison Ward,Financial Advisor,Edward Jones Draper UT 12339 S 800 E,harrison.ward@edwardjones.com,,Salesforce
10943306,Inactive Investor,Vincent Pace,,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",vincentpace@financialguide.com,,Salesforce
9570423,,Alan Strasser,,,as@coopercreekpartners.com,,List import
11221400,,Rivers Rodriguez,,,rrodriguez@seia.com,,List Import
10934104,Inactive Investor,Joseph Robinson,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",,,Salesforce
10917932,Inactive Investor,Theron Weimer,Senior Financial Advisor,"KFA Private Wealth Group, LLC",teweimer@kfapwg.com,,Salesforce
348649,,Leanne Drayton,Senior Compliance Advisor,Commonwealth Financial Network,ldrayton@commonwealth.com,862-702-3500,
11155967,Inactive Investor,Kieran Lavery,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10856197,Inactive Investor,Matthew Horn,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Richmond VA 919 E Main St",matt.horn@rbc.com,,Salesforce
350021,,David Merrell,"Advisor, Chief - Operations, Chief Compliance Officer, Co-Founder, Director - Operations, Managing Partner, Owner, Partner, Regu","TBH Advisors, LLC",david@tbhadvisors.com,615-690-4820,
11002322,Inactive Investor,Justin Blackford,,"Truist Investment Services, Inc. Jacksonville FL 1200 Riverplace Blvd",justin.blackford@truist.com,,Salesforce
11035006,Inactive Investor,Matthew Pron,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",matthew.pron@ml.com,,Salesforce
10823874,Inactive Investor,Rosalyn Baker,Chief Compliance Officer;Member;President,RW Baker Wealth Management Group LLC,rosalyn@rwbakerwealth.com,,Salesforce
10827017,Inactive Investor,Constance Sinclair,,Edward Jones,connie.sinclair@edwardjones.com,,Salesforce
10854818,Inactive Investor,Michael Hofto,Chief Financial Officer;Portfolio Manager,"Leavell Investment Management, Inc.",mhofto@leavellinvestments.com,,Salesforce
9551450,,Michael Chiaramonte,,,mchiaramonte@dkpartners.com,,List import
10950976,Inactive Investor,John Noddings,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9644489,,Jessica M Hartman,,,just.emailjessicaroberts@gmail.com,,List import
11039116,Inactive Investor,Adam Fogle,,"Next Financial Group, Inc. Altoona PA 322 Frankstown Rd",afogle@nextfinancial.com,,Salesforce
10807181,Inactive Investor,Mark Swanson,,LPL Financial LLC Kearney NE 3615 2nd Ave,,,Salesforce
11305583,Inactive Investor,Thomas Cook,,"Voya Financial Advisors, Inc. Ellenwood GA 3693 Talonega Trl",,800-356-2906,Salesforce
232567,, -,,[[Unknown]],r_johnson_56@yahoo.com,,
11011035,Inactive Investor,Regina Schmitt,,PFS Investments Inc. Orlando FL 1805 W Colonial Dr,,,Salesforce
10842676,Inactive Investor,Jonathan Joplin,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",jonathan.joplin@wellsfargoadvisors.com,,Salesforce
10752901,Inactive Investor,Christopher Sackman,Financial Advisor,"Ameriprise Financial Services, LLC Bohemia NY 1 Corporate Dr",christopher.m.sackman@ampf.com,,Salesforce
4680438,,Sebastian Bea,,,sebastianbea@gmail.com,4153855895,Web form fillout
10810717,Inactive Investor,Joseph Goodwin,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
45087,,Mimi Tran,,Frost Investment Services,mimi.tran@frostbank.com,,
10989936,Inactive Investor,Marco Ramirez,,NYLIFE Securities LLC,,,Salesforce
10892163,Inactive Investor,Robert Dillon,,LPL Financial LLC Eau Claire WI 1111 W Clairemont Ave,robert.dillon@lpl.com,,Salesforce
9641884,,Richard Coppa,,,rich.coppa@marinerwealthadvisors.com,,List import
9559330,,Mo'ath Khlifat,,,moath.bitcoin@gmail.com,,List import
11186290,Inactive Investor,Wesley Wilson,,Fidelity Brokerage Services LLC Vero Beach FL 821 Beachland Blvd,,,Salesforce
9610594,,T H,,,shunnsu@gmail.com,,List import
10766664,Inactive Investor,Peter Wagner,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,peter.wagner@opco.com,,Salesforce
10777509,Inactive Investor,Lei-Choon Ong,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 440 Boylston St",lei-choon_ong@ml.com,,Salesforce
10906122,Inactive Investor,Christopher Ward,Chief Compliance Officer;Managing Member,Ward Capital Management LLC,,,Salesforce
179427,,Clint Abraham,Portfolio Specialist,[Unknown],clint.abraham@morningstar.com, +61 (0)2 9276 4550,Database Upload
10802006,Inactive Investor,Scott Hankins,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",scott_hankins@ml.com,,Salesforce
11034268,Inactive Investor,Douglas Jonson,,Thrivent Investment Management Inc. Federal Way WA 2505 S 320th St,douglas.jonson@thrivent.com,,Salesforce
11233792,Inactive Investor,Michael Flynn,,Cetera Financial Specialists LLC East Falmouth MA 70 E Falmouth Hwy,,,Salesforce
10838839,Inactive Investor,Scott Solomon,Financial Advisor,LPL Financial LLC Albany NY 652 Albany Shaker Rd,,,Salesforce
9540968,,Anthony Merriman,,,anthony.merriman@celsius.network,,List Import
10975192,Inactive Investor,Jason Sebell,Financial Professional,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
9625938,,Anderson Scheiner,,,anderson.scheiner@me.com,,List import
7104872,,Manuel Nieves,,,fordamboy1.@gmail.com,,Web Form Fillout
9633183,,Tomas Paulius,,,t.paulius0@gmail.com,,List import
10883434,Inactive Investor,Michelle Matthews,Financial Advisor,Edward Jones Colusa CA 110 Sunrise Blvd,michelle.matthews@edwardjones.com,,Salesforce
10874859,Inactive Investor,Max Severo,Registered Client Service Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,max.severo@morganstanley.com,,Salesforce
225780,,Amjad -,,[[Unknown]],amjadmuasher@gmail.com,,Initial Salesforce Import
9606233,,Michael Wolson,,,michaelpwolson@gmail.com,,List import
10947120,Inactive Investor,Matthew Schneider,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9616561,,Mario Lässig,,,mfg7505@gmx.de,,List import
10798243,Inactive Investor,Charles Schembri,,LPL Financial LLC Half Moon Bay CA Private Residence,charles.schembri@lpl.com,,Salesforce
10808413,Inactive Investor,Andrew Fugate,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11207475,Inactive Investor,Edward Malicdem,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",edward.malicdem@ml.com,,Salesforce
10970935,Inactive Investor,Thiago Reis,,Thrivent Investment Management Inc. Marstons Mills MA 171 Cotuit Rd,thiago.reis@thrivent.com,,Salesforce
11142818,Inactive Investor,Kim Mahoney,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",kim.mahoney@ml.com,,Salesforce
10928526,Inactive Investor,Victoria Cucina,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",,,Salesforce
73965,,Meisy Tresia,,Indonesia,kmeisytresia@gmail.com,,
178073,,Pierre Vassart,Chief Investment Officer,[Unknown],pvassart@denarius.ch, +41 22 7070 890,Database Upload
10619930,,Paul Manelis,,,mkosiek@devonbank.com,,List Import
11112049,Inactive Investor,Robyn Sanford,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,rsanford@primerica.com,,Salesforce
10922710,Inactive Investor,Lindsey Boh,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11033890,Inactive Investor,Gordon Hartranft,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,gdhartranft@ft.newyorklife.com,,Salesforce
11194023,Inactive Investor,Shams Merchant,,NYLIFE Securities LLC Orlando FL 6606 Kingspointe Pkwy,shmerchant@ft.newyorklife.com,,Salesforce
10764355,Inactive Investor,Natalie Castro,,UBS Financial Services Inc.,natalie.castro@ubs.com,,Salesforce
10921432,Inactive Investor,Jeffrey Callens,,"Allstate Financial Services, LLC Tyler TX 4015 Old Noonday Rd",jeffreycallens@allstate.com,,Salesforce
9567088,,Suyash Cupta,,,suyash@azoracapital.com,,List import
9603727,,Tiago Guimarães,,,tiagoguimaraes@thymus.com.br,,List import
10925788,Inactive Investor,Aaron Smith,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,aaron.smith@fidelity.com,,Salesforce
11164294,Inactive Investor,Stacy Geiersbach,Registered Private Wealth Associate;Senior Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",stacy.geiersbach@ml.com,,Salesforce
11074246,Inactive Investor,John Darrell,Founder;Member,Morris & Wells Wealth Management,jdarrell@morrisandwells.com,,Salesforce
10811635,Inactive Investor,Karen McDaniel,,Southstate|DuncanWilliams Securities Corp.,karen.swolensky@duncanw.com,,Salesforce
10988846,Inactive Investor,Cynthia Rasmussen,,State Farm VP Management Corp. Albuquerque NM 1540 Juan Tabo Blvd NE,cindyjiacalone.jmpp@statefarm.com,,Salesforce
11041318,Inactive Investor,Donna Talley,,"Cambridge Investment Research, Inc.",,,Salesforce
10949554,Inactive Investor,Todd Jacob,,State Farm VP Management Corp.,todd.jacob.prd3@statefarm.com,,Salesforce
10798489,Inactive Investor,Rowena Lacuesta,,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",rowena.lacuesta@wellsfargoadvisors.com,,Salesforce
373040,,Phetphouthone Phommavong,,[Unknown],phet2499ya@gmail.com,,source
10864754,Inactive Investor,Timothy Forrester,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",tim.forrester@schwab.com,,Salesforce
11236153,Inactive Investor,Lacey Burton,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
9572427,,Cory Roberts,,,croberts0352@hotmail.com,,List import
39148,,Lisette Ndzie,,"Transamerica Financial Advisors, Inc",l.ndzie@transamerica.com,832-891-4958,
11202332,Inactive Investor,Lori Eckhardt,Vice President,Robert W. Baird & Co. Incorporated,,,Salesforce
9586757,,Michael Chard,,,mchard@promanageplan.com,,List import
11009246,Inactive Investor,Monica Dresser,,"Northwestern Mutual Investment Services, LLC Manchester NH 1000 Elm St",monica.dresser@nm.com,,Salesforce
9554911,,Amanda Arredondo,,,mandy_142528@hotmail.com,,
10864337,Inactive Investor,Jo Weinhardt,Chief Compliance Officer;Operations Manager,"Hughes Financial Services, LLC",jweinhardt@h4fs.com,,Salesforce
11208844,Inactive Investor,Austin Green,,Thrivent Investment Management Inc. Lexington SC 1909C Augusta Hwy,austin.green@thrivent.com,,Salesforce
9622736,,Steve Basara,,,stbasara@hotmail.com,,List import
10806863,Inactive Investor,Michael Stradt,,"Steward Partners Investment Solutions, LLC Fort Collins CO 2950 E Harmony Rd",michael.stradt@stewardpartners.com,,Salesforce
10757838,Inactive Investor,Christopher Vasquez,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",christopher.j.vasquez@ml.com,,Salesforce
11210062,Inactive Investor,Diego Contreras,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,diego.contreras@fmr.com,,Salesforce
236271,, -,,[[Unknown]],t3030@aol.com,,
10881741,Inactive Investor,Andrew Sollenberger,,"Osaic Wealth, Inc. Allentown PA 884 Oplinger Rd",,,Salesforce
10863316,Inactive Investor,Jeffrey Elsworth,Financial Advisor,LPL Financial LLC Federal Way WA 33801 1st Way S,jeffrey.elsworth@lpl.com,,Salesforce
10808166,Inactive Investor,Troy Nelson,Financial Advisor,Edward Jones Bismarck ND 1701 Burnt Boat Dr,troy.nelson@edwardjones.com,,Salesforce
11192393,Inactive Investor,Louis Wilcox,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10887899,Inactive Investor,Michael Basco,,LPL Financial LLC Hacienda Heights CA Private Residence,michael.basco@lpl.com,,Salesforce
10803708,Inactive Investor,Scott Koehn,,"Raymond James Financial Services, Inc. Waynesboro VA 2014 Goose Creek Rd",scott.koehn@raymondjames.com,,Salesforce
10928303,Inactive Investor,Brian Oconnor,,UBS Financial Services Inc. New York NY 299 Park Ave,brian.oconnor@ubs.com,,Salesforce
11139000,Inactive Investor,Michael Tobash,Financial Advisor,LPL Financial LLC Cressona PA 3 S Sillyman St,mike.tobash@lpl.com,,Salesforce
10899764,Inactive Investor,Lance Goulbourne,Client Service Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10945710,Inactive Investor,Timothy Oshima,Chief Compliance Officer;Managing Member;Owner,Acclaro Wealth Management,,,Salesforce
10864392,Inactive Investor,Michael Cascio,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 1305 Walt Whitman Rd",michael.cascio@ml.com,,Salesforce
46138,,Jeffrey Hofmann,Financial Advisor,"VALIC Financial Advisors, Inc.",jeffrey.hofmann@valic.com,610-256-5177,
11075796,Inactive Investor,Charles Young,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",charles.young@53.com,,Salesforce
10871081,Inactive Investor,Travis Webb,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Bay FL 2200 Harris Ave NE",travis.webb@wellsfargo.com,,Salesforce
10920306,Inactive Investor,James Tatro,,State Farm VP Management Corp. Reno NV 9333 Double R Blvd,,,Salesforce
10909646,Inactive Investor,Jeffrey Knapp,,"Avantax Investment Services, Inc. Algona IA 307 E Call St",jeffrey.knapp@avantax.com,,Salesforce
10801185,Inactive Investor,Jennifer Viglucci,Branch Director;Senior Vice President - Sales,William Blair Baltimore MD 100 International Dr,,,Salesforce
10836843,Inactive Investor,David Demming,Chief Investment Officer;Senior Financial Planner;Vice President,Demming Financial Services Corp.,info@demmingfinancial.com,,Salesforce
11156687,Inactive Investor,Daniel Macgargle,Branch Manager;Financial Advisor;Vice President,Morgan Stanley Binghamton NY 50 Front St,d.mark.macgargle@morganstanley.com,,Salesforce
9627668,,Moaketa Duffy,,,moaketaduffy493@gmail.com,,List import
9556356,,Alan Levine,,,alanlevine@financialguide.com,,List import
11189648,Inactive Investor,Maryjo Nichols,,"Raymond James & Associates, Inc. Westport CT 285 Riverside Ave",maryjo.nichols@raymondjames.com,,Salesforce
9634848,,David Long,,,dlong@nephilacapital.com,,List import
11013978,Inactive Investor,Matthew Freedman,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",matthew.freedman@nm.com,,Salesforce
11142612,Inactive Investor,Brandon Dubin,,"First Command Brokerage Services, Inc. Glendale AZ 17505 N 79th Ave",bmdubin@firstcommand.com,,Salesforce
9595015,,george klarence,,,georgeclarence@gmail.com,,List import
11092205,Inactive Investor,Daniel Haber,Assistant Vice President,Morgan Stanley,daniel.haber@morganstanley.com,,Salesforce
11065742,Inactive Investor,James Daniels,,State Farm VP Management Corp. Indianola MS 230 Hwy 82 E,,,Salesforce
9604335,,Nella Langosh,,,barrows.edison@reinger.com,,List import
11132938,Inactive Investor,Sharon Zeman,Financial Advisor,Edward Jones Wisconsin Rapids WI 940 Pepper Ave,sharon.zeman@edwardjones.com,,Salesforce
9550147,,Andrew Gilbert,,,gilbert@vam.com,,List import
10875300,Inactive Investor,Connor Breit,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",connor.breit@ml.com,,Salesforce
229085,, -,,[[Unknown]],olegnacrypto@outlook.com,,Organic Search
11203784,Inactive Investor,Wendy Simmons,,"Next Financial Group, Inc. Novi MI 26200 Town Center Dr",wsimmons@nextfinancial.com,,Salesforce
9581438,,James O'Neill,Vice President,"The Ayco Company, L.P.",joneill@ayco.com,,List import
11211176,Inactive Investor,Katie Hemmert,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",katie.hemmert@wfadvisors.com,,Salesforce
11194153,Inactive Investor,Bernard Wong,,State Farm VP Management Corp. San Francisco CA 2037 Irving St,bernard.wong.ndk4@statefarm.com,,Salesforce
5339753,,MA NI NIM,,,tcfnrpohxgsfiz@karenkey.com,,Web Form Fillout
373665,,Lou White,,[Unknown],louwhite100@gmail.com,,Event
9642661,,Erin Scott,,,alt229@crapnstuff.com,,List import
11110281,Inactive Investor,Morris Williams,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",gene_williams@ml.com,,Salesforce
10912619,Inactive Investor,Thomas Landstreet,Co-Founder;Owner;President,"Trusco Investment Management, LLC",,,Salesforce
9592142,,Karol Górczyk,,,jorgus3@gmail.com,,List import
11079417,Inactive Investor,Alicia Davis,Assistant Vice President;Financial Advisor;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Forest IL 780 N Western Ave",,,Salesforce
1005108,Inactive Investor,Greg Glosser,"Financial Advisor, Managing Director",Greg Glosser,gregory.glosser@rbc.com,2147756464,
9617253,,Sam Solem,,,ssolem@intrepidcapital.net,,List import
11166098,Inactive Investor,Hugo Aguilar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11255245,Inactive Investor,Douglas Way,,"Independent Advisor Alliance, LLC Columbia SC 1441 Main St",douglas@independentadvisoralliance.com,,Salesforce
10978886,Inactive Investor,Ty Rafn,,Fidelity Brokerage Services LLC Mequon WI 11721 N Port Washington Rd,,,Salesforce
11148637,Inactive Investor,Ricardo Oporto,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10600824,,Wahdan Dzulkifli,,,ladduny@gmail.com,,Web Form Fillout
10859161,Inactive Investor,Colin Dooley,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",colin.dooley@nm.com,,Salesforce
119408,,Philip Taylor,Senior Investment Analyst,Freestate Advisors Llc,phil@freestateadvisors.com,316-682-5148,Manual List Upload
9562256,,Ajaypal Sarkaria,,,ajaypal.sarkaria@fmr.com,,List import
241180,Inactive Investor,Mark Evans,,State of Connecticut Retirement Plans and Trust Funds,mark.evans@ct.gov,(860) 702-3480,Database Upload
11112663,Inactive Investor,Antonio Gomez,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,antonio.gomez@primerica.com,,Salesforce
9588065,,Steven Pacheco,,,usmcpacheco@gmail.com,,List import
11028966,Inactive Investor,Anh Doan,,J.P. Morgan Securities LLC Seattle WA 7512 35th Ave NE,anh.doan@jpmorgan.com,,Salesforce
11066957,Inactive Investor,George Clark,Director - Investments;Founding Partner;Member,Venturi Private Wealth,george@venturiwealth.com,,Salesforce
11083985,Inactive Investor,Joseph Martin,Chief Compliance Officer;Managing Member;Principal,"GoalBridge Wealth Management, LLC",joe@goalbridgewealth.com,,Salesforce
11206203,Inactive Investor,Mark Kantor,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Alpharetta GA 11175 Cicero Dr",mark.kantor@ampf.com,,Salesforce
9579454,,Mark Kelly,,,mkelly@teewinotfunds.com,,List import
10785038,Inactive Investor,Michael Millman,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,michael.a.millman@jpmorgan.com,,Salesforce
11031536,Inactive Investor,Lee Young,,PFS Investments Inc. Farmington MI 26105 Orchard Lake Rd,lee.young@primerica.com,,Salesforce
10800649,Inactive Investor,John Garrett,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Columbus GA 945 Broadway,j.hudson.garrett@morganstanley.com,,Salesforce
10943378,Inactive Investor,Peter McMahon,,Integrated Wealth Concepts LLC,,,Salesforce
10486704,,Joseph Ferguson,"Financial Advisor, Financial Representative","Northwestern Mutual Investment Services, LLC",joseph.n.ferguson@nm.com,,List Import
10869190,Inactive Investor,Scott Jasman,Branch Manager,LPL Financial LLC Plymouth MI 42197 Ann Arbor Rd E,scott.jasman@lpl.com,,Salesforce
9549587,,Judith Gerhart,,,judithg@legfingrp.com,,List import
9633914,,David Sansing,,,dsansing@tx.rr.com,,List import
11253976,Inactive Investor,Casey Hays,Private Client Banker,J.P. Morgan Securities LLC Cincinnati OH 7269 Kenwood Rd,,,Salesforce
10885539,Inactive Investor,Samuel Dixon,Managing Partner;Regulatory Contact,"Oxford Wealth Group, LLC",sam@oxfordadvisorygroup.com,,Salesforce
11159824,Inactive Investor,Michael Danjczek,,"Great Valley Advisor Group, Inc. Berryville VA 30 W Main St",mdanjczek@greatvalleyadvisors.com,,Salesforce
9579368,,Constance Wyllie,,,cwyllie@tfcfinancial.com,,List import
11117996,Inactive Investor,Krystall King,Associate Vice President,"Ameriprise Financial Services, LLC Atlanta GA 3353 Peachtree Rd NE",krystall.sanford@ampf.com,,Salesforce
11101960,Inactive Investor,Victor Rubino,Investment Specialist,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,victor.rubino@jpmorgan.com,,Salesforce
10755792,Inactive Investor,Stephen Coffey,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Milford MA 2 S Main St",stephen.j.coffey@ampf.com,,Salesforce
11106361,Inactive Investor,Kanoo Priya Garg,,"Wells Fargo Clearing Services, LLC San Jose CA 4888 San Felipe Rd",kanoopriya.garg@wellsfargo.com,,Salesforce
11078331,Inactive Investor,Gabriel Ortiz,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10894226,Inactive Investor,Noah West,Financial Advisor Trainee,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
11026129,Inactive Investor,Joshua Griffith,,"OneAmerica Securities, Inc.",josh.griffith@oneamerica.com,,Salesforce
11085283,Inactive Investor,Robert Hennessy,Financial Advisor,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",rhennessy@financialguide.com,,Salesforce
10944236,Inactive Investor,Erica Stark,Financial Professional,Money Concepts Capital Corp Cleveland OH 7003 Pearl Rd,estark@moneyconcepts.com,,Salesforce
10950179,Inactive Investor,Kirk Warner,,The Tavenner Company,kirk.warner@tavennerco.com,,Salesforce
11023084,Inactive Investor,Edward Iversen,,"Fortune Financial Services, Inc. Staten Island NY 46 Bombay St",eri@fortunefinancialservices.com,,Salesforce
11164441,Inactive Investor,Anthony Gullo,,"Peak Brokerage Services, LLC",,,Salesforce
11051107,Inactive Investor,Gregory Watts,Executive Director;Financial Planning Specialist;Wealth Advisor,Morgan Stanley Virginia Beach VA 222 Central Park Ave,gregory.watts@morganstanley.com,,Salesforce
11008518,Inactive Investor,Fortunato Vega,Financial Advisor;Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Seattle WA 601 Union St,fortunato.vega@morganstanley.com,,Salesforce
9612169,,Shalini Sharma,,,shalini.sharma@dpimc.com,,List import
371945,,Eric Eckheart,,United States,eeckheart@yahoo.com,,Salesforce
11152798,Inactive Investor,Alan Jenkins,,Cetera Advisors LLC Pocatello ID 611 Wilson Ave,,,Salesforce
9701248,,Benjamin Baker,,,benbaker09@gmail.com,,Web Form Fillout
11072604,Inactive Investor,Matthew Cooney,,D.A. Davidson & Co. Irvine CA 3333 Michelson Dr,,,Salesforce
11059849,Inactive Investor,Kimberly Geiger,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,kimberly.geiger@jpmorgan.com,,Salesforce
9540708,,Peter Ashby,,,pashby@migcap.com,,List Import
11044479,Inactive Investor,Adam Parente,Private Client Advisor,J.P. Morgan Securities LLC Syracuse NY 110 W Fayette St,adam.parente@jpmorgan.com,,Salesforce
11074775,Inactive Investor,Daniel Sanom,Financial Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 200 Pringle Ave",,,Salesforce
11060200,Inactive Investor,Maxwell Keltner,,"DFPG Investments, LLC San Jose CA 1764 The Alameda",,,Salesforce
9616594,,Mike Patry,,,admin@patryn.com,,List import
10944976,Inactive Investor,Jonathan Pinto,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10972963,Inactive Investor,Robin Oberg,,J.P. Morgan Securities LLC Saint Paul MN 8362 Tamarack Vlg,robin.oberg@chase.com,,Salesforce
9569392,,Scott -,,,skemps@spectrumcap.com,,List import
10758918,Inactive Investor,James Fasi,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,james.fasi@ubs.com,,Salesforce
11071349,Inactive Investor,Michael Zunini,Associate Vice President - Investments;Financial Advisor,"Benjamin F. Edwards & Company, Inc. Reno NV 5370 Kietzke Ln",mike.zunini@benjaminfedwards.com,,Salesforce
9573974,,Benoit Corso,,,pro.nitrob@gmail.com,,List import
10859761,Inactive Investor,Seth Streeter,Chief Executive Officer;Chief Impact Officer;Founder;Partner,"Mission Wealth Management, LP Austin TX Private Residence",,,Salesforce
10794877,Inactive Investor,Joshua Helfat,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joshua.n.helfat@jpmorgan.com,,Salesforce
1006281,Inactive Investor,Viraj Sadarangani,,Viraj Sadarangani,viraj.sadarangani@gmail.com,,3rd Party Lead Gen
10969380,Inactive Investor,Robert Jackson,,PFS Investments Inc. Alpharetta GA 3480 Preston Ridge Rd,rjackson.2139@primerica.com,,Salesforce
9560966,,Gregg Okeefe,,,gokeefe@congressasset.com,,List import
9629308,,Shay williams,,,tooshay@protonmail.com,,List import
10772590,Inactive Investor,Jeffrey Barefoot,,"M Holdings Securities, Inc. Perrysburg OH 114 W 3rd St",jeffrey.barefoot@mfin.com,,Salesforce
11127257,Inactive Investor,George Burke,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,george.burke@ubs.com,,Salesforce
10779552,Inactive Investor,Danelle Parker,Financial Advisor;Vice President,Morgan Stanley Chicago IL 227 W Monroe St,danelle.parker@morganstanley.com,,Salesforce
10921694,Inactive Investor,Halah Little,,Fidelity Brokerage Services LLC,,,Salesforce
10798456,Inactive Investor,Jonathan Reed,Financial Advisor,Edward Jones Saint Paul MN 1055 Grand Ave,jack.reed@edwardjones.com,,Salesforce
11221760,,Collyn Gilbert,,,gilbertc@hallcapmgt.com,,List Import
11073139,Inactive Investor,Alan Hensley,,Financial Insights,ahensley@financialinsights.net,,Salesforce
231917,,IDEO CoLab Distributed Web Fund I LP,,[Unknown],rbramanathan@ideo.com,,
9610583,,Jason Randolph,,,jason.r@asymmetricalphaglobal.com,,List import
9597246,,john weak,,,shiiva.photography@gmail.com,,List import
11208411,Inactive Investor,Bella Kaashyap,,Santander Securities LLC Easton PA 100 N 3rd St,,,Salesforce
10814116,Inactive Investor,Jeanine Erickson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",jeanine_erickson@ml.com,,Salesforce
10913627,Inactive Investor,Richard Shaw,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11091421,Inactive Investor,Marc Weintraub,,"Citizens Securities, Inc. Freehold NJ 3265 US Hwy 9",marc.a.weintraub@citizensbank.com,,Salesforce
10788087,Inactive Investor,Andrew Payton,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",andrew.payton@tiaa.org,,Salesforce
10803214,Inactive Investor,John Hodson,Financial Advisor,"Wells Fargo Clearing Services, LLC Columbia SC 1320 Main St",john.hodson@wellsfargoadvisors.com,,Salesforce
10896668,Inactive Investor,Chris Kneale,Financial Advisor;Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,christopher.kneale@morganstanley.com,,Salesforce
10969683,Inactive Investor,Dustin Watts,Investment Advisor;Private Wealth Advisor,Team Wealth & Tax Advisors,dustin@teamtaxfinancial.com,,Salesforce
11231682,Inactive Investor,Shawn Parker,,"American Fidelity Securities, Inc.",shawn.parker@af-group.com,,Salesforce
10989806,Inactive Investor,Will Freisberg,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,,,Salesforce
10793385,Inactive Investor,Anthony Tenorio,Financial Advisor,Edward Jones Fairfax VA 10619 Jones St,tony.tenorio@edwardjones.com,,Salesforce
11164996,Inactive Investor,Diane Ninco,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",,,Salesforce
11016638,Inactive Investor,Tyler Sherry,,"Osaic Wealth, Inc. Manhasset NY 1615 Northern Blvd.",,,Salesforce
11176484,Inactive Investor,Matthew Salcedo,,J.P. Morgan Securities LLC Franklin Square NY 654 Franklin Ave,matthew.salcedo@chase.com,,Salesforce
11204578,Inactive Investor,Daniel Hughes,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 822 A1A N",,,Salesforce
50154,,Philip Bagdade,"Analyst, Portfolio Manager",Baker Ellis Asset Management LLC,philip@bakerellisllc.com,503-227-5778,
11035738,Inactive Investor,David Reiser,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,david.reiser@jpmorgan.com,,Salesforce
10900558,Inactive Investor,Elise Morales,Senior Client Associate,"RBC Capital Markets, LLC Austin TX 300 W 6th St",elise.morales@rbc.com,,Salesforce
10775392,Inactive Investor,Michael Santucci,Director,Flagstar Advisors Great Neck NY 40 Cuttermill Rd,michael.santucci@flagstar.com,,Salesforce
10647800,,Michael Lunsford,,,slunsford@lunsfordfinancial.com,,List Import
11238469,Inactive Investor,Philip Greenblatt,,Snowcap Capital Management,pgreenblatt@snowcm.com,,Salesforce
10999619,Inactive Investor,Anthony Lozada,,J.P. Morgan Securities LLC New York NY 28 Liberty St,anthony.lozada@jpmorgan.com,,Salesforce
10885089,Inactive Investor,Danielle Edwards,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,danielle.edwards@fmr.com,,Salesforce
10620119,,Jim Graziano,,,jgraziano@oldsecond.com,,List Import
11203424,Inactive Investor,John Gulli,Owner,Kendall James Advisors,,,Salesforce
11221854,,Shawn Mathis,,,mathiss@ceteranetworks.com,,List Import
10489716,,Robert McMeen,Financial Advisor,"Raymond James Financial Services Advisors, Inc Plano TX 5550 Granite Pkwy",robert.mcmeen@raymondjames.com,,List Import
9589616,,Filipe Videira,,,filipevideira@gmail.com,,List import
11139867,Inactive Investor,Elyse Houston Phillips,,PFS Investments Inc. Tampa FL 8875 Hidden River Pkwy,elysedhouston@primerica.com,,Salesforce
10899372,Inactive Investor,Jonathan Cohen,,CG Advisory Services,jonc@mycgfinancial.com,,Salesforce
174354,,Luciano Lima,,[Unknown],luciano_nunes_lima@hotmail.com,,
9629272,,Kendra Jones,,,kendrajo3338@gmail.com,,List import
11076965,Inactive Investor,Bryan Bougher,Senior Relationship Manager,PNC Investments Uniontown PA 958 Morgantown Rd,bryan.bougher@pnc.com,,Salesforce
11048650,Inactive Investor,Matthew Matcovsky,Financial Advisor,"Cadaret, Grant & Co., Inc. Bronxville NY 111 Kraft Ave",mmatcovsky@cadaretgrant.com,,Salesforce
10606450,,J Humphries,"Founding Member, Manager, President",AB Private Credit Investors LLC,brent.humphries@alliancebernstein.com,512-721-2916,
9645060,,Nikhil Bahtia,,,bhatiapc@gmail.com,,List import
11019814,Inactive Investor,Thomas Tracy,Chief Compliance Officer;Director,"Forth Capital (USA), LLC",tomtracy@forthcapital.com,,Salesforce
11220820,,Teagan Seman,,,tseman@contextfunds.com,,List Import
11009352,Inactive Investor,Robert Mutch,,Emerson Equity LLC Englewood CO 9250 E Costilla Ave,,,Salesforce
10883319,Inactive Investor,Megan Benedict,,"Wells Fargo Clearing Services, LLC Scranton PA 101 N Main Ave",,,Salesforce
9541072,,David Torres,Retirement Planner,IWG Investment Advisors,drtorres@mindspring.com,321-277-0577,List import
9560645,,Ioana Petecuta,,,ioana.petecuta@hotmail.co.uk,,List import
10979633,Inactive Investor,Edward Hendershot,,PFS Investments Inc. Dover DE 1012 College Rd,edwarddalehendershot@primerica.com,,Salesforce
9646494,,Timo Huwer,,,timo.huwer@globuscrypto.de,,List import
10957469,Inactive Investor,Ebony Oguinn,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",ebony.oguinn@tiaa.org,,Salesforce
11292002,,Rhon CAMPBELL,,,techrhonaerial@gmail.com,,Web Form Fillout
11155882,Inactive Investor,Amir Asadi,Financial Advisor;Financial Professional,"MML Investors Services, LLC Tarrytown NY 120 White Plains Rd",aasadi@financialguide.com,,Salesforce
10999906,Inactive Investor,Asare Agyemang,,NYLIFE Securities LLC Edison NJ 379 Thornall St,aagyemang01@ft.newyorklife.com,,Salesforce
10980299,Inactive Investor,Laura Eborn,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,laura.eborn@fidelity.com,,Salesforce
10843682,Inactive Investor,Michael Vissotski,Owner;Regulatory Contact,"VIMA, LLC",mv@vima2m.com,,Salesforce
11083248,Inactive Investor,Stephanie Day,Financial Advisor,"Pinnacle Investments, LLC East Syracuse NY 5845 Widewaters Pkwy",stephanie.day@pinnacle-llc.com,,Salesforce
11207082,Inactive Investor,Michael Paulmeno,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",michael.a.paulmeno@ampf.com,,Salesforce
11031237,Inactive Investor,Crystal Roger,Senior Financial Associate,"RBC Capital Markets, LLC Paramus NJ 650 From Rd",,,Salesforce
10907546,Inactive Investor,Curtis Sheldon,Chief Compliance Officer;Lead Planner;Managing Member;President,"C.L. Sheldon & Company, LLC Fairfax Station VA Private Residence",curt@clsheldon.com,,Salesforce
11011119,Inactive Investor,Kourtnie Hitchcock,,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,khitchcock@primerica.com,,Salesforce
10985313,Inactive Investor,Jenifer Schimbeno,Vice President;Vice President - Client Relations,Blackmore Financial Solutions,,,Salesforce
11130556,Inactive Investor,Joseph Gartrell,,PFS Investments Inc. Decatur GA 534 Medlock Rd,joseph.gartrell@primerica.com,,Salesforce
10888620,Inactive Investor,Edward Hussey,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,edward.hussey@fidelity.com,,Salesforce
10958243,Inactive Investor,Caroline Wilson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9626939,,Pathujan Vadivelu,,,pathujan@hotmail.com,,List import
10805341,Inactive Investor,James Rafoth,President,"Beard Investment Services, Inc.",jim@beardpension.com,,Salesforce
11129722,Inactive Investor,Jung Park,Financial Representative,"Principal Securities, Inc. San Diego CA 4370 La Jolla Village Dr",park.jung@principal.com,,Salesforce
10936422,Inactive Investor,Iris Buczkowski,Chief Compliance Officer;Chief Executive Officer;President,Birch Wealth Management,,,Salesforce
143176,,James Braunsdorf,,Fci Advisors,jbraunsdorf@fciadvisors.com,(816) 329-1500,
10614612,,Anthony Tangredi,Financial Advisor,,anthony@tangredifinancialservices.com,,List Import
9573352,,Jivko Moutafov,,,jivko@dwmarkets.com,,List import
9645758,,Brett Marchi,,,brett@marchi-associates.com,,List import
11005712,Inactive Investor,Sarah Urcino,,Key Investment Services LLC Salt Lake City UT 1939 W 4700 S,sarah.urcino@key.com,,Salesforce
11203157,Inactive Investor,Bradley Olson,Chief Compliance Officer;Co-Founder;Managing Member,Omega Wealth Private Capital LLC,brad@owprivatecapital.com,,Salesforce
10603797,,Peter Davidson,"Chief Executive Officer, Managing Director",Aligned Climate Capital LLC,peter@alignedclimatecapital.com,,List Import
9631225,,Shalin Shah,,,shalinshah@gmail.com,,List import
11093333,Inactive Investor,John Peniche,Advisor,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,jpeniche@rwbaird.com,,Salesforce
11024404,Inactive Investor,Andrew Morris,,"Paradigm Equities, Inc.",andrew@meafs.com,,Salesforce
6695565,,Stephen Barrett,,,sbarrett@finncap.com,,Web form fillout
11138004,Inactive Investor,Christopher Ballerano,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",christopher.ballerano@nm.com,,Salesforce
10802430,Inactive Investor,Taylor Rose,Financial Advisor,Edward Jones Jackson OH 920 Veterans Dr,taylor.rose@edwardjones.com,,Salesforce
11066093,Inactive Investor,Michael Billa,Compliance Professional,"RBC Capital Markets, LLC Jersey City NJ 30 Hudson St",michael.billa@rbc.com,,Salesforce
10770989,Inactive Investor,Noel Wickwar,Director - Alternative Investments;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Denver CO 1550 Market St,noel.wickwar@morganstanley.com,,Salesforce
11014694,Inactive Investor,Blanca Vargas Pineda,,J.P. Morgan Securities LLC La Puente CA 925 N Hacienda Blvd,blanca.vargas-pineda@jpmorgan.com,,Salesforce
10487387,,Matthew Lasko,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor, Senior Institutional Consultant, Senior Retire",UBS Financial Services Inc.,matt.lasko@ubs.com,,List Import
11152005,Inactive Investor,Giuseppe Sellitto,Portfolio Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,giuseppe.sellitto@morganstanley.com,,Salesforce
234280,, -,,[[Unknown]],mo@oceaninvestment.com,,
11126919,Inactive Investor,Heather Syrocki,,"Allstate Financial Services, LLC Utica MI 46520 Van Dyke Ave",,,Salesforce
10758402,Inactive Investor,Denise Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,denise.cox@fmr.com,,Salesforce
9579399,,Mathew Whiteaker,,,mathew.whiteaker@lpl.com,,List import
10817474,Inactive Investor,Melvin Bell,,"Transamerica Financial Advisors, Inc Las Vegas NV 6375 S Pecos Rd",mel.bell@tfaconnect.com,,Salesforce
11161327,Inactive Investor,Daniel Hocking,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Saint Paul MN 400 Robert St N",dan.hocking@rbc.com,,Salesforce
10876475,Inactive Investor,Cathy Baughman,,Thrivent Investment Management Inc. Collinsville IL 210 Regency Ctr,,,Salesforce
10644726,,Eugene Kang,,,eugene.kang@raymondjames.com,,List Import
11190708,Inactive Investor,Anthony Carter,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
9586409,,Adnan Ashkar,,,adnan@adnanashkar.com,,List import
10794529,Inactive Investor,Robert Pearson,Managing Director;Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",robert.pearson@raymondjames.com,,Salesforce
9603352,,Gerald Goh,,,gerald.goh@sygnum.com,,List import
11140867,Inactive Investor,Shawn Healey,,Goldman Sachs & Co.,shawn.healey@gs.com,,Salesforce
10487696,,William Quinn,"Managing Partner, Regulatory Contact","Pearl Energy Investment Management, LLC",bquinn@pearl-energy.com,,List Import
10795004,Inactive Investor,Salvatore Giacalone,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",salvatore.giacalone@wellsfargoadvisors.com,,Salesforce
11014629,Inactive Investor,Shayan Hussain,,William Blair,shussain@williamblair.com,,Salesforce
10936365,Inactive Investor,Sheng-Chun Chiu,,"Charles Schwab & Co., Inc. San Ramon CA 3150 Crow Canyon Pl",selina.chiu@schwab.com,,Salesforce
11115259,Inactive Investor,Laura Chester,,PFS Investments Inc. Dallas TX 8131 Lbj Fwy,lchester@primerica.com,,Salesforce
9603992,,JAMES ALEXANDER,,,james.alexander@hayvnglobal.com,,List import
10865237,Inactive Investor,Roger Johnson,,Certified Advisory Corp,roger@financialgroup.com,,Salesforce
10789513,Inactive Investor,Milton Schultz,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
10611251,,Kevin Tucker,"Financial Advisor, Vice President",,kevin.a.tucker@ampf.com,,List Import
9561079,,Joshua McKay,,,jmckay@joshs.com,,List import
11191004,Inactive Investor,Victoria Ragland,President,"Equity Management, Inc. Saint Louis MO 1640 Pepperwood Dr",,,Salesforce
11076190,Inactive Investor,Kelly Brusalis,Executive Director;Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,kelly.brusalis@jpmorgan.com,,Salesforce
10942417,Inactive Investor,Daisy Riguero Villa,,Bradesco Investments Inc.,,,Salesforce
9599956,,manuel andreani,,,manuel.andreani@gmail.com,,List import
10859969,Inactive Investor,Samuel Kim,Senior Vice President,"Raymond James & Associates, Inc. Ashburn VA 20130 Lakeview Center Plz",sam.kim@raymondjames.com,,Salesforce
11071971,Inactive Investor,Matthew Guilford,Financial Consultant;Partner,LPL Financial LLC Hicksville OH 164 E High St,matthew.guilford@lpl.com,,Salesforce
11220137,,Daniel Corno,,,dcorno@masoncompanies.com,,Other
228674,, -,,[[Unknown]],albueno222@gmail.com,,
10829612,Inactive Investor,Mark Hale,,"Hornor, Townsend & Kent, LLC Roanoke VA 3130 Chaparral Dr",mhale@htk.com,,Salesforce
10811430,Inactive Investor,Jeremy Lott,,"Raymond James Financial Services, Inc. Tulsa OK 1343 E 71st St",jeremy.lott@raymondjames.com,,Salesforce
9551738,,Kevin Tamkei,,,kevintamkei2@hotmail.com,,List import
11210934,Inactive Investor,Manuel Buenconsejo,,"Allstate Financial Services, LLC Mililani HI 95-221 Kipapa Dr",manuelbuenconsejo@allstate.com,,Salesforce
86055,,Ryan Glesener,,United States,rmglesener@gmail.com,,
10965426,Inactive Investor,Na'Im Temlock,Client Relationship Associate,William Blair,,,Salesforce
11208598,Inactive Investor,Jennifer Boling,Compliance Manager;Member;Operations Manager;Regulatory Contact,Legacy Consulting Group Plano TX 5000 Legacy Dr,,,Salesforce
10840645,Inactive Investor,Franklin Rogers,Financial Advisor,"Wells Fargo Clearing Services, LLC Erie PA 100 State St",franklin.rogers@wellsfargoadvisors.com,,Salesforce
11219592,,Mark Scott,,,mark@bernzott.com,,Other
10908460,Inactive Investor,Richard Cribbs,Chief Financial Officer;Executive Vice President,Future Capital,rcribbs@futurecapital.com,,Salesforce
218922,,Weston Cooper,,[Unknown],wooper363@gmail.com,,
10790964,Inactive Investor,Mark Stierman,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",stiermanm@stifel.com,,Salesforce
10603806,,David Berns,"Chief Information Officer, Chief Investment Officer, Co-Founder, Regulatory Contact",Simplify Asset Management Inc.,david.berns@simplifyetfs.com,,List Import
9613049,,Wayne Stevens,,,wstevens@dearbornpartners.com,,List import
10963161,Inactive Investor,Daniel Sikand,,"Northwestern Mutual Investment Services, LLC Westborough MA 1400 Computer Dr",daniel.sikand@nm.com,,Salesforce
10923984,Inactive Investor,John McCabe,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",john.mccabe@empower.com,,Salesforce
9561244,,Kimberley Hamilton,,,kim.hamilton@voyafa.com,,List import
11013291,Inactive Investor,Jorge Gallego,,Cetera Advisor Networks LLC Jacksonville FL 10199 Southside Blvd,,,Salesforce
11176425,Inactive Investor,Colin Winkler,,Stonex Securities Inc. Youngstown OH 81 W Mckinley Way,colin.winkler@saswealth.com,,Salesforce
2804761,,Elfron Sno,,,elfronsno_89@outlook.com,,
11117339,Inactive Investor,Jay Miller,,NYLIFE Securities LLC Boynton Beach FL Private Residence,jaypmiller@ft.newyorklife.com,,Salesforce
11160746,Inactive Investor,Dominic Saragaglia,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dominic_saragaglia@vanguard.com,,Salesforce
11198527,Inactive Investor,Tiburtius Roberts,,J.P. Morgan Securities LLC Pearl River NY 1 E Central Ave,tiburtius.roberts@chase.com,,Salesforce
11177779,Inactive Investor,Heather Singleton,Financial Advisor,Edward Jones Bay Minette AL 208 E 2nd St,heather.singleton@edwardjones.com,,Salesforce
10494080,,John Dreher,,BNY,john.dreher@bnymellon.com,,List Import
11082938,Inactive Investor,Linda Ahmed,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 3800 Ming Ave",lahmed@ml.com,,Salesforce
11169408,Inactive Investor,Maxwell Graham,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10863723,Inactive Investor,Nicholas Oldham,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Retirement Plan Advisor,Mainstreet RIA LLC,nick@mainstreet-ria.com,,Salesforce
11207358,Inactive Investor,Patrick Carter,,"Raymond James Financial Services, Inc. Fort Lauderdale FL 2645 Executive Park Dr",patrick.carter@raymondjames.com,,Salesforce
10658142,,Ryan Schwebel,,,rschwebel@tradestation.com,,List Import
119778,,Timothy Schultz,Relationship Manager,"J. W. Cole Advisors, Inc.",tim.schultz@jw-cole.com,813-935-6776,
9586328,,David Garcia,,,dgarcia@regalsecurities.com,,List import
10993556,Inactive Investor,Leland Gonzales,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11145362,Inactive Investor,Gregory Ohl,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",gregory.ohl@wfafinet.com,,Salesforce
11139112,Inactive Investor,Peter Zwart,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",peter.zwart@prudential.com,,Salesforce
10656994,,Annalisa Griego,,,annalisa.griego@nm.com,,List Import
11025204,Inactive Investor,Michael Hopper,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,mdhopper@ft.newyorklife.com,,Salesforce
9592670,,Vickilynn Ellis,,,vellis@symonscapital.com,,List import
11193368,Inactive Investor,Charles Hallam,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",charles.hallam@wellsfargoadvisors.com,,Salesforce
10827714,Inactive Investor,Michael Kunzler,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",michael.kunzler@nm.com,,Salesforce
4988262,,Nic De,,,regrets.dodge-0r@icloud.com,,Web Form Fillout
11124620,Inactive Investor,Brittany Hughes,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10789323,Inactive Investor,Steven Wilkerson,Financial Advisor,LPL Financial LLC Broken Arrow OK 8404 S 8th St,steve.wilkerson@lpl.com,,Salesforce
11037839,Inactive Investor,Rene Moran,,J.P. Morgan Securities LLC Brea CA 270 S State College Blvd,rene.moran@jpmorgan.com,,Salesforce
11029694,Inactive Investor,David Smith,,"Allstate Financial Services, LLC New Baltimore MI 48820 Gratiot Ave",davidwsmith@allstate.com,,Salesforce
10887210,Inactive Investor,Frederick Owsley,,"Geneos Wealth Management, Inc. Scottsdale AZ 8115 E Indian Bend Rd",,,Salesforce
11221075,,Robert Brooks,,,rbrooks@wealthenhancement.com,,List Import
11071135,Inactive Investor,James Cirocco,,LPL Financial LLC Elmsford NY 45 Knollwood Rd,james.cirocco@lpl.com,,Salesforce
371315,,Franky Widjaja,,[Unknown],widfranky@gmail.com,,Salesforce
10895604,Inactive Investor,Paul Childress,Financial Advisor,LPL Financial LLC Jefferson City MO 801 W High St,paul.childress@lpl.com,,Salesforce
11111463,Inactive Investor,Owen Shin,,Deutsche Bank Securities Inc.,owen@deutschewealth.com,,Salesforce
352304,,Janine Breeden,New Business Coordinator,"Note Advisors, Llc",jbreeden@gcwcapital.com,716-256-1682,Manual List Upload
9633605,,lee sanghoon,,,gnsdl6145@gmail.com,,List import
9570392,,Alex Chen,,,alex.chen@citadel.com,,List import
10976690,Inactive Investor,Lisa Hyde,,"Allstate Financial Services, LLC Republic MO 509 E Elm St",lisahyde1@allstate.com,,Salesforce
11185501,Inactive Investor,Kenneth Vega,,State Farm VP Management Corp. Huntington NY 18 W Carver St,kenny.vega.mhgm@statefarm.com,,Salesforce
10877141,Inactive Investor,Robert Moore,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rocklin CA 2205 Sunset Blvd",rmoore24@ml.com,,Salesforce
11140475,Inactive Investor,Brian Colon,,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,bcolon@rwbaird.com,,Salesforce
10805042,Inactive Investor,Gary Madvin,,"Kestra Investment Services, LLC Encino CA 6345 Balboa Blvd",,,Salesforce
10764555,Inactive Investor,Sirena Hamel,Client Performance Analyst;Vice President,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",sirena.hamel@wellsfargoadvisors.com,,Salesforce
8635,,Roger Bittel,,[[Unknown]],info@cryptowelt.ch,,Direct
6474902,,Jeffrey Barra,,,cudacount239@gmail.com,,Web Form Fillout
10876379,Inactive Investor,Kevin Boyce,,"Farmers Financial Solutions, LLC Roseville CA 151 N Sunrise Ave",kboyce@farmersagent.com,,Salesforce
10955709,Inactive Investor,Joseph Malboeuf,Financial Advisor,LPL Financial LLC Colchester VT 354 Mountain View Dr,joseph.malboeuf@lpl.com,,Salesforce
11038626,Inactive Investor,Abdulraouf Noorie,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,rauf.noorie@fmr.com,,Salesforce
11023756,Inactive Investor,Carla Savage,Associate,Edward Jones Auburndale FL 2020 US Hwy 92 W,,,Salesforce
237574,, -,,[[Unknown]],robert.colejr@gmail.com,,Other
11097555,Inactive Investor,Thomas Walsh,Wealth Advisor,"Walsh & Associates, LLC Dekalb IL 444 E Hillcrest Dr",,,Salesforce
9583986,,Andrew Corradetti,,,drew.corradetti@oregonpacificwealth.com,,List import
10656310,,Terri Geiss,,,tgeiss@rwbaird.com,,List Import
9636351,,Susan Burghart,,,sburghart@pinnacleholdings.net,,List import
11125811,Inactive Investor,Chelsea Amann,,LPL Financial LLC Coeur D Alene ID 320 E Neider Ave,chelsea.amann@lpl.com,,Salesforce
11161595,Inactive Investor,Rebecca Phillips,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",rebecca.phillips@empower.com,,Salesforce
10949865,Inactive Investor,Christopher Mcnulty,,Vanguard Marketing Corporation,christopher_mcnulty@vanguard.com,,Salesforce
10924242,Inactive Investor,Peter Young,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",peter.young@tfaconnect.com,,Salesforce
11169596,Inactive Investor,Kevin Cook,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,kevin.cook@fidelity.com,,Salesforce
342220,, -,,[[Unknown]],harry@byzantinepartners.com,,Organic Search
10648083,,Leo Jaschke,,,leo@saturnfive.com,,List import
11059694,Inactive Investor,Frank Fitzgerald,,NYLIFE Securities LLC Greenville SC 880 S Pleasantburg Dr,fitzgeraldf@ft.newyorklife.com,,Salesforce
10755402,Inactive Investor,David Singer,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",david_singer@ml.com,,Salesforce
9584276,,Brian Gowell,,,bgowell@moodylynn.com,,List import
9600052,,Heather Ulz,,,heather@lifepro.com,,List import
9634454,,Napoleon Stephenson,,,nstephenson@hamiltonlane.com,,List import
10905247,Inactive Investor,Jessica Koppe,Financial Advisor,Edward Jones Steamboat Springs CO 601 Lincoln Ave,jessica.koppe@edwardjones.com,,Salesforce
10817441,Inactive Investor,Frederick Yankee,,"Osaic Wealth, Inc. Delray Beach FL 5300 W Atlantic Ave",,,Salesforce
10931100,Inactive Investor,Daniel Goldsmith,,"MML Investors Services, LLC Cumberland WI 1390 2nd Ave",dgoldsmith@financialguide.com,,Salesforce
10927093,Inactive Investor,Kellene Payne,,LPL Financial LLC Carlton OR Private Residence,kellene.payne@lpl.com,,Salesforce
10752439,Inactive Investor,Shane Talley,Financial Advisor,Edward Jones International Falls MN 1322 3rd St,shane.talley@edwardjones.com,,Salesforce
11123208,Inactive Investor,Venansia Tuineag,,J.P. Morgan Securities LLC Torrance CA 2549 Pacific Coast Hwy,venansia.ekawati@jpmorgan.com,,Salesforce
10824595,Inactive Investor,Trenton Hostutler,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,trent.hostutler@edwardjones.com,,Salesforce
10931819,Inactive Investor,Tatyana Karayeva,,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",tatyana.karayeva@ampf.com,,Salesforce
11163875,Inactive Investor,William Mcdavid,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",william.mcdavid@tiaa.org,,Salesforce
11153309,Inactive Investor,Felipe Valbuena,,VectorGlobal WMG,,,Salesforce
10752741,Inactive Investor,Paul Vardoulakis,,Commonwealth Financial Network Norwich CT 11 Wawecus St,pvardoulakis@commonwealth.com,,Salesforce
10902727,Inactive Investor,Robert Winebrenner,First Vice President - Investments,"Raymond James & Associates, Inc. Vienna WV 813 Grand Central Ave",bob.winebrenner@raymondjames.com,,Salesforce
10967709,Inactive Investor,William Davis,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10864307,Inactive Investor,Jennifer Riedeman,,"Raymond James Financial Services, Inc. Fond Du Lac WI 130 S Main St",jennifer.riedeman@raymondjames.com,,Salesforce
10780144,Inactive Investor,Steven Nieto,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",steven_nieto@ml.com,,Salesforce
10898854,Inactive Investor,Johny Makhijani,Financial Advisor,"Ameriprise Financial Services, LLC Tustin CA 14771 Plaza Dr",johny.g.makhijani@ampf.com,,Salesforce
11128994,Inactive Investor,Bradley Veenendaal,,"OFG Financial Services, Inc. Salina KS 120 S Santa Fe Ave",,,Salesforce
10802281,Inactive Investor,Charles Barber,,"Parkland Securities, LLC Tupelo MS 113 S Smith St",,,Salesforce
11157563,Inactive Investor,John Magnuson,,"FBL Marketing Services, LLC Lawrence KS 3115 W 6th St",john.magnuson@fblfinancial.com,,Salesforce
11181021,Inactive Investor,Fjorinda Koce,,Santander Securities LLC Wilmington MA 280 Main St,fjorinda.koce@santander.us,,Salesforce
9617710,,Soren Sudhof,,,soren.sudhof@maverickcap.com,,List import
11104005,Inactive Investor,Jeffrey Gaggin,Director - Alternative Investments;Financial Advisor;Portfolio Manager,Morgan Stanley Greenwich CT 1 Fawcett Pl,jeff.gaggin@morganstanley.com,,Salesforce
10615711,,Joshua Struble,,,strublej@stifel.com,,List Import
11080254,Inactive Investor,Jonathan Johnston,Financial Advisor,Edward Jones Charlotte NC 10715 Sikes Pl,jon.johnston@edwardjones.com,,Salesforce
11031086,Inactive Investor,Dominador Guzman,,Fidelity Brokerage Services LLC Brea CA 815 E Birch St,dominador.deguzmaniii@fmr.com,,Salesforce
10835818,Inactive Investor,Suzanne Yoder,Registered Client Service Associate,Morgan Stanley Cockeysville MD 303 International Cir,suzanne.yoder@morganstanley.com,,Salesforce
218717,,Samael Lopez,,[Unknown],samael.lopez@yahoo.com,,
11122810,Inactive Investor,Anne Proukou,Financial Advisor,Edward Jones Hampstead NC Private Residence,anne.proukou@edwardjones.com,,Salesforce
10803211,Inactive Investor,Christopher Chatfield,Private Wealth Investment Management Specialist;Senior Financial Analyst,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",chris.chatfield@ml.com,,Salesforce
11039929,Inactive Investor,Jaime Lozowsky,Member,Leyenda Capital,,,Salesforce
9624913,,Raymond Kingsfield,,,rkingsfield@steelfamilyinv.com,,List import
11090852,Inactive Investor,Aleksandr Roytman,Director - Retirement Plan Services,"Osaic FA, Inc. Rockville MD 5410 Edson Ln",aleksandr.roytman@lfg.com,,Salesforce
11008268,Inactive Investor,Michael Varon,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,michael.varon@lpl.com,,Salesforce
11202503,Inactive Investor,Adelaide Okonski,,Vanguard Marketing Corporation,adelaide_okonski@vanguard.com,,Salesforce
10966785,Inactive Investor,Christian Lazo,,PFS Investments Inc. Silver Spring MD 11002 Veirs Mill Rd,christian.lazo@primerica.com,,Salesforce
333214,,Tommy Zottner,,Portfolio Strategy Group,tzottner@thepsg.com,,Manual List Upload
11187125,Inactive Investor,Matthew Young,,Sigma Financial Corporation Overland Park KS 11020 King St,myoung@sigmarep.com,,Salesforce
10842957,Inactive Investor,Jai-Hong Park,,"Equitable Advisors, LLC Suwanee GA Private Residence",jai.park@equitable.com,,Salesforce
11177284,Inactive Investor,Jordan Livolsi,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11260429,Inactive Investor,Mark Mckee,,"Raymond James Financial Services, Inc. Casper WY 147 S McKinley St",mark.mckee@raymondjames.com,,Salesforce
9864069,,NARIN Seangsri,,,kammossmoss933@gmail.com,,Web Form Fillout
11264985,,JASMINE PATTERSON,,,jpjazz10@live.com,,Web Form Fillout
10794930,Inactive Investor,James Taylor,Compliance Officer;President,Taylor Financial Management Inc,,,Salesforce
9545366,,Joseph Chrisman,,,jchrisman@monographwealth.com,,List import
10889090,Inactive Investor,Robert Ellington-Montes,,"LaSalle St Securities, L.L.C. Missoula MT 2901 W Broadway St",,,Salesforce
11019721,Inactive Investor,Kevin Hemphill,,Lincoln Investment Bethlehem PA 1 E Broad St,khemphill@lincolninvestment.com,,Salesforce
11221494,,Robert Peterson,,,rpeterson@churchillmanagement.com,,List import
9571531,,Kyle Williams,,,kyle.williams@voyafa.com,,List import
10805828,Inactive Investor,Ryan Fleming,President;Principal,"Armstrong, Fleming & Moore, Inc. Washington DC 1850 M St NW",rfleming@afmfa.com,,Salesforce
10763071,Inactive Investor,David Daily,Financial Advisor,Edward Jones Alexandria LA 1434 Dorchester Dr,david.daily@edwardjones.com,,Salesforce
10816599,Inactive Investor,James Ducharme,First Vice President,"Raymond James & Associates, Inc. Melbourne FL 709 S Harbor City Blvd",james.ducharme@raymondjames.com,,Salesforce
371626,,oh shen king,,[Unknown],osk@vew.com,,Salesforce
10857051,Inactive Investor,Aaron Drone,Financial Advisor,"Ameriprise Financial Services, LLC Clermont FL 1635 E Hwy 50",aaron.k.drone@ampf.com,,Salesforce
10914930,Inactive Investor,Vivek Sharma,Senior Financial Advisor,"Gwynedd Wealth Partners, LLC Eaglevile PA Private Residence",vivek@gwyneddwealthpartners.com,,Salesforce
11071511,Inactive Investor,Carla Sims,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",carla.sims@tiaa.org,,Salesforce
11099997,Inactive Investor,Sergio Nolasco,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,,,Salesforce
11218472,,Diya Murthy,,,diya.murthy@jpmorgan.com,,List Import
10777805,Inactive Investor,Joseph Russell,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Melbourne FL 6767 N Wickham Rd",brent.russell@schwab.com,,Salesforce
10905402,Inactive Investor,Allan Narayan,,PFS Investments Inc. Patchogue NY 475 E Main St,allan.narayan@primerica.com,,Salesforce
11014576,Inactive Investor,April Morton,,LPL Financial LLC Murrells Inlet SC 11975 Hwy 17 Byp,april.whitman@lpl.com,,Salesforce
11183571,Inactive Investor,Mariah Baumer,,"W&S Brokerage Services, Inc. Loveland OH 6281 Tri Ridge Blvd",,,Salesforce
10944449,Inactive Investor,Kevin Derossett,,Country Capital Management Company Dwight IL 105 E Chippewa St,kevin.derossett@countryfinancial.com,,Salesforce
10906279,Inactive Investor,Kathleen Emerling,,NYLIFE Securities LLC Berkeley CA 821 Delaware St,khom@ft.newyorklife.com,,Salesforce
10884009,Inactive Investor,Joseph Halpin,Financial Advisor,Edward Jones Littleton CO 26 W Dry Creek Cir,nick.halpin@edwardjones.com,,Salesforce
10853037,Inactive Investor,Philip Cox,Managing Member,"Bluestone Wealth Planning, LLC",philip@bluestoneplanning.com,,Salesforce
11145482,Inactive Investor,Rickey Black,Regional Vice President,PFS Investments Inc. Oakland NJ 169 Ramapo Valley Rd,rickey.black@primerica.com,,Salesforce
9611562,,Lori Powell,,,lori.powell@elevagepartners.com,,List import
372443,,Serin philip,,United States,serinphilip1@gmail.com,,Salesforce
11161384,Inactive Investor,Keiko Mcinally,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
11047087,Inactive Investor,Yasmin Watanabe,Business Development Associate,Morgan Stanley New York NY 55 E 52nd St,elle.watanabe@morganstanley.com,,Salesforce
11067428,Inactive Investor,Jennifer Thomas,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10922110,Inactive Investor,Allison Mathias,,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO 14767 N Outer 40 Rd",,,Salesforce
10782336,Inactive Investor,Jeffrey Meyer,Director;President,Hardman Johnston Global Advisors LLC,jmeyer@hardmanjohnston.com,,Salesforce
11045188,Inactive Investor,Marc Avadikian,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",marc.v.avadikian@ml.com,,Salesforce
11205629,Inactive Investor,Robert Ryan,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",robertryan@financialguide.com,,Salesforce
38922,,Marjorie Opalski,Branch Manager,Capital Investment Advisors,mopalski@capitalamg.com,240-482-4000,
10921992,Inactive Investor,Brian Tobin,Wealth Advisor,TLWM Financial,brian@tlwmfinancial.com,,Salesforce
10874625,Inactive Investor,Charlene Gladden,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Chapel Hill NC 1414 Raleigh Rd",charlene.sampson@stifel.com,,Salesforce
10896706,Inactive Investor,Bryan Ittersagen,,"Raymond James Financial Services, Inc. Wheaton IL 620 W Roosevelt Rd",bryan.ittersagen@raymondjames.com,,Salesforce
10914854,Inactive Investor,Ka Lai Ng,Relationship Manager,"Citizens Securities, Inc. San Francisco CA 600 Montgomery St",kylie.ng@citizensbank.com,,Salesforce
10857668,Inactive Investor,James Carr,Managing Director;Regulatory Contact,Keystone Global Partners LLC,peyton@keystonegp.com,,Salesforce
11119816,Inactive Investor,Samuel Silverman,,Jefferies LLC,ssilverman@jefferies.com,,Salesforce
10869611,Inactive Investor,Brian Carter,Regional Leader,PFS Investments Inc. Middletown NY 2277 Goshen Tpke,bcarter@primerica.com,,Salesforce
10613170,,Joseph Grieco,"Senior Financial Advisor, Senior Vice President",,joseph.grieco@ml.com,,List Import
9562605,,Ronald Hebert,,,rhebert@massmutual.com,,List import
9548789,,Jessica Valenti,,,jessica.l.valenti@suntrust.com,,List import
10904249,Inactive Investor,Joseph Mattei,,"Horace Mann Investors, Inc. Plainville MA 51 Man Mar Dr",joseph.mattei@horacemann.com,,Salesforce
9546463,,Alex Jones,,,ajones3838@gmail.com,,List import
229554,, -,,[[Unknown]],tscalise71@gmail.com,,Direct
10618304,,Edward Denten,,,edward.denten@wellsfargoadvisors.com,,List Import
10910508,Inactive Investor,Timothy Hilterman,Financial Advisor;Investment Advisor Representative,"Whitcomb & Hess, Inc.",thilterman@whitcomb.com,,Salesforce
11103181,Inactive Investor,Amelia Metzler,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",amelia.metzler@ml.com,,Salesforce
10984211,Inactive Investor,Rima Westbrook,,J.P. Morgan Securities LLC The Colony TX 4895 State Hwy 121,rima.l.westbrook@jpmorgan.com,,Salesforce
11093831,Inactive Investor,Gregory Boyer,,"OneAmerica Securities, Inc. West Lafayette IN Private Residence",greg.boyer@oasecurities.com,,Salesforce
9646969,,Deena Michelle,,,dkobrin@nextfinancial.com,,List import
11211175,Inactive Investor,Felipe Lopez,,"Wells Fargo Clearing Services, LLC Palm City FL 2801 SW High Meadows Ave",felipe.lopez@wellsfargo.com,,Salesforce
10913402,Inactive Investor,Donald McDonald,,Cetera Financial Specialists LLC Rome GA 715 Avenue A NE,,,Salesforce
10864383,Inactive Investor,Patricia Wiley,,"Principal Securities, Inc.",wiley.patti@principal.com,,Salesforce
9632918,,Christian Cavanagh,,,christian_cavanagh@yahoo.com.ar,,List import
9577171,,Scott O?Callaghan,,,spoc11@aol.com,,List import
10778902,Inactive Investor,Matthew Buchsbaum,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,matthew.buchsbaum@ubs.com,,Salesforce
11054876,Inactive Investor,Brian Devers,,TradeWeb L.L.C,brian.devers@tradeweb.com,,Salesforce
11090733,Inactive Investor,John Greene,Vice President - Wealth Management,UBS Financial Services Inc. Lynnwood WA Private Residence,john.greene@ubs.com,,Salesforce
231605,,D -,,D [[Unknown]],dltfin@tutanota.com,,Advertising
10987697,Inactive Investor,Rebecca Spencer,,PFS Investments Inc. Sedalia MO 1313 W 16th St,rspencer.1895h@primerica.com,,Salesforce
10866541,Inactive Investor,Eric Schwartz,Investment Advisor Representative;Managing Member;President;Regulatory Contact,"AEM Asset Management, LLC",,,Salesforce
9567708,,Hristos Karangunis,,,hristosk@hotmail.com,,List import
341124,,Neil Sheth,Partner And Member Of The Governance Board,"Nepc, Llc",nsheth@nepc.com,(617) 374-1300,Manual List Upload
11179469,Inactive Investor,Peter Collazo,Assistant Vice President;Wealth Management Associate,Morgan Stanley Miami Beach FL 1691 Michigan Ave,peter.collazo@morganstanley.com,,Salesforce
10990327,Inactive Investor,Jonathan Milani,,William Blair,jmilani@williamblair.com,,Salesforce
11128296,Inactive Investor,Olivia Karch,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",olivia.karch@ml.com,,Salesforce
10971783,Inactive Investor,Kurt Carpenter,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11235281,Inactive Investor,Leonard Bodnar,Investment Advisor Representative,Tucker Asset Management LLC,leonard.bodnar@tuckeram.com,,Salesforce
11169518,Inactive Investor,Ross Lopez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
244084,,Perry Diede,Financial Advisor,Full Circle Advisors,perry@fullcircleadvisors.com,18003239171,Manual List Upload
10488299,,Leonard Mitchell,"Chief Executive Officer, Founder, Limited Partner, President","Lantern Capital Partners, L.P.",andy.mitchell@lanternam.com,,List Import
10825127,Inactive Investor,Stephen Birnbaum,Analyst - Consulting Group;Financial Analyst,Morgan Stanley Garden City NY 1200 Franklin Ave,steve.birnbaum@morganstanley.com,,Salesforce
11207215,Inactive Investor,Francisco Narvaez,Chief Executive Officer;Manager,Valor Advisors LLC,francisco.narvaez@valorad.com,,Salesforce
11058635,Inactive Investor,Shir McGettigan,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,shir.mcgettigan@lpl.com,,Salesforce
10780177,Inactive Investor,Krystle Abitabile,,Goldman Sachs & Co.,krystle.sanchez@gs.com,,Salesforce
11162450,Inactive Investor,Kevin Kordsmeier,Financial Advisor,Edward Jones Little Rock AR 415 N McKinley St,kevin.kordsmeier@edwardjones.com,,Salesforce
11210519,Inactive Investor,Alan Baker,Associate,Edward Jones Cleveland OK 214 S Broadway St,alan.baker@edwardjones.com,,Salesforce
9570547,,Vlad Kotlyarksy,,,vkotlyarsky@wsadv.com,,List import
10828263,Inactive Investor,Mark Watroba,Senior Vice President,"Raymond James & Associates, Inc. Ann Arbor MI 350 S Main St",mark.watroba@raymondjames.com,,Salesforce
340535,,David Welch,Chief Financial Officer,Waverton Investment Management Limited,dwelch@johim.co.uk,004-420-74847496,Manual List Upload
10897189,Inactive Investor,Alexandra Arpaia,,Goldman Sachs & Co.,,,Salesforce
11085037,Inactive Investor,Michael Berger,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Jericho NY 2 Jericho Plz,michael.berger@morganstanley.com,,Salesforce
35458,,Shari Bartz,Client Advisor,"SunTrust Advisory Services, Inc.",shari.bartz@suntrust.com,407-621-6275,
9615127,,DONG SUN SHIN,,,alcave@naver.com,,List import
374668,,Shane McGreevy,,[Unknown],srmcgree@yahoo.com,,Bing Natural Search
10931219,Inactive Investor,Stephen Calvert,,GWN Securities Inc. Dayton OH 3938 Dayton-Xenia Rd,scalvert@gwnsecurities.com,,Salesforce
10613410,,Christopher Riley,"Senior Financial Advisor, Vice President",,christopher.m.riley@ml.com,,List Import
11120798,Inactive Investor,Jeffrey Patrick,Private Client Advisor,J.P. Morgan Securities LLC New York NY 1860 Broadway,jeffrey.a.patrick@jpmorgan.com,,Salesforce
9588249,,Ellen Le,,,ellen@ascendinvmgt.com,,List import
10904994,Inactive Investor,Lane Woodward,,"Allstate Financial Services, LLC Highland IN 2305 Main St",laneniebergall@allstate.com,,Salesforce
11015521,Inactive Investor,Riley Dent,,Mutual of America Securities LLC Long Beach CA 111 W Ocean Blvd,riley.dent@mutualofamerica.com,,Salesforce
10783707,Inactive Investor,Jacqueline Zuleger,,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",zulegerj@stifel.com,,Salesforce
65445,,John Swanson,Managing Member,"Sheppard Wealth Management, Llc",john@sheppardwealth.com,541-604-8603,Manual List Upload
9550004,,Brandon Jaffe,,,bjaffe@lakewoodlp.com,,List import
11184466,Inactive Investor,Stephen Biggs,Head - Alternative Investments;Managing Director,"The Mather Group, LLC Lafayette CA 3685 Mt Diablo Blvd",s.biggs@themathergroup.com,,Salesforce
11155267,Inactive Investor,Carrie Hughes,Financial Advisor,LPL Financial LLC Springfield VA 6116 Rolling Rd,,,Salesforce
9564655,,Mary godino,,,mary.godino@wfadvisors.com,,List import
10911025,Inactive Investor,Keith Berg,Financial Advisor,LPL Financial LLC Ogden IA 309 W Walnut St,keith.berg@lpl.com,,Salesforce
10776440,Inactive Investor,Johnny Liu,Financial Advisor;International Client Advisor;Portfolio Manager;Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,johnny.liu@morganstanley.com,,Salesforce
11089375,Inactive Investor,William Hornbuckle,Private Client Advisor,J.P. Morgan Securities LLC Green Bay WI 935 Pilgrim Way,william.i.hornbuckleiv@jpmorgan.com,,Salesforce
10843224,Inactive Investor,Vincent Whatley,,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",vincent.whatley@wellsfargoadvisors.com,,Salesforce
10775162,Inactive Investor,Richard Armellini,Branch Manager;Vice President,"Charles Schwab & Co., Inc.",richard.armellini@schwab.com,,Salesforce
11100119,Inactive Investor,Margaret Schollmeyer,Portfolio Associate,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,margie.schollmeyer@morganstanley.com,,Salesforce
10824202,Inactive Investor,Gary Takacs,Financial Advisor;Portfolio Manager;Senior Director - Investments,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,gary.takacs@opco.com,,Salesforce
11230846,Inactive Investor,Kristy Motta,Financial Advisor,LPL Financial LLC Beaverton OR 1915 NE Stucki Ave,kristy.motta@lpl.com,,Salesforce
11038543,Inactive Investor,Garth Webb,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
372651,,Gregg Stephenson,,[Unknown],papagreggster@aol.com,,Google Natural Search
9569645,,Eric Parnitzke,,,eric.parnitzke@fmr.com,,List import
11156757,Inactive Investor,Ryan Curth,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",ryan.curth@tiaa.org,,Salesforce
75325,,Jack Ma,,United States,2160184431@qq.com,,
5114140,,Luca Grassi,,,luca.grassi.68@gmail.com,,Web Form Fillout
10964723,Inactive Investor,Risa Toyama-Jarboe,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11129616,Inactive Investor,Jake Malkiewicz,,Citigroup Global Markets Inc. Irvine CA 400 Spectrum Center Dr,,,Salesforce
11022424,Inactive Investor,Michael Maresca,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,michael.maresca@fmr.com,,Salesforce
10991217,Inactive Investor,Dane May,Chief Operating Officer;Co-Founder;Managing Member;Principal,DePaolo & May Strategic Wealth LLC,,,Salesforce
63457,,Bill Day,Advisor,"Engrave Wealth Partners, LLC",bill.day@engravewealth.com,281-616-5935,
5361661,,Stephen Capone,,,scapone@capricepa.com,,Web Form Fillout
9647187,,Steven Klipowicz,,,klipwit0951@gmail.com,,List import
10968641,Inactive Investor,Patrick Montgomery,,"Equity Services, Inc. Marlton NJ 1108 Barclay Blvd",,,Salesforce
10849085,Inactive Investor,Larry Adams,Financial Professional,LPL Financial LLC Cumming GA 327 Dahlonega St,gregg.adams@lpl.com,,Salesforce
10985671,Inactive Investor,Bryan Ross,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
10963868,Inactive Investor,Nicholas Ryan,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11087854,Inactive Investor,Kiva Small,,"Northwestern Mutual Investment Services, LLC Marion IN 211 S Washington St",kiva.small@nm.com,,Salesforce
11014001,Inactive Investor,Johnny Morales,,J.P. Morgan Securities LLC North Hollywood CA 6400 Laurel Cyn Blvd,johnny.morales@jpmorgan.com,,Salesforce
11172263,Inactive Investor,Thomas Murray,Financial Advisor,"Ameriprise Financial Services, LLC Sparta NJ Private Residence",thomas.p.murray@ampf.com,,Salesforce
11220041,,Edward Daude,,,edward@cainwatters.com,,Other
10852251,Inactive Investor,Michele Pearson Tucker,Financial Advisor,Edward Jones Athens GA 690 Hwy 29 N,michele.pearson@edwardjones.com,,Salesforce
10841650,Inactive Investor,Martin Bry,Financial Advisor,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",terry.bry@raymondjames.com,,Salesforce
11149040,Inactive Investor,Corrine Bultman,,"Coordinated Capital Securities, Inc. Brookfield WI 13625 Bishops Dr",,,Salesforce
10773981,Inactive Investor,Jason Forgy,,"Cambridge Investment Research, Inc. Overland Park KS 11872 W 91st St",,,Salesforce
10777163,Inactive Investor,Javier Gonzalez,,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
11074186,Inactive Investor,David Forbes,Chairman;President;Regulatory Contact,Petra Financial Advisors Inc,dave@petrafinancial.com,,Salesforce
9577506,,Rahul Singh,,,rsingh5@cox.net,,List import
11125186,Inactive Investor,Johnny Weatherford,,"Wells Fargo Clearing Services, LLC San Diego CA 510 W Washington St",,,Salesforce
11173885,Inactive Investor,Laura Kuntz,Chief Compliance Officer;Managing Member;Member;Principal;Senior Wealth Manager,Laurel Wealth Planning,laura.kuntz@laurelwealthplanning.com,,Salesforce
10758462,Inactive Investor,Patricia Windham,Financial Advisor,"Wells Fargo Clearing Services, LLC Pensacola FL 125 E Intendencia St",pat.s.windham@wellsfargoadvisors.com,,Salesforce
10833209,Inactive Investor,Gwen Tyler,,"Wells Fargo Clearing Services, LLC Denver CO 2043 S Colorado Blvd",gwen.tyler@wellsfargoadvisors.com,,Salesforce
9584489,,Matthew Heiner,,,matthew.heiner@fmr.com,,List import
10957786,Inactive Investor,Thomas Rose,,"Raymond James Financial Services, Inc. Marietta OH 138 Putnam St",thomas.rose@raymondjames.com,,Salesforce
11160594,Inactive Investor,Marcio Brito De Lima,,Itau International Securities Inc.,,,Salesforce
11148473,Inactive Investor,Thomas Kirkpatrick,Financial Consultant,Thrivent Investment Management Inc. Ontario CA 3200 Inland Empire Blvd,thomas.kirkpatrick@thrivent.com,,Salesforce
7116244,,voleak phorn,,,sojos40234@luxeic.com,,Web Form Fillout
342440,,Claire Mcinnis,Controller,"Satori Capital, Llc",claire@satoricapital.com,214-390-6270,Manual List Upload
9648054,,ABEL GARZA,,,garza0080@yahoo.com,,List import
11015721,Inactive Investor,Michael Stocksick,Private Client Advisor,J.P. Morgan Securities LLC West Lafayette IN 309 Sagamore Pkwy W,michael.stocksick@jpmorgan.com,,Salesforce
52582,,Jacob Thompson,,Thrivent Investment Management Inc.,jacob.thompson@thrivent.com,507-534-3411,
10942671,Inactive Investor,Nicholas Cambra,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10951135,Inactive Investor,William Kenney,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
9580786,,Richard Wild,,,richard.wild@iohk.io,,List import
10841714,Inactive Investor,Kennedy Klein,Client Service Associate,Morgan Stanley Boca Raton FL 4855 Technology Way,kennedy.klein@morganstanley.com,,Salesforce
149614,,Tyler Harris,,[Unknown],tlharri3@gmail.com,,Webinar
9628771,,Limuni Pa,,,plimunia@gmail.com,,List import
10646785,,Craig Ciarlelli,,,ciarlellic@ceteranetworks.com,,List Import
11124673,Inactive Investor,Michael Zak,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11006343,Inactive Investor,Stephanie Winiarski,,"Prudential Annuities Distributors, Inc",stephanie.winiarski@prudential.com,,Salesforce
11066660,Inactive Investor,Alicia Wilson,Private Client Assistant,Janney Montgomery Scott LLC Meadville PA 900 Water St,awilson@janney.com,,Salesforce
10842498,Inactive Investor,Kesia Brown,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
11141279,Inactive Investor,Avery Trendel,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10901648,Inactive Investor,Tenley Davenport,,Edward Jones Chester VA 13135 Rivers Bend Blvd,tenley.davenport@edwardjones.com,,Salesforce
11187482,Inactive Investor,Stephanie Keys,,J.P. Morgan Securities LLC Slidell LA 350 Gause Blvd,stephanie.keys@jpmorgan.com,,Salesforce
11021637,Inactive Investor,Juan Guarin,,J.P. Morgan Securities LLC Miami Beach FL 474 W 41st St,juan.guarin@jpmorgan.com,,Salesforce
9623188,,Kathryn Leister,,,kleister1@gmail.com,,List import
11211319,Inactive Investor,Kody Berman,,"Wells Fargo Clearing Services, LLC Tucson AZ 7191 E Golf Links Rd",,,Salesforce
10828097,Inactive Investor,Lisa Sciuto,,Morgan Stanley Riverhead NY 611 E Main St,lisa.sciuto@morganstanley.com,,Salesforce
11124211,Inactive Investor,Shannon Calhoun,Senior Client Associate;Vice President,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,shannon.calhoun@jpmorgan.com,,Salesforce
10866143,Inactive Investor,Bruce Boyer,,Goldman Sachs & Co.,,,Salesforce
11168220,Inactive Investor,Blake Mcallister,Client Service Associate,UBS Financial Services Inc. Seattle WA 925 4th Ave,,,Salesforce
10862043,Inactive Investor,Kunal Khanna,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,kunal.khanna@evercore.com,,Salesforce
10877370,Inactive Investor,Steven Dunn,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conshohocken PA 300 Conshohocken State Rd W",steven.a.dunn@ml.com,,Salesforce
10947876,Inactive Investor,James Rollar,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,james_rollar@vanguard.com,,Salesforce
11153183,Inactive Investor,Haleigh Miller,Client Associate,Janney Montgomery Scott LLC Canonsburg PA 375 Southpointe Blvd,hmiller@janney.com,,Salesforce
10911989,Inactive Investor,Andrew Kroll,Sales Assistant,LPL Financial LLC Milwaukee WI 2365 N Mayfair Rd,andrew.kroll@lpl.com,,Salesforce
10991860,Inactive Investor,Marcos Alvarado,,PFS Investments Inc. Miami FL 7955 NW 12th St,malvaradocastillo@primerica.com,,Salesforce
11018416,Inactive Investor,Anne Stclair,Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. West Chester PA Private Residence",anne.stclair@usbank.com,,Salesforce
10616482,,Kenneth Busch,,,kenneth.busch@edwardjones.com,,List Import
10505800,,Tara Siegel Bernard,Reporter,NY Times,tara@nytimes.com,917-757-1298,List import
11150483,Inactive Investor,Alexander Karns,,"Empower Financial Services, Inc Windham NH Private Residence",alexander.karns@empower.com,,Salesforce
10754121,Inactive Investor,Melissa Pavone,Director - Investments,Forefront Westhampton Beach NY 3 Woodland Ave,,,Salesforce
11023240,Inactive Investor,Benjamin Johns,Vice President,"Wells Fargo Advisors Financial Network, LLC Bradenton FL 2704 Manatee Ave W",benjamin.johns@wellsfargoadvisors.com,,Salesforce
11078268,Inactive Investor,Brittney Stephens,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",brittney.stephens@nm.com,,Salesforce
11144241,Inactive Investor,Patrick Hynes,,Fidelity Brokerage Services LLC Spring TX 1701 Lake Robbins Dr,patrick.hynes@fidelity.com,,Salesforce
10857598,Inactive Investor,Megan Prochniak,Partner,Paladin Partners Milwaukee WI Private Residence,megan.prochniak@paladinpartners.biz,,Salesforce
10943114,Inactive Investor,Glynn Perryman,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,glynn.perryman@leerink.com,,Salesforce
10926201,Inactive Investor,Dean Khatib,Chief Compliance Officer;Member;President;Wealth Manager,Desla Wealth Management,dean@deslawealth.com,,Salesforce
10814904,Inactive Investor,James Henley,,LPL Financial LLC Madison MS Private Residence,larry.henley@lpl.com,,Salesforce
10908800,Inactive Investor,Chadwick Griggs,,LPL Financial LLC Birmingham AL 4720 Chace Cir,chadwick.griggs@lpl.com,,Salesforce
11166743,Inactive Investor,Santiago Gonzalez-Anderson,,J.P. Morgan Securities LLC New Port Richey FL 3315 Redeemer Way,,,Salesforce
10796027,Inactive Investor,John Holleran,Private Wealth Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jholleran@ml.com,,Salesforce
11042216,Inactive Investor,Michele Hunter,,"Raymond James & Associates, Inc. New York NY 320 Park Ave",michele.hunter@raymondjames.com,,Salesforce
10881502,Inactive Investor,Ralph Hodge,Chief Investment Officer;President,"SilverLeaf Investment Group, LLC",rhodge@silverleafinv.com,,Salesforce
10982014,Inactive Investor,Justin Reakes,,Key Investment Services LLC Tualatin OR 18650 SW Boones Ferry Rd,justin.reakes@key.com,,Salesforce
11148587,Inactive Investor,Travis Cloud,Financial Services Representative,"MML Investors Services, LLC Austin TX 317 Grace Ln",,,Salesforce
11011910,Inactive Investor,Veronica Francois-Coleman,,PFS Investments Inc. Augusta GA 3124 Washington Rd,veronica.francoiscoleman@primerica.com,,Salesforce
9603046,,LaPango Jose,,,josepalango@yahoo.com,,List import
10761191,Inactive Investor,Bernardo Acebal,Executive Director;Family Wealth Director;International Client Advisor;Investment Management Consultant;Private Wealth Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,bernardo.acebal@morganstanley.com,,Salesforce
124233,,John Quinn,Project Manager,"Moneta Group Investment Advisors, Llc",johnquinn50@gmail.com,(508) 752-6773,
11129655,Inactive Investor,Peter Ford,Director;Financial Advisor,UBS Financial Services Inc. Boulder CO 1801 13th St,peter.f.ford@ubs.com,,Salesforce
10764196,Inactive Investor,Karen Middleton,,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,karen.c.martin@morganstanley.com,,Salesforce
212894,,Josh Kitchen,,[Unknown],jkitchen@k2am.com.au,,Organic Search
11207473,Inactive Investor,Rafael Gutierrez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",,,Salesforce
10773898,Inactive Investor,Charles Pollock,Financial Services Representative,"MML Investors Services, LLC San Mateo CA 1900 S Norfolk St",tpollock@financialguide.com,,Salesforce
335593,,Chad Burkhardt,"Managing Director, Private Real Estate",Centersquare Investment Management Llc,cburkhardt@centersquare.com,610-834-9500,Manual List Upload
349769,,Jessica Bimonte,Client Associate,"Lokken Investment Group, Llc",jbimonte@lokkeninvest.com,302-645-6650,Manual List Upload
9593576,,Ashley Warda,,,awarda@financialengines.com,,List import
9542665,,TOM GIBB,,,tgibb@lightspeed.com,,List import
10775119,Inactive Investor,Therese Stockenberg,Client Service Associate;Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10916548,Inactive Investor,Sheila Justin,,"Hazard & Siegel, Inc. Depew NY 3260 Walden Ave",sjustin@hazardsiegel.com,,Salesforce
11231616,Inactive Investor,Cheryl Giustiniano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Islip NY 540 Montauk Hwy",cheryl.giustiniano@ml.com,,Salesforce
10993531,Inactive Investor,Michelle Walsh,Registered Assistant,"Osaic FA, Inc. Wilmington DE 2036 Foulk Rd",michelle.garibian@lfg.com,,Salesforce
9620943,,insu ho,,,hoinsu@naver.com,,List import
144053,,Martin Gaspar,,Wells Fargo,martygaspar@gmail.com,5185247304,
11074830,Inactive Investor,David Lamay,Financial Advisor,"Essex Financial Services, Inc.",dlamay@essex.financial,,Salesforce
9637856,,Boris Suchanek,,,boris.suchanek@swisslifeselect.sk,,List import
11233034,Inactive Investor,Cory Britton,Senior Compliance Specialist,"Wells Fargo Clearing Services, LLC Tempe AZ 1150 W Washington St",,,Salesforce
248307,,jay wolff,Innovation Advisor,The Change Reaction,jay.wolff@gmail.com,,Manual List Upload
11219130,,Eric Ganeles,,,eric.ganeles@creativeplanning.com,,Other
10886511,Inactive Investor,James Mcnally,Private Client Advisor,J.P. Morgan Securities LLC Clemson SC 1075 Tiger Blvd,james.p.mcnally@jpmorgan.com,,Salesforce
10936444,Inactive Investor,Troy Ferguson,Owner,Ferguson Financial Planning,troy@fergusonfp.com,,Salesforce
11063682,Inactive Investor,Constance Bush,,PFS Investments Inc. Brooklyn NY 457 New Lots Ave,constance.bush@primerica.com,,Salesforce
9563978,,Robert Martinez,,,robertmartinez612@yahoo.com,,List import
209621,,Alice Kasel,,Fidelity Personal and Workplace Advisors,alice.kasel@fidelity.com,,
9568900,,Michael Pfauth,,,mike.pfauth@suntrust.com,,List import
229139,, -,,[[Unknown]],eruomatt@gmail.com,,Organic Search
10978817,Inactive Investor,Erin Donofrio,Assistant Vice President;Wealth Advisor,Citigroup Global Markets Inc. Boca Raton FL 101 E Camino Real,,,Salesforce
9553355,,nana otabil,,,nana.kojo@hotmail.com,,List import
195721,,Desmond Mensah,,[Unknown],dyms00986@gmail.com,,source
349923,,Scott Bartone,"Chief Operating Officer, Chief Product Officer, Co-Head - Investment Management, Portfolio Manager, Principal","O'Shaughnessy Asset Management, LLC",scott.bartone@osam.com,203-975-3333,Manual List Upload
10843280,Inactive Investor,Troy Smith,Chief Compliance Officer;Founder;President,Wake Wealth Management Co.,troy@wakewealth.com,,Salesforce
10759816,Inactive Investor,Antoinette Visconti,,Morgan Stanley Melville NY 58 S Service Rd,,,Salesforce
9577338,,Arnab Chaudhuri,,,arnie@yconomus.com,,List import
11119871,Inactive Investor,Sevag Vartanian,Founder;Investment Advisor;Member,Vartanian Capital Management,sevagv@vartaniancapital.com,,Salesforce
241429,,Sean McTigue,,Eversource Energy,sean.mctigue@eversource.com, +1 800 286 5000,Database Upload
11208643,Inactive Investor,Bradley Easom,,PlanMember Securities Corporation Dunnellon FL 20184 E Pennsylvania Ave,beasom@planmembersec.com,,Salesforce
11084124,Inactive Investor,Kobe Scrape,,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",kobe.scrape@benjaminfedwards.com,,Salesforce
196197,,Jim Brill,,[Unknown],jamesbrill@icloud.com,,
10942074,Inactive Investor,Leonard Wyss,,"B.B. Graham & Company, Inc.",,,Salesforce
9546172,,Joanne Po,,,joanne@coindesk.com,,List import
10811133,Inactive Investor,Anne McNamara,,J.P. Morgan Securities LLC New York NY 610 Madison Ave,anne.mcnamara@jpmorgan.com,,Salesforce
11071773,Inactive Investor,Julio Gonzalez,,"Cambridge Investment Research, Inc. Jacksonville FL Private Residence",,,Salesforce
10889018,Inactive Investor,Albert Kaufman,Chief Compliance Officer;Financial Consultant;Managing Director;Managing Member,ADK Wealthcare Partners,al.kaufman@adkwealthcare.com,,Salesforce
10887432,Inactive Investor,Donald Malveaux,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
10797017,Inactive Investor,Michael Brown,,"Raymond James Financial Services, Inc. Saint Louis MO 165 N Meramec Ave",,,Salesforce
10893252,Inactive Investor,Timothy Rossi,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne PA 955 Chesterbrook Blvd",,,Salesforce
10989358,Inactive Investor,Blaine Stubbs,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",blaine@leadersgroup.net,,Salesforce
10998417,Inactive Investor,Callie Renner,Wealth Advisor,"Beacon Pointe Advisors, LLC Oceanside CA Private Residence",crenner@beaconpointe.com,,Salesforce
10908196,Inactive Investor,Siyavash Askari,,NYLIFE Securities LLC San Diego CA 4365 Executive Dr,saskari@ft.newyorklife.com,,Salesforce
28183,,Richard Chau,Managing Director,Tulane University Endowment,rchau@tulane.edu, +1 203 716 8473,Database Upload
11187989,Inactive Investor,Bryan Lozano,,J.P. Morgan Securities LLC Montebello CA 896 W Beverly Blvd,bryan.r.lozano@chase.com,,Salesforce
11233147,Inactive Investor,Kevin Wentworth,,"Avantax Investment Services, Inc.",,,Salesforce
11135385,Inactive Investor,Matthew Hoskins,Owner;President;Wealth Manager,"Kinnect Advisor Group, L.L.C.",matt@kinnectag.com,,Salesforce
2323248,,evan vink,,LPL Financial,evan.vink@lpl.com,,
10982334,Inactive Investor,Nicholas Ugarte,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",nicholas.ugarte@ml.com,,Salesforce
11263952,,Michael Lehrer,,,mlehrer1@gmail.com,7185944503,Web Form Fillout
9617609,,Corey Schieler,,,corey.schieler.hj54@statefarm.com,,List import
9601907,,Scott Aabel,,,scott.aabel@spireip.com,,List import
10800722,Inactive Investor,Virginia Whitley,Financial Advisor,Morgan Stanley Raleigh NC 3800 Glenwood Ave,virginia.whitley@morganstanley.com,,Salesforce
10890428,Inactive Investor,Heidi Koster,,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",heidi.koster@raymondjames.com,,Salesforce
11129397,Inactive Investor,Daniel Ford,Director;President;Principal,"Penobscot Investment Management Company, Inc.",dford@pimboston.com,,Salesforce
10966681,Inactive Investor,Shane Monaco,Client Service Associate,Oppenheimer & Co. Inc. Los Angeles CA 10880 Wilshire Blvd,shane.monaco@opco.com,,Salesforce
10494142,,Dan Brand,,Jane Street,dbrand@janestreet.com,,List Import
9647354,,Elliot Blatt,,,ejblatt@aol.com,,List import
9642089,,Kevin Schlenker,,,kevin@skaraudio.com,,List import
10964230,Inactive Investor,Derek Nowatzki,,Haese Financial Group Inc Mableton GA Private Residence,,,Salesforce
10606449,,Richard Saxton,"Executive Vice President, Manager, Member","Connective Portfolio Management, LLC",rsaxton@connectivepm.com,212-332-7932,
10841956,Inactive Investor,James Mann,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",james.mann@transamerica.com,,Salesforce
248207,,Ian Quinlan,Account Manager,Elwood Technologies,ian.quinlan@elwood.io,,Manual List Upload
10966222,Inactive Investor,Tirzah Haiola,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Humble TX 7702 FM 1960 Rd E",tirzah.haiola@ml.com,,Salesforce
10776133,Inactive Investor,Kevin Carbin,,Commonwealth Financial Network Brunswick ME 261 Bath Rd,kcarbin@commonwealth.com,,Salesforce
11156732,Inactive Investor,John Hineman,Financial Advisor;Senior Vice President,Morgan Stanley Valencia CA 24300 Town Center Dr,john.hineman@morganstanley.com,,Salesforce
11087280,Inactive Investor,Nimish Laliwala,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",nimish.laliwala@prudential.com,,Salesforce
11039775,Inactive Investor,Lakisha Roundtree,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,lakisha.roundtree@primerica.com,,Salesforce
10808143,Inactive Investor,Michael Juenger,,"Wells Fargo Clearing Services, LLC",michael.j.juenger@wfadvisors.com,,Salesforce
11065582,Inactive Investor,Larry Michaels,,State Farm VP Management Corp. Hagerstown MD 17753 Virginia Ave,larry.michaels.bvqs@statefarm.com,,Salesforce
10898863,Inactive Investor,Benjamin Bailey,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Little Rock AR 2226 Cottondale Ln",ben.bailey@raymondjames.com,,Salesforce
10932842,Inactive Investor,Erik Shotwell,Financial Professional,LPL Financial LLC Boise ID 1550 S Kimball Way,erik.shotwell@lpl.com,,Salesforce
10923789,Inactive Investor,Sabrina Johnson,,Fidelity Brokerage Services LLC,,,Salesforce
10761155,Inactive Investor,Kevin Bannister,Vice President,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",kevin.bannister@raymondjames.com,,Salesforce
10788518,Inactive Investor,John Phillips,,"Independent Financial Group, LLC Ferndale WA 1573 Main St",,,Salesforce
10909010,Inactive Investor,Donald Meade,,"Cambridge Investment Research, Inc. North Charleston SC 4000 Faber Place Dr",,,Salesforce
11046194,Inactive Investor,Elizabeth McKown,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Los Gatos CA 750 University Ave,emckown@rockco.com,,Salesforce
9618771,,Chetan Kapoor,,,ckapoor@tenzing-global.com,,List import
11175026,Inactive Investor,Brian Stephens,,"Avantax Investment Services, Inc. Baytown TX 2707 W Baker Rd",stephensb@myavantax.com,,Salesforce
11200355,Inactive Investor,Michael Tumer,,Clarion Advisors Inc.,michael@clarionadvisors.com,,Salesforce
10784036,Inactive Investor,Judy Galbraith,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Midland TX 550 W Texas Ave",judy.galbraith@rbc.com,,Salesforce
196810,,Robert Tynes,,Confluence Investment Management Llc,rtynes@confluenceim.com,,
10890546,Inactive Investor,Derek Johnson,Financial Advisor,LPL Financial LLC Laguna Niguel CA 28202 Cabot Rd,derek.johnson@lpl.com,,Salesforce
10892963,Inactive Investor,Jose Hernandez Cevada,,"Raymond James & Associates, Inc. Tucson AZ 5285 E Williams Cir",jose.hernandez-cevada@raymondjames.com,,Salesforce
11046303,Inactive Investor,Anne Golden,Advisor;Managing Director,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,agolden@rockco.com,,Salesforce
11129677,Inactive Investor,Gregory Krikorian,Account Vice President;Financial Advisor,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,gregory.krikorian@ubs.com,,Salesforce
11199721,Inactive Investor,William Demar,,LPL Financial LLC Saint Paul MN 710 Commerce Dr,william.demar@lpl.com,,Salesforce
10494292,,Kenneth Painter,"Chief Executive Officer, Chief Wealth Advisor, Founder","Strata Wealth Advisors, LLC",kpainter@stratawealth.com,,List import
11035980,Inactive Investor,Andrew Walsh,Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11190354,Inactive Investor,Jonathan Smith,,Thrivent Investment Management Inc. Hastings NE 212 W 3rd St,jon.smith@thrivent.com,,Salesforce
11185426,Inactive Investor,Chase Van Dam,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",chase.vandam@wellsfargoadvisors.com,,Salesforce
11067112,Inactive Investor,Philippos Gratsinopoulos,,"Farmers Financial Solutions, LLC Millbrae CA 1699 El Camino Real",pgratsinopoulos@farmersagent.com,,Salesforce
11124258,Inactive Investor,Dianna Miccolis,,"Raymond James Financial Services, Inc. Bohemia NY 640 Johnson Ave",dianna.miccolis@raymondjames.com,,Salesforce
10759363,Inactive Investor,Samuel Hodgson,Wealth Manager,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,samuel.hodgson@jpmorgan.com,,Salesforce
9643421,,kevin murphy,,,jt3620@gmail.com,,List import
214888,,Michelle Morgan,,United States,mmorgan805@icloud.com,,Organic Search
11161320,Inactive Investor,Vincent Albanese,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Paramus NJ 650 From Rd",vincent.albanese@rbc.com,,Salesforce
11067488,Inactive Investor,Matthew Garofalo,,Fidelity Brokerage Services LLC Ann Arbor MI 500 E Eisenhower Pkwy,matthew.garofalo@fmr.com,,Salesforce
10861363,Inactive Investor,Kimberley Last,Financial Advisor,"Western International Securities, Inc. Grand Junction CO 145 Grand Ave",klast@wisdirect.com,,Salesforce
11020883,Inactive Investor,Douglas Lackie,,PFS Investments Inc. Foxboro MA 124 Washington St,dlackie@primerica.com,,Salesforce
10802848,Inactive Investor,Stacey Muniz,Registered Assistant,LPL Financial LLC Boulder CO 4430 Arapahoe Ave,stacey.muniz@lpl.com,,Salesforce
10900063,Inactive Investor,Ethan Ruesink,Financial Advisor,"Northwestern Mutual Investment Services, LLC Prior Lake MN 4719 Park Nicollet Ave SE",ethan.ruesink@nm.com,,Salesforce
10963335,Inactive Investor,Scott Castilow,,LPL Financial LLC Bridgeport OH 300 Howard St,,,Salesforce
10950909,Inactive Investor,Sarah Kaskawal,Wealth Consultant Partner,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
78238,,Barton Couch,"Financial Advisor, Partner","Per Stirling Capital Management, LLC",bcouch@perstirling.com,512-527-8411,
11208192,Inactive Investor,Catalina Mejia - Hensel,,"Raymond James Financial Services, Inc. Merritt Island FL 2395 N Courtenay Pkwy",catalina.mejia-hensel@raymondjames.com,,Salesforce
11030660,Inactive Investor,Ronald Reagan,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11231802,Inactive Investor,David Shreve,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10760301,Inactive Investor,Bruce Severeid,Financial Advisor,LPL Financial LLC Puyallup WA 1002 39th Ave SW,bruce.severeid@lpl.com,,Salesforce
183898,,Michael Peters,,[Unknown],coolnbama2@gmail.com,,Direct
10808924,Inactive Investor,Gregory Shufro,Principal;Regulatory Contact;Senior Financial Advisor,"Shufro, Rose & Co., LLC",gshufro@shufrorose.com,,Salesforce
338010,,Jacob Wong,Director,"Dlj Real Estate Capital Partners, Llc",jwong@dljrecp.com,212-901-4928,Manual List Upload
11086424,Inactive Investor,Holly Van Dyke,,J.P. Morgan Securities LLC Goodyear AZ 9846 S Estrella Pkwy,holly.m.vandyke@jpmorgan.com,,Salesforce
11068901,Inactive Investor,Vincent Link,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",vince.link@truist.com,,Salesforce
10898234,Inactive Investor,John Delaney,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9636155,,James Bailey,,,jbailey@srbcorporation.com,,List import
11238396,Inactive Investor,Joseph Koziol,,Penwood Real Estate Investment Management LLC,jkoziol@penwoodre.com,,Salesforce
9629312,,Javier Barajas,,,javier.barajas@iese.net,,List import
9573968,,Lesley Xiao,,,lesleyxiao@uchicago.edu,,List import
351831,,Gregory Lally,"Senior Vice President, Fixed Income Portfolio Manager","Appleton Partners, Inc.",glally@appletonpartners.com,617-338-0700,Manual List Upload
9562266,,sean john,,,liam.overing@hotmail.com,,List import
9574750,,Landon Neuman,,,landon.neuman@transamerica.com,,List import
9631176,,M D,,,monica_dubois@hotmail.com,,List import
9640646,,Vitaliy Zadoynov,,,vzadoynov@gmail.com,,List import
10853302,Inactive Investor,Marcial Briggs,Financial Advisor,"Ameriprise Financial Services, LLC Columbia SC 845 Polo Rd",,,Salesforce
10860308,Inactive Investor,Leah Ogden,Financial Advisor;First Vice President,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,leah.ogden@morganstanley.com,,Salesforce
10982670,Inactive Investor,Phillip Seto,,"Osaic Wealth, Inc.",,,Salesforce
10974288,Inactive Investor,Augustin Luna,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,augustin.luna@primerica.com,,Salesforce
10995988,Inactive Investor,Francesco Scorsone,Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,francesco.scorsone@corient.com,,Salesforce
10872516,Inactive Investor,James Thorsen,,"Equitable Advisors, LLC Milwaukee WI 9401 W Beloit Rd",james.thorsen@equitable.com,,Salesforce
11081499,Inactive Investor,Karmel Lewis,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,karmel.lewis@fidelity.com,,Salesforce
9615553,,Suryaprakash Dubey,,,surya.dubey@regsurance.com,,List import
11194800,Inactive Investor,Kenneth Hartley,Chief Investment Officer,"Clarus Wealth Advisors, LLC",khartley@claruswealthadvisors.com,,Salesforce
10816364,Inactive Investor,Meredith Fiocchi,Associate Vice President,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",meredith.fiocchi@wellsfargoadvisors.com,,Salesforce
10786204,Inactive Investor,James Powell,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",james.powell@schwab.com,,Salesforce
11138134,Inactive Investor,Rajkumar Motwani,,Fidelity Brokerage Services LLC,,,Salesforce
11144139,Inactive Investor,Stephen San Roman,Financial Professional,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",ssanroman@financialguide.com,,Salesforce
9620600,,Zade Boniface,,,noobist@protonmail.com,,List import
10830184,Inactive Investor,Neil Klemme,,State Farm VP Management Corp.,,,Salesforce
9611441,,Scott Abrams,,,scottrandyabrams@gmail.com,,List import
58822,,William Harrell,Chief Compliance Officer,"Robert Harrell, Incorporated",wharrell@harrell.com,512-795-9100,
11192770,Inactive Investor,Philip Lammers,,Cetera Investment Services LLC Niles OH 1 S Main St,philip.lammers@ceterais.com,,Salesforce
11023471,Inactive Investor,Thomas Johnson,Relationship Manager,"Principal Securities, Inc. Kansas City MO Private Residence",johnson.tom@principal.com,,Salesforce
9608514,,Ruby Anne Silvestre,,,rubyannecruzsilvestre@gmail.com,,List import
10813472,Inactive Investor,David Siwiec,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",david_siwiec@ml.com,,Salesforce
10769088,Inactive Investor,Heather Eckles,Account Executive;Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",heather.eckles@ml.com,,Salesforce
10768628,Inactive Investor,Calida Stone,Senior Registered Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,calida.stone@morganstanley.com,,Salesforce
9605651,,Nick van Eck,,,nvaneck21@gmail.com,,List import
10960646,Inactive Investor,Zane Johnson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10657987,,Joshua Kopec,,,joshua.kopec@lpl.com,,List Import
10868986,Inactive Investor,Arron Vassel,,J.P. Morgan Securities LLC New York NY 525 Broadway,aaron.vassel@chase.com,,Salesforce
10818640,Inactive Investor,Brent Lyons,Financial Advisor,Edward Jones Metairie LA 3421 N Causeway Blvd,brent.lyons@edwardjones.com,,Salesforce
11068329,Inactive Investor,Steven Flodder,Financial Professional,"Equitable Advisors, LLC Katy TX 2770 Fm 1463 Rd",steven.flodder@equitable.com,,Salesforce
11069186,Inactive Investor,Wendell Graham,,Washington Securities Corporation,,,Salesforce
348240,,David Dryden,"Managing Member, Managing Partner",Insight Wealth Partners,david.dryden@insightwp.com,972-543-4800,Manual List Upload
196074,,Chunrong Wu,,[Unknown],chubwu1985@gmail.com,,source
10866908,Inactive Investor,Gerald Cassell,,"Allstate Financial Services, LLC Bristol TN 1510 Bluff City Hwy",gcassell@allstate.com,,Salesforce
11020826,Inactive Investor,Reeve Grinaker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10487505,,John Calandro,"Financial Advisor, Managing Director",Morgan Stanley,john.calandro@morganstanley.com,,List Import
113202,,Andrew Hall,"Financial Advisor, Managing Member, Regulatory Contact","Abel Hall, LLC",drew@abelhall.com,225-408-4000,
9601197,,sanjeev Neupane,,,platonicsanjeev@gmail.com,,List import
9638978,,Phil Otero,,,potero@catasana.com,,List import
10890714,Inactive Investor,Nicholas Ferraro,Financial Advisor,Edward Jones Aurora IL 1128 Prairie St,nick.ferraro@edwardjones.com,,Salesforce
10857739,Inactive Investor,Lori McKinney,Member,"Towerpoint Wealth, LLC",lmckinney@towerpointwealth.com,,Salesforce
10858542,Inactive Investor,Christopher Holden,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Imperium Wealth Management, LLC",cholden@imperiumwealth.com,,Salesforce
11205895,Inactive Investor,Bryttney Silvestris,,"Osaic Wealth, Inc. Irvine CA 2082 Michelson Dr",,,Salesforce
9560371,,HAKAN ERDENK,,,hakanerdenk5@gmail.com,,List import
11101107,Inactive Investor,Lester Butler,Financial Advisor,LPL Financial LLC Friendswood TX Private Residence,les.butler@lpl.com,,Salesforce
10838669,Inactive Investor,Jennifer Poole,,"Cambridge Investment Research, Inc. Rainbow City AL 3727 Rainbow Dr",,,Salesforce
10749998,,George Zacpal,,,financegdz@tutanota.com,,Web Form Fillout
9611896,,Steven Weerd,,,steven.vanderw@gmail.com,,List import
371362,,Jeffrey Stone,,United States,jmscapital@gmail.com,,Salesforce
10937737,Inactive Investor,Christopher Ellensohn,,"Northwestern Mutual Investment Services, LLC Schaumburg IL 1475 E Woodfield Rd",christopher.ellensohn@nm.com,,Salesforce
11126961,Inactive Investor,Shannon Murphy,Senior Investment Associate,"RBC Capital Markets, LLC Stuart FL 789 SW Federal Hwy",shannon.murphy@rbc.com,,Salesforce
11134401,Inactive Investor,Kiran Kher,,J.P. Morgan Securities LLC New York NY 349 5th Ave,kiran.x.kher@chase.com,,Salesforce
238657,,astern.w@gmail.com Stern,,[Unknown],astern.w@gmail.com,,source
11057207,Inactive Investor,Lisa McInerney,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",lisa.mcinerney@ml.com,,Salesforce
10875467,Inactive Investor,Dinah Thomas,Client Service Manager,"Ameriprise Financial Services, LLC Baton Rouge LA 8200 Village Plaza Ct",rachel.ortego@ampf.com,,Salesforce
9591228,,Robert Villaflor,,,rvillaflor@sprottglobal.com,,List import
11114347,Inactive Investor,Robert Clark,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",bob_clark@ml.com,,Salesforce
9540909,,Wayne Wen,,AP Capital Investment,wayne.wen@apcapitalinvestment.com,,List Import
9636204,,Tomasz Wija,,,twija@chathamfinancial.eu,,List import
10961595,Inactive Investor,Simon Konen,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,simon_konen@vanguard.com,,Salesforce
11001049,Inactive Investor,Sean Flaherty,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",sean.flaherty@equitable.com,,Salesforce
10800766,Inactive Investor,Janet Calcagno,Registered Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,janet.calcagno@morganstanley.com,,Salesforce
11230991,Inactive Investor,Jeffrey Mattonelli,Financial Advisor,LPL Financial LLC Princeton NJ 281 Witherspoon St,jeffrey.mattonelli@lpl.com,,Salesforce
10767025,Inactive Investor,Robert Yan,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sarasota FL 1819 Main St",robert.yan@ml.com,,Salesforce
11136938,Inactive Investor,Sharpe Sablon,,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10988030,Inactive Investor,Hamid Raji,,Thrivent Investment Management Inc. La Quinta CA 55335 Royal St George,hamid.raji@thrivent.com,,Salesforce
10805634,Inactive Investor,Leigh King,Private Wealth Advisor,"Ameriprise Financial Services, LLC Simsbury CT 963 Hopmeadow St",leigh.e.king@ampf.com,,Salesforce
11140204,Inactive Investor,Christopher Bourgeois,,"World Equity Group, Inc. Houston TX 4801 Woodway Dr",,,Salesforce
10939928,Inactive Investor,Christy Roe,Financial Advisor,"Osaic Wealth, Inc. Salt Lake City UT 746 E Winchester St",,,Salesforce
339297,,Jay Hewitt,Vice President,"Transamerica Retirement Advisors, Llc",jhewitt@divinvest.com,866-368-0566,Manual List Upload
11137087,Inactive Investor,Justin Larivee,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",justin.larivee@ml.com,,Salesforce
11197575,Inactive Investor,Kim Caldwell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",kim_caldwell@ml.com,,Salesforce
10784068,Inactive Investor,Matthew Sunde,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",sunde.matt@principal.com,,Salesforce
11229145,Inactive Investor,Mark Mcnally,,Goldman Sachs & Co.,,,Salesforce
11039369,Inactive Investor,Kamran Hedjasi,Family Wealth Advisor;Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Pasadena CA 55 S Lake Ave,kamran.hedjasi@morganstanley.com,,Salesforce
10786355,Inactive Investor,Kevin Crowell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.crowell@fidelity.com,,Salesforce
116538,,David Wray,Investment Advisor,"Securities America Advisors, Inc.",david.wray@securitiesamerica.com,,
11037893,Inactive Investor,Makayla Fechner,,J.P. Morgan Securities LLC Redding CA 910 Cypress Ave,makayla.fechner@jpmorgan.com,,Salesforce
9617760,,James Moore,,,jim@tiffund.com,,List import
10992109,Inactive Investor,Samuel Brand,,"VALIC Financial Advisors, Inc. Mt Juliet TN Private Residence",,,Salesforce
10829929,Inactive Investor,Neil Bradie,,B. Riley Wealth Management Boca Raton FL 2424 N Federal Hwy,,,Salesforce
11048208,Inactive Investor,Robert Thompson,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Toledo OH 7150 Granite Cir",robert.m.thompson@rbc.com,,Salesforce
11191660,Inactive Investor,Regina Taras,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Jacksonville FL 245 Riverside Ave",jeanie.taras@raymondjames.com,,Salesforce
9571058,,Jeff Comer,,,eamonirish@yahoo.com,,List import
11197186,Inactive Investor,Li-Su Tan,,Cetera Financial Specialists LLC Naperville IL 1120 E Ogden Ave,,,Salesforce
10846616,Inactive Investor,Lawrence McGovern,,"Charles Schwab & Co., Inc. Breezy Point NY Private Residence",larry.mcgovern@schwab.com,,Salesforce
2060825,,Greg Quigley,,,gquigley@basisengineers.com,,
11125971,Inactive Investor,Dawn McDuell,,"Avantax Investment Services, Inc. Elkins Park PA 7804 Montgomery Ave",,,Salesforce
11054503,Inactive Investor,Emily Murray,,Fidelity Brokerage Services LLC,,,Salesforce
11049377,Inactive Investor,Paul Reid,,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,paul.reid@primerica.com,,Salesforce
9575296,,Kevin O'Brien,,,kobrien@stratoswp.com,,List import
10874977,Inactive Investor,Robert Nelson,,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",,,Salesforce
10782384,Inactive Investor,Damon Abshire,,J.P. Morgan Securities LLC Lake Charles LA 127 W Broad St,damon.b.abshire@jpmorgan.com,,Salesforce
10968976,Inactive Investor,Cindy McClintic,Senior Branch Office Administrator,Edward Jones Hanover PA 805 Baltimore St,cindy.mcclintic@edwardjones.com,,Salesforce
10843024,Inactive Investor,Jay Spivak,Chief Compliance Officer;Managing Member;Owner,"Spivak Asset Management, LLC",,,Salesforce
10945341,Inactive Investor,Avshalom Gad,,NYLIFE Securities LLC Fishers IN 10515 Muir Ln,agad@ft.newyorklife.com,,Salesforce
11096826,Inactive Investor,Robert Kokol,Senior Investment Advisor,Atticus Wealth Management New Braunfels TX Private Residence,rkokol@atticuswm.com,,Salesforce
11219645,,Paige Christenberry,,,paige.christenberry@ceterafs.com,,Other
10962620,Inactive Investor,Craig Moore,,"Cambridge Investment Research, Inc. Dubois PA 821 Beaver Dr",,,Salesforce
10972025,Inactive Investor,Evelyn Perucho,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,evelyn.perucho@chase.com,,Salesforce
9644440,,John Frymire,,,jfrymire@aisweb.com,,List import
11207732,Inactive Investor,Lindsey Hitchcock,Wealth Advisor,"Wells Fargo Clearing Services, LLC Raleigh NC 4208 Six Forks Rd",,,Salesforce
10824445,Inactive Investor,Joseph Rowley,Chief Compliance Officer;Managing Member,Rowley Financial LLC Parker CO Private Residence,jsrowley@rowleyfinancial.com,,Salesforce
10754628,Inactive Investor,William Howell,Branch Office Manager;Senior Vice President - Private Client Group,Janney Montgomery Scott LLC Marietta OH 346 3rd St,whowell@janney.com,,Salesforce
10850246,Inactive Investor,William Kehoe,Financial Planner,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",william.kehoe@prudential.com,,Salesforce
72944,,Siddharth Raghavan,,Sutter Health,sraghavanmd@gmail.com,9255960513,Organic Search
11128877,Inactive Investor,Brandon Huffman,,State Farm VP Management Corp. Charleston WV 5509 Big Tyler Rd,,,Salesforce
10917011,Inactive Investor,Brendan Lyle,Member,Craven Capital LLC,,,Salesforce
11003622,Inactive Investor,Josue Ramos,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,josue.ramos@primerica.com,,Salesforce
9552818,,Mona Lara,,,mona.lara@thrivent.com,,List import
10746257,,Remy Brassard,,,remy.brassard1@gmail.com,4189322967,Web Form Fillout
5208718,,KF Kitchen,,,skip.kitchen@gmail.com,,Web Form Fillout
9631447,,Jesse Lamb,,,lostcauses@grr.la,,List import
11053183,Inactive Investor,John Sobel,Principal,"Chesley, Taft & Associates, LLC",j.sobel@chesleytaft.com,,Salesforce
10839897,Inactive Investor,Karen Goodfriend,Chief Compliance Officer;Managing Member;Owner;Principal,"WealthValues, LLC",,,Salesforce
9590572,,Michelle Denney,,,mdenney@integrityfi.com,,List import
10985304,Inactive Investor,Liang-Yu Taylor,,"Truist Investment Services, Inc. Duluth GA 3209 Buford Hwy",vivian.taylor@truist.com,,Salesforce
10975927,Inactive Investor,Joyce Lee,Wealth Advisor,First Foundation Advisors Los Angeles CA 10850 Wilshire Blvd,jlee@ff-inc.com,,Salesforce
347959,,Tenira Horton,Financial Support,"Radnor Financial Advisors, Llc",tenira.horton@radnorfinancial.com,610-975-0280,Manual List Upload
9575496,,kevin Ardoin,,,kevinardoin89@gmail.com,,List import
10488423,,Patty Lawyer,"Managing Director, Private Wealth Advisor",Rockefeller Financial LLC,plawyer@rockco.com,,List Import
10848378,Inactive Investor,Timothy Travis,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder;Managing Member,T&T Capital Management,tim@ttcapitalonline.com,,Salesforce
10859713,Inactive Investor,Charles Spiring,Shareholder,Emerge Capital Management Buffalo NY 325 Delaware Ave,,,Salesforce
11123951,Inactive Investor,Gayle Olivette,,"Vanderbilt Securities, LLC Fayetteville NY 7067 E Genesee St",,,Salesforce
9606581,,Tom Bradshaw,,,itz.tides@gmail.com,,List import
10953997,Inactive Investor,Anthea Li,,Jefferies LLC,,,Salesforce
5293384,,Paul William,,,paul.william54@yahoo.com,,Web Form Fillout
332890,,Steven Rife,CIO,"The Financial Advisory Group, Inc.",steven.rife@finadvisors.com,,
11152767,Inactive Investor,Daniel Dee,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sewickley PA 417 Thorn St",danny.dee@ml.com,,Salesforce
11076784,Inactive Investor,Georgia Rallis,Chief Compliance Officer;Financial Advisor;Managing Principal;Principal,"Northrock Investments, PLLC",,,Salesforce
10948283,Inactive Investor,Jeffrey Hanson,Partner;Wealth Advisor,Traphagen Financial Group,,,Salesforce
337207,,Kurt Brown,"Foundry Partners, Llc","Townsquare Capital, Llc",kurt@townsquarecapital.com,801-274-6010,
11045832,Inactive Investor,Joshua Marriott,,"HighTower Securities, LLC Port Chester NY 800 Westchester Ave",jmarriott@hightoweradvisors.com,,Salesforce
9587375,,Gary Kain,,,gary.kain@agnc.com,,List import
11047172,Inactive Investor,June Robinson Wexler,Chairperson,Stacey Braun Associates Inc,,,Salesforce
11236174,Inactive Investor,Patricia Braun,Senior Client Associate,Morgan Stanley Cleveland OH 200 Public Sq,,,Salesforce
10773306,Inactive Investor,Edmund Steinert,Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",ed.steinert@ml.com,,Salesforce
11204177,Inactive Investor,Gene Rosintoski,,"Leigh Baldwin & Co., LLC Norwich NY 2 Hayes St",grosintoski@leighbaldwin.com,,Salesforce
9638051,,Amy Gross,,,agross@france-merrickfdn.org,,List import
9547264,,Carrie Foote,,,cfoote@cusonet.com,,List import
10854650,Inactive Investor,Jeffrey Kim,Banker;Vice President,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,jeffrey.kim@jpmorgan.com,,Salesforce
10766457,Inactive Investor,Chad Krieg,Registered Administrative Associate;Senior Portfolio Analyst,LPL Financial LLC Newport Beach CA 5000 Birch St,chad.krieg@lpl.com,,Salesforce
9568739,,Nancy Yoder,,,yoder127@outlook.com,,List import
9558329,,Ali Ali,,,cascacdad@gmail.com,,List import
10799199,Inactive Investor,Stephen Bickley,Financial Advisor,"Ameriprise Financial Services, LLC Hollidaysburg PA 601 Hawthorne Dr",stephen.bickley@ampf.com,,Salesforce
9634652,,Sativa Saposnek,,,sativa@thirstyhorsesgroup.com,,List import
10890587,Inactive Investor,Keith Rauschenberger,Designated Principal;President;Shareholder,Rauschenberger Financial Advisors,keith@askrfa.com,,Salesforce
11077706,Inactive Investor,Sharon Beharie,,"Charles Schwab & Co., Inc. Paramus NJ 17 S Paramus Rd",sharon.beharie@schwab.com,,Salesforce
10875234,Inactive Investor,Felecia Kornegay,,PFS Investments Inc. Atlanta GA 2296 Henderson Mill Rd NE,felecia.kornegay@primerica.com,,Salesforce
11094931,Inactive Investor,Jason Polit,Chief Compliance Officer;Chief Investment Officer;Co-Founder;Managing Member;Member;Owner,Vigilare Wealth Management LLC,,,Salesforce
341432,,Sarah York,General Counsel - Hudson Americas L.p.,Hudson Advisors,syork@hudson-advisors.com,214-754-8400,Manual List Upload
344728,,Carina Salvadori,Executive Assistant,"Global View Capital Management, Ltd",csalvadori@gvcaponline.com,262-650-1030,Manual List Upload
11084781,Inactive Investor,Peter Rittenhouse,,"American Fidelity Securities, Inc.",peter.rittenhouse@americanfidelity.com,,Salesforce
10784555,Inactive Investor,Jonathan Farber,Founding Member;Principal;Regulatory Contact,"Passive Capital Management, LLC Baltimore MD 2650 Quarry Lake Dr",jfarber@passivecapital.com,,Salesforce
10887919,Inactive Investor,Terry Reid,,"Osaic Wealth, Inc. Rogersville MO 4940 S Farm Road 189",,,Salesforce
11041564,Inactive Investor,Heather Coyle,Financial Advisor,LPL Financial LLC Denver CO 4100 E Mississippi Ave,heather.coyle@lpl.com,,Salesforce
10906357,Inactive Investor,Alice Lee,Assistant Vice President;Personal Banker,J.P. Morgan Securities LLC East Brunswick NJ 629 State Rte 18,alice.m.lee@jpmorgan.com,,Salesforce
10868547,Inactive Investor,Panagiotis Andrianakos,,"TIAA-CREF Individual & Institutional Services, LLC Aurora CO Private Residence",panagiotistaki.andrianakos@tiaa.org,,Salesforce
11142894,Inactive Investor,Bret Ford,Advisor,"MML Investors Services, LLC Piqua OH 106 W Ash St",bretford@financialguide.com,,Salesforce
10774641,Inactive Investor,Joseph Restaino,,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,joseph.restaino@ubs.com,,Salesforce
9600236,,Seth Heimermann,,,sheimermann@theadvocategroup.com,,List import
10872470,Inactive Investor,Molly Loomis,,Thrivent Investment Management Inc.,molly.loomis@thrivent.com,,Salesforce
10877190,Inactive Investor,Nathan Davis,Financial Advisor,Edward Jones Lubbock TX 12002 Trafalgar Ave,nathan.davis@edwardjones.com,,Salesforce
10928199,Inactive Investor,Tyler Gatlin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11034631,Inactive Investor,William Claybrook,,"FBL Marketing Services, LLC Cashion OK 203 N Main St",william.claybrook@fblfinancial.com,,Salesforce
9626980,,Emiliano Guerrero,,,milliguerrero08@gmail.com,,List import
10799769,Inactive Investor,Peter Cunnion,,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",peter.cunnion@raymondjames.com,,Salesforce
11138980,Inactive Investor,Danielle Nava,,LPL Financial LLC Lake Charles LA Private Residence,danielle.granger@lpl.com,,Salesforce
10861874,Inactive Investor,Harshal Goel,,Goldman Sachs & Co.,,,Salesforce
118388,,Melissa Kadrmas,Financial Associate,Thrivent Investment Management Inc.,melissa.kadrmas@thrivent.com,608-433-9646,
11167874,Inactive Investor,Diana Brenneise,Financial Advisor,Edward Jones Watsonville CA 717 E Lake Ave,diana.brenneise@edwardjones.com,,Salesforce
11102637,Inactive Investor,James Olson,,LPL Financial LLC Grand Rapids MN 200 NE 1st Ave,,,Salesforce
11238032,Inactive Investor,COOPER BROWN,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",cbrown@performancetrust.com,,Salesforce
10786399,Inactive Investor,Jesse Markman,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jesse.markman@jpmorgan.com,,Salesforce
99466,,Matthew DeFelice,,US Financial Services,mdefelice@usfsc.com,(631) 896-9143,Content
10753432,Inactive Investor,Jason Pang,Financial Advisor,LPL Financial LLC Everett WA 11127 Evergreen Way,jason.pang@lpl.com,,Salesforce
10961117,Inactive Investor,Hong Pan,,J.P. Morgan Securities LLC Quincy MA 315 Hancock St,hong.x.pan@chase.com,,Salesforce
11072409,Inactive Investor,Diana Fernandez,,"U.S. Bancorp Investments, Inc. Chicago IL 5340 N Clark St",,,Salesforce
11000997,Inactive Investor,Jeffrey Sitzman,Financial Coach,Thrivent Investment Management Inc. Waukesha WI 20935 Swenson Dr,jeffrey.sitzman@thrivent.com,,Salesforce
574,,,,,frankoi3890@yahoo.com.hk,,
9564722,,Nate Morales,,,morales.nathan@principal.com,,List import
9590555,,Juliana Sedmakova,,,jsedmakova@gmail.com,,List import
98755,,Melissa Morahan,"Director of Talent, North America",72andSunny,melissa.morahan@72andsunny.com,,Event
11065445,Inactive Investor,Kirk Diller,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Scottsdale AZ 14648 N Scottsdale Rd,,,Salesforce
351656,,Christopher Helmrath,Managing Director,"Sc&h Financial Advisors, Inc.",chelmrath@schgroup.com,410-403-1500,Manual List Upload
9624769,,Robert Zelnick,,,rzelnick032137@gmail.com,,List import
9593495,,Stacy Myers,,,smyers@financiallyspeakinginc.com,,List import
10928716,Inactive Investor,Bradley Will,,State Farm VP Management Corp. Everett PA 124 E Main St,,,Salesforce
10659602,,Edward Barbee,,,8xkmb@primerica.com,,List Import
11218518,,Michael Doyle,,,michael.doyle@edwardjones.com,,List Import
21833,,Jamil Soriano,Vice President,"Ariel Investments, LLC",jsoriano@arielinvestments.com,1-312-612-2691,Database Upload
10769869,Inactive Investor,Justin Kern,Financial Advisor,Morgan Stanley Wellesley Hills MA 112 Worcester St,justin.kern@morganstanley.com,,Salesforce
1001673,Inactive Investor,Nathan Brickley,Certified Public Accountant & Financial Advisor,Brickley Wealth Management,nathan@brickleywealth.com, +1 650 638 0111,
10920852,Inactive Investor,Jesse Burchill,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,jesse.burchill@lpl.com,,Salesforce
11154985,Inactive Investor,John Gilmore,Financial Advisor,LPL Financial LLC Yorkville IL 129 Commercial Dr,j.gilmore@lpl.com,,Salesforce
176552,,David Claiborn,Director - Marketing,[Unknown],david.claiborn@commonfund.org, +1 888 823 6246,Database Upload
11191505,Inactive Investor,Kenneth Borum,Chief Financial Officer;Partner;Vice President,Prosperity Planning,kborum@prosperityplanninginc.com,,Salesforce
11203955,Inactive Investor,Michael Goetze,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
10488198,,James Holmes,"Manager, Owner","Robur Capital, L.P.",holmes@roburllc.com,,List Import
10833730,Inactive Investor,Melinda Stewart,,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",mendy.mills@nm.com,,Salesforce
11099975,Inactive Investor,Mark Generales,Senior Wealth Advisor,"Beacon Pointe Advisors, LLC Bonita Springs FL 9240 Bonita Beach Rd SE",mgenerales@beaconpointe.com,,Salesforce
10858075,Inactive Investor,Shawn Moyer-Demarre,Financial Advisor,Edward Jones Woodburn OR 1389 Meridian Dr,shawn.moyer-demarre@edwardjones.com,,Salesforce
11082205,Inactive Investor,William Kane,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,william_kane@vanguard.com,,Salesforce
10763262,Inactive Investor,Thomas Edwards,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Seattle WA 1420 5th Ave",thomas.edwards@usbank.com,,Salesforce
9550987,,Jason Genrich,,,jgenrich@elliottmgmt.com,,
10887320,Inactive Investor,Ronald Powell,,Cetera Investment Services LLC Henderson TX 101 E Main St,,,Salesforce
11030875,Inactive Investor,Robert Donnaruma,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",,,Salesforce
10789304,Inactive Investor,Kenneth Hume,,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",ken.hume@nm.com,,Salesforce
11260452,Inactive Investor,Nicholas Andress,Service Associate,Morgan Stanley Tampa FL 100 N Tampa St,,,Salesforce
10809058,Inactive Investor,Steven Wong,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,steven.wong@us.hsbc.com,,Salesforce
11175055,Inactive Investor,Bonnie Mitten,Executive Director;Financial Advisor;Financial Planning Specialist,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,bonnie.mitten@morganstanley.com,,Salesforce
10869829,Inactive Investor,John Licata,Financial Advisor,Morgan Stanley Orchard Park NY 6532 E Quaker St,john.licata@morganstanley.com,,Salesforce
10803561,Inactive Investor,Stamford Niou,Financial Advisor;Managing Director;Senior Portfolio Management Director,Morgan Stanley Richmond VA 901 E Byrd St,stamford.niou@morganstanley.com,,Salesforce
11198736,Inactive Investor,Mackenzie Waychoff,,"Raymond James & Associates, Inc.",mackenzie.waychoff@raymondjames.com,,Salesforce
11028535,Inactive Investor,Patricia Donald,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 200 E Robinson St",patricia.a.donald@ampf.com,,Salesforce
10910145,Inactive Investor,Shauna Lamaina,Financial Advisor,LPL Financial LLC Haddon Heights NJ 115 Black Horse Pike,shauna.lamaina@lpl.com,,Salesforce
11128048,Inactive Investor,Kenneth Huggins,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,kenneth.huggins@gs.com,,Salesforce
11086697,Inactive Investor,James Shrader,Financial Advisor,Robert W. Baird & Co. Incorporated Cedar Rapids IA 200 5th Ave SE,,,Salesforce
10815602,Inactive Investor,Michael Clark,Director - Trading And Operations;Owner;Principal;Senior Advisor,Government Portfolio Advisors LLC,,,Salesforce
11142654,Inactive Investor,Michelle Notardonato,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10965592,Inactive Investor,Yash Deshpande,Founder;Investment Advisor Representative;Managing Member,Aureus Capital,yash@aureuscapmanagement.com,,Salesforce
373136,,Barbara Messamore,,[Unknown],cmessamore@aol.com,,source
11122325,Inactive Investor,Brett Corbin,Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,bcorbin@rwbaird.com,,Salesforce
10854432,Inactive Investor,Orlando Cruz,,"Ameritas Investment Company, LLC",,,Salesforce
11028246,Inactive Investor,Anh Nguyen,,J.P. Morgan Securities LLC San Jose CA 2670 Berryessa Rd,,,Salesforce
5158225,,thy thy,,,vehaj38689@lance7.com,,Web Form Fillout
9581115,,Jerry Snyder,RIA,R/S,jsnyder@retirement-strategies.com,614-946-5611,List import
9573814,,Jordan Hosbein,,,hosbeinj@gmail.com,,List import
11076766,Inactive Investor,Sally Megear,Managing Director,Silvercrest Asset Management Group LLC,smegear@silvercrestgroup.com,,Salesforce
9580297,,Griffin Kirsch,,,griffin@gkwealthmanagement.com,,List import
10985744,Inactive Investor,Baoyi Feng,,J.P. Morgan Securities LLC San Francisco CA 700 Market St,baoyi.feng@chase.com,,Salesforce
10804747,Inactive Investor,Jonathan S'Dao,,"Brean Capital, LLC",,,Salesforce
11000658,Inactive Investor,Mark Jessick,,"Capital Investment Group, Inc.",mjessick@capital-invest.com,,Salesforce
11031796,Inactive Investor,Adam Smith,,"Raymond James Financial Services, Inc. Newport Beach CA 4770 Campus Dr",,,Salesforce
11206369,Inactive Investor,Cameron Egan,,"Osaic Wealth, Inc. Salem NH 23 Keewaydin Dr",,,Salesforce
10937573,Inactive Investor,Andrew Burger,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,aburger@ft.newyorklife.com,,Salesforce
9644018,,BHAVIN SHAH,,,bhavinshah72@gmail.com,,List import
4751585,,[Unknown],,,rgardiner@gpgfunds.com,,Web Form Fillout
11066799,Inactive Investor,Joy Puyear,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC San Ramon CA 12657 Alcosta Blvd",joy.puyear@mai.capital,,Salesforce
11143270,Inactive Investor,Michael Forner,Financial Advisor;Senior Vice President,Hilltop Securities Inc. Dallas TX 8201 Preston Rd,michael.forner@hilltopsecurities.com,,Salesforce
11183231,Inactive Investor,Bennett Spartz,,"Wells Fargo Clearing Services, LLC Clermont FL 726 E Hwy 50",bennett.spartz@wfadvisors.com,,Salesforce
10943536,Inactive Investor,Gabriel Beeler,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",gabriel.beeler@raymondjames.com,,Salesforce
11096469,Inactive Investor,William Groth,,PFS Investments Inc. Covington KY 1717 Dixie Hwy,wgroth@primerica.com,,Salesforce
11202774,Inactive Investor,Alan Bates,Chief Compliance Officer;Owner;Secretary,"Hamilton-Bates Investment Research, Inc. Newtown Square PA 4 Saint Albans Ave",,,Salesforce
11025956,Inactive Investor,Joshua Lontoc,Associate,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",,,Salesforce
10613744,,Charles Marisca,Financial Advisor,,cmarisca@financialguide.com,,List Import
11090689,Inactive Investor,Susang Sijapati,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
9614925,,Lasanka Perera,,,lp@ir.email,,List import
10922069,Inactive Investor,Tammy Yowell,,Cetera Advisor Networks LLC Tolland CT Private Residence,yowellt@ceteranetworks.com,,Salesforce
11003128,Inactive Investor,Jason Piebes,Financial Advisor,Edward Jones Lutherville Timonium MD 9515 Deereco Rd,jason.piebes@edwardjones.com,,Salesforce
11204252,Inactive Investor,Laila Redfern,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10774161,Inactive Investor,Leeann Swider,,"M Holdings Securities, Inc. Chicago IL 20 N Wacker Dr",leeann.swider@mfin.com,,Salesforce
10784604,Inactive Investor,Arthur Rothschild,Senior Vice President,Landaas & Company,arothschild@landaas.com,,Salesforce
11057142,Inactive Investor,Keone James Machida,Financial Planning Assistant,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",keone.machida@ampf.com,,Salesforce
10861717,Inactive Investor,Kirsten Theriault,Trustee,RS Crum Inc.,,,Salesforce
248147,,Alexander Bushnell,CEO,Cosmo Media Lab,sasha@cosmolab.co,,Manual List Upload
10850965,Inactive Investor,Jeremy Kirkland,Member;Partner,"Redmond Asset Management, LLC",jeremy@redmondassetmanagement.com,,Salesforce
11113960,Inactive Investor,Jeffrey Tiger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
39913,,Melvin Bell,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",melvin.bell@transamerica.com,801-941-7788,
10967071,Inactive Investor,Richard Flynn,,Morgan Stanley,,,Salesforce
10913036,Inactive Investor,Roberta Louis,,J.P. Morgan Securities LLC Coppell TX 616 N Denton Tap Rd,roberta.louis@jpmorgan.com,,Salesforce
10855938,Inactive Investor,Brent Urbach,Chief Technology Officer;Member;Partner,"Excel Financial, LLC",brentu@excelfinllc.com,,Salesforce
10853589,Inactive Investor,Eric Lamanna,Financial Advisor,Edward Jones Spring TX 2219 Sawdust Rd,eric.lamanna@edwardjones.com,,Salesforce
11142242,Inactive Investor,Robert Rickles,Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",robert_rickles@ml.com,,Salesforce
10824316,Inactive Investor,Kara Jett,Chief Compliance Officer;Director - Compliance,Western Wealth Management LLC,kara@wwa-wwm.com,,Salesforce
10823665,Inactive Investor,Christopher Lucero,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10969184,Inactive Investor,Timothy Foster,Financial Professional,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",timothyfoster@financialguide.com,,Salesforce
68696,,Anne Del Rosario,Financial Services Representative,"MML Investors Services, LLC",adelrosario@financialguide.com,312-458-4513,
10872848,Inactive Investor,Darrell Hobbs,,State Farm VP Management Corp. Eaton CO 360 Oak Ave,,,Salesforce
10997532,Inactive Investor,Daniel Gardner,,Citigroup Global Markets Inc. New York NY 120 Broadway,,,Salesforce
10832366,Inactive Investor,Linda Adams,,"Ameriprise Financial Services, LLC South Hadley MA 130 College St",linda.j.adams@ampf.com,,Salesforce
10862967,Inactive Investor,Dylan Squeo,Investment Associate,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
11187219,Inactive Investor,Aitu Taube,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,,,Salesforce
9621129,,William Miller,,,mrbillmiller@sbcglobal.net,,List import
10912444,Inactive Investor,Barry Brown,,"Equity Services, Inc. Holland OH 8877 Airport Hwy",bbrown@nationallife.com,,Salesforce
10836597,Inactive Investor,Rita Buchfinck,,"Cambridge Investment Research, Inc. Santa Rosa CA 111 Santa Rosa Ave",,,Salesforce
10760527,Inactive Investor,Thomas Russo,Chairman;Managing Member,Gardner Russo & Quinn LLC,trusso@grglancaster.com,,Salesforce
9561446,,Golam Mostafa,,,saagenmojo@gmail.com,,List import
9571288,,James McIntyre,,,james.mcintyre@moorecap.com,,List import
11011241,Inactive Investor,Joanne Boggs,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Madison WI 2901 W Beltline Hwy",joanne.boggs@tfaconnect.com,,Salesforce
10891546,Inactive Investor,Matthew Kelso,Financial Advisor,Edward Jones Southaven MS 7135 Getwell Rd,matthew.kelso@edwardjones.com,,Salesforce
9631131,,Diego Lima,,,thibrch@gmail.com,,List import
117363,,Joel Field,Financial Advisor,Eagle Strategies LLC,jmfield@eaglestrategies.com,,
9607879,,Philip Palmedo,,,ppalmedo@cs.com,,List import
9559194,,Michael Opoku,,,be40405@gmail.com,,List import
9554125,,Gregory Parady,,,amy@paradyfinancial.com,,List import
11171918,Inactive Investor,Alex Simon,,Commonwealth Financial Network Warren NJ 28 Mountain Blvd,,,Salesforce
10942373,Inactive Investor,Zacharey Moss,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10791591,Inactive Investor,Marion Holland,Financial Advisor,"Synovus Securities, Inc. Tifton GA 218 Love Ave",marionholland@synovus.com,,Salesforce
10988436,Inactive Investor,Winston Nelson,Senior Wealth Advisor,"Ameriprise Financial Services, LLC Dallas TX 8850 Boedeker Dr",winston.nelson@ampf.com,,Salesforce
11183547,Inactive Investor,Holly Clark,Executive Director;Financial Advisor Manager;Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,holly.clark@morganstanley.com,,Salesforce
372104,,Tyler Smith,,United States,tyrswavpo@outlook.com,,Salesforce
10769210,Inactive Investor,Stefan Holter,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",stefanholter@northwesternmutual.com,,Salesforce
11220165,,Tiffany Michel,,,tiffany@rentec.com,,Other
10798415,Inactive Investor,Erik Wood,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,erik.wood@ubs.com,,Salesforce
10612154,,Peter Ross,"Financial Advisor, Vice President - Investments",,pross@janney.com,,List Import
10980582,Inactive Investor,Angad Tomar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Islip NY 540 Montauk Hwy",angad.tomar@ml.com,,Salesforce
10770891,Inactive Investor,Todd Volkart,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC San Diego CA 4655 Executive Dr",todd.k.volkart@ampf.com,,Salesforce
11122055,Inactive Investor,Chun Tse,,J.P. Morgan Securities LLC San Francisco CA 2429 California St,chun.tse@jpmorgan.com,,Salesforce
10834861,Inactive Investor,Tyler Gugliuzza,Financial Advisor,Edward Jones Covington LA 136 Terra Bella Blvd,tyler.gugliuzza@edwardjones.com,,Salesforce
11037334,Inactive Investor,Daniel Colligan,Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",daniel.colligan@ml.com,,Salesforce
11122613,Inactive Investor,Michael Burdick,Financial Advisor,Edward Jones Arlington Heights IL 85 W Algonquin Rd,mike.burdick@edwardjones.com,,Salesforce
11216870,,Val Smith,,,val.smith@ampf.com,,List Import
10927295,Inactive Investor,Simone Howard,,Vanguard Marketing Corporation,simone_howard@vanguard.com,,Salesforce
5083631,,Bradley Johnson,,,bradleyjohnson20@yahoo.com,,
222747,,Chaker Nakfour,,United Kingdom,chaker@gmail.com,,
10883341,Inactive Investor,Matthew Barnes,Financial Advisor,Edward Jones Staunton VA 425 Lee Jackson Hwy,matthew.barnes@edwardjones.com,,Salesforce
11087361,Inactive Investor,Hoy Grimm,Founder;Managing Member;Regulatory Contact,"Leconte Wealth Management, LLC",hoy@lecontewealth.com,,Salesforce
5261260,,fong ly,,,barejit300@kuvasin.com,,Web Form Fillout
351882,,Greg Padgitt,Investment Advisor Representative,Aspire Private Capital,greg@aspireadvisors.com,704-237-9927,Manual List Upload
10842146,Inactive Investor,Morgan Pearsall,,"Truist Investment Services, Inc. Centreville VA 14200E Centreville Sq",blaine.pearsall@truist.com,,Salesforce
10978147,Inactive Investor,Fredrick Bush,,PFS Investments Inc. Zeeland MI 400 S State St,fbush@primerica.com,,Salesforce
11090415,Inactive Investor,Michael Sinopoli,Member,"Sinopoli & Sinopoli Financial Services, LLC",msinopoli@sinopoli.com,,Salesforce
11095732,Inactive Investor,William Hutchison,Principal,Hutchison Whitehead Wealth Management Canonsburg PA 100 Houston Sq,dhutchison@hwwealth.com,,Salesforce
337735,,Jerome Wiggins,"Managing Member, CCO","Vault Investment Partners, Llc",jerome@vaultinvestmentpartners.com,419-355-0279,Manual List Upload
9619926,,Jim -,,,jrgtrees@gmail.com,,List import
10974251,Inactive Investor,Anthony Capriotti,Senior Vice President,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",anthony.capriotti@rbc.com,,Salesforce
11221079,,Sean Berger,,,sberger@wealthenhancement.com,,List Import
10759287,Inactive Investor,Cindy Ough,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",cindy_ough@ml.com,,Salesforce
219132,,Brandon Galarita,,[Unknown],bgalarit@hawaii.edu,,
11166244,Inactive Investor,Michael Giacone,Managing Director - Wealth Management;Private Wealth Advisor;Senior Portfolio Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.a.giacone@ubs.com,,Salesforce
11131075,Inactive Investor,Michael Felker,,"Northwestern Mutual Investment Services, LLC New Kensington PA 1020 5th Ave",michael.felker@nm.com,,Salesforce
11113066,Inactive Investor,Erich Canseco,Financial Advisor;Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,erich.canseco@morganstanley.com,,Salesforce
10826069,Inactive Investor,William Hochwalt,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",william.hochwalt@wellsfargoadvisors.com,,Salesforce
9630787,,Edward Preininger,,,edpreininger@gmail.com,,List import
11072768,Inactive Investor,Ying Sun,Relationship Manager,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
9634180,,Anderds Storhaug,,,anders.storhaug@capgemini.com,,List import
218592,,Ramin Mortazavi,,[Unknown],ramin_mortazavi@yahoo.com,,Direct
11021636,Inactive Investor,Art Doli,,J.P. Morgan Securities LLC Humble TX 3801 Atascocita Rd,art.doli@jpmorgan.com,,Salesforce
10908835,Inactive Investor,Sherry Dudley,,"Wells Fargo Clearing Services, LLC Morehead City NC 5003 Executive Dr",sherry.dudley@wellsfargo.com,,Salesforce
11145071,Inactive Investor,Diana Wetherington,Senior Registered Associate,Morgan Stanley Lakeland FL 225 E Lemon St,diana.korhonen@morganstanley.com,,Salesforce
9598749,,Michael Freiling,,,mfreiling@merceradvisors.com,,List import
11185174,Inactive Investor,Keith Ballasy,,LPL Financial LLC Houston TX 14511 Old Katy Rd,keith.ballasy@lpl.com,,Salesforce
10866375,Inactive Investor,John Boenzi,,GWN Securities Inc. Tucson AZ 10420 N Thornydale Rd,jboenzi@gwnsecurities.com,,Salesforce
11137578,Inactive Investor,Todd Kissel,Client Advisor,"Raymond James & Associates, Inc. Aventura FL Private Residence",todd.kissel@alexbrown.com,,Salesforce
10819718,Inactive Investor,Cynthia Deavel,,Commonwealth Financial Network Reston VA 1768 Business Center Dr,cdeavel@commonwealth.com,,Salesforce
11031166,Inactive Investor,Justin Horsch,,"Concourse Financial Group Securities, Inc. Minneapolis MN 8120 Penn Ave S",justin.horsch@concoursefinancial.com,,Salesforce
10787543,Inactive Investor,James Brandemarte,Financial Advisor,"Citizens Securities, Inc. Poughkeepsie NY 32 Vassar Rd",james.m.brandemarte@citizenssecurities.com,,Salesforce
10988966,Inactive Investor,Tyrone Talbott,,J.P. Morgan Securities LLC Albany NY 50 State St,tyrone.talbott@jpmorgan.com,,Salesforce
144292,,Rena McNeal,,[Unknown],rena@larson-financialgroup.com,,source
11200261,Inactive Investor,Samuel Russchenberg,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",samuel.russchenberg@equitable.com,,Salesforce
11064684,Inactive Investor,Lance Eddie,Financial Advisor,Edward Jones Norwalk IA 2841 Prairie Rose Dr,lance.eddie@edwardjones.com,,Salesforce
9543802,,James Johnson,,,james.johnson@fidelity.com,,List import
11190291,Inactive Investor,Wayne Kaneta,Private Wealth Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",wayne.t.kaneta@ampf.com,,Salesforce
11091158,Inactive Investor,Walter Ruesch,Financial Advisor,Edward Jones Champaign IL 3011 Village Office Pl,walt.ruesch@edwardjones.com,,Salesforce
11025892,Inactive Investor,Royceton Pinder,,"Sovran Advisors, LLC",,,Salesforce
11085219,Inactive Investor,Jason Jones,Financial Advisor;Senior Vice President,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,jason.jones1@morganstanley.com,,Salesforce
11180604,Inactive Investor,Christopher Bugg,Director;Partner;Vice President,"Buttonwood Partners, Inc.",cbugg@btnwd.com,,Salesforce
11007457,Inactive Investor,Sameera Gupta,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075A Hansen Way",sameera.gupta@ml.com,,Salesforce
1001101,Inactive Investor,Neil Harounian,,MLG Blockchain,neil@excm.ai,,3rd Party Lead Gen
11011101,Inactive Investor,Darren Direnzo,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11217488,,Yousef Younis,,,yousef.younis@jpmorgan.com,,Other
11108013,Inactive Investor,Solomon Dayan,,J.P. Morgan Securities LLC Brooklyn NY 4721 16th Ave,solomon.dayan@jpmorgan.com,,Salesforce
11044636,Inactive Investor,Brooke Mayne,,Goldman Sachs & Co.,brooke.moldenhauer@gs.com,,Salesforce
10659554,,Laura Tomita,,,laura.tomita@primerica.com,,List Import
11175840,Inactive Investor,Ebrahim Rad,,NYLIFE Securities LLC Irvine CA 2020 Main St,emrad@ft.newyorklife.com,,Salesforce
9622002,,Marni Kleiman,,,marnickleiman@gmail.com,,List import
248279,,Marilyn Gottesman,Consultant,Carlisle,marilyngottesman@aol.com,,Manual List Upload
11173494,Inactive Investor,Spencer Orme,Associate Wealth Advisor,LPL Financial LLC Salt Lake City UT 1298 E Murray Holladay Rd,spencer.orme@lpl.com,,Salesforce
10803281,Inactive Investor,Elad Goren,,"Kestra Investment Services, LLC Newbury Park CA 3323 Old Conejo Rd",,,Salesforce
10988284,Inactive Investor,Jose Limon,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
9548547,,Brent Eugenides,,,brent.eugenides@hdvest.net,,List import
11236403,Inactive Investor,David Pender,Financial Advisor;Senior Vice President;Wealth Advisor,Compound Planning Vancouver WA Private Residence,david.pender@atomifinancial.com,,Salesforce
10833406,Inactive Investor,Vincenzo Barba,,LPL Financial LLC Manasquan NJ 2399 Hwy 34,vincenzo.barba@lpl.com,,Salesforce
10763265,Inactive Investor,Jewell Fanfani,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",j_fanfani@ml.com,,Salesforce
9556994,,Susan Sands,,,kims@marquiswealthgroup.com,,List Import
11140253,Inactive Investor,Edenilson Mejia,,J.P. Morgan Securities LLC Washington DC 3100 14th St NW,edenilson.mejia@jpmorgan.com,,Salesforce
10802580,Inactive Investor,Mark Golden,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3660 State St",mark.golden@wellsfargo.com,,Salesforce
9542987,,Christine Mahota,,,tinamahota@partnervest.com,,List import
2794514,,Linh Vu,,,vuhoailinh2211@gmail.com,,
10892611,Inactive Investor,Jennifer Hope,,"Kestra Investment Services, LLC Cedar Park TX 201 S Lakeline Blvd",,,Salesforce
341018,,Philip Damiano,Operating Partner,"Prospect Hill Growth Partners, L.p.",pdamiano@jwchilds.com,617-753-1100,Manual List Upload
11105301,Inactive Investor,Christopher Smiley,Market Director,Thrivent Investment Management Inc. Overland Park KS 7400 College Blvd,christopher.smiley@thrivent.com,,Salesforce
11220178,,Nelson Kobata,,,nkobata@kobatafinancial.com,,Other
10976051,Inactive Investor,Tara Alberson,,PFS Investments Inc. Gillette WY 500 Or Dr,talberson@primerica.com,,Salesforce
39636,,Terry Wold,"Managing Partner, Wealth Advisor",Thrivent Investment Management Inc.,terry.wold@thrivent.com,972-612-0220,
10996938,Inactive Investor,Mason Massow,,"Raymond James Financial Services, Inc. Mesa AZ 1635 N Greenfield Rd",mason.massow@raymondjames.com,,Salesforce
10905743,Inactive Investor,Jason Mickey,,Park Avenue Securities LLC Houston TX 3040 Post Oak Blvd,jason_mickey@glic.com,,Salesforce
11151220,Inactive Investor,Anna Manzi,,"Rogan & Associates, Inc.",,,Salesforce
11081700,Inactive Investor,Michael Van Meter,Managing Member,"Van Meter Associates, LLC",,,Salesforce
11018368,Inactive Investor,Richard Atha,,WaterRock Wealth Management,,,Salesforce
11121354,Inactive Investor,Kevin Edney,Financial Advisor,Edward Jones Huntsville TX 1314 10th St,kevin.edney@edwardjones.com,,Salesforce
10866955,Inactive Investor,Michael Chindamo,Investment Advisor Representative,Dobson Street LLC,,,Salesforce
110090,,Munro Russell,,East market management,rorussell46@gmail.com,(434) 964-6958,
227656,, -,,[[Unknown]],aweikaemper4@msn.com,,
9561978,,Vincent Kondaveeti,,,vincent@vinbonusfundllc.com,,List import
11190065,Inactive Investor,Danielle Solano,,Morgan Stanley Napa CA 700 Main St,,,Salesforce
9631345,,shanwin henry,,,shanwin24@gmail.com,,List import
9563301,,Erica Roa,,,erroa@mackenzieinvestments.com,,List import
11070996,Inactive Investor,Jay McAnelly,Vice President,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",jay.mcanelly@ampf.com,,Salesforce
11016296,Inactive Investor,Gregory Sabo,,Lincoln Investment Syracuse NY 3532 James St,gsabo@lincolninvestment.com,,Salesforce
1002775,Inactive Investor,Nansie Bernard,"Partner, President & CEO at Centenium Advisors",Centenium Capital Partners,nbernard@centeniumadv.com, +1 212 542 5020,
10843990,Inactive Investor,Jason Kortman,Assistant Field Support Manager,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",jason.kortman@wellsfargoadvisors.com,,Salesforce
11040603,Inactive Investor,Christopher Koshy,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI 1 Riverwood Dr,ckoshy@rwbaird.com,,Salesforce
10938242,Inactive Investor,Todd Powers,Financial Advisor,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
10962597,Inactive Investor,Michael Jones,,"Silver Oak Securities, Incorporated Burlington NC 3007 Juniper Dr",mjones@silveroaksecurities.com,,Salesforce
9585003,,Daniel rose,,,dj.jafooly@gmail.com,,List import
175020,,Linda Calnan,"Assistant Vice President, Alternative Investments",[Unknown],linda.calnan@sentry.com, +1 715 346 6711,Database Upload
11023300,Inactive Investor,Richard Yemm,,"SCF Securities, Inc. Vero Beach FL 800 20th Pl",,,Salesforce
9704780,,Rabeh Randji,,,rabeh.plus@gmail.com,,Web form fillout
10882155,Inactive Investor,Juan Garcia,Associate Vice President,"Raymond James & Associates, Inc. Austin TX 6034 W Courtyard Dr",juan.garcia@raymondjames.com,,Salesforce
11145108,Inactive Investor,Albert Aeed,Associate Complex Manager,Morgan Stanley Honolulu HI 733 Bishop St,albert.aeed@morganstanley.com,,Salesforce
11221442,,Matthew Devries,,,matt@braggfinancial.com,,List Import
10828315,Inactive Investor,Mark Guarino,,Lazard Asset Management Securities LLC,mark.guarino@lazard.com,,Salesforce
10947673,Inactive Investor,Vitaly Mourzine,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9541265,,Bradley Matousek,,,bmatousek1990@gmail.com,,List import
9617261,,yoyo yoyo,,,titacis348@qmailshop.com,,List import
10954711,Inactive Investor,Mark Saya,,"Cadaret, Grant & Co., Inc. East Syracuse NY 5015 Campuswood Dr",,,Salesforce
9643445,,Rodger Watts,,,rwwatts3541@hotmail.com,,List import
10933672,Inactive Investor,Blaine Daenen,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
11004373,Inactive Investor,Carol Linehan,,Hilltop Securities Inc. Austin TX 2700 Via Fortuna,,,Salesforce
10872955,Inactive Investor,Peter Manning,,LPL Financial LLC Burlington MA 99 S Bedford St,peter.manning@lpl.com,,Salesforce
10981158,Inactive Investor,Angela Turner,,J.P. Morgan Securities LLC Chino Valley AZ 31 Butterfield Rd,,,Salesforce
9587889,,Issa Aldanaf,,,eisadnaf@gmail.com,,List import
10989709,Inactive Investor,Yun Bai,,Citigroup Global Markets Inc. Irvine CA 5511 Alton Pkwy,,,Salesforce
11150341,Inactive Investor,Paul Mueller,,LPL Financial LLC Novi MI 31110 Novi Rd,paul.mueller@lpl.com,,Salesforce
11228584,Inactive Investor,Lindsay Adamson,Client Associate,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,lindsay.adamson@jpmorgan.com,,Salesforce
10898520,Inactive Investor,Kyle Paguio,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",kyle.paguio@ml.com,,Salesforce
11059295,Inactive Investor,Robert Schmitt,Director;Private Wealth Advisor,"Verdence Capital Advisors, LLC",rschmitt@verdence.com,,Salesforce
11036207,Inactive Investor,Darryl Whitaker,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",darryl.whitaker@tiaa.org,,Salesforce
241988,,Anthony Bykovsky,Portfolio Manager,Bragg Financial Advisors,anthony@braggfinancial.com,,Event
11075172,Inactive Investor,Dennard Jackson,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",dennard.jackson@bofa.com,,Salesforce
10963945,Inactive Investor,Kyle Kerr,Wealth Management Analyst,Morgan Stanley,kyle.kerr@morganstanley.com,,Salesforce
9607598,,Adriano Yeghiayan,,,yeghiayanadriano@gmail.com,,List import
11292972,Active Investor,Thomas Williams,,Thomas Williams,,,Salesforce
10780598,Inactive Investor,Denise Rodriguez,Senior Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",denise.m.rodriguez@ml.com,,Salesforce
10936894,Inactive Investor,Carlos Valadez,,Money Concepts Capital Corp San Antonio TX 4801 NW Loop 410,cvaladez@moneyconcepts.com,,Salesforce
10769318,Inactive Investor,Jeffrey Prestine,Analyst;Board Member;Member;Partner;Portfolio Manager,"Mar Vista Investment Partners, LLC",jprestine@marvistainvestments.com,,Salesforce
10870093,Inactive Investor,Elizabeth Trager,,Jefferies LLC,etrager@jefferies.com,,Salesforce
11182462,Inactive Investor,Deborah Hirtle,Advisor;Director,"Hirtle, Callaghan & Co., LLC",dhirtle@hirtlecallaghan.com,,Salesforce
10760732,Inactive Investor,Maura Lewis,Portfolio Associate,Morgan Stanley Middleton MA 35 Village Rd,maura.lewis@morganstanley.com,,Salesforce
11101679,Inactive Investor,Anthony Destio,Private Client Advisor,J.P. Morgan Securities LLC Greenvale NY 57 Northern Blvd,anthony.j.destio@jpmorgan.com,,Salesforce
10789109,Inactive Investor,John Bowen,,"Pruco Securities, LLC. Jackson MS 5360 I 55 N",john.bowen@prudential.com,,Salesforce
11127588,Inactive Investor,Michelle Eads,,Edward Jones Springfield IL 2815 Old Jacksonville Rd,michelle.eads@edwardjones.com,,Salesforce
10791984,Inactive Investor,Michele O'Connor,,"Raymond James Financial Services, Inc. Chippewa Falls WI 11 E Central St",,,Salesforce
11132235,Inactive Investor,Shawn Dugan,,LifeMark Securities Corp. Jacksonville FL 2804 Saint Johns Bluff Rd S,sdugan@lifemark.com,,Salesforce
10885472,Inactive Investor,Eric Woodfill,,Key Investment Services LLC Monroe MI 1535 N Telegraph Rd,eric_woodfill@kisinvestments.com,,Salesforce
102658,,Jeffrey Cohen,President,C-iii Investment Management Llc,jcohen@c3cp.com,212-705-5000,Manual List Upload
11102387,Inactive Investor,Matthew Theil,Chief Compliance Officer;Chief Investment Officer;Member,"Ray|Theil Wealth Management, LLC",matt@raytheil.com,,Salesforce
10898698,Inactive Investor,David Ladd,,"Truist Investment Services, Inc.",,,Salesforce
10967446,Inactive Investor,Antonio Gomez Real,,Boreal Capital Securities LLC,,,Salesforce
10976447,Inactive Investor,Sean Lee,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,sslee04@ft.newyorklife.com,,Salesforce
10924456,Inactive Investor,Casey Connor,,Fidelity Brokerage Services LLC,casey.connor@fidelity.com,,Salesforce
9634307,,Brendan Dillon,,,brendan.dillon@ubs.com,,List import
10837836,Inactive Investor,Keith Marks,Senior Vice President,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",keith.marks@raymondjames.com,,Salesforce
10825566,Inactive Investor,Julius Hicks,,Cetera Advisors LLC Atlanta GA 3101 Towercreek Pkwy SE,buddy.hicks@ceteraadvisors.com,,Salesforce
11069404,Inactive Investor,Joshua Diciaula,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",joshua.diciaula@empower.com,,Salesforce
9635099,,Bob Meulenaere,,,bdemeulenaere@mainstreetadv.com,,List import
10856716,Inactive Investor,Jeremy Rayburn,Financial Advisor;Senior Vice President,Morgan Stanley Hauppauge NY 888 Veterans Hwy,jeremy.rayburn@morganstanley.com,,Salesforce
9597735,,David Fox,,,davidfox888@gmail.com,,List import
10811065,Inactive Investor,Christopher Freymuller,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",chris.freymuller@wellsfargoadvisors.com,,Salesforce
10647467,,Paula Porras Gonzalez,,,paula.porrasgonzalez@tiaa.org,,List Import
11125864,Inactive Investor,Sandra Suehle,Manager,"Charles Schwab & Co., Inc. Orlando FL Private Residence",sandra.suehle@schwab.com,,Salesforce
9645010,,Umair Asghar,,,umairasghar030061@gmail.com,,List import
9591720,,Jennifer Reynolds,,,jreynolds@lacapm.com,,List import
10855490,Inactive Investor,Brian Smith,Director;Executive Vice President,Arvest Wealth Management Fort Smith AR 5000 Rogers Ave,bsmith@arvest.com,,Salesforce
11116580,Inactive Investor,Margaret Frantz,,Goldman Sachs & Co.,,,Salesforce
11155477,Inactive Investor,Arthur Troccoli,,"PTS Brokerage, LLC",atroccoli@ptsbrokerage.com,,Salesforce
11010003,Inactive Investor,Thibault Duval,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",thibault.duval@nm.com,,Salesforce
4312057,,Daniel Vinarsci,,,dv@uybit.uy,,Web Form Fillout
10786590,Inactive Investor,Sandra Courser,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",sandra_courser@ml.com,,Salesforce
11012308,Inactive Investor,Grady Utley,,"Farmers Financial Solutions, LLC Santa Fe NM 228 S Saint Francis Dr",,,Salesforce
10859346,Inactive Investor,James Holt,Manager;Managing Member,"Green Sprig Investments, LLC",jim.holt@green-sprig.com,,Salesforce
11157448,Inactive Investor,Frank Di Rocco,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",frank_dirocco@ml.com,,Salesforce
11198852,Inactive Investor,Jessie Degroff,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jessie.degroff@jpmorgan.com,,Salesforce
11091177,Inactive Investor,Zachary Johnson,,"Raymond James & Associates, Inc.",zachary.johnson@raymondjames.com,,Salesforce
179388,,Paul Sneed,CFO,[Unknown],paul@bivinsfoundation.org, +1 806 379 9400,Database Upload
11198360,Inactive Investor,Luis Barker,Regional Leader,PFS Investments Inc. Upland CA 222 N Mountain Ave,luis.barker@primerica.com,,Salesforce
10777514,Inactive Investor,Juan Perea,Senior Vice President - Investments,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
11071356,Inactive Investor,Ray Olson,,"Kestra Investment Services, LLC Richmond VA 2201 W Broad St",,,Salesforce
11178633,Inactive Investor,Andrey Butsyak,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10846313,Inactive Investor,Walter Penrod,,PFS Investments Inc. Graham NC 200 N Main St,walter.penrod@primerica.com,,Salesforce
11068625,Inactive Investor,Christopher Owens,,Fidelity Brokerage Services LLC Austin TX 405 N Lamar Blvd,christopher.owens@fidelity.com,,Salesforce
9544078,,Stephen Huxley,,,huxleys@assetdedication.com,,List import
10883468,Inactive Investor,Rachel Rasmussen,Investment Manager;Shareholder,Foster & Motley Inc,rachel@fosterandmotley.com,,Salesforce
9595406,,Beverly Blair,,,bblair@nscadvisor.com,,List import
11002089,Inactive Investor,Lauren Levy,,LPL Financial LLC Knoxville TN 924 Scenic Dr,,,Salesforce
10874444,Inactive Investor,John Adamkiewicz,Financial Advisor;Vice President,"Stifel, Nicolaus & Company, Incorporated Hot Springs National Park AR 3955 Central Ave",john.adamkiewicz@stifel.com,,Salesforce
11169075,Inactive Investor,Donald Hunter,,NYLIFE Securities LLC Rio Rancho NM Private Residence,dlhunter@ft.newyorklife.com,,Salesforce
371194,,Stephen Fitzmorris,,[Unknown],dsadsads@fsadsa.com,,source
10808722,Inactive Investor,Eric Burns,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",eric.p.burns@nm.com,,Salesforce
10969939,Inactive Investor,Aaron Losing,Financial Associate,Thrivent Investment Management Inc. O Neill NE 115 N 5th St,aaron.losing@thrivent.com,,Salesforce
10879301,Inactive Investor,Cody Coombe,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,cody.coombe@fidelity.com,,Salesforce
9607747,,Jennifer Craney-Reppert,,,jlcraney-reppert@delinvest.com,,List import
10662088,,Stephen Swanson,,,sswanson@valorep.com,,List Import
10847701,Inactive Investor,Joseph Croll,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,joseph.r.croll@ubs.com,,Salesforce
11130715,Inactive Investor,Jacob Merk,Financial Consultant,LPL Financial LLC Oshkosh WI 2391 Enterprise Dr,jacob.k.merk@lpl.com,,Salesforce
10872742,Inactive Investor,Bohdan Matishynets,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11174443,Inactive Investor,Eduardo Escardo Cuadra,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,eduardo.escardocuadra@jpmorgan.com,,Salesforce
11040172,Inactive Investor,Kyle Christiansen,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9643190,,jaewook jung,,,jay0923@naver.com,,List import
10770903,Inactive Investor,Ethan Staats,Financial Advisor;Vice President;Wealth Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,ethan.staats@morganstanley.com,,Salesforce
345160,,Victoria Ellinger,Financial Advisor,"Financial Management Strategies, Inc.",vellinger@centrustwealth.com,216-642-1099,Manual List Upload
10755634,Inactive Investor,Bradley Hilbert,,"NewEdge Securities, Inc. Canonsburg PA 6000 Town Center Blvd",,,Salesforce
81349,,David Boothe,President And CCO,Big Investment Services,dboothe@abigplan.com,302-734-7752,Manual List Upload
10767755,Inactive Investor,Don Marable,Financial Advisor,Edward Jones Fort Worth TX 407 Throckmorton St,don.marable@edwardjones.com,,Salesforce
11146825,Inactive Investor,Jerald Prostrollo,Managing Director,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 8400 Normandale Lake Blvd",prostrolloj@wfafinet.com,,Salesforce
10791694,Inactive Investor,Steven Zimmerman,,Cetera Advisors LLC Wayne PA 460 E Swedesford Rd,steven.zimmerman@ceteraadvisors.com,,Salesforce
11034977,Inactive Investor,Amanda Best,,LPL Financial LLC Santa Ana CA 200 Sandpointe Ave,amanda.best@lpl.com,,Salesforce
11069091,Inactive Investor,John Challas,Consultant,Commonwealth Financial Network Minneapolis MN 7900 International Dr,jchallas@commonwealth.com,,Salesforce
335821,,Ryan Emerson,,Personal Capital Advisors Corporation,ryan.emerson@personalcapital.com,,
11100686,Inactive Investor,Tyler Choate,,"Raymond James Financial Services, Inc. Hot Springs National Park AR 2836 Malvern Ave",tyler.choate@raymondjames.com,,Salesforce
11192920,Inactive Investor,Diane Spagnola,Client Service Associate,Morgan Stanley Canfield OH 3635 Boardman Canfield Rd,diane.spagnola@morganstanley.com,,Salesforce
11145141,Inactive Investor,Pedro Tecla,Financial Advisor;Financial Services Representative;Investment Advisor Representative,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11173727,Inactive Investor,Roman Reed,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,roman.reed@opco.com,,Salesforce
11223035,,Richard Guerrini,,,richard.guerrini@pnc.com,,List Import
11193823,Inactive Investor,Mark Conner,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,mark.conner@gs.com,,Salesforce
11135346,Inactive Investor,Ian Cully,Chief Compliance Officer;Financial Advisor;Partner;Principal;Regulatory Contact,Aspire Wealth Architects,ian.cully@aspirewealtharchitects.com,,Salesforce
9645708,,David Kaye,,,ridestronger@gmail.com,,List import
9640815,,Michael Schueck,,,mdschueck@verizon.net,,List import
10770339,Inactive Investor,Daniel Shealy,Financial Advisor,Edward Jones Galion OH 790 Portland Way N,dan.shealy@edwardjones.com,,Salesforce
63027,,Dawn Wood,Relationship Manager,"Briggs Advisory Group, Inc.",dawn@briggsadvisory.com,401-334-3400,Manual List Upload
11009148,Inactive Investor,Raul Lopez,,"Wells Fargo Clearing Services, LLC Decatur GA 1 W Court Sq",raul.a.lopez@wellsfargo.com,,Salesforce
111499,,EARL CHUMLEY  JR,,INDIVIDUAL,e.chumley@sbcglobal.net,936-27574,
10941631,Inactive Investor,Joenisha Ricks,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10858073,Inactive Investor,Eric Nesheim,,LPL Financial LLC Brainerd MN 1511 Northern Pacific Rd,eric.nesheim@lpl.com,,Salesforce
9638591,,William Gandini,,,william.gandini@irr.ch,,List import
10994783,Inactive Investor,Patrick Rody,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",patrick.rody@tdameritrade.com,,Salesforce
10856853,Inactive Investor,Richard Cullen,Chief Compliance Officer;Managing Member;Portfolio Manager,"Cullen, Patterson Capital Management, LLC",rcullen@cpcm-llc.com,,Salesforce
223408,,Dana Baker,CPA,"Randall Poelma , CPA",danaabaker@hotmail.com,,
10993244,Inactive Investor,Daniel Perilla,,J.P. Morgan Securities LLC New Port Richey FL 5029 US Hwy 19,daniel.perilla@chase.com,,Salesforce
10949954,Inactive Investor,Chelsea Vogt,Senior Registered Associate,D.A. Davidson & Co. Lynchburg VA 828 Main St,chanson@dadco.com,,Salesforce
10905919,Inactive Investor,Jarmila Stehle,,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,jarmila.stehle@lpl.com,,Salesforce
10801594,Inactive Investor,Jeffrey Porasik,Senior Vice President - Investments,"Raymond James & Associates, Inc. Sarasota FL Private Residence",jeff.porasik@raymondjames.com,,Salesforce
11126313,Inactive Investor,Kenneth Knapp,Principal,LPL Financial LLC Phoenix AZ 1430 E Missouri Ave,ken.knapp@lpl.com,,Salesforce
10929110,Inactive Investor,Andrew McGivney,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,andrew.mcgivney@primerica.com,,Salesforce
9623638,,Nico Bieri,,,ocin1111@gmail.com,,List import
11183031,Inactive Investor,Cory Verhaalen,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Menomonee Falls WI N78W14545 Appleton Ave",cory.verhaalen@usbank.com,,Salesforce
11150859,Inactive Investor,Craig Fowler,,"Cambridge Investment Research, Inc. Knoxville TN 9724 Kingston Pike",,,Salesforce
10776549,Inactive Investor,Maureen Wilson,,"EarlyBirdCapital, Inc.",,,Salesforce
10938332,Inactive Investor,Brooke Heinsohn,,Goldman Sachs & Co.,,,Salesforce
9578020,,David Biddle,,,dave@bcmwealth.com,,List import
9605797,,Paul Magovern,,,pjm@guyasuta.com,,List import
9561027,,Louis Tabone,,,ltabone@financialguide.com,,List import
11023576,Inactive Investor,Ethan Fine,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,ethan.fine@jpmorgan.com,,Salesforce
11229238,Inactive Investor,Catherine Kohli,,Janney Montgomery Scott LLC Atlanta GA 1230 Peachtree St NE,,,Salesforce
10946622,Inactive Investor,Matthew Moore,,"Northwestern Mutual Investment Services, LLC Louisville KY 140 Whittington Pkwy",matt.moore@nm.com,,Salesforce
10952169,Inactive Investor,Ricardo Espichan,,J.P. Morgan Securities LLC Richardson TX 110 N Coit Rd,,,Salesforce
9543378,,Elijah Cunningham,,,elijahwc@valuepointpartners.com,,List import
9612322,,Elias Raphael,,,raphaelelias@hotmail.com,,List import
10767310,Inactive Investor,Shelby Mulberger,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Williamsport PA 175 Pine St,shelby.mulberger@morganstanley.com,,Salesforce
9127718,,Mike Hume,,,mhume@mkpcap.com,,List Import
10869428,Inactive Investor,John Losavio,,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,,,Salesforce
10994897,Inactive Investor,Peyton Pourciau,Financial Advisor,J.P. Morgan Securities LLC Lafayette LA 225 Southpark Rd,peyton.pourciau@jpmorgan.com,,Salesforce
11091965,Inactive Investor,Nicholas Mariscal,,J.P. Morgan Securities LLC San Jose CA 1402 Lincoln Ave,,,Salesforce
1003146,Inactive Investor,Jonathan Gazdak,,Alexander Capital,jgazdak@alexandercapitallp.com,,3rd Party Lead Gen
10790150,Inactive Investor,John Chun,,Citigroup Global Markets Inc.,john.chun@citi.com,,Salesforce
11209025,Inactive Investor,Mark Solomon,,"Farmers Financial Solutions, LLC Sainte Genevieve MO 21971 Hwy 32",mark.rwolk1@farmersagency.com,,Salesforce
9588088,,sandeep singh,,,liquidsolution82@gmail.com,,List import
10814498,Inactive Investor,Scott Rooney,Investment Advisor Representative,LPL Financial LLC Bloomfield Hills MI 3883 Telegraph Rd,,,Salesforce
11036731,Inactive Investor,Julia Simmons,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,julia.simmons@lpl.com,,Salesforce
10487547,,Michael Apple,"Financial Advisor, Portfolio Management Director, Senior Vice President",Morgan Stanley,michael.apple@morganstanley.com,,List Import
10887520,Inactive Investor,Robert Gorse,,Stonex Securities Inc. Cortland OH Private Residence,robert.gorse@saswealth.com,,Salesforce
9548591,,David Mabie,,,dmabie@chi-cap.com,,List import
10991547,Inactive Investor,Josh Henson,Managing Partner,49 Financial Houston TX 1334 Brittmoore Rd,josh.henson@49financial.com,,Salesforce
10967967,Inactive Investor,Kevin Verdugo,,"Farmers Financial Solutions, LLC College Station TX 1645 Greens Prairie Rd W",kverdugo@farmersagent.com,,Salesforce
11017958,Inactive Investor,Mason Dado,,Cetera Investment Services LLC Farmington MI 33533 W 12 Mile Rd,,,Salesforce
10776711,Inactive Investor,Robert Sauer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",robert_sauer@ml.com,,Salesforce
10941968,Inactive Investor,Jaima Galfi,Financial Advisor,"Osaic Wealth, Inc. Peoria Heights IL 4603 N Galena Rd",,,Salesforce
11186423,Inactive Investor,William Wallace,,Goldman Sachs & Co. Houston TX 609 Main St,william.wallace@gs.com,,Salesforce
9596557,,Ren Riley,,,rriley@rscapital.com,,List import
9625877,,Hyeonung Song,,,mannerwoong@gmail.com,,List import
10926635,Inactive Investor,Ryan Salinas,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,ryan.salinas@jpmorgan.com,,Salesforce
373018,,Roosevelt Bowman,,[Unknown],roosevelt.bowman@bernstein.com,,source
347443,,Tyrone Barnes,Vice President,Taconic Partners,tbarnes@tacon.com,212-220-9945,Manual List Upload
11025614,Inactive Investor,Carmen Buss,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,carmen.buss@thrivent.com,,Salesforce
10923953,Inactive Investor,Daniel Deremer,,"Harbour Investments, Inc. Waukesha WI W240N1221 Pewaukee Rd",,,Salesforce
10905467,Inactive Investor,Robert Grossman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9619314,,Steven Jeffrey,,,steven.jeffrey@centraltrust.net,,List import
11010892,Inactive Investor,Harrison Leblanc,Financial Advisor Assistant,LPL Financial LLC Luling LA 12225 Hwy 90,harrison.leblanc@lpl.com,,Salesforce
11011934,Inactive Investor,Sewnaresh Ganesh,,"MML Investors Services, LLC Sanford FL 2120 Northumbria Dr",,,Salesforce
11054277,Inactive Investor,Nader Sharkawi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10938076,Inactive Investor,Cheryl Duhon,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lake Charles LA 2020 Country Club Rd",cheryl.duhon@ml.com,,Salesforce
10816907,Inactive Investor,Robert Simon,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",robert.simon@wellsfargo.com,,Salesforce
11155093,Inactive Investor,Nitin Venkatdas,,Deutsche Bank Securities Inc. Boston MA 100 Summer St,,,Salesforce
11032006,Inactive Investor,Deanne Chrystal,Regional Vice President,PFS Investments Inc. Londonderry NH 25 Nashua Rd,dchrystal@primerica.com,,Salesforce
9581734,,James Sosinski,,,jsosinski@koenigcpa.net,,List import
10774673,Inactive Investor,David Jensen,Financial Advisor,Edward Jones Midvale UT 7050 S Union Park Ave,david.p.jensen@edwardjones.com,,Salesforce
10998977,Inactive Investor,Matthew Wagahoff,Sales Representative,"Horace Mann Investors, Inc.",matthew.wagahoff@horacemann.com,,Salesforce
11171948,Inactive Investor,An Phan,,"Allstate Financial Services, LLC Milpitas CA 1258 S Abel St",anphan@allstate.com,,Salesforce
10982572,Inactive Investor,Gary Kazanjian,Financial Analyst;Investment Advisor,"Capitol Securities Management, Inc. Glastonbury CT 11 Naubuc Ave",gkazanjian@capitolsecurities.com,,Salesforce
11028608,Inactive Investor,Nicholas Covyeau,Chief Compliance Officer;Financial Planner;Owner,Swell Financial,,,Salesforce
11066008,Inactive Investor,Debbie Gandy,,"PeachCap Securities, Inc. Camarillo CA 2435 Ventura Blvd",debbie.gandy@peachcap.com,,Salesforce
10790037,Inactive Investor,Eliah Ewing,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Tampa FL 7432 Monika Manor Dr",,,Salesforce
10510450,,Mark Roberts,Vice President,Fidelity Investments,mark.roberts2@fmr.com,,List Import
11101550,Inactive Investor,Daniel Lucas,Investment Advisor Representative;Wealth Manager,"LJI Wealth Management, LLC",,,Salesforce
10765457,Inactive Investor,Colin Fajardo,Financial Advisor,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",colin.fajardo@wellsfargoadvisors.com,,Salesforce
11086768,Inactive Investor,Levi Larson,Managing Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,levi.f.larson@jpmorgan.com,,Salesforce
10858886,Inactive Investor,Stephanie Kelly,Associate Vice President - Investments,"Raymond James & Associates, Inc. Portland OR 5 SE Martin Luther King Jr Blvd",stephanie.kelly@raymondjames.com,,Salesforce
10952791,Inactive Investor,Ryan Weaver,,"Empower Financial Services, Inc",ryan.weaver@gwrs.com,,Salesforce
9648079,,Cynthia Smith,,,waitilidecide@gmail.com,,List import
9566631,,Gianni Nesbeth,,,gianninesbeth@hotmail.com,,List import
10924798,Inactive Investor,Jeffrey Meyers,,Cetera Advisor Networks LLC Overland Park KS 9300 W 110th St,,,Salesforce
11139620,Inactive Investor,Waiel Ibrahim,,"Bankers Life Securities, Inc. Lodi CA 501 W Lodi Ave",waiel.ibrahim@bankerslife.com,,Salesforce
10758343,Inactive Investor,Tamara Unger,Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",tamara_goodfellow@ml.com,,Salesforce
9548011,,Roger Chang,,,roger.chang@securitiesamerica.com,,List import
9571909,,Laurence Cheng,,,laurence.cheng@capitalz.com,,List import
10841384,Inactive Investor,Bryon Knoble,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Bel Air MD 2 S Main St",bryon.knoble@wellsfargoadvisors.com,,Salesforce
10875490,Inactive Investor,Michael Solomon,Division Leader,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,michael.solomon@primerica.com,,Salesforce
11104727,Inactive Investor,Chad Sigmon,Financial Planner,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",chad.sigmon@prudential.com,,Salesforce
10563548,,Clarke Beaudry,,,clarke.beaudry@gmail.com,,Web Form Fillout
11004154,Inactive Investor,Robert Seibert,,"Kestra Investment Services, LLC Lake Oswego OR 17665 Pilkington Rd",,,Salesforce
334578,,Lynn Hill,,Mcmill Cpa And Advisors,lynnh@wealthfirm.info,402-371-1160,Manual List Upload
10911832,Inactive Investor,John Eyen,,Vanguard Marketing Corporation,,,Salesforce
5236532,,JHON NAMA,,,mamerfish@gmail.com,,Web Form Fillout
9547356,,Doris Wade,,,wadaeworld@gmail.com,,List import
10853237,Inactive Investor,Anthony Colussi,Member,"Monetary Solutions, Ltd.",,,Salesforce
9612119,,Mike Isroff,,,misroff@ptam.com,,List import
11103524,Inactive Investor,Donald O'Neal,Managing Partner;Partner,"Wayfinding Financial, LLC",don.oneal@wayfindingfinancial.com,,Salesforce
11109393,Inactive Investor,Wade Barnett,,Jefferies LLC Philadelphia PA 1900 Market St,wbarnett@jefferies.com,,Salesforce
11105188,Inactive Investor,Jeffrey Feinberg,Financial Advisor,LPL Financial LLC Ashland OR 525 A St,jeffrey.feinberg@lpl.com,,Salesforce
11003558,Inactive Investor,Trae Vaillant,,PFS Investments Inc. Tampa FL 5410 Mariner St,tvaillant@primerica.com,,Salesforce
10924931,Inactive Investor,Gretchen Forler,Manager,"Raymond James & Associates, Inc. Scottsdale AZ 14850 N Scottsdale Rd",gretchen.forler@raymondjames.com,,Salesforce
9572763,,Kartik Misra,,,kartik.misra@soros.com,,List import
218870,,Cameron Chapman,,[Unknown],camrchapman@protonmail.com,,
10929237,Inactive Investor,Amy Shelby,,LPL Financial LLC Lawton OK 6425 NW Cache Rd,amy.shelby@lpl.com,,Salesforce
9540424,,George Davitt,,,george.davitt@aragaincapital.com,,List Import
10929459,Inactive Investor,Katherine Warner,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11045816,Inactive Investor,Ryan Weisenberg,,"HighTower Securities, LLC San Diego CA 12680 High Bluff Dr",rweisenberg@hightoweradvisors.com,,Salesforce
9555118,,Eric Levenberg,,,ericplev@gmail.com,,
11055974,Inactive Investor,Michele Madasz,Chief Compliance Officer;Licensed Sales Assistant,Martel Wealth Advisors Inc,michele@martelwealthadvisors.com,,Salesforce
9543431,,William Haskins,,,bhaskins@rfgadvisory.com,,List import
10759748,Inactive Investor,Edward Nolan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albany NY 69 State St",edward_nolan@ml.com,,Salesforce
9576110,,Andrew Gately,,,andrew.gately@fmr.com,,List import
10979896,Inactive Investor,Weston Adams,Chief Compliance Officer;Partner,HA Wealth Advisors Inc.,,,Salesforce
10932735,Inactive Investor,Richard Harader,,Stonex Securities Inc. Cave Creek AZ 31625 N 66th St,richard.harader@saswealth.com,,Salesforce
10809943,Inactive Investor,Brett Bernstein,,XML Securities,bbernstein@xmlfg.com,,Salesforce
9630834,,Wilkins Brito,,,wbrito8617@yahoo.com,,List import
11045045,Inactive Investor,Bradley Ambrose,,"Farmers Financial Solutions, LLC McKinney TX 3120 Hudson Xing",,,Salesforce
11046971,Inactive Investor,John Walker,Financial Advisor,Trek Financial Littleton CO 10488 W Centennial Rd,jwalker@trekfinancial.com,,Salesforce
10758041,Inactive Investor,Parker Gaglione,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,parker.gaglione@ms.com,,Salesforce
11230666,Inactive Investor,William Drexler,,"Ameriprise Financial Services, LLC Rockledge FL 7125 Turner Rd",,,Salesforce
228926,, -,,[[Unknown]],juty1211@yahoo.com,,
9631709,,D. G.,,,dgilyot@hotmail.com,,List import
11118106,Inactive Investor,Matt Ardoyno,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",toby.ardoyno@stifel.com,,Salesforce
10886993,Inactive Investor,Edison Noboa,Chief Compliance Officer;Financial Advisor;President,"Eagle Wealth Management, Inc.",edison.noboa@myeaglewealthmanagement.com,,Salesforce
11222149,,Robert Dimella,,,robert.dimella@mackayshields.com,,List Import
11003641,Inactive Investor,Mark Molowa,,"MML Investors Services, LLC Bethesda MD 4800 Hampden Ln",,,Salesforce
10860292,Inactive Investor,Raymond Willoughby,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,ray.willoughby.mdf8@statefarm.com,,Salesforce
11061710,Inactive Investor,Tristen Mabin,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portage MI 750 Trade Centre Way",tristen.mabin@ml.com,,Salesforce
10972180,Inactive Investor,Amanda Preston,Senior Relationship Manager,"3EDGE Asset Management, LP",amanda.preston@3edgeam.com,,Salesforce
9614103,,Aaron Ellison,,,aellison3@protonmail.com,,List import
10782979,Inactive Investor,Jason Boera,,Citigroup Global Markets Inc. Boston MA 1 Post Office Sq,,,Salesforce
11095206,Inactive Investor,Edward Griswold,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",andy.griswold@rbc.com,,Salesforce
11195960,Inactive Investor,Joyce Krinsky,Financial Advisor,"VALIC Financial Advisors, Inc. Atlanta GA 2300 Windy Ridge Pkwy SE",joyce.krinsky@valic.com,,Salesforce
10836395,Inactive Investor,Thomas Davis,,State Farm VP Management Corp. Oxford MS 1015 University Ave,tom.davis.b9vy@statefarm.com,,Salesforce
10987260,Inactive Investor,Kelli Frederick,,Cetera Investment Services LLC El Segundo CA 2301 Rosecrans Ave,,,Salesforce
10944661,Inactive Investor,Susana Carmona,Owner,Westmore Asset Management New York NY 800 3rd Ave,,,Salesforce
11015509,Inactive Investor,Trevor Jurlina,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",trevor.jurlina@nm.com,,Salesforce
10777041,Inactive Investor,Thomas Twombly,Chief Compliance Officer;Co-Founder;President,Lucien Stirling & Gray Advisory Group Inc,,,Salesforce
9614042,,Patrick Cooke,,,pmcooke2017@gmail.com,,List import
10919191,Inactive Investor,Vince LaRosa,,"Cadaret, Grant & Co., Inc.",vlarosa@cadaretgrant.com,,Salesforce
11099833,Inactive Investor,Jonathan Beck,,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,jbeck@janney.com,,Salesforce
11180315,Inactive Investor,Cameron Kerkes,,Vanguard Marketing Corporation,cameron_kerkes@vanguard.com,,Salesforce
10800602,Inactive Investor,Malcolm Bourne,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lake Forest IL 100 N Field Dr",bournem@stifel.com,,Salesforce
10796592,Inactive Investor,Richard Kaser,Chief Investment Officer;Managing Member;Wealth Advisor,"KMG Fiduciary Partners, LLC",richard.kaser@kmgfp.com,,Salesforce
10935505,Inactive Investor,Keenan Odenbach,,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
11032603,Inactive Investor,Elizabeth Wee,Managing Member,Homewood Capital Management East LLC,,,Salesforce
10619605,,Noah Seidenberg,,,nseidenberg@inspirionwealth.com,,List Import
11087368,Inactive Investor,Gaurav Mirchandani,Regulatory Contact;Secretary,OneWelth Inc,,,Salesforce
11084875,Inactive Investor,Brian Davis,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Lincroft NJ 600 Newman Springs Rd",brian.l.davis@wellsfargo.com,,Salesforce
10868772,Inactive Investor,Glenn Raese,,LPL Financial LLC Roseville CA 548 Gibson Dr,glenn.raese@lpl.com,,Salesforce
10821138,Inactive Investor,Harry Reidenbach,Financial Advisor,"Wells Fargo Clearing Services, LLC Lancaster PA 120 N Pointe Blvd",harry.w.reidenbach@wellsfargoadvisors.com,,Salesforce
10940451,Inactive Investor,Joseph Grisso,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
2455934,,Jeffrey Eimers,,,eimersj40@gmail.com,,
9596133,,Jonathan Upham,,,jupham@sageviewadvisory.com,,List Import
10876640,Inactive Investor,Philip Roth,Financial Advisor,"U.S. Bancorp Investments, Inc. Leawood KS 4901 W 119th St",philip.roth@edwardjones.com,,Salesforce
9582191,,Sean Dowling,,,sean@thedowlinggroup.com,,List import
11065887,Inactive Investor,Christine Koy,Financial Professional,"Transamerica Financial Advisors, Inc Rockville MD 1901 Research Blvd",christine.koy@tfaconnect.com,,Salesforce
11044975,Inactive Investor,Clarissa Navarro,,LPL Financial LLC Londonderry NH 50 Nashua Rd,clarissa.navarro@lpl.com,,Salesforce
10615854,,Thomas Solis,,,thomas.a.solis@jpmorgan.com,,List Import
9631342,,Stewart Turner,,,stew.art.biztx@gmail.com,,List import
10790274,Inactive Investor,Kimberly Thompson,Financial Professional,"Pruco Securities, LLC. Spring Hill KS 21890 S Webster St",k.thompson@prudential.com,,Salesforce
215669,,Brandon Hudgeons,,Hudgeons,bhudgeons@gmail.com,5127515824,
11312439,Inactive Investor,Peter Braude,,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",peter.braude@usbank.com,,Salesforce
10899076,Inactive Investor,Margaret Bussmann,Client Service Associate;Wealth Advisor Associate,Morgan Stanley Palo Alto CA 245 Lytton Ave,,,Salesforce
11213157,Inactive Investor,Melissa Moore,,Cetera Advisor Networks LLC Chicago IL 353 N Clark St,,,Salesforce
9645519,,Anthony Singletary,,,tradethenumbers@gmail.com,,List import
334187,,Brandon Hardy,Senior Vice-President,"Pekin Hardy Strauss, Inc.",brandon@pekinsinger.com,312-554-7525,Manual List Upload
10866709,Inactive Investor,Gil Hazan,First Vice President;Private Client Banker,J.P. Morgan Securities LLC Lakewood NJ 1797 Avenue of the States,gil.hazan@jpmorgan.com,,Salesforce
171339,,hyojong kim,,[Unknown],hyojong2w@gmail.com,,
11170411,Inactive Investor,Nicole Gilbert,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,nicole.gilbert@fidelity.com,,Salesforce
10988833,Inactive Investor,Jared De Soto,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
10991392,Inactive Investor,Karey Kincaid,,LPL Financial LLC Sterling Heights MI 13427 15 Mile Rd,karey.kincaid@lpl.com,,Salesforce
9556912,,Jhoanny Garcia-Cardenas,,,jhoanny.cardenas@suntrust.com,,List import
10891274,Inactive Investor,Wade West,Financial Advisor,Edward Jones Wichita KS 13303 W Maple St,wade.west@edwardjones.com,,Salesforce
9610262,,Matt Isono,,,mattisono@me.com,,List import
10486737,,Frank Winford,"Client Advisor, Managing Director","Raymond James & Associates, Inc.",frank.winford@alex-brown.com,,List Import
11000524,Inactive Investor,Sally Ocasio-Pinto,,PFS Investments Inc. Elmsford NY 570 Taxter Rd,socasiopinto@primerica.com,,Salesforce
225324,,PETER DANOS,,United States,peterdanos@yahoo.com,,
10989429,Inactive Investor,Shonte Reeves,,PFS Investments Inc. Torrance CA 20655 S Western Ave,shonteelenareeves@primerica.com,,Salesforce
11011291,Inactive Investor,Josef Warta,,Cetera Advisor Networks LLC New Ulm MN 706 N German St,,,Salesforce
11036215,Inactive Investor,James Pino,,"Halliday Financial, LLC",jpino@hallidayfinancial.com,,Salesforce
5947931,,Malcolm Phillips,,,malcolmpnz@gmail.com,,Web form fillout
10914421,Inactive Investor,John Williams,Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",john.w.williams@ampf.com,,Salesforce
11014750,Inactive Investor,Zavian Harriday,,J.P. Morgan Securities LLC Farmington MI 23309 Farmington Rd,zavian.harriday@jpmorgan.com,,Salesforce
11139104,Inactive Investor,Carolina Tanjutco,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",carolina.tanjutco@prudential.com,,Salesforce
11178717,Inactive Investor,Atif Ahmad,,HSBC Securities (USA) Inc. Southampton NY Private Residence,,,Salesforce
9595864,,Monica Shah,,,mshah@stelluscapital.com,,List import
2267719,,Ashenafi Girma Wondimu,,,renewable.ashenafi@gmail.com,,
10909647,Inactive Investor,Melissa Wacker,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tucson AZ 6401 N Campbell Ave",melissa.wacker@schwab.com,,Salesforce
11254362,Inactive Investor,Derek Spackman,,Cetera Advisor Networks LLC Sandy UT 9815 S Monroe St,,,Salesforce
11045607,Inactive Investor,Jenifer Rieck,Financial Planner,"Pruco Securities, LLC. Story City IA 628 Broad St",jen.rieck@prudential.com,,Salesforce
10822384,Inactive Investor,James Gaydosh,,Lincoln Investment North Royalton OH 13374 Ridge Rd,jgaydosh@lincolninvestment.com,,Salesforce
9897592,,Curtis Ridgway,,,kingcurt2018@icloud.com,,Web Form Fillout
10985155,Inactive Investor,Ivica Vrkljan,,Country Capital Management Company Chanhassen MN 2651 W 78th St,ivica.vrkljan@countryfinancial.com,,Salesforce
11153718,Inactive Investor,Alex Picone,,Stonex Securities Inc. Blue Bell PA 3 Valley Sq,alex@saswealth.com,,Salesforce
9547814,,Kayne Covington,,,kaynecov@usbc.be,,List import
10939938,Inactive Investor,Michael Siefert,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 7370 College Pkwy",michael.siefert@wellsfargoadvisors.com,,Salesforce
10615958,,Al Shahinpouri,,,al.shahinpouri@ml.com,,List Import
10882867,Inactive Investor,Melissa Borelli,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,mborelli@lincolninvestment.com,,Salesforce
9644337,,Jonathan Chu,,,jonathan1.chu@bmo.com,,List import
11100166,Inactive Investor,Daniel Arnold,Branch Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Fort Wayne IN 200 E Main St,daniel.arnold@ubs.com,,Salesforce
10883247,Inactive Investor,Roberto Vargas Garcia-Mameli,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
11117174,Inactive Investor,Jonathan Martin,,"Osaic Wealth, Inc. San Ramon CA 12647 Alcosta Blvd",,,Salesforce
374534,,Keith Vargo,Senior Portfolio Manager,Carnegie Investment Counsel,,216-367-4114,Manual List Upload
11112581,Inactive Investor,Vincent Andrighetto,Client Associate;Client Service Associate,UBS Financial Services Inc. Palo Alto CA 305 Lytton Ave,vincent.andrighetto@ubs.com,,Salesforce
10985593,Inactive Investor,Cara Obi,,PFS Investments Inc. Houston TX 16350 Park 10 Pl,cobi@primerica.com,,Salesforce
10617066,,Roger Anderson,,,rogeranderson@afpadvisor.com,,List Import
11154325,Inactive Investor,Arliss Wilkinson,,PFS Investments Inc. Appleton WI 3000 N Ballard Rd,awilkinson@primerica.com,,Salesforce
11076262,Inactive Investor,Melissa Manikas,,State Farm VP Management Corp. Rochester NY 630 East Ave,melissa.manikas.rzwd@statefarm.com,,Salesforce
163714,,Ihab Ali,,[Unknown],ihabali99@ymail.com,,
11088455,Inactive Investor,Carol Davies,,"Ameriprise Financial Services, LLC Georgetown TX 200 E 8th St",carol.davies@ampf.com,,Salesforce
10973386,Inactive Investor,David Stein,,"The Leaders Group, Inc.",,,Salesforce
10759415,Inactive Investor,Matthew Simi,Financial Advisor;Senior Portfolio Manager;Senior Vice President,UBS Financial Services Inc. San Francisco CA 555 California St,matthew.simi@ubs.com,,Salesforce
11184520,Inactive Investor,Laurie Stevenson,Associate Branch Manager;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Amory MS 206 Main St N,lstevenson@rwbaird.com,,Salesforce
8480871,,Scott Wodzenski,,Janney Montgomery Scott,scott.wodzenski@gmail.com,(412) 848-3703,List Import
11046374,Inactive Investor,Marcus Sitrin,Investment Advisor,"Sitrin Capital Management, LLC",marcus@sitrincapital.com,,Salesforce
11125289,Inactive Investor,Stephen Bransburg,,"Allstate Financial Services, LLC Conroe TX 812 W Dallas St",stephenbransburg@allstate.com,,Salesforce
11043916,Inactive Investor,Victoria Molino,,Cetera Investment Services LLC Biloxi MS 888 Howard Ave,,,Salesforce
9627537,,Marquis Scott,,,marquisdscott@gmail.com,,List import
11153268,Inactive Investor,Leroy Bizzell,,"Keel Point Capital, LLC Brentwood TN 7000 Executive Center Dr",lbizzell@keelpoint.com,,Salesforce
10901664,Inactive Investor,Emma Bilvado,Team Lead,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10831200,Inactive Investor,Elizabeth Ware,Wealth Advisor,LPL Financial LLC Newport News VA 107 Nat Turner Blvd S,liz.ware@lpl.com,,Salesforce
11094450,Inactive Investor,Jesse Modahl,Supervisory Risk Principal,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
9585382,,Gianni Salamone,,,gianni.salamone@fidelity.com,,List import
10839584,Inactive Investor,Anitra Blue Francis,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",anitra.blue@nm.com,,Salesforce
10910364,Inactive Investor,Alvin Bates,,"Allstate Financial Services, LLC Franklin MI 30600 Telegraph Rd",alvinbatesjr@allstate.com,,Salesforce
11238301,Inactive Investor,Amy Lorius,,CM Wealth Advisors LLC,alorius@cmwealthadvisors.com,,Salesforce
10847923,Inactive Investor,Kevin King,Financial Advisor;Founding Principal;Owner;President;Shareholder,"The Legacy Financial Group, Inc.",kevin@legacyadvisor.net,,Salesforce
9581271,,George Drakos,,,gdrakos@vanderbiltsecurities.com,,List import
10870579,Inactive Investor,Tayen Hazqiyal,Investment Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,t.haz@chase.com,,Salesforce
9597535,,Natthakorn Pragorbdee,,,thedeityoflife@hotmail.com,,List import
10755961,Inactive Investor,Michael Wilkison,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",michael.a.wilkison@ml.com,,Salesforce
11195686,Inactive Investor,Jodi-Lynn Graziano,,"Osaic Wealth, Inc. Warwick RI 117 Metro Center Blvd",,,Salesforce
5458728,,Robert Elkind,,Na,complex5341@gmail.com,3392239588,Web Form Fillout
10854440,Inactive Investor,Michael Thomas,,"Wells Fargo Clearing Services, LLC",michael.thomas@wfadvisors.com,,Salesforce
10803035,Inactive Investor,David Van Glish,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",david_vanglish@ml.com,,Salesforce
11147341,Inactive Investor,Steven Nowicki,,LPL Financial LLC Worcester MA 100 North Pkwy,steven.nowicki@lpl.com,,Salesforce
10892990,Inactive Investor,Griffin Whitaker,Associate,Morgan Stanley Dallas TX 5001 Spring Valley Rd,,,Salesforce
11123408,Inactive Investor,Angela Wald,,J.P. Morgan Securities LLC Orlando FL 1812 Sand Lake Rd,angela.wald@jpmorgan.com,,Salesforce
9605817,,Harish Aiyar,,,haiyar@csmckee.com,,List import
8367901,,william Covington,,,wcovington43@yahoo.com.com,,Web Form Fillout
11154381,Inactive Investor,Dontaleisha Smith,,PFS Investments Inc. Southaven MS 885 Ferncliff Cv,dontaleisha.smith@primerica.com,,Salesforce
370458,,Justin Totten,,Medline industries,jtotten76@gmail.com,6155853196,Salesforce
11045810,Inactive Investor,Tamara Scherder,Associate Financial Advisor,"Ameriprise Financial Services, LLC Bowling Green MO 1214 E Champ Clark Dr",tamara.scherder@ampf.com,,Salesforce
11080692,Inactive Investor,Philip Lang,Chief Compliance Officer;Owner;President,"Accel Advisors, Inc.",philip@oc-cfo.com,,Salesforce
10908964,Inactive Investor,Brandon Melnychuk,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",brandon.melnychuk@ml.com,,Salesforce
10938768,Inactive Investor,Matthew Kapetanakis,Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Needham Heights MA 197 1st Ave",,,Salesforce
11085785,Inactive Investor,Robert Armendariz,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,rarmendariz@ft.newyorklife.com,,Salesforce
11047165,Inactive Investor,Barbara Warner,Chief Compliance Officer;President,"Warner Financial, Inc",bwarner@warner-financial.com,,Salesforce
9549805,,Lisa Wilson,,,lisawilson@synovus.com,,List import
10888431,Inactive Investor,Penny Wasem,Chief Compliance Officer;Owner;President,"Lifetime Financial Planning Solutions, LLC",pwasem@lifetimefinancialplan.com,,Salesforce
11188081,Inactive Investor,Brian Messier,Retirement Income Planner,"Osaic FA, Inc. Houston TX 1330 Post Oak Blvd",brian.messier@lfg.com,,Salesforce
221080,,arman rostami,,[Unknown],crkhatami@gmail.com,,
10871400,Inactive Investor,Kerby Wallick,Chief Investment Strategist,"StreamSong Advisors, LLC",kwallick@streamsongadvisors.com,,Salesforce
11166235,Inactive Investor,Lloyd Church,,"Raymond James Financial Services, Inc. Scottsdale AZ 7450 E Pinnacle Peak Rd",lloyd.church@raymondjames.com,,Salesforce
10948051,Inactive Investor,Elyse Fedorka,,Vanguard Marketing Corporation,elyse_manto@vanguard.com,,Salesforce
213428,,Daniel Nagasawa,,[Unknown],dnagasawa73@gmail.com,,source
9546031,,Gail Leonard,,,glleonard@hotmail.com,,List import
10891650,Inactive Investor,Zachary Minor,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10924917,Inactive Investor,Rene Avila,,"InSight Securities, Inc. El Paso TX 221 N Kansas St",ravila@insightamericas.net,,Salesforce
9591012,,Harold Davidson,,,hd@hdainvest.com,,List import
10876060,Inactive Investor,Dominic Monk,Financial Advisor,Robert W. Baird & Co. Incorporated Columbus OH 4215 Worth Ave,dmonk@rwbaird.com,,Salesforce
9573172,,George Maslovsky,,,gmaslovsky@echocap.com,,List import
11032196,Inactive Investor,Daniel Conroy,Associate Wealth Advisor;Client Services Manager,"Allen Capital Group, LLC Omaha NE 10050 Regency Cir",dconroy@allencapgroup.com,,Salesforce
210700,,Aaren Hill,,United States,aarenhill97@yahoo.com,,Direct
97894,,laurence jones,,Cura & Senectus Investment AG,joneslarryuk@aol.com,4.47896E+11,
11051309,Inactive Investor,Kyle Wilson,,"St. Bernard Financial Services, Inc. El Dorado Hills CA 5080 Robert J Mathews Pkwy",kyle.wilson@stbernardfinancial.com,,Salesforce
10929902,Inactive Investor,Peter Haynes,Financial Advisor,LPL Financial LLC White Plains NY 146 Mamaroneck Ave,peter.haynes@lpl.com,,Salesforce
10937747,Inactive Investor,Michael Delmonaco,Financial Advisor;Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11135635,Inactive Investor,Mark Elmore,,"Independent Financial Group, LLC Birmingham AL 44 Inverness Center Pkwy",,,Salesforce
10804367,Inactive Investor,Robin Jensen,Financial Advisor,Edward Jones Hackettstown NJ 174 Mountain Ave,robyn.jensen@edwardjones.com,,Salesforce
11075208,Inactive Investor,Ektar Choudhury,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,,,Salesforce
11191495,Inactive Investor,Todd Lang,Investment Advisor,Vista Investment Partners LLC Tulsa OK 2626 E 21st St,todd.lang@vistainvestment.com,,Salesforce
11068170,Inactive Investor,Camilla Dufour,Financial Advisor,Edward Jones Hammond LA 1250 SW Railroad Ave,camilla.dufour@edwardjones.com,,Salesforce
10810894,Inactive Investor,Michael Abruzzo,Advisor,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",mabruzzo@financialguide.com,,Salesforce
11165122,Inactive Investor,Teresa Byrum,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",,,Salesforce
10865872,Inactive Investor,Bryn Baranack,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,bryn.baranack@fmr.com,,Salesforce
230872,, -,,[[Unknown]],swansda@gmail.com,,Direct
11034713,Inactive Investor,Gregory Harder,Financial Consultant,"Caldwell Sutter Capital, Inc. Santa Rosa CA 3562 Round Barn Cir",greg@cald.com,,Salesforce
10997969,Inactive Investor,Eric Fox,,"Regulus Financial Group, LLC New Albany IN 3120 Blackiston Mill Rd",,,Salesforce
10829905,Inactive Investor,Roger Kliminski,Chief Compliance Officer;Founding Principal;Member,"Global Investment Solutions, LLC",roger@globalinvestsolutions.com,,Salesforce
9628806,,Michael Dean,,,studiono96@gmail.com,,List import
10793505,Inactive Investor,Angela Spinner,,"Raymond James & Associates, Inc. Georgetown TX 1104 S Rock St",,,Salesforce
11001418,Inactive Investor,Lisa Middleton,,LPL Financial LLC Tampa FL 6536 E Hillsborough Ave,lisa.middleton@lpl.com,,Salesforce
371683,,Mark Olsen,,United States,markolsen13@gmail.com,,Salesforce
350777,,Deirdre Nectow,"Director, Business Development, Managing Director","Cambridge Associates, Llc",dnectow@cambridgeassociates.com,617-457-7500,Manual List Upload
9575884,,Scott Bishop,,,scott.bishop@signaturewmg.com,,List import
73473,,Anthony Cordone,Chief Financial Officer,Armistice Capital Llc,acordone@armisticecapital.com,(212) 891-4932,Manual List Upload
11197265,Inactive Investor,Thomas Kelsey,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",tom.kelsey@prudential.com,,Salesforce
10984307,Inactive Investor,Matthew Tolen,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Scottsdale AZ 4922 E Bell Rd,,,Salesforce
11038860,Inactive Investor,Kevin Hawthorne,,"David Lerner Associates, Inc. Boca Raton FL 568 NE 51st St",kevin.hawthorne@davidlerner.com,,Salesforce
10929445,Inactive Investor,Jared Phillips,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10849566,Inactive Investor,Jonathan Chea,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",jonathan.chea@nm.com,,Salesforce
10788137,Inactive Investor,Patricia Bowles,,"Fifth Third Securities, Inc. Louisville KY 5200 Dixie Hwy",patricia.bowles@53.com,,Salesforce
11004421,Inactive Investor,Daniel Thompson,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,daniel.thompson@primerica.com,,Salesforce
200212,,John Deuschle,,[Unknown],jdeuschle@comcast.net,,Paid Search
11077267,Inactive Investor,Joseph Bergamo,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Albuquerque NM 6301 Uptown Blvd NE",sam.bergamo@rbc.com,,Salesforce
11195912,Inactive Investor,Christopher Kurimay,Director,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,christopher.kurimay@citi.com,,Salesforce
11204816,Inactive Investor,Abraham Dekin,,"Northwestern Mutual Investment Services, LLC Boston MA 20 Newbury St",,,Salesforce
10789093,Inactive Investor,David Berkowitz,,J.P. Morgan Securities LLC Denver CO 1455 16th St,david.m.berkowitz@jpmorgan.com,,Salesforce
10486962,,Kristan Seale,Associate Branch Manager,Robert W. Baird & Co. Incorporated,kseale@rwbaird.com,,List Import
10982626,Inactive Investor,George Aji,,"Raymond James Financial Services, Inc. Monroe LA 1861 Hudson Cir",george.aji@raymondjames.com,,Salesforce
10506427,,Afsana Siddique,,,siddique_afsana@yahoo.ca,,Web Form Fillout
1004416,Inactive Investor,Michelle Chopper,,Michelle Chopper,michelle.chopper@cohencpa.com,,3rd Party Lead Gen
10862064,Inactive Investor,Ashley Peper,Manager,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",ashley.peper@ampf.com,,Salesforce
11057943,Inactive Investor,William Boyce,,State Farm VP Management Corp. Fayetteville TN 1231 Huntsville Hwy,,,Salesforce
10865459,Inactive Investor,Judy March,,Cetera Financial Specialists LLC Houston TX 19 Briar Hollow Ln,judy.march@ceterafs.com,,Salesforce
351386,,Emilio Olmos,Managing Director,Glendower Capital,emilio.olmos@glendowercapital.com,121-265-38400,Manual List Upload
10980846,Inactive Investor,Ashley Bleckner,Private Wealth Advisor,Ellevest,ableckner@ellevest.com,,Salesforce
10618202,,Laura Divietro,,,laura.divietro@thrivent.com,,List Import
9584269,,Howard Hoffen,,,howard.hoffen@metalmarkcapital.com,,List import
9546663,,Ethan Zh,,,amazingez@gmail.com,,List import
11160455,Inactive Investor,Jeffrey Heitzman,,"Ameritas Investment Company, LLC Grand Rapids MI 233 Fulton St E",jeffrey.heitzman@ameritas.com,,Salesforce
11085378,Inactive Investor,Kim Aligata,,"Osaic Institutions, Inc.",,,Salesforce
11088020,Inactive Investor,Steven Dawson,,"Raymond James Financial Services, Inc. Allen TX 333 E Bethany Dr",steven.dawson@raymondjames.com,,Salesforce
11068310,Inactive Investor,Sarah Martinez,Financial Advisor,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,,,Salesforce
10757234,Inactive Investor,Grace Marshall,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",grace.marshall@ml.com,,Salesforce
9584787,,Alan Mollot,,,alan@mollot.com,,List import
11006332,Inactive Investor,William Cox,,Southstate|DuncanWilliams Securities Corp.,william.cox@duncanw.com,,Salesforce
248809,,Tiburcio Sanz,Market Intelligence,Elliptic,tiburcio.sanz@elliptic.co,,Manual List Upload
11206868,Inactive Investor,Brent Clark,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11186377,Inactive Investor,Sheryl O'Connor,,LPL Financial LLC Orchard Park NY 4084 N Buffalo St,sheryl.o-connor@lpl.com,,Salesforce
11200339,Inactive Investor,Marcus Jasso,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Wealth Advisor,"Overlook Park Wealth, LLC",mjasso@overlookparkwealth.com,,Salesforce
10968885,Inactive Investor,Karen Pena,,"Osaic Wealth, Inc. Fort Lauderdale FL 900 S Pine Island Rd",,,Salesforce
27431,,Masako Irie,Analyst,Elliott Management Corporation,mirie@elliottmgmt.com,1-212-974-6000,Initial Salesforce Import
11099316,Inactive Investor,Jacob Schaffer,,Fidelity Brokerage Services LLC Chicago IL 1 N la Salle St,jacob.schaffer@fmr.com,,Salesforce
11164540,Inactive Investor,Sarah Abreu Almonte,,"Robinhood Financial, LLC",sarah@robinhood.com,,Salesforce
10980583,Inactive Investor,Nathan Beck,Chief Compliance Officer;Chief Executive Officer,Go Invest LLC,nate@goinvest.us,,Salesforce
10798765,Inactive Investor,Jennifer Oxley,Senior Associate,Morgan Stanley Westlake OH 159 Crocker Park Blvd,,,Salesforce
10994025,Inactive Investor,Anirudh Vemulapalli,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",,,Salesforce
10834569,Inactive Investor,Charles Bennett,,"Prospera Financial Services, Inc. Maumee OH 1701 Woodlands Dr",charles.bennett@prosperafinancial.com,,Salesforce
10802523,Inactive Investor,Thomas Chiaravalloti,Financial Advisor,"Wells Fargo Clearing Services, LLC Toms River NJ 530 Lakehurst Rd",thomas.chiaravalloti@wellsfargoadvisors.com,,Salesforce
10986365,Inactive Investor,Nicholas West,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",,,Salesforce
10510179,,Dave Sharp,ETF Capital Markets,Vanguard,david_r_sharp@vanguard.com,,List Import
10833192,Inactive Investor,Brandon Cigna,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",brandon.cigna@ml.com,,Salesforce
11176699,Inactive Investor,John Burnham,,"Arete Wealth Management, LLC Carmel NY 95 Gleneida Ave",john.burnham@aretewealth.com,,Salesforce
10872068,Inactive Investor,Eric Demico,Financial Advisor;Partner;Senior Advisor,"Gibson Capital, LLC",eric.d@gibsoncapital.com,,Salesforce
11086345,Inactive Investor,Copeland Edmunds,Financial Advisor,Edward Jones Florence SC 3203 W Palmetto St,andy.edmunds@edwardjones.com,,Salesforce
10829499,Inactive Investor,Spencer Larson,,B. Riley Wealth Management Boston MA 10 Post Office Sq,slarson@brileywealth.com,,Salesforce
10814564,Inactive Investor,Julia O'Mara,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",,,Salesforce
10823797,Inactive Investor,Thomas Schuller,Investment Executive;Vice President,"Fifth Third Securities, Inc. Saint Petersburg FL 153 2nd Ave S",thomas.schuller@53.com,,Salesforce
11129965,Inactive Investor,Paula Porsch,,Cetera Advisors LLC Kansas City MO 4717 Grand Ave,,,Salesforce
9628464,,Seth Biedenbender,,,setherb@protonmail.com,,List import
10820043,Inactive Investor,Carl Muehlemeyer,Chief Operating Officer;Owner;Partner;Regulatory Contact,"Aegis Wealth Management, Inc.",carl@aegisfinancial.com,,Salesforce
242020,,David Dykstra,Financial Advisor,AIG Retirement Services,david.dykstra@aig.com,,Event
9641468,,Jairo Cipolla,,,jairo.cipolla@alvariuminvestments.com,,List import
10796191,Inactive Investor,Jordan Norley,Managing Partner,"Independence Square Holdings, LLC",jnorley@indsquare.com,,Salesforce
11102750,Inactive Investor,Jonathan Boone,Financial Advisor,J.P. Morgan Securities LLC Huntington Woods MI 26363 Woodward Ave,,,Salesforce
10879636,Inactive Investor,Joe Turner,Founder,Pring Turner Pleasant View CO 22416 Country Road 11,joe@pringturner.com,,Salesforce
11140126,Inactive Investor,Bradford Sabol,,LPL Financial LLC Waukesha WI N19W24200 Riverwood Dr,bradford.sabol@lpl.com,,Salesforce
11095073,Inactive Investor,Steven Bernknopf,Wealth Advisor,"Perigon Wealth Management, LLC Cranberry NJ 1249 S River Rd",steven.bernknopf@perigonwealth.com,,Salesforce
11046545,Inactive Investor,Todd Tarney,Financial Advisor,The Huntington Investment Company Delaware OH 1750 Columbus Pike,,,Salesforce
11175286,Inactive Investor,Lyle Wilcox,,NYLIFE Securities LLC Plano TX 7160 Dallas Pkwy,ldwilcox@ft.newyorklife.com,,Salesforce
10877684,Inactive Investor,Cosette Cole,Client Associate,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",cosette.cole@wfadvisors.com,,Salesforce
11193206,Inactive Investor,Roberto Arteaga Ascencio,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,,,Salesforce
11056144,Inactive Investor,John Budin,Financial Advisor,Thrivent Investment Management Inc. Sparta WI 218 S Water St,john.budin@thrivent.com,,Salesforce
10865583,Inactive Investor,James Liotta,Chief Compliance Officer;Founder;Managing Member;President,Prominence Capital,jliotta@prominencecapital.com,,Salesforce
10823905,Inactive Investor,Andrew Klein,Chief Compliance Officer;Managing Member;Managing Partner,Paramount Associates Wealth Management Aurora CO 6400 S Fiddlers Green Cir,,,Salesforce
210141,,chan mei yee,,United States,icechanbaby@live.hk,,
10815395,Inactive Investor,Gerardo Barajas,,"Wells Fargo Clearing Services, LLC Santa Barbara CA 3804 State St",gerardo.barajas@wellsfargoadvisors.com,,Salesforce
151380,,Meera R,,[Unknown],mruparel13@gmail.com,,
9546281,,Ashley Tenbek,,,atenbekjian@sourcead.com,,List import
10531823,Inactive Investor,Kate Hall,Compliance Officer,"The Patten Group, Inc.",kate@360patten.com,423-531-0360,List Import
10978301,Inactive Investor,Cole Anderson,Financial Advisor,"Collins Wealth Management, Inc.",,,Salesforce
11156013,Inactive Investor,Alex Metzler Metzler,Associate Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 1 Huntington Quadrangle",alex.metzler@ampf.com,,Salesforce
10946932,Inactive Investor,Brooks Hannula,,"Horace Mann Investors, Inc. Delray Beach FL 4731 W Atlantic Ave",brooks.hannula@horacemann.com,,Salesforce
9605309,,Peter Landers,,,landers@ajopartners.com,,List import
11179785,Inactive Investor,Joseph Perritt,,"Independent Advisor Alliance, LLC Irmo SC 715 Kennerly Rd",,,Salesforce
10829871,Inactive Investor,Mark Filiberto,Financial Advisor,LPL Financial LLC Islandia NY 1282 Motor Pkwy,mark.filiberto@lpl.com,,Salesforce
9648085,,Stephen Poh,,,invoguenz@gmail.com,,List import
11189850,Inactive Investor,Christian Rojas,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 3 Better World Cir",christian.g.rojas@ml.com,,Salesforce
9646469,,Mark Stephens,,,mstephens.chicago@gmail.com,,List import
10998584,Inactive Investor,James Mcneill,Senior Private Banking Advisor;Vice President,Arvest Wealth Management Overland Park KS 7401 W 135th St,,,Salesforce
10926227,Inactive Investor,Robert Kea,Chief Investment Officer;Partner;Principal,GreenPort Capital Advisors,,,Salesforce
11235670,Inactive Investor,Alan Pamintuan,Investment Advisor,Forthright Capital Advisory Chula Vista CA Private Residence,,,Salesforce
9624307,,Stanislas Rochon,,,stanislas.rochon@gmail.com,,List import
9588759,,Michael Fierro,,,mfierro@eplp.com,,List import
11061456,Inactive Investor,John Kelly,,"OJM Group, LLC Phoenix AZ 5110 N 40th St",john@ojmgroup.com,,Salesforce
9597353,,Michael Strauss,,,michael.strauss@dywealth.com,,List import
197067,,Kelvin Cabrera,,United States,cabrera.kelvin@gmail.com,,
9647763,,Patrick Stark,,,pat@rscrum.com,,List import
373293,,Lynn Brown,,[Unknown],lynnboydbrown@live.com,,source
10804136,Inactive Investor,Michael Murphy,Private Wealth Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",,,Salesforce
10768696,Inactive Investor,James Deis,,PFS Investments Inc. Sioux Falls SD 2010 S Sycamore Ave,james.deis@primerica.com,,Salesforce
11076274,Inactive Investor,John Witt,,"Avantax Investment Services, Inc. Cincinnati OH 3377 Compton Rd",,,Salesforce
10487944,,Thomas Eades,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC",tom.eades@rbc.com,,List Import
11160911,Inactive Investor,David Mastro,,"Wells Fargo Clearing Services, LLC Wayne PA 702 W Lancaster Ave",,,Salesforce
10961115,Inactive Investor,Braquel Jackson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11030121,Inactive Investor,Thomas Westmoreland,,"MML Investors Services, LLC Alexandria VA Private Residence",twestmoreland@financialguide.com,,Salesforce
9573338,,Nathan Price,,,nathanprice@financialguide.com,,List import
11132824,Inactive Investor,Mark Burton,,NYLIFE Securities LLC Lake Forest CA 26501 Rancho Pkwy S,miburton1@ft.newyorklife.com,,Salesforce
9560630,,Alexander Sherr,,,asherr@commonwealth.com,,List import
11079338,Inactive Investor,Peter Van Houten,Senior Regional Supervisory Principal,LPL Financial LLC Palatine IL Private Residence,peter.van-houten@lpl.com,,Salesforce
9596067,,John Mccuistion,,,johnm@jmadvise.com,,List import
10770520,Inactive Investor,Elena Demitropoulos,Officer;Senior Client Associate,"Wells Fargo Clearing Services, LLC Lake Forest IL 100 Saunders Rd",elena.demitropoulos@wellsfargoadvisors.com,,Salesforce
11162231,Inactive Investor,Clark Call,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11141349,Inactive Investor,James Nickley,,"Allstate Financial Services, LLC Melbourne FL 1801 Sarno Rd",jimnickley@allstate.com,,Salesforce
11137746,Inactive Investor,Matthew Bral,,Commonwealth Financial Network West Des Moines IA 6701 Westown Pkwy,mbral@commonwealth.com,,Salesforce
11050633,Inactive Investor,Frank Nickey,,Cetera Investment Services LLC Newport News VA 11742 Jefferson Ave,,,Salesforce
11089131,Inactive Investor,William Huseth,Senior Vice President - Wealth Management,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,gordon.huseth@ubs.com,,Salesforce
10854905,Inactive Investor,Oral Smith,,LifeMark Securities Corp. Yonkers NY 641 Yonkers Ave,osmith@lifemark.com,,Salesforce
11096213,Inactive Investor,Alicia Vila,,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",alicia.vila@equitable.com,,Salesforce
11210232,Inactive Investor,Emily Sekulic,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",emily.sekulic@ml.com,,Salesforce
11022924,Inactive Investor,Samuel Arazoza,,"Allstate Financial Services, LLC Fairport NY 305 Packetts Lndg",samuelarazoza@allstate.com,,Salesforce
10949604,Inactive Investor,Caitlin Pelzer,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,,,Salesforce
35141,,Todd Jessop,Chief Compliance Officer,LifeMark Securities Corp.,tjessop@lifemark.com,800-291-7570,
10618129,,Michael Bryan,,,kbryan@mesirowfinancial.com,,List import
10988322,Inactive Investor,Molly Hurlbut,,Jefferies LLC Richmond VA 919 E Main St,mhurlbut@jefferies.com,,Salesforce
11220557,,Kyle Medlin,,,kyle.medlin@mutualofamerica.com,,Other
9544931,,Laura Noah,,,lauramnoah@gmail.com,,List import
1636400,,Dan jurkowitz,,[Unknown],dan@jurkowitz.com,,
10985495,Inactive Investor,Warren Reichel,,Cetera Investment Services LLC Bryan TX 1716 Briarcrest Dr,warren.reichel@ceterais.com,,Salesforce
11157292,Inactive Investor,Cole Posin,,J.P. Morgan Securities LLC Lake Oswego OR 4155 Mercantile Dr,cole.posin@jpmorgan.com,,Salesforce
10931194,Inactive Investor,Patrick Denman,,"Avantax Investment Services, Inc. Pen Argyl PA Private Residence",,,Salesforce
10883739,Inactive Investor,Raymond Rivers,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,raymond.rivers@jpmorgan.com,,Salesforce
9554744,,Michael Matty,,,mmatty@stgermaininvestments.com,,List import
10976632,Inactive Investor,Danielle Rubin-Luchs,,"Farmers Financial Solutions, LLC Agoura Hills CA 28310 Roadside Dr",danielle.irubin@farmersagency.com,,Salesforce
10990267,Inactive Investor,Rippert Roberts,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",rippert.roberts@equitable.com,,Salesforce
11073837,Inactive Investor,Steven Dzvonick,Financial Advisor;Senior Financial Services Representative,"Principal Securities, Inc. Sewickley PA 2100 Georgetown Dr",dzvonick.steve@principal.com,,Salesforce
9629447,,Rafal Lunitz,,,rafal.lunitz@gmail.com,,List import
10929461,Inactive Investor,Paul Dorfmeier,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10864359,Inactive Investor,Narendra Ramdas,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,nramdas@ft.newyorklife.com,,Salesforce
209892,,Matt Bacon,,Carmichael Hill & Associates,mattb@carmichael-hill.com,(301) 217-9300,Organic Search
9569727,,Amy Ferguson,,,amy@aeferguson.com,,List import
11086535,Inactive Investor,David Dettmann,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 576 Bielenberg Dr",dave.dettmann@nm.com,,Salesforce
352180,,Jake Floyd,Business Development,Floyd Financial Group Llc,jake@floydfinancialgroup.com,417-889-7233,Manual List Upload
10841550,Inactive Investor,Tracey Frank,,"Spire Securities, LLC",tracey.frank@spireip.com,,Salesforce
336642,,Joseph Ribis,Vice President,"Pks Advisory Services, Llc",jribis@pksinvest.com,518-426-5791,Manual List Upload
11075192,Inactive Investor,Ryan Roach,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",ryan.roach@ml.com,,Salesforce
11193957,Inactive Investor,Michael Jankiewicz,Managing Director - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,michael.jankiewicz@ubs.com,,Salesforce
10924792,Inactive Investor,Sean Dehaan,,LPL Financial LLC Atlanta GA 4401 Northside Pkwy NW,sean.dehaan@lpl.com,,Salesforce
334757,,Jeremy Degenhart,"Manager And Member Of Advantage Capital Solar Holdings, Llc",Advantage Capital,jdegenhart@biz-capital.com,504-522-4850,Manual List Upload
11105658,Inactive Investor,Dianne Spera,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 520 Maryville Centre Dr",sperad@stifel.com,,Salesforce
10755450,Inactive Investor,Suzanne Pfau,Officer;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",suzanne_pfau@ml.com,,Salesforce
206490,,Simon Leger,,[[Unknown]],leger.simon@gmail.com,,Initial Salesforce Import
11118601,Inactive Investor,Jeffrey Burton,,"Wells Fargo Advisors Financial Network, LLC Charleston SC 225 7 Farms Dr",jeff.burton@wfafinet.com,,Salesforce
9581504,,Christine rolle -,,,christinerolle7@gmail.com,,List import
345418,,Scott Roland,Controller,"Trustcore Financial Services, Llc",scott.roland@trustcore.com,615-377-1177,Manual List Upload
1001366,Inactive Investor,Nick Markola,,Markola,nmarkola@yahoo.com,,3rd Party Lead Gen
11050826,Inactive Investor,Lance Zimmerman,Director - Retirement Plan Services,"M Holdings Securities, Inc. Prairie Village KS 3500 W 75th St",,,Salesforce
9568617,,Judd Berube,,,judd.berube@nfp.com,,List import
9540670,,Scott Hill,,,scott.hill@senfamilyoffice.com,,List Import
10510553,,Matt Markiewicz,Managing Director,AXS Investments,mmarkiewicz@axsinvestments.com,,List Import
10878951,Inactive Investor,Jenna Dupaul,,Citigroup Global Markets Inc.,jenna.dupaul@citigroup.com,,Salesforce
9587599,,YEONSANG KANG,,,kysgz@naver.com,,List import
10977658,Inactive Investor,Connor Darragh,,Jefferies LLC,cdarragh@jefferies.com,,Salesforce
10872820,Inactive Investor,Thomas Granello,,"Allstate Financial Services, LLC Staten Island NY 1928 Victory Blvd",thomasgranello@allstate.com,,Salesforce
11117229,Inactive Investor,Syed Rumin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",syed.rumin@ml.com,,Salesforce
11049489,Inactive Investor,Jerrod Fraser,Senior Client Assistant,"Wells Fargo Clearing Services, LLC San Antonio TX 777 E Sonterra Blvd",jerrod.fraser@wellsfargoadvisors.com,,Salesforce
11044567,Inactive Investor,Mohammad Hassan,,J.P. Morgan Securities LLC Bronx NY 11 Hugh J Grant Cir,mohammad.hassan@jpmorgan.com,,Salesforce
10702580,,Christopher Neyor,,,chris.neyor@outlook.com,,Web Form Fillout
9631327,,Benton Gorre,,,bgorre1013@gmail.com,,List import
11197377,Inactive Investor,Keith Wagner,,"Farmers Financial Solutions, LLC Spring TX 8105 Kuykendahl Rd",kwagner@farmersagent.com,,Salesforce
11010547,Inactive Investor,Nhi Nguyen,,"World Equity Group, Inc. Bozeman MT 2485 Manley Rd",,,Salesforce
10948302,Inactive Investor,Allison Hanna,Financial Advisor,"NBC Securities, Inc. Summit NJ 18-22 Bank St",ahanna@nbcsecurities.com,,Salesforce
11205229,Inactive Investor,Susano Castillo,,"Osaic FS, Inc. Laredo TX 5219 McPherson Rd",,,Salesforce
10772159,Inactive Investor,Mark Rosenberg,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,mark.a.rosenberg@ubs.com,,Salesforce
10850333,Inactive Investor,Elizabeth Wolf,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",elizabeth.wolf@nm.com,,Salesforce
11019959,Inactive Investor,Elijah Jorgenson,,Cetera Advisor Networks LLC Madison WI 2945 Triverton Pike Dr,,,Salesforce
10785094,Inactive Investor,Becky Berman,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,becky.berman@fmr.com,,Salesforce
11222696,,Jack Kelly,,,jack_kelly@troweprice.com,,List Import
10756421,Inactive Investor,Janelle Morrow,,Key Investment Services LLC,jmorrow@kisinvestments.com,,Salesforce
11187878,Inactive Investor,Eileen Sherrick,,J.P. Morgan Securities LLC,eileen.sherrick@jpmorgan.com,,Salesforce
11100026,Inactive Investor,Christopher Kraft,Financial Consultant,Thrivent Investment Management Inc. Meridian ID 2450 E Gala St,christopher.kraft@thrivent.com,,Salesforce
9547293,,Nenad Dordevic,,,ndordevic@imaginebc.net,,List import
10868446,Inactive Investor,Laura Flentye,Chief Administrative Officer;Partner;Regulatory Contact,"Curi RMB Capital, LLC",lflentye@rmbcap.com,,Salesforce
10656452,,Tammy Mauriello,,,tammy.mauriello@wfadvisors.com,,List Import
10930100,Inactive Investor,Brandon Kohnen,,NYLIFE Securities LLC Indianapolis IN 500 E 96th St,bmkohnen@ft.newyorklife.com,,Salesforce
241254,Inactive Investor,Dennis Estes,,John Hancock,destes@jhancock.com,(617) 663-2400,Database Upload
10782393,Inactive Investor,Katherine Owen,Executive Director,J.P. Morgan Securities LLC Austin TX 405 Colorado St,katherine.owen@jpmorgan.com,,Salesforce
10935771,Inactive Investor,Jason Ridinger,,"Osaic Wealth, Inc. Roanoke VA Private Residence",,,Salesforce
11203454,Inactive Investor,Brook Scardina,Head - Consulting,"Crescent Advisor Group, Inc. Roswell GA Private Residence",,,Salesforce
169603,,Jonathan Fong,,[Unknown],jcfong17@gmail.com,,
9646644,,Kevin ONeil,,,kpon68@yahoo.com,,List import
10898145,Inactive Investor,Juliette Marth,Financial Advisor,"Voya Financial Advisors, Inc. Minneapolis MN 10800 Lyndale Ave S",juliette.marth@voya.com,,Salesforce
10770957,Inactive Investor,Emiley Jellie,,Morgan Stanley San Francisco CA 221 Main St,,,Salesforce
11082117,Inactive Investor,James Baker,Financial Consultant,"First Citizens Investor Services, Inc. Garner NC 2520 Timber Dr",james.baker@firstcitizens.com,,Salesforce
10932683,Inactive Investor,Lina Graciano-Marte,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10869066,Inactive Investor,Mark Hollendyke,,Fidelity Brokerage Services LLC,mark.hollendyke@fmr.com,,Salesforce
11036969,Inactive Investor,Martin James,,"Modern Wealth Management, LLC Mooresville IN 130 Meadow Lake Dr",martin.james@modwm.com,,Salesforce
10786279,Inactive Investor,Allen Robinson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,allen.robinson@fidelity.com,,Salesforce
11238294,Inactive Investor,Kent Addis,,"Addis & Hill, Incorporated",caddis@addishill.com,,Salesforce
11056229,Inactive Investor,Nicholas Taviani,Financial Advisor,"Ameriprise Financial Services, LLC Frankfort IL 10237 W Lincoln Hwy",nicholas.taviani@ampf.com,,Salesforce
10771206,Inactive Investor,Dennis Wells,,"Raymond James Financial Services, Inc. Annapolis MD 170 Jennifer Rd",dennis.wells@raymondjames.com,,Salesforce
10844551,Inactive Investor,Jennifer Bonvechio,Chief Compliance Officer;Partner,"Baker Street Advisors, LLC San Francisco CA 455 Market St",jennifer@bakerstreetadvisors.com,,Salesforce
11042793,Inactive Investor,Christina Empedocles,Chief Compliance Officer;Founder;Principal Planner,Insight Personal Finance,christina@insightpersonalfinance.com,,Salesforce
10781661,Inactive Investor,Nicole Deblase,,Deutsche Bank Securities Inc.,,,Salesforce
11200854,Inactive Investor,Rod Russell,Senior Vice President;Wealth Advisor,Farther Crystal Lake IL Private Residence,,,Salesforce
11016986,Inactive Investor,Cody Chitwood,,LPL Financial LLC Tullahoma TN 1611 N Jackson St,cody.chitwood@lpl.com,,Salesforce
11043178,Inactive Investor,Nicholas Carrillo,Financial Planning Specialist,"Ameriprise Financial Services, LLC Thousand Oaks CA 100 E Thousand Oaks Blvd",nicholas.carrillo@ampf.com,,Salesforce
10801565,Inactive Investor,Lee Boyar,Owner,"Boyar Asset Management, Inc.",,,Salesforce
340575,,Niall Quinn,Director And Head Of Sales For Institutional Clients,Pictet Asset Management Limited,nquinn@pictet.com, -8475163,Manual List Upload
11006230,Inactive Investor,Kevin Dowell,,Edward Jones Carlsbad CA 3451 Via Montebello,,,Salesforce
11188284,Inactive Investor,James Perkins,,"Woodmen Financial Services, Inc. Ball LA 4421 Monroe Hwy",jcperkins@woodmen.org,,Salesforce
10845020,Inactive Investor,Carla Lockerd Haughton,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,clockerd@primerica.com,,Salesforce
11057628,Inactive Investor,Adam Rutz,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",,,Salesforce
10639643,,Kimberly Fleming,,,kfleming@rwbaird.com,,Web Form Fillout
10764338,Inactive Investor,Frank Macgowan,,"Kestra Investment Services, LLC Excelsior MN 434 Lake St",,,Salesforce
10971247,Inactive Investor,Ashley Minton,,Vanguard Marketing Corporation,ashley_minton@vanguard.com,,Salesforce
10760051,Inactive Investor,Jay Alexis,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Austin TX 5900 W Slaughter Ln",jay.alexis@wellsfargo.com,,Salesforce
10840717,Inactive Investor,Joshua Strzelecki,Financial Advisor,"Ameriprise Financial Services, LLC Baraboo WI 201 8th Ave",joshua.strzelecki@ampf.com,,Salesforce
373061,,Rabia Iqbal,,[Unknown],r@rabiaiqbal.com,,source
10759153,Inactive Investor,Elizabeth Thomas,,"Truist Investment Services, Inc. Hilton Head Island SC 1 Lafayette Pl",beth.a.thomas@truist.com,,Salesforce
10843705,Inactive Investor,Chad Kaufman,,"Raymond James Financial Services, Inc. Indianapolis IN 135 N Pennsylvania St",chad.kaufman@raymondjames.com,,Salesforce
11263703,Inactive Investor,Jackson Sattervall,Analyst - Investments,"NorthRock Partners, LLC",jackson.sattervall@northrockpartners.com,612-367-8800,Salesforce
9633259,,GEORGE CRUMRINE,,,gbcrumrine@gmail.com,,List import
10487313,,Robert Bertino,"Managing Director - Private Wealth Management, Private Wealth Advisor",UBS Financial Services Inc.,rob.bertino@ubs.com,,List Import
10871467,Inactive Investor,Matthew Price,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",dylan.price@truist.com,,Salesforce
10844332,Inactive Investor,Charles Bingham,Financial Advisor,"Sunbelt Securities, Inc.",charles.bingham@sunbeltsecurities.com,,Salesforce
10888065,Inactive Investor,Jacob Beekman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.beekman@fmr.com,,Salesforce
10843505,Inactive Investor,Laura Strickland,,"Osaic Wealth, Inc. Mount Olive NC 955 N Breazeale Ave",,,Salesforce
10758167,Inactive Investor,Howard Taylor,Managing Director;Senior Wealth Advisor,Neuberger Berman BD LLC San Francisco CA 655 Montgomery St,htaylor@nb.com,,Salesforce
9583995,,David Adair,,,david.adair@fmr.com,,List import
11088739,Inactive Investor,Michael Willis,Investment Advisor Representative,LPL Financial LLC Marina CA Private Residence,michael.willis@lpl.com,,Salesforce
11118744,Inactive Investor,Laura Herrera,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Hagerstown MD 40 S Potomac St",laura.spessard@rbc.com,,Salesforce
11166486,Inactive Investor,Vincent Russo,Financial Advisor,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",vrusso@financialguide.com,,Salesforce
1866325,,Jordan Cohn,,[Unknown],dxpark@ix.netcom.com,,
10997372,Inactive Investor,Nathan Milone,Financial Advisor,Edward Jones Newton IA 1821 1st Ave E,nate.milone@edwardjones.com,,Salesforce
11025356,Inactive Investor,Alan Cox,,State Farm VP Management Corp. Killeen TX 1201 E Central Texas Expy,,,Salesforce
9598831,,Catherine Cucharale,,,ccucharale@mclaughlinryder.com,,List import
10843845,Inactive Investor,Ann Kienast,Wealth Advisor,LPL Financial LLC Madison WI 4708 E Towne Blvd,ann.schomber@lpl.com,,Salesforce
10815589,Inactive Investor,Patrick Dorcey,Financial Advisor,Edward Jones Fair Haven MI 10127 Marine City Hwy,pat.dorcey@edwardjones.com,,Salesforce
348657,,Channing Mitzell,"Co-Founder, Managing Principal, President, Principal","Windsor Wealth Management, Inc.",chap@windsor-group.com,317-848-3005,
10834917,Inactive Investor,Sarah Hunt,Chief Market Strategist,Saxon Woods Advisors LLC,,,Salesforce
11049764,Inactive Investor,Hannah Heidrich,Client Associate,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",hannah.heidrich@rbc.com,,Salesforce
9561009,,David Nielsen,,,davidn@efsadvisors.com,,List import
217608,,SERGIO VERGARA,,[Unknown],sergio747@hotmail.com,,
11077626,Inactive Investor,Elizabeth Wolgemuth,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,elizabeth.wolgemuth@fidelity.com,,Salesforce
10983860,Inactive Investor,Kelly Cansler,,"Farmers Financial Solutions, LLC San Mateo CA 1900 S Norfolk St",kcorwell@farmersagent.com,,Salesforce
347713,,Lawrence Calcano,Member,"Icapital Advisors, Llc",lcalcano@icapitalnetwork.com,212-994-7400,Manual List Upload
10887820,Inactive Investor,Edward Levi,Wealth Management Advisor,"Lazari Capital Management, Inc.",,,Salesforce
173885,,Wayne Baci,,[Unknown],wayne.baci@gmail.com,,
10900236,Inactive Investor,Michael Kokesh,,Monetary Management Corporation,michael.kokesh@rampartscapital.com,,Salesforce
11094853,Inactive Investor,Stephen Bartoli,Family Wealth Director;Senior Vice President;Wealth Advisor,Morgan Stanley Camp Hill PA 214 Senate Ave,stephen.bartoli@morganstanley.com,,Salesforce
11023198,Inactive Investor,Randall Bradshaw,,"Wells Fargo Advisors Financial Network, LLC Midvale UT 6985 S Union Park Ctr",dane.bradshaw@wellsfargoadvisors.com,,Salesforce
9549415,,Eric Wolff,,,ewolff@hawkridgellc.com,,List import
11138590,Inactive Investor,Thomas Zoch,,"Osaic FA, Inc. Fort Wayne IN 127 W Berry St",thomas.zoch@lfg.com,,Salesforce
11149836,Inactive Investor,Angel Miranda,,PFS Investments Inc. New York NY 1430 Broadway,amiranda@primerica.com,,Salesforce
10787492,Inactive Investor,James Brazil,Shareholder;Wealth Advisor,JMF Capstone Wealth Management,jbrazil@jmfcapstone.com,,Salesforce
10983258,Inactive Investor,Luke Peele,,Perella Weinberg Partners LP,lpeele@pwpartners.com,,Salesforce
11079918,Inactive Investor,Gary Guariglia,,J.P. Morgan Securities LLC Syracuse NY 500 Plum St,gary.guariglia@jpmorgan.com,,Salesforce
10799748,Inactive Investor,Kelly Liebbe,Investment Executive,"Fifth Third Securities, Inc. Plainwell MI 1282 M 89",kelly.liebbe@53.com,,Salesforce
232016,, -,,[[Unknown]],khinyub242@gmail.com,,Advertising
10658045,,Fred O'Connor,,,fred.oconnor@nm.com,,List Import
9579236,,Marco grandi,,,marco.grandi@ymail.com,,List import
11034245,Inactive Investor,Travis Missler,,"Cambridge Investment Research, Inc. Norwalk OH Private Residence",,,Salesforce
11237108,Inactive Investor,Delante Greer,Financial Planner;Investment Advisor Representative,"Opulentia, LLC Hunt Valley MD 11350 McCormick Rd",dgreer@opulentia.net,,Salesforce
10906037,Inactive Investor,Alex Schneider,Executive Director,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,alex.e.schneider@chase.com,,Salesforce
11157416,Inactive Investor,Alexander Chavez,,J.P. Morgan Securities LLC Fresno CA 3681 N Blackstone Ave,alexander.chavez@jpmorgan.com,,Salesforce
11138517,Inactive Investor,Cody Brooks,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10822883,Inactive Investor,Robert Swiller,Managing Director - Wealth Management,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,robert.swiller@ubs.com,,Salesforce
9583826,,Erik Huff,,,erik.huff@kestrafinancial.com,,List import
10970034,Inactive Investor,Ricardo De Oliveira,,"Truist Investment Services, Inc. Eustis FL 15375 US Hwy 441",ricardo.a.deoliveira@truist.com,,Salesforce
11035801,Inactive Investor,Margaret Lim,Client Service Associate,Morgan Stanley San Francisco CA 101 California St,margaret.lim@morganstanley.com,,Salesforce
9587210,,ming van,,,18666205983@163.com,,List import
10756655,Inactive Investor,Brianne Aubin,Senior Client Associate,"RBC Capital Markets, LLC Bloomfield Hills MI 38505 Woodward Ave",brianne.aubin@rbc.com,,Salesforce
11108165,Inactive Investor,Samhitha Sunkara,,Goldman Sachs & Co.,,,Salesforce
9625078,,liu chao,,,403057100@qq.com,,List import
111700,,Nikesh Kumar,,India,nikesh317@gmail.com,,
10761974,Inactive Investor,Marina Matthews,Vice President,Morgan Stanley Melville NY 58 S Service Rd,marina.matthews@morganstanley.com,,Salesforce
10998684,Inactive Investor,Heydi Garcia,,State Farm VP Management Corp. Houston TX 10833 Hughes Rd,,,Salesforce
11150101,Inactive Investor,Robert Fialkowski,Advisor,"Osaic Wealth, Inc. Tulsa OK 5100 E Skelly Dr",rfialkowski@royalaa.com,,Salesforce
10914549,Inactive Investor,Alta Bingham,,"Wells Fargo Clearing Services, LLC Springtown TX 201 S Main St",,,Salesforce
10886741,Inactive Investor,Kevin Polheber,,"Osaic Wealth, Inc. Racine WI 8326 Corporate Dr",,,Salesforce
10862447,Inactive Investor,Edwin Unland,,"Independent Financial Group, LLC Long Beach CA 490 Pine Ave",eunland@ifgrr.com,,Salesforce
11104092,Inactive Investor,Tracy Mckenica Besenyodi,,"Allstate Financial Services, LLC Hudson OH 75 Milford Dr",tbesenyodi@allstate.com,,Salesforce
10765214,Inactive Investor,Julia Meredith,Financial Advisor,LPL Financial LLC Louisville KY 500 N Hurstbourne Pkwy,julia.spurrier@lpl.com,,Salesforce
10987032,Inactive Investor,Kathy Santana,,"Charles Schwab & Co., Inc. West Palm Beach FL 701 S Rosemary Ave",,,Salesforce
10828907,Inactive Investor,Joshua Schefers,Financial Advisor,"Valley Wealth Strategies, LLC Walnut Creek CA 101 Ygnacio Valley Rd",jschefers@zukfinancial.com,,Salesforce
10829536,Inactive Investor,Michael Rosso,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Canton OH 4833 Munson St NW",michael.rosso@benjaminfedwards.com,,Salesforce
11001820,Inactive Investor,Evan McDaniel,Financial Planner,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",evanmcdaniel@financialguide.com,,Salesforce
11073816,Inactive Investor,Spencer Humbles,,"Charles Schwab & Co., Inc. Boca Raton FL 150 E Palmetto Park Rd",spencer.humbles@schwab.com,,Salesforce
10776170,Inactive Investor,Shaun Fulton,Branch Manager;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,shaun.fulton@morganstanley.com,,Salesforce
9613934,,Giorgio Bufalino,,,giorgiobufalino@gmail.com,,List import
333048,,Jon Rothenberg,,"GREENWAY FINANCIAL, LLC",jon@jdrothenberg.com,248-851-2727,Manual List Upload
10645058,,Lawrence Dyjak,,,ldyjak@ft.newyorklife.com,,List Import
10614571,,Adam Crown,"Director - Alternative Investments, Financial Advisor, Portfolio Manager, Senior Vice President",,adam.crown@morganstanley.com,,List Import
10613783,,Hugh Breslin,Financial Advisor,,hugh.e.breslin@wellsfargoadvisors.com,,List Import
11082458,Inactive Investor,N'Dou Kouame,,Citigroup Global Markets Inc.,,,Salesforce
10510137,,Aymin Matri,Advisor,Spike Invest,aymin@getspike.io,,List Import
10788265,Inactive Investor,James Greenwell,,"Hornor, Townsend & Kent, LLC Roswell GA 10898 Crabapple Rd",jgreenwell@htk.com,,Salesforce
229289,, -,,[[Unknown]],saikumaradepu@gmail.com,,
11078779,Inactive Investor,Joseph Forte,,"Pruco Securities, LLC. Houston TX 1233 West Loop S",wes.forte@prudential.com,,Salesforce
10566050,,Ramon Santos,,,ramon.querino@gmail.com,,Web Form Fillout
9631113,,John Nesgoda,,,john.nesgoda@gmail.com,,List import
10830875,Inactive Investor,Arthur Schlosser,,"Independent Advisor Alliance, LLC Denver NC Private Residence",arthur@independentadvisoralliance.com,,Salesforce
11118708,Inactive Investor,Matthew Mardirosian,Wealth Management Associate,UBS Financial Services Inc. Hartford CT 1 State St,matthew.mardirosian@ubs.com,,Salesforce
10886627,Inactive Investor,Ryan Drake,Financial Advisor,Edward Jones Goshen IN 1206 College Ave,ryan.drake@edwardjones.com,,Salesforce
10830453,Inactive Investor,Mark Rauguth,Chief Compliance Officer;Investment Advisor;Managing Member,"Immaculate Wealth Management, LLC",mrauguth@immaculatewealth.com,,Salesforce
11200665,Inactive Investor,John Ceaglske,,Belpointe Asset Management LLC Milwaukee WI 115 S 84th St,john.ceaglske@belpointeasset.com,,Salesforce
11047397,Inactive Investor,Gary Conrad,,Key Investment Services LLC Walnutport PA 4421 Lehigh Dr,gary.conrad@key.com,,Salesforce
11118398,Inactive Investor,Thomas Ela,,Cetera Advisor Networks LLC Wyckoff NJ 642 Wyckoff Ave,elat@ceteranetworks.com,,Salesforce
67197,,Jenifer Dahir,"Investment Advisor, Investment Advisor Representative","Principal Securities, Inc.",dahir.jenifer@principal.com,,
10807956,Inactive Investor,Keith Rogers,Financial Advisor,Edward Jones Mansfield TX 1710 Country Club Dr,keith.rogers@edwardjones.com,,Salesforce
11000067,Inactive Investor,Melissa Wiss,Partner;Senior Consultant,Creative Planning Chicago IL 500 W Monroe St,melissa.wiss@creativeplanning.com,,Salesforce
10915126,Inactive Investor,Ghazala Ahmed,,"Wells Fargo Clearing Services, LLC Prosper TX 880 S Preston Rd",ghazala.ahmed@wellsfargo.com,,Salesforce
10949466,Inactive Investor,Scott Mcknight,,"Northwestern Mutual Investment Services, LLC Birmingham AL 1849 Data Dr",scott.mcknight@nm.com,,Salesforce
10812486,Inactive Investor,Joyce Meyer,Senior Vice President - Wealth Management,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,joyce.meyer@ubs.com,,Salesforce
9542462,,Thomas Cimino,,,acimino5@aol.com,,List import
10769018,Inactive Investor,Ian Mayville,Financial Professional,LPL Financial LLC Blue Ridge GA Private Residence,ian.mayville@lpl.com,,Salesforce
10695906,,Micah Rayner,,"Arete Wealth, Inc.",micah.rayner@aretewealth.com,,List Import
10658890,,Jacob Arreola Garcia,,,jacob.arreolagarcia@chase.com,,List Import
9613853,,Mustafa TURAN,,,musttrn@gmail.com,,List import
10763231,Inactive Investor,Edward Bujdos,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",edward_bujdos@ml.com,,Salesforce
10762178,Inactive Investor,Melissa Smith,Authorized Officer;Team Administrator,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,,,Salesforce
11284210,,Jordan Chavez,,,jordanchavez23@gmail.com,8177279222,Web Form Fillout
10807580,Inactive Investor,Miralem Cecunjanin,,J.P. Morgan Securities LLC New York NY 530 5th Ave,miralem.cecunjanin@jpmorgan.com,,Salesforce
11035254,Inactive Investor,Ann Richardson,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",ann_m_richardson@ml.com,,Salesforce
11006706,Inactive Investor,Ty Peck,,"Farmers Financial Solutions, LLC Lehi UT 2701 N Thanksgiving Way",,,Salesforce
343017,,Taylor Stathis,Client Relationship Manager,"Gm Advisory Group, Inc.",tstathis@gmadvisorygroup.com,631-227-3900,Manual List Upload
350165,,Blake Breslow,Executive Assistant,Linden Capital Partners,bbreslow@lindenllc.com,312-506-5600,Manual List Upload
10767990,Inactive Investor,Kimberly Jones,Investment Management Specialist,"Wells Fargo Clearing Services, LLC El Segundo CA 2141 Rosecrans Ave",,,Salesforce
11113772,Inactive Investor,Monique Tsenter,,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
10756405,Inactive Investor,Pablo Astwood,,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,pablo.r.astwood@jpmorgan.com,,Salesforce
11006047,Inactive Investor,Barrett Jackson,Regional Compliance Officer;Vice President,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,barrett.jackson@jpmorgan.com,,Salesforce
11114173,Inactive Investor,Monica Schulte,,"Prudential Annuities Distributors, Inc Fort Washington PA 600 Office Center Dr",monica.schulte@prudential.com,,Salesforce
11154563,Inactive Investor,John Luedtke,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11066536,Inactive Investor,Erik Le Vot,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10886940,Inactive Investor,Yuxuan Gu,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",yuxuan.gu@ml.com,,Salesforce
10997069,Inactive Investor,Mekemin Kone,,Santander Securities LLC Havertown PA 116 W Township Line Rd,,,Salesforce
10953555,Inactive Investor,Reuben Gamboa,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10956332,Inactive Investor,Mandy Winefeldt,,Arvest Wealth Management Lockwood MO 704 S Main St,mwinefeldt@arvest.com,,Salesforce
11187662,Inactive Investor,Christine Rauser,Client Relationship Manager,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",christine.rauser@ampf.com,,Salesforce
11064617,Inactive Investor,Kevin Bartley,,"FBL Marketing Services, LLC Jasper IN 1217 Wernsing Rd",kevin.bartley@fbfs.com,,Salesforce
11051979,Inactive Investor,Joseph Liddell,,J.P. Morgan Securities LLC Newnan GA 1175 Hwy 34 E,joseph.liddell@jpmorgan.com,,Salesforce
9590278,,Sanford Johnson,,,stgboss8858@gmail.com,,List import
11094386,Inactive Investor,Julissa Cabrera,,J.P. Morgan Securities LLC Bronx NY 2725 E Tremont Ave,julissa.cabrera@chase.com,,Salesforce
9584143,,Carol Robbins,,,carol.robbins@suntrust.com,,List import
10928945,Inactive Investor,Tia Chick,Financial Advisor,Edward Jones Southern Pines NC 165 Beverly Ln,tia.chick@edwardjones.com,,Salesforce
10854984,Inactive Investor,David Smith,Executive Vice President,"Bailard, Inc.",dsmith@bailard.com,,Salesforce
9601858,,Joseph sleep,,,joesleep01@gmail.com,,List import
10999017,Inactive Investor,Susan Kerr,Licensed Sales Assistant,LPL Financial LLC Tallahassee FL 304 E Tennessee St,susan.kerr@lpl.com,,Salesforce
10615277,,Robert Bronfman,Financial Advisor,,robert.bronfman@morganstanley.com,,List Import
11231283,Inactive Investor,Joshua Alexander,,"Raymond James Financial Services, Inc. Latham NY 11 Sunset Dr",joshua.alexander@raymondjames.com,,Salesforce
338159,,Timothy Suffish,Director,St. Germain Investment Management,tsuffish@stgermaininvestments.com,413-733-5111,Manual List Upload
10945667,Inactive Investor,Luis Cruz-Gonzalez,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,lcruz-gonzalez@primerica.com,,Salesforce
10871942,Inactive Investor,Louis Perraut,Financial Advisor,"Osaic Wealth, Inc. Southfield MI 28411 Northwestern Hwy",,,Salesforce
10864007,Inactive Investor,Fung-Tien Shia,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,fung-tien.shia@ubs.com,,Salesforce
37750,,Ryan Dunlap,"Compliance Section Manager, Senior Compliance Officer",The Huntington Investment Company,ryan.dunlap@huntington.com,800-543-7517,
10893551,Inactive Investor,Ronald Harper,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11236286,Inactive Investor,Ashish Shah,Private Wealth Advisor,Syon Capital LLC,ashah@syoncap.com,,Salesforce
10802271,Inactive Investor,Charles Cristin,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,charles.cristin@fidelity.com,,Salesforce
11135179,Inactive Investor,Michael Ho,,"Fifth Third Securities, Inc. North Myrtle Beach SC Private Residence",michael.ho@53.com,,Salesforce
11032917,Inactive Investor,Kevin Linn,,PFS Investments Inc. Mankato MN 1055 Madison Ave,kevin.linn@primerica.com,,Salesforce
9622613,,Bob Sweeney,,,jr54321@comcast.net,,List import
11130746,Inactive Investor,Jason Moreo,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,jason.moreo@jpmorgan.com,,Salesforce
10859345,Inactive Investor,Kevin Sincavage,Managing Partner,"Private Portfolio Partners, LLC",,,Salesforce
10852204,Inactive Investor,Scott Preston,Chief Compliance Officer;Managing Member;Owner;Principal,Preston Investments Kingman AZ 4345 Stockton Hill Rd,,,Salesforce
10976413,Inactive Investor,Stephanie Becker,Financial Representative,Park Avenue Securities LLC Cincinnati OH 419 Plum St,stephanie_becker@glic.com,,Salesforce
10722651,,Mingu Kang,,,kangmingu.ryan@gmail.com,,Web form fillout
10870489,Inactive Investor,Tyler Broek,Financial Advisor;Investment Advisor Representative,"Osaic Wealth, Inc. Miami FL 4400 Biscayne Blvd",,,Salesforce
11084014,Inactive Investor,Michael Barranco,Financial Advisor,Invista Advisors,,,Salesforce
9591895,,Kenneth Burke,,,kburke@highfallsadvisors.com,,List import
11067639,Inactive Investor,Ann Carda,Vice President - Investments,"Northland Securities, Inc.",acarda@northlandsecurities.com,,Salesforce
9542257,,Lucian Ciocan,,,lucian.ciocan@gmail.com,,List import
10980969,Inactive Investor,John Zhang,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer,WealthGap,,,Salesforce
10866875,Inactive Investor,Michael Levin,,"American Portfolios Financial Services, Inc. Jericho NY 500 N Broadway",mlevin@americanportfolios.com,,Salesforce
11133195,Inactive Investor,Ava Somogyi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10976138,Inactive Investor,Wesley Cyrus,Financial Advisor,"Principal Securities, Inc. Pryor OK 115 S Adair St",cyrus.wes@principal.com,,Salesforce
11071640,Inactive Investor,Robert Cain,,"Woodmen Financial Services, Inc.",321414@woodmen.org,,Salesforce
11087677,Inactive Investor,Ernest Benton,Financial Advisor,"Pruco Securities, LLC. Southport NC 1433 N Howe St",ernest.benton@prudential.com,,Salesforce
10618490,,Chirag Choksey,,,chirag.choksey@tiaa.org,,List Import
11034488,Inactive Investor,Tyler Porter,,NYLIFE Securities LLC Wichita KS 3411 N Webb Rd,tdporter@ft.newyorklife.com,,Salesforce
11104799,Inactive Investor,Michael Castiglia,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",michael.castiglia@equitable.com,,Salesforce
10957252,Inactive Investor,David Bucannon,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10943558,Inactive Investor,Amanda Cortes,,Morgan Stanley New York NY 1 New York Plz,amanda.cortes@morganstanley.com,,Salesforce
11086466,Inactive Investor,Jerrod Lynn,,NYLIFE Securities LLC Jonesboro AR 1000 S Caraway Rd,jlynn01@ft.newyorklife.com,,Salesforce
10931296,Inactive Investor,Rebecca Trachtenberg,,Cetera Advisor Networks LLC Myrtle Beach SC 9776 Kings Rd,,,Salesforce
10603093,,Daniel Heyman,,,daniel.heyman@gmail.com,,Web Form Fillout
11016939,Inactive Investor,Zachary Stere,Associate Financial Advisor;Paraplanner,"Ameriprise Financial Services, LLC Huntingdon PA 206 2nd St",zachary.d.stere@ampf.com,,Salesforce
11110746,Inactive Investor,Fernando Beyruti,Chairman;Director;Partner,Itau International Securities Inc.,fernando.beyruti@itauinternational.com,,Salesforce
10875141,Inactive Investor,Eric Pio,,"Larson Financial Securities, LLC Fort Wayne IN 7230 Engle Rd",eric.pio@larsonfinancial.com,,Salesforce
10596434,,Douglas Roberts,,,dougroberts@channelcapitalresearch.com,,Web Form Fillout
9587618,,Douglas Jackman,,,djackman@thomaswhite.com,,List import
1004318,Inactive Investor,Joseph Clemens,,Joseph Clemens,joseph.clemens@wisdomws.com,,3rd Party Lead Gen
11052415,Inactive Investor,Peter Shieh,Financial Advisor;Managing Director,Morgan Stanley Irvine CA 1901 Main St,peter.shieh@morganstanley.com,,Salesforce
10974311,Inactive Investor,Callista Pagett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10789001,Inactive Investor,Christopher Kern,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.kern@fidelity.com,,Salesforce
9614654,,jeannie lee,,,jeanie1119@gmail.com,,List import
374485,,Timothy Norton,Owner,Mcdonald Partners Llc,tim.norton@captrustaa.com,734-205-0955,Salesforce
10825230,Inactive Investor,Walter Rodiger,,"Equitable Advisors, LLC Westport CT 500 Post Rd E",,,Salesforce
9612159,,Deborah Koch,,,dk39@ntrs.com,,List import
11019265,Inactive Investor,Joseph Genco,,"Allstate Financial Services, LLC Lewiston NY 419 Center St",josephgenco@allstate.com,,Salesforce
11207554,Inactive Investor,Christopher Thurman,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10838729,Inactive Investor,John Meli,,"Capitol Securities Management, Inc. Rochester NY 706 East Ave",,,Salesforce
11171265,Inactive Investor,Marcy Rose,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",marcy.rose@ampf.com,,Salesforce
9610771,,Charles Demere,,,cdemere84@gmail.com,,List import
10945528,Inactive Investor,James Pretti,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,james.b.pretti@jpmorgan.com,,Salesforce
9588604,,Joseph Scavetti,CCO,"Bluescape Energy Partners, Llc",jscavetti@bluescapepartners.com,,List import
9641304,,Chrisopher Daniels,,,cdaniels@passerelle-partners.com,,List import
11066676,Inactive Investor,Michael Wallace,Investment Advisor Representative,Lincoln Investment Phoenix AZ 3101 N Central Ave,mwallace@lincolninvestment.com,,Salesforce
9583445,,ningman ye,,,xiufangye093@gmail.com,,List import
10883999,Inactive Investor,Thomas Sherbakoff,Financial Planner;Member;Partner;Regulatory Contact,"The Nalls Sherbakoff Group, LLC",,,Salesforce
9565337,,Geoffrey Biehn,,,gbiehn@tfadvisors.com,,List import
11052033,Inactive Investor,Andres Jimenez,Financial Advisor,Edward Jones Vancouver WA 910 NE Tenney Rd,andres.jimenez@edwardjones.com,,Salesforce
9627899,,Zisis Plachouras,,,meranos1964@gmail.com,,List import
11150267,Inactive Investor,Kevin Miller,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kevin_n_miller@vanguard.com,,Salesforce
1006078,Inactive Investor,Joseph bohemul bland,,TBD,josephbland72@gmail.com,7739934924,
10905811,Inactive Investor,Edward Schafer,,"Allstate Financial Services, LLC Littleton CO 8500 W Bowles Ave",edwardschafer@allstate.com,,Salesforce
10795508,Inactive Investor,Bryon Dangerfield,Advisor;Assistant Vice President,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
9625344,,Kim Sein,,,jay_ke@naver.com,,List import
9587782,,Paul Holbrook,,,pbholbrook@navpw.com,,List import
10755971,Inactive Investor,Mark Schulze,Financial Advisor,Morgan Stanley Baltimore MD 1201 Wills St,brad.schulze@morganstanley.com,,Salesforce
11204478,Inactive Investor,Kolin Hayes,Client Service Advisor;Lead Paraplanner,MOKAN Wealth Management,kolin@mokanwealth.com,,Salesforce
10779466,Inactive Investor,Linda Blanc,Financial Advisor,Edward Jones Knoxville TN 105 Hotel Rd,lindagay.blanc@edwardjones.com,,Salesforce
351790,,Gary Ghazarian,Managing Director,Kayne Anderson Capital Advisors Lp,gghazarian@kaynecapital.com,310-282-7900,Manual List Upload
9588769,,John Kinahan,,,kinahan@shaw.ca,,List import
9574681,,Jeffrey Hurst,,,hurst.jeffrey@principal.com,,List import
10787902,Inactive Investor,Victor Negron-Sotomayor,National Sales Director,PFS Investments Inc. Guaynabo Calle Romerillo,vnegron-sotomayor@primerica.com,,Salesforce
4436177,,Opopo Al,,,alena@gml.com,,Web Form Fillout
343526,,Conor Malloy,Vice President,"Liberty Hall Capital Partners, L.p.",cmalloy@libertyhallcapital.com,646-779-0442,Manual List Upload
10888018,Inactive Investor,Ever Onofre Gonzalez,,Fidelity Brokerage Services LLC,,,Salesforce
10817580,Inactive Investor,Drew Lyon,,"RBC Capital Markets, LLC Walnut Creek CA 1331 N California Blvd",drew.lyon@rbc.com,,Salesforce
11101923,Inactive Investor,Marc Torres,Wealth Advisor,J.P. Morgan Securities LLC New York NY 277 Park Ave,marc.w.torres@jpmorgan.com,,Salesforce
223484,,Christoph Donich,Partner,Poseidon International,christoph@donich.com,,
11158032,Inactive Investor,Nicole Marcotte,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10615457,,Renee Golush,"Financial Advisor, First Vice President",,renee.golush@morganstanley.com,,List Import
11210494,Inactive Investor,Richard Crean,Financial Advisor,LPL Financial LLC Upland CA 655 N Mountain Ave,richard.crean@lpl.com,,Salesforce
10743142,,Wayne Rice,,Wayne Rice,waynerrice@gmail.com,443 591-6329,Web Form Fillout
11261165,Inactive Investor,Allen Atkins,Chief Market Strategist;Senior Investment Advisor,"WT Wealth Management, LLC Flagstaff AZ 813 N Beaver St",aatkins@wtwealthmanagement.com,,Salesforce
11030716,Inactive Investor,Bryan Mckay,Registered Client Service Associate,"Raymond James & Associates, Inc. Tampa FL 100 N Tampa St",bryan.mckay@raymondjames.com,,Salesforce
11151373,Inactive Investor,Angelo Esposito,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,angelo.esposito@ubs.com,,Salesforce
9546929,,Nikki Frazier,,,nfrazier@centriconsulting.com,,List import
11126025,Inactive Investor,Daniel Cherrin,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Albuquerque NM 100 Sun Ave NE",daniel.cherrin@tiaa.org,,Salesforce
10604607,,Maureen Costello,Wealth Advisor,Buckingham Strategic Wealth,mcostello@buckinghamgroup.com,408-418-4236,List Import
9564535,,Tim Griffin,,,tim.griffin@ampf.com,,List import
10007402,,Jafar Yunusa,,,jafaryunusa159@gmail.com,,Web form fillout
11219224,,Brad Harris,,,brad.harris@lpl.com,,Other
10996531,Inactive Investor,Myles Mcmanus,Advisor;Senior Manager,Brighton Jones LLC Dallas TX 5956 Sherry Ln,myles.mcmanus@brightonjones.com,,Salesforce
372199,,Julio Quiñones Hernandez,,Julio QuiÃ±ones Hernandez,juliomjarster7@gmail.com,,Salesforce
10898389,Inactive Investor,Delano Jarrett,,Santander Securities LLC Brooklyn NY 301 Avenue U,delano.jarrett@santanderinvestments.com,,Salesforce
11136055,Inactive Investor,Richard Zajac,,Commonwealth Financial Network Exton PA 740 Springdale Dr,rzajac@commonwealth.com,,Salesforce
10776228,Inactive Investor,Jim Arnaout,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 2301 Rosecrans Ave",jim_arnaout@ml.com,,Salesforce
9545116,,Melissa Johnson,,,melissaj@ccdfi.com,,List import
245873,,Not Provided,"Editor Crypto, Tax, Accounting Bloomberg Tax/Bloomberg Law",Bloomberg Industry Group,djolly@bloombergtax.com,,Manual List Upload
10813791,Inactive Investor,Nicole Sams,Branch Manager;Senior Vice President,Morgan Stanley Irvine CA 1901 Main St,nicole.dickerson@morganstanley.com,,Salesforce
10871064,Inactive Investor,Erik Sjodin,,"Osaic Wealth, Inc. Anchorage AK 2525 Blueberry Rd",,,Salesforce
11163680,Inactive Investor,Naveed Heravi,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brookline MA 1319 Beacon St",naveed.heravi@ml.com,,Salesforce
11038593,Inactive Investor,Joseph Guerra,Financial Advisor,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",joseph.guerra@wellsfargo.com,,Salesforce
10963418,Inactive Investor,Alexandra Puzon,,"Wells Fargo Clearing Services, LLC Matthews NC 1401 Matthews Mint Hill Rd",,,Salesforce
9553171,,oh shen king,,,osk@vew.com,,List import
11042750,Inactive Investor,Ross Harter,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",ross.harter@bofa.com,,Salesforce
10918860,Inactive Investor,Neil Murphy,President,"NPM Consulting, LLC",nmurphy@npmconsulting.com,,Salesforce
10771780,Inactive Investor,Gabriel Lemons,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 12830 El Camino Real",gabriel.lemons@ml.com,,Salesforce
11013472,Inactive Investor,Pearl Duponte,,"Raymond James Financial Services, Inc. Honolulu HI 999 Bishop St",pearl.duponte@raymondjames.com,,Salesforce
11036705,Inactive Investor,Nicole Stotts Pugsley,Financial Advisor,Edward Jones Flower Mound TX 870 Long Prairie Rd,nicole.stotts@edwardjones.com,,Salesforce
10898857,Inactive Investor,Jon Russell,Senior Vice President - Investments,"Raymond James & Associates, Inc. Novi MI 27333 Meadowbrook Rd",jon.russell@raymondjames.com,,Salesforce
11193450,Inactive Investor,Patrick Brannam,Senior Vice President - Investments;Wealth Management Specialist,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",patrick.brannam@raymondjames.com,,Salesforce
9600160,,Martin Bicker,,,martin@waverleywealth.com,,List import
11136600,Inactive Investor,Michael Cartwright,,"Raymond James Financial Services, Inc. Chattanooga TN 6150 Shallowford Rd",michael.cartwright@raymondjames.com,,Salesforce
10418610,,Cassey Leon,,,kcleon206@gmail.com,,Web Form Fillout
10991147,Inactive Investor,Fior White,,J.P. Morgan Securities LLC Cocoa FL 505 Brevard Ave,fior.white@jpmorgan.com,,Salesforce
9582286,,Richard Smith,,,richard.h.smith@suntrust.com,,List import
9588734,,Mohammed mohammed Awwal,,,awwamoha@gmail.com,,List import
121572,,Justin Gassett,Planning Consultant,Fidelity Personal and Workplace Advisors,justin.gassett@fidelity.com,,
10614975,,Noel Muniz,"Financial Advisor, Vice President",,noel.muniz@morganstanley.com,,List Import
10927893,Inactive Investor,Rachel Corpuz,,"Osaic Institutions, Inc. Denver CO 3890 Quebec St",,,Salesforce
10906863,Inactive Investor,Keith Sano,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,keith.sano@fidelity.com,,Salesforce
9541933,,T Mathieu,,,mstmathieu@aol.com,,List import
10823856,Inactive Investor,Nathaniel Lloyd,Client Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,nathaniel.lloyd@jpmorgan.com,,Salesforce
10832406,Inactive Investor,Sara Whitley,,"Raymond James & Associates, Inc. Charleston SC 360 Concord St",sara.whitley@raymondjames.com,,Salesforce
10648431,,Warren Coulson,,,warren.coulson@fmr.com,,List Import
218359,,Scott Bohlman,,[Unknown],bohlman.scott@comcast.net,,
11149829,Inactive Investor,Molly O'Connor,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,molly_oconnor@glic.com,,Salesforce
11087192,Inactive Investor,Rebecca Ivester,,LPL Financial LLC,rebecca.ivester@lpl.com,,Salesforce
11190372,Inactive Investor,Matthew Johnson,Financial Associate,Thrivent Investment Management Inc. Brookings SD 601 4th St,matt.johnson@thrivent.com,,Salesforce
11153731,Inactive Investor,Marne Garcia,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9595061,,Elizabeth Genter,,,ehgenter@schenleycapital.com,,List import
10899199,Inactive Investor,Joshua Womack,Chief Compliance Officer;Investment Manager;Principal,Womack Financial LLC,josh@womackfinancial.com,,Salesforce
11099983,Inactive Investor,Anthony Orphanos,Chief Compliance Officer;Managing Member,Blacksmith Advisors LLC,,,Salesforce
11071141,Inactive Investor,Kelly Garcia,,J.P. Morgan Securities LLC Pasadena CA 675 N Fair Oaks Ave,kelly.garcia@jpmorgan.com,,Salesforce
10949214,Inactive Investor,Jennifer Vance,,Country Capital Management Company Bloomington IL PO Box 2222,jennifer.vance@countryfinancial.com,,Salesforce
10761575,Inactive Investor,Maureen Gallihugh,Managing Director,Davenport & Company LLC,mgallihugh@investdavenport.com,,Salesforce
11013500,Inactive Investor,Mark Hill,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
11220039,,Anthony Roth,,,aroth@mandtbank.com,,Other
10814444,Inactive Investor,Bjorn Andersen,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",bjorn.andersen@raymondjames.com,,Salesforce
10830852,Inactive Investor,Edward Henrichs,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",edward.henrichs@raymondjames.com,,Salesforce
117328,,Zachary Leighton,,"Citizens Securities, Inc.",zachary.a.leighton@citizenssecurities.com,,
9574671,,Justin Tsang,,,tsang.justin@gmail.com,,List import
10869453,Inactive Investor,Mark Francis,,J.P. Morgan Securities LLC Brooklyn NY 225 Havemeyer St,mark.x.francis@chase.com,,Salesforce
11046982,Inactive Investor,Sabina Lewis,Financial Planner;Founder,Avant-Garde Wealth,sabina@a-gwealth.com,,Salesforce
11050517,Inactive Investor,Ronald Kates,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,ronald.kates@primerica.com,,Salesforce
10910003,Inactive Investor,Orlando Nunes,,"Farmers Financial Solutions, LLC Santa Clara CA 1246 Homestead Rd",onunes@farmersagent.com,,Salesforce
10933233,Inactive Investor,Susan Harkin,Financial Advisor;Investment Executive,"Osaic Institutions, Inc. Randolph MA 67 N Main St",susan.harkin@osaicinstitutions.com,,Salesforce
10844373,Inactive Investor,Matthew Geiseman,Financial Advisor,Edward Jones Bennington NE 15821 C W Hadan Dr,matt.geiseman@edwardjones.com,,Salesforce
11169617,Inactive Investor,Wesley Edwards,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,wesley.edwards@fidelity.com,,Salesforce
10826526,Inactive Investor,Victor Fugarov,,"Vanderbilt Securities, LLC Brooklyn NY 1101 Avenue U",vfugarov@vanderbiltsecurities.com,,Salesforce
10917050,Inactive Investor,Glenn Wake,,"Osaic Wealth, Inc. Grand Prairie TX 1000 Post N Paddock St",,,Salesforce
9579131,,Lawrence Kurtz,,,lawrence.kurtz@opco.com,,List import
10786793,Inactive Investor,James Ryan,Managing Director,J.P. Morgan Securities LLC Carle Place NY 267 Old Country Rd,james.j.ryan@jpmorgan.com,,Salesforce
10843469,Inactive Investor,Michael Dollarhide,Chief Compliance Officer;Chief Executive Officer;Co-Founder,Longbow Asset Management,jakedollarhide@lbamc.com,,Salesforce
10928127,Inactive Investor,Darryl Cermak-Serfass,Investment Advisor Representative,"Independent Advisor Alliance, LLC Denver NC Private Residence",darryl@independentadvisoralliance.com,,Salesforce
11260631,Inactive Investor,Lawrence Yi,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,,,Salesforce
10923135,Inactive Investor,Diana Asatryan,,Goldman Sachs & Co.,,,Salesforce
10616225,,Bradley Angeletti,,,bangeletti@rwbaird.com,,List Import
10934252,Inactive Investor,John Lepage,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",john.lepage@usbank.com,,Salesforce
10917564,Inactive Investor,Joseph Braut,Financial Advisor,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",joseph.braut@prudential.com,,Salesforce
10644886,,Matthew Anderson,,,matthew.anderson@usbank.com,,List Import
10912641,Inactive Investor,Heath Smargiasso,,"ValMark Securities, Inc.",,,Salesforce
10874319,Inactive Investor,Christopher Thomas,,"Cambridge Investment Research, Inc. Wilmington NC 3945B Market St",,,Salesforce
9637568,,Craig Smith,,,csmith@tiedemannadvisors.com,,List import
9552630,,Ronak Gandhi,,,rgandhi@sorobancap.com,,List import
10884869,Inactive Investor,Chad Masters,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9572038,,Matthew Prince,,,mprince@kanestreetcapital.com,,List import
10658528,,Dylan Carden,,,dcarden@williamblair.com,,List Import
11009604,Inactive Investor,Costin Popescu,,PFS Investments Inc. Lakewood OH 14900 Detroit Ave,cpopescu@primerica.com,,Salesforce
10489306,,Jason Hoofnagle,"Investment Officer, Senior Vice President","Wells Fargo Advisors Financial Network, LLC Plano TX 5560 Tennyson Pkwy",jason.hoofnagle@wellsfargoadvisors.com,,List Import
11233129,Inactive Investor,Jean-Louis Cenat,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10922982,Inactive Investor,Joseph Cortese,Partner;Wealth Manager,Creative Planning Westport CT Private Residence,cortese@thinkingbeyond.com,,Salesforce
10960751,Inactive Investor,David Hogen,Financial Professional;Financial Services Professional,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",dhogen@financialguide.com,,Salesforce
11205395,Inactive Investor,Jeffrey Roman,Area Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",jeffrey.roman@wellsfargoadvisors.com,,Salesforce
11233454,Inactive Investor,Andrew Norton,,"Osaic FA, Inc. Exton PA 805 Springdale Dr",andrew.norton@lfg.com,,Salesforce
11117056,Inactive Investor,Kara Museler,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Providence RI 500 Exchange St,kara.museler@ubs.com,,Salesforce
10890655,Inactive Investor,Caroline Griffiths,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",caroline.griffiths@ml.com,,Salesforce
9560247,,Nick Schteringard,,,schteringard@forklog.com,,List import
11217366,,Kyle Swaim,,,kswaim@commonwealth.com,,Other
11032486,Inactive Investor,Kerry Shkor,,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",,,Salesforce
10841315,Inactive Investor,Ritu Bhatia,Premier Banker,"Wells Fargo Clearing Services, LLC Cupertino CA 23000 Homestead Rd",ritu.bhatia@wellsfargoadvisors.com,,Salesforce
10885731,Inactive Investor,Jessica Demler,Principal;Regulatory Contact,Oxler Private Wealth New York NY 3 Columbus Cir,jessica@oxlerpw.com,,Salesforce
10786549,Inactive Investor,Kenneth Nott,Financial Advisor,Commonwealth Financial Network Hallowell ME 19 Central St,knott@commonwealth.com,,Salesforce
9647687,,Danielle Sommerville,,,dnkay4@gmail.com,,List import
185998,,Lambert Moiroux,,[Unknown],lambertmoiroux@gmail.com,,Organic Search
9613775,,Carey guy,,,dividebyzero@hotmail.com,,List import
11061483,Inactive Investor,Phillip Giese,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11120121,Inactive Investor,Elizabeth Sanchez,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,,,Salesforce
10991005,Inactive Investor,Vincent Byers,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",vince.byers@nm.com,,Salesforce
10855807,Inactive Investor,Brian Yacks,,"Southeast Investments, N.C., Inc.",,,Salesforce
10999919,Inactive Investor,Richard Van Wert,,"Allstate Financial Services, LLC Dixon CA 1450 Ary Ln",richardvanwert@allstate.com,,Salesforce
10662115,,Jon Henderson,,,jhenderson@atlantictrust.com,,List Import
10776187,Inactive Investor,Aurea Sanchez,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",aurea.sanchez@schwab.com,,Salesforce
10903900,Inactive Investor,Colleen Schuler,,LPL Financial LLC Glen Burnie MD 910 Cromwell Park Dr,colleen.schuler@lpl.com,,Salesforce
10942334,Inactive Investor,William Fessler,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10901911,Inactive Investor,Deborah Goodrich,Administration;Managing Member,"Goodrich Financial Group, LLC",deborah@goodrichfg.com,,Salesforce
10823873,Inactive Investor,Valerie Fitzsimonds,,Momentum Independent Network Inc. Seattle WA Private Residence,valerie.fitzsimonds@momentumin.com,,Salesforce
10921947,Inactive Investor,Aidra Recker,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,aidra.ruckman@primerica.com,,Salesforce
11157726,Inactive Investor,Brandon Buckingham,,"Prudential Annuities Distributors, Inc",brandon.buckingham@prudential.com,,Salesforce
9557501,,John Buchanan,,,john.buchanan@suntrust.com,,List import
11028014,Inactive Investor,Sean Harlan,,J.P. Morgan Securities LLC Charleston SC 177 Meeting St,sean.harlan@chase.com,,Salesforce
11078486,Inactive Investor,Joe Doggett,,Money Concepts Capital Corp,jdoggett@moneyconcepts.com,,Salesforce
10996420,Inactive Investor,Deshad Koralagamage Don,,J.P. Morgan Securities LLC Staten Island NY 2640 Hylan Blvd,deshad.koralagamage-don@jpmorgan.com,,Salesforce
11089857,Inactive Investor,Emma Lee,,"Farmers Financial Solutions, LLC Pasadena CA 501 S Marengo Ave",elee2@farmersagent.com,,Salesforce
10901008,Inactive Investor,Maura Walter,Private Client Advisor,Key Investment Services LLC,maura_m_montana@kisinvestments.com,,Salesforce
10960378,Inactive Investor,Dante Moncrieffe,Financial Consultant,"Charles Schwab & Co., Inc. Annapolis MD 1901 Towne Centre Blvd",,,Salesforce
11058494,Inactive Investor,Isabel Munguia,,State Farm VP Management Corp. Denver CO 4155 E Jewell Ave,,,Salesforce
10828458,Inactive Investor,Victoria Trumbower,Managing Member,Trumbower Financial Advisors LLC,,,Salesforce
11105934,Inactive Investor,Claire Hart,Financial Advisor,"National Wealth Management Group, LLC Pompano Beach FL 4171 W Hillsboro Blvd",,,Salesforce
39298,,Joshua Bach,Advisor,"MML Investors Services, LLC",joshuabach@financialguide.com,701-232-3888,
122749,,James Ward,"Managing Director, Partner","Beacon Pointe Advisors, Llc",jward@bpadvisors.com,(866) 449-4766,
11035451,Inactive Investor,Mileth Chriselle Miguel,,PFS Investments Inc. Los Alamitos CA 4431 Corporate Center Dr,mileth.miguel@primerica.com,,Salesforce
11199995,Inactive Investor,Brooks Larson,Chief Compliance Officer;Owner,Brooks Larson Wealth Management Savage MN Private Residence,brooks@brookslarson.com,,Salesforce
11175849,Inactive Investor,Mary-Claire Meehan,,NYLIFE Securities LLC Deerfield IL 1650 Lake Cook Rd,mcmeehan@ft.newyorklife.com,,Salesforce
11186373,Inactive Investor,Jonathan Blakelock,Financial Advisor,LPL Financial LLC Kingwood TX 2316 Timber Shadows Dr,jonathan.blakelock@lpl.com,,Salesforce
118126,,Sharon Burchett,,"Dempsey Lord Smith, LLC",sharon.burchett@dempseyi.com,706-625-9756,
11018586,Inactive Investor,Rhonda Allen,,PFS Investments Inc. Madison WI 2916 Syene Rd,rhonda.allen@primerica.com,,Salesforce
10903419,Inactive Investor,Herbert Frank,,"LaSalle St Securities, L.L.C. Fort Wayne IN 14417 W State Road 14",hfrank@lasallest.com,,Salesforce
9623157,,Amar mahfud,,,mahfudamar36@gmail.com,,List import
10648383,,Samuel Tenney,,,sam@fidelis-wealth.com,,List import
10974615,Inactive Investor,Kelsey Vaughan,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",kelsey.vaughan@tdameritrade.com,,Salesforce
10946369,Inactive Investor,Rodney Andrae,Investment Advisor;Managing Member,Andrae Financial Services LLC,,,Salesforce
11144005,Inactive Investor,Anthony Citriniti,,Maxim Group LLC Miami Beach FL 555 Washington Ave,acitriniti@maximgrp.com,,Salesforce
10761113,Inactive Investor,Teresa Clasby,Sales Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,,,Salesforce
10902466,Inactive Investor,Craig Jones,,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
10767111,Inactive Investor,Robert Scarbrough,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,mscarbrough@rockco.com,,Salesforce
10997888,Inactive Investor,Garrett Mayhart,,"MML Investors Services, LLC Newark DE 111 Continental Dr",,,Salesforce
9596470,,Wesley Gray,,,wes@empiritrage.com,,List import
10905258,Inactive Investor,Michael Skryz,,"Hornor, Townsend & Kent, LLC Attleboro MA Private Residence",mskryz@htk.com,,Salesforce
10880008,Inactive Investor,Pedro Ramirez,Senior Wealth Manager,Belpointe Asset Management LLC Greenwich CT 255 Glenville Rd,pedro.ramirez@belpointe.com,,Salesforce
10854280,Inactive Investor,Tiffany Liggon,,"Truist Investment Services, Inc. Manassas VA 8650 Centreville Rd",tiffany.o.liggon@truist.com,,Salesforce
11005205,Inactive Investor,Kerstin Gordon,Financial Advisor;Financial Advisor Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
9574261,,Anthony Hicks,,,abhicks07@gmail.com,,List import
10884739,Inactive Investor,Gregory Fink,Senior Wealth Advisor,"Gratus Capital, LLC",gfink@gratuscapital.com,,Salesforce
10950261,Inactive Investor,Timothy Scholl,Financial Advisor,"Northwestern Mutual Investment Services, LLC Jacksonville FL 4345 Southpoint Blvd",p.scholl@nm.com,,Salesforce
10970908,Inactive Investor,Erin O'Brien,Financial Consultant,"Charles Schwab & Co., Inc. Chestnut Hill MA 1262 Boylston St",,,Salesforce
10935203,Inactive Investor,Ramona Malec,,"Geneos Wealth Management, Inc. Santa Fe NM 2019 Galisteo St",,,Salesforce
11011225,Inactive Investor,Tammy Douthit,,Country Capital Management Company Effingham IL 2313B Hoffman Dr,tammy.douthit@countryfinancial.com,,Salesforce
11210584,Inactive Investor,Aaron Yen,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,,,Salesforce
10644220,,Shaun Perini,,,shaun.perini@nuveen.com,,List Import
11231699,Inactive Investor,Gavin Mclarty,Client Assistant,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,gmclarty@rwbaird.com,,Salesforce
11042482,Inactive Investor,Haylie Lo,,J.P. Morgan Securities LLC Minneapolis MN 7000 France Ave S,haylie.lo@jpmorgan.com,,Salesforce
10895602,Inactive Investor,Corey Skahill,Financial Advisor,Edward Jones Fredericksburg TX 101 E Hwy St,corey.skahill@edwardjones.com,,Salesforce
44253,,Sumanta Biswas,"Vice President, Portfolio Manager","Polaris Capital Management, Llc",sbiswas@polariscapital.com,617-951-1365,Manual List Upload
11037297,Inactive Investor,George Siderias,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,george_siderias@glic.com,,Salesforce
9576672,,Charles Stack,,,charles.stack@gmail.com,,List import
11209494,Inactive Investor,Tavaris Gomez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11011666,Inactive Investor,Megan Landon,,UBS Financial Services Inc. Wayzata MN 681 Lake St E,megan.landon@ubs.com,,Salesforce
232870,,Justin marshall -,,Justin marshall [[Unknown]],justinmarshall3636@gmail.com,,Direct
10796726,Inactive Investor,Richard Saperstein,,"HighTower Securities, LLC New York NY 505 5th Ave",rsaperstein@hightoweradvisors.com,,Salesforce
11145286,Inactive Investor,Michael Dimmel,Financial Advisor;Senior Vice President,Morgan Stanley Dallas TX 2121 N Pearl St,mike.dimmel@morganstanley.com,,Salesforce
10646178,,Karen Reidy,,,kreidy@ap-am.com,,List Import
10782669,Inactive Investor,Nicholas Bennice,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11032653,Inactive Investor,Carl Bronkema,,"Farmers Financial Solutions, LLC Lakewood WA 10828 Gravelly Lake Dr SW",cbronkema@farmersagent.com,,Salesforce
62471,,Ben Padilla,,United States,bennypadilla@ymail.com,,
10832030,Inactive Investor,Timothy Mickey,Vice President,Aviso Wealth Management Doylestown PA 252 W Swamp Rd,tmickey@avisofinancial.com,,Salesforce
9640501,,Kyle Curran,,,kyle62383@yahoo.com,,List import
10615732,,John Reilly,,,reillyj@stifel.com,,List Import
10962407,Inactive Investor,Denise Lo,Wealth Relationship Manager,HSBC Securities (USA) Inc. Fremont CA 39410 Fremont Blvd,,,Salesforce
10907293,Inactive Investor,Michael Youngerman,Supervisor,Commonwealth Financial Network San Diego CA 600 W Broadway,myoungerman@commonwealth.com,,Salesforce
11037178,Inactive Investor,Paxten Sester,,J.P. Morgan Securities LLC Loveland CO 1905 W Eisenhower Blvd,paxten.sester@jpmorgan.com,,Salesforce
11081344,Inactive Investor,Anthony Puglia,,"Cadaret, Grant & Co., Inc.",apuglia@cadaretgrant.com,,Salesforce
9617680,,Junaid Zubair,,,jz@jeereddi.com,,List import
10661358,,Michael Goldenberg,,,michael.goldenberg@ceterafs.com,,List Import
10887482,Inactive Investor,Julie Williams,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,julie.williams.rv5l@statefarm.com,,Salesforce
11220834,,Melanie Peche,,,mpeche@altacapital.com,,List Import
11191254,Inactive Investor,Nathan Krampe,Chief Compliance Officer;Founder;President;Wealth Advisor,Lions Wealth Management Saint Louis Park MN 1600 Utica Ave S,nathan@lionswealth.com,,Salesforce
11164114,Inactive Investor,Shaylyn Sullivan,Registered Wealth Management Associate,Morgan Stanley Boston MA 28 State St,,,Salesforce
9589633,,Ryan Lepene,,,rlepene@peppertreecapital.com,,List import
10884150,Inactive Investor,Philip Hinrichs,,"FBL Marketing Services, LLC Holdrege NE 411 Grant St",philip.hinrichs@fblfinancial.com,,Salesforce
9543572,,Christopher Fenimore,,,christopher.fenimore@thrivent.com,,List import
10996260,Inactive Investor,Noah Gonzales,Financial Advisor,LPL Financial LLC Aurora CO 1450 S Havana St,noah.gonzales@lpl.com,,Salesforce
10853751,Inactive Investor,Edward Tredennick,General Counsel;Vice President,"Doliver Advisors, L.P.",ttredennick@doliveradvisors.com,,Salesforce
11104126,Inactive Investor,Monica Dubin,,"Wells Fargo Clearing Services, LLC San Dimas CA 925 W Arrow Hwy",monica.r.dubin@wellsfargo.com,,Salesforce
10879850,Inactive Investor,Artur Studzinski,,Citigroup Global Markets Inc.,,,Salesforce
11099700,Inactive Investor,April Murdaugh,Chief Compliance Officer;Chief Executive Officer;Financial Professional,Woman To Woman Financial,april@womantowomanfinancial.com,,Salesforce
10613661,,William Edelson,Financial Advisor,,wedelson@barnumfg.com,,List Import
11157099,Inactive Investor,Ilya Lutskiy,,"U.S. Bancorp Investments, Inc. Minneapolis MN 4930 34th Ave S",,,Salesforce
11067529,Inactive Investor,Davis Mccall,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,davis.mccall@fmr.com,,Salesforce
11081387,Inactive Investor,Daniel Gardner,,"Osaic Wealth, Inc. Andover MN 13507 Jefferson St NE",,,Salesforce
10842432,Inactive Investor,Jonathan Lewis,,"Parkland Securities, LLC Opelousas LA 9384 Hwy 182",jlewis@parklandrep.com,,Salesforce
11168446,Inactive Investor,Frederick Jackson,Branch Manager;Executive Director,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",frederick.jackson@wellsfargoadvisors.com,,Salesforce
11021461,Inactive Investor,A Herbert Nelson,,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,skip.nelson@thrivent.com,,Salesforce
9589460,,Andrew Popenfoose,,,apopenfoose@sym.com,,List Import
11188074,Inactive Investor,Alan Shankman,,"Wilson-Davis & Co., Inc.",ashankman@wdco.com,,Salesforce
11178393,Inactive Investor,Angel Morales,,J.P. Morgan Securities LLC Merritt Island FL 760 E Merritt Island Cswy,angel.a.morales@chase.com,,Salesforce
11118661,Inactive Investor,Eric Dudik,,LPL Financial LLC Indianapolis IN 10072 Graceful Landing Dr,eric.dudik@lpl.com,,Salesforce
11115429,Inactive Investor,Lawrence Foster,Financial Advisor,LPL Financial LLC Dallas TX 15660 Dallas Pkwy,alix.foster@edwardjones.com,,Salesforce
10812329,Inactive Investor,Homayoun Nekoorad,,The O.N. Equity Sales Company Englewood CO 8400 E Prentice Ave,,,Salesforce
10817009,Inactive Investor,Carmela Nocerino,,"Raymond James Financial Services, Inc. Basking Ridge NJ 222 Mountain Rd",carmela.nocerino@raymondjames.com,,Salesforce
10936058,Inactive Investor,Manuel Alicea,,"IFP Securities, LLC Tampa FL 4102 W Linebaugh Ave",manuel.alicea@ifpartners.com,,Salesforce
10789727,Inactive Investor,Robert Fradette,,"Osaic Institutions, Inc. Mystic CT 2 Water St",rfradette@infinexgroup.com,,Salesforce
10928397,Inactive Investor,Howard Englehart,,"Osaic Wealth, Inc.",,,Salesforce
11233966,Inactive Investor,Niko Nordstrom,,Mutual of America Securities LLC Linthicum Heights MD 1306 Concourse Dr,,,Salesforce
189858,,Jim McWethy,,[Unknown],jim.mcwethy@fmr.com,,Organic Search
10894501,Inactive Investor,Walter Granruth,,"NewEdge Securities, Inc. Stamford CT 2200 Atlantic St",,,Salesforce
9615476,,Matt Vodola,,,mvodola@gmail.com,,List import
9611980,,Nicole Durio,,,nicole.durio@madisonbrothers.com,,List import
10613612,,Rose Cosio-Vazquez,"Financial Advisor, Senior Vice President",,rose.cosiovazquez@ubs.com,,List Import
10781572,Inactive Investor,Jeanine Clifford,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,jeanine.allen@morganstanley.com,,Salesforce
10885500,Inactive Investor,Julie Christman,Partner;Senior Financial Consultant,"Charles Schwab & Co., Inc. Princeton NJ 132 Nassau St",julie.namura@schwab.com,,Salesforce
11084032,Inactive Investor,Christopher Loveless,President;Principal,"O'Shaughnessy Asset Management, LLC Stamford CT 100 1st Stamford Pl",chris.loveless@osam.com,,Salesforce
10754264,Inactive Investor,David Villafuerte,Financial Advisor;Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Colorado Springs CO 560 Garden of the Gods Rd",david.villafuerte@wellsfargo.com,,Salesforce
9604827,,Mohammed Alghamdi,,,mohammedbinsaed@gmail.com,,List import
10806834,Inactive Investor,Timothy Cappadona,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",timothy.cappadona@ml.com,,Salesforce
11150214,Inactive Investor,James Skinner,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,jim.skinner@ubs.com,,Salesforce
11130894,Inactive Investor,Thomas Portz,Chief Compliance Officer;Chief Executive Officer,Sterling Capital Management Inc Waukesha WI 1801 Jennifer Ln,,,Salesforce
10838701,Inactive Investor,Gail Mackler-Carlino,,"Prospera Financial Services, Inc. Northfield NJ 1202 Tilton Rd",gail.macklercarlino@wfafinet.com,,Salesforce
11030104,Inactive Investor,Richard Romero,,PFS Investments Inc. San Marcos TX 174 S Guadalupe St,richardlouis.romero@primerica.com,,Salesforce
232564,, -,,[[Unknown]],roba@maytrucking.com,,Organic Search
10839106,Inactive Investor,Robert Greenman,Chief Growth Officer,"Vista Capital Partners, Inc.",rob@vistacp.com,,Salesforce
10811902,Inactive Investor,Darlene Hybels,Senior Vice President - Investments,"Raymond James & Associates, Inc. Kalamazoo MI 125 S Kalamazoo Mall",darlene.hybels@raymondjames.com,,Salesforce
10812162,Inactive Investor,Todd Temple,Financial Advisor,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",todd.temple@nm.com,,Salesforce
10836834,Inactive Investor,Johanna Rizo-Noales,Investment Associate,"RBC Capital Markets, LLC Miami FL 801 Brickell Ave",johanna.noales@rbc.com,,Salesforce
11197630,Inactive Investor,Louis Barberini,Chief Compliance Officer;Managing Member,"Tre Api Wealth Management, LLC",,,Salesforce
10647785,,Jennifer Schuette,,,jpattavina@geneoswealth.com,,List import
11006991,Inactive Investor,Linley Fullowan,,"Osaic FA, Inc. Wayne PA 150 Radnor Street Rd",linley.martin@lfg.com,,Salesforce
10950446,Inactive Investor,Paul Ramsey,Financial Advisor,Robert W. Baird & Co. Incorporated Cookeville TN 901 Neal St,pramseyjr@rwbaird.com,,Salesforce
10781327,Inactive Investor,Jonathan Schaechter,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11098064,Inactive Investor,Kirk Walker,Investment Advisor Representative;Wealth Manager,"Strategic Financial Concepts, LLC San Antonio TX 901 NE Loop 410",kwalker@sfcria.com,,Salesforce
10809038,Inactive Investor,Naysan Vahdat,,Morgan Stanley Irvine CA 1901 Main St,naysan.vahdat@morganstanley.com,,Salesforce
10780053,Inactive Investor,Dawn Urbanovsky,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,dawn.neal@fidelity.com,,Salesforce
10848809,Inactive Investor,Jeremy Joiner,Chief Compliance Officer;Senior Wealth Advisor;Vice President,"Strategic Advisory Services, L.L.C.",jeremy@sasoffice.com,,Salesforce
11042761,Inactive Investor,Matthew Vaughan,,"Capital Investment Brokerage, Inc. Rocky Mount NC 862 Country Club Rd",mvaughan@capital-invest.com,,Salesforce
11216801,,Brian Therien,,,brian.therien@edwardjones.com,,List Import
10832357,Inactive Investor,Richard Bruce,,LPL Financial LLC Sagamore Beach MA Private Residence,richard.bruce@lpl.com,,Salesforce
9592746,,Christopher Mahon,,,christophermahon135@gmail.com,,List import
10772582,Inactive Investor,Edgar Roberts,Investment Advisor Representative,"Equity Services, Inc. Winston Salem NC 511 Shepherd St",roberts_edgar@nlvmail.com,,Salesforce
10919172,Inactive Investor,Nicholas Varriale,Financial Advisor,Edward Jones Fruitland ID 1112 Vermont St,nick.varriale@edwardjones.com,,Salesforce
11088824,Inactive Investor,Keith Bock,Senior Vice President - Investments,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",keith.bock@raymondjames.com,,Salesforce
10813224,Inactive Investor,Samuel Whitling,Financial Advisor,Edward Jones Brookville PA 173 Main St,sam.whitling@edwardjones.com,,Salesforce
11066363,Inactive Investor,Jeffrey Reiss,Complex Manager;Managing Director,Morgan Stanley Garden City NY 1200 Franklin Ave,jeffrey.reiss@morganstanley.com,,Salesforce
10758528,Inactive Investor,Erman Frazier,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",frank_frazier@ml.com,,Salesforce
11184411,Inactive Investor,Tracy Lanier,,PFS Investments Inc. Saint Ann MO 500 NW Plaza Dr,tracydlanier@primerica.com,,Salesforce
10820077,Inactive Investor,Kevin Nashbar,,"Raymond James & Associates, Inc.",kevin.nashbar@raymondjames.com,,Salesforce
9602593,,seong won sohn,,,wonpwonp@gmail.com,,List import
11195107,Inactive Investor,Madeleine Stewart,Financial Advisor,"RBC Capital Markets, LLC Long Beach CA Private Residence",madeleine.stewart@rbc.com,,Salesforce
11140647,Inactive Investor,Jeff Burgess,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 5128 Apache Plume Rd",j.burgess@ml.com,,Salesforce
9623179,,Harsha vardhan,,,harshatadikamalla@gmail.com,,List import
11001687,Inactive Investor,Katie Sanford,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,,,Salesforce
11181122,Inactive Investor,Douglas Rose,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,douglas.rose@jpmorgan.com,,Salesforce
350840,,Drew Vonehrenkrook,Client Experience Team Member,The Perspective Group,drew.vonehrenkrook@lpl.com,785-749-1881,Manual List Upload
189145,,George Gogas,,[Unknown],george.gogas1967@gmail.com,,source
9557815,,Thomas rutherford,,,trutherford@lbarealty.com,,List import
11129759,Inactive Investor,Kyle Palmer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,kyle_palmer@vanguard.com,,Salesforce
10916864,Inactive Investor,Brady Huston,Financial Advisor,Edward Jones Breckenridge TX 1608 W Walker St,brady.huston@edwardjones.com,,Salesforce
11200732,Inactive Investor,Derek Van Otten,,PFS Investments Inc. West Jordan UT 9067 S 1300 W,derek.vanotten@primerica.com,,Salesforce
11102322,Inactive Investor,Stephanie Williams,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",stephanie_k.williams@ml.com,,Salesforce
9585517,,Lisa Chun,,,lchun@miopartners.com,,List import
10870364,Inactive Investor,Kelly Cooper,Director - Finance;Director - Human Resources;Director - Operations,210 Financial Morton IL 110 N Main St,,,Salesforce
4969,,Lawrence Lau,,Self,llau138@yahoo.com,4083685394,Organic Search
11064458,Inactive Investor,Dragos Ilie,,LPL Financial LLC Winthrop MA Private Residence,dragos.ilie@lpl.com,,Salesforce
10923703,Inactive Investor,Madison Thor Uy,Paraplanner,"Ameriprise Financial Services, LLC Saint Paul MN 715 Old Hwy 8 NW",madison.thor@ampf.com,,Salesforce
9643178,,Youngsoo Rhee,,,edmontonian02@gmail.com,,List import
11100009,Inactive Investor,Edward Daigneau,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",ejd@myampny.com,,Salesforce
10932835,Inactive Investor,Sharon Bhowanidin,,"Raymond James Financial Services, Inc. Winter Park FL 1560 Orange Ave",sharon.bhowanidin@raymondjames.com,,Salesforce
11017627,Inactive Investor,James Vanberkum,,"Principal Securities, Inc. West Des Moines IA 4201 Westown Pkwy",,,Salesforce
10616573,,Michael Walschot,,,michael.walschot@lpl.com,,List Import
9636731,,Junfeng Wei,,,junfeng.wei@fosun.com,,List import
9582295,,Linda Black,,,lblack@lifemark.com,,List import
11219557,,Howard Bos,,,hbos@richmondcap.com,,Other
9590288,,Ellen Carr,,,ecarr@wcbarksdale.com,,List import
3020623,,Karen Barber,,,kphillips@above-beyondllc.com,,
9627136,,Abdul Jabbar,,,abduljabbar71@ee.ceme.edu.pk,,List import
11147338,Inactive Investor,Mariecris Lim,,LPL Financial LLC San Diego CA 4707 Executive Dr,mariecris.lim@lpl.com,,Salesforce
10815562,Inactive Investor,Matthew Mrazik,Associate Director;Relationship Manager,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,matthew.mrazik@ubs.com,,Salesforce
10992393,Inactive Investor,Devin Butbul,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,dbutbul@ft.newyorklife.com,,Salesforce
11029498,Inactive Investor,Nathan Foret,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New Orleans LA 1100 Poydras St",nforet@ampf.com,,Salesforce
11053613,Inactive Investor,Carla Beck,Financial Advisor,Edward Jones Chester NH 4 Haverhill Rd,carla.beck@edwardjones.com,,Salesforce
11089553,Inactive Investor,Jack Parker,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",jack.w.parker@ml.com,,Salesforce
9639115,,Dana Lamenza,,,dana@grable.org,,List import
10806272,Inactive Investor,David Munn,Financial Advisor,LPL Financial LLC Pittsford NY 30 Grove St,david.munn@lpl.com,,Salesforce
5252052,,William Callahan,,,william.callahan987@gmail.com,,Web Form Fillout
11055595,Inactive Investor,Danielle Holmes,Financial Planner;Investment Advisor,Commonwealth Financial Network Amesbury MA 108 Main St,dholmes@commonwealth.com,,Salesforce
9586384,,Bradley Burnham,Investment Advisor,Fisher Investments,b.burnham@fi.com,,List import
11190431,Inactive Investor,Michael Kman,Associate Vice President;Financial Advisor,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,michael.kman@morganstanley.com,,Salesforce
11111687,Inactive Investor,Emmanuel Onyeukwu,,Goldman Sachs & Co.,,,Salesforce
11005013,Inactive Investor,Andrew Gilbert,,Edward Jones Wellington FL 2767 S State Road 7,,,Salesforce
11028248,Inactive Investor,Edward Schilling,,J.P. Morgan Securities LLC Lake Charles LA 4100 Nelson Rd,,,Salesforce
11175182,Inactive Investor,Jennifer Snee,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",jennifer.e.snee@ampf.com,,Salesforce
11092486,Inactive Investor,Samuel Tucker,Financial Advisor,"Wells Fargo Clearing Services, LLC Dothan AL 403 N Shady Ln",samuel.tucker@wellsfargoadvisors.com,,Salesforce
11137025,Inactive Investor,Peter Jurasz,Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Juneau AK 801 W 10th St",peter_jurasz@ml.com,,Salesforce
11120523,Inactive Investor,Harrison Nathan,Financial Advisor;Financial Professional,"MML Investors Services, LLC Atlanta GA 1050 Crown Pointe Pkwy",hnathan@financialguide.com,,Salesforce
11168668,Inactive Investor,Joseph Fishella,,"Kestra Investment Services, LLC Willowbrook IL 745 McClintock Dr",,,Salesforce
10936352,Inactive Investor,Virginia Allwardt,,Hilltop Securities Inc.,virginia.allwardt@hilltopsecurities.com,,Salesforce
9562382,,James Talley,,,james.talley@suntrust.com,,List import
11180083,Inactive Investor,Wynston Mackie,Financial Advisor,LPL Financial LLC Santa Monica CA 3027 Wilshire Blvd,wynston.mackie@lpl.com,,Salesforce
9582309,,Michael Egan,,,mike.egan@voya.com,,List import
10932670,Inactive Investor,William Folkes,Regional Vice President,PFS Investments Inc. Anoka MN 12 Bridge Sq,bfolkes@primerica.com,,Salesforce
9604138,,JESSE KRESSEL,,,jesse@fireblocks.com,,List import
10787533,Inactive Investor,Paul Lejuez,,Citigroup Global Markets Inc.,paul.lejuez@citi.com,,Salesforce
11079008,Inactive Investor,Peter Schmidt,,LPL Financial LLC Saginaw MI 6640 Bay Rd,,,Salesforce
10991468,Inactive Investor,Danielle Dietz,Chief Financial Officer;Managing Member,Retirement Planners of Texas,danielle@retirehouston.com,,Salesforce
10982457,Inactive Investor,Carey Gay,,"Avantax Investment Services, Inc. Opelika AL Private Residence",,,Salesforce
10774000,Inactive Investor,Philip Bonee,Financial Advisor,LPL Financial LLC Glastonbury CT 180 Glastonbury Blvd,philip.bonee@lpl.com,,Salesforce
9600117,,mathew todd,,,mathew.todd@yahoo.com,,List import
9581697,,Russell Valdez,,,r.valdez@wafra.com,,List import
9634515,,Michael Wills,,,michael.wills@angeloakfunds.com,,List import
10881419,Inactive Investor,Hilda Castillo,Client Relationship Specialist,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",hilda.castillo@schwab.com,,Salesforce
10662268,,Mitchell Ratnow,,,mitch.ratnow@aleragroup.com,,List Import
6890663,,Gv Gv,,,nyor09551@gmail.com,,Web Form Fillout
10849130,Inactive Investor,Shannon Neal,Financial Planner,LPL Financial LLC Augusta GA 4468 Columbia Rd,shannon.neal@lpl.com,,Salesforce
9947023,,Marlow Huff,,,mhuff248@gmail.com,,Web Form Fillout
11040627,Inactive Investor,Tobin Junas,,"MML Investors Services, LLC Grayslake IL 33185 N Island Ave",tjunas@financialguide.com,,Salesforce
10822832,Inactive Investor,Susan Geiersbach,Financial Advisor,Commonwealth Financial Network Overland Park KS 10801 Mastin St,sgeiersbach@commonwealth.com,,Salesforce
10619968,,Kurtis Hagemann,,,khagemann@mygfpartner.com,,List Import
10888612,Inactive Investor,Phillip Conlon,Financial Advisor,Honu Wealth Management,phillip@honuwealth.com,,Salesforce
11148364,Inactive Investor,Richard Angott,,"Avantax Investment Services, Inc. Hermitage PA 2213 Shenango Valley Fwy",,,Salesforce
11155244,Inactive Investor,Michelle Barry,,Cash App Investing LLC,,,Salesforce
10917743,Inactive Investor,Peter Schaffer,,"Avantax Investment Services, Inc.",,,Salesforce
11095046,Inactive Investor,Stephen Shipley,Chief Compliance Officer;Director - Financial Planning;Founder,Cottonwood Capital Advisors,stephen.shipley@cottonwoodmail.com,,Salesforce
9568251,,Michael Welton,,,michael.welton@fidelity.com,,List import
10752609,Inactive Investor,Linda Donovan,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Houston TX 750 Town And Country Blvd",linda.donovan@rbc.com,,Salesforce
11002317,Inactive Investor,Philip Dressler,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10909796,Inactive Investor,Karen Casillas,,"CapFinancial Securities, LLC.",karen.casillas@captrustadvisors.com,,Salesforce
9618374,,Brett Flynn,,,bflynn@lucascapital.com,,List import
10862421,Inactive Investor,Yogesh Khatri,,NYLIFE Securities LLC Milwaukee WI 135 S 84th St,ykhatri@ft.newyorklife.com,,Salesforce
11167399,Inactive Investor,Mohammed Salim,Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,mohammed.salim@morganstanley.com,,Salesforce
11077425,Inactive Investor,Kelly Welker,Financial Advisor,LPL Financial LLC San Antonio TX 18911 Hardy Oak Blvd,kelly.welker@lpl.com,,Salesforce
11108465,Inactive Investor,Matthew Wiser,Chief Investment Officer;Wealth Advisor,"Cornerstone Wealth Strategies, Inc.",wiser@cswsteam.com,,Salesforce
10661750,,Dennis Ryan,,,dryan@midwaywp.com,,List Import
10618828,,Richard Peterbok,,,rpeterbok@swcares.com,,List Import
10891798,Inactive Investor,Wenxia Shen,,Fidelity Brokerage Services LLC,,,Salesforce
10766565,Inactive Investor,Benjamin Baumberger,Financial Advisor;Financial Planning Specialist,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,ben.baumberger@morganstanley.com,,Salesforce
11154242,Inactive Investor,Cody Stahl,Financial Advisor,"Ameriprise Financial Services, LLC Bonita Springs FL 12621 Trade Way Dr",cody.stahl@ampf.com,,Salesforce
10794352,Inactive Investor,Paul Firth,Vice President - Investments,LPL Financial LLC Ramona CA Private Residence,paul.firth@wedbush.com,,Salesforce
9612255,,Walter Berchtold,,,walter@a-berchtold.com,,List import
11172156,Inactive Investor,Michael Cassidy,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,michael.cassidy2@fmr.com,,Salesforce
11076001,Inactive Investor,Christopher Menard,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly MA 500 Cummings Ctr",chris.menard@ml.com,,Salesforce
10645907,,Aftab Shahsingh,,,aftab.shahsingh@ubs.com,,List Import
9641550,,Gopal Ghosh,,,gopalghosh868@gmail.com,,List import
11154938,Inactive Investor,Michelle Cooper,,XML Securities,mcooper@xmlfg.com,,Salesforce
11040679,Inactive Investor,Sungsoo Auh,,"Wells Fargo Clearing Services, LLC Northridge CA 8812 Corbin Ave",mark.auh@wellsfargo.com,,Salesforce
9555006,,Thomas Vislisel,,,tvislisel@vantagefinancial.com,,List import
10846808,Inactive Investor,Mariano Zimmler,,Goldman Sachs & Co.,,,Salesforce
10878536,Inactive Investor,Valmir Hoti,Registered Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,valmir.hoti@morganstanley.com,,Salesforce
9618412,,Gifford Combs,,,gcombs@daltoninvestments.com,,List import
10821759,Inactive Investor,Thomas Brown,Business Development Specialist;Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham NY 26 Century Hill Dr",tbrown70@ml.com,,Salesforce
9582631,,Jeremiah Tillman,,,jeremiahtillman@gmail.com,,List import
11203793,Inactive Investor,Michael Fortner,,"SCF Securities, Inc. Spring TX PO Box 2823",mfortner@scfsecurities.com,,Salesforce
10866412,Inactive Investor,Laura Riverofisher,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,laura.riverofisher@primerica.com,,Salesforce
10906333,Inactive Investor,Mark Nichol,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,mark.nichol@fmr.com,,Salesforce
10912153,Inactive Investor,Steven McGee,,San Blas Securities LLC,steven.mcgee@sanblassecurities.com,,Salesforce
11217907,,Ross Mehl,,,ross.mehl@jpmorgan.com,,List Import
10970353,Inactive Investor,Jose Palacios,Investment Advisor,Fisher Investments,,,Salesforce
11047782,Inactive Investor,Baron Hilliard,,"Northwestern Mutual Investment Services, LLC Florham Park NJ 500 Campus Dr",baron.hilliard@nm.com,,Salesforce
10926059,Inactive Investor,Joshua Della Puca,,Fidelity Brokerage Services LLC New York NY 13A W 61st St,,,Salesforce
10767960,Inactive Investor,Magda Pokorny,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Sherman Oaks CA 15260 Ventura Blvd,magda.pokorny@morganstanley.com,,Salesforce
10852937,Inactive Investor,Charity Schulz,,J.P. Morgan Securities LLC San Diego CA 1005 Rosecrans St,charity.schulz@jpmorgan.com,,Salesforce
9583480,,Jeffrey Smith,,,jsmith@nsinv.com,,List import
10939942,Inactive Investor,Janelle Mauro,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,janelle.pavon@fidelity.com,,Salesforce
10874934,Inactive Investor,Scott Burgess,Financial Advisor,"Wells Fargo Clearing Services, LLC Clayton NC 1405 Executive Dr",scott.burgess2@wellsfargo.com,,Salesforce
10873883,Inactive Investor,Jennifer Couture,,Commonwealth Financial Network San Diego CA 600 W Broadway,jcouture@commonwealth.com,,Salesforce
10777483,Inactive Investor,Stephanie Mui,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",stephanie_mui@ml.com,,Salesforce
10764289,Inactive Investor,Laurie Dickson,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Melbourne FL 930 S Harbor City Blvd",lbetsy.dickson@benjaminfedwards.com,,Salesforce
10865433,Inactive Investor,Christopher Pokrzywinski,,"Osaic Wealth, Inc. Grand Forks ND 3503 Ivy Dr",cpokrzywinski@osaicwealth.com,,Salesforce
10657304,,Dean DeAngelis,,,deandeangelis@allstate.com,,List Import
10982048,Inactive Investor,Nazley Wilson,Director;Financial Advisor,"Sequoia Financial Group, L.L.C. Tampa FL 1410 N West Shore Blvd",nwilson@sequoia-financial.com,,Salesforce
9600294,,Stephen Dixon,,,steve@birchwoodfp.com,,List import
10887119,Inactive Investor,Jacob Spaeth,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",,,Salesforce
11148568,Inactive Investor,Thomas Hargrove,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",tom.hargrove@wellsfargoadvisors.com,,Salesforce
11048355,Inactive Investor,Robert Deangelo,,"Osaic Wealth, Inc. Irwin PA 4020 Rte 130",,,Salesforce
11043672,Inactive Investor,Sonji Lusk,,J.P. Morgan Securities LLC Downers Grove IL 1200 Ogden Ave,sonji.lusk@chase.com,,Salesforce
339112,,James Baird,"Partner, General Counsel","Quantum Advisers, Llc",jbaird@quantumep.com,713-452-2000,Manual List Upload
10779147,Inactive Investor,Laura Chambers,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",laura_chambers@ml.com,,Salesforce
10914678,Inactive Investor,Nicholas Dyja,,Evercore Group L.L.C.,,,Salesforce
226635,,Daltro Antonio -,,[[Unknown]],daltrob@gmail.com,,Initial Salesforce Import
11253587,,Isa D,,,dsc.isabella0307@gmail.com,,Web Form Fillout
10843141,Inactive Investor,Gregg Libutti,Vice President,Lincoln Investment Tiverton RI Private Residence,glibutti@lincolninvestment.com,,Salesforce
10764873,Inactive Investor,Dean Shuplinkov,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Baltimore MD 401 E Pratt St",dean.shuplinkov@wfafinet.com,,Salesforce
9548569,,Eric Bielefeld,,,ebielefeld@cullinan.com,,List import
10657129,,Matthew Byrne,,,matt.byrne@fmr.com,,List Import
10790762,Inactive Investor,Timothy Neary,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",timothy.neary@ml.com,,Salesforce
11131163,Inactive Investor,Kay Harrington,,Morgan Stanley Buffalo NY 50 Fountain Plz,kay.l.roblee@morganstanley.com,,Salesforce
11039813,Inactive Investor,Christina Magliocco,,TradeWeb L.L.C,christina.magliocco@tradeweb.com,,Salesforce
10902839,Inactive Investor,Scott Koehler,Wealth Management Associate,Morgan Stanley Marlton NJ 303 Lippincott Dr,scott.koehler1@morganstanley.com,,Salesforce
11154399,Inactive Investor,Kenneth Gribble,,PFS Investments Inc. San Marcos TX 174 S Guadalupe St,kgribble@primerica.com,,Salesforce
10884351,Inactive Investor,Stacey Casey,,Cetera Investment Services LLC Veradale WA 722 N Sullivan Rd,,,Salesforce
10614731,,Roberta Bary,Financial Advisor,,roberta.bary@morganstanley.com,,List Import
11067057,Inactive Investor,Keith Brown,,"The Leaders Group, Inc.",,,Salesforce
11222329,,Richard Dahab,,,rich@dahab.com,,List Import
10900434,Inactive Investor,Scott Vieregge,Wealth Management Advisor,"Visionary Wealth Advisors, LLC O Fallon IL 1405 N Green Mount Rd",scott.vieregge@vwa-llc.com,,Salesforce
10841093,Inactive Investor,Phyllis Bongiorno,,"World Investments, Inc. Red Bank NJ 566 State Rte 35",phyllisbongiorno@tfsrep.com,,Salesforce
11190809,Inactive Investor,Eric Lee,,J.P. Morgan Securities LLC Dallas TX 4236 Wycliff Ave,eric.lee@jpmorgan.com,,Salesforce
9569059,,cyber guo,,,cyber.guo@usa.gov,,List import
11156788,Inactive Investor,Mary Fiorenzo,Financial Advisor,LPL Financial LLC Erie PA 127 W 6th St,mary.fiorenzo@lpl.com,,Salesforce
10878110,Inactive Investor,Chad Michaels,Chief Compliance Officer;Chief Investment Officer;Managing Member,Spyrnal Financial Group,chad@spyrnalwealth.com,,Salesforce
11182384,Inactive Investor,Bradley Krein,Chief Compliance Officer;Founder;Investment Advisor Representative,Crane Investment Group,bkrein@craneinvestmentgroup.com,,Salesforce
11043405,Inactive Investor,Craig Rottman,Chief Investment Officer;Financial Advisor;Managing Member,"Classic Asset Management, LLC",,,Salesforce
11027256,Inactive Investor,Barbie Harrison,,"Osaic Wealth, Inc. Toledo OH 3230 Central Park W",bharrison@royalaa.com,,Salesforce
10755657,Inactive Investor,Joseph Randall,Financial Advisor,UBS Financial Services Inc. Seattle WA 925 4th Ave,joseph.randall@ubs.com,,Salesforce
11080819,Inactive Investor,Mathew Remington,Financial Advisor,Edward Jones Midlothian VA 15516 Westchester Commons Way,mathew.remington@edwardjones.com,,Salesforce
10881152,Inactive Investor,Barry Rucks,Private Wealth Advisor,LPL Financial LLC King of Prussia PA 630 Freedom Business Ctr Dr,barry.rucks@lpl.com,,Salesforce
10991439,Inactive Investor,Adrien Vanpoperinghe,Chief Compliance Officer;Founder;Investment Advisor Representative;Managing Member,Lybis Investing,,,Salesforce
10510437,,Marcelo Tome,Private Wealth Senior Investment Manager,Merrill,marcelo_tome@ml.com,,List Import
11046016,Inactive Investor,James Fish,Paraplanner,"Osaic Wealth, Inc. Brentwood TN 216 Centerview Dr",,,Salesforce
10869972,Inactive Investor,Daniel Zacharias,,Van Clemens & Co. Incorporated,dzacharias@vanclemens.com,,Salesforce
10820841,Inactive Investor,Sonia Malik,,"Wells Fargo Clearing Services, LLC Duluth GA 2055 Sugarloaf Cir",sonia.malik@wellsfargo.com,,Salesforce
10905311,Inactive Investor,Samantha Massler Lansing,,"Bessemer Investor Services, Inc. Palm Beach FL 222 Royal Palm Way",,,Salesforce
10616924,,Brian Early,,,bearly@williamblair.com,,List import
10880062,Inactive Investor,Erin Manganello,Senior Wealth Advisor,"The Colony Group, LLC",emanganello@thecolonygroup.com,,Salesforce
9639470,,Krystal Gonzales,,,gonzalesk@winthrop.edu,,List import
10914392,Inactive Investor,Kevin Davis,Chief Compliance Officer;Member,"Davis & Wehrle, LLC",kevin@daviswehrlellc.com,,Salesforce
10489438,,Luke Halter,High Net Worth Advisor Manager,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",luke_halter@vanguard.com,,List Import
9542881,,James Belenis,,,jim.belenis@kmsfinancial.com,,List import
9613845,,John Kang,,,hyokang@gmail.com,,List import
10799561,Inactive Investor,Darren Gray,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",darren_d_gray@ml.com,,Salesforce
11199022,Inactive Investor,Douglas McAllister,,Vanguard Marketing Corporation,douglas_mcallister@vanguard.com,,Salesforce
9642155,,Brenda Smith,,,brndjsmth@hotmail.com,,List import
11232502,Inactive Investor,Kristina Strickland,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
11052940,Inactive Investor,Angela Wilcox,Investment Manager,Creative Planning,angela.wilcox@ml.com,,Salesforce
339759,,Thomas Feldstein,"Chief Operating Officer, General Counsel, Partner",Gtis Partners,tfeldstein@goldentreeinsite.net,212-220-5200,Manual List Upload
9576781,,hello him,,,john@hotmail.com,,List import
10791185,Inactive Investor,Maria Kovass,,Wintrust Investments LLC,mkovass@wintrustwealth.com,,Salesforce
11081522,Inactive Investor,Robin Baker-Williams,,Laidlaw & Company (UK) Ltd. New York NY 521 5th Ave,rbakerwilliams@laidlawltd.com,,Salesforce
11027288,Inactive Investor,Barry Honea,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,barry.honea@primerica.com,,Salesforce
10761307,Inactive Investor,George Olliff,Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Senior Vice President - Wealth Management,Morgan Stanley Pensacola FL 850 S Palafox St,george.olliff@morganstanley.com,,Salesforce
11145345,Inactive Investor,James Moroney,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Tampa FL 100 N Tampa St,james.j.moroney@morganstanley.com,,Salesforce
11106444,Inactive Investor,Owen Landis,,"Allstate Financial Services, LLC Parkville MD 8813 Waltham Woods Rd",olandis@allstate.com,,Salesforce
10927177,Inactive Investor,Ryan O'Connor,,Fidelity Brokerage Services LLC,,,Salesforce
11068548,Inactive Investor,Erin Caldwell,,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",,,Salesforce
230841,, -,,[[Unknown]],whsutherland3@gmail.com,,Organic Search
10865311,Inactive Investor,Laura Weil,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,laura.sattelmeier@fmr.com,,Salesforce
9646276,,Long Nguyen,,,vulongvn98@gmail.com,,List import
9542491,,BHARAT PATEL,,,bharat.patel6@sky.com,,List import
11179079,Inactive Investor,Grady Bishop,First Vice President,UBS Financial Services Inc. Omaha NE 13815 Fnb Pkwy,grady.bishop@ubs.com,,Salesforce
5488223,,gii na,,,bvdmdtqakchl@karenkey.com,,Web Form Fillout
10958129,Inactive Investor,Holly Gennings,Principal,"ABW, LLC",,,Salesforce
241634,,Muhammad Umair,,[Unknown],muc16ch43@gmail.com,,source
9603052,,Michael Davis,,,mldavis1886@gmail.com,,List import
10799443,Inactive Investor,Chauncey Pegram,First Vice President,"Stifel, Nicolaus & Company, Incorporated Greensboro NC 629 Green Valley Rd",pegramc@stifel.com,,Salesforce
10981952,Inactive Investor,Christopher Heath,Branch Manager,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",christopher.r.heath@wellsfargo.com,,Salesforce
11205134,Inactive Investor,Gary Jones,Assistant Vice President;Corporate Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",gjones13@ml.com,,Salesforce
10777972,Inactive Investor,Chris Knoernschild,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
185697,,KEN CHAPMAN,MANAGING DIRECTOR,ANCHORAGE DIGITAL,ken@anchorage.com,1-646-629-4327,
11052634,Inactive Investor,Timothy Roetman,Compliance Advisor,"Principal Securities, Inc.",,,Salesforce
10612468,,James Kahrar,Financial Advisor,,james.kahrar@ampf.com,,List Import
11167422,Inactive Investor,Kevin Fusco,Financial Advisor,Morgan Stanley Woodland Hills CA 21650 Oxnard St,kevin.fusco@morganstanley.com,,Salesforce
9580941,,Michele Hawkins,,,michele.hawkins@fortwashington.com,,List import
11005130,Inactive Investor,Zachary Koh,,Citigroup Global Markets Inc.,,,Salesforce
11137021,Inactive Investor,Cheryl Tobin,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown PA 600 Hyde Park",cheryl.tobin@ml.com,,Salesforce
10979904,Inactive Investor,Randy Voepel,,"Farmers Financial Solutions, LLC San Diego CA 10636 Scripps Summit Ct",,,Salesforce
235782,, -,,[[Unknown]],michealbonnell8888@gmail.com,,Organic Search
11134402,Inactive Investor,Elizabeth Chirico,,J.P. Morgan Securities LLC Dover NJ 1 E Clinton St,elizabeth.chirico@jpmorgan.com,,Salesforce
10843718,Inactive Investor,John Varick,,"Cambridge Investment Research, Inc. Houston TX 950 Echo Ln",john.varick@cambridgeresource.com,,Salesforce
10991901,Inactive Investor,Kyle Couch,,"Allstate Financial Services, LLC Mesa AZ 6955 E Baseline Rd",kylecouch@allstate.com,,Salesforce
10846731,Inactive Investor,Michael Reffeitt,Owner;President,"Integrated Capital Management Company, Inc.",,,Salesforce
10559892,,Jack Johnson,,,example@yourdomain.com,503-555-1212,Web Form Fillout
248502,,Andreas Enderlin,Managing Partner,HCP,andreas@hugocapitalpartners.com,,Manual List Upload
11119268,Inactive Investor,Ivan Marquez-Marquez,,"Wells Fargo Clearing Services, LLC Rialto CA 190 W Foothill Blvd",,,Salesforce
9573537,,Matthew Lentz,,,matthew.lentz@castlehook.com,,List import
10647335,,Ryan Flaming,,,ryan.flaming@primerica.com,,List Import
11232755,Inactive Investor,Taylor Brown,Investment Manager,"BOK Financial Securities, Inc. Oklahoma City OK 499 W Sheridan Ave",,,Salesforce
228039,, -,,[Unknown],allthingsrpossible@live.com,,
10907003,Inactive Investor,Rhett Exley,Wealth Advisor,Wealth Science Advisors LLC,rhett.exley@wealthscienceatlanta.com,,Salesforce
11093367,Inactive Investor,Richard Dubow,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,richard.dubow@ubs.com,,Salesforce
10819021,Inactive Investor,Steven Kim,Private Client Advisor,J.P. Morgan Securities LLC Tampa FL 12703 N Dale Mabry Hwy,,,Salesforce
11198686,Inactive Investor,Brooke Mcgloon,Branch Office Administrator,Edward Jones Harrisonburg VA 245 Newman Ave,,,Salesforce
10818967,Inactive Investor,Jessica Axelsson,,J.P. Morgan Securities LLC Plymouth MI 235 N Sheldon Rd,jessica.m.axelsson@jpmorgan.com,,Salesforce
10908999,Inactive Investor,Alberto Libertini,Managing Member,"L&L Partners Wealth Management, LLC New York NY 130 Barrow St",alberto.libertini@llpartnerswealth.com,,Salesforce
225282,,Adam Richard,Director of Capital Formation,Two Prime Digital Assets,adam.richard@twoprime.fund,,
10928144,Inactive Investor,Patrick King,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Prana Wealth Management LLC,,,Salesforce
11217878,,Rachel Kuss,,,rachel.kuss@lpl.com,,List Import
10779935,Inactive Investor,Catherine Callahan,Senior Representative,Morgan Stanley Boston MA 28 State St,,,Salesforce
9553793,,Tylar Course,,,colormesemaj@icloud.com,,List import
10965543,Inactive Investor,Preetinder Bassi,Financial Advisor,Edward Jones Clifton Park NY 675 Grooms Rd,preetinder.bassi@edwardjones.com,,Salesforce
11292195,,[Unknown],,,ryan@thebeaconfg.com,,Web Form Fillout
10989467,Inactive Investor,Pavel Moraga,,J.P. Morgan Securities LLC Hollywood FL 3221 SW 160th Ave,pavel.a.moraga@chase.com,,Salesforce
11084621,Inactive Investor,Donna Pribe,Financial Advisor,"VALIC Financial Advisors, Inc. Sylvania OH Private Residence",,,Salesforce
10866937,Inactive Investor,Joshua Roberds,Investment Advisor;Investment Advisor Representative;Regulatory Contact,Fairhaven Financial Advisory Corporation,jroberds@fairhavenfinancial.com,,Salesforce
11033306,Inactive Investor,Bradley Boessen,Financial Advisor;Vice President,LPL Financial LLC Saint Louis MO 7707 Forsyth Blvd,bradley.boessen@lpl.com,,Salesforce
9581670,,Ryan Hanna,,,Ryan01970@gmail.com,,List import
10929421,Inactive Investor,Yi Mao,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9579636,,Mark Dowd,,,mcdowd@ft.newyorklife.com,,List import
10763571,Inactive Investor,Eric Propper,,CIBC World Markets Corp.,eric.propper@cibc.com,,Salesforce
9624817,,Amily Wang,,,amilywang39@gmail.com,,List import
11153346,Inactive Investor,John Billington,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10806089,Inactive Investor,Sean Prewitt,Business Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Harrison AR 307 N Chestnut St",sean.d.prewitt@ampf.com,,Salesforce
11061880,Inactive Investor,Lei Huang,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
44839,,Nicholas Johnson,Financial Associate,Thrivent Investment Management Inc.,nicholas.johnson@thrivent.com,507-226-5275,
10984994,Inactive Investor,Tyler Wasser,,"Osaic Wealth, Inc. Greenville PA 320 Main St",,,Salesforce
9603183,,Nicholas Colaizzi,,,ncolaizzi@waldronpw.com,,List import
9610240,,fd dfds,,,e.pfafenrot@gmail.com,,List import
350315,,Deborah Foote,"Vice President, Regional Manager","River Street Advisors, Llc",dfoote@oldsecond.com,630-906-5501,Manual List Upload
11012745,Inactive Investor,Nissa Knapp,,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,nknapp@primerica.com,,Salesforce
351362,,Ellen Konop,Office Manager,Affiliated Financial Advisors Inc,ekonop@sbcglobal.net,414-476-4999,Manual List Upload
10906989,Inactive Investor,David Morrison,,"Clear Creek Financial Management, LLC Meridian ID 3715 E Overland Rd",dave@treasurevalleyplanning.com,,Salesforce
11051758,Inactive Investor,Philip McEvoy,,NYLIFE Securities LLC Victor NY 209 High Point Dr,pjmcevoy@ft.newyorklife.com,,Salesforce
11009200,Inactive Investor,Joseph Yard,,"Harbour Investments, Inc. Bonita Springs FL 27581 Hacienda East Blvd",,,Salesforce
11084348,Inactive Investor,Jeannette Cheung,,Citigroup Global Markets Inc.,,,Salesforce
9558108,,Ademu Rabiu,,,aronld184@gmail.com,,List import
67899,,Erik Beck,"Chief Investment Officer, Financial Advisor, Managing Partner, Vice President",Beck Bode LLC,erik.beck@beckbodewealth.com,617-209-2224,
10907523,Inactive Investor,Alexander Browning,Investment Advisor Representative;Member;Partner,"Artifex Financial Group, LLC",abrowning@artifexfinancial.com,,Salesforce
9545611,,Thomas Lee,,,tlee.gcl@gmail.com,,List import
10925144,Inactive Investor,Brooke King,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11083347,Inactive Investor,Matthew Gordon,Business Coordinator,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",matthew.gordon@raymondjames.com,,Salesforce
11154051,Inactive Investor,Grant Bingham,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10965444,Inactive Investor,Patrick Fernandez,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
214293,,James Zundel,Private Wealth Advisor,Coign Capital Advisors Llc,matt@coigncapital.com,801-676-4570,Manual List Upload
10879306,Inactive Investor,Anthony Ludtka,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9615284,,Benjamin Reynolds,,,surfben@gmail.com,,List import
10851483,Inactive Investor,Alden Hagardorn,,"Second Line Capital, LLC",,,Salesforce
337600,,John Augenblick,Member,"Rockwood Wealth Management, Llc",jaugenblick@theresilientinvestor.com,267-983-6400,Manual List Upload
10758815,Inactive Investor,Robert Fritts,,"Raymond James Financial Services, Inc. Mentor OH 9930 Johnnycake Ridge Rd",robert.fritts@raymondjames.com,,Salesforce
10786600,Inactive Investor,Christopher Horne,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,christopher.horne@fidelity.com,,Salesforce
10945879,Inactive Investor,Luis Reynoso,Private Client Banker;Vice President,J.P. Morgan Securities LLC Wantagh NY 1201 Wantagh Ave,luis.reynoso@jpmorgan.com,,Salesforce
11189479,Inactive Investor,Joseph Kerrigan,,LPL Financial LLC Medina OH 1093 Medina Rd,joseph.kerrigan@lpl.com,,Salesforce
11205061,Inactive Investor,John Oldham,,"First Command Brokerage Services, Inc. Huntsville AL 475 Providence Main St NW",jnoldham@firstcommand.com,,Salesforce
10881164,Inactive Investor,Sean Francisco,Financial Advisor,LPL Financial LLC Roanoke VA 129 Campbell Ave SE,sean.francisco@lpl.com,,Salesforce
11153367,Inactive Investor,Michael Bremer,,"MML Investors Services, LLC Carmel IN 57 Cricketknoll Ln",mbremer@financialguide.com,,Salesforce
10757853,Inactive Investor,Joshua Visconti,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",joshua.visconti@wellsfargoadvisors.com,,Salesforce
9586468,,Marcelo Carmo,,,marcelo.carmo@qr.capital,,List import
10889594,Inactive Investor,Michael Longley,,"Sanctuary Securities, Inc.",mlongley@sanctuarywealth.com,,Salesforce
9545979,,Burak Oz,,,bhzozturkk@gmail.com,,List import
10798692,Inactive Investor,Terry Robertson,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",terry.robertson@raymondjames.com,,Salesforce
371470,,Jeffrey Klatt,,United States,jeffreyklatt@rocketmail.com,,Google Ad
11168072,Inactive Investor,Audra Benge,Financial Advisor,Morgan Stanley Dallas TX 2121 N Pearl St,audra.benge@morganstanley.com,,Salesforce
11228946,Inactive Investor,Linsay Vanmeter,Senior Branch Office Administrator,Edward Jones Concordia KS 1532 Lincoln St,linsay.vanmeter@edwardjones.com,,Salesforce
9557332,,raimundo vazquez,,,raimundovazquez@gmail.com,,List import
374249,,Ted Finn,,[Unknown],tedjfinn@gmail.com,,Google Natural Search
11155960,Inactive Investor,Clint Shepherd,Financial Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9595367,,Anastasia Thurman,,,anastasiathurman0@gmail.com,,List import
10978545,Inactive Investor,Brandon Gilliam,,PFS Investments Inc. Lansing MI 428 S Creyts Rd,bgilliam@primerica.com,,Salesforce
10996242,Inactive Investor,Miriam Varela,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,miriam.varela@citigroup.com,,Salesforce
10494289,,John Gordon,"Founder, Managing Partner, Regulatory Contact","Vaquero Private Wealth, Ltd.",ben_gordon@me.com,,List Import
321677,,Greg Heath,CEO,Bit2men.com,ceo@bit2men.com,(123) 456-7890,Manual List Upload
11064990,Inactive Investor,Kamalu Kaluhiokalani,,"Raymond James Financial Services, Inc. Kaneohe HI 45-480 Kaneohe Bay Dr",kamalu.kaluhiokalani@raymondjames.com,,Salesforce
11265812,,Lutpulla Osman,,,lutun54@gmail.com,,Web Form Fillout
11054581,Inactive Investor,Michael Sakach,Managing Director;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
190714,,?? ?,,ì£¼í•œ ì°¨,chajoohan@naver.com,,
10644327,,Bradley Burrows,,,bradley.c.burrows@chase.com,,List Import
11087004,Inactive Investor,Bryce Kelley,Financial Associate,Thrivent Investment Management Inc. Colby WI 109 S Division St,bryce.kelley@thrivent.com,,Salesforce
11057202,Inactive Investor,Camille Northcutt,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lubbock TX 2510 Marsha Sharp Fwy",camille.northcutt@ml.com,,Salesforce
9613960,,Jose Castro,,,josecastro63@gmail.com,,List import
10865179,Inactive Investor,Trent Fetters,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",,,Salesforce
9615635,,Max Zet,,,maciek.zajac24@gmail.com,,List import
9643886,,Sta K,,,xwyjunk@gmail.com,,List import
11217546,,Riad Daffach,,,riad.daffach@jpmorgan.com,,Other
11027675,Inactive Investor,Hank Rymer,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
9552121,,Samuel Degennaro,,,sdegennaro@snowdenlane.com,,List import
199327,,Jim Rogers,,Private investor,jdrog@bellsouth.net,,Webinar
11190780,Inactive Investor,Joseph Petry,,CPR Investments Inc Latham NY 6 Century Hill Dr,joe.petry@cprinvestmentsinc.com,,Salesforce
148252,,John Carmont,,[Unknown],freshmusti@googlemail.com,,Organic Search
2302541,,Alexander Rodriguez,,,xalexanderrodriguez@gmail.com,,
11094507,Inactive Investor,Robert Porter,,State Farm VP Management Corp.,rob.porter.j3hl@statefarm.com,,Salesforce
215076,,Dick Rivera,,DRA,dickriv@aol.com,(214) 914-2762,
9573617,,Nicholas Napoleone,,,nnapoleone@soluslp.com,,List import
10855523,Inactive Investor,Amos Berry,,PFS Investments Inc. Overland Park KS 8500 W 110th St,amos.berry@primerica.com,,Salesforce
1003211,Inactive Investor,Mike Mauceri,,LightBank,mike@lightbank.com,,3rd Party Lead Gen
9552300,,Bob Ross,,,daouid@gmail.com,,List import
4559795,,dsw zsda,,,wides36369@cebaike.com,,Web Form Fillout
10916468,Inactive Investor,James Kennedy,Managing Member,"Safe Harbor Financial Planning & Investment Advisory, LLC Statesboro GA 23 Siebald St",,,Salesforce
10899458,Inactive Investor,Leontios Akavalos,,J.P. Morgan Securities LLC Orange CT 262 Boston Post Rd,leontios.akavalos@jpmorgan.com,,Salesforce
10779530,Inactive Investor,N Longo,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",sean_longo@ml.com,,Salesforce
11155552,Inactive Investor,Rotnei Clarke,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
11179702,Inactive Investor,Matthew Hary,,"Raymond James & Associates, Inc. Saint Cloud MN 400 1st St S",matt.hary@raymondjames.com,,Salesforce
9602068,,Devin Burris,,,devin.burris@clsinvest.com,,List import
10832968,Inactive Investor,Dede Jones,Managing Director;Wealth Manager,"Innovative Financial, LLC",,,Salesforce
233011,, -,,[Unknown],harishddb@yahoo.com,,
9596883,,John Pugh,,,john@insightwealth.com,,List import
11102635,Inactive Investor,David Jones,,"Cambridge Investment Research, Inc. Rocky River OH 20006 Detroit Rd",,,Salesforce
10971253,Inactive Investor,Sophia Espinal,,J.P. Morgan Securities LLC Huntington NY 350 Main St,sophia.espinal@chase.com,,Salesforce
11008630,Inactive Investor,Kate Hetzer,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",kate.hetzer@equitable.com,,Salesforce
10887994,Inactive Investor,Peter Schutt,Financial Professional,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",pete.schutt@prudential.com,,Salesforce
246141,,Not Provided,,Coinbase,max.eichenberger@coinbase.com,,Manual List Upload
11079385,Inactive Investor,Steven Raab,Financial Advisor,"VALIC Financial Advisors, Inc. Nashua NH 410 Amherst St",steven.raab@valic.com,,Salesforce
11115949,Inactive Investor,Pamela Taylor,Team Administrator,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,pamela.taylor@ubs.com,,Salesforce
240343,,Larry Nickell,,[Unknown],wwre1950@gmail.com,,Direct
9591116,,Jim Englebrecht,,,mfgture@gmail.com,,List import
10931208,Inactive Investor,Rubiel Tineo,Premier Banker,"Wells Fargo Clearing Services, LLC Philadelphia PA 601 Chestnut St",rubiel.tineo@wellsfargo.com,,Salesforce
11111095,Inactive Investor,Ezra Kover,Chief Compliance Officer,"Ferguson Wellman Capital Management, Inc.",ezra.kover@fergwell.com,,Salesforce
11233225,Inactive Investor,Emily Rios,,J.P. Morgan Securities LLC New York NY 69 5th Ave,,,Salesforce
9564271,,Joe Gross,,,joe.gross@bnymellon.com,,List import
11049722,Inactive Investor,Valerie Joseffy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,valerie.joseffy@fidelity.com,,Salesforce
9596737,,Jerry Peterson,,,jpeterson575@gmail.com,,List import
11211310,Inactive Investor,Andrew Hoeflinger,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",andrew.hoeflinger@wellsfargo.com,,Salesforce
11118461,Inactive Investor,Bretton Patchett,,Fidelity Brokerage Services LLC Tulsa OK 2020 S Lewis Ave,bretton.patchett@fmr.com,,Salesforce
10617188,,Den Dhepyasuwan,,,den.c.dhepyasuwan@jpmorgan.com,,List Import
11066365,Inactive Investor,Patricia Uhlir,Senior Registered Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,patricia.uhlir@morganstanley.com,,Salesforce
10862248,Inactive Investor,Tommy Pietsch,Wealth Advisor,LPL Financial LLC Shiner TX 516 N Avenue H,tommy.pietsch@lpl.com,,Salesforce
10765699,Inactive Investor,Anthony Watson,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,anthony.watson@ubs.com,,Salesforce
10935058,Inactive Investor,Derrik Sankey,Financial Advisor,Edward Jones Seattle WA 621 B NW Richmond Beach Rd,derrik.sankey@edwardjones.com,,Salesforce
231881,, -,,[[Unknown]],da.stillman3@gmail.com,,Organic Search
11027744,Inactive Investor,Farhan Habib,,J.P. Morgan Securities LLC New York NY 260 Columbus Ave,farhan.habib@jpmorgan.com,,Salesforce
10993653,Inactive Investor,Samantha Vyskocil,,"TradeStation Securities, Inc.",svyskocil@tradestation.com,,Salesforce
11260569,Inactive Investor,Martin Lastrina,,Thrivent Investment Management Inc.,,,Salesforce
11230003,Inactive Investor,Victor Ferreira,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,vferreira@ft.newyorklife.com,,Salesforce
10822253,Inactive Investor,William Stites,Chief Compliance Officer;Managing Member;Partner,KilterHowling LLC,will@kilterhowling.com,,Salesforce
9621357,,Kevin Wilde,,,kjwilde@gmail.com,,List import
11131560,Inactive Investor,Jona Green,Financial Advisor,Edward Jones Willow Street PA 226 Willow Valley Lakes Dr,jona.green@edwardjones.com,,Salesforce
10488197,,Gregory Giannini,"Chief Compliance Officer, Chief Financial Officer, Partner, Secretary, Treasurer","Carson Management Company, LLC",ggiannini@carsoncapital.com,,List import
11107264,Inactive Investor,James Chiconas,Financial Advisor,"Equitable Advisors, LLC Edmond OK 805 E 33rd St",jimmy.chiconas@equitable.com,,Salesforce
10905287,Inactive Investor,Joseph Etten,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,joe.etten.tl50@statefarm.com,,Salesforce
337219,,Rebecca Desoto,,"Trilogy Capital, Inc.",rebecca.desoto@trilogyfs.com,,
10985403,Inactive Investor,Patrick Mitrovich,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,patrick.mitrovich.kn52@statefarm.com,,Salesforce
206958,,Fred Cox,,[Unknown],xfredcox@gmail.com,,Event
11169658,Inactive Investor,Jerry Starr,Financial Advisor;Senior Vice President;Senior Vice President - Wealth Management,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,jstarr@janney.com,,Salesforce
9613487,,Richard Veitch,,,richard.veitch@nb.com,,List import
9585757,,Michael Cohn,,,mcohn@fortress.com,,List import
10994141,Inactive Investor,Antonio Tovar,Associate Wealth Advisor,"Avidian Wealth Solutions, LLC Austin TX 4210 Spicewood Springs Rd",antoniotovar@avidianwealth.com,,Salesforce
10770521,Inactive Investor,Christine Ebert,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 3515 Plymouth Blvd",christine.a.ebert@ampf.com,,Salesforce
10648137,,Christopher Hillary,,,chillary@roubaixcapital.com,,List import
10771982,Inactive Investor,William Sanderson,Authorized Officer,UBS Financial Services Inc. Nashville TN 3102 West End Ave,william.sanderson@ubs.com,,Salesforce
10834849,Inactive Investor,Timothy Cortney,Financial Advisor,Edward Jones Council Bluffs IA 1505 W Broadway,timothy.cortney@edwardjones.com,,Salesforce
11029656,Inactive Investor,Charles Santoro,,"Mesirow Financial, Inc. Brentwood TN 3 Maryland Farms",,,Salesforce
9613843,,Michael Graziano,,,mgraziano@wetherby.com,,List import
11007728,Inactive Investor,Lauren Wilman,,"Equitable Advisors, LLC Irvine CA 2050 Main St",lauren.wilman@equitable.com,,Salesforce
10977622,Inactive Investor,Nicole Fritz,,Fidelity Brokerage Services LLC Oklahoma City OK 1125 NW 63rd St,,,Salesforce
10950943,Inactive Investor,Paul Shockley,,"Lion Street Financial, LLC",pshockley@lionstreet.com,,Salesforce
11087044,Inactive Investor,Steve Landefeld,,"CNR Securities, LLC Chicago IL 225 W Washington St",steve.landefeld@cnr.com,,Salesforce
10603852,,Philip Palumbo,"Chief Executive Officer, Chief Investment Officer, Founder, Managing Member",Palumbo Wealth Management LLC,philip.palumbo@palumbowm.com,,List import
11188152,Inactive Investor,David McNamara,Financial Advisor;Senior Vice President,Morgan Stanley Charleston SC 850 Morrison Dr,david.mcnamara@morganstanley.com,,Salesforce
10868958,Inactive Investor,Fred Hunt,Market Director,Thrivent Investment Management Inc. Butler MO 3 W Dakota St,fred.hunt@thrivent.com,,Salesforce
373633,,Andrew Richardson,,[Unknown],andrew@trinitysitesoftware.com,,source
11235377,Inactive Investor,Joseph Kent,Wealth Management Advisor,"Capita Financial Network, LLC",jkent@capitaonline.com,,Salesforce
11127476,Inactive Investor,Timothy Rennich,,"Osaic Wealth, Inc. Minot ND Private Residence",,,Salesforce
10662263,,Michael Marino,,,michael.marino@aleragroup.com,,List Import
10757907,Inactive Investor,Mark Bachman,Financial Advisor,Edward Jones Lapeer MI 110 N Saginaw St,mark.bachman@edwardjones.com,,Salesforce
11012417,Inactive Investor,Zachary Poker,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",,,Salesforce
11153837,Inactive Investor,Daniel McElwain,,"Wells Fargo Clearing Services, LLC El Cerrito CA 9800 San Pablo Ave",dan.mmcelwain@wellsfargo.com,,Salesforce
9583833,,Andrew Gentiluomo,,,gentiluomo_andrew@nlvmail.com,,List import
9584045,,Anna Moore,,,a.moore@fi.com,,List import
10790145,Inactive Investor,Douglas Gardner,,Cetera Advisors LLC Colorado Springs CO Private Residence,douglas.gardner@ceteraadvisors.com,,Salesforce
9588215,,James Clark,"Chief Compliance Officer, Financial Advisor, Managing Director, Regulatory Contact",Worth Asset Management,jclark@worthassetmgmt.com,,List import
9545854,,Michael Ceci,,,mceci@ft.newyorklife.com,,List import
10615082,,Alan Greenberg,"Executive Director - Wealth Management, Financial Advisor, Senior Portfolio Management Director, Workplace Advisor - Equity Comp",,alan.r.greenberg@morganstanley.com,,List Import
10846838,Inactive Investor,Joshua Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9599128,,Jordan Mills,,,jmills@wipflifinancial.com,,List import
11081118,Inactive Investor,Hannah Alexander,,"Northwestern Mutual Investment Services, LLC Franklin TN 501 Corporate Centre Dr",hannah.alexander@nm.com,,Salesforce
10489377,,Robert Frey,"Financial Advisor, Senior Portfolio Manager, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",rob.frey@rbc.com,972-612-2907,List Import
10987158,Inactive Investor,Eugene Williams,,"Allstate Financial Services, LLC Las Vegas NV 1945 Village Center Cir",eugenewilliams@allstate.com,,Salesforce
11144586,Inactive Investor,David Shorr,Managing Director;Private Wealth Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,david.shorr@morganstanleypwm.com,,Salesforce
11113595,Inactive Investor,Mariam Kiyam,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayne NJ 1210 Hamburg Tpke",mariam.kiyam@wellsfargo.com,,Salesforce
10810453,Inactive Investor,Daniel Cuddy,,"Cambridge Investment Research, Inc. Las Vegas NV 10161 Park Run Dr",,,Salesforce
11066397,Inactive Investor,Darrin Crabtree,Owner,PFS Investments Inc. Delray Beach FL 235 NE 6th Ave,dcrabtree@primerica.com,,Salesforce
45612,,Richard Dipasquale,,"MML Investors Services, LLC",rdipasquale@massmutual.com,,
10762965,Inactive Investor,Guy Loftin,Financial Advisor,LPL Financial LLC Olive Branch MS 5270 Forest Hill Dr N,guy.loftin@lpl.com,,Salesforce
10021149,,Sean Cassano,,,smc0317@gmail.com,,Web Form Fillout
9602577,,Donald Levey,,,thedon@donlevey.com,,List import
10848373,Inactive Investor,Vicky Labuguen,Trading Specialist,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,vlabuguen@rwbaird.com,,Salesforce
9600054,,Albert Treat,,,ajtreat@gmail.com,,List import
9605057,,Christian Kallen,,,ckallen@hamiltonlane.com,,List import
10956741,Inactive Investor,John Paros,Financial Advisor,"MML Investors Services, LLC Johnstown PA 334 Budfield St",jparos@financialguide.com,,Salesforce
10793658,Inactive Investor,Thomas Malinowski,Financial Advisor;Founding Partner;Managing Director;President,"Renaissance Investment Group, LLC",,,Salesforce
11033065,Inactive Investor,Jaime Quinones,Financial Advisor,LPL Financial LLC Marlboro NJ 25 N Main St,jaime.quinones@lpl.com,,Salesforce
9602025,,jj watt,,,j@g.co,,List import
10891426,Inactive Investor,Sally Waddell,,Country Capital Management Company Stronghurst IL 406 E Main,sally.waddell@countryfinancial.com,,Salesforce
10798986,Inactive Investor,Thomas Bent,,PFS Investments Inc. Cranford NJ 340 N Ave E,thomas.bent@primerica.com,,Salesforce
11155910,Inactive Investor,Richard Griffin,National Sales Director,PFS Investments Inc. Albuquerque NM 100 Sun Ave NE,56447@primerica.com,,Salesforce
11153149,Inactive Investor,George Johnson,,Jefferies LLC,,,Salesforce
10647371,,Bryan Andersen,,,bpandersen@financialguide.com,,List Import
11176884,Inactive Investor,Cynthia Kelley,,Oppenheimer & Co. Inc. Spring TX 2445 Technology Forest Blvd,,,Salesforce
5121069,,Brian Kelly,,,bkelly480805@gmail.com,8436062255,Web Form Fillout
10940576,Inactive Investor,Austin Mayo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10753163,Inactive Investor,Charles Rocco,Managing Partner;Owner;Partner,MONECO Advisors,charlie@monecoadvisors.com,,Salesforce
10774451,Inactive Investor,Laura Horvath,,Morgan Stanley Chapel Hill NC 6340 Quadrangle Dr,laura.horvath@morganstanley.com,,Salesforce
10983465,Inactive Investor,Noe Ramirez,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",,,Salesforce
11009932,Inactive Investor,Robert Chappell,,"Ameriprise Financial Services, LLC Biddeford Pool ME Private Residence",rchappell@scfsecurities.com,,Salesforce
11005100,Inactive Investor,Salvatore Ianniello,Financial Planning Associate,Morgan Stanley,salvatore.ianniello@morganstanley.com,,Salesforce
10887716,Inactive Investor,Stephen Fox,,PFS Investments Inc. Johnson City TN 4132 Bristol Hwy,stephen.fox@primerica.com,,Salesforce
10914935,Inactive Investor,Shahzad Qadri,General Counsel,SAR Wealth Management,,,Salesforce
11174931,Inactive Investor,Seth Krussman,Financial Planner,"Osaic Wealth, Inc. Hillsboro OR 4660 NE Belknap Ct",,,Salesforce
11213596,Inactive Investor,Charlie Barrios,,The Huntington Investment Company Orland Park IL 15650 S 94th Ave,charlie.a.barrios@huntington.com,,Salesforce
10910914,Inactive Investor,Nicholas Harter,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",nick.harter@nm.com,,Salesforce
10851884,Inactive Investor,Larry Elkin,President,"Palisades Hudson Asset Management, L.P.",larry@palisadeshudson.com,,Salesforce
11203377,Inactive Investor,Jonathan Hicks,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Principal,"J. Hagan Capital, Inc.",jon@jhagancapital.com,,Salesforce
11239132,Inactive Investor,Will Sneed,,Dixon Hughes Goodman Wealth Advisors,will.sneed@dhgwa.com,,Salesforce
9540703,,Dominic Dawkins,,,dominic@rdheritage.com,,List Import
11238801,Inactive Investor,Ed Robertiello,,Blueprint Capital Advisors,ed@blueprintllc.com,,Salesforce
333306,,Matt Gotlin,,BDO Wealth,mgotlin@bdowealth.com,,Manual List Upload
11221085,,Jeffrey Schulte,,,jschulte@wealthenhancement.com,,List Import
10927422,Inactive Investor,Martin Bailey,,"Allstate Financial Services, LLC Augusta ME 303 State St",martinbailey@allstate.com,,Salesforce
11121535,Inactive Investor,Joel North,Financial Advisor;Senior Financial Representative,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",north.joel@principal.com,,Salesforce
11216985,,Erik Knutzen,,,erik.knutzen@nb.com,,Other
10873902,Inactive Investor,Tracy Ginn,,LPL Financial LLC Lafayette IN 2020 Union St,tracy.houchin@lpl.com,,Salesforce
11055006,Inactive Investor,Kelli Gerkin,Registered Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,,,Salesforce
10893762,Inactive Investor,Peter Boukheir,Client Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,,,Salesforce
10799374,Inactive Investor,Gray Setaro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11066241,Inactive Investor,Christopher Heath,,"The Leaders Group, Inc.",,,Salesforce
11230961,Inactive Investor,Tiffany Blacksten,Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Collins CO 2950 E Harmony Rd",tiffany.blacksten@ml.com,,Salesforce
200948,,Amy Thornton,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, Llp",adomini@lwcotrust.com,617-523-6531,Manual List Upload
10488868,,Jesse Abercrombie,Financial Advisor,Edward Jones Plano TX 5850 Granite Pkwy,jesse_abercrombie@yahoo.com,972-239-0852,List Import
368261,,Makeith Hedgpeth,Investor,,makeithhotep@yahoo.com,9849207975,Webinar
9548480,,Dian Bagus Subekti,,,bagussubekti28@gmail.com,,List import
9580133,,Jason Kahn,,,jkahn@lexpartners.com,,List import
11095500,Inactive Investor,Gary Klazmer,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 40 Monument Rd",gary.klazmer@equitable.com,,Salesforce
11041557,Inactive Investor,Mandy Chang,,J.P. Morgan Securities LLC Walnut CA 300 N Lemon Ave,mandy.chang@chase.com,,Salesforce
9638207,,Kazuki Nohdomi,,,knohdomi@nicolawealth.com,,List import
11203728,Inactive Investor,Stephanie Toms,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,stephanie.toms@gs.com,,Salesforce
9587453,,Wahyu Nur Ihsan,,,wahyupeloy21@gmail.com,,List import
10766407,Inactive Investor,Diana De Leon,Client Service Associate,Morgan Stanley Houston TX 2800 Post Oak Blvd,diana.deleon@morganstanley.com,,Salesforce
10894236,Inactive Investor,Tina Anders,Owner;Principal,Anders Wealth Management Inc,,,Salesforce
9608170,,clint graham,,,clintgraham76@gmail.com,,List import
11066879,Inactive Investor,Michael Jamal,Senior Wealth Advisor,Citigroup Global Markets Inc. Glendale CA 400 N Central Ave,michael.jamal@citi.com,,Salesforce
117755,,Natalie Wyzgowski,Financial Advisor,"VALIC Financial Advisors, Inc.",natalie.wyzgowski@valic.com,714-817-8100,
9605036,,Deborah Bickerstaff,,,dbickerstaff@federatedinv.com,,List import
221238,,?????? ??????,,Ø§ÙˆØ³ÙƒØ§Ø± Ø§ÙˆØ³ÙƒØ§Ø±,haimoscar514@gmail.com,,Organic Search
9582535,,Douglas Bryant,,,douglas.bryant@voyafa.com,,List import
10822981,Inactive Investor,Scott Kurkjian,Senior Vice President;Wealth Advisor,HighPoint Planning Partners Naperville IL 55 Shuman Blvd,scott.kurkjian@hiptpartners.com,,Salesforce
11080227,Inactive Investor,Marissa Salgado,Financial Advisor,Edward Jones Odessa TX 7270 State Hwy 191,marissa.salgado@edwardjones.com,,Salesforce
11095464,Inactive Investor,Beth Loop,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated State College PA 475 Rolling Ridge Dr",beth.loop@ml.com,,Salesforce
9567901,,Rodney Hass,,,rodney@rflwm.com,,List import
11172288,Inactive Investor,James Egan,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
11201608,Inactive Investor,Dawn Costa,,Edward Jones Englewood CO 3333 S Bannock St,dawn.costa@edwardjones.com,,Salesforce
11012169,Inactive Investor,Johan Arnoer,,"SEB Securities, Inc.",,,Salesforce
11022632,Inactive Investor,Krista Clearwater,,J.P. Morgan Securities LLC Grass Valley CA 428 Brunswick Rd,,,Salesforce
11095939,Inactive Investor,Jerry Nightingale,Chief Compliance Officer;Financial Advisor;Owner,Nightingale Financial Advisory Fremont CA Private Residence,,,Salesforce
11186958,Inactive Investor,Rohan Shah,,Goldman Sachs & Co.,,,Salesforce
11201540,Inactive Investor,Lance Evans,Wealth Advisor,"Northwest Wealth Management, LLC Spirit Lake IA 1008 18th St",,,Salesforce
9647058,,Ronald Frank,,,ronald.gilmore@ceteraadvisors.com,,List import
10979807,Inactive Investor,Jorge Mullen,,"Prudential Annuities Distributors, Inc",jorge.mullen@prudential.com,,Salesforce
10909644,Inactive Investor,Chad Brown,,"Charles Schwab & Co., Inc. Hartsdale NY Private Residence",chad.brown@schwab.com,,Salesforce
10968997,Inactive Investor,Erin Skidmore,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11230626,Inactive Investor,Steven Helfer,Financial Advisor,"Ameriprise Financial Services, LLC Newton Lower Falls MA 2221 Washington St",steven.helfer@ampf.com,,Salesforce
10983617,Inactive Investor,Erika Montanaro,,"Frost Brokerage Services, Inc. McAllen TX 1901 W Nolana Ave",erika.montanaro@frostbank.com,,Salesforce
11139164,Inactive Investor,Brandon Ko,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,brandon.ko@jpmorgan.com,,Salesforce
346716,,Conrad Herrmann,Manager,Aquila Investment Management Llc,cherrmann@aquilafunds.com,212-697-6666,Manual List Upload
9847576,,William Morthel,,,william.morthel@morganstanley.com,,Web Form Fillout
11028861,Inactive Investor,Cecilia Brewington-Pettigrew,,"First Command Brokerage Services, Inc. Radcliff KY 1003 N Wilson Rd",cbpettigrew@firstcommand.com,,Salesforce
10891827,Inactive Investor,Alexander Irwin,,Fidelity Brokerage Services LLC,,,Salesforce
11051171,Inactive Investor,Aubrey Coleman,,The O.N. Equity Sales Company Fort Collins CO 4025 Automation Way,,,Salesforce
148025,,Kevin Collins,,[Unknown],collinskevin083@gmail.com,,
11198948,Inactive Investor,Jonathan Arnold,,J.P. Morgan Securities LLC Birmingham AL 333 Green Springs Hwy,,,Salesforce
11204063,Inactive Investor,Jodi Vleck,Chief Executive Officer;President;Senior Wealth Manager,"Beta Wealth Group, Inc",jodi@betawealthgroup.com,,Salesforce
11122956,Inactive Investor,Edward Madara,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,edward.s.madara@jpmorgan.com,,Salesforce
11143129,Inactive Investor,Andrew Craven,,"MML Investors Services, LLC",,,Salesforce
10783633,Inactive Investor,Renee Reksc,,"Cadaret, Grant & Co., Inc. Binghamton NY 1249 Upper Front St",rreksc@cadaretgrant.com,,Salesforce
9544408,,Roy Lin,,,roy.lin@unionbank.com,,List import
10798253,Inactive Investor,John Sawyer,,NYLIFE Securities LLC Clarksdale MS 110 Sharkey Ave,jsawyer@ft.newyorklife.com,,Salesforce
10867742,Inactive Investor,Daniel Wohlgemuth,Chief Compliance Officer,49 Financial,,,Salesforce
10881179,Inactive Investor,Linda Vanauken,Financial Advisor,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",linda.vanauken@raymondjames.com,,Salesforce
11174749,Inactive Investor,Nicole Sheriff,Financial Advisor,Edward Jones Woodstock GA 13190 Hwy 92,nicole.sheriff@edwardjones.com,,Salesforce
11009960,Inactive Investor,David Uchansky,,NYLIFE Securities LLC Los Angeles CA Private Residence,djuchansky@ft.newyorklife.com,,Salesforce
10776838,Inactive Investor,Kristopher Tedeschi,Financial Advisor;Senior Vice President - Investments,&Partners Hingham MA Private Residence,kristopher.tedeschi@wellsfargoadvisors.com,,Salesforce
11027396,Inactive Investor,Nicholas Grove,,"VALIC Financial Advisors, Inc. Baton Rouge LA 8545 United Plaza Blvd",nicholas.grove@valic.com,,Salesforce
9621522,,Patrick Murphy,,,crypto@tjmbrokerage.com,,List import
10909736,Inactive Investor,Yutong Huang,Financial Advisor,TD Private Client Wealth LLC,yutong.huang@td.com,,Salesforce
10766035,Inactive Investor,Dana Bennett,Financial Consultant,"Wells Fargo Clearing Services, LLC Westlake Village CA 2829 Townsgate Rd",dana.bennett@wellsfargoadvisors.com,,Salesforce
10909318,Inactive Investor,Richard Griffin,,PFS Investments Inc. Sugar Grove PA 12A Main St,60916@primerica.com,,Salesforce
10617809,,David Helverson,,,david.a.helverson1@wellsfargoadvisors.com,,List Import
11138701,Inactive Investor,Sarah Zappone,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
11047508,Inactive Investor,Colleen Kavanaugh,Financial Consultant,"Equitable Advisors, LLC Ballston Spa NY 101 State Farm Pl",colleen.kavanaugh@equitable.com,,Salesforce
11075229,Inactive Investor,Lili Huang,Managing Director,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
9616095,,Rok Remec,,,rok.remec@gmail.com,,List import
11044372,Inactive Investor,Scott Pritchard,,Edward Jones Bethel Park PA 2940 S Park Rd,,,Salesforce
11061667,Inactive Investor,Stacy Logay,,UBS Financial Services Inc. Boulder CO 1801 13th St,,,Salesforce
10961036,Inactive Investor,Neko Gilbert,,Fidelity Brokerage Services LLC,,,Salesforce
10889269,Inactive Investor,Walter Dixon,Chief Compliance Officer;Investment Manager;Principal,Augusta Capital LLC,,,Salesforce
10656067,,Jack Cannata,,,jcannata@commonwealth.com,,List import
144387,,Noah Londer,,[Unknown],noah_londer@yahoo.com,,source
10858601,Inactive Investor,Matthew Nelson,,"Harbour Investments, Inc. La Crosse WI 700 3rd St N",,,Salesforce
11010556,Inactive Investor,William Krausch,,"N.I.S. Financial Services, Inc.",,,Salesforce
10953623,Inactive Investor,Andrew Finley,,Cash App Investing LLC,,,Salesforce
10791321,Inactive Investor,Patrice Hightower,,"Avantax Investment Services, Inc. Houston TX 1400 Hermann Dr",,,Salesforce
10947939,Inactive Investor,Jennifer Perkins,Member,"Acara Capital Management, LLC",jennifer.perkins@acarawealth.com,,Salesforce
10922884,Inactive Investor,Kimberly Saja,Client Concierge;Operations Manager,"Ameriprise Financial Services, LLC Litchfield CT 7 North St",kimberly.stankus@ampf.com,,Salesforce
11006390,Inactive Investor,James Chantry,,"Allstate Financial Services, LLC Citrus Heights CA 7011 Sylvan Rd",jameschantry@allstate.com,,Salesforce
10807368,Inactive Investor,Matthew Lacroix,,"Northwestern Mutual Investment Services, LLC Deerfield IL 500 Lake Cook Rd",matthew.lacroix@nm.com,,Salesforce
11001078,Inactive Investor,Michael Dowd,,Edward Jones Marthasville MO Private Residence,,,Salesforce
10603662,,Andrew Milgram,"Chief Investment Officer, Managing Partner, Regulatory Contact","Marblegate Asset Management, LLC",andrew@marblegate.com,,List Import
11143837,Inactive Investor,Benjamin Katsel,Financial Advisor Trainee,Edward Jones Tucson AZ 65197 E Rocky Mesa Dr,,,Salesforce
11115420,Inactive Investor,Christine Cao,Financial Advisor,Edward Jones Citrus Heights CA 7777 Greenback Ln,christine.cao@edwardjones.com,,Salesforce
11211054,Inactive Investor,Kenneth Yuen,,Stonex Securities Inc. Rowland Heights CA 17700 Castleton St,kenneth.yuen@saswealth.com,,Salesforce
11125486,Inactive Investor,Kyle Harlow,Financial Advisor,Edward Jones Elk Grove CA 9381 E Stockton Blvd,kyle.harlow@edwardjones.com,,Salesforce
9619644,,Brent Petersen PETERSEN,,,brentawd@outlook.com,,List import
10943239,Inactive Investor,George Ray,,B. Riley Wealth Management Nacogdoches TX 118 E Hospital St,,,Salesforce
10843264,Inactive Investor,Gretchen Iudiciani,,State Farm VP Management Corp.,,,Salesforce
171278,,cleaneo bracelet,,[Unknown],cleaneobracelet@gmail.com,,
10822166,Inactive Investor,Kenneth Wedel,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Salina KS 144 S Santa Fe Ave",david.wedel@wfafinet.com,,Salesforce
11233159,Inactive Investor,Jeremy Larson,Manager,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",jeremy.larson@wellsfargoadvisors.com,,Salesforce
10798718,Inactive Investor,Arnold Alpert,,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,arnold.alpert@ubs.com,,Salesforce
11172081,Inactive Investor,John Olin,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,john_olin@vanguard.com,,Salesforce
10867762,Inactive Investor,Dennis Bull,,"Avantax Investment Services, Inc. Lexington SC Private Residence",,,Salesforce
9547637,,Ted Dowding,,,ted@tdcommercialgroup.com,,List import
10975536,Inactive Investor,Sean Martin,,Mutual of America Securities LLC,sean.martin@mutualofamerica.com,,Salesforce
10604510,,Brandon Thors,Registered Service Associate,"Equitable Advisors, LLC",bthors@theprism-group.com,212-314-4600,List Import
10935194,Inactive Investor,Eric Finke,,"Sovran Advisors, LLC",eric.finke@sovranpartners.com,,Salesforce
9554969,,Leslie Penka,,,lpenka@keenwealthadvisors.com,,
11017158,Inactive Investor,Daniel Ryan,,Citigroup Global Markets Inc. Chicago IL 2001 N Halsted St,daniel.ryan@citi.com,,Salesforce
10878959,Inactive Investor,Kyle McClanahan,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,kylemcclanahan.team@fidelity.com,,Salesforce
10966601,Inactive Investor,Christopher Gonzalez,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
10865590,Inactive Investor,David Babb,Chief Compliance Officer;Managing Member;Principal,"Stone Bridge Asset Management, LLC",dbabb@stonebridge-am.com,,Salesforce
10764634,Inactive Investor,Gilbert Valadez,Financial Advisor,"Pruco Securities, LLC. Cave Creek AZ Private Residence",gil.valadez@prudential.com,,Salesforce
11160728,Inactive Investor,Quadril Lawal,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,quadril_lawal@vanguard.com,,Salesforce
10696278,,Lindsay Degrazia,,"THE GOLDMAN SACHS GROUP
INC",lindsay.degrazia@gs.com,,List import
10974400,Inactive Investor,Paul Dean,,"Equity Services, Inc. Atlanta GA 1050 Crown Pointe Pkwy",pdean@nationallife.com,,Salesforce
10830844,Inactive Investor,John Roney,Investment Advisor Representative,LPL Financial LLC Chico CA 2452 Lakewest Dr,john.roney@lpl.com,,Salesforce
11063345,Inactive Investor,Andrea Roll,,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",andrea.roll@raymondjames.com,,Salesforce
204099,,Jeffrey Ruiz,,[Unknown],jruiz424@gmail.com,,
10968493,Inactive Investor,Jami Mansour,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jami.mansour@fmr.com,,Salesforce
11151180,Inactive Investor,Jerry Wan Hua Liao,,PFS Investments Inc. San Jose CA 3031 Tisch Way,wliao@primerica.com,,Salesforce
10970937,Inactive Investor,Jesus Oliveras,,PFS Investments Inc. Conyers GA 2375 Wall St SE,joliveras@primerica.com,,Salesforce
11090544,Inactive Investor,Jesse Crispe,,NYLIFE Securities LLC Castle Pines CO Private Residence,jcrispe@ft.newyorklife.com,,Salesforce
10817619,Inactive Investor,Ryan Blair,Managing Director;President,SFMG Wealth Advisors,,,Salesforce
10858131,Inactive Investor,Edward Zeller,,Cetera Advisor Networks LLC Lawrence KS 3320 Mesa Way,zellere@ceteranetworks.com,,Salesforce
10821761,Inactive Investor,Dawn Hines,Financial Advisor,Edward Jones Muncie IN 3310 W Fox Ridge Ln,dawn.hines@edwardjones.com,,Salesforce
11049133,Inactive Investor,Lorraine Speirs,,LPL Financial LLC Colts Neck NJ 9 Professional Cir,lorraine.speirs@lpl.com,,Salesforce
11066785,Inactive Investor,Jacob Staszak,Chief Compliance Officer;Regional Vice President,"Actify Investor Retirements, LLC",,,Salesforce
9573371,,Thomas Rozman,,,tomr@sawtootham.com,,List import
11076048,Inactive Investor,Andrew Powers,Chief Compliance Officer;Co-Owner;Investment Advisor Representative;Owner,Powers Investment Advisory Corporation,,,Salesforce
11006613,Inactive Investor,Dena Livingston,,"Heim, Young & Associates, Inc.",dgrover@heimyoung.com,,Salesforce
11127824,Inactive Investor,Austin Wright,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,austin_wright@vanguard.com,,Salesforce
9627424,,Apoorv Gupta,,,apoorva@uniris.io,,List import
11000116,Inactive Investor,Sebastian Berlingeri,,Deutsche Bank Securities Inc.,,,Salesforce
10926341,Inactive Investor,Tyler Parham,,Cetera Investment Services LLC Glen Allen VA 140 Eastshore Dr,tyler.parham@ceterainvestors.com,,Salesforce
11157262,Inactive Investor,Joel Esquibel,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Albuquerque NM 11199 Montgomery Blvd NE",joel.esquibel@wellsfargo.com,,Salesforce
9575530,,Faouzi Chelghoum,,,fchel.1985@gmail.com,,List import
11217217,,Matthew Geremia,,,mgeremia@commonwealth.com,,Other
10954710,Inactive Investor,Trisha Barnes,Financial Advisor,Edward Jones Saint Marys OH 201 W High St,trisha.barnes@edwardjones.com,,Salesforce
9618379,,James Rollyson,,,jrollyson@blackgoldcap.com,,List import
11008724,Inactive Investor,Jennifer Inigo,,Cetera Advisor Networks LLC Orlando FL 3101 Maguire Blvd,jennifer.inigo@ceterawealth.com,,Salesforce
9551193,,aditya shanker,,,aditya.shanker@bmo.com,,List import
10877987,Inactive Investor,Patricia Alfaro,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",patricia.alfaro@ml.com,,Salesforce
11197143,Inactive Investor,Daewoo Lee,Co-Founder;Member,"Allmerits Asset, LLC",brianlee@allmerits.com,,Salesforce
10816392,Inactive Investor,Robert Conway,Financial Advisor,"Wells Fargo Clearing Services, LLC Shreveport LA 8555 Fern Ave",robert.conway@wellsfargoadvisors.com,,Salesforce
10813583,Inactive Investor,Ronald Warner,,Cetera Advisor Networks LLC San Diego CA 3131 Camino del Rio N,warnerr@ceteranetworks.com,,Salesforce
10854824,Inactive Investor,Karl Meyer,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Jackson WY 500 S Hwy 89,karl.meyer@jpmorgan.com,,Salesforce
11094332,Inactive Investor,Misty Rhoden,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,,,Salesforce
10487283,,Laurel Buchanan,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",laurel.buchanan@ml.com,,List Import
9594406,,Tyler Wilkinson,,,tyler@soltisadvisors.com,,List import
10983754,Inactive Investor,Richard Talbot,,Cetera Investment Services LLC Houston TX 5433 Westheimer Rd,richard.talbot@ceterainvestors.com,,Salesforce
9576386,,Mathurin Rood Junior,,,roodmathurin8@gmail.com,,List import
9599073,,Perry Hoffmeister,,,perry@colterlewis.com,,List import
11014978,Inactive Investor,Brandon Sellers,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
9626663,,Konstantin Ralev,,,konstantin.ralev@gmail.com,,List import
10986390,Inactive Investor,Michael Cao,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
10884762,Inactive Investor,Adam Makkai,,Advisory Services Network Castle Rock CO 509 Wilcox St,,,Salesforce
10910657,Inactive Investor,William Brezette,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",william.brezette@nm.com,,Salesforce
9622601,,David Scher,,,davidalanscher@gmail.com,,List import
11009832,Inactive Investor,Jacqueline Oprean,,"J. Alden Associates, Inc.",joprean@j-alden.com,,Salesforce
10906406,Inactive Investor,Donna Bradley,,Commonwealth Financial Network Modesto CA 3300 Tully Rd,dbradley@commonwealth.com,,Salesforce
10990446,Inactive Investor,Christopher Castanza,,"Farmers Financial Solutions, LLC Belton MO 139 Cherry Hill Dr",,,Salesforce
9606142,,Cedric Kirksey,,,cjkirksey21@gmail.com,,List import
10798227,Inactive Investor,Baylis Gruber,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,bay.gruber@morganstanley.com,,Salesforce
9556376,,William Bruno,,,wbruno13@gmail.com,,List import
10919329,Inactive Investor,Charles Redd,Financial Professional,"MML Investors Services, LLC Tulsa OK 5921 E 97th St",caredd@financialguide.com,,Salesforce
10880452,Inactive Investor,Jessica Quigley,Financial Advisor,Edward Jones Avon IN 10100 E US Hwy 36,jessica.quigley@edwardjones.com,,Salesforce
9581347,,Robert Bein,,,mike.bein@huntington.com,,List import
11157530,Inactive Investor,Jerry Shapiro,,Lincoln Investment Woodland Hills CA 21800 Burbank Blvd,jshapiro@lincolninvestment.com,,Salesforce
11235797,Inactive Investor,Robert Valleau,Managing Partner,Almanack Investment Partners,,,Salesforce
10803704,Inactive Investor,John Aderholdt,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Greensboro NC 717 Green Valley Rd,john.aderholdt@ubs.com,,Salesforce
10883090,Inactive Investor,Nathaniel Hall,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
2434496,,Emilie Kim,,,ys.emilie@gmail.com,,
10827240,Inactive Investor,Nirav Bansal,,Goldman Sachs & Co.,,,Salesforce
11166885,Inactive Investor,Caleb Duckworth,Preferred Program Specialist;Preferred Relationship Manager,"Fifth Third Securities, Inc. South Haven MI 601 Phoenix St",caleb.duckworth@53.com,,Salesforce
10843730,Inactive Investor,Brent Mick,Chief Compliance Officer;Managing Partner;Wealth Manager,"Strategic Retirement Advisors, LLC",brent@strategicretirementadvisors.net,,Salesforce
10611291,,Philip Allopenna,Financial Advisor,,philip.allopenna@prudential.com,,List Import
10833922,Inactive Investor,Eric Van Hevel,Financial Consultant;Lead Financial Consultant,Thrivent Investment Management Inc. Chelsea MI Private Residence,eric.vanhevel@thrivent.com,,Salesforce
10960230,Inactive Investor,Javier Milian,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10957248,Inactive Investor,Jackson Diaz-Cobo,,J.P. Morgan Securities LLC,jackson.diaz-cobo@jpmorgan.com,,Salesforce
10838474,Inactive Investor,Tanzima Ashrafi,Premier Banker,"Wells Fargo Clearing Services, LLC Burke VA 5703 Burke Centre Pkwy",tanzima.ashrafi@wellsfargo.com,,Salesforce
10616344,,Connor Kaminski,,,connor.kaminski@ml.com,,List Import
11135382,Inactive Investor,Karen Owensby,Owner;President,"Wealth Management Associates, Inc. Charlotte NC 3700 Mooreland Farms Rd",,,Salesforce
10886099,Inactive Investor,Vishal Jani,,J.P. Morgan Securities LLC Piscataway NJ 233 Stelton Rd,vishal.jani@jpmorgan.com,,Salesforce
11192388,Inactive Investor,Christopher Spitaletto,,"Allstate Financial Services, LLC Philadelphia PA 7257 Frankford Ave",christopherspitaletto@allstate.com,,Salesforce
9543853,,h g,,,df@gh.com,,List import
11062913,Inactive Investor,James Provinzino,,"Farmers Financial Solutions, LLC Addison IL 240 E Lake St",jprovinzino@farmersagent.com,,Salesforce
10868194,Inactive Investor,David Fishman,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",david.fishman@ampf.com,,Salesforce
9574684,,Jessica Tam,,,jessica.tam@bnymellon.com,,List import
10988801,Inactive Investor,Kolton Quitno,Associate Financial Advisor,Dew Wealth Management,kolton@dewwealth.com,,Salesforce
11109951,Inactive Investor,Michael Wimer,,J.P. Morgan Securities LLC Jupiter FL 728 N US Hwy 1,,,Salesforce
10982444,Inactive Investor,Alexis Zampell,,"Raymond James & Associates, Inc.",alexis.zampell@raymondjames.com,,Salesforce
11106048,Inactive Investor,Christine Mistr,Chief Executive Officer;Owner,"Dominion Financial Consultants, LLC Washington DC 1701 Pennsylvania Ave NW",cmistr@dominionconsult.com,,Salesforce
11002981,Inactive Investor,Lincoln Hurney,Associate Wealth Advisor,"Claro Advisors, LLC",lincoln@claroadvisors.com,,Salesforce
10902407,Inactive Investor,Maya Byrd,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",maya.byrd@ml.com,,Salesforce
10997148,Inactive Investor,Paul Kelbly,Financial Advisor;Staff Manager,"W&S Brokerage Services, Inc. Cincinnati OH 400 Broadway St",paul.kelbly@wslife.com,,Salesforce
10915745,Inactive Investor,George Hoffman,,"Harbour Investments, Inc. Mosinee WI 306 Water St",gshoffman@hirep.net,,Salesforce
11072807,Inactive Investor,Eric Bush,Regional Vice President,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,eric.bush@primerica.com,,Salesforce
220171,,cat mollins,,[Unknown],mgc2877@gmail.com,,
11096152,Inactive Investor,Timothy Lloyd,,Fidelity Brokerage Services LLC Raleigh NC 5404 Granada Hills Dr,timothy.lloyd@fidelity.com,,Salesforce
11045092,Inactive Investor,Brian Freeman,,"Osaic Wealth, Inc. Freehold NJ 222 Schanck Rd",,,Salesforce
9549738,,Matthew Spiegelman,,,matthew.spiegelman@locustwood.com,,List import
9575337,,Thomas Foley,,,tfoley@hightoweradvisors.com,,List import
10916458,Inactive Investor,Mark Bradford,,"Avantax Investment Services, Inc. Loganville GA 1920 Hwy 81",,,Salesforce
11160537,Inactive Investor,William Byers,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",bill.byers@wellsfargoadvisors.com,,Salesforce
9602160,,Sean Sullivan,,,2muchtbone@gmail.com,,List import
10787319,Inactive Investor,Steven Markovic,Regional Vice President,PFS Investments Inc. Port Charlotte FL 1777 Tamiami Trl,steven.markovic@primerica.com,,Salesforce
10867424,Inactive Investor,Joshua Farmer,,Fidelity Brokerage Services LLC Evanston IL 808 Church St,joshua.farmer@fmr.com,,Salesforce
11086045,Inactive Investor,Charlene Gregory,,LPL Financial LLC Chesapeake VA 644 Independence Pkwy,charlene.gregory@lpl.com,,Salesforce
10765005,Inactive Investor,Kristina Lachman,,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,kristina.lachman@ubs.com,,Salesforce
10937542,Inactive Investor,Carroll Klotz,,"Stifel Independent Advisors, LLC Joliet IL 2801 Black Rd",klotzc@stifelindependence.com,,Salesforce
10487811,,Jason Edgerton,Financial Advisor,Certified Financial Strategies Corporation,jason.edgerton@cfscorp.com,,List Import
10893817,Inactive Investor,Nathaniel Neill,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",nathaniel.neill@schwab.com,,Salesforce
10845077,Inactive Investor,Christopher Smith,,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",christopher.a.smith@nm.com,,Salesforce
10902285,Inactive Investor,Tara Cobb,Client Service Specialist;Paraplanner,"Ameriprise Financial Services, LLC Little Rock AR 36 Rahling Cir",tara.b.cobb@ampf.com,,Salesforce
11255178,Inactive Investor,Randal Stephens,Financial Advisor;Investment Advisor Representative,"Blacktower Financial Management (US) LLC Marbella, Malaga Ofc 28 Andasol Business Centre N-340 Km189",,,Salesforce
11069729,Inactive Investor,Richard Keck,,"Farmers Financial Solutions, LLC Tulsa OK 7157 S Braden Ave",rkeck@farmersagent.com,,Salesforce
9555098,,Eric Magac,,,emagac@gladiusgroup.com,,
11178606,Inactive Investor,Ana Menchaca,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",ana.menchaca@schwab.com,,Salesforce
10993703,Inactive Investor,Bajram Elezaj,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Mount Laurel NJ 3047 Rte 38,,,Salesforce
11173285,Inactive Investor,Emma Petit,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",petit.emma@principal.com,,Salesforce
11201284,Inactive Investor,Kari Brown,,"Geneos Wealth Management, Inc. Rochester MN 3428 Lakeridge Pl NW",,,Salesforce
9580923,,Joanna Jadlow,,,jjadlow@rgtadvisors.com,,List Import
370887,,Yanis Pavlik,,Lithuania,yanisamaril@gmail.com,,Salesforce
9636685,,Matthew Volkman,,,matthew@pettinga.com,,List import
9629889,,Benat Sanchez,,,jonbstrader@gmail.com,,List import
11112016,Inactive Investor,Edward Duffy,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Wilmington DE 20 Montchanin Rd,,,Salesforce
10779300,Inactive Investor,Gordon Brown,Financial Advisor,Edward Jones Luling LA 116 Lakewood Dr,gordon.brown@edwardjones.com,,Salesforce
10977082,Inactive Investor,Robert Fales,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",robert.wilson@truist.com,,Salesforce
11003554,Inactive Investor,Sandra Fricks,Chief Compliance Officer;Secretary,Financial Consultants Group Inc,sandee@financialconsultantsgroup.net,,Salesforce
11096701,Inactive Investor,John Landry,,Cetera Advisor Networks LLC Glastonbury CT 95 Glastonbury Blvd,,,Salesforce
10920744,Inactive Investor,Darren James,,LPL Financial LLC Lubbock TX 3309 67th St,darren.james@lpl.com,,Salesforce
10831067,Inactive Investor,Gary Vance,,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,gary.vance@ubs.com,,Salesforce
10995598,Inactive Investor,Joseph Nicholson,,The Huntington Investment Company Stow OH 3311 Kent Rd,joseph.nicholson@huntington.com,,Salesforce
11174406,Inactive Investor,Thomas Brandt,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,thomas_brandt@vanguard.com,,Salesforce
332638,,Wai Kin Leo Chiu,,TBD,waikinchiu@hotmail.com,98639632,
371508,,Colin Murray,,[Unknown],murray.colin43@gmail.com,,Salesforce
10821153,Inactive Investor,James Pogue,,MWA Financial Services Inc. Colorado Springs CO 9524 Federal Dr,james.e.pogue@mwarep.org,,Salesforce
11070867,Inactive Investor,Ramez Khzam,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9454 Wilshire Blvd",ramez.khzam@ml.com,,Salesforce
10836739,Inactive Investor,Larry Kline,Chief Compliance Officer;President,"Gateway Wealth, Inc.",,,Salesforce
11183614,Inactive Investor,Monica Rojas,,PFS Investments Inc. San Antonio TX 4243 E Piedras Dr,rojas.monica@primerica.com,,Salesforce
11058460,Inactive Investor,Gabriel Torres-Trinidad,,Fidelity Brokerage Services LLC Chappaqua NY 480 Bedford Rd,,,Salesforce
338418,,scott hall,,[Unknown],scott.hall@cibc.com,,Event
353217,,Thuy Le,CEO Global,Vinfast,thuky@vingroup.net,,Event
11164267,Inactive Investor,Matthew Huizenga,Investment Consultant,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",,,Salesforce
10806576,Inactive Investor,Timothy Werth,Financial Advisor,Edward Jones Mission Viejo CA 25950 Acero,tim.werth@edwardjones.com,,Salesforce
11132914,Inactive Investor,Matthew Graff,Financial Advisor,Edward Jones Lima OH 2025 N Cable Rd,matthew.graff@edwardjones.com,,Salesforce
10877282,Inactive Investor,Paige Rockwell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11194244,Inactive Investor,Kelvhonda Jackson,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",kjackson@tiaa.org,,Salesforce
11165816,Inactive Investor,Kirk Paterson,,"Allstate Financial Services, LLC Honolulu HI 1259 S Beretania St",kirkpaterson@allstate.com,,Salesforce
147837,,walter maier,,[Unknown],maierwg@aol.com,,
9564107,,Kristi McDermott,,,kmm@3edgeam.com,,List import
10892350,Inactive Investor,Kadish Hagley,,Jefferies LLC Richmond VA 919 E Main St,,,Salesforce
10828656,Inactive Investor,Nicholas Roth,,Morgan Stanley Alpharetta GA 3 Edison Dr,nicholas.roth@morganstanley.com,,Salesforce
9637766,,Michael Joecken,,,joecken@callan.com,,List import
10811492,Inactive Investor,Todd Hyland,Financial Analyst,PFS Investments Inc. Saint Paul MN 3503 Highpoint Dr N,todd.hyland@primerica.com,,Salesforce
10979296,Inactive Investor,Corey Simmons,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",corey.simmons@tiaa.org,,Salesforce
10848239,Inactive Investor,Maher Shoukr,,"Grove Point Investments, LLC",mshoukr@grovepointfinancial.com,,Salesforce
4718588,,Betty Getz,,,rrrmrf@emergentvillage.org,,Web Form Fillout
11139707,Inactive Investor,Jennifer Wu,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",jennifer.wu@nm.com,,Salesforce
9642857,,Jose Antonio del Solar,,,jadelsolar@me.com,,List import
11156937,Inactive Investor,Douglas Morisoli,Chief Compliance Officer;Partner,"The Fairman Group, LLC Berwyn PA 801 Cassatt Rd",dmorisoli@fairmangroup.com,,Salesforce
11103251,Inactive Investor,Wesley Nelson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",wesley.nelson@schwab.com,,Salesforce
10852348,Inactive Investor,Stefan Pellish,Chief Compliance Officer;Managing Member;Principal,"Sightline Wealth Advisors, LLC",apellish@sightlinewa.com,,Salesforce
10790515,Inactive Investor,Richard Lauer,President;Regulatory Contact,Lauer Capital Management Ltd,rtlauer@lauercapital.com,,Salesforce
9613877,,sdfsxcvxcvsdf sadfscxcvvcx,,,asdfsd@gmail.com,,List import
10910074,Inactive Investor,Jennifer Lynch,,Commonwealth Financial Network Sudbury MA 365 Boston Post Rd,,,Salesforce
10616446,,Robert Mandell,,,bob.mandell@opco.com,,List Import
9547224,,Daniel De Souza,,,daniel.caires@yahoo.com,,List import
10836221,Inactive Investor,Douglas Mayes,,"Osaic Wealth, Inc. Denver CO 7114 W Jefferson Ave",,,Salesforce
11158113,Inactive Investor,Daniel Rapacz,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 1700 N Wells St,daniel.j.rapacz@jpmorgan.com,,Salesforce
370500,,jeremiah chechik,,tinroof inc,clicheguild@gmail.com,3109637663,Salesforce
11232382,Inactive Investor,Alexander Collazos,Executive Director;Senior Branch Manager,"Wells Fargo Advisors Financial Network, LLC Miami FL 333 SE 2nd Ave",,,Salesforce
10794024,Inactive Investor,Brandon Deberry,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",brandon.deberry@ml.com,,Salesforce
9569995,,Anthony Ringston,"Financial Advisor, Investment Advisor Representative",,ringston_anthony@nlvmail.com,,List import
11135147,Inactive Investor,Thomas Hicks,Financial Advisor;Vice President - Wealth Management,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,thicks@janney.com,,Salesforce
9600323,,David Burgess,,,david.burgess@thinkingbeyond.com,,List import
350746,,Bethany Parker,Paraplanner,"Barry Investment Advisors, Llc",bparker@barryia.com,888-992-8601,Manual List Upload
11015686,Inactive Investor,Sunny Shields,,State Farm VP Management Corp. Santa Teresa NM 5290 McNutt Rd,,,Salesforce
10830052,Inactive Investor,Eric Peterson,Financial Advisor;First Vice President;Senior Vice President,"RBC Capital Markets, LLC Philadelphia PA 130 N 18th St",eric.peterson@rbc.com,,Salesforce
10824717,Inactive Investor,John Bondea,Managing Principal,"Wells Fargo Advisors Financial Network, LLC Princeton NJ 116 Village Blvd",john.bondea@wfafinet.com,,Salesforce
11053020,Inactive Investor,Therin Cotten,Senior Vice President,LPL Financial LLC Old Tappan NJ Private Residence,therin.cotten@lpl.com,,Salesforce
333953,,Sarah Jankowski,"Chief Operating Officer, managing Partner",Frontier Capital Management Co Llc,sjj@frontiercap.com,617-261-0777,Manual List Upload
160863,,Clark Batten,,[Unknown],clarkbatten@gmail.com,,
11137467,Inactive Investor,Andrea Doolan,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wilmington NC 1985 Eastwood Rd,andrea.c.murphy@ubs.com,,Salesforce
9598100,,Bryan Kiss,,,bryan.kiss@kettlehill.com,,List import
10770303,Inactive Investor,William Floyd,Assistant Vice President;Senior Financial Advisor;Senior Portfolio Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",wfloyd@ml.com,,Salesforce
204491,,Thomas Chladek,,[[Unknown]],thomas.chladek@gmail.com,,Database Upload
11170846,Inactive Investor,John Loehner,,Commonwealth Financial Network Danvers MA Private Residence,jloehner@commonwealth.com,,Salesforce
10884948,Inactive Investor,David Kramer,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11011950,Inactive Investor,Daniel Fung,,NYLIFE Securities LLC San Dimas CA 140 Via Verde,dhfung@ft.newyorklife.com,,Salesforce
11132253,Inactive Investor,Christine Purcell,,Fidelity Brokerage Services LLC,christine.purcell@fidelity.com,,Salesforce
9608786,,Timothy Roach,,,tmr.tr77@gmail.com,,List import
322234,,Cynthia Steiner,,Thrivent Investment Management Inc.,cynthia.steiner@thrivent.com,507-317-0315,
10751482,,Darryl Hill,,,dchill2001@hotmail.com,,Web Form Fillout
11074426,Inactive Investor,Rachel Walter,Financial Professional,"MML Investors Services, LLC Allentown PA 4905 W Tilghman St",rachelmwalter@financialguide.com,,Salesforce
10476790,,Andre Permana,,,andrepermana0599@gmail.com,,Web Form Fillout
10843359,Inactive Investor,Christopher Weng,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. San Jose CA 333 W San Carlos St",chris.weng@raymondjames.com,,Salesforce
11103282,Inactive Investor,Brent Fisk,Financial Consultant,LPL Financial LLC Marlborough MA 865 Donald Lynch Blvd,brent.fisk@lpl.com,,Salesforce
11005094,Inactive Investor,Alicia Williams,Financial Advisor,Edward Jones Eugene OR 132 E Broadway,alicia.williams@edwardjones.com,,Salesforce
10934100,Inactive Investor,Weiyu Lai,,Evercore Group L.L.C.,,,Salesforce
11232450,Inactive Investor,Ryan Gallagher,,"Empower Financial Services, Inc Seven Hills OH Private Residence",ryan.gallagher@empower.com,,Salesforce
11133386,Inactive Investor,Melanie Shor,Client Service Associate,Morgan Stanley Orlando FL 201 E Pine St,melanie.shor@morganstanley.com,,Salesforce
10915643,Inactive Investor,Alan Moravec,Financial Consultant,Thrivent Investment Management Inc. Oak Forest IL 14837 Harbor Dr,alan.moravec@thrivent.com,,Salesforce
10858159,Inactive Investor,Paul Finch,Financial Planner,LPL Financial LLC Cortland OH 3310 Niles Cortland Rd NE,paul.finch@lpl.com,,Salesforce
9632930,,Barry Phipps,,,fist6@hotmail.com,,List import
11191311,Inactive Investor,Droozong Hon,Portfolio Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,droozong.hon@morganstanley.com,,Salesforce
10615179,,Adam Bell,"Financial Advisor, Vice President",,adam.bell@morganstanley.com,,List Import
11209653,Inactive Investor,Joseph Westrup,Financial Advisor,"Financial Dimensions Group, Inc. Saint Paul MN 708 Cleveland Ave SW",jwestrup@fdg-advisors.com,,Salesforce
10825489,Inactive Investor,Lionel Smith,,PFS Investments Inc. Jacksonville FL 1225 W Beaver St,lionel.smith@primerica.com,,Salesforce
230981,, -,,[Unknown],vantebirch88@gmail.com,,
9587946,,PRATIK BHANDARI,,,pratikbhandari@yahoo.com,,List import
10805619,Inactive Investor,Joshua Washington,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10990680,Inactive Investor,Colin Walker,,Integrated Wealth Concepts LLC Portsmouth NH 210 Commerce Way,,,Salesforce
11150762,Inactive Investor,Rachel Austin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10615970,,Constantinos Yianas,,,dean.yianas@lpl.com,,List Import
10788338,Inactive Investor,Anne Spitzer,Account Vice President;Financial Advisor,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,anne.mccollom@ubs.com,,Salesforce
11068920,Inactive Investor,Louis Vingi,Client Associate,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",malone.vingi@wellsfargoadvisors.com,,Salesforce
337693,,Kenneth Burns,Managing Director; Chief Operating Officer; Partner Of Holding Company And Its General Partner,Siguler Guff Advisers Llc,kburns@sigulerguff.com,212-332-5100,Manual List Upload
9583933,,Philip Huber,,,phuber@hwafinancialgroup.com,,List import
10487949,,Matthew White,Wealth Management Advisor,Avantax Advisory Services,mwhite@tillerco.com,,List Import
10657815,,Matthew Lemke,,,matt.lemke@raymondjames.com,,List Import
10982529,Inactive Investor,Muhammad Qadir,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
11025927,Inactive Investor,Alessandro Ruggiero,,"Wells Fargo Clearing Services, LLC Pleasantville NY 44 Washington Ave",,,Salesforce
339012,,Kathleen Daly,Vice President,"Weber Asset Management, Inc.",kathy@weberasset.com,516-326-3299,Manual List Upload
11231195,Inactive Investor,Trent Turner,,LPL Financial LLC El Segundo CA 2041 Rosecrans Ave,,,Salesforce
10778992,Inactive Investor,Edward Turk,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",edward.t.turk@wellsfargoadvisors.com,,Salesforce
11172095,Inactive Investor,Raymond Perry,,PFS Investments Inc. Tuscaloosa AL 2919 8th St,,,Salesforce
11057294,Inactive Investor,Charles Rivers,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,charles.rivers@primerica.com,,Salesforce
9542487,,Marguerite Charles,,,maggcharles@hotmail.com,,List import
11167306,Inactive Investor,Brian Nakaerts,,"Farmers Financial Solutions, LLC Sycamore IL 407 W State St",bnakaerts@farmersagent.com,,Salesforce
10991677,Inactive Investor,Cortney Mathis,,"Sanford C. Bernstein & Co., LLC Miami FL 701 Brickell Ave",cortney.mathis@bernstein.com,,Salesforce
11071255,Inactive Investor,Eleonora Romar,,"ACP Securities, LLC Miami FL 1450 Brickell Ave",,,Salesforce
11006495,Inactive Investor,Jennifer Alberts,,"Ameriprise Financial Services, LLC Rockford IL 7160 Argus Dr",jennifer.l.alberts@ampf.com,,Salesforce
11069883,Inactive Investor,Robert Zola,Senior Wealth Advisor,Winthrop Wealth Boston MA 109 State St,robert.zola@winthropwealth.com,,Salesforce
9628780,,Jin Lin,,,linjin886@gmail.com,,List import
11055850,Inactive Investor,John Watson,Financial Advisor,"Osaic Wealth, Inc. Columbus OH 7544 Pingue Dr",,,Salesforce
10798362,Inactive Investor,Edwin Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",edwin.ramirez2@ml.com,,Salesforce
11141040,Inactive Investor,Michael Lapshin,Financial Advisor,Edward Jones Palm Coast FL 15 Cypress Branch Way,michael.lapshin@edwardjones.com,,Salesforce
9572159,,Thitikorn Ketsakorn,,,thitikornketsakorn@gmail.com,,List import
76760,,Rick Bennett,,United States,bladvantage@live.com,,
10959773,Inactive Investor,Helen Yang,,Thrivent Investment Management Inc.,,,Salesforce
10767989,Inactive Investor,Michael Jaramillo,,PFS Investments Inc. Tucson AZ 5920 E Pima St,michael.jaramillo@primerica.com,,Salesforce
10857541,Inactive Investor,Norman D'Silva,Senior Vice President,PFS Investments Inc. Concord NH 378 Village St,norman.dsilva@primerica.com,,Salesforce
11176402,Inactive Investor,John Johnson,Financial Advisor,LPL Financial LLC Luray VA 15 S Court St,j.r.johnson@lpl.com,,Salesforce
10819473,Inactive Investor,Jeffrey Ware,,J.P. Morgan Securities LLC Madison WI 22 E Mifflin St,jeffreyware@jpmorgan.com,,Salesforce
10775856,Inactive Investor,Michael Rutherford,Private Client Advisor,J.P. Morgan Securities LLC Olympia WA 825 Capitol Way S,michael.w.rutherford@chase.com,,Salesforce
11117131,Inactive Investor,Merima Ramushi,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Niles IL 8500 W Dempster St",merima.ramushi@usbank.com,,Salesforce
11111886,Inactive Investor,Ebele Gunn,,Thrivent Investment Management Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
10880,,Dominic Gatt,Senior Research Analyst,"Titan Advisors, LLC",dgatt@titanadvisors.com,1-203-327-8600,Initial Salesforce Import
340558,,Stephen Neeleman,Member Of The Board Of Managers,Healthequity Advisors,sneeleman@healthequity.com,801-727-1000,Manual List Upload
10962294,Inactive Investor,Rose Mccarthy,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,rose.mccarthy@jpmorgan.com,,Salesforce
209463,,Barry Lowry,,[Unknown],barrycameronlowry@gmail.com,,source
10394101,,Luca Rossi,,,smilingdr4468@gmail.com,,Web Form Fillout
9540748,,William Gramer,,,wgramer@mmm.com,,List Import
10766210,Inactive Investor,Anya Cruz,,UBS Financial Services Inc. Seattle WA 925 4th Ave,anya.ziomkowski@ubs.com,,Salesforce
5419516,,Jim Godby,,,jim.godby@gmail.com,,Web Form Fillout
10897432,Inactive Investor,Kristy Kirkland,Financial Advisor,Edward Jones Seguin TX 109 S River St,kristy.french@edwardjones.com,,Salesforce
344574,,Edgar Nordberg,Chairman,Hollow Brook Wealth Management Llc,enordberg@hballc.com,212-364-1840,Manual List Upload
11027134,Inactive Investor,Stephanie Ratliff,,PFS Investments Inc. Carlsbad CA 2231 Faraday Ave,stephanie.ratliff@primerica.com,,Salesforce
11085359,Inactive Investor,Ethan Kim,,"RBC Capital Markets, LLC",,,Salesforce
36846,,Pavel Zhukau,,Czech Republic,zhukau.pavel@gmail.com,,source
10788159,Inactive Investor,Caryn Vaneynde,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10830403,Inactive Investor,Vincent Murro,,Morgan Stanley South Jordan UT 680 W 10000 S,vincent.murro@morganstanley.com,,Salesforce
11082101,Inactive Investor,Pamela Scott,,"WesBanco Securities, Inc. Bridgeport WV 1130 Johnson Ave",,,Salesforce
11264706,Inactive Investor,Joseph Kaufman,,Citigroup,joseph.kaufman@citi.com,,Salesforce
10785117,Inactive Investor,Matthew Swaffin-Smith,Executive Director;Financial Advisor;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,matthew.swaffin-smith@morganstanley.com,,Salesforce
9573773,,Dane Robinson,,,dane.robinson@huntington.com,,List import
9640356,,Cliff White,,,cliff.white@morganstanleygraystone.com,,List import
10819952,Inactive Investor,Bruce Vollrath,,"LaSalle St Securities, L.L.C. Frankfort IL 14 Hickory St",bvollrath@lasallest.com,,Salesforce
10785327,Inactive Investor,John Iodice,,Fidelity Brokerage Services LLC Atlanta GA 5 Concourse Pkwy,john.iodice@fidelity.com,,Salesforce
11029994,Inactive Investor,Eric Carlson,Financial Advisor,LPL Financial LLC Fargo ND 1142 17th St N,,,Salesforce
9607497,,Aviral Srivastava,,,avirals100@gmail.com,,List import
10945787,Inactive Investor,Todd Kelly,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Knoxville TN 800 S Gay St",,,Salesforce
10992100,Inactive Investor,Emmanuel Saavedra Bazan,,NYLIFE Securities LLC Santa Rosa CA 149 Stony Cir,ebazan@ft.newyorklife.com,,Salesforce
9601378,,Steven Weryha,,,sweryha@hbksorce.com,,List import
11162342,Inactive Investor,Joseph Cronin,Financial Professional,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",joseph.cronin@prudential.com,,Salesforce
9590197,,??????? ????????,,,shvel_01@mail.ru,,List import
9555315,,Michael Wilson,,,mwilson@1251capital.com,,List import
332918,,Damon Roberts,Member,Acute Investment Advisory,damon@acutewealthadvisors.com,480-620-6907,Manual List Upload
9597792,,Michael Carney,,,mcarney@evokeadvisors.com,,List import
10773377,Inactive Investor,Denise Keller,Client Service Associate,Morgan Stanley Jacksonville FL 50 N Laura St,denise.keller@morganstanley.com,,Salesforce
10908004,Inactive Investor,Geoffrey Stark,,LPL Financial LLC Port Orchard WA 7543 Hawkstone Ave SW,geoffrey.stark@lpl.com,,Salesforce
9552976,,Reyn Wicklund,,,rwicklund@scfinc.com,,List import
11229427,Inactive Investor,Alvina Mayilyan,,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",,,Salesforce
9590301,,mike l,,,fla448@yahoo.com,,List import
9571157,,Steven Dickerson,,,sdickerson@senatorlp.com,,List import
10866165,Inactive Investor,Cole Ingram,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",cole.ingram@schwab.com,,Salesforce
10856270,Inactive Investor,Rita Bunch,,"4Wealth Advisors, Inc.",dbunch@4wealthfg.com,,Salesforce
9554757,,David Grodin,,,dgrodin@massmutual.com,,List import
10984225,Inactive Investor,Nathan Smith,,Cetera Investment Services LLC Merrillville IN 6101 Harrison St,,,Salesforce
10913541,Inactive Investor,Gregory Fontana,Chief Compliance Officer;Managing Partner,"Convergent Capital Partners, LLC",,,Salesforce
11198127,Inactive Investor,Hal Brown,,Maxim Group LLC,hbrown@maximgrp.com,,Salesforce
11148812,Inactive Investor,James Montmorency,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. Kalamazoo MI 555 W Crosstown Pkwy,james.montmorency@opco.com,,Salesforce
351966,,Heidi Vaughan,Bookkeeper,"Financial Counseling, Inc.",heidi.vaughan@fincounsel.com,937-748-8710,Manual List Upload
10870353,Inactive Investor,Lynnette McGill-Koehn,Financial Advisor,LPL Financial LLC Merced CA 104 Park Ave,lynnette.mcgill-koehn@lpl.com,,Salesforce
11104861,Inactive Investor,Andres Lopez,Financial Professional,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",andres.lopez@equitable.com,,Salesforce
11032773,Inactive Investor,Theresa Moultrie,,J.P. Morgan Securities LLC Huntington Beach CA 18501 Main St,theresa.moultrie@chase.com,,Salesforce
10531873,Inactive Investor,Chris Kervick,FI specialist,Charles Schwab,chris.kervick@schwab.com,8772168814,List Import
9567430,,Mary Williams,,,ooshy@aol.com,,List import
10865946,Inactive Investor,Thomas Kernan,,State Farm VP Management Corp. Rochester NY 3221 Chili Ave,,,Salesforce
10927527,Inactive Investor,Muskaan Agarwal,,Citigroup Global Markets Inc.,,,Salesforce
10971822,Inactive Investor,Nicolas Souffrant,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,nicolas.souffrant@fmr.com,,Salesforce
10834270,Inactive Investor,Navid Kanani,Chief Compliance Officer;President,Kanani Advisory Group Inc.,,,Salesforce
11095805,Inactive Investor,Thomas Cartee,Wealth Manager,Sheets Smith Wealth Management,tcartee@sheetssmith.com,,Salesforce
203351,,John Domenico,,[[Unknown]],john71domenico@yahoo.com,,Initial Salesforce Import
11036946,Inactive Investor,Justin Sandstrom,Financial Planning Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",justin.sandstrom@equitable.com,,Salesforce
9549337,,Edward Mashkovich,,,edward.mashkovich@centivacapital.com,,List import
10975506,Inactive Investor,Garlie Lamb,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
11053933,Inactive Investor,Lloyd McGlincy,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Indianapolis IN 800 E 96th St,lloyd.mcglincy@morganstanley.com,,Salesforce
11223204,,Harlan Flint,,,harlan@longviewasset.com,,List import
10923024,Inactive Investor,Gregory Harvey,Investment Advisor Representative,GWN Securities Inc. Fort Pierce FL Private Residence,gharvey@gwnsecurities.com,,Salesforce
10941162,Inactive Investor,Morgan Quinlan,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10921273,Inactive Investor,Joseph Price,,"Charles Schwab & Co., Inc. Wayne PA 100 W Matsonford Rd",,,Salesforce
9640978,,l z,,,zhengliok666@gmail.com,,List import
11134753,Inactive Investor,William Kirkpatrick,Financial Advisor,"Pruco Securities, LLC. Cedar Rapids IA 5250 N Park Pl NE",william.kirkpatrick@prudential.com,,Salesforce
336503,,Jonathan Kaplan,Chief Operating Officer And General Counsel,River Canyon Fund Management Llc,jkaplan@canyonpartners.com,214-253-6000,Manual List Upload
9642163,,James Parker,,,jimmyjam009@yahoo.com,,List import
10868318,Inactive Investor,Walter Cumiford,Financial Advisor,LPL Financial LLC Clovis CA 536 Woodworth Ave,walter.v.cumiford@lpl.com,,Salesforce
11174639,Inactive Investor,Clarence Cook,,"Raymond James Financial Services, Inc. Montgomery AL 6925 Halcyon Park Dr",penton.cook@raymondjames.com,,Salesforce
11164406,Inactive Investor,Daryl Zumhofe,,"Farmers Financial Solutions, LLC Kennewick WA 5150 W Clearwater Ave",dzumhofe@farmersagent.com,,Salesforce
11220091,,Lily Wicker,,,lwicker@cifc.com,,Other
10935620,Inactive Investor,Whitney Burton,,"Wells Fargo Advisors Financial Network, LLC Clemson SC 218 Frontage Rd",whitney.burton@wellsfargoadvisors.com,,Salesforce
10805181,Inactive Investor,Lynn Shaw,Managing Director;Private Wealth Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",lynn.shaw@raymondjames.com,,Salesforce
340279,,Kimberly Meehl,Research Assistant,"Copley Investment Management, Llc",kimberlymeehlatcim@gmail.com,910-452-7147,Manual List Upload
10758395,Inactive Investor,Sandra Hill,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,sandra.hill@fidelity.com,,Salesforce
144647,,Fuxiao Su,,"Transamerica Financial Advisors, Inc",fuxiao.su@transamerica.com,678-638-0200,
10956384,Inactive Investor,Kristine Paredes,,"Wells Fargo Clearing Services, LLC Berkeley CA 2144 Shattuck Ave",kristine.v.paredes@wellsfargo.com,,Salesforce
11135923,Inactive Investor,Sidney Toratti,,Fidelity Brokerage Services LLC Fort Worth TX Private Residence,,,Salesforce
11074826,Inactive Investor,Philip Gallant,Chief Compliance Officer;Investment Advisor Representative;Managing Partner,"Optimus Wealth Management Group, Inc.",phil@theoptimusgroupllc.com,,Salesforce
10068045,,Chris Blizzard,,,onemanonedogtheatre@yahoo.com,,Web Form Fillout
11181509,Inactive Investor,David Sullivan,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Portland ME 4 City Ctr",david.sullivan@tiaa.org,,Salesforce
11164800,Inactive Investor,Shawna Hurst,Assistant Vice President;Associate Financial Advisor,Robert W. Baird & Co. Incorporated Minneapolis MN 7650 Edinborough Way,shurst@rwbaird.com,,Salesforce
10893013,Inactive Investor,Thomas Spuhler,,"Ameritas Investment Company, LLC Garden City NY 401 Franklin Ave",tspuhler@ameritas.com,,Salesforce
350433,,Terence Hogan,President,"Addison Clark Management, L.L.C.",thogan@addisonclark.com,1-203-222-4000,Initial Salesforce Import
11006045,Inactive Investor,Suzette Gonzalez,,Citigroup Global Markets Inc.,,,Salesforce
9572252,,Paul Czkwianianc,,,paulc@questpartnersllc.com,,List import
11043540,Inactive Investor,Jesse Palmer,,TradeWeb L.L.C,jesse.palmer@tradeweb.com,,Salesforce
11056227,Inactive Investor,Gregory Lankston,,"Ameriprise Financial Services, LLC Renton WA 126 Wells Ave S",,,Salesforce
11019006,Inactive Investor,Anthony Schaub,,J.P. Morgan Securities LLC Summit NJ 69 Summit Ave,anthony.schaub@jpmorgan.com,,Salesforce
10982832,Inactive Investor,Leidy Camacho,,J.P. Morgan Securities LLC Miami FL 150 SE 2nd Ave,leidy.d.alzate@chase.com,,Salesforce
10840731,Inactive Investor,Alfonso Jimenez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 8840 SW 136th St",alfonso2.jimenez@ml.com,,Salesforce
141698,,Richard Foster,,Sabine Capital Partners LLC,todd@sabinecapital.com,(214) 579-9870,Organic Search
219675,,Benad Shoef,,[Unknown],benadshoef@gmail.com,,source
9581993,,Ahmad Naseer,,,ahmad.naseer9@gmail.com,,List import
3340453,,liang chen,,,cl28488148@gmail.com,,Web Form Fillout
9582693,,Charles Bledsoe,,,charles.e.bledsoe@suntrust.com,,List import
11071352,Inactive Investor,Taylor Ranker,,"Kestra Investment Services, LLC Lemoyne PA 1027 Mumma Rd",,,Salesforce
10940755,Inactive Investor,Sara Nickles,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11130667,Inactive Investor,Dena Rattan Pool,Financial Advisor,"Ameriprise Financial Services, LLC Amarillo TX 3131 Bell St",dena.rattanpool@ampf.com,,Salesforce
11139782,Inactive Investor,George Steele,Investment Consultant;Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",raad.steele@ml.com,,Salesforce
10997150,Inactive Investor,Claudia Castillo,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,ccastillo@primerica.com,,Salesforce
9584462,,Nathaniel Kidd,,,kidd.nathan@principal.com,,List import
9610432,,Timothy Shea,,,tshea@janney.com,,List import
333967,,Ian Silverman,"Partner, Chief Financial Officer","Siris Capital Group, Llc",silverman@siris.com,212-231-0095,Manual List Upload
9633732,,Miriam Hernandez,,,metric277@gmail.com,,List import
9647481,,Doug Emitte,,,doug@healthwealthadvisory.com,,List import
10614019,,Timothy Kinsley,"Financial Advisor, Senior Vice President",,timothy.kinsley@rbc.com,,List Import
9621245,,Andy Park,,,andyparkbiz@gmail.com,,List import
340018,,Bill Barnard,Partner,Moss Adams Wealth Advisors Llc,bill.barnard@mossadams.com,206-302-6500,Manual List Upload
11194121,Inactive Investor,Jun Yu,,"Transamerica Financial Advisors, Inc Virginia Beach VA 293 Independence Blvd",jun.yu@transamerica.com,,Salesforce
10908701,Inactive Investor,Brian Schnopp,,"Allstate Financial Services, LLC Morgantown WV 411 Oakland St",schnopp@allstate.com,,Salesforce
11115997,Inactive Investor,Aaron Kilgore,,State Farm VP Management Corp. Peoria IL 3805 N Sterling Ave,aaron.kilgore.hts5@statefarm.com,,Salesforce
10772564,Inactive Investor,Gregory Brown,,"Hornor, Townsend & Kent, LLC South Jordan UT 10813 S River Front Pkwy",,,Salesforce
11198825,Inactive Investor,Divya Arora,,Citigroup Global Markets Inc.,,,Salesforce
10941397,Inactive Investor,Zachary Trocciola,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11113710,Inactive Investor,Dianne Tralmer,,"Farmers Financial Solutions, LLC Verona WI 245 Horizon Dr",dtralmer@farmersagent.com,,Salesforce
10822131,Inactive Investor,Erik Modansky,Financial Advisor,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",erik.modansky@raymondjames.com,,Salesforce
234176,, -,,[[Unknown]],danny.newby@biggreencoach.co.uk,,
11111494,Inactive Investor,Bryson Walker,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,bryson.walker@jpmorgan.com,,Salesforce
10811504,Inactive Investor,Jeffrey Chassereau,Senior Retirement Consultant,"Osaic FA, Inc. Lexington SC Private Residence",jscott.chassereau@lfg.com,,Salesforce
10613140,,Ryan Guthrie,"Senior Financial Advisor, Senior Vice President",,ryan_guthrie@ml.com,,List Import
11005637,Inactive Investor,Dara Clarke,,"Wells Fargo Clearing Services, LLC Raleigh NC 10941 Forest Pines Dr",,,Salesforce
11036855,Inactive Investor,Virginia Guanco-Villanueva,,PFS Investments Inc. Union NJ 1767 Morris Ave,virginia.guancovillanueva@primerica.com,,Salesforce
11204000,Inactive Investor,Michelle Sandt-Wade,Member;Partner;Wealth Manager,"Transitions Wealth Management, LLC",michelle@transitionswm.com,,Salesforce
10986393,Inactive Investor,Jerry Liu,,Cetera Investment Services LLC Pasadena CA 135 N Los Robles Ave,jerry.liu@ceterais.com,,Salesforce
10989621,Inactive Investor,Sulay Ortega,,"Wells Fargo Clearing Services, LLC New York NY 104 E 14th St",,,Salesforce
9583742,,Azim Nakhooda,,,azim@cedarbrookfinancial.com,,List Import
348115,,Denise Cramer,Director,"Wilmington Trust Investment Advisors, Inc.",dcramer@mtbia.com,302-651-8118,Manual List Upload
9542887,,James Owens,,,jim.owens@mutualsecurities.com,,List import
10975228,Inactive Investor,Patrick Dowell,,Edward Jones Crockett TX 720 E Loop 304,,,Salesforce
10980420,Inactive Investor,Matthew Parker,,J.P. Morgan Securities LLC Westfield IN 250 W 161st St,,,Salesforce
9582325,,Lawrence jules,,,jlaw41@gmail.com,,List import
10765327,Inactive Investor,Ernest Champion,,"Raymond James Financial Services, Inc. Saint Simons Island GA 3600 Frederica Rd",ernest.champion@raymondjames.com,,Salesforce
9551781,,Jay Brantley,,,jbrantley28@gmail.com,,List import
10888230,Inactive Investor,Dan Fairchild,Financial Advisor,PFS Investments Inc. Miami FL 9360 SW 72nd St,dan.fairchild@primerica.com,,Salesforce
11203345,Inactive Investor,William Swayne,,WMS Wealth Management LLC,,,Salesforce
10955011,Inactive Investor,Charlie Caneda,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
207463,,ANNE MARIE GIANUTSOS,CMO,DRL,annemarie@droneracingleague.com,9178905934,
10787680,Inactive Investor,Scott Stein,,"TIAA-CREF Individual & Institutional Services, LLC",scott.stein@tiaa.org,,Salesforce
11037586,Inactive Investor,Yue Szeto,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
10946252,Inactive Investor,Scott Krevat,,State Farm VP Management Corp. Rochester NY 630 East Ave,scott.krevat.mo2a@statefarm.com,,Salesforce
10954630,Inactive Investor,Nabiel Hussain,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11052053,Inactive Investor,Robert Boatner,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Meridian MS 905 22nd Ave",boatnerr@stifel.com,,Salesforce
10910249,Inactive Investor,Nicholas Muller,,Brookfield Oaktree Wealth Solutions LLC,nicholas.muller@brookfieldoaktree.com,,Salesforce
10922099,Inactive Investor,Monica Small,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",monica.small@ml.com,,Salesforce
10907738,Inactive Investor,Paul Hernandez,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,paulhernandez@statefarm.com,,Salesforce
219604,,sirish sanaka,,[Unknown],sirishsanaka@yahoo.com,,
10971121,Inactive Investor,James Pham,,PFS Investments Inc. Oklahoma City OK 5601 NW 72nd St,,,Salesforce
10752453,Inactive Investor,Daniel Vetter,Financial Advisor,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",daniel.b.vetter@wellsfargo.com,,Salesforce
9619238,,Jason Votruba,,,jason.votruba@scout-ia.com,,List import
10617771,,Michael Bailey,,,michael.bailey@ubs.com,,List Import
10878537,Inactive Investor,Joseph Burns,Registered Associate,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,joseph-za.burns@ubs.com,,Salesforce
11155211,Inactive Investor,Henry Lawrence,,Ally Invest Securities LLC,,,Salesforce
10860867,Inactive Investor,Gregory Dragolovich,Financial Advisor,Edward Jones Ripon WI 121 Watson St,greg.dragolovich@edwardjones.com,,Salesforce
9603317,,Iris Kaneshiro,,,iris.kaneshiro@optum.com,,List import
104155,,Aditya Pinto,,Strata,adityapinto@gmail.com,(996) 790-7232,Organic Search
10975391,Inactive Investor,Christopher Meger,,PFS Investments Inc. Redlands CA 721 Nevada St,christopher.meger@primerica.com,,Salesforce
10860263,Inactive Investor,Geoffrey Treat,Financial Advisor,PlanMember Securities Corporation Plano TX 2301 Ohio Dr,gtreat@planmembersec.com,,Salesforce
11199836,Inactive Investor,Christian Coyne,,"Equitable Advisors, LLC",christian.coyne@equitable.com,,Salesforce
10817504,Inactive Investor,Margaret Simmons,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
209509,,Larry Choy,,[Unknown],lchoyca@yahoo.com,,
9598795,,Munya Gataw,,,munyagatawa@gmail.com,,List import
11230140,Inactive Investor,Tyler Mitchell,,"FBL Marketing Services, LLC Laramie WY 1267 N 15th St",tyler.mitchell@fblfinancial.com,,Salesforce
11195505,Inactive Investor,Sherwin Wray,,Cetera Investment Services LLC Olympia WA 1020 5th Ave SE,sherwin.wray@ceterais.com,,Salesforce
11124706,Inactive Investor,Aaron Klawuhn,Financial Associate,Thrivent Investment Management Inc. Lansing MI 3410 Belle Chase Way,aaron.klawuhn@thrivent.com,,Salesforce
11030734,Inactive Investor,Alan Bridges,,"J.W. Cole Financial, Inc. Colorado Springs CO 2975 Broadmoor Valley Rd",alan.bridges@jwcemail.com,,Salesforce
11015915,Inactive Investor,Rene Antrop-Gonzalez,,PFS Investments Inc. Newburgh NY 1662 Rte 300,rantrop-gonzalez@primerica.com,,Salesforce
10816098,Inactive Investor,Logan Davis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",logan.t.davis@ml.com,,Salesforce
11211004,Inactive Investor,Jeremy Folland,,Thrivent Investment Management Inc. Hallock MN 25 2nd St NE,jeremy.folland@thrivent.com,,Salesforce
11038084,Inactive Investor,Alexis Mena,,Fidelity Brokerage Services LLC,,,Salesforce
10794423,Inactive Investor,Elizabeth Punzi,Financial Advisor,Morgan Stanley Red Bank NJ 20 Linden Pl,elizabeth.punzi@morganstanley.com,,Salesforce
10815762,Inactive Investor,Robert Pedersen,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,rpedersen@ft.newyorklife.com,,Salesforce
10933424,Inactive Investor,Rebekah Hasenmueller,Client Service Specialist,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",rebekah.hasenmueller@ampf.com,,Salesforce
11143231,Inactive Investor,Erica Warren,,J.P. Morgan Securities LLC Staten Island NY 754 Manor Rd,erica.warren@jpmorgan.com,,Salesforce
11204389,Inactive Investor,Rita Bliven,Financial Advisor,Edward Jones Kannapolis NC 6001 Gateway Center Dr,rita.callen@edwardjones.com,,Salesforce
11025505,Inactive Investor,Mark Eaton,,Edward Jones Eagle CO 56 Market St,mark.eaton@edwardjones.com,,Salesforce
11002458,Inactive Investor,Rachel Kechely,,"Next Financial Group, Inc. Lincoln NE 3440 Madison Ave",rkechely@nextfinancial.com,,Salesforce
9628578,,SB BIG,,,19680236@qq.com,,List import
11152324,Inactive Investor,Christopher Hilyer,,"Raymond James Financial Services, Inc. Phoenix AZ 2990 N Nern Ave",christopher.hilyer@raymondjames.com,,Salesforce
11163307,Inactive Investor,Lyle Parks,Financial Professional,LPL Financial LLC Salina KS 2036 S Ohio St,lyle.parks@lpl.com,,Salesforce
10835126,Inactive Investor,Thomas Barkume,,"McDermott Investment Services, LLC",tbarkume@mcdermottadvisors.com,,Salesforce
10807654,Inactive Investor,Dana Mikstay,,Cetera Advisor Networks LLC Chicago IL 353 N Clark St,,,Salesforce
11074312,Inactive Investor,Jonathan Gruber,Founding Partner;Managing Partner;Regulatory Contact,Blueprint Partners LLC,erik@blueprint.family,,Salesforce
11122135,Inactive Investor,Adam Besand,Financial Advisor,Edward Jones Austin TX 15801 W Hwy 71,adam.besand@edwardjones.com,,Salesforce
9615949,,mwv v,,,mvranos@gmail.com,,List import
10853579,Inactive Investor,Chester Winn,,"LaSalle St Securities, L.L.C. Louisville KY 3099 Breckenridge Ln",,,Salesforce
11209222,Inactive Investor,Vella Hermann,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,vella.hermann@edwardjones.com,,Salesforce
10911582,Inactive Investor,Shane McCurry,,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",,,Salesforce
10989497,Inactive Investor,James Murphy,Chief Fiduciary Officer;Vice President,Northeast Investment Management Inc,jmurphy@northeastinvest.com,,Salesforce
9566149,,Leslie Carranza,,,missbreezysplash@aol.com,,List import
370513,,Ejimnkeonye Dennismary,,United States,dennismarye@gmail.com,,Salesforce
10804291,Inactive Investor,Peter Tillinghast,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",peter.tillinghast@nm.com,,Salesforce
10834046,Inactive Investor,Anthony Capobianco,,Cetera Advisor Networks LLC Clifton Park NY 6 Executive Park Dr,anthony.capobianco@ceteranetworks.com,,Salesforce
10907487,Inactive Investor,Brandon Pacilio,Chief Compliance Officer;Managing Partner,Alpine Hill Advisors LLC,,,Salesforce
10998328,Inactive Investor,Daniela Vidal Castellanos,,J.P. Morgan Securities LLC Huntington Park CA 7141 Pacific Blvd,daniela.vidal-castellanos@jpmorgan.com,,Salesforce
10941458,Inactive Investor,Aristotelis Michialis,,"Packerland Brokerage Services, Inc. Jericho NY 25 Jericho Tpke",aristotelis_michialis@packerlandbrokerage.com,,Salesforce
9592728,,Mark Scheffler,,,mscheffler@appletongrouponline.com,,List Import
10794817,Inactive Investor,Darren Fogel,Portfolio Manager,Neuberger Berman BD LLC,dfogel@nb.com,,Salesforce
332800,,Roy Elliott,Wealth Manager,First Republic - Del Mar,relliott@firstrepublic.com,,
10795052,Inactive Investor,Galan Daukas,Chief Executive Officer;President;Regulatory Contact,Bradley Foster & Sargent Inc West Palm Beach FL 777 S Flagler Dr,gdaukas@bfsinvest.com,,Salesforce
11154647,Inactive Investor,Timothy Hough,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,timothyhough@statefarm.com,,Salesforce
9587115,,Ad Kh,,,vk7t004@gmail.com,,List import
10613118,,Frederic Gamet,Financial Advisor,,frederic.gamet@equitable.com,,List Import
9618630,,sieun kim,,,sieun065@gmail.com,,List import
10765204,Inactive Investor,Adam Stock,Financial Planner,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",adam.stock@lfg.com,,Salesforce
11037963,Inactive Investor,Rodolfo Valdez,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,rvaldez915@ft.newyorklife.com,,Salesforce
9617852,,Nico Schlaefer,,,nico.schlaefer@citadel.com,,List import
11186359,Inactive Investor,Danny Payne,Financial Advisor,LPL Financial LLC Redlands CA 310 E Citrus Ave,danny.payne@lpl.com,,Salesforce
11197721,Inactive Investor,Vanya Popadiyna,Financial Advisor,Edward Jones Punta Gorda FL 1531 Rio de Janeiro Ave,vanya.popadiyna@edwardjones.com,,Salesforce
10907844,Inactive Investor,Alan Richmond,Financial Advisor,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",alan.richmond@ampf.com,,Salesforce
10949047,Inactive Investor,Thomas Ault,,Jefferies LLC Dallas TX 300 Crescent Ct,tault@jefferies.com,,Salesforce
10808111,Inactive Investor,Wesley Mlcak,,"First Command Brokerage Services, Inc. San Antonio TX 1919 Oakwell Farms Pkwy",wamlcak@firstcommand.com,,Salesforce
10893911,Inactive Investor,Joseph Giunta,,LPL Financial LLC Livingston NJ 184 S Livingston Ave,joe.giuntajr@lpl.com,,Salesforce
9547139,,Don Pullen,,,7donnie6@gmail.com,,List import
230294,, -,,[[Unknown]],fisker19840919@gmail.com,,
10929287,Inactive Investor,Jordan Trosclair,Associate Financial Advisor,"Ameriprise Financial Services, LLC Prairieville LA 37283 Swamp Rd",jordan.trosclair@ampf.com,,Salesforce
10964981,Inactive Investor,Thomas Young,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bozeman MT 801 W Main St",,,Salesforce
11078756,Inactive Investor,Mark Gurley,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",mark.gurley@nm.com,,Salesforce
11108495,Inactive Investor,Glenda Callanen,,PFG Advisors Santa Monica CA 3231 Ocean Park Blvd,,,Salesforce
11116907,Inactive Investor,Steven Dubin,,Lincoln Investment Braintree MA 35 Braintree Hill Park,sdubin@lincolninvestment.com,,Salesforce
10902625,Inactive Investor,Eric Rogers,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
11168728,Inactive Investor,Patrick Lovett,Client Advisor;Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,patrick.lovett@nb.com,,Salesforce
11129882,Inactive Investor,Jeffrey Kronschnabl,Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jeffrey.kronschnabl@schwab.com,,Salesforce
11070746,Inactive Investor,Deborah Gardner,,"Northwestern Mutual Investment Services, LLC Pittsburgh PA 600 Grant St",deborah.l.gardner@nm.com,,Salesforce
10955686,Inactive Investor,Brian Powell,Wealth Advisor,LPL Financial LLC Saint Peters MO 6100 Mexico Rd,brian.powell@lpl.com,,Salesforce
11080588,Inactive Investor,Jordan Sergent,Financial Advisor,Edward Jones Sonora CA 728 Mono Way,jordan.sergent@edwardjones.com,,Salesforce
10772212,Inactive Investor,Nicholas Tompras,Chief Executive Officer;Chief Investment Officer,"ACR Alpine Capital Research, LLC",janderson@alpine-invest.com,,Salesforce
11162349,Inactive Investor,Jeffrey Waldron,Investment Advisor Representative,LPL Financial LLC Mc Donald PA Private Residence,jeff.waldron@lpl.com,,Salesforce
11202354,Inactive Investor,April Sullivan,Senior Client Service Associate,UBS Financial Services Inc. Spring TX 1780 Hughes Landing Blvd,april.gray@ubs.com,,Salesforce
1001822,Inactive Investor,Mary Hutchison,Managing Director,SI Capital LLC,mhutchison@sicapitalllc.com, +1 712 540 3370,
345532,,Mark Shenkman,President; Director; Trustee,"Shenkman Capital Management, Inc.",mark.shenkman@shenkmancapital.com,212-867-9090,Manual List Upload
9541331,,Khawaja Amer Anees,,,sherdilamerdar@gmail.com,,List import
9591307,,Frank Puryear,,,fpuryear@wcbarksdale.com,,List import
10785942,Inactive Investor,Craig Zaikov,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",craig_zaikov@ml.com,,Salesforce
10935514,Inactive Investor,Lindsay Pflug,Chief Operating Officer;Principal,Strategic Wealth Partners,lpflug@stratwealth.com,,Salesforce
10648105,,Jodi Burnett,,,jodi.burnett@invictuspw.com,,List Import
9584336,,Ravi Ragnauth,,,rragnauth@thedaviscompanies.com,,List import
10489929,,Joaquin Turner,Financial Representative,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,joaquin.turner@fmr.com,,List Import
11171847,Inactive Investor,Brent Verwers,,"Moloney Securities Co., Inc. Indianapolis IN 3950 Priority Way South Dr",bverwers@moseco.com,,Salesforce
9549437,,Reed Moskowitz,,,rcm341@aol.com,,List import
10659509,,Satya Rangaraju,,,srangaraju@ft.newyorklife.com,,List Import
10906925,Inactive Investor,Erik Ludvickson,,United Planners' Financial Services of America A Limited Partner Tucson AZ 4763 E Camp Lowell Dr,,,Salesforce
11070697,Inactive Investor,Joshua Barwick,,SECU Brokerage Services Clayton NC 512 Regency Park Dr,joshua.barwick@ncsecu.org,,Salesforce
10907499,Inactive Investor,Steven Curtis,Investment Advisor Representative;Owner,Insight Investment Solutions,steve@insighttaxsolutions.com,,Salesforce
10943857,Inactive Investor,Chenlin Liu,,Goldman Sachs & Co.,,,Salesforce
336513,,Michael Yeates,"Director, Vice President, Chief Financial Officer, Treasurer",Wasatch Advisors Inc,myeates@wasatchadvisors.com,801-533-0777,Manual List Upload
11135413,Inactive Investor,Colin Lessard,,Goldman Sachs & Co.,,,Salesforce
11264771,Inactive Investor,Shaista Macan-Markar,,PNC Investments,shaista.macan-markar@pnc.com,,Salesforce
10814253,Inactive Investor,Matthew Magnesen,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,ryan.magnesen@morganstanley.com,,Salesforce
9625591,,Randy Hoffman,,,richmindset2015@gmail.com,,List import
334286,,Brian Abatemarco,,Mercer Global Advisors Inc.,babatemarco@merceradvisors.com,,
10887131,Inactive Investor,Connor Day,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 235 Front St SE",connor.day@ampf.com,,Salesforce
10917230,Inactive Investor,Alexander Jordan,,"The Leaders Group, Inc.",,,Salesforce
128716,,Leah Maybry,Member,"Signaturefd, Llc",leah.maybry@signaturefd.com,,
11030820,Inactive Investor,Eric Wheeler,,"Raymond James Financial Services, Inc. Louisville KY 306 Middletown Park Pl",eric.wheeler@raymondjames.com,,Salesforce
10966086,Inactive Investor,Christopher Foddrell,,"Ameriprise Financial Services, LLC Charlotte NC 300 S Tryon St",christopher.foddrell@ampf.com,,Salesforce
9609180,,James Chenevix-Trench,,,jamesct@cernocapital.com,,List import
11027984,Inactive Investor,Umihiko Saito,,NYLIFE Securities LLC Perrysburg OH 3295 Levis Commons Blvd,usaito@ft.newyorklife.com,,Salesforce
10979876,Inactive Investor,Lilu Gao,,"Transamerica Financial Advisors, Inc Chicago IL 3500 S Morgan St",lilu.gao@tfaconnect.com,,Salesforce
10861231,Inactive Investor,Darrin Sanger,Financial Advisor,Edward Jones Naples FL 12342 Tamiami Trl E,darrin.sanger@edwardjones.com,,Salesforce
10778514,Inactive Investor,Marlia Brown,Portfolio Associate,Morgan Stanley Davenport FL 8304 Champions Gate Blvd,marlia.brown@morganstanley.com,,Salesforce
233242,, -,,[[Unknown]],susanlarkin@me.com,,
10940853,Inactive Investor,Jerry Yee,,"Wells Fargo Clearing Services, LLC San Francisco CA 420 Montgomery St",,,Salesforce
10617225,,David Brendza,,,david.brendza@alexbrown.com,,List Import
9641138,,JOSE RODRIGUEZ,,,jarymag@msn.com,,List import
10943029,Inactive Investor,Laura-Marie Roy,,Fidelity Brokerage Services LLC,,,Salesforce
11151641,Inactive Investor,Eric Morse,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",eric.morse@tiaa.org,,Salesforce
10926454,Inactive Investor,Juwan Hood,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",juwan.hood@tiaa.org,,Salesforce
10489730,,Matthew Ford,,"Raymond James Financial Services Advisors, Inc Plano TX 5800 Granite Pkwy",mford09@hotmail.com,,List Import
10950304,Inactive Investor,Jacob Arreola Garcia,,J.P. Morgan Securities LLC Aurora IL 1188 N Eola Rd,jacob.arreolagarcia@chase.com,,Salesforce
11164119,Inactive Investor,Beth Westburg,Financial Advisor,Commonwealth Financial Network La Mesa CA 4700 Spring St,bwestburg@commonwealth.com,,Salesforce
11238899,Inactive Investor,Nick Roberts,,"IEQ Capital, LLC",nroberts@ieqcapital.com,,Salesforce
10776918,Inactive Investor,Ronald Hamilton,Financial Consultant;Vice President,"Osaic Institutions, Inc. Ellsworth ME 135 High St",ronald.hamilton@osaicinstitutions.com,,Salesforce
10929728,Inactive Investor,Michael Manos,Principal;Regulatory Contact,Tide Cove Capital Partners LLC,,,Salesforce
10921264,Inactive Investor,Andrew Ferraro,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Ferraro Wealth Management, LLC",,,Salesforce
11075281,Inactive Investor,Annmarie Roark,,"Ameriprise Financial Services, LLC Westborough MA 1400 Computer Dr",,,Salesforce
122373,,Gordon Cohen,,United States,gordoncohen@me.com,,Paid Search
9644797,,Abdelhakim Monir,,,abdelhakimmonir@gmail.com,,List import
10884978,Inactive Investor,Claudia Aleman Hendershot,,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",claudia.hendershot@raymondjames.com,,Salesforce
28842,,Philip Canessa,Chief Compliance Officer,Burren Capital Advisors Limited,philip.canessa@burrencap.com, -68865,
10527581,,Calvin Tang,,,chonglin.tang@gmail.com,,Web Form Fillout
11068172,Inactive Investor,Jennifer Fountain,Financial Advisor,Edward Jones Ranson WV 112 E 3rd Ave,jen.fountain@edwardjones.com,,Salesforce
11046615,Inactive Investor,Pedro Zamora,Financial Advisor,"Synovus Securities, Inc. Boca Raton FL 140 N Federal Hwy",pedrozamora@synovus.com,,Salesforce
9612234,,Karen Niecikowski -,,,pocketreels@mac.com,,List import
10613718,,Maureen Clancy,"Financial Advisor, Managing Director",,maureen.clancy@wellsfargoadvisors.com,,List Import
9618643,,Alex Staniforth,,,aostaniforth@gmail.com,,List import
10806059,Inactive Investor,Jacqueline Galotta,,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",,,Salesforce
10969531,Inactive Investor,Erika Hogan,Premier Banker,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",erika.hogan@wellsfargo.com,,Salesforce
11199271,Inactive Investor,Ellen Horn,Secretary,Classic Financial,ellen@classicfinancial.net,,Salesforce
36658,,Mark Schlueter,"Financial Consultant, Wealth Advisor",Thrivent Investment Management Inc.,mark.schlueter@thrivent.com,,
2987399,,Mehdi Khaled,,,sadman199107@gmail.com,,
11174665,Inactive Investor,Joseph Fenlon,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",fenlon.joe@principal.com,,Salesforce
10836718,Inactive Investor,Lemuel Kornegay,Financial Advisor,Money Concepts Capital Corp,lkornegay@moneyconcepts.com,,Salesforce
11049599,Inactive Investor,Tim Schaffer,Financial Advisor,"RMR Wealth Builders, Inc. Palmetto Bay FL Private Residence",tschaffer@rmrwealth.com,,Salesforce
11207729,Inactive Investor,Kyla Cathey,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10765362,Inactive Investor,Matthew Reichert,,"Osaic Wealth, Inc. Brooklyn NY 8754 Bay 16th St",,,Salesforce
10947949,Inactive Investor,Kyle Simmons,Chief Compliance Officer,Simmons Investment Management LLC,kyle@simmonsinvest.com,,Salesforce
9555687,,Ryan Terribilini,,,ryan@algorand.foundation,,List import
10861273,Inactive Investor,Thomas Norris,,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",tnorris@massmutual.com,,Salesforce
11062846,Inactive Investor,Shah Naghmi,,NYLIFE Securities LLC Woodbridge VA Private Residence,nhnaghmi@ft.newyorklife.com,,Salesforce
3295378,,Blaise Murraylee,,,bmurraylee@eclipseoptions.com,,Web Form Fillout
10855605,Inactive Investor,John Abbott,Managing Director,"Stifel, Nicolaus & Company, Incorporated Dallas TX 2850 N Harwood St",woody.abbott@stifel.com,,Salesforce
9595289,,Steve Libov,,,steve.libov@stewardpartners.com,,List import
11102414,Inactive Investor,Adam Stork,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lake Grove NY 2095 Smith Haven Plz",,,Salesforce
10773637,Inactive Investor,David Coombs,Regional Vice President,PFS Investments Inc. Casper WY 341 E E St,david.coombs@primerica.com,,Salesforce
244576,,Trey Grissom,Relationship Manager,Merit Financial,tgrissom@meritfa.com,919 8786600,Manual List Upload
245200,,Micheal Heckman,Wealth Advisor,"RFG Advisory, Sable Point Wealth Mgmt",mike@sablepointwm.com,12314254308,Manual List Upload
11232633,Inactive Investor,Lindsey Repper,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
10773006,Inactive Investor,Mark Poulin,Financial Advisor;Vice President - Wealth Management;Workplace Advisor - Equity Compensation,Morgan Stanley Columbus OH 4449 Easton Way,mark.poulin@morganstanley.com,,Salesforce
11048318,Inactive Investor,Aaron Mcgraw,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10962716,Inactive Investor,Harry Schilderink,,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",,,Salesforce
10810494,Inactive Investor,Donald Reino,,"Northwestern Mutual Investment Services, LLC Binghamton NY 99 Hawley St",donald.reino@nm.com,,Salesforce
10869980,Inactive Investor,Scott Biermann,,"Mutual Securities, Inc. Saint Louis MO 8025 Bonhomme Ave",scott.biermann@mutualsecurities.com,,Salesforce
10999376,Inactive Investor,Laura Hernandez,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,stephaniehernandez@primerica.com,,Salesforce
9635278,,David Russell,,,drussell@ips-net.com,,List import
10996304,Inactive Investor,Zachary Girvin,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
11152271,Inactive Investor,Levi Brandriss,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",levi.s.brandriss@ampf.com,,Salesforce
11262236,Inactive Investor,Jennifer Fitzpatrick,,The Fitzpatrick Family Trust,fitzpatrickjennifer@icloud.com,,Salesforce
11190185,Inactive Investor,William Witt,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Garden City NY 1001 Franklin Ave,wwitt@janney.com,,Salesforce
10791188,Inactive Investor,Alison Bentley,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,alison.bentley@fidelity.com,,Salesforce
11218770,,Dustin Gale,,,dgale@kayne.com,,Other
11101174,Inactive Investor,Nathan Hansen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,nathan.hansen@fidelity.com,,Salesforce
11022975,Inactive Investor,Frederick Goines,,"Allstate Financial Services, LLC Pontotoc MS 2350 Hwy 15 N",,,Salesforce
10807258,Inactive Investor,Mary Hamby,Client Associate,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",mary.stoeser@rbc.com,,Salesforce
11088531,Inactive Investor,Craig Dillihunt,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",craig.dillihunt@nm.com,,Salesforce
11153786,Inactive Investor,Robert Burger,,"MML Investors Services, LLC New York NY 90 Park Ave",rburger@massmutual.com,,Salesforce
10866900,Inactive Investor,Thomas Gates,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
10769107,Inactive Investor,Kennes Chui,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",kennes.chui@schwab.com,,Salesforce
9543844,,David Terk,,,david.terk@gmail.com,,List import
9610908,,Ara Movsesian,,,amovsesian@gmail.com,,List import
10829953,Inactive Investor,Daniel Nardozzi,,Cetera Investment Services LLC Saint Petersburg FL 3505 4th St N,daniel.nardozzi@ceterais.com,,Salesforce
11156464,Inactive Investor,Jacob Wernhardt,,J.P. Morgan Securities LLC Tulsa OK 2070 Utica Sq,jacob.wernhardt@jpmorgan.com,,Salesforce
10998502,Inactive Investor,Bhim Bastola,,PFS Investments Inc. Reynoldsburg OH 1608 Lancaster Ave,bbastola@primerica.com,,Salesforce
9599187,,Yonhee Gordon,,,yonhee@jmgfin.com,,List Import
242241,,Fred Stevens,,[Unknown],bmwtwa@gmail.com,,
11006477,Inactive Investor,Jessica Hayes,,"Northwestern Mutual Investment Services, LLC",jessica.l.hayes@nm.com,,Salesforce
10950704,Inactive Investor,Michelle Ruvalcaba,Personal Banker,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",,,Salesforce
10898178,Inactive Investor,Gregorio Procopio,,"Farmers Financial Solutions, LLC Downers Grove IL 2015 Ogden Ave",gprocopio@farmersagent.com,,Salesforce
10924458,Inactive Investor,Craig Johnson,,Fidelity Brokerage Services LLC,,,Salesforce
10657603,,Maritsa Rojas,,,maritsa.t.garcia@chase.com,,List Import
10918646,Inactive Investor,Richard Linden,Investment Advisor Representative,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",rlinden@nationallife.com,,Salesforce
9542691,,JASMINE JIA,,,jasmine.jia@blockfi.com,,List import
10838402,Inactive Investor,Yuko Mihara,Senior Registered Associate,Morgan Stanley San Jose CA 225 W Santa Clara St,yuko.mihara@morganstanley.com,,Salesforce
11171107,Inactive Investor,Wenma Gorman,Investment Advisor;Wealth Advisor,Sigma Investment Counselors,,,Salesforce
10766850,Inactive Investor,Scott Smallman,Senior Vice President - Investments,Wedbush Securities Inc. Seattle WA 601 Union St,scott.smallman@wedbush.com,,Salesforce
10824295,Inactive Investor,Dennis Morin,,Commonwealth Financial Network Vernon Rockville CT 281 Hartford Tpke,dmorin@commonwealth.com,,Salesforce
10616185,,Pragna Rohman,,,prohman@wintrustwealth.com,,List Import
10644087,,Rebecca Obermeier,,,robermeier@investmentctr.com,,List Import
10770086,Inactive Investor,Marc Eisenshtat,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",marc.eisenshtat@nm.com,,Salesforce
11063021,Inactive Investor,Robbie Johnson,Advisor,CSH Investment Management,robbie@cshinvestments.com,,Salesforce
11147855,Inactive Investor,Jacob Portock,,"Bankers Life Securities, Inc. Columbia MO 1000 W Nifong Blvd",jacob.portock@bankerslife.com,,Salesforce
11201567,Inactive Investor,Michael Alimo,Chief Compliance Officer;Managing Member,"U.S.A. Financial & Tax Services, LLC",michael@usafinancialandtaxservices.com,,Salesforce
11026826,Inactive Investor,Benjamin Cross,,J.P. Morgan Securities LLC New Baltimore MI 27100 23 Mile Rd,benjamin.cross@chase.com,,Salesforce
10805033,Inactive Investor,Lars Monroe,Director - Corporate Cash Investments;Director - Corporate Client Group;Executive Director;Financial Advisor;Institutional Fixed,Morgan Stanley San Francisco CA 555 California St,lars.monroe@morganstanley.com,,Salesforce
10970481,Inactive Investor,Irving Quant,,"Avantax Investment Services, Inc. Lubbock TX Private Residence",,,Salesforce
11189700,Inactive Investor,Anthony Riker,Client Service Associate,Morgan Stanley Sarasota FL 2 N Tamiami Trl,anthony.riker@morganstanley.com,,Salesforce
5412782,,koh eds,,,jecot61796@covbase.com,,Web Form Fillout
10895843,Inactive Investor,Jennifer Barricklow,,Cetera Investment Services LLC Topeka KS 3701 SW Wanamaker Rd,jennifer.barricklow@ceterais.com,,Salesforce
10895512,Inactive Investor,Richard Duarte,Registered Principal,LPL Financial LLC Rohnert Park CA 6020 Commerce Blvd,richard.duarte@lpl.com,,Salesforce
10993999,Inactive Investor,Nikola Ristic,,J.P. Morgan Securities LLC West Palm Beach FL 1102 Royal Palm Beach Blvd,nikola.ristic@chase.com,,Salesforce
374052,,James Tollemache,,[Unknown],james.tollemache@rwcpartners.com,,source
353326,,Nic Vaughan,,Innovative Digital Investors Emerging Technology LP,nvaughan@innovativedigitalinvestors.com,,
10771928,Inactive Investor,Justin Rolnitzky,,"GLP Investment Services, LLC",,,Salesforce
10955216,Inactive Investor,James Nelson,,"Raymond James Financial Services, Inc. Wilmington DE 2961 Centerville Rd",james.nelson@raymondjames.com,,Salesforce
11230244,Inactive Investor,Rosally Daniel,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",rcdaniel@ft.newyorklife.com,,Salesforce
10860881,Inactive Investor,Adam Soofi,,"Allstate Financial Services, LLC Dearborn MI 3 Parklane Blvd",adamsoofi@allstate.com,,Salesforce
11105535,Inactive Investor,Peter Monaghan,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
9618362,,Frank Husic,,,frank@husic.com,,List import
11045417,Inactive Investor,Gretchen Walz,,"Bankers Life Securities, Inc. Parsippany NJ 6 Century Dr",gretchen.walz@bankerslife.com,,Salesforce
10353376,,test test,,,test03081989@gmail.com,,Web Form Fillout
5705346,,Gorse Bonds,,Gorse Co,gorse.bonds.0k@icloud.com,4155555555,Web Form Fillout
10510206,,David Coon,,Guardian Capital,dcoon@guardiancapital.com,,List Import
10971078,Inactive Investor,Jonathan Nix,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",jonathan.nix@schwab.com,,Salesforce
11142869,Inactive Investor,Arthur Felix,Financial Advisor,"Ameriprise Financial Services, LLC Mission Viejo CA 26141 Marguerite Pkwy",arthur.felix@ampf.com,,Salesforce
11085803,Inactive Investor,Alicia Porter,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10785546,Inactive Investor,Frederick Corsentino,Private Banker,Citigroup Global Markets Inc.,,,Salesforce
10760982,Inactive Investor,John Troisi,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley New York NY 399 Park Ave,john.l.troisi@morganstanley.com,,Salesforce
9629131,,Cecila Wang,,,cecilia.wang004@gmail.com,,List import
10987563,Inactive Investor,Stephen Malek,Private Client Advisor,J.P. Morgan Securities LLC Canton OH 4040 Tuscarawas St W,stephen.malek@jpmorgan.com,,Salesforce
9131067,,Mahad Hersi,,,mahadhersiceo@gmail.com,,
10606209,,Adam Janovic,"Managing Director, Portfolio Manager","Ingalls & Snyder, LLC",ajanovic@ingalls.net,212-269-5201,List Import
10898302,Inactive Investor,Kevin Wager,,"HighTower Securities, LLC Wayne PA 565 E Swedesford Rd",kwager@hightoweradvisors.com,,Salesforce
10907140,Inactive Investor,Jonathon Leib,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,jonathon.leib@ubs.com,,Salesforce
9620369,,Norman Cantor,,,nmcantor@gmail.com,,List import
10894572,Inactive Investor,Curtis Frazee,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Fairfax VA 3050 Chain Bridge Rd",curtis.k.frazee@ampf.com,,Salesforce
9561082,,S G,,,smeetgandhi@aol.com,,List import
11207916,Inactive Investor,David Sommo,Assistant Vice President;Risk Officer,Morgan Stanley Garden City NY 1200 Franklin Ave,david.sommo@morganstanley.com,,Salesforce
10820729,Inactive Investor,Murray Hornsby,Chief Operating Officer;Investment Advisor;President;Principal,"Hornsby Asset Management, LLC",murray@hornsbyassetmanagement.com,,Salesforce
11044829,Inactive Investor,John Lamping,Financial Advisor;Partner,"Wells Fargo Advisors Financial Network, LLC Chesterfield MO 16090 Swingley Ridge Rd",john.lamping@wellsfargoadvisors.com,,Salesforce
9579488,,Derrick Andras,,,d.andras@fi.com,,List import
10920639,Inactive Investor,Jennifer Edgell,Financial Advisor;Vice President,"RBC Capital Markets, LLC Easton MD 30 Goldsborough St",jennifer.edgell@rbc.com,,Salesforce
10933740,Inactive Investor,Brian Devilly,,"Ameriprise Financial Services, LLC Hingham MA 175 Derby St",brian.devilly@ampf.com,,Salesforce
10770145,Inactive Investor,Kenneth Valentino,,"World Equity Group, Inc. Willowbrook IL Private Residence",kvalentino@weg1.com,,Salesforce
11082255,Inactive Investor,Sameer Malik,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,smalik@allianceg.com,,Salesforce
11160288,Inactive Investor,Ivy Rappaport,,NYLIFE Securities LLC Woodland Hills CA 22234 Victory Blvd,irappaport@ft.newyorklife.com,,Salesforce
9605964,,Andre Nolewajka MD,,,ajnolewajka@gmail.com,,List import
11085481,Inactive Investor,William Caterham,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",william.caterham@nm.com,,Salesforce
10947046,Inactive Investor,Jeff Waclawik,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
205775,,Frank Castle,,[Unknown],sk3725997@gmail.com,,News & Research
160408,,Alf Alfalfa,,[Unknown],abbrewer@gmail.com,,
11064970,Inactive Investor,Cathy Byrnside,,"Raymond James Financial Services, Inc. Murrells Inlet SC 3955 Hwy 17 Byp",cathy.byrnside@raymondjames.com,,Salesforce
11175506,Inactive Investor,Douglas Roberts,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 2300 Windy Ridge Pkwy SE",douglas.b.roberts@ampf.com,,Salesforce
11170602,Inactive Investor,Joseph Turner,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
10808765,Inactive Investor,Byron Barnes,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",,,Salesforce
11134439,Inactive Investor,Matthew Baumgartner,Financial Advisor,"Northwestern Mutual Investment Services, LLC Bismarck ND 1022 E Divide Ave",matthew.l.baumgartner@nm.com,,Salesforce
11122547,Inactive Investor,James Heavey,Chief Compliance Officer;Financial Advisor;Investment Advisor Representative;Managing Member;Owner,"James Heavey Wealth Advisors, LLC Rockport ME 68 Ben Paul Ln",,,Salesforce
10920538,Inactive Investor,Brendan Duggan,,"Kestra Investment Services, LLC Phoenix AZ 1137 E Redfield Rd",,,Salesforce
9628456,,Steven Hill,,,stevenhill455@gmail.com,,List import
11165519,Inactive Investor,Patrick Sullivan,Senior Financial Advisor;Senior Vice President,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
10900470,Inactive Investor,Meghan Orendorf,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,meghan.orendorf@jpmorgan.com,,Salesforce
10950491,Inactive Investor,Charles Sales,,Cetera Advisor Networks LLC Oklahoma City OK 211 N Robinson Ave,,,Salesforce
11100051,Inactive Investor,Thomas Henrichs,Financial Advisor,Thrivent Investment Management Inc.,thomas.henrichs@thrivent.com,,Salesforce
10877687,Inactive Investor,Blair Kiland,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fargo ND 51 Broadway N",blair.kiland@ml.com,,Salesforce
10657879,,Lissette Strefner,,,lstrefner@weg1.com,,List Import
11030637,Inactive Investor,William Hoody,,"Allstate Financial Services, LLC Rogers MN 12908 Main St",billhoody@allstate.com,,Salesforce
10769054,Inactive Investor,Scott Kriegshaber,Private Banker,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,scott.kriegshaber@citi.com,,Salesforce
10976945,Inactive Investor,Samuel Kuenzel,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11254327,Inactive Investor,Thomas Zestermann,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
11177493,Inactive Investor,Rebekah Quinlan,Financial Advisor,Everest Financial Group,rquinlan@everestfg.us,,Salesforce
11146919,Inactive Investor,Derek Miller,,State Farm VP Management Corp. Saint Louis MO 5811 S Lindbergh Blvd,derek.miller.mtxj@statefarm.com,,Salesforce
9633136,,Jeremy Peralta,,,peraltaj93@gmail.com,,List import
11152704,Inactive Investor,Luke Michalik,Business Development Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,luke.michalik@morganstanley.com,,Salesforce
10841372,Inactive Investor,Christopher Hall,Financial Advisor;Partner,LPL Financial LLC San Antonio TX 13750 San Pedro Ave,christopher.l.hall@lpl.com,,Salesforce
10807920,Inactive Investor,Stewart Stothoff,Financial Advisor,"Ameriprise Financial Services, LLC Boulder CO 1738 Pearl St",sstothoff@ampf.com,,Salesforce
9622735,,?? ?,,,taehyeok.kim@fujitsu.com,,List import
9559805,,BOBBI BARBERA,,,bobbi44418@wradvisors.com,,List import
9568763,,Stefano Di Pinto,,,stefanodipinto@gmail.com,,List import
11185105,Inactive Investor,Daniel Evans,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor;Senior Portfolio Manager,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",dan.a.evans@wellsfargoadvisors.com,,Salesforce
10781562,Inactive Investor,Marc Walters,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Manager,Morgan Stanley Tampa FL 100 N Tampa St,marc.walters@morganstanley.com,,Salesforce
11163511,Inactive Investor,Katrina Guerrero,,"First Command Brokerage Services, Inc. Clarksville TN 2279 Raleigh Ct",keguerrero@firstcommand.com,,Salesforce
11179019,Inactive Investor,James Kieckhaefer,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Delafield WI 440 Wells St",james.kieckhaefer@rbc.com,,Salesforce
11096624,Inactive Investor,Ted McLaughlin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,ted.mclaughlin@fidelity.com,,Salesforce
9554214,,Peter Cicciari,,,cicciarip@hdvest.com,,List import
11101170,Inactive Investor,Tyson Morris,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,tyson.morris@fidelity.com,,Salesforce
10794457,Inactive Investor,Warren Barmore,Financial Advisor,Edward Jones Half Moon Bay CA 101 Main St,warren.barmore@edwardjones.com,,Salesforce
11194435,Inactive Investor,Sonya Wood,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,sonya.wood.chpe@statefarm.com,,Salesforce
9574133,,W. Taylor,,,reveleywt@longwood.edu,,List import
10894055,Inactive Investor,Daniel Suthers,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,daniel_suthers@vanguard.com,,Salesforce
10796484,Inactive Investor,Dennis Collins,Financial Advisor;Senior Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,mike.collins@morganstanley.com,,Salesforce
10756351,Inactive Investor,Evan Haberman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",evan_haberman@ml.com,,Salesforce
10994468,Inactive Investor,Christopher Barredo,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10860178,Inactive Investor,Joe Kiefer,Financial Advisor,LPL Financial LLC Evansville IN 4401 Theater Dr,joseph.kiefer@lpl.com,,Salesforce
11120263,Inactive Investor,Gregory Brooks,Financial Advisor,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,gregory.brooks@jpmorgan.com,,Salesforce
229346,,Hamidreza -,,Hamidreza [[Unknown]],momenihamid62@gmail.com,,
11184409,Inactive Investor,Diego Arbelaez-Doncel,Regional Leader,PFS Investments Inc. North Branford CT 2011 Foxon Rd,diego.arbelaez@primerica.com,,Salesforce
11202425,Inactive Investor,Richard Magill,Principal,OneDigital Investment Advisors Fort Lauderdale FL 4901 NW 17th Way,rmagill@onedigital.com,,Salesforce
11041704,Inactive Investor,Eric Wagner,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,eric.m.wagner@ubs.com,,Salesforce
9644036,,Doug Bannerman,,,dcbannerman@yahoo.com,,List import
10774456,Inactive Investor,Gary Ranftle,Financial Professional,"MML Investors Services, LLC Syosset NY 6800 Jericho Tpke",granftle@financialguide.com,,Salesforce
10918895,Inactive Investor,Edwin Fernandez,Financial Professional,LPL Financial LLC Albuquerque NM 9400 Holly Ave NE,eddie.fernandez@lpl.com,,Salesforce
10915175,Inactive Investor,Kevin Lozer,Chief Compliance Officer;Managing Member;Principal,"Oakton Financial, LLC",kevin@oaktonfinancial.com,,Salesforce
11204536,Inactive Investor,Dominic Nieto,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,dominic.nieto@ubs.com,,Salesforce
214945,,Dietmar Schantl-Ransdorf,,[Unknown],dietmar@schantl.org,,
9621225,,Eric Miller,,,efdmiller@gmail.com,,List import
11099120,Inactive Investor,Steven Headrick,Corporate Retirement Director;Financial Advisor;First Vice President,Morgan Stanley Ithaca NY 130 E Seneca St,steven.headrick@morganstanley.com,,Salesforce
10763034,Inactive Investor,Stephen Kally,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Barbara CA 206 E Anapamu St",,,Salesforce
10955213,Inactive Investor,Rachel Mcgovern,,Edward Jones Belleville MI 337 Main St,rachel.mcgovern@edwardjones.com,,Salesforce
9635801,,Jeris Burns,,,jeris@bridgeworthfinancial.com,,List import
10960319,Inactive Investor,Bryan Mueller,,"Brokers International Financial Services, LLC. Rockwall TX 6710 Horizon Rd",bmueller@brokersifs.com,,Salesforce
10962194,Inactive Investor,Elizabeth Biehler,,"Allstate Financial Services, LLC Victor NY 105 W Main St",ebiehler@allstate.com,,Salesforce
5751273,,Adrian Davis,,,princemaximus314@gmail.com,9417254690,Web Form Fillout
24751,,Scott Moore,"President, Co-Chief Investment Officer","Nuance Investments, Llc",scott.moore@nuanceinvestments.com,816-743-7080,Manual List Upload
10815055,Inactive Investor,Rodney Clark,,Sigma Financial Corporation Tecumseh MI 132 W Chicago Blvd,,,Salesforce
11079289,Inactive Investor,Jeffrey Skelly,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",jeffrey_skelly@ml.com,,Salesforce
11103618,Inactive Investor,Slawomir Kida,,LPL Financial LLC Chicago IL 5960 W Irving Park Rd,slawomir.kida@lpl.com,,Salesforce
10767611,Inactive Investor,Joseph Martello,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Monterey CA 4 Lower Ragsdale Dr",joe.martello@rbc.com,,Salesforce
11061542,Inactive Investor,Teresa Garnett,,J.P. Morgan Securities LLC Phoenix AZ 4300 E Camelback Rd,teresa.garnett@jpmorgan.com,,Salesforce
10826304,Inactive Investor,Harold Bailey,Financial Advisor,Edward Jones Rapid City SD 3464 Sturgis Rd,hal.bailey@edwardjones.com,,Salesforce
10810297,Inactive Investor,Therese Milad,Regulatory Contact;Senior Wealth Manager,Financial Network Wealth Advisors LLC,therese.milad@p4wealth.com,,Salesforce
10778788,Inactive Investor,Kelly Hale,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Portland OR Private Residence",kelly.hale@rbc.com,,Salesforce
9629000,,Peter Smith,,,petesmith93@gmail.com,,List import
11207457,Inactive Investor,Christopher Covato,Chief Compliance Officer;Founder;Managing Member,"Covato Capital Management, LLC",cc@covatocapital.com,,Salesforce
9602551,,James Irizarry,,,jim@terracehomes.net,,List import
10818248,Inactive Investor,Anthony Kramp,Financial Advisor,Edward Jones Saint Charles IL 255 38th Ave,tony.kramp@edwardjones.com,,Salesforce
9600875,,Alan Bergin,,,abergin@feg.com,,List import
10780219,Inactive Investor,Dennis Poulos,,NYLIFE Securities LLC Flint MI 5154 Miller Rd,dpoulos@ft.newyorklife.com,,Salesforce
10646175,,Melissa Dyer,,,melissa.dyer@raymondjames.com,,List Import
9601388,,Richard Lesan,,,rlesan@frontieradvisorsllc.com,,List import
10989671,Inactive Investor,Jesus Macias,,"Wells Fargo Clearing Services, LLC National City CA 1199 Highland Ave",,,Salesforce
10778343,Inactive Investor,Thomas Lewry,Chief Compliance Officer;FINOP;President;Principal,Curbstone Financial Management Corp.,tlewry@curbstonefinancial.com,,Salesforce
11123886,Inactive Investor,John Gleason,,LPL Financial LLC Chicago IL 320 S Canal St,,,Salesforce
10747553,,Joseph Wong,,,ywong.joseph@gmail.com,,Web Form Fillout
98339,,Holly Mathiesen,Wealth Advisor,Thrivent Investment Management Inc.,holly.mathiesen@thrivent.com,815-636-3939,
152319,,Yasu Sasago,,[Unknown],ysasago@gmail.com,,Organic Search
10923170,Inactive Investor,Nathan Smith,,LPL Financial LLC Jefferson OH 45 E Satin St,nathan.smith@lpl.com,,Salesforce
10938572,Inactive Investor,John Rogers,,"Allstate Financial Services, LLC Macon GA 4537 Forsyth Rd",johnrogers@allstate.com,,Salesforce
11207781,Inactive Investor,Alexandre Demetrio,Financial Advisor;Senior Portfolio Manager;Wealth Advisor,UBS Financial Services Inc. New London CT 2 Union Plz,alexandre.demetrio@ubs.com,,Salesforce
11020334,Inactive Investor,Jonathan Lopez Casillas,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_lopez-casillas@vanguard.com,,Salesforce
10964303,Inactive Investor,Samuel Fisher,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,sam.fisher@fmr.com,,Salesforce
9626233,,Amit Kwatra,,,vardaan.amit@gmail.com,,List import
10810154,Inactive Investor,Joseph Thompson,,Cetera Advisor Networks LLC Saint Louis MO Private Residence,thompsonj@ceteranetworks.com,,Salesforce
10919313,Inactive Investor,Samantha Keane,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",samantha.keane@nm.com,,Salesforce
9565360,,John Cedeno,,,johncedeno1617@gmail.com,,List import
9634432,,Doak Parks,Associate,Kainos (tx) Capital Lp,dparks@kainoscapital.com,,List import
9127803,,Dan Dooling,,,daniel.dooling@gs.com,,List Import
10973073,Inactive Investor,Samantha Vanhorenbeck,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",,,Salesforce
11078317,Inactive Investor,Mai Liu,Vice President,"Charles Schwab & Co., Inc. Newark CA Private Residence",,,Salesforce
11209819,Inactive Investor,Marian Quiah,,J.P. Morgan Securities LLC Jackson Heights NY 3767 75th St,marian.quiah@jpmorgan.com,,Salesforce
10796915,Inactive Investor,Lisa Rarick,Senior Registered Associate,Morgan Stanley Allentown PA 515 Hamilton St,lisa.rarick@morganstanley.com,,Salesforce
11048345,Inactive Investor,Thomas Trapani,,"Allstate Financial Services, LLC Levittown NY 90 Gardiners Ave",thomastrapani@allstate.com,,Salesforce
11134668,Inactive Investor,Rebecca Majewski,,PFS Investments Inc. Milton MA 424 Adams St,rebecca.majewski@primerica.com,,Salesforce
11066855,Inactive Investor,Bryan England,,LPL Financial LLC Columbus OH 1840 Zollinger Rd,bryan.england@raymondjames.com,,Salesforce
9542663,,Reuben Peters,,,sanfrandonny@gmail.com,,List import
10658193,,Lynn Stryck,,,lynn.stryck@morganstanley.com,,List Import
127955,,Neal Albritton,,"Cwm, Llc",nalbritton@carsoninstitutional.com,,
372467,,Vincent Benetti,,[Unknown],vmb4275@aol.com,,Google Ad
10912385,Inactive Investor,Rachel Urevbu,,"Farmers Financial Solutions, LLC Oak Park IL 6429 North Ave",rurevbu@farmersagent.com,,Salesforce
10844326,Inactive Investor,Mark Widlowski,Investment Advisor Representative,"Osaic Wealth, Inc. Alpharetta GA 3520 Old Milton Pkwy",,,Salesforce
10794102,Inactive Investor,Erika Robinson,Financial Advisor,Focus Financial,erobinson@focusfinancial.com,,Salesforce
10841676,Inactive Investor,Jeffery Sorensen,,"Osaic Wealth, Inc. Westlake Village CA 2535 Townsgate Rd",,,Salesforce
11059905,Inactive Investor,Tyler Wofford,Private Client Banker,J.P. Morgan Securities LLC Denver CO 2696 S Colorado Blvd,tyler.wofford@jpmorgan.com,,Salesforce
11101686,Inactive Investor,Todd Wentland,,J.P. Morgan Securities LLC Schaumburg IL 600 N Meacham Rd,todd.wentland@jpmorgan.com,,Salesforce
9570215,,Gordon Gould,,,gordon.gould@gmail.com,,List import
9544390,,Alessio Faiella,,,alessio_faiella@alumni.brown.edu,,List import
11207224,Inactive Investor,Shawn Eilefson,,"Financial Dimensions Group, Inc.",shawn@fdgadvisors.com,,Salesforce
9586563,,Jeff Dorfman,,,jdorfman@qualifiedplanadvisors.com,,List import
11133636,Inactive Investor,Grant Zauner,,"Truist Investment Services, Inc. Vienna VA 440 Maple Ave E",grant.zauner@truist.com,,Salesforce
11127397,Inactive Investor,Stephanie Walker,,PFS Investments Inc. Redlands CA 721 Nevada St,stephaniedeeanwalker@primerica.com,,Salesforce
11015638,Inactive Investor,Tanner Kelch,Associate,Edward Jones Coralville IA 308 1st Ave,,,Salesforce
11116873,Inactive Investor,Skyler Hall,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,skyler.hall@fmr.com,,Salesforce
11028272,Inactive Investor,Kevin Rabb,,Morgan Stanley Arlington VA 671 N Glebe Rd,,,Salesforce
10734467,,f ff,,,fff@gmail.com,,Web form fillout
10797114,Inactive Investor,William Sherry,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wilmington DE 2951 Centerville Rd",fil.sherry@ml.com,,Salesforce
10819940,Inactive Investor,Edward Kennedy,Financial Advisor,"Wells Fargo Clearing Services, LLC Chicago IL 30 S Wacker Dr",,,Salesforce
9875122,,Ruston(YangYu) Feng,,,yf073@outlook.com,,Web Form Fillout
10611472,,Kenneth Germann,Client Advisor,,ken.germann@alex-brown.com,,List Import
11143701,Inactive Investor,Jerry Will,,"Farmers Financial Solutions, LLC Mount Vernon WA 321 E Division St",,,Salesforce
239987,,Jennifer Tamburo,Chief Of Staff,Gladstone Wealth Partners,jennifer.tamburo@gladstonewealth.com,908-719-1313,Manual List Upload
10905482,Inactive Investor,Mitchell Breidinger,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11117822,Inactive Investor,Brenna Diesner,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10800064,Inactive Investor,James Meredith,Director,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,jgmeredith@rwbaird.com,,Salesforce
10842681,Inactive Investor,Gary Morea,Financial Advisor,Edward Jones Savannah GA 1020 Bryan Woods Loop,gary.morea@edwardjones.com,,Salesforce
10801580,Inactive Investor,Dwight Kent,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 4353 Tilly Mill Rd",allan.kent@wfafinet.com,,Salesforce
10857373,Inactive Investor,Dennis Ford,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,chris.ford.l016@statefarm.com,,Salesforce
11107949,Inactive Investor,Jeremy Otte,Financial Advisor,Edward Jones Defiance OH 100 Stadium Dr,jeremy.otte@edwardjones.com,,Salesforce
11219030,,Arthur Worthington,,,aworthington@seic.com,,Other
11219716,,Christopher Dede,,,christopher_dede@vanguard.com,,Other
9577043,,Looi Fung,,,benlooi1996@live.com,,List import
10823261,Inactive Investor,David Lencses,,GWN Securities Inc. Freehold NJ 13 Pittenger Pond Rd,dlencses@gwnsecurities.com,,Salesforce
11205128,Inactive Investor,Gregory Bales,,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",gbales@financialguide.com,,Salesforce
10886225,Inactive Investor,Patricia Douglas,Client Associate,Citigroup Global Markets Inc. Commack NY 6105 Jericho Tpke,,,Salesforce
10960146,Inactive Investor,Rebecca Brooks,,"Raymond James Financial Services, Inc. Columbia SC 1441 Main St",,,Salesforce
11124641,Inactive Investor,Gabriel Prospero,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9631519,,Martin Young,,,mjy@cryptonuts.io,,List import
10771437,Inactive Investor,Carl Hinds,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Fresno CA 5250 N Palm Ave",carl.hinds@rbc.com,,Salesforce
10837981,Inactive Investor,William Fisher,,State Farm VP Management Corp. Clarksville IN 1101 Eastern Blvd,doug.fisher.c2vi@statefarm.com,,Salesforce
11146537,Inactive Investor,Jeremy Friedman,,Gladstone Wealth Partners Omaha NE 12801 Pierce St,jeremy.friedman@gladstonewealth.com,,Salesforce
11038725,Inactive Investor,Jeffrey Jungbluth,,"Farmers Financial Solutions, LLC Poplar Bluff MO 927 W Pine St",,,Salesforce
10961212,Inactive Investor,Roxanne Miles,,LPL Financial LLC Lenoir City TN Private Residence,roxanne.miles@lpl.com,,Salesforce
3276630,,Reza Bakhshoodeh,,,r.bakhshoodeh@gmail.com,,Web Form Fillout
11083494,Inactive Investor,Daniel Van Eyll,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",daniel.vaneyll@nm.com,,Salesforce
11231359,Inactive Investor,Blaine Stahlman,,"American Global Wealth Management, Inc.",,,Salesforce
11110351,Inactive Investor,John Pomeroy,,LPL Financial LLC Nyack NY 135 Main St,john.pomeroy@lpl.com,,Salesforce
10840327,Inactive Investor,Michael Tracy,,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",michael.tracy@wellsfargoadvisors.com,,Salesforce
11047917,Inactive Investor,Brandon Ross,Managing Member,"Quotient Wealth Partners, LLC Irving TX 222 Colinas Blvd W",brandon.ross@quotientwealth.com,,Salesforce
9556738,,Matthee Jerzewski,,,matthew.jerzewski1401@gmail.com,,List import
10816603,Inactive Investor,William Krempa,Chief Compliance Officer;Treasurer;Vice President,Krempa Associates Inc.,willi@krempa.com,,Salesforce
9542908,,HOA nguyen,,,hoahao33@gmail.com,,List import
9608605,,KINICHI ENOMOTO,,,paenom@gmail.com,,List import
10962022,Inactive Investor,Emily Reimer,,Morgan Stanley,,,Salesforce
11174444,Inactive Investor,Vanessa McDermott,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,vanessa.mcdermott@jpmorgan.com,,Salesforce
11143070,Inactive Investor,Jeremy Newtson,,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",,,Salesforce
9609378,,Gabriel M,,,3gmorey@gmail.com,,List import
230085,, -,,[[Unknown]],nixonsam@gmail.com,,Organic Search
11095014,Inactive Investor,Julie Orser Odermatt,Founder;President,"Orser Investment Advisors, Inc.",,,Salesforce
10929799,Inactive Investor,Timothy Oconnor,,"Benjamin Securities, Inc.",toconnor@benjaminsecurities.com,,Salesforce
11079190,Inactive Investor,Ellen Sams,,"Raymond James & Associates, Inc. Peoria IL 300 Hamilton Blvd",ellen.sams@raymondjames.com,,Salesforce
10758211,Inactive Investor,Paul Hughston,Financial Advisor,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",paul.o.hughston@wellsfargoadvisors.com,,Salesforce
11232112,Inactive Investor,Eric Davis,,Thurston Springer Financial Duncan OK 1181 W Spruce Ave,,,Salesforce
222923,,Scott Kaiser,Financial Advisor,Savant Wealth Management,skaiser@savantcapital.com,(815) 227-0300,
9538960,,Kavneet Singh,,lullli,kavneet.sonu@gmail.com,9654097070,Web form fillout
11081673,Inactive Investor,Jakeb Gerdes,,State Farm VP Management Corp.,,,Salesforce
10855957,Inactive Investor,Brad Harrison,Chief Compliance Officer;Chief Financial Officer;Tax Manager,Windward Private Wealth Management Inc.,bharrison@windwardfp.com,,Salesforce
10885428,Inactive Investor,Rodrigo Simoes,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,rodrigo.simoes@jpmorgan.com,,Salesforce
10844430,Inactive Investor,John Dooley,Financial Advisor,Edward Jones Carson City NV 3839 N Carson St,john.dooley@edwardjones.com,,Salesforce
9594551,,Christopher Steinmetz,,,chris.s.steinmetz@gmail.com,,List import
11019082,Inactive Investor,Tynara Mclean,,J.P. Morgan Securities LLC Atlanta GA 1403 Oxford Rd NE,tynara.mclean@jpmorgan.com,,Salesforce
11194138,Inactive Investor,Diana Antonini,,Morgan Stanley Miami FL 200 S Biscayne Blvd,diana.antonini@morganstanley.com,,Salesforce
9544905,,Neil Maclachlan,,,neil.maclachlan@icloud.com,,List import
10839518,Inactive Investor,Edward Wrobleski,,"Cadaret, Grant & Co., Inc. Southwick MA Private Residence",ewrobleski@cadaretgrant.com,,Salesforce
11197248,Inactive Investor,Gregory Finger,Financial Advisor,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",gregory.finger@nm.com,,Salesforce
11199477,Inactive Investor,Sarah Vatier,,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,,,Salesforce
11088750,Inactive Investor,Torie O'Halloran,,"Northwestern Mutual Investment Services, LLC Stamford CT 333 Ludlow St",,,Salesforce
9640335,,Kevin Ingram,,,kevin.ingram@fmglobal.com,,List import
144174,,Marc Temkin,Adjunct Faculty,Columbia College Chicago,marctemkin@comcast.net,,Other
9582875,,Scott Grossarth,,,scott.grossarth@fidelity.com,,List import
10896522,Inactive Investor,Alecia Agnew,Registered Administrative Associate,LPL Financial LLC Chesaning MI 115 W Broad St,alecia.agnew@lpl.com,,Salesforce
349296,,Daniel Weiss,"Managing Member, Founder","Leach, Bickmore & Weiss Wealth Management, Llc",djweiss@lbw-wealth.com,608-286-1321,Manual List Upload
11121554,Inactive Investor,Mark Kamerzell,Financial Advisor;Financial Representative;Securities Representative,"Principal Securities, Inc. Lincoln NE 1128 Lincoln Mall",kamerzell.mark@principal.com,,Salesforce
42105,,Robert Burns,Wealth Advisor,Thrivent Investment Management Inc.,rob.burns@thrivent.com,714-525-4360,
322344,,Laura Smith,Financial Advisor,PNC Investments,laura.smith@pnc.com,513-697-7410,
345672,,Chip Workman,President,Asset Advisory Group Inc,cworkman@taaginc.com,513-771-7222,Manual List Upload
11198265,Inactive Investor,William Fussell,Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 7450 SW Beveland Rd",william.j.fussell@ampf.com,,Salesforce
10509991,,Jonathan Braunstein,Director of Sponsored Content,FT Specialist/Financial Advisor IQ,jbraunstein@money-media.com,,List Import
10796277,Inactive Investor,Avinash Pai,Chief Compliance Officer;Founding Partner;Managing Member;Managing Partner,Provence Wealth Management Group,avi.pai@pwmg-lpl.com,,Salesforce
3439611,,Richard Lines,,Pvt,richard.lines@qube-rt.com, +447399021443,Web form fillout
11184370,Inactive Investor,Grace Liang,Financial Advisor;Investment Advisor Representative,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",gliang@massmutual.com,,Salesforce
10987460,Inactive Investor,Jace Hart,,"Leo Brokerage, LLC Rockwall TX 301 N Goliad St",,,Salesforce
184353,,Tristan Bazemore,,[Unknown],tristanbazemore@yahoo.com,,source
10978335,Inactive Investor,Carlos Benitez,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,carlos_benitez@vanguard.com,,Salesforce
10661429,,John-Marc Berthoud,,,jmb@cornerstonelifewealth.com,,List Import
10993307,Inactive Investor,Daniel Goeke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10892380,Inactive Investor,Louis Pappas,,"Cannon Securities, Inc.",,,Salesforce
11045491,Inactive Investor,Christopher Bardwell,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Greenwich CT 1 Lafayette Pl",christopher.bardwell@wellsfargo.com,,Salesforce
10991323,Inactive Investor,Alec Cronin,Registered Client Associate,LPL Financial LLC Annapolis MD 1410 Forest Dr,alec.cronin@lpl.com,,Salesforce
10789163,Inactive Investor,Steven Ferris,Financial Advisor,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",steve.ferris1@wellsfargoadvisors.com,,Salesforce
10935218,Inactive Investor,Brian Snyder,,Cetera Investment Services LLC Opelika AL 2701 Frederick Rd,,,Salesforce
11018522,Inactive Investor,Jeremy Jones,,Hancock Whitney Investment Services Inc.,jeremy.jones@hancockwhitney.com,,Salesforce
1003036,Inactive Investor,Elizabeth Weintraub,,Wells Fargo,elizabeth.brozena@wellsfargo.com,,3rd Party Lead Gen
11132108,Inactive Investor,Kathryn Redden,Financial Advisor;Managing Partner,Merit Financial Advisors Englewood CO 8490 E Crescent Pkwy,,,Salesforce
10790562,Inactive Investor,Donna Goode,Associate Vice President;Financial Advisor,Morgan Stanley Reno NV 5390 Kietzke Ln,donna.e.hunter@morganstanley.com,,Salesforce
9554434,,Stephen Cucchiaro,,,op@3edgeam.com,,List import
10967630,Inactive Investor,Christian Dube,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9620582,,Donald Trump,,,jehasbs@gmail.com,,List import
10780911,Inactive Investor,Seth Dubrow,,J.P. Morgan Securities LLC New York NY 988 8th Ave,seth.j.dubrow@chase.com,,Salesforce
9620649,,Alexander Radian,,,aradian7@gmail.com,,List import
11048129,Inactive Investor,Judy Rubin,,"American Portfolios Financial Services, Inc. White Plains NY 202 Mamaroneck Ave",jrubin@americanportfolios.com,,Salesforce
9568302,,Robert Dubrink,,,robert.dubrink@securitiesamerica.com,,List import
10833016,Inactive Investor,Jason Martin,,"Northwestern Mutual Investment Services, LLC Huntersville NC 9713 Northcross Center Ct",,,Salesforce
10596176,,Matthew Calme,,,matt@hcmwealthadvisors.com,,Web Form Fillout
11098523,Inactive Investor,Kristy St. Louis-Isner,,J.P. Morgan Securities LLC North Andover MA 200 Turnpike St,kristy.l.stlouis@chase.com,,Salesforce
10845190,Inactive Investor,Barron Fitz-Gerald,Financial Planner;Member,"Wellington Adams Investment Advisory, LLC",barron@wellingtonadams.com,,Salesforce
11212218,Inactive Investor,Siolita Llapanji,,J.P. Morgan Securities LLC Brooklyn NY 444 5th Ave,siolita.llapanji@jpmorgan.com,,Salesforce
10911125,Inactive Investor,Candelario Valdivia,,J.P. Morgan Securities LLC Mission TX 207 S Shary Rd,candelario.valdivia@jpmorgan.com,,Salesforce
10922347,Inactive Investor,Patrick Scott,,"Cambridge Investment Research, Inc. Webb City MO 30 S Main St",,,Salesforce
9552896,,Rami Beinish,,,ram.beinish@gmail.com,,List import
10505926,,Todd R,,,tremis@gmail.com,999-888-7777,List import
10804541,Inactive Investor,John Owens,Financial Advisor,Edward Jones Seward NE 445 N 6th St,john.owens@edwardjones.com,,Salesforce
11188619,Inactive Investor,Benjamin Sparks,,"MML Investors Services, LLC Dallas TX 13455 Noel Rd",,,Salesforce
11129613,Inactive Investor,Kevin Barry,,Citigroup Global Markets Inc.,,,Salesforce
11045325,Inactive Investor,James Knott,,"Avantax Investment Services, Inc. Smyrna TN Private Residence",,,Salesforce
11208232,Inactive Investor,Matthew Dukovich,,"Raymond James Financial Services, Inc. Pittsburgh PA 2200 Liberty Ave",matthew.dukovich@raymondjames.com,,Salesforce
10933006,Inactive Investor,Kirk Fruth,,"Osaic Wealth, Inc. Holgate OH Private Residence",,,Salesforce
11032801,Inactive Investor,Kendall Park,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",kendall.park@raymondjames.com,,Salesforce
11202596,Inactive Investor,Matthew Brocker,Financial Advisor,Legacy Wealth,mmb@legacywealthwisdom.com,,Salesforce
371553,,allan stewart,,[Unknown],astew71306@aol.com,,Salesforce
11118775,Inactive Investor,Elijah Cross,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,ecross00@ft.newyorklife.com,,Salesforce
10180472,,Yadan Fan,,,fanyadan@gmail.com,,Web form fillout
11197551,Inactive Investor,Christopher Metcalf,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Southbury CT 465 Heritage Rd",,,Salesforce
102690,,Jenny Bicol,Consultant,De La Salle University Medical Center,jennyrubiomd@yahoo.com,,
10874679,Inactive Investor,Ajaydeep Singh,,"HighTower Securities, LLC New York NY 300 Madison Ave",asingh@hightoweradvisors.com,,Salesforce
236050,, -,,[[Unknown]],juan_s_rivera@yahoo.com,,
10793461,Inactive Investor,Timothy Mark,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,timothy.mark@fidelity.com,,Salesforce
9607767,,Vladimir Umanets,,,uvmr75@gmail.com,,List import
9588087,,Thomas Kelleher,,,tkelleher@brileyam.com,,List import
11235762,Inactive Investor,Myron Mageto,Financial Advisor,"Portfolio Medics, LLC Grand Prairie TX Private Residence",myron.mageto@portfoliomedics.com,,Salesforce
10997235,Inactive Investor,Cora Nucilli,,Edward Jones Elkins WV 112 3rd St,,,Salesforce
11100571,Inactive Investor,Kara Humphreys,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10915245,Inactive Investor,Samantha Garcia,Wealth Advisor,Halbert Hargrove Long Beach CA 111 W Ocean Blvd,sgarcia@halberthargrove.com,,Salesforce
11051681,Inactive Investor,Keith Pochobradsky,Wealth Advisor,"Basepoint Wealth, LLC",kc.pochobradsky@basepointwealth.com,,Salesforce
11001031,Inactive Investor,Joseph Hamoui,Associate Financial Advisor,"Ameriprise Financial Services, LLC Center Valley PA 3701 Corporate Pkwy",joseph.hamoui@ampf.com,,Salesforce
9589255,,JR Moore,,,jr.moore@citi.com,,List import
11189070,Inactive Investor,Jeffrey Pearson,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,,,Salesforce
213169,,Douglas Blanton,"Chief Financial Officer, Chief Investment Officer, Director - Investments",Merit Financial Advisors,dblanton@meritfa.com,678-867-7050,
11200925,Inactive Investor,Jeannie Garies,,Cetera Advisor Networks LLC Kansas City MO 2005 Burlington St,,,Salesforce
10907424,Inactive Investor,Tanya Cornejo,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",tanya.cornejo@schwab.com,,Salesforce
11174201,Inactive Investor,Chirho Garcia,Financial Advisor,"Elevated Capital Advisors, LLC Murrieta CA Private Residence",,,Salesforce
10645047,,Michael Dockendorf,,,mdockendorf@peakstone.com,,List Import
11031784,Inactive Investor,James Bassett,,"Raymond James Financial Services, Inc. San Ramon CA 2333 San Ramon Valley Blvd",james.bassett@raymondjames.com,,Salesforce
341274,,Christopher Keller,Investment Committee Member,"Archean Capital Partners Ii, L.l.c.",ckeller@veritablelp.com,610-640-9551,Manual List Upload
10753494,Inactive Investor,Jennifer Hunt,Financial Advisor,Edward Jones Festus MO 1151 E Gannon Dr,jennifer.hunt@edwardjones.com,,Salesforce
11098594,Inactive Investor,Stephen Rau,,PFS Investments Inc. Lancaster PA 1655 Manheim Pike,srau@primerica.com,,Salesforce
10618082,,Jeremy Neil,,,jeremy.neil@ml.com,,List Import
11093493,Inactive Investor,Lori Richardson,Private Wealth Advisor,"Ameriprise Financial Services, LLC Wichita KS 8621 E 21st St N",lori.a.richardson@ampf.com,,Salesforce
11068595,Inactive Investor,Maricelda Franco,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
10895024,Inactive Investor,Thomas McCoy,Financial Professional,"MML Investors Services, LLC Marshalltown IA 8 N 1st Ave",tmccoy@financialguide.com,,Salesforce
11260598,Inactive Investor,Jason Granger,,"Osaic Wealth, Inc. Bluffton OH 141 N Main St",jgranger@osaicwealth.com,,Salesforce
10914313,Inactive Investor,Andres Quintero,,Cetera Investment Services LLC Roseland NJ 161 Eagle Rock Ave,andres.quintero@ceterais.com,,Salesforce
10666569,,Allen Gozini,,,allen@aogequities.com,,Web Form Fillout
10509949,,Christine Underhill,"Director, Corporate Communications",Charles Schwab,christine.hudacko@schwab.com,,List Import
11064663,Inactive Investor,Paul Landry,Retirement Plan Advisor;Vice President,Commonwealth Financial Network Lowell MA 222 Merrimack St,plandry@commonwealth.com,,Salesforce
10806642,Inactive Investor,Nicholas Newberry,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
9617986,,Jeffrey Green,,,jeffrey.green@citadel.com,,List import
10845710,Inactive Investor,Michael Tewhill,,"Cambridge Investment Research, Inc. Omaha NE 4612 S 143rd St",,,Salesforce
11026073,Inactive Investor,Andrew Hemingway,,"First Command Brokerage Services, Inc. Houston TX 10700 Richmond Ave",,,Salesforce
335879,,Michael Ebel,,Spc,mebel@sigmafinancial.com,,
10894848,Inactive Investor,Douglas King,,"Cambridge Investment Research, Inc. Denton TX 3000 Wind River Ln",,,Salesforce
11209867,Inactive Investor,Jenna Bredvik,,LPL Financial LLC Tarrytown NY Private Residence,jenna.bredvik@lpl.com,,Salesforce
10992160,Inactive Investor,Taylour Barnum,,J.P. Morgan Securities LLC New Orleans LA 637 S Carrollton Ave,taylour.barnum@jpmorgan.com,,Salesforce
10898811,Inactive Investor,Lawrence Sanfilippo,,"Osaic Wealth, Inc. Omaha NE 17117 Oak Dr",,,Salesforce
1541334,,Eugene Bowman,,[Unknown],bbowman75@yahoo.com,,
11067439,Inactive Investor,Toni Whaley,Financial Planner,PlanMember Securities Corporation Elkridge MD 8178 Lark Brown Rd,twhaley@planmembersec.com,,Salesforce
9675,,Harold Johnson,,N/A,howiejhn@yahoo.com,8608745412,
11047032,Inactive Investor,Christopher Burke,Partner;Wealth Advisor,Corient Hobe Sound FL Private Residence,christopher.burke@corient.com,,Salesforce
11045176,Inactive Investor,Salvatore Rosamilia,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",sal.rosamilia@ml.com,,Salesforce
10486498,,Jordan Earles,Financial Advisor,"MML Investors Services, LLC",jordan@ivy-wealth.com,,List Import
9563132,,leonardo botello,,,whyleohard25@gmail.com,,List import
11112500,Inactive Investor,Kevin O'Neil,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 14083 Abercorn St",kevin.c.oneil@ml.com,,Salesforce
10951856,Inactive Investor,Matthieu Armstrong,,J.P. Morgan Securities LLC Beaverton OR 14700 SW Teal Blvd,matthieu.armstrong@jpmorgan.com,,Salesforce
10791923,Inactive Investor,Richard Kneiser,,Wedbush Securities Inc. Lake Worth FL Private Residence,richard.kneiser@wedbush.com,,Salesforce
9618487,,Fabian Bott,,,fbott@taconiccap.com,,List import
10613133,,Craig Zaikov,"Senior Financial Advisor, Senior Vice President",,craig_zaikov@ml.com,,List Import
11114773,Inactive Investor,Bari Bowman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",bari.bowman@ml.com,,Salesforce
10992939,Inactive Investor,Andrew Altman,,"Citizens Securities, Inc. Havertown PA 1375 W Chester Pike",andrew.altman@citizensbank.com,,Salesforce
10983506,Inactive Investor,Miguel Villegas,,"Allstate Financial Services, LLC Montgomery Village MD 18554 Office Park Dr",mvillegas2@allstate.com,,Salesforce
10699078,,Scott McCurdy Sr.,,,sdmac40@yahoo.com,,Web Form Fillout
10786763,Inactive Investor,Melissa Maldonado,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
7190130,,Benjamin Smith,,,facim92422@oniecan.com,,Web Form Fillout
11114898,Inactive Investor,Charles Mitchell,,"Truist Investment Services, Inc. Rocky Mount VA 45 Powder Creek Ln",chas.mitchell@truist.com,,Salesforce
11201873,Inactive Investor,Jodi Fellows,,Key Investment Services LLC Jamestown NY 417 Spring St,jodi_fellows@kisinvestments.com,,Salesforce
10489474,,Michelle Dove,Executive Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",michelle_dove@ml.com,,List Import
11061201,Inactive Investor,Jimmy Bowen,Financial Advisor,Edward Jones Calhoun GA 1201 Dews Pond Rd SE,dewayne.bowen@edwardjones.com,,Salesforce
11064377,Inactive Investor,Paul Mcmahon,Chief Compliance Officer;Principal,Provida Financial Advisors LLC,,,Salesforce
10941865,Inactive Investor,Charles Blanton,,"Pensionmark Securities, LLC Jacksonville FL 6501 Arlington Expy",,,Salesforce
11014405,Inactive Investor,Christopher Cullina,Chief Compliance Officer,M.K. Byrne & Co. LLC Parsippany NJ 2001 US Highway 46,ccullina@mkbyrne.com,,Salesforce
231352,, -,,[[Unknown]],willhenryco@aol.com,,Organic Search
11056919,Inactive Investor,Faith Morris,,"Frost Brokerage Services, Inc.",faith.morris@frostbank.com,,Salesforce
11066345,Inactive Investor,John Atlas,Financial Advisor;First Vice President;Senior Portfolio Manager,Morgan Stanley Peachtree City GA 500 Westpark Dr,john.atlas@morganstanley.com,,Salesforce
10868729,Inactive Investor,James Hurt,,"Wells Fargo Clearing Services, LLC Charlottesville VA 901 Emmet St N",james.hurt@wellsfargoadvisors.com,,Salesforce
11003425,Inactive Investor,Jocelyne Aguilar,,J.P. Morgan Securities LLC New York NY 386 Park Ave S,jocelyne.aguilar@jpmorgan.com,,Salesforce
10928949,Inactive Investor,William Stephens,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",lane.stephens@ml.com,,Salesforce
11040210,Inactive Investor,Stacie Nemetz,Member;Partner;Senior Financial Advisor,Apella Wealth Olympia WA 2120 Caton Way SW,,,Salesforce
10830321,Inactive Investor,James Wessels,,"Cambridge Investment Research, Inc. Des Moines IA 4140 Grand Ave",,,Salesforce
10813314,Inactive Investor,Colin McDonnell,,"VALIC Financial Advisors, Inc. Eugene OR 488 E 11th Ave",colin.mcdonnell@valic.com,,Salesforce
10803835,Inactive Investor,Mark Wingerd,Financial Advisor,"Financial Dimensions Group, Inc. Saint Paul MN 708 Cleveland Ave SW",mwingerd@fdg-advisors.com,,Salesforce
11117484,Inactive Investor,David Griffiths,Executive Director;Market Director,J.P. Morgan Securities LLC San Antonio TX 4011 San Pedro Ave,david.griffiths@jpmorgan.com,,Salesforce
113211,,David Pistor,Managing Member & Chief Compliance Officer,"Flight Capital Management, Llc",david@flightcapitalmanagement.com,503-709-7841,Manual List Upload
10788102,Inactive Investor,Randy Nesbit,,"Concourse Financial Group Securities, Inc.",randy.nesbit@concoursefinancial.com,,Salesforce
10930607,Inactive Investor,Myra Muhammad,,PFS Investments Inc. Union NJ 1767 Morris Ave,,,Salesforce
374709,,George Pettey,Security Analyst,Millennium Management LLC,george.pettey@mlp.com,1-212-841-4100,Initial Salesforce Import
9614047,,Thomas Allraum,,,thomas.allraum@rwcpartners.com,,List import
11070885,Inactive Investor,Stephen Ellwood,Chief Compliance Officer;General Counsel,"Advent Capital Management, LLC",sellwood@adventcap.com,,Salesforce
10978559,Inactive Investor,Kevin Cheatham,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,kcheatham@primerica.com,,Salesforce
9542008,,Doc Schwartz,,,atc912@msn.com,,List import
10980700,Inactive Investor,Amanda Mueller,Director;Owner,7 Saturdays Financial Wylie TX 308 Capps Dr,,,Salesforce
10783211,Inactive Investor,Jonathan Riggs,,NYLIFE Securities LLC Okatie SC Private Residence,jriggs@ft.newyorklife.com,,Salesforce
10892120,Inactive Investor,Warren Caguioa,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",warren.caguioa@valic.com,,Salesforce
66398,,Geoffrey Abendschoen,Financial Associate,Thrivent Investment Management Inc.,geoffrey.abendschoen@thrivent.com,717-515-6485,
176332,,Ren? Z?rcher,Managing Director,Pensionskasse der Oerlikon Contraves,rene.zuercher@rheinmetall.com, +41 44 316 2449,Database Upload
10826854,Inactive Investor,Karen Burrell,,"Ameriprise Financial Services, LLC Las Vegas NV 7251 W Lake Mead Blvd",karen.l.burrell@ampf.com,,Salesforce
10944495,Inactive Investor,James Gray,,Country Capital Management Company Carson City NV 711 S Carson St,james.gray@countryfinancial.com,,Salesforce
11120200,Inactive Investor,James Tindall,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. Hoboken NJ 5 Marine View Plz,james.tindall@citi.com,,Salesforce
10844726,Inactive Investor,Jason Lockridge,Chief Compliance Officer;Chief Operating Officer;Member;Partner,"Southern Capital Advisors, LLC Jackson TN 3801 Hwy 45 N",jason@southernadvisor.com,,Salesforce
10969287,Inactive Investor,Taylor Shreve,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11211671,Inactive Investor,Michael Ferro,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",michael.ferro@prudential.com,,Salesforce
11118223,Inactive Investor,Kristin Hartman,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",kristin_hartman@ml.com,,Salesforce
10827190,Inactive Investor,David Abner,Financial Advisor,Edward Jones Winchester KY 248 Redwing Dr,chad.abner@edwardjones.com,,Salesforce
11200061,Inactive Investor,Jessica Sherburne,Chief Compliance Officer;Relationship Manager,Triangle Wealth Management,jsherburne@trianglewealth.com,,Salesforce
10979188,Inactive Investor,Brent Greninger,,"Buckman, Buckman & Reid, Inc. North Palm Beach FL 631 US HWY 1",bgreninger@buckmanbuckman.com,,Salesforce
10656356,,Sandra Seaborg,,,sandra.seaborg@ml.com,,List Import
11010182,Inactive Investor,Atta Young,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,apyoung@ft.newyorklife.com,,Salesforce
10979541,Inactive Investor,Jacob Carr,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jacob_carr@vanguard.com,,Salesforce
9580884,,Jonathan Mull,,,jmull@massmutual.com,,List import
11070606,Inactive Investor,Jason Watson,Associate,Edward Jones Folsom CA 1568 Creekside Dr,,,Salesforce
10885405,Inactive Investor,Florian Plath,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,florian.plath@jpmorgan.com,,Salesforce
10874610,Inactive Investor,Derek Holstein,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",derek.holstein@ml.com,,Salesforce
11060685,Inactive Investor,Jerry Fischer,Financial Advisor,LPL Financial LLC East Wenatchee WA Private Residence,jerry.r.fischer@lpl.com,,Salesforce
348941,,Ian Millman,"Partner, Wealth Manager","Kingsview Wealth Management, Llc",imillman@kingsviewam.com,312-870-6701,Manual List Upload
9606360,,Charles Lineberry,,,clineberry@reliance-financial.com,,List import
9613610,,Scottie Siu,,,scottie.siu@orichal.io,,List import
10646726,,Derek Krebsbach,,,derek.krebsbach@wellsfargoadvisors.com,,List Import
9127829,,Jack McFerran,,,jack.mcferran@gs.com,,List Import
11229626,Inactive Investor,Jamal Dhanani,,Deutsche Bank Securities Inc.,jamal@deutschewealth.com,,Salesforce
11114933,Inactive Investor,Ling Wang,,Fidelity Brokerage Services LLC Pasadena CA 123 S Lake Ave,ling.wang@fmr.com,,Salesforce
10912708,Inactive Investor,Vaughn Feighan,Financial Advisor,"Ameriprise Financial Services, LLC Valhalla NY 100 Summit Lake Dr",vaughn.feighan@ampf.com,,Salesforce
10819571,Inactive Investor,Bradley Gonso,Financial Advisor,Edward Jones Crawfordsville IN 218 E Main St,brad.gonso@edwardjones.com,,Salesforce
11151810,Inactive Investor,Raya Chope,,"Raymond James Financial Services, Inc. Southfield MI 24800 Denso Dr",raya.chope@raymondjames.com,,Salesforce
9628558,,MAKWENA MOKGEHLE,,,nkhuam@gmail.com,,List import
9594005,,Avi Kantor,,,avi@certiorfinancial.com,,List import
1004257,Inactive Investor,Thomas Barth,,Thomas Barth,thomas.barth@movile.com,,3rd Party Lead Gen
10773238,Inactive Investor,Robert Swensen,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",robert.swensen@ml.com,,Salesforce
11171636,Inactive Investor,James Audley,Investment Advisor;Principal;Wealth Advisor,"Argent Wealth Advisors, LLC",,,Salesforce
10774092,Inactive Investor,William Mattey,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,william.mattey@fidelity.com,,Salesforce
11080418,Inactive Investor,Daton Kaisner,,State Farm VP Management Corp. Springfield IL 2815 W White Oaks Dr,datonkaisner@statefarm.com,,Salesforce
9594141,,Yang Song,,,yang.song@babel.asia,,List import
239922,,Heidi Brodt,Business Manager,Ashton Thomas Private Wealth,hbrodt@at-pw.com,602-732-4745,Manual List Upload
9598262,,Thomas Holl,,,shortlogger@gmail.com,,List import
11143754,Inactive Investor,Randy Schuster,,"ValMark Securities, Inc. Pittsford NY 1080 Pittsford Victor Rd",,,Salesforce
10824038,Inactive Investor,Rachel Orlando,Financial Advisor;Vice President,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,rachel.orlando@ubs.com,,Salesforce
9546475,,Louis Bisang,,,louisbisang@gmail.com,,List import
10880276,Inactive Investor,Robert Kubik,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,robert.kubik@fmr.com,,Salesforce
10880061,Inactive Investor,Francine Osse,,"Osaic Institutions, Inc. Fargo ND 51 Broadway N",,,Salesforce
155197,,David Lopez,,[Unknown],dlopez2324@gmail.com,,Direct
11100222,Inactive Investor,Franklin Brizendine,Financial Advisor,"Osaic Wealth, Inc. Apex NC 2021 Shepherds Vineyard Dr",,,Salesforce
9608593,,Isaiah Jones,,,zayj97@icloud.com,,List import
11170514,Inactive Investor,Scott Schilling,,"FMSbonds, Inc. Miami FL 20660 W Dixie Hwy",sschilling@fmsbonds.com,,Salesforce
10906395,Inactive Investor,Jonathan Lapp,,"Lincoln Douglas Investments, LLC Rockwood PA 145 Bridge St",,,Salesforce
11144653,Inactive Investor,Steven Keller,Portfolio Management Director;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Monterey CA 401 Fremont St,steve.keller@morganstanley.com,,Salesforce
11159459,Inactive Investor,Jason Denney,,Commonwealth Financial Network Leawood KS 12405 Beverly St,jdenney@commonwealthmidwest.com,,Salesforce
10841861,Inactive Investor,Peter Blok,Financial Advisor,"Independent Financial Group, LLC Exton PA 243 W Lincoln Hwy",,,Salesforce
10820111,Inactive Investor,Kole Sousa,,PFS Investments Inc. Phoenix AZ 3101 N Central Ave,kole.sousa@primerica.com,,Salesforce
124998,,Amanda Gardner,Financial Consultant,"Wealth Enhancement Advisory Services, Llc",agardner@wealthenhancement.com,763-417-1444,
11075652,Inactive Investor,Aaron Delong,,LPL Financial LLC Minneapolis MN 3990 Main St NW,aaron.delong@lpl.com,,Salesforce
10973571,Inactive Investor,Tyler Hagenbach,,Jefferies LLC Charlotte NC 4201 Congress St,thagenbach@jefferies.com,,Salesforce
10915693,Inactive Investor,Kyle Bosworth,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10836201,Inactive Investor,Alejandro Roman,Client Relationship Associate,William Blair,aroman@williamblair.com,,Salesforce
11041172,Inactive Investor,Crysantha Ganlath,,"Northwestern Mutual Investment Services, LLC Santa Clarita CA 10940 Sierra Hwy",,,Salesforce
11211201,Inactive Investor,William Jenkins,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",,,Salesforce
11081967,Inactive Investor,Anthony Nardi,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10999719,Inactive Investor,Clay Tarro,,LPL Financial LLC Spring TX 4576 Research Forest Dr,clay.tarro@lpl.com,,Salesforce
9550126,,Eliot Rosenberg,,,erosenberg@calton.com,,List import
11060558,Inactive Investor,Ahmed Elemary,Executive Relationship Manager,Morgan Stanley San Diego CA 4350 La Jolla Village Dr,ahmed.elemary@morganstanley.com,,Salesforce
9541422,,Jerald Josephs,,,jerald.josephs@gmail.com,,List import
11235196,Inactive Investor,Carole Meitler,Financial Planner,Cedarstone Advisors,carole.meitler@cedarstoneadvisors.com,,Salesforce
9555160,,Bruce Albert,,,ba@johnstonasset.com,,
10759142,Inactive Investor,John McKnight,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stevensville MD Private Residence",john_mcknight@ml.com,,Salesforce
10696310,Inactive Investor,"Alejandro Guardiola, CFA, CAIA",,Insigneo International Financial Services LLC Miami FL 1221 Brickell Ave,alejandro.guardiola@insigneo.com,,List Import
322427,,Jack Hankins,Senior Vice President,"ISC Advisors, Inc.",jhankins@iscgroup.com,800-888-3520,
9570082,,Jeff Carmien,,,jeffcarmien@gmail.com,,List import
11186512,Inactive Investor,Bikash Shah,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11117742,Inactive Investor,David Kiley,,State Farm VP Management Corp. Richardson TX 1415 State St,dave.kiley.ndi6@statefarm.com,,Salesforce
11160229,Inactive Investor,Ryan Lange,,"Allstate Financial Services, LLC Cleveland OH 13399 Smith Rd",ryanlange@allstate.com,,Salesforce
9544668,,Alex Kim,,,akim@seia.com,,List import
11181408,Inactive Investor,David Maxton,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Cape Girardeau MO 2849 Independence St",maxtond@stifel.com,,Salesforce
373801,,Sam Young,,[Unknown],sonyxpango@gmail.com,,source
100019,,Deidre Sullivan,,Flamingo Group,deidresullivan@mac.com,8176481022,
11080002,Inactive Investor,Daniel Hickey,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,daniel.hickey@gs.com,,Salesforce
10888413,Inactive Investor,Eleanor Weinstock,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",,,Salesforce
11144224,Inactive Investor,Richard Malloy,Regional Vice President,PFS Investments Inc. Topeka KS 2900 SW Wanamaker Dr,richard.malloy@primerica.com,,Salesforce
9643298,,grace gao,,,792259651@qq.com,,List import
11131346,Inactive Investor,Jared Godair,,J.P. Morgan Securities LLC Long Beach CA 5200 E 2nd St,jared.godair@jpmorgan.com,,Salesforce
11042249,Inactive Investor,George Zaki,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",george.zaki2@ml.com,,Salesforce
10937931,Inactive Investor,William Byrd,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,william.byrd@primerica.com,,Salesforce
10949182,Inactive Investor,Leslie Krajnak,,"Palante Wealth Advisors, LLC",,,Salesforce
4553449,,Meredith Pink,,,meredithpink@gmail.com,,Web Form Fillout
11101264,Inactive Investor,David Slutz,,PFS Investments Inc. East Stroudsburg PA 112 N Courtland St,david.slutz@primerica.com,,Salesforce
11160111,Inactive Investor,Bradley Pitts,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",brad_pitts@ml.com,,Salesforce
10977219,Inactive Investor,Allison Ardingo,,"Osaic Wealth, Inc. Troy MI 200 E Big Beaver Rd",,,Salesforce
9542333,,Rahim Kassamali,,,drrahimkassam@hotmail.com,,List import
11086442,Inactive Investor,Michael Beeman,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",michael.beeman@nm.com,,Salesforce
11209598,Inactive Investor,Harlan Rothman,,Deutsche Bank Securities Inc.,harlan@deutschewealth.com,,Salesforce
10918425,Inactive Investor,Glenn Lempe,,"Mount Yale Investment Advisors, LLC Minneapolis MN 605 Hwy 169 N",glenn.lempe@mtyale.com,,Salesforce
11056834,Inactive Investor,Jared Morgenstern,Financial Planner,"MML Investors Services, LLC Boca Raton FL 3010 N Military Trl",jmorgenstern@financialguide.com,,Salesforce
10923396,Inactive Investor,David Waters,Financial Advisor,"Pruco Securities, LLC. Rome NY 7786 Turin Rd",david_waters@prudential.com,,Salesforce
10871236,Inactive Investor,Daniel Demers,Financial Advisor,Thrivent Investment Management Inc. Stevens Point WI 3233B Business Park Dr,daniel.demers@thrivent.com,,Salesforce
10614875,,Patricia Glass,"Financial Advisor, Portfolio Management Director, Senior Vice President - Wealth Management",,patricia.glass@morganstanley.com,,List Import
11032712,Inactive Investor,Oluwatomiwa Bami Ogunbiyi,Financial Advisor,"Ameriprise Financial Services, LLC Savoy IL 6 Dunlap Ct",oluwatomiwa.bami@ampf.com,,Salesforce
11236206,Inactive Investor,Kendall Collins,,Morgan Stanley Austin TX 8701 Bee Caves Rd,,,Salesforce
9634990,,Lisa Golovan,,,lgolovan@cedarbrookfinancial.com,,List import
10766512,Inactive Investor,Ronald Hawker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,ronald.hawker@fidelity.com,,Salesforce
11201659,Inactive Investor,Elizabeth Ferguson,,"Hornor, Townsend & Kent, LLC Greensboro NC 3816 N Elm St",eferguson@htk.com,,Salesforce
10659607,,Paul Ickes,,,pickes@primerica.com,,List Import
11138274,Inactive Investor,Kristopher Kowalski,Vice President,PFS Investments Inc. Roswell GA 300 Colonial Center Pkwy,kristopher.kowalski@primerica.com,,Salesforce
10907379,Inactive Investor,Jason Burkholder,Chief Compliance Officer;President,"New Legacy Financial Group, LLC",jburkholder@newlegacyfinancial.com,,Salesforce
9542476,,Eric Bach,,,bacheric@msn.com,,List import
11175384,Inactive Investor,Paul Meinsen,Financial Advisor,Edward Jones Farmington MO 108 W Columbia St,paul.meinsen@edwardjones.com,,Salesforce
10858355,Inactive Investor,Lonna Weems,,"Centaurus Financial, Inc. North Hills CA Private Residence",lweems@cfiemail.com,,Salesforce
11136117,Inactive Investor,Candace Berkman,Financial Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",candace.berkman@nm.com,,Salesforce
11138203,Inactive Investor,Michael Wallace,Financial Advisor,LPL Financial LLC Green Village NJ 268 Green Village Rd,michael.wallace@lpl.com,,Salesforce
11218613,,Robert Misner,,,rmisner@jrhamilton.com,,Other
10907022,Inactive Investor,Eytan Mishkoff,,J.P. Morgan Securities LLC,eytan.mishkoff@jpmorgan.com,,Salesforce
11173280,Inactive Investor,Elizabeth Granum,Relationship Manager,"Principal Securities, Inc. Beaverton OR Private Residence",granum.beth@principal.com,,Salesforce
11119822,Inactive Investor,Tsai-Chen Hsieh,,Jefferies LLC Dallas TX 300 Crescent Ct,,,Salesforce
11033530,Inactive Investor,John Fleming,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,jfleming@primerica.com,,Salesforce
11179782,Inactive Investor,Thomas Denkenberger,Chief Investment Officer;Partner,Sankala Group LLC,thomas@sankalagroup.com,,Salesforce
242361,,Arun Palve,Senior Procurement Manager,[Unknown],apalve2004@yahoo.co.uk,7717138760,Database Upload
9558800,,george meyls,,,george.meyls@southstatewealth.com,,List import
11108476,Inactive Investor,Nancy Aber,Owner;Principal,Aber Investments,,,Salesforce
9647811,,Melinda Rose,,,fojaye6053@wifame.com,,List import
11131982,Inactive Investor,Christopher Ryon,Director;Founder;Portfolio Manager,City Different Investments,christopher@citydifferentinvestments.com,,Salesforce
10350965,,HO VINH HOA,,,1dunghoi12@gmail.com,,Web Form Fillout
10795503,Inactive Investor,Frank Diego,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Daytona Beach FL 444 Seabreeze Blvd",frank.diego@raymondjames.com,,Salesforce
11151353,Inactive Investor,Valerie Zwosta,Financial Advisor,"Wells Fargo Clearing Services, LLC Tulsa OK 6060 S American Plaza St E",valerie.zwosta@wellsfargoadvisors.com,,Salesforce
10792082,Inactive Investor,Douglas Thorpe,,"ValMark Securities, Inc. Parkersburg WV 2100 Dudley Ave",,,Salesforce
10961188,Inactive Investor,Maria Gomez,,LPL Financial LLC Skokie IL 4711 Golf Rd,maria.ursuroman@lpl.com,,Salesforce
10982053,Inactive Investor,Denise Baranowski,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
227725,, -,,[Unknown],crypto@batrinu.ro,,
10657693,,Brian Simkin,,,brian.simkin@ceterafs.com,,List Import
11084106,Inactive Investor,Daniel Elnes,Financial Advisor,Edward Jones Duluth MN 1019 W Central Entrance,daniel.elnes@edwardjones.com,,Salesforce
10924176,Inactive Investor,Elizabeth Hove,Financial Advisor,Edward Jones Casselberry FL 950 S Winter Park Dr,elizabeth.hove@edwardjones.com,,Salesforce
10659510,,Kevin Mondl,,,kevin.r.mondl@morganstanley.com,,List Import
11170539,Inactive Investor,Brett Headley,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,brett.headley@ubs.com,,Salesforce
227323,, -,,[Unknown],bjwade@umich.edu,,
10961701,Inactive Investor,Joshua Moody,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,joshua.moody@jpmorgan.com,,Salesforce
10767001,Inactive Investor,Lynda Beisner,Financial Advisor,LPL Financial LLC Pleasant Valley NY 12 North Ave,lynda.beisner@lpl.com,,Salesforce
248167,,Molly Broemmelsiek,VP,The Block,mbroemmelsiek@theblock.co,,Manual List Upload
10860945,Inactive Investor,Brian Gates,,State Farm VP Management Corp. Mansfield OH 2021 Park Ave W,briangates@statefarm.com,,Salesforce
10915746,Inactive Investor,Kevin Austin,,"Pruco Securities, LLC. Charlotte NC 5605 Carnegie Blvd",kevin.austin@prudential.com,,Salesforce
10924628,Inactive Investor,Matthew Allgood,Principal,"Good Life Advisors, LLC Nashville TN Private Residence",matthew.allgood@goodlifefa.com,,Salesforce
10821592,Inactive Investor,Karen Ostarticki,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bedminster NJ 1 Crossroads Dr",karen.ostarticki@ml.com,,Salesforce
9568802,,Karthikeyan Baluswamy,,,nbkarthi@gmail.com,,List import
11036522,Inactive Investor,Michaunni Cobb,,"N.I.S. Financial Services, Inc.",,,Salesforce
10833898,Inactive Investor,Troy Knutson,Financial Advisor,Edward Jones Stewartville MN 423 Main St S,troy.knutson@edwardjones.com,,Salesforce
8480442,,Mark Matsumura,,Central Pacific Bank,mark.matsumura@cpb.bank,(808) 544-6831,List Import
11152468,Inactive Investor,Berkely Arrants,Wealth Advisor,Commonwealth Financial Network Houston TX 2808 Caroline St,barrants@commonwealth.com,,Salesforce
11105245,Inactive Investor,Nicole Klekas,Senior Client Associate,Morgan Stanley Salt Lake City UT 6510 S Millrock Dr,nicole.klekas@morganstanley.com,,Salesforce
346774,,Ashley Fancher,"Cdfa, Wealth Manager","Garde Capital, Inc.",ashley.fancher@gardecapital.com,206-552-7900,Manual List Upload
10967801,Inactive Investor,Vivian Lee,,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,wei.x.lee@chase.com,,Salesforce
10761379,Inactive Investor,Kevin Kolmer,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",kevin_kolmer@ml.com,,Salesforce
10888709,Inactive Investor,Christopher Edel,,"FBL Marketing Services, LLC Marshalltown IA 3205 S 6th St",christopher.edel@fbfs.com,,Salesforce
11135508,Inactive Investor,Jesse Howes,,NYLIFE Securities LLC Eugene OR 120 Oakway Ctr,jhowes@ft.newyorklife.com,,Salesforce
3674684,,Rohit Pilaka,,,rohit.pilaka@gmail.com,,Web Form Fillout
11171685,Inactive Investor,Angela Reyna,,J.P. Morgan Securities LLC San Antonio TX 2130 SW Military Dr,,,Salesforce
11147055,Inactive Investor,Stephen Peters,,PFS Investments Inc. Feasterville Trevose PA 801 W Street Rd,stephen.peters@primerica.com,,Salesforce
10903866,Inactive Investor,Kyle Schaffer,Elected Manager;Partner;Senior Investment Advisor,Ballentine Partners,kschaffer@ballentinepartners.com,,Salesforce
10821275,Inactive Investor,Joseph Jin,Financial Advisor,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,,,Salesforce
10821256,Inactive Investor,Jonathan Griego,Client Specialist,Robert W. Baird & Co. Incorporated Dallas TX 8333 Douglas Ave,jgriego@rwbaird.com,,Salesforce
10941093,Inactive Investor,Michael Ravenna,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10984479,Inactive Investor,Isaiah Stidham,Partner;Wealth Advisor,Corient Columbus OH 1801 Watermark Dr,isaiah.stidham@corient.com,,Salesforce
10871832,Inactive Investor,Donald Curby,Financial Professional,"Pruco Securities, LLC. Plainfield IL 24044 W Lockport St",donald.curby@prudential.com,,Salesforce
11132734,Inactive Investor,Michael Troyer,Financial Advisor,D.A. Davidson & Co. Grand Junction CO 360 W Park Dr,,,Salesforce
11210263,Inactive Investor,Devon Blouch,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",devon.blouch@ml.com,,Salesforce
9618326,,Danton Hill,,,dhill@bamfunds.com,,List import
10978062,Inactive Investor,Eitan Sisso,Financial Advisor,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",eitan.sisso@raymondjames.com,,Salesforce
10906346,Inactive Investor,Cynthia Wong,,Citigroup Global Markets Inc.,cynthia.y.wong@citi.com,,Salesforce
352926,,Chaminda Ranatunga,Managing Director,Investrust Capital Ltd,chaminda@investrustcap.com,,Event
10793714,Inactive Investor,Allison Turner,Financial Advisor;Portfolio Associate,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,allison.craig@morganstanley.com,,Salesforce
11218293,,Kevin Kluge,,,kevin.kluge@edwardjones.com,,List Import
11148406,Inactive Investor,Michael Skeeter,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,,,Salesforce
11131918,Inactive Investor,Michael Mulreaney,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1960 28th St",michael.mulreaney@wellsfargoadvisors.com,,Salesforce
11062664,Inactive Investor,Anthony Arico,Financial Advisor,"Wells Fargo Clearing Services, LLC Westport CT 450 Post Rd E",anthony.arico@wellsfargoadvisors.com,,Salesforce
10775443,Inactive Investor,Diptee Borkar,,Morgan Stanley,diptee.borkar@morganstanley.com,,Salesforce
10957220,Inactive Investor,John Gangloff,,"Trinity Wealth Securities, L.L.C.",,,Salesforce
10803974,Inactive Investor,Michael D'Aquila,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",michael.daquila@nm.com,,Salesforce
10773996,Inactive Investor,Sanford Ehrenreich,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",sanford.ehrenreich@rbc.com,,Salesforce
10940224,Inactive Investor,Robert Cumming,,LPL Financial LLC Langhorne PA Private Residence,robert.cumming@lpl.com,,Salesforce
11077453,Inactive Investor,Chelsea Magby,Financial Professional,LPL Financial LLC Fort Worth TX 8851 Camp Bowie West Blvd,chelsea.b.magby@lpl.com,,Salesforce
5131175,,andrew andrew,,,andrew@rostencapital.com,,Web Form Fillout
345194,,Wheeler Chapman,Member,"Kokua Capital Management, Llc",wheeler@kokuabonds.com,808-400-3787,Manual List Upload
9572865,,Kosar Bishop,,,kbishop@impalafunds.com,,List import
10844633,Inactive Investor,Mark Keys,Financial Advisor,Edward Jones Childress TX 1202 7th St NW,mark.keys@edwardjones.com,,Salesforce
11197431,Inactive Investor,Jacqueline Dylewski,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",jacqueline.dylewski@bernstein.com,,Salesforce
9631450,,David Mansfield,,,david_t_mansfield@hotmail.com,,List import
11055308,Inactive Investor,Yakut Seyhanli,,Goldman Sachs & Co.,yakut.seyhanli@gs.com,,Salesforce
11215156,,John Ermilio,,,jermilio35@gmail.com,6104059813,Web Form Fillout
11077075,Inactive Investor,Heather Grzanka,,J.P. Morgan Securities LLC,heather.e.grzanka@jpmorgan.com,,Salesforce
11170274,Inactive Investor,Gregory Mericle,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",greg_mericle@bofa.com,,Salesforce
206122,,John Woods,,Self,jwoods18@gmail.com,225-978-4232,
10601586,,michael corado,,,mcorado@gmail.com,,Web Form Fillout
10784850,Inactive Investor,William Schoen,,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,william.e.schoen@jpmorgan.com,,Salesforce
11071896,Inactive Investor,Mark Immel,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10821860,Inactive Investor,Joseph Thompson,Financial Advisor,Davenport & Company LLC,joethompson@investdavenport.com,,Salesforce
10941364,Inactive Investor,Bradley Smith,,"Raymond James Financial Services, Inc. North Canton OH 7300 Whipple Ave NW",bradley.smith@raymondjames.com,,Salesforce
11058907,Inactive Investor,Damond Petersen,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,damond.petersen@fidelity.com,,Salesforce
341728,,Paul Rosa,,Maxim Financial Advisors Llc,plarosa@maximgrp.com,212-895-3500,Manual List Upload
10762981,Inactive Investor,Iain Mirrilees,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",iain.mirrilees@ml.com,,Salesforce
11135975,Inactive Investor,Hana Mhareb,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10871680,Inactive Investor,James Thornburgh,,"Osaic Wealth, Inc. Fullerton CA 612 Del Rio Way",,,Salesforce
370837,,Patricia Kwan,,United States,pattyjwan@hotmail.com,,Salesforce
9556234,,Bruce Cunningham,,,bcunningham@cwcapital.com,,List import
10773284,Inactive Investor,Steven Simon,,"Equity Services, Inc. Beverly Hills CA 8383 Wilshire Blvd",simon_steve@nlvmail.com,,Salesforce
11036851,Inactive Investor,Lawrence Nalls,Regional Vice President,PFS Investments Inc. Chicago IL 710 E 47th St,lawrence.nalls@primerica.com,,Salesforce
10992201,Inactive Investor,Jamee Floyd,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
10980712,Inactive Investor,Michael Poterala,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Catalyst Financial Advisors LLC,,,Salesforce
11028192,Inactive Investor,Jasmin Watkins,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11012175,Inactive Investor,James Sutherland,,PFS Investments Inc. Murfreesboro TN 201 E Main St,,,Salesforce
10991226,Inactive Investor,Louis Villanueva,Service Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,louis.villanueva@morganstanley.com,,Salesforce
342802,,Tracy Maalouf,,Tony Maalouf MD,ghasma@zoominternet.net,7248228177,
10825239,Inactive Investor,Susan Montebello,,Huntleigh Securities Corporation,smontebello@hntlgh.com,,Salesforce
9566927,,Troy Morris,,,troy.morris@fidelity.com,,List import
371477,,DEAN GRULKE,,[Unknown],dgrulke@gmail.com,2488662938,Salesforce
11114631,Inactive Investor,Michaela Mestl,,"Larson Financial Securities, LLC",,,Salesforce
72811,,Alan Hyatt,Financial Consultant,Thrivent Investment Management Inc.,alan.hyatt@thrivent.com,803-957-3073,
11139035,Inactive Investor,Pamela Givens,Financial Advisor,LPL Financial LLC Carlsbad CA 8085 Paseo Arrayan,pamela.givens@lpl.com,,Salesforce
372317,,Catherine Bander,,United States,cbander@jgparker.com,,Salesforce
9561631,,Robert Housen,,,melanie.arnott@marinerwealthadvisors.com,,List import
9606906,,Mingxin Xue,,,xuemingxin2020@gmail.com,,List import
10878846,Inactive Investor,James Steproe,Director;Partner;President,Capitol Wealth Management,james@capitolwealthnh.com,,Salesforce
9540720,,David Sternlicht,,,david.sternlicht@jordanpark.com,,List Import
9622787,,Sandra Osteen,,,sosteen@hotmail.com,,List import
1002853,Inactive Investor,Dan Farrell,Chairman & CEO,Privos Capital,dfarrell@privoscapital.com, +1 917 688 2683,Database Upload
9579629,,Alexander Burke,,,alex@financialsolutions.net,,List import
10793954,Inactive Investor,Gerard Gruber,,"Geneos Wealth Management, Inc. Westport CT 830 Post Rd E",,,Salesforce
11046906,Inactive Investor,Robert Mason,,Thrivent Investment Management Inc.,robert.mason@thrivent.com,,Salesforce
11118508,Inactive Investor,Jamar Jackson,,PFS Investments Inc. Dickson TN 301 S Main St,jamar.jackson@primerica.com,,Salesforce
11054348,Inactive Investor,Quong Lam,Senior Client Associate,"RBC Capital Markets, LLC Paramus NJ 650 From Rd",quong.lam@rbc.com,,Salesforce
7987844,,Peter John,,,blogp388@gmail.com,,Web Form Fillout
11101393,Inactive Investor,Grant Gravois,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10923966,Inactive Investor,Steven Schmidt,,"Osaic Wealth, Inc. Vista CA 3530 Camino de Las Lomas",,,Salesforce
9612605,,William Black,,,bill.black@cnr.com,,List import
10510175,,Brad Jenkins,CEO & CIO,Market Guard,brad@marketguard.com,,List Import
11145080,Inactive Investor,Candice Tohme,Assistant Vice President;Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley Wilkes Barre PA 1065 Hwy 315,candice.tohme@morganstanley.com,,Salesforce
10982422,Inactive Investor,Stephanie Lucey,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
9568606,,THomas Drescher CCIM,,,tdrescher89117@live.com,,List import
10878617,Inactive Investor,William Krejcarek,,"Northwestern Mutual Investment Services, LLC New London WI 207 Wisconsin St",william.krejcarek@nm.com,,Salesforce
9622497,,ARCHIE PENNOH,,,apennoh518@gmail.com,,List import
10774378,Inactive Investor,Sean Sweeney,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",sean.r.sweeney@ml.com,,Salesforce
10981692,Inactive Investor,Juan Jimenez,Private Client Banker,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,juan.jimenez@jpmorgan.com,,Salesforce
9559462,,Gregory Vogel,,,greg.vogel@voya.com,,List import
9564072,,Karl Ninh,,,karl@karlninh.com,,List import
11019440,Inactive Investor,Brent McQuiston,,"HighTower Securities, LLC Scottsdale AZ 8434 E Shea Blvd",bmcquiston@hightoweradvisors.com,,Salesforce
350803,,Adam Dotson,Director,Ironwood Capital Advisors Iii Llc,dotson@ironwoodcap.com,860-409-2100,Manual List Upload
10766835,Inactive Investor,David Wilson,Financial Consultant,"Wells Fargo Clearing Services, LLC La Jolla CA 888 Prospect St",david.k.wilson@wellsfargoadvisors.com,,Salesforce
11080228,Inactive Investor,Benjamin Whalen,Financial Advisor,Edward Jones Red Wing MN 525 Bush St,benjamin.whalen@edwardjones.com,,Salesforce
199356,,Jessica Nguyen,,[Unknown],torchlady1975@gmail.com,,Webinar
11080508,Inactive Investor,Steven Holdmeyer,,J.P. Morgan Securities LLC Kansas City MO 1467 Main St,steve.holdmeyer@chase.com,,Salesforce
11138033,Inactive Investor,Courtney Stroud,,Vanguard Marketing Corporation,courtney_stroud@vanguard.com,,Salesforce
11260009,Inactive Investor,Lucas Lagrange,,J.P. Morgan Securities LLC Irving TX 5530 N Macarthur Blvd,lucas.lagrange@jpmorgan.com,,Salesforce
11135212,Inactive Investor,Nancy Gravelle,Portfolio Associate,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,nancy.gravelle@morganstanley.com,,Salesforce
10804638,Inactive Investor,John Schade,Private Client Banker,J.P. Morgan Securities LLC Old Bridge NJ 20 Bushnell Rd,john.m.schade@jpmorgan.com,,Salesforce
110328,,George Longyear,,Fun Outdoor Living,glongyear@gmail.com,2147633431,
237861,, -,,[[Unknown]],paulgreene639@gmail.com,,Paid Search
9556875,,GS Cycle,,,grayscale@maxsurge.in,,List import
371084,,Liane -,,Liane donahou592@gmail.com,donahou592@gmail.com,,Salesforce
11008473,Inactive Investor,Charles Adams,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC San Jose CA 4020 Moorpark Ave",charles.adams@wfafinet.com,,Salesforce
11182689,Inactive Investor,Melanie Thomas,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,melanie.thomas@primerica.com,,Salesforce
10955837,Inactive Investor,Timothy Gandy,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9624431,,Watcharin Torwong,,,nate158@my.com,,List import
11191133,Inactive Investor,Chase Anderson,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",,,Salesforce
9622233,,Suzanne Kleiman,,,suzykleiman@gmail.com,,List import
10645485,,Richard Durkes,,,richard.durkes@raymondjames.com,,List Import
9645229,,V K,,,vkapoor99@yahoo.com,,List import
11012874,Inactive Investor,Trevor Neufeld,Financial Advisor,"Harbour Investments, Inc. Marshfield WI 119 W Upham St",tsneufeld@hirep.net,,Salesforce
10798769,Inactive Investor,Mark Schwartz,Financial Advisor;Managing Director - Wealth Management;Portfolio Management Director,Morgan Stanley Chicago IL 233 S Wacker Dr,mark.schwartz@morganstanley.com,,Salesforce
11197435,Inactive Investor,Benjamin Schaufler,,"Sanford C. Bernstein & Co., LLC",benjamin.schaufler@bernstein.com,,Salesforce
11061317,Inactive Investor,Michael Gross,,"Allstate Financial Services, LLC Las Vegas NV 4680 S Eastern Ave",mgross@allstate.com,,Salesforce
10617369,,Miguel Hernandez,,,miguel.f.hernandez@jpmorgan.com,,List Import
10951234,Inactive Investor,Mark McAdams,,Waterloo Capital Austin TX 1250 S Capital of Texas Hwy,mmcadams@waterloocap.com,,Salesforce
9556921,,Arash Assadzadeh,,,john.assad@suntrust.com,,List import
10841057,Inactive Investor,Chalee Crouch,Financial Advisor,LPL Financial LLC California MO 405 N High St,chalee.crouch@lpl.com,,Salesforce
9573541,,Angela O'Neill,,,angela@strebelcpa.com,,List import
9595578,,Noel Kadzakumanja,,,noel@smlmw.com,,List import
9639638,,Gabor Vass,,,gabor.vass@finaport.com,,List import
9585427,,gregory callegari,,,call.greg@gmail.com,,List import
9645745,,Nick Cheong,,,nick.cheong@ifastgm.com,,List import
11169086,Inactive Investor,Hasnain Khan,,NYLIFE Securities LLC,hkhan@ft.newyorklife.com,,Salesforce
11028418,Inactive Investor,Sarah Pena,,"Farmers Financial Solutions, LLC Modesto CA 2200 McHenry Ave",spena1@farmersagent.com,,Salesforce
9571303,,Clark Davis,,,clark@brainardcapital.com,,List import
11117342,Inactive Investor,Steven Schoen,,NYLIFE Securities LLC Livingston NJ 354 Eisenhower Pkwy,sschoen@ft.newyorklife.com,,Salesforce
248387,,Tim Kwok,Director of Sales,Talos,tim@talos.com,2156050889,Manual List Upload
238254,,TIERNEY9792@GMAIL.COM Tierney,,[Unknown],tierney9792@gmail.com,,
10811958,Inactive Investor,David Pratt,Financial Advisor,Focus Financial Minneapolis MN 7400 Metro Blvd,dpratt@focusfinancial.com,,Salesforce
9632097,,Olivier CARL,,,magisterien@live.fr,,List import
10930029,Inactive Investor,Louis Brown,,"Osaic Wealth, Inc. Goldsboro NC 210 Malloy St",,,Salesforce
9596197,,Jesse Crews,,,jcrews@wealthenhancement.com,,List import
9648044,,Bruno Edelbrot,,,brunoedelbrot@gmail.com,,List import
10486940,,Jack Brown,,Commonwealth Financial Network,jack@brownruth.com,,List Import
11122632,Inactive Investor,Tyge Olson,Financial Advisor,Edward Jones Grafton WI 1505 Wisconsin Ave,tyge.olson@edwardjones.com,,Salesforce
11157273,Inactive Investor,Shannon Hahn,,"M Holdings Securities, Inc. Chicago IL 150 S Wacker Dr",shannon.hahn@mfin.com,,Salesforce
10774579,Inactive Investor,Kevin McHugh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Glastonbury CT 200 Glastonbury Blvd",kevin.mchugh@ml.com,,Salesforce
11050788,Inactive Investor,Janet Buchanan,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11175295,Inactive Investor,Paul Weinstein,,"Raymond James Financial Services, Inc. Fort Myers FL 13720 6 Mile Cypress Pkwy",paul.weinstein@raymondjames.com,,Salesforce
11094293,Inactive Investor,Patrick Bennett,Wealth Advisor,"Cadaret, Grant & Co., Inc. San Jose CA 3031 Tisch Way",,,Salesforce
10764506,Inactive Investor,Eric Whitman,Financial Advisor,"Wells Fargo Clearing Services, LLC Palmetto FL 510 7th St W",todd.whitman@wellsfargo.com,,Salesforce
9581840,,Thomas Waring,,,twaring@gcwcapital.com,,List import
10864167,Inactive Investor,Caleb Chapman,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Orlando FL 7674 Dr Phillips Blvd,caleb.chapman@jpmorgan.com,,Salesforce
10661680,,Gladys Cordova,,,gcordova@bpoc.com,,List Import
10986858,Inactive Investor,Kyle Cusick,,Deutsche Bank Securities Inc.,kyle@deutschewealth.com,,Salesforce
9626225,,Luis Diaz,,,jcaleb2012@icloud.com,,List import
191750,,Frank Woods,,[Unknown],fwoods@verizon.net,,source
347977,,Thomas Flynn,Investment Analyst,"Sandton Capital Partners, Lp",tflynn@sandtoncapital.com,212-444-7200,Manual List Upload
10899983,Inactive Investor,Marilyn Pozzuto,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,marilyn.pozzuto@fmr.com,,Salesforce
11116039,Inactive Investor,Casey Frehner,,Fidelity Brokerage Services LLC Eagle Mountain UT Private Residence,casey.frehner@fidelity.com,,Salesforce
9624191,,Halim Santoso,,,mcgood.id@hotmail.com,,List import
11118467,Inactive Investor,Myles Malone-Wright,,Fidelity Brokerage Services LLC Woodland Hills CA 6363 Topanga Canyon Blvd,myles.malone-wright@fmr.com,,Salesforce
10853567,Inactive Investor,Mary Stith,Financial Advisor,PNC Investments Cincinnati OH 4201 Bridgetown Rd,mary.stith@pnc.com,,Salesforce
11219582,,Anthony Harcourt,,,aharcourt@bedelfinancial.com,,Other
11217708,,Rory McKinney,,,rmckinney@dadco.com,,List Import
227022,, -,,[[Unknown]],artcatadj@hotmail.com,,
9549085,,Brandon Bell,,,brandonbell524@gmail.com,,List import
11124122,Inactive Investor,Margarita Carreno Rodriguez,International Wealth Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",margarita_carreno@ml.com,,Salesforce
11173538,Inactive Investor,Scott Horman,Financial Advisor,Edward Jones Greenville WI W7003 Parkview Dr,scott.horman@edwardjones.com,,Salesforce
9634522,,Victor Baum,,,vbaum@whummer.com,,List import
10958207,Inactive Investor,Andrew Perry,,Fidelity Brokerage Services LLC Orland Park IL 15105 S La Grange Rd,,,Salesforce
10988078,Inactive Investor,Yang Vogel,,NYLIFE Securities LLC Livingston NJ 354 Eisenhower Pkwy,yvogel@ft.newyorklife.com,,Salesforce
9551921,,WonWoo Lee,,,wonwoo.lee@glazercapital.com,,List import
11103766,Inactive Investor,Derek Polczynski,,Robert W. Baird & Co. Incorporated,,,Salesforce
10938228,Inactive Investor,Joseph Chang,,"Empower Financial Services, Inc",joseph.chang@empower.com,,Salesforce
10866612,Inactive Investor,Matthew Burnham,Chief Compliance Officer;Managing Partner;Owner,"Auxin Group Wealth Management, LLC",matthew.burnham@auxingroupwm.com,,Salesforce
10754382,Inactive Investor,Michael Quirk,,"Cambridge Investment Research, Inc. Norwell MA 46 Accord Park Dr",,,Salesforce
10722185,,Stanley Redick,,,statixxx1@gmail.com,,Web Form Fillout
34560,,Peter Bacilo,Branch Manager,Fidelity Personal and Workplace Advisors,peter.bacilo@fidelity.com,,
10905386,Inactive Investor,Joseph Cucinotta,,"Centaurus Financial, Inc. Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10786654,Inactive Investor,Stuart Strash,,PFS Investments Inc. Beaver Falls NY 9572 Main St,stuart.strash@primerica.com,,Salesforce
11011410,Inactive Investor,Daniel Friedman,Senior Advisor,"Raymond James & Associates, Inc.",daniel.friedman@raymondjames.com,,Salesforce
11177664,Inactive Investor,Lisette Montalvo,Senior Registered Associate,Morgan Stanley New York NY 101 Park Ave,lisette.montalvo@morganstanley.com,,Salesforce
10990286,Inactive Investor,Joel Vislay,,"Ameriprise Financial Services, LLC Tampa FL 4030 W Boy Scout Blvd",joel.vislay@ampf.com,,Salesforce
10358802,,Freda Atavwigho,,,oghenefreda@gmail.com,,
234935,, -,,[[Unknown]],aloycejackline99@gmail.com,,Content
5997303,,???? ???? ???? ??? ?????? 0505890955,,,bdtmhmdalqadyalqady@gmail.com,,Web Form Fillout
10893045,Inactive Investor,John Adair,,"Avantax Investment Services, Inc. Essex MD 201 Eastern Blvd",,,Salesforce
10932829,Inactive Investor,Robert Goodall,,LPL Financial LLC Boston MA 1 Post Office Sq,robert.goodall@lpl.com,,Salesforce
11112778,Inactive Investor,Nimmi Bratcher,Senior Manager,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",nimmi.bratcher@schwab.com,,Salesforce
10797534,Inactive Investor,Harvey Snider,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",harvey_sniderjr@ml.com,,Salesforce
10986756,Inactive Investor,Talley Borns,,LPL Financial LLC Fargo ND 2754 Brandt Dr S,talley.borns@lpl.com,,Salesforce
11067133,Inactive Investor,Joseph Kalis,District Leader,PFS Investments Inc. Rochester MN 1652 Greenview Dr SW,joseph.kalis@primerica.com,,Salesforce
9568179,,Michael Sanders,,,mike1963sanders@aol.com,,List import
10848512,Inactive Investor,John Yerger,,"Raymond James Financial Services, Inc. Johnstown PA 1404 Dwight Dr",john.yerger@raymondjames.com,,Salesforce
11183423,Inactive Investor,Jason Topi,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated New Hartford NY 555 French Rd,jtopi@rwbaird.com,,Salesforce
9636599,,Richard Angal,,,rangal@domeeq.com,,List import
10950928,Inactive Investor,Michael Holliday,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10910018,Inactive Investor,Adam Grabisch,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Roseville CA 2990 Lava Ridge Ct",adam.grabisch@nm.com,,Salesforce
11113240,Inactive Investor,Michael Starry,,"Raymond James Financial Services, Inc. Spokane WA 111 S Post St",michael.starry@raymondjames.com,,Salesforce
11159160,Inactive Investor,Joseph Centuori,,NYLIFE Securities LLC Kinnelon NJ Private Residence,jcentuori@ft.newyorklife.com,,Salesforce
10958044,Inactive Investor,Ana Rocha Bonjour,,"Empower Financial Services, Inc",ana.rocha-bonjour@empower.com,,Salesforce
11139549,Inactive Investor,Brett Burnham,,"Northwestern Mutual Investment Services, LLC Sarasota FL 2601 Cattlemen Rd",brett.burnham@nm.com,,Salesforce
11170000,Inactive Investor,Aaron Hill,Financial Advisor,LPL Financial LLC Liberty MO 5 Victory Ln,,,Salesforce
10758701,Inactive Investor,Jean Schneider,,"Berthel, Fisher & Company Financial Services, Inc. Galesburg IL 311 E Main St",jischneider@berthelrep.com,,Salesforce
11127926,Inactive Investor,Joseph Burgard,,Santander Securities LLC Lakewood NJ 555 Madison Ave,,,Salesforce
9610628,,John Benedict,,,johnb@704one.com,,List import
10617658,,Chin-Hui Su,,,lisa.su@wellsfargoadvisors.com,,List Import
9617843,,Carolyn Gibbs,,,carolyn.gibbs@invesco.com,,List import
10782330,Inactive Investor,Joseph Nowak,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",joseph_nowak@ml.com,,Salesforce
10863202,Inactive Investor,David Hatfield,,LPL Financial LLC Dover NH 383 Central Ave,david.hatfield@lpl.com,,Salesforce
9628714,,abtin mozafari,,,abtinmozaffari@gmail.com,,List import
10956298,Inactive Investor,Ethan Spain,Client Service Specialist,"Ameriprise Financial Services, LLC Walnut Creek CA 1333 N California Blvd",ethan.spain@ampf.com,,Salesforce
11196182,Inactive Investor,Daning Wu,,"Transamerica Financial Advisors, Inc San Carlos CA 867 American St",daning.wu@tfaconnect.com,,Salesforce
9566666,,Gerald Johnson,,,jerry.johnson@voya.com,,List import
10818161,Inactive Investor,Michael Dibacco,,"Sentinel Securities, Inc.",mike.dibacco@sentinelgroup.com,,Salesforce
11000562,Inactive Investor,Luiz Felipe Gomes,,"XP Investments US, LLC",,,Salesforce
10813994,Inactive Investor,Debra Rotondo,,"Stifel, Nicolaus & Company, Incorporated Center Valley PA 3701 Corporate Pkwy",rotondod@stifel.com,,Salesforce
9545503,,Amanda Meador,,,ameador@prosek.com,,List import
9640569,,Rehan Ashraf,,,srehan@ugbbah.com,,List import
11001559,Inactive Investor,Roderick Street,,PFS Investments Inc. Randallstown MD 9916B Liberty Rd,rstreet@primerica.com,,Salesforce
10867876,Inactive Investor,Nicole Kalucki,,Goldman Sachs & Co.,,,Salesforce
11042615,Inactive Investor,Franklin Salb,Chief Investment Officer,United Capital Financial Advisors,,,Salesforce
10768538,Inactive Investor,Kelly Lane,Investment Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,kelly.lane@ubs.com,,Salesforce
9548942,,Lowen Sniff,,,lcsniff@yahoo.com,,List import
10878369,Inactive Investor,Jeremy Hennigh,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oklahoma City OK 13710 N Pennsylvania Ave",,,Salesforce
11004724,Inactive Investor,Dylan Packer,,"Wells Fargo Clearing Services, LLC Madison WI 430 Gammon Pl",,,Salesforce
10894290,Inactive Investor,Christie Marquez,,"Ameriprise Financial Services, LLC Peoria AZ 7992 W Thunderbird Rd",christie.marquez@ampf.com,,Salesforce
231784,,William Wall,,[Unknown],jm259zi@gmail.com,,News & Research
11235831,Inactive Investor,Sweta Singh,Founding Partner;Portfolio Manager,City Different Investments Brookline MA Private Residence,sweta@citydifferentinvestments.com,,Salesforce
10774387,Inactive Investor,Robert Murray,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",r.murray@bofa.com,,Salesforce
11175708,Inactive Investor,Mitchell Davis,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",,,Salesforce
10909293,Inactive Investor,Peter Farina,,"Osaic Wealth, Inc. Chicago IL 736 N Hudson Ave",,,Salesforce
9545381,,Dale Smith,,,dfsmith0676@gmail.com,,List import
10844577,Inactive Investor,Andrew Lukcso,Managing Director,"Wells Fargo Clearing Services, LLC Westlake OH 226 Crocker Park Blvd",,,Salesforce
9543628,,James Cote,,,jcote@bandw.net,,List import
10953819,Inactive Investor,Daniel Buttler,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10878263,Inactive Investor,Robert Jasminski,Global Head - Investment Management,Citigroup Global Markets Inc. Stamford CT 750 Washington Blvd,robert.jasminski@citigroup.com,,Salesforce
10827015,Inactive Investor,Daniel Carlins,,"Packerland Brokerage Services, Inc. Pittsburgh PA 153 Thousand Oaks Dr",daniel_carlins@packerlandbrokerage.com,,Salesforce
10800985,Inactive Investor,Michael McGee,Financial Associate,Thrivent Investment Management Inc. Kenilworth NJ Private Residence,michael.mcgee@thrivent.com,,Salesforce
11085886,Inactive Investor,Emily Ladow,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",emily.ladow@ml.com,,Salesforce
11144989,Inactive Investor,Heidi Hargis,Chief Compliance Officer,Bookends Financial Planning,heidi.hargis@bookendsfp.com,,Salesforce
10964052,Inactive Investor,Paulina Rosales,,"Wells Fargo Clearing Services, LLC Fort Mohave AZ 4825 S Hwy 95",,,Salesforce
11117108,Inactive Investor,Carlos Escobedo,,State Farm VP Management Corp. Algonquin IL 503 E Algonquin Rd,carlosescobedo@statefarm.com,,Salesforce
11050319,Inactive Investor,Lyle Himebaugh,Co-Founder;Managing Member,"Granite Group Advisors, LLC",lhimebaugh@granitegroupadvisors.com,,Salesforce
11010923,Inactive Investor,Madilynn Woodham,,Edward Jones,,,Salesforce
10895343,Inactive Investor,Benjamin Bazelais,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
9624887,,mitchell kernus,,,mitchell.kernus@gmail.com,,List import
10919139,Inactive Investor,Kaitlyn Wood,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11203926,Inactive Investor,Kevin Pasha,,J.P. Morgan Securities LLC Houston TX 712 Main St,,,Salesforce
88421,,Gregory Buckway,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",gregory.buckway@transamerica.com,801-946-2833,
10755468,Inactive Investor,Maribel Cobian,,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",maribel.cobian@wellsfargoadvisors.com,,Salesforce
9564384,,Jose Rey,,,manuel.rey@53.com,,List import
10611889,,Matthew Bisland,"Director - Alternative Investments, Financial Advisor, Insurance Planning Director, Senior Portfolio Management Director, Senior",,matthew.bisland@morganstanley.com,,List Import
11081031,Inactive Investor,James McLaughlin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",jim_mclaughlin@ml.com,,Salesforce
11014808,Inactive Investor,Dominick Bonura,,NYLIFE Securities LLC Osage City KS 410 N 9th St,dsbonura@ft.newyorklife.com,,Salesforce
10915273,Inactive Investor,Sydney Williams,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,sydney.williams@jpmorgan.com,,Salesforce
10910158,Inactive Investor,Jordan Moore,Financial Consultant,LPL Financial LLC Oregon OH 3201 Navarre Ave,jordan.b.moore@lpl.com,,Salesforce
10790462,Inactive Investor,Thomas Ditosto,Senior Director;Senior Vice President,"Ingalls & Snyder, LLC New York NY 1325 Avenue of the Americas",tditosto@ingalls.net,,Salesforce
11083720,Inactive Investor,John Sartaine,Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntington WV 1117 3rd Ave",jeff.sartaine@ml.com,,Salesforce
10924279,Inactive Investor,David Zalman,,"Raymond James Financial Services, Inc. Victoria TX 101 S Main St",dave.zalman@raymondjames.com,,Salesforce
11098547,Inactive Investor,Ryan Schwedfeger,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Canandaigua NY 130 S Main St,ryan.schwedfeger@jpmorgan.com,,Salesforce
9611205,,mike cleland,,,mjc@surfsidepropertiesinc.com,,List import
10823166,Inactive Investor,Amin Rathle,,PNC Investments Mobile AL 7860 Airport Blvd,amin.rathle@pnc.com,,Salesforce
9607239,,?ukasz Okuniewski,,,kaczor19r20@gmail.com,,List import
11017061,Inactive Investor,Anthony Donadia,,"The Leaders Group, Inc. Summit NJ 86 Summit Ave",,,Salesforce
11012764,Inactive Investor,William Hager,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",william.hager2@equitable.com,,Salesforce
11172532,Inactive Investor,Thomas Rogers,Financial Advisor;Owner;Partner,"Structured Wealth Management, Inc.",trogers@structuredplan.com,,Salesforce
5470526,,long lina,,,moramog824@edinel.com,,Web Form Fillout
10864697,Inactive Investor,Derek Kesig,Wealth Advisor,"TCP Asset Management, LLC",dk@tcpasset.com,,Salesforce
11024212,Inactive Investor,Vincent Cione,Senior Wealth Manager,"T2 Asset Management, LLC",,,Salesforce
10656402,,Elizabeth Lambert,,,elizabeth.lambert@primerica.com,,List Import
10656623,,Donald Regan,,,regand@nationwide.com,,List Import
10646261,,Alex Kuskin,,,alex.kuskin@raymondjames.com,,List Import
10810278,Inactive Investor,Scott Anderson,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley San Jose CA 225 W Santa Clara St,scott.t.anderson@morganstanley.com,,Salesforce
9563446,,Roderick McRae,,,rmcrae@mcraecapital.com,,List import
10855464,Inactive Investor,James Brown,Operations Manager,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",james.brown@raymondjames.com,,Salesforce
9556641,,Jeong Inhwan,,,dlsks1352@gmail.com,,List import
348901,,David Mirolli,Managing Partner,Catalyst Wealth Management,dmirolli@catalystwealthmanagement.com,678-679-6950,Manual List Upload
9633602,,byeon woozoo,,,sg900624@naver.com,,List import
10604338,,Hunter Osolin,Fa,Oppenheimer & Co. Inc.,hunter.osolin@opco.com,212-668-8000,List Import
10922345,Inactive Investor,Cynthia Salzman,,Cetera Advisor Networks LLC San Antonio TX 9311 San Pedro Ave,,,Salesforce
11254943,Inactive Investor,John Allen,Senior Financial Analyst,"Brownlie & Braden Advisors, LLC Fort Worth TX 301 Commerce St",jallen@brownliebraden.com,,Salesforce
11083575,Inactive Investor,Richard Steiner,,NYLIFE Securities LLC Bixby OK 13165 S Memorial Dr,rsteiner@ft.newyorklife.com,,Salesforce
10849284,Inactive Investor,Marlene Gagel,,"Avantax Investment Services, Inc. Fort Recovery OH 807 Blue Jacket Dr",,,Salesforce
9605399,,Christopher Paolantonio,,,paolantonio@penntrust.com,,List import
11222621,,Christine Meyer,,,christine.meyer@transamerica.com,,List Import
11206255,Inactive Investor,Darrell Marquardt,Regional Vice President,PFS Investments Inc. Omaha NE 4611 S 96th St,darrell.marquardt@primerica.com,,Salesforce
11208022,Inactive Investor,Gregg Hews,Financial Advisor,Park Avenue Securities LLC Troy OH 80 S Plum St,,,Salesforce
10868193,Inactive Investor,Charles Smith,Financial Advisor,"Voya Financial Advisors, Inc. Huntington WV 4099 US Rte 60",charlie.smith@voya.com,,Salesforce
11171600,Inactive Investor,Kimberly Giannone,,Robert W. Baird & Co. Incorporated Grand Junction CO 200 Grand Ave,kgiannone@rwbaird.com,,Salesforce
11049045,Inactive Investor,Jason Kelley,Vice President,"First Citizens Investor Services, Inc. Asheville NC 1201 Tunnel Rd",jason.kelley@firstcitizens.com,,Salesforce
352386,,Kevin Collins,Associate,Lexington Partners L.p.,kscollins@lexpartners.com,212-754-0411,Manual List Upload
10488173,,Michael Weinman,"Director - Alternative Investments, Financial Advisor, Senior Vice President - Wealth Management",Morgan Stanley,michael.weinman@morganstanley.com,,List Import
9597007,,Yunzhen Zhao,,,yunzhen@keyhavencapital.com,,List import
11153974,Inactive Investor,Benjamin Herman,Financial Advisor;First Vice President,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
10796333,Inactive Investor,Wang Lee,Corporate Retirement Director;Financial Advisor;Qualified Plan Financial Consultant;Senior Vice President,Morgan Stanley Honolulu HI 733 Bishop St,wang.lee@morganstanley.com,,Salesforce
10773899,Inactive Investor,Robert McCabe,,Cetera Advisors LLC Arlington VA 224 N Fillmore St,robert.mccabe@ceteraadvisors.com,,Salesforce
10657568,,Peter Coules,,,peter.coules@primerica.com,,List Import
9555338,,Kendall Sizemore,,,kendall.sizemore37@gmail.com,,List import
10921783,Inactive Investor,Hector Ramirez,,PFS Investments Inc.,,,Salesforce
10984029,Inactive Investor,Michelle Hughes,,LPL Financial LLC Waterville ME 70 Main St,michelle.hughes@lpl.com,,Salesforce
7983521,,Carlos David Suarez Cardozo,,,lucho71688551@gmail.com,,Web Form Fillout
11213300,Inactive Investor,Shannon Smith,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
9629186,,Francis-Olivier Fortin,,,francisolivierfortin@gmail.com,,List import
10820478,Inactive Investor,Richard Fielder,Family Wealth Director;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Dallas TX 5001 Spring Valley Rd,richard.c.fielder@morganstanley.com,,Salesforce
372163,,kevin strang,,United States,kevstrang55@gmail.com,,Salesforce
1003546,Inactive Investor,Jamie Selway,,Blockchain,jamie@josh.com,,3rd Party Lead Gen
11171440,Inactive Investor,Yuan He,Chief Executive Officer;Managing Director,HY Financial LLC,yuan.he@hyfinancial.com,,Salesforce
10777681,Inactive Investor,Andrew Eilts,Financial Advisor,Edward Jones Pekin IL 2807 Broadway St,drew.eilts@edwardjones.com,,Salesforce
11143582,Inactive Investor,Michael Jenkins,Financial Advisor,Edward Jones Meridian MS 3710 Hwy 39 N,,,Salesforce
10951199,Inactive Investor,William Spero,,"Osaic Wealth, Inc. Canonsburg PA 2400 Ansys Dr",,,Salesforce
10931022,Inactive Investor,Vladimir Bliskavka,,"Farmers Financial Solutions, LLC Owasso OK 8805 N 145th East Ave",vbliskavka@farmersagent.com,,Salesforce
116055,,Richard Pascuzzi,Executive Vice President & Secretary,"Prospera Financial Services, Inc.",rpascuzzi@prosperafinancial.com,972-581-3021,Manual List Upload
9550985,,James Young,,,james.young@valic.com,,
334637,,Marion Tarko,Member,"Brave Warrior Advisors, Llc",marion@bravewarrior.com,212-421-9760,Manual List Upload
9600611,,Grantham Akerly,,,grantham.akerly@mycfo4life.com,,List import
10788941,Inactive Investor,Alexander Bianco,,Goldman Sachs & Co.,alexander.bianco@gs.com,,Salesforce
10926136,Inactive Investor,Laura Leigh Scott,Financial Advisor,Edward Jones Staunton VA 625 Greenville Ave,lauraleigh.scott@edwardjones.com,,Salesforce
10991842,Inactive Investor,Dustin Brown,,PFS Investments Inc. Smithfield RI 55 Douglas Pike,dustin.brown@primerica.com,,Salesforce
10980984,Inactive Investor,Jason Heiss,,"Northwestern Mutual Investment Services, LLC Parkersburg WV 2519 Ohio Ave",,,Salesforce
11023489,Inactive Investor,Scott Hignite,,Fidelity Brokerage Services LLC Beachwood OH 200 Pinecrest Dr,,,Salesforce
10960914,Inactive Investor,Erdener Bekar,,"Wells Fargo Clearing Services, LLC Austin TX 13749 N Hwy 183",,,Salesforce
10875578,Inactive Investor,Stephanie Roelfsema,Market Developer,Thrivent Investment Management Inc. Valley City ND 213 Central Ave N,stephanie.roelfsema@thrivent.com,,Salesforce
5292444,,mariya gol,,,register@crypto-world-expo.com,,Web Form Fillout
10992925,Inactive Investor,Dailanys Caveda,,J.P. Morgan Securities LLC Miami Beach FL 6916 Collins Ave,dailanys.caveda@chase.com,,Salesforce
10959639,Inactive Investor,Monica Acosta Alvarado,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11011529,Inactive Investor,Patrick Mendoza,,LPL Financial LLC Corona CA 391 N Main St,patrick.mendoza@lpl.com,,Salesforce
1001043,Inactive Investor,Ziyu Zhao,,Aura Investment Holdings Limited,info@megashore.com,,
10756260,Inactive Investor,Dustin Duin,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",dustin.d.duin@ml.com,,Salesforce
124829,,John McDermott,"Portfolio Manager, CIS",Symmetry Partners,jack@lasallest.com,630-600-0500,
11007621,Inactive Investor,Lawrence Laino,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,lawrencelaino@statefarm.com,,Salesforce
10759428,Inactive Investor,James Cross,Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,brad.cross@ubs.com,,Salesforce
10991482,Inactive Investor,Keith Ferguson,,"Beacon Pointe Advisors, LLC Dallas TX 7019 Hillcrest Ave",kferguson@beaconpointe.com,,Salesforce
11187368,Inactive Investor,Taven Alicea,,J.P. Morgan Securities LLC Rialto CA 101 E Foothill Blvd,taven.alicea@jpmorgan.com,,Salesforce
10841725,Inactive Investor,Joseph Falldin,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Wayzata MN 701 Lake St E",joefalldin@ampf.com,,Salesforce
11231544,Inactive Investor,Zachary Garner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",,,Salesforce
10788953,Inactive Investor,Andrea Fisher,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,andrea_fisher@vanguard.com,,Salesforce
10611554,,James Wiederholt,"Financial Advisor, Franchise Consultant",,jt.wiederholt@ampf.com,,List Import
10658059,,Laura Human,,,laura.human@jpmorgan.com,,List Import
9589944,,david Crais,,,davidcrais@icloud.com,,List import
11049976,Inactive Investor,Juliet Mandac-Sevilla,,PFS Investments Inc. Puyallup WA 929 E Main,juliet.mandacsevilla@primerica.com,,Salesforce
10611579,,Linda Roman,Financial Advisor,,lin.roman@lplfinancial.com,,List Import
10779554,Inactive Investor,Kelsey Patterson,Assistant Vice President;Financial Planning Specialist;Wealth Management Associate,Morgan Stanley Huntington WV 1200 3rd Ave,kelsey.patterson@morganstanley.com,,Salesforce
10764093,Inactive Investor,Nisha Modak,Financial Advisor;Insurance Planning Director;Portfolio Manager,Morgan Stanley Spring TX 24 Waterway Ave,nisha.pillaymodak@morganstanley.com,,Salesforce
6993189,,Mohsen Arjmandi,,,mohsen@eveince.com,,Web form fillout
10784008,Inactive Investor,Erik Park,Investment Consultant,LPL Financial LLC Wellington FL Private Residence,erik.park@lpl.com,,Salesforce
10765947,Inactive Investor,Ricardo Caravita,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Miami FL 550 Biltmore Way,ricardo.pintadocaravita@ubs.com,,Salesforce
11119735,Inactive Investor,Timothy Conner,,Edward Jones Crossville TN 1364 Interstate Dr,craig.conner@edwardjones.com,,Salesforce
10615395,,Charles Albanese,"Executive Director, Financial Advisor, Financial Planning Specialist, Senior Vice President - Wealth Management",,charles.r.albanese@morganstanley.com,,List Import
10985843,Inactive Investor,Dustin Letterle,,J.P. Morgan Securities LLC Joliet IL 2500 W Jefferson St,dustin.j.letterle@jpmorgan.com,,Salesforce
11032043,Inactive Investor,Lushen Evans,,NYLIFE Securities LLC Charleston SC 200 Meeting St,levans03@ft.newyorklife.com,,Salesforce
11211929,Inactive Investor,Robert Griesemer,Partner,LPL Financial LLC Wilmington DE 5818 Kennett Pike,robert.griesemer@lpl.com,,Salesforce
10822559,Inactive Investor,Matthew Caton,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 4401 Rockside Rd",matt.caton@ampf.com,,Salesforce
10859210,Inactive Investor,Darcy Nelson,Principal,"Nelson Capital Management, LLC",dnelson@nelsonroberts.com,,Salesforce
9600472,,Charles Stubbs,,,cstubbs@msouth.com,,List import
9648046,,Fisayo David,,,focusalibi@gmail.com,,List import
10799136,Inactive Investor,Christopher Gabriel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",chris.gabriel@ml.com,,Salesforce
11133947,Inactive Investor,Taylor Paules,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,tpaules@rwbaird.com,,Salesforce
11014006,Inactive Investor,Alisiana Berdan,,J.P. Morgan Securities LLC Loveland CO 1905 W Eisenhower Blvd,,,Salesforce
10777156,Inactive Investor,Suzanne Murphy,Executive Director,J.P. Morgan Securities LLC New York NY 277 Park Ave,suzanne.murphy@jpmorgan.com,,Salesforce
10869111,Inactive Investor,Kevin Hall,,"Woodmen Financial Services, Inc. Barboursville WV 6007 US Rte 60 E",krhall@woodmen.org,,Salesforce
10765496,Inactive Investor,John Milder,Wealth Advisor,LPL Financial LLC Naperville IL 1250 E Diehl Rd,john.milder@lpl.com,,Salesforce
10786260,Inactive Investor,Jason Sandolo,Investment Specialist,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.c.sandolo@jpmorgan.com,,Salesforce
11059830,Inactive Investor,Kenneth Sadler,,"American Capital Management, Inc. Venice FL 230 Tamiami Trl S",,,Salesforce
10897928,Inactive Investor,William Romig,Private Client Advisor,J.P. Morgan Securities LLC Bellevue WA 1320 156th Ave NE,william.j.romig@jpmorgan.com,,Salesforce
11089292,Inactive Investor,Trisha Lancaster,,PFS Investments Inc. Torrance CA 18039 Crenshaw Blvd,lancaster.trishaann@primerica.com,,Salesforce
10980214,Inactive Investor,Jennifer Hinrichsen,,"Empower Financial Services, Inc Waxhaw NC 100 Verbena Ct",jennifer.hinrichsen@empower.com,,Salesforce
10951133,Inactive Investor,Jack Willson,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,jack.willson@fmr.com,,Salesforce
10844281,Inactive Investor,Jared Patrick,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,jared.patrick@pnc.com,,Salesforce
11169894,Inactive Investor,Corey Lance,Financial Advisor,Edward Jones Beaverton OR 1849 NE 106th Ave,corey.lance@edwardjones.com,,Salesforce
11111108,Inactive Investor,Mary Pieper,Chief Compliance Officer;Managing Partner,Unionview Wealth Partners,,,Salesforce
11163706,Inactive Investor,Dorina Ziba,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,dorina.ziba@fmr.com,,Salesforce
10829822,Inactive Investor,Charles Quick,,Country Capital Management Company Hampshire IL 822 Centennial Dr,charles.quick@countryfinancial.com,,Salesforce
10972788,Inactive Investor,Matthew Richert,,Key Investment Services LLC Lancaster NY 5207 Broadway St,matthew_j_richert@keybank.com,,Salesforce
10800285,Inactive Investor,Ross Leonardi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9577576,,Stephen Wynne,,,stephenmwynne@gmail.com,,List import
10755628,Inactive Investor,Christopher Hill,,"Sanctuary Securities, Inc. Raleigh NC 727 W Hargett St",chill@sanctuarywealth.com,,Salesforce
10879994,Inactive Investor,Nicholas Gates,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,n.gates@fi.com,,Salesforce
337796,,Matthew Woods,Member,Waypoint Wealth Counsel Llc,mwoods@waypointwc.com,404-955-7481,Manual List Upload
100108,,Claude Paquette,President,Maze Strategies,paq2020cad@icloud.com,,Event
11087537,Inactive Investor,Gabriel Steagall,Associate Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 1100 Abernathy Rd",gabe.steagall@raymondjames.com,,Salesforce
10882966,Inactive Investor,Jacob Dunn,Financial Advisor,Edward Jones Greenville SC 880 S Pleasantburg Dr,jacob.dunn@edwardjones.com,,Salesforce
9556244,,Monika Scherer,,,mscherer@microvestfund.com,,List import
230017,, -,,[[Unknown]],mulaniprakash007@gmail.com,,Organic Search
241721,,Kiyoshi Roy,,[Unknown],rishadbredd@gmail.com,,source
9615602,,Michael Dietz,,,michael.dietz@waya.ai,,List import
9541779,,Edward Hastings,,,ehastings65@yahoo.com,,List import
10988757,Inactive Investor,Darlene Chow,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,darlene.chow.kfas@statefarm.com,,Salesforce
11104423,Inactive Investor,Darren Wilcox,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",darren.wilcox@schwab.com,,Salesforce
11002075,Inactive Investor,Wanda Long,Independent Representative,PFS Investments Inc. Dayton OH 6520 Poe Ave,wlong@primerica.com,,Salesforce
11163948,Inactive Investor,Bryce Miyamoto,Financial Advisor,"Bankoh Investment Services, Inc.",bryce.miyamoto@boh.com,,Salesforce
11060021,Inactive Investor,Joseph Venegas,Chief Compliance Officer;Financial Advisor;Managing Member,"JDV Wealth Advisors, LLC Holly MI Private Residence",joe.v@jdvwealthadvisors.com,,Salesforce
11157983,Inactive Investor,Connor Brown,Client Relationship Manager,"Ameriprise Financial Services, LLC Charlottesville VA 941 Glenwood Station Ln",connor.brown@ampf.com,,Salesforce
11120300,Inactive Investor,Shane Fleury,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",shane.fleury@equitable.com,,Salesforce
9541639,,Jesse McPherson,,,jesse.mcpherson3@gmail.com,,List import
11084226,Inactive Investor,Halle Christensen,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
11076133,Inactive Investor,Lynsey Parker,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11175082,Inactive Investor,Jeffrey Adams,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jeffrey.adams@fidelity.com,,Salesforce
11187775,Inactive Investor,Alexander Plum,Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,alexander.plum@morganstanley.com,,Salesforce
11013594,Inactive Investor,Tiffany Sanchez,,"Cambridge Investment Research, Inc. Tampa FL 2202 N West Shore Blvd",,,Salesforce
11108607,Inactive Investor,Mark Englund,,"Independent Financial Group, LLC Lakeville MN Private Residence",markenglund@ifgrr.com,,Salesforce
11095478,Inactive Investor,Patricia Besser,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",patricia.besser@ustrust.com,,Salesforce
11050260,Inactive Investor,Herbert Deleon,Limited Partner;Shareholder,Toce Financial Group Lafayette LA 969 Coolidge Blvd,,,Salesforce
10971999,Inactive Investor,Carla Clark,Financial Professional Associate,"Pruco Securities, LLC. Peoria IL 2001 W Willow Knolls Dr",carla.clark@prudential.com,,Salesforce
11040807,Inactive Investor,Shelly Murrill-Dotson,,PFS Investments Inc. Springfield MO 1911 S National Ave,smurrill-dotson@primerica.com,,Salesforce
10800770,Inactive Investor,Cynthia Kines,Financial Advisor,"Wells Fargo Clearing Services, LLC Fredericksburg VA 1671 Emancipation Hwy",cindy.kines@wellsfargo.com,,Salesforce
10794804,Inactive Investor,Jerri Waggett-Smith,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jerri.waggett-smith@fmr.com,,Salesforce
10913772,Inactive Investor,Charles Fore,,Fidelity Brokerage Services LLC Greenville SC 210 S Main St,trey.fore@fmr.com,,Salesforce
11041649,Inactive Investor,Bruce Eisenhauer,,Cetera Advisor Networks LLC Phoenix AZ 22601 N 19th Ave,,,Salesforce
9570071,,Ron Gabriel,,,rgabriel@broadarchcap.com,,List import
9631068,,FARZAN NASERY,,,fvnasery@aol.com,,List import
11127470,Inactive Investor,Raymond Gandolfi,,"Osaic Wealth, Inc. Kenner LA Private Residence",,,Salesforce
9605312,,Robert Leayman,,,bleayman@connorsinvestor.com,,List import
11193711,Inactive Investor,Stephen Mathiason,Financial Advisor,"Equity Services, Inc. Bellaire TX 5555 West Loop S",smathiason@nationallife.com,,Salesforce
9579601,,Clare Shaw,,,shawc@myavantax.com,,List import
11053172,Inactive Investor,Anton Knecht,Chief Executive Officer;Director;Founder;Managing Partner,"Dara Capital US, Inc.",tony.knecht@daracapital.com,,Salesforce
10847841,Inactive Investor,Wen Hui Wang,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11086809,Inactive Investor,Max Bradley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,max.bradley@fidelity.com,,Salesforce
10773729,Inactive Investor,James Field,Director;President;Regulatory Contact,Okabena Investment Services Inc,jfield@okabena.com,,Salesforce
10619894,,David Jackson,,,djackson@cressetcapital.com,,List Import
11107559,Inactive Investor,Charline Neal,,PFS Investments Inc. Knoxville TN 124 Perimeter Park Rd,charline.neal@primerica.com,,Salesforce
10646100,,William Larkin,,,wlarkin@americanportfolios.com,,List Import
77988,,Brian McCarty,Associate,Thrivent Investment Management Inc.,brian.mccarty@thrivent.com,330-668-4720,
11028815,Inactive Investor,Spencer Christensen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10929576,Inactive Investor,Anthony Gian,Financial Advisor,"MML Investors Services, LLC Renton WA 5209 NE 24th St",agian@financialguide.com,,Salesforce
9637716,,Alexandra Readey,,,areadey@cambridgeassociates.com,,List import
10968266,Inactive Investor,Lameeka Smith,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",lameeka.smith@tiaa.org,,Salesforce
11226777,,ataman kesk,,,atmankesk@gmail.com,,Web Form Fillout
10962245,Inactive Investor,Amanda Turner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10974338,Inactive Investor,John Carroll,,"Northwestern Mutual Investment Services, LLC Colorado Springs CO 90 S Cascade Ave",mike.carroll@nm.com,,Salesforce
10882842,Inactive Investor,Eric Swalla,,Sigma Financial Corporation Zeeland MI 120B S Church St,,,Salesforce
207120,,Jennifer Lyle,,[Unknown],jenniferclyle@gmail.com,,source
11164517,Inactive Investor,Jennifer De Bruin,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,jennifer.debruin@thrivent.com,,Salesforce
11158890,Inactive Investor,Pasquale Pisani,,Avanti Wealth Management,,,Salesforce
11051622,Inactive Investor,Sandra Galdieri Kosiba,Chief Compliance Officer,Capital Wealth Investments,sandi@capitalwealthinvestments.com,,Salesforce
10644981,,Michael Zehfuss,,,mzehfuss@mesirowfinancial.com,,List Import
11016636,Inactive Investor,Tyler Rounsaville,,Park Avenue Securities LLC Hollywood FL 4000 Hollywood Blvd,,,Salesforce
9598196,,James Larkin,,,james@tdcadvisors.com,,List import
10820246,Inactive Investor,Thomas Trecker,,"Cambridge Investment Research, Inc. Green Valley AZ 1011 W Placita Quieta",,,Salesforce
9577104,,Todd Reamann,,,reamann.todd@principal.com,,List import
11088716,Inactive Investor,Eric Gunness,Financial Advisor,LPL Financial LLC Warren RI 91 Main St,eric.gunness@lpl.com,,Salesforce
10879888,Inactive Investor,Bryant Rapp,,J.P. Morgan Securities LLC Mequon WI 5909 W Mequon Rd,bryant.m.rapp@chase.com,,Salesforce
11070659,Inactive Investor,Heidi Clute,,LPL Financial LLC Plattsburgh NY 152 Tom Miller Rd,heidi.clute@lpl.com,,Salesforce
11122744,Inactive Investor,Kaylyn Truelove,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11097123,Inactive Investor,Paul Muhich,Investment Advisor Representative;Managing Member,"Due North Financial, LLC",,,Salesforce
10856528,Inactive Investor,Fe Ong,,"Fortune Financial Services, Inc. New York NY 270 1st Ave",flo@fortunefinancialservices.com,,Salesforce
6361101,,dasaa nhaa,,,evananderson@gmail.com,,Web Form Fillout
11069879,Inactive Investor,Mary Pavia,Co-Chief Executive Officer,Abacus Wealth Partners,,,Salesforce
10489050,,Christopher McCampbell,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",chris.mccampbell@raymondjames.com,469-476-3675,List Import
10616175,,Mark Scalzitti,,,mark.scalzitti@edwardjones.com,,List Import
9568116,,Joseph Zambrano,,,josephzambrano1@gmail.com,,List import
10822423,Inactive Investor,Nathan Kruse,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Lincoln NE 8333 Glynoaks Dr",nate.kruse@nm.com,,Salesforce
11191638,Inactive Investor,Ricky Brown,,"Raymond James Financial Services, Inc. Nacogdoches TX 3556 NE Stallings Dr",ricky.brown@raymondjames.com,,Salesforce
11176980,Inactive Investor,Anthony Torchia,Chief Compliance Officer;Managing Member,Lone Wolf Trading LLC,anthony@lonewolftrading.com,,Salesforce
10843742,Inactive Investor,Timothy Healy,Financial Advisor,Edward Jones Springfield IL 1215 S 4th St,tim.healy@edwardjones.com,,Salesforce
374304,,Arthur Nunes,Senior Partner,Northwest Asset Management,art.nunes@nwasset.com,(425) 838-3691,Database Upload
10837990,Inactive Investor,James Ventura,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alexandria VA 1900 Duke St",james.ventura@ml.com,,Salesforce
11196521,Inactive Investor,Olan Clemens,,State Farm VP Management Corp. Memphis TN 2919 Elmore Park Rd,olanclemens@statefarm.com,,Salesforce
10664237,,Wahab Mohammed,,,wahb22288@gmail.com,,Web Form Fillout
10812372,Inactive Investor,Kenneth Richey,,NYLIFE Securities LLC Ogden UT 710 40th St,krrichey@ft.newyorklife.com,,Salesforce
10883200,Inactive Investor,Reanna Wenham,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Syracuse NY 250 S Clinton St",reanna.wenham@tiaa.org,,Salesforce
11017127,Inactive Investor,Alberto Cortes,,J.P. Morgan Securities LLC Hempstead NY 136 Fulton Ave,,,Salesforce
4304817,,Michael Borchers,,,mborchers@larensa.com,,Web Form Fillout
108710,,Nicole Torvell,,Stars,nicsinaytorres@gmail.com,9109448828,
10806417,Inactive Investor,Larry Holmes,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",larry.d.holmes@wellsfargoadvisors.com,,Salesforce
11039527,Inactive Investor,John Harrell,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",john.harrell@wellsfargoadvisors.com,,Salesforce
10845168,Inactive Investor,George Kiraly,Chief Investment Officer;Founder,"Lodestar Advisory Group, LLC",gkiraly@ldstar.com,,Salesforce
11186415,Inactive Investor,Nikita Bear,,Goldman Sachs & Co.,,,Salesforce
9547517,,Chris Murphy,,,cmurphy@coliseumpartners.com,,List import
11079801,Inactive Investor,Kai Yin Li,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,kai-yin.li@jpmorgan.com,,Salesforce
9565952,,GAURAV MALHOTRA,,,gary@v3capitalpartners.com,,List import
11197758,Inactive Investor,Lori Wray,Wealth Advisor,"Cornerstone Wealth Management, LLC Lake Saint Louis MO 6895 Lake Saint Louis Blvd",,,Salesforce
10900025,Inactive Investor,Ralph Ruby,Financial Advisor,Edward Jones Hendersonville TN 125 Saundersville Rd,ralph.ruby@edwardjones.com,,Salesforce
9643177,,Dustin Terry,,,dustin.w.terry@gmail.com,,List import
10893134,Inactive Investor,Gregory Cusson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,gregory_cusson@vanguard.com,,Salesforce
11106554,Inactive Investor,Christina Bradley,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,christina.valucci@ubs.com,,Salesforce
10863813,Inactive Investor,Stacy Gager,,"Wells Fargo Clearing Services, LLC Carlsbad CA 6961 El Camino Real",stacy.m.gager@wellsfargo.com,,Salesforce
9630855,,jerome tankersley,,,jbtank@gmail.com,,List import
10995972,Inactive Investor,Alexander Nikpour,Co-Founder;Partner,"Ethos Financial Group, LLC",lnikpour@ethosfg.com,,Salesforce
11046685,Inactive Investor,Cindy Love,,UBS Financial Services Inc. Denver CO 370 17th St,cindy.riordan@ubs.com,,Salesforce
10617632,,Terrence Volk,,,terrence.volk@wellsfargoadvisors.com,,List Import
11158487,Inactive Investor,Elena Baymeeva,,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
10951274,Inactive Investor,Christopher Lang,Advisor,"Tradewinds Capital Management, LLC",,,Salesforce
10855416,Inactive Investor,Richard Smith,Financial Advisor,SageSpring Wealth Partners,richard.smith@sagespring.com,,Salesforce
10613168,,Bryan Nunberg,"Senior Financial Advisor, Senior Vice President",,bryan.nunberg@ml.com,,List Import
10900643,Inactive Investor,Randy Valentine,,"Raymond James Financial Services, Inc. Grandville MI 4056 56th St SW",randy.valentine@raymondjames.com,,Salesforce
11021468,Inactive Investor,Kathryn Brill,,Jefferies LLC,kbrill@jefferies.com,,Salesforce
11078795,Inactive Investor,Jaqueline Polanco,,"Independent Financial Group, LLC Aliso Viejo CA 3 Polaris Way",,,Salesforce
11070272,Inactive Investor,Michael Dejesus,,Purple Dog Investments LLC,,,Salesforce
10939704,Inactive Investor,Michael Pelo,,"Northwestern Mutual Investment Services, LLC Provo UT 5252 N Edgewood Dr",michael.pelo@nm.com,,Salesforce
3947239,,Alex Dunsdon,,,alexdunsdon@gmail.com,,Web Form Fillout
11069652,Inactive Investor,Richard Steele,,"Cambridge Investment Research, Inc. Omaha NE 11590 W Dodge Rd",,,Salesforce
10774206,Inactive Investor,David Kreske,Financial Advisor,"Wells Fargo Clearing Services, LLC Ann Arbor MI 2723 S State St",david.kreske@wellsfargoadvisors.com,,Salesforce
9594453,,Stuart Shiff,,,stuart@vimeo.com,,List import
10791220,Inactive Investor,Michael Wark,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Sangerville ME 315 Frenchs Mill Rd",michael.wark@ampf.com,,Salesforce
9617383,,itay ophir,,,itay@finova-capital.com,,List import
11217525,,Ameen Iraqi,,,ameen.iraqi@jpmorgan.com,,Other
9546126,,Luis Fernández-Caballero Lamana,,,carferlui@gmail.com,,List import
9640382,,John Howard-Smith,,,john.howard-smith@psigma.com,,List import
11040346,Inactive Investor,Aaron Servais,,"U.S. Bancorp Investments, Inc. Sioux Falls SD 141 N Main Ave",aaron.servais@usbank.com,,Salesforce
10770286,Inactive Investor,Brock Renner,Executive Director;Portfolio Management Director;Private Wealth Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,brock.renner@morganstanleypwm.com,,Salesforce
11232718,Inactive Investor,Luis Castro,,"Allstate Financial Services, LLC La Grange IL 5508 S Brainard Ave",,,Salesforce
11088368,Inactive Investor,Jerry Porch,Financial Advisor,Edward Jones Jasper AL 103 18th St E,,,Salesforce
9633951,,Brian Fehrenbach,,,bkfehrenbach@icloud.com,8479178618,List import
11053795,Inactive Investor,Emma Bean,Financial Advisor,Charter Oak Capital Management,emma@charteroakcm.com,,Salesforce
9647652,,Jerome Sonnet,,,jerome.sonnet@ito-invest.lu,,List import
11127105,Inactive Investor,Deborah Birch,,"Cambridge Investment Research, Inc. Glenwood Springs CO 817 Colorado Ave",debbie.birch@cambridgesecure.com,,Salesforce
9584789,,Willard Scott,,,will.scott@transamerica.com,,List import
10881991,Inactive Investor,Taylor Hough,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",taylor.hough@ml.com,,Salesforce
10810395,Inactive Investor,Michael Coffield,Private Wealth Advisor,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",michael.p.coffield@ampf.com,,Salesforce
11113637,Inactive Investor,Benton Miller,Financial Advisor;Financial Consultant,"CUSO Financial Services, L.P. Grand Rapids MI 641 44th St SE",,,Salesforce
11206510,Inactive Investor,David Blevins,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
10611728,,James Stanley,Financial Advisor,,russell.stanley@wellsfargoadvisors.com,,List Import
349038,,Richard Ortiz,Managing Director & Founding Partner,Hudson Realty Capital Llc,rortiz@hudsoncap.com,212-532-3553,Manual List Upload
10919170,Inactive Investor,Garett Thibodeaux,Financial Advisor,Edward Jones Abbeville LA 102 Thomas St,garett.thibodeaux@edwardjones.com,,Salesforce
10604408,,Paul M. Caspersen,", CFP®, MS (Financial Planning & Taxation), AEP®","Planned Giving Interactive, LLC",paul@estategiftplanning.com,3527270454,List Import
9648217,,Alejandra Salaverria,,,alejandra.m.salaverria@gmail.com,,List import
10818492,Inactive Investor,Alexander Venuti,Premier Banker,"Wells Fargo Clearing Services, LLC Charlotte NC 7624 Pineville Matthews Rd",alexander.venuti@wellsfargoadvisors.com,,Salesforce
10855285,Inactive Investor,Dennis Williamson,,"Capitol Securities Management, Inc. Morristown NJ 89 Headquarters Plz",dwilliamson@capitolsecurities.com,,Salesforce
10978878,Inactive Investor,Shady Shamaa,Client Service Associate,Citigroup Global Markets Inc. Staten Island NY 1492 Hylan Blvd,,,Salesforce
10824752,Inactive Investor,Allen Taylor,,The AmeriFlex Group Orange CA 1045 W Katella Ave,,,Salesforce
10815208,Inactive Investor,David Wallace,Financial Advisor,Edward Jones Columbia SC 146 Leisure Ln,david.wallace@edwardjones.com,,Salesforce
9591006,,Ronald Wagner,,,rwagner@wlisinvest.com,,List import
10851997,Inactive Investor,Matthew Borders,Financial Professional,LPL Financial LLC Spokane WA 16201 E Indiana Ave,matt.borders@lpl.com,,Salesforce
221097,,Scott Dyer,,[Unknown],bt3holesnipe@icloud.com,,Direct
10907185,Inactive Investor,Alessandra Marciano,Financial Advisor,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
11177850,Inactive Investor,Howard Lorch,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",howard.lorch@wellsfargoadvisors.com,,Salesforce
10872090,Inactive Investor,Rachel Vergenz,,PFS Investments Inc. Janesville WI 4323 Milton Ave,rachel.vergenz@primerica.com,,Salesforce
10765466,Inactive Investor,Timothy Fitzgerald,Senior Vice President;Wealth Advisor,Morgan Stanley Atlanta GA 5 Concourse Pkwy,timothy.fitzgerald@morganstanley.com,,Salesforce
10761781,Inactive Investor,Zachary Kallick,Employee Benefits Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",,,Salesforce
10863414,Inactive Investor,Stanley Leong,Private Wealth Advisor,"Ameriprise Financial Services, LLC Roseville CA 1700 Eureka Rd",stanley.c.leong@ampf.com,,Salesforce
9547376,,Ted Oliva,,,toliva-em@rogers.com,,List import
10796590,Inactive Investor,Thomas Crane,,"Kestra Investment Services, LLC New City NY 265 S Little Tor Rd",,,Salesforce
11028076,Inactive Investor,Craig Goldslager,Financial Advisor,"Osaic Wealth, Inc. West Palm Beach FL 2005 Vista Pkwy",,,Salesforce
10944124,Inactive Investor,Jie Xu,,"Transamerica Financial Advisors, Inc Buffalo Grove IL 321 W Dundee Rd",jie.xu@tfaconnect.com,,Salesforce
9595571,,Thomas Kelley,,,tkelleyrtd@gmail.com,,List import
10972883,Inactive Investor,Ivelisse Ramirez Rosa,,"Popular Securities, LLC Mayaguez PR 1 Calle Suau",,,Salesforce
11138012,Inactive Investor,Eli Cook,,"Northwestern Mutual Investment Services, LLC Springfield IL 2921 Greenbriar Dr",eli.cook@nm.com,,Salesforce
10657121,,Brant Spreitzer,,,brant.spreitzer@countryfinancial.com,,List Import
11088868,Inactive Investor,Bryan Steiner,Financial Advisor;Financial Professional,"Pruco Securities, LLC. Newhall CA 22807 Lyons Ave",bryan.steiner@prudential.com,,Salesforce
10766364,Inactive Investor,Spencer French,Associate Vice President;Financial Advisor,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,spencer.french@morganstanley.com,,Salesforce
11254855,Inactive Investor,Erik Klinger,Financial Advisor,LPL Financial LLC Westlake Village CA 2945 Townsgate Rd,,,Salesforce
10909907,Inactive Investor,James Pazderak,Chief Compliance Officer;Founder;President,Covenant Wealth Advisors,,,Salesforce
10955933,Inactive Investor,Giovanna Egas,Private Client Advisor,J.P. Morgan Securities LLC Key Biscayne FL 320 Crandon Blvd,giovanna.egas@jpmorgan.com,,Salesforce
9635540,,Matt Gordillo,,,mgordillo@ancora.net,,List import
10794056,Inactive Investor,Andrew Kuo,Managing Director,"Western International Securities, Inc.",,,Salesforce
10909210,Inactive Investor,Beatriz Zuniga,,"Wells Fargo Clearing Services, LLC Glendale AZ 9082 W Glendale Ave",,,Salesforce
10970504,Inactive Investor,Bradley Peavler,Investment Executive,"Fifth Third Securities, Inc. Louisville KY 3901 Dixie Hwy",,,Salesforce
10774598,Inactive Investor,Robert Gentry,Financial Analyst;Member;Principal;Regulatory Contact,Stewart & Patten Co LLC,rob@stewartandpatten.com,,Salesforce
9572197,,Val Tornicelli,,,tornicelli.val@principal.com,,List import
10810640,Inactive Investor,Sean Flatley,Executive Vice President;Treasurer,Sterling Investment Advisors Ltd.,seanf@sterling-advisors.com,,Salesforce
10980168,Inactive Investor,Michael Corbitt,,"Osaic Wealth, Inc. Springfield NJ 633 Morris Ave",,,Salesforce
11194412,Inactive Investor,John Nori,,"Osaic Wealth, Inc. Sterling Heights MI 12900 Hall Rd",,,Salesforce
171154,,fggfg fgfgf,,[Unknown],vnhocz@jadamspam.pl,,
10834050,Inactive Investor,Matthew Buikema,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Battle Creek MI 15164 Helmer Rd S,mbuikema@janney.com,,Salesforce
9567855,,Hossein Esmaeili,,,hossein.esmaeili.ku@gmail.com,,List import
10913785,Inactive Investor,Daniel Johnson,Founder;Owner,Refocus Financial Winston Salem NC 500 W 5th St,daniel@refocusfp.com,,Salesforce
10981595,Inactive Investor,Conner Murray,Director - Operations;Financial Advisor;Regulatory Contact,Mountain Capital Investment Advisors Inc,cmurray@mountaincapital.us,,Salesforce
10604590,,Sasha Stewart,COO,"Marmo Financial Group, LLC",sasha@marmofinancial.com,423-282-0514,List Import
11099240,Inactive Investor,Alexander Witkowski,,Edward Jones Kaysville UT 275 N 300 W,sandy.witkowski@edwardjones.com,,Salesforce
11100396,Inactive Investor,Jack Andrews,Chief Compliance Officer;Chief Financial Officer;Corporate Secretary;Director;President,Athena Investment Management Pasadena CA 180 S Lake Ave,,,Salesforce
9628044,,Greg Coleman,,,gregcoleman1001@gmail.com,,List import
10936296,Inactive Investor,Benjamin Bogetto,,"First Heartland Capital, Inc. Saint Louis MO 10777 Sunset Office Dr",bbogetto@firstheartland.com,,Salesforce
180251,,cesar ramirez,,[Unknown],chapa.alejandro@gmail.com,,Paid Social
10906350,Inactive Investor,David Lucas,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11057182,Inactive Investor,Robert Kintz,Financial Consultant,LPL Financial LLC Portsmouth NH 875 Greenland Rd,robert.kintz@lpl.com,,Salesforce
10613926,,James Tapia,Financial Advisor,,james.tapia@wellsfargoadvisors.com,,List Import
9576594,,Michael Klaber,,,michael.klaber@lfg.com,,List import
10982509,Inactive Investor,Luke Ferrell,,"Steward Partners Investment Solutions, LLC Jasper AL 102 19th Street E",,,Salesforce
11199781,Inactive Investor,Crystal Dickerson,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",crystal.dickerson@prudential.com,,Salesforce
9598681,,Thomas Roehl,,,troehl@roehl-yi.com,,List import
10619562,,Angela Jackson,,,angela.d.jackson@morganstanley.com,,List Import
10996673,Inactive Investor,Rita Ingram,Financial Advisor,Commonwealth Financial Network Fresno CA 1350 E Spruce Ave,ringram@commonwealth.com,,Salesforce
10862048,Inactive Investor,Rory Stelzer,Financial Advisor,Edward Jones Cambridge OH 351 Highland Ave,rory.stelzer@edwardjones.com,,Salesforce
9641286,,Daren Driskill,,,darendriskill@yahoo.com,,List import
11050472,Inactive Investor,Amanda Avila,,Fidelity Brokerage Services LLC,,,Salesforce
10974194,Inactive Investor,Timothy Pipkens,Financial Advisor,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
11180606,Inactive Investor,Jefferson Howard,,Mutual of America Securities LLC Austin TX 9442 N Capital of Texas Hwy,taylor.howard@mutualofamerica.com,,Salesforce
11071325,Inactive Investor,David Levine,,"Northland Securities, Inc.",dlevine@northlandsecurities.com,,Salesforce
10980912,Inactive Investor,Maykel Almuina,,PFS Investments Inc. Hialeah FL 3426 W 84th St,maykel.almuina@primerica.com,,Salesforce
11113671,Inactive Investor,Susan Stenzel,,United Planners' Financial Services of America A Limited Partner Rochester MN 1741 2nd St SW,,,Salesforce
9466646,,Lance & Keri Miller Jt. Living Trust 4-1-04,,Lance & Keri Miller Jt. Living Trust 4-1-04,lance@cybermillers.com,,Other
11170855,Inactive Investor,Jacob Ruggles,,Commonwealth Financial Network Whitehall PA 881 3rd St,jruggles@commonwealth.com,,Salesforce
10849631,Inactive Investor,Rodney Brooks,Wealth Advisor,"Retirement Planning Solutions, LLC",rodney@rps-ria.com,,Salesforce
11190281,Inactive Investor,Paul Doupe,Private Client Associate,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,pdoupe@janney.com,,Salesforce
9555264,,Jason Quinn,,,jason.quinn@suntrust.com,,List import
11096732,Inactive Investor,Isaac Montano,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
9646382,,Zach Insani,,,zinsani@outlook.com,,List import
11148584,Inactive Investor,Michael Hart,,LPL Financial LLC Parker CO 8785 N Awl Rd,mike.hart@lpl.com,,Salesforce
10891072,Inactive Investor,Maarten Kerstens,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,maarten_kerstens@vanguard.com,,Salesforce
11101811,Inactive Investor,Cesar Baez,,Four Points Capital Partners LLC Buffalo NY Private Residence,cbaez@4pointscapital.com,,Salesforce
11049129,Inactive Investor,Anthony Hillman,,GWN Securities Inc. Apopka FL Private Residence,ahillman@gwnsecurities.com,,Salesforce
11187450,Inactive Investor,Dennis Tarrant,Senior Vice President - Investments,Davenport & Company LLC,dtarrant@investdavenport.com,,Salesforce
10787726,Inactive Investor,Wai Lo,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",bernard.lo@wellsfargo.com,,Salesforce
342130,,Liz Priestman,,,liz@dealgateway.com,,
190952,,Leonardo Crivelaro,,[Unknown],crivelaroleo@gmail.com,,source
11110528,Inactive Investor,Sandra Harrington,,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",sandra.harrington@rbc.com,,Salesforce
10771299,Inactive Investor,Robert Thorne,Private Client Advisor;Vice President,J.P. Morgan Securities LLC New York NY 810 7th Ave,robert.t.thorne@jpmorgan.com,,Salesforce
10950256,Inactive Investor,Gila Rubinstein,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
10644705,,Zargham Shah,,,zshah@lincolninternational.com,,List Import
10891974,Inactive Investor,William Pflueger,Financial Advisor,Edward Jones Brandon FL 344 E Bloomingdale Ave,hunter.pflueger@edwardjones.com,,Salesforce
346872,,David Eggers,"Senior Property Fund Manager, Property Fund Management",Irish Life Investment Managers Limited,david.eggers@ilim.com,003-531-7041200,Manual List Upload
11092744,Inactive Investor,Ryan Weinberg,,"Principal Securities, Inc. Downers Grove IL 3333 Finley Rd",weinberg.ryan@principal.com,,Salesforce
10770869,Inactive Investor,Mark Dicristina,,"Truist Investment Services, Inc. Atlanta GA 303 Peachtree St NE",mark.dicristina@truist.com,,Salesforce
11189235,Inactive Investor,Ryan Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Saint Paul MN 4637 White Bear Pkwy",ryan.johnson@ampf.com,,Salesforce
10949245,Inactive Investor,Keira Tollefsrud,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11144274,Inactive Investor,John Kesner,Financial Advisor,LPL Financial LLC Van Buren AR 1924 Fayetteville Rd,john.kesner@lpl.com,,Salesforce
11193157,Inactive Investor,Cassandra Cox,Financial Advisor,Edward Jones Ishpeming MI 1332 US Hwy 41 W,cassie.cox@edwardjones.com,,Salesforce
10959148,Inactive Investor,Courtney Shan,,Cetera Investment Services LLC Torrance CA 23211 Hawthorne Blvd,,,Salesforce
10959386,Inactive Investor,Stephen Conte,,"Allstate Financial Services, LLC Melville NY 534 Broadhollow Rd",steveconte@allstate.com,,Salesforce
9618966,,Gregory Cote,,,gcote@lakepointecapital.net,,List import
1005257,Inactive Investor,Hamidreza Rezaei,,TBD,ermanrezaei@gmail.com,ermanrezaei@gmail.com,
9596701,,Demontez Johnson,,,demontez74@gmail.com,,List import
9647988,,John Toy,,,johnwtoy@hotmail.com,,List import
11107862,Inactive Investor,Richard Robinson,,"CreativeOne Securities, LLC New Carlisle IN 113 E Michigan St",rrobinson@c1s.net,,Salesforce
11152997,Inactive Investor,Deborah Monahan,,"RBC Capital Markets, LLC Mount Laurel NJ 3000 Atrium Way",deborah.monahan@rbc.com,,Salesforce
11173067,Inactive Investor,Michael Nguyen,,PNC Investments Cleveland OH 1900 E 9th St,,,Salesforce
10614967,,Daniel Livingstone,"Financial Advisor, Senior Vice President",,daniel.livingstone@morganstanley.com,,List Import
10925501,Inactive Investor,Nicholas Perry,Financial Advisor,Edward Jones Houston TX 15840 FM 529 Rd,nicholas.perry@edwardjones.com,,Salesforce
10781937,Inactive Investor,Erik Varhus,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,erik.c.varhus@jpmorgan.com,,Salesforce
11098626,Inactive Investor,Richard Birch,Financial Advisor,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,rbirch@rwbaird.com,,Salesforce
340651,,Martin Garcia,CFO,"Bitkraft Ventures Management, Llc",martin@bitkraft.vc,650-690-1968,Manual List Upload
116401,,Sandra Stack-Potjunas,,"Fifth Third Securities, Inc.",sandra.stackpotjunas@53.com,330-422-5095,
11146864,Inactive Investor,Brandon Cauley,,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
10999541,Inactive Investor,Kevin Hauri,,CIBC World Markets Corp.,kevin.hauri@cibc.com,,Salesforce
10509879,,Alexandra Levaggi,Marketing Associate,BlackRock,alexandra.levaggi@blackrock.com,,List Import
10648087,,Robert Lee,,,rlee@eabuck.com,,List Import
100963,,Phil Bartoe,,Retired,pbartoe77@gmail.com,7707577591,
10946300,Inactive Investor,Michael Black,,BNY Mellon Securities Corporation Boston MA 201 Washington St,michael.black@bnymellon.com,,Salesforce
11081003,Inactive Investor,Dennis Donovan,Client Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,dennis.donovan@ubs.com,,Salesforce
11162578,Inactive Investor,Bruce Woodruff,,Cetera Advisor Networks LLC Orlando FL 3101 Maguire Blvd,bruce.woodruff@ceterawealth.com,,Salesforce
10805060,Inactive Investor,Dean Scarpa,Financial Advisor;First Vice President - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Northfield NJ 1337 Tilton Rd,,,Salesforce
10782292,Inactive Investor,Blair Hill,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",blair_hill@ml.com,,Salesforce
210954,,Thomas Reitz,,M&T Bank,tommyreitz1@gmail.com,4432541009,Organic Search
10615325,,Glen Macdonald,"Financial Advisor, Senior Vice President - Wealth Management",,glen.macdonald@morganstanley.com,,List Import
10784092,Inactive Investor,Tallie Taylor,Director - Alternative Investments;Institutional Consulting Director;Managing Director;Portfolio Management Director;Private Wea,Morgan Stanley New York NY 1585 Broadway,tallie.d.taylor@morganstanley.com,,Salesforce
11170724,Inactive Investor,Joanne Hempel,,"Woodmen Financial Services, Inc.",jhempel@woodmen.org,,Salesforce
11125235,Inactive Investor,Gregory Byrd,,PFS Investments Inc. Rochester NY 485 Titus Ave,gregory.byrd@primerica.com,,Salesforce
10932990,Inactive Investor,Carla Gray-Bedell,Financial Professional Associate,"Pruco Securities, LLC. Charlotte NC 5605 Carnegie Blvd",carla.graybedell@prudential.com,,Salesforce
10768811,Inactive Investor,Michael Benoit,Manager;Managing Director;Senior Consultant;Treasurer,Fiducient Advisors LLC,mbenoit@dimeoschneider.com,,Salesforce
10845359,Inactive Investor,Panfilo Guglielmi,Founder;Member;Partner,"Advanced Capital Advisors, LLC Glastonbury CT 628 Hebron Ave",panfilo@advancedcapitaladvisors.com,,Salesforce
11173586,Inactive Investor,Stuart Smith,Financial Advisor,"Ameriprise Financial Services, LLC Burnsville MN 12280 Nicollet Ave",stuart.b.smith@ampf.com,,Salesforce
229002,, -,,[[Unknown]],sebastian@gmail.com,,
11092369,Inactive Investor,Courtney Baxter,Financial Advisor,Commonwealth Financial Network Douglas WY Private Residence,cbaxter@commonwealth.com,,Salesforce
10800569,Inactive Investor,Roger Anderson,,"Ausdal Financial Partners, Inc. Aurora IL 2000 W Galena Blvd",rogeranderson@afpadvisor.com,,Salesforce
11144573,Inactive Investor,Shawn Lenahan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11064140,Inactive Investor,Thomas Crutchfield,Manager,Commonwealth Financial Network,tcrutchfield@commonwealth.com,,Salesforce
10868812,Inactive Investor,Shawn Pomeroy,Financial Advisor,LPL Financial LLC Waseca MN 213 15th Ave NE,shawn.pomeroy@lpl.com,,Salesforce
8480898,,Patrick Yaghoobians,,Horst & Graben,patrick@horstandgraben.com,,List Import
216793,,Rodney MacIntyre,,[Unknown],rod.macintyre@saswealth.com,,Event
7057920,,Sergio Gomez,,,sergmgomez@hotmail.com,,Web Form Fillout
10792670,Inactive Investor,Wendy Bowes,Financial Advisor,"Good Life Advisors, LLC Lock Haven PA 214 High St",wendy.bowes@goodlifefa.com,,Salesforce
10917571,Inactive Investor,Robin Pacholder,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",robin.pacholder@nm.com,,Salesforce
10882058,Inactive Investor,Vincent Miceli,,"Wells Fargo Clearing Services, LLC Deerfield Beach FL 1007 S Federal Hwy",vincent.a.miceli@wellsfargo.com,,Salesforce
222048,,Anh-?ào Nguy?n,,Anh-Ä?Ã o Nguyá»…n,annadao2000@gmail.com,,Direct
10931277,Inactive Investor,Heather Barniak,Financial Advisor,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",heather.barniak@equitable.com,,Salesforce
11175984,Inactive Investor,Alfonso Tapia,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manhattan Beach CA 3016 N Sepulveda Blvd",alfonso.tapia@ml.com,,Salesforce
10949383,Inactive Investor,Anjuli Tabing,,Goldman Sachs & Co.,,,Salesforce
10779023,Inactive Investor,Daniel Henderson,Chairman;Chief Executive Officer,Cookson Peirce Wealth Management,dsh@cooksonpeirce.com,,Salesforce
10801010,Inactive Investor,Robert Fournier,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",robert_fournier@ml.com,,Salesforce
10855248,Inactive Investor,Rakesh Patel,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9564174,,Barry Guinn,,,bguinn@argentadvisors.com,,List import
9596998,,Melanie Guhit,,,mguhit@merceradvisors.com,,List import
11028888,Inactive Investor,Cameron Voegele,Investment Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10795654,Inactive Investor,H Rappaport,,"International Assets Advisory, LLC Wayne PA 150 N Radnor Chester Rd",,,Salesforce
10924263,Inactive Investor,Mark Preisero,,"Ameritas Investment Company, LLC Brooklyn NY 29 Bay Ridge Ave",mark.preisero@ameritas.com,,Salesforce
11003566,Inactive Investor,Luke Van Meter,,"Cadaret, Grant & Co., Inc. Little Falls NY 536 E Main St",,,Salesforce
11037598,Inactive Investor,Angelina Blackwell,,"Pruco Securities, LLC. Irvine CA 3333 Michelson Dr",angelina.blackwell@prudential.com,,Salesforce
10940052,Inactive Investor,Daniel Rastegar Panah,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,daniel_rastegar-panah@vanguard.com,,Salesforce
9640314,,Robert Shapiro,,,robert.shapiro@ropesgray.com,,List import
11255362,Inactive Investor,Brian Mcauliffe,Investment Analyst,LotusGroup Advisors,brian@lgadvisors.com,,Salesforce
9574903,,Hardik patel,,,hardik.miner@gmail.com,,List import
11071418,Inactive Investor,Shannon Irwin,Private Wealth Advisor,"Sorrento Pacific Financial, LLC Ventura CA 2674 E Main St",sirwin@mybd.com,,Salesforce
10778452,Inactive Investor,Leia Carpenter,Chief Compliance Officer;Managing Principal;Principal,Adell Harriman & Carpenter,leiac@ahcinvest.com,,Salesforce
10927563,Inactive Investor,Jill Haueter,,"Cambridge Investment Research, Inc. Chagrin Falls OH Private Residence",,,Salesforce
11202097,Inactive Investor,Max Briggs,Chief Executive Officer;President;Regulatory Contact,FLC Capital Advisors,mbriggs@flccapital.com,,Salesforce
9568875,,Paul Sikkenga,,,caikkenga@gmail.com,,List import
11022221,Inactive Investor,Garth Gipson,Financial Advisor;Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Visalia CA 108 W Center Ave",garth.gipson@ampf.com,,Salesforce
349545,,Helen Hamada,"Director, chair",Miller Howard Investments Inc,helen@mhinvest.com,845-679-9166,Manual List Upload
9629559,,Kamal Sleiman,,,kamalsleiman@icloud.com,,List import
11033139,Inactive Investor,Ruben Cavada,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Hollywood CA 5025 Lankershim Blvd",ruben.cavada@ml.com,,Salesforce
10831181,Inactive Investor,Edward Tsuker,,"Kingswood Capital Partners, LLC Miami FL 1111 Brickell Ave",,,Salesforce
9631768,,Mark Sheffer,,,marksheffer56@gmail.com,,List import
10805449,Inactive Investor,David Beltran,,"Cambridge Investment Research, Inc. San Mateo CA 1900 S Norfolk St",,,Salesforce
9556169,,???? ????,,,eimaiparanomos@gmail.com,,List import
10951400,Inactive Investor,Jonghong Park,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Los Angeles CA 3435 Wilshire Blvd",jonghong.park@tfaconnect.com,,Salesforce
10937353,Inactive Investor,Omar Berrocal,,Innovation Partners LLC,oberrocal@innovationpartnersllc.com,,Salesforce
9594043,,Brian Kraus,,,briank@krauscapital.com,,List import
10756494,Inactive Investor,Parker Harris,Financial Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",parker.harris@ml.com,,Salesforce
10847570,Inactive Investor,Donald Carpenter,Chief Compliance Officer;Managing Member,Family Faith & Finance Asset Management Norco CA Private Residence,,,Salesforce
7442017,,glauber santos,,,glauberosantos@gmail.com,,Web Form Fillout
11024817,Inactive Investor,Jaime Torres-Mendoza,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",,,Salesforce
10901269,Inactive Investor,Jan Schiedel,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boise ID 902 W Main St",jan.schiedel@schwab.com,,Salesforce
11046969,Inactive Investor,John Pruess,Senior Client Service Associate,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,john.pruess@ubs.com,,Salesforce
9554057,,Martin Leon,,,leon_5791@yahoo.com,,List import
11153769,Inactive Investor,Luis Vegas,,Snowden Account Services LLC Chicago IL 151 N Franklin St,lvegas@snowdenlane.com,,Salesforce
10959277,Inactive Investor,Rebekah Neiman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,rebekah.neiman@fmr.com,,Salesforce
10885011,Inactive Investor,Changqin You,Managing Member,"Align Investment Advisors, LLC",charlieyou@alignadvisors.com,,Salesforce
10932103,Inactive Investor,Thomas Cannizzo,,LPL Financial LLC Bridgewater NJ Private Residence,tom.cannizzo@lpl.com,,Salesforce
10778569,Inactive Investor,Steven Carlsen,,LPL Financial LLC Rancho Palos Verdes CA 550 Silver Spur Rd,steven.carlsen@lpl.com,,Salesforce
4250040,,Oke Jhon,,,shendiramadhani@gmail.com,,Web Form Fillout
10871986,Inactive Investor,Christopher Manning,Financial Advisor,Edward Jones Henderson NC 232 Dabney Dr,chris.manning@edwardjones.com,,Salesforce
10770634,Inactive Investor,Jeffrey Caden,Premier Banker,"Wells Fargo Clearing Services, LLC Melbourne FL 1970 W New Haven Ave",jeffrey.caden@wellsfargo.com,,Salesforce
9546359,,Micah Mclaurin,,,mmclaurin0001@mymail.lausd.net,,List import
11005472,Inactive Investor,William Bowens,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,wbowens@primerica.com,,Salesforce
11115867,Inactive Investor,Raymond Becker,Financial Professional,"Berthel, Fisher & Company Financial Services, Inc. Atchison KS 701 Kansas Ave",,,Salesforce
11009843,Inactive Investor,Grant Messner,Financial Advisor,"Osaic Wealth, Inc. Lees Summit MO 3640 NE Ralph Powell Rd",,,Salesforce
10783494,Inactive Investor,David McLaughlin,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10757516,Inactive Investor,Gail Giclas,Senior Vice President,"Raymond James & Associates, Inc. Tucson AZ 5285 E Williams Cir",gail.giclas@raymondjames.com,,Salesforce
145241,,Kannan S,,[Unknown],kannangod123@gmail.com,,source
9611968,,Ronald Elliott,,,ronex2145@yahoo.com,,List import
10792331,Inactive Investor,Eric Mayer,Vice President - Investments,"Raymond James & Associates, Inc. Naperville IL 620 N River Rd",eric.mayer@raymondjames.com,,Salesforce
82079,,Bobak Khodaie,Financial Advisor,"MML Investors Services, LLC",bkhodaie@massmutual.com,505-203-5163,
10841052,Inactive Investor,Cynthia Hinck,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 3414 Peachtree Rd NE",cynthia.hinck@wellsfargoadvisors.com,,Salesforce
11169168,Inactive Investor,Thomas Cook,,"Raymond James Financial Services, Inc. Medford OR 3228 Hillcrest Park Dr",tom.cook@raymondjames.com,,Salesforce
11011300,Inactive Investor,Artin Muradyan,,GWN Securities Inc. Pasadena CA 177 E Colorado Blvd,,,Salesforce
11118224,Inactive Investor,Patrick Cummings,Financial Advisor;Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Portland OR Private Residence",patrick.cummings@rbc.com,,Salesforce
11037472,Inactive Investor,Leonard Suskind,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,leonard.suskind@ubs.com,,Salesforce
9613438,,Adam Dettmer,,,adettmer@williamblair.com,,List import
11020989,Inactive Investor,Jason Naylor,,Build A Better Financial Future LLC,,,Salesforce
11044878,Inactive Investor,Michael Bacchini,Financial Advisor,"Ameriprise Financial Services, LLC Exton PA 855 Springdale Dr",michael.bacchini@ampf.com,,Salesforce
10785025,Inactive Investor,James McDonald,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,,,Salesforce
11007906,Inactive Investor,Cody Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,cody.smith@fidelity.com,,Salesforce
9624322,,Chad Lupkes,,,chadlupkes@gmail.com,,List import
11082421,Inactive Investor,Christopher Jaggi,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Livonia MI 19500 Victor Pkwy",christopher.p.jaggi@ampf.com,,Salesforce
10795435,Inactive Investor,Todd Anderson,Financial Advisor;Senior Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,todd.p.anderson@morganstanley.com,,Salesforce
10833342,Inactive Investor,Svetlana Kurmangaliyeva,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,svetlana.kurmangaliyeva@morganstanley.com,,Salesforce
11165530,Inactive Investor,Madyson Mercer,,J.P. Morgan Securities LLC Indianapolis IN 702 E 86th St,madyson.mercer@jpmorgan.com,,Salesforce
10619315,,Matthew Grennell,,,matt.grennell@chicagopartnersllc.com,,List import
7673583,,Sinan KOCABU?A,,,cni79@hotmail.com,,Web Form Fillout
199863,,Julien Gueguen,,[Unknown],gueguenj@yahoo.fr,,
11104182,Inactive Investor,Nancy Albrethsen,Administrative Assistant,"Ameriprise Financial Services, LLC Twin Falls ID 1025 Shoshone St N",nancy.albrethsen@ampf.com,,Salesforce
11211302,Inactive Investor,Elaine Oneil,,"Wells Fargo Clearing Services, LLC Sun City West AZ 19002 N R H Johnson Blvd",,,Salesforce
10847232,Inactive Investor,James Kelleher,Financial Advisor,Edward Jones Woodbury Heights NJ 1006 Mantua Pike,jim.kelleher@edwardjones.com,,Salesforce
9592732,,Bryan warman,,,orionnebula116@gmail.com,,List import
11138524,Inactive Investor,Jian Shi,Financial Advisor,Morgan Stanley Berwyn PA 899 Cassatt Rd,serina.shi@morganstanley.com,,Salesforce
336443,,Gary Link,Member,"Red Lighthouse Investment Management, Llc",glink@redlighthouseinvestment.com,917-660-0980,Manual List Upload
10894876,Inactive Investor,Norman Cauntay,Financial Advisor,Edward Jones Long Beach CA 3780 Kilroy Airport Way,norm.cauntay@edwardjones.com,,Salesforce
10833297,Inactive Investor,William Merrick,Representative,LPL Financial LLC Earlysville VA Private Residence,william.merrick@lpl.com,,Salesforce
10808866,Inactive Investor,Christopher Linkhorn,Branch Manager;First Vice President;Senior Portfolio Manager,Morgan Stanley Eugene OR 975 Oak St,christopher.linkhorn@morganstanley.com,,Salesforce
10956911,Inactive Investor,Uday Patel,,J.P. Morgan Securities LLC Arlington Heights IL 43 E Golf Rd,uday.v.patel@jpmorgan.com,,Salesforce
11104168,Inactive Investor,Alexander Polovetsky,,J.P. Morgan Securities LLC Glen Head NY 240 Glen Head Rd,alexander.polovetsky@jpmorgan.com,,Salesforce
11032140,Inactive Investor,Andrew Thomas,,"MML Investors Services, LLC Galesburg IL 2101 Windish Dr",,,Salesforce
11038486,Inactive Investor,Juan Cruz,,"Horace Mann Investors, Inc. Chula Vista CA 737 3rd Ave",juan.cruz@horacemann.com,,Salesforce
9610317,,Abubakar Haruna,,,sadeeq9411@gmail.com,,List import
9542575,,William Furst,,,ehhs62@hotmail.com,,List import
10612911,,Stephen Smoragiewicz,Financial Advisor,,stephen.smoragiewicz@ml.com,,List Import
11034881,Inactive Investor,Boisy Jackson,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,boisy.jackson@primerica.com,,Salesforce
11021605,Inactive Investor,Joseph Parker,,J.P. Morgan Securities LLC Baton Rouge LA 15138 Airline Hwy,,,Salesforce
9585035,,Kevin Johnston,,,kevin@kevinjohnston.ca,,List import
10901951,Inactive Investor,Anna Podkowiak,,PFS Investments Inc. Hamden CT 105 Sanford St,anna.podkowiak@primerica.com,,Salesforce
9572026,,Jana Bedná?ová,,,bednarovajana@centrum.cz,,List import
11000174,Inactive Investor,Ali Alavi,,J.P. Morgan Securities LLC Torrance CA 17200 Hawthorne Blvd,ali.alavi@jpmorgan.com,,Salesforce
11150682,Inactive Investor,Peter Dalis,,NYLIFE Securities LLC Scottsdale AZ Private Residence,pdalis@ft.newyorklife.com,,Salesforce
9558381,,Rebecca Gruber,,,rebecca.gruber@53.com,,List import
11097260,Inactive Investor,George Keim,,"Raymond James Financial Services, Inc. Clearwater FL 28473 US Hwy 19 N",george.keim@raymondjames.com,,Salesforce
10805403,Inactive Investor,Elizabeth Bruhn,Financial Advisor,Edward Jones Villa Park IL 1S660 Midwest Rd,liz.bruhn@edwardjones.com,,Salesforce
347080,,Barry Rittman,CFO Finop Vp,Gwn Securities Inc.,brittman@secure.gwnsecurities.com,561-472-2700,Manual List Upload
10872660,Inactive Investor,Randy Outhouse,,"First Command Brokerage Services, Inc. Oak Brook IL 1900 Spring Rd",rtouthouse@firstcommand.com,,Salesforce
10802661,Inactive Investor,Louis Santoro,Financial Advisor,LPL Financial LLC Long Beach CA 301 E Bixby Rd,louis.santoro@lpl.com,,Salesforce
11118129,Inactive Investor,Bradley Bastion,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Grosse Pointe MI 17000 Kercheval Ave",bastionb@stifel.com,,Salesforce
10936184,Inactive Investor,April Rice,,"Osaic Institutions, Inc. Mason WV 424 2nd St",,,Salesforce
10971295,Inactive Investor,Thomas Shess,,"Northwestern Mutual Investment Services, LLC Carlsbad CA 5780 Fleet St",michael.shess@nm.com,,Salesforce
11097617,Inactive Investor,Gerald Dufault,,"The Patriot Financial Group, LLC Worcester MA 33 Waldo St",gdufault@patriot-financial-group.com,,Salesforce
208050,,Ken DeVellis,,[Unknown],kdevellis.platinumgroup@gmail.com,,Direct
11200054,Inactive Investor,Luis Rivera Hopkins,Chief Compliance Officer;Managing Member,"RiHo Partners, LLC",,,Salesforce
10827313,Inactive Investor,Sharon Osmondson,Financial Advisor,"Ameriprise Financial Services, LLC Schaumburg IL 1901 N Roselle Rd",sharon.a.osmondson@ampf.com,,Salesforce
11146685,Inactive Investor,Sergio Alvarez Vicuna,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,sergio.alvarez@morganstanley.com,,Salesforce
11239018,Inactive Investor,Irving Isaacson,,MJM401k,irving@mjm401k.com,,Salesforce
10809716,Inactive Investor,Michael Macintyre,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Vice President;Workplace Advisor,Morgan Stanley Alexandria VA 333 John Carlyle St,michael.macintyre@morganstanley.com,,Salesforce
10814689,Inactive Investor,Scott Goodkind,Financial Advisor;Senior Vice President,Morgan Stanley Orlando FL 201 E Pine St,scott.goodkind@morganstanley.com,,Salesforce
11061653,Inactive Investor,Madeleine Jackson,Client Service Associate,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,madeleine.jackson@ubs.com,,Salesforce
11103207,Inactive Investor,Roberto Mendoza,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,roberto.mendoza@jpmorgan.com,,Salesforce
11014025,Inactive Investor,Liliana Santamaria,,J.P. Morgan Securities LLC San Antonio TX 22203 W Interstate 10,liliana.santamaria@jpmorgan.com,,Salesforce
10958800,Inactive Investor,Gloria Gott,,Thrivent Investment Management Inc. Twin Falls ID 225 Canyon Crest Dr W,gloria.gott@thrivent.com,,Salesforce
11050797,Inactive Investor,Diane Miller,,State Farm VP Management Corp. Wilmington DE 501 Silverside Rd,,,Salesforce
9580118,,Camille Hernandez-Burt,,,chernandezburt@financialguide.com,,List import
11078432,Inactive Investor,Chetana Munnangi,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11119856,Inactive Investor,Bruce Hyland,Chief Compliance Officer;Owner,Deerview Asset Management,,,Salesforce
11160820,Inactive Investor,Colleen Girouard,,"MML Investors Services, LLC",,,Salesforce
10906918,Inactive Investor,Jason Sgroi,Chief Compliance Officer;Financial Advisor;Managing Partner;Partner,Sgroi Wealth,jason@sgroiwealth.com,,Salesforce
10851754,Inactive Investor,Michael Kohn,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,michael.kohn@fmr.com,,Salesforce
11165141,Inactive Investor,Anthony Napolitano,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 115 W Century Rd",,,Salesforce
11029864,Inactive Investor,Alana Wilson,Financial Advisor,Edward Jones Winona MN 1658 W King St,alana.wilson@edwardjones.com,,Salesforce
9573942,,James Siebert,,,jamessiebert@ymail.com,,List import
10812123,Inactive Investor,Zvi Rosenzweig,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",yrosenzweig@financialguide.com,,Salesforce
10862831,Inactive Investor,Kenneth Turpin,,"Raymond James Financial Services, Inc. Hillsboro OR 3000 NE Stucki Ave",ken.turpin@raymondjames.com,,Salesforce
11072852,Inactive Investor,Prabhjit Hayer,,Citigroup Global Markets Inc. Orinda CA 37 Orinda Way,pravie.hayer@citi.com,,Salesforce
11034817,Inactive Investor,Scott James,Associate Financial Advisor,"Ameriprise Financial Services, LLC Camas WA 4910 Nw Camas Meadows Dr",scott.1.james@ampf.com,,Salesforce
11082153,Inactive Investor,Cheri Moschell,Senior Client Associate,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 8888 Keystone Xing",cheri.moschell@wellsfargoadvisors.com,,Salesforce
9592879,,Josue Miranda,,,jozuefx@gmail.com,,List import
3929422,,Brian Polanco,,,igortheelephant@gmail.com,,Web Form Fillout
10848485,Inactive Investor,Robert Roane,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10510441,,Maria Castillo Dominguez,,Maria Castillo Dominguez,mariamcd@hotmail.es,,List Import
11056155,Inactive Investor,David Eickman,Financial Consultant,Thrivent Investment Management Inc. Cincinnati OH 3825 Edwards Rd,david.eickman@thrivent.com,,Salesforce
10882112,Inactive Investor,Mark Camp,Chief Compliance Officer;Consultant;Investment Advisor;Managing Member;Owner,"Lifecare Funding Solutions, LLC",mark@lifecarefundingsolutions.com,,Salesforce
9617798,,George Arzeno,,,george.arzeno@brcap.com,,List import
10837501,Inactive Investor,Dolores Mitchell,Financial Advisor;Investment Advisor Representative;Owner,"Osaic Wealth, Inc. Westbury NY 792 Carman Ave",dmitchell@osaicwealth.com,,Salesforce
9567842,,Debbie Hawkins,,,debbie.hawkins10@gmail.com,,List import
9611391,,Ric Edelman,,,liz@dacfp.com,,List import
11053810,Inactive Investor,George Livingston,President;Principal,"Livingston Financial Planning, Inc. Santa Rosa Beach FL 2050 W County Rd",buz@livingstonfinancial.net,,Salesforce
10872987,Inactive Investor,Richard Smith,Chief Executive Officer;Chief Investment Officer,SRC Capital Management,rsmith@srccapitalmanagement.com,,Salesforce
9551389,,Edward Walker,,,edward.f.walker@suntrust.com,,List import
4720998,,Margaret Oduwole,,,oduwolemargaret1@gmail.com,,Web form fillout
10957819,Inactive Investor,Jeremy Rufener,Financial Advisor,LPL Financial LLC Warren IN 111 N Wayne St,jeremy.rufener@lpl.com,,Salesforce
142771,,Harry Berman,,Financial Engines Advisors L.l.c.,hberman@financialengines.com,,
10847506,Inactive Investor,Justin Boren,Chief Compliance Officer;Director - Retirement Plan Consulting,Lagos Wealth Advisors Diamond Bar CA 21700 Copley Dr,jboren@lagosadvisors.com,,Salesforce
11196554,Inactive Investor,Ryan Earith,,State Farm VP Management Corp. Grand Island NE 2121 N Webb Rd,,,Salesforce
11134625,Inactive Investor,Leah Gillispie,,PFS Investments Inc. Vancouver WA 10000 NE 7th Ave,lgillispie@primerica.com,,Salesforce
10905757,Inactive Investor,Deborah Wallace,,"Allstate Financial Services, LLC Walkersville MD 36 W Frederick St",deborahwallace@allstate.com,,Salesforce
234024,, -,,[[Unknown]],benjamin.nvst@gmail.com,,Organic Search
226043,,Jonathon -,,[[Unknown]],hays.nyc@gmail.com,,Initial Salesforce Import
348997,,David Beecken,Member,"Beecken Petty O'keefe & Company, Llc",dbeecken@bpoc.com,312-435-0300,Manual List Upload
9603666,,David Hunter,,,dhunter33@aol.com,,List import
10797073,Inactive Investor,Paul Dougherty,Financial Advisor,"Ameriprise Financial Services, LLC Chanhassen MN 854 W 78th St",paul.a.dougherty@ampf.com,,Salesforce
11229456,Inactive Investor,Patrick Walsh,,William Blair Atlanta GA 3060 Peachtree Rd NW,,,Salesforce
11109954,Inactive Investor,Beatriz Villatoro,,J.P. Morgan Securities LLC Long Beach CA 4501 E Pacific Coast Hwy,beatriz.villatoro@jpmorgan.com,,Salesforce
10826218,Inactive Investor,Gage Hemmelgarn,Financial Advisor,Edward Jones West Chester OH 4934 Wunnenberg Way,gage.hemmelgarn@edwardjones.com,,Salesforce
10909367,Inactive Investor,Timothy Milford,,LPL Financial LLC Wichita KS 12021 E 13th St N,tim.milford@lpl.com,,Salesforce
11017723,Inactive Investor,Hannah Flodin,,Cetera Advisor Networks LLC Paradise Valley AZ 6720 N Scottsdale Rd,,,Salesforce
11113811,Inactive Investor,Zachary Borens,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",zachary.borens@valic.com,,Salesforce
9578394,,Ali Ziyaadini,,,kampnavidazadi@gmail.com,,List import
239865,,Tatjana Mitevska,,[Unknown],tatjana.mitevska@ft.com,,Event
11172606,Inactive Investor,Nathan Jones,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11181441,Inactive Investor,Paul Winn,,NYLIFE Securities LLC Chesterfield VA Private Residence,pbwinn@ft.newyorklife.com,,Salesforce
11150325,Inactive Investor,Paul Brown,Financial Advisor,LPL Financial LLC Endicott NY Private Residence,,,Salesforce
9589160,,Massimo De michele,,,massimodemichelejob@gmail.com,,List import
11116693,Inactive Investor,Michael Peist,,Cetera Financial Specialists LLC Somers NY Private Residence,michael.peist@ceterafs.com,,Salesforce
11133277,Inactive Investor,John Lederer,Executive Director - Investments,Oppenheimer & Co. Inc. White Plains NY 360 Hamilton Ave,john.lederer@opco.com,,Salesforce
11201722,Inactive Investor,Timothy Angelos,,"CreativeOne Securities, LLC Mount Pleasant SC 421 Wando Park Blvd",,,Salesforce
10914943,Inactive Investor,Justin Selig,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,justin.selig@fmr.com,,Salesforce
10505915,,Michael Wallman,Advisor,Prof.,mwallman@wallmanfinancial.com,407-470-8889,List import
10886142,Inactive Investor,Margot Moreno,,J.P. Morgan Securities LLC Houston TX 600 Travis St,margot.moreno@jpmorgan.com,,Salesforce
10806127,Inactive Investor,Efrain Vera,Financial Advisor,"Wells Fargo Clearing Services, LLC Santa Barbara CA 1036 Anacapa St",efrain.vera@wellsfargoadvisors.com,,Salesforce
10795478,Inactive Investor,Erik Johnson,,"Mercer Allied Company, L.P.",,,Salesforce
10977712,Inactive Investor,Dakota Wibel,,"First Command Brokerage Services, Inc. Charleston SC 7301 Rivers Ave",dwibel@firstcommand.com,,Salesforce
9592254,,fo ri,,,foriiiicrypto@gmail.com,,List import
11143617,Inactive Investor,Simon Krohn,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,simon.krohn@jpmorgan.com,,Salesforce
11174426,Inactive Investor,Christopher Flores,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11001980,Inactive Investor,Keating Simons,,Cetera Advisor Networks LLC Daniel Island SC Private Residence,,,Salesforce
11194245,Inactive Investor,Stacy Badie,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",stacy.badie@tiaa.org,,Salesforce
11221018,,John Obrien,,,jobrien@wealthenhancement.com,,List Import
10658529,,Carl Morreale,,,cmorreale@hbeckinc.com,,List Import
10811144,Inactive Investor,Gregory Bootsma,Financial Advisor;Senior Vice President,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,greg.bootsma@morganstanley.com,,Salesforce
10970460,Inactive Investor,Scott Dunbar,Investment Advisor Representative,PFS Investments Inc. Forest City NC 179 W Main St,sdunbar.8vnbh@primerica.com,,Salesforce
11195335,Inactive Investor,Dairel Denton,,"Cambridge Investment Research, Inc. Poplar Bluff MO 1903 N Westwood Blvd",,,Salesforce
11211331,Inactive Investor,Theresa Weakly,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10820526,Inactive Investor,Andrew Goff,,"Osaic Wealth, Inc. Warner Robins GA 627 S Houston Lake Rd",,,Salesforce
9613537,,Scott Pape,,,spape@castleark.com,,List import
10874882,Inactive Investor,Erik Torres,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 5710 Cottle Rd",eriktorres@ml.com,,Salesforce
10965281,Inactive Investor,Dania Alvarado,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10930820,Inactive Investor,Gary Radler,,"Osaic Wealth, Inc. Newington CT Private Residence",,,Salesforce
10924505,Inactive Investor,Kyle Carrocino,,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,kcarrocino@gwnsecurities.com,,Salesforce
11253679,,Jason Lucia,,,just_quietly@hotmail.com,,Web Form Fillout
10905269,Inactive Investor,Matthew Franchina,,"Moloney Securities Co., Inc.",mfranchina@moseco.com,,Salesforce
11010029,Inactive Investor,Timothy Haverkorn,Senior Manager,Edward Jones,,,Salesforce
10926493,Inactive Investor,Bobby Garcia Seary,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,bobby.garcia-seary@jpmorgan.com,,Salesforce
4372,, -,,[[Unknown]],fwest1952@yahoo.com,,Initial Salesforce Import
11156857,Inactive Investor,Matthew Crane,Regional Vice President;Senior Vice President,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",matthew.crane@equitable.com,,Salesforce
10788703,Inactive Investor,William Glubiak,Chief Compliance Officer;Chief Executive Officer;Regulatory Contact,Cedar Brook Group,wglubiak@cedarbrookfinancial.com,,Salesforce
10766284,Inactive Investor,John Boothby,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,john.boothby@morganstanley.com,,Salesforce
10757659,Inactive Investor,Bela Palfalvi,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",bela.palfalvi@schwab.com,,Salesforce
11082113,Inactive Investor,Marcus Atkinson,Senior Vice President,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",mark.atkinson@firstcitizens.com,,Salesforce
11091308,Inactive Investor,Jonathan Neely,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11000912,Inactive Investor,Waddad Abdel Aziz,,"Alan B. Lancz & Associates, Inc.",waddad@ablonline.com,,Salesforce
11174701,Inactive Investor,Vincente Fraire,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10836789,Inactive Investor,Scott Thuleen,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",scott.thuleen@ampf.com,,Salesforce
10619213,,David Klein,,,david.klein@rbc.com,,List Import
9579309,,Peter Weinberg,,,pweinberg@pwpartners.com,,List import
10837330,Inactive Investor,Andrew Krumpelman,,Fidelity Brokerage Services LLC,andrew.krumpelman@fidelity.com,,Salesforce
10993219,Inactive Investor,Geovanni Aguilera,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10792138,Inactive Investor,Tristan Hawkins,Financial Advisor,"United Brokerage Services, Inc Reston VA 11820 Spectrum Ctr",thawkins@united-brokerage.com,,Salesforce
9629356,,Fritznel Exeus,,,fritznelexeus@gmail.com,,List import
1002569,Inactive Investor,Tyler Polk,Field Consultant,DiMeo Schneider & Associates,tpolk@dimeoschneider.com,(312) 853-1000,
10817631,Inactive Investor,Keith Henderson,Financial Advisor,LPL Financial LLC Lakeland FL 1401 S Florida Ave,keith.henderson@lpl.com,,Salesforce
10828073,Inactive Investor,Kevin Neville,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 1 Penn Plz,kevin.neville@morganstanley.com,,Salesforce
11118324,Inactive Investor,Ivan Vergara,,PFS Investments Inc. Escondido CA 254 E Grand Ave,ivan.vergara@primerica.com,,Salesforce
10803605,Inactive Investor,Michael Prior,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",michael_prior@ml.com,,Salesforce
9635791,,Beth Wasdo,,,bwasdo@gridironcapital.com,,List import
10914056,Inactive Investor,Brett Rigler,Financial Advisor,Edward Jones Polson MT 101 Main St,brett.rigler@edwardjones.com,,Salesforce
10858293,Inactive Investor,Timothy Carmean,Financial Advisor,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",tim.carmean@nm.com,,Salesforce
11172159,Inactive Investor,Julia Borges,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,,,Salesforce
11009484,Inactive Investor,Diego Moreno,,"Wells Fargo Clearing Services, LLC Edinburg TX 2808 W Trenton Rd",,,Salesforce
10990041,Inactive Investor,Nicholas Petrole,,"MML Investors Services, LLC Iselin NJ 186 Wood Ave S",npetrole@financialguide.com,,Salesforce
11101776,Inactive Investor,Kyle Griffiths,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",kyle.griffiths@wfadvisors.com,,Salesforce
9563945,,fred wertieb,,,fredw@owropinion.com,,List import
11015356,Inactive Investor,Kenneth Ransford,President,"Finesse Funds, LLC",,,Salesforce
9625372,,Howard Loebman,,,hloebmann@gmail.com,,List import
10868896,Inactive Investor,Lamar Ware,Senior Client Associate,"Raymond James & Associates, Inc. Atlanta GA 1000 Abernathy Rd NE",lamar.ware@raymondjames.com,,Salesforce
11212885,Inactive Investor,Stacey Woolsey,Financial Advisor,Edward Jones Grand Forks ND 15 S 4th St,stacey.woolsey@edwardjones.com,,Salesforce
11155628,Inactive Investor,Scott Selzer,,USCA Securities LLC,sselzer@uscallc.com,,Salesforce
9550240,,Kong kong,,,ktxiangg@gmail.com,,List import
10999380,Inactive Investor,Oliver Gray,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,ogray@ft.newyorklife.com,,Salesforce
11163721,Inactive Investor,Travis Mclean,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10826222,Inactive Investor,Wendy Markt,Associate Financial Advisor,"Ameriprise Financial Services, LLC Portland OR 825 NE Multnomah St",,,Salesforce
11227475,,Dinesh Babariya,,,dineshbabariya007@gmail.com,,Web Form Fillout
340993,,Paula Barrett,Partner,Rkl Wealth Management Llc,pbarrett@rklcpa.com,717-399-1700,Manual List Upload
11058079,Inactive Investor,Michael Asnis,Financial Advisor,"VALIC Financial Advisors, Inc. Chicago IL 500 W Madison St",michael.asnis@valic.com,,Salesforce
11045048,Inactive Investor,Marvin Marroquin,,"Farmers Financial Solutions, LLC Palmdale CA 520 E Palmdale Blvd",,,Salesforce
350897,,Brendan Moran,Business Development,Setanta Asset Management Ltd,brendan.moran@setanta-asset.com,003-531-6124900,Manual List Upload
11100145,Inactive Investor,Charles Reardon,Executive Director;Wealth Advisor,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,charles.reardon@morganstanley.com,,Salesforce
206406,,aaron renkers,,AR,aaron_renkers@hotmail.com,(065) 846-3521,Organic Search
11135040,Inactive Investor,Gregg Burrell,Financial Advisor,LPL Financial LLC Saint Paul MN 14800 Galaxie Ave,gregg.burrell@lpl.com,,Salesforce
11018439,Inactive Investor,Katie Bramley,Investment Consultant,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",katie.bramley@schwab.com,,Salesforce
9633178,,Kyz 70,,,kyz70@protonmail.com,,List import
11183561,Inactive Investor,Kimberly Cherry,,"AE Financial Services, LLC",,,Salesforce
10925509,Inactive Investor,Kyle Todd,Financial Advisor,Edward Jones Elizabethtown KY 2413 Ring Rd,kyle.todd@edwardjones.com,,Salesforce
10960774,Inactive Investor,Autumn Browning,,"VALIC Financial Advisors, Inc. Missoula MT 126 W Spruce St",autumn.browning@valic.com,,Salesforce
9599135,,Randall Vincent,,,rvincent@stonebrookcapital.com,,List import
10887993,Inactive Investor,Patricia Lucas,Financial Representative,"Equity Services, Inc. Roanoke VA 4401 Starkey Rd",plucas@nationallife.com,,Salesforce
11169744,Inactive Investor,Brian Winstead,Senior Vice President - Investments,Davenport & Company LLC Greensboro NC 628 Green Valley Rd,bwinstead@investdavenport.com,,Salesforce
11021492,Inactive Investor,Omar Salima,,J.P. Morgan Securities LLC Miami FL 2740 Coral Way,omar.salima@jpmorgan.com,,Salesforce
11087713,Inactive Investor,Tyson Allred,,LPL Financial LLC Portland OR 12630 SE Division St,tyson.allred@lpl.com,,Salesforce
11041568,Inactive Investor,Richard Huppert,,Cetera Advisor Networks LLC Brooklyn NY 122 Ashland Pl,,,Salesforce
10997166,Inactive Investor,Allison Polk,,"First Command Brokerage Services, Inc. Lawton OK 713 SW C Ave",aspolk@firstcommand.com,,Salesforce
10774315,Inactive Investor,Matthew Klatsky,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",matthew.klatsky@wellsfargoadvisors.com,,Salesforce
9541518,,cj miller,,,cryptoceej@protonmail.com,,List import
10955704,Inactive Investor,Carolyn Hotra,Client Service Associate,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",carolyn.hotra@raymondjames.com,,Salesforce
10925832,Inactive Investor,Natia Rage,Financial Advisory Area Manager,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",,,Salesforce
10852334,Inactive Investor,Matthew Wahlman,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,matt.wahlman@lpl.com,,Salesforce
11122163,Inactive Investor,Byron Schuster,Financial Advisor,Edward Jones Hartford WI 937B E Sumner St,byron.schuster@edwardjones.com,,Salesforce
33107,,Matthew Mcintyre,Chief Executive Officer,"Peak American Investment Advisors, Inc.",mmcintyre@puritangroup.com,972-331-5678,
10824610,Inactive Investor,Tracey Smith,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1 Altoona Pl",tracey.x.smith@ampf.com,,Salesforce
10771947,Inactive Investor,Brian Maxted,Financial Advisor,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,brian.maxted@morganstanley.com,,Salesforce
220736,,Dominic Barrett,,[Unknown],drbarrett2@gmail.com,,Direct
10771424,Inactive Investor,Myles Wagner,Assistant Vice President,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",myles.wagner@stifel.com,,Salesforce
346462,,Miriam Yoshida,"Founder, Portfolio Manager","Glacier Peak Capital Management, LLC",mcyoshida@glacierpeak.net,908-598-8171,Manual List Upload
11201349,Inactive Investor,Mark Hegland,Financial Advisor,Edward Jones San Francisco CA 1875 Lombard St,mark.hegland@edwardjones.com,,Salesforce
10867151,Inactive Investor,Lee Mcreynolds,,Citigroup Global Markets Inc.,,,Salesforce
348932,,Gregory Burd,Member,"Keystone Investment Advisors, Llc",gburd@keystoneinvestmentadvisors.com,412-217-6241,Manual List Upload
11166491,Inactive Investor,Chang Chun,,"MML Investors Services, LLC Los Angeles CA 3435 Wilshire Blvd",cchun@financialguide.com,,Salesforce
2574967,,Tina LeBlanc,,,freemantina152@gmail.com,,
11067157,Inactive Investor,Anna Jaeger,Financial Advisor,Robert W. Baird & Co. Incorporated Waukesha WI N17W24222 Riverwood Dr,ajaeger@rwbaird.com,,Salesforce
10951740,Inactive Investor,Melissa Manry,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",melissa.k.manry@nm.com,,Salesforce
337870,,Donald Jenny,Director,Pinnacle Wealth Advisors,donald.jenny@pnfp.com,615-743-8271,Manual List Upload
230596,, -,,[[Unknown]],chamm@of90.net,,Initial Salesforce Import
10615927,,Roman Miller,,,roman.t.miller@chase.com,,List Import
10845446,Inactive Investor,Michael Brady,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",,,Salesforce
10772053,Inactive Investor,Ryan Ishak,,J.P. Morgan Securities LLC New York NY 260 Madison Ave,ryan.ishak@jpmorgan.com,,Salesforce
10994937,Inactive Investor,Tom Breitfeller,,"Farmers Financial Solutions, LLC Cathedral City CA 68828 Ramon Rd",tbreitfeller@farmersagent.com,,Salesforce
10848952,Inactive Investor,Jimmy Williams,Chief Executive Officer;Managing Member;President;Wealth Advisor,"Compass Capital Management, LLC",,,Salesforce
11170909,Inactive Investor,Anita Golz,Paraplanner,LPL Financial LLC Green Bay WI 2555 Continental Ct,anita.golz@lpl.com,,Salesforce
8481088,,Philip Rutigliano,,Development Resources,philrutig@gmail.com,(845) 323-7425,List Import
11047976,Inactive Investor,Andrew Tang,Chief Executive Officer;Chief Investment Officer,"Turner Financial Group, Inc.",,,Salesforce
10891932,Inactive Investor,Joshua Mahoney,Financial Advisor,LPL Financial LLC Madison IN 201 Clifty Dr,tanner.mahoney@lpl.com,,Salesforce
10901894,Inactive Investor,Judith Hsiao,,"Transamerica Financial Advisors, Inc Las Vegas NV 6145 Spring Mountain Rd",judith.hsiao@transamerica.com,,Salesforce
180079,,Dwayne Middleton,,[Unknown],dwaynemiddleton@gmail.com,,
11187907,Inactive Investor,Doron Elad,,"Truist Investment Services, Inc. Allen TX 1005 W McDermott Dr",jared.elad@truist.com,,Salesforce
11097981,Inactive Investor,Paul Greatsinger,Financial Advisor;Vice President,Morgan Stanley Stamford CT 4 Landmark Sq,paul.greatsinger@morganstanley.com,,Salesforce
10982951,Inactive Investor,Joshua Reesman,,Prosperity Capital Advisors Saint Louis MO 12444 Powerscourt Dr,,,Salesforce
9640739,,Greg Welter,,,gwelter50@yahoo.com,,List import
9577928,,Neal Gafter,,,neal@gafter.com,,List import
10869409,Inactive Investor,Nagi Reddy Nallavelli,,J.P. Morgan Securities LLC Rochester MI 75 N Adams Rd,nagi-reddy.nallavelli@jpmorgan.com,,Salesforce
11144025,Inactive Investor,Jacob Reinhardt,,"J.W. Cole Financial, Inc. Minneapolis MN 7400 Metro Blvd",,,Salesforce
9577697,,Robert Reddington,,,reddingtonrobert@yahoo.com,,List import
10904274,Inactive Investor,Brent Petersen,,NYLIFE Securities LLC Boise ID Private Residence,petersenb@ft.newyorklife.com,,Salesforce
11203577,Inactive Investor,Linda Bowen,Financial Advisor;Member,Bowen Asset Management LLC,linda@bowenasset.com,,Salesforce
10927517,Inactive Investor,Michael Elder,,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,,,Salesforce
11079273,Inactive Investor,Jennifer Chen,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",jennifer.chen@equitable.com,,Salesforce
1001291,Inactive Investor,Eric Friedman,,Building The Machine,ericfriedman@gmail.com,,3rd Party Lead Gen
9643673,,Richard Katrovas,,,katrovas@aol.com,,List import
11217518,,Joseph Coconate,,,joseph.coconate@citigroup.com,,Other
11150535,Inactive Investor,Jerry McClain,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11086578,Inactive Investor,Chrissy Kim,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 745 Fort St",chrissy.kim@ampf.com,,Salesforce
10976214,Inactive Investor,Jacob Wimmer,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10901949,Inactive Investor,Melvin Roberts,Financial Professional,"MML Investors Services, LLC Woodland PA Private Residence",melvinroberts@financialguide.com,,Salesforce
9644977,,Morgen Rochard,,,mjb@originwa.com,,List import
11112079,Inactive Investor,Inna Diambekova,Portfolio Associate,Morgan Stanley,inna.diambekova@morganstanley.com,,Salesforce
11122033,Inactive Investor,Edwin Turnquist,Vice President,"Stifel, Nicolaus & Company, Incorporated Portland OR 121 SW Morrison St",,,Salesforce
11015625,Inactive Investor,Federico Tomasevich,,Puente Servicios Financieros LLC,,,Salesforce
11071680,Inactive Investor,Chris Simion,,"U.S. Bancorp Investments, Inc. Sherman Oaks CA 14475 Ventura Blvd",chris.simion@usbank.com,,Salesforce
10874981,Inactive Investor,John Violette,Assistant Vice President,LPL Financial LLC,john.violette@lpl.com,,Salesforce
10800670,Inactive Investor,John Walker,Financial Advisor,Edward Jones Ocala FL 3879 SE Lake Weir Ave,john.walker@edwardjones.com,,Salesforce
10803905,Inactive Investor,Philip Gabrielson,,"Pruco Securities, LLC. Troy MI 101 W Big Beaver Rd",philip.gabrielson@prudential.com,,Salesforce
10757144,Inactive Investor,John Harrington,Chief Executive Officer;President;Regulatory Contact,"Harrington Investments, Inc.",,,Salesforce
11173845,Inactive Investor,Alonzo Harris,Associate,Edward Jones Pittsburgh PA 4146 Library Rd,,,Salesforce
10615377,,Mark McCooey,"Financial Advisor, Vice President",,mark.mccooey@morganstanley.com,,List Import
10867017,Inactive Investor,Tommy Bowers,,PFS Investments Inc.,tommy.bowers@primerica.com,,Salesforce
245764,,Not Provided,Director of a Fintech Policy,House Financial Services Committee,avy.mallik@mail.house.gov,,Manual List Upload
10944414,Inactive Investor,Pio Venafro,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10819145,Inactive Investor,Jason Ray,Financial Advisor,Edward Jones Mineola TX 1819 N Pacific St,jason.ray@edwardjones.com,,Salesforce
10992566,Inactive Investor,Shaleira Smith,,PFS Investments Inc. Farmingdale NY 1111 Broadhollow Rd,shaleira.smith@primerica.com,,Salesforce
10888466,Inactive Investor,Mark Petro,Chief Compliance Officer;President,"Lakeland Investor Services, Inc.",mark.petro@lakelandinvestors.com,,Salesforce
245688,,Nick Gregory,CEO,Wealth Engineering Group,nickg@thefei.com,4078783520,Manual List Upload
9629857,,Zachary Meyerowitz,,,zmeyerowitz22@gsb.columbia.edu,,List import
11093931,Inactive Investor,Richard Hyams,Financial Advisor,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",rhyams@nationallife.com,,Salesforce
11028732,Inactive Investor,Aaron Watkins,Financial Advisor,Money Concepts Capital Corp Sidney OH 411 W Russell Rd,awatkins@moneyconcepts.com,,Salesforce
11099806,Inactive Investor,Elisha Aldana,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10819693,Inactive Investor,Matthew Milburn,Financial Advisor;Financial Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",mmilburn@financialguide.com,,Salesforce
11150961,Inactive Investor,Bradley Morin,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",brad.morin@nm.com,,Salesforce
10849857,Inactive Investor,Randall Maycock,General Partner,Roof Eidam Maycock Peralta LLC San Francisco CA 1 Post St,rmaycock@remadvisors.com,,Salesforce
11012579,Inactive Investor,Matthew Pranaitis,Wealth Advisor,"GYL Financial Synergies, LLC",mpranaitis@gylfinsyn.com,,Salesforce
10877028,Inactive Investor,Cody Dolly,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",cody.dolly@nm.com,,Salesforce
4500429,,Blair Delilah,,,adapink@putrajayabaya.skom.id,,Web Form Fillout
9602203,,Max Berkovich,,,mberkovich@investstrategic.com,,List import
10958889,Inactive Investor,Joshua Tandy,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11070028,Inactive Investor,Jason Adams,,Fidelity Brokerage Services LLC Monterey CA 553 Munras Ave,jason.adams@fmr.com,,Salesforce
230660,, -,,[[Unknown]],girishraj@gmail.com,,Organic Search
9611320,,Ahmad Williams,,,joatrades.1111@gmail.com,,List import
11037075,Inactive Investor,Ryan Hicks,,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,ryan_hicks@glic.com,,Salesforce
11112253,Inactive Investor,Kyle Germann,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,kyle.germann@jpmorgan.com,,Salesforce
11110469,Inactive Investor,Juanita Dudhnath,,Cetera Investment Services LLC Jamaica NY Private Residence,juanita.dudhnath@ceterainvestors.com,,Salesforce
11118676,Inactive Investor,Leopold Bailey,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,lrbailey@ft.newyorklife.com,,Salesforce
10837273,Inactive Investor,Jonathan Lopez,Chief Compliance Officer;President,"Platinum Wealth Management, Inc.",jonathan@joinplatinumwealth.com,,Salesforce
10815040,Inactive Investor,Jason Dietz,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Memphis TN 6060 Poplar Ave",jason.dietz@ml.com,,Salesforce
210085,,Brian Little,,[Unknown],brianlittle@outlook.com,,source
10854242,Inactive Investor,Andrew McMorrow,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11119998,Inactive Investor,Michael Grant,,Edward Jones Garland TX 625 Main St,michael.grant@lpl.com,,Salesforce
11166828,Inactive Investor,Hank Krakover,,"Sanctuary Securities, Inc. Los Angeles CA 10877 Wilshire Blvd",hkrakover@sanctuarywealth.com,,Salesforce
10861906,Inactive Investor,Emile Hazlip,,LPL Financial LLC Vidalia LA 204 Advocate Row,emile.hazlip@lpl.com,,Salesforce
10806657,Inactive Investor,Alan Everhart,,"Centaurus Financial, Inc.",,,Salesforce
11092713,Inactive Investor,James Smith,,Hilltop Securities Inc.,jsmith@swst.com,,Salesforce
188582,,Lucas Sirois,,[Unknown],lsirois166@gmail.com,,
11028492,Inactive Investor,Tanner Christensen,Financial Advisor,Thrivent Investment Management Inc. Webster SD 519 Main St,tanner.christensen@thrivent.com,,Salesforce
11111699,Inactive Investor,Tyndall Kokocha,,J.P. Morgan Securities LLC Huntsville AL 6275 University Dr NW,tyndall.kokocha@jpmorgan.com,,Salesforce
224738,,Victor Emmanuel Enenche,,[Unknown],victoremmanuelenenche3@gmail.com,,source
10801809,Inactive Investor,Shane Baack,Financial Representative,"Principal Securities, Inc. Seward NE 344 Main St",baack.shane@principal.com,,Salesforce
11085717,Inactive Investor,Kent Lawrence,,J.P. Morgan Securities LLC Cary NC 2000 Regency Pkwy,kent.lawrence@jpmorgan.com,,Salesforce
9598665,,Angel Colon,,,colon9400@yahoo.com,,List import
10398630,,Tom May,,,tom@prgrn.io,,Web Form Fillout
11121826,Inactive Investor,Jesse Newgard,,"FBL Marketing Services, LLC Pocahontas IA 100 E Elm Ave",jesse.newgard@fbfs.com,,Salesforce
10876073,Inactive Investor,Matthew Kaiser,Financial Advisor;Financial Planning Specialist,Morgan Stanley Carlsbad CA 5796 Armada Dr,matthew.kaiser@morganstanley.com,,Salesforce
11220553,,Collin Walker,,,collin.walker@empower.com,,Other
10808384,Inactive Investor,Derrell Anglyn,Financial Advisor,Edward Jones Jackson GA 110 S Harkness St,dee.anglyn@edwardjones.com,,Salesforce
11026931,Inactive Investor,Frank Laniecki,,NYLIFE Securities LLC San Francisco CA 425 Market St,flaniecki@ft.newyorklife.com,,Salesforce
11068465,Inactive Investor,Edward Quick,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10774349,Inactive Investor,Steven Peltz,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",steven.peltz@wellsfargoadvisors.com,,Salesforce
9639325,,Lucie Hulme,,,lucie.hulme@trilake-partners.com,,List import
11057060,Inactive Investor,William Cully,Associate Advisor,"Osaic Wealth, Inc. Richmond VA 7100 Forest Ave",,,Salesforce
10849981,Inactive Investor,Michael Neer,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",michael.t.neer@ml.com,,Salesforce
11072986,Inactive Investor,Jamshed Irani,,"Pruco Securities, LLC. Syracuse NY 500 Plum St",jimmy.irani@prudential.com,,Salesforce
9558489,,morteza markazi,,,morteza.markazi68@gmail.com,,List import
10645269,,Thomas McHale,,,thomas.j.mchale@pjc.com,,List Import
11165954,Inactive Investor,Patrick Chitwood,,"Osaic Wealth, Inc. Asheville NC Private Residence",,,Salesforce
10761813,Inactive Investor,Lisa Ferrante,Financial Advisor,Edward Jones Brentwood CA 201 Sand Creek Rd,lisa.ferrante@edwardjones.com,,Salesforce
10916346,Inactive Investor,Maxx Hollick,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10902372,Inactive Investor,Bradley Van Hulst,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
10947171,Inactive Investor,Gavin Noble,Senior Investment Professional,J.P. Morgan Securities LLC Columbus OH 3401 Morse Xing,gavin.noble@jpmorgan.com,,Salesforce
352381,,Kevin Sahil,Senior Vice President,"Steward Partners Investment Solutions, Llc",ksahli@umpquainvestments.com,971-353-7800,Manual List Upload
11121184,Inactive Investor,Carter Mansbach,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11081833,Inactive Investor,Matthew Alpert,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",matthew.alpert@wellsfargo.com,,Salesforce
9603194,,David McNally,,,dmcnally@mcnallyfinancial.com,,List import
10788380,Inactive Investor,Kevin Graf,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.graf@fidelity.com,,Salesforce
9598563,,Jack Simmons,"Founder, President","J.E. Simmons & Co., P.C.",jack@jesimmons.com,,List import
265,,,,,eddyr3095@t-online.de,,
11177073,Inactive Investor,Alfred Biggio,,Cetera Advisor Networks LLC Haddon Heights NJ 213 White Horse Pike,biggioa@ceteranetworks.com,,Salesforce
9617141,,Sean Murphy,,,sean@gamecreekcapital.com,,List import
11156175,Inactive Investor,Joseph Femia,Financial Advisor,"Ameriprise Financial Services, LLC White Plains NY 50 Main St",joe.femia@ampf.com,,Salesforce
9618448,,John Chen,,,jchen@hudsonbaycapital.com,,List import
11052038,Inactive Investor,Deanna Domagalski,Financial Advisor,Edward Jones Highland IL 12551 State Rte 143,deanna.domagalski@edwardjones.com,,Salesforce
11109467,Inactive Investor,Rishi Anand,,LPL Financial LLC Mars PA 310 Sevens Fields Blvd,rishi.anand@lpl.com,,Salesforce
10984631,Inactive Investor,Justin Harding,,"U.S. Bancorp Investments, Inc. Kansas City MO 6405 N Cosby Ave",,,Salesforce
10805725,Inactive Investor,Lane Moore,,Sanders Morris LLC Dallas TX 5950 Sherry Ln,lane.moore@smhgroup.com,,Salesforce
10886539,Inactive Investor,Huibin Zheng,,Fidelity Brokerage Services LLC,harry.zheng@fmr.com,,Salesforce
233761,, -,,[[Unknown]],johnjay.kennedy@gmail.com,,
243245,,Olivia Eisinger,"GM, Advisory",Apex Fintech Solutions,oeisinger@apexfintechsolutions.com,16096186140,Manual List Upload
338148,,Ira Ross,Senior Advisor,Spartan Planning Group,ira@spartanplanninggroup.com,800-371-1292,Manual List Upload
372659,,neil handwerker,,United States,neilh219@gmail.com,,source
10756599,Inactive Investor,Dijana Stanisic,Assistant Vice President;Private Wealth Associate;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",dijana.stanisic@ml.com,,Salesforce
11211501,Inactive Investor,Akil Calandra-Jackson,,J.P. Morgan Securities LLC Littleton CO 9350 S Colorado Blvd,akil.calandra-jackson@jpmorgan.com,,Salesforce
11133262,Inactive Investor,Erica Matloff,Assistant Vice President;Registered Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 57 Hampton Rd",erica_matloff@ml.com,,Salesforce
11068857,Inactive Investor,Gregory Gulker,Financial Advisor,Edward Jones Waverly OH 505 W Emmitt Ave,greg.gulker@edwardjones.com,,Salesforce
10764580,Inactive Investor,Ann Granquist,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 1630 S Lindbergh Blvd",ann_granquist@ml.com,,Salesforce
11105297,Inactive Investor,David Friebe,Financial Associate,Thrivent Investment Management Inc. Bay City MI 6004 Westside Saginaw Rd,dave.friebe@thrivent.com,,Salesforce
11255117,Inactive Investor,Phillip Cook,,"The Colony Group, LLC Nashville TN 150 4th Ave N",,,Salesforce
11192883,Inactive Investor,David Switzer,Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,david.switzer@morganstanley.com,,Salesforce
10954060,Inactive Investor,Kyle Zucco,,Fidelity Brokerage Services LLC,,,Salesforce
9597926,,Jason Corson,,,jcorson@bkd.com,,List import
21507,,Maxwell Iwuoha -,,[Unknown],maxwelliwu3@gmail.com,,Direct
11156864,Inactive Investor,Cheryl Cabanski,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",clundquist@mesirowfinancial.com,,Salesforce
11033091,Inactive Investor,Christopher McManama,Chief Compliance Officer;Chief Operating Officer,"Leelyn Smith, LLC",cmcmanama@leelynsmith.com,,Salesforce
10810180,Inactive Investor,Blair Rogers,,"MML Investors Services, LLC Amarillo TX 2201 Civic Cir",,,Salesforce
10826212,Inactive Investor,Kimberly Noble,,State Farm VP Management Corp. Independence MO 221 W Lexington Ave,,,Salesforce
10998879,Inactive Investor,Hayley Birrell,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10837933,Inactive Investor,Shad Patterson,,"Wells Fargo Advisors Financial Network, LLC Dublin OH 5747 Perimeter Dr",shad.patterson@wellsfargoadvisors.com,,Salesforce
11196959,Inactive Investor,Robert Pelham,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,robert.pelham@opco.com,,Salesforce
4783069,,Carlos Umbria,,,28kumbria@gmail.com,,Web Form Fillout
10983410,Inactive Investor,Karen McCarthy,,LPL Financial LLC Lakeland FL 1401 S Florida Ave,,,Salesforce
11044945,Inactive Investor,Jeffrey Navarro,Financial Advisor,Edward Jones Smithfield NC 545 Venture Dr,jeffrey.navarro@edwardjones.com,,Salesforce
10878329,Inactive Investor,Pauline Remhof,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11117064,Inactive Investor,Kimberly Marshall,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,kimberly.marshall.hlhd@statefarm.com,,Salesforce
9576558,,Segundo Tulio Cardoso,,,segundotulio@gmail.com,,List import
10816019,Inactive Investor,Paralee Parsons,,PFS Investments Inc. Kokomo IN 3415 S Lafountain St,paralee.parsons@primerica.com,,Salesforce
10787146,Inactive Investor,Tammy Black,,The Huntington Investment Company Lowell MI 414 E Main St,tammy.black@huntington.com,,Salesforce
11196488,Inactive Investor,Mary Kelly,Financial Advisor,Edward Jones Quincy MA 138 Franklin St,marie.kelly@edwardjones.com,,Salesforce
94304,,Rob Frank,,United States,robertjfrank24@gmail.com,,
10792554,Inactive Investor,Kathy Schildt,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,kathy.schildt@ubs.com,,Salesforce
349411,,Karen Ginder,,"National Asset Management, Inc.",kginder@nationalsecurities.com,,
9574528,,Catherine G-Chénard,,,g.chenard.c@gmail.com,,List import
10881471,Inactive Investor,Jakeb Bakken,Financial Advisor,Edward Jones Ankeny IA 917 E 1st St,jakeb.bakken@edwardjones.com,,Salesforce
10975053,Inactive Investor,Scott Kieffer,,"FBL Marketing Services, LLC Wahoo NE 260 W 6th St",scott.kieffer@fbfs.com,,Salesforce
11126339,Inactive Investor,Celeste Wall,Investment Advisor,Dynamic Wealth Advisors Ontario CA 300 Guasti Rd,celeste.wall@dynamicwealthadvisors.com,,Salesforce
242453,,D. ALLEN Hoffman K.C.V.O,Senior International Geopolitical Economist and VP International Finance,[Unknown],hoffmanbarclay@gmail.com,011 44 71 232 8915,Database Upload
10783102,Inactive Investor,Michael Brun,Branch Manager;Vice President,"Ameriprise Financial Services, LLC Leawood KS 4200 W 115th St",michael.e.brun@ampf.com,,Salesforce
11094902,Inactive Investor,Matthew Johnson,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",matthew.johnson@truist.com,,Salesforce
10814424,Inactive Investor,JoAnna Westcott,Financial Advisor,LPL Financial LLC Tucson AZ 2030 E Speedway Blvd,joanna.westcott@lpl.com,,Salesforce
11152686,Inactive Investor,Carl Ilg,First Vice President,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",carl.ilg@rbc.com,,Salesforce
11068485,Inactive Investor,Scott Howell,Financial Advisor,"Wells Fargo Clearing Services, LLC Birmingham AL 2501 20th Pl S",scott.howell@wellsfargoadvisors.com,,Salesforce
9540379,,Tom Burmeister,,,tom.burmeister@advicentsolutions.com,,List Import
11218322,,David Dyer,,,david@aaeconline.com,,List Import
10840374,Inactive Investor,Christina Cobb,Financial Advisor,LPL Financial LLC Conway Springs KS 201 W Spring Ave,christina.cobb@lpl.com,,Salesforce
9587604,,Evans Quainoo,,,streetwise751@gmail.com,,List import
10811055,Inactive Investor,Matthew Ruffalo,Consulting Group Analyst;Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,matthew.ruffalo@morganstanley.com,,Salesforce
346859,,Daryl Place,Relationship Manager,Financial Harvest Wealth Advisors,daryl@financialharvest.com,407-937-0707,Manual List Upload
10972341,Inactive Investor,Teresa Velgara,Director - Financial Planning;Senior Financial Advisor,"Rappaport Reiches Capital Management,",tvelgara@rrcapital.com,,Salesforce
10783053,Inactive Investor,James Travagline,Financial Advisor,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",james.travagline@wellsfargoadvisors.com,,Salesforce
9576541,,DOUGLAS COCHRAN,,,douglasbcochran@me.com,,List import
11127773,Inactive Investor,Joseph Demarco,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",joseph.demarco@ampf.com,,Salesforce
10993184,Inactive Investor,Cristo Almaguer,,J.P. Morgan Securities LLC Dallas TX 9049 Forest Ln,cristo.almaguer@jpmorgan.com,,Salesforce
10809003,Inactive Investor,Nancy Brothers,,J.P. Morgan Securities LLC Basking Ridge NJ 25 Mountainview Blvd,nancy.w.brothers@chase.com,,Salesforce
11039042,Inactive Investor,Jackson Painter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jackson.painter@fmr.com,,Salesforce
10775038,Inactive Investor,Adriana Burke,Private Wealth Advisor;Vice President,Morgan Stanley New York NY 1585 Broadway,adriana.burke@morganstanley.com,,Salesforce
11206253,Inactive Investor,Paul Freitas,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,paul.freitas@primerica.com,,Salesforce
11119430,Inactive Investor,Skyler Webster,,"Avantax Investment Services, Inc. Fort Smith AR 3101 S 70th St",,,Salesforce
10771267,Inactive Investor,Gregory Westmoreland,,"Pruco Securities, LLC. Columbia SC 5111 Trenholm Rd",,,Salesforce
11086124,Inactive Investor,Sherry Bogus,,"Allstate Financial Services, LLC Magnolia TX 33300 Egypt Ln",,,Salesforce
10893906,Inactive Investor,Anne McCarver,,"Benjamin F. Edwards & Company, Inc. Middletown RI 272 Valley Rd",,,Salesforce
9622539,,Ilara Sunday,,,perryscott290@gmail.com,,List import
9556038,,moe wise,,,wisemoe@gmail.com,,List import
11051810,Inactive Investor,David Mowad,Investment Advisor Representative,"Kolinsky Wealth Management, LLC",dmowad@kolinskywealth.com,,Salesforce
10779979,Inactive Investor,Charles Pickett,Senior Portfolio Manager;Vice President;Wealth Advisor,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,charles.pickett@morganstanley.com,,Salesforce
11254390,Inactive Investor,Aaron Downing,Premier Banker,"Wells Fargo Clearing Services, LLC Saint Paul MN 30 7th St E",,,Salesforce
11019891,Inactive Investor,Luz-Maria Medina,,J.P. Morgan Securities LLC Chicago IL 605 N Michigan Ave,,,Salesforce
11056071,Inactive Investor,Kelly Anderson,,State Farm VP Management Corp. Traverse City MI 4110 Copper Ridge Dr,,,Salesforce
10934779,Inactive Investor,Steven Sandberg,,"Brokers International Financial Services, LLC. Palm Beach Gardens FL 3300 PGA Blvd",ssandberg@brokersifs.com,,Salesforce
10804527,Inactive Investor,Jonathon Stites,Financial Advisor,Edward Jones Bozeman MT 3970 Valley Commons Dr,jon.stites@edwardjones.com,,Salesforce
10659423,,Thomas Tiberi,,,ttiberi@financialguide.com,,List Import
9605899,,Robert Hudson,,,robert.hudson@gladstonewealth.com,,List import
11035982,Inactive Investor,Jonathan Huerta,,J.P. Morgan Securities LLC Corona CA 360 N McKinley St,jonathan.huerta@chase.com,,Salesforce
10696366,,Taylor Pankratz,,Holistic Planning,taylor@holisticplanning.com,,List Import
10826192,Inactive Investor,Kenneth Keyser,,"Allstate Financial Services, LLC Reseda CA 6117 Reseda Blvd",kennethkeyser@allstate.com,,Salesforce
10871625,Inactive Investor,Matthew Pallo,Financial Advisor,Edward Jones Stow OH 3918 Clock Pointe Trl,matthew.pallo@edwardjones.com,,Salesforce
11296076,,Les Allegood,,,allegood@gmail.com,,Web Form Fillout
11146262,Inactive Investor,Michael Stein,,"Cambridge Investment Research, Inc. East Longmeadow MA 200 N Main St",,,Salesforce
10619304,,Benjamin Katz,,,ben.katz@morganstanley.com,,List Import
9611304,,Ted Finn,,,tedjfinn@gmail.com,,List import
9617880,,Thong Nguyen,"Chief Investment Officer, Co-Founder, Regulatory Contact",Olympiad Research LP,thong.nguyen@keebeckalpha.com,,List import
11043883,Inactive Investor,Steven Rhoades,,"Farmers Financial Solutions, LLC North Platte NE 102 N Dewey St",srhoades@farmersagent.com,,Salesforce
11197960,Inactive Investor,Jeff Tomlinson,Financial Consultant,LPL Financial LLC Howell MI Private Residence,,,Salesforce
11056183,Inactive Investor,Joseph Bonczek,,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",,,Salesforce
10886941,Inactive Investor,Mason Nielson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10815775,Inactive Investor,Jerri Murray,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Daytona Beach FL 1530 Cornerstone Blvd",jerri.murray@stifel.com,,Salesforce
11014820,Inactive Investor,Jordan Victor,,LPL Financial LLC Wilmington DE 2601 Annand Dr,,,Salesforce
9568990,,Donald Kittredge,,,dkittredge@crpco.com,,List import
11087397,Inactive Investor,Kaori Kubota,,PFS Investments Inc. Torrance CA 970 W 190th St,kaori.kubota@primerica.com,,Salesforce
11183473,Inactive Investor,Richard Mathaus,,"Wells Fargo Clearing Services, LLC Saint Paul MN 7525 Currell Blvd",richard.mathaus@wellsfargo.com,,Salesforce
10880106,Inactive Investor,Garrett Holcombe,,"IFP Securities, LLC Woodstock GA 230 Creekstone Rdg",garrett.holcombe@ifpartners.com,,Salesforce
9610500,,Omar Digity,,,odaibes1@protonmail.com,,List import
152118,,NASSER ALYAFEI,,[Unknown],nasser_alyafei@hotmail.com,,
10995331,Inactive Investor,Scott Humphrey,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11079920,Inactive Investor,Shawn Carty,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,shawn.carty@jpmorgan.com,,Salesforce
10797268,Inactive Investor,James Mussio,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Tampa FL 4304 W Boy Scout Blvd",jim.mussio@schwab.com,,Salesforce
10842025,Inactive Investor,Robert Hamman,,First Asset Financial Inc.,bobh@firstassetfinancial.com,,Salesforce
11209585,Inactive Investor,Bradie Shogan,,Jefferies LLC,bshogan@jefferies.com,,Salesforce
10696249,,Dan Berman,,T ROWE PRICE INVESTMENT SERVICES INC,dan.berman@troweprice.com,,List Import
9592509,,Andrew Klepchick,,,klepchick@homrichberg.com,,List import
11052467,Inactive Investor,Marc Kesner,Investment Advisor,Fisher Investments,,,Salesforce
11037866,Inactive Investor,Aidan Coyne,,Deutsche Bank Securities Inc. Chicago IL 222 S Riverside Plz,aidan@deutschewealth.com,,Salesforce
9595555,,Courtney Pregler,,,cpregler@tollesonwealth.com,,List import
10941109,Inactive Investor,Ann Conrad,,Edward Jones Austin TX 3811 Bee Caves Rd,,,Salesforce
10658791,,Nichole Ford,,,nichole.ford@chase.com,,List Import
11143558,Inactive Investor,Trevor Kent,Associate,William Blair,tkent@williamblair.com,,Salesforce
11190225,Inactive Investor,Dileep Nair,International Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",dileep_nair@ml.com,,Salesforce
10846835,Inactive Investor,Angela Blythe,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11155389,Inactive Investor,Shawn Staska,,State Farm VP Management Corp. Phoenixville PA 10 Ridge Rd,shawn.staska.jrll@statefarm.com,,Salesforce
11142787,Inactive Investor,Virgilio Barayuga,,"Transamerica Financial Advisors, Inc Honolulu HI 1050 Queen St",virgilio.barayuga@tfaconnect.com,,Salesforce
11003369,Inactive Investor,Marla Loehr,,PFS Investments Inc. Duluth GA 3075 Breckinridge Blvd,mloehr@primerica.com,,Salesforce
11076775,Inactive Investor,Edward Long,Executive Vice President;Secretary,Avity Investment Management Inc.,elong@grginvest.com,,Salesforce
9542332,,Frank Mustafa,,,frank@greysonglobal.com,,List import
9608278,,John James,,,hafrathabu@ququb.com,,List import
11024240,Inactive Investor,Andy Waters,,LPL Financial LLC Lexington KY 100 E Vine St,andy.waters@lpl.com,,Salesforce
9598131,,Tina Christensen,,,tyntina68@gmail.com,,List import
206357,,Chris Lock,Dr.,Kansai University of International Studies,gbcyd@yahoo.com,,Content
11220466,,Peter Klos,,,peter.klos@ngam.natixis.com,,Other
11088318,Inactive Investor,Christine Reierson,Financial Representative,Lincoln Investment West Union IA 107 W Elm St,creierson@lincolninvestment.com,,Salesforce
10939957,Inactive Investor,Steve Taylor,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
4309844,,Brian Flounders,,,brian@theflounders.com,2676224747,Web Form Fillout
11018507,Inactive Investor,Paul Stropkay,Chief Compliance Officer;Director;Investment Advisor Representative;President,"Sapphire Fiduciary Advisors, LLC",paul@sapphirefiduciary.com,,Salesforce
10822469,Inactive Investor,Maureen Armstrong,Partner,"AA Financial Advisors, LLC",,,Salesforce
10798775,Inactive Investor,Michael Teague,Family Wealth Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,michael.teague@morganstanley.com,,Salesforce
11046259,Inactive Investor,Michael Abbatacola,,Cetera Financial Specialists LLC Lombard IL 711 Westmore Meyers Rd,michael.abbatacola@ceterafs.com,,Salesforce
11180299,Inactive Investor,Jillian Martel,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10841427,Inactive Investor,Thomas Devereaux,,"Hantz Financial Services, Inc. Okemos MI 3450 Alaiedon Pkwy",thomas.devereaux@hantzgroup.com,,Salesforce
11102144,Inactive Investor,David Willingham,,PFS Investments Inc. Grants Pass OR 403 NE E St,dwillingham@primerica.com,,Salesforce
10764629,Inactive Investor,Joseph Canero,Financial Advisor,"Wells Fargo Clearing Services, LLC Trenton NJ 1177 Hwy 33",joseph.canero@wellsfargoadvisors.com,,Salesforce
9547686,,Emre Velioglu,,,emre.velioglu@gmail.com,,List import
10615140,,Derek Levy,"Director - Alternative Investments, Family Wealth Advisor, Financial Advisor, Financial Planning Specialist, Senior Portfolio Ma",,derek.levy@morganstanley.com,,List Import
11149671,Inactive Investor,Darcy Beeman,Financial Advisor,Edward Jones Fort Lauderdale FL 717 SE 2nd St,darcy.beeman@edwardjones.com,,Salesforce
10360493,,Fiorella Caligaris,,,f.caligaris@humanitas-it.com,,
11041155,Inactive Investor,Christopher Avey,,PlanMember Securities Corporation East Wenatchee WA 667 Grant Rd,,,Salesforce
10920765,Inactive Investor,Jacob Craton,Investment Advisor;President,RollingWave Capital,,,Salesforce
10900625,Inactive Investor,John Mara,Managing Director;Wealth Management Advisor,"Bleakley Financial Group, LLC Burlington MA 25 Mall Rd",john.mara@bleakley.com,,Salesforce
9600820,,Ryan Swartz,,,ryan.swartz@thinkingbeyond.com,,List import
1005395,Inactive Investor,Cesar Robles,,TBD,chesar32@gmail.com,chesar32@gmail.com,Organic Search
11088843,Inactive Investor,James Summers,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Fayetteville AR 3945 N Vantage Dr",jimed.summers@raymondjames.com,,Salesforce
11107286,Inactive Investor,Michael Turner,,J.P. Morgan Securities LLC Columbus OH 1121 Polaris Pkwy,michael.l.turner@jpmorgan.com,,Salesforce
11131071,Inactive Investor,Jacob Cunningham,,"Northwestern Mutual Investment Services, LLC Canton OH 4726 Hills and Dales Rd NW",jacob.cunningham@nm.com,,Salesforce
10787577,Inactive Investor,Rashid Afzal,Chief Compliance Officer;Executive Director - Compliance,Morgan Stanley Baltimore MD 100 S Charles St,rashid.afzal@morganstanley.com,,Salesforce
11106432,Inactive Investor,Heath Weiss,,Santander Securities LLC Middletown NJ 201 Harmony Rd,hweiss@santander.us,,Salesforce
10834242,Inactive Investor,Kraig Null,Chief Compliance Officer;Managing Director;Wealth Manager,"Wealthcare Solutions, LLC",knull@wealthcaresolutions.com,,Salesforce
84664,,M.A. Delgado,,"Skadden, Arps, LLP",mcd2496@gmail.com,8322586445,Organic Search
9560549,,DHAVAL KAHAR,,,dhaval.kahar@gmail.com,,List import
11091448,Inactive Investor,Altair Gobo,,"Kestra Investment Services, LLC Fairfield NJ 375 Passaic Ave",altair.gobo@kestrafinancial.com,,Salesforce
4089264,,Chris Black,,BlackHarpe,chris@nwrusa.com,5033918191,Web form fillout
10897659,Inactive Investor,Brandalyn Harvey,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brandalyn.harvey@tiaa.org,,Salesforce
203263,,Aaron Williams,Senior Financial Planner,"Market Street Wealth Management Advisors, LLC",aaronw@mswma.com,,
11092510,Inactive Investor,David Higgins,Financial Advisor,"Wells Fargo Clearing Services, LLC Portsmouth NH 1 Harbour Pl",david.higgins@wellsfargoadvisors.com,,Salesforce
11189822,Inactive Investor,William Marbit,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,,,Salesforce
9573798,,Matt Kweller,,,mkweller@gersteinfisher.com,,List import
11234845,Inactive Investor,Raymond Lee,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,r.lee@fi.com,,Salesforce
9563395,,Bily Al Ifanda,,,bilyalifanda@yahoo.co.id,,List import
9584383,,Oskar Lewnowski,,,olewnowski@orionresourcepartners.com,,List import
11260623,Inactive Investor,David Bell,Financial Solutions Advisor,"Osaic Institutions, Inc. Johnson City TN 709 Med Tech Pkwy",,,Salesforce
9630099,,Ajay Sharm,,,techyguy2000@gmail.com,,List import
11091724,Inactive Investor,Eric Jaffe,Financial Advisor,Commonwealth Financial Network Bethesda MD 4800 Hampden Ln,ejaffe@commonwealth.com,,Salesforce
213228,,Kevin Lynch,,[Unknown],kevinslynch@outlook.com,,
9601065,,Jeremy Vaughan,,,jvaughan@starwood.com,,List import
231729,, -,,[[Unknown]],jryarb@comcast.net,,Organic Search
11184530,Inactive Investor,Daniel Corona,,"Allstate Financial Services, LLC El Paso TX 1568 Joe Battle Blvd",danielcorona@allstate.com,,Salesforce
11190656,Inactive Investor,Anthony Russo,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",anthony_russo@ml.com,,Salesforce
9612761,,David Wang,,,mengchiw@foxmail.com,,List import
9589700,,thysang ranh,,,t7yasuhfuf99@gmail.com,,List import
10773390,Inactive Investor,Scott Weger,Risk Officer;Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
228155,, -,,[[Unknown]],robertrichards0404@gmail.com,,Organic Search
10841379,Inactive Investor,Paul Scott,,Cetera Advisor Networks LLC Paradise Valley AZ 7373 N Scottsdale Rd,,,Salesforce
9642782,,John Gifford,,,pydpyypr@aol.com,,List import
10889481,Inactive Investor,Thomas Jennings,,"MML Investors Services, LLC Lynchburg VA 202 Archway Ct",tjennings@massmutual.com,,Salesforce
10894537,Inactive Investor,David Smith,,"Osaic Wealth, Inc. Lancaster PA 2938 Columbia Ave",,,Salesforce
10754447,Inactive Investor,Robert Neill,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,robert.neill@morganstanley.com,,Salesforce
10811641,Inactive Investor,Kathleen Brown,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
9632421,,Gary Boyle,,,gary@gb3.co,,List import
10988145,Inactive Investor,Matthew Steele,,"Principal Securities, Inc.",steele.matthew@principal.com,,Salesforce
11076722,Inactive Investor,Maria McCuen,Co-Founder;Director - Client Experience;Owner;Principal,Napa Wealth Management,maria@napawealth.com,,Salesforce
10933102,Inactive Investor,Nicholas Hartung,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11107831,Inactive Investor,Debra Lynch,Chief Compliance Officer,"Laffer Tengler Investments, Inc.",dlynch@laffertengler.com,,Salesforce
11077150,Inactive Investor,Storm Rummel,,"Bankers Life Securities, Inc. Cedar Rapids IA 305 2nd St SE",,,Salesforce
9625036,,Mayer Zarchi,,,mayer@rc-mp.com,,List import
10948286,Inactive Investor,Curtis Cottle,Financial Advisor,"IAMS Wealth Management, LLC Grand Rapids MI 2610 Horizon Dr SE",,,Salesforce
9602069,,Matt Johnson,,,buffalomatt@gmail.com,,List import
11140119,Inactive Investor,Derek Lee,,LPL Financial LLC Fergus Falls MN Private Residence,,,Salesforce
10943433,Inactive Investor,Jason Lipps,Chief Investment Officer;Investment Advisor Representative;Managing Partner,Meritum Wealth Management LLC,,,Salesforce
9557155,,Uriel Castillo,,,uacs13@gmail.com,,List import
9590061,,Michael Siegel,,,msiegel@trcmllc.com,,List import
9592499,,Adam Turner,,,a.j.turner@hotmail.com,,List import
11145324,Inactive Investor,Darci Kruchten,Portfolio Associate,Morgan Stanley Middleton WI 8215 Greenway Blvd,darci.kruchten@morganstanley.com,,Salesforce
218090,,Russ Berge,,[Unknown],russberge@icloud.com,,Direct
9623293,,????? ?????????,,,famiyiman082209@gmail.com,,List import
161166,,Vik Singh,,[Unknown],vikalp_singhal@yahoo.com,,Paid Social
11016766,Inactive Investor,Kathleen King,Financial Advisor,Oppenheimer & Co. Inc. Asheville NC 10 Brook St,kathleen.king@opco.com,,Salesforce
227719,, -,,[Unknown],cryptoubermensch1@gmail.com,,
10859733,Inactive Investor,Elena Delossantos,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,delossantos@ft.newyorklife.com,,Salesforce
11100979,Inactive Investor,Kimberly Flynn,Senior Client Associate,"Wells Fargo Clearing Services, LLC Pensacola FL 125 E Intendencia St",kimberly.flynn@wellsfargoadvisors.com,,Salesforce
10828361,Inactive Investor,Trenten Youssi,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10871067,Inactive Investor,Jason Barta,Financial Advisor,Edward Jones Grand Forks ND 3251 32nd Ave S,jason.barta@edwardjones.com,,Salesforce
11041477,Inactive Investor,Joseph Calheiros,,PFS Investments Inc. Conshohocken PA 1100 E Hector St,jcalheiros@primerica.com,,Salesforce
10830841,Inactive Investor,Charles Alvanos,,"Ameriprise Financial Services, LLC Feeding Hills MA 1349 Springfield St",charles.x.alvanos@ampf.com,,Salesforce
11260996,Inactive Investor,Trey Childers,Investment Analyst,Heritage Wealth Advisors,tchilders@heritagewealth.net,,Salesforce
11006355,Inactive Investor,Matteo Godek,,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
10933430,Inactive Investor,Sarah Bury,Paraplanner;Registered Assistant,LPL Financial LLC Youngstown OH 7620 Market St,,,Salesforce
11022376,Inactive Investor,Thomas McLaurin,,"Cambridge Investment Research, Inc. Woodinville WA 18915 142nd Ave NE",,,Salesforce
9638645,,Heather Majczan Corkery,,,hcorkery@seic.com,,List import
10789353,Inactive Investor,Philip West,,"FBL Marketing Services, LLC",philip.west@fblfinancial.com,,Salesforce
147034,,Chris Roan,,[Unknown],chris.roan@gmail.com,,Direct
11050420,Inactive Investor,Luis d'Amato,Administrator;Chief Compliance Officer;Chief Executive Officer;Manager,Aston Capital Management,luis@astoncapital.net,,Salesforce
10991029,Inactive Investor,Joanne Hamilton,,"Allstate Financial Services, LLC Cherry Hill NJ 1301 Marlton Pike E",,,Salesforce
10823489,Inactive Investor,Christopher Jones,Financial Advisor,Edward Jones Carlsbad NM 714 N Canal St,chris.jones3@edwardjones.com,,Salesforce
10945867,Inactive Investor,Yuchen Liu,,Citigroup Global Markets Inc.,,,Salesforce
10819035,Inactive Investor,Justin Scicluna,Financial Advisor,Edward Jones Prairie Village KS 4121 W 83rd St,justin.scicluna@edwardjones.com,,Salesforce
9632029,,Ksjsjs Jsjsjsj,,,sheb121@hotmail.com,,List import
10957110,Inactive Investor,Robert Nagy,Financial Advisor;Senior Financial Consultant,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",robert.nagy@ampf.com,,Salesforce
10940344,Inactive Investor,Mark Weinstock,Financial Professional,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",markweinstock@financialguide.com,,Salesforce
10865907,Inactive Investor,Michael Jeff,,"Latitude Advisors, LLC Flushing NY 7517 147th St",mjeff@latitudefinancial.net,,Salesforce
11180133,Inactive Investor,Jeffrey Huber,Financial Professional,"Transamerica Financial Advisors, Inc Dayton OH 6490 Centerville Business Pkwy",jeffrey.huber@tfaconnect.com,,Salesforce
10646073,,Brigid Mattingly,,,brigid.mattingly@wellsfargo.com,,List Import
9580352,,James Davies,,,james.davies@db.com,,List import
9603711,,Don White,,,dwhite@intrepidcapital.net,,List import
11112685,Inactive Investor,Robert Searle,Chief Compliance Officer;Chief Financial Officer;President,Searle & Co.,rsearle@searleco.com,,Salesforce
11152721,Inactive Investor,Christopher Walsh,Service Associate,Morgan Stanley Chicago IL 227 W Monroe St,chris.walsh@morganstanley.com,,Salesforce
10973483,Inactive Investor,Jonathan Gibbs,,J.P. Morgan Securities LLC Indianapolis IN 11735 Fox Rd,jonathan.w.gibbs@chase.com,,Salesforce
9640526,,Mary Bitterman,,,mbitterman@osherfoundation.org,,List import
9631503,,Jamie Parkhurst,,,jamie@processvisual.studio,,List import
10826513,Inactive Investor,Alfredo Gonzalez,,J.P. Morgan Securities LLC Miami FL 12795 S Dixie Hwy,alfredo.collazo@jpmorgan.com,,Salesforce
11152521,Inactive Investor,Arthur Cosper,Financial Advisor,"Osaic Wealth, Inc. Temple TX 16 E Avenue A",,,Salesforce
9600157,,Phasin Banchakulchai,,,p.banchakulchai@hotmail.com,,List import
10618631,,Thomas Parker,,,tom.parker@onedigital.com,,List Import
11128700,Inactive Investor,Kimberly Bosco,,Morgan Stanley,kimberly.bosco@morganstanley.com,,Salesforce
10509862,,N. Abraham Issa,,Ameriprise Financial,abraham.issa@ampf.com,,List Import
10435114,,Jan Zuazo,,,janzuazo@gmail.com,,Web Form Fillout
11184187,Inactive Investor,Bradley Blum,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Roanoke VA 110 Franklin Rd SE",bradley.blum@rbc.com,,Salesforce
11104303,Inactive Investor,Randall Yeisley,Chief Compliance Officer;Founder;President,"Yeisley Wealth Solutions, Inc.",,,Salesforce
11087127,Inactive Investor,Mary White,,J.P. Morgan Securities LLC Lafayette CO 1426 N 95th St,mary.e.white@jpmorgan.com,,Salesforce
11099111,Inactive Investor,Grady Coughlin,,"Wells Fargo Clearing Services, LLC Johnson City NY 519 Columbia Dr",,,Salesforce
213870,,Shawn Sethi,,[Unknown],shawn@tophattechnologies.com,,
10859460,Inactive Investor,Jake Webber,,Country Capital Management Company Washington IL 105 Washington Sq,jake.webber@countryfinancial.com,,Salesforce
11188502,Inactive Investor,Vanessa Walker,Associate Financial Advisor,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",vanessa.l.walker@ampf.com,,Salesforce
10930051,Inactive Investor,Sharon McKenna,,"MML Investors Services, LLC Wakefield MA 27 Water St",,,Salesforce
11044043,Inactive Investor,Amy Parrish,Wealth Advisor,"IFG Advisory, LLC Athens GA 1077 Baxter St",,,Salesforce
10784410,Inactive Investor,Peter Bournias,Senior Vice President - Wealth Management,Citigroup Global Markets Inc. Brooklyn NY 836 Manhattan Ave,peter.bournias@citigroup.com,,Salesforce
10491697,,Erik Berki,,,berkie654@gmail.com,,Web Form Fillout
11134679,Inactive Investor,John Razon,,Fidelity Brokerage Services LLC,john.razon@fmr.com,,Salesforce
10939716,Inactive Investor,Ashlyn Rollins-Koons,,"Next Financial Group, Inc. Chico CA 3201 Esplanade",,,Salesforce
11059188,Inactive Investor,Arthur Lane,,"Western International Securities, Inc. Reno NV Private Residence",alane@wisdirect.com,,Salesforce
9583338,,Bruce Harvey,,,bharvey@paradigmcm.net,,List import
211497,,Jacob Shulman,Corporate associate,Schulte Roth & Zabel LLP,jacob.shulman@srz.com,,Content
11198927,Inactive Investor,Evelyn Aparicio,,J.P. Morgan Securities LLC Miami FL 1300 Ponce De Leon Blvd,evelyn.m.aparicio@chase.com,,Salesforce
11116944,Inactive Investor,Levi Fallavollita,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10815989,Inactive Investor,David Root,Chief Executive Officer;Founder;Manager;Regulatory Contact,"D.B. Root & Company, LLC",d.rootjr@dbroot.com,,Salesforce
10962638,Inactive Investor,Louise Bryant,Chief Compliance Officer;Founder;Principal,Financial Spyglass,louise.bryant@financialspyglass.com,,Salesforce
9542634,,Sandy Green,,,drofrhetoric@hotmail.com,,List import
10936903,Inactive Investor,Sean Coumans,Financial Advisor,"Ameriprise Financial Services, LLC Glendale CA 701 N Brand Blvd",sean.coumans@ampf.com,,Salesforce
10948660,Inactive Investor,Joshua Gummo,Financial Advisor,"Concourse Financial Group Securities, Inc. Souderton PA 17 Penn Ave",joshua.gummo@concoursefinancial.com,,Salesforce
10963735,Inactive Investor,Alexander Davis,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11048645,Inactive Investor,Kevin McMiller,,PFS Investments Inc. Roseville CA 1200 Melody Ln,kmcmiller@primerica.com,,Salesforce
11102522,Inactive Investor,Sean Okamoto,,LPL Financial LLC Honolulu HI 1088 Bishop St,sean.okamoto@lpl.com,,Salesforce
10884672,Inactive Investor,Richard Struthers,Chairman;Chief Executive Officer,Clearwater Capital Management,,,Salesforce
9567652,,Chris Skarupski,,,chris@playphone.com,,List import
10817646,Inactive Investor,Barry Kyllo,,"Ameriprise Financial Services, LLC Fort Myers FL 3949 Evans Ave",,,Salesforce
10831030,Inactive Investor,Garry Engelmann,,"Fortune Financial Services, Inc. Pipersville PA 7137 Old Easton Rd",gce@fortunefinancialservices.com,,Salesforce
9615114,,Heather Butler,,,heatherbutler3287@gmail.com,,List import
10865517,Inactive Investor,Noemi Rodriguez,Managing Advisor,"Voya Financial Advisors, Inc.",noemi.rodriguez@voyafa.com,,Salesforce
2276448,,Hasimuddin Ali,,,hasimuddinali112@gmail.com,,
9593623,,Robert Francais,,,rfrancais@aspiriant.com,,List import
10767695,Inactive Investor,David Neel,,BBVA Securities Inc.,,,Salesforce
10863347,Inactive Investor,Robert Elster,,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",robert.elster@valic.com,,Salesforce
10770756,Inactive Investor,Craig Johnson,Financial Advisor,"Wells Fargo Clearing Services, LLC Wayzata MN 900 Wayzata Blvd E",craig.a.johnson@wellsfargoadvisors.com,,Salesforce
11060130,Inactive Investor,Charles Stoll,Chief Compliance Officer;Managing Member;Regulatory Contact,"Winning Points Advisors, L.L.C. Boca Raton FL 129 NW 13th St",cstoll@thewinningpoints.com,,Salesforce
11010905,Inactive Investor,Khalid Al Abid,,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",khalid.alabid@equitable.com,,Salesforce
11013938,Inactive Investor,Sarah Watson,,J.P. Morgan Securities LLC Saint Johns FL 426 Durbin Pavilion Dr,sarah.watson@jpmorgan.com,,Salesforce
11094561,Inactive Investor,Celeste Little,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,celeste.little@fmr.com,,Salesforce
11071772,Inactive Investor,John Johnson,,"Cambridge Investment Research, Inc. Sevierville TN 226 Prince St",,,Salesforce
10810199,Inactive Investor,Whitney McDade,Business Development Associate;Registered Associate;Senior Registered Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,whitney.mcdade@morganstanley.com,,Salesforce
219863,,Carl Booij,,[Unknown],carl.booij@db.com,,Direct
10620069,,Robert Sanfilippo,,,rsanfilippo@wintrustwealth.com,,List Import
11089995,Inactive Investor,Richard Sirott,President,Richard N. Sirott Accountancy Corporation,,,Salesforce
11235446,Inactive Investor,Ashley Stroud,Associate Wealth Advisor,Pathview Wealth Advisors,ashley@rowling.com,,Salesforce
10876534,Inactive Investor,Rosabella Magat,,Evercore Group L.L.C.,rosabella.magat@evercore.com,,Salesforce
10809780,Inactive Investor,Jeffrey Freeman,,Thrivent Investment Management Inc. Friedensburg PA 1305 Long Run Rd,jeffrey.freeman@thrivent.com,,Salesforce
11126534,Inactive Investor,Anthony Longobucco,Financial Consultant,"Osaic Wealth, Inc. Harrison NY 550 Mamaroneck Ave",,,Salesforce
10987874,Inactive Investor,Brianna Goll,Financial Advisor,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
244539,,Steve Earner,Head of RIA Platform,LPL Financial,steve.earner@lplfinancial.com,,Manual List Upload
10873783,Inactive Investor,Kyle Mushaweh,Wealth Advisor,LPL Financial LLC Providence RI 10 Memorial Blvd,kyle.mushaweh@lpl.com,,Salesforce
10854677,Inactive Investor,James Condon,,"Empower Financial Services, Inc Moosic PA 30 Scranton Office Park",james.condon@gwrs.com,,Salesforce
10958860,Inactive Investor,Peter Askar,,Fidelity Brokerage Services LLC,,,Salesforce
188717,,rasim andiran,,Turkey,rasimandiran@gmail.com,,Organic Search
10952113,Inactive Investor,Jose Ramos Rios,,Nationwide Planning Associates Inc. Hato Rey PR 31 Calaf St,,,Salesforce
11111783,Inactive Investor,Elvira Vargas Candelario,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
337683,,Bogumil Baranowski,"Secretary, Vice President","Sicart Associates, Llc",bb@sicartassociates.com,646-606-0290,Manual List Upload
11079537,Inactive Investor,Nicholas Luchtefeld,Manager - Financial Services,"UMB Financial Services, Inc. Saint Louis MO 2 S Broadway",,,Salesforce
10804577,Inactive Investor,Claudio Enriquez,Business Development Associate;Financial Advisor,Morgan Stanley San Jose CA 225 W Santa Clara St,claudio.enriquez@morganstanley.com,,Salesforce
11102952,Inactive Investor,Irma Velasquez,,PFS Investments Inc. Fontana CA 7740 Edison Ave,ivelasquez@primerica.com,,Salesforce
10844845,Inactive Investor,Brian Carney,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",brian.carney@ml.com,,Salesforce
10782277,Inactive Investor,William Hagerty,,NYLIFE Securities LLC Roseville CA 2999 Douglas Blvd,whagerty@ft.newyorklife.com,,Salesforce
10992235,Inactive Investor,Yousline Boulin,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,youslineboulin@primerica.com,,Salesforce
11124572,Inactive Investor,Gavin Gochnour,,"BNA Wealth, Inc.",gavin@bnawealth.com,,Salesforce
7623772,,Jose Aquino,,,joejitzu777@gmail.com,,Web Form Fillout
9619842,,Kevin Frantze,,,stoli80pr@hotmail.com,,List import
124706,,Samuel Lupica,Founding Partner,"Stratos Wealth Partners, Ltd",slupica@stratoswp.com,330-666-8131,
10618732,,Ryan Kibiloski,,,ryan.kibiloski@morganstanley.com,,List Import
11061474,Inactive Investor,Joshua Farmer,Financial Advisor,LPL Financial LLC Oxford MA 351 Main St,joshua.farmer@lpl.com,,Salesforce
10883887,Inactive Investor,Nickie Maia,Associate Advisor,LPL Financial LLC Atlanta GA 1025 Virginia Ave,nickie.s.maia@lpl.com,,Salesforce
10842922,Inactive Investor,Erol Gokbora,Financial Advisor,"Park, Miller, LLC",erol.gokbora@parkmiller.com,,Salesforce
10777492,Inactive Investor,John Yambao,Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",john.yambao@ml.com,,Salesforce
10965702,Inactive Investor,Jared Russom,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",jared.russom@nm.com,,Salesforce
11114450,Inactive Investor,Braxton Zou,Associate,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10828827,Inactive Investor,Peter Martin,,"Raymond James Financial Services, Inc. Trenton NJ 1540 Kuser Rd",peter.martin@raymondjames.com,,Salesforce
9619765,,Johnathon Pasely,,,trad2@protonmail.ch,,List import
11131966,Inactive Investor,John Helms,Wealth Advisor,Hull Wealth Management,gabe@hullwealth.com,,Salesforce
11173267,Inactive Investor,Cassandra Chadwick,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10935892,Inactive Investor,Kevin Fay,,Cetera Advisors LLC Short Hills NJ 51 John F Kennedy Pkwy,,,Salesforce
9608690,,Tony Montenegro,,,tony@theblackmontgroup.com,,List import
9558327,,gana mava,,,kdypcumyjbvcjk@karenkey.com,,List import
10853870,Inactive Investor,Peter McMahon,,"Osaic Institutions, Inc. New York NY 85 Broad St",,,Salesforce
10948144,Inactive Investor,Kyle Renick,,NYLIFE Securities LLC Spring TX 21021 Spring Brook Plaza Dr,krenick@ft.newyorklife.com,,Salesforce
9636998,,Linda Karmin,,,linda@fortllc.com,,List import
10489985,,William Blake,Chief Compliance Officer,"PMG Family Office, LLC",bill.blake@pmgfamilyoffice.com,,List Import
11169721,Inactive Investor,Julian Van Ostrand,,"Northern Trust Securities, Inc. Winnetka IL 62 Green Bay Rd",vanostrand.julian@ntrs.com,,Salesforce
11057423,Inactive Investor,Tate Johnson,Associate,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tate.johnson@tiaa.org,,Salesforce
9601693,,Bichop Nawrot,,,bnawrot@ctwealthmgmt.com,,List import
11061800,Inactive Investor,Kristen Vande Bossche,,LPL Financial LLC Anaheim CA 180 N Riverview Dr,kristen.vande-bossche@lpl.com,,Salesforce
10990685,Inactive Investor,Mark Arcidiacono,Private Client Advisor,"Rockwood Wealth Management, LLC",mark.arcidiacono@rockwoodwealth.com,,Salesforce
9550684,,Andreas Backstrom,,,abackstrom@solascapital.com,,List import
11146911,Inactive Investor,Renae Haug,,State Farm VP Management Corp. Bismarck ND 1471 Interstate Loop,,,Salesforce
11231314,Inactive Investor,Niko Iacono,,UBS Financial Services Inc. Sewickley PA 2200 Georgetown Dr,,,Salesforce
10995746,Inactive Investor,Guy Edwards,,"U.S. Bancorp Investments, Inc. Lawrence KS 1807 W 23rd St",dennis.edwards@usbank.com,,Salesforce
11064659,Inactive Investor,Eric Elek,,Commonwealth Financial Network Pittsburgh PA 790 Holiday Dr,eelek@commonwealth.com,,Salesforce
10809332,Inactive Investor,Katherine Johnson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",,,Salesforce
10611744,,Katherine Condy,"Financial Advisor, First Vice President",,katherine.condy@rbc.com,,List Import
210055,,Ibrahim Zubaidi,,[Unknown],ibz151@gmail.com,,Webinar
10924294,Inactive Investor,Luke Bernard,Associate Financial Advisor,"RBC Capital Markets, LLC Leawood KS 4001 W 114th St",luke.bernard@rbc.com,,Salesforce
11071143,Inactive Investor,Dan Calhoun,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,danc@jpmorgan.com,,Salesforce
10862106,Inactive Investor,Gregory Ajello,,Morgan Stanley New York NY 750 7th Ave,gregory.ajello@morganstanley.com,,Salesforce
11131639,Inactive Investor,Christopher Winn,President,Interactive Wealth Advisors,chris@interactive-wealth.com,,Salesforce
181384,,Krishandas Chaurasiya,,[Unknown],krishandasc@gmail.com,,
10871030,Inactive Investor,Ron Opolka,Financial Advisor,"MML Investors Services, LLC Birmingham AL 1143 1st Ave S",ropolka@financialguide.com,,Salesforce
10992529,Inactive Investor,Nicholas Safi,,"Osaic Wealth, Inc. Minneapolis MN 5353 Wayzata Blvd",,,Salesforce
208337,,Sally Baker,,[Unknown],sbaker@wiley.com,,source
9611339,,Mark Garabedian,,,mgarabedian@wellington.com,,List import
11122531,Inactive Investor,Victoria Lee,Senior Vice President,Chu Financial Management Corporation,,,Salesforce
10923974,Inactive Investor,Daryl Riley,,LPL Financial LLC Orange CA 725 W Town and Country Rd,daryl.riley@lpl.com,,Salesforce
9573683,,Varun Bandri,,,vbandri@sorobancap.com,,List import
9636465,,Annamay Trala,,,atrala@gtcr.com,,List import
11221201,,John Gower,,,john@jcgower.com,,List Import
10844928,Inactive Investor,Theresa Goldsmith,,Cetera Advisors LLC Sacramento CA 1817 Maryal Dr,,,Salesforce
11073519,Inactive Investor,Yanmei Ke,,Cetera Investment Services LLC Temple City CA 9055 Las Tunas Dr,yanmei.ke@ceterais.com,,Salesforce
10915525,Inactive Investor,Adrian Padilla,Financial Advisor,Edward Jones Riverside CA 5225 Canyon Crest Dr,adrian.padilla@edwardjones.com,,Salesforce
93828,,Jimmy Roberson,,United States,vacationboyvideos@gmail.com,,
10759756,Inactive Investor,Matthew Weinberg,Chief Compliance Officer;Co-Founder;Managing Member;Principal,"Edge Wealth Management, LLC",matthew.weinberg@edgewealth.com,,Salesforce
11158941,Inactive Investor,Lyle Hatch,,"Jeffrey Matthews Wealth Management, LLC",lhatch@jeffreymatthews.com,,Salesforce
11112807,Inactive Investor,Colin Lochiatto,,William Blair,clochiatto@williamblair.com,,Salesforce
11059723,Inactive Investor,Anil Jain,,NYLIFE Securities LLC Commack NY Private Residence,aniljain@ft.newyorklife.com,,Salesforce
11220211,,Timothy Piechowski,,,tpiechowski@acr-invest.com,,Other
11000801,Inactive Investor,Michael Kuebler,Financial Services Representative,"MML Investors Services, LLC Toledo OH 7659 Kings Pointe Rd",mkuebler@financialguide.com,,Salesforce
11039915,Inactive Investor,Tanner Link,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Link Asset Management LLC Kasilof AK 27982 Kalifornsky Beach Rd,,,Salesforce
11156112,Inactive Investor,Richard Williams,Financial Advisor,Edward Jones Columbia SC 1201 Main St,gerry.williams@edwardjones.com,,Salesforce
9547223,,Cesar Franco,,,cfranco@royalaa.com,,List import
11024661,Inactive Investor,Darryn Pope,,"Avantax Investment Services, Inc. Bedford TX 2700 Tibbets Dr",,,Salesforce
10892722,Inactive Investor,Matthew Parmelee,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",matthew.parmelee@schwab.com,,Salesforce
10915974,Inactive Investor,Pamela Fitzpatrick,Financial Planner,Compass Advisory Partners LLC Cookeville TN 25 W Broad St,,,Salesforce
10995139,Inactive Investor,Danny Wong,,Citigroup Global Markets Inc.,,,Salesforce
11139709,Inactive Investor,Shaun Miller,Financial Advisor,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",shaun.miller@nm.com,,Salesforce
10783119,Inactive Investor,Amy Fussman,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,amy.fussman@fidelity.com,,Salesforce
10611167,,Brian Fink,"Private Client Advisor, Senior Vice President",,brian.fink@bofa.com,,List Import
10953523,Inactive Investor,Nikolaus Lancaster,Brokerage Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11077857,Inactive Investor,Shinwon Moon,,Citigroup Global Markets Inc.,,,Salesforce
210051,,Lance Ichikawa,,[Unknown],lanceich@hotmail.com,,
11221418,,Brian Raupp,,,brian@cordamanagement.com,,List Import
10964923,Inactive Investor,John Reichler,,"First Command Brokerage Services, Inc. Killeen TX 3803 Levy Ln",,,Salesforce
10923731,Inactive Investor,Jack Glessner,Financial Advisor,LPL Financial LLC Cambridge MD 411 Muse St,al.glessner@lpl.com,,Salesforce
232797,, -,,[Unknown],alain.otaegui@eba.europa.eu,,
10781007,Inactive Investor,Joseph Bonjorino,,"TIAA-CREF Individual & Institutional Services, LLC Chicago IL 333 W Wacker Dr",jbonjorino@tiaa-cref.org,,Salesforce
10914011,Inactive Investor,Darice Tsai,Financial Advisor,Edward Jones Glendora CA 151 N Glendora Ave,darice.tsai@edwardjones.com,,Salesforce
10612874,,Alan Palazzo,Financial Advisor,,alan.palazzo@ampf.com,,List Import
10801776,Inactive Investor,Paula Terzioglu,Financial Advisor;Financial Planning Specialist,Morgan Stanley Rochester NY 300 Linden Oaks,paula.m.grassl@morganstanley.com,,Salesforce
11025679,Inactive Investor,Jeffrey Bone,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 1115 Locust St",,,Salesforce
10802716,Inactive Investor,Ronald Mitcherling,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Cockeysville MD 303 International Cir,ronald.w.mitcherling@morganstanley.com,,Salesforce
9556359,,Martynas Pilkis,,,mpilkis@lb.lt,,List import
9611687,,José Antonio Rodríguez,,,joeproyecto1982@gmail.com,,List import
10992492,Inactive Investor,Brandon Wright,,LPL Financial LLC Sherman TX 100 N Travis St,brandon.wright@lpl.com,,Salesforce
11012176,Inactive Investor,Kyle Wheeler,,State Farm VP Management Corp. Newark OH 23 Forry St,,,Salesforce
10696006,,David Weathers,,Cetera Financial Group,david.weathers@cetera.com,,List Import
10488448,,Edmon Tomes,"Chief Executive Officer, President, Private Wealth Advisor",Level Four Capital Management,jtomes@levelfourfinancial.com,,List Import
10657436,,Parveen Sultana,,,parveen.sultana@jpmorgan.com,,List Import
10808670,Inactive Investor,Stephen Crane,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,stephen.crane@morganstanley.com,,Salesforce
11062737,Inactive Investor,Dwayne Hart,,PFS Investments Inc. Valdosta GA 509 N Patterson St,dwayne.hart@primerica.com,,Salesforce
11239166,Inactive Investor,JILL MASSARO,,"Wells Fargo Advisors Financial Network, LLC",jill.massaro@wfafinet.com,,Salesforce
10876869,Inactive Investor,Tyler Herr,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Chandler AZ 2745 S Alma School Rd",tyler.herr@benjaminfedwards.com,,Salesforce
10997496,Inactive Investor,Bryce Kuzman,Wealth Management Analyst,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
11012021,Inactive Investor,Tyler Stringer,Financial Planning Consultant,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",,,Salesforce
198692,,giovanni rossetti,,[Unknown],rossettig@ymail.com,19546996941,Organic Search
10829589,Inactive Investor,James Dunn,,State Farm VP Management Corp. Edmond OK 3416 NW 178th St,jim.dunn.gw5b@statefarm.com,,Salesforce
10617414,,Sitalakshmi Arumugam,,,sitalakshmi.arumugam@jpmorgan.com,,List Import
11131946,Inactive Investor,Mark Klein,,Key Investment Services LLC Idaho Falls ID 501 W Broadway St,mark_klein@kisinvestments.com,,Salesforce
10894018,Inactive Investor,Alicia Curran,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",alicia.curran@schwab.com,,Salesforce
10920741,Inactive Investor,Margaret Antoniello,Financial Professional,"Equity Services, Inc. Red Bank NJ 200 Schulz Dr",antoniello_m@nlvmail.com,,Salesforce
9575302,,Kevin Heinrich,,,kevin.heinrich@securitiesamerica.com,,List import
174238,,Stephen Wall,,[Unknown],stevewall43@outlook.com,,source
10891147,Inactive Investor,Paige Inslee,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",paige.inslee@ml.com,,Salesforce
9127727,,Vicky Hampson,,,victoria.hampson@gs.com,,List Import
10914382,Inactive Investor,Brenda Wenning,Principal,"Wenning Investments, LLC",brenda@wenninginvestments.com,,Salesforce
10868626,Inactive Investor,Debbie Oja-Ausmus,,Country Capital Management Company Burns OR 531 N Broadway Ave,debbie.ojaausmus@countryfinancial.com,,Salesforce
11217807,,Terri Normington,,,terri.normington@lpl.com,,List Import
11162483,Inactive Investor,Amy Ransler,Associate Financial Advisor,Edward Jones Grandville MI 4130 Del Mar Dr SW,amy.ransler@edwardjones.com,,Salesforce
11153986,Inactive Investor,Brittany Dematteis,Assistant Vice President;Business Analyst;Client Service Associate;Vice President,Morgan Stanley,brittany.armiento@morganstanleypwm.com,,Salesforce
11070129,Inactive Investor,Lino Gutierrez,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",joegutierrez@ml.com,,Salesforce
9634610,,Jolanta Kolc,,,jkolc@hhconsultants.com,,List import
10934697,Inactive Investor,Kelsey Litzinger,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,kelsey.alessandrini@jpmorgan.com,,Salesforce
10995221,Inactive Investor,Cory Adamson,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",cory.adamson@farmersinsurance.com,,Salesforce
10937627,Inactive Investor,Patrick Witte,Private Client Advisor,J.P. Morgan Securities LLC Mount Prospect IL 2 W Northwest Hwy,patrick.witte@jpmorgan.com,,Salesforce
11147720,Inactive Investor,Joseph Burgoyne,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,joseph.burgoyne@fidelity.com,,Salesforce
10871640,Inactive Investor,Emily Noble,Financial Advisor,Morgan Stanley Dallas TX 5001 Spring Valley Rd,emily.noble@morganstanley.com,,Salesforce
9560591,,Kyle Skinner,,,skinner.kyle@principal.com,,List import
10647698,,Patricia Lee,,,plee@lockton.com,,List Import
11234735,Inactive Investor,James Emanuelson,Analyst,Avenir Corporation,,,Salesforce
11254555,Inactive Investor,Ethan Dilbeck,,Key Investment Services LLC Solon OH 33275 Aurora Rd,,,Salesforce
10881371,Inactive Investor,Thomas Moroney,,Deutsche Bank Securities Inc.,,,Salesforce
9593912,,Kevin Gruetter,,,kgruetter@carsoninstitutional.com,,List import
6275756,,Bryan Quinn,,,bquinn8@comcast.net,,Web Form Fillout
11186167,Inactive Investor,Eric Hon,,"Cambridge Investment Research, Inc. San Ramon CA 2010 Crow Canyon Pl",,,Salesforce
11160406,Inactive Investor,Bernardo Vasquez,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,,,Salesforce
9546052,,Michael Flink,,,flink@yahoo.com,,List import
11076534,Inactive Investor,Antonio Bugli,,"Osaic Wealth, Inc. Sterling Heights MI 38800 Van Dyke Ave",,,Salesforce
7487008,,Jeff Schults,,,gpabwood@gmail.com,,Web Form Fillout
11045599,Inactive Investor,Roberto Flores,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,,,Salesforce
9583431,,Robert Rao,,,rrao@cantella.com,,List import
11047537,Inactive Investor,Ty Hensley,Financial Consultant,"Independent Advisor Alliance, LLC Charlotte NC 12610 N Community House Rd",ty@independentadvisoralliance.com,,Salesforce
11137492,Inactive Investor,Slayd Casey,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,slayd.casey@fmr.com,,Salesforce
9567549,,Jose Gomez,,,gomezzjosee@gmail.com,,List import
11095333,Inactive Investor,David Erickson,,"First Heartland Capital, Inc. Chambersburg PA 445 Phoenix Dr",derickson@firstheartland.com,,Salesforce
205757,,Dauren Asrymbetov,,[Unknown],dauren.asrymbetov@gmail.com,,Content
10984159,Inactive Investor,Eric Aragon,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor Representative;Managing Member,Aragon Asset Management LLC,eric@aragonassetmanagement.com,,Salesforce
11254267,Inactive Investor,Christopher Lee,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",,,Salesforce
10851461,Inactive Investor,Christopher Spelbring,,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",,,Salesforce
338802,,KATHY HEALY,Certified Financial Planner,"Ifg Advisory, Llc",kathy.healy@healywealth.com,770-353-6331,Manual List Upload
11042543,Inactive Investor,Frank Abreu,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",frank.abreu@nm.com,,Salesforce
99941,,Michael Buettner,,buettner enterprises,mwbuettner21@gmail.com,17167412391,Paid Search
10863526,Inactive Investor,Kylie Bunce,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11190894,Inactive Investor,Thomas Phillips,,LPL Financial LLC Franklin OH 3737 S Dixie Hwy,thomas.phillips@lpl.com,,Salesforce
11075996,Inactive Investor,Mandy Cothron,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",mandy_cothron@ml.com,,Salesforce
9647061,,Jack Brent,,,jack.godfrey@lpl.com,,List import
10997101,Inactive Investor,Eric Endres,,State Farm VP Management Corp. Frisco TX 8902 Preston Manor Dr,,,Salesforce
10822084,Inactive Investor,John Brown,,"Wells Fargo Clearing Services, LLC Dothan AL 2999 Ross Clark Cir",john.brown2@wellsfargo.com,,Salesforce
10997822,Inactive Investor,Lucas Ryan,,J.P. Morgan Securities LLC Irwin PA 9399 State Rte 30,,,Salesforce
10827764,Inactive Investor,Sheryl Giles,Financial Advisor,Edward Jones Dallas TX 17330 Preston Rd,sheryl.giles@edwardjones.com,,Salesforce
10987548,Inactive Investor,Richard Blessing,Financial Professional,"MML Investors Services, LLC Omaha NE 1111 N 102nd Ct",rblessing@financialguide.com,,Salesforce
10509934,,Chad Suh,CFO,Samsung Asset Management NY,chad.suh@samsung.com,,List Import
10839682,Inactive Investor,Michael Sbano,,Morgan Stanley Providence RI 1 Financial Plz,michael.sbano@morganstanley.com,,Salesforce
10954202,Inactive Investor,Brady Lindauer,,Fidelity Brokerage Services LLC Sarasota FL 201 N Cattlemen Rd,brady.lindauer@fidelity.com,,Salesforce
349250,,Nathaniel Gilman,Financial Advisor,Krilogy,ngilman@krilogy.com,314-884-2800,Manual List Upload
11000845,Inactive Investor,Jaclyn Cohen,,"Family Management Securities, LLC",jcohen@familymanage.com,,Salesforce
10809386,Inactive Investor,Dawn Porto,Financial Advisor,"Wells Fargo Clearing Services, LLC Sewickley PA 1606 Carmody Ct",dawn.porto@wellsfargoadvisors.com,,Salesforce
11109646,Inactive Investor,Robi Owens,Financial Advisor,LPL Financial LLC Laurens SC 121 W Public Sq,robi.owens@lpl.com,,Salesforce
45357,,Stuart Brown,Portfolio Manager,Warren Capital Group,sbrown@warcap.com,888-262-1040,
9601850,,Tony Farmer,,,ynotremraf@yahoo.com,,List import
11122501,Inactive Investor,John Sewell,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
11148075,Inactive Investor,Joshua Ward,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,joshua.ward@fidelity.com,,Salesforce
70022,,Derek Cipiti,Financial Associate,Thrivent Investment Management Inc.,derek.cipiti@thrivent.com,419-704-2013,
11016178,Inactive Investor,Chelsie Dunwoody,,PFS Investments Inc. Redlands CA 721 Nevada St,cdunwoody@primerica.com,,Salesforce
10923873,Inactive Investor,Amrit Brar,,"Avantax Investment Services, Inc. Fresno CA 5550 W Spruce Ave",,,Salesforce
11230069,Inactive Investor,Rebecca Lim,,"Balanced Security Planning, Inc.",,,Salesforce
10935887,Inactive Investor,Ryan Green,Chief Compliance Officer;Chief Investment Strategist;Founder;Managing Member,Sky Ridge Wealth Management LLC,,,Salesforce
9542237,,Abdullah Almareei,,,abdullahalmareei141@gmail.com,,List import
105715,,RICHARD BORROUGHS,,PARKLAND SECURITIES,burroww@aol.com,(602) 285-0662,
10845019,Inactive Investor,Prajna Khisty,Financial Professional;Retirement Planning Specialist,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",prajna.khisty@equitable.com,,Salesforce
9551808,,Michael White,,,michael@mbwhite.net,,List import
342072,,Rohit Wanchoo,Limited Liability Partner,Alpine Grove Partners Llp,rohit.wanchoo@groveinvestors.com,121-271-07875,Manual List Upload
10955415,Inactive Investor,Charu Shrivastava,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",,,Salesforce
10843378,Inactive Investor,Robert Moranville,,"Raymond James Financial Services, Inc. Walnut Creek CA 2855 Mitchell Dr",bob.moranville@raymondjames.com,,Salesforce
9600130,,Thomas Turner,,,tdturner@the401ksource.net,,List import
11005282,Inactive Investor,Connor Barrett,,"Empower Financial Services, Inc Lowell MA Private Residence",connor.barrett@empower.com,,Salesforce
11112753,Inactive Investor,William Zimmer,,"Kestra Investment Services, LLC Morristown NJ 161 Madison Ave",,,Salesforce
11092596,Inactive Investor,Gerald Tyson,Financial Planner,"Equitable Advisors, LLC Madison WI 429 Gammon Pl",gerald.tyson@equitable.com,,Salesforce
11004712,Inactive Investor,William Petty,,The O.N. Equity Sales Company Harrisburg NC Private Residence,,,Salesforce
11199719,Inactive Investor,Marsha Gulledge,Financial Advisor,LPL Financial LLC Osage Beach MO 6011 Osage Beach Pkwy,marsha.gulledge@lpl.com,,Salesforce
11139874,Inactive Investor,Tanesha Spratling,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,tanesha.spratling@primerica.com,,Salesforce
10880819,Inactive Investor,Thomas Ryan,,"Raymond James Financial Services, Inc. Cumming GA 102 Mary Alice Park Rd",thomas.ryan@raymondjames.com,,Salesforce
5262137,,vandern deta,,,weyixax937@rubeshi.com,,Web Form Fillout
11071543,Inactive Investor,Davide De Micco,Co-Founder;Managing Member,Appian Road LLC San Francisco CA 1844 Market St,davide@appianroad.com,,Salesforce
9548800,,Mihcael huidj,,,g@hotmail.com,,List import
11043696,Inactive Investor,Michael Hatten,Financial Advisor,J.P. Morgan Securities LLC Detroit MI 611 Woodward Ave,,,Salesforce
11060336,Inactive Investor,Elizabeth David,,Edward Jones Frederick MD 201 Thomas Johnson Dr,liz.david@edwardjones.com,,Salesforce
11065921,Inactive Investor,Laurel Numbers,Associate Vice President;Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager,Morgan Stanley Vancouver WA 1701 SE Columbia River Dr,laurel.numbers@morganstanley.com,,Salesforce
10953976,Inactive Investor,Christopher Bulgarino,,Evercore Group L.L.C.,,,Salesforce
10974582,Inactive Investor,Jan Landi,Investment Advisor,PNC Investments Montvale NJ 36 S Kinderkamack Rd,jan.landi@pnc.com,,Salesforce
9640808,,Miguel Torres,,,mtorres111@yahoo.com,,List import
10850826,Inactive Investor,Alan Moore,First Vice President - Investments,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",alan.moore@raymondjames.com,,Salesforce
11055772,Inactive Investor,Brandy Huss,,MWA Financial Services Inc. Mansfield OH 993 Lexington Ave,brandy.l.huss@mwarep.org,,Salesforce
10993811,Inactive Investor,Tito Garcia,,PFS Investments Inc. Auburn MA 11 Midstate Dr,tgarcia@primerica.com,,Salesforce
11183449,Inactive Investor,Michael D'Angelo,,State Farm VP Management Corp. Loves Park IL 4001 N Perryville Rd,michaeldangelo@statefarm.com,,Salesforce
373426,,Kenneth Klein,,[Unknown],kennethkacquesklein@gmail.com,,source
11153258,Inactive Investor,Christopher Catanzaro,Associate,Edward Jones Austin TX 4404 W William Cannon Dr,,,Salesforce
11196747,Inactive Investor,Frederick Parce,,J.P. Morgan Securities LLC Houston TX 500 Dallas St,frederick.parce@jpmorgan.com,,Salesforce
10881826,Inactive Investor,Emily Agosto,Chief Compliance Officer;Financial Advisor;Manager;Owner,"Propel Financial Advisors, LLC Chicago IL Private Residence",,,Salesforce
11119185,Inactive Investor,Linda Patent,,"Centaurus Financial, Inc. Prescott AZ 141 S McCormick St",lpatent@cfiemail.com,,Salesforce
11205560,Inactive Investor,Ilya Klets,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,ilya.klets@jpmorgan.com,,Salesforce
9636521,,Marifran Creed,,,mcreed@provtrust.com,,List import
11193519,Inactive Investor,Callen Wallace,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11021564,Inactive Investor,Mercedes Boyd,,Citigroup Global Markets Inc. Dallas TX 300 Crescent Ct,,,Salesforce
206937,,Ray Burns,,[Unknown],rayburns404@gmail.com,,Webinar
10865437,Inactive Investor,Dorothea Cole,,"J.W. Cole Financial, Inc. New Port Richey FL 9400 River Crossing Blvd",,,Salesforce
10880041,Inactive Investor,Jim Gravgaard,,"Osaic Institutions, Inc. Williamsburg VA 1430 High St",jgravgaard@infinexgroup.com,,Salesforce
10853364,Inactive Investor,Steven Landwersiek,Financial Advisor,LPL Financial LLC Stuart FL 740 SE Indian St,steven.landwersiek@lpl.com,,Salesforce
10794511,Inactive Investor,Corina Franke,Branch Manager,Morgan Stanley Bend OR 705 SW Bonnett Way,corina.franke@morganstanley.com,,Salesforce
10783044,Inactive Investor,Rita Vevers,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
10889460,Inactive Investor,Matthew Kocolowski,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
11028442,Inactive Investor,Kumarpal Shah,,NYLIFE Securities LLC New York NY 285 Fulton St,kshah@ft.newyorklife.com,,Salesforce
1003924,Inactive Investor,Joseph Gudivada,,Joseph Gudivada,joseph.gudivada@gmail.com,6783865185,Organic Search
10885204,Inactive Investor,Eric Holland,Financial Advisor,Edward Jones Baytown TX 8018 N Hwy 146,eric.holland@edwardjones.com,,Salesforce
9578481,,Brian Allen,,,brian.s.allen@fidelity.com,,List import
10945156,Inactive Investor,Bryce Irsfeld,Financial Advisor,Edward Jones Fargo ND 1331 32nd Ave S,bryce.irsfeld@edwardjones.com,,Salesforce
10987002,Inactive Investor,Michael Moskowitz,,Edward Jones New York NY Private Residence,,,Salesforce
11139190,Inactive Investor,Edward Morrissey,,"Hornor, Townsend & Kent, LLC Pittsburgh PA 381 Mansfield Ave",emorrissey@htk.com,,Salesforce
10662289,,Lucas Sebbens,,,lucas.sebbens@fmr.com,,List Import
11066992,Inactive Investor,John Decotiis,Financial Advisor,"Wells Fargo Clearing Services, LLC Short Hills NJ 51 John F Kennedy Pkwy",john.decotiis@wellsfargoadvisors.com,,Salesforce
10963454,Inactive Investor,Daniel Bodnar,Financial Advisor,Edward Jones Oakhurst NJ 257 Monmouth Rd,daniel.bodnar@edwardjones.com,,Salesforce
10847443,Inactive Investor,Timothy Wolters,Chief Compliance Officer;Managing Member,"Stonepoint Capital, LLC",tj.wolters@stonepointcap.com,,Salesforce
11058730,Inactive Investor,Mark Thompson,,"Frost Brokerage Services, Inc. San Antonio TX 1162 N Loop 1604 W",mark.thompson@frostbank.com,,Salesforce
10899167,Inactive Investor,John Gore,Wealth Management Advisor,"Cornerstone Wealth Management, LLC Rogers AR 3718 S Pinnacle Hills Pkwy",,,Salesforce
11184439,Inactive Investor,John Smith,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;Managing Member,Ten Talents Asset Management,,,Salesforce
10912949,Inactive Investor,Cameron Simonds,Senior Investment Advisor,"Nicholas Hoffman & Company, LLC",,,Salesforce
337272,,Alex Smier,,[Unknown],pldwoomqjhwazdyxyf@nthrw.com,,source
9607629,,Joe Gogolak,,,joseph.gogolak@gmail.com,,List import
10894016,Inactive Investor,Nile Franklin,,J.P. Morgan Securities LLC East Brunswick NJ 629 State Rte 18,nile.o.franklin@jpmorgan.com,,Salesforce
368000,,Rebecca Kurien,Other,,rebecca.kurien@ey.com,12179745599,Webinar
9602033,,Jean-Philippe Suymens,,,jpsuymens@gmail.com,,List import
10759452,Inactive Investor,John Terry,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",john.terry@rbc.com,,Salesforce
9585615,,Todd Youngdahl,,,tyoungdahl@washingtonwealthadv.com,,List import
11095024,Inactive Investor,Eric Reische,Investment Advisor Representative;President,Vineyard Capital Management LLC,,,Salesforce
11037205,Inactive Investor,Benjamin Buehler,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
234808,, -,,[[Unknown]],gurdeepsingh9501466367@gmail.com,,
10921802,Inactive Investor,Mary Bilodeau,,"MML Investors Services, LLC",myoung@massmutual.com,,Salesforce
11053192,Inactive Investor,Bryan Miranda,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,bryan@gerberkawasaki.com,,Salesforce
334558,,Luke Taylor,Research Analyst,Longview Partners (guernsey) Limited,luke.taylor@longview-partners.com,441-481-712414,Manual List Upload
10846578,Inactive Investor,Benjamin Balikov,,"Northwestern Mutual Investment Services, LLC Mount Laurel NJ 501 Fellowship Rd",benjamin.balikov@nm.com,,Salesforce
9602830,,Michael Karp,,,mdk@karplawfirm.com,,List import
11051595,Inactive Investor,Andrea Deutsch,Owner;Senior Investment Advisor,Mosaic Pacific Investment Advisors,,,Salesforce
5100022,,Cass Moore,,na,cassmoore@yahoo.com,9105420068,Web Form Fillout
11028068,Inactive Investor,David Rocco,,"Raymond James & Associates, Inc. Troy MI 1152 E Long Lake Rd",david.rocco@raymondjames.com,,Salesforce
10604389,,Joseph Murphy,Financial Advisor,Gateway Financial,jmurphy@mygfpartner.com,8604308142,List Import
10913958,Inactive Investor,Aron Mestel,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",aron.mestel@ampf.com,,Salesforce
10775964,Inactive Investor,Nancy Klay,Portfolio Associate,Morgan Stanley Springfield IL 3201 W White Oaks Dr,nancy.klay@morganstanley.com,,Salesforce
9583009,,Marquis Mahoney,,,marquis.d.mahoney@gmail.com,,List import
10828575,Inactive Investor,Michael Wright,,"Carter, Terry & Company, Inc.",mwright@carterterry.com,,Salesforce
11060174,Inactive Investor,Thomas Hanley,Financial Advisor,PNC Investments Boston MA 729 Boylston St,thomas.hanley@pnc.com,,Salesforce
11064206,Inactive Investor,Kiley Grunstad,Financial Advisor,Edward Jones La Mesa CA 3855 Avocado Blvd,kiley.grunstad@edwardjones.com,,Salesforce
11203912,Inactive Investor,Sagrario Mendoza,,J.P. Morgan Securities LLC Port Chester NY 122 N Main St,sagrario.e.mendoza@jpmorgan.com,,Salesforce
231858,, -,,[[Unknown]],jelee68@gmail.com,,
10826599,Inactive Investor,Christopher Masso,Managing Partner;Partner,Masso Torrence Wealth Management Inc.,chris@massotorrence.com,,Salesforce
10614407,,Christopher Tortora,Financial Advisor,,christopher.tortora@strategiesforwealth.com,,List Import
9645635,,Thiago Capella,,,thicapella@gmail.com,,List import
10836208,Inactive Investor,Thomas Lamacchia,Registered Associate,Morgan Stanley Paramus NJ 61 S Paramus Rd,thomas.lamacchia@morganstanley.com,,Salesforce
11188976,Inactive Investor,Thomas Warenkiewicz,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Marlboro NJ Private Residence",thomas.warenkiewicz@equitable.com,732-326-5349,Salesforce
10860411,Inactive Investor,Michelle Reid,,Cetera Advisors LLC Woburn MA 100 Sylvan Rd,michelle.reid@ceteraadvisors.com,,Salesforce
10874116,Inactive Investor,Mack Bryson,,"Raymond James Financial Services, Inc. Leesburg GA 192 Oakland Pkwy",mack.bryson@raymondjames.com,,Salesforce
9587973,,Kevin Compton,,,kevincompton817@yahoo.com,,List import
116525,,Ward Harris,Chief Compliance Officer,"Price Capital Management, Inc.",lee@pcm-mail.com,,
10918745,Inactive Investor,Mark Gomes,Financial Advisor,"Ameriprise Financial Services, LLC Hanover MA 273 Winter St",mark.gomes@ampf.com,,Salesforce
9613135,,Robert Hensley,,,rhensley@ftadvisors.com,,List import
9571476,,Benjamin Mitchell,,,benjamin.mitchell@securitiesamerica.com,,List import
10769849,Inactive Investor,Brian Bonsall,,PNC Investments Dexter MI 8123 Main St,brian.bonsall@pnc.com,,Salesforce
11237050,Inactive Investor,Gregory Conway,Partner;Senior Wealth Management Advisor,"Pacific Portfolio Consulting, LLC",gconway@pacific-portfolio.com,,Salesforce
11033310,Inactive Investor,Martin Leonard,Financial Advisor,LPL Financial LLC Mechanicsburg PA 1205 Manor Dr,m.leonard@lpl.com,,Salesforce
10834910,Inactive Investor,Morris Betesh,Financial Advisor;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,morris.betesh@ubs.com,,Salesforce
10970379,Inactive Investor,Laura Reed,,LPL Financial LLC Tustin CA 15222 Del Amo Ave,,,Salesforce
9637525,,Darryl Carver,,,dcarver@liuna.org,,List import
11213109,Inactive Investor,Darren Farr,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,darren.farr@fidelity.com,,Salesforce
10813723,Inactive Investor,Mark Foster,Chief Investment Officer;Managing Partner;Member;Portfolio Manager,"Kirr, Marbach & Company, LLC",markf@kirrmar.com,,Salesforce
11054514,Inactive Investor,John Gregory,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,,,Salesforce
11040906,Inactive Investor,Jackson Graham,,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,,,Salesforce
11000478,Inactive Investor,Mary Ledwith,Chief Financial Officer;Chief Operating Officer,Hammond Iles Wealth Advisors,,,Salesforce
11156562,Inactive Investor,Michael Ross,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",,,Salesforce
10849394,Inactive Investor,Kathryn Hayden,Associate Vice President;Financial Advisor,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",kathryn.hayden@raymondjames.com,,Salesforce
2746043,,isaac imitini,,,imitini@comiblock.com,,
10886144,Inactive Investor,Max Gausch,,Fidelity Brokerage Services LLC,max.gausch@fidelity.com,,Salesforce
11220024,,Oluwatoyin Kollie,,,o_o_kollie@vanguard.com,,Other
10523651,,Troy Gryting,,,trdpro2015@proton.me,,Web Form Fillout
11058603,Inactive Investor,Lyubov Rozman,Private Client Advisor,J.P. Morgan Securities LLC Hollywood FL 1790 Sheridan St,lyubov.rozman@jpmorgan.com,,Salesforce
10947272,Inactive Investor,Krystal Schultz,,"Raymond James Financial Services, Inc. Snohomish WA 417 Maple Ave",krystal.schultz@raymondjames.com,,Salesforce
11235968,Inactive Investor,Rajiv Dayal,,Integrated Wealth Concepts LLC,,,Salesforce
10772712,Inactive Investor,James Chandler,,"Bessemer Investor Services, Inc. Houston TX 109 N Post Oak Ln",chandler@bessemer.com,,Salesforce
11183359,Inactive Investor,Joseph Mazzarella,,A.G.P / Alliance Global Partners New York NY 40 Wall St,jmazzarella@allianceg.com,,Salesforce
9600840,,Ryan Folster,,,ryan.folster@thinkingbeyond.com,,List import
10970259,Inactive Investor,Connie Costanzo,Financial Planner;Investment Advisor;Portfolio Manager,"WestPoint Wealth Management, LLC",ccostanzo@westpointwealth.com,,Salesforce
10914198,Inactive Investor,Michael Jankowski,Vice President,LPL Financial LLC Powder Springs GA Private Residence,michael.jankowski@lpl.com,,Salesforce
10939544,Inactive Investor,Mesmin Pelerin,Financial Advisor,LPL Financial LLC Marlton NJ Private Residence,mesmin.pelerin@lpl.com,,Salesforce
10879224,Inactive Investor,David Raudman,,"IFP Securities, LLC Denver NC Private Residence",david.raudman@ifpartners.com,,Salesforce
11091767,Inactive Investor,Sandra Lackman,,LifeMark Securities Corp. Hermann MO 2321 Drake School Rd,slackman@lifemark.com,,Salesforce
11166321,Inactive Investor,Max Kimmel,Private Banker;Vice President,Citigroup Global Markets Inc.,max.kimmel@citi.com,,Salesforce
118615,,Aaron Stanley,Private Wealth Advisor,Lincoln Financial Advisors Corporation,aaron.stanley@lfg.com,800-237-3813,
9546687,,Nate Bolam,,,nbolam@capturealpha.com,,List import
9597094,,Regina Campbell,,,regina.campbell@me.com,,List import
11091450,Inactive Investor,James Cronin,,"Kestra Investment Services, LLC Waukesha WI 20975 Swenson Dr",,,Salesforce
10944743,Inactive Investor,Howard Wacks,,"Allstate Financial Services, LLC Boca Raton FL 941 Clint Moore Rd",howardwacks@allstate.com,,Salesforce
11184263,Inactive Investor,Jenny Sukup,Client Service Associate,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,jenny.sukup@ubs.com,,Salesforce
11042222,Inactive Investor,Jeffrey Clemmons,Financial Advisor;First Vice President - Investments,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",jeffrey.clemmons@raymondjames.com,,Salesforce
10615407,,Christopher Guarino,"Executive Director, Financial Advisor, Senior Portfolio Management Director",,christopher.d.guarino@morganstanley.com,,List Import
11236689,Inactive Investor,Yuliya Brown,Associate Vice President;Wealth Advisor,Farther San Diego CA Private Residence,yuliya.brown@fartherfinance.com,,Salesforce
10917866,Inactive Investor,Joseph Yocavitch,,"Brokers International Financial Services, LLC. Cherry Hill NJ 1864 Marlton Pike E",jyocavitch@brokersifs.com,,Salesforce
9643772,,Brad Sowers,,,bradsowers@gmail.com,,List import
11117539,Inactive Investor,Brit Kessner,,Edward Jones Great Falls MT 501 1st Ave S,,,Salesforce
9551799,,John Vanveen,,,vanveen.john@ntrs.com,,List import
10890820,Inactive Investor,Oleg Zubarev,Senior Client Service Associate,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,oleg.zubarev@jpmorgan.com,,Salesforce
11192878,Inactive Investor,Johnny Phan,,Evercore Group L.L.C. Chicago IL 1 N Wacker Dr,,,Salesforce
11060931,Inactive Investor,Joe Goyne,,LPL Financial LLC Dallas TX 4515 W Mockingbird Ln,joe.goyne@lpl.com,,Salesforce
210828,,James Ortenzio,Investment Advisor Representative,"Equity Services, Inc.",ortenzio_jim@nlvmail.com,848-200-7163,
11022568,Inactive Investor,Ana Hernandez,,"Truist Investment Services, Inc. Fort Lauderdale FL 1200 Weston Rd",,,Salesforce
10982823,Inactive Investor,Sarah Horne,Associate Financial Advisor,"Saltmarsh Financial Advisors, L.L.C.",sarah.horne@saltmarshcpa.com,,Salesforce
10900396,Inactive Investor,Marcus Gorgees,,Cetera Investment Services LLC San Jose CA 1737 N 1st St,marcus.gorgees@ceterainvestors.com,,Salesforce
10843957,Inactive Investor,Sean Dobranich,Wealth Planner,LPL Financial LLC Las Vegas NV 8180 Rafael Rivera Way,sean.dobranich@lpl.com,,Salesforce
9555089,,Christopher Staples,,,christopher.staples@transamerica.com,,
11115590,Inactive Investor,Brett Hendren,,Country Capital Management Company Pontiac IL 901 W Howard St,brett.hendren@countryfinancial.com,,Salesforce
11091799,Inactive Investor,Mary Lenway-Just,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",mary.lenway-just@prudential.com,,Salesforce
10924953,Inactive Investor,Misty Petrosino,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,misty_petrosino@glic.com,,Salesforce
9629495,,Alex Strang,,,alex@alexstrang.co.uk,,List import
9632528,,Catherine Smith,,,chsmith484@yahoo.com,,List import
9554566,,Yulianta Ramelan,,,yulianta@gmail.com,,List import
11109334,Inactive Investor,Daniel Trgovich,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",daniel.trgovich@nm.com,,Salesforce
9564815,,Sumith Peiris,,,sumithpeiris@gmail.com,,List import
10805080,Inactive Investor,Eliot Weissberg,,"Raymond James Financial Services, Inc. Avon CT 70 E Main St",eliot.weissberg@raymondjames.com,,Salesforce
9607839,,Anthony Matteo,,,matteo48@verizon.net,,List import
10825194,Inactive Investor,Richard Feuer,,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,richard.feuer@ubs.com,,Salesforce
10886685,Inactive Investor,Eric Montgomery,,Cetera Advisor Networks LLC Grove City PA 115 Erie St,,,Salesforce
10770960,Inactive Investor,Patrick Peterson,Associate Vice President - Investments;Financial Advisor,"Wells Fargo Clearing Services, LLC East Lansing MI 4660 S Hagadorn Rd",patrick.peterson@wellsfargoadvisors.com,,Salesforce
11098385,Inactive Investor,Scott Marshall,,"Cambridge Investment Research, Inc. Doylestown PA 100 Hyde Park",,,Salesforce
11192291,Inactive Investor,Leslie Wolfson,Chief Compliance Officer;Managing Member;Owner;Senior Advisor,Wolfson Wealth Management,,,Salesforce
11018294,Inactive Investor,Arturo Rocha,,"Raymond James Financial Services, Inc. Fort Worth TX 1320 S University Dr",arturo.rocha@raymondjames.com,,Salesforce
9581225,,Francis Murphy,,,fmurphy@hightoweradvisors.com,,List import
10998382,Inactive Investor,Ubaldo Estrada,,J.P. Morgan Securities LLC Prosper TX 4790 W University Dr,ubaldo.estrada@jpmorgan.com,,Salesforce
11212043,Inactive Investor,Paul Purwin,Financial Advisor,Commonwealth Financial Network New York NY 420 Lexington Ave,ppurwin@commonwealth.com,,Salesforce
9585409,,Thomas Caldroney,,,t.caldroney@fi.com,,List import
10966513,Inactive Investor,Anna Coby,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,acoby@primerica.com,,Salesforce
342841,,anna peng,,[Unknown],pengjiamiao@ceyuan.com,,Organic Search
11153135,Inactive Investor,Kristian Buckler,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 520 W New Circle Rd",kristian_buckler@ml.com,,Salesforce
11158767,Inactive Investor,Jitu Somaya,,Oppenheimer & Co. Inc. San Francisco CA 580 California St,jitu.somaya@opco.com,,Salesforce
10823307,Inactive Investor,Sarah Kennedy,Financial Advisor;Private Client Associate,Janney Montgomery Scott LLC Warwick RI 475 Kilvert St,srkennedy@janney.com,,Salesforce
10781868,Inactive Investor,Gabriel Serrano,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,gabriel.serrano@jpmorgan.com,,Salesforce
11086100,Inactive Investor,Isabella Kang,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11128415,Inactive Investor,Jonathan Rudolfs,,"Parkland Securities, LLC Walnut Creek CA 1990 N California Blvd",,,Salesforce
9572881,,Kenneth Maiman,,,k.maiman@amlp.com,,List import
10509573,,Kazuyuki Takahashi,,,kazucanada71@gmail.com,,Web Form Fillout
10612547,,Thomas Palkovich,Financial Advisor,,thomas.a.palkovich@ampf.com,,List Import
11192623,Inactive Investor,Michael Joslin,Chief Compliance Officer;Chief Executive Officer;Investment Advisor Representative;Member;Principal,Joslin Capital Advisors LLC,mikej@joslincapital.com,,Salesforce
11078024,Inactive Investor,Kristin Spackeen,Financial Advisor,Edward Jones Phoenix AZ 3930 E Ray Rd,kristin.spackeen@edwardjones.com,,Salesforce
10489294,,Benjamin Holden,Investment Advisor,Commonwealth Financial Network Plano TX 7200 Dallas Pkwy,ben@gbfinancialservices.com,,List Import
9616849,,L tas,,,l+span@prycto.com,,List import
10604049,,Scott Neal,,,scott@dsneal.com,,Web form fillout
11192545,Inactive Investor,Kendall Boaz,Financial Advisor,Edward Jones Amarillo TX 6107 S Coulter St,,,Salesforce
11112257,Inactive Investor,Ali Keles,,J.P. Morgan Securities LLC Derwood MD 7250 Muncaster Mill Rd,ali.keles@jpmorgan.com,,Salesforce
10906232,Inactive Investor,Todd Vincelli,,"Allstate Financial Services, LLC Saint Paul MN 1585 Thomas Center Dr",tvincelli@allstate.com,,Salesforce
11147435,Inactive Investor,Cole Long,,Money Concepts Capital Corp Washington MO 529 E 5th St,clong@moneyconcepts.com,,Salesforce
371937,,ashley gunning,,Cayman Islands,ashleygunning@icloud.com,,Salesforce
11189906,Inactive Investor,Charles Polis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",chuck_polis@ml.com,,Salesforce
10964660,Inactive Investor,Miranda Finch,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9624240,,Robert Silverman,,,sydneyrmail@gmail.com,,List import
11064930,Inactive Investor,Charles Savidge,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Wilmington NC 3333 Wrightsville Ave",charles.t.savidge@ampf.com,,Salesforce
10611448,,Michael Allegra,Financial Advisor,,mallegra@janney.com,,List Import
9546620,,Rebecca Strong,,,rstrong140@gmail.com,,List import
113195,,James Stone,Financial Planner,Lincoln Financial Advisors Corporation,jim.stone@lfg.com,773-693-6100,
10963977,Inactive Investor,Vincent Cacciatore,,"American Portfolios Financial Services, Inc. Smithtown NY 22 Lawrence Ave",vcacciatore@americanportfolios.com,,Salesforce
9600385,,Hugo Streun,,,hugo.streun@terra-domus.ch,,List import
11111178,Inactive Investor,Peter Raimondi,Chief Executive Officer;Founder,"Dakota Wealth, LLC",praimondi@dakotawm.com,,Salesforce
11010420,Inactive Investor,Holly Whitney,,"Hantz Financial Services, Inc.",holly.merline@hantzgroup.com,,Salesforce
11178327,Inactive Investor,Joann Caetano,,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,joann.caetano@primerica.com,,Salesforce
10850292,Inactive Investor,Thomas Arden,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",thomas.arden@nm.com,,Salesforce
10662001,,Ulf Skreppen,,,uskreppen@northsquareinvest.com,,List Import
10860001,Inactive Investor,Renee Benoit,Investment Advisor;Senior Manager,"Osaic Wealth, Inc. Saint Petersburg FL 877 Executive Center Dr W",renee.benoit@osaic.com,,Salesforce
10950795,Inactive Investor,Joseph Griffin,Private Wealth Advisor,"Synovus Securities, Inc. Birmingham AL 800 Shades Creek Pkwy",josephgriffin@synovus.com,,Salesforce
10828837,Inactive Investor,David Hood,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",david.hood@nm.com,,Salesforce
10850570,Inactive Investor,Travis Korver,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10679693,,Yusef Hardy,,,Yusefhardy@gmail.com,,Web form fillout
10863033,Inactive Investor,Ronald Wenrich,,GWN Securities Inc. Wayne PA 940 W Valley Rd,rwenrich@gwnsecurities.com,,Salesforce
9569594,,Robin Nazarzadeh,,,robinn@gweiss.com,,List import
10862311,Inactive Investor,Christopher Shoemaker,,"Raymond James Financial Services, Inc. Cape May NJ 701 Washington St",christopher.shoemaker@raymondjames.com,,Salesforce
10818846,Inactive Investor,Gregory McGuire,,J.P. Morgan Securities LLC Oak Brook IL 2122 W 22nd St,gregory.x.mcguire@chase.com,,Salesforce
10488951,,Jason Felsman,Financial Advisor,Edward Jones Frisco TX 6735 Salt Cedar Way,jason.felsman@edwardjones.com,469-777-4856,List Import
10828582,Inactive Investor,Joseph Hagele,,"Cutter & Company, Inc.",,,Salesforce
10828746,Inactive Investor,Barbara Grimes,Authorized Officer;Wealth Management Associate,UBS Financial Services Inc. Nashville TN 3102 West End Ave,barbara.grimes@ubs.com,,Salesforce
6533843,,Mark Rubin,,,markrubin802@gmail.com,,Web Form Fillout
10933031,Inactive Investor,Mark Tyson,Financial Advisor,Edward Jones Edmond OK 225 Lilac Dr,mark.tyson@edwardjones.com,,Salesforce
9593347,,Angela Delfraisse,,,delfraissern@gmail.com,,List import
10933759,Inactive Investor,Kwamina Ngissah,Wealth Strategy Associate,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,,,Salesforce
10771574,Inactive Investor,Michael Mahoney,Chief Compliance Officer;Managing Principal;President,"Cypress Asset Management, Inc.",mike@cypram.com,,Salesforce
10944215,Inactive Investor,Kevin Phillips,Financial Advisor,"Raymond James & Associates, Inc. New Orleans LA 909 Poydras St",kevin.phillips@raymondjames.com,,Salesforce
225278,,Marko Johnson,,[Unknown],markoejohnson@gmail.com,,Direct
10762565,Inactive Investor,Zachary Kneeland,Financial Advisor;Financial Planning Specialist;Portfolio Manager;Senior Portfolio Manager;Vice President,Morgan Stanley Buffalo NY 50 Fountain Plz,zachary.kneeland@morganstanley.com,,Salesforce
10773676,Inactive Investor,Philip Verde,,"Truist Investment Services, Inc. Fort Lauderdale FL 515 E Las Olas Blvd",philip.verde@truist.com,,Salesforce
10805312,Inactive Investor,Jonathan Murray,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Cockeysville MD 307 International Cir,jonathan.murray@ubs.com,,Salesforce
10596917,,Greg Carroll,,,greg@wwmfinancial.com,,Web Form Fillout
11103168,Inactive Investor,Engida Sewnet,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",,,Salesforce
86374,,John Hussman,President,Hussman Strategic Advisors Inc,hussman@hussmanfunds.com,410-715-1130,Manual List Upload
10858170,Inactive Investor,Jeffrey Martin,Chief Investment Officer;President;Treasurer,Capital Investment Management Edmonds WA 51 W Dayton St,,,Salesforce
11108498,Inactive Investor,Richard Kang,Financial Advisor,"Wells Fargo Clearing Services, LLC Mercer Island WA 3001 78th Ave SE",richard.kang@wellsfargoadvisors.com,,Salesforce
11054017,Inactive Investor,Andrea Garland,Chief Compliance Officer;Chief Financial Officer;Investment Advisor Representative;Vice President,Garland Capital Management Inc,andreagarland@garlandcapital.com,,Salesforce
9626291,,yaroslav beloholovsky,,,wrkonline24@gmail.com,,List import
11035579,Inactive Investor,Beau Gunderson,Financial Advisor,"MML Investors Services, LLC Lake Oswego OR 5885 Meadows Rd",bgunderson@financialguide.com,,Salesforce
11112084,Inactive Investor,John Elson,Wealth Management Associate,Morgan Stanley Charleston SC 850 Morrison Dr,john.elson@ms.com,,Salesforce
10752463,Inactive Investor,Ali Fayad,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",ali_fayad@ml.com,,Salesforce
334513,,Josh Kocher,Portfolio Manager,Innealta Capital,jkocher@innealtacapital.com,737-808-4640,Manual List Upload
11103192,Inactive Investor,David Thompson,,PFS Investments Inc. Richmond KY 210 Saint George St,david.thompson@primerica.com,,Salesforce
10833928,Inactive Investor,Steven Dye,Financial Advisor,"Independent Advisor Alliance, LLC Sussex WI W248N5233 Executive Dr",,,Salesforce
11150419,Inactive Investor,Daniel Jackson,Family Wealth Director;First Vice President;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,deke.jackson@morganstanleypwm.com,,Salesforce
10976672,Inactive Investor,Susan Krummenacker,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,skrummenacker@primerica.com,,Salesforce
9599541,,Phillip Gayle,,,phillip.gayle@androscapital.com,,List import
10949572,Inactive Investor,Ariel Alexis,,Fidelity Brokerage Services LLC Farmington MI 30200 Northwestern Hwy,,,Salesforce
11004194,Inactive Investor,Jodi Wohldmann,Senior Team Leader,Edward Jones,,,Salesforce
10969804,Inactive Investor,Evelyn Jarquin,,"U.S. Bancorp Investments, Inc. Lancaster CA 1000 E Ave J",evelyn.jarquin@usbank.com,,Salesforce
10973211,Inactive Investor,Dane Hepner,,Fidelity Brokerage Services LLC,,,Salesforce
238047,, -,,[[Unknown]],landmarkk22@yahoo.com,,Organic Search
10775933,Inactive Investor,Carmel McPartland,Portfolio Associate,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,carmel.mcpartland@morganstanley.com,,Salesforce
196907,Inactive Investor,Brian McCormick,,Commonwealth Financial Network,bmccormick@commonwealth.com,,
11027812,Inactive Investor,Benjamin Robinot,Chief Investment Officer;Member,360 Advisory,,,Salesforce
11147021,Inactive Investor,Jason Stewart,,"Cambridge Investment Research, Inc. Edmond OK 1360 Fretz Dr",,,Salesforce
10987725,Inactive Investor,Taylor Tesch,,"American Fidelity Securities, Inc.",taylor.tesch@americanfidelity.com,,Salesforce
232072,, -,,[[Unknown]],nelsoncukier@uol.com.br,,Organic Search
10769539,Inactive Investor,Steven Wachs,Chief Compliance Officer;Chief Investment Officer;Partner;President,Legacy Consulting Group,swachs@legacyconsultinggroup.com,,Salesforce
11057699,Inactive Investor,Kacie Ryan,,Vanguard Marketing Corporation,kacie_ryan@vanguard.com,,Salesforce
10917631,Inactive Investor,Ryan Thauvette,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Ithaca NY 131 E Green St",ryan.thauvette@tiaa.org,,Salesforce
10924344,Inactive Investor,Paul Krause,,"Osaic Wealth, Inc. Abington PA 1444 Saint Charles Pl",,,Salesforce
10609147,,李 dd,,,karenraya100@gmail.com,,Web Form Fillout
10963429,Inactive Investor,John-Mark Pothast,,Cetera Advisor Networks LLC Phoenix AZ 3131 E Camelback Rd,,,Salesforce
10869200,Inactive Investor,Stuart Coats,Founder;President,Coats Financial Planning,stuart@coatsfinancialplanning.com,,Salesforce
9602608,,Alex Falas,,,alexfalas@yahoo.com,,List import
9580141,,Darshan Bhatt,"Co-Founder, Deputy Chief Investment Officer, Elected Manager, Regulatory Contact",Glovista Investments LLC,darshan.bhatt@glovista.net,212-336-1540,List import
9575510,,Gayle Canini,,,gayle.canini@securitiesamerica.com,,List import
10868333,Inactive Investor,Willie Tate,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",willie.d.tate@ml.com,,Salesforce
10762188,Inactive Investor,Louis Williams,,&Partners,lwilliams@wileybros.com,,Salesforce
11146032,Inactive Investor,Mark Tremaine,Personal Banker,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",mark.tremaine@wellsfargoadvisors.com,,Salesforce
11059000,Inactive Investor,David Dufour,Financial Advisor,LPL Financial LLC Stratford CT 6580 Main St,david.dufour@lpl.com,,Salesforce
11058093,Inactive Investor,Ryan Hitchcock,Financial Planner,"Osaic Wealth, Inc. Milwaukee WI 1200 N Mayfair Rd",,,Salesforce
10945975,Inactive Investor,Daniel Hardman,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,daniel.hardman@jpmorgan.com,,Salesforce
11070198,Inactive Investor,Peter Husted,,MWA Financial Services Inc. North Canton OH Private Residence,peter.husted@modern-woodmen.org,,Salesforce
10985729,Inactive Investor,Tazim Adatia,,J.P. Morgan Securities LLC Carrollton TX 1000 W Hebron Pkwy,tazim.adatia@jpmorgan.com,,Salesforce
238563,,MDEJESUSMD@GMAIL.COM DEJESUS,,[Unknown],mdejesusmd@gmail.com,,source
11150169,Inactive Investor,Michael Tidik,Managing Director - Wealth Management;Senior Portfolio Manager;Senior Vice President - Wealth Management,UBS Financial Services Inc. Pasadena CA 251 S Lake Ave,michael.tidik@ubs.com,,Salesforce
10944350,Inactive Investor,Omar Azeez,Financial Professional,"MML Investors Services, LLC Houston TX 8 Greenway Plz",omarazeez@financialguide.com,,Salesforce
9580981,,Paul Couch,,,paul.couch@cnb.com,,List import
10870090,Inactive Investor,Jillian Brun,,Goldman Sachs & Co. Boston MA 125 High St,jillian.hines@gs.com,,Salesforce
11021679,Inactive Investor,Daniel Wright,Co-Chief Compliance Officer,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",wrightd@bernstein.com,,Salesforce
11219809,,Haley Elder,,,haley.elder@creativeplanning.com,,Other
10769728,Inactive Investor,Allison Fleitas,,Oppenheimer & Co. Inc. Newport RI 130 Bellevue Ave,allison.fleitas@opco.com,,Salesforce
11147105,Inactive Investor,Joseph Coniglio,Financial Advisor,LPL Financial LLC Paramus NJ 461 From Rd,joe.coniglio@lpl.com,,Salesforce
11064731,Inactive Investor,Joseph Peluso,,PFS Investments Inc. Union NJ 1767 Morris Ave,joseph.peluso@primerica.com,,Salesforce
9554841,,Signe Nelson-Combs,,,nelson-combs.signe@principal.com,,List import
9584501,,Roger Swartz,,,rswartz@financialguide.com,,List import
11035229,Inactive Investor,Henry Sullivan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",henry_sullivan@ml.com,,Salesforce
11137333,Inactive Investor,Ronald Pray,,"Osaic Wealth, Inc. Gilroy CA 7888 Wren Ave",,,Salesforce
11121520,Inactive Investor,Thomas Chapman,,"U.S. Bancorp Investments, Inc. Lexington KY 2020 Nicholasville Rd",,,Salesforce
11234297,Inactive Investor,Joshua Lacy,,State Farm VP Management Corp. Scottsbluff NE 502 Broadway,josh.lacy.vahk4i@statefarm.com,,Salesforce
371876,,Paul Shapses,,United States,pshapses@gmail.com,,Salesforce
10999941,Inactive Investor,Kellie Ledbetter,,"American Fidelity Securities, Inc.",kellie.ledbetter@af-group.com,,Salesforce
11093387,Inactive Investor,Andrew Skinner,Regional Manager,Arvest Wealth Management Fayetteville AR 2761 E Mission Blvd,askinner1@arvest.com,,Salesforce
10786667,Inactive Investor,Joseph Nichols,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",joseph.nichols@schwab.com,,Salesforce
1004194,Inactive Investor,Wilson Chandler,,Wilson Chandler,1301union@gmail.com,,3rd Party Lead Gen
11108366,Inactive Investor,Matthew Smith,,"CreativeOne Securities, LLC Bristow OK 206 S Main St",,,Salesforce
11180368,Inactive Investor,Henry Chapman,Branch Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Peoria IL 6810 N Knoxville Ave",tripp.chapman@wellsfargoadvisors.com,,Salesforce
10617872,,Thomas Tyndorf,,,thomas.tyndorf@ml.com,,List Import
336521,,Joel Anderson,Chief Financial Officer,"Merced Capital, L.p.",joel@mercedcapital.com,952-476-7200,Manual List Upload
10824592,Inactive Investor,Alec Pittsenbarger,Financial Advisor,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11184479,Inactive Investor,Julie Englert,Chief Compliance Officer,RKL Private Wealth,jaenglert@rklwealth.com,,Salesforce
10616823,,Michael Amrozowicz,,,mike.amrozowicz@edwardjones.com,,List Import
1002242,Inactive Investor,Alan Gold,Owner,Alan M. Gold Development Co. Inc. Family Office,alan.gold@amgdevco.com, +1 773 274 1253,
10969330,Inactive Investor,Derrienne Pettiford,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10802093,Inactive Investor,Khalid Abdoh,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,khalid.abdoh@fidelity.com,,Salesforce
9541454,,WAYNE OLSON,,,tangier2@comcast.net,,List import
10596405,,John Baldi,,,john.baldi@lpl.com,,Web Form Fillout
10905186,Inactive Investor,Christopher Millard,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,,,Salesforce
77724,,Donald Garves,Financial Associate,Thrivent Investment Management Inc.,donald.garves@thrivent.com,509-924-8755,
11014918,Inactive Investor,Peter Kolar,Wealth Management Consultant,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",peter.kolar@rbc.com,,Salesforce
11013202,Inactive Investor,Robert Tijerina,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10880167,Inactive Investor,Arnel Durakovic,,HSBC Securities (USA) Inc.,,,Salesforce
341947,,David Horvitz,"Managing Director, Chairman & Treasurer","Southocean Capital Partners, Llc",dhorvitz@southoceancapital.com,954-331-0109,Manual List Upload
11063497,Inactive Investor,Steven Smith,Financial Advisor,"Capital Research Advisors, LLC Buford GA 1400 Buford Hwy",,,Salesforce
876,,,,,m.brown@freemail.hu,,
10903210,Inactive Investor,Mary Ellen Horcher,,Fidelity Brokerage Services LLC Hingham MA 50 Derby St,,,Salesforce
11143805,Inactive Investor,Gregg Helman,Financial Advisor,Park Avenue Securities LLC Columbia SC 2725 Devine St,gregg_helman@glic.com,,Salesforce
10928660,Inactive Investor,John Francisco,Advisor,Fortis Group Advisors LLC Holmdel NJ 101 Crawfords Corner Rd,john.francisco@fortisgroupadvisors.com,,Salesforce
11229730,Inactive Investor,Colin Clark,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",,,Salesforce
11126556,Inactive Investor,Rodney Bowen,,State Farm VP Management Corp. Chesapeake VA 4448 Portsmouth Blvd,,,Salesforce
11171757,Inactive Investor,Loro Tombe,,J.P. Morgan Securities LLC San Diego CA 8222 Mira Mesa Blvd,loro.tombe@jpmorgan.com,,Salesforce
11091252,Inactive Investor,Julia Coleman,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,,,Salesforce
10846102,Inactive Investor,Tyler Berry,,B. Riley Wealth Management Franklin TN 6700 Tower Cir,tylerberry@brileywealth.com,,Salesforce
10845815,Inactive Investor,Maria Giraldo,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
9579193,,Frances Dalessio,,,fdalessio@thornburg.com,,List import
11018782,Inactive Investor,Thomas Schneider,,"Independence Capital Co., Inc.",tschneider@indcap.com,,Salesforce
10807987,Inactive Investor,Jeffrey Gillis,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Wayzata MN 445 Lake St E,jeffrey.gillis@morganstanley.com,,Salesforce
10823823,Inactive Investor,Jordan Kahn,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",jordan.kahn@ml.com,,Salesforce
10932792,Inactive Investor,Justin Litzenberger,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rock Hill SC 1710 Heckle Blvd",justin.litzenberger@ml.com,,Salesforce
11093649,Inactive Investor,John Moran,Associate Wealth Advisor;Director,"Bay Harbor Wealth Management, LLC",john@bayharborwealth.com,,Salesforce
10860508,Inactive Investor,Micah Parish,Financial Advisor,Edward Jones Campbellsville KY 105 Nancy Cox Dr,shayne.parish@edwardjones.com,,Salesforce
9563291,,Eduardo Conde,,,eduardocondelopez@gmail.com,,List import
11210255,Inactive Investor,Tatiana Sigalova,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salem MA 21 Paradise Rd",tatiana.sigalova@ml.com,,Salesforce
64545,,Martin Cabrera,Chief Executive Officer,Cabrera Capital Partners,mcabrera@cabreracapital.com,(312) 795-8909,Manual List Upload
10944296,Inactive Investor,Engels Polanco-Cabral,,PFS Investments Inc. Nutley NJ 527 Franklin Ave,engels.polancocabral@primerica.com,,Salesforce
9603379,,Billie Turner,,,turnerbilliejo678@gmail.com,,List import
10826344,Inactive Investor,Dale Powers,,LPL Financial LLC Boston MA 396 Commonwealth Ave,dale.powers@lpl.com,,Salesforce
10830420,Inactive Investor,Scott Johnson,,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,scott.johnson1@morganstanley.com,,Salesforce
9592244,,Tony Galasso,,,tgalasso@cordiantcap.com,,List import
10811176,Inactive Investor,Dennis Daggett,Regional Leader,PFS Investments Inc. Manchester NH 735 Chestnut St,dennis.daggett@primerica.com,,Salesforce
11026998,Inactive Investor,Maria Merced,,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",maria.t.fitzpatrick@ampf.com,,Salesforce
10836669,Inactive Investor,William Fielitz,Principal;Secretary,Chatham Capital Group Inc,bill.fielitz@chathamcapitalgroup.com,,Salesforce
11206715,Inactive Investor,Tanner Orndorff,Financial Advisor,"Raymond James & Associates, Inc. Beverly Hills CA 9595 Wilshire Blvd",tanner.orndorff@raymondjames.com,,Salesforce
11035618,Inactive Investor,Patricia Prentice,Registered Client Associate,"RBC Capital Markets, LLC Palm Desert CA 74199 El Paseo",tricia.prentice@rbc.com,,Salesforce
10614941,,Richard Priore,"Executive Director, Financial Advisor, Financial Planning Specialist",,r.priore.jr@morganstanley.com,,List Import
10821330,Inactive Investor,Daniel Smith,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Sheffield Lake OH 5505 Detroit Rd",daniel.smith@mutualofomaha.com,,Salesforce
11035399,Inactive Investor,Cameron Hunt,,"Equitable Advisors, LLC Portland OR 121 SW Morrison St",cameron.hunt@equitable.com,,Salesforce
215408,,Ev Cheng,,[[Unknown]],evelynwkcheng@gmail.com,,Direct
11132448,Inactive Investor,Pavel Kreychman,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,pavel.x.kreychman@jpmorgan.com,,Salesforce
10619299,,Matthew Schwartz,,,matt.schwartz@morganstanley.com,,List Import
10883114,Inactive Investor,Jeremy Shafer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jeremy.shafer@fidelity.com,,Salesforce
10994709,Inactive Investor,Stephen Watkins,Financial Advisor,"Osaic Wealth, Inc. Louisville KY 10200 Forest Green Blvd",,,Salesforce
11199415,Inactive Investor,Angus Burton,Chief Compliance Officer;President,Marathon Capital Management,angus@insidemarathon.com,,Salesforce
10812675,Inactive Investor,Claudia Rivers,,"Cambridge Investment Research, Inc. Littleton CO 6902 S Vine St",,,Salesforce
10648077,,Teresa Friess,,,teresafriess@nilsinepartners.com,,List Import
9638298,,Todd Gross,,,tgross@powellinvestmentadvisors.com,,List import
9553193,,Amy Chan,,,karentang9@yahoo.com,,List import
10996821,Inactive Investor,Ami Kumagai-Nosea,Relationship Associate,Citigroup Global Markets Inc. New York NY 660 5th Ave,,,Salesforce
9617406,,Jua You,,,juaju518@kakao.com,,List import
10990454,Inactive Investor,Eric Hollan,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,eric.hollan.efmx@statefarm.com,,Salesforce
10933677,Inactive Investor,Hayward Carter,Assistant Vice President,LPL Financial LLC,hayward.carter@lpl.com,,Salesforce
10972307,Inactive Investor,Kamran Nobahar,,Goldman Sachs & Co.,kamran.nobahar@gs.com,,Salesforce
10783547,Inactive Investor,Scott Collard,,Morgan Stanley Sacramento CA 400 Capitol Mall,,,Salesforce
10811197,Inactive Investor,Scott McGuire,,NYLIFE Securities LLC Bossier City LA 1701 Old Minden Rd,skmcguire@ft.newyorklife.com,,Salesforce
11128446,Inactive Investor,George Breeden,,"Osaic Wealth, Inc. Arnold MD 1298 Bay Dale Dr",,,Salesforce
10762130,Inactive Investor,Ryan Boehner,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",ryan.m.boehner@ml.com,,Salesforce
9621235,,Johannes Huth,,,huthj@kkr.com,,List import
10970098,Inactive Investor,Haili Gardner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10965998,Inactive Investor,Cheralee Covell,,PFS Investments Inc. Gillette WY 3805 S Douglas Hwy,cheraleejocovell@primerica.com,,Salesforce
4558335,,Moyisi Macdonald Joka,,,moyisijoka3@gmail.com,,Web Form Fillout
10768480,Inactive Investor,Christopher Free,,J.P. Morgan Securities LLC Novato CA 1701 Grant Ave,christopher.j.free@jpmorgan.com,,Salesforce
11095089,Inactive Investor,Regan Smith,Wealth Advisor,"Adero Partners, LLC Palo Alto CA 306 Cambridge Ave",regan@aderopartners.com,,Salesforce
10992995,Inactive Investor,Annie Baker,,Commonwealth Financial Network Syracuse NY 109 Draper Ave,abaker@commonwealth.com,,Salesforce
11017631,Inactive Investor,Eder Perez,,Thrivent Investment Management Inc.,eder.perez@thrivent.com,,Salesforce
11094053,Inactive Investor,Kaitlyn Mellini,,Morgan Stanley New York NY 55 E 52nd St,kaitlyn.mellini@morganstanley.com,,Salesforce
9633097,,Robert Riddell,,,bkriddelljr@gmail.com,,List import
10803828,Inactive Investor,Michelle McNicoll,Portfolio Associate,Morgan Stanley Baton Rouge LA 400 Convention St,michelle.mcnicoll@morganstanley.com,,Salesforce
10991159,Inactive Investor,Jeffrey Greene,Investment Advisor,Family Capital Management,jeff@familycapitalmgt.com,,Salesforce
11192946,Inactive Investor,Braxton Towery,Financial Advisor,"VALIC Financial Advisors, Inc. Greensboro NC 7029 Albert Pick Rd",,,Salesforce
10826766,Inactive Investor,Mark Feigelman,Financial Advisor;Financial Planning Specialist;Managing Director;Senior Portfolio Management Director,Morgan Stanley Worcester MA 100 Front St,mark.feigelman@morganstanley.com,,Salesforce
10780094,Inactive Investor,Greg Miller,Chairman;Chief Executive Officer;Founder;Portfolio Manager,"Wellesley Asset Management, Inc. Wellesley Hills MA 20 William St",gregmiller@wia.cc,,Salesforce
10856083,Inactive Investor,Aaron Roth,,"Northwestern Mutual Investment Services, LLC Oswego NY 218 W 8th St",aaron.roth@nm.com,,Salesforce
9557309,,Jean Schneider,,,jischneider@berthelrep.com,,List import
9555399,,Michael Schroer,,,mes@reninv.com,,List import
10825042,Inactive Investor,Michelle Sfanos,Wealth Management Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,michelle.sfanos@morganstanley.com,,Salesforce
11014690,Inactive Investor,Kristen Nicholson,Director;Relationship Advisor,Gryphon Financial Partners Maumee OH 1715 Indian Wood Cir,knicholson@gryphonfp.com,,Salesforce
10878555,Inactive Investor,Holly Crockett,Director;Senior Vice President;Senior Vice President - Investments,Davenport & Company LLC,hcrockett@investdavenport.com,,Salesforce
9619928,,james wang,,,wzh999@hotmail.com,,List import
10908096,Inactive Investor,Robert Holmes,Financial Advisor,Park Avenue Securities LLC Charlotte NC 6115 Park South Dr,,,Salesforce
11045388,Inactive Investor,Justin Stewart,,"TC2000 Brokerage, Inc.",justin.stewart@tc2000brokerage.com,,Salesforce
10659966,,Santrissa Pitts,,,santrissa.pitts@ceterafs.com,,List Import
9569829,,Fred Tantillo,,,ftantillo@royalaa.com,,List import
152031,,Fouy Chau,,[Unknown],fouychau@gmail.com,,
11029370,Inactive Investor,Shaelyn Sturdevant,,J.P. Morgan Securities LLC Billings MT 2414 Central Ave,shaelyn.sturdevant@jpmorgan.com,,Salesforce
10884247,Inactive Investor,Joshua Loveall,Member;Partner,KB Financial Advisors LLC,,,Salesforce
10834769,Inactive Investor,Scott Hugdahl,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 3600 Minnesota Dr",scott.hugdahl@nm.com,,Salesforce
236144,, -,,[[Unknown]],majoralfred7@gmail.com,,Paid Search
11076828,Inactive Investor,Ryan Grava,,"Robinhood Financial, LLC Denver CO 2373 15th St",,,Salesforce
11054958,Inactive Investor,Mark Dangio,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11040897,Inactive Investor,Noah Brooks,Director - Investments,"Good Life Advisors, LLC",noah.brooks@goodlifefa.com,,Salesforce
9617992,,Derren Geiger,,,dg@cornerstoneamc.com,,List import
10927544,Inactive Investor,John Sbrogna,,"MML Investors Services, LLC Worcester MA 1 W Boylston St",,,Salesforce
10656459,,Bradley Nassar,,,brad.nassar@ubs.com,,List Import
8480901,,Shawn Yu,AVP,Entie Bank,shawn@karts.org,886-281-0122,List Import
10930644,Inactive Investor,Melissa Hylton,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,missy.hylton.yju6@statefarm.com,,Salesforce
10842920,Inactive Investor,Linda Schoenthaler,Founder;President;Regulatory Contact,"Financial Decisions, LLC",,,Salesforce
11161746,Inactive Investor,Andrew Mitchell,,State Farm VP Management Corp. Michigan City IN 218 W 4th St,andrew.mitchell.up00@statefarm.com,,Salesforce
9127765,,Angel Ubide,,,angel.ubide@citadel.com,,List Import
11056617,Inactive Investor,Dori Walsh,,"Osaic Wealth, Inc. La Crosse WI 2137 Ward Ave",,,Salesforce
11029202,Inactive Investor,Robert Puz,Senior Wealth Advisor,"Mainstay Capital Management, LLC",,,Salesforce
11069067,Inactive Investor,Jed Bandes,,Mutual Trust Company of America Securities,jed@mutualtrustco.com,,Salesforce
10487296,,Allen Dogger,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,allen.dogger@ubs.com,,List Import
11086246,Inactive Investor,Paige Romney,Financial Advisor,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,,,Salesforce
10645732,,Bonnie Flint,,,bonnie.flint@primerica.com,,List Import
10763121,Inactive Investor,Timothy Mulford,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Naples FL 801 Laurel Oak Dr,timothy.mulford@ubs.com,,Salesforce
10803675,Inactive Investor,Cynthia Dwyer,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",cynthia_dwyer@ml.com,,Salesforce
238214,,william.schwerin@gmail.com Schwerin,,[Unknown],william.schwerin@gmail.com,,
10866482,Inactive Investor,Louis Kelley,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",louis.kelley@empower.com,,Salesforce
11114433,Inactive Investor,Peter Ostapow,,"American Portfolios Financial Services, Inc. Millsboro DE Private Residence",postapow@americanportfolios.com,,Salesforce
10823250,Inactive Investor,Augusto Vladusic,Registered Client Service Associate,Morgan Stanley Duluth MN 11 E Superior St,,,Salesforce
11091982,Inactive Investor,Aaron Hernandez,,"Wells Fargo Clearing Services, LLC Houston TX 3981 Barker Cypress Rd",,,Salesforce
11131723,Inactive Investor,Alan Bender,,"Avantax Investment Services, Inc. New Orleans LA 800 W Commerce Rd",,,Salesforce
11181552,Inactive Investor,Mary Buckley,,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",mary.buckley@wellsfargoadvisors.com,,Salesforce
11089784,Inactive Investor,Mark Derby,Managing Director;Principal;Senior Wealth Advisor,"The Colony Group, LLC Newton Center MA 7 Wells Ave",mderby@thecolonygroup.com,,Salesforce
11179125,Inactive Investor,Connor King,Associate,Edward Jones Montrose CO 1425 Hawk Pkwy,connor.king@edwardjones.com,,Salesforce
10894270,Inactive Investor,Richard Evans,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hanover NH 2 Buck Rd",rick.evans@tiaa.org,,Salesforce
368114,,Regina Spierings,Advisor,,regina.spierings@fsma.be,3222205437,Webinar
10922927,Inactive Investor,Miranda Kimball,Financial Advisor,LPL Financial LLC Palatka FL 510 N State Rd 19,miranda.kimball@lpl.com,,Salesforce
11008819,Inactive Investor,Samuel Behm,,"Northwestern Mutual Investment Services, LLC Janesville WI 400 Midland Ct",samuel.behm@nm.com,,Salesforce
10824308,Inactive Investor,Richard Robinett,Financial Advisor,"Wells Fargo Clearing Services, LLC Oxnard CA 300 E Esplanade Dr",richard.robinett@wellsfargoadvisors.com,,Salesforce
10882132,Inactive Investor,Norbert Chen,Financial Advisor,LPL Financial LLC Cerritos CA Private Residence,norbert.chen@lpl.com,,Salesforce
10931501,Inactive Investor,William Criswell,Partner,Garland and Greenwood Wealth Advisors LLC,,,Salesforce
9567418,,Edward Faas,,,efaas@financialguide.com,,List import
11182823,Inactive Investor,Rebecca West,,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,rebecca.west@ubs.com,,Salesforce
10841221,Inactive Investor,Lauren Jirele,,"Osaic Wealth, Inc. Newtown PA 401 S State St",,,Salesforce
11104843,Inactive Investor,John Musick,,"Equitable Advisors, LLC Orlando FL 5337 Millenia Lakes Blvd",john.musick@equitable.com,,Salesforce
10777034,Inactive Investor,Jackson Cousins,Branch Director;Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",jackson.cousins@rbc.com,,Salesforce
9640745,,mark Savage,,,markofasavage@gmail.com,,List import
11238995,Inactive Investor,Mathieu Michaud-Camacho,,hybrid financial,mmichaudcamacho@hybridfinancial.ca,,Salesforce
10897506,Inactive Investor,Jordan Milbrath,Financial Advisor,LPL Financial LLC Springfield MN 101 N Marshall Ave,jordan.milbrath@lpl.com,,Salesforce
10986318,Inactive Investor,Michael Letzter,,"Sanford C. Bernstein & Co., LLC",michael.letzter@bernstein.com,,Salesforce
226004,,vipin -,,[[Unknown]],vipin.vipinsharma@gmail.com,,Initial Salesforce Import
11029390,Inactive Investor,Efrain Martinez,,J.P. Morgan Securities LLC Salt Lake City UT 5656 S Redwood Rd,efrain.martinez@jpmorgan.com,,Salesforce
11112772,Inactive Investor,Frances Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11202272,Inactive Investor,Jimmy Silvano,,Vanguard Marketing Corporation,jimmy_silvano@vanguard.com,,Salesforce
10764460,Inactive Investor,Vincent Murphy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
372936,,Steve Jossi,,[Unknown],stevenmichael1957@gmail.com,,source
10937998,Inactive Investor,Megan McKinley,,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,megan.mckinley@primerica.com,,Salesforce
10936374,Inactive Investor,Kelvin Pettaway,,"Ameriprise Financial Services, LLC Alpharetta GA 3480 Preston Ridge Rd",kelvin.pettaway@ampf.com,,Salesforce
10937450,Inactive Investor,Benjamin Broome,,"MML Investors Services, LLC Chattanooga TN 2158 Northgate Park Ln",bbroome@financialguide.com,,Salesforce
10786280,Inactive Investor,James Whaley,Financial Advisor;Global Private Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,james.whaley@morganstanley.com,,Salesforce
11196017,Inactive Investor,Harold Kalkstein,,"Latitude Advisors, LLC New York NY 590 Madison Ave",hkalkstein@latitudefinancial.net,,Salesforce
11206856,Inactive Investor,David Bender,,"Muriel Siebert & Co., LLC Beverly Hills CA 190 N Canon Dr",dbender@siebertnet.com,,Salesforce
10938176,Inactive Investor,Pascal Asiedu,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,pnasiedu@ft.newyorklife.com,,Salesforce
11138417,Inactive Investor,Amit Dhawan,,CIBC World Markets Corp. Chicago IL 181 W Madison St,amit.dhawan@cibc.com,,Salesforce
11060592,Inactive Investor,Enrique Carrillo,Managing Partner;Member;Principal,Meridiana Coral Gables FL 2000 Ponce de Leon Blvd,ecarrillo@meridiana-mfo.com,,Salesforce
11016985,Inactive Investor,Trevor Schwartz,,"Raymond James Financial Services, Inc. Newport Beach CA 160 Newport Center Dr",,,Salesforce
11132576,Inactive Investor,George Reis,Chief Compliance Officer;Director;President,"GVR Investment Management, Inc.",gvreis@gvrinvestments.com,,Salesforce
10494381,,Harold Farell,"Chief Compliance Officer, Owner",Farell Financial Advisory Services,lsfarell@aol.com,,List Import
10554338,,eyal gabay,,,eyal@eyalsec.com,,Web Form Fillout
9591469,,Horace Yao,,,horace.yao@gatech.edu,,List import
11017530,Inactive Investor,Michaela Cramer,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",michaela.cramer@equitable.com,,Salesforce
11026139,Inactive Investor,Thomas Willms,,"GLP Investment Services, LLC",,,Salesforce
11155328,Inactive Investor,Neil Cunningham,,J.P. Morgan Securities LLC Rockville Centre NY 10 N Village Ave,neil.cunningham@jpmorgan.com,,Salesforce
11235229,Inactive Investor,Kyle Labelle,Financial Advisor,"Milestone Financial Planning, LLC",kyle@milestonefinancialplanning.com,,Salesforce
11202796,Inactive Investor,Shahla Buchholz,Director - Operations;Member,BFG Wealth Management LLC Honolulu HI 55 Merchant St,shahla@bfgwm.com,,Salesforce
10842720,Inactive Investor,Anthony Larosa,Chief Compliance Officer;Founder;Managing Director,"Private Counsel Group, Ltd.",,,Salesforce
10913846,Inactive Investor,Eric Kuwaye,Financial Advisor,Edward Jones Honolulu HI 1585 Kapiolani Blvd,eric.kuwaye@edwardjones.com,,Salesforce
10984543,Inactive Investor,Brian Gallagher,,"Osaic Wealth, Inc. Howard Beach NY 16446 Crossbay Blvd",,,Salesforce
9646907,,Brian Brady,,,brady0311@msn.com,,List import
1004486,Inactive Investor,Nick Leeper,,Nick Leeper,nicholas.leeper@gmail.com,,3rd Party Lead Gen
10889669,Inactive Investor,Clarence Bousson,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,cabousson@ft.newyorklife.com,,Salesforce
42836,,Ryan Williams,"Plan Advisor, Senior Investment Advisor",NFP Retirement Inc.,ryan.williams@nfp.com,512-695-9193,
11221917,,Jeffrey Troutner,,,jtroutner@wealthenhancement.com,,List Import
10896175,Inactive Investor,Gregory Larson,Financial Advisor,LPL Financial LLC Huntingdon Valley PA 2323 Cordus Ln,gregory.larson@lpl.com,,Salesforce
11029669,Inactive Investor,John Faison,,PFS Investments Inc. Springfield MO 1911 S National Ave,john.faison@primerica.com,,Salesforce
217464,,Kartik Ghia,,[Unknown],kghia6@bloomberg.net,,
10792627,Inactive Investor,Leslie Joerke,Private Wealth Advisor,"Ameriprise Financial Services, LLC Brighton MI 711 E Grand River Ave",leslie.e.joerke@ampf.com,,Salesforce
10859521,Inactive Investor,Eric Dewalt,Financial Advisor,Edward Jones Camp Hill PA 4660 Trindle Rd,eric.dewalt@edwardjones.com,,Salesforce
9648228,,Ossama Ghazy,,,hamty.damty@icloud.com,,List import
9621963,,WILLIAM LAFFIN,,,william@affordableventures.com,,List import
11152443,Inactive Investor,Bruce Laxer,,Commonwealth Financial Network Paramus NJ 28 Farview Ter,blaxer@commonwealth.com,,Salesforce
10877785,Inactive Investor,Antonio Gomez,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",antonio.gomez@nm.com,,Salesforce
9621561,,Michael Nahmias,,,mikenahmias@gmail.com,,List import
10903803,Inactive Investor,Samir Shah,Chief Investment Officer;Managing Member;President,"MBS Mantra, LLC",sshah@mbsmantrallc.com,,Salesforce
10887467,Inactive Investor,Christopher Trujillo,,"FBL Marketing Services, LLC Las Cruces NM 1655 La Fonda Dr",,,Salesforce
10889299,Inactive Investor,Bradley Fine,Chief Investment Officer;President,Four Seasons Investment Management LLC,,,Salesforce
9648221,,Melissa Brady,,,melissa.brady@rsmus.com,,List import
10989269,Inactive Investor,Joseph Hayes,,"Citizens Securities, Inc. South Yarmouth MA 1116 Rte 28",joseph.hayes@citizensbank.com,,Salesforce
10927574,Inactive Investor,Kimberly Biller,Registered Administrative Assistant,LPL Financial LLC Carlsbad CA 5927 Balfour Ct,kimberly.biller@lpl.com,,Salesforce
11070527,Inactive Investor,Ryan Lino,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,ryan.lino@jpmorgan.com,,Salesforce
9561963,,Bob Smith,,,just_playen3@yahoo.com,,List import
10824922,Inactive Investor,Patrick Lyons,President,"Lyons Den Capital, LLC Raleigh NC 5404 Granada Hills Dr",,,Salesforce
11160199,Inactive Investor,Granville Washington,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",granville.c.washington@ml.com,,Salesforce
11101106,Inactive Investor,Erin McGovern,,LPL Financial LLC Santa Barbara CA Private Residence,,,Salesforce
10972054,Inactive Investor,Elyanna Rivas,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC New York NY 60 E 42nd St,,,Salesforce
11180404,Inactive Investor,Robert Corcoran,Financial Advisor;Financial Planner,"Osaic FA, Inc. Virginia Beach VA 1 Columbus Ctr",,,Salesforce
11044869,Inactive Investor,Philip Greer,First Vice President - Investments,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",philip.greer@raymondjames.com,,Salesforce
10999509,Inactive Investor,Troy Moss,,"Allstate Financial Services, LLC Georgetown SC 1307 Highmarket St",troymoss@allstate.com,,Salesforce
9641887,,Christopher Addy,,,caddy@castlehalldiligence.com,,List import
10907609,Inactive Investor,Yan Katz,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,yan_katz@glic.com,,Salesforce
10952997,Inactive Investor,Thomas Fleischmann,Client Specialist,Robert W. Baird & Co. Incorporated Villa Park IL 2 Mid America Plz,tfleischmann@rwbaird.com,,Salesforce
11073191,Inactive Investor,Caitlin Leibman,Vice President,"Leibman Financial Servces, Inc.",caitlin@228main.com,,Salesforce
9600690,,Richard Pfister,,,dpfister@alphacorecap.com,,List import
11127259,Inactive Investor,Kenneth Powers,First Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,kenneth.powers@ubs.com,,Salesforce
11096804,Inactive Investor,Leonard Barry,Chief Compliance Officer;Founding Partner;President;Wealth Advisor,Yahara Wealth Management LLC,leonard@yaharawealth.com,,Salesforce
239205,,Harry Honwani,,[Unknown],akonk9harry@gmail.com,,Direct
11179853,Inactive Investor,Arnold Ayers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,arnold.ayers@fidelity.com,,Salesforce
11107218,Inactive Investor,Mark Lagrange,,"Northwestern Mutual Investment Services, LLC Mandeville LA 1130 W Causeway Approach",mark.lagrange@nm.com,,Salesforce
242937,,Jonathon Unger,Na,Na,junger8@gmail.com,,Manual List Upload
9564254,,Daniel Arcos,,,daniel.arcos@rscapital.com,,List import
10486542,,Alexis Brown,"Financial Advisor, Vice President","Brown and Brown Financial Services, Inc.",lexb8017@yahoo.com,,List Import
10830851,Inactive Investor,Michael Pharr,Senior Wealth Strategy Associate,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,michael.pharr@ubs.com,,Salesforce
9600979,,John edward Sagun,,,johnedwardsagun@gmail.com,,List import
11024782,Inactive Investor,Sara Hadad-Dembs,,"DFPG Investments, LLC",,,Salesforce
46660,,John Hein,Vice President - Private Client Services Training,Fisher Investments,j.hein@fi.com,,
10847244,Inactive Investor,Jeffrey Jacoby,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Doylestown PA 48 W Oakland Ave",jeffrey.j.jacoby@ampf.com,,Salesforce
9618199,,Vilis Pasts,,,vpasts@btsmanagement.com,,List import
213900,,Srini Madala,,Madala Foundation,srini.madala@softsol.com,510-673-3332,Organic Search
11135529,Inactive Investor,Christopher Lally,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",christopher.lally@ml.com,,Salesforce
9549713,,Ethan Keller,,,ekeller@luminusmgmt.com,,List import
10938593,Inactive Investor,Woodrow Quin,,State Farm VP Management Corp. Pearl MS 100 N Bierdeman Rd,jason.quin.fiy6@statefarm.com,,Salesforce
11008681,Inactive Investor,Scott Abarr,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
11168334,Inactive Investor,Thomas O'Brien,,Fidelity Brokerage Services LLC,,,Salesforce
11124008,Inactive Investor,Gerald Jackson,,NYLIFE Securities LLC Bend OR 17 NW Hawthorne Ave,jacksongs@ft.newyorklife.com,,Salesforce
334466,,Jim Scanlan,"Director, Research",Rmc Investment Advisors,jim@resmgtcorp.com,860-561-1245,Manual List Upload
2830896,,Mehdi Bentaieb,,,medhibentaieb@yahoo.fr,,
10986817,Inactive Investor,Kimberly Bergeron,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,kimberlyabide@statefarm.com,,Salesforce
10895202,Inactive Investor,Daniel Polizzotti,Financial Advisor,"Osaic Wealth, Inc. Paramus NJ 12 N State RT 17",,,Salesforce
10768352,Inactive Investor,Amanda Turner,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",amanda_turner@ml.com,,Salesforce
10851490,Inactive Investor,Martin Lougen,,Silver Grove Advisory Services Buffalo NY 2821 Wehrle Dr,mlougen@silvergrovegroup.com,,Salesforce
10932356,Inactive Investor,David Samachson,Financial Advisor,Edward Jones Newtown PA 1 S State St,david.samachson@edwardjones.com,,Salesforce
9607169,,Samuel Darrondeau,,,darrondeausamuel@gmail.com,,List import
11210517,Inactive Investor,Charles Wheelock,Associate,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11129531,Inactive Investor,Jordan Bommarito,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10944927,Inactive Investor,Lisa Midura,,PFS Investments Inc. Utica NY 502 Court St,lisa.midura@primerica.com,,Salesforce
10787393,Inactive Investor,Sam Albert,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,sam.albert@fidelity.com,,Salesforce
10967359,Inactive Investor,Kelly Baker,Senior Administrative Associate,"Wells Fargo Advisors Financial Network, LLC Pittsfield MA 66 West St",kelly.baker@wfafinet.com,,Salesforce
11012290,Inactive Investor,James Daly,,"Osaic Wealth, Inc. Nashville TN 2908 Poston Ave",,,Salesforce
352543,,Jeff Ball,Chief Information Officer,Concourse Financial Group Advisors,jeff.ball@proequities.com,800-288-3035,Manual List Upload
345458,,Sharon Eliran,Business Development Team Member,"Waterfall Asset Management, Llc",seliran@waterfallam.com,212-257-4600,Manual List Upload
11116623,Inactive Investor,Joshua Barnard,Financial Advisor,"Pruco Securities, LLC. Overland Park KS 10801 Mastin St",josh.barnard@prudential.com,,Salesforce
11172799,Inactive Investor,Shirley Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,shirley.smith@fidelity.com,,Salesforce
10596680,,Austin Roesler,,,austinroesler20@gmail.com,,Web Form Fillout
11074929,Inactive Investor,Brian Winslow,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11234609,Inactive Investor,Amy Zipper,Private Wealth Advisor,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
10915697,Inactive Investor,Alex Allen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10806570,Inactive Investor,Timothy Dixon,Financial Advisor;First Vice President;Senior Portfolio Management Director;Senior Portfolio Manager;Senior Vice President;Wealt,Morgan Stanley Boise ID 101 S Capitol Blvd,timothy.dixon@morganstanley.com,,Salesforce
9979714,,Evans Nortey,,,evans_forlife@yahoo.co.uk,,Web Form Fillout
11002219,Inactive Investor,Brandy Whiteside,,State Farm VP Management Corp. Austin TX 2501 W William Cannon Dr,,,Salesforce
10882612,Inactive Investor,Jeffery Ahrens,,Gladstone Wealth Partners Medford NJ 7 Somerton Sq,jeffery.ahrens@gladstonewealth.com,,Salesforce
11291193,,Dae-hun Song,,,asacloud82@gmail.com,,Web form fillout
11161452,Inactive Investor,Richard Soares,Senior Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey CA 200 E Franklin St",richard_soares@ml.com,,Salesforce
11183606,Inactive Investor,Hector Ramirez,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,,,Salesforce
11068035,Inactive Investor,Alisia Rhodes,Client Service Associate,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",,,Salesforce
10879566,Inactive Investor,Bryan Rea,Partner;Senior Investment Advisor,"Capital Investment Advisors, LLC",brea@yourwealth.com,,Salesforce
11024644,Inactive Investor,Charles Falor,,"Raymond James Financial Services, Inc. Saint Petersburg FL 5901 Sun Blvd",charles.falor@raymondjames.com,,Salesforce
10836320,Inactive Investor,Mark Greaney,,"Ameriprise Financial Services, LLC Bend OR 214 SE Vine Ln",mark.r.greaney@ampf.com,,Salesforce
11259975,Inactive Investor,Jessica Inayat,,J.P. Morgan Securities LLC Fremont CA 38980 Fremont Blvd,jessica.inayat@jpmorgan.com,,Salesforce
9571874,,Stephanie Ercegovic,,,ercegovic@discap.com,,List import
10831758,Inactive Investor,Eric Costello,,"Raymond James Financial Services, Inc. Aptos CA 9057 Soquel Dr",eric.costello@raymondjames.com,,Salesforce
10932522,Inactive Investor,William Dudley,,"MML Investors Services, LLC Virginia Beach VA 5544 Greenwich Rd",,,Salesforce
237662,, -,,[[Unknown]],jorgerinconrrpp@gmail.com,,Organic Search
10784074,Inactive Investor,Donna D'Hont,,"Manning & Napier Investor Services, Inc.",ddhont@manning-napier.com,,Salesforce
9571380,,David Winter,,,dwinter@40north.com,,List import
10938876,Inactive Investor,Hunter Kragnes,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",hunter.kragnes@tiaa.org,,Salesforce
10925686,Inactive Investor,Mark Cryan,,"Osaic Wealth, Inc. Buffalo NY 2805 Wehrle Dr",,,Salesforce
11191244,Inactive Investor,Glen Mclaughlin,Chief Compliance Officer;Managing Member,Buoyant Financial Cornelius NC Private Residence,glen@buoyantfinancial.com,,Salesforce
11027850,Inactive Investor,Roy Palacios,,"Farmers Financial Solutions, LLC Laguna Hills CA 26081 Merit Cir",rpalacios@farmersagent.com,,Salesforce
9606026,,John Selzer,,,selzernyc@gmail.com,,List import
10763158,Inactive Investor,Paula Weese,Senior Investment Associate;Vice President,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",paula.weese@rbc.com,,Salesforce
11260188,Inactive Investor,Charlene Rambeau,,"Raymond James & Associates, Inc.",,,Salesforce
9643000,,Cynthia Smith,,,cynthiasmith7878@gmail.com,,List import
11171101,Inactive Investor,Phillip Di Rocco,,"Sovran Advisors, LLC",,,Salesforce
8866941,,Elisabeth Kammermeier,,,kammermeier@activconsult.com,,Web Form Fillout
188683,,Ajay Kotturu,,[Unknown],ajaykotturu08@gmail.com,,
11182683,Inactive Investor,Vina Simmons,,PFS Investments Inc. Corpus Christi TX 3649 Leopard St,vina.simmons@primerica.com,,Salesforce
338007,,John Wilson,Implementation Manager,"Chatham Investment Advisors, Llc",jwilson9@chathamfinancial.com,610-925-3120,Manual List Upload
11059788,Inactive Investor,Danny Kim,,Cetera Advisor Networks LLC Buena Park CA 6281 Beach Blvd,kimd@ceteranetworks.com,,Salesforce
10905485,Inactive Investor,Tetsu Tonegawa,,Goldman Sachs & Co.,,,Salesforce
11040646,Inactive Investor,Edward Giblin,Financial Advisor;Financial Planner,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",egiblin@financialguide.com,,Salesforce
11208667,Inactive Investor,Deidre Farrell,Financial Consultant,Thrivent Investment Management Inc. Louisville CO 864 W South Boulder Rd,deidre.farrell@thrivent.com,,Salesforce
11147547,Inactive Investor,Mukhsina Nurilloeva,,Morgan Stanley San Jose CA 225 W Santa Clara St,,,Salesforce
11059587,Inactive Investor,Coleen O'Gallagher,,J.P. Morgan Securities LLC Yaphank NY 128 Main St,coleen.o.gallagher@chase.com,,Salesforce
10912229,Inactive Investor,Anh Dao Starita,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",,,Salesforce
9561819,,Deborah Verker,,,debbie.verker@voyafa.com,,List import
174444,,Djé Ufo,,DjÃ© Ufo,wcchiottes@protonmail.com,,
10928627,Inactive Investor,John Ingrilli,Associate Financial Advisor,"Ameriprise Financial Services, LLC Jericho NY 500 N Broadway",john.ingrilli@ampf.com,,Salesforce
11142610,Inactive Investor,Michael Fallert,,"First Command Brokerage Services, Inc. O'Fallon IL 639 N Main St",mcfallert@firstcommand.com,,Salesforce
9615874,,ben tamlin,,,ben.tam899@gmail.com,,List import
10979030,Inactive Investor,Elizabeth Miller,,"Osaic Wealth, Inc. Carmel IN 571 Monon Blvd",,,Salesforce
203379,,jason heinz,,[Unknown],heinzja@outlook.com,,source
11104308,Inactive Investor,Sean Castle,Chief Compliance Officer;Co-Founder;Executive Vice President,Cherry Creek Investment Advisors Inc,sean@cherrycreekinvestmentadvisors.com,,Salesforce
11037233,Inactive Investor,Paula Sutton,Financial Advisor;Senior Vice President,Morgan Stanley Houston TX 1330 Post Oak Blvd,paula.s.sutton@morganstanley.com,,Salesforce
11221625,,Kaitlyn Ralston,,,kaitlyn.ralston1@usbank.com,,List Import
11042570,Inactive Investor,Nicholas Telea,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",nicholas.telea@schwab.com,,Salesforce
213206,,Patrick Lifetime,,[Unknown],patrick.lifetime@gmail.com,,
9566018,,Emil Dabora,,,emil.dabora@tudor.com,,List import
10869367,Inactive Investor,Eric Mechler,Chief Investment Officer;Founder;Managing Partner,Alpha Zero LLC,eric@alphazerowealth.com,,Salesforce
9572819,,Bagus Kurniawan Ramadhan Imas Komalasari,,,baday170296@gmail.com,,List import
9647069,,Chrissy Killillay,,,killillayc@gmail.com,,List import
11160136,Inactive Investor,Victoria Vogel-Iturri,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",victoria_vogel@ml.com,,Salesforce
9612648,,Christopher Leikhim,,,cleikhim@calamos.com,,List import
199869,,Pham Chi,,Vietnam,thanhchi.fit.hcmus@gmail.com,,
11158554,Inactive Investor,Frank Fontana,Founder;President,"Banyan Asset Management, Inc.",fcfontana@banyan-asset.com,,Salesforce
10834203,Inactive Investor,Benjamin Kirksey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Canton OH 4300 Munson St NW",benjamin.kirksey@ml.com,,Salesforce
11164534,Inactive Investor,Derek Dukart,,"Lion Street Financial, LLC Lake Oswego OR 4260 Galewood St",ddukart@lionstreet.com,,Salesforce
2523442,,Tejpal Yadav,,,tejpaly648@gmail.com,,
197930,,Steven Gamble,,IRA for S. Gamble,sgmgamble@charter.net,(509) 619-2138,Content
9545157,,Jigdrel Singay,,,jigdrelsingay@dhi.bt,,List import
10846649,Inactive Investor,Harvey Samachson,Wealth Advisor,Dynamic Wealth Advisors Morrisville PA 963 Randolph Dr,,,Salesforce
9547197,,DUSHYANT TAMIA,,,tamiadushyant1@gmail.com,,List import
9614609,,Bernadette Roberts -,,,robertsbernadette142@gmail.com,,List import
10646970,,Edward Ariniello,,,edward.ariniello@edwardjones.com,,List Import
10912832,Inactive Investor,Jessica Owens,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5910 N Central Expy",,,Salesforce
10783113,Inactive Investor,Eric Laughlin,Financial Advisor;Financial Planning Specialist;First Vice President,Morgan Stanley Barrington IL 760 W Main St,eric.laughlin@morganstanley.com,,Salesforce
10767777,Inactive Investor,Elizabeth Dooley,,"CNR Securities, LLC",eld@rochdale.com,,Salesforce
9599313,,Shannon Lynch,,,shannon.lynch@personalcapital.com,,List import
10864551,Inactive Investor,John Lugauer,Financial Advisor,LPL Financial LLC Schoolcraft MI 223 N Grand St,john.lugauer@lpl.com,,Salesforce
9609325,,Eddo doornwerth,,,eddoosys@gmail.com,,List import
11238446,Inactive Investor,Glenna Durwin,,"Davie Kaplan Wealth Care Advisors, Llc",gdurwin@daviekaplan.com,,Salesforce
10802255,Inactive Investor,Nicholas Androvich,Financial Consultant;Vice President - Investments,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",nicholas.androvich@wellsfargoadvisors.com,,Salesforce
9641842,,Philip Falls,,,philip.falls@pbiactuarial.ca,,List import
10994976,Inactive Investor,Shannon Schaffer,Assistant Director,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10900353,Inactive Investor,Bryan Sintay,Wealth Manager,LPL Financial LLC Reno NV Private Residence,b.sintay@lpl.com,,Salesforce
11021120,Inactive Investor,Matthew Davidson,,J.P. Morgan Securities LLC Oak Brook IL 2122 W 22nd St,matthew.davidson@chase.com,,Salesforce
10858114,Inactive Investor,Laura Ward,Managing Director,William Blair San Francisco CA 343 Sansome St,lauraward@williamblair.com,,Salesforce
10901970,Inactive Investor,Cheryl Hart-Munoz,,"Farmers Financial Solutions, LLC Murrieta CA 26413 Jefferson Ave",,,Salesforce
249129,,Otto Wolfschoon,EVP,Global Bank,owolfschoon@globalbank.com.pa,,Manual List Upload
9645300,,Ed Webb,,,ewebb5@me.com,,List import
9597470,,Garrett Waters,,,garrett@anchor-capital.com,,List import
11189291,Inactive Investor,Robert Barber,Portfolio Manager;Wealth Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,bob.barber@lpl.com,,Salesforce
11204679,Inactive Investor,Kirk Wolford,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",kirk_wolford@ml.com,,Salesforce
9563186,,sergio ponguta,,,sirgeothedj@outlook.com,,List import
11037741,Inactive Investor,Jason McCaleb,Financial Advisor,"SharpePoint, LLC Pinetop AZ 1191 E White Mountain Blvd",,,Salesforce
11144613,Inactive Investor,Jeffrey Ecklund,Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Folsom CA 2365 Iron Point Rd,jeffrey.ecklund@morganstanley.com,,Salesforce
9605048,,Melanie Fraind,,,mfraind@franklinparkllc.com,,List import
11053532,Inactive Investor,Rana Choubah,Regulatory Contact;Senior Financial Advisor,"Meridian Financial, LLC",rana.choubah@meridianfinancial.net,,Salesforce
11164753,Inactive Investor,Kenneth Alexa,Investment Advisor,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",kenneth.alexa@prudential.com,,Salesforce
11132952,Inactive Investor,William Jones,Financial Advisor,Edward Jones Seneca SC 501 Rochester Hwy,billy.jones@edwardjones.com,,Salesforce
10849671,Inactive Investor,Ethan Noble,Financial Advisor,Edward Jones Sioux Falls SD 8601 W 26th St,ethan.noble@edwardjones.com,,Salesforce
371997,,Duong Do Xuan,,Vietnam,duong62020@gmail.com,,Salesforce
9595249,,Kyle Erb,,,kerb@valeofinancial.com,,List import
9611330,,Tai Ike,,,iketai.py@gmail.com,,List import
11262117,Inactive Investor,Brandon Von Feldt,,Brandon Von Feldt,bvonfeldt@marquetteassociates.com,,Warm Lead
10770210,Inactive Investor,David Darshan,Senior Wealth Advisor,Citigroup Global Markets Inc. New York NY 330 Madison Ave,david.c.darshan@citi.com,,Salesforce
10947057,Inactive Investor,Michael Srulowitz,Investment Advisor Representative;Vice President,"Teamwork Financial Advisors, LLC",michael.srulowitz@teamworkfinancial.com,,Salesforce
10597989,Inactive Investor,Clifton Kirksey,,"LPL 1136 S. Delano Court West Suite B201 Chicago, IL 60605",clifton.kirksey@lpl.com,312-528-3300,Salesforce
11012048,Inactive Investor,Daniel Steinberg,,"Ceros Financial Services, Inc.",dsteinberg@cerosfs.com,,Salesforce
11008918,Inactive Investor,Donyell Harris,,PFS Investments Inc. Cumming GA 925 Sanders Rd,,,Salesforce
11127219,Inactive Investor,Christopher Williamson,,"Northwestern Mutual Investment Services, LLC Piketon OH 7033 US Hwy 23",chris.williamson@nm.com,,Salesforce
10901142,Inactive Investor,Matthew Gould,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11134498,Inactive Investor,Fernando Pardo,,Kovack Securities Inc.,,,Salesforce
10935734,Inactive Investor,Christopher Ziogas,,"Kestra Investment Services, LLC Bristol CT 10 Riverside Ave",,,Salesforce
10773435,Inactive Investor,John Ward,Financial Advisor,Edward Jones Tucson AZ 6450 N Swan Rd,john.ward@edwardjones.com,,Salesforce
10658806,,Daniele Driscoll,,,daniele.m.driscoll@jpmorgan.com,,List Import
11099038,Inactive Investor,Paul Decesare,,"Osaic Wealth, Inc. Canton MA Private Residence",,,Salesforce
49436,,Ryan Oberhausen,Investment Executive,"Fifth Third Securities, Inc.",ryan.oberhausen@53.com,812-547-1458,
9629330,,William Revell,,,william_revell@yahoo.com.au,,List import
10992403,Inactive Investor,Timothy Hanson,Associate Representative,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,tim.hanson@thrivent.com,,Salesforce
10855530,Inactive Investor,Susan Moberly,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,www.susan.moberly.g94j@statefarm.com,,Salesforce
11038803,Inactive Investor,Jaime Gaona,,"CFD Investments, Inc. Lenexa KS 8730 Bourgade St",,,Salesforce
10961873,Inactive Investor,Dalton Brown,Financial Advisor,LPL Financial LLC Clearwater FL 1700 N McMullen Booth Rd,dalton.brown@lpl.com,,Salesforce
10995729,Inactive Investor,Yumeng Zhang,,Goldman Sachs & Co.,,,Salesforce
11177515,Inactive Investor,Mark Schmerge,Chief Compliance Officer,"Schmerge Executive Planning Services, Inc.",mark@schmerge.com,,Salesforce
10949371,Inactive Investor,Thomas Duffy,,"Farmers Financial Solutions, LLC Del Mar CA 1150 Camino del Mar",tduffy@farmersagent.com,,Salesforce
11163418,Inactive Investor,Nathan Trotman,,"Osaic Wealth, Inc. Berwyn PA 1205 Westlakes Dr",,,Salesforce
10948089,Inactive Investor,Marlon Wesh,Owner;Wealth Advisor,Wesh Financial,marlon.wesh@weshfinancial.com,,Salesforce
9602771,,L S,,,lspajic@gama.com,,List import
10487133,,Lauren Phipps,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",lauren.phipps@ml.com,,List Import
11093039,Inactive Investor,Darren Normoyle,,State Farm VP Management Corp. Redwood City CA 734 Woodside Rd,darren.normoyle.mdmi@statefarm.com,,Salesforce
9602601,,?? ?,,,henry1980908@gmail.com,,List import
143585,,Devin Richard,Financial Advisor,"VALIC Financial Advisors, Inc.",devin.richard@valic.com,813-961-1019,
10853620,Inactive Investor,Alain Tripeau,Senior Financial Advisor,Joseph Gunnar & Co. LLC New York NY 40 Wall St,atripeau@jgunnar.com,,Salesforce
9618986,,Sloan Spiller,,,sloan.spiller@cottonteam.com,,List import
10997060,Inactive Investor,Harpreet Bassi,,"U.S. Bancorp Investments, Inc. Louisville KY 9437 Viking Center Dr",,,Salesforce
11113082,Inactive Investor,Joseph Maximos,Executive Director,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10904458,Inactive Investor,Scarlett Robinson,,"Farmers Financial Solutions, LLC Antlers OK 112 W Main St",nikki.ahouse@farmersagency.com,,Salesforce
10787379,Inactive Investor,Kevin O'Fee,Financial Advisor,Edward Jones Marco Island FL 1857 San Marco Rd,,,Salesforce
11030510,Inactive Investor,Benjamin McEvoy,Financial Advisor,LPL Financial LLC Wausau WI 500 3rd St,benjamin.mcevoy@lpl.com,,Salesforce
9584034,,Just Aloe Inc.,,,just_aloe@aol.com,,List import
11137501,Inactive Investor,Sahil Desai,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9618120,,Stephen Smith,,,steve.smith@brandywineglobal.com,,List import
62092,,Joanna Walker,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",joanna.walker@transamerica.com,602-430-5468,
11066519,Inactive Investor,Andrew Pinkerton,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11055014,Inactive Investor,William Stein,,"Avantax Investment Services, Inc. Elmhurst NY 8008 51st Ave",,,Salesforce
10948103,Inactive Investor,Neil Harris,,"Northwestern Mutual Investment Services, LLC Westport CT 274 Riverside Ave",,,Salesforce
10902216,Inactive Investor,Ryan Lynch,Financial Advisor,Edward Jones Gilbert AZ 1543 W Elliot Rd,ryan.lynch@edwardjones.com,,Salesforce
11253962,Inactive Investor,Joseph Ryan,,J.P. Morgan Securities LLC San Francisco CA 111 Pine St,joseph.b.ryan@chase.com,,Salesforce
10828879,Inactive Investor,Matthew Pardieck,Managing Principal;Regulatory Contact,"Harbour Wealth Management Group, Inc. Daniel Island SC 126 Seven Farms Dr",matt@harbourwmg.com,,Salesforce
10696385,,Chelsea Ganey,,Moran Wealth Management,chelsea.ganey@moranwm.com,,List Import
10799800,Inactive Investor,Ryan Sobeck,,Goldman Sachs & Co.,ryan.sobeck@gs.com,,Salesforce
11125228,Inactive Investor,Clifford Graham,,PFS Investments Inc. Fort Pierce FL 1905 S 25th St,clifford.graham@primerica.com,,Salesforce
10993475,Inactive Investor,Mitchell Bodenmiller,Portfolio Manager;Research Analyst,"Buckingham Capital Management, Inc.",mbodenmiller@bcminvest.com,,Salesforce
10894125,Inactive Investor,Brian Schmidt,Chief Compliance Officer;Managing Member;President,Hudson Delaware Planning LLC Hartsdale NY Private Residence,,,Salesforce
11013353,Inactive Investor,Oksana Clarke,,J.P. Morgan Securities LLC Littleton CO 9350 S Colorado Blvd,oksana.clarke@jpmorgan.com,,Salesforce
10794897,Inactive Investor,Rockie Sanders,,"Avantax Investment Services, Inc. Rocky Ford CO 913 Elm Ave",,,Salesforce
9567897,,Michael O'Connor,,,moconnor@pinnacleprivatewealth.com,,List import
10835559,Inactive Investor,Bret Edensword,Financial Advisor,LPL Financial LLC Seattle WA 12770 Gateway Dr S,bret.edensword@lpl.com,,Salesforce
9585873,,Jason Geers,,,jason@ancora.ws,,List import
11132627,Inactive Investor,David Close,,Gladstone Wealth Partners Warren PA 229 Liberty St,david.close@gladstonewealth.com,,Salesforce
11228788,Inactive Investor,Kensley Yarbrough,Registered Client Associate,D.A. Davidson & Co. Franklin TN 5000 Meridian Blvd,kyarbrough@dadco.com,,Salesforce
8091755,,MICHAEL Haines,,,michael.haines26@gmail.com,,Web form fillout
11234968,Inactive Investor,Katherine Mcinerney,Wealth Advisor,"The Mather Group, LLC Cincinnati OH 10300 Alliance Rd",k.mcinerney@themathergroup.com,,Salesforce
10979106,Inactive Investor,Jimmy Peters,,"Avantax Investment Services, Inc. Lindenhurst NY Private Residence",,,Salesforce
9624141,,Steve Vacher,,,stephen.vacher@ml.com,,List import
10815783,Inactive Investor,Troy Zerveskes,Chief Compliance Officer;Financial Advisor;Principal,"Advisory Resource Group, LLC",tzerveskes@advisoryresourcegroup.com,,Salesforce
11075685,Inactive Investor,Agustin Perez-Escamilla,,J.P. Morgan Securities LLC New York NY 410 Park Ave,agustin.perez-escamilla@jpmorgan.com,,Salesforce
11052127,Inactive Investor,Jaime Gonzalez,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",jaime.gonzalez@tiaa.org,,Salesforce
9544868,,Dale Kanzler,,,dkanzler73@gmail.com,,List import
238666,,Nancy Francis,,nancyfrancis959@gmail.com Francis,nancyfrancis959@gmail.com,,Direct
8941214,,Chryshtan Robins,,,robinschryshtan001@gmail.com,,Web Form Fillout
11031551,Inactive Investor,Sheila Chittams,,PFS Investments Inc. Beltsville MD 4041 Powder Mill Rd,schittams@primerica.com,,Salesforce
10840104,Inactive Investor,Oscar Hernandez,Financial Advisor,"Wells Fargo Clearing Services, LLC Metairie LA 111 Veterans Blvd",oscar.g.hernandez@wellsfargoadvisors.com,,Salesforce
10786190,Inactive Investor,Dean Huwe,Investment Representative,"Charles Schwab & Co., Inc. Tampa FL Private Residence",dean.huwe@schwab.com,,Salesforce
11146604,Inactive Investor,Kenan Godfrey,,"Transamerica Financial Advisors, Inc Macon GA 2218 Ingleside Ave",kenan.godfrey@tfaconnect.com,,Salesforce
10788968,Inactive Investor,Mars Bishop,Co-President;Financial Advisor;President;Treasurer,"Blue Fin Capital, Inc. Providence RI 10 Weybosset St",mars@bluefincapital.com,,Salesforce
9632863,,Joseph Hanson,,,hansonjoseph775@gmail.com,,List import
11072801,Inactive Investor,Jesus Villalpando,,"Wells Fargo Clearing Services, LLC Menlo Park CA 735 Santa Cruz Ave",,,Salesforce
350712,,Bruce Minchey,Vice President,Colliers Securities Llc,bminchey@doughertymarkets.com,612-376-4000,Manual List Upload
9620713,,Doug Andrews,,,dougtoyota1@gmail.com,,List import
10994461,Inactive Investor,Nicole Grondahl,,"Empower Financial Services, Inc Pinckney MI Private Residence",nicole.grondahl@empower.com,,Salesforce
11095998,Inactive Investor,Robert Davit,,Gladstone Wealth Partners Schaumburg IL 1901 N Roselle Rd,robert.davit@gladstonewealth.com,,Salesforce
11185872,Inactive Investor,Carmen Penaranda,Chief Compliance Officer,iAdvise Partners,cpenaranda@iadvisepartners.com,,Salesforce
11118521,Inactive Investor,Jaddrey De Armas,,PFS Investments Inc. Miami FL 13501 SW 128th St,jaddrey.dearmas@primerica.com,,Salesforce
10992271,Inactive Investor,Adriana Espinoza,Financial Professional,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",adriana.espinoza@equitable.com,,Salesforce
9544296,,Jeffrey Duncan,,,jeff.duncan@lfg.com,,List import
11062410,Inactive Investor,Leslie Herr,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Managing Member,"Simplified Wealth Management, LLC",,,Salesforce
227550,, -,,[Unknown],sncain@gmail.com,,
11098053,Inactive Investor,Kevin Worthley,Chief Compliance Officer;Executive Vice President;Secretary,"Wealth Management Resources, Inc.",kworthley@wealthmanagers.com,,Salesforce
10819687,Inactive Investor,John Lumpkin,Financial Advisor;Vice President,Morgan Stanley Dayton OH 4380 Buckeye Ln,john.lumpkin@morganstanley.com,,Salesforce
10933044,Inactive Investor,Blace Albert,,"First Command Brokerage Services, Inc. Orange Park FL 590 Wells Rd",bcalbert@firstcommand.com,,Salesforce
10981270,Inactive Investor,Evan Barlow,Advisor Associate,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,evan.barlow@nb.com,,Salesforce
11140018,Inactive Investor,Leonardo Ramos,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10954149,Inactive Investor,Ryan Hoppie,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,ryan_hoppie@vanguard.com,,Salesforce
10871600,Inactive Investor,Tess Cusate,,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,,,Salesforce
11012805,Inactive Investor,Kelley Trilling,Financial Planning Assistant,"Ameriprise Financial Services, LLC Riverdale NJ 73 Newark Pompton Tpke",kelley.trilling@ampf.com,,Salesforce
11032934,Inactive Investor,Patric Luera,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10862116,Inactive Investor,David Sienkiewich,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Puyallup WA 17516 Meridian E",david.j.sienkiewich@ml.com,,Salesforce
10895896,Inactive Investor,Jacob Whitaker,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",jacob.whitaker@tiaa.org,,Salesforce
10753490,Inactive Investor,Aimee Price,,LPL Financial LLC San Rafael CA 4340 Redwood Hwy,aimee.price@lpl.com,,Salesforce
10859376,Inactive Investor,Klara Muratova,Financial Advisor,Park Avenue Securities LLC Lynbrook NY 211 Broadway,klara_muratova@glic.com,,Salesforce
10985486,Inactive Investor,Yingyi Situ,Wealth Advisor,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,,,Salesforce
11106955,Inactive Investor,Raymond Ryan,Chairman;Chief Executive Officer;Portfolio Manager;President;Regulatory Contact,"Patten and Patten, Inc.",rryan@patteninc.com,,Salesforce
11144614,Inactive Investor,Thomas Feeney,Resident Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Venice FL 333 Tamiami Trl S,thomas.feeney@morganstanley.com,,Salesforce
9575179,,John Kim,,,iamjohnkim77@gmail.com,,List import
10842169,Inactive Investor,Armando Rodriguez,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,armando.rodriguez@morganstanley.com,,Salesforce
238679,,David Harmon,,[Unknown],harmond048@gmail.com,,Direct
9615514,,Andrius Mockus,,,andriusmockussveiser@gmail.com,,List import
11019473,Inactive Investor,Christopher Tong,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hauppauge NY 201 Moreland Rd",christopher.k.tong@ampf.com,,Salesforce
2058806,,Richard Huynh,,,r.huynh87@gmail.com,,
10834865,Inactive Investor,Patrick Henehan,Financial Advisor,"Ameriprise Financial Services, LLC East Hartford CT 111 Founders Plz",patrick.j.henehan@ampf.com,,Salesforce
11072022,Inactive Investor,Tamara Bagnard,,The O.N. Equity Sales Company Pacific Palisades CA 421 Alma Real Dr,,,Salesforce
9625517,,Wes Molander,,,wm2079@outlook.com,,List import
9635244,,Amy Gray,,,amy@genexstl.com,,List import
9638196,,Clint Matthews,,,matthewsc@readinghospital.org,,List import
11147140,Inactive Investor,Leonardo Vieira,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woburn MA 2 Cummings Park",leonardo.t.vieira@ml.com,,Salesforce
10950901,Inactive Investor,Jingnan Qi,,Goldman Sachs & Co.,,,Salesforce
246035,,Not Provided,CEO,Darkblock,chris@darkblock.io,,Manual List Upload
10835318,Inactive Investor,Joseph Irvin,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Warrenton VA 70 Main St",joseph.irvin@wellsfargoadvisors.com,,Salesforce
10974406,Inactive Investor,Brian Cobb,,"Allstate Financial Services, LLC Taylor MI 25015 Goddard Rd",briancobb@allstate.com,,Salesforce
11092878,Inactive Investor,Shawn Thacker,,State Farm VP Management Corp. Cincinnati OH 2021 Auburn Ave,shawn.thacker.d5u1@statefarm.com,,Salesforce
11118262,Inactive Investor,Larissa Buerano,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10874841,Inactive Investor,Jeffrey Walker,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,jeffrey.walker@morganstanley.com,,Salesforce
9556486,,Calvin Heinl,,,calvinheinl@gmail.com,,List import
11160943,Inactive Investor,Michele Molitor,Client Relationship Manager,Commonwealth Financial Network Southington CT 31 Liberty St,mmolitor@commonwealth.com,,Salesforce
11161032,Inactive Investor,Peter Shanovich,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Bend WI 125 E Water St",pshanovich@stifel.com,,Salesforce
10969978,Inactive Investor,Jonathan Brown,Financial Advisor,Edward Jones Cartersville GA 101 S Erwin St,jonathan.brown@edwardjones.com,,Salesforce
9127693,,Lee Brenner,,,lee.brenner@gs.com,,List Import
246343,,Not Provided,COO,Silicon Horizon,a53block@gmail.com,,Manual List Upload
11208173,Inactive Investor,Kimberly Wiggins,Chief Compliance Officer;President,Investors Management Services Inc Grosse Pointe MI 21014 Mack Ave,,,Salesforce
10831445,Inactive Investor,Richard Hoover,,"Osaic Wealth, Inc. Las Vegas NV 2920 S Jones Blvd",,,Salesforce
10906653,Inactive Investor,Stephen Wierhake,,Cetera Advisor Networks LLC Punta Gorda FL Private Residence,,,Salesforce
11061236,Inactive Investor,Nathan McCardell,,"OneAmerica Securities, Inc. Lutz FL 17953 Hunting Bow Cir",,,Salesforce
11204064,Inactive Investor,Philip Mooberry,Managing Director;Managing Member;Principal;Regulatory Contact,"Cadent Capital Advisors, LLC",philip@cadcapital.com,,Salesforce
11184874,Inactive Investor,Jordan Noblin,,Cetera Advisor Networks LLC Spartanburg SC 337B E Saint John St,jordan.noblin@ceterawealth.com,,Salesforce
9554184,,Phillip Lauria,,,phillipc.lauria@gmail.com,,List import
10778547,Inactive Investor,Joseph Redding,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,joseph.redding@fidelity.com,,Salesforce
9619545,,Richard Ronzetti,,,rronzetti@usa.net,,List import
152954,,Mike Yushkevich,,[Unknown],madmike1@yandex.ru,,
10947100,Inactive Investor,Judy Heng,,J.P. Morgan Securities LLC El Monte CA 11001 Valley Mall,judy.heng@jpmorgan.com,,Salesforce
10934029,Inactive Investor,Christopher Light,,Ignite Planners LLC South Jordan UT 10813 S River Front Pkwy,,,Salesforce
11120208,Inactive Investor,John Kovel,,"Osaic FA, Inc. Sewickley PA 2200 Georgetown Dr",john.kovel@lfg.com,,Salesforce
11059421,Inactive Investor,Blake Rorbach,Financial Advisor,PFG Advisors,,,Salesforce
9561485,,Paul Sullivan,,,paul.sullivan@fidelity.com,,List import
223746,,Jeremiah Minifield,,[Unknown],jminifie@yahoo.com,,Organic Search
11045240,Inactive Investor,David Batchelder,,"Sentinel Securities, Inc.",david.batchelder@sentinelgroup.com,,Salesforce
11036545,Inactive Investor,William Foshay,President,Oade Financial,,,Salesforce
10817468,Inactive Investor,Phillip Hugart,,"Ausdal Financial Partners, Inc. Port Byron IL Private Residence",,,Salesforce
10782180,Inactive Investor,Christian Barrett,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,christian.barrett@fidelity.com,,Salesforce
11130506,Inactive Investor,Peter Savva,,"Leo Brokerage, LLC Iselin NJ 100 Wood Ave S",,,Salesforce
10893559,Inactive Investor,Joshua Soto Hernandez,,Fidelity Brokerage Services LLC,,,Salesforce
11146302,Inactive Investor,Scot Hunter,Chief Strategic Officer;Co-Founder;Founder,"EMFO, LLC",shunter@emeraldfamilyoffice.com,,Salesforce
11117077,Inactive Investor,Cori Kreger,,State Farm VP Management Corp. Newark OH 23 Forry St,cori.kreger.srb7@statefarm.com,,Salesforce
10808209,Inactive Investor,Jacquelyn Davis,Financial Wealth Associate,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,jacquelyn.davis@opco.com,,Salesforce
217327,,DAVID WU,MR,[[Unknown]],davidw311@gmail.com,6467733113,Database Upload
10661479,,William Fitzgerald,,,william@fitzgeraldasset.com,,List Import
11041358,Inactive Investor,Edward Durham,Senior Vice President - Investments,"Raymond James & Associates, Inc. Saint Louis MO 9900 Clayton Rd",edward.durham@raymondjames.com,,Salesforce
10948951,Inactive Investor,Di Xiao,,Goldman Sachs & Co.,,,Salesforce
10754877,Inactive Investor,Robert Skillestad,,Wedbush Securities Inc.,skilly.skillestad@wedbush.com,,Salesforce
10822776,Inactive Investor,Christopher Wilson,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",cswilson@firstcommand.com,,Salesforce
9562125,,Liz Clark,,,lizclark809@gmail.com,,List import
10989993,Inactive Investor,Patricia Mckillican,,PFS Investments Inc. Jupiter FL 222 S US Hwy 1,pmckillican@primerica.com,,Salesforce
10804612,Inactive Investor,Barrett Brightwell,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",barrett_brightwell@ml.com,,Salesforce
11050377,Inactive Investor,Brian Radack,Investment Advisor,Fisher Investments,,,Salesforce
336265,,Maureen Walsh,Investment Advisor Representative,"Canty Financial Management, Inc.",maureen@cantyfinancial.com,518-885-3230,Manual List Upload
11051374,Inactive Investor,Danielle McOuat,,Key Investment Services LLC Enumclaw WA 1212 Cole St,danielle.mcouat@key.com,,Salesforce
10752764,Inactive Investor,Juan Rionda,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",,,Salesforce
225901,, -,,[[Unknown]],wolff_mark@yahoo.com,,Initial Salesforce Import
10790118,Inactive Investor,Anthony Nettuno,,"Cambridge Investment Research, Inc. Alpharetta GA 12640 Crabapple Rd",,,Salesforce
10896422,Inactive Investor,Paul Caswell,,Cetera Advisor Networks LLC Jacksonville OR 675 N 5th St,caswellp@ceteranetworks.com,,Salesforce
11233506,Inactive Investor,Sean Delaney,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",sean.delaney@ampf.com,,Salesforce
11072397,Inactive Investor,Mark Bendinelli,Director;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",,,Salesforce
9642980,,Jay Gupte,,,jay.gupte.21@gmail.com,,List import
9590089,,Kurtis Zabell,,,kzabell@linsalatacapital.com,,List import
7301654,,Donald Lavigne,,,don.lavigne@live.com,,Web Form Fillout
11102073,Inactive Investor,Donald Kent,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
10927240,Inactive Investor,Stephen Dunaway,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10833068,Inactive Investor,Jeane Schell,Financial Advisor,Edward Jones Franklin WI 7441 S 27th St,jeane.schell@edwardjones.com,,Salesforce
11109836,Inactive Investor,Shawnda Sparks,Wealth Advisor,LPL Financial LLC Indianapolis IN 3500 Depauw Blvd,shawnda.sparks@lpl.com,,Salesforce
11212826,Inactive Investor,Rodney Routsong,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
9574829,,Sean Farrell,,,sean.farrell@fundstrat.com,,List import
10860129,Inactive Investor,Bryan Smith,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10872152,Inactive Investor,Mara Bollenbacher,,Evercore Group L.L.C.,mara.bollenbacher@evercore.com,,Salesforce
10659343,,Mary Vereb,,,verebm@stifel.com,,List Import
11110088,Inactive Investor,Matthew Sweeney,Chief Compliance Officer;Chief Investment Officer;Executive Director;Managing Director;Managing Partner;Managing Principal;Regul,"William Joseph Capital Management, Inc.",,,Salesforce
10998378,Inactive Investor,Wilbur Kline,Financial Advisor;Managing Partner,LPL Financial LLC Canfield OH 3887 Starrs Centre Dr,wilbur.kline@lpl.com,,Salesforce
10618089,,Rocco Santorsola,,,roccosantorsola@afpadvisor.com,,List Import
10857839,Inactive Investor,Mark Faubel,Chief Operating Officer;Financial Advisor;General Partner;Member;Regulatory Contact,Jericho Financial,,,Salesforce
11119748,Inactive Investor,Brandon Harris,,"Raymond James Financial Services, Inc. Carthage TN 1300 Main St N",brandon.harris@raymondjames.com,,Salesforce
11140974,Inactive Investor,Justin Oliphant,,Cetera Advisors LLC Columbus IN 3038 State St,,,Salesforce
10990030,Inactive Investor,Mason Wolfe,,NYLIFE Securities LLC Lexington KY 1089 Chinoe Rd,mhwolfe@ft.newyorklife.com,,Salesforce
9590396,,Chris Foley,,,chrisfoley10@gmail.com,,List import
11052619,Inactive Investor,Mark Bentivegna,Financial Advisor,LPL Financial LLC Waretown NJ 65 Pennsylvania Ave,mark.bentivegna@lpl.com,,Salesforce
10782982,Inactive Investor,Leslie Smith,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,,,Salesforce
10611739,,Jennee Blanco,"Financial Planner, Investment Advisor Representative",,jenneeblanco@barnumfg.com,,List Import
9592255,,Paul Weaver,,,pweaver@corewealthadvisorsinc.com,,List import
10856276,Inactive Investor,Robert Levesque,Financial Advisor,LPL Financial LLC Somerset MA 255 County St,robert.levesque@lpl.com,,Salesforce
11068583,Inactive Investor,Erik Scaranuzzo,Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",erik_scaranuzzo@ml.com,,Salesforce
10898675,Inactive Investor,Matthew Barrovecchio,Wealth Advisor,Christian Financial Advisors,matthew@ciswealth.com,,Salesforce
10847730,Inactive Investor,Daniel Barotz,Managing Member;President;Regulatory Contact;Senior Advisor,"Focused Alpha, LLC",info@focusedalpha.com,,Salesforce
11102179,Inactive Investor,David Leif,Financial Advisor,"Wells Fargo Clearing Services, LLC Winter Park FL 480 N Orlando Ave",dmichael.leif@wellsfargoadvisors.com,,Salesforce
9647539,,Mark Chapman,,,babydoc39@gmail.com,,List import
11165096,Inactive Investor,Michael Ducore,Director;Retirement Planning Specialist,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",michael.a.ducore@equitable.com,,Salesforce
11157160,Inactive Investor,Michael Leopold,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,michael.a.leopold@morganstanley.com,,Salesforce
11147824,Inactive Investor,Kenneth Grindle,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,kenneth.grindle@primerica.com,,Salesforce
11115142,Inactive Investor,Marybeth Hofmeister,Branch Manager;Financial Advisor;Registered Principal,"Cadaret, Grant & Co., Inc. Latham NY 930 Albany Shaker Rd",mbhofsage@ae.cadaretgrant.com,,Salesforce
10778904,Inactive Investor,Gregory Leisey,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",greg.leisey@rbc.com,,Salesforce
10758712,Inactive Investor,Steven Olson,,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,steven.olson@morganstanley.com,,Salesforce
11041513,Inactive Investor,Veronica Llive,,J.P. Morgan Securities LLC Chicago IL 3032 N Clark St,veronica.p.llive@chase.com,,Salesforce
9570600,,Muhammad Naufal,,,naufalm7322@gmail.com,,List import
10890173,Inactive Investor,Derek Yu,,"Wells Fargo Clearing Services, LLC Pasadena CA 350 W Colorado Blvd",mingtao.yu@wellsfargo.com,,Salesforce
10752347,Inactive Investor,Gustavo Alfonso,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
10846678,Inactive Investor,Benjamin Peterson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,benjamin.peterson@fidelity.com,,Salesforce
10619245,,Terrence Hill,,,terrence.hill@msgraystone.com,,List Import
10951911,Inactive Investor,Cole Watson,,Vanguard Marketing Corporation,cole_watson@vanguard.com,,Salesforce
11007670,Inactive Investor,Kimberly Bass,,PFS Investments Inc. Waterbury CT 207 Bank St,kbass@primerica.com,,Salesforce
10828151,Inactive Investor,Kevin Murray,Chief Compliance Officer;President,"Murray Financial Services, Inc",kmurray@murrayfinancialservices.com,,Salesforce
10901786,Inactive Investor,James Brandt,,"Osaic Wealth, Inc. Palatine IL 134 W Slade St",,,Salesforce
352795,,Lauren Hamlin,Vice President,"Merit Capital Partners Iv, L.l.c.",lhamlin@meritcapital.com,312-592-6111,Manual List Upload
10865322,Inactive Investor,James McGuire,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,james_mcguire@vanguard.com,,Salesforce
10926994,Inactive Investor,Megan Pilla,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9644194,,Dylan Srulovic,,,dylansr@gmail.com,,List import
10858921,Inactive Investor,Sherry Birnbaum,,"Steward Partners Investment Solutions, LLC Paramus NJ 115 W Century Rd",sherry.birnbaum@stewardpartners.com,,Salesforce
9620878,,Vinh Nguyen,,,nvvinha1@gmail.com,,List import
10818403,Inactive Investor,Nicholas Bales,Financial Advisor,Edward Jones Beaverton OR 14795 SW Murray Scholls Dr,nick.bales@edwardjones.com,,Salesforce
10800728,Inactive Investor,Joshua Tilley,Financial Advisor,Edward Jones Brevard NC 13 Park Pl W,josh.tilley@edwardjones.com,,Salesforce
9550575,,Andrew Kam,,,andy@voyahawaii.com,,List import
10840068,Inactive Investor,Jacob Hambleton,,State Farm VP Management Corp. Texarkana AR 302 Arkansas Blvd,jakehambleton@statefarm.com,,Salesforce
10938152,Inactive Investor,Bryant George,,"Northwestern Mutual Investment Services, LLC New Haven CT 555 Long Wharf Dr",bryant.george@nm.com,,Salesforce
343099,,Nathen Mceown,Limited Partner,Wpwealth Llp,nathen.mceown@wpcpa.com,817-259-9100,Manual List Upload
10798527,Inactive Investor,David Moyer,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",dave_moyer@ml.com,,Salesforce
11121436,Inactive Investor,William Schryver,Client Relations Financial Representative,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,william.schryver@edwardjones.com,,Salesforce
11050798,Inactive Investor,Brian Witmer,,State Farm VP Management Corp. Bangor PA 745 Market St,,,Salesforce
64710,,Arthur Nangle,Financial Advisor,"VALIC Financial Advisors, Inc.",arthur.nangle@valic.com,352-372-3497,
9579396,,Christopher Lee,"Financial Consultant, Vice President",Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,christopher.lee@fidelity.com,,List import
10951450,Inactive Investor,David Peerboom,Financial Advisor,Commonwealth Financial Network Grandville MI 4166 56th St SW,dpeerboom@commonwealth.com,,Salesforce
10817544,Inactive Investor,Jacob Gaskell,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Clive IA 1250 NW 128th St",jake.gaskell@rbc.com,,Salesforce
10773433,Inactive Investor,Vincent Becker,Financial Advisor,"Raymond James & Associates, Inc. Bluffton SC 27 Towne Dr",joe.becker@raymondjames.com,,Salesforce
10773450,Inactive Investor,Richard Fields,,"Capital Investment Group, Inc. Winston Salem NC 110 Oakwood Dr",,,Salesforce
11128637,Inactive Investor,Sally Belas,Financial Planning Associate;Senior Registered Associate,Morgan Stanley West Des Moines IA 1080 Jordan Creek Pkwy,sally.belas@morganstanley.com,,Salesforce
10947889,Inactive Investor,Scott Gerlach,Advisor,Cordant Wealth Partners,,,Salesforce
10860065,Inactive Investor,Chauthy Pham,,Cetera Advisor Networks LLC Los Angeles CA 5757 W Century Blvd,phamc@ceteranetworks.com,,Salesforce
11120908,Inactive Investor,Zachary Perez,,"Equity Services, Inc. Okauchee WI Private Residence",zperez@nationallife.com,,Salesforce
9415700,,Gary Safady,,Grayscale Client,gsafady@safady.com,,List Import
9626093,,Daniel Yang,,,danielyang2001@gmail.com,,List import
11004755,Inactive Investor,Ser Gie Tabago,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11203921,Inactive Investor,Cheryl Swanson,,J.P. Morgan Securities LLC Arvada CO 5250 Wadsworth Byp,cheryl.swanson@jpmorgan.com,,Salesforce
10897515,Inactive Investor,Kirk Thiel,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clearwater FL 26301 US Hwy 19 N",kirk.thiel@ml.com,,Salesforce
10614739,,William Flannery,Financial Advisor,,william.flannery@morganstanley.com,,List Import
11018907,Inactive Investor,Brendon Fausset,,NYLIFE Securities LLC Johnston RI 1301 Atwood Ave,btfausset@ft.newyorklife.com,,Salesforce
10892867,Inactive Investor,Brian McGraw,,"HighTower Securities, LLC Saint Louis MO 1401 S Brentwood Blvd",bmcgraw@hightoweradvisors.com,,Salesforce
11063052,Inactive Investor,Jeffrey Kaufmann,Director;Senior Vice President;Senior Wealth Manager,Lido Boca Raton FL 1875 NW Corporate Blvd,jkaufmann@lidoadvisors.com,,Salesforce
9580659,,Karen Kohler,,,kkohler@sfmlp.com,,List import
9466557,,Nicholas Tham,,Nicholas Tham,nicktham@gmail.com,,Organic Search
10861138,Inactive Investor,William Walsh,,"Farmers Financial Solutions, LLC Carlsbad CA 2385 Camino Vida Roble",bwalsh@farmersagent.com,,Salesforce
10817283,Inactive Investor,George Bradley,,"Hornor, Townsend & Kent, LLC Medford NJ Private Residence",gbradley@htk.com,,Salesforce
197066,,Thapelo Lehobye,,[Unknown],thapelolehobye@gmail.com,,Direct
10888407,Inactive Investor,Rhoneil Santotomas,,"The Leaders Group, Inc. Tarzana CA 18801 Ventura Blvd",rhoneil@leadersgroup.net,,Salesforce
11070705,Inactive Investor,Lonnie Rodriguez,,"TIAA-CREF Individual & Institutional Services, LLC",lonnie.rodriguez@tiaa.org,,Salesforce
9643332,,Christian Leone,,,wealth@luxorcap.com,,List import
223762,,Michael Tilghman,,None,c5miket@gmail.com,6784570099,Organic Search
9647616,,Reuben Gondwe,,,reubengondwe75@gmail.com,,List import
10932483,Inactive Investor,Matthew Trent,Financial Advisor,Edward Jones Roanoke VA 6711 Peters Creek Rd,matt.trent@edwardjones.com,,Salesforce
181305,,Aaron Spiller,,[Unknown],aaron.spiller@gmail.com,,
9594695,,Herbert Poon,,,herbert.poon@capgroup.com,,List import
10604314,,Ivy Ma,Manager,Link2 Insurance Solutions,ivy.m@link2yoursolutions.com,6262102808,List Import
10808791,Inactive Investor,Brian Mavor,Financial Advisor;Investment Management Specialist;Senior Vice President,Morgan Stanley Portland ME 100 Middle St,brian.p.mavor@morganstanley.com,,Salesforce
10842579,Inactive Investor,Dieter Bergner,Chief Executive Officer;Managing Member,"WMG Financial Advisors, LLC",bbergner@wmgfa.com,,Salesforce
10951319,Inactive Investor,Ahmad Nasri,,"Wells Fargo Clearing Services, LLC Sherman Oaks CA 14059 Ventura Blvd",hazem.nasri@wellsfargo.com,,Salesforce
11125558,Inactive Investor,Peter Arbogast,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",peter_v_arbogast@ml.com,,Salesforce
9541269,,PABLO SAMBAD,,,p_sambad@hotmail.com,,List import
11051634,Inactive Investor,Lauren Thompson,Director - Investments,Corient Seattle WA 925 4th Ave,lauren.thompson@corient.com,,Salesforce
10813919,Inactive Investor,Keith Andrus,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,keith.andrus@fidelity.com,,Salesforce
10850947,Inactive Investor,Eric Pepper,,"Ameritas Investment Company, LLC Northfield NJ 2300 New Rd",epepper@ameritas.com,,Salesforce
336812,,Christopher Rowe,"Chief Executive Officer, Chief Investment Officer",Rowe Wealth Management,chris@rowewealth.com,866-711-2836,Manual List Upload
9574613,,Adam Willets,,,adamwillets@gmail.com,,List import
10890413,Inactive Investor,Kae Schorling,,PFS Investments Inc. Wixom MI 28221 Beck Rd,kae.schorling@primerica.com,,Salesforce
10603742,,Ronald Sorenson,"Chief Executive Officer, Chief Investment Officer",Reaves Asset Management,rsorenson@whreaves.com,,List Import
11221175,,James Jacoby,,,jjacoby@crossmarkglobal.com,,List Import
10833607,Inactive Investor,Matthew Digennaro,,LPL Financial LLC Darien CT 320 Post Rd,matthew.digennaro@lpl.com,,Salesforce
212124,,Federico Natali,,[[Unknown]],fnatalibusiness@gmail.com,,Direct
10805195,Inactive Investor,Chukwuemeka Onyia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",chukwuemeka.onyia@ml.com,,Salesforce
10922733,Inactive Investor,Michael Shockley,,"Voya Financial Advisors, Inc. New Castle DE 10 Corporate Cir",mikeshockley@voyafa.com,,Salesforce
11070701,Inactive Investor,Mark Bertonazzi,,"TIAA-CREF Individual & Institutional Services, LLC Waltham MA 225 Wyman St",mbertonazzi@tiaa-cref.org,,Salesforce
9594691,,Antoine Aimar,,,aimar.antoine@gmail.com,,List import
9634114,,Gerhard Van Tonder,,,gerhardvantonder@gmail.com,,List import
11053853,Inactive Investor,Glenn Hansen,Financial Planner;Principal,"Osaic Wealth, Inc. Huntingdon Valley PA 2347 Huntingdon Pike",,,Salesforce
10799469,Inactive Investor,David Herman,,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,dherman@allianceg.com,,Salesforce
169531,,Piotr Zol,,[Unknown],pzolek@gmail.com,,
10777665,Inactive Investor,Robert Outtrim,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven CT 157 Church St",rob.outtrim@ml.com,,Salesforce
11148172,Inactive Investor,Adony Batista,Vice President,Morgan Stanley,adony.batista@morganstanley.com,,Salesforce
10804655,Inactive Investor,Anthony Rendon,,J.P. Morgan Securities LLC Brownsville TX 1475 Ruben M Torres Sr Blvd,anthony.a.rendon@jpmorgan.com,,Salesforce
11135526,Inactive Investor,Halley Hamburger,,NYLIFE Securities LLC Mandeville LA 830 W Causeway Approach,hbhamburger@ft.newyorklife.com,,Salesforce
11048365,Inactive Investor,William Sanders,,"LaSalle St Securities, L.L.C. New Orleans LA 1100 Poydras St",wsanders@lasallest.com,,Salesforce
10881455,Inactive Investor,Arron Olson,Financial Advisor,Edward Jones Minneapolis MN 8001 Hwy 7,arron.olson@edwardjones.com,,Salesforce
9582512,,Sharon Divine,,,sdivine@meritageportfolio.com,,List Import
10974417,Inactive Investor,Jeffrey Simes,,"Ascensus Broker Dealer Services, LLC Dresher PA 200 Dryden Rd E",,,Salesforce
11195302,Inactive Investor,Igor Zey,,"The Leaders Group, Inc. Tarzana CA 18801 Ventura Blvd",igor@leadersgroup.net,,Salesforce
10987367,Inactive Investor,Jeffrey Creer,,J.P. Morgan Securities LLC Lehi UT 1454 E Main St,jeffrey.creer@jpmorgan.com,,Salesforce
11150228,Inactive Investor,Helen Hairston,,UBS Financial Services Inc. Norfolk VA 440 Monticello Ave,anita.hairston@ubs.com,,Salesforce
9616845,,Ostadi live Taghizade,,,lolo13721372@gmail.com,,List import
10984921,Inactive Investor,Jian Ding,,State Farm VP Management Corp. Culver City CA 300 Corporate Pointe,,,Salesforce
10614181,,Andrew Sorger,Financial Advisor,,asorger@barnumfg.com,,List Import
10958356,Inactive Investor,Vincent Golino,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11110856,Inactive Investor,Mark Polack,,The Huntington Investment Company Empire MI 10210 W Front St,mark.polack@huntington.com,,Salesforce
11059951,Inactive Investor,Stephanie Martinez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11090675,Inactive Investor,Mirlen Hernandez,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
1003744,Inactive Investor,Bill Belleville,,William Belleville Jr,bill.belleville@gmail.com,917 447 7666,Paid Search
11084313,Inactive Investor,Brett Corsello,,"Kestra Investment Services, LLC Richmond VA 1802 Bayberry Ct",,,Salesforce
11027138,Inactive Investor,Charles Peterson,,"Equity Services, Inc. Wayne PA 150 N Radnor Chester Rd",cpeterson@nationallife.com,,Salesforce
11050718,Inactive Investor,Lyndon Westerberg,Executive Director,J.P. Morgan Securities LLC Fort Worth TX 420 Throckmorton St,lyndon.j.westerberg@jpmorgan.com,,Salesforce
352109,,Isaiah Fleischmann,Assistant Controller,Saw Mill Capital L.l.c.,ifleischmann@sawmillcapital.com,914-741-1300,Manual List Upload
10968003,Inactive Investor,Robert Hudson,Financial Advisor,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,robert_hudson@glic.com,,Salesforce
188075,,Viviana Guerra,,[Unknown],vivianafguerra@gmail.com,,
10975746,Inactive Investor,Nicholas Cassano,,"Tradier Brokerage, Inc. Itasca IL Private Residence",,,Salesforce
10682361,,Javier Galarza,,,galarzamailing@gmail.com,4133454888,Web Form Fillout
9570142,,David Barnard,,,davebarnard0@gmail.com,,List import
11209003,Inactive Investor,Jay Ovsak,,"Osaic Wealth, Inc. Breckenridge MN 720 5th St N",jayovsak@osaicwealth.com,,Salesforce
10861871,Inactive Investor,Robert Mante,,"Osaic Institutions, Inc. New York NY 10 E 14th St",,,Salesforce
10900402,Inactive Investor,Kevin Warman,Executive Vice President,Investment Management Corporation,,,Salesforce
10780371,Inactive Investor,Vladimir Marcel,,Goldman Sachs & Co.,vladimir.marcel@gs.com,,Salesforce
11011996,Inactive Investor,Jason Webster,,"MML Investors Services, LLC Huntersville NC 16501 Northcross Dr",,,Salesforce
9607740,,Tim Thomas,,,wheatclove@gmail.com,,List import
9542750,,comak Deniz,,,denizboy@hotmail.co.uk,,List import
56666,,Joseph Loss,Financial Planner,"Life Planning Partners, Inc.",jloss@lifeplanningpartners.com,904-448-5158,
11238462,Inactive Investor,Thomas Kahn,,Kahn Brothers Asset Management Corp,tkahn@kahnbrothers.com,,Salesforce
10823277,Inactive Investor,David Dormady,,"Osaic Wealth, Inc. Austin TX 2113 Shoalmont Dr",,,Salesforce
11117394,Inactive Investor,Michael Summers,,"World Capital Brokerage, Inc. York PA 105 Leaders Heights Rd",msummers@worldcapitalbrokerage.com,,Salesforce
11114219,Inactive Investor,Carrie Rodriguez,Financial Advisor,Edward Jones Rochester NY 97 Canal Landing Blvd,carrie.rodriguez@edwardjones.com,,Salesforce
11120216,Inactive Investor,Maria Devlin,President;Regulatory Contact,"DWD Portfolio Solutions, Inc.",mdevlin@dwdportfolios.com,,Salesforce
11040622,Inactive Investor,Edwin Murphy,,"Equity Services, Inc. Rocky Point NY Private Residence",murphy_edwin@nlvmail.com,,Salesforce
9581372,,Dean Carpenter,,,carpenterd@myavantax.com,,List import
10620047,,Mary Hanna,,,mhanna@greatbanctrust.com,,List Import
10549846,,Brian Chan,,,brian@folius.ventures,,Web Form Fillout
9547096,,Steven Mihalisko,,,stevenmihalisko@gmail.com,,List import
10761008,Inactive Investor,Philip Gorge,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",philip_gorge@ml.com,,Salesforce
11231065,Inactive Investor,Carson Amiral,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Rosa CA 90 S E St",,,Salesforce
10987999,Inactive Investor,Vatsal Patel,,NYLIFE Securities LLC Edison NJ 379 Thornall St,vpatel@eaglestrategies.com,,Salesforce
9638041,,Barry Reis,,,breis@jcfcleve.org,,List import
10884305,Inactive Investor,Ruben Fernandez,Partner;Wealth Management Advisor,"Meridian Wealth Management, LLC Tucson AZ 5210 E Williams Cir",rfernandez@meridianwealthllc.com,,Salesforce
11075896,Inactive Investor,Loren Olson,Chief Executive Officer;President,Retirement Resources Inc.,lolson@retirementresourcesinc.com,,Salesforce
11155748,Inactive Investor,Daniel McKay,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",daniel.mckay@ampf.com,,Salesforce
10948171,Inactive Investor,Michael Palumbo,Chief Executive Officer,Great Waters Financial,michael@mygreatwaters.com,,Salesforce
11073122,Inactive Investor,Colby Moneta,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Villanova PA 795 E Lancaster Ave,colby.d.moneta@jpmorgan.com,,Salesforce
9590382,,Paula Semelmacher,,,psemel@goodepartners.com,,List import
10848487,Inactive Investor,Eric Porter,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Pasadena CA 576 S Fair Oaks Ave,eric.porter@jpmorgan.com,,Salesforce
45552,,Michael Steenbock,,"J. W. Cole Advisors, Inc.",michael.steenbock@jwcemail.com,402-339-4800,
211456,,Caren Addis,Senior Researcher,Associacao Mais Vida,caren.addis@hotmail.com,,Content
10903215,Inactive Investor,Bob Thurber,,Cetera Investment Services LLC,,,Salesforce
10982506,Inactive Investor,Jayson Jaquess,,"Charles Schwab & Co., Inc. Houston TX 947 Gessner Rd",,,Salesforce
9569673,,Jordi Visser,,,jvisser@gweiss.com,,List import
204825,,Hank Peyser,,RBC,hank.peyser@gmail.com,(313) 590-4893,Paid Social
10954294,Inactive Investor,Jason Ajimine,,"B.B. Graham & Company, Inc.",,,Salesforce
9559589,,Phuong Nguyen,,,mseventeen@gmail.com,,List import
3811579,,Hamid Morshe shekarchi,,,h.shekarchi@gmail.com,,Web Form Fillout
9615077,,Andrea Dionne,,,andrdion@sbigroup.co.jp,,List import
10853804,Inactive Investor,Angie Dumler,Chief Compliance Officer;Member;Partner,Inlight Wealth,angie.dumler@inlightwealth.com,,Salesforce
11143390,Inactive Investor,Gregory Smarr,Chief Executive Officer;Owner;President,Smarr Financial Services Inc.,,,Salesforce
10868189,Inactive Investor,Brenton Schmidt,,Cetera Advisor Networks LLC Delano MN 127 Bridge Ave E,,,Salesforce
9554123,,Alan Hanzlik,,,ahanzlik@comcast.net,,List import
10925483,Inactive Investor,Michael Mazzeo,,Morgan Stanley,,,Salesforce
11031899,Inactive Investor,Eric Degrandpre,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11059570,Inactive Investor,Thomas Gardner,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,thomas.gardner@jpmorgan.com,,Salesforce
217667,,Ben Burns,,[[Unknown]],benjamin.burns09@gmail.com,,Database Upload
10774035,Inactive Investor,Edward Hughes,,Citigroup Global Markets Inc.,,,Salesforce
11254544,Inactive Investor,Malissa Worrell,,MWA Financial Services Inc. Lexington KY 1204 Winchester Rd,,,Salesforce
10905727,Inactive Investor,Michael Clayman,Advisory Team Leader;Wealth Advisor,"Buckingham Strategic Wealth, LLC Indianapolis IN 8555 River Rd",mclayman@bamadvisor.com,,Salesforce
11029671,Inactive Investor,Scott Meadows,,"The Leaders Group, Inc. Jacksonville FL 12724 Gran Bay Pkwy W",,,Salesforce
11032977,Inactive Investor,Jackson Tingler,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",jackson.tingler@nm.com,,Salesforce
9616730,,Abutharik N,,,abutharik2014@gmail.com,,List import
10777311,Inactive Investor,Adam Waitzman,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",adam.waitzman@nm.com,,Salesforce
10617852,,Stephen Pinaire,,,stephen_e_pinaire@ml.com,,List Import
10932427,Inactive Investor,Karl Crytser,,LPL Financial LLC Trenton NJ 2848 S Broad St,karl.crytser@lpl.com,,Salesforce
10830169,Inactive Investor,Oscar Cortes,,LPL Financial LLC Tempe AZ 1625 W Fountainhead Pkwy,oscar.cortes@lpl.com,,Salesforce
9634863,,Kirsten Meder,,,kirsten.meder@latticestrategies.com,,List import
11135761,Inactive Investor,Ryan Hagan,Financial Advisor,LPL Financial LLC Glen Ellyn IL 45 S Park Blvd,ryan.hagan@lpl.com,,Salesforce
10761618,Inactive Investor,Robert Frantz,Financial Advisor;Vice President,Morgan Stanley Washington DC 1775 I St NW,robert.frantz@morganstanley.com,,Salesforce
11190971,Inactive Investor,Dean Rock,Owner,"Matheson & Rock Wealth Management, LLC",dean.rock@beyer-co.com,,Salesforce
3205339,,Debby Lower,,,dtl94301@yahoo.com,,Web Form Fillout
218085,,Brian KARSCIG,,[Unknown],brianxiv@gmail.com,,
10888490,Inactive Investor,Jeffrey Davis,,Commonwealth Financial Network,jdavis@commonwealth.com,,Salesforce
10993123,Inactive Investor,Randy Rosario,,J.P. Morgan Securities LLC New York NY 35 E 72nd St,randy.rosario@jpmorgan.com,,Salesforce
25042,,Bobby Ashkenazi,Research Analyst,"SRS Investment Management, LLC",bobby.ashkenazi@srsfund.com,1-212-520-7913,Initial Salesforce Import
344889,,Sarah Bruce,"Founder, Chairman Emeritus",Hutchins Canning & Company Pa,sarahb@obxcpa.com,252-261-1040,Manual List Upload
10957882,Inactive Investor,Ricardo Moore,Financial Solutions Advisor,J.P. Morgan Securities LLC Los Angeles CA 5600 Wilshire Blvd,ricardo.moore@ml.com,,Salesforce
10954899,Inactive Investor,Jon-Paul Brown,,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",,,Salesforce
10939284,Inactive Investor,Juan Reyes,,Citigroup Global Markets Inc.,juan.reyes@citi.com,,Salesforce
11130785,Inactive Investor,William Mitchell,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,william.l.mitchell@jpmorgan.com,,Salesforce
9557193,,Clarke Holt,,,clarke@vickeryfinancial.com,,List import
11163530,Inactive Investor,Sandra Becks,Financial Planner,"Osaic FA, Inc. Berwyn PA 850 Cassatt Rd",sandra.becks@lfg.com,,Salesforce
9552972,,Majid Mahmood,,,majid.ge4@gmail.com,,List import
9626611,,Tim Watson,,,timothywatson84@gmail.com,,List import
11170470,Inactive Investor,Bradley Beimesche,,"Empower Financial Services, Inc Columbus OH 1212 Summit St",bradley.beimesche@empower.com,,Salesforce
10962201,Inactive Investor,Christopher Dyk,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",christopher.dyk@tiaa.org,,Salesforce
10868684,Inactive Investor,Joseph Roberts,Private Wealth Advisor,"Osaic FA, Inc. Baton Rouge LA 115 E Greens Dr",,,Salesforce
10853434,Inactive Investor,Kurt Imbus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11163120,Inactive Investor,Ike Elele,Financial Advisor,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",,,Salesforce
9543445,,Devin Ensing,Analyst,Fisher Investments,d.ensing@fi.com,,List import
11108262,Inactive Investor,Derick Grembi,First Vice President - Wealth Management;Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",derick.grembi@ml.com,,Salesforce
10992528,Inactive Investor,Sydney Colson,Portfolio Specialist,"Raymond James & Associates, Inc.",sydney.colson@raymondjames.com,,Salesforce
10817557,Inactive Investor,John Cullen,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville SC 35 W Court St",j.p.cullen@wellsfargoadvisors.com,,Salesforce
11129540,Inactive Investor,Jacob Mccomb,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11140100,Inactive Investor,Gregory Chidlaw,Principal,"Independent Financial Group, LLC San Rafael CA 1579 Lincoln Ave",,,Salesforce
9638404,,Theresa Richards,,,trichards@saugus-ma.gov,,List import
11177541,Inactive Investor,Matthew Hague,Chief Compliance Officer;President;Principal,Guide Wealth Management,,,Salesforce
10849939,Inactive Investor,Dominic Escamilla,,Country Capital Management Company Tucson AZ 4750 N Oracle Rd,dominic.escamilla@countryfinancial.com,,Salesforce
10927019,Inactive Investor,Trevor Schmidt,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10765881,Inactive Investor,Christina Cardone,Director - Corporate Client Group;Financial Advisor,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,christina.cardone@morganstanley.com,,Salesforce
11234522,Inactive Investor,Fernando Marin Pernia,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
9608939,,Amr Fouda,,,amr.fouda@gmail.com,,List import
118474,,David Quinlan,Private Wealth Advisor,Lincoln Financial Advisors Corporation,david.quinlan@lfg.com,732-623-2074,
36412,,Teressa Hackenmiller,"Financial Associate, Financial Representative",Thrivent Investment Management Inc.,teressa.hackenmiller@thrivent.com,319-826-4272,
9611876,,Michael Silbaugh,,,michael.silbaugh@raymondjames.com,,List import
10826582,Inactive Investor,Rodney Waterbury,,"CapFinancial Securities, LLC. Roseville CA 1410 Rocky Ridge Dr",,,Salesforce
10823847,Inactive Investor,Tyler Herron,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne PA 219 E Lancaster Ave",tyler.herron@ml.com,,Salesforce
11160411,Inactive Investor,Jeremy Baier,,State Farm VP Management Corp.,,,Salesforce
10946941,Inactive Investor,Mazal Yehezkely,,IDB Capital Corp. Miami FL 18851 NE 29th Ave,,,Salesforce
10957345,Inactive Investor,Gregoire Coudert,Vice President,UBS Financial Services Inc. Miami FL 550 Biltmore Way,gregoire.coudert@ubs.com,,Salesforce
10870179,Inactive Investor,Gregory Beck,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 2803 Freedom Dr",gregory.n.beck@wellsfargo.com,,Salesforce
10800295,Inactive Investor,Kenneth Sorensen,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley San Rafael CA 1101 5th Ave,erik.sorensen@morganstanley.com,,Salesforce
9546718,,Evan Kagan,,,evankagan@gmail.com,,List import
11075010,Inactive Investor,Merri Hall,Financial Advisor,"Wells Fargo Clearing Services, LLC Orchard Park NY 4370 S Taylor Rd",merricarol.hall@wellsfargoadvisors.com,,Salesforce
194307,,Matthew Gordon,Senior Wealth Advisor,"The Colony Group, LLC",mgordon@thecolonygroup.com,,
9648459,,Lawrence Chiu,,,lcmchiu@me.com,,List import
11186768,Inactive Investor,Hope Whitman,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,hope.whitman@fmr.com,,Salesforce
10955498,Inactive Investor,Andrew Maulding,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andrew_maulding@vanguard.com,,Salesforce
11107532,Inactive Investor,Ashley Kirk,Administrator;Chief Compliance Officer,Rudney Associates,,,Salesforce
11193575,Inactive Investor,Brian Hunsberger,Financial Advisor,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",brian.hunsberger@wellsfargo.com,,Salesforce
10808884,Inactive Investor,Richard Stolar,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",richard.stolar@wellsfargo.com,,Salesforce
150317,,Megan Stanojev,,[Unknown],mstanojev@gmail.com,,Webinar
10494188,,David Pennella,MD,GTS,dpennella@gtsx.com,,List Import
10954884,Inactive Investor,Kathryn West,,PFS Investments Inc. San Antonio TX 15050 Jones Maltsberger Rd,kathryn.west@primerica.com,,Salesforce
10755808,Inactive Investor,Jeffrey Hays,Vice President - Investments,"Raymond James & Associates, Inc. Chandler AZ 1490 S Price Rd",jeffrey.hays@raymondjames.com,,Salesforce
9615129,,Japa Holder,,,japaholder@gmail.com,,List import
11204281,Inactive Investor,Peter Carril,Founder;Founding Partner;General Partner;Member,"Patton Hall, LLC",,,Salesforce
332698,,Debra Carter,,TBD,debbiecarter@baypointadvisors.com,7074794260,
11135510,Inactive Investor,Marianela Thula,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,mthula@ft.newyorklife.com,,Salesforce
336087,,Marshall Burke,Consultant,"Prime Capital Investment Advisors, Llc",mburke@qualifiedplanadvisors.com,800-493-6226,Manual List Upload
11019352,Inactive Investor,Jacob Mcdonough,Chief Compliance Officer;Founder;Member;Portfolio Manager,McDonough Investments LLC,jacob@mcdonough-investments.com,,Salesforce
10964161,Inactive Investor,Pontus Cavefors Svensson,Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11040265,Inactive Investor,Johnny Deforest,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",jj.deforest@ml.com,,Salesforce
11198369,Inactive Investor,Linda Grosch,,"Northern Trust Securities, Inc. Phoenix AZ 2398 E Camelback Rd",grosch.linda@ntrs.com,,Salesforce
11062389,Inactive Investor,Richard Parry,Chief Investment Officer;Member;President;Trustee,"Tom Johnson Investment Management, LLC Oklahoma City OK 204 N Robinson Ave",rparry@tjim.com,,Salesforce
10919326,Inactive Investor,Vance Gustafson,,"Western International Securities, Inc. San Diego CA 701 B St",,,Salesforce
10885054,Inactive Investor,Jose Maria Farres Martinez,,Citigroup Global Markets Inc.,,,Salesforce
10769320,Inactive Investor,Bryan Brumund,,Fidelity Brokerage Services LLC Portland OR 7493 SW Bridgeport Rd,bryan.brumund@fmr.com,,Salesforce
10936487,Inactive Investor,Frederick Lowe,Financial Advisor,LPL Financial LLC Hammondsport NY Private Residence,rick.lowe@lpl.com,,Salesforce
373544,,Kenneth Sawyer,,[Unknown],kwsawyer@hotmail.com,,source
10921495,Inactive Investor,Richard Lesser,,Independent Brokerage Solutions LLC,,,Salesforce
346886,,David Williams,,"Oda And Company, Inc.",david.williams@lpl.com,330-725-8911,Manual List Upload
11152665,Inactive Investor,Ashley Navarre,Financial Advisor,"Centaurus Financial, Inc. Lake Charles LA 625 W College St",,,Salesforce
10809451,Inactive Investor,Robert Godown,Financial Advisor;First Vice President,Morgan Stanley Easton PA 101 Larry Holmes Dr,robert.l.godown@morganstanley.com,,Salesforce
9592473,,Christian Afif,,,christianafif@gmail.com,,List import
10786625,Inactive Investor,Sean Millington,,J.P. Morgan Securities LLC Austin TX 405 Colorado St,sean.t.millington@jpmorgan.com,,Salesforce
11117092,Inactive Investor,Nathan Loren,,State Farm VP Management Corp. Washougal WA 1803 E St,,,Salesforce
11075183,Inactive Investor,Jontue Long,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",jontue.long@ml.com,,Salesforce
10757893,Inactive Investor,Jon Brausch,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Cleveland OH 200 Public Sq,jbrausch@rwbaird.com,,Salesforce
9647882,,richard carnes,,,richardg.carnes@gmail.com,,List import
9578416,,Paul Eisma,,,pauleisma@gmail.com,,List import
11013304,Inactive Investor,Pierina Araujo,,J.P. Morgan Securities LLC Dacula GA 535 Dacula Rd,pierina.araujo@jpmorgan.com,,Salesforce
10816914,Inactive Investor,Steve Lyons,Analyst;Partner;Portfolio Manager,"Cooke & Bieler, L.P.",slyons@cooke-bieler.com,,Salesforce
9566603,,James Vernillo,,,jvernillo06@gmail.com,,List import
9625671,,Evander Chen,,,evanders@qq.com,,List import
11113483,Inactive Investor,Jacquelyn Wiggs,,"Truist Investment Services, Inc. Raleigh NC 3605 Glenwood Ave",jwiggs@truist.com,,Salesforce
11021561,Inactive Investor,Hannah Bapst,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
3380915,,Melissa Ness,,,thisfurn@gmail.com,,Web Form Fillout
9584705,,Alexander Joseph,,,ajoseph@hazardsiegel.com,,List import
9599388,,Jeff Kovick,,,jkovick@centergatecapital.com,,List import
10877456,Inactive Investor,Matthew Benson,Chief Compliance Officer;Managing Member;Owner,Sonmore Financial LLC,mbenson@sonmorefinancial.com,,Salesforce
11198429,Inactive Investor,Alfredo Felicella,Principal,Cypress Lane Advisors,alfredo@cypresslaneadvisors.com,,Salesforce
339804,,Laura Arnold,"CFO, CCO",Flat Footed Llc,laura@flatfootedllc.com,917-439-7926,Manual List Upload
11179458,Inactive Investor,Angela Render,Financial Planning Specialist;Wealth Management Analyst,Morgan Stanley Walnut Creek CA 1333 N California Blvd,angela.j.wong@morganstanley.com,,Salesforce
9558778,,kendall jones,,,kexuscorp@yahoo.com,,List import
11077104,Inactive Investor,Amanda Swick,,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",amanda.swick@raymondjames.com,,Salesforce
11151391,Inactive Investor,Kevin Belshaw,,United Planners' Financial Services of America A Limited Partner Hunt Valley MD 11350 McCormick Rd,kdbelshaw@unitedplanners.com,,Salesforce
10984375,Inactive Investor,Alces Scotland,,J.P. Morgan Securities LLC Cape Coral FL 1615 Del Prado Blvd S,alces.c.scotland@chase.com,,Salesforce
10908212,Inactive Investor,Mazen Abuna,,"Northwestern Mutual Investment Services, LLC Dearborn MI 835 Mason St",mazen.abunasr@nm.com,,Salesforce
10909362,Inactive Investor,Rochelle Forrest,,"Avantax Investment Services, Inc. Longmeadow MA 44 Canterbury Ln",,,Salesforce
97758,,Gary Oliver,Financial Consultant,Thrivent Investment Management Inc.,gary.oliver@thrivent.com,507-235-9877,
10928685,Inactive Investor,Tony Choi,,LPL Financial LLC Fort Wayne IN 10470 Maysville Rd,tony.choi@lpl.com,,Salesforce
10810428,Inactive Investor,Michelle Gilly,,"RBC Capital Markets, LLC Denver CO 1801 California St",michelle.gilly@rbc.com,,Salesforce
10870864,Inactive Investor,Stacey Stelter,Director - Client Services;Founder,TruMix Advisors,stacey@trumixadvisors.com,,Salesforce
10940612,Inactive Investor,Paul Fegan,Chief Compliance Officer;Managing Partner,Navis Wealth Advisors LLC,paul@naviswealth.com,,Salesforce
805,,,,,iii01vs@vadesecureseed.onmicrosoft.com,,
11153677,Inactive Investor,Kevin Duffy,Financial Advisor,AW Securities,,,Salesforce
11088335,Inactive Investor,Jocelyn Wyrick,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11152497,Inactive Investor,Dexter Tiell,,"Osaic Wealth, Inc. Bascom OH 5941 W Tiffin St",,,Salesforce
11043888,Inactive Investor,John McDonald,,NYLIFE Securities LLC Saint Augustine FL Private Residence,jfmcdonald@ft.newyorklife.com,,Salesforce
10938671,Inactive Investor,Henry Hasty,Chief Compliance Officer;Managing Member,Idle Hill Advisors LLC,pate@idlehill.capital,,Salesforce
11090911,Inactive Investor,Henry Shores,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",hoppy.shores@ampf.com,,Salesforce
11185368,Inactive Investor,Ricardo Lima,,"Concurrent Investment Advisors, LLC Dallas TX 12240 Inwood Rd",rlima@poweredbyconcurrent.com,,Salesforce
9582805,,Colby Murphy,,,colby.murphy@suntrust.com,,List import
11027465,Inactive Investor,Brenton Harting,,"CUSO Financial Services, L.P. Spokane WA 207 E Hastings Rd",,,Salesforce
11050710,Inactive Investor,Myles Shapiro,,J.P. Morgan Securities LLC Lakewood NJ 1700 Madison Ave,myles.shapiro@chase.com,,Salesforce
10843572,Inactive Investor,James Ridley,,"Cambridge Investment Research, Inc. Sevierville TN 226 Prince St",,,Salesforce
9415757,,Dan Prislin,,The Daniel and Joelle Prislin Family Trust,djpriz3@gmail.com,,List Import
10849792,Inactive Investor,Hollie Katz,,LPL Financial LLC Raleigh NC 3700 Glenwood Ave,hollie.katz@lplfinancial.com,,Salesforce
11002896,Inactive Investor,Shawn Mangum,Case Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
11056529,Inactive Investor,Josiah Williams,,PFS Investments Inc. York PA 4185 W Market St,,,Salesforce
9557605,,Amy Miller,,,amiller@pcgct.com,,List import
10994507,Inactive Investor,Onize Fuentes,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",onize.fuentes@robinhood.com,,Salesforce
226609,, -,,[[Unknown]],a.elian@bluerock.ro,,Initial Salesforce Import
1003206,Inactive Investor,Spencer Neumann,,Netflix,spenceneumann@gmail.com,,3rd Party Lead Gen
11115216,Inactive Investor,Christopher Jewell,Financial Advisor,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",chris.jewell@wellsfargo.com,,Salesforce
10903693,Inactive Investor,Jessica Bokhart,Managing Partner;Partner;Regulatory Contact;Senior Financial Planner,"Market Street Wealth Management Advisors, LLC",jessicab@mswma.com,,Salesforce
11099480,Inactive Investor,Bradley Gummow,Financial Advisor,"Wells Fargo Clearing Services, LLC Rockford IL 6801 Spring Creek Rd",bradley.gummow@wellsfargoadvisors.com,,Salesforce
9637970,,Henry Perkowski,,,hp2125@columbia.edu,,List import
11080615,Inactive Investor,Teresa Zajac,,"Equitable Advisors, LLC Paoli PA 1800 E Lancaster Ave",teresa.zajac@equitable.com,,Salesforce
10963091,Inactive Investor,Kevin Teague,,Wealthfront Brokerage LLC,kevin@wealthfront.com,,Salesforce
11094119,Inactive Investor,Jeffrey Long,,Thrivent Investment Management Inc. North Port FL Private Residence,jeff.long@thrivent.com,,Salesforce
10835298,Inactive Investor,Martin Adams,Financial Advisor,PlanMember Securities Corporation Birmingham AL 1976 Gadsden Hwy,madams@planmembersec.com,,Salesforce
2645885,,Drew Nordgren,,,drew.nordgren@gmail.com,,
11035059,Inactive Investor,Jaron Payne,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,jmpayne01@ft.newyorklife.com,,Salesforce
2565710,,Raymal Raymal,,,raymalr64@gmail.com,,
11208602,Inactive Investor,James Threlkeld,Chief Compliance Officer;Managing Partner;Member;Partner,"Summit Financial Group, LLC",athrelkeld@haynesmoore.com,,Salesforce
10878402,Inactive Investor,Kelen Crossland,Consultant,"Wells Fargo Clearing Services, LLC",kelen.crossland@wellsfargoadvisors.com,,Salesforce
11020148,Inactive Investor,Kelly Coe,,J.P. Morgan Securities LLC Joliet IL 2222 Essington Rd,,,Salesforce
10887765,Inactive Investor,John Dragonas,Financial Professional,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
11066171,Inactive Investor,Linda Dimichele,Senior Registered Associate,Morgan Stanley Philadelphia PA 1650 Market St,linda.a.dimichele@morganstanley.com,,Salesforce
9604738,,Jonah Bookman,,,jbookman48@gmail.com,,List import
10612679,,Eric Leimgruber,Financial Advisor,,eric.w.leimgruber@ampf.com,,List Import
11057425,Inactive Investor,James Nuanez,,United Planners' Financial Services of America A Limited Partner San Diego CA 1450 Harbor Island Dr,snuanez@unitedplanners.com,,Salesforce
10794225,Inactive Investor,Carl Stuart,Chief Compliance Officer;President,"Carl Stuart Investment Advisor, Inc.",carl@carl-stuart.com,,Salesforce
11182414,Inactive Investor,Bruce Hearon,Chief Compliance Officer;Chief Executive Officer;Operating Manager;President,"Hearon Advisory Group, LLC Sarasota FL 1990 Main St",bhearon@hearonadvisorygroup.com,,Salesforce
9595189,,J Weinstein,,,jdweinstein@utexas.edu,,List import
9600292,,David Adlerstein,,,dmadlerstein@wlrk.com,,List import
9561846,,Tim -,,,tqlb22@gmail.com,,List import
9597165,,Sheri Lejman,,,slejman@cfiemail.com,,List import
10795133,Inactive Investor,Gregory Raue,Financial Advisor,LPL Financial LLC Tarrytown NY 120 White Plains Rd,gregory.raue@lpl.com,,Salesforce
10765652,Inactive Investor,Michael Jacobs,Consultant,"Wells Fargo Clearing Services, LLC Denver CO 1700 N Lincoln St",michael.jacobs1@wellsfargo.com,,Salesforce
10792829,Inactive Investor,James Riley,Owner,PFS Investments Inc. Newport News VA 733 Thimble Shoals Blvd,james.riley@primerica.com,,Salesforce
9570180,,Gregory Borenstein,,,borenstein@ellington.com,,List import
11091957,Inactive Investor,Kimberly Spence,,J.P. Morgan Securities LLC Ventura CA 2075 S Victoria Ave,kimberly.spence@jpmorgan.com,,Salesforce
10842635,Inactive Investor,Jeffrey Roumfort,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",jeffrey.roumfort@wellsfargoadvisors.com,,Salesforce
11059898,Inactive Investor,Timothy Street,,J.P. Morgan Securities LLC Scottsdale AZ 8737 E Pinnacle Peak Rd,timothy.street@jpmorgan.com,,Salesforce
9543229,,Aditya Gandhi,,,adityagandhi@berkeley.edu,,List import
10811285,Inactive Investor,Donald Wilber,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,don.wilber@morganstanley.com,,Salesforce
234879,, -,,[[Unknown]],garygeiger@yahoo.com,,
11058292,Inactive Investor,Peter Loiler,Financial Advisor,Edward Jones Winterset IA 1217 N 6th Ave,peter.loiler@edwardjones.com,,Salesforce
10764223,Inactive Investor,Dianna Rogers,Financial Advisor;Senior Client Associate,"Wells Fargo Clearing Services, LLC Spartanburg SC 340 E Main St",dianna.rogers@wellsfargoadvisors.com,,Salesforce
217833,,Sara Ruotsala,Wealth Manager,Goldman Sachs Personal Financial Management,sara.ruotsala@unitedcp.com,,
335402,,Marnie Maciariello,Vice President,"K2/d&s Management Co., L.l.c.",marnie.maciariello@franklintempleton.com,203-348-5252,Manual List Upload
10844798,Inactive Investor,jon porter,Chief Executive Officer;Managing Member;Regulatory Contact,Three Bell Capital LLC,jon@three-bell.com,,Salesforce
10661743,,Daniel Basinger,,,dan.basinger@victorywealthmanagement.com,,List Import
11098675,Inactive Investor,Hernesto Gamino,Financial Advisor,Edward Jones Dundee IL 1983 Huntley Rd,hernesto.gamino@edwardjones.com,,Salesforce
11204092,Inactive Investor,Jessica Schafer,Principal,"J.P. King Advisors, Inc.",jschafer@jpkingadvisors.com,,Salesforce
9624858,,Stephen maina,,,stephenmaina454@gmail.com,,List import
10948592,Inactive Investor,Jeffrey McDermott,Chief Compliance Officer;Chief Executive Officer;Founder;Owner,Create Wealth Financial Planning LLC,,,Salesforce
10994826,Inactive Investor,Martin Ruiz,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11023422,Inactive Investor,Brian Casey,,NYLIFE Securities LLC Buffalo NY 14 Lafayette Sq,bcasey@ft.newyorklife.com,,Salesforce
11021870,Inactive Investor,Thomas Wilson,,Park Avenue Securities LLC Cincinnati OH 419 Plum St,patrick_wilson@glic.com,,Salesforce
10918790,Inactive Investor,David Mccaman,,"Cambridge Investment Research, Inc. San Jose CA 2570 N 1st St",,,Salesforce
11078812,Inactive Investor,Anthony Blankenship,,"Raymond James Financial Services, Inc. Johnson City TN 3028 Peoples St",todd.blankenship@raymondjames.com,,Salesforce
9644408,,?? ?,,,1152206712@qq.com,,List import
11167474,Inactive Investor,Tina Arpaia-Mccann,Authorized Officer;Relationship Manager;Senior Wealth Strategy Associate,UBS Financial Services Inc. Gainesville FL 4313 NW 8th Ave,tina.mccann@ubs.com,,Salesforce
10936020,Inactive Investor,Emily Dunford,Senior Client Advisor,Ballentine Partners Wolfeboro NH 15 N Main St,edunford@ballentinepartners.com,,Salesforce
10991057,Inactive Investor,Laura Gedge,Senior Client Service Associate,"Raymond James & Associates, Inc. Frisco TX 6303 Cowboys Way",laura.gedge@raymondjames.com,,Salesforce
11212302,Inactive Investor,Justin Guillory,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9605251,,Anthony Venturino,,,aventurino@federatedinv.com,,List import
10948163,Inactive Investor,Matthew Henderson,Financial Advisor,Edward Jones Battle Ground WA 1908 NW 1st Way,,,Salesforce
11231818,Inactive Investor,Giavana Hanna,,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,giavana.hanna@ubs.com,,Salesforce
11195655,Inactive Investor,Michael Hutto,,"Osaic Wealth, Inc. Carmel IN 11611 N Meridian St",mhutto@royalallianceadvisors.com,,Salesforce
10823737,Inactive Investor,Brian Filinger,,"FBL Marketing Services, LLC Emporia KS 1015 Industrial Rd",brian.filinger@fbfs.com,,Salesforce
10487784,,Tara Blair,,Eagle Strategies LLC,20tblair@ft.newyorklife.com,,List Import
145694,,John Doe,,[Unknown],basilugbomoiko@yahoo.com,,Organic Search
351845,,Greg Morzano,"Co?Founder, Managing Partner","Old Ironsides Energy, Llc",gmorzano@oldironsidesenergy.com,617-366-2030,Manual List Upload
11127065,Inactive Investor,Christopher Foster,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",chris.foster@ml.com,,Salesforce
11175555,Inactive Investor,William Bernstein,Partner;Principal,Efficient Frontier Advisors LLC Portland OR 2445 NW Westover Rd,wb@efficientfrontier.com,,Salesforce
11206701,Inactive Investor,Lucas Harris,Financial Planning Consultant,"Raymond James & Associates, Inc. Leawood KS 11551 Ash St",lucas.harris@raymondjames.com,,Salesforce
11169101,Inactive Investor,Matthew Rea,Branch Manager;Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",mrea@ampf.com,,Salesforce
10945990,Inactive Investor,Roxanne Spencer,,Stephens Memphis TN 6075 Poplar Ave,rspencer@stephens.com,,Salesforce
10836453,Inactive Investor,Brian Roche,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",brian.r.roche@ml.com,,Salesforce
10766138,Inactive Investor,Jared Sweitzer,Investment Advisor Representative,Commonwealth Financial Network Phoenix AZ 2720 E Camelback Rd,jsweitzer@commonwealth.com,,Salesforce
10989543,Inactive Investor,Anastasia Surmava,Financial Advisor,"MML Investors Services, LLC Burlington VT 65 Main St",asurmava@financialguide.com,,Salesforce
10750379,Inactive Investor,Hector Blancovitch,,PFS Investments Inc. Mayaguez 101 Mendez Vigo W,,,Salesforce
11111114,Inactive Investor,Richard Rodman,Investment Advisor Representative,IAM Advisory LLC Scotch Plains NJ Private Residence,rrodman@iamadvisoryllc.com,,Salesforce
11185856,Inactive Investor,Zach Mineur,Chief Investment Officer;Co-Founder;Regulatory Contact;Wealth Advisor,"Independence Square Holdings, LLC",zmineur@indsquare.com,610-520-1500 x 157,Salesforce
11237177,Inactive Investor,Chris Rett,Financial Advisor;Senior Advisor,"Modern Wealth Management, LLC",chris.rett@modwm.com,,Salesforce
11163310,Inactive Investor,Prent Houck,,LPL Financial LLC Pasco WA Private Residence,prent.houck@lpl.com,,Salesforce
10955821,Inactive Investor,Mitchell Vail,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10815543,Inactive Investor,Leonard Anshelevich,Financial Advisor,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",len.anshelevich@wellsfargoadvisors.com,,Salesforce
10784558,Inactive Investor,Clifford Hickerson,Financial Advisor,"Wells Fargo Clearing Services, LLC Englewood CO 5613 DTC Pkwy",cliff.hickerson@wellsfargoadvisors.com,,Salesforce
11074760,Inactive Investor,Connor Harmer,,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",connor.harmer@equitable.com,,Salesforce
11055083,Inactive Investor,Barth Frank,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,barth.frank@us.hsbc.com,,Salesforce
10830092,Inactive Investor,Tammy Blair,Senior Client Advisor;Senior Vice President,Arvest Wealth Management Tulsa OK 2799 E 91st St,tblair@arvest.com,,Salesforce
9550138,,Jatin Patel,,,jatin.patel@citadel.com,,List import
10798749,Inactive Investor,Richard Davis,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",r.s.davis@ampf.com,,Salesforce
10947441,Inactive Investor,Shawna Beltz,Financial Advisor,LPL Financial LLC Hutchinson KS 1701 Landon St,shawna.beltz@lpl.com,,Salesforce
9605950,,Sam Wesley,,,swes63@gmail.com,,List import
10954852,Inactive Investor,Brandon Grizzle,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",brandon.grizzle@tiaa.org,,Salesforce
10786493,Inactive Investor,Lisa Hanline,,"Raymond James Financial Services, Inc. Charlotte NC 11016 Rushmore Dr",,,Salesforce
3931398,,charles mendes,,,charlesbarbacena@hotmail.com,,Web Form Fillout
46278,,Michael Sundsmo,Financial Consultant,Thrivent Investment Management Inc.,michael.sundsmo@thrivent.com,763-422-5090,
9582850,,Herbert Scruggs,,,scruggs@cynosuregroup.com,,List import
10530957,,Oliver Zerhusen,,,ozerhusen@gmail.com,,Web Form Fillout
9639496,,Warren Zaccaro,,,warren.zaccaro@securian.com,,List import
9625657,,jackie chie,,,13124233@qq.com,,List import
10999873,Inactive Investor,Thomas Feist,,"Farmers Financial Solutions, LLC Woodland Park CO 400 W Midland Ave",tfeist@farmersagent.com,,Salesforce
9628909,,Teddy Danos Folse,,,danostdanos@gmail.com,,List import
9606431,,Thomas Skrobr,,,tltskrobe@mac.com,,List import
92180,,Caron Whitlach,Financial Associate,Thrivent Investment Management Inc.,amy.whitlach@thrivent.com,772-408-0771,
10771783,Inactive Investor,Matthew Wukitsch,Senior Financial Associate,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,matthew.wukitsch@opco.com,,Salesforce
10859602,Inactive Investor,Scott Flood,,"Cambridge Investment Research, Inc. Scarsdale NY 700 Post Rd",scott.flood@cambridgesecure.com,,Salesforce
10753334,Inactive Investor,Matthew Mieske,,LPL Financial LLC Freeland MI 10344 Thor Dr,,,Salesforce
11088087,Inactive Investor,Gregory Forsythe,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Principal,"Forsythe Wealth Management, Inc.",,,Salesforce
10658066,,Candace Van De Voorde,,,candace.vandevoorde@lpl.com,,List Import
10400970,,Anetha Peterson,,,anetha63@gmail.com,,Web Form Fillout
11197237,Inactive Investor,Morgan Laffitte,Financial Planner,"Pruco Securities, LLC. Tallahassee FL 281 Pinewood Dr",trey.laffitte@prudential.com,,Salesforce
339275,,Dustin Tondre,"Managing Member, Managing Partner, Regulatory Contact",TL Private Wealth,dustin@tlwealth.com,682-831-1048,Manual List Upload
9641377,,Anshu Sharma,,,aryan.rocks89@gmail.com,,List import
11086606,Inactive Investor,Carlos Alvarado,,"Equitable Advisors, LLC Ponce PR 606 Ave Tito Castro",carlos.goicochea@equitable.com,,Salesforce
9641095,,Coin Geek,,,coingeek22@gmail.com,,List import
11129180,Inactive Investor,Laurence Lutvak,Financial Advisor,Edward Jones New Bedford MA 700 Pleasant St,laurence.lutvak@edwardjones.com,,Salesforce
9589921,,Gregory Starikovsky,,,gregory.starikovsky@gmail.com,,List import
10981312,Inactive Investor,Kimthanh Pham,,J.P. Morgan Securities LLC La Mesa CA 5505 Grossmont Center Dr,kimthanh.pham@chase.com,,Salesforce
10810037,Inactive Investor,Joseph Duke,Chief Compliance Officer;Owner,Duke Financial Services,,,Salesforce
9632338,,Wil Dedmon,,,wil.dedmon@regions.com,,List import
9544188,,Ayaz Abhuani,,,ayazabhuani@gmail.com,,List import
224176,,Frank A,,[Unknown],ansahfrancco@gmail.com,,Organic Search
9631972,,Armin Aarabi,,,a.shinoda56@gmail.com,,List import
11123760,Inactive Investor,Kevin Osterberger,Financial Advisor,"Ameriprise Financial Services, LLC Boca Raton FL 2700 N Military Trl",kevin.osterberger@ampf.com,,Salesforce
11095147,Inactive Investor,Robert Reier,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",robert.reier@ml.com,,Salesforce
11123203,Inactive Investor,Luke Grumhaus,,Stephens Chicago IL 191 N Wacker Dr,lgrumhaus@stephens.com,,Salesforce
10793637,Inactive Investor,John Neff,Chief Executive Officer;Chief Investment Officer;Partner;Trustee,"Akre Capital Management, LLC",jneff@akrecapital.com,,Salesforce
332640,,Ramsay Nuwayhid,,TBD,rpn102@aol.com,2566832473,
3949182,,Gary Shades,,,garyshades@proton.me,,Web Form Fillout
10658820,,Peter Hudepohl,,,phudepohl@americanportfolios.com,,List Import
10984028,Inactive Investor,Jorge Louro,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",jorge.louro@empower.com,,Salesforce
9556396,,James Goolsby,,,jimmy.goolsby@suntrust.com,,List import
10936013,Inactive Investor,Francisco Hermosilla,,Citigroup Global Markets Inc. Miami FL 1190 S Dixie Hwy,,,Salesforce
10662069,,Alfred Mattaliano,,,mattaliano@rockislandcapital.com,,List Import
7395522,,RaNa Shahzad,,,ranashahzadamin99@gmail.com,,Web Form Fillout
10922031,Inactive Investor,Lindsay Strange,,"Raymond James Financial Services, Inc. Tyler TX 3300 S Broadway Ave",lindsay.strange@raymondjames.com,,Salesforce
10975139,Inactive Investor,Darren Hayes,,"Farmers Financial Solutions, LLC Whitney TX 116 W Jefferson Ave",dhayes2@farmersagent.com,,Salesforce
10778707,Inactive Investor,Donald Ripley,,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",don.j.ripley@wellsfargoadvisors.com,,Salesforce
10855990,Inactive Investor,Michael McMahon,Financial Advisor,LPL Financial LLC Warren OH 4611 Mahoning Ave NW,mike.mcmahon@lpl.com,,Salesforce
11123699,Inactive Investor,Mandy Rofe,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",mandy_rofe@ml.com,,Salesforce
11119296,Inactive Investor,James Gardner,,State Farm VP Management Corp. Hellertown PA 1057 Main St,jim.gardner.f214@statefarm.com,,Salesforce
11098747,Inactive Investor,Thatcher Martin,Managing Partner,Spree Capital Advisers Darien CT 30 Old Kings Hwy S,,,Salesforce
10907779,Inactive Investor,Sarah Allen,,J.P. Morgan Securities LLC Dayton OH 6130 Chambersburg Rd,sarah.l.allen@jpmorgan.com,,Salesforce
10849467,Inactive Investor,Kent Hunter,Financial Advisor,"Ameriprise Financial Services, LLC Fort Smith AR 3101 Free Ferry Rd",bo.hunter@ampf.com,,Salesforce
11238733,,William Clifford,,,wclifford@oberlandcapital.com,,Salesforce
11220340,,Kenneth Murray,,,kmurray@financialnortheastern.com,,Other
11117206,Inactive Investor,Steven LaBanca,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",steven_labanca@ml.com,,Salesforce
9541037,,Ryan Lucken,,,ryan.d.lucken@gmail.com,,List import
10916679,Inactive Investor,Donald Droegemueller,Chief Compliance Officer;President,"Peak Financial Consulting, Inc.",donald.droegemueller@peakfinancialconsulting.com,,Salesforce
10644157,,Jeffry Livingston,,,jlivingston@regalsecurities.com,,List Import
11155605,Inactive Investor,Bonnie Wang,,Park Avenue Securities LLC Flushing NY 13620 38th Ave,bonnie_wang@glic.com,,Salesforce
11149583,Inactive Investor,William O'Donovan,,"Northwestern Mutual Investment Services, LLC San Diego CA 9915 Mira Mesa Blvd",william.odonovan@nm.com,,Salesforce
11060660,Inactive Investor,Charles Morris,,"Osaic Wealth, Inc. Fayetteville NC 4200 Morganton Rd",,,Salesforce
231342,,Craig Riley,,[[Unknown]],craig.a.riley.1@gmail.com,,Direct
10810591,Inactive Investor,Michael Dean,Operations Manager;Operations Team Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10988034,Inactive Investor,Chen-Chun Chen,,"MML Investors Services, LLC Flushing NY 4160 Main St",chenchunchen@financialguide.com,,Salesforce
10774659,Inactive Investor,Matthew Mckenzie,Financial Advisor,Morgan Stanley Newtown Square PA 3803 W Chester Pike,,,Salesforce
11175009,Inactive Investor,Joshua Miller,,"Cambridge Investment Research, Inc. Fort Lauderdale FL 12 SE 7th St",,,Salesforce
10950813,Inactive Investor,William Fox,Financial Advisor,McAdam LLC,william.fox@mcadamfa.com,,Salesforce
52388,,Keith Mensendiek,Financial Associate,Thrivent Investment Management Inc.,keith.mensendiek@thrivent.com,812-519-3479,
11232563,Inactive Investor,Armando Mejia,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 550 S 4th St",,,Salesforce
9597592,,Matthew Huggins,,,matt.huggins@southernwealth.com,,List Import
11229138,Inactive Investor,Mark Aleynick,,Goldman Sachs & Co.,,,Salesforce
10838448,Inactive Investor,Lesley Owens,,State Farm VP Management Corp. Roanoke VA 8202A Williamson Rd,,,Salesforce
9626536,,Godswill Ejiogu,,,godswill12@live.co.uk,,List import
236526,, -,,[[Unknown]],lawilliams@janney.com,,Organic Search
9554092,,Tyler Cannizzaro,,,tylerjoseph89@aol.com,,List import
10893139,Inactive Investor,Andrew Altieri,,Fidelity Brokerage Services LLC Albany NY 59 Wolf Rd,andrew.altieri@fmr.com,,Salesforce
9621932,,Gerald Deters,,,gerald.deters@irco.com,,List import
10955272,Inactive Investor,Bridget Bergman,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11255076,Inactive Investor,Robert Hiltz,Financial Advisor,"Lewis Financial, LLC",,,Salesforce
10846843,Inactive Investor,Bernardo Gomes Da Silva Matos,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,bernardo.gomesdasilvamatos@us.hsbc.com,,Salesforce
10916630,Inactive Investor,Matthew Carr,Chief Compliance Officer;Co-Founder;President,QCI Partners LLC,,,Salesforce
10844641,Inactive Investor,Carolyn Paldino,Chief Compliance Officer;Owner;President,Conifer Investments Ltd West Hartford CT 61 S Main St,info@conifer.net,,Salesforce
9596205,,Brian Hale,,,austin@hale.biz,,List import
10656420,,Kristin Reilly,,,reillyk@nationwide.com,,List Import
10809640,Inactive Investor,Michael Bohmer,,LPL Financial LLC Cincinnati OH 9360 Montgomery Rd,michael.bohmer@lpl.com,,Salesforce
5420216,,Individual Investor,,,xiri@protonmail.com,88888888,Web Form Fillout
11127762,Inactive Investor,John Strollo,,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",john.strollo@equitable.com,,Salesforce
10970433,Inactive Investor,Sean Mccoy,,"Equitable Advisors, LLC Broadview Heights OH 40 Eagle Valley Ct",sean.mccoy@equitable.com,,Salesforce
11065859,Inactive Investor,Caleigh Jacobs,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
10983921,Inactive Investor,Margarita Salm,,"Frost Brokerage Services, Inc.",margarita.salm@frostbank.com,,Salesforce
10763716,Inactive Investor,Robert Herbik,,Morgan Stanley New York NY 1 Penn Plz,bob.herbik@morganstanley.com,,Salesforce
7086274,,swe fdgd,,,jitoh71674@gpipes.com,,Web Form Fillout
10825470,Inactive Investor,Jay Appel,Associate Wealth Management Advisor;Director;Financial Advisor,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",jay.appel@nm.com,,Salesforce
10895571,Inactive Investor,Anthony Rahrig,,Cetera Advisor Networks LLC Delphos OH 840 Ohio St,,,Salesforce
10823983,Inactive Investor,Catalin Oancea,Financial Advisor;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,john.oancea@morganstanley.com,,Salesforce
10948645,Inactive Investor,Nahum Vidal,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,nahum.vidal@primerica.com,,Salesforce
233218,, -,,[[Unknown]],carlonnelson151@gmail.com,,
11149652,Inactive Investor,Danielle Haight,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11255466,Inactive Investor,Ashley Heatwole,Director;Director - Wealth Management;Principal,Graves Light Lenhart,,,Salesforce
10870809,Inactive Investor,Domenick Coro,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,domenick.coro@fidelity.com,,Salesforce
10884846,Inactive Investor,Donald Turner,,"Cambridge Investment Research, Inc. Austin TX 621 W Saint Johns Ave",,,Salesforce
11233544,Inactive Investor,Robert Knapke,,LPL Financial LLC Coldwater OH 120 Hillcrest Dr,,,Salesforce
11175618,Inactive Investor,Christina Wright-Sutton,Financial Advisor,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,christina.a.wrightsutton@morganstanley.com,,Salesforce
11191111,Inactive Investor,Anthony Brown,,"Raymond James Financial Services, Inc. Lexington KY 2424 Harrodsburg Rd",tony.brown@raymondjames.com,,Salesforce
11222313,,Philippe Rolland,,,prolland@moodyaldrich.com,,List Import
10770053,Inactive Investor,Ryan Dietz,Executive Director,Morgan Stanley Los Angeles CA 444 S Flower St,ryan.dietz@morganstanley.com,,Salesforce
10897982,Inactive Investor,Jacqueline Stulmaker,Relationship Manager,Key Investment Services LLC East Greenbush NY 615 Columbia Tpke,jacqueline_sager@keybank.com,,Salesforce
11189105,Inactive Investor,David Hall,Financial Representative,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",david.hall@nm.com,,Salesforce
9618808,,Michael Mayer,,,michael@mayercapitalmgmt.com,,List import
9598188,,Terence Weiss,,,tweiss@wallingtonasset.com,,List import
11149597,Inactive Investor,Jonathan Rissler,Financial Advisor,Edward Jones Sarasota FL 443 John Ringling Blvd,jon.rissler@edwardjones.com,,Salesforce
11260758,Inactive Investor,Emily Rine,,Evercore Group L.L.C.,,,Salesforce
10936782,Inactive Investor,Stanley Thomas,,J.P. Morgan Securities LLC Houston TX 712 Main St,stanley.thomas@jpmorgan.com,,Salesforce
10768119,Inactive Investor,Paul Shibley,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",paul.shibley@truist.com,,Salesforce
10934588,Inactive Investor,Penny Haataja,,"Raymond James Financial Services, Inc. Deerwood MN 21279 Archibald Rd",penny.haataja@raymondjames.com,,Salesforce
11041084,Inactive Investor,Sarah Verdun,,J.P. Morgan Securities LLC Sugar Land TX 5777 New Territory Blvd,,,Salesforce
10908738,Inactive Investor,Cody Martin,,"ValMark Securities, Inc. San Francisco CA 235 Montgomery St",,,Salesforce
9598066,,John Wren,,,johnswren@msn.com,,List import
237625,, -,,[[Unknown]],dmeyer0416@hotmail.com,,
11073186,Inactive Investor,Joseph Haberman,Chief Compliance Officer;Managing Member,"Marin Bay Wealth Advisors, LLC",jhaberman@marinbaywealthadvisors.com,,Salesforce
11084920,Inactive Investor,Eric Waite,,"Charles Schwab & Co., Inc. Stamford CT 300 Atlantic St",,,Salesforce
9624337,,Darrell Su,,,darrell_su@hotmail.com,,List import
9618591,,Derek Schrier,,,derek@indabacapital.com,,List import
9621356,,ji zhu,,,zhuji96@outlook.com,,List import
10827542,Inactive Investor,Norman Saiger,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9560 Wilshire Blvd",n_saiger@ml.com,,Salesforce
10611470,,William Oppenheim,"Financial Advisor, Managing Director - Investments",,william.oppenheim@opco.com,,List Import
9579606,,Scott Rosa,,,scott.rosa@prudential.com,,List import
10785796,Inactive Investor,David Collis,,Citigroup Global Markets Inc.,,,Salesforce
10795947,Inactive Investor,Brett Detterbeck,Chief Compliance Officer;Chief Operating Officer;Portfolio Manager;President;Wealth Manager,Detterbeck Wealth Management,brett@dwmgmt.com,,Salesforce
10994570,Inactive Investor,Michael Brand,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11174419,Inactive Investor,Robert Butterworth,Branch Manager;Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Richmond VA 1021 E Cary St",robert.t.butterworth@ampf.com,,Salesforce
10792521,Inactive Investor,Stefan Rosuck,Financial Advisor,LPL Financial LLC Chicago IL 875 N Michigan Ave,stefan.rosuck@lpl.com,,Salesforce
11164325,Inactive Investor,Glen Ponzini,,LPL Financial LLC Wading River NY 6302 Rte 25A,glen.ponzini@lpl.com,,Salesforce
9593601,,Jason Polit,,,jason@vigilarewealth.com,,List import
11017496,Inactive Investor,Jared Parente,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jared.parente@nm.com,,Salesforce
11201434,Inactive Investor,George Lang,,"Avantax Investment Services, Inc. Locust Valley NY Private Residence",,,Salesforce
11026142,Inactive Investor,Gregory Duryea,,"FBL Marketing Services, LLC Ord NE 220 S 14th St",,,Salesforce
9575598,,Reg Bookard,,,karetravel1@gmail.com,,List import
10945373,Inactive Investor,Stephen Corsi,,"Osaic Wealth, Inc. Louisville KY 325 W Main St",,,Salesforce
10807527,Inactive Investor,Constance Kerr,Senior Registered Associate,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,constance.kerr@morganstanley.com,,Salesforce
11113747,Inactive Investor,Richard Ward,Regional Vice President,PFS Investments Inc. Strongsville OH 17200 Pearl Rd,richard.ward@primerica.com,,Salesforce
11234485,Inactive Investor,Siena Firestone,,Altruist Financial LLC,siena.firestone@altruist.com,,Salesforce
11153276,Inactive Investor,Kyle Bergacker,Senior Portfolio Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11199568,Inactive Investor,Gerard Plauche,Chief Compliance Officer;Managing Member;Managing Partner,"Delta Financial Advisors, L.L.C.",gplauche@deltafinad.com,,Salesforce
10938496,Inactive Investor,Seth Jentner,Chief Compliance Officer;Chief Operating Officer;Vice President,Jentner Wealth Management,seth@jentner.com,,Salesforce
10644239,,Alexandria Cutrone,,,alexandria.cutrone@fidelity.com,,List Import
10494576,,Kevin Davis,"Financial Consultant, Managing Member, Owner",Davis Financial Services,kevin@dfsplan.com,,List Import
9616902,,lieb breuer,,,lee@leebrewerenterprise.com,,List import
11032379,Inactive Investor,Matthew Tapley,Financial Advisor;First Vice President - Investments;Managing Director;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",matthew.tapley@wellsfargo.com,,Salesforce
334139,,Steven Roukis,"Managing Director, Senior Portfolio Manager",Matrix Asset Advisors Inc,sroukis@matrixassetadvisors.com,212-486-2004,Manual List Upload
11022643,Inactive Investor,Igor Sandler,,J.P. Morgan Securities LLC Miami FL 20880 Biscayne Blvd,igor.sandler@jpmorgan.com,,Salesforce
10882233,Inactive Investor,Michael Durso,Chief Executive Officer;Chief Investment Officer;Founding Partner;Managing Member;Regulatory Contact,"ShoreHaven Wealth Partners, LLC",mdurso@shorehavenwealth.com,,Salesforce
10931864,Inactive Investor,Justin Dunn,Financial Consultant,LPL Financial LLC Sterling Heights MI 35353 Dodge Park Rd,justin.dunn@lpl.com,,Salesforce
231378,, -,,[[Unknown]],ngoisaoleloi2507@gmail.com,,
10971059,Inactive Investor,Michael Brocker,Personal Wealth Advisor,"BIP Wealth, LLC",mbrocker@bipwealth.com,,Salesforce
9628762,,Anthony Smith,,,anthonyclaytonsmith100000@gmail.com,,List import
11134199,Inactive Investor,Branch Haymans,Financial Advisor;Vice President,Morgan Stanley Anchorage AK 2550 Denali St,b.l.haymans@morganstanley.com,,Salesforce
106067,,DENNY PAVLICH,,PAVLICH INS.,pavlichinsurance@sbcglobal.net,,
11089622,Inactive Investor,Keith Scott,Investment Advisor Representative,"Osaic FS, Inc. Birmingham AL 2000 Providence Park",kscott@lfg.com,,Salesforce
10865526,Inactive Investor,Nhan Nguyen,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Bethesda MD 7401 Wisconsin Ave",nhan.nguyen@schwab.com,,Salesforce
11085581,Inactive Investor,Edward Mathews,Financial Planner,Money Concepts Capital Corp Saco ME 18 Pepperell Sq,emathews@moneyconcepts.com,,Salesforce
8305,,William Lundy,,[[Unknown]],wmlundy@aol.com,,Database Upload
11060119,Inactive Investor,David Demming,President,Demming Financial Services Corp.,davesr@demmingfinancial.com,,Salesforce
11046429,Inactive Investor,Baron Willis,,Chelsea Financial Services Alpine CA 1931 Boulders Ln,bwillis@chfs.com,,Salesforce
9593425,,Cynthia Hinds,,,ckhinds@hindsfg.com,,List import
196174,,Steven Chu,,[Unknown],aswnfmkabcom@hotmail.com,,source
10847488,Inactive Investor,Adrian Levsky,Managing Director - Wealth Management,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,adrian.levsky@ubs.com,,Salesforce
10919597,Inactive Investor,John Lepore,,"MML Investors Services, LLC New York NY 90 Park Ave",jlepore@massmutual.com,,Salesforce
11138601,Inactive Investor,Michael Perlman,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",michael.perlman@lfg.com,,Salesforce
11162241,Inactive Investor,Ernest Dixon,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11230716,Inactive Investor,David Turcott,Financial Professional,LPL Financial LLC Scottsdale AZ 9375 E Shea Blvd,david.turcott@lpl.com,,Salesforce
10759707,Inactive Investor,Janece Callahan,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",janece_callahan@ml.com,,Salesforce
11150966,Inactive Investor,Jake Blum,Financial Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",jake.d.blum@nm.com,,Salesforce
11095326,Inactive Investor,Scott Vender,Executive Director;Family Wealth Director;Portfolio Manager,Morgan Stanley Chicago IL 233 S Wacker Dr,scott.vender@morganstanley.com,,Salesforce
11094813,Inactive Investor,Michael Ajlouny,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,michael.ajlouny@ubs.com,,Salesforce
11232013,Inactive Investor,Daniel Carthew,,Commonwealth Financial Network Wheaton IL 310 S Hale St,,,Salesforce
11110877,Inactive Investor,Travis Jones,,Fidelity Brokerage Services LLC Birmingham AL 216 Summit Blvd,,,Salesforce
10924466,Inactive Investor,Carlos De La Rosa,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10752315,Inactive Investor,Wanda Cooper,,"Capital Investment Group, Inc. Raleigh NC 211 E 6 Forks Rd",,,Salesforce
11209244,Inactive Investor,Paul Bushell,,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",bushell.paul@principal.com,,Salesforce
10822901,Inactive Investor,Jeffrey Loehnis,President,Hamilton Capital,jeffrey.loehnis@hamiltoncapital.com,,Salesforce
10852745,Inactive Investor,Corey Livingston,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",corey.livingston@ml.com,,Salesforce
10791052,Inactive Investor,Patricia Cooper,Senior Client Associate,"Wells Fargo Clearing Services, LLC O Fallon IL 1405 N Green Mount Rd",patricia.cooper@wellsfargoadvisors.com,,Salesforce
10879965,Inactive Investor,Seungmin Jung,,Citigroup Global Markets Inc.,,,Salesforce
11206518,Inactive Investor,James Pfleger,,"M Holdings Securities, Inc. Miami FL 2600 S Douglas Rd",james.pfleger@mfin.com,,Salesforce
11176995,Inactive Investor,Rey Dues,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",rey.dues@schwab.com,,Salesforce
9633679,,Abdullah Alomran,,,hiabdullah@yahoo.com,,List import
9633926,,Joseph Piraino,,,joepiraino026@gmail.com,,List import
10361624,,VERNDALE Test LN,,,dustlandqa2@gmail.com,,Web Form Fillout
10892313,Inactive Investor,Isaiah Peay,,Fidelity Brokerage Services LLC South Jordan UT 1421 W Palmer Park Ln,,,Salesforce
11155316,Inactive Investor,Matthew Richter,,J.P. Morgan Securities LLC Sugar Land TX 5777 New Territory Blvd,matthew.j.richter@jpmorgan.com,,Salesforce
11145004,Inactive Investor,Bridget Horan,Chief Compliance Officer,Shade Tree Advisors LLC,bhoran@shadetreeadvisors.com,,Salesforce
205594,,yan revzin,,[Unknown],yan.revzin@gmail.com,,Paid Social
10977859,Inactive Investor,Ramitesh Mathur,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9602018,,Mr. Ronnie Faulcon Sr Faulcon,,,faulcon7@gmail.com,,List import
10854390,Inactive Investor,Delores Edwards,,PFS Investments Inc. Huntsville AL 3315 Bob Wallace Ave SW,delores.edwards@primerica.com,,Salesforce
11032302,Inactive Investor,Joel Sandry,,PlanMember Securities Corporation Eagle ID Private Residence,,,Salesforce
9552784,,Nicholas Biddle,,,nick.biddle@fscadvisor.com,,List import
9569960,,Parker Allen,,,parker@warcap.com,,List import
11108873,Inactive Investor,Paul Wobbe,Vice President,Sovereign Wealth Advisors LLC,pwobbe@sovereigngrp.com,,Salesforce
220941,,Victor C,,[Unknown],crazievic@gmail.com,,
9581829,,Raph Posner,,,rposner@antaracapital.com,,List import
11113377,Inactive Investor,John Mazza,,"Prudential Annuities Distributors, Inc",john.mazza@prudential.com,,Salesforce
10661738,,Jack Callahan,,,jack.callahan@revolut.com,,List Import
9598249,,Keith Cummings,,,keith.cummings@ramrealestate.com,,List import
11180176,Inactive Investor,Lorena Maldonado,Officer;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 14636 N Scottsdale Rd",lorena.maldonado@ml.com,,Salesforce
10817115,Inactive Investor,Anita Nowicki-Costello,,J.P. Morgan Securities LLC Lake Hiawatha NJ 53 N Beverwyck Rd,anita.nowicki-costello@jpmorgan.com,,Salesforce
10804194,Inactive Investor,David Ward,Financial Advisor,Commonwealth Financial Network Alpharetta GA 314 Maxwell Rd,dward@commonwealth.com,,Salesforce
10809897,Inactive Investor,Michael Munschauer,,"Wells Fargo Clearing Services, LLC Buffalo NY 6390 Main St",michael.e.munschauer@wellsfargoadvisors.com,,Salesforce
10945595,Inactive Investor,Michael Dobbins,Financial Consultant,"Ameriprise Financial Services, LLC Tahlequah OK 4715 S Muskogee Ave",luke.dobbins@ampf.com,,Salesforce
10762476,Inactive Investor,John Holleran,Financial Advisor;Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,john.holleran@morganstanley.com,,Salesforce
11014980,Inactive Investor,Ali Saab,Financial Professional,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",ali.saab@equitable.com,,Salesforce
11197087,Inactive Investor,John Scambray,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Co-Founder,OneSource Wealth Management,,,Salesforce
10966977,Inactive Investor,Mark Ricci,,"Manning & Napier Investor Services, Inc.",mricci@manning-napier.com,,Salesforce
9603772,,Rick McKinney,,,rmck13@yahoo.com,,List import
10999473,Inactive Investor,Margaret Warren,,PFS Investments Inc. Akron OH 169 E Turkeyfoot Lake Rd,margaret.warren@primerica.com,,Salesforce
11085196,Inactive Investor,Sean Brown,,LPL Financial LLC Dallas TX 17304 Preston Rd,,,Salesforce
10824425,Inactive Investor,Stuart Goldberg,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
11013881,Inactive Investor,Bobbi Krueger,,"FBL Marketing Services, LLC Garrison ND 275 2nd St SW",bobbi.krueger@fblfinancial.com,,Salesforce
10752969,Inactive Investor,Craig Leone,Managing Director,Morgan Stanley Cleveland OH 200 Public Sq,craig.leone@morganstanley.com,,Salesforce
11016138,Inactive Investor,Jonathan Timm,,J.P. Morgan Securities LLC Dallas TX 7196 Skillman St,,,Salesforce
10619569,,Douglas Glick,,,dglick@totalclaritywealth.com,,List Import
10833835,Inactive Investor,Mary McDow,Financial Advisor,Edward Jones Weatherford TX 102 Houston Ave,mary.mcdow@edwardjones.com,,Salesforce
148439,,Steven Stackmore,,[Unknown],protosteve@pm.me,,
10866824,Inactive Investor,Kevin Quilty,Personal Investment Advisor,Commonwealth Financial Network Norwell MA 101 Longwater Cir,kquilty@commonwealth.com,,Salesforce
11139812,Inactive Investor,Andres Vargas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11005856,Inactive Investor,Mark Bucknall,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Ketchum ID 111 N Main",,,Salesforce
9645522,,Grant ODwyer,,,godwyer7@gmail.com,,List import
11075400,Inactive Investor,Ramin Ghaffari,,United Planners' Financial Services of America A Limited Partner Plano TX 5068 W Plano Pkwy,,,Salesforce
10780007,Inactive Investor,Robert Smith,,Morgan Stanley Cockeysville MD 303 International Cir,robert.smith@morganstanley.com,,Salesforce
9641248,,younghoon cho,,,heybnb@naver.com,,List import
344011,,Drake West,,[Unknown],drakewest@tutanota.com,,
10856620,Inactive Investor,Christopher Burke,Wealth Advisor,RBF Wealth Advisors,chris.burke@rbfadvisors.net,,Salesforce
10888900,Inactive Investor,Erik Hirsch,Head Trader;Partner,"Mar Vista Investment Partners, LLC Hopkins MN 6001 Shady Oak Rd S",ehirsch@marvistainvestments.com,,Salesforce
10799911,Inactive Investor,Sean McCloskey,,Cetera Advisor Networks LLC Newport Beach CA 4001 Macarthur Blvd,,,Salesforce
11236306,Inactive Investor,Kile Weaver,Investment Advisor,Edelman Financial Engines Phoenix AZ 4742 N 24th St,kweaver@edelmanfinancialengines.com,,Salesforce
10962182,Inactive Investor,Brian Harrison,President,Savvi Financial LLC,bharrison@savvifi.com,,Salesforce
9565231,,Enrique Lara,,,enrique.lara@darcorp.page,,List import
11162333,Inactive Investor,Stephan Armstrong,,LPL Financial LLC Westminster CO 8778 Wolff Ct,steve.armstrong@lpl.com,,Salesforce
10890061,Inactive Investor,Daniel Fisher,,NYLIFE Securities LLC Goose Creek SC Private Residence,dwfisher@ft.newyorklife.com,,Salesforce
9603510,,Scott Barbee,,,s.barbee@truepointcapital.com,,List Import
11174912,Inactive Investor,Robert Craven,,"Osaic Wealth, Inc. Greensboro NC 717 Green Valley Rd",,,Salesforce
10795516,Inactive Investor,Paul Coluccio,Financial Advisor,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,paul.coluccio@lpl.com,,Salesforce
11140904,Inactive Investor,Destiny Lucas,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
11104301,Inactive Investor,John Campbell,Chief Compliance Officer;Managing Member,Namesake Group,,,Salesforce
11086103,Inactive Investor,Justin Levy,Assistant Vice President;Private Wealth Management Analyst,Morgan Stanley Los Angeles CA 444 S Flower St,justin.levy@morganstanleypwm.com,,Salesforce
9602684,,Kersi Shroff,,,cshroff@oceaninvestments.com,,List import
11027213,Inactive Investor,Evan Davis,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Atlanta GA 1200 Abernathy Rd",evan.davis@ampf.com,,Salesforce
10863437,Inactive Investor,Bradley Scoular,Member;Partner,"Global Wealth Strategies and Associates, LLC Denver CO 3200 Cherry Creek South Dr",,,Salesforce
11098298,Inactive Investor,Janet Nordquist,,"International Assets Advisory, LLC Rockford IL 461 N Mulford Rd",,,Salesforce
9585274,,Stefan Abrams,,,stefan@brydenabrams.com,,List import
11201455,Inactive Investor,Aditya Saraogi,,A.G.P / Alliance Global Partners Miami FL 600 Brickell Ave,asaraogi@allianceg.com,,Salesforce
232579,, -,,[[Unknown]],magpie2121@yahoo.co.uk,,Organic Search
11023133,Inactive Investor,Drew Gee,Financial Advisor;Financial Professional,"MML Investors Services, LLC Sacramento CA 1435 River Park Dr",dgee@financialguide.com,,Salesforce
10798013,Inactive Investor,Douglas Robinson,,"Osaic Wealth, Inc. Mill Valley CA 27 Reed Blvd",,,Salesforce
11077050,Inactive Investor,Charles Campbell,Private Client Banker,J.P. Morgan Securities LLC Glenview IL 2801 Pfingsten Rd,charlie.campbell@chase.com,,Salesforce
344647,,David Doshier,Director,"Cantella & Co., Inc.",ddoshier@joincantella.com,617-521-8630,Manual List Upload
240046,,Leo Schmaus,"Vice President, Branch Manager",Investment Management Group,lschmaus@stockmanbank.com,406-655-3960,Manual List Upload
10931479,Inactive Investor,Lance Dumas,Financial Advisor,LPL Financial LLC Irvine CA 6 Venture,lance.dumas@lpl.com,,Salesforce
11043767,Inactive Investor,Doris Willbanks,,"Stifel, Nicolaus & Company, Incorporated Fort Smith AR 6101 Phoenix Ave",,,Salesforce
11230774,Inactive Investor,Hayley Hewlett,Financial Advisor,LPL Financial LLC Shippenville PA 21119 Paint Blvd,hayley.hewlett@lpl.com,,Salesforce
10867631,Inactive Investor,Guangning Weng,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Chicago IL 2252 S Canal St",guangning.weng@tfaconnect.com,,Salesforce
10847649,Inactive Investor,Peter Bartone,Financial Advisor,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,pbartone@gwnsecurities.com,,Salesforce
9628224,,Juan Aliaga,,,juan@apaliaga.com,,List import
10905267,Inactive Investor,Jonathan Mazzie,,"MML Investors Services, LLC Moosic PA 52 Glenmaura National Blvd",jmazzie@financialguide.com,,Salesforce
10787823,Inactive Investor,Lyn Patterson,Customer Service Supervisor,J.P. Morgan Securities LLC Friendswood TX 611 S Friendswood Dr,lyn.l.patterson@jpmorgan.com,,Salesforce
92038,,Daniel O'donnell,Chief Compliance Officer,Xpotential Inc.,dan@xpotential.com,908-273-7600,Manual List Upload
11169580,Inactive Investor,Nicholas Cicci,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Mill SC 2890 Hwy 160 W",nicholas.cicci@wellsfargoadvisors.com,,Salesforce
11233344,Inactive Investor,Nicole Burczyk,,Janney Montgomery Scott LLC New York NY 1166 Avenue of the Americas,,,Salesforce
11230628,Inactive Investor,Javier Fagundo Diaz,Financial Consultant,"Pruco Securities, LLC. Miami FL 800 NW 62nd Ave",,,Salesforce
11156502,Inactive Investor,Sarah Camp,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",,,Salesforce
10856482,Inactive Investor,Kenneth Osler,Financial Advisor,"Ameriprise Financial Services, LLC Novi MI 43155 Main St",kenneth.osler@ampf.com,,Salesforce
11172743,Inactive Investor,Ashley Boughner,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,,,Salesforce
11068612,Inactive Investor,Heather Freeman,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",heather.c.freeman@ml.com,,Salesforce
11124798,Inactive Investor,Terry Sandercock,Financial Advisor,"Wells Fargo Clearing Services, LLC Coopersburg PA 4 S Main St",terry.sandercock@wellsfargo.com,,Salesforce
11119004,Inactive Investor,Gilbert Harlan,,NYLIFE Securities LLC Desoto TX Private Residence,grharlan@ft.newyorklife.com,,Salesforce
9631752,,Andrew McVey,,,amcvey64@gmail.com,,List import
9637007,,Joy Dowd,,,joy.dowd@jpmorgan.com,,List import
10773239,Inactive Investor,Caroline Salman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 1111 E Main St",cara.salman@ml.com,,Salesforce
11067199,Inactive Investor,Lisa Chen,,"Charles Schwab & Co., Inc.",lisa.chen@schwab.com,,Salesforce
11202472,Inactive Investor,Carlos Martins,Vice President,PFS Investments Inc. Lincoln RI 1525 Old Louisquisset Pike,carlos.martins@primerica.com,,Salesforce
11197963,Inactive Investor,Jill Phillips,Financial Advisor,LPL Financial LLC Idaho Falls ID 1530 Elk Creek Dr,jill.phillips@lpl.com,,Salesforce
9542067,,Rakesh Tandon,,,rakesh05@hotmail.com,,List import
11089164,Inactive Investor,John Turchetta,,Fidelity Brokerage Services LLC,,,Salesforce
11115279,Inactive Investor,Johnny Lavigne,,"Osaic Wealth, Inc. Clifton Park NY Private Residence",,,Salesforce
11122113,Inactive Investor,Joshua Devry,Financial Planner,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",joshua.devry@prudential.com,,Salesforce
11031077,Inactive Investor,Michael Peters,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
249276,,denise zhou,,HSBC,denisezhou@hsbc.com,,Manual List Upload
11263683,Inactive Investor,Tyler Ellegard,Investment Analyst,"Gradient Investments, LLC",tellegard@gradientinvestments.com,888-824-3525,Manual List Upload
9553880,,Adelino Paulo Carvalho,,,ac.paulo@gmail.com,,List import
11170598,Inactive Investor,Salvatore Gandolfo,Senior Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Buffalo NY 6580 Main St",salvatore.gandolfo@ml.com,,Salesforce
10866600,Inactive Investor,Rachel Barnard,Founder;Manager;Portfolio Manager;President,Midway Capital Research & Management LLC,rachel@midwaymgt.com,,Salesforce
11045927,Inactive Investor,Karla Fernandez,,J.P. Morgan Securities LLC Dallas TX 4709 Ross Ave,karla.fernandez@jpmorgan.com,,Salesforce
9558383,,Russell Blum,,,rblum@iaac.com,,List import
11156094,Inactive Investor,Maylie Segura,,J.P. Morgan Securities LLC Torrance CA 2121 Torrance Blvd,maylie.segura@chase.com,,Salesforce
1005995,Inactive Investor,Andrew Battaglini,,The Crypto Company,andrew.battaglini@gmail.com,,3rd Party Lead Gen
9543641,,Carrie Wilson,,,carriewilson@financialguide.com,,List import
11188336,Inactive Investor,Steven Reina,Financial Advisor,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",steven.reina@prudential.com,,Salesforce
197124,,Kwaza Ntlemeza,,[Unknown],kwazantlemeza@gmail.com,,source
9562045,,Thomas Schuller,,,thomas.schuller@53.com,,List import
9631836,,Carlos Musgrove,,,carlosmusgrove@gmail.com,,List import
11055080,Inactive Investor,Felipe Marcilio,,Bradesco Investments Inc.,,,Salesforce
9563611,,Aamer Khan,,,aamer.khan@qualivian.com,,List import
6928888,,Markeisha Grier,,,markeisha@fastmail.com,,Web Form Fillout
10848824,Inactive Investor,Michelle Colquhoun,Financial Advisor;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chicago IL 1 N Wacker Dr",colquhounm@stifel.com,,Salesforce
238083,, -,,[[Unknown]],tumelosebasa@gmail.com,,
11198161,Inactive Investor,Jingxue Liang,,GWN Securities Inc. West Covina CA Private Residence,ajliang@gwnsecurities.com,,Salesforce
9551182,,George Claussen,,,rick.claussen@suntrust.com,,List import
11124302,Inactive Investor,Irene Monck,,B. Riley Wealth Management Poughkeepsie NY 11 Raymond Ave,imonck@brileywealth.com,,Salesforce
11146551,Inactive Investor,Jeffrey Wimbish,Chief Compliance Officer;Chief Operating Officer;Managing Member;Managing Partner,Kensington Investment Counsel Long Beach CA 444 W Ocean Blvd,,,Salesforce
11123126,Inactive Investor,Julie Miller,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Denver CO 200 University Blvd",miki.miller1@usbank.com,,Salesforce
9551227,,Eric Truvillion,,,truvillion.eric@principal.com,,List import
10895246,Inactive Investor,Jennifer Chappell,,"Raymond James Financial Services, Inc. Reno NV 9805 Double R Blvd",jennifer.chappell@raymondjames.com,,Salesforce
9562672,,Axel Beelen,,,axel.beelen@ipnews.be,,List import
11057378,Inactive Investor,Jared Krim,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
99198,,William Seale,Principal,Profund Advisors Llc,wseale@profunds.com,240-497-6400,Manual List Upload
9574646,,Jim Manierre,,,jmanfinancial@gmail.com,,List import
9606251,,Michael Woods,,,mwoods@wipflifinancial.com,,List import
10930096,Inactive Investor,Kayla Goetz,Financial Advisor,Edward Jones Minot ND 2050 36th Ave Sw,kayla.goetz@edwardjones.com,,Salesforce
11190369,Inactive Investor,Timothy Rothenbush,Associate,Thrivent Investment Management Inc. Woodway TX 115 Burnett Ct,timothy.rothenbush@thrivent.com,,Salesforce
10834243,Inactive Investor,Mary Wells,,"Equitable Advisors, LLC Troy MI 201 W Big Beaver Rd",mary.wells@equitable.com,,Salesforce
10777980,Inactive Investor,Bruce Biedar,Financial Advisor,Edward Jones Mount Prospect IL 200 W Northwest Hwy,bruce.biedar@edwardjones.com,,Salesforce
10857255,Inactive Investor,Robert Leibham,Financial Advisor,LPL Financial LLC Brookfield WI 14000 W North Ave,robert.leibham@lpl.com,,Salesforce
10771805,Inactive Investor,Julia Randall,Advisor;Chief Compliance Officer;Financial Advisor,"Northstar Financial Companies, Inc.",,,Salesforce
11028114,Inactive Investor,Douglas Guerin,,"Southeast Investments, N.C., Inc. Leawood KS 12405 Beverly St",,,Salesforce
10911496,Inactive Investor,Shana Kang,,NYLIFE Securities LLC Los Angeles CA 3530 Wilshire Blvd,sjkang@ft.newyorklife.com,,Salesforce
248673,,Vicki Peng,Partner,Outlier Capital.vc,vicki.peng@outliercapvc.com,,Manual List Upload
10971325,Inactive Investor,Joshua Ward,Investment Consultant,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
8916802,,MUHAMMED ELB?SEYS,,,alasd.albre@gmail.com,,Web Form Fillout
11179335,Inactive Investor,Kim Holland,,"Cambridge Investment Research, Inc. West Palm Beach FL 1601 Belvedere Rd",,,Salesforce
10844380,Inactive Investor,Michael Wagner,Chief Operating Officer;Co-Founder;Managing Director;Managing Member,"Omnia Family Wealth, LLC",mwagner@omniawealth.com,,Salesforce
10811764,Inactive Investor,Glenn Warden,Chief Technology Officer,Bahl & Gaynor Inc,,,Salesforce
10612063,,James Tuites,"Financial Advisor, First Vice President",,james.tuites@morganstanley.com,,List Import
10765334,Inactive Investor,Luiz Boruchowski,Financial Advisor,Morgan Stanley Miami FL 200 S Biscayne Blvd,luiz.boruchowski@morganstanley.com,,Salesforce
9562731,,Shahidan Nasir,,,tasiklimited@gmail.com,,List import
10858899,Inactive Investor,Benjamin Nussbaum,Financial Advisor;First Vice President,UBS Financial Services Inc. San Diego CA 12220 El Camino Real,benjamin.nussbaum@ubs.com,,Salesforce
9644616,,michael tcheyan,President,Isa Inc,mtcheyan@gmail.com,908-988-0821,List import
11024915,Inactive Investor,Jasmine Gonzalez,,PFS Investments Inc. Boca Raton FL 551 NW 77th St,,,Salesforce
10786528,Inactive Investor,Lynne Parks,Vice President,C F Parks Inc Salisbury NC 1932 S Main St,lynne@cfparks.com,,Salesforce
11025757,Inactive Investor,Felipe Molina,,PFS Investments Inc. Kansas City MO 2301 Burlington St,felipe.molina@primerica.com,,Salesforce
9609029,,cHARLES SWANSON,,,seniorlivingfundproject@gmail.com,,List import
11157479,Inactive Investor,Brad Collar,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",brad_collar@ml.com,,Salesforce
10911422,Inactive Investor,Stacy McVan,Financial Advisor;Vice President,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",stacymcvan@raymondjames.com,,Salesforce
10971761,Inactive Investor,Anton Kan Yek,,Fidelity Brokerage Services LLC Alexandria VA 1725 Duke St,,,Salesforce
11010293,Inactive Investor,Theadore Crawford,,Cetera Advisors LLC Akron OH 275 Springside Dr,,,Salesforce
11141440,Inactive Investor,Elizabeth Taylor,,Fidelity Brokerage Services LLC Lexington KY 161 Lexington Green Cir,,,Salesforce
11219848,,Christopher Fitzgerald,,,christopher.fitzgerald@morningstar.com,,Other
11024920,Inactive Investor,Juan Tapia,,Park Avenue Securities LLC Irvine CA 2875 Michelle,juan_tapia@glic.com,,Salesforce
10611447,,Maria Jesus Fraile Alonso,Financial Advisor,,maria.fraile@raymondjames.com,,List Import
10645007,,Kurt Estes,,,kestes@sikich.com,,List Import
11177050,Inactive Investor,Stefan Matwijiw,Financial Advisor,Edward Jones Santa Rosa CA 182 Farmers Ln,matwijiw@edwardjones.com,,Salesforce
11201258,Inactive Investor,Jairo Restrepo,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,jairorestrepo@primerica.com,,Salesforce
9605166,,David Reidinger,,,david.reidinger@delinvest.com,,List import
10761531,Inactive Investor,Howard Durlester,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Mammoth Lakes CA Private Residence",howard.durlester@wellsfargoadvisors.com,,Salesforce
9600223,,Marc Ladenheim,,,marcmd154@gmail.com,,List import
11019577,Inactive Investor,John Van Schaick,Chief Compliance Officer;Head - Operations,Lumenai,,,Salesforce
11137783,Inactive Investor,Jason Dunbar,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",jason.dunbar@nm.com,,Salesforce
10833331,Inactive Investor,Erin Reil,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",erin.reil@ml.com,,Salesforce
10931897,Inactive Investor,Stephen Ingram,,Park Avenue Securities LLC Shrewsbury NJ 1040 Broad St,stephen_ingram@glic.com,,Salesforce
243208,,Jess Bost,"VP - Brand Partnerships, Fin Plan",Alpha Architect,jb@alphaarchitect.com,17703010636,Manual List Upload
9637261,,Mark Towler,,,markyg034@hotmail.com,,List import
10657343,,Mary Plocinski,,,mary.r.plocinski@chase.com,,List Import
9642000,,Mark Bennett,,,markb@horancapitaladvisors.com,,List import
243185,,Rob Colorina,md,AIAC Group,rocolorina@aiacgroup.com,12027391968,Manual List Upload
10656622,,John Dana,,,john.s.dana@jpmorgan.com,,List Import
11019765,Inactive Investor,Durley Watkins,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",durley.watkins@firstcitizens.com,,Salesforce
11106492,Inactive Investor,Griselda Hernandez,Portfolio Associate;Registered Associate,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,griselda.hernandez@morganstanley.com,,Salesforce
145243,,Steven Post,Managing Member,"Pathway Financial Advisers, Llc",steve@stevenepost.com,260-925-2887,Manual List Upload
10845700,Inactive Investor,Katherine Grusy,Financial Advisor,Edward Jones Goshen IN 21767 Omega Ct,kathy.grusy@edwardjones.com,,Salesforce
9590594,,Ian Griffis,,,igriffis@griffisresidential.com,,List import
11138344,Inactive Investor,Catherine Rusk,Senior Client Associate,UBS Financial Services Inc. Newport Beach CA 888 San Clemente Dr,catherine.rusk@ubs.com,,Salesforce
9617459,,Douglas Pannier,,,doug.pannier@modern-woodmen.org,,List import
337549,,Kevin Hilden,Chief Operating Officer,Cerity Partners Llc,khilden@hpmpartners.com,212-850-4260,Manual List Upload
343892,,Carl Iovine,Managing Director,"Acp Capital Management, Llc",ciovine@acpsecurities.com,305-670-4180,Manual List Upload
10924163,Inactive Investor,Joshua Lawrence,,"TIAA-CREF Individual & Institutional Services, LLC Durham NC 5425 Page Rd",josh.lawrence@tiaa.org,,Salesforce
10876401,Inactive Investor,Seth Hamilton,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 7979 E Tufts Ave",seth.hamilton@ampf.com,,Salesforce
11186060,Inactive Investor,In Myung,,"Grove Point Investments, LLC Seal Beach CA 610 Pacific Coast Hwy",imyung@hbeckinc.com,,Salesforce
11198773,Inactive Investor,Tammy Martz,,Key Investment Services LLC Mount Pleasant PA 544 W Main St,tammy.martz@key.com,,Salesforce
11118628,Inactive Investor,Lindsey Rogers,,LPL Financial LLC Buffalo NY 360 Delaware Ave,lindsey.rogers@lpl.com,,Salesforce
9549184,,Paul Franco,,,tony.franco@voyafa.com,,List import
11196134,Inactive Investor,Micah Larson,,LPL Financial LLC Orlando FL 333 S Garland Ave,micah.larson@lpl.com,,Salesforce
11025681,Inactive Investor,Jason Ziegler,,MWA Financial Services Inc. East Petersburg PA 2011 State St,jason.ziegler@modern-woodmen.org,,Salesforce
10752631,Inactive Investor,Christopher Gilbert,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",c.gilbert@ml.com,,Salesforce
11208750,Inactive Investor,Edward Gordon,Financial Advisor,Edward Jones Marietta GA 3901 Roswell Rd,edward.gordon@edwardjones.com,,Salesforce
9552420,,Michael Parry,,,michael.parry@anchoragecap.com,,List import
11069627,Inactive Investor,Pierre Manneh,Financial Advisor;Vice President,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,pierre.manneh@morganstanley.com,,Salesforce
10612330,,Thomas Dalton,Financial Advisor,,tj.dalton@prudential.com,,List Import
11128280,Inactive Investor,Trevor Glasgow,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",trevor.a.glasgow@ml.com,,Salesforce
11230704,Inactive Investor,Clare Sheridan,,LPL Financial LLC Mystic CT 14 Masons Island Rd,,,Salesforce
9581260,,Samantha Ciccone,,,sciccone@rcglongview.com,,List import
85046,,Diogo Carvalho,,Scambo.digital,diogocvc@gmail.com,(839) 921-3299,Organic Search
9567172,,Jjjh Rkekr,,,djfkfj@jeje.de,,List import
10844103,Inactive Investor,Mark Durham,Chief Compliance Officer;Portfolio Manager;President,Investment Advisors of Indianapolis Inc Indianapolis IN 10585 N Meridian St,mark@invadv.com,,Salesforce
10782015,Inactive Investor,Michael Kempf,Financial Advisor;Global Sports and Entertainment Director;Senior Vice President,Morgan Stanley Camp Hill PA 214 Senate Ave,michael.kempf@morganstanley.com,,Salesforce
9613171,,Connie Luecke,,,connie.luecke@dpimc.com,,List import
11031146,Inactive Investor,Shawn Green,Financial Professional,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",shawn.green@tfaconnect.com,,Salesforce
11234425,Inactive Investor,Richard Strevey,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,,,Salesforce
10935199,Inactive Investor,Hugo Flores,,"Empower Financial Services, Inc Corona CA Private Residence",hugo.flores@empower.com,,Salesforce
11047936,Inactive Investor,Mary McGovern,,MissionSquare Investment Services,mmcgovern@icmarc.org,,Salesforce
10766788,Inactive Investor,Anthony Esguerra,Director - Insurance Planning;Family Wealth Advisor;Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Peoria AZ 16155 N 83rd Ave,anthony.esguerra@morganstanley.com,,Salesforce
11029449,Inactive Investor,Adam Howell,,"Ameritas Investment Company, LLC Cincinnati OH 1880 Waycross Rd",,,Salesforce
10926194,Inactive Investor,Stephen Young,,"Kestra Investment Services, LLC Melbourne FL 8245 Devereux Dr",,,Salesforce
11063114,Inactive Investor,Jared Zeiser,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Zeiser Wealth Management LLC,,,Salesforce
11022436,Inactive Investor,Sargon Lazar,,Fidelity Brokerage Services LLC Peoria AZ 7565 W Bell Rd,,,Salesforce
10792213,Inactive Investor,Luann Yaffe,,PNC Investments Ellicott City MD 8593 Baltimore National Pike,luann.yaffe@pnc.com,,Salesforce
11167745,Inactive Investor,Beth Navarrete,,Morgan Stanley Pensacola FL 850 S Palafox St,beth.navarrete@morganstanley.com,,Salesforce
11190721,Inactive Investor,Allen Hardy,,LPL Financial LLC Philadelphia MS 802 Kosciusko Rd,allen.hardy@lpl.com,,Salesforce
10799477,Inactive Investor,Revital Alon,Branch Manager;Managing Director,"Ameriprise Financial Services, LLC Redwood City CA 255 Shoreline Dr",tali.r.alon@ampf.com,,Salesforce
11025846,Inactive Investor,Frederick Zweifel,Senior Wealth Strategy Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,frederick.zweifel@ubs.com,,Salesforce
9553302,,Andrew Schrand,,,andrew.schrand@fidelity.com,,List import
9626608,,RULANI NETSHIKHUDINI,,,rnetshikhudini@gmail.com,,List import
10906927,Inactive Investor,Jeanne Peterson,Financial Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",jeanne.peterson@ampf.com,,Salesforce
10919312,Inactive Investor,Ryan Mccauley,,"Raymond James Financial Services, Inc. Akron OH 4040 Embassy Pkwy",ryan.mccauley@raymondjames.com,,Salesforce
10777954,Inactive Investor,Marcia Cary,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",marci.cary@wellsfargoadvisors.com,,Salesforce
10768362,Inactive Investor,Luis Munoz,,"Wells Fargo Clearing Services, LLC Hialeah FL 1900 W 49th St",luis.munoz@wellsfargoadvisors.com,,Salesforce
9630304,,Jay Singh,,,jpsingh12@hotmail.com,,List import
10893888,Inactive Investor,Michael Leupold,Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mike.leupold@schwab.com,,Salesforce
11070479,Inactive Investor,Sierra Futch,Financial Advisor,LPL Financial LLC Missoula MT 1210 W Kent Ave,sierra.futch@lpl.com,,Salesforce
9551819,,Rostislav Tkachenko,,,rosty.tkachenko@lfg.com,,List import
10643991,,Loren Piotrowski,,,loren.piotrowski@associatedbank.com,,List Import
10829096,Inactive Investor,Daniel Gooding,,Grove Point Investments LLC Huntington WV 812 13th Ave,dgooding@hbeckinc.com,,Salesforce
10784928,Inactive Investor,Paula Romoff,Assistant Vice President;Registered Associate;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10804406,Inactive Investor,Whitney Grimm,Private Wealth Advisor,"Ameriprise Financial Services, LLC Englewood CO 5420 S Quebec St",whitney.w.grimm@ampf.com,,Salesforce
10993500,Inactive Investor,Philip Snodgrass,,State Farm VP Management Corp. Leawood KS 11233 Nall Ave,,,Salesforce
11104389,Inactive Investor,Cynthia Baker,,"Northwestern Mutual Investment Services, LLC Morrisville PA 19 S Main St",cynthia.a.baker@nm.com,,Salesforce
11103550,Inactive Investor,Sean Moore,Chief Compliance Officer;Director - Operations;Partner,Moore Wealth,sean@moorewealthinc.com,,Salesforce
231152,, -,,[[Unknown]],mnakachi@gmail.com,,Initial Salesforce Import
10761171,Inactive Investor,Christopher Hassett,,NYLIFE Securities LLC Charlotte NC 14819 Ballantyne Village Way,crhassett@ft.newyorklife.com,,Salesforce
10999095,Inactive Investor,Gustavo Anchondo,,State Farm VP Management Corp. Minneapolis MN 8800 Hwy 7,,,Salesforce
9594417,,Larry Broughton,,,lbroughton1962@outlook.com,,List import
10777007,Inactive Investor,Jennifer Berry,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 190 Carondelet Plz",jennifer.berry@wellsfargoadvisors.com,,Salesforce
10773504,Inactive Investor,Jason Shaw,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,jason.shaw@fidelity.com,,Salesforce
11222372,,John Caflisch,,,stephen.caflisch@fiduciarycounselors.com,,List Import
124386,,Wendy Laidlaw,"COO, Director, Owner",R M Davis Inc,laidlaw@rmdavis.com,207-774-0022,Manual List Upload
345403,,Scott Clelland,Partner-In-Charge,"Wiss Private Client Advisors, Llc",sclelland@wiss.com,973-577-2872,Manual List Upload
10770584,Inactive Investor,Megan Vanesko,Branch Manager;Senior Vice President,Morgan Stanley Northfield NJ 376 Tilton Rd,megan.vanesko@morganstanley.com,,Salesforce
10828028,Inactive Investor,Gregory Huntley,Financial Advisor,Edward Jones Amarillo TX 5600 Bell St,greg.huntley@edwardjones.com,,Salesforce
11111728,Inactive Investor,Mary Rotan,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
10896785,Inactive Investor,Cynthia Sayabounthavong,,J.P. Morgan Securities LLC Buena Park CA 7964 Beach Blvd,cynthia.valencia@jpmorgan.com,,Salesforce
221365,,Eddy Lee,,[Unknown],koamzero@gmail.com,,
7076233,,Fatih Pehlivan,,,drfatihpehlivan@gmail.com,,Web Form Fillout
10776733,Inactive Investor,Alan Polsky,Board Member;Executive Vice President;Senior Vice President,Colliers Securities LLC,ap@colliers.com,,Salesforce
11054056,Inactive Investor,Tim Walstrom,,State Farm VP Management Corp. Saint Paul MN 2868 Middle St,,,Salesforce
10798730,Inactive Investor,Richard Giangrasso,Financial Advisor,"Pruco Securities, LLC. Hamlin NY Private Residence",richard.giangrasso@prudential.com,,Salesforce
10966437,Inactive Investor,Cathy Karney,Chief Compliance Officer,Fredric E. Russell Investment Management Co.,cathy@ferimc.com,,Salesforce
9623227,,Jeff Hufford,,,jeff_hufford@ajg.com,,List import
11033388,Inactive Investor,Brian Hegarty,Equity Sales Trader,"Hegarty Advisors, LLC",brian@hegartyadvisors.com,,Salesforce
10920784,Inactive Investor,Donald Szewczyk,,Lincoln Investment Erie PA 3910 Caughey Rd,dszewczyk@lincolninvestment.com,,Salesforce
10771501,Inactive Investor,Aileen Kraus,Portfolio Manager;President;Principal;Regulatory Contact,M. Kraus & Company,missy@mkrausco.com,,Salesforce
10658705,,Sarah Liu,,,sarah.liu@morganstanleypwm.com,,List Import
11128324,Inactive Investor,William Kirk,,"Sanford C. Bernstein & Co., LLC San Diego CA 4365 Executive Dr",william.kirk@bernstein.com,,Salesforce
11135474,Inactive Investor,Cliff Brock,,"Raymond James Financial Services, Inc. Seymour IN 311 N Ewing St",cliff.brock@raymondjames.com,,Salesforce
10682971,,Bredon Jeffers,,,brendonkjeffers@gmail.com,,Web Form Fillout
10924038,Inactive Investor,Craig Porter,,MWA Financial Services Inc. Wichita KS Private Residence,craig.a.porter@mwarep.org,,Salesforce
11104922,Inactive Investor,Michael Risher,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Barrington IL 303 E Main St,michael.risher@ubs.com,,Salesforce
11122757,Inactive Investor,Roman Anaya,Financial Advisor,Edward Jones Albuquerque NM 2113 Wyoming Blvd NE,roman.anaya@edwardjones.com,,Salesforce
10994225,Inactive Investor,Joshua Stanbrough,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",,,Salesforce
10893350,Inactive Investor,Michael Flowers,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Louisville KY 101 Bullitt Ln",mflowers2@ml.com,,Salesforce
10900677,Inactive Investor,Alison Wertz,Executive Vice President,"Bill Few Associates, Inc. Pittsburgh PA 740 Washington Rd",awertz@billfewassociates.com,,Salesforce
10758926,Inactive Investor,James Liddell,,Fidelity Brokerage Services LLC Fairfield CT 1261 Post Rd,jay.liddell@fidelity.com,,Salesforce
11129223,Inactive Investor,Kathryn Harrison,,"Osaic Wealth, Inc. Birmingham AL 3535 Grandview Pkwy",,,Salesforce
1002209,Inactive Investor,Qing Li,Accountant,MiCap360,qing.li@micap360.com,,Organic Search
11163893,Inactive Investor,Robert Norman,Financial Advisor,"Cutter & Company, Inc.",,,Salesforce
11172216,Inactive Investor,David Macleod,Chief Investment Officer;Financial Advisor;Owner;Shareholder,"Eclectic Associates, Inc.",dmacleod@eclecticassociates.com,,Salesforce
11188358,Inactive Investor,Jared Robinson,,Jefferies LLC,jrobinson@jefferies.com,,Salesforce
6184992,,BÜLENT KARAALP,,,karaalpb@yahoo.com,,Web Form Fillout
11141340,Inactive Investor,Quan Zhao,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11019061,Inactive Investor,Erison Valdez-Hernandez,,J.P. Morgan Securities LLC South Orange NJ 18 S Orange Ave,erison.valdez-hernandez@chase.com,,Salesforce
10980775,Inactive Investor,Philip Swann,Chief Compliance Officer;Founder;Owner;Principal,Well-Planned Financial LLC,,,Salesforce
10908073,Inactive Investor,Robert Loftus,,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11108733,Inactive Investor,Carlton Gushiken,Financial Professional,LPL Financial LLC Honolulu HI 1311 Kapiolani Blvd,carlton.gushiken@lpl.com,,Salesforce
10931297,Inactive Investor,Diana Alden,,Lincoln Investment Jacksonville FL 7077 Bonneval Rd,dalden@lincolninvestment.com,,Salesforce
10861387,Inactive Investor,Rona Stefani,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,rona.blevins.gjce@statefarm.com,,Salesforce
11178991,Inactive Investor,William Beck,Financial Advisor,Commonwealth Financial Network Jacksonville FL 1354 N Laura St,wbeck@commonwealth.com,,Salesforce
10805237,Inactive Investor,Stephen Burgess,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",stephen_burgess@ml.com,,Salesforce
11078276,Inactive Investor,Ruby Wesley,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",ruby.wesley@nm.com,,Salesforce
10954470,Inactive Investor,Samuel Gallup,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11109871,Inactive Investor,Cheryl Loyd,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Anchorage AK 3601 C St",cherie_loyd@ml.com,,Salesforce
229577,, -,,[[Unknown]],cbrann947@yahoo.com,,
10970459,Inactive Investor,Everton Robinson,,Money Concepts Capital Corp Placentia CA 550 W Orangethorpe Ave,erobinson@moneyconcepts.com,,Salesforce
10800176,Inactive Investor,Victoria Esarey,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,victoria.esarey@primerica.com,,Salesforce
5991219,,Max van Wietmarschen,,,info@tech2max.nl,,Web Form Fillout
226378,, -,,[[Unknown]],scottbueker@gmail.com,,Initial Salesforce Import
9576444,,Franklin Broadhurst,,,knighthook60@gmail.com,,List import
10646150,,Paul Demgen,,,pdemgen@causeycpas.com,,List Import
11182757,Inactive Investor,Xavier Nanez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
3639200,,John Grotjahn,,,jgrotjahn1952@gmail.com,,Web Form Fillout
10944642,Inactive Investor,Kenneth Hoiland,,"Cambridge Investment Research, Inc. Portland OR 7128 SW Gonzaga St",,,Salesforce
11084266,Inactive Investor,Russell Karban,Investment Advisor Representative,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
10611902,,Sara Thorson,Financial Advisor,,sara.thorson@morganstanley.com,,List Import
11042866,Inactive Investor,Jay Fitz,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jay_fitz@vanguard.com,,Salesforce
11032040,Inactive Investor,Peter Seyedi,,"Wells Fargo Clearing Services, LLC San Jose CA 1006 Blossom Hill Rd",peyman.seyedi@wellsfargo.com,,Salesforce
10780489,Inactive Investor,Kimberly Nute-Jones,Financial Advisor;Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,kimberly.nute-jones@morganstanley.com,,Salesforce
9621588,,William Huriani,,,apedjan@outlook.com,,List import
11184481,Inactive Investor,Ember Martin,Chief Compliance Officer;Managing Principal;President,Vested Wealth Advisors,emartin@vestedwealthadvisors.com,,Salesforce
339969,,Kelly Daylong,Seattle Law Enforcement Officer,"Financial & Estate Advisors, Inc",kelly@i-fea.com,425-483-3100,Manual List Upload
199014,,Thomas Rendl,,[Unknown],trendl@weg1.com,,source
9636261,,Ebrahim Busheri,,,ebusheri@manning-napier.com,,List import
9584002,,Daniel Gibson,,,daniel.gibson@svaplumb.com,,List import
248504,,Tracy Shi,Managing Partner,Waterdrip Capital,tracy.shi@waterdrip.io,,Manual List Upload
11097387,Inactive Investor,M Dennis,,LPL Financial LLC Edmond OK 317 Lilac Dr,meredith.dennis@lpl.com,,Salesforce
10908898,Inactive Investor,Erin Perkins,,State Farm VP Management Corp. Palmyra MO 211 S Main St,erinperkins@statefarm.com,,Salesforce
11038295,Inactive Investor,Peter Essele,Senior Vice President,Commonwealth Financial Network,pessele@commonwealth.com,,Salesforce
9567425,,Matt Nitschke,,,mnitschke@mdigital.io,,List import
10991900,Inactive Investor,John Keating,,Webull Financial LLC Saint Petersburg FL 200 Carillon Pkwy,,,Salesforce
10893965,Inactive Investor,Michele Delsordo,,"J.W. Cole Financial, Inc.",michele.delsordo@jw-cole.com,,Salesforce
10857286,Inactive Investor,Jason Kirke,Investment Advisor Representative,LPL Financial LLC West Des Moines IA 7601 Office Plaza Dr N,jason.kirke@lpl.com,,Salesforce
10915388,Inactive Investor,Joseph Baker,Chief Compliance Officer;Managing Member;Owner,"Baker Asset Management, LLC",joebaker@bakerassetmanagement.com,,Salesforce
9561021,,Cindy Lundberg,,,cindylundberg@verdecm.com,,List import
11166305,Inactive Investor,John Blanchard,,Lincoln Investment Norwell MA 52 Accord Park Dr,jblanchard@lincolninvestment.com,,Salesforce
11191713,Inactive Investor,Lisa Olinger,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cedar Rapids IA 1065 Sierra Ct NE",lisa_olinger@ml.com,,Salesforce
10929901,Inactive Investor,Douglas Larson,Financial Services Professional,"Concourse Financial Group Securities, Inc. Elkhorn NE 1406 Veterans Dr",douglas.larson@concoursefinancial.com,,Salesforce
11206771,Inactive Investor,Jesse Lopez,,LPL Financial LLC Orange CA 725 W Town and Country Rd,,,Salesforce
11116329,Inactive Investor,John McCauley,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Spring TX 1800 Hughes Landing Blvd",john.mccauley@wellsfargoadvisors.com,,Salesforce
10991955,Inactive Investor,Caleb Reed,,Park Avenue Securities LLC Fairhope AL 154 N Section St,caleb_reed@glic.com,,Salesforce
10813466,Inactive Investor,Robert Freireich,Financial Advisor,LPL Financial LLC Tarrytown NY 520 White Plains Rd,robert.freireich@lpl.com,,Salesforce
11053582,Inactive Investor,Samuel Martin,,"Raymond James Financial Services, Inc. Beaufort SC 700 Bay St",samuel.martin@raymondjames.com,,Salesforce
9548405,,Ted Beebe,,,tedb@columbiapacificwm.com,,List import
10844791,Inactive Investor,Dana Rausch,Member;Owner,"RIA Advisory Group, LLC",dana.rausch@riaadvisorygroup.com,,Salesforce
9638872,,Eileen Scott,,,escott@luminafoundation.org,,List import
344515,,Michael Tempest,Manager,Alta Capital Management Llc,mtempest@altacapital.com,801-274-6010,Manual List Upload
10769971,Inactive Investor,Anna Lay,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
343142,,Adam Calamar,Portfolio Manager,Jensen Investment Management Inc.,acalamar@jenseninvestment.com,503-726-4384,Manual List Upload
11064397,Inactive Investor,Barbara McCormack,Chief Compliance Officer;Investment Advisor Representative;President,McCormack Financial Planning Inc.,barbara@mccormackfp.com,,Salesforce
11060622,Inactive Investor,Robert Bowman,,Snowden Account Services LLC New Haven CT 265 Church St,rbowman@snowdenlane.com,,Salesforce
10934540,Inactive Investor,Kabir Gangahar,Chief Compliance Officer;Managing Member,Gemini Capital Partners LLC,,,Salesforce
9558285,,John Delaney,,,john.delaney@voya.com,,List import
11200250,Inactive Investor,Yousaf Khan,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",yousaf.khan@equitable.com,,Salesforce
10946110,Inactive Investor,Jennifer Hanson,Administrative Assistant,"Wells Fargo Clearing Services, LLC Santa Fe NM 241 Washington Ave",,,Salesforce
11177062,Inactive Investor,Michael Eckenrode,,Cetera Advisor Networks LLC Altoona PA 1425 11th Ave,,,Salesforce
11045097,Inactive Investor,Lily Huynh,,"Farmers Financial Solutions, LLC Dublin CA 11501 Dublin Blvd",lhuynh1@farmersagent.com,,Salesforce
10921993,Inactive Investor,Robert Stromberg,Chief Compliance Officer;Founder;President,Mountain River Financial,,,Salesforce
10835054,Inactive Investor,Walter Pickup,Financial Advisor;Shareholder,Focus Financial Burnsville MN 350 W Burnsville Pkwy,wpickup@focusfinancial.com,,Salesforce
10763155,Inactive Investor,Craig Callery,Team Administrator,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,craig.callery@ubs.com,,Salesforce
10955389,Inactive Investor,Elias Saade,,Cetera Investment Services LLC Pasadena CA 155 N Lake Ave,elias.saade@ceterainvestors.com,,Salesforce
10770237,Inactive Investor,Lori Pirrone,Financial Consultant,"Equitable Advisors, LLC Melville NY 395 N Service Rd",lori.pirrone@equitable.com,,Salesforce
10764608,Inactive Investor,Robert Ripp,,Morgan Stanley Boston MA 28 State St,bob.ripp@morganstanley.com,,Salesforce
11063016,Inactive Investor,Michael Miller,Chief Compliance Officer;Managing Member;Retirement Planning Specialist;Wealth Manager,Miller Premier Investment Planning LLC,michael@feeonlyretirement.com,,Salesforce
10781604,Inactive Investor,Kimberly Elliott,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",kimberly.elliott@wellsfargoadvisors.com,,Salesforce
10952916,Inactive Investor,Max Bozymski,Wealth Client Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",max.bozymski@tiaa.org,,Salesforce
352645,,Leah Dukat,Assistant,Sgroi Wealth Advisory Group Llc,leahd@sgroifinancial.com,716-674-6700,Manual List Upload
9550858,,Kathleen Briggs,,,mskathybriggs@gmail.com,,List import
10769607,Inactive Investor,Michael Guidon,,Goldman Sachs & Co. Seattle WA 401 Union St,michael.guidon@gs.com,,Salesforce
11044695,Inactive Investor,Roger Francis,,LPL Financial LLC Rockaway NJ Private Residence,roger.m.francis@lpl.com,,Salesforce
11210038,Inactive Investor,Melanie Gallen,,Vanguard Marketing Corporation,melanie_gallen@vanguard.com,,Salesforce
9560415,,Rose Marie,,,rosse.mariie02@gmail.com,,List import
10844158,Inactive Investor,Ricky Albritton,Financial Advisor,Edward Jones Farmerville LA 310 N Main St,ricky.albritton@edwardjones.com,,Salesforce
11180255,Inactive Investor,Kristin Bell,Client Advisor;Principal,"Simon Quick Advisors, LLC Chattanooga TN 832 Georgia Ave",kbell@simonquickadvisors.com,,Salesforce
10874552,Inactive Investor,William Brinkley,Managing Director;Senior Portfolio Manager,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",taylor.brinkley@rbc.com,,Salesforce
11017775,Inactive Investor,Andrew Bensey,,LPL Financial LLC Orlando FL 6900 Tavistock Lakes Blvd,andrew.bensey@lpl.com,,Salesforce
10998381,Inactive Investor,Kylee Mendoza,,Key Investment Services LLC,kylee.mendoza@key.com,,Salesforce
11140819,Inactive Investor,Dawn Lewis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",dawn_lewis@ml.com,,Salesforce
11194676,Inactive Investor,Carol Bethune,Financial Advisor,Preisz Financial,carol@preisz.com,,Salesforce
203021,,Guillermo Russo,,[Unknown],russo.guillermo@gmail.com,,
9622344,,Matthew Marckmann,,,matthew.marckmann@ms.com,,List import
11026838,Inactive Investor,Ryan Bargoil,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10930603,Inactive Investor,Hyman Glasman,,LPL Financial LLC Vernon Rockville CT 6 Pitkin Rd,hyman.glasman@lpl.com,,Salesforce
10963015,Inactive Investor,Kody Ross,Client Service Associate,Morgan Stanley Mount Laurel NJ 330 Fellowship Rd,,,Salesforce
9606037,,bruce lee,,,bitcoinli2018@gmail.com,,List import
10754657,Inactive Investor,John Crowther,,"Calton & Associates, Inc. Paulsboro NJ 10 W Broad St",jqcrowther@calton.com,,Salesforce
9619464,,Francis Latuda,,,flatuda@kennedycapital.com,,List import
10860966,Inactive Investor,Robert Foley,,"Raymond James Financial Services, Inc. Tustin CA 17542 17th St",robert.foley@raymondjames.com,,Salesforce
10757883,Inactive Investor,Lisa Sorrentino,,LPL Financial LLC,lisa.sorrentino@lpl.com,,Salesforce
9566333,,Yeoshen Tsui,,,yeoshen.tsui@suntrust.com,,List import
10936938,Inactive Investor,John Chesbrough,Founder;Investment Advisor;Owner,Trail Financial Planning LLC,john@trailfp.com,,Salesforce
11091239,Inactive Investor,Eric Burrell,,Fidelity Brokerage Services LLC,,,Salesforce
11002057,Inactive Investor,Nicolas Caradonna,Financial Advisor;Financial Representative,"Principal Securities, Inc. Atlanta GA 3625 Cumberland Blvd SE",caradonna.nick@principal.com,,Salesforce
9625268,,Robert Beck,,,robert-beck@uiowa.edu,,List import
9601300,,Tim Miller,,,tim.miller@doitbest.com,,List import
9557910,,Craig Flagg,,,craig.flagg@lfg.com,,List import
10867815,Inactive Investor,Mark Bonnett,Chief Executive Officer;President;Regulatory Contact;Senior Wealth Advisor,CorePath Wealth Partners LLC,mark.bonnett@corepathwealth.com,,Salesforce
10656089,,Sharon Allen,,,sharon@sterlingwealthmanagement.com,,List import
10923112,Inactive Investor,Luke Powers,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9638114,,Francois Oesch,,,f.oesch@heritage.ch,,List import
10938160,Inactive Investor,Minh-Chau Nguyen,,NYLIFE Securities LLC Tacoma WA 1201 Pacific Ave,mnguyen6@ft.newyorklife.com,,Salesforce
11205771,Inactive Investor,Bradley Jensen,,"OneAmerica Securities, Inc. Tampa FL 3825 Henderson Blvd",brad.jensen@oasecurities.com,,Salesforce
10947917,Inactive Investor,Sharon Toston,Registered Administrative Associate,LPL Financial LLC Clearwater FL 1700 N McMullen Booth Rd,sharon.toston@lpl.com,,Salesforce
10753800,Inactive Investor,Steven Lucas,Financial Advisor,Edward Jones Wilmington DE 1601 Milltown Rd,steven.lucas@edwardjones.com,,Salesforce
10973744,Inactive Investor,Larry Peery,Chief Compliance Officer;Managing Member;Managing Partner,"Magnolia Private Wealth, LLC",lpeery@magnoliapw.com,,Salesforce
10833589,Inactive Investor,Roy Fakoury,Financial Advisor,LPL Financial LLC Camden SC 1034 Broad St,roy.fakoury@lpl.com,,Salesforce
10802914,Inactive Investor,Courtney Caldwell,,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",courtney.caldwell@lfg.com,,Salesforce
10940118,Inactive Investor,Theron Bastian,,LPL Financial LLC Buffalo NY 1531 Niagara Falls Blvd,theron.bastian@lpl.com,,Salesforce
11133015,Inactive Investor,Brody Brumm,Financial Advisor,Edward Jones Indianapolis IN 8440 Woodfield Crossing Blvd,brody.brumm@edwardjones.com,,Salesforce
206019,,Nicholas Shaheen,President & Chief Compliance Officer,Financial Services Of America Advisors,nshaheen@fsa-1.com,586-939-3810,Manual List Upload
11199785,Inactive Investor,Colin Foley,Vice President,Neuberger Berman BD LLC,colin.foley@nb.com,,Salesforce
11045272,Inactive Investor,Jay Brown,,B. Riley Wealth Management Houston TX 4400 Post Oak Pkwy,jaybrown@brileywealth.com,,Salesforce
11205738,Inactive Investor,Alisa Diomin,Associate,J.P. Morgan Securities LLC Birmingham MI 480 Pierce St,,,Salesforce
11201583,Inactive Investor,Bradley Bowman,Senior Vice President;Wealth Advisor,Sovereign Wealth Advisors LLC,,,Salesforce
9569362,,Paul Marino,,,paul@marinostram.com,,List import
10972785,Inactive Investor,Eric Fredback,Advisor;Financial Analyst,"Pacific Value, LLC",eric@pacificvalue.net,,Salesforce
10931842,Inactive Investor,Andrew Comstock,Chief Compliance Officer;Principal;Wealth Advisor,Beyond Wealth,andrew@castlebaram.com,,Salesforce
11127562,Inactive Investor,Paul Phillips,Financial Advisor,Edward Jones Grapevine TX 1125 S Ball St,paul.b.phillips@edwardjones.com,,Salesforce
10793821,Inactive Investor,William Miller,Member,"Kilner Capital Advisors, LLC",william@kilnercapital.com,,Salesforce
10988947,Inactive Investor,Jeremy Busch,Wealth Advisor,Keystone Financial Services,jeremy@keystonefinancial.com,,Salesforce
10998375,Inactive Investor,Joey Thacker,,J.P. Morgan Securities LLC Wooster OH 141 N Walnut St,joey.thacker@jpmorgan.com,,Salesforce
11111802,Inactive Investor,Howard Glasgow,Senior Vice President - Wealth Management,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,wil.glasgow@ubs.com,,Salesforce
11030164,Inactive Investor,Weiqun Mao,,"Osaic FA, Inc. Chicago IL 8755 W Higgins Rd",weiqun.mao@lfg.com,,Salesforce
11026766,Inactive Investor,Rocco English,,State Farm VP Management Corp. Orlando FL 11071 University Blvd,rocco.english.cslk@statefarm.com,,Salesforce
10910385,Inactive Investor,Corey Kenedy,Chief Compliance Officer;Managing Member;Managing Partner,"Entrust Parable Capital, LLC",corey.kenedy@entrustparable.com,,Salesforce
11024017,Inactive Investor,Kent Hu,Financial Advisor,"Pruco Securities, LLC. Salt Lake City UT 5353 S 960 E",kent.hu@prudential.com,,Salesforce
9614868,,Kevin Kirkwood,,,kkirkwood@alitis.ca,,List import
11178692,Inactive Investor,Joseph Meador,Investment Advisor Representative,"Intercarolina Financial Services, Inc.",,,Salesforce
10779653,Inactive Investor,Dana Wolf,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",dana.wolf@rbc.com,,Salesforce
10635129,,Vincent Gijón,,,vinzxx@me.com,,Web Form Fillout
10855383,Inactive Investor,James Fowler,,"TIAA-CREF Individual & Institutional Services, LLC Latham NY 30 Century Hill Dr",james.fowler@tiaa.org,,Salesforce
11086639,Inactive Investor,Kevin Driscoll,,"Raymond James Financial Services, Inc. Jacksonville FL 8825 Perimeter Park Blvd",,,Salesforce
10863555,Inactive Investor,Federico Barreto,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. North Palm Beach FL 11780 US Hwy 1,federico.barreto@opco.com,,Salesforce
10992950,Inactive Investor,Christianne Hutchinson,,Fidelity Brokerage Services LLC,,,Salesforce
10984019,Inactive Investor,Ricki Gross,,PFS Investments Inc. Lanham MD 9418 Annapolis Rd,rickil.gross@primerica.com,,Salesforce
11049266,Inactive Investor,Stephanie Schanken,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Westerville OH Private Residence",sschanken@wfafinet.com,,Salesforce
10798584,Inactive Investor,Gregory Allen,Financial Consultant,LPL Financial LLC Charlotte NC 6728 Red Maple Dr,,,Salesforce
10998008,Inactive Investor,Matthew Englade,,NYLIFE Securities LLC Baton Rouge LA 2431 S Acadian Trwy,menglade@ft.newyorklife.com,,Salesforce
9585808,,Todd Moyer,,,tkmoyer@gmail.com,,List import
10931314,Inactive Investor,Neiaffa Jones-Blue,,J.P. Morgan Securities LLC New Hyde Park NY 2335 New Hyde Park Rd,neiaffa.a.jones@chase.com,,Salesforce
9601294,,Steven Sturner,,,ssturner@tempuswp.com,,List import
10990890,Inactive Investor,Sathish Veeraraghavan,Chief Compliance Officer;Investment Advisor Representative;Managing Member,First Principles Investment Management LLC Los Gatos CA 100 Madera Ct,sathish@firstprinciplesinvestment.com,,Salesforce
9599633,,Curtis Buckhout,,,cjbuckhout@yahoi.com,,List import
11043040,Inactive Investor,Stephen McCarty,,Edward Jones Hillsboro OR 6125 NE Cornell Rd,steve.mccarty@edwardjones.com,,Salesforce
11038921,Inactive Investor,Shereka Glenn,,Fidelity Brokerage Services LLC,,,Salesforce
9616931,,Juan Carlos Morales,,,jcm@tigermedia.com.mx,,List import
10876323,Inactive Investor,Adam Cooper,,J.P. Morgan Securities LLC Newark DE 4041 Ogletown Rd,,,Salesforce
10983635,Inactive Investor,Richard Boyd,,Cetera Investment Services LLC Encinitas CA 429 Santa Fe Dr,,,Salesforce
10776370,Inactive Investor,Kim Evans,,"Charles Schwab & Co., Inc. Oviedo FL Private Residence",kim.evans@schwab.com,,Salesforce
11084129,Inactive Investor,Mark Delmar,Financial Advisor;Senior Vice President,Morgan Stanley Tampa FL 18302 Highwoods Preserve Pkwy,mark.delmar@morganstanley.com,,Salesforce
9648333,,Edric Davis,,,bythebook258@gmail.com,,List import
11222070,,Kara Vance,,,kara.vance@timothyfinancial.com,,List Import
10801052,Inactive Investor,Jonathan Yolles,Co-Founder;President - Private Client Service,"GYL Financial Synergies, LLC",jyolles@gylfinsyn.com,,Salesforce
10939992,Inactive Investor,Ryan Bunn,,Fidelity Brokerage Services LLC Durham NC Private Residence,,,Salesforce
160727,,jerome de leon,,[Unknown],jpdeleon.bsap@gmail.com,,
10760660,Inactive Investor,Stig-Niclas Mellody,Managing Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,stigniclas.mellody@jpmorgan.com,,Salesforce
11229747,Inactive Investor,Stephen Casavant,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",stephen.casavant@nm.com,,Salesforce
9544510,,ryan.m.paylor@gmail.com Paylor,,,ryan.m.paylor@gmail.com,,List import
4595460,,Evan Douglas,,none,puck2@protonmail.com,5033313661,Web Form Fillout
9643730,,zack scott,,,zsl27oataat@gmail.com,,List import
10996276,Inactive Investor,Roberto Laguer,Vice President,PFS Investments Inc. Bronx NY 2114 Williamsbridge Rd,rlaguer@primerica.com,,Salesforce
10943885,Inactive Investor,Robert Katz,,"Concourse Financial Group Securities, Inc. Denver CO 2960 Simms St",robert.katz@concoursefinancial.com,,Salesforce
10866160,Inactive Investor,Jonathan Gomes,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jonathan_gomes@vanguard.com,,Salesforce
10551377,,William Hershey,,,william.n.hershey@gmail.com,,Web Form Fillout
9556736,,Benjamin Strait,,,benjamin.strait@fmr.com,,List import
9606164,,han chang,,,463353857@qq.com,,List import
10978465,Inactive Investor,Luis Rojas,,J.P. Morgan Securities LLC Greenwich CT 231 Greenwich Ave,luis.rojas@jpmorgan.com,,Salesforce
9630122,,Eunkwang Roh,,,no784@naver.com,,List import
9569866,,Marian Brancaccio,,,mbrancaccio@deerfieldpartners.com,,List import
221350,,Alphonso Salazar,,[Unknown],asalazar555@icloud.com,,
9572087,,Lloyd Jagai,,,lloyd@o-corp.com,,List import
10972894,Inactive Investor,Greg Manley,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,greg.manley.mo98@statefarm.com,,Salesforce
11234976,Inactive Investor,David Varisco,Investment Advisor,FMSA Lafayette LA 412 W University Ave,dvarisco@myfmsa.com,,Salesforce
10781205,Inactive Investor,Matthew Mitchell,Financial Advisor,"BOK Financial Securities, Inc. Tulsa OK 3045 S Harvard Ave",matthew.mitchell@bokf.com,,Salesforce
9621394,,Stanley Chiang,,,stanchiang23@gmail.com,,List import
11015451,Inactive Investor,Cody Huckins,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,cchuckins@ft.newyorklife.com,,Salesforce
10771126,Inactive Investor,Luvy Gonzalez,Financial Advisor;Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,luvy.gonzalez@morganstanley.com,,Salesforce
10906965,Inactive Investor,Brian Turpen,,"Raymond James Financial Services, Inc. Houston TX 15260 FM 529 Rd",brian.turpen@raymondjames.com,,Salesforce
10878831,Inactive Investor,Robert Witt,Financial Advisor,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,bwitt@savantwealth.com,,Salesforce
10979803,Inactive Investor,Brittani Morris,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,brittani.morris.kpj9@statefarm.com,,Salesforce
11254884,Inactive Investor,Mark Johnson,Investment Advisor;Lead Advisor,Scholar Financial Advising LLC Clemmons NC Private Residence,mark@scholarfinancialadvising.com,,Salesforce
9555201,,Michael Martin,,,martinmf73@gmail.com,,List import
9548536,,Samab Uddin,,,samabuddin3@gmail.com,,List import
119000,,Jim Lapp,,[Unknown],jimlapp1@gmail.com,,source
11085063,Inactive Investor,Shana Hurt,Financial Advisor;First Vice President,Morgan Stanley Winston-Salem NC 100 N Main St,,,Salesforce
9576290,,Amanda McCarver,,,amanda.mccarver@fmr.com,,List import
11088956,Inactive Investor,Michael Mckee,Chief Compliance Officer;Managing Member;Owner;President,Inspire Capital Management LLC,mckee@inspirecapital.com,,Salesforce
10357615,,Nori Takebayashi,,,take@cyberdreams.asia,,Web form fillout
11125196,Inactive Investor,Jonathan Jones,,SECU Brokerage Services Raleigh NC 801 Hillsborough St,jonathan.jones@ncsecu.org,,Salesforce
10579026,,Obi Dashpel,,,odashpel@gmail.com,,Web Form Fillout
227606,, -,,[[Unknown]],emiller783@gmail.com,,Paid Social
10648128,,Ronald Besonen,,,ron.besonen@epiqwest.com,,List Import
10662213,,Anthony Greenwood,,,tgreenwood@vestorcapital.com,,List Import
11034889,Inactive Investor,Reid Tokujo,,"Allstate Financial Services, LLC Kaneohe HI 45-943 Kamehameha Hwy",,,Salesforce
10990631,Inactive Investor,Dvora Benedict,,NYLIFE Securities LLC New York NY 285 Fulton St,dbenedict@ft.newyorklife.com,,Salesforce
11098101,Inactive Investor,Huanwei Huang,,"Glendale Securities, Inc. Brooklyn NY 2021 86th St",,,Salesforce
335664,,Thomas Haug,Managing Partner,"Bishop Rock Capital, L.p.",thomas@bishoprockcap.com,646-491-6020,Manual List Upload
11028900,Inactive Investor,Marshall Nielson,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orem UT 493 S Orem Blvd",marshall.nielson@tfaconnect.com,,Salesforce
230111,,mike -,,usw,tinymjs@gmail.com,,
11066282,Inactive Investor,David Langan,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
10932973,Inactive Investor,Sean Christensen,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,,,Salesforce
10645474,,Thomas Desimone,,,tdesimone@prairiecap.com,,List Import
6922919,,Anne Smith,,,jutrimakke@gufum.com,,Web Form Fillout
11018208,Inactive Investor,Julia Patterson,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",pattersonj@financialguide.com,,Salesforce
9611721,,Michael Dodge,,,kaisupply@gmail.com,,List import
10806905,Inactive Investor,Scott Bancroft,Financial Advisor,LPL Financial LLC Cresskill NJ Private Residence,scott.bancroft@lpl.com,,Salesforce
10959183,Inactive Investor,Andrew Chhor,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
10970589,Inactive Investor,Ryan Mcmanus,Senior Wealth Advisor,Ballentine Partners,rmcmanus@ballentinepartners.com,,Salesforce
10823382,Inactive Investor,Michael Mustas,Financial Advisor,Edward Jones Delafield WI 611 Main St,michael.mustas@edwardjones.com,,Salesforce
10850377,Inactive Investor,Andrea Shelton,Associate Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Saint Louis MO 101 S Hanley Rd",andrea.shelton@nm.com,,Salesforce
10661522,,Michael Turro,,,mike.turro@magnetar.com,,List Import
2510519,,Philip Shaw,,,kqkx@pm.me,,
10864072,Inactive Investor,Carl Robinson,Senior Vice President;Wealth Consultant,"First Citizens Investor Services, Inc. Boston MA 53 State St",carl.robinson@firstcitizens.com,,Salesforce
151887,,Viacheslav Seleznev,,[Unknown],kupol24@mail.ru,,
10851370,Inactive Investor,Shawn Lawson,Chief Client Solutions Officer,"Executive Wealth Management, LLC",slawson@ewmadvisors.com,,Salesforce
9595507,,Lindley fran Navaja,,,lindleyfran1992@gmail.com,,List import
10775222,Inactive Investor,Cynthia Colin,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",cynthia.colin@wellsfargoadvisors.com,,Salesforce
10898971,Inactive Investor,Tracy Leone,,J.P. Morgan Securities LLC Summit NJ 25 Deforest Ave,tracy.leone@jpmorgan.com,,Salesforce
10900567,Inactive Investor,Bridget Hillsman,Branch Manager;Senior Client Associate,"RBC Capital Markets, LLC San Antonio TX 303 Pearl Pkwy",bridget.hillsman@rbc.com,,Salesforce
10815099,Inactive Investor,Kathleen Evans,Client Relationship Associate,William Blair,kevans@williamblair.com,,Salesforce
10979649,Inactive Investor,Grace Smith,,"Empower Financial Services, Inc Leawood KS 11500 Outlook St",grace.smith@empower.com,,Salesforce
10806935,Inactive Investor,David Lambert,,"Benjamin F. Edwards & Company, Inc. Spokane WA 16201 E Indiana Ave",dave.lambert@benjaminfedwards.com,,Salesforce
11012368,Inactive Investor,John Bright,,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",john.bright@prudential.com,,Salesforce
11098589,Inactive Investor,Laura Grimaldi,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,lgrimaldi@primerica.com,,Salesforce
10957956,Inactive Investor,Reza Keshtbod,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10612789,,George Hunt,"Financial Advisor, Managing Director",,george.hunt@ampf.com,,List Import
373543,,William Ruiz,,[Unknown],billruiz@gmail.com,,source
11175204,Inactive Investor,Matthew Olson,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",,,Salesforce
10821770,Inactive Investor,George Mclanahan,Private Wealth Advisor;Service Associate,Morgan Stanley New York NY 1585 Broadway,george.mclanahan@morganstanleypwm.com,,Salesforce
10845034,Inactive Investor,Simone Pitter,Financial Advisor,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",simone.pitter@raymondjames.com,,Salesforce
11097609,Inactive Investor,Christopher Jasper,Advisor,"NorthRock Partners, LLC Barrington IL 21925 W Field Pkwy",chris.jasper@northrockpartners.com,,Salesforce
10836285,Inactive Investor,James Sterrett,Financial Advisor;Vice President,"RBC Capital Markets, LLC Mount Laurel NJ 3000 Atrium Way",james.sterrett@rbc.com,,Salesforce
11030917,Inactive Investor,Deborah Slimm,,J.P. Morgan Securities LLC Pompano Beach FL 6500 N State Road 7,deborah.slimm@jpmorgan.com,,Salesforce
11117351,Inactive Investor,Lawrence Brabble,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,lawrence.brabble@jpmorgan.com,,Salesforce
10876208,Inactive Investor,Patricia Clark,,LPL Financial LLC Hixson TN 5470 Hixson Pike,patricia.l.clark@lpl.com,,Salesforce
10802012,Inactive Investor,Carl Worden,Chief Compliance Officer;Investment Advisor;President,"Equity Advisors, LLC",,,Salesforce
370730,,Vaclav Jares,,[Unknown],vasek.jares@gmail.com,,Salesforce
9580030,,Ramzi Muasher,,,Ramzi827@gmail.com,,List import
215092,,Victoria Watters,,Galaxy Digital,victoria.watters@galaxydigital.io,,Direct
11165833,Inactive Investor,Jeffrey Rodgers,Financial Advisor,LPL Financial LLC Crystal Lake IL 780 McArdle Dr,jeffrey.rodgers@lpl.com,,Salesforce
11014418,Inactive Investor,Robert Dow,,"Farmers Financial Solutions, LLC Glendora CA 115 E Foothill Blvd",rdow1@farmersagent.com,,Salesforce
10903680,Inactive Investor,Steven Post,Investment Advisor Representative;Managing Member;Owner;Regulatory Contact,"Pathway Financial Advisers, LLC",,,Salesforce
11135030,Inactive Investor,Kathleen Erickson,Financial Consultant,LPL Financial LLC Ft. Bragg CA Private Residence,kathleen.erickson@lpl.com,,Salesforce
11073700,Inactive Investor,Joseph Giordano,Financial Advisor;Institutional Consultant;Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,joseph.giordano@morganstanley.com,,Salesforce
11182367,Inactive Investor,Karen Chapell,Managing Partner,"Retirement Income Solutions, Inc.",karenchapell@risadvisory.com,,Salesforce
11185692,Inactive Investor,Robert Kuehl,Director - Education;Vice President,H. C. Denison Co.,rkuehl@hcdenison.com,,Salesforce
10786806,Inactive Investor,Matthew Carr,Vice President,J.P. Morgan Securities LLC South Charleston WV 505 D St,matthew.c.carr@jpmorgan.com,,Salesforce
9603888,,Rhonda Wynn,,,tomasa@yahoo.com,,List import
10833917,Inactive Investor,Dustin Brown,,"Raymond James Financial Services, Inc. Saint Louis MO 11600 Manchester Rd",dustin.brown@raymondjames.com,,Salesforce
11126123,Inactive Investor,Michael Federico,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11155790,Inactive Investor,Elijah Parker,,"Northwestern Mutual Investment Services, LLC Jackson TN 72 Lynoak Cv",elijah.parker@nm.com,,Salesforce
11201685,Inactive Investor,Andrea Lacey,,Citigroup Global Markets Inc.,andrea.l.lacey@citigroup.com,,Salesforce
7206569,,Deanna Foster,,,tapoyim735@etondy.com,,Web Form Fillout
10774788,Inactive Investor,Sandra Atkinson,Financial Advisor,Edward Jones North Manchester IN 1604 State Road 114 W,sandra.atkinson@edwardjones.com,,Salesforce
10507093,,Shakeel ahmad Jatoi,,,shakeelahmadjatoijatoi@gmail.com,,Web Form Fillout
11009675,Inactive Investor,Jacob Plowman,,MWA Financial Services Inc. Colorado Springs CO 9524 Federal Dr,jacob.plowman@modern-woodmen.org,,Salesforce
10770434,Inactive Investor,Ryan Dezwarte,Financial Consultant;Marketing Assistant,LPL Financial LLC Urbandale IA 8515 Douglas Ave,ryan.dezwarte@lpl.com,,Salesforce
11137765,Inactive Investor,Jordyn Eaton,,"Northwestern Mutual Investment Services, LLC Metairie LA 111 Veterans Blvd",,,Salesforce
10887521,Inactive Investor,Jerry Dipert,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",jdipert@financialguide.com,,Salesforce
11099244,Inactive Investor,Toby Guillory,Associate,Edward Jones Houma LA 1403 Saint Charles St,,,Salesforce
11035532,Inactive Investor,Scott Davis,,"Ameriprise Financial Services, LLC Dallas TX 8850 Boedeker Dr",,,Salesforce
10844533,Inactive Investor,Jami Schwalm,Branch Manager;Chief Compliance Officer,John Moore & Associates Inc Albuquerque NM 6301 Indian School Rd NE,jschwalm@johnmoore.com,,Salesforce
10817628,Inactive Investor,Michael Guild,Financial Advisor;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,michael.guild@ubs.com,,Salesforce
10897930,Inactive Investor,Jeffery Solinsky,,"Strategic Financial Concepts, LLC Deridder LA 427 N Pine St",jsolinsky@sfcria.com,,Salesforce
10614058,,Kenneth Cariota,"Financial Advisor, Investment Officer, Managing Director",,kenneth.cariota@wellsfargoadvisors.com,,List Import
9590738,,Laurie Pisano,,,lpisano@rowam.com,,List import
11016916,Inactive Investor,Ty Garo,,"Raymond James Financial Services, Inc. Portland OR 5440 SW Westgate Dr",ty.garo@raymondjames.com,,Salesforce
10908893,Inactive Investor,Glenn Hammill,,"Osaic FA, Inc. Walnut Creek CA 1148 Alpine Rd",,,Salesforce
9589848,,Tom Sleeter,,,tsleeter@totalclaritywealth.com,,List import
9584725,,Marc Rowan,,,mrowan@apollo.com,,List import
10775327,Inactive Investor,Scott Jensen,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",scott.jensen@schwab.com,,Salesforce
10993087,Inactive Investor,Dana Richmond,,Cetera Advisor Networks LLC Maitland FL 1750 N Maitland Ave,,,Salesforce
10776125,Inactive Investor,John Fischetti,Financial Advisor;Vice President,Morgan Stanley Williamsport PA 175 Pine St,john.fischetti@morganstanley.com,,Salesforce
11007386,Inactive Investor,Brianna Madren,,"INVST, LLC Lafayette IN 3741 Rome Dr",brianna@invst.com,,Salesforce
9601432,,Kelsey Ball,,,salmon@aol.com,,List import
11149815,Inactive Investor,Brett Nanna,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,brett_nanna@glic.com,,Salesforce
11114114,Inactive Investor,Melissa Gerdes,Financial Advisor;Financial Planning Specialist,Morgan Stanley Coral Springs FL 2825 N University Dr,,,Salesforce
9613668,,Simon AKKAD,,,symacademy@gmail.com,,List import
11232613,Inactive Investor,Christopher Harris,,Cetera Advisor Networks LLC Annapolis MD 115 West St,,,Salesforce
10978365,Inactive Investor,Manuel Esparza,,Park Avenue Securities LLC Alice TX 1807 E Main St,manuel_esparza@glic.com,,Salesforce
10994212,Inactive Investor,Franklin Chelebian,Financial Consultant,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",franklin.chelebian@equitable.com,,Salesforce
10884865,Inactive Investor,Ernesto Revilla Soriano,,Citigroup Global Markets Inc.,,,Salesforce
225764,,Roger -,,[[Unknown]],andrew@burgert.com,,Initial Salesforce Import
10794842,Inactive Investor,Dennis McGinley,,Fidelity Brokerage Services LLC New York NY 1120 Avenue of the Americas,dennis.mcginley@fidelity.com,,Salesforce
10888885,Inactive Investor,Homer Smith,Private Wealth Advisor,Integrated Wealth Concepts LLC Gig Harbor WA 3312 Rosedale St,,,Salesforce
10976941,Inactive Investor,Ishawn Yajnik,,J.P. Morgan Securities LLC Dublin OH 6271 Perimeter Dr,ishawn.yajnik@jpmorgan.com,,Salesforce
9621719,,Davida Larson,,,sleepy99@protonmail.com,,List import
226539,, -,,[[Unknown]],sportsarb@gmail.com,,Initial Salesforce Import
10949999,Inactive Investor,Kevin Bishop,Client Service Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,kevin-za.bishop@ubs.com,,Salesforce
10848606,Inactive Investor,Patrick Conlon,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Iowa City IA 941 2nd Ave",pconlon@tiaa.org,,Salesforce
346804,,Allison Thrush,Managing Director,Graticule Asia Macro Advisors Llc,athrush@fortress.com,656-671-2500,Manual List Upload
239999,,Jennifer Aguerrebere,Chief Compliance Officer,Greenwood Family Advisors Llc,jennifer@gwfamilyadvisors.com,305-648-6405,Manual List Upload
11204227,Inactive Investor,Thomas Lanton,,Lincoln Investment West Abington Twp PA Private Residence,tlanton@lincolninvestment.com,,Salesforce
11069115,Inactive Investor,Janel Cross,,Commonwealth Financial Network Lancaster PA 480 New Holland Ave,jcross@commonwealth.com,,Salesforce
11003234,Inactive Investor,Katherine Espinosa,,MissionSquare Investment Services,kespinosa@icmarc.org,,Salesforce
11139802,Inactive Investor,Steve Kwong,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",steve_kwong@ml.com,,Salesforce
10696260,,Fabian Onetti,,Winston Capital Advisors,fo@winston.capital,,List import
9587196,,Jennifer Moore,,,moore@kancap.com,,List import
11189041,Inactive Investor,Christopher Crotts,,"Osaic Wealth, Inc. Oklahoma City OK 301 NW 61st St",,,Salesforce
10867701,Inactive Investor,Barton Ketterling,Investment Advisor Representative,Commonwealth Financial Network Ventura CA 2299 E Main St,bketterling@cfnmail.com,,Salesforce
10777574,Inactive Investor,Justin Wasfy,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",justin_wasfy@ml.com,,Salesforce
11097331,Inactive Investor,Lewis Bordoley,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lee NJ 2200 Fletcher Ave",lewis.bordoley@ml.com,,Salesforce
10902836,Inactive Investor,Thomas Elliott,Financial Advisor,"RBC Capital Markets, LLC Bainbridge Island WA 175 Parfitt Way SW",thomas.elliott@rbc.com,,Salesforce
10909955,Inactive Investor,Susanne Rinne,,"Ameritas Investment Company, LLC Lincoln NE 5945 R St",srinne@ameritas.com,,Salesforce
11151822,Inactive Investor,Robert Cockman,,"Raymond James Financial Services, Inc. Burlington NC 2815 S Church St",robert.cockman@raymondjames.com,,Salesforce
10774517,Inactive Investor,Helen Riley,Senior Client Associate,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",marie.riley@wellsfargo.com,,Salesforce
11142137,Inactive Investor,Wesley Miller,Assistant Vice President;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 214 Senate Ave",wesley.miller@ml.com,,Salesforce
9621673,,Christopher Wilkinson,,,cwilkinson@onetreewealth.com,,List import
1005311,Inactive Investor,Kenneth Yeh,,Kenneth Yeh,kenneth.yeh@gmail.com,626 512 2156,Other
10978717,Inactive Investor,Jeffery Bowlin,Financial Advisor;Market President;Partner,Constellation Wealth Advisors Nashville TN Private Residence,bowlin@constellation-wealth.com,,Salesforce
10776095,Inactive Investor,William Terlesky,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",william.terlesky@53.com,,Salesforce
11091633,Inactive Investor,Timothy Guhl,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",timothy.guhl@nm.com,,Salesforce
10759988,Inactive Investor,John Doering,Financial Advisor,Edward Jones Omaha NE 4868 S 96th St,ward.doering@edwardjones.com,,Salesforce
338850,,Kaeri Carroll,"Director, It",Novem Group,kcarroll@novemgroup.com,585-348-9525,Manual List Upload
1003346,Inactive Investor,Tara Stacom,,Cushman & Wakefield,tara.stacom@cushwake.com,,3rd Party Lead Gen
9553367,,ivy fan,,,fanyuivy@gmail.com,,List import
10512781,,dwight okumoto,,,rsx979@gmail.com,,Web Form Fillout
349657,,Daniel Federmann,"Partner, Chief Financial Officer","Alternative Investment Management, Llc",dfedermann@aim13.com,212-557-6191,Manual List Upload
11183030,Inactive Investor,Christian Mendoza,,"U.S. Bancorp Investments, Inc. Las Vegas NV 2300 W Sahara Ave",christian.mendoza@usbank.com,,Salesforce
11142338,Inactive Investor,Kathleen Mcelaney,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",kathleen.mcelaney@ml.com,,Salesforce
11079592,Inactive Investor,Joseph Ward,Financial Representative,"Northwestern Mutual Investment Services, LLC West Hartford CT 29 S Main St",joseph.o.ward@nm.com,,Salesforce
11062369,Inactive Investor,Scott Cheshire,,Financial Network Wealth Advisors LLC Layton UT 2317 N Hill Field Rd,scott.cheshire@p4wealth.com,,Salesforce
11078307,Inactive Investor,Eugenia Taff-Mensah,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11056933,Inactive Investor,Eric Carlson,,"Robinhood Financial, LLC Menlo Park CA 85 Willow Rd",,,Salesforce
10647831,,John Strunc,,,jstrunc@mountaincapital.us,,List Import
9612901,,Sandy Lincoln,,,sandy.a.lincoln@micorp.com,,List import
10922994,Inactive Investor,Ryan Ely,Investment Committee;Senior Investment Advisor,"Capital Investment Advisors, LLC",rely@yourwealth.com,,Salesforce
11138157,Inactive Investor,Robert Fortino,Financial Advisor,Edward Jones Gilroy CA 8060 Santa Teresa Blvd,tim.fortino@edwardjones.com,,Salesforce
11084931,Inactive Investor,Christopher Kocinski,Managing Director;Senior Portfolio Manager,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,christopher.kocinski@nb.com,,Salesforce
10754915,Inactive Investor,Stephen Wedel,,"RFG Advisory, LLC Saint Louis MO 3 Cityplace Dr",swedel@rfgadvisory.com,,Salesforce
11117193,Inactive Investor,Xiao-Xia Zhen,Senior International Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cambridge MA 92 Ames St",erica_zhen@ml.com,,Salesforce
10783784,Inactive Investor,Patrick Stephens,Investment Advisor Representative,"Equity Services, Inc. Minneapolis MN 2 Carlson Pkwy N",stephens_patrick@nlvmail.com,,Salesforce
9625799,,Guillermo De Bernardo,,,debernardo@gmail.com,,List import
10947981,Inactive Investor,Russell Zamloot,,LPL Financial LLC Caldwell NJ 185 Fairfield Ave,russell.zamloot@lpl.com,,Salesforce
5775172,,Robt Smith,,,jitira7663@areosur.com,,Web Form Fillout
341519,,Daniel Margolis,General Counsel,"Ellington Global Asset Management, Llc",dmargolis@ellington.com,203-698-1200,Manual List Upload
10794926,Inactive Investor,Timothy Graham,,MWA Financial Services Inc. Windham ME 909 Roosevelt Trl,timothy.k.graham@mwarep.org,,Salesforce
10929117,Inactive Investor,Charles Beagle,,"Osaic Wealth, Inc. Missoula MT 2135 S 3rd St W",,,Salesforce
10829147,Inactive Investor,Fariba Hekmat,Senior Registered Account Administrator,"Wells Fargo Advisors Financial Network, LLC Agoura Hills CA 30300 Agoura Rd",fariba.samtani@wfafinet.com,,Salesforce
10731230,,Danu Ahmad,,,danubta379@gmail.com,,Web Form Fillout
11002846,Inactive Investor,Danielle Wright,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11109632,Inactive Investor,Brian McGeehon,Wealth Advisor,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,brian.mcgeehon@lpl.com,,Salesforce
11099190,Inactive Investor,Vicki Kelsey,Investment Advisor,Shoreline Wealth Advisors Carmel IN 11495 N Pennsylvania St,vicki@shoreline-llc.com,,Salesforce
11169357,Inactive Investor,Robert Seigendall,Financial Advisor,Morgan Stanley Austin TX 301 Congress Ave,robert.seigendall@morganstanley.com,,Salesforce
9557421,,Saar malka,,,saarmalka1@gmail.com,,List import
9624741,,Olin Steel,,,olinsteel@hotmail.com,,List import
11220447,,Omar Alyemany,,,oalyemany@ayco.com,,Other
10844868,Inactive Investor,Scott Nelson,,"Raymond James & Associates, Inc. West Palm Beach FL Private Residence",scott.nelson@raymondjames.com,,Salesforce
10923862,Inactive Investor,Sean Andersen,,NYLIFE Securities LLC Yuba City CA 718 Bridge St,sandersen@ft.newyorklife.com,,Salesforce
10890835,Inactive Investor,Jennifer Pena,,"Kestra Investment Services, LLC Littleton CO 1950 W Littleton Blvd",,,Salesforce
343162,,Kapila Ratnam,"COO And Secretary (nsh Iii Management Company, Llc)",Newspring Capital,kratnam@newspringcapital.com,610-567-2387,Manual List Upload
11052181,Inactive Investor,Tessa Steinemann,Financial Advisor,LPL Financial LLC Sandusky OH 100 E Water St,tessa.steinemann@lpl.com,,Salesforce
9577974,,B Ledere,,,jbledere11@hotmail.com,,List import
11203522,Inactive Investor,Thomas McLean,,"American Portfolios Financial Services, Inc. Pittsford NY Private Residence",tmclean@americanportfolios.com,,Salesforce
74293,,Brandon Grimm,Brokerage Director,"MML Investors Services, LLC",bgrimm@massmutual.com,843-856-3411,
10439594,,Ahmet Kaya,,,akaya8452@gmail.com,,Web Form Fillout
11141927,Inactive Investor,John Lima,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",john.lima@ml.com,,Salesforce
9581363,,Jeffery Yorg,,,jyorg@bamadvisor.com,,List import
11127302,Inactive Investor,Craig Siminski,,"Osaic Wealth, Inc. Green Bay WI 2050 Riverside Dr",,,Salesforce
10981155,Inactive Investor,Brett Mosley,Director - Tax;Wealth Advisor,ARS Wealth Advisors,brett.mosley@arswealth.com,,Salesforce
11200516,Inactive Investor,David Benson,,"Osaic Wealth, Inc. Waddell AZ Private Residence",,,Salesforce
11072163,Inactive Investor,Neil Freeman,,"Ameritas Investment Company, LLC Watertown NY 19607 State Rte 3",nfreeman@ameritas.com,,Salesforce
10876844,Inactive Investor,Matthew Byrne,Investment Advisor,M.K. Byrne & Co. LLC Parsippany NJ 2001 US Highway 46,kbyrne@mkbyrne.com,,Salesforce
11009935,Inactive Investor,Linda Grzesik,,"Superior Financial Services, Inc. Rhinelander WI 428 Lincoln St",,,Salesforce
370451,,Lawrence Uhl,,Pasadena Angels,leuhl1@gmail.com,6266644502,Google Natural Search
11061796,Inactive Investor,Hasan Ross-El,Financial Advisor,LPL Financial LLC Columbia SC 1715 Pickens St,hasan.ross-el@lpl.com,,Salesforce
11007238,Inactive Investor,Marcus Mcfee-Walters,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",,,Salesforce
10825904,Inactive Investor,Stuart Sneddon,Chief Investment Officer;Managing Member;Regulatory Contact,"Newbury Capital Management, LLC",stuart.sneddon@newburyllc.com,,Salesforce
335382,,Joan Borecky,Client Liaison,Planned Financial Services,joan@plannedfinancial.com,440-740-0130,Manual List Upload
10940184,Inactive Investor,Austin Schutz,,Lincoln Investment Lafayette LA Private Residence,aschutz@lincolninvestment.com,,Salesforce
10596180,,philip marinello,,,phil.marinello@aamlive.com,,Web Form Fillout
10659984,,Matthew Kahn,,,matthew.kahn@nm.com,,List Import
11090436,Inactive Investor,Mitchell Fitter,Municipal Principal;Vice President,Aegis Capital Corp. Westport CT 156 Kings Hwy N,,,Salesforce
9617937,,Marc Bosworth,,,mbosworth@masterscapital.com,,List import
10804952,Inactive Investor,James Weimar,,"Kestra Investment Services, LLC Port Jefferson NY 1303 Main St",,,Salesforce
10852683,Inactive Investor,Emily Pearson,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bethesda MD 7501 Wisconsin Ave",emily.pearson2@ml.com,,Salesforce
11160163,Inactive Investor,Tyler Layne,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Twin Falls ID 195 River Vista Pl",tyer.layne@nm.com,,Salesforce
9631631,,Alex Conley,,,ssjalex62@hotmail.com,,List import
9571280,,Erik Siegel,,,erik.siegel@moorecap.com,,List import
10955996,Inactive Investor,Ryan Hernandez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10489122,,Shane Hackney,"Associate Vice President, Financial Advisor","Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",shane.hackney@ampf.com,972-244-5708,List Import
11219586,,Lonny Elfenbein,,,lelfenbein@bedelfinancial.com,,Other
11054292,Inactive Investor,Tracie Bibb,,"Allstate Financial Services, LLC Saint Louis MO 6440 Chippewa St",tbibb@allstate.com,,Salesforce
9567867,,Paul Saltaformaggio,,,psaltaformaggio@stratoswealthpartners.com,,List import
11234741,Inactive Investor,Madhavi Niphadkar,President;Vice President,Excel Capital Management Corp,,,Salesforce
10647460,,Joseph Kaniatobe,,,joseph.kaniatobe@tiaa-cref.org,,List Import
123764,,Peter Lang,"Managing Director, Partner","Hightower Advisors, Llc",plang@hightoweradvisors.com,914-825-8630,
10774338,Inactive Investor,Brian Jones,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Hunt Valley MD 225 Schilling Cir",brian.w.jones@rbc.com,,Salesforce
10845382,Inactive Investor,Dagny Maidman,Executive Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Bozeman MT Private Residence",,,Salesforce
10998843,Inactive Investor,William Lucas,,Fidelity Brokerage Services LLC,,,Salesforce
11011992,Inactive Investor,Daniel Bello,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",daniel.bello@nm.com,,Salesforce
11011637,Inactive Investor,Ellis Lora-Arceo,,NYLIFE Securities LLC Chicago IL 500 W Madison St,elora-arceo@eaglestrategies.com,,Salesforce
10850301,Inactive Investor,Joshua Barrett,Chief Compliance Officer;Financial Advisor;President,Barrett Wealth Management,,,Salesforce
10826422,Inactive Investor,Abbas Baqueri,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley New York NY 101 Park Ave,abbas.baqueri@morganstanley.com,,Salesforce
10954276,Inactive Investor,Sally Hershey,,"Cambridge Investment Research, Inc. San Francisco CA 1250 Jones St",,,Salesforce
10947661,Inactive Investor,Vince Tran,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10791108,Inactive Investor,David Rider,Financial Advisor,"Ameriprise Financial Services, LLC Cortland OH 3010 State Rte 5",david.c.rider@ampf.com,,Salesforce
10804346,Inactive Investor,Ruthamy Rothwell,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,ruthamy.rothwell@primerica.com,,Salesforce
11203437,Inactive Investor,Allison Petchenick,Chief Compliance Officer,"ICG Advisors, LLC",apetchenick@icgadvisors.com,,Salesforce
11254913,Inactive Investor,Willard Schoch,Director - Investments,Benchmark Financial Wealth Advisors LLC,wschoch@benchmarkfinancial.info,,Salesforce
11184186,Inactive Investor,Christopher Meyer,Financial Associate;Senior Financial Associate,"RBC Capital Markets, LLC Red Bank NJ 328 Newman Springs Rd",christopher.meyer@rbc.com,,Salesforce
10969065,Inactive Investor,Matthew Sallaberry,Financial Advisor,"Moneta Group Investment Advisors, LLC",msallaberry@monetagroup.com,,Salesforce
370350,,William Petraglia,,,,561-558-5688,Salesforce
11018442,Inactive Investor,Jeremy Lawton,Financial Advisor,"Wealth Management Resources, Inc.",jlawton@wealthmanagers.com,,Salesforce
10696016,,Narayanan Ramakrishnan,,CITIGROUP GLOBAL MARKETS INC,r.narayanan@citi.com,,List Import
10804869,Inactive Investor,Janet Bone,Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. O Fallon IL 475 Regency Park",,,Salesforce
11053488,Inactive Investor,Jonathan Isaac,Portfolio Manager;President,"Quilt Investment Management, LLC",jon@quiltinvestments.com,,Salesforce
10797285,Inactive Investor,Christen Sanchez,Chief Compliance Officer;Founding Partner;Managing Member;President,"Sanchez Wealth Management Group, LLC",chris@sanchezwealth.com,,Salesforce
10962432,Inactive Investor,Robert Moran Vega,,PFS Investments Inc. Guaynabo Camino Alejandrino,rmoran-vega@primerica.com,,Salesforce
10925294,Inactive Investor,James Christie,President,Freedom Wealth Management Basking Ridge NJ 11 S Finley Ave,jim@freedomwm.com,,Salesforce
10859166,Inactive Investor,Aaron Jones,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,ajones@eaglestrategies.com,,Salesforce
202250,,Patrick Irvine,,Ancora,pirvine@ancora.net,,
11165136,Inactive Investor,Michael Samonas,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth NH 100 Market St",michael.samonas@ml.com,,Salesforce
249029,,Omar Soto,Process Engineer,Traso,omar_sotom@hotmail.com,,Manual List Upload
11169948,Inactive Investor,Thomas Stickney,Financial Advisor,"Ameriprise Financial Services, LLC York PA 3995 E Market St",thomas.a.stickney@ampf.com,,Salesforce
9647556,,Tom Not Provided,,,tom@braciakfin.com,,List import
10891750,Inactive Investor,Trent Cunningham,,Key Investment Services LLC Windham ME 1 Landing Rd,trent_cunningham@kisinvestments.com,,Salesforce
11230994,Inactive Investor,Joseph Gaj,,LPL Financial LLC Howell NJ Private Residence,joseph.gaj@lpl.com,,Salesforce
9598562,,Richard Powers,,,repowers@venable.com,,List import
11019881,Inactive Investor,Pamela Scheppele,Financial Planner,"DWP Investment Management, LLC",pscheppele@dwpim.com,,Salesforce
10865602,Inactive Investor,Linda Zimmermann,Counselor;Financial Advisor;Financial Planner,Linda Zimmermann Financial Planning and Counseling,,,Salesforce
9586965,,William Roller,,,william.roller@brcapitalinc.com,,List import
41273,,Michael Wochnick,Financial Advisor,Focus Financial,mwochnick@focusfinancial.com,320-631-2222,
11219103,,Robert Swieterman,,,rswieterman@monetagroup.com,,Other
213574,,Damian Janusz,,[Unknown],dampie83@gmail.com,,Paid Social
10954858,Inactive Investor,Ryan Petty,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10807680,Inactive Investor,Mark Reges,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",mark.a.reges@ml.com,,Salesforce
10842892,Inactive Investor,Jack Delgado,Registered Client Associate,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,jack.delgado@ubs.com,,Salesforce
10870655,Inactive Investor,Christopher Sagan,Wealth Advisor,Gladstone Wealth Partners Schaumburg IL 1901 N Roselle Rd,christopher.sagan@gladstonewealth.com,,Salesforce
9634991,,Hector Cano,,,hsanchez-cano@essexinvest.com,,List import
9589925,,Marvin Gubba,,,mtgubba@gmail.com,,List import
11209725,Inactive Investor,Elizabeta Crevar,,Fidelity Brokerage Services LLC,elizabeta.crevar@fidelity.com,,Salesforce
9592881,,Charles Kincannon,Attorney,Wealth Strategies Intl,cpk2001@bellsouth.net,7703101526,List import
10982156,Inactive Investor,Ranie Verby,Director - Wealth Management,"Plancorp, LLC",ranie.verby@plancorp.com,,Salesforce
9623392,,Jordan Stuart,,,jstuart@federatedinv.com,,List import
6335185,,Markels Saprunovs,,,mariksapronov@gmail.com,,Web Form Fillout
11031289,Inactive Investor,Alethea Smith,,PFS Investments Inc. Sacramento CA 3111 Fite Cir,aletheasmith21@primerica.com,,Salesforce
9579234,,Florence Dupont,,,florence@findec.net,,List import
10834410,Inactive Investor,Arthur Nisperos,Client Service Associate;Investment Specialist,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",arthur.nisperos@ampf.com,,Salesforce
10890687,Inactive Investor,Christopher Warren,Financial Advisor,Edward Jones Charlotte NC 2101 Rexford Rd,christopher.warren@edwardjones.com,,Salesforce
10941256,Inactive Investor,Michael Barratt,,"Avantax Investment Services, Inc. Urbandale IA 6200 Aurora Ave",michael.barratt@avantax.com,,Salesforce
11034419,Inactive Investor,Michael Martin,Financial Advisor,Edward Jones Findlay OH 2447 S Main St,michael.martin@edwardjones.com,,Salesforce
10754566,Inactive Investor,Petya Kaloferova,Business Development Associate;Financial Planning Specialist,Morgan Stanley Chicago IL 233 S Wacker Dr,petya.kaloferova@morganstanley.com,,Salesforce
11125223,Inactive Investor,Amani Algazzali,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,amani.algazzali@primerica.com,,Salesforce
10959948,Inactive Investor,Robert Carlson,Senior Vice President,Arvest Wealth Management Bentonville AR 201 NE A St,kcarlson@arvest.com,,Salesforce
11044339,Inactive Investor,Dennis Makus,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9576420,,John Campbell,,,jcampbell@gareppleinvestments.com,,List import
11176970,Inactive Investor,John Blixen,Investment Advisor,Monetary Management Group Inc,jblixen@moseco.com,,Salesforce
11017263,Inactive Investor,Brianne Kimball,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",bri.kimball@nm.com,,Salesforce
198558,,Shone Freeman,,"S. R. Freeman, Inc.",shone@srfreemaninc.com,(408) 314-9427,Paid Search
11010781,Inactive Investor,Muzaffar Ahmed,,"NewEdge Securities, Inc. Manhattan Beach CA 3701 Highland Ave",,,Salesforce
9643419,,Kaspars Rekis,,,kaspars@horizenlabs.io,,List import
11194624,Inactive Investor,Tyler Needman,Financial Advisor;Senior Vice President,Morgan Stanley Burlingame CA 216 Lorton Ave,tyler.louis.needman@morganstanley.com,,Salesforce
11200707,Inactive Investor,Bruce Kramer,,"Greenwich Financial Advisors, LLC",brucekramer@gfallc.com,,Salesforce
11126005,Inactive Investor,Emily Lin,,HSBC Securities (USA) Inc. Arcadia CA 1107 S Baldwin Ave,emily.lin@us.hsbc.com,,Salesforce
11156534,Inactive Investor,Talese Evans,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,talese.evans@jpmorgan.com,,Salesforce
10923137,Inactive Investor,Eamon Devlin,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11223298,,Robert Wainwright,,,rob.wainwright@riverroadam.com,,List Import
11112576,Inactive Investor,Daniel Welsh,Senior Wealth Strategy Associate,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,daniel.welsh@ubs.com,,Salesforce
10855508,Inactive Investor,Humberto Deluna,,PFS Investments Inc. Santa Ana CA 1801 Park Court Pl,humberto.deluna@primerica.com,,Salesforce
218047,,Andrew Rubi,,[Unknown],ajrubi57@gmail.com,,Direct
11207529,Inactive Investor,Jessica Jamison,,LPL Financial LLC Tustin CA 15222 Del Amo Ave,jessica.jamison@lpl.com,,Salesforce
10998699,Inactive Investor,Allyson Hayden,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
28226,,Bruce Hogg,,United Kingdom,nzbruce.hogg@gmail.com,,
11142602,Inactive Investor,Richard Feltus,,Stephens,rfeltus@stephens.com,,Salesforce
10955319,Inactive Investor,Robert La Grace,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",robert.lagrace@ampf.com,,Salesforce
168939,,Jason Edkins,,[Unknown],jasonedkins@hotmail.com,,
10893845,Inactive Investor,Libby Barlow,Senior Client Associate,Neuberger Berman BD LLC,libby.barlow@nb.com,,Salesforce
10944091,Inactive Investor,Irene Maggi,,"Venecredit Securities, Inc.",,,Salesforce
11102610,Inactive Investor,Amy Mabry,,"First Citizens Investor Services, Inc. Spartanburg SC 450 E Henry St",amy.mabry@firstcitizens.com,,Salesforce
11183747,Inactive Investor,Marian Quizon,,PFS Investments Inc. Las Vegas NV 8400 W Sunset Rd,marian.quizon@primerica.com,,Salesforce
10936102,Inactive Investor,Lori Vajdich,,State Farm VP Management Corp. Newark OH 23 Forry St,lori.vajdich.m032@statefarm.com,,Salesforce
10952665,Inactive Investor,Landon Baucom,,Cetera Advisor Networks LLC Durham NC 5129 NC Hwy 55,,,Salesforce
10647594,,John Mullaney,,,john.mullaney@wellsfargoadvisors.com,,List Import
11156938,Inactive Investor,Richard Lunsford,Chief Financial Officer;President;Regulatory Contact,"Mill Creek Capital Advisors, LLC",rlunsford@millcreekcap.com,,Salesforce
10988834,Inactive Investor,Robert Hall,,"MML Investors Services, LLC Tupelo MS 193 S Commerce St",robertehall@financialguide.com,,Salesforce
10965018,Inactive Investor,Maxwell Blitz,Financial Professional,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",maxwell.blitz@equitable.com,,Salesforce
9626687,,Mohammed Shahbaaz,,,md.shahbaaz89@gmail.com,,List import
10992385,Inactive Investor,Christopher Nelson,,"Ameriprise Financial Services, LLC Scottsdale AZ 14500 N Northsight Blvd",,,Salesforce
10974373,Inactive Investor,Hannah Swigert,,LPL Financial LLC Dayton OH 55 S Main St,hannah.swigert@lpl.com,,Salesforce
11062918,Inactive Investor,Timothy Sadusky,,"Farmers Financial Solutions, LLC Elko New Market MN 541 Main St",tsadusky@farmersagent.com,,Salesforce
11119597,Inactive Investor,Paul Borah,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,paul.borah@fidelity.com,,Salesforce
374621,,Kelly Ye,,,kelly.ye@decentralpark.io,,Salesforce
57710,,Robert Hamilton,"Chairman, CEO, assistant Secretary",Hamilton Capital,rbh@hamiltoncapital.com,614-273-1000,Manual List Upload
11098514,Inactive Investor,Albert Boele,,J.P. Morgan Securities LLC South Pasadena CA 1305 Fair Oaks Ave,albert.boele@chase.com,,Salesforce
11151115,Inactive Investor,Constantine Kitrinos,,LPL Financial LLC Rochester NY 1688 Monroe Ave,constantine.kitrinos@lpl.com,,Salesforce
9585900,,Pansy Deng,,,pansydpf@gmail.com,,List import
11146301,Inactive Investor,Rebecca Conner,Chief Compliance Officer;Founder;Lead Planner;Managing Member,SeedSafe Financial LLC Austin TX 4718 Duval St,,,Salesforce
10820547,Inactive Investor,Edner Joseph,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
141113,,Hirschel Abelson,,"Hightower Advisors, Llc",habelson@hightoweradvisors.com,,
11185338,Inactive Investor,Carl Aycock,,Pathway Planning Inc,,,Salesforce
11056276,Inactive Investor,Abdiel Martinez,,Citigroup Global Markets Inc.,,,Salesforce
10770565,Inactive Investor,Pierre Piponnian,Financial Advisor;Vice President,Morgan Stanley Claremont CA 456 W Foothill Blvd,pierre.piponnian@morganstanley.com,,Salesforce
10978754,Inactive Investor,Nelson Velez,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,nelson.velez@chase.com,,Salesforce
10761684,Inactive Investor,Patricia Bell,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",patricia_a_bell@ml.com,,Salesforce
10796567,Inactive Investor,Eric Anderson,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",eric.anderson@nm.com,,Salesforce
9561653,,Stefaan Vervaet,,,stefaanvervaet1@gmail.com,,List import
10729422,,HUBER ELIDE URREGO URIBE,,,huberurrego@hotmail.es,,Web Form Fillout
9635982,,Jake Horowitz,,,jake.horowitz@wingatewealthadvisors.com,,List import
10902929,Inactive Investor,Duncan Lechner,Associate,Morgan Stanley New York NY 1585 Broadway,duncan.lechner@morganstanley.com,,Salesforce
10803836,Inactive Investor,David Grossman,Financial Advisor,Edward Jones Solon OH 28500 Miles Rd,david.grossman@edwardjones.com,,Salesforce
11023593,Inactive Investor,Omar Acosta Olaverria,,J.P. Morgan Securities LLC Tarrytown NY 64 N Broadway,omar.acosta-olaverria@jpmorgan.com,,Salesforce
10819440,Inactive Investor,Robert O'Herlihy,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Hackensack NJ 401 Hackensack Ave",robert.oherlihy@wfafinet.com,,Salesforce
104978,,Ophie Mahesta,,Indonesia,ophiemahesta@gmail.com,,
10754658,Inactive Investor,Maria Powers,Senior Investment Associate,"RBC Capital Markets, LLC Rochester NY 80 Linden Oaks",maria.powers@rbc.com,,Salesforce
10857357,Inactive Investor,Thomas Wohrley,,"Allstate Financial Services, LLC Parker CO 9825 S Parker Rd",thomaswohrley@allstate.com,,Salesforce
9590162,,JIM GILLEN,,,gillenusa@aol.com,,List import
11083398,Inactive Investor,Adam Keller,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Elm Grove WI 500 Elm Grove Rd",adam.keller@nm.com,,Salesforce
9600874,,Brian Getty,,,briangetty@howardhanna.com,,List import
9647345,,Gareth Barker,,,garethzbarker@gmail.com,,List import
10891615,Inactive Investor,Kimberly Fry,,State Farm VP Management Corp. Merrillville IN 3730 W 80th Ln,kim.fry.rzww@statefarm.com,,Salesforce
11161921,Inactive Investor,Daniel Hodge,,"APW Capital, Inc. Beaver PA 1221 3rd St",,,Salesforce
11062567,Inactive Investor,Matthew Walker,Vice President,Thrivent Investment Management Inc.,matt.walker@thrivent.com,,Salesforce
11055122,Inactive Investor,Christopher Hauber,Private Wealth Management Intern,"Ameriprise Financial Services, LLC Scranton PA 851 Commerce Blvd",christopher.r.hauber@ampf.com,,Salesforce
10945471,Inactive Investor,Brendan Grimes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11023961,Inactive Investor,Shirley Barlow,,PFS Investments Inc. Omaha NE 4611 S 96th St,shirley.barlow@primerica.com,,Salesforce
11154376,Inactive Investor,Devin Muylle,Financial Services Professional,PFS Investments Inc. Wixom MI 28221 Beck Rd,devinmuylle@primerica.com,,Salesforce
9599016,,Kris M,,,qqarck@gmail.com,,List import
9595722,,David McDougall,,,davelus@gmail.com,,List import
10604213,,Robin Nutting,Financial Advisor,Lincoln Financial Securities,robjimnutt@yahoo.com,9106925570,List Import
10803673,Inactive Investor,Frances Peeples,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Fort Worth TX 300 Throckmorton St",ann.peeples@stifel.com,,Salesforce
10786146,Inactive Investor,Brendan Hayes,,"PWA Securities, LLC West Palm Beach FL 1 N Clematis St",bhayes@provwealth.com,,Salesforce
9639926,,Tony Gill,,,tony@rotoruatrust.org.nz,,List import
11075867,Inactive Investor,Yujie Liu,,NYLIFE Securities LLC Flushing NY 3902 Main St,yliu7@ft.newyorklife.com,,Salesforce
11063655,Inactive Investor,Dwight Hakala,,"MML Investors Services, LLC West Des Moines IA 5550 Wild Rose Ln",dhakala@financialguide.com,,Salesforce
10900173,Inactive Investor,Christopher Lewis,,Morgan Stanley Alpharetta GA 3 Edison Dr,christopher.lewis@morganstanley.com,,Salesforce
352998,,Blake Murphy,Managing Director - Investor Relations,Edly,blake@edly.info,,Event
11032075,Inactive Investor,Craig Armstrong,Financial Planner,"MML Investors Services, LLC Seattle WA 701 5th Ave",craigarmstrong@financialguide.com,,Salesforce
240585,,Houlihan Kyle,,[Unknown],kh@cambriainvestments.com,,Event
10976547,Inactive Investor,Tara Horne,,J.P. Morgan Securities LLC Utica MI 4665 24 Mile Rd,tara.m.horne@chase.com,,Salesforce
11010282,Inactive Investor,Elliott Ellis,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,elliott_ellis@glic.com,,Salesforce
11048742,Inactive Investor,Lisa Taylor,,"Independent Advisor Alliance, LLC Lexington SC 416 W Main St",lisa@independentadvisoralliance.com,,Salesforce
11195268,Inactive Investor,Garrett Graham,,Fidelity Brokerage Services LLC,,,Salesforce
10658118,,Daniel McDonnell,,,dan.mcdonnell@lpl.com,,List Import
10872128,Inactive Investor,Manuel Benitez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",manuel.benitez@ml.com,,Salesforce
11238818,Inactive Investor,Phil Clark,,"INVST, LLC",phil@invst.com,,Salesforce
9561521,,Patrick Baron,,,torroc@hotmail.com,,List import
159920,,Vishal Duriseti,,[Unknown],vishal.duriseti@gmail.com,,
11204452,Inactive Investor,Widmarc Anglade,,PFS Investments Inc. Orlando FL 1701 Park Center Dr,wanglade@primerica.com,,Salesforce
9617656,,Caroline Stout,,,caroline@ecor1cap.com,,List import
9571340,,Erin Stidham,,,estidham@massmutual.com,,List import
9591625,,Arvinder Kumar,,,arvinder.k@outlook.com,,List import
10951131,Inactive Investor,Kendall Villarreal,,Fidelity Brokerage Services LLC San Antonio TX 139 N Loop 1604 E,,,Salesforce
10761975,Inactive Investor,David Sano,Financial Advisor;Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,david.sano@morganstanley.com,,Salesforce
9576140,,David Ely,,,dely@brownadvisory.com,,List import
9556797,,Larry Miller,,,larry1986@gmail.com,,List import
10924299,Inactive Investor,Raymond Bramer,,"Osaic Wealth, Inc. Santa Rosa CA 1058 Wikiup Dr",,,Salesforce
10964580,Inactive Investor,Keith Style,,Presidio Merchant Partners LLC Peachtree Corners GA 3930 E Jones Bridge Rd,kstyle@thepresidiogroup.com,,Salesforce
11031733,Inactive Investor,Felix Okwaning,,"Principal Securities, Inc.",,,Salesforce
11198727,Inactive Investor,Miguel Rellita,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10884354,Inactive Investor,Christian Forsyth,Director - Financial Planning,Edelman Financial Engines Farmington CT 74 Batterson Park Rd,cforsyth@edelmanfinancialengines.com,,Salesforce
9584210,,Michael Milbrat,,,mmilbrat@gmail.com,,List import
9547797,,Steven Baumhoff,,,steven.baumhoff@uboc.com,,List import
337050,,Michael Treisman,Managing Director And General Counsel,"Bain Capital Credit, Lp",mtreisman@sankaty.com,617-516-2318,Manual List Upload
10949597,Inactive Investor,Celine Lam,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 1901 86th St,,,Salesforce
11007211,Inactive Investor,Mason Coyle,Associate,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,,,Salesforce
836,,,,,ignacioloyo@bluewin.ch,,
10827931,Inactive Investor,Ronald Mccoy,Chief Compliance Officer;Chief Executive Officer;Founder;President,Freedom Capital Advisors Inc,ron@freedomcapitaladvisors.com,,Salesforce
10793489,Inactive Investor,Dewey Craig,,"Grove Point Investments, LLC Mauldin SC Private Residence",dcraig@hbeckinc.com,,Salesforce
10829227,Inactive Investor,Glenn Waddell,Chief Compliance Officer;General Counsel,"EverSource Wealth Advisors, LLC Birmingham AL 1121 Riverchase Office Rd",gwaddell@eversourcewa.com,,Salesforce
10994289,Inactive Investor,Ernest Rispoli,,CPR Investments Inc Tappan NY Private Residence,ernest.rispoli@cprinvestmentsinc.com,,Salesforce
219510,,Janis Brooks,,[Unknown],janisbrooks349@gmail.com,,Direct
9569144,,jason lee,,,jlee@crosslightcapital.com,,List import
10880930,Inactive Investor,Robert Wirth,,Worth Financial Group Inc.,rwirth@worthfinancialgroup.com,,Salesforce
11009664,Inactive Investor,Andrew Eaton,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
10816718,Inactive Investor,Claudine Minchella,,"Wells Fargo Clearing Services, LLC",claudine.minchella@wellsfargoadvisors.com,,Salesforce
11020775,Inactive Investor,Shawn Davis,,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",shawn.davis@equitable.com,,Salesforce
11097834,Inactive Investor,Katherine Fitzpatrick,,Fidelity Brokerage Services LLC Charlotte NC 5335 Ballantyne Commons Pkwy,katherine.fitzpatrick@fmr.com,,Salesforce
11262260,Inactive Investor,Alternative Assets Team,Alternative Assets Team,"The Entrust Group, Inc",alternativeassets@theentrustgroup.com,,Salesforce
11023640,Inactive Investor,Skylar Wallace,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,swallace@primerica.com,,Salesforce
9542302,,Nathan Kingery,,,nkingery@ccsreps.com,,List import
11123943,Inactive Investor,Maria Beltran Amaya,,J.P. Morgan Securities LLC Tampa FL 6703 Memorial Hwy,,,Salesforce
11177995,Inactive Investor,Luis Garcia Delgado,,J.P. Morgan Securities LLC Fort Wayne IN 6704 E State Blvd,luis.f.garciadelgado@chase.com,,Salesforce
11090310,Inactive Investor,Henry Cordisco,,Vanguard Marketing Corporation,henry_cordisco@vanguard.com,,Salesforce
9542464,,Earle Crandall,,,ecrandal@ucla.edu,,List import
11231385,Inactive Investor,Geraldo Senouillet,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,geraldo_senouillet@vanguard.com,,Salesforce
10771373,Inactive Investor,Steven Koch,Financial Advisor,Edward Jones Waterloo IA 201 E Tower Park Dr,steve.koch@edwardjones.com,,Salesforce
11088424,Inactive Investor,Thomas Graff,,"FBL Marketing Services, LLC Red Wing MN 201 Plum St",thomas.graff@fbfs.com,,Salesforce
9620999,,Michael Peterson,,,tradrmick@yahoo.com,,List import
11100208,Inactive Investor,Craig Molldrem,,Cetera Advisor Networks LLC Southlake TX 550 Reserve St,,,Salesforce
11198443,Inactive Investor,Vera Greene,Head Trader;Vice President,"Kempner Capital Management, Inc.",dgreene@kempnercapital.com,,Salesforce
343220,,Crystal Mcgehee,Chief Financial Officer,Hitchwood Capital Management Lp,crystal.mcgehee@hitchwoodcap.com,212-373-1200,Manual List Upload
10898855,Inactive Investor,John Classe,Advisor,LPL Financial LLC Frisco TX 5850 Town and Country Blvd,john.classe@lpl.com,,Salesforce
10928452,Inactive Investor,Thomas McGinnis,,Belpointe Asset Management LLC Springfield OR 1840 5th St,thomas.mcginnis@belpointeasset.com,,Salesforce
11003484,Inactive Investor,Trevor Legg,,J.P. Morgan Securities LLC Santa Cruz CA 730 Ocean St,trevor.legg@jpmorgan.com,,Salesforce
10998276,Inactive Investor,Brent Kunkel,Investment Advisor,Fisher Investments,,,Salesforce
9550368,,Matthew Hammer,,,mhammer@ayco.com,,List import
10888334,Inactive Investor,Erik Oneal,Advisor,"Bryn Mawr Capital Management, LLC",,,Salesforce
11201365,Inactive Investor,Amy Pongratz,,"Raymond James Financial Services, Inc. Carefree AZ 36600 N Pima Rd",amy.pongratz@raymondjames.com,,Salesforce
11217714,,Jaime Cavazos,,,jaime.cavazos@lpl.com,,List Import
11011115,Inactive Investor,Jeffrey Scavotto,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",,,Salesforce
11195752,Inactive Investor,Michael McMillan,,LPL Financial LLC Haslett MI 16861 Marsh Rd,michael.mcmillan@lpl.com,,Salesforce
10848862,Inactive Investor,Peter Jackson,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
11179126,Inactive Investor,Vasile Ghilea,,Edward Jones Lubbock TX 4903 82nd St,,,Salesforce
9555106,,Brian Couch,,,brian.couch@fidelity.com,,
106641,,Andrew Kaplan,,Bain Capital,andrew.t.kaplan@gmail.com,913-620-0423,Organic Search
11016367,Inactive Investor,Alexandra Babb,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Virginia Beach VA 208 Golden Oak Ct",alexandra.f.babb@ml.com,,Salesforce
10853558,Inactive Investor,Kurt Swanson,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",kurt.swanson@usbank.com,,Salesforce
10895499,Inactive Investor,David Ackerman,Chief Compliance Officer;Chief Investment Officer;Managing Partner;Member;Principal,Ackerman Capital Management,david@ackermancapital.com,,Salesforce
10989492,Inactive Investor,Kaylin Crawford,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,,,Salesforce
5219805,,Shane Leonard,,,shane.a.leonard@gmail.com,,Web Form Fillout
9614275,,Danielle Mountjoy,,,danielle@svgold.com,,List import
11114321,Inactive Investor,Randal Longacher,,Cetera Financial Specialists LLC Dover OH 237 W 4th St,randal.longacher@ceterafs.com,,Salesforce
11012059,Inactive Investor,Harley Trazzera,,LPL Financial LLC Bloomington IN 2111 S Liberty Dr,harley.trazzera@lpl.com,,Salesforce
10971372,Inactive Investor,Anthony Norr,,Fidelity Brokerage Services LLC Midlothian VA 15521 Midlothian Tpke,anthony.norr@fidelity.com,,Salesforce
9557588,,Stanley Dominey,,,sdominey@massmutual.com,,List import
11176807,Inactive Investor,Aurora Castro Velez,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",aurora.castro@ml.com,,Salesforce
10931111,Inactive Investor,Khalila-Taji Brokos,,LPL Financial LLC Columbia MD 10025 Governor Warfield Pkwy,,,Salesforce
9555353,,Joshua Miller,,,jmiller@key-state.com,,List import
10802226,Inactive Investor,Kenneth Lobins,Financial Advisor,"Ameriprise Financial Services, LLC Brookfield WI 13890 Bishops Dr",kenneth.p.lobins@ampf.com,,Salesforce
11045748,Inactive Investor,Bailey Martin,,"Northwestern Mutual Investment Services, LLC Tacoma WA 2115 N 30th St",bailey.m.martin@nm.com,,Salesforce
11196213,Inactive Investor,Jack Parker,Financial Advisor,"Wells Fargo Clearing Services, LLC Savannah GA 7939 Waters Ave",jack.parker2@wellsfargo.com,,Salesforce
11026798,Inactive Investor,Michael Thode,,"Osaic Wealth, Inc. Post Falls ID 605 E 8th Ave",,,Salesforce
10661386,,David Oosterbaan,,,doosterbaan@dcocap.com,,List Import
10996944,Inactive Investor,Jonathan De Fex,,"Northwestern Mutual Investment Services, LLC Rockwall TX 2876 Ridge Rd",jonathan.defex@nm.com,,Salesforce
10786326,Inactive Investor,Mark Simmel,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
9596970,,Brian Murdock,,,bmurdock@strategicgroup.com,,List import
9623398,,Glen Crosby,,,glenda92660@gmail.com,,List import
11077834,Inactive Investor,Aaron Myers,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11046566,Inactive Investor,Michael Suess,,"U.S. Bancorp Investments, Inc. Omaha NE 14301 FNB Pkwy",,,Salesforce
124834,,John Nordstrom,Investment Advisor Representative,"The Caprock Group, Inc.",john@thecaprockgroup.com,773-693-6100,
11064828,Inactive Investor,Heather Thompson,Director;Vice President,Morgan Stanley Louisville KY 4969 US Hwy 42,heather.thompson@morganstanley.com,,Salesforce
11166318,Inactive Investor,Jonathan Kinsky,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Boston MA 111 Huntington Ave,,,Salesforce
10806660,Inactive Investor,Juan Flores Rodriguez,Financial Advisor,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",juan.c.flores@wellsfargo.com,,Salesforce
10603765,,Joseph Harvey,"Chief Executive Officer, Director, President",Cohen & Steers Capital Management Inc.,jharvey@cohenandsteers.com,,List import
10853019,Inactive Investor,Shelli Perseval,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11204674,Inactive Investor,David Wilson,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
372457,,Richard Golden,,United States,rag@kgbpalaw.com,,Salesforce
10952989,Inactive Investor,Tina Armada-Eynard,Chief Compliance Officer;Director - Operations,Aspire Private Capital,,,Salesforce
10765380,Inactive Investor,Marc Lacher,Vice President;Wealth Advisor,William Blair,mlacher@williamblair.com,,Salesforce
10890232,Inactive Investor,Jeremy Stone,Financial Advisor,Edward Jones Excelsior Springs MO 2400 Vintage Ct,jeremy.stone@edwardjones.com,,Salesforce
10835332,Inactive Investor,Amie Parrish,Financial Advisor;Senior Vice President,Morgan Stanley Santa Barbara CA 1332 Anacapa St,amie.parrish@morganstanley.com,,Salesforce
10930307,Inactive Investor,Elodie Johnson,,"Raymond James & Associates, Inc.",elle.johnson@raymondjames.com,,Salesforce
10510886,,Steve Messinger,President,Morrow Sodali Fund Solutions,s.messinger@morrowsodali.com,,List Import
11030047,Inactive Investor,Rashid Jones,,PFS Investments Inc. Fontana CA 7337 East Ave,rjones.68gka@primerica.com,,Salesforce
174112,,tomi lashkov,,[Unknown],tomilaskov@yahoo.com,,Organic Search
9635908,,John McDonald,,,jmcdonald@mpmcapital.com,,List import
9613715,,Susana Hernandez,,,susana.hernandez@bigsurpartners.com,,List import
11113312,Inactive Investor,Carrie Henwood,,"Kestra Investment Services, LLC Paramus NJ 45 Eisenhower Dr",,,Salesforce
10799767,Inactive Investor,Noel Yameogo,Financial Advisor;Senior Vice President,Morgan Stanley McLean VA 1650 Tysons Blvd,noel.yameogo@morganstanley.com,,Salesforce
11221045,,Richard Feldman,,,rfeldman@wealthenhancement.com,,List Import
11210373,Inactive Investor,Robyn Clevinger,,Edward Jones Port Royal SC 1702 Ribaut Rd,,,Salesforce
11220028,,Mark Walford,,,mark_walford@vanguard.com,,Other
10766694,Inactive Investor,David Hubbel,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills CA 9595 Wilshire Blvd",david.hubbel@ml.com,,Salesforce
10987061,Inactive Investor,Colleen Dixon,,"First Citizens Investor Services, Inc. Richmond VA 6800 Paragon Pl",colleen.dixon@firstcitizens.com,,Salesforce
9544092,,Sherwood ang,,,woodang81@gmail.com,,List import
10813410,Inactive Investor,Steven Boe,,PFS Investments Inc. Riverside CA 3731 Tibbetts St,steven.boe@primerica.com,,Salesforce
10978139,Inactive Investor,Dylan Dicuio,,"P.J. Robb Variable, LLC Saint Petersburg FL Private Residence",,,Salesforce
10854409,Inactive Investor,Karl Boling,,"Allstate Financial Services, LLC Lawrenceville GA 1438 Duluth Hwy",karlboling@allstate.com,,Salesforce
11161319,Inactive Investor,Melissa Moser,Senior Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",melissa.moser@rbc.com,,Salesforce
11097026,Inactive Investor,James Fitzmaurice,Managing Member;Partner;Regulatory Contact,"Marin Bay Wealth Advisors, LLC",jfitzmaurice@marinbaywealthadvisors.com,,Salesforce
11206932,Inactive Investor,Meghan Clancy,,LPL Financial LLC Hollywood FL 4000 Hollywood Blvd,meghan.clancy@lpl.com,,Salesforce
8517359,,Hamza Abubakar,,,hamzattsiga@gmail.com,,Web Form Fillout
10754200,Inactive Investor,Michael Johnson,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated East Brunswick NJ 2 Tower Center Blvd",mhjohnson@ml.com,,Salesforce
11232770,Inactive Investor,Ross Whiteley,Premier Banker,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
9591153,,Bill Tung,,,bill_tung@otpp.com,,List import
11209940,Inactive Investor,William Beasley,,"Charles Schwab & Co., Inc. Leesburg VA 1603 Village Market Blvd SE",,,Salesforce
11219852,,Brent Richards,,,brichards@ifaadvisors.com,,Other
11089540,Inactive Investor,Gary Behn,,"Packerland Brokerage Services, Inc. Erie PA 2005 W 8th St",gary_behn@packerlandbrokerage.com,,Salesforce
10815489,Inactive Investor,Jatinder Bajaj,,PFS Investments Inc. Chino CA 15338 Central Ave,jatinder.bajaj@primerica.com,,Salesforce
10959524,Inactive Investor,Cameron Person,,Fidelity Brokerage Services LLC,,,Salesforce
9634151,,Tom Gravins,,,tomfrog@msn.com,,List import
10876712,Inactive Investor,John Murphy,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10862683,Inactive Investor,Peggy Shamleffer,,"Cambridge Investment Research, Inc. Saint Louis MO Private Residence",,,Salesforce
11065580,Inactive Investor,Fredrick Harris,,State Farm VP Management Corp. Neosho MO 3051 Lusk Dr,,,Salesforce
11052051,Inactive Investor,Grant Warner,Financial Advisor,Edward Jones Seattle WA 3300 W McGraw St,grant.warner@edwardjones.com,,Salesforce
10997117,Inactive Investor,Marcus Mcneil,,PFS Investments Inc. Sacramento CA 3111 Fite Cir,tn_rcl@primerica.com,,Salesforce
10788957,Inactive Investor,Mark Yontz,,Fidelity Brokerage Services LLC Tucson AZ 3001 E Skyline Dr,mark.yontz@fidelity.com,,Salesforce
11162460,Inactive Investor,Jeffrey Barney,Financial Advisor,Edward Jones Saint Albans VT 30 Congress St,jeff.barney@edwardjones.com,,Salesforce
9548747,,Donel Sprenger,,,dls@sprengerent.com,,List import
11223225,,William Monahan,,,wmonahan@blackrock.com,,List Import
11204172,Inactive Investor,Orhan Karamov,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",orhan@leadersgroup.net,,Salesforce
9590569,,Sharon Lancaster,,,shari.lancaster@gmail.com,,List import
9582499,,Sarah Lehn,,,slehn@fiai.com,,List import
5378,, -,,[[Unknown]],virajsaujani@gmail.com,,Initial Salesforce Import
10929201,Inactive Investor,Jeremiah Doran,,"Osaic Wealth, Inc. San Diego CA 2247 San Diego Ave",,,Salesforce
11026293,Inactive Investor,Colleen Bonafilia,Client Service Associate,Morgan Stanley Silverdale WA 2011 NW Myhre Pl,,,Salesforce
10850870,Inactive Investor,James Scalia,,Cetera Advisor Networks LLC Massapequa Park NY Private Residence,jscalia@ceteranetworks.com,,Salesforce
10795064,Inactive Investor,Todd Lindley,Financial Planner,Commonwealth Financial Network Lacey WA 4520 Intelco Loop SE,tlindley@commonwealth.com,,Salesforce
10882778,Inactive Investor,Vanessa Aldape,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
10802189,Inactive Investor,Victor Calvert,Private Wealth Advisor;Senior Vice President,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,ccalvert@rockco.com,,Salesforce
342031,,James Conroy,Managing Partner,"Olympus Advisors, Llc",jconroy@olympuspartners.com,203-353-5900,Manual List Upload
122073,,Heather Thenell,Senior Counsel,Thrivent Investment Management Inc.,heather.thenell@thrivent.com,920-628-5828,
11010103,Inactive Investor,Sara Sarwat Casanova,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
11196096,Inactive Investor,Dawson Phillips,,"Independent Financial Group, LLC Ferndale WA 1573 Main St",,,Salesforce
10966624,Inactive Investor,Craig Stuvland,Account Executive;Chief Executive Officer;Founder;Team Leader,Fisher Investments,,,Salesforce
11065935,Inactive Investor,Liming Li,,"Transamerica Financial Advisors, Inc Virginia Beach VA 293 Independence Blvd",liming.li@transamerica.com,,Salesforce
11054460,Inactive Investor,Courtney Bender,,State Farm VP Management Corp. Metairie LA 3322 Hessmer Ave,,,Salesforce
10921414,Inactive Investor,Joseph Bell,Financial Advisor,LPL Financial LLC Columbia MD 10500 Little Patuxent Pkwy,joe.bell@lpl.com,,Salesforce
10893719,Inactive Investor,Mickael Gautier,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",mickael.gautier@ml.com,,Salesforce
10827725,Inactive Investor,Jason Perkins,Chief Compliance Officer;Founder;Principal,"Vestura, LLC",,,Salesforce
11175205,Inactive Investor,Derek Elftmann,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Jacksonville FL 4651 Salisbury Rd",derek.w.elftmann@ampf.com,,Salesforce
10910918,Inactive Investor,Nathan Wittman,,Country Capital Management Company Jerseyville IL 722 W County Rd,nathan.wittman@countryfinancial.com,,Salesforce
10971555,Inactive Investor,Charles Addis,,AW Securities Houston TX 1800 West Loop S,,,Salesforce
176350,,Steve Artingstall,"Senior Investment Manager, Alternative Risk Premia",[Unknown],steve.artingstall@rpmi.co.uk, +44 (0)20 7330 6800,Database Upload
230193,, -,,[[Unknown]],dnewman19@gmail.com,,Organic Search
10863254,Inactive Investor,Mark Gilbert,Chief Compliance Officer;Financial Advisor;President;Secretary;Treasurer,"Reason Financial Advisors, LLC Winnetka IL 790 W Frontage Rd",mgilbert@reasonfinancial.com,,Salesforce
227525,, -,,[Unknown],nbernardi@duckhorn.com,,
10998956,Inactive Investor,Cory Davenport,Advisor;Senior Associate,"Westmount Partners, LLC",cdavenport@westmount.com,,Salesforce
9569982,,William Gennaro,,,gennarow@comcast.net,,List import
321940,,Bijou Lulla,CEO,Smaart House,bijou@smaart.house,,Manual List Upload
9585280,,Ken Kowalski,,,kkowalski@massmutual.com,,List import
10644204,,Clelia Paredes,,,clelia.cabrales@morganstanley.com,,List Import
11049994,Inactive Investor,Jennifer Wilcox,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10847638,Inactive Investor,Donald Duvall,Financial Advisor;Senior Vice President,Wintrust Investments LLC Cary IL 60 E Main St,dduvall@wintrustwealth.com,,Salesforce
11053463,Inactive Investor,Michael Shapiro,,"MML Investors Services, LLC Walnut Creek CA 1676 N California Blvd",mshapiro@massmutual.com,,Salesforce
10854009,Inactive Investor,Thomas Formica,,"BCN Financial, Inc. Lake Forest CA 21032 Champlain",thomasf@bcnfin.com,,Salesforce
9608205,,Ani Pani,,,apanik@umich.edu,,List import
9584123,,Viet Nguyen,,,vivevd@gmail.com,,List import
9551927,,Bradley Caldwell,,,bradleyc@mac.com,,List import
9553678,,Tom Kokum,,,tkokes11@gmail.com,,List import
9630864,,Crystal Jones,,,cjones9051@gmail.com,,List import
8480404,,Travis Neal,,Spirit of America Financial,travis@soafin.com,(646) 216-4199,List Import
10932880,Inactive Investor,Priscilla Gonzalez,,"Wells Fargo Clearing Services, LLC Visalia CA 400 E Main St",priscilla.l.gonzalez@wellsfargoadvisors.com,,Salesforce
11156670,Inactive Investor,Abel Green,,"Benjamin F. Edwards & Company, Inc.",abel.green@benjaminfedwards.com,,Salesforce
11113885,Inactive Investor,Craig Roslien,,NYLIFE Securities LLC Minneapolis MN 3600 Minnesota Dr,croslien@ft.newyorklife.com,,Salesforce
11003430,Inactive Investor,Nikolay Stepanov,,J.P. Morgan Securities LLC Pasco WA 5210 N Road 68,nikolay.stepanov@jpmorgan.com,,Salesforce
9548524,,Alex Bardales,,,abardales@ft.newyorklife.com,,List import
10618741,,Jonathan Brotonel,,,jonathan.brotonel@morganstanley.com,,List Import
10615689,,Kevin Byrne,,,kevin.byrne@stifel.com,,List Import
11075525,Inactive Investor,Linda Timblin,,"Woodmen Financial Services, Inc.",ltimblin@woodmen.org,,Salesforce
9541532,,Lester Duke,,,lester.duke@cibc.com,,List import
10875710,Inactive Investor,Ryan Klimek,,"Osaic Wealth, Inc. Henrico VA 3781 Westerre Pkwy",,,Salesforce
10965357,Inactive Investor,Abhijit Singh,,Salem Partners LLC,asingh@salempartners.com,,Salesforce
10846776,Inactive Investor,Matthew Fillion,,J.P. Morgan Securities LLC Charlotte NC 4350 Congress St,matthew.fillion@jpmorgan.com,,Salesforce
11052882,Inactive Investor,Tye Rickert,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,tye.rickert@ubs.com,,Salesforce
9545020,,Lorraine Siller,,,lorraine.siller@transamerica.com,,List import
11229326,Inactive Investor,Derek Wong,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
10972363,Inactive Investor,Rafael Serrano,,J.P. Morgan Securities LLC Irving TX 7825 N Macarthur Blvd,rafael.serrano@jpmorgan.com,,Salesforce
11020425,Inactive Investor,Daniel Gomez,,"U.S. Bancorp Investments, Inc. Stanton CA 12000 Beach Blvd",,,Salesforce
10984018,Inactive Investor,Kevin Lowe,,"First Palladium, LLC",,,Salesforce
11005574,Inactive Investor,Agnes Olshansky,,Traub Capital Management,a.olshansky@traubcapital.com,,Salesforce
10840625,Inactive Investor,Remy Bolea,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Denver CO 200 Clayton St",remy.bolea@schwab.com,,Salesforce
10807712,Inactive Investor,Jennifer Lee,Compliance Examiner;Vice President,"Wells Fargo Clearing Services, LLC Iselin NJ 194 Wood Ave S",jennifer.lee@wellsfargoadvisors.com,,Salesforce
9565227,,nicole lima,,,nicole.lima@aberdeen-asset.com,,List import
11045985,Inactive Investor,Timothy Henderson,,PFS Investments Inc. Greensboro NC 1400 Battleground Ave,,,Salesforce
11260949,Inactive Investor,Samuel Nielson,Private Client Advisor,Key Investment Services LLC South Jordan UT 11422 S District Dr,,,Salesforce
9636305,,Bruce Jenkyn-jones,,,bjenkyn-jones@impaxam.com,,List import
10720501,,Boss Xiong,,,abud0616@qq.com,,Web Form Fillout
11059037,Inactive Investor,Jeremy Johansen,,NYLIFE Securities LLC Fresno CA 6795 N Palm Ave,jjohansen@eaglestrategies.com,,Salesforce
11106905,Inactive Investor,Maxwell King,,LPL Financial LLC Tampa FL 777 S Harbour Island Blvd,,,Salesforce
339058,,John Compall,Limited Partner,Civc Partners,jcompall@civc.com,312-873-7300,Manual List Upload
11163598,Inactive Investor,Lillian White,,PFS Investments Inc. Hollywood FL 3349 N University Dr,lperry.vw724@primerica.com,,Salesforce
10758586,Inactive Investor,David Diaz,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",david_diaz@ml.com,,Salesforce
11091245,Inactive Investor,Philip Razza,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,philip.razza@fmr.com,,Salesforce
10755380,Inactive Investor,Anthony King,Financial Advisor,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,tony.king@ubs.com,,Salesforce
10904306,Inactive Investor,Kevin Hutchins,,"Allstate Financial Services, LLC Wichita KS 1833 N Rock Road Ct",kevinhutchins3@allstate.com,,Salesforce
11197335,Inactive Investor,Michael Dennis,,Cetera Investment Services LLC Saint Louis MO 8182 Maryland Ave,,,Salesforce
10612357,,Charlene Sasso,Financial Advisor,,charlene.sasso@prudential.com,,List Import
175716,,Michael Batchelor,President,[Unknown],mbatchelor@eriecommunityfoundation.org, +1 814 454 0843,Database Upload
11031285,Inactive Investor,Jeffrey Wire,,"First Command Brokerage Services, Inc. Meridian ID 1404 N Main St",jlwire@firstcommand.com,,Salesforce
10896852,Inactive Investor,Joseph Randall,,LPL Financial LLC Ottawa KS 120 W 2nd St,joe.randall@lpl.com,,Salesforce
10891791,Inactive Investor,Alexis Gutierrez,,Fidelity Brokerage Services LLC,,,Salesforce
11254473,Inactive Investor,Christopher Pellegrino,Premier Banker,"Wells Fargo Clearing Services, LLC Haverford PA 402 Lancaster Ave",,,Salesforce
9627659,,robert ervin,,,rervin@peconicadvisors.com,,List import
10753482,Inactive Investor,Melinda Woll,Financial Advisor,Edward Jones Columbia City IN 716 N State Road 109,melinda.woll@edwardjones.com,,Salesforce
11082162,Inactive Investor,Robert Jones,Executive Vice President;Financial Consultant,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",rjones@wfafinet.com,,Salesforce
10992402,Inactive Investor,Nicole Frost,Associate Representative,Thrivent Investment Management Inc. Midlothian VA 9100 Arboretum Parkway,nicole.frost@thrivent.com,,Salesforce
11129471,Inactive Investor,Kelly Davis,Principal,"MML Investors Services, LLC Niagara Falls NY Private Residence",,,Salesforce
10798417,Inactive Investor,Lawrence Rybka,,"ValMark Securities, Inc.",larryj.rybka@valmarksecurities.com,,Salesforce
11071780,Inactive Investor,Jayson Spring,Financial Advisor,"Citizens Securities, Inc. Hampton NH 35 Winnacunnet Rd",jayson.l.spring@citizenssecurities.com,,Salesforce
11048310,Inactive Investor,Joseph Rivara,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,joseph_rivara@glic.com,,Salesforce
352515,,Jo Diiorio,Professional Assistant,"Endurance Wealth Management, Inc.",jdiiorio@endurancewealth.com,401-854-0993,Manual List Upload
11159294,Inactive Investor,Arnold Clarke,Associate Vice President;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Greenville SC 201 E McBee Ave,arnold.clarke@morganstanley.com,,Salesforce
11001677,Inactive Investor,Jasmine Berg,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,jasmineshayberg@primerica.com,,Salesforce
11104588,Inactive Investor,Lona Albano,,PFS Investments Inc. Oakdale CA 210 S Sierra Ave,lalbano@primerica.com,,Salesforce
9642887,,Jorge Diez Sanz,,,jorge10sanz@yahoo.com,,List import
10769700,Inactive Investor,William Houde,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,william.houde@fidelity.com,,Salesforce
11125911,Inactive Investor,Joseph Kelly,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",joseph_t_kelly@ml.com,,Salesforce
9605748,,Sandrine Benevides,,,sandrine.benevides@andersentax.com,,List import
9629747,,Madhav N,,,madhavnuthakki@gmail.com,,List import
212771,,Alexander Dalton,,[Unknown],alexander.sterba@marcumwealth.com,,Advertising
10855364,Inactive Investor,Sherry Liu,,"Millstein Advisors, LLC",sherry@millsteinadvisors.com,,Salesforce
10753689,Inactive Investor,Laney Mitcham,Financial Advisor;Vice President - Investments,"Benjamin F. Edwards & Company, Inc. El Dorado AR 201 W Main St",laney.mitcham@benjaminfedwards.com,,Salesforce
190614,,Douglas Cajas,Sr Director Media,RTL AC,cajasdouglas@yahoo.com,,Event
10596206,,Jon Abrahamovich,,,jon.abrahamovich@lasalle.com,,Web Form Fillout
10755292,Inactive Investor,Nicole Williams,Financial Advisor,"Financial Dimensions Group, Inc. Saint Paul MN 708 Cleveland Ave SW",npearson@fdg-advisors.com,,Salesforce
9639163,,Tim Mullen,,,tmullen@ccoera.org,,List import
10853518,Inactive Investor,Timothy Lynch,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
10644554,,Anthony Peccatiello,,,peccatiello.anthony@ntrs.com,,List Import
370969,,Alexander Fung,,United States,alexcfung@gmail.com,,Salesforce
11207109,Inactive Investor,Stephen Hocker,,LPL Financial LLC Harrisburg PA 2792 Old Post Rd,stephen.hocker@lpl.com,,Salesforce
11091864,Inactive Investor,Erin Vick,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,ekvick@ft.newyorklife.com,,Salesforce
11076748,Inactive Investor,Joseph Somerset,Managing Member,Beantown Financial Advisors LLC,jsomerset@beantownfinancial.com,,Salesforce
9623581,,Youze Tang,,,tangyouze@gmail.com,,List import
10760707,Inactive Investor,Abby Stancik,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",abby.stancik@wellsfargoadvisors.com,,Salesforce
10996392,Inactive Investor,Gregory Stohrer,,Fidelity Brokerage Services LLC Danvers MA 200 Endicott St,,,Salesforce
11205521,Inactive Investor,Brian Butler,,J.P. Morgan Securities LLC Manasquan NJ 2500 Hwy 35,brian.butler@jpmorgan.com,,Salesforce
11137235,Inactive Investor,Robert Buttarazzi,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Frederick MD 50 Citizens Way",,,Salesforce
10880405,Inactive Investor,Maximilian Spector,,Evercore Group L.L.C.,,,Salesforce
11200071,Inactive Investor,Arik Schechet,Vice President - Relationship Management,"Wellesley Asset Management, Inc.",arikschechet@wellesleyinvestment.com,,Salesforce
11028947,Inactive Investor,Celeste Jovel,,J.P. Morgan Securities LLC Bakersfield CA 5277 Gosford Rd,celeste.jovel@jpmorgan.com,,Salesforce
10779507,Inactive Investor,Anthony Viviano,Branch Manager;Vice President,"Charles Schwab & Co., Inc. New York NY 60 E 42nd St",anthony.viviano@schwab.com,,Salesforce
123362,Inactive Investor,Jonathan Bergner,"Partner, Portfolio Manager","Evercore Wealth Management, Llc",jonathan.bergner@evercore.com, +1 212 822 7588,Manual List Upload
11001281,Inactive Investor,Paul Black,,"Cambridge Investment Research, Inc. Jacksonville FL 4465 Baymeadows Rd",,,Salesforce
10888408,Inactive Investor,Jeffrey Fortson,Financial Advisor,"Osaic Wealth, Inc. Lawrenceville GA Private Residence",,,Salesforce
10927732,Inactive Investor,David Moll,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
221343,,Amisha Patel,,[Unknown],amishavpatel@gmail.com,,
9585656,,Thomas Ely,,,tely@gwnsecurities.com,,List import
11076753,Inactive Investor,Antonio Morrison,Chief Executive Officer;Founder;Manager,"Legacy Global Management, L.L.C.",,,Salesforce
11268868,Inactive Investor,Jason Hawkins,PM,Cadence Bank,jason.hawkins@cadencebank.com,(601) 354-4500,Salesforce
10571492,,GRIFFIN ST HILAIRE,,,griffsthilaire@gmail.com,,Web Form Fillout
10846922,Inactive Investor,Aaron Barlev,,PlanMember Securities Corporation Woodland Hills CA 22234 Victory Blvd,abarlev@planmembersec.com,,Salesforce
10872455,Inactive Investor,Stephanie Hernandez,Bank Advisor,"RBC Capital Markets, LLC Chevy Chase MD 5425 Wisconsin Ave",stephanie.hernandez@rbc.com,,Salesforce
10865606,Inactive Investor,Justin Syers,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,justin.syers@fmr.com,,Salesforce
9549517,,Brian Mimosa,,,bmimosa951@gmail.com,,List import
9572069,,Christian Bauman,,,cbauman@uscallc.com,,List import
10838461,Inactive Investor,Jason Nickerson,Chief Operating Officer;Executive Vice President;President,"John G. Ullman & Associates, Inc",nickersonj@jgua.com,,Salesforce
11195369,Inactive Investor,Paul Wu,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,pbwu@ft.newyorklife.com,,Salesforce
11127169,Inactive Investor,Mark Bloom,Financial Advisor,UBS Financial Services Inc. Nashville TN 3102 West End Ave,mark.bloom@ubs.com,,Salesforce
10997693,Inactive Investor,Travis Paull,,Cetera Investment Services LLC Glen Allen VA 140 Eastshore Dr,,,Salesforce
11014258,Inactive Investor,Matthew Benton,,"FBL Marketing Services, LLC Rockport IN 2642 W Ridgeway Dr",matthew.benton@fblfinancial.com,,Salesforce
10925389,Inactive Investor,Miguel Gonzalez,Vice President,"Raymond James & Associates, Inc. Cranberry Township PA 800 Cranberry Woods Dr",miguel.gonzalez@raymondjames.com,,Salesforce
9602539,,Vadim Suleimanov,,,v.suleimanov93@gmail.com,,List import
242016,,Daniel Cupertino,"Cfp, National Sales Director","Frontier Asset Management, Llc",dcupertino@frontierasset.com,307-673-5675,Manual List Upload
9557680,,Scott Gull,,,scott.gull@voyafa.com,,List import
11040079,Inactive Investor,Jeffrey Lowery,,"Cambridge Investment Research, Inc. Leesburg VA 44084 Riverside Pkwy",,,Salesforce
9566826,,habib kiani,,,kiani8000@gmail.com,,List import
10895893,Inactive Investor,Mackenzie Swartz,,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",mackenzie.t.swartz@citizenssecurities.com,,Salesforce
11016972,Inactive Investor,Emily Quatman,Financial Advisor,LPL Financial LLC Capitola CA 3333 Clares St,emily.quatman@lpl.com,,Salesforce
10790178,Inactive Investor,Jared Black,Financial Advisor,"Wells Fargo Clearing Services, LLC Cheyenne WY 1904 Warren Ave",jared.black@wellsfargoadvisors.com,,Salesforce
10986906,Inactive Investor,Keller Hanegan,,J.P. Morgan Securities LLC San Antonio TX 512 E Highland Blvd,keller.hanegan@jpmorgan.com,,Salesforce
341232,,Angie Chau,Vice President,Albright Capital Management Lp,achau@albrightcapital.com,202-370-3500,Manual List Upload
10781578,Inactive Investor,John Adelman,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.adelman@ubs.com,,Salesforce
11140053,Inactive Investor,Geoffrey Bohn,Financial Advisor,Edward Jones Rice Lake WI 2908 College Dr,geoff.bohn@edwardjones.com,,Salesforce
9629438,,Bryan Barry,,,bryantbarry29@gmail.com,,List import
10895256,Inactive Investor,Karen Tisdale,,"Osaic Wealth, Inc. Fayetteville NC 1005 Hay St",,,Salesforce
204847,,Paul DeFelice,,[Unknown],paul@radondefenseva.com,,
9644840,,Stephen Jenkins,,,stephen@generatingsolutions.ca,,List import
9611468,,Brian Szitanko,,,brian.szitanko@dws.com,,List import
9544553,,Mark Ohe,,,mohe@gatewaymechanical.ca,,List import
10969671,Inactive Investor,Jeffrey Pasquariello,Account Executive,Fisher Investments,,,Salesforce
10926483,Inactive Investor,Madeleine Hardstaff,,Goldman Sachs & Co.,,,Salesforce
10984353,Inactive Investor,Robert Sutton,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,robert.sutton@jpmorgan.com,,Salesforce
11034059,Inactive Investor,Nicholas Beglane,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10619407,,Roger Curylo,,,roger.curylo@morganstanley.com,,List Import
10776391,Inactive Investor,John Haase,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Greenville SC 10 Patewood Dr",haasej@stifel.com,,Salesforce
11128130,Inactive Investor,Lauren Cassell,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,laurenmcassell@primerica.com,,Salesforce
10880255,Inactive Investor,Allison Kistler,,"Steward Partners Investment Solutions, LLC Washington DC 1776 I St NW",ali.allen@stewardpartners.com,,Salesforce
11205539,Inactive Investor,Araceli Castro,,J.P. Morgan Securities LLC Los Angeles CA 725 S Figueroa St,araceli.castro@chase.com,,Salesforce
10973251,Inactive Investor,David Garcia,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Dallas TX 4435 S Lancaster Rd,,,Salesforce
10972218,Inactive Investor,Patrick Coleman,,Jefferies LLC Houston TX 333 Clay St,pcoleman@jefferies.com,,Salesforce
9587465,,John Byrne,,,john.byrne@valic.com,,List import
11133763,Inactive Investor,Chenyu Gao,,Standard Chartered Securities North America LLC Houston TX 2700 Post Oak Blvd,chenyu.gao@sc.com,,Salesforce
11046730,Inactive Investor,Carson Zimmer,,Morgan Stanley Dayton OH 4380 Buckeye Ln,carson.zimmer@morganstanley.com,,Salesforce
11030785,Inactive Investor,Shawn Dorrough,,"Ameriprise Financial Services, LLC Dallas TX 1601 Elm St",,,Salesforce
11107708,Inactive Investor,Michael Alexenko,Chief Compliance Officer;Managing Member,Royal Asset Managers,ma@royalassetmanagers.com,,Salesforce
10958154,Inactive Investor,Kyle Smith,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
10971834,Inactive Investor,Brittany Odom,,Edward Jones Lake Jackson TX 107 W Way St,,,Salesforce
11253928,Inactive Investor,Nathan Bowles,Financial Advisor,"Raymond James & Associates, Inc. Chandler AZ 3133 W Frye Rd",,,Salesforce
11133207,Inactive Investor,Abdul Chowdhury,,"Wells Fargo Clearing Services, LLC Snellville GA 1590 Scenic Hwy N",abdul.h.chowdhury@wellsfargo.com,,Salesforce
11089350,Inactive Investor,David Acosta,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Allen TX 1204 Angel Pkwy,david.n.acosta@jpmorgan.com,,Salesforce
10859208,Inactive Investor,Michael McNitt,Co-Founder;Managing Partner,"Highview Capital Management, LLC",michael.mcnitt@hv-cap.com,,Salesforce
10596143,,robert Gude,,,rgude@montvillefinancialgroup.com,,Web Form Fillout
10950669,Inactive Investor,Samuel Linden,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",samuel.linden@nm.com,,Salesforce
10897277,Inactive Investor,Kai-Ting Cheek,,"Raymond James Financial Services, Inc. Neptune Beach FL 442 3rd St",kai-ting.cheek@raymondjames.com,,Salesforce
9597181,,asep Wili,,,asepwili86@gmail.com,,List import
11179601,Inactive Investor,Mark Blackmer,,"Wells Fargo Clearing Services, LLC Columbia MD 10400 Little Patuxent Pkwy",,,Salesforce
10813577,Inactive Investor,John Wright,,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,allen.wright@ubs.com,,Salesforce
9555447,,James Mullins,,,jay@carlsoninvest.com,,
9548398,,Altaf Khan,,,khanaltaf91@yahoo.com,,List import
10955477,Inactive Investor,Melinda Vasconcellos,,Vanguard Marketing Corporation,melinda_vasconcellos@vanguard.com,,Salesforce
11259971,Inactive Investor,David Simpson,Financial Advisor,LPL Financial LLC Tracy CA 37 W 10th St,,,Salesforce
11039629,Inactive Investor,Jordan Evans,,"Citizens Securities, Inc. Massillon OH 2200 Wales Ave NW",jordan.evans@citizensbank.com,,Salesforce
10855597,Inactive Investor,Steven Schneider,Financial Advisor,"Ameriprise Financial Services, LLC Dickinson ND 30 1st Ave E",steven.schneider@ampf.com,,Salesforce
10977449,Inactive Investor,Matthew Hier,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10801302,Inactive Investor,Matthew Dupon,Wealth Manager,Commonwealth Financial Network Pasadena CA 301 E Colorado Blvd,mdupon@commonwealth.com,,Salesforce
9581859,,Mark Hughes,,,mark.hughes@lfg.com,,List import
11122658,Inactive Investor,Antonette Gambini,,"Equitable Advisors, LLC Deerfield IL 520 Lake Cook Rd",antonette.gambini@equitable.com,,Salesforce
10956157,Inactive Investor,Kayleigh Fournier,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
10982723,Inactive Investor,Michael Jesse,,"RBC Capital Markets, LLC Dallas TX 200 Crescent Ct",,,Salesforce
11018566,Inactive Investor,Preeti Sehgal,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,preeti.sehgal.yc3m@statefarm.com,,Salesforce
11223062,,Alan Imberman,,,alan@wealthfront.com,,List Import
172395,,Francisco Crespo,,[Unknown],samanthika.gallage@gmail.com,,Organic Search
11137223,Inactive Investor,Justin Van Dorn,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9642718,,YUKI HORIKOSHI,,,horiko77@gmail.com,,List import
11085698,Inactive Investor,Cameron Wilson,,B. C. Ziegler and Company New York NY 140 E 45th St,clwilson@ziegler.com,,Salesforce
11086620,Inactive Investor,Brian Aunan,Financial Advisor,"Ameriprise Financial Services, LLC Maquoketa IA 414 E Platt St",brian.c.aunan@ampf.com,,Salesforce
11187746,Inactive Investor,Nathan Dejongh,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,nrdejongh@ft.newyorklife.com,,Salesforce
9565005,,John Everhart,,,jeverhart2@bloomberg.net,,List import
11052044,Inactive Investor,Eder Hernandez Barrientos,Financial Advisor,Edward Jones Oakdale CA 178A S Maag Ave,eder.hernandez@edwardjones.com,,Salesforce
11238229,Inactive Investor,David Jennings,,"Bridgeway Capital Management, LLC",djennings@bridgeway.com,,Salesforce
9641229,,Patrick Lindenmann,,,p.lindenmann94@gmail.com,,List import
10788220,Inactive Investor,Thomas Frietch,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,thomas.frietch@fidelity.com,,Salesforce
10923480,Inactive Investor,Veronica Wang,Client Associate,UBS Financial Services Inc. San Francisco CA 555 California St,veronica-za.wang@ubs.com,,Salesforce
10921075,Inactive Investor,Jonathan Swanburg,Managing Member,TSA Wealth Management,jonathan@tsawm.com,,Salesforce
10802387,Inactive Investor,Larry Kennison,,"Raymond James Financial Services, Inc. Rapid City SD 333 West Blvd",larry.kennison@raymondjames.com,,Salesforce
11042614,Inactive Investor,Tyrone Judge,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9586183,,Vikrant Sawhney,,,sawhney@blackstone.com,,List import
10979126,Inactive Investor,Anita Rao,,J.P. Morgan Securities LLC Frisco TX 5766 FM 423,anita.rao@jpmorgan.com,,Salesforce
11179373,Inactive Investor,Diana Nadinic,,The Huntington Investment Company Willoughby OH 36505 Euclid Ave,diana.nadinic@huntington.com,,Salesforce
11163882,Inactive Investor,Anthony Wyss,Wealth Management Associate,"World Investments, Inc. Closter NJ 294 Harrington Ave",,,Salesforce
11094475,Inactive Investor,Jonathan Vanorden,,A.G.P / Alliance Global Partners Rochelle Park NJ 350 W Passaic St,jvanorden@allianceg.com,,Salesforce
2221062,,Emma ter Braak,,,emma.terbraak@gmail.com,,
149923,,Bonnie Glenn,,[Unknown],bonglenn@aol.com,,Webinar
11218546,,Dustin Hutter,,,dhutter@rwbaird.com,,List Import
10850660,Inactive Investor,Stephen Ratcliffe,Director - Financial Planning;Managing Member;Principal,"Providence Capital Advisors, LLC",sratcliffe@provcapadv.com,,Salesforce
11097681,Inactive Investor,Alvin Rudder,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jason.rudder@fmr.com,,Salesforce
11085384,Inactive Investor,Benee Irwin,,State Farm VP Management Corp. Shreveport LA 411 Sophia Ln,,,Salesforce
9602233,,Carmen Campo,,,cc@ldjcapital.com,,List import
9616684,,Aza Oleary,,,seethechange1@gmail.com,,List import
11040373,Inactive Investor,Daniel Hernandez,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10656986,,Dawn Okon,,,dawn.a.okon@jpmorgan.com,,List Import
11014322,Inactive Investor,Mariglen Kokoneshi,,"Citizens Securities, Inc. North Reading MA 80 Main St",mariglen.kokoneshi@citizensbank.com,,Salesforce
335598,,Michael Weiss,Managing Partner And Limited Parter,Greenbriar Equity Group,mweiss@greenbriarequity.com,914-925-9600,Manual List Upload
11005890,Inactive Investor,Jonathan Muniz,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,jonathanmuniz@primerica.com,,Salesforce
10952995,Inactive Investor,Jacqueline Peng,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ontario CA 735 N Euclid Ave",jacqueline.peng@ml.com,,Salesforce
11067412,Inactive Investor,Vinod Bommaiah,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
9559184,,Mark Medlin,,,mark.medlin@captrustadvisors.com,,List import
9594447,,Bryan Tamblyn,,,btamblyn@cidel.com,,List import
10830923,Inactive Investor,Mark Henry,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",mark.henry@raymondjames.com,,Salesforce
10752717,Inactive Investor,William Young,,"Stifel, Nicolaus & Company, Incorporated Boston MA 20 Custom House St",youngw@stifel.com,,Salesforce
9642503,,Karl Orf,,,steff9132@yahoo.de,,List import
11146656,Inactive Investor,Svetlana Faynblut,,"Osaic Wealth, Inc. Beverly Hills CA 8383 Wilshire Blvd",,,Salesforce
334834,,Bradley Carroll,Managing Partner,Tripost Capital Partners Llc,bcarroll@tripost.com,212-758-1600,Manual List Upload
11124747,Inactive Investor,Gregg Reutter,,"American Portfolios Financial Services, Inc. Manorville NY Private Residence",greutter@americanportfolios.com,,Salesforce
11134516,Inactive Investor,Julio Soria,,Park Avenue Securities LLC Fort Lauderdale FL 1580 Sawgrass Corporate Pkwy,julio_soria@glic.com,,Salesforce
10818941,Inactive Investor,Philip Pinkey,,Fidelity Brokerage Services LLC,,,Salesforce
10843603,Inactive Investor,Craig Wroten,,LPL Financial LLC Metairie LA 1 Galleria Blvd,craig.wroten@lpl.com,,Salesforce
10896336,Inactive Investor,Ashleigh Brooker,Owner;Principal,A.J. Brooker Financial Associates,ashleigh.brooker@ajbrooker.com,,Salesforce
68387,,Geordie Robertson,,"Securities America Advisors, Inc.",kathleen.shedler@securitiesamerica.com,402-399-9111,
11039422,Inactive Investor,Spencer Hoag,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",spencer.hoag@wellsfargo.com,,Salesforce
11107403,Inactive Investor,Michael Avallone,,"Osaic Wealth, Inc. Brick NJ Private Residence",,,Salesforce
11200253,Inactive Investor,Benjamin Renke,,"Equitable Advisors, LLC Englewood CO 5613 DTC Pkwy",benjamin.renke@equitable.com,,Salesforce
11081323,Inactive Investor,Brian Gallacher,,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",,,Salesforce
11137481,Inactive Investor,Anita Fearon,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,,,Salesforce
10991338,Inactive Investor,Daniel Buchenau,,"Empower Financial Services, Inc Dubuque IA 1000 Jackson St",daniel.buchenau@empower.com,,Salesforce
10766232,Inactive Investor,Leigh McLafferty,Complex Risk Officer;Vice President,Morgan Stanley Austin TX 301 Congress Ave,leigh.mclafferty@morganstanley.com,,Salesforce
11087513,Inactive Investor,Michael Lincoln,,Fidelity Brokerage Services LLC,,,Salesforce
10881874,Inactive Investor,Papa Macisse Diop,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10757532,Inactive Investor,William Cooney,Chief Compliance Officer,"BestVest Investments, Ltd.",,,Salesforce
10902146,Inactive Investor,Tess Creger,,J.P. Morgan Securities LLC Littleton CO 8369 N Rampart Range Rd,tess.creger@jpmorgan.com,,Salesforce
11031224,Inactive Investor,Helene Craig,,"Farmers Financial Solutions, LLC Bridgeview IL 7654 S Harlem Ave",hcraig@farmersagent.com,,Salesforce
9542358,,kyungmo koo,,,ttlrudah@gmail.com,,List import
11163880,Inactive Investor,Blakely Buhler,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
333195,,Vikram Soorma,,Foster Dykema Cabot,vsoorma@fdcpartners.com,,Manual List Upload
11015684,Inactive Investor,Bianca Conway,,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
10894886,Inactive Investor,Lori Martin,Financial Advisor,Lincoln Investment Lutcher LA 10900 Hwy 3125,lmartin@lincolninvestment.com,,Salesforce
10990647,Inactive Investor,Dianna Salido,,"CUSO Financial Services, L.P. Gastonia NC 3351 E Franklin Blvd",,,Salesforce
11056348,Inactive Investor,Joseph Duplechain,,"Arete Wealth Management, LLC",joseph.duplechain@aretewealth.com,,Salesforce
11122693,Inactive Investor,Robert Gasnick,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 11819 Miracle Hills Dr",robert.gasnick@ampf.com,,Salesforce
11192513,Inactive Investor,Brian McGlynn,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,brian.j.mcglynn@jpmorgan.com,,Salesforce
11152407,Inactive Investor,Matthew Wetmore,,State Farm VP Management Corp. Beulah MI 286 N Michigan Ave,,,Salesforce
11076809,Inactive Investor,Jeffery Reau,Financial Advisor,Edward Jones Manistee MI 263 River St,jeff.reau@edwardjones.com,,Salesforce
9544160,,Kathryn O'Dea,,,kathy.odea@transamerica.com,,List import
10792251,Inactive Investor,Gregory Couch,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,"Meridian Wealth Management, LLC",gcouch@meridianwealthllc.com,,Salesforce
10912716,Inactive Investor,Joshua Huckins,Branch Operations Manager;Client Associate,D.A. Davidson & Co. Roseburg OR 1495 NW Garden Valley Blvd,,,Salesforce
11006377,Inactive Investor,Katherine White,,"Voya Financial Advisors, Inc. Lakeland TN Private Residence",katherine.white@voya.com,,Salesforce
10661593,,Mark Miller,,,mark@blueviewinvestment.com,,List import
11142743,Inactive Investor,Sabrina Nyenhuis,Client Service Associate,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,sabrina.nyenhuis@morganstanley.com,,Salesforce
10505287,,Andres Vargas,CEO,NEXT VALUATION,avargas@nextvaluation.com,7875029920,List Import
10898135,Inactive Investor,Andrea Zoeller,Wealth Manager,Merit Financial Advisors Sheboygan Falls WI 517 Monroe St,azoeller@meritfa.com,,Salesforce
9594831,,James Devilbiss -,,,devilbissjames5@gmail.com,,List import
9606992,,Christopher Durante,,,chris.durante@cbreclarion.com,,List import
11055686,Inactive Investor,Ross Feldman,Financial Advisor;Wealth Management Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,ross_feldman@glic.com,,Salesforce
11001280,Inactive Investor,Jonathan Azul,,PFS Investments Inc. Fort Washington MD 9400 Livingston Rd,jonathan.azul@primerica.com,,Salesforce
11011574,Inactive Investor,Brady Zylla,,PFS Investments Inc. Sauk Rapids MN 2 2nd Ave S,bzylla@primerica.com,,Salesforce
233835,, -,,[[Unknown]],baxter.holly@gmail.com,,
9583574,,Lennard Krüger,,,lennard.krueger345@gmail.com,,List import
10857120,Inactive Investor,Jessica Kim,,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",jessica.kim@equitable.com,,Salesforce
10825277,Inactive Investor,Michael Kaiser,Financial Advisor,"Ameriprise Financial Services, LLC Vestal NY 1550 Vestal Pkwy E",michael.kaiser@ampf.com,,Salesforce
11125120,Inactive Investor,Tricia Pickering,Financial Advisor,Edward Jones Sun City AZ 10451 W Palmeras Dr,tricia.pickering@edwardjones.com,,Salesforce
10823892,Inactive Investor,Charles Ransom,Chief Compliance Officer;Investment Advisor;Owner,Ransom Advisory,,,Salesforce
10893974,Inactive Investor,Raymond Lopez,Financial Advisor,LPL Financial LLC Fresno CA 465 E Fir Ave,raymond.lopez@lpl.com,,Salesforce
10596079,,kris persinger,,,kris.persinger@verizon.net,,Web Form Fillout
10761465,Inactive Investor,Anne Schoch,Wealth Management Associate,Morgan Stanley Boston MA 28 State St,brinley.mooney@morganstanley.com,,Salesforce
11200949,Inactive Investor,Misty Rosser-White,,State Farm VP Management Corp. Memphis TN 3872 Elvis Presley Blvd,misty.rosser-white.l922@statefarm.com,,Salesforce
10616268,,Laurie Steadman,,,laurie.steadman@lpl.com,,List Import
11211725,Inactive Investor,Ann Ledyard,,"Ameriprise Financial Services, LLC Little Rock AR 22 Rahling Cir",kakki.ledyard@ampf.com,,Salesforce
344922,,Yogin Joshi,Senior Associate,Hcap Advisors Llc,yjoshi@harvestcaps.com,212-906-3589,Manual List Upload
11093997,Inactive Investor,David Minarik,Financial Advisor,Edward Jones Owosso MI 2246 E M 21,dave.minarik@edwardjones.com,,Salesforce
11110928,Inactive Investor,Eric Seger,Chief Compliance Officer;Managing Member;Principal,Integrated Capital Management,eseger@icapitalmgt.com,,Salesforce
11049623,Inactive Investor,Thomas Dillon,,"Truist Investment Services, Inc. Oak Ridge TN 1188 Oak Ridge Tpke",thomas.dillon@truist.com,,Salesforce
10900914,Inactive Investor,Veronica Villeneuve,Senior Wealth Strategy Associate,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,veronica.villeneuve@ubs.com,,Salesforce
10798389,Inactive Investor,Patrick McManus,Financial Advisor,Edward Jones Saint Louis MO 5520 Telegraph Rd,patrick.mcmanus@edwardjones.com,,Salesforce
7114593,,imkj sina,,,makosen893@vootin.com,,Web Form Fillout
9541169,,JAY WAAS,,,wmsj98@aol.com,,List import
10882391,Inactive Investor,David Roberts,Financial Advisor,"VIMA, LLC",,,Salesforce
11175591,Inactive Investor,Susan Mohacey,Senior Registered Associate,Morgan Stanley Berwyn PA 899 Cassatt Rd,susan.mohacey@morganstanley.com,,Salesforce
11067074,Inactive Investor,Gerald Jeter,,"Farmers Financial Solutions, LLC Cody WY 1808 Sheridan Ave",,,Salesforce
335184,,Alicia Donahue,Principal And CCO,Nashua Capital Management Llc,alicia.donahue@nashuacapital.com,603-320-2881,Manual List Upload
10877512,Inactive Investor,Trevor Hurley,Financial Advisor,Edward Jones Albany OR 2411 Brighton Way SE,trevor.hurley@edwardjones.com,,Salesforce
11040382,Inactive Investor,Frances Fang,Wealth Manager,"Campbell Wealth Management, Inc.",frances@campbellwealth.com,,Salesforce
9587770,,Brian Casey,"President And CEO, Director",Westwood Management Corp,bcasey@westwoodgroup.com,,List import
9564235,,Gerard Goadec,,,gerard.goadec@opco.com,,List import
10948240,Inactive Investor,Jackson Loflin,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",jackson.loflin@ml.com,,Salesforce
11025118,Inactive Investor,David Strasser,,State Farm VP Management Corp. Bothell WA 1700 132nd St SE,,,Salesforce
9555485,,Carol Anderson,,,canderson@fscadvisor.com,,
10952531,Inactive Investor,Anthony Liberatore,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,anthony.liberatore@fidelity.com,,Salesforce
11130558,Inactive Investor,Amanda Johnson,District Leader,PFS Investments Inc. Sarasota FL 7053 S Tamiami Trl,amanda.johnson@primerica.com,,Salesforce
11109354,Inactive Investor,Jennifer Gershon,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 333 S Hope St",jennifer_gershon@ml.com,,Salesforce
10903483,Inactive Investor,Kirk Cowan,Financial Advisor,Edward Jones Alameda CA 1336 Park St,kirk.cowan@edwardjones.com,,Salesforce
11086842,Inactive Investor,Kyle Kadlick,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",kyle.kadlick@ml.com,,Salesforce
11119087,Inactive Investor,James Malone,Financial Advisor,LPL Financial LLC Longview TX 1127 Judson Rd,jim.malone@lplfinancial.com,,Salesforce
10910522,Inactive Investor,Michele Lopez Gonzalez,Chief Compliance Officer,"Mellig Group, LLC",,,Salesforce
128807,,Wistar Holt,,"Steward Partners Investment Advisory, Llc",wistar.holt@stewardpartners.com,(314) 726-0600,
9614498,,Nathan Sanders -,,,detroitboy31386@outlook.com,,List import
11140282,Inactive Investor,Carlos Guerrero,,Fidelity Brokerage Services LLC,,,Salesforce
9567893,,DongJoo Kim,,,mynameisdj@gmail.com,,List import
11070102,Inactive Investor,Benjamin Wells,,"Raymond James Financial Services, Inc. Lubbock TX 5219 City Bank Pkwy",benjamin.wells@raymondjames.com,,Salesforce
10833765,Inactive Investor,Neal Clemens,,"Cambridge Investment Research, Inc. Sugarcreek OH 785 Dover Rd NE",,,Salesforce
11078172,Inactive Investor,Julissa Alburquerque-Tracy,,J.P. Morgan Securities LLC Boca Raton FL 3901 N Federal Hwy,julissa.alburquerque-tracy@jpmorgan.com,,Salesforce
11094950,Inactive Investor,William Hays,Chief Compliance Officer;Owner;President;Secretary,"WLH Management Co., Inc.",,,Salesforce
10811487,Inactive Investor,Michael Lepore,Chief Compliance Officer;Managing Director;Senior Managing Director,"GYL Financial Synergies, LLC",michael.lepore@gylfinsyn.com,,Salesforce
11131785,Inactive Investor,Sidney Stahl,Financial Advisor,"MML Investors Services, LLC Seattle WA 701 5th Ave",sidstahl@financialguide.com,,Salesforce
10762363,Inactive Investor,Kyle Scallion,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",kyle.scallion@ml.com,,Salesforce
11255107,Inactive Investor,Benjamin Watson,Investment Advisor Representative,"WealthTrust Asset Management, LLC",,,Salesforce
11016781,Inactive Investor,Ian Park,,"Northwestern Mutual Investment Services, LLC Champaign IL 4120 Belmont Pt",ian.park@nm.com,,Salesforce
10777129,Inactive Investor,Micah Barrett,Senior Financial Associate;Vice President,"RBC Capital Markets, LLC Saint Cloud MN 1015 W Saint Germain St",micah.barrett@rbc.com,,Salesforce
10850020,Inactive Investor,Stace Jensen,,IP Financial Advisory Services LLC No Lehi UT Private Residence,sjensen@innovationpartnersllc.com,,Salesforce
10864540,Inactive Investor,J Savage,Investment Advisor Representative,"The Private Client Advisory Group, LLC",j.scott.savage@thepcag.com,,Salesforce
9627402,,Noel Kamenica,,,nkamenica@iraclub.org,,List import
10871762,Inactive Investor,June Woo,Financial Advisor,"Citizens Securities, Inc. Forest Hills NY 10719 71st Ave",june.woo@citizensbank.com,,Salesforce
11049924,Inactive Investor,Apekshit Mulay,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",,,Salesforce
9614098,,Alex Ball,,,mr.alex.ball@gmail.com,,List import
11182487,Inactive Investor,Jose Paniagua,,"Wells Fargo Clearing Services, LLC New York NY 535 Fashion Ave",,,Salesforce
11098034,Inactive Investor,Justin Reineke,,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",justin.reineke@aviorwealth.com,,Salesforce
234893,, -,,[[Unknown]],diomondmma@gmail.com,,
9617865,,Mitchell Kovitz,,,mkovitz@kovitz.com,,List Import
10819488,Inactive Investor,Scott Scherer,Branch Manager;Chief Compliance Officer;Managing Member;Wealth Manager,"Scherer Financial Advisory Services, LLC",,,Salesforce
9609568,,martin benes,,,martinbenes73@seznam.cz,,List import
10940544,Inactive Investor,William Cooper,Banker,J.P. Morgan Securities LLC Rochester NY 1 S Clinton Ave,,,Salesforce
11076543,Inactive Investor,David Leighton,,"Beech Hill Securities, Inc.",dleighton@bh-secs.com,,Salesforce
10812779,Inactive Investor,Jennyliz Hernandez,,"Wells Fargo Clearing Services, LLC",jennyliz.hernandez@wellsfargoadvisors.com,,Salesforce
10959002,Inactive Investor,Oliver Abel,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,,,Salesforce
10868052,Inactive Investor,So Han Tang,,"Transamerica Financial Advisors, Inc Virginia Beach VA 293 Independence Blvd",sohan.tang@tfaconnect.com,,Salesforce
11009144,Inactive Investor,Terrance Lam,,Rothschild & Co US Inc. Santa Monica CA 1299 Ocean Ave,,,Salesforce
9546064,,Peter Aldo,,,aldosov@earthlink.net,,List import
10853139,Inactive Investor,Kenrick Moore,Investment Advisor Representative;Member;Partner;Portfolio Manager;President,Quantum Financial Partners LLC,kmoore@qfp-llc.com,,Salesforce
9573185,,Eddie Salcedo,,,salcedo2@gmail.com,,List import
11080373,Inactive Investor,Dario Aguilar,Account Vice President;Financial Advisor,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,dario.aguilar@ubs.com,,Salesforce
11180678,Inactive Investor,Timothy Hunkele,Financial Advisor;Vice President,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,thunkele@rwbaird.com,,Salesforce
11032178,Inactive Investor,Jackson Kubaszyk,,"OneAmerica Securities, Inc.",,,Salesforce
10993543,Inactive Investor,Ryan Duplessis,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,,,Salesforce
9630155,,Phan Ngoc Cuong,,,vanadi.online@gmail.com,,List import
10927557,Inactive Investor,David Chong,Chief Compliance Officer;Founder;Owner;President,Oaktree Wealth Group Inc.,dchong@oaktreewealthgroup.com,,Salesforce
10921213,Inactive Investor,Isidore Ogoussan,,"Cambridge Investment Research, Inc. Newtown PA 3 Terry Dr",,,Salesforce
10886140,Inactive Investor,Sharese Parker,,J.P. Morgan Securities LLC Larchmont NY 1350 Boston Post Rd,sharese.j.parker@chase.com,,Salesforce
11171689,Inactive Investor,Heather Taylor,,J.P. Morgan Securities LLC Champaign IL 201 W University Ave,heather.x.taylor@chase.com,,Salesforce
11121595,Inactive Investor,Viridiana Salamesainz,,Citigroup Global Markets Inc. Houston TX 2700 Post Oak Blvd,,,Salesforce
11042555,Inactive Investor,Matthew Page,,"Northwestern Mutual Investment Services, LLC Tallahassee FL 2450 Tim Gamble Pl",,,Salesforce
10612248,,Allison Guzman,Financial Advisor,,allison.guzman@raymondjames.com,,List Import
10963907,Inactive Investor,Antony Lawrence,,National Bank of Canada Financial Inc.,antony.lawrence@nbf.ca,,Salesforce
11236305,Inactive Investor,Brenden Volcko,Advisor,ProPartners Wealth,,,Salesforce
10804441,Inactive Investor,Donna Bromfield-Day,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",donna.bromfield-day@wellsfargoadvisors.com,,Salesforce
11108932,Inactive Investor,Samuel Hopkins,Wealth Advisor,"Cambridge Capital Management, LLC",shopkins@camcapmgt.com,,Salesforce
48512,,Steven Smith,Financial Professional,"Voya Financial Advisors, Inc.",smithstevenb@voyafa.com,785-776-7670,
226534,,Joseph Tabet,"Financial Advisor, Partner",William Blair,jtabet@williamblair.com,(312) 919-4383,Initial Salesforce Import
10823521,Inactive Investor,Mark Keith,,The Huntington Investment Company Oak Lawn IL 10240 S Cicero Ave,mark.v.keith@huntington.com,,Salesforce
9635276,,Dan Ryan,,,dryan@milestonepartners.com,,List import
11048037,Inactive Investor,Warren McLamore,,State Farm VP Management Corp. Richardson TX 1415 State St,dane.mclamore.sq97@statefarm.com,,Salesforce
9569686,,Nathanael Ott,,,nate.ott@thrivent.com,,List import
9631770,,Chad Linebarger,,,chadlinebarger@redlemurphotography.com,,List import
11100940,Inactive Investor,Steven Schmit,Associate Vice President;Financial Advisor,Morgan Stanley Grand Blanc MI 2430 E Hill Rd,steve.schmit@morganstanley.com,,Salesforce
10897893,Inactive Investor,Madeline Evanson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth MN 130 W Superior St",madeline.m.joynes@ml.com,,Salesforce
10928061,Inactive Investor,Khushvinder Singh,,"Farmers Financial Solutions, LLC San Jose CA 2092 Concourse Dr",ksingh2@farmersagent.com,,Salesforce
11053761,Inactive Investor,Jason Pfeifer,,"FBL Marketing Services, LLC Russell KS 315 E Wichita Ave",jason.pfeifer@fbfs.com,,Salesforce
11058324,Inactive Investor,Michael Licciardi,Financial Planner;Managing Member,Brownstone Financial Group LLC,,,Salesforce
11202680,Inactive Investor,Andrew Leicht,Chief Compliance Officer;Chief Executive Officer;Founder;Wealth Advisor,Leicht Financial Planning and Wealth Management,andrew@leichtwealth.com,,Salesforce
11156128,Inactive Investor,Schelley York,Financial Advisor,Edward Jones Port Orchard WA 2299 Bethel Rd SE,schelley.dyess@edwardjones.com,,Salesforce
109928,,Paul Stahl,,Personal Investor - I already own GBTC thru Schwabb,paul.stahl@dynatouch.com,2102409020,
10875902,Inactive Investor,Cullen White,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,cullen.white@fmr.com,,Salesforce
10840217,Inactive Investor,Katie Lange,Client Associate,"Wells Fargo Clearing Services, LLC San Antonio TX 777 E Sonterra Blvd",katie.lange@wellsfargoadvisors.com,,Salesforce
11265404,,Ibrahim Noureldin,,,ibrahim.a.noureldin@gmail.com,5403203351,Web Form Fillout
9588550,,Brian Canida,,,bcanida@citocapitalgroup.com,,List import
9583524,,Niki Dillman,,,ndillman@meridianwealthllc.com,,List Import
10997670,Inactive Investor,Patrick Hansen,Financial Advisor,"Certior Financial Group, LLC",patrick@certiorfinancial.com,,Salesforce
10770072,Inactive Investor,Lisa Bell,Premier Banker,"Wells Fargo Clearing Services, LLC Summerville SC 406 N Main St",lisa.bell@wellsfargoadvisors.com,,Salesforce
11144369,Inactive Investor,Cynthia Zellers,,Key Investment Services LLC Waterville OH 1360 Michigan Ave,cindy_l_zellers@keybank.com,,Salesforce
10791034,Inactive Investor,Rachel Leventhal,,"Hennion & Walsh, Inc.",rleventhal@hennionandwalsh.com,,Salesforce
332296,,Bijan Zoughi,,[Unknown],bijan.zoughi@avid-int.com,,Event
11163147,Inactive Investor,Steven Yezzo,,"Cadaret, Grant & Co., Inc. Albany NY 6 Automation Ln",syezzo@cadaretgrant.com,,Salesforce
9570961,,Matthew Lempa,,,lempa_matthew@nlvmail.com,,List import
11163493,Inactive Investor,Bradley Pagliaro,Assistant Vice President,LPL Financial LLC Wesley Chapel FL Private Residence,bradley.pagliaro@lpl.com,,Salesforce
11180815,Inactive Investor,Matthew Russell,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",matt.russell@wellsfargoadvisors.com,,Salesforce
10658714,,Timothy Sullivan,,,timsullivan@afpadvisor.com,,List Import
10815151,Inactive Investor,Jenny Harrington,Chief Executive Officer;Managing Member;Portfolio Manager;Regulatory Contact,"Gilman Hill Asset Management, LLC",jenny@gilmanhill.com,,Salesforce
11076933,Inactive Investor,Clarissa Fell,,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",clarissa.fell@wfadvisors.com,,Salesforce
10794653,Inactive Investor,Jason Freeman,Chief Compliance Officer;Chief Executive Officer;Owner,J. Freeman & Associates,jason@j-freeman.com,,Salesforce
10986160,Inactive Investor,Stephen Devine,Compliance Associate,Commonwealth Financial Network,sdevine@commonwealth.com,,Salesforce
9635962,,Susan Mason,,,smason@turnarounds.com,,List import
9560676,,Cristina Destefanis,,,cdestefanis@cantella.com,,List import
9562038,,Deepak Kumar,,,ssddeepak@gmail.com,,List import
211411,,Luct Gettman,Principal,G&S,lucygettman0@gmail.com,,Content
9566878,,Huseyin Turan,,,huseyin.turan@bitcap.com,,List import
10611226,,Alexander Bijanada,"Associate Vice President, Financial Advisor",,alexander.d.bijanada@ampf.com,,List Import
9612799,,Carlos Ortiz,,,carlos@boohol.com,,List import
9560782,,Gary Lewis,,,garylewisbond@gmail.com,,List import
9551547,,Benjamin Albrecht,,,balbrecht@rmbcap.com,,List import
11142316,Inactive Investor,Timothy Mogford,,Cetera Advisors LLC Reading PA 34 W Lancaster Ave,,,Salesforce
11008386,Inactive Investor,Dru Schneeberger,,Thrivent Investment Management Inc. Hickory NC 1015 2nd St NE,dru.schneeberger@thrivent.com,,Salesforce
10489589,,Jeffrey Donald Mcgrew,Vice President,Fisher Investments,j.mcgrew@fi.com,,List import
11095273,Inactive Investor,James Mclean,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Orlando FL 719 Peachtree Rd",james.mclean@ampf.com,,Salesforce
10835981,Inactive Investor,James Davis,Financial Advisor,"Ameriprise Financial Services, LLC Lancaster PA 1717 Lititz Pike",,,Salesforce
10402576,,Dhaval Chudasama,,,kingdcp57@gmail.com,,Web Form Fillout
158482,,Dominic Pynes,,[Unknown],dpynes@emeraldstreetllc.com,,
10984559,Inactive Investor,David Stitt,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. San Diego CA 12481 High Bluff Dr",david.stitt@schwab.com,,Salesforce
248632,,Raymond Jensen,Associate,K&L Gates LLP,raymond.jensen@klgates.com,,Manual List Upload
9571691,,Gloria Wagner,,,gwagner@financialguide.com,,List import
9586158,,James Alberts,,,jalbertsnj@gmail.com,,List import
10873095,Inactive Investor,Matthew Worthington,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,msworthington@ft.newyorklife.com,,Salesforce
11011753,Inactive Investor,Primo Bushati,,"Bankers Life Securities, Inc. Clearwater FL 73 N Park Place Blvd",primo.bushati@bankerslife.com,,Salesforce
11142624,Inactive Investor,Konrad Pi,Private Client Advisor,J.P. Morgan Securities LLC San Diego CA 13485 Pacific Highlands Ranch Pkwy,konrad.pi@jpmorgan.com,,Salesforce
10979839,Inactive Investor,Shafiq Islam,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,stislam@ft.newyorklife.com,,Salesforce
10781828,Inactive Investor,Derek Grove,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,derek.grove@fidelity.com,,Salesforce
11019594,Inactive Investor,Sherwin Zuckerman,Chairman;Executive Chairman,Zuckerman Investment Group,sz@zuckermaninvestmentgroup.com,,Salesforce
9617771,,Rustam Ismailov,,,ri@suez.capital,,List import
10887702,Inactive Investor,Hatem Dhiab,Managing Partner,Gerber Kawasaki Wealth & Investment Management,hatem@gerberkawasaki.com,,Salesforce
11193120,Inactive Investor,Heather Abshear,,J.P. Morgan Securities LLC Dayton OH 3075 Woodman Dr,heather.m.hill@chase.com,,Salesforce
11132924,Inactive Investor,Caitlin Kuhnen,,LPL Financial LLC Endicott NY 24 McKinley Ave,caitlin.kuhnen@lpl.com,,Salesforce
11050801,Inactive Investor,Norris Rader,,NYLIFE Securities LLC Lafayette LA 400 E Kaliste Saloom Rd,nprader@ft.newyorklife.com,,Salesforce
11142256,Inactive Investor,Isabelle Otero,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",isabelle.otero@ml.com,,Salesforce
10873206,Inactive Investor,Elise Capers,,PFS Investments Inc. Rancho Cucamonga CA 11910 Foothill Blvd,elise.capers@primerica.com,,Salesforce
11074651,Inactive Investor,Angela Smithwick,,USCA Securities LLC,,,Salesforce
9547643,,mike truax,,,miketruax1@mac.com,,List import
11155472,Inactive Investor,Thomas Lawrence,,"Woodmen Financial Services, Inc.",tlawrence@woodmen.org,,Salesforce
10928185,Inactive Investor,Michael Cirelli,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9593746,,Michael Vranos,,,mvranos@ellingtonfinancial.com,,List import
10872148,Inactive Investor,Colin Dewey,Financial Advisor,Edward Jones Milwaukee WI 10501 W Research Dr,colin.dewey@edwardjones.com,,Salesforce
10855599,Inactive Investor,Richard Coloni,Financial Consultant,LPL Financial LLC Orange City FL 921 Town Center Dr,richie.coloni@lpl.com,,Salesforce
9568653,,Devin Walden,,,devin1.walden@gmail.com,,List import
10998410,Inactive Investor,Jonathan Oh,,Vanguard Marketing Corporation,jonathan_oh@vanguard.com,,Salesforce
11041058,Inactive Investor,Ryan Gannon,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9620101,,hm mh,,,harimooc@gmail.com,,List import
10874528,Inactive Investor,Albert Watson,,"Allstate Financial Services, LLC Kalamazoo MI 672 Maple Hill Dr",albertwatson@allstate.com,,Salesforce
9632675,,Marissa Secreto,,,marissa.secreto@revolution.com,,List import
211768,,Mary Ruppert,Director of International Regulatory and Compliance,Zero Hash,mary.ruppert@zerohash.com,,Content
10812237,Inactive Investor,Jerry Abbitt,Vice President,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,jerry.abbitt@primerica.com,,Salesforce
10811581,Inactive Investor,Sandi Bausman,,State Farm VP Management Corp. Woodbridge VA 2897 PS Business Center Dr,sandi.bausman.h2eb@statefarm.com,,Salesforce
11150178,Inactive Investor,Margaret Illner,Financial Advisor,Edward Jones Duncan SC 707 E Main St,susan.illner@edwardjones.com,,Salesforce
241047,,Matt Wahl,Executive Assistant,[Unknown],matt@bitria.io,,Event
10846298,Inactive Investor,Luis Mendiola,Associate Manager;Associate Vice President,"Ameriprise Financial Services, LLC Southlake TX 950 E State Hwy 114",vmendiola@ampf.com,,Salesforce
10969720,Inactive Investor,Jennifer Bower,,LPL Financial LLC Independence OH 4401 Rockside Rd,jennifer.bower@lpl.com,,Salesforce
9577276,,Kenneth Jacobs,,,kjacobs4242@comcast.net,,List import
10936918,Inactive Investor,Stephen Paluga,Chief Compliance Officer;Chief Executive Officer,Watch Guard Capital LLC,stephen.paluga@watchguardcapital.com,,Salesforce
10982230,Inactive Investor,Thomas Burnett,,J.P. Morgan Securities LLC Meridian ID 1500 W Chinden Blvd,thomas.burnett@jpmorgan.com,,Salesforce
10937448,Inactive Investor,Li-Fang Chou,,"Transamerica Financial Advisors, Inc San Jose CA 2107 N 1st St",lifang.chou@tfaconnect.com,,Salesforce
10963647,Inactive Investor,Matthew Richardson,,"HighTower Securities, LLC Folsom CA 101 Parkshore Dr",mrichardson@hightoweradvisors.com,,Salesforce
10857706,Inactive Investor,Timothy Fulton,Investment Advisor Representative,LPL Financial LLC Yarmouth ME 50 Forest Falls Dr,timothy.fulton@lpl.com,,Salesforce
10645679,,Michael Evans,,,mevans@primerica.com,,List Import
10930154,Inactive Investor,Steven Gray,,"Bankers Life Securities, Inc. Phoenix AZ 11811 N Tatum Blvd",,,Salesforce
224043,,yunkyung lee,,Mirae Asset Financial Group,yunkyung.lee.a@miraeasset.com,,Organic Search
10814278,Inactive Investor,Drew Ahrens,Chief Compliance Officer,Capstone Financial Advisors Inc,drew.ahrens@capstone-advisors.com,,Salesforce
10932702,Inactive Investor,Justin Bates,,LPL Financial LLC Amarillo TX 7010 SW 45th Ave,justin.bates@lpl.com,,Salesforce
10946605,Inactive Investor,Matias Cleland,,Thornburg Securities Corporation,mcleland@thornburg.com,,Salesforce
11238620,Inactive Investor,Geoffrey Ritchie,,Mawer Investment Management Ltd.,gritchie@mawer.com,,Salesforce
219360,,Milind Singh,,[Unknown],vivans0512@gmail.com,,source
11098597,Inactive Investor,Lulumar Dimaculangan,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,ldimaculangan@primerica.com,,Salesforce
6648269,,Tyy Yt,,,vdvcffc5@skin.com,,Web Form Fillout
10646847,,Thomas Worth,,,lloyd.worth@lpl.com,,List Import
11027492,Inactive Investor,Yenifer De La Cruz Espinal,,J.P. Morgan Securities LLC New York NY 623 Broadway,yenifer.de-la-cruz-espinal@jpmorgan.com,,Salesforce
345362,,Joseph Boudin,,United States,josephboudin@icloud.com,,
10713590,,Adriana Carolina López Salazar,,,adrianacls2663@gmil.com,,Web Form Fillout
10876340,Inactive Investor,Savoy Drummond,Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,savoy.drummond@jpmorgan.com,,Salesforce
9618569,,Ian Mellin,,,imellin@valueact.com,,List import
10401245,,Adam Waldenberg,,,adam@unigrid.org,,Web Form Fillout
10951437,Inactive Investor,Aileen Apostol,,PFS Investments Inc. Sacramento CA 2856 Arden Way,aileen.guevarra@primerica.com,,Salesforce
10797768,Inactive Investor,Richard Henningsen,Account Vice President;Senior Wealth Strategy Associate,UBS Financial Services Inc. Anchorage AK 3000 A St,richard.henningsen@ubs.com,,Salesforce
9570099,,John Uelk,,,uelkd27@aol.com,,List import
9605715,,Frank Cassidy,,,frank.cassidy@wtas.com,,List import
10923361,Inactive Investor,Douglas Booth,Financial Advisor,Thrivent Investment Management Inc. Columbus OH 250 W Old Wilson Bridge Rd,douglas.booth@thrivent.com,,Salesforce
11187938,Inactive Investor,Andrew Smith,,State Farm VP Management Corp. Atlanta GA 237 Perimeter Center Pkwy NE,,,Salesforce
11016286,Inactive Investor,Brian Wells,Financial Advisor,"Ameriprise Financial Services, LLC Oklahoma City OK 6701 Broadway Ext",brian.wells@ampf.com,,Salesforce
11119098,Inactive Investor,Andrew Watkins,Financial Advisor,LPL Financial LLC Sequim WA 330 S Sequim Ave,andy.watkins@lpl.com,,Salesforce
10974483,Inactive Investor,Kathleen Mizusawa,,PFS Investments Inc. Honolulu HI 2153 N King St,kathleen.mizusawa@primerica.com,,Salesforce
11146011,Inactive Investor,Robert Larson,,Country Capital Management Company Grand Marais MN 101 W Hwy 61,robert.larson@countryfinancial.com,,Salesforce
11053199,Inactive Investor,William Urquhart,President,"Longhorn Investments, Inc. Boynton Beach FL 1245 NW 13th Ave",,,Salesforce
11185871,Inactive Investor,Jennifer Aimone-Seiler,Financial Advisor,"RMR Wealth Builders, Inc.",,,Salesforce
9565687,,Kristie Curtiss,,,kristie.curtiss@53.com,,List import
10847568,Inactive Investor,Louisa Bidwell,,Key Investment Services LLC,louisa.bidwell@key.com,,Salesforce
10946669,Inactive Investor,Jason Rainier,,"Osaic FA, Inc. Baton Rouge LA 115 E Greens Dr",jason.rainier@lfg.com,,Salesforce
11025588,Inactive Investor,Semeret Adhanom,,J.P. Morgan Securities LLC Indianapolis IN 3501 Lafayette Rd,semeret.adhanom@jpmorgan.com,,Salesforce
10763413,Inactive Investor,Thomas Rossi,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11040525,Inactive Investor,Charles Locicero,,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",charles.locicero@citizenssecurities.com,,Salesforce
10752842,Inactive Investor,Patrick Hudson,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Grand Rapids MI 5122 Cascade Rd SE,patrick.hudson@morganstanley.com,,Salesforce
10615233,,Shawn Rubin,"Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor",,shawn.a.rubin@morganstanley.com,,List Import
10928765,Inactive Investor,Ronald Johnson,,"Osaic Wealth, Inc. Englewood CO 88 Inverness Cir E",,,Salesforce
11254974,Inactive Investor,Brian Fyock,Director - Wealth Services;Wealth Advisor,"Evermay Wealth Management, LLC",bfyock@evermaywealth.com,,Salesforce
11027618,Inactive Investor,John-Michael Peters,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",jm_peters@ml.com,,Salesforce
10961743,Inactive Investor,Clayton Murtha,,"Raymond James & Associates, Inc. Reston VA 1875 Explorer St",clayton.murtha@raymondjames.com,,Salesforce
10755179,Inactive Investor,Boaz Chan,Director - Client Relations;Vice President,Rockefeller Financial LLC Los Gatos CA 750 University Ave,bchan@rockco.com,,Salesforce
10816426,Inactive Investor,Jennifer Jennings,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",jennifer.a.jennings@ml.com,,Salesforce
10426260,,Sanjay Patel,,,docjay7@yahoo.com,,Web Form Fillout
11005892,Inactive Investor,Gachmy Louissaint,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,gachmylouissaint@primerica.com,,Salesforce
10797097,Inactive Investor,William Ryan,Wealth Advisor,William Blair,,,Salesforce
10788069,Inactive Investor,Ani Inyang,Relationship Manager,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",ainyang@tiaa-cref.org,,Salesforce
10785616,Inactive Investor,Kathryn Hill,Financial Advisor,"Navy Federal Investment Services, LLC Pensacola FL 9070 W Hwy 98",kathryn_hill@navyfederal.org,,Salesforce
10778334,Inactive Investor,Brad Welch,Associate Vice President;Financial Advisor,Morgan Stanley Kansas City MO 4520 Main St,brad.b.welch@morganstanley.com,,Salesforce
9640909,,Summer Luna,,,moonbabe8@gmail.com,,List import
9606005,,margaret wilbert,,,wilbertbb@aol.com,,List import
11106232,Inactive Investor,Michael Kreuziger,Private Wealth Advisor,"Ameriprise Financial Services, LLC Fond Du Lac WI 490 W Rolling Meadows Dr",michael.l.kreuziger@ampf.com,,Salesforce
11096852,Inactive Investor,Mark Kindler,Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated,mkindler@rwbaird.com,,Salesforce
9583905,,Lourival da Silva Fernandes,,,lourival.fernandes@outlook.com,,List import
10487330,,Mark Stevanovic,Branch Manager,Robert W. Baird & Co. Incorporated,mstevanovic@rwbaird.com,,List Import
9598579,,Alyssa Sherman,,,asherman@brfinc.com,,List import
9619664,,Dan Simerman,,,dan.simerman@iota.org,,List import
11143933,Inactive Investor,Hermann Hertell,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Guaynabo 15 Calle 2",hermann.hertell@ml.com,,Salesforce
4160531,,Patrick McLaughlin,,,patrick@positivesum.ca,,Web Form Fillout
9617333,,Christopher Crawford,,,ccrawford@crawfordfunds.com,,List import
10787900,Inactive Investor,John Mahoney,Financial Advisor,Morgan Stanley Tampa FL 100 N Tampa St,john.t.mahoney@morganstanley.com,,Salesforce
10884760,Inactive Investor,Michael Salata,,J.P. Morgan Securities LLC Wadsworth OH 750 High St,michael.j.salata@jpmorgan.com,,Salesforce
11210533,Inactive Investor,Douglas Rosen,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9544033,,Ardem Bedig,,,ardembedig@hotmail.com,,List import
11106638,Inactive Investor,Raymond Asmar,Senior Vice President,A.G.P / Alliance Global Partners Boca Raton FL 2700 N Military Trl,rasmar@allianceg.com,,Salesforce
10780930,Inactive Investor,Curtis Long,Financial Advisor,Edward Jones Paola KS 6 S Silver St,curtis.long@edwardjones.com,,Salesforce
10886399,Inactive Investor,Thomas Finney,Client Service Associate,Morgan Stanley Baltimore MD 1201 Wills St,thomas.finney@morganstanley.com,,Salesforce
349106,,Joseph Machado,"Member Of Mpe Mgt. Co, Llc",Mpe Partners,jmachado@morgenthaler.com,216-416-7500,Manual List Upload
10924951,Inactive Investor,David Belkin,,"Western International Securities, Inc. Los Angeles CA 12400 Wilshire Blvd",,,Salesforce
11009402,Inactive Investor,George Owusu,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",george.owusu@nm.com,,Salesforce
9611080,,Justin Callaham,,,justin.callaham@assuredpartners.com,,List import
10899825,Inactive Investor,Minnie Reid,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",minnie.reid@schwab.com,,Salesforce
11164376,Inactive Investor,Kathleen Kowlessar,,Morgan Stanley Melville NY 58 S Service Rd,kathleen.kowlessar@morganstanley.com,,Salesforce
11072391,Inactive Investor,Jeffrey Allbright,,NYLIFE Securities LLC Odessa TX 2817 John Ben Shepperd Pkwy,jallbright@ft.newyorklife.com,,Salesforce
10855409,Inactive Investor,Jesse Anderson,Chief Compliance Officer;Chief Executive Officer;Co-Owner;Shareholder,Snider Advisors Irving TX 222 Las Colinas Blvd W,,,Salesforce
11165719,Inactive Investor,Joseph Brush,Financial Advisor,"Equitable Advisors, LLC Melville NY 395 N Service Rd",joseph.brush@equitable.com,,Salesforce
11201501,Inactive Investor,David Leithren,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,lp117@primerica.com,,Salesforce
374411,,Jeffrey Phillips,Chief Investment Officer,Rehmann Financial,jeffrey.phillips@rehmann.com,517-316-2400,Manual List Upload
10613117,,Alan Friedman,"Financial Advisor, Vice President",,afriedman@ml.com,,List Import
10856871,Inactive Investor,Ian Malhoit,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 5954 Renaissance Pl",ian.p.malhoit@ampf.com,,Salesforce
10950136,Inactive Investor,Theresa Zimmerman,,"Centaurus Financial, Inc. Hayden ID 162 E Hayden Ave",,,Salesforce
10846155,Inactive Investor,Robert Barnett,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 8300 Norman Center Dr",robert_barnett@ml.com,,Salesforce
11260008,Inactive Investor,Kalena Teufel,Analyst,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,,,Salesforce
9643722,,Mao Shixing,,,fish.bit@cobo.com,,List import
10964563,Inactive Investor,Jose Garcia Guzman,,"Wells Fargo Clearing Services, LLC Cleburne TX 1640 W Henderson St",,,Salesforce
370631,,Elizabeth Eli,,United States,egilli305@gmail.com,,Salesforce
11203320,Inactive Investor,Kittye Tilford,Wealth Advisor,"The Colony Group, LLC Denver CO 2000 S Colorado Blvd",ktilford@thecolonygroup.com,,Salesforce
11089027,Inactive Investor,John Fort,,&Partners,jfort@wileybros.com,,Salesforce
11173726,Inactive Investor,Lance Rounds,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Bellevue WA 500 108th Ave NE,lance.rounds@opco.com,,Salesforce
11011547,Inactive Investor,Calbon Gayle,,J.P. Morgan Securities LLC Pompano Beach FL 8264 Wiles Rd,calbon.gayle@chase.com,,Salesforce
10891240,Inactive Investor,William Coker,,State Farm VP Management Corp. Leesville LA 107 W Mechanic St,trey.coker.npcp@statefarm.com,,Salesforce
9569418,,Varun Gosain,,,vgosain@constellationcapital.com,,List import
11096657,Inactive Investor,Micah Henson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,micah.henson@fidelity.com,,Salesforce
9590064,,Karyn Ku,,,karynku88@yahoo.com,,List import
11161183,Inactive Investor,George Douthit,Financial Representative,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",george.j.douthit@nm.com,,Salesforce
9466691,,Peng CoinJar UK Limited,,CoinJar,peng@coinjar.com,,List Import
11198735,Inactive Investor,Emma Beavers,Financial Advisor,"Raymond James & Associates, Inc. Fort Worth TX 3230 Camp Bowie Blvd",emma.beavers@raymondjames.com,,Salesforce
10510625,,Ricardo Percy,Senior Account Executive,Lukka,r.percy@lukka.global,,List Import
1002567,Inactive Investor,Claire Keefe,Portfolio Manager,Fiduciary Trust Company,ckeefe@fiduciary-trust.com,(617) 482-5270,
9541067,,Jonathan Cook,,,jtoddcook@hotmail.com,,List import
11078245,Inactive Investor,Thomas Eckert,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",thomas.eckert@nm.com,,Salesforce
10937605,Inactive Investor,Monica Flores,,"Avantax Investment Services, Inc. Alvin TX Private Residence",,,Salesforce
11041394,Inactive Investor,Luke Mattson,,"Raymond James & Associates, Inc.",luke.mattson@raymondjames.com,,Salesforce
11117889,Inactive Investor,Joanne Steenson,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",joanne.e.steenson@ustrust.com,,Salesforce
10982584,Inactive Investor,Tyler Nelson,,"Raymond James & Associates, Inc. Ponte Vedra Beach FL 814 A1A N",tyler.nelson@raymondjames.com,,Salesforce
10890902,Inactive Investor,Mark Mactaggart,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,mark.mactaggart.l8c6@statefarm.com,,Salesforce
9540545,,Jack Barker,,,jack.barker@charityfundraisers.com.au,,List Import
240721,,Susan Swinehart,Advisor,SagePoint,susan5570@hotmail.com,,Event
11087286,Inactive Investor,Andrea Tarbet,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",andrea.tarbet@nm.com,,Salesforce
10805914,Inactive Investor,Dyron Trotman,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntersville NC 8015 W Kenton Cir",ron.trotman@ml.com,,Salesforce
11189944,Inactive Investor,Gerald Garcia,,State Farm VP Management Corp. San Leandro CA 15200 Hesperian Blvd,,,Salesforce
11160092,Inactive Investor,Virginia Saslow,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Greensboro NC 800 Green Valley Rd,virginia.saslow@opco.com,,Salesforce
10603661,,Nicholas Bienstock,"Chief Executive Officer, Co-Chairman, Managing Partner",Savanna Investment Management LLC,nbienstock@savannafund.com,,List Import
10944341,Inactive Investor,Andrea Bevanda,,LPL Financial LLC Burnsville MN 350 W Burnsville Pkwy,andrea.bevanda@lpl.com,,Salesforce
11132367,Inactive Investor,Fate Spurlock,,"Ameritas Investment Company, LLC Topeka KS 5883 SW 29th St",fate.spurlock@ameritas.com,,Salesforce
9596052,,Taryn Dawson,,,tdawson@ballentinepartners.com,,List import
9543346,,Liz Yin,,,liz.yin@atl.frb.org,,List import
9641776,,Onyebuchi Okenwa,,,okenwaonyebuchi103@icloud.com,,List import
11031026,Inactive Investor,Scott Shook,,"Truist Investment Services, Inc. Greenville NC 514 Greenville Blvd SE",scott.shook@truist.com,,Salesforce
230108,,Ryan -,,W3 Wealth Management,ryan@w3wealth.com,,
9605922,,Keith Andrew,,,keith.r.andrew@btinternet.com,,List import
10845348,Inactive Investor,Candy Hawkins,Partner,Astra Wealth Management Group,candyhawkins@astrawmg.com,,Salesforce
9628725,,Siv Mak,,,sivtar33@gmail.com,,List import
10777625,Inactive Investor,Christina Hsieh,Client Service Associate;Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,christina.hsieh@morganstanley.com,,Salesforce
11260146,Inactive Investor,Elizabeth Sullivan,,Goldman Sachs & Co.,,,Salesforce
11145125,Inactive Investor,Brannan Vaughan,Director;Director - Corporate Client Group;Managing Director;Senior Investment Management Consultant;Wealth Advisor,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,brannan.vaughan@morganstanley.com,,Salesforce
10886538,Inactive Investor,Jymes Blanc,,Fidelity Brokerage Services LLC,,,Salesforce
10585572,,Mari Machi,,,mari@machi1nc.com,,Web Form Fillout
10804775,Inactive Investor,Jared Wilson,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
11083961,Inactive Investor,Gregory Riley,,Key Investment Services LLC Syracuse NY 201 S Warren St,gregory_j_riley@keybank.com,,Salesforce
10916998,Inactive Investor,Joseph Prokop,Financial Advisor,Edward Jones Birmingham AL 2279 Valleydale Rd,joe.prokop@edwardjones.com,,Salesforce
44005,,John Gustafson,"Chief Compliance Officer, Managing Member, President","Palmetto Wealth Management, LLC",john@palmettowm.com,,
11093303,Inactive Investor,Joanna Thompson,,PFS Investments Inc. Orland Park IL 15020 S Ravinia Ave,joanna.reid@primerica.com,,Salesforce
11198036,Inactive Investor,Jocelyn Weston,,"American Fidelity Securities, Inc.",jocelyn.weston@americanfidelity.com,,Salesforce
11146574,Inactive Investor,Justin Sussman,Chief Operating Officer;Member;Partner;Regulatory Contact,Proficio Capital Partners LLC,jsussman@proficiocap.com,,Salesforce
240212,,Phillip Pedrena,,Snowden Lane Partners,ppedrena@snowdenlane.com,,Database Upload
10898636,Inactive Investor,Joshua Mathison,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Onalaska WI 2737 National Dr",josh.mathison@nm.com,,Salesforce
11021650,Inactive Investor,Talia Macbeth,,J.P. Morgan Securities LLC Portola Valley CA 3130 Alpine Rd,talia.macbeth@jpmorgan.com,,Salesforce
10759408,Inactive Investor,Jorge Ferreira,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",jorge.ferreira@schwab.com,,Salesforce
219476,,Ko Herijgers,,[Unknown],koherijgers@gmail.com,,
11187080,Inactive Investor,Thomas Turner,,"Avantax Investment Services, Inc. Dallas TX 9330 Lyndon B Johnson Fwy",,,Salesforce
235936,, -,,[[Unknown]],scotthevle@gmail.com,,Organic Search
346902,,David Ballard,"Director, Corporate Strategy",Rubenstein Partners,dballard@rubensteinpartners.com,215-563-3558,Manual List Upload
10995894,Inactive Investor,Jerad Ford,,"Wells Fargo Clearing Services, LLC",,,Salesforce
374641,,Elizabeth Garcia,,Elizabeth Garcia,,4193401677,Salesforce
9630058,,Vilppu Messo,,,vilppu.messo@gmail.com,,List import
9644610,,Raphael Therme,,,rtherme@gmail.com,,List import
143542,,Scott Rewey,Managing Director,"Oxford Financial Group, Ltd",srewey@ofgltd.com,317-843-5678,Manual List Upload
11232123,Inactive Investor,Greg Vanzandbergen,,"Wells Fargo Clearing Services, LLC Exton PA 100 W Lincoln Hwy",,,Salesforce
11155132,Inactive Investor,Radhe Melwani,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
2673391,,9761246384 3355,,,firozkhan9675607952@gmail.com,,
11068081,Inactive Investor,Mark Dellisant,Investment Manager,"Ameriprise Financial Services, LLC Hauppauge NY 1174 Veterans Hwy",mark.w.dellisant@ampf.com,,Salesforce
11064478,Inactive Investor,Frank Vaeth,,LPL Financial LLC Thiensville WI Private Residence,frank.vaeth@lplfinancial.com,,Salesforce
10940074,Inactive Investor,Ian Evans,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10897995,Inactive Investor,Nicholas Stern,,Commonwealth Financial Network Amherst MA 433 West St,,,Salesforce
10891079,Inactive Investor,Keith Meyer,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,keith.meyer@fidelity.com,,Salesforce
11017425,Inactive Investor,Ryan Poole,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",ryan.poole@nm.com,,Salesforce
11211536,Inactive Investor,Robert Moriggia,,J.P. Morgan Securities LLC Shrewsbury NJ 1150 Broad St,robert.moriggia@jpmorgan.com,,Salesforce
10929272,Inactive Investor,Todd Frederick,,Cetera Advisors LLC East Freedom PA 259 Shoenfelt St,todd.frederick@ceteraadvisors.com,,Salesforce
371378,,Vanessa Ngai,n/a,Grayscale,vanessa@grayscale.com,,dedicated
82743,,Daniel Dolin,,PNC Investments,daniel.dolin@pnc.com,888-462-8289,
10888309,Inactive Investor,Preston Breunig,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",preston.breunig@schwab.com,,Salesforce
10616965,,Denise Bondiman,,,denise.gervasio@jpmorgan.com,,List Import
346502,,Mark Wehrle,Managing Member,"Davis & Wehrle, Llc",mark@daviswehrlellc.com,512-346-1131,Manual List Upload
11051919,Inactive Investor,Douglas Amstutz,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",douglas_h_amstutz@ml.com,,Salesforce
1001921,Inactive Investor,James Aldrich,Managing Director,Beringer Group,jaldrich@theberingergroup.com, +1 610 608 0700,
371796,,marshall baker,,[Unknown],marshallb@me.com,,Salesforce
10775988,Inactive Investor,Michael Gottehrer,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",michael.gottehrer@schwab.com,,Salesforce
10825152,Inactive Investor,Adam Estes,Director;Family Wealth Advisor;Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,aestes@rwbaird.com,,Salesforce
10505801,,Montgomery Hamabe,Analyst,Goldman Sachs,monty.hamabe@ny.email.gs.com,562-646-8082,List import
9618871,,Richard Spencer,,,rspencer@westcliff-llc.com,,List import
9648132,,Dan Omid,,,danielomid@gmail.com,,List import
11044110,Inactive Investor,John Nash,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 851 Winscott Rd",john.d.nash2@wellsfargo.com,,Salesforce
11128259,Inactive Investor,Blake Morris,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",blake.morris@ml.com,,Salesforce
11050049,Inactive Investor,Nolan Baker,Chief Compliance Officer;Managing Member,The Retirement Guys Formula,,,Salesforce
372584,,fawwaz ath thoriq,,Indonesia,mahalimf@gmail.com,,Salesforce
10842272,Inactive Investor,Henry Hessel,Financial Advisor,"Raymond James & Associates, Inc. Waukesha WI 20800 Swenson Dr",henry.hessel@raymondjames.com,,Salesforce
10962261,Inactive Investor,Peter Lenza,,Fidelity Brokerage Services LLC,,,Salesforce
10880243,Inactive Investor,Adam Cafarella,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,adam.cafarella@fidelity.com,,Salesforce
10838490,Inactive Investor,Kenneth Latourette,,State Farm VP Management Corp. Tustin CA 161 Fashion Ln,ken.latourette.c5dp@statefarm.com,,Salesforce
11023061,Inactive Investor,Richard Karp,Investment Advisor Representative,"Osaic FA, Inc. Wilton Manors FL Private Residence",richard.karp@lfg.com,,Salesforce
9598302,,Richard Mandel,,,rmandel@jsmco.com,,List import
246210,,Not Provided,Associate,Hamilton Place Strategies,nbeckman@hamiltonps.com,,Manual List Upload
10984491,Inactive Investor,Kate Sessions,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11221402,,Thomas West,,,twest@seia.com,,List import
11076914,Inactive Investor,Oneil James,,Craft Capital Management LLC,,,Salesforce
10922604,Inactive Investor,Travis Wiedower,Chief Compliance Officer;Managing Director,Wiedower Capital,,,Salesforce
11097987,Inactive Investor,Sara Thorson,Financial Advisor,Morgan Stanley Greenwich CT 1 Fawcett Pl,sara.thorson@morganstanley.com,,Salesforce
10769298,Inactive Investor,Kimberly Sylvia,,"Benjamin F. Edwards & Company, Inc. Gulfport MS 401 Cowan Rd",kimberly.sylvia@benjaminfedwards.com,,Salesforce
10848143,Inactive Investor,Kellie Masters,Chief Compliance Officer;Director,"Wealth Advisors of Iowa, LLC",kmasters@waiowa.com,,Salesforce
11009318,Inactive Investor,John Hayes,,"Farmers Financial Solutions, LLC Tacoma WA 6720 Regents Blvd",jhayes1@farmersagent.com,,Salesforce
10906020,Inactive Investor,Donald Skadow,,"Osaic Wealth, Inc. Sycamore IL 204 S Main St",,,Salesforce
122188,,Claude Campbell,,Lincoln Financial Securities Corporation,claude.campbell@lfg.com,800-258-3648,
10787853,Inactive Investor,Cathy Grimes,Associate Financial Advisor,"Ameriprise Financial Services, LLC McKinney TX 203 W Davis St",cathy.l.grimes@ampf.com,,Salesforce
10879355,Inactive Investor,Jonathon Witte,Workplace Solutions Group Team Lead,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
11088477,Inactive Investor,Reid Limegrover,Financial Advisor,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",reid.limegrover@equitable.com,,Salesforce
11154754,Inactive Investor,Michael Hass,,"Osaic Wealth, Inc. Troy MI 101 W Big Beaver Rd",,,Salesforce
5213062,,kim fi,,,vakeyi2358@probdd.com,,Web Form Fillout
10975446,Inactive Investor,Silvia Silver,Relationship Manager,TD Private Client Wealth LLC Ramsey NJ 535 E Crescent Ave,silvia.silver@td.com,,Salesforce
10816575,Inactive Investor,Eugene Pak,Managing Principal,"Wells Fargo Advisors Financial Network, LLC New Brunswick NJ 317 George St",eugene.pak@wfafinet.com,,Salesforce
11113006,Inactive Investor,Stanton Brown,Relationship Manager,"First Horizon Advisors, Inc. Nashville TN 511 Union St",stanton.brown@firsthorizon.com,,Salesforce
10886002,Inactive Investor,Maricela Reyes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,maricela.reyes@fidelity.com,,Salesforce
10808702,Inactive Investor,Michael Takvorian,First Vice President;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",michael_j_takvorian@ml.com,,Salesforce
11015577,Inactive Investor,Brad Carpenter,,State Farm VP Management Corp. Massillon OH 7287 Portage St NW,,,Salesforce
11255385,Inactive Investor,Tyler Rea,Senior Advisor,Brookstone Capital Management LLC Flower Mound TX 600 Parker Sq,,,Salesforce
351028,,Dean Wikenheiser,Director,"Stone Arch Capital, Llc",dwikenheiser@stonearchcapital.com,612-317-2980,Manual List Upload
10806450,Inactive Investor,James Stewart,Financial Advisor,Edward Jones Urbana IL 2704 Boulder Dr,jimmy.stewart@edwardjones.com,,Salesforce
11141596,Inactive Investor,Donald Dempsey,Chief Compliance Officer;Financial Advisor;Owner;President,"Dempsey Investment Management, LLC",,,Salesforce
10900909,Inactive Investor,Deborah Gonzales,Client Service Associate,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
9611416,,George Tamer,,,gtamer@advisorengine.com,,List import
10899462,Inactive Investor,Helmut Garcia,,"CUSO Financial Services, L.P. Pasadena CA 123 S Marengo Ave",,,Salesforce
11059228,Inactive Investor,Juan Muniz,,"Bankers Life Securities, Inc. Milford CT 185 Plains Rd",juan.muniz@bankerslife.com,,Salesforce
11007397,Inactive Investor,Corey Jennings,,"Frost Brokerage Services, Inc.",corey.jennings@frostbank.com,,Salesforce
172366,,Jay Miller,,[Unknown],jaywmiller22@gmail.com,,Organic Search
9576986,,Weidong Li,,,w.li@transamerica.com,,List import
10909101,Inactive Investor,Steven Robinson,Financial Advisor,"Ameriprise Financial Services, LLC Wichita Falls TX 2629 Plaza Pkwy",,,Salesforce
343912,,Verdun Perry,Senior Managing Director,Strategic Partners Fund Solutions Advisors L.p.,verdun.perry@blackstone.com,212-583-5000,Manual List Upload
10826986,Inactive Investor,David Wint,,"Osaic Wealth, Inc. Georgetown OH Private Residence",,,Salesforce
10988407,Inactive Investor,Zachary Burke,,LPL Financial LLC Chicago IL 320 S Canal St,zachary.burke@lpl.com,,Salesforce
370891,,Cory Tatum,,United States,coryltatum@gmail.com,,Salesforce
11138808,Inactive Investor,Vidhya Ramani,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",vidhya.ramani@ml.com,,Salesforce
11141741,Inactive Investor,Conner Phillips,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,conner.phillips@fidelity.com,,Salesforce
10606213,,Shane Morrison,Supervisory Manager,J.P. Morgan Securities LLC,shane.morrison@jpmorgan.com,516-739-8990,List Import
374650,,Lak Khan,Chief Investment Officer,"ELEQUIN CAPITAL, LP",,929.226.2115,Salesforce
352342,,John Champagne,Senior Analyst,"Infinity Capital Advisors, Llc",jchampagne@infinityfunds.com,404-458-4448,Manual List Upload
207226,,Sidney Weingarten,,[[Unknown]],sidneyweingarten@msn.com,,Database Upload
9593278,,John Southworth,,,jacksouthworth@gmail.com,,List import
11023279,Inactive Investor,Ryan Vernon,Financial Consultant,"Charles Schwab & Co., Inc. Lancaster PA 2094 Grand St",,,Salesforce
11045252,Inactive Investor,Jefferson Jones,Investment Manager,"Flagship Harbor Advisors, LLC Falmouth MA 350 Gifford St",stacy.jones@flagshipharbor.com,,Salesforce
10854655,Inactive Investor,Joyce Irmer,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,joyce.wong@fidelity.com,,Salesforce
10838498,Inactive Investor,Jonathan Pinckney,Senior Wealth Advisor,Citigroup Global Markets Inc. Lake Forest CA 23562 El Toro Rd,,,Salesforce
10765649,Inactive Investor,Michael Theres,,"First Command Brokerage Services, Inc.",mjtheres@firstcommand.com,,Salesforce
11068470,Inactive Investor,Taylor Bonniwell,,"MML Investors Services, LLC Atlanta GA 7000 Peachtree Dunwoody Rd",,,Salesforce
11068830,Inactive Investor,Spencer Smith,Financial Advisor,Edward Jones Baton Rouge LA 2380 Oneal Ln,spencer.smith@edwardjones.com,,Salesforce
11086744,Inactive Investor,Mohammed Hamid,,J.P. Morgan Securities LLC Ventura CA 2075 S Victoria Ave,mohammed.a.hamid@jpmorgan.com,,Salesforce
10778837,Inactive Investor,Nina Kirchhoefer,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",nina_kirchhoefer@ml.com,,Salesforce
11051968,Inactive Investor,Joseph Fleischman,,"Vanderbilt Securities, LLC",jfleischman@vanderbiltsecurities.com,,Salesforce
10889048,Inactive Investor,Mychael Nguyen,,NYLIFE Securities LLC Houston TX 3200 Southwest Fwy,manguyen@ft.newyorklife.com,,Salesforce
11232087,Inactive Investor,Thompson Phillips,,Thurston Springer Financial,,,Salesforce
10647232,,Matthew Butler,,,matthew.p.butler@jpmorgan.com,,List Import
10845263,Inactive Investor,Timothy McGuire,Owner,McGuire Financial Solutions,tim@mcguirefinancialsolutions.com,724-837-0158,Salesforce
9630476,,Ryan Allis,,,ryanallis@hive.org,,List import
11089965,Inactive Investor,Yoel Kaplowitz,Co-Founder;Financial Advisor;Member;Regulatory Contact,Able Wealth Management LLC,joel@ablewealth.co,,Salesforce
336373,,Michael Camp,Managing Member CCO,"Northwest Criterion Asset Management, L.l.c.",mcamp@nwcriterion.com,609-924-4488,Manual List Upload
11210225,Inactive Investor,Casey Klaus,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",casey.klaus@ml.com,,Salesforce
10992178,Inactive Investor,Matthew Romeo,Senior Associate,Neuberger Berman BD LLC,matthew.romeo@nb.com,,Salesforce
9582360,,Peter Ziemba,,,pziemba@wisdomtree.com,,List import
10868509,Inactive Investor,Ayelet Kindler,,"Valley Financial Management, Inc. Paramus NJ 80 E Ridgewood Ave",ayelet.kindler@leumiusa.com,,Salesforce
10768562,Inactive Investor,Daniel Gaumer,,"Next Financial Group, Inc. Lawrence KS Private Residence",,,Salesforce
9580301,,Noreen Walsh,,,nmd@aequitas-inv.com,,List import
10910250,Inactive Investor,Shilpa Maisuria,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10917123,Inactive Investor,Nicholas Wychocki,,"Osaic Institutions, Inc. Fort Myers FL 8695 College Pkwy",nwychocki@infinexgroup.com,,Salesforce
10824346,Inactive Investor,Marcus Hernandez,,"Kestra Investment Services, LLC Warren OH Private Residence",,,Salesforce
10978613,Inactive Investor,Tasha Cunningham,,Edward Jones Mesquite TX 18601 Lyndon B Johnson Fwy,,,Salesforce
10833378,Inactive Investor,Robert Zahn,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Quincy IL 3825 Maine St",,,Salesforce
10969686,Inactive Investor,Matthew Jory,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,matt.jory@fmr.com,,Salesforce
10797236,Inactive Investor,Daniel Rohlfing,Manager;Member;Principal;Senior Financial Advisor,Lantz Financial LLC,clientservice@lantzteam.com,,Salesforce
332627,,James Leonard Schroeder,,TBD,jameslenschroeder@gmail.com,5736942800,
11232288,Inactive Investor,Marvella Cubit,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,,,Salesforce
11027342,Inactive Investor,Thomas Tansey,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 500 Campus Dr",,,Salesforce
10851111,Inactive Investor,Calvin Christensen,Financial Advisor,Edward Jones Silverdale WA 3100 NW Bucklin Hill Rd,calvin.christensen@edwardjones.com,,Salesforce
10829428,Inactive Investor,Michael Ludwig,Branch Manager;Executive Director,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,michael.ludwig@ubs.com,,Salesforce
10896691,Inactive Investor,Pamela Rehart,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner;Partner,Integrity Capital Management,pam.rehart@integrity-capital-mgmt.com,,Salesforce
10765133,Inactive Investor,Scott Mazur,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach Gardens FL 3507 Kyoto Gardens Dr",scott_mazur@ml.com,,Salesforce
10964143,Inactive Investor,Lance Flamino,Financial Advisor,Edward Jones Peterborough NH 91 Hancock Rd,lance.flamino@edwardjones.com,,Salesforce
9565245,,Francisco Pires,,,flpires@gmail.com,,List import
11127686,Inactive Investor,Martin Baird,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,martin.baird@fmr.com,,Salesforce
10657018,,Doreen Linderman,,,dlinderman@pmanetwork.com,,List Import
10773136,Inactive Investor,Michael Ladd,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,michael.ladd@morganstanley.com,,Salesforce
11222120,,Thomas Putnam,,,tputnam@fenimoreasset.com,,List Import
10929530,Inactive Investor,Margaret Goddeau,,"Ameriprise Financial Services, LLC Braintree MA 100 Grandview Rd",margaret.goddeau@ampf.com,,Salesforce
11033171,Inactive Investor,William Kaiser,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10950954,Inactive Investor,Gregory Geis,,LPL Financial LLC Fresno CA 2440 W Shaw Ave,gregory.geis@lpl.com,,Salesforce
11064747,Inactive Investor,Charles Goldsmith,National Sales Director,PFS Investments Inc. Houston TX 5615 Nw Central Dr,charles.goldsmith@primerica.com,,Salesforce
11059865,Inactive Investor,Michael Spear,Vice President,"Charles Schwab & Co., Inc. Westfield IN Private Residence",michael.spear@schwab.com,,Salesforce
10489449,,Joni Campos,Business Manager,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jcampos@tiaa-cref.org,,List Import
9647387,,David DeVries,,,ddv1234@gmail.com,,List import
11056328,Inactive Investor,Joseph Masiello,Financial Advisor,LPL Financial LLC Stamford CT Private Residence,joseph.masiello@lpl.com,,Salesforce
11210856,Inactive Investor,Jason Byrd,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mill Valley CA 2 Belvedere Pl",,,Salesforce
11120212,Inactive Investor,William Van Keulen,Executive Vice President,"Transform Wealth, LLC",bill@carnick.com,,Salesforce
10982683,Inactive Investor,Gary Jolliff,,"Allstate Financial Services, LLC Laguna Beach CA 1475 Glenneyre St",garyjolliff@allstate.com,,Salesforce
11054481,Inactive Investor,Kenneth Foraste,,"M Holdings Securities, Inc. Needham Heights MA 160 Gould St",kenneth.foraste@mfin.com,,Salesforce
11030554,Inactive Investor,Bonnie Carter,,J.P. Morgan Securities LLC Choctaw OK 14483 NE 23rd,bonnie.carter@jpmorgan.com,,Salesforce
11161965,Inactive Investor,Rachell Lavasseur,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Orlando FL 7575 Dr Phillips Blvd",r.lavasseur@wfafinet.com,,Salesforce
9563398,,MALENA SADLER,,,malena.sadler@marsh.com,,List import
193437,,Michael Hassal,,[Unknown],drmyklz@gmail.com,,
11131755,Inactive Investor,Joseph Barr,,Cetera Financial Specialists LLC South Jordan UT 2517 W Windsor Manor Ct,joseph.barr@ceterafs.com,,Salesforce
10838708,Inactive Investor,Robert Faehnrich,,Cetera Advisor Networks LLC Prescott AZ Private Residence,,,Salesforce
10983790,Inactive Investor,David Wong,,LPL Financial LLC San Mateo CA 303 Vintage Park Dr,david.wong@lpl.com,,Salesforce
10868871,Inactive Investor,Elizabeth Stokes,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8300 Norman Center Dr",elizabeth.stokes@ampf.com,,Salesforce
10962290,Inactive Investor,Stephanie Soto,,J.P. Morgan Securities LLC Elgin IL 2500 Westfield Dr,stephanie.soto@jpmorgan.com,,Salesforce
10596396,,robert gage,,,robert.gage@ms.com,,Web Form Fillout
10894151,Inactive Investor,Richard Wolfe,Managing Member;Principal,"Saddle River Capital Management, LLC Mahwah NJ 150 Deerfield Ter",dick@saddlerivercapital.net,,Salesforce
11118587,Inactive Investor,Jeffrey Kemp,,"Bruce A. Lefavi Securities, Inc.",jkemp@lefavi.com,,Salesforce
11181588,Inactive Investor,Theresa Ritter,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
10759469,Inactive Investor,Mark Leonhard,First Vice President,"Raymond James & Associates, Inc. Bedminster NJ 350 Main St",mark.leonhard@raymondjames.com,,Salesforce
9618784,,Keane McCarthy,,,kmccarthy@bamfunds.com,,List import
10392989,,Pierre Naayem,,,subscribe1959@gmail.com,,Web Form Fillout
10870048,Inactive Investor,Tad Moses,,Fidelity Brokerage Services LLC Warrington PA 1520 Main St,tad.moses@fidelity.com,,Salesforce
11169838,Inactive Investor,Angela Conner,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Conroe TX 2900 W Davis St",angela_conner@ml.com,,Salesforce
240345,,Nicholas Devenport,,[Unknown],devenportdesigns@gmail.com,,Direct
10871694,Inactive Investor,Ellen Woods,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11163591,Inactive Investor,Kevin Karoleski,,PFS Investments Inc. Byrnedale PA 19658 Bennetts Valley Hwy,kevin.karoleski@primerica.com,,Salesforce
11176334,Inactive Investor,Stephen Babin,,Fidelity Brokerage Services LLC Broomfield CO 281 E Flatiron Crossing Dr,,,Salesforce
9604969,,nguyen dong ly,,,nguyendongli@gmail.com,,List import
10488382,,Gregory Schulz,"Chief Compliance Officer, General Counsel, Partner","Fifth Partners Advisors, LLC",gschulz@fifthpartners.com,,List Import
340326,,Kevin Masella,,"North Square Investments, Llc",kmasella@northsquareinvest.com,312-857-2160,Manual List Upload
10969780,Inactive Investor,Gerald Korey,Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,jerry.korey@corient.com,,Salesforce
11106570,Inactive Investor,Avery Venetta,Financial Advisor,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,avery.venetta@ubs.com,,Salesforce
11189519,Inactive Investor,Lara Dubiton,,"Shearson Financial Services, LLC Katy TX 1800 S Mason Rd",,,Salesforce
10867670,Inactive Investor,Adam Sillins,,Deutsche Bank Securities Inc.,,,Salesforce
10820379,Inactive Investor,Vladimir Sasic,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,vladimir_sasic@glic.com,,Salesforce
11217971,,Jackson Berman,,,jackson.berman@jpmorgan.com,,List Import
196773,,Dohoon Kim,,[Unknown],0428kdh12@gmail.com,,
11170013,Inactive Investor,William Costabile,,Stephens Atlanta GA 3344 Peachtree Rd NE,,,Salesforce
10885164,Inactive Investor,Alex Linderman,Investment Executive,"Fifth Third Securities, Inc. Louisville KY 3901 Dixie Hwy",alex.linderman@53.com,,Salesforce
11135997,Inactive Investor,Jason Downs,,"ValMark Securities, Inc. Terre Haute IN 2901 Ohio Blvd",,,Salesforce
10883775,Inactive Investor,Patrick Gaskin,,"Northern Trust Securities, Inc. Chicago IL 181 W Madison St",gaskin.patrick@ntrs.com,,Salesforce
9611188,,Austin Estwic,,,aceestwick@gmail.com,,List import
10785303,Inactive Investor,David Walsh,,"Hornor, Townsend & Kent, LLC Burlington MA 35 Corporate Dr",dwalsh@htk.com,,Salesforce
200571,,Richard Butler,,Fidelity Personal and Workplace Advisors,richard.butler@fmr.com,,
11060907,Inactive Investor,Daniel Iczkowski,,"Grove Point Investments, LLC",,,Salesforce
9617313,,Don Stults,,,ddstults@aol.com,,List import
10832970,Inactive Investor,Mark Kelly,Member;Principal,"Rockwood Wealth Management, LLC",mark.kelly@rockwoodwealth.com,,Salesforce
239018,,Armen Avoyan,,United States,avoyan@yahoo.com,,
11156101,Inactive Investor,Daryk Brayton,Financial Advisor,Edward Jones Oglesby IL 143 E Walnut St,daryk.brayton@edwardjones.com,,Salesforce
10814865,Inactive Investor,Eugene Duarte,Senior Resident Director - Wealth Management;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",eugene.duarte@ml.com,,Salesforce
11167792,Inactive Investor,Richard Tannert,,"Kingswood Capital Partners, LLC",,,Salesforce
11198687,Inactive Investor,Matthew Zito,,Edward Jones San Marcos TX 1290 Wonder World Dr,matthew.zito@edwardjones.com,,Salesforce
246400,,Not Provided,Legislative Director,WA State School Retirees' Association,diedrick.peter@gmail.com,,Manual List Upload
10784277,Inactive Investor,Kevin Boova,,Goldman Sachs & Co.,kevin.boova@gs.com,,Salesforce
10789526,Inactive Investor,Julie Frank,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,julie.a.frank@jpmorgan.com,,Salesforce
347679,,Johann Klaassen,"Shareholder, vice President","Horizons Sustainable Financial Services, Inc.",johann@horizonssfs.com,505-982-9661,Manual List Upload
10761786,Inactive Investor,Andrew Tiplick,Financial Planning Specialist;Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 8900 Keystone Xing",andrew.t.tiplick@ampf.com,,Salesforce
11173418,Inactive Investor,Shaun Dalton,Financial Advisor,"Principal Securities, Inc. Lake Oswego OR 5665 Meadows Rd",,,Salesforce
9600430,,Justin Champagne,,,jus42025@gmail.com,,List import
11181445,Inactive Investor,Ricky Gonzales,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,rgonzales@ft.newyorklife.com,,Salesforce
11076626,Inactive Investor,Aaron Tucker,Financial Advisor,Edward Jones Rancho Santa Margarita CA 22342 Avenida Empresa,aaron.tucker@edwardjones.com,,Salesforce
10860719,Inactive Investor,Carmen Patino,,J.P. Morgan Securities LLC Jersey City NJ 2 Journal Square Plz,carmen.a.patino@jpmorgan.com,,Salesforce
10988231,Inactive Investor,Spencer Wright,,Morgan Stanley New York NY 1 New York Plz,spencer.wright@morganstanley.com,,Salesforce
11154429,Inactive Investor,Daniel Lekki,,Cetera Advisors LLC Orland Park IL 15321 S 94th Ave,,,Salesforce
11033118,Inactive Investor,Danielle Sollecito,Senior Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC North Myrtle Beach SC 3910 Hwy 17 S",danielle.sollecito@wellsfargoadvisors.com,,Salesforce
11131505,Inactive Investor,Angie Nicoletti,,PFS Investments Inc. Miami FL 7955 NW 12th St,,,Salesforce
9578615,,Matt Young,,,matt@bit.cm,,List import
10994279,Inactive Investor,Mehzabeen Shahzad,,J.P. Morgan Securities LLC Manhattan Beach CA 700 S Sepulveda Blvd,mehzabeen.shahzad@jpmorgan.com,,Salesforce
11007497,Inactive Investor,Michael Krecek,Financial Advisor,Robert W. Baird & Co. Incorporated Chicago IL 227 W Monroe St,mkrecek@rwbaird.com,,Salesforce
10420186,,Quentin Bishop,,,jesuschrist@consultant.com,,Web Form Fillout
53232,,Keith Hutson,"Chief Compliance Officer, Managing Partner, Owner","Eubank, Hutson & Associates, LLC",keith@eubankhutson.com,972-473-2244,Manual List Upload
9560030,,Matthew Bruce,,,matthew.bruce@voyafa.com,,List import
10888021,Inactive Investor,Patrick Betancourt,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,patrick.betancourt@fmr.com,,Salesforce
10962227,Inactive Investor,Jason Walborn,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10918717,Inactive Investor,Stacey Payne,,"Truist Investment Services, Inc. Greenville SC 1 N Main St",stacey.payne@truist.com,,Salesforce
10867188,Inactive Investor,Bhavik Parikh,,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,,,Salesforce
10832512,Inactive Investor,Christina Kubrich,,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",christina.kubrich@raymondjames.com,,Salesforce
11006787,Inactive Investor,Amanda Clavino,,Edward Jones Calhoun GA 1201 Dews Pond Rd SE,,,Salesforce
10940895,Inactive Investor,Thomas Cereske,,"Allstate Financial Services, LLC Saginaw MI 6185 Tittabawassee Rd",thomascereske@allstate.com,,Salesforce
9604892,,BRETT STJOHN,,,brett.saint.john@gmail.com,,List import
332699,,Eric James Logan,,TBD,ericjlogan01@gmail.com,6615334728,
10029210,,James Franklin Heck III,,,jfheckdds0114@icloud.com,,Web Form Fillout
11041968,Inactive Investor,Chia-Yi Wei,,BBVA Securities Inc.,,,Salesforce
11231337,Inactive Investor,RheaAnne Cresencia,,PFS Investments Inc. Urbandale IA 3220 100th St,,,Salesforce
10822794,Inactive Investor,Zachary Weisenberger,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eau Claire WI 3508 Oakwood Mall Dr",,,Salesforce
11064576,Inactive Investor,Nathan Zimmer,,NYLIFE Securities LLC Metairie LA Private Residence,nmzimmer@ft.newyorklife.com,,Salesforce
11097511,Inactive Investor,Frank Anastasi,Chief Compliance Officer;Operations Manager;Secretary;Vice President,"Neville, Rodie & Shaw Inc",fanastasi@nevrodie.com,,Salesforce
10984973,Inactive Investor,David Carter,,"Cambridge Investment Research, Inc. Concord NH 19 Chenell Dr",,,Salesforce
11190020,Inactive Investor,Kevin Spellman,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10778261,Inactive Investor,Timothy Kinsinger,,LPL Financial LLC Reno NV 16520 Wedge Pkwy,timothy.kinsinger@lpl.com,,Salesforce
241873,,Kirk Christensen,,[Unknown],kchristensen@cvent.com,,Event
248956,,Dariusz Karwacki,Director,Vilogic,darkar9@gmail.com,,Manual List Upload
9594849,,Paul Kittiwongsunthorn,,,paul@tenx.tech,,List import
10869334,Inactive Investor,Jamie Halverson,Supervisory Officer,D.A. Davidson & Co. Jenks OK Private Residence,,,Salesforce
11044918,Inactive Investor,John Borrero,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",jborrero@ml.com,,Salesforce
9641741,,Hannes Brunner,,,hannes_brunner@hotmail.com,,List import
11086416,Inactive Investor,Amy Silverstein,,J.P. Morgan Securities LLC Melville NY 395 N Service Rd,amy.m.rosenthal@jpmorgan.com,,Salesforce
10864328,Inactive Investor,Mark Saunders,,Stonex Securities Inc. Huntsville AL 403 Madison St SE,mark.saunders@saswealth.com,,Salesforce
9546862,,Albert Cornel,,,acornel@sagepointadvisor.com,,List import
10770216,Inactive Investor,Sarah Dinstuhl,,B. Riley Wealth Management Memphis TN 6000 Poplar Ave,sdinstuhl@brileywealth.com,,Salesforce
11127426,Inactive Investor,Tammi Johnson,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,,,Salesforce
11194306,Inactive Investor,Joseph Thomas,,"Osaic Wealth, Inc. New Castle PA 10 N Mill St",,,Salesforce
11189759,Inactive Investor,Bryant Brooks,,"Allstate Financial Services, LLC Jasper AL 605 19th St E",bryant.brooks@allstate.com,,Salesforce
10931135,Inactive Investor,Kavin Wang,,"Transamerica Financial Advisors, Inc Milpitas CA 1629 S Main St",kavin.wang@tfaconnect.com,,Salesforce
9594006,,Thomas Rossi,,,tj@monarchgreen.com,,List import
11005878,Inactive Investor,Alan Ramos,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
11063100,Inactive Investor,Tara Bokosky,Chief Compliance Officer;Founder,Sachi Financial Planning,tara@sachifp.com,,Salesforce
11028386,Inactive Investor,Rocio Davila,,J.P. Morgan Securities LLC Chicago IL 4455 S Pulaski Rd,rocio.davila@jpmorgan.com,,Salesforce
10863861,Inactive Investor,James Fullerton,,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,james.fullerton@primerica.com,,Salesforce
9542969,,Michelle Darrow,,,michelle@darrowstemcells.com,,List import
9540640,,Bernadette Dempsey,,,bernadette@eideardgroup.com,,List Import
243289,,Alison Considine,Business Development Manager,Betterment for Advisors,alison.considine@betterment.com,9142285252,Manual List Upload
10962725,Inactive Investor,Timothy Sullivan,,Edward Jones Carson City NV 3839 N Carson St,,,Salesforce
11046123,Inactive Investor,Charles Douglas,,"J.W. Cole Financial, Inc. Palatka FL 117 N 2nd St",,,Salesforce
10956957,Inactive Investor,Adam Sailers,Assistant Vice President;Financial Center Manager,"Fifth Third Securities, Inc. Concord NC 40 Cabarrus Ave E",adam.sailers@53.com,,Salesforce
10880363,Inactive Investor,Matthew Waldron,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Roseville CA 2998 Douglas Blvd",mwaldron@ml.com,,Salesforce
10896373,Inactive Investor,Christine Narayan,,Colorado Financial Service Corporation,christine.narayan@coloradofsc.com,,Salesforce
10726412,,Martin Leenders,,,mlmobil@aol.com,,Web Form Fillout
11212766,Inactive Investor,John Meliska,,J.P. Morgan Securities LLC San Francisco CA 1500 Polk St,john.x.meliska@chase.com,,Salesforce
11165272,Inactive Investor,Kevin Flatley,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,kevin.flatley@fmr.com,,Salesforce
10899457,Inactive Investor,Jenna Maguire,,BNY Mellon Securities Corporation New York NY 200 Park Ave,jenna.maguire@bnymellon.com,,Salesforce
11171602,Inactive Investor,Marie Walsh,Senior Client Specialist,Robert W. Baird & Co. Incorporated Appleton WI 3913 W Prospect Ave,mwalsh@rwbaird.com,,Salesforce
10950836,Inactive Investor,Christine Hopkins,,Fidelity Brokerage Services LLC,,,Salesforce
10896065,Inactive Investor,Frank Ragona,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",frank.ragona@nm.com,,Salesforce
9601458,,Gerald Quinn,,,geraldquinn@protonmail.com,,List import
11229292,Inactive Investor,Andrew Atseff,,Rothschild Investment LLC,,,Salesforce
11212441,Inactive Investor,Andrea Sarvis,,J.P. Morgan Securities LLC New York NY 1251 Avenue of the Americas,andrea.sarvis@jpmorgan.com,,Salesforce
10863384,Inactive Investor,Gary Chesin,,Sigma Financial Corporation Mount Prospect IL 1661 Feehanville Dr,gchesin@sigmarep.com,,Salesforce
11218004,,Sara Rubiano,,,sara.rubiano@jpmorgan.com,,List Import
10977512,Inactive Investor,Nathalia Lopez Quintero,,J.P. Morgan Securities LLC Stuart FL 2103 SE Ocean Blvd,nathalia.e.lopezquintero@chase.com,,Salesforce
11042248,Inactive Investor,Diana Fernandez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",dfernandez7@ml.com,,Salesforce
11013827,Inactive Investor,Jessica Crane,,"Northwestern Mutual Investment Services, LLC Fort Myers FL 10070 Daniels Interstate Ct",jessica.crane@nm.com,,Salesforce
11043793,Inactive Investor,Violeta Mendez,Financial Professional,"Voya Financial Advisors, Inc. Los Angeles CA 8700 Beverly Blvd",violeta.mendez@voyafa.com,,Salesforce
11183707,Inactive Investor,Paul Williams,Financial Advisor;First Vice President;Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",paul.williams@rbc.com,,Salesforce
10920010,Inactive Investor,Derek Varao,,"Avantax Investment Services, Inc. Fall River MA 435 Columbia St",,,Salesforce
9561243,,Cornelius ryan,,,ctr191@gmail.com,,List import
11107918,Inactive Investor,Johnson Luo,,Citigroup Global Markets Inc. Washington DC 1101 Pennsylvania Ave NW,,,Salesforce
11002178,Inactive Investor,Luke Butlig,Associate Representative,Thrivent Investment Management Inc. Glendale CA 505 N Brand Blvd,luke.butlig@thrivent.com,,Salesforce
9542299,,Heng Yeang,,,hengyeang@gmail.com,,List import
9543968,,Richard Roman,,,rwroman@financialguide.com,,List import
10880132,Inactive Investor,Collin Pacetti,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11097704,Inactive Investor,Jeffrey Nagel,,"Avantax Investment Services, Inc. Bellport NY 16 Station Rd",,,Salesforce
11219664,,Randall Long,,,longr@ceteranetworks.com,,Other
10966809,Inactive Investor,Michele Carrano,,"Osaic Wealth, Inc. Bradenton FL 8470 Enterprise Cir",,,Salesforce
11048516,Inactive Investor,Fernando Rivera,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Oakhurst NJ 1600 State Rte 35",fernando.rivera@wellsfargo.com,,Salesforce
113058,,David Schwarzkopf,,Fidelity Personal and Workplace Advisors,david.schwarzkopf@fidelity.com,,
9606022,,ryan leusch,,,ryan@temecutech.com,,List import
10797546,Inactive Investor,Robert Forrest,Financial Advisor,Morgan Stanley Omaha NE 13625 California St,robert.forrest@morganstanley.com,,Salesforce
9549023,,Carolyn Insley,,,cminsley@unitedplanners.com,,List import
10796998,Inactive Investor,Thomas McDavid,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Atlanta GA 3060 Peachtree Rd NW,tmcdavid@rockco.com,,Salesforce
11124307,Inactive Investor,Joe Pierson,Financial Advisor;Financial Representative,"Northwestern Mutual Investment Services, LLC Tucson AZ 1760 E River Rd",nick.pierson@nm.com,,Salesforce
11260604,Inactive Investor,Dilian Batista,,"Wells Fargo Advisors Financial Network, LLC Fort Lauderdale FL 500 E Broward Blvd",dilian.batista@wfafinet.com,,Salesforce
9640711,,S Z,,,sz@zzz.xom,,List import
9646146,,Lucas Buick,,,lucas@somedaycapital.com,,List import
145981,,Paul Kerkar,,[Unknown],paulkerkar@gmail.com,,
11109883,Inactive Investor,Jesse Esparza,,PFS Investments Inc. Austin TX 5716 W Hwy 290,jesse.esparza@primerica.com,,Salesforce
11076725,Inactive Investor,Debora Covell,Chief Compliance Officer;Vice President,Connors Investor Services Inc,dcovell@connorsinvestor.com,,Salesforce
11237918,Inactive Investor,Craig Johnson,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",cjohnson@performancetrust.com,,Salesforce
10927378,Inactive Investor,Christian Rodriguez,,J.P. Morgan Securities LLC New York NY 277 Park Ave,,,Salesforce
11170662,Inactive Investor,Andrea Koncak,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 5201 Eden Ave",,,Salesforce
9628329,,yang zhou,,,yazhou@richter.ca,,List import
11096328,Inactive Investor,Maria Mera,Financial Advisor,Edward Jones Honolulu HI 220 S King St,maria.mera@edwardjones.com,,Salesforce
11175508,Inactive Investor,Bradley Harrold,Financial Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 501 Pennsylvania Pkwy",,,Salesforce
10851168,Inactive Investor,Jennifer Triplett,Financial Advisor,The Huntington Investment Company Columbus OH 1301 N Hamilton Rd,jennifer.triplett@huntington.com,,Salesforce
9563889,,Jasen Mangrum,,,jmangrum@pciawealth.com,,List import
11202879,Inactive Investor,Jacob Provart,Director - Financial Planning;Financial Advisor Manager,"Strategic Wealth Investment Group, LLC Denver CO 4600 S Syracuse St",jprovart@swdgroup.com,,Salesforce
10936966,Inactive Investor,Travis Hawley,Financial Consultant;Investment Advisor Representative;Secretary,"Mosley Wealth Management, Inc.",,,Salesforce
9607915,,Anthony Bozzo,,,anthony.bozzo@medportal.ca,,List import
11051860,Inactive Investor,Paul Graham,Investment Advisor,Fisher Investments,,,Salesforce
10835796,Inactive Investor,Alexander Fernandez,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Miami FL 220 Alhambra Cir,alexander.fernandez@morganstanley.com,,Salesforce
10826263,Inactive Investor,Brett Mizzi,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dearborn MI 290 Town Center Dr",brett.c.mizzi@ml.com,,Salesforce
10900776,Inactive Investor,Jacqueline Harris,Financial Advisor Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
349213,,Joseph Soto,"Senior Vice President, Financial Advisor","Kingsview Wealth Management, Llc",joseph.v.soto@kingsviewam.com,312-870-6701,Manual List Upload
11083216,Inactive Investor,Anthony Hicks,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Carson CA 550 E Carson Plaza Dr",anthony.hicks@tfaconnect.com,,Salesforce
10779240,Inactive Investor,Margaret Kimmel,Vice President - Investments,"Raymond James & Associates, Inc. Evansville IN 7501 Eagle Crest Blvd",margaret.kimmel@raymondjames.com,,Salesforce
10963432,Inactive Investor,Austin Hill,Financial Advisor,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",,,Salesforce
10875731,Inactive Investor,Robert Riedel,,Country Capital Management Company Dundee IL 825 Village Quarter Rd,bob.riedel@countryfinancial.com,,Salesforce
9612784,,Spencer Applebaum,,,applebsh@miamioh.edu,,List import
10763375,Inactive Investor,Kevin Laurie,Director - Investments,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",,,Salesforce
10785727,Inactive Investor,Jacquelyn Wang,Managing Director,Neuberger Berman BD LLC,jacquelyn.wang@nb.com,,Salesforce
10759307,Inactive Investor,Jeffrey Crone,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",jeff.crone@schwab.com,,Salesforce
176131,,Lindsay Harrell,Controller,[Unknown],lindsay@trianglecf.org, +1 919 474 8370,Database Upload
10917687,Inactive Investor,Wade Menzies,Investment Advisor Representative,"Tactical Investment Advisors, LLC",cal@tacticalinvestmentadvisors.com,,Salesforce
11155418,Inactive Investor,Marc Rogers,Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Palo Alto CA 1950 University Ave",marc.rogers@wellsfargoadvisors.com,,Salesforce
10506035,,Zak House,owner,multiple llcs,zakhouse2333@gmail.com,339-987-1271,List import
11207289,Inactive Investor,Scott Cannon,,"Raymond James Financial Services, Inc. Ellicott City MD 6011 University Blvd",scott.cannon@raymondjames.com,,Salesforce
9586776,,Mehran Manafi,,,mnafymhran85@gmail.com,,List import
10645774,,Michael Fisch,,,mfisch@lincolninternational.com,,List Import
10821345,Inactive Investor,David Finui,Financial Advisor,LPL Financial LLC Johnstown PA 216 Franklin St,david.finui@lpl.com,,Salesforce
8480455,,Cory Dunn,,LPl Financial LLC,cory.dunn@lpl.com,(208) 233-5544,List Import
9598969,,asd dsa,,,gojimi6056@vu38.com,,List import
128047,,John Harty,,"Cwm, Llc",jharty@carsoninstitutional.com,925-99-8699,
11111189,Inactive Investor,Shaun Cornell,Chief Compliance Officer;Managing Member;President,Cornell Capital Group LLC,shaun@cornell-capital.com,,Salesforce
10835564,Inactive Investor,Eric Nahat,,"HighTower Securities, LLC Bloomfield Hills MI 39533 Woodward Ave",enahat@hightoweradvisors.com,,Salesforce
11217271,,Gregory Dumark,,,gregory.dumark@nomura.com,,Other
9629341,,Askel Matre,,,amatre@hotmail.com,,List import
167807,,Collin Finnerty,,[Unknown],collin.finnerty@gmail.com,,Paid Social
11102253,Inactive Investor,Christine Paul,,Cetera Advisor Networks LLC Sewickley PA 2605 Nicholson Rd,paulc@ceteranetworks.com,,Salesforce
10752465,Inactive Investor,Scott Estes,Financial Advisor,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,scott.estes@morganstanley.com,,Salesforce
9582134,,Andrew Savona,,,ajsavona@yahoo.com,,List import
9559884,,Emil Defeo,,,emil.defeo@pnc.com,,List import
10781131,Inactive Investor,Stephen Wiper,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hyannis MA 100 Independence Dr",swiper@tiaa.org,,Salesforce
11078912,Inactive Investor,Anthony Martino,,"Allstate Financial Services, LLC Mesa AZ 1901 E University Dr",anthonymartino@allstate.com,,Salesforce
11019694,Inactive Investor,Brandon Blankenship,,Innovation Partners LLC,bblankenship@innovationpartnersllc.com,,Salesforce
10933245,Inactive Investor,Christopher Vargas,Financial Planner,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",christophervargas@financialguide.com,,Salesforce
11093480,Inactive Investor,Paul Analovitch,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",paul.analovitch@schwab.com,,Salesforce
9606627,,Raymond Bonneau,,,buzz@calculatech.com,,List import
10646192,,Taylor Young,,,taylor.young@morganstanley.com,,List Import
10842191,Inactive Investor,Joseph Osborne,Financial Advisor;Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",,,Salesforce
9551712,,Elizabeth Haas,,,liz.haas@essexfinancialservices.com,,List import
11019077,Inactive Investor,Nicholas Squillante,,"Citizens Securities, Inc. Norwood MA 134 Nahatan St",nicholas.squillante@citizensbank.com,,Salesforce
232508,, -,,[[Unknown]],ravikantcool2008@gmail.com,,
11147155,Inactive Investor,Reneeann Duryea,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
10899317,Inactive Investor,Diane Petersen,Member;Office Manager;Owner;Regulatory Contact,"Amidon & Petersen Financials, LLC",diane@apfinancials.com,,Salesforce
10497059,,[Unknown],,,emello@cypressgc.com,,Web Form Fillout
11185316,Inactive Investor,Amy Walker,Associate,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
10820409,Inactive Investor,Patricia Barksdale,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Short Hills NJ 51 John F Kennedy Pkwy",p_barksdale@ml.com,,Salesforce
11119620,Inactive Investor,Matthew Ouellette,Financial Advisor,"Osaic Institutions, Inc. South Berwick ME Private Residence",mouellette@infinexgroup.com,,Salesforce
10952635,Inactive Investor,Wendy Gonzales,Financial Consultant,Thrivent Investment Management Inc. Louisville KY 9420 Bunsen Pkwy,wendy.gonzales@thrivent.com,,Salesforce
9597692,,Devan White,,,dwhite@wealthenhancement.com,,List import
9639834,,Yolanda Montgomery,,,yolanda.montgomery@seiu.org,,List import
11077918,Inactive Investor,Claudia Taylor,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",claudia.taylor@ml.com,,Salesforce
11113820,Inactive Investor,Angel Rodriguez,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,,,Salesforce
10513225,,John Jefferson Jr.,,,191204@proton.me,,Web Form Fillout
10753595,Inactive Investor,Daniel Kapple,Financial Advisor,Morgan Stanley Orlando FL 4705 S Apopka Vineland Rd,daniel.kapple@morganstanley.com,,Salesforce
10902183,Inactive Investor,Joseph Suhadolc,Preferred Relationship Manager,"Fifth Third Securities, Inc. Orland Park IL 10759 W 159th St",,,Salesforce
11178288,Inactive Investor,Gary Watts,,LPL Financial LLC Walnut Creek CA 1850 Mt Diablo Blvd,gary.watts@lpl.com,,Salesforce
11196164,Inactive Investor,Megan Howe,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bozeman MT 801 W Main St",megan.howe@ml.com,,Salesforce
11222413,,Sara Buscaglia,,,sara.dodds@us.hsbc.com,,List Import
10805419,Inactive Investor,Anthony Sicari,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 3750 Oleander Dr",anthony.sicari@wellsfargo.com,,Salesforce
11193965,Inactive Investor,Matthew Terry,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,matthew.terry@ubs.com,,Salesforce
10830152,Inactive Investor,Stacie Nelson,Regional Leader,PFS Investments Inc. West Fargo ND 509 Oak Ridge Way E,stacie.nelson@primerica.com,,Salesforce
11042071,Inactive Investor,Di Wu,Private Client Advisor,J.P. Morgan Securities LLC El Cerrito CA 9950 San Pablo Ave,di.x3.wu@jpmorgan.com,,Salesforce
11095803,Inactive Investor,Kevin Nulton,Chief Compliance Officer;Managing Member;President;Principal,"Titanium Advisors, LLC",knulton@titaniumadvisors.com,,Salesforce
10878451,Inactive Investor,Galina Krol,,United Planners' Financial Services of America A Limited Partner Las Vegas NV 1120 N Town Center Dr,,,Salesforce
10986659,Inactive Investor,Sean Patrick,Financial Professional,"Equitable Advisors, LLC Cedar Rapids IA 4027 Glass Rd NE",sean.patrick@equitable.com,,Salesforce
148674,,james hummer,,[Unknown],hummers10@juno.com,,
10812991,Inactive Investor,Richmond Galbreath,,LPL Financial LLC Tampa FL Private Residence,rich.galbreath@lpl.com,,Salesforce
11116875,Inactive Investor,Ricardo Serrano Sanchez,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11083775,Inactive Investor,Kent Butler,Financial Advisor,UBS Financial Services Inc. Sugar Land TX 15958 City Walk,kent.butler@ubs.com,,Salesforce
10841508,Inactive Investor,Paul Chamberlin,,Cetera Advisors LLC Littleton CO 9635 Silverberry Cir,paul.chamberlin@ceteraadvisors.com,,Salesforce
11151479,Inactive Investor,Stefanie Haugen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",stefanie.haugen@ml.com,,Salesforce
11084077,Inactive Investor,Joshua Keeler,Financial Advisor,Edward Jones Lebanon MO 1350 S Jefferson Ave,joshua.keeler@edwardjones.com,,Salesforce
9603398,,Khalid Almslam,,,kalmslam@gmsil.com,,List import
9611260,,Al MC AVOY,,,asmcavoy@comcast.net,,List import
10974363,Inactive Investor,Michelle Alexander,,"Osaic Wealth, Inc. Sebring FL 6011 US Hwy 27 N",,,Salesforce
11051935,Inactive Investor,Linjing Yang,Financial Professional,"Pruco Securities, LLC. Fort Lee NJ 400 Kelby St",linjing.yang@prudential.com,,Salesforce
10976927,Inactive Investor,Eden Semere,,J.P. Morgan Securities LLC Houston TX 600 Travis St,,,Salesforce
11178104,Inactive Investor,Mitchell Stein,Director - Alternative Investments;First Vice President;Senior Portfolio Management Director;Senior Portfolio Manager;Senior Vic,Morgan Stanley New York NY 55 E 52nd St,mitchell.stein@morganstanley.com,,Salesforce
11231286,Inactive Investor,Nicholas Theis,Client Specialist,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,ntheis@rwbaird.com,,Salesforce
338419,,Donna Parker,,[Unknown],donna@donnaparkerfinancial.com,,Event
10993933,Inactive Investor,Ashley Denemark,,"First Command Brokerage Services, Inc. Dayton OH 51 Plum St",andenemark@firstcommand.com,,Salesforce
11143442,Inactive Investor,Alicia Luther,Financial Advisor,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",alicia.luther@rbc.com,,Salesforce
122539,,Timothy O'hara,Chief Compliance Officer & Counsel,Adviser Investments,tohara@edfmancapital.com,,
11233324,Inactive Investor,Marcus Crowell,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
9617585,,Christopher Graber,,,cgraber@waudcapital.com,,List import
11021751,Inactive Investor,Nicholas Mills,Financial Consultant,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",nicholas.mills@equitable.com,,Salesforce
9591201,,Ross Godlonton,,,rgodlonton@gmail.com,,List import
11170816,Inactive Investor,Joseph Urraro,,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",joseph.urraro@nm.com,,Salesforce
11080798,Inactive Investor,Jamie Cooper,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",,,Salesforce
9577722,,Fei Yin,,,feiyin@gtjausa.com,,List import
2639009,,Gavin Martin,,,sais.quoi@dispersif.com,,
373145,,Sonny York,,[Unknown],york.sonny@gmail.com,,source
10952476,Inactive Investor,Reina Medina,,Fidelity Brokerage Services LLC Virginia Beach VA 4500 Main St,reina.medina@fmr.com,,Salesforce
11190845,Inactive Investor,Amir Shahpari,,"Raymond James & Associates, Inc. Berwyn PA 1055 Westlakes Dr",amir.shahpari@raymondjames.com,,Salesforce
9630418,,felipe cordon,,,fcfelipecordon@gmail.com,,List import
142626,,Timothy Burns,Managing Director,"Sageview Advisory Group, LLC",tburns@sageviewadvisory.com,,
183777,,James McNeal,,[Unknown],mcnealjm@yahoo.com,,Direct
10874656,Inactive Investor,Katlyn Ketterling,,"Raymond James & Associates, Inc. Clive IA 13137 University Ave",katlyn.ketterling@raymondjames.com,,Salesforce
10786383,Inactive Investor,Christopher Olson,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,christopher.olson@fidelity.com,,Salesforce
11043933,Inactive Investor,Melanee Morgan,,PFS Investments Inc. West Point GA 815 3rd Ave,melanee.morgan@primerica.com,,Salesforce
10901544,Inactive Investor,Alec Trentler,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,alec.trentler@jpmorgan.com,,Salesforce
10982183,Inactive Investor,Christine Nguyen,,"U.S. Bancorp Investments, Inc. San Diego CA 16880 Bernardo Center Dr",,,Salesforce
11147912,Inactive Investor,William Heydt,,"Allstate Financial Services, LLC Newark DE 6 Polly Drummond Hill Rd",wheydt@allstate.com,,Salesforce
11143521,Inactive Investor,Ethan Albers,Financial Advisor,Wintrust Investments LLC Collinsville IL 800 Belt Line Rd,ealbers@wintrustwealth.com,,Salesforce
10819452,Inactive Investor,Morgan Vicknair,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",morgan.vicknair@ml.com,,Salesforce
11006369,Inactive Investor,Colton Punches,Financial Advisor,LPL Financial LLC San Diego CA 1455 Frazee Rd,colton.punches@lpl.com,,Salesforce
235748,, -,,[[Unknown]],pascal@gripmedia.com,,Paid Search
10831743,Inactive Investor,Thomas Ulrich,,Sprott Global Resource Investments Ltd Darien CT 320 Post Rd,tulrich@sprottglobal.com,,Salesforce
11042192,Inactive Investor,Patricia Pachta,,State Farm VP Management Corp. Victoria TX 4508 N Laurent St,,,Salesforce
9597713,,Jacqueline Ampe,,,jampe@wealthenhancement.com,,List import
10794662,Inactive Investor,Jennifer McCarthy,Financial Advisor,LPL Financial LLC Lexington MA 33 Bedford St,jennifer.mccarthy@lpl.com,,Salesforce
10617618,,Brad Steinback,,,brad.steinback@equitable.com,,List Import
10618872,,Hersh Bogner,,,hbogner@hightoweradvisors.com,,List Import
10968230,Inactive Investor,Rudolph Ramirez,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,tonyramirez@primerica.com,,Salesforce
11198378,Inactive Investor,Joanne Kinniard,Investment Associate;Senior Private Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",joanne.kinniard@ml.com,,Salesforce
10916364,Inactive Investor,Jesse Leach,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
2854596,,Suraj Pal Kashyap,,,kashyapsurajpal51@gmail.com,,
10800986,Inactive Investor,Barbara Coyne,,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,barbara.castelein@ms.com,,Salesforce
10836547,Inactive Investor,Roger Smedley,Chief Executive Officer,Smedley Financial Services Inc,info@smedleyfinancial.com,,Salesforce
10807046,Inactive Investor,Richard Rosen,First Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,richard.rosen@morganstanley.com,,Salesforce
10486533,,Jared Kahn,Vice President,Fisher Investments,j.kahn@fi.com,,List import
11133744,Inactive Investor,Michael Poppe,,"Allstate Financial Services, LLC Shawnee KS 10930 W 74th Ter",mikepoppe@allstate.com,,Salesforce
11191606,Inactive Investor,Lilly Peng,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Trenton NJ 1230 Pkwy Ave",lilly.peng@ml.com,,Salesforce
346922,,Daniel Brock,Member,Bmss Wesson Wealth Solutions,dbrock@bmss.com,205-982-5555,Manual List Upload
10896507,Inactive Investor,Sheryl Oswald,Financial Advisor,Janney Montgomery Scott LLC Lancaster PA 1650 Crooked Oak Dr,soswald@janney.com,,Salesforce
11254196,Inactive Investor,Trishtan Means,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10999586,Inactive Investor,Nicholas Foreman,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
9585075,,James Short,,,jbshortmd@mac.com,,List import
11234659,Inactive Investor,Stephanie Browne,Registered Client Service Associate,Morgan Stanley Melville NY 58 S Service Rd,,,Salesforce
10614461,,Jeffrey Dattolo,Financial Advisor,,jeffrey.dattolo@mfin.com,,List Import
11076598,Inactive Investor,Zachary Schoene,,"CreativeOne Securities, LLC Jefferson City MO 1530 Rax Ct",zschoene@c1s.net,,Salesforce
9645421,,Eric Murciano,,,eric.murciano@gs.com,,List import
11153918,Inactive Investor,Crystal Thomas,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,crystal.thomas@jpmorgan.com,,Salesforce
10992806,Inactive Investor,Stephanie Treichel,,Santander Securities LLC West Hartford CT 1010 Farmington Ave,,,Salesforce
11138889,Inactive Investor,Rogelio Ramirez Guzman,,"Farmers Financial Solutions, LLC Napa CA 2180 Jefferson St",rramirez4@farmersagent.com,,Salesforce
11206619,Inactive Investor,Myron Friesen,,LPL Financial LLC Osage IA Private Residence,myron.friesen@lpl.com,,Salesforce
11057870,Inactive Investor,Brian Moreno,,Fidelity Brokerage Services LLC,,,Salesforce
11007659,Inactive Investor,Alicia Woods,,"Raymond James Financial Services, Inc. Lubbock TX 2001 Broadway",alicia.woods@raymondjames.com,,Salesforce
11052627,Inactive Investor,Rick Suh,,Cetera Advisor Networks LLC Los Angeles CA 1615 Cordova St,suhr@ceteranetworks.com,,Salesforce
11119808,Inactive Investor,Sean Cable,,"Grove Point Investments, LLC Rockville MD 17 W Jefferson St",,,Salesforce
10763048,Inactive Investor,Richard Gress,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Sarasota FL 1819 Main St",rick.gress@rbc.com,,Salesforce
10783314,Inactive Investor,Craig Homb,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Rockford IL 6940 Villagreen Vw",craig.homb@usbank.com,,Salesforce
9646063,,Casey Ahern,,,casey.ahern@gmail.com,,List import
11043858,Inactive Investor,Neal Garratt,,J.P. Morgan Securities LLC Spring TX 9590 Six Pines Dr,neal.garratt@jpmorgan.com,,Salesforce
9567196,,Rachel Johnston,,,rachel.johnston@turnertech.com,,List import
10799280,Inactive Investor,Aaron Hagwood,Global Institutional Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",aaron.hagwood@ml.com,,Salesforce
10900996,Inactive Investor,Tanya Goebel,,Cetera Investment Services LLC Muncie IN 200 E Jackson St,,,Salesforce
10873355,Inactive Investor,Jason Egge,,"Osaic Wealth, Inc. Windsor Heights IA 7000 University Ave",,,Salesforce
10947068,Inactive Investor,Joseph Clay,,PNC Investments Louisville KY 2501 Hurstbourne Pkwy,joseph.clay@pnc.com,,Salesforce
119157,,William Gist,Financial Planner,Lincoln Financial Advisors Corporation,bill.gist@lfg.com,913-451-1505,
11222034,,Eric Cassel,,,eric_cassel@vanguard.com,,List Import
9553841,,Albert Navarrete,,,albert@endemajfunds.com,,List import
225841,, -,,[[Unknown]],robertmartin1974@gmail.com,,Initial Salesforce Import
10949646,Inactive Investor,James Ryan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10788631,Inactive Investor,Lara Deutchman,,"U.S. Bancorp Advisors, LLC Los Angeles CA 4032 S Centinela Ave",lara.deutchman@unionbank.com,,Salesforce
10857129,Inactive Investor,Joseph Palermo,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Paramus NJ 650 From Rd",joseph.e.palermo@rbc.com,,Salesforce
10944502,Inactive Investor,Susan Goldberg,,"Wells Fargo Advisors Financial Network, LLC Boca Raton FL 2385 NW Executive Center Dr",susie.goldberg@wfadvisors.com,,Salesforce
9567382,,Henry Hebert,,,henryjhebert2544@gmail.com,,List import
10953686,Inactive Investor,Taylor Ridgeway,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",taylor.ridgeway@tiaa.org,,Salesforce
10918363,Inactive Investor,Nimish Patel,Chief Compliance Officer;Chief Executive Officer;President,A & P Wealth Management,,,Salesforce
142849,,Chad Lemon,,"SunTrust Advisory Services, Inc.",chad.lemon@suntrust.com,404-460-8691,
10826179,Inactive Investor,Joseph Frank,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Oakland CA 151 40th St",josephfrank@wellsfargoadvisors.com,,Salesforce
9643732,,Lee Weinberg,,,lee@aeng.com,,List import
10863308,Inactive Investor,Deborah Brackett,Financial Advisor,Edward Jones Titusville FL 413 S Palm Ave,deborah.brackett@edwardjones.com,,Salesforce
10770930,Inactive Investor,Nicole Hiller,Client Service Associate;Senior Client Service Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,nicole.hiller@ubs.com,,Salesforce
11043803,Inactive Investor,Francesco Guglielmo,Managing Director,Neuberger Berman BD LLC,francesco.guglielmo@nb.com,,Salesforce
9612870,,Hoyeon Kim,,,hoyeon007@naver.com,,List import
10858109,Inactive Investor,Joseph Finneran,Chief Compliance Officer;President,Tricord Wealth Advisors Columbus OH 100 W Old Wilson Bridge Rd,,,Salesforce
11089839,Inactive Investor,Diane Xu,,"Farmers Financial Solutions, LLC Covina CA 800 S Barranca Ave",dxu@farmersagent.com,,Salesforce
10760657,Inactive Investor,Jeff Luedke,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,jeff.luedke@fidelity.com,,Salesforce
242922,,Lizette Gabriel,Adult Librarian,Los Angeles Public Library,lgabriel@lapl.org,,Manual List Upload
11046960,Inactive Investor,Robert Larsen,,"CreativeOne Securities, LLC Phoenix AZ 2550 W Union Hills Dr",rlarsen@c1s.net,,Salesforce
10486952,,Harriet Detar,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",harriet_detar@ml.com,,List Import
11236105,Inactive Investor,John Allan Taylor Brinkerhoff,,"Centaurus Financial, Inc. Clearfield UT 1366 Legend Hills Dr",,,Salesforce
10892429,Inactive Investor,James Moore,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,,,Salesforce
10659260,,Ryan McCain,,,ryan.mccain@lpl.com,,List Import
10925946,Inactive Investor,Ryan O'Connell,Financial Advisor,LPL Financial LLC Bloomington IL 801 N Hershey Rd,ryan.oconnell@lpl.com,,Salesforce
11135767,Inactive Investor,Ethan Gennell,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10612693,,Richard Wismer,"Financial Advisor, Financial Professional",,richard.wismer@lpl.com,,List Import
10940341,Inactive Investor,Brandon Gall,,PFS Investments Inc. Indianapolis IN 8275 Allison Pointe Trl,brandon.gall@primerica.com,,Salesforce
9551136,,Sheila Chau,,,schau@massmutual.com,,List import
10810336,Inactive Investor,Amy Krings,Associate Director;Investment Associate;Team Business Manager,UBS Financial Services Inc. Lincoln NE 8415 Maddox Dr,amy.krings@ubs.com,,Salesforce
240444,,Rodney Wade,,[Unknown],rodneywade@msn.com,,Direct
9579121,,Allec Baldwin,,,allec@dr.com,,List import
11010136,Inactive Investor,Olajide Ojolo,,PFS Investments Inc. Union NJ 1767 Morris Ave,oojolo@primerica.com,,Salesforce
9570373,,Simon Lorne,,,simon.lorne@mlp.com,,List import
10999205,Inactive Investor,Francis Lowery,Financial Advisor,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",flowery@financialguide.com,,Salesforce
240834,,Stacy Marcus,,Social Strategy,stacy@womeninvestingnow.com,,Event
8600,,Giovanni Favor,,IREMIT INC.,giovanni113095@gmail.com,63566019679,Organic Search
10937589,Inactive Investor,Chad Burtrum,,NYLIFE Securities LLC Okemos MI 2127 University Park Dr,cburtrum@ft.newyorklife.com,,Salesforce
11114940,Inactive Investor,Aaron Vinson,,"Wells Fargo Clearing Services, LLC Fayetteville NC 1440 Walter Reed Rd",aaronvinson@wellsfargo.com,,Salesforce
64850,,George Jing,Branch Manager,"Transamerica Financial Advisors, Inc",george.jing@transamerica.com,301-251-5116,
10799369,Inactive Investor,Christopher Hayden,Regional Vice President,PFS Investments Inc. Kansas City MO 2301 Burlington St,christopher.hayden@primerica.com,,Salesforce
10983155,Inactive Investor,Edward Albrecht,,"Kestra Investment Services, LLC Calabasas CA 24000 Laurel Pl",,,Salesforce
10808524,Inactive Investor,James Hughes,Vice President,"Wells Fargo Advisors Financial Network, LLC Melville NY 401 Broadhollow Rd",james.hughes@wfafinet.com,,Salesforce
10974324,Inactive Investor,Anjali Papadopoulos,,Jefferies LLC,,,Salesforce
11106961,Inactive Investor,James Clark,Financial Advisor;Managing Director;Managing Member,Worth Asset Management,jclark@worthassetmgmt.com,,Salesforce
9579380,,sophia grami,,,sophia.grami@cryppro.com,,List import
11072130,Inactive Investor,Daryl Devorkin,Senior Vice President,Morgan Stanley Mequon WI 11501 N Port Washington Rd,daryl.devorkin@morganstanley.com,,Salesforce
11056043,Inactive Investor,Ronald Moriarty,,J.P. Morgan Securities LLC Leesburg VA 541 E Market St,ronald.moriarty@jpmorgan.com,,Salesforce
11235984,Inactive Investor,Nahal Sabbagh Kermani,Senior Relationship Manager,"Apollon Wealth Management, LLC Chicago IL 2521 W Harrison St",,,Salesforce
11020705,Inactive Investor,John Nastasi,,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,john_nastasi@glic.com,,Salesforce
11031661,Inactive Investor,Gabe Luna,President,Luna Investment Services Inc.,,,Salesforce
9591892,,Mccullough Williams,,,mwilliams@fisgroup.com,,List import
11039664,Inactive Investor,Craig Workinger,,"Avantax Investment Services, Inc. Encinitas CA 713 Dewitt Ave",,,Salesforce
10861891,Inactive Investor,Saul Mag,,Fidelity Brokerage Services LLC West Hartford CT 29 S Main St,saul.mag@fidelity.com,,Salesforce
9639242,,Linda Boucher,,,lboucher@concordma.gov,,List import
11015669,Inactive Investor,Andrew Vavro,,Cetera Financial Specialists LLC Cleveland OH 4725 Grayton Rd,andrew.vavro@ceterafs.com,,Salesforce
70234,,Derek Ehlers,Assistant Branch Manager,Fidelity Personal and Workplace Advisors,derek.ehlers@fidelity.com,,
9567641,,sheida heydari,,,sheidaaheydari1@gmail.com,,List import
10833958,Inactive Investor,Laura Fontana,Associate Manager;Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",laura.l.fontana@ampf.com,,Salesforce
10815446,Inactive Investor,Leisha Ashby,,Morgan Stanley Tacoma WA 1301 A St,leisha.ashby@morganstanley.com,,Salesforce
10817008,Inactive Investor,Harry Romain,,Commonwealth Financial Network Cranston RI 1150 New London Ave,hromain@commonwealth.com,,Salesforce
76134,,Terry Black,Member & Chief Compliance Officer,"Black Capital Management, Llc",terry@blackcapitalmanagement.com,816-525-9300,Manual List Upload
10947809,Inactive Investor,Michael Greenen,Chief Compliance Officer;Founder;President,Lantern Wealth Guardians Ltd. Geneva IL 1770 S Randall Rd,michael@lwguardians.com,,Salesforce
227886,,Matthew -,,[Unknown],matt.losanno@veritasadvisorygroup.com,,Advertising
9601364,,Joseph Koziol,,,jkoziol@penwoodre.com,,List import
9584267,,Tommy Johnson,,,tommy.johnson@voyafa.com,,List import
10831099,Inactive Investor,Lance Spearman,,"ValMark Securities, Inc. Mount Vernon OH 710B S Main St",,,Salesforce
11152574,Inactive Investor,Alexandra Diemer,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9582741,,Clint Cascaden,,,ccascaden@therrgrp.com,,List import
11050362,Inactive Investor,William Sutherland,,Belpointe Asset Management LLC,william.sutherland@belpointeasset.com,,Salesforce
11208907,Inactive Investor,Shruti Joshi,Chief Operating Officer,Facet Baltimore MD 100 International Dr,shruti@facet.com,,Salesforce
11206377,Inactive Investor,Benjamin Dibsie,,"Osaic Wealth, Inc. Branchville NJ 38 Broad St",,,Salesforce
10854367,Inactive Investor,Michael Snow,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Hartford CT 185 Asylum St",michael.x.snow@ampf.com,,Salesforce
11153119,Inactive Investor,Theodore Bulinski,Wealth Strategy Associate,UBS Financial Services Inc. Wayzata MN 681 Lake St E,theodore.bulinski@ubs.com,,Salesforce
10768721,Inactive Investor,Edward Grattan,,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,edward.grattan@primerica.com,,Salesforce
11089232,Inactive Investor,Paul Hendrickson,,LPL Financial LLC Morganfield KY 131 E Main St,paul.hendrickson@lpl.com,,Salesforce
11129102,Inactive Investor,Michael Difiore,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",michael.difiore@ml.com,,Salesforce
11015477,Inactive Investor,Brandon Scott,,LPL Financial LLC Long Beach CA 5000 E Spring St,,,Salesforce
10930032,Inactive Investor,John O'Meilia,,"Packerland Brokerage Services, Inc. Tulsa OK 5921 E 97th St",john_o-meilia@packerlandbrokerage.com,,Salesforce
10937196,Inactive Investor,Jennifer Vawter,,"Osaic Wealth, Inc. Melbourne FL Private Residence",,,Salesforce
5158706,,K B,,,ken@blocks.sg,,Web Form Fillout
344245,,T Wodetzki,,Tom Wodetz,tomw@americaneventservices.com,,Event
11038832,Inactive Investor,James Canady,Financial Advisor,Commonwealth Financial Network Morehead City NC 712 Bridges St,jcanady@commonwealth.com,,Salesforce
10958115,Inactive Investor,Christopher Jumalon,,"Navy Federal Investment Services, LLC Atlanta GA 5898 Roswell Rd",christopher_t_jumalon@navyfederal.org,,Salesforce
9612150,,Pedro Estrabou,,,pestrabou@apcohen.com.ar,,List import
9554435,,Jimmie Thongkham,,,jimtk12@yahoo.com,,List import
10998193,Inactive Investor,Roger Wild,,Cetera Advisor Networks LLC Southfield MI 20750 Civic Center Dr,,,Salesforce
10616466,,James Allen,,,jim.allen@opco.com,,List Import
11143144,Inactive Investor,Ryan Dayala,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",ryan.dayala@ml.com,,Salesforce
11096795,Inactive Investor,William Welborn,Chief Compliance Officer;Chief Investment Officer;Director;Director - Financial Planning;Member,"Hoskins Financial, LLC",wwelborn@hoskinscpas.com,,Salesforce
10912327,Inactive Investor,Micah Coston,,NYLIFE Securities LLC Maryville MO 1212 S Main St,mjcoston@ft.newyorklife.com,,Salesforce
6495257,,GASOKI WIRIMO,,,gasojab926@bymercy.com,,Web Form Fillout
11088996,Inactive Investor,Frederick Reynolds,Managing Director,Neuberger Berman BD LLC,freynolds@nb.com,,Salesforce
11073740,Inactive Investor,Albert Filosa,Private Wealth Advisor,Integrated Wealth Concepts LLC,albert.filosa@ifpadvisor.com,,Salesforce
1004334,Inactive Investor,Camille Giblin,,Camille Giblin,camille.giblin@outlook.com,,
10775675,Inactive Investor,Rush Hanner,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,rush.hanner@fidelity.com,,Salesforce
10921240,Inactive Investor,Lewis Webb,Financial Advisor,LPL Financial LLC Americus GA 205 S Lee St,lewis.webb@lpl.com,,Salesforce
11072697,Inactive Investor,Collin Mayer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11101306,Inactive Investor,Jimmie Sims,,PFS Investments Inc. Houston TX 140 Cypress Station Dr,,,Salesforce
11024046,Inactive Investor,Victor Anger,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,,,Salesforce
248970,,Tony Martin,Senior Managing Partner,"AI-XY Capital Partners, LLC",tonyj_m@yahoo.com,,Manual List Upload
11181888,Inactive Investor,Craig Stern,Financial Advisor,"Wells Fargo Clearing Services, LLC Vineland NJ 1051 W Sherman Ave",craig.stern@wellsfargoadvisors.com,,Salesforce
10933086,Inactive Investor,Ogden Timpson,Analyst;Client Associate,Rockefeller Financial LLC,otimpson@rockco.com,,Salesforce
10647284,,Ben Hewitt Hewitt,,,ben.hewitt@edwardjones.com,,List Import
10752980,Inactive Investor,Hai-Uy Dang,Advisor;Vice President,Rockefeller Financial LLC Newport Beach CA 23 Corporate Plaza Dr,hdang@rockco.com,,Salesforce
11109829,Inactive Investor,Victor De La Rosa,,LPL Financial LLC El Paso TX 3600 Joe Battle Blvd,victor.de-la-rosa@lpl.com,,Salesforce
10877267,Inactive Investor,Trevor Mcdonald,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11123928,Inactive Investor,Yanyan Wen,,J.P. Morgan Securities LLC New York NY 176 Canal St,yanyan.wen@chase.com,,Salesforce
337494,,Mike Hynes,Managing Director Chicago,Antares Capital Advisers Llc,mike.hynes@antares.com,312-889-9920,Manual List Upload
11189061,Inactive Investor,Thomas Hanlan,,Deutsche Bank Securities Inc.,,,Salesforce
10792218,Inactive Investor,Eric Hood,Regional Manager,Morgan Stanley Melville NY 58 S Service Rd,,,Salesforce
111288,,Tricia Warner,Portfolio Manager,Terril & Company,twarner@terrilco.com,,Database Upload
11171070,Inactive Investor,Patrick Manning,,Citigroup Global Markets Inc.,,,Salesforce
11141532,Inactive Investor,Gary Garrett,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,gary.l.garrett.bwch@statefarm.com,,Salesforce
10916928,Inactive Investor,Gregory Gabora,Senior Vice President - Sales,Citigroup Global Markets Inc. Fountain Valley CA 17400 Brookhurst St,gregory.gabora@citi.com,,Salesforce
10810400,Inactive Investor,Gordon Robinson,,"Osaic Wealth, Inc. Tulsa OK 3314 E 51st St",,,Salesforce
10861950,Inactive Investor,Daniel Rodriguez,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,drodriguez@snowdenlane.com,,Salesforce
9614316,,Elvin Gillard,,,ejgjr41@gmail.com,,List import
10834915,Inactive Investor,Frederick Ehrsam,,"Raymond James Financial Services, Inc. Bel Air MD 5 N Main St",fritz.ehrsam@raymondjames.com,,Salesforce
10747967,,John Mroz,,,jmroz03@wi.rr.com,,Web Form Fillout
9564456,,Camila Amaya,,,camila.amaya@urosario.edu.co,,List import
10878348,Inactive Investor,Ronald Hada,,Ignite Planners LLC South Jordan UT 10813 S River Front Pkwy,,,Salesforce
11072950,Inactive Investor,Creighton Hardy,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",creighton.b.hardy@nm.com,,Salesforce
10798897,Inactive Investor,Rebecca Dickson,Portfolio Associate,Morgan Stanley Pasadena CA 55 S Lake Ave,rebecca.dickson@morganstanley.com,,Salesforce
10842440,Inactive Investor,Robert Cannella,Registered Principal,LPL Financial LLC Meadow Vista CA Private Residence,robert.cannella@lpl.com,,Salesforce
11172275,Inactive Investor,Henry Matheis,,"Ameriprise Financial Services, LLC Rochester NY 1100 Goodman St S",henry.matheis@ampf.com,,Salesforce
10995612,Inactive Investor,Cheri Johnson,Account Executive;Executive;Wealth Advisor,Stronghold Capital Partners LLC Phoenix AZ Private Residence,,,Salesforce
10944903,Inactive Investor,Jordan Hall,,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",jordan.hall@nm.com,,Salesforce
11145865,Inactive Investor,Philip Imhoff,Senior Regional Leader,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,philip.imhoff@primerica.com,,Salesforce
11040002,Inactive Investor,Justin Buller,Chief Compliance Officer,Empirical Wealth Management Bellevue WA 11100 NE 8th St,jbuller@empirical.net,,Salesforce
352090,,Homyar Choksi,Partner,"Lbc Credit Management, L.p.",hchoksi@lbccredit.com,215-972-8900,Manual List Upload
10772799,Inactive Investor,Harry Beadell,Managing Director;Senior Vice President,Davenport & Company LLC,,,Salesforce
10506093,,Kristen Smigelski,CFP,"Forest Financial Planning Group, LLC",ksmigelski@forestfpg.com,561-623-5356,List import
10989698,Inactive Investor,Ottoniel Sanchez,,J.P. Morgan Securities LLC Waco TX 320 N New Rd,ottoniel.sanchez@jpmorgan.com,,Salesforce
336290,,Alexander Inkster,Managing Member,"Kimmeridge Energy Management Company, Llc",ainkster@kimmeridgeenergy.com,646-517-3323,Manual List Upload
10887582,Inactive Investor,Harold Peterson,Chief Compliance Officer;Managing Member;Managing Principal,"Mission Hill Advisors, LLC",hal@missionhilladvisors.com,,Salesforce
10833463,Inactive Investor,Francis St Vincent,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11153110,Inactive Investor,Robert Manankil,Financial Advisor,Robert W. Baird & Co. Incorporated Towson MD 100 West Rd,rmanankil@rwbaird.com,,Salesforce
11217534,,Matthew Parker,,,m.parker@bofa.com,,Other
10991835,Inactive Investor,Meghan Martin,Portfolio Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11072068,Inactive Investor,Joann Masterson,,Edward Jones Jasper IN 225 W 41st St,joann.masterson@edwardjones.com,,Salesforce
352944,,Chadia Eve Zouein,Investment Specialist,Man Group,chadia.eve.zouein@gmail.com,,Event
9616987,,fuckoff schmucj -,,,mrfuckensteinjewbag@burninhell.com,,List import
11198037,Inactive Investor,Christopher Weaver,,"American Fidelity Securities, Inc.",christopher.weaver@americanfidelity.com,,Salesforce
10940452,Inactive Investor,Jamie Haas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10814992,Inactive Investor,Mariana Permuy,Senior Client Service Associate,"Raymond James & Associates, Inc. Miami FL 2811 Ponce De Leon Blvd",mariana.permuy@raymondjames.com,,Salesforce
11192314,Inactive Investor,William Boatman,Manager,Boatman and Bryant Capital Solutions PLLC,,,Salesforce
11148894,Inactive Investor,Gordon Scotman,,"Bankers Life Securities, Inc. Fort Lauderdale FL 1000 Sawgrass Corporate Pkwy",gordon.scotman@bankerslife.com,,Salesforce
10843316,Inactive Investor,Michael Devivo,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Stratford CT 6580 Main St",michael.devivo@ampf.com,,Salesforce
9577905,,James Siu Lung Lee,,,jamesleeasia@gmail.com,,List import
10866906,Inactive Investor,Adrian Howard,,State Farm VP Management Corp. Richardson TX 1415 State St,adrian.howard.l6sk@statefarm.com,,Salesforce
84868,,Gregory Kalosieh,Vice President - Sales and Marketing,"SSN Advisory, Inc.",greg.kalosieh@ssnetwork.com,865-777-4677,
9559781,,Wesley Leftwich,,,wleftwich@plancorp.com,,List import
10890246,Inactive Investor,Nikhil Thomas,,Lazard Asset Management Securities LLC,nikhil.thomas@lazard.com,,Salesforce
11081151,Inactive Investor,Grant Meyer,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",grant.e.meyer@nm.com,,Salesforce
11037281,Inactive Investor,Edward Dahl,Private Wealth Advisor;Senior Vice President,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,edward.dahl@morganstanleypwm.com,,Salesforce
10972181,Inactive Investor,Marjorie Edenfield,Wealth Manager,Creative Planning Atlanta GA 3630 Peachtree Rd NE,marjorie.edenfield@creativeplanning.com,,Salesforce
9547885,,Kwame Paige,,,kwamepaige604@gmail.com,,List import
10768081,Inactive Investor,Patrick Terrazzano,Financial Advisor,Edward Jones Hinsdale IL 201 E Ogden Ave,patrick.terrazzano@edwardjones.com,,Salesforce
11111144,Inactive Investor,Drew Malkin,,"Bond Financial Group, Inc.",dmalkin@bondfinancial.net,,Salesforce
11050756,Inactive Investor,Nigar Vakilova,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,nigar.vakilova@jpmorgan.com,,Salesforce
11049346,Inactive Investor,Robert Groves,,"TastyTrade, Inc. Chicago IL 1000 W Fulton Market",,,Salesforce
10992948,Inactive Investor,Brandon Tabor,Financial Advisor;Private Client Advisor,J.P. Morgan Securities LLC Fort Worth TX 9440 Clifford St,brandon.tabor@jpmorgan.com,,Salesforce
10935245,Inactive Investor,Jennifer Johnston,Senior Financial Advisor,"Charles Schwab & Co., Inc. Corte Madera CA 1704 Redwood Hwy",jennifer.johnston@schwab.com,,Salesforce
11095423,Inactive Investor,Hamilton Krans,,"Truist Investment Services, Inc.",hamilton.krans@truist.com,,Salesforce
11067432,Inactive Investor,Justin Rudacille,,"Horace Mann Investors, Inc. York PA 2550 Kingston Rd",justin.rudacille@horacemann.com,,Salesforce
199091,,Patti Parker,,"Southern Geo Supply, LLC",alphatec4500@aol.com,3187807536,
11063007,Inactive Investor,Christian Lewton,Chief Investment Analyst,GHP Investment Advisors Inc,clewton@ghpia.com,,Salesforce
10881710,Inactive Investor,Erik Barnes,Chief Compliance Officer;Financial Planner;Founder;Principal,Retirement Portfolio Partners,ebarnes@retirementportfoliopartners.com,,Salesforce
9606297,,Pavel K.,,,raspil.by@gmail.com,,List import
10833134,Inactive Investor,Philip Stern,,LPL Financial LLC San Diego CA 4707 Executive Dr,philip.stern@lpl.com,,Salesforce
10849666,Inactive Investor,Geoffrey Meno,Financial Advisor,Edward Jones Seattle WA 2100 Westlake Ave N,geoff.meno@edwardjones.com,,Salesforce
234607,,yxd -,,yxd [[Unknown]],yxd89595@gmail.com,,Paid Social
10912277,Inactive Investor,Benjamin Christensen,,"CapFinancial Securities, LLC. Wichita KS 1625 N Waterfront Pkwy",,,Salesforce
351221,,Eric Hsiao,Senior Analyst,Dynamic Beta Investments Llc,ehsiao@beachheadcapital.com,646-837-7030,Manual List Upload
10851692,Inactive Investor,Kyle Hondorp,Financial Advisor,Edward Jones Cadillac MI 201 N Mitchell St,kyle.hondorp@edwardjones.com,,Salesforce
10897144,Inactive Investor,Aaron Zacks,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",aaron.zacks@ml.com,,Salesforce
10884952,Inactive Investor,Ronan Lynch,,J.P. Morgan Securities LLC Orangeburg NY 333 Rte 303,ronan.h.lynch@jpmorgan.com,,Salesforce
11051240,Inactive Investor,Debbie Leung,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,debbie.leung@jpmorgan.com,,Salesforce
9630502,,Simon Asta,,,simonastaburuaga@gmail.com,,List import
10815608,Inactive Investor,Terence Pavlic,Chief Compliance Officer;President,"Pavlic Investment Advisors, Inc.",,,Salesforce
10769887,Inactive Investor,Richard French,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,richard.french@morganstanley.com,,Salesforce
3107602,,Olatunji Kamson,,,okamson@gmail.com,,
192188,,John Funkey,,[Unknown],john@funkeyinc.com,,Advertising
10973913,Inactive Investor,Ryan Safko,Advisor,Altman Advisors College Station TX Private Residence,ryan.safko@altmanadvisors.com,,Salesforce
9621252,,Jo Fraser,,,jo.fraser@gmail.com,,List import
10897400,Inactive Investor,Craig Considine,Senior Wealth Management Lending Officer;Vice President - Wealth Management Banking,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",,,Salesforce
11134736,Inactive Investor,Sophia Crook,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10985502,Inactive Investor,Xi Chen,,J.P. Morgan Securities LLC Houston TX 9309 Katy Fwy,xi.chen@jpmorgan.com,,Salesforce
10853801,Inactive Investor,Jonathon Hornbeck,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 5440 Corporate Dr",jonathon.j.hornbeck@ampf.com,,Salesforce
10845023,Inactive Investor,Ryan Wood,Principal;Senior Investment Analyst,"Cornerstone Advisors Asset Management, LLC",rwood@cornerstone-companies.com,,Salesforce
11006117,Inactive Investor,Lavinia Boettcher,Financial Consultant,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",lavinia.boettcher@equitable.com,,Salesforce
11147878,Inactive Investor,Michael Yashnyk,,NYLIFE Securities LLC,myashnyk@ft.newyorklife.com,,Salesforce
11006416,Inactive Investor,Jeff Senger,,PFS Investments Inc. Mount Vernon WA 2021 E College Way,jsenger@primerica.com,,Salesforce
54755,,Jennifer James,,"SunTrust Advisory Services, Inc.",jennifer.james@suntrust.com,704-526-4472,
10763686,Inactive Investor,George Koumoutsos,,"Hornor, Townsend & Kent, LLC Cincinnati OH 7458 Jager Ct",gkoumoutsos@htk.com,,Salesforce
11167466,Inactive Investor,Russell Schneemeyer,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Leawood KS 11150 Overbrook Rd,russell.schneemeyer@ubs.com,,Salesforce
151500,,Alan Foxton,,[Unknown],foxton.alan@gmail.com,,
9585716,,Dennis Lowenfels,,,dennis@exchangetradedconcepts.com,,List import
231836,, -,,[[Unknown]],financenews5000@gmail.com,,Organic Search
10868004,Inactive Investor,Jeffrey Fitzpatrick,,NYLIFE Securities LLC Waterloo IA 3116 Brockway Rd,jfitzpatrick@ft.newyorklife.com,,Salesforce
11207714,Inactive Investor,Frederick Sernatinger,Client Associate,"Wells Fargo Clearing Services, LLC Eugene OR 975 Oak St",frederick.sernatinger@wellsfargoadvisors.com,,Salesforce
10778283,Inactive Investor,William McKenna,Financial Advisor,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,bill.mckenna@morganstanley.com,,Salesforce
11166260,Inactive Investor,Ellen Wu,Senior Client Associate;Senior Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,ellen.j.wu@ubs.com,,Salesforce
11236464,Inactive Investor,Michael Jeppson,Research Analyst,"Jeppson Wealth Management, LLC",,,Salesforce
9562507,,William Jaconette,,,jaconette.bill@principal.com,,List import
232021,, -,,[[Unknown]],davebarr34@gmail.com,,Paid Social
10944235,Inactive Investor,Bobby Sharp,,Kovack Securities Inc. Adel GA 102 N Hutchinson Ave,bobby@kovacksecurities.com,,Salesforce
10768351,Inactive Investor,Mila Chitwood,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lexington KY 300 W Vine St",mila_chitwood@ml.com,,Salesforce
9597013,,Olga Vanagaite,,,olga@keyhavencapital.com,,List import
11086491,Inactive Investor,Gerald White,Financial Advisor,Edward Jones Boaz AL 10776 Al Hwy 168,gerald.white@edwardjones.com,,Salesforce
11165290,Inactive Investor,Tammy Paredes,,Fidelity Brokerage Services LLC San Jose CA 4160 N 1st St,,,Salesforce
9620243,,TONG KIN YIP,,,tong8guitar@hotmail.com,,List import
10816146,Inactive Investor,Moses Mendez,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 3949 S Lamar Blvd",moses.mendez@wellsfargo.com,,Salesforce
10992011,Inactive Investor,Christopher Quincy,Senior Compliance Specialist,United Planners' Financial Services of America A Limited Partner,,,Salesforce
9602721,,Gregory Stein,,,gstein@metlife.com,,List import
10973562,Inactive Investor,Andrew Johar,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,aryan.johar@fmr.com,,Salesforce
11185680,Inactive Investor,Matthew Ruppe,Financial Advisor,LPL Financial LLC San Antonio TX 18750 Stone Oak Pkwy,matthew.ruppe@lpl.com,,Salesforce
11092732,Inactive Investor,Kelly Smith,,"Ameriprise Financial Services, LLC Crown Point IN 11480 Broadway",kelly.m.smith@ampf.com,,Salesforce
9584747,,Charles Laven,,,claven@forsythstreet.com,,List import
11254961,Inactive Investor,Audrey Onufrock,Financial Advisor;Vice President,"Stenger Family Office, LLC Ann Arbor MI Private Residence",,,Salesforce
10901739,Inactive Investor,Curry Hartman,Client Service Associate,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,curry.hartman@morganstanley.com,,Salesforce
10999423,Inactive Investor,Taj Hemming,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,taj_hemming@vanguard.com,,Salesforce
10918351,Inactive Investor,Shawn McIntyre,,"Advanced Advisor Group, LLC Bemidji MN 613 Roosevelt Rd SE",,,Salesforce
11142023,Inactive Investor,Nadia Sajovie,,Cetera Investment Services LLC Cleveland OH 55 Public Sq,,,Salesforce
10853303,Inactive Investor,James Hardaman,,"Raymond James Financial Services, Inc. Gulfport MS 416 Security Sq",,,Salesforce
10913586,Inactive Investor,Liam Airey,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10827977,Inactive Investor,Michael Heideman,Financial Advisor,"Ameriprise Financial Services, LLC New London WI 510 W North Water St",michael.j.heideman@ampf.com,,Salesforce
10648125,,Daniel Haykin,,,daniel@haykinwealthmanagement.com,,List Import
11208759,Inactive Investor,Jose Monroy,Financial Advisor,Edward Jones Scotch Plains NJ 2277 South Ave,jose.monroy@edwardjones.com,,Salesforce
11153960,Inactive Investor,Ray Poole,,State Farm VP Management Corp. Batesville MS 703 Hwy 6 E,,,Salesforce
11061066,Inactive Investor,Michael Hess,,LPL Financial LLC Minneapolis MN 505 Hwy 169 N,,,Salesforce
10762375,Inactive Investor,Hon Chau,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 1 Penn Plz",hon.p.chau@wellsfargoadvisors.com,,Salesforce
10971478,Inactive Investor,Maria Giraldo,,Vanguard Marketing Corporation,maria_giraldo@vanguard.com,,Salesforce
10810166,Inactive Investor,Michael Miller,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 8075 N Hayden Rd",,,Salesforce
197639,,Munish Vasisht,,Genentech,mvasisht@gmail.com,6503925318,
370915,,Akash Patel,,United States,aapatel249@gmail.com,,Salesforce
9620108,,Wayne Shirreffs,,,wayne@lysoft.com,,List import
11061267,Inactive Investor,Ryan Peterson,,"Cambridge Investment Research, Inc. Keller TX 1670 Keller Pkwy",,,Salesforce
10764458,Inactive Investor,Thomas Mathis,Branch Manager;Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Tyler TX 909 E Southeast Loop 323,thomas.mathis@morganstanley.com,,Salesforce
11236571,Inactive Investor,Peter Thaldorf,Advisor,Redwood Private Wealth Minneapolis MN 3800 American Blvd W,,,Salesforce
10808359,Inactive Investor,Peter Russell Carmack,Financial Advisor,LPL Financial LLC Lees Summit MO 405 SW Waterfall Ct,peter.carmack@lpl.com,,Salesforce
10823497,Inactive Investor,Joshua Wilson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",,,Salesforce
9557479,,Lauren Venable,,,laurenvenable0@gmail.com,,List import
11205216,Inactive Investor,Alyse Davis,,"Pruco Securities, LLC. Fort Washington PA 600 Office Center Dr",alyse.davis@prudential.com,,Salesforce
10616413,,Laura Powell,,,laura.c.stevens@jpmorgan.com,,List Import
11013770,Inactive Investor,Sheri Shull,,"Allstate Financial Services, LLC Mesa AZ 55 S 63rd St",sherishull@allstate.com,,Salesforce
10829018,Inactive Investor,Patricia Marazuela,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,patricia.marazuela@jpmorgan.com,,Salesforce
10979542,Inactive Investor,James Palmiotto,,"Bankers Life Securities, Inc. Spring Hill FL 1510 Pinehurst Dr",james.palmiotto@bankerslife.com,,Salesforce
11114043,Inactive Investor,David Gay,,Cetera Advisor Networks LLC New Haven CT 470 James St,,,Salesforce
336706,,Marcia Glass,"Vice President, Capital Markets",Centersquare Investment Management Llc,mglass@centersquare.com,610-834-9500,Manual List Upload
9619170,,A B,,,a@163.com,,List import
10919271,Inactive Investor,Heidi Burgoyne,,"Ausdal Financial Partners, Inc. Boise ID Private Residence",,,Salesforce
222633,,HU BEI,,[Unknown],vip.bain@gmail.com,,
3044327,,Bob Hope,,,bobhope@gmail.com,,
4284710,,Todd Cropsey,,,todd@certifiedinternational.com,,Web Form Fillout
10978000,Inactive Investor,Karla Zuniga-Lopez,,"Wells Fargo Clearing Services, LLC Cary NC 1201 Walnut St",,,Salesforce
10825737,Inactive Investor,Mark Van Uden,Financial Advisor;Vice President,Morgan Stanley Irvine CA 1901 Main St,mark.vanuden@morganstanley.com,,Salesforce
10859698,Inactive Investor,Joseph Lager,Director - Tax and Accounting;Shareholder,"Eaglestone Wealth Advisors, Inc.",jlager@estwa.com,,Salesforce
81124,,Rachel Madrazo,,United States,rachel.diaz1112@yahoo.com,,
11029452,Inactive Investor,Mindy Mondaro,,"Principal Securities, Inc. Whippany NJ Private Residence",mondaro.mindy@principal.com,,Salesforce
10785435,Inactive Investor,Steven Teselle,Owner,"Dorato Capital Management, LLC",steselle@doratocapital.com,,Salesforce
10644226,,Nicole Kuhn,,,nicole.dalebroux@morganstanley.com,,List Import
11178202,Inactive Investor,James Deer,Investment Executive,"Osaic Institutions, Inc. Port Clinton OH 200 SE Catawba Rd",james.deer@osaicinstitutions.com,,Salesforce
11200364,Inactive Investor,Sharon McCaslin,Assistant Vice President;Portfolio Management Associate,Morgan Stanley Troy MI 101 W Big Beaver Rd,sharon.k.mccaslin@morganstanley.com,,Salesforce
11151059,Inactive Investor,Juan Aguilar,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Bellevue WA 2700 Richards Rd",juan.aguilar@tfaconnect.com,,Salesforce
2337641,,Telly Westerlage,,,tellywesterlage@gmail.com,,
10922365,Inactive Investor,Deborah Markey,,"Truist Investment Services, Inc. Richmond VA 1001 Semmes Ave",deborah.markey@truist.com,,Salesforce
11234003,Inactive Investor,Daniel Raymond,,"Zeus Financial, LLC",,,Salesforce
10850687,Inactive Investor,Alexander Hammock,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11025589,Inactive Investor,Stephen Lewis,,J.P. Morgan Securities LLC San Antonio TX 22203 W Interstate 10,s.lewis@jpmorgan.com,,Salesforce
11018475,Inactive Investor,Daniel Newfont,Senior Portfolio Manager,"TIAA-CREF Individual & Institutional Services, LLC Lexington KY 2365 Harrodsburg Rd",dann.newfont@tiaa.org,,Salesforce
10760172,Inactive Investor,Stuart Woody,,Goldman Sachs & Co.,stuart.woody@gs.com,,Salesforce
9606377,,Gibson Bosworth,,,gbosworth@reliance-financial.com,,List import
10999244,Inactive Investor,Kimberly Fuchs,,"First Command Brokerage Services, Inc. Bonita Springs FL 9240 Bonita Beach Rd SE",klfuchs@firstcommand.com,,Salesforce
10911152,Inactive Investor,Sarah Cobb,Financial Advisor,"Cahaba Wealth Management, Inc.",sarah.cobb@cahabawealth.com,,Salesforce
10898657,Inactive Investor,Robin Roden,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9629260,,Robert Chesney,,,thechez01@outlook.com,,List import
11166015,Inactive Investor,April Leffingwell,Senior Client Specialist,Robert W. Baird & Co. Incorporated Mequon WI 1539 W Market St,aleffingwell@rwbaird.com,,Salesforce
9547082,,Jaksa Puljiz,,,jpuljiz@gmail.com,,List import
11007620,Inactive Investor,Philip Browning,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,philip.browning@primerica.com,,Salesforce
9641453,,Charles Ferrante,,,charlesferrante@protonmail.com,,List import
336622,,Jeff Powell,Wealth Advisor,Cornerstone Wealth,jpowell@cwgadvisors.com,704-987-3410,Manual List Upload
10965134,Inactive Investor,Courtney Valentine,Financial Advisor,"Kropog Financial Group, LLC",,,Salesforce
11003304,Inactive Investor,Anthony Gagnon,,"Avantax Investment Services, Inc.",,,Salesforce
10799091,Inactive Investor,James Silbernagel,,"Concorde Investment Services, LLC Kewaskum WI 114 Main St",,,Salesforce
11060118,Inactive Investor,Brian Silvestri,,"Silvestri Financial and Tax Advisors, Inc",,,Salesforce
868,,,,,j.senescu@centurylink.net,,
11119440,Inactive Investor,Stewart Oaten,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,stewart.oaten.r1xq@statefarm.com,,Salesforce
5765344,,Diane Anderson,,Solo practitioner,dma234@gmail.com,3125137808,Web Form Fillout
10871363,Inactive Investor,Oliver Blanco Maldonado,First Vice President,Morgan Stanley Houston TX 717 Texas St,oliver.blanco@morganstanley.com,,Salesforce
10807745,Inactive Investor,Peyton Parker,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ridgeland MS 1022 Highland Colony Pkwy",peyton.parker@ml.com,,Salesforce
11222988,,Andrew Lam,,,andrewlam@strategentfinancial.com,,List Import
11206431,Inactive Investor,Robert Niederhausen,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9540469,,Andy Bromberg,,,andy@coinlist.co,,List Import
11015231,Inactive Investor,Jennifer Blatt,,"Osaic Wealth, Inc. Columbus OH 300 W Wilson Bridge Rd",,,Salesforce
11068827,Inactive Investor,Craig Brigman,Financial Advisor,"Kestra Investment Services, LLC Roanoke VA 351 Campbell Ave SW",craig.brigman@edwardjones.com,,Salesforce
10837222,Inactive Investor,Thomas Mooney,,Stonex Securities Inc. Orland Park IL 7600 Hemlock Dr,,,Salesforce
9555380,,Robert Fix,,,rfix@williamblair.com,,List import
10920540,Inactive Investor,Kuljit Bhogal,,"MML Investors Services, LLC Marlton NJ 401 Rte 73 N",,,Salesforce
9552792,,?? ?,,,asdfl5959@naver.com,,List import
108992,,Nick Fall,Managing Director,Barclays,njfall@gmail.com,917 697 4699,
371062,,Vipul Chokshi,,United States,vchokshi1@gmail.com,,Salesforce
10935408,Inactive Investor,Nico Rivellini,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,nico.rivellini@fmr.com,,Salesforce
10902270,Inactive Investor,Nathaniel Anthony,,"Raymond James Financial Services, Inc. Dayton OH 2299 Miamisburg Centerville Rd",nathaniel.anthony@raymondjames.com,,Salesforce
10843808,Inactive Investor,Charles Lawson,Chief Compliance Officer;Owner;President,"Heritage Financial Network, Inc.",,,Salesforce
10917372,Inactive Investor,Patrick Carney,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC San Antonio TX 10001 Reunion Pl",patrick.carney@ampf.com,,Salesforce
11051803,Inactive Investor,Margaret Chan,,"Osaic Wealth, Inc. Los Gatos CA 16615 Lark Ave",,,Salesforce
10899624,Inactive Investor,Kersten Vamvakas,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10772036,Inactive Investor,Edward Borer,Chairman,"Borer Denton & Associates, Inc.",,,Salesforce
355,,,,,pamwillits09354@bol.com.br,,
10809774,Inactive Investor,Diana Navarre,,"Cambridge Investment Research, Inc. Laguna Beach CA 1278 Glenneyre St",,,Salesforce
10902942,Inactive Investor,Victor Figueira Antunes,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
11005361,Inactive Investor,Roston Willis,,LPL Financial LLC Riverside CA 11801 Pierce St,roston.willis@lpl.com,,Salesforce
10894798,Inactive Investor,Jesus Fierro Ponce,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11144636,Inactive Investor,Darleen Connor,Financial Advisor,Morgan Stanley Buffalo NY 450 Essjay Rd,darleen.connor@morganstanley.com,,Salesforce
11074853,Inactive Investor,David Evans,Senior Investment Advisor,Fisher Investments Plano TX 6504 International Pkwy,d.evans@fi.com,,Salesforce
155126,,P M,,[Unknown],cryptopym@gmail.com,,
11009618,Inactive Investor,Geri Blue,,PFS Investments Inc. Rochester NY 1577 W Ridge Rd,gblue@primerica.com,,Salesforce
9546345,,Craig Johnson,,,cjohnson@wisdirect.com,,List import
352807,,Liliana Delara,Investment Adviser Representative,"Royal Fund Management, Llc",liliana@royalfundmanagement.com,352-750-1637,Manual List Upload
10822382,Inactive Investor,Roberta Smith,Financial Advisor,"Northwestern Mutual Investment Services, LLC Charleston WV 601 Tennessee Ave",roberta.smith@nm.com,,Salesforce
11193277,Inactive Investor,J McLaughlin,Managing Director;Portfolio Manager,Robert W. Baird & Co. Incorporated,rmclaughlin@rwbaird.com,,Salesforce
10785056,Inactive Investor,Andrea Dalton,,Vanguard Marketing Corporation,andrea_dalton@vanguard.com,,Salesforce
11028885,Inactive Investor,Kelly Warner,,Edward Jones,,,Salesforce
11089873,Inactive Investor,Alexander Shapses,,"The Leaders Group, Inc.",,,Salesforce
10966666,Inactive Investor,Jose Rodriguez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",jose.lopez_rodriguez@ml.com,,Salesforce
11163809,Inactive Investor,Martin Newton,Financial Advisor,Edward Jones Columbia IL 332 Wedgewood Sq,marty.newton@edwardjones.com,,Salesforce
9644099,,Michael Musumeci,,,italiamoose@verizon.net,,List import
11116527,Inactive Investor,Patricia Figueroa,,"Wells Fargo Clearing Services, LLC Chino CA 12455 Central Ave",patricia.figueroa@wfadvisors.com,,Salesforce
11149798,Inactive Investor,Jack Liston,,Institutional Securities Corporation Dallas TX 12720 Hillcrest Rd,jliston@iscgroup.com,,Salesforce
10758339,Inactive Investor,Stephen Blaber,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,stephen.blaber@ubs.com,,Salesforce
10757943,Inactive Investor,Dushyant Shah,Financial Advisor,LPL Financial LLC Weston MA 83 Loring Rd,dushyant.shah@lpl.com,,Salesforce
9615523,,Ushma Parmar,,,ushma.parmar@bosonic.digital,,List import
11164691,Inactive Investor,Michael Caceres,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
56646,,Kevin Smole,,Fidelity Personal and Workplace Advisors,kevin.smole@fidelity.com,,
11031541,Inactive Investor,Wesley Gray,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Executive Manager;Regulatory Contact,Alpha Architect,wes@alphaarchitect.com,,Salesforce
8912706,,Paolo Sardella,,,carmenultima10@gmail.com,,Web form fillout
10853843,Inactive Investor,Eric Williams,,Cetera Investment Services LLC Ocala FL 1700 SW 17th St,,,Salesforce
9548130,,James Vanderbilt,,,james.vanderbilt@securitiesamerica.com,,List import
10928637,Inactive Investor,Steven Schiff,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 1 Town Center Rd",steven.schiff@bofa.com,,Salesforce
189294,,Jon Wanzek,,[Unknown],jon@wanzek.us,,source
11202170,Inactive Investor,Brooke Manfredi,Partner;Senior Client Advisor,"Foster Dykema Cabot & Partners, LLC Boston MA 101 Arch St",bmanfredi@fdcpartners.com,,Salesforce
11025219,Inactive Investor,Brian Pansky,Financial Advisor;Portfolio Manager,Morgan Stanley Reno NV 5390 Kietzke Ln,brian.a.pansky@morganstanley.com,,Salesforce
10647342,,Kathleen Mccarthy,,,kathleen.mccarthy@tfaconnect.com,,List Import
11112379,Inactive Investor,David Harden,,"Principal Securities, Inc.",harden.dave@principal.com,,Salesforce
10906367,Inactive Investor,Theresa Chao,Senior Client Relationship Specialist,"Charles Schwab & Co., Inc. San Francisco CA 3478 California St",theresa.chao@schwab.com,,Salesforce
11229281,Inactive Investor,Patrick Butler,Financial Advisor Trainee,"Raymond James & Associates, Inc. Cary NC 175 Regency Woods Pl",patrick.butler@raymondjames.com,,Salesforce
11152740,Inactive Investor,Matthew Guthrie,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",matthew.guthrie@valic.com,,Salesforce
10902158,Inactive Investor,Leanne Breiner,,J.P. Morgan Securities LLC Brecksville OH 8889 Brecksville Rd,leanne.m.breiner@jpmorgan.com,,Salesforce
10811153,Inactive Investor,Steven Scholl,,National Bank of Canada Financial Inc.,,,Salesforce
11220446,,Anne Putnam,,,aputnam@fenimoreasset.com,,Other
9600061,,Evangelos Paizis,,,evangelos.paizis@gmail.com,,List import
10782046,Inactive Investor,Matthew Gershon,Financial Advisor;First Vice President,Morgan Stanley New York NY 55 E 52nd St,matthew.gershon@morganstanley.com,,Salesforce
10862765,Inactive Investor,Teresa Haley,,"Wells Fargo Clearing Services, LLC Daytona Beach FL 1540 Cornerstone Blvd",,,Salesforce
10758627,Inactive Investor,Thomas Cush,First Vice President - Wealth Management;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",thomas_cush@ml.com,,Salesforce
11198003,Inactive Investor,William Humber,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Tuscaloosa AL 1490 N Bank Pkwy",,,Salesforce
11098448,Inactive Investor,Bret Waering,,Park Avenue Securities LLC Brentwood TN 9019 Overlook Blvd,bret_waering@glic.com,,Salesforce
9558431,,Steve Peterson,,,s.j.peterson@comcast.net,,List import
9641603,,Brian McKinney,,,brianruns2@gmail.com,,List import
10802293,Inactive Investor,Nicole Hawkins-Normand,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fredericksburg VA 910 Princess Anne St",,,Salesforce
10910638,Inactive Investor,Amit Grover,,Citigroup Global Markets Inc.,grover.amit@citigroup.com,,Salesforce
10646155,,William Eggert,,,bill@eggertfinancial.net,,List import
11158644,Inactive Investor,Carol Sheffield,Chief Operations Officer;Regulatory Contact,"Per Stirling Capital Management, LLC",csheffield@perstirling.com,,Salesforce
9541776,,David Goldman,,,dmgbillme@gmail.com,,List import
9580108,,Matthew Kelly,,,mkelly@alleghenyfinancial.com,,List import
10613105,,James Gallego,"Financial Advisor, Senior Financial Advisor",,james.r.gallego@ml.com,,List Import
11229471,Inactive Investor,Maraud Pemberton,Financial Advisor;Financial Professional;Principal;Securities Registered Representative,"Principal Securities, Inc. Tampa FL 4830 W Kennedy Blvd",pemberton.maraud@principal.com,,Salesforce
10875803,Inactive Investor,Robert Donovan,Financial Advisor,"RBC Capital Markets, LLC Portland ME 2 Portland Sq",,,Salesforce
10913099,Inactive Investor,Maurice Naylon,,San Blas Securities LLC,maurice.naylon@sanblassecurities.com,,Salesforce
10821505,Inactive Investor,Michael Ross,Executive Director,UBS Financial Services Inc. Houston TX 2525 Bay Area Blvd,mike.ross@ubs.com,,Salesforce
11195634,Inactive Investor,David Schlein,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
9569130,,Abraham Narvaez Jr,,,abenarvaez@gmail.com,,List import
183727,,Gautham Sridhar,,[Unknown],gauthamsridhar8670@gmail.com,,Direct
10489335,,Bruce Pratt,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,bruce.pratt@ubs.com,,List Import
11071879,Inactive Investor,Victoria Nixon,,"Raymond James Financial Services, Inc. Silverdale WA 4102 NW Anderson Hill Rd",victoria.nixon@raymondjames.com,,Salesforce
10869477,Inactive Investor,Daniel Drahos,,Stirlingshire Investments,,,Salesforce
11003900,Inactive Investor,Juan Gutierrez,,J.P. Morgan Securities LLC Palm Beach FL 411 S County Rd,juan.betancourt@jpmorgan.com,,Salesforce
10945833,Inactive Investor,Conor Hanko,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9570793,,Eitan Bernstein,,,ebernstein@angelogordon.com,,List import
11124532,Inactive Investor,Marissa Pope,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,marissa.pope@thrivent.com,,Salesforce
11091955,Inactive Investor,Roman Koyes,,J.P. Morgan Securities LLC New York NY 147 E 86th St,roman.koyes@jpmorgan.com,,Salesforce
338508,,Brandon Nielson,Managing Partner & Co-founder,"Keystone National Group, Llc",bnielson@keystonenational.net,925-480-6050,Manual List Upload
11139145,Inactive Investor,Melinda Malick,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,melinda.malick@jpmorgan.com,,Salesforce
11085408,Inactive Investor,Scott Huelskamp,,Thrivent Investment Management Inc. Denver CO 501 S Cherry St,shuelskamp@pksinvest.com,,Salesforce
10814065,Inactive Investor,Ciji McWilliams,,LPL Financial LLC Slidell LA Private Residence,ciji.mcwilliams@lpl.com,,Salesforce
10952904,Inactive Investor,Alexandra Webster,,Fidelity Brokerage Services LLC Hopkins MN 11450 Wayzata Blvd,,,Salesforce
10910330,Inactive Investor,Michael Muehling,,"Osaic Wealth, Inc. Beatrice NE 301 S 6th St",,,Salesforce
9638170,,Brendan McCarthy,,,bmccarthy@nyesledge.com,,List import
9567968,,Percy Wong,,,percympwong@gmail.com,,List import
11043742,Inactive Investor,Mark Sebring,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Rochester MN 102 S Broadway",sebringm@stifel.com,,Salesforce
10916283,Inactive Investor,Carl Foster,,PFS Investments Inc. Albuquerque NM 100 Sun Ave NE,carlanthony.foster@primerica.com,,Salesforce
9552930,,Timothy Gianos,,,tim.gianos@mcgladrey.com,,List import
44256,,Michael Breed,Financial Advisor,"SunTrust Advisory Services, Inc.",michael.breed@suntrust.com,678-526-6806,
10791747,Inactive Investor,Beth Deal,Private Wealth Advisor,"Ameriprise Financial Services, LLC Hickory NC 318 2nd Ave NW",beth.l.deal@ampf.com,,Salesforce
10768476,Inactive Investor,Peter Miller,,"Northwestern Mutual Investment Services, LLC Knoxville TN 110 Triplett Ln",peter.miller@nm.com,,Salesforce
9621314,,Sam Matalka,,,sammatalka@yahoo.com,,List import
11042580,Inactive Investor,Leslie Kurata,,NYLIFE Securities LLC Honolulu HI 3216 Olu St,llkurata@ft.newyorklife.com,,Salesforce
10984051,Inactive Investor,Amelia Figueroa,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cedar Park TX 201 W Whitestone Blvd",amelia.j.figueroa@ml.com,,Salesforce
11064260,Inactive Investor,Zachary Rigdon,,NYLIFE Securities LLC San Ramon CA 5000 Executive Pkwy,zrigdon@ft.newyorklife.com,,Salesforce
11093210,Inactive Investor,Darrick Huber,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
9624333,,Sanjay Mendis,,,sanjaymendisis@gmail.com,,List import
347383,,Sean Wallace,,"North Square Investments, Llc",swallace@northsquareinvest.com,312-857-2160,Manual List Upload
9594827,,Jacky Clouâtre,,,jackjack180@gmail.com,,List import
10616279,,Daniel Moy,,,daniel.moy@lpl.com,,List Import
11192881,Inactive Investor,Matthew Janssen,Senior Relationship Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,matthew.janssen@morganstanley.com,,Salesforce
10784902,Inactive Investor,David Lowery,Director - Investments;Founder;Vice President,"Lowery Thomas, LLC Lafayette CA 3685 Mt Diablo Blvd",davidl@lowerythomas.com,,Salesforce
11103114,Inactive Investor,Samantha Gutierrez,,Fidelity Brokerage Services LLC Houston TX 12532 Memorial Dr,samantha.gutierrez@fmr.com,,Salesforce
249171,,Sebright Chen,Chairman and CEO,Summer Atlantic Capital,sebright.chen@summeratlantic.com,,Manual List Upload
9618932,,Sunita Kara,,,sunita.kara@avivainvestors.com,,List import
141740,,Benjamin Christensen,"Partner, Senior Wealth Advisor","Frontier Wealth Management, LLC",ben.christensen@frontierwealth.com,316-252-1386,
11180068,Inactive Investor,Kevin Bachman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11152643,Inactive Investor,Neal Fiorino,,Mutual of America Securities LLC Houston TX 3040 Post Oak Blvd,neal.fiorino@mutualofamerica.com,,Salesforce
11172395,Inactive Investor,Kimberly Thibodeau,Financial Advisor,Edward Jones South Bend IN 5838 W Brick Rd,kimberly.thibodeau@edwardjones.com,,Salesforce
10925015,Inactive Investor,William Walker,,Stonex Securities Inc. Medina OH Private Residence,,,Salesforce
11122943,Inactive Investor,Michael Duckworth,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,michael.duckworth@jpmorgan.com,,Salesforce
5651836,,Malkijah Griffiths,,,mgriffiths@teamrealtalk.com,,Web form fillout
10895821,Inactive Investor,Kevin Nichols,,"International Assets Advisory, LLC Alma MI 323 Gratiot Ave",knichols@iaac.com,,Salesforce
11232040,Inactive Investor,Michael Hemauer,,Robert W. Baird & Co. Incorporated,mhemauer@rwbaird.com,,Salesforce
11173529,Inactive Investor,Charles Rose,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",charles.rose@equitable.com,,Salesforce
10900038,Inactive Investor,Priscilla Sabates,Financial Advisor,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,priscilla.sabates@ubs.com,,Salesforce
341066,,Raymond Ciccarelli,"Vice-President, Owner",Ciccarelli Advisory Services Inc,ciccadv@cas-rocny.com,(716) 383-0060,Manual List Upload
10791350,Inactive Investor,Christy Gatien,Financial Advisor;Portfolio Manager;Senior Vice President,D.A. Davidson & Co. Bellevue WA 10400 NE 4th St,cgatien@dadco.com,,Salesforce
10942997,Inactive Investor,Daniel White,,Jefferies LLC,dwhite@jefferies.com,,Salesforce
10847600,Inactive Investor,Linda Elliott,Senior Client Service Associate,Morgan Stanley Pittsburgh PA 1 PPG Pl,linda.s.elliott@morganstanley.com,,Salesforce
9567627,,Samuel Quoos,,,squoos@commonwealth.com,,List import
11042319,Inactive Investor,Stephen Solverson,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Rochester MI 251 Diversion St",stephen.solverson@raymondjames.com,,Salesforce
10791378,Inactive Investor,Kenneth Graves,Chief Compliance Officer;Chief Investment Officer;Managing Member;Managing Partner,"Capital Research Advisors, LLC",kgraves@capitalresearchadvisors.com,,Salesforce
9587098,,Brian Bertsch,,,brian.bertsch@ekriley.com,,List import
11140735,Inactive Investor,Nia Conley,,GuideStone Financial Services,nia.conley@guidestone.org,,Salesforce
11191871,Inactive Investor,Joseph Miller,,MissionSquare Investment Services,jmiller@icmarc.org,202-962-4600,Salesforce
9588704,,Matthew Celenza,,,mcelenza@boulevardfw.com,,List import
9601459,,David Kurzweil,,,dkurzweil@suncappart.com,,List import
10839262,Inactive Investor,Faydra Cinquina,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,faydra.bozich@fidelity.com,,Salesforce
10816929,Inactive Investor,Ronak Patel,Financial Advisor,Morgan Stanley New Brunswick NJ 120 Albany St,ronak.patel@morganstanley.com,,Salesforce
10755492,Inactive Investor,Azam Jaber,,Cary Street Partners Austin TX 7000 N Mo Pac Expy,ajaber@carystreetpartners.com,,Salesforce
11113447,Inactive Investor,Lisa Tursi,Financial Advisor,Lincoln Investment Needham Heights MA 117 Kendrick St,ltursi@lincolninvestment.com,,Salesforce
11221414,,Jeffrey Hanna,,,jhanna@clarfeld.com,,List Import
9626785,,Omar Safi,,,omarsafi28@gmail.com,,List import
11127792,Inactive Investor,Kyle Zingone,Financial Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",kyle.zingone@ampf.com,,Salesforce
10804068,Inactive Investor,Blake Hallock,Branch Manager;Portfolio Management Director;Senior Vice President,Morgan Stanley Coral Springs FL 2825 N University Dr,blake.hallock@morganstanley.com,,Salesforce
214145,,Diego Parascandolo,,[Unknown],diego.parascandolo@gmail.com,,Organic Search
10928638,Inactive Investor,Ashley Ott,Wealth Advisor,Commonwealth Financial Network Needham Heights MA 175 Highland Ave,aott@commonwealth.com,,Salesforce
6266847,,Waqar Talib,,,waqartalib424@gmail.com,,Web form fillout
11260926,Inactive Investor,Preston Grundy,Private Client Advisor,"Citizens Securities, Inc. North Reading MA 80 Main St",,,Salesforce
11173657,Inactive Investor,Kristina Fulcher,,Davenport & Company LLC,,,Salesforce
11112125,Inactive Investor,Matthew Robins,Private Wealth Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",matthew.d.robins@ampf.com,,Salesforce
9554370,,david Hamprey,,,davidhamprey@gmail.com,,List import
11137500,Inactive Investor,David Emery,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.emery@fidelity.com,,Salesforce
165974,,Randy Purcell,,[Unknown],randyjpurcell@gmail.com,,Organic Search
11016772,Inactive Investor,Daniel Rosenstein,Financial Advisor,UBS Financial Services Inc. Garden City NY 1055 Franklin Ave,dan.rosenstein@ubs.com,,Salesforce
344443,,Andrea Ross,Assistant,Sgroi Wealth Advisory Group Llc,andrear@sgroifinancial.com,716-674-6700,Manual List Upload
10987767,Inactive Investor,Alexis Giordano,,Edward Jones Oroville CA 2010 5th Ave,,,Salesforce
10596810,,Monte Ferguson,,,monte@pivotalfinancialadvisors.com,,Web Form Fillout
11161238,Inactive Investor,Francisco Carbajales,,Morgan Stanley Miami FL 200 S Biscayne Blvd,francisco.carbajales@morganstanley.com,,Salesforce
10949709,Inactive Investor,Benjamin Lemon,Financial Advisor,LPL Financial LLC Pasadena CA 16 N Marengo Ave,benjamin.lemon@lpl.com,,Salesforce
10921131,Inactive Investor,Jennifer Wyman,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11000540,Inactive Investor,Donald Blowers,Financial Associate,Thrivent Investment Management Inc. Marstons Mills MA 171 Cotuit Rd,ben.blowers@thrivent.com,,Salesforce
11010195,Inactive Investor,Dennis Podzemny,,State Farm VP Management Corp. Canon City CO 1004 S 9th St,,,Salesforce
10618329,,Elias Sanchez,,,elias_sanchez@ml.com,,List Import
9647951,,Ron Mencias,,,ronald_mencias@ml.com,,List import
11011460,Inactive Investor,Thomas Naples,,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,,,Salesforce
11102765,Inactive Investor,Joel Falcon,Banker;Senior Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,joel.falcon@jpmorgan.com,,Salesforce
36271,,Michael Epps,Senior Partner,"MML Investors Services, LLC",michaelepps@financialguide.com,301-355-5811,
10696336,,Danielle Murray,,Invesco,danielle.murray@invesco.com,,List Import
9551477,,Howard Jiang,,,jiangh77@gmail.com,,List import
9648447,,Marco Perea,,,marcoperea6162@outlook.com,,List import
10937210,Inactive Investor,R. Chase,,Thurston Springer Financial Santa Cruz CA 877 Cedar St,,,Salesforce
11054941,Inactive Investor,Mara Bralove,Director - Alternative Investments;Financial Advisor;Financial Wealth Advisor;Managing Director;Portfolio Management Director,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,mara.bralove@morganstanley.com,,Salesforce
10866203,Inactive Investor,Diane Flaherty,,"Securities Management & Research, Inc. Itasca IL Private Residence",dflaherty@smrone.com,,Salesforce
374171,,GLENN FREDRICK,,United States,gfredrick@me.com,,release
223412,,Salem Bastami,Student,AUB,stb07@mail.aub.edu,,
10984907,Inactive Investor,Danielle Ott,,"Osaic Wealth, Inc. Windsor CO 628 Main St",,,Salesforce
9646943,,Arun Agarwal,,,arun.agarwal.md@gmail.com,,List import
11074513,Inactive Investor,Shawn Copeland,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Englewood CO 7800 E Orchard Rd",shawn.copeland@nm.com,,Salesforce
11091800,Inactive Investor,Gary Conley,Financial Advisor,"Pruco Securities, LLC. Bloomington IL 2404 E Empire St",gary.conley@prudential.com,,Salesforce
10943026,Inactive Investor,Preston Miller,,"Benjamin F. Edwards & Company, Inc.",,,Salesforce
10837707,Inactive Investor,Connie Falon,Senior Financial Advisor,Commonwealth Financial Network Yakima WA 222 W Yakima Ave,cfalon@commonwealth.com,,Salesforce
11002693,Inactive Investor,Andrew Harrell,,"Kestra Investment Services, LLC Lutherville Timonium MD 16 Greenmeadow Dr",,,Salesforce
10836809,Inactive Investor,Timothy Gardner,Private Wealth Advisor,"Ameriprise Financial Services, LLC Monroeville PA 3824 Northern Pike",,,Salesforce
11155212,Inactive Investor,Blake Smith,,Ally Invest Securities LLC Lewisville TX 2911 Lake Vista Dr,,,Salesforce
371211,,Frank Lee,,[Unknown],frank@franklinlee.com,,source
10928062,Inactive Investor,Jeremiah Waldron,,"Farmers Financial Solutions, LLC Peoria AZ 9460 W Peoria Ave",,,Salesforce
10618023,,Kenneth Lechman,,,kenneth.lechman@huntington.com,,List Import
9598036,,Diane Wagathare,,,dwagathare@gmail.com,,List import
10817844,Inactive Investor,Kevin Rathert,,State Farm VP Management Corp. Wichita KS 2929 N Rock Rd,kevin.r.rathert.gopk@statefarm.com,,Salesforce
11210836,Inactive Investor,Maria Flores,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11201805,Inactive Investor,James Golden,Financial Advisor,Edward Jones Littleton CO 8500 W Bowles Ave,jimmy.golden@edwardjones.com,,Salesforce
9549004,,alex wang,,,alexandra6154@gmail.com,,List import
10930948,Inactive Investor,Aaron Hillman,Financial Advisor;Financial Planner;Investment Advisor;President;Principal,Skyline Financial Northwest,aaron@skylinefinancialnw.com,,Salesforce
11079784,Inactive Investor,Elizabeth Rizza,Private Client Banker,J.P. Morgan Securities LLC Newport Beach CA 551 Newport Center Dr,liz.rizza@chase.com,,Salesforce
215591,,Robert Boroujerdi,Managing Director,Third Point LLC,rboroujerdi@thirdpoint.com,1-212-224-7400,Database Upload
245972,,Not Provided,Vice President,Targeted Victory,tiffany.angulo7@gmail.com,,Manual List Upload
10934582,Inactive Investor,Glenn Crawford,Financial Planner,"Western International Securities, Inc. Westlake Village CA 2555 Townsgate Rd",gcrawford@wisdirect.com,,Salesforce
11203131,Inactive Investor,Verena Woloson,,"Allegheny Investments, Ltd.",vwoloson@alleghenyfinancial.com,,Salesforce
5340981,,ghjhgj lamfa,,,dolacow902@sunetoa.com,,Web Form Fillout
9573600,,Michael Tatarko,,,mtatarko@alleghenyfinancial.com,,List import
8926426,,Ming Wang,,,im.code2life@gmail.com,,Web form fillout
10975971,Inactive Investor,Steven Callaghan,,Vanguard Marketing Corporation,steven_callaghan@vanguard.com,,Salesforce
11197571,Inactive Investor,Craig Freidel,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mitchell SD 2605 N Main St",craig.s.freidel@stifel.com,,Salesforce
9612756,,RJ Malenfant,,,rimal@umich.edu,,List import
51476,,Jon Stamberger,Financial Advisor,Eagle Strategies LLC,jmstamberger@eaglestrategies.com,440-554-0616,
11230288,Inactive Investor,Gavin Knight,,NYLIFE Securities LLC Centerville IA 1900 S 18th St,,,Salesforce
9622205,,Terence Mcaleavy,,,john.mcaleavy77@gmail.com,,List import
10900414,Inactive Investor,William Emmet,Private Client Advisor,J.P. Morgan Securities LLC Portland ME 480 Congress St,,,Salesforce
10839832,Inactive Investor,Thomas O'Rourke,Advisor,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,to-rourke@rockco.com,,Salesforce
9597517,,Tara Fuselier,,,tara.fuselier@southernwealth.com,,List Import
9624426,,H. Jon Miller,,,hjm2@ntrs.com,,List import
10947564,Inactive Investor,Jennifer Buford,Private Client Advisor,J.P. Morgan Securities LLC Fort Collins CO 2000 S College Ave,jennifer.buford@jpmorgan.com,,Salesforce
11022473,Inactive Investor,Elijah Sheehan,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",elijah.sheehan@empower.com,,Salesforce
10838239,Inactive Investor,Geoffrey Thompson,Wealth Advisor,LPL Financial LLC Bloomfield Hills MI Private Residence,geoffrey.thompson@lpl.com,,Salesforce
9602132,,Ivan Luis,,,ivan_luis95@outlook.com,,List import
9549716,,Ahmet Kildis,,,matt.kildis@53.com,,List import
10858881,Inactive Investor,Nicholas Webster,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Brookfield WI 18500 W Corporate Dr",nicholas.webster@rbc.com,,Salesforce
10759411,Inactive Investor,Scott Barth,Financial Consultant,Thrivent Investment Management Inc. Madison WI 708 Heartland Trl,scott.barth@thrivent.com,,Salesforce
11090261,Inactive Investor,Dallan Maas,,"ATX Financial Planning, LLC",dallan@atxfinancialplanning.com,,Salesforce
9577810,,Ted Melton,,,oeht66@gmail.com,,List import
11125390,Inactive Investor,Kevin Nichols,Financial Advisor,LPL Financial LLC Oklahoma City OK 211 N Robinson Ave,kevin.g.nichols@lpl.com,,Salesforce
244433,,Luigi Assante,ETF Product Marketer,Invesco,luigi.assante@invesco.com,212 3235992,Manual List Upload
11131646,Inactive Investor,John Parlapiano,Principal,"Franklin, Parlapiano, Turner & Welch LLC",johnparlapiano@fptwllc.com,,Salesforce
11034887,Inactive Investor,Bella Palacio,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,bella.palacio@primerica.com,,Salesforce
10974945,Inactive Investor,Ry Cardeilhac,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
49415,,Joel Revak,,Thrivent Investment Management Inc.,joel.revak@thrivent.com,715-858-0953,
9634486,,Charles Charles,,,fritzh@smithmoore.com,,List import
10863155,Inactive Investor,Nicholas Payne,Financial Advisor,Edward Jones Dalton GA 1209 W Walnut Ave,nick.payne@edwardjones.com,,Salesforce
10949892,Inactive Investor,Yovanka Burgos,,J.P. Morgan Securities LLC Hackensack NJ 505 Main St,yovanka.burgos@chase.com,,Salesforce
11044814,Inactive Investor,William Hastie,,Commonwealth Financial Network Salinas CA 307 Main St,whastie@commonwealth.com,,Salesforce
10996015,Inactive Investor,Jonathan Lakamp,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,jon.lakamp.fdnw@statefarm.com,,Salesforce
10884551,Inactive Investor,Jeremy Altfeder,,"CapFinancial Securities, LLC.",jeremy.altfeder@captrustadvisors.com,,Salesforce
10933185,Inactive Investor,Michael Mock,,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",michaelmock@financialguide.com,,Salesforce
9607837,,Vito Pucci,,,foxglove1292@msn.com,,List import
4748074,,Marat B.,,,vulnshunter@gmail.com,,Web Form Fillout
11053240,Inactive Investor,Dustin Gaar,,State Farm VP Management Corp. Destrehan LA 110 Ormond Center Ct,dustin.gaar.qdnd@statefarm.com,,Salesforce
11176401,Inactive Investor,Heath Courtright,Financial Advisor,LPL Financial LLC Charlotte NC 6135 Park South Dr,,,Salesforce
5967266,,Mehdi Matin,,,semema2015@gmail.com,,Web Form Fillout
9639014,,Robert Smith,,,rob@opaxinv.com,,List import
10928139,Inactive Investor,Jeremy Soboleski,,"Kestra Investment Services, LLC Essex CT 124 Westbrook Rd",,,Salesforce
11092042,Inactive Investor,Nathan McNulty,,"Kestra Investment Services, LLC Lexington KY 1089 Chinoe Rd",,,Salesforce
50173,,Frank Manson,Senior Financial Services Representative,"Principal Securities, Inc.",manson.frank@principal.com,919-833-2000,
11102691,Inactive Investor,Caleb Stear,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Saint Louis MO 12250 Manchester Rd,caleb.stear@jpmorgan.com,,Salesforce
10943725,Inactive Investor,Soumaila Kante,,J.P. Morgan Securities LLC New York NY 615 8th Ave,soumaila.kante@jpmorgan.com,,Salesforce
11186014,Inactive Investor,Kristen Kitzler,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,kristen.burgess@fidelity.com,,Salesforce
339630,,Mark Turner,Associate General Counsel,Rubenstein Partners,mturner@rubensteinpartners.com,215-563-3558,Manual List Upload
10824169,Inactive Investor,Rollyn Wild,Chief Compliance Officer;Chief Executive Officer;Owner;President,"Advisers Investment Management, Inc.",rwild@thecompletesolution.com,,Salesforce
9632522,,Tommy Weir,,,tommy.weir@enaible.io,,List import
10827231,Inactive Investor,Washington Nabong,,J.P. Morgan Securities LLC San Diego CA 3800 5th Ave,washington.nabong@jpmorgan.com,,Salesforce
10824067,Inactive Investor,Cameron Heathcott,Financial Advisor,Edward Jones Conroe TX 2040 N Loop 336 W,cam.heathcott@edwardjones.com,,Salesforce
9613244,,Lori McDonald,,,lori.mcdonald@nuveen.com,,List import
11069342,Inactive Investor,Kelly Holtman,Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC Ogden UT 2225 Washington Blvd",,,Salesforce
10977627,Inactive Investor,Erin Morris,,Vanguard Marketing Corporation,erin_morris@vanguard.com,,Salesforce
10896402,Inactive Investor,Ryan Ashton,,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",,,Salesforce
10881014,Inactive Investor,Gregg Powers,,"Raymond James Financial Services, Inc. Palm Beach Gardens FL 3601 PGA Blvd",gregg.powers@raymondjames.com,,Salesforce
181834,,Billonario Billonario,,[Unknown],billonario05@gmail.com,,
11116756,Inactive Investor,Anna Ward,Branch Manager,"Wells Fargo Clearing Services, LLC",,,Salesforce
11206959,Inactive Investor,Scott Matsumoto,,Mutual of America Securities LLC Honolulu HI 737 Bishop St,scott.matsumoto@mutualofamerica.com,,Salesforce
10760940,Inactive Investor,Gregory Meisel,Senior Portfolio Management Director;Senior Vice President;Sports and Entertainment Director;Wealth Advisor,Morgan Stanley New York NY 1 Penn Plz,gregory.m.meisel@morganstanley.com,,Salesforce
9577569,,Edward Collins,,,etcsuta@live.com,,List import
10771280,Inactive Investor,Cory Logan,,"Pruco Securities, LLC. Newark NJ 213 Washington St",cory.logan@prudential.com,,Salesforce
9979143,,Calum Nix,,,cnix@lamar.edu,,Web Form Fillout
10612110,,David Donovan,"Family Wealth Director, Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Manager, Senior Vice Presid",,david.donovan@morganstanley.com,,List Import
11021117,Inactive Investor,Michael Gurosky,,Cetera Investment Services LLC Talladega AL 215 North St W,,,Salesforce
10775332,Inactive Investor,Charles Larocco,,"Cadaret, Grant & Co., Inc. Webster NY 1633 Empire Blvd",clarocco@ae.cadaretgrant.com,,Salesforce
11212580,Inactive Investor,Kevin O'Connor,Financial Advisor,Edward Jones Littleton CO 2330 W Main St,kevin.oconnor@edwardjones.com,,Salesforce
83555,,Carlos Sotomayor,,Puerto Rico,cs051w@gmail.com,,
10915863,Inactive Investor,Igor Vuletic,Principal,"Matchpoint Capital Management, LLC",igor.vuletic@matchpointcapital.net,,Salesforce
10867420,Inactive Investor,Collin Hall,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9618461,,Jeffery Christian,,,jchristian@avalon-global.com,,List import
11092214,Inactive Investor,Shawn Kowalewski,Financial Advisor,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",shawn.f.kowalewski@wellsfargoadvisors.com,,Salesforce
10934443,Inactive Investor,Eugene Krupitsky,Regional Vice President,PFS Investments Inc. Little Rock AR 3 Innwood Cir,eugene.krupitsky@primerica.com,,Salesforce
10850150,Inactive Investor,Jeffrey Czurak,,"Professional Investment Advisory Services, Inc. Winter Springs FL Private Residence",jeff@piasinc.com,,Salesforce
9648050,,Karam Yousfi,,,karamyousfi@hotmail.com,,List import
10987902,Inactive Investor,Erhwei Huang,,"Globalink Securities, Inc. Monrovia CA 185 W Chestnut Ave",erhwei.huang@globalinkusa.com,,Salesforce
9626368,,John OHALLORAN,,,john@logopromo.com.au,,List import
10850546,Inactive Investor,Luis Rodriguez,Financial Advisor,J.P. Morgan Securities LLC Astoria NY 3818 Broadway,luis.r.rodriguez@jpmorgan.com,,Salesforce
227693,, -,,[Unknown],18fabio.m@gmail.com,,
11154054,Inactive Investor,Dustin Vance,Financial Advisor,Edward Jones Maple Valley WA 23745 225th Way SE,,,Salesforce
11211759,Inactive Investor,Robert Cavens,Financial Advisor,"Ameriprise Financial Services, LLC Eugene OR 2292 Oakmont Way",robert.a.cavens@ampf.com,,Salesforce
10918928,Inactive Investor,Kenneth Devers,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10954671,Inactive Investor,Steven Fleck,Financial Advisor;President,"Packerland Brokerage Services, Inc. Akron OH 484 S Miller Rd",steven_fleck@packerlandbrokerage.com,,Salesforce
9580415,,Thomas Holtz,,,tholtz@fscadvisor.com,,List import
9578050,,Michael Sullivan,,,michael.sullivan@securitiesamerica.com,,List import
10973972,Inactive Investor,Kristin Pettine,,Vanguard Marketing Corporation,kristin_pettine@vanguard.com,,Salesforce
9571218,,Robert Katz,,,rkatz@senvest.com,,List import
11156720,Inactive Investor,Eric Villamater,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Cockeysville MD 303 International Cir,eric.a.villamater@morganstanley.com,,Salesforce
9614132,,Larry Suppan,,,larry.suppan@yahoo.com,,List import
10921317,Inactive Investor,Alison Garner,,"Farmers Financial Solutions, LLC Plano TX 1255 W 15th St",agarner1@farmersagent.com,,Salesforce
11222403,,Michael Coe,,,mcoe@sfai.net,,List Import
10648218,,Kristopher Kelley,,,kristopher.kelley@legacyridgecapital.com,,List Import
9645486,,Hyago Danilo,,,danilordm25@hotmail.com,,List import
11137597,Inactive Investor,John Chavies,Financial Advisor,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",john.chavies@raymondjames.com,,Salesforce
10965317,Inactive Investor,Mackenzie Embrey,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10940783,Inactive Investor,Nancy Libardoni,Financial Advisor,"IBN Financial Services, Inc. Salem MA 70 Washington St",nlibardoni@ibrokernet.com,,Salesforce
11019793,Inactive Investor,Dave Rhoden,,J.P. Morgan Securities LLC Hollywood FL 5545 Sheridan St,dave.rhoden@jpmorgan.com,,Salesforce
11029237,Inactive Investor,Timothy Kulick,,"Denver PWM, LLC Englewood CO 7400 E Arapahoe Rd",tkulick@denverpwm.com,,Salesforce
10963319,Inactive Investor,Zach Sheets,Shareholder,Team Financial Strategies Abilene TX 1174 N 3rd St,,,Salesforce
10923937,Inactive Investor,Matthew Gerth,,Morgan Stanley Dallas TX 2121 N Pearl St,matt.gerth@morganstanleypwm.com,,Salesforce
10657383,,George Parthemore,,,george.parthemore@countryfinancial.com,,List Import
3205064,,Andrew Crawford,,,andrew.crawford@franklintempleton.com,,Web Form Fillout
10941097,Inactive Investor,Nathan Leopard,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",,,Salesforce
11106722,Inactive Investor,Arthur Everly,Owner;President;Principal;Regulatory Contact,"Wealth Management Resources, Inc.",,,Salesforce
10795333,Inactive Investor,Robert Collins,Financial Advisor;First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 145 W 200 N",robert.collins@ml.com,,Salesforce
11010443,Inactive Investor,Julian Staehely,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",julian.staehely@nm.com,,Salesforce
11135717,Inactive Investor,Dylan Viall,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,dylan.viall@fmr.com,,Salesforce
10658542,,Jessica Gerberi,,,jgerberi@calamos.com,,List import
11007494,Inactive Investor,Ludmila Baynard,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",mila.baynard@ml.com,,Salesforce
11087156,Inactive Investor,Stephen Vircks,Financial Advisor,Edward Jones Renton WA 10700 SE 174th St,steve.vircks@edwardjones.com,,Salesforce
9542710,,c. Craig Patterson,,,c.craig@columbia.edu,,List import
10949345,Inactive Investor,Payal Saraf,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
10961850,Inactive Investor,Melana Horton,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
339538,,Kerri Finlay,Business Analyst,"Old Ironsides Energy, Llc",kfinlay@oldironsidesenergy.com,617-366-2030,Manual List Upload
10864712,Inactive Investor,Thomas Myers,Chief Executive Officer;Managing Partner,Bordeaux Wealth Advisors,tmyers@bordeauxadvisors.com,,Salesforce
10755401,Inactive Investor,Cory Teleisha,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Clifton Park NY 449 Rte 146",cory_teleisha@ml.com,,Salesforce
9554297,,Joseph Miller,,,jmlrkmlr@gmail.com,,List import
9544762,,Marcelo Rauber,,,marcelo.lrauber@gmail.com,,List import
11001918,Inactive Investor,Felicia Salfran,Manager,"Raymond James & Associates, Inc.",felicia.salfran@raymondjames.com,,Salesforce
189839,,Lisa Franklin,,Lincoln Financial Advisors Corporation,lisa.franklin@lfg.com,800-237-3813,
9551759,,Milton Williams,,,mwilliams@crawfordinvestment.com,,List Import
11028610,Inactive Investor,Ramilo Reyes,Registered Administrative Associate;Senior Analyst,LPL Financial LLC Newport Beach CA 5000 Birch St,ramilo.reyes@lpl.com,,Salesforce
10759939,Inactive Investor,Amy Edwards,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",,,Salesforce
11175917,Inactive Investor,Ryan Gerdts,Financial Advisor,"Raymond James & Associates, Inc. San Jose CA 333 W San Carlos St",ryan.gerdts@raymondjames.com,,Salesforce
194104,,Elizabeth Herrman,,[Unknown],lizherrman@yahoo.com,,source
11197674,Inactive Investor,Kasha Herrmann Flanders,,"LaSalle St Securities, L.L.C. Rhinelander WI 10 E Courtney St",kherrmann@lasallest.com,,Salesforce
10616757,,Miguel Rodriguez Marquez,,,miguel.arodriguez@ml.com,,List Import
10894684,Inactive Investor,Brandt Leslie,,"FBL Marketing Services, LLC Blackfoot ID 686 N Meridian St",brandt.leslie@fbfs.com,,Salesforce
10802068,Inactive Investor,David Frank,Financial Advisor;Investment Officer;Managing Director,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",david.s.frank@wellsfargoadvisors.com,,Salesforce
10618830,,Peter Mortimer,,,peter.mortimer@rbc.com,,List Import
7404146,,MdJunaied Mia,,,mdjunaied384@gmail.com,,Web Form Fillout
10819897,Inactive Investor,Rabindra Bhattacharya,,"Westrock Capital Management, Inc.",,,Salesforce
11012927,Inactive Investor,Drake Doyle,,LPL Financial LLC Grand Rapids MI 4500 Cascade Rd SE,drake@assurawealth.com,,Salesforce
10852901,Inactive Investor,Roger Gainer,Investment Advisor Representative,"Heckman Financial & Insurance Services, Inc.",,,Salesforce
10489431,,Maria Carter,Director,"TIAA-CREF Individual & Institutional Services, LLC Plano TX Private Residence",mrcarter@tiaa-cref.org,,List Import
11041174,Inactive Investor,Hala Nakhoul,,"Transamerica Financial Advisors, Inc Cerritos CA 19112 Gridley Rd",hala.nakhoul@tfaconnect.com,,Salesforce
371318,,Ryan Garvey,,self,garveysf@gmail.com,8504453431,Salesforce
207139,,William Ulmer,,[Unknown],shannonulmer@tx.rr.com,,Paid Search
11126934,Inactive Investor,Kevin Reilly,,Park Avenue Securities LLC,kevin_reilly@glic.com,,Salesforce
10882853,Inactive Investor,Scott Cahill,,Purshe Kaplan Sterling Investments Averill Park NY 13 Averill Ave,scahill@pksinvest.com,,Salesforce
10915224,Inactive Investor,Aaron Freedman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",aaron.freedman@rbc.com,,Salesforce
9562596,,Vorakarn Chanyavanich,,,vorakarn@gmail.com,,List import
11135102,Inactive Investor,Lesley Lemessurier,Associate Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 1905 The Alameda",,,Salesforce
9542572,,gdfg dfgdfgdfg,,,jco3000@outlook.com,,List import
11071089,Inactive Investor,Brenda Monk,,LPL Financial LLC Liverpool NY 8135 Soule Rd,brenda.monk@lpl.com,,Salesforce
10826468,Inactive Investor,Richard Marcatos,Executive Director;Family Wealth Director;Financial Advisor;Senior Portfolio Director,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,richard.marcatos@morganstanley.com,,Salesforce
11155526,Inactive Investor,Dana Garrigan,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,danagarrigan@statefarm.com,,Salesforce
10753272,Inactive Investor,Joseph Panetta,Executive Director,Morgan Stanley New York NY 1585 Broadway,joseph.panetta@morganstanley.com,,Salesforce
143895,,Mike Bridges,,Individual,mike@dealbench.com,7138572862,Organic Search
10817830,Inactive Investor,Leslie Jackson-Bridges,Private Client Investment Associate;Vice President,J.P. Morgan Securities LLC Scottsdale AZ 6155 N Scottsdale Rd,leslie.j.jackson@jpmorgan.com,,Salesforce
6327547,,kany bura,,,woyaje8450@fom8.com,,Web Form Fillout
11089997,Inactive Investor,Donald Michael,Chief Executive Officer;Member;President;Regulatory Contact,"IMC Advisors, LLC",don.michael@imcadvisors.com,,Salesforce
10940661,Inactive Investor,Richard Calixte,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,rcalixte@ft.newyorklife.com,,Salesforce
10994862,Inactive Investor,Vaibhav Badiganti,,NYLIFE Securities LLC,,,Salesforce
370982,,Albert Haddix,,United States,haddix2468@icloud.com,,Salesforce
11008273,Inactive Investor,Nora Powers,,"Bessemer Investor Services, Inc.",,,Salesforce
11126831,Inactive Investor,Robbie Derooy,Financial Advisor;Senior Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,robbie.derooy@morganstanley.com,,Salesforce
11145175,Inactive Investor,Janice Heinz,,"VALIC Financial Advisors, Inc. Topeka KS 3615 SW 29th St",janice.heinz@valic.com,,Salesforce
11102004,Inactive Investor,Corey Carney,Financial Advisor,"Principal Securities, Inc. Brentwood TN 155 Franklin Rd",carney.corey@principal.com,,Salesforce
11153612,Inactive Investor,Stephen Mastino,,Fidelity Brokerage Services LLC Plainview NY 1551 Old Country Rd,stephen.mastino@fidelity.com,,Salesforce
9547286,,Brian Chew,,,brian.chew@voyafa.com,,List import
10806758,Inactive Investor,Steven Sileo,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,steve.sileo@edwardjones.com,,Salesforce
10838846,Inactive Investor,Joseph Trovato,,"ValMark Securities, Inc. Bakersfield CA 4925 Commerce Dr",,,Salesforce
11106944,Inactive Investor,Jason Potter,Financial Advisor,"KingsMark Private Financial Advisors, LLC",jasonp@kmpfa.com,,Salesforce
10864747,Inactive Investor,Christian Hansson,,Goldman Sachs & Co.,,,Salesforce
10922165,Inactive Investor,Nicholas Combs,,"Raymond James Financial Services, Inc. Columbus IN 2635 Fox Pointe Dr",nicholas.combs@raymondjames.com,,Salesforce
10915534,Inactive Investor,Ann Brushier,Premier Banker,"Wells Fargo Clearing Services, LLC Colorado Springs CO 8620 N Union Blvd",,,Salesforce
11084326,Inactive Investor,Matthew Lee,Financial Advisor;Program Manager,"CUSO Financial Services, L.P. Columbus OH 4220 E Broad St",matthew.lee@cusonet.com,,Salesforce
10779911,Inactive Investor,Anthony McCrimlisk,Senior Vice President - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,anthony.mccrimlisk@ubs.com,,Salesforce
10915234,Inactive Investor,Keith Mcbride,Chief Compliance Officer;Chief Executive Officer;Owner;Principal,Keith McBride Financial Services Inc.,,,Salesforce
215644,,Rodney Potratz,Financial Advisor,FSC Securities Corporation,rpotratz@fscadvisor.com,515-223-4202,
11076055,Inactive Investor,Steven Hoppel,Advisor;Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Investment Advisor;Investment Advisor Represen,"Kelsey Financial, LLC",steve@kelseyfinancial.net,,Salesforce
226335,, -,,[[Unknown]],nightfly@seanet.com,,Initial Salesforce Import
10901298,Inactive Investor,Louis Pasquale,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,louis.pasquale@fmr.com,,Salesforce
11165567,Inactive Investor,Kimberly Robinson,Executive Office Case Specialist,"Wells Fargo Clearing Services, LLC",,,Salesforce
11237011,Inactive Investor,Andrew Redhead,Private Client Advisor,"Kovitz Investment Group Partners, LLC Greenwich CT 1 Greenwich Ofc Park",,,Salesforce
10752792,Inactive Investor,Susan Chatfield,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",susan.chatfield@rbc.com,,Salesforce
9582738,,Christopher Giuffrida,,,c.giuffrida@fi.com,,List import
10986295,Inactive Investor,Joseph Gallatin,,Key Investment Services LLC Cicero IN 100 S Peru St,joseph.gallatin@key.com,,Salesforce
10810369,Inactive Investor,Brett Sherpan,Financial Advisor;Financial Planner,Commonwealth Financial Network Oak Brook IL 903 Commerce Dr,bsherpan@cofgroup.com,,Salesforce
9563559,,Andrew Bennett,,,bennettaeb@yahoo.com,,List import
11096987,Inactive Investor,Vikram Kaul,Founder;Managing Member,"Northstar Portfolio Investments, LLC",vikramkaul@onenorthstar.com,,Salesforce
9616203,,Chris Tam,,,chris.tam@hss.com.hk,,List import
343664,,Rob Greenman,"Lead Advisor, Partner","Vista Capital Partners, Inc.",rob@vistacp.com,503-772-9500,Manual List Upload
10907527,Inactive Investor,Christopher Brodhead,Chief Growth Officer;Member;Principal,Alesco Advisors LLC,cbrodhead@alescoadvisors.com,,Salesforce
10941459,Inactive Investor,Ralph Lawrence Hernandez,,"RBC Capital Markets, LLC",,,Salesforce
10996623,Inactive Investor,Eric Oliver,,J.P. Morgan Securities LLC Bel Air MD 600 Marketplace Dr,eric.oliver@jpmorgan.com,,Salesforce
227718,, -,,[Unknown],ads899295@gmail.com,,
10942526,Inactive Investor,Duane Hettlinger,,"Equity Services, Inc.",dhettlinger@nationallife.com,,Salesforce
11097573,Inactive Investor,Kate Walker,Chief Compliance Officer;President,Gregory Advisors Inc.,kate@gregoryadvisorsinc.com,,Salesforce
11185123,Inactive Investor,Bradley Johnson,,NYLIFE Securities LLC Santa Maria CA 2650 Industrial Pkwy,bjohnson@ft.newyorklife.com,,Salesforce
10771676,Inactive Investor,Kerri Cook,,"RBC Capital Markets, LLC Portsmouth NH 100 International Dr",kerri.cook@rbc.com,,Salesforce
11129380,Inactive Investor,Morris Amiri,Founder;President,Sowell Management Los Angeles CA 7507 W Sunset Blvd,,,Salesforce
10803607,Inactive Investor,Ford Howell,Financial Advisor;Managing Director,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,bradley.howell@ubs.com,,Salesforce
10613755,,Patricia Levey,Financial Advisor,,patricia.levey@wellsfargoadvisors.com,,List Import
10845709,Inactive Investor,Jeffrey Ring,Retirement Planning Specialist,"Equitable Advisors, LLC Pikesville MD 27 Hooks Ln",jeffrey.ring@equitable.com,,Salesforce
11199006,Inactive Investor,William Keenan,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
10987559,Inactive Investor,Jed Mengel,Financial Professional,"Equitable Advisors, LLC West Des Moines IA 950 Office Park Rd",jed.mengel@equitable.com,,Salesforce
10661394,,Eric Mogentale,,,mogentale@waltonst.com,,List import
10999113,Inactive Investor,Chi Park,,NYLIFE Securities LLC Anaheim CA 3563 W Greentree Cir,cypark@ft.newyorklife.com,,Salesforce
11238889,Inactive Investor,Brianna Mariolle,,"IEQ Capital, LLC",bmariolle@ieqcapital.com,,Salesforce
10842874,Inactive Investor,Sarah Langlois,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Auburn Hills MI 3030 Cross Creek Pkwy",sarah.langlois@ml.com,,Salesforce
1987954,Inactive Investor,John Graham,"Vice President and Regional Director of Compliance Research, Princeton",Segal,jgraham@segalco.com,6094822314,
10946050,Inactive Investor,Jason Frederick,,Edward Jones Ormond Beach FL 1126 W Granada Blvd,,,Salesforce
9597382,,Michael Young,,,michaely@sawtoothfutures.com,,List import
11145841,Inactive Investor,Christopher Norton,Financial Advisor;Financial Planning Associate,Morgan Stanley Greenwich CT 1 Fawcett Pl,christopher.s.norton@morganstanley.com,,Salesforce
11019912,Inactive Investor,Abel Molina,Financial Advisor,"Portfolio Medics, LLC Miami FL 5251 SW 64th Ave",abel.molina@portfoliomedics.com,,Salesforce
348065,,Thad Jones,"Vice President, Financial Consultant","Asia Pacific Financial Management Group, Inc.",tjjones@fmgguam.com,671-472-6400,Manual List Upload
10860624,Inactive Investor,Karen Davis,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",karen.davis@wellsfargo.com,,Salesforce
9607518,,John Burke,,,jburke@stonehousemail.com,,List import
10486955,,Morgan Kennedy,"Managing Director, Private Client Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",morgan.kennedy@bofa.com,,List Import
10692121,,marek natkaniec,,,marek.cr@wp.pl,,Web Form Fillout
10860895,Inactive Investor,Kirk Rosenstrauch,Financial Advisor,LPL Financial LLC Monument CO 1864 Woodmoor Dr,kirk.rosenstrauch@lpl.com,,Salesforce
351501,,Charlie Farnsley,"Financial Advisor, CCO",Bahe Farnsley Advisors,cfarnsley@bahefarnsley.com,502-627-0918,Manual List Upload
11160056,Inactive Investor,Jessica Nachman,,Goldman Sachs & Co.,,,Salesforce
11099299,Inactive Investor,Joshua Harrison,,Fidelity Brokerage Services LLC Highland Park IL 1 Skokie Valley Rd,,,Salesforce
11112923,Inactive Investor,Luke Seiderman,Wealth Manager,Creative Planning Walnut Creek CA 1331 N California Blvd,luke.seiderman@creativeplanning.com,,Salesforce
10510753,,Hamilton Reiner,,JPM,theresa.e.fajek@jpmorgan.com,,List Import
11121611,Inactive Investor,Mark Lesh,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,mark_lesh@vanguard.com,,Salesforce
11008595,Inactive Investor,Haidee Capili,,PFS Investments Inc. Fort Washington MD 9400 Livingston Rd,hcapili@primerica.com,,Salesforce
9643822,,YJ Lee,,,neymar1110@naver.com,,List import
9928246,,adarsh palan,,,adarshbpalan@gmail.com,,Web form fillout
10657032,,Bobby Redd,,,bobby.redd@primerica.com,,List Import
11141135,Inactive Investor,James Goodwin,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Charleston WV 500 Lee St E,james.goodwin@morganstanley.com,,Salesforce
9550696,,Christopher Phelan,,,christopher.phelan@mlp.com,,List import
10837420,Inactive Investor,Carlos Legaspy,Chief Executive Officer;President;Principal,"InSight Securities, Inc.",clegaspy@insightamericas.net,,Salesforce
10786736,Inactive Investor,Alexandre Standish,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,alexandre.standish@gs.com,,Salesforce
11042211,Inactive Investor,Walter Hurt,Financial Advisor,Covenant Wealth Advisors,,,Salesforce
10768044,Inactive Investor,James Gothers,,"The Leaders Group, Inc.",,,Salesforce
9549049,,Jeffrey Knightly,,,jeffrey.knightly@surveyor-capital.com,,List import
10883350,Inactive Investor,Thomas Corcoran,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",thomas.corcoran@ml.com,,Salesforce
11035313,Inactive Investor,Michael Branthover,Financial Advisor,LPL Financial LLC Columbia MD 7230 Lee Deforest Dr,michael.branthover@lpl.com,,Salesforce
11132210,Inactive Investor,Catherine Venditte,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11021887,Inactive Investor,Victoria Dickerson,,"Allstate Financial Services, LLC Breaux Bridge LA 255 W Mills Ave",victoriadickerson@allstate.com,,Salesforce
10897947,Inactive Investor,Michael Braganza,,Citigroup Global Markets Inc.,michael.braganza@citigroup.com,,Salesforce
10856998,Inactive Investor,Michael Rawlings,Investment Consultant,LPL Financial LLC Cincinnati OH 4555 Lake Forest Dr,michael.rawlings@lpl.com,,Salesforce
10828869,Inactive Investor,Michael Silverberg,,Lindberg & Ripple Branford CT Private Residence,mis@linrip.com,,Salesforce
9600853,,Mary Mescher,,,mm@mgroupusa.com,,List import
10805048,Inactive Investor,Anthony Giordano,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Portsmouth NH 100 International Dr",anthony.giordano@rbc.com,,Salesforce
11141172,Inactive Investor,David Mandell,,"Maryland Financial Group, Inc. Mount Pleasant SC 210 Wingo Way",dmandell@legacywm.com,,Salesforce
9599891,,Andrea Yanez,,,andreayanezc@gmail.com,,List import
10617102,,Aaron Turner,,,aaron.l.turner@ampf.com,,List Import
10941096,Inactive Investor,Travis Harris,,Fidelity Brokerage Services LLC Four Oaks NC Private Residence,,,Salesforce
11183088,Inactive Investor,Misty Highfield,,"Allstate Financial Services, LLC Las Vegas NV 2620 Regatta Dr",mchadwick@allstate.com,,Salesforce
10889424,Inactive Investor,Robert Pandy,,"Charles Schwab & Co., Inc. Chicago IL 150 S Wacker Dr",,,Salesforce
80963,,David Parsons,,USAA Investment Services Company,david.parsons@usaa.com,210-498-0226,
9559563,,David Granner,,,david.granner@thrivent.com,,List import
9647880,,Zankhana Bateman,,,zankhana.m.bateman@bofa.com,,List import
11012768,Inactive Investor,Kaitlyn Bounds,,PFS Investments Inc. Jasper IN 706 Main St,kbounds@primerica.com,,Salesforce
11017395,Inactive Investor,Julie Viviano,,Sisung Securities Corporation,julie@sisung.com,,Salesforce
10803483,Inactive Investor,Martha Knauth,Senior Client Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,martha.knauth@ubs.com,,Salesforce
10823969,Inactive Investor,Casey Muhtadi,Financial Advisor,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",casey.muhtadi@wellsfargo.com,,Salesforce
11006840,Inactive Investor,Jaime Angulo,,PFS Investments Inc. Hialeah FL 3426 W 84th St,jangulo@primerica.com,,Salesforce
345837,,Jeffrey Holtman,Managing Member,Dock Street Capital Management Llc,jholtman@dockstreetcap.com,212-457-8258,Manual List Upload
11155930,Inactive Investor,Avani Ramnani,Director - Financial Planning and Wealth Management;Regulatory Contact,Francis Financial,avani@francisfinancial.com,,Salesforce
10899493,Inactive Investor,Diana Vasquez,,Fidelity Brokerage Services LLC Seal Beach CA 12201 Seal Beach Blvd,dianavasquez.team@fidelity.com,,Salesforce
9593155,,Mike Petramalo,,,mikep@weareoneseven.com,,List import
11188226,Inactive Investor,Jonathan Chiem,,"Allstate Financial Services, LLC Campbell CA 2155 S Bascom Ave",jonchiem@allstate.com,,Salesforce
10926653,Inactive Investor,Nickeel Kanji,,Fidelity Brokerage Services LLC,,,Salesforce
10866471,Inactive Investor,Bryan Wilson,,PFS Investments Inc. Grand Rapids MI 3680 44th St SE,bryan.wilson@primerica.com,,Salesforce
11092538,Inactive Investor,Lawrence Buckley,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,ferber.buckley@ubs.com,,Salesforce
10927139,Inactive Investor,Katelyn Gallanty,Senior Vice President,Citigroup Global Markets Inc.,,,Salesforce
11186140,Inactive Investor,Joseph Hobbs,,Cetera Advisor Networks LLC Dallas TX 12221 Merit Dr,hobbsjo@ceteranetworks.com,,Salesforce
371496,,Travis Mattoon,,[Unknown],trav@gmail.com,,Salesforce
228619,, -,,[[Unknown]],joe.williams85@hotmail.co.uk,,Direct
11105887,Inactive Investor,Jamie Goodwin,Client Service Associate,Morgan Stanley Wellesley Hills MA 112 Worcester St,jamie.goodwin@morganstanley.com,,Salesforce
10839630,Inactive Investor,Gregory Franklin,,"IFP Securities, LLC Cincinnati OH 4350 Glendale Milford Rd",gregory.franklin@ifpartners.com,,Salesforce
10845704,Inactive Investor,Penny Tipsword,Senior Client Associate,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",penny.woessner@raymondjames.com,,Salesforce
9601634,,V? Võ minh,,,beochua147@gmal.com,,List import
11203096,Inactive Investor,Thomas Black,Chief Compliance Officer;Financial Planner;President,The Retirement Solution LLC Kennewick WA 1030 N Center Pkwy,tom@trsfamily.com,,Salesforce
10964405,Inactive Investor,Joshua Graeff,,"Osaic Wealth, Inc. Bellevue WA 1400 112th Ave SE",,,Salesforce
9620055,,nathan tanu,,,nathantanu9@gmail.com,,List import
10783884,Inactive Investor,Dane Perrault,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,dane.perrault@fidelity.com,,Salesforce
10774107,Inactive Investor,William Flowers,,"Truist Investment Services, Inc. Alpharetta GA 2520 Northwinds Pkwy",justin.flowers@truist.com,,Salesforce
10966690,Inactive Investor,Timothy Good,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport News VA 608 J Clyde Morris Blvd",,,Salesforce
10873417,Inactive Investor,Brett Larkin,,PFS Investments Inc. Londonderry NH 25 Nashua Rd,brett.larkin@primerica.com,,Salesforce
11211136,Inactive Investor,Robert Iorii,Financial Advisor;Managing Director - Investments;Portfolio Manager,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",bob.iorii@wellsfargoadvisors.com,,Salesforce
111120,,Adrian Gallagher,,THRASHER CORPORATION PTY LTD,adrian.gallagher@thrasher.capital,61433116144,
223958,,Bradley Larson,Chief Compliance Officer,"Fdx Advisors, Inc.",bradley.larson@foliodx.com,916-288-6400,Manual List Upload
11053149,Inactive Investor,Erin Blankenship,Financial Advisor,Hamilton Capital,erin.wittman@hamiltoncapital.com,,Salesforce
10944539,Inactive Investor,Yvonne Prince,,Cetera Advisor Networks LLC Glendora CA 180 N Pennsylvania Ave,,,Salesforce
11121239,Inactive Investor,Douglas Bray,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Madison WI 602 N High Point Rd,douglas.m.bray@jpmorgan.com,,Salesforce
9543759,,Sebastian Pinto,,,spinto28@yahoo.com.ar,,List import
10835117,Inactive Investor,Gary Graham,,"Berthel, Fisher & Company Financial Services, Inc. Oklahoma City OK 13829 Quail Pointe Dr",,,Salesforce
10960714,Inactive Investor,Shaquita Becote,,First Dallas Securities Incorporated,,,Salesforce
11255215,Inactive Investor,Edward Mcdougal,Financial Advisor,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,emcdougal@savantwealth.com,,Salesforce
10817507,Inactive Investor,Michael Wares,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",michael.wares@ml.com,,Salesforce
10780786,Inactive Investor,Jose Mendez,,"Truist Investment Services, Inc. Miami Beach FL 9600 Collins Ave",jose.mendez@truist.com,,Salesforce
10841328,Inactive Investor,Andrew Brown,,Edward Jones Macon MO 603 E Union St,andy.brown@edwardjones.com,,Salesforce
10775347,Inactive Investor,Jarret Hauch,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jarret.hauch@ml.com,,Salesforce
343857,,Anthony Macguinness,"Head, Quantitative Strategies Group",Irish Life Investment Managers Limited,anthony.macguinness@ilim.com,003-531-7041200,Manual List Upload
10952977,Inactive Investor,Joseph Arnold,Associate,Edward Jones Wisconsin Rapids WI 940 Pepper Ave,joseph.arnold@edwardjones.com,,Salesforce
11162280,Inactive Investor,James Wildman,Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 4643 S Ulster St",james.wildman@raymondjames.com,,Salesforce
10698072,,Paul Shipley,,,paulshipley71@yahoo.co.uk,,Web Form Fillout
11148698,Inactive Investor,Jeffrey Miller,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
68054,,Evan Kelly,Financial Services Professional,"MML Investors Services, LLC",evankelly@financialguide.com,330-259-0594,
9565041,,Michael Vaughn,,,michaelvaughn@financialguide.com,,List import
9637758,,Christopher Wolfe,,,cwolfe@firstrepublic.com,,List import
10914541,Inactive Investor,Raquel Kusy,Client Service Associate,"Raymond James & Associates, Inc. Lafayette LA 1220 Camellia Blvd",raquel.kusy@raymondjames.com,,Salesforce
11006926,Inactive Investor,Ryan Collett,,State Farm VP Management Corp. Lexington KY 771 Corporate Dr,,,Salesforce
11197137,Inactive Investor,Brooks Pellerin,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11015391,Inactive Investor,Colby Tribble,,"Bankers Life Securities, Inc. Okemos MI 2149 Jolly Rd",colby.tribble@bankerslife.com,,Salesforce
10767910,Inactive Investor,Melvin Rochowiak,Senior Financial Representative,"Principal Securities, Inc. Dublin OH 5600 Blazer Pkwy",rochowiak.mel@principal.com,,Salesforce
11136252,Inactive Investor,Jason Marr,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10613693,,Michael Greenblatt,Financial Advisor,,michael.greenblatt@wellsfargoadvisors.com,,List Import
10964870,Inactive Investor,Joseph West,Financial Advisor,"Moneta Group Investment Advisors, LLC",jwest@monetagroup.com,,Salesforce
236402,, -,,[[Unknown]],hichew1@gmail.com,,Organic Search
10977456,Inactive Investor,Taanya Turk,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
6095197,,PJ Olsen,,,jannjenn@hotmail.com,,Web Form Fillout
10922535,Inactive Investor,Nicholas Omicioli,Senior Investment Portfolio Analyst,"Raymond James & Associates, Inc. Grosse Pointe MI 15 And 21 Kercheval Ave",nicholas.omicioli@raymondjames.com,,Salesforce
333082,,Scott Dolson,,Grant Street Asset,sdolson@gsaminc.com,(412) 504-0407,
10959698,Inactive Investor,Tessa Patino,,Vanguard Marketing Corporation,tessa_patino@vanguard.com,,Salesforce
333874,,Jill Raker,Managing Partner And Limited Partner,Greenbriar Equity Group,jraker@greenbriarequity.com,914-925-9600,Manual List Upload
10815897,Inactive Investor,William Houck,,PFS Investments Inc. Millersville MD 8227 Cloverleaf Dr,william.houck@primerica.com,,Salesforce
9579493,,Courtney Brown,,,courtney.christian@fmr.com,,List import
10945808,Inactive Investor,Jenson Ellars,Associate,Edward Jones Bellingham WA 1633 Birchwood Ave,,,Salesforce
10936133,Inactive Investor,Sonia Khanna,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
222734,,Rovshan Khalilov,,[Unknown],rkhalilov2017@gmail.com,,Direct
10616469,,Christopher Prince,,,christopher.prince@opco.com,,List Import
11065710,Inactive Investor,Steven Wheelock,Private Wealth Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",steven.wheelock@wellsfargoadvisors.com,,Salesforce
11288836,,Doug Kauff,,,dougkauf@gmail.com,,Web Form Fillout
11042776,Inactive Investor,Roger Curtis,,"Truist Investment Services, Inc. Birmingham AL 2501 20th Pl S",alan.curtis@truist.com,,Salesforce
10836026,Inactive Investor,Richard Butler,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley Mequon WI 11501 N Port Washington Rd,richard.butler@morganstanley.com,,Salesforce
11261064,Inactive Investor,Ernest Cecilia,Investment Advisor,Apricus Wealth LLC Downingtown PA Private Residence,ernest@apricuswealth.com,,Salesforce
11020395,Inactive Investor,Camryn Smith,,J.P. Morgan Securities LLC Jenks OK 700 W Main St,camryn.smith@jpmorgan.com,,Salesforce
9627438,,Edward Wilson,,,eswilson79@gmail.com,,List import
10920707,Inactive Investor,Davis Aldana,Financial Advisor,Perennial Financial Services Los Alamitos CA 10552 Humbolt St,,,Salesforce
11082541,Inactive Investor,Dene Burns,Resident Director Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln NE 301 S 12th St",dene_burns@ml.com,,Salesforce
10619875,,Deborah Hopkins,,,dhopkins@kovitz.com,,List Import
10985210,Inactive Investor,Hans-Peter Fofack,Portfolio Associate,Neuberger Berman BD LLC,,,Salesforce
10938212,Inactive Investor,Nader Rezkalla,,Park Avenue Securities LLC Indianapolis IN 9000 Keystone Xing,nader_rezkalla@glic.com,,Salesforce
11170163,Inactive Investor,Ricardo Higuchi,Senior Wealth Advisor,Citigroup Global Markets Inc. La Crescenta CA 2621 Foothill Blvd,ricardo.higuchi@citi.com,,Salesforce
10618812,,Michael Runge,,,michael.runge@morganstanley.com,,List Import
9636354,,Edwin Legard,,,elegard@nevrodie.com,,List import
9632845,,D. Natoli,,,dnatoli@huntdalecapital.com,,List import
10875649,Inactive Investor,Emily Vanwingerden,Operations Manager,"Carter, Terry & Company, Inc.",,,Salesforce
180115,,Buck Winston,,[Unknown],grayeth@librehash.com,,
11076665,Inactive Investor,Fatama Khan,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",fatama.khan@schwab.com,,Salesforce
11145920,Inactive Investor,Melissa Petersen,,"U.S. Bancorp Investments, Inc.",melissa.petersen@usbank.com,,Salesforce
10728009,,Fanis Khairutdinov,,,fanis9999@gmail.com,,Web form fillout
10828002,Inactive Investor,Chanh Truong,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 701 Grant Ave",dan.truong@ml.com,,Salesforce
10961628,Inactive Investor,Robert Lemker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10874002,Inactive Investor,Breanna Malin,,"Stifel, Nicolaus & Company, Incorporated La Crosse WI 201 Main St",,,Salesforce
11138424,Inactive Investor,James Guisinger,Vice President;Vice President - Investments,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",james.guisinger@raymondjames.com,,Salesforce
11037473,Inactive Investor,Keith Mericka,,UBS Financial Services Inc. Atlanta GA 3280 Peachtree Rd NE,keith.mericka@ubs.com,,Salesforce
4281982,,Carol Alba,,retired,mammoth36@yahoo.com,8184002020,Web Form Fillout
11171526,Inactive Investor,Zoe Macdonald,,"Northwestern Mutual Investment Services, LLC Denver CO 1873 S Bellaire St",zoe.macdonald@nm.com,,Salesforce
352203,,James Ross,Senior Consultant,Andco Consulting,jamesr@andcoconsulting.com,844-442-6326,Manual List Upload
11085402,Inactive Investor,Jean Rusciolelli,,State Farm VP Management Corp. Ridgway PA 217 Main St,jean.rusciolelli.l4to@statefarm.com,,Salesforce
153584,,Jamshed Cooper,,[Unknown],cooper@alum.mit.edu,,Organic Search
11004606,Inactive Investor,Jake Pollitt,Financial Consultant,"Equitable Advisors, LLC Dallas TX 12377 Merit Dr",jake.pollitt@equitable.com,,Salesforce
339809,,Matthew Wade,"Chief Operating Officer, Chief Risk Officer And Limited Partner",Caxton Associates Lp,mwade@caxton.com,212-593-7700,Manual List Upload
9618165,,David Eaton,,,deaton@bmtc.com,,List import
11056994,Inactive Investor,J Keffury,Chief Compliance Officer;Financial Planner;Founder;Managing Member,Cadenza Financial Planning,,,Salesforce
9562285,,Alexandra Ronin,,,roninalexandra@yahoo.com,,List import
11141726,Inactive Investor,Connor Macisaac,Financial Advisor,Edward Jones Wellesley Hills MA 348 Washington St,connor.macisaac@edwardjones.com,,Salesforce
11172818,Inactive Investor,Vivian Griffith,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,vivian.griffith@fidelity.com,,Salesforce
9545171,,Bojan Miljkovic,,,bmiljkovic10@gmail.com,,List import
211228,,Robin (blank),senior policy counsel,COINCENTER,robin@coincenter.org,,Initial Salesforce Import
10884097,Inactive Investor,Russell Ritchie,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,jonathan.ritchie.ndiy@statefarm.com,,Salesforce
10943440,Inactive Investor,Daniel Yerger,Chief Compliance Officer;President,MY Wealth Planners,,,Salesforce
11115764,Inactive Investor,Ryan Cummings,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10757896,Inactive Investor,Dean Andersen,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 4353 Tilly Mill Rd",dean.andersen@wfafinet.com,,Salesforce
10920980,Inactive Investor,Kathleen O'Donnell Luther,,"Cambridge Investment Research, Inc. Rensselaer NY Private Residence",,,Salesforce
10989160,Inactive Investor,Dylan Black,,D.A. Davidson & Co. New York NY 570 Lexington Ave,,,Salesforce
54241,,Christopher Peele,,"SunTrust Advisory Services, Inc.",christopher.peele@suntrust.com,336-373-5100,
11077817,Inactive Investor,Luis Torres,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",luis.torres3@ml.com,,Salesforce
11065323,Inactive Investor,Frank Barcellos,,Fidelity Brokerage Services LLC,,,Salesforce
10799797,Inactive Investor,Phillip Pinelli,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,phillip.n.pinelli@jpmorgan.com,,Salesforce
9550131,,Jeffrey Mazur,,,jeff.mazur@citadel.com,,List import
11058739,Inactive Investor,Stephen Gow,,"Truist Investment Services, Inc. Richmond VA 919 E Main St",sgow@truist.com,,Salesforce
10919696,Inactive Investor,Jaime Traywick,,LPL Financial LLC Gallipolis OH 334 2nd Ave,jaime.facemyer@lpl.com,,Salesforce
10962389,Inactive Investor,Karen Huang,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",karen.huang@tfaconnect.com,,Salesforce
10989251,Inactive Investor,Joshua Wolf,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10924604,Inactive Investor,Mark Parsons,Chief Compliance Officer;Financial Advisor;Managing Member;Senior Vice President,"Parsons Financial Group, LLC",,,Salesforce
11109779,Inactive Investor,Edward Dorsey,Financial Advisor,LPL Financial LLC Carmel IN 11611 N Meridian St,kent.dorsey@lpl.com,,Salesforce
10851413,Inactive Investor,JANICE COBB,,"American Portfolios Financial Services, Inc. Ponte Vedra Beach FL 4400 Marsh Landing Blvd",jcobb@americanportfolios.com,,Salesforce
9583381,,Lisa Heerwagen,,,lheerwagen@qpwealthmanagement.com,,List import
9643297,,Jasmine Li,,,yami2733@gmail.com,,List import
11182499,Inactive Investor,Tim Garigan,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",tim.garigan@rbc.com,,Salesforce
11060984,Inactive Investor,Wayne Davis,Chief Compliance Officer,Strickland Davis Advisors LLC,,,Salesforce
11018027,Inactive Investor,Stephanie Triola,,NYLIFE Securities LLC Jacksonville FL 10375 Centurion Pkwy N,sktriola@ft.newyorklife.com,,Salesforce
373807,,Dario Dean,,[Unknown],sylverrp28@gmail.com,,source
10656640,,Stephen McLean,,,stephen.x.mclean@jpmorgan.com,,List Import
10752742,Inactive Investor,David Kurcon,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",david.kurcon@stifel.com,,Salesforce
11074504,Inactive Investor,Jackie Froman,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",jackie.saltzman@nm.com,,Salesforce
11162048,Inactive Investor,Mary Mcdirmid,Investment Advisor Representative,"Sound Income Strategies, LLC Spokane WA 1206 N Lincoln St",,,Salesforce
11141893,Inactive Investor,Joann Wrona,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",joann_wrona@ml.com,,Salesforce
10976490,Inactive Investor,Erik Brenn,,LPL Financial LLC Menasha WI 150 Main St,erik.brenn@lpl.com,,Salesforce
11073183,Inactive Investor,Clayton Lawrie,Compliance Officer;Financial Services Consultant,TRAC Asset Management LLC,c.lawrie@tracassetmanagement.com,,Salesforce
11174342,Inactive Investor,Tushar Dabral,,Neuberger Berman BD LLC,tushar.dabral@nb.com,,Salesforce
10994994,Inactive Investor,Daniel Stravino,,J.P. Morgan Securities LLC New York NY 305 7th Ave,daniel.stravino@chase.com,,Salesforce
9602183,,Philip Grimm,,,pgrimm@sigmafinancial.com,,List import
10968209,Inactive Investor,Gustavo Villalpando,,Citigroup Global Markets Inc.,,,Salesforce
10977897,Inactive Investor,Adam Lyons,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,adam_lyons@vanguard.com,,Salesforce
9587835,,Norman Young,,,nyoung@iopfund.com,,List import
10998107,Inactive Investor,Dolores Bernal,,"Allstate Financial Services, LLC Bloomingdale NJ 93 Main St",,,Salesforce
10851112,Inactive Investor,Craig Hanneman,Financial Advisor,Edward Jones Jasper IN 416 Jackson St,craig.hanneman@edwardjones.com,,Salesforce
11018916,Inactive Investor,Jaden Mcmullen,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",,,Salesforce
352403,,Ken Tallering,Senior Managing Director,"Industrial Opportunity Partners, Llc",ktallering@iopfund.com,847-556-3460,Manual List Upload
10853564,Inactive Investor,Orin Green,Financial Advisor;Managing Director;Regulatory Contact,"Orin Green Financial, LLC",oringreen@oringreenfinancial.com,,Salesforce
10839934,Inactive Investor,Jonathan Andrews,Chief Compliance Officer;Vice President,Cardinal Capital Management Inc,wandrews@cardinalcapitalmanagement.com,,Salesforce
9585829,,William Dixon,,,wdixon@offitcapital.com,,List import
10870004,Inactive Investor,Glenn Ferrone,,Stonex Securities Inc. Canal Winchester OH Private Residence,glenn.ferrone@saswealth.com,,Salesforce
9608255,,Conor Renn,,,crenn@baldwinim.com,,List import
10767987,Inactive Investor,Cathleen Brennan,Senior Client Associate,"Wells Fargo Clearing Services, LLC Manchester NH 900 Elm St",,,Salesforce
7973978,,Aviv Katz,,,avivka@giftoin.com,,Web form fillout
124019,,Chirag Shah,"CEO And President, Board Member","Performance Trust Capital Partners, Llc",cshah@performancetrust.com,312-521-1000,Manual List Upload
9550926,,Lawrence Schuffman,,,lschuffman@ft.newyorklife.com,,List import
11109177,Inactive Investor,Brandon Lehmann,,Vanguard Marketing Corporation,brandon_lehmann@vanguard.com,,Salesforce
11022989,Inactive Investor,Kimberly Miramontes,,J.P. Morgan Securities LLC Tucson AZ 4398 N Campbell Ave,kimberly.miramontes@jpmorgan.com,,Salesforce
11184397,Inactive Investor,Rosa Festa,,PFS Investments Inc. Edison NJ 2015 State Rte 27,rosa.festa@primerica.com,,Salesforce
10656721,,Daniel Borello,,,daniel@borellos.com,,List Import
11133365,Inactive Investor,Kelly Oday,Financial Associate,Thrivent Investment Management Inc. Merrill WI 403 Grand Ave,kelly.oday@thrivent.com,,Salesforce
10645368,,Benjamin Rubenstein,,,benjamin.rubenstein@chase.com,,List Import
11180498,Inactive Investor,Daniel Werts,,"Madison Avenue Securities, LLC Denver CO 1 Denver Federal Ctr",,,Salesforce
11014382,Inactive Investor,Rachel Mendoza,,PFS Investments Inc. Daly City CA 318 Westlake Ctr,rmendoza@primerica.com,,Salesforce
11193947,Inactive Investor,Jesse Almazan,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,jesse.almazan@primerica.com,,Salesforce
10757278,Inactive Investor,Charles Severson,Senior Portfolio Manager,Robert W. Baird & Co. Incorporated,cseverson@rwbaird.com,,Salesforce
9625410,,barry bredt,,,bhbredt@gmail.com,,List import
224371,,Zdravko Civric,,[Unknown],zcivric@gmail.com,,source
10816841,Inactive Investor,David Cummins,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",david.cummins@ml.com,,Salesforce
10889527,Inactive Investor,George Russell,Owner,Russell and Company,,,Salesforce
10896425,Inactive Investor,Jeannette Scott,,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",jeannette.scott@wellsfargoadvisors.com,,Salesforce
210,,,,,tomwilson@two50ok.net,,
11221276,,David Wolf,,,dwolf@commonwealth.com,,List Import
10810290,Inactive Investor,Lucy Edwards,Financial Advisor;Senior Vice President,Morgan Stanley Gadsden AL 414 Broad St,lucy.edwards@morganstanley.com,,Salesforce
11072645,Inactive Investor,Janna Eastwood,Registered Associate,Morgan Stanley Saint Louis MO 7733 Forsyth Blvd,,,Salesforce
11139140,Inactive Investor,Michael Cooke,,J.P. Morgan Securities LLC East Rockaway NY 111 Main St,michael.cooke@chase.com,,Salesforce
11007157,Inactive Investor,Johnny Ducking,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,jducking@primerica.com,,Salesforce
9581036,,John Bree,,,jmbree@hotmail.com,,List import
11069904,Inactive Investor,Robert Aikins,Financial Advisor,"Gateway Wealth Partners, LLC Green Bay WI Private Residence",raikins@mygfpartner.com,,Salesforce
9602537,,Donald Ramirez,,,don@peakwealthinc.com,,List import
11111766,Inactive Investor,Richard Grove,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
349005,,James Shim,Limited Partner,Riva Ridge Capital Management Lp,jshim@rivaridgecapital.com,646-284-9904,Manual List Upload
11029152,Inactive Investor,Benjamin Feld,Wealth Advisor,LPL Financial LLC Ardmore PA 40 E Montgomery Ave,benjamin.feld@lpl.com,,Salesforce
9637099,,Un Song,,,usong@columbushill.com,,List import
10983186,Inactive Investor,Casey Davison,,"Osaic Wealth, Inc. Waxham NC Private Residence",,,Salesforce
11207112,Inactive Investor,John Lindsey,,"Equitable Advisors, LLC Richlands VA 1425 Front St",john.lindsey@equitable.com,,Salesforce
10999995,Inactive Investor,James Colbo,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9560462,,Brandon Fritz,,,bfritz1983@gmail.com,,List import
10950926,Inactive Investor,Phillip Correa,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
9609704,,Tristan Elnain,,,tristan51@hotmail.de,,List import
10944883,Inactive Investor,Don Stewart,,LPL Financial LLC Denver CO 1999 Broadway,don.stewart@lpl.com,,Salesforce
9621530,,akubue victor,,,victhabishop@gmail.com,,List import
9591999,,Anh Le,,,avgers.deadpool@gmail.com,,List import
9619514,,Petros Paulidis,,,pls.paulidis@gmail.com,,List import
230477,, -,,[[Unknown]],marcscepi@gmail.com,,Organic Search
11074032,Inactive Investor,Antoine Carle,,Jefferies LLC,acarle@jefferies.com,,Salesforce
11186581,Inactive Investor,James Brown,Vice President,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,james.g.browniii@jpmorgan.com,,Salesforce
10349019,,Ehsan Pourrezaei,,,vmware.click@gmail.com,,Web form fillout
10990668,Inactive Investor,Oscar Barbosa,Investment Consultant,"Charles Schwab & Co., Inc. Bakersfield CA 5555 Truxtun Ave",oscar.barbosa@schwab.com,,Salesforce
11182370,Inactive Investor,Eric Tornoe,Chief Compliance Officer;Founder;Managing Member,Acadia Investment Advisors LLC,,,Salesforce
10859895,Inactive Investor,John Froley,,"NewEdge Securities, Inc. San Francisco CA 1700 Montgomery St",,,Salesforce
11164465,Inactive Investor,Charles Carty,Chief Compliance Officer;President,"Carty Financial, Inc. Camarillo CA 1308 Calle Aurora",chuck@cartyfinancial.com,,Salesforce
9610123,,Fred Fig,,,fredzdnbet@gmail.com,,List import
11230766,Inactive Investor,Robert Keenan,,LPL Financial LLC Orland Park IL 14300 S Ravinia Ave,robert.keenan@lpl.com,,Salesforce
10617003,,William Strnad,,,william.strnad@ml.com,,List Import
10961526,Inactive Investor,Chad Karhoff,Associate,Edward Jones Orange Park FL 165 Wells Rd,chad.karhoff@edwardjones.com,,Salesforce
10795408,Inactive Investor,David Catalfimo,Managing Director;Wealth Advisor,J.P. Morgan Securities LLC Santa Barbara CA 1302 State St,david.j.catalfimo@jpmorgan.com,,Salesforce
10968944,Inactive Investor,Matthew Mcdowell,Financial Advisor,Park Avenue Securities LLC Birmingham AL 3500 Blue Lake Dr,,,Salesforce
9541957,,Joao Morgado,,,j.morgado@live.com,,List import
9595532,,Jackie Diaz,,,jacquelineydiaz@gmail.com,,List import
1001615,Inactive Investor,William Powers,"Investor, Philanthropist and Managing Partner",The Strand Partners,wcp@kairosventures.com, +1 561 210 9016,Database Upload
10906312,Inactive Investor,Graham Bryan,,J.P. Morgan Securities LLC Saint Joseph MI 1310 Hilltop Rd,graham.w.bryan@jpmorgan.com,,Salesforce
10991726,Inactive Investor,Chandler Norris,Financial Advisor,"Pruco Securities, LLC. Saint Simons Island GA 2483 Demere Rd",chandler.norris@prudential.com,,Salesforce
10904338,Inactive Investor,Joseph Madio,Private Wealth Advisor,Onyx Bridge Wealth Group LLC,jmadio@onyxbridge.com,,Salesforce
10759322,Inactive Investor,James Hornberger,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,james.hornberger@fidelity.com,,Salesforce
11130660,Inactive Investor,Sarah Neale,Paraplanner,"Ameriprise Financial Services, LLC Glen Allen VA 3908 Springfield Rd",sarah.b.neale@ampf.com,,Salesforce
11212590,Inactive Investor,James Ponder,,NYLIFE Securities LLC Bloomfield CT 34 Jerome Ave,jponder@ft.newyorklife.com,,Salesforce
9623503,,louis joseph,,,louisbac@hotmail.fr,,List import
10938470,Inactive Investor,Jelani Gandy,Wealth Management Associate,"Raymond James & Associates, Inc. New York NY 320 Park Ave",jelani.gandy@raymondjames.com,,Salesforce
9617597,,William Chin,,,william.chin@sgx.com,,List import
11208359,Inactive Investor,James Carr,Chief Executive Officer;Chief Investment Officer,CornerCap Investment Counsel Inc,ccarr@cornercap.com,,Salesforce
10961405,Inactive Investor,Jacob Hulsey,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 31 Inverness Center Pkwy",jacob.hulsey@ampf.com,,Salesforce
9598168,,David Choukroun,,,david.choukroun2@gmail.com,,List import
10763342,Inactive Investor,Charles Stover,Financial Consultant;Senior Relationship Manager;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11087000,Inactive Investor,David Zastawny,Financial Advisor,Thrivent Investment Management Inc. Navarre OH Private Residence,dave.zastawny@thrivent.com,,Salesforce
10962576,Inactive Investor,Kristen Huffcut,,"Northwestern Mutual Investment Services, LLC Buffalo NY 5488 Sheridan Dr",kristen.m.huffcut@nm.com,,Salesforce
336335,,Sandor Hau,Managing Director,"Charlesbank Capital Partners, Llc",shau@charlesbank.com,617-619-5400,Manual List Upload
11180511,Inactive Investor,Michelle Christy,,"CFD Investments, Inc. Lincoln NE 7111 A St",michelle.christy@cfdinvestments.com,,Salesforce
9618558,,Robert Mendola,,,jamie@pacificgrovecap.com,,List import
10759041,Inactive Investor,Chris Sebastian,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",chris_sebastian@ml.com,,Salesforce
10776688,Inactive Investor,Lawrence Cohen,,"Mesirow Financial, Inc.",lcohen@mesirowfinancial.com,,Salesforce
149900,,Erasmus Kahane,,[Unknown],kahaneerasmus@gmail.com,,Webinar
10611210,,Sam Grosso,Associate Financial Advisor,,sam.grosso@ampf.com,,List Import
11145875,Inactive Investor,Ishema Orr,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,ishema.orr@primerica.com,,Salesforce
10910096,Inactive Investor,Dylan Simons,,"Raymond James Financial Services, Inc. Bothell WA 17921 Bothell Everett Hwy",dylan.simons@raymondjames.com,,Salesforce
10908341,Inactive Investor,Antonio Barbosa,,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",antonio.barbosa@raymondjames.com,,Salesforce
10979845,Inactive Investor,Debra Bossack,,LPL Financial LLC Endicott NY 24 McKinley Ave,debra.bossack@lpl.com,,Salesforce
9621238,,shao sun,,,shao@cwcapital.group,,List import
10953677,Inactive Investor,Elizabeth Gonzalez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10615902,,Nicholas Denicolo,,,nicholas.r.denicolo@jpmorgan.com,,List Import
11195401,Inactive Investor,Holley Travelstead-Ringkamp,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",holley.travelstead-ringkamp@schwab.com,,Salesforce
10753610,Inactive Investor,Patrick Renzi,Financial Advisor;Senior Vice President,Morgan Stanley Washington DC 1775 I St NW,patrick.renzi@morganstanley.com,,Salesforce
11219266,,James McConnell,,,james.mcconnell@ceterafs.com,,Other
11129153,Inactive Investor,Martin Han,,J.P. Morgan Securities LLC Los Angeles CA 3731 Wilshire Blvd,martin.han@chase.com,,Salesforce
9575274,,Michael Abrams,,,michael.abrams@ampf.com,,List import
11035349,Inactive Investor,Edward Patrick,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",edward.patrick@aretewealth.com,,Salesforce
10614714,,Daniel Monahan,"Financial Advisor, Vice President - Wealth Management",,daniel.monahan@morganstanley.com,,List Import
9615130,,Ari kim,,,kpx38s@gmail.com,,List import
9631758,,Oliver williams,,,ojw007@gmail.com,,List import
11134289,Inactive Investor,Kevin Mcnair,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",kevin.mcnair@truist.com,,Salesforce
10796025,Inactive Investor,Mark Reynolds,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Chicago IL 500 W Madison St,mark.reynolds@opco.com,,Salesforce
10804026,Inactive Investor,Glenda Robles,Financial Advisor;Financial Planning Specialist;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Modesto CA 1020 10th St,glenda.robles@morganstanley.com,,Salesforce
10926426,Inactive Investor,Brian Garcia,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,brian.garcia@jpmorgan.com,,Salesforce
10962266,Inactive Investor,Daniel Devries,,Fidelity Brokerage Services LLC,,,Salesforce
337364,,Jordan Schuler,Associate,"Outfitter Energy Management, Llc",jschuler@outfitterenergy.com,281-402-8174,Manual List Upload
10915543,Inactive Investor,Travis Magoulias,Financial Advisor,Edward Jones Taylorville IL 104 W Market St,travis.magoulias@edwardjones.com,,Salesforce
203360,,Peter Tortorello,,Retired,pwtort@gmail.com,9082179765,Paid Search
11184145,Inactive Investor,Ronald Ongaro,Registered Associate,Morgan Stanley New York NY 55 E 52nd St,ronald.ongaro@morganstanley.com,,Salesforce
10771415,Inactive Investor,Maria Victoria,,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
11014476,Inactive Investor,Sky Antoon,,J.P. Morgan Securities LLC Saint Helena CA 1399 Railroad Ave,sky.antoon@jpmorgan.com,,Salesforce
10998964,Inactive Investor,Corry Prestidge,,"First Command Brokerage Services, Inc. Great Falls MT 1 5th St N",cprestidge@firstcommand.com,,Salesforce
11014127,Inactive Investor,Anna Pitts,,Deutsche Bank Securities Inc.,,,Salesforce
11174705,Inactive Investor,Russell Kiefer,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",russell.kiefer@schwab.com,,Salesforce
10916088,Inactive Investor,Toby Koehler,Financial Advisor;Member,"Sterling Advisory Services, LLC",toby@sterling-advisory.com,,Salesforce
10996447,Inactive Investor,Candace Lindsey,,PFS Investments Inc. Atlanta GA 3800 Camp Creek Pkwy SW,candace.lindsey@primerica.com,,Salesforce
11143529,Inactive Investor,Nicholas Maucieri,Relationship Manager,"Principal Securities, Inc. Addison IL Private Residence",maucieri.nick@principal.com,,Salesforce
11011167,Inactive Investor,Douglas Troke,,"Farmers Financial Solutions, LLC Winona MN 78 W 3rd St",dtroke@farmersagent.com,,Salesforce
9558656,,Fathur Faizal,,,fa2@solana.fm,,List import
10871048,Inactive Investor,Sanghyung Han,Chief Executive Officer;President,"Daehan Securities, Inc",shan@daehansec.com,,Salesforce
10824257,Inactive Investor,Michelle Horvitz,Trustee,"Cheviot Value Management, LLC Beverly Hills CA 9595 Wilshire Blvd",,,Salesforce
11036240,Inactive Investor,Edward Bonner,,Sprott Global Resource Investments Ltd New York NY 500 5th Ave,ebonner@sprottglobal.com,,Salesforce
10835759,Inactive Investor,Kevin Shine,Member;Owner,"Shine Financial Services, LLC",kevin@shinefinancialservices.com,,Salesforce
11171931,Inactive Investor,Margaret Church,Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",meg.church@ml.com,,Salesforce
9620189,,Tony Petrov,,,tonypetrov2020@gmail.com,,List import
10985336,Inactive Investor,Maiah Bayardo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11193432,Inactive Investor,Todd White,Financial Advisor,Edward Jones West Bend WI 2360 W Washington St,todd.r.white@edwardjones.com,,Salesforce
11172899,Inactive Investor,David Merrigan,Financial Advisor,Commonwealth Financial Network Braintree MA 10 Forbes Rd,dmerrigan@commonwealth.com,,Salesforce
10768942,Inactive Investor,Arthur Wright,Financial Professional,Money Concepts Capital Corp Centerville OH Private Residence,awright@moneyconcepts.com,,Salesforce
350096,,Philip Krebsbach,,USAA Investment Services Company,philip.krebsbach@usaa.com,210-498-0226,
9614676,,Susan Smith,,,yoyoto598@gmail.com,,List import
9646475,,John Tarsha,,,jtarsha@amzak.com,,List import
9626522,,Mehrdad Sharif,,,mehrdadsharif777@gmail.com,,List import
10858144,Inactive Investor,Jason Seurer,,"Landolt Securities, Inc. Maple Plain MN 5159 Main St E",j.seurer@landoltsecurities.com,,Salesforce
11046670,Inactive Investor,Sammie Kreindel,Client Solutions Specialist,PNC Investments Boca Raton FL 6943 SW 18th St,sammie.kreindel@pnc.com,,Salesforce
11184202,Inactive Investor,David Fitzgarrald,Private Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",donnie.fitzgarrald@ml.com,,Salesforce
11019593,Inactive Investor,Donald Mellor,,NYLIFE Securities LLC Plano TX 5409 Grasmere Dr,dmellor@ft.newyorklife.com,,Salesforce
10930527,Inactive Investor,Stephen Holzberg,,Stonex Securities Inc. Culver City CA 11546 McDonald St,,,Salesforce
11006885,Inactive Investor,Lashundra Strother,Financial Advisor,Edward Jones Arlington TX 255 N Center St,lashundra.strother@edwardjones.com,,Salesforce
10907008,Inactive Investor,Katherine Cameron,,Key Investment Services LLC,katherine.cameron@key.com,,Salesforce
10779590,Inactive Investor,Qamil Dervishi,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,qamil.dervishi@jpmorgan.com,,Salesforce
11233200,Inactive Investor,Daniel Perez Elorza Arce,,J.P. Morgan Securities LLC,,,Salesforce
11007077,Inactive Investor,Tyler Appleby,,Park Avenue Securities LLC Madison WI 8010 Excelsior Dr,tyler_appleby@glic.com,,Salesforce
9637910,,Roderick Hennek,,,roderick.hennek@theatlantaconsultinggroup.com,,List import
9625083,,Gregg Magnuson,,,minotmags@gmail.com,,List import
11129448,Inactive Investor,Matt Willis,,"Wells Fargo Clearing Services, LLC",matt.willis@wellsfargoadvisors.com,,Salesforce
10965876,Inactive Investor,Franklin Ewesiobi,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,franklin.ewesiobi@jpmorgan.com,,Salesforce
9553948,,Adam Klingher,,,akklingher@gmail.com,,List import
10857297,Inactive Investor,Tamara Pfaff,Financial Advisor,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
10940874,Inactive Investor,Mary Makenna Buffington,Financial Advisor,Edward Jones Eastman GA 1103 Plaza Ave,makenna.buffington@edwardjones.com,,Salesforce
11161118,Inactive Investor,Melissa Banuchi,,"GLP Investment Services, LLC",,,Salesforce
9626614,,Penny Martinez,,,pennyproctor1@hotmail.com,,List import
11120311,Inactive Investor,Chandrashmi Singh,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,chandrashmi.singh@jpmorgan.com,,Salesforce
11155571,Inactive Investor,Jackson King,Private Banker;Senior Vice President,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",jackson.king@firstcitizens.com,,Salesforce
9612366,,Robert Huffman,,,bhuffman@relativevaluepartners.com,,List import
9565327,,gio gio,,,initialg2013@gmail.com,,List import
10876996,Inactive Investor,Mahnaz Nouri,Financial Advisor,Edward Jones San Juan Capistrano CA 29122 Rancho Viejo Rd,mahnaz.nouri@edwardjones.com,,Salesforce
9555869,,Dino Querze,,,dquerze@sagepointadvisor.com,,List import
11035652,Inactive Investor,Anthony Rosato,Financial Advisor;Financial Planning Specialist,Morgan Stanley Pittsburgh PA 1 PPG Pl,anthony.rosato@morganstanley.com,,Salesforce
10909823,Inactive Investor,Suzanne Udoni,Financial Advisor,"Osaic Wealth, Inc. Waupaca WI 109 E Badger St",,,Salesforce
11146899,Inactive Investor,Michael Snyder,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11149432,Inactive Investor,Lisa Ducote,,"Farmers Financial Solutions, LLC Crowley TX 805 Fm 1187 E",lducote@farmersagent.com,,Salesforce
8907,,Robert Masucci,,[[Unknown]],montanao23@aol.com,,Database Upload
11223306,,Mark Deprez,,,markd@columncapital.com,,List Import
10851124,Inactive Investor,David Friedlander,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 601 E Atlantic Ave",david.friedlander@ml.com,,Salesforce
10863216,Inactive Investor,Jesse Rangel,,MissionSquare Investment Services,jrangel@icmarc.org,,Salesforce
11088287,Inactive Investor,Leonard Weber,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",leonard_weber@ml.com,,Salesforce
10618805,,Lee Cohn,,,lee.cohn@morganstanley.com,,List Import
10801841,Inactive Investor,Daniel Penalver,Executive Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,daniel.penalver@morganstanley.com,,Salesforce
10940015,Inactive Investor,Brady Goodman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11138150,Inactive Investor,Joseph Jansen,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,josephjansen.team@fidelity.com,,Salesforce
11080222,Inactive Investor,Stacey Caso-Turk,Financial Advisor,Edward Jones Placerville CA 550 Main St,stacey.caso-turk@edwardjones.com,,Salesforce
9569970,,Robert McLaughlin,,,rmclaughlin@houndpartners.com,,List import
11034278,Inactive Investor,Benjamin Cole,,Cetera Advisors LLC Lubbock TX 7818 Orlando Ave,,,Salesforce
10805903,Inactive Investor,Matthew Barone,,"Avantax Investment Services, Inc. Bellevue KY 618 Fairfield Ave",,,Salesforce
11254200,Inactive Investor,Sheng Luo,,LPL Financial LLC San Jose CA 77 N Almaden Ave,,,Salesforce
9553092,,Donald Oneil,,,don@1on1investments.com,,List import
10904515,Inactive Investor,Antonio Arlia,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",antonio.arlia@ml.com,,Salesforce
10794039,Inactive Investor,Cole Anthony,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11136063,Inactive Investor,Jennifer Yeater,,Commonwealth Financial Network Cuyahoga Falls OH 405 Portage Trl,jyeater@commonwealth.com,,Salesforce
10646405,,Jeremy Cantu,,,jeremy.cantu@rbc.com,,List Import
10938916,Inactive Investor,Anna Hayes,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10884295,Inactive Investor,Joe Chen,Member,"Anchor Wealth Management, LLC",,,Salesforce
10759008,Inactive Investor,Helen de Bearn,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",patricia_debearn@ml.com,,Salesforce
10813665,Inactive Investor,Mafalda Villani,Financial Planner;First Vice President - Wealth Management,Janney Montgomery Scott LLC Bethlehem PA 81 Highland Ave,avillani@janney.com,,Salesforce
2598656,,Jason Hayward,,,jason.james.hayward@gmail.com,,
224736,,Laura Leighton,,[Unknown],lwleighton@gmail.com,,Direct
10970818,Inactive Investor,Jonathan O'Donnell,,William Blair,jo-donnell@williamblair.com,,Salesforce
11023837,Inactive Investor,Kathleen Bowman,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",kathleen.bowman@raymondjames.com,,Salesforce
11173455,Inactive Investor,Connor Chylik,,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",,,Salesforce
9605760,,Lee Balducci,,,lee@advisorscenter.com,,List import
11062241,Inactive Investor,Jack Zotti,Financial Advisor;First Vice President,Janney Montgomery Scott LLC Bedminster NJ 1580 US Hwy 206,jzotti@janney.com,,Salesforce
9626332,,Jenu Abraham,,,jenu.abraham@gmail.com,,List import
11208066,Inactive Investor,Robert Seidenschwarz,Director;Financial Advisor,S.G. Long & Company,rseiden@sglong.com,,Salesforce
11012528,Inactive Investor,Carmelo La Marca,,NYLIFE Securities LLC Edison NJ 379 Thornall St,clamarca@ft.newyorklife.com,,Salesforce
10830116,Inactive Investor,Thomas Kreidt,Financial Advisor,"Ameriprise Financial Services, LLC Irvine CA 2600 Michelson Dr",thomas.e.kreidt@ampf.com,,Salesforce
10659505,,James Walker,,,james.walker@primerica.com,,List Import
68512,,Andrew Perrin,,United Kingdom,pezz18@hotmail.com,,
10814740,Inactive Investor,Bradley Zimmerman,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Jacksonville FL 50 N Laura St,bradley.d.zimmerman@morganstanley.com,,Salesforce
10612945,,Steven Dombrower,Financial Advisor,,sdombrower@pwa-inc.com,,List Import
11003050,Inactive Investor,William Diederich,Financial Advisor,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,william.diederich@thrivent.com,,Salesforce
10954239,Inactive Investor,Lawrence Copeland,,Commonwealth Financial Network Findlay OH 336 S Main St,lcopeland@commonwealth.com,,Salesforce
10950665,Inactive Investor,Christopher Field,,"Hornor, Townsend & Kent, LLC Cincinnati OH 7458 Jager Ct",cfield@htk.com,,Salesforce
10876452,Inactive Investor,Brian Blackerby,Financial Advisor,"Ameriprise Financial Services, LLC Wakefield RI 730 Kingstown Rd",brian.blackerby@ampf.com,,Salesforce
172568,,Joop ter Wal,,[Unknown],terwaljoop@gmail.com,,
10794137,Inactive Investor,Peter Kapinos,,"Empower Financial Services, Inc Boston MA 100 Federal St",peter.kapinos@gwrs.com,,Salesforce
10870642,Inactive Investor,Charles Rose,Financial Advisor,Edward Jones Columbia SC 3710 Landmark Dr,charles.rose@edwardjones.com,,Salesforce
9634047,,Justin Cervi,,,cervi@zekecapital.com,,List import
11166092,Inactive Investor,Rileigh Daniels,Investment Consultant,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
11237092,Inactive Investor,Frank Passalaqua,Financial Advisor,"Curran Financial Partners, LLC",frank@mlinvestmentgroup.com,,Salesforce
10756386,Inactive Investor,William Loventhal,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",bill.loventhal@nm.com,,Salesforce
10771308,Inactive Investor,Guadalupe Abril,,UBS Financial Services Inc. Miami FL Private Residence,guadalupe.abrillasso@ubs.com,,Salesforce
9618485,,Khalid Malik,,,khalid.malik@surveyor-capital.com,,List import
92491,,Andrew Crais,Relationship Manager,"SunTrust Advisory Services, Inc.",andrew.crais@suntrust.com,404-588-8098,
10973764,Inactive Investor,Asim Hamidi,,"Allstate Financial Services, LLC Saint Charles IL 2020 Dean St",asimhamidi@allstate.com,,Salesforce
10999609,Inactive Investor,Jordan Chriss,,NYLIFE Securities LLC Raymond WA 310 6th St,,,Salesforce
10890810,Inactive Investor,Timothy Goldschmidt,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9583162,,Mary Kilberg,,,mary.kilberg@lpl.com,,List import
11166307,Inactive Investor,Robert Moore,,Lincoln Investment Atlanta GA 1895 Phoenix Blvd,rmoore@lincolninvestment.com,,Salesforce
10780463,Inactive Investor,Steven Davis,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,steven.davis@ubs.com,,Salesforce
8038271,,Johnieffiong eff,,,johneni698@gmail.com,,Web Form Fillout
214568,,Annetta Cracraft,,[Unknown],avcracraft@icloud.com,,
228360,,Olufemi -,,Olufemi [[Unknown]],femi32sogbesan@gmail.com,,Content
10962711,Inactive Investor,Lindsay Ilizaliturri,Chief Compliance Officer;Senior Vice President;Vice President,"WPA Family Office, LLC",lindsay@wpafamilyoffice.com,,Salesforce
9643881,,Blake Phillips,,,blake@apcm.net,,List import
10961339,Inactive Investor,Zackary Johnston,,LPL Financial LLC Canonsburg PA 400 Southpointe Blvd,zackary.johnston@lpl.com,,Salesforce
11132861,Inactive Investor,Ping Yu,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Plano TX 161 W Spring Creek Pkwy,sophie.yu@jpmorgan.com,,Salesforce
10916924,Inactive Investor,Dmitry Feldman,,"Saxony Securities, Inc. Deerfield IL 1020 Milwaukee Ave",,,Salesforce
9578217,,Brent Brent,,,brent@santiagocapital.com,,List import
9626936,,Erick Roy,,,e_roy12@yahoo.com,,List import
9546679,,Kevin Douglas,,,kdouglas@firstrepublic.com,,List import
9630201,,Priny Newby,,,lovelypriny@gmail.com,,List import
9633036,,Mary McCracken,,,mary.mccracken@cohencpa.com,,List import
9646814,,Curtis Willey,,,cwilley1@yahoo.com,,List import
11130802,Inactive Investor,Ashley Anderson,,LPL Financial LLC Roseville CA 1504 Eureka Rd,ashley.wada@lpl.com,,Salesforce
9620812,,Gary Wong,,,garyswong@gmail.com,,List import
10829483,Inactive Investor,Andrew Davidson,President,D.A. Davidson & Co.,,,Salesforce
10561980,,Steven Camhi,,,scamhi@gmail.com,212-826-8718,Web Form Fillout
11071992,Inactive Investor,Rafael Silverio Alvarado,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,rafael.silverio-alvarado@jpmorgan.com,,Salesforce
9544994,,James Toddy,,,jtoddy@centerstreetsecurities.com,,List import
169601,,F D,,[Unknown],fotisd@gmail.com,,
11254848,Inactive Investor,Roger Curtis,Vice President - Wealth Management,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",alan.curtis@raymondjames.com,,Salesforce
6298752,,Dinnerry jostin,,,simawa5184@moneyzon.com,,Web Form Fillout
10917390,Inactive Investor,Mathew Matusiak,Regional Leader,PFS Investments Inc. Elk Grove Village IL 1100 Nerge Rd,mathew.matusiak@primerica.com,,Salesforce
10856587,Inactive Investor,Philip Stueve,,State Farm VP Management Corp. Adel IA 513 Nile Kinnick Dr N,,,Salesforce
10981973,Inactive Investor,Aditya Pattanaik,,Sprott Global Resource Investments Ltd,apattanaik@sprottglobal.com,,Salesforce
9566809,,Ahmed Ali,,,ahmadalisd@gmail.com,,List import
10764693,Inactive Investor,John Joyce,Managing Director,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",john.joyce@alexbrown.com,,Salesforce
10614299,,Steven Cohen,"Financial Advisor, First Vice President, Investment Officer",,steven.m.cohen1@wellsfargoadvisors.com,,List Import
10827899,Inactive Investor,Phaylinh Sayasith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,phaylinh.sayasith@fidelity.com,,Salesforce
10909565,Inactive Investor,Peter Po,,Emerson Equity LLC,ppo@emersonequity.com,,Salesforce
9616747,,Kevin Jackson,,,marlandoj@gmail.com,,List import
10786375,Inactive Investor,David Zilkowski,Financial Services Representative,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",david.zilkowski@bofa.com,,Salesforce
10494365,,Stephen Cross,"Chief Compliance Officer, Investment Advisor, Managing Member, President, Principal","Cross Financial Strategies, LLC",scross@crossfinancialstrategies.com,,List Import
11170310,Inactive Investor,Araceli Kimberlin,,PFS Investments Inc. Aurora CO 6105 S Main St,araceli.kimberlin@primerica.com,,Salesforce
10938386,Inactive Investor,Deanna Carr,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11160574,Inactive Investor,Maritina Viglietta,,"MML Investors Services, LLC Rockford IL 6785 Weaver Rd",mviglietta@financialguide.com,,Salesforce
11101967,Inactive Investor,Austin Lightner,Financial Advisor,Edward Jones Americus GA 401 S Lee St,chase.lightner@edwardjones.com,,Salesforce
10981531,Inactive Investor,Walter Zabrowski,,"Northwestern Mutual Investment Services, LLC Moosic PA 52 Glenmaura National Blvd",walter.zabrowski@nm.com,,Salesforce
11072341,Inactive Investor,Joshua Little,,LPL Financial LLC Birmingham AL 2908 Pump House Rd,joshua.little@lpl.com,,Salesforce
10930765,Inactive Investor,Ryan Johnson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis MN 80 S 8th St",,,Salesforce
10858916,Inactive Investor,Gary Brockett,,Park Avenue Securities LLC Canton OH 4150 Belden Village St NW,gary_brockett@glic.com,,Salesforce
11159786,Inactive Investor,Dylan Sherwood,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,dsherwood@primerica.com,,Salesforce
10990676,Inactive Investor,Zachary Kuehl,Wealth Advisor,Madison Partners,,,Salesforce
11104380,Inactive Investor,Terrance Meyer,,"Northwestern Mutual Investment Services, LLC Valencia CA 28338 Constellation Rd",t.meyer@nm.com,,Salesforce
9641458,,Jeffrey P Smith,,,jpsmlainc@gmail.com,,List import
217539,,Mark Snowdeen,,[Unknown],tejef60127@bamibi.com,,
336987,,Edna Barnes,Member,"Rivercities Asset Management, Llc",ebarnes@rineyhancock.com,270-926-4540,Manual List Upload
11144495,Inactive Investor,Kendall Dron,,Key Investment Services LLC Denver CO 2305 S Colorado Blvd,kendall.dron@key.com,,Salesforce
9580969,,Steven Bliss,,,s.bliss@acornwa.com,,List import
9610208,,Waco Hoover,,,wacohoov@yahoo.com,,List import
2621793,,Tiffany Roese,,,tiffany@hqdigital.com,,
11200353,Inactive Investor,Ricardo Flores,Investment Advisor,Edelman Financial Engines Burbank CA Private Residence,,,Salesforce
11038920,Inactive Investor,Jae Pyon,,J.P. Morgan Securities LLC Palos Verdes Peninsula CA 828 Silver Spur Rd,jae.pyon@chase.com,,Salesforce
11100124,Inactive Investor,Paul Marsillo,Financial Advisor;Senior Vice President,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,paul.marsillo@morganstanley.com,,Salesforce
11230007,Inactive Investor,Sarahi Blaise Barthelemy,,NYLIFE Securities LLC Melville NY 1660 Walt Whitman Rd,sdblaisebart@ft.newyorklife.com,,Salesforce
11069121,Inactive Investor,Robert Loporto,,Commonwealth Financial Network Burlington MA 1 Van de Graaff Dr,rloporto@commonwealth.com,,Salesforce
321909,,michael Korman,Advisor,Raymond James,michael.korman@raymondjames.ca,,Manual List Upload
10489256,,Adam Strong,Financial Advisor,"Vanguard Advisers, Inc. Plano TX 7900 Windrose Ave",adam.c.strong@gmail.com,,List Import
9646048,,Bruna Lima,,,brunalimaassis@hotmail.com,,List import
11161408,Inactive Investor,Kevin Mcmahon,,"M Holdings Securities, Inc. Englewood CO 5299 DTC Blvd",,,Salesforce
236149,, -,,[[Unknown]],dbekis@yahoo.com,,
11118949,Inactive Investor,Jennifer Gunyan,,J.P. Morgan Securities LLC Glen Cove NY 100 Village Sq,jennifer.rais@chase.com,,Salesforce
9576339,,Herb Morgan,,,herb.morgan@cantor.com,,List import
10774711,Inactive Investor,Susan Bowman,Vice President,Rockefeller Financial LLC Houston TX 1330 Post Oak Blvd,sbowman@rockco.com,,Salesforce
11143098,Inactive Investor,Kyle Sheets,Financial Advisor,"Osaic Institutions, Inc. Morton IL 721 W Jackson St",ksheets@wintrustwealth.com,,Salesforce
9591538,,Hadi Kabalan,,,kabalanhd@gmail.com,,List import
11156870,Inactive Investor,James Lauro,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",jim.lauro@nm.com,,Salesforce
11218396,,Momin Razzaque,,,momin.razzaque@jpmorgan.com,,List Import
11103258,Inactive Investor,Alberto Herrera,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",alberto.herrera@schwab.com,,Salesforce
6876085,,Rob Buirski,,,buirskra@gmail.com,,Web Form Fillout
10813234,Inactive Investor,James Roberts,Family Wealth Director;Financial Advisor;Sports and Entertainment Director,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,graham.roberts@morganstanley.com,,Salesforce
10811167,Inactive Investor,Deirdre Kochanski,Chief Compliance Officer;Director - Plan Services,Wellspring Financial Partners,dkochanski@wellspringfp.com,,Salesforce
11168541,Inactive Investor,Lesa Ferguson,,Country Capital Management Company Lynden WA 1610 Grover St,lesa.boxx@countryfinancial.com,,Salesforce
10948636,Inactive Investor,Stephen Schultz,Financial Advisor,Lincoln Investment Horsham PA 5 Walnut Grove Dr,sschultz@lincolninvestment.com,,Salesforce
11173022,Inactive Investor,Kenneth Crowley,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Arlington VA 1812 N Moore St,kcrowley@rockco.com,,Salesforce
10791687,Inactive Investor,Dino Jambresic,,Fidelity Brokerage Services LLC Tampa FL 3000 Bayport Dr,dino.jambresic@fidelity.com,,Salesforce
10848056,Inactive Investor,Bradley Burditt,,"Cambridge Investment Research, Inc. Grain Valley MO 1321 SW Eagles Pkwy",,,Salesforce
10979077,Inactive Investor,David Reidenbach,,PFS Investments Inc. San Antonio TX 911 Isom Rd,david.reidenbach@primerica.com,,Salesforce
10847650,Inactive Investor,Scott Rice,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",,,Salesforce
11222519,,Andrew Wheeler,,,awheeler@commonwealth.com,,List Import
11184605,Inactive Investor,Richard Risley,,Cetera Investment Services LLC East Hartford CT 111 Founders Plz,richard.risley@ceterainvestors.com,,Salesforce
229133,,DeeZ -,,DeeZ [[Unknown]],crypto_mininggang@icloud.com,,
9560337,,John Morgensen,,,johninreno@gmail.com,,List import
11003356,Inactive Investor,Thaddeus Scruggs,,"Northwestern Mutual Investment Services, LLC Annapolis MD 888 Bestgate Rd",thaddeus.scruggs@nm.com,,Salesforce
10882309,Inactive Investor,Brandt Hockman,Financial Advisor,Edward Jones Ankeny IA 1610 SW Main St,brandt.hockman@edwardjones.com,,Salesforce
10810760,Inactive Investor,Rickita Owens,Portfolio Associate,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,,,Salesforce
10762404,Inactive Investor,Dawn Krysan,Portfolio Associate,Morgan Stanley Wayzata MN 445 Lake St E,dawn.m.krysan@morganstanley.com,,Salesforce
9547847,,Jigisha Desai,,,jigisha.desai@suntrust.com,,List import
67670,,Karen Gould,Financial Associate,Thrivent Investment Management Inc.,karen.gould@thrivent.com,,
9568751,,alan haston,,,alanh511@gmail.com,,List import
9555484,,Don Horne,,,donhorne@pioneer-financial.com,,
345132,,Stephen Haberstroh,Partner,Castlekeep Investment Advisors,steve@castlekeepadvisors.com,203-682-7200,Manual List Upload
9603335,,Leslie Finnemore,,,lfinnemore@firvaadvisory.com,,List import
9545852,,Susana Florian,,,susana.florian@comcast.net,,List import
9925268,,Sifiso Malaka,,,evansfiso25@gmail.com,,Web Form Fillout
10659690,,Sarah Bass,,,sarah.bass@primerica.com,,List Import
10724941,,Tutay Daryn,,,tutay_98@mail.ru,,Web Form Fillout
11213589,Inactive Investor,Thomas Flaig,President,"Borthwick Associates, Inc.",tom@borthwickassociates.com,,Salesforce
10827857,Inactive Investor,Dawn Thompson,,J.P. Morgan Securities LLC Raleigh NC 8805 Six Forks Rd,dawn.thompson-taffe@chase.com,,Salesforce
11142617,Inactive Investor,Daniel Costa,,LPL Financial LLC Wexford PA 2000 Corporate Dr,,,Salesforce
10619233,,Karen Asbra,,,kasbra@rrcapital.com,,List Import
11208421,Inactive Investor,Julie Weekley,,"Kestra Investment Services, LLC Columbus OH 469 Delegate Dr",,,Salesforce
349196,,Brian Klump,Lead Developer,"Ground Swell Capital, Llc",brian@groundswellcap.com,843-588-5169,Manual List Upload
11069458,Inactive Investor,Gerard Dillon,Specialist,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11106813,Inactive Investor,Richard Schmidt,,State Farm VP Management Corp. Lawrenceville GA 4825 Sugarloaf Pkwy,richard.schmidt.jm5a@statefarm.com,,Salesforce
11077189,Inactive Investor,James English,,Cetera Investment Services LLC Harvey ND 700 Lincoln Ave,james.english@ceterais.com,,Salesforce
10980807,Inactive Investor,Alexis Muro,,"Avantax Investment Services, Inc.",,,Salesforce
10961217,Inactive Investor,Brian Popp,,"M Holdings Securities, Inc. Moosic PA 30 ED Preate Dr",,,Salesforce
10828220,Inactive Investor,Loren Snyder,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Indianapolis IN Private Residence,lasnyder@rwbaird.com,,Salesforce
9631320,,Ash Lal,,,ash@anchorlabs.com,,List import
11201113,Inactive Investor,Gail King,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Owner,"King Retirement Solutions, LLC",,,Salesforce
11148285,Inactive Investor,Shirn Baptiste,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,sbaptiste@ft.newyorklife.com,,Salesforce
10883463,Inactive Investor,Evan Chiarenzelli,Chief Compliance Officer;Managing Member;Owner,Craft Asset Management,evan@craftwealthservices.com,,Salesforce
373660,,Anteneh Belay,,[Unknown],belay1980@hotmail.com,,source
10662193,,James Huskin,,,dhuskin@forumfinancial.com,,List Import
11198470,Inactive Investor,Jonathan Acevedo,,J.P. Morgan Securities LLC Lancaster CA 805 W Lancaster Blvd,,,Salesforce
10755547,Inactive Investor,Morgan Cisneros,Team Administrator,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,morgan.cisneros@ubs.com,,Salesforce
233644,, -,,[[Unknown]],adrian@riveroak.com.au,,Organic Search
10817329,Inactive Investor,Craig Sharp,Advisor;Managing Director,Rockefeller Financial LLC Grand Rapids MI 45 Ottawa Ave SW,csharp@rockco.com,,Salesforce
9624045,,Harry Rödel,,,info@tua.earth,,List import
10808172,Inactive Investor,Jeff Johnson,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley Lake Oswego OR 4800 Meadows Rd,jeff.m.johnson@morganstanley.com,,Salesforce
11204509,Inactive Investor,Cynthia Heiser,Team Administrator,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,cynthia.heiser@ubs.com,,Salesforce
10948891,Inactive Investor,Jasmine Urbanek,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
189529,,Amik Ahmad,,United States,amikahmad@gmail.com,,source
10856946,Inactive Investor,Gerald Hannah,Financial Advisor,"Wells Fargo Clearing Services, LLC Meridian MS 2115 5th St",gerald.hannah@wellsfargoadvisors.com,,Salesforce
9592022,,Muna Haji,,,muna.haji88@gmail.com,,List import
11126719,Inactive Investor,Christopher Marshall,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",christopher.marshall@nm.com,,Salesforce
10785904,Inactive Investor,Peter Hall,,"Cambridge Investment Research, Inc. Kings Park NY 277 Indian Head Rd",,,Salesforce
9646827,,Teo Horvat,,,teohorvatt@gmail.com,,List import
9631824,,vincent braun,,,vincent.braun@comcast.net,,List import
10866152,Inactive Investor,Raechel Hicks,,J.P. Morgan Securities LLC Seattle WA 1417 Queen Anne Ave N,raechel.hicks@jpmorgan.com,,Salesforce
11094748,Inactive Investor,John Bishop,Chief Compliance Officer;Chief Investment Strategist;Managing Member,"Wellington Capital Advisors, LLC",,,Salesforce
11182905,Inactive Investor,Beatriz Gonzalez,,UBS Financial Services Inc. Miami FL 550 Biltmore Way,,,Salesforce
10645373,,Matthew Wendell,,,mwendell@calamos.com,,List Import
11076141,Inactive Investor,Francine Eaves-Ranft,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",francine.eaves-ranft@ml.com,,Salesforce
11166476,Inactive Investor,Richard Sharpe,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",richard.r.sharpe@nm.com,,Salesforce
11174228,Inactive Investor,Benjamin Rosengard,,LPL Financial LLC Moorestown NJ 308 Harper Dr,benjamin.rosengard@lpl.com,,Salesforce
11086131,Inactive Investor,Kenneth Lee,,"Allstate Financial Services, LLC Rockville MD 11611 Nebel St",kennethlee2@allstate.com,,Salesforce
10808427,Inactive Investor,Fahad Fazal,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tarpon Springs FL 910 E Tarpon Ave",fahad.fazal@ml.com,,Salesforce
10916112,Inactive Investor,David Treft,President,"Souders Financial Advisors, LLC",david.treft@soudersfinancial.com,,Salesforce
10849234,Inactive Investor,Walter Grant,,LPL Financial LLC Memphis TN 5100 Poplar Ave,walt.grant@lpl.com,,Salesforce
9621456,,John Butler,,,teyanabrown300@gmail.com,,List import
11222122,,Eric Daniel,,,edaniel@cfnmail.com,,List Import
10828897,Inactive Investor,Kris Thorvaldson,Financial Advisor,LPL Financial LLC Rawlins WY 415 W Cedar St,kris.thorvaldson@lpl.com,,Salesforce
10963680,Inactive Investor,Svetlin Krastev,Member,Black Sea Gold Advisors LLC,,,Salesforce
11230929,Inactive Investor,Anne Silvestro,,LPL Financial LLC Eatontown NJ 145 Wyckoff Rd,annie.silvestro@lpl.com,,Salesforce
10899936,Inactive Investor,Mary Reid,,Citigroup Global Markets Inc. Jersey City NJ 480 Washington Blvd,,,Salesforce
10768735,Inactive Investor,Nicole Gallimore,Manager;Senior Team Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,nicole.gallimore@edwardjones.com,,Salesforce
11153313,Inactive Investor,Malcolm Roane,,"Osaic Institutions, Inc. Downey CA 7800 Imperial Hwy",,,Salesforce
11105902,Inactive Investor,Jonathan Boldebuck,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Fayetteville AR 2894 N McKee Cir",jonathan.boldebuck@tiaa.org,,Salesforce
11199433,Inactive Investor,Charles Seeberger,,J.P. Morgan Securities LLC Cornelius NC 19501 Jetton Rd,charles.seeberger@jpmorgan.com,,Salesforce
10618072,,Steven Coleman,,,s.coleman@ml.com,,List Import
10961503,Inactive Investor,Russel Kendall,Financial Advisor,Edward Jones Solon OH 6240 Som Center Rd,,,Salesforce
11052365,Inactive Investor,Holden Mobley,,"Taylor Securities, Inc.",,,Salesforce
11147280,Inactive Investor,Roxanne Parsley,,"Allstate Financial Services, LLC Melbourne FL 1801 Sarno Rd",roxanneparsley@allstate.com,,Salesforce
9641801,,Stacey Crooks,,,scrooks7@aol.com,,List import
9415765,,Steve Hoover,,Steve Hoover,sph2ics@rit.edu,,List import
10799706,Inactive Investor,William Rossi,Member;Partner,"Koss-Olinger Consulting, LLC.",wjr@kossolinger.com,,Salesforce
10845711,Inactive Investor,Brian Hood,Partner,Legacy Financial Group,brian.hood@lfgplanners.com,,Salesforce
10940863,Inactive Investor,Albert Flor,,"DAI Securities, LLC",,,Salesforce
75123,,Reno Vasseur,VP Sales,Link3d,rvasseur78@gmail.com,,
10932394,Inactive Investor,Teresa Barthuly,Administrator,"Capstone Wealth Advisors, Inc.",tbarthuly@capstonewa.com,,Salesforce
11117177,Inactive Investor,Michelle Herickhoff,Financial Advisor,"Osaic Wealth, Inc. Avon MN 110 Avon Ave N",,,Salesforce
11205853,Inactive Investor,James Williams,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9611124,,safi nachi,,,safi.nachi@hotmail.com,,List import
10864458,Inactive Investor,Michael Libock,Advisor,"Equitable Advisors, LLC Pompano Beach FL Private Residence",michael.libock@equitable.com,,Salesforce
84811,,Ian Murray,Managing Partner,Peak Ten Capital,ian.murray@peaktencapital.com,,
10900946,Inactive Investor,Sally Kesey,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Eugene OR 800 Willamette St",sally.stender@ml.com,,Salesforce
9606456,,alex denis,,,alex.denis.ottawa.copywriting@hotmail.com,,List import
9636661,,Richard Ramassini,,,rramassini@pnc.com,,List import
11187194,Inactive Investor,Jason Oliver,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,,,Salesforce
10512946,,Marion Sternberg,,,angelhi2@msn.com,,Web Form Fillout
9543297,,Eugene Piacentini,,,g.piacentini@transamerica.com,,List import
10948064,Inactive Investor,Adam Borths,Financial Planning Specialist,"Ameriprise Financial Services, LLC De Pere WI 113 S Broadway",adam.borths@ampf.com,,Salesforce
11175359,Inactive Investor,Daniel Ventura,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7650 Edinborough Way",daniel.ventura@ampf.com,,Salesforce
223170,,Anna Povinelli,Managing Director,Kroll LLC,anna.povinelli@kroll.com,,
128081,,Jeff Bornhoft,,"Cwm, Llc",jbornhoft@carsoninstitutional.com,,
10767279,Inactive Investor,Theodore Rich,,"Hornor, Townsend & Kent, LLC Linwood NJ 1201 New Rd",trich@htk.com,,Salesforce
333252,,Rj Smolenski,,Pitcairn,r.smolenski@pitcairn.com,,Manual List Upload
11073450,Inactive Investor,Brian Orr,Corporate Retirement Director;Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Savannah GA 7402 Hodgson Memorial Dr,brian.orr@morganstanley.com,,Salesforce
11180888,Inactive Investor,Michael Haderer,Manager - Financial Services;Regional Director,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",michael.haderer@prudential.com,,Salesforce
11005522,Inactive Investor,Justin Dealy,,"Equitable Advisors, LLC Colorado Springs CO 2 N Cascade Ave",justin.dealy@equitable.com,,Salesforce
11219497,,Marshall Quan,,,marshall@oceanparkam.com,,Other
9576256,,Babyjo Agripa -,,,babyjoagripa11@gmail.com,,List import
10761502,Inactive Investor,Quentin Fenn-Anstruther,Financial Planning Specialist;Wealth Management Associate,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,quentin.d.fennanstruther@morganstanley.com,,Salesforce
351232,,Elaine Lee,Wealth Management Advisor,"Summit Place Financial Advisors, Llc",elaine.lee@summitplacefinancial.com,908-517-5880,Manual List Upload
11136319,Inactive Investor,Daniel Hamlet,Financial Advisor,Edward Jones Fairmont MN 722 E Blue Earth Ave,dan.hamlet@edwardjones.com,,Salesforce
11036219,Inactive Investor,Elliott Wallace,,"First Heartland Capital, Inc. Duluth GA 3659 Hermitage Dr",ewallace@firstheartland.com,,Salesforce
225222,,Hyacinth Dewar,,[Unknown],lynncan7@gmail.com,,
11152545,Inactive Investor,James Sather,,"OFG Financial Services, Inc. Fort Scott KS 399 E Hudson St",jimsather@ofgfinancial.com,,Salesforce
11066706,Inactive Investor,Daniel Hastings,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10967639,Inactive Investor,Nicholas Gamez,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,,,Salesforce
11164937,Inactive Investor,Rebecca Arnold,,"Parkland Securities, LLC San Angelo TX 16 E Beauregard Ave",rarnold@parklandrep.com,,Salesforce
10880734,Inactive Investor,Lindsay Hansman,Vice President;Wealth Planner,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,lindsay.hansman@jpmorgan.com,,Salesforce
11148650,Inactive Investor,Joshua Ketterling,,Commonwealth Financial Network Ventura CA 2299 E Main St,jketterling@commonwealth.com,,Salesforce
10588632,,Ferdi Ferdi,,,smuhferdi@gmail.com,,Web Form Fillout
11130314,Inactive Investor,Dale Danner,,USA Financial Securities LLC Camp Hill PA 3901 Hartzdale Dr,,,Salesforce
11102088,Inactive Investor,Ciara Young,,MWA Financial Services Inc. Naples FL 3435 10th St N,ciara.young@modern-woodmen.org,,Salesforce
11043508,Inactive Investor,Amanda Wise,Financial Planner;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summerville SC 10090 Dorchester Rd",amanda.wise@ml.com,,Salesforce
370613,,Robert Yanagawa,,Canada,bobby.yanagawa2@gmail.com,,Salesforce
11213563,Inactive Investor,Brian Harvey,Senior Investment Analyst,Jackson Creek Investment Advisors LLC,bharvey@jacksoncreekinvest.com,,Salesforce
10758780,Inactive Investor,Craig Kurth,Chief Compliance Officer;Chief Executive Officer;Managing Member;Wealth Advisor,PCG Wealth Management,ckurth@pcgstrategies.com,,Salesforce
11200903,Inactive Investor,Michael Martin,Financial Advisor,"Osaic Wealth, Inc. Brandon FL 350 E Robertson St",,,Salesforce
10839168,Inactive Investor,Mark Jewett,,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",mark.jewett@mutualofomaha.com,,Salesforce
9551010,,Anant Garg,,,anant.garg@deshaw.com,,
10856170,Inactive Investor,Charles Trexler,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,charles.trexler.b2tp@statefarm.com,,Salesforce
11128247,Inactive Investor,Dennis Anderson,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11132156,Inactive Investor,Stephanie Wade,,The AmeriFlex Group Haddon Heights NJ 711 Station Ave,,,Salesforce
11010520,Inactive Investor,Maxwell Adelman,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,max.adelman.e3wh@statefarm.com,,Salesforce
10779505,Inactive Investor,Faheen Allibhoy,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,faheen.allibhoy@jpmorgan.com,,Salesforce
10832596,Inactive Investor,Michael Nedreski,President;Wealth Advisor,Gladstone Wealth Partners Erie PA 100 State St,michael.nedreski@gladstonewealth.com,,Salesforce
9563914,,Kevin Farmer,,,kevinfarmer2012@gmail.com,,List import
10889758,Inactive Investor,Jean Basson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jean_basson@vanguard.com,,Salesforce
10618252,,Thomas Lonergan,,,thomas.lonergan@wellsfargoadvisors.com,,List Import
10837029,Inactive Investor,Mark Kemp,Financial Advisor,LPL Financial LLC Harleysville PA 331 Ruth Rd,mark.kemp@lpl.com,,Salesforce
11022936,Inactive Investor,Bruce Grebin,,"Farmers Financial Solutions, LLC Scottsdale AZ 6609 N Scottsdale Rd",,,Salesforce
9578625,,Glenn Andrews,,,gandrews@cardinalcapitalmanagement.com,,List import
9865692,,Wanda Claassen,,,wandaclaassen@gmail.com,0732066708,Web form fillout
10487398,,Eric Maloy,Managing Director,Gladstone Management Corporation,eric.maloy@gladstonecompanies.com,,List Import
10969433,Inactive Investor,Patrick Joyce,Financial Advisor,Thrivent Investment Management Inc. Downers Grove IL 1411 Opus Pl,patrick.joyce@thrivent.com,,Salesforce
9594618,,Huy Nguyen,,,danghuy.bmt@gmail.com,,List import
9616390,,Anne Obrien,,,annemobrien@gmail.com,,List import
10906026,Inactive Investor,Daniel Bellina,,"Osaic Wealth, Inc. Miami FL 5251 SW 64th Ave",,,Salesforce
11011096,Inactive Investor,Victor Simons,,"Equitable Advisors, LLC San Juan PR 270 Ave Munoz Rivera",victor.simons@equitable.com,,Salesforce
10657553,,Kevin Moon,,,kmoon.6rjth@primerica.com,,List Import
10973642,Inactive Investor,Matthew Ferrel,Managing Director,"MML Investors Services, LLC Pleasanton CA 6701 Koll Center Pkwy",mferrel@massmutual.com,,Salesforce
9609238,,James Seyffart,ETF Strategist,Bloomberg Intelligence,Jseyffart3@bloomberg.net,,List import
122325,,Giuseppe Cristiano,,[Unknown],giuseppe.cristiano@gmail.com,,source
9621685,,Lutfar Rahman,,,rahmal5@yahoo.com,,List import
9596875,,Joseph Salcido,,,jsalcido@financialengines.com,,List import
191854,,Barbara Ollinger,Advisor,HTG Investment Advisors Inc,barbara@htgadvisors.com,203-972-8262,
11031109,Inactive Investor,Mohammad Amer,,"Voya Financial Advisors, Inc. Frederick MD Private Residence",mohammad.amer@voyafa.com,,Salesforce
10768176,Inactive Investor,Steven Simons,,Cetera Financial Specialists LLC Buffalo Grove IL Private Residence,steven.simons@ceterafs.com,,Salesforce
11074677,Inactive Investor,Douglas Thompson,,"Allstate Financial Services, LLC Harlingen TX 1117 N Stuart Place Rd",doug.thompson@allstate.com,,Salesforce
38661,,Salvador Chavez,Financial Advisor,SWBC Investment Company,schavez@swbc.com,915-926-2258,
10991584,Inactive Investor,Nathalie Moss,,"Osaic Institutions, Inc. Virginia Beach VA 582 Lynnhaven Pkwy",,,Salesforce
9578843,,Terri Landis,,,terri.landis@53.com,,List import
11189710,Inactive Investor,Tyler Knapp,,Morgan Stanley Alpharetta GA 6655 Town Sq,tyler.knapp@morganstanley.com,,Salesforce
10838605,Inactive Investor,Rischi Sharma,Investment Advisor,LPL Financial LLC Lexington KY 1089 Chinoe Rd,rischi.sharma@lpl.com,,Salesforce
11132160,Inactive Investor,Ryan Jackson,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC New York NY 69 5th Ave,ryan.jackson@jpmorgan.com,,Salesforce
11212526,Inactive Investor,Lawson Ballard,Financial Advisor,"Raymond James & Associates, Inc. Greenville SC 112 Haywood Rd",,,Salesforce
10978455,Inactive Investor,Jacqueline Shelby,,Key Investment Services LLC Cleveland OH 2185 Warrensville Center Rd,jacqueline_shelby@keybank.com,,Salesforce
10980747,Inactive Investor,Jody Holt,Chief Compliance Officer;Financial Advisor;Managing Member,Holt Wealth Management LLC,jody@holtwm.com,,Salesforce
7318693,,Sandy Roskes,,,sandy.roskes@gmail.com,,Web form fillout
11160183,Inactive Investor,Juan Jimenez,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,antonio.jimenez.loev@statefarm.com,,Salesforce
11086080,Inactive Investor,Blair Sexton,Financial Advisor,Edward Jones Puyallup WA 333 S Meridian,blair.sexton@edwardjones.com,,Salesforce
11156366,Inactive Investor,David Smith,Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Raleigh NC 3800 Glenwood Ave,david.e1.smith@morganstanley.com,,Salesforce
9563323,,Edward Waldron,,,ted.waldron@lfg.com,,List import
11036679,Inactive Investor,Robert Skaggs,Partner;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",bob.skaggs@nm.com,,Salesforce
9599214,,Charles Maimone,,,cmaimone@comcast.net,,List import
216591,,george bernard,,[Unknown],gbernard@healthviewria.com,,Event
11187930,Inactive Investor,Dalten Temples,,State Farm VP Management Corp.,,,Salesforce
10753917,Inactive Investor,Paul Kim,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",paul.kim@wellsfargoadvisors.com,,Salesforce
9563200,,Ethan Fisher,,,ethfisher@gmail.com,,List import
11124161,Inactive Investor,Brian Eder,,"Northwestern Mutual Investment Services, LLC Minneapolis MN 225 S 6th St",brian.eder@nm.com,,Salesforce
9587803,,Devin Bush,,,devin_bush@hotmail.com,,List import
9638666,,Brian Doyle,,,bdoyle@cftexas.org,,List import
10730571,,CHEN SHI XUAN,,,chenshixuan@bitv.com,,Web Form Fillout
11238303,Inactive Investor,Richard Osikowicz,,Glass Jacobson Wealth Advisors,richard.osikowicz@glassjacobsonia.com,,Salesforce
10802342,Inactive Investor,Steve Barrilleaux,Financial Advisor,LPL Financial LLC Rocklin CA 6520 Lonetree Blvd,steve.barrilleaux@lpl.com,,Salesforce
10928037,Inactive Investor,Scott Anderson,,Stonex Securities Inc. Maple Grove MN Private Residence,scott.anderson@saswealth.com,,Salesforce
9608139,,Michael Guarneri,,,mguarneri@accipitercm.com,,List import
9565007,,Michelle Wells,,,michelle@darrowwealthmanagement.com,,List import
11184753,Inactive Investor,Amanda Simon,,State Farm VP Management Corp. Russellville KY 597 E 4th St,amanda.gossett.pdn8@statefarm.com,,Salesforce
11200142,Inactive Investor,Michael Verde,Financial Advisor,Edward Jones North Easton MA 285 Washington St,mike.verde@edwardjones.com,,Salesforce
11012948,Inactive Investor,James Wolfe,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,,,Salesforce
10931856,Inactive Investor,Paul Dunlap,,"Cambridge Investment Research, Inc. Keokuk IA 2416 Main St",pdunlap@cambridgesecure.com,,Salesforce
10823923,Inactive Investor,John Shuster,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",john.shuster@wellsfargoadvisors.com,,Salesforce
10959755,Inactive Investor,Robert Robinson,Associate Representative,Thrivent Investment Management Inc. Myrtle Beach SC 1293 Professional Dr,carter.robinson@thrivent.com,,Salesforce
10986981,Inactive Investor,Daniel Dhillon,Financial Advisor,LPL Financial LLC San Francisco CA 505 Montgomery St,dan.dhillon@lpl.com,,Salesforce
10761855,Inactive Investor,Catherine Keener,Assistant Vice President;Wealth Management Associate,Morgan Stanley Columbus OH 41 S High St,,,Salesforce
10930117,Inactive Investor,Laura Bare,Financial Advisor,LPL Financial LLC Lisle IL 4300 Commerce Ct,laura.bare@lpl.com,,Salesforce
11084848,Inactive Investor,Stacy Stryker,,"Wells Fargo Clearing Services, LLC Brea CA 135 S State College Blvd",stacy.stryker@wellsfargoadvisors.com,,Salesforce
10925819,Inactive Investor,Irene Aponte,,Edward Jones Mount Kisco NY 71 Smith Ave,irene.aponte@edwardjones.com,,Salesforce
10614683,,Scott Zemachson,"Financial Advisor, Managing Director",,scott.zemachson@morganstanley.com,,List Import
10844848,Inactive Investor,Ethan Mendelson,Investment Associate,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",ethan.mendelson@rbc.com,,Salesforce
11132105,Inactive Investor,Marjorie Burke,Chief Compliance Officer;Director;Portfolio Manager,Mitchell Vaught & Taylor Inc,mmitchell@mvtinvest.com,,Salesforce
10888188,Inactive Investor,James Green,,"Equitable Advisors, LLC Sylacauga AL 26 W 2nd St",james.green2@equitable.com,,Salesforce
10805013,Inactive Investor,Howard Burnett,Financial Advisor;First Vice President,Morgan Stanley Columbus OH 4449 Easton Way,howard.burnett@morganstanley.com,,Salesforce
11156783,Inactive Investor,Diana Paris,,LPL Financial LLC Corpus Christi TX 802 N Carancahua St,diana.paris@lpl.com,,Salesforce
9593751,,Steven Yadegari,,,syadegari@crmfunds.com,,List import
10945987,Inactive Investor,Deborah King,,Asset Management Associates,deborah@assetmanagementassociates.com,,Salesforce
11008926,Inactive Investor,Daniel Hirst,,"Saybrus Equity Services, LLC Saint Michael MN Private Residence",dhirst@saybruspartners.com,,Salesforce
11198144,Inactive Investor,Julie Brunswick,,"J.W. Cole Financial, Inc. Fort Myers FL 12525 New Brittany Blvd",,,Salesforce
11184988,Inactive Investor,Joseph Dougherty,,"Wells Fargo Clearing Services, LLC Wayne PA 150 N Radnor Chester Rd",joe.dougherty@wellsfargo.com,,Salesforce
11122959,Inactive Investor,Adam Hillebold,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,ahillebold@ft.newyorklife.com,,Salesforce
10764602,Inactive Investor,Jay Demeter,Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,jdemeter@investdavenport.com,,Salesforce
11010174,Inactive Investor,John Reed,,NYLIFE Securities LLC Norfolk VA 130 W Olney Rd,jwreed00@ft.newyorklife.com,,Salesforce
10966268,Inactive Investor,Shanda Plagman,,PFS Investments Inc. Torrance CA 3655 Torrance Blvd,shanda.williams@primerica.com,,Salesforce
9606064,,Elizabeth Stein,,,estein7@gmail.com,,List import
11236415,Inactive Investor,Nicholas Giacoumakis,,"The Colony Group, LLC Windham NH 115 Indian Rock Rd",,,Salesforce
11024615,Inactive Investor,Sean Davis,,NYLIFE Securities LLC Glen Allen VA 4435 Waterfront Dr,smdavis00@ft.newyorklife.com,,Salesforce
10967221,Inactive Investor,Raymond Lucas,,Vanguard Marketing Corporation,raymond_lucas@vanguard.com,,Salesforce
11231668,Inactive Investor,Katherine Velazquez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack NY 2 Crosfield Ave",katherine.velazquez@ml.com,,Salesforce
10896181,Inactive Investor,Annie Rodriguez,Team Lead,"Wells Fargo Clearing Services, LLC New York NY 1211 Avenue of the Americas",,,Salesforce
10793283,Inactive Investor,David Rubin,Financial Advisor,LPL Financial LLC Clearwater FL Private Residence,david.g.rubin@lpl.com,,Salesforce
10836396,Inactive Investor,Shalyn Clark,,State Farm VP Management Corp. Hurst TX 2000 Precinct Line Rd,,,Salesforce
349084,,Joseph Tansey,"Partner, President, CCO",Garrison Investment Group Lp,jtansey@garrisoninv.com,212-372-9500,Manual List Upload
11165523,Inactive Investor,Eric Suboticki,,J.P. Morgan Securities LLC Cuyahoga Falls OH 2647 Bailey Rd,,,Salesforce
9554306,,Robert Smith,,,rmsmith@financialguide.com,,List import
11135073,Inactive Investor,Taylor Shoop,Branch Manager;Vice President,"Ameriprise Financial Services, LLC Los Angeles CA 2029 Century Park E",taylor.e.shoop@ampf.com,,Salesforce
10972825,Inactive Investor,Dallas Jackson,Wealth Advisor,"Finwell, Inc.",dallas.jackson@finwellbenefits.com,,Salesforce
11040379,Inactive Investor,Dean Stange,Partner;Private Wealth Manager,Creative Planning Madison WI 2501 W Beltline Hwy,dean.stange@creativeplanning.com,,Salesforce
10819175,Inactive Investor,Cherie Andrews,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,cherie.andrews@fidelity.com,,Salesforce
11234142,Inactive Investor,Michelle Fenton,Financial Advisor,"Centaurus Financial, Inc. Thousand Oaks CA 310 N Westlake Blvd",,,Salesforce
10791951,Inactive Investor,Daniel Witham,Branch Manager,LPL Financial LLC Tulsa OK 8516 E 101st St,dan.witham@lpl.com,,Salesforce
217105,,Shawn Chan,,Singapore,trychantry@gmail.com,,Organic Search
9560350,,Ricky Dhabalt,,,dhabalt.rick@principal.com,,List import
11134387,Inactive Investor,Lucas Spicer,,Fidelity Brokerage Services LLC,,,Salesforce
10854522,Inactive Investor,Jeffrey Richards,,"Charles Schwab & Co., Inc. Centerville MA 1597 Falmouth Rd",,,Salesforce
9626025,,Henri Gautier,,,gautierhenriparis@gmail.com,,List import
10488282,,Kevin Kuhnel,Investment Advisor Representative,"Truist Advisory Services, Inc.",kckuhnel@gmail.com,,List Import
1001604,Inactive Investor,Mike Barry,VP,Duchossois Capital Management,mbarry@duch.com, +1 312 586 2080,
11155054,Inactive Investor,Joel Bogosh,,"Steward Partners Investment Solutions, LLC",joel.bogosh@stewardpartners.com,,Salesforce
10810472,Inactive Investor,Ann Ries,Financial Advisor;Vice President,Morgan Stanley Colorado Springs CO 121 S Tejon St,ann.ries@morganstanley.com,,Salesforce
9592898,,CHARLES TANEOUS,,,charles.taneous@gmail.com,,List import
11076388,Inactive Investor,Carlon Cagle,,Cetera Financial Specialists LLC Fayetteville AR 3164 W Montrail Pl,carlon.cagle@ceterafs.com,,Salesforce
11123568,Inactive Investor,Albany Breckenridge,,J.P. Morgan Securities LLC Bowie MD 15509 Annapolis Rd,albany.l.breckenridge@chase.com,,Salesforce
10656528,,Brian Tarro,,,brian.tarro@lpl.com,,List Import
9619699,,Shaffin Shariff,,,shaffin@wakerobininn.com,,List import
9542213,,Ethan Packard,,,ethan@unchained.com,,List import
11087944,Inactive Investor,Lindsey Frogge,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,lindsey.frogge@jpmorgan.com,,Salesforce
11187116,Inactive Investor,Lirime Mcguire,Financial Advisor,"Synovus Securities, Inc. Macon GA 5429 Bowman Rd",limamcguire@synovus.com,,Salesforce
9599256,,Catherine Woodman,,,catherine@theimpactinvestors.com,,List import
9560709,,Jesse Hudson,,,jesseahudson@jourrapide.com,,List import
9571300,,Claude Villarreal,,,claude.villarreal@usaa.com,,List import
10819837,Inactive Investor,Brandon Mowfy,Financial Advisor,"Wells Fargo Clearing Services, LLC Norfolk VA 999 Waterside Dr",brandon.mowfy@wellsfargoadvisors.com,,Salesforce
10760162,Inactive Investor,Fazil Tiryakioglu,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",daver_tiryakioglu@ml.com,,Salesforce
11038682,Inactive Investor,Eric Lueptow,Associate Wealth Advisor;Financial Advisor,"CliftonLarsonAllen Wealth Advisors, LLC Appleton WI 200 E Washington St",eric.lueptow@claconnect.com,,Salesforce
11131421,Inactive Investor,Chad Winter,,"Osaic Wealth, Inc. Lincoln NE 770 N Cotner Blvd",,,Salesforce
9614516,,Sarunas A,,,sharas_a@yahoo.com,,List import
10984264,Inactive Investor,Jarrod Crawford,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,jarrod_crawford@vanguard.com,,Salesforce
11097134,Inactive Investor,Steven Jeffries,Manager,"Jeffries Capital Management, LLC",,,Salesforce
10951614,Inactive Investor,Susanna Hericks,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10979375,Inactive Investor,Caitlin Durio,,J.P. Morgan Securities LLC Houston TX 600 Travis St,caitlin.durio@jpmorgan.com,,Salesforce
11041401,Inactive Investor,Noah Rodriguez,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,,,Salesforce
10912837,Inactive Investor,William Badders,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Nacogdoches TX 1323 N University Dr",cole.badders@wfafinet.com,,Salesforce
237881,, -,,[[Unknown]],jephipps@gmail.com,,Organic Search
1002037,Inactive Investor,Kenneth Miller,Chief Financial Officer,Landmark Management,kmiller@lmai.com, +1 212 794 6060,
11190541,Inactive Investor,Hunter Sherman,,"Ameriprise Financial Services, LLC Manteno IL 1056 Lincoln Dr",hunter.sherman@ampf.com,,Salesforce
10865679,Inactive Investor,Juan Quintero,Vice President,PFS Investments Inc. Burbank CA 303 N Glenoaks Blvd,juan.quintero@primerica.com,,Salesforce
11206747,Inactive Investor,Terrie Yung,Investment Service Associate,Cetera Advisor Networks LLC Riverside CA 4270 Riverwalk Pkwy,terrie.yung@lpl.com,,Salesforce
10912088,Inactive Investor,Vishnupriya Akella,,J.P. Morgan Securities LLC Los Gatos CA 15698 Los Gatos Blvd,vishnupriya.akella@jpmorgan.com,,Salesforce
11130000,Inactive Investor,Kevin Munnell,,"VALIC Financial Advisors, Inc. Bellefonte PA Private Residence",kevin.munnell@valic.com,,Salesforce
11034156,Inactive Investor,Lydia Hamilton,,"RBC Capital Markets, LLC Denver CO 1801 California St",,,Salesforce
11179596,Inactive Investor,Kenneth McAfee,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",kenneth.p.mcafee@wellsfargoadvisors.com,,Salesforce
11029747,Inactive Investor,Stacy Bosch,Director;Vice President,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",stacy.bosch@53.com,,Salesforce
10759403,Inactive Investor,Nickolas Sophinos,,Goldman Sachs & Co.,nickolas.sophinos@gs.com,,Salesforce
10757426,Inactive Investor,Robert Hunter,Founder;Principal;Regulatory Contact,Marin Wealth Advisors LLC,rch@marinwealthadvisors.com,,Salesforce
11164352,Inactive Investor,Oskar Tauring-Traxler,Financial Advisor,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,o.tauringtraxler@lpl.com,,Salesforce
9591861,,Mark Sletten,,,msletten@xmission.com,,List import
9556682,,Gholam Sarpakeh,,,sarpak@ymail.com,,List import
10559936,,Caesar CHAD,,,cigerchen@gmail.com,,Web Form Fillout
10977781,Inactive Investor,Rovena Grishaj,Financial Advisor,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",rovena.grishaj@nm.com,,Salesforce
10844964,Inactive Investor,Edward Falkowski,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",edward.falkowski@tiaa.org,,Salesforce
11145409,Inactive Investor,Stephanie Bruns,,"U.S. Bancorp Investments, Inc. Charlotte NC 4525 Sharon Rd",,,Salesforce
10825779,Inactive Investor,Jerry Hupp,Financial Advisor,Commonwealth Financial Network Canton OH 4904 Hills and Dales Rd NW,,,Salesforce
10953891,Inactive Investor,Tiffany Pope,Assistant Vice President;Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Madison WI 1 S Pinckney St",,,Salesforce
5987471,,poik yuio,,,corar38636@kaftee.com,,Web Form Fillout
11088312,Inactive Investor,Michael Rybka,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",michael_rybka@ml.com,,Salesforce
196826,,Moize Goulamhoussen,,RBC Bank (Canada),moize.goulamhoussen@rbc.com,,
11234995,Inactive Investor,Travis Wesley,Financial Planner;Investment Advisor,Financial Investment Team,travis@fi-team.com,,Salesforce
10510711,,Sailesh Radha,CEO,Borealis Global Analytics,sradha@borealisga.com,,List Import
10913477,Inactive Investor,Nicole Ellis,,"Hennion & Walsh, Inc.",nellis@hennionandwalsh.com,,Salesforce
11057541,Inactive Investor,Jessica Lapollo,,"Steward Partners Investment Solutions, LLC Keene NH 149 Emerald St",jessica.lubanski@stewardpartners.com,,Salesforce
11102139,Inactive Investor,Erin Staveskie,,PFS Investments Inc. West Chester OH 7606 Tylers Place Blvd,erin.lause@primerica.com,,Salesforce
11167718,Inactive Investor,Otis Pollard,Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,miles.pollard@ubs.com,,Salesforce
9610325,,Dave Bansal,,,dave_bansal@yahoo.com,,List import
11181272,Inactive Investor,Philip Corrales,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11021079,Inactive Investor,Aaron Cistrelli,,"CUSO Financial Services, L.P. Torrance CA Private Residence",acistrelli@cusonet.com,,Salesforce
11137486,Inactive Investor,Camden Motley,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,camden.motley@fidelity.com,,Salesforce
10772393,Inactive Investor,David Wiley,Co-President,&Partners,dwiley@aintreecap.com,,Salesforce
11199865,Inactive Investor,Laura Williams,Financial Advisor,"Sensible Financial Planning and Management, LLC",lwilliams@sensiblefinancial.com,,Salesforce
11047166,Inactive Investor,Fla Lewis,Member;Principal,"Weybosset Research & Management, LLC Providence RI 72 S Main St",,,Salesforce
10871387,Inactive Investor,Mark Johannessen,Partner;Wealth Manager,Creative Planning McLean VA 8444 Westpark Dr,mark.johannessen@creativeplanning.com,,Salesforce
10643998,,Rodric Mackay,,,rod.mackay@alex-brown.com,,List Import
11082320,Inactive Investor,Jenna Knipper,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,jenna.torres@fidelity.com,,Salesforce
9609575,,sdm sdna2,,,sarmad@cchat.co.uk,,List import
11172454,Inactive Investor,Monique Morton,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",monique.morton2@tiaa.org,,Salesforce
10981512,,Dominic Sarbeng,,,sarbengdominicdabest@gmail.com,,Web Form Fillout
10837135,Inactive Investor,Elise Murray,Senior Client Relationship Associate,William Blair,emurray@williamblair.com,,Salesforce
8480797,,Greg Pelletier,,M Financial,greg.pelletier@mfin.com,(774) 218-0069,List Import
11048370,Inactive Investor,Phyllis Johnson,,Cetera Financial Specialists LLC Houston TX 3334 Richmond Ave,phyllis.johnson@ceterafs.com,,Salesforce
11134274,Inactive Investor,Reza Manshouri,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC San Francisco CA 580 California St",reza.manshouri@wfafinet.com,,Salesforce
11198276,Inactive Investor,Gregory Ware,Financial Advisor,"Ameriprise Financial Services, LLC San Francisco CA 150 Post St",gregory.w.ware@ampf.com,,Salesforce
246504,,Robert Russo,Enterprise Growth,Paxos,russorobert93@gmail.com,,
11233284,Inactive Investor,Anthony Coffield,,J.P. Morgan Securities LLC Las Vegas NV 5270 S Fort Apache Rd,anthony.coffield@jpmorgan.com,,Salesforce
11152134,Inactive Investor,Helen Scott Ching,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10850672,Inactive Investor,Brian Collins,Vice President,J.P. Morgan Securities LLC Canal Winchester OH 6314 Gender Rd,brian.r.collins@jpmorgan.com,,Salesforce
11037386,Inactive Investor,Maureen Beno,,Cetera Advisor Networks LLC Independence OH 6200 Rockside Rd,benom@ceteranetworks.com,,Salesforce
10997651,Inactive Investor,Weibin Li,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",weibin.li@tfaconnect.com,,Salesforce
9611869,,Chuck Scrafano,,,chuck@signaladvisors.com,,List import
10782269,Inactive Investor,Louis Satisky,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,louis.satisky@fidelity.com,,Salesforce
239931,,Jason Buchanan,,[Unknown],jbuchanan@at-pw.com,480-513-0652,Database Upload
11140492,Inactive Investor,Stephen Allain,Vice President,Robert W. Baird & Co. Incorporated Houston TX 945 Bunker Hill Rd,mallain@rwbaird.com,,Salesforce
9605784,,Henry Beukema,,,hsb@guyasuta.com,,List import
10754975,Inactive Investor,Walter Draper,Financial Advisor,Edward Jones Liberty Lake WA 23403 E Mission Ave,scott.draper@edwardjones.com,,Salesforce
10888867,Inactive Investor,Brian Hamm,,PNC Investments,brian.hamm@pnc.com,,Salesforce
10774286,Inactive Investor,Jean Groleau,,J.P. Morgan Securities LLC Neenah WI 111 E Wisconsin Ave,jean.m.groleau@jpmorgan.com,,Salesforce
10776020,Inactive Investor,Philip Cappelleri,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",philip.cappelleri@nm.com,,Salesforce
11086583,Inactive Investor,Arman Ahranjani,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",arman.ahranjani@equitable.com,,Salesforce
9597104,,Joseph Azzopardi,,,jazzopardi@financialengines.com,,List import
10995374,Inactive Investor,Yajaira Ortiz-Wilson,,Vanguard Marketing Corporation,yajaira_ortiz-wilson@vanguard.com,,Salesforce
9545561,,Larry Burdt,,,lburdt@massmutual.com,,List import
1001141,Inactive Investor,Barbara Ann Bernard,,Wincrest Capital,bb@wincrest.capital,,3rd Party Lead Gen
11127347,Inactive Investor,Edward Harrell,,PFS Investments Inc. Hialeah FL 3426 W 84th St,,,Salesforce
11209284,Inactive Investor,Robert Smith,,State Farm VP Management Corp. Waukee IA 80 4th St,bob.d.smith.gh1y@statefarm.com,,Salesforce
11102572,Inactive Investor,Ryan Zelenika,,Fidelity Brokerage Services LLC Naperville IL 1823 Freedom Dr,ryanzelenika.team@fidelity.com,,Salesforce
11140678,Inactive Investor,Andrea Zannoni,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",andrea.zannoni@ml.com,,Salesforce
10875938,Inactive Investor,Jeffrey Carlson,Financial Advisor,"Ameriprise Financial Services, LLC Columbia MD 10025 Governor Warfield Pkwy",bryce.carlson@ampf.com,,Salesforce
10759924,Inactive Investor,William Greco,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Hartford CT 1 State St,william.greco@ubs.com,,Salesforce
10724130,,Daniel Ng,,,dng26@gsb.columbia.edu,,Web Form Fillout
10839855,Inactive Investor,David Fournier,Financial Consultant,"Equitable Advisors, LLC Edmonds WA 19807 80th Pl W",david.fournier@equitable.com,,Salesforce
9622190,,Benoit DAVID,,,benoitdavid350@gmail.com,,List import
11124753,Inactive Investor,Anthony Devito,,Dominari Securities LLC Garden City NY 960 Franklin Ave,anthony@dominarisecurities.com,,Salesforce
10894065,Inactive Investor,Justin Creamer,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",justin.creamer@schwab.com,,Salesforce
11047647,Inactive Investor,Linda Yeager,Chief Compliance Officer;Senior Wealth Manager,"Tiller Private Wealth, Inc.",lyeager@youngsag.com,,Salesforce
10789276,Inactive Investor,Philip Stair,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,philip.stair@morganstanley.com,,Salesforce
11125674,Inactive Investor,David McMillin,,"American Portfolios Financial Services, Inc. Allen Park MI 9841 Reeck Rd",domcmillin@americanportfolios.com,,Salesforce
10858292,Inactive Investor,Scott Gongorek,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Downers Grove IL 2001 Butterfield Rd",scott.gongorek@ampf.com,,Salesforce
9636916,,Howard Daves,,,hdaves@legacywealth.com,,List import
11013631,Inactive Investor,Jennifer Smolanoff,,PFS Investments Inc. Cranford NJ 340 N Ave E,jsmolanoff@primerica.com,,Salesforce
10972462,Inactive Investor,Izamar Bravo,,J.P. Morgan Securities LLC Provo UT 1177 S University Ave,izamar.bravo@jpmorgan.com,,Salesforce
9559865,,Eric Murtha,,,emurtha@financialguide.com,,List import
10839845,Inactive Investor,Ilan Cohen,,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10619401,,William Triantafel,,,william.triantafel@morganstanley.com,,List Import
81857,,Scott Snyder,"CCO, Member, Managing Partner, CIO",N1 Advisors,ssnyder@newtononeadvisors.com,302-731-1326,Manual List Upload
10877373,Inactive Investor,Mark Gandor,,"Cambridge Investment Research, Inc. Des Plaines IL 2800 S River Rd",,,Salesforce
10806218,Inactive Investor,Michael Holly,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Perrysburg OH 4195 Chappel Dr",michael.holly@schwab.com,,Salesforce
10944829,Inactive Investor,Zachary Schruers,,Vanguard Marketing Corporation,zachary_schruers@vanguard.com,,Salesforce
11146132,Inactive Investor,Alejandro Perez Valdes,,"Grove Wealth Management, LLC",,,Salesforce
10882759,Inactive Investor,Kenneth Rickens,,"Kestra Investment Services, LLC West Harrison NY 1 New King St",,,Salesforce
10790766,Inactive Investor,Michael Connelly,Financial Advisor,"Wells Fargo Clearing Services, LLC Newtown Square PA 2093 Dutton Mill Rd",michael.connelly@wellsfargoadvisors.com,,Salesforce
11209887,Inactive Investor,Michael Kuplic,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7701 France Ave S",michael.kuplic@ampf.com,,Salesforce
10879283,Inactive Investor,Tyler Niehaus,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11016582,Inactive Investor,Jotie Hirkissa,Senior Private Client Banker,Key Investment Services LLC Pittsburgh PA 1730 Murray Ave,jotie_z_hirkissa@keybank.com,,Salesforce
10867544,Inactive Investor,Mary Witt,,Key Investment Services LLC Toledo OH 2161 S Byrne Rd,mary_l_witt@keybank.com,,Salesforce
10612096,,Susan Sheinhaus,"Family Wealth Advisor, Financial Advisor, Vice President",,susan.sheinhaus@morganstanley.com,,List Import
10375062,,Andrew Mycodyx,,,mycodyx@gmail.com,,
10853080,Inactive Investor,Roger Hedgepeth,,State Farm VP Management Corp. Warrior AL 209 Louisa St,,,Salesforce
2744925,,Hjghkigkck Vkjbnv,,,junto3142@gmail.com,,
10838140,Inactive Investor,David Bradford,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",austin.bradford@ml.com,,Salesforce
10817571,Inactive Investor,Andrew Kocisky,Financial Advisor,Edward Jones Saint Petersburg FL 4159 Central Ave,andrew.kocisky@edwardjones.com,,Salesforce
11158076,Inactive Investor,John Flood,Private Client Advisor,J.P. Morgan Securities LLC Saint Louis MO 11600 Olive Blvd,john.j.flood@jpmorgan.com,,Salesforce
9647319,,Raj Ramchandani,,,ramchandani@gmail.com,,List import
10822889,Inactive Investor,Michael Anthony,First Vice President - Investments,"Raymond James & Associates, Inc. Spartanburg SC 349 E Main St",michael.anthony@raymondjames.com,,Salesforce
9546459,,Nicolás Gil Leguizamón,,,nicogilleguizamon@hotmail.com,,List import
348476,,David Park,Elected Manager,Familywealth Asset Management,dpark@sjpcapitalmanagement.com,214-624-1185,Manual List Upload
11092625,Inactive Investor,Joshua Basinski,,"Equitable Advisors, LLC Saint Louis MO 701 Market St",joshua.basinski@equitable.com,,Salesforce
10841318,Inactive Investor,Allison Blake,Chief Compliance Officer;Chief Operating Officer;Chief Operational Officer,WorthPointe,allison.blake@wpwm.com,,Salesforce
10789831,Inactive Investor,Ana Cuervo,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley New York NY 399 Park Ave,ana.m.cuervo@morganstanley.com,,Salesforce
10909574,Inactive Investor,Jason Ahearn,,Citigroup Global Markets Inc.,,,Salesforce
10914686,Inactive Investor,Jennifer Greene,Chief Compliance Officer,Gunderson Capital Management,jennifer@gundersoncapital.com,,Salesforce
10696177,,HAARIS LALI,,Leste Group,haaris.lali@leste.com,,List Import
10978815,Inactive Investor,Theodore Moyer,,"Gibbs Wealth Management, LLC Pennsburg PA 2767 Geryville Pike",,,Salesforce
11032221,Inactive Investor,Khoa Hoang,Partner;Wealth Manager,"Kingsview Wealth Management, LLC San Marcos CA 1 Civic Center Dr",khoang@kingsview.com,,Salesforce
10647050,,Sylvia Arellano,,,sylvia.arellano@schwab.com,,List Import
10933535,Inactive Investor,Anthony Petruzzi,,"Osaic Wealth, Inc. Warrenville IL 27575 Ferry Rd",,,Salesforce
11150343,Inactive Investor,Gary Segiet,Financial Advisor,LPL Financial LLC Boulder CO Private Residence,gary.segiet@lpl.com,,Salesforce
10830971,Inactive Investor,Hyun Cho,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10915090,Inactive Investor,Jeremy Forman,Assistant Vice President,J.P. Morgan Securities LLC North Hollywood CA 10050 Riverside Dr,jeremy.m.forman@chase.com,,Salesforce
10893230,Inactive Investor,Dalia Szkolnik,Chief Operating Officer;Chief Technology Officer,"Evolution Wealth Advisors, LLC",dszkolnik@ewadvisors.net,,Salesforce
9632541,,Weichao Zhang,,,snoleo@qq.com,,List import
9619311,,R H,,,financialpub27@gmail.com,,List import
11115879,Inactive Investor,Ann Scoda,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Scranton PA 201 Lackawanna Ave",ann.scoda@wellsfargoadvisors.com,,Salesforce
10765991,Inactive Investor,Jason Loia,Financial Advisor,Edward Jones Charlotte NC 6210 Ardrey Kell Rd,,,Salesforce
11084107,Inactive Investor,Jeffrey Thomas,Financial Advisor,Edward Jones Colorado Springs CO 1817 N Union Blvd,,,Salesforce
9564785,,Wendel Guidry,,,wendelg@royalaa.com,,List import
11051216,Inactive Investor,Corey Behm,,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",,,Salesforce
208977,,Martin Huber,,[[Unknown]],tunwirwas@icloud.com,,Direct
11075882,Inactive Investor,William Spears,Co-Founder;Principal,Cannell & Spears LLC New York NY 147 E 48th St,wspears@spearsabacus.com,,Salesforce
10882680,Inactive Investor,Ashley Meilinger,,Fidelity Brokerage Services LLC Akron OH 3750 W Market St,ashley.mardis@fidelity.com,,Salesforce
9593377,,Norman LeBlanc,,,nleblanc@kahnlitwin.com,,List import
11010522,Inactive Investor,Tye Bearden,,"Allstate Financial Services, LLC Reno NV 212 Lemmon Dr",tbearden@allstate.com,,Salesforce
11068128,Inactive Investor,Keith Henehan,,J.P. Morgan Securities LLC Camp Verde AZ 402 W Finnie Flat Rd,keith.henehan@jpmorgan.com,,Salesforce
11096700,Inactive Investor,Kyle Zimmerman,,Cetera Advisor Networks LLC Cedar Rapids IA 711 2nd Ave SE,,,Salesforce
10921596,Inactive Investor,Maisie Stradley,,"Avantax Investment Services, Inc. Lutz FL 23546 State Road 54",,,Salesforce
10916119,Inactive Investor,John Southworth,Chief Compliance Officer;Managing Member;Owner;Principal,"Southworth Investment Management, LLC",,,Salesforce
10946613,Inactive Investor,Iris Ocasio,,J.P. Morgan Securities LLC Selden NY 999 Middle Country Rd,iris.rubio@jpmorgan.com,,Salesforce
10885892,Inactive Investor,James Douglas,Executive Vice President;Financial Advisor,Douglas Capital Management Inc,alex@douglascapital.net,,Salesforce
9556987,,Klaas Michielsen,,,klaasmichielsen@gmail.com,,List import
11095139,Inactive Investor,Marshal Barnes,,"Wells Fargo Advisors Financial Network, LLC Reno NV 595 Humboldt St",,,Salesforce
10943091,Inactive Investor,Michele Hall,,"Osaic Wealth, Inc. Munster IN 9751 Indiana Pkwy",,,Salesforce
342380,,Ned Gilhuly,"Co-Founder, Managing Partner",Sageview Capital Lp,christine@sageviewcapital.com,203-625-4200,Manual List Upload
10981166,Inactive Investor,Marcus Ford,Financial Professional,Increase Consultants LLC,mford@inc-financial.com,,Salesforce
10930896,Inactive Investor,Michael Sullivan,,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",msullivan@financialguide.com,,Salesforce
227879,,Zachary Pessin -,,[Unknown],zachary.pessin@citi.com,,
11058989,Inactive Investor,Louis Najjar,,LPL Financial LLC Lincolnwood IL 7101 N Cicero Ave,louis.najjar@lpl.com,,Salesforce
10863808,Inactive Investor,David McCaskill,,Cetera Advisor Networks LLC Omaha NE 5351 N 30th St,mccaskilld@ceteranetworks.com,,Salesforce
10978622,Inactive Investor,Alan Barrier,,"Hornor, Townsend & Kent, LLC Saint Petersburg FL 6425 1st Ave S",abarrier@htk.com,,Salesforce
11204504,Inactive Investor,Robert Zeiger,Managing Director;Portfolio Manager,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,robert.zeiger@ubs.com,,Salesforce
10817005,Inactive Investor,Ronald Ogawa,,Cetera Advisor Networks LLC Concord CA 1390 Willow Pass Rd,ogawar@ceteranetworks.com,,Salesforce
11111595,Inactive Investor,Anthony Somsan,,LPL Financial LLC Honolulu HI 1003 Bishop St,anthony.somsan@lpl.com,,Salesforce
10616402,,Willson Rasavongxay,,,wrasavongxay@williamblair.com,,List Import
10911350,Inactive Investor,Justin Wilson,Wealth Advisor,"Perigon Wealth Management, LLC Lincoln CA Private Residence",jwilson@perigonwealth.com,,Salesforce
11168726,Inactive Investor,Michael Sandow,Portfolio Specialist;Senior Vice President,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,msandow@nb.com,,Salesforce
9566831,,Scarlett Kelley,,Bitcoin.io,sk21renee376@gmail.com,8129012893,List import
11254766,Inactive Investor,Nicolas Miselem,Financial Advisor;Financial Planning Analyst,"Ameriprise Financial Services, LLC Brookfield WI 333 Bishops Way",,,Salesforce
10892327,Inactive Investor,Cosmin Cotet,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,cosmin.cotet@jpmorgan.com,,Salesforce
11085330,Inactive Investor,John Maloney,Financial Advisor,"Wells Fargo Clearing Services, LLC North Haven CT 80 Washington Ave",kevin.maloney2@wellsfargo.com,,Salesforce
10770401,Inactive Investor,John Sawyer,,J.P. Morgan Securities LLC Kingwood TX 1075 Kingwood Dr,john.x.sawyer@jpmorgan.com,,Salesforce
11084163,Inactive Investor,Dionne Canaris,,PFS Investments Inc. Jackson CA 24 S State Hwy 49-88,dcanaris@primerica.com,,Salesforce
10908816,Inactive Investor,Benjamin Heiler,,LPL Financial LLC Yorkville IL 1008 N Bridge St,b.heiler@lpl.com,,Salesforce
5986999,,ajay Kumar,,,panddtajay@gmail.com,,Web Form Fillout
10809571,Inactive Investor,Gerald Marriner,,Cetera Advisor Networks LLC Boulder CO Private Residence,,,Salesforce
11119320,Inactive Investor,Joanne Dauphin,,State Farm VP Management Corp. Tampa FL 3903 Northdale Blvd,joanne.dauphin.yc2u@statefarm.com,,Salesforce
10786939,Inactive Investor,Robert Bell,Member,Consolidated Financial,rbell@investconsolidated.com,,Salesforce
246057,,Not Provided,CEO/Director of Client Services,"ProbityLedgers, Inc.",michelle@probityledgers.com,,Manual List Upload
9637968,,Robert Gwin,,,robert.gwin@anadarko.com,,List import
10771871,Inactive Investor,Nihn Huang,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",nihn.huang@ml.com,,Salesforce
10716283,,David Babat,,,babat@grayscale.com,,Web Form Fillout
10617855,,Paul Murray,,,paul.d.murray@ml.com,,List Import
11228491,Inactive Investor,Rongxia Zhu,,J.P. Morgan Securities LLC Derwood MD 7250 Muncaster Mill Rd,kathy.zhu@jpmorgan.com,,Salesforce
11088200,Inactive Investor,William Winegar,,LPL Financial LLC Houston TX 730 Town and Country Blvd,william.winegar@lpl.com,,Salesforce
11230226,Inactive Investor,Tyson Sullivan,,NYLIFE Securities LLC San Ramon CA 2633 Camino Ramon,tesullivan@ft.newyorklife.com,,Salesforce
11088509,Inactive Investor,Miguel Castro,,"Raymond James Financial Services, Inc. Montgomery TX 21499 Eva St",miguel.castro@raymondjames.com,,Salesforce
10879459,Inactive Investor,Ryan Lacey,Relationship Manager,"Roble, Belko and Company, Inc.",rlacey@roblebelko.com,,Salesforce
11099475,Inactive Investor,Mark Goldie,,"Wells Fargo Clearing Services, LLC Waltham MA 130 Turner St",mark.goldie1@wellsfargoadvisors.com,,Salesforce
11196819,Inactive Investor,Aimee Bertani,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,,,Salesforce
11117627,Inactive Investor,Robert Skrbis,Private Wealth Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",robert.f.skrbis@ampf.com,,Salesforce
10847992,Inactive Investor,Barney Greengrass,Managing Director,Aegis Capital Corp.,,,Salesforce
11008993,Inactive Investor,Riley Jarrell,,"Northwestern Mutual Investment Services, LLC Saint Augustine FL 108 Sea Grove Main St",riley.jarrell@nm.com,,Salesforce
11172339,Inactive Investor,Andrew Di Guglielmo,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,andrew.diguglielmo@fidelity.com,,Salesforce
10896845,Inactive Investor,Jonathan Cross,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Columbus OH 1349 W Lane Ave",jonathan.cross@nm.com,,Salesforce
9596115,,Ruben Lerner,,,rlerneru@gmail.com,,List import
10743347,Inactive Investor,Joseph Ceasar,Financial Advisor,11 Financial,joseph@kovarwealth.com,,Salesforce
11076118,Inactive Investor,Thanh Vo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10645076,,Scott Solis,,,scott.solis@wellsfargo.com,,List Import
11198196,Inactive Investor,Mary Spitler,Chief Compliance Officer;Managing Member;Owner,"Mary J. Spitler, MS, LLC",,,Salesforce
10886749,Inactive Investor,Toussaint Gaskins,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Inove Asset Management, L.L.C.",,,Salesforce
10817285,Inactive Investor,Gail Kalk,,"Alliant Securities, Inc. Turner, Nord, Kienbaum",,,Salesforce
9628733,,Akos Fenyvesi,,,fenyvesiakos96@gmail.com,,List import
10925262,Inactive Investor,Raymond Brown,,"Northwestern Mutual Investment Services, LLC Frisco TX 2591 Dallas Pkwy",trey.brown@nm.com,,Salesforce
11041841,Inactive Investor,Caeli Finn,,J.P. Morgan Securities LLC Novi MI 43100 Grand River Ave,caeli.m.finn@chase.com,,Salesforce
9644801,,Aun Ackerman,,,aun.ackerman@gmail.com,,List import
10755950,Inactive Investor,Seth Petsch,,Cetera Advisors LLC Warrensburg MO 206 S Holden St,seth.petsch@ceteraadvisors.com,,Salesforce
11096803,Inactive Investor,Christopher Lindenthal,Director - Planning;Investment Analysis,"CHB Investment Group, LLC",,,Salesforce
10808852,Inactive Investor,Douglas Eakman,Director,"Dreher Investment Services, Inc.",,,Salesforce
10977702,Inactive Investor,Sara Deandrea,,Cetera Investment Services LLC Oakhurst NJ 1903 State Rte 35,,,Salesforce
10613708,,Monica Imbriaco,Financial Advisor,,monica.imbriaco@wellsfargoadvisors.com,,List Import
4199661,,Velid V3lid,,,velidvelid992@gmail.com,,Web Form Fillout
10980985,Inactive Investor,Andrew Mitchell,Chief Compliance Officer;Chief Executive Officer,"Affinity Financial, LLC",,,Salesforce
9642509,,Addi Son,,,topgunjaw@aol.com,,List import
11221756,,Philip Grohe,,,philip.grohe@blackrock.com,,List Import
10895451,Inactive Investor,Jason Perlman,,SPC Financial Inc,,,Salesforce
9562018,,Terence Connell,,,t.connell@transamerica.com,,List import
10764020,Inactive Investor,Todd Robertson,,A.G.P / Alliance Global Partners Altamont NY Private Residence,trobertson@europac.net,,Salesforce
10875159,Inactive Investor,Andrew Douthit,Financial Advisor,"Ameriprise Financial Services, LLC McKinney TX 8751 Collin McKinney Pkwy",andrew.douthit@ampf.com,,Salesforce
10909811,Inactive Investor,John Cunningham,,"OneAmerica Securities, Inc. Louisville KY 6510 Glenridge Park Pl",alan.cunningham@oasecurities.com,,Salesforce
160688,,Tiago Mota,,[Unknown],tiagomota2504@gmail.com,,
10948417,Inactive Investor,Gene Tortorello,Chief Compliance Officer;Founder;Managing Member,3i Wealth Management LLC,,,Salesforce
9608377,,Jiawei Liang,,,ljwthurston@gmail.com,,List import
9609644,,Tim Morbelli,,,tim.morbelli@abglobal.com,,List import
10876710,Inactive Investor,Taha Siddiqui,Senior Participant Relationship Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
8590502,,Paul Byford,,,paul.alan.byford@gmail.com,,Web Form Fillout
232788,, -,,[[Unknown]],paul.morier@yahoo.com,,
10494294,,Archie Ponce,"Chief Compliance Officer, Executive Vice President, Vice President",Optima Asset Management Inc,archie@optimaassetmgt.com,,List Import
11235945,Inactive Investor,Thomas Teal,Wealth Advisor,"Centerline Wealth Advisors, LLC",tom@centerlinewealth.com,,Salesforce
9573107,,Sebastiano Lisi,,,lisi.sam@principal.com,,List import
11068303,Inactive Investor,Gregory Ashekian,Financial Professional,"Equitable Advisors, LLC Lancaster PA 205 Granite Run Dr",gregory.ashekian@equitable.com,,Salesforce
11051328,Inactive Investor,Thomas McKay,,"P.J. Robb Variable, LLC Salt Lake City UT 6510 S Millrock Dr",,,Salesforce
10783064,Inactive Investor,Kathleen Clark,Administrative Manager;Authorized Officer;Team Administrator,UBS Financial Services Inc. Miamisburg OH 3601 Rigby Rd,kathleen.clark@ubs.com,,Salesforce
10619282,,Scott Berk,,,scott.p.berk@morganstanley.com,,List Import
10813666,Inactive Investor,Rachael Tobor,Financial Advisor;Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,rachael.tobor@morganstanley.com,,Salesforce
11002901,Inactive Investor,Luke Hepler,Associate,William Blair,lhepler@williamblair.com,,Salesforce
11025354,Inactive Investor,Michael Smith,Regional Vice President,PFS Investments Inc. Salinas CA 1582 Moffett St,msmith.fnh78@primerica.com,,Salesforce
10971687,Inactive Investor,Jose Viyella,Registered Client Service Associate,"Raymond James & Associates, Inc. Miami FL 2333 Ponce De Leon Blvd",jose.viyella@raymondjames.com,,Salesforce
10984040,Inactive Investor,Fabio Amado,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waban MA 466 Woodward St",fabio.r.amado@ml.com,,Salesforce
11073339,Inactive Investor,Gerald Sharpe,,Aegis Capital Corp. Red Bank NJ 514 State Rte 35,gsharpe@aegiscap.com,,Salesforce
9585278,,Jonathan Mead,,,jmead@ft.newyorklife.com,,List import
10921925,Inactive Investor,Michael Priola,Registered Client Associate,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",michael.a.priola@wellsfargoadvisors.com,,Salesforce
225768,, -,,[[Unknown]],brownsherryd@gmail.com,,Initial Salesforce Import
11103116,Inactive Investor,Craig Rengering,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,craig.rengering@fidelity.com,,Salesforce
11040390,Inactive Investor,Kristina Lopez,,"Charles Schwab & Co., Inc. El Paso TX 1945 Northwestern Dr",,,Salesforce
11058607,Inactive Investor,Adam Lipp,,J.P. Morgan Securities LLC,adam.lipp@jpmorgan.com,,Salesforce
9565054,,Simon Micakovic,,,simon.micakovic@rehmann.com,,List import
10951802,Inactive Investor,Tara Ellis,,NYLIFE Securities LLC San Mateo CA 951 Mariners Island Blvd,trcole@ft.newyorklife.com,,Salesforce
10905256,Inactive Investor,Emilee Lawrence,Financial Advisor,LPL Financial LLC Mattawan MI 24032 Red Arrow Hwy,emilee.lawrence1@lpl.com,,Salesforce
11075982,Inactive Investor,Thomas Hudge,,J.P. Morgan Securities LLC Ocala FL 8111 SW Hwy 200,thomas.j.hudge@chase.com,,Salesforce
11030946,Inactive Investor,Joseph Novak,,Key Investment Services LLC Brockport NY 4707 Lake Rd S,joseph.novak@key.com,,Salesforce
9621074,,Anthony Dyer,,,anthonydyer4@outlook.com,,List import
9604458,,Dan Smith,,,dan.smith@lpl.com,,List import
11010621,Inactive Investor,Ryan Mitts,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",ryan.mitts@nm.com,,Salesforce
11075429,Inactive Investor,Stephen Csenge,,"Kestra Investment Services, LLC Tampa FL 4350 W Cypress St",,,Salesforce
193788,,Jennifer Mastafiak,,[Unknown],jmast28@gmail.com,,source
10950534,Inactive Investor,Luigi Auriemma,,J.P. Morgan Securities LLC Elmhurst IL 534 W Saint Charles Rd,lou.auriemma@chase.com,,Salesforce
11140420,Inactive Investor,Steven Shemirani,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,steven.shemirani@ubs.com,,Salesforce
10776815,Inactive Investor,Patrick Kelly,,J.P. Morgan Securities LLC Rochester NY 1 S Clinton Ave,patrick.j.kelly@jpmorgan.com,,Salesforce
9610076,,Loyd Wright,,,lhwlaw@reagan.com,,List import
10616502,,Monika Walczak,,,monika_walczak@ml.com,,List Import
10778616,Inactive Investor,Maria Chapman,,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",maria.chapman@wellsfargoadvisors.com,,Salesforce
10808470,Inactive Investor,Charles Millington,,"Millington Investments, LLC",cfmillington@millingtonfa.com,,Salesforce
9568106,,Timothy Schriber,,,tschriber@sigmarep.com,,List import
11154742,Inactive Investor,Michael McHugh,Financial Consultant,"Osaic Wealth, Inc. Livingston NJ 290 W Mount Pleasant Ave",,,Salesforce
10792355,Inactive Investor,Anthony Tortoriello,Financial Advisor;First Vice President - Wealth Management;Senior Portfolio Management Director,Morgan Stanley Fort Lauderdale FL 1200 S Pine Island Rd,anthony.tortoriello@morganstanley.com,,Salesforce
9638832,,Jeffrey Ocampo,,,campoj@montclair.edu,,List import
10647858,,Jim Damschroder,,,damschroder@gravityinvestments.com,,List Import
370771,,?eref özkan,,Turkey,seref_ozkan@hotmail.com,,Salesforce
93309,,Denis McCartan,Relationship Manager,Brinker Capital Inc,dmccartan@brinkercapital.com,610-407-5406,
10761298,Inactive Investor,Jonathan Adamsky,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jonathan.adamsky@ubs.com,,Salesforce
9544059,,chris mcguinness,,,mcguinness6@optusnet.com.au,,List import
206149,,Thomas Schatzle,,[Unknown],schatzlet@icloud.com,,source
10966502,Inactive Investor,Riley Peffley,,PFS Investments Inc. Newark DE 520 Christiana Medical Ctr,rpeffley@primerica.com,,Salesforce
9602120,,Fikret Manoglu,,,fmanoglu@gmail.com,,List import
10768868,Inactive Investor,William Anderson,,Evercore Group L.L.C.,,,Salesforce
11013350,Inactive Investor,Yuhan He,,HSBC Securities (USA) Inc. Cupertino CA 10745 S De Anza Blvd,,,Salesforce
10606380,,Steven Kavall,"Branch Manager, Senior Financial Advisor","Wells Fargo Advisors Financial Network, LLC",steven.kavall@wfafinet.com,800-398-8138,List Import
9616817,,Eric Hochman,,,emh118@gmail.com,,List import
10837448,Inactive Investor,Jane Massie,,"Avantax Investment Services, Inc. Santa Cruz CA 3431 Portola Dr",,,Salesforce
229465,, -,,[[Unknown]],albin1003@gmail.com,,
11139340,Inactive Investor,Beverly Schmitt,Senior Client Service Associate,"Raymond James & Associates, Inc. Dayton OH 7887 Washington Village Dr",beverly.schmitt@raymondjames.com,,Salesforce
10752753,Inactive Investor,Amy Lilly,,D.A. Davidson & Co. Claremont CA 697 E Foothill Blvd,alilly@dadco.com,,Salesforce
10945503,Inactive Investor,Cathleen Strong,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",cathleen.strong@schwab.com,,Salesforce
9549785,,Clinton Byrd,,,cbyrd@cantella.com,,List import
152351,,Steven Griffiths,,[Unknown],griffitsj@gmail.com,,
10908905,Inactive Investor,Ryan Slater,,LPL Financial LLC Rochester NY 2024 W Henrietta Rd,ryan.slater@lpl.com,,Salesforce
11207083,Inactive Investor,Steven Potter,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Charleston SC 40 Calhoun St",steve.potter@ampf.com,,Salesforce
11211427,Inactive Investor,Deborah Weller,,"Osaic Wealth, Inc. Clackamas OR 12901 SE 97th Ave",,,Salesforce
11152327,Inactive Investor,Rebecca Mullenax,,"Raymond James Financial Services, Inc. Mentor OH 7473 Center St",rebecca.mullenax@raymondjames.com,,Salesforce
10944543,Inactive Investor,Patricia Puglisi,,LPL Financial LLC Cheshire CT 575 Highland Ave,pattie.puglisi@lpl.com,,Salesforce
11139320,Inactive Investor,Caleb King,Consultant,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10782020,Inactive Investor,Frank Alteri,Financial Advisor,"Wells Fargo Clearing Services, LLC Newark DE 131 Continental Dr",frank.alteri@wellsfargoadvisors.com,,Salesforce
1293380,Inactive Investor,Michael Schwoerer,,TBD,mschwoerer7@gmail.com,9209732121,
9592514,,Michael Phillips,,,mphillips@valeofinancial.com,,List import
6953445,,rema jo,,,beboha1447@wiroute.com,,Web Form Fillout
11072007,Inactive Investor,Alfred Odom,Financial Advisor,LPL Financial LLC Springfield MO 3828 S Fremont Ave,alfred.odomjr@lpl.com,,Salesforce
10984367,Inactive Investor,Melissa Alonzo,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,melissa.alonzo@citi.com,,Salesforce
10939854,Inactive Investor,Aaron Petty,Financial Consultant,United Planners' Financial Services of America A Limited Partner Fort Worth TX Private Residence,apetty@unitedplanners.com,,Salesforce
11110317,Inactive Investor,Rachel Norris,,LPL Financial LLC Baton Rouge LA 17501 Jefferson Hwy,rachel.walker@lpl.com,,Salesforce
10806234,Inactive Investor,Julianne Przeszlo,,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,julianne.przeszlo@ubs.com,,Salesforce
10896109,Inactive Investor,Nels Wangensteen,Chief Executive Officer;Co-Founder;Managing Partner;Portfolio Manager;Regulatory Contact,Maytech Global Investments,nels.wangensteen@maytechglobal.com,,Salesforce
11037277,Inactive Investor,William Miller,Senior Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,william.f.miller@morganstanley.com,,Salesforce
5686454,,Mary E Smith,,,hxjprvxfht@nightorb.com,,Web Form Fillout
11211502,Inactive Investor,Alexis Ibarra,,J.P. Morgan Securities LLC Greensboro NC 435 Pisgah Church Rd,,,Salesforce
11011577,Inactive Investor,Cyriss Vasquez,,"J.W. Cole Financial, Inc.",cyriss.vasquez@jw-cole.com,,Salesforce
11105814,Inactive Investor,Robert Sage,,"FBL Marketing Services, LLC Alma KS 311 Missouri Ave",robert.sage@fblfinancial.com,,Salesforce
10611607,,Christopher Farrell,"Financial Advisor, Senior Vice President - Wealth Management",,chris.farrell@ubs.com,,List Import
9560178,,Charles White,,,charles.white@cfdinvestments.com,,List import
9601511,,Alejandro Nava,,,alejandronava1990@gmail.com,,List import
1001952,Inactive Investor,John Fletcher,Executive Vice President & COO,Bloomingdale Properties,jfletcher@bloomprop.com, +1 212 838 0211(211),Database Upload
9582322,,Bradford Cary,,,bcary@ft.newyorklife.com,,List import
11013587,Inactive Investor,Thomas Prince,,"Allstate Financial Services, LLC Las Vegas NV 240 S Rainbow Blvd",thomasprince@allstate.com,,Salesforce
1006079,Inactive Investor,Justin Saslaw,,TBD,justin@ribbit.com,6318824483,
11140092,Inactive Investor,Matthew Coombs,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Galveston TX 6109 Central City Blvd",matthew.coombs@ml.com,,Salesforce
11114615,Inactive Investor,Nathaniel Lovell,,Santander Securities LLC,nathaniel.lovell@santanderinvestments.com,,Salesforce
11058130,Inactive Investor,Valerie Vander Molen,,"Truist Investment Services, Inc. Alexandria VA 201 N Union St",valerie.vandermolen@truist.com,,Salesforce
9607806,,Ed Melley -,,,edmelley@yahoo.com,,List import
9542343,,Malcolm Paul,,,knowatlas@gmail.com,,List import
227182,, -,,[Unknown],ralawren@gmail.com,,
10929707,Inactive Investor,Jonathan Dane,Chief Compliance Officer;Chief Investment Officer;Managing Partner,Defiant Capital Group,jonathan@defiantcg.com,,Salesforce
11147160,Inactive Investor,Hratch Agazaryan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Studio City CA 12223 Ventura Blvd",,,Salesforce
10818467,Inactive Investor,Edward Fredericks,,"J.W. Cole Financial, Inc. Glastonbury CT 180 Glastonbury Blvd",ed.fredericks@jwcemail.com,,Salesforce
350886,,Bryan Ratkowski,Client Solution Specialist,Freedom Wealth Alliance,bratkowski@freedomwealthalliance.com,262-798-7979,Manual List Upload
11182554,Inactive Investor,John Dougherty,,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
11190619,Inactive Investor,Lance Drucker,Chairman;Chief Executive Officer;Managing Member;President,Drucker Wealth,,,Salesforce
11191222,Inactive Investor,Jason Black,Senior Advisor;Shareholder,Colorado Capital Management,jason@coloradocap.com,,Salesforce
10858898,Inactive Investor,David Holland,Branch Manager;Private Wealth Advisor,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",david.holland@ampf.com,,Salesforce
9101,,Emmanuel Mgonja,,[[Unknown]],emman80tz@yahoo.com,,Direct
11211911,Inactive Investor,Martin Schlissberg,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,martin.schlissberg@lpl.com,,Salesforce
9578326,,Xin -,,,roywangivy@hotmail.com,,List import
11118955,Inactive Investor,Edgar Jackson,,J.P. Morgan Securities LLC Birmingham MI 200 S Old Woodward Ave,edgar.l.jackson@chase.com,,Salesforce
10971954,Inactive Investor,Paula Joiner,,"Principal Securities, Inc.",joiner.paula@principal.com,,Salesforce
10991141,Inactive Investor,Ryan Schwartz,Vice President,EP Wealth Advisors San Mateo CA 177 Bovet Rd,rschwartz@epwealth.com,,Salesforce
11181791,Inactive Investor,Mark Nash,,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",mark.nash@tfaconnect.com,,Salesforce
10977605,Inactive Investor,Andrew Roush,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,andrew_roush@vanguard.com,,Salesforce
11017386,Inactive Investor,Jone Liuzza,Relationship Manager,"Principal Securities, Inc. Midlothian VA Private Residence",liuzza.jone@principal.com,,Salesforce
11112520,Inactive Investor,Christopher Swick,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",christopher.m.swick@ml.com,,Salesforce
202033,,Maurice Evans,,[Unknown],mevans@eliteschoolmanagement.com,,Direct
40079,,Marc Weinstein,,Avantax Advisory Services,weinsteins@hdvest.net,610-642-4901,
394,,,,,curtis250thompson@aol.com,,
11031929,Inactive Investor,Milton Delabra,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
248592,,Reshma Dave,Managing director,Bronx hospitality,resh.dave@gmail.com,,Manual List Upload
9550256,,xu zg,,,xxarexs@hotmail.com,,List import
122861,,Charles Allen,Senior Managing Consultant,Forvis Private Client,callen@bkd.com,417-831-7283,Manual List Upload
9629726,,Nick Hughes,,,nick.hughes999@gmail.com,,List import
10974199,Inactive Investor,Scott Bowen,,"Allstate Financial Services, LLC Idaho Falls ID 3438 S 15th E",sbowen@allstate.com,,Salesforce
11078882,Inactive Investor,Chad Fox,,Country Capital Management Company Pekin IL 1505 Valle Vista Blvd,chad.fox@countryfinancial.com,,Salesforce
1001759,Inactive Investor,Lucy Jing,Co-Founder & Director,Ocean IQ Capital,lucy@oceaniqcapital.com, +1 415 432 7580,Manual List Upload
11076682,Inactive Investor,Richard Oldenburg,Chief Compliance Officer;President,"Camden Financial Management, Inc. Scottsdale AZ 6619 N Scottsdale Rd",,,Salesforce
10964462,Inactive Investor,Alfred Thomas,,Morgan Stanley,,,Salesforce
11062420,Inactive Investor,Manuel Senna,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Reno NV 6900 S McCarran Blvd,manuel.senna@ubs.com,,Salesforce
9605783,,Lukas Billera,,,lukasbillera01@gmail.com,,List import
10916606,Inactive Investor,Rui Pacheco,Assistant Vice President;Senior Principal,"Citizens Securities, Inc.",rui.pacheco@ccoinvest.com,,Salesforce
10901062,Inactive Investor,Anthony Romani,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Pittsburgh PA 5401 Walnut St,anthony.r.romani@jpmorgan.com,,Salesforce
11190929,Inactive Investor,Jon Christensen,Hedge Fund Manager;Owner,"Christensen Capital, LLC",,,Salesforce
11023031,Inactive Investor,Madison Scharbarth,,J.P. Morgan Securities LLC San Diego CA 3433 Del Mar Hts Rd,madison.scharbarth@jpmorgan.com,,Salesforce
9609119,,Trinstan Marcksion,,,fmarcksion@gmail.com,,List import
11236196,Inactive Investor,Teresa Cota,,"Bankers Life Securities, Inc. Springfield MO 1341 W Battlefield St",teresa.cota@bankerslife.com,,Salesforce
9557465,,Jacob Schatz,,,jacob.schatz@thrivent.com,,List import
11165233,Inactive Investor,Fatma Awadalla,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orland Park IL 15862 S la Grange Rd",fatma.awadalla@ml.com,,Salesforce
11161249,Inactive Investor,Laura Knight,Associate Vice President;Financial Advisor,Morgan Stanley Chattanooga TN 820 Broad St,laura.knight@morganstanley.com,,Salesforce
10877034,Inactive Investor,Kyle Manthei,Wealth Advisor,Commonwealth Financial Network Saint Charles IL 606 Riverside Ave,kmanthei@commonwealth.com,,Salesforce
11106006,Inactive Investor,Mary Celle,Financial Advisor,Edward Jones Phoenix AZ 4440 N 36th St,mary.celle@edwardjones.com,,Salesforce
10912633,Inactive Investor,James Hankinson,Chartered Financial Analyst;Chief Compliance Officer;Director - Wealth Management;Managing Member,Hankinson Wealth Advisors LLC,hank@hankinsonwealthadvisors.com,,Salesforce
11051346,Inactive Investor,Jeffrey Cabral,,"MML Investors Services, LLC",,,Salesforce
11200841,Inactive Investor,Bryan Nelson,Chief Compliance Officer;Chief Executive Officer;President,"Balanced Plan Financial Investment Advisors, Inc. Mr. Juliet TN Private Residence",bryan@balancedplanfinancial.com,,Salesforce
10924622,Inactive Investor,Benjamin Thompson,Chief Investment Officer;President,"Delegate Advisors, LLC",bthompson@delegateadvisors.com,,Salesforce
9541690,,Felipe Trovao de Sa,,,tesouraria@foxbit.com.br,,List import
10768625,Inactive Investor,Dustin Koehler,Financial Advisor,Edward Jones Menomonee Falls WI N91W17174 Appleton Ave,dustin.koehler@edwardjones.com,,Salesforce
9576887,,David Morrisroe,,,david@cloudshillholdings.com,,List import
9579906,,Nicole Gagliardi,,,ngagliardi@lowell-blake.com,,List import
11094946,Inactive Investor,Dana Goldfarb,Chief Compliance Officer;President,Goldfarb Wealth Advisors,dana.goldfarb@goldfarbwealthadvisors.com,,Salesforce
11047454,Inactive Investor,Mark Ambrose,,LPL Financial LLC Bradfordwoods PA 53 Marblehead Hbr,,,Salesforce
10763628,Inactive Investor,Alexandra Cogswell,,Morgan Stanley Atlanta GA 5565 Glenridge Connector,alexandra.cogswell@morganstanley.com,,Salesforce
11041584,Inactive Investor,Roger Lapointe,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,roger.lapointe@ubs.com,,Salesforce
9573217,,Kenneth Spicer,,,kenneth.spicerii@53.com,,List import
10957706,Inactive Investor,Daniel Petrangelo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 16849 Bernardo Center Dr",daniel.petrangelo@ml.com,,Salesforce
11114067,Inactive Investor,Robert Jacobsen,,"Cambridge Investment Research, Inc. Sioux Falls SD 3500 S Sheldon Ln",,,Salesforce
10866236,Inactive Investor,Scott Smith,Chief Compliance Officer;Client Advisor;President,"Sabin Investment Management, Inc.",scottsmith@sabininvest.com,,Salesforce
11053057,Inactive Investor,Sandy Mahone,,"Farmers Financial Solutions, LLC Texarkana TX 5024 W 7th St",smahone@farmersagent.com,,Salesforce
239260,,Djoualil Djelloul,,[Unknown],djoualil2008@gmail.com,,Direct
11013552,Inactive Investor,Jaime Pajon Naranjo,,PFS Investments Inc. Hialeah FL 2300 W 84th St,jnaranjo@primerica.com,,Salesforce
9816883,,gabriel chong,,,gabbestbest@gmail.com,,Web form fillout
10946249,Inactive Investor,Myriam Biglang-Awa,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Sparks NV 400 N McCarran Blvd",myriam.e.biglang-awa@wellsfargo.com,,Salesforce
215743,,Miltos Kritakis,,[[Unknown]],miltito@gmail.com,,Organic Search
10757712,Inactive Investor,Gordon Cichon,Senior Retirement Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Delray Beach FL 551 SE 8th St",bryan.cichon@baml.com,,Salesforce
224509,,Chiedu Eseadi,,Blessed Entertainment NG,eseadichiedu@gmail.com,2.34814E+12,Organic Search
11170362,Inactive Investor,Keith Yarberry,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,keith.yarberry@fidelity.com,,Salesforce
10615900,,William Ryan,,,bryan@williamblair.com,,List Import
350811,,Doug Rotman,Partner,"Cade Group, Inc.",doug@verowealth.us,317-848-7110,Manual List Upload
9595237,,Charles Hazen,President,"Transwestern Investment Management, Llc",charles.hazen@transwesterninvest.com,,List import
118624,,robert saunders,,AMP,resaunders0@gmail.com,(410) 991-1964,
10862613,Inactive Investor,Logan Toops,,Evercore Group L.L.C. Menlo Park CA 2460 Sand Hill Rd,logan.toops@evercore.com,,Salesforce
9551413,,Cherie McCann,,,cheiremccann@gmail.com,,List import
9571959,,Mba -,,,mbaowen@yahoo.com,,List import
11169501,Inactive Investor,Zachary Culver,Vice President,J.P. Morgan Securities LLC Austin TX 405 Colorado St,zachary.culver@jpmorgan.com,,Salesforce
11070202,Inactive Investor,Alexander Cruz,,"Parkland Securities, LLC Irvine CA 7545 Irvine Center Dr",,,Salesforce
10618039,,Michael Warren,,,mwarren@commonwealth.com,,List import
9644725,,Gene Tannuzzo,,,gene.r.tannuzzo@columbiathreadneedle.com,,List import
11044351,Inactive Investor,Coleen Stamp,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10995578,Inactive Investor,Quang Tran,,J.P. Morgan Securities LLC Houston TX 600 Travis St,quang.tran@jpmorgan.com,,Salesforce
9602477,,Jay Maul,,,jrmns3828@yahoo.com,,List import
11178915,Inactive Investor,Davis Blough,Financial Advisor;General Partner,Edward Jones Dacula GA 2089 Teron Trce,davis.blough@edwardjones.com,,Salesforce
11122213,Inactive Investor,Martin Britton,Senior Wealth Consultant;Vice President,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",martin.britton@schwab.com,,Salesforce
11036616,Inactive Investor,Sydney Dowdle,,J.P. Morgan Securities LLC Spring TX 2133 Rayford Rd,sydney.dowdle@jpmorgan.com,,Salesforce
10778126,Inactive Investor,Joseph Marangiello,Vice President,Morgan Stanley New York NY 55 E 52nd St,joseph.marangiello@morganstanley.com,,Salesforce
10917189,Inactive Investor,Rosa Kiphen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9548454,,Kendal Downing,,,kendallfire1994@gmail.com,,List import
345134,,Austin Fulmer,"Vice President, Director Of Trading","Ccm Investment Advisers, Llc",austin@ccminc.com,803-254-9500,Manual List Upload
11141803,Inactive Investor,Julia Smart,Financial Advisor;Portfolio Manager;Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,julia.smart@morganstanley.com,,Salesforce
333106,,Rodger Metzger,"President, Chief Investment Officer, Chairman","Hooker & Holcombe Investment Advisors, Inc.",rmetzger@hhconsultants.com,860-521-8400,Manual List Upload
11192177,Inactive Investor,Justin Kenney,Investment Advisor,Siler Wealth Management,justin@stockdr.com,,Salesforce
11168951,Inactive Investor,Paul Marchio,,"Farmers Financial Solutions, LLC Lewis Center OH 1550 Lewis Center Rd",pmarchio@farmersagent.com,,Salesforce
10770502,Inactive Investor,Edwin Bertolett,Financial Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,ted.bertolett@morganstanley.com,,Salesforce
10805956,Inactive Investor,Amy Edwards,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,amy.edwards@morganstanley.com,,Salesforce
10841298,Inactive Investor,Harold Moran,Financial Advisor;International Client Advisor,Morgan Stanley New York NY 55 E 52nd St,hal.moran@morganstanley.com,,Salesforce
9623183,,Ravi Kumar,,,ravibhardwaj729@gmail.com,,List import
10794869,Inactive Investor,Robert Hill,,"Cambridge Investment Research, Inc. West Des Moines IA 1225 Jordan Creek Pkwy",,,Salesforce
10928898,Inactive Investor,Kay Kelton,,"Cambridge Investment Research, Inc. Kerrville TX 874 Harper Rd",,,Salesforce
10980532,Inactive Investor,Brendan Dick,,"Raymond James Financial Services, Inc. Minot ND 2900 10th St SW",brendan.dick@raymondjames.com,,Salesforce
9638934,,Clinton Yee,,,clyee@queens.org,,List import
220885,,Richard Olaniyi,,[Unknown],damola10@yahoo.co.uk,,Direct
10764210,Inactive Investor,Mark Russell,Financial Advisor,LPL Financial LLC Huntsville AL 303 Williams Ave SW,mark.russell@lpl.com,,Salesforce
10868534,Inactive Investor,Phyllis Nadine Cuevas,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,phyllis-nadine.cuevas@jpmorgan.com,,Salesforce
10959723,Inactive Investor,Alexander Waddell,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,,,Salesforce
11008013,Inactive Investor,Rae Velasquez,,Cetera Advisor Networks LLC Hopkins MN 10261 Yellow Circle Dr,,,Salesforce
11062676,Inactive Investor,William Murphy,,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",bill.murphy@wellsfargoadvisors.com,,Salesforce
10891510,Inactive Investor,Wilson Pujols,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",wilson.pujols@ml.com,,Salesforce
11029120,Inactive Investor,Nathan Kawaguchi,,Fidelity Brokerage Services LLC Sacramento CA 2277 Fair Oaks Blvd,nathan.kawaguchi@fidelity.com,,Salesforce
11237195,Inactive Investor,Anthony Higgins,Wealth Advisor,RW Investment Management LLC,,,Salesforce
11013016,Inactive Investor,Joseph Salmen,Associate Wealth Advisor,"JFS Wealth Advisors, LLC",jsalmen@jfswa.com,,Salesforce
10981383,Inactive Investor,Raymond Lovelace,,J.P. Morgan Securities LLC Little Rock AR 16400 Chenal Pkwy,raymond.lovelace@jpmorgan.com,,Salesforce
241377,Inactive Investor,Hideyoshi Watanabe,,"Choate Investment Advisors, LLC",hwatanabe@choate.com,(617) 248-2112,Database Upload
9555630,,Mary Doll,,,mary.doll@cambridgeresource.com,,List import
234789,, -,,[[Unknown]],ewoolerton@msn.com,,
10810896,Inactive Investor,Perchuhy Hamamjian,Chief Financial Officer,Alpha Dog Advisors Cranston RI PO Box 20376,,,Salesforce
10961181,Inactive Investor,Matthew Peppers,,"Allstate Financial Services, LLC Rome GA 2206 Shorter Ave NW",mpeppers@allstate.com,,Salesforce
10873350,Inactive Investor,John Sauers,President,"Associated Financial Partners, Inc.",jsauers@associatedfinancialpartners.com,,Salesforce
11175287,Inactive Investor,Eleana Pino,Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11159845,Inactive Investor,Ricky Rhodes,Chief Compliance Officer;Co-Chief Executive Officer;Investment Advisor;Managing Member,"Grey Rhodes Advisors, LLC",,,Salesforce
9580582,,James Fields,,,james.fields@fciadvisors.com,,List import
10780026,Inactive Investor,Michael Notter,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Garden City NY 1200 Franklin Ave,michael.notter@morganstanley.com,,Salesforce
10895712,Inactive Investor,Roger Pelphrey,Financial Representative,PFS Investments Inc. San Ramon CA 2500 Old Crow Canyon Rd,roger.pelphrey@primerica.com,,Salesforce
10827074,Inactive Investor,Joey Soto,Financial Consultant,LPL Financial LLC Houston TX 5615 Kirby Dr,sergio.soto@lpl.com,,Salesforce
10975837,Inactive Investor,Gen-Gen Gutierrez,,PFS Investments Inc. Lombard IL 55 W 22nd St,gengen.gutierrez@primerica.com,,Salesforce
9578485,,Brian Olsen,,,brian.olsen@valic.com,,List import
10750247,Inactive Investor,Jose Borges Gonzalez,,"MML Investors Services, LLC San Juan Ponce De Leon Ave",,,Salesforce
10866094,Inactive Investor,Teresita Dunuan,,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",teresita.dunuan@transamerica.com,,Salesforce
9598194,,Mark Sorensen,,,mark@royalfundmanagement.com,,List import
4812962,,Hsa Sa,,,xicece6212@evilant.com,,Web Form Fillout
10895776,Inactive Investor,Renee Sopko,,"Raymond James Financial Services, Inc. Bend OR 523 NW Colorado Ave",renee.sopko@raymondjames.com,,Salesforce
11219269,,Eddie Carnathan,,,eddie.carnathan@ceterafs.com,,Other
10888477,Inactive Investor,Douglas Holtmeier,,"FBL Marketing Services, LLC Kearney NE 416 W 48th St",douglas.holtmeier@fblfinancial.com,,Salesforce
9608737,,Gianni Wip,,,gianni2wip@gmail.com,,List import
10939087,Inactive Investor,Amy Schiel,Financial Advisor,"Benjamin F. Edwards & Company, Inc. Englewood CO 6300 S Syracuse Way",amy.schiel@benjaminfedwards.com,,Salesforce
11217102,,Yiran Wang,,,yiran.wang@nb.com,,Other
10903531,Inactive Investor,Bennett Leace,,"Allstate Financial Services, LLC Pompano Beach FL 6516 N State Road 7",bennettleace@allstate.com,,Salesforce
341434,,Marwan Shakarchi,Director Of The General Partner,"Pandion Mine Finance, Lp",mshakarchi@pandionmetals.com, -600829,Manual List Upload
10954940,Inactive Investor,Gregory Houghton,,Fidelity Brokerage Services LLC,,,Salesforce
11110976,Inactive Investor,Andrew Huang,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC San Francisco CA 101 California St",,,Salesforce
11164130,Inactive Investor,Yang Ju,Portfolio Manager,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
11076044,Inactive Investor,Matthew Carpenter,Chief Executive Officer;Chief Strategic Officer;Founder;Partner,"CFS Financial, LLC",matt@cfsfinancialllc.com,,Salesforce
11083882,Inactive Investor,David Bruce,,Fidelity Brokerage Services LLC,david.bruce@fidelity.com,,Salesforce
10839483,Inactive Investor,Robert Morris,,"Truist Investment Services, Inc. Birmingham AL 2501 20th Pl S",,,Salesforce
10936761,Inactive Investor,Matthew Sinclair,,"CapFinancial Securities, LLC. Brentwood TN 5314 Maryland Way",,,Salesforce
11059644,Inactive Investor,Michael Hebdon,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,michael_hebdon@vanguard.com,,Salesforce
10832517,Inactive Investor,Craig Olson,Co-Founder;Managing Member;Partner,"VergePointe Wealth Management, LLC",craigo@vergepointe.com,,Salesforce
11232366,Inactive Investor,Jeffrey Albin,Director - Brokerage,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",jalbin@massmutual.com,,Salesforce
10841230,Inactive Investor,Sean Siana,Account Vice President;Financial Advisor,UBS Financial Services Inc. Glastonbury CT Private Residence,sean.siana@ubs.com,,Salesforce
9545540,,Michel Dechadenedes,,,mdechadenedes@massmutual.com,,List import
10936418,Inactive Investor,Kimberly Thompson,Financial Advisor,"Ameriprise Financial Services, LLC West Chester OH 6184 Muhlhauser Rd",kimberly.a.thompson@ampf.com,,Salesforce
11033643,Inactive Investor,Hilary Aubey,,"Horace Mann Investors, Inc. Topeka KS 1601 SW 37th St",hilary.aubey@horacemann.com,,Salesforce
10829273,Inactive Investor,Ricardo Pellman,Financial Advisor,Morgan Stanley Baton Rouge LA 400 Convention St,ricardo.pellman@morganstanley.com,,Salesforce
9625936,,lishun Hu,,,18185126807@163.com,,List import
10810775,Inactive Investor,Milissa Agnello,Chief Executive Officer;Secretary;Treasurer,"Agnello Financial Group, Inc.",,,Salesforce
11196205,Inactive Investor,Carmelita Singh-Mayer,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",carmelita.singh-mayer@wellsfargoadvisors.com,,Salesforce
373,,,,,nelsonmartin@optimum.net,,
11172319,Inactive Investor,Scott Buss,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",scott_w_buss@ml.com,,Salesforce
38732,,Thomas Marney,Financial Services Representative,"MML Investors Services, LLC",tmarney@financialguide.com,443-492-6590,
9589156,,David James,,,djames@pnfp.com,,List import
9575673,,Gregory Hoernschemeyer,,,gregh@horanassoc.com,,List import
9599916,,Ahmad Alfarsi,,,ahmadalfarsi@hotmail.com,,List import
195111,,Jason Young,,Creative Planning,jason.young@thinkingbeyond.com,913-338-2727,
11110003,Inactive Investor,Brandon Fabrigas,,J.P. Morgan Securities LLC Atlanta GA 1403 Oxford Rd NE,brandon.fabrigas@jpmorgan.com,,Salesforce
11090557,Inactive Investor,Caitlin Chmiel,,J.P. Morgan Securities LLC Bryan TX 2335 Boonville Rd,caitlin.a.davis@jpmorgan.com,,Salesforce
9584155,,Joshua Sanders,,,josh.sanders@suntrust.com,,List import
10806711,Inactive Investor,Bryan Lasday,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,bryan.lasday@morganstanley.com,,Salesforce
11040204,Inactive Investor,Paul Hurley,Financial Advisor;Investment Advisor,Arbor Capital Management Inc,phurley@acminc.com,,Salesforce
11190232,Inactive Investor,Matthew Hamner,Financial Advisor,Edward Jones Gonzales LA 14639 Airline Hwy,matthew.hamner2@edwardjones.com,,Salesforce
1004279,Inactive Investor,Dan Steadman,,Dan Steadman,steady@hennessyadvisors.com,,3rd Party Lead Gen
11198574,Inactive Investor,Kari Francisco,Investment Specialist;Paraplanner,"Ameriprise Financial Services, LLC Colorado Springs CO 2438 Research Pkwy",kari.l.francisco@ampf.com,,Salesforce
11095025,Inactive Investor,Diane Blackwelder,Chief Compliance Officer;Principal;Regulatory Contact,"Charleston Financial Advisors, LLC",diane@charlestonfinancial.net,,Salesforce
9572970,,Howard O'Malley,,,howard.omalley@huntington.com,,List import
10897152,Inactive Investor,Jeffrey Buursma,Financial Advisor,"Ameriprise Financial Services, LLC Rockford MI 240 Northland Dr NE",jeff.buursma@ampf.com,,Salesforce
11135253,Inactive Investor,Charlene Minor,,Country Capital Management Company Columbus GA 5820 Veterans Pkwy,charlene.minor@countryfinancial.com,,Salesforce
10929256,Inactive Investor,Garry Yee,,"B.B. Graham & Company, Inc.",,,Salesforce
11115808,Inactive Investor,Brian Becker,Principal,"Prospera Financial Services, Inc. Mandeville LA 1245 N Causeway Blvd",brian.becker@prosperafinancial.com,,Salesforce
10917690,Inactive Investor,Chad Fawcett,Wealth Manager,Creative Planning Brookfield WI Private Residence,chad.fawcett@thinkingbeyond.com,,Salesforce
11028139,Inactive Investor,Ladetra Fauatea,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10847905,Inactive Investor,Alexander Fischman,First Vice President;Senior Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,alexander.fischman@morganstanley.com,,Salesforce
214715,,Shilpam Rastogi,,[Unknown],shilpam.rastogi@gmail.com,,source
11054322,Inactive Investor,Todd Mitchell,Financial Advisor;Senior Manager;Senior Vice President,"RBC Capital Markets, LLC Chicago IL 111 S Wacker Dr",todd.d.mitchell@rbc.com,,Salesforce
10904796,Inactive Investor,Carl Graves,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
10811284,Inactive Investor,Amy Smith,Private Wealth Advisor,"Ameriprise Financial Services, LLC Novi MI 39885 Grand River Ave",amy.l.smith@ampf.com,,Salesforce
11207320,Inactive Investor,Devon Murphy,Financial Advisor,"Equitable Advisors, LLC Indiana PA 60 Hamill Rd",devon.murphy@equitable.com,,Salesforce
11060585,Inactive Investor,Robert Giunco,Chief Compliance Officer;Investment Advisor;Managing Partner;President;Secretary;Vice President,"George McKelvey Co., LLC Sea Girt NJ 529 Washington Blvd",rgiunco2@georgemckelveyco.com,,Salesforce
11203365,Inactive Investor,Christopher Drake,Private Wealth Manager,Edward Jones Henderson NV 101 E Horizon Dr,christopher.drake@creativeplanning.com,,Salesforce
211677,,Julian Graham,Manager,Signal Group,jgraham@signaldc.com,,Content
11017398,Inactive Investor,Michael Lanza,Client Associate,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",mlanza@financialguide.com,,Salesforce
2168733,,dinesh Singh Rawat dinesh Singh Rawat,,,dineshrawat2006q@gmail.com,,
10982745,Inactive Investor,Eric Manczyk,,"Hantz Financial Services, Inc.",eric.manczyk@hantzgroup.com,,Salesforce
10696353,,Mike Mackey,,Halo Investing,mike.mackey@haloinvesting.com,,List Import
11106920,Inactive Investor,Joseph Tigay,Chief Trading Officer;Investment Advisor;Investment Advisor Representative;Member,Equity Armor Investments,,,Salesforce
11167281,Inactive Investor,Sunhwa Foreman,,"J.K. Financial Services, Inc.",,,Salesforce
11163999,Inactive Investor,James Holland,Portfolio Manager;Vice President,Rockefeller Financial LLC Charlotte NC 6135 Park South Dr,jholland@rockco.com,,Salesforce
11071594,Inactive Investor,Carina Oghoorian,Vice President,"ACap Asset Management, Inc. La Verne CA 1185 Baseline Rd",,,Salesforce
9614190,,Michael Barkley,,,mbarkley@guardiancapital.com,,List import
11051008,Inactive Investor,John Smith,President;Vice President,First Nebraska Financial Services,jwsmith@firstnebraskafinancial.com,,Salesforce
10944447,Inactive Investor,Alen Keco,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10865485,Inactive Investor,Mark Ronchetti,,L.O. Thomas & Co. Inc.,,,Salesforce
106485,,Richard Asherson,,Westbrooke Alternative Asset Management,richard.asherson@gmail.com,(074) 787-5922,
11134264,Inactive Investor,Judson Fleming,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",judson.fleming@wellsfargoadvisors.com,,Salesforce
10762764,Inactive Investor,Susan Bollinger,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple St",susan_bollinger@ml.com,,Salesforce
10887032,Inactive Investor,Stephen Dunne,,"Clear Creek Financial Management, LLC Portland OR Private Residence",,,Salesforce
11175069,Inactive Investor,Edward Marx,Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,edward.marx@morganstanley.com,,Salesforce
10883551,Inactive Investor,Aaron Teare,Paraplanner,"Ameriprise Financial Services, LLC Davenport IA 5001 Utica Ridge Rd",aaron.teare@ampf.com,,Salesforce
11206967,Inactive Investor,Joseph Sutphin,,Lombard Securities Incorporated Radford VA 206B W Main St,jsutphin@golombard.com,,Salesforce
9646865,,Steven Whitaker,,,whitaker@pvi-usa.com,,List import
11219287,,Brent Ciliano,,,brent.ciliano@firstcitizens.com,,Other
10792306,Inactive Investor,Michael Elerath,Investment Consultant,Beacon Rock Wealth Advisors,,,Salesforce
108413,,Donald Schepps,,Self,donschepps@gmail.com,5309496188,
10797225,Inactive Investor,Kirk Schroeder,,"Mutual of Omaha Investor Services, Inc. Englewood CO 9155 E Nichols Ave",kirk.schroeder@mutualofomaha.com,,Salesforce
11063758,Inactive Investor,Loretta Aquino,,"Avantax Investment Services, Inc. Staten Island NY 3117 Richmond Rd",,,Salesforce
10892750,Inactive Investor,Tiffany Ruggeri,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9590637,,Brian Pennells,,,pennellsbrian@gmail.com,,List import
9647494,,Charles Dahlberg,,,cwdahlberg@hotmail.com,,List import
11167599,Inactive Investor,Shriniket Maddipatla,,Perella Weinberg Partners LP San Francisco CA 1 California St,smaddipatla@pwpartners.com,,Salesforce
11219261,,Sean Casey,,,sean.casey@ceterafi.com,,Other
9579237,,Huiqing Gu,,,hgu@financialguide.com,,List import
11080299,Inactive Investor,Erik Larson,,"Allstate Financial Services, LLC Tacoma WA 15 Oregon Ave",elarson@allstate.com,,Salesforce
11076312,Inactive Investor,Joseph Lascala,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,jlascala@aegiscap.com,,Salesforce
9639124,,John Clunan,,,jclunan@waypointadvisors.net,,List import
9567371,,Fred Vinson,,,fvinson7@yahoo.com,,List import
11197002,Inactive Investor,Valerie Schanzer,,"Fifth Third Securities, Inc. New York NY 50 Rockefeller Plz",valerie.schanzer@53.com,,Salesforce
11212771,Inactive Investor,George Musselman,Private Client Advisor,J.P. Morgan Securities LLC Tomball TX 8507 W New Harmony Trl,george.musselman@jpmorgan.com,,Salesforce
11021100,Inactive Investor,Brian Wimmer,,Vanguard Marketing Corporation,brian_wimmer@vanguard.com,,Salesforce
9545375,,James Beard,,,175minipie@protonmail.com,,List import
9604099,,CROSBY SAMPSON,,,crosby.sampson@psc.com,,List import
11058918,Inactive Investor,Adam Congrove,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,adam.congrove@fidelity.com,,Salesforce
10972477,Inactive Investor,Christine Donahue,,Vanguard Marketing Corporation,christine_donahue@vanguard.com,,Salesforce
10523757,,David Kurz,,,dkurz10156@aol.com,,Web Form Fillout
11184671,Inactive Investor,Chao Li,,"RBC Capital Markets, LLC",,,Salesforce
10999898,Inactive Investor,Christopher Debeikes,,Cetera Investment Services LLC Medford OR 1370 Center Dr,,,Salesforce
9632014,,Rajeev De Mello,,,rajeev.demello@gmail.com,,List import
9595260,,Erich Stout,,,estout@valeofinancial.com,,List import
9558154,,ryder weeks,,,weeksryder586@gmail.com,,List import
9608129,,Richard James,,,richard.james15@hotmail.co.uk,,List import
10856489,Inactive Investor,Timothy Scanlon,,"Cambridge Investment Research, Inc. Glen Allen VA 4860 Cox Rd",,,Salesforce
11008048,Inactive Investor,Miguel Johnson,,"Empower Financial Services, Inc",miguel.johnson@empower.com,,Salesforce
10761311,Inactive Investor,Robert Venzor,Managing Director,J.P. Morgan Securities LLC Cleveland OH 1300 E 9th St,robert.p.venzor@jpmorgan.com,,Salesforce
10884519,Inactive Investor,James Burke,Financial Advisor,Edward Jones Darien IL 7702 S Cass Ave,james.burke@edwardjones.com,,Salesforce
11037740,Inactive Investor,Stephen Browne,,"Second Line Capital, LLC",,,Salesforce
9616873,,Rico Crypto,,,cryptorico@gmail.com,,List import
11028968,Inactive Investor,Gloria Martinez Lopez,,J.P. Morgan Securities LLC Canoga Park CA 21901 Sherman Way,gloria.martinez-lopez@jpmorgan.com,,Salesforce
11096529,Inactive Investor,Matthew Lowe,Managing Director;Member,"Greene Wealth Management, LLC",mattl@greenewealthmgmt.com,,Salesforce
10897459,Inactive Investor,Caryl Baker,Senior Client Specialist,Robert W. Baird & Co. Incorporated Boulder CO 1301 Canyon Blvd,,,Salesforce
10806309,Inactive Investor,Andre Robinson,President,"Voya Financial Advisors, Inc.",andre.robinson@voya.com,,Salesforce
10657785,,Levi Larson,,,levi.f.larson@jpmorgan.com,,List Import
11234204,Inactive Investor,Matthew Fischman,,"Trinity Wealth Securities, L.L.C. Hialeah FL 15500 New Barn Rd",,,Salesforce
10824388,Inactive Investor,Mari Buechner,Chief Executive Officer;Owner;President,"Coordinated Capital Securities, Inc.",,,Salesforce
2825,,Michael Colodner,Managing Director,"Solus Alternative Asset Management, L.P.",mcolodner@soluslp.com,1-212-284-4300,Initial Salesforce Import
9639407,,Elias Boufis,,,eboufis@driehauspe.com,,List import
10891170,Inactive Investor,Dwayne Tyril,Director;Director - Investments,Kreitler Financial LLC,dwayne.tyril@kreitlerfinancial.com,,Salesforce
11049596,Inactive Investor,Austen Delahaye,Financial Advisor,Almanack Investment Partners Baton Rouge LA 383 Highlandia Dr,adelahaye@almanackip.com,,Salesforce
11144067,Inactive Investor,Isabelle Roethe,Financial Advisor,LPL Financial LLC Idaho Falls ID 711 S Boulevard,isabelle.clausen@lpl.com,,Salesforce
11194849,Inactive Investor,Shaun Calloway,,PFS Investments Inc. Frisco TX 3000 Internet Blvd,scalloway@primerica.com,,Salesforce
11071516,Inactive Investor,Chelsea Walters,,Morgan Stanley Tacoma WA 1301 A St,,,Salesforce
10982739,Inactive Investor,Scott Hathaway,,Perella Weinberg Partners LP,shathaway@pwpartners.com,,Salesforce
10903374,Inactive Investor,Joseph Cirelli,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",joseph.cirelli@ml.com,,Salesforce
10820787,Inactive Investor,James White,,LPL Financial LLC Marquette MI 329 W Washington St,james.c.white@lpl.com,,Salesforce
8480478,,raul celada,Financial Advisor,ubs,raul.celada@ubs.com,305-523-6660,List Import
10770278,Inactive Investor,Janet Meredith,,"Hantz Financial Services, Inc.",janet.geisler@hantzgroup.com,,Salesforce
11175198,Inactive Investor,Clint Mondi,,J.P. Morgan Securities LLC Canton MI 45345 Ford Rd,clint.mondi@chase.com,,Salesforce
10938546,Inactive Investor,Matthew Marchese,,"Voya Financial Advisors, Inc.",matthew.marchese@voya.com,,Salesforce
9641084,,E HoF,,,crypto.criptonita@gmail.com,,List import
9616501,,Anh Nguyen,,,xeraphmusic@gmail.com,,List import
9574136,,Michael McNicholas,,,michael.mcnicholas@securitiesamerica.com,,List import
164190,,Kevin Rowley,,[Unknown],krowleys2@bigpond.com,,Direct
10776152,Inactive Investor,Jeffrey Crowell,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",jeffrey.crowell@ml.com,,Salesforce
11147797,Inactive Investor,Nathaniel Aden,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10802974,Inactive Investor,Daria Farkondepay,Financial Advisor,"Wells Fargo Clearing Services, LLC Fairfax VA 10944 Fairfax Blvd",daria.farkondepay@wellsfargo.com,,Salesforce
10765363,Inactive Investor,Declan McClelland,Financial Advisor,Edward Jones Gulf Shores AL 2001 W 1st St,dec.mcclelland@edwardjones.com,,Salesforce
10827204,Inactive Investor,Justin Mason,Chief Compliance Officer;Member;Partner;Senior Wealth Advisor,KEB Wealth Advisors,justinm@kebcpa.com,,Salesforce
10910119,Inactive Investor,Ramiro Paz,Financial Advisor,Thrivent Investment Management Inc. West Bend WI 411 N River Rd,ramiro.paz@thrivent.com,,Salesforce
11055392,Inactive Investor,Aimee Cody,,LPL Financial LLC Melville NY 35 Pinelawn Rd,aimee.cody@lpl.com,,Salesforce
10752560,Inactive Investor,Matthew Johnson,Financial Advisor,LPL Financial LLC Dana Point CA 34163 Pacific Coast Hwy,jay.johnson@lpl.com,,Salesforce
11171881,Inactive Investor,Jeffrey Blitz,,"Cambridge Investment Research, Inc. Syracuse NY 7293 Buckley Rd",jeff.blitz@teamcwm.com,,Salesforce
9596037,,Edward Ruddell,,,edwardruddell@icloud.com,,List import
11118933,Inactive Investor,Christopher Thrailkill,,LPL Financial LLC Mena AR Private Residence,christopher.thrailkill@lpl.com,,Salesforce
9598474,,Bill Edmond,,,bilo6645@gmail.com,,List import
10962679,Inactive Investor,Cameron Smith,,Edward Jones Port Orchard WA 1740 Pottery Ave,,,Salesforce
10951568,Inactive Investor,Thomas Stewart,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,thomas_stewart@vanguard.com,,Salesforce
10994384,Inactive Investor,Kurt Rake,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,krrake@ft.newyorklife.com,,Salesforce
10932267,Inactive Investor,Anthony Capella,,"Pruco Securities, LLC. Saint Petersburg FL 447 3rd Ave N",anthony.capella@prudential.com,,Salesforce
10971369,Inactive Investor,Michael Reynolds,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11175846,Inactive Investor,Austin Janssen,,NYLIFE Securities LLC North Sioux City SD 376 W Anchor Dr,ajanssen@ft.newyorklife.com,,Salesforce
216568,,Matthew Jorgensen,,Ameriprise Financial,matthew.jorgensen@ampf.com,,Event
10935526,Inactive Investor,Richard Bayles,Manager;Member;Partner,Karani Asset Management LLC New York NY 888 7th Ave,,,Salesforce
10783021,Inactive Investor,Kevin Searfoss,Senior Wealth Advisor;Senior Wealth Strategist,Waldron Private Wealth,,,Salesforce
10790389,Inactive Investor,Eric Leister,Senior Vice President - Private Wealth Management,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,eric.leister@morganstanley.com,,Salesforce
10617440,,Brennan Meyer,,,brennan.meyer@edwardjones.com,,List Import
153561,,Philip Dion,,[Unknown],phimidi@metrocast.net,,
372786,,Margaret Vitiritto-Khan,,United States,mmvitiritto@hotmail.com,,source
9573712,,Gary Ranftle,,,granftle@massmutual.com,,List import
10866832,Inactive Investor,Alicia Podmokly,,PFS Investments Inc. Troy MI 3001 W Big Beaver Rd,alicia.podmokly@primerica.com,,Salesforce
10849146,Inactive Investor,Lorenzo Campuzano,Principal,"Advisor Services, Inc. Tucson AZ 1760 E River Rd",advisor1@advisorservices.net,,Salesforce
10762607,Inactive Investor,Deborah Boutinen,,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,deborah.boutinen@ubs.com,,Salesforce
1003874,Inactive Investor,Oliver Li-Wei Yah,,Oliver Li-Wei Yah,subzeroyeh123@gmail.com,801 910 2287,
10977699,Inactive Investor,Michael Latimer,,Cetera Investment Services LLC Tampa FL 10923 N Dale Mabry Hwy,,,Salesforce
10994324,Inactive Investor,Matthew Hillery,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10920116,Inactive Investor,Richard Mason,Executive Director - Investments,"Tamar Securities, LLC",richard@tamarsecurities.com,,Salesforce
11037219,Inactive Investor,Edward Diener,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Boca Raton FL 595 S Federal Hwy,edward.diener@morganstanley.com,,Salesforce
11117142,Inactive Investor,Restituto Montano,,PFS Investments Inc. San Francisco CA 962 Geneva Ave,restituto.montano@primerica.com,,Salesforce
336903,,Patrick Monahan,"Partner, Senior Financial Advisor",Krilogy,pmonahan@krilogy.com,314-884-2800,Manual List Upload
10487072,,Jason Taylor,Executive Director,J.P. Morgan Securities LLC,jason.t.taylor@jpmorgan.com,,List Import
10656247,,Rita Pirrelloepperson,,,rita.pirrelloepperson@ubs.com,,List Import
239771,,Tanzeel Akhtar,Journalist,Bloomberg,takhtar6@bloomberg.net,7468530333,Event
11260072,Inactive Investor,Chloe Newman,,Goldman Sachs & Co.,,,Salesforce
9619680,,Xavier Humblet,,,xavier.humblet@axconsulting.co,,List import
10971086,Inactive Investor,Daniel Brindle,,"The Leaders Group, Inc.",,,Salesforce
10609323,,kittipat thammawong,,,artshavin888@gmail.com,,Web Form Fillout
10793218,Inactive Investor,Meghan High,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,meghan.high@fidelity.com,,Salesforce
10881131,Inactive Investor,Michael Rager,Private Client Advisor,J.P. Morgan Securities LLC Scottsville NY 1 Rochester St,michael.p.rager@jpmorgan.com,,Salesforce
9623951,,Michael Lermer,,,mslermer@hotmail.com,,List import
11060096,Inactive Investor,Christian Ahlgren-Williams,,Cetera Advisor Networks LLC Minneapolis MN 3300 Edinborough Way,,,Salesforce
10489567,,Jasper Mallard,,Fisher Investments,mallardfinancial@gmail.com,,List Import
9643141,,Colin Matthew,,,cmhenny92@gmail.com,,List import
10808224,Inactive Investor,Florence Chandler,Registered Senior Client Service Associate,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",marie.chandler@raymondjames.com,,Salesforce
185637,,Sebastien Scandiuzzi,,[Unknown],sebastien.scandiuzzi@gmail.com,,source
10880655,Inactive Investor,Gavin Hilder,Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,gavin.hilder@jpmorgan.com,,Salesforce
339774,,Courtney Paul,Vice President And Assistant Secretary,Athyrium Capital Management Lp,cpaul@athyrium.com,212-402-6925,Manual List Upload
10931875,Inactive Investor,William Collier,Advisor,"MML Investors Services, LLC Chattanooga TN 7213 Noah Reid Rd",jeffcollier@financialguide.com,,Salesforce
11099955,Inactive Investor,Yuanfang Jiao,Financial Professional;Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 2901 Wilcrest Dr",yuanfang.jiao@tfaconnect.com,,Salesforce
9588404,,chad schwerdtfeger,,,scwerdtfeger@gmail.com,,List import
10771213,Inactive Investor,Donald Collins,Managing Director;Managing Partner;Member;Regulatory Contact,"Ironwood Investment Management, LLC Boston MA 21 Custom House St",dcollins@ironwoodfunds.com,,Salesforce
10933923,Inactive Investor,Carmen Wilson,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,carmenwilson@statefarm.com,,Salesforce
9582333,,Patricia Ferraro,,,patricia@ritholtzwealth.com,,List import
11164772,Inactive Investor,Kevin Cotton,Advisor,Commonwealth Financial Network Braintree MA 10 Forbes Rd,kcotton@commonwealth.com,,Salesforce
11077739,Inactive Investor,Like Wu,Private Client Advisor,J.P. Morgan Securities LLC Rowland Heights CA 17247 Colima Rd,like.wu@jpmorgan.com,,Salesforce
10936977,Inactive Investor,Babatunde Ogunlana,,"Osaic Wealth, Inc. Fort Lauderdale FL 5310 NW 33rd Ave",,,Salesforce
10868560,Inactive Investor,Jeremy Fowler,,"Navy Federal Investment Services, LLC Pensacola FL 5550 Heritage Oaks Dr",jeremy_fowler@navyfederal.org,,Salesforce
9635328,,Rebecca Evans,,,bevans@vinedahlen.com,,List import
11058728,Inactive Investor,Beverly Taylor,,Fidelity Brokerage Services LLC,,,Salesforce
10986029,Inactive Investor,Thomas Moore,,Cetera Advisor Networks LLC San Antonio TX 8000 IH 10 W,,,Salesforce
11143403,Inactive Investor,Sergio Soto,,"Wells Fargo Clearing Services, LLC Anaheim CA 5625 E Santa Ana Canyon Rd",sergio.soto@wellsfargo.com,,Salesforce
11085715,Inactive Investor,Courtney Culliton,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,courtney.culliton@jpmorgan.com,,Salesforce
11141791,Inactive Investor,Jack Griffith,,Cetera Investment Services LLC Byram MS 7265 S Siwell Rd,,,Salesforce
11163957,Inactive Investor,Bradford Lucas,,"Centaurus Financial, Inc. Greenville SC 1 Chick Springs Rd",,,Salesforce
9586243,,David Shields,,,david.shields@wellingtonshields.com,,List import
10827781,Inactive Investor,Gregory Voyles,Financial Advisor,"Ameriprise Financial Services, LLC Farmington MI 31555 W 14 Mile Rd",gregory.j.voyles@ampf.com,,Salesforce
11154208,Inactive Investor,Linda Boney,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9627073,,DeShawn Reed,,,dereed76@icloud.com,,List import
10486700,,Sarah Walker,Client Service Representative,"Stifel, Nicolaus & Company, Incorporated",s.k.walker@tcu.edu,,List Import
11004873,Inactive Investor,Edward Demangeaux,,J.P. Morgan Securities LLC Baton Rouge LA 15138 Airline Hwy,edward.demangeaux@jpmorgan.com,,Salesforce
10867086,Inactive Investor,Hans Mathiak,Investment Executive,"Fifth Third Securities, Inc. Traverse City MI 102 W Front St",,,Salesforce
9637492,,Didi Smith,,,didismith212@gmail.com,,List import
10487176,,Thanh Le,"Assistant Vice President, Senior Financial Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",thanh.h.le@ml.com,,List Import
10941686,Inactive Investor,Jonathan Pope,,"Kestra Investment Services, LLC Royal Oak MI 400 W 4th St",jon.pope@nfp.com,,Salesforce
339829,,Peter Calatozzo,Vice President And Secretary,The Praedium Group Llc,pcalatozzo@praediumgroup.com,212-224-5600,Manual List Upload
10645699,,Giacomo Manfredini,,,gmanfredini@farmersagent.com,,List Import
11132673,Inactive Investor,Jacqueline Greathouse,Financial Advisor,Edward Jones Lawrenceburg IN 35 E Tate St,jacque.greathouse@edwardjones.com,,Salesforce
11156842,Inactive Investor,Jason Gardner,,"FBL Marketing Services, LLC Middleton ID 525 S Middleton Rd",,,Salesforce
10643261,,Yanet Torres,,,yctl1990@gmail.com,,Web Form Fillout
341048,,Petya Bokova,Portfolio Manager,Wiseam,petya.bokova@wiseam.fr,003-318-0980050,Manual List Upload
10801740,Inactive Investor,Robert Meyer,Private Wealth Advisor,"Ameriprise Financial Services, LLC Leawood KS 5700 W 112th St",robert.l.meyer@ampf.com,,Salesforce
10936222,Inactive Investor,John Doherty,,LPL Financial LLC Osterville MA 901 Main St,,,Salesforce
107874,,J Robert Hutchison,,Individual,jroberthutchison@gmail.com,915-588-0415,
10772890,Inactive Investor,David Clark,Family Wealth Director;Financial Advisor;Lending Specialist;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Birmingham MI 34901 Woodward Ave,david.g.clark@morganstanley.com,,Salesforce
10876190,Inactive Investor,Tabitha Yancey,,"Wells Fargo Clearing Services, LLC",tabitha.yancey@wellsfargoadvisors.com,,Salesforce
9607717,,Atsushi Kuwabara,,,kuwabara83@gmail.com,,List import
10862546,Inactive Investor,Ronald Hawley,Financial Advisor,Edward Jones Lake Havasu City AZ 62 Lake Havasu Ave S,ron.hawley@edwardjones.com,,Salesforce
10844463,Inactive Investor,Marcia Sato,Executive Director,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11057510,Inactive Investor,Patrick Millard,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11093495,Inactive Investor,Matthew Jacobson,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 7101 York Ave S",matthew.x.jacobson@ampf.com,,Salesforce
10755229,Inactive Investor,Robert Dayton,,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Morrison Blvd",turner.dayton@nm.com,,Salesforce
11086942,Inactive Investor,Michael Landa,,"Peak Brokerage Services, LLC Boca Raton FL 4401 N Federal Hwy",,,Salesforce
10849695,Inactive Investor,Aron Ewen,,"Stifel, Nicolaus & Company, Incorporated Honolulu HI 1099 Alakea St",ewena@stifel.com,,Salesforce
11195718,Inactive Investor,Edward Campbell,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Chesterfield MO 14755 N Outer 40 Rd",ted.campbell@ampf.com,,Salesforce
9566190,,chris watson,,,watson.chris@live.c.uk,,List import
10619326,,Richard Brown,,,rick.brown@aretewealth.com,,List Import
9640562,,Tom Shingler,,,shingler@callan.com,,List import
10976427,Inactive Investor,Sarah Schwieterman,,"FBL Marketing Services, LLC Syracuse KS 121 N Main St",sarah.schwieterman@fbfs.com,,Salesforce
11086720,Inactive Investor,Steven Balerna,,Fidelity Brokerage Services LLC,,,Salesforce
10901139,Inactive Investor,Ryan Padreddii,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
11051445,Inactive Investor,Theresa Coburn,Senior Registered Associate,Morgan Stanley Portland ME 100 Middle St,theresa.coburn@morganstanley.com,,Salesforce
117240,,Nash Meland,"Associate Managing Director, Financial Advisor, Sales Support Specialist","Principal Securities, Inc.",meland.nash@principal.com,952-277-4295,
229261,, -,,[[Unknown]],cerebralcapital4@gmail.com,,
11035421,Inactive Investor,Luke Aduddell,,"Cambridge Investment Research, Inc. West Des Moines IA 936 8th St",,,Salesforce
11143477,Inactive Investor,Jamie Bingol,,J.P. Morgan Securities LLC Janesville WI 18 N Arch St,,,Salesforce
336305,,Katherine Moenter,Director,Monarch Capital Management Inc,kmoenter@monarchcapitalmgmt.com,260-422-2765,Manual List Upload
11152782,Inactive Investor,Lionel Evans,,Cetera Advisors LLC Paradise Valley AZ 7025 N Scottsdale Rd,lionel@wildewealth.com,480.361.6203,Salesforce
10912880,Inactive Investor,Kenneth O'Leary,Chief Compliance Officer;Founder;Managing Member;Managing Partner,"Surepath Financial Services, LLC",ken@surepathfs.com,,Salesforce
238044,, -,,[[Unknown]],theolaplane@hotmail.fr,,Organic Search
11196357,Inactive Investor,Robert Garner,,State Farm VP Management Corp. Massillon OH 3644 Erie Ave SW,robertgarner@statefarm.com,,Salesforce
10976191,Inactive Investor,Chad Roche,,Citigroup Global Markets Inc. Houston TX 811 Main St,,,Salesforce
11119018,Inactive Investor,Marc Chamberlin,,"Raymond James Financial Services, Inc. Garrett IN 129 N Randolph St",marc.chamberlin@raymondjames.com,,Salesforce
10326064,,Christi Kelly,,,christik308@gmail.com,,Web Form Fillout
10494290,,Matthew Fuller,"Chief Compliance Officer, Managing Director",XO Wealth Management,jfuller21@yahoo.com,,List Import
10939562,Inactive Investor,Ava Turner,,"Equitable Advisors, LLC Stamford CT 1266 E Main St",ava.turner@equitable.com,,Salesforce
372607,,Natasha Clark,,United States,nfclark@gmail.com,,Salesforce
11009474,Inactive Investor,Thomas Gregg,,LPL Financial LLC Latham NY 3 Lear Jet Ln,tom.gregg@lpl.com,,Salesforce
10905392,Inactive Investor,Nicole Finamore,,Cetera Advisor Networks LLC Farmington UT 225 S 200 W,,,Salesforce
10801234,Inactive Investor,Gary Lackey,Financial Advisor,Edward Jones Yakima WA 3907 Castlevale Rd,gary.lackey@edwardjones.com,,Salesforce
10831641,Inactive Investor,Arnold Blumenfeld,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Westport CT 10 Wright St",arnold.blumenfeld@ampf.com,,Salesforce
10604481,,Michael Sunderland,Advisor,"Beacon Wealth Consultants, Inc.",mikes@beaconwealth.com,8144241130,List Import
11173623,Inactive Investor,Matthew Stram,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,matthew.stram@edwardjones.com,,Salesforce
10617797,,Steven Hefter,,,steven.hefter@wfadvisors.com,,List Import
11056113,Inactive Investor,Howard Owens,,"Equitable Advisors, LLC Irvington NY 90 N Broadway",howard.owens@equitable.com,,Salesforce
10948134,Inactive Investor,Lilia Middleton,,"Wells Fargo Clearing Services, LLC Santa Maria CA 407 E Main St",lilia.middleton@wellsfargoadvisors.com,,Salesforce
11001337,Inactive Investor,John Patterson,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,john.patterson@lpl.com,,Salesforce
10857359,Inactive Investor,Kenneth Jensen,,"FBL Marketing Services, LLC Estherville IA 421 1st Ave N",ken.jensen@fbfs.com,,Salesforce
11072925,Inactive Investor,Sean Digiovanni,,"Northwestern Mutual Investment Services, LLC Wichita KS 8621 E 21st St N",sean.digiovanni@nm.com,,Salesforce
10843817,Inactive Investor,Catherine Campos,Private Wealth Relationship Manager;Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2029 Century Park E",catherine.a.campos@ml.com,,Salesforce
10853058,Inactive Investor,Andrew Leven,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,andrew_leven@glic.com,,Salesforce
10930134,Inactive Investor,Paul Dasilva,,"Principal Securities, Inc.",dasilva.paul@principal.com,,Salesforce
10853410,Inactive Investor,Kevin Sokal,,Goldman Sachs & Co.,,,Salesforce
10887790,Inactive Investor,Christopher Gourley,Financial Advisor,Edward Jones Grove City OH 4007 Broadway,chris.gourley@edwardjones.com,,Salesforce
9584341,,Steven Smith,,,smith@parcapital.com,,List import
10835583,Inactive Investor,Gayane Grigoryan,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",gayane.grigoryan@ml.com,,Salesforce
11195822,Inactive Investor,Michael Wood,,"HighTower Securities, LLC",mwood@hightoweradvisors.com,,Salesforce
244399,,Jonathan Losa,Client Engagement,Indxx,jonathan@indxx.com,,Manual List Upload
11023618,Inactive Investor,Laurie Alfiler,,PFS Investments Inc. Montclair CA 4650 Arrow Hwy,lalfiler@primerica.com,,Salesforce
11087646,Inactive Investor,Ryan Csencsitz,Director;Senior Retirement Product Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
249201,,Zeke Faux,,Bloomberg News,zfaux@bloomberg.net,,Manual List Upload
9562149,,John Hoch,,,john.hoch@lfg.com,,List import
10613492,,Nancy Matta,"Financial Advisor, Senior Vice President - Wealth Management",,nancy.matta@ubs.com,,List Import
10827297,Inactive Investor,David Oscar,First Vice President;Insurance Planning Director;Wealth Advisor,Morgan Stanley Berwyn PA 899 Cassatt Rd,david.oscar@morganstanley.com,,Salesforce
10956164,Inactive Investor,Jonathan Lusk,Chief Compliance Officer;Managing Director,"JKLUSK, LLC",,,Salesforce
9592310,,Kelly Tan,,,kellytanqh@yahoo.com.sg,,List import
10832052,Inactive Investor,Scott Linville,,LPL Financial LLC Washington PA 961 Gabby Ave,scott.linville@lpl.com,,Salesforce
9628624,,Daniel Balderas -,,,bldrsdnl@gmail.com,,List import
10943905,Inactive Investor,Tome Salkovski,Financial Advisor,LPL Financial LLC Crown Point IN 1504 N Main St,tom.salkovski@lpl.com,,Salesforce
101861,,Scott Sadar,VP,Somerset Wealth Strategies,scottsadar@gmail.com,,
10786123,Inactive Investor,Mark Deverka,,J.P. Morgan Securities LLC Houston TX 600 Travis St,mark.deverka@jpmorgan.com,,Salesforce
10905344,Inactive Investor,Jaclynn Sanchez,Financial Advisor,Edward Jones Ventura CA 5740 Ralston St,jackie.sanchez@edwardjones.com,,Salesforce
10974921,Inactive Investor,Mario Raul Franco Ortega,,Citigroup Global Markets Inc.,,,Salesforce
10830032,Inactive Investor,Deborah Allen-Phillips,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",deborah_allen@ml.com,,Salesforce
10903276,Inactive Investor,Aaron Hard,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. West Des Moines IA 5901 Mills Civic Pkwy",aaron.hard@schwab.com,,Salesforce
244573,,Jaron D. Carmichael,"Wealth Advisor, Director of Retirement Plan Group",Mercer Advisors,jcarmichael@merceradvisors.com,,Manual List Upload
236028,, -,,[[Unknown]],mikecfitts@gmail.com,,
11094460,Inactive Investor,Charlotte Diprete,Registered Client Associate,"RBC Capital Markets, LLC New York NY 1211 Avenue of the Americas",charlotte.diprete@rbc.com,,Salesforce
10644187,,Darniel London,,,darniel.london@nuveen.com,,List Import
11072608,Inactive Investor,Suzanne Minster,,"Sanctuary Securities, Inc. Bloomfield Hills MI 40900 Woodward Ave",sminster@sanctuarywealth.com,,Salesforce
221775,,Roscoe Dean,,[Unknown],roscoe.dean@protonmail.com,,
11002678,Inactive Investor,Kayla Nocella,Financial Professional,"Equitable Advisors, LLC Tallahassee FL 1409 Devils Dip",kayla.nocella@equitable.com,,Salesforce
11184581,Inactive Investor,William Crossan,,Park Avenue Securities LLC Hunt Valley MD 11350 McCormick Rd,william_crossan@glic.com,,Salesforce
11170549,Inactive Investor,Matthew Liffick,Financial Services Professional,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",mliffick@financialguide.com,,Salesforce
9584929,,Gonzales Richard,,,gonzalesrichard.1257@gmail.com,,List import
10615493,,Ryan Lewis,"Family Wealth Director, Financial Advisor, Managing Director, Portfolio Management Director, Private Wealth Advisor",,ryan.lewis@morganstanley.com,,List Import
10852513,Inactive Investor,Daniel Murray,,Network 1 Financial Securities Inc.,,,Salesforce
10928488,Inactive Investor,Geoffrey Irving,,"Equitable Advisors, LLC Syracuse NY 100 Madison St",geoffrey.irving@equitable.com,,Salesforce
9588478,,Smita Halder,,,hsmita.halder@gmail.com,,List import
9556834,,Scott Close,,,sclose@massmutual.com,,List import
10596323,,Danueo Duteo,,,lastmove28@gmail.com,,Web form fillout
11096587,Inactive Investor,Stephen Clapp,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10810460,Inactive Investor,Heather Harrison,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,heather.x.harrison@chase.com,,Salesforce
11017833,Inactive Investor,Nicholas Stonnington,Financial Advisor;Partner,Prime Capital Financial Pasadena CA 600 S Lake Ave,,,Salesforce
348412,,Symon Drake-brockman,Shareholder,Pemberton Capital Advisors Llp,symon.drake-brockman@pembertonam.com,440-207-9939300,Manual List Upload
10798133,Inactive Investor,Jeffrey Kaufman,Director - Alternative Investments;Financial Advisor;Insurance Planning Director;Vice President,Morgan Stanley Rockville MD 702 King Farm Blvd,jeffrey.kaufman@morganstanley.com,,Salesforce
11028832,Inactive Investor,Jonathan Duggan,,"TRG Advisors, Inc. Alpharetta GA Private Residence",dugganj@tsretirement.com,,Salesforce
10901696,Inactive Investor,Linus Nygard,Financial Service Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington VT 60 Lake St",linus.nygard@ml.com,,Salesforce
11062328,Inactive Investor,Thao Nguyen,,NYLIFE Securities LLC Sacramento CA 4701 F Pkwy,tnguyen60@ft.newyorklife.com,,Salesforce
9637091,,Mauricio Armando,,,mauricio.armando@bcpadvisors.com,,List import
11220954,,Corey Gamble,,,corey.gamble@allworthfinancial.com,,List Import
11132021,Inactive Investor,Cicily Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",,,Salesforce
346240,,Stuart King,Senior Analyst,Dynamic Beta Investments Llc,sking@beachheadcapital.com,646-837-7030,Manual List Upload
10970228,Inactive Investor,Benjamin Gleneck,,"First Horizon Advisors, Inc. Knoxville TN 800 S Gay St",benjamin.gleneck@firsthorizon.com,,Salesforce
10776503,Inactive Investor,Christopher Jaques,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Chico CA 901 Bruce Rd",jaquesc@stifel.com,,Salesforce
11166281,Inactive Investor,Joaquin Alvarez-Menendez,Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10792084,Inactive Investor,William Chambley,Financial Advisor,"Hornor, Townsend & Kent, LLC Exton PA 305 Exton Cmns",wchambley@htk.com,,Salesforce
11186052,Inactive Investor,Eric Jarrard,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,eric.jarrard@fidelity.com,,Salesforce
11035217,Inactive Investor,Eric Christensen,Financial Advisor,Edward Jones Lincoln NE 2710 S 70th St,eric.christensen@edwardjones.com,,Salesforce
11128975,Inactive Investor,Mengqi Yang,,J.P. Morgan Securities LLC Cupertino CA 10955 N Wolfe Rd,mengqi.yang@jpmorgan.com,,Salesforce
11113176,Inactive Investor,George Hoffman,,"Parkland Securities, LLC Walnut Creek CA Private Residence",,,Salesforce
10795795,Inactive Investor,Sabrina Brathwaite,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",sabrina_brathwaite@ml.com,,Salesforce
10846079,Inactive Investor,Tomislav Weigand,Financial Advisor,"Wells Fargo Clearing Services, LLC Cypress TX 13150 Louetta Rd",tomislav.weigand@wellsfargoadvisors.com,,Salesforce
11044787,Inactive Investor,Dalton Kemp,,PFS Investments Inc. Middleburg PA 72 Paxtonville Rd,,,Salesforce
9618471,,Robert McCreary,,,rmccreary@capitalworks.net,,List import
10853901,Inactive Investor,Lawrence Fisher,,Wealthcare Advisory Partners LLC Novi MI 39555 Orchard Hill Pl,,,Salesforce
10510736,,Sarah Alexander,Chief Engagement Officer,VettaFi,sarah.alexander@vettafi.com,,List Import
10580841,,Neal Pritchard,,,globalglob33@gmail.com,,Web Form Fillout
9581028,,Parth Bhardwaj,,,bh.parth@gmail.com,,List import
10989412,Inactive Investor,John Foley,,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
10874013,Inactive Investor,Daniel Munroe,Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",dan.munroe@equitable.com,,Salesforce
7819850,,Timothy Young,,,canyonview100@gmail.com,,Web Form Fillout
9635280,,Matt England,,,matte@efsadvisors.com,,List import
10768437,Inactive Investor,James Massey,Investment Advisor Representative,AdvisorNet Wealth Partners Eau Claire WI 13 S Barstow St,jmassey@advisornet.com,,Salesforce
10880107,Inactive Investor,Jennifer Rowland,Financial Advisor,"Osaic Institutions, Inc. Naugatuck CT 87 Church St",jennifer.rowland@osaicinstitutions.com,,Salesforce
11109881,Inactive Investor,Kym Aylworth,,PFS Investments Inc. Pocatello ID 845 W Center St,kym.aylworth@primerica.com,,Salesforce
10956508,Inactive Investor,John Stoner,Investment Consultant,"Charles Schwab & Co., Inc. Brookfield WI 17515 W Bluemound Rd",,,Salesforce
10946953,Inactive Investor,Brian Casey,,"Allstate Financial Services, LLC Waynesburg PA 140 Bill George Dr",briancasey@allstate.com,,Salesforce
11084974,Inactive Investor,Jeffrey Brockmeyer,Global Wealth Management,J.P. Morgan Securities LLC New York NY 277 Park Ave,jeffrey.l.brockmeyer@jpmorgan.com,,Salesforce
9571413,,Glenda Pemble,,,gpemble@brinkercapital.com,,List import
9585137,,Henry Hoerner,,,tim@hoernerplanninggroup.com,,List import
10968245,Inactive Investor,Tyler O'Rourke,,"Ameritas Investment Company, LLC Carnegie PA 5 Charter Oak Dr",tyler.o-rourke@ameritas.com,,Salesforce
205319,,Daniel Almeida,Portfolio Management Associate Director,Ropes Wealth Advisors,daniel.almeida@ropeswealth.com,,
10798588,Inactive Investor,Jeffrey Levitt,Chief Executive Officer;Treasurer,Stonebridge Capital Management,jlevitt@sbcm.net,,Salesforce
343532,,Cecilia Martinez,Financial Project Coordinator,Creand Management,cmartinez@betacap.com,305-358-8844,Manual List Upload
11195670,Inactive Investor,Steven Bartels,,"Bankers Life Securities, Inc. McKinney TX 4500 Eldorado Pkwy",steve.bartels@bankerslife.com,,Salesforce
10850920,Inactive Investor,Henry Fisher,,"LaSalle St Securities, L.L.C. Sudbury MA 365 Boston Post Rd",hfisher@lasallest.com,,Salesforce
9633700,,Daniel Wise,,,daniel@danielwise.net,,List import
11113730,Inactive Investor,Natascha Reynoso,,"Farmers Financial Solutions, LLC Schertz TX 6051 Fm 3009",nreynoso@farmersagent.com,,Salesforce
11170526,Inactive Investor,Maureen Oconnell,,"MML Investors Services, LLC Needham Heights MA 197 1st Ave",maureenoconnell@financialguide.com,,Salesforce
10658376,,James Doherty,,,james.p.doherty@morganstanley.com,,List Import
11123829,Inactive Investor,David Mainster,,"First Command Brokerage Services, Inc. Jacksonville Beach FL 320 1st St N",dtmainster@firstcommand.com,,Salesforce
10924768,Inactive Investor,Debra Patterson,,"Equity Services, Inc. Colfax NC Private Residence",patterson_debra@nlvmail.com,,Salesforce
10931944,Inactive Investor,Jovanol Sopiqoti,,J.P. Morgan Securities LLC Bronx NY 2725 E Tremont Ave,jovanol.sopiqoti@chase.com,,Salesforce
10787681,Inactive Investor,Marina Nice,,"Truist Investment Services, Inc. Winter Park FL 400 S Park Ave",marina.nice@truist.com,,Salesforce
11047507,Inactive Investor,Andrew Kaczkowski,Financial Services Professional,"MML Investors Services, LLC Chicago IL 30 S Wacker Dr",akaczkowski@financialguide.com,,Salesforce
11079107,Inactive Investor,Joseph Gervase,,Goldman Sachs & Co.,joseph.gervase@gs.com,,Salesforce
11125355,Inactive Investor,Valeria Lozano Salais,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,valeria_lozano-salais@vanguard.com,,Salesforce
10964954,Inactive Investor,Nathan Johnson,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",,,Salesforce
9570725,,Louis Hanover,,,lhanover@marathonfund.com,,List import
11188999,Inactive Investor,Mark Keating,,"Osaic Wealth, Inc. Grand Rapids MI 4519 Cascade Rd SE",,,Salesforce
10912211,Inactive Investor,Daniel Rodriguez,Client Service Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,,,Salesforce
10910131,Inactive Investor,Vivien Costello,,"Cambridge Investment Research, Inc. Phoenix AZ 10201 S 51st St",,,Salesforce
9597749,,Thomas Sargent,,,tsargent@bfsinvest.com,,List import
10934056,Inactive Investor,David Ream,Associate Financial Advisor;Lead Advisor,Blue Water Wealth Seattle WA 701 N 36th St,david.ream@bluewaterwealth.com,,Salesforce
11184510,Inactive Investor,Bryan Pope,Senior Client Specialist,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,bpope@rwbaird.com,,Salesforce
11191528,Inactive Investor,Mary DeJohn,Chief Compliance Officer,Generation Capital Management LLC,mdejohn@gencapmgmt.com,,Salesforce
11099995,Inactive Investor,Arturo Almazan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11151291,Inactive Investor,Tyler Nichols,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",tyler.nichols@nm.com,,Salesforce
11066825,Inactive Investor,Michael Di Dio,Investment Advisor,Roseman Wagner Wealth Management,michael@rosemanwagner.com,,Salesforce
10998802,Inactive Investor,Clark Dana,,"Empower Financial Services, Inc Lees Summit MO 405 SW Waterfall Ct",clark.dana@empower.com,,Salesforce
10934979,Inactive Investor,Mellissa Ansah,Financial Advisor,Edward Jones Conyers GA 863 Flat Shoals Rd SE,mellissa.ansah@edwardjones.com,,Salesforce
11032902,Inactive Investor,Scott Andrews,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,sandrews@ft.newyorklife.com,,Salesforce
10761748,Inactive Investor,Robert Blair,Investment Specialist;Managing Director,J.P. Morgan Securities LLC Milwaukee WI 111 E Wisconsin Ave,robert.j.blair@jpmorgan.com,,Salesforce
11118994,Inactive Investor,Aaron Jurgensmeyer,,"Raymond James Financial Services, Inc. Rogers AR 3333 S Pinnacle Hills Pkwy",aaron.jurgensmeyer@raymondjames.com,,Salesforce
10925710,Inactive Investor,Gordon Asahara,,"Centaurus Financial, Inc. Honolulu HI 745 Fort Street Mall",,,Salesforce
10993564,Inactive Investor,Courtney Keith,,"Raymond James & Associates, Inc.",courtney.keith@raymondjames.com,,Salesforce
10768279,Inactive Investor,Michael Penton,Senior Vice President - Investments,Wedbush Securities Inc. Denver CO 4600 S Ulster St,michael.penton@wedbush.com,,Salesforce
10805929,Inactive Investor,Ricky Sloan,Investment Consultant,"First Citizens Investor Services, Inc.",ricky.sloan@firstcitizens.com,,Salesforce
206608,,Stephen Kleckner,,[Unknown],steve.kleckner@gmail.com,,
9625397,,Travis Harmon,,,travislawrenceharmon@yahoo.com,,List import
10808503,Inactive Investor,Toby Garner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",toby_garner@ml.com,,Salesforce
9582959,,Wallace Kennedy,,,wallace.kennedy@mfginvestments.com,,List import
9602134,,William Hackett,,,whackett@matthewsasia.com,,List import
10844957,Inactive Investor,John Watt,Financial Advisor,Northwest Asset Management Gig Harbor WA 5727 Baker Way NW,john.watt@nwasset.com,,Salesforce
166950,,Riddhish Kankariya,,[Unknown],riddhish.kankariya@gmail.com,,Other
11154312,Inactive Investor,Donovan Calhoun,,PFS Investments Inc. Glenside PA 115 E Glenside Ave,donovancalhoun@primerica.com,,Salesforce
11092763,Inactive Investor,Sarah Hayes,Investment Associate,William Blair,shayes@williamblair.com,,Salesforce
10851722,Inactive Investor,Iryna Warren,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",iryna.warren@ml.com,,Salesforce
11078950,Inactive Investor,Mia Cardwell,Managing Director;Senior Private Advisor,Rockefeller Financial LLC Chicago IL 227 W Monroe St,merickson@rockco.com,,Salesforce
11019242,Inactive Investor,Hayden Curley,Associate Financial Advisor;Financial Planning Assistant,"Ameriprise Financial Services, LLC Franklin MA 308 W Central St",hayden.curley@ampf.com,,Salesforce
10917530,Inactive Investor,Jesse Fenske,Financial Advisor,Thrivent Investment Management Inc. New London WI 101 W Waupaca St,jesse.fenske@thrivent.com,,Salesforce
10615033,,Brian O'Connor,"Financial Advisor, Senior Vice President, Senior Vice President - Investments",,brian.g.oconnor@morganstanley.com,,List Import
10855529,Inactive Investor,Nena Carey,,Andrew Garrett Inc. Orangevale CA 9292 Madison Ave,ncarey@andrewgarrett.com,,Salesforce
11085445,Inactive Investor,Margaret Rogers,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",maggie.rogers@nm.com,,Salesforce
10899354,Inactive Investor,Daniel Kau,Client Relationship Specialist,"Charles Schwab & Co., Inc. Los Altos CA 240 3rd St",,,Salesforce
11202894,Inactive Investor,Anthony Spangenberg,Financial Advisor;Member;Owner,Savant Wealth Management Wilmette IL 1000 Skokie Blvd,tspangenberg@savantwealth.com,,Salesforce
9644225,,Jeff Little,,,jeff@financialtelesis.com,,List import
9557002,,Jason Hasson,,,jayhasson@cambridgesecure.com,,List import
10510055,,Ed Murphy,,,emurphy@schafer-cullen.com,,List Import
10945445,Inactive Investor,Tony Ottinger,,"First Horizon Advisors, Inc. Knoxville TN 4315 Kingston Pike",tbottinger@ftbadvisors.com,,Salesforce
10990682,Inactive Investor,Austin Grizzell,Associate Advisor,SJS Investment Services Paradise Valley AZ 6720 N Scottsdale Rd,agrizzell@sjsinvest.com,,Salesforce
11204506,Inactive Investor,Barry Haffner,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Washington DC 1501 K St NW,barry.haffner@ubs.com,,Salesforce
11237244,Inactive Investor,Brett Tomlinson,Wealth Advisor,EdgeRock Wealth Management,brett@edgerockwealth.com,,Salesforce
11097185,Inactive Investor,Alicia Sanders,,"Allstate Financial Services, LLC Olympia WA 100 Ruby St SE",aliciasanders@allstate.com,,Salesforce
9579500,,John Greed,,,john.greed@mutualofamerica.com,,List import
11086290,Inactive Investor,Monica Carroll,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,monica.carroll@jpmorgan.com,,Salesforce
11114909,Inactive Investor,Katherine Johnson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,katherine.johnson@fmr.com,,Salesforce
10819646,Inactive Investor,Ingrid Roosild,,"NewEdge Securities, Inc. Albuquerque NM 8205 Spain Rd NE",,,Salesforce
11018468,Inactive Investor,Maria Martos Garcia,,J.P. Morgan Securities LLC Port Washington NY 115 Main St,maria.e.martosgarcia@chase.com,,Salesforce
11018893,Inactive Investor,Griffin Gaughran,Associate Representative,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",,,Salesforce
10973320,Inactive Investor,Yong Lin,,J.P. Morgan Securities LLC Oakland CA 401 8th St,yongnian.lin@jpmorgan.com,,Salesforce
10440901,,Benas Gudelis,,,benasg@gmail.com,,Web Form Fillout
11217264,,Brian Moran,,,bmoran@lincolninvestment.com,,Other
9593620,,Gabrielle Brackrog,,,gabrielle.brackrog@plantemoran.com,,List import
11096490,Inactive Investor,Harold Sawyer,Chief Executive Officer;Chief Investment Officer;Founder;Vice President,"Westover Capital Advisors, LLC",harold@westovercapital.com,,Salesforce
10940628,Inactive Investor,Joseph Levi,,"Truist Investment Services, Inc. Nashville TN 401 Commerce St",joe.levi@truist.com,,Salesforce
11052774,Inactive Investor,Craig Pohl,Member;Senior Financial Advisor;Tax Advisor,Chesapeake Financial Advisors Towson MD 401 Jefferson Ave,craig@peakeadvisors.com,,Salesforce
10486608,,Phillip Blevins,Financial Advisor,"Wells Fargo Clearing Services, LLC",phil.blevins@wellsfargo.com,,List Import
9629610,,James Machado,,,jamespmachado@gmail.com,,List import
11057507,Inactive Investor,Keith Lin,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10858047,Inactive Investor,Melinda Lassiter,Senior Relationship Manager,"Principal Securities, Inc. Mechanicsville VA Private Residence",lassiter.melinda@principal.com,,Salesforce
334305,,Kristen Comeau,,Mercer Global Advisors Inc.,kcomeau@merceradvisors.com,,
11170981,Inactive Investor,Francisco Carrillo,,Cetera Advisor Networks LLC Baytown TX Private Residence,carrillof@ceteranetworks.com,,Salesforce
10785169,Inactive Investor,Darrell Smith,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pinecrest FL Private Residence",darrell_g_smith@ml.com,,Salesforce
10948631,Inactive Investor,Matthew Paulsell,Assistant Vice President,"Wells Fargo Clearing Services, LLC",,,Salesforce
11076994,Inactive Investor,John Landers,,Key Investment Services LLC Strongsville OH 17333 Southpark Ctr,john.landers@key.com,,Salesforce
11012443,Inactive Investor,James Walck,,PFS Investments Inc. Chalfont PA 31 Oak Ave,james.walck@primerica.com,,Salesforce
11026240,Inactive Investor,Christopher Rueve,Associate Vice President;Financial Advisor,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,christopher.rueve@morganstanley.com,,Salesforce
41903,,Robin Miller,Supervisory Officer,PNC Investments,robin.miller@pnc.com,888-762-2265,
10993507,Inactive Investor,Jordan Alexander,,Rockefeller Financial LLC Trenton NJ 2445 Kuser Rd,jalexander@rockco.com,,Salesforce
9640445,,Guilherme Cella,,,guilhermecella@pragmapatrimonio.com.br,,List import
10933768,Inactive Investor,Sarah Nelson,Client Associate,UBS Financial Services Inc. Wellesley Hills MA 55 William St,sarah.nelson@ubs.com,,Salesforce
11044103,Inactive Investor,Jacob Lavely,,LPL Financial LLC Saint Johnsbury VT 357 Western Ave,jake.lavely@lpl.com,,Salesforce
9622181,,zzz z,,,zlanchun@gmail.com,,List import
10788632,Inactive Investor,Sharon Allen,Financial Advisor,LPL Financial LLC Brenham TX 105 E Main St,sharon.allen@lpl.com,,Salesforce
10941688,Inactive Investor,Kenneth Sondo,Vice President,Morgan Stanley Westport CT 500 Post Road E,,,Salesforce
11040926,Inactive Investor,Robby Rogers,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Andrews TX Private Residence,robby.rogers@ubs.com,,Salesforce
11066789,Inactive Investor,Steven Carter,Financial Advisor;President;Principal;Regulatory Contact;Senior Advisor,"Carter Financial, LLC",,,Salesforce
10925812,Inactive Investor,Jamison Evans,Financial Advisor,Edward Jones Bemidji MN 125 2nd St NW,jamison.evans@edwardjones.com,,Salesforce
201733,,Lee Hendricks,,[Unknown],lee.hendricks@gmail.com,,
10937240,Inactive Investor,Jason Natale,,LPL Financial LLC Hightstown NJ 370 Rte 130,jason.natale@lpl.com,,Salesforce
10900379,Inactive Investor,Jason Thostesen,Business Analyst,"WBI Investments, LLC",jthostesen@wbiinvestments.com,,Salesforce
10805125,Inactive Investor,James Carrington,Private Wealth Advisor,"Ameriprise Financial Services, LLC Raleigh NC 4515 Falls of Neuse Rd",james.f.carrington@ampf.com,,Salesforce
11131068,Inactive Investor,Robert Pozatek,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",bob.pozatek@nm.com,,Salesforce
10893893,Inactive Investor,Thomas De Vito,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,thomas.devito@jpmorgan.com,,Salesforce
11138990,Inactive Investor,Joseph Mellusi,Executive Director,J.P. Morgan Securities LLC Jersey City NJ 575 Washington Blvd,joseph.a.mellusi@jpmorgan.com,,Salesforce
10995405,Inactive Investor,Faiza Kiani,,J.P. Morgan Securities LLC Valley Stream NY 1200 West Walk,faiza.kiani@jpmorgan.com,,Salesforce
9622075,,Andre de Melo,,,anakanodemelo@gmail.com,,List import
10769323,Inactive Investor,Carmen Alaimo,,"Wells Fargo Advisors Financial Network, LLC Buffalo NY 19 Limestone Dr",c.alaimo@wfafinet.com,,Salesforce
10821542,Inactive Investor,Brendan Davis,,Cetera Advisors LLC Citrus Heights CA 5650 Sunrise Blvd,,,Salesforce
10866558,Inactive Investor,Kyle Stits,Managing Member;Wealth Strategy Director,Cooper Capital Group,kstits@coopercapgroup.com,,Salesforce
9569431,,Alexander Man,,,aman@consonancecapital.com,,List import
11075032,Inactive Investor,Deborah Mills,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",,,Salesforce
11102426,Inactive Investor,Tony Christensen,Financial Advisor,Edward Jones Humboldt IA 530 Sumner Ave,tony.christensen@edwardjones.com,,Salesforce
9643479,,sultan bani,,,aku@banisultan.com,,List import
10792207,Inactive Investor,James Moraller,,Citigroup Global Markets Inc.,james.m.moraller@citi.com,,Salesforce
374104,,David Holmes,,[Unknown],daveholmes500@gmail.com,,Salesforce
10785227,Inactive Investor,Jocelin Mathews,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,jocelin.mathews@fidelity.com,,Salesforce
9628561,,Dr.shankaraprasad SKP,,,dr.shankaraprasad@gmail.com,,List import
11079776,Inactive Investor,Jackline Rollins,Private Client Banker,J.P. Morgan Securities LLC Austin TX 9901 N Lamar Blvd,jackline.rollins@jpmorgan.com,,Salesforce
11222370,,Kathryn Ricard,,,kathryn.ricard@fiduciarycounselors.com,,List Import
11059508,Inactive Investor,Steven Ott,Regional Leader,PFS Investments Inc. Cincinnati OH 4500 Cooper Rd,steven.ott@primerica.com,,Salesforce
9562702,,Bradley Miller,,,brad@lifetimewealth.org,,List import
9602583,,luo qi,,,luoqig@gmail.com,,List import
11034791,Inactive Investor,Jason Solodkin,,LPL Financial LLC Boca Raton FL 6501 Congress Ave,jason.solodkin@lpl.com,,Salesforce
9636196,,Saloni Gupta,,,saloni@sageviewcapital.com,,List import
11140485,Inactive Investor,Douglas Schmidt,Director;Senior Investment Consultant,Robert W. Baird & Co. Incorporated Winnetka IL 495 Chestnut St,,,Salesforce
345700,,Damion Osu,Senior Analyst,Keyhaven Capital Partners Limited,damion@keyhavencapital.com, -4326363,Manual List Upload
11100190,Inactive Investor,Melissa Lovell,Financial Advisor,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,melissa.lovell@ubs.com,,Salesforce
9545046,,sinisa babcic,,,sinisa.babcic@ey.com,,List import
9577088,,Daniel Hall,,,pistons89@gmail.com,,List import
11103096,Inactive Investor,Padraic Devine,Financial Advisor,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,pdevine@rwbaird.com,,Salesforce
9626854,,Scott Nazarenus,,,scott@finishwell.biz,,List import
10893307,Inactive Investor,Kristen King,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",kristen.kissell@nm.com,,Salesforce
341139,,Gabrielle Guttman,,[Unknown],gguttman@connextconsulting.com,,
155443,,dick d,,[Unknown],kalsbeekdick@gmail.com,,
11071472,Inactive Investor,Linda Wellington,Client Relationship Manager,"Citizens Securities, Inc. Washington PA 40 S Main St",linda.wellington@citizensbank.com,,Salesforce
10817383,Inactive Investor,Roger Gray,,PFS Investments Inc. Omaha NE 10110 Nicholas St,roger.gray@primerica.com,,Salesforce
11207225,Inactive Investor,William Coleman,Founding Member;Regulatory Contact,"Garnett Advisors, LLC",,,Salesforce
11073760,Inactive Investor,Laura Braverman,Chief Compliance Officer;Chief Operating Officer,"BluePointe Capital Management, LLC San Mateo CA 999 Baker Way",laura@bluepointecapital.com,,Salesforce
234554,, -,,[[Unknown]],468921800@qq.com,,
11193246,Inactive Investor,Emmanuel Cardenas,,PFS Investments Inc. Lombard IL 555 Waters Edge,emmanuel.cardenas@primerica.com,,Salesforce
10839908,Inactive Investor,Brandy Navarro,Financial Advisor;Managing Partner;Member,"Vantage Wealth Management, LLC",brandy.navarro@vantagewealthmgmt.com,,Salesforce
9599697,,Sara Hlebain,,,sara@pinterest.com,,List import
11037621,Inactive Investor,Mark Schaad,,Park Avenue Securities LLC,mark_schaad@glic.com,,Salesforce
9556158,,Don Felten,,,donzwoodz@gmail.com,,List import
11001683,Inactive Investor,Christopher Poplin,,"Allstate Financial Services, LLC Murfreesboro TN 1470 Battleground Dr",christopherpoplin@allstate.com,,Salesforce
10891589,Inactive Investor,Philip Klyce,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",philip.klyce@raymondjames.com,,Salesforce
10755707,Inactive Investor,Alexander Dickson,,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,alexander.dickson@morganstanley.com,,Salesforce
10758185,Inactive Investor,Gregory Koontz,Financial Advisor;Managing Director,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",gregory.koontz@raymondjames.com,,Salesforce
11020669,Inactive Investor,Jamileth Cepeda,,"U.S. Bancorp Investments, Inc. Lombard IL 45 W Roosevelt Rd",,,Salesforce
9597431,,Nancy Luther,,,nluther@financialengines.com,,List import
11063843,Inactive Investor,Francisco Peralta,,PFS Investments Inc. Tucson AZ 5920 E Pima St,francisco.peralta@primerica.com,,Salesforce
10930731,Inactive Investor,Clint Hamilton,Financial Professional,LPL Financial LLC Clovis NM 300 N Main St,clint.hamilton@lpl.com,,Salesforce
146,,,,,18760490209@189.cn,,
9553360,,Leasa Elwood,,,leasa.elwood@fmr.com,,List import
224888,,Afolabi Ojo,,[Unknown],qtsafo@yahoo.com,,Direct
11261271,Inactive Investor,Stephen Mendoza,Associate Advisor,PAX Financial Group,stephen@paxfg.com,,Salesforce
10835907,Inactive Investor,David Milkovich,Financial Advisor,"Ameriprise Financial Services, LLC Bozeman MT 1283 N 14th Ave",david.g.milkovich@ampf.com,,Salesforce
11068054,Inactive Investor,Wallace Caudill,Financial Advisor,"Wells Fargo Clearing Services, LLC Overland Park KS 7400 W 130th St",hunter.caudill@wellsfargoadvisors.com,,Salesforce
1002170,Inactive Investor,Philip Johnson,,"Chace Equity, LLC",pjohnson@chaceequity.com, +1 612 802 9977,
11046927,Inactive Investor,Gregg Giaquinto,,"CNR Securities, LLC",gregg.giaquinto@cnr.com,,Salesforce
11177481,Inactive Investor,Ashley Liu,,Citigroup Global Markets Inc.,,,Salesforce
10967218,Inactive Investor,Joseph Hume,Registered Associate,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",joseph.hume@northerntrust.com,,Salesforce
9568950,,moretti andrea,,,andrea.moretti@polypiu.it,,List import
11025985,Inactive Investor,Andrew Mcgregor,Portfolio Manager,Folger Nolan Fleming Douglas Incorporated,amcgregor@fnfd.com,,Salesforce
10779073,Inactive Investor,Robert Grossman,Financial Advisor,Edward Jones Houston TX 9731 Wortham Blvd,robert.grossman@edwardjones.com,,Salesforce
11007962,Inactive Investor,Colin Moe,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",colin.moe@ml.com,,Salesforce
9557294,,Bahattin Çak,,,delta-1923@hotmail.com,,List import
10821966,Inactive Investor,Kenneth Gilpin,Owner;President,Sound Investments Inc. Overland Park KS 8826 Santa Fe Dr,ken@soundinvestments4.com,,Salesforce
11148297,Inactive Investor,Angelo Angelopoulos,,NYLIFE Securities LLC Downers Grove IL 2001 Butterfield Rd,aangelopoulo@ft.newyorklife.com,,Salesforce
9607620,,Edward Martin,,,eddie@eddiedonna.com,,List import
11077985,Inactive Investor,Marina Mcgrail,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,marina.mcgrail@citigroup.com,,Salesforce
10793773,Inactive Investor,Daniel Brownsberger,Financial Management Consultant;Senior Investment Advisor,FirsTrust,dan@financialteam.com,,Salesforce
11058795,Inactive Investor,Joseph Stumbroski,,"J.W. Cole Financial, Inc. Parkville MD 2416 E Joppa Rd",,,Salesforce
11198495,Inactive Investor,Alexander Dew-Merriex,Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11176973,Inactive Investor,Caroline Curts,Chief Compliance Officer;Shareholder,"Sand Hill Global Advisors, LLC",,,Salesforce
9580608,,Matthew Lowry,,Fisher Investments,m.lowry@fi.com,,List import
9620301,,Yassine MIMOUNI,,,yassinemimouni51@gmail.com,,List import
10662077,,Ward Mcnally,,,wmcnally@mcnallycapital.com,,List Import
11088194,Inactive Investor,Richard Luzzo,,LPL Financial LLC Worcester MA 71 Elm St,rich.luzzo@lpl.com,,Salesforce
343015,,Takis Sparaggis,"President, CIO","Alkeon Capital Management, Llc",tsparaggis@alkeoncapital.com,212-716-6840,Manual List Upload
11109065,Inactive Investor,Teresa Hayes,,PFS Investments Inc. Springfield MO 1911 S National Ave,teresa.hayes@primerica.com,,Salesforce
11101882,Inactive Investor,Norbert Abubakar,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,nabubakar@ft.newyorklife.com,,Salesforce
11100499,Inactive Investor,Sharon Goldberg,Chief Operating Officer,Eaton Financial Group,sharon@eatonfinancialgroup.com,,Salesforce
1003078,Inactive Investor,Leland Ivy,,BGC Financial,lelandivy@yahoo.com,,3rd Party Lead Gen
11115677,Inactive Investor,Jacob Mcafee,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,jacob.mcafee@fmr.com,,Salesforce
11213612,Inactive Investor,Jenny Boyke,Director;Principal;Senior Wealth Advisor,"Kovitz Investment Group Partners, LLC",jboyke@kovitz.com,,Salesforce
10901880,Inactive Investor,Roger Jones,Financial Advisor,LPL Financial LLC West Des Moines IA 2700 Westown Pkwy,roger.jones@lpl.com,,Salesforce
10762359,Inactive Investor,Bonnie Brewer,Portfolio Associate,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,bonnie.brewer@morganstanley.com,,Salesforce
10900044,Inactive Investor,Gina Broyles-Lane,Financial Advisor,Edward Jones Sierra Vista AZ 3410 Canyon De Flores,gina.lane@edwardjones.com,,Salesforce
11087313,Inactive Investor,Gary Holcombe,,"IFP Securities, LLC Woodstock GA 230 Creekstone Rdg",,,Salesforce
11045572,Inactive Investor,Ryan Mathes,,"Osaic Wealth, Inc. Spring TX 10001 Woodloch Forest Dr",,,Salesforce
10844065,Inactive Investor,Wanda Short,Financial Advisor,"Ameriprise Financial Services, LLC Portland CT 329 Main St",wanda.l.short@ampf.com,,Salesforce
10808667,Inactive Investor,Jennifer Rupert,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",jennifer_rupert@ml.com,,Salesforce
10646394,,Angelica Nelson,,,angelica.nelson@rbc.com,,List Import
10986956,Inactive Investor,Mason Domino,Chief Compliance Officer;Research Assistant;Vice President,Carl Domino Inc.,mcd@carldomino.com,,Salesforce
4500538,,Key Nike,,,key@uma3.be,,Web Form Fillout
9556200,,Joon Baek,,,joonbaek@financialguide.com,,List import
10930190,Inactive Investor,Joseph Byrne,,"Farmers Financial Solutions, LLC Mount Pleasant MI 1302 S Mission Rd",jbyrne@farmersagent.com,,Salesforce
9549977,,Ann Waren,,,waren.ann@principal.com,,List import
10830761,Inactive Investor,Matthew Veal,Financial Advisor;Senior Investment Management Consultant,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,matthew.veal@morganstanley.com,,Salesforce
11118362,Inactive Investor,Shaun Wilson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10647726,,Lauretta Moell,,,lauretta.moell@benjaminfedwards.com,,List Import
10612998,,Saul Katz,Senior Financial Advisor,,s_katz@ml.com,,List Import
10760098,Inactive Investor,Adam Uhlan,First Vice President;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",adam_uhlan@ml.com,,Salesforce
10900144,Inactive Investor,Devin Blea,,"Farmers Financial Solutions, LLC Mesa AZ 1910 S Stapley Dr",dblea1@farmersagent.com,,Salesforce
11152130,Inactive Investor,Dana Messina,Financial Advisor,"Ameriprise Financial Services, LLC Marco Island FL 914 Park Ave",dana.messina@ampf.com,,Salesforce
11233099,Inactive Investor,Steven Shiek,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 5250 Central Ave NE",steven.shiek@usbank.com,,Salesforce
10829262,Inactive Investor,Jessica Gonzalez Lopez,Wealth Management Associate,Morgan Stanley Miami FL 220 Alhambra Cir,,,Salesforce
10878127,Inactive Investor,Alexander Paul,Chief Executive Officer;Founder,Wealthgate Family Office LLC,,,Salesforce
11139167,Inactive Investor,Jacob Nicoson,,J.P. Morgan Securities LLC Colorado Springs CO 4190 Austin Bluffs Pkwy,jacob.i.nicoson@chase.com,,Salesforce
11051428,Inactive Investor,Susan Morris,Financial Advisor;Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,susan.morris@morganstanley.com,,Salesforce
10916680,Inactive Investor,Farrel Carlson,,"Osaic Wealth, Inc. Bismarck ND 419 Riverwood Dr",,,Salesforce
11154915,Inactive Investor,Kyle Buzzard,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11044018,Inactive Investor,Amanda Holloway,Chief Compliance Officer,"Illumine Investment Management, LLC",amy@illumineim.com,,Salesforce
245254,,Angel Romero,Director Product Mgmt/Marketing,Schwab Asset Management,angel.romero@schwab.com,17204184217,Manual List Upload
9610870,,Adam Adamiec,,,sebatm@interia.pl,,List import
10937204,Inactive Investor,Yusef Lovette,,"Ameriprise Financial Services, LLC Houston TX 2 Riverway",yusef.lovette@ampf.com,,Salesforce
10998544,Inactive Investor,Alejandra Marquez Visaez,,J.P. Morgan Securities LLC Miami FL 1570 S Dixie Hwy,alejandra.s.marquezvisaez@chase.com,,Salesforce
10887740,Inactive Investor,Mark Larson,,LPL Financial LLC Yorkville IL 1089 Stillwater Ct,,,Salesforce
10769416,Inactive Investor,Regina Nichols,,PFS Investments Inc. Wilmington DE 1203 N Orange St,regina.nichols@primerica.com,,Salesforce
10993651,Inactive Investor,Jeremiah Stewart,,Mutual of America Securities LLC Tampa FL 3000 Bayport Dr,jeremiah.stewart@mutualofamerica.com,,Salesforce
9636686,,Richard Watson,,,watsonr@waltonst.com,,List import
10762232,Inactive Investor,Elaina Stuard,Director,Robert W. Baird & Co. Incorporated Cincinnati OH 3805 Edwards Rd,estuard@rwbaird.com,,Salesforce
11035428,Inactive Investor,Suzanne Wetzel,Financial Analyst;Senior Analyst,Doyenne Wealth Advisors,,,Salesforce
10759994,Inactive Investor,Daryl Norman,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",daryl.norman@wellsfargoadvisors.com,,Salesforce
10769356,Inactive Investor,Paul Adams,Chief Executive Officer;Founder;Regulatory Contact,"Sound Financial, LLC",paul_adams@sfgwa.com,,Salesforce
11199209,Inactive Investor,Neil Lin,,J.P. Morgan Securities LLC Dublin OH 6271 Perimeter Dr,neil.g.lin@jpmorgan.com,,Salesforce
11176379,Inactive Investor,Manish Giri,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,,,Salesforce
11028873,Inactive Investor,Benjamin Scheffley,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",ben.scheffley@nm.com,,Salesforce
10855637,Inactive Investor,Roger Monteforte,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
11020882,Inactive Investor,Dustin Richeson,,"Bankers Life Securities, Inc. Tampa FL 2203 N Lois Ave",dustin.richeson@bankerslife.com,,Salesforce
240575,,Hammond Ogden,,[Unknown],ohammond@perasperaholdings.com,,Event
10999522,Inactive Investor,Ashley Boyette,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,ashleyboyette@statefarm.com,,Salesforce
9557376,,Eric Cook,,,eric.cook@lpl.com,,List import
10756593,Inactive Investor,Andrey Csencsits,Business Development Associate,Morgan Stanley Chicago IL 233 S Wacker Dr,andrey.csencsits@morganstanley.com,,Salesforce
11061899,Inactive Investor,Lauren Anderson,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
7420379,,Saiyab Ansari,,,saiyabansari47@gmail.com,,Web Form Fillout
10765824,Inactive Investor,Ryan Suvoy,Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Medford OR 3103 Signature Ct,ryan.suvoy@morganstanley.com,,Salesforce
9557206,,Kontantinos Karamanis,,,kkaramanis@gmail.com,,List import
10619771,,James Danielson,,,jim.danielson@raymondjames.com,,List Import
9574340,,Rangga Agustin,,,slotterbandung@gmail.com,,List import
10972087,Inactive Investor,Grace Kelly,Investment Advisor;Portfolio Manager,"First Oak Wealth Management, LLC",grace@firstoak.com,,Salesforce
11095461,Inactive Investor,Matthew Lynch,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",matthew.b.lynch@bofa.com,,Salesforce
10913024,Inactive Investor,Adam Brinkley-Svanberg,Investment Advisor,"Bodhi Tree Capital Management, LLC",adam@bodhitreecapitalmanagement.com,,Salesforce
10791117,Inactive Investor,Brian Schlosser,Advisory Board Member;Member;Partner,Founders Financial Securities LLC Milford OH 220 Mill St,,,Salesforce
10816792,Inactive Investor,Dustin Jumper,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,dustin.jumper@edwardjones.com,,Salesforce
11032126,Inactive Investor,Christopher Moca,,PFS Investments Inc. Danvers MA 85 Constitution Ln,cmoca@primerica.com,,Salesforce
11004879,Inactive Investor,Jeena Couderc,,J.P. Morgan Securities LLC Shelbyville IN 1828 E State Road 44,jeena.couderc@jpmorgan.com,,Salesforce
11206963,Inactive Investor,Anders Hedman,,Mutual of America Securities LLC Englewood CO 6400 S Fiddlers Green Cir,anders.hedman@mutualofamerica.com,,Salesforce
11045164,Inactive Investor,Timothy Mariano,Financial Advisor,"Pruco Securities, LLC. Sarasota FL 3403 Magic Oak Ln",timothy.mariano@prudential.com,,Salesforce
10777920,Inactive Investor,David Kiolbassa,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",david.kiolbassa@ml.com,,Salesforce
10903629,Inactive Investor,Mark Pendergrast,,Cetera Investment Services LLC Memphis TN 3577 Hacks Cross Rd,,,Salesforce
10890911,Inactive Investor,Charles Henninger,,"Madison Avenue Securities, LLC Atlanta GA 1455 Lincoln Pkwy E",,,Salesforce
10897183,Inactive Investor,Alexander Valerio,Manager,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",alexander.valerio@tiaa.org,,Salesforce
11018819,Inactive Investor,Linda Mills,Financial Advisor,Advisor Resource Council Roanoke TX 113 Seminole Dr,,,Salesforce
10901790,Inactive Investor,Richard Saso,,"Caldwell Sutter Capital, Inc. Dublin CA 6253 Dougherty Rd",rich.saso@cald.com,,Salesforce
10774441,Inactive Investor,William Baxter,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Somers Point NJ 500 New Rd",,,Salesforce
10782905,Inactive Investor,Patrick Duff,Chief Financial Officer,"Moneta Group Investment Advisors, LLC",pduff@monetagroup.com,,Salesforce
11082058,Inactive Investor,Anthony Glomski,Founder;Managing Member;Principal;Regulatory Contact,"AG Asset Advisory, LLC Los Angeles CA 10100 Santa Monica Blvd",aglomski@agassetadvisory.com,,Salesforce
11061321,Inactive Investor,Matthew Shido,,"Allstate Financial Services, LLC Honolulu HI 1110 University Ave",matthewshido@allstate.com,,Salesforce
10993922,Inactive Investor,Hunter Morita,Senior Private Wealth Associate,"RBC Capital Markets, LLC Beverly Hills CA 9465 Wilshire Blvd",,,Salesforce
9582046,,Joseph Sekelsky,,,j.sekelsky@fi.com,,List import
10618408,,Paul Kilborn,,,tom_kilborn@ml.com,,List Import
11181693,Inactive Investor,Katherine Danbury,Senior Client Associate,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",katie.danbury@rbc.com,,Salesforce
9613510,,David Ferguson,,,fergusoncreative@gmail.com,,List import
11076628,Inactive Investor,Davis Whitten,Financial Advisor,Edward Jones Madison AL 814 Palmer Rd,davis.whitten@edwardjones.com,,Salesforce
11175306,Inactive Investor,Sandra Rohe,Paraplanner,"Ameriprise Financial Services, LLC Newton KS 120 W 6th St",sandra.a.rohe@ampf.com,,Salesforce
5979126,,Anthony Johnson,,,popib23212@cnxcoin.com,,Web Form Fillout
10936315,Inactive Investor,Justin Stoll,,State Farm VP Management Corp. Clinton MS 402 Monroe St,justin.stoll.r77s@statefarm.com,,Salesforce
11102595,Inactive Investor,Joshua Christian,,PFS Investments Inc. Rochester MI 1942 Star Batt Dr,joshua.christian@primerica.com,,Salesforce
10779168,Inactive Investor,Debra Biegler,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,debra.l.biegler@jpmorgan.com,,Salesforce
1002682,Inactive Investor,Client Service,,Millenium Trust Company,alternatives@mtrustcompany.com,800 618 6177,
11185253,Inactive Investor,Don Nachman,,Cetera Advisor Networks LLC Manasquan NJ 2317 Rt 34,,,Salesforce
11096756,Inactive Investor,Jon Cindric,,"Avantax Investment Services, Inc. Canton OH 1505 Whipple Ave NW",,,Salesforce
10616211,,Terrence Horan,,,thoran@rwbaird.com,,List Import
11010348,Inactive Investor,Michael Mcnerney,,Cape Securities Inc.,,,Salesforce
9555448,,Don Schwart,,,dschwart@cstonegroup.com,,
371558,,Nteboheng Mapuruma,,[Unknown],tebzainiesta@gmail.com,,Salesforce
10943943,Inactive Investor,Gregory Matthews,,"Triumph Wealth Advisors, Inc. Carrollton TX 2625 N Josey Ln",,,Salesforce
11235155,Inactive Investor,Kirk Sadilek,,"Basepoint Wealth, LLC",,,Salesforce
10777959,Inactive Investor,Jonathan Sharbani,Financial Advisor;Investment Management Consultant;Vice President,Morgan Stanley New York NY 55 E 52nd St,jonathan.sharbani@morganstanley.com,,Salesforce
11256409,,[Unknown],,,chris@cnresults.com,,Web Form Fillout
10809555,Inactive Investor,Pasquale Jurczak,,PFS Investments Inc. West Palm Beach FL 1818 S Australian Ave,patrick.jurczak@primerica.com,,Salesforce
9577079,,Erik Boehm,,,eboehm@stonebridge-am.com,,List import
10756015,Inactive Investor,Lauren Hopper,Financial Advisor,"Ameriprise Financial Services, LLC Lutz FL 110 Myrtle Ridge Rd",lauren.s.hopper@ampf.com,,Salesforce
11213787,,发魁 赵,,,316721597@qq.com,,Web Form Fillout
10917823,Inactive Investor,Britney Mayer,,"Cambridge Investment Research, Inc. Cleveland OH 6120 Parkland Blvd",,,Salesforce
10787806,Inactive Investor,Aidan Whitehouse,Private Banker,"Wells Fargo Clearing Services, LLC Great Falls VA 750 Walker Rd",aidan.whitehouse@wellsfargoadvisors.com,,Salesforce
10940025,Inactive Investor,Brooke Breckenridge,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10987357,Inactive Investor,Eric Schroeder,,"Allstate Financial Services, LLC Loves Park IL 6248 E Riverside Blvd",eschroeder@allstate.com,,Salesforce
11213414,Inactive Investor,Antonio Sostilio,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11070963,Inactive Investor,Brian Goldsack,Financial Advisor,Edward Jones Scranton PA 1000 Meade St,brian.goldsack@edwardjones.com,,Salesforce
11206165,Inactive Investor,Thomas Garland,Financial Advisor,LPL Financial LLC Canyon TX 1611 4th Ave,thomas.garland@lpl.com,,Salesforce
11170364,Inactive Investor,Scott Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11192293,Inactive Investor,Vijay Ahuja,President;Senior Consultant,"R-Tech Advisors, Inc.",vahuja@rtechadvisors.com,,Salesforce
10656702,,Gilbert Fitzgerald,,,gfitzgerald@williamblair.com,,List Import
9573280,,Ajay Sundar,,,asundar@starboardvalue.com,,List import
11196511,Inactive Investor,Christopher Salm,,State Farm VP Management Corp.,chris.salm.gva1@statefarm.com,,Salesforce
9633675,,John Prestidge,,,john.prestidge@pm.me,,List import
10996639,Inactive Investor,Fuad Youssef,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,fuad.youssef@nb.com,,Salesforce
10840848,Inactive Investor,Grant Gibson,Financial Advisor,Edward Jones Eagle ID 600 S Rivershore Ln,grant.gibson@edwardjones.com,,Salesforce
11140293,Inactive Investor,Corinna Bohley,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,,,Salesforce
11085230,Inactive Investor,Peter Maguire,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Chicago IL 233 S Wacker Dr,peter.b.maguire@morganstanley.com,,Salesforce
11081378,Inactive Investor,Martin Mellman,,"Osaic Wealth, Inc. Fort Washington PA 1300 Virginia Dr",,,Salesforce
10883728,Inactive Investor,Georgina Seid,,PFS Investments Inc. Brea CA 1215 W Imperial Hwy,georgina.seid@primerica.com,,Salesforce
9581905,,Ivan San Antonio Martinez,,,ivan.sanantonio@gmail.com,,List import
9556466,,Paul Karlitz,,,pkarlitz@massmutual.com,,List import
154324,,Teck Ming Tan,,[Unknown],sobbez@gmail.com,,Direct
9543096,,Edward Stephens,,,tstephens@fscadvisor.com,,List import
10829013,Inactive Investor,Amanda Kebbe,Private Client Investment Associate,J.P. Morgan Securities LLC Clinton Township MI 43101 Garfield Rd,amanda.c.kebbe@jpmorgan.com,,Salesforce
11094198,Inactive Investor,Alex Tornello,,PFS Investments Inc. Cerritos CA 18327 Gridley Rd,atornello@primerica.com,,Salesforce
9619316,,Gerald Giese,,,ggiese@millenniumfinancial.cc,,List import
10927261,Inactive Investor,Harmoney Muse,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10823381,Inactive Investor,Helen Hein,,"Osaic Wealth, Inc. Port Richey FL 9501 US Hwy19",hhein@royalaa.com,,Salesforce
9572373,,Sutong Zhou,,,sutong.zhou@point72.com,,List import
11228832,Inactive Investor,Vicente Manjarrez Mendoza,,J.P. Morgan Securities LLC Yakima WA 6550 W Nob Hill Blvd,vicente.manjarrez-mendoza@jpmorgan.com,,Salesforce
11200677,Inactive Investor,John Chapman,Chief Executive Officer;Chief Investment Officer;Managing Partner;Regulatory Contact,Clearwater Capital Partners,john.chapman@ccpwealth.com,,Salesforce
10951284,Inactive Investor,Priti Mora,,"First Citizens Investor Services, Inc. Mission Viejo CA 28641 Marguerite Pkwy",priti.mora@firstcitizens.com,,Salesforce
10876405,Inactive Investor,Katri Balfanz,,Commonwealth Financial Network Burnsville MN Private Residence,kbalfanz@commonwealth.com,,Salesforce
10949636,Inactive Investor,Henry Troese,,"American Global Wealth Management, Inc.",henry@americanglobalwealth.com,,Salesforce
144172,,Alan Hicks,,"Wealth Enhancement Advisory Services, Llc",ahicks@wealthenhancement.com,(920) 884-9000,
11072629,Inactive Investor,David Clarke,Managing Director - Investments,"Wells Fargo Advisors Financial Network, LLC Orinda CA 25 Orinda Way",david.clarke@wellsfargoadvisors.com,,Salesforce
11142145,Inactive Investor,Thomas Burton,,Cetera Advisors LLC Naples FL 5633 Strand Blvd,,,Salesforce
10645347,,Christopher Lovero,,,christopher.m.lovero@jpmorgan.com,,List Import
9638321,,Mark Silverstein,,,msilverstein@sompo-intl.com,,List import
11040025,Inactive Investor,Joseph Godchaux,,"Arete Wealth Management, LLC Opelousas LA 4670 I 49 N Service Rd",jgochaux@aretewealth.com,,Salesforce
11022666,Inactive Investor,Matthew Antos,Client Relationship Specialist,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",,,Salesforce
241162,,Luiz Diez,,Northern Trust Asset Management,ld62@ntrs.com,(312) 630-8014,Database Upload
11195966,Inactive Investor,Paul Mariconda,Financial Advisor;Investment Advisor,"VALIC Financial Advisors, Inc. Oklahoma City OK 5929 N May Ave",paul.mariconda@valic.com,,Salesforce
10759566,Inactive Investor,Brian Lowder,Chief Compliance Officer;President,"Brian D. Lowder, Inc.",brian@bdlowder.com,,Salesforce
10863855,Inactive Investor,Cordelia Wang,Regional Vice President,PFS Investments Inc. San Diego CA 541 2nd Ave,cordelia.wang@primerica.com,,Salesforce
11005658,Inactive Investor,Kyle Rimmel,,Morgan Stanley,,,Salesforce
11261101,Inactive Investor,Keaton Krutenat,Wealth Advisor,"Mission Wealth Management, LP",,,Salesforce
9639009,,Deborah Salvo,,,salvod@musc.edu,,List import
337080,,Kimito Iwamoto,Director,"Vibrant Capital Partners, Inc.",kiwamoto@dfgia.com,212-488-1544,Manual List Upload
11160080,Inactive Investor,Patrick McFadden,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Wayne PA 201 King of Prussia Rd,patrick.mcfadden@opco.com,,Salesforce
11094090,Inactive Investor,Kevin Welu,,"Lion Street Financial, LLC Cedar Rapids IA 500 1st St SE",kwelu@lionstreet.com,,Salesforce
9593763,,Alexander Leanos,,,aleanos@shoalscapital.com,,List import
11046249,Inactive Investor,Trevor Plant,Financial Advisor;Financial Planning Specialist,Morgan Stanley Laguna Niguel CA 28202 Cabot Rd,trevor.plant@morganstanley.com,,Salesforce
11114121,Inactive Investor,Bryan Condra,,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,bryan.condra@morganstanley.com,,Salesforce
10894515,Inactive Investor,Thomas Metzler,,LPL Financial LLC Rochester NY 3300 Monroe Ave,thomas.metzler@lpl.com,,Salesforce
11126947,Inactive Investor,Joseph Ahmed,Financial Representative,Park Avenue Securities LLC Buffalo NY 600 Delaware Ave,joseph_ahmed@glic.com,,Salesforce
10977038,Inactive Investor,Eric Lauk,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",eric.lauk@bernstein.com,,Salesforce
11219805,,Michael Neff,,,mneff@rmdavis.com,,Other
349685,,Philip Brown,Portfolio Manager,P. Schoenfeld Asset Management Lp,pbrown@psam.com,212-649-9500,Manual List Upload
222849,,Matt Weed,CPM,"Pinkerton Retirement Specialists, Llc",mweed@pinkertonretirement.com,800-634-2008,Manual List Upload
10807643,Inactive Investor,Denise Lant,Financial Planner,Drawbridge Capital,denise@regentfs.com,,Salesforce
9540874,,Joseph KAPT LLC,,"Kapt, LLC",kaptllc@gmail.com,,List Import
10970943,Inactive Investor,Kevin Dombro,,"Prospera Financial Services, Inc. San Jose CA 1960 The Alameda",kevin.dombro@prosperafinancial.com,,Salesforce
10969500,Inactive Investor,David Carper,,"Wells Fargo Clearing Services, LLC Lawrenceville GA 1062 Old Peachtree Rd NW",,,Salesforce
333257,,Pieter Van De Keer,,Hunter Associates,vandekeer@hunterassociates.com,,Manual List Upload
10948602,Inactive Investor,King Au,,"MML Investors Services, LLC New York NY 2 Mott St",kau@financialguide.com,,Salesforce
11192405,Inactive Investor,Iain Walker,,"Wells Fargo Advisors Financial Network, LLC Boulder CO 6654 Gunpark Dr",iain.walker@wfafinet.com,,Salesforce
9648342,,David McDougall,,,david@lumida.co,,List import
11005381,Inactive Investor,Benjamin Major,,PFS Investments Inc. Upland CA 222 N Mountain Ave,benjamin.major@primerica.com,,Salesforce
10828109,Inactive Investor,Michelle Hatten,,"Raymond James Financial Services, Inc. Clarence NY 9505 Main St",michelle.hatten@raymondjames.com,,Salesforce
11158426,Inactive Investor,Travis Buck,,"Osaic Wealth, Inc. Burnsville MN 11980 Portland Ave",,,Salesforce
10870523,Inactive Investor,Stephen Shavers,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Palm Beach FL 222 Lakeview Ave",stephen.shavers@ml.com,,Salesforce
11161663,Inactive Investor,John Ford,,Park Avenue Securities LLC Greenville SC 233 N Main St,,,Salesforce
10880252,Inactive Investor,Margaret Wiley,,"Steward Partners Investment Solutions, LLC Suffolk VA 2000 Hillpoint Blvd N",,,Salesforce
11017676,Inactive Investor,Matthew Grohocki,Financial Advisor,"Gateway Wealth Partners, LLC Glastonbury CT 455 Winding Brook Dr",mgrohocki@mygfpartner.com,,Salesforce
9542102,,Angel Felipe,,,angelfelipe_ibz@hotmail.com,,List import
11083196,Inactive Investor,Guthrie Cook,,Cetera Investment Services LLC San Diego CA 9275 Sky Park Ct,guthrie.cook@ceterais.com,,Salesforce
10847546,Inactive Investor,Matthew Bishop,Financial Advisor;Managing Director - Investments;Senior Vice President,"Benjamin F. Edwards & Company, Inc. Midland MI 400 Ashman St",matt.bishop@benjaminfedwards.com,,Salesforce
10936081,Inactive Investor,Ricardo Armendariz,,State Farm VP Management Corp. Brownsville TX 800 E Alton Gloor Blvd,,,Salesforce
11062966,Inactive Investor,Katherine Kennedy,,"Osaic Wealth, Inc. Blanco TX Private Residence",kkennedy@royalaa.com,,Salesforce
10620081,,Sandra Vivian,,,svivian@tcwealthpartners.com,,List Import
11134293,Inactive Investor,Jonathan Walker,,"Truist Investment Services, Inc. Cary NC 924 Kildaire Farm Rd",jonathan.walker@truist.com,,Salesforce
11004203,Inactive Investor,Michael Mines,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",mmines@htk.com,,Salesforce
11094718,Inactive Investor,Clarence Pickles,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Mercer Island WA Private Residence,michael.pickles@ubs.com,,Salesforce
11147419,Inactive Investor,Jared Holmes,,Country Capital Management Company,jared.holmes@countryfinancial.com,,Salesforce
9541729,,Albert Santos,,,albert@e-m.world,,List import
11049263,Inactive Investor,William Burk,Managing Director,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 3945 E Paradise Falls Dr",wburk@wfafinet.com,,Salesforce
10811610,Inactive Investor,Rachel Irons,Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,rachel.jobe@ubs.com,,Salesforce
11096719,Inactive Investor,Christopher Boresen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,christopher.boresen@fidelity.com,,Salesforce
11166829,Inactive Investor,Amanda Terry,,"Sanctuary Securities, Inc.",aterry@sanctuarywealth.com,,Salesforce
11223014,,Justin Fry,,,justinf@cainwatters.com,,List Import
11184590,Inactive Investor,Jeffrey White,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Phoenix AZ 2425 E Camelback Rd",jeffrey.white@wellsfargoadvisors.com,,Salesforce
11174145,Inactive Investor,Matthew Fenedick,Financial Advisor;President,"MF Advisers, Inc.",matthew.fenedick@mfadvisers.com,,Salesforce
11149499,Inactive Investor,Harold Beimel,,"Allstate Financial Services, LLC Clearfield PA 308 E Pine St",haroldbeimel@allstate.com,,Salesforce
10849960,Inactive Investor,Brandon Wallis,Financial Advisor,Edward Jones Waipahu HI 94-1042 Ka Uka Blvd,brandon.wallis@edwardjones.com,,Salesforce
10998437,Inactive Investor,Jay Maldonado,Private Client Banker,J.P. Morgan Securities LLC Evergreen CO 1254 Bergen Pkwy,jay.maldonado@jpmorgan.com,,Salesforce
338714,,Kristopher Bonocore,President,Gladstone Wealth Partners?,kristopher.bonocore@gladstonewealth.com,,Database Upload
10897449,Inactive Investor,Ashley Hubacher,Client Service Associate,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",,,Salesforce
66959,,Earl Jefferson,"Chief Compliance Officer, Chief Investment Officer, President",7th Harvest Investments,earl@7harvestinvestments.com,972-231-1525,Manual List Upload
11237161,Inactive Investor,Timothy Nyland,Director - Research,"Pacific Point Advisors, LLC Phoenix AZ Private Residence",tnyland@pacificpoint.net,,Salesforce
10785106,Inactive Investor,Thomas Frothingham,Private Client Advisor,J.P. Morgan Securities LLC Red Bank NJ 430 State Rte 35,thomas.frothingham@jpmorgan.com,,Salesforce
10854304,Inactive Investor,Nathan Smith,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,nathan.smith2@fmr.com,,Salesforce
10903495,Inactive Investor,Edward Joyce,,Cetera Advisor Networks LLC Wexford PA 101 N Meadows Dr,,,Salesforce
11049814,Inactive Investor,Marshal Luning,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9629048,,Adam Chavez,,,adam@adamchavez.net,,List import
10779187,Inactive Investor,Kevin Walker,Portfolio Management Director;Senior Vice President;Wealth Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,kevin.walker1@morganstanley.com,,Salesforce
11122561,Inactive Investor,Cindy Armas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9551219,,Mark Ellis,,,ellismge@icloud.com,,List import
11192091,Inactive Investor,Georgia Summers,,Fidelity Brokerage Services LLC Cary NC 580 New Waverly Pl,,,Salesforce
11115312,Inactive Investor,Jessica Pegueros,Wealth Management Analyst,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,,,Salesforce
9622975,,Cleomax Martins,,,cleomaxmartins@gmail.com,,List import
11204143,Inactive Investor,Leo Klemme,,"Avantax Investment Services, Inc. Lafayette IN 428 N 4th St",,,Salesforce
10989311,Inactive Investor,Robert Dowd,,Bullogic Wealth Management Folsom PA Private Residence,robert@bullogicwealth.com,,Salesforce
11222361,,Melvin Perez,,,mperez@provwealth.com,,List Import
11191996,Inactive Investor,Nicole Dyball,,J.P. Morgan Securities LLC La Mirada CA 15128 Rosecrans Ave,nicole.dyball@jpmorgan.com,,Salesforce
11076538,Inactive Investor,James Noack,,"Madison Avenue Securities, LLC Walnut Creek CA 1340 Treat Blvd",,,Salesforce
10971581,Inactive Investor,Jonathan Eleser,Investment Advisor,FMSA Lafayette LA 412 W University Ave,jeleser@myfmsa.com,,Salesforce
11090751,Inactive Investor,Keith Tran,Vice President - Wealth Management,UBS Financial Services Inc. Irvine CA 20 Pacifica,keith.tran@ubs.com,,Salesforce
10846596,Inactive Investor,Jason Minard,Senior Vice President,"Wells Fargo Clearing Services, LLC",j.minard@wfadvisors.com,,Salesforce
11085710,Inactive Investor,William Ryan,,J.P. Morgan Securities LLC Morristown NJ 225 South St,,,Salesforce
11089174,Inactive Investor,Nicholas Amaral,,Fidelity Brokerage Services LLC,,,Salesforce
11005918,Inactive Investor,Matthew Nelson,,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",matthew.nelson@prudential.com,,Salesforce
11118504,Inactive Investor,Timothy Eicholtz,,PFS Investments Inc. York PA 4185 W Market St,timothy.eicholtz@primerica.com,,Salesforce
11051108,Inactive Investor,Paul Vigue,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Managing Director - Wealth Management;Senior Portfol,Morgan Stanley New York NY 55 E 52nd St,paul.vigue@morganstanley.com,,Salesforce
10882250,Inactive Investor,Lee Kitzenberg,,NYLIFE Securities LLC Minneapolis MN 3600 Minnesota Dr,lkitzenberg@ft.newyorklife.com,,Salesforce
10962968,Inactive Investor,Daniel Barbaree,,"J. Alden Associates, Inc.",dbarbaree@j-alden.com,,Salesforce
11007453,Inactive Investor,Patrick Valenti,Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,patrick.valenti@morganstanley.com,,Salesforce
11028201,Inactive Investor,Topacio Alvarez,,J.P. Morgan Securities LLC Chicago Heights IL 3200 Chicago Rd,topacio.alvarez@jpmorgan.com,,Salesforce
203748,,Jerry Wang,,[Unknown],jerrywang.hawaii@gmail.com,,Content
11093466,Inactive Investor,David Denison,,NYLIFE Securities LLC Walnut Creek CA 150 N Wiget Ln,ddenison@ft.newyorklife.com,,Salesforce
10920770,Inactive Investor,Peter Klay,,Park Avenue Securities LLC Needham Heights MA 160 Gould St,peter_klay@glic.com,,Salesforce
10842259,Inactive Investor,Rob Larson,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Minneapolis MN 7601 France Ave S",rob.larson@ampf.com,,Salesforce
10830365,Inactive Investor,Deborah McCarty,,Thrivent Investment Management Inc. Mount Airy MD Private Residence,deborah.mccarty@thrivent.com,,Salesforce
9593287,,John Pollard,,,jpollard@ejfcap.com,,List import
11188388,Inactive Investor,Wesley Stout,Investment Advisor Representative,"Osaic FA, Inc. Chesapeake VA 649 Cedar Rd",,,Salesforce
213102,,Aldiyar Alikhan,,[Unknown],alikhan.aldiyar@gmail.com,,
10891818,Inactive Investor,Jaelin Stoudt,,Fidelity Brokerage Services LLC,,,Salesforce
11050082,Inactive Investor,Richard Walls,Owner,Walls Investment Management Company,,,Salesforce
10845882,Inactive Investor,Richard Toscano,Chief Compliance Officer;Financial Advisor;Investment Manager;Vice President,Pacific Capital Associates,rtoscano@pcasd.com,,Salesforce
11255206,Inactive Investor,Philip Eickhoff,Investment Advisor Representative,"IAMS Wealth Management, LLC Delafield WI 3215 Golf Rd",p.eickhoff@iamswm.com,,Salesforce
9644466,,Rachel Lee,,,382190271@qq.com,,List import
11091123,Inactive Investor,Walter Malin,,Cetera Financial Specialists LLC Maple Shade NJ 8 N Forklanding Rd,walter.malin@ceterafs.com,,Salesforce
9549962,,Grace Liang,,,gliang@massmutual.com,,List import
9600551,,Paul Savoie,,,psavoie@savoiecapital.com,,List import
11039175,Inactive Investor,April Gerken,,LPL Financial LLC Cincinnati OH 11260 Chester Rd,april.gerken@lpl.com,,Salesforce
9622751,,michael posner,,,707foxpointe@gmail.com,,List import
11120076,Inactive Investor,Craig Hodges,President,First Dallas Securities Incorporated,,,Salesforce
5282636,,srey oun,,,risexof310@rubeshi.com,,Web Form Fillout
10874040,Inactive Investor,Kelly Lux,,State Farm VP Management Corp. Alameda CA 2221 Harbor Bay Pkwy,,,Salesforce
10509772,,anil narayan,,,professorlue@yahoo.com,,Web Form Fillout
73052,,Alan Hartley,"Chief Compliance Officer, Managing Member",Black Cypress Capital,alan@blackcypresscapital.com,904-553-1598,Manual List Upload
10857994,Inactive Investor,Karen Davis,,State Farm VP Management Corp. Salisbury MD 106 W Ruark Dr,,,Salesforce
9555860,,Andrew Montgomery,,,amontgomery@zacks.com,,List import
10840169,Inactive Investor,Olivia Griffith,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Canton OH 3951 Convenience Cir NW",olivia.griffith@stifel.com,,Salesforce
10869239,Inactive Investor,Daniel Abbott,,"Raymond James Financial Services Advisors, Inc",daniel.abbott@raymondjames.com,,Salesforce
196267,,Ryan Beasley,"Chairman, President","Ameritas Investment Company, LLC",ryan.beasley@ameritas.com,402-467-7458,
11125711,Inactive Investor,Devin Coyle,,"Northwestern Mutual Investment Services, LLC San Marcos TX 210 N Edward Gary St",devin.j.coyle@nm.com,,Salesforce
11108801,Inactive Investor,Mark Zielinski,Chief Compliance Officer;Founder;Managing Partner;Owner,Fiduciary Architects LLC,,,Salesforce
8366053,,Joe Miller,,,joe.miller@cryptomag.finance,,Web Form Fillout
11059930,Inactive Investor,Jacob Schreer,,"Charles Schwab & Co., Inc. Jersey City NJ 525 Washington Blvd",jacob.schreer@schwab.com,,Salesforce
11012687,Inactive Investor,Stefano Almeida Castellanos,,"Empower Financial Services, Inc Fort Worth TX Private Residence",stefano.almeida-castellanos@empower.com,,Salesforce
10790437,Inactive Investor,Charles Hofmann,Financial Advisor,"Wells Fargo Clearing Services, LLC Jacksonville FL 1 Independent Dr",charlie.hofmann@wellsfargoadvisors.com,,Salesforce
10857857,Inactive Investor,Ashley Dominey,Partner;Regulatory Contact;Wealth Manager,Avion Wealth,ashley@avionwealth.com,,Salesforce
245575,,Jeff Haines,Enterprise Architect,Thrivent Advisors Network,jhaines@thriventadvisornetwork.com,,Manual List Upload
11167901,Inactive Investor,Peter Poneros,,"The Investment Center, Inc. Lancaster PA 930 Red Rose Ct",pponeros@investmentctr.com,,Salesforce
205885,,Gavin L,,[Unknown],gamlatz@bigpond.com,,
10832243,Inactive Investor,Matthew Wade,Financial Advisor,Edward Jones Nampa ID 142 S Midland Blvd,matt.wade@edwardjones.com,,Salesforce
11047155,Inactive Investor,Steven Mignogna,Retirement Plan Services Advisor,"Legacy Advisors, LLC",smignogna@legacyadvice.com,,Salesforce
10888729,Inactive Investor,Eric Savage,,Cetera Investment Services LLC Pearl River NY 1 Blue Hill Plz,eric.savage@ceterainvestors.com,,Salesforce
9591111,,William Wise,,,usmarine100@msn.com,,List import
346069,,Gregory Randall,"Chief Executive Officer, Managing Member",Beacon Financial Advisory Llc,grandall@beaconplanners.com,216-910-1850,Manual List Upload
11188721,Inactive Investor,Richard Miller,Financial Advisor,LPL Financial LLC Portsmouth NH 118 Maplewood Ave,richard.miller@lpl.com,,Salesforce
11173462,Inactive Investor,Jacob Keeports,,"Northwestern Mutual Investment Services, LLC King of Prussia PA 1000 Continental Dr",,,Salesforce
10810538,Inactive Investor,Angelica Kangas,Investment Advisor Associate;Regulatory Contact;Secretary;Vice President,"Certified Planners, Inc.",akangas@certifiedplannersinc.com,,Salesforce
10820764,Inactive Investor,Warren Schulten,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",warren.schulten@wellsfargoadvisors.com,,Salesforce
8134346,,Kelib Malsol,,,malsolkelib61@gmail.com,,Web Form Fillout
10959058,Inactive Investor,Michael Lutfi,,J.P. Morgan Securities LLC Irvine CA 3 Park Plz,,,Salesforce
10766510,Inactive Investor,Scott Schundler,,Citigroup Global Markets Inc.,scott.schundler@citi.com,,Salesforce
11130611,Inactive Investor,Melissa Eikens,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC South Bend IN 800 E Jefferson Blvd",melissa.k.eikens@ampf.com,,Salesforce
10989852,Inactive Investor,Sunita Kulkarni,,J.P. Morgan Securities LLC Frisco TX 4998 Preston Rd,sunita.kulkarni@chase.com,,Salesforce
11207098,Inactive Investor,Taylor French,,LPL Financial LLC Kalispell MT 1131 S Main St,taylor.french@lpl.com,,Salesforce
9645484,,Bill Liu,,,billiuyx@gmail.com,,List import
11255161,Inactive Investor,Ashton Edwards,Investment Advisor,AWM Financial Services Inc. Spring TX 9595 6 Pines Dr,ashton@alliedwealth.com,,Salesforce
10975168,Inactive Investor,Dennis Plattenberger,,"FBL Marketing Services, LLC Johnston IA 5408 NW 88th St",rplattenberger@fbfs.com,,Salesforce
10871850,Inactive Investor,Michael Harris,,PFS Investments Inc. Edison NJ 2015 State Rte 27,mharris.jay89@primerica.com,,Salesforce
11218723,,David Lundgren,,,david.lundgren@hancockwhitney.com,,Other
11036411,Inactive Investor,Jodi Ristau,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated,jristau@rwbaird.com,,Salesforce
10773350,Inactive Investor,Romualdo Gonzalez,Family Wealth Advisor;Financial Advisor;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,romi.gonzalez@morganstanley.com,,Salesforce
10846575,Inactive Investor,Duane Lawrence,Regional Vice President;Vice President,PFS Investments Inc. Pompano Beach FL 7501 Wiles Rd,duane.lawrence@primerica.com,,Salesforce
9645765,,JASON HAJEK,,,jason.hajek@gmail.com,,List import
10888170,Inactive Investor,James Cave,Financial Advisor,The Wealth Consulting Group Sacramento CA 1455 Response Rd,jcave@wealthcg.com,,Salesforce
9630817,,Stephen Pettey,,,stephsep6@gmail.com,,List import
10760096,Inactive Investor,Frederick Salus,Financial Advisor;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",frederick.b.salus@wellsfargoadvisors.com,,Salesforce
10941248,Inactive Investor,J Richardson,Financial Advisor,"Pruco Securities, LLC. Camp Hill PA 150 Corporate Center Dr",steve.richardson@prudential.com,,Salesforce
374695,Inactive Investor,Rodney Wells,,SEI Investments Company,rwells@seic.com,,
9592266,,Tomer Hacohen,,,tomer.hacohen@gmail.com,,List import
10780314,Inactive Investor,Michael Nelson,Senior Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,mike.nelson@ubs.com,,Salesforce
10824092,Inactive Investor,Dale Mallinckrodt,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
10790168,Inactive Investor,Anthony Ragozino,,"RBC Capital Markets, LLC",anthony.ragozino@rbc.com,,Salesforce
10955578,Inactive Investor,Vaughn Childre,Financial Advisor,Edward Jones Scarsdale NY 109 Montgomery Ave,vaughn.childre@edwardjones.com,,Salesforce
11195946,Inactive Investor,Lee Abramovitz,,"Fortune Financial Services, Inc. Stateline NV 216 Terrace Vw",,,Salesforce
10971903,Inactive Investor,Elaine Cote,,"CUSO Financial Services, L.P. Wilbraham MA 2002 Boston Rd",elaine.cote@cusonet.com,,Salesforce
10993458,Inactive Investor,Dante Rivera,,J.P. Morgan Securities LLC Williamsburg VA 4601 Monticello Ave,dante.rivera@jpmorgan.com,,Salesforce
11098024,Inactive Investor,Christopher Spires,Wealth Advisor,"Perigon Wealth Management, LLC",cspires@perigonwealth.com,,Salesforce
10824156,Inactive Investor,Laurie Beck,Branch Manager;Director,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,lbeck@rwbaird.com,,Salesforce
206615,,Jason Schwartz,,EY,jason.schwartz@ey.com,,Direct
11155904,Inactive Investor,Egberto Gutierrez,,VectorGlobal WMG,,,Salesforce
10857777,Inactive Investor,Guillermo Alberto,Financial Planner;Senior Wealth Advisor,LPL Financial LLC Waltham MA 51 Sawyer Rd,galberto@lpl.com,,Salesforce
10980892,Inactive Investor,Scott Wiley,,"Ameriprise Financial Services, LLC San Francisco CA 3 Embarcadero Ctr",scott.wiley@ampf.com,,Salesforce
11097526,Inactive Investor,David Mattern,Founder;Principal;Regulatory Contact,Mattern Wealth Management LLC,david.mattern@matternwealth.com,,Salesforce
221278,,jeffrey Lindner,,[Unknown],jlindner0202@gmail.com,,
11092135,Inactive Investor,Lisa Yoest,Financial Advisor;Regulatory Contact;Vice President,"Baker & Yoest Investment Advisers, Inc. Northbrook IL 400 Skokie Blvd",lyoest@bakeryoest.com,,Salesforce
10820524,Inactive Investor,Daniel Kelley,,LPL Financial LLC Fairport NY 1387 Fairport Rd,daniel.kelley@lpl.com,,Salesforce
10858723,Inactive Investor,Edward Baldwin,,LPL Financial LLC Richmond VA Private Residence,edward.baldwin@lpl.com,,Salesforce
10915451,Inactive Investor,Robert Baer,Chief Compliance Officer;Partner,Baer Investment Advisory LLC,,,Salesforce
10488425,,Matthew Langhorst,"Managing Director, Private Wealth Advisor",Rockefeller Financial LLC,mlanghorst@rockco.com,,List Import
10486541,,Hannah Ackels,"Chief Compliance Officer, Director",Barrow Hanley Global Investors,hackels@barrowhanley.com,,List Import
10836011,Inactive Investor,Christine Donovan,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",christine_m_donovan@ml.com,,Salesforce
222990,,David Cabins,,[Unknown],dzyanks@aim.com,,
10986159,Inactive Investor,Samuel Huguley,,"Allstate Financial Services, LLC Birmingham AL 2201 Cahaba Valley Dr",,,Salesforce
11254753,Inactive Investor,Yaoling Huang,,Webull Financial LLC,,,Salesforce
11031359,Inactive Investor,Jacob Isaacson,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8300 Norman Center Dr",jacob.a.isaacson@ampf.com,,Salesforce
10801707,Inactive Investor,Casey Melvin,Owner,"Dartmouth Capital Advisors, Inc.",,,Salesforce
11014029,Inactive Investor,Brodhi Williams,,J.P. Morgan Securities LLC Riverside CA 5225 Canyon Crest Dr,brodhi.williams@jpmorgan.com,,Salesforce
10931858,Inactive Investor,William Brancaccio,Investment Advisor,"Independent Advisor Alliance, LLC Harrison NY 440 Mamaroneck Ave",,,Salesforce
9595798,,Melissa Beaumont,,,mbeaumont@wealthenhancement.com,,List import
11013109,Inactive Investor,James McGahn,,"Farmers Financial Solutions, LLC Saint Paul MN 3340 Sherman Ct",jmcgahn@farmersagent.com,,Salesforce
10982768,Inactive Investor,Madison Tilles,,LPL Financial LLC Peachtree City GA 315 Hwy 74 N,madison.tilles@lpl.com,,Salesforce
9572855,,Steven Carlino,,,scarlino@corbincapital.com,,List import
10997932,Inactive Investor,Cynthia Foscue,,"Osaic Wealth, Inc. Camarillo CA 770 Paseo Camarillo",,,Salesforce
11070090,Inactive Investor,Laura Richards,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Riverside CA 3550 Vine St",laura.richards@bofa.com,,Salesforce
10831695,Inactive Investor,Patrick Kirwan,Chief Compliance Officer;Manager;Portfolio Manager;President,Kirwan Capital,pk@kirwancapital.com,,Salesforce
11046309,Inactive Investor,Lebeau Potgieter,,"Avantax Investment Services, Inc. Ashland OR 295 E Main St",lebeau.potgieter@myavantax.com,,Salesforce
9613521,,Rot ryloj,,,gotoho7728@invodua.com,,List import
11012811,Inactive Investor,William Newland,,"Principal Securities, Inc. Houston TX 1900 West Loop S",newland.brad@principal.com,,Salesforce
9579266,,Akram Fawzi,,,m.akramfawzi@ymail.com,,List import
10871827,Inactive Investor,Jesse Taylor,Wealth Advisor,LPL Financial LLC Paducah KY 555 Jefferson St,jesse.taylor@lpl.com,,Salesforce
9571141,,Thomas Parker,,,tsparker@thoroughbredfinancial.com,,List import
10957694,Inactive Investor,Morgan Manierre,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 5626 Tavilla Cir",morgan.manierre@ml.com,,Salesforce
339040,,Todd Osburn,"Senior Vice President, Partner",Greyrock Capital Group,osburn@greyrockcapitalgroup.com,312-849-0008,Manual List Upload
10797765,Inactive Investor,Philip Harriman,,"ValMark Securities, Inc. Falmouth ME 366 US Rte 1",,,Salesforce
10770574,Inactive Investor,Randall Thiel,,Cetera Advisor Networks LLC Minneapolis MN 3505 Northdale Blvd NW,thielr@ceteranetworks.com,,Salesforce
10840232,Inactive Investor,Ian Meintjes,Financial Advisor;Financial Planning Specialist,Morgan Stanley Reno NV 5390 Kietzke Ln,ian.meintjes@morganstanley.com,,Salesforce
10762224,Inactive Investor,Wallace Davis,Financial Advisor;Managing Director;Managing Director - Investments,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,,,Salesforce
10863457,Inactive Investor,Joshua Blain,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,joshua.blain@fidelity.com,,Salesforce
5159204,,Kun Pha,,,kpha9141@gmail.comd,,Web Form Fillout
11123215,Inactive Investor,James Sheek,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Columbus GA 233 12th St",,,Salesforce
10940899,Inactive Investor,Randall Kerns,,Cetera Advisor Networks LLC Bridgeport WV 139 W Main St,,,Salesforce
10805611,Inactive Investor,Gary Buczkowski,Private Wealth Advisor,"Ameriprise Financial Services, LLC Gresham OR 1700 NW Civic Dr",gary.j.buczkowski@ampf.com,,Salesforce
11131183,Inactive Investor,Dane Sexton,Financial Advisor;Vice President,Morgan Stanley Muskegon MI 800 E Ellis Rd,dane.sexton@morganstanley.com,,Salesforce
10830018,Inactive Investor,Fletcher King,Financial Advisor;Vice President,Morgan Stanley Wilmington DE 500 Dupont Field Blvd,fletcher.king@morganstanley.com,,Salesforce
11205251,Inactive Investor,Craig Moruzzi,,"Osaic FA, Inc. Jericho NY 100 Jericho Quadrangle",craig.moruzzi@lfg.com,,Salesforce
10845530,Inactive Investor,Yves Roussel,,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",,,Salesforce
196432,,Edwin Rosero,,[[Unknown]],edwinrosero@gmail.com,,Initial Salesforce Import
10894318,Inactive Investor,David Spiess,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",david.spiess@nm.com,,Salesforce
9582267,,Joann Hanson,,,jhanson@churchinvestment.org,,List import
10964264,Inactive Investor,Mitchell Coleman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11051440,Inactive Investor,Robert Davidson,Executive Director;Financial Advisor,Morgan Stanley Columbia SC 1320 Main St,robert.g.davidson.jr@morganstanley.com,,Salesforce
10899295,Inactive Investor,Walter Hammond,Chief Compliance Officer;Founder;Managing Member;Principal,Cedar Valley Capital LLC,,,Salesforce
9541406,,Shannon Linnan,,,shannon.linnan@gmail.com,,List import
9638900,,Robin King,,,rking@navysealfoundation.org,,List import
11120554,Inactive Investor,Shane Clayton,,PFS Investments Inc. Lakeland FL 1649 Williamsburg Sq,cshane@primerica.com,,Salesforce
9561460,,Teresa Bradley,,,teresa.bradley@thrivent.com,,List import
10930890,Inactive Investor,Amy Francis,,"Empower Financial Services, Inc Kansas City MO 10133 N Lane Dr",amy.francis@gwrs.com,,Salesforce
10958576,Inactive Investor,Felicia Winston,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",felicia.winston@valic.com,,Salesforce
11235369,Inactive Investor,Cameron Akers,,Capital Management Group,,,Salesforce
10787327,Inactive Investor,Donald Morris,,"M Holdings Securities, Inc. Walnut Creek CA 1850 Mt Diablo Blvd",donald.morris@mfin.com,,Salesforce
9612687,,Robert Becker,,,rbecker@kic-kamco.com,,List import
10865227,Inactive Investor,James Johnson,Investment Advisor Representative,LPL Financial LLC Saint Peters MO 1272 Jungermann Rd,jim.johnson@lpl.com,,Salesforce
9645750,,jc xu,,,jincheng@qtum.info,,List import
11211903,Inactive Investor,Ruslan Safin,,"Ameriprise Financial Services, LLC El Segundo CA 2301 Rosecrans Ave",ruslan.safin@ampf.com,,Salesforce
10987278,Inactive Investor,Jesse Melichar,,"Harbour Investments, Inc. Verona WI Private Residence",,,Salesforce
9618675,,Einar Eggertsson,,,einarse3000@hotmail.com,,List import
10768589,Inactive Investor,Suresh Malavia,Financial Professional Emeritus,"Pruco Securities, LLC. Melville NY 445 Broadhollow Rd",suresh.malavia@prudential.com,,Salesforce
234701,, -,,[[Unknown]],john.vanasse@gmail.com,,Direct
10950809,Inactive Investor,Gary Teague,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10848370,Inactive Investor,Megan Gorman,Chief Compliance Officer;Managing Member;Managing Partner,Chequers Financial Management LLC,megan.gorman@chequersfinancial.com,,Salesforce
10831551,Inactive Investor,Willard Cutler,,"Lion Street Financial, LLC Jacksonville FL Private Residence",wcutler@lionstreet.com,,Salesforce
10952899,Inactive Investor,Jiarong Wang,,J.P. Morgan Securities LLC San Francisco CA 1318 Stockton St,jiarong.wang@chase.com,,Salesforce
11185099,Inactive Investor,Kenneth Smith,Financial Advisor,"Wells Fargo Clearing Services, LLC Farmington CT 8 Two Mile Rd",kenneth.smithjr@wellsfargoadvisors.com,,Salesforce
10897399,Inactive Investor,Randy Aufleger,Financial Advisor,"Ameriprise Financial Services, LLC Suwanee GA 3325 Paddock Pkwy",randy.aufleger@ampf.com,,Salesforce
10658633,,Kimberly Kwilosz,,,kimberly.kwilosz@primerica.com,,List Import
350660,,Britney Janssen,Office Manager,"Hm Capital Management, Llc",bjanssen@hmcm.com,314-746-1700,Manual List Upload
11260769,Inactive Investor,Kevin Easterday,,"Northland Securities, Inc. Englewood CO 5251 DTC Pkwy",keasterday@northlandsecurities.com,,Salesforce
10901675,Inactive Investor,Tiana Thompson,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10619182,,Clifford Bryan,,,cliff.bryan@benjaminfedwards.com,,List Import
9610525,,Charu Sharma,,,charumochu@gmail.com,,List import
10780891,Inactive Investor,Bigyan Ghimire,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,miguel.ghimire@fmr.com,,Salesforce
11054242,Inactive Investor,Jared Plushnick,Financial Advisor,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",jared.plushnick@wellsfargoadvisors.com,,Salesforce
10899984,Inactive Investor,John Fetty,,J.P. Morgan Securities LLC Midlothian VA 1361 Huguenot Rd,,,Salesforce
11179894,Inactive Investor,Kathryn Williams,Supervisory Officer,PNC Investments,kathryn.williams@pnc.com,,Salesforce
9584019,,Anthony Charles Aondona,,,aondonaagon50@gmail.com,,List import
11161830,Inactive Investor,Gabriel Ribeiro,,"XP Investments US, LLC Miami FL 701 Brickell Ave",,,Salesforce
11089841,Inactive Investor,Mary Barnard,,"Farmers Financial Solutions, LLC San Jose CA 2190 Stokes St",mbarnard@farmersagent.com,,Salesforce
9626166,,Hirak Debnath,,,hirak.dn@gmail.com,,List import
11211375,Inactive Investor,Susan Barsnica,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",susan.barsnica@tiaa.org,,Salesforce
9614542,,Nikolas Zimmerman,,,nikolaszimmerman00@gmail.com,,List import
9597129,,Muhammad Syarifudin,,,nengputrie09@gmail.com,,List import
11236421,Inactive Investor,John Glasgow,Financial Advisor,Masonboro Advisors,john@masonboroadvisors.com,,Salesforce
28959,,Oussama Himani,Chief Investment Officer,Parkview Ltd.,oussama.himani@parkview.ch, -834481,
11083186,Inactive Investor,Noelle Evans,,Cetera Investment Services LLC Lexington KY 201 E Main St,,,Salesforce
10907968,Inactive Investor,Trey Nicosia,,"Charles Schwab & Co., Inc. New York NY 915 Broadway",,,Salesforce
9613002,,Keith Pinsoneault,,,kpinsoneault@optimuminvestment.com,,List import
10886239,Inactive Investor,Tiffany Wong,,HSBC Securities (USA) Inc. Brooklyn NY 6702 Bay Pkwy,tiffany.x.wong@us.hsbc.com,,Salesforce
10961676,Inactive Investor,Erin Pourcho,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
5278822,,YUT TOM,,,romas30125@xegge.com,,Web Form Fillout
11209300,Inactive Investor,Joy McHargue,,State Farm VP Management Corp. Richardson TX 1415 State St,joy.mchargue.hldp@statefarm.com,,Salesforce
11235005,Inactive Investor,Thomas Martin,Wealth Advisor,"Buckingham Strategic Wealth, LLC Bellevue WA 3015 112th Ave NE",smartin@buckinghamgroup.com,,Salesforce
9567324,,Dely Perez,,,deyeperez@gmail.com,,List import
9565583,,Phillip Lorenzon,,,plorenzon@srsstrategies.com,,List import
9625881,,Tony Schwartz,,,dtonys@gmail.com,,List import
11204078,Inactive Investor,Amanda Falkum,Director;Principal;Senior Financial Advisor,"Kovitz Investment Group Partners, LLC Silverthorne CO 2625 Hunters Knob Rd",afalkum@kovitz.com,,Salesforce
10619573,,Lucyna Gavrylyuk,,,lucyna.gavrylyuk@morganstanley.com,,List Import
10782723,Inactive Investor,Mary Mortensen,Private Client Advisor,J.P. Morgan Securities LLC Edmonds WA 8105 Lake Ballinger Way,mary.h.mortensen@jpmorgan.com,,Salesforce
10860222,Inactive Investor,Thomas Filomena,,Maxim Group LLC,tfilomena@maximgrp.com,,Salesforce
10848904,Inactive Investor,Susan Skolnik,,"Osaic Wealth, Inc. San Diego CA 1205 Pacific Hwy",sskolnik@royalaa.com,,Salesforce
60838,,Andrew Thorne,Preferred Program Specialist,"Fifth Third Securities, Inc.",andrew.thorne@53.com,614-734-4519,
10936850,Inactive Investor,Suzanne Bower,,"Northwestern Mutual Investment Services, LLC Casper WY 441 Landmark Dr",suzanne.bower@nm.com,,Salesforce
10823749,Inactive Investor,Patrick Blair,,"Cambridge Investment Research, Inc. Murfreesboro TN Private Residence",pblair@cambridgesecure.com,,Salesforce
11147347,Inactive Investor,Benjamin Compton,Financial Advisor,LPL Financial LLC La Plata MD 6529 Crain Hwy,benjamin.compton@lpl.com,,Salesforce
11114558,Inactive Investor,Michael Canestrari,,"Geneos Wealth Management, Inc. Radford VA 104 Wadsworth St",,,Salesforce
11099343,Inactive Investor,Keith Elser,Advisor,"Raymond James & Associates, Inc.",keith.elser@raymondjames.com,,Salesforce
11098730,Inactive Investor,Karl Schlierf,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
11020894,Inactive Investor,Nicholas Brennan,,State Farm VP Management Corp. Tempe AZ 400 E Rio Salado Pkwy,nicholasbrennan@statefarm.com,,Salesforce
11164962,Inactive Investor,Darren Raih,,Cetera Investment Services LLC Sioux Center IA 525 N Main Ave,darren.raih@ceterais.com,,Salesforce
11204759,Inactive Investor,Patricia Miller,Certified Private Wealth Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Denver CO 370 17th St,patricia.miller@ubs.com,,Salesforce
11079897,Inactive Investor,Yiting Wu,,J.P. Morgan Securities LLC La Jolla CA 8807 Villa la Jolla Dr,yiting.wu@jpmorgan.com,,Salesforce
11154814,Inactive Investor,Ines Ross,Executive Director,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 350 E Las Olas Blvd",ines.ross@wellsfargoadvisors.com,,Salesforce
10816357,Inactive Investor,Dawn Braund,Paraplanner,"Ameriprise Financial Services, LLC Wells MN 100 S Broadway",dawn.2.braund@ampf.com,,Salesforce
11112997,Inactive Investor,Kerry Lucas,,The Huntington Investment Company Brookville OH 709 Arlington Rd,kerry.lucas@huntington.com,,Salesforce
118068,,Blake Warner,,SPC,bwarner@sigmarep.com,847-656-8130,
10960764,Inactive Investor,Mary Setter,,"Osaic Wealth, Inc. Buffalo NY 3820 Sheridan Dr",,,Salesforce
11223909,,[Unknown],,,chris@chishayswealth.com,,List Import
10797727,Inactive Investor,Edward Flesch,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Decatur IL 445 N Franklin St",flesche@stifel.com,,Salesforce
10935280,Inactive Investor,Whittington Bingham,,PFS Investments Inc. Denver CO 4700 Oakland St,whittington.bingham@primerica.com,,Salesforce
9576299,,Robert Micsak,,,rwmicsak@gmail.com,,List import
10963682,Inactive Investor,Ryan Dodds,Partner,Socrates,ryan@socratesinvest.com,,Salesforce
10892307,Inactive Investor,Robert Knox,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10867779,Inactive Investor,Edward Williams,,"IFP Securities, LLC Grovetown GA Private Residence",edward.williams@ifpartners.com,,Salesforce
11054103,Inactive Investor,John McEachran,,LifeMark Securities Corp. Livonia MI 17199 N Laurel Park Dr,jmceachran@lifemark.com,,Salesforce
10990891,Inactive Investor,Christopher Ragsdale,Chief Compliance Officer;Financial Planner;Founder,Piedmont Financial Consulting,ragsdalec@thepiedmontfcg.com,,Salesforce
11089581,Inactive Investor,Shirley Borden,,"Silver Oak Securities, Incorporated",shirleyborden@silveroaksecurities.com,,Salesforce
9599905,,Mark Levenson,,,mark@valuemonitoring.com,,List import
9563781,,Robert Palmer,,,robert.palmer@suntrust.com,,List import
11103146,Inactive Investor,Jennifer Kenyon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",,,Salesforce
9568817,,William Peets,,,william.peets@gmail.com,,List import
9608372,,Nick Picano,,,nickpicano@gmail.com,,List import
11116822,Inactive Investor,Yi Jia Brookhart,,Fidelity Brokerage Services LLC,,,Salesforce
11035653,Inactive Investor,Darrin Haubert,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Troy OH 51 S Stanfield Rd",dhaubert@wfafinet.com,,Salesforce
10836870,Inactive Investor,Roy Young,,"Osaic Wealth, Inc. Indianapolis IN 3500 Depauw Blvd",,,Salesforce
9591030,,soheil kerachian,,,soheil9265.k@gmail.com,,List import
10776667,Inactive Investor,Robert Bukowski,Chief Compliance Officer;Managing Member;Member;Principal;Senior Consultant,"Alpha Investment Consulting Group, LLC",bukowski@alpha-investment.com,,Salesforce
1005308,Inactive Investor,Venkanna Jupudy,,Venkanna Jupudy,vjupudy@gmail.com,12815368490,
10886170,Inactive Investor,Anthony Grisanti,Financial Advisor,PNC Investments Mayfield Heights OH Private Residence,anthony.grisanti@pnc.com,,Salesforce
10797062,Inactive Investor,Michael Patterson,Head - Research;Portfolio Manager;Shareholder,"Mengis Capital Management, Inc. Portland OR 1 SW Columbia St",,,Salesforce
10787827,Inactive Investor,Helima Croft,,"RBC Capital Markets, LLC",helima.croft@rbc.com,,Salesforce
10805391,Inactive Investor,Roger Huddleston,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",roger.huddleston@nm.com,,Salesforce
11028512,Inactive Investor,Michael Sosa,,Cetera Advisors LLC Jackson NJ 19 N County Line Rd,,,Salesforce
11013273,Inactive Investor,Zachary Azar,,LPL Financial LLC Reading PA 1105 Berkshire Blvd,zachary.azar@lpl.com,,Salesforce
10869990,Inactive Investor,Steven Smith,,"Cadaret, Grant & Co., Inc. New Paltz NY Private Residence",stevenbsmith@ae.cadaretgrant.com,,Salesforce
11182207,Inactive Investor,Harold Beacham,Director;Executive Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,harold.beacham@morganstanley.com,,Salesforce
11238657,Inactive Investor,Michael Foisy,,"Hammond, Kennedy, Whitney & Company, Inc.",michael.foisy@hkwinc.com,,Salesforce
11200090,Inactive Investor,Ernest Williams,Director;Principal;Vice President,Lee Danner & Bass Inc,ernest@leedannerbass.com,,Salesforce
11157764,Inactive Investor,Debra Boeschen,,"Wells Fargo Clearing Services, LLC Venice FL 1699 US Hwy 41 Bypass S",debbie.boeschen@wellsfargoadvisors.com,,Salesforce
9552729,,Md naimur naim,,,naimurrahamannaim85@gmail.com,,List import
10837991,Inactive Investor,Eric Cramer,Chief Investment Officer,"BIP Wealth, LLC",ecramer@bipwealth.com,,Salesforce
347361,,Sunil Sirisena,Finance Officer,Keyhaven Capital Partners Limited,sunil@keyhavencapital.com, -4326363,Manual List Upload
10756069,Inactive Investor,Agnes Brenson,Senior Sales Associate,Morgan Stanley Miami FL 200 S Biscayne Blvd,agnes.brenson@morganstanley.com,,Salesforce
10996133,Inactive Investor,Owen Rush,Investment Advisor,Walsh Advisors Beulah MI 4864 Arbutus Ln,,,Salesforce
120121,,Bruce Strachan,,SNI,strachan100@gmail.com,2165980989,
10832056,Inactive Investor,Joe Chairez,Financial Advisor,"Ameriprise Financial Services, LLC Dallas TX 5960 Berkshire Ln",joe.a.chairez@ampf.com,,Salesforce
11035288,Inactive Investor,Darren Swindler,,PFS Investments Inc. Kansas City MO 701 E 63rd St,dswindler@primerica.com,,Salesforce
10844472,Inactive Investor,Frederick Reichwald,,PFS Investments Inc. Liberty Lake WA 23403 E Mission Ave,frederick.reichwald@primerica.com,,Salesforce
10846611,Inactive Investor,Gerald Horwitz,,E. A. Horwitz LLC,gah@horwitzadvisors.com,,Salesforce
10978300,Inactive Investor,Matthew Guttosch,Analyst;Equity Analyst;Regulatory Contact,Dearborn Partners L.L.C.,mguttosch@dearpart.com,,Salesforce
10796874,Inactive Investor,Daniel Woodend,Financial Advisor,"Ameriprise Financial Services, LLC Germantown TN 9037 Poplar Ave",daniel.j.woodend@ampf.com,,Salesforce
10481046,,David Shaw,,,mrbitcoin@grayscale.com,,Web Form Fillout
9590175,,David Park,,,david.park@sbasset.com,,List import
9644496,,J Jones,,,sankaban@gmail.com,,List import
10824881,Inactive Investor,Steven Digregorio,,"Spire Securities, LLC Newburgh NY 100 Stony Brook Ct",,,Salesforce
10816717,Inactive Investor,Saralyn Lynch,,Morgan Stanley Alpharetta GA 3 Edison Dr,saralyn.lynch@morganstanley.com,,Salesforce
10795775,Inactive Investor,Charlene Dolan,Financial Planner,Commonwealth Financial Network Amesbury MA 108 Main St,cdolan@commonwealth.com,,Salesforce
11048491,Inactive Investor,Meghan Jackson,,State Farm VP Management Corp. Tulsa OK 7060 S Yale Ave,,,Salesforce
10801219,Inactive Investor,Edmon Tomes,,"Level Four Financial, LLC",jtomes@levelfourfinancial.com,,Salesforce
11031200,Inactive Investor,Eileen Kurth,,J.P. Morgan Securities LLC Mercer Island WA 7900 SE 28th St,eileen.kurth@jpmorgan.com,,Salesforce
90505,,Dennis Wilt,,"ChangePath, LLC",dwilt@changepath.com,,
11217092,,Sherrell Aston,,,saston@nb.com,,Other
11064543,Inactive Investor,Gregory Nargizian,,"Raymond James & Associates, Inc. New York NY 1 World Financial Ctr",gregory.nargizian@raymondjames.com,,Salesforce
11134629,Inactive Investor,Sean Coe,,PFS Investments Inc. Valencia CA 28410 Avenue Stanford,seanalancoe@primerica.com,,Salesforce
11099800,Inactive Investor,Gabrielle Corduan,Financial Consultant,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",,,Salesforce
10954026,Inactive Investor,Avery Feagans,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,avery_feagans@vanguard.com,,Salesforce
10871154,Inactive Investor,Andre Baracat,Senior Investment Advisor,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,andre.baracat@us.hsbc.com,,Salesforce
238390,,ujsmy05@gmail.com Smyth,,[Unknown],ujsmy05@gmail.com,,Event
11138275,Inactive Investor,Francis Giroux,,PFS Investments Inc. South Holland IL 900 E 162nd St,francis.giroux@primerica.com,,Salesforce
9561592,,Maria Molinelli,,,mariamolinelli@gmail.com,,List import
10645179,,Bente Rasmussen,,,bente.rasmussen@tfaconnect.com,,List Import
10784308,Inactive Investor,Matthew Webber,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX Private Residence",,,Salesforce
10809358,Inactive Investor,Donial Nikooei,,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11078232,Inactive Investor,John Goodnough,Financial Advisor,"Ameriprise Financial Services, LLC Port Chester NY 800 Westchester Ave",john.goodnough@ampf.com,,Salesforce
5986696,,bom thy,,,sepap37313@prolug.com,,Web Form Fillout
11039497,Inactive Investor,Concetta Valenziano,,Santander Securities LLC Staten Island NY 6975 Amboy Rd,cvalenzi@santander.us,,Salesforce
10879993,Inactive Investor,Bernardo Da Silva,,EFG Capital International,,,Salesforce
10949951,Inactive Investor,Carlos Camarillo,Investment Advisor Representative,"Osaic Wealth, Inc. San Antonio TX 3522 Paesanos Pkwy",,,Salesforce
10969096,Inactive Investor,Barry Blue,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11010042,Inactive Investor,Darwyn Hilsher,,NYLIFE Securities LLC New Orleans LA 639 Loyola Ave,djhilsher@ft.newyorklife.com,,Salesforce
9590730,,Jakub Matu?ka,,,matuska.jakub@gmail.com,,List import
10796596,Inactive Investor,Michael Capobianco,Chief Compliance Officer,MWA Asset Management,michael@mwa-am.com,,Salesforce
11008507,Inactive Investor,Richard St. Onge,Chief Compliance Officer;Wealth Advisor,Winthrop Wealth,richard.stonge@winthropwealth.com,,Salesforce
9641543,,Daniel Dillon,,,dillonassoc@gmail.com,,List import
11136563,Inactive Investor,Monica Paez,,Morgan Stanley Miami FL 200 S Biscayne Blvd,monica.paez@morganstanley.com,,Salesforce
220328,,winston ng,,[Unknown],winston.nyt@gmail.com,,Organic Search
374853,,Luba Lesiva,,Palumni VC,luba@palumni.vc,,List Import
10805919,Inactive Investor,Matthew Wiegele,Financial Advisor,"Navy Federal Investment Services, LLC Oceanside CA 2178 Vista Way",matthew_wiegele@navyfederal.org,,Salesforce
10861351,Inactive Investor,Chadwic Sarsfield,Financial Advisor,"Ameriprise Financial Services, LLC Cedar Rapids IA 4101 Glass Rd NE",chad.sarsfield@ampf.com,,Salesforce
11038493,Inactive Investor,Michael Kehoe,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Rochester NY 300 Linden Oaks,michael.f.kehoe@morganstanley.com,,Salesforce
9644765,,mirza baig,,,mirzafaris09@gmail.com,,List import
332706,,Mohammad shams,,TBD,shams4ever@yahoo.com,7812041061,
10896044,Inactive Investor,Robert Thiel,,Cetera Advisors LLC Chesterfield MO 15455 Conway Rd,,,Salesforce
11231158,Inactive Investor,Metuisela Tuaone,,"Raymond James Financial Services, Inc. Phoenix AZ 148 N 48th St",,,Salesforce
11093006,Inactive Investor,Jonathan Modiano,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,jonathan.modiano@ubs.com,,Salesforce
202889,,Steven Roberts,,[Unknown],steve.roberts001@gmail.com,,Paid Social
10848337,Inactive Investor,Jack Repa,,"Frost Brokerage Services, Inc. Houston TX 1700 Post Oak Blvd",jack.repa@frostbank.com,,Salesforce
10957637,Inactive Investor,Meghan Clark,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Pittsburgh PA 141 S Saint Clair St",meghan.clark@tiaa.org,,Salesforce
11140577,Inactive Investor,Alice Anselmo,,UBS Financial Services Inc. Red Bank NJ 140 Broad St,alice.anselmo@ubs.com,,Salesforce
9614166,,Mathis Baumbach,,,mbaumbach@odlumbrown.com,,List import
11094099,Inactive Investor,Russell White,,"Bankers Life Securities, Inc. Syracuse NY 231 Salina Meadows Pkwy",russell.white@bankerslife.com,,Salesforce
9577173,,Erik Willey,,,erikwilley@hotmail.com,,List import
10762941,Inactive Investor,Paul Sessler,,"Parkland Securities, LLC Cincinnati OH Private Residence",psessler@parklandrep.com,,Salesforce
9605427,,Christopher Gillespie,,,cgillespie@azariascapital.com,,List import
11070114,Inactive Investor,Sandra Appleby,,"Raymond James Financial Services, Inc. Knoxville TN 1111 N Northshore Dr",sandi.appleby@raymondjames.com,,Salesforce
9618437,,Michael Wands,,,michael_wands@putnam.com,,List import
11003875,Inactive Investor,Blake Schmitt,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",blake.schmitt@prudential.com,,Salesforce
10845201,Inactive Investor,David Gossett,,"Avantax Investment Services, Inc. Broomfield CO 11811 Upham St",,,Salesforce
11114004,Inactive Investor,Ali Banki,Senior Vice President,"City National Securities, Inc. Los Angeles CA 2029 Century Park E",ali.banki@cnb.com,,Salesforce
11109091,Inactive Investor,Nicole Brumbley,,Vanguard Marketing Corporation,nicole_brumbley@vanguard.com,,Salesforce
10802953,Inactive Investor,Bradley Davis,Financial Advisor,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",bradley.davis@valic.com,,Salesforce
9542233,,R Ahl,,,consult@tradeoptics.com.au,,List import
9544106,,Terrance Lum,,,terrance.lum@mcadmc.com,,List import
10837560,Inactive Investor,Ronald Schechter,,NYLIFE Securities LLC Birmingham MI 185 Oakland Ave,rschechter@ft.newyorklife.com,,Salesforce
10778195,Inactive Investor,Leslie Ash,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Vero Beach FL 3525 Ocean Dr,leslie.s.ash@morganstanley.com,,Salesforce
11117357,Inactive Investor,Sidney Seligstein,,NYLIFE Securities LLC Germantown TN 6815 Poplar Ave,sseligstein@ft.newyorklife.com,,Salesforce
11193923,Inactive Investor,Ke Zhang,Managing Director;Private Wealth Advisor,Morgan Stanley Pasadena CA 55 S Lake Ave,tony.zhang@morganstanley.com,,Salesforce
11212461,Inactive Investor,Jeffrey Greene,Wealth Manager,J.P. Morgan Securities LLC Portland OR 805 SW Broadway,jeffrey.greene@jpmorgan.com,,Salesforce
10611578,,Peter Coleman,Financial Advisor,,peter.coleman@lpl.com,,List Import
10801724,Inactive Investor,John Oestreich,Financial Advisor,LPL Financial LLC Lincoln NE 8025 Eiger Dr,john.oestreich@lpl.com,,Salesforce
9613814,,Maria Angelica Valle Aguilera,,,valentinavazquez2020@gmail.com,,List import
9597840,,Jay Park,,,jjangbak@hotmail.com,,List import
11162245,Inactive Investor,Sarah Hall,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11138926,Inactive Investor,Debra Denny,Financial Advisor,"Ameriprise Financial Services, LLC Spring TX 8900 Eastloch Dr",debra.k.denny@ampf.com,,Salesforce
341190,,Allison Barbieri,Relationship Director,"Buckingham Strategic Partners, Llc",abarbieri@bamadvisor.com,314-725-0455,Manual List Upload
92915,,David Hicks,Partner & Chief Compliance Officer,"Oakmont Advisory Group, Llc",david@oakmontadvisory.com,505-821-6966,Manual List Upload
342985,,Tristan Thomas,Director Of Portfolio Strategy,"50 South Capital Advisors, Llc",tristan.thomas@50southcapital.ntrs.com,312-630-6000,Manual List Upload
11080923,Inactive Investor,Maiko Matsuba-Lee,Business Manager;Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
9629779,,Christina Yang,,,btcv30@gmail.com,,List import
11108008,Inactive Investor,Daniel Keeney,,"IFG Advisory, LLC Cartersville GA 102 E Main St",,,Salesforce
10833084,Inactive Investor,Jaymes Tynes,Financial Advisor,Edward Jones Waynesboro MS 1600 Azalea Dr,jay.tynes@edwardjones.com,,Salesforce
11017990,Inactive Investor,Ronald Woodard,,PFS Investments Inc. Morrow GA 1115 Mount Zion Rd,c9438@primerica.com,,Salesforce
9587932,,jerry niva,,,jerryniva@outlook.com,,List import
10976813,Inactive Investor,Fun Cheuk,,Cetera Investment Services LLC San Francisco CA 498 Clement St,,,Salesforce
9629665,,Dustin Cathcart,,,dustin.g.cathcart@gmail.com,,List import
9576642,,Philip Thomas,,,pthomas@hmscm.com,,List import
11169628,Inactive Investor,Derek Vander Schaaf,,Fidelity Brokerage Services LLC,,,Salesforce
10797485,Inactive Investor,Ryan Mazzarino,Associate Vice President;Senior Financial Associate,"RBC Capital Markets, LLC Columbia MD 10500 Little Patuxent Pkwy",ryan.mazzarino@rbc.com,,Salesforce
11018528,Inactive Investor,Christopher Trokey,,"Truist Investment Services, Inc. Nashville TN 401 Commerce St",chris.trokey@truist.com,,Salesforce
9644634,,Avisha Thakkar,,,athakkar@schonfeld.com,,List import
11029432,Inactive Investor,Barbara Russo,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,barbara.ingulli@primerica.com,,Salesforce
11170105,Inactive Investor,Sonia Rivas,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,sonia.rivas@primerica.com,,Salesforce
9615267,,Kate Fuentes,,,katefuentes16@gmail.com,,List import
10863060,Inactive Investor,Philip Carr,,"Farmers Financial Solutions, LLC Bloomington IL 1202 E Washington St",,,Salesforce
11139159,Inactive Investor,Pranvera Zenelaj,,J.P. Morgan Securities LLC Pompano Beach FL 1799 W Sample Rd,vera.zenelaj@chase.com,,Salesforce
11150849,Inactive Investor,Daniel Fowler,,"Cambridge Investment Research, Inc. Watkinsville GA 3651 Mars Hill Rd",,,Salesforce
11043927,Inactive Investor,Timothy Havens,,NYLIFE Securities LLC Bland VA 30 Fairground St,tdhavens@ft.newyorklife.com,,Salesforce
10618963,,Kurt Kubon,,,kurt.kubon@morganstanley.com,,List Import
10851585,Inactive Investor,Ryan Pollard,Chief Compliance Officer;Chief Operating Officer;Member,Brightside Partners,rpollard@brightsidepartnersllc.com,,Salesforce
9544417,,Jigme Tshering,,,jigmetshering2020@gmail.com,,List import
9613478,,Michael Trivett,,,michaeltrivett@hotmail.com,,List import
10850032,Inactive Investor,Daniel Hovland,,"Cambridge Investment Research, Inc. Lake Elmo MN 8681 Eagle Point Blvd",,,Salesforce
11146023,Inactive Investor,Yan Fong,,"Sogotrade, Inc. Chesterfield MO 1 McBride and Son Center Dr",yfong@sogotrade.com,,Salesforce
9540781,,Michael MacBain,,Michael MacBain,mike.macbain@ecasset.com,,Organic Search
4589625,,Philip Martini,,,mmartini@cgf.com,,Web Form Fillout
10902010,Inactive Investor,Sam Sharpe,,State Farm VP Management Corp. Savannah GA 9100 White Bluff Rd,,,Salesforce
11075928,Inactive Investor,James Goolsby,,Sowell Management Atlanta GA 3495 Piedmont Rd NE,,,Salesforce
9549090,,Joe Hildebrand,,,jhildebrand@pciawealth.com,,List import
162921,,Bhavinkumar Patel,,[Unknown],doubleomexec1@gmail.com,,
119881,,Vincent Durso,,"MML Investors Services, LLC",vdurso@financialguide.com,484-471-4875,
10915539,Inactive Investor,Michael Branham,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",michael.branham@valic.com,,Salesforce
11212663,Inactive Investor,Daniel Keith,,Edward Jones Saint Peters MO Private Residence,dan.keith@edwardjones.com,,Salesforce
10840009,Inactive Investor,James Maxon,,"Osaic FA, Inc. Eugene OR 1600 Valley River Dr",james.maxon@lfg.com,,Salesforce
10807883,Inactive Investor,Stephanie McCurry,,"Raymond James Financial Services, Inc. Chalfont PA 3425 Limekiln Pike",stephanie.mccurry@raymondjames.com,,Salesforce
11200956,Inactive Investor,Francesca Visconti,Chief Compliance Officer,Access Softek Advisory Services,fvisconti@accesssoftek.com,,Salesforce
10935380,Inactive Investor,David Moe,Founder;Investment Advisor Representative,"Teamwork Financial Advisors, LLC",david.moe@teamworkfinancial.com,,Salesforce
11013955,Inactive Investor,Reagan Jernigan,,"First Citizens Investor Services, Inc.",reagan.jernigan@firstcitizens.com,,Salesforce
11042586,Inactive Investor,Ryan Kirby,,Snowden Account Services LLC Berlin MD 11022 Nicholas Ln,rkirby@snowdenlane.com,,Salesforce
169237,,Adam Brush,,[Unknown],adam10801@gmail.com,,Other
11205243,Inactive Investor,Timothy Donovan,Managing Director,"Osaic FA, Inc. Canonsburg PA 370 Southpointe Blvd",tim.donovan@lfg.com,,Salesforce
227659,, -,,[[Unknown]],marcosevangelista@pm.me,,
10991039,Inactive Investor,Lisa Hatcher,,"Allstate Financial Services, LLC Hollywood FL 6261 SW 41st St",sfl14804@allstate.com,,Salesforce
10815573,Inactive Investor,Jack Snyder,Financial Advisor,Edward Jones Tappahannock VA 238 Prince St,jackson.snyder@edwardjones.com,,Salesforce
11019184,Inactive Investor,Stephanie Bird,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10752412,Inactive Investor,Jennifer Schols,Registered Practice Coordinator,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",jennifer.schols@raymondjames.com,,Salesforce
10930283,Inactive Investor,Melissa Flower,,NYLIFE Securities LLC Wichita KS 12828 E 13th St N,,,Salesforce
10768230,Inactive Investor,Theodore Coleman,Financial Advisor;Vice President - Investments,Morgan Stanley Seattle WA 601 Union St,sam.colemanjr@morganstanley.com,,Salesforce
10962055,Inactive Investor,Ziqian Ouyang,,William Blair Atlanta GA 3060 Peachtree Rd NW,zouyang@williamblair.com,,Salesforce
11147549,Inactive Investor,Erika Odell,Wealth Advisor Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,,,Salesforce
10905642,Inactive Investor,Lisa Key,,PFS Investments Inc. Sacramento CA 7230 S Land Park Dr,lisa.virgen@primerica.com,,Salesforce
11067217,Inactive Investor,Trushar Joshi,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,trushar.joshi@fmr.com,,Salesforce
10904529,Inactive Investor,Karli Kohls,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha WI N19W24400 Riverwood Dr",karli.kohls@ml.com,,Salesforce
50938,,Robert Berkowitz,,"MML Investors Services, LLC",rberkowitz@financialguide.com,516-686-7191,
10510498,,Lee Baker,,Bloomberg,lbaker106@bloomberg.net,,List Import
11141492,Inactive Investor,Michael Sroka,,"GLP Investment Services, LLC",,,Salesforce
47330,,Joel Jensen,Financial Planner,Lincoln Financial Advisors Corporation,joel.jensen@lfg.com,216-595-4969,
10784491,Inactive Investor,Bjarne Rasmussen,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",bjarne.rasmussen@rbc.com,,Salesforce
211424,,Manu Malhotra,Govt. Relations Lead,Accenture Federal Services,manu.malhotra@accenturefederal.com,,Content
374153,,Barin Sky,Analyst,Darin Wilborne,barin359@gmail.com,,Event
233506,, -,,[[Unknown]],tracy.geoghegan@gmail.com,,
11171756,Inactive Investor,Linda Ferber,,"Ameriprise Financial Services, LLC Glendale CA 535 N Brand Blvd",linda.ferber@ampf.com,,Salesforce
11191516,Inactive Investor,Faruk Jaffer,President,"Index Gurus, Inc.",faruk@indexgurus.com,,Salesforce
10847429,Inactive Investor,Michelle Smalenberger,Chief Executive Officer;Co-Founder;Financial Advisor,"Financial Design Studio, Inc.",michelle@financialdesignstudio.com,,Salesforce
11037096,Inactive Investor,Robert Lassegue,Region Executive,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hallandale FL 801 E Hallandale Beach Blvd",,,Salesforce
11179108,Inactive Investor,Carlos Talamante Romo,,J.P. Morgan Securities LLC Arlington VA 850 N Randolph St,carlos.talamante-romo@jpmorgan.com,,Salesforce
10974797,Inactive Investor,Karen Strickler,,Purshe Kaplan Sterling Investments Peoria Heights IL 4500 N Prospect Rd,kstrickler@pksinvest.com,,Salesforce
10988634,Inactive Investor,Vikas Kwatra,,Vanguard Marketing Corporation,vikas_kwatra@vanguard.com,,Salesforce
10509872,,Raymond Mones,Wealth Manager,RAM Wealth Management,alex.mones@lpl.com,,List Import
10904705,Inactive Investor,Jackson Batta,,"Stifel, Nicolaus & Company, Incorporated New York NY 1095 Avenue of the Americas",battaj@stifel.com,,Salesforce
10487963,,Scott Obenshain,Director - Institutional Fixed Income Sales,"RBC Capital Markets, LLC",scott.obenshain@rbc.com,,List Import
11191947,Inactive Investor,Charisse Veresh,Senior Client Service Associate,"Raymond James & Associates, Inc. Bay City MI 122 Uptown Dr",charisse.veresh@raymondjames.com,,Salesforce
9629600,,Max Zinner,,,moonbread@gmail.com,,List import
11015406,Inactive Investor,Marc Stenzler,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",marc.r.stenzler@ml.com,,Salesforce
11041531,Inactive Investor,Brian Hussey,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,brian.hussey@jpmorgan.com,,Salesforce
10777061,Inactive Investor,Douglas McCrea,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
9558588,,James Wallace,,,james.wallace@pnc.com,,List import
10819905,Inactive Investor,Ford Keeler,Branch Manager;Principal,"Western International Securities, Inc. Grand Junction CO 145 Grand Ave",fkeeler@wisdirect.com,,Salesforce
10974603,Inactive Investor,Adam Mark,,SECU Brokerage Services Charlotte NC 8605 University City Blvd,adam.mark@ncsecu.org,,Salesforce
10990445,Inactive Investor,Alexis Hinojosa,,"Farmers Financial Solutions, LLC Corpus Christi TX 3262 S Alameda St",ahinojosa2@farmersagent.com,,Salesforce
206054,,CHAU NGUYEN,,[Unknown],nguyenngoc_baochau@yahoo.com,,Paid Social
11084638,Inactive Investor,Sharla Schipper,,State Farm VP Management Corp. Grant MI 19 E Main St,sharla.a.schipper.b0sk@statefarm.com,,Salesforce
10901314,Inactive Investor,Andrew Bean,,Fidelity Brokerage Services LLC Columbus OH 1324 Polaris Pkwy,,,Salesforce
9643776,,Horacio Muniz Martinez,,,imepro1@hotmail.com,,List import
10795741,Inactive Investor,Derek Greene,Financial Advisor;Senior Vice President - Wealth Management,Robert W. Baird & Co. Incorporated Janesville WI 14 N Parker Dr,dgreene@rwbaird.com,,Salesforce
10876334,Inactive Investor,Aaron Witzel,,Citigroup Global Markets Inc.,,,Salesforce
10766827,Inactive Investor,Dylan Crist,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",dylan.crist@ml.com,,Salesforce
10816618,Inactive Investor,John Seo,Chief Compliance Officer;Chief Executive Officer;Managing Member,Consilium Wealth Management,john@consiliumwm.com,,Salesforce
10754507,Inactive Investor,Larry Harteck,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Barbara CA 206 E Anapamu St",,,Salesforce
11094980,Inactive Investor,Michael Cohen,Chief Financial Officer;Managing Director;Managing Member,Glass Jacobson Wealth Advisors Owings Mills MD 10711 Red Run Blvd,michael.cohen@glassjacobson.com,,Salesforce
10815927,Inactive Investor,Martha Gutrick,,PFS Investments Inc. Fort Washington MD 8507 Oxon Hill Rd,martha.gutrick@primerica.com,,Salesforce
11159866,Inactive Investor,Matthew Segura,Director;Director - Institutional Portfolio Management;Member;Portfolio Manager;Securities Analyst,"SKBA Capital Management, LLC",segura@skba.com,,Salesforce
11029103,Inactive Investor,Carlos Garcia,,PFS Investments Inc. Fort Lauderdale FL 13798 NW 4th St,carlos.garcia@primerica.com,,Salesforce
7829757,,Ales Kaspar,,,kaspara@seznam.cz,,Web form fillout
11084203,Inactive Investor,Shannon Bradsher,,Cetera Advisors LLC Cary NC 5001 Weston Pkwy,,,Salesforce
9642423,,Joseph Shapiro,,,jms123@gmail.com,,List import
10647046,,William Callender,,,bill.callender@lfg.com,,List import
9558853,,Sebastain Holmes,,,sebastainholmes4@gmail.com,,List import
10656470,,Bret Kinnamon,,,bret.kinnamon@ceterafs.com,,List Import
9544740,,david furman,,,davidmfurman@yahoo.com,,List import
10785745,Inactive Investor,Cameron Malcolm,,J.P. Morgan Securities LLC Spokane WA 601 W Main Ave,cameron.malcolm@jpmorgan.com,,Salesforce
11132164,Inactive Investor,Bryan Thomas,Managing Director,J.P. Morgan Securities LLC Los Angeles CA 400 S Hope St,bryan.e.thomas@jpmorgan.com,,Salesforce
9581298,,Gary Slavin,,,gslavin@financialguide.com,,List import
10902289,Inactive Investor,Terry Godwin,Financial Advisor,Edward Jones Cape Girardeau MO 1749 Independence St,terry.godwin@edwardjones.com,,Salesforce
10940692,Inactive Investor,Matthew Hennessy,Chief Investment Officer;President,LampLighter Capital Management Los Angeles CA 826 S Citrus Ave,mhennessy@lamplightercapital.com,,Salesforce
10865345,Inactive Investor,Geoffrey Wolterstorff,,LifeMark Securities Corp. Eau Claire WI 1101 W Clairemont Ave,gwolterstorff@lifemark.com,,Salesforce
11075523,Inactive Investor,Terigene Tiffey,,"Woodmen Financial Services, Inc.",trtiffey@woodmen.org,,Salesforce
11154877,Inactive Investor,Robert Davis,,State Farm VP Management Corp. Leesburg FL 1009 N 14th St,drew.davis.bxiz@statefarm.com,,Salesforce
11097578,Inactive Investor,Walter Ammon,Financial Planner,"Northeast Planning Associates, Inc.",wammon@northeastplanning.com,,Salesforce
10486852,,Aaron Vilfordi,"Financial Advisor, Managing Director","Ameriprise Financial Services, LLC",aaron.vilfordi@ampf.com,,List Import
10850696,Inactive Investor,Edward McCluskey,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,edward.mccluskey@fidelity.com,,Salesforce
10761863,Inactive Investor,Kensie Hunt,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 5775 N Sam Houston Pkwy W",kensie_hunt@ml.com,,Salesforce
10782751,Inactive Investor,Cindy Romney,,D.A. Davidson & Co. Bellevue WA 8 Columbia KY,cindyromney@dadco.com,,Salesforce
11106246,Inactive Investor,Dominique Valdez,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,dominique.valdez@jpmorgan.com,,Salesforce
11050340,Inactive Investor,Cynthia Smith,Corporate Secretary;Secretary;Treasurer,"Regan Investments, Inc.",cynthia@reganinv.com,,Salesforce
10775538,Inactive Investor,Pamela Kiernan,Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Stamford CT 4 Landmark Sq,pamela.kiernan@morganstanley.com,,Salesforce
9466631,,dash wasserstein,,Fine Day Ventures,dash.p.wasserstein@gmail.com,,List Import
11126147,Inactive Investor,Francisco Infante,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11178321,Inactive Investor,Johnny Tubbs,Regional Vice President,PFS Investments Inc. Cleveland OH 1414 S Green Rd,johnny.tubbs@primerica.com,,Salesforce
10883148,Inactive Investor,William Paine,Advisor,GenCap Portfolio Management,,,Salesforce
9393862,,Dayanand Guruprasad Muraharikar,,,dgprasabm@gmail.com,,Web Form Fillout
9606510,,Azrael Leo,,,arch.leo.thomas@gmail.com,,List import
11063385,Inactive Investor,Daniel Foslid,Financial Advisor,"Ameriprise Financial Services, LLC Sandy UT 7440 S Creek Rd",daniel.t.foslid@ampf.com,,Salesforce
10884953,Inactive Investor,Cesar Oberio,,J.P. Morgan Securities LLC Brookline MA 1364 Beacon St,ian.oberio@chase.com,,Salesforce
11033989,Inactive Investor,Karen Hardie,,"W&S Brokerage Services, Inc. Shelby NC 1312 W Dixon Blvd",,,Salesforce
10869470,Inactive Investor,Jeffrey Patterson,Financial Advisor,Edward Jones Hudsonville MI 7559 36th Ave,jeff.patterson@edwardjones.com,,Salesforce
11193431,Inactive Investor,Kimberly Brzozowski,Financial Advisor,Edward Jones Saint Johns MI 1515 Waterford Pkwy,kimberly.brzozowski@edwardjones.com,,Salesforce
10758206,Inactive Investor,Joe Hardee,Financial Advisor;Portfolio Management Director;Vice President,Morgan Stanley New York NY 399 Park Ave,joe.d.hardee@morganstanley.com,,Salesforce
3044948,,Don McCormack,,,donomccormack@gmail.com,8324192284,
11217080,,Randy Chalmers,,,randy.chalmers@lpl.com,,Other
10980395,Inactive Investor,Reagon Anderson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,reagon_anderson@vanguard.com,,Salesforce
11210099,Inactive Investor,Mark Piper,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",mark.piper@nm.com,,Salesforce
10505962,,Andrew Ordemann,Vanguard,Vanguard,andrew_m_ordemann@vanguard.com,704-306-8524,List import
10616489,,Danielle Hennesen,,,danielle.treitman@lpl.com,,List Import
10785007,Inactive Investor,Gregory Marino,Private Client Advisor;Vice President,J.P. Morgan Securities LLC East Brunswick NJ 377 Summerhill Rd,gregory.e.marino@jpmorgan.com,,Salesforce
11054174,Inactive Investor,Dana Buska,,Feltl & Company,dwbuska@feltl.com,,Salesforce
10790141,Inactive Investor,Sidney Manfull,,"Northwestern Mutual Investment Services, LLC Washington IA 106 E Main St",sid.manfull@nm.com,,Salesforce
9564764,,Azaraie Ghazi,,,ag@ableace.com,,List import
11213557,Inactive Investor,Michael Trent,Financial Advisor,Trek Financial Greenville SC 109 Laurens Rd,,,Salesforce
10929261,Inactive Investor,Mark Calabrese,,"Ameriprise Financial Services, LLC East Hartford CT 99 E River Dr",mark.calabrese@ampf.com,,Salesforce
11056941,Inactive Investor,Andre Yoskowitz,,Copper Financial New York NY 2 United Nations Plz,,,Salesforce
10903300,Inactive Investor,Vincent Girolami,,"Farmers Financial Solutions, LLC Vancouver WA 209 NE 120th Ave",,,Salesforce
11116901,Inactive Investor,Craig McGovern,Financial Advisor,Janney Montgomery Scott LLC New Hope PA 6236 Lower York Rd,cmcgovern@janney.com,,Salesforce
11103254,Inactive Investor,Katherine Youngs,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10753761,Inactive Investor,Sarah Rooney,Financial Advisor,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",sarah.s.rooney@ampf.com,,Salesforce
344802,,Robert Whipple,Managing Director,"Cortec Group Management Services, Llc",rwhipple@cortecgroup.com,212-370-5600,Manual List Upload
11062053,Inactive Investor,Kimberly Geiger,Senior Service Advisor,"Raymond James & Associates, Inc.",kimberly.geiger@raymondjames.com,,Salesforce
11126312,Inactive Investor,E. Martin Von Kanel,Investment Advisor Representative,LPL Financial LLC Torrance CA 2780 Skypark Dr,m.vonkanel@lpl.com,,Salesforce
11100505,Inactive Investor,Jacob Heckman,Investment Advisor,Fisher Investments,,,Salesforce
9638764,,Anthony Smulksi,,,anthony.g.smulski@morganstanleygraystone.com,,List import
10758751,Inactive Investor,Melanie Mangos,,Vanguard Marketing Corporation,melanie_mangos@vanguard.com,,Salesforce
10906490,Inactive Investor,Jason Pace,Financial Advisor;Vice President,"Synovus Securities, Inc. Stuart FL 715 Colorado Ave",jasonpace@synovus.com,,Salesforce
11230205,Inactive Investor,Howard Lee,,NYLIFE Securities LLC Saddle Brook NJ 250 Pehle Ave,hlee17@ft.newyorklife.com,,Salesforce
10875023,Inactive Investor,Elizabeth Powe,,Cetera Advisors LLC Bay Village OH 27310 W Oviatt Rd,,,Salesforce
11114262,Inactive Investor,Andrew Sullivan,Private Wealth Advisor;Vice President,Rockefeller Financial LLC Cincinnati OH 3825 Edwards Rd,asullivan@rockco.com,,Salesforce
11002127,Inactive Investor,Kyle Bach,,"Avantax Investment Services, Inc.",,,Salesforce
10776990,Inactive Investor,Glen Votapka,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,glen.votapka@fidelity.com,,Salesforce
240986,,Brendan Cavanaugh,ETF Strategy,Allianz,brendan.cavanaugh@allianzim.com,,Event
10656141,,Vamsi Yadlapati,,,vamsi@focuspartners.com,,List import
10815671,Inactive Investor,Eldon Wingo,Financial Advisor,Edward Jones Amarillo TX 1619 S Kentucky St,eldon.wingo@edwardjones.com,,Salesforce
9607971,,Ariel Szin,,,arielszin@gmail.com,,List import
339886,,Adam Wilson,Member,"Sugarloaf Wealth Management, Llc",awilson@swmllc.com,770-985-5473,Manual List Upload
11069610,Inactive Investor,Matthew Curtis,Financial Advisor,Morgan Stanley Palo Alto CA 1400 Page Mill Rd,matthew.curtis@morganstanley.com,,Salesforce
221721,,Thomas Harmon,,[Unknown],toharmon@hotmail.com,,
11186769,Inactive Investor,Joshua Payne,Vice President,PFS Investments Inc. San Jose CA 3031 Tisch Way,joshua.payne@primerica.com,,Salesforce
6101302,,Alexis Johnson,,,gebaj56007@chnlog.com,,Web Form Fillout
11217915,,Emiliana Blessing,,,emiliana.blessing@jpmorgan.com,,List Import
112354,,Art Dickerson,,None,art@dickerson.net,2813008479,Paid Search
11254027,Inactive Investor,Zachary Howard,,"Stifel, Nicolaus & Company, Incorporated Canfield OH 3685 Stutz Dr",,,Salesforce
10614754,,Helen Truax,"Financial Advisor, First Vice President",,helen.m.truax@morganstanley.com,,List Import
9571838,,Jerry Corless,,,jcorless@massmutual.com,,List import
10953129,Inactive Investor,Matthew Graves,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",matthew.graves@nm.com,,Salesforce
10932704,Inactive Investor,Nathan Ensey,,State Farm VP Management Corp. Toledo OH 4024 N Holland Sylvania Rd,,,Salesforce
11222746,,Scott Flurry,,,scott.flurry@regions.com,,List Import
9626947,,SHAJAL MIAH,,,shajal08@yahoo.com,,List import
10926199,Inactive Investor,John Hodges,,LPL Financial LLC Santa Rosa Beach FL 116 MC Davis Blvd,john.hodges@lpl.com,,Salesforce
11110347,Inactive Investor,Lisa Murphy,Financial Advisor,LPL Financial LLC Tryon NC 493 S Trade St,lisa.murphy@lpl.com,,Salesforce
10444111,,Mohamad Amirul Rizwan Bin Mohamad,,,mrsone40@gmail.com,,Web Form Fillout
10984242,Inactive Investor,Raymond Schieffer,,LPL Financial LLC Carthage TX 1146 W Panola St,raymond.schieffer@lpl.com,,Salesforce
10915849,Inactive Investor,Kathryn Starbuck,Managing Member;Managing Partner,Advent Capital LLC,,,Salesforce
7479127,,MD SHIPON Shake,,,shiponshake92@gmail.com,,Web Form Fillout
10901542,Inactive Investor,Clayton Caggiano,,"Sanford C. Bernstein & Co., LLC",clayton.caggiano@bernstein.com,,Salesforce
10777585,Inactive Investor,Laura Greaser,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 3700 Buffalo Speedway",laura_greaser@ml.com,,Salesforce
10912121,Inactive Investor,Robert Cruse,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,rcruse@rwbaird.com,,Salesforce
10986413,Inactive Investor,Elio Chiarelli,,"Bison Wealth, LLC Gainesville FL 4061 NW 43rd St",echiarelli@bisonwealth.com,,Salesforce
9609549,,Jorge Rodriguez,,,jrod0157@yahoo.com,,List import
11208334,Inactive Investor,John Carey,Chief Compliance Officer;President,"JP Wealth Management, Inc.",john@jpwm.com,,Salesforce
11050623,Inactive Investor,Alexander Sarafianos,,Cetera Investment Services LLC Saint Petersburg FL 510 Central Ave,alexander.sarafianos@ceterafs.com,,Salesforce
10824003,Inactive Investor,Ociel Cecilio,,Morgan Stanley Newport Beach CA 800 Newport Center Dr,,,Salesforce
11021768,Inactive Investor,Richard Stenberg,Financial Advisor,Edward Jones Willard MO 103 W Proctor Rd,rick.stenberg@edwardjones.com,,Salesforce
10775060,Inactive Investor,Kimberly Fielman,Team Administrator,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,kimberly.fielman@ubs.com,,Salesforce
11058724,Inactive Investor,Paul Jones,,"Independent Financial Group, LLC San Dimas CA 451 W Bonita Ave",,,Salesforce
10872486,Inactive Investor,Dragan Matic,Financial Planning Assistant,"Ameriprise Financial Services, LLC Shreveport LA 738 N Ashley Ridge Loop",dragan.matic@ampf.com,,Salesforce
9640666,,felicien de hertogh,,,felicien.dehertogh@gmail.com,,List import
11015954,Inactive Investor,Casey Leanna,Financial Advisor,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",leanna.casey@principal.com,,Salesforce
11079580,Inactive Investor,David Weiner,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated West Harrison NY 4 W Red Oak Ln",,,Salesforce
10614879,,Ann McNulty,"Financial Advisor, Financial Planning Specialist",,ann.mcnulty@morganstanley.com,,List Import
10613376,,Michael Juhn,Financial Advisor,,michael.k.juhn@ml.com,,List Import
10789891,Inactive Investor,Mary Boyle,Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Columbia MD 6230 Old Dobbin Ln,mary.boyle@morganstanley.com,,Salesforce
9592837,,Nick Jackson,,,nicholasncj@yahoo.com,,List import
10809837,Inactive Investor,James Sheridan,Senior Vice President - Wealth Management,UBS Financial Services Inc. Riverside CA 3390 University Ave,james.sheridan@ubs.com,,Salesforce
11100802,Inactive Investor,Ray Au,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",ray.au@ml.com,,Salesforce
10920516,Inactive Investor,William Richard,,Cetera Advisors LLC Narragansett RI 1004 Boston Neck Rd,wrichard@ceteraadvisors.com,,Salesforce
11123266,Inactive Investor,Thomas Shiel,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,tom.shiel@fmr.com,,Salesforce
11025447,Inactive Investor,Mariah Starwood,Client Relationship Specialist,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",,,Salesforce
11190437,Inactive Investor,Kristen Rose,Business Services Manager;Vice President,Morgan Stanley Orland Park IL 15341 S 94th Ave,kristen.rose@morganstanley.com,,Salesforce
9541056,,Norvidas Rimkus,,,norvidas.rimkus@gmail.com,,List import
10779038,Inactive Investor,Pina Carino,First Vice President;Senior Financial Advisor,Morgan Stanley Napa CA 700 Main St,pina.carino@ml.com,,Salesforce
10848694,Inactive Investor,Tim Ward,,The O.N. Equity Sales Company Rushville IL 400 W Logan St,tim_ward@ohionational.com,,Salesforce
10824748,Inactive Investor,David Grodin,,"MML Investors Services, LLC San Leandro CA 14515 Catalina St",dgrodin@financialguide.com,,Salesforce
11156641,Inactive Investor,Jonathan Allen,,"J. Alden Associates, Inc.",,,Salesforce
10814910,Inactive Investor,Laura Kirkover,Senior Vice President,"Wells Fargo Clearing Services, LLC",laura.kirkover@wellsfargoadvisors.com,,Salesforce
10756035,Inactive Investor,Kevin Tichnell,Chief Strategist;Executive Vice President,"Sequoia Financial Group, L.L.C.",ktichnell@sequoia-financial.com,,Salesforce
10933885,Inactive Investor,Jacob Cornell,Financial Advisor,"Centaurus Financial, Inc. Port Charlotte FL 18501 Murdock Cir",,,Salesforce
11031293,Inactive Investor,Cassia Davis,,PFS Investments Inc. Birmingham AL 19 Inverness Center Pkwy,cassiajoydavis@primerica.com,,Salesforce
9573149,,Juliana Weakland,,,juliew@c-p-a.com,,List import
9545165,,Dustin Hall,,,dustinanthonyhall@gmail.com,,List import
11056300,Inactive Investor,Paige Hickman,,LPL Financial LLC Grand Junction CO 249 Grand Ave,paige.hickman@lpl.com,,Salesforce
68654,,Andrew Elkins,Founding Partner,Christ's Capital,aelkins@christ.capital,,Other
10944198,Inactive Investor,David Reichert,Financial Advisor,LPL Financial LLC Salt Lake City UT 300 E 4500 S,david.reichert@lpl.com,,Salesforce
10887015,Inactive Investor,James Tyrrell,Managing Director;Private Wealth Advisor,"U.S. Bancorp Investments, Inc. Saint Louis MO 1 N Brentwood Blvd",james.tyrrell@usbank.com,,Salesforce
9605514,,hamed ahmadi,,,aria_kalbali@yahoo.com,,List import
10936875,Inactive Investor,Heriberto Fermin,,"Transamerica Financial Advisors, Inc Torrance CA 21221 S Western Ave",heriberto.fermin@tfaconnect.com,,Salesforce
11051257,Inactive Investor,Iryna Kirieieva,,Vanguard Marketing Corporation,iryna_kirieieva@vanguard.com,,Salesforce
11011757,Inactive Investor,Luis Miguel Bugarin,,"Farmers Financial Solutions, LLC Clovis CA 3106 Willow Ave",lbugarin@farmersagent.com,,Salesforce
164229,,Luka Jankovic,,[Unknown],lukamjankovic@gmail.com,,Direct
10758160,Inactive Investor,David Mittelbusher,,Goldman Sachs & Co. Boston MA 125 High St,david.mittelbusher@gs.com,,Salesforce
10819398,Inactive Investor,Amy Mastromonaco,Chief Compliance Officer;Director;Director - Operations;Financial Advisor;Operations;Shareholder,"Flying Point Financial, Inc.",amastromonaco@morgillofinancial.com,,Salesforce
10774550,Inactive Investor,Elena Bianchi,Vice President - Investments,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,elena.bianchi@ubs.com,,Salesforce
11022960,Inactive Investor,Brian Pepelnjak,,State Farm VP Management Corp. Marysville WA 1517 10th St,,,Salesforce
10834103,Inactive Investor,Angelo Ciardella,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winter Park FL 400 S Park Ave",angelo_ciardella@ml.com,,Salesforce
351074,,Bob Sheridan,Vice President,"Monomoy Capital Management, L.p.",bsheridan@mcpfunds.com,212-225-9370,Manual List Upload
11207997,Inactive Investor,April Zee,Financial Advisor,"First Citizens Investor Services, Inc. Pasadena CA 75 N Fair Oaks Ave",april.zee@firstcitizens.com,,Salesforce
11112842,Inactive Investor,Douglas Garrow,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Marquette MI 310 W Washington St",,,Salesforce
11061515,Inactive Investor,Victor Ruiz,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,victor.ruiz@jpmorgan.com,,Salesforce
10991633,Inactive Investor,Ryan Baumbach,Wealth Advisor,AssuredPartners Investment Advisors Wilmington DE 501 Silverside Rd,,,Salesforce
230442,, -,,[[Unknown]],drfrzn@gmail.com,,Initial Salesforce Import
10992726,Inactive Investor,Jake Rodriguez,,J.P. Morgan Securities LLC Tucson AZ 6960 E Sunrise Dr,,,Salesforce
10907147,Inactive Investor,Stephen Mrozek,Financial Advisor,Edward Jones Willoughby OH 2778 Som Center Rd,steve.mrozek@edwardjones.com,,Salesforce
10774448,Inactive Investor,Christina Crawford,Vice President,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",christina.crawford@wellsfargoadvisors.com,,Salesforce
1004347,Inactive Investor,Suzanne Abrams,President,Suzanne Abrams,suzanne@lundeenabrams.com,,3rd Party Lead Gen
172758,,Nathan Windsor,,[Unknown],nathan@macroscape.io,,Initial Salesforce Import
208043,,Nancy Harris,,"Nancy Harris, LCSW, LLC",nancyharris369@gmail.com,401-378-4190,Paid Search
10996906,Inactive Investor,Mariam Adams,Financial Advisor;Managing Director,UBS Financial Services Inc. Philadelphia PA 1735 Market St,,,Salesforce
11059895,Inactive Investor,Jyoti Alwani,Private Client Advisor,J.P. Morgan Securities LLC Escondido CA 325 W Felicita Ave,jyoti.alwani@jpmorgan.com,,Salesforce
10944275,Inactive Investor,Santos Ruano,,"Transamerica Financial Advisors, Inc San Jose CA 1035 Minnesota Ave",santos.ruano@tfaconnect.com,,Salesforce
10582861,,Cory Hudson,,,coryhudson55@yahoo.com,,Web Form Fillout
10803631,Inactive Investor,Laura Smith,Investment Advisor;Partner;Regulatory Contact,"Heritage Asset Advisors Ltd., LLP",laura.smith@heritageassetadvisors.com,,Salesforce
11035340,Inactive Investor,Jeffrey McDonald,,Kovack Securities Inc. Clearwater FL 15500 Roosevelt Blvd,,,Salesforce
10810281,Inactive Investor,Patrick Bitter,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
11156901,Inactive Investor,Ryan Oda,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",ryan.oda@equitable.com,,Salesforce
11168078,Inactive Investor,Robert Loftis,Executive Director;Private Wealth Advisor,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,rob.loftis@morganstanleypwm.com,,Salesforce
9548765,,Mark Buntyn,,,markbuntyn@gmail.com,,List import
8237,,Han Hua,,[[Unknown]],hhua.us@gmail.com,,Direct
11143825,Inactive Investor,Philip Spoljarick,,"Raymond James Financial Services, Inc. Brighton MI 142 Brighton Lake Rd",philip.spoljarick@raymondjames.com,,Salesforce
11171641,Inactive Investor,Paul Haaga,Chief Compliance Officer;Managing Partner,HW Capital LLC,,,Salesforce
11083425,Inactive Investor,Rana Maghera,,"Moors & Cabot, Inc.",rmaghera@moorscabot.com,,Salesforce
10619690,,Brien O'Brien,,,bobrien@portcapllc.com,,List Import
11115003,Inactive Investor,Dali Fu,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Houston TX 6200 Savoy Dr",dali.fu@tfaconnect.com,,Salesforce
11188697,Inactive Investor,Charles Trauger,Financial Advisor,LPL Financial LLC York NE 529 N Lincoln Ave,charlie.trauger@lpl.com,,Salesforce
11004351,Inactive Investor,Justin Rivers,,NYLIFE Securities LLC Fort Lauderdale FL 1300 Concord Ter,,,Salesforce
10821961,Inactive Investor,Charles Anderson,,"Ameriprise Financial Services, LLC Bainbridge Island WA 127 Parfitt Way SW",charles.anderson@ampf.com,,Salesforce
10753998,Inactive Investor,Christina Kinsey,,"Centaurus Financial, Inc. Boring OR Private Residence",,,Salesforce
10505787,,Stacy Menard,PM,Ardurra,smenard@ardurra.com,865-251-5082,List import
10842747,Inactive Investor,Benjamin Micham,,"Osaic Wealth, Inc. Raleigh NC 314 W Millbrook Rd",bmicham@royalaa.com,,Salesforce
10986407,Inactive Investor,Brittiany Mcewen,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10851159,Inactive Investor,Benjamin Nichols,Financial Advisor,Park Avenue Securities LLC New York NY 437 Madison Ave,,,Salesforce
9553209,,Ramil Agayev,,,agaev.ramil@bk.ru,,List import
9564019,,Mary Helmlinger,,,mhelmlinger@massmutual.com,,List import
11040733,Inactive Investor,Frank Congemi,,"BEAM Wealth Advisors, Inc. Blue Bell PA Private Residence",fcongemi@beamwealth.com,,Salesforce
10875113,Inactive Investor,Austin Toomey,Financial Advisor;Vice President,"Toomey Investment Management, Inc",austin@toomeyinvest.com,,Salesforce
10956733,Inactive Investor,Chad Austin,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10820097,Inactive Investor,Kristin Black,Chief Financial Officer;Principal,SYM Financial Advisors,kblack@sym.com,,Salesforce
10843471,Inactive Investor,Michael Martinez,Chief Compliance Officer;Founder;Managing Member;President,The Pension Group,mmartinez@thepensiongroup.com,,Salesforce
11185327,Inactive Investor,Jonathan Oliva,Financial Advisor,"Wells Fargo Clearing Services, LLC Portland OR 6646 SE Milwaukie Ave",jon.l.oliva@wellsfargo.com,,Salesforce
11084905,Inactive Investor,Jeffrey Hyman,,"RBC Capital Markets, LLC Westport CT 285 Riverside Ave",,,Salesforce
10986581,Inactive Investor,Michael Cullen,Associate,J.P. Morgan Securities LLC Chicago IL 549 N McClurg Ct,,,Salesforce
11218595,,Jackson Sosnowski,,,jackson.sosnowski@ampf.com,,Other
11104275,Inactive Investor,Benjamin Hamid-Khani,Partner,"Havenshare Financial, LLC",,,Salesforce
10879886,Inactive Investor,Daniel Houchens,Financial Advisor,"Valeo Financial Advisors, LLC",dthouchens@valeofinancial.com,,Salesforce
1003047,Inactive Investor,Manoj Notani,,Haidar Capital Management,mnotani@haidarcapital.com,,3rd Party Lead Gen
10812112,Inactive Investor,Zachary Meissner,,"Osaic Wealth, Inc. Bellevue WA 10900 NE 4th St",,,Salesforce
10962365,Inactive Investor,Daniel Corbett,,PFS Investments Inc. Youngstown OH 5437 Mahoning Ave,,,Salesforce
11112810,Inactive Investor,Randolph Price,,"Steward Partners Investment Solutions, LLC Houston TX 5847 San Felipe St",,,Salesforce
10646867,,Tom Bromm,,,tom.bromm@lpl.com,,List Import
9561763,,Debra Stotler,,,dstotler@cantella.com,,List import
11080460,Inactive Investor,Christian Iorgoveanu,,Goldman Sachs & Co.,,,Salesforce
11116771,Inactive Investor,Phillip Calabrese,,"U.S. Bancorp Investments, Inc. Mount Prospect IL 940 E Rand Rd",phillip.calabrese@usbank.com,,Salesforce
10798819,Inactive Investor,George Appel,Owner,George J. Appel,,,Salesforce
10657954,,Paul Graver,,,paul.graver@sikich.com,,List Import
9561225,,Dominic Garcia,,,dom2krazy@gmail.com,,List import
11086179,Inactive Investor,Amanda Sewell,,"VALIC Financial Advisors, Inc. Jonesboro AR 1322 Stone St",amanda.smith@valic.com,,Salesforce
9643890,,Nancy Ott,,,gluckystripes@gmail.com,,List import
11051985,Inactive Investor,Emmanuel June,,J.P. Morgan Securities LLC Houston TX 4056 Bellaire Blvd,emmanuel.june@jpmorgan.com,,Salesforce
9568552,,haoyu guo,,,s28@msn.com,,List import
10614350,,Christopher Ciani,Financial Advisor,,christopher_ciani@glic.com,,List Import
11238694,Inactive Investor,Ronald Miterko,,craig drill capital,rmiterko@cdccorp.com,,Salesforce
11206527,Inactive Investor,Niloy Singh,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11147085,Inactive Investor,Paul Newland,Registered Principal,LPL Financial LLC Kansas City MO 4444 N Belleview Ave,paul.newland@lpl.com,,Salesforce
11119636,Inactive Investor,Sydney Varnado,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10769743,Inactive Investor,Heather Lefebvre,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",heather.lefebvre@ml.com,,Salesforce
10877873,Inactive Investor,Jose Interiano,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Harwood Heights IL 4223 N Harlem Ave",,,Salesforce
11160307,Inactive Investor,Andrew Glaspey,,NYLIFE Securities LLC Denver CO 215 Union Blvd,aglaspey@eaglestrategies.com,,Salesforce
10776550,Inactive Investor,Charles Dibenedetto,President,DiBenedetto & Associates Ltd Rockford IL 6845 Weaver Rd,chuck@trustdnb.com,,Salesforce
9565554,,Scott Wozney,,,yosh00@aol.com,,List import
11203510,Inactive Investor,Natalie Firestone,,PFS Investments Inc. Niceville FL 111 Bailey Dr,nfirestone@primerica.com,,Salesforce
10892252,Inactive Investor,William Whitten,,"CapFinancial Securities, LLC. Dallas TX 5950 Sherry Ln",travis.whitten@captrustadvisors.com,,Salesforce
10867093,Inactive Investor,Po Chang,Financial Services Professional,"MML Investors Services, LLC Issaquah WA Private Residence",pwchang@financialguide.com,,Salesforce
9627845,,ilya polovitski,,,iliya271287@gmail.com,,List import
10784378,Inactive Investor,Adrienne Shack,,Morgan Stanley Pittsburgh PA 2600 Old Washington Rd,adrienne.gauntner@morganstanley.com,,Salesforce
9603596,,kfg gyik,,,resicox296@fsouda.com,,List import
10973982,Inactive Investor,John Penaflorida,,Cetera Investment Services LLC Houston TX 5433 Westheimer Rd,john.penaflorida@ceterainvestors.com,,Salesforce
10648030,,Kevin McGuire,,,kmcguire@cressetcapital.com,,List Import
11148865,Inactive Investor,Kenneth Cady,,"Lion Street Financial, LLC Naperville IL 600 S Washington St",kcady@lionstreet.com,,Salesforce
9617556,,Brian Crumbaugh,,,bcrumbaugh@wynnchurch.com,,List import
9587605,,Mark Goodwin,,,mgoodwin@northsquareinvest.com,,List import
10858596,Inactive Investor,Andrew Louis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,andrew.louis@fidelity.com,,Salesforce
9620876,,Juan Gonzalez,,,juanmgm60@hotmail.com,,List import
10923486,Inactive Investor,Philip Reed,Financial Advisor,LPL Financial LLC South Portland ME 707 Sable Oaks Dr,philip.reed@lpl.com,,Salesforce
11201192,Inactive Investor,Andrew Hinrichs,Chief Executive Officer,"Engage Wealth Advisors, LLC",drew@engageadvisors.com,,Salesforce
10837607,Inactive Investor,Calvin Willis,,Brighton Securities Corp. Alburquerque NM Private Residence,,,Salesforce
10860337,Inactive Investor,Shawn Hackmann,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Billings MT 993 S 24th St W",shawn.a.hackmann@ampf.com,,Salesforce
11043265,Inactive Investor,Sarah McGrew,,Vanguard Marketing Corporation,,,Salesforce
10916881,Inactive Investor,Tyler Malinger,Financial Advisor,Hilltop Securities Inc. Sherman Oaks CA 15301 Ventura Blvd,tyler.malinger@hilltopsecurities.com,,Salesforce
10779719,Inactive Investor,Timothy Dodge,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,timothy.dodge@fidelity.com,,Salesforce
11058152,Inactive Investor,John Madonna,,Momentum Independent Network Inc.,john.madonna@hilltopsecurities.com,,Salesforce
11014254,Inactive Investor,Cindy Laisure,,"Farmers Financial Solutions, LLC Farmersville TX 1300 W Audie Murphy Pkwy",claisure@farmersagent.com,,Salesforce
9581086,,Jeffrey Dillon,,,jeffdillon@dillon-assoc.com,,List import
339091,,Kenneth Bring,Managing Director And Chief Financial Officer,Berkshire Partners Llc,kbring@berkshirepartners.com,617-227-0050,Manual List Upload
9594271,,efe gur,,,forzasefer@gmail.com,,List import
11213085,Inactive Investor,Wayne Locke,,Cetera Advisor Networks LLC New Milford CT Private Residence,lockew@ceteranetworks.com,,Salesforce
9645233,,Danae Hornung,,,danaeh13@gmail.com,,List import
39673,,Matthew Mamolen,Investment Advisor Representative,"Voya Financial Advisors, Inc.",matt.mamolen@voya.com,480-448-2763,
11118581,Inactive Investor,Brian Silverberg,,"Cadaret, Grant & Co., Inc. Niagara Falls NY 6928 Williams Rd",bsilverberg@cadaretgrant.com,,Salesforce
11205846,Inactive Investor,Jeremiah Householder,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",,,Salesforce
11028145,Inactive Investor,Robert Carney,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10777998,Inactive Investor,Mallory Mangrum,Chief Compliance Officer;Chief Information Officer;Vice President,MG&A Wealth,,,Salesforce
11043450,Inactive Investor,Lori Jones-Stathis,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lori_jones-stathis@vanguard.com,,Salesforce
10889763,Inactive Investor,Duncan Fleming,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,duncan.fleming@fidelity.com,,Salesforce
9635294,,Ray Manza,,,rmanza@affinitywealth.com,,List import
10926195,Inactive Investor,Jonathan Cobb,Financial Advisor,"MML Investors Services, LLC Horsham PA 220 Gibraltar Rd",jcobb@massmutual.com,,Salesforce
11130348,Inactive Investor,Maria Braham,Financial Advisor,Morgan Stanley Chicago IL 233 S Wacker Dr,maria.braham@morganstanley.com,,Salesforce
11004707,Inactive Investor,Salem Badin,,"Robinhood Financial, LLC Denver CO 2373 15th St",salem.badin@robinhood.com,,Salesforce
373372,,K Etzel,,[Unknown],vamenos41@gmail.com,,source
11159678,Inactive Investor,Kevin Gough,Financial Advisor,"Raymond James & Associates, Inc. Dallas TX 5956 Sherry Ln",kevin.gough@raymondjames.com,,Salesforce
10615077,,Lisa Mulcahy,Financial Advisor,,lisa.mulcahy@morganstanley.com,,List Import
10756750,Inactive Investor,Joseph Rosen,Financial Advisor;First Vice President;Vice President - Wealth Management,UBS Financial Services Inc. Princeton NJ 100 Overlook Ctr,joseph.rosen@ubs.com,,Salesforce
10851509,Inactive Investor,Dennis Glynn,Owner,"Dennis Glynn, CPA Cromwell CT 17 Shunpike Rd",dglynn@glynncpas.com,,Salesforce
11117191,Inactive Investor,Donald Bodnar,Assistant Vice President;Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",don_bodnar@ml.com,,Salesforce
10861768,Inactive Investor,Daniel Whysong,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10656709,,Aileen Africa,,,aileen.l.africa@chase.com,,List Import
10781125,Inactive Investor,Steven Mollo,Senior Institutional Consultant,BNY Mellon Securities Corporation Franklin MA Private Residence,steven.mollo@bnymellon.com,,Salesforce
11074608,Inactive Investor,Victoria Holden,,LPL Financial LLC Fenton MI 16390 Silver Pkwy,victoria.holden@lpl.com,,Salesforce
1006298,Inactive Investor,Larry Kim,Vice President of Investments,Andell,lkim@andellinc.com, +1 424 274 4874,
105803,,Randall Ehret,,Raymond James,randy.ehret@raymondjames.com,,
97676,,Steven O'connor,"Member, President","Altus Wealth Management, Llc",steve.oconnor@altuswm.com,859-815-8566,Manual List Upload
373538,,Grace Park,,[Unknown],kimipark@gmail.com,,source
10644675,,Michael Darling,,,michael.darling@gs.com,,List Import
10777861,Inactive Investor,Geremy Vanarkel,Director;Director - Strategy,"Frontier Asset Management, LLC",gvanarkel@frontierasset.com,,Salesforce
11086699,Inactive Investor,John Duguid,Director,Robert W. Baird & Co. Incorporated Charlotte NC 4350 Congress St,jduguid@rwbaird.com,,Salesforce
8480495,,Robert Caine,,BlackRock,nick.caine@blackrock.com,,List Import
10806870,Inactive Investor,Michael Muehl,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC San Diego CA 13520 Evening Creek Dr N",michael.muehl@wellsfargoadvisors.com,,Salesforce
11102456,Inactive Investor,Steven Morlock,Investment Operations Associate,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",steven.morlock@nm.com,,Salesforce
11021818,Inactive Investor,Anthony Perillo,,Janney Montgomery Scott LLC Darien CT 800 Post Rd,aperillo@jmsonline.com,,Salesforce
11171613,Inactive Investor,Cameron Roth,Managing Director;Managing Member,"Ceres Capital Management, Inc",,,Salesforce
6888935,,Kevin T Saechao Gary,,,ginexeg780@youke1.com,,Web Form Fillout
11033483,Inactive Investor,Maria Fiorillo,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,mfiorillo@primerica.com,,Salesforce
11164583,Inactive Investor,Scott Gillespie,,"Farmers Financial Solutions, LLC Glendale CA 100 W Broadway",sgillespie@farmersagent.com,,Salesforce
11026910,Inactive Investor,Shui Pai,,"Transamerica Financial Advisors, Inc Piscataway NJ 200 Centennial Ave",shui.pai@transamerica.com,,Salesforce
10890837,Inactive Investor,Andrew Massaro,,"Ceros Financial Services, Inc. Norwalk CT 50 Washington St",amassaro@cerosfs.com,,Salesforce
11009597,Inactive Investor,Daniel Jensen,,"Empower Financial Services, Inc Katy TX 2610 Village Oak Dr",daniel.jensen@empower.com,,Salesforce
11037701,Inactive Investor,Margaret Maruzo,Senior Wealth Advisor,Principle Wealth,mmaruzo@principlewealthpartners.com,,Salesforce
10966482,Inactive Investor,Emily Fisher,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,efisher.930gs@primerica.com,,Salesforce
9646471,,Charles Stoll,,,cstoll@thewinningpoints.com,,List import
10797868,Inactive Investor,Teresa Payment,Director - Investment Services,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",teresa.payment@nm.com,,Salesforce
228787,, -,,[[Unknown]],lawrdennis56@yahoo.com,,Direct
9549546,,liu hang,,,33949884@qq.com,,List import
11108741,Inactive Investor,Michael Carder,,LPL Financial LLC,michael.carder@lpl.com,,Salesforce
11138350,Inactive Investor,John Bodolay,Senior Vice President - Investments,UBS Financial Services Inc. Barrington IL 303 E Main St,john.bodolay@ubs.com,,Salesforce
10992720,Inactive Investor,David Livingston,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,david_livingston@vanguard.com,,Salesforce
11194770,Inactive Investor,Daniel Cohen,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Managing Member,"Cohen Investment Advisors, LLC",pamela@investwithcohen.com,,Salesforce
9576052,,Holly Carroccio,,,hcarroccio@massmutual.com,,List import
10826511,Inactive Investor,Emily Buehler,Financial Advisor,LPL Financial LLC Chandler AZ 1990 W Chandler Blvd,emily.buehler@lpl.com,,Salesforce
11175777,Inactive Investor,Greekly Gates,,"Raymond James Financial Services, Inc. Memphis TN 5885 Ridgeway Center Pkwy",greekly.gates@raymondjames.com,,Salesforce
10822055,Inactive Investor,Stephanie Doyle,Investment Advisor;Owner,Stephanie E. Doyle Investment Management,,,Salesforce
10755239,Inactive Investor,Sean Righter,Financial Planning Specialist;Lending Specialist;Senior Vice President - Wealth Management;Wealth Advisor,Morgan Stanley Irvine CA 1901 Main St,sean.righter@morganstanley.com,,Salesforce
10894099,Inactive Investor,Joshua Haggerty,Portfolio Analyst,"Raymond James & Associates, Inc. Virginia Beach VA 300 32nd St",josh.haggerty@raymondjames.com,,Salesforce
11200497,Inactive Investor,Hubert Griffin,,Integrated Wealth Concepts LLC Louisville KY 13000 Equity Pl,,,Salesforce
9596283,,Alan Alpers,,,alan.alpers@ampf.com,,List import
11236430,Inactive Investor,Lal Cakmur,Associate Investment Advisor,"Masterworks Advisers, LLC",,,Salesforce
9636140,,John Nguyen,,,jnguyen@clarion-capital.com,,List import
10907980,Inactive Investor,Frank Pecorella,Financial Advisor,LPL Financial LLC Bay Shore NY 1360 Sunrise Hwy,frank.pecorella@lpl.com,,Salesforce
10940769,Inactive Investor,Nicholas Di Egidio,,Citigroup Global Markets Inc.,,,Salesforce
228596,, -,,[[Unknown]],ldavis20@comcast.net,,Paid Search
11089355,Inactive Investor,Juan Freitas,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Greenacres FL 6710 Forest Hill Blvd,juan.freitas@jpmorgan.com,,Salesforce
10902688,Inactive Investor,Diann Slavinski,Financial Advisor,"Ameriprise Financial Services, LLC Plymouth Meeting PA 2070 Butler Pike",diann.j.slavinski@ampf.com,,Salesforce
11107845,Inactive Investor,Owen Parr,,Snowden Account Services LLC Miami FL 1 Alhambra Plz,oparr@snowdenlane.com,,Salesforce
11193961,Inactive Investor,Mark Pomo,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,mark.pomo@ubs.com,,Salesforce
11075786,Inactive Investor,Cynthia Kellor,,Lincoln Investment Verona WI 110 Enterprise Dr,ckellor@lincolninvestment.com,,Salesforce
244837,,Jason Tauber,Managing Director,Neuberger Berman,jason.tauber@nb.com,,Manual List Upload
11035157,Inactive Investor,Preston Schaefer,Financial Consultant,Thrivent Investment Management Inc. Edmond OK 1616 E 19th St,preston.schaefer@thrivent.com,,Salesforce
11208577,Inactive Investor,Lauren Reed,Wealth Planning Manager,"TPG Financial Advisors, LLC",,,Salesforce
10914462,Inactive Investor,Frank Griseta,Financial Advisor,Focus Financial Elk Grove Village IL 1100 Nerge Rd,fgriseta@focusfinancial.com,,Salesforce
11041859,Inactive Investor,Shawn Limerick,Investment Advisor Representative,LPL Financial LLC Chelmsford MA Private Residence,shawn.limerick@lpl.com,,Salesforce
10903189,Inactive Investor,Matthew Wagner,Chief Compliance Officer;Financial Advisor;Partner,Oxinas Partners Wealth Management,mwagner@oxinaspartners.com,,Salesforce
10929123,Inactive Investor,Garrett Massie,,"Farmers Financial Solutions, LLC Lufkin TX 1019 S Chestnut St",gmassie@farmersagent.com,,Salesforce
11018165,Inactive Investor,Matthew Summe,Senior Wealth Strategy Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,matthew.summe@ubs.com,,Salesforce
345647,,Adam Sauerteig,Vice President,"Balance Point Capital Advisors, Llc",asauerteig@balancepointcapital.com,203-652-8250,Manual List Upload
10951462,Inactive Investor,Joshuah Tatro,Financial Advisor,"Osaic Wealth, Inc. Fairport NY 290 Woodcliff Dr",jtatro@osaicwealth.com,,Salesforce
349333,,Stephen Poplaski,Managing Member,"Lighthouse Financial Management, Llc",scp@lighthousefm.com,401-596-3392,Manual List Upload
11079954,Inactive Investor,Carlo Manzella,,J.P. Morgan Securities LLC Macomb MI 21700 21 Mile Rd,carlo.manzella@jpmorgan.com,,Salesforce
11069414,Inactive Investor,James Lohnes,,Cetera Advisor Networks LLC Bradenton FL 9040 Town Center Pkwy,,,Salesforce
10902212,Inactive Investor,Nickolas Gazzara,Financial Advisor,Edward Jones Lolo MT 104 Tyler Way,nick.gazzara@edwardjones.com,,Salesforce
11030050,Inactive Investor,Eric Bowden,,LPL Financial LLC Lake Villa IL 985 E Grand Ave,eric.bowden@lpl.com,,Salesforce
9577674,,Nguyen Tay,,,tayreception1996@gmail.com,,List import
11261220,Inactive Investor,Eric Vartanian,Financial Advisor,OneAscent Financial Services LLC Andover NJ 219 Main St,eric.vartanian@oneascent.com,,Salesforce
11158919,Inactive Investor,Kevin Hughes,Chairman;Chief Compliance Officer;Chief Executive Officer;Managing Member,American Wealth Administration Group LLC,khughes@americanwealthllc.com,,Salesforce
11168823,Inactive Investor,Crystal Hollis,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",crystal.hollis@tiaa.org,,Salesforce
9594088,,Lee Batten,,,lbatten@gylfinsyn.com,,List import
10843457,Inactive Investor,Jeffery Blake,,Cetera Advisors LLC Manassas VA Private Residence,jeffery.blake@ceteraadvisors.com,,Salesforce
336857,,Susan Williams,Secretary,"Sgl Investment Advisors, Inc.",swilliams@sglong.com,406-721-0999,Manual List Upload
10870387,Inactive Investor,Shawn Bulliner,Financial Advisor,Edward Jones Florence SC 711 Saluda Dr,shawn.bulliner@edwardjones.com,,Salesforce
11156331,Inactive Investor,Brian Downey,,GuideStone Financial Services,brian.downey@guidestone.org,,Salesforce
11065644,Inactive Investor,Alexis George,Account Vice President;Financial Advisor,UBS Financial Services Inc. Washington DC 1501 K St NW,alexis.george@ubs.com,,Salesforce
145984,,Bram Janssen,,[Unknown],bram.janssen55@gmail.com,,medium
11128945,Inactive Investor,Micah Bykerk,,"Raymond James Financial Services, Inc. Grandville MI 4056 56th St SW",micah.bykerk@raymondjames.com,,Salesforce
70275,,Kimberly Clarke,Chief Compliance Officer,"Stoneridge Pmg Advisors, Llc",kimberly.clarke@pmga.com,484-254-5400,Manual List Upload
10962030,Inactive Investor,Luke Scroggins,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,,,Salesforce
10974380,Inactive Investor,Weston Haaf,Chief Compliance Officer;Member,Vantage Wealth Management LLC,weston@vantagewm.com,,Salesforce
10873316,Inactive Investor,Michele Miller,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9597092,,Jonathan Gans,,,jgans@ironwoodpartners.com,,List import
10766484,Inactive Investor,Gary Swartz,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilkes Barre PA 672 S River St",gary.swartz@wellsfargoadvisors.com,,Salesforce
3028108,,Mark Zellers,,,markzellers@gmail.com,480-788-3835,
11012960,Inactive Investor,Ammie Mareez De Los Reyes,,NYLIFE Securities LLC Latham NY 26 Century Hill Dr,adelosreyes@ft.newyorklife.com,,Salesforce
229530,, -,,[[Unknown]],2304813375@qq.com,,Paid Social
10804222,Inactive Investor,Alexander Martinelli,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,alexander.martinelli@ubs.com,,Salesforce
10845640,Inactive Investor,Sean Grimes,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",,,Salesforce
10885999,Inactive Investor,Brendan O'Brien,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10846093,Inactive Investor,Anthony Viera,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Financial Plz",anthony.viera@ml.com,,Salesforce
11057292,Inactive Investor,James Boudreaux,Regional Vice President,PFS Investments Inc. Houma LA 1244 Barrow St,james.boudreaux@primerica.com,,Salesforce
11163535,Inactive Investor,Silas Boadu,,Vanguard Marketing Corporation,silas_boadu@vanguard.com,,Salesforce
10807156,Inactive Investor,Travis Richards,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8300 Norman Center Dr",travis.richards@ampf.com,,Salesforce
9567309,,Jonathan Kirsh,,,jonathankirsh@gmail.com,,List import
11170793,Inactive Investor,Kerry-Ann Edwards,,Citigroup Global Markets Inc.,kerryann.edwards@citi.com,,Salesforce
11080553,Inactive Investor,Randy Tran,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
237287,, -,,[[Unknown]],nicolaustavern@yahoo.com,,
10931189,Inactive Investor,Brendan Wright,,NYLIFE Securities LLC Bridgewater MA 2 Lakeshore Ctr,bwright2@ft.newyorklife.com,,Salesforce
10942554,Inactive Investor,Jeremy Sakulenzki,,"St. Bernard Financial Services, Inc. San Antonio TX 9901 IH 10 W",jeremy.sakulenzki@stbernardfinancial.com,,Salesforce
11006963,Inactive Investor,Marcus Harvey,,"Allstate Financial Services, LLC Old Hickory TN 14817 Lebanon Rd",marcusharvey@allstate.com,,Salesforce
11135427,Inactive Investor,Stephen Callahan,,Goldman Sachs & Co. Washington DC 101 Constitution Ave NW,stephen.callahan@gs.com,,Salesforce
11154973,Inactive Investor,Todd Frick,,Vanguard Marketing Corporation,todd_frick@vanguard.com,,Salesforce
335280,,Thomas Stecich,Member,"Athena Advisor Services, Llc",thomas.stecich@athenaprivatewealth.com,847-299-8877,Manual List Upload
10962296,Inactive Investor,Keisha Reid,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",keisha.reid@tiaa.org,,Salesforce
10867906,Inactive Investor,Heidi Harmon,Financial Consultant,"Charles Schwab & Co., Inc. Bloomington IN 1155 S College Mall Rd",heidi.harmon@schwab.com,,Salesforce
11181848,Inactive Investor,Michael Dye,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Seal Beach CA 3020 Old Ranch Pkwy",michael.dye@wellsfargoadvisors.com,,Salesforce
10757872,Inactive Investor,Lisa Bombardier,,Commonwealth Financial Network,lbombardier@commonwealth.com,,Salesforce
128875,,Kathleen Nemetz,,"Stratos Wealth Partners, Ltd",knemetz@stratoswealthpartners.com,(415) 472-1445,
337290,,Greg Trinks,"Head of Inv Management Research, Americas",UBS,gregory.trinks@ubs.com,,Event
11138206,Inactive Investor,Rhonda Mills,Financial Advisor,LPL Financial LLC Santee CA 286 Town Center Pkwy,rhonda.mills@lpl.com,,Salesforce
349683,,Benjamin Mao,Partner,Kohlberg & Company,bmao@kohlberg.com,914-241-7430,Manual List Upload
182681,,Christian Armas,,[Unknown],armasc80@gmail.com,,
11014465,Inactive Investor,Yana Mkrtchyan,,J.P. Morgan Securities LLC Beaverton OR 3475 SW Cedar Hills Blvd,yana.mkrtchyan@jpmorgan.com,,Salesforce
11172648,Inactive Investor,Brad Waitrovich,Senior Preferred Banker,J.P. Morgan Securities LLC San Francisco CA 1 Front St,brad.waitrovich@jpmorgan.com,,Salesforce
10858014,Inactive Investor,Jamey Hendricks,,"Raymond James Financial Services, Inc. Astoria OR 1 12th St",jamey.hendricks@raymondjames.com,,Salesforce
10970684,Inactive Investor,Araceli Hernandez,,"First Command Brokerage Services, Inc. Universal City TX 2101 Pat Booker Rd",abhernandez@firstcommand.com,,Salesforce
10781775,Inactive Investor,Louis Ehrlich,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",louis.ehrlich@truist.com,,Salesforce
10967608,Inactive Investor,Brian Abare,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10920668,Inactive Investor,John Taylor,Wealth Advisor,Icon Wealth Partners,,,Salesforce
10788042,Inactive Investor,Thomas Fink,Financial Services Representative,"Principal Securities, Inc. Lake Oswego OR 5665 Meadows Rd",,,Salesforce
10895283,Inactive Investor,Roger Chang,Chief Compliance Officer;Financial Advisor;President,"RHB Capital, Inc.",roger.h.chang@rhbcapital.com,,Salesforce
9553472,,Guillermo Aranda,,,billyaranda@mac.com,,List import
10880474,Inactive Investor,John Neuenswander,Financial Advisor,Edward Jones Ballwin MO 958 Kehrs Mill Rd,john.neuenswander@edwardjones.com,,Salesforce
9561713,,Fernando Cuadra,,,fernando_cuadra2002@yahoo.com,,List import
246092,,Not Provided,Associate,B&H photo,herzog920east@gmail.com,,Manual List Upload
10756604,Inactive Investor,Frances Fattori,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",frances.fattori@ml.com,,Salesforce
9591846,,RISHI GOSALIA,,,rgosalia@gmail.com,,List import
11196869,Inactive Investor,Scott Earwood,Financial Advisor,Edward Jones Stratham NH 72 Portsmouth Ave,scott.earwood@edwardjones.com,,Salesforce
11116655,Inactive Investor,Justin Granit,Financial Advisor,"Raymond James & Associates, Inc. Clearwater FL 2536 Countryside Blvd",justin.granit@raymondjames.com,,Salesforce
11218062,,Jenna Mielke,,,jenna.mielke@raymondjames.com,,List Import
11008116,Inactive Investor,Kang Chen,,"Transamerica Financial Advisors, Inc Short Hills NJ 830 Morris Tpke",kang.chen@tfaconnect.com,,Salesforce
64494,,Jeremy Hutzel,"President, Chief Compliance Officer, managing Member","Seven Springs Wealth Group, Llc",jeremy.hutzel@sailerfinancial.com,615-370-1253,Manual List Upload
11085273,Inactive Investor,Xitao Xie,,"Transamerica Financial Advisors, Inc Plano TX 3242 Preston Rd",xitao.xie@tfaconnect.com,,Salesforce
11113657,Inactive Investor,Jason Sobol,,Evercore Group L.L.C.,sobol@evercore.com,,Salesforce
9622356,,Pierre Gaudet,,,pierre@transblockdigital.ca,,List import
10838980,Inactive Investor,Thomas Sant,,"Allstate Financial Services, LLC Lindenhurst NY 7 W Hoffman Ave",thomassant@allstate.com,,Salesforce
9644602,,Theodore Murphy,,,theodore.murphy@cibc.com,,List import
11119902,Inactive Investor,Mikhail Alkhazov,Portfolio Manager;Portfolio Manager Analyst;Vice President,Dana Investment Advisors Inc,mikhail@danainvestment.com,,Salesforce
10769399,Inactive Investor,Stacy Baldree,,Fidelity Brokerage Services LLC Charlotte NC 4611 Sharon Rd,stacy.baldree@fidelity.com,,Salesforce
11022203,Inactive Investor,Katie Rozen,Financial Advisor,"Wells Fargo Clearing Services, LLC Grand Rapids MI 2025 E Beltline Ave SE",katie.rozen@wellsfargoadvisors.com,,Salesforce
10801055,Inactive Investor,William Robbins,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",wrobbins@mesirowfinancial.com,,Salesforce
10855856,Inactive Investor,Ronald Gribschaw,,"Cambridge Investment Research, Inc. Pittsburgh PA 4 W Manilla Ave",ron.gribschaw@cambridgesecure.com,,Salesforce
10893352,Inactive Investor,Erin McCain,,"Kestra Investment Services, LLC Ridgeland MS 220 Trace Colony Park Dr",emccain@kestrafinancial.com,,Salesforce
10832373,Inactive Investor,Tamar Mogilski,,LPL Financial LLC Naples FL 5811 Pelican Bay Blvd,tamar.mogilski@lpl.com,,Salesforce
11150793,Inactive Investor,Jacob Bales,,"Centaurus Financial, Inc. Newport News VA 729 Thimble Shoals Blvd",jacob.bales@cfiemail.com,,Salesforce
10881359,Inactive Investor,Scott Thomas,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Madison WI 525 Junction Rd",scott.thomas@tiaa.org,,Salesforce
10984482,Inactive Investor,Justina Crumby,,The Huntington Investment Company Hermitage PA 3250 Shenango Valley Fwy,justina.crumby@huntington.com,,Salesforce
10891400,Inactive Investor,Zachary Decou,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Minneapolis MN 4100 W 50th St",zach.decou@usbank.com,,Salesforce
10754972,Inactive Investor,Stephanie Moreno,Investment Associate,"RBC Capital Markets, LLC Kirkland WA 3760 Carillon Pt",stephanie.moreno@rbc.com,,Salesforce
11167695,Inactive Investor,Jonathan Eklin,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,jon.eklin@ubs.com,,Salesforce
11135910,Inactive Investor,Anthony Macro,,PFS Investments Inc. Warwick RI 2000 Warwick Ave,anthony.macro@primerica.com,,Salesforce
11081590,Inactive Investor,Theodore Stricker,,Cetera Financial Specialists LLC Lakewood NJ 1515 Pine St,,,Salesforce
10758934,Inactive Investor,Adam Davis,,Goldman Sachs & Co.,adam.davis@gs.com,,Salesforce
10949448,Inactive Investor,Jennifer Rico,Client Concierge;Paraplanner,"Ameriprise Financial Services, LLC Clearwater FL 2500 NE Coachman Rd",jennifer.rico@ampf.com,,Salesforce
10761268,Inactive Investor,Robert Duddie,Chief Risk Officer,Morgan Stanley New York NY 55 E 52nd St,robert.duddie@morganstanley.com,,Salesforce
11175468,Inactive Investor,Albert Brocious,Financial Advisor,"Ameriprise Financial Services, LLC Voorhees NJ 1105 Laurel Oak Rd",albert.p.brocious@ampf.com,,Salesforce
9600020,,Jacinda Torre,,,jacinda.torre@thinkingbeyond.com,,List import
10891175,Inactive Investor,Gerardo Vasquez Garcia,,"Wells Fargo Clearing Services, LLC Atlantic Highlands NJ 111 1st Ave",gerardo.f.vasquez@wellsfargo.com,,Salesforce
10982979,Inactive Investor,John Bly,Managing Partner;Tax Partner,"Aprio Wealth Management, LLC Matthews NC 212 W Matthews St",john.bly@aprio.com,,Salesforce
10929277,Inactive Investor,Nicholas Burns,Financial Advisor,"Osaic Wealth, Inc. Greenville OH 5116 Childrens Home Bradford Rd",,,Salesforce
100270,,Marvin Barge,Chief Compliance Officer,"Chi-rho Financial, Llc",marvin@chirhollc.com,678-731-0032,Manual List Upload
5890813,,Carlos Arziro,,,liquidlunch101@yahoo.com,,Web Form Fillout
9466548,,John FitzGerald,,Fitzgerald Family Trust,jg_fitzgerald@yahoo.com,,Organic Search
11115685,Inactive Investor,Marcoz Lopez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11054654,Inactive Investor,Raymond Abbatepaolo,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley New York NY 55 E 52nd St,raymond.abbatepaolo@morganstanley.com,,Salesforce
10999086,Inactive Investor,Travis Penfield,Chief Executive Officer;Founder,49 Financial,,,Salesforce
29544,,Trinh Tran,,"Transamerica Financial Advisors, Inc",trinh.tran@transamerica.com,408-410-1878,
10797237,Inactive Investor,James Harrington,Financial Advisor;Managing Director;Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Virginia Beach VA 222 Central Park Ave",james.harrington@ampf.com,,Salesforce
242170,,Cory Fleetwood,,[Unknown],fleetwoodcory197@gmail.com,,source
10789476,Inactive Investor,Laura Crowell,Financial Advisor,Edward Jones Magnolia AR 833 N Washington,laura.crowell@edwardjones.com,,Salesforce
10956082,Inactive Investor,Jennilene Guico,,"Wells Fargo Clearing Services, LLC Enterprise AL 619 Boll Weevil Cir",,,Salesforce
11009147,Inactive Investor,Nicole Morgan,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",nicki.morgan@nm.com,,Salesforce
11004661,Inactive Investor,Taisha Roche,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",taisha.roche@equitable.com,,Salesforce
10998795,Inactive Investor,Theodore Rammelkamp,,"Empower Financial Services, Inc North Wales PA Private Residence",theodore.rammelkamp@empower.com,,Salesforce
10914414,Inactive Investor,Joseph Bernheimer,Branch Manager,"Osaic Wealth, Inc. Metuchen NJ 61 Pearl St",jbernheimer@osaicwealth.com,,Salesforce
10823377,Inactive Investor,Laura Robert,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",laura_robert@ml.com,,Salesforce
10374360,,Maverick Lin,,,mave.lin@gmail.com,,Web Form Fillout
11056405,Inactive Investor,Roswell Holmes,,Park Avenue Securities LLC,roswell_holmes@glic.com,,Salesforce
9602780,,Delos Adams,,,delosadams@gmail.com,,List import
248259,,Jing Wan,BD Manager,XT.com,nylife360@gmail.com,,Manual List Upload
11001795,Inactive Investor,Brandon Hedges,,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",brandon.l.hedges@nm.com,,Salesforce
11184476,Inactive Investor,Michael Shively,Financial Advisor,"Wellington Wealth Strategies, LLC",,,Salesforce
11105156,Inactive Investor,Jerry Tyler,Branch Manager,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",jerry.tyler@raymondjames.com,,Salesforce
11088735,Inactive Investor,Linda Knott,Financial Advisor,LPL Financial LLC Laconia NH 174 Court St,linda.knott@lpl.com,,Salesforce
11175050,Inactive Investor,Hoss Esmaeili,,"Avantax Investment Services, Inc. Raleigh NC 701 Mutual Ct",,,Salesforce
10957061,Inactive Investor,Michelle Jensen,Chief Operating Officer;President;Regulatory Contact,"Touchstone Capital, Inc.",mjensen@touchstonecapital.com,,Salesforce
10487686,,Patrick Hurley,"Chief Compliance Officer, Chief Operations Officer, Principal","BP Capital Fund Advisors, LLC",phurley@bpcfunds.com,,List Import
10778740,Inactive Investor,Rodd Melzer,Financial Advisor;Senior Vice President,Morgan Stanley Williamsport PA 175 Pine St,rodd.melzer@morganstanley.com,,Salesforce
339041,,Tracy Perkins,"Senior Vice President, Partner",Greyrock Capital Group,perkins@greyrockcapitalgroup.com,312-849-0008,Manual List Upload
11233562,Inactive Investor,Nathan Ibarra,Financial Advisor,LPL Financial LLC Buffalo NY 6400 Sheridan Dr,nathan.ibarra@lplfinancial.com,,Salesforce
10945720,Inactive Investor,Kevin Rademacher,Chief Compliance Officer;Chief Executive Officer;Chief Financial Planner;Founder,Lifetime Financial Planners LLC,,,Salesforce
10777201,Inactive Investor,Glenn Jaffe,Advisor,"Wells Fargo Advisors Financial Network, LLC Pacific Palisades CA 16044 Aiglon St",glenn.p.jaffe@wellsfargoadvisors.com,,Salesforce
9598357,,Michael Vogel,,,mvogel@gencappm.com,,List import
10830927,Inactive Investor,Jason Dohaney,Financial Advisor,Commonwealth Financial Network Williamstown MA 296 Main St,jdohaney@commonwealth.com,,Salesforce
9607714,,Michael Horowitz,,,mikihorwitz@gmail.com,,List import
9621692,,Adam Schnopp,,,adam62290@gmail.com,,List import
9630078,,Dean Hawkey,,,deanhawkey@gmail.com,,List import
9550878,,Walter Noel,,,walter@fggus.com,,List import
374028,,Soroush mansour afshar,,[Unknown],sesoroush@gmail.com,,source
10783621,Inactive Investor,Catherine Schwartz,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,catherine.schwartz@fidelity.com,,Salesforce
10617977,,Elias Friedman,,,elias.friedman@wellsfargoadvisors.com,,List Import
10900230,Inactive Investor,Thomas Whited,Senior Wealth Advisor,"Mainstay Capital Management, LLC",,,Salesforce
11083379,Inactive Investor,Shawn Boat,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Kansas City MO 4622 Pennsylvania Ave",,,Salesforce
11137290,Inactive Investor,Steven Batutis,Senior Financial Planning Consultant,LPL Financial LLC San Diego CA 4707 Executive Dr,steven.batutis@lpl.com,,Salesforce
11165254,Inactive Investor,John Glaubke,,Fidelity Brokerage Services LLC Fort Collins CO 3100 S College Ave,john.glaubke@fmr.com,,Salesforce
202050,,Brad Sonnier,,LPL Financial,brad.sonnier@lpl.com,,source
9557719,,kim kim,,,jonathan.ws.kim@gmail.com,,List import
341678,,Phil Adams,Investment Advisor Representative,Mathis Wealth Management,phil@mathiswealth.com,602-393-0501,Manual List Upload
10646637,,Amanda Logan,,,alogan@rwbaird.com,,List Import
10869345,Inactive Investor,Rebecca Taylor,Financial Consultant,"Osaic Wealth, Inc. Toledo OH 4041 W Sylvania Ave",,,Salesforce
9597036,,William Weickert,,,wnw@hmpayson.com,,List import
11043945,Inactive Investor,Kimberly Swope,Chief Compliance Officer,Zimmermann Investment Management & Planning LLC,kswope@zimllc.com,,Salesforce
11122514,Inactive Investor,Charles Collings,Financial Advisor;Senior Vice President - Investments,Janney Montgomery Scott LLC Bryn Mawr PA 40 Morris Ave,ccollings@jmsonline.com,,Salesforce
10950987,Inactive Investor,Leah Perri,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",leah.perri@prudential.com,,Salesforce
10802713,Inactive Investor,John Winslow,Manager;Managing Partner,Gill Capital Partners,jwinslow@gillinvest.com,,Salesforce
9621240,,William Pangas,,,william@arsenalgrowth.com,,List import
10809645,Inactive Investor,Chris Dupassage,Financial Advisor;Insurance Planning Director;Senior Vice President,Morgan Stanley Mandeville LA 1261 W Causeway Approach,chris.dupassage@morganstanley.com,,Salesforce
10759868,Inactive Investor,Craig Tucker,Senior Vice President,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
9603916,,KONSTANTIN SHULGA,,,ks@finerymarkets.com,,List import
7070911,,Cynthia M Smith,,,tpolphzdozxouz@eurokool.com,,Web Form Fillout
10951399,Inactive Investor,Fadi Hanhan,,Mutual of America Securities LLC Walnut Creek CA 1646 N California Blvd,fadi.hanhan@mutualofamerica.com,,Salesforce
10928399,Inactive Investor,Kody Rife,Senior Financial Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,kody.rife@jpmorgan.com,,Salesforce
10890889,Inactive Investor,Jarred Mantis,Financial Planning Consultant,"Voya Financial Advisors, Inc. West Hartford CT Private Residence",jarred.mantis@voya.com,,Salesforce
10613747,,Robert Slovinsky,Senior Financial Advisor,,robert.slovinsky@wellsfargoadvisors.com,,List Import
4724,, -,,[[Unknown]],mrcrtrjr@gmail.com,,Initial Salesforce Import
9622500,,Daniel Baruch,,,dbaruch@actcommodities.com,,List import
9551342,,Ronnie Wexler,,,ronnie.wexler@nydig.com,,List import
10876565,Inactive Investor,Patrick Kenny,Advisor,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
11211862,Inactive Investor,Jason Husk,Financial Advisor,"Ameriprise Financial Services, LLC Arlington TX 4120 W Interstate 20",jason.husk@ampf.com,,Salesforce
203365,,Mansa Sithole,,Private,mansa.sithole@gmail.com,27720457812,
9564562,,Carter Grimes,,,cgrimes@edgecappartners.com,,List import
11123092,Inactive Investor,Alan Mann,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",,,Salesforce
11152382,Inactive Investor,Adam Mackenzie,,Fidelity Brokerage Services LLC Santa Barbara CA 3793 State St,adam.mackenzie@fmr.com,,Salesforce
11132720,Inactive Investor,Michael Sirvinskas,Partner;Wealth Advisor,William Blair,msirvinskas@williamblair.com,,Salesforce
10860837,Inactive Investor,Renee Burns,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",renee.burns@ml.com,,Salesforce
11077212,Inactive Investor,Nathan Ferguson,,State Farm VP Management Corp. Uniontown PA 491 N Gallatin Ave,,,Salesforce
10859680,Inactive Investor,Austin Hnath,Financial Advisor,Edward Jones Neptune Beach FL 920 3rd St,austin.hnath@edwardjones.com,,Salesforce
9627003,,Matthew Erskine,,,m.erskine@erskineco.com,,List import
10615757,,Bradford Richardson,,,bradford.w.richardson@ampf.com,,List Import
163807,,Grant Skinner,,[Unknown],grant@proicemanagement.ca,,
10872656,Inactive Investor,Diana Lara,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,,,Salesforce
11002282,Inactive Investor,Rebecca Montoya,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",rebecca.montoya@ml.com,,Salesforce
10956898,Inactive Investor,William Stiles,,Citigroup Global Markets Inc.,william.stiles@citi.com,,Salesforce
10875896,Inactive Investor,Carolina Juan,,Citigroup Global Markets Inc.,,,Salesforce
10783946,Inactive Investor,James Mallinson,,"Sanford C. Bernstein & Co., LLC Washington DC 800 Connecticut Ave NW",james.mallinson@alliancebernstein.com,,Salesforce
11011422,Inactive Investor,Tom Grobman,,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",,,Salesforce
11006404,Inactive Investor,Justin Sheffield,,LPL Financial LLC Buffalo NY 1248 Abbott Rd,justin.sheffield@lpl.com,,Salesforce
11105050,Inactive Investor,Robert Furlong,,"Cambridge Investment Research, Inc. West Des Moines IA 1225 Jordan Creek Pkwy",,,Salesforce
210917,,James Jacobs,,[Unknown],jjacobs166@comcast.net,,
9581487,,Taylor Zornow,,,taylor.zornow@thrivent.com,,List import
10857250,Inactive Investor,Cheryl Casebere,Financial Advisor,"Ameriprise Financial Services, LLC Birmingham AL 3280 Morgan Dr",cheryl.casebere@ampf.com,,Salesforce
10979398,Inactive Investor,Jeffrey Roy,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11183256,Inactive Investor,Micah Gulley,,"U.S. Bancorp Investments, Inc. Freeport IL 50 W Douglas St",micah.gulley@usbank.com,,Salesforce
11034673,Inactive Investor,Michael Herbstreith,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",michael.herbstreith@nm.com,,Salesforce
10659415,,Sean Rosean,,,sean.rosean@lpl.com,,List Import
11088565,Inactive Investor,Allison Chamberlain,Investment Associate,"RBC Capital Markets, LLC Baltimore MD 1201 Wills St",,,Salesforce
10808004,Inactive Investor,Anton Greaton,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 900 S US Hwy 1",anton_greaton@ml.com,,Salesforce
10868416,Inactive Investor,Royden Terao,,"Mutual of Omaha Investor Services, Inc. Honolulu HI 1600 Kapiolani Blvd",royden.terao@mutualofomaha.com,,Salesforce
11148006,Inactive Investor,Victor Hathuc,Financial Advisor,Edward Jones Saint Louis MO 12444 Powerscourt Dr,victor.hathuc@edwardjones.com,,Salesforce
10937841,Inactive Investor,Jordan Streisfeld,Financial Planner;Portfolio Manager,Morgan Stanley New York NY 1 New York Plz,,,Salesforce
346987,,Cameron Shropshire,Vice President,"Dominion Portfolio Management, Inc.",cshropshire@domiinvestors.com,210-265-8050,Manual List Upload
11124521,Inactive Investor,Matthew Sytsma,,"Allstate Financial Services, LLC Fort Wayne IN 7127 Homestead Rd",mattsytsma@allstate.com,,Salesforce
10795871,Inactive Investor,Stephanie Blain,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",stephanie.blain@ml.com,,Salesforce
11105424,Inactive Investor,David Courlang,,"Principal Securities, Inc. Wayne PA 550 E Swedesford Rd",courlang.david@principal.com,,Salesforce
11198469,Inactive Investor,Alen Del Valle,,J.P. Morgan Securities LLC Trenton NJ 635 S Clinton Ave,alen.del-valle@jpmorgan.com,,Salesforce
10965593,Inactive Investor,Ana Hernandez,Wealth Advisor,LPL Financial LLC Dallas TX 17304 Preston Rd,,,Salesforce
11233194,Inactive Investor,Josiah Freeman,,J.P. Morgan Securities LLC Alexandria LA 2203 Memorial Dr,,,Salesforce
10611344,,Paul Keblish,"Financial Advisor, Senior Portfolio Advisor",,paul.keblish@ml.com,,List Import
11163594,Inactive Investor,Bart Vannucci,,PFS Investments Inc. Sacramento CA 1787 Tribute Rd,bart.vannucci@primerica.com,,Salesforce
10617118,,Garrett Koncan,,,garrett.c.koncan@ampf.com,,List Import
10645020,,Phillip Calabrese,,,phillip.calabrese@usbank.com,,List Import
10800548,Inactive Investor,Craig Ellis,Chief Operating Officer,"Centauri Advisory Group, Inc.",,,Salesforce
10792026,Inactive Investor,Alexander Pompey,,Goldman Sachs & Co.,alexander.pompey@gs.com,,Salesforce
11168270,Inactive Investor,Alec Smith,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9607681,,Robin Varghese,,,robinvarghese937@gmail.com,,List import
10794655,Inactive Investor,Stella Desantis,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Bethlehem PA 1525 Valley Center Pkwy,stella.desantis@opco.com,,Salesforce
11014215,Inactive Investor,Jack Island,,Park Avenue Securities LLC Reston VA 12110 Sunset Hills Rd,jack_island@glic.com,,Salesforce
11177228,Inactive Investor,Michael Murphy,,LPL Financial LLC Newburyport MA 26 Parker St,michaelj.murphy@lpl.com,,Salesforce
10814058,Inactive Investor,Forrest Newton,,PFS Investments Inc. Pittsfield MA 150 North St,forrest.newton@primerica.com,,Salesforce
11188566,Inactive Investor,Daniel Delano,Financial Advisor,Edward Jones Northville MI 105 Maincentre,dan.delano@edwardjones.com,,Salesforce
10510594,,Michael Wehn,Head of Multi-Asset Modeling,T. Rowe Price,michael.wehn@trowerprice.com,,List Import
10967173,Inactive Investor,Cheryl Werbeloff,,Kensington Financial Advisors LLC,,,Salesforce
10895654,Inactive Investor,Gary Michel,,"Northwestern Mutual Investment Services, LLC Findlay OH 630 S Main St",gary.r.michel@nm.com,,Salesforce
11008734,Inactive Investor,Lindsey Sorensen,,Cetera Advisor Networks LLC Omaha NE 10831 Old Mill Rd,,,Salesforce
11202293,Inactive Investor,Mari Trujillo,,PFS Investments Inc. Salinas CA 1582 Moffett St,mari.trujillo@primerica.com,,Salesforce
10805377,Inactive Investor,So Lee,,"Ameriprise Financial Services, LLC Vienna VA 8150 Leesburg Pike",soyoung.x.lee@ampf.com,,Salesforce
9613096,,Maxwell Ellis,,,max@origamicapital.com,,List import
9631075,,ck soin,,,theactivepassiveincome@gmail.com,,List import
10822780,Inactive Investor,Charles Dennis,Assistant Vice President;Financial Advisor,Morgan Stanley New York NY 1 Penn Plz,,,Salesforce
10488203,,David Hackett,Portfolio Management Associate,Morgan Stanley,david.hackett@morganstanley.com,,List Import
9581687,,Michael Holloway,,,mholloway@gmh-inc.com,,List import
10645709,,Robert Maddock,,,robert.e.maddock@jpmorgan.com,,List Import
11070803,Inactive Investor,Krissy Cain-Wade,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10754311,Inactive Investor,Eric Espino,Director - Business Strategy;Vice President,Morgan Stanley Los Angeles CA 1999 Avenue of the Stars,eric.espino@morganstanleypwm.com,,Salesforce
11222428,,Adam Johnson,,,ajohnson@commonwealth.com,,List Import
11198461,Inactive Investor,Kevin Aguilar,,J.P. Morgan Securities LLC Scottsdale AZ 4031 N Scottsdale Rd,,,Salesforce
10881402,Inactive Investor,Stuart Goss,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Brentwood TN 211 Franklin Rd",sgoss@firsthorizon.com,,Salesforce
10841980,Inactive Investor,Thomas McCarthy,,"The Investment Center, Inc. Bedminster NJ 1420 US Hwy 206",tmccarthy@investmentctr.com,,Salesforce
9615972,,Hang Zhou,,,261732727@qq.com,,List import
9559181,,Jeffrey Buczek,,,jbuczek@sigmarep.com,,List import
11033175,Inactive Investor,Kristen Aronson,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",kristen.mikulaninec@schwab.com,,Salesforce
10754448,Inactive Investor,Michelle Schatzberg,Assistant Vice President;Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",michelle.schatzberg@ml.com,,Salesforce
10794454,Inactive Investor,Aaron Gabrielian,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Easton MD 30 Goldsborough St",aaron.gabrielian@rbc.com,,Salesforce
10656426,,Alexander Pankow,,,alexander.pankow@primerica.com,,List Import
10612576,,Donald Gehrig,Financial Advisor,,donald.m.gehrig@ampf.com,,List Import
10935391,Inactive Investor,Michael McGrath,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,michael.mcgrath2@fmr.com,,Salesforce
10968346,Inactive Investor,Julia Valle Rubio,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11000930,Inactive Investor,Raymond Jacobs,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",raymond.jacobs@equitable.com,,Salesforce
339818,,Heather Gudac,"Secretary, COO",Financial Symmetry Inc.,hgudac@financialsymmetry.com,919-851-8200,Manual List Upload
11150648,Inactive Investor,Mary Copeland,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,mary.copeland@jpmorgan.com,,Salesforce
11037774,Inactive Investor,Gregory Brunault,,Fidelity Brokerage Services LLC,,,Salesforce
10873527,Inactive Investor,Thomas Sokira,Financial Advisor,LPL Financial LLC Basking Ridge NJ Private Residence,thomas.sokira@lpl.com,,Salesforce
10354203,,gxgxxg agdvg,,,hamzaelbouchairi@gmail.com,,Web Form Fillout
11111320,Inactive Investor,Jarell Giron,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jarell.giron@fidelity.com,,Salesforce
11099822,Inactive Investor,Lisa Fouraker,Vice President - Wealth Management,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,lfouraker@janney.com,,Salesforce
10955651,Inactive Investor,Dikesh Chokshi,Manager,PanGin Investments LLC,,,Salesforce
10822802,Inactive Investor,Nathanael Bier,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",nathanael.bier@ml.com,,Salesforce
11092781,Inactive Investor,Carl Armstrong,Financial Advisor,Edward Jones Grand Island NE 2424 S Locust St,will.armstrong@edwardjones.com,,Salesforce
11069221,Inactive Investor,Kenneth Field,,"Farmers Financial Solutions, LLC Hoffman Estates IL 2500 W Higgins Rd",ken.jfield@farmersagency.com,,Salesforce
9621511,,Olutola Michael,,,seweje.olutola@gmail.com,,List import
11045648,Inactive Investor,Edward Bullano,Wealth Consultant,LPL Financial LLC Glen Allen VA 4860 Cox Rd,edward.bullano@lpl.com,,Salesforce
11075365,Inactive Investor,George Bethell,,"Raymond James Financial Services, Inc. Fayetteville AR 4285 N Shiloh Dr",andy.bethell@raymondjames.com,,Salesforce
10754096,Inactive Investor,Amy Simmons,Financial Advisor,"Ameriprise Financial Services, LLC Dixon IL 739 N Brinton Ave",amy.v.simmons@ampf.com,,Salesforce
10771725,Inactive Investor,Christopher Ohmstede,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Beaumont TX 3450 Dowlen Rd,christopher.ohmstede@ubs.com,,Salesforce
9570537,,Ryan Brahm,,,ryan.brahm@pnc.com,,List import
10908571,Inactive Investor,Albert Wilson,,"MML Investors Services, LLC Ottsville PA 7790 Easton Rd",albert_wilson@glic.com,,Salesforce
9599790,,Derek Talley,,,derek.talley@attucksfunds.com,,List import
10808662,Inactive Investor,Mary Booth,Assistant Vice President;Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",mary-katherine_booth@ml.com,,Salesforce
151097,,Jan Dirkzwager,,[Unknown],j.dirkzwager@gmail.com,,
10965646,Inactive Investor,Peter Pabich,,LPL Financial LLC West Hartford CT 433 S Main St,peter.pabich@lpl.com,,Salesforce
11193602,Inactive Investor,Sheri Barron,,"VALIC Financial Advisors, Inc. Carmel IN 630 W Carmel Dr",sheri.barron@valic.com,,Salesforce
10802896,Inactive Investor,John Thompson,,"Wells Fargo Advisors Financial Network, LLC Mobile AL 4333 Boulevard Park N",john.thompson@wfafinet.com,,Salesforce
10969757,Inactive Investor,Coltin Brehm,,"Osaic Wealth, Inc. Menomonie WI 394 Red Cedar St",,,Salesforce
10959794,Inactive Investor,Amar Zornic,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11026029,Inactive Investor,Patrick Egelus,,"Bankers Life Securities, Inc. Traverse City MI 1760 Forest Ridge Dr",patrick.egelus@bankerslife.com,,Salesforce
11171740,Inactive Investor,Karen Solis Rodriguez,,J.P. Morgan Securities LLC Indianapolis IN 4202 N Franklin Rd,karen.solis-rodriguez@jpmorgan.com,,Salesforce
11073052,Inactive Investor,Kevin Bruner,Investment Advisor Representative,"Harbour Investments, Inc. Schofield WI 3717 Schofield Ave",,,Salesforce
337161,,Timothy Maloney,Member,Abbott Capital Management Llc,tmaloney@abbottcapital.com,212-757-2700,Manual List Upload
10980570,Inactive Investor,Aaron Shapira,,"Northwestern Mutual Investment Services, LLC La Jolla CA 4250 Executive Sq",aaron.shapira@nm.com,,Salesforce
11067017,Inactive Investor,Caroline Hanzlik,Financial Advisor,"Wells Fargo Clearing Services, LLC Denver CO 3200 E Cherry Creek South Dr",caroline.faraino@wellsfargoadvisors.com,,Salesforce
228955,, -,,[[Unknown]],michelle@praziusa.com,,Direct
10785278,Inactive Investor,Joel Travis,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Fort Worth TX 201 Main St,,,Salesforce
9626594,,Aravind Suresh,,,aravind.2002.suresh@gmail.com,,List import
9575173,,William Ahonen,,,wahonen@financialguide.com,,List import
10648399,,Jessica Curtis,,,jessica.curtis@fmr.com,,List Import
10908489,Inactive Investor,Jacob Knutson,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11002800,Inactive Investor,Jeremy Belanger,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",,,Salesforce
55460,,Julie Kieckbusch Jones,Financial Associate,Thrivent Investment Management Inc.,julie.kieckbuschjones@thrivent.com,406-728-9255,
10864619,Inactive Investor,Patricia Belanger,Financial Planning Assistant;Operations Manager,"Ameriprise Financial Services, LLC South Hadley MA 551 Newton St",patricia.belanger@ampf.com,,Salesforce
11217257,,Neil Waxman,,,nwaxman@lincolninvestment.com,,Other
11097283,Inactive Investor,Shauna Bartula,,"Raymond James Financial Services, Inc. Waco TX 1700 N Valley Mills Dr",shauna.bartula@raymondjames.com,,Salesforce
10767225,Inactive Investor,James Burney,First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",burneyd@stifel.com,,Salesforce
10950803,Inactive Investor,Sean Harnett,Client Associate,Neuberger Berman BD LLC,sean.harnett@nb.com,,Salesforce
10801814,Inactive Investor,Dane Martindale,Financial Advisor;Vice President,"RBC Capital Markets, LLC Austin TX 300 W 6th St",dane.martindale@rbc.com,,Salesforce
9646107,,Wei Xie,,,weixie101@gmail.com,,List import
339259,,Michael Kremenak,Elected Manager,"Thrivent Asset Management, Llc",michael.kremenak@thrivent.com,800-847-4836,Manual List Upload
10892819,Inactive Investor,Leda Bonilla,,"Raymond James Financial Services, Inc. Vienna VA 8000 Towers Crescent Dr",yasmine.bonilla@raymondjames.com,,Salesforce
11158582,Inactive Investor,Charles Kerwood,Partner;Regulatory Contact,"Waller Financial Planning Group, Inc. Naples FL 801 Laurel Oak Dr",ckerwood@waller.com,,Salesforce
11007049,Inactive Investor,Heather Panuco,,"First Command Brokerage Services, Inc.",,,Salesforce
348028,,Thomas Wright,Investment Advisor Representative,Kpp Advisory Services Llc,thomas.m.wright@lpl.com,502-394-0400,Manual List Upload
10612579,,Gary Ginsberg,Financial Advisor,,gary.ginsberg@ampf.com,,List Import
145389,,Ond?ej Stránský,,[Unknown],stranskyo@tiscali.cz,,source
10963979,Inactive Investor,Megan Wolfe,,LPL Financial LLC Huntington IN 1863 E 900 N,megan.wolfe@lpl.com,,Salesforce
11030638,Inactive Investor,Michael Ellis,,"MML Investors Services, LLC Albuquerque NM 8100 Lang Ave NE",warrenellis@financialguide.com,,Salesforce
11235027,Inactive Investor,Tiffany Venditti,Investment Advisor Representative,"Avior Wealth Management, LLC Scottsdale AZ 11120 E Mission Ln",tiffany.venditti@aviorwealth.com,,Salesforce
346328,,John Burke,Managing Director,"Ls Power Equity Advisors, Llc",jburke@lspower.com,212-615-3456,Manual List Upload
9622851,,c tilley,,,ctilley@iwvisp.com,,List import
338607,,Michael Scriver,"Managing Director, Hedge Design Management",Allianz Investment Management Llc,mike.scriver@allianzlife.com,763-765-6500,Manual List Upload
10907213,Inactive Investor,Claire Mcvea,Client Service Associate,Morgan Stanley Baton Rouge LA 400 Convention St,,,Salesforce
11067345,Inactive Investor,Nan Li,,"Transamerica Financial Advisors, Inc Waltham MA 75 3rd Ave",nan.li@tfaconnect.com,,Salesforce
11236321,Inactive Investor,Carl Ekstrom,Associate Advisor,"Financial Planning and Information Services, Inc.",cekstrom@thefinplangroup.com,,Salesforce
11020447,Inactive Investor,Lance Kiser,Private Client Banker,J.P. Morgan Securities LLC Napa CA 699 Trancas St,lance.kiser@jpmorgan.com,,Salesforce
11108325,Inactive Investor,Billy Pierson,,"Raymond James Financial Services, Inc. Hereford TX 302 E 3rd St",billy.pierson@raymondjames.com,,Salesforce
11157443,Inactive Investor,Mark Manetti,Director;Financial Advisor;Partner,"Allegheny Investments, Ltd.",mmanetti@alleghenyfinancial.com,,Salesforce
11106127,Inactive Investor,Aneil Murthy,Senior Relationship Manager,Chandler Asset Management Inc Walnut Creek CA 2121 N California Blvd,,,Salesforce
10854879,Inactive Investor,Monica Suzara,Principal,"Cascade Financial Partners, LLC",,,Salesforce
9638156,,Michael Buongiorno,,,buongiornom@mlhs.org,,List import
245623,,Mike Prendergast,SVP- ETF Product Management,Ultimus Fund Solutions,mprendergast@ultimusfundsolutions.com,14025570401,Manual List Upload
11106456,Inactive Investor,Alexander Anderson,,"Allstate Financial Services, LLC Rockville Centre NY 530 Merrick Rd",aanderson8@allstate.com,,Salesforce
10982293,Inactive Investor,Kira Vaal,Investment Advisor,Donaldson Capital Management LLC,kvaal@dcmol.com,,Salesforce
10999728,Inactive Investor,Joy Vincent-Killian,,"Hazard & Siegel, Inc.",jvincent-killian@hazardsiegel.com,,Salesforce
342396,,Raj Chudgar,Vice President,Newbury Partners Llc,chudgar@newbury-partners.com,203-428-3600,Manual List Upload
9621173,,eddie machado,,,eddieitalkiteacher@gmail.com,,List import
11003759,Inactive Investor,Trenton Heiland,,"Northwestern Mutual Investment Services, LLC Waco TX 510 N Valley Mills Dr",trenton.heiland@nm.com,,Salesforce
11108650,Inactive Investor,Brian Burke,,Fidelity Brokerage Services LLC Jacksonville FL 4671 Town Center Pkwy,brian.burke@fmr.com,,Salesforce
9562320,,Marshall Pitcher,,,pitcher.marshall@edgeassetmgt.com,,List import
9616709,,George Kirchner,,,gwkirchner@gmail.com,,List import
10775188,Inactive Investor,Jonathan Lintner,Financial Advisor,"Ameriprise Financial Services, LLC Louisville KY 408 Blankenbaker Pkwy",jon.w.lintner@ampf.com,,Salesforce
10619015,,Bartosz Bak,,,bartosz.bak@morganstanley.com,,List Import
10817662,Inactive Investor,Janell Lewis,,"Raymond James Financial Services, Inc. Fort Myers FL 1510 Royal Palm Square Blvd",janell.lewis@raymondjames.com,,Salesforce
10975617,Inactive Investor,Yolanda Abraham,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10766559,Inactive Investor,Christine Houston,Authorized Officer;Senior Wealth Strategy Associate,UBS Financial Services Inc. Tampa FL 101 E Kennedy Blvd,christine.houston@ubs.com,,Salesforce
9602115,,Ronak Thakrar,,,ronak.thakrar@acaciapi.com,,List import
10980147,Inactive Investor,Gus Shahrour,,"Allstate Financial Services, LLC Westminster CA 13077 Springdale St",gusshahrour@allstate.com,,Salesforce
9544525,,Ehsan Moradi,,,moradiehsan@gmail.com,,List import
9628336,,Tim Burman,,,tburman1@gmail.com,,List import
11081922,Inactive Investor,Francine Hollis,,PFS Investments Inc. Cleveland OH 5241 Wilson Mills Rd,francine.hollis@primerica.com,,Salesforce
11197424,Inactive Investor,John Oden,,"Sanford C. Bernstein & Co., LLC",odenj@bernstein.com,,Salesforce
10792165,Inactive Investor,David Stelly,,J.P. Morgan Securities LLC Lafayette LA 225 Southpark Rd,creig.d.stelly@chase.com,,Salesforce
10812053,Inactive Investor,Dana Lind,Financial Advisor,Park Avenue Securities LLC Melville NY 200 Broadhollow Rd,dana_lind@glic.com,,Salesforce
10952161,Inactive Investor,Anthony Temple,,Wedbush Securities Inc. Dallas TX 5949 Sherry Ln,anthony.temple@wedbush.com,,Salesforce
10607117,,John Lewis,,,test@john.com,,Web Form Fillout
9632286,,Zhiteng Wang,,,w.zhiteng@gmail.com,,List import
11111627,Inactive Investor,Warren Baum,,"Packerland Brokerage Services, Inc. North Billerica MA 330 Boston Rd",warren_baum@packerlandbrokerage.com,,Salesforce
10837653,Inactive Investor,Darwin Carpenter,Financial Advisor;Senior Vice President,Morgan Stanley Melbourne FL 8150 N Wickham Rd,darwin.carpenter@morganstanley.com,,Salesforce
11031355,Inactive Investor,Jonathan West,Client Service Associate,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",jonathan.t.west@ampf.com,,Salesforce
9551205,,Phuong Paik,,,phuong.paik@transamerica.com,,List import
11212319,Inactive Investor,Jemy Thomas Jacob,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11027141,Inactive Investor,Brianna Burt,,PFS Investments Inc. Skaneateles NY 1326 New Seneca Tpke,bburt@primerica.com,,Salesforce
313,,,,,nicktaylor@email-seeds.net,,
10861735,Inactive Investor,John Moy,,Newbridge Securities Corporation Baltimore MD 1425 Patapsco St,jmoy@newbridgesecurities.com,,Salesforce
10970965,Inactive Investor,Cynthia Foster,,NYLIFE Securities LLC Tyler TX 821 E Southeast Loop 323,cafoster01@ft.newyorklife.com,,Salesforce
11070751,Inactive Investor,Richard Gunter,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11135826,Inactive Investor,Aunika Allen,Financial Advisor,"Equitable Advisors, LLC Charlotte NC 7207 IBM Dr",aunika.allen@equitable.com,,Salesforce
10959839,Inactive Investor,Carson Sheeley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11125443,Inactive Investor,Israel Hernandez,Assistant Vice President;Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",israel.m.hernandez@ml.com,,Salesforce
9646477,,Jacqueline Reeves,,,jackie@bellrockcapital.com,,List import
9624788,,Elizabeth Estrada,,,bethestrada210@gmail.com,,List import
11066725,Inactive Investor,Karen Vilas,,"FMSbonds, Inc.",kvilas@fmsbonds.com,,Salesforce
113360,,Judy Rudnick,Compliance Advisor,Lincoln Financial Advisors Corporation,judy.rudnick@lfg.com,773-693-6100,
9561807,,Javar Shodiq,,,buhidrus@gmail.com,,List import
11007056,Inactive Investor,Carmen Delamore,,"Raymond James & Associates, Inc.",carmen.delamore@raymondjames.com,,Salesforce
10808076,Inactive Investor,Michael Vukson,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",michael.vukson@wellsfargoadvisors.com,,Salesforce
9585781,,Stanley Royer,,,sroyer@amdfs.com,,List import
10870790,Inactive Investor,Adam Hines,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",adam.hines@schwab.com,,Salesforce
10968088,Inactive Investor,Nicholas Hanna,,NYLIFE Securities LLC Chico CA 2550 Lakewest Dr,nthanna@ft.newyorklife.com,,Salesforce
10893910,Inactive Investor,Craig Smelley,President,"Virginia Investment Advisory, Inc. Richmond VA 3410 Cutshaw Ave",csmelley@virginiainvestmentadvisory.com,,Salesforce
11026102,Inactive Investor,Caroline Talebi,,Edward Jones Oceanside CA 2424 Vista Way,,,Salesforce
9565475,,Jamie B,,,burtyboy3000@gmail.com,,List import
10906547,Inactive Investor,Richard Hill,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
10982103,Inactive Investor,Sarwar Khan,,"Equity Services, Inc. Hauppauge NY 410 Motor Pkwy",skhan@nationallife.com,,Salesforce
11017179,Inactive Investor,Matthew Kim,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
11019067,Inactive Investor,Thomas Pekkarinen,,"Citizens Securities, Inc. Medford MA 257 Spring St",thomas.pekkarinen@citizensbank.com,,Salesforce
10829604,Inactive Investor,Priscilla Woods,,LPL Financial LLC,priscilla.woods@lpl.com,,Salesforce
151584,,?? ?,,å¾·ä¿Š é™†,992194978@qq.com,,
10989935,Inactive Investor,Elias Bullock,,PFS Investments Inc. Seattle WA 15111 8th Ave SW,ebullock@primerica.com,,Salesforce
11217621,,Jacob Southren,,,jacob.southren@jpmorgan.com,,Other
9614979,,Marc Stephen Shuster,,,mshuster@bergersingerman.com,,List import
10986504,Inactive Investor,Michael Tetreault,,Fidelity Brokerage Services LLC,,,Salesforce
11042454,Inactive Investor,Yu Chen,,J.P. Morgan Securities LLC Berkeley CA 2352 Shattuck Ave,,,Salesforce
9591847,,Fernando Arguello,,,fernando.arguello@morganstanley.com,,List import
10976252,Inactive Investor,Noah Franklin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11210046,Inactive Investor,Michael Lombardo,,Fidelity Brokerage Services LLC,michael.lombardo@fidelity.com,,Salesforce
10866653,Inactive Investor,Michael Brown,,"Farmers Financial Solutions, LLC Midvale UT 177 E Fort Union Blvd",mbrown1@farmersagent.com,,Salesforce
11179721,Inactive Investor,Bradley Edwards,Financial Advisor,Edward Jones Hiawatha KS 626 Oregon St,,,Salesforce
9628417,,Ahmed Farooq,SVP - Head of Retail ETF Distribution,Franklin Templeton,Ahmed.Farooq@franklintempleton.ca,,List import
9647972,,Andrew Mcnair,,,pickwickcontracts@hotmail.com,,List import
10973419,Inactive Investor,John Morrison,,Vanguard Marketing Corporation,,,Salesforce
11085410,Inactive Investor,Aleh Drobysh,,Interactive Brokers LLC,adrobysh@interactivebrokers.com,,Salesforce
11133575,Inactive Investor,Reid Barber,,"MML Investors Services, LLC Virginia Beach VA 5544 Greenwich Rd",,,Salesforce
11168012,Inactive Investor,Charles Cawley,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,,,Salesforce
10919722,Inactive Investor,Robert Baldacci,,Cetera Advisor Networks LLC Monterey CA 288 Pearl St,,,Salesforce
11133996,Inactive Investor,Brian Ahearn,Financial Professional,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",brian.ahearn@equitable.com,,Salesforce
10903684,Inactive Investor,Edward Rojas,Chief Executive Officer,401k Generation,erojas@401kgeneration.com,,Salesforce
11000037,Inactive Investor,Chihyu Hsu,,Park Avenue Securities LLC Englewood CO 6455 S Yosemite St,,,Salesforce
10787453,Inactive Investor,Constantine Tsonas,First Vice President,Morgan Stanley Sarasota FL 2 N Tamiami Trl,constantine.tsonas@morganstanley.com,,Salesforce
11032474,Inactive Investor,Grace Smith,,"Principal Securities, Inc.",smith.grace@principal.com,,Salesforce
59770,,Angelo Gurrieri,Financial Educator,"Transamerica Financial Advisors, Inc",angelo.gurrieri@transamerica.com,630-699-0024,
10275,,daniel dambrosia,,danco,dand124130@gmail.com,2157686403,Paid Search
11041482,Inactive Investor,Kevin Cano,,PFS Investments Inc. Middlesex NJ 250 Lackland Dr,kcano@primerica.com,,Salesforce
9587739,,Adam Varrenti,,,avarrenti@legacyadvisorypa.com,,List import
11047690,Inactive Investor,Frank Cannon,Financial Consultant;Founder;Managing Member;President;Regulatory Contact,Artesa Financial Group,fcannon@artesafinancialgroup.com,,Salesforce
10645273,,Jerry Berg,,,jerry.berg@rbccm.com,,List Import
9601799,,jesslyn lorenzsa Wijaya,,,jesslynlorenzsa17@gmail.com,,List import
10974426,Inactive Investor,Donna Cirelli,,PFS Investments Inc. Auburn CA 1230 High St,dcirelli@primerica.com,,Salesforce
11151298,Inactive Investor,Juan Ramirez,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",juan.diego@nm.com,,Salesforce
11057612,Inactive Investor,Marc Haverkamp,Financial Advisor,LPL Financial LLC Saint Paul MN 1060 Dakota Dr,marc.haverkamp@lpl.com,,Salesforce
9600888,,Sean Kreiger,,,sean@jspartners.com,,List import
11029278,Inactive Investor,Craig Rumsky,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",craig.rumsky@equitable.com,,Salesforce
10824007,Inactive Investor,Amber Griffin,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",a.griffin@ml.com,,Salesforce
9563141,,Timothy Rosiak,,,trosiak@sigmarep.com,,List import
242039,,Frederic Wheeler,CTO,Tolerisk,ryan@tolerisk.com,,Event
11231118,Inactive Investor,Brandon Durr,,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",brandon.durr@equitable.com,,Salesforce
9594203,,Randy Kirkpatrick,,,rkirkpatrick@stratoswealthpartners.com,,List import
11108750,Inactive Investor,Jerry Wright,Financial Advisor,LPL Financial LLC Clayton GA 89 Falcon St,jerry.wright@lpl.com,,Salesforce
11239054,Inactive Investor,Michael Mcginty,,Rja Asset Management Llc,michael.mcginty@rja-llc.com,,Salesforce
9574992,,Jacqueline Kapur,,,jkapur@ignitioncapital.co,,List import
352825,,Lisa Laine,"Business Development, Brand Specialist","Asset Management Resources, Llc",lisa@amrfinancial.com,866-771-8901,Manual List Upload
9643997,,Arjun Dhillon,,,dhilarj@gmail.com,,List import
11077561,Inactive Investor,Oronzo Triggiano,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 250 E Bearss Ave",oronzo.triggiano@ml.com,,Salesforce
185781,,Kamal Kannan,Individual Investor,Individual Investor,kamal600@gmail.com,,
10863587,Inactive Investor,Kathleen Northrop,,State Farm VP Management Corp. Everett WA 10930 4th Ave W,,,Salesforce
10984092,Inactive Investor,Michael Comrie,,"Platinum Planning, Inc. Punta Gorda FL Private Residence",,,Salesforce
11033033,Inactive Investor,Damon Dennis,Financial Advisor,Edward Jones Lakeland FL 101 W Main St,damon.dennis@edwardjones.com,,Salesforce
10832533,Inactive Investor,William Fair,Chief Compliance Officer;Financial Advisor;Member;Partner,AP Wealth Management,,,Salesforce
10510844,,Robert Forsyth,,SPDR,robert_forsyth@ssga.com,,List Import
10848883,Inactive Investor,Matthew Martin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10969957,Inactive Investor,Benjamin Claffee,Financial Advisor,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",benjamin.claffee@equitable.com,,Salesforce
10645646,,Angelique David,,,adavid@ziegler.com,,List Import
10956267,Inactive Investor,Kelsey Hosner,Specialist,"Ameriprise Financial Services, LLC Holland MI 44 E 8th St",kelsey.hosner@ampf.com,,Salesforce
9553006,,Andrew Campbell,,,andrew.campbell@fidelity.com,,List import
11230936,Inactive Investor,Russell Martin,Financial Advisor,LPL Financial LLC Fairport NY 345 Woodcliff Dr,russ.martin@lpl.com,,Salesforce
371166,,Anthony Collins,,Australia,ascollins@hotmail.com,,source
9590498,,John Meyer,,,johnm@monarchcapitalmgmt.com,,List import
10645178,,Jennifer Lavelle,,,jlavelle@ziegler.com,,List Import
334798,,Donald Caldwell,Elected Manager,Stoneridge Investment Partners,dcaldwell@stoneridgeinvestments.com,484-254-5400,Manual List Upload
9620844,,Piotr Nowak,,,piotr@techramps.com,,List import
10951636,Inactive Investor,Brianna Skidmore,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10971498,Inactive Investor,Gregory Whiteaker,,J.P. Morgan Securities LLC Temecula CA 26411 Ynez Rd,gregory.whiteaker@chase.com,,Salesforce
153088,,Saul Neale,,[Unknown],saulneale@aol.com,,
10842743,Inactive Investor,Gabriel Ayala,Financial Professional,LPL Financial LLC Fullerton CA 1440 N Harbor Blvd,gabriel.ayala@lpl.com,,Salesforce
11161993,Inactive Investor,Eileen Clune,Chairman;Chief Executive Officer;Founder;President;Regulatory Contact,Clune & Associates,eileen@clune.biz,,Salesforce
10939164,Inactive Investor,Tanya Ramirez,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,tanyaramirez@statefarm.com,,Salesforce
10820023,Inactive Investor,Mervat Hassan,Vice President,"Stifel, Nicolaus & Company, Incorporated Naples FL 3777 Tamiami Trl N",mervat.hassan@stifel.com,,Salesforce
10980233,Inactive Investor,Travis Borden,,"Burch & Company, Inc",,,Salesforce
198597,,Tam Nguyen,,[Unknown],tnguyen_1995@hotmail.com,,source
11134494,Inactive Investor,Russell Childers,,Kovack Securities Inc. Americus GA 629 E Forsyth St,russ@kovacksecurities.com,,Salesforce
9643122,,Dilan Siritunga,,,dilansiritunga@gmail.com,,List import
10986824,Inactive Investor,Matthew Ventresca,,"Allstate Financial Services, LLC Richmond VA 8012 Midlothian Tpke",matthewventresca@allstate.com,,Salesforce
11086799,Inactive Investor,Bjorn Danielson,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",bjorn.danielson@raymondjames.com,,Salesforce
11063793,Inactive Investor,Alyssa Upton,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10928527,Inactive Investor,Caden Jones,Financial Advisor,Edward Jones Lubbock TX 6701 Aberdeen Ave,caden.jones@edwardjones.com,,Salesforce
11107248,Inactive Investor,Chloe Jacques,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",chloe.jacques@ml.com,,Salesforce
10767648,Inactive Investor,Michael Vallee,Financial Advisor;Senior Vice President,Morgan Stanley Southlake TX 1400 Civic Pl,michael.vallee@morganstanley.com,,Salesforce
10801763,Inactive Investor,Steven White,Financial Advisor,LPL Financial LLC Glen Allen VA Private Residence,steve.white@lpl.com,,Salesforce
10656169,,David Morgan,,,davidm@jmgfin.com,,List import
11238732,,Cecilia Gonzalo,,,cgonzalo@oberlandcapital.com,,Salesforce
11023657,Inactive Investor,Angela O'Donnell,,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",angela.o-donnell@voya.com,,Salesforce
372579,,Hardiansyah Nugraha,,Indonesia,hardihardi907@gmail.com,,Salesforce
10960760,Inactive Investor,Dawn Niles,,NYLIFE Securities LLC Edison NJ 379 Thornall St,dmniles@ft.newyorklife.com,,Salesforce
11236288,Inactive Investor,Jameson Stady,Relationship Manager,"Oxford Financial Group, Ltd Atlanta GA 3060 Peachtree Rd NW",,,Salesforce
10659894,,Jeffrey Innocenti,,,jeff.m.innocenti@lpl.com,,List Import
11082232,Inactive Investor,Maria Pagan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,maria.pagan@fidelity.com,,Salesforce
11064770,Inactive Investor,Glenn Riches,,PFS Investments Inc. Metairie LA 4200 S I 10 Service Rd W,glenn.riches@primerica.com,,Salesforce
10800608,Inactive Investor,Richard Feldstein,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Woodland Hills CA 21650 Oxnard St,richard.feldstein@morganstanley.com,,Salesforce
11046021,Inactive Investor,Alex Eldridge,Financial Advisor,"Osaic Wealth, Inc. Federal Way WA 31620 23rd Ave S",,,Salesforce
10931535,Inactive Investor,Steven Bates,,"Osaic Wealth, Inc. Winnfield LA 203 N Abel St",,,Salesforce
10828197,Inactive Investor,Rosybell Morel,Senior Client Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,rosybell.morel@jpmorgan.com,,Salesforce
11103705,Inactive Investor,Mark Altomare,,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,mark.altomare@nb.com,,Salesforce
11206621,Inactive Investor,Renee Goupille,,LPL Financial LLC Norwich CT 45 Town St,renee.goupille@lpl.com,,Salesforce
9596621,,Travis Poodiack,,,tpoodiack@stewardpartners.com,,List import
11235682,Inactive Investor,Stacey Cole,Chief Compliance Officer;Founder;Managing Director;Member;Wealth Advisor,Haven Private,scole@havenprivate.com,,Salesforce
11061950,Inactive Investor,Travis Francis,,J.P. Morgan Securities LLC New Haven CT 234 Church St,travis.francis@jpmorgan.com,,Salesforce
11126406,Inactive Investor,Jonathan Hylton,,"HighTower Securities, LLC Aurora IL 201 N Constitution Dr",jhylton@hightoweradvisors.com,,Salesforce
11017890,Inactive Investor,Timothy Harris,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Zionsville IN 1620 W Oak St",,,Salesforce
340450,,Nick Augustin,Financial Planning Associate,Mindful Asset Planning,nick@mindfulplanning.com,952-432-4666,Manual List Upload
10988348,Inactive Investor,Eric Strean,,J.P. Morgan Securities LLC Spring Hill TN 4930 Main St,,,Salesforce
10645247,,Allison Kaune,,,kaunea@pfm.com,,List Import
10801012,Inactive Investor,Michael Junker,Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Saint Paul MN 380 Saint Peter St,michael.junker@morganstanley.com,,Salesforce
10812771,Inactive Investor,Susan Moses,,"Principal Securities, Inc.",moses.sue@principal.com,,Salesforce
10906184,Inactive Investor,Kelly Pate,,Cetera Advisor Networks LLC Cincinnati OH 11427 Reed Hartman Hwy,patek@ceteranetworks.com,,Salesforce
10933252,Inactive Investor,Adam Sayler,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Duluth MN 5094 Miller Trunk Hwy",adam.j.sayler@wellsfargo.com,,Salesforce
9578892,,Rhonda Carter,,,rhonda.carter@ctfa.com,,List import
233368,, -,,[[Unknown]],patric_klees@hotmail.com,,
9609006,,B B,,,social@twisthype.com,,List import
11234770,Inactive Investor,Tracey Richardson,Senior Director - Wealth Management,"Choreo, LLC Saint Louis MO 101 S Hanley Rd",tracey.richardson@choreoadvisors.com,,Salesforce
9617498,,William Parrillo,,,william.parrillo@safewayinsurance.com,,List import
9577367,,Andika Nurrahman,,,andika1928@gmail.com,,List import
10763111,Inactive Investor,Melody Walsch,,Morgan Stanley Miami FL 20807 Biscayne Blvd,melody.walsch@morganstanley.com,,Salesforce
10848318,Inactive Investor,Annie Morrison,,Commonwealth Financial Network Hampstead MD Private Residence,amorrison@commonwealth.com,,Salesforce
10983493,Inactive Investor,Hengrui Xu,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 589 Broadway",hengrui.xu@ml.com,,Salesforce
9568882,,Tina Forbes,,,tina.forbes@53.com,,List import
10974466,Inactive Investor,Matthew Dettman,,"Osaic Wealth, Inc. Spring TX 1725 Hughes Landing Blvd",,,Salesforce
228586,, -,,[[Unknown]],eric.dinicola93@gmail.com,,
10793521,Inactive Investor,Anthony Greier,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",anthony.greier@wellsfargoadvisors.com,,Salesforce
10532411,,Thomas Braziel,,,tom@117partners.com,,Web Form Fillout
45117,,Michael Cain,Investment Advisor Representative,"Voya Financial Advisors, Inc.",macain@voyafa.com,402-445-2046,
150697,,Ramachandran Babu,,[Unknown],kgrbabu@hotmail.com,,
11187916,Inactive Investor,Steven Martin,,State Farm VP Management Corp. Waterford PA 423 High St,stevenmartin@statefarm.com,,Salesforce
10789008,Inactive Investor,Tammy Schindler,Financial Advisor,Edward Jones Beloit WI 2797 Prairie Ave,,,Salesforce
10955818,Inactive Investor,Robert Preston,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10901178,Inactive Investor,Andrea Castro,,Morgan Stanley Miami FL 220 Alhambra Cir,andrea.castro@morganstanley.com,,Salesforce
10862092,Inactive Investor,Khanh Lam,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth GA 2724 Meadow Church Rd",khanh.lam@ml.com,,Salesforce
9629533,,Chase Higa,,,chasehiga@gmail.com,,List import
10996431,Inactive Investor,James Garner,,"Empower Financial Services, Inc",james.garner@empower.com,,Salesforce
10752757,Inactive Investor,Michael Wood,Financial Advisor,Oppenheimer & Co. Inc. Boston MA 255 State St,,,Salesforce
339279,,Randall Schroeder,"Managing Director, Synthesis Investments",Toews Corporation,randall_schroeder@toewscorp.com,877-863-9726,Manual List Upload
11152326,Inactive Investor,Becton LaMar,,"Raymond James Financial Services, Inc. Auburn AL 822 N Dean Rd",becton.lamar@raymondjames.com,,Salesforce
9625537,,Victor de Blas,,,vitomoneda@gmail.com,,List import
9611370,,Roxanna Guinan,,,rguinan@claraphi.com,,List import
10798587,Inactive Investor,Shelby Buccellato,Associate Director - Portfolio Management;Registered Client Service Associate,Morgan Stanley Orinda CA 2 Theatre Sq,shelby.buccellato@morganstanley.com,,Salesforce
9644948,,Kal Salama,,,kal@headlandsgroup.com,,List import
10871794,Inactive Investor,Jay Langley,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10978813,Inactive Investor,Jairo Adame,,"U.S. Bancorp Investments, Inc. Yuba City CA 903 Colusa Ave",jairo.adame@usbank.com,,Salesforce
11152385,Inactive Investor,Alson Chao,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
10854971,Inactive Investor,Emil Bagherloo,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
11172542,Inactive Investor,Linda Davila,First Vice President;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",linda_g_davila@ml.com,,Salesforce
11221604,,Michelle Schrenk,,,mschrenk@firstrepublic.com,,List Import
11230884,Inactive Investor,Jason Richards,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",jason.richards@equitable.com,,Salesforce
11043113,Inactive Investor,Adam Harris,,"Fifth Third Securities, Inc. Columbus OH 5055 W Broad St",adam.harris@53.com,,Salesforce
10868129,Inactive Investor,James Lindner,Chief Executive Officer;Managing Member;Partner;President,"Retirement Strategies, Ltd.",jlindner@retirement-strategies.com,,Salesforce
11147812,Inactive Investor,John Sidrak,,"Wells Fargo Clearing Services, LLC Huntington Beach CA 16531 Bolsa Chica St",,,Salesforce
10759867,Inactive Investor,William Macke,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,william.macke@fidelity.com,,Salesforce
11235613,Inactive Investor,Jacob Cazier,Investment Advisor Representative,"Portside Wealth Group, LLC Farmington UT Private Residence",,,Salesforce
9551257,,Dwayne Smith,,,smith.allen@principal.com,,List import
343109,,David Rogero,Partner,Cressey & Company Lp,drogero@cresseyco.com,312-945-5700,Manual List Upload
10916487,Inactive Investor,Erin Goodrich,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brea CA 145 S State College Blvd",erin.goodrich@ml.com,,Salesforce
11154328,Inactive Investor,Joshua Alls,,PFS Investments Inc. Las Cruces NM 1900 S Telshor Blvd,jalls@primerica.com,,Salesforce
11166468,Inactive Investor,Tania Jimenez,,"Northwestern Mutual Investment Services, LLC Santa Monica CA 2800 28th St",tania.jimenez@nm.com,,Salesforce
205585,,Matthew Burgoon,,[Unknown],burgoon@gmail.com,,source
9579519,,Jeffrey Cribbs,,,jcribbs@chicagowm.com,,List import
11029074,Inactive Investor,Douglas Dillmuth,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
6277497,,PILOKA BOTYJA,,,boteg19061@fom8.com,,Web Form Fillout
11130422,Inactive Investor,Harry McMaster,,"Empower Financial Services, Inc",harry.mcmaster@gwrs.com,,Salesforce
10767688,Inactive Investor,Donna George,,Morgan Stanley Buffalo NY 450 Essjay Rd,donna.george@morganstanley.com,,Salesforce
10899601,Inactive Investor,Neal O'Donnell,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,neal.o-donnell@jpmorgan.com,,Salesforce
149796,,Remi Charrier,,[Unknown],remicharrier020778@gmail.com,,
234276,, -,,[[Unknown]],ben.lees@smppartners.com,,
10822790,Inactive Investor,Robert Jacobsen,Financial Advisor,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,rnjacobsen@rwbaird.com,,Salesforce
10935248,Inactive Investor,Godfrey Lewis,,J.P. Morgan Securities LLC Bowie MD 15509 Annapolis Rd,godfrey.j.lewis@chase.com,,Salesforce
10974125,Inactive Investor,Taiyu Chen,,NYLIFE Securities LLC San Jose CA 25 Metro Dr,tchen2@ft.newyorklife.com,,Salesforce
11185564,Inactive Investor,Cole Driver,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,cole.driver@fidelity.com,,Salesforce
10937306,Inactive Investor,Yanilsa Pinkus,,"Raymond James & Associates, Inc.",yani.pinkus@raymondjames.com,,Salesforce
238192,, -,,[[Unknown]],modeltees@msn.com,,
6491783,,ta zono,,,sanaji3904@ezgiant.com,,Web form fillout
11052692,Inactive Investor,Sholanke Woody,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vienna VA 8075 Leesburg Pike",kaye.woody@ml.com,,Salesforce
10758745,Inactive Investor,Stephen Hett,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,stephen.hett@fidelity.com,,Salesforce
40312,,Juan Silvestre Vazquez,,Redeemersgroup,jaydedios18@icloud.com,9016436824,
10908845,Inactive Investor,Stephanie Nottelson,Financial Advisor,Edward Jones Appleton WI 2100 S Kensington Dr,stephanie.nottelson@edwardjones.com,,Salesforce
10915851,Inactive Investor,Daniel Joss,Financial Life Planner;Managing Member;Senior Wealth Advisor,Joss Brown Wealth Advisors,,,Salesforce
11092440,Inactive Investor,Elizabeth Weyel,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,elizabeth.weyel@ubs.com,,Salesforce
212708,,Grant Snyder,Financial Consultant,[Unknown],grant.snyder@equitable.com,,Advertising
9597079,,John Yung,,,jyung@redwoodim.com,,List import
11040257,Inactive Investor,Sydney Wade,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Billings MT 550 N 31st St",sydney.wade@ml.com,,Salesforce
11209002,Inactive Investor,Nicky Witte,,"Osaic Wealth, Inc. Watertown WI 535 Milford St",,,Salesforce
10983035,Inactive Investor,Zachary Perry,Financial Planning Specialist,"Ameriprise Financial Services, LLC Raleigh NC 4030 Wake Forest Rd",zachary.perry@ampf.com,,Salesforce
11189490,Inactive Investor,Patrick Mulhern,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",,,Salesforce
11023288,Inactive Investor,Patrick Gierke,,"Acrylic Financial, Inc. Crystal Lake IL 1145 Mitchell Ct",patrick@acrylicfinancial.com,,Salesforce
321811,,Joaquim Ribeiro,Mr,Jbribeurophotography.com,quimribas33@hotmail.com,,Manual List Upload
9541999,,Iwu Stanley,,,izustan700@gmail.com,,List import
10358283,,Ogbodo Ifeanyi,,,gazaofficialsboard@gmail.com,,Web Form Fillout
11174433,Inactive Investor,Eoin Walsh,,J.P. Morgan Securities LLC Washington MI 8555 26 Mile Rd,eoin.p.walsh@jpmorgan.com,,Salesforce
11177434,Inactive Investor,David Osterbrock,Financial Advisor,LPL Financial LLC Covington KY 1717 Dixie Hwy,david.osterbrock@lpl.com,,Salesforce
11115465,Inactive Investor,Jeffrey Gustafson,Financial Planner,"Osaic FA, Inc. Campbell CA 2105 S Bascom Ave",jeff.gustafson@lfg.com,,Salesforce
11163458,Inactive Investor,Christopher Eissinger,,LPL Financial LLC Boulder CO 1270 Yellow Pine Ave,chris.eissinger@lpl.com,,Salesforce
9603780,,DAVID MESLAR,,,dmeslar@blockdaemon.com,,List import
9556923,,Jeffrey Weronick,,,jeffrey.weronick@suntrust.com,,List import
10488148,,David Bower,"Financial Advisor, Financial Planning Specialist, Senior Investment Management Specialist, Senior Vice President",Morgan Stanley,david.n.bower@morganstanley.com,,List Import
337605,,Michele Newland,"Managing Member, Partner","Rpm Capital Management, Llc",mnewland@rpmcapitalmgt.com,203-992-1100,Manual List Upload
11091637,Inactive Investor,Zachary Amelia,,"Northwestern Mutual Investment Services, LLC Garden City NY 1325 Franklin Ave",zachary.amelia@nm.com,,Salesforce
10894277,Inactive Investor,Mark Prosper,Manager,Avant Garde Capital,mark@avant-gardecapital.com,,Salesforce
9644145,,Ganesh Padmanabhan,,,gpadmanabhan@gmail.com,,List import
10510909,,Wes Ennis,,RBC Wealth Management,wesley.ennis@rbc.com,,List Import
11070691,Inactive Investor,Wahedda Hashami,,"Wells Fargo Clearing Services, LLC Evans GA 4363 Washington Rd",,,Salesforce
10944741,Inactive Investor,Barry Luetscher,,"Packerland Brokerage Services, Inc. Sauk City WI Private Residence",luetscherb@packerlandbrokerage.com,,Salesforce
9646213,,Ian Stuart,,,steweystewstu@gmail.com,,List import
10803098,Inactive Investor,Stephen Whitley,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",stephen.whitley@ml.com,,Salesforce
10839615,Inactive Investor,John Wesson,,Kovack Securities Inc. Mantoloking NJ Private Residence,,,Salesforce
11016160,Inactive Investor,Adam Smith,Financial Advisor,Covenant Wealth Advisors Reston VA 1768 Business Center Dr,,,Salesforce
10604623,,Adam Edwards,Principal,PEB Capital Management LLC,aedwards@pebcm.com,6144576855,List Import
11074481,Inactive Investor,Lucas Kauffman,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Lancaster PA 1717 Lititz Pike",lucas.kauffman@ampf.com,,Salesforce
238831,,elle.roeser@gmail.com Roeser,,[Unknown],elle.roeser@gmail.com,,
9637680,,Sergey Dluzhevskiy,,,sdluzhevskiy@gabelli.com,,List import
10575693,,Oscar Chen,,,chenyilv@gmail.com,,Web Form Fillout
10834447,Inactive Investor,Aaron Sarfatti,Chief Risk Officer;Director,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",aaron.sarfatti@equitable.com,,Salesforce
10790924,Inactive Investor,Sally Shi,Financial Advisor;Managing Director - Investments,Oppenheimer & Co. Inc. San Francisco CA 580 California St,sally.shi@opco.com,,Salesforce
11007022,Inactive Investor,Corina Luna,,PFS Investments Inc. Redlands CA 1235 Indiana Ct,corina.luna@primerica.com,,Salesforce
11156254,Inactive Investor,Diane Thompson-Henry,,"Equitable Advisors, LLC Woodbridge NJ 90 Woodbridge Center Dr",diane.thompson-henry@equitable.com,,Salesforce
10997560,Inactive Investor,Cameron Stacy,,"City National Securities, Inc.",cameron.stacy@cnb.com,,Salesforce
11084298,Inactive Investor,Carla Adkins,,"Osaic Wealth, Inc. Ashland KY 1536 Winchester Ave",,,Salesforce
10658148,,Danielle Frady-Luna,,,dfradyluna@financialguide.com,,List Import
11118940,Inactive Investor,Yan Feng,,LPL Financial LLC Linthicum Heights MD 971 Corporate Blvd,yan.feng@lpl.com,,Salesforce
11098215,Inactive Investor,Matthew Kelley,,Cetera Advisor Networks LLC Port Jefferson NY 1000 Main St,,,Salesforce
11069151,Inactive Investor,Ricardo Latta,,Kovack Securities Inc. Fort Lauderdale FL 1820 N Corporate Lakes Blvd,rlatta@ksifa.com,,Salesforce
1006243,Inactive Investor,Ren Roome,,Boston Millenia Partners,ren@bmpvc.com,,3rd Party Lead Gen
10929944,Inactive Investor,Thomas Johnson,,"Vanderbilt Securities, LLC",tjohnson@vanderbiltsecurities.com,,Salesforce
10978952,Inactive Investor,Haley Nguyen,Investment Advisor,Park Avenue Securities LLC Houston TX 11757 Katy Fwy,haley.nguyen@glic.com,,Salesforce
11124118,Inactive Investor,Charles Nickel,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Green Bay WI 480 Pilgrim Way",charlie_nickel@ml.com,,Salesforce
11170049,Inactive Investor,Christopher Noyalis,,LPL Financial LLC Tucson AZ 190 W Magee Rd,christopher.noyalis@lpl.com,,Salesforce
226828,, -,,[[Unknown]],billwills52@gmail.com,,Initial Salesforce Import
216188,,Robert Rehal,,GreenvillePharmacy inc,drugstore1@aol.com,7122519242,Event
9584100,,David Altman,,,daltman@hsmanage.com,,List import
9646512,,kyle choi,,,chlrhkddlf93@gmail.com,,List import
10999334,Inactive Investor,Joshua Wilcox,,"Ameritas Investment Company, LLC Rockville MD 1101 Wootton Pkwy",jwilcox@ameritas.com,,Salesforce
9568415,,Paul Barber,,,pauljbarber@hotmail.com,,List import
10768064,Inactive Investor,Lynn Brandenburg,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 60 E South Temple",,,Salesforce
10931822,Inactive Investor,David Mucciaro,Founding Partner,"Doxa Capital, LLC",david.mucciaro@doxacap.com,,Salesforce
10930199,Inactive Investor,Paul Cahill,,LPL Financial LLC Darien CT 320 Post Rd,paul.cahill@lpl.com,,Salesforce
10951475,Inactive Investor,Delia Parker,,"Bankers Life Securities, Inc.",,,Salesforce
11076831,Inactive Investor,Ryan Vest,,"Millington Investments, LLC",ryan@millingtonfa.com,,Salesforce
11117939,Inactive Investor,Andrew Frank,,"Level Four Financial, LLC Shakopee MN 238 Lewis St S",,,Salesforce
9575723,,Dan PARK,,,dhpark@hotmail.com,,List import
10970692,Inactive Investor,Scott Drake,,PFS Investments Inc. Jackson CA 24 N State Hwy 49-88,scott.drake@primerica.com,,Salesforce
9626976,,IURII GORLOV,,,yuriy@gorlov.ru,,List import
9551166,,Scott Brokaw,,,sbrokaw@lidoadvisors.com,,List import
11058616,Inactive Investor,Jason Chang,Private Client Advisor,J.P. Morgan Securities LLC New York NY 390 Madison Ave,jason.x.chang@jpmorgan.com,,Salesforce
11201464,Inactive Investor,Nikhil Sundaram,,Morgan Stanley New York NY 1585 Broadway,,,Salesforce
10972241,Inactive Investor,David Pugliese,,Park Avenue Securities LLC Woodcliff Lake NJ 50 Tice Blvd,david_pugliese@glic.com,,Salesforce
10834991,Inactive Investor,Bonnie Courtney,Chief Compliance Officer;Client Service Specialist;Member;Operations Manager,"Cambridge Financial Group, LLC",,,Salesforce
10917666,Inactive Investor,David Donohoe,Principal,PNC Investments,david.donohoe@pnc.com,,Salesforce
11161478,Inactive Investor,Thomas Reeves,,"Allstate Financial Services, LLC Alpharetta GA 440 Prospect Pl",mattreeves@allstate.com,,Salesforce
11014919,Inactive Investor,Bryan Rockey,,"FBL Marketing Services, LLC Hiawatha KS 600 Oregon St",bryan.rockey@fbfs.com,,Salesforce
10779599,Inactive Investor,John Arceri,Area Manager,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,john.a.arceri@citigroup.com,,Salesforce
10825988,Inactive Investor,Wanda Decker,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Orlando FL 300 S Orange Ave",wanda.decker@ampf.com,,Salesforce
11071878,Inactive Investor,Ethan Armstrong,,"Raymond James Financial Services, Inc. Ottawa IL 1410 Aquarius Cir",ethan.armstrong@raymondjames.com,,Salesforce
9602345,,Alexander Feldman,,,afeldman31@gmail.com,,List import
10908063,Inactive Investor,Maxwell Morais,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,maxwell.morais@morganstanleypwm.com,,Salesforce
10952333,Inactive Investor,Paul Glidewell,,LPL Financial LLC Missoula MT 1750 South Ave W,paul.glidewell@lpl.com,,Salesforce
10972632,Inactive Investor,Jonathan Harnden,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_harnden@vanguard.com,,Salesforce
10891396,Inactive Investor,Nancy Romero Ramirez,,J.P. Morgan Securities LLC Bellevue WA 10885 NE 4th St,,,Salesforce
9636622,,Ralph Boyd,,,rsamuel@alleghenyinvestments.com,,List import
9557099,,Ronald Solis,,,rsolis@ledgerstatcapital.com,,List import
9598835,,Neil Rubenstein,,,neilr2005@yahoo.com,,List import
11139267,Inactive Investor,Thomas Leone,,"Ameriprise Financial Services, LLC Hingham MA 99 Derby St",thomas.leone@ampf.com,,Salesforce
11154099,Inactive Investor,Matthew Smith,Financial Advisor,"Ameriprise Financial Services, LLC Corning NY 8 Denison Pkwy E",,,Salesforce
10767790,Inactive Investor,James Lamoree,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,james.lamoree@morganstanley.com,,Salesforce
9590446,,Hamed Rezaei,,,meisto90@yahoo.com,,List import
11131274,Inactive Investor,Patricia Drpich,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",patricia_drpich@ml.com,,Salesforce
11236265,Inactive Investor,Francis Beam,,"CapFinancial Securities, LLC. Wilmington NC 5535 Currituck Dr",,,Salesforce
11230334,Inactive Investor,Mark Longin,,NYLIFE Securities LLC Wayne PA 595 E Swedesford Rd,mblongin@ft.newyorklife.com,,Salesforce
11101741,Inactive Investor,George Kramer,,"Northwestern Mutual Investment Services, LLC Erie PA 4 W 34th St",george.kramer@nm.com,,Salesforce
11035156,Inactive Investor,Lucian Lobelkarimi,Chief Executive Officer,Luke Capital,,,Salesforce
11163904,Inactive Investor,Jimmy Cox,,"Osaic Wealth, Inc. Wichita KS 2230 N Ridge Rd",,,Salesforce
10960321,Inactive Investor,Erika Carlson,,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,erika.carlson@morganstanleypwm.com,,Salesforce
11221298,,Donald Clephane,,,dclephane@oaktreesecurities.net,,List Import
10983408,Inactive Investor,Brandon Wilson,Financial Advisor,Park Avenue Securities LLC Mount Pleasant SC 1036 Lansing Dr,brandon_wilson@glic.com,,Salesforce
11138017,Inactive Investor,M Goodman,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",joseline.goodman@nm.com,,Salesforce
10866907,Inactive Investor,Daryl Seaton,Founder;Managing Director;President;Regulatory Contact,Sowell Management,daryl.seaton@sowellmanagement.com,,Salesforce
10989006,Inactive Investor,Justin Miguel,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",justin.miguel@nm.com,,Salesforce
11008577,Inactive Investor,Kevin Gunning,,Commonwealth Financial Network Needham Heights MA 197 1st Ave,kgunning@commonwealth.com,,Salesforce
10616751,,Paul Goodworth,,,paul.goodworth@lpl.com,,List Import
11039055,Inactive Investor,Marshatta Johnson,,PFS Investments Inc. Flowood MS 3900 Lakeland Dr,,,Salesforce
9605670,,Heidi Barnes,,,hbarnes@hfw1.com,,List import
10648052,,Kyle Shelley,,,kyle.shelley@edgerockwealth.com,,List Import
10997543,Inactive Investor,Peter Kim,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,peter.x.kim@chase.com,,Salesforce
10777389,Inactive Investor,Jeffrey Furest,Chief Compliance Officer;Financial Coach;President,"First Financial Coaching, Inc.",jefffurest@yourfinancialcoach.com,,Salesforce
11131462,Inactive Investor,Derek Layman,,Cetera Advisor Networks LLC Rocky Mount VA 377 Franklin St,laymand@ceteranetworks.com,,Salesforce
10831705,Inactive Investor,Stephen Goucher,,"FBL Marketing Services, LLC Peoria AZ 9051 W Kelton Ln",stephen.goucher@fblfinancial.com,,Salesforce
11180777,Inactive Investor,Sarah McBride,Client Relationship Manager;Senior Vice President,"First Horizon Advisors, Inc. Germantown TN 7640 Poplar",smcbride@firsthorizon.com,,Salesforce
10508197,,Franco Tucciarelli,,GWM Partners,franco@gwmpx.com,,List Import
9607260,,Naudira Syifa,,,jamerabe27@gmail.com,,List import
9618553,,Andy Webb,,,awebb@highlandassoc.com,,List import
11063130,Inactive Investor,Tammera Prouty,Financial Advisor;Partner;Vice President,EP Wealth Advisors Mount Vernon WA 1111 Cleveland Ave,tprouty@epwealth.com,,Salesforce
11114212,Inactive Investor,Robert Bober,Financial Advisor,Edward Jones Valparaiso IN 2000 Comeford Rd,robert.bober@edwardjones.com,,Salesforce
9623036,,Volodymyr Holovenskyi,,,holovenskyi@gmail.com,,List import
10907988,Inactive Investor,Kiran Bora,,"Farmers Financial Solutions, LLC Saratoga Springs NY 178 Elm St",kbora@farmersagent.com,,Salesforce
10799148,Inactive Investor,Robert Cotter,Branch Manager;Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Worcester MA 100 Front St",robert.cotter@wellsfargoadvisors.com,,Salesforce
9565114,,Mary Beth Evens,,,marybethevens@icloud.com,,List import
10616040,,William Harris,,,william.j.harris@ampf.com,,List Import
10852881,Inactive Investor,Pamela Ruemmele,,PFS Investments Inc. West Des Moines IA 1000 73rd St,lule4@primerica.com,,Salesforce
10776644,Inactive Investor,David Snyder,Associate Vice President - Wealth Management;Financial Advisor,Morgan Stanley Charleston WV 500 Lee St E,david.w.snyder@morganstanley.com,,Salesforce
9577970,,Lee Lakey,,,lee.lakey@valic.com,,List import
232817,, -,,[Unknown],lblile7552@gmail.com,,
10966996,Inactive Investor,Jason Dennis,,"Ameritas Investment Company, LLC Cincinnati OH 11503 Deerfield Rd",jdennis@ameritas.com,,Salesforce
10810257,Inactive Investor,Johnston Norris,Shareholder,Cozad Asset Management Inc,johnston@cozadassetmgmt.com,,Salesforce
11092901,Inactive Investor,Cathy Keen,Private Banker;Senior Vice President,"UMB Financial Services, Inc. Saint Louis MO 2 S Broadway",,,Salesforce
9620721,,John Notificator,,,john.notificator@gmail.com,,List import
9585743,,Jose Minaya,,,jminaya@tiaa.org,,List import
11113706,Inactive Investor,Maria Messimer,,"Farmers Financial Solutions, LLC Kelseyville CA 5375 Main St",mmessimer@farmersagent.com,,Salesforce
11128157,Inactive Investor,Harvey Greenberg,,Cetera Advisors LLC Warner NH 19 Burnt Hill Rd,harvey.greenberg@ceteraadvisors.com,,Salesforce
9548891,,Ken Hsu,,,ken.hsu@surveyor-capital.com,,List import
11033109,Inactive Investor,Eliot Kairys,Financial Advisor,"Ameriprise Financial Services, LLC Boulder CO 4440 Arapahoe Ave",eliot.c.kairys@ampf.com,,Salesforce
142002,,William Brems,,"Fifth Third Securities, Inc.",bill.brems@53.com,513-741-6300,
11183785,Inactive Investor,William Wisgerhof,,"Wells Fargo Advisors Financial Network, LLC Minneapolis MN 90 S 7th St",william.wisgerhof@wellsfargoadvisors.com,,Salesforce
10801210,Inactive Investor,Patrick Sneed,Financial Advisor,Edward Jones Florence AL 667 Cox Creek Pkwy,patrick.sneed@edwardjones.com,,Salesforce
10876083,Inactive Investor,Augustine Okoye,Client Associate,Rockefeller Financial LLC Saratoga Springs NY 321 Broadway,aokoye@rockco.com,,Salesforce
11193149,Inactive Investor,Lucas McCarville,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
11021593,Inactive Investor,Vishesh Anandjee,,Goldman Sachs & Co.,,,Salesforce
10783684,Inactive Investor,Osmin Rivera Saad,,Goldman Sachs & Co.,,,Salesforce
10952357,Inactive Investor,Joshua Mercer,,"Allstate Financial Services, LLC Chicago IL 2101 W 95th St",a0a1074@allstate.com,,Salesforce
10881112,Inactive Investor,Moises Flores,,PNC Investments El Paso TX Private Residence,moises.flores@pnc.com,,Salesforce
9545594,,Robert Anderson,,,rob.anderson@securitiesamerica.com,,List import
11237935,Inactive Investor,Robert Livingston,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",rlivingston@performancetrust.com,,Salesforce
10756562,Inactive Investor,Michael Foley,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",michael_foley@ml.com,,Salesforce
11049188,Inactive Investor,Eduardo Pieta,Director;Private Banker,Citigroup Global Markets Inc.,,,Salesforce
9586885,,Nicole Simon,,,nicole.simon@kestrafinancial.com,,List import
209920,,Waylan Trieu,,[Unknown],wtrieu@iconiqcapital.com,,
9565641,,Ed Roth,,,edward.roth@raymondjames.com,,List import
9550724,,James Connelly,,,jconnelly@financialengines.com,,List import
11079774,Inactive Investor,Reynaldo Socorro Fanjul,,J.P. Morgan Securities LLC Miami FL 10301 S Dixie Hwy,reynaldo.socorro@chase.com,,Salesforce
11149263,Inactive Investor,Patrick Olski,,"Northwestern Mutual Investment Services, LLC Wellesley Hills MA 93 Worcester St",patrick.olski@nm.com,,Salesforce
11195116,Inactive Investor,Matthew Foss,Associate Vice President;Financial Advisor;Senior Financial Associate,"RBC Capital Markets, LLC Naples FL 800 Laurel Oak Dr",matthew.foss@rbc.com,,Salesforce
10807271,Inactive Investor,Ryan Lotspeich,,"Wells Fargo Clearing Services, LLC Petaluma CA 125 Western Ave",ryan.lotspeich@wellsfargoadvisors.com,,Salesforce
171694,,John Barrett,,[Unknown],jbarrett@clubproperties.com,,
10984539,Inactive Investor,Robert Sherwood,,"Sabadell Securities USA, Inc.",,,Salesforce
11018666,Inactive Investor,James Desmond,Paraplanner,"Ameriprise Financial Services, LLC Henrico VA 3951 Westerre Pkwy",james.desmond@ampf.com,,Salesforce
11173392,Inactive Investor,Douglas Braun,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10830906,Inactive Investor,Tammy Spradlin,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Roanoke VA 110 Franklin Rd SE,tspradlin@janney.com,,Salesforce
9594016,,Ian Cully,,,ian@aspirewealtharchitects.com,,List import
11003908,Inactive Investor,Michael Starr,,J.P. Morgan Securities LLC,michael.starr@jpmorgan.com,,Salesforce
11156805,Inactive Investor,Carla Forsyth,,LPL Financial LLC Red Bank NJ 188 E Bergen Pl,carla.forsyth@lpl.com,,Salesforce
334494,,Justin Kaufman,,Sjhl Financial Group,jkaufman@sjhl.com,620-241-1826,Manual List Upload
9605304,,Donald Ellenberger,,,dellenberger@federatedinv.com,,List import
10916600,Inactive Investor,Walter Magana,,"Principal Securities, Inc. Austin TX 4718 Duval St",magana.walter@principal.com,,Salesforce
11042549,Inactive Investor,Ryley Tennyson,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 576 Bielenberg Dr",ryley.j.tennyson@nm.com,,Salesforce
11131315,Inactive Investor,Joseph Sigismondi,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11011398,Inactive Investor,Amber Leach,Financial Consultant,"Equitable Advisors, LLC Morristown NJ 10 Madison Ave",amber.leach@equitable.com,,Salesforce
11232488,Inactive Investor,Matthew Sebenoler,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
11198418,Inactive Investor,Robert Sayler,Branch Manager;Wealth Advisor,"SeaCrest Wealth Management, LLC Rapid City SD 219 Founders Park Dr",rsayler@seacrestwm.com,,Salesforce
11228868,Inactive Investor,Neha Sharma,,J.P. Morgan Securities LLC Pacific Grove CA 170 Country Club Gate Ctr,neha.sharma@jpmorgan.com,,Salesforce
9597622,,Robert Orr,,,rorr@sandtoncapital.com,,List import
11071084,Inactive Investor,Harold Hagy,,LPL Financial LLC Sciota PA 2331 Rte 209,harold.hagy@lpl.com,,Salesforce
10906852,Inactive Investor,Nicholas Obirek,,J.P. Morgan Securities LLC The Villages FL 2435 Burnsed Blvd,,,Salesforce
10612863,,Vasilios Ageletopoulos,Financial Advisor,,vasili.x.ageletopoulos@ampf.com,,List Import
9625181,,Michael Finch,,,mikefinch615@gmail.com,,List import
11210554,Inactive Investor,Megan Decot,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",megan.newsome@nm.com,,Salesforce
10657904,,Felicia Alstork,,,falstork@primerica.com,,List Import
10906013,Inactive Investor,Raza Hashmi,Owner,"ShariaPortfolio, Inc.",,,Salesforce
9583563,,Joshua Nabatian,,,jnabatian@arcadiainvestments.com,,List import
11192484,Inactive Investor,Vincent Marino,,Santander Securities LLC Manhasset NY 1420 Northern Blvd,vmarino@santander.us,,Salesforce
9628736,,Liyah Coleman,,,liyahcoleman3@gmail.com,,List import
221043,,Rory Rausch,,[Unknown],rory123@romanrausch.eu,,Direct
11260792,Inactive Investor,Jack Bridgeman,,"HighTower Securities, LLC",jbridgeman@hightoweradvisors.com,,Salesforce
11004627,Inactive Investor,Nathan Williams,,"Kestra Investment Services, LLC Minneapolis MN 505 Hwy 169 N",nathan.williams@nfp.com,,Salesforce
10967078,Inactive Investor,Jacob Carey,Financial Advisor,Edward Jones Elberton GA 314 Elbert St,jacob.carey@edwardjones.com,,Salesforce
10863330,Inactive Investor,Leigh Kane,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",leigh.kane@raymondjames.com,,Salesforce
341242,,Alex Condrell,,Monroe Capital Management Advisors Llc,acondrell@monroecap.com,312-258-8300,Manual List Upload
11163304,Inactive Investor,Diana Whitaker,Financial Professional,LPL Financial LLC Great Falls MT 300 Central Ave,diana.whitaker@lpl.com,,Salesforce
9612424,,Peter Racine,,,peteracine57@gmail.com,,List import
10936478,Inactive Investor,Michael Webb,,LPL Financial LLC Altoona PA 301 W Plank Rd,michael.webb@lpl.com,,Salesforce
10827044,Inactive Investor,Keith McGuire,Investment Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
10849653,Inactive Investor,Brenda Davis,Financial Advisor,Edward Jones Abilene TX 13 Hospital Dr,brenda.davis@edwardjones.com,,Salesforce
10690806,,Justine Bermudez,,,justinerexmarketing@gmail.com,,Web Form Fillout
11084114,Inactive Investor,Christopher Vining,,Empire Asset Management Company,cvining@empiream.com,,Salesforce
9622395,,Mohamed Amer,,,mohamed11amer22@gmail.com,,List import
10486898,,Timothy Wilson,"Senior Vice President, Wealth Management Advisor","Merrill Lynch, Pierce, Fenner & Smith Incorporated",t_wilson@ml.com,,List Import
153055,,Kevin Rush,,[Unknown],kevinrush2@gmail.com,,Paid Social
69167,,Jennifer Hawkins,,Na,jennhawkins3@yahoo.com,17327731799,
11209607,Inactive Investor,Kirby Vance,Team Leader,Edward Jones Carlyle IL Private Residence,kirby.vance@edwardjones.com,,Salesforce
11185150,Inactive Investor,Marilyn Milne,Financial Advisor,Edward Jones Renton WA 14274 SE 176th St,marilyn.milne@edwardjones.com,,Salesforce
11136183,Inactive Investor,Gaye Gandy,,LPL Financial LLC Mobile AL 820 S University Blvd,gaye.gandy@lpl.com,,Salesforce
9646945,,Selahattin CAVLAK,,,cavlakselahattin@gmail.com,,List import
10914367,Inactive Investor,Alain Siaka Foiding,,"U.S. Bancorp Investments, Inc. Los Angeles CA 633 W 5th St",alain.foiding@usbank.com,,Salesforce
9554050,,Mohd Faizal,,,mohdfaizalmoktar003@gmail.com,,List import
10860467,Inactive Investor,Fredrick Tribble,,"Raymond James & Associates, Inc. The Villages FL 2631 W Torch Lake Dr",grant.tribble@raymondjames.com,,Salesforce
9645414,,Joseph f Mello,,,joenightowl@hotmail.com,,List import
9574970,,Gregg Johnson,,,gregg.johnson@securitiesamerica.com,,List import
10973378,Inactive Investor,Eric Rude,,NYLIFE Securities LLC Billings MT 401 N 31st St,erude@ft.newyorklife.com,,Salesforce
10915464,Inactive Investor,Christopher Melvin,,"Samuel A. Ramirez & Company, Inc.",christopher.melvin@ramirezco.com,,Salesforce
11204468,Inactive Investor,Jeffrey Seuferling,Regional Vice President,"Trilogy Capital, Inc. Corona CA 980 Montecito Dr",jeff.seuferling@trilogyfs.com,,Salesforce
10796432,Inactive Investor,Robert Russo,Assistant Vice President;Investment Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",robert.russo@ml.com,,Salesforce
11162198,Inactive Investor,David Godinez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",david.godinez@ml.com,,Salesforce
9583598,,Michael Hadley,,,hadley.mike@principal.com,,List import
11036936,Inactive Investor,Alla Mikhno,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",alla.mikhno@nm.com,,Salesforce
11072421,Inactive Investor,Amar Gogia,Financial Advisor,"Wells Fargo Clearing Services, LLC Harrisonburg VA 2011 Evelyn Byrd Ave",amar.gogia@wellsfargoadvisors.com,,Salesforce
11141355,Inactive Investor,Nicholas Nave,,"Allstate Financial Services, LLC",nicholasnave@allstate.com,,Salesforce
9615759,,Elvis Zuniga,,,musicaddictionrulz@yahoo.com,,List import
11193436,Inactive Investor,Richard Umbarger,Senior Vice President - Investments,"Raymond James & Associates, Inc. Newport Beach CA 660 Newport Center Dr",rick.umbarger@raymondjames.com,,Salesforce
10881955,Inactive Investor,Matthew Cafferata,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9617535,,Zm X,,,bitshares@139.com,,List import
5628675,,Joyce Wong,,,joyceprosperity@yahoo.com,,Web Form Fillout
117030,,William Holliday,Certified Financial Planner,"Aio Financial, Llc",bill@aiofinancial.com,520-325-0769,Manual List Upload
1006005,Inactive Investor,Ira Rapaport,Portfolio Manager,New England Private Wealth Advisors,ira.rapaport@nepwealth.com,(781) 416-1701,
11077891,Inactive Investor,Michael Iacampo,,"American Global Wealth Management, Inc. Naples FL 1016 Collier Center Way",,,Salesforce
11084035,Inactive Investor,Christopher Siverson,Wealth Manager,"ICA Group Wealth Management, LLC Fargo ND 3050 Sienna Dr S",christopher.siverson@icadvisorgroup.com,,Salesforce
11108202,Inactive Investor,Zachary Velcofsky,Financial Advisor,"Ameriprise Financial Services, LLC Stratford CT 6580 Main St",zachary.velcofsky@ampf.com,,Salesforce
10838481,Inactive Investor,Lisa Herber,,State Farm VP Management Corp. Richardson TX 1415 State St,lisa.herber.crn3@statefarm.com,,Salesforce
11113571,Inactive Investor,Randall Simpson,,"The Investment Center, Inc. Swansboro NC Private Residence",rsimpson@investmentctr.com,,Salesforce
10989046,Inactive Investor,Molly Rinefort,,Fidelity Brokerage Services LLC Larkspur CA 601 Larkspur Landing Cir,,,Salesforce
11211428,Inactive Investor,Lisa Lagorio,,"Osaic Wealth, Inc. Livermore CA 2240 3rd St",,,Salesforce
11238640,Inactive Investor,Rodney Boone,,"Dw Management Services, LLC",rod@dwhp.com,,Salesforce
206689,,Ken Coniglio,,[Unknown],kc@pwafinancial.com,,
10753493,Inactive Investor,Steven Rivard,Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Cincinnati OH 5905 E Galbraith Rd",steven.m.rivard@ampf.com,,Salesforce
10646432,,Jacqueline Johnson,,,jackie.johnson@rbc.com,,List Import
11018163,Inactive Investor,Christian Allen,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",christian.allen@raymondjames.com,,Salesforce
11118063,Inactive Investor,Robert Danstrom,Financial Planner,LPL Financial LLC Oak Park IL Private Residence,bob.danstrom@lpl.com,,Salesforce
9603695,,Reza ESLAMI,,,vahid5748@gmail.com,,List import
10872041,Inactive Investor,Jacqueline Pence,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10833786,Inactive Investor,Gary Mittelsteadt,,PFS Investments Inc. Burnsville MN 900 W 128th St,gary.mittelsteadt@primerica.com,,Salesforce
11231758,Inactive Investor,Joseph McMahan,Financial Advisor,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,,,Salesforce
9601350,,marcin prochnicki,,,marcin.prochnicki@post.pl,,List import
10990785,Inactive Investor,Laura Knowles,,"MML Investors Services, LLC Rapid City SD 550 N 5th St",lknowles@financialguide.com,,Salesforce
9625476,,John Soria,,,jontinsor@yahoo.com,,List import
9610293,,susan wilkins,,,susanjanewilkins@gmail.com,,List import
10756940,Inactive Investor,Cynthia Van Dien,Financial Advisor,"Ameriprise Financial Services, LLC Saranac Lake NY 43 Broadway",cynthia.m.vandien@ampf.com,,Salesforce
10852192,Inactive Investor,Nancy Kornblum,Investment Advisor Representative,Commonwealth Financial Network Red Bank NJ 212 Maple Ave,kornblum@commonwealth.com,,Salesforce
10945819,Inactive Investor,Benjamin Disbrow,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Sun City AZ 9899 W Bell Rd",benjamin.disbrow@usbank.com,,Salesforce
513,,,,,gramama@yeah.net,,
10755554,Inactive Investor,Brian Spinnato,Financial Advisor,"Ameriprise Financial Services, LLC Albuquerque NM 8204 Louisiana Blvd NE",brian.j.spinnato@ampf.com,,Salesforce
10771318,Inactive Investor,Joseph Kosinski,Investment Advisor;Owner;Partner;Senior Wealth Advisor,"East End Financial Group, Inc.",planning@eefgcorp.com,,Salesforce
10921807,Inactive Investor,Alison Sabran,Financial Advisor,LPL Financial LLC Torrance CA 21250 Hawthorne Blvd,alison.sabran@lpl.com,,Salesforce
11195343,Inactive Investor,Krisha Ashton,,Morgan Stanley Toms River NJ 1433 Hooper Ave,krisha.ashton@morganstanley.com,,Salesforce
10891574,Inactive Investor,Brian Ching,,USCA Securities LLC,bching@uscallc.com,,Salesforce
11098982,Inactive Investor,Michael Rogers,Financial Advisor,Edward Jones Bethany MO 105 N 15th St,mikea.rogers@edwardjones.com,,Salesforce
338521,,Michael Chase,"Chief Operating Officer, Member, Class A Shares","Rex Capital Advisors, Llc",mchase@rexcapital.com,401-383-5370,Manual List Upload
9555224,,David Pittman,,,david.pittman@uboc.com,,List import
9587665,,Sue Mcc,,,suemcc13@gmail.com,,List import
10895395,Inactive Investor,Samuel Radogna,Financial Advisor,Morgan Stanley Easton PA 101 Larry Holmes Dr,samuel.radogna@morganstanley.com,,Salesforce
11015404,Inactive Investor,Ronald Gullett,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Bottineau ND 605 Thompson St,ron.gullett@thrivent.com,,Salesforce
10859988,Inactive Investor,David Wroblewski,Financial Advisor,LPL Financial LLC Grand Blanc MI 8275 Holly Rd,david.wroblewski@lpl.com,,Salesforce
11090772,Inactive Investor,Carla Mathias,,Cetera Advisor Networks LLC Mount Kisco NY 40 Radio Circle Dr,,,Salesforce
5252060,,Taner Gunay,,,jtanerg@gmail.com,,Web form fillout
11208353,Inactive Investor,David Hobbs,Chief Compliance Officer;Founder;Managing Member;Wealth Advisor,Hobbs Wealth Management,david@hobbswealth.com,,Salesforce
10618624,,Jeffrey Levine,,,jlevine@mesirowfinancial.com,,List Import
10796308,Inactive Investor,James Culver,Branch Manager;Financial Advisor;Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lancaster OH 109 E Main St",,,Salesforce
11138584,Inactive Investor,Marites Lariosa,,"Vanderbilt Securities, LLC",,,Salesforce
10944610,Inactive Investor,Peter Market,,"Cambridge Investment Research, Inc. Clifton VA 12644 Chapel Rd",,,Salesforce
10487720,,Michael Ross,,Integrated Advisors Network LLC,mike.ross@mylatticewealth.com,,List Import
11235427,Inactive Investor,Michael Whitmore,Senior Vice President;Wealth Advisor,Farther Englewood CO Private Residence,,,Salesforce
9627760,,Jason Nguyen,,,jason_nguyen@americancentury.com,,List import
334621,,Margaret Sullivan,COO,J.p. Morgan Securities Llc,margaret.sullivan@jpmorgan.com,800-999-2000,Manual List Upload
9607357,,Jill Steinberg,,,jsteinberg@bpadvisors.com,,List import
10932288,Inactive Investor,Laura Sullivan,,"Osaic Wealth, Inc.",,,Salesforce
11046689,Inactive Investor,Janet Leahy,Director;Market Administrative Officer,UBS Financial Services Inc. Phoenix AZ 2575 E Camelback Rd,janet.leahy@ubs.com,,Salesforce
9560459,,Wes S,,,wshulb2@gmail.com,,List import
11015419,Inactive Investor,Sanjit Khara,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",skhara@wfafinet.com,,Salesforce
9550501,,Zach Rowland,,,zacharyrowland1992@gmail.com,,List import
11014212,Inactive Investor,Brendan Garvey,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
10815704,Inactive Investor,Christine Relyea,,State Farm VP Management Corp. Staten Island NY 2391 Richmond Ave,,,Salesforce
11085031,Inactive Investor,Ray Langel,Financial Advisor;Vice President,Morgan Stanley Denver CO 1550 Market St,ray.langel@morganstanley.com,,Salesforce
10876333,Inactive Investor,David Schaffer,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
352587,,Lauri Testani,Controller,"Capital Z Partners Management, Llc",lauri.testani@capitalz.com,212-965-2456,Manual List Upload
9626412,,MacArthur Davis,,,macarthurdavis852@gmail.com,,List import
124871,,Sean Brown,Client Associate,"The Mather Group, Llc",sbrown@tetoncapital.net,1-512-333-1894,
352132,,Ivan Wanat,Head of Business Development,Newbrook Capital Advisors Lp,iwanat@newbrookcapital.com,212-916-8965,Manual List Upload
11091109,Inactive Investor,Jennifer Balazs,Field Support Governance Manager,"Wells Fargo Clearing Services, LLC Rochester NY 400 Meridian Centre Blvd",jennifer.balazs@wellsfargoadvisors.com,,Salesforce
10365420,,Alex Harris,,,alex.harris@perficient.com,,Web Form Fillout
11068200,Inactive Investor,Freddy Johnson,Client Service Associate;Financial Planning Analyst,"Ameriprise Financial Services, LLC Lexington SC 947A E Main St",,,Salesforce
372986,,Brad Foreman,,[Unknown],bforeman@gmail.com,,source
9565745,,MARK ANDREW REEVES,,,timuriegokomandanew@gmail.com,,List import
11176377,Inactive Investor,Erik Jaime,Financial Advisor,LPL Financial LLC Las Cruces NM 3791 E Lohman Ave,erik.jaime@lpl.com,,Salesforce
11085519,Inactive Investor,Theodore White,Vice President - Wealth Management,"Raymond James & Associates, Inc. The Villages FL 2631 W Torch Lake Dr",theodore.white@raymondjames.com,,Salesforce
11185921,Inactive Investor,Briana Schmidt,Registered Client Associate,"Wells Fargo Clearing Services, LLC Hopkins MN 601 Carlson Pkwy",,,Salesforce
11031669,Inactive Investor,Andrew Heatley,,"Sanctuary Securities, Inc. Southbury CT 555 Heritage Rd",aheatley@sanctuarywealth.com,,Salesforce
11162992,Inactive Investor,Jeanne Dahlin,Senior Client Associate,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",,,Salesforce
11059328,Inactive Investor,Ryan Manaker,Retirement Plan Consultant,"Sageview Advisory Group, LLC Knoxville TN 3834 Sutherland Ave",rmanaker@sageviewadvisory.com,,Salesforce
11123093,Inactive Investor,Alicia Mercier,Registered Senior Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saginaw MI 4805 Towne Centre Rd",alicia_mercier@ml.com,,Salesforce
11183617,Inactive Investor,Karleen Guercio,,"Allstate Financial Services, LLC Port Allen LA 423 Court St",karleenguercio@allstate.com,,Salesforce
9595576,,Mido emad,,,mido@midogroup.com,,List import
11001113,Inactive Investor,Alexander Denney,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,adenney01@ft.newyorklife.com,,Salesforce
10783473,Inactive Investor,Anthony Duke,,J.P. Morgan Securities LLC Prescott AZ 302 W Gurley St,anthony.t.duke@jpmorgan.com,,Salesforce
10765027,Inactive Investor,Francois Morin,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Darien CT 1020 Post Rd",francois.morin@ml.com,,Salesforce
10769783,Inactive Investor,George Wojcik,Financial Advisor,Morgan Stanley Little Falls NJ 150 Clove Rd,george.wojcik@morganstanley.com,,Salesforce
10776265,Inactive Investor,Nicholas Mink,Portfolio Management Associate,Morgan Stanley Irvine CA 1901 Main St,nicholas.mink@morganstanley.com,,Salesforce
10783030,Inactive Investor,Lori Smith,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,lori.smith@fidelity.com,,Salesforce
11207036,Inactive Investor,William Nemphos,Financial Advisor,"Ameriprise Financial Services, LLC North Haven CT 154 State St",william.r.nemphos@ampf.com,,Salesforce
11150318,Inactive Investor,Karry Maciak,,LPL Financial LLC Walnut Creek CA 1350 N Main St,karry.maciak@lpl.com,,Salesforce
10759787,Inactive Investor,Yvonne Wyckoff,Assistant Vice President;Financial Planning Specialist;Wealth Management Associate,Morgan Stanley Cincinnati OH 221 E 4th St,yvonne.wyckoff@morganstanley.com,,Salesforce
11162222,Inactive Investor,Jonathan Hollie,Financial Consultant,"First Citizens Investor Services, Inc. Danville VA 685 W Main St",jonathan.hollie@firstcitizens.com,,Salesforce
9557005,,Daryl Severson,,,dseverson@rwbaird.com,,List import
9599867,,philip thompson,,,philiet@icloud.com,,List import
204429,,Sebastian Leslie,,[[Unknown]],lesplaycool@gmail.com,,Initial Salesforce Import
11099595,Inactive Investor,Sandra Tackett,Chief Compliance Officer;President;President - Operations,"Paradiem, LLC",sandy.tackett@dunavantwealth.com,,Salesforce
11021898,Inactive Investor,Juanika Davis,,PFS Investments Inc. Baton Rouge LA 700 N 10th St,,,Salesforce
11179975,Inactive Investor,Thomas Ladd,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,thomas.ladd@ubs.com,,Salesforce
11002621,Inactive Investor,Jeffrey O'Neal,Financial Advisor,"Ameriprise Financial Services, LLC Rogers AR 2106 S 54th St",jeff.oneal@ampf.com,,Salesforce
9574182,,Penny Nash,,,pnash@indianahistory.org,,List import
11209008,Inactive Investor,Harrison Roth,,Rockefeller Financial LLC New York NY 437 Madison Ave,hroth@rockco.com,,Salesforce
11160663,Inactive Investor,Joshua Prince,Chief Compliance Officer;President,Promus Advisors,joshua@promusadvisors.com,,Salesforce
11206227,Inactive Investor,Justin Mourning,,Momentum Independent Network Inc. Colleyville TX 6224 Colleyville Blvd,justin.mourning@momentumin.com,,Salesforce
10910253,Inactive Investor,Gerald Tidwell,Financial Professional,LPL Financial LLC Durant OK 1400 W Main St,todd.tidwell@lpl.com,,Salesforce
9625008,,Xinghua Yu,,,xhyu.hit@gmail.com,,List import
9619074,,Steven Dixon,,,sdixon@dcinv.com,,List import
11152470,Inactive Investor,Kim Sando,,Commonwealth Financial Network San Diego CA 600 W Broadway,ksando@commonwealth.com,,Salesforce
11154734,Inactive Investor,Chucky Furr,,"Osaic Wealth, Inc. Greensboro NC 1301 W Wendover Ave",,,Salesforce
10787879,Inactive Investor,Chun Lin,,Commonwealth Financial Network Reading MA 2 Haven St,lin@commonwealth.com,,Salesforce
10876306,Inactive Investor,Wang Liao,Vice President,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
11165741,Inactive Investor,Daniel Whritenour,Financial Professional,"Equitable Advisors, LLC Secaucus NJ 300 Lighting Way",daniel.whritenour@equitable.com,,Salesforce
10778610,Inactive Investor,Kimberly Benko,,"Truist Investment Services, Inc. Jupiter FL 150 S US Hwy 1",kimberly.benko@truist.com,,Salesforce
200793,,Stacy Johnson,,TIAA,stacy.johnson@tiaa.org,,
10906674,Inactive Investor,Miguel Lazo,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,miguel.lazo@primerica.com,,Salesforce
229420,, -,,[[Unknown]],danisantamariaf@gmail.com,,
10942759,Inactive Investor,Jeanne Montgomery,,Money Concepts Capital Corp Hudson FL Private Residence,jmontgomery@moneyconcepts.com,,Salesforce
10914615,Inactive Investor,Bradley Chitty,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founder,"Premis Advisors, LLC",b.chitty@premisadvisors.com,,Salesforce
10919075,Inactive Investor,Virginia Wright,,"Osaic Wealth, Inc. Oklahoma City OK 7040 Forest Tree Ln",,,Salesforce
10988758,Inactive Investor,Nadia Cortes,,"Farmers Financial Solutions, LLC Austin TX 508 E Braker Ln",,,Salesforce
11179742,Inactive Investor,Dundee Gouin,,"Northwestern Mutual Investment Services, LLC Chicago IL 5307 S Hyde Park Blvd",dundee.gouin@nm.com,,Salesforce
9546922,,Jared Hicken,,,consensus2021@ldschat.com,,List import
10785222,Inactive Investor,Christopher Anderson,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9569877,,Timothy Deygoo,,,tdeygoo@firstrepublic.com,,List import
206373,,Roberto Lopez,,[Unknown],rlopez3d@yahoo.com,,
10899162,Inactive Investor,David Hunt,Chief Compliance Officer;Financial Advisor;Founder;Vice President,Hunt Wealth Management,david.hunt@huntwealthmanagement.com,,Salesforce
11139927,Inactive Investor,Wes Toups,Client Service Specialist,"Ameriprise Financial Services, LLC Thibodaux LA 132 Rue Colette",wes.toups@ampf.com,,Salesforce
11212685,Inactive Investor,Julia Greitzer,,"Raymond James & Associates, Inc. Atlanta GA 3414 Peachtree Rd NE",julia.greitzer@raymondjames.com,,Salesforce
9543249,,Agron Dushullovci,,,agrodusha@gmail.com,,List import
11019231,Inactive Investor,Ryan Alfonso,Financial Assistant,"Ameriprise Financial Services, LLC Metairie LA 3351 Severn Ave",ryan.alfonso@ampf.com,,Salesforce
10618998,,Mark Psaltis,,,mark.psaltis@morganstanley.com,,List Import
11140195,Inactive Investor,Scott Wirtz,,L.M. Kohn & Company Cedar Falls IA 209 Franklin St,,,Salesforce
11015590,Inactive Investor,Cameron Houde,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",cameron.houde@nm.com,,Salesforce
243157,,Peter Lusk,CIO,Acanto,peter.lusk@acantollc.com,19147140735,Manual List Upload
11065502,Inactive Investor,James Grande,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,james.grande@primerica.com,,Salesforce
11052544,Inactive Investor,Frantz Fils-Aime,,PFS Investments Inc. Parkville MD 8035 Harford Rd,frantzfilsaime@primerica.com,,Salesforce
231922,,Montbenon Investment Group Ltd,,[Unknown],aa@gentwo.com,,
10947320,Inactive Investor,Tiffany Stock,,"Wells Fargo Clearing Services, LLC Menifee CA 30186 Haun Rd",tiffany.a.stock@wellsfargo.com,,Salesforce
11136779,Inactive Investor,Margery Birkedal,,"Avantax Investment Services, Inc. Anchorage AK 205 E Benson Blvd",birkedalm@myavantax.com,,Salesforce
11044767,Inactive Investor,Thomas Heinlein,,State Farm VP Management Corp. Conroe TX 2912 W Davis St,tom.heinlein.b3u7@statefarm.com,,Salesforce
9606745,,Stephen Alexandre,,,salexandre@bamfunds.com,,List import
10768129,Inactive Investor,Rouf Sharkar,,PFS Investments Inc. Vienna VA 1604 Spring Hill Rd,rouf.sharkar@primerica.com,,Salesforce
10924196,Inactive Investor,Andrew Rutherford,Senior Client Service Associate,"Raymond James & Associates, Inc. Hunt Valley MD 226 Schilling Cir",andrew.rutherford@raymondjames.com,,Salesforce
10859550,Inactive Investor,Narvee Intarachote,Financial Advisor,Edward Jones Chino Hills CA 4735 Titian Ct,narvee.intarachote@edwardjones.com,,Salesforce
10975532,Inactive Investor,Luis Reyes,,PFS Investments Inc. San Marcos CA 340 Rancheros Dr,1htbb@primerica.com,,Salesforce
11127862,Inactive Investor,Courtney Nealy,,Vanguard Marketing Corporation,courtney_nealy@vanguard.com,,Salesforce
10904821,Inactive Investor,Jesus Sunga,,Wedbush Securities Inc.,jesus.sunga@wedbush.com,,Salesforce
154290,,Oliver Husband,,[Unknown],olliehusband@me.com,,
10772955,Inactive Investor,Eldon Harsin,,Commonwealth Financial Network Lynnwood WA 7231 196th St SW,eharsin@commonwealth.com,,Salesforce
7271913,,Kyle Baker,,N/A,kbaker@paycor.com,9048991625,Web Form Fillout
9647467,,Mandar Padhye,,,mandar23@gmail.com,,List import
10789641,Inactive Investor,Colby Craig,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
11194395,Inactive Investor,Joann Pacheco,Assistant Vice President;Wealth Management Associate,Morgan Stanley Westport CT 500 Post Road E,joann.pacheco@morganstanley.com,,Salesforce
11129270,Inactive Investor,Robert Zielinski,,"Coordinated Capital Securities, Inc. Brunswick OH Private Residence",bzielinski@ccsreps.com,,Salesforce
10797466,Inactive Investor,Larry Bernstein,Senior Portfolio Manager;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Westlake Village CA 2535 Townsgate Rd",larry.bernstein@wfafinet.com,,Salesforce
11012182,Inactive Investor,Lorenzo Harrison,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",lorenzo.harrison@nm.com,,Salesforce
10999502,Inactive Investor,Denise Smith,,PFS Investments Inc. Valley Stream NY 71 S Central Ave,denise.smith@primerica.com,,Salesforce
9593112,,Uryi Blinov,,,100000000fnk@gmail.com,,List import
342972,,Trevor Johnston,Deputy General Counsel,Trive Capital Management Llc,trevorjohnston@trivecapital.com,214-499-9715,Manual List Upload
343616,,Rebecca Weisel,Vice President,Lexington Partners L.p.,rlweisel@lexpartners.com,212-754-0411,Manual List Upload
9554152,,Amy Evans,,,aevans@younginvestments.com,,List import
9574664,,Noel Tshiani,,,nt@agereglobal.com,,List import
10617175,,Eric Hidalgo,,,eric.f.hidalgo@jpmorgan.com,,List Import
9577951,,Matteo Maggioni,,,mat.maggioni@gmail.com,,List import
11160546,Inactive Investor,Elizabeth D'Aleo,,"MML Investors Services, LLC New York NY 90 Park Ave",elizotte@massmutual.com,,Salesforce
10928133,Inactive Investor,Carol Kurtz,,Cetera Advisors LLC Salisbury MD 31454 Winterplace Pkwy,ckurtz@ceteraadvisors.com,,Salesforce
10889146,Inactive Investor,Zichang Liu,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,zichang.liu@jpmorgan.com,,Salesforce
191695,,Bret Alexander,,"MML Investors Services, LLC",bretalexander@financialguide.com,704-557-9678,
10820972,Inactive Investor,Michael Humenik,Vice President,PFS Investments Inc. Brooklyn NY 42 West St,michael.humenik@primerica.com,,Salesforce
11052903,Inactive Investor,James Strubberg,,Cetera Financial Specialists LLC Union MO 20 S Church St,james.strubberg@ceterafs.com,,Salesforce
10913319,Inactive Investor,Kimberly Fumo,Administrative Manager;Assistant Vice President,"Wells Fargo Advisors Financial Network, LLC Linwood NJ 201 Shore Rd",kimberly.a.fumo@wfa.com,,Salesforce
11076667,Inactive Investor,Tayler Gold,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",tayler.gold@schwab.com,,Salesforce
349192,,Robert Herman,Senior Partner,Gries Financial Llc,rherman@logixinvestment.com,216-861-1148,Manual List Upload
9558474,,Richard Chamblin,,,richard.chamblin@transamerica.com,,List import
11059273,Inactive Investor,Robert Frizell,Vice President - Investments,Brookmont Capital Management,rfrizell@brookmont.com,,Salesforce
337163,,Jeffrey Hall,"Senior Managing Director, Member",Manchester Capital Management Llc,jhall@mcmllc.com,802-362-4410,Manual List Upload
11027315,Inactive Investor,Julie Bradt,,Cetera Financial Specialists LLC Hamburg NY 5839 S Park Ave,,,Salesforce
9619931,,Tyler Dahlseide,,,tyler.dahlseide@gmail.com,,List import
11175571,Inactive Investor,David Ficarra,Tax Advisor,CPR Investments Inc,david.ficarra@cprinvestmentsinc.com,,Salesforce
10617379,,James Rosen,,,james.d.rosen@chase.com,,List Import
182954,,Greg Drobnick,,[Unknown],greg@highschooltv.com,,Other
92530,,Adam Ennis,,Truist wealth Management,adam.ennis@truist.com,(615) 463-9021,Organic Search
10754847,Inactive Investor,Lisa Jacaruso-Brennan,Client Service Associate;Portfolio Associate,Morgan Stanley Garden City NY 1200 Franklin Ave,lisa.jacaruso-brennan@morganstanley.com,,Salesforce
11232627,Inactive Investor,Marina Welding,,PlanMember Securities Corporation Winter Springs FL 1052 Willa Springs Dr,,,Salesforce
9569129,,jeff lin,,,smps8809@gmail.com,,List import
10782736,Inactive Investor,Colleen Rittenhouse,,Fidelity Brokerage Services LLC Latonia KY 100 Crosby Pkwy,colleen.hawk@fidelity.com,,Salesforce
371639,,mounang desai,,United States,mdermd@gmail.com,,Salesforce
11050626,Inactive Investor,Angela Chow,,Cetera Investment Services LLC Honolulu HI 4211 Waialae Ave,,,Salesforce
10761387,Inactive Investor,Edwin LeMasters,Senior Portfolio Manager;Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Winter Park FL 201 N New York Ave,ed.lemasters@ubs.com,,Salesforce
9594734,,Peter Roland,,,proland@canoncapital.com,,List import
11102890,Inactive Investor,Brenda Forcht,,"Voya Financial Advisors, Inc. Addison TX 15305 Dallas Pkwy",brenda.forcht@voyafa.com,,Salesforce
9546204,,CHRYSTOPHER DIZON,,,dizonchrystophercasero7@gmail.com,,List import
11207980,Inactive Investor,Peter Loritz,Chief Fiduciary Officer;Principal,"Trail Ridge Investment Advisors, LLC",peter.loritz@trailridgewm.com,,Salesforce
9598289,,Richard Jordan,,,richard@fortressestatesolutions.com,,List import
9633214,,Steven Montplaisir,,,stevemont64@hotmail.com,,List import
11032842,Inactive Investor,Andrea Vice,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reston VA 11951 Freedom Dr",andrea.vice@ml.com,,Salesforce
74808,,Simon Lövskog,,Sweden,simon@lovskog.eu,,
10778744,Inactive Investor,Lawrence Cagliostro,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",lawrence_cagliostro@ml.com,,Salesforce
199589,,stephen waite,,Excite solutions,stephenwaite@me.com,4.47885E+11,
338099,,Michael Lynch,"Vice President, Client Consultant",Cincinnati Asset Management Inc,mlynch@cambonds.com,513-554-8500,Manual List Upload
11187313,Inactive Investor,Charles Hopkins,,"Truist Investment Services, Inc. Tallahassee FL 2051 Thomasville Rd",charles.hopkins@truist.com,,Salesforce
11259904,Inactive Investor,Jack Long,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
11076016,Inactive Investor,Douglas Steinhauser,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Toledo OH 148 N Summit St",doug.steinhauser@nm.com,,Salesforce
11050353,Inactive Investor,Anna Pottle,Chief Compliance Officer;President,"Pottle Financial Services, Inc",,,Salesforce
11120344,Inactive Investor,Siew Simac,,J.P. Morgan Securities LLC New Braunfels TX 1695 W State Hwy 46,siew.simac@jpmorgan.com,,Salesforce
11219051,,George Avery,,,george.avery@invesco.com,,Other
11205290,Inactive Investor,Michael Zirolli,,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",mzirolli@financialguide.com,,Salesforce
224981,,Bob Kotz,,[Unknown],kotz2012@yahoo.com,,Direct
9631514,,reza eslamfar,,,rezaeslamfar7@gmail.com,,List import
11107443,Inactive Investor,Holly Hamana,,Morgan Stanley Woodland Hills CA 21650 Oxnard St,,,Salesforce
10894350,Inactive Investor,Gregory Long,,State Farm VP Management Corp. Huntington NY 18 W Carver St,,,Salesforce
11138541,Inactive Investor,Victoria Roberts,,Safra Securities LLC,victoria.roberts@safra.com,,Salesforce
10848419,Inactive Investor,Blake Smith,Financial Advisor,"Hantz Financial Services, Inc.",blake.smith@hantzgroup.com,,Salesforce
10929800,Inactive Investor,Dean Brewington,Financial Advisor,PNC Investments Exton PA 337 N Pottstown Pike,dean.brewington@pnc.com,,Salesforce
10860958,Inactive Investor,Angela Derle,Registered Support Assistant,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",angela.c.derle@ampf.com,,Salesforce
9555930,,Xu Zhe,,,xuzhe35@gmail.com,,List import
10809382,Inactive Investor,Paul Scavuzzo,President,"PJ Scavuzzo, Inc.",,,Salesforce
167186,,Jason M,,[Unknown],jgm604@gmail.com,,Other
7715,,Dharmaraja Krishnasamy,,Accenture,dharmakris@gmail.com,,Webinar
10619649,,John Kozuch,,,jkozuch@carsonwealth.com,,List Import
11143401,Inactive Investor,Stephen Vaccaro,Head - Private Equity;Managing Director,"Hirtle, Callaghan & Co., LLC",svaccaro@hirtlecallaghan.com,,Salesforce
10973721,Inactive Investor,Rebecca Cruz,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,rebecca.cruz@primerica.com,,Salesforce
10810928,Inactive Investor,Gregory Frencken,,State Farm VP Management Corp. Windsor MO 100 S Main St,greg.frencken.g40h@statefarm.com,,Salesforce
11031158,Inactive Investor,Catherine Henderson,,William Blair,chenderson@williamblair.com,,Salesforce
222950,,Brian Hicks,,[Unknown],brianhicks@bhreg.com,,
236643,, -,,[[Unknown]],youngbloodjoe27@gmail.com,,Advertising
9580312,,Andy Tian,,,andy.tian@asianinnovations.com,,List import
373615,,John Ciniglio,,[Unknown],jciniglio@gmail.com,,source
10846434,Inactive Investor,Thanh Nguyen,Account Officer,J.P. Morgan Securities LLC Daly City CA 5 Southgate Ave,thanh.nguyen@jpmorgan.com,,Salesforce
10763922,Inactive Investor,Raquel De Armas Perez,Private Wealth Client Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",,,Salesforce
11154851,Inactive Investor,James Bingham,,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,james.bingham@ubs.com,,Salesforce
9645256,,Nahom Tefera,,,nahomtefera89@gmail.com,,List import
11144442,Inactive Investor,Joey Huynh,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Maryland Heights MO Private Residence",joey.huynh@wellsfargoadvisors.com,,Salesforce
10620022,,Maria Scaramella,,,mscaramella@firstsecurebank.com,,List Import
10988459,Inactive Investor,Timothy Williams,,"M Holdings Securities, Inc. Birmingham AL 850 Shades Creek Pkwy",,,Salesforce
10965051,Inactive Investor,Daniel Lawrence,Financial Advisor,LPL Financial LLC Buffalo NY 1 Fountain Plz,,,Salesforce
10645733,,Scott Mccahill,,,scott.mccahill@cibc.com,,List Import
9549386,,jose luis ruiz,,,jlrevelu@gmail.com,,List import
9546538,,francisco oliva,,,folivavelez@gmail.com,,List import
8480661,,Matthew Nelsen,,NT,mn290@ntrs.com,(203) 610-1044,List Import
11024739,Inactive Investor,David Guthrie,Managing Director;Wealth Manager,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,david.guthrie@jpmorgan.com,,Salesforce
11000701,Inactive Investor,Kimberly Helm,Financial Advisor,"Quantum Financial Advisors, LLC",kimberly@quantumadvisors.com,,Salesforce
349849,,Scott Fisher,Managing Member,"Tennessee Valley Asset Management Partners, Llc",fisher.scott@lpl.com,865-226-9982,Manual List Upload
11084859,Inactive Investor,Scott McDevitt,Financial Advisor,"Wells Fargo Clearing Services, LLC Waynesboro VA 216 S Wayne Ave",scott.mcdevitt@wellsfargo.com,,Salesforce
11063501,Inactive Investor,Agustin Pozzoli,Relationship Manager,Black Toro LLC,apozzoli@blacktoro.us,,Salesforce
10862277,Inactive Investor,Henrique Filho,Elected Manager;Manager;Member;Regulatory Contact,Larch Capital Partners LLC Miami FL 600 Brickell Ave,,,Salesforce
11065868,Inactive Investor,Tonya Thompson-Wise,,PFS Investments Inc. Fort Washington MD 8507 Oxon Hill Rd,tthompson-wise@primerica.com,,Salesforce
11235273,Inactive Investor,Traci Kelly,Senior Financial Advisor,Smallwood Wealth Management Tarpon Springs FL Private Residence,tracik@smallwoodwealth.com,,Salesforce
9624949,,Fernando Garcia,,,garciaemp5@gmail.com,,List import
11012901,Inactive Investor,Roan Sullivan,,Commonwealth Financial Network Old Saybrook CT 251 Main St,rsullivan@commonwealth.com,,Salesforce
9549653,,YeonHak Park,,,pekingpyh@gmail.com,,List import
11213464,Inactive Investor,Thomas De Marti,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Orange CA 765 The City Dr S",thomas.demarti@tfaconnect.com,,Salesforce
348771,,Sherli Looi,"Senior Vice President, Secretary",Garrison Bradford & Associates Inc,slooi@gbinvest.com,212-557-7440,Manual List Upload
10884756,Inactive Investor,Robert Heller,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boulder CO 2480 Canyon Blvd",,,Salesforce
11197310,Inactive Investor,Karina Rahn,,"Ameritas Investment Company, LLC",karina.rahn@ameritas.com,,Salesforce
10834881,Inactive Investor,Cameron Smith,,"Northwestern Mutual Investment Services, LLC Pittsford NY 1162 Pittsford Victor Rd",cameron.e.smith@nm.com,,Salesforce
9603915,,Ricky Siewers,,Coinmetrics,ricky@coinmetrics.io,,List import
828,,,,,amsetgras@bluewin.ch,,
9554954,,James McPartland,,,james.mcpartland@securitiesamerica.com,,
373848,,Claire Edmondson,,[Unknown],cme17977@gmail.com,,source
11229901,Inactive Investor,Caitlin Minneci,,Janney Montgomery Scott LLC Columbus OH 716 Mt Airyshire Blvd,,,Salesforce
9647035,,Victoria Khalil,,,victoria.khalil@wellsfargo.com,,List import
11157381,Inactive Investor,Meg Speece,,"Stifel, Nicolaus & Company, Incorporated Wilmington NC 2005 Eastwood Rd",,,Salesforce
11002184,Inactive Investor,Travis Mcpherson,,"N.I.S. Financial Services, Inc.",,,Salesforce
11060102,Inactive Investor,Katherine Decker,Chief Financial Officer,Resurgent Advisors,kdecker@resurgentadvisors.com,,Salesforce
10769332,Inactive Investor,Melinda Beier,Financial Advisor;Vice President,Morgan Stanley Lafayette IN 415 Columbia St,mindy.beier@morganstanley.com,,Salesforce
11186812,Inactive Investor,Elizabeth Costa,,Fidelity Brokerage Services LLC Newport Beach CA 23 Corporate Plaza Dr,,,Salesforce
11173440,Inactive Investor,Carl Fancy,Associate Financial Representative,"Northwestern Mutual Investment Services, LLC Orlando FL 1000 Legion Pl",,,Salesforce
9613914,,cynthia michele lara,,,hrhcynthiamichelelara@gmail.com,,List import
10897487,Inactive Investor,Allison Morris,,Cetera Advisor Networks LLC Pendleton SC 154 Exchange St,,,Salesforce
10929322,Inactive Investor,Joshua Reider,,"Cambridge Investment Research, Inc. Roseville CA 919 Reserve Dr",,,Salesforce
10898727,Inactive Investor,Douglas Murphy,Financial Advisor,"Ameriprise Financial Services, LLC Idaho Falls ID 900 Pier View Dr",douglas.l.murphy@ampf.com,,Salesforce
11111893,Inactive Investor,Rasheed Defense,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",rasheed.defense@tiaa.org,,Salesforce
10905085,Inactive Investor,Tricia Narine,,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2001 N Main St",tricia.h.narine@wellsfargo.com,,Salesforce
11021614,Inactive Investor,Roger Quinonez,,J.P. Morgan Securities LLC Santa Monica CA 2701 Wilshire Blvd,roger.quinonez@jpmorgan.com,,Salesforce
1001767,Inactive Investor,Mark Stevens,Managing Partner,S-Cubed Capital,mark@scubedcap.com, +1 650 234 8224,
200007,,Diana Fletcher,Financial Consultant,Vanderbilt Advisory Services,dfletcher@vanderbiltsecurities.com,631-845-5100,News & Research
9575399,,Ward McBee,,,wkmcbee@ftbadvisors.com,,List import
9568713,,Peter Hill,,,peterkinghill@gmail.com,,List import
9615872,,bodhi pinkner,,,bpinkner@gmail.com,,List import
10910599,Inactive Investor,Lance Whitney,Investment Advisor Representative,CPR Investments Inc,lance.whitney@cprinvestmentsinc.com,,Salesforce
11022947,Inactive Investor,William Britt,,State Farm VP Management Corp. Tuscumbia AL 1311 Woodmont Dr,will.britt.e1df@statefarm.com,,Salesforce
10865751,Inactive Investor,Stephen Papineau,,LPL Financial LLC Ham Lake MN Private Residence,stephen.papineau@lpl.com,,Salesforce
11174424,Inactive Investor,Nyoka Fultz,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",nyoka.fultz@schwab.com,,Salesforce
9626926,,Richárd Turcsán,,,turcsanrichard60@gmail.com,,List import
9578084,,Audi Evani,,,audievani@gmail.com,,List import
11011011,Inactive Investor,Brian Hindman,,PFS Investments Inc. Springfield MO 1911 S National Ave,bhindman@primerica.com,,Salesforce
10950852,Inactive Investor,Nolan Prendergast,Private Client Banker,J.P. Morgan Securities LLC New York NY 2 Park Ave,nolan.prendergast@jpmorgan.com,,Salesforce
10930897,Inactive Investor,Katheryne McMillan,,"Osaic Wealth, Inc. Shelton WA Private Residence",,,Salesforce
10917502,Inactive Investor,Joseph Hecht,Investment Advisor;Managing Member,JW Hecht Wealth Management LLC Phoenix AZ 1130 E Missouri Ave,joseph@jwhwealth.com,,Salesforce
4339555,Inactive Investor,Matt Kaminski,Director of Research,Dimeo Schneider & Associates LLC,mkaminski@fiallc.com,(860) 697-7443,
11137134,Inactive Investor,Brandon Sussman,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",brandon.sussman@nm.com,,Salesforce
11182341,Inactive Investor,Ashley Kulju,Financial Advisor,"Rose Capital Advisors, LLC",ashley@rosecapitaladvisors.com,,Salesforce
11127940,Inactive Investor,David Rottschafer,,"Kestra Investment Services, LLC Peachtree City GA 271 Hwy 74 N",,,Salesforce
11136457,Inactive Investor,Andrew Arigo,,"Ascensus Broker Dealer Services, LLC Lake Mary FL 300 Primera Blvd",,,Salesforce
11230020,Inactive Investor,Raymond Knuckles,,"Northwestern Mutual Investment Services, LLC Johnson City TN 208 Sunset Dr",raymond.knuckles@nm.com,,Salesforce
10979665,Inactive Investor,James Loyd,Partner;Wealth Advisor,"SignatureFD, LLC",,,Salesforce
9635265,,Laurie Kong,,,lkong@bluepointcapital.com,,List import
196438,,Richard Maier,,"Cambridge Investment Research Advisors, Inc.",rmaier@cambridgesecure.com,713-407-8365,Content
92926,,Lawrence Leitch,Chief Executive Officer,Sfg Wealth Management,lleitch@sfgmd.com,410-825-3200,Manual List Upload
11000570,Inactive Investor,Madison Kinsey,,LPL Financial LLC,,,Salesforce
809,,,,,ppp01vs@vadesecureseed.onmicrosoft.com,,
10811449,Inactive Investor,Michael Perry,Financial Advisor;Investment Officer;Managing Director - Investment Officer,"Wells Fargo Clearing Services, LLC Bellingham WA 23 Bellwether Way",mike.perry@wellsfargoadvisors.com,,Salesforce
10885522,Inactive Investor,Gregory Miller,Vice President,"VALIC Financial Advisors, Inc. Tampa FL 4300 W Cypress St",gregory.miller@valic.com,,Salesforce
10795083,Inactive Investor,Lawrence Ruzicka,,"OFG Financial Services, Inc.",kyleruzicka@ofgfinancial.com,,Salesforce
10830325,Inactive Investor,Barry Cohen,Executive Director;Financial Advisor;Senior Vice President,Morgan Stanley Winter Park FL 250 S Park Ave,michael.cohen@morganstanley.com,,Salesforce
10823190,Inactive Investor,Mark Hanna,,"Allstate Financial Services, LLC Florence SC 714 S Coit St",markhanna@allstate.com,,Salesforce
11080160,Inactive Investor,Gregg Hartman,Senior Vice President - Wealth Management,UBS Financial Services Inc. Rocky River OH 18500 Lake Rd,gregg.hartman@ubs.com,,Salesforce
10838172,Inactive Investor,Patricia Ware,,"Wells Fargo Advisors Financial Network, LLC Greensboro GA 1031 Parkside Cmns",pat.ware@wfafinet.com,,Salesforce
333718,,Jared Hoffman,Director Of Bam,"Buckingham Strategic Partners, Llc",jhoffman@bamadvisor.com,314-725-0455,Manual List Upload
11003394,Inactive Investor,Breny Salas,,J.P. Morgan Securities LLC Brooklyn NY 1697 Pitkin Ave,breny.salas@jpmorgan.com,,Salesforce
6390049,,Jaeden Schmidt,,,fritsch.dee@doyle.biz,,Web Form Fillout
9633231,,Ron Ellett,,,ronellett668@gmail.com,,List import
373823,,Felix daniel,,[Unknown],flixdee@gmail.com,,source
11190747,Inactive Investor,Corey Holliman,Wealth Manager,Creative Planning,corey.holliman@creativeplanning.com,,Salesforce
10834615,Inactive Investor,Thorp Harrison,Director;Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Louisville KY 4803 Olympia Park Plz,trharrison@rwbaird.com,,Salesforce
11209842,Inactive Investor,Brandon Blumenhorst,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC Indianapolis IN 5635 N Illinois St,brandon.d.blumenhorst@jpmorgan.com,,Salesforce
10856521,Inactive Investor,Paul Lysan,,"Centaurus Financial, Inc. Peabody MA 100 Corporate Pl",,,Salesforce
11192048,Inactive Investor,Yvonne Dean,,Fidelity Brokerage Services LLC Indianapolis IN 8480 Keystone Xing,,,Salesforce
11054289,Inactive Investor,Winston Ayala,,State Farm VP Management Corp. Richardson TX 1415 State St,winston.ayala.pbcx@statefarm.com,,Salesforce
11255477,Inactive Investor,Alan Rader,Associate Wealth Advisor,Cornerstone Wealth Management Group,alan.rader@cornerstonewealthtn.com,,Salesforce
10873018,Inactive Investor,Scott Helberg,Financial Advisor,Edward Jones Malvern AR 138 S Main St,scott.helberg@edwardjones.com,,Salesforce
11175746,Inactive Investor,Benjamin Grizzle,,Goldman Sachs & Co.,benjamin.grizzle@gs.com,,Salesforce
11102389,Inactive Investor,Anthony Olson,Founder;Investment Advisor Representative;Manager;Principal,Bonsai Financial,olson@bonsaifinancial.com,,Salesforce
9593637,,Abby Mckelvy,,,amckelvy@frmlr.com,,List import
333286,,Brad Prosper,,Xpyria Investments,prosper@xpyriainvest.com,,
10643995,,Nathan Singer,,,nathan.a.singer@jpmorgan.com,,List Import
340919,,Nora Welter,Support Manager,"Coyle Financial Counsel, Llc",nwelter@coylefinancial.com,847-441-5644,Manual List Upload
10865090,Inactive Investor,Jessa Shirman,Registered Client Service Associate,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,jessa.cruz.shirman@citi.com,,Salesforce
10884681,Inactive Investor,Roark Head,,"Concurrent Investment Advisors, LLC Fairbanks AK 100 Cushman St",,,Salesforce
11051779,Inactive Investor,Andrew Davis,Chief Compliance Officer;Director,"Schiff Wealth Advisors, LLC",adavis@schiffwealth.com,,Salesforce
10870128,Inactive Investor,Michael Schumacher,,"The Oak Ridge Financial Services Group, Inc.",mschumacher@oakridgefinancial.com,,Salesforce
10873392,Inactive Investor,Lowell Whisler,,"Packerland Brokerage Services, Inc. Altoona IA Private Residence",lowell_whisler@packerlandbrokerage.com,,Salesforce
10808372,Inactive Investor,George Marken,,Evercore Group L.L.C.,george.marken@evercore.com,,Salesforce
9612843,,Steven Jimenez,,,sajimenez344@gmail.com,,List import
11024804,Inactive Investor,Armoni Harris,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",armoni.harris@nm.com,,Salesforce
11193807,Inactive Investor,Michael Miele,,Goldman Sachs & Co. Boston MA 125 High St,michael.miele@gs.com,,Salesforce
10907449,Inactive Investor,Jin Kim,,Fidelity Brokerage Services LLC,,,Salesforce
11136263,Inactive Investor,Steven Bristol,Senior Financial Consultant,"Charles Schwab & Co., Inc. Encino CA 16000 Ventura Blvd",,,Salesforce
10955569,Inactive Investor,Janet Augustine,Vice President,"Equity Services, Inc. Cleveland OH 1422 Euclid Ave",augustine_janet@nlvmail.com,,Salesforce
11015310,Inactive Investor,Ryan Sisco,,PFS Investments Inc. Grand Rapids MI 975 3 Mile Rd NW,ryan.sisco@primerica.com,,Salesforce
11162237,Inactive Investor,Patrick Innes,,Fidelity Brokerage Services LLC Atlanta GA 4505 Ashford Dunwoody Rd NE,,,Salesforce
10849669,Inactive Investor,Nicolas Haussecker,Financial Advisor,Morgan Stanley Menlo Park CA 2882 Sand Hill Rd,nicolas.haussecker@morganstanley.com,,Salesforce
10918267,Inactive Investor,Jack Anderson,Client Support Associate,"Ameriprise Financial Services, LLC Minneapolis MN 753 Ameriprise Financial Ctr",jack.anderson@ampf.com,,Salesforce
10976272,Inactive Investor,Peter Addison,,Supreme Alliance LLC Charlotte NC 14804 Resolves Ln,paddison@supremealliancellc.com,,Salesforce
11082961,Inactive Investor,Richard Hagopian,Financial Advisor,Commonwealth Financial Network Waltham MA 890 Winter St,,,Salesforce
11041216,Inactive Investor,Demetria Carter,,State Farm VP Management Corp. Richardson TX 1415 State St,demetriacarter@statefarm.com,,Salesforce
10845269,Inactive Investor,Harold Korin,,"Avantax Investment Services, Inc. Plano TX 5409 Grasmere Dr",,,Salesforce
10913656,Inactive Investor,Raisa Macleod,Financial Advisor,Edward Jones Oviedo FL 1221 E Broadway St,raisa.macleod@edwardjones.com,,Salesforce
10883591,Inactive Investor,Jacob Leishman,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jacob.leishman@fmr.com,,Salesforce
9646383,,Vikky Vikky,,,vikastheking16@gmail.com,,List import
10752922,Inactive Investor,Eileen Tetteris,Wealth Management Associate,UBS Financial Services Inc. Boca Raton FL 1800 N Military Trl,eileen.tetteris@ubs.com,,Salesforce
9640735,,Kessaf Saim,,,kessafsaim@gmail.com,,List import
11028196,Inactive Investor,Peter Mcculloh,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,,,Salesforce
9621779,,Jordan Eakins,,,jordaneakins21@gmail.com,,List import
11025584,Inactive Investor,Ryan Phinney,Portfolio Manager,"Vail Valley Asset Management, LLC",ryan.phinney@vailvalleyam.com,,Salesforce
10875213,Inactive Investor,Stephen Lewis,,"Equity Services, Inc. Tyrone PA Private Residence",lewis_stephen@nlvmail.com,,Salesforce
10916521,Inactive Investor,Scott Hitchler,,Cetera Advisors LLC Cave Creek AZ 7100 E Cave Creek Rd,scott.hitchler@ceteraadvisors.com,,Salesforce
10961481,Inactive Investor,Adrian Engel,,"CNR Securities, LLC",adrian.engel@cnr.com,,Salesforce
10971814,Inactive Investor,Kristi Budin,,Thrivent Investment Management Inc. Sparta WI 218 S Water St,kristi.budin@thrivent.com,,Salesforce
10921291,Inactive Investor,Mwila Muntanga,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
11152074,Inactive Investor,Laurie Ebeling,,State Farm VP Management Corp. Springfield MO 2101 W Chesterfield Blvd,,,Salesforce
11057322,Inactive Investor,Morgan Goldthwaite,,The Huntington Investment Company Cuyahoga Falls OH 2305 2nd St,morgan.goldthwaite@huntington.com,,Salesforce
10781942,Inactive Investor,Matthew Lum,Financial Advisor;Vice President,HSBC Securities (USA) Inc. San Francisco CA 601 Montgomery St,matthew.lum@us.hsbc.com,,Salesforce
10942458,Inactive Investor,Bassem Mickheal,,Cetera Investment Services LLC Clifton NJ 562 Lexington Ave,bassem.mickheal@ceterais.com,,Salesforce
334082,,Daniel Madden,Vice President,Madden Funds Management,dan@maddenfunds.com,708-848-3200,Manual List Upload
9606664,,Michelle Smith,,,dropit44@msn.com,,List import
10606393,,Sanket Khanna,"Managing Principal, Portfolio Manager","Wells Fargo Advisors Financial Network, LLC",sanket.khanna@wfafinet.com,212-614-6505,List Import
10646676,,Sean Bazewicz,,,sean.bazewicz@tfaconnect.com,,List Import
10821970,Inactive Investor,Steven Taub,,Morgan Stanley,steven.taub@morganstanley.com,,Salesforce
11067962,Inactive Investor,James Hunt,Chief Investment Strategist;Vice President,PrimeTRUST Advisors LLC,jhunt@primetrustadvisors.com,,Salesforce
10767337,Inactive Investor,Kristie Brown,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",kristie.brown@ml.com,,Salesforce
47195,,Joel Hillmann,Financial Consultant,Thrivent Investment Management Inc.,joel.hillmann@thrivent.com,612-799-6750,
10822668,Inactive Investor,Douglas Hasler,,LPL Financial LLC Paris IL 600 E Jasper St,douglas.hasler@lpl.com,,Salesforce
6934052,,Ibrahim Md,,,im0575921@gmail.com,,Web form fillout
10900560,Inactive Investor,Jasen Mangrum,Financial Advisor,Prime Capital Financial,jmangrum@pciawealth.com,,Salesforce
11221815,,Hayley Nelson,,,hnelson@hcrwealth.com,,List Import
11143131,Inactive Investor,Bradford Hernandez,,"MML Investors Services, LLC Boston MA 10 Fan Pier Blvd",,,Salesforce
10841762,Inactive Investor,Steven Stefonik,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Appleton WI 4321 W College Ave",sstefonik@stifel.com,,Salesforce
9572272,,Thomas Queri,,,tqueri@financialguide.com,,List import
212850,,Paul Butzberger,,[Unknown],ptbpres@aol.com,,source
10829501,Inactive Investor,Robert King,Financial Advisor,Morgan Stanley Spartanburg SC 320 E Main St,robert.p.king@morganstanley.com,,Salesforce
11155515,Inactive Investor,Gerson Escobar,,J.P. Morgan Securities LLC Salem OR 3509 Commercial St SE,gerson.escobar@jpmorgan.com,,Salesforce
9638279,,Ronald Zazworsky,,,rzazworsky@bluearccapital.com,,List import
189309,,Jose Brizuela,,United States,kbconcrete99@gmail.com,,
11090384,Inactive Investor,John Halliburton,Wealth Advisor,"Apollon Wealth Management, LLC Atlanta GA 3525 Piedmont Rd NE",,,Salesforce
10920015,Inactive Investor,Leela Rao,Portfolio Manager;President,Goodwin Asset Management Inc.,leelarao@goodwinasset.com,,Salesforce
9634582,,Mike Baran,,,mike.baran@invesco.com,,List import
9570179,,Ralph Ryan,,,vespatony559@gmail.com,,List import
213299,,Kyle Larson,Associate Advisor,"Wealth Enhancement Advisory Services, Llc",klarson@wealthenhancement.com,206-466-6217,
54860,,John Hunter,,Lincoln Financial Advisors Corporation,john.hunter@lfg.com,724-743-6160,
9610490,,fdsaf ewewq,,,adajhksd@op.com,,List import
10967333,Inactive Investor,Kayla Rivet,Registered Administrative Associate,LPL Financial LLC Claremont NH 145 Broad St,kayla.rivet@lpl.com,,Salesforce
9554339,,Leonard Katler,,,burlen@hotmail.coml,,List import
10216623,,Adam Thomas,,,18222lake@gmail.com,,Web Form Fillout
10956830,Inactive Investor,Stephanie Sandle,Partner,"Bluestone Private Wealth, LLC Chagrin Falls OH 112 Countryside Dr",,,Salesforce
9641478,,Tonya Cater,,,tonacater123@gmail.com,,List import
10951203,Inactive Investor,Michael Gregg,President,"IMA Advisory Services, Inc.",michael.gregg@imacorp.com,,Salesforce
11017734,Inactive Investor,Liam Davis,,"Cadaret, Grant & Co., Inc. Hamburg NY 6091 S Park Ave",,,Salesforce
7775677,,神 伟,,,18075146347@163.com,,Web form fillout
221976,,Christine Yoon,,[Unknown],cyoon180@gmail.com,,
180905,,Neer Varshney,,[Unknown],neer@benzinga.com,,Organic Search
10868603,Inactive Investor,Harold Hicks,,LPL Financial LLC Ridgeland MS 613 Steed Rd,harold.hicks@lpl.com,,Salesforce
9555747,,Gary Coon,,,gary.coon@finer.com,,List import
10489786,,Anthony Saltarski,Senior Wealth Advisor,Exencial Wealth Advisors Plano TX 3930 Dallas Pkwy,austinsmith18@yahoo.com,,List Import
10610702,,Scott Weiland,,,weilandslanding@hotmail.com,,Web Form Fillout
11253925,Inactive Investor,Jess Williams,,Edward Jones Hammond LA 904 W Thomas St,,,Salesforce
10922959,Inactive Investor,Michael Bernier,Senior Wealth Advisor,Canter Wealth,mbernier@canterwealth.com,,Salesforce
10887977,Inactive Investor,Melanie Kramer,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Princeton NJ 902 Carnegie Ctr",,,Salesforce
10873384,Inactive Investor,Dwight Spence,Investment Advisor,"OneAmerica Securities, Inc. Scottsdale AZ 9375 E Shea Blvd",,,Salesforce
10859663,Inactive Investor,Richard Hebert,Co-Owner;Investment Advisor;Manager;Member,Stone Wealth Partners LLC,,,Salesforce
11009992,Inactive Investor,Scott Heath,,"Avantax Investment Services, Inc. Julesburg CO 116 Cedar St",,,Salesforce
11219790,,Jeffrey Ladouceur,,,jladouceur@seic.com,,Other
10968932,Inactive Investor,Jesse Moss,,Cetera Advisor Networks LLC Boulder CO 1634 Walnut St,,,Salesforce
11172434,Inactive Investor,Michael De Spirito,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Washington DC 1300 I St NW",mdespirito@tiaa-cref.org,,Salesforce
11010026,Inactive Investor,Rodney Hill,Financial Advisor,Thrivent Investment Management Inc. Cumming GA Private Residence,rodney.hill@thrivent.com,,Salesforce
173349,,Camille Brundidge,,[Unknown],camille.brundidge@gmail.com,,
11033580,Inactive Investor,Raymond Oakley,,"Allstate Financial Services, LLC",roakb@allstate.com,,Salesforce
1696504,,Curtis Thompson,,[Unknown],tcurtis215@gmail.com,,
11110687,Inactive Investor,Seth Stewart,Senior Financial Consultant,Stephens Nashville TN 3100 W End Ave,sstewart@stephens.com,,Salesforce
9638866,,Takeshi Hakamada,,,takeshi.hakamada@gci.jp,,List import
11051135,Inactive Investor,Kevin Chen,,J.P. Morgan Securities LLC Irvine CA 6460 Irvine Blvd,kevin.x3.chen@jpmorgan.com,,Salesforce
125567,,Bridget Bailey,Relationship Administrator,H.m. Payson,bmb@hmpayson.com,207-772-3761,Manual List Upload
10947767,Inactive Investor,Christine Reblora,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9540730,,Gregory Landegger,,The Whittemore Collection,greg.landegger@pw-inc.com,,List Import
10920969,Inactive Investor,Suzan Elder,Wealth Advisor,LPL Financial LLC Seattle WA 450 Alaskan Way S,suzan.elder@lpl.com,,Salesforce
11204144,Inactive Investor,Jerry Kirkpatrick,,"Avantax Investment Services, Inc. Centerville IA 101 W Van Buren St",jerry.kirkpatrick@avantax.com,,Salesforce
10618564,,Grant Brown,,,grant.brown@ubs.com,,List Import
11011772,Inactive Investor,Stephen Webb,,Kovack Securities Inc. Lakeland FL 124 S Florida Ave,,,Salesforce
10822275,Inactive Investor,Landon Carlisle,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Murfreesboro TN 1639 Medical Center Pkwy,llcarlisle@rwbaird.com,,Salesforce
9550078,,Daniel McCloud,,,dmccloud97@gmail.com,,List import
11231828,Inactive Investor,Grayson Kapiko,,Fidelity Brokerage Services LLC,,,Salesforce
11028205,Inactive Investor,Brandon Turner,,J.P. Morgan Securities LLC Jackson WY 500 S Hwy 89,brandon.turner@jpmorgan.com,,Salesforce
10773312,Inactive Investor,Andrea Milano,Area Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Sarasota FL 1819 Main St",andrea.milano@wellsfargoadvisors.com,,Salesforce
11163661,Inactive Investor,Gordon Hartley,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",gordon.hartley@ml.com,,Salesforce
11153623,Inactive Investor,Michael Baril,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,michael.baril@fmr.com,,Salesforce
10947155,Inactive Investor,Mason Hudnall,,Vanguard Marketing Corporation,mason_hudnall@vanguard.com,,Salesforce
119825,,Neil Resnik,Investment Advisor Representative,"Equity Services, Inc.",resnik_neil@nlvmail.com,972-380-0063,
10776936,Inactive Investor,David Oda,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,david.oda@jpmorgan.com,,Salesforce
10826441,Inactive Investor,Robert Brooks,Branch Manager;Vice President - Investments,"Raymond James & Associates, Inc. Tallahassee FL 2065 Thomasville Rd",robert.brooks@raymondjames.com,,Salesforce
11058499,Inactive Investor,Lincoln Elbe,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
11180131,Inactive Investor,Charles Hampton,,"Transamerica Financial Advisors, Inc Knoxville TN 10025 Investment Dr",charles.hampton@tfaconnect.com,,Salesforce
10611144,,Ronald Molles,Financial Advisor,,ronald.molles@equitable.com,,List Import
10963562,Inactive Investor,Supriya Pai,,"Saxony Securities, Inc. Plano TX 4512 Legacy Dr",,,Salesforce
9565072,,Timothy Martin,,,tjmartin@financialguide.com,,List import
10934188,Inactive Investor,Kimberly Contreras,Personal Banker,"Wells Fargo Clearing Services, LLC Santa Cruz CA 1975 Soquel Dr",kimberly.r.contreras@wellsfargo.com,,Salesforce
10759597,Inactive Investor,Natasha Lessard,Financial Advisor;Managing Director;Portfolio Management Director,Morgan Stanley Boston MA 28 State St,natasha.lessard@morganstanley.com,,Salesforce
11136274,Inactive Investor,Stewart Flick,Financial Representative,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11025699,Inactive Investor,Christopher Gayle,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",christopher.gayle@equitable.com,,Salesforce
10984100,Inactive Investor,Shyam Sreenivasan,Chief Compliance Officer;Chief Executive Officer;Founder,Tenjin AI Capital Advisors LLC,shyam.sreenivasan@tenjin-ai.com,,Salesforce
10793592,Inactive Investor,Kevin Feuer,Financial Advisor,"VALIC Financial Advisors, Inc. Mount Laurel NJ 307 Fellowship Rd",kevin.feuer@valic.com,,Salesforce
10615847,,Haya Deis,,,haya.deis@jpmorgan.com,,List Import
10779874,Inactive Investor,Roger Wesnitzer,Treasurer,Pinnacle West Asset Management Inc,,,Salesforce
11229144,Inactive Investor,Michael Relyea,Financial Services Representative,"Equity Services, Inc. Chicago IL 1 N Franklin St",,,Salesforce
210324,,Carl Choy,"Managing Member, CCO","Ckw Financial Group, Llc",carl.choy@ckwhawaii.com,808-629-7600,Manual List Upload
9619372,,James Carruthers,,,jcarruthers@sophoscap.com,,List import
10842354,Inactive Investor,Carlo Sestito,Financial Planner,"Pruco Securities, LLC. Manasquan NJ 2329 Hwy 34",,,Salesforce
10811463,Inactive Investor,David Hankin,,Cetera Advisors LLC Citrus Heights CA 5650 Sunrise Blvd,david.hankin@ceteraadvisors.com,,Salesforce
2227196,,Jay Fowler,,,websterjay600@gmail.com,,
1005471,Inactive Investor,Christine Moy,MANAGING DIRECTOR,JPMorgan,christine.moy@jpmorgan.com,2017045677,
9624380,,Robert Palardy,,,bob.palardy@gmail.com,,List import
10797128,Inactive Investor,David Keator,,"Raymond James Financial Services, Inc. Lenox MA 218 Main St",david.keator@raymondjames.com,,Salesforce
9606351,,Stephen Kovalcik,,,skovalcik@gmail.com,,List import
10843023,Inactive Investor,Susan Jansen,Financial Advisor,"Gateway Wealth Partners, LLC",sjansen@mygfpartner.com,,Salesforce
9628005,,Justin Rubin,,,jrubin@kasowitz.com,,List import
373016,,Abdulkareem Alawiye,,[Unknown],sunsail88@yahoo.co.uk,,source
9571104,,Ka wai Bat,,,garybat@art-well.com,,List import
9632274,,Lisa derany,,,lmderany@gmail.com,,List import
10810646,Inactive Investor,Cain Kobert,,LPL Financial LLC Englewood CO 68 Inverness Ln E,cain.kobert@lpl.com,,Salesforce
10873139,Inactive Investor,Melissa Alfsen,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Santa Rosa CA 3554 Round Barn Blvd",melissa.alfsen@stifel.com,,Salesforce
9618724,,Roger Vogel,,,rvogel@silvercrestgroup.com,,List import
9595518,,Richard Wamboldt,,,rwamboldt@heartlandfunds.com,,List import
10820827,Inactive Investor,William Morrison,,Morgan Stanley Alpharetta GA 3 Edison Dr,william.morrison@morganstanley.com,,Salesforce
10794967,Inactive Investor,Mark Smith,Financial Advisor;First Vice President;Portfolio Manager,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",mark.j.smith@rbc.com,,Salesforce
8481147,,Jesiah Adams,,Charles Schwab,jesiah.adams@schwab.com,,List Import
10941089,Inactive Investor,Logan Estes,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10753994,Inactive Investor,Julz Schwingler,,"CNR Securities, LLC",julz.schwingler@cnr.com,,Salesforce
11157543,Inactive Investor,Mark Zagurski,Director,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",mark.zagurski@mutualofomaha.com,,Salesforce
1002841,Inactive Investor,Derek Carter,Senior Investment Analyst and Portfolio Manager,Savant Capital Management,dcarter@savantcapital.com, +1 815 227 0300,Database Upload
11259926,Inactive Investor,Troy Nelson,Financial Advisor,Brighton Securities Corp.,tnelson@brightonsecurities.com,,Salesforce
10800900,Inactive Investor,Eugenie Twomey,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,eugenie.twomey@morganstanley.com,,Salesforce
9558481,,Rex Parsons,,,goqldroar@gmail.com,,List import
332468,,Ravi denhi,,[Unknown],ravidendhi@gmail.com,,
11208624,Inactive Investor,Amber Creighton,,"Kingswood Capital Partners, LLC New York NY 126 E 56th St",,,Salesforce
11182461,Inactive Investor,Nell Schiffer,Advisor;Chief Compliance Officer;Chief Operating Officer;Partner,Hill Investment Group Saint Louis MO 7701 Forsyth Blvd,nell@hillinvestmentgroup.com,,Salesforce
9547495,,John Nunnery,,,15mnunnery@gmail.com,,List import
11231420,Inactive Investor,Maria Lopez,,UBS Financial Services Inc. Miami FL 100 SE 2nd St,maria.lopezreyes@ubs.com,,Salesforce
9575875,,Anthony -,,,anthonymartin9787@gmail.com,,List import
9555039,,Craig Foscaldo,,,cfoscaldo@riproadcapital.com,,List import
9556751,,Dominic Richardson,,,dominicrichardson@eircom.net,,List import
9610198,,Felippe Santos,,,altainfinita@protonmail.com,,List import
11234970,Inactive Investor,Jared Kizer,,"The Colony Group, LLC Saint Louis MO 8182 Maryland Ave",,,Salesforce
11131152,Inactive Investor,Isabelle Dow,,Bolton Global Capital Falmouth ME 134 US Rte 1,,,Salesforce
9554366,,David Mansfield,,,david@hongkonglofts.com.hk,,List import
353379,,Christine Munn,Managing Director,Overbrook Management Corporation,cmunn@overbrook.com,(212) 661-8710,List Import
10852283,Inactive Investor,Annette Wells,Assistant Vice President;Financial Advisor,Morgan Stanley Billings MT 401 N 31st St,annette.wells@morganstanley.com,,Salesforce
11148477,Inactive Investor,Daniel Klug,Associate,Thrivent Investment Management Inc. Milton FL Private Residence,dan.klug@thrivent.com,,Salesforce
10807714,Inactive Investor,Eric Fornelius,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",eric.w.fornelius@wellsfargo.com,,Salesforce
10955800,Inactive Investor,Fletcher Allen,Financial Advisor,Edward Jones Colonial Heights VA 201 Temple Ave,fletcher.allen@edwardjones.com,,Salesforce
10982755,Inactive Investor,Anthony Basciano,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10937764,Inactive Investor,Roodmy Cesar,Financial Advisor,Edward Jones Saint James NY 542 Rte 25a,,,Salesforce
11186507,Inactive Investor,Joseph Sissel,Principal,"Principal Securities, Inc. Lutz FL 17852 N US Hwy 41",sissel.joseph@principal.com,,Salesforce
11019834,Inactive Investor,Nichol Freeman,Chief Compliance Officer;Corporate Secretary;Managing Member;Vice President,Freeman & Freeman Private Wealth Management LLC,nichol@freemanpw.com,,Salesforce
11164413,Inactive Investor,George Sarlanis,,Snowden Account Services LLC,gsarlanis@snowdenlane.com,,Salesforce
10615525,,Joseph Colasanti,Financial Advisor,,joe.colasanti@morganstanley.com,,List Import
9646873,,Kirill Kuleshov,,,kirillkuleshov@icloud.com,,List import
11222514,,Alexis Armbrust,,,aarmbrust@firstrepublic.com,,List Import
11152561,Inactive Investor,James Hennessey,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
11105415,Inactive Investor,Shadeequah Talbert,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10505807,,Kenneth cooper,Financial Advisor,US Capital Wealth Advisors,kdcooper@uscwealth.com,512-342-0202,List import
11078026,Inactive Investor,Charles Smallwood,Financial Advisor,Edward Jones Eagle CO 56 Market St,chuck.smallwood@edwardjones.com,,Salesforce
10647011,,Brian Trujillo,,,brian.trujillo@raymondjames.com,,List Import
205682,,Desmond Easterling,,[Unknown],easterlingdes@gmail.com,,source
11165253,Inactive Investor,Grant Barbour,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
235159,, -,,[[Unknown]],jim.dahlstrom@gmail.com,,Organic Search
10487885,,Patricia Hammond,,"Raymond James Financial Services Advisors, Inc",patricia.hammond@raymondjames.com,,List Import
10959188,Inactive Investor,Brian Henry,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
11171310,Inactive Investor,Nicholas Newhouse,,J.P. Morgan Securities LLC Newburyport MA 35 Storey Ave,,,Salesforce
10974754,Inactive Investor,William Leahy,,"Allstate Financial Services, LLC Mount Prospect IL 139 W Prospect Ave",williamleahy@allstate.com,,Salesforce
11011013,Inactive Investor,Ashlie Harper,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",ashlie.harper@equitable.com,,Salesforce
10780218,Inactive Investor,Michael Purcell,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,michael.purcell@gs.com,,Salesforce
352511,,James Deutsch,Partner,"Patriot Financial Manager, L.p.",jdeutsch@patriotfp.com,215-399-4650,Manual List Upload
10897029,Inactive Investor,Debra Nadeau,,LPL Financial LLC Chicago IL 1210 S Indiana Ave,debra.nadeau@lpl.com,,Salesforce
11219575,,Cameron Yusko,,,cameron.yusko@lpl.com,,Other
10965419,Inactive Investor,Connor Rainville,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",connor.rainville@ml.com,,Salesforce
10999068,Inactive Investor,Bryce Babcock,,"Farmers Financial Solutions, LLC Louisville CO 1021 E South Boulder Rd",bbabcock@farmersagent.com,,Salesforce
11015230,Inactive Investor,Jaime Morphet,,LPL Financial LLC Greenwood IN 1696 Meridian Oaks Dr,jaime.morphet@lpl.com,,Salesforce
10763767,Inactive Investor,Mark Duck,,NYLIFE Securities LLC New Iberia LA 442 E Main St,markduck@ft.newyorklife.com,,Salesforce
11180081,Inactive Investor,Jessica Lorubbio,Financial Advisor,LPL Financial LLC Goshen NY 30 Matthews St,jessica.lorubbio@lpl.com,,Salesforce
11179395,Inactive Investor,Cary Lipman,,"Truist Investment Services, Inc. Melbourne FL 1303 S Babock St",cary.lipman@truist.com,,Salesforce
245567,,Nina Szokolyai,ETF Operations Specialist,The Vanguard Group,nina_szokolyai@vanguard.com,61006693198,Manual List Upload
9565018,,Heather Goodbody,,,heatheragoodbody@gmail.com,,List import
11093574,Inactive Investor,Christopher Clackson,Associate Vice President;Financial Advisor;Vice President,"RBC Capital Markets, LLC Canonsburg PA 2400 Ansys Dr",chris.clackson@rbc.com,,Salesforce
11004844,Inactive Investor,Murilo Bortoluzzi Souza Rocha,,Jefferies LLC,mbortoluzzi-souza-rocha@jefferies.com,,Salesforce
10974783,Inactive Investor,Gary Ulam,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Denver CO 1415 Carr St",gary.ulam@usbank.com,,Salesforce
78114,,Antonios Hadjigeorgalis,Principal Consultant,Leros Capital LLC,antonios@hadji.co,,
11140284,Inactive Investor,Trent Webster,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10827004,Inactive Investor,Denis Curcio,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,denis.curcio@lpl.com,,Salesforce
9613913,,Gabriel Thireau,,,gabriel.thireau@icloud.com,,List import
11216994,,Edgar Pineda,,,edgar.pineda@equitable.com,,Other
9645275,,Brian Kraft,,,blkraft@sbcglobal.net,,List import
10907440,Inactive Investor,Kyle Falconi,,Citigroup Global Markets Inc.,kyle.falconi@citigroup.com,,Salesforce
10926298,Inactive Investor,Edward Lacombe,,Cetera Advisor Networks LLC Gainesville FL Private Residence,edward.lacombe@ceterawealth.com,,Salesforce
9565388,,Olivia Hsu,,,olivia.hsu@wealthspire.com,,List import
10489815,,Jonathan Johnson,Financial Advisor,Eagle Strategies LLC Frisco TX 2600 Network Blvd,johnsonj@nyl.com,,List import
9580982,,Michael Neuberger,,,mneuberger@cortecgroup.com,,List import
11199983,Inactive Investor,Elliot Bearden,Assistant Vice President,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11208908,Inactive Investor,William Woodson,Co-Head;Managing Director,"Cynosure Group, LLC",,,Salesforce
10606405,,Peter Orzel,"Branch Manager, Financial Advisor, First Vice President","Wells Fargo Clearing Services, LLC",peter.orzel@wellsfargoadvisors.com,516-663-5530,List Import
10837865,Inactive Investor,Louis Holmes,,NYLIFE Securities LLC Windsor CA 1330 Gumview Rd,lholmes@ft.newyorklife.com,,Salesforce
9597883,,Chris Egan,,,chris.egan@rocklandtrust.com,,List import
11169150,Inactive Investor,Denise Dunn,,"Raymond James Financial Services, Inc. Novi MI 41850 W 11 Mile Rd",denise.dunn@raymondjames.com,,Salesforce
9581939,,Bruce Goodman,,,bgoodman@sk-llc.com,,List import
10956416,Inactive Investor,Richard Hecker,,Craft Capital Management LLC,rhecker@craftcm.com,,Salesforce
9626647,,Armando Queiroz franco,,,armando@boteku.com.au,,List import
11138781,Inactive Investor,Ivan Katz,,"Raymond James Financial Services, Inc. Orlando FL 7380 W Sand Lake Rd",ivan.katz@raymondjames.com,,Salesforce
10958597,Inactive Investor,Melissa Humm,,"Osaic Wealth, Inc. Maumee OH 655 Beaver Creek Cir",,,Salesforce
11057211,Inactive Investor,Andrew Gallagher,Vice President,Morgan Stanley New York NY 101 Park Ave,andrew.gallagher2@morganstanley.com,,Salesforce
9544279,,Michael Veyette,,,michaelveyette@royalaa.com,,List import
11120809,Inactive Investor,Inez Simon,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,inez.simon@jpmorgan.com,,Salesforce
9644165,,Freddie Ranieri,,,freddieranieri14@gmail.com,,List import
11007422,Inactive Investor,Zeyu Yin,,J.P. Morgan Securities LLC Cleveland OH 14133 Cedar Rd,zeyu.yin@jpmorgan.com,,Salesforce
11154237,Inactive Investor,Daniel Kundla,,LPL Financial LLC Atlanta GA 3560 Lenox Rd NE,daniel.kundla@lpl.com,,Salesforce
10885182,Inactive Investor,Randy Graham,Financial Advisor,"Ameriprise Financial Services, LLC Draper UT 11681 S 700 E",randy.graham@ampf.com,,Salesforce
10850801,Inactive Investor,Neal McManus,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,neal.mcmanus@fidelity.com,,Salesforce
11027299,Inactive Investor,Lorena Vanegas,,PFS Investments Inc. San Antonio TX 4243 E Piedras Dr,lorena.vanegas@primerica.com,,Salesforce
10491510,,Miguel Verdias,,,mverdias@gbg.uy,,Web Form Fillout
11158171,Inactive Investor,Melanie Straughan,,Fidelity Brokerage Services LLC Plano TX 5905 Legacy Dr,melanie.straughan@fmr.com,,Salesforce
9630408,,vivek kumar,,,vivekmett@gmail.com,,List import
11222390,,Laurie Moser,,,lmoser@commonwealth.com,,List import
11100242,Inactive Investor,Caroline Hulting,,"Ameriprise Financial Services, LLC Severna Park MD 877 Baltimore Annapolis Blvd",caroline.hulting@ampf.com,,Salesforce
10915612,Inactive Investor,Andrew Fox,Chief Compliance Officer;President,"Fox Financial Services, Inc.",afox@foxfinancialservices.com,,Salesforce
10830207,Inactive Investor,Deborah Sowell-Cromartie,,"Allstate Financial Services, LLC Winston Salem NC 5199 Country Club Rd",dcromartie@allstate.com,,Salesforce
11208591,Inactive Investor,Sarah Haizlip,Financial Advisor;Senior Vice President - Client Services,Summit Asset Management LLC,sarah@summitassetmanagement.com,,Salesforce
11203602,Inactive Investor,Ravi Kumar Komari,Chief Compliance Officer;Financial Advisor;Managing Member,"Tusker Wealth Management, LLC",,,Salesforce
10766248,Inactive Investor,Kevin Frevert,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",kevin.frevert@ml.com,,Salesforce
10752726,Inactive Investor,Steve Kehoe,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boulder CO 1801 13th St,steve.kehoe@ubs.com,,Salesforce
10920576,Inactive Investor,Dean Inman,Financial Advisor,"Osaic FS, Inc. Fort Mitchell KY 211 Grandview Dr",,,Salesforce
9569958,,Christopher Scovotti,,,cscovotti@houndpartners.com,,List import
10905407,Inactive Investor,Matthew Voreh,,"Truist Investment Services, Inc. Mount Airy NC 541 N Main St",matt.voreh@truist.com,,Salesforce
9581897,,William Restis,,,restiswilliam@gmail.com,,List import
10971986,Inactive Investor,Wade Cornick,,MWA Financial Services Inc.,wade.cornick@modern-woodmen.org,,Salesforce
10920075,Inactive Investor,Robert Spears,Financial Advisor;Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",robert.spears@usbank.com,,Salesforce
11118706,Inactive Investor,Michael Szablak,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,michael.szablak@ubs.com,,Salesforce
11128847,Inactive Investor,Steven Hall,,PNC Investments Erie PA 901 State St,steven.hall@pnc.com,,Salesforce
10785477,Inactive Investor,Nathan Lucier,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,nathan.lucier@fidelity.com,,Salesforce
11062238,Inactive Investor,William Harvey,Branch Office Manager;Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Doylestown PA 106 E Court St,,,Salesforce
10867289,Inactive Investor,Christopher Foster,,Fidelity Brokerage Services LLC Scarsdale NY 799 Central Park Ave,christopher.foster@fidelity.com,,Salesforce
11151964,Inactive Investor,Adam Salazar,,Fidelity Brokerage Services LLC,,,Salesforce
11205487,Inactive Investor,Hyngghee Kim,Financial Planner,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",keithkim@financialguide.com,,Salesforce
6067759,,Joss Gantley,,,joshcollins179@yahoo.com,,Web Form Fillout
140095,,Joshua Barron,,Wealthcare Advisory Partners Llc,joshua.barron@lpl.com,248-641-7233,
10985977,Inactive Investor,Andrew Hoeniges,First Vice President;Wealth Strategist,BankPlus Wealth Advisors,andrewhoeniges@bankplus.net,,Salesforce
10611949,,Morton Tinkelman,"Executive Director - Investments, Financial Advisor",,morton.tinkelman@opco.com,,List Import
11125892,Inactive Investor,Mark Theis,Financial Advisor,"Ameriprise Financial Services, LLC Shakopee MN 1275 Ramsey St",mark.a.theis@ampf.com,,Salesforce
227101,, -,,[[Unknown]],hollowheartzclothing@gmail.com,,
11179168,Inactive Investor,Patrick Horn,,Cetera Advisors LLC Lake Forest CA Private Residence,,,Salesforce
10798551,Inactive Investor,Michael Jowdy,,LPL Financial LLC Huntington Beach CA 7777 Center Ave,michael.jowdy@lpl.com,,Salesforce
10892427,Inactive Investor,Jenny Espinoza,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,jenny.espinoza@fmr.com,,Salesforce
10813359,Inactive Investor,Robert Ferrari,,J.P. Morgan Securities LLC New York NY 277 Park Ave,robert.m.ferrari@jpmorgan.com,,Salesforce
156512,,Mark Haller,,[Unknown],mark.haller@sourceoneled.com,616-299-3469,
10887166,Inactive Investor,Chase Johnson,,"Ameriprise Financial Services, LLC Los Angeles CA 6701 Center Dr W",chase.johnson@ampf.com,,Salesforce
10830145,Inactive Investor,Susan Palkovic,,State Farm VP Management Corp. Des Plaines IL 1322 Lee St,susanpalkovic@statefarm.com,,Salesforce
10960509,Inactive Investor,Juliana Rozario,,PFS Investments Inc. Derwood MD 7642 Standish Pl,jrozario@primerica.com,,Salesforce
1002123,Inactive Investor,Nicole Solomon,Portfolio Manager,Kokino Family Office,nsolomon@kokino.com, +1 203 595 4550,
10910739,Inactive Investor,Kelly Hendricks,,MMC Securities LLC Wilbraham MA Private Residence,kelly.hendricks@mmc.com,,Salesforce
11112197,Inactive Investor,Jimmy Torres,Assistant Vice President;Wealth Relationship Manager,Citigroup Global Markets Inc. Huntington NY 349 Main St,jimmy1.torres@citi.com,,Salesforce
10944639,Inactive Investor,Shane Watson,Director;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",shane.m.watson@nm.com,,Salesforce
11233930,Inactive Investor,William Holtmann,,State Farm VP Management Corp. Oxford OH 5115 College Cor Pike,,,Salesforce
10871313,Inactive Investor,Ryan Nuttall,,"Farmers Financial Solutions, LLC Shingle Springs CA 3330 Cameron Park Dr",rnuttall1@farmersagent.com,,Salesforce
10855362,Inactive Investor,Lisa Pro,,Fidelity Brokerage Services LLC Jersey City NJ 499 Washington Blvd,,,Salesforce
10917757,Inactive Investor,John Cislo,,"Principal Securities, Inc. Charlotte NC 11215 N Community House Rd",cislo.john@principal.com,,Salesforce
10849522,Inactive Investor,Desiree Jewsbury,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,desiree.jewsbury@primerica.com,,Salesforce
11234052,Inactive Investor,Lindsay Tavano,Registered Client Associate,"RBC Capital Markets, LLC Boston MA 53 State St",,,Salesforce
11009645,Inactive Investor,Danielle Olinski,,"Northwestern Mutual Investment Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",,,Salesforce
336151,,Megan Hill,Lead Benefit Analyst,"Multnomah Group, Inc.",megan.hill@multnomahgroup.com,503-772-0159,Manual List Upload
168620,,baba bhosh,,[Unknown],trinlootoast@yahoo.com,,Paid Social
10811604,Inactive Investor,Joseph Siekierda,Financial Advisor,"Ameriprise Financial Services, LLC Adrian MI 1042 Sutton Rd",joseph.a.siekierda@ampf.com,,Salesforce
10915318,Inactive Investor,Glenn Hanzelin,,"Principal Securities, Inc. Davenport IA Private Residence",hanzelin.glenn@principal.com,,Salesforce
11037535,Inactive Investor,Robert Pakkala,,"Osaic Wealth, Inc. Woodbury MN Private Residence",,,Salesforce
11031115,Inactive Investor,Amy Crookshank,Financial Advisor,"Hornor, Townsend & Kent, LLC North Haven CT 12 Elm St",acrookshank@htk.com,,Salesforce
10776927,Inactive Investor,John Ohl,Chief Compliance Officer;Chief Executive Officer;President,Bay Colony Advisors Concord MA 91 Main St,,,Salesforce
9615714,,Jerome Byrne,,,tigerace8@yahoo.com,,List import
9595103,,John Kuykendall,,,jkuykendall@gulfcoastfinancial.net,,List import
9560571,,Eric Dearmon,,,eric.dearmon@suntrust.com,,List import
11223013,,Sarah Kelly,,,sarah@cainwatters.com,,List Import
10800504,Inactive Investor,Vassilios Grous,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,bill.grous@jpmorgan.com,,Salesforce
11030094,Inactive Investor,Grason Lanz,,"ValMark Securities, Inc. Irvine CA 8855 Research Dr",,,Salesforce
11229532,Inactive Investor,Peter Benz,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",peter.benz@nm.com,,Salesforce
9584618,,Andrew Schaser,,,andy.schaser@thrivent.com,,List import
102722,,David Rourke,President,"Strategic Planning Group, Inc.",david@spgneedham.com,781-444-9010,Manual List Upload
10771808,Inactive Investor,Stephen Smith,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11183052,Inactive Investor,James Derosa,,"Allstate Financial Services, LLC Randolph NJ 1243 Sussex Tpke",jamesderosa@allstate.com,,Salesforce
10456036,,Ursula Lytton,,,ursula.lytton@t-online.de,,Web Form Fillout
11180362,Inactive Investor,Keith Tanabe,Global Institutional Consultant;Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",keith_tanabe@ml.com,,Salesforce
11222803,,Michael Snider,,,michael.snider@merceradvisors.com,,List Import
153185,,William Garner,,[Unknown],wlgarner@ca.rr.com,,
11078119,Inactive Investor,William Braxton,,"Principal Securities, Inc. Greensboro NC 603 Dolley Madison Rd",braxton.william@principal.com,,Salesforce
11178590,Inactive Investor,Steven Wise,Managing Director,J.P. Morgan Securities LLC Dayton OH 2800 Far Hills Ave,steven.b.wise@jpmorgan.com,,Salesforce
10972281,Inactive Investor,Michael Mastrangelo,,J.P. Morgan Securities LLC Beachwood OH 22801 Chagrin Blvd,,,Salesforce
11102928,Inactive Investor,Michael Ragels,,PFS Investments Inc. Torrance CA 1327 Post Ave,michael.ragels@primerica.com,,Salesforce
337355,,Jeramie Saoud,Research Coordinator,"Mcdermott Investment Advisors, Llc",jsaoud@mcdermottadvisors.com,239-298-5263,Manual List Upload
11109032,Inactive Investor,Bradley Fitzpatrick,,PFS Investments Inc. Six Mile SC 2954 Walhalla Hwy,bradley.fitzpatrick@primerica.com,,Salesforce
10952312,Inactive Investor,Ralph Powers,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10855043,Inactive Investor,Darling Lie-Nielsen,,"Northwestern Mutual Investment Services, LLC Miami FL 201 Alhambra Cir",darling.ln@nm.com,,Salesforce
11078734,Inactive Investor,Lara Smith,,"Equity Services, Inc. Latham NY 421 Troy Schenectady Rd",lsmith@nationallife.com,,Salesforce
11031819,Inactive Investor,Michael Jones,Financial Advisor,Edward Jones Stockbridge GA 280 Country Club Dr,,,Salesforce
10791503,Inactive Investor,Marc Hertzberg,Chief Compliance Officer;President,"WBH Advisory, Inc.",mhertzberg@wbhadvisory.com,,Salesforce
11032759,Inactive Investor,Christopher Vanalstyne,Investment Advisor,"Portfolio Medics, LLC Saint Petersburg FL Private Residence",,,Salesforce
11014355,Inactive Investor,Alexander Labibi,,Citigroup Global Markets Inc.,,,Salesforce
332365,,rabia iqbal,,[Unknown],riqbal@mubadalacapital.ae,,source
10815585,Inactive Investor,Stephen Tomkins,Director - Investments;Financial Associate,Oppenheimer & Co. Inc. New York NY 777 3rd Ave,stephen.tomkins@opco.com,,Salesforce
11209331,Inactive Investor,Robert Day,,"Empower Financial Services, Inc Stanton CA Private Residence",robert.day@empower.com,,Salesforce
10835767,Inactive Investor,Charles Schreader,President,LPL Financial LLC Camp Hill PA 2204 Market St,chuck@schreaderwealthmgmt.com,17177611600,Salesforce
11078536,Inactive Investor,Robert Pollio,,"Osaic Wealth, Inc. Palm City FL 290 SW Harbor View Dr",,,Salesforce
11066560,Inactive Investor,Michael Brutout,,"Avantax Investment Services, Inc.",,,Salesforce
10752962,Inactive Investor,Theodore Khoury,,Morgan Stanley Northfield NJ 376 Tilton Rd,ted.khoury@morganstanley.com,,Salesforce
336464,,Robert Kolp,Member,"Renaissance Wealth Counsel, Llc",rkolp@renaissancewealth.net,206-399-8430,Manual List Upload
9618856,,Hal Mintz,,,hmintz@sabbymanagement.com,,List import
9571376,,Jeffrey Hamm,,,jeff@gpwealthadvisors.com,,List import
9636458,,Barbara Wood,,,barbara.wood@agilecapital.us,,List import
10774553,Inactive Investor,Sean McGee,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Morrisville PA 1040 Stony Hill Rd",sean_a_mcgee@ml.com,,Salesforce
10906206,Inactive Investor,Stevan Lyon,Financial Professional,LPL Financial LLC Carson City NV 755 N Roop St,stevan.lyon@lpl.com,,Salesforce
11078710,Inactive Investor,James Soboleski,,"Equity Services, Inc. Glastonbury CT 119-C Griswold St",soboleski_james@nlvmail.com,,Salesforce
11192290,Inactive Investor,Jennifer Aguirre,,"Outlook Wealth Advisors, LLC",jennifera@outlookwealth.com,,Salesforce
10992025,Inactive Investor,Jesus Pompa,,"Lifestyle Asset Management, Inc. Dallas TX 17950 Preston Rd",,,Salesforce
11212661,Inactive Investor,Ronald Endicott,Financial Advisor,Edward Jones Waverly OH 505 W Emmitt Ave,ron.endicott@edwardjones.com,,Salesforce
11187509,Inactive Investor,Christopher Fetzer,,LPL Financial LLC Marshall WI 218 W Main St,chris.fetzer@lpl.com,,Salesforce
11040295,Inactive Investor,Jeffrey Ricklefs,Financial Advisor,LPL Financial LLC Missoula MT 2307 Stephens Ave,jeff.ricklefs@lpl.com,,Salesforce
11125586,Inactive Investor,Gavin Burns,,"Raymond James Financial Services, Inc. Minneapolis MN 2654 Kenzie Ter",gavin.burns@raymondjames.com,,Salesforce
9635851,,Bruce Brugler,,,bbrugler@thepresidiogroup.com,,List import
342076,,Nikki Foley,Member,Paladin Financial,nikki.foley@financialpaladin.com,651-842-8406,Manual List Upload
9561795,,Douglas Fleming,,,senseidougfleming@gmail.com,,List import
10798723,Inactive Investor,Stewart Moscov,Financial Advisor,Commonwealth Financial Network Pittsford NY 179 Sullys Trl,smoscov@commonwealth.com,,Salesforce
11189424,Inactive Investor,Carolyn O'Brien,,Goldman Sachs & Co.,carolyn.obrien@gs.com,,Salesforce
222597,,Joey DePaolis,,[Unknown],depaolisjoey@gmail.com,,
11137163,Inactive Investor,Karem Said,,J.P. Morgan Securities LLC Fair Oaks CA 8859 Madison Ave,karem.said@jpmorgan.com,,Salesforce
10948971,Inactive Investor,Ernest Ranjel,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,ernest.ranjel@fidelity.com,,Salesforce
11192963,Inactive Investor,Kirk Buhr,,State Farm VP Management Corp.,kirk.buhr.j567@statefarm.com,,Salesforce
10952654,Inactive Investor,Meichen Lin,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",meichen.lin@transamerica.com,,Salesforce
10991404,Inactive Investor,Andrew Takacs,,PFS Investments Inc. Fort Lauderdale FL 100 NW 82nd Ave,atakacs@primerica.com,,Salesforce
9577435,,Sharad Vohra,,,sharad@finacre.com,,List import
10646451,,John English,,,john.english@valic.com,,List import
11079297,Inactive Investor,Yolanda Hailey,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",yolanda.hailey@ml.com,,Salesforce
11160741,Inactive Investor,Liqin Xu,,Vanguard Marketing Corporation,liqin_xu@vanguard.com,,Salesforce
10977377,Inactive Investor,Yajaira Diaz-Rocha,,Citigroup Global Markets Inc. O Fallon MO 1000 Technology Dr,,,Salesforce
11052212,Inactive Investor,Herschel Cosart,,"Osaic FS, Inc. Spring TX 5521 Louetta Rd",,,Salesforce
10803082,Inactive Investor,Kimberly Betke,Regional Vice President,PFS Investments Inc. Lake Zurich IL 365 Surryse Rd,kimberly.betke@primerica.com,,Salesforce
11184977,Inactive Investor,Maria Carvajal,Wealth Management Associate,"U.S. Bancorp Investments, Inc. Rancho Palos Verdes CA 29000 S Western Ave",maria.carvajal@usbank.com,,Salesforce
11159203,Inactive Investor,Robert Frieling,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",robert.frieling@nm.com,,Salesforce
11180396,Inactive Investor,Nancy Pyzel,,"Osaic FA, Inc. Fairfield CA 2420 Martin Rd",nancy.pyzel@lfg.com,,Salesforce
202031,,Soroush Mahdavi,,[Unknown],soroush.mahdavi@gmail.com,,Direct
10842225,Inactive Investor,Raymond Biswanger,,"Sanctuary Securities, Inc. Bloomfield Hills MI 40900 Woodward Ave",rbiswanger@sanctuarywealth.com,,Salesforce
11027091,Inactive Investor,Samantha Ultreras,,LPL Financial LLC Granger IN 13050 State Road 23,samantha.ultreras@lpl.com,,Salesforce
11096029,Inactive Investor,Roosevelt Kirby,Senior Vice President,PFS Investments Inc. Roseville CA 1200 Melody Ln,roosevelt.kirby@primerica.com,,Salesforce
10870937,Inactive Investor,William Watson,Financial Planner;Financial Professional,"Pruco Securities, LLC. Cockeysville MD 303 International Cir",morgan.watson@prudential.com,,Salesforce
9541930,,Robin Hoffpauir,,,robinhoffpauir772@gmail.com,,List import
9627885,,Fatima Argun,,,fhargun@gmail.com,,List import
9584350,,Shari Kushner,,,skushner@rooseveltmc.com,,List import
160622,,Michel ducreu,,[Unknown],drakaxdrakox@yahoo.fr,,
9626277,,Gajendra Kide,,,swayraj4040@gmail.com,,List import
11233965,Inactive Investor,Patrick Cronin,,"Osaic Wealth, Inc. Oak Brook IL 125 Windsor Dr",,,Salesforce
11181740,Inactive Investor,Michael Testa,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,michael.l.testa@morganstanley.com,,Salesforce
10995022,Inactive Investor,Hannah Herman,Investment Advisor Representative,"Key Capital Management, Inc.",,,Salesforce
10984947,Inactive Investor,Kristy Scholl,,LPL Financial LLC Jackson MI 3045 E Michigan Ave,kristy.scholl@lpl.com,,Salesforce
11186214,Inactive Investor,Lauren Morris,,State Farm VP Management Corp. Charlottesville VA 1010 Ednam Ctr,,,Salesforce
10900283,Inactive Investor,Michael Smith,,J.P. Morgan Securities LLC Dayton OH 6130 Chambersburg Rd,michael.ty.smith@chase.com,,Salesforce
10761407,Inactive Investor,Thomas Berry,Senior Vice President - Wealth Management;Wealth Advisor,UBS Financial Services Inc. Concord NH 11 S Main St,thomas.berry@ubs.com,,Salesforce
11177507,Inactive Investor,William Paladino,Managing Member;Regulatory Contact,Paladino Wealth,joe@paladinowealth.com,,Salesforce
11082172,Inactive Investor,Ryan Porter,,Vanguard Marketing Corporation,ryan_porter@vanguard.com,,Salesforce
10900600,Inactive Investor,Anthony Coyne,Regional Vice President,Householder Group Estate & Retirement Specialists Camarillo CA 2310 E Ponderosa Dr,mcoyne@householdergroup.com,,Salesforce
2529703,,Harish Panda,,,hp506643@gmail.com,,
10617601,,Timothy Werner,,,timothy.werner@wellsfargoadvisors.com,,List Import
11191121,Inactive Investor,Becca Stockdale,,"Raymond James Financial Services, Inc. Raleigh NC 3840 ED Dr",becca.stockdale@raymondjames.com,,Salesforce
11029255,Inactive Investor,Randall Mull,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10919157,Inactive Investor,Ty Richardson,Financial Advisor,Edward Jones Wichita KS 214 S Rock Rd,ty.richardson@edwardjones.com,,Salesforce
248384,,Ericko Freyre,estudiante,Universidad Nacional Mayor de San Marcos,ericko.freyre@unmsm.edu.pe,,Manual List Upload
248982,,James Wallace,Writer/journalist,KWAMAEO,j39wallace@gmail.com,,Manual List Upload
10945951,Inactive Investor,Humera Memon,,"Wells Fargo Clearing Services, LLC Miami FL 14801 S Dixie Hwy",humera.memon@wellsfargo.com,,Salesforce
10865392,Inactive Investor,Glenn Cunningham,Chief Compliance Officer;Founder;President,GC Asset Management,gacunningham@gcasset.com,,Salesforce
11073340,Inactive Investor,Henry Liu,Senior Financial Advisor;Vice President,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,hliu@aegiscap.com,,Salesforce
10822146,Inactive Investor,Lucille Houting,,"Wells Fargo Clearing Services, LLC Charleston SC 320 Broad St",lucille.houting@wellsfargo.com,,Salesforce
105315,,segundino gamus,,individual,jungam888@aol.com,6262343456,
11238227,Inactive Investor,Jenna Craver,,Arbor Investment Advisors,jennacraver@arborinvest.com,,Salesforce
10878600,Inactive Investor,Fred Forbes,,"Osaic Wealth, Inc. Palmetto FL Private Residence",fforbes@osaicwealth.com,,Salesforce
1004307,Inactive Investor,Ray Hindi,,Ray Hindi,ray@l1.digital,,3rd Party Lead Gen
2523416,,Thakur Ravindar,,,ravindrathakur67681@gmail.com,,
10795822,Inactive Investor,Alison Willig,Assistant Vice President;Business Development Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",alison.rubin@ml.com,,Salesforce
10941303,Inactive Investor,Thomas Gallagher,,"MML Investors Services, LLC Toledo OH 7659 Kings Pointe Rd",tgallagher@financialguide.com,,Salesforce
9604846,,Carolyn Coleman,,,carolynjcoleman@aol.com,,List import
11094303,Inactive Investor,Roland Pritchett,,"NewEdge Securities, Inc. Atlanta GA 309 E Paces Ferry Rd NE",,,Salesforce
11075270,Inactive Investor,Otto Guardado,Assistant Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Vancouver WA 1499 SE Tech Center Pl",otto.m.guardado@ampf.com,,Salesforce
11011585,Inactive Investor,Adam Zimmerman,Financial Advisor,Park Avenue Securities LLC Fort Myers FL 14021 Metropolis Ave,,,Salesforce
374645,,William R. Lang,,retired,blang@cox.net,3523013322,Web Form
9553989,,Curtis Raven,,,craven@nationalsecurities.com,,List import
10991077,Inactive Investor,Ryan Janus,Chief Compliance Officer;Financial Advisor;President,Janus Financial,,,Salesforce
241113,Inactive Investor,Kevin Novak,,NEPC,knovak@nepc.com,(617) 374-1300,Database Upload
10820890,Inactive Investor,Bryan Austin,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",bryan.austin@ml.com,,Salesforce
10509846,,Anthony Caruso,Head of ETF Strategy,Macquarie Asset Management,anthony.caruso@macquarie.com,,List Import
11133260,Inactive Investor,Mary Webb,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",mary_webb@ml.com,,Salesforce
10859749,Inactive Investor,Charles Geiss,,LPL Financial LLC Strongsville OH 7979 Pearl Rd,charles.geiss@lpl.com,,Salesforce
10998188,Inactive Investor,Lukas Atkins,,State Farm VP Management Corp. Glendale AZ 21610 N 35th Ave,luke.atkins.uubi@statefarm.com,,Salesforce
11081720,Inactive Investor,Roberta Dallas,Shareholder,"Steward Advisors Group, LLC",roberta@stewardadvisorsgroup.com,,Salesforce
230744,, -,,[[Unknown]],annmartin4sure@gmail.com,,
11053801,Inactive Investor,Michael Hobbs,,"Keystone Financial Group, LLC Ashland KY 1212 Bath Ave",michael.hobbs@keystoneky.com,,Salesforce
9582779,,Drew Kellerman,,,drew.kellerman@sabacapital.com,,List import
10778999,Inactive Investor,Peter Disanza,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",p.disanza@wellsfargoadvisors.com,,Salesforce
11169918,Inactive Investor,Matthew Burnett,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
9580191,,Mark Prins,,,markstockmail@gmail.com,,List import
11128564,Inactive Investor,Margot O'Neill,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",margot_oneill@ml.com,,Salesforce
10762402,Inactive Investor,Glenn Ziegler,Branch Manager;Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",glenn.ziegler@wellsfargoadvisors.com,,Salesforce
10980513,Inactive Investor,Mark Stein,Financial Services Professional,"MML Investors Services, LLC Kimball MI Private Residence",mstein@financialguide.com,,Salesforce
10985246,Inactive Investor,Wasem Elsaleh,,J.P. Morgan Securities LLC Arlington TX 1301 S Bowen Rd,wasem.elsaleh@jpmorgan.com,,Salesforce
10921899,Inactive Investor,Ben J Spagiare,Financial Consultant,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",ben.spagiare@equitable.com,,Salesforce
10833159,Inactive Investor,Megan Goodman,Client Service Associate,Morgan Stanley Bozeman MT 2200 W Main St,megan.goodman@morganstanley.com,,Salesforce
6249670,,Gonzalo Davalos,,,gdavalos@goldencapitalfx.com,,Web form fillout
11142785,Inactive Investor,Danielle Magrini,,Morgan Stanley Sea Girt NJ 2150 Hwy 35,danielle1.magrini@morganstanley.com,,Salesforce
9617928,,David Brown,,,dbrown@hawkridgellc.com,,List import
11051619,Inactive Investor,Christopher Ordway,Owner,Dynamic Wealth Advisors Phoenix AZ 1250 E Missouri Ave,cordway@dynamicwealthadvisors.com,,Salesforce
234075,, -,,[[Unknown]],tj_powell@hotmail.com,,Organic Search
10763099,Inactive Investor,Brian Miller,Chief Compliance Officer;Compliance Officer;Senior Vice President,Peninsula Asset Management Inc Bradenton FL 1111 3rd Ave W,brianm@peninsulaasset.com,,Salesforce
9548738,,Martin Bernal,,,martin.bernal@53.com,,List import
10992911,Inactive Investor,Jay Mehta,,Innovation Partners LLC,jmehta@innovationpartnersllc.com,,Salesforce
10781553,Inactive Investor,Thomas Regan,Financial Advisor;Senior Vice President,Morgan Stanley Chester NJ Private Residence,thomas.regan@morganstanley.com,,Salesforce
11002578,Inactive Investor,William Graham,,Park Avenue Securities LLC Fairhope AL 154 N Section St,tommy_graham@glic.com,,Salesforce
9547215,,Fredy Montenegro,,,fmontenegro@cellus.com.gt,,List import
10856899,Inactive Investor,Austin Wagner,,"Northwestern Mutual Investment Services, LLC Golden CO 825 Simms St",austin.wagner@nm.com,,Salesforce
147406,,John Jacon,,[Unknown],bastille49@hotmail.com,,Organic Search
11075715,Inactive Investor,Danielle Cedeno,,J.P. Morgan Securities LLC Saint Paul MN 15580 English Ave,danielle.cedeno@jpmorgan.com,,Salesforce
11021958,Inactive Investor,Kathryn Atterberry,,PFS Investments Inc. New Rochelle NY 10 Division St S,katterberry@primerica.com,,Salesforce
10611527,,Mark White,Financial Advisor,,m.white@lpl.com,,List Import
11163037,Inactive Investor,Myrtle Defreitas,,PFS Investments Inc. Rosedale NY 1 Cross Island Plz,myrtle.defreitas@primerica.com,,Salesforce
11087374,Inactive Investor,Timothy Dowdeswell,Chief Investment Officer,"KDT Advisors, LLC Brooklyn NY 77 Gold St",timothy@kdtadvisors.com,,Salesforce
341349,,John Erhard,Partner,"Arclight Capital Partners, Llc",jerhard@arclightcapital.com,617-531-6300,Manual List Upload
10848369,Inactive Investor,Evan Batoff,Chief Compliance Officer;Vice President,"E. Batoff & Co., Inc. Tampa FL 1726 E 7th Ave",,,Salesforce
10818804,Inactive Investor,Emily Duerfeldt,Group Vice President;Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,e.duerfeldt@fi.com,,Salesforce
11187739,Inactive Investor,Jennifer Degolyer,,NYLIFE Securities LLC Johns Island SC Private Residence,jndegolyer@ft.newyorklife.com,,Salesforce
11041166,Inactive Investor,Cameron Parr,,Country Capital Management Company Chillicothe IL 421 N 4th St,cameron.parr@countryfinancial.com,,Salesforce
11022059,Inactive Investor,Eden Nash,,J.P. Morgan Securities LLC McKinney TX 5101 S Custer Rd,eden.nash@jpmorgan.com,,Salesforce
10791561,Inactive Investor,Randolph Trostle,,"Raymond James Financial Services, Inc. Elizabethtown PA 95 Masonic Dr",trostle@raymondjames.com,,Salesforce
10612601,,John Fraser,Financial Advisor,,john.fraser@ampf.com,,List Import
10916942,Inactive Investor,Dennis Kaiser,,"Allstate Financial Services, LLC Bellingham WA 1633 Birchwood Ave",denniskaiser@allstate.com,,Salesforce
11121989,Inactive Investor,Glenn Weisner,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",glenn.weisner@ml.com,,Salesforce
11131110,Inactive Investor,Wendy Hughes,,"Wells Fargo Clearing Services, LLC Brookhaven GA 2942 N Druid Hills Rd NE",wendy.hughes2@wellsfargo.com,,Salesforce
10615570,,Craig Hassel,"Financial Advisor, Managing Director - Investments",,craig.hassel@thepwsgroup.com,,List Import
11012109,Inactive Investor,Maria Evanson,,PFS Investments Inc. Billings MT 710 Grand Ave,mevanson@primerica.com,,Salesforce
10692135,,Will Winstead,,,bigjoenashco@gmail.com,,Web Form Fillout
10756788,Inactive Investor,Sharon Myers,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Arlington VA Private Residence",sharon.myers@ml.com,,Salesforce
11145866,Inactive Investor,Charles Holden,,PFS Investments Inc. Roanoke VA 7734 Williamson Rd,charles.holden@primerica.com,,Salesforce
211529,,Zachary Harris,Economic Policy Analyst,20/20 Vision,zharris306@gmail.com,,Content
11188256,Inactive Investor,Loren Farinelli,Financial Representative,"Northwestern Mutual Investment Services, LLC Fort Lauderdale FL 500 E Broward Blvd",loren.farinelli@nm.com,,Salesforce
11203884,Inactive Investor,Joyce Sherman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",joyce_sherman@ml.com,,Salesforce
10963711,Inactive Investor,Armando Cruz,,J.P. Morgan Securities LLC Greenville SC 1 Farrs Bridge Rd,armando.m.cruz@jpmorgan.com,,Salesforce
9549201,,Mackenzie Lynch,,,mlynch@trianpartners.com,,List import
9615556,,Hsien Chang Yip,,,presidentceo@everwondersolutions.com,,List import
9623736,,mehmet gunay,,,mgunay@smbcap.com,,List import
11105835,Inactive Investor,Melvin McCord,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley Greensboro NC 300 N Greene St,maurice.mccord@morganstanley.com,,Salesforce
9606934,,Guy Lafont,,,bolimontana@gmail.com,,List import
11069441,Inactive Investor,Selene Argao,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Sugar Land TX 1865 Hwy 6",selene.argao@schwab.com,,Salesforce
11091694,Inactive Investor,Zachary Sherman,,J.P. Morgan Securities LLC Highland Park IL 513 Central Ave,zachary.sherman@jpmorgan.com,,Salesforce
11073445,Inactive Investor,Robert Brewer,Financial Advisor,Morgan Stanley Austin TX 8701 Bee Caves Rd,,,Salesforce
94708,,???? ?????,,Iran,icdnteam@gmail.com,,source
10784726,Inactive Investor,Jay Kirkpatrick,Managing Director;Private Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spokane WA 601 W Riverside Ave",jay_kirkpatrick@ml.com,,Salesforce
10917273,Inactive Investor,Lindsey Vardi,Chief Compliance Officer,"Aspect Partners, LLC",lindsey.melton@aspect-partners.com,,Salesforce
10931694,Inactive Investor,David Gruenstein,Manager;Principal;Regulatory Contact,Gruenstein Investments LLC,david@gruenstein.com,,Salesforce
340758,,Luc Arsenault,Partner,Moss Adams Wealth Advisors Llc,luc.arsenault@mossadams.com,206-302-6500,Manual List Upload
11221290,,Graham Parsons,,,graham.parsons@ubs.com,,List Import
10868954,Inactive Investor,Robert Bean,,PFS Investments Inc. Smyrna GA 2400 Herodian Way SE,robert.bean@primerica.com,,Salesforce
11052419,Inactive Investor,Jennifer Caylo,Portfolio Associate,Morgan Stanley Lawrence Township NJ 1200 Lenox Dr,jennifer.caylo@morganstanley.com,,Salesforce
10930771,Inactive Investor,Jason Tauvers,,J.P. Morgan Securities LLC Miller Place NY 385 Rte 25a,jason.tauvers@jpmorgan.com,,Salesforce
11026271,Inactive Investor,Elizabeth Adkins,Registered Associate,Morgan Stanley Cincinnati OH 221 E 4th St,,,Salesforce
11165062,Inactive Investor,Michael Flewelling,Financial Professional,LPL Financial LLC Seattle WA 12770 Gateway Dr S,mike.flewelling@lpl.com,,Salesforce
11092673,Inactive Investor,James Hart,,"Raymond James Financial Services, Inc. Vero Beach FL 623 17th St",james.hart@raymondjames.com,,Salesforce
10995171,Inactive Investor,Justin Williams,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
238998,,Thuy Hoang,,United States,tranhh710@gmail.com,,
10646930,,Mark Jondahl,,,mark.jondahl@lpl.com,,List Import
10911587,Inactive Investor,Preston Byers,,NYLIFE Securities LLC Ridgeland MS 1052 Highland Colony Pkwy,pbyers@ft.newyorklife.com,,Salesforce
11047140,Inactive Investor,Robert Wright,Financial Consultant,"Advocacy Wealth Management, LLC",rwright@advocacywealth.com,,Salesforce
9581253,,Stanly Parker,,,sparker@gamutcapital.com,,List import
6152162,,Kumika Watia,,,kumika.matsui@gmail.com,5712293516,Web Form Fillout
11211506,Inactive Investor,Nickolas Herron,,J.P. Morgan Securities LLC Mohave Valley AZ 8495 S Hwy 95,nickolas.herron@jpmorgan.com,,Salesforce
10823858,Inactive Investor,Lorrin Wessel,Chief Administrative Officer,Stonebridge Capital Advisors LLC Saint Paul MN 2550 University Ave W,lwessel@stonebridgecap.com,,Salesforce
9623100,,joseph smudin,,,jsmudin@mindpsring.com,,List import
10614854,,Shang Wen Huang,"Financial Advisor, Senior Vice President",,shangwen.huang@morganstanley.com,(212) 492-6396,List Import
10911378,Inactive Investor,John Wydler,,"Northwestern Mutual Investment Services, LLC Fairfax VA 10306 Eaton Pl",jack.wydler@nm.com,,Salesforce
11147767,Inactive Investor,Victor Calva,Relationship Manager,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",,,Salesforce
11197991,Inactive Investor,Bharat Ramprasad,,"Stifel, Nicolaus & Company, Incorporated Philadelphia PA 1600 Market St",bkramprasad@stifel.com,,Salesforce
11123683,Inactive Investor,Mirta Lugones,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",susana_lugones@ml.com,,Salesforce
230611,,Rich -,,Rich [[Unknown]],richdelin@gmail.com,,
10778403,Inactive Investor,James Hart,Financial Advisor;Managing Director,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,,,Salesforce
11012900,Inactive Investor,Marquisse Taylor,Financial Professional,"MML Investors Services, LLC Springfield MO 3253 E Chestnut Expy",marquissetaylor@financialguide.com,,Salesforce
10662125,,Kathryn Edwards,,,katie.edwards@plantemoran.com,,List Import
10756443,Inactive Investor,Winny Tang,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",winny.tang@schwab.com,,Salesforce
10796264,Inactive Investor,Anthony Ritter,,"American Portfolios Financial Services, Inc. Scottsdale AZ 7336 E Deer Valley Rd",aritter@americanportfolios.com,,Salesforce
5570652,,Dug Steedman,,,doug@calabashrealtors.com,3402771024,Web Form Fillout
11101546,Inactive Investor,Jeffrey Presley,Chief Compliance Officer;Member;Owner;President;Principal,"Mountain Peak Wealth Advisors, LLC",,,Salesforce
10757486,Inactive Investor,David Young,Financial Advisor;Vice President,Morgan Stanley Newport Beach CA 800 Newport Center Dr,david.r.young@morganstanley.com,,Salesforce
11113501,Inactive Investor,Sean Thomas,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. San Francisco CA 1 California St",sean.thomas1@usbank.com,,Salesforce
10966724,Inactive Investor,Michael Mohr,Managing Director;Wealth Advisor,"Cresset Asset Management, LLC Atlanta GA 3333 Piedmont Rd NE",mmohr@cressetcapital.com,,Salesforce
93632,,James Ash,SrVpdistribution,Ashco,mrjamesash@gmail.com,,Other
11032451,Inactive Investor,David Cargill,Financial Advisor,LPL Financial LLC Scottsdale AZ 7689 E Paradise Ln,david.t.cargill@lpl.com,,Salesforce
10812734,Inactive Investor,Magdalena Georgopoulos,Financial Advisor,LPL Financial LLC Torrance CA 3655 Torrance Blvd,magda.georgopoulos@lpl.com,,Salesforce
229973,, -,,[[Unknown]],tambangbtc0001@gmail.com,,Paid Social
9612383,,Larry Brottman,,,lbrottman@mccllc.com,,List import
232881,, -,,[[Unknown]],odon.tshibanda@ymail.com,,Organic Search
346973,,Seth Alvord,Managing Member,"Balance Point Capital Advisors, Llc",salvord@balancepointcapital.com,203-652-8250,Manual List Upload
11075492,Inactive Investor,Wendy Perrin,Relationship Manager,Prime Capital Financial,wperrin@pciawealth.com,,Salesforce
11272018,Inactive Investor,Simon Ellis,,Cetera Advisor Networks LLC Leominster MA 975 Merriam Ave,sjellis@brightfuturefinancialllc.com,978.534.0130,Salesforce
10804005,Inactive Investor,Thomas Peterson,,"VALIC Financial Advisors, Inc. Denver CO 165 S Union Blvd",thomas.peterson@valic.com,,Salesforce
9619391,,Elias Moosa,,,elias.moosa@prespointcapital.com,,List import
10771909,Inactive Investor,Douglas Karatsu,Financial Advisor,Morgan Stanley Kahului HI 33 Lono Ave,doug.karatsu@morganstanley.com,,Salesforce
11228776,Inactive Investor,Aspasia Iosifellis,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
11015492,Inactive Investor,Ryan Brewington,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11174867,Inactive Investor,Roger Schlichting,Financial Advisor,Thrivent Investment Management Inc. Willernie MN 321 Stillwater Rd,roger.schlichting@thrivent.com,,Salesforce
11104661,Inactive Investor,Adam Brown,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,adam.brown@fidelity.com,,Salesforce
11206218,Inactive Investor,Kristina Verna,,"Truist Investment Services, Inc. Allentown PA 645 Hamilton St",kristina.verna@truist.com,,Salesforce
11083587,Inactive Investor,Colleen Stutz,,NYLIFE Securities LLC Fairfax VA 3605 Chain Bridge Rd,cscioppi@ft.newyorklife.com,,Salesforce
10760238,Inactive Investor,Edythe De Marco,Managing Director;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",edythe_demarco@ml.com,,Salesforce
11131116,Inactive Investor,Matthew Brandi,,"Wells Fargo Clearing Services, LLC",matthew.brandi@wellsfargoadvisors.com,,Salesforce
10851011,Inactive Investor,Kirby Jacobson,Chief Investment Officer;Principal,"Astoria Strategic Wealth, Inc.",k.jacobson@astoriastrategicwealth.com,,Salesforce
10858305,Inactive Investor,Mary Gilbert,,"Raymond James Financial Services, Inc. Linwood NJ 1801 New Rd",mary.gilbert@raymondjames.com,,Salesforce
9635550,,Karen Thomas,,,kthomas@sym.com,,List import
10788986,Inactive Investor,Jay Carpenter,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jay.carpenter@equitable.com,,Salesforce
233794,, -,,[[Unknown]],raymondipwl@gmail.com,,Organic Search
10911962,Inactive Investor,Mark Stack,,"Avantax Investment Services, Inc. Buffalo NY 50 Fountain Plz",,,Salesforce
10823648,Inactive Investor,Mark Lange,Executive Director;Financial Advisor;Financial Planning Specialist;Portfolio Management Director;Senior Portfolio Management Dir,Morgan Stanley Richmond VA 901 E Byrd St,mark.a.lange@morganstanley.com,,Salesforce
10856509,Inactive Investor,Glenn Matano,,"Pruco Securities, LLC. Wayne NJ 1581 Rte 23",glenn.matano@prudential.com,,Salesforce
11046381,Inactive Investor,Andrew Perri,Chief Compliance Officer;Founder;President;Wealth Manager,"Pinnacle Wealth Management, Inc.",aperri@pinnaclewealthonline.com,,Salesforce
10840554,Inactive Investor,John Coulombe,Financial Advisor,LPL Financial LLC Owego NY 203 Main St,john.coulombe@lpl.com,,Salesforce
11297502,,Талгат Сыпатаев,,,talgatsypataev@icloud.com,,Web Form Fillout
340854,,Martha Monteagudo,Head Asset Management Models,"Ryan Alm Advisers, Llc",martha@ryanalm.com,561-656-2014,Manual List Upload
10923744,Inactive Investor,Margaret Taylor,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",,,Salesforce
10829164,Inactive Investor,Stephanie Derzanovich,,"Wells Fargo Clearing Services, LLC Johnson City NY 519 Columbia Dr",,,Salesforce
11040726,Inactive Investor,Philip Mantua,Financial Planning Associate;Representative,SPC Financial Inc,pmantua@spcfinancial.com,,Salesforce
11084591,Inactive Investor,Shang Wen Huang,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,shangwen.huang@morganstanley.com,,Salesforce
11110496,Inactive Investor,Nathanael Long,,State Farm VP Management Corp. Miami OK 1936 N Main St,,,Salesforce
11107960,Inactive Investor,Davon Smith,,Vanguard Marketing Corporation,davon_smith@vanguard.com,,Salesforce
9584652,,Richmond Muraguri,,,rmmuraguri@gmail.com,,List import
10613916,,Steven Gemelli,Financial Advisor,,steven.gemelli@wellsfargoadvisors.com,,List Import
11159118,Inactive Investor,Zachary Holtmeier,Financial Advisor,"Raymond James & Associates, Inc. Cincinnati OH 9825 Kenwood Rd",zack.holtmeier@raymondjames.com,,Salesforce
11189927,Inactive Investor,Michael Esparza,,"VALIC Financial Advisors, Inc. Houston TX 2919 Allen Pkwy",michael.esparza@valic.com,,Salesforce
11051195,Inactive Investor,Tiffany Gough,Financial Advisor,Edward Jones Seattle WA 11321 Pinehurst Way NE,tiffany.gough@edwardjones.com,,Salesforce
5115271,,saleh mesmar,,,saleh.mismar86@gmail.com,,Web Form Fillout
10970084,Inactive Investor,Andrew Lynch,,Vanguard Marketing Corporation,andrew_lynch@vanguard.com,,Salesforce
10945464,Inactive Investor,Ryan Day,Investment Advisor Representative,Lincoln Investment Park City UT Private Residence,rday@lincolninvestment.com,,Salesforce
10947584,Inactive Investor,Jason Mims,,"Osaic Institutions, Inc. West Windsor NJ Private Residence",jmims@infinexgroup.com,,Salesforce
10828513,Inactive Investor,Nathan Albery,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Gilbert AZ 275 E Rivulon Blvd",nathan_albery@ml.com,,Salesforce
10870365,Inactive Investor,Christopher Mathwig,Branch Manager,LPL Financial LLC Eden Pairie MN Private Residence,chris.mathwig@lpl.com,,Salesforce
11233136,Inactive Investor,Timothy Martin,,"World Investments, Inc. Cleveland OH 2525 Market Ave",,,Salesforce
10989623,Inactive Investor,Jacquelyn Leon,,LPL Financial LLC Lawrence KS 4824 Quail Crest Pl,jac.leon@lpl.com,,Salesforce
10753089,Inactive Investor,Brian Link,Financial Advisor,"Voya Financial Advisors, Inc. Miamisburg OH 10100 Innovation Dr",brianlink@voyafa.com,,Salesforce
10661378,,Alan Krause,,,akrause@bsc-cpa.com,,List Import
10620046,,James Staruck,,,jstaruck@greatbanctrust.com,,List Import
9628928,,Ben Latz,,,blatz@thetie.io,,List import
10967237,Inactive Investor,Nathan Swift,,Fidelity Brokerage Services LLC,,,Salesforce
9582692,,ryan uhr,,,kpopsun@gmail.com,,List import
11206980,Inactive Investor,Samuel Thompson,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",samuel.thompson@wellsfargoadvisors.com,,Salesforce
11151345,Inactive Investor,Brendan Birdsey,Financial Advisor,"Wells Fargo Clearing Services, LLC New Haven CT 555 Long Wharf Dr",brendan.birdsey@wellsfargo.com,,Salesforce
10986822,Inactive Investor,Michael Moises,,NYLIFE Securities LLC Irvine CA 2020 Main St,mmoises@ft.newyorklife.com,,Salesforce
9569784,,Aldrin De Lesseps,,,adelesseps@mooncapital.com,,List import
11192016,Inactive Investor,Richard Bramley,Financial Advisor,"Pruco Securities, LLC. New Hartford NY 600 French Rd",richard.bramley@prudential.com,,Salesforce
10913647,Inactive Investor,James Mcdonald,,Morgan Stanley Houston TX 1330 Post Oak Blvd,james.mcdonald@morganstanley.com,,Salesforce
10785264,Inactive Investor,Rafael Andrade,,Fidelity Brokerage Services LLC Miami FL 121 Alhambra Plz,rafael.andrade@fidelity.com,,Salesforce
10861087,Inactive Investor,Bret Forsyth,Financial Advisor,Edward Jones Mishawaka IN 3305 Grape Rd,bret.forsyth@edwardjones.com,,Salesforce
5037405,,Hany Lin,,,coteve5551@lance7.com,,Web Form Fillout
11176286,Inactive Investor,Franklin Agyare,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,franklin.safoagyare@primerica.com,,Salesforce
10793675,Inactive Investor,Donna McClure,,PlanMember Securities Corporation Corona CA Private Residence,dmcclure12@planmembersec.com,,Salesforce
11061905,Inactive Investor,Warren Chung,,Fidelity Brokerage Services LLC,,,Salesforce
10603738,,David Karr,"Chairman, Chief Executive Officer","Equitable Advisors, LLC",david.karr@equitable.com,,List Import
11142036,Inactive Investor,Christopher Blaszyk,,Cetera Advisors LLC San Diego CA 11440 W Bernardo Ct,christopher.blaszyk@ceteraadvisors.com,,Salesforce
10827666,Inactive Investor,Steven Gohn,Financial Advisor;Partner,"Wells Fargo Advisors Financial Network, LLC Huron SD 875 Dakota Ave S",steven.gohn@wfadvisors.com,,Salesforce
10794530,Inactive Investor,Scott Alberding,,"Stifel, Nicolaus & Company, Incorporated Cockeysville MD 303 International Cir",alberdings@stifel.com,,Salesforce
10985364,Inactive Investor,Rushdi Furrha,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,rush.furrha.f0sy@statefarm.com,,Salesforce
11192933,Inactive Investor,Sorush Abboud,Director - Alternative Investments;Financial Advisor;Global Sports and Entertainment Director;Senior Vice President,Morgan Stanley Austin TX 301 Congress Ave,sorush.abboud@morganstanley.com,,Salesforce
11141210,Inactive Investor,Bao Ly,Chief Compliance Officer;Operations,Opal Advisors,bao@opaladvisors.com,,Salesforce
9627981,,Reza Sabri,,,rezasabri2020@gmail.com,,List import
11105338,Inactive Investor,Christopher Trawick,,Kovack Securities Inc. Macon GA 1611 Bass Rd,,,Salesforce
9557821,,Brian Weaver,,,brian.weaver@53.com,,List import
10813599,Inactive Investor,Joah Yeoman,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",jyeoman@tiaa-cref.org,,Salesforce
10962559,Inactive Investor,Kenneth Schuyler,,"Osaic Wealth, Inc. Frankfort IL 665 Brookside Ln",,,Salesforce
371322,,Mohamed Faouani,,Algeria,faouani@uz4.net,,Salesforce
163643,,Tom Delzoppo,,[Unknown],tommydel1214@gmail.com,917 454 8154,
11142073,Inactive Investor,John Spruill,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",john_spruill@ml.com,,Salesforce
10863673,Inactive Investor,Casey Herbolsheimer,,LPL Financial LLC Norfolk NE 404 S 25th St,casey.herbolsheimer@lpl.com,,Salesforce
11069334,Inactive Investor,Myra O'Dell,Investment Advisor;Member,"BCS Wealth Management, LLC",myra@bcswealth.com,,Salesforce
11165848,Inactive Investor,Michael Dawson,,LPL Financial LLC Cedar Rapids IA 975 5th Ave SW,michael.dawson@lpl.com,,Salesforce
9607423,,Dana Meissner,,,dmeissner@federatedinv.com,,List import
9612591,,Thomas Ansen-Wilson,,,tansen-wilson@driehaus.com,,List import
10964934,Inactive Investor,Kurt Kowalski,,"Raymond James Financial Services, Inc. Bangor PA 136 S 1st St",kurt.kowalski@raymondjames.com,,Salesforce
10904609,Inactive Investor,Brandyn Hinnrichs,,Fidelity Brokerage Services LLC Houston TX 4410 Westheimer Rd,brandyn.hinnrichs@fidelity.com,,Salesforce
84309,,Stacey Seewald,Chief Compliance Officer,Sandler Capital Management,stacey@sandlercap.com,212-754-8100,Manual List Upload
10901417,Inactive Investor,Nicholas Palmer,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 10101 SW Washington Square Rd",nicholas.palmer@ml.com,,Salesforce
10778272,Inactive Investor,Edward Dahlkamp,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated San Diego CA 12544 High Bluff Dr",dahlkamps@stifel.com,,Salesforce
334194,,Brian Allen,Founder And Chairman Of The Board,Pension Consultants Inc,ballen@pension-consultants.com,417-889-4918,Manual List Upload
11171804,Inactive Investor,Jonathan Jiang,,J.P. Morgan Securities LLC Tustin CA 615 E 1st St,,,Salesforce
11056263,Inactive Investor,Jared Garten,,Citigroup Global Markets Inc.,,,Salesforce
10766856,Inactive Investor,William Lee,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 777 E Sonterra Blvd",william.a.lee1@wellsfargoadvisors.com,,Salesforce
10804474,Inactive Investor,William Graupensperger,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,william_graupensperger@vanguard.com,,Salesforce
10811782,Inactive Investor,Richard Lawrence,,"RBC Capital Markets, LLC",richard.lawrence@rbc.com,,Salesforce
11183972,Inactive Investor,Brian Lancaster,Manager;Member;Partner,Clayton Partners LLC,brian@claytonpartners.com,,Salesforce
11001589,Inactive Investor,Cameron Cramer,,"RBC Capital Markets, LLC",,,Salesforce
10924695,Inactive Investor,Zachary Ross,Financial Advisor,Edward Jones Glasgow KY 364 N L Rogers Wells Blvd,zac.ross@edwardjones.com,,Salesforce
11033444,Inactive Investor,Annette Tucci,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",annette.tucci@equitable.com,,Salesforce
9621468,,Annie Smith,,,dcbgyc@gmail.com,,List import
9610134,,Mic Dez,,,jmmdzpb@web.de,,List import
9635960,,PJ Corbley,,,pcorbley@philosmith.com,,List import
9600212,,Jessica Lankes,,,jessica@parsonex.com,,List import
9644521,,Darryl Kinnard-Artis,,,imtodd003@outlook.com,,List import
10987820,Inactive Investor,Amy Baker,,"Voya Financial Advisors, Inc. Des Moines IA 699 Walnut St",amy.baker@voya.com,,Salesforce
56227,,Carol Woods,Financial Associate,Thrivent Investment Management Inc.,carol.woods@thrivent.com,952-233-3517,
10961756,Inactive Investor,Holland Austin,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10899911,Inactive Investor,Gladys Stephens,,J.P. Morgan Securities LLC Temple TX 2362 SW H K Dodgen Loop,gladys.stephens@jpmorgan.com,,Salesforce
170691,,Bertinus Johnson,,[Unknown],bertinus_johnson@yahoo.com,,
10422897,,Jason alcantaro,,,jay814u@gmail.com,,Web Form Fillout
10858948,Inactive Investor,Dhruba Giri,Senior Vice President,PFS Investments Inc. Euless TX 1001 W Euless Blvd,dhruba.giri@primerica.com,,Salesforce
10893290,Inactive Investor,Richard Wagner,Managing Member,Interwise,richw@vwapro.com,,Salesforce
10984229,Inactive Investor,Youjun Liu,,NYLIFE Securities LLC Edison NJ 379 Thornall St,yliu12@ft.newyorklife.com,,Salesforce
11108827,Inactive Investor,Robert Mulcahy,Managing Member;Principal;Regulatory Contact,"Royal Oak Financial Advisors, LLC",rob@royaloakfinancialadvisors.com,,Salesforce
9603486,,Ned Borowsky,,,nedborowsky@gmail.com,,List import
341272,,Colin Clark,Non Executive Director Rathbone Investment Management Ltd,Rathbones,colin.clark@rathbones.com, -2366773,Manual List Upload
11288402,,JOHN BURRELL,,,thegreatreset225@gmail.com,,Web Form Fillout
10924570,Inactive Investor,Paul Warmuskerken,,NYLIFE Securities LLC Lawton OK 22 SW D Ave,pwarmuskerken@ft.newyorklife.com,,Salesforce
9549847,,Brian Schaer,,,bschaer@gmail.com,,List import
11157624,Inactive Investor,Maria Swierad,Assistant Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",maria.swierad@ml.com,,Salesforce
11081028,Inactive Investor,Jamie Camhi,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",jamie.camhi@bofa.com,,Salesforce
10764625,Inactive Investor,David Headrick,Financial Advisor,"Ameriprise Financial Services, LLC Pittsburgh PA 1570 Omega Dr",david.w.headrick@ampf.com,,Salesforce
11050747,Inactive Investor,Javier Vilarchao,,J.P. Morgan Securities LLC Clearwater FL 511 S Fort Harrison Ave,javier.vilarchao@jpmorgan.com,,Salesforce
10656922,,Grant Chamberlain,,,gchamberlain@ziegler.com,,List Import
10871946,Inactive Investor,Hiroshi Asato,,"Raymond James Financial Services, Inc. Minneapolis MN 8300 Norman Center Dr",yoshi.asato@raymondjames.com,,Salesforce
1003756,Inactive Investor,Ming Chung,,Ming Chung,mhchung905@yahoo.com,310-819-0089,
10848351,Inactive Investor,Robert End,Chief Compliance Officer;Chief Executive Officer,Retirable,rend@retirable.com,,Salesforce
10978544,Inactive Investor,Kimberly Ryan,,PFS Investments Inc. Chalfont PA 31 Oak Ave,,,Salesforce
10811944,Inactive Investor,Robert Hutton,Financial Advisor,Edward Jones South Jordan UT 1309 W South Jordan Pkwy,robert.hutton@edwardjones.com,,Salesforce
9547663,,Mihir Shah,,,shahmihir@gmail.com,,List import
9548298,,George Margvelashvil,,,g.margvelashvil@fi.com,,List import
196666,,John Tran,,[Unknown],tonantran@yahoo.com,,source
1210,,Kamil W?grzynowski,,Gravity,wegrzynowski.kamil@gmail.com,,
92596,,Lisa Arrington,Chief Compliance Officer,"Howard Capital Management, Inc.",lisa@howardcm.com,770-642-4902,Manual List Upload
10834570,Inactive Investor,Steven Billet,,"Cambridge Investment Research, Inc. Indianapolis IN 7202 N Shadeland Ave",sbillet@cambridgesecure.com,,Salesforce
10888209,Inactive Investor,Stephen Alloy,Advanced Markets Specialist,"Mutual of Omaha Investor Services, Inc. Omaha NE Mutual of Omaha Plz",stephen.alloy@mutualofomaha.com,,Salesforce
9571864,,Neil Bryant,,,nbryant@kingstreet.com,,List import
10958112,Inactive Investor,Frank Abston,Director - Sales;Investment Advisor Representative,"First Horizon Advisors, Inc. Miami FL 1 Alhambra Plz",fnabston@firsthorizon.com,,Salesforce
11023335,Inactive Investor,Clarice Olivieri,,"Mesirow Financial, Inc. New York NY 140 E 45th St",colivieri@mesirowfinancial.com,,Salesforce
11080714,Inactive Investor,Rachel Schneider,,"Sanford C. Bernstein & Co., LLC Seattle WA 601 Union St",rachel.schneider@bernstein.com,,Salesforce
9551827,,Stephen Perrella,,,sperrella@farmsteadcapital.com,,List import
221902,,David Aronoff,,[Unknown],david.n.aronoff1@gmail.com,,
11182864,Inactive Investor,Ryan Blohm,,State Farm VP Management Corp. Saratoga Springs UT 24 W Sergeant Court Dr,,,Salesforce
6211438,,Abdelkader Diaby,,,bruxelleking@gmx.fr,,Web form fillout
10862358,Inactive Investor,Jason Orsini,Financial Advisor,Edward Jones Fullerton CA 1370 Brea Blvd,jason.orsini@edwardjones.com,,Salesforce
11176194,Inactive Investor,Mari Yahagi,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,mari.yahagi@jpmorgan.com,,Salesforce
10938478,Inactive Investor,Joseph Herrick,Financial Advisor,Edward Jones Des Plaines IL 999 E Touhy Ave,joe.herrick@edwardjones.com,,Salesforce
11136633,Inactive Investor,Matthew Sieg,,"Northwestern Mutual Investment Services, LLC Altoona WI 1450 Rivers Edge Trl",matthew.d.sieg@nm.com,,Salesforce
10882436,Inactive Investor,Karen Althaus,,Thrivent Investment Management Inc. Ontario CA 3333 Concours,karen.althaus@thrivent.com,,Salesforce
11157987,Inactive Investor,Leah Mccormick,Client Service Specialist,"Ameriprise Financial Services, LLC Brookfield WI 330 S Executive Dr",leah.mccormick@ampf.com,,Salesforce
11228802,Inactive Investor,David Richardson,,"Sanctuary Securities, Inc. Southbury CT 555 Heritage Rd",drichardson@sanctuarywealth.com,,Salesforce
11111042,Inactive Investor,Jason Sweitzer,Financial Advisor,"Ameriprise Financial Services, LLC Oakland MD 20768 Garrett Hwy",jason.sweitzer@ampf.com,,Salesforce
10761503,Inactive Investor,Steven Press,Financial Advisor,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",steven.press@wellsfargoadvisors.com,,Salesforce
9542204,,??????? ????,,,amirreza68500@gmail.com,,List import
10892154,Inactive Investor,Robert Vonderharr,,"Osaic Wealth, Inc. Provo UT 5314 N 250 W",,,Salesforce
11047490,Inactive Investor,Julie Helmers,,"Wells Fargo Advisors Financial Network, LLC Birmingham AL 600 University Park Pl",,,Salesforce
9592706,,Timothy Hill,,,thill@baclink.com,,List import
332931,,Jeff Eulberg,,Evergreen Gavekal,jeulberg@evergreengavekal.com,,
11181317,Inactive Investor,Steven Meleco,,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,steven.meleco@lpl.com,,Salesforce
11086467,Inactive Investor,Diana Jimenez,,NYLIFE Securities LLC Lubbock TX 5001 W Loop 289,dmjimenez01@ft.newyorklife.com,,Salesforce
11062883,Inactive Investor,Matthew Quan,,Cetera Advisor Networks LLC Los Alamitos CA 3502 Katella Ave,quanm@ceteranetworks.com,,Salesforce
10658409,,Maria Bella,,,maria.y.bella@jpmorgan.com,,List Import
11174779,Inactive Investor,Dakota Peacock,Financial Advisor,Edward Jones Houston TX 820 Gessner Rd,dakota.peacock@edwardjones.com,,Salesforce
11206146,Inactive Investor,Ryan Cunningham,,LPL Financial LLC Willoughby OH 38500 Chardon Rd,ryan.cunningham@lpl.com,,Salesforce
9551992,,Jonathan Slater,,,jonathan.slater@securitiesamerica.com,,List import
10809592,Inactive Investor,Philip Kimmel,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",philip.kimmel@wellsfargoadvisors.com,,Salesforce
9600613,,Ping Liu,,,xxbxxh@gmail.com,,List import
10645520,,Sarah Oneill,,,soneill@mesirowfinancial.com,,List Import
9563932,,Jason Florey,,,jflorey@wradvisors.com,,List import
11201525,Inactive Investor,Jeremy Collins,Co-Owner,"Beacon Investment Advisers, LLC",,,Salesforce
10944285,Inactive Investor,H Sisco,,PFS Investments Inc. Wheaton IL 1776A S Naperville Rd,hsisco@primerica.com,,Salesforce
10985745,Inactive Investor,Schyler Opartkiettikul,,"Sanford C. Bernstein & Co., LLC San Diego CA 4365 Executive Dr",schyler.opartkiettikul@bernstein.com,,Salesforce
91685,,David Allison,"Secretary, member","Allison Investment Management, Llc",david@allinvmgt.com,877-806-8400,Manual List Upload
11076835,Inactive Investor,Timothy Sereyko,,"Bankers Life Securities, Inc. Bangor ME 396 Griffin Rd",timothy.sereyko@bankerslife.com,,Salesforce
11068239,Inactive Investor,Marguerite Berizzi,Financial Advisor,Edward Jones Gold Canyon AZ 5301 S Superstition Mountain Dr,berizzi@edwardjones.com,,Salesforce
10977402,Inactive Investor,Kathryn Giles,,"Truist Investment Services, Inc. New Bern NC 375 S Front St",katie.giles@truist.com,,Salesforce
10488386,,Charles Slotnik,"Chief Executive Officer, Manager, Member, Regulatory Contact","Slotnik Capital, LLC",cslotnik@slotnikcapital.com,,List Import
10863947,Inactive Investor,Tracy Wagoner Luttman,,LPL Financial LLC Louisville KY 400 W Market St,tracy.brown@lpl.com,,Salesforce
10907350,Inactive Investor,Molly Keegan,Advisor;Co-Owner,Commonwealth Financial Network Hadley MA 104 Middle St,mkeegan@commonwealth.com,,Salesforce
11119265,Inactive Investor,Kinsey Turnham,,"Wells Fargo Clearing Services, LLC Santa Rosa CA 6585 Oakmont Dr",,,Salesforce
10928926,Inactive Investor,Victoria Rust,Financial Advisor,Edward Jones New Palestine IN 48 W Main St,victoria.rust@edwardjones.com,,Salesforce
10644363,,Konstantine Bourlas,,,konstantine.bourlas@lazard.com,,List Import
11055565,Inactive Investor,Joseph Gunning,,"Cadaret, Grant & Co., Inc. Hamburg NY 6091 S Park Ave",jgunning@cadaretgrant.com,,Salesforce
10908158,Inactive Investor,Katherine Kangas,Paraplanner,"Ameriprise Financial Services, LLC Alexandria MN 817 Broadway St",katherine.l.kangas@ampf.com,,Salesforce
9563656,,Robert Adams,,,robertnadams@financialguide.com,,List import
9557947,,Christopher Lagan,,,clagan@congressasset.com,,List import
9556006,,Michael Niedert,,,niedert.mike@principal.com,,List import
10773592,Inactive Investor,Carlos Garcia,,"Avantax Investment Services, Inc. Westampton NJ Private Residence",,,Salesforce
11175712,Inactive Investor,Nelicia Brown,,"Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",nelicia.brown@schwab.com,,Salesforce
10850399,Inactive Investor,Dominick Sarinelli,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10952417,Inactive Investor,Ahmed Elmohands,,"Spartan Capital Securities, LLC",,,Salesforce
11059753,Inactive Investor,Michel Riviere,,"Farmers Financial Solutions, LLC Orange CA 2560 N Santiago Blvd",mriviere@farmersagent.com,,Salesforce
11144093,Inactive Investor,Neal Norton,Financial Advisor,Edward Jones Allen TX 333 E Bethany Dr,neal.norton@edwardjones.com,,Salesforce
11218790,,Michael Serra,,,michael.serra@marshmma.com,,Other
10836969,Inactive Investor,Kevin Hittinger,Owner;Wealth Advisor,"Bleakley Financial Group, LLC Whitehall PA 514 Fullerton Ave",kevin.hittinger@bleakley.com,,Salesforce
10898422,Inactive Investor,Sabrina Mohabat,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,sabrina.mohabat@fidelity.com,,Salesforce
10987024,Inactive Investor,Kyle Wagner,Financial Advisor,"Wagner Wealth Management, Corp.",,,Salesforce
9127728,,Mimi Yang,,,mimi.yang@dodgeandcox.com,,List Import
11016023,Inactive Investor,Michael Britton,,PlanMember Securities Corporation Alameda CA 2413 Webb Ave,,,Salesforce
9573213,,Kenneth Rogat,,,kenneth.rogat@securitiesamerica.com,,List import
10759850,Inactive Investor,Ronald Wong,,Jefferies LLC San Francisco CA 101 California St,rwong@jefferies.com,,Salesforce
11229845,Inactive Investor,Allyson Quinn,,"Northwestern Mutual Investment Services, LLC Asheville NC 138 Charlotte St",,,Salesforce
11127205,Inactive Investor,Nichole Katsanis,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",,,Salesforce
10612158,,Thomas Paron,Investment Advisor Representative,,tparon@compasscapitalct.com,,List Import
11173732,Inactive Investor,Harry Daily,Financial Advisor,Edward Jones Natchitoches LA 443 2nd St,shawn.daily@edwardjones.com,,Salesforce
11039715,Inactive Investor,Mary Crook,,PFS Investments Inc. Little Rock AR 1515 Market St,,,Salesforce
11012255,Inactive Investor,Jacob Mager,,LPL Financial LLC Shelton WA 2948 Olympic Hwy N,,,Salesforce
11086296,Inactive Investor,Mark Martinez,,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,mark.martinez@jpmorgan.com,,Salesforce
11226451,Inactive Investor,Michael Kelly,,Empirical Wealth Management,mkelly@empirical.net,206-923-3474,Salesforce
11024121,Inactive Investor,Carlos Rosales,,"Allstate Financial Services, LLC Avondale AZ 1457 N Eliseo Felix Jr Way",,,Salesforce
10922560,Inactive Investor,John Pelon,President;Regulatory Contact,Patrick Financial Group LLC.,jpelon@patrickfinancialgroup.com,,Salesforce
10874394,Inactive Investor,Cody Jeffcoat,,"Truist Investment Services, Inc. Cary NC 991 High House Rd",cody.jeffcoat@truist.com,,Salesforce
11074058,Inactive Investor,Donald Beckham,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",donald_beckham@ml.com,,Salesforce
222011,,guanting k,,[Unknown],guanting@faatcoifish.io,,Direct
10800576,Inactive Investor,Christopher Neston,,"Ausdal Financial Partners, Inc. Saint Paul MN 5959 Centerville Rd",,,Salesforce
10846931,Inactive Investor,John Black,,Cetera Advisor Networks LLC Miami FL 5251 SW 64th Ave,,,Salesforce
9609423,,wei quan loh,,,lohweiquanster@gmail.com,,List import
11123897,Inactive Investor,Jessica Morton,,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
10971343,Inactive Investor,Matthew Tarillion,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,matthew_tarillion@vanguard.com,,Salesforce
10995006,Inactive Investor,Colin Spain,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10819962,Inactive Investor,Gilbert Neighbors,,LPL Financial LLC Huntsville AL 3330 L and N Dr SW,keith.neighbors@lpl.com,,Salesforce
10841932,Inactive Investor,Van R Neely,,"Cambridge Investment Research, Inc. Murrieta CA Private Residence",,,Salesforce
10916402,Inactive Investor,Justin Castelli,Chief Compliance Officer;Financial Advisor;Founder;Managing Partner,RLS Wealth,justin@rlwealthmanagement.com,,Salesforce
10960141,Inactive Investor,Karen Geiling,,"Cambridge Investment Research, Inc. Lebanon NH 367 Rte 120",,,Salesforce
11129591,Inactive Investor,John Burke,,Citigroup Global Markets Inc. Uniondale NY 1 Rxr Plz,,,Salesforce
9629122,,Alson Chia,,,ventuschia@hotmail.com,,List import
11046815,Inactive Investor,Thomas Pence,Managing Director;Partner,Sapient Capital LLC,,,Salesforce
11014474,Inactive Investor,Philip Spires,,J.P. Morgan Securities LLC Bradenton FL 4310 53rd Ave E,philip.spires@jpmorgan.com,,Salesforce
9563662,,Sean Shea,,,ellen.clay@lfg.com,,List import
11199278,Inactive Investor,Bradley Wellens,,J.P. Morgan Securities LLC New York NY 28 Liberty St,bradley.wellens@jpmorgan.com,,Salesforce
9621039,,Troy Smith,,,troyc280@aol.com,,List import
9555124,,Brian Schmitt,,,brian.schmitt@valic.com,,
9620939,,A B,,,nexomain@protonmail.com,,List import
226456,, -,,[[Unknown]],smallwormy@gmail.com,,Initial Salesforce Import
171783,,Donald Fletcher,,[Unknown],fletcher.rob@gmail.com,,
11076040,Inactive Investor,Michael Mangels,Financial Advisor;Senior Vice President,Wealthspire Advisors,zach.mangels@wealthspire.com,,Salesforce
10862824,Inactive Investor,William Buchanan,,"Osaic Wealth, Inc. Houston TX 1225 North Loop W",,,Salesforce
9571394,,Stephan Winkler,,,swinkler@bluemountaincapital.com,,List import
10695983,,Jay Lanstein,,CANTELLA & CO INC,jlanstein@cantella.com,,List import
11032336,Inactive Investor,Crystal Billing,Chief Compliance Officer;Wealth Advisor,SFMG Wealth Advisors,crystal@sfmg.com,,Salesforce
10854038,Inactive Investor,Bethany Kelly,Assistant Complex Manager;Vice President,"RBC Capital Markets, LLC Boston MA 53 State St",bethany.kelly@rbc.com,,Salesforce
10756581,Inactive Investor,Dennis Berardi,Registered Associate,Morgan Stanley Westport CT 500 Post Road E,dennis.berardi@morganstanley.com,,Salesforce
11098726,Inactive Investor,Braxton Weimer,Director - Alternative Investments;Financial Advisor;Financial Planner;Portfolio Manager;Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,braxton.weimer@morganstanley.com,,Salesforce
10757698,Inactive Investor,Rebecca Urmeneta,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",rebecca.urmeneta@schwab.com,,Salesforce
10995981,Inactive Investor,Ros Von Carpio,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10975160,Inactive Investor,Rini Aich,,"RBC Capital Markets, LLC",,,Salesforce
11050484,Inactive Investor,Richard Escamilla,,PFS Investments Inc. Friendswood TX 1506 E Winding Way Dr,richard.escamilla@primerica.com,,Salesforce
11168464,Inactive Investor,Nick Ritter,,Fidelity Brokerage Services LLC,nick.ritter@fidelity.com,,Salesforce
10916103,Inactive Investor,Matthew Grieb,Financial Advisor,"Raymond James & Associates, Inc. Vienna VA 1850 Towers Crescent Plz",matt.grieb@raymondjames.com,,Salesforce
240195,,Brenda Allen,"Senior Operations Specialist, Aml Compliance Officer",[Unknown],ballen@sendero.com,,Database Upload
11200449,Inactive Investor,Robert Bond,Legal Counsel;President,"Bond Wealth Planning & Investments, PLLC",b.bond@bondwealthplanning.com,,Salesforce
10856563,Inactive Investor,Meghan Driscoll,Chief Financial Officer;Chief Human Capital Officer,Income Research + Management Boston MA 100 Federal St,mdriscoll@incomeresearch.com,,Salesforce
10606654,,Keith Smith,Relationship Manager,City National Rochdale,smithportfolioreviewservice@gmail.com,800-585-9798,List Import
1001980,Inactive Investor,Khosrow Semnani,Founder,SK Hart Management,ksemnani@skhart.com, +1 801 321 7725,
10658495,,Richard Callaghan,,,richard.g.callaghan@jpmorgan.com,,List Import
10814607,Inactive Investor,Donna Hamilton,,Janney Montgomery Scott LLC,dhamilton@janney.com,,Salesforce
10829386,Inactive Investor,Robert Crum,,"Horace Mann Investors, Inc. Belpre OH 2904 Washington Blvd",robert.crum@horacemann.com,,Salesforce
10869795,Inactive Investor,Rebecca Clark,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9614065,,Fernando Martin Saluzzi,,,fsaluzzi@gmail.com,,List import
10833686,Inactive Investor,Carl Domino,President,Carl Domino Inc.,do@carldomino.com,,Salesforce
10897944,Inactive Investor,Gina Lostracco,,"Fifth Third Securities, Inc. Naples FL 95 Price St",gina.lostracco@53.com,,Salesforce
10865263,Inactive Investor,Jordan Spears,,J.P. Morgan Securities LLC Wilmette IL 1200 Central Ave,jordan.m.spears@jpmorgan.com,,Salesforce
9546714,,Huey Tan,,,hueykein.tan@gmail.com,,List import
10980628,Inactive Investor,Pamela Harrington,,"Stifel, Nicolaus & Company, Incorporated Hauppauge NY 100 Motor Pkwy",,,Salesforce
10835991,Inactive Investor,Michael Egan,Chief Investment Officer;Financial Advisor;Managing Director,Diversified Management Inc,megan@diversifiedmanagement.com,,Salesforce
11114794,Inactive Investor,John Haas,Financial Services Professional,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",johnhaas@financialguide.com,,Salesforce
9584306,,Michael Sherman,,,msherman@drep.com,,List import
9555788,,beol eboza,,,beoleoboza2021@gmail.com,,List import
11208407,Inactive Investor,Carlos Vargas,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
9629741,,Cliff Palmer,,,register.theduffieldbomb@gmail.com,,List import
11024114,Inactive Investor,Joshua Greene,,LPL Financial LLC Janesville WI 2640 W Court St,joshua.greene@lpl.com,,Salesforce
9559659,,Patricia Whitehead,,,pw851920@gmail.com,,List import
10855783,Inactive Investor,David Gollner,Chief Executive Officer;President;Secretary;Vice President,"Legacy Advisory Group, Inc.",,,Salesforce
2439749,,Ankul Kumar,,,ankulkumar8551@gmail.com,,
11027657,Inactive Investor,Carol Skelly,,"Pruco Securities, LLC. Marlton NJ 525 Rte 73 N",carol.skelly@prudential.com,,Salesforce
9587035,,Saurabh Jawa,,,jaijawa65@gmail.com,,List import
10881274,Inactive Investor,Elizabeth Barrett,Chief Compliance Officer;Managing Member;Principal,"Apex Wealth Advisers, LLC",,,Salesforce
10889928,Inactive Investor,Kent Jewett,,"Farmers Financial Solutions, LLC Lenexa KS 8704 Bourgade St",,,Salesforce
339268,,Daneen Downey,Deputy General Counsel,Janney Montgomery Scott Llc,ddowney@jmsonline.com,215-665-6000,Manual List Upload
10611714,,John Walzer,Wealth Management Advisor,,john.walzer@tiaa.org,,List Import
10616476,,Eric Atkins,,,eric.t.atkins@jpmorgan.com,,List Import
11216826,,Matthew O'Connor,,,mpo@capgroup.com,,List Import
9613937,,Tigere Machonisa,,,tigere@gmail.com,,List import
11083898,Inactive Investor,Brent George,Financial Advisor,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",bgeorge@financialguide.com,,Salesforce
10928907,Inactive Investor,Marley Landrum,,UBS Financial Services Inc. Greenville SC 17 W McBee Ave,marley.landrum@ubs.com,,Salesforce
10819917,Inactive Investor,Andrew Conover,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,andrew.conover@primerica.com,,Salesforce
10963443,Inactive Investor,Jacquelyn Mccaw,,"Raymond James Financial Services, Inc. Naples FL 4501 Tamiami Trl N",jacquelyn.mccaw@raymondjames.com,,Salesforce
219636,,constantine la,,[Unknown],constantinela@icloud.com,,source
9593220,,Hans Haller,,,kilian_milan@gmx.net,,List import
9548778,,Kathleen Edwards,,,kathleencedwards@gmail.com,,List import
11006070,Inactive Investor,Carlos Del Rio-Madero,,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",,,Salesforce
10770793,Inactive Investor,Tiffany Spudich,Chief Client Officer;Member,Capital Cities Investments Indianapolis IN 47 S Meridian St,,,Salesforce
10967891,Inactive Investor,Gina Granich,,"Raymond James Financial Services, Inc. Lutz FL 17878 N US Hwy 41",gina.granich@raymondjames.com,,Salesforce
10613894,,Andrew Tse,"Financial Advisor, Senior Vice President",,andrew.tse@ubs.com,,List Import
11073048,Inactive Investor,Daniel Heller,Director;Financial Advisor,Oppenheimer & Co. Inc. Richmond VA 9020 Stony Point Pkwy,daniel.heller@opco.com,,Salesforce
11129003,Inactive Investor,Kyle Tetreault,,"GLP Investment Services, LLC",ktetreault@glpwins.com,,Salesforce
11106612,Inactive Investor,Brian Teffeteller,Financial Advisor,Morgan Stanley Augusta GA 1 10th St,,,Salesforce
11189246,Inactive Investor,Peter Pulido,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",peter.pulido@ampf.com,,Salesforce
10648398,,Julie Miller,,,julie.miller@fidelity.com,,List Import
11086121,Inactive Investor,Steven Misuraca,,"Allstate Financial Services, LLC Valley Park MO 516 Meramec Station Rd",,,Salesforce
11104104,Inactive Investor,Michael Carpenter,,"Wells Fargo Clearing Services, LLC Dallas TX 100 Crescent Ct",,,Salesforce
9579451,,Antonio Gonzalez,,,tgonzalez@fscadvisor.com,,List import
10887757,Inactive Investor,Ajay Jani,Chief Investment Officer;Managing Partner,"Single A Capital, LLC",ajay.jani@singleacapital.com,,Salesforce
10835803,Inactive Investor,Matthew Corrado,Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,matthew.corrado@ubs.com,,Salesforce
10845930,Inactive Investor,Keith Sweigert,,"Raymond James Financial Services, Inc. Sandusky OH 300 E Water St",keith.sweigert@raymondjames.com,,Salesforce
11038230,Inactive Investor,Hagan Mercer,,LPL Financial LLC Statesboro GA 201 S Main St,hagan.mercer@lpl.com,,Salesforce
10659016,,Bradley Bastion,,,bradley.bastion@primerica.com,,List Import
11199252,Inactive Investor,Robert Eason,Managing Member;Regulatory Contact;Secretary,"Dorian Eason Asset Management, LLC Germantown TN 6750 Poplar Ave",,,Salesforce
11181178,Inactive Investor,Ethan Gilley,Financial Advisor,Edward Jones Lenoir NC 136 Tremont Park Dr NE,ethan.gilley@edwardjones.com,,Salesforce
58145,,Todd Wiench,Chief Compliance Officer,Imperial Capital Asset Management Llc,twiench@imperialcapital.com,310-246-3793,Manual List Upload
336806,,David Roosevelt,"Co-Founder, Managing Member, Regulatory Contact",Roosevelt Capital Management LLC,david.roosevelt@rooseveltcapitalmanagement.com,214-871-2666,Manual List Upload
105363,,Ira Jekowsky,Retired,NA,irajekowsky@gmail.com,5712157200,Paid Search
11119779,Inactive Investor,Jennifer Cockram,Financial Advisor,"Ameriprise Financial Services, LLC Greenville SC 803 Roper Creek Dr",michele.cockram@ampf.com,,Salesforce
9626861,,Jason Hollis,,,jpwhollis@yahoo.com,,List import
341755,,Peter O'Neill,,"Summit Financial, Llc",poneill@sfr1.com,973-285-3600,Manual List Upload
11136228,Inactive Investor,Desiree De Hoyos,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. San Antonio TX 1435 N Loop 1604 W",,,Salesforce
11009818,Inactive Investor,Tanya Deaver,,"First Citizens Investor Services, Inc. Kinston NC 607 Plaza Blvd",tanya.deaver@firstcitizens.com,,Salesforce
11011304,Inactive Investor,David Vezina,,"Sequent Planning, LLC Freehold NJ 54 Jerseyville Ave",,,Salesforce
9621150,,?? ?,,,wlsrbs7231@gmail.com,,List import
10941933,Inactive Investor,Mary Viccari,,LPL Financial LLC Fairfield IA Private Residence,mary.viccari@lpl.com,,Salesforce
9561748,,U Jin Jo,,,j0jo@ucsd.edu,,List import
10869736,Inactive Investor,Robert Ginsberg,Financial Advisor,LPL Financial LLC Wallingford CT 265 N Main St,robert.ginsberg@lpl.com,,Salesforce
10809678,Inactive Investor,Timothy Pashley,,"Osaic Wealth, Inc. Ocean View NJ 1314 Rte 9",,,Salesforce
11026106,Inactive Investor,David Beaumont,,"Allstate Financial Services, LLC Boynton Beach FL 1260 S Federal Hwy",davidbeaumont@allstate.com,,Salesforce
10952985,Inactive Investor,Joyce Kim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 2100 Ross Ave",joyce.kim@ml.com,,Salesforce
10812388,Inactive Investor,Jonathan Satovsky,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,Satovsky Asset Management LLC,jonathan@satovsky.com,,Salesforce
11158082,Inactive Investor,Eric Schuster,,"First Command Brokerage Services, Inc. Fort Worth TX 4200 S Hulen St",ekschuster@firstcommand.com,,Salesforce
10885958,Inactive Investor,Robert Wiley,,LexAurum Advisors Johnston IA 5530 West Pkwy,,,Salesforce
11131791,Inactive Investor,Todd McDonald,Wealth Management Advisor,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",tmcdonald@financialguide.com,,Salesforce
11121044,Inactive Investor,Peter Richter,,Goldman Sachs & Co.,,,Salesforce
10791466,Inactive Investor,Emad Hasan,Private Client Advisor,J.P. Morgan Securities LLC Houston TX 712 Main St,emad.hasan@jpmorgan.com,,Salesforce
10953216,Inactive Investor,David Serrano,,"Ameriprise Financial Services, LLC Chicago IL 227 W Monroe St",david.serrano@ampf.com,,Salesforce
10856359,Inactive Investor,James Chase,Wealth Advisor,HighPoint Planning Partners Irvine CA 1 Park Plz,,,Salesforce
11023444,Inactive Investor,Laurie Grooms,,"Allstate Financial Services, LLC Chapin SC 220 Columbia Ave",lauriegrooms@allstate.com,,Salesforce
11237960,Inactive Investor,Maria Zuber,,"PERFORMANCE TRUST CAPITAL PARTNERS, LLC",mzuber@performancetrust.com,,Salesforce
11160243,Inactive Investor,Patsy Marshall,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,patsy.marshall@primerica.com,,Salesforce
11178990,Inactive Investor,Paul Verderese,,Commonwealth Financial Network Auburn MA 492 Washington St,pverderese@commonwealth.com,,Salesforce
236080,, -,,[[Unknown]],temurphy40@gmail.com,,
9572558,,Ardony Valcourt,,,avalcour@fau.edh,,List import
11163076,Inactive Investor,Daniel Steinberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 520 Newport Center Dr",,,Salesforce
2951694,,Chris Mancini,,,ptopher01@gmail.com,,
9564943,,Charles Miller,,,charles.miller@cfdinvestments.com,,List import
10901925,Inactive Investor,Holly Neault,,"Northwestern Mutual Investment Services, LLC Whitewater WI Private Residence",holly.neault@nm.com,,Salesforce
227144,, -,,[[Unknown]],kellylynn1013@gmail.com,,
10842092,Inactive Investor,James Krueger,,"MML Investors Services, LLC Rochester NY 400 Meridian Centre Blvd",jkrueger@financialguide.com,,Salesforce
10940366,Inactive Investor,Jemal Carter,,NYLIFE Securities LLC New York NY 285 Fulton St,jscarter@ft.newyorklife.com,,Salesforce
10929719,Inactive Investor,Michelle Gessner,Founder;Owner,Gessner Wealth Strategies LLC,mgessner@gessnerwealthstrategies.com,,Salesforce
11119848,Inactive Investor,James Senese,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",james.senese@equitable.com,,Salesforce
11177206,Inactive Investor,Qiqin Zhu,,Citigroup Global Markets Inc. Union City CA 1800 Decoto Rd,,,Salesforce
10826044,Inactive Investor,Scott Palmer,Chief Compliance Officer;Chief Executive Officer;Founder;President,"Defined Wealth, Inc.",spalmer@definedwealth.com,,Salesforce
11167965,Inactive Investor,Herlin Reyes Ramos,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyattsville MD 6495 New Hampshire Ave",,,Salesforce
10762159,Inactive Investor,Stephen Root,Senior Client Associate;Vice President,"Wells Fargo Clearing Services, LLC Annapolis MD 2661 Riva Rd",stephen.root@wellsfargoadvisors.com,,Salesforce
11092769,Inactive Investor,Collin Lindsey,,"Steward Partners Investment Solutions, LLC Lake Oswego OR 4949 Meadows Rd",collin.lindsey@stewardpartnersis.com,,Salesforce
11208979,Inactive Investor,Gregory Merkle,Financial Advisor,"Osaic Wealth, Inc. Orchard Park NY 3870 N Buffalo St",gmerkle@osaicwealth.com,,Salesforce
10809854,Inactive Investor,Cathleen Morici,,"HighTower Securities, LLC San Diego CA 12680 High Bluff Dr",cmorici@hightoweradvisors.com,,Salesforce
249299,,Henry Ngan,,HHN Capital LLC,henry.ngan@hhncapital.com,,Manual List Upload
10901806,Inactive Investor,Homer Davis,,"Osaic Wealth, Inc. Santa Clara CA Private Residence",,,Salesforce
10769483,Inactive Investor,Johnny Martinez,,Commonwealth Financial Network Saginaw MI 4905 Berl Dr,jmartinez@commonwealth.com,,Salesforce
112363,,YU CHO,,Jasper Ridge,bycho3@gmail.com,9173598764,
11059312,Inactive Investor,Nelson Cooney,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. San Francisco CA 350 California St",nelson.cooney@usbank.com,,Salesforce
11156086,Inactive Investor,Kailea Parrish,,J.P. Morgan Securities LLC Zanesville OH 1200 Brandywine Blvd,kailea.parrish@jpmorgan.com,,Salesforce
9540468,,GPIM Wilshire Institutional Master Fund SPC,,Wilshire Institutional Master Fund SPC,gpimprivatefunds@guggenheimpartners.com,,List Import
9548515,,Deborah Cofuentes,,,abcdplus1@live.com,,List import
231903,, -,,[[Unknown]],fernleybob2@yahoo.com,,Organic Search
10753073,Inactive Investor,Charles Nagelvoort,Financial Advisor,Edward Jones Front Royal VA 21 Lee St,chuck.nagelvoort@edwardjones.com,,Salesforce
9542421,,Stanford Joseph,,,srj94@yahoo.com,,List import
10604239,,Colin Keefe,Financial Advisor,Morgan Stanley,colin.keefe@morganstanley.com,614-798-3249,List Import
10801159,Inactive Investor,John Morgan,Financial Advisor;Vice President,Morgan Stanley Paramus NJ 61 S Paramus Rd,john.s.morgan@morganstanley.com,,Salesforce
11260497,Inactive Investor,Athena Yang,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
9562439,,Ed Caminiti,,,ed.caminiti@atomyze.us,,List import
335098,,David Abraham,Secretary,"Siena Capital Partners Gp, Llc",dabraham@sienacapital.net,312-559-1850,Manual List Upload
10807570,Inactive Investor,Carmen Wu,,Cetera Advisor Networks LLC Vienna VA 1919 Gallows Rd,,,Salesforce
10773958,Inactive Investor,Edward Scherer,Financial Advisor,"Wells Fargo Clearing Services, LLC Athens GA 315 Hawthorne Ln",kerry.scherer@wellsfargoadvisors.com,,Salesforce
332796,,Isacc Richard,Wealth Manager,First Republic - Los Angeles,irichard@firstrepublic.com,,
10952211,Inactive Investor,Robert Hammond,Officer;Regulatory Contact;Senior Financial Advisor,"Moneywatch Advisors, Inc.",robert@moneywatchadvisors.com,,Salesforce
11231254,Inactive Investor,Vijay Addanki,,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",,,Salesforce
11235449,Inactive Investor,Tonya White,Investment Advisor Representative,CSP Financial Group LLC Scottsdale AZ 14300 N Scottsdale Rd,,,Salesforce
9567171,,David Dobin,,,david.dobin@valic.com,,List import
11102633,Inactive Investor,Emeel Salem,,"Cambridge Investment Research, Inc. Birmingham AL 2839 Culver Rd",,,Salesforce
10817824,Inactive Investor,Denise Knight,,Cetera Financial Specialists LLC Mamaroneck NY 875 Mamaroneck Ave,denise.knight@ceterafs.com,,Salesforce
11030858,Inactive Investor,Dennis Wolfe,,"Raymond James Financial Services, Inc. Chattanooga TN 1200 Premier Dr",dennis.wolfe@raymondjames.com,,Salesforce
9644967,,James DeRosa,,,jamesmderosa@yahoo.com,,List import
11200456,Inactive Investor,Seth Elam,Associate;Wealth Advisor,"Sterling Wealth Management, Inc.",seth@sterlingwealthmanagement.com,,Salesforce
9550527,,ger Tann,,,gtann@hotmail.com,,List import
11161346,Inactive Investor,Annette Connors,Registered Client Associate,"Wells Fargo Clearing Services, LLC Johnson City NY 519 Columbia Dr",,,Salesforce
11041493,Inactive Investor,Lynda Lenz,,State Farm VP Management Corp. Wheatland WY 1309 9th St,lynda.lenz.gt4x@statefarm.com,,Salesforce
11069869,Inactive Investor,Brian Ames,,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",,,Salesforce
10776934,Inactive Investor,Jay Flamme,Chief Financial Officer;Principal,"Gateway Advisory, LLC",jflamme@gatewayadvisory.com,,Salesforce
73237,,Kevin Davis,Member And Chief Compliance Officer,"Davis & Wehrle, Llc",kevin@daviswehrlellc.com,512-346-1131,Manual List Upload
10919753,Inactive Investor,Stephen Miller,Chief Compliance Officer;Managing Member,"Forward Wealth Management, LLC",smiller@forwardwm.com,,Salesforce
10970577,Inactive Investor,Sean Knoerzer,Associate Partner;Wealth Advisor,Corient Itasca IL 2 Pierce Pl,sean.knoerzer@corient.com,,Salesforce
11071215,Inactive Investor,Brian Krause,Financial Advisor,PNC Investments Lexington KY 3001 Richmond Rd,brian.krause@pnc.com,,Salesforce
10552559,,Kassim Hussain,,,kassimoffice@yahoo.com,,Web Form Fillout
337171,, -,,[[Unknown]],acftmxpro@gmail.com,,Direct
11105115,Inactive Investor,Ken Angkham,,J.P. Morgan Securities LLC Cerritos CA 13223 South St,ken.angkham@jpmorgan.com,,Salesforce
242535,,John Davies,Wholesaler Fund Management,[Unknown],jpdavies@accurate-partners.com,59898484062,Database Upload
371167,,Erwien Hindarto,,[Unknown],erwien.hindarto@yahoo.com,,source
10658568,,Sedrick Mcdonald,,,sedrick.mcdonald@fmr.com,,List Import
10910890,Inactive Investor,Thomas Tobias,Chief Compliance Officer;Chief Executive Officer;Founder;President,Money Compass Advisors Woodside CA Private Residence,tom@moneycompassadvisors.com,,Salesforce
10913372,Inactive Investor,Scott Mohler,Financial Advisor,LPL Financial LLC Port Clinton OH Private Residence,scott.r.mohler@lpl.com,,Salesforce
49681,,Jeffrey Davis,,"Cantella & Co., Inc.",jdavis@cantella.com,828-898-3993,
11201548,Inactive Investor,Jennifer Rupp,Financial Advisor,"Hendershott Wealth Management, LLC",,,Salesforce
10510150,,Ben Becker,,Goldman Sachs Asset Management,ben.becker@gs.com,,List Import
11179933,Inactive Investor,Brian Bishop,,"Parsonex Securities, Inc.",brian.bishop@parsonex.com,,Salesforce
10769291,Inactive Investor,Michael Friehe,,"Northwestern Mutual Investment Services, LLC Mequon WI 12200 Corporate Pkwy",michael.friehe@nm.com,,Salesforce
10991885,Inactive Investor,Jeffrey Oneill,,NYLIFE Securities LLC Bethesda MD 6905 Rockledge Dr,joneill01@ft.newyorklife.com,,Salesforce
11000508,Inactive Investor,Kristen Ellifritz,,NYLIFE Securities LLC Rock Springs WY Private Residence,kellifritz@ft.newyorklife.com,,Salesforce
10858657,Inactive Investor,Aura Carmi,,Edelman Financial Engines Woodland Hills CA 21550 Oxnard St,acarmi@edelmanfinancialengines.com,,Salesforce
11133103,Inactive Investor,Travis Combe,,Mutual of America Securities LLC Boise ID 950 W Bannock St,travis.combe@mutualofamerica.com,,Salesforce
10881462,Inactive Investor,Soumya Varughese,Analyst;Wealth Management Analyst,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11304572,Inactive Investor,Sherry Chen,"Senior Director, Investments",FM Global,sherry.wongchen@fmglobal.com,781-906-3035,Google Natural Search
10804114,Inactive Investor,Lunda Mwansa,Financial Advisor,"Wells Fargo Clearing Services, LLC Midland TX 4307 N Midland Dr",lunda.k.mwansa@wellsfargo.com,,Salesforce
11104974,Inactive Investor,Karl Kreshpane,Managing Director;Senior Portfolio Manager,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,,,Salesforce
11016804,Inactive Investor,William Harrison,Private Wealth Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans LA 601 Poydras St",will.harrison@ml.com,,Salesforce
11099881,Inactive Investor,Jean Range,Senior Wealth Advisor,Ellenbecker Investment Group,jean@ellenbecker.com,,Salesforce
9637757,,Loc Trang,,,loc.trang@du.edu,,List import
10952249,Inactive Investor,Karandeep Kainth,,Citigroup Global Markets Inc. New York NY 153 E 53rd St,,,Salesforce
10484915,,Jian Kong,"Managing Director, President",Amerina International Capital Management LLC,gerald.jiam.kong@amerinacapital.com,,List Import
10790461,Inactive Investor,Alllison Miller,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 1600 John F Kennedy Blvd",,,Salesforce
9547285,,Sandy Chotai,,,chotais111@gmail.com,,List import
10841027,Inactive Investor,Scott Shubert,Chief Compliance Officer;Founder;Managing Partner;Partner;President,"Blue Granite Capital, LLC",scott@bluegranitecapital.com,,Salesforce
10979778,Inactive Investor,John Fear,,"Allstate Financial Services, LLC Lake Charles LA 523 Clarence St",,,Salesforce
10906280,Inactive Investor,Peter O'Connor,,Citigroup Global Markets Inc.,peter.w.oconnor@citi.com,,Salesforce
9628629,,Atila boraco,,,anatolfx@gmail.com,,List import
11136329,Inactive Investor,Sean Barrett,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,sean.barrett@fidelity.com,,Salesforce
10922196,Inactive Investor,Jon Shepherd,Chief Compliance Officer;Managing Member,"Trademark Retirement Income Planning, LLC",,,Salesforce
10844899,Inactive Investor,William Sayre,Financial Advisor,Wedbush Securities Inc. Sun Lakes AZ Private Residence,bill.sayre@wedbush.com,,Salesforce
97679,,David Latko,"President, Chief Compliance Officer","Latko Wealth Management, Ltd.",david.latko@lpl.com,815-469-8887,Manual List Upload
9625032,,Dustin Hays,,,hays.dustin@gmail.com,,List import
10119472,,Alberto Campos,,,acamposlopez@protonmail.com,8098013112,Web form fillout
9599769,,amritpal sall,,,asall@hotmail.co.uk,,List import
11091289,Inactive Investor,Andrew Hill,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10836885,Inactive Investor,Anthony Nakhla,,Network 1 Financial Securities Inc. Syosset NY 50 Jackson Ave,,,Salesforce
11174395,Inactive Investor,Migdalia Centeno,,J.P. Morgan Securities LLC Hollywood FL 9499 Sheridan St,migdalia.centeno@chase.com,,Salesforce
10954962,Inactive Investor,Noemi Albor,,"Principal Securities, Inc. Bethesda MD 6700 Rockledge Dr",albor.noemi@principal.com,,Salesforce
10998171,Inactive Investor,Sean Taylor,Chief Executive Officer;Treasurer,"Smith & Howard Wealth Management, LLC",staylor@smithhowardwealth.com,,Salesforce
10871239,Inactive Investor,Scott Gumble,Financial Advisor,LPL Financial LLC Fort Mitchell KY 529 Centre View Blvd,scott.gumble@lpl.com,,Salesforce
11080382,Inactive Investor,John Rocco,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Short Hills NJ 51 John F Kennedy Pkwy,john.rocco@ubs.com,,Salesforce
10970451,Inactive Investor,Jennifer Cannon,,"Horace Mann Investors, Inc. Dagsboro DE 31038 Country Gdns",,,Salesforce
10880681,Inactive Investor,Amy Rountree,,"Osaic Wealth, Inc. Rochester MN 2770 Commerce Dr NW",,,Salesforce
11079750,Inactive Investor,David Parsons,Financial Advisor;Financial Representative;Managing Director,"Northwestern Mutual Investment Services, LLC Wenatchee WA 18 S Mission St",david.parsons@nm.com,,Salesforce
11079281,Inactive Investor,Charles Morris,,"Raymond James Financial Services, Inc. Baton Rouge LA 5422 Superior Dr",charles.morris@raymondjames.com,,Salesforce
11100054,Inactive Investor,Laurey Wyble,,Thrivent Investment Management Inc. Lansing MI 3410 Belle Chase Way,laurey.wyble@thrivent.com,,Salesforce
11126103,Inactive Investor,Gregory Baker,,"Osaic Wealth, Inc. Tucson AZ 3275 W Ina Rd",,,Salesforce
10948232,Inactive Investor,Egor Shiroglazov,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 342 Washington St",egor.shiroglazov@ml.com,,Salesforce
9589209,,Eduard Naidenko,,,naidenkoed@gmail.com,,List import
11133333,Inactive Investor,Jonathan Striefsky,Financial Advisor,Morgan Stanley Duluth GA 2160 Satellite Blvd,jon.striefsky@morganstanley.com,,Salesforce
10828863,Inactive Investor,James Carter,,"Stifel, Nicolaus & Company, Incorporated Okemos MI 3590 Okemos Rd",,,Salesforce
11119565,Inactive Investor,Jason Gray,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jason.gray@fidelity.com,,Salesforce
11095944,Inactive Investor,Ian Jameson,Chief Compliance Officer;Director,"American Capital Advisory, LLC Emmett ID 500 N Washington Ave",ian@americapadvisory.com,,Salesforce
207027,,William Keator,,[Unknown],wckeator@gmail.com,,Other
11208561,Inactive Investor,Francine Lai,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,francine@gerberkawasaki.com,,Salesforce
9567251,,joe mellusi,,,jmellusi@gmail.com,,List import
11191429,Inactive Investor,Janice Cartwright,Co-Regional Director;Owner;Regional Director,CLG LLC,janice@clgwm.com,,Salesforce
9608902,,Eva Hebert,,,hebert2010e@gmail.com,,List import
11176839,Inactive Investor,Amya Butler,,J.P. Morgan Securities LLC Nottingham MD 8903 Belair Rd,,,Salesforce
11069742,Inactive Investor,Mark Cunningham,,"Farmers Financial Solutions, LLC Tulsa OK 8169 E 41st St",,,Salesforce
10826990,Inactive Investor,George Jankiewicz,,United Planners' Financial Services of America A Limited Partner Hunt Valley MD 11350 McCormick Rd,gsjankiewicz@unitedplanners.com,,Salesforce
10788893,Inactive Investor,Leonard Farnsworth,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,leonard.farnsworth@fidelity.com,,Salesforce
10794644,Inactive Investor,Thomas Schmidt,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",,,Salesforce
9631069,,Clemens Marckhoff,,,clemens.marckhoff@firstcoin.de,,List import
10942503,Inactive Investor,Colleen Sullivan,,"Raymond James Financial Services, Inc. San Angelo TX 3471 Knickerbocker Rd",colleen.sullivan@raymondjames.com,,Salesforce
11219425,,Steven Sherwood,,,ssherwood@cwscapital.com,,Other
372448,,Chuck Robertson,,United States,chuck@courtney-drew.com,,Salesforce
11193550,Inactive Investor,Russell Lewis,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Norfolk VA 2316 E Little Creek Rd",russell.lewis@wellsfargo.com,,Salesforce
11178762,Inactive Investor,Cici Hoang,,"Wells Fargo Clearing Services, LLC Cupertino CA 23000 Homestead Rd",cici.hoang@wellsfargo.com,,Salesforce
9552059,,Michael Rosenthal,,,michael.rosenthal@qvt.com,,List import
220254,,muzaiji MCK,,[Unknown],muzaiji@gmail.com,,Direct
11058083,Inactive Investor,Jonathan Burnham,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10957312,Inactive Investor,Zachary Wolfe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9566911,,Michael Koppenhaver,,,cmkope@comcast.net,,List import
10968843,Inactive Investor,Shantia Coley,Associate General Counsel,Edward Jones,,,Salesforce
9630467,,BARTLOMIEJ KUNOWSKI,,,kunowski@gmail.com,,List import
11101200,Inactive Investor,Erin Whitehurst,,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",,,Salesforce
372604,,sfaddegon@gmail.com Faddegon,,[Unknown],sfaddegon@gmail.com,,source
11205819,Inactive Investor,Andrea Brezoi,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Laguna Niguel CA 28202 Cabot Rd",andrea.brezoi@ml.com,,Salesforce
10804117,Inactive Investor,Jeffrey Holley,Financial Advisor;Partner;Portfolio Manager;Vice President,"Detalus Advisors, LLC",jholley@detalus.com,,Salesforce
9588387,,Sean Waters,,,swaters@cookstreetconsulting.com,,List import
10877073,Inactive Investor,Keith Campbell,Chief Investment Officer,"Smart Portfolios, LLC",kcampbell@smartportfolios.com,,Salesforce
9579280,,Jeffrey Lubell,,,lubelljeff@hotmail.com,,List import
10962388,Inactive Investor,Abdur Chowdhury,,"Farmers Financial Solutions, LLC Marlboro NJ 9 S Main St",achowdhury@farmersagent.com,,Salesforce
241983,,Andrew Wilson,Financial Advisor/OSJ Principal,"Bankers Life Securities, Inc.",andrew.wilson@bankerslife.com,,Event
10945859,Inactive Investor,Ketevan Badurashvili,,J.P. Morgan Securities LLC New York NY 1860 Broadway,kate.badurashvili@chase.com,,Salesforce
11107315,Inactive Investor,Angel Covarrubias Perez,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,angel.covarrubias-perez@jpmorgan.com,,Salesforce
11079667,Inactive Investor,Michael Barton,Financial Advisor,Edward Jones Tempe AZ 2033 E Warner Rd,michael.barton@edwardjones.com,,Salesforce
11128793,Inactive Investor,Russell Church,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,russell.church@primerica.com,,Salesforce
9617152,,Greg Shell,,,gshell@baincapital.com,,List import
10964040,Inactive Investor,Jacob Williams,,"Cambridge Investment Research, Inc. Bradenton FL 2025 Lakewood Ranch Blvd",,,Salesforce
11153277,Inactive Investor,Frank Emmerling,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC New Kensington PA 3275 Leechburg Rd",,,Salesforce
10884023,Inactive Investor,Jeff Richman,,"U.S. Bancorp Investments, Inc. Erie CO 3338 Arapahoe Rd",jeff.richman@usbank.com,,Salesforce
11176420,Inactive Investor,Kermit Iverson,,Cetera Investment Services LLC Saint Paul MN 1820 Lexington Ave N,kermit.iverson@ceterais.com,,Salesforce
10961553,Inactive Investor,Alexander Southe,Associate,Edward Jones Peoria IL 7815 N Knoxville Ave,,,Salesforce
10913530,Inactive Investor,Denise Filardo,Administrative Assistant,LPL Financial LLC Hamden CT 2319 Whitney Ave,denise.filardo@lpl.com,,Salesforce
10780326,Inactive Investor,Lawrence Connelly,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",,,Salesforce
11070696,Inactive Investor,Kristina Hamilton,,SECU Brokerage Services Knightdale NC 809 N Smithfield Rd,kristina.hamilton@ncsecu.org,,Salesforce
11048438,Inactive Investor,Robert Allen,,"Farmers Financial Solutions, LLC Danville CA 185 Front St",callen@farmersagent.com,,Salesforce
11077280,Inactive Investor,Benjamin Weddle,Senior Financial Associate,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",benjamin.weddle@rbc.com,,Salesforce
10773816,Inactive Investor,Caroline Hansen,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",caroline.hansen@rbc.com,,Salesforce
11194493,Inactive Investor,Benjamin Marlor,,"MML Investors Services, LLC Manchester CT 201 E Center St",,,Salesforce
349163,,Jeremy Graff,Chief Manager,Graff Financial Llc,jeremy@grafffinancial.com,612-605-0664,Manual List Upload
9577668,,Bar?? Türko?lu,,,baristu@gmail.com,,List import
11173102,Inactive Investor,Amy Stanton,,Key Investment Services LLC Wappingers Falls NY 1555 Rte 9,amy.stanton@key.com,,Salesforce
348218,,Michele Blood,Vice President,"Front Street Capital Management, Inc.",michele@frontstreetcap.com,406-541-0130,Manual List Upload
11222719,,Patricia Flynn,,,trish.flynn@prudential.com,,List Import
10872589,Inactive Investor,Michael Kostich,,LPL Financial LLC Pinehurst NC 40 Parker Ln,mike.kostich@lpl.com,,Salesforce
11185565,Inactive Investor,Nhi Do,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10896713,Inactive Investor,Chester Lloyd,Chief Compliance Officer;Compliance Officer;Corporate Secretary;Partner;Secretary,"Coston, McIsaac & Shea Financial Advisors",gary@costonshea.com,,Salesforce
9644768,,Cassie Legrand,,,legrancas@yahoo.com,,List import
240229,,Imar Rodriguez,,Snowden Lane Partners,irodriguez@snowdenlane.com,,Database Upload
9629517,,Kenny Watts,,,landowatts@gmail.com,,List import
337376,,Jaclyn Shifren,Controller,"Carl Marks Management Company, Llc",jshifren@carlmarks.com,212-909-8400,Manual List Upload
9567722,,ricky makala,,,rickymakala@gmail.com,,List import
11104620,Inactive Investor,Brian Henning,Financial Advisor,Key Investment Services LLC Massena NY 41 Main St,brian_henning@kisinvestments.com,,Salesforce
11076601,Inactive Investor,Natalie Weisenberger,,"Saybrus Equity Services, LLC Shorewood MN Private Residence",nweisenberger@saybruspartners.com,,Salesforce
11087067,Inactive Investor,Kevin Seufzer,,"Harbour Investments, Inc. Milwaukee WI 3870 S 108th St",,,Salesforce
11147728,Inactive Investor,Ward Goldberg,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
11102335,Inactive Investor,Tod Spring,Advisor,Spring Capital Management,,,Salesforce
11183768,Inactive Investor,James Lukanich,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",jim.lukanich@wfafinet.com,,Salesforce
11106388,Inactive Investor,Alexander Kallweit,Premier Banker,"Wells Fargo Clearing Services, LLC Phoenix AZ 5151 N 44th St",,,Salesforce
9643834,,r t,,,ashlynn76@yahoo.com,,List import
9546507,,Jerome Jostak,,,jerome.jostak@transamerica.com,,List import
10895666,Inactive Investor,Brandon Allee,Financial Advisor,LPL Financial LLC Anadarko OK 106 E Broadway St,brandon.allee@lpl.com,,Salesforce
10983246,Inactive Investor,David Alberts,,"Ameriprise Financial Services, LLC Du Bois PA 614 Liberty Blvd",david.alberts@ampf.com,,Salesforce
9609066,,Frank Lee,,,frank@franklinlee.com,,List import
9558670,,Linda Mussetter,,,linda@bcnfin.com,,List import
10879237,Inactive Investor,Cary Beach,,The Huntington Investment Company Columbus OH 7 Easton Oval,cary.beach@huntington.com,,Salesforce
11001052,Inactive Investor,Kyle Lombardo,Financial Advisor,"Equitable Advisors, LLC Wellesley Hills MA 93 Worcester St",kyle.lombardo@equitable.com,,Salesforce
11023664,Inactive Investor,Michael Paul,,"Allstate Financial Services, LLC Lutherville Timonium MD 2418 York Rd",,,Salesforce
11060370,Inactive Investor,Armen Guleserian,Financial Advisor,LPL Financial LLC Laguna Niguel CA 29231 Kestrel Ln,armen.guleserian@lpl.com,,Salesforce
10928596,Inactive Investor,Renee Metcalf,Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",,,Salesforce
164835,,M S,,[Unknown],mcore@hotmail.de,,Direct
9545778,,Anthony Hicks,,,anthony.hicks@transamerica.com,,List import
10865802,Inactive Investor,Alfred Tounjian,Chief Compliance Officer;Founder;Managing Member;President,Advantage Retirement Group,alfie@savingtheinvestor.com,,Salesforce
10974646,Inactive Investor,David Aguilera,,J.P. Morgan Securities LLC Katy TX 6810 S Fry Rd,david.aguilera@jpmorgan.com,,Salesforce
11067994,Inactive Investor,John Handley,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Victoria TX 405 Buena Vista Ave",john.d.handley@wellsfargo.com,,Salesforce
11071191,Inactive Investor,Joseph Moore,,"Cambridge Investment Research, Inc. Knoxville TN 9724 Kingston Pike",,,Salesforce
9645912,,Neal Mandel,,,nmandel@tanventure.com,,List import
10478032,,Nelson Ma,,,mkm950@hotmail.com,,Web Form Fillout
10901220,Inactive Investor,Lanita Harris,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",lanita.harris@nm.com,,Salesforce
10802829,Inactive Investor,Kevin Bayani,,"Cadaret, Grant & Co., Inc. Hackensack NJ 1 University Plaza Dr",kbayani@cadaretgrant.com,,Salesforce
10780098,Inactive Investor,Marshall Wiley,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,marshall.wiley@fidelity.com,,Salesforce
10611689,,Christopher Bardwell,Senior Financial Advisor,,christopher.bardwell@wellsfargo.com,,List Import
11189275,Inactive Investor,Ralph Schneider,,Lincoln Investment Horsham PA 5 Walnut Grove Dr,rschneider@lincolninvestment.com,,Salesforce
11009170,Inactive Investor,Emir Mansfield,Senior Supervisory Control Specialist,"Wells Fargo Clearing Services, LLC",emir.mansfield@wellsfargoadvisors.com,,Salesforce
11000879,Inactive Investor,Kristina Love,,J.P. Morgan Securities LLC Washington DC 5501 Connecticut Ave NW,kristina.love@jpmorgan.com,,Salesforce
11109212,Inactive Investor,Roberto Ortega Ramos,,PFS Investments Inc. Hialeah FL 5901 NW 183rd St,roberto.ortega@primerica.com,,Salesforce
11118787,Inactive Investor,Alexandria Pigg,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,alpigg@ft.newyorklife.com,,Salesforce
9551064,,Mikel Dainwood,,,mikeldainwood@gmail.com,,List import
11146687,Inactive Investor,Andrew Davis,,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",,,Salesforce
11231957,Inactive Investor,Samuel Boerman,,Fidelity Brokerage Services LLC,,,Salesforce
11119231,Inactive Investor,Richard Fletcher,,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",richard.s.fletcher@wellsfargo.com,,Salesforce
10896784,Inactive Investor,Shannon Sweeney,,Edward Jones Davison MI 10004 E Lippincott Blvd,shannon.sweeney@53.com,,Salesforce
9617764,,Robert Barnard,,,rbarnard@blackmaplecapital.com,,List import
11047314,Inactive Investor,Marc Nock,,"Pruco Securities, LLC. Brooklyn NY 33 35th St",marc.nock@prudential.com,,Salesforce
11051966,Inactive Investor,Shane Miller,,"Pruco Securities, LLC. Camp Hill PA 150 Corporate Center Dr",shane.miller@prudential.com,,Salesforce
1002768,Inactive Investor,Edward Meyer,Chairman,Ocean Road Advisors,edward.meyer@oceanroadadvisors.com, +1 212 599 3500,
10885734,Inactive Investor,Nicole Perkins,Director;Partner,"Gresham Partners, LLC",nperkins@greshampartners.com,,Salesforce
11134121,Inactive Investor,Thomas McKnight,Financial Advisor;First Vice President,Morgan Stanley Saint Petersburg FL 150 2nd Ave N,thomas.mcknight@morganstanley.com,,Salesforce
11018122,Inactive Investor,Samuel Burkart,,"Osaic Wealth, Inc. Pewaukee WI N27W23957 Paul Rd",,,Salesforce
11118100,Inactive Investor,John Doris,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hamden CT 2321 Whitney Ave",dorisj@stifel.com,,Salesforce
10774951,Inactive Investor,Joseph Shin,,"Bessemer Investor Services, Inc. Chicago IL 70 W Madison St",shin@bessemer.com,,Salesforce
10875800,Inactive Investor,Andrew Tufford,Financial Advisor,LPL Financial LLC Minneapolis MN 4536 France Ave S,andrew.tufford@lpl.com,,Salesforce
9562865,,James Thibaut,,,jthibaut@financialguide.com,,List import
10796692,Inactive Investor,Shane Moncada,Financial Professional,"Equitable Advisors, LLC Tucson AZ 7560 N La Cholla Blvd",shane.moncada@equitable.com,,Salesforce
11195095,Inactive Investor,Greg Wells,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Washington DC 2100 Pennsylvania Ave NW",greg.wells@rbc.com,,Salesforce
10661701,,Jonathan Lubin,,,jl@gerchen.com,,List Import
10940125,Inactive Investor,Misty Doucet,Financial Advisor,LPL Financial LLC Southfield MI 28411 Northwestern Hwy,misty.l.doucet@lpl.com,,Salesforce
240688,,Rule Elizabeth,,[Unknown],elizabeth.rule@broadridge.com,,Event
220034,,Prateek Patidar,,[Unknown],prateekp547@gmail.com,,Direct
10927626,Inactive Investor,Sara Reeves,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 150 N College St",,,Salesforce
248231,,Stephanie Grayson,Founder,Stephanie Grayson Arts LLC,stephaniegrayson@alumni.upenn.edu,,Manual List Upload
10761275,Inactive Investor,David Burke,Financial Advisor;Managing Director,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,stoney.burke@opco.com,,Salesforce
11078438,Inactive Investor,Janeht Rodriguez,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
11086661,Inactive Investor,Amy Stodola,Financial Advisor,Edward Jones La Crosse WI 1212 Horton St,amy.stodola@edwardjones.com,,Salesforce
11011045,Inactive Investor,Rigoberto Mendieta,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10767521,Inactive Investor,Michael Faust,Director;Executive Vice President;President;President - Wealth Management,"Bailard, Inc.",mfaust@bailard.com,,Salesforce
10834474,Inactive Investor,Byron Davis,,"Wells Fargo Clearing Services, LLC Columbia MD 10490 Little Patuxent Pkwy",byron.davis@wellsfargoadvisors.com,,Salesforce
10840919,Inactive Investor,Jennifer Mosca,,"Charles Schwab & Co., Inc.",jennifer.mosca@schwab.com,,Salesforce
11182764,Inactive Investor,Andrew Marino,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11166492,Inactive Investor,Michael Childers,,"MML Investors Services, LLC Dublin OH 5455 Rings Rd",michaelchilders@financialguide.com,,Salesforce
10919364,Inactive Investor,John Loranger,Chief Compliance Officer,"The Patriot Financial Group, LLC Westborough MA 182 Turnpike Rd",,,Salesforce
10935636,Inactive Investor,Ericka Skeldon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland OR 1211 SW 5th Ave",ericka.skeldon@ml.com,,Salesforce
9620022,,Irene Sun,,,irenernas@gmail.com,,List import
9550845,,Nelson Peltz,"Chief Executive Officer, Limited Partner","Trian Fund Management, L.P.",npeltz@trianpartners.com,,List import
6427636,,yut dara,,,riwiki8948@chotunai.com,,Web Form Fillout
11220107,,Joel Schneider,,,joel.schneider@dfafunds.com,,Other
11015998,Inactive Investor,Rawia Maamoun,Associate;Client Service Associate;Financial Planning Associate,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",,,Salesforce
10842734,Inactive Investor,Philip Ciarrochi,,"American Heritage Securities, Inc. Cuyahoga Falls OH 1013 Portage Trl",pciarrochi@egifinancial.com,,Salesforce
11010172,Inactive Investor,Karla Mejia,,Boreal Capital Securities LLC,karla.mejia@borealcm.com,,Salesforce
11134344,Inactive Investor,Rennel Rodarmel,,"Allstate Financial Services, LLC Williamsport PA 921 Westminster Dr",,,Salesforce
337817,,Gary Manowitz,Chief Financial Officer,Blue Torch Capital Lp,gmanowitz@bluetorchcapital.com,212-503-5850,Manual List Upload
10868587,Inactive Investor,Ethan Kirwin,,HSBC Securities (USA) Inc.,,,Salesforce
10796659,Inactive Investor,William Brewster,Financial Advisor;Senior Portfolio Manager;Vice President,Morgan Stanley Orlando FL 201 E Pine St,william.brewster3@morganstanley.com,,Salesforce
10946705,Inactive Investor,Kevin Sharman,,"Allstate Financial Services, LLC Sanford NC 2817 S Horner Blvd",kevinsharman@allstate.com,,Salesforce
10919247,Inactive Investor,Matthew Scales,Partner,"Signal Ridge Capital Partners, LLC",mscales@signalridgecp.com,,Salesforce
9565768,,Richard Northuis,,,rnorthuis@fscadvisor.com,,List import
374414,,Brian Porter,,,solo@destoria.io,5038061649,Salesforce
11207297,Inactive Investor,Morgan Ziegler,,"Raymond James Financial Services, Inc. Manhattan KS 1011 Poyntz Ave",morgan.ziegler@raymondjames.com,,Salesforce
4140,,Sachin Shah,Chief Operating Officer,55ip,sshah@55-ip.com,617-960-9559,
11103320,Inactive Investor,Jenna Baier,,"Northwestern Mutual Investment Services, LLC Bloomington IL 102 S East St",jenna.baier@nm.com,,Salesforce
11132087,Inactive Investor,Jeffrey Iannone,Chief Compliance Officer;Chief Executive Officer;President,"Ables, Iannone, Moore & Associates, Inc.",jiannone@aimainc.com,,Salesforce
10778196,Inactive Investor,Lori Payne,Senior Wealth Strategy Associate,UBS Financial Services Inc. Little Rock AR 10800 Financial Centre Pkwy,lori.payne@ubs.com,,Salesforce
11088079,Inactive Investor,Michael Cope,Chief Compliance Officer;Managing Member;President;Senior Partner,"Pinnacle Planning Advisors, LLC Lincolnshire IL 39 Coldstream Cir",,,Salesforce
9633420,,Renald MILLOT,,,direction@millenium-mti.com,,List import
11079223,Inactive Investor,James Peller,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Merrillville IN 707 E 80th Pl",jim_peller@ml.com,,Salesforce
10772303,Inactive Investor,Colin Sullivan,Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",csullivan5@ml.com,,Salesforce
10888284,Inactive Investor,Matthew Tabler,,LPL Financial LLC Bellevue WA 10900 NE 4th St,matthew.tabler@lpl.com,,Salesforce
11126848,Inactive Investor,Dennis Fitzgerald,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Seal Beach CA 3010 Old Ranch Pkwy",dennis.fitzgerald@rbc.com,,Salesforce
10846850,Inactive Investor,Ha Luu,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,ha.luu@jpmorgan.com,,Salesforce
11235429,Inactive Investor,Christopher Campisano,Investment Strategist,Attessa Capital LLC,ccampisano@attessacapital.com,,Salesforce
11064601,Inactive Investor,Junghyun Lee,,NYLIFE Securities LLC Herndon VA 625 Elden St,jlee@eaglestrategies.com,,Salesforce
10979447,Inactive Investor,Amy Mitchell,Senior Wealth Advisor,Hemington Wealth Management,amy.mitchell@hemingtonwm.com,,Salesforce
11166208,Inactive Investor,Dennis Sullivan,,"Raymond James Financial Services, Inc. Naples FL 5495 Bryson Dr",,,Salesforce
9600506,,Michael Nelson,,,bitvesting@outlook.com,,List import
10800052,Inactive Investor,Kyle Jahng,,NYLIFE Securities LLC Los Angeles CA 6300 Wilshire Blvd,kchang@ft.newyorklife.com,,Salesforce
11131573,Inactive Investor,Grant Chandler,Financial Advisor Trainee,Edward Jones Madison AL 814 Palmer Rd,grant.chandler@edwardjones.com,,Salesforce
10898279,Inactive Investor,Thomas Trauger,,"Wells Fargo Advisors Financial Network, LLC Long Beach CA 6460 E Pacific Coast Hwy",thomas.traugerjr@wfafinet.com,,Salesforce
10846895,Inactive Investor,Jose Flores,,PFS Investments Inc. Las Vegas NV 1421 E Sunset Rd,jose.flores@primerica.com,,Salesforce
9543216,,Nichole Kinghorn,,,nkinghorn@firstmerchants.com,,List import
11090478,Inactive Investor,Alexander Woods,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,alexander.woods@us.hsbc.com,,Salesforce
10946813,Inactive Investor,Lauren Peter,,"Northwestern Mutual Investment Services, LLC Waukesha WI N14W23833 Stone Ridge Dr",lauren.peter@nm.com,,Salesforce
9584811,,Ben Meyler,,,bmeyler@oldironsidesenergy.com,,List import
11177473,Inactive Investor,Dominick Aurelio,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
245604,,Herman Chen,TransGlobal Holding Company,TransGlobal Holding Company,herman.chen@transglobaladvisory.com,,Manual List Upload
10619696,,Jennifer Stickler,,,jennifer.stickler@raymondjames.com,,List Import
335475,,Melissa Babb,Senior Managing Director,"Harbert Fund Advisors, Inc.",mbabb@harbert.net,205-/98-75500,Manual List Upload
11115984,Inactive Investor,Michael Tschida,,State Farm VP Management Corp. Northfield MN 1405 Heritage Dr,mike.tschida.f268@statefarm.com,,Salesforce
11060770,Inactive Investor,Cecilio Miranda,,Key Investment Services LLC Amsterdam NY 4773 State Hwy 30,cecilio.miranda@key.com,,Salesforce
10879434,Inactive Investor,William Anderson,Portfolio Manager;Wealth Advisor,Carnegie Investment Counsel,wanderson@carnegieinvest.com,,Salesforce
11142089,Inactive Investor,Victoria Wiezorek,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",victoria.wiezorek@ml.com,,Salesforce
221675,,Anirudh Malpani,,Anirudh Foods Pvt Ltd.,anirudh@malpani.co.in,9.19425E+11,
9624983,,Visar Rexhepi,,,rexhepi@hotmail.com,,List import
11124315,Inactive Investor,David Bernard,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",david.bernard@nm.com,,Salesforce
10695980,,Connor Doran,,Canoe Intelligence,connor.doran@canoeintelligence.com,,List Import
341339,,Jeffrey Rose,"COO, CFO, CCO","Steamboat Capital Partners, Llc",jrose@steamboatcp.com,212-986-1703,Manual List Upload
235597,, -,,[[Unknown]],cosman2001@mac.com,,
11108766,Inactive Investor,Eugenia Monteverde,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,hernandezeg@ft.newyorklife.com,,Salesforce
9616131,,Eric Qian,,,eric.qian@emles.com,,List import
10832858,Inactive Investor,Robert Crago,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
11138137,Inactive Investor,Danielle Pettiette Erlinger,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,danielle.pettietteerlinger@fidelity.com,,Salesforce
11065360,Inactive Investor,Michael Croce,,"Stifel, Nicolaus & Company, Incorporated",crocem@stifel.com,,Salesforce
9605770,,Terry Smith,,,tsmith@teamemerald.com,,List import
347857,,Alexander Angst,Financial Advisor,Johnson Brunetti,aangst@johnsonbrunetti.com,860-372-4800,
11160192,Inactive Investor,Ryan Jarzombek,Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",ryan.jarzombek@ml.com,,Salesforce
10978500,Inactive Investor,Kristine Stine,,LPL Financial LLC West Lafayette IN 1551 Win Hentschel Blvd,kristine.stine@lpl.com,,Salesforce
227939,, -,,[[Unknown]],rbarry@gmx.com,,Organic Search
10965455,Inactive Investor,Josie Davis,Associate Financial Advisor,"Ameriprise Financial Services, LLC Oskaloosa IA 1205 A Ave E",josie.davis@ampf.com,,Salesforce
11125876,Inactive Investor,Ronald Smiley-Avery,,J.P. Morgan Securities LLC Columbus OH 2475 S Hamilton Rd,ronald.smiley-avery@jpmorgan.com,,Salesforce
10948894,Inactive Investor,Megan Blum,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,megan.blum@fmr.com,,Salesforce
11029301,Inactive Investor,Andrew Lindenberg,Financial Advisor,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",andrew.lindenberg@equitable.com,,Salesforce
335538,,Peggy Brinn,Corporate Secretary,"Veratis Advisors, Inc.",pbrinn@veratisadvisors.com,919-460-8875,Manual List Upload
10782577,Inactive Investor,Elana Feigenblatt,,Cabot Lodge Securities LLC,elana.feigenblatt@clsecurities.com,,Salesforce
11029130,Inactive Investor,Linda Huculak,Insurance Specialist;Operations Manager,"Ameriprise Financial Services, LLC Frankfort IL 10339 W Lincoln Hwy",linda.huculak@ampf.com,,Salesforce
11006469,Inactive Investor,Glenn Graves,Financial Advisor,"Northwestern Mutual Investment Services, LLC West Palm Beach FL 250 S Australian Ave",glenn.graves@nm.com,,Salesforce
9547158,,Ann Calayag,,,ann.calayag@gmail.com,,List import
11050945,Inactive Investor,Patricio Dillon,Chief Compliance Officer;Investment Banking Analyst,Cypress Capital Group,patricio.dillon@cypresscapitalgroup.com,,Salesforce
10859084,Inactive Investor,Karen Mariani,Financial Advisor,"Ameriprise Financial Services, LLC Manchester MO Private Residence",karen.x.scullymariani@ampf.com,,Salesforce
333875,,Walker Simmons,Partner,Pamlico Capital,walker.simmons@pamlicocapital.com,704-414-7150,Manual List Upload
10795604,Inactive Investor,John Gaynor,Vice President - Wealth Management,"Raymond James & Associates, Inc. Auburn Hills MI 27 S Squirrel Rd",john.gaynor@raymondjames.com,,Salesforce
102324,,Tracy Thornlow,,Legacy Wealth Planners,tracy@legacywp.net,,
334488,,Jim Johnson,Founding Partner,"Spp Management Services, Llc",jjohnson@summitparkllc.com,704-654-3400,Manual List Upload
10901065,Inactive Investor,Michael Malone,,"Charles Schwab & Co., Inc. Haslet TX Private Residence",,,Salesforce
11089687,Inactive Investor,Elizabeth Sprout,,J.P. Morgan Securities LLC Westerville OH 370 S Cleveland Ave,elizabeth.a.sprout@jpmorgan.com,,Salesforce
339039,,Raphael Schorr,Partner,Highvista Strategies Llc,rschorr@highvistastrategies.com,617-406-6500,Manual List Upload
9604805,,Bill Connell,,,william.connell@lpl.com,,List import
10864782,Inactive Investor,Andrew Colquitt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11090962,Inactive Investor,Daisy Feng,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,daisy.feng@ubs.com,,Salesforce
9640017,,Robert Flanigan,,,rflaniga@spelman.edu,,List import
10881432,Inactive Investor,James Todd,Client Service Associate,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,,,Salesforce
9601436,,Richard Ezeh,,,solomonchidera686@yahoo.com,,List import
10954932,Inactive Investor,Robert Love,,Cetera Advisor Networks LLC Du Bois PA Private Residence,,,Salesforce
10999343,Inactive Investor,Sergio Ortiz,,J.P. Morgan Securities LLC Duncanville TX 303 S Main St,sergio.ortiz@jpmorgan.com,,Salesforce
105530,,JOHN LEE,,RETIRED,leejohn6572@aol.com,3175143915,Web Form
9545266,,Kim Ip,,,kip@evokeadvisors.com,,List import
11099387,Inactive Investor,Esther Park,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley Hills MA 45 William St",esther.park@ml.com,,Salesforce
9626027,,Jeffrey Mcconaha,,,statetrooper18@hotmail.com,,List import
10657321,,Gajalakshmi Ramkumar,,,gajalakshmi.p.ramkumar@chase.com,,List Import
10941921,Inactive Investor,Brett Rhodes,,"Stifel, Nicolaus & Company, Incorporated",,,Salesforce
11035138,Inactive Investor,Wendy Tovsky,,"Osaic Wealth, Inc. Morrisville PA 1790 Yardley Langhorne Rd",,,Salesforce
11015067,Inactive Investor,Heath Westerkamp,,PFS Investments Inc. Bettendorf IA 2435 Kimberly Rd,,,Salesforce
10779430,Inactive Investor,Paul Alberini,Financial Advisor,"Wells Fargo Clearing Services, LLC Las Vegas NV 8474 Rozita Lee Ave",alberipr@wellsfargo.com,,Salesforce
10816548,Inactive Investor,Jason Ezzell,,"HighTower Securities, LLC Folsom CA 101 Parkshore Dr",jezzell@hightoweradvisors.com,,Salesforce
10952338,Inactive Investor,Irene Kelley,,"Sunbelt Securities, Inc. Beaumont TX 2615 Calder St",irene.kelley@sunbeltsecurities.com,,Salesforce
10857305,Inactive Investor,David Huffman,Financial Consultant,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",,,Salesforce
9626579,,Timothy Hanna,,,timmyhanna66@gmail.com,,List import
11178237,Inactive Investor,Lori Stegmann,,"Farmers Financial Solutions, LLC Portland OR 202 SE 181st Ave",john.lstegmann@farmersagency.com,,Salesforce
11048034,Inactive Investor,Dennis Fiore,Agent,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",dfiore@financialguide.com,,Salesforce
9597888,,Daniel Pettway,,,dpettway@councilmark.com,,List import
11146205,Inactive Investor,John Seaman,Financial Advisor;Financial Planning Specialist;First Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,john.p.seaman@morganstanley.com,,Salesforce
9632946,,rene maas,,,123renemaas@gmail.com,,List import
10615530,,Giuseppe Bianco,"Financial Advisor, Founder, Principal",,giuseppe.a.bianco@gmail.com,,List Import
11006211,Inactive Investor,Morgan Hammer,Financial Advisor,Edward Jones New Braunfels TX 1528 Common St,morgan.hammer@edwardjones.com,,Salesforce
10753442,Inactive Investor,Christopher De Luca,Executive Director,UBS Financial Services Inc. Weehawken NJ 1000 Harbor Blvd,christopher.deluca@ubs.com,,Salesforce
11087214,Inactive Investor,Joseph Johnson,,LPL Financial LLC Pitman NJ 130 N Woodbury Rd,joe.johnson@lpl.com,,Salesforce
10850607,Inactive Investor,Benji McLeod,,"Kestra Investment Services, LLC Roswell GA 1243 Canton St",,,Salesforce
10997283,Inactive Investor,Stephanie Vosper,,"Frost Brokerage Services, Inc.",stephanie.vosper@frostbank.com,,Salesforce
11014384,Inactive Investor,Tricia Wright,,PFS Investments Inc. New York NY 1430 Broadway,,,Salesforce
9560882,,Wendell Franklin,,,w.franklin@amtruinvest.com,,List import
11150019,Inactive Investor,Dien Nguyen,,NYLIFE Securities LLC South Jordan UT 10421 S Jordan Gtwy,dmnguyen01@ft.newyorklife.com,,Salesforce
10942316,Inactive Investor,Christopher Sheridan,,Mutual of America Securities LLC Overland Park KS 7300 College Blvd,christopher.sheridan@mutualofamerica.com,,Salesforce
11035587,Inactive Investor,Tyler Brown,,"MML Investors Services, LLC Boston MA 1 Marina Park Dr",,,Salesforce
231735,, -,,[[Unknown]],nolan.wehr@gmail.com,,
10896966,Inactive Investor,Louise Nash,,"Raymond James & Associates, Inc. Stuart FL 411 SE Osceola St",louise.nash@raymondjames.com,,Salesforce
11019595,Inactive Investor,Paul Solomon,,"David Lerner Associates, Inc.",paul.solomon@davidlerner.com,,Salesforce
11035996,Inactive Investor,Nicholas Harris,Private Banker;Vice President,J.P. Morgan Securities LLC Denver CO 1455 16th St,,,Salesforce
194637,,Esam A Eid,,[Unknown],eeidco@aol.com,,source
10970101,Inactive Investor,Katherine Picco,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,katherine.picco@jpmorgan.com,,Salesforce
10889747,Inactive Investor,Keith Carr,,Fidelity Brokerage Services LLC Mission Viejo CA 27101 Puerta Real,keith.carr@fmr.com,,Salesforce
10942498,Inactive Investor,Michele Hines,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,michele.hines@primerica.com,,Salesforce
11218799,,Edward Emanuel,,,edward.emanuel@ubs.com,,Other
334989,,Janet Schorey,President,Portlandia Investment Management,jan@portlandiasri.com,503-242-1125,Manual List Upload
10826290,Inactive Investor,John Hanson,Senior Wealth Strategy Associate,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,john.w.hanson@ubs.com,,Salesforce
11157629,Inactive Investor,Rodney Wangler,Financial Planner,LPL Financial LLC Vancouver WA 415 SE 117th Ave,rodney.wangler@lpl.com,,Salesforce
11154469,Inactive Investor,Anthony Olivieri,Financial Advisor,"Wells Fargo Clearing Services, LLC Rhinebeck NY 6423 Montgomery St",anthony.olivieri1@wellsfargoadvisors.com,,Salesforce
11057901,Inactive Investor,Jeffery Forrestall,,"International Assets Advisory, LLC Buford GA 5328 Lanier Islands Pkwy",jforrestall@iaac.com,,Salesforce
11089840,Inactive Investor,Nadeem Damani,,"Farmers Financial Solutions, LLC Houston TX 11767 Katy Fwy",,,Salesforce
9631509,,Pascal Hasler,,,pascal.hasler@stonemountain-capital.com,,List import
10966933,Inactive Investor,Cory Catelli,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
194651,,Michael Rosen,,[Unknown],mrosen@thenorthstarag.com,,source
9625724,,Habersham Assets,,,cwlinde@lindekrost.com,,List import
10960381,Inactive Investor,Benjamin Black,,Goldman Sachs & Co.,,,Salesforce
9627523,,Alan Sejourne,,,al.hart929@gmail.com,,List import
10929143,Inactive Investor,Jason Kelter,,Morgan Stanley Jersey City NJ 200 Hudson St,jason.kelter@morganstanley.com,,Salesforce
9543210,,Scott Evans,,,stairwaytoevans@yahoo.com,,List import
10856654,Inactive Investor,Gregory Cunningham,,"Raymond James Financial Services, Inc. Park City UT 1389 Center Dr",gregory.cunningham@raymondjames.com,,Salesforce
11001226,Inactive Investor,Jacob Wilson,Associate Representative,Thrivent Investment Management Inc. Spokane WA 534 E Spokane Falls Blvd,jacob.wilson@thrivent.com,,Salesforce
11091067,Inactive Investor,Spyros Kroustalis,,"Centaurus Financial, Inc. Clemmons NC Private Residence",skroustalis@cfiemail.com,,Salesforce
11123125,Inactive Investor,Darin Bahm,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Liberty MO 1909 W Kansas St",darin.bahm@usbank.com,,Salesforce
11230496,Inactive Investor,Lacey DeBock,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11137194,Inactive Investor,Shirley Willis,Financial Advisor,Edward Jones Labelle FL 100 S Hall St,shirley.willis@edwardjones.com,,Salesforce
11075296,Inactive Investor,Shiva Bhashyam,Private Wealth Advisor,"Ameriprise Financial Services, LLC White Plains NY 399 Knollwood Rd",shiva.p.bhashyam@ampf.com,,Salesforce
9578752,,Arin Macqueen,,,amacqueen@voyafa.com,,List import
10791448,Inactive Investor,Christine Hennigan,,"Hornor, Townsend & Kent, LLC West Chester PA 115 Westtown Rd",chennigan@htk.com,,Salesforce
11212036,Inactive Investor,John Bernards,Investment Advisor Representative,Commonwealth Financial Network Washington DC Private Residence,jbernards@commonwealth.com,,Salesforce
10803089,Inactive Investor,Joseph Kemka,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfield CT 1499 Post Rd",randy.kemka@ml.com,,Salesforce
10759642,Inactive Investor,Sean Miller,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10489541,,Shruti Vasa,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",shruti.vasa@ml.com,469-294-7097,List Import
10950151,Inactive Investor,Daniel Bennett,Chief Compliance Officer;Founder,"Lake Water Advisory, LLC",dan@lakewatercap.com,,Salesforce
350648,,Duffield Meyercord,Managing Partner,"Carl Marks Management Company, Llc",dmeyercord@carlmarks.com,212-909-8400,Manual List Upload
9620001,,David McLennan,,,dmclennan60@gmail.com,,List import
9587125,,Brandon Nelson,,,brandon.nelson@lfg.com,,List import
9584392,,Alex Rohman,,,arohman@timecapital.com,,List import
11079010,Inactive Investor,Uri Doolittle,Financial Advisor,LPL Financial LLC Manlius NY 104 Smith St,chip.doolittle@lpl.com,,Salesforce
11143679,Inactive Investor,Dylan Broady,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",dylan.broady@ml.com,,Salesforce
10488146,,Kathryn Crichton,Senior Registered Associate,Morgan Stanley,kathy.crichton@morganstanley.com,,List Import
10777631,Inactive Investor,Edward Huang,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,edward.huang@ubs.com,,Salesforce
11034148,Inactive Investor,Michelle Hallett,Relationship Manager,"Principal Securities, Inc. Denver CO 4600 S Syracuse St",hallett.michelle@principal.com,,Salesforce
10921485,Inactive Investor,Geoffrey Newman,,"Osaic Wealth, Inc. Rockville MD 6100 Executive Blvd",,,Salesforce
9540809,,Agnes Agnes,,Alameda Research Ltd,agnes@alameda-research.com,,List Import
11165680,Inactive Investor,Jane Ott,Head - Municipal Underwriting;Managing Member;President,"North South Capital, LLC Chicago IL 205 W Monroe St",jott@northsouthcap.com,,Salesforce
9606663,,Guillaume Huault-Dupuy,,,ghuaultdupuy@gmail.com,,List import
10603808,,Charles Frumberg,"Chief Executive Officer, Managing Member","Circle N Advisors, LLC",cf@emancipationcapital.com,,List import
10836571,Inactive Investor,Karl Fuerst,Owner,"Fuerst, Karl W Schenectady NY 1221 Union St",kfuerst@americanportfolios.com,,Salesforce
10948504,Inactive Investor,Bryan Chandler,Wealth Advisor,JMF Capstone Wealth Management,bchandler@jmfcapstone.com,,Salesforce
11046362,Inactive Investor,Kyle Handerhan,Investment Advisor,Forthright Capital Advisory Largo FL Private Residence,,,Salesforce
9567953,,Erik Benson,,,benson@voyagercapital.com,,List import
10964679,Inactive Investor,Jason Rosser,Financial Consultant,"Charles Schwab & Co., Inc. Bellevue WA 11100 NE 8th St",,,Salesforce
5324618,,se po,,,pzkjwe@karenkey.com,,Web Form Fillout
10840012,Inactive Investor,Brian Buttolph,Financial Advisor,Edward Jones High Point NC 6425 Old Plank Rd,brian.buttolph@edwardjones.com,,Salesforce
11175983,Inactive Investor,John Dierking,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 75 Port City Lndg",john.dierking@ml.com,,Salesforce
1003641,Inactive Investor,tim lambert,,Secondary Investor Emails,landmarktim@gmail.com,,Direct
10971962,Inactive Investor,Elena Kelley,,"Pensionmark Securities, LLC White Plains NY 445 Hamilton Ave",,,Salesforce
10769511,Inactive Investor,Bo Yi,,Evercore Group L.L.C.,yi@evercore.com,,Salesforce
10878808,Inactive Investor,Kallen Sparks,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hollywood FL 4601 Sheridan St",kallen.sparks@ml.com,,Salesforce
10989638,Inactive Investor,Maahum Riaz,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,,,Salesforce
11126078,Inactive Investor,Ronald Hauf,Financial Advisor,"Osaic Wealth, Inc. Whitefish MT PO Box 1714",,,Salesforce
10962703,Inactive Investor,Curtis Esarey,Associate,Edward Jones Jeffersonville IN 5540 E Hwy 62,curtis.esarey@edwardjones.com,,Salesforce
11041661,Inactive Investor,Julia Miller,,"Osaic Wealth, Inc. Sarasota FL Private Residence",,,Salesforce
10753178,Inactive Investor,Mary Talley,Wealth Management Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,mary.talley@morganstanleypwm.com,,Salesforce
9613111,,Michael Perlow,,,mike@westwood-management.com,,List import
11169483,Inactive Investor,Stephanie Devito,,J.P. Morgan Securities LLC,stephanie.devito@jpmorgan.com,,Salesforce
10611729,,Nuno Tecla,"Financial Advisor, Investment Advisor Representative",,ntecla@barnumfg.com,,List Import
10875343,Inactive Investor,William Powell,Financial Advisor,Edward Jones Franklin TN 725 Cool Springs Blvd,cameron.powell@edwardjones.com,,Salesforce
10931756,Inactive Investor,Anthony Firrantello,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Blue Bell PA 470 Norristown Rd",anthony.firrantello@ml.com,,Salesforce
11054608,Inactive Investor,David Styfco,,Aegis Capital Corp. Melville NY 1305 Walt Whitman Rd,dstyfco@aegiscap.com,,Salesforce
9591011,,Veda Narayanan,,,veda.narayanan@outlook.com,,List import
10760248,Inactive Investor,John Cipollone,Financial Advisor,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",john.cipollone@wellsfargoadvisors.com,,Salesforce
11219777,,Anthony Polichemi,,,apolichemi@troweprice.com,,Other
10802801,Inactive Investor,Thomas Corcimiglia,Senior Wealth Manager,LPL Financial LLC King of Prussia PA 840 1st Ave,tom.corcimiglia@lpl.com,,Salesforce
11163652,Inactive Investor,Yesenia Madrigal,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",yesenia.madrigal@ml.com,,Salesforce
10833111,Inactive Investor,Harry O'Conner,Financial Consultant,LPL Financial LLC Raleigh NC 4901 Glenwood Ave,harry.o-conner@lpl.com,,Salesforce
9589415,,Steve Richardson,,,clouddancer51@icloud.com,,List import
343433,,Alicia Lasch,Director Of Investor Relations,Adirondack Research & Management Inc.,alasch@adirondackfunds.com,518-690-0470,Manual List Upload
10965520,Inactive Investor,Jake Dowd,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",jake.dowd@ml.com,,Salesforce
10845985,Inactive Investor,Nicholas Canuso,Financial Advisor,LPL Financial LLC Horsham PA 100 Witmer Rd,nicholas.canuso@lpl.com,,Salesforce
9569557,,Jonathan Sudkin,,,jonathan.sudkin@lpl.com,,List import
9550386,,Brian Princiotta,,,b.princiotta@amlp.com,,List import
11006370,Inactive Investor,Debbie-Ann Smith,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,dpsmith01@ft.newyorklife.com,,Salesforce
10766313,Inactive Investor,Eddie Jones,,"Wells Fargo Clearing Services, LLC Henderson NV 213 S Stephanie St",eddie.jones2@wellsfargo.com,,Salesforce
11054127,Inactive Investor,Joseph Casey,,Fidelity Brokerage Services LLC,joseph.casey@fidelity.com,,Salesforce
11169722,Inactive Investor,Daniel Smyczynski,,"Ausdal Financial Partners, Inc. Saint Augustine FL 701 Market St",dansmyczynski@afpadvisor.com,,Salesforce
10844260,Inactive Investor,Tyler Buck,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Phoenix AZ 8040 S 48th St",tyler.buck@schwab.com,,Salesforce
11038885,Inactive Investor,Ryan Lisk,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",ryan.lisk@bernstein.com,,Salesforce
171315,,ming xia,,[Unknown],368021582@qq.com,,
11203188,Inactive Investor,Marvin Morse,Chief Compliance Officer;Managing Director;Managing Member,"Morse Capital Partners, LLC",bmorse@morsecapitalpartners.com,,Salesforce
11180319,Inactive Investor,Colby Keller,Financial Advisor,Edward Jones Gilbert AZ 2325 W Guadalupe Rd,colby.keller@edwardjones.com,,Salesforce
10774176,Inactive Investor,Thomas Conway,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",thomas_conway@ml.com,,Salesforce
9558995,,Thomas McDonnell,,,thomas.mcdonnell@suntrust.com,,List import
10807405,Inactive Investor,Robin Brinckerhoff,Member;Partner;Wealth Advisor,Fort Point Capital Partners LLC,rb@fortpointcap.com,,Salesforce
11080171,Inactive Investor,William Jackman,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,bill.jackman@ubs.com,,Salesforce
11126977,Inactive Investor,Stephan Diol,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Barrington IL 1000 Hart Rd",stephan.diol@wellsfargoadvisors.com,,Salesforce
11153228,Inactive Investor,Dominick Iorio,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",diorio@financialguide.com,,Salesforce
11220580,,Joseph Cusick,,,jcusick@calamos.com,,Other
11151019,Inactive Investor,Michael Amadi,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",michael.amadi@ml.com,,Salesforce
9643452,,James Park,,,jpark@ehpartners.com,,List import
10762467,Inactive Investor,Jon Niebling,Financial Advisor;First Vice President;Portfolio Management Director;Senior Portfolio Manager,Morgan Stanley Napa CA 700 Main St,jon.niebling@morganstanley.com,,Salesforce
10958058,Inactive Investor,Michael Koutsoudakis,,"Empower Financial Services, Inc Auburn MA Private Residence",michael.koutsoudakis@empower.com,,Salesforce
11010146,Inactive Investor,Ryan Speirs,,NYLIFE Securities LLC Bismarck ND 1400 E Broadway Ave,rspeirs@ft.newyorklife.com,,Salesforce
9571945,,'Marie Mikell',,,mmikell@walleyecapital.com,,List import
11079902,Inactive Investor,Guneet Gill,,J.P. Morgan Securities LLC Salem NH 16 S Village Dr,guneet.gill@jpmorgan.com,,Salesforce
10993702,Inactive Investor,Adam Shepherd,,Stephens,ashepherd@stephens.com,,Salesforce
10868618,Inactive Investor,Charles Gorman,Financial Advisor,"Equitable Advisors, LLC Columbia SC 2711 Middleburg Dr",charles.gorman@equitable.com,,Salesforce
11242148,,Lexi Wang,,,lexiwang@co-rock.com,,Web Form Fillout
10766170,Inactive Investor,James Graham,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",hunter.graham@wellsfargoadvisors.com,,Salesforce
11169033,Inactive Investor,Johanna Mesura Mujica,,PFS Investments Inc. Paramount CA 7625 Rosecrans Ave,jmujica@primerica.com,,Salesforce
11256721,,J Z,,,jamalzeshan@gmail.com,,Web Form Fillout
10961686,Inactive Investor,Almida Tarifa,,J.P. Morgan Securities LLC Brooklyn NY 4901 13th Ave,almida.tarifa@chase.com,,Salesforce
10954268,Inactive Investor,Stephen Brody,Financial Planner,"MML Investors Services, LLC Greenville NC 223 Commerce St",sbrody@financialguide.com,,Salesforce
9564151,,Scott Wloszek,,,scott@swadvising.com,,List import
11101265,Inactive Investor,Kimberly Marshall,,PFS Investments Inc. Waldorf MD 2670 Crain Hwy,kimberly.bailey@primerica.com,,Salesforce
222646,,Logan Jackson,,[Unknown],loganjackson2803@gmail.com,,Direct
11071825,Inactive Investor,Andrew Vernon,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
9623915,,Rabeh Bouzidani??,,,rabehbouzidani2@gmail.com,,List import
10834795,Inactive Investor,Terry Weinstein,Financial Advisor;Vice President,Morgan Stanley New York NY 55 E 52nd St,terry.weinstein@morganstanley.com,,Salesforce
10922340,Inactive Investor,Andrew Gillespie,,"Northwestern Mutual Investment Services, LLC Henrico VA 3901 Westerre Pkwy",andrew.c.gillespie@nm.com,,Salesforce
226292,, -,,[[Unknown]],manageourband@gmail.com,,Initial Salesforce Import
10857681,Inactive Investor,Curtis Hinshaw,Financial Advisor,LPL Financial LLC Longview TX 222 N Fredonia St,curtis.hinshaw@lpl.com,,Salesforce
9613727,,a b,,,bordo55@hotmail.com,,List import
10845588,Inactive Investor,Ann McGowan,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",ann.mcgowan@bofa.com,,Salesforce
10754405,Inactive Investor,Robin Seidman,Financial Advisor;Portfolio Manager;Senior Vice President,Morgan Stanley Wellesley Hills MA 112 Worcester St,robin.seidman@morganstanley.com,,Salesforce
10940660,Inactive Investor,Rhonda Pirvulescu,,LPL Financial LLC New York NY 277 Park Ave,rhonda.pirvulescu@lpl.com,,Salesforce
10894415,Inactive Investor,Anthony Privetera,Managing Director,Caleo Capital N.A. LLC,,,Salesforce
11099264,Inactive Investor,Russell Gunter,Associate,Edward Jones Rayne LA 1407 The Boulevard,,,Salesforce
10814618,Inactive Investor,Ernesto Fonseca,Private Client Advisor,J.P. Morgan Securities LLC Rialto CA 101 E Foothill Blvd,ernesto.fonseca@jpmorgan.com,,Salesforce
4821051,,Paul Wilken,,,paul.hrc@gmail.com,5152013966,Web Form Fillout
10840447,Inactive Investor,Brenda Goei,,Cetera Advisors LLC Arcadia CA 3 Cabrillo Rd,brenda.goei@ceteraadvisors.com,,Salesforce
10826886,Inactive Investor,Thomas Pemberton,Financial Advisor,Park Avenue Securities LLC Raleigh NC 2626 Glenwood Ave,brad_pemberton@glic.com,,Salesforce
11162488,Inactive Investor,Christopher Sims,Financial Advisor,Edward Jones Paducah KY 222 Kentucky Ave,chris.sims@edwardjones.com,,Salesforce
9645104,,Mary Brooks,,,marynepon@aol.com,,List import
1892124,,Daniel Ramsaywack,,,dmrr@ymail.com,,
11026476,Inactive Investor,James Stark,,Fidelity Brokerage Services LLC Hilton Head Island SC 807 William Hilton Pkwy,,,Salesforce
10764977,Inactive Investor,Olen Suire,Financial Advisor,Edward Jones Cartersville GA 1 S Gilmer St,olen.suire@edwardjones.com,,Salesforce
9555381,,Colleen Love,,,colleen@strideconsumer.com,,List import
48507,,Craig Hagkull,Regional Managing Director,"Principal Securities, Inc.",hagkull.craig@principal.com,614-792-8085,
10806176,Inactive Investor,Kelsey Burgett,Financial Advisor,Edward Jones Sunbury OH 116 N Miller Dr,kelsey.hetterscheidt@edwardjones.com,,Salesforce
370825,,Jesus Nunez,,Mexico,nunez.g.jesus@gmail.com,,Google Ad
9584944,,Billy Eaton,,,billy.eaton@fmr.com,,List import
10805262,Inactive Investor,Pedram Afzal,Financial Advisor,"Wells Fargo Clearing Services, LLC Studio City CA 12251 Ventura Blvd",peter.afzal@wellsfargo.com,,Salesforce
10615304,,Daniel Kahn,"Financial Advisor, Senior Portfolio Manager, Vice President",,daniel.kahn@morganstanley.com,,List Import
9617744,,John Moore,,,jrm@skylandscapital.com,,List import
10646128,,Colin Cox,,,colin@gallachercapital.com,,List Import
9634504,,Cathy Bryce,,,cbryce@boscinc.com,,List import
10855907,Inactive Investor,Joseph Duea,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9621171,,Aaron Gentry,,,aarongentry29@gmail.com,,List import
11191400,Inactive Investor,Charles Adi,Chief Compliance Officer;Financial Advisor,Blueprint 360 LLC,,,Salesforce
11234831,Inactive Investor,Antonio Lugo,Investment Advisor Representative,Brookstone Capital Management LLC,,,Salesforce
10807442,Inactive Investor,Chad Patton,Branch Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Southlake TX 550 Reserve St",chad.patton@wellsfargoadvisors.com,,Salesforce
11129691,Inactive Investor,Hiroki Katsumata,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
9641723,,Nicolas Michalczewski,,,nicolas@michalczewski.co,,List import
10873983,Inactive Investor,Steven Benedon,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,steven.benedon@primerica.com,,Salesforce
10763835,Inactive Investor,John O'Connor,Senior Vice President,"Raymond James & Associates, Inc. Louisville KY 4969 US Hwy 42",john.oconnor@raymondjames.com,,Salesforce
10658654,,Valerie So,,,valerie.so@53.com,,List Import
10879318,Inactive Investor,Dennise Eberle,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11095445,Inactive Investor,Paul Menschner,,State Farm VP Management Corp. Clemmons NC 3802D Clemmons Rd,,,Salesforce
11000887,Inactive Investor,Jonathan Cruz,,J.P. Morgan Securities LLC Wellesley MA 9 Central St,,,Salesforce
10894591,Inactive Investor,Alan Au,Private Client Advisor,J.P. Morgan Securities LLC Bayside NY 4122 Bell Blvd,alan.au@jpmorgan.com,,Salesforce
9630305,,Scott Denis,,,sedenis@comcast.net,,List import
10883560,Inactive Investor,Andrea Debenedetto,,"Allstate Financial Services, LLC Ramsey NJ 55 E Main St",andreadebenedetto@allstate.com,,Salesforce
10764951,Inactive Investor,James Paolucci,Relationship Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,james.paolucci@ubs.com,,Salesforce
11173675,Inactive Investor,Lee Trawick,,"Hazard & Siegel, Inc.",ltrawick@hazardsiegel.com,,Salesforce
11198166,Inactive Investor,Erick Krosky,Financial Advisor,The AmeriFlex Group Scottsdale AZ 7333 E Doubletree Ranch Rd,,,Salesforce
9574957,,Doreen Griffith,,,doreen.griffith@securitiesamerica.com,,List import
10974414,Inactive Investor,Pamela Miller,,"VALIC Financial Advisors, Inc.",,,Salesforce
11057492,Inactive Investor,Angela Banica,,J.P. Morgan Securities LLC Boca Raton FL 7045 Beracasa Way,angela.banica@chase.com,,Salesforce
10855415,Inactive Investor,Zachary Horn,Director;Investment Manager;Managing Partner;President;Shareholder,Foster & Motley Inc,zach@fosterandmotley.com,,Salesforce
10990442,Inactive Investor,Brandon Lee,,State Farm VP Management Corp. Stockton CA 2375 W March Ln,brandon.lee.ur4e@statefarm.com,,Salesforce
9545290,,DAVID WEISBERG,,,dweisbergnh@gmail.com,,List import
11147609,Inactive Investor,Daniel Teague,,"DFPG Investments, LLC",dteague@dfpg.com,,Salesforce
223332,,Sarah Kerr,Senior Lead Communications Strategist,Wells Fargo,sarah.kerr@wellsfargo.com,,
11188330,Inactive Investor,Abraham Fallah,,"Pruco Securities, LLC. Brooklyn NY 8321 3rd Ave",abraham.fallah@prudential.com,,Salesforce
10849507,Inactive Investor,Clarissa Goolsby,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sugar Land TX 13135 Dairy Ashford Rd",,,Salesforce
11116285,Inactive Investor,John Todd,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",,,Salesforce
9567979,,Nathaniel Laupp,,,nlaupp@ft.newyorklife.com,,List import
10878654,Inactive Investor,James Oplotnik,,"Access Investments, Inc.",,,Salesforce
10819197,Inactive Investor,Gregory Mattson,,Fidelity Brokerage Services LLC Seattle WA 1518 6th Ave,gregory.mattson@fmr.com,,Salesforce
11076203,Inactive Investor,Daniel Schnee,,J.P. Morgan Securities LLC Commack NY 60 Veterans Memorial Hwy,daniel.schnee@jpmorgan.com,,Salesforce
11083764,Inactive Investor,Peter Hall,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,peter.j.hall@ubs.com,,Salesforce
148745,,Ramanna Merla,,[Unknown],ramannam@gmail.com,,source
11230827,Inactive Investor,Luigi Fratto,,"Equitable Advisors, LLC Middletown NY 22 Montgomery St",luigi.fratto@equitable.com,,Salesforce
10912078,Inactive Investor,Richard Gunderud,,Fidelity Brokerage Services LLC Bridgewater NJ 750 US Hwy 202,,,Salesforce
9625119,,JUNDI ZHANG,,,yukizhang9999@gmail.com,,List import
11184950,Inactive Investor,Steven Cavalleiro,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",steven.cavalleiro@truist.com,,Salesforce
10849547,Inactive Investor,Jeffrey Juelson,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Lisbon ND 502 Main St",,,Salesforce
11031301,Inactive Investor,William Thompson,Financial Advisor,"Equitable Advisors, LLC Cary NC 1020 Southhill Dr",,,Salesforce
11134643,Inactive Investor,Tamar Bernard,,PFS Investments Inc. Freehold NJ 4249 US Hwy 9,tbernard@primerica.com,,Salesforce
9625367,,Ty Soukup,,,tls.investments.llc@gmail.com,,List import
10997174,Inactive Investor,Delaney Gallagher,,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",delaney.gallagher@nm.com,,Salesforce
10973888,Inactive Investor,Erik Brisley,,J.P. Morgan Securities LLC Tucson AZ 7175 N Thornydale Rd,erik.brisley@jpmorgan.com,,Salesforce
11201186,Inactive Investor,David Novak,Chief Compliance Officer;Principal,"Novak & Powell Financial Services, Inc.",david@novakpowell.com,,Salesforce
10941593,Inactive Investor,Charles Espey,Executive Director,UBS Financial Services Inc.,,,Salesforce
11039519,Inactive Investor,Russell Eaves,Financial Advisor,"Wells Fargo Clearing Services, LLC Greenville NC 695 E Arlington Blvd",russell.eaves@wellsfargoadvisors.com,,Salesforce
11168318,Inactive Investor,Justin Bridges,,PFS Investments Inc. Orlando FL 6990 Lake Ellenor Dr,justin.bridges@primerica.com,,Salesforce
353298,,Paul Veradittakit,,Paul Veradittakit,paul.veradittakit@gmail.com,,
10995531,Inactive Investor,Abigail Wade,Financial Advisor,LPL Financial LLC Boca Raton FL 601 S Federal Hwy,abigail.wade@lpl.com,,Salesforce
9557094,,David Hartley,,,david.hartley@valic.com,,List import
10839202,Inactive Investor,Randall Kantack,,"MML Investors Services, LLC Aberdeen SD 634 S Roosevelt St",rkantack@financialguide.com,,Salesforce
11001984,Inactive Investor,Antonia Proctor,,"First Command Brokerage Services, Inc. Orange Park FL 590 Wells Rd",,,Salesforce
10758862,Inactive Investor,Ellen Bastron,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",ellenkay.bastron@wellsfargoadvisors.com,,Salesforce
11179965,Inactive Investor,Eric Ter Braak,,UBS Financial Services Inc.,,,Salesforce
11146063,Inactive Investor,Mark Haley,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC San Diego CA Private Residence",mark.haley@mai.capital,,Salesforce
11064200,Inactive Investor,Lane Chandler,,"Raymond James Financial Services, Inc. San Antonio TX 15000 W Interstate 10",lane.chandler@raymondjames.com,,Salesforce
10986080,Inactive Investor,Wan Yun Kelly Goh,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9593893,,Alyssa Mala,,,alyssa.mala@gladstonecompanies.com,,List import
9620358,,Simon Bristow,,,trauma@me.com,,List import
10835617,Inactive Investor,James Spencer,Financial Advisor;Investment Advisor Representative;President,Asset Management Financial Services Inc.,jspencer@coremanagement.net,,Salesforce
10881258,Inactive Investor,Matthew Ferris,,NYLIFE Securities LLC Dover OH 547 S James St,mferris@ft.newyorklife.com,,Salesforce
11053329,Inactive Investor,Darren Kipnis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",darren_kipnis@ml.com,,Salesforce
10825466,Inactive Investor,Margaret Dipaolo,,"Ameritas Investment Company, LLC Carmel IN 11595 N Meridian St",mdipaolo@ameritas.com,,Salesforce
10981305,Inactive Investor,Tamara Zagrebina,,NYLIFE Securities LLC New York NY 285 Fulton St,tzagrebina@ft.newyorklife.com,,Salesforce
11085137,Inactive Investor,Justin Black,,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",justin.p.black@nm.com,,Salesforce
9595372,,Corey Hart,,,chart@hightoweradvisors.com,,List import
10933303,Inactive Investor,Cynthia Danker Merritt,Financial Advisor,PNC Investments Sarasota FL 1549 Ringling Blvd,cynthia.danker@pnc.com,,Salesforce
11072870,Inactive Investor,Daniel Camino,Senior Vice President,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11188221,Inactive Investor,Patrick Smedley,,"Trinity Wealth Securities, L.L.C. Vienna VA 8605 Westwood Center Dr",,,Salesforce
9621190,,WENHAO CHEN,,,kevin.chen@globalstox.io,,List import
11056589,Inactive Investor,Damon Foreman,,PFS Investments Inc. Springfield IL 2815 Old Jacksonville Rd,dforeman@primerica.com,,Salesforce
11232486,Inactive Investor,Sophia Castillo,,"Wells Fargo Advisors Financial Network, LLC San Francisco CA 580 California St",,,Salesforce
336610,,Jim Pilcher,Advisor,"Northstar Financial Management, Inc.",jpilcher21547@gmail.com,208-810-4938,Manual List Upload
9541598,,Christian Dahlberg,,,cd@schuylkill.eu,,List import
10619500,,Odette Olson,,,odette.olson@morganstanley.com,,List Import
10796638,Inactive Investor,Eugene Grinstead,Chief Executive Officer;Executive Committee Member;Portfolio Manager;President;Regulatory Contact;Shareholder,"Leavell Investment Management, Inc.",agrinstead@leavellinvestments.com,,Salesforce
9623792,,Joe Smith,,,adobo81@yahoo.com,,List import
10823867,Inactive Investor,Richard Smith,Chief Compliance Officer;President,"Pashadre Capital Management, Inc",r.smith@pashadrecapital.com,,Salesforce
11183009,Inactive Investor,Charles Carpenter,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",charles.carpenter@usbank.com,,Salesforce
10865681,Inactive Investor,Michael McCarthy,,Fidelity Brokerage Services LLC Boston MA 245 Summer St,michael.mccarthy@fidelity.com,,Salesforce
10838356,Inactive Investor,Todd Frank,,"MML Investors Services, LLC Newport Beach CA 4695 Macarthur Ct",tfrank@massmutual.com,,Salesforce
11201004,Inactive Investor,David Bundy,Chief Executive Officer;Manager;President,"Dean Dorton Wealth Management, LLC",dbundy@deandorton.com,,Salesforce
11016881,Inactive Investor,Jean-Paul Ceballo,,"Equitable Advisors, LLC Fort Myers FL 9530 Marketplace Rd",,,Salesforce
11093686,Inactive Investor,Kimiko Inoue,,"Raymond James Financial Services, Inc. Las Vegas NV 3753 Howard Hughes Pkwy",kimiko.inoue@raymondjames.com,,Salesforce
104281,,Victor Park,,Family Office Networks,victor.park@familyofficenetworks.com,9173389898,Paid Search
11180286,Inactive Investor,Timothy Ferree,,The Huntington Investment Company Akron OH 3 Cascade Plz,timothy.ferree@huntington.com,,Salesforce
10943641,Inactive Investor,Edward Vasquez,,"Allstate Financial Services, LLC Phoenix AZ 3508 N 7th St",evasquez@allstate.com,,Salesforce
336343,,Geoffry Penn,Managing Director,North Star Asset Management Inc,gpenn@northstarinvestments.com,920-729-7900,Manual List Upload
10941071,Inactive Investor,Victor Morales,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10878506,Inactive Investor,Michael Kim,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
10786715,Inactive Investor,Lindsay Montgomery,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,lindsay.montgomery@fidelity.com,,Salesforce
374176,,Gerald Katzman,,[Unknown],g_katzman@yahoo.com,,Yahoo! Natural Search
11184575,Inactive Investor,Lynne Kimmich,,Park Avenue Securities LLC Tampa FL 4200 W Cypress St,lynne_tarman@glic.com,,Salesforce
10951859,Inactive Investor,Marie Bardenhagen,,Citigroup Global Markets Inc.,,,Salesforce
10760783,Inactive Investor,Damon Limberis,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",damon_limberis@ml.com,,Salesforce
10788174,Inactive Investor,James Wilder,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",james.wilder@schwab.com,,Salesforce
9560810,,William Lippmann,,,reelfish9@gmail.com,,List import
10815787,Inactive Investor,Timothy Murphy,,LPL Financial LLC Danvers MA 150A Andover St,timothy.murphy@lpl.com,,Salesforce
10970436,Inactive Investor,Elaine Curts,,"Empower Financial Services, Inc Morrison CO Private Residence",elaine.curts@empower.com,,Salesforce
11013117,Inactive Investor,Steven Thompson,Chief Operating Officer;Family Wealth Advisor,"Avantra Family Wealth, Inc.",,,Salesforce
9557730,,Matthew Pastor,,,mpastor@johnsonbrunetti.com,,List import
11026986,Inactive Investor,John Gunyan,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jwgunyan@ft.newyorklife.com,,Salesforce
10768893,Inactive Investor,Robb Scott,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 15375 Memorial Dr",robb_scott@ml.com,,Salesforce
9624228,,Franklin Lugo,,,frmlugo@gmail.com,,List import
10944560,Inactive Investor,Ori Pagovich,,"Osaic Wealth, Inc. Great Neck NY Private Residence",,,Salesforce
9608227,,sohk lagk,,,sohklagk@gmail.com,,List import
10996699,Inactive Investor,Jiyang Liu,,"Osaic Wealth, Inc. Bethesda MD 4500 East West Hwy",,,Salesforce
10883268,Inactive Investor,Steven Houser,,"Concourse Financial Group Securities, Inc. Middletown PA Private Residence",steven.houser@concoursefinancial.com,,Salesforce
11091258,Inactive Investor,Jeanne Owen,,"Avantax Investment Services, Inc. Bellingham MA 6 Mendon St",,,Salesforce
10655789,,CHRIS HUANG,,,jucie1213_7@hotmail.com,,Web form fillout
10962674,Inactive Investor,Blake Jensen,Financial Advisor - Training,Robert W. Baird & Co. Incorporated Spokane WA 601 W Riverside Ave,bjensen@rwbaird.com,,Salesforce
10819649,Inactive Investor,Michael Johnston,Financial Advisor,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
11082878,Inactive Investor,Kari Young,,"Avantax Investment Services, Inc. Eugene OR 260 Country Club Rd",,,Salesforce
9570727,,Georgina Rafaela Cornejo,,,philcor@prodigy.net.mx,,List import
10766315,Inactive Investor,James Matti,Financial Advisor,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,,,Salesforce
10772982,Inactive Investor,Sean Curtis,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10995122,Inactive Investor,Ariel Christopher,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",ariel.christopher@truist.com,,Salesforce
10987136,Inactive Investor,Margot Cerutti,,"Northwestern Mutual Investment Services, LLC Princeton NJ 202 Carnegie Ctr",margot.cerutti@nm.com,,Salesforce
10835091,Inactive Investor,Gideon Bernstein,Board of Directors;Chief Investment Officer;Financial Advisor;Secretary;Trustee,"Leisure Capital Management, Inc.",,,Salesforce
9575787,,james park,,,jameschangpark@gmail.com,,List import
9615975,,John Cullinane,,,john@rabbitholeanalytics.com,,List import
10760445,Inactive Investor,Mitchell Stillman,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",mitchell.stillman@wellsfargoadvisors.com,,Salesforce
11076350,Inactive Investor,Sharon Olmstead,Financial Advisor,Edward Jones Forest Grove OR 2031 Hawthorne St,sharon.olmstead@edwardjones.com,,Salesforce
10777252,Inactive Investor,Michael Sullivan,Managing Director;Wealth Advisor,"Wealth Management Group, L.L.C. Downers Grove IL 2001 Butterfield Rd",mike.sullivan@investwithwmg.com,,Salesforce
10796469,Inactive Investor,Evan Semegran,Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,evan.semegran@morganstanley.com,,Salesforce
11171044,Inactive Investor,Ted Kirkpatrick,,"Larson Financial Securities, LLC Waterloo IL 129 S Main St",,,Salesforce
10596445,,Craig Burtis,,,cburtis@diamondcapwealth.com,,Web Form Fillout
9648309,,Aaron Freeman,,,aaron@freemannw.com,,List import
10778111,Inactive Investor,Richard Huber,Financial Advisor;Senior Vice President,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,richard.huber@morganstanley.com,,Salesforce
11013701,Inactive Investor,Alexandria Harvey,,"Voya Financial Advisors, Inc. West Des Moines IA Private Residence",,,Salesforce
3947252,,Darius Clarke,,,dariusnc@gmail.com,,Web Form Fillout
11234477,Inactive Investor,Harrison Ambrose,Investment Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",,,Salesforce
10949112,Inactive Investor,Justin Demartin,,Fidelity Brokerage Services LLC,,,Salesforce
11222672,,Linda Lasater,,,llasater@wasatchglobal.com,,List Import
10801300,Inactive Investor,Kevin Mahony,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Jericho NY 1 Jericho Plz,kevin.mahony@ubs.com,,Salesforce
11145664,Inactive Investor,Jeff Oakley,Vice President - Wealth Management,Morgan Stanley Columbus OH 41 S High St,jeff.oakley@morganstanley.com,,Salesforce
11153526,Inactive Investor,Jason Ruel,,"Kestra Investment Services, LLC Burlington MA 20 Mall Rd",jason.ruel@kestrafinancial.com,,Salesforce
238037,, -,,[[Unknown]],810828382@qq.com,,
10978725,Inactive Investor,Justin Sloan,,J.P. Morgan Securities LLC San Francisco CA 555 Mission St,justin.c.sloan@chase.com,,Salesforce
10818329,Inactive Investor,Anh Tran,,"Wells Fargo Clearing Services, LLC Elk Grove CA 9170 W Stockton Blvd",anh.tran@wellsfargoadvisors.com,,Salesforce
10820903,Inactive Investor,Timothy Deery,Chief Compliance Officer;Member;President,"Adare Asset Management, LLC",tim@adareasset.com,,Salesforce
10948903,Inactive Investor,Thayvi Ganeshalingam,,Fidelity Brokerage Services LLC Dublin CA 4500 Tassajara Rd,,,Salesforce
216466,,rob coyne,sales,guggenheim,robert.coyne@guggenheiminvestments.com,425-501-9875,Event
11129930,Inactive Investor,Daniel Novakowski,Senior Wealth Advisor,The Coury Firm,dnovakowski@couryfg.com,,Salesforce
9628785,,cho au yeung,,,chohau@vibegg.com,,List import
11031172,Inactive Investor,Vihar Shah,,"Northwestern Mutual Investment Services, LLC Garden City NY 1305 Franklin Ave",vihar.shah@nm.com,,Salesforce
9575421,,Joseph Yeager,,,jyeager@ayco.com,,List import
10488352,,Michael Rossi,,"Global Advisory Partners, LLC",mrossi@advisorsequitygroup.com,,List Import
10890542,Inactive Investor,Elyse Robinson,Financial Advisor,Edward Jones Hilo HI 630 Kilauea Ave,elyse.morishita@edwardjones.com,,Salesforce
10802267,Inactive Investor,David Bruce,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",david.bruce@wellsfargoadvisors.com,,Salesforce
10808992,Inactive Investor,Gregory Clinard,Financial Advisor,"Ameriprise Financial Services, LLC Parker CO Private Residence",gregory.clinard@ampf.com,,Salesforce
234127,, -,,[[Unknown]],ewor99@yahoo.com,,Organic Search
10810718,Inactive Investor,Silvestro Calabrese,Member;Partner,The Bollard Group LLC,scalabrese@bollard.com,,Salesforce
11059562,Inactive Investor,Michael Zito,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,michael.zito@jpmorgan.com,,Salesforce
11222515,,Dario Pizzano,,,dpizzano@firstrepublic.com,,List Import
59300,,Mark Pearson,Senior Vice President,"RFG Advisory, LLC",mpearson@rfgadvisory.com,205-397-2468,
10884163,Inactive Investor,Barbara Halgren,,"Truist Investment Services, Inc. Melbourne FL 8226 N Wickham Rd",barbara.halgren@truist.com,,Salesforce
11135577,Inactive Investor,James Arcoraci,,Purshe Kaplan Sterling Investments Fredonia NY 33 Church St,jarcoraci@pksinvest.com,,Salesforce
10873900,Inactive Investor,Bradley Smith,,"Allstate Financial Services, LLC Charlotte NC 9009 Albemarle Rd",bradleysmith@allstate.com,,Salesforce
11002413,Inactive Investor,Patrick Magnarelli,,"Northwestern Mutual Investment Services, LLC Chicago IL 1 N Wacker Dr",pat.magnarelli@nm.com,,Salesforce
11011374,Inactive Investor,Matthew Brinkman,Chief Compliance Officer;Chief Credit Officer;Elected Manager;Vice President,"Whitetail Rock Capital Management, LLC",matt.brinkman@whitetailrock.com,,Salesforce
11136639,Inactive Investor,Ryan Flatley,,"Northwestern Mutual Investment Services, LLC Davenport IA 1704 E 54th St",ryan.flatley@nm.com,,Salesforce
10894101,Inactive Investor,Martha Walker,,LPL Financial LLC Greensboro NC 1010 N Elm St,martha.walker@lpl.com,,Salesforce
10907778,Inactive Investor,Benjamin Justice,Senior Advisor,"Soltis Investment Advisors, LLC",,,Salesforce
10909202,Inactive Investor,Benjamin Nauman,,State Farm VP Management Corp. Eau Claire WI 1903 Keith St,ben.nauman.fl2j@statefarm.com,,Salesforce
11048277,Inactive Investor,John Loughran,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,john.loughran@ubs.com,,Salesforce
10772818,Inactive Investor,Robert Tassone,Financial Advisor;Second Vice President,Morgan Stanley Mystic CT 12 Coogan Blvd,robert.j.tassone@morganstanley.com,,Salesforce
10909212,Inactive Investor,Apryl Pope,Financial Advisor,LPL Financial LLC Cincinnati OH 4555 Lake Forest Dr,apryl.pope@lpl.com,,Salesforce
7135500,,[Unknown],,,robert.bishop@impalafunds.com,,Web Form Fillout
11164153,Inactive Investor,Mason Morrow,Client Service Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,,,Salesforce
10897347,Inactive Investor,Mario Perez,,Robert W. Baird & Co. Incorporated Sacramento CA 300 University Ave,mperez@rwbaird.com,,Salesforce
10940548,Inactive Investor,Daniel Logue,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10919434,Inactive Investor,Andrew Mallor,,"Allstate Financial Services, LLC Oceanside NY 429 Merrick Rd",,,Salesforce
10757713,Inactive Investor,Ashok Varadhan,,Goldman Sachs & Co.,ashok.varadhan@gs.com,,Salesforce
11037247,Inactive Investor,Luke Gomez,,"Mercer Allied Company, L.P. Salt Lake City UT 111 S Main St",,,Salesforce
9622041,,Amir Sarayani,,,sarayani@gmail.com,,List import
11118141,Inactive Investor,Heidi Lafave,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Saint Joseph MO 1806 Oakridge Cir",,,Salesforce
11008780,Inactive Investor,Phyllis Batchelder,,"Pruco Securities, LLC. Jacksonville FL 701 San Marco Blvd",phyllis.batchelder@prudential.com,,Salesforce
10874019,Inactive Investor,Timothy Smith,,"Concurrent Investment Advisors, LLC Portland OR 10200 SW Greenburg Rd",,,Salesforce
10996175,Inactive Investor,Benjamin Whitley,,J.P. Morgan Securities LLC Mansfield OH 1331 Park Ave W,,,Salesforce
374403,,Peter Shimkus,"Chief Compliance Officer, Owner","Shimkus, Peter E",peter@chaunersecurities.com,508-414-2438,ETF Trends Newsletter – GFOF Email Click
10762099,Inactive Investor,Suzanne Kingsbury,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Punta Gorda FL 1190 W Marion Ave",suzanne_kingsbury@ml.com,,Salesforce
10900153,Inactive Investor,Roberto Valles,,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",roberto.valles@nm.com,,Salesforce
10920986,Inactive Investor,Kayla Siewert,,Thrivent Investment Management Inc. Saint Peter MN 300 S Minnesota Ave,kayla.siewert@thrivent.com,,Salesforce
244117,,Kerly Chirinos,Wealth Manager,Goldman Sachs,kerly.chirinos@gs.com,305 7551608,Manual List Upload
10832827,Inactive Investor,Heather Davis,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hot Springs National Park AR 3954 Central Ave",,,Salesforce
10809010,Inactive Investor,Samuel Wyman,,"Arete Wealth Management, LLC Melville NY 425 Broadhollow Rd",samuel.wyman@aretewealth.com,,Salesforce
11013684,Inactive Investor,David Sigmon,,"Raymond James & Associates, Inc.",david.sigmon@raymondjames.com,,Salesforce
11171020,Inactive Investor,Brandon Asher,Private Wealth Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake Village CA 2815 Townsgate Rd",brandon.asher@ml.com,,Salesforce
10976273,Inactive Investor,Erin Webb,,"MML Investors Services, LLC Bethesda MD 7101 Wisconsin Ave",estidham@financialguide.com,,Salesforce
10656967,,Deborah Sackett,,,dsackett@williamblair.com,,List Import
10825870,Inactive Investor,Adam Eschtruth,Financial Advisor,Edward Jones Lansing MI 6334 W Saginaw Hwy,adam.eschtruth@edwardjones.com,,Salesforce
10826380,Inactive Investor,Lawrence Denny,Financial Advisor;Vice President,"RBC Capital Markets, LLC Rochester MN 2064 Superior Dr NW",lawrence.denny@rbc.com,,Salesforce
10824797,Inactive Investor,Salvatore Pollice,Financial Advisor,Edward Jones Lincoln IL 1400 Woodlawn Rd,sal.pollice@edwardjones.com,,Salesforce
10829976,Inactive Investor,Paul Skilton,Financial Advisor,Edward Jones Wayne NJ 87 Berdan Ave,paul.skilton@edwardjones.com,,Salesforce
11043940,Inactive Investor,Jay Simpson,Financial Advisor,"VALIC Financial Advisors, Inc. Overland Park KS 13220 Metcalf Ave",jay.simpson@valic.com,,Salesforce
11219365,,Lawrence Bernert,,,larry@wstam.com,,Other
10982094,Inactive Investor,Douglas Eberle,,"Allstate Financial Services, LLC Northwood NH 648 First New Hampshire Tpke",deberle@allstate.com,,Salesforce
10955681,Inactive Investor,Micah Kinnett,,"Raymond James Financial Services, Inc. Lexington KY 2452 Sir Barton Way",micah.kinnett@raymondjames.com,,Salesforce
10837267,Inactive Investor,Salim Reshwan,Managing Member;Managing Partner;Senior Portfolio Manager,"Auxi Asset Management, LLC",,,Salesforce
9542600,,Amy Caparas,,,polokid25@yahoo.com,,List import
9632254,,Eli Kosky,,,elikkosky@gmail.com,,List import
10681623,,JANE LEE,,,hyojung1971@gmail.com,,Web Form Fillout
11064330,Inactive Investor,James Roederer,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Indianapolis IN 800 E 96th St,james.roederer@morganstanley.com,,Salesforce
11212471,Inactive Investor,Pedro Matos,,J.P. Morgan Securities LLC New York NY 60 E 42nd St,pedro.matos@jpmorgan.com,,Salesforce
10848398,Inactive Investor,Aaron Stanley,Financial Advisor,"Vantage Financial Group, Inc.",astanley@vanfin.com,,Salesforce
9555818,,Amy Farber,,,amy.farber@fmr.com,,List import
11123708,Inactive Investor,Lisa Roepke,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 300 Galleria Pkwy SE",lisa_roepke@ml.com,,Salesforce
10856052,Inactive Investor,Javier Malfavon,Assistant Vice President;International Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",javier.malfavon@ml.com,,Salesforce
10959351,Inactive Investor,Joshua Herbst,Financial Advisor;Financial Representative;Principal,"Principal Securities, Inc. Dubuque IA Private Residence",herbst.joshua@principal.com,,Salesforce
10790006,Inactive Investor,Ann Miller,Portfolio Associate,Morgan Stanley,ann.miller@morganstanley.com,,Salesforce
10954389,Inactive Investor,Veronika Redding,Division Leader,PFS Investments Inc. Madison WI 2916 Syene Rd,vredding@primerica.com,,Salesforce
11201066,Inactive Investor,Craig Landers,Financial Advisor;Managing Partner,"Ameriprise Financial Services, LLC Peoria AZ 15396 N 83rd Ave",craig.s.landers@ampf.com,,Salesforce
11060721,Inactive Investor,Mardi Woods,,NYLIFE Securities LLC Southfield MI 27777 Franklin Rd,mwoods@ft.newyorklife.com,,Salesforce
9601130,,Mark Hammill,,,mark.hammill@trilogyfs.com,,List import
11032608,Inactive Investor,Sydney Falco,,"Raymond James Financial Services, Inc. Scottsdale AZ 8669 E San Alberto",sydney.falco@raymondjames.com,,Salesforce
11090460,Inactive Investor,Yevgeniy Lev,,"Signature Estate Securities, Inc.",,,Salesforce
10976149,Inactive Investor,Alexander Mottle,Financial Planner;Financial Professional,"MML Investors Services, LLC Bala Cynwyd PA 333 E City Ave",amottle@financialguide.com,,Salesforce
10586434,,REED MADISON,,,hreedmadison@gmail.com,,Web Form Fillout
9618214,,Caldwell Welles,,,mead.welles@octagonholdings.com,,List import
10935325,Inactive Investor,Bryan Beamer,Chief Compliance Officer;Chief Investment Officer;Founder;President,iPlan,bryan@iplan4wealth.com,,Salesforce
10869476,Inactive Investor,Randall Patrick,Financial Planner,PlanMember Securities Corporation Ventura CA 1583 Spinnaker Dr,rpatrick@planmember.com,,Salesforce
10926221,Inactive Investor,Stephen Burton,Managing Member,Rauch Advisory LLC,,,Salesforce
10869887,Inactive Investor,Carey Stansbury,,"Osaic Wealth, Inc. Toledo OH 4159 N Holland Sylvania Rd",carey.stansbury@royalaa.com,,Salesforce
11183167,Inactive Investor,Steven Czurak,Chief Compliance Officer;Managing Member;Owner;President,"Czurak Wealth Management, LLC",,,Salesforce
10823439,Inactive Investor,Bryan Webb,,PFS Investments Inc. Goshen IN 107 W Washington St,bryan.webb@primerica.com,,Salesforce
11078814,Inactive Investor,Bevin Hartnett,,"Raymond James Financial Services, Inc. Webster TX 711 W Bay Area Blvd",bevin.hartnett@raymondjames.com,,Salesforce
9608115,,Michael Harte,,,mikeyharte1@gmail.com,,List import
11178577,Inactive Investor,James Hawkins,,State Farm VP Management Corp. Macon GA 5580 Thomaston Rd,,,Salesforce
344066,,Robert Savignol,Senior Advisor,"Tac Partners, Inc.",rsavignol@mcpartners.com,617-345-7200,Manual List Upload
11143306,Inactive Investor,Archie Tanaka,Financial Advisor,"Ameriprise Financial Services, LLC South Jordan UT 10808 S River Front Pkwy",archie.r.tanaka@ampf.com,,Salesforce
10896574,Inactive Investor,Mai Lee,Financial Services Professional,LPL Financial LLC,mai.lee@lpl.com,,Salesforce
10821683,Inactive Investor,Edward Sep,,"Good Life Advisors, LLC Denver PA 6 Jason Ave",edward.sep@goodlifefa.com,,Salesforce
10936338,Inactive Investor,Jonathan Ehrlich,,"Raymond James Financial Services, Inc. Smithtown NY 95 Smithtown Blvd",jonathan.ehrlich@raymondjames.com,,Salesforce
10962214,Inactive Investor,Matthew Benson,Chief Compliance Officer;Managing Member,"Opes MVB Capital, LLC Santa Rosa Valley CA 2439 Blanchard Pl",matt@opesmvb.com,,Salesforce
9547014,,Joshua Yamin,,,925longbeachsilver@gmail.com,,List import
10644762,,Deborah Moline,,,deborah.moline@citi.com,,List Import
11075133,Inactive Investor,Lane Bird Bear,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",,,Salesforce
10918575,Inactive Investor,Gina Hughes,,"Kestra Investment Services, LLC San Antonio TX 200 E Grayson St",,,Salesforce
10990670,Inactive Investor,Christopher Dickens,,PNC Investments Denver CO 101 Garfield St,christopher.dickens@pnc.com,,Salesforce
11181050,Inactive Investor,Girish Shah,,NYLIFE Securities LLC Merced CA 640 W 20th St,gmshah@ft.newyorklife.com,,Salesforce
239049,,Tanisha White,,United States,twhitepharmd7@gmail.com,,Organic Search
10948276,Inactive Investor,Nidia Alvarez,,J.P. Morgan Securities LLC Houston TX 7545 Bellfort St,nidia.e.alvarez@jpmorgan.com,,Salesforce
11128883,Inactive Investor,Vipul Verma,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
188077,,rosario cirincione,,[Unknown],rosario.cirincione@gmail.com,,News & Research
11083531,Inactive Investor,Joseph Stephenson,,J.P. Morgan Securities LLC Detroit MI 11606 Woodward Ave,joseph.stephenson@jpmorgan.com,,Salesforce
9605994,,Jerry Halstead,,,jerryhalstead7@gmail.com,,List import
10872730,Inactive Investor,Janie Weber,,UBS Financial Services Inc. Naples FL 4524 Silver Fox Dr,janie.weber@ubs.com,,Salesforce
10969289,Inactive Investor,Neth Ly,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
222960,,Fridtjof Morthier,,[Unknown],fridtjof.morthier@gmail.com,,
10983709,Inactive Investor,Amanda Pierce,,LPL Financial LLC Moberly MO 205 W Reed St,amanda.pierce@lpl.com,,Salesforce
93297,,Troy Logan,,Warren Financial,tlogan@warrenfinancial.com,(610) 363-2000,Organic Search
10969009,Inactive Investor,Kevin Kearns,,Fidelity Brokerage Services LLC,,,Salesforce
10844349,Inactive Investor,Christopher Pearson,Director;Portfolio Manager;Senior Vice President - Investments,Davenport & Company LLC,cpearson@investdavenport.com,,Salesforce
10800718,Inactive Investor,Reed Fawley,Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,reed.fawley@ubs.com,,Salesforce
11135759,Inactive Investor,Christopher Genatossio,Financial Advisor,LPL Financial LLC Allston MA 10 Scottfield Rd,c.genatossio@lpl.com,,Salesforce
11087302,Inactive Investor,Constance Stewart,Financial Professional,"Pruco Securities, LLC. Downers Grove IL 1901 Butterfield Rd",constance.stewart@prudential.com,,Salesforce
11019284,Inactive Investor,Jimmie Anderson,Financial Advisor,LPL Financial LLC Las Vegas NV 5771 S Fort Apache Rd,jimmie.anderson@lpl.com,,Salesforce
11141500,Inactive Investor,Richard Kudler,,"Osaic Wealth, Inc. Houston TX 1900 West Loop S",,,Salesforce
10795161,Inactive Investor,Richard Walker,,"Raymond James Financial Services, Inc. Naples FL 4933 Tamiami Trl N",richard.p.walker@raymondjames.com,,Salesforce
9583767,,Barry Mannis,,,barry@samuelcapital.com,,List import
10768043,Inactive Investor,Russell McLean,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Portland OR 1000 SW Broadway",russell.mclean@ampf.com,,Salesforce
11067615,Inactive Investor,Nicole Metts,,PFS Investments Inc. Columbia SC 1001 Pinnacle Point Dr,nicole.metts@primerica.com,,Salesforce
11034583,Inactive Investor,Philip Comer,,Lincoln Investment,bcomer@lincolninvestment.com,,Salesforce
11052351,Inactive Investor,Liane Kostakos,,"Wells Fargo Advisors Financial Network, LLC Atlanta GA 4353 Tilly Mill Rd",liane.kostakos@wellsfargo.com,,Salesforce
348762,,Tiffany Hayden,Managing Director And Secretary,"Teton Advisors, Inc.",thayden@tetonadv.com,914-457-1070,Manual List Upload
180493,,Paul B,,[Unknown],clashes@gmail.com,,Organic Search
5077176,,Aaron Kopelson,,,aaron.kopelson@me.com,,Web Form Fillout
10925663,Inactive Investor,Whitney Holland,Chief Operating Officer,"Barry Investment Advisors, LLC",whitney@barryia.com,,Salesforce
88883,,Cameron Fields,,Ravens,cameronfields30@yahoo.com,6024769827,
351481,,Chris Donini,Vice President,Raine Capital Llc,cdonini@raine.com,212-603-5500,Manual List Upload
11057542,Inactive Investor,Angela Gordon,,"Steward Partners Investment Solutions, LLC Dallas TX 1920 McKinney Ave",angela.gordon@stewardpartners.com,,Salesforce
11116287,Inactive Investor,Jeremy Wakamiya,,"Northwestern Mutual Investment Services, LLC Roseville CA 2990 Lava Ridge Ct",jeremy.wakamiya@nm.com,,Salesforce
9641875,,Jason Carvalho,,,jason.p.carvalho@gmail.com,,List import
10765801,Inactive Investor,Stephen Carter,Financial Advisor,"Ameriprise Financial Services, LLC Round Rock TX 2851 Joe Dimaggio Blvd",stephen.a.carter@ampf.com,,Salesforce
11166479,Inactive Investor,David Taylor,,Cetera Financial Specialists LLC Bellville OH 285 Main St,david.taylor@ceterafs.com,,Salesforce
9566493,,joshua Shayesteh,,,joshyshay1@gmail.com,,List import
192385,,George Landegger,,[Unknown],glandegger@pw-inc.com,,
10967118,Inactive Investor,Jacqueline Leuby,Financial Advisor,Hamilton Capital,jml@hamiltoncapital.com,,Salesforce
10882722,Inactive Investor,Ioulia Link,,SECU Brokerage Services Concord NC 60 Raiford Dr NW,ioulia.link@ncsecu.org,,Salesforce
10904622,Inactive Investor,Ricardo McGregor,,"Charles Schwab & Co., Inc.",ricardo.mcgregor@schwab.com,,Salesforce
9607133,,Simon Munton,,,simoncmunton@gmail.com,,List import
9577185,,Nicolas Guyon,,,nicoguyon@gmail.com,,List import
10615075,,James Walker,"Director, Entertainment Director, Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Manager, Senior V",,james.walker1@morganstanley.com,,List Import
10967415,Inactive Investor,Susan Kroenke,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,skroenke@ft.newyorklife.com,,Salesforce
9559006,,Jay Simpson,,,jay.simpson@valic.com,,List import
10850215,Inactive Investor,Timothy Weyer,Financial Planner,LPL Financial LLC Sandusky OH 1302 Cleveland Rd,tim.weyer@lpl.com,,Salesforce
10646619,,Scott Thisted,,,scott_thisted@ml.com,,List Import
10887384,Inactive Investor,Gregory Capozzi,CROP;Managing Director;SROP;Vice President,"The Windmill Group, Inc.",,,Salesforce
10879972,Inactive Investor,Sayre Ariishi,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",sayre.ariishi@schwab.com,,Salesforce
11168011,Inactive Investor,Alexander Armster-Wikoff,,Fidelity Brokerage Services LLC,,,Salesforce
10857033,Inactive Investor,Martha Gibson,Financial Advisor;Vice President,"RBC Capital Markets, LLC Farmington CT 30 Batterson Park Rd",martha.gibson@rbc.com,,Salesforce
10807688,Inactive Investor,Madeline Thomas,Wealth Strategy Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,,,Salesforce
10838994,Inactive Investor,James Sundquist,,NYLIFE Securities LLC Reno NV Private Residence,jmsundquist@ft.newyorklife.com,,Salesforce
11115894,Inactive Investor,Jerry Style,,"Avantax Investment Services, Inc. Holbrook NY 550 Broadway Ave",,,Salesforce
11006594,Inactive Investor,Randi Levy,Senior Wealth Strategy Associate;Wealth Management Associate,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,randi.levy@ubs.com,,Salesforce
11151678,Inactive Investor,Tyler Jenkins,,Morgan Stanley,,,Salesforce
10940331,Inactive Investor,Douglas Mitchell,Financial Advisor,"Osaic Wealth, Inc. San Antonio TX 2702 N Loop 1604 E",,,Salesforce
10956036,Inactive Investor,Sarah Donnelly,,Edward Jones Round Rock TX 307 E Main St,sarah.donnelly@edwardjones.com,,Salesforce
10772827,Inactive Investor,Jeffrey Schaefer,Chairman;Founder;President;Regulatory Contact;Shareholder,"Schaefer Financial Management, Inc.",jeff_schaefer@schaeferfinancial.com,,Salesforce
340883,,Nancy Martin,Senior Client Associate,"Mcf Advisors, Llc",nmartin@mcfadvisors.com,859-392-8600,Manual List Upload
370957,,Semih Dogan,,Germany,menekse91@outlook.de,,Salesforce
10968831,Inactive Investor,Benjamin Ball,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10769727,Inactive Investor,James Vinick,,"Moors & Cabot, Inc. Springfield MA 1350 Main St",jvinick@moorscabot.com,,Salesforce
9568488,,Francesco Rossi,,,bopiko1644@reqaxv.com,,List import
10831144,Inactive Investor,Christopher Novak,,Commonwealth Financial Network Boerne TX 429 Horizon Crst,cnovak@commonwealth.com,,Salesforce
11199231,Inactive Investor,Shan Lin,,J.P. Morgan Securities LLC Flushing NY 3901 Main St,shan.lin@chase.com,,Salesforce
10694509,,Ahmet AYDIN,,,pasaviptr@gmail.com,,Web Form Fillout
11090192,Inactive Investor,Alexander Mihajlov,,Advisory Services Network Raleigh NC 3110 Edwards Mill Rd,,,Salesforce
9545249,,Emilie Van Mau,,,emilie.van.mau@adp.com,,List import
9590229,,Jay Shah,,,jay.shah@personalcapital.com,,List import
10657064,,Delea Harris,,,dharris02@ft.newyorklife.com,,List Import
11028414,Inactive Investor,Christine Connors,Partner;President,"EPIQ Capital Group, LLC",cconnors@epiqcg.com,,Salesforce
11135026,Inactive Investor,Michele Davis,Financial Advisor,LPL Financial LLC Sun City Center FL 773 Cypress Village Blvd,michele.davis@lpl.com,,Salesforce
10768379,Inactive Investor,Paul Gregorchuk,Vice Chairman,FFT Wealth Management,psg@forbesfamilytrust.com,,Salesforce
11109391,Inactive Investor,Travis Anderson,Managing Member;Managing Partner,Gilder Gagnon Howe & Co. LLC,travisa@gghc.com,,Salesforce
11023247,Inactive Investor,Gustavo Figueredo,,State Farm VP Management Corp. Miami FL 7950 W Flagler St,gus.figueredo.jrme@statefarm.com,,Salesforce
11010012,Inactive Investor,Frank Guerrero,,"Wells Fargo Clearing Services, LLC Paradise Valley AZ 8601 N Scottsdale Rd",,,Salesforce
10853808,Inactive Investor,Deanna Dreher,Accountant;Regulatory Contact;Shareholder,"Griffiths, Dreher & Evans, P.S., CPAs",deanna@grifco.com,,Salesforce
10893606,Inactive Investor,Andrew Keller,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,andrew.e.keller@ubs.com,,Salesforce
9604897,,Michael Boucher,PM / Quant,Fidelity,mike.boucher@fmr.com,,List import
9540780,,Evelyn Rosario,,Alpine,evelyn.rosario@alpineglobal.com,,List Import
11135597,Inactive Investor,Lynn Rockwell,,"The Leaders Group, Inc.",,,Salesforce
11099253,Inactive Investor,Nyklis Farris,,Edward Jones Camdenton MO 380 W US Hwy 54,nyklis.farris@edwardjones.com,,Salesforce
9550065,,Geoffrey Swerdlin,,,geoffrey.swerdlin@manikaypartners.com,,List import
353346,,Brian Donohue,,Brian Donohue,brian@bthdonohue.com,,
230055,, -,,[[Unknown]],uday.ny@gmail.com,,
10770828,Inactive Investor,Stacey Gilbert,Chief Investment Officer;Portfolio Manager,"Glenmede Investment Management, LP",,,Salesforce
10788716,Inactive Investor,Benjamin Brauneck,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
11017629,Inactive Investor,Bradley Canavan,,"Avantax Investment Services, Inc. Manlius NY 320 Fayette St",,,Salesforce
11156623,Inactive Investor,Brian Southerland,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",brian.southerland@raymondjames.com,,Salesforce
10933401,Inactive Investor,Shelby Miller,Investment Advisor Representative,"Helmsman Financial Group, LLC",shelby@helmsmanfinancial.com,,Salesforce
10644202,,Eric Pelio,,,epelio@nb.com,,List Import
227791,, -,,[[Unknown]],c.santel66@gmail.com,,Organic Search
9550340,,jason mccraacken,,,jason@puppetanus.com,,List import
11025365,Inactive Investor,Ronald Rensberger,,"Liberty Partners Financial Services, LLC Sioux Falls SD 707 E 41st St",,,Salesforce
11038203,Inactive Investor,Joshua Keirsbilck,Financial Advisor,"Pruco Securities, LLC. Pittsford NY 1000 Pittsford Victor Rd",joshua.keirsbilck@prudential.com,,Salesforce
10763590,Inactive Investor,Peter Borowsky,Managing Director - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,peter.borowsky@ubs.com,,Salesforce
10802472,Inactive Investor,Jonathan Kowolik,Principal;Senior Consultant,"RVK, Inc. Portland OR 1211 SW 5th Ave",,,Salesforce
10645456,,Charles Ieuter,,,charles.ieuter@lpl.com,,List Import
10820531,Inactive Investor,William Simmermon,Financial Advisor;Wealth Advisor,LPL Financial LLC Englewood CO 5251 DTC Pkwy,william.simmermon@lpl.com,,Salesforce
10621672,,Charles Grace,,,charles.grace@bienvillecapital.com,,List import
10657685,,Scott James,,,scott.james@fmr.com,,List Import
11119068,Inactive Investor,Christopher Spina,Financial Planning Analyst,"Ameriprise Financial Services, LLC Chicago IL 303 E Wacker Dr",christopher.spina@ampf.com,,Salesforce
10604297,,Matthew Gropp,Advisor,MCM Wealth,matthew@mcmwealth.com,844-626-4949,List Import
10818985,Inactive Investor,Adam Heath,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 622 Emerson Rd",adam.heath@nm.com,,Salesforce
11101807,Inactive Investor,Patricia Osborn,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11236920,Inactive Investor,Dustin Decker,Financial Advisor;Investment Advisor,"North Shore Capital Group Investment Advisors, Inc",dustin@nscgia.com,,Salesforce
10875071,Inactive Investor,James Henry,Financial Advisor,Edward Jones Summerville GA 9988 Commerce St,jay.henry@edwardjones.com,,Salesforce
10937297,Inactive Investor,Charles Snyder,,"Ameriprise Financial Services, LLC Woodbridge VA 12700 Black Forest Ln",,,Salesforce
11187977,Inactive Investor,Jamie King,,J.P. Morgan Securities LLC Marietta GA 125 Barrett Pkwy,jamie.l.king@chase.com,,Salesforce
6890542,,Juan J McCombs M Johnson,,,yovic17377@wifame.com,,Web Form Fillout
11079156,Inactive Investor,Bryan Diaz,Financial Advisor,LPL Financial LLC Vista CA 3530 Camino de Las Lomas,bryan.diaz@lpl.com,,Salesforce
10768382,Inactive Investor,David Myers,,"Ameritas Investment Company, LLC Indiana PA 922 Philadelphia St",dmyers@aicinvest.com,,Salesforce
1002825,Inactive Investor,Thomas Volpini,Portfolio Manager,HighTower Buffalo,tvolpini@hightoweradvisors.com,(716) 565-3013,
11007706,Inactive Investor,Sidney Smith,,LPL Financial LLC Boulder CO 2919 Valmont Rd,sid.smith@lpl.com,,Salesforce
28621,,mehdi jalaly,,United States,mehdi.jalaly1366@gmail.com,,
9619436,,Andrew Sujdak,,,asujdak@wolverinehedgefunds.com,,List import
199751,,Hongdi Li,,[Unknown],addee2000@gmail.com,,
10836977,Inactive Investor,Travis King,Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Miamisburg OH 10170 Penny Ln,tking@rwbaird.com,,Salesforce
10882066,Inactive Investor,Evan Pollack,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",epollack@htk.com,,Salesforce
10950684,Inactive Investor,Robert Obiero,,"Wells Fargo Clearing Services, LLC Atlanta GA 3280 Peachtree Rd NE",,,Salesforce
11020734,Inactive Investor,Michael Gloster,Financial Advisor,LPL Financial LLC Troy MI 3250 W Big Beaver Rd,michael.gloster@lpl.com,,Salesforce
11050627,Inactive Investor,Andrew Pandis,,Cetera Investment Services LLC Forest Hills NY 10711 71st Ave,,,Salesforce
11200019,Inactive Investor,Timothy Key,Financial Advisor,"Independent Advisor Alliance, LLC Little Rock AR 900 S Shackleford Rd",,,Salesforce
11003428,Inactive Investor,Anna Miroshenkova,,J.P. Morgan Securities LLC Brooklyn NY 2623 E 17th St,anna.miroshenkova@jpmorgan.com,,Salesforce
10838381,Inactive Investor,Keith Weiss,Accountant;Chief Information Officer;Financial Planner,Weiss Financial Group LLC,kweiss@weiss-financial.com,,Salesforce
11072888,Inactive Investor,Kassidy Reisinger,Assistant Vice President;Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",kassidy.pratt@ml.com,,Salesforce
9621086,,Yo Yo,,,eric_vinck@yahoo.fr,,List import
11261462,Inactive Investor,Michael Peart,,Embree Financial Group,mpeart@embreefinancial.com,312-527-5565,Salesforce
11002245,Inactive Investor,Brandon Feder,,"Northwestern Mutual Investment Services, LLC Westlake Village CA 2555 Townsgate Rd",brandon.feder@nm.com,,Salesforce
10644754,,Christopher Ward,,,christopher.ward@db.com,,List Import
10809257,Inactive Investor,Geoffrey Giffuni,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",geoffrey_giffuni@ml.com,,Salesforce
10931344,Inactive Investor,Robert Curry,Chief Compliance Officer;Vice President,bLong Financial,trent@blongfinancial.com,,Salesforce
373109,,Bruce Prager,,[Unknown],bd6047@verizon.net,,source
11114948,Inactive Investor,Adam McDonald,,Fidelity Brokerage Services LLC Fort Worth TX 2933 W 7th St,adam.mcdonald@fidelity.com,,Salesforce
11123185,Inactive Investor,Andy Okala,,J.P. Morgan Securities LLC Atlanta GA 3440 Camp Creek Pkwy,andy.okala@jpmorgan.com,,Salesforce
10872853,Inactive Investor,Ivana Lotoshynski,Investment Advisor Representative,"Next Financial Group, Inc. Fairfield NJ 250 Passaic Ave",,,Salesforce
11211362,Inactive Investor,Vivian Tsai,Head - Relationship Management,"TIAA-CREF Individual & Institutional Services, LLC El Cerrito CA Private Residence",vivian.tsai@tiaa.org,,Salesforce
10979253,Inactive Investor,Christian Mejia,Associate,"Sivia Capital Partners, LLC",christian@siviacapital.com,,Salesforce
10616871,,Raymond Kalwajtys,,,ray.kalwajtys@edwardjones.com,,List Import
10976692,Inactive Investor,Jennifer Smith,,LPL Financial LLC Scottsdale AZ 9333 N 90th St,,,Salesforce
11133191,Inactive Investor,Kenneth Keenan,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",,,Salesforce
10931115,Inactive Investor,Drew Grifo,,"Capital Investment Group, Inc. Bala Cynwyd PA 11 Bala Ave",dgrifo@capital-invest.com,,Salesforce
11096998,Inactive Investor,Jaime Pandal Fernandez,Portfolio Manager;Vice President,Atlas Asset Management LLC Guaynabo PR 40 Carr 165,jpandal@atlas-am.com,,Salesforce
11049200,Inactive Investor,Angela Velez,,NYLIFE Securities LLC,avelez@eaglestrategies.com,,Salesforce
10752775,Inactive Investor,Jonathan Hall,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. New Smyrna Beach FL 301 Magnolia St",,,Salesforce
10807917,Inactive Investor,Linda McGill,Financial Advisor;Financial Planner;Partner,"Private Client Services, LLC Brentwood TN 1616 Westgate Cir",,,Salesforce
10933318,Inactive Investor,Yolanda Santiago-Irizarry,,Citigroup Global Markets Inc. Tampa FL 3800 Citigroup Center Dr,,,Salesforce
11194142,Inactive Investor,Juan Roman,Assistant Vice President;Financial Advisor;Team Manager,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11010680,Inactive Investor,Peter Phan,,"Osaic FA, Inc. Colleyville TX 62 Main St",,,Salesforce
11066989,Inactive Investor,Tara Macedo,,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",tara.macedo@wellsfargoadvisors.com,,Salesforce
208367,,zain sheikh,,[Unknown],zain1998@hotmail.co.uk,,Organic Search
11183185,Inactive Investor,Carl Kaufman,Co-Chief Executive Officer;Co-President;Managing Director - Fixed Income;Trustee,Osterweis Capital Management,carl.kaufman@osterweis.com,,Salesforce
9595867,,Zachary Anello,,,anellozachary02@gmail.com,,List import
11082363,Inactive Investor,Jacqueline Fiore,Financial Advisor,Edward Jones Wildwood NJ 6000 New Jersey Ave,jacqueline.fiore@edwardjones.com,,Salesforce
1002277,Inactive Investor,Andrew Wozniak,Director of Research,BNY Mellon Wealth Management,andrew.wozniak@bnymellon.com,(412) 434-6638,
10983094,Inactive Investor,Lorenzo Diamond,,Mutual of America Securities LLC Minneapolis MN 8300 Norman Center Dr,lorenzo.diamond@mutualofamerica.com,,Salesforce
10771274,Inactive Investor,Melissa Talingdan,Registered Associate,Morgan Stanley Menlo Park CA 2725 Sand Hill Rd,melissa.talingdan@morganstanley.com,,Salesforce
9570859,,Thomas Francescon,,,tfrancescon@stonebridge-am.com,,List import
11228935,Inactive Investor,Darrick Munsch,Financial Advisor,Edward Jones Neenah WI 903 Tullar Rd,darrick.munsch@edwardjones.com,,Salesforce
353189,,Tunahan Ceylan,Analyst,World Bank,tceylan@worldbank.org,,Event
9611244,,SIMON GILL,,,simonlgill@aol.com,,List import
11104169,Inactive Investor,Ernesto Hernandez,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ernesto.hernandez@chase.com,,Salesforce
10941707,Inactive Investor,Hubert Parish,,State Farm VP Management Corp. Eupora MS 231 E Walnut Ave,,,Salesforce
11033155,Inactive Investor,Andres Sarria,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,andres.sarria@citi.com,,Salesforce
11229019,Inactive Investor,Walter Stiffler,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
10891077,Inactive Investor,Oliver Ardeljan,,J.P. Morgan Securities LLC La Canada Flintridge CA 749 Foothill Blvd,oliver.ardeljan@jpmorgan.com,,Salesforce
9604687,,Frankie?s LoMonaco,,,greenrecycling1@bellsouth.net,,List import
10979057,Inactive Investor,Juanita Johnson,,PFS Investments Inc. Dacula GA 1862 Auburn Rd,juanita.johnson@primerica.com,,Salesforce
9602840,,James Roumell,,,jroumell@roumellasset.com,,List import
9547450,,Joseph Silva,,,joesilva401@gmail.com,,List import
11137098,Inactive Investor,Kevin Bonner,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine CA 100 Spectrum Center Dr",kevin.bonner@ml.com,,Salesforce
9566447,,Partik Bhungal,,,partik.bhungal@gmail.com,,List import
11098830,Inactive Investor,Matthew Arminio,,Fidelity Brokerage Services LLC Denver CO 343 S Teller St,,,Salesforce
9630303,,Donald Pitkin,,,s.pitkin@gmail.com,,List import
11084665,Inactive Investor,Gary Peters,Financial Advisor;Vice President,Morgan Stanley,gary.peters@morganstanley.com,,Salesforce
11106500,Inactive Investor,Robert Wheatley,Client Service Associate,Morgan Stanley Boston MA 28 State St,rob.wheatley@morganstanley.com,,Salesforce
10862883,Inactive Investor,Brian Roberts,Financial Professional,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",,,Salesforce
9582003,,Robert Chapman,,,rchapman@tegesta.com,,List import
10888508,Inactive Investor,Barbara Oxenrider,,PFS Investments Inc. Modesto CA 4713 Enterprise Way,barbara.oxenrider@primerica.com,,Salesforce
9615863,,Marcel Hosein,,,marcel@hosein.com,,List import
11137567,Inactive Investor,Michelle Minisci,,LPL Financial LLC Bonita Springs FL 27911 Crown Lake Blvd,michelle.minisci@lpl.com,,Salesforce
10969507,Inactive Investor,Connor Oreilly,,Maxim Group LLC Miami Beach FL 555 Washington Ave,coreilly@maximgrp.com,,Salesforce
10779796,Inactive Investor,Paul McWane,Branch Manager;Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lynchburg VA 5998 Boonsboro Rd,pmcwane@rwbaird.com,,Salesforce
11153767,Inactive Investor,Russell Welty,,"Osaic Wealth, Inc. Fremont OH 2100 Oak Harbor Rd",,,Salesforce
10804660,Inactive Investor,William Hennessy,,"Osaic Wealth, Inc. Mount Kisco NY 359 Main St",,,Salesforce
74056,,Ryan Voight,Director Of Operations,"Drake & Associates, Llc",ryan.voight@drakeandassociates.net,414-409-7226,Manual List Upload
10941272,Inactive Investor,William Weber,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11218513,,Armela Xhellima,,,armela.xhellima@jpmorgan.com,,List Import
11003336,Inactive Investor,Brandon Watson,,"W&S Brokerage Services, Inc. Baton Rouge LA 5555 Hilton Ave",,,Salesforce
10815403,Inactive Investor,Daryle Coppedge,Financial Advisor,Edward Jones Rocky Mount NC 4061 Capital Dr,daryle.coppedge@edwardjones.com,,Salesforce
4454352,,Bhg5 Hybvse,,,hfd1@gml.com,,Web Form Fillout
11159468,Inactive Investor,C Hopkins,Financial Planner;Investment Advisor Representative,TrueNorth Wealth,,,Salesforce
9565389,,Mengyue Yang,,,mengyue.yang@phi-deltalytics.com,,List import
9606615,,Leigh Couper,,,lynandleigh1@bigpond.com,,List import
9554976,,Sean Hanna,,,shanna@cambridgeassociates.com,,
9622574,,Keith Lillethun,,,klillethun@gmail.com,,List import
11046315,Inactive Investor,Daniel Merker,,"Avantax Investment Services, Inc. Neptune NJ 4814 Outlook Dr",,,Salesforce
11206049,Inactive Investor,Mark Damron,Branch Manager;Financial Advisor,LPL Financial LLC Louisville KY 804 Stone Creek Pkwy,mark.damron@lpl.com,,Salesforce
9579796,,Rene Mercadante,,,rene.mercadante@53.com,,List import
11054829,Inactive Investor,Emilton Lopez,,Citigroup Global Markets Inc. Commack NY 6105 Jericho Tpke,,,Salesforce
10883357,Inactive Investor,Ross Norris,Financial Advisor,Edward Jones Wellington KS 120 W Harvey Ave,ross.norris@edwardjones.com,,Salesforce
10972249,Inactive Investor,Francisco Rodriguez,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Miami FL 295 NE 18th St,francisco.rodriguez@jpmorgan.com,,Salesforce
10840592,Inactive Investor,Christopher Ernst,,"Raymond James Financial Services, Inc. Saint Louis MO 11600 Manchester Rd",christopher.ernst@raymondjames.com,,Salesforce
10617192,,Francesca Vanderwall,,,francesca.vanderwall@edwardjones.com,,List Import
11022615,Inactive Investor,Michael Brassil,,"U.S. Bancorp Investments, Inc. Westmont IL 6301 S Cass Ave",,,Salesforce
9574515,,Joey Olivo,,,joeyolivo@gmail.com,,List import
11223026,,Stephen Lee,,,steve@wagenerlee.com,,List Import
10606248,,Kevin Riley,"Assistant Vice President, Private Wealth Analyst - Relationship Management, Senior Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",kriley@ml.com,212-236-5165,List Import
11005262,Inactive Investor,Christian Mckoy,Assistant Vice President;Associate Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",christian.mckoy@ml.com,,Salesforce
10938021,Inactive Investor,Kevin Kepler,,"Coldstream Securities, Inc. Kirkland WA 520 Kirkland Way",,,Salesforce
9547963,,Albert Czaplinski,,,czaplinski@voyafa.com,,List import
11063135,Inactive Investor,Adam Graves,Financial Advisor,"Portside Wealth Group, LLC Aurora CO 6155 S Main St",,,Salesforce
10994849,Inactive Investor,Sarah Lewensohn,,Vanguard Marketing Corporation,,,Salesforce
11196331,Inactive Investor,Sarah Lane,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,louise.lane.hv8k@statefarm.com,,Salesforce
10791508,Inactive Investor,Vincent Hyman,,"American Capital Management, Inc. Louisville KY 2305 River Rd",,,Salesforce
10873264,Inactive Investor,Brent Facemire,Senior Vice President,PFS Investments Inc. Monticello FL 264 N Cherry St,brent.facemire@primerica.com,,Salesforce
10932201,Inactive Investor,Rodel Tan,,"Transamerica Financial Advisors, Inc Edison NJ 1931 State Rte 27",rodel.tan@tfaconnect.com,,Salesforce
9601582,,Nicholas Bare,,,nbare@linscomb-williams.com,,List import
9569163,,Jason Ginder,,,jginder@nationalsecurities.com,,List import
11073043,Inactive Investor,Adam Clyne,Investment Advisor,Lincoln Investment Ballwin MO 615 Shadowridge Dr,aclyne@lincolninvestment.com,,Salesforce
11023522,Inactive Investor,Zachary Lichlyter,,J.P. Morgan Securities LLC Surprise AZ 19500 N Sunrise Blvd,zachary.lichlyter@jpmorgan.com,,Salesforce
10642139,,Maurice Rhoe,,,morhoe@hotmail.com,,Web Form Fillout
10986990,Inactive Investor,Jamin Estep,Chief Compliance Officer;President,Estep Capital Management,,,Salesforce
10804604,Inactive Investor,Rodobaldo Acosta,,Fidelity Brokerage Services LLC,rodobaldo.acosta@fidelity.com,,Salesforce
9548091,,Perry Piazza,,,perry@cogentinv.com,,List import
201732,,Gregory Pavlich,,[Unknown],gpavlich@rmcboulder.copm,,
6813250,,MD Halim,,,muhammadhalimbd1990@gamil.com,,Web Form Fillout
9610600,,Ifeanyi Ebigbo,,,iaebigbo@gmail.com,,List import
9644955,,Eric Wellmann,,,ericrwellmann@gmail.com,,List import
9632733,,Will Mitchell,,,wm.reads@gmail.com,,List import
339731,,Jan-peter Dolff,Chairman,Comgest Asset Management International Limited,jdolff@comgest.com, -310381,Manual List Upload
5741460,,Judy Smith,,,rvrfaqaxkpxpd@nightorb.com,,Web Form Fillout
9624997,,Kevin Morris,,,kevmor26@gmail.com,,List import
11190759,Inactive Investor,Daniel Offit,Co-Chief Executive Officer,Offit Capital,doffit@offitcapital.com,,Salesforce
11140422,Inactive Investor,Claire Alexander,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,,,Salesforce
11168814,Inactive Investor,Jeffrey Jordan,,"TIAA-CREF Individual & Institutional Services, LLC",jeffrey.jordan@tiaa.org,,Salesforce
11025729,Inactive Investor,Katrina Knafl,,"Allstate Financial Services, LLC Chicago IL 5558 S Pulaski Rd",katrinaknafl@allstate.com,,Salesforce
10876502,Inactive Investor,Christina Stephens,,PFS Investments Inc. Atlanta GA 2310 Parklake Dr,christina.stephens@primerica.com,,Salesforce
10910167,Inactive Investor,Brice Blossom,Market Developer,Thrivent Investment Management Inc. Lansing MI 3410 Belle Chase Way,brice.blossom@thrivent.com,,Salesforce
10980796,Inactive Investor,Douglas Hess,Financial Associate;Financial Professional,Thrivent Investment Management Inc. Chambersburg PA 550 Cleveland Ave,douglas.hess@thrivent.com,,Salesforce
10818791,Inactive Investor,David Stuckey,Financial Consultant,"Osaic Wealth, Inc. Carrboro NC 200 N Greensboro St",dstuckey@royalaa.com,,Salesforce
10848582,Inactive Investor,Michael Burkoff,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
10785910,Inactive Investor,Kevin Chau,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",kevin.w.chau@ml.com,,Salesforce
11066774,Inactive Investor,David Wilder,Chief Investment Officer;Member;Principal,"Total Wealth Planning, LLC",dwilder@twpteam.com,,Salesforce
11031461,Inactive Investor,Katelyn Primm,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",katelyn.primm@firstcitizens.com,,Salesforce
10836701,Inactive Investor,James Crosson,,LPL Financial LLC Middletown RI 809 Aquidneck Ave,,,Salesforce
11220276,,John Devereaux,,,jdevereaux@oakwoodcapital.com,,Other
9577848,,John Wheeler,,,jwheeler@massmutual.com,,List import
10840609,Inactive Investor,Heather Smart,Financial Advisor,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",heather.smart@ampf.com,,Salesforce
10796688,Inactive Investor,Quentin Stella,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 21215 Burbank Blvd",quentin.stella@ml.com,,Salesforce
11000079,Inactive Investor,Daniel Michaud,,NPF Investment Advisors,dmichaud@npfinvest.com,,Salesforce
11189051,Inactive Investor,Michael Guiliano,,Goldman Sachs & Co.,michael.guiliano@gs.com,,Salesforce
11189251,Inactive Investor,Julie Billings,,"Raymond James & Associates, Inc. Republic MO Private Residence",julie.billings@raymondjames.com,,Salesforce
10864595,Inactive Investor,Chris Kim,President,"Kadence Advisors, LLC.",,,Salesforce
63856,,Chad Erickson,Financial Associate,Thrivent Investment Management Inc.,chad.erickson@thrivent.com,,
9617855,,Jeffrey Yamin,,,jeff.yamin@citadel.com,,List import
10845965,Inactive Investor,Jimmy Freeman,Financial Advisor,PlanMember Securities Corporation Corpus Christi TX 4444 Corona Dr,jfreeman@planmembersec.com,,Salesforce
10657482,,Barbara Brown,,,barbarabrown@allstate.com,,List Import
10849375,Inactive Investor,Kevin Connor,,"The Leaders Group, Inc.",,,Salesforce
11183998,Inactive Investor,Celia Baehr,Chief Compliance Officer;Managing Principal;Owner,"Celia Mann Baehr, CFP",celia@celiamannbaehr.com,,Salesforce
9572485,,Eric Bierman,,,eric.bierman@surveyor-capital.com,,List import
10859391,Inactive Investor,Diane Finch,Business Risk Officer;Vice President,Citigroup Global Markets Inc. Fort Lauderdale FL 1401 W Commercial Blvd,,,Salesforce
9598806,,Kelley Schubert,"Chief Compliance Officer, Founder, President","Schubert & Company, Inc.",kelley@schubertandcompany.com,,List import
1004165,Inactive Investor,Kiki Cook,,Kiki Cook,kikicook@hotmail.com,,3rd Party Lead Gen
10991857,Inactive Investor,Christopher Smith,,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,christopher.smith@opco.com,,Salesforce
11030604,Inactive Investor,Joseph Merchut,,Country Capital Management Company Bartlett IL 303 W Oneida Ave,joe.merchut@countryfinancial.com,,Salesforce
10853210,Inactive Investor,Nicholas Alsteen,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Baraboo WI 201 8th Ave",nicholas.f.alsteen@ampf.com,,Salesforce
11142348,Inactive Investor,Joshua Jespersen,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",joshua_jespersen@ml.com,,Salesforce
10919710,Inactive Investor,Joshua Palmer,,"Raymond James Financial Services, Inc. Plano TX 7500 Dallas Pkwy",joshua.palmer@raymondjames.com,,Salesforce
11161507,Inactive Investor,Brandon Sparks,Financial Associate,Thrivent Investment Management Inc. Glendale AZ 17505 N 79th Ave,brandon.sparks@thrivent.com,,Salesforce
144037,,Bryan Lafevor,"Assistant Vice President, Preferred Program Specialist, Vice President","Fifth Third Securities, Inc.",bryan.lafevor@53.com,877-534-2264,
11066647,Inactive Investor,Timothy Jones,Complex Director;Complex Manager;Senior Vice President,Janney Montgomery Scott LLC Charlotte NC 4064 Colony Rd,tsjones@janney.com,,Salesforce
11105058,Inactive Investor,Christopher Rizzio,,"Cambridge Investment Research, Inc. Farmington CT 74 Batterson Park Rd",,,Salesforce
10768613,Inactive Investor,Jose Narvaez,,NYLIFE Securities LLC New York NY 420 Lexington Ave,jnarvaez@ft.newyorklife.com,,Salesforce
11070394,Inactive Investor,Alondra Zepeda-Ochoa,,"D. M. Brenner, Inc.",alondra@dmbrenner.com,,Salesforce
10881024,Inactive Investor,John Cronin,Financial Advisor;Financial Consultant,Commonwealth Financial Network East Syracuse NY 6611 Manlius Center Rd,jcronin@commonwealth.com,,Salesforce
11093356,Inactive Investor,Justin Tillotson,Client Assistant,Robert W. Baird & Co. Incorporated Wexford PA 12570 Perry Hwy,jtillotson@rwbaird.com,,Salesforce
10973085,Inactive Investor,Ilya Pogosyan,,"Trinity Wealth Securities, L.L.C. Miami FL 901 Ponce De Leon Blvd",,,Salesforce
10995341,Inactive Investor,Michael Gehring,Financial Advisor,"CUSO Financial Services, L.P. West Chester OH 8763 Union Centre Blvd",,,Salesforce
10916117,Inactive Investor,Joel Hays,Chief Compliance Officer;Owner;President;Senior Financial Advisor,DFS Advisory,,,Salesforce
9555402,,Christopher Cochran,,,ccochran@mcfadvisors.com,,List import
11131806,Inactive Investor,Michael Marcheschi,,"Avantax Investment Services, Inc. Chicago IL 6659 N Avondale Ave",,,Salesforce
11165873,Inactive Investor,Robert Stewart,,LPL Financial LLC Charlotte NC 4521 Sharon Rd,robert.stewart@lpl.com,,Salesforce
9622570,,Thomas Snyder,Maeket Director,BNYMELLON,tasnyder07@gmail.com,845-343-7230,List import
11107671,Inactive Investor,Robert Finkle,Senior Vice President,"Stifel, Nicolaus & Company, Incorporated Morristown NJ 305 Madison Ave",finkler@stifel.com,,Salesforce
9633143,,Jan Valaska,,,janovalaska@gmail.com,,List import
10646677,,Kenneth Szulczewski,,,kenny.szulczewski@wellsfargoadvisors.com,,List Import
11180277,Inactive Investor,Carl Coates,Member,"CCR Investment Advisers, LLC",,,Salesforce
11086867,Inactive Investor,Fernaldo Miller,,PFS Investments Inc. South Holland IL 15525 S Park Ave,fernaldo.miller@primerica.com,,Salesforce
11035820,Inactive Investor,Katherine Kloster,,J.P. Morgan Securities LLC Yakima WA 211 E Yakima Ave,katherine.m.moore@jpmorgan.com,,Salesforce
248444,,Alan Barg,President,Tencor Properties,abarg@bellnet.ca,,Manual List Upload
204513,Inactive Investor,Amit Khanna,,BNY Mellon Securities Corporation,akhanna@pershing.com,,
10760333,Inactive Investor,Gavin Cummiskey,Associate Complex Manager;Senior Vice President,Morgan Stanley New Orleans LA 1100 Poydras St,gavin.cummiskey@morganstanley.com,,Salesforce
9580193,,Derek Pszenny,,,derek@mycarolinawealth.com,,List Import
11092220,Inactive Investor,Wendy Williams,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",wendy.williams@wellsfargoadvisors.com,,Salesforce
11126451,Inactive Investor,Michael Brown,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jamestown NY 55 Southwestern Dr",michael_e_brown@ml.com,,Salesforce
9546953,,Oren Katz,,,okatz@hotmail.com,,List import
10785985,Inactive Investor,Joseph Wilson,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Milwaukee WI 833 E Michigan St",jwilson34@ml.com,,Salesforce
9587911,,Michael Richardson,,,mike@richardson-financial.com,,List import
11107301,Inactive Investor,Thiago Caiuby Guimaraes,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,thiago.caiuby-guimaraes@jpmorgan.com,,Salesforce
214794,,Peter Lee,,[Unknown],peterlee100@yahoo.com,,
10791499,Inactive Investor,Joe Hines,Managing Partner;Partner;Regulatory Contact;Retirement Transition Specialist,"Global View Investment Advisors, LLC",joe@globalviewinv.com,,Salesforce
11100482,Inactive Investor,Anna N'Jie-Konte,Partner,Re-Envision Wealth,anna@re-envisionwealth.com,,Salesforce
10880290,Inactive Investor,Vincent Meleco,,LPL Financial LLC Albany NY 18 Corporate Woods Blvd,vincent.meleco@lpl.com,,Salesforce
10910803,Inactive Investor,Jason Calahan,,"Farmers Financial Solutions, LLC Vancouver WA 10411 NE Fourth Plain Blvd",,,Salesforce
10877805,Inactive Investor,Frank Barber,Managing Director,"Modern Wealth Management, LLC",,,Salesforce
11179010,Inactive Investor,Erin Christensen,Financial Advisor,Commonwealth Financial Network Brookfield WI 13500 W Capitol Dr,echristensen@commonwealth.com,,Salesforce
9597521,,Penny Bacharach,,,pennyb@alphawmp.com,,List import
11104285,Inactive Investor,Zachary Bourque,Chief Compliance Officer;Chief Executive Officer;Deputy Chief Compliance Officer;Manager;Regulatory Contact,Minot Deblois Advisors LLC Boston MA 50 Congress St,,,Salesforce
9597356,,Robert Fox,,,robbymfox@hotmail.com,,List import
11160976,Inactive Investor,Kevin Roy,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,kevin.roy@fidelity.com,,Salesforce
9619606,,David Porter,,,dpcc3x@yahoo.com,,List import
11196627,Inactive Investor,Henry Abbott,Chief Compliance Officer;CROP;Principal;SROP;Vice President,Washington Securities Corporation,,,Salesforce
11175909,Inactive Investor,Patrick Norris,Financial Advisor,"Raymond James & Associates, Inc. Carmel IN 11611 N Meridian St",patrick.norris@raymondjames.com,,Salesforce
9582637,,Paula Chauncey,,,pchauncey@etrellc.com,,List import
10985504,Inactive Investor,Alexander Pao,,"Charles Schwab & Co., Inc. Torrance CA 21370 Hawthorne Blvd",,,Salesforce
11064158,Inactive Investor,Mary Goodman,Chief Financial Officer;Chief Technology Officer,"Protected Future, LLC",mary.goodman@protected-future.com,,Salesforce
10822641,Inactive Investor,Michael Chircop,,Cabot Lodge Securities LLC Arlington VA 224 N Fillmore St,michael.chircop@clsecurities.com,,Salesforce
11170955,Inactive Investor,Devon Rogers,Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",devon.rogers@ml.com,,Salesforce
10947829,Inactive Investor,Susan Gagne,,Commonwealth Financial Network Lowell MA 222 Merrimack St,sgagne@commonwealth.com,,Salesforce
334848,,Margaret Keppler,Treasurer,Keppler Asset Management Inc.,margaret.keppler@kamny.com,212-245-4304,Manual List Upload
10820404,Inactive Investor,Steven Cannata,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",steven_cannata@ml.com,,Salesforce
11069781,Inactive Investor,Taylor Lake,,MWA Financial Services Inc. Allegan MI 155 Brady St,taylor.j.lake@mwarep.org,,Salesforce
10790663,Inactive Investor,Michael Kaufman,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",michael_kaufman@ml.com,,Salesforce
11184376,Inactive Investor,Doris Francis,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",dianefrancis@financialguide.com,,Salesforce
11000578,Inactive Investor,Joseph Bononno,,Southstate|DuncanWilliams Securities Corp.,b.joseph@duncanwilliams.com,,Salesforce
10821325,Inactive Investor,Jason Eaker,Financial Advisor,Commonwealth Financial Network Newnan GA 21 Lagrange St,jeaker@commonwealth.com,,Salesforce
11111848,Inactive Investor,Rachel Curley,Financial Advisor,Thrivent Investment Management Inc. Osage Beach MO 1085 Main St,rachel.curley@thrivent.com,,Salesforce
11086323,Inactive Investor,Dana Banyasz,Financial Advisor,Edward Jones Bay Village OH 578 Dover Center Rd,dana.banyasz@edwardjones.com,,Salesforce
10935972,Inactive Investor,Eric Pfeiffer,,Vanguard Marketing Corporation,eric_pfeiffer@vanguard.com,,Salesforce
10890049,Inactive Investor,George Sawyer,,"MML Investors Services, LLC Franklin TN 3401 Mallory Ln",,,Salesforce
10924600,Inactive Investor,Keith Patterson,,"Avantax Investment Services, Inc. Sugar Land TX 6526 Greatwood Pkwy",keith.patterson@myavantax.com,,Salesforce
10839321,Inactive Investor,Brad Fortier,Financial Advisor,LPL Financial LLC New Orleans LA 5937 Catina St,brad.fortier@lpl.com,,Salesforce
11123505,Inactive Investor,Michael Waxelman,,"Northwestern Mutual Investment Services, LLC Chesterfield MO 424 S Woods Mill Rd",michael.waxelman@nm.com,,Salesforce
11235733,Inactive Investor,Jonathan Shen,Associate Wealth Advisor,"Sax Wealth Advisors, LLC Trenton NJ 100 Charles Ewing Blvd",jshen@saxwa.com,,Salesforce
10821406,Inactive Investor,Mark Adkins,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",mark.adkins@ml.com,,Salesforce
11023098,Inactive Investor,Joseph Sack,Risk Officer,Morgan Stanley Boston MA 28 State St,,,Salesforce
231162,,Alvaro Rivero -,,Alvaro Rivero [[Unknown]],alvaroriverolaw@gmail.com,,Direct
11106422,Inactive Investor,Matthew Donovan,Financial Advisor,"Citizens Securities, Inc. West Palm Beach FL 777 S Flagler Dr",matthew.d.donovan@citizenssecurities.com,,Salesforce
11113009,Inactive Investor,Thomas Potts,Financial Advisor,"First Horizon Advisors, Inc. Jackson TN 325 Oil Well Rd",tpotts@firsthorizon.com,,Salesforce
11087688,Inactive Investor,Darin Moening,Financial Advisor,"Pruco Securities, LLC. Minneapolis MN 600 Hwy 169 S",darin.moening@prudential.com,,Salesforce
11083588,Inactive Investor,Jeannie Marmol,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,jmarmol@ft.newyorklife.com,,Salesforce
9590465,,Shana Weston,,,shanaweston9@gmail.com,,List import
11174989,Inactive Investor,Michelle Prybil,,"Cambridge Investment Research, Inc. Solon IA 201 E Main St",,,Salesforce
10990531,Inactive Investor,Austin Mccarthy,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",austin.mccarthy@ml.com,,Salesforce
9617464,,jkas SDS,,,asda@gmail.com,,List import
10908019,Inactive Investor,Subhash Desai,,"Osaic Wealth, Inc. Lake Forest CA Private Residence",,,Salesforce
11042014,Inactive Investor,Richard Clawson,Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC San Diego CA 15373 Innovation Dr",s.clawson@wellsfargoadvisors.com,,Salesforce
9549240,,Elliott Clark,,,elliott.e.clark@huntington.com,,List import
10893761,Inactive Investor,Brandon Orr,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10848808,Inactive Investor,Lana Washburn,,"Raymond James & Associates, Inc. Cumberland PA Private Residence",lana.washburn@raymondjames.com,,Salesforce
9557297,,Arin Torabian,,,arin.torabian@transamerica.com,,List import
9629845,,justin Mathieson,,,justinmtb2s20@gmail.com,,List import
234534,, -,,[[Unknown]],sletitbe1@netscape.net,,
11139025,Inactive Investor,Tanesh Misir,,J.P. Morgan Securities LLC Winter Garden FL 14403 Shoreside Way,tanesh.r.misir@jpmorgan.com,,Salesforce
11154950,Inactive Investor,Shirley Boutin,,Citigroup Global Markets Inc.,,,Salesforce
11087745,Inactive Investor,Stanley Pazdziora,Financial Professional Associate,"Pruco Securities, LLC. Warwick RI 475 Kilvert St",stanley.m.pazdziora.iii@prudential.com,,Salesforce
10868932,Inactive Investor,James Nash,,"Cambridge Investment Research, Inc. Charlotte NC 2313 Randolph Rd",,,Salesforce
11188167,Inactive Investor,Grant Hubbard,Senior Vice President;Senior Wealth Planner,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",,,Salesforce
10900378,Inactive Investor,Daniel Golko,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,daniel.golko@jpmorgan.com,,Salesforce
11017821,Inactive Investor,Alexia Shea,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",alexia.shea@nm.com,,Salesforce
9576442,,John Hlay,,,jhlay@stratoswealthpartners.com,,List import
11221676,,Emory Ford,,,eford@firstrepublic.com,,List Import
9640393,,Dace Brencena,,,dace.brencena@seb.lv,,List import
1003134,Inactive Investor,Jon Jenrette,,Jenrette Capital,jonjenrette@gmail.com,,3rd Party Lead Gen
11105402,Inactive Investor,Michael Ramacciotti,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10687012,,Mian Umair Khadim,,,mianumairkhadim1@gmail.com,,Web Form Fillout
10617910,,Alexander Girard,,,alexander.girard@ml.com,,List Import
10846823,Inactive Investor,William Parilla,,J.P. Morgan Securities LLC Bronxville NY 132 Pkwy Rd,william.s.parilla@chase.com,,Salesforce
11044277,Inactive Investor,Emma Smith,Client Relationship Associate,William Blair Denver CO 201 Columbine St,emmasmith@williamblair.com,,Salesforce
11131704,Inactive Investor,Ruth Laboy,,GWN Securities Inc.,rlaboy@gwnsecurities.com,,Salesforce
10805227,Inactive Investor,Scott Woodward,Financial Advisor,"MML Investors Services, LLC Atlanta GA 3550 Lenox Rd NE",swoodward@massmutual.com,,Salesforce
11087799,Inactive Investor,Terrence McCabe,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
10659515,,Andrew Hall,,,andy.hall@lpl.com,,List Import
10859199,Inactive Investor,John Ellis,Financial Advisor,LPL Financial LLC San Diego CA 11440 W Bernardo Ct,jellis@lpl.com,,Salesforce
9565435,,Sarah Forhan,,,sarah.forhan@valic.com,,List import
10963510,Inactive Investor,John Jones,,"Stifel, Nicolaus & Company, Incorporated Wichita KS 301 N Main St",,,Salesforce
11143728,Inactive Investor,Lance Knight,,M. S. Howells & Co. Las Vegas NV 10777 W Twain Ave,,,Salesforce
10888500,Inactive Investor,O'Brien Edwards,,NYLIFE Securities LLC Rego Park NY 9777 Queens Blvd,edwardso@ft.newyorklife.com,,Salesforce
243614,,Kathleen Hopkins,Manager,Captrust,kathleen.hopkins@captrust.com,19198706822,Manual List Upload
10917972,Inactive Investor,Michael Masters,Senior Investment Advisor,"Nicholas Hoffman & Company, LLC",mmasters@nhoffmanandco.com,,Salesforce
10925685,Inactive Investor,Daniel Ott,,LPL Financial LLC Windsor CA 8733 Lakewood Dr,dan.ott@lpl.com,,Salesforce
242018,,Daryl Dewbrey,"Managing Director, Head of Alternative Investments Business Development",UBS,daryl.dewbrey@ubs.com,,Event
10790401,Inactive Investor,John Carr,,Intervest International Equities Corporation Colorado Springs CO 13540 Northgate Estates Dr,jack.carr@intervestintl.com,,Salesforce
9548207,,Andrew Miller,,,miller.andrew@principal.com,,List import
11161824,Inactive Investor,Ryan Driscoll,,"Saybrus Equity Services, LLC Saint Michael MN Private Residence",rdriscoll@saybruspartners.com,,Salesforce
9645913,,Edward Heaney,,,jalheaney@yahoo.com,,List import
11083913,Inactive Investor,Victor Dillard,Financial Advisor;Financial Planner,"MML Investors Services, LLC Sacramento CA 1435 River Park Dr",vdillard@financialguide.com,,Salesforce
10906463,Inactive Investor,Joe Sanchez,,Cetera Investment Services LLC Chicago IL 6155 S Pulaski Rd,joe.sanchez@ceterais.com,,Salesforce
11010867,Inactive Investor,Daniel Weatherton,,Innovation Partners LLC,dweatherton@innovationpartnersllc.com,,Salesforce
10930533,Inactive Investor,Maria DaSilva,,"Packerland Brokerage Services, Inc. Ossining NY 217 Main St",maria_dasilva@packerlandbrokerage.com,,Salesforce
11106522,Inactive Investor,Aaron Wartes,,"Raymond James Financial Services, Inc. Everett WA 1604 Hewitt Ave",aaron.wartes@raymondjames.com,,Salesforce
10996867,Inactive Investor,Hysni Cano,,J.P. Morgan Securities LLC New York NY 255 1st Ave,hysni.cano@jpmorgan.com,,Salesforce
11230999,Inactive Investor,Jordan Benes,,LPL Financial LLC Beachwood OH 3750 Park East Dr,jordan.benes@lpl.com,,Salesforce
10775731,Inactive Investor,David Kurtz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 7796 Montgomery Rd",david.t.kurtz@ml.com,,Salesforce
10832170,Inactive Investor,William Nickles,Financial Consultant;Partner,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",mark.nickles@wfafinet.com,,Salesforce
373858,,Rohit Verma,,[Unknown],verma_01@yahoo.com,,source
10909334,Inactive Investor,Bradley Straub,,"Osaic Wealth, Inc. Marshall MO 102 E Arrow St",,,Salesforce
9635242,,Valerie Pimenta,,,vpimenta@mfin.com,,List import
10977186,Inactive Investor,Timothy Wzorek,,Stonex Securities Inc. Warren NJ 30 Independence Blvd,,,Salesforce
11044948,Inactive Investor,Lisa Kitchin,Advisor;Managing Director,Rockefeller Financial LLC San Francisco CA 2 Embarcadero Ctr,lkitchin@rockco.com,,Salesforce
11284515,,Baptiste Cardin,,,b.cardin@familycardin.com,,Web Form Fillout
11144459,Inactive Investor,Brendan Dougherty,,"Wells Fargo Clearing Services, LLC Redwood City CA 1500 Woodside Rd",,,Salesforce
344087,,Scott Schafler,Managing Partner,"Cortec Group Management Services, Llc",rsschafler@cortecgroup.com,212-370-5600,Manual List Upload
9604274,,HILLARY CONLEY,,,hillary@gemini.com,,List import
10958857,Inactive Investor,Seth Colby,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11168777,Inactive Investor,Joseph Tribuiani,Client Service Associate,"Raymond James & Associates, Inc. Boston MA 1 International Pl",joseph.tribuiani@alexbrown.com,,Salesforce
9599556,,Janet Brown,,,jbrown@fundx.com,,List import
10760317,Inactive Investor,Joseph Goldgrab,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC",jgoldgrab@tiaa.org,,Salesforce
10755758,Inactive Investor,Aaron Ahlstrom,Financial Advisor,"Ameriprise Financial Services, LLC",aaron.x.ahlstrom@ampf.com,,Salesforce
10970641,Inactive Investor,Ashley Sams-Williams,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,ashley.sams-williams@jpmorgan.com,,Salesforce
11097086,Inactive Investor,Jeremy Lieberman,Managing Member;Partner,"Advisors Capital Management, LLC",jeremy.lieberman@advisorscenter.com,,Salesforce
10925444,Inactive Investor,Eddie Farhat,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ponte Vedra Beach FL 824 A1A N",eddie.farhat@ml.com,,Salesforce
10859462,Inactive Investor,Andrew Hack,Financial Advisor;Vice President,Citigroup Global Markets Inc. New York NY 476 Broadway,andrew.hack@citi.com,,Salesforce
11156030,Inactive Investor,Ryan Ben,,"Ameriprise Financial Services, LLC Evanston IL 520 Main St",ryan.ben@ampf.com,,Salesforce
11055481,Inactive Investor,Krista Lawson,Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Reno NV 5370 Kietzke Ln",krista_lawson@ml.com,,Salesforce
10810908,Inactive Investor,Benjamin Sauer,Senior Wealth Strategy Associate,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,benjamin.sauer@ubs.com,,Salesforce
10949320,Inactive Investor,Zhouyang Wang,,J.P. Morgan Securities LLC Redwood City CA 272 Redwood Shores Pkwy,joan.wang@jpmorgan.com,,Salesforce
11006357,Inactive Investor,David Lizarraga-Ponce,Financial Advisor,"Pruco Securities, LLC. San Diego CA 4370 La Jolla Village Dr",david.lizarraga@prudential.com,,Salesforce
10804711,Inactive Investor,Nathaniel Crosby,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",ncrosby@truist.com,,Salesforce
9637857,,Stephen Marsh,,,smarsh@sonoma-county.org,,List import
10938262,Inactive Investor,Mindey Morrison,,"Crescent Securities Group, Inc.",,,Salesforce
97469,,Patrick Sweeney,"President, Chief Compliance Officer","Patrick M. Sweeney & Associates, Inc",patrick@patrickmsweeney.com,847-277-7771,Manual List Upload
11234385,Inactive Investor,Kirk Sauer,,"Bull Market Securities, Inc. New York NY 369 Lexington Ave",ksauer@bullmarketus.com,,Salesforce
11196891,Inactive Investor,Richard Quintana,,LPL Financial LLC Irvine CA 2601 Main St,richard.quintana@lpl.com,,Salesforce
10773730,Inactive Investor,Julie Gampp,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",,,Salesforce
11022291,Inactive Investor,Brian Miller,,"Farmers Financial Solutions, LLC Lake Oswego OR 385 N State St",,,Salesforce
10880526,Inactive Investor,Spenser Twigg-Wirtz,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10798817,Inactive Investor,Nathaniel Hahn,Financial Planner,"Northeast Planning Associates, Inc. Milford MA 227 Main St",nhahn@northeastplanning.com,,Salesforce
11182700,Inactive Investor,Marvin Diaz Garraton,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10765591,Inactive Investor,Lazette Pierce-Miller,Senior Client Service Associate,Morgan Stanley Tampa FL 4890 W Kennedy Blvd,lazett.pierce-miller@morganstanley.com,,Salesforce
9645344,,Matthew McEwen,,,mattmcewen834@gmail.com,,List import
10865746,Inactive Investor,Barry Meythaler,,"Harbour Investments, Inc. South Wayne WI Private Residence",,,Salesforce
10996656,Inactive Investor,Sandra Serna,,State Farm VP Management Corp. El Paso TX 10965 Ben Crenshaw Dr,sandra.serna.qsvk@statefarm.com,,Salesforce
10822287,Inactive Investor,Steven Zorn,Investment Advisor;Partner;Portfolio Manager,"Oder Investment Management, LLC",,,Salesforce
9611442,,Jinho Yang,,,didwlsgh0811@gmail.com,,List import
11220040,,Alexander Strauss,,,alex.strauss@rdmcapital.com,,Other
10876427,Inactive Investor,Marta Kaczanowska,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",marta.kaczanowska@ml.com,,Salesforce
11031916,Inactive Investor,Nolan Akridge,,J.P. Morgan Securities LLC Greenfield IN 2057 N State St,nolan.akridge@jpmorgan.com,,Salesforce
10657789,,Kathryn Thompson,,,kathryn.thompson@morganstanley.com,,List Import
374602,,Michael Torres,,,,510-701-3927,Salesforce
235361,, -,,[[Unknown]],basedcapital@tutanota.com,,
10931601,Inactive Investor,Justen Yatko,,"Empower Financial Services, Inc Harrisburg PA 212 Locust St",justen.yatko@empower.com,,Salesforce
10971659,Inactive Investor,Ryan Jones,,Commonwealth Financial Network Ligonier PA 112 N Market St,,,Salesforce
4525653,,Olson Maximus,,,olsonmaximus@gmail.com,,Web Form Fillout
10981945,Inactive Investor,Mackenzie Lahaye,Financial Advisor,Edward Jones Nederland TX 1112 N Memorial Fwy,mackenzie.lahaye@edwardjones.com,,Salesforce
11074264,Inactive Investor,Daniel Ciez,Chief Compliance Officer;Financial Advisor;Managing Member;President,Jacksonville Wealth Management,dan@jaxwealth.com,,Salesforce
349053,,Stephen Marquardt,Member,Century Equity Partners Llc,smarquardt@cepfunds.com,617-863-2950,Manual List Upload
11210563,Inactive Investor,Daniel Baker,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",chloe.johnston@nm.com,,Salesforce
10884945,Inactive Investor,Wei Zhao,,J.P. Morgan Securities LLC Novi MI 43100 Grand River Ave,wei.zhao@jpmorgan.com,,Salesforce
10764664,Inactive Investor,Karen Carnes,Practice Business Manager,"Raymond James & Associates, Inc. Mishawaka IN 4215 Edison Lakes Pkwy",karen.carnes@raymondjames.com,,Salesforce
11140379,Inactive Investor,John Johnson,Financial Advisor,Edward Jones Midvale UT 7050 S Union Park Ave,,,Salesforce
10980501,Inactive Investor,Chase Perez-Blanco,,"Ameriprise Financial Services, LLC Vero Beach FL 1054 20th Pl",chase.perezblanco@ampf.com,,Salesforce
9644727,,Christian Broda,,,broda@duquesne.com,,List import
10864420,Inactive Investor,Michelle Addington,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,michelle.addington@jpmorgan.com,,Salesforce
10645295,,Scott Selman,,,scott.selman@chase.com,,List Import
11015300,Inactive Investor,Charles Hammond,,"Allstate Financial Services, LLC Vestal NY 313 Front St",chuckhammond@allstate.com,,Salesforce
10890417,Inactive Investor,Gorinda Hughes-Rendon,,"Ameriprise Financial Services, LLC Lubbock TX 3223 S Loop 289",gorinda.hughesrendon@ampf.com,,Salesforce
338018,,Jon Zahradka,,"Sather Financial Group, Inc.",jzahradka@satherfinancial.com,361-570-1800,Manual List Upload
371614,,Colin Fitzpatrick,,United Arab Emirates,colinfitz@gmail.com,,Salesforce
9558997,,Jahmal Hall,,,jahmal122887@yahoo.com,,List import
10766581,Inactive Investor,Omid Airomloo,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",david_airomloo@ml.com,,Salesforce
11230646,Inactive Investor,Yin Wang,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",,,Salesforce
10869664,Inactive Investor,Julia Parks,Financial Advisor,"Equitable Advisors, LLC Blythewood SC Private Residence",julia.parks@equitable.com,,Salesforce
10855275,Inactive Investor,Mark George,Chairman,"Heritage Asset Managers, Inc. North Little Rock AR 1920 Main St",mgeorge@heritageasset.com,,Salesforce
9593441,,William Holben,,,bill@theholbengroup.com,,List import
10931599,Inactive Investor,Robert Young,Chief Compliance Officer;Chief Operations Officer,Robert J Young,,,Salesforce
10886991,Inactive Investor,Perry Piazza,Managing Member;President,Cogent Investment Advisors LLC,perry@cogentinv.com,,Salesforce
10891602,Inactive Investor,Mary Goodman,,"Ameriprise Financial Services, LLC Morgantown WV 6000 Hampton Ctr",mary.e.goodman@ampf.com,,Salesforce
11047361,Inactive Investor,Blase Cunningham,,Santander Securities LLC Miami FL 1401 Brickell Ave,,,Salesforce
9576276,,Christopher Martin,,,cmartin@sageviewadvisory.com,,List import
11222950,,Wesley Gallup,,,wes.gallup@carystreetpartners.com,,List Import
10765504,Inactive Investor,Margaret Severson,Financial Advisor,Edward Jones Viroqua WI 520 N Main St,margaret.severson@edwardjones.com,,Salesforce
10932076,Inactive Investor,Jamie Denning,,"Transamerica Financial Advisors, Inc Stockton CA 1036 W Robinhood Dr",jamie.denning@tfaconnect.com,,Salesforce
11221383,,Angela Di Mercurio,,,angela.dimercurio@ubs.com,,List Import
10962946,Inactive Investor,David Ferris,,LPL Financial LLC Bristol CT 40 High St,david.ferris@lpl.com,,Salesforce
11077036,Inactive Investor,Patrick Griffin,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,patrick.t.griffin@jpmorgan.com,,Salesforce
11142400,Inactive Investor,Glenn Weyand,Financial Advisor,"Pruco Securities, LLC. Jacksonville FL 8777 San Jose Blvd",glenn.weyand@prudential.com,,Salesforce
11168396,Inactive Investor,Johanne Carroll,,"Raymond James Financial Services, Inc. Mobile AL 3704 Dauphin St",johanne.carroll@raymondjames.com,,Salesforce
10977710,Inactive Investor,Benjamin Sievers,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10644950,,Gina Cocking,,,gcocking@coladv.com,,List Import
9615134,,Steve Swenson,,,steve.swenson94@gmail.com,,List import
11194515,Inactive Investor,Catherine Ratkewicz,,"Wells Fargo Clearing Services, LLC",catherine.ratkewicz@wellsfargoadvisors.com,,Salesforce
9541121,,Spencer Taylor,,,guilemurphy@yahoo.com,,List import
10777720,Inactive Investor,Andrew Gutierrez,Financial Advisor,Morgan Stanley Lafayette LA 400 E Kaliste Saloom Rd,andrew.gutierrez@morganstanley.com,,Salesforce
11044896,Inactive Investor,Dave Scalzo,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Fresno CA 5250 N Palm Ave,dave.scalzo@morganstanley.com,,Salesforce
11017832,Inactive Investor,Walter Lasley,,AdaptFirst Investments LLC,walter@adaptfirst.com,,Salesforce
11108407,Inactive Investor,Todd Thompson,,"Wells Fargo Clearing Services, LLC",todd.thompson@wellsfargoadvisors.com,,Salesforce
9646560,,Prab Bajwa,,,flechemondo@gmail.com,,List import
9585500,,David Crall,,,david.crall@nomura.com,,List import
10776361,Inactive Investor,Dianne Dempsey,,"Wells Fargo Clearing Services, LLC Montgomery AL 2660 Eastchase Ln",dianne.travis@wellsfargoadvisors.com,,Salesforce
199981,,John Brownlow,,"VALIC Financial Advisors, Inc.",john.brownlow@valic.com,919-401-3229,
10606376,,Vidur Bhalla,Portfolio Manager,"Herold Advisors, Inc.",vidurraj@yahoo.com,631-454-2000,List Import
373632,,Nghia Bui,,[Unknown],redhotsox@gmail.com,,source
11004757,Inactive Investor,Steven Leung,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11119412,Inactive Investor,Jonathan Bellm,,"Raymond James Financial Services, Inc. Latham NY 11 Sunset Dr",jonathan.bellm@raymondjames.com,,Salesforce
10823324,Inactive Investor,Megan Johnson,Financial Advisor,"Raymond James & Associates, Inc. Savannah GA 530 Stephenson Ave",megan.johnson@raymondjames.com,,Salesforce
9584103,,Benjamin Tripp,,Fisher Investments,b.tripp@fi.com,,List import
11066479,Inactive Investor,Anthony Angelini,,"Charles Schwab & Co., Inc. Albany NY 677 Broadway",,,Salesforce
11152459,Inactive Investor,Joelle Spear,Financial Advisor,Commonwealth Financial Network Framingham MA 161 Worcester Rd,jspear@commonwealth.com,,Salesforce
11056699,Inactive Investor,Douglas Methner,,State Farm VP Management Corp. Naperville IL 2020 Calamos Ct,,,Salesforce
11057503,Inactive Investor,Nathan Lugo,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Beverly Hills CA 9757 Wilshire Blvd",nathan.lugo@schwab.com,,Salesforce
11016030,Inactive Investor,Phillip Paige,,PFS Investments Inc. Bonita Springs FL 24301 Walden Center Dr,phillippaige@primerica.com,,Salesforce
10986651,Inactive Investor,Laura Nguyen,,Janney Montgomery Scott LLC Montvale NJ 200 Market St,lnguyen@janney.com,,Salesforce
11118137,Inactive Investor,Kenneth Vernon,Financial Advisor,"Ameriprise Financial Services, LLC Southfield MI 2000 Town Ctr",kenneth.g.vernon@ampf.com,,Salesforce
11230945,Inactive Investor,Matthew Young,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,,,Salesforce
9573228,,Joshua Aden,,,j_dogg.aden@icloud.com,,List import
10806963,Inactive Investor,Raymond Schmidtke,,Morgan Stanley Tacoma WA 1301 A St,raymond.schmidtke@morganstanley.com,,Salesforce
10994305,Inactive Investor,Esnah Chikwanha,,Fidelity Brokerage Services LLC Bethesda MD 7501 Wisconsin Ave,,,Salesforce
10907470,Inactive Investor,Justin McDannald,,"Osaic Wealth, Inc. Grove OK 149 E 3rd St",,,Salesforce
11088958,Inactive Investor,Joseph Depascale,Chief Compliance Officer;Managing Member;Managing Partner;Principal,"Total Financial Management, LLC",,,Salesforce
11061181,Inactive Investor,Rodney Shock,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",rodney.shock@ml.com,,Salesforce
10896000,Inactive Investor,Andrew Watson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
26334,,Greg Leach,President,Hospice Of Palm Beach County Foundation,gleach@hpbcf.org, + 561 494 6885,Database Upload
10998635,Inactive Investor,Jeffrey Edwards,,State Farm VP Management Corp. Burlington KS 415 N 4th St,,,Salesforce
11078774,Inactive Investor,Philip Fried,Financial Professional Emeritus,"Pruco Securities, LLC. La Mirada CA 14730 Beach Blvd",philip.fried@prudential.com,,Salesforce
11204146,Inactive Investor,Troy Noland,,"Farmers Financial Solutions, LLC Portland OR 4475 SW Scholls Ferry Rd",,,Salesforce
9577535,,Elizabeth Crawford,,,eshantel79@gmail.com,,List import
10645357,,Ronald Mui,,,ron.mui@republicpartners.com,,List Import
11011775,Inactive Investor,Ellen Moore,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",,,Salesforce
10893221,Inactive Investor,Samuel Gore,Financial Advisor,Edward Jones Belle Plaine MN 100 W Main St,samuel.gore@edwardjones.com,,Salesforce
11207479,Inactive Investor,Jeffrey Wold,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",jeff_wold@ml.com,,Salesforce
169246,,Jaime Milgram,,[Unknown],milgram.jaime@gmail.com,,Organic Search
116469,,Jamie Marshall,,[Unknown],marshalljd87@gmail.com,,source
371950,,Oleg Osipov,,Russia,sollo2015@yandex.ru,,Salesforce
9620057,,Robert Frasca,,,rob@cosimo.vc,,List import
11047400,Inactive Investor,Paul Delaney,Wealth Advisor,"Capital Endurance Group, Inc Cary NC 5000 Centre Green Way",,,Salesforce
10787303,Inactive Investor,Marilyn Struchen,,LPL Financial LLC Cedar Rapids IA 500 1st Ave NE,marilyn.struchen@lpl.com,,Salesforce
9647504,,Joseph Ceglio,,,cyclebum1@gmail.com,,List import
10828199,Inactive Investor,Nicholas Hardi,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",nicholas.hardi@ml.com,,Salesforce
9567408,,Kyle Attarian,,,kyle@plancorp.com,,List import
10904103,Inactive Investor,Lauren Fowler,Financial Advisor,Edward Jones Tahlequah OK 101 Mimosa Ln,lauren.fowler@edwardjones.com,,Salesforce
9607057,,William Ballard,,,wpballard@gmail.com,,List import
9570286,,JACOB KING,"Partner, Regulatory Contact, Wealth Manager",Beaird Harris,jacobk@bh-co.com,,List Import
342441,,Chris Lalonde,Managing Director,Century Equity Partners Llc,clalonde@cepfunds.com,617-863-2950,Manual List Upload
10866318,Inactive Investor,Tray Wiltse,,Cetera Advisor Networks LLC Leawood KS 4400 W 109th St,,,Salesforce
11021484,Inactive Investor,Rogelio Canez,,J.P. Morgan Securities LLC Alpine CA 1271 Tavern Rd,rogelio.canez@jpmorgan.com,,Salesforce
183078,,simon ren,,[Unknown],zy02264@gmail.com,,Organic Search
10986369,Inactive Investor,Jeremy Fisher,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10895066,Inactive Investor,Jeffrey Grewe,,"Osaic Wealth, Inc. Fargo ND 3223 32nd Ave S",,,Salesforce
9599933,,Scott Parent,,,sparent@psinvestmentgroup.com,,List import
11123398,Inactive Investor,Patricia Terhune,,J.P. Morgan Securities LLC Lake Elsinore CA 31575 Canyon Estates Dr,patti.terhune@chase.com,,Salesforce
11105128,Inactive Investor,Tammy Maloney,,"Raymond James & Associates, Inc.",,,Salesforce
10883312,Inactive Investor,Michael Dowd,Financial Advisor;Financial Consultant,Edward Jones Woodstock IL 1114 N Seminary Ave,,,Salesforce
11138432,Inactive Investor,Timothy Kemper,Senior Vice President - Investments,"Raymond James & Associates, Inc. Dublin OH 6745 Longshore St",,,Salesforce
9598703,,Michele Schreck,,,mschreck@carsoninstitutional.com,,List import
10783090,Inactive Investor,Patricia Underwood,,Morgan Stanley Belle Glade FL 1100 N Main St,patricia.e.underwood@morganstanley.com,,Salesforce
10837609,Inactive Investor,Kyle Reep,Assistant Branch Manager;Financial Advisor;Senior Vice President,D.A. Davidson & Co. Burlington WA 195 E George Hopper Rd,kreep@dadco.com,,Salesforce
11026483,Inactive Investor,Brandon Armstrong,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,brandon.armstrong@fmr.com,,Salesforce
10806490,Inactive Investor,Igor Istratii,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9611696,,Adrian D,,,adrian_d@hotmail.fr,,List import
9626946,,G. Thaminda De Silva,,,thamindadesilva@gmail.com,,List import
10835964,Inactive Investor,Michelle Schneider,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",michelle_schneider@ml.com,,Salesforce
10987046,Inactive Investor,Lilian Colpas,Chief Compliance Officer,Fruitful,,,Salesforce
10760537,Inactive Investor,Boyd Wible,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",boyd_wible@ml.com,,Salesforce
11091462,Inactive Investor,Matthew Heinz,,"Kestra Investment Services, LLC Baton Rouge LA 6421 Perkins Rd",,,Salesforce
9542293,,Brandon Kleiman,,,kleimanb@yahoo.com,,List import
11174621,Inactive Investor,Siddhartha Lodhia,Financial Consultant,"Equitable Advisors, LLC Los Angeles CA 5700 Wilshire Blvd",siddhartha.lodhia@equitable.com,,Salesforce
10843896,Inactive Investor,Michael Jilling,Financial Advisor,LPL Financial LLC Wakefield RI Private Residence,michael.jilling@lpl.com,,Salesforce
9560452,,Matthew Neill,,,mneill@ft.newyorklife.com,,List import
338808,,Kathryn Bulmer,Founder,"Nbz Investment Advisors, Llc",kathy@nbzcpa.com,865-584-1184,Manual List Upload
9591697,,Jos&#201 Feliciano,,,jfeliciano@clearlakecapital.com,,List import
9593091,,Patricia Buchholtz,,,pbuchholtz@eclecticassociates.com,,List import
11112380,Inactive Investor,Michael Burke,Vice President,"Principal Securities, Inc. Hopkinton MA Private Residence",burke.michael@principal.com,,Salesforce
370586,,Conor Baxter,,Australia,conorbaxtercb@gmail.com,,Salesforce
10885631,Inactive Investor,Scott Hirschberger,Financial Advisor,Edward Jones Portland OR 10250 SW Greenburg Rd,scott.hirschberger@edwardjones.com,,Salesforce
10874094,Inactive Investor,Linda Berg,,"Packerland Brokerage Services, Inc. Holmen WI 501 Empire St",linda_berg@packerlandbrokerage.com,,Salesforce
10592016,,Jun Chen,,,jchen.healthcare@gmail.com,,Web Form Fillout
9584796,,Anthony Diclemente,,,adiclemente@maximgrp.com,,List import
10848924,Inactive Investor,Ryan Stover,Financial Advisor,"Ameriprise Financial Services, LLC Union City TN 227 S 1st St",ryan.n.stover@ampf.com,,Salesforce
10817200,Inactive Investor,Mark Jacobberger,,"Cambridge Investment Research, Inc. Colorado Springs CO Private Residence",,,Salesforce
10805625,Inactive Investor,Dylan Gerstein,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
9633444,,bassey efefiom,,,basseyefefiom@live.com,,List import
9578825,,Timothy Lower,,,lower@willowtreelp.com,,List import
10997589,Inactive Investor,Morgan Downs,Wealth Manager,Ventura Wealth Management,,,Salesforce
10945765,Inactive Investor,Monstserrat Figueroa,,"Wells Fargo Clearing Services, LLC Aurora CO 1300 S Havana St",,,Salesforce
10853677,Inactive Investor,Christopher Pizzitola,,LPL Financial LLC La Porte TX 10936 Spencer Hwy,chris.dow.pizzitola@lpl.com,,Salesforce
11073271,Inactive Investor,Johnny Ceballos,,"Golden State Wealth Management, LLC Yuba City CA 1110 Civic Center Blvd",johnny.ceballos@goldenstatewm.com,,Salesforce
10976184,Inactive Investor,Taylor D'Amore,Associate,Morgan Stanley,,,Salesforce
11084439,Inactive Investor,Matthew Pearson,Chief Compliance Officer;Chief Operating Officer;Member;Senior Principal,"Ensemble Capital Management, LLC Burlingame CA 1350 Bayshore Hwy",mpearson@ensemblecapital.com,,Salesforce
11238499,Inactive Investor,Rajan Gupta,,William O'neil + Company,rgupta@williamoneil.com,,Salesforce
9592330,,Jason Beccaris,,,jason@paralleladvisors.com,,List Import
10835555,Inactive Investor,Michael Allen,,"Northwestern Mutual Investment Services, LLC Dayton OH 70 Birch Aly",m.allen@nm.com,,Salesforce
127806,,Kaytlan Uhlman,,"Bkd Wealth Advisors, Llc",kuhlman@bkd.com,,
11208600,Inactive Investor,Michael Wiesmann,Customer Relationship Manager;Member;Principal;Wealth Consultant,Evergreen Capital Management LLC Bellevue WA 500 108th Ave NE,mwiesmann@evergreengavekal.com,,Salesforce
9569592,,ANKIT AGARWAL,,,ankit1990@gmail.com,,List import
11188007,Inactive Investor,Rhodie Orgella,,J.P. Morgan Securities LLC Kansas City MO 8400 N Boardwalk Ave,rhodie.orgella@chase.com,,Salesforce
10933054,Inactive Investor,Cosimo Favaloro,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",cosimo.f.favaloro@wellsfargo.com,,Salesforce
9549579,,Terrell Graves,,,terrell.graves@saswealth.com,,List import
11020992,Inactive Investor,Gabriel Loya,,J.P. Morgan Securities LLC Greenville NC 314 E 10th St,gabriel.loya@jpmorgan.com,,Salesforce
10980184,Inactive Investor,Sergio Lopez,,PFS Investments Inc. Lombard IL 55 W 22nd St,slopez.fxv57@primerica.com,,Salesforce
10762481,Inactive Investor,Judith Beckman,,"American Portfolios Financial Services, Inc. Northport NY 12 Bayview Ave",jbeckman@americanportfolios.com,,Salesforce
10896442,Inactive Investor,Meilue Vang,Client Service Associate,Morgan Stanley Fresno CA 5250 N Palm Ave,,,Salesforce
10927448,Inactive Investor,Herman Gerdes,,State Farm VP Management Corp. Buda TX 610 Main St,,,Salesforce
10902547,Inactive Investor,Danielle Gleason,,"Raymond James Financial Services, Inc. Westborough MA 45 Lyman St",danielle.gleason@raymondjames.com,,Salesforce
10792349,Inactive Investor,Jason Kane,Financial Advisor,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",jason.kane@wellsfargoadvisors.com,,Salesforce
10860672,Inactive Investor,Danielle Lehman,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Dallas TX 2121 N Pearl St,danielle.lehman@jpmorgan.com,,Salesforce
11125251,Inactive Investor,Melissa Horan,,"U.S. Bancorp Investments, Inc. Saint Louis MO 11685 Gravois Rd",melissa.horan@usbank.com,,Salesforce
10954487,Inactive Investor,Francesca Silvestro,Financial Services Professional,"Osaic Wealth, Inc. Mission Viejo CA 26021 Acero",,,Salesforce
10909115,Inactive Investor,Mathew Mower,,"Commerce Brokerage Services, Inc.",mathew.mower@commercebank.com,,Salesforce
11111701,Inactive Investor,Isaac Castro,,J.P. Morgan Securities LLC Altadena CA 2333 Lake Ave,isaac.castro@jpmorgan.com,,Salesforce
11019649,Inactive Investor,Jocelyn Ortiz,,Fidelity Brokerage Services LLC Torrance CA 21701 Hawthorne Blvd,,,Salesforce
11149236,Inactive Investor,Jason Albano,Field Director,"Northwestern Mutual Investment Services, LLC Farmingdale NY 500 BI County Blvd",jason.albano@nm.com,,Salesforce
9639941,,Reid Spears,,,reid@gkff.org,,List import
11199592,Inactive Investor,Joseph Zinsel,Investment Advisor;Managing Director;Owner;Regulatory Contact,"Open Source Investments, LLC",jzinsel@opensourceinvestments.com,,Salesforce
10859693,Inactive Investor,Nathan Fulks,Managing Partner,Efficient Advisors,,,Salesforce
169407,,Matthew Stotts,,[Unknown],matthew@kano.vc,,Organic Search
10785788,Inactive Investor,Ignacio Pineros,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,ignacio.pineros@jpmorgan.com,,Salesforce
9568833,,Chad Frandson,,,chadf@tsainvest.com,,List import
9590694,,Malgorzata Kozaka,,,maggie.tracz@gmail.com,,List import
11107120,Inactive Investor,Erin Porter,,Vanguard Marketing Corporation,erin_porter@vanguard.com,,Salesforce
9568826,,Christopher Hanson,,,chanson@focusfinancial.com,,List import
11135436,Inactive Investor,Shauna Mccormick,,Goldman Sachs & Co.,,,Salesforce
11064062,Inactive Investor,Norman Landino,,PFS Investments Inc. South Easton MA 24 Norfolk Ave,norman.landino@primerica.com,,Salesforce
10862068,Inactive Investor,Michael Sicari,,"Stifel, Nicolaus & Company, Incorporated New York NY 787 7th Ave",,,Salesforce
11176242,Inactive Investor,Jonathan Guenzatti,,J.P. Morgan Securities LLC Lutz FL 16534 N Florida Ave,jonathan.guenzatti@jpmorgan.com,,Salesforce
10862199,Inactive Investor,Walter Hoffman,,"Osaic Wealth, Inc. Belcamp MD Private Residence",whoffman@osaicwealth.com,,Salesforce
11136956,Inactive Investor,Mark Hudec,Financial Advisor,United Planners' Financial Services of America A Limited Partner Schulenburg TX Private Residence,,,Salesforce
9572793,,Wyatt Sten,,,wsten@alleghenyfinancial.com,,List import
11205859,Inactive Investor,Gregory Charlebois,,"Osaic Wealth, Inc. La Verne CA 2025 Bonita Ave",,,Salesforce
10953700,Inactive Investor,Logan Black,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10788497,Inactive Investor,Daniel Larsen,Operations Manager;Principal;Senior Vice President;Wealth Advisor,Larsen Capital LLC,daniel@larsencapital.com,,Salesforce
10829298,Inactive Investor,Ferid Jusufovic,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9647926,,LILY POY,Financial Planner,Iconic Wealth Management,lily.poy@iconic-wealth.com,571-395-2391,List import
10755289,Inactive Investor,Amy Sullivan,Senior Registered Associate,Morgan Stanley Indianapolis IN 111 Monument Cir,amy.sullivan@morganstanley.com,,Salesforce
11238131,Inactive Investor,Nadeem Siddiqui,,Siguler Guff Advisers LLC,nsiddiqui@sigulerguff.com,,Salesforce
9639040,,Christo Kelly,,,christo.kelly@hsbc.com,,List import
9643563,,Carlos Rodriguez,,,crodriguez@financialengines.com,,List import
10662246,,Arielle Choyce,,,arielle@najarianfamilyoffice.com,,List Import
10810298,Inactive Investor,Brian Austin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Indianapolis IN 2900 E 96th St",brian.p.austin@ampf.com,,Salesforce
8347148,,Alexis Abric,,,alexis.abric@ice-block.net,,Web form fillout
10903267,Inactive Investor,Jonathan Hohn,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jonathan_hohn@vanguard.com,,Salesforce
10995308,Inactive Investor,Alexis Lunceford,,"Wells Fargo Clearing Services, LLC Marana AZ 12140 N Dove Mountain Blvd",,,Salesforce
11012359,Inactive Investor,Krista Power,,The O.N. Equity Sales Company Lexington KY 1029 Monarch St,,,Salesforce
11070012,Inactive Investor,Matthew Woolley,,"U.S. Bancorp Investments, Inc. Denver CO 4301 E 120th Ave",,,Salesforce
10811652,Inactive Investor,David Friedman,Financial Advisor,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",david.friedman@prudential.com,,Salesforce
10787860,Inactive Investor,Abe Pomeranc,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC New York NY 535 Madison Ave",abe.pomeranc@wellsfargoadvisors.com,,Salesforce
10827866,Inactive Investor,Stefano Stirpe,,J.P. Morgan Securities LLC Monroe NY 845 State Rte 17M,stefano.stirpe@jpmorgan.com,,Salesforce
10881714,Inactive Investor,Cynthia Arzt,,Purshe Kaplan Sterling Investments Melville NY 105 Broadhollow Rd,carzt@pksinvest.com,,Salesforce
11033822,Inactive Investor,Marc Bivona,,Vanguard Marketing Corporation,marc_bivona@vanguard.com,,Salesforce
10877242,Inactive Investor,Jason Long,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jason_long@vanguard.com,,Salesforce
10809624,Inactive Investor,William Scher,Retirement Planning Specialist,"Equitable Advisors, LLC Pikesville MD 27 Hooks Ln",william.scher@equitable.com,,Salesforce
10838782,Inactive Investor,Reginald Street,,"Kestra Investment Services, LLC Orinda CA 15 Altarinda Rd",rstreet@nfp.com,,Salesforce
214914,,Anna Levine,,[Unknown],annatione@gmail.com,,source
11143213,Inactive Investor,Nicholas Bancroft,,Citigroup Global Markets Inc.,,,Salesforce
10962535,Inactive Investor,Melody Gressick,,"Osaic Wealth, Inc. Watertown WI 104 W Main St",,,Salesforce
11092598,Inactive Investor,Stephanie Ruffo,Assistant Branch Manager;Director,"Equitable Advisors, LLC Syracuse NY 120 Madison St",stephanie.ruffo@equitable.com,,Salesforce
336456,,John Huffman,Vice Manager And Secretary,"Reliant Investment Management, Llc",jhuffman@reliantllc.com,901-843-0600,Manual List Upload
10980341,Inactive Investor,Courtney Moseley,,Vanguard Marketing Corporation,courtney_moseley@vanguard.com,,Salesforce
9617720,,Joseph Rondinelli,,,jrondinelli@frontenac.com,,List Import
10871940,Inactive Investor,Samuel Jenson,Wealth Strategy Associate,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,samuel.jenson@ubs.com,,Salesforce
11047700,Inactive Investor,John Basham,,"Ameritas Investment Company, LLC Mishawaka IN 3930 Edison Lakes Pkwy",john.basham@ameritas.com,,Salesforce
10510420,,Luis Negron,FA,Pruco Securities,luis.negron@prudential.com,,List Import
10606813,,Michael George,"Senior Wealth Manager, Wealth Manager",Watts Capital Partners LLC,mgeorge@wattscapital.com,347-967-7877,
9585941,,Barbara Mcdowell,,,bmcdowell@orgpm.com,,List import
10862056,Inactive Investor,Chantz Blackmon,Financial Advisor,Edward Jones Foley AL 22394 Miflin Rd,chantz.blackmon@edwardjones.com,,Salesforce
10876242,Inactive Investor,Gregory Hansen,Financial Advisor,LPL Financial LLC Eugene OR 54 E Howard Ave,gregory.hansen@lpl.com,,Salesforce
10646329,,Theodore Manzanares,,,ted.manzanares@prudential.com,,List Import
11242483,,Aisyah Jamil,,,jamilgomez81@gmail.com,,Web Form Fillout
231391,, -,,[[Unknown]],bakes@bakestakespodcast.com,,Organic Search
11119242,Inactive Investor,Sameer Baig,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10957106,Inactive Investor,Sandra Worsham,,"Grove Point Investments, LLC",sworsham@grovepointfinancial.com,,Salesforce
10903232,Inactive Investor,John Liechty,Founder;Principal,"Integrated Financial Planning Solutions, LLC",john@integratedfps.com,,Salesforce
351103,,Brittany Vollmar,Client Relationship Consultant,Shepherd Financial Investment Advisory Llc,bvollmar@shepherdfin.com,317-975-5033,Manual List Upload
9575482,,Francis Crusto,,,franzraf@yahoo.com,,List import
351126,,Brian Zaversnik,Vice President,Mccarthy Capital,bzaversnik@mccarthycapital.com,402-932-8600,Manual List Upload
10657821,,Joseph Laciak,,,joseph.laciak@lpl.com,,List Import
11211074,Inactive Investor,Bobby Ng,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,bobby.ng@us.hsbc.com,,Salesforce
10381952,,Andre Haskins,,,andre@mintconditioninc.net,,Web form fillout
9565004,,Julie Muroff,,,julie@blockworks.co,,List import
11168503,Inactive Investor,Christopher Dean,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,christopher.dean@fidelity.com,,Salesforce
10988492,Inactive Investor,David Aguirre,,J.P. Morgan Securities LLC New York NY 1924 3rd Ave,david.aguirre@jpmorgan.com,,Salesforce
11024965,Inactive Investor,Latisha Munson,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,lrmunson@ft.newyorklife.com,,Salesforce
10820889,Inactive Investor,Lane Wilson,Financial Advisor,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",lane.m.wilson@ampf.com,,Salesforce
11220814,,Thomas Barton,,,awiebe@wrctx.com,,List Import
10840779,Inactive Investor,Kyle Merk,Financial Advisor Associate,Morgan Stanley Cincinnati OH 7755 Montgomery Rd,,,Salesforce
10946298,Inactive Investor,Darren O'Hagan,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,darren.f.ohagan@jpmorgan.com,,Salesforce
10646599,,W Spencer,,,w.spencer@equitable.com,,List Import
10910630,Inactive Investor,Jennifer Busch,,"CUSO Financial Services, L.P. Kimberly WI 855 Eisenhower Dr",,,Salesforce
216485,,Daniel Holdridge,,[Unknown],dholdridge@savantwealth.com,,Event
11096520,Inactive Investor,Jacob Dentler,Chief Compliance Officer;Co-Chief Executive Officer;Co-Founder,Ithax Financial LLC,jacob.dentler@ithaxfinancial.com,,Salesforce
370359,,Tom Richardson,,[Unknown],twinoaks@ellijay.com,,source
11179838,Inactive Investor,Paul Dicostanzo,,Fidelity Brokerage Services LLC Wilmington DE 4001 Kennett Pike,paul.dicostanzo@fidelity.com,,Salesforce
10844044,Inactive Investor,Carl Middleton,,"Northwestern Mutual Investment Services, LLC Tacoma WA 2115 N 30th St",cw.middleton@nm.com,,Salesforce
9548532,,Brett Wentzell,,,bwentzell@massmutual.com,,List import
10997459,Inactive Investor,Jackson Smith,Financial Advisor,Edward Jones Neenah WI 130 E Bell St,jackson.smith@edwardjones.com,,Salesforce
10780305,Inactive Investor,Rennie Chan,Financial Planning Associate;Portfolio Associate;Senior Registered Associate,Morgan Stanley Los Angeles CA 10960 Wilshire Blvd,rennie.chan@morganstanley.com,,Salesforce
10767729,Inactive Investor,Donna Nestel,,"HighTower Securities, LLC",dnestel@hightoweradvisors.com,,Salesforce
9598536,,Ryan Jacob,,,rjacob@jacobam.com,,List import
9588947,,NETIE BROWN,,,nettieabrown@armyspy.com,,List import
6650568,,Md Elia,,,md5615734@gmail.com,,Web Form Fillout
10893447,Inactive Investor,Ronald Szaks,,PFS Investments Inc. Lexington KY 2401 Regency Rd,ronald.szaks@primerica.com,,Salesforce
9629942,,brian lowrance,,,brian@softwealthmanagement.com,,List import
10837475,Inactive Investor,Joseph Carpenter,,LPL Financial LLC Bellingham WA 1405 N Forest St,joseph.carpenter@lpl.com,,Salesforce
10487214,,Sheryl Dial,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",sheryl.dial@ml.com,,List Import
10919537,Inactive Investor,Tara Kobuszewski,,"Raymond James Financial Services, Inc. Syracuse NY 400 Spencer St",tara.kobuszewski@raymondjames.com,,Salesforce
11184462,Inactive Investor,Debra Pladsen,Chief Compliance Officer,"Fortress Financial Group, LLC",,,Salesforce
10777181,Inactive Investor,Edward Watson,Financial Consultant,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",edward.watson@wellsfargoadvisors.com,,Salesforce
11081619,Inactive Investor,Michael Hoskins,Financial Advisor,Edward Jones Hummelstown PA 403 E Main St,michael.hoskins@edwardjones.com,,Salesforce
9560366,,Michelle Edelman,,,michelle.edelman1@gmail.com,,List import
347523,,Ramsey Frank,Managing Partner,"Amulet Capital Partners, L.p.",rfrank@amuletcapital.com,646-561-6655,Manual List Upload
10848635,Inactive Investor,Julia Sohn,Chief Compliance Officer,"J Sohn, LLC.",,,Salesforce
10874745,Inactive Investor,Corey Heck,,"Truist Investment Services, Inc. Roanoke VA 10 Franklin Rd SE",corey.heck@truist.com,,Salesforce
11202830,Inactive Investor,Michael Stewart,Chief Compliance Officer;Senior Portfolio Manager,LK&A Investment Counsel,mike@lawrencekelly.com,,Salesforce
11184889,Inactive Investor,Michael Gobert,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",michael.gobert@ml.com,,Salesforce
10916449,Inactive Investor,Mariah Quish,Chief Compliance Officer;Managing Member;Principal,Quish,mariah@quishco.com,,Salesforce
341595,,Erik Ojala,"Executive Vice President, General Counsel & Secretary","Harbor Capital Advisors, Inc.",erik.ojala@harborfunds.com,312-443-4400,Manual List Upload
9647495,,Nika Blue,,,bluesdragonfire@gmail.com,,List import
227457,, -,,[[Unknown]],strike_it@hotmail.com,,Organic Search
10958199,Inactive Investor,Chase Naccarato,,"CUSO Financial Services, L.P. Spokane WA 9 S Washington St",,,Salesforce
11254432,Inactive Investor,Pang Lee,,UBS Financial Services Inc. Sacramento CA 1610 Arden Way,,,Salesforce
10999642,Inactive Investor,Giovanni Landa,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,giovanni.landa@jpmorgan.com,,Salesforce
10616676,,Michael Jerkatis,,,michael.jerkatis@lpl.com,,List Import
11180094,Inactive Investor,Michael Dailey,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",michael.j.dailey@ml.com,,Salesforce
11176716,Inactive Investor,Craig Slaughter,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,lisa_martin@glic.com,,Salesforce
9624714,,Kareem Kareem,,,careem.uppsala@gmail.com,,List import
11138621,Inactive Investor,Barbara Sullins,,LPL Financial LLC Dallas TX 8080 N Central Expy,barb.sullins@lpl.com,,Salesforce
10998118,Inactive Investor,Spencer Vandevusse,Financial Advisor,"VALIC Financial Advisors, Inc. Auburn Hills MI 2601 Cambridge Ct",,,Salesforce
9566931,,Tyler Frost,,,tylerf@efsadvisors.com,,List import
11129064,Inactive Investor,John Dobay,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",john.dobay@ml.com,,Salesforce
218217,,Rohit Jain,Manager,Deloitte Tax LLP,rkjain21@gmail.com,,Direct
9621679,,Geoff Posess,,,geoff.posess@gmail.com,,List import
10790074,Inactive Investor,James Wilkinson,,Goldman Sachs & Co. Boston MA 125 High St,james.wilkinson@gs.com,,Salesforce
10867524,Inactive Investor,Daniel Mitchell,,"D.M. Wealth Management, Inc.",,,Salesforce
11148884,Inactive Investor,Jamie Meronoff,Senior Vice President - Investments,"Wells Fargo Advisors Financial Network, LLC La Jolla CA 4225 Executive Sq",jamie.meronoff@wellsfargoadvisors.com,,Salesforce
10843358,Inactive Investor,Anthony Sposato,Financial Advisor,"Ameriprise Financial Services, LLC Bluffton SC Private Residence",anthony.sposato@ampf.com,,Salesforce
11134318,Inactive Investor,Daniel Da Camara Canto,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
9566346,,Stephen Braddock,,,rbraddock@argentadvisors.com,,List import
10797722,Inactive Investor,Linda Varon,Senior Client Service Associate,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,linda.varon@ubs.com,,Salesforce
11067791,Inactive Investor,Darren Suiter,Senior Lending Officer - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11180402,Inactive Investor,Keion Seastrunk,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10915722,Inactive Investor,Dominic Shea,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
224691,,franklin bacs,,[Unknown],franklinbacs@gmail.com,,source
11168069,Inactive Investor,Jose Martinez,Director - Alternative Investments;Financial Advisor,Morgan Stanley New York NY 101 Park Ave,jose.m.martinez@morganstanley.com,,Salesforce
11010190,Inactive Investor,William Knight,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10984923,Inactive Investor,Melissa Eckstrom,,State Farm VP Management Corp. Oregon WI 797 Market St,melissa.bizeau.d3u7@statefarm.com,,Salesforce
10886241,Inactive Investor,Thomas Adams,,Goldman Sachs & Co.,,,Salesforce
9616191,,Jonathan Strok,Portfolio Manager,Country Trust Bank,jonathan.strok@countryfinancial.com,,List import
7086458,,yut dara,,,ribanox922@vootin.com,,Web Form Fillout
10998408,Inactive Investor,Kyle Fitzgerald,,"CUSO Financial Services, L.P. West Valley City UT 3999 W Pkwy Blvd",,,Salesforce
11087438,Inactive Investor,Glenn Ware,Senior Financial Advisor,LPL Financial LLC West Point GA 410 W 10th St,glenn.ware@lpl.com,,Salesforce
10908110,Inactive Investor,William Wilson,,Park Avenue Securities LLC Nappanee IN 107 E Market St,william_n_wilson@glic.com,,Salesforce
11032150,Inactive Investor,Laura Montecki,,PFS Investments Inc. Hialeah FL 14411 Commerce Way,lmontecki@primerica.com,,Salesforce
10860530,Inactive Investor,Jonathan Close,Financial Advisor,Edward Jones Ames IA 208 Main St,jon.close@edwardjones.com,,Salesforce
11067720,Inactive Investor,Karen Christ,,State Farm VP Management Corp. Lebanon IL 114 Wakanda Dr,,,Salesforce
10990934,Inactive Investor,Kris-Eric Surillo,,Cetera Investment Services LLC,,,Salesforce
11019218,Inactive Investor,Conner Hobbs,,Cetera Investment Services LLC Indianapolis IN 10194 Crosspoint Blvd,,,Salesforce
10947175,Inactive Investor,Devin Moore,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9635097,,Mary COOper,,,mcooper@cas-rocny.com,,List import
10885694,Inactive Investor,Tracy Richards,Chief Compliance Officer;Director - Operations;Partner,FIDELIS iM,tracy@fidelisim.com,,Salesforce
122388,,Jaime Barretta,,LPL Financial,jaime@barrettawealth.com,,Event
10867671,Inactive Investor,Jeffrey Nieman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
348283,,Jeffrey Hughes,Member,Investor Fan,jeff@investorfan.com,425-372-7517,Manual List Upload
11131336,Inactive Investor,Nadine Oliver,Financial Advisor,"Pruco Securities, LLC. Moosic PA 30 ED Preate Dr",nadine.oliver@prudential.com,,Salesforce
11047973,Inactive Investor,Christopher Fisher,,"Avantax Investment Services, Inc. Nashua NH 1 Tara Blvd",,,Salesforce
11015668,Inactive Investor,Alexis Rivera,,State Farm VP Management Corp. Chicago IL 200 S Michigan Ave,,,Salesforce
9645450,,ERIC COBB,,,ecobb@seacrestwm.com,,List import
11199267,Inactive Investor,David Azad,Co-Chief Investment Officer,"MIO Partners, Inc. New York NY 45 Rockefeller Plz",dazad@miopartners.com,,Salesforce
11146135,Inactive Investor,Al Doss-Carter,Chief Compliance Officer;Founder;Managing Member;Managing Principal,Applied Wealth Management,jasoncarter@appliedwealthmgt.com,,Salesforce
10611594,,Roberta Nestor,Investment Advisor Representative,,roberta@nestorfinancial.com,,List Import
10816217,Inactive Investor,Elizabeth Arce,Chief Compliance Officer,"Sovran Advisors, LLC",elizabeth.espinoza@sovranpartners.com,,Salesforce
9542576,,Seutlwetse TSHEPISO,,,tshepisovsix@email.com.za,,List import
189498,,Ankitkumar Paghdal,,[Unknown],ankit.paghdal1995@gmail.com,,source
48026,,Kevin Evans,Investment Advisor Representative,"Voya Financial Advisors, Inc.",kevin.evans@voyafa.com,937-353-5482,
10657931,,Tom Slowinski,,,thomas.slowinski@chase.com,,List Import
6271186,,Cornelius ryan,,,ctr1931@gmail.comk,,Web Form Fillout
11061437,Inactive Investor,Ryan Cosgrove,,Edelman Financial Engines El Segundo CA 1960 E Grand Ave,rcosgrove@edelmanfinancialengines.com,,Salesforce
11172786,Inactive Investor,Madison Arrowood,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,madison_arrowood@vanguard.com,,Salesforce
11218599,,Sheri Pan,,,sheri.pan@lpl.com,,List Import
93936,,Raitini Maiarii,,France,mistermaya1@gmail.com,,
11186516,Inactive Investor,Manasa Motamarry,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11131952,Inactive Investor,Jodi Brush,,Founders Financial Securities LLC Oregon City OR 516 High St,,,Salesforce
10941700,Inactive Investor,Dominick Damiano,,"FBL Marketing Services, LLC Iowa Falls IA 524 Washington Ave",dominick.damiano@fbfs.com,,Salesforce
11121059,Inactive Investor,Eric Dennison,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,eric_dennison@vanguard.com,,Salesforce
11197775,Inactive Investor,Olivia Fleming,Chief Legal Officer;Partner;Regulatory Contact;Secretary,Edgewood Management LLC New York NY 535 Madison Ave,ofleming@edgewood.com,,Salesforce
11055700,Inactive Investor,Paul Rennie,Financial Representative,Park Avenue Securities LLC Addison TX 15303 Dallas Pkwy,paul_rennie@glic.com,,Salesforce
11151248,Inactive Investor,Bart Milton,Financial Advisor,Edward Jones De Pere WI 3313 Packerland Dr,bart.milton@edwardjones.com,,Salesforce
10893527,Inactive Investor,Jefferson Borner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
232617,,louis -,,louis [[Unknown]],louismistretta@optonline.net,,Content
11013865,Inactive Investor,Christian Cummins,,"Raymond James Financial Services, Inc. Fort Wayne IN 10211 Auburn Park Dr",christian.cummins@raymondjames.com,,Salesforce
10790773,Inactive Investor,Jason Kubica,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. New York NY 299 Park Ave,jason.kubica@ubs.com,,Salesforce
11068442,Inactive Investor,Natasha Johnson,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10940849,Inactive Investor,Brandon Matthews,,"Hantz Financial Services, Inc. Canton MI 44520 Michigan Ave",brandon.matthews@hantzgroup.com,,Salesforce
10963345,Inactive Investor,Majid Saber,Premier Banker,"Wells Fargo Clearing Services, LLC Oakland CA 2220 Mountain Blvd",majid.saber@wfadvisors.com,,Salesforce
10794312,Inactive Investor,Fermin Mesina,,"Osaic Institutions, Inc. Chula Vista CA 510 Broadway",,,Salesforce
10986108,Inactive Investor,William Schenck,Senior Advanced Sales Associate,MWA Financial Services Inc.,terry.schenck@modern-woodmen.org,,Salesforce
11094881,Inactive Investor,Jason Perez,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Chatham NJ 26 Main St",jason.perez@wfafinet.com,,Salesforce
11038426,Inactive Investor,Maurico Tate,,J.P. Morgan Securities LLC Lexington KY 1121 Nandino Blvd,maurico.tate@jpmorgan.com,,Salesforce
10868551,Inactive Investor,Troy Sampson,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10793038,Inactive Investor,Bradley Jenkins,Chief Executive Officer;Chief Investment Officer;President;Regulatory Contact,Jenkins Wealth,brad@jenkinswealth.com,,Salesforce
10859359,Inactive Investor,Robert Regan,Chief Compliance Officer;Financial Planner;Investment Advisor;Managing Member,"Regan Financial Group, LLC",,,Salesforce
227978,, -,,[[Unknown]],kentmarsh@live.com,,
11035485,Inactive Investor,Jay Rao,Financial Advisor,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jay.rao@jpmorgan.com,,Salesforce
10892272,Inactive Investor,Christopher Desantis,,"Stifel, Nicolaus & Company, Incorporated Newport Beach CA 520 Newport Center Dr",,,Salesforce
9543533,,Jack Kelsey,,,jack.kelsey@transamerica.com,,List import
10927968,Inactive Investor,Jackson Sutter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10953434,Inactive Investor,Amy Marshall,,"First Horizon Advisors, Inc. Kingsport TN 235 E Center St",almarshall@ftbadvisors.com,,Salesforce
11044620,Inactive Investor,Oliver Orzal,,"Equity Services, Inc. Oakland CA 6212 Rockwell St",oorzal@nationallife.com,,Salesforce
9600559,,Michael Ball,,,mike@ball-cpa.com,,List import
10957834,Inactive Investor,Hunter Hendrix,,"Ashton Thomas Securities, LLC Boston MA 53 State St",,,Salesforce
11179005,Inactive Investor,Douglas Didominica,,Commonwealth Financial Network Melville NY 445 Broadhollow Rd,ddidominica@commonwealth.com,,Salesforce
11189310,Inactive Investor,Patrick Naughton,Financial Advisor,LPL Financial LLC Waterbury CT 364 Reidville Dr,patrick.naughton@lpl.com,,Salesforce
10979051,Inactive Investor,Logan Nienhaus,Financial Advisor,"Osaic Wealth, Inc. New Holstein WI 2210 Calumet Dr",,,Salesforce
9609191,,ping zhong,,,ping.zhong@gmail.com,,List import
11162126,Inactive Investor,Matthew Soucy,,"Northwestern Mutual Investment Services, LLC Middleton MA 35 Village Rd",matt.soucy@nm.com,,Salesforce
10917181,Inactive Investor,Margaret Yamashita,,State Farm VP Management Corp. Pearl City HI 850 Kamehameha Hwy,,,Salesforce
2609759,,Adam Greenwood,,,adam@uforika.io,,
11072229,Inactive Investor,Brooke Combs,,"N.I.S. Financial Services, Inc.",,,Salesforce
201662,,Massood Atashbar,,Western Michigan university,massood.atashbar@gmail.com,2692763148,Organic Search
11153849,Inactive Investor,Elise Kausen,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 11120 E Mission Ln",elise.kausen@wellsfargoadvisors.com,,Salesforce
9638867,,Louise White,,,louise.white@ilim.com,,List import
11158528,Inactive Investor,Aaron Brickley,Financial Advisor,Brickley Wealth Management San Mateo CA 1900 OFarrell St,aaron@brickleywealth.com,,Salesforce
10960640,Inactive Investor,David Christie,,"The Leaders Group, Inc.",,,Salesforce
11078210,Inactive Investor,Joshua Dean,Financial Advisor,"Ameriprise Financial Services, LLC Waynesboro VA 42 Stoneridge Dr",joshua.dean@ampf.com,,Salesforce
10926754,Inactive Investor,Cristina Battle,,"Farmers Financial Solutions, LLC Houston TX 2909 Hillcroft St",cbattle@farmersagent.com,,Salesforce
9562174,,Byungha Jeon,,,byunghajeon@gmail.com,,List import
232451,, -,,[Unknown],elong@jamestownlp.com,,
9551544,,Jeffrey Bourke,,,jeff_bourke@americancentury.com,,List import
11142797,Inactive Investor,Min Hu,Financial Professional,"Transamerica Financial Advisors, Inc Houston TX 10700 Richmond Ave",grace.hu@tfaconnect.com,,Salesforce
11006241,Inactive Investor,Joshua Daye,,Edward Jones Hattiesburg MS 605 Corinne St,,,Salesforce
11221114,,Leo Karwejna,,,leo.karwejna@usbank.com,,List Import
11043394,Inactive Investor,James Ahlschwede,Managing Member;Owner,"Round Table Investment Strategies, LLC",,,Salesforce
11178211,Inactive Investor,Luke Schneider,,Thrivent Investment Management Inc.,lschneider@pksinvest.com,,Salesforce
10869766,Inactive Investor,Nicole Baranda,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",nicole.baranda@schwab.com,,Salesforce
10881019,Inactive Investor,Roger Aiken,Financial Representative,"Concourse Financial Group Securities, Inc. Gainesville GA Private Residence",roger.aiken@concoursefinancial.com,,Salesforce
11036722,Inactive Investor,John Bryant,Financial Advisor,Edward Jones Galax VA 104 Cranberry Rd,john.bryant@edwardjones.com,,Salesforce
11082384,Inactive Investor,Christina Beninati,,Commonwealth Financial Network Weatherford TX 1913 Martin Dr,cbeninati@commonwealth.com,,Salesforce
10955697,Inactive Investor,Vivian Chen,Managing Member;Portfolio Manager,"Marram Investment Management, LLC",vivian@marramllc.com,,Salesforce
10400376,,Brian Smedley,,,brian.smedley@cynosuregroup.com,,Web Form Fillout
11232228,Inactive Investor,Jodie Young,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 4875 N Federal Hwy",jodie.young@wellsfargo.com,,Salesforce
10772119,Inactive Investor,Georgia Bruggeman,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member,"Meridian Financial, LLC",georgia@meridianfinancial.net,,Salesforce
11194347,Inactive Investor,Stephen Neil,,State Farm VP Management Corp. Orland Park IL 11136 W 179th St,,,Salesforce
11083964,Inactive Investor,Brian Crandall,,Key Investment Services LLC Manlius NY 7670 Highbridge Rd,brian.crandall@key.com,,Salesforce
11189701,Inactive Investor,Jennifer Benink,Financial Advisor,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
11009693,Inactive Investor,Douglas Fuqua,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",,,Salesforce
11044003,Inactive Investor,Vincenzo Nardi,Financial Advisor,"Forum Financial Management, LP",vnardi@forumfin.com,,Salesforce
9648467,,Daniel Steuer,,,d.steuer@gmx.net,,List import
11260218,Inactive Investor,Corey Albright,,Fidelity Brokerage Services LLC Nanuet NY 2142 Fashion Dr,,,Salesforce
226445,,Nitin -,,[[Unknown]],nitin@b21.io,,Initial Salesforce Import
10795555,Inactive Investor,Dennis Dixon,Investment Advisor Representative,LPL Financial LLC Baton Rouge LA 115 E Greens Dr,dennis.dixon@lpl.com,,Salesforce
10884996,Inactive Investor,Karen Duvon,Financial Planner,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",karen.duvon@lfg.com,,Salesforce
10852760,Inactive Investor,Renee Pilat,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",renee.pilat@ml.com,,Salesforce
7370361,,Jose Asensio,,,jose_asensio@globalmarketingdirecto.com,,Web form fillout
11097083,Inactive Investor,John Downing,,Hinds Financial Group Inc,,,Salesforce
11177402,Inactive Investor,Cody Riggs,,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",cody.riggs@bernstein.com,,Salesforce
11158054,Inactive Investor,Matthew Indge,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11238312,Inactive Investor,Jake Sand,,Glass Jacobson,jake.sand@glassjacobsonia.com,,Salesforce
9590497,,John Daly,,,john@dalyinvestment.com,,List import
11121957,Inactive Investor,Lisa Daniel,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",lisa.daniel@ml.com,,Salesforce
90,,,,,WChandre@250ok.onmicrosoft.com,,
11009405,Inactive Investor,Kobe Thomas,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",kobe.thomas@nm.com,,Salesforce
10978784,Inactive Investor,Benjamin Booth,,The Huntington Investment Company Morgantown WV 3120 University Ave,benjamin.booth@huntington.com,,Salesforce
11199225,Inactive Investor,Jeffrey Rozenberg,Wealth Manager,J.P. Morgan Securities LLC New York NY 1230 Avenue of the Americas,jeffrey.rozenberg@jpmorgan.com,,Salesforce
9614987,,Rick Teague,,,rt@rickteague.com,,List import
10890092,Inactive Investor,Christopher Szalay,Managing Member;Portfolio Manager;President,"WiseOwl Capital, LLC Spring TX 30723 Dodson Trace Dr",cszalay@wiseowlcapllc.com,,Salesforce
10898392,Inactive Investor,Samantha Rostek,,NYLIFE Securities LLC Austin TX 6806 FM 2244 Rd,skrostek@ft.newyorklife.com,,Salesforce
11049683,Inactive Investor,Deanna Quintanilla,Managing Director - Investments,"Wells Fargo Clearing Services, LLC El Dorado Hills CA 4364 Town Center Blvd",deanna.quintanilla@wellsfargoadvisors.com,,Salesforce
11023481,Inactive Investor,Karin Lopez,Senior Vice President,Graypoint LLC,klopez@graypointllc.com,,Salesforce
208024,,Robert Driscoll,General Partner,"Loring, Wolcott & Coolidge Fiduciary Advisors, Llp",driscoll@lwcotrust.com,415-345-8185,Manual List Upload
374666,Inactive Investor,Gary Diegert,Director of Investment Strategy​​​​,RiversEdge Advisors,gary.diegert@myciowp.com,302-573-6864,Salesforce
11047217,Inactive Investor,John Den Beste,Financial Advisor - Private Wealth Management,Robert W. Baird & Co. Incorporated Sioux City IA 302 Jones St,jdenbeste@rwbaird.com,,Salesforce
10917855,Inactive Investor,Salvatore Mica,,"MML Investors Services, LLC Lisle IL 2441 Warrenville Rd",scontimica@financialguide.com,,Salesforce
9551095,,Justin Arbuckle,Senior Executive Vice President,Fisher Investments,j.arbuckle@fi.com,888-823-9566,List import
241135,Inactive Investor,Tim Fitzgerald,,NEPC,tfitzgerald@nepc.com,(617) 374-1300,Database Upload
10916604,Inactive Investor,Griselda Uzcategui,Senior Vice President;Senior Vice President - Investments,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",griselda.uzcategui@raymondjames.com,,Salesforce
11220282,,Denise D'Entremont,,,dad@indexmngr.com,,Other
11013903,Inactive Investor,Joshua Knight,,J.P. Morgan Securities LLC Columbus OH 1121 Polaris Pkwy,,,Salesforce
10810870,Inactive Investor,Scott Weber,,UBS Financial Services Inc. West Palm Beach FL 525 Okeechobee Blvd,scott.b.weber@ubs.com,,Salesforce
11070491,Inactive Investor,Timothy Mannix,,"Northwestern Mutual Investment Services, LLC Springfield MA 1 Monarch Pl",,,Salesforce
11041009,Inactive Investor,Brandon Luebcke,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",brandon.luebcke@nm.com,,Salesforce
47047,,Josheua Burns,,USAA Investment Services Company,josheua.burns@usaa.com,210-498-0226,
10847920,Inactive Investor,Richard Greer,Managing Member,"RPG Investment Advisory, LLC Pleasanton CA 349 Main St",,,Salesforce
11049679,Inactive Investor,Jeffrey Chow,Financial Advisor;First Vice President,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",jeffrey.chow@wellsfargoadvisors.com,,Salesforce
9619231,,John Indellicate,,,john.indellicate@scout-ia.com,,List import
11259873,Inactive Investor,Meghan Gallivan,Banker;Vice President,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,,,Salesforce
10784903,Inactive Investor,Nathaniel Bobeck,,"Sanford C. Bernstein & Co., LLC Seattle WA 601 Union St",nathaniel.bobeck@alliancebernstein.com,,Salesforce
11108353,Inactive Investor,Mariolia Kozubovska,Wealth Management Associate,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,,,Salesforce
11193610,Inactive Investor,Ashok Kumar Segu R,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,asegu@primerica.com,,Salesforce
10907746,Inactive Investor,Nathan Hull,,State Farm VP Management Corp. Humboldt IA 701 Sumner Ave,nathanhull@statefarm.com,,Salesforce
9589551,,Scott Horton,,,scott.horton@jpkingassociates.com,,List import
9598406,,David Henney,,,david@henneywealth.com,,List import
9575920,,Anthony Iacovelli,,,anthony.iacovelli@fidelity.com,,List import
10998660,Inactive Investor,Dwayne Daniels,,"Allstate Financial Services, LLC Dayton OH 515 Shiloh Springs Rd",eric.daniels@wslife.com,,Salesforce
11034535,Inactive Investor,Joshua Liao,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
224823,,Leo Ferro,,[Unknown],leonardo@vocs.com.br,,Direct
10773572,Inactive Investor,Gerald Fuller,,"Stifel, Nicolaus & Company, Incorporated Augusta GA 633 Berckmans Rd",jerry.fuller@stifel.com,,Salesforce
10617247,,Melinda Boline,,,melinda.s.boline@jpmorgan.com,,List Import
9607370,,Elisabeth Schwan,,,eschwan@radnorcm.com,,List import
10858669,Inactive Investor,Annie Cronin,,"Allstate Financial Services, LLC Daly City CA 333 Gellert Blvd",anniecronin@allstate.com,,Salesforce
11054997,Inactive Investor,Roger Dolan,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
10358683,,Larry Bratcher,,,l_bratcher@aol.com,,Web Form Fillout
10941094,Inactive Investor,Anvi Gandhi,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 3965 Dallas Pkwy",,,Salesforce
9602535,,Vadim Firfa,,,firfav@gmail.com,,List import
9572838,,Tahir Jaffri,,,tjaffri@financialguide.com,,List import
10613835,,James Dillon,"Financial Advisor, Senior Vice President",,james.dillon@ubs.com,,List Import
11143548,Inactive Investor,David Amar,Managing Director;Wealth Advisor,William Blair Beverly Hills CA 9701 Wilshire Blvd,damar@williamblair.com,,Salesforce
11075767,Inactive Investor,Guru Sidaarth Akila Kalyanakumar,,Oppenheimer & Co. Inc.,,,Salesforce
9568806,,Lawrence Lamonica,,,llamonica@sol-capital.com,,List import
9605455,,eric poh,,,eric.poh@pinknode.io,,List import
146152,,Robert R,,[Unknown],robert@path.one,,Event
220058,,Rita Janeiro,,[Unknown],r.janeiro@avidiabank.com,,
10814547,Inactive Investor,Wenxin Yu,Financial Advisor;Portfolio Manager,Morgan Stanley Pleasanton CA 4309 Hacienda Dr,wendy.yu@morganstanley.com,,Salesforce
188763,,Jessy Stevenson,,[Unknown],affiliateseoearnings@gmail.com,,Paid Social
10855801,Inactive Investor,Duayne Madl,Investment Advisor Representative,"Independent Financial Group, LLC Shawnee KS 10820 Shawnee Mission Pkwy",,,Salesforce
9592536,,Jeffrey Markewich,,,jeff@createclarity.com,,List import
11043437,Inactive Investor,Salo Aizenberg,Chief Compliance Officer;Manager;Managing Member;Owner,Downtown Investment Advisory West Harrison NY Private Residence,salo@downtownllc.com,,Salesforce
11018218,Inactive Investor,Forouzan Farahmand,,NYLIFE Securities LLC Beverly Hills CA 9830 Melinda Dr,ffarahmand@ft.newyorklife.com,,Salesforce
11197069,Inactive Investor,Matthew Donovan,,Citigroup Global Markets Inc.,,,Salesforce
10924379,Inactive Investor,Pamela Dix,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 1036 W Juneau Ave",pamela.dix@nm.com,,Salesforce
10603867,,Nicholas Bohnsack,"Chief Executive Officer, Director, Head - Portfolio Strategy, President","Strategas Asset Management, LLC",nbohnsack@strategasrp.com,,List Import
9588629,,Erika Beaumier,,,ebeaumier@pictet.com,,List import
11013829,Inactive Investor,Ryan Greer,,NYLIFE Securities LLC Spokane WA 601 W Riverside Ave,rgreer01@ft.newyorklife.com,,Salesforce
10946895,Inactive Investor,Elizabeth Clough,Relationship Manager,Rembert Pendleton Jackson,,,Salesforce
10773255,Inactive Investor,Rachael Doyle,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",rachael.a.doyle@ml.com,,Salesforce
10877173,Inactive Investor,Laura Longhi,Assistant Vice President;Financial Advisor,Morgan Stanley Sea Girt NJ 2150 Hwy 35,laura.sweeney@morganstanley.com,,Salesforce
10782667,Inactive Investor,Eric Funk,,Fidelity Brokerage Services LLC,eric.funk@fidelity.com,,Salesforce
10946140,Inactive Investor,Ryan Moulin,,Cetera Investment Services LLC Birmingham AL 2721 Culver Rd,,,Salesforce
11024963,Inactive Investor,Felipe Betancur Patino,Assistant Vice President,"BCI Securities, Inc.",,,Salesforce
11128082,Inactive Investor,Sean Farrell,Financial Professional,LPL Financial LLC Lowell MA 87 Hale St,s.farrell@lpl.com,,Salesforce
10867545,Inactive Investor,Roger Begin,Principal;Private Client Advisor,F L Putnam Investment Management Co. Providence RI 10 Weybosset St,rbegin@flputnam.com,,Salesforce
10933157,Inactive Investor,Anna Leon,,LPL Financial LLC Walnut Creek CA 1333 N California Blvd,anna.leon@lpl.com,,Salesforce
11028763,Inactive Investor,John Lozon,,"Allstate Financial Services, LLC San Jose CA 1341 Lincoln Ave",,,Salesforce
10824658,Inactive Investor,Shawn Senior,Senior Vice President,UBS Financial Services Inc. Mount Laurel NJ 501 Fellowship Rd,shawn.senior@ubs.com,,Salesforce
11017176,Inactive Investor,Erik Degiovanni,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
9560906,,Scott Damsky,,,sedamsky@ft.newyorklife.com,,List import
10948258,Inactive Investor,Pamela Salazar,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",pamela.salazar@ml.com,,Salesforce
10921500,Inactive Investor,Daniel Holder,Chief Compliance Officer;Chief Executive Officer,Holder Wealth Management,dan@holderwealthmgt.com,,Salesforce
10802481,Inactive Investor,Christopher Davis,Branch Manager;Financial Advisor,Morgan Stanley Virginia Beach VA 222 Central Park Ave,christopher.davis@morganstanley.com,,Salesforce
11119734,Inactive Investor,Rodney Coe,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",,,Salesforce
10842475,Inactive Investor,John Vecchio,,"Grove Point Investments, LLC Muskogee OK 419 W Broadway St",,,Salesforce
344618,,Joshua Mondschein,"Director, Corporate Solutions","Rmr Wealth Builders, Inc.",jmondschein@rmrwealth.com,201-836-2460,Manual List Upload
9644981,,Michael Garden,,,mgarden@lpl.com,,List import
11045736,Inactive Investor,David Miller,,LPL Financial LLC Lubbock TX 6402 98th St,,,Salesforce
10615790,,M Alattar,,,toby.alattar@jpmorgan.com,,List Import
11062435,Inactive Investor,Jacob Creydt,Financial Advisor;Managing Director - Wealth Management;Senior Portfolio Manager;Senior Retirement Plan Consultant;Senior Vice P,UBS Financial Services Inc. Minneapolis MN 8500 Normandale Lake Blvd,jacob.d.creydt@ubs.com,,Salesforce
10834692,Inactive Investor,Howard Tong,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",howard.tong@wellsfargoadvisors.com,,Salesforce
11102183,Inactive Investor,Leo McLaughlin,Financial Advisor,"Wells Fargo Clearing Services, LLC Mount Pleasant SC 349 W Coleman Blvd",leo.mclaughlin@wellsfargoadvisors.com,,Salesforce
10777664,Inactive Investor,Robert Wess,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",robert_wess@ml.com,,Salesforce
10784335,Inactive Investor,Derek Tibbetts,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,derek.tibbetts@fidelity.com,,Salesforce
11084227,Inactive Investor,Larry Kwiat,,Cetera Financial Specialists LLC Arlington Heights IL 825 E Golf Rd,larry.kwiat@ceterafs.com,,Salesforce
10916640,Inactive Investor,Dennis Mykytyn,Chief Compliance Officer;Chief Executive Officer,Modern Capital Group LLC,,,Salesforce
11131411,Inactive Investor,Candace Coleman,,"Osaic Wealth, Inc. Fayetteville NC 1005 Hay St",,,Salesforce
11132520,Inactive Investor,Christopher Skinner,Chief Compliance Officer;President,"Forrest Investment Management, Inc.",,,Salesforce
10763208,Inactive Investor,Cara Lennon,Senior Business Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",cara_lennon@ml.com,,Salesforce
9586172,,Raymond Murphy,,,rmurphy@oakhilladvisors.com,,List import
10889198,Inactive Investor,Yuraisy Caban,Private Client Banker;Vice President,J.P. Morgan Securities LLC Miami FL 11399 SW 40th St,yuraisy.caban@jpmorgan.com,,Salesforce
10787828,Inactive Investor,Clifton McWhorter,,"Grove Point Investments, LLC Arlington Heights IL 3208 N Salk Rd",cmcwhorter@hbeckinc.com,,Salesforce
11109398,Inactive Investor,Karen Degro,,"Herbert J. Sims & Co, Inc. Boca Raton FL 2700 N Military Trl",kdegro@hjsims.com,,Salesforce
9573059,,Matthew Lubman,,,matthew.lubman@surveyor-capital.com,,List import
11116751,Inactive Investor,Jennifer Luney,Private Wealth Advisor;Vice President,"U.S. Bancorp Investments, Inc. Frisco TX Private Residence",,,Salesforce
10817729,Inactive Investor,James Ohlinger,Regional Leader,PFS Investments Inc. Puyallup WA 12511 Meridian E,james.ohlinger@primerica.com,,Salesforce
10646680,,Christina Martinez,,,christina.martinez@tfaconnect.com,,List Import
11154263,Inactive Investor,John Kroll,Financial Advisor,"Ameriprise Financial Services, LLC Bismarck ND 125 Buckskin Ave",john.kroll@ampf.com,,Salesforce
11183251,Inactive Investor,Kimberly Mazziotti,Client Associate,"Wells Fargo Clearing Services, LLC Naples FL 9110 Strada Pl",kimberly.mazziotti@wellsfargo.com,,Salesforce
11084736,Inactive Investor,Michael Pietsch,,"Pruco Securities, LLC. Sherman Oaks CA 15303 Ventura Blvd",michael.pietsch@prudential.com,,Salesforce
10882040,Inactive Investor,Susana Romero,,"Wells Fargo Clearing Services, LLC Fort Myers FL 12140 Carissa Commerce Ct",,,Salesforce
10951748,Inactive Investor,Nicholas Angelis,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer,"Delta Financial Advisors, Inc",,,Salesforce
11176024,Inactive Investor,Charles Sailor,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11143112,Inactive Investor,Michael Watson,Financial Advisor,"MML Investors Services, LLC Hickory NC Private Residence",michaelwatson@financialguide.com,,Salesforce
11213361,Inactive Investor,William Kirksey,,Cetera Investment Services LLC Memphis TN 3577 Hacks Cross Rd,,,Salesforce
183988,,Bob Fez,,[Unknown],rfrezza@hotmail.com,,Direct
10646263,,Gary Poling,,,gary.poling@raymondjames.com,,List Import
9562730,,Mayra Gonzalez,,,mayraakabg@yahoo.com,,List import
11061065,Inactive Investor,Brian Cooke,Financial Advisor,LPL Financial LLC Capitola CA 1500 41st Ave,brianm.cooke@lpl.com,,Salesforce
10771027,Inactive Investor,Lindsay Hixon,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis MA 1545 Iyannough Rd",lindsay.m.hixon@ml.com,,Salesforce
9612487,,Robin Anderson,,,randerson@channingcapital.com,,List import
11115806,Inactive Investor,Bryan Bernard,,"Prospera Financial Services, Inc. Colleyville TX 5618 Winnie Dr",,,Salesforce
10911708,Inactive Investor,Stephan Collaro,Financial Advisor,"RMR Wealth Builders, Inc. Largo FL Private Residence",scollaro@rmrwealth.com,,Salesforce
10772694,Inactive Investor,Sandra Andrade,Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 2700 Post Oak Blvd",sandy.carrion@wellsfargoadvisors.com,,Salesforce
10855728,Inactive Investor,David Eggers,,State Farm VP Management Corp. Moorhead MN 1401 8th St S,david.eggers.gyy8@statefarm.com,,Salesforce
11079650,Inactive Investor,Darren Dwyer,Financial Advisor,Edward Jones Salem IL 521 W Main St,darren.dwyer@edwardjones.com,,Salesforce
11055606,Inactive Investor,Jennifer Lafrance,,Commonwealth Financial Network Needham Heights MA 175 Highland Ave,jlafrance@commonwealth.com,,Salesforce
10988424,Inactive Investor,Saul Balderrama,,LPL Financial LLC Gaithersburg MD 18261 Flower Hill Way,saul.balderrama@lpl.com,,Salesforce
11236833,Inactive Investor,Benjamin Hout,Investment Advisor Representative,"Horter Investment Management, LLC",bhout@him-ria.com,,Salesforce
9543510,,Colin Griffin,,,colin.griffin@thrivent.com,,List import
11201926,Inactive Investor,Wen Shi,,TradeWeb L.L.C,,,Salesforce
11085998,Inactive Investor,David Ellovich,Senior Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,david.ellovich@ubs.com,,Salesforce
10657738,,Heather Harrigan,,,heather.harrigan@morganstanley.com,,List Import
248776,,zina giwa-amu,COO,Digimatix Technologies Inc.,zina.giwa-amu@digimatix.tech,,Manual List Upload
11104854,Inactive Investor,Tyler Southard,,"Equitable Advisors, LLC Melville NY 395 N Service Rd",tyler.southard@equitable.com,,Salesforce
220819,,Andrea Pilutti,,[Unknown],andrea.pilutti@me.com,,Direct
10920319,Inactive Investor,Lawana Spratling,,PFS Investments Inc. Dallas TX 8585 N Stemmons Fwy,lawana.spratling@primerica.com,,Salesforce
11195413,Inactive Investor,Paul Hensrud,Financial Advisor,"Ameriprise Financial Services, LLC Grand Forks ND 3425 S Washington St",paul.d.hensrud@ampf.com,,Salesforce
10953156,Inactive Investor,Albert Garrett,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",albert.garrett@nm.com,,Salesforce
10950931,Inactive Investor,Andrew Simmons,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
10858197,Inactive Investor,Ronald Holliday,Investment Advisor Representative,LPL Financial LLC San Clemente CA 439 N El Camino Real,ronald.holliday@lpl.com,,Salesforce
11110963,Inactive Investor,Brett Larocque,Financial Advisor,Johnson Brunetti,blarocque@johnsonbrunetti.com,,Salesforce
10823945,Inactive Investor,Donald Adams,,"Wells Fargo Advisors Financial Network, LLC Melbourne FL 3101 Casabella Pl",donald.adams@wellsfargoadvisors.com,,Salesforce
9593749,,yu kuang ming,,,antivirus520@gmail.com,,List import
10796263,Inactive Investor,Hillary Cullen,Managing Director;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,hillary.cullen@ubs.com,,Salesforce
9572883,,Anish Patel,,,anish.patel@arosacapital.com,,List import
9641097,,Panayiotis Evangelou,,,pano.evangelou@gmail.com,,List import
10618670,,William Maniscalco,,,wmaniscalco@mesirowfinancial.com,,List import
10760877,Inactive Investor,Lawrence Catena,Managing Director;Private Wealth Advisor,Morgan Stanley Naples FL 8889 Pelican Bay Blvd,lawrence.catena@morganstanley.com,,Salesforce
9598080,,Susan Smith,,,sds@bonner-smith.com,,List import
11068598,Inactive Investor,Meg Parker,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Athens GA 272 W Hancock Ave",meg.parker@ml.com,,Salesforce
9620603,,Steven Wilkin,,,stevenwilkin@gmail.com,,List import
11210498,Inactive Investor,Brian Glass,,Fidelity Brokerage Services LLC Beaverton OR 2785 SW Cedar Hills Blvd,brian.glass@fmr.com,,Salesforce
9617715,,Roderick Wong,"Chief Investment Officer, Managing Partner",RTW Investments LP,rwong@rtwfunds.com,,List import
11023879,Inactive Investor,Daniel Kadden,Financial Advisor,Morgan Stanley New York NY 55 E 52nd St,daniel.kadden@morganstanley.com,,Salesforce
9615063,,Harvey Castro,,,harveycastro4@gmail.com,,List import
10840872,Inactive Investor,Abigail Holmes,Head - Advisory;Member;Partner,Brightside Partners,aholmes@brightsidepartnersllc.com,,Salesforce
9579689,,John Lamb,,,jlamb@voyafa.com,,List import
11054255,Inactive Investor,Kenneth Roney,,"FBL Marketing Services, LLC Indianapolis IN 225 S East St",kenneth.roney@fbfs.com,,Salesforce
11056110,Inactive Investor,Scott Blackburn,,"M Holdings Securities, Inc. Naples FL 5150 Tamiami Trl N",,,Salesforce
10890432,Inactive Investor,Traci Obermeit,,"Avantax Investment Services, Inc. Seattle WA 14973 Interurban Ave S",,,Salesforce
11129688,Inactive Investor,Matthew Megorden,Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. Honolulu HI 733 Bishop St,matthew.megorden@ubs.com,,Salesforce
11198223,Inactive Investor,Tyler Huband,Client Services;Investment Advisor Representative,"B.O.S.S. Retirement Advisors, LLC",tyler@bossretirement.com,,Salesforce
11037332,Inactive Investor,Michael Call,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 2380 Washington Blvd",michael_call@ml.com,,Salesforce
11085662,Inactive Investor,Patrick Holder,,"Raymond James & Associates, Inc. Atlanta GA 3050 Peachtree Rd NW",patrick.holder@raymondjames.com,,Salesforce
11188685,Inactive Investor,Jeffry Parker,Executive Director;Private Wealth Advisor,Morgan Stanley Houston TX 845 Texas St,,,Salesforce
224102,,John Graham,,[Unknown],gramlaw@gmail.com,,source
9641006,,mathew cyriac,,,matcyriac@gmail.com,,List import
9589571,,andrezinho501@gmail.com André De Araújo,,,andrezinho501@gmail.com,,List import
11010742,Inactive Investor,Zackery Statz,,"Northwestern Mutual Investment Services, LLC Saint Cloud MN 705 36th St S",zackery.statz@nm.com,,Salesforce
9623232,,Eric Garcia,,,eero.ag@gmail.com,,List import
11097733,Inactive Investor,Brandon Kustek,,Fidelity Brokerage Services LLC Lake Grove NY 142 New Moriches Rd,brandon.kustek@fmr.com,,Salesforce
11170925,Inactive Investor,Robert Lopez,,J.P. Morgan Securities LLC Orange TX 3109 N 16th St,,,Salesforce
9559303,,Victor Zayas,,,victor.zayas@transamerica.com,,List import
351160,,Ed Carpoletti,Managing Director,"Meridian Wealth Partners, Llc",ecarpoletti@meridianwealthpartners.com,610-272-4700,Manual List Upload
9577499,,David Cooper,,,dave.cooper@lfg.com,,List import
10948223,Inactive Investor,Kellen Lamey,Financial Advisor,D.A. Davidson & Co. Wenatchee WA 151 S Worthen St,klamey@dadco.com,,Salesforce
11143943,Inactive Investor,Ali Yavari,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 500 Newport Center Dr",ali.yavari@ml.com,,Salesforce
347712,,Elie Barzilay,General Manager,Hyposwiss Advisors Sa,elie.barzilay@mirelisadvisors.ch, -107822,Manual List Upload
9559337,,Burnell Rowe,,,rowebrn@yahoo.com,,List import
11055356,Inactive Investor,Garrett Akins,Financial Advisor,Edward Jones Waverly IA 203 E Bremer Ave,garrett.akins@edwardjones.com,,Salesforce
11177668,Inactive Investor,Erin Beable,Financial Advisor;First Vice President,Morgan Stanley Walnut Creek CA 1333 N California Blvd,erin.beable@morganstanley.com,,Salesforce
10836020,Inactive Investor,James Ostermueller,Financial Advisor,Edward Jones Columbus IN 5532 25th St,jim.ostermueller@edwardjones.com,,Salesforce
9607078,,Jordan Mallin,,,jbmallin@gmail.com,,List import
9631648,,Nick Oneill,,,oneill.nicholas@gmail.com,,List import
11023659,Inactive Investor,Gonzalo Figueroa-Ortega,,"Osaic Wealth, Inc.",,,Salesforce
11063145,Inactive Investor,Nick Bokaie,Member;Partner;Senior Vice President,Harman Rogowski & Associates,,,Salesforce
11060591,Inactive Investor,Elizabeth Watkinson,Member,Watkinson Capital Advisors LLC King of Prussia PA 1000 Continental Dr,,,Salesforce
9570995,,Brenda A,,,capturedallas@yahoo.com,,List import
9565117,,Stephen Berkeridge,,,stephen.berkeridge@hdvest.net,,List import
11125395,Inactive Investor,Cary Miller,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,cary.miller@fmr.com,,Salesforce
10815878,Inactive Investor,Lee Zeplowitz,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",lee.zeplowitz@equitable.com,,Salesforce
11185981,Inactive Investor,Louis Weitz,Registered Client Associate,"Wells Fargo Clearing Services, LLC Raleigh NC 3105 Glenwood Ave",,,Salesforce
11233197,Inactive Investor,Melissa Rosa,Personal Advisor,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,,,Salesforce
6564747,,Alan Garber,,,aigcpapa@gmail.com,9542343650,Web Form Fillout
11155700,Inactive Investor,Joseph Rivera,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,jarivera01@ft.newyorklife.com,,Salesforce
10945023,Inactive Investor,Michael Lopez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11195098,Inactive Investor,Robin Johnson,Financial Advisor;Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",robin.johnson@rbc.com,,Salesforce
11036440,Inactive Investor,Thomas Marowelli,,"Allstate Financial Services, LLC West Hills CA 24372 Vanowen St",thomasmarowelli@allstate.com,,Salesforce
11108189,Inactive Investor,William Elsesser,Financial Advisor,"Ameriprise Financial Services, LLC Fort Worth TX 5600 Clearfork Main St",william.elsesser@ampf.com,,Salesforce
10772834,Inactive Investor,Jeffrey Garner,Financial Advisor,Morgan Stanley Potomac MD 12505 Park Potomac Ave,jeffrey.garner@morganstanley.com,,Salesforce
11204381,Inactive Investor,Steven Ehase,Financial Advisor,Edward Jones Springfield MO 3021 E Cherry St,steven.ehase@edwardjones.com,,Salesforce
11150789,Inactive Investor,Dennis Ibold,,"Centaurus Financial, Inc. Chardon OH 401 South St",,,Salesforce
123191,,Thomas Hall,,"Cwm, Llc",thall@carsoninstitutional.com,910-323-2844,
10510372,,Joe Anthony,President,Gregory FCA PR & Marketing,joea@gregoryfca.com,,List Import
9556128,,Josh Goldstein,,,josh@verition.com,,List import
9629271,,Deanna Bock,,,deanna.bock@gmail.com,,List import
11209906,Inactive Investor,Marcus Ford,Financial Advisor,"Ameriprise Financial Services, LLC Gainesville FL 24 NW 33rd Ct",marcusford@ampf.com,,Salesforce
10944439,Inactive Investor,Devian Blocker,,"Truist Investment Services, Inc. Greenville SC 2 W Washington St",,,Salesforce
11234704,Inactive Investor,Scott Michael,Financial Advisor;Member,Savant Wealth Management York PA 221 W Philadelphia St,smichael@savantwealth.com,,Salesforce
10953920,Inactive Investor,Kevin Hopperton,Assistant Vice President,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",kevin.hopperton@53.com,,Salesforce
10844224,Inactive Investor,Kevin Arculeo,Financial Advisor;Investment Advisor Representative,Commonwealth Financial Network Alpharetta GA 314 Maxwell Rd,karculeo@commonwealth.com,,Salesforce
10874478,Inactive Investor,Raquel Wood,,PFS Investments Inc. Pasadena CA 40 N Altadena Dr,lynearlsha.wood@primerica.com,,Salesforce
11098114,Inactive Investor,Jackie Martin,,"The Leaders Group, Inc.",,,Salesforce
9566767,,Glenn Gregory,,,ggregory@obsidianllc.com,,List import
10791682,Inactive Investor,Von H Butterfield,Financial Advisor,Edward Jones Eureka CA 339 E St,hawley.butterfield@edwardjones.com,,Salesforce
11102260,Inactive Investor,Peter Gagne,,Commonwealth Financial Network Ludlow MA 535 East St,,,Salesforce
124175,,Ryan Pope,"Financial Services Representative, Investment Advisor Representative","Modera Wealth Management, Llc",pope.ryan@principal.com,(770) 394-5225,
9586959,,Stacy Bartling,,,s.bartling@fi.com,,List import
10972146,Inactive Investor,Ana Calderon Raisbeck,,Goldman Sachs & Co.,,,Salesforce
10646820,,Laura Howard,,,lhoward@vcm.com,,List Import
10926237,Inactive Investor,Philip Mastalski,,"Moloney Securities Co., Inc. Waterford MI 5741 Elizabeth Lake Rd",pmastalski@moseco.com,,Salesforce
102964,,Hichem Bouchouareb,,Goldbach Capital,hb@goldbachcapital.com,(417) 964-3597,
10758416,Inactive Investor,Judith Greco,,"Truist Investment Services, Inc. Brooksville FL 1 E Jefferson St",judy.greco@truist.com,,Salesforce
9552367,,Valerie Lemmon,,,valerie@ridgewoodinvestments.com,,List import
9627687,,Alan Slepian,,,alslep1126@gmail.com,,List import
10796626,Inactive Investor,Chung-Wei Wang,Senior Client Associate,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",chung-wei.wang@wellsfargoadvisors.com,,Salesforce
10774997,Inactive Investor,Mark Andrews,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",mandrews6@ml.com,,Salesforce
10943520,Inactive Investor,Nicholas Brown,Chief Compliance Officer,Comprehensive Financial Management LLC,,,Salesforce
11189731,Inactive Investor,Oscar Navarro,,"Allstate Financial Services, LLC Whittier CA 14834 Whittier Blvd",oscarnavarro@allstate.com,,Salesforce
11077115,Inactive Investor,John Greenwood,,"MML Investors Services, LLC Melville NY 324 S Service Rd",,,Salesforce
11170621,Inactive Investor,Armando Garcia,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,armando.garcia@fidelity.com,,Salesforce
11156974,Inactive Investor,Jayaram Chigurupati,Shareholder,Cypress Capital Group,jayaram.chigurupati@cypresscapitalgroup.com,,Salesforce
11130011,Inactive Investor,Marvin Baysa,,"VALIC Financial Advisors, Inc. Honolulu HI 2 Waterfront Plz",marvin.baysa@valic.com,,Salesforce
10902455,Inactive Investor,David Winward,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",david.winward@ml.com,,Salesforce
11082899,Inactive Investor,Sharon Alley,,Fidelity Brokerage Services LLC,sharon.alley@fidelity.com,,Salesforce
10764516,Inactive Investor,John Atchison,Senior Vice President - Investments,Davenport & Company LLC Virginia Beach VA 477 Viking Dr,jatchison@investdavenport.com,,Salesforce
10970458,Inactive Investor,Connor Poettmann,,Edward Jones Denver CO 1905 N Sherman St,,,Salesforce
10909052,Inactive Investor,Charles Hirling,,"Cambridge Investment Research, Inc. Metairie LA 6660 Riverside Dr",chirling@cambridgesecure.com,,Salesforce
9558639,,Martin Hayden,,,martin.hayden@fmr.com,,List import
346790,,Andy Spillum,"Partner, Chief Practice Officer","Eide Bailly Advisors, Llc",aspillum@eidebailly.com,701-476-8759,Manual List Upload
11104720,Inactive Investor,Frederick Gbassana,,"Pruco Securities, LLC. Warrington PA 2700 Kelly Rd",frederick.gbassana@prudential.com,,Salesforce
11192831,Inactive Investor,Andrew Young,Director - Corporate Client Group;Executive Director;Senior Institutional Consultant;Wealth Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,andy.young@morganstanley.com,,Salesforce
10645855,,James Nappo,,,nappoj@stifel.com,,List Import
10774222,Inactive Investor,Steven Gonzalez,,"Sanford C. Bernstein & Co., LLC Chicago IL 227 W Monroe St",,,Salesforce
9623795,,Samantha Stutman,,,samantha@chainalysis.com,,List import
11171701,Inactive Investor,Mauricio Quintero,,J.P. Morgan Securities LLC Yuma AZ 11225 S Frontage Rd,mauricio.quintero@jpmorgan.com,,Salesforce
10976887,Inactive Investor,Thomas Carroll,,Fidelity Brokerage Services LLC,,,Salesforce
10964132,Inactive Investor,Dylan Koenig,,Thrivent Investment Management Inc.,dylan.koenig@thrivent.com,,Salesforce
10951266,Inactive Investor,Jessica Rosenberg,Financial Advisor;Regulatory Contact,JDM Financial Group LLC Van Nuys CA Private Residence,jessica@jdmfinance.com,,Salesforce
10644115,,Nicole Pey,,,nicole.pey@ubs.com,,List Import
9611765,,Ari Siegel,,,arisiegel@yahoo.com,,List import
11207587,Inactive Investor,Jillian Pleakis,Executive Director - Wealth Management;Financial Advisor;Portfolio Manager;Resident Manager,Morgan Stanley Olean NY 202 W State St,jillian.perrigo@morganstanley.com,,Salesforce
11184673,Inactive Investor,Oleg Metsaev,,"MML Investors Services, LLC Arvada CO 6870 W 52nd Ave",ometsaev@financialguide.com,,Salesforce
9591434,,juan toledo,,,infotoledoenterprises@gmail.com,,List import
374407,,Hamed Ali,CEO,Dubai Financial Market,,,Salesforce
11062085,Inactive Investor,Silvia Henric,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,,,Salesforce
10943584,Inactive Investor,Harold Stephane Omporo Enouany,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10810874,Inactive Investor,Robert Donnelly,First Vice President - Investments,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",bob.donnelly@raymondjames.com,,Salesforce
10765113,Inactive Investor,Joseph Brooks,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",joseph_brooks@ml.com,,Salesforce
9597514,,Soleyman Daneshmandi,,,soltandaneshsh@gmail.com,,List import
10856897,Inactive Investor,Scott Piggush,Investment Advisor Representative,HighPoint Planning Partners Bourbonnais IL 395 William R Latham SR Dr,,,Salesforce
11078845,Inactive Investor,Michael Stagnitta,,State Farm VP Management Corp. Bay Shore NY 87 Park Ave,michael.stagnitta.rfo4@statefarm.com,,Salesforce
11117374,Inactive Investor,Christina Wilson,,NYLIFE Securities LLC Wichita KS 3411 N Webb Rd,cwilson@ft.newyorklife.com,,Salesforce
9553339,,Lawrence Greenberg,,,themail@gmail.com,,List import
10761340,Inactive Investor,Duane Ohly,Financial Advisor;Portfolio Manager;Senior Vice President,UBS Financial Services Inc. Sandusky OH 111 E Shoreline Dr,duane.ohly@ubs.com,,Salesforce
10816067,Inactive Investor,Donna Mathias,Financial Advisor,Edward Jones Mount Pleasant SC 620 Long Point Rd,donna.mathias@edwardjones.com,,Salesforce
11066196,Inactive Investor,Gregory Cahill,,"ValMark Securities, Inc. Orlando FL 801 N Orange Ave",,,Salesforce
11120412,Inactive Investor,Paul Phelps,,"Northwestern Mutual Investment Services, LLC Poughkeepsie NY 2515 South Rd",paul.phelps@nm.com,,Salesforce
10902865,Inactive Investor,Briana Harmon,,"Ameriprise Financial Services, LLC Roseville CA 3741 Douglas Blvd",briana.harmon@ampf.com,,Salesforce
9595437,,Jessica Thompson,,,jessica.thompson@carystreetpartners.com,,List import
6535047,,Robert Richardson,,,robgeorgerichardson1006@gmail.com,,Web Form Fillout
10487468,,Jennifer Hanson,"Chief Compliance Officer, Executive Vice President, Partner","L & B Realty Advisors, LLP",jhanson@lbrealty.com,,List Import
11232794,Inactive Investor,Kyle Anderson,,"Ameritas Investment Company, LLC Summerfield NC 7092 Summerfield Rd",kyle.anderson@ameritas.com,,Salesforce
225450,, -,,[[Unknown]],lanzilloraffaello@hotmail.com,,Initial Salesforce Import
10782484,Inactive Investor,Tracy Bird,Executive Director;Family Wealth Director;Financial Advisor;Portfolio Management Director,Morgan Stanley New York NY 55 E 52nd St,tracy.bird@morganstanley.com,,Salesforce
120034,,Trevor Step,,[Unknown],trevorstep@hotmail.com,,source
11199327,Inactive Investor,James Schade,Financial Professional Emeritus,"Pruco Securities, LLC. Paramus NJ 11 Sunflower Ave",james.schade@prudential.com,,Salesforce
10877423,Inactive Investor,Dylan Mcevilly,Financial Advisor,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",dylan.mcevilly@raymondjames.com,,Salesforce
10884901,Inactive Investor,Jason Cheng,,Fidelity Brokerage Services LLC Los Gatos CA 434 N Santa Cruz Ave,jason.cheng@fidelity.com,,Salesforce
10891758,Inactive Investor,Bernard Richards,Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",bernie.richards@wellsfargoadvisors.com,,Salesforce
10761249,Inactive Investor,Christian Reinecker,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",christian_reinecker@ml.com,,Salesforce
11094843,Inactive Investor,Michael Murray,,UBS Financial Services Inc.,,,Salesforce
11230933,Inactive Investor,Brian Darcy,,LPL Financial LLC Woburn MA 10 Cedar St,brian.darcy@lpl.com,,Salesforce
113296,,Daniel Phillips,,Lincoln Financial Advisors Corporation,daniel.phillips@lfg.com,216-591-2354,
10937049,Inactive Investor,Marcelo Aranibar,,Evercore Group L.L.C.,,,Salesforce
9562496,,Matthew Main,,,matthew.main@suntrust.com,,List import
11238206,Inactive Investor,Legrand Redfield,,Asset Management Group,lee@amgplanning.com,,Salesforce
10696585,Inactive Investor,Joseph Antkowiak,,Joseph M Antkowiak,,,Salesforce
11111409,Inactive Investor,Christopher Castaneda,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",chris.castaneda@schwab.com,,Salesforce
11115050,Inactive Investor,Charles Watson,Financial Advisor;Vice President,"First Horizon Advisors, Inc. Mount Juliet TN 401 S Mount Juliet Rd",crwatson@firsthorizon.com,,Salesforce
9635231,,Dale Bonn,,,dbonn@vinedahlen.com,,List import
11086408,Inactive Investor,Christopher Cooper,Private Client Banker,J.P. Morgan Securities LLC Clearwater FL 2755 Ulmerton Rd,christopher.hd.cooper@chase.com,,Salesforce
10865452,Inactive Investor,Timothy Herlihy,,LPL Financial LLC Kingston MA Private Residence,tim.herlihy@lpl.com,,Salesforce
11093420,Inactive Investor,Jonathan Chamberlain,Investment Advisor Representative,"Sunbelt Securities, Inc. Jasper TX 811 N Main St",,,Salesforce
10584771,,Milos Papan,,,milospapan@gmail.com,,Web Form Fillout
9548611,,Natalia Donaldson,,,ndonaldson@financialguide.com,,List import
9550363,,Darren Burr,,,burr.darren@principal.com,,List import
9568502,,Udit Agarwal,,,uditmo2006@gmail.com,,List import
10754705,Inactive Investor,Irvin Schorsch,Chief Compliance Officer;Chief Executive Officer;Director;Founder;President;Secretary;Treasurer,Pennsylvania Capital Management Inc.,irvin@pcmadvisors.com,,Salesforce
9546913,,Tammy Gorham,,,inquiries@tammygorham.com,,List import
11202836,Inactive Investor,Jonathan Fike,Wealth Advisor,Advisory Services Network Camden SC 1039 Broad St,,,Salesforce
11042160,Inactive Investor,George Covert,Senior Vice President;Wealth Management Banker,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",george.covert@wfadvisors.com,,Salesforce
10958698,Inactive Investor,Allison Jewett,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 655 W Broadway",,,Salesforce
10611712,,Marc Defeo,Wealth Management Advisor,,marc.defeo@tiaa.org,,List Import
10879277,Inactive Investor,Prashant Panchal,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,prashant.p@jpmorgan.com,,Salesforce
9648100,,Christopher Vanderhorst,,,email@digitalfreedom.tel,,List import
11113755,Inactive Investor,Erin Storey,,"Sanford C. Bernstein & Co., LLC San Francisco CA 555 California St",erin.storey@bernstein.com,,Salesforce
10618108,,Daniel Kravits,,,daniel.kravits@ceterainvestors.com,,List Import
9645782,,Javier Vicente Gutierrez Cortesi,,,javiergut93@gmail.com,,List import
9549992,,Benjamin Smith,,,benjamin.smith@laurioncap.com,,List import
11189805,Inactive Investor,Jeffrey Benowitz,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,jeffrey_benowitz@glic.com,,Salesforce
11219602,,Brian Gilbert,,,bgilbert@aam.us.com,,Other
10987094,Inactive Investor,James Nowicki,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
339982,,Robert Bradford,"Managing Partner, Treasurer, compliance Officer","Centerpoint Advantage, Llc",rhbradford@thecenterpointgroup.com,601-969-3456,Manual List Upload
11199210,Inactive Investor,Andrew Sanchez,,J.P. Morgan Securities LLC La Verne CA 2086 Foothill Blvd,,,Salesforce
11183308,Inactive Investor,Heather Law,,"NewEdge Securities, Inc. Staunton VA 5 Middlebrook Ave",,,Salesforce
11219175,,Nicholas Theis,,,ntheis@rwbaird.com,,Other
10973017,Inactive Investor,Deepak Gupta,,Gupta Partnership,deepak@gupta-partnership.com,,Salesforce
11194067,Inactive Investor,Matthew Duncan,Executive Director,J.P. Morgan Securities LLC Rochester NY 1 S Clinton Ave,matthew.duncan@jpmorgan.com,,Salesforce
11162106,Inactive Investor,David Massongill,Investment Advisor Representative,LPL Financial LLC Redlands CA 222 E Olive Ave,david.massongill@lpl.com,,Salesforce
11177371,Inactive Investor,Michael Patton,,Cetera Financial Specialists LLC Clarion PA 51 N 4th Ave,,,Salesforce
9624848,,Michael Bray,,,mbray825@gmail.com,,List import
10851856,Inactive Investor,Martin Brock,,Park Avenue Securities LLC Amarillo TX 3611 S Soncy Rd,martin_brock@glic.com,,Salesforce
10505154,,Tomoko Nago-Kern,Research Anayst,NOMURA RESEARCH INSTITUTE AMERICA,tomoko.nago-kern@nria.com,(212) 636-0500,List Import
10845544,Inactive Investor,Talmadge Clayton,,State Farm VP Management Corp. Winchester VA 158 Front Royal Pike,,,Salesforce
1003193,Inactive Investor,Max Minton,,Goldman Sachs,max.minton@gs.com,,3rd Party Lead Gen
10614402,,Kenneth Detz,Financial Advisor,,ken_detz@glic.com,,List Import
9579329,,John Goff,,,johngoff@risadvisory.com,,List import
10904649,Inactive Investor,Spencer Collins,,Goldman Sachs & Co. Houston TX 609 Main St,spencer.collins@gs.com,,Salesforce
11210401,Inactive Investor,Samantha Kubrick,Private Client Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,samantha.kubrick@jpmorgan.com,,Salesforce
10947940,Inactive Investor,Chris Urban,Chief Compliance Officer;Founder,Discovery Wealth Planning LLC,,,Salesforce
10876756,Inactive Investor,Andrew Keele,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10896131,Inactive Investor,Edgar Collado,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Chief Operations Officer,Tobias Financial Advisors,edgar@tobiasfinancial.com,,Salesforce
10996840,Inactive Investor,Adam Szaniszlo,,J.P. Morgan Securities LLC Cleveland OH 30950 Pinetree Rd,adam.szaniszlo@jpmorgan.com,,Salesforce
10915637,Inactive Investor,Casey Rainey,Vice President,"Raymond James & Associates, Inc. Murfreesboro TN 100 E Vine St",casey.rainey@raymondjames.com,,Salesforce
11076452,Inactive Investor,Andrew Peick,,"Osaic Wealth, Inc. Saint Paul MN 539 Bielenberg Dr",,,Salesforce
9546021,,John L Carter Jr MD.,,,carterj@windstream.net,,List import
9592219,,Gregory Bostic,,,bostech_corp@yahoo.com,,List import
11197316,Inactive Investor,Alvin Jay Deguzman,,"R. Seelaus & Co., LLC",adeguzman@rseelaus.com,,Salesforce
348158,,Frank Iozzo,President,"Fmi Financial, Ltd.",frank.iozzo@fmifinancial.com,630-645-3828,Manual List Upload
217656,,JACK TSOU,,[Unknown],tsouloujack@gmail.com,,Paid Social
349796,,John Rosenau,"Chief Operating Officer, Financial Advisor, Managing Partner, Member, Vice President",Moneco Advisors,john@monecoadvisors.com,203-319-3550,Manual List Upload
9559270,,Justin Not Provided,,,justin.friedman@dfs.ny.gov,,List import
11174618,Inactive Investor,Daniel O'Rourke,,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",,,Salesforce
10979144,Inactive Investor,Ryan Hoch,Financial Advisor,"INVST, LLC Fort Wayne IN 209 E Washington Center Rd",,,Salesforce
9639293,,Bridget Sproles,,,bsproles@cambridgeassociates.com,,List import
9559912,,Andrei Frid,,,fridandrei@gmail.com,,List import
9569227,,James Gerson,,,james.gerson@fidelity.com,,List import
11181746,Inactive Investor,Malcolm Steigerwald,Director - Alternative Investments;Financial Advisor;Financial Planning Specialist;Insurance Planning Director;Senior Portfolio,Morgan Stanley Cockeysville MD 303 International Cir,malcolm.e.steigerwald@morganstanley.com,,Salesforce
139433,,Frank Burgess,Chairman Of The Board Of Parent Company,Madison Asset Management,frankb@madisonadv.com,800-767-0300,Manual List Upload
9566899,,Ryan Rosett,,,ryan@industrialbank.us,,List import
10907877,Inactive Investor,Morgan Latta,,"FBL Marketing Services, LLC Kalispell MT 1066 N Meridian Rd",morgan.latta@fblfinancial.com,,Salesforce
10955667,Inactive Investor,Dean Aerts,,"Packerland Brokerage Services, Inc. De Pere WI Private Residence",dean_aerts@packerlandbrokerage.com,,Salesforce
10967408,Inactive Investor,Steven Vanmeter,,"Allstate Financial Services, LLC Houston TX 2000 Crawford St",stevenvanmeter@allstate.com,,Salesforce
10802195,Inactive Investor,Alan Goldberg,,Citigroup Global Markets Inc. Escondido CA 1505 E Valley Pkwy,alan.j.goldberg@citi.com,,Salesforce
11051889,Inactive Investor,Todd Carbone,Managing Partner;Senior Portfolio Manager,"Capital CS Group, LLC",todd@capitalcsgroup.com,,Salesforce
11064439,Inactive Investor,John Foreman,,"MML Investors Services, LLC Shelton CT 6 Corporate Dr",,,Salesforce
10867539,Inactive Investor,John Dady,,"Sovereign Financial Group, Inc. Hudson NY Private Residence",,,Salesforce
9580177,,Judith Harkleroad,,,lynn.harkleroad@suntrust.com,,List import
10808967,Inactive Investor,Perry Guthrie,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg VA 3 S King St",,,Salesforce
9645127,,Eric Geong,,,erichbjiang@gmail.com,,List import
11148447,Inactive Investor,Robert Herzog,,"Farmers Financial Solutions, LLC Pleasanton CA 235 Main St",rherzog@farmersagent.com,,Salesforce
11212911,Inactive Investor,Samuel Mitcho,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",samuel.mitcho@ml.com,,Salesforce
233241,, -,,[[Unknown]],mleew57@aol.com,,Organic Search
10618294,,Ajay Desai,,,ajay.desai@ubs.com,,List Import
9570025,,Mitch Thompson,,,gishimuku@yahoo.com,,List import
9567397,,Stephen Kelly,,,ksteve127@outlook.com,,List import
9544942,,Arun Shah,,,arunshah2k@gmail.com,,List import
10917179,Inactive Investor,Christina Huynh,,NYLIFE Securities LLC Fremont CA 39650 Liberty St,chuynh@ft.newyorklife.com,,Salesforce
10763193,Inactive Investor,Louis Burnley,Private Wealth Advisor,"Ameriprise Financial Services, LLC Exton PA 855 Springdale Dr",louis.t.burnley@ampf.com,,Salesforce
9631248,,Wolf Binder,,,info@wolf-polymere.com,,List import
10477612,,T Baakman,,,t.baakman@me.com,,Web Form Fillout
11067352,Inactive Investor,Michael Mazzotta,Financial Advisor;Financial Planning Specialist,Morgan Stanley Boston MA 28 State St,michael.mazzotta@morganstanley.com,,Salesforce
11051884,Inactive Investor,Cameron Bloomer,Chief Compliance Officer;Chief Executive Officer;Founder,"Bloomer Biotech Investment Advisors, LLC",cb@bloomerbiotech.com,,Salesforce
11175391,Inactive Investor,Michael McDaniel,,"Mesirow Financial, Inc.",,,Salesforce
10984660,Inactive Investor,Christopher La Cross,,J.P. Morgan Securities LLC Brownsburg IN 1073 N Green St,christopher.lacross@chase.com,,Salesforce
11238564,Inactive Investor,Toros Yeremyan,,"Brentwood Private Equity, LLC",tyeremyan@brentwood.com,,Salesforce
102752,,Andrew McArthur,,Mr,andrew@atmanagement.co.uk,4.47971E+11,Organic Search
10773580,Inactive Investor,June Koss,,"BG Worldwide Securities, Inc.",,,Salesforce
10657357,,Brian Schofield,,,bschofield@dresnerco.com,,List Import
11222143,,Stephen Blanchette,,,sblanchette@cfnmail.com,,List Import
11235702,Inactive Investor,Madison Broyles,Executive Vice President,Astra Wealth Management Group,madisonbroyles@astrawmg.com,,Salesforce
10755917,Inactive Investor,Charles Johanson,Executive Director - Wealth Management;Financial Advisor,Morgan Stanley Fresno CA 5250 N Palm Ave,brodie.johanson@morganstanley.com,,Salesforce
11199606,Inactive Investor,Joseph Koster,Chief Compliance Officer;Managing Member;Portfolio Manager,"Sorfis Investments, LLC",joe@sorfis.com,,Salesforce
206085,,Robert Ryan,"Managing Partner, Member, Principal","Resolute Financial, LLC",robert@resolutefinancial.com,978-463-8771,
9572755,,engjell Valteri,,,3ngj3llvalt3ri@gmail.com,,List import
11118605,Inactive Investor,Matt Megary,,"Wells Fargo Advisors Financial Network, LLC Alexandria VA 99 Canal Center Plz",matt.megary@wellsfargoadvisors.com,,Salesforce
10611659,,Eric Lovas,"Financial Advisor, Investment Advisor Representative",,n_lovas@hotmail.com,,List Import
9583906,,Joshua Breen,,,jbreen@btsmanagement.com,,List import
10784172,Inactive Investor,Christopher Glass,Partner;Wealth Advisor,William Blair,cglass@williamblair.com,,Salesforce
11116050,Inactive Investor,Seth Jensen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9563698,,Donald E Swanson,,,don.swanson@edwardjones.com,,List import
10494273,,Richard Wilkinson,"Financial Planner, Partner, Wealth Manager",WorthPointe,rick.wilkinson@wpwm.com,,List Import
10986288,Inactive Investor,Adam Black,Financial Advisor,Bare Wealth Advisors,adam@barewealthadvisors.com,,Salesforce
10836930,Inactive Investor,Linda Weitz-Stone,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",linda_weitz@ml.com,,Salesforce
232678,, -,,[Unknown],fabian.spindler@jamestown.de,,
11083547,Inactive Investor,Cynthia Gaynor,,J.P. Morgan Securities LLC Oceanside CA 615 College Blvd,cynthia.posey@chase.com,,Salesforce
334212,,Bruce Petrie,Managing Member,Petrie Capital Management Llc.,bruce@petriecapital.com,206-545-0600,Manual List Upload
11063513,Inactive Investor,Gayle Crow,Client Associate,UBS Financial Services Inc. Louisville KY 500 N Hurstbourne Pkwy,gayle.crow@ubs.com,,Salesforce
10878973,Inactive Investor,Janice Alverson,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",,,Salesforce
9588224,,Dinesh Jain,,,dineshjain80@gmail.com,,List import
11125813,Inactive Investor,John Jr Aguilar,,LPL Financial LLC San Diego CA 4707 Executive Dr,john.aguilar@lpl.com,,Salesforce
11198833,Inactive Investor,Genaro Poulat,Chief Risk Officer,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,genaro.poulat@citigroup.com,,Salesforce
9619507,,Sameer Bakhru,,,sameerbakhru@gmail.com,,List import
9628576,,jaewoo lee,,,jaewoolee91@gmail.com,,List import
10789310,Inactive Investor,Thomas Mueller,Financial Advisor,"Pruco Securities, LLC. Columbus IN 636 3rd St",thomas.mueller@prudential.com,,Salesforce
10816778,Inactive Investor,Jeffrey Wadsworth,,"Madison Avenue Securities, LLC Annapolis MD 65 Old Solomons Island Rd",,,Salesforce
11077621,Inactive Investor,Seth McCullough,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,seth.mccullough@fidelity.com,,Salesforce
11180654,Inactive Investor,Elane Mullins,,PFS Investments Inc. Overland Park KS 8500 W 110th St,emullins@primerica.com,,Salesforce
9589262,,D Dunn,,,foxheaddesigns@gmail.com,,List import
11170645,Inactive Investor,Mark Pancratz,,"Northwestern Mutual Investment Services, LLC Knoxville TN 800 S Gay St",mark.pancratz@nm.com,,Salesforce
9645205,,PRIMITIVO CARRANZA,,,primipasta@gmail.com,,List import
11159501,Inactive Investor,James Jesse,President,"ICONIQ Capital, LLC San Francisco CA 394 Pacific Ave",james@iconiqcapital.com,,Salesforce
11089796,Inactive Investor,Travis Ray,Chief Compliance Officer;Founder,By Design Financial Planning,,,Salesforce
10984260,Inactive Investor,Brandi Crosby,,"Charles Schwab & Co., Inc. Macon GA Private Residence",brandi.crosby@schwab.com,,Salesforce
10889535,Inactive Investor,Randy Rheault,Financial Advisor;Financial Services Representative;Investment Advisor Representative,"Principal Securities, Inc. Lake Elmo MN 8530 Eagle Point Blvd",rheault.randy@principal.com,,Salesforce
10945917,Inactive Investor,Anpu Stephens,Wealth Manager,Creative Planning Sudbury MA Private Residence,anpu.stephens@creativeplanning.com,,Salesforce
9572461,,Amanda Chan,,,amanda.chan@surveyor-capital.com,,List import
10795434,Inactive Investor,Francesca Arlia,Officer;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lynbrook NY 266 Merrick Rd",francesca_arlia@ml.com,,Salesforce
10946739,Inactive Investor,Andrew Chabot,,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",andrew.chabot@equitable.com,,Salesforce
11211014,Inactive Investor,Cara Lang,Financial Advisor,Thrivent Investment Management Inc. Minneapolis MN 701 Xenia Ave S,cara.lang@thrivent.com,,Salesforce
10800186,Inactive Investor,Ralph Contini,,Cetera Financial Specialists LLC Paramus NJ 36 Farview Ter,ralph.contini@ceterafs.com,,Salesforce
10755757,Inactive Investor,Brian Bohr,Financial Advisor,Edward Jones Spring TX 10110 Woodlands Pkwy,brian.bohr@edwardjones.com,,Salesforce
1003758,Inactive Investor,Thompson Ng,,Thompson Ng,tn2127@gmail.com,9179681070,
10783142,Inactive Investor,Ronald Orie,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Hilton Head Island SC 400 Merchant St",ronald.orie@wellsfargoadvisors.com,,Salesforce
10975371,Inactive Investor,Timothy Lohmann,,AW Securities Fulton MO 500 Market St,,,Salesforce
11105612,Inactive Investor,Maria Bustillo,,"Allstate Financial Services, LLC Irving TX 3620 W Pioneer Dr",mariabustillo@allstate.com,,Salesforce
11178636,Inactive Investor,Kimberly Higgins,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9572248,,Bernd Weisenburger,,,bernd.weisenburger@me.com,,List import
11088871,Inactive Investor,Earl Smith,Financial Professional Associate,"Pruco Securities, LLC. Canonsburg PA 1000 Noble Energy Dr",earl.smith@prudential.com,,Salesforce
9127682,,Kumaril Pant,,,kpant@apple.com,,List Import
10786835,Inactive Investor,Christopher Lopez,Investment Associate,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
10488422,,David Smith,"Advisor, Managing Director",Rockefeller Financial LLC,geren@verizon.net,,List Import
11164105,Inactive Investor,Michael Hunt,,Commonwealth Financial Network Melville NY 445 Broadhollow Rd,mhunt@commonwealth.com,,Salesforce
11167232,Inactive Investor,Michael Jones,,"Avantax Investment Services, Inc. Fallston MD 1810 Bel Air Rd",,,Salesforce
10831055,Inactive Investor,Christopher Prien,Chief Compliance Officer;Managing Director,WaterRock Wealth Management,chris@thepriengroup.com,,Salesforce
9571891,,Ian Mok,,,csmok1212@gmail.com,,List import
10905883,Inactive Investor,Adrian Magana-Morales,,State Farm VP Management Corp. Omaha NE 5413 S 72nd St,adrianmagana-morales@statefarm.com,,Salesforce
11052918,Inactive Investor,Robert Crockett,Financial Professional,"MML Investors Services, LLC Williamsport PA 1421 E 3rd St",rcrockett@financialguide.com,,Salesforce
240040,,Annie Banker,Branch Manager,Investment Management Group,abanker@stockmanbank.com,406-655-3960,Manual List Upload
10838006,Inactive Investor,Harry Couch,,"Dempsey Lord Smith, LLC Dawsonville GA 900 Old Dawson Village Rd E",,,Salesforce
10875001,Inactive Investor,Jess Carkner,,"Osaic Wealth, Inc. Ben Lomond CA Private Residence",,,Salesforce
9597649,,Crypto Pedro,,,cryptopedro@protonmail.com,,List import
352987,,Kobi Emmanuella-King,Director,Chronicles Consulting Group,kobi@chroniclesconsulting.com,,Event
374115,,test test,,[Unknown],test@test.com,,Salesforce
11196443,Inactive Investor,Joshua Moradfar,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,joshua.m.moradfar@jpmorgan.com,,Salesforce
11139344,Inactive Investor,Sherry Glatzer,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",sherry.glatzer@raymondjames.com,,Salesforce
10966054,Inactive Investor,Susan Koron,Private Banker;Vice President,"City National Securities, Inc. Beverly Hills CA 400 N Roxbury Dr",susan.koron@cnb.com,,Salesforce
9614756,,Christopher Wishnie,,,executiveloyalty@gmail.com,,List import
11205947,Inactive Investor,Dennis Hedman,,NYLIFE Securities LLC Anchorage AK 188 W Northern Lights Blvd,dhedman@ft.newyorklife.com,,Salesforce
10928365,Inactive Investor,Lori Welborn,Financial Advisor,PNC Investments Dallas TX 17218 Preston Rd,lori.welborn@pnc.com,,Salesforce
11198312,Inactive Investor,Christopher Gryzen,,"Allstate Financial Services, LLC Omaha NE 1819 N 169th Plz",cgryzen@allstate.com,,Salesforce
11050834,Inactive Investor,Freddy Palmer,,State Farm VP Management Corp. Anderson IN 1944 E 53rd St,fred.palmer.byso@statefarm.com,,Salesforce
11039446,Inactive Investor,Cesar Rivera Villegas,Financial Advisor,"Wells Fargo Clearing Services, LLC Port Isabel TX 1800 State Hwy 100",cesar.rivera2@wellsfargo.com,,Salesforce
11189194,Inactive Investor,Laurie Welsh,,J.P. Morgan Securities LLC Riverview FL 11111 Bloomingdale Ave,laurie.a.welsh@jpmorgan.com,,Salesforce
10858717,Inactive Investor,Adam Robertson,Financial Advisor,Edward Jones Schererville IN 322 US Hwy 41,adam.robertson@edwardjones.com,,Salesforce
11031860,Inactive Investor,David Browne,,"FBL Marketing Services, LLC Colby KS 550 N Franklin Ave",davidl.browne@fbfs.com,,Salesforce
10828561,Inactive Investor,Michael Kernicky,Senior Wealth Manager;Vice President - Wealth Management,Janney Montgomery Scott LLC Media PA 1400 N Providence Rd,,,Salesforce
10794844,Inactive Investor,Allison Hughes,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,allison.gillespie@fidelity.com,,Salesforce
10888318,Inactive Investor,Bernard Herrera,Relationship Manager,TD Private Client Wealth LLC,bernard.herrera@td.com,,Salesforce
10837474,Inactive Investor,Molly Nagy,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",molly.nagy@nm.com,,Salesforce
10998092,Inactive Investor,Mena Haile,,"Capacuity Securities, Inc.",,,Salesforce
9596321,,Fraser Gillies,,,frasergillies23@googlemail.com,,List import
11136076,Inactive Investor,Sarah Villalobos,,Commonwealth Financial Network Castle Rock CO 314 Wilcox St,svillalobos@commonwealth.com,,Salesforce
9590408,,Colleen Greenrod,,,cgreenrod@bluepointcapital.com,,List import
10980291,Inactive Investor,Christopher Tayeh,Associate,Thompson Creek Wealth Advisors,christopher@thompsoncreekwealth.com,,Salesforce
11027287,Inactive Investor,Ryan Hofer,Account Executive,"Horace Mann Investors, Inc. Sioux Falls SD 5010 E Rosa Parks Pl",ryan.hofer@horacemann.com,,Salesforce
10835306,Inactive Investor,Brent Woolstenhulme,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Idaho Falls ID 900 Pier View Dr",woolstenhulmeb@stifel.com,,Salesforce
233102,, -,,[[Unknown]],fbamber@gmail.com,,
11268822,,Jacob CGPT,,,jacob@chaingpt.org,,Web Form Fillout
10916785,Inactive Investor,Phil Sher,Financial Advisor;Managing Member,Sher Investment Management,,,Salesforce
10905679,Inactive Investor,Richard Madden,Regional Director;Wealth Advisor,"SeaCrest Wealth Management, LLC Louisville KY 101 N 7th St",rmadden@seacrestwm.com,,Salesforce
10904251,Inactive Investor,Shawn Baker,,LPL Financial LLC Saint Louis MO 8860 Ladue Rd,,,Salesforce
10888626,Inactive Investor,Heather Williams,Senior Investment Analyst,Pointe Capital Management LLC,heather@pointecapital.com,,Salesforce
11222053,,Ray Williams,,,kelly.williams@atlcap.com,,List Import
9546997,,Lawrence Block,,,larry@larryllc.com,,List import
11023456,Inactive Investor,Kurt Hill,,"CFD Investments, Inc. Bakersfield CA 6205 Olive Knolls Dr",kurt.hill@cfdinvestments.com,,Salesforce
11254560,Inactive Investor,Mark Lindgren,,"SunStreet Securities, LLC",mlindgren@sunstreetsecurities.com,,Salesforce
9639010,,Debbie Bottacchi,,,debbie.bottacchi@pla.co.uk,,List import
11141427,Inactive Investor,Devin King,,PFS Investments Inc. Montgomery AL 35 Carol Villa Dr,,,Salesforce
10947330,Inactive Investor,Remington Scovel,Financial Advisor,Edward Jones Tacoma WA 5005 Center St,remington.scovel@edwardjones.com,,Salesforce
11163390,Inactive Investor,Andrew Norman,,"MML Investors Services, LLC Daytona Beach FL 1673 Mason Ave",andrewnorman@financialguide.com,,Salesforce
11067178,Inactive Investor,Sherry Olson-Lusardi,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Worcester MA 10 Chestnut St,sherry.olson-lusardi@ubs.com,,Salesforce
10945937,Inactive Investor,Brent Niswander,,SECU Brokerage Services Raleigh NC 2401 Blue Ridge Rd,brent.niswander@ncsecu.org,,Salesforce
10886292,Inactive Investor,Timothy Sullivan,Financial Advisor;Investment Advisor Representative,LPL Financial LLC Ada MI 979 Spaulding Ave SE,timothy.t.sullivan@lpl.com,,Salesforce
11103449,Inactive Investor,Richard Nummi,Chief Compliance Officer;General Counsel,Accelerated Wealth Advisors LLC,richardn@acceleratedwealth.com,,Salesforce
11130220,Inactive Investor,Sandy Siff,,"Halliday Financial, LLC",ssiff@hallidayfinancial.com,,Salesforce
10821130,Inactive Investor,Joseph Salvatore,Chief Compliance Officer;Director - Research,Miller Tabak Asset Management New York NY 200 Park Ave,jsalvatore@millertabak.com,,Salesforce
3672420,,[Unknown],,,ficc@oldmissioncapital.com,,List Import
9606184,,Wahyu Iskandaria,,,wahyuiskandaria1@gmail.com,,List import
10935574,Inactive Investor,Carleton Averill,Owner,The Bottom Line Wealth Management Ltd.,,,Salesforce
223464,,Dennise Williams,Ceo,Financially focused,williamsdennise@gmail.com,,
10995154,Inactive Investor,Alex Astin,Estate Planner;Financial Advisor,Prime Capital Financial Destin FL 200 Calusa Blvd,,,Salesforce
11179845,Inactive Investor,Kimna Nicoletti,,Fidelity Brokerage Services LLC Henderson NV 27 Candlewyck Dr,kimna.nicoletti@fidelity.com,,Salesforce
10840408,Inactive Investor,Mary Raglin,,LPL Financial LLC Conroe TX Private Residence,mary.raglin@lpl.com,,Salesforce
10359171,,Heath Roberson,,,heath.roberson1@icloud.com,,Web Form Fillout
333397,,Austin Poirier,,Ballentine Partners,apoirier@ballentinepartners.com,,Manual List Upload
11238721,Inactive Investor,Sidney Finkelstein,,"RMR Wealth Builders, Inc.",sid@sidneyfinkelsteinpa.com,,Salesforce
9596996,,Luis Felipe Gutierrez,,,luisfelipegdc@gmail.com,,List import
9621612,,John Ostrander,,,johnostrander@mac.com,,List import
9604672,,Kevin Soje,,,coin@mcafan.com,,List import
10881568,Inactive Investor,Brandon Dillman,Financial Advisor,Edward Jones Roanoke TX 320 S Oak St,brandon.dillman@edwardjones.com,,Salesforce
346994,,Anthony Drake,Managing Member,"Drake & Associates, Llc",tony.drake@drakeandassociates.net,414-409-7226,Manual List Upload
11002378,Inactive Investor,Jackson Baum,Financial Advisor,LPL Financial LLC Raleigh NC 3701 Lake Boone Trl,jackson.baum@lpl.com,,Salesforce
11121023,Inactive Investor,Charissa Sokol,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",charissa.sokol@ml.com,,Salesforce
10975952,Inactive Investor,Mahesh Kharkar,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
10840450,Inactive Investor,Laura Smith,Senior Client Service Associate,"Raymond James & Associates, Inc. Medina OH 784 Medina Rd",laura.smith@raymondjames.com,,Salesforce
11128060,Inactive Investor,David Kelton,Financial Advisor,LPL Financial LLC Livonia MI 19575 Victor Pkwy,david.kelton@lpl.com,,Salesforce
11069436,Inactive Investor,Edward Sokolowski,Financial Advisor,Commonwealth Financial Network Wilbraham MA 1 Crane Park Dr,esokolowski@commonwealth.com,,Salesforce
10615773,,Nicholas Pacenti,,,nicholas.pacenti@jpmorgan.com,,List Import
10859322,Inactive Investor,Shawn Petersen,,Purshe Kaplan Sterling Investments Omaha NE 11808 Miracle Hills Dr,spetersen@pksinvest.com,,Salesforce
11210164,Inactive Investor,Aaron Immke,Financial Advisor,Edward Jones Danville IL 15 Ridgeview St,aaron.immke@edwardjones.com,,Salesforce
11183040,Inactive Investor,Donald Brown,,"U.S. Bancorp Investments, Inc. Arroyo Grande CA 1230 E Grand Ave",,,Salesforce
9630659,,Jonah Saltzman-Bravo,,,j.saltzmanbravo@gmail.com,,List import
10833957,Inactive Investor,Norman Forness,Managing Principal;Private Wealth Advisor,Forness Financial LLC,norm@fornessfinancial.com,,Salesforce
10978901,Inactive Investor,Samantha Medley,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
10837655,Inactive Investor,Vanessa Day,Branch Administrative Supervisor;Senior Client Specialist,Robert W. Baird & Co. Incorporated Rockford IL 2601 Reid Farm Rd,vday@rwbaird.com,,Salesforce
150968,,Nabeel Mohammad Malik,,[Unknown],nabeel.m.malik@gmail.com,,Paid Social
208378,,Warren Rickards,,[Unknown],warrenrickards@gmail.com,,Organic Search
9590247,,Greg Stewart,,,gstewart@wpsadv.com,,List import
9573486,,Lori Sawka,,,lsawka@massmutual.com,,List import
10824189,Inactive Investor,Michael McNamee,Financial Advisor,"Raymond James & Associates, Inc. Paramus NJ 61 S Paramus Rd",michael.mcnamee2@raymondjames.com,,Salesforce
11193097,Inactive Investor,Maxie Williams,,J.P. Morgan Securities LLC Colleyville TX 5000 Colleyville Blvd,maxie.l.williams@jpmorgan.com,,Salesforce
11140507,Inactive Investor,Elizabeth Barker,Financial Advisor,Edward Jones Lafayette Hill PA 630A Germantown Pike,liz.barker@edwardjones.com,,Salesforce
9544410,,Christina Liu,,,liulu@ont.io,,List import
9614994,,Maximilian Okrasa,,,maxi.okrasa@gmail.com,,List import
10943603,Inactive Investor,Sumeet Nijjar,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
10978212,Inactive Investor,Matthew Magee,Associate Advisor,WPWealth LLP,matt.magee@wpwealth.com,,Salesforce
9617151,,Karl Spielmann,,,kspielmann@baincapital.com,,List import
10834771,Inactive Investor,Douglas Peckumn,,D.M. Kelly & Company,dpeckumn@dmkc.com,,Salesforce
11014691,Inactive Investor,Bj Duehr,,J.P. Morgan Securities LLC Flower Mound TX 6240 Long Prairie Rd,bj.duehr@jpmorgan.com,,Salesforce
11018912,Inactive Investor,Noah Bleakley,,"MML Investors Services, LLC Wellesley Hills MA 100 William St",,,Salesforce
9591881,,Alex Westbrook,,,westbrook.alex@gmail.com,,List import
10768624,Inactive Investor,Kreg Pearless,Branch Manager;Executive Director,UBS Financial Services Inc. Beverly Hills CA 131 S Rodeo Dr,kreg.pearless@ubs.com,,Salesforce
11064316,Inactive Investor,Timothy Lilleboe,Financial Advisor;Financial Planning Specialist;Senior Vice President,Morgan Stanley East Lansing MI 2900 West Rd,timothy.lilleboe@morganstanley.com,,Salesforce
11019625,Inactive Investor,Romualdo Go,,PFS Investments Inc. Orange Park FL 2105 Park Ave,romualdo.go@primerica.com,,Salesforce
372039,,Richard Baker,,United States,rtoddbaker@gmail.com,,Salesforce
9582135,,?? ?,,,changqiuxia@gmail.com,,List import
11206845,Inactive Investor,Jason Salz,,"FBL Marketing Services, LLC",jsalz@fbfs.com,,Salesforce
351719,,Glenell Agnolutto,Para planner,Bay Point Wealth,gagnolutto@baypointwealth.com,410-626-8198,Manual List Upload
10487437,,Kevin Welch,Fiduciary Support Specialist - Retirement Plans,Level Four Advisory Services,kwelch@levelfourfinancial.com,,List Import
10995461,Inactive Investor,Matthew Jaspert,Financial Planning Analyst,"Allegheny Investments, Ltd.",mjaspert@alleghenyfinancial.com,,Salesforce
11120440,Inactive Investor,Steven Spicer,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,steven.spicer@fidelity.com,,Salesforce
9602944,,Joseph Veasey,,,joseph.veasey@clsinvest.com,,List import
9543463,,Vincenzo Moliterni,,,JIMMOLITERNI@GMAIL.COM,,List import
9621847,,Jeff Wang,,,jeff.wang.oc@gmail.com,,List import
11145161,Inactive Investor,Claudia Glynn,Complex Risk Officer;Vice President,Morgan Stanley Boca Raton FL 595 S Federal Hwy,claudia.glynn@morganstanley.com,,Salesforce
10858009,Inactive Investor,Susan Grieme,,"Horace Mann Investors, Inc. Burnsville MN 1000 E 146th St",susan.grieme@horacemann.com,,Salesforce
10954954,Inactive Investor,Melissa Merva,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10856959,Inactive Investor,Alan Beatty,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Jefferson City MO 222 Madison St",beattya@stifel.com,,Salesforce
11200359,Inactive Investor,Eric Johnston,Financial Advisor;First Vice President,Morgan Stanley Bloomfield Hills MI 40701 Woodward Ave,eric.johnston@morganstanley.com,,Salesforce
9594581,,Mary Krueger,,,mkrueger@aspiriant.com,,List import
11024959,Inactive Investor,Kelly Groettum,,"Northwestern Mutual Investment Services, LLC Saint Paul MN 1191 Northland Dr",,,Salesforce
10871397,Inactive Investor,Eric Cadwallader,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,eric.cadwallader@fidelity.com,,Salesforce
10645073,,Christina Polito Fylling,,,christina.polito@heitman.com,,List Import
11269652,,Kathe Owens,,,kathe_owens@yahoo.com,,Web Form Fillout
10966243,Inactive Investor,Gregory Durivage,Wealth Advisor,Thrivent Investment Management Inc. Waterville OH 36 N 2nd St,gregory.durivage@thrivent.com,,Salesforce
11096120,Inactive Investor,Vernard Williams,,"American Fidelity Securities, Inc. Las Vegas NV 3505 E Flamingo Rd",vernard.williams@americanfidelity.com,,Salesforce
10964956,Inactive Investor,Juan Davila Alvarez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellingham WA 4251 Meridian St",,,Salesforce
11107351,Inactive Investor,Leslie Gosule,,Aegis Capital Corp. Quincy MA Private Residence,,,Salesforce
11105853,Inactive Investor,Eduardo Caban Silva,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,eduardo.cabansilva@ubs.com,,Salesforce
353201,,Hunter Brammer,Portfolio Management Officer,Truist,hunter.brammer@truist.com,,Event
11066339,Inactive Investor,Sam Moshe,Financial Advisor;International Client Advisor;Managing Director;Senior Portfolio Manager,Morgan Stanley Miami FL 20807 Biscayne Blvd,sam.moshe@morganstanley.com,,Salesforce
10949331,Inactive Investor,Danielle Cofield,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,danielle.cofield@fidelity.com,,Salesforce
9551733,,Simon Burden,,,stburden@gmail.com,,List import
10800679,Inactive Investor,Wayne Wildrick,Financial Advisor,Edward Jones Brooklyn NY 456 5th Ave,wayne.wildrick@edwardjones.com,,Salesforce
9637083,,Trent Sheets,,,tsheets@sheetssmith.com,,List import
9553921,,Tierre Strickland,,,carbon12association@gmail.com,,List import
9577960,,Robert Richardson,,,rrmoman@hotmail.com,,List import
10612223,,Wayne Buess,Financial Advisor,,webpilot65@hotmail.com,,List Import
10891645,Inactive Investor,Tyler Bettes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11220964,,Sheila Cimini,,,scimini@onecapital.com,,List Import
10865200,Inactive Investor,Stephen Dahdah,,Cetera Financial Specialists LLC Wyckoff NJ Private Residence,stephen.dahdah@ceterafs.com,,Salesforce
10974149,Inactive Investor,Clinton Wood,,"Equity Services, Inc. Lincoln VT Private Residence",wood_tyler@nlvmail.com,,Salesforce
10880901,Inactive Investor,Jonathan Vyorst,Chief Compliance Officer;Managing Member,"Ashbay Capital, LLC New York NY 1745 Broadway",,,Salesforce
25249,, -,,[[Unknown]],clcole02ypenoo2gxgpw@kill-the-newsletter.com,,Initial Salesforce Import
10596281,Inactive Investor,James Sullivan,Investment Analyst,Colter Lewis Investment Partners,james@colterlewis.com,2039873090,Web Form Fillout
10948189,Inactive Investor,Tenisha Blair,Financial Advisor,Edward Jones Plano TX 7000 Preston Rd,tenisha.blair@edwardjones.com,,Salesforce
11006546,Inactive Investor,Ernest Musgrave,Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,,,Salesforce
11217485,,Garett Feldkamp,,,garett.feldkamp@ampf.com,,Other
11122077,Inactive Investor,John Roberts,First Vice President - Wealth Management;Senior Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 800 Green Valley Rd",john_r_roberts@ml.com,,Salesforce
9611072,,Matt Dlouhy,,,mattdlouhy1@gmail.com,,List import
11147336,Inactive Investor,David Dire,,LPL Financial LLC Austin TX 1601 Rio Grande St,david.dire@lpl.com,,Salesforce
11208211,Inactive Investor,Jake Huff,Portfolio Manager;Senior Vice President,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,jake.huff@ubs.com,,Salesforce
9643255,,Ian McAdams,,,ian.mcadams@ey.com,,List import
10979643,Inactive Investor,Amber Abney,,"Allstate Financial Services, LLC Atlanta GA 2300 Henderson Mill Rd NE",amberabney@allstate.com,,Salesforce
10836777,Inactive Investor,Julie Lopez,Senior Wealth Planner;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",julie.lopez@ml.com,,Salesforce
11138390,Inactive Investor,Marcio Larsh,Financial Advisor,"Wells Fargo Clearing Services, LLC Miami Gardens FL 19500 NW 27th Ave",marcio.larsh@wellsfargo.com,,Salesforce
11042698,Inactive Investor,George Keener,Chief Compliance Officer;Regulatory Contact;Vice President,Salem Investment Counselors Inc,,,Salesforce
11000316,Inactive Investor,Bradley Carter,,"Allstate Financial Services, LLC Rogers AR 5206 W Village Pkwy",bradleycarter@allstate.com,,Salesforce
10873193,Inactive Investor,Robert Bartenstein,,"Kestra Investment Services, LLC",robert.bartenstein@kestrafinancial.com,,Salesforce
10772547,Inactive Investor,Sally Abell,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Buffalo NY 50 Fountain Plz",sally_abell@ml.com,,Salesforce
11048512,Inactive Investor,Michael Moorhead,,"M Holdings Securities, Inc. Costa Mesa CA 3200 Park Center Dr",michael.moorhead@mfin.com,,Salesforce
11199757,Inactive Investor,Randall Stahl,Financial Advisor,Edward Jones Arnold MO 3613 Richardson Square Dr,randy.stahl@edwardjones.com,,Salesforce
10886765,Inactive Investor,Tami Jarrett-Plummer,,"Cambridge Investment Research, Inc. Houston TX 1200 Post Oak Blvd",tami.plummer@cambridgeresource.com,,Salesforce
10796855,Inactive Investor,Roger Mason,Corporate Retirement Director;Financial Advisor;Senior Vice President,Morgan Stanley Madison CT 741 Boston Post Rd,roger.mason@morganstanley.com,,Salesforce
333395,,Bo Lan,,Satovsky,bo@satovsky.com,,Manual List Upload
9600040,,Kameron Willsey,,,krwillsey@gmail.com,,List import
10875122,Inactive Investor,Matthew Perkins,Financial Advisor Associate,LPL Financial LLC Citrus Heights CA 5901 Sunrise Blvd,matt.perkins@lpl.com,,Salesforce
10922114,Inactive Investor,Katherine Wright,,&Partners Saint Louis MO 7701 Forsyth Blvd,,,Salesforce
11130742,Inactive Investor,Allie Starr,,LPL Financial LLC Fort Lauderdale FL 1000 Corporate Dr,allie.starr@lpl.com,,Salesforce
10956933,Inactive Investor,Britta Beesley,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,britta_beesley@vanguard.com,,Salesforce
11038353,Inactive Investor,Jason Millwee,,"Farmers Financial Solutions, LLC Fresno CA 6761 N Willow",jmillwee@farmersagent.com,,Salesforce
11009058,Inactive Investor,Rose Brager,Manager,Thrivent Investment Management Inc. Burnsville MN 3000 County Rd 42 W,,,Salesforce
9603637,,Loy Roberts,,,loyroberts@gmail.com,,List import
9565404,,Trevore Evans,,,trevore9726@gmail.com,,List import
11211345,Inactive Investor,Jackson Norman,,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",,,Salesforce
10961561,Inactive Investor,Erin Madonna,Financial Advisor,Edward Jones Hackettstown NJ 174 Mountain Ave,,,Salesforce
11105541,Inactive Investor,Andrew Boone,Vice President,"Raymond James & Associates, Inc. New Haven CT 265 Church St",andrew.boone@raymondjames.com,,Salesforce
11004553,Inactive Investor,Darren Ting,Investment Manager;Vice President,Farther,,,Salesforce
11170577,Inactive Investor,Nicholas Aponte,Senior Wealth Strategy Associate,UBS Financial Services Inc. Melville NY 58 S Service Rd,nicholas.aponte@ubs.com,,Salesforce
10924616,Inactive Investor,Magdalena Hurst,,"American Independent Securities Group, LLC Boise ID Private Residence",mhurst@aisgadvisor.com,,Salesforce
9604777,,Anele Sidaki,,,busisidaki@gmail.com,,List import
9613236,,Colleen Herron,,,colleen.herron@aamcompany.com,,List import
10864017,Inactive Investor,Regina Deutsch,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",,,Salesforce
9593940,,Adrian Isagholian,,,aisagholian@evokeadvisors.com,,List import
9613523,,Dillon Hoover,,,dhoover@castleark.com,,List import
10988810,Inactive Investor,Carolyn Bilton,,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",carolyn.bilton@tiaa.org,,Salesforce
11303511,Inactive Investor,William Cline,Founder & President,Arena Digital,williamc@arenadigital.capital,,Salesforce
9584004,,John Matovu,,,john.matovu4@gmail.com,,List import
10657183,,Amber Bombeck,,,amber.bombeck@lpl.com,,List Import
11084040,Inactive Investor,Peter Somich,Principal;Senior Investment Analyst,"Modera Wealth Management, LLC Boston MA 535 Boylston St",peters@moderawealth.com,,Salesforce
9548463,,Tarik Addayaf,,,tarik_201@yahoo.com,,List import
10896382,Inactive Investor,Todd Reamann,,"Principal Securities, Inc. Bismarck ND 200 E Main Ave",reamann.todd@principal.com,,Salesforce
10932914,Inactive Investor,Ashley Rushin,,"Sanctuary Securities, Inc. Raleigh NC 2710 Wycliff Rd",arushin@sanctuarywealth.com,,Salesforce
374852,,Andrea Liu,,,andre@lifamilyoffice.com,,List Import
9607840,,delphine guillaume,,,b00271156@essec.edu,,List import
11107987,Inactive Investor,Garland Rodriguez,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
352259,,Jay Gepfert,Investment Advisor,"New England Retirement Consultants, Llc",jay.gepfert@ne-rc.com,617-535-6946,Manual List Upload
11029418,Inactive Investor,Douglas Gordon,,"MML Investors Services, LLC West Hartford CT 65 Lasalle Rd",douglasgordon@financialguide.com,,Salesforce
11098283,Inactive Investor,Elbert Carroll,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,elbert.carroll@primerica.com,,Salesforce
9542306,,JAMES KOVAL,,,jaykoval@aol.com,,List import
11212948,Inactive Investor,Matthew Hauptman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",matthew.hauptman@ml.com,,Salesforce
11143349,Inactive Investor,Tyrus Lutterbein,Financial Advisor,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
10865570,Inactive Investor,Victor Moffitt,Investment Advisor,"Next Financial Group, Inc. Coventry RI 1260 Main St",victor.moffitt@nextfinancial.com,,Salesforce
10754864,Inactive Investor,Melanie Bradley,,"RBC Capital Markets, LLC Casper WY 200 S Center St",melanie.bradley@rbc.com,,Salesforce
11041251,Inactive Investor,Eric Nelson,Chief Compliance Officer;Chief Investment Strategist;Chief Operating Officer;Founder;Managing Member,"ABE Capital Management, LLC",eric@abecm.com,,Salesforce
11236107,Inactive Investor,Tessa Lucanie,,Evercore Group L.L.C.,,,Salesforce
11190206,Inactive Investor,Marlene Haddad,Managing Director;Private Client Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",marlene.k.haddad@bofa.com,,Salesforce
10786194,Inactive Investor,Karen Cameron,,"Northern Trust Securities, Inc. North Palm Beach FL 11301 US Hwy 1",cameron.karen@ntrs.com,,Salesforce
10910678,Inactive Investor,Nathaniel Cacka,,"Avantax Investment Services, Inc. Wenatchee WA 175 E Penny Rd",,,Salesforce
10907936,Inactive Investor,Dawn Lager,,J.P. Morgan Securities LLC Cincinnati OH 11745 Princeton Pike,dawn.lager@jpmorgan.com,,Salesforce
11084352,Inactive Investor,Paul Morgan,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
10057045,,Patrick Todt,,,todtpatrick55@gmail.com,,Web form fillout
10407882,,Mark Krein,,,mvkrein@gmail.com,,Web Form Fillout
374244,,Keevin Gillespie,,,keev740@yahoo.com,949-532-7103,Salesforce
10862372,Inactive Investor,Michael Donofrio,Financial Advisor,Park Avenue Securities LLC Port Chester NY 800 Westchester Ave,michael_donofrio@glic.com,,Salesforce
236541,, -,,[[Unknown]],qq1204024943@gmail.com,,
10911054,Inactive Investor,Matthew Cookson,Managing Advisor;Managing Member,"Cookson Financial, LLC",matt@cooksonfinancial.com,,Salesforce
7941847,,lifeng zhang,,,jason@ets.cc,,Web form fillout
10803752,Inactive Investor,Cheryl Kane,Senior Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver CO 200 Josephine St",cheryl_kane@ml.com,,Salesforce
9612777,,Aram Safarian,,,aram.safarian@gmail.com,,List import
10946328,Inactive Investor,Homer Garrison,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC McLean VA 1753 Pinnacle Dr",,,Salesforce
11193626,Inactive Investor,Juan Guerrero,,PFS Investments Inc. Goodyear AZ 676 N 137th Ave,jguerrero@primerica.com,,Salesforce
9627972,,James Not Provided,,,james@tigerhillpartners.com,,List import
9541188,,Randy Conner,,,rconner@churchillmanagement.com,,List import
86694,,JOHN John Cashman,,United States,john@racquetclubchicago.org,,source
226780,,Yanpeng -,,n/a,hyp.jpg@gmail.com,,Initial Salesforce Import
240937,,Paige Cranston,Events Manager,T. Rowe Price,paige.cranston@troweprice.com,,Event
41510,,Michael Richter,"Director, Senior Wealth Advisor",Mariner Wealth Advisors,patrick.richter@marinerwealthadvisors.com,513-618-3033,
10981909,Inactive Investor,Anthony Caputo,Financial Consultant;Financial Professional,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",anthony.caputo@equitable.com,,Salesforce
9609345,,RAMESH RAMRUP,,,rramrup@aol.com,,List import
11104562,Inactive Investor,Joel Rovner,,LPL Financial LLC Chicago IL 200 W Adams St,joel.rovner@lpl.com,,Salesforce
11112201,Inactive Investor,David Fedigan,,Citigroup Global Markets Inc.,,,Salesforce
10859073,Inactive Investor,James King,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Leawood KS 5251 W 116th Pl",jim.king@nm.com,,Salesforce
10863887,Inactive Investor,Linda Skinner,,Commonwealth Financial Network Lewisburg PA 129 Market St,lskinner@commonwealth.com,,Salesforce
11037228,Inactive Investor,Charles Anderson,,"The Leaders Group, Inc.",,,Salesforce
11235607,Inactive Investor,Thomas Mcleod,Financial Advisor,"Concurrent Investment Advisors, LLC Alpharetta GA 2325 Lakeview Pkwy",,,Salesforce
10776174,Inactive Investor,Kyle O'Keefe,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",kyle.okeefe@wellsfargoadvisors.com,,Salesforce
10911289,Inactive Investor,Erik Lachance,,State Farm VP Management Corp. Rochester NY 630 East Ave,eriklachance@statefarm.com,,Salesforce
4797490,,Boyang Song,,,boyang.song@natarock.com,,Web Form Fillout
10983923,Inactive Investor,Anila Mahadeo Young,Vice President,Citigroup Global Markets Inc.,,,Salesforce
11181385,Inactive Investor,Mason Belasco,,"Pruco Securities, LLC. Grand Rapids MI 3033 Orchard Vista Dr SE",mason.belasco@prudential.com,,Salesforce
11176730,Inactive Investor,Morgane Wojtowicz,Financial Advisor,Park Avenue Securities LLC Miami FL 990 Biscayne Blvd,,,Salesforce
9639513,,Scott Vargas,,,scott.vargas@ladwp.com,,List import
10756763,Inactive Investor,Austin Ciccati,Shareholder,"Calton & Associates, Inc.",,,Salesforce
10964302,Inactive Investor,Krystal McGlamery,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,krystal.mcglamery@fidelity.com,,Salesforce
10770273,Inactive Investor,Bryce McConnell,Financial Advisor;First Vice President,Morgan Stanley San Rafael CA 1101 5th Ave,bryce.mcconnell@morganstanley.com,,Salesforce
10789633,Inactive Investor,Jacob Pancratz,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,jacob.a.pancratz@jpmorgan.com,,Salesforce
11011074,Inactive Investor,Anjele Demirdjian,,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",anjele.demirdjian@prudential.com,,Salesforce
10951360,Inactive Investor,Nicholas Zahos,Financial Consultant,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",nicholas.zahos@equitable.com,,Salesforce
11187620,Inactive Investor,Jennifer Kwock-Lau,Private Wealth Advisor,"Ameriprise Financial Services, LLC Walnut Creek CA 200 Pringle Ave",jennifer.s.kwocklau@ampf.com,,Salesforce
11163795,Inactive Investor,Megan Mcgeorge,,Fidelity Brokerage Services LLC,,,Salesforce
11030907,Inactive Investor,Carlos Garcia Ortiz,,J.P. Morgan Securities LLC Naples FL 8843 Immokalee Rd,carlos.garcia-ortiz@jpmorgan.com,,Salesforce
11165994,Inactive Investor,Tawanna Scotland,,PFS Investments Inc. Huntersville NC 9820 Northcross Center Ct,tawanna.scotland@primerica.com,,Salesforce
9627941,,Joseph D'Anna,,,joseph.l.danna@gmail.com,,List import
11130711,Inactive Investor,Aaron Kaiser,Financial Advisor,LPL Financial LLC Jacksonville FL Private Residence,aaron.kaiser@lpl.com,,Salesforce
10971209,Inactive Investor,Nicholas Sokolowski,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",nicholas.sokolowski@gwrs.com,,Salesforce
11041201,Inactive Investor,Victor Flores,Managing Member;Managing Partner,"Snowwater Investment Partners, LLC",,,Salesforce
10944562,Inactive Investor,Mark Sadek,,LPL Financial LLC San Diego CA 4707 Executive Dr,mark.sadek@lpl.com,,Salesforce
239209,,John Montgomery,,[Unknown],johnm9860@gmail.com,,Direct
11005426,Inactive Investor,Elise Falk,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",elise.mannebach@nm.com,,Salesforce
11008346,Inactive Investor,Jason Kuhn,,"Northwestern Mutual Investment Services, LLC Englewood CO 304 Inverness Way S",,,Salesforce
73099,,Ashley Thompson Maccarthy,Chief Executive Officer,Obsidian Achernar Ltd,atm@oamarkets.com,,
10777801,Inactive Investor,Kishor Lakshminarayan,,J.P. Morgan Securities LLC Dallas TX 8111 Preston Rd,kishor.ryan.lak@jpmorgan.com,,Salesforce
9573986,,Walter Teng,,,walter.teng@fundstrat.com,,List import
225895,, -,,[[Unknown]],seanmeverett@gmail.com,,Initial Salesforce Import
11165197,Inactive Investor,Rusty Acheson,,LPL Financial LLC Allen TX 900 W Bethany Dr,rusty.acheson@lpl.com,,Salesforce
9639221,,Harmish Naik,,,hnaik@tacitacapital.com,,List import
11083906,Inactive Investor,Charles Edmonds,,"MML Investors Services, LLC Kennett Square PA 699 Unionville Rd",credmonds@financialguide.com,,Salesforce
11076426,Inactive Investor,Mohammed Rahman,,"MML Investors Services, LLC Brooklyn NY 122 Ashland Pl",jrahman@financialguide.com,,Salesforce
10756018,Inactive Investor,Dwight Bogenrief,Senior Wealth Advisor,LPL Financial LLC Reno NV 1181 Steamboat Pkwy,,,Salesforce
11150493,Inactive Investor,James Shoemaker,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
10657024,,Edwin Contreras,,,edwin.contreras@chase.com,,List Import
345479,,Sameera Gadiyaram,Senior Associate,Jlc Infrastructure,sgadiyaram@jlcinfra.com,212-701-8715,Manual List Upload
10799938,Inactive Investor,Joshua Johnson,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",clay.johnson@ml.com,,Salesforce
10851992,Inactive Investor,Nathaniel Klitzing,Chief Compliance Officer;Chief Executive Officer;Managing Member;Principal,"Cambridge Capital Management, LLC",nklitzing@camcapmgt.com,,Salesforce
9647992,,John Gialamas,,,jgialamas@yahoo.com,,List import
233279,, -,,[[Unknown]],rgkipping@gmail.com,,
11087094,Inactive Investor,Scott Viano,Private Client Advisor,J.P. Morgan Securities LLC Youngstown OH 380 Boardman Canfield Rd,scott.viano@jpmorgan.com,,Salesforce
11005084,Inactive Investor,Tyler Baugh,Service Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,tyler.baugh@morganstanley.com,,Salesforce
11035857,Inactive Investor,Kevin Otskey,,LPL Financial LLC Nutley NJ 363 Centre St,kevin.otskey@lpl.com,,Salesforce
10902977,Inactive Investor,David Pauole,Client Service Associate,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
10913371,Inactive Investor,Craig Munson,Financial Advisor,LPL Financial LLC Fernandina Beach FL Private Residence,craig.munson.iv@lpl.com,,Salesforce
10980057,Inactive Investor,Jaime Garcia,,J.P. Morgan Securities LLC Rockwall TX 2994 Horizon Rd,jaime.garcia@jpmorgan.com,,Salesforce
11021383,Inactive Investor,Roy Martin,,&Partners Virginia Beach VA 277 Bendix Rd,roy.martin@andpartners.com,,Salesforce
10985936,Inactive Investor,Matthew Turnbell,,J.P. Morgan Securities LLC Park Ridge IL 500 Busse Hwy,matthew.j.turnbell@chase.com,,Salesforce
9621233,,Ben Ten,,,tacoma2500@outlook.com,,List import
10968350,Inactive Investor,Jamie Wedow,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9547723,,Pourya Hajibigloo,,,lordoflight143@gmail.com,,List import
11218409,,Shawn Hellmann,,,shawn.hellmann@edwardjones.com,,List Import
11056166,Inactive Investor,Brenda Roux,Financial Advisor,Thrivent Investment Management Inc. Elk River MN 12580 192nd Court NW,brenda.roux@thrivent.com,,Salesforce
194924,,rahul khatib,,[Unknown],rahulk@shaw.ca,,source
10810423,Inactive Investor,Jane Lordeman,,Cetera Advisor Networks LLC Gettysburg PA Private Residence,,,Salesforce
9568266,,Scott Haeffner,,,scott.haeffner@cambridgesecure.com,,List import
11143141,Inactive Investor,Tracy Poon Tip,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",tracy.poon_tip@ml.com,,Salesforce
11056399,Inactive Investor,Tony Lei,,PFS Investments Inc. Roseville CA 1200 Melody Ln,tlei@primerica.com,,Salesforce
10931372,Inactive Investor,Grace Kvantas,Financial Advisor;Principal,Financial Symmetry Inc.,gkvantas@financialsymmetry.com,,Salesforce
11109103,Inactive Investor,Theodore Ronell,,PFS Investments Inc. Fresno CA 4991 E McKinley Ave,tronell@primerica.com,,Salesforce
10612420,,Neal Siena,Financial Advisor,,neal.siena@ampf.com,,List Import
11042277,Inactive Investor,Nicholas Crippen,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",nicholas.crippen@ml.com,,Salesforce
11076297,Inactive Investor,Shaofeng Song,,Thornburg Securities Corporation,ssong@thornburg.com,,Salesforce
10784139,Inactive Investor,Michael Renuart,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Daytona Beach FL 1025 W International Speedway Blvd",michael.renuart@ml.com,,Salesforce
11234361,Inactive Investor,Jessica D'Oleo,,Morgan Stanley,,,Salesforce
11020828,Inactive Investor,Stephen Truett,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11132569,Inactive Investor,Christopher Redmon,Office Manager;President,Sorensen Financial Management,,,Salesforce
10868464,Inactive Investor,Lorraine Siller,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",lorraine.siller@tfaconnect.com,,Salesforce
11202006,Inactive Investor,Stuart Vaughn,Financial Planner,DaVinci Financial Designs,stuart.vaughn@dav-fd.com,,Salesforce
9603990,,ZACH ALLEN,,,zallen@pwpartners.com,,List import
11231993,Inactive Investor,Nicholas Cehelsky,,Fidelity Brokerage Services LLC,,,Salesforce
10916724,Inactive Investor,Corey Bach,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
9603097,,Ankit Agarwal,,,ankit4uall@gmail.com,,List import
338827,,Kristin Baran,Vice President,"Glouston Capital Partners, Llc",kbaran@glouston.com,617-587-5300,Manual List Upload
9552185,,James Wolfe,,,class135@yahoo.com,,List import
11130489,Inactive Investor,Mason Alexander,Financial Professional,"Osaic Wealth, Inc. Cincinnati OH 212 E 3rd St",,,Salesforce
9580196,,Brandon B,,,business2inc@gmail.com,,List import
9585628,,Sonam Khangsar,,,khangsar9050@gmail.com,,List import
11090449,Inactive Investor,Ted Cox,,"CNR Securities, LLC",egc@rochdale.com,,Salesforce
10819279,Inactive Investor,Adam Taylor,Investment Executive,"Fifth Third Securities, Inc. Carmel IN 205 E Carmel Dr",,,Salesforce
10892807,Inactive Investor,Gary Jones,Private Client Advisor,J.P. Morgan Securities LLC Austin TX 15004 Avery Ranch Blvd,gary.l.jones@jpmorgan.com,,Salesforce
10871726,Inactive Investor,Dennis Martin,Financial Advisor,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,dmartin@gwnsecurities.com,,Salesforce
10928990,Inactive Investor,William Andrews,Financial Services Consultant,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",william.andrews@tiaa.org,,Salesforce
11208129,Inactive Investor,Ramona Santos,,Integrated Wealth Concepts LLC Marlton NJ 102 Centre Blvd,,,Salesforce
11200457,Inactive Investor,Pedro Chomnalez,Partner;Principal;Regulatory Contact,"CH Global Capital Management, LLC New York NY 430 Park Ave",,,Salesforce
10755588,Inactive Investor,Tammie Standford,Registered Client Associate,"RBC Capital Markets, LLC Lemoyne PA 635 N 12th St",tammie.standford@rbc.com,,Salesforce
104012,,Gregory Gent,,Self,greg.gent@juno.com,(972) 633-8983,Organic Search
10812200,Inactive Investor,Robert Null,,"Truist Investment Services, Inc.",alex.null@truist.com,,Salesforce
9566093,,David Fisher,,,david.fisher@benjaminfedwards.com,,List import
10943320,Inactive Investor,Brian Mocogni,Chief Investment Officer;Partner,All That Matters Financial Services LLP,,,Salesforce
10942360,Inactive Investor,Thomas Klinikowski,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10763894,Inactive Investor,Alessandro Tronco,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",alex.tronco@nm.com,,Salesforce
9610039,,juan carvajal,,,jfcarvajal@statestreet.com,,List import
349305,,Noland Langford,Managing Member,"Left Brain Wealth Management, Llc",nolandl@leftbrainwm.com,630-517-9300,Manual List Upload
10951815,Inactive Investor,Adam Lipton,Senior Wealth Advisor;Shareholder,"Truepoint, Inc.",a.lipton@truepointwealth.com,,Salesforce
10858720,Inactive Investor,Cheryl Schofield,,"Allstate Financial Services, LLC Willoughby OH 36625 Vine St",cherylschofield@allstate.com,,Salesforce
9554173,,Elizabeth Strydom,,,profile.lynette@gmail.com,,List import
10757359,Inactive Investor,Linda Barriger,,"Prospera Financial Services, Inc. Monticello NY 196 Bridgeville Rd",,,Salesforce
9629418,,Rocco Addante,,,roccoaddante@gmail.com,,List import
10658741,,Matthew Quinlan,,,matt.quinlan@schwab.com,,List Import
11061713,Inactive Investor,David Elhoff,,"Independent Financial Group, LLC Surprise AZ Private Residence",,,Salesforce
11089081,Inactive Investor,Thomas Rindahl,Financial Advisor,PFG Advisors Scottsdale AZ 8201 E McDowell Rd,,,Salesforce
11173362,Inactive Investor,John Roth,International Wealth Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",john.roth@ml.com,,Salesforce
9628660,,Michael Coppola,,,coppola.m@gmail.com,,List import
10998602,Inactive Investor,Teresa Loll,,Cetera Advisors LLC Akron OH 123 S Miller Rd,teresa.loll@ceteraadvisors.com,,Salesforce
10936870,Inactive Investor,Jordan Bathen,,United Planners' Financial Services of America A Limited Partner Independence IA 231 1st St E,jbbathen@unitedplanners.com,,Salesforce
11208089,Inactive Investor,Jamie Drageset,,"Farmers Financial Solutions, LLC Aberdeen SD 521 S Boyd St",jdrageset@farmersagent.com,,Salesforce
9646525,,Munish Sehgal,,,munishiitr@gmail.com,,List import
11044140,Inactive Investor,Katrina Berube,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,katrina.l.berube@jpmorgan.com,,Salesforce
11197434,Inactive Investor,Regina Wright,,"Sanford C. Bernstein & Co., LLC Philadelphia PA 1735 Market St",regina.wright@bernstein.com,,Salesforce
11154738,Inactive Investor,Teresa Anderson,,"Osaic Wealth, Inc. Scottsdale AZ 8765 E Bell Rd",,,Salesforce
10619987,,Adam Liebman,,,aliebman@wintrustwealth.com,,List Import
10797606,Inactive Investor,Bradley Dobin,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",bradley.dobin@ml.com,,Salesforce
9546249,,German Sosa,,,gskgoskk@gmail.com,,List import
10838469,Inactive Investor,Scott Bryant,,State Farm VP Management Corp. Clarksville TN 1810 Madison St,scott.bryant.c0w2@statefarm.com,,Salesforce
11147389,Inactive Investor,Michael Hewitt,Preferred Relationship Manager,"Fifth Third Securities, Inc. Fort Thomas KY 131 N Fort Thomas Ave",michael.hewitt@53.com,,Salesforce
11024079,Inactive Investor,Camela Bevil,,PFS Investments Inc. Houston TX 738 Hwy 6 S,cbevil@primerica.com,,Salesforce
10964484,Inactive Investor,Warren Brooks,,Morgan Stanley Kirkland WA 4000 Carillon Pt,,,Salesforce
10944326,Inactive Investor,Prashant Patel,Financial Advisor,"Wells Fargo Clearing Services, LLC Fresno CA 5642 E Kings Canyon Rd",prashant.k.patel@wellsfargoadvisors.com,,Salesforce
231968,, -,,[[Unknown]],theocavagna@gmail.com,,
11099214,Inactive Investor,Dennis Connor,Chief Compliance Officer;President;Senior Advisor;Vice President,Cornerstone Asset Management Winchester VA 116 S Stewart St,,,Salesforce
11175490,Inactive Investor,Lisa Layne,Client Service Associate;Financial Planning Analyst,"Ameriprise Financial Services, LLC Charleston SC 40 Calhoun St",lisa.layne@ampf.com,,Salesforce
230,,,,,fredbrown@250ok.co,,
10859325,Inactive Investor,John Brady,,"Triumph Wealth Advisors, Inc. Frisco TX Private Residence",,,Salesforce
11074520,Inactive Investor,Thomas Smith,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC San Diego CA 655 W Broadway",tommy.smith@nm.com,,Salesforce
10825126,Inactive Investor,Jeffrey Carr,Financial Advisor;Senior Vice President,Morgan Stanley Fort Lauderdale FL 350 E Las Olas Blvd,jeffrey.carr@morganstanley.com,,Salesforce
11086417,Inactive Investor,Ryan Lehuta,,J.P. Morgan Securities LLC Uniontown OH 1721 Boettler Rd,ryan.j.lehuta@jpmorgan.com,,Salesforce
10579781,,Dave Assell,,,dave@capitalapartnersllc.com,,Web Form Fillout
10647047,,William Hayward,,,bill.hayward@voya.com,,List Import
10975753,Inactive Investor,Nathan Mckelvey,,NYLIFE Securities LLC Tucson AZ 1 S Church Ave,nmmckelvy@ft.newyorklife.com,,Salesforce
10974570,Inactive Investor,Paul Alusick,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
346472,,Matthew Ebzery,Managing Member,"Cypress Capital Management, Llc",matt@cypressmgmt.com,307-674-1770,Manual List Upload
185699,,Thad Bisselle,,Liberty Wealth Management,thad@libertywm.com,,
10871367,Inactive Investor,Keith Lea,,Prime Capital Financial Fayetteville AR 3790 N Bellafont Blvd,klea@pciawealth.com,,Salesforce
10754278,Inactive Investor,Brent Hann,Financial Consultant - Wealth Management,"Wells Fargo Clearing Services, LLC Davidson NC 130 Harbour Place Dr",brent.a.hann@wellsfargoadvisors.com,,Salesforce
11156347,Inactive Investor,Bryan Blackburn,Financial Advisor;Senior Vice President,Morgan Stanley Opelika AL 3120 Frederick Rd,bryan.blackburn@morganstanley.com,,Salesforce
11040964,Inactive Investor,Cami Plaisted,Financial Advisor,Edward Jones Hernando FL 2432 N Heritage Oaks Path,cami.plaisted@edwardjones.com,,Salesforce
11165662,Inactive Investor,Janet Zane,Financial Advisor,"Pinnacle Investments, LLC Auburn NY Private Residence",jzane@pinnacle-llc.com,,Salesforce
11122080,Inactive Investor,Carla Lang,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",carla_lang@ml.com,,Salesforce
11070804,Inactive Investor,Emily Meehan,Financial Consultant,"Charles Schwab & Co., Inc. Chicago IL 430 N Michigan Ave",emily.meehan@schwab.com,,Salesforce
10979089,Inactive Investor,Christopher Anderson,Account Executive,"First Horizon Advisors, Inc. Dallas TX 8201 Preston Rd",christopher.anderson@firsthorizon.com,,Salesforce
11071820,Inactive Investor,Bradley Krieg,Financial Advisor,LPL Financial LLC Staten Island NY 72 Sharrott Ave,bradley.krieg@lpl.com,,Salesforce
11136153,Inactive Investor,John Trapani,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 515 S Flower St",john.trapani@nm.com,,Salesforce
9565693,,Renee Sterling,"Financial Advisor, Second Vice President, Vice President",Morgan Stanley,renee.sterling@morganstanley.com,,List import
9582598,,Yigit Oruc,,,orucyigit@gmail.com,,List import
10828943,Inactive Investor,Robert Garofallou,,"American Portfolios Financial Services, Inc. Ridge NY Private Residence",rgarofallou@americanportfolios.com,,Salesforce
11025372,Inactive Investor,Steven Mercer,Financial Professional,"Voya Financial Advisors, Inc. New Castle DE 10 Corporate Cir",smercer@voyafa.com,,Salesforce
6981861,,fhfj ffghf,,,vewagib998@wiroute.com,,Web form fillout
11010050,Inactive Investor,Mitchell Williams,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,,,Salesforce
11234793,Inactive Investor,William Connor,Partner;Wealth Advisor,"Sax Wealth Advisors, LLC",wconnor@saxwa.com,,Salesforce
11078476,Inactive Investor,Larry Bailey,,LPL Financial LLC Amarillo TX 7428 Pennsylvania Dr,larry.bailey@lpl.com,,Salesforce
193886,,RAY COLAVITO,BUSINESS DEVELOPMENT MANAGER,COPPER.CO,ray.colavito@copper.co, +1 (201) 725-7392,
216293,,steve zhao,,[Unknown],terracapital20@gmail.com,,Event
10893210,Inactive Investor,Peter Mytych,,Vanguard Marketing Corporation,peter_mytych@vanguard.com,,Salesforce
10809420,Inactive Investor,Brigita Rumpeters,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westfield NJ 530 S Ave W",brigita_z_rumpeters@ml.com,,Salesforce
10646467,,Mark Luiz,,,mark.luiz@ubs.com,,List Import
10873889,Inactive Investor,Luis Almendarez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakland CA 1111 Broadway",luis.almendarez@ml.com,,Salesforce
11187657,Inactive Investor,Jason Yockey,Financial Advisor,"Ameriprise Financial Services, LLC Red Wing MN 217 Plum St",jason.r.yockey@ampf.com,,Salesforce
10834236,Inactive Investor,Fay Clark,Registered Assistant,"Osaic Wealth, Inc. Louisville KY 1700 Ups Dr",,,Salesforce
10771894,Inactive Investor,Christopher Snow,,"Cigna Benefits Financing, Inc.",christopher.snow@cigna.com,,Salesforce
10996971,Inactive Investor,Jeffry Curry,Financial Advisor,"Pruco Securities, LLC. Saint Louis MO 12312 Olive Blvd",jeffry.curry@prudential.com,,Salesforce
10756934,Inactive Investor,James Crenna,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Minneapolis MN 5500 Wayzata Blvd",jcrenna@stifel.com,,Salesforce
9637176,,David Giunta,,,dgiunta@gia.com,,List import
341380,,Guilherme Gaertner,Executive Officer,Canvas Capital S.a.,guilherme.gaertner@canvascapital.com.br,551-131-859200,Manual List Upload
10927989,Inactive Investor,Jonathan Baker,,Fidelity Brokerage Services LLC,,,Salesforce
341156,,Al Abaroa,Managing Partner,"Kingsview Wealth Management, Llc",aabaroa@kingsviewam.com,312-870-6701,Manual List Upload
10908229,Inactive Investor,Bryce Alvari,,"Osaic Wealth, Inc. San Diego CA 4370 La Jolla Village Dr",,,Salesforce
11192733,Inactive Investor,Deborah Hightower,Financial Advisor;First Vice President;Investment Officer;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Dublin GA 105 Shamrock Dr",deborah.hightower@wellsfargoadvisors.com,,Salesforce
11182504,Inactive Investor,Alexei Heringer,Financial Professional,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",aheringer@financialguide.com,,Salesforce
10861456,Inactive Investor,James Sexton,Chief Financial Officer;Financial Planner;Regulatory Contact;Tax Manager,Phillip James Financial Co.,jim@phillipjamesfinancial.com,,Salesforce
11190064,Inactive Investor,Grace Olson,,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
10494472,,David Faulkner,"Financial Advisor, Partner, Shareholder","Spectrum Advisors, Inc.",david@spectrumadvisors.net,,List Import
371783,,Marvin Aboona,,Marvin Aboona,marvaboona@yahoo.com,586-662-2000,Salesforce
11179919,Inactive Investor,Xiao Liang,,Key Investment Services LLC Issaquah WA 6220 E Lake Sammamish Pkwy SE,xiao.liang@key.com,,Salesforce
10941492,Inactive Investor,Ryan Mount,Financial Advisor,"Raymond James & Associates, Inc.",ryan.mount@raymondjames.com,,Salesforce
10931011,Inactive Investor,Dauna Bohlken,,"Voya Financial Advisors, Inc. Redlands CA 1030 Nevada St",dauna.bohlken@voya.com,,Salesforce
11158598,Inactive Investor,Marianela Collado,Chief Executive Officer,Tobias Financial Advisors,marianela@tobiasfinancial.com,,Salesforce
9640589,,Veena Kaul,,,v.kaul@comcast.net,,List import
10791262,Inactive Investor,Robert Badanes,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",robert.badanes@usbank.com,,Salesforce
10987808,Inactive Investor,Darrell Daniels,,PFS Investments Inc. Garner NC 2339 Timber Dr,ddaniels.lpk96@primerica.com,,Salesforce
10822335,Inactive Investor,Kara Goetz,,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,,,Salesforce
11229564,Inactive Investor,Nicolas Dietzen,,"Northwestern Mutual Investment Services, LLC Barrington IL 303 E Main St",nicolas.dietzen@nm.com,,Salesforce
10906825,Inactive Investor,Francoise Steinmetz,,Citigroup Global Markets Inc.,,,Salesforce
9549961,,Glenn Andrade,,,glenn@afs-investments.com,,List import
4877659,,James Ham,,,concettaregas@putrajayabaya.skom.id,,Web Form Fillout
10820251,Inactive Investor,Kirk Ritchie,Financial Advisor,LPL Financial LLC Saint Clair Shores MI 24220 Jefferson Ave,kirk.ritchie@lpl.com,,Salesforce
10878781,Inactive Investor,Quenten Kirby,Financial Advisor,"Raymond James & Associates, Inc. Pasadena CA 301 N Lake Ave",ned.kirby@raymondjames.com,,Salesforce
10612270,,Joshua Scherer,"Executive Director - Investments, Financial Advisor",,joshua.scherer@opco.com,,List Import
9594386,,Harold Flagler,,,haroldglen@aol.com,,List import
11047594,Inactive Investor,Joel Lorden,,Cetera Advisors LLC Dunwoody GA Private Residence,joel.lorden@ceteraadvisors.com,,Salesforce
9549224,,RUTH MENDOZA,,,ruthamstar@yahoo.com,,List import
3801908,,Blaine Ung,,,blaine@machpoint8.com,,Web Form Fillout
11071883,Inactive Investor,Matthew Potter,,"Raymond James Financial Services, Inc. Fayetteville AR 4426 N Waterside Ct",matthew.potter@raymondjames.com,,Salesforce
51365,,Olga Starr,,"MML Investors Services, LLC",ostarr@massmutual.com,614-790-9814,
1003752,Inactive Investor,John Lantz,,John Lantz,john.e.lantz@gmail.com,720 480 8850,
10752767,Inactive Investor,Michael Levy,Financial Advisor,LPL Financial LLC Danville CA 871 Richard Ln,michael.levy@lpl.com,,Salesforce
11155161,Inactive Investor,Clifford Gould,Investment Advisor Representative,GWN Securities Inc. Soddy Daisy TN Private Residence,,,Salesforce
10940115,Inactive Investor,William Bristow,,"Allstate Financial Services, LLC Cincinnati OH 8950 Colerain Ave",wbristow@allstate.com,,Salesforce
9614963,,Ru-Li Kung,,,rulikung@yahoo.com,,List import
10891790,Inactive Investor,Ashley Jesko,Senior Manager,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9593115,,James White,,,james@elmpartnersam.com,,List import
11206913,Inactive Investor,Kara Case,Wealth Advisor,LPL Financial LLC Auburn Hills MI 2701 Cambridge Ct,kara.case@lpl.com,,Salesforce
10934360,Inactive Investor,Vernon Seidl,,PFS Investments Inc. West Des Moines IA 1000 73rd St,vernon.seidl@primerica.com,,Salesforce
11177939,Inactive Investor,Christopher Dixon,Financial Advisor,Edward Jones Springfield MO 5335 S Campbell Ave,,,Salesforce
248810,,GIOVANNI SESTILI,Executive Chairman at VinciX Group,VINCIX GROUP HOLDING LTD,gsestili@vincix.com,,Manual List Upload
11167717,Inactive Investor,Joseph A. Senna,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Walnut Creek CA 1255 Treat Blvd,joseph.senna@ubs.com,,Salesforce
10983991,Inactive Investor,Beverly Martin,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,beverly.martin@primerica.com,,Salesforce
10968137,Inactive Investor,Michael Mendes,,"Bankers Life Securities, Inc. Fort Lauderdale FL 1000 Sawgrass Corporate Pkwy",michael.mendes@bankerslife.com,,Salesforce
368141,,Ahmad Hassan,Owner,,ahmadchurra90@gmail.com,9.23067E+11,Webinar
11170821,Inactive Investor,Elliott Waterman,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",elliott.waterman@nm.com,,Salesforce
11148771,Inactive Investor,Darren Braude,,"Kestra Investment Services, LLC Gaithersburg MD Private Residence",,,Salesforce
11125145,Inactive Investor,Benjamin Carroll,,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",,,Salesforce
10817294,Inactive Investor,Ouida Shank,,"Raymond James Financial Services, Inc. Roswell GA 1875 Old Alabama Rd",ouida.shank@raymondjames.com,,Salesforce
11037527,Inactive Investor,Richard Moss,,"Osaic Wealth, Inc. Boca Raton FL 2700 N Military Trl",,,Salesforce
10955558,Inactive Investor,Mark Hart,Chief Compliance Officer;Chief Executive Officer;Financial Advisor;Investment Advisor Representative;Managing Member,"Hart Financial, LLC",markhart@hartfinancial.co,,Salesforce
228985,, -,,[[Unknown]],john.bergin957@gmail.com,,
10898264,Inactive Investor,Omar Baddar,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
11012269,Inactive Investor,Leah Blackburn,,"Pruco Securities, LLC. Mount Pleasant SC 884 Allbritton Blvd",leah.blackburn@prudential.com,,Salesforce
342891,,Russell Holm,Associate,Great Hill Partners,rholm@greathillpartners.com,617-790-9400,Manual List Upload
10778419,Inactive Investor,Mark Elliott,,"Truist Investment Services, Inc. Jupiter FL 150 S US Hwy 1",mark.elliott@truist.com,,Salesforce
9609024,,claude Gauthier,,,cla.gauthier@hotmail.com,,List import
9561217,,Bryan McNamara,,,bmac0914@gmail.com,,List import
9586737,,Dimitrios Foukarakis,,,dim.foukarakis@gmail.com,,List import
11057432,Inactive Investor,Esther Feld,,J.P. Morgan Securities LLC New York NY 1003 Lexington Ave,esther.feld@jpmorgan.com,,Salesforce
11202408,Inactive Investor,Randall Eley,Chief Investment Officer;Director;President,The Edgar Lomax Company,reley@edgarlomax.com,,Salesforce
190403,,Raymond Eaton,"Chief Compliance Officer, Investment Advisor Representative, Managing Member, Managing Partner","Primoris Wealth Advisors, LLC",rle@primoriswealthadvisors.com,561-296-0796,
10774720,Inactive Investor,Heather Lindenberg,Administrative Assistant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",heather.lindenberg@ml.com,,Salesforce
11238685,Inactive Investor,Dayna Lambros,,Dri Capital Inc.,dl@dricapital.com,,Salesforce
11056703,Inactive Investor,Brandon Thomas,,Cetera Advisors LLC Midlothian VA 5309 Commonwealth Centre Pkwy,,,Salesforce
11037875,Inactive Investor,Blanca Jurado,,J.P. Morgan Securities LLC Sarasota FL 8373 Lockwood Ridge Rd,blanca.jurado@jpmorgan.com,,Salesforce
191436,,Carlos Hernandez,,[Unknown],chdezvar1@gmail.com,,source
11186844,Inactive Investor,Karen Varnhagen,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley San Francisco CA 555 California St,karen.varnhagen@morganstanley.com,,Salesforce
9609430,,Michael Auflick,,,mauflick@yahoo.com,,List import
9627785,,Nicole Mazzara,,,nicole.mazzara@arizent.com,,List import
9566353,,Charles Smith,,,smithcharles0302@yahoo.com,,List import
9588953,,Rishi Panchal,,,rishi_panchal@outlook.com,,List import
11041856,Inactive Investor,Kristen Fox,Wealth Advisor,LPL Financial LLC Downers Grove IL 2651 Warrenville Rd,kristen.fox@lpl.com,,Salesforce
11206633,Inactive Investor,Andrew Davis,,LPL Financial LLC Worthington IN Private Residence,andrew.davis@lpl.com,,Salesforce
11027457,Inactive Investor,Michael Collins,,Citigroup Global Markets Inc. Whittier CA 15410 Whittier Blvd,,,Salesforce
11137717,Inactive Investor,Vida Beltran,,"Transamerica Financial Advisors, Inc Rockville MD 1901 Research Blvd",vida.beltran@tfaconnect.com,,Salesforce
10877278,Inactive Investor,Carlos Bolanos,,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,carlos.bolanos@citi.com,,Salesforce
11057819,Inactive Investor,Elisha Boyd,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,elisha_boyd@vanguard.com,,Salesforce
10791997,Inactive Investor,Tore Stole,Director - Research;Vice President,Confluence Investment Management LLC,tstole@confluenceim.com,,Salesforce
11166967,Inactive Investor,Jason Rosado,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",jason.rosado@ml.com,,Salesforce
11028539,Inactive Investor,Mark Baniewicz,,"Avantax Investment Services, Inc. Painesville OH 9946 Johnnycake Ridge Rd",,,Salesforce
10820940,Inactive Investor,David Ross,First Vice President - Investments,"Raymond James & Associates, Inc. Vero Beach FL 582 Beachland Blvd",,,Salesforce
10853097,Inactive Investor,Andrew Schiff,Chief Compliance Officer;Managing Member,"TritonPoint Wealth, LLC",,,Salesforce
11174563,Inactive Investor,William Ryan,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",william.ryan@schwab.com,,Salesforce
11161558,Inactive Investor,Loc Vo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 5851 Balboa Ave",loc.vo@ml.com,,Salesforce
9627488,,Justin Kim,,,justinkim81@gmail.com,,List import
6310522,,KIMONA DOLIKA,,,soroxoj858@fom8.com,,Web Form Fillout
11180475,Inactive Investor,Melanie Harless,Registered Client Specialist,Robert W. Baird & Co. Incorporated Steubenville OH 200 Stanton Blvd,,,Salesforce
11049925,Inactive Investor,Miaomiao Chen,,"Transamerica Financial Advisors, Inc San Mateo CA 1875 S Grant St",miaomiao.chen@tfaconnect.com,,Salesforce
9562216,,Mary Weed,,,mary.weed@securitiesamerica.com,,List import
10954556,Inactive Investor,Ryan Knight,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. New York NY 1300 Avenue of the Americas",ryan.knight@schwab.com,,Salesforce
11079782,Inactive Investor,Esteban Santos,Private Client Banker,J.P. Morgan Securities LLC Corona NY 3794 103rd St,esteban.santos@jpmorgan.com,,Salesforce
9578342,,keith rechner,,,keith.rechner@gmail.com,,List import
245227,,Chantal Michael,"Director, Wealth Management Channel",S&P Dow Jones Indices,chantal.michael@spglobal.com,813 7485221,Manual List Upload
9580065,,Julianna Bray,,,bray@planretire.com,,List import
96159,,Paul dinsmoor,,none,dinsmoor12345@juno.com,13017764982,Organic Search
373634,,Sydney Lolli,,[Unknown],sydneylolli@gmail.com,,source
10983955,Inactive Investor,Charles Yeaman,,"U.S. Bancorp Investments, Inc. Bend OR 86 SW Century Dr",,,Salesforce
10795743,Inactive Investor,Donald Vanlandingham,Chief Executive Officer;Co-Founder;Owner;President;Regulatory Contact,"Guardian Wealth Management, Inc.",,,Salesforce
10811228,Inactive Investor,William Freeman,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Troy MI 101 W Big Beaver Rd,william.freeman@morganstanley.com,,Salesforce
370785,,Kamil Skocze?,,United States,kami.skoczen123@gmail.com,,Salesforce
11046045,Inactive Investor,Braydon Mcarthur,,LPL Financial LLC Salt Lake City UT 3065 W 5400 S,braydon.mcarthur@lpl.com,,Salesforce
10849042,Inactive Investor,Michael Faro,Financial Advisor,"Ameriprise Financial Services, LLC Greenwich CT 777 W Putnam Ave",michael.faro@ampf.com,,Salesforce
224360,,Steven Amato,,[Unknown],steven.amato@cbts.com,,
9571424,,Debra Konieczny,,,debrak@capitaladv.com,,List import
11093144,Inactive Investor,William Clifford,Senior Wealth Strategy Associate,UBS Financial Services Inc. San Francisco CA 555 California St,will.clifford@ubs.com,,Salesforce
10905346,Inactive Investor,Taylor Stockdale,,"Stifel, Nicolaus & Company, Incorporated O Fallon MO 2342 Technology Dr",stockdalet@stifel.com,,Salesforce
159809,,Maria CHAIKINA,,[Unknown],kulkova@gmail.com,,Organic Search
242984,,David Eckman,Sr. Financial Advisor,Wells Fargo,david.l.eckman@wellsfargo.com,,Manual List Upload
11196169,Inactive Investor,Jeffrey Gunter,Investment Advisor,"Concourse Financial Group Securities, Inc. Cumming GA Private Residence",jeffrey.gunter@concoursefinancial.com,,Salesforce
11048624,Inactive Investor,Anthony Hines,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,ahines@primerica.com,,Salesforce
11130390,Inactive Investor,Robin Ooley,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,robin.ooley.cywp@statefarm.com,,Salesforce
116432,,Bradley Brager,Financial Associate,Thrivent Investment Management Inc.,bradley.brager@thrivent.com,612-229-0157,
11004851,Inactive Investor,Marisol Rodriguez,,J.P. Morgan Securities LLC Tampa FL 2001 N Dale Mabry Hwy,marisol.rodriguez@jpmorgan.com,,Salesforce
11033333,Inactive Investor,Mary McAdams-Wilson,Assistant Vice President;Wealth Planner,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 13355 Noel Rd",mary.mcadams.wilson@ml.com,,Salesforce
11222680,,Travis Peltz,,,tpeltz@regalfin.com,,List Import
10919510,Inactive Investor,Julian Pouncy,Financial Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 2859 Paces Ferry Rd SE",julian.pouncy@nm.com,,Salesforce
10988598,Inactive Investor,Mitsuhiro Shimura,,Neuberger Berman BD LLC,mitsuhiro.shimura@nb.com,,Salesforce
9619482,,Roman Shevchenko,,,romanfinansi@gmail.com,,List import
11106035,Inactive Investor,Matthew Brown,,Edward Jones Elgin OK Private Residence,,,Salesforce
11062404,Inactive Investor,Christopher Trub,Owner;Wealth Advisor,"Avior Wealth Management, LLC Gilbert PA 1256 US-209",chris.trub@aviorwealth.com,,Salesforce
11156943,Inactive Investor,John Flaherty,,Brookstone Capital Management LLC,,,Salesforce
9607891,,Allison Greenberg,,,allison.greenberg@iiicm.com,,List import
10765661,Inactive Investor,William Norris,Director,Robert W. Baird & Co. Incorporated Boulder CO 1301 Canyon Blvd,wnorris@rwbaird.com,,Salesforce
9575744,,selena lyons,,,selenalyons@me.com,,List import
203603,,Gerald Silberman,"Director - Investments, Financial Advisor, Functional Manager","MML Investors Services, LLC",gsilberman@financialguide.com,732-623-5700,
11236791,Inactive Investor,Colin Farr,,Savvy Denver CO 100 Fillmore St,,,Salesforce
10892511,Inactive Investor,Kenneth Davis,Senior Financial Planner,"Concourse Financial Group Securities, Inc. Florence AL 325 S Pine St",kenneth.davis@concoursefinancial.com,,Salesforce
226722,,Suave -,,icanninovate,s.przywalny@gmail.com,,Initial Salesforce Import
35462,,Robert Borchers,Financial Associate,Thrivent Investment Management Inc.,robert.borchers@thrivent.com,309-664-7770,
9571251,,Kevin Mitchell,,,kmitchell@carystreetpartners.com,,List import
11092482,Inactive Investor,James McAtee,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",kevin.mcatee@wellsfargoadvisors.com,,Salesforce
11211411,Inactive Investor,Charles Gebhardt,,"Osaic Wealth, Inc. Silver Spring MD 13825 Turnmore Rd",cgebhardt@royalaa.com,,Salesforce
11090711,Inactive Investor,Stephen Lucero,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Andover MA 300 Brickstone Sq",stephen.lucero@tiaa.org,,Salesforce
9603022,,Emily Hollis,Managing Partner,Alm First Financial Advisors Llc,ehollis@almfirst.com,,List import
9627252,,Keith Royal,,,rsp.rsp@outlook.com,,List import
9564133,,Kyle Obrien,,,kobrien@e-winslow.com,,List import
11194287,Inactive Investor,William Selig,Financial Advisor,"Osaic Wealth, Inc. Clifton Park NY 5 Executive Park Dr",,,Salesforce
11161192,Inactive Investor,Grant Price,,"Northwestern Mutual Investment Services, LLC Philadelphia PA 1818 Market St",grant.price@nm.com,,Salesforce
11111845,Inactive Investor,Nathan Mahnke,Financial Advisor,Thrivent Investment Management Inc. Auburn CA 11601 Blocker Dr,nathan.mahnke@thrivent.com,,Salesforce
9553297,,Kevin Gilmore,,,kgilmore@gilmorecpa.com,,List import
10863826,Inactive Investor,Derek Winkel,,State Farm VP Management Corp. Sioux City IA 4131 Gordon Dr,,,Salesforce
11121711,Inactive Investor,Mary McCormack,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brentwood TN 201 Franklin Rd",mary_mccormack@ml.com,,Salesforce
10811325,Inactive Investor,Bruce Crawford,Senior Vice President - Investments,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",bruce.crawford@raymondjames.com,,Salesforce
10942213,Inactive Investor,Michael Pieper,,Cetera Advisor Networks LLC Minneapolis MN 2701 University Ave SE,,,Salesforce
9609761,,Yasir Dallali,,,ysdallali@gmail.com,,List import
244167,,Precyla Eller,Investor Relations,Hashdex,precyla.eller@hashdex.com,1.5522E+13,Manual List Upload
11172003,Inactive Investor,Thomas Lake,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,talake@ft.newyorklife.com,,Salesforce
11159606,Inactive Investor,Gary Chmielewski,Financial Advisor,Edward Jones Charlotte NC 4410 Mint Hill Village Ln,gary.chmielewski@edwardjones.com,,Salesforce
10769704,Inactive Investor,Ari Feldman,Financial Advisor,"Wells Fargo Clearing Services, LLC San Diego CA 600 W Broadway",,,Salesforce
10615619,,Shane Maer,Financial Advisor,,smaer@msfg.info,,List Import
11103278,Inactive Investor,Allyson Ramos,,"Northwestern Mutual Investment Services, LLC Durham NC 240 Leigh Farm Rd",allyson.l.ramos@nm.com,,Salesforce
10866363,Inactive Investor,Zane Michalski,Financial Advisor,"Citizens Securities, Inc. Newtown Square PA 3514 W Chester Pike",zane.j.michalski@citizenssecurities.com,,Salesforce
11093943,Inactive Investor,Scott Smith,Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC South Bend IN 205 W Jefferson Blvd",,,Salesforce
336533,,John Hale,Vice President,Trust Asset Management Llc,jhale@tam-llc.com,832-308-2748,Manual List Upload
11052325,Inactive Investor,Hafeeza Tyrell,,J.P. Morgan Securities LLC Kennesaw GA 4490 Wade Green Rd NW,sunny.b.tyrell@jpmorgan.com,,Salesforce
10869106,Inactive Investor,William Meyer,Financial Advisor,LPL Financial LLC Itasca IL 333 W Pierce Rd,bill.meyer@lpl.com,,Salesforce
9586298,,Vernon Klassen,,,vernon.klassen@valic.com,,List import
9611473,,James Ellison,,,jase0247@gmail.com,,List import
161705,,Jeff Bostic,,[Unknown],jeffbostic@gmail.com,,
11093765,Inactive Investor,Chirag Patel,,NYLIFE Securities LLC Schaumburg IL 475 N Martingale Rd,cbpatel@ft.newyorklife.com,,Salesforce
338909,,Matt Parker,"Vice President, Portfolio Manager",Intrepid Capital Management Inc,mparker@intrepidcapital.net,904-246-3433,Manual List Upload
10928620,Inactive Investor,Michael Ousley,Financial Advisor,Edward Jones Clinton TN 125 Leinart St,michael.ousley@edwardjones.com,,Salesforce
10925072,Inactive Investor,Leslie Lister,,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",leslie.lister@ampf.com,,Salesforce
11076678,Inactive Investor,Ana Viyella,Managing Director;Regulatory Contact,Earthview Advisors LLC Miami FL 201 S Biscayne Blvd,ana.viyella@earthviewadvisors.com,,Salesforce
10808808,Inactive Investor,David Brozenic,,The Wealth Consulting Group Leawood KS 6800 College Blvd,dbrozenic@wealthcg.com,,Salesforce
11236699,Inactive Investor,Jessica Serrano,Associate Financial Advisor;Associate Financial Planner,Fyooz Financial Planning Castaic CA Private Residence,jessica@fyoozfinancial.com,,Salesforce
10862392,Inactive Investor,Susan Sulfridge,,"Northwestern Mutual Investment Services, LLC Cincinnati OH 3805 Edwards Rd",susan.sulfridge@nm.com,,Salesforce
10617013,,David Moyer,,,dave_moyer@ml.com,,List Import
204685,,Alberto Gómez Toribio,,Alberto GÃ³mez Toribio,gotoalberto@gmail.com,,Event
9605808,,Paul Lesutis,,,paul.lesutis@brandywineglobal.com,,List import
10863896,Inactive Investor,Anton Brog,Financial Advisor,LPL Financial LLC Midvale UT 6995 S Union Park Ctr,anton.brog@lpl.com,,Salesforce
213525,,Lovis Nnogge,,[Unknown],nnogge.lovis@gmail.com,,source
9636309,,Eric Thunem,,,ethunem@portad.com,,List import
9555890,,kongwen tian,,,chaoqiang.tian@gamil.com,,List import
10612765,,Dennis Clark,Financial Advisor,,dennis.clark@lpl.com,,List Import
10863780,Inactive Investor,Monica Vazquez,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Miami FL 801 Brickell Ave",monica.vazquez@schwab.com,,Salesforce
11079809,Inactive Investor,Mariel Bautista,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",mariel.bautista@schwab.com,,Salesforce
10837167,Inactive Investor,Richard Umile,Member,"iCapital, LLC",,,Salesforce
10998524,Inactive Investor,Travis Evans,,"First Command Brokerage Services, Inc. Fort Worth TX 4200 S Hulen St",teevans@firstcommand.com,,Salesforce
10506090,,girish b,ceo,gb blockchain,gbluxetech@gmail.com,9372526409,List import
9598085,,John Galt,,,oye0089@hotmail.com,,List import
9635486,,Brittney Dederman,,,brittneyd@wealthfirm.info,,List import
10850553,Inactive Investor,Hong Dai,,J.P. Morgan Securities LLC Flushing NY 37-28 Main St,hong.x.dai@chase.com,,Salesforce
11095974,Inactive Investor,Sarah Cyphers,,"Chauner Securities, Inc.",sarahcyphers@chaunersecurities.com,,Salesforce
11206714,Inactive Investor,Ryan Kistenfeger,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",ryan.kistenfeger@raymondjames.com,,Salesforce
11017004,Inactive Investor,Andrew Stewart,,State Farm VP Management Corp. Acworth GA 5655 Lk Acworth Dr NW,andrew.a.stewart.vaab9s@statefarm.com,,Salesforce
11157153,Inactive Investor,Michael Victor,Family Wealth Director;Financial Advisor;Managing Director - Wealth Management,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,michael.victor@morganstanley.com,,Salesforce
344509,,Richard Cook,Member,"Cook & Bynum Capital Management, Llc",richard@cookandbynum.com,205-994-2815,Manual List Upload
11126643,Inactive Investor,James Littlefield,,"Grove Point Investments, LLC Damascus MD Private Residence",jlittlefield@hbeckinc.com,,Salesforce
10824371,Inactive Investor,Christopher Hayden,,J.P. Morgan Securities LLC Houston TX 600 Travis St,christopher.hayden@jpmorgan.com,,Salesforce
10888546,Inactive Investor,Alejandro Feldman,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",alejandrofeldman@leumiusa.com,,Salesforce
10992126,Inactive Investor,David Dietrich,Wealth Advisor,Dew Point Capital West Hollywood CA 9000 W Sunset Blvd,david@dewpointcap.com,,Salesforce
10993376,Inactive Investor,Timothy Dick,Associate Advisor,"Dakota Wealth, LLC Danvers MA 222 Rosewood Dr",tdick@dakotawm.com,,Salesforce
11046653,Inactive Investor,Rebecca Smith,,"CapFinancial Securities, LLC.",,,Salesforce
11188618,Inactive Investor,Anna Rakotz,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
11160263,Inactive Investor,Tyler Qualio,,Rothschild Investment LLC,tqualio@rothschildinv.com,,Salesforce
10825634,Inactive Investor,Stewart Beach,,"HighTower Securities, LLC Aurora IL 201 N Constitution Dr",sbeach@hightoweradvisors.com,,Salesforce
11192833,Inactive Investor,Jacob Glofka,Financial Advisor;Financial Services Representative,"MML Investors Services, LLC Buffalo NY 300 Corporate Pkwy",jglofka@financialguide.com,,Salesforce
11184271,Inactive Investor,Mustafa Ali,,A.G.P / Alliance Global Partners Holmdel NJ 2137 Rte 35,mali@allianceg.com,,Salesforce
9635095,,Rodney Knox,,,knoxassociates@charter.net,,List import
10817925,Inactive Investor,Patricia Lima,Senior Wealth Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
9617743,,James Morgan,,,jmorgan@covenantcapllc.com,,List import
10789291,Inactive Investor,Amanda Moran,Executive Director,Morgan Stanley New York NY 1585 Broadway,amanda.moran@morganstanley.com,,Salesforce
339535,,Kevin Faust,Fund Controller,Kainos (tx) Capital Lp,kfaust@kainoscapital.com,214-740-7300,Manual List Upload
11067003,Inactive Investor,Tewodros Lamma,Premier Banker,"Wells Fargo Clearing Services, LLC Irvine CA 14468 Culver Dr",teddy.lamma@wellsfargo.com,,Salesforce
11173276,Inactive Investor,Dominique West,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mobile AL 3674 Dauphin St",dominique_west@ml.com,,Salesforce
11104850,Inactive Investor,John Elder,Financial Consultant,"Equitable Advisors, LLC Austin TX 8911 N Capital of Texas Hwy",john.elder@equitable.com,,Salesforce
9615675,,Jonathan West,,,jwest41190@icloud.com,,List import
214003,,Lee Adams,,Australia,leeadams238@gmail.com,,
11102520,Inactive Investor,Peter Shunyia,Senior Wealth Advisor,LPL Financial LLC Troy MI 2050 Livernois Rd,peter.shunyia@lpl.com,,Salesforce
10989080,Inactive Investor,Yurou Zhang,,Neuberger Berman BD LLC,yurou.zhang@nb.com,,Salesforce
10971061,Inactive Investor,Stacie Lieb,Wealth Development Partner,Key Investment Services LLC,stacie.lieb@key.com,,Salesforce
10604545,,Kat Hauben,COO,Consultant,kathauben@gmail.com,267-242-9857,List Import
10939796,Inactive Investor,Eric Fortenberry,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,eric.fortenberry@fmr.com,,Salesforce
9557911,,Pedro Parreira,,,pedromiguel.parreira@gmail.com,,List import
11180658,Inactive Investor,Maurice Moore,,PFS Investments Inc. Conyers GA 2135 Eastview Pkwy,maurice.moore@primerica.com,,Salesforce
11208932,Inactive Investor,Keith Tyner,Advisor;Financial Consultant;Member;Regulatory Contact,"Gimbal Financial, LLC",ktyner@gimbalfinancial.com,,Salesforce
10853810,Inactive Investor,Jason Kamler,Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Janesville WI 20 E Milwaukee St",jason.kamler@wfafinet.com,,Salesforce
159163,,Chris W,,[Unknown],w@worldcoin.org,,
10762861,Inactive Investor,Steven Zohn,First Vice President - Wealth Management,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,steven.zohn@ubs.com,,Salesforce
11233912,Inactive Investor,William Holz,,"Wells Fargo Clearing Services, LLC Fergus Falls MN 220 W Washington Ave",,,Salesforce
11134215,Inactive Investor,Bart Bucci,Managing Director;Private Wealth Advisor,Morgan Stanley Cleveland OH 31099 Chagrin Blvd,bart.bucci@morganstanley.com,,Salesforce
11194704,Inactive Investor,Phillip Hurner,Financial Advisor,"Wells Fargo Clearing Services, LLC Incline Village NV 938 Tahoe Blvd",phillip.hurner@wellsfargoadvisors.com,,Salesforce
11255281,Inactive Investor,Bradley Braddock,Financial Advisor,"AMC Wealth Management, LLC Gulf Shores AL Private Residence",brad@amcwealth.com,,Salesforce
10803973,Inactive Investor,Nicholas Potthoff,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Ottawa IL 110 E Main St",,,Salesforce
9576806,,Sanghyeon Park,,,2000forever@naver.com,,List import
9630206,,Rhistian Garcia,,,iangarcia.sj@gmail.com,,List import
121050,,Joshua Lamers,Equity Research Associate,William Blair,jlamers@williamblair.com,312-364-8416,
11118953,Inactive Investor,Julie Pertuiset,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,,,Salesforce
10861774,Inactive Investor,Erin Ulicki,Financial Advisor,Edward Jones Hartland WI 300 Cottonwood Ave,erin.ulicki@edwardjones.com,,Salesforce
10998591,Inactive Investor,John Choate,,Goldman Sachs & Co. Atlanta GA 3550 Peachtree Rd NE,,,Salesforce
10648458,,Gregory McVie,,,gregory.mcvie@fmr.com,,List Import
10838061,Inactive Investor,Mary Tomlin,Owner;President;Secretary,"Tomlin Financial Advisors, Inc.",maryellentomlin@tomlinfinancialadvisors.com,,Salesforce
10861870,Inactive Investor,Benjamin Bury,,"Charles Schwab & Co., Inc. Richfield OH 4150 Kinross Lakes Pkwy",,,Salesforce
10951227,Inactive Investor,Jon-Paul Weiss,,NYLIFE Securities LLC White Plains NY 44 S Broadway,,,Salesforce
11162423,Inactive Investor,Steven Dahlquist,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Sarasota FL 1819 Main St",steven.dahlquist@ampf.com,,Salesforce
10960407,Inactive Investor,Mark Oaxaca,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,mark_oaxaca@vanguard.com,,Salesforce
335383,,Joanie Griffith,Practice Manager,Lantz Financial Llc,joanie.griffith@lantzteam.com,331-204-6230,Manual List Upload
10805576,Inactive Investor,Jonathan Ferrer,Principal,LPL Financial LLC Carlsbad CA 8085 Paseo Arrayan,jonathan.ferrer@lpl.com,,Salesforce
11263899,,Dolan Williams,,,dwilliams@firstbankonline.com,,Web Form Fillout
9598824,,Aron Gure,,,aron.gure@outlook.com,,List import
10910033,Inactive Investor,Karen Gilliam,Chief Financial Officer;Shareholder,"David P. Gilliam & Associates, Inc.",,,Salesforce
11194191,Inactive Investor,Holly La,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Pleasanton CA 6700 Koll Center Pkwy",holly.la@tfaconnect.com,,Salesforce
9616680,,Matthew Dantonio,,,matthew.j.dantonio@gmail.com,,List import
10936997,Inactive Investor,Deva Panambur,Managing Director,"Sarsi, LLC",deva@sarsillc.com,,Salesforce
9572205,,Mike McBride,,,kapmcbride@aol.com,,List import
9548722,,SHAWNTI HOLLEY,,,sdholle@gmail.com,,List import
10962586,Inactive Investor,Rebecca Melia-Vinderslev,Manager,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11003082,Inactive Investor,Christopher Lewis,,LPL Financial LLC Alma MI 200 W Center St,christopher.lewis@lpl.com,,Salesforce
9633225,,Matthew Wosk,,,mwosk@proficiocap.com,,List import
11011787,Inactive Investor,Keith Dykes,Financial Advisor,"J. L. Perkins Wealth Management, LLC",keith@jlperkinswealth.com,,Salesforce
11209445,Inactive Investor,Jonathan Slabaugh,Senior Investment Manager,Creative Planning,,,Salesforce
11182505,Inactive Investor,Edward Pitkin,,"MML Investors Services, LLC",,,Salesforce
11053841,Inactive Investor,Doug Graumann,,"Calton & Associates, Inc. Marble Falls TX 1002 Marble Heights Dr",dgraumann@calton.com,,Salesforce
9558510,,Junjie Huang,,,umcsdon@outlook.com,,List import
11004148,Inactive Investor,Triston Hasty-Grant,,Cetera Advisor Networks LLC Owasso OK 9500 N 129th East Ave,,,Salesforce
244469,,Michaela Morales,Asst VP,JConnelly,mmorales@jconnelly.com,1738507340,Manual List Upload
11171970,Inactive Investor,David Jackson,,NYLIFE Securities LLC Acworth GA Private Residence,dtjackson@ft.newyorklife.com,,Salesforce
10970580,Inactive Investor,Adam Dechtman,Wealth Advisor,Dechtman Wealth Management,adechtman@dechtmanwealth.com,,Salesforce
10510479,,Kurt Walten,"SVP, Investment Affairs",Nareit,kwalten@nareit.com,,List Import
11123655,Inactive Investor,Michael Morlock,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11253921,Inactive Investor,Jessica Greene,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
9559193,,Richard Tesh,,,richard.tesh@suntrust.com,,List import
11199619,Inactive Investor,Mark Petersen,Chief Compliance Officer;Chief Operating Officer,"Prosperitas Financial, LLC",mpetersen@prosperitasfin.com,,Salesforce
11118158,Inactive Investor,Zhi Hang Lin,,NYLIFE Securities LLC New York NY 168 Canal St,zhlin@ft.newyorklife.com,,Salesforce
10839146,Inactive Investor,John White,Investment Consultant;Tax Consultant,"Geneos Wealth Management, Inc. Homer Glen IL 15915 S Crystal Creek Dr",,,Salesforce
11166613,Inactive Investor,Nile Pullin,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,nile.pullin@ubs.com,,Salesforce
10908801,Inactive Investor,Rachel Pombo,Financial Advisor,"Cadaret, Grant & Co., Inc. Albany NY 6 Automation Ln",,,Salesforce
11131939,Inactive Investor,Thomas Lynch,Chairman;Chief Executive Officer,Lynch & Associates,tlynch@lnaonline.com,,Salesforce
11154348,Inactive Investor,William Isaacs,,"Osaic Wealth, Inc. Indianapolis IN 8500 Keystone Xing",,,Salesforce
10826961,Inactive Investor,Evan Nolley,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",evan.nolley@ml.com,,Salesforce
10861842,Inactive Investor,Christine Godlewski,,Fidelity Brokerage Services LLC,christine.godlewski@fidelity.com,,Salesforce
371132,,Natasha Modi,,South Africa,tashiemodi@gmail.com,,Salesforce
11154158,Inactive Investor,Barry Weller,,"Osaic FA, Inc. Boyertown PA 19 N Reading Ave",barry.weller@lfg.com,,Salesforce
10657371,,Troy Johnson,,,t.johnson@primerica.com,,List Import
11173702,Inactive Investor,Daniel Chisena,Private Client Advisor,J.P. Morgan Securities LLC New York NY 2824 Broadway,daniel.l.chisena@jpmorgan.com,,Salesforce
10989809,Inactive Investor,Lucas Sotto,,Fidelity Brokerage Services LLC Sunnyvale CA 102 W El Camino Real,,,Salesforce
9603368,,Cemal Kurnaz,,,ck.cemalkurnaz@gmail.com,,List import
10831873,Inactive Investor,William Baker,,"Wells Fargo Advisors Financial Network, LLC Tyler TX 821 E Southeast Loop 323",william.baker@wfafinet.com,,Salesforce
9578402,,Ken Lo,,,kenlo@anx.hk,,List import
10834193,Inactive Investor,Victor Sullivan,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Albany GA 613 Pointe North Blvd",victor.sullivan@wfadvisors.com,,Salesforce
10861677,Inactive Investor,Brent Holt,,"Herndon Plant Oakley, Ltd.",bholt@hpo.com,,Salesforce
11153896,Inactive Investor,Jessie Deaton,,J.P. Morgan Securities LLC Janesville WI 18 N Arch St,jessie.l.deaton@chase.com,,Salesforce
10940680,Inactive Investor,Spencer Hawkins,Chief Compliance Officer;Managing Principal;Owner,"Spencer Hawkins Investment Adviser, LLC Upper Arlington OH 1882 Kentwell Rd",spencer@spencerhawkins.com,,Salesforce
10803539,Inactive Investor,Margaret Gilliland,,"Wells Fargo Clearing Services, LLC Ashtabula OH 3705 State Rd",margaret.gilliland@wellsfargoadvisors.com,,Salesforce
10866572,Inactive Investor,David Geschke,Financial Advisor,"Cornerstone Wealth Management, LLC Beaver Dam WI 1503 N Spring St",,,Salesforce
11236602,Inactive Investor,Reid Pierson,Investment Advisor Representative,FMSA Conroe TX Private Residence,rpierson@myfmsa.com,,Salesforce
10922890,Inactive Investor,Joseph Kruszewski,,"First Command Brokerage Services, Inc.",jkruszewski@firstcommand.com,,Salesforce
11141101,Inactive Investor,Joseph Shlaferman,,Morgan Stanley Bethesda MD 7500 Old Georgetown Rd,joseph.shlaferman@morganstanley.com,,Salesforce
10872768,Inactive Investor,Jorge Garrido,,LPL Financial LLC Wellington FL Private Residence,jorge.garrido@lpl.com,,Salesforce
10786220,Inactive Investor,John Koecheler,Managing Director;Wealth Partner,J.P. Morgan Securities LLC New York NY 277 Park Ave,john.koecheler@jpmorgan.com,,Salesforce
10906998,Inactive Investor,Phillip Williams,Partner;Wealth Manager,"Kingsview Wealth Management, LLC",pwilliams@kingsview.com,,Salesforce
9575661,,Hugo Andre,,,sales@robsonway.com,,List import
11097155,Inactive Investor,Dawn Whitson,,"Allstate Financial Services, LLC Waipahu HI 94-210 Pupukahi St",beckysolmirin@allstate.com,,Salesforce
11066564,Inactive Investor,Joseph Schulte,,PFS Investments Inc. Villa Park IL 2 Mid America Plz,joseph.schulte@primerica.com,,Salesforce
351125,,Byron Sanders,Investment Strategist,"Artifex Financial Group, Llc",byron@artifexfinancial.com,855-752-6644,Manual List Upload
10774677,Inactive Investor,Nathan Curran,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",nathancurran@ml.com,,Salesforce
10868034,Inactive Investor,John Holman,,PFS Investments Inc. Morganville NJ 281 State Rte 79 N,john.holman@primerica.com,,Salesforce
10918989,Inactive Investor,Feliks Reytblat,Financial Professional,LPL Financial LLC Pasadena CA 16 N Marengo Ave,feliks.reytblat@lpl.com,,Salesforce
10778113,Inactive Investor,James Hansman,Financial Advisor,LPL Financial LLC Duxbury MA 19 Depot St,james.hansman@lpl.com,,Salesforce
10877880,Inactive Investor,Matthew McCarthy,Chief Legal Officer,"U.S. Bancorp Investments, Inc.",,,Salesforce
9570293,,Arsen Mrakovcic,,,amrakovcic@larchmontcapital.com,,List import
11204444,Inactive Investor,Kevin Myeroff,Principal,"Sequoia Financial Group, L.L.C. Cleveland OH 6095 Parkland Blvd",kmyeroff@sequoia-financial.com,,Salesforce
10761092,Inactive Investor,Tabb Wile,Executive Director;Family Wealth Director;Financial Advisor;Lending Specialist;Senior Vice President,Morgan Stanley Birmingham MI 34901 Woodward Ave,tabb.wile@morganstanley.com,,Salesforce
10872763,Inactive Investor,Sean Kund,,Ally Invest Securities LLC,skund@tradeking.com,,Salesforce
11067429,Inactive Investor,Mark Anderson,Agent,"Horace Mann Investors, Inc. Burnsville MN 1000 E 146th St",mark.anderson@horacemann.com,,Salesforce
10972319,Inactive Investor,Jeremy Kirbis,,"U.S. Bancorp Investments, Inc. Placentia CA 201 E Yorba Linda Blvd",jeremy.kirbis@usbank.com,,Salesforce
10861765,Inactive Investor,Kyle Prussing,Financial Advisor,Morgan Stanley Boston MA 28 State St,kyle.prussing@morganstanley.com,,Salesforce
10614136,,Timothy Bragg,"Financial Advisor, Senior Vice President",,timothy.bragg@wellsfargoadvisors.com,,List Import
10783546,Inactive Investor,Robert Christiansen,,Cetera Advisor Networks LLC Las Vegas NV 6625 W Sahara Ave,christiansenr@ceteranetworks.com,,Salesforce
10964171,Inactive Investor,Nigel Smith,,Edward Jones Potomac MD 7811 Montrose Rd,nigel.smith@edwardjones.com,,Salesforce
10840824,Inactive Investor,Charles Porter,Senior Vice President,Stephens,charlie.porter@stephens.com,,Salesforce
10799352,Inactive Investor,Richard Dameron,Investment Advisor Representative;Regional Leader,PFS Investments Inc. Pittsburgh PA 7440 McKnight Rd,richard.dameron@primerica.com,,Salesforce
10769577,Inactive Investor,Allison Cook,,"Wells Fargo Clearing Services, LLC Sterling VA 47040 Community Plz",allison.cook@wellsfargoadvisors.com,,Salesforce
10972331,Inactive Investor,Matthew Mignon,Wealth Advisor,Corient Morristown NJ 60 Columbia Rd,matthew.mignon@corient.com,,Salesforce
10911064,Inactive Investor,Daniel Benster,Financial Advisor,LPL Financial LLC Langhorne PA 402 Middletown Blvd,daniel.benster@lpl.com,,Salesforce
5316233,,Roman Zúrik,,,r.zurik@gmail.com,,Web Form Fillout
11121904,Inactive Investor,Timothy Sheehan,Wealth Advisor,LPL Financial LLC Lancaster PA 1815 Hempstead Rd,timothy.sheehan@lpl.com,,Salesforce
10803005,Inactive Investor,Don Ogden,Financial Advisor,Edward Jones Springdale AR 201 W Emma Ave,don.ogden@edwardjones.com,,Salesforce
10807091,Inactive Investor,Cassandra Fulton,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,cassandra.fulton@fidelity.com,,Salesforce
10657961,,Shawna Price,,,shawna.m.price@jpmorgan.com,,List Import
11166452,Inactive Investor,Matthew Alvarenga,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",matthew.alvarenga@nm.com,,Salesforce
11163951,Inactive Investor,Marcelo Andres Gomez,,"Banorte Securities International, LTD.",,,Salesforce
10836146,Inactive Investor,Milinda Ceglia,Chief Financial Officer;Managing Director;Managing Member,Crewcial Partners LLC New York NY 750 3rd Ave,mceglia@crewcialpartners.com,,Salesforce
10892887,Inactive Investor,Tyler Freeman,Financial Advisor,LPL Financial LLC Golden CO 1746 Cole Blvd,tyler.freeman@lpl.com,,Salesforce
10841136,Inactive Investor,Ashley Gerner,Financial Advisor,Edward Jones Wahpeton ND 7925 180th Ave SE,ashley.gerner@edwardjones.com,,Salesforce
10873324,Inactive Investor,Jason Johnson,Wealth Advisor,LPL Financial LLC Spokane WA 906 W 2nd Ave,jason.e.johnson@lpl.com,,Salesforce
249007,,Sergo Vashakmadze,CEO,Rainmaker Partners,sergo.vashakmadze@rainmaker.partners,,Manual List Upload
10961571,Inactive Investor,Janet Mott,,"Osaic Wealth, Inc. Franklin TN 1204 Vintage Grove Ln",,,Salesforce
9643847,,Zulkifli Yahaya,,,zulkifliyahaya67@gmail.com,,List import
350866,,Brad Phillips,Vice President,Incline Equity Partners,brad.phillips@inclineequity.com,412-315-7800,Manual List Upload
9580661,,Lewis Spellman,,,lew@beckcapitalmanagement.com,,List import
10644383,,Martin Sims,,,martin.a.sims@chase.com,,List Import
10788928,Inactive Investor,Jillian Polanco,Market Director,J.P. Morgan Securities LLC New York NY 1411 Broadway,jillian.lastra@chase.com,,Salesforce
11054751,Inactive Investor,Ray Meyer,,PFS Investments Inc. Kansas City MO 2301 Burlington St,ray.meyer@primerica.com,,Salesforce
11121405,Inactive Investor,Michael Crenshaw,,"Northwestern Mutual Investment Services, LLC Alpharetta GA 3440 Preston Ridge Rd",michael.c.crenshaw@nm.com,,Salesforce
10982762,Inactive Investor,Zachary Ziegler,,"Northwestern Mutual Investment Services, LLC San Diego CA 9915 Mira Mesa Blvd",zachary.ziegler@nm.com,,Salesforce
10933616,Inactive Investor,Mary Taylor,,Morgan Stanley Newport News VA 701 Town Center Dr,,,Salesforce
11205160,Inactive Investor,Heather Fried,,State Farm VP Management Corp. Mandan ND 1003 Sunset Dr,heatherfried@statefarm.com,,Salesforce
10933098,Inactive Investor,Morris Anderson,,State Farm VP Management Corp. Baton Rouge LA 412 N 4th St,morris.anderson.mtx0@statefarm.com,,Salesforce
10899915,Inactive Investor,John Deng,Private Client Banker,J.P. Morgan Securities LLC Austin TX 221 W 6th St,john.deng@jpmorgan.com,,Salesforce
10806029,Inactive Investor,Matthew Malten,Financial Advisor,Edward Jones Milwaukee WI 1233 N Mayfair Rd,matthew.malten@edwardjones.com,,Salesforce
10488609,,Christopher Welsh,President,Lorintine Capital,cwelsh@www.lorintine.com,,List import
11035079,Inactive Investor,Christopher Dieterich,,PFS Investments Inc. Phoenix AZ 13832 N 32nd St,cdieterich@primerica.com,,Salesforce
10762536,Inactive Investor,Ashley Hornsby,Financial Advisor,Edward Jones Atlanta GA 4401 Northside Pkwy NW,ashley.hornsby@edwardjones.com,,Salesforce
11237091,Inactive Investor,Christopher Goodmacher,Co-Founder,Uprise Advisers LLC,,,Salesforce
11059651,Inactive Investor,Tywon Pelzer,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,tywon_pelzer@vanguard.com,,Salesforce
11114666,Inactive Investor,Paul Jorgensen,Financial Advisor,"Osaic Wealth, Inc. Henrico VA 3711 Westerre Pkwy",,,Salesforce
11025190,Inactive Investor,Hunter Emmons,,"Northwestern Mutual Investment Services, LLC Peachtree Corners GA 5445 Triangle Pkwy",,,Salesforce
11167863,Inactive Investor,Marjorie Amico,,Cetera Investment Services LLC Freedom NH Private Residence,marjorie.amico@ceterais.com,,Salesforce
11033102,Inactive Investor,Robert Berard,Financial Advisor,"Ameriprise Financial Services, LLC West Harrison NY 2 Westchester Park Dr",robert.e.berard@ampf.com,,Salesforce
10658688,,David Eklin,,,david.eklin@fidelity.com,,List Import
9622270,,Fernando Escano,,,fernando.escano@gmail.com,,List import
10935059,Inactive Investor,Andrew Krongold,Chief Financial Officer;Member;Partner,"Spinnaker Investment Group, LLC",andrew@spinninvest.com,,Salesforce
9583254,,Charles & Pilar Ushela,,,minas.andinas@amazonasgroup.com,,List import
665,,,,,psmith2094@seznam.cz,,
11049776,Inactive Investor,James Nocerino,,"Osaic Institutions, Inc. Wallingford CT 6 N Main St",jnocerino@infinexgroup.com,,Salesforce
11140534,Inactive Investor,Nicholas Niehaus,,"Fifth Third Securities, Inc. Milford OH 1095 State Rte 28",nicholas.niehaus@53.com,,Salesforce
7038853,,Kabiru Adebayo,,,kabiruayo25@gmail.com,,Web Form Fillout
10917900,Inactive Investor,Randee Schultze,,"Cambridge Investment Research, Inc.",,,Salesforce
11012848,Inactive Investor,Veronica Stackhouse,,"Allstate Financial Services, LLC",veronica.stackhouse@allstate.com,,Salesforce
11200544,Inactive Investor,Casey Chambers,,MWA Financial Services Inc. Greenville SC 2507 Wade Hampton Blvd,casey.c.chambers@mwarep.org,,Salesforce
9541525,,Chrsitopher Fallen,,,ctfallen@gmail.com,,List import
10860121,Inactive Investor,Austin Jett,Financial Consultant;Regional Vice President,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",austin.jett@equitable.com,,Salesforce
11080927,Inactive Investor,James Ottomano,,"Allstate Financial Services, LLC Ambler PA 874 E Welsh Rd",jottomano@allstate.com,,Salesforce
9632854,,Tom Connors,,,thomas.connors@sgx.com,,List import
11210260,Inactive Investor,Carson Roland,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",carson.roland@ml.com,,Salesforce
10971891,Inactive Investor,Michael Inman,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Oakland CA 180 Grand Ave",michael.inman@schwab.com,,Salesforce
10944046,Inactive Investor,Keri Vacanti,,Lincoln Investment Fairport NY 100 Cross Keys Office Park,kvacanti@lincolninvestment.com,,Salesforce
10991293,Inactive Investor,Zachary Lebo,Financial Advisor;Practice Support Associate,Thrivent Investment Management Inc. Camp Hill PA 4660 Trindle Rd,zachary.lebo@thrivent.com,,Salesforce
10875716,Inactive Investor,Arthur Ambarik,Chief Executive Officer;Financial Advisor;Partner,"Perigon Wealth Management, LLC",aambarik@perigonpartners.com,,Salesforce
10887624,Inactive Investor,David Brewer,,PFS Investments Inc. Omaha NE 10110 Nicholas St,david.brewer@primerica.com,,Salesforce
11019200,Inactive Investor,Raghunandana Rao,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,raghunandana.rao@jpmorgan.com,,Salesforce
11124341,Inactive Investor,Jenifer Mutari,Financial Advisor,Edward Jones Denver CO 600 S Cherry St,jenifer.mutari@edwardjones.com,,Salesforce
9586634,,Dinesh Kimar,,,zoohak6383@gmail.com,,List import
10805891,Inactive Investor,Tammy Head,Senior Vice President - Wealth Management,UBS Financial Services Inc. Anchorage AK 3000 A St,tammy.head@ubs.com,,Salesforce
10611255,,Christopher Maciejak,Associate Financial Advisor,,christopher.e.maciejak@ampf.com,,List Import
10934747,Inactive Investor,Thomas Harps,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",thomas.harps@firstcitizens.com,,Salesforce
11210423,Inactive Investor,Maria Trashorras,,J.P. Morgan Securities LLC Miami FL 16207 SW 88th St,maria.d.trashorras@chase.com,,Salesforce
10989253,Inactive Investor,James Mcintyre,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11032654,Inactive Investor,Jonathan Crooks,,"Northwestern Mutual Investment Services, LLC Saint Petersburg FL 700 Central Ave",,,Salesforce
11053317,Inactive Investor,Lisa Grassbaugh,Financial Advisor,"Ameriprise Financial Services, LLC Killbuck OH 165 N Main St",lisa.grassbaugh@ampf.com,,Salesforce
10819654,Inactive Investor,Peter Corrigan,,"RBC Capital Markets, LLC",,,Salesforce
11187193,Inactive Investor,Coleen Wilson,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,coleen.wilson@primerica.com,,Salesforce
10882240,Inactive Investor,Chase Carpenter,Financial Advisor,"Ameriprise Financial Services, LLC Ionia MI 111 N Depot St",chase.m.carpenter@ampf.com,,Salesforce
10764298,Inactive Investor,Robert Ramsey,Managing Director,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,rramsey@rwbaird.com,,Salesforce
10953280,Inactive Investor,Rene Negron,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Miami FL 9130 S Dadeland Blvd",rene.negron@equitable.com,,Salesforce
10510719,,Stefanie Macchia,"Head of Marketing, Americas",S&P Dow Jones Indices,stefanie.macchia@spglobal.com,,List Import
235464,, -,,[[Unknown]],hugoictreto@gmail.com,,
10804313,Inactive Investor,Dennis Cooney,,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",dennis.cooney@wellsfargoadvisors.com,,Salesforce
11222255,,Austin Krewson,,,akrewson@wealthenhancement.com,,List Import
11190905,Inactive Investor,Reagan Pettey,Financial Advisor,LPL Financial LLC Houston TX 7908 N Sam Houston Pkwy,reagan.pettey@lpl.com,,Salesforce
10833959,Inactive Investor,John Rolfes,Financial Advisor,"Ameriprise Financial Services, LLC Brighton MI Private Residence",matt.rolfes@ampf.com,,Salesforce
1748197,,Richard Choi,,[Unknown],tillamookag@hotmail.com,,
10779849,Inactive Investor,David Fletcher,Vice President - Investments,"Raymond James & Associates, Inc. Charlotte NC 6805 Carnegie Blvd",ben.fletcher@raymondjames.com,,Salesforce
11053102,Inactive Investor,Christopher Olsen,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Lodi CA 801 S Ham Ln",christopher.j.olsen@ampf.com,,Salesforce
11170534,Inactive Investor,Christopher Shuck,Financial Planner;Financial Professional,"MML Investors Services, LLC Minneapolis MN 100 S 5th St",cshuck@financialguide.com,,Salesforce
10464862,,Christopher Dunlap,,,christopher.dunlap@canadalife.com,,Web Form Fillout
9645948,,osvaldo ordorica,,,osvaldo.ordorica@gmail.com,,List import
11166328,Inactive Investor,Kenneth Lawhead,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fayetteville NC 2550 Ravenhill Dr",kenneth.lawhead@ml.com,,Salesforce
10923962,Inactive Investor,Hayden Lipp,Investment Advisor;Managing Partner,Hayden Lipp Registered Investment Advisor,,,Salesforce
11125414,Inactive Investor,Babak Haghighi,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10964165,Inactive Investor,Jake Orlando,Financial Advisor,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
5351684,,Jonh Sinta,,,radagi1160@sunetoa.com,,Web Form Fillout
11074965,Inactive Investor,Jordan Fujarski,,Morgan Stanley Farmington MI 35055 W 12 Mile Rd,jordan.fujarski@morganstanley.com,,Salesforce
11149210,Inactive Investor,Christopher Nixon,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Philadelphia PA 1650 Market St",christopher.nixon@schwab.com,,Salesforce
10781065,Inactive Investor,Michael Krawczyk,Advisory Consultant,"TIAA-CREF Individual & Institutional Services, LLC Waxhaw NC Private Residence",michael.krawczyk@tiaa.org,,Salesforce
9625756,,Drew Watson,,,drew.watson7@gmail.com,,List import
9595309,,Kym Davis,,,kym@invictafg.com,,List import
10833375,Inactive Investor,Darrin McAninch,Financial Planner,"Osaic FA, Inc. Cincinnati OH 8044 Montgomery Rd",darrin.mcaninch@lfg.com,,Salesforce
10779750,Inactive Investor,Daniel Klionsky,Financial Advisor;Senior Vice President,Morgan Stanley Pittsburgh PA 1 PPG Pl,daniel.klionsky@morganstanley.com,,Salesforce
10809170,Inactive Investor,Carlos Centeno,Client Service Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,,,Salesforce
11098294,Inactive Investor,Paul Rippy,,PFS Investments Inc. Mount Juliet TN 1550 N Mount Juliet Rd,prippy@primerica.com,,Salesforce
9562384,,Leonardo Mendoza Bernuy,,,leonardomen7@gmail.com,,List import
10842393,Inactive Investor,Tandi Stevens,,"Raymond James Financial Services, Inc. Springdale AR 7260 Village Park Ave",tandi.stevens@raymondjames.com,,Salesforce
7721,,Gabriel Trif,,Boundless AT,gabe@boundlessat.com,,Direct
9582998,,Elie KABRE,,,ekabrelie@gmail.com,,List import
11180884,Inactive Investor,Louise Pumphrey,,"Pruco Securities, LLC. Phoenix AZ 2325 E Camelback Rd",louise.pumphrey@prudential.com,,Salesforce
11180314,Inactive Investor,Robbie Bryson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robbie_bryson@vanguard.com,,Salesforce
11167697,Inactive Investor,Francis Giordano,Financial Advisor,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,francis.giordano@ubs.com,,Salesforce
10979539,Inactive Investor,Christina Keating,,Vanguard Marketing Corporation,christina_keating@vanguard.com,,Salesforce
10659683,,Robert Chiappetta,,,robert.chiappetta@wellsfargoadvisors.com,,List Import
11146341,Inactive Investor,Phil Mcdonnell,Chief Compliance Officer;Chief Operating Officer,JRM Investment Counsel.,phil@jrminvestmentcounsel.com,,Salesforce
10817713,Inactive Investor,Robert Mendel,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,robert.mendel@primerica.com,,Salesforce
9573837,,Amper Amp,,,gakkejugni@vusra.com,,List import
11115729,Inactive Investor,Eli Stevens,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10800781,Inactive Investor,Michele Olshanski,Financial Advisor,Edward Jones Pewaukee WI 1300 Capitol Dr,michele.olshanski@edwardjones.com,,Salesforce
9636276,,Brian Stead,,,brian@broxtoncapital.com,,List import
10893795,Inactive Investor,Sean Milligan,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
11068322,Inactive Investor,Elena Martinez,Private Client Advisor;Senior Vice President,J.P. Morgan Securities LLC Boulder CO 1301 Canyon Blvd,elena.p.martinez@jpmorgan.com,,Salesforce
11167932,Inactive Investor,Valerie Erfort,Wealth Management Associate,UBS Financial Services Inc. Barrington IL 303 E Main St,valerie.erfort@ubs.com,,Salesforce
9540511,,Robert bobf@warbergam.com,,Warberg,bobf@warbergam.com,,List Import
10958215,Inactive Investor,Wai Yin Chung,,J.P. Morgan Securities LLC New York NY 176 Canal St,wai.y.chung@chase.com,,Salesforce
10904517,Inactive Investor,Kevin Murphy,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",,,Salesforce
10980096,Inactive Investor,Maribel Marron,,"Allstate Financial Services, LLC Chicago IL 3101 W Armitage Ave",,,Salesforce
10943626,Inactive Investor,Nicolas Apostolides,,Goldman Sachs & Co.,,,Salesforce
4321290,,Jimis Jeck,,,juanitablue@putrajayabaya.skom.id,,Web Form Fillout
11074633,Inactive Investor,Adam Kilibarda,Investment Representative,LPL Financial LLC Minneapolis MN 9790 Schreiber Ter N,adam.kilibarda@lpl.com,,Salesforce
11090019,Inactive Investor,William Tyler,Co-Founder;Member,"Tyler-Stone Wealth Management, LLC",william.tyler@tyler-stone.com,,Salesforce
10935054,Inactive Investor,Leon Horn,Financial Advisor,Edward Jones Stevens PA 1828 N Reading Rd,lee.horn@edwardjones.com,,Salesforce
10758440,Inactive Investor,Allen Liebb,Family Wealth Advisor;Financial Advisor;Financial Planning Specialist;Senior Investment Management Consultant;Senior Vice Presid,Morgan Stanley New York NY 399 Park Ave,allen.liebb@morganstanley.com,,Salesforce
10960772,Inactive Investor,Mason Marshburn,,"Next Financial Group, Inc. Chico CA 3201 Esplanade",mmarshburn@nextfinancial.com,,Salesforce
10617079,,Justin Pisellini,,,justin.pisellini@lpl.com,,List Import
9628919,,Jeffrey Donenberg,,,jdonenberg@firstbankhp.com,,List import
9629480,,John Beaver,,,pcspamstuff@gmail.com,,List import
10926496,Inactive Investor,Alexandra Cerda,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,alexandra.cerda@jpmorgan.com,,Salesforce
11001344,Inactive Investor,Michael Williams,Financial Advisor,"VALIC Financial Advisors, Inc. Buffalo NY 52 S Union Rd",,,Salesforce
11024261,Inactive Investor,Marianne Arvanites,Assistant Vice President;Senior Client Associate;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",marianne_arvanites@ml.com,,Salesforce
9627781,,Erkan SANLI,,,sanlerkan@gmail.com,,List import
9628028,,Adam Steele,,,adam.steele@schwab.com,,List import
226909,, -,,[[Unknown]],thenewyoucg@yahoo.com,,
9612910,,Douglas Baker,,,douglas.baker@nuveen.com,,List import
10905630,Inactive Investor,Paul Siebert,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,paulsiebert@statefarm.com,,Salesforce
10795068,Inactive Investor,Jonathan Bower,Financial Advisor,LPL Financial LLC Grand Rapids MI 3033 Orchard Vista Dr SE,jon.bower@lpl.com,,Salesforce
11222326,,John Carroll,,,john.carroll@rothschildandco.com,,List Import
10921938,Inactive Investor,Christopher Phillips,,NYLIFE Securities LLC Morgantown WV 2900 University Ave,cphillips@ft.newyorklife.com,,Salesforce
9582845,,Dincan wush,,,duncantablet777@gmail.com,,List import
10611462,,David Piersol,Financial Advisor,,dave.piersol@edwardjones.com,,List Import
10819834,Inactive Investor,Robert Sandrew,Chief Growth Officer,Integrated Wealth Concepts LLC San Diego CA 12555 High Bluff Dr,,,Salesforce
10893012,Inactive Investor,Jeffrey Stevens,Chief Compliance Officer;Investment Advisor Representative;Managing Member;Member;President,"Preferred Wealth Advisors, LLC",jeff@preferredretirementstrategies.com,,Salesforce
10835634,Inactive Investor,Robert Bein,,The Huntington Investment Company Chicago IL 222 N La Salle St,,,Salesforce
10958148,Inactive Investor,Ken Pham,,"U.S. Bancorp Investments, Inc. Edmonds WA 140 4th Ave S",ken.pham@usbank.com,,Salesforce
11122184,Inactive Investor,Jeffrey Keck,Financial Advisor,Edward Jones Augusta GA 3730 Executive Center Dr,j.keck@edwardjones.com,,Salesforce
9561732,,Alex Bryer,,,abryer@snowdenlane.com,,List import
10973669,Inactive Investor,Garret Parr,Financial Advisor,Edward Jones Bartlesville OK 2321 Nowata Pl,garret.parr@edwardjones.com,,Salesforce
11100951,Inactive Investor,Suzanne Lengyel,Financial Advisor;Vice President,Morgan Stanley New York NY 399 Park Ave,suzanne.lengyel@morganstanley.com,,Salesforce
9581639,,Steven Knudson,,,sknudson@massmutual.com,,List import
10799599,Inactive Investor,William Jolly,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Hot Springs National Park AR 3955 Central Ave",,,Salesforce
10505830,,Jerald Ciekot,VP,Stifel,ciekotj@stifel.com,410-527-1138,List import
10822941,Inactive Investor,Helen Abe,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Greenbrae CA 300B Drakes Landing Rd",helen.abe@rbc.com,,Salesforce
11163102,Inactive Investor,Christopher Campbell,,"MML Investors Services, LLC Atlanta GA 1055 Howell Mill Rd NW",,,Salesforce
11009145,Inactive Investor,Ho Yeul Lee,,Janney Montgomery Scott LLC Atlanta GA 1475 Peachtree St NE,,,Salesforce
10678170,,Nick Nick,,,nick_allen@dominatingkeywords.com,,Web Form Fillout
11138474,Inactive Investor,Valerie Malley,,"First Command Brokerage Services, Inc. Fairfax VA 12150 Monument Dr",vhmalley@firstcommand.com,,Salesforce
10846192,Inactive Investor,Larysa Smykovskaya,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,larysa.smykovskaya@fmr.com,,Salesforce
10906515,Inactive Investor,Lisle Ramsey,Financial Advisor,LPL Financial LLC Saint Louis MO 8860 Ladue Rd,lisle.ramsey@lpl.com,,Salesforce
11081841,Inactive Investor,Mark Sherman,,"Avantax Investment Services, Inc. Noblesville IN 408 S 9th St",,,Salesforce
11183016,Inactive Investor,Matthew Thorp,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Vancouver WA 1607 Main St",matthew.thorp@usbank.com,,Salesforce
10910050,Inactive Investor,Richard Bergstrom,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Tallahassee FL 1435 Piedmont Drive E",richard.n.bergstrom@ampf.com,,Salesforce
10792817,Inactive Investor,Dickens Fowler,Assistant Vice President;Complex Risk Manager,Morgan Stanley Hartford CT 225 Asylum St,dickens.fowler@morganstanley.com,,Salesforce
9415052,,Johny Dempsey,,,dempseyjohnny2@gmail.com,7069621717,Web form fillout
9553496,,c3works mtc,,,newletters@c3works.com,,List import
9591060,,MUHAMMAD BIN MUSTAPA,,,hazimmustapa99@gmail.com,,List import
10931023,Inactive Investor,Dorinda Crump,,Cetera Advisor Networks LLC Jefferson City MO 101 E McCarty St,,,Salesforce
11183824,Inactive Investor,Patrick Haase,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,,,Salesforce
10934808,Inactive Investor,Matthew Thomasson,,Cetera Financial Specialists LLC Cape Girardeau MO 16 S Silver Springs Rd,matthew.thomasson@ceterafs.com,,Salesforce
10955853,Inactive Investor,Duncan Macfarlane,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",duncan.macfarlane@tiaa.org,,Salesforce
10960581,Inactive Investor,Quinn McCoy,,State Farm VP Management Corp. Broomfield CO 7535 W 92nd Ave,quinn.mccoy.ud3v@statefarm.com,,Salesforce
10801551,Inactive Investor,Vaishali Trivedi,Premier Banker,"Wells Fargo Clearing Services, LLC Fort Mill SC 2890 Hwy 160 W",vaishali.k.trivedi@wellsfargo.com,,Salesforce
350695,,Benjamin Markiles,Analyst,Loancore Capital Credit Advisor Llc,bmarkiles@loancore.com,203-861-6000,Manual List Upload
10943424,Inactive Investor,Darin Maddy,,Country Capital Management Company McMinnville OR 616 NE Baker St,d.maddy@countryfinancial.com,,Salesforce
9594809,,Dan Wolford,,,dwolford@swisherfinancial.com,,List import
9637831,,Amy Robinson,,,abcoleman@kresge.org,,List import
11043059,Inactive Investor,Carter Johns,Financial Advisor,LPL Financial LLC Chesapeake VA 505 Independence Pkwy,carter.johns@lpl.com,,Salesforce
9621287,,Malou Babilonia,,,mabutanding@protonmail.com,,List import
10861794,Inactive Investor,Ryan Bomberry,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Everett WA 2707 Colby Ave",ryan.bomberry@ml.com,,Salesforce
9580878,,Jon Espinoza,,,jpespinoza@ft.newyorklife.com,,List import
10806386,Inactive Investor,Richard Vanwaalwijk,,"Northwestern Mutual Investment Services, LLC White Plains NY 50 Main St",richard.vanwaalwijk@nm.com,,Salesforce
141685,,Montague Cyzer,,[Unknown],montycyzer@hotmail.com,,source
10911235,Inactive Investor,Thomas Simon,,"Northwestern Mutual Investment Services, LLC Saint Louis MO 10805 Sunset Office Dr",thomas.simon@nm.com,,Salesforce
9621198,,Kevin Catapang,,,kevin.catapang@outlook.com,,List import
9583934,,Karen Stephens,,,karen.stephens@valic.com,,List import
11162281,Inactive Investor,John Lapwing,,"Raymond James & Associates, Inc.",john.lapwing@raymondjames.com,,Salesforce
203451,,Perry Neuman,Senior Director,"Hightower Advisors, Llc",pneuman@hightoweradvisors.com,470-289-1750,
198777,,Timothy Parker,Managing Partner,Regency Wealth Management,tparker@regencywealth.com,201-447-5850,Manual List Upload
6554664,,Robert Jendryka,,,robertjendryka@gmail.com,,Web Form Fillout
10925149,Inactive Investor,Briana Looney,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10979306,Inactive Investor,Frederik Koors,,"Farmers Financial Solutions, LLC Westlake Village CA 2535 Townsgate Rd",dkoors@farmersagent.com,,Salesforce
9562088,,Ricardo Aragon,,,richieonline144@gmail.com,,List import
11035415,Inactive Investor,Shaun Tellock,,LPL Financial LLC Appleton WI 2915 W College Ave,shaun.tellock@lpl.com,,Salesforce
9602814,,James Simmons,,,darby@thesimmonspartnership.com,,List import
10997131,Inactive Investor,Steven Versage,,Grant Williams L.P.,,,Salesforce
11059993,Inactive Investor,Terri Ritchie,Executive Vice President;Relationship Manager,"Suncoast Equity Management, LLC",tritchie@suncoastequity.com,,Salesforce
11112150,Inactive Investor,Ulyana Leskiv,,"Ameriprise Financial Services, LLC Mount Laurel NJ 1000 Howard Blvd",ulyana.leskiv@ampf.com,,Salesforce
11042972,Inactive Investor,Susan Shollenberger,,"Farmers Financial Solutions, LLC Berlin MD 116 Broad St",sshollenberger@farmersagent.com,,Salesforce
11072509,Inactive Investor,Zachary Roberts,Private Client Advisor,J.P. Morgan Securities LLC Marina del Rey CA 4676 Admiralty Way,zachary.l.roberts@jpmorgan.com,,Salesforce
11163568,Inactive Investor,Stephen Grant,,"Hornor, Townsend & Kent, LLC Greenville SC 420 E Park Ave",sgrant@htk.com,,Salesforce
11221984,,Michael Gorbell,,,mgorbell@wealthenhancement.com,,List Import
9594653,,Michael Cyrs,,,mcyrs@savantcapital.com,,List import
373535,,Sjoerd Huitema,,[Unknown],s.g.huitema@gmail.com,,source
11095940,Inactive Investor,Avram Fisher,Chief Compliance Officer;Chief Investment Officer;Founder;Principal,"Long Cast Advisers, LLC",avi@longcastadvisers.com,,Salesforce
9575789,,Maria De Leon,,,mdeleon@consonancecapital.com,,List import
11231135,Inactive Investor,Jiovani Lerin,,Fidelity Brokerage Services LLC Friendswood TX 18710 Gulf Fwy,,,Salesforce
336164,,Jonathan Weitz,"Director, Chief Operating Officer",Johcm (usa) Inc,jweitz@johcm.com,617-993-0701,Manual List Upload
5117986,,James Hollinger,,,compact.team0a@icloud.com,,Web Form Fillout
11121979,Inactive Investor,Matthew Hesse,Financial Advisor,"Equitable Advisors, LLC Syracuse NY 120 Madison St",matthew.hesse@equitable.com,,Salesforce
9607350,,Kristin Sindoni,,,ksindoni@conservest.com,,List import
11087479,Inactive Investor,Bethany Bouche,,PFS Investments Inc. Green Bay WI 2600 Woodale Ave,bbouche@primerica.com,,Salesforce
10898371,Inactive Investor,Alfonso Citarella,,PFS Investments Inc. Allentown PA 7310 Tilghman St,alfonso.citarella@primerica.com,,Salesforce
10932386,Inactive Investor,Philip Capriotti,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,Empower Wealth Management,philip@empoweringretirement.com,,Salesforce
10906630,Inactive Investor,Adam Wright,Chief Compliance Officer;Chief Investment Officer;Financial Advisor;Managing Partner;Managing Principal,Wright Associates,adam@kswrightassociates.com,,Salesforce
11100766,Inactive Investor,Charles Collins,,Van Clemens & Co. Incorporated,jcollins@vanclemens.com,,Salesforce
10612900,,Scott Levin,Financial Advisor,,scott.levin@lpl.com,,List Import
10928429,Inactive Investor,Travis Beaver,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10796920,Inactive Investor,David Smith,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Winston Salem NC 380 Knollwood St,dn.smith@ubs.com,,Salesforce
9611976,,Nick Fabiano,,,wwewwe@i.ua,,List import
9637245,,John Eberhart,,,jeberhart@csa-financial.com,,List import
11172872,Inactive Investor,Dana Lopez,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated McLean VA 8300 Greensboro Dr",dana.l.lopez@bofa.com,,Salesforce
10925233,Inactive Investor,Edward Neuner,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,edward.neuner@edwardjones.com,,Salesforce
10845405,Inactive Investor,Scott Oeth,Principal - Wealth Management,"Cahill Financial Advisors, Inc.",scott@cahillfa.com,,Salesforce
10986031,Inactive Investor,Fernando Gonzalez,,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",fernando.gonzalez@raymondjames.com,,Salesforce
10896477,Inactive Investor,Brandi Blaylock,Financial Advisor,Edward Jones Wichita KS 8625 E 37th St N,brandi.blaylock@edwardjones.com,,Salesforce
10824918,Inactive Investor,Robert Schilling,,"Realta Equities, Inc. Stevensville MD Private Residence",rschilling@coastal-one.com,,Salesforce
10824911,Inactive Investor,Russell Winthrop,Financial Advisor,WealthCare Investment Partners LLC,russell.winthrop@wcipllc.com,,Salesforce
10928693,Inactive Investor,Kelly Malatesta,Investment Executive,"Fifth Third Securities, Inc. Union KY 9001 US Hwy 42",kelly.malatesta@53.com,,Salesforce
11189357,Inactive Investor,Stephen Elsier,,"Horace Mann Investors, Inc. Monroeville PA 4400 Old William Penn Hwy",stephen.elsier@horacemann.com,,Salesforce
10950608,Inactive Investor,Rex Ramirez,Associate,Edward Jones Arlington Heights IL 1504 N Arlington Heights Rd,rex.ramirez@edwardjones.com,,Salesforce
11004935,Inactive Investor,Doris Roman,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,3yyfs@primerica.com,,Salesforce
10862541,Inactive Investor,Jeffrey Dalton,,"Allstate Financial Services, LLC Kingsport TN 1021 W Stone Dr",jeffreydalton@allstate.com,,Salesforce
9638617,,Rosanne Mastrangelo,,,rosanne.mastrangelo@wne.edu,,List import
10792158,Inactive Investor,Damon Holdaway,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,damon.holdaway@fidelity.com,,Salesforce
11004226,Inactive Investor,Davidson Hepburn,,"Northwestern Mutual Investment Services, LLC Atlanta GA 1100 Peachtree St NE",davidson.hepburn@nm.com,,Salesforce
9577460,,David Sims,,,sims.david@principal.com,,List import
11184503,Inactive Investor,Byron Dyck,Wealth Management Advisor,Cedrus LLC,bdyck@cedrusfinancial.com,,Salesforce
11210761,Inactive Investor,Youngro Yoon,Senior Analyst - Equity Research,Fisher Investments,,,Salesforce
9569464,,Md Mostafa Kamal,,,mkpasa4@gmailml.com,,List import
10928721,Inactive Investor,Joseph Moore,Financial Services Representative,"MML Investors Services, LLC Bedford NH 360 Rte 101",,,Salesforce
233383,, -,,[[Unknown]],furdan@gmail.com,,Paid Search
10936312,Inactive Investor,Lizette Campbell,,PFS Investments Inc. East Hartford CT 45 Connecticut Blvd,lizette.campbell@primerica.com,,Salesforce
223491,,Sam Eskandari,Managing Director,Plutus Bridge Capital Inc,sam@plutusbridge.com,,
10770316,Inactive Investor,John Faler,Financial Advisor;Portfolio Manager;Vice President - Wealth Management,Morgan Stanley Palm Harbor FL 4114 Woodlands Pkwy,john.faler@morganstanley.com,,Salesforce
11185595,Inactive Investor,Nathan Ney,,PFS Investments Inc. Overland Park KS 8500 W 110th St,nathan.ney@primerica.com,,Salesforce
121751,,Lamont Lee,,Wizardllc,paladin333@comcast.net,7738511136,
11140526,Inactive Investor,Kenneth Sipe,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Columbia SC 250 Berryhill Rd",rusty.sipe@mutualofomaha.com,,Salesforce
117527,,Thomas Austell,Advisor,"MML Investors Services, LLC",taustell@financialguide.com,980-272-7222,
42977,,Scott Melnick,,Lincoln Financial Advisors Corporation,scott.melnick@lfg.com,800-237-3813,
10911985,Inactive Investor,Zachary Elliott,Financial Advisor,LPL Financial LLC Rolla MO 1804 N Bishop Ave,zachary.elliott@lpl.com,,Salesforce
10486494,,Matthew Goodrich,Financial Professional,"MML Investors Services, LLC",matthewgoodrich@financialguide.com,,List Import
11120141,Inactive Investor,Andrew Hite,Private Banker,Citigroup Global Markets Inc. Greenwich CT 3 Greenwich Office Park,andrew.hite@citi.com,,Salesforce
10876792,Inactive Investor,Jeffrey Cooper,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9556691,,Kesh Misra,,,mail@misraonline.co.uk,,List import
9576861,,AHMED SULAYMAN,,,magheebahmed@gmail.com,,List import
370534,,Randall Gerber,,United States,rgerberr004@gmail.com,,Salesforce
339604,,Matt Strabone,Associate,"Palladium Equity Partners Advisor, Llc",mstrabone@palladiumequity.com,212-218-5150,Manual List Upload
9546289,,Didier DuPont,,,jdep20596@gmail.com,,List import
10619347,,Robert Grasso,,,robert.grasso@morganstanley.com,,List Import
10948233,Inactive Investor,Jose Delcarmen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Moreno Valley CA 22900 Centerpoint Dr",jose.delcarmen@ml.com,,Salesforce
10982436,Inactive Investor,Ryan Dohlman,,"Bankers Life Securities, Inc. Waterloo IA 1850 W Ridgeway Ave",ryan.dohlman@bankerslife.com,,Salesforce
11174628,Inactive Investor,Charles Albrecht,Financial Advisor,"Ameriprise Financial Services, LLC Melville NY 445 Broadhollow Rd",charles.p.albrecht@ampf.com,,Salesforce
10799268,Inactive Investor,Michael Netznik,Financial Advisor,"Ameriprise Financial Services, LLC Allentown PA 1045 S Cedar Crest Blvd",michael.2.netznik@ampf.com,,Salesforce
10929592,Inactive Investor,Ronald Ciotoli,,"Pruco Securities, LLC. Endicott NY 3401 E Main St",ronald.ciotoli@prudential.com,,Salesforce
10792683,Inactive Investor,Jennifer Schimanski,Administrative Assistant;Paraplanner,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",jennifer.e.ewan@ampf.com,,Salesforce
10835605,Inactive Investor,Cody Wimer,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Pittsburgh PA 1501 Reedsdale St",c.wimer@wfafinet.com,,Salesforce
9616551,,TOM ROMERO -,,,romtom435@gmail.com,,List import
11171994,Inactive Investor,Brock Martin,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,btmartin01@ft.newyorklife.com,,Salesforce
111647,,Shawn McKie,,United States,smckie19@gmail.com,,
9596611,,George Westphalen,,,gwestphalen@gmail.com,,List import
11161081,Inactive Investor,Thomas Krebs,Financial Advisor,"Osaic Wealth, Inc. Irvine CA 2040 Main St",,,Salesforce
10841461,Inactive Investor,Chelsy Jannusch,,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",,,Salesforce
10858032,Inactive Investor,Michael Ridley,,"Farmers Financial Solutions, LLC Frisco TX 8380 Warren Pkwy",,,Salesforce
10799217,Inactive Investor,Jeffrey Alecci,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,jeffrey.alecci@ubs.com,,Salesforce
10958697,Inactive Investor,Taylor Cook,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",,,Salesforce
10956857,Inactive Investor,Caleb McSorley,Investment Advisor,Fisher Investments,,,Salesforce
10861294,Inactive Investor,Ronald Salley,,NYLIFE Securities LLC Gulfport MS Private Residence,rsalley@ft.newyorklife.com,,Salesforce
9545241,,Ronaldo Gonzalez,,,ronaldo.gonzalez@gmail.com,,List import
9546594,,Monique Inniss,,,moniqueinniss@ymail.com,,List import
11181551,Inactive Investor,Larry Malles,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Forest IL 100 Saunders Rd",larry.malles@wellsfargoadvisors.com,,Salesforce
11196691,Inactive Investor,Audrey Wheat,,"CapFinancial Securities, LLC.",,,Salesforce
11159164,Inactive Investor,Jeffrey Ricketts,,NYLIFE Securities LLC Anaheim CA 2400 E Katella Ave,jricketts@ft.newyorklife.com,,Salesforce
351272,,Carol Mammone,Investment Advisor Representative,Abbondandolo Wealth Management Corp,carol@awmny.com,516-674-9229,Manual List Upload
10891399,Inactive Investor,Kevin Burns,Financial Advisor,"CUSO Financial Services, L.P. Marina Del Rey CA Private Residence",,,Salesforce
10949340,Inactive Investor,Brian Barry,,J.P. Morgan Securities LLC Portland OR 1211 SW 5th Ave,brian.barry@jpmorgan.com,,Salesforce
10921345,Inactive Investor,David Hensel,Financial Planner,"Osaic FA, Inc. Westlake OH 2001 Crocker Rd",david.hensel@lfg.com,,Salesforce
10954927,Inactive Investor,Sandra Diaz,,UBS Financial Services Inc.,sandra.diaz@ubs.com,,Salesforce
9542544,,Florentin Lemaire,,,florentin.lemaire@gmail.com,,List import
77992,,Donna Barnhill,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",donna.barnhill@transamerica.com,859-977-8902,
10853066,Inactive Investor,Mary Petrucci,,"Trustmont Financial Group, Inc. Confluence PA 710 Oden St",mlpetrucci@trustmontgroup.com,,Salesforce
10977429,Inactive Investor,Courtney Tracy,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10754740,Inactive Investor,George Milani,,Fidelity Brokerage Services LLC New York NY 2070 Broadway,george.milani@fidelity.com,,Salesforce
9633759,,Dale Ferguson,,,dale_ferguson@hotmail.com,,List import
11183197,Inactive Investor,Laura Isanuk,Member,Sustainable Advisors Alliance LLC,laura@sustainableadvisorsalliance.com,,Salesforce
11042696,Inactive Investor,Samuel Pfister,Partner,"Checchi Capital Advisers, LLC",spfister@checchicapital.com,,Salesforce
10971876,Inactive Investor,Matthew Brewer,Private Client Banker,J.P. Morgan Securities LLC Oakland NJ 345 Ramapo Valley Rd,matthew.brewer@jpmorgan.com,,Salesforce
9552553,,Lesne Osiedle,,,lesne.osiedle@gmail.com,,List import
11178604,Inactive Investor,Craig Cozad,,J.P. Morgan Securities LLC Indianapolis IN 6910 W 38th St,craig.s.cozad@jpmorgan.com,,Salesforce
10903931,Inactive Investor,Philippe Burnah,Manager,"Wells Fargo Clearing Services, LLC Salt Lake City UT 201 S Main St",,,Salesforce
11068674,Inactive Investor,Jeffrey Goodnow,Chief Growth Officer,Potomac Fund Management Olathe KS Private Residence,jgoodnow@potomacfund.com,,Salesforce
9645527,,Ken Weakley,,,kweakley@indiana.edu,,List import
11185210,Inactive Investor,David Henesey,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 701 B St",david.henesey@ml.com,,Salesforce
10959521,Inactive Investor,Corey Banville,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
351543,,Charles Rainbolt,"Director, Risk Management",Cwa Asset Management Group,charles@cwafgi.com,239-434-7434,Manual List Upload
11033708,Inactive Investor,Michael Plouff,,"Allstate Financial Services, LLC Laguna Beach CA 1475 Glenneyre St",michaelplouff@allstate.com,,Salesforce
10805631,Inactive Investor,Christy Marley,,UBS Financial Services Inc. Riverside CA 3390 University Ave,christy.marley@ubs.com,,Salesforce
9560612,,Wonee Dougherty,,,wjdougherty@cressetwealth.com,,List import
11233850,Inactive Investor,William Flanagan,,Fidelity Brokerage Services LLC Santa Monica CA 1200 Wilshire Blvd,,,Salesforce
10884088,Inactive Investor,Terry Cyfers,,"Truist Investment Services, Inc. Charleston WV 300 Summers St",,,Salesforce
10847855,Inactive Investor,Steven Tisdell,Financial Advisor,"Equitable Advisors, LLC Falls Church VA 3141 Fairview Park Dr",steven.tisdell@equitable.com,,Salesforce
10856377,Inactive Investor,Jonathan Lindvig,Chief Compliance Officer;Chief Executive Officer;Partner;President,"Peachtree Wealth Advisors, Inc",,,Salesforce
11141817,Inactive Investor,Eric Kincade,Financial Advisor,"Wells Fargo Clearing Services, LLC Boulder CO 1960 28th St",eric.kincade@wellsfargo.com,,Salesforce
10803284,Inactive Investor,Todd Ferguson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Davison MI 1016 S State Rd",todd.ferguson@wfafinet.com,,Salesforce
11023301,Inactive Investor,Claudia Ros,Investment Advisor Representative,"OneAmerica Securities, Inc. Miami FL 7480 Bird Rd",,,Salesforce
11173759,Inactive Investor,Gary Taylor,Financial Advisor,Edward Jones Amherst VA 210 Ambriar Plz,gary.taylor@edwardjones.com,,Salesforce
57942,,Charles St Henry,Financial Associate,Thrivent Investment Management Inc.,charles.sthenry@thrivent.com,920-743-9143,
10896132,Inactive Investor,Robert Johnston,Financial Advisor,Edward Jones Lake Forest CA 1 Orch,robert.johnston@edwardjones.com,,Salesforce
11147969,Inactive Investor,Wayne Davis,Managing Director - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,wayne.davis2@ubs.com,,Salesforce
10787465,Inactive Investor,Gray Guy,,"Truist Investment Services, Inc. McLean VA 8200 Greensboro Dr",gray.guy@truist.com,,Salesforce
11180294,Inactive Investor,Sunylar Mao,,Fidelity Brokerage Services LLC Minneapolis MN 7740 France Ave S,,,Salesforce
11151441,Inactive Investor,Gerrald Giblin,,"Osaic Wealth, Inc. Houston TX 2001 Kirby Dr",,,Salesforce
10947921,Inactive Investor,Alexander Tuckman,Chief Compliance Officer;President,Wealth Management Partners of Los Angeles,atuckman@wmplainc.com,,Salesforce
11030814,Inactive Investor,John Zeuner,,"Raymond James Financial Services, Inc. Austin TX 1705 S Capital of Texas Hwy",john.zeuner@raymondjames.com,,Salesforce
10952672,Inactive Investor,Reed Mccoy,Wealth Advisor,GHP Investment Advisors Inc,rmccoy@ghpia.com,,Salesforce
9575246,,Robert Wax,,,twax@thornburg.com,,List import
9592490,,Gary Stanislawski,,,gary@regentfs.com,,List import
9636914,,William Boyer,,,wboyer@parsecfinancial.com,,List import
11201073,Inactive Investor,John Novak,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Dixon IL 739 N Brinton Ave",john.novak@ampf.com,,Salesforce
9618497,,Randi Kitt,,,rkitt@avalon-global.com,,List import
11066631,Inactive Investor,Neftali Acosta,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
81313,,Joshua Mbugua,Senior Financial Analyst,Illumina,mwenjajosh@gmail.com,,
10796281,Inactive Investor,Kurt Hirshman,Senior Financial Associate,"RBC Capital Markets, LLC Atlanta GA 3550 Lenox Rd NE",,,Salesforce
10813901,Inactive Investor,William Killorn,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Midlothian VA Private Residence",william.killorn@wellsfargoadvisors.com,,Salesforce
149972,,Shehab Nasef,,[Unknown],shehab.gnv@gmail.com,,
11175499,Inactive Investor,David Huff,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Southlake TX 950 E State Hwy 114",david.huff@ampf.com,,Salesforce
10793219,Inactive Investor,Jaime Hernandez,,"Parkland Securities, LLC Pacoima CA 14015 Van Nuys Blvd",jhernandez@parklandrep.com,,Salesforce
11017771,Inactive Investor,Brandon Hughes,,"Cambridge Investment Research, Inc. Farmington MI 31313 Northwestern Hwy",,,Salesforce
10889764,Inactive Investor,Frances Nicoletti,Financial Advisor,McAdam LLC,frank.nicoletti@mcadamfa.com,,Salesforce
11236844,Inactive Investor,Justin Berman,Co-Chairman;Co-Founder,"Cresset Asset Management, LLC Atlanta GA 3445 Peachtree Rd NE",,,Salesforce
336714,,John Valentine,Managing Member,"Ntv Asset Management, Llc",rvalentine@ntvam.com,304-353-9090,Manual List Upload
9558602,,sayed Ali,,,said.ali202038@gmaol.com,,List import
9582644,,Amanda Bingemer,,,amanda@pettinga.com,,List import
11190265,Inactive Investor,Christopher Krueger,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Peoria AZ 16150 N Arrowhead Fountains Ctr Dr",,,Salesforce
11013725,Inactive Investor,Dushawn Tunstall,,"Farmers Financial Solutions, LLC Indianapolis IN 8413 Castleton Corner Dr",dtunstall@farmersagent.com,,Salesforce
11181160,Inactive Investor,James Hutchinson,Financial Advisor,Edward Jones Grenada MS 1360 Sunset Dr,james.hutchinson@edwardjones.com,,Salesforce
334550,,Jackie Link,"Avp, Branch Manager","River Street Advisors, Llc",jlink@oldsecond.com,630-906-5501,Manual List Upload
10589414,,John Chen,,,investchen2020@gmail.com,,Web Form Fillout
7430,,Duncan Brown,,[[Unknown]],dbrownelements@gmail.com,,Direct
9557977,,David Neto,,,davidsneto@gmail.com,,List import
9561452,,Mohammad Reza,,,ariasepehr.co@gmail.com,,List import
10656297,,Timothy O'Connor,,,timothy.oconnor@ampf.com,,List Import
11145408,Inactive Investor,Antwone Dunn,,"U.S. Bancorp Investments, Inc. Sun City AZ 9899 W Bell Rd",,,Salesforce
10988968,Inactive Investor,Tevya Ware,Chief Compliance Officer;Investment Advisor Representative,"Crockett Wealth Management, Inc.",,,Salesforce
10820927,Inactive Investor,Andrew Ahern,,"The Leaders Group, Inc.",andrew.ahern@leadersgroup.net,,Salesforce
248529,,Anay Gawande,Analyst,Deutsche Bank,anay-a.gawande@db.com,,Manual List Upload
10986208,Inactive Investor,Eryn Montgomery,Shareholder,"The Montgomery Financial Group, Inc. Orleans MA 195 RT 6A",,,Salesforce
372832,,Neal Pritchard,,United States,leenick313@gmail.com,,source
223913,,William Vranos,,[Unknown],will.vranos@gmail.com,,Organic Search
10856745,Inactive Investor,Joel Hernandez,Financial Professional,"Voya Financial Advisors, Inc. El Paso TX 6090 Surety Dr",joel.hernandez@voyafa.com,,Salesforce
10783141,Inactive Investor,Christina Woo,Financial Advisor;Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,christina.h.woo@morganstanley.com,,Salesforce
10977398,Inactive Investor,Ryan Zimmermann,,J.P. Morgan Securities LLC Midlothian TX 1371 W Main St,,,Salesforce
10857099,Inactive Investor,Ricky Kelley,Owner,RD Kelley Financial Group,,,Salesforce
9587104,,Steven Burton,,,burtons@hdvest.net,,List import
11048202,Inactive Investor,Emmanuel Sona,,"MML Investors Services, LLC Milwaukee WI 10401 W Innovation Dr",,,Salesforce
9589445,,????? ?????????,,,1777773@gmail.com,,List import
11221544,,Matthew Bearth,,,mbearth@advisornet.com,,List Import
10919417,Inactive Investor,Daniel Drabinski,,"MML Investors Services, LLC Dallas TX 14241 Dallas Pkwy",ddrabinski@financialguide.com,,Salesforce
11032841,Inactive Investor,Amy Simmons,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 380 Knollwood St",amy.e.simmons@ml.com,,Salesforce
10769482,Inactive Investor,William Igou,,State Farm VP Management Corp. Kingston TN 620 N Kentucky St,,,Salesforce
235045,, -,,[[Unknown]],charityworkers@hotmail.com,,
9629251,,Akshay Gupta,,,akshaygupta.gt@gmail.com,,List import
2923364,,Abel Hadera,,,haderaabel@gmail.com,,
10942513,Inactive Investor,Maribeth Mark,,"Principal Securities, Inc. Minneapolis MN 222 S 9th St",mark.maribeth@principal.com,,Salesforce
10772571,Inactive Investor,Jonathan Wheeler,,Morgan Stanley Conshohocken PA 100 Front St,,,Salesforce
10852069,Inactive Investor,Michael Owens,Financial Advisor,Edward Jones Evansville IN 1343 Tutor Ln,michael.owens@edwardjones.com,,Salesforce
10773555,Inactive Investor,Philip Winterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",philip.winterson@wellsfargoadvisors.com,,Salesforce
163850,,chao chi Tseng,,[Unknown],colin970334@gmail.com,,Organic Search
11014723,Inactive Investor,James Vogel,,J.P. Morgan Securities LLC Torrance CA 2549 Pacific Coast Hwy,,,Salesforce
10850614,Inactive Investor,Todd Paradise,Co-Founder;Managing Member;Partner,"WPG Financial Group, LLC",todd@wpgfinancial.com,,Salesforce
11085893,Inactive Investor,Ken Bunderson,Financial Advisor,"Wells Fargo Clearing Services, LLC Salt Lake City UT 5201 W Amelia Earhart Dr",ken.bunderson@wellsfargoadvisors.com,,Salesforce
10886768,Inactive Investor,Lawrence Zimbler,Chief Compliance Officer;Chief Executive Officer;President,"4Square Advisory Services, Inc.",larry@4squaretax.com,,Salesforce
10877516,Inactive Investor,Jeffrey Brumett,Financial Advisor,Edward Jones Columbia KY 308 Greensburg St,jeff.brumett@edwardjones.com,,Salesforce
10841106,Inactive Investor,Pelham Henry,,Stonex Securities Inc. Fairhope AL 22787 US Hwy 98,pel.henry@saswealth.com,,Salesforce
11114216,Inactive Investor,Joshua Skinner,Financial Advisor,Edward Jones Humble TX 5810 Wilson Rd,joshua.skinner@edwardjones.com,,Salesforce
10971150,Inactive Investor,Aaron Diaz,,PlanMember Securities Corporation,adiaz@planmember.com,,Salesforce
10878008,Inactive Investor,Kyle Rash,Advisor,Champion Financial Planning LLC,kgr@championfinancialplanning.com,,Salesforce
10953923,Inactive Investor,Devon Massi,Client Associate,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",,,Salesforce
11005562,Inactive Investor,Idabel Burgos,,J.P. Morgan Securities LLC Riverside CA 6245 Riverside Ave,idabel.burgos@jpmorgan.com,,Salesforce
10645426,,Mary Walters,,,cdziubla@wintrustwealth.com,,List Import
11070866,Inactive Investor,Austin Joyal,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater NJ 100 Somerset Corporate Blvd",austin.l.joyal@ml.com,,Salesforce
9588519,,Javier velazquez,,,j_velazquez@fibertel.com.ar,,List import
10786608,Inactive Investor,Kathleen Houck,Director,"Financial Facilitators, Inc.",,,Salesforce
11068643,Inactive Investor,Brian Burke,,"Empower Financial Services, Inc Andover MA 7 Shattuck Rd",brian.burke@gwrs.com,,Salesforce
10956750,Inactive Investor,Harvey Hess,,"Osaic Wealth, Inc. Boynton Beach FL 450 N Federal Hwy",,,Salesforce
9543940,,Darrell Miller,,,ddmlaw@aol.com,,List import
11205880,Inactive Investor,Christine Leas-Burnley,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,,,Salesforce
10618681,,Antar Jackson,,,ajackson@financialguide.com,,List Import
10903874,Inactive Investor,Marissa Jencura,,"Raymond James & Associates, Inc.",marissa.acel@raymondjames.com,,Salesforce
181055,,Vicky Ludbrook,,[Unknown],vicky@ludbrook.com,,Organic Search
9563039,,Lee Bowman,,,lbowman@massmutual.com,,List import
10882418,Inactive Investor,Paul Higgins,Senior Wealth Manager,Heritage Financial Services,phiggins@heritagefinancial.net,,Salesforce
10875790,Inactive Investor,Rey Whitehorn,Financial Advisor,LPL Financial LLC Miami Shores FL Private Residence,rey.whitehorn@lpl.com,,Salesforce
10879076,Inactive Investor,Edward Gallagher,,J.P. Morgan Securities LLC Belmar NJ 1936 State Rte 35,edward.gallagher@chase.com,,Salesforce
10763883,Inactive Investor,Richard Desich,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",,,Salesforce
11036862,Inactive Investor,David Welton,,PFS Investments Inc. Port Huron MI 619 Huron Ave,david.welton@primerica.com,,Salesforce
9555567,,William Henderson,,,william.henderson@pnc.com,,List import
9577610,,Dean Hinson -,,,bike@rtmc.net,,List import
10784514,Inactive Investor,Jacob Freitas,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",jacob.freitas@ml.com,,Salesforce
244463,,Daniel Jeong,JC Private Client Llc,JC Private Client Llc,daniel.jeong@jclawcpa.com,,Manual List Upload
337209,,Brady Webb,,"Townsquare Capital, Llc",brady@townsquarecapital.com,208-529-3462,
11189483,Inactive Investor,Scott Labuhn,,"U.S. Bancorp Investments, Inc.",scott.labuhn@usbank.com,,Salesforce
6516214,,Scott Henderson,,,scottrhenderson@gmail.com,,Web Form Fillout
10844409,Inactive Investor,Jonathan Van Sickle,Financial Advisor,"Wells Fargo Clearing Services, LLC Santee CA 9771 Mission Gorge Rd",jonathan.vansickle@wellsfargoadvisors.com,,Salesforce
10772603,Inactive Investor,Camille Valentine,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,camille.valentine@ubs.com,,Salesforce
9647096,,Igor Tiguy,,,igor@paloaltowealth.com,,List import
10926302,Inactive Investor,Loren Purvis,,"Cambridge Investment Research, Inc. Ocilla GA 104 S Cherry St",,,Salesforce
9623422,,Ivo Dimov,,,dimov.ivaylo@gmail.com,,List import
11164751,Inactive Investor,Gregory Schmidt,Financial Advisor,Edward Jones Tualatin OR 12205 SW Tualatin Rd,gregory.schmidt@edwardjones.com,,Salesforce
11061265,Inactive Investor,Meena Sher,,"Wells Fargo Clearing Services, LLC San Diego CA 10535 Craftsman Way",,,Salesforce
11066504,Inactive Investor,Matthew Pencer,,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",,,Salesforce
11088963,Inactive Investor,Rodney Mckinnis,Chief Compliance Officer;Managing Partner;Owner,MACC IV Group,,,Salesforce
11016128,Inactive Investor,Olivier Marcelin,,"TIAA-CREF Individual & Institutional Services, LLC Union NJ Private Residence",olivier.marcelin@tiaa.org,,Salesforce
9548940,,Edward Bunting,,,edward.bunting@mutualsecurities.com,,List import
11044329,Inactive Investor,Michael Logan,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11073769,Inactive Investor,Kirk Sheldon,Chief Compliance Officer;Chief Executive Officer;Founder;Investment Advisor;Owner,Capital Financial Management,ksheldon@capitalfinancialmgt.com,,Salesforce
10998091,Inactive Investor,Altonya Johnson,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,,,Salesforce
11023411,Inactive Investor,Nathaniel Ehrmann,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 100 E Wisconsin Ave",nathaniel.ehrmann@nm.com,,Salesforce
11184973,Inactive Investor,Michal Kovac,,"Wells Fargo Clearing Services, LLC Myrtle Beach SC 2050 Corporate Centre Dr",michal.kovac@wellsfargoadvisors.com,,Salesforce
11188065,Inactive Investor,Brandon Giefer,,"First Command Brokerage Services, Inc. Wichita KS 9415 E Harry St",bmgiefer@firstcommand.com,,Salesforce
11166518,Inactive Investor,Kevin Gutwein,Financial Advisor,"MML Investors Services, LLC Indianapolis IN 900 E 96th St",kgutwein@financialguide.com,,Salesforce
11181728,Inactive Investor,Aron Huddleston,Chartered Financial Analyst;Director - Alternative Investments;Executive Director;Family Wealth Director;Financial Advisor;Inves,Morgan Stanley Omaha NE 13625 California St,aron.huddleston@morganstanley.com,,Salesforce
11179275,Inactive Investor,Ryan Chung,,Evercore Group L.L.C.,,,Salesforce
10861385,Inactive Investor,Karin Bojarski-Vella,,State Farm VP Management Corp. Milwaukee WI 7919 N 76th St,karin.bojarski-vella.b1ih@statefarm.com,,Salesforce
10617510,,Brian Gilmore,,,bgilmore@williamblair.com,,List Import
187382,,Janita Lawrence,,[Unknown],janita@pulpbooks.co.za,,source
10801578,Inactive Investor,John Hughes,Financial Advisor;Private Wealth Advisor,"Ameriprise Financial Services, LLC Dothan AL 1451 W Main St",john.j.hughes@ampf.com,,Salesforce
10909566,Inactive Investor,Russell Meyers,,State Farm VP Management Corp. Lincoln NE 935 Plum St,,,Salesforce
11054231,Inactive Investor,Matthew Stephens,,Country Capital Management Company Newberg OR 1124 N Springbrook Rd,matthew.stephens@countryfinancial.com,,Salesforce
10791573,Inactive Investor,Ali Farhoumand,Financial Advisor,"Next Financial Group, Inc. Fort Wayne IN 1001 Chestnut Hills Pkwy",,,Salesforce
11192070,Inactive Investor,Cassie Stidham,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
219049,,Alan Grodin,,"Northern State Financial, Inc",33alangrodin@gmail.com,5166200235,
11219865,,David Crossman,,,dcrossman@bedelfinancial.com,,Other
10998088,Inactive Investor,Patrick Bauer,,J.P. Morgan Securities LLC Somerville NJ 6 S Davenport St,patrick.bauer@jpmorgan.com,,Salesforce
10964440,Inactive Investor,Andrew Phillips,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 International Dr",,,Salesforce
11128681,Inactive Investor,Barbara Fleming,Financial Advisor;First Vice President - Wealth Management;Portfolio Management Director,Morgan Stanley Long Beach CA 3840 Kilroy Airport Way,barbara.fleming@morganstanley.com,,Salesforce
10795655,Inactive Investor,Maithili Kulkarni,Senior Client Service Associate,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",mai.kulkarni@morgankeegan.com,,Salesforce
10912735,Inactive Investor,Jack Waldron,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",jack.waldron@nm.com,,Salesforce
10938504,Inactive Investor,Carol Dixon,,"Woodmen Financial Services, Inc.",cadixon@woodmen.org,,Salesforce
10803155,Inactive Investor,Itzel Solis Medina,,Creand Securities,,,Salesforce
11166481,Inactive Investor,Wallace Carriker,,Cetera Financial Specialists LLC Saint Louis MO Private Residence,wallace.carriker@ceterafs.com,,Salesforce
10928801,Inactive Investor,Brian Maher,,"Signature Equity Partners, LLC Westerville OH 670 Meridian Way",,,Salesforce
9634696,,Michael Williams,,,mwilliams@roman-cpa.com,,List import
4354185,,Petr Koutny,,,lavinakoutny2@gmail.com,,Web Form Fillout
9566281,,James Slawski,,,slawskij@myavantax.com,,List import
10926765,Inactive Investor,Lane Lyday,Operations Manager,"Harbour Wealth Partners, Inc.",lane.lyday@livewellsleepwell.com,,Salesforce
10890334,Inactive Investor,Jeremy Carrasco,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9610929,,Samuel McCarthy,,,samccarthy27@gmail.com,,List import
11194444,Inactive Investor,Nancy Goddard,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
347015,,Christopher Laporte,"Manager, Member","East Canyon Capital, Llc",claporte@eastcanyoncapital.com,713-951-4005,Manual List Upload
10829977,Inactive Investor,Geoffrey Korwan,Financial Advisor;First Vice President - Wealth Management;Vice President,Morgan Stanley Charleston WV 500 Lee St E,geoffrey.korwan@morganstanley.com,,Salesforce
9631816,,Jeff King,,,musicmanking@gmail.com,,List import
10991763,Inactive Investor,James Martin,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10933973,Inactive Investor,Shahna Magee,,Country Capital Management Company Bloomington IL 402 N Hershey Rd,shana.magee@countryfinancial.com,,Salesforce
10951664,Inactive Investor,Noah Ordway,,"Manning & Napier Investor Services, Inc.",nordway@manning-napier.com,,Salesforce
9617733,,James Robillard,,,jrobillard@spyglassfunds.com,,List import
10899152,Inactive Investor,John Curran,,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,,,Salesforce
10999192,Inactive Investor,David Vartanian,Financial Representative,"Principal Securities, Inc. Visalia CA 134 N Akers St",,,Salesforce
11003715,Inactive Investor,Dalton Tibbs,,LPL Financial LLC Jackson TN 214 Oil Well Rd,brant.tibbs@lpl.com,,Salesforce
10613251,,Michael Marziotto,"Financial Advisor, Vice President",,michael.marziotto@ml.com,,List Import
10694598,,Lawrence Wood,,,pavegecko@protonmail.com,,Web Form Fillout
11087886,Inactive Investor,Matthew Nichols,Financial Advisor;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",matt.nichols@nm.com,,Salesforce
10935706,Inactive Investor,Michael Blomberg,Financial Advisor,LPL Financial LLC Lees Summit MO 16 SE 3rd St,michael.blomberg@lpl.com,,Salesforce
10805196,Inactive Investor,Evan Katz,Executive Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,evan.katz@morganstanley.com,,Salesforce
11186194,Inactive Investor,Skylar Howard,Client Assistant,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,,,Salesforce
10831474,Inactive Investor,Marie Vidal,Senior Vice President - Investments,"Raymond James & Associates, Inc. Atlanta GA 2839 Paces Ferry Rd SE",marie.vidal@raymondjames.com,,Salesforce
148980,,Nikash Sharma,,[Unknown],nikash.01.sharma@gmail.com,,
10765220,Inactive Investor,Robert Dow,Director - Alternative Investments;Executive Director;Government Entity Specialist;Institutional Consulting Director;Investing w,Morgan Stanley Oak Brook IL 2211 York Rd,robert.dow@morganstanley.com,,Salesforce
9645541,,John Reynolds,,,jdrj@mac.com,,List import
10656555,,Melissa Kelpsch,,,melissa.kelpsch@jpmorgan.com,,List Import
10981642,Inactive Investor,Hyun Soo Burch,,J.P. Morgan Securities LLC San Mateo CA 78 E 4th Ave,hyun-soo.burch@jpmorgan.com,,Salesforce
9595896,,James Wilson,,,jwilson@blog.jewilson.com,,List import
11086199,Inactive Investor,Amy Byars,,Country Capital Management Company Peachtree City GA 130 Governors Sq,amy.byars@countryfinancial.com,,Salesforce
9548768,,Eric Boegh,,,eboegh@europac.net,,List import
10967128,Inactive Investor,Peter Martinez,,Deutsche Bank Securities Inc. Los Angeles CA 1999 Avenue of the Stars,,,Salesforce
10805604,Inactive Investor,Gordon Menard,,"Cambridge Investment Research, Inc. Spring TX 2202 Timberloch Pl",,,Salesforce
11234911,Inactive Investor,Mary Eakes,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Deerfield IL 500 Lake Cook Rd",eeakes@buckinghamgroup.com,,Salesforce
9586256,,Sally Pellegrino,,,esppp@aol.com,,List import
11222234,,Craig Meuer,,,cmeuer@wealthenhancement.com,,List Import
11044340,Inactive Investor,John Rankin,,"Charles Schwab & Co., Inc. Red Bank NJ 55 Broad St",john.rankin@schwab.com,,Salesforce
11172113,Inactive Investor,Edward Benz,,Commonwealth Financial Network Orleans MA 8 Academy Pl,ebenz@commonwealth.com,,Salesforce
10892359,Inactive Investor,Phillip Brown,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fresno CA 5260 N Palm Ave",pbrown34@ml.com,,Salesforce
11255325,Inactive Investor,Brennan Blecker,Financial Advisor,Savant Wealth Management,bblecker@savantwealth.com,,Salesforce
9622740,,Lorenzo Martani,,,lorenzo.martani@gmail.com,,List import
11188127,Inactive Investor,Roger Piper,Financial Advisor,Morgan Stanley Canton OH 4455 Dressler Rd NW,roger.piper@morganstanley.com,,Salesforce
9647472,,fkgdf'lkgj fdlkjdkj,,,testf'lkj@gmail.com,,List import
11144825,Inactive Investor,Adam Levine,,"The Leaders Group, Inc.",,,Salesforce
11004848,Inactive Investor,Yesterin Quijano,,J.P. Morgan Securities LLC Miami FL 175 NW 199th St,yesterin.quijano@jpmorgan.com,,Salesforce
10998481,Inactive Investor,Steven Barnes,,LPL Financial LLC Crownsville MD 1321 Generals Hwy,steven.j.barnes@lpl.com,,Salesforce
10893503,Inactive Investor,Nicholas Sullivan,,J.P. Morgan Securities LLC Dallas TX 100 Crescent Ct,,,Salesforce
9629289,,Vishal Singh,,,vishal170997@gmail.com,,List import
10985630,Inactive Investor,Michael Donahue,,State Farm VP Management Corp. Mansfield OH 625 Lexington Ave,,,Salesforce
10956407,Inactive Investor,Matthew Purvis,Financial Advisor,Edward Jones New Albany MS 103 W Bankhead St,matthew.purvis@edwardjones.com,,Salesforce
10867819,Inactive Investor,Daniel Smith,,Fidelity Brokerage Services LLC,daniel.smith@fmr.com,,Salesforce
333311,,Lisa Brandau,,CJM Wealth,brandaul@cjmltd.com,,Manual List Upload
10880246,Inactive Investor,David Denna,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.denna@fidelity.com,,Salesforce
11201040,Inactive Investor,Salvatore Comella,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",salvatore.comella@prudential.com,,Salesforce
9582774,,Scott Stratton,,,s.stratton@fi.com,,List import
334262,,Devin Farrow,,Mercer Global Advisors Inc.,dfarrow@merceradvisors.com,(800) 934-4448,
11095263,Inactive Investor,Megan Wall,Paraplanner;Practice Manager,"Ameriprise Financial Services, LLC Palmyra PA 103 W Main St",megan.wall@ampf.com,,Salesforce
11163152,Inactive Investor,Frank Carbone,,"International Assets Advisory, LLC Las Vegas NV 10161 Park Run Dr",fcarbone@iaac.com,,Salesforce
1003775,Inactive Investor,Aneta Markowska,,Aneta Markowska,amarkowska@gmail.com,19173464322,
10860841,Inactive Investor,Jeffrey Sciscilo,Co-Founder;Managing Member;Partner,"4J Wealth Management, LLC",jeff@4jwealth.com,,Salesforce
11254268,Inactive Investor,Garrett Cioffi,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia MD 10320 Little Patuxent Pkwy",,,Salesforce
10920913,Inactive Investor,Patrick Gambale,,"Allstate Financial Services, LLC Stuart FL 7100 S Kanner Hwy",patrickgambale@allstate.com,,Salesforce
10865869,Inactive Investor,Michael Hurley,,Goldman Sachs & Co. Chicago IL 71 S Wacker Dr,,,Salesforce
78082,,Alexander Harrison,Private Wealth Advisor,Lincoln Financial Advisors Corporation,alex.harrison@lfg.com,904-380-4015,
10772362,Inactive Investor,Bryan Longpre,Family Wealth Advisor;Financial Advisor;Investing with Impact Director;Lending Specialist;Senior Vice President,Morgan Stanley Pasadena CA 55 S Lake Ave,bryan.longpre@morganstanley.com,,Salesforce
232270,, -,,[Unknown],subashree.viswanathan@gmail.com,,
11032292,Inactive Investor,Dominic Giovannazzo,,"Raymond James Financial Services, Inc. Westlake OH 27865 Clemens Rd",dominic.giovannazzo@raymondjames.com,,Salesforce
11064337,Inactive Investor,Paul Horning,Financial Advisor;Senior Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,paul.horning@morganstanley.com,,Salesforce
10947032,Inactive Investor,Thomas Underwood,,Cary Street Partners Glen Allen VA 4401 Waterfront Dr,thomas.underwood@carystreetpartners.com,,Salesforce
9632800,,Paul Bigler,,,paul@moonraycap.com,,List import
10815799,Inactive Investor,Patrick Daxon,,"Raymond James & Associates, Inc.",patrick.daxon@raymondjames.com,,Salesforce
11097542,Inactive Investor,Boris Foxman,Chief Executive Officer;Shareholder,Foxman Asset Advisors Inc.,,,Salesforce
10996224,Inactive Investor,Li Xu,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,li.xu@jpmorgan.com,,Salesforce
10763109,Inactive Investor,James O'Hara,Financial Advisor;First Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,james.t.ohara@morganstanley.com,,Salesforce
10762458,Inactive Investor,John Riley,Founder;Managing Director;Managing Member;Managing Partner;President;Regulatory Contact,"Barton Investment Management, LLC",jay.riley@bartonim.com,,Salesforce
11055020,Inactive Investor,Christopher Radke,Financial Advisor,Morgan Stanley Pittsburgh PA 1 PPG Pl,christopher.radke@morganstanley.com,,Salesforce
9578807,,Ken Shipley,,,ken.shipley@lfg.com,,List import
10990784,Inactive Investor,Jenny Chan,,"Pruco Securities, LLC. Flushing NY 3050 Whitestone Expy",jenny.chan@prudential.com,,Salesforce
11094690,Inactive Investor,Mark Hutchinson,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Dallas TX Private Residence,mark.hutchinson@ubs.com,,Salesforce
11067486,Inactive Investor,Andrew Kazanowski,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,andrew.kazanowski@fidelity.com,,Salesforce
167548,,Josh johnson,,[Unknown],comp1927@gmail.com,,
11031143,Inactive Investor,Justice Smith,,Cetera Advisor Networks LLC Philadelphia PA 1800 John F Kennedy Blvd,justice.smith@ceterawealth.com,,Salesforce
10657758,,Adrianna Greendyke,,,ngreendyke@williamblair.com,,List Import
10644599,,Kimberly Cutlan,,,kimberly.l.cutlan-young@jpmorgan.com,,List Import
11184843,Inactive Investor,James Aldrich,,Brookstone Capital Management LLC Jacksonville FL 7406 Fullerton St,,,Salesforce
11222587,,Newlin Archinal,,,narchinal@cfnmail.com,,List Import
11122814,Inactive Investor,Joshua Traudt,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Mequon WI 11201 N Port Washington Rd",jtraudt@stifel.com,,Salesforce
10488087,,Brooks Morrow,Financial Advisor,Advisor Resource Council,brooks@360wealthplanners.com,,List Import
11171329,Inactive Investor,Patrice Daniels,Investment Advisor Representative,PFS Investments Inc. Torrance CA 1327 Post Ave,patrice.daniels@primerica.com,,Salesforce
9576805,,mohammad ghiyasi,,,mohammadghiyasi@gmail.com,,List import
334500,,John Kennefick,Senior Associate,"Northstar Capital, Llc",jkennefick@northstarcapital.com,612-371-5700,Manual List Upload
11038175,Inactive Investor,Zachary Kolarik,,The Huntington Investment Company Waterford MI 7698 Cooley Lake Rd,zachary.kolarik@huntington.com,,Salesforce
11108346,Inactive Investor,Bethany Atchley,,"Raymond James Financial Services, Inc. Fayetteville AR 4375 N Vantage Dr",bethany.atchley@raymondjames.com,,Salesforce
11081520,Inactive Investor,Larry Browning,,"Woodmen Financial Services, Inc.",lwbrowning@woodmen.org,,Salesforce
11206475,Inactive Investor,Sabra Phipps,,J.P. Morgan Securities LLC Bountiful UT 510 S 200 W,sabra.m.pitkin@jpmorgan.com,,Salesforce
10822151,Inactive Investor,Andrew Mcilvaine,Associate Vice President;Financial Advisor;Institutional Consultant,"Raymond James & Associates, Inc. Tampa FL 1646 W Snow Ave",,,Salesforce
10785738,Inactive Investor,Jenna Barker,,Fidelity Brokerage Services LLC New York NY 1356 3rd Ave,jenna.krauss@fidelity.com,,Salesforce
10971012,Inactive Investor,Eric Dugan,,"Clear Creek Financial Management, LLC Eagle ID 776 E Riverside Dr",,,Salesforce
11148232,Inactive Investor,Vito Fortuna-Santana,,PFS Investments Inc. Hatillo PR Calle Trumcado 545 Int,vito.fortuna@primerica.com,,Salesforce
10911465,Inactive Investor,Michael McCoy,,State Farm VP Management Corp. Frederick MD 617 W Patrick St,,,Salesforce
11137012,Inactive Investor,David Baker,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",david_m_baker@ml.com,,Salesforce
10931298,Inactive Investor,Laura Beran,Financial Advisor,Edward Jones Mount Prospect IL 2 E Northwest Hwy,lauralee.beran@edwardjones.com,,Salesforce
10611901,,Henry Cooperman,"Financial Advisor, Senior Vice President",,henry.cooperman@morganstanley.com,,List Import
63585,,Daniel Dean,Wealth Advisor,Thrivent Investment Management Inc.,danny.dean@thrivent.com,210-735-1130,
10837485,Inactive Investor,Ronald Murphy,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Lutherville Timonium MD 2350 W Joppa Rd",rtheodore.murphy@wellsfargoadvisors.com,,Salesforce
10833153,Inactive Investor,Brian Kertz,Chief Compliance Officer;Chief Executive Officer;President,"Jones Kertz & Associates, Inc.",bkertz@jka-email.com,,Salesforce
11053336,Inactive Investor,Adam West,Senior Manager,"Ameriprise Financial Services, LLC Newton MA Private Residence",adam.west@ampf.com,,Salesforce
9600793,,John Um,,,jum@aaimllc.com,,List import
10830250,Inactive Investor,Stephanie Gomez,Assistant Vice President;Private Wealth Management Associate,Morgan Stanley New York NY 1585 Broadway,stephanie.gomez@morganstanley.com,,Salesforce
349784,,David Stone,"Financial Advisor, Vice President",Iht Wealth Management Llc,david.stone@ihtwm.com,855-295-2828,Manual List Upload
10753987,Inactive Investor,David Dupont,,"VALIC Financial Advisors, Inc. Greensboro NC 1200 N Elm St",david.dupont@valic.com,,Salesforce
10954870,Inactive Investor,Catherine Kipling,President,Kipling & Co. Hamilton MT 210 S 3rd St,,,Salesforce
11159013,Inactive Investor,Alfonso Alejandre,,Fidelity Brokerage Services LLC,,,Salesforce
228974,, -,,[[Unknown]],rubenranjel@gmail.com,,Organic Search
10928955,Inactive Investor,Sai-Ming Lee,,Maxim Group LLC,,,Salesforce
10795919,Inactive Investor,Ruth Hornbeck,,"Wells Fargo Clearing Services, LLC Tustin CA 18356 Irvine Blvd",ruth.hornbeck@wellsfargo.com,,Salesforce
10891788,Inactive Investor,Hugo Sanchez,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10948619,Inactive Investor,Sterling Widmer,,"MML Investors Services, LLC Logan UT 3125 N Main St",swidmer@financialguide.com,,Salesforce
10964289,Inactive Investor,Charles Lesser,Wealth Manager,Performance Wealth,clesser@performancewealthpartners.com,,Salesforce
11149535,Inactive Investor,Ira Yermish,,Cetera Advisor Networks LLC Pinehurst NC Private Residence,,,Salesforce
9586382,,Altaf Safri,,,aasafri@ft.newyorklife.com,,List import
342680,,Winston Lowe,Elected Manager,Stoneridge Investment Partners,wlowe@stoneridgeinvestments.com,484-254-5400,Manual List Upload
10955864,Inactive Investor,Courtney Pelle,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9587049,,Matthew Pearson,,,mpearson@carsoninstitutional.com,,List import
10754701,Inactive Investor,Sue Banas,Senior Registered Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,,,Salesforce
10921548,Inactive Investor,Sheryl Oliano,,"Cambridge Investment Research, Inc. Wallingford CT Private Residence",,,Salesforce
10833630,Inactive Investor,Jeremy Martin,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
204770,,Yusuf Parlak,,[Unknown],yusufparlak575@gmail.com,,source
11147981,Inactive Investor,Christopher Brown,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11155622,Inactive Investor,Milena Assaf,,Safra Securities LLC,milena.assaf@safra.com,,Salesforce
10691680,,Benjamin Crook,,,bencrook@grayscale.com,,Web Form Fillout
11222921,,Sandra Missmar,,,smissmar@abramsbison.com,,List Import
179605,,Chris Bauer,Treasury Director,[Unknown],chris.bauer@duke-energy.com, +1 704 382 5289,Database Upload
9600400,,j j,,,j@hotmail.com,,List import
10979016,Inactive Investor,Christine Kang,,NYLIFE Securities LLC San Jose CA 550 S Winchester Blvd,cukang@ft.newyorklife.com,,Salesforce
10781954,Inactive Investor,Juanita Lopez,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,juanita.hinojosa@jpmorgan.com,,Salesforce
10870063,Inactive Investor,Erik Banda,,J.P. Morgan Securities LLC Roanoke TX 101 E State Hwy 114,erik.banda@jpmorgan.com,,Salesforce
11104902,Inactive Investor,Mitzi Rollins,,"Raymond James Financial Services, Inc. Fairhope AL 19 N Church St",mitzi.rollins@raymondjames.com,,Salesforce
11147060,Inactive Investor,Debra Dierkes,,PFS Investments Inc. Ballwin MO 10 Strecker Rd,debra.dierkes@primerica.com,,Salesforce
11023125,Inactive Investor,Hugo Hernandez,,"MML Investors Services, LLC El Paso TX 6006 N Mesa St",hugohernandez@financialguide.com,,Salesforce
10934058,Inactive Investor,Matthew David,,The Huntington Investment Company Dayton OH 2401 Far Hills Ave,,,Salesforce
10962000,Inactive Investor,Liam Mccabe,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,,,Salesforce
11231844,Inactive Investor,Elizabeth Morin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10962105,Inactive Investor,William Blount,,"Wells Fargo Clearing Services, LLC Huntsville AL 2754 Carl T Jones Dr SE",,,Salesforce
10938051,Inactive Investor,Farrel Liger,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
349108,,Gaurav Malik,Managing Director Of Registrant And Certain Relying Advisers,Olympus Capital Holdings Asia Llc,gmalik@olympuscap.com,212-201-8533,Manual List Upload
10764328,Inactive Investor,James Palmer,,"Rhodes Securities, Inc.",jpalmer@rhodessecurities.com,,Salesforce
9594898,,Miguel Cuneta,,,miguelcuneta@gmail.com,,List import
11121034,Inactive Investor,Kyle Awerkamp,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Quincy IL 336 S 36th St",kyle.awerkamp@ml.com,,Salesforce
10643164,,Bryan Gass,,,bryang5150@gmail.com,,Web Form Fillout
10945695,Inactive Investor,Jennifer Cueva,,PFS Investments Inc. Jacksonville FL 13474 Atlantic Blvd,jennifer.cueva@primerica.com,,Salesforce
10794563,Inactive Investor,Donald Disteldorf,,Cetera Financial Specialists LLC Oak Lawn IL 5017 W 95th St,donald.disteldorf@ceterafs.com,,Salesforce
342770,,Francisco Funari,Chief Investment Officer Of Systematic Products,Canvas Capital S.a.,francisco.funari@canvascapital.com.br,551-131-859200,Manual List Upload
11054030,Inactive Investor,Thomas Hamilton,Chief Compliance Officer,Hobart Wealth,thomas@hobartwealth.com,,Salesforce
10997641,Inactive Investor,Justin Hersberger,Associate,Edward Jones Elwood IN 517 N Anderson St,justin.hersberger@edwardjones.com,,Salesforce
10776273,Inactive Investor,Joseph Caughman,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Pleasant SC 1020 Anna Knapp Blvd",joseph.caughman@ml.com,,Salesforce
10816077,Inactive Investor,Cory Huff,Financial Advisor,LPL Financial LLC Davenport IA 5153 Utica Ridge Rd,cory.huff@lpl.com,,Salesforce
11209078,Inactive Investor,Daniel Conway,Chief Compliance Officer;Chief Executive Officer;President,"Conway Capital Management, Inc. Burbank CA 3500 W Olive Ave",dc@conwaycapital.com,,Salesforce
9605438,,Janet Walker,,,jwalker@bailard.com,,List import
11223141,,Thomas Boyack,,,tboyack@beachpointcapital.com,,List import
11073558,Inactive Investor,Stephen D'Alessandro,Manager;Vice President,Key Investment Services LLC,stephen.d-alessandro@key.com,,Salesforce
227024,, -,,[[Unknown]],zaki.barid2015@gmail.com,,
232057,, -,,[[Unknown]],jasonfx@netvigator.com,,Organic Search
11111788,Inactive Investor,Emily Smith,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,emily.smith@fmr.com,,Salesforce
9624343,,Gerald Harless,,,gharless27@hotmail.com,,List import
10645344,,Christine McCarty,,,cmccarty@ziegler.com,,List Import
10813726,Inactive Investor,Christopher Mc Keown,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Tulsa OK 4200 E Skelly Dr",christopher.a.mckeown@ampf.com,,Salesforce
244411,,Abraham Oleksnianski,Audio Enginner,Integrated Partners,abraham@theguildlive.com,2018386083,Manual List Upload
10980929,Inactive Investor,Thomas Fleming,,GWN Securities Inc. Wayne PA 940 W Valley Rd,tfleming@gwnsecurities.com,,Salesforce
10931922,Inactive Investor,Nicholas Mastrostefano,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",,,Salesforce
9584406,,Sheila Goldsmith,,,sheila.goldsmith@fidelity.com,,List import
11042535,Inactive Investor,Scott Reed,,"Northwestern Mutual Investment Services, LLC Salem OR 465 Commercial St NE",scott.reed@nm.com,,Salesforce
9639826,,Hillary Looney,,,looney@hendrix.edu,,List import
9550132,,Ryan Hayes,,,rhayes222@gmail.com,,List import
10840834,Inactive Investor,Tyler Hottel,Director - Investment Management;Partner,"Northwestern Mutual Investment Services, LLC Birmingham AL 2801 2nd Ave S",tyler.hottel@nm.com,,Salesforce
9644534,,Yuxuan Wang,,,wangyuxuan1105@foxmail.com,,List import
9613484,,Timothy Baltz,,,teb1@ntrs.com,,List import
10915226,Inactive Investor,Rorik Larson,Principal;Principal Advisor;Senior Advisor,Essential Financial Strategies Orland Park IL 14010 Norwich Ln,rorik@essentialfinancialstrategies.com,,Salesforce
11115470,Inactive Investor,Timothy Kroskey,Financial Strategist,"Hornor, Townsend & Kent, LLC Poquoson VA 233 Wythe Creek Rd",tkroskey@htk.com,,Salesforce
11254145,Inactive Investor,Andrew Sandoz,Associate Financial Advisor,LPL Financial LLC Tempe AZ 500 E Rio Salado Pkwy,,,Salesforce
10527117,,Gary Emmert,,,gte67chevy@att.net,,Web Form Fillout
11198729,Inactive Investor,Elijah De Waha Williams,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10783302,Inactive Investor,David Reynolds,,"First Horizon Advisors, Inc. Johnson City TN 2112 N Roan St",dtreynolds@firsthorizon.com,,Salesforce
11191169,Inactive Investor,Robert Panetti,Managing Director;Private Wealth Advisor,Rockefeller Financial LLC Newport Beach CA 23 Corporate Plaza Dr,rpanetti@rockco.com,,Salesforce
11078005,Inactive Investor,Wesley Gaines,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,wesley_gaines@vanguard.com,,Salesforce
11055034,Inactive Investor,Donald Sarcone,,"Avantax Investment Services, Inc. Staten Island NY 1675 Richmond Rd",,,Salesforce
11178142,Inactive Investor,Mark Twain Estrada,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11172784,Inactive Investor,Ryan Barrows,,Vanguard Marketing Corporation,ryan_barrows@vanguard.com,,Salesforce
10645826,,Michael Estes,,,sumner.estes@duffandphelps.com,,List Import
10941283,Inactive Investor,David Klein,,"M Holdings Securities, Inc. Glen Rock NJ 55 Harristown Rd",,,Salesforce
5687964,,Regas Roote,,,regasroote@company.id,,Web Form Fillout
10992898,Inactive Investor,Cecilia Kok,,J.P. Morgan Securities LLC Pikesville MD 1810 Reisterstown Rd,,,Salesforce
10933443,Inactive Investor,Joe Thomas,Client Support Associate,"Ameriprise Financial Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",,,Salesforce
10993468,Inactive Investor,Robert Altamirano,,J.P. Morgan Securities LLC Visalia CA 2735 S Mooney Blvd,robert.altamirano@chase.com,,Salesforce
11254209,Inactive Investor,Zhezheng Cao,,"Equitable Advisors, LLC Irvine CA 2050 Main St",zhezheng.cao@equitable.com,,Salesforce
11262285,Inactive Investor,Patrick Hughes,,Patrick Hughes,patrick.hughes@iraservices.com,650-265-6989,Warm Lead
10981308,Inactive Investor,Camelia Hegarty,Senior Associate,Neuberger Berman BD LLC Chicago IL 190 S la Salle St,camelia.hegarty@nb.com,,Salesforce
11131895,Inactive Investor,Raymond Bradley,Owner,Bradley Advisory,,,Salesforce
11114652,Inactive Investor,Lawrence Spagnola,,"Osaic Wealth, Inc. Amsterdam NY 1466 Midline Rd",,,Salesforce
10945152,Inactive Investor,Justin Liptak,,Edward Jones Traverse City MI 513 S Union St,justin.liptak@edwardjones.com,,Salesforce
10873572,Inactive Investor,Steven Snyder,,LPL Financial LLC,steve.snyder@lpl.com,,Salesforce
10865388,Inactive Investor,David Edwards,,LPL Financial LLC Sauk City WI 615 Water St,david.j.edwards@lpl.com,,Salesforce
11146679,Inactive Investor,Randall May,Executive Financial Services Director;Financial Advisor;First Vice President,Morgan Stanley Atlanta GA 3280 Peachtree Rd NE,randall.may@morganstanley.com,,Salesforce
220666,,Andrea Modolo,,[Unknown],andrea.modolo@me.com,,source
9615885,,Sunny Son,,,sunnys2327@gmail.com,,List import
10974274,Inactive Investor,Knut Lundberg,,"The Investment Center, Inc. Montville NJ 350 Main Rd",knutlundberg@investmentctr.com,,Salesforce
11140879,Inactive Investor,Marcelino Talavera,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fallbrook CA 1125 S Main Ave",marcelino.talavera@ml.com,,Salesforce
116883,,James Czubek,,"Associated Investment Services, Inc.",james.czubek@associatedbank.com,800-595-7722,
371809,,JI RAN,,China,ran.ji@itering.com,,Salesforce
11218573,,Tammy Graybill,,,tammy.graybill@rbc.com,,Other
10973196,Inactive Investor,Jason Pytka,,Fidelity Brokerage Services LLC,,,Salesforce
10616995,,Allison Graham,,,allison.saunders@ml.com,,List Import
11101816,Inactive Investor,Douglas Dreyer,,"M Holdings Securities, Inc. West Palm Beach FL 1 N Clematis St",,,Salesforce
811,,,,,qqq01vs@vadesecureseed.onmicrosoft.com,,
11198534,Inactive Investor,Drake Patterson,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,dcpatterson@ft.newyorklife.com,,Salesforce
10835876,Inactive Investor,Frederick Goduti,Portfolio Manager;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Huntersville NC 13420 Reese Blvd W",fred.goduti@wellsfargoadvisors.com,,Salesforce
336205,,Michael Rettagliatta,"Senior Vice President, Finance And CFO, Private Debt",Audax Group,mrettagliatta@audaxgroup.com,212-703-2700,Manual List Upload
11032224,Inactive Investor,James White,Financial Advisor;Managing Member;Managing Partner,"Tempus Wealth Planning, LLC",jwhite@tempuswp.com,,Salesforce
10755510,Inactive Investor,Caeli William,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 9150 S Dadeland Blvd",caeli.c.william@ampf.com,,Salesforce
9624136,,Peter Raiti,,,peter.raiti@verizon.net,,List import
11179958,Inactive Investor,Colette Gregoire,Associate Financial Advisor,Commonwealth Financial Network West Hartford CT 45 S Main St,cgregoire@commonwealth.com,,Salesforce
10983472,Inactive Investor,Matthew Corey,Chief Compliance Officer,SBC Wealth Management,mcorey@sbcwealth.com,,Salesforce
9578605,,Anthony Romano,,,aromano@cantella.com,,List import
339951,,Vaibhav Kumar,"Limited Partner, Portfolio Manager",Silverview Credit Partners Lp,vaibhav.kumar@silverpeak.com,646-205-6225,Manual List Upload
10770548,Inactive Investor,Robert White,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",rwhite8@ml.com,,Salesforce
11031665,Inactive Investor,Christopher Thurber,,Thrivent Investment Management Inc.,christopher.thurber@thrivent.com,,Salesforce
10855230,Inactive Investor,Matthew Lipman,Secretary,GMS Group,mlipman@gmsgroup.com,,Salesforce
10999278,Inactive Investor,Carl Grove,Financial Advisor,Edward Jones Roanoke VA 2115 Crystal Spring Ave SW,carl.grove2@edwardjones.com,,Salesforce
10857031,Inactive Investor,Aaron Kirsch,Wealth Advisor,Greenup Street Wealth Management LLC Calabasas CA 24013 Ventura Blvd,,,Salesforce
10935322,Inactive Investor,Kevin Matthews,Chief Compliance Officer;Managing Member;Member,"Matthews Advisors, LLC",kevin@matthewsadvisors.com,,Salesforce
340380,,Nate Millerbernd,Founder,"Mwm Wealth Advisory, Llc",nate@mwm4wealth.com,763-478-9934,Manual List Upload
11014513,Inactive Investor,Christopher Trierweiler,,"Allstate Financial Services, LLC Howell MI 2517 E Grand River Ave",christophertrierweiler@allstate.com,,Salesforce
9590273,,Charles Kietzer,,,ckietzer69@gmail.com,,List import
11082065,Inactive Investor,Manuel Campins,Financial Planner,HBW Advisory Services LLC Hudsonville MI 3185 Corporate Grove Dr,manuel.campins@hbwadvisory.com,,Salesforce
11231468,Inactive Investor,Bjorn Stehr,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",,,Salesforce
10783394,Inactive Investor,Ronald Keever,Sales Manager,"BOK Financial Securities, Inc. Littleton CO 1600 W Mineral Ave",rkeever@bokf.com,,Salesforce
10813900,Inactive Investor,Maximilian Callaghan,Financial Advisor;Regional Leader,Edward Jones Shingle Springs CA 3108 Ponte Morino Dr,max.callaghan@edwardjones.com,,Salesforce
10807937,Inactive Investor,Sean Davitt,Client Service Associate,Morgan Stanley Newport Beach CA 800 Newport Center Dr,sean.davitt@morganstanley.com,,Salesforce
11222812,,Douglas Watts,,,dwatts@merceradvisors.com,,List Import
240422,,Christopher Vivona,,[Unknown],c.vivona@outlook.com,,Direct
10984253,Inactive Investor,Matthew Sanchez,Private Wealth Advisor,"Biechele Royce Advisors, Inc.",msanchez@biechele-royce.com,,Salesforce
11201899,Inactive Investor,Ronald Moore,,PFS Investments Inc. Chicago IL 10540 S Western Ave,,,Salesforce
9540904,,Frank Madori,,,madori29@gmail.com,,List Import
351066,,Brian Schmidt,Associate,Court Square Capital,bschmidt@courtsquare.com,212-752-6110,Manual List Upload
11050748,Inactive Investor,Olivia Manolescu,,J.P. Morgan Securities LLC Rochester MI 3989 Crooks Rd,olivia.manolescu@chase.com,,Salesforce
9592999,,Jason Stob,,,jasonstob@gmail.com,,List import
11132049,Inactive Investor,Caleb Kamm,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
10776356,Inactive Investor,Chad Johnson,,Morgan Stanley South Jordan UT 680 W 10000 S,,,Salesforce
9602506,,Michael Schneider,,,mschneider@wealthenhancement.com,,List import
11119123,Inactive Investor,Marygrace Elizondo,Financial Advisor,LPL Financial LLC San Rafael CA 1579 Lincoln Ave,marygrace.elizondo@lpl.com,,Salesforce
10979875,Inactive Investor,Brian Roberts,Financial Advisor,LPL Financial LLC Nanuet NY 44 W Rte 59,brian.roberts@lpl.com,,Salesforce
105664,,Nazir Artam,Crypto investor,Self company,nazer.artam@gmail.com,,
11049630,Inactive Investor,Tyler Hollis,,"Truist Investment Services, Inc. Charlotte NC 214 N Tryon St",tyler.hollis@truist.com,,Salesforce
10789917,Inactive Investor,Michael Hogan,Financial Advisor,"Wells Fargo Clearing Services, LLC San Jose CA 50 W San Fernando St",michael.hogan@wfadvisors.com,,Salesforce
374867,,Diana Tamhankar,,"Legato Capital Management, LLC",tamhankar@legatocm.com,(415) 821-8562,List Import
10488111,,John Clark,"Managing Director, Managing Partner, Partner",ETC Investment Advisors LLC,john.clark@energyspectrum.com,,List Import
11020098,Inactive Investor,Lester Ruckert,,"Beaconsfield Financial Services, Inc.",,,Salesforce
10767472,Inactive Investor,Mark Kenigsberg,,Park Avenue Securities LLC Palm Beach Gardens FL 9123 N Military Trl,mark_kenigsberg@glic.com,,Salesforce
10847772,Inactive Investor,Kraig Kobert,,"Avantax Investment Services, Inc. Jackson WY 610 W Broadway Ave",,,Salesforce
11111943,Inactive Investor,Janet Barrett,,Cetera Advisor Networks LLC Doylestown PA 215 Farm Ln,,,Salesforce
9617081,,Jason Richard,,,jason.richard@gmail.com,,List import
241877,,Sarah Keys,,[Unknown],sarah@astoundgroup.com,,Event
10996105,Inactive Investor,Laura Hartman,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",lulu.hartman@raymondjames.com,,Salesforce
10847825,Inactive Investor,William Geis,,"Raymond James & Associates, Inc.",william.geis@raymondjames.com,,Salesforce
5228652,,Jose A Mizhirumbay,,,jmizhirumbay87@gmail.com,,Web Form Fillout
11066818,Inactive Investor,Heather Spencer,Senior Wealth Advisor;Shareholder,"Truepoint, Inc.",h.spencer@truepointwealth.com,,Salesforce
11221527,,Randall Duncan,,,duncan@rmds.biz,,List Import
10767852,Inactive Investor,Leo Marzen,Founding Partner;Managing Partner;Regulatory Contact,Bridgewater Advisors Inc.,lmarzen@bridgewateradv.com,,Salesforce
10767961,Inactive Investor,Daniel Scannell,Branch Manager;Managing Director - Investments,Oppenheimer & Co. Inc. Houston TX 711 Louisiana St,dan.scannell@opco.com,,Salesforce
10911198,Inactive Investor,Laura Crowley,Compliance Administrator;Program Manager;Senior Compliance Advisor,Commonwealth Financial Network,ljastrab@commonwealth.com,,Salesforce
344136,,William Hale,Associate,Graycliff Partners Lp,whale@graycliffpartners.com,212-300-2910,Manual List Upload
10894993,Inactive Investor,Marc Wolff,,Purshe Kaplan Sterling Investments Sarasota FL 1943 Morrill St,mwolff@pksinvest.com,,Salesforce
11046106,Inactive Investor,Mary Caballero,,"Osaic Wealth, Inc. Portland OR 811 SW 6th Ave",,,Salesforce
11011360,Inactive Investor,Jane Brown Fitzpatrick,,PFS Investments Inc. Southfield MI 17515 W 9 Mile Rd,jane.brownfitzpatrick@primerica.com,,Salesforce
11190363,Inactive Investor,Joseph Montgomery,,Thrivent Investment Management Inc. Lewiston MN 5 N Fremont St,chip.montgomery@thrivent.com,,Salesforce
10947058,Inactive Investor,Grayson Biggs,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Lake Oswego OR 333 S State St",grayson.biggs@usbank.com,,Salesforce
10887159,Inactive Investor,Graham Glosser,Financial Advisor;Managing Director,"RBC Capital Markets, LLC Dallas TX 100 Crescent Ct",,,Salesforce
10870313,Inactive Investor,David Baker,Private Wealth Advisor,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",david.baker@equitable.com,,Salesforce
11175653,Inactive Investor,Angela Willis,,PFS Investments Inc. Atlanta GA 1003 Virginia Ave,angela.willis@primerica.com,,Salesforce
10812739,Inactive Investor,Joyce Slutsker,,United Planners' Financial Services of America A Limited Partner Naples FL 4524 Silver Fox Dr,jsealine@hbeckinc.com,,Salesforce
10820691,Inactive Investor,Steven Sarkissian,Financial Advisor;Vice President,Hilltop Securities Inc. Plano TX 5601 Granite Pkwy,steven.sarkissian@hilltopsecurities.com,,Salesforce
11125049,Inactive Investor,Steven Fitzgerald,,"Wells Fargo Clearing Services, LLC Los Angeles CA 8901 W Pico Blvd",steven.e.fitzgerald@wellsfargo.com,,Salesforce
10764880,Inactive Investor,Joseph McAuley,Branch Manager;Director,Robert W. Baird & Co. Incorporated Charleston SC 25 Calhoun St,jmcauley@rwbaird.com,,Salesforce
11238628,,Merv Mendes,,,mmendes@mawer.com,,Salesforce
10752882,Inactive Investor,Max Becker,Financial Advisor;First Vice President;International Client Advisor,Morgan Stanley Miami FL 20807 Biscayne Blvd,max.becker@morganstanley.com,,Salesforce
9571791,,Walter Zeppieri,,,wziinc@aol.com,,List import
9546323,,Jason Papier,,,jpapier@wrpwealth.com,,List import
11185843,Inactive Investor,Linda Morel,Senior Portfolio Manager;Vice President,YHB Investment Advisors Inc,linda@yhbia.com,,Salesforce
11143246,Inactive Investor,Louis Pegram,,"Principal Securities, Inc. Birmingham AL 300 Vestavia Pkwy",,,Salesforce
11091199,Inactive Investor,Rudy Barrera,,NYLIFE Securities LLC Bakersfield CA 331 Truxtun Ave,rabarrera@ft.newyorklife.com,,Salesforce
11002570,Inactive Investor,Stefanie Adams,Regional Leader,PFS Investments Inc. Clifton Park NY 258 Ushers Rd,stefanieadams@primerica.com,,Salesforce
10889692,Inactive Investor,Jon Schappell,Financial Consultant;Retirement Planning Specialist,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",jon.schappell@equitable.com,,Salesforce
10821481,Inactive Investor,Michael Schor,Financial Advisor,"Ameriprise Financial Services, LLC Eugene OR 2260 Oakmont Way",michael.schor@ampf.com,,Salesforce
9584500,,Robert Eisenberg,,,rob.eisenberg@lfg.com,,List import
9582991,,Renita Perkins,,,renita.perkins52@gmail.com,,List import
11125128,Inactive Investor,Puja Vyas,,"Wells Fargo Clearing Services, LLC Brookhaven GA 2725 Clairmont Rd NE",puja.k.vyas@wellsfargo.com,,Salesforce
10868978,Inactive Investor,Gordon Damon,,"Allstate Financial Services, LLC Amarillo TX 5000 SW 45th Ave",gordondamon@allstate.com,,Salesforce
10953739,Inactive Investor,Masashi Kitamura,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
245966,,Not Provided,Director of Programs,The Club for Growth Foundation,jguy@clubforgrowthfoundation.org,,Manual List Upload
10792022,Inactive Investor,Daniel Macias,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,daniel.macias@fidelity.com,,Salesforce
10981292,Inactive Investor,Hannah Washam,,Vanguard Marketing Corporation,hannah_washam@vanguard.com,,Salesforce
171987,,Gregory Timash,,[Unknown],gregorytimash@gmail.com,,Other
9586968,,William Webster,,,william.webster@kmsfinancial.com,,List import
11118800,Inactive Investor,Soren Sorenson,,"FBL Marketing Services, LLC Neola IA 316 Front St",soren.sorenson@fblfinancial.com,,Salesforce
10557872,,Jaap Willems,,,jaapwillems@protonmail.com,,Web Form Fillout
10885181,Inactive Investor,Antwan Daniels,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",antwan.daniels@ml.com,,Salesforce
10761669,Inactive Investor,Kenneth Mackenzie,Complex Manager;Managing Director - Wealth Management,Morgan Stanley Chicago IL 227 W Monroe St,blake.mackenzie@morganstanley.com,,Salesforce
9564877,,Kirk Hulett,,,kirk.hulett@securitiesamerica.com,,List import
9609160,,Andreas Petrow,,,andreas.petrow@spglobal.com,,List import
10985032,Inactive Investor,Michael Barends,,"Allstate Financial Services, LLC Buffalo NY 3640 Seneca St",michaelbarends@allstate.com,,Salesforce
11235472,Inactive Investor,Pierce Aichinger,Lead Analyst,EdgeRock Wealth Management,pierce@edgerockwealth.com,,Salesforce
10657867,,David Swanson,,,david.swanson@lpl.com,,List Import
10847453,Inactive Investor,Brian Mohoric,Financial Advisor;Member;Partner,Vinoble Group,brianm@vinoblegroup.com,,Salesforce
11198592,Inactive Investor,Keith Faggionato,Financial Advisor,"Ameriprise Financial Services, LLC Perrysburg OH 137 W 3rd St",keith.a.faggionato@ampf.com,,Salesforce
10613201,,Jason Kornreich,"Financial Advisor, Vice President",,jason.kornreich@ml.com,,List Import
11242325,,Jason Green,,,grjas1@gmail.com,,Web Form Fillout
10973288,Inactive Investor,Michael Brown,Chief Investment Officer;Partner,Jacobsen Capital Management,,,Salesforce
10859341,Inactive Investor,William Keith,Wealth Advisor,"American Independent Securities Group, LLC Albany OR 375 Pacific Blvd SW",bkeith@aisgadvisor.com,,Salesforce
10926525,Inactive Investor,Justin Radford,Financial Advisor,"Beacon Capital Management, LLC",justin@beaconcm.com,,Salesforce
10767391,Inactive Investor,Mary Helfenstein,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,hope.helfenstein@ubs.com,,Salesforce
9557011,,Howard Bienenfeld,,,hbienenfeld@massmutual.com,,List import
10944370,Inactive Investor,Glenda Martinez,,Fidelity Brokerage Services LLC Sugar Land TX 15600 Southwest Fwy,glenda.martinez@fmr.com,,Salesforce
341900,,Evan Gibson,Authorized Signatory,Merchants Asset Management Llc,egibson@merchantscapital.com,347-778-0435,Manual List Upload
9619506,,sjfworldwide llc,,,pqlenator+grayscale@gmail.com,,List import
339081,,Anthony Pucillo,Operating Partner,"Corinthian Capital Group, Llc",tony.pucillo@corinthiancap.com,212-920-2300,Manual List Upload
9589654,,Timothy Burns,,,tburns@lombardinvestments.com,,List import
11202449,Inactive Investor,Danny Stevenson,Chief Executive Officer;President,Midland Wealth Management,dstevenson@midlandsb.com,,Salesforce
10619431,,Mark Lessert,,,mark.lessert@morganstanley.com,,List Import
11140098,Inactive Investor,Tyler Wielgos,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Prospect IL 200 E Kensington Rd",,,Salesforce
10768400,Inactive Investor,Donna Gestl,Chief Compliance Officer;Chief Operating Officer;Senior Vice President,Prosperity - An Eisneramper Company,dcg@prosperityconsult.com,,Salesforce
11025752,Inactive Investor,Michael Menke,Financial Advisor,"U.S. Bancorp Advisors, LLC Gilbert AZ Private Residence",,,Salesforce
11144276,Inactive Investor,John Milo,Financial Advisor,LPL Financial LLC Dayton OH 8111 Timberlodge Trl,john.milo@lpl.com,,Salesforce
10876832,Inactive Investor,Craig Marcum,Financial Advisor,LPL Financial LLC Kennewick WA 7401 W Grandridge Blvd,craig.marcum@lpl.com,,Salesforce
11097129,Inactive Investor,Joshua Hinojosa,Investment Advisor Representative,"SWAN DFW Financial Solutions, LLC",josh@swandfw.net,,Salesforce
11183286,Inactive Investor,Joshua Gendron,,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
9545078,,Kelly Kaye,,,kelly@kayecapital.com,,List import
9580306,,Stephen Stricklin,,,stephen@wisewealthkc.com,,List import
11049513,Inactive Investor,Aramis Perez,Financial Advisor,"Wells Fargo Clearing Services, LLC Newport Beach CA 5 Corporate Plaza Dr",aramis.perez@wellsfargo.com,,Salesforce
232860,, -,,[[Unknown]],jdevenne@gmail.com,,Direct
11015245,Inactive Investor,Shonnalei Goodyear,,"Bankers Life Securities, Inc. Englewood CO 8400 E Prentice Ave",shonnalei.goodyear@bankerslife.com,,Salesforce
9578506,,Christopher Cortese,,,ccortese@wescott.com,,List import
2877493,,lukmon md,,,itsmelukmon@gmail.com,,
11099445,Inactive Investor,Leonard Dangelo,,"American Portfolios Financial Services, Inc. New York NY 1115 Broadway",ldangelo@americanportfolios.com,,Salesforce
181692,,WEIKUN WANG,,[Unknown],egoproducts168@gmail.com,,Event
11025652,Inactive Investor,Matthew Greenstein,,TradeWeb L.L.C,matthew.greenstein@tradeweb.com,,Salesforce
11042917,Inactive Investor,Rachel Callahan,,LPL Financial LLC Berwyn PA 1055 Westlakes Dr,,,Salesforce
10616210,,Nicholas Wallace,,,nwallace@rwbaird.com,,List Import
11210705,Inactive Investor,Brian Jolles,,Turning Point Financial,brian@tpfinancial.com,,Salesforce
10883723,Inactive Investor,Mary-Grace Bocalan,,State Farm VP Management Corp. Everett WA 3715 Colby Ave,grace.bocalan.nywt@statefarm.com,,Salesforce
10760842,Inactive Investor,Michael Eitzen,Senior Director - Investments,Oppenheimer & Co. Inc. Tucson AZ 10195 N Oracle Rd,mike.eitzen@opco.com,,Salesforce
10980671,Inactive Investor,Scott Barnhart,,"Paradigm Equities, Inc.",sbarnhart@mea.org,,Salesforce
2653517,,Shams Kasozi,,,schem208@gmail.com,,
11199882,Inactive Investor,Ross Herman,Chief Compliance Officer;Chief Executive Officer;Founder,"HIP Investor, Inc. San Francisco CA 500 Washington St",,,Salesforce
10807733,Inactive Investor,Mark Hineman,Financial Advisor;Senior Vice President,Morgan Stanley Valencia CA 24300 Town Center Dr,mark.hineman@morganstanley.com,,Salesforce
11112602,Inactive Investor,Grace Bluhm,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10974183,Inactive Investor,Dorothy Demandante,,PFS Investments Inc. Upland CA 151 D St,dorothy.demandante@primerica.com,,Salesforce
234066,, -,,[[Unknown]],shahanaz121983@gmail.com,,
11086630,Inactive Investor,Michael McVoy,,"Raymond James Financial Services, Inc. Aspen CO 111 Aspen Airport Business Ctr",michael.mcvoy@raymondjames.com,,Salesforce
9552397,,William Golden,,,wjgolden@polymathescapital.com,,List import
10815479,Inactive Investor,Thomas Benkovich,Private Wealth Advisor,"Ameriprise Financial Services, LLC Camp Hill PA 4661 Trindle Rd",thomas.f.benkovich@ampf.com,,Salesforce
10989710,Inactive Investor,Hannah Weaver,Financial Advisor,"Perspective Wealth Partners, LLC",hannahw@perspectivewealth.com,,Salesforce
11161799,Inactive Investor,David Wallman,,Morgan Stanley,david.wallman@morganstanley.com,,Salesforce
9604807,,Pete Koury,,,pete.koury@tractionfp.com,,List import
222859,,Thomas Mancuso,,Prime Capital,tmancuso@pciawealth.com,,
11208512,Inactive Investor,Matthew Cummings,Wealth Management Associate,Morgan Stanley Orinda CA 2 Theatre Sq,matthew.cummings@morganstanley.com,,Salesforce
10990155,Inactive Investor,Artin Haftevani,,"Wells Fargo Clearing Services, LLC Thousand Oaks CA 140 E Thousand Oaks Blvd",,,Salesforce
10896910,Inactive Investor,Ryan Jones,Financial Advisor,Thrivent Investment Management Inc. Wausau WI 3506 Stewart Ave,ryan.jones@thrivent.com,,Salesforce
10927951,Inactive Investor,Frederick Fleischmann,,PFS Investments Inc. Portage MI 1302 W Milham Ave,frederick.fleischmann@primerica.com,,Salesforce
10840931,Inactive Investor,Steven Grabowski,,UBS Financial Services Inc. Newtown PA 411 S State St,steven.grabowski@ubs.com,,Salesforce
11116843,Inactive Investor,Mikaela Snell,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
9642048,,Wayne Ricci,,,wayne.ricci@yahoo.com,,List import
10796100,Inactive Investor,Donald Grant,,"Kestra Investment Services, LLC Wichita KS 1223 N Rock Rd",,,Salesforce
10876753,Inactive Investor,Timothy Riebock,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,timothy.riebock@fmr.com,,Salesforce
9561740,,Scott Kiernan,,,scott.kiernan@fidelity.com,,List import
11063698,Inactive Investor,Dana Jetton,,PFS Investments Inc. Tulsa OK 2508 E 71st St,dana.jetton@primerica.com,,Salesforce
9579954,,Renee Risher,,,rrisher@raine.com,,List import
197274,,Jim Hackett,,[Unknown],jim@jimhackett.com,,Direct
11206880,Inactive Investor,Katrina Freedman,,LPL Financial LLC Reston VA 1939 Roland Clarke Pl,katrina.freedman@lpl.com,,Salesforce
164351,,Fav mcg,,[Unknown],faviana.mcgrody@gmail.com,,Direct
10928738,Inactive Investor,Nathan Bishop,Chief Investment Officer;Portfolio Manager;Principal,Opus Capital Management,nbishop@opusinc.com,,Salesforce
11055239,Inactive Investor,Patrick Kelley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10978085,Inactive Investor,John Wetula,,"ETC Brokerage Services, LLC Westlake OH 1 Equity Way",john@etcbrokerage.com,,Salesforce
10959383,Inactive Investor,Ryan Hahn,,LPL Financial LLC South Bend IN 110 S Main St,,,Salesforce
9548559,,Donald Stewart,,,donald.stewart@fmr.com,,List import
152357,,Othman O'Malley,,[Unknown],othman.omalley@gmail.com,,Organic Search
10985960,Inactive Investor,Logan Collie,Founder;Senior Advisor,"Collie Financial Planning, Inc.",lcollie@colliefp.com,,Salesforce
10906032,Inactive Investor,Kevin MacWilliams,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,,,Salesforce
11260033,Inactive Investor,Micah Alsobrook,,LPL Financial LLC Saint Louis MO 1401 S Brentwood Blvd,,,Salesforce
10845784,Inactive Investor,Jay Shaffer,,Cetera Advisor Networks LLC Butler PA 422 N Main St,jay.shaffer@ceterawealth.com,,Salesforce
10972962,Inactive Investor,Maria De Benavides Parra,Assistant Vice President;Private Client Banker,J.P. Morgan Securities LLC Coeur D Alene ID 143 W Neider Ave,maria.de-benavides-parra@jpmorgan.com,,Salesforce
11027443,Inactive Investor,Kacie Rogers,,"Larson Financial Securities, LLC Lakeland FL 65 Lake Morton Dr",,,Salesforce
10832178,Inactive Investor,Barbara Richards,,"Wells Fargo Clearing Services, LLC",barbara.richards@wfadvisors.com,,Salesforce
9553572,,Hedon Lee,,,hedon.lee@gmail.com,,List import
9607866,,allon swartz,,,allon.dcl@outlook.com,,List import
334107,,Mary Allmon,Portfolio Manager And Member,"Marietta Investment Partners, Llc",mallmon@mariettallc.com,414-289-9080,Manual List Upload
10921931,Inactive Investor,Neil Chang,,"Transamerica Financial Advisors, Inc Brea CA 3350 E Birch St",neil.chang@tfaconnect.com,,Salesforce
11201658,Inactive Investor,Glenn Guthrie,,"Hornor, Townsend & Kent, LLC Woodstock GA 980 Woodstock Pkwy",gguthrie@htk.com,,Salesforce
10943774,Inactive Investor,Kevin Kretzmar,,Momentum Independent Network Inc.,kevin.kretzmar@momentumin.com,,Salesforce
83,,,,,EJones@250ok.onmicrosoft.com,,
10829708,Inactive Investor,Josette Rathbun,First Vice President - Wealth Management;Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",josette_rathbun@ml.com,,Salesforce
10884218,Inactive Investor,Mauricio Benitez,,BBVA Securities Inc.,,,Salesforce
4053849,,Business Manager,,,eebizmgr@gmail.com,,Web Form Fillout
11071848,Inactive Investor,Katie Tropp-Levy,,Goldman Sachs & Co.,,,Salesforce
10969025,Inactive Investor,Kristina Riccio,,Fidelity Brokerage Services LLC,,,Salesforce
10884728,Inactive Investor,Barbara Matheson,Senior Wealth Advisor;Vice President,Destination Wealth Management,barbara@destinationwm.com,,Salesforce
10864373,Inactive Investor,Scott Makowski,,Ally Invest Securities LLC,smakowski@tradeking.com,,Salesforce
10819627,Inactive Investor,Joni Reiling,Financial Advisor,LPL Financial LLC Fort Dodge IA 1207 Central Ave,joni.reiling@lpl.com,,Salesforce
9588669,,Francois Mauron,,,fmauron@quantafin.com,,List import
10978932,Inactive Investor,Jana Armstrong,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11148074,Inactive Investor,Alexander Garrett,,Cetera Advisor Networks LLC Troy MI 5455 Corporate Dr,,,Salesforce
11082352,Inactive Investor,Joseph Hyde,Financial Advisor,Edward Jones Lees Summit MO 200 SE Douglas St,joseph.hyde@edwardjones.com,,Salesforce
11010124,Inactive Investor,Griffin Rathgeb,,Thrivent Investment Management Inc. Houston TX 5600 NW Central Dr,griffin.rathgeb@thrivent.com,,Salesforce
11197609,Inactive Investor,Ann Stachecki,Chief Compliance Officer,New Era Investments LLC,ann@newerainvestmentsllc.com,,Salesforce
10775486,Inactive Investor,Ryan Settle,Executive Director,J.P. Morgan Securities LLC Sacramento CA 1300 21st St,,,Salesforce
9582680,,Michael Charvala,,,mcharvala@mrcapco.com,,List import
11076357,Inactive Investor,Brian Sniegowski,Financial Solutions Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",brian.sniegowski@ml.com,,Salesforce
11143008,Inactive Investor,Nicholas Hassig,Senior Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10908476,Inactive Investor,Rajpreet Dhaliwal,Vice President,Morgan Stanley New York NY 750 7th Ave,,,Salesforce
11162087,Inactive Investor,Richard Maloyan,,LPL Financial LLC Beachwood OH 3750 Park East Dr,richard.maloyan@lpl.com,,Salesforce
10781029,Inactive Investor,Matthew Goodspeed,,J.P. Morgan Securities LLC Washington DC 875 15th St NW,matthew.l.goodspeed@jpmorgan.com,,Salesforce
11088952,Inactive Investor,Robert Sutter,,"RFG Advisory, LLC Birmingham AL 1400 Urban Center Dr",,,Salesforce
10856633,Inactive Investor,Jonathan Brandt,Founder;Managing Member;Portfolio Manager,JourneyTree Financial Advisors,jonathan@journeytree.com,,Salesforce
10952368,Inactive Investor,Matthew Sessa,,"Independent Financial Group, LLC Lancaster CA 1210 W Avenue J",,,Salesforce
10899021,Inactive Investor,Tayne Deneui,Financial Advisor,LPL Financial LLC Minneapolis MN 1118 Cedar Lake Rd S,tayne.deneui@lpl.com,,Salesforce
10597388,,Ramez Salib,,,ramezinvest@yahoo.com,,Web Form Fillout
189814,,Alexandros Katsouleas,,[Unknown],katsouleasalex@gmail.com,,Organic Search
10799729,Inactive Investor,Robert McClinton,Regional Vice President,PFS Investments Inc. Chula Vista CA 690 Otay Lakes Rd,robert.mcclinton@primerica.com,,Salesforce
9635714,,Barry Griffiths,,,barry.griffiths@landmarkpartners.com,,List import
9557177,,Leigh Joseph,,,leigh.joseph@securitiesamerica.com,,List import
10784311,Inactive Investor,Amy Madura,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,,,Salesforce
9580583,,Carlos Coelho,,,coelhocarlosalberto@gmail.com,,List import
10894280,Inactive Investor,Joseph Gleba,,"Avantax Investment Services, Inc. McHenry IL 4123 W Shamrock Ln",,,Salesforce
10977639,Inactive Investor,Christopher Stewart,Relationship Manager,"U.S. Bancorp Investments, Inc. Albuquerque NM 5620 Wyoming Blvd NE",,,Salesforce
9575163,,William Buchanan,,,bill.buchanan@voya.com,,List import
10921869,Inactive Investor,Niralee Patel,Financial Advisor,"Raymond James & Associates, Inc. Savoy IL Private Residence",niralee.patel@raymondjames.com,,Salesforce
10922600,Inactive Investor,Lindsey Leaverton,Director - Wealth Management,"Northwestern Mutual Investment Services, LLC Austin TX 1708 W 6th St",lindsey.leaverton@nm.com,,Salesforce
9603893,,HANNAH POST,,,hpost@circle.com,,List import
10871181,Inactive Investor,Christopher Guptill,,Fidelity Brokerage Services LLC Lexington KY 161 Lexington Green Cir,,,Salesforce
11107616,Inactive Investor,James Devine,,PFS Investments Inc. Chicago IL 1856 N Leclaire Ave,james.devine@primerica.com,,Salesforce
10831252,Inactive Investor,Sita Lalchandani,,Cetera Advisors LLC Citrus Heights CA 5650 Sunrise Blvd,sita.lalchandani@ceteraadvisors.com,,Salesforce
10845515,Inactive Investor,Melissa Browning,Senior Client Associate,"Benjamin F. Edwards & Company, Inc. Jonesboro AR 1112 Windover Rd",melissa.browning@benjaminfedwards.com,,Salesforce
11165660,Inactive Investor,James McQuiggan,Financial Advisor,"Pinnacle Investments, LLC Port Saint Joe FL Private Residence",jmcquiggan@pinnacle-llc.com,,Salesforce
10851553,Inactive Investor,Clark Jensen,Financial Advisor,Edward Jones Dacula GA 2089 Teron Trce,clark.jensen@edwardjones.com,,Salesforce
11107709,Inactive Investor,Thomas Suttner,Chief Compliance Officer;President,"McGlone Suttner Wealth Management, Inc.",tom@mcglonesuttner.com,,Salesforce
9618016,,Steven Persky,,,spersky@daltoninvestments.com,,List Import
10876066,Inactive Investor,Joseph Murrer,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 101 S Ellsworth Ave",joseph.murrer@ml.com,,Salesforce
11117469,Inactive Investor,Sean Riley,Financial Advisor,"BCG Securities, Inc.",sriley@bcgsecurities.com,,Salesforce
10846952,Inactive Investor,Mark Thorne,,LPL Financial LLC La Jolla CA 7608 La Jolla Blvd,mark.thorne@lpl.com,,Salesforce
10899433,Inactive Investor,Jason Prew,,"Bankers Life Securities, Inc. Hauppauge NY 1393 Veterans Hwy",jason.prew@bankerslife.com,,Salesforce
10756281,Inactive Investor,Adrenee Asadoorian,Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",adrenee.asadoorian@ml.com,,Salesforce
11029188,Inactive Investor,David Tomback,Chief Compliance Officer;Financial Planner,"Earndex, LLC",,,Salesforce
9593767,,Saad Hadi,,,sam74kg@hotmail.com,,List import
9552483,,Michael McCullough,,,mmccullough@unitedplanners.com,,List import
10853887,Inactive Investor,David Flanigan,,"Cambridge Investment Research, Inc. Marietta GA 2820 Lassiter Rd",,,Salesforce
9575934,,Albert Dantonio,,,adantonio@financialguide.com,,List import
342656,,Carrie Morris,Director,Hazelview Securities Inc.,cmorris@timbercreek.com,188-894-98439,Manual List Upload
10932559,Inactive Investor,Sarah Hussey,President,Black Cat Wealth,,,Salesforce
10974518,Inactive Investor,Gail Woodruff,,MWA Financial Services Inc. Mount Pleasant MI 405 S Mission St,gail.a.woodruff@mwarep.org,,Salesforce
10838585,Inactive Investor,Kent Martinson,,Nicolet Wealth Management Eau Claire WI 1010 W Clairemont Ave,kmartinson@nicoletwealth.com,,Salesforce
10779697,Inactive Investor,Christopher Gillette,Director - Corporate Cash Investments;Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,chris.gillette@morganstanley.com,,Salesforce
11062283,Inactive Investor,Carlos Padilla,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,cepadilla@ft.newyorklife.com,,Salesforce
10831795,Inactive Investor,Edmund Abodeely,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Cedar Rapids IA 4101 Glass Rd NE",edmund.2.abodeely@ampf.com,,Salesforce
10890100,Inactive Investor,Kimberly Lee-Hammett,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,kim.lee-hammett.r771@statefarm.com,,Salesforce
10844179,Inactive Investor,Gary Phelps,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Barrington IL 257 E Main St",gary.phelps@stifel.com,,Salesforce
11069413,Inactive Investor,Dana Powell,,Cetera Advisor Networks LLC Georgetown TX Private Residence,,,Salesforce
11056651,Inactive Investor,Adam Trone,,PFS Investments Inc. York PA 4185 W Market St,atrone@primerica.com,,Salesforce
10810645,Inactive Investor,Joseph Asiano,Financial Advisor;Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. San Francisco CA 555 California St,jr.asiano@ubs.com,,Salesforce
9636441,,James Bunker,,,james@ptportfolios.com,,List import
10820115,Inactive Investor,Anthony Niedert,,Commonwealth Financial Network West Des Moines IA 6701 Westown Pkwy,aniedert@commonwealth.com,,Salesforce
11151727,Inactive Investor,Jeremy Pierce,,J.P. Morgan Securities LLC Collierville TN 1035 W Poplar Ave,,,Salesforce
10901969,Inactive Investor,Shawn McMahon,Relationship Manager,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",mcmahon.shawn@principal.com,,Salesforce
11169548,Inactive Investor,Erin Williams,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11088089,Inactive Investor,Aimee O'Connor,Managing Partner,"Marquette Associates, Inc.",aoconnor@marquetteassociates.com,,Salesforce
98323,,steve wooten,,WOO-10,moors10ten@yahoo.com,2038497799,Organic Search
9558934,,Floyd Watts,,,floydwatts706@gmail.com,,List import
10808956,Inactive Investor,Manotham Ward,Portfolio Associate,Morgan Stanley Santa Rosa CA 3562 Round Barn Cir,,,Salesforce
10940019,Inactive Investor,Nicole Cole,Wealth Advisor,LPL Financial LLC Fredericksburg VA 1009 Roberts Ct,nicole.cole@lpl.com,,Salesforce
10832853,Inactive Investor,Kian Adyani,Market Supervision Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",kian.adyani@ml.com,,Salesforce
67175,,Peggy Sherman,Lead Advisor,Briaud Financial Advisors,psherman@briaud.com,979-260-9771,
11234165,Inactive Investor,John Le,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,john.le@glic.com,,Salesforce
10874700,Inactive Investor,Joanne Menard,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",,,Salesforce
10902334,Inactive Investor,Courtland Dreher,Financial Advisor,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
9593826,,Michael Degnan,,,mdegnan@dimeoschneider.com,,List import
11199700,Inactive Investor,Anand Dookie,Financial Advisor,LPL Financial LLC Brooklyn NY 265 86th St,anand.dookie@lpl.com,,Salesforce
321810,,Lindsey Camp,,Janus Henderson Investors,lindsey.camp@janushenderson.com,,Manual List Upload
11047194,Inactive Investor,Logan Atkins,Financial Advisor;Financial Planning Specialist;Registered Associate,Morgan Stanley Dallas TX 2121 N Pearl St,logan.atkins@morganstanley.com,,Salesforce
11149174,Inactive Investor,Roy Chavez-Guerra,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Paradise Valley AZ 7293 N Scottsdale Rd",roy.chavez@schwab.com,,Salesforce
10814642,Inactive Investor,Sarah Lehmer,Financial Advisor,Edward Jones Wilmette IL 825 Green Bay Rd,sarah.lehmer@edwardjones.com,,Salesforce
10603866,,Robert Morse,"Chief Executive Officer, Chief Investment Officer, President, Regulatory Contact, Senior Portfolio Manager","Morse Asset Management, Inc.",rob.morse@morseasset.com,646-568-4087,List import
10764477,Inactive Investor,Amy Bright,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester NH 900 Elm St",,,Salesforce
9557249,,James Ostler,,,qf9l8fdtion@temporary-mail.net,,List import
116605,,David Trossman,CFA,Passive Capital Management,dtrossman@passivecapital.com,3154783130,
10765514,Inactive Investor,Francisco Gonzalez,Analyst - Consulting Group,Morgan Stanley Houston TX 2800 Post Oak Blvd,francisco.gonzalez@morganstanley.com,,Salesforce
10894648,Inactive Investor,Kirsty Borg,,Goldman Sachs & Co.,,,Salesforce
10953559,Inactive Investor,Liam O'Reilly,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11160706,Inactive Investor,Andrew Shand,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,andrew_shand@vanguard.com,,Salesforce
11096088,Inactive Investor,Joseph Bautista,Financial Planner;Member,"Bautista Planning and Analytics, LLC",,,Salesforce
11144003,Inactive Investor,Adam Morgan,,"Private Client Services, LLC Richmond VA Private Residence",,,Salesforce
9644804,,Anthony Dalessando,,,adaless001@gmail.com,,List import
11043664,Inactive Investor,Richard Abbe,,LPL Financial LLC Waco TX 4800 Lakewood Dr,richard.abbe@lpl.com,,Salesforce
9553217,,Jeffrey Fryer,,,jfryer@wattsgwilliam.com,,List Import
10840021,Inactive Investor,Thomas Streep,Financial Advisor,Edward Jones Boston MA 77 N Washington St,tom.streep@edwardjones.com,,Salesforce
11231491,Inactive Investor,Tyler DeMoss,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",tyler.demoss@ml.com,,Salesforce
10656215,,Julie Gritzenbach,,,jgritzenbach@williamblair.com,,List import
234190,, -,,[[Unknown]],relief2008@gmail.com,,
10897197,Inactive Investor,Eric Williams,Financial Advisor,Edward Jones Nolensville TN 7211 Haley Industrial Dr,eric.williams@edwardjones.com,,Salesforce
11030580,Inactive Investor,Jamie Edwards,,J.P. Morgan Securities LLC Channahon IL 27242 W Eames St,,,Salesforce
11197270,Inactive Investor,Hyong Leung,Financial Advisor,"Pruco Securities, LLC. Walnut Creek CA 1990 N California Blvd",hyong.leung@prudential.com,,Salesforce
9560873,,Michael Enriquez,,,enriquez.mike@principal.com,,List import
10418816,,Kevin Reid,,,kevinwreid@yahoo.com,,Web Form Fillout
9577902,,Li Chunying,,,qianniancc@qq.com,,List import
11020879,Inactive Investor,David Estes,,"Robinhood Securities, LLC Roanoke TX 1500 Solana Blvd",,,Salesforce
333806,,Chris Lover,Managing DirectoR,Pfm Asset Management Llc,loverc@pfm.com,717-231-6200,Manual List Upload
9572927,,Joseph Leonetti,,,joseph.leonetti@huntington.com,,List import
10904452,Inactive Investor,Gregory Phillips,,"Calton & Associates, Inc. La Porte IN 101 W 18th St",gphillips@calton.com,,Salesforce
10779376,Inactive Investor,Darrin Frankel,Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley Torrance CA 21250 Hawthorne Blvd,darrin.frankel@morganstanley.com,,Salesforce
11235672,Inactive Investor,Madison Gontarek,Associate Financial Advisor,Commonwealth Financial Services,madison.gontarek@cfswv.com,,Salesforce
340958,,Pat Latta,Financial Advisor,Act Advisors,pat.latta@lpl.com,828-398-2802,Manual List Upload
11181581,Inactive Investor,Aaron Jensen,,"Osaic Wealth, Inc. Denver CO 7351 E Lowry Blvd",,,Salesforce
10897312,Inactive Investor,Teresa Shea,,"Cambridge Investment Research, Inc. Raleigh NC 9208 Falls of Neuse Rd",,,Salesforce
9648257,,Stephen Bowers,,,bigimperial23@gmail.com,,List import
11108661,Inactive Investor,Paul Artin,,Fidelity Brokerage Services LLC Burbank CA 2900 W Alameda Ave,paul.artin@fidelity.com,,Salesforce
9583145,,jMarcos Oliveira,,,jmarcosoliver@gmail.com,,List import
1002104,Inactive Investor,Ron Adelhelm,CFO,Tarsadia Investments,rona@tarsadia.com, +1 949 610 8000,
9565393,,Polly Peters,,,polly@freestateadvisors.com,,List import
9595491,,Manuel Fernandez Cisneros,,,manufern@gmail.com,,List import
9627201,,Mert Cicek,,,kendindenadam@gmail.com,,List import
11107339,Inactive Investor,David Marich,Private Client Advisor,J.P. Morgan Securities LLC Los Alamitos CA 3502 Katella Ave,david.marich@jpmorgan.com,,Salesforce
11145641,Inactive Investor,Joseph McLaughlin,Corporate Retirement Director;Financial Advisor;Financial Wellness Director;Institutional Consulting Director;Qualified Plan Fin,Morgan Stanley Norwell MA 141 Longwater Dr,joseph.mclaughlin@morganstanley.com,,Salesforce
10754319,Inactive Investor,Anthony Zollman,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",anthony.x.zollman@ampf.com,,Salesforce
10619198,,Timothy March,,,tim.march@benjaminfedwards.com,,List Import
10819299,Inactive Investor,Trevor Holsinger,Founder;Investment Advisor Representative;President,"Aspen Wealth Management, Inc.",trevor@aspenwealth.com,,Salesforce
10614185,,Robert Decker,"Financial Advisor, Managing Director",,robert.decker@wellsfargoadvisors.com,,List Import
10978105,Inactive Investor,Cody Richardson,,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",cody.richardson@nm.com,,Salesforce
11297906,,Michael Moeller,,,moell2860@icloud.com,,Web Form Fillout
8106005,,Vince Dillon,,,keesaynewlorraine@gmail.com,,Web Form Fillout
10974933,Inactive Investor,Stefan Ropp,,"GLP Investment Services, LLC",sropp@glpwins.com,,Salesforce
202435,,Catalin Zonte,,United States,c.s.zonte@gmail.com,,
11205820,Inactive Investor,Nicholas Schraft,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Summit NJ 1 Deforest Ave",nicholas.schraft@ml.com,,Salesforce
10486503,,Christopher Thrower,,"MML Investors Services, LLC",thrower11@yahoo.com,,List Import
10908894,Inactive Investor,Ryan Dwight,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,ryan.dwight.tz4z@statefarm.com,,Salesforce
11205090,Inactive Investor,Nathan McAbee,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tyler TX 6751 Old Jacksonville Hwy",nathan.mcabee@ml.com,,Salesforce
10895887,Inactive Investor,Janice Reedy,,Edward Jones,janice.reedy@edwardjones.com,,Salesforce
140021,,Brett Miller,,"Trilogy Capital, Inc.",brett.miller@trilogyfs.com,,
10645389,,Lynn Davy,,,ldavy@pershing.com,,List Import
9608601,,David Moscato,,,david@quarantia.lu,,List import
10965820,Inactive Investor,John Stepina,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
1003202,Inactive Investor,Brian Roberts,,Lyft,broberts@lyft.com,,3rd Party Lead Gen
10933179,Inactive Investor,Christopher Koppen,Financial Advisor,LPL Financial LLC Raleigh NC 2245 Gateway Access Pt,chris.koppen@lpl.com,,Salesforce
11103908,Inactive Investor,Nelson Barragan,Chief Compliance Officer;President,Intuitivo LLC San Juan 1666 Ave Ponce de Leon,,,Salesforce
10767201,Inactive Investor,Rebecca Weig,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",rebecca.weig@ml.com,,Salesforce
59888,,Andrew Reinders,Regional Director,"Voya Financial Advisors, Inc.",andrew.reinders@voya.com,,
10779206,Inactive Investor,Daniel Urschler,,"Wells Fargo Advisors Financial Network, LLC",daniel.urschler@wfafinet.com,,Salesforce
9634751,,Daniel Neumeyer,,,daniel.neumeyer@huntington.com,,List import
10486481,,Landon Vaughan,,"MML Investors Services, LLC",landonvaughan@financialguide.com,,List Import
10783861,Inactive Investor,Derek Cherne,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,derek.cherne@ubs.com,,Salesforce
10780881,Inactive Investor,Monica Biskup,,Fidelity Brokerage Services LLC Marlton NJ 501 Rte 73 S,monica.biskup@fidelity.com,,Salesforce
10901075,Inactive Investor,Anthony Johnson,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
245912,,Not Provided,Partner,Morgan Lewis & Bockius LLP,robin.nunn@morganlewis.com,,Manual List Upload
9647475,,michael bulhack,,,michaelbulhack@aol.com,,List import
11075538,Inactive Investor,Michael Fels,,"J.W. Cole Financial, Inc. Clearwater FL 3001 Countryside Blvd",,,Salesforce
10884054,Inactive Investor,Michael Urizzo,Director;Regional Investment Strategist,"Charles Schwab & Co., Inc. Charlotte NC Private Residence",,,Salesforce
10923357,Inactive Investor,Michaela Pryor,Associate Advisor;Client Service Associate,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",michaela.pryor@ampf.com,,Salesforce
10997176,Inactive Investor,James Howe,,LPL Financial LLC Denver CO 2050 S Downing St,,,Salesforce
9556096,,Scott Fleming,"Chief Executive Officer, Founder, President",Stonebridge Advisors LLC,sfleming@stonebridgeft.com,,List import
11260224,Inactive Investor,Alissa Pfab,,"Northwestern Mutual Investment Services, LLC Cedar Rapids IA 401 1st St SE",alissa.pfab@nm.com,,Salesforce
11211612,Inactive Investor,Paul Thomas,,"Mutual of Omaha Investor Services, Inc. Waukesha WI N16W23217 Stone Ridge Dr",paul.thomas@mutualofomaha.com,,Salesforce
10488257,,Christopher Skoog,"Chief Compliance Officer, Chief Financial Officer","Hewes Fund Management, LLC",cskoog@hewesfund.com,,List Import
10773988,Inactive Investor,Scot Erwin,Financial Advisor,"Wells Fargo Clearing Services, LLC Beverly Hills CA 433 N Camden Dr",scot.erwin@wellsfargoadvisors.com,,Salesforce
10911850,Inactive Investor,Katherine Stewart,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",katie.stewart@firstcitizens.com,,Salesforce
10910332,Inactive Investor,Mark Wilson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
371965,,Jerry Olinski,,[Unknown],jerry.closetsystemshawaii@gmail.com,,product
10618001,,Darrel Swienton,,,darrel.swienton@wellsfargoadvisors.com,,List Import
10972164,Inactive Investor,Adolfo Salazar,,J.P. Morgan Securities LLC Palm Springs CA 499 S Palm Canyon Dr,adolfo.f.salazar@jpmorgan.com,,Salesforce
9629953,,Tom Tazelaar,,,tazelnoot@gmail.com,,List import
10920730,Inactive Investor,Robert Devine,Financial Professional,"MML Investors Services, LLC Jacksonville FL 6817 Southpoint Pkwy",robertdevine@financialguide.com,,Salesforce
10849577,Inactive Investor,Kenneth Madsen,,Cetera Advisor Networks LLC Englewood CO 5655 S Yosemite St,,,Salesforce
128473,,Albert Li,,Integrated Wealth Concepts Llc,albert.li@lpl.com,,
10865498,Inactive Investor,James Monroe,,State Farm VP Management Corp.,,,Salesforce
11080157,Inactive Investor,Michael Kelly,,UBS Financial Services Inc. Albuquerque NM 2155 Louisiana Blvd NE,michael.kelly@ubs.com,,Salesforce
10935511,Inactive Investor,Laurie Blevins,Associate,Edward Jones Manistee MI 263 River St,,,Salesforce
10913934,Inactive Investor,Colin Healy,Chief Executive Officer;President,"Pathway Partners Wealth Advisors, LLC",chealy@pathwaypartnerswa.com,,Salesforce
10916164,Inactive Investor,Gary Brittain,Chief Compliance Officer;Investment Advisor Representative;Owner,Legacy Folios,garyb@legacyfolios.com,,Salesforce
11032323,Inactive Investor,Jeffrey Garlick,,State Farm VP Management Corp. Wyoming MI 1428 44th St SW,,,Salesforce
11013695,Inactive Investor,Evan Brown,,Firstrade Securities Inc.,evan.brown@firstrade.com,,Salesforce
11087577,Inactive Investor,Robert Crosby,,"Osaic FA, Inc. Urbandale IA 2900 100th St",robb.crosby@lfg.com,,Salesforce
11209342,Inactive Investor,Timothy Flanagan,,"Principal Securities, Inc.",flanagan.timothy@principal.com,,Salesforce
169092,,Justin Abernathy,,[Unknown],socinfaud@theabernathygroup.com,,
10903653,Inactive Investor,Anthony Hellenbrand,Chief Compliance Officer;Owner;Partner,Safeguard Wealth Management,,,Salesforce
10645476,,Patricia Hardina,,,phardina@needhamco.com,,List Import
9589357,,Jack Benavides,,,jack.benavides@student.fairfield.edu,,List import
11182298,Inactive Investor,Geoffrey Burke,Investment Advisor Representative,Northwest Asset Management Lake Oswego OR Private Residence,geoff.burke@nwasset.com,,Salesforce
10843798,Inactive Investor,Brannon Brown,Financial Advisor,LPL Financial LLC Englewood CO 8400 E Prentice Ave,brannon.brown@lpl.com,,Salesforce
9542092,,Donald France,,,acndon@acninc.net,,List import
11011835,Inactive Investor,James Chenevert,,PFS Investments Inc. Colorado Springs CO 4905 N Union Blvd,,,Salesforce
9633940,,Denise Saylors,,,contactus@oregonmaidnearme.com,,List import
9587245,,Kristy Schreiber,,,kristy.schreiber@associatedbank.com,,List import
10782018,Inactive Investor,Anthony D'Aquila,Senior Vice President - Wealth Management;Senior Wealth Advisor,Citigroup Global Markets Inc. Ridgefield CT 621 Main St,anthony.daquila@citigroup.com,,Salesforce
6795775,,HELAL AHMED,,,helalbockth3837@gmail.com,,Web Form Fillout
9631852,,Ben Roth,,,bbroth@gmail.com,,List import
11106240,Inactive Investor,Andrew Turnbull,,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,andrew.turnbull@jpmorgan.com,,Salesforce
10796621,Inactive Investor,Stephanie Tam,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,stephanie.tam@morganstanley.com,,Salesforce
11000937,Inactive Investor,Noah Festi,,"Pruco Securities, LLC. Columbus OH 1 Easton Oval",noah.festi@prudential.com,,Salesforce
11193089,Inactive Investor,Lillian Chairez,,J.P. Morgan Securities LLC Richardson TX 100 N Central Expy,,,Salesforce
11121337,Inactive Investor,Joseph Paredez,Financial Advisor,Edward Jones Hooksett NH 1461 Hooksett Rd,joe.paredez@edwardjones.com,,Salesforce
54134,,Tina Castro,"Managing Member, Chief Compliance Officer","Avivar Capital, Llc",tcastro@avivarcapital.com,818-681-6833,Manual List Upload
10897616,Inactive Investor,Andrew Banks,,"Wells Fargo Advisors Financial Network, LLC Naples FL 5811 Pelican Bay Blvd",andy.banks@wellsfargoadvisors.com,,Salesforce
10798016,Inactive Investor,David Smith,Investment Advisor Representative;Senior Regional Leader,PFS Investments Inc. Wixom MI 28221 Beck Rd,dsmith.wsl74@primerica.com,,Salesforce
10852024,Inactive Investor,Michael Walton,Financial Advisor,LPL Financial LLC Saint Louis MO 13358 Manchester Rd,chad.walton@lpl.com,,Salesforce
10789283,Inactive Investor,David Holzman,,"Raymond James Financial Services, Inc. Englewood CO 8400 E Prentice Ave",david.holzman@raymondjames.com,,Salesforce
93680,,David Einhorn,Senior Manager And Senior Member,"Greenlight Masters, Llc",deinhorn@greenlightcapital.com,212-973-1900,Manual List Upload
11130599,Inactive Investor,Manoda Chauhan,Financial Advisor,"Ameriprise Financial Services, LLC Rochelle Park NJ 201 W Passaic St",manoda.x.chauhan@ampf.com,,Salesforce
9628783,,David Britt,,,dwbrit01@me.com,,List import
11062112,Inactive Investor,Lucas Hunt,,LPL Financial LLC Mars PA 100 Northpointe Cir,lucas.hunt@lpl.com,,Salesforce
11197160,Inactive Investor,Alexas Salinas,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
224860,,rew gomi,,[Unknown],rewgomi@protonmail.ch,,Direct
11012538,Inactive Investor,Christian Burks,,"Centaurus Financial, Inc. Flower Mound TX 6021 Morriss Rd",,,Salesforce
10657559,,Bilqees Mohammed,,,bilquees.mohammed@chase.com,,List Import
10802228,Inactive Investor,James Schillaci,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,james.schillaci@ubs.com,,Salesforce
10791787,Inactive Investor,Mitchell Kraus,Registered Principal,LPL Financial LLC Santa Monica CA 1250 6th St,mitchell.kraus@lpl.com,,Salesforce
10619523,,Mary Tomanek,,,mary.tomanek@morganstanley.com,,List Import
9592564,,Susan Elser,,,susan@elserfp.com,,List import
11059943,Inactive Investor,Walid Elkhoury,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",,,Salesforce
9596848,,Beth Tessar,,,beth.tessar@svaplumb.com,,List import
10994964,Inactive Investor,Daniel Sterling,,LPL Financial LLC Sacramento CA 8945 Cal Center Dr,daniel.sterling@lpl.com,,Salesforce
10619250,,Christine Wirtschoreck,,,christine.wirtschoreck@morganstanley.com,,List Import
11164976,Inactive Investor,Maria Fernandez,,Bolton Global Capital Miami FL 1441 Brickell Ave,,,Salesforce
6716577,,Farhad gul Gul,,,farhadg992@gmail.com,,Web Form Fillout
10855607,Inactive Investor,Paul Ellis,,"Cambridge Investment Research, Inc. Mukilteo WA Private Residence",,,Salesforce
10943184,Inactive Investor,Enrique Amador,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,enrique.amador@jpmorgan.com,,Salesforce
11160348,Inactive Investor,Xiaolin Yang,Financial Advisor,Morgan Stanley Palo Alto CA 245 Lytton Ave,sharon.yang@morganstanley.com,,Salesforce
9587677,,Bryan Scordamaglia,,,bscordamaglia@dorchestercapital.com,,List import
11221069,,John Dwyer,,,keith_dwyer@ohionational.com,,List Import
10664969,,Pinxe PeerGil,,,peergilpinxe@gmail.com,,Web Form Fillout
95834,,Andy Scanlon,Account Manager,Accel Wealth Management Llc,ascanlon@acceladvantage.com,319-596-1101,Manual List Upload
10760914,Inactive Investor,Julie Mitchell,Registered Support Assistant,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",julie.mitchell@ampf.com,,Salesforce
10881658,Inactive Investor,David Busselman,Financial Consultant,Intellicents Investment Solutions Inc,david.busselman@intellicents.com,,Salesforce
10797965,Inactive Investor,Todd Milliken,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Casper WY 200 S Center St",todd.milliken@rbc.com,,Salesforce
11202841,Inactive Investor,Geoffrey Gruetzmacher,Advisor;Business Development Officer;Chief Compliance Officer;Member,COPIA Wealth Management,,,Salesforce
11032555,Inactive Investor,Austin Krise,,LPL Financial LLC Pittsburgh PA 920 Fort Duquesne Blvd,austin.krise@lpl.com,,Salesforce
11031063,Inactive Investor,Darren Norton,Senior Wealth Advisor,"The Colony Group, LLC Wellesley Hills MA 93 Worcester St",darren.norton@thecolonygroup.com,,Salesforce
10783991,Inactive Investor,Bruce Reay,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10763475,Inactive Investor,Bridget Bergeron,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grosse Pointe MI 17000 Kercheval Ave",bridget_bergeron@ml.com,,Salesforce
10963531,Inactive Investor,Eugene Miller,Managing Director - Family Office,"Swan Global Investments, LLC Dallas TX 13155 Noel Rd",,,Salesforce
9621275,,Shane Smith,,,sharpie111488@gmail.com,,List import
11229165,Inactive Investor,Logan Petre,Personal Banker,"Fifth Third Securities, Inc. Carmel IN 10215 N Michigan Rd",logan.petre@53.com,,Salesforce
11098477,Inactive Investor,Francis Mcgrail,Financial Advisor,"Wells Fargo Clearing Services, LLC Purchase NY 2500 Westchester Ave",francis.mcgrail@wellsfargoadvisors.com,,Salesforce
10864031,Inactive Investor,Thomas Oley,Fiduciary Consultant;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Grapevine TX 1400 S Main St",tom.oley@wellsfargo.com,,Salesforce
211631,,Kyler Not Provided,Legislative Assistant,Thorn Run Partners,kyleraphillips@gmail.com,,Manual List Upload
170617,,Jack Peterson,,[Unknown],jrp38988@gmail.com,,
248161,,Paul Huzarski,Director,Evercore ISI,paul.huzarski@evercoreisi.com,,Manual List Upload
10811628,Inactive Investor,Brian Blake,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,brian.blake@ubs.com,,Salesforce
10903107,Inactive Investor,Bradley Phillips,Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,bradley.phillips@opco.com,,Salesforce
10958813,Inactive Investor,Lorena Mora,,"Wells Fargo Clearing Services, LLC Apple Valley CA 12121 Apple Valley Rd",,,Salesforce
9582203,,Robert Mountain,,,robert.mountain@robmt.net,,List import
10904894,Inactive Investor,Stephanie Woehr,Financial Advisor,Edward Jones Mansfield TX 705 E Broad St,stephanie.woehr@edwardjones.com,,Salesforce
11083735,Inactive Investor,Matthew Aiken,,Cetera Advisors LLC Minnetonka MN Private Residence,,,Salesforce
11228647,Inactive Investor,Ravi Patel,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
9546376,,Kathy Foster,,,kathy.foster@kovacksecurities.com,,List import
10823982,Inactive Investor,Megan Simmons,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Eau Claire WI 3704 Oakwood Hills Pkwy",simmonsm@stifel.com,,Salesforce
10984011,Inactive Investor,Leah Glowacki-Bishop,,"Saybrus Equity Services, LLC",lglowackibishop@saybruspartners.com,,Salesforce
11068357,Inactive Investor,Stephen Kaster,Financial Advisor,"Equitable Advisors, LLC De Pere WI 1540 W Main Ave",,,Salesforce
10967350,Inactive Investor,John Flynn,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",john.flynn@nm.com,,Salesforce
9622565,,Pajtim Dumani,,,timdumani80@gmail.com,,List import
11239186,Inactive Investor,Karen Fritz,,LPL Financial LLC,karen.fritz@lpl.com,,Salesforce
11221791,,Ty Hranicka,,,ty.hranicka@blackrock.com,,List Import
10853371,Inactive Investor,Jonathan Dunn,,Goldman Sachs & Co.,,,Salesforce
10999635,Inactive Investor,Octevia Sumlar,,J.P. Morgan Securities LLC White Plains NY 134 Mamaroneck Ave,octevia.sumlar@jpmorgan.com,,Salesforce
10792097,Inactive Investor,Caitlin Cronin,,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
372250,,Rupert Forsyth,,United Kingdom,rjcforsyth@gmail.com,,Salesforce
10612102,,Steven Kyriakos,"Financial Advisor, Portfolio Manager, Senior Vice President - Investments",,steven.kyriakos@morganstanley.com,,List Import
11168095,Inactive Investor,Shirley Chan,,UBS Financial Services Inc. San Francisco CA 555 California St,,,Salesforce
11157753,Inactive Investor,Robert Chiappetta,Financial Advisor,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",robert.chiappetta@wellsfargoadvisors.com,,Salesforce
11123729,Inactive Investor,Christopher Fitzgerald,Financial Advisor,Edward Jones Melbourne FL 7025 N Wickham Rd,chris.fitzgerald@edwardjones.com,,Salesforce
11132889,Inactive Investor,Marye Dalton,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",marye.dalton@schwab.com,,Salesforce
11231111,Inactive Investor,Aaryn Rodriguez,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,aaryn_rodriguez@vanguard.com,,Salesforce
11169222,Inactive Investor,Victoria Borukhova,,"Pruco Securities, LLC. Flushing NY Private Residence",victoria.borukhova@prudential.com,,Salesforce
10989287,Inactive Investor,Tyler Walbridge,Financial Advisor,"Strategic Wealth Investment Group, LLC Denver CO 4600 S Syracuse St",tyler@swdgroup.com,,Salesforce
11016961,Inactive Investor,Laura Chen,Director - Alternative Investments;Executive Financial Services Director;Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 200 S Biscayne Blvd,laura.x.chen@morganstanley.com,,Salesforce
229437,, -,,[[Unknown]],jmoen@lexarhomes.com,,
10695899,,Amy Rizzo,,Arax Investment Partners,amy.rizzo@araxpartners.com,,List Import
11125287,Inactive Investor,Ruben Chavez,,PFS Investments Inc. Montclair CA 5405 Arrow Hwy,ruben.chavez@primerica.com,,Salesforce
11171398,Inactive Investor,Alexus Paige,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,alexus_paige@vanguard.com,,Salesforce
10764577,Inactive Investor,Louis Paster,Managing Director,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,louis.paster@ubs.com,,Salesforce
11109167,Inactive Investor,Gerardo Olivas,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
9590094,,Eric Bacon,,,ebacon@linsalatacapital.com,,List import
11039618,Inactive Investor,Lisa Burke,,"Citizens Securities, Inc.",lisa.burke@citizensbank.com,,Salesforce
10801850,Inactive Investor,Alan Shapiro,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Carlsbad CA 5800 Armada Dr",alan.g.shapiro@wellsfargoadvisors.com,,Salesforce
10619442,,Marcus Heinrich,,,mheinrich@forumfin.com,,List Import
203562,,Adam Swick,,Kraken,adam.m.swick@gmail.com,3125904136,
10931358,Inactive Investor,Gwendolyn Hayes,,"Ameriprise Financial Services, LLC Lake Oswego OR 5000 Meadows Rd",,,Salesforce
350985,,David Sheasby,"Investment Director, Head of Governance, Sustainability",Martin Currie Inc,dsheasby@martincurrie.com,441-312-295252,Manual List Upload
240553,,FRED FOGARTY,President/CCO,"FOGARTY WEALTH MANAGEMENT, INC",ffogarty@fogartywm.com,,Event
11154037,Inactive Investor,Shane Mccoy,Financial Advisor,Edward Jones Wildomar CA 23873 Clinton Keith Rd,shane.mccoy@edwardjones.com,,Salesforce
10983462,Inactive Investor,William Locke,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 750 3rd Ave",,,Salesforce
9639413,,Howard Berner,,,howard.berner@principia.edu,,List import
434,,,,,dbonaducci@libero.it,,
10825965,Inactive Investor,Michael Degolier,,Commonwealth Financial Network Austin TX 9442 Capital Of Texas Hwy N,mdegolier@commonwealth.com,,Salesforce
10619283,,Douglas Fitzgerald,,,douglas.p.fitzgerald@morganstanley.com,,List Import
9549350,,Min Choung,,,mchoung@centerbridge.com,,List import
11237024,Inactive Investor,Michael Morrow,Financial Advisor,"Sequent Planning, LLC Saratoga Springs NY Private Residence",logan@sequentplanning.com,,Salesforce
10728823,,Rustam Radjabov,,,rustam.radjabov97@gmail.com,,Web Form Fillout
350755,,Divya Mathur,"Investment Director, Global Emerging Markets",Martin Currie Inc,dmathur@martincurrie.com,441-312-295252,Manual List Upload
10935492,Inactive Investor,Jessica Pehush,,"Mercer Allied Company, L.P. Morristown NJ 320 Headquarters Plz",,,Salesforce
10861540,Inactive Investor,Jacqueline Lapp-Lee,Financial Advisor,Edward Jones Round Rock TX 1 Chisholm Trl,,,Salesforce
10482717,,Hyde Thomas,,,maybugoctulus73@gmail.com,,Web Form Fillout
10805639,Inactive Investor,Michael Beard,Assistant Vice President;Senior Manager,Morgan Stanley Alpharetta GA 1 Edison Dr,,,Salesforce
10892567,Inactive Investor,John Suire,Financial Advisor,Edward Jones Abbeville LA 201 N State St,john.suire@edwardjones.com,,Salesforce
10834565,Inactive Investor,Lindsay Elliott,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",lindsay.elliott@ml.com,,Salesforce
11206048,Inactive Investor,Adam Talbert,Wealth Advisor,LPL Financial LLC Byron IL 200 N Walnut St,adam.talbert@lpl.com,,Salesforce
10386240,,Robert Rueb,,,toureg199@gmail.com,,Web Form Fillout
10987428,Inactive Investor,Ryan Punch,Associate Advisor,"Punch & Associates Investment Management, Inc.",rpunch@punchinvest.com,,Salesforce
11092125,Inactive Investor,Mark Cassidy,Chief Compliance Officer;Chief Executive Officer;Founder,"Prosperiant Wealth Management, LLC",,,Salesforce
10788353,Inactive Investor,David Kim,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,david.kim@fidelity.com,,Salesforce
10907914,Inactive Investor,Loyd Russing,,"U.S. Bancorp Investments, Inc. Charlotte NC 214 N Tryon St",loyd.russing@usbank.com,,Salesforce
10958828,Inactive Investor,Jake Mcintyre,,"Wells Fargo Clearing Services, LLC Laguna Niguel CA 32331 Golden Lantern",,,Salesforce
10924625,Inactive Investor,James Lesniewski,,"VALIC Financial Advisors, Inc. Scottsdale AZ 15333 N Pima Rd",,,Salesforce
11176826,Inactive Investor,Andrew Ellison,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",andrew_ellison@ml.com,,Salesforce
10889050,Inactive Investor,Kristin Lane,Business Coordinator,"Raymond James & Associates, Inc. Orlando FL 301 E Pine St",,,Salesforce
10778451,Inactive Investor,Robert Sitton,Financial Advisor,Edward Jones Humble TX 18455 W Lake Houston Pkwy,robert.sitton@edwardjones.com,,Salesforce
11142629,Inactive Investor,Matthew Winthrop,,"Equitable Advisors, LLC Stamford CT 1266 E Main St",matthew.winthrop@equitable.com,,Salesforce
11122609,Inactive Investor,Joseph Michalec,Financial Advisor,Edward Jones Bloomingdale IL 130 W Lake St,joe.michalec@edwardjones.com,,Salesforce
11010314,Inactive Investor,James Blanton,,State Farm VP Management Corp. Norman OK 2776 Washington Dr,,,Salesforce
11207229,Inactive Investor,Jennifer Facini,Lead Advisor,Brighton Jones LLC,jennifer.facini@brightonjones.com,,Salesforce
10980818,Inactive Investor,Alexis Cody,Associate Wealth Advisor,"Buckingham Strategic Wealth, LLC Atlanta GA 1370 Center Dr",acody@buckinghamgroup.com,,Salesforce
11120284,Inactive Investor,Joseph Giles,Vice President,"Equitable Advisors, LLC Belmar NJ 1967 State Rte 34",joseph.giles@equitable.com,,Salesforce
10895668,Inactive Investor,Katie Grager,Financial Associate,Thrivent Investment Management Inc. Jamestown ND 311 1st Ave S,katie.brademeyer@thrivent.com,,Salesforce
11152170,Inactive Investor,Samuel Oakley,,"Raymond James Financial Services, Inc. Nashville TN 2307 Crestmoor Rd",sam.oakley@raymondjames.com,,Salesforce
11034250,Inactive Investor,Matthew Perri,,"Pruco Securities, LLC. New York NY 1270 Avenue of the Americas",matthew.perri@prudential.com,,Salesforce
9551036,,Thomas Swei,,,thomas.swei@transamerica.com,,List import
10969696,Inactive Investor,Katherine Reyna,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10915409,Inactive Investor,Troy Arceneaux,,"Concourse Financial Group Securities, Inc. New Iberia LA 134 E Main St",troy.arceneaux@concoursefinancial.com,,Salesforce
11107106,Inactive Investor,Michael Davison,,Vanguard Marketing Corporation,michael_davison@vanguard.com,,Salesforce
10970104,Inactive Investor,Natalia Paipilla Fula,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10911784,Inactive Investor,Rajesh Jha,Chief Compliance Officer;Managing Director,"Halo Capital Management, LLC Vienna VA 1833 Jeffersonian Dr",rjha@halocap.com,,Salesforce
11020047,Inactive Investor,Blair Schmidt,,"U.S. Bancorp Investments, Inc. Pleasanton CA 749 Main St",,,Salesforce
11098669,Inactive Investor,Kottia Abernathy,,Edward Jones,kottia.abernathy@edwardjones.com,,Salesforce
11193111,Inactive Investor,Greggory Harrington,,J.P. Morgan Securities LLC Palo Alto CA 2100 El Camino Real,greggory.harrington@jpmorgan.com,,Salesforce
10645065,,Brian Dwyer,,,brian.dwyer@nm.com,,List Import
11074696,Inactive Investor,Patrick Duensing,,Thrivent Investment Management Inc. Hastings NE 212 W 3rd St,rick.duensing@thrivent.com,,Salesforce
10907087,Inactive Investor,Patrick Gaynor,Chief Compliance Officer;Investment Advisor Representative;Portfolio Manager;President,Alta Via Capital,patrick@altavia-capital.com,,Salesforce
11213014,Inactive Investor,Laren Campbell,,"Empower Financial Services, Inc Westfield MA Private Residence",laren.campbell@empower.com,,Salesforce
10788977,Inactive Investor,Mathew Chilton,Financial Advisor,"Ameriprise Financial Services, LLC Sioux City IA 6111 Whispering Creek Dr",mathew.s.chilton@ampf.com,,Salesforce
222205,,Christopher Chin,,[Unknown],phenomenalcc@gmail.com,,
11167229,Inactive Investor,Dawaun Horton,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11228571,Inactive Investor,Erika Jenkins,,J.P. Morgan Securities LLC West Harrison NY 925 Westchester Ave,,,Salesforce
10871632,Inactive Investor,Rorry Altmann,Chief Operating Officer,"Integrated Capital Management, Inc.",raltmann@icm-invest.com,,Salesforce
11069400,Inactive Investor,Wayne Heidingsfeld,,"Empower Financial Services, Inc Milwaukee WI 111 E Wisconsin Ave",wayne.heidingsfeld@empower.com,,Salesforce
10915567,Inactive Investor,Nicholas Yiantselis,,"PHX Financial, Inc.",nyiantselis@phoenixinc.com,,Salesforce
9596793,,Candace Kilford,,,candace.kilford@svaplumb.com,,List import
6481,,alfred berkovich,,bigbang,eurojet@yahoo.com,416-570-8111,Organic Search
11053969,Inactive Investor,Jared Abbrederis,Financial Associate,Thrivent Investment Management Inc. Montello WI 5 E Park St,jared.abbrederis@thrivent.com,,Salesforce
9598744,,Amman Patel,,,clayponds.dwc@gmail.com,,List import
8813,,Anthony Miloro,,[[Unknown]],msmiloro@optonline.net,,Database Upload
10865563,Inactive Investor,Chad Haas,,"Raymond James Financial Services, Inc. Minneapolis MN 3033 Campus Dr",chad.haas@raymondjames.com,,Salesforce
11006519,Inactive Investor,Douglass Tietbohl,Financial Advisor,Morgan Stanley Newtown Square PA 3803 W Chester Pike,douglass.tietbohl@morganstanley.com,,Salesforce
10987883,Inactive Investor,Johnishia Jones,,"Allstate Financial Services, LLC Atlanta GA 5480 Old National Hwy",jcampbell2@allstate.com,,Salesforce
11204123,Inactive Investor,David Breslow,,"Farmers Financial Solutions, LLC Livermore CA 2600 Kitty Hawk Rd",david.dmastrantonio@farmersagency.com,,Salesforce
9583729,,Jeff Bollinger,,,jeff@fortiusadvisors.com,,List import
9601112,,Kathy Carlson,,,kathyc@nicolletinvest.com,,List import
11128915,Inactive Investor,Jason Dimeo,,"Raymond James Financial Services, Inc. Tampa FL 100 N Tampa St",jason.dimeo@raymondjames.com,,Salesforce
220966,,OMAR JONES,,[Unknown],mromarsjones@gmail.com,,
6966335,,MD FORHAD,,,forhadhosentanjid@gmail.com,,Web Form Fillout
11222850,,Anthony Liotti,,,anthony.liotti@ubs.com,,List Import
9556365,,Jeannine Rape,,,jeannine.rape@53.com,,List import
10763831,Inactive Investor,Bryan Johnson,Senior Investment Consultant - Private Wealth Management,Robert W. Baird & Co. Incorporated Oconomowoc WI 1245 Corporate Center Dr,bajohnson@rwbaird.com,,Salesforce
11135567,Inactive Investor,Luis Olmos,,VectorGlobal WMG,,,Salesforce
11105279,Inactive Investor,Terry Niedfeldt,Wealth Advisor,Thrivent Investment Management Inc. Stoughton WI 417 W Main St,terry.niedfeldt@thrivent.com,,Salesforce
11155487,Inactive Investor,Ryan McClelland,,"J.W. Cole Financial, Inc. Clearwater FL 2535 Landmark Dr",,,Salesforce
11145640,Inactive Investor,Sally Hext,Wealth Management Associate,Morgan Stanley Cincinnati OH 221 E 4th St,sally.hext@morganstanley.com,,Salesforce
11034573,Inactive Investor,David Kleinik,Senior Regional Leader,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,david.kleinik@primerica.com,,Salesforce
11135106,Inactive Investor,Isaac Schield,Associate Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Wausau WI 903 S 17th Ave",isaac.schield@ampf.com,,Salesforce
11147339,Inactive Investor,Ronald Palanca,,LPL Financial LLC Dublin OH 5080 Tuttle Crossing Blvd,ronald.palanca@lpl.com,,Salesforce
10832697,Inactive Investor,Thomas Garlic,,Cetera Advisor Networks LLC Palmyra PA 101 W Cherry St,garlict@ceteranetworks.com,,Salesforce
11135690,Inactive Investor,Seneca Hall,,"Raymond James & Associates, Inc.",seneca.hall@raymondjames.com,,Salesforce
11053101,Inactive Investor,Cynthia Shively,Financial Advisor,"Ameriprise Financial Services, LLC Cortland OH 3010 State Rte 5",cynthia.l.shively@ampf.com,,Salesforce
9586658,,Christopher Bradberry,,,chbradberry@ftbadvisors.com,,List import
10906765,Inactive Investor,Megan Clark,Chief Compliance Officer,"Brighter Financial Capital Management, LLC",,,Salesforce
10829387,Inactive Investor,Annette Frerichs,,State Farm VP Management Corp. Bridgeport NE 915 Main St,annette.frerichs.gj1m@statefarm.com,,Salesforce
10931936,Inactive Investor,Gregory Reabold,Financial Advisor,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",greg.reabold@raymondjames.com,,Salesforce
10899619,Inactive Investor,Stephen Fountain,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11022770,Inactive Investor,Oscar Magdaleno,,J.P. Morgan Securities LLC Simi Valley CA 1324 Madera Rd,oscar.magdaleno@jpmorgan.com,,Salesforce
11029499,Inactive Investor,Michael Beriss,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bethesda MD 7910 Woodmont Ave",michael.s.beriss@ampf.com,,Salesforce
9632385,,? ?,,,393854793@qq.com,,List import
11144050,Inactive Investor,Anthony Velarde,Financial Advisor,LPL Financial LLC Oxnard CA 1921 N Oxnard Blvd,,,Salesforce
10770716,Inactive Investor,Ryan Tickner,Executive Vice President - Wealth Management;Financial Advisor,Janney Montgomery Scott LLC Mount Laurel NJ 701 E Gate Dr,rtickner@janney.com,,Salesforce
10606529,,Jamie Baum,"Managing Director, Senior Portfolio Manager",UBS Financial Services Inc.,j.baum@ubs.com,212-713-7800,List Import
11159172,Inactive Investor,Anthony Miller,,NYLIFE Securities LLC Billings MT 178 S 32nd St W,admiller@ft.newyorklife.com,,Salesforce
10767495,Inactive Investor,Ari Stonehill,,Park Avenue Securities LLC Auburndale MA 371 Central St,ari_stonehill@glic.com,,Salesforce
10843655,Inactive Investor,Kris Holm,Investment Advisor;Managing Member,Holm & Cawley Financial Group LLC,kris@holmandcawley.com,,Salesforce
11158081,Inactive Investor,Jeremy Lohman,Registered Client Associate,Stephens Chicago IL 191 N Wacker Dr,jlohman@stephens.com,,Salesforce
11086823,Inactive Investor,Benjamin Copp,,Fidelity Brokerage Services LLC Nashua NH 225 Daniel Webster Hwy,benjamin.copp@fidelity.com,,Salesforce
346876,,David Friar,"Portfolio Manager, Assistant Vice President","Nuveen Fund Advisors, Llc",david.friar@nuveen.com,312-917-7700,Manual List Upload
221398,,Adalbert Taigler,,[Unknown],bert.tayhler@gmail.com,,Direct
9582575,,Blake Schreck,,,blake.schreck@fidelity.com,,List import
9608340,,Lawrence Botel,,,lrb97@aol.com,,List import
11007150,Inactive Investor,Matthew Walsh,,"Centaurus Financial, Inc. Shelton CT 231 Coram Ave",,,Salesforce
9640423,,David Long,,,dllong@hmeps.org,,List import
10891763,Inactive Investor,Christopher Legg,Financial Advisor;Vice President,OFS,chris.legg@ofswealth.com,,Salesforce
10902966,Inactive Investor,Charles Lafranchise,,UBS Financial Services Inc. Charlotte NC 11325 N Community House Rd,charles.lafranchise@ubs.com,,Salesforce
10843040,Inactive Investor,Marc Bongiorno,Financial Consultant,"Osaic Wealth, Inc. Red Bank NJ 157 Broad St",,,Salesforce
9625169,,Martin Rothchild,,,martinjrothchild@gmail.com,,List import
11047572,Inactive Investor,Brian Pomarlen,Financial Advisor;Managing Director;Vice President,"Ameriprise Financial Services, LLC Saddle Brook NJ 250 Pehle Ave",brian.pomarlen@ampf.com,,Salesforce
10911263,Inactive Investor,Donald Saunders,,"Allstate Financial Services, LLC Colorado Springs CO 106 N Circle Dr",donaldsaunders@allstate.com,,Salesforce
4762778,,Daniel Thobejane,,,danielthobejane82@gmail.com,,Web Form Fillout
11024551,Inactive Investor,Tyler Vatcoskay,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",tyler.vatcoskay@robinhood.com,,Salesforce
9608565,,Ha -,,,eatmyshort666@gmail.com,,List import
10981248,Inactive Investor,Kristen Rivadeneira,,J.P. Morgan Securities LLC San Francisco CA 101 Montgomery St,kristen.rivadeneira@chase.com,,Salesforce
11162484,Inactive Investor,James Scheiber,Financial Advisor,Edward Jones Huntington IN 340 Northpoint Ave,jim.scheiber@edwardjones.com,,Salesforce
9629782,,Marc Pereta,,,marc.peretta@gmail.com,,List import
10616824,,Molly Piech,,,molly.piech@jpmorgan.com,,List Import
11102175,Inactive Investor,Alan Ward,Financial Advisor,"Wells Fargo Clearing Services, LLC Asheville NC 190 Biltmore Ave",alan.ward@wellsfargoadvisors.com,,Salesforce
10913019,Inactive Investor,Jorge Orozco,,J.P. Morgan Securities LLC Imperial Beach CA 1100 Palm Ave,jorge.m.orozco@jpmorgan.com,,Salesforce
347987,,Tiffany Gombos,Executive Assistant,Loancore Capital Credit Advisor Llc,tgombos@loancore.com,203-861-6000,Manual List Upload
11108236,Inactive Investor,Thomas Dobransky,Financial Advisor,LPL Financial LLC Poway CA Private Residence,thomas.dobransky@lpl.com,,Salesforce
11199417,Inactive Investor,Randy See,Financial Advisor,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",see.randy@principal.com,,Salesforce
11116147,Inactive Investor,Naira Melkonyan,Vice President,Citigroup Global Markets Inc. Los Angeles CA 300 S Grand Ave,naira.melkonyan@citigroup.com,,Salesforce
10850834,Inactive Investor,Curt Pederson,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",curt.pederson@ampf.com,,Salesforce
11091162,Inactive Investor,Gregory Coffing,Financial Advisor,Edward Jones Mount Vernon OH 120 E Chestnut St,bryce.coffing@edwardjones.com,,Salesforce
10758595,Inactive Investor,Jordan Gelb,Managing Director;Retirement Benefits Consultant;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",jordan_m_gelb@ml.com,,Salesforce
10612967,,Gregory Jones,"Senior Financial Advisor, Vice President",,greg.d.jones@ml.com,,List Import
11255002,Inactive Investor,Martha Wurzburger,Wealth Advisor,LSIA Milwaukee WI 839 N Jefferson St,martha@lsia.us.com,,Salesforce
11145838,Inactive Investor,Sara Pitcel,Family Wealth Director;Financial Advisor;Senior Vice President,Morgan Stanley Waukesha WI 20975 Swenson Dr,sara.pitcel@morganstanley.com,,Salesforce
10871139,Inactive Investor,Michael Miler,Financial Advisor,Edward Jones Kewanee IL 204 N Tremont St,michael.miler@edwardjones.com,,Salesforce
9627770,,Jonathan Klein,,,jondklein3@gmail.com,,List import
10771297,Inactive Investor,Brian Graeve,,"Principal Securities, Inc.",graeve.brian@principal.com,,Salesforce
10756728,Inactive Investor,Scott Mergner,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Potomac MD 12505 Park Potomac Ave,scott.mergner@morganstanley.com,,Salesforce
11113517,Inactive Investor,Felix Leslie,,"U.S. Bancorp Investments, Inc. New York NY 1095 Avenue of the Americas",,,Salesforce
9643770,,TODD CONLEY,,,tconley@gmail.com,,List import
9581159,,Paul Rapponotti,,,paul@rockwoodcapital.com,,List import
129015,,Emily Bless,,Veritable Lp,ebless@veritablelp.com,,
11090230,Inactive Investor,Christopher Benin,Chief Investment Officer,Benin Management Corp,chris@beninmanagement.com,,Salesforce
10923578,Inactive Investor,Scott Francesangelo,,State Farm VP Management Corp. Cleveland OH 16570 Commerce Ct,scottfrancesangelo@statefarm.com,,Salesforce
204543,,joel jackson,,Red Hat,jjackson@redhat.com,19195228962,Organic Search
9621566,,Stuart Teoh-Feasey,,,stuart_feasey@hotmail.com,,List import
11064022,Inactive Investor,Martin Porter,,LPL Financial LLC Mount Juliet TN 2031 N Mt Juliet Rd,martin.porter@lpl.com,,Salesforce
235302,,Anil Kumar Goel -,,Anil Kumar Goel [[Unknown]],anilgoel.1967@gmail.com,,Paid Social
11194987,Inactive Investor,Blade Mitchell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11005713,Inactive Investor,Jagger Barrett,Client Account Specialist,"Beacon Financial Planners, Inc",jbarrett@beaconfinancialplanners.com,,Salesforce
10977989,Inactive Investor,Christine Mason Leis,Chief Operating Officer,Authentikos Wealth Advisory LLC Campbell CA 1500 E Hamilton Ave,brie@regentwm.com,,Salesforce
11073850,Inactive Investor,Nicholas Flatness,Managing Director,"Principal Securities, Inc. Hopkins MN 11100 Wayzata Blvd",flatness.nick@principal.com,,Salesforce
11026361,Inactive Investor,Michael Jacobs,,"Raymond James Financial Services, Inc. Hamel MN 805 Meander Ct",,,Salesforce
11117209,Inactive Investor,Faith Mullins,Senior Client Associate;Senior Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 510 E 96th St",faith_mullins@ml.com,,Salesforce
9576735,,Xuping Fan,,,xuping.fan@transamerica.com,,List import
10845159,Inactive Investor,Pedro Gonzales,Financial Advisor,Edward Jones Marysville WA 1800 4th St,pedro.gonzales@edwardjones.com,,Salesforce
10832539,Inactive Investor,Brian Grodman,Senior Wealth Manager,"Brophy Wealth Management, LLC",bgrodman@brophywealth.com,,Salesforce
11130111,Inactive Investor,John O'Connor,Chief Executive Officer;Co-Chief Investment Officer;Director;Manager;Regulatory Contact,"Battery Global Advisors, LLC Boston MA 1 Marina Park Dr",,,Salesforce
10951896,Inactive Investor,Jonathan Yang,,"MML Investors Services, LLC Honolulu HI 1001 Bishop St",jyang@financialguide.com,,Salesforce
10801608,Inactive Investor,Jeffrey Kao,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,jkao@ft.newyorklife.com,,Salesforce
10798867,Inactive Investor,Alida Lupari,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",alida_lupari@ml.com,,Salesforce
10611905,,John Ruggiero,"Financial Advisor, Financial Planning Specialist",,jc.ruggiero@morganstanley.com,,List Import
11031136,Inactive Investor,Yesenia Martinez,,"Wells Fargo Clearing Services, LLC Camarillo CA 5000 Santa Rosa Rd",yesenia.e.martinez@wellsfargo.com,,Salesforce
10846655,Inactive Investor,Kelli Wallace,Investment Advisor Representative;Tax Advisor,"Financial Security Management, Inc",kwallace@fsm-inc.com,,Salesforce
9635261,,Lou Mancusi,,,lmancusi@whummer.com,,List import
10927512,Inactive Investor,Marlon Mkwebu,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10902954,Inactive Investor,Caitlin Bernatt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",caitlin.bernatt@ml.com,,Salesforce
10873818,Inactive Investor,Rollie Roberts,,"VALIC Financial Advisors, Inc. Columbia SC 3710 Landmark Dr",rollie.roberts@valic.com,,Salesforce
9620981,,Gregory Deas,,,deasge@gmail.com,,List import
10903120,Inactive Investor,Danny White,Investment Officer;Manager,Arvest Wealth Management Oklahoma City OK 4301 W Memorial Rd,dwhite@arvest.com,,Salesforce
10928237,Inactive Investor,Michael Henrichs,,Thrivent Investment Management Inc. Crescent City IL 305 Main St,michael.henrichs@thrivent.com,,Salesforce
11254131,Inactive Investor,Samuel Winter,,LPL Financial LLC Golden CO 14143 Denver West Pkwy,,,Salesforce
11038373,Inactive Investor,Richard Stewart,,"Regulus Financial Group, LLC Indianapolis IN 6525 E 82nd St",,,Salesforce
10834547,Inactive Investor,Sydney O'Haire,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 660 Beachland Blvd",sydney.ohaire@ml.com,,Salesforce
9609106,,David Meikson,,,dmeikson@gmail.com,,List import
11125842,Inactive Investor,Glenn Punch,,"N.I.S. Financial Services, Inc.",,,Salesforce
11108469,Inactive Investor,Walter Hodgden,Managing Member;Principal,"Fiduciary Standard, LLC",,,Salesforce
9635995,,Abigail Phillips,Investment Management Planner,"Howard Financial Services, Ltd.",abigail.phillips@hfs-wm.com,,List import
213996,,Amarjot Sawhney,,Individual,amarjot.sawhney@gmail.com,,Webinar
9644275,,Jessica Cataneo,,,jess.cataneo@gmail.com,,List import
11001455,Inactive Investor,Bryan Brinks,,"Cambridge Investment Research, Inc. Hermitage TN 256 Jackson Meadows Dr",,,Salesforce
11086845,Inactive Investor,Iriz Aldabert,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 19495 Biscayne Blvd",iriz.aldabert@ml.com,,Salesforce
10789432,Inactive Investor,Brian Morgan,Chief Financial Officer;Chief Legal Officer;Managing Principal;Partner,"Apex Wealth Management, LLC Elyria OH 347 Midway Blvd",,,Salesforce
10948242,Inactive Investor,Victor Solarin,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",victor.solarin@ml.com,,Salesforce
180734,,Nind Singh,,[Unknown],dhiensa@gmail.com,,Organic Search
10779190,Inactive Investor,Michael Paolucci,Private Wealth Advisor,"Ameriprise Financial Services, LLC New York NY 122 E 42nd St",michael.j.paolucci@ampf.com,,Salesforce
10658623,,Thakor Patel,,,tpatel@kfg.com,,List Import
11115227,Inactive Investor,Daniel Perkins,,State Farm VP Management Corp. Boise ID 8850 W Emerald St,,,Salesforce
10964383,Inactive Investor,Zachary Mann,,"MML Investors Services, LLC Fort Lauderdale FL 1000 Corporate Dr",,,Salesforce
9580289,,Rodrigo Ortega,,,ortegarod000@gmail.com,,List import
141731,,Pedro Hernandez,,Rubikav,phernandes275@gmail.com,(855) 554-4444,Direct
350952,,Bruce Schilling,"Director, Financial Planning",Lionsbridge Wealth Management Llc,bruce@lbwm.net,904-562-5194,Manual List Upload
9635219,,Diane Buchanan,,,dbuchanan@chapindavis.com,,List import
10961096,Inactive Investor,Samantha Easley,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,samantha_easley@vanguard.com,,Salesforce
10942407,Inactive Investor,Joshua Wostrel,,"Empower Financial Services, Inc",joshua.wostrel@empower.com,,Salesforce
10958100,Inactive Investor,Earl Seno,,"Transamerica Financial Advisors, Inc Alviso CA 2099 Gold St",earl.seno@tfaconnect.com,,Salesforce
9644554,,Jason Alper,,,jason.alper@yahoo.com,,List import
11116474,Inactive Investor,Manhsoort Lysanh,,"Wells Fargo Clearing Services, LLC El Segundo CA 309 N Sepulveda Blvd",sooty.lysanh@wellsfargo.com,,Salesforce
10956536,Inactive Investor,Gabriel Perez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",,,Salesforce
11128220,Inactive Investor,Rafal Fidowicz,Registered Associate,Morgan Stanley Deerfield IL 111 S Pfingsten Rd,,,Salesforce
11113743,Inactive Investor,Zelice Barclift,,PFS Investments Inc. Brooklyn NY 5502 Ave N,zbarcliff.emk03@primerica.com,,Salesforce
229434,, -,,[[Unknown]],mikecdanz@yahoo.com,,
10928778,Inactive Investor,Martha Montoya,,PFS Investments Inc. New York NY 301 W 135th St,mmontoya.ncb90@primerica.com,,Salesforce
9624424,,Colin Tooze,,,ctooze@gmail.com,,List import
11164205,Inactive Investor,Jessica Burgmeier,,LPL Financial LLC Fairfield IA Private Residence,jessica.burgmeier@lpl.com,,Salesforce
10914763,Inactive Investor,Deborah Colman,,"Farmers Financial Solutions, LLC Rancho Palos Verdes CA 29000 S Western Ave",,,Salesforce
10758217,Inactive Investor,Richard Grable,,"Raymond James Financial Services, Inc. Rapid City SD 805 Saint Cloud St",richard.grable@raymondjames.com,,Salesforce
10900012,Inactive Investor,Jeremy Yoder,Financial Advisor,Edward Jones Saint Louis MO 200 N Broadway,jeremy.yoder@edwardjones.com,,Salesforce
11140134,Inactive Investor,Shye Link,,LPL Financial LLC Tupelo MS 209 Troy St,shye.link@lpl.com,,Salesforce
11173689,Inactive Investor,Rafe Retting,,J.P. Morgan Securities LLC Bronx NY 3008 Buhre Ave,rafe.retting@jpmorgan.com,,Salesforce
11160990,Inactive Investor,Matthew Fiore,Private Client Advisor,J.P. Morgan Securities LLC New York NY 35 E 72nd St,matthew.e.fiore@jpmorgan.com,,Salesforce
342338,,Arturo Hierro,Partner,Loyola Asset Management Llc,ahierro@loyola-asset.com,305-377-1941,Manual List Upload
11186965,Inactive Investor,Emma Richardson,,Goldman Sachs & Co.,,,Salesforce
11114289,Inactive Investor,Robert Eastmann,,Cetera Advisors LLC Boca Raton FL 5550 Glades Rd,robert.eastmann@ceteraadvisors.com,,Salesforce
11108999,Inactive Investor,Sommer Morris,Financial Advisor,"RFG Advisory, LLC Montgomery AL 28 Monroe St",,,Salesforce
10886137,Inactive Investor,Marques Dickson,Senior Financial Advisor;Vice President,"City National Securities, Inc. Los Angeles CA 1800 Century Park E",marques.dickson@cnb.com,,Salesforce
11030596,Inactive Investor,Ann-Renee Gargrave,,"U.S. Bancorp Investments, Inc. Washington MO 1900 Washington Xing",annrenee.gargrave@usbank.com,,Salesforce
9570192,,Samuel Digaetano,,,sdigaetano@financialguide.com,,List import
9560282,,Brian Price,,,bprice@commonwealth.com,,List import
11109671,Inactive Investor,Brandon Helleson,Financial Advisor,"Pruco Securities, LLC. Sussex WI W232N6160 Waukesha Ave",brandon.helleson@prudential.com,,Salesforce
11217304,,Kentrell Taylor,,,kentrell.taylor@jpmorgan.com,,Other
9573568,,Michael Gelband,,,michael.gelband@exoduspoint.com,,List import
9550992,,Ross Green,,,rgreen@elliottmgmt.com,,
10880051,Inactive Investor,Brian Lamone,Financial Advisor,United Advisors America Kansas City MO 8051 N Denver Ave,blamone@unitedadvisors.com,,Salesforce
11118767,Inactive Investor,Elizabeth Marquez,,"Truist Investment Services, Inc. Fort Worth TX 5128 Apache Plume Rd",,,Salesforce
10956269,Inactive Investor,Kurt Cooper,Chief Compliance Officer;Managing Partner;Partner,"Kingdom Capital Advisors, LLC",,,Salesforce
10800328,Inactive Investor,Michell Brown,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,,,Salesforce
11182321,Inactive Investor,Billie Aponte,Investment Advisor Representative,"Sound Income Strategies, LLC Moorestown NJ 212 W Rte 38",baponte@soundincomestrategies.com,,Salesforce
93328,,Dennis Vo,,United States,dennisdvo@gmail.com,,source
9562028,,Antoine Banks -,,,antoinebanksservices@gmail.com,,List import
9630966,,O M,,,orme@vodafone.it,,List import
10973122,Inactive Investor,Drew Barr,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9632178,,Erick Vivas,,,erickvivas415@gmail.com,,List import
10758294,Inactive Investor,Victor Perrone,Registered Associate,Morgan Stanley Louisville KY 4969 US Hwy 42,victor.perrone@morganstanley.com,,Salesforce
11101221,Inactive Investor,Cory Schroeder,,"Northwestern Mutual Investment Services, LLC Cheyenne WY 212 E 22nd St",cory.schroeder@nm.com,,Salesforce
10894486,Inactive Investor,James Oppenlander,Investment Advisor,"Equity Services, Inc. Columbus OH 100 E Campus View Blvd",joppenlander@nationallife.com,,Salesforce
9551117,,Johnbosco Okafor,,,jeokafor@gmail.com,,List import
683,,,,,fb958914@skynet.be,,
11110608,Inactive Investor,Wendy Wilkens,Senior Client Associate,"Wells Fargo Clearing Services, LLC Cincinnati OH 8044 Montgomery Rd",wendy.wilkens@wellsfargoadvisors.com,,Salesforce
11100843,Inactive Investor,Michael Gasperi,,"Avantax Investment Services, Inc. Urbandale IA 6200 Aurora Ave",mike.gasperi@avantax.com,,Salesforce
10755790,Inactive Investor,Joseph Demarzo,Retirement Benefits Consultant;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 100 Campus Dr",joseph_demarzo@ml.com,,Salesforce
346700,,Steve Thomas,COO,"Sgl Financial, Llc",sthomas@sglfinancial.com,888-245-2388,Manual List Upload
10996219,Inactive Investor,Gaurav Amin,,Jefferies LLC,gamin@jefferies.com,,Salesforce
11257258,,William Tow,,,wt43@comcast.net,,Web Form Fillout
11193874,Inactive Investor,Kenneth Keller,,"Wells Fargo Clearing Services, LLC Vero Beach FL 500 Beachland Blvd",kenneth.keller@wellsfargo.com,,Salesforce
10766917,Inactive Investor,Brett Proudfoot,Financial Advisor;Vice President,Morgan Stanley Oak Brook IL 2211 York Rd,brett.proudfoot@morganstanley.com,,Salesforce
11213429,Inactive Investor,Samantha Slayton,,Cetera Investment Services LLC Tampa FL 1715 N West Shore Blvd,samantha.slayton@ceterais.com,,Salesforce
10661828,,Robin Freeman,,,robin.freeman@lasalle.com,,List Import
11058864,Inactive Investor,Stephen Fisher,,Cetera Advisor Networks LLC Midlothian VA 130 Wylderose Dr,,,Salesforce
10786950,Inactive Investor,Erica Frantz,Financial Advisor;First Vice President - Wealth Management;Senior Vice President - Wealth Management;Vice President - Wealth Man,UBS Financial Services Inc. Minneapolis MN 80 S 8th St,erica.frantz@ubs.com,,Salesforce
10934115,Inactive Investor,Perry Curasco,,LPL Financial LLC Fort Myers FL 10461 6 Mile Cypress Pkwy,perry.curasco@lpl.com,,Salesforce
228666,, -,,[[Unknown]],marcelo.barcelos@gmail.com,,Organic Search
10826056,Inactive Investor,Antonia La Rocca,,"Sanctuary Securities, Inc. Santa Barbara CA 21 E Carrillo St",ala-rocca@sanctuarywealth.com,,Salesforce
10776615,Inactive Investor,Philip Sartori,Financial Advisor,LPL Financial LLC Lexington MA 76 Bedford St,philip.sartori@lpl.com,,Salesforce
10966368,Inactive Investor,Dennis Gelfand,Vice President,Plan Ahead Advisors,,,Salesforce
9621578,,MUHAMAD MAHYUDIN BIN ABDUL RAHIM,,,mmbar921@gmail.com,,List import
11016294,Inactive Investor,Nicholas Shaheen,Chief Compliance Officer;President,Financial Services of America Advisors Warren MI 30500 Van Dyke Ave,nshaheen@fsa-1.com,,Salesforce
10838819,Inactive Investor,Mario Lamar,Managing Director,Morgan Stanley Miami FL 200 S Biscayne Blvd,mario.lamar@morganstanleypwm.com,,Salesforce
11143346,Inactive Investor,Zachary Czaplicki,Financial Services Professional,"MML Investors Services, LLC Holyoke MA 330 Whitney Ave",,,Salesforce
11261087,Inactive Investor,James Brown,Research Analyst;Senior Portfolio Manager,"Buckingham Capital Management, Inc.",jbrown@bcminvest.com,,Salesforce
11159668,Inactive Investor,Jordan Dickson,Financial Advisor,"Raymond James & Associates, Inc. San Antonio TX 745 E Mulberry Ave",jordan.dickson@raymondjames.com,,Salesforce
10979470,Inactive Investor,Charles Hudelot,,Key Investment Services LLC Federal Way WA 32400 Pacific Hwy S,charles.hudelot@key.com,,Salesforce
10926728,Inactive Investor,Michael Roan,,"St. Bernard Financial Services, Inc.",michael.roan@stbernardfinancial.com,,Salesforce
11205139,Inactive Investor,Benjamin Treece,,San Blas Securities LLC,benjamin.treece@sanblassecurities.com,,Salesforce
11062869,Inactive Investor,Aubrey Gibbs,,"Silver Oak Securities, Incorporated Lawrenceville GA 1755 N Brown Rd",,,Salesforce
10613265,,Zachary Zelman,"Senior Financial Advisor, Vice President",,zachary.zelman@ml.com,,List Import
10983924,Inactive Investor,Matthew Wu,Wealth Advisor,"MAI Capital Management, LLC Madison CT 90 Wall St",matthew.wu@mai.capital,,Salesforce
10765976,Inactive Investor,Max Perez,Executive Director;Financial Advisor,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,max.perez@ubs.com,,Salesforce
10827045,Inactive Investor,Phoebe Peck,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",phoebe.peck@ml.com,,Salesforce
10781871,Inactive Investor,David Epolito,,Key Investment Services LLC Mexico NY 3283 Main St,david_v_epolito@keybank.com,,Salesforce
11260745,Inactive Investor,Arnold Demassi,,"Bankers Life Securities, Inc. San Diego CA 16855 W Bernardo Dr",arnold.demassi@bankerslife.com,,Salesforce
11204322,Inactive Investor,Leonardo Sierra,,PFS Investments Inc. Tucson AZ 2470 W Ruthrauff Rd,lsierra@primerica.com,,Salesforce
11034765,Inactive Investor,Gregory Waldron,,Vanguard Marketing Corporation,gregory_waldron@vanguard.com,,Salesforce
372885,,Prakash Buchireddy,,[Unknown],prakash.buchireddy@gmail.com,,source
9632691,,Lei Cheng,,,lcnewyork@gmail.com,,List import
9605358,,Kaitlyn Jones,,,kaitlyn.jones@glenmede.com,,List import
11156368,Inactive Investor,Mark Friday,Financial Advisor;First Vice President;Portfolio Manager,Morgan Stanley Minocqua WI 9796 State Hwy 70,mark.friday@morganstanley.com,,Salesforce
1001156,Inactive Investor,Thessy Mehrain,,ConsenSys,thessy.mehrain@consensys.net,,3rd Party Lead Gen
10835273,Inactive Investor,Frank Mithun,Financial Advisor,"Wells Fargo Clearing Services, LLC Delray Beach FL 5030 Linton Blvd",frank.mithun@wellsfargoadvisors.com,,Salesforce
189056,,Ulrich Lipinski,,[Unknown],boldyesss@gmail.com,,Direct
11073881,Inactive Investor,Joseph Fritz,Financial Advisor,Edward Jones Ann Arbor MI 213 N Maple Rd,joe.fritz@edwardjones.com,,Salesforce
10489924,,Cary Truelove,,Fidelity Personal and Workplace Advisors Plano TX 5905 Legacy Dr,brent.truelove@fmr.com,,List Import
248795,,Constantine Stefano,Director,Company EYE Ltd,info@companyeye.co.uk,,Manual List Upload
11234238,Inactive Investor,Marc Singer,,Chelsea Financial Services,,,Salesforce
11105434,Inactive Investor,Daniel Maude,Vice President;Wealth Advisor,William Blair,dmaude@williamblair.com,,Salesforce
11208719,Inactive Investor,Ksenia Mikhailau,,J.P. Morgan Securities LLC Boca Raton FL 240 E Palmetto Park Rd,ksenia.mikhailau@jpmorgan.com,,Salesforce
117635,,Arthur Hung,"Financial Advisor, Financial Representative","Principal Securities, Inc.",hung.art@principal.com,937-449-0031,
11164543,Inactive Investor,William Massey,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",william.massey@robinhood.com,,Salesforce
10964001,Inactive Investor,David Mescher,,"Wells Fargo Clearing Services, LLC Omaha NE 3808 N 168th Ave",david.j.mescher@wellsfargo.com,,Salesforce
10761287,Inactive Investor,Daniel Marting,Director - Alternative Investments;Family Wealth Director;Financial Advisor;Managing Director;Senior Portfolio Management Direct,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,daniel.e.marting@morganstanley.com,,Salesforce
9548937,,Eric Holmes,,,eric.holmes@valic.com,,List import
11228836,Inactive Investor,Matthew Albert,Relationship Manager;Vice President,J.P. Morgan Securities LLC San Francisco CA 1 Front St,,,Salesforce
11111768,Inactive Investor,Spencer Higgons,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11199809,Inactive Investor,Kellie Kuhar,,"First Command Brokerage Services, Inc. Riverview FL 6152 Delancey Station St",klkuhar@firstcommand.com,,Salesforce
10893329,Inactive Investor,Richard Inglis,Chief Compliance Officer;President;Principal,Mosaic Tax Strategies LLC,,,Salesforce
345495,,Susie Griffin,"Vice President-Servicing, Closing Department","Seminole Advisory Services, Llc",sgriffin@seminolefinancialservices.com,727-331-8444,Manual List Upload
211126,,Derek Lewis,,[Unknown],dereklewis1@live.com,,Direct
9581248,,David Stepp,,,dstepp@venrock.com,,List import
11189536,Inactive Investor,John Chura,,"Cambridge Investment Research, Inc. Monroe NC Private Residence",,,Salesforce
11143824,Inactive Investor,Frederick Bush,,"Raymond James Financial Services, Inc. Florence AL 213 N Court St",frederick.bush@raymondjames.com,,Salesforce
10756374,Inactive Investor,Stacie Kirkland,Investment Consultant;Vice President,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,stacie.kirkland@morganstanley.com,,Salesforce
9614707,,chris misten,,,cmisten95@yahoo.com,,List import
238805,,garwilliam@hotmail.com Williams,,[Unknown],garwilliam@hotmail.com,,
11004131,Inactive Investor,Henry Smith,Registered Client Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
10814028,Inactive Investor,Aaron Thomas,,"Woodmen Financial Services, Inc.",,,Salesforce
9634247,,jay k,,,proproprok@gmail.com,,List import
10955792,Inactive Investor,Janiel Begger,Financial Advisor,Edward Jones Billings MT 1480 17th St W,,,Salesforce
11012509,Inactive Investor,Sean Murphy,,GWN Securities Inc. Palos Verdes Peninsula CA 777 Silver Spur Rd,,,Salesforce
11166442,Inactive Investor,Ryan Lawrence,,"Northwestern Mutual Investment Services, LLC Tulsa OK 201 S Denver Ave",ryan.lawrence@nm.com,,Salesforce
11051762,Inactive Investor,Joseph Barwick,Financial Advisor,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,,,Salesforce
168119,,Jay Le Bohec,,[Unknown],jlebohec@gmail.com,,
1002116,Inactive Investor,Kenneth Monfort,"Director, Development & EVP",Monfort Companies,kenny@monfortcompanies.com, +1 303 731 1404,
5946687,,Bradley lee Green,,,gfee67890@gmail.com,,Web Form Fillout
11019798,Inactive Investor,Viktoria Dejesus,,"First Citizens Investor Services, Inc. Columbia SC 1230 Main St",viktoria.dejesus@firstcitizens.com,,Salesforce
11043887,Inactive Investor,Amanda Saulean,Financial Advisor,Morgan Stanley,amanda.saulean@morganstanley.com,,Salesforce
9631432,,George Thomas,,,thomas_ge@yahoo.com,,List import
11048595,Inactive Investor,Janette Mariano,,PFS Investments Inc. Clovis CA 2565 Alluvial Ave,janette.mariano@primerica.com,,Salesforce
10618411,,John Attard,,,john.attard@ml.com,,List Import
10612830,,George Weingartner,Financial Advisor,,george.weingartner@lpl.com,,List Import
11046801,Inactive Investor,Patricia Almony,Investment Advisor Representative,"Equity Services, Inc. Lutherville Timonium MD 9515 Deereco Rd",palmony@nationallife.com,,Salesforce
11156688,Inactive Investor,Dwight Tomlin,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Jackson TN 1382 Union University Dr,dwight.tomlin@morganstanley.com,,Salesforce
10858958,Inactive Investor,Michael Roy,Financial Consultant,"Equitable Advisors, LLC North Charleston SC 4900 Ohear Ave",michael.roy@equitable.com,,Salesforce
10933503,Inactive Investor,Christina McConnell,,"Allstate Financial Services, LLC Manville NJ 206 N 13th Ave",christinamcconnell@allstate.com,,Salesforce
117321,,Robert McDonough,,United Planners' Financial Services of America A Limited Partner,rmcdonough@unitedplanners.com,,
9583103,,Michael Welch,,,aichanell1111@gmail.com,,List import
10922939,Inactive Investor,Marc Lopez,Director;Private Banker,Citigroup Global Markets Inc.,,,Salesforce
11161803,Inactive Investor,Noah Patrick,Registered Client Associate,Morgan Stanley San Francisco CA 555 California St,noah.patrick@morganstanley.com,,Salesforce
11221185,,Jessica Cherness,,,jcherness@seia.com,,List import
10970788,Inactive Investor,Christian Acosta,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10784658,Inactive Investor,Kerry Jessani,,J.P. Morgan Securities LLC New York NY 277 Park Ave,kerry.h.jessani@jpmorgan.com,,Salesforce
6870536,,Dennis Curtis,,,rebig96183@pubpng.com,,Web Form Fillout
148198,,Jansen Bordinhao,,[Unknown],jbordinhao@gmail.com,,source
10685426,,Tiso Gailo,,,gailotiso6@gmail.com,,Web Form Fillout
11115260,Inactive Investor,Mariann Rutherford,,PFS Investments Inc. Midlothian VA 6500 Harbour View Ct,,,Salesforce
9603336,,Calvin Graham,,,calvin.graham26@yahoo.com,,List import
10756299,Inactive Investor,Mary Hancock,Director - Alternative Investments;Financial Advisor;Senior Vice President,Morgan Stanley Tuscaloosa AL 1470 N Bank Pkwy,katie.hancock@ms.com,,Salesforce
10487923,,Todd Laluzerne,Regional Vice President,Mercer Global Advisors Inc.,todd.laluzerne@merceradvisors.com,,List Import
10794385,Inactive Investor,Bennett Gross,,Jefferies LLC Los Angeles CA 11100 Santa Monica Blvd,bgross@jefferies.com,,Salesforce
50115,,John Wrenn,Financial Consultant,"Synovus Securities, Inc.",johnwrenn@synovus.com,803-929-2181,
10812271,Inactive Investor,Theresa Lewis,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",theresa.l.lewis@ml.com,,Salesforce
9620827,,Cevat Kurtulus,,,ertan@hotmail.com,,List import
85963,,Blair Greenwood,,"Thrivent Advisor Network, LLC",blair.greenwood@thrivent.com,,
10889823,Inactive Investor,Itaat Husain,,"J.W. Cole Financial, Inc. Honolulu HI 677 Ala Moana Blvd",,,Salesforce
10647963,,Kenneth Barber,,,kenneth.barber@fmr.com,,List Import
119773,,Talon Webb,,"Royal Alliance Associates, Inc.",talon@royalaa.com,800-821-5100,
9581470,,Stephen Noblin,,,steve.noblin@voya.com,,List import
11207084,Inactive Investor,Nicolette Sblano,Vice President,J.P. Morgan Securities LLC Baldwin Place NY 80 Rte 6,nicolette.sblano@jpmorgan.com,,Salesforce
9565037,,Glenda Charles levin,,,charles@charleslevin.info,,List import
9626396,,Shinetulga Batsaikhan,,,bitcoin.tulgaa@yahoo.com,,List import
10775123,Inactive Investor,Stuart Brock,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",,,Salesforce
9579263,,John Kroeker,,,john@teckmeyerfinancial.com,,List import
9585342,,George Hinojosa,,,george@investgh.com,,List import
10646074,,Justin White,,,jwhite@inlandgroup.com,,List Import
10992548,Inactive Investor,Harrison Saal,,NYLIFE Securities LLC Santa Rosa CA 2455 Bennett Valley Rd,hsaal@ft.newyorklife.com,,Salesforce
11153627,Inactive Investor,Lionel Claxton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,lionel.claxton@fidelity.com,,Salesforce
9589366,,Mingpo Cai,,,mingpo.cai@cathay.fr,,List import
10892141,Inactive Investor,Jacob Washburn,,Fidelity Brokerage Services LLC,jacob.washburn@fmr.com,,Salesforce
11115288,Inactive Investor,David Cannady,Senior Wealth Strategy Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,ross.cannady@ubs.com,,Salesforce
10946021,Inactive Investor,Daosith Lemay,Principal;Private Client Advisor,F L Putnam Investment Management Co. Wolfeboro NH 40 Mill St,dlemay@flputnam.com,,Salesforce
9608894,,William Fickling,,,bfickling@tcaglobalfund.com,,List import
10803190,Inactive Investor,Christopher Cecil,Financial Advisor,"Wells Fargo Clearing Services, LLC Chattanooga TN 412 Georgia Ave",chris.cecil@wellsfargoadvisors.com,,Salesforce
10921400,Inactive Investor,Jean Padilla,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",jean.padilla@ml.com,,Salesforce
10842766,Inactive Investor,Ryan Belmer,,Morgan Stanley La Jolla CA 1111 Prospect St,,,Salesforce
10783970,Inactive Investor,Brian Trechok,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,brian.trechok@fidelity.com,,Salesforce
10895762,Inactive Investor,Stephen Decesare,Chief Compliance Officer;Founder;President,DeCesare Retirement Specialists Philadelphia PA 1515 Market St,stevedecesare@stevedecesare.com,,Salesforce
338434,,Gregory Wheeler,,[Unknown],greg@yalecapitalcorp.com,,Event
10611881,,Steven Lewine,"Financial Advisor, Portfolio Management Director, Senior Vice President",,steven.lewine@morganstanley.com,,List Import
10921760,Inactive Investor,Susan Russo,,"Ameritas Investment Company, LLC Melville NY 425 Broadhollow Rd",susan.russo@ameritas.com,,Salesforce
11094963,Inactive Investor,Reuben Brauer,Partner;Senior Financial Planner,"Cornerstone Financial Group, LLC Denver CO 501 S Cherry St",,,Salesforce
10995509,Inactive Investor,Melissa Pavlini,,LPL Financial LLC Basking Ridge NJ 73 Mountainview Blvd,melissa.pavlini@lpl.com,,Salesforce
10860443,Inactive Investor,Judy Ngo,,NYLIFE Securities LLC Milpitas CA 1525 McCarthy Blvd,jtngo@ft.newyorklife.com,,Salesforce
10799102,Inactive Investor,Cynthia Blythe,,"Principal Securities, Inc. Louisville KY Private Residence",blythe.cindy@principal.com,,Salesforce
10662334,,Frank Fanelli,,,ffanelli@weareoneseven.com,,List Import
9543211,,Jenevieve Lenz,,,jenevieve.lenz@ffgadvisors.com,,List import
11188095,Inactive Investor,Mark Bronfman,Private Wealth Advisor,"Osaic FA, Inc. Vienna VA 8219 Leesburg Pike",mark.bronfman@lfg.com,,Salesforce
10828070,Inactive Investor,Anthony Hauseman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sun City AZ 10099 W Bell Rd",anthony.hauseman@ml.com,,Salesforce
9623169,,Tim Padilla,,,tim.j.padilla@gmail.com,,List import
9562122,,Eugenio Ngondji,,,mrngondji@gmail.com,,List import
11193949,Inactive Investor,Michael Garcia,,PFS Investments Inc. Cumming GA 925 Sanders Rd,michaelanthonygarcia@primerica.com,,Salesforce
10947799,Inactive Investor,Jeffrey Grant,,LPL Financial LLC Kalamazoo MI 4000 S Sprinkle Rd,j.grant@lpl.com,,Salesforce
11064878,Inactive Investor,Jeffrey Janzen,Financial Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 8325 Wayzata Blvd",jeff.j.janzen@ampf.com,,Salesforce
11058303,Inactive Investor,Elise Perrault,Financial Advisor,"Ameriprise Financial Services, LLC Easton ME 174 Fuller Rd",elise.perrault@ampf.com,,Salesforce
11157667,Inactive Investor,Patrick Carmichael,Chief Compliance Officer;Founder;Managing Member;President,"Strategic Wealth Investments, LLC",,,Salesforce
9565763,,Stephen Krise,,,stephen.krise@53.com,,List import
10793688,Inactive Investor,David Zeitz,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",david.j.zeitz@bofa.com,,Salesforce
11122989,Inactive Investor,Jerry Schultz,,"FBL Marketing Services, LLC Wheaton MN 1009 Broadway",jerry.schultz@fbfs.com,,Salesforce
10985191,Inactive Investor,Heather Bergen,Financial Advisor,Edward Jones Lees Summit MO 192 NW Oldham Pkwy,heather.bergen@edwardjones.com,,Salesforce
10968532,Inactive Investor,Candelaria Al-Abdallah,Associate Banker,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,candelaria.al-abdallah@jpmorgan.com,,Salesforce
11058885,Inactive Investor,Nicole James,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,nicole.james@fidelity.com,,Salesforce
9587654,,Moease Knox,,,whatchusayradio@gmail.com,,List import
11132069,Inactive Investor,Christopher Dawdy,,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",christopher.dawdy@tfaconnect.com,,Salesforce
10892644,Inactive Investor,David Newell,,"Farmers Financial Solutions, LLC Corona CA 4740 Green River Rd",dnewell@farmersagent.com,,Salesforce
11133748,Inactive Investor,Ross Curtis,,"Allstate Financial Services, LLC Fallbrook CA 305 W Aviation Rd",rosscurtis@allstate.com,,Salesforce
10945949,Inactive Investor,Drew Cole,Associate,Edward Jones Portales NM 403 W 4th St,,,Salesforce
9626671,,michael cappuccitti,,,mcappuccitti@stephenavenue.com,,List import
11162514,Inactive Investor,Johnnie Turner,,NYLIFE Securities LLC Columbia MD 7101 Riverwood Dr,jturner03@ft.newyorklife.com,,Salesforce
9542768,,Samantha Roady,,,s.mroady@gmail.com,,List import
337317,,Cap Troi,,[Unknown],captroi@mac.com,,
10974289,Inactive Investor,Gary Kuketz,,"Farmers Financial Solutions, LLC Grapevine TX 2022 W Northwest Hwy",gkuketz@farmersagent.com,,Salesforce
9638220,,Russ Lamore,,,russ.lamore@mercer.com,,List import
11015888,Inactive Investor,Yvonne Eskinder,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",,,Salesforce
10947129,Inactive Investor,Michael Scott,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10934715,Inactive Investor,Grant Luebe,,"LaSalle St Securities, L.L.C. Hiawatha IA 2202 Heritage Green Dr",,,Salesforce
4567685,,srl srl,,,wiridab285@xitudy.com,,Web Form Fillout
11109068,Inactive Investor,Waverly Hagey-Espie,,PFS Investments Inc. Bloomingdale IL 185 E Lake St,waverly.hageyespie@primerica.com,,Salesforce
11086343,Inactive Investor,Scott Baker,Financial Advisor,Edward Jones Scottsdale AZ 33747 N Scottsdale Rd,scott.m.baker@edwardjones.com,,Salesforce
11172292,Inactive Investor,Linda Kay,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 3150 Livernois Rd",linda.a.kay@ampf.com,,Salesforce
10935469,Inactive Investor,Jacob Watson,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated O Fallon MO 2342 Technology Dr",,,Salesforce
11087365,Inactive Investor,Siew Chiun Yong,Financial Advisor;Retirement Specialist,Forthright Capital Advisory Rixeyville VA Private Residence,,,Salesforce
10869589,Inactive Investor,Jose Leoncio,,Fidelity Brokerage Services LLC McLean VA 1861 International Dr,joeleoncio.team@fidelity.com,,Salesforce
10612635,,Vincent Parascandola,Financial Advisor,,vincent.parascandola@ampf.com,,List Import
10830541,Inactive Investor,Timothy Rice,,"CapFinancial Securities, LLC. Chesterton IN 3100 Village Pt",,,Salesforce
11101577,Inactive Investor,Joshua Goldsmith,Executive Vice President;Retirement Advisor,Scarborough Capital Management,jgoldsmith@401kadvice.com,,Salesforce
9616485,,Harsha Ankad,,,harshaankad200@gmail.com,,List import
372408,,Christopher Knight,,United States,chrisphillipknight@gmail.com,,Salesforce
10911882,Inactive Investor,Kenneth Kowall,,LPL Financial LLC Beachwood OH 3750 Park East Dr,kenneth.kowall@lpl.com,,Salesforce
201728,,Nathan O'Connor,,[Unknown],nathan.oconnor@mckaywealth.com,,
346304,,Seth Nelson,,Sjhl Financial Group,snelson@sjhl.com,620-241-1826,Manual List Upload
11039093,Inactive Investor,Robert Wright,,"Cambridge Investment Research, Inc. Flint MI 2337 Stonebridge Dr",,,Salesforce
10917333,Inactive Investor,Ellis Sloan,Chief Compliance Officer;Managing Member,Apex Wealth Management,,,Salesforce
10864897,Inactive Investor,William Martin,Vice President - Investments,"Raymond James & Associates, Inc. McAllen TX 1400 N McColl Rd",,,Salesforce
10922536,Inactive Investor,Dustin Dixon,,Thrivent Investment Management Inc.,dustin.dixon@thrivent.com,,Salesforce
11162033,Inactive Investor,Brian Colvert,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Bonfire Financial, LLC",brian@bonfirefinancial.com,,Salesforce
156883,,Nikhil Shamapant,,[Unknown],shamapant@gmail.com,,
10646312,,Todd Halberg,,,todd.halberg@prudential.com,,List Import
242851,,Leyla Baghirzade,Founder and CEO,[Unknown],leyla@swissalternativefinancing.com,41766960067,Database Upload
10930489,Inactive Investor,Grant Stewart,Financial Advisor,"Ameriprise Financial Services, LLC Salem OR 528 Cottage St NE",grant.stewart@ampf.com,,Salesforce
9575445,,Jon Ocepek,,,jocepek@ayco.com,,List import
10928250,Inactive Investor,Naomi Roy,,"Raymond James Financial Services, Inc. Englewood CO 5619 DTC Pkwy",naomi.roy@raymondjames.com,,Salesforce
9625703,,Wangjian Li,,,liwangjian99@gmail.com,,List import
9642436,,George Benitez,,,benitezclan@sbcglobal.net,,List import
9622302,,Peter Martinkus,,,pmartinkus@middlesexco.com,,List import
11008514,Inactive Investor,Grigoriy Grinshteyn,Financial Advisor,Cadence Wealth Management LLC,greg@cadencewm.com,508.898.0400 ext. 103,Salesforce
11106881,Inactive Investor,Arley Pitakos,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,arley.pitakos@fidelity.com,,Salesforce
11208581,Inactive Investor,Stephen Anderson,Investment Advisor,CFS Wealth Management,steve@cfswealth.com,,Salesforce
10961987,Inactive Investor,Cole Rucker,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,,,Salesforce
11069434,Inactive Investor,Susan Torbin,,Commonwealth Financial Network Jupiter FL Private Residence,storbin@commonwealth.com,,Salesforce
11079820,Inactive Investor,Tina Harrington,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9602543,,Ali Alsari,,,awm@awmga.com,,List import
9556218,,Glenn Gowen,,,glenn.gowen@tiscali.co.uk,,List import
11096290,Inactive Investor,Amy Waychoff,Assistant Vice President;Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Little Rock AR 2200 N Rodney Parham Rd",amy_waychoff@ml.com,,Salesforce
11164168,Inactive Investor,William Heath,Financial Advisor,LPL Financial LLC Brandon FL 620 E Bloomingdale Ave,elijah.heath@lpl.com,,Salesforce
10994240,Inactive Investor,Lisa Sninski,,LPL Financial LLC Brick NJ 522 Brick Blvd,lisa.sninski@lpl.com,,Salesforce
10979684,Inactive Investor,William Fahs,Relationship Manager;Vice President,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
11118905,Inactive Investor,Colin Stahl,,"TIAA-CREF Individual & Institutional Services, LLC Cincinnati OH 625 Eden Park Dr",colin.stahl@tiaa.org,,Salesforce
9628557,,Janet Bhoopsingh Bhoopsingh,,,jbhoopsingh@gmail.com,,List import
9643869,,Craig Maneeley,,,craig2048@aol.com,,List import
9599986,,HARVEY GRUBER,,,dawgesq@aol.com,,List import
9573854,,Jason Mallin,,,j.mallin@firstny.com,,List import
10972111,Inactive Investor,Ethan Fischer,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",ethan.fischer@schwab.com,,Salesforce
9543053,,Raymond Czech,,,rayczech@gmail.com,,List import
11081868,Inactive Investor,Daniel Gasper,,Thornburg Securities Corporation,dgasper@thornburg.com,,Salesforce
10870159,Inactive Investor,Austin Luedtke,,Commonwealth Financial Network Adell WI Private Residence,aluedtke@commonwealth.com,,Salesforce
10614737,,Michael Fosina,"Financial Advisor, Vice President",,michael.fosina@morganstanley.com,,List Import
11188367,Inactive Investor,Jose Aguilar,,J.P. Morgan Securities LLC Springdale AR 1250 Market Square Dr,jose.aguilar@jpmorgan.com,,Salesforce
11233922,Inactive Investor,William Councill,,"Cambridge Investment Research, Inc. Franklin VA 407 N Main St",,,Salesforce
10887326,Inactive Investor,Kamyar Kashfi,,"Muriel Siebert & Co., LLC Beverly Hills CA 9378 Wilshire Blvd",kkashfi@siebertnet.com,,Salesforce
239152,,Jan Hartmann,,United States,jphartmann@bluewin.ch,,source
10988718,Inactive Investor,Jesse Ford,Client Service Associate,Davenport & Company LLC Lynchburg VA 1104 Commerce St,,,Salesforce
229927,, -,,[[Unknown]],elazarllc@gmail.com,,Organic Search
4592353,,Rich Ide,,Ide,dickide@msn.com,5859434736,Web Form Fillout
1001328,Inactive Investor,Arpit Singh (test),,Test Account,arpit.singh@accelerize360.com,,Direct
10812287,Inactive Investor,Kirk Eischen,,PFS Investments Inc. Portland OR 7360 SW Hunziker Rd,kirk.eischen@primerica.com,,Salesforce
11175103,Inactive Investor,Patrick McCallum,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,patrick.mccallum@fidelity.com,,Salesforce
348278,,Ross Stanforth,"Vice President, director",Investment Consulting Group Inc,ross@icginc.co,563-322-2322,Manual List Upload
10810389,Inactive Investor,Nicholas Feeney,Director - Investments;Vice President,Morgan Stanley Sewickley PA 2100 Georgetown Dr,nick.feeney@morganstanley.com,,Salesforce
10884997,Inactive Investor,Emily Robbins,,"Osaic Institutions, Inc. Virginia Beach VA 607 Lynnhaven Pkwy",,,Salesforce
10816623,Inactive Investor,Michael Bernabeo,Financial Advisor,Park Avenue Securities LLC Long Beach NY 24 E Park Ave,michael_bernabeo@glic.com,,Salesforce
2943369,,Thanos Tontas,,,atontas@gmail.com,,
9566371,,norman lev,,,nrlev@aol.com,,List import
11236009,Inactive Investor,Eric Reblin,Client Advisor;Partner,"Turtle Creek Wealth Advisors, LLC",,,Salesforce
10841120,Inactive Investor,Oran Yacobi,Financial Advisor,"Ameriprise Financial Services, LLC Allendale NJ 191 Park Ave",oran.yacobi@ampf.com,,Salesforce
11079014,Inactive Investor,Stanley DiLiberto,Financial Advisor,LPL Financial LLC Seal Beach CA 12501 Seal Beach Blvd,stan.diliberto@lpl.com,,Salesforce
9543436,,Cheryl Charney,,,ccharney@aicrep.com,,List import
371178,,Hartmut Ohms,,Germany,h.ohms@hom-btc.de,,source
10881838,Inactive Investor,Taylor Fike,Member;Retirement Specialist,"Fike Advisors, LLC",taylor@fikeadvisors.com,,Salesforce
10901180,Inactive Investor,Ashley Harber,,LPL Financial LLC Anderson IN 12 W 13th St,ashley.harber@lpl.com,,Salesforce
9618860,,Jeff Montgomery,,,jeff.montgomery@surveyor-capital.com,,List import
11167037,Inactive Investor,Nahima Moreno-Armas,,"Wells Fargo Clearing Services, LLC Miami FL 9899 NE 2nd Ave",,,Salesforce
9612177,,David Kleinerman,,,dkleinerman@securitycapital.com,,List import
11260919,Inactive Investor,Kathleen Leclair,,"Osaic Institutions, Inc. Concord NH 1 Pillsbury St",,,Salesforce
10965897,Inactive Investor,Joseph Zarsky,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,joseph_zarsky@vanguard.com,,Salesforce
11192146,Inactive Investor,William Moss,Financial Advisor,Edward Jones Fort Myers FL 1500 Colonial Blvd,bill.moss@edwardjones.com,,Salesforce
10898212,Inactive Investor,Tara Lobl,,"Fifth Third Securities, Inc. Marco Island FL 650 E Elkcam Cir",tara.lobl@53.com,,Salesforce
10889624,Inactive Investor,Ryken Ruuspakka,,"Ashton Thomas Securities, LLC Endicott NY 111 Grant Ave",,,Salesforce
10911919,Inactive Investor,Shelby Soule,,"HighTower Securities, LLC Houston TX 4400 Post Oak Pkwy",ssoule@hightoweradvisors.com,,Salesforce
9590944,,Sunday Jousha,,,jsunnyjoshua23@gmail.com,,List import
341571,,Stephen Frank,Memeber,Investment Partners Ltd,sfrank@invp.com,330-308-9707,Manual List Upload
11036405,Inactive Investor,Zachary Walker,,Fidelity Brokerage Services LLC Willow Spring NC Private Residence,,,Salesforce
11007637,Inactive Investor,Shannon Stegeland,,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",stegeland.shannon@principal.com,,Salesforce
122133,,Anthony McDavid,Financial Planner,Lincoln Financial Advisors Corporation,anthony.mcdavid@lfg.com,440-617-6693,
11120797,Inactive Investor,Lisa Piersimoni-Levy,,J.P. Morgan Securities LLC Parrish FL 11295 US Hwy 301 N,lisa.levy@chase.com,,Salesforce
11045881,Inactive Investor,Zachary Snyder,,"Osaic Wealth, Inc. Brighton MI 7305 Grand River Rd",,,Salesforce
11091268,Inactive Investor,Timothy Lott,,"Avantax Investment Services, Inc. Sparks Glencoe MD 53 Loveton Cir",,,Salesforce
10996366,Inactive Investor,Joseph Saad,,J.P. Morgan Securities LLC Depew NY 5075 Broadway,,,Salesforce
11104631,Inactive Investor,Kathleen Judge,Financial Advisor,Edward Jones Saint Louis MO 439 S Kirkwood Rd,kathleen.judge@edwardjones.com,,Salesforce
11064809,Inactive Investor,Vincent Bartolomucci,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",vbartolomucci@financialguide.com,,Salesforce
10887802,Inactive Investor,Nickolaus Von Dohlen,Member;Partner;Wealth Advisor,"Crossgate Wealth Advisors, LLC",nickolaus@crossadvisors.com,,Salesforce
11189889,Inactive Investor,Steven Cygan,Investment Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
9454190,,Patricia Mkansi,,,nomsapat@hotmail.com,,Web form fillout
11230490,Inactive Investor,Michael Glaza,Financial Advisor;Representative,"Ameriprise Financial Services, LLC Bloomfield Hills MI 39400 Woodward Ave",michael.glaza@ampf.com,,Salesforce
10909735,Inactive Investor,Ruben Corona,,J.P. Morgan Securities LLC New York NY 2438 Broadway,ruben.x.corona@chase.com,,Salesforce
10977696,Inactive Investor,Aaron Chavez,Chief Financial Officer,Dinerazo Inc.,aaron@dinerazo.com,,Salesforce
190834,,Christopher Gipson,,CKC Republic LLC,cgipson@yahoo.com,3107176759,
10614375,,Hiram Arnaud,Financial Advisor,,hiram_arnaud@glic.com,,List Import
11130631,Inactive Investor,John Tritle,Managing Partner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Norwell MA 101 Longwater Cir",john.t.tritle@ampf.com,,Salesforce
11100412,Inactive Investor,Harold Hallstein,Chief Compliance Officer;Managing Member;Managing Partner,Sankala Group LLC Boulder CO 4799 White Rock Cir,hh@sankalagroup.com,,Salesforce
11057833,Inactive Investor,Larry Nelson,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Salinas CA 307 Main St",david.d.nelson@ampf.com,,Salesforce
11253701,,Erk h,,,eharacci@hotmail.com,,Web Form Fillout
4618564,,Antti Pihlaja,,,atlamma@gmail.com, +358509117363,Web form fillout
11170649,Inactive Investor,Brandon Labelle,Financial Advisor,"Northwestern Mutual Investment Services, LLC Woburn MA 300 Unicorn Park Dr",brandon.labelle@nm.com,,Salesforce
11052732,Inactive Investor,John Tolleson,Executive Chairman,Tolleson Private Wealth Management,jtolleson@tollesonwealth.com,,Salesforce
9646854,,park jun yup,,,474fns@gmail.com,,List import
11160444,Inactive Investor,Johnathan Larrison,,Sigma Financial Corporation,jlarrison@sigmafinancial.com,,Salesforce
335972,,Joe Bonilla,"Associate Advisor, Assistant Director, Financial Planning","Moneywatch Advisors, Inc.",joe@moneywatchadvisors.com,859-268-1117,Manual List Upload
10612213,,Scott Posner,Financial Advisor,,srposner@optonline.net,,List Import
11132819,Inactive Investor,Craig Jernigan,,"OneAmerica Securities, Inc. Cantonment FL 3155 Gateway Ln",craig.jernigan@oneamerica.com,,Salesforce
10874451,Inactive Investor,John Hamiter,,"Level Four Financial, LLC Gadsden AL 2100 Club Dr",jhamiter@levelfourfinancial.com,,Salesforce
9612429,,Nick Curry,,,nick.curry@oberweis.net,,List import
343566,,Cindy Obre,Financial Consultant,"Retirement Plan Advisors, Llc",cobre@retirementplanadvisors.com,312-701-1100,Manual List Upload
9639175,,Michael Sabatino,,,msabatino@dioceseofprovidence.org,,List import
11020120,Inactive Investor,Mark Niemi,,"Osaic Wealth, Inc. Maple Valley WA Private Residence",,,Salesforce
10775579,Inactive Investor,Katherine Jochum,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Louis MO 10369 Clayton Rd",katy.jochum@wellsfargoadvisors.com,,Salesforce
11034037,Inactive Investor,Valerie Dillion,,Key Investment Services LLC Veneta OR 88140 Territorial Rd,valerie.dillion@key.com,,Salesforce
208394,,Kyoungmuk Kim,,[Unknown],kmkim1357@gmail.com,,Paid Social
10487580,,David Thomas,,LPL Financial LLC,dthomas@vaa-llc.com,,List Import
122261,,Tom Breaks,,[Unknown],tommybreaks@hotmail.com,,source
11051371,Inactive Investor,Marc Gleason,,Key Investment Services LLC North Tonawanda NY 1071 Payne Ave,marc_gleason@keybank.com,,Salesforce
10983902,Inactive Investor,Kevin Swords,,J.P. Morgan Securities LLC Washington MI 8555 26 Mile Rd,kevin.swords@chase.com,,Salesforce
11209013,Inactive Investor,Heath Stock,,"Energy Domain Securities, LLC",hstock@energydomain.com,,Salesforce
10832466,Inactive Investor,William King,,"World Investments, Inc. Englishtown NJ 116 Craig Rd",,,Salesforce
9589386,,George Williams,,,cwilliams@wcmtexas.com,,List import
6113851,,John Correa,,,john.182@hotmail.com,,Web Form Fillout
11159988,Inactive Investor,Bryan Knudson,Founding Partner;Member;Partner;Senior Wealth Advisor,"Basepoint Wealth, LLC",bryan.knudson@basepointwealth.com,,Salesforce
10915426,Inactive Investor,Derrick Vogt,,"FBL Marketing Services, LLC Charlestown IN 9411 County Road 403",,,Salesforce
10603794,,Mark Lieb,"Chief Executive Officer, Founder, President","Spectrum Asset Management, Inc.",mlieb@bloomberg.net,,List Import
9557904,,Brian Harris,,,brianharris2@financialguide.com,,List import
10790538,Inactive Investor,Terry Adam,President;Regulatory Contact,Academy Capital Management,joel@academycapitalmgmt.com,,Salesforce
248867,,Frank Parrotto,COO,"Matrix Advisors, LLC",fparrotto@matrixadvisorsllc.com,,Manual List Upload
10811151,Inactive Investor,Christie Roberts,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa FL 101 E Kennedy Blvd",christie.roberts@ml.com,,Salesforce
10994895,Inactive Investor,Keith Blackwood,,J.P. Morgan Securities LLC Staten Island NY 200 New Dorp Ln,keith.blackwood@chase.com,,Salesforce
11018481,Inactive Investor,Andrew Froehle,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9548997,,Norbert Ondri?,,,106noon106@gmail.com,,List import
11023860,Inactive Investor,Joshua King,Financial Advisor;Financial Consultant,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",josh.king@wellsfargoadvisors.com,,Salesforce
10965319,Inactive Investor,Jack Solomon,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,jesolomon@ft.newyorklife.com,,Salesforce
11102089,Inactive Investor,Jeanine Walentoski,,MWA Financial Services Inc. Brookfield WI 12557 W Burleigh Rd,jeanine.m.walentoski@mwarep.org,,Salesforce
10993133,Inactive Investor,Melanie Rivera,,J.P. Morgan Securities LLC Missouri City TX 6220 Hwy 6,melanie.rivera@jpmorgan.com,,Salesforce
10881870,Inactive Investor,Matthew English,Investment Specialist;Senior Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
11166882,Inactive Investor,Philip Sandrok,Investment Executive,"Fifth Third Securities, Inc. Niles IL 5950 W Touhy Ave",philip.sandrok@53.com,,Salesforce
9633779,,juknievich@yahoo.com Juknievich,,,juknievich@yahoo.com,,List import
10925197,Inactive Investor,Cameron Noland,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10814549,Inactive Investor,Andrew Themis,Managing Director,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,andrew.themis@us.hsbc.com,,Salesforce
10616085,,Michael Ellsworth,,,michael.p.ellsworth@ampf.com,,List Import
11000041,Inactive Investor,Michael Rinaldi,,Edward Jones Chelmsford MA 285 Billerica Rd,michael.rinaldi@edwardjones.com,,Salesforce
11220202,,Adam Bourk,,,adam.bourk@claconnect.com,,Other
10884290,Inactive Investor,Alan Becker,Chief Executive Officer;Investment Advisor Representative;President,RSG Investments LLC,abecker@rsginvestments.net,,Salesforce
10656625,,Daniel Studebaker,,,daniel.studebaker@thrivent.com,,List Import
11105792,Inactive Investor,Yaseen Alhaj Yaseen,,NYLIFE Securities LLC Macon GA 5400 Riverside Dr,,,Salesforce
9626720,,Sagar Shah,,,sagarshah_01@hotmail.com,,List import
10618284,,Martin Fernholz,,,martin.fernholz@ubs.com,,List Import
11126182,Inactive Investor,Gerald English,Financial Advisor,LPL Financial LLC Colorado Springs CO Private Residence,al.english@lpl.com,,Salesforce
11167260,Inactive Investor,Prakash Gupta,,Essex Securities LLC,pgupta@essexsecurities.com,,Salesforce
11034160,Inactive Investor,Audley Williams,,"Farmers Financial Solutions, LLC Yelm WA 715 E Yelm Ave",awilliams3@farmersagent.com,,Salesforce
11190919,Inactive Investor,Deana Golimowski,,LPL Financial LLC Buffalo NY 3500 Main St,deana.golimowski@lpl.com,,Salesforce
9601767,,Mark Bickel,,,markbickelmail@gmail.com,,List import
9623958,,Vandy Hill,,,hillvandy10@gmail.com,,List import
11026499,Inactive Investor,Kenneth Donnelly,Advisory Compliance,PlanMember Securities Corporation,kdonnelly@planmember.com,,Salesforce
9572648,,Paul Chung,,,paul.chung@bluearrow-llc.com,,List import
11026405,Inactive Investor,Ralph Wetmore,Chief Investment Officer;Partner,"Fiduciary Wealth Partners, LLC",,,Salesforce
11163434,Inactive Investor,Tina Taylor,Financial Advisor,LPL Financial LLC Bowling Green KY 432 E Main Ave,tina.taylor@lpl.com,,Salesforce
9558704,,Eliut Alicea,,,ealicea@gareppleinvestments.com,,List import
11084643,Inactive Investor,Cheryl Wooten,,State Farm VP Management Corp. Chicago IL 200 S Michigan Ave,,,Salesforce
11068862,Inactive Investor,Darryck Farmer,,"Transamerica Financial Advisors, Inc Greenbelt MD 7501 Greenway Center Dr",darryck.farmer@tfaconnect.com,,Salesforce
10854685,Inactive Investor,Irving Moses,Regional Vice President,PFS Investments Inc. Houston TX 11811 North Fwy,jm875@primerica.com,,Salesforce
11161237,Inactive Investor,Jon Burns,Financial Advisor;First Vice President,Morgan Stanley Doylestown PA 4259 W Swamp Rd,jon.burns@morganstanley.com,,Salesforce
11160645,Inactive Investor,Jamie Eisner,General Counsel;Regulatory Contact,"Hirtle, Callaghan & Co., LLC",jeisner@hirtlecallaghan.com,,Salesforce
11021053,Inactive Investor,Dominic Knauf,Managing Partner,"Pure Financial Advisors, LLC",dominic.knauf@purefinancial.com,,Salesforce
9586008,,Charles Hilla,,,chilla@financialguide.com,,List import
10856003,Inactive Investor,Thomas Murray,,B. Riley Wealth Management Plainview NY 255 Executive Dr,,,Salesforce
11209565,Inactive Investor,Robert Halbert,Financial Advisor,Edward Jones York PA 528 Greenbriar Rd,robert.halbert@edwardjones.com,,Salesforce
9592620,,John Odell,,,jodell@capresearch.com,,List import
11072151,Inactive Investor,Michael Moxley,Financial Advisor;Senior Portfolio Manager;Senior Vice President;Wealth Advisor,Morgan Stanley San Francisco CA 101 California St,michael.moxley@morganstanley.com,,Salesforce
10996156,Inactive Investor,Ryan Deters,Financial Advisor,"Grand Wealth Management, LLC",ryandeters@grandwealth.com,,Salesforce
10829503,Inactive Investor,Philip Warne,,"Raymond James Financial Services, Inc. Pacific Palisades CA 860 Via de la Paz",philip.warne@raymondjames.com,,Salesforce
10838436,Inactive Investor,Vance Albitz,Financial Advisor;Vice President,"Albitz/Miloe and Associates, Inc.",vance@albitzmiloe.com,,Salesforce
10815052,Inactive Investor,Travis Luce,Financial Advisor,"Wells Fargo Clearing Services, LLC York PA 1461 Loucks Rd",travis.luce@wellsfargoadvisors.com,,Salesforce
9612195,,Jerome Silvey,,,jerome.silvey@magnetar.com,,List import
10614255,,Leigh Einhorn,Financial Advisor,,lee.einhorn@wellsfargo.com,,List Import
11139764,Inactive Investor,Johann Kirsten,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 607 W 3rd St",johann.kirsten@ml.com,,Salesforce
10973231,Inactive Investor,Pallavi Thota,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11175558,Inactive Investor,Damian Degoa,Chief Operating Officer,OA Private Capital,,,Salesforce
10796664,Inactive Investor,Corrina Phillips,Vice President,"Stifel, Nicolaus & Company, Incorporated Olympia WA 1018 Capitol Way S",phillipsck@stifel.com,,Salesforce
11055262,Inactive Investor,Jason Rucker,Financial Advisor,"Hornor, Townsend & Kent, LLC Chandler AZ 2450 S Gilbert Rd",jrucker@htk.com,,Salesforce
11144604,Inactive Investor,Cheryl Taylor,,"Osaic Institutions, Inc. Littleton CO 10058 W Progress Ave",,,Salesforce
10922539,Inactive Investor,David Enos,,"Osaic Wealth, Inc. Des Moines IA 2820 Hubbell Ave",,,Salesforce
10808671,Inactive Investor,Nicole Scanlon,Financial Advisor,Morgan Stanley Wayzata MN 445 Lake St E,,,Salesforce
11020376,Inactive Investor,Dayna Lopez,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Sun City CA 27378 Sun City Blvd",,,Salesforce
10945586,Inactive Investor,Sarah Clayton,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11101712,Inactive Investor,Brooks Nelson,,J.P. Morgan Securities LLC Spring TX 4755 W Panther Creek Dr,brooks.e.nelson@jpmorgan.com,,Salesforce
374767,,Steven Salter,Managing Member,Panoramic Investment Advisors,steve.salter@panoramicia.com,303-691-1808,Manual List Upload
10551181,,James Amberger,,,jim.amberger@gmail.com,,Web Form Fillout
9541896,,Jazmín Mira,,,xochil_jazmin@yahoo.com,,List import
10785306,Inactive Investor,Jeffrey Meyer,Wealth Advisor,"SeaCrest Wealth Management, LLC Rapid City SD 219 Founders Park Dr",jmeyer@seacrestwm.com,,Salesforce
11076212,Inactive Investor,Chad Delk,Executive Director,J.P. Morgan Securities LLC Palm Beach FL 205 Royal Palm Way,chad.delk@jpmorgan.com,,Salesforce
144891,,Terri Kallsen,Chief Operating Officer,"Wealth Enhancement Advisory Services, Llc",tkallsen@wealthenhancement.com,(970) 668-3069,
9547363,,Michael McCormack,,,mike.mccormack@lfg.com,,List import
11198949,Inactive Investor,Ndeye Diack Diop,,J.P. Morgan Securities LLC Brooklyn NY 1000 Nostrand Ave,ndeye.diack-diop@jpmorgan.com,,Salesforce
10767288,Inactive Investor,Thomas Rillo,,"Raymond James Financial Services, Inc. Bloomington IN 824 S Auto Mall Rd",thomas.rillo@raymondjames.com,,Salesforce
9578014,,Steven Cheeks,,,steven.cheeks1@gmail.com,,List import
11020557,Inactive Investor,Paul Shortier,,"Brokers International Financial Services, LLC. Farmington CT 20 Waterside Dr",pshortier@brokersifs.com,,Salesforce
10806919,Inactive Investor,Consuelo Meza,Client Service Associate,Morgan Stanley Albuquerque NM 6565 Americas Pkwy NE,,,Salesforce
11094809,Inactive Investor,Viet Phan,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,viet.phan@ubs.com,,Salesforce
10866617,Inactive Investor,John Harrison,Senior Client Service Associate,UBS Financial Services Inc. Portland OR 760 SW 9th Ave,john.harrison@ubs.com,,Salesforce
11180251,Inactive Investor,Donald Pierini,Branch Manager;Financial Consultant;Principal;Registered Principal,"Diversified Global Investment Strategies, LLC Mountain Brk AL 3 Office Park Cir",,,Salesforce
10897159,Inactive Investor,Brian Halter,Private Client Associate,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,brianhalter@janney.com,,Salesforce
10825256,Inactive Investor,Mark Tighe,Wealth Advisor,LPL Financial LLC Golden CO 1746 Cole Blvd,,,Salesforce
9636079,,Monique Thomas,,,monique.thomas@gardecapital.com,,List import
10929267,Inactive Investor,Jasen Dahm,,"Cambridge Investment Research, Inc. Urbandale IA Private Residence",,,Salesforce
10778305,Inactive Investor,Adrianne Vickers,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",vickersa@stifel.com,,Salesforce
10953987,Inactive Investor,Cathleen Sheerins,,"Wells Fargo Advisors Financial Network, LLC East Hanover NJ 100 Eagle Rock Ave",,,Salesforce
232265,, -,,[Unknown],brandon.nivens87@gmail.com,,
349161,,Nicholas Stovall,Finop,Gradient Wealth Management,nstovall@gradientsecurities.com,866-991-1539,Manual List Upload
9545430,,Kevin Darger,,,kdarger@fmncc.com,,List import
11170840,Inactive Investor,Richard Grund,Wealth Manager,Commonwealth Financial Network Fort Lauderdale FL 2200 N Commerce Pkwy,rgrund@commonwealth.com,,Salesforce
10966450,Inactive Investor,Janet Werner,,"Principal Securities, Inc. Phoenix AZ 2355 E Camelback Rd",,,Salesforce
11119492,Inactive Investor,Phillip Bailey,Vice President,"BOK Financial Securities, Inc. Little Rock AR 111 Center St",,,Salesforce
11078843,Inactive Investor,Alexander Speer,,Fidelity Brokerage Services LLC,,,Salesforce
46263,,Thomas Dempster,Financial Advisor,IFAM Capital,tdempster@ifmcapital.com,866-910-7824,
11201209,Inactive Investor,Jason Oclaray,Chief Compliance Officer;Chief Operating Officer;Managing Member;President,XO Capital LLC,jason@xo.team,,Salesforce
10868465,Inactive Investor,David Hurst,,"Farmers Financial Solutions, LLC Houston TX 11102 Bammel North Houston Rd",dhurst@farmersagent.com,,Salesforce
10980054,Inactive Investor,John Scott,,Vanguard Marketing Corporation,,,Salesforce
11190102,Inactive Investor,Cynthia Reilly,Senior Investment Advisor,TD Private Client Wealth LLC Boston MA 200 State St,cynthia.reilly@td.com,,Salesforce
10780389,Inactive Investor,Kenneth De Los Santos,Financial Advisor,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",ken.c.delossantos@wellsfargo.com,,Salesforce
11106117,Inactive Investor,Luke Albright,Chief Compliance Officer;Managing Member;Managing Partner,Oak Grove Management LLC,luke@oakgrovemgmt.com,,Salesforce
11217626,,Stephanie Hunter,,,stephanie.hunter@jpmorgan.com,,Other
223980,,Ronny Yakov,,[Unknown],ronny@olb.com,,
10782174,Inactive Investor,Carla Roque,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Miami FL 100 SE 2nd St,carla.roque@ubs.com,,Salesforce
10863181,Inactive Investor,Eduardo Gimenez,,LPL Financial LLC Rockville MD 1445 Research Blvd,eduardo.gimenez@lpl.com,,Salesforce
11132711,Inactive Investor,Mollie Sarchione,Associate,LPL Financial LLC Hartville OH 1120 W Maple St,mollie.sarchione@lpl.com,,Salesforce
10942749,Inactive Investor,Angela Osili,Financial Advisor,"Geneos Wealth Management, Inc. Englewood CO 9085 E Mineral Cir",,,Salesforce
11065708,Inactive Investor,Tara Handy,Senior Client Associate,"Wells Fargo Clearing Services, LLC North Wilkesboro NC 205 10th St",tara.handy@wellsfargoadvisors.com,,Salesforce
11144865,Inactive Investor,Gail Linn,,"MML Investors Services, LLC New York NY 420 Lexington Ave",,,Salesforce
11018140,Inactive Investor,Trae Urie,Financial Advisor;Wealth Management Advisor,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,trae.urie@ubs.com,,Salesforce
10992282,Inactive Investor,Dmitriy Ilin,,J.P. Morgan Securities LLC Brooklyn NY 4721 16th Ave,dmitriy.ilin@jpmorgan.com,,Salesforce
197410,,Regina Caudill,"Administrative Manager, Consultant",Eagle Strategies LLC,rcaudill@ft.newyorklife.com,502-327-8589,
370786,,Brian Zamprogno Bobbio,,Brazil,brianbobbio1@gmail.com,,Salesforce
11082359,Inactive Investor,Elise Wiley,,Edward Jones Raleigh NC 2019 Fairview Rd,elise.wiley@edwardjones.com,,Salesforce
9637263,,Andrew Muller,,,muller76s@yahoo.com,,List import
11061020,Inactive Investor,Marika Dalesandro,Owner;Shareholder,Liberty Solutions Advisors,,,Salesforce
10647414,,Turner Lang,,,tlang@tiaa-cref.org,,List Import
10915421,Inactive Investor,Brian Lam,,Edward Jones Mission Viejo CA 27772 Vista Del Lago,,,Salesforce
184362,,Mark Gustetic,,[Unknown],mark.gustetic@gmail.com,,source
10956776,Inactive Investor,Thomas Ray,,"Vanderbilt Securities, LLC Rohnert Park CA 1500 Valley House Dr",tray@vanderbiltsecurities.com,,Salesforce
225193,,Kenneth Goodwin Jr,Managing General Partner,Jeanensis Ventires,kennethgoodwin@jeanensis.net,,Manual List Upload
11159667,Inactive Investor,James Deconinck,,"Raymond James & Associates, Inc.",james.deconinck@raymondjames.com,,Salesforce
10820074,Inactive Investor,Mark Killingsworth,,"Raymond James Financial Services, Inc. Beaver Dam WI 215 Corporate Dr",mark.killingsworth@raymondjames.com,,Salesforce
10824973,Inactive Investor,Brandon Jimenez,Relationship Banker,"Wells Fargo Clearing Services, LLC Palm Beach FL 255 S County Rd",,,Salesforce
10888767,Inactive Investor,Blake Richards,Financial Advisor;Financial Associate,Thrivent Investment Management Inc. Logan OH 107 S Market St,blake.richards@thrivent.com,,Salesforce
11101195,Inactive Investor,Jake Luthardt,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
171489,,Pawel Dywan,,[Unknown],pawel.dywan1@gmail.com,,
9551267,,Eric Jenson,,,eric.jenson@transamerica.com,,List import
11067211,Inactive Investor,Matthew Andrawes,,"Wells Fargo Clearing Services, LLC Costa Mesa CA 301 E 17th St",matthew.andrawes@wellsfargo.com,,Salesforce
11072975,Inactive Investor,Luis Atristain Garduno,,"InSight Securities, Inc.",,,Salesforce
10998330,Inactive Investor,Natasha Fenster,,"Osaic Institutions, Inc. Westminster CO 8851 Harlan St",,,Salesforce
9626141,,Even Nyheim,,,ferrari430@protonmail.com,,List import
10995614,Inactive Investor,Ivan Ortega,,NYLIFE Securities LLC El Paso TX 303 N Oregon St,igortega@ft.newyorklife.com,,Salesforce
9584018,,Aurash Banitaba,,,a.banitaba@fi.com,,List import
10902607,Inactive Investor,James Reno,,PFS Investments Inc. Newton NJ 93 Spring St,james.reno@primerica.com,,Salesforce
9579665,,Jared Friedman,,,jared@profinancialgroupllc.com,,List import
11187441,Inactive Investor,David Simons,,William Blair Charlotte NC 101 S Tryon St,dsimons@williamblair.com,,Salesforce
10980572,Inactive Investor,Zachary Goins,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Greenville NC 498A Red Banks Rd",zach.goins@wellsfargoadvisors.com,,Salesforce
11149027,Inactive Investor,Maureen Ault,,Sigma Financial Corporation Costa Mesa CA 940 S Coast Dr,,,Salesforce
240895,,White Edward,,[Unknown],edward.white@msci.com,,Event
11148763,Inactive Investor,Elizabeth Moeller,,"Kestra Investment Services, LLC Wichita KS 8080 E Central Ave",,,Salesforce
10401146,,Pedro Ortega,,,pedro.ortegasosa@gmail.com,,Web Form Fillout
9576779,,Rehman Rahmani -,,,rahmangul01@gmail.com,,List import
11110072,Inactive Investor,Olin Johanssen,Advisor,"World Choice Securities, Inc. Dublin OH 4465 Summitview Rd",,,Salesforce
10964828,Inactive Investor,John Killingsworth,Financial Advisor Trainee,"Raymond James & Associates, Inc. Eagle ID 729 S Bridgeway Pl",john.killingsworth@raymondjames.com,,Salesforce
87258,,Arden Walker,,United States,arden_walker@outlook.com,,source
9642156,,Daniel Carey,,,n869tu@icloud.com,,List import
11052330,Inactive Investor,Adam Spencer,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,adam.spencer@jpmorgan.com,,Salesforce
11122858,Inactive Investor,Kostas Luecker,Investment Officer,LPL Financial LLC Bedford TX 1905 Forest Ridge Dr,kostas.luecker@lpl.com,,Salesforce
8480956,,Martin Hunter,,Morgan Stanley,martin.hunter@morganstanley.com,,List Import
11045398,Inactive Investor,Bruce Rothbard,,"Lion Street Financial, LLC",brothbard@lionstreet.com,,Salesforce
9614149,,fan li,,,lifan20210314@gmail.com,,List import
11142235,Inactive Investor,William Billings,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Hurricane UT 52 S 850 W",willie.billings@tfaconnect.com,,Salesforce
11258281,,[Unknown],,,anime.general@yahoo.com, +817090234655,Web Form Fillout
11161259,Inactive Investor,Patrick Rohde,Financial Advisor;Vice President,Morgan Stanley Middleton WI 8215 Greenway Blvd,patrick.rohde@morganstanley.com,,Salesforce
10822173,Inactive Investor,Mallory Capenhurst,Financial Advisor,UBS Financial Services Inc. Saint Petersburg FL 150 2nd Ave N,mallory.posey@ubs.com,,Salesforce
11142267,Inactive Investor,Joanna Rogers,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Waco TX 510 N Valley Mills Dr",joanna.rogers@ml.com,,Salesforce
11230969,Inactive Investor,Amira Ibrahim,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 2077 Broadway",,,Salesforce
10614506,,Francis Girard,Senior Financial Advisor,,francis.girard@raymondjames.com,,List Import
10838537,Inactive Investor,Kevin Manghan,,"Osaic Institutions, Inc. Monson MA Private Residence",kmanghan@infinexgroup.com,,Salesforce
11041888,Inactive Investor,Paul Sprague,Financial Professional,"Voya Financial Advisors, Inc. Oceanside CA 2171 S El Camino Real",paul.sprague@voyafa.com,,Salesforce
10992586,Inactive Investor,Ashley Rodgers,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,arodgers@primerica.com,,Salesforce
10658295,,Steven Motta,,,steven.motta@ceterafs.com,,List Import
11201909,Inactive Investor,James Dougherty,,"Robinhood Financial, LLC Roanoke TX 1500 Solana Blvd",james.dougherty@robinhood.com,,Salesforce
10618230,,Robert Hon,,,robert.hon@wellsfargoadvisors.com,,List Import
10834173,Inactive Investor,Debra Wilke,Financial Advisor,Edward Jones Saint Louis MO 10009 Office Center Ave,deb.wilke@edwardjones.com,,Salesforce
10884543,Inactive Investor,Landon Vick,,"Raymond James Financial Services, Inc. Cookeville TN 1330 Neal St",landon.vick@raymondjames.com,,Salesforce
10981709,Inactive Investor,Isaac Alcantara,,"U.S. Bancorp Investments, Inc. Saint Paul MN 1001 Hwy 96 W",,,Salesforce
11190976,Inactive Investor,Peter Eliason,Financial Advisor,"Financial Dimensions Group, Inc. Sheridan WY 314 Whitney Ln",,,Salesforce
370421,,Swain Sherman,,United States,swainsherman@yahoo.com,,Salesforce
10939747,Inactive Investor,Priscilla Opoku,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11084834,Inactive Investor,Paula Penn,Branch Manager;Financial Advisor;Vice President,Morgan Stanley Lake Forest IL 207 E Westminster,paula.penn@morganstanley.com,,Salesforce
373035,,Yingkun Lu,,[Unknown],queeny1014@gmail.com,,source
10798814,Inactive Investor,Anthony Devito,Owner,ADV Investment Management,anthony@devitofinancial.com,,Salesforce
9549697,,Christopher Bassett,,,cbassett@luminusmgmt.com,,List import
9590445,,JOSHUA CONNELL,,,josh.connell@fivebucksdrinkery.com,,List import
9571961,,Elizabeth Dipp Metzger,,,emmetzger@ft.newyorklife.com,,List import
11207005,Inactive Investor,Henry Pacht,,"Herold & Lantern Investments, Inc. New York NY 845 3rd Ave",henryp@heroldlantern.com,,Salesforce
10784210,Inactive Investor,Thomas Connelly,Chief Investment Officer;Founder,"Versant Capital Management, Inc.",tomc@versantcm.com,,Salesforce
11091473,Inactive Investor,Gail Warren,Financial Advisor,"Wells Fargo Clearing Services, LLC Richmond VA 1800 Bayberry Ct",gail.warren@wellsfargoadvisors.com,,Salesforce
10856340,Inactive Investor,Andrew Massieon,Financial Advisor,LPL Financial LLC Olathe KS 13095 S Mur Len Rd,andrew.massieon@lpl.com,,Salesforce
11102399,Inactive Investor,Julie Waitman,Chief Compliance Officer;Senior Vice President,Verus Financial Partners,julie@verusfp.com,,Salesforce
11063622,Inactive Investor,Robert Traphagen,Managing Partner;Member,Traphagen Financial Group,robert@tfgllc.com,,Salesforce
10840159,Inactive Investor,David Hahl,Financial Advisor,Edward Jones Cornelius NC 18805 W Catawba Ave,david.hahl@edwardjones.com,,Salesforce
10893459,Inactive Investor,Mahindro Jainarine,,"Allstate Financial Services, LLC South Ozone Park NY 11810 Rockaway Blvd",mahindrojainarine@allstate.com,,Salesforce
11067484,Inactive Investor,Joseph Lampe,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9636044,,Steven Lipiner,,,steven_lipiner@ssga.com,,List import
10837880,Inactive Investor,Jeffrey Dickerson,,PFS Investments Inc. Stuart FL 7190 SE Federal Hwy,jdickerson02481@primerica.com,,Salesforce
9610940,,RICHARD HAGLER,,,beanieg@hotmail.com,,List import
11124549,Inactive Investor,Rita Ju,,NYLIFE Securities LLC Philadelphia PA 205 N 9th St,ritaju@ft.newyorklife.com,,Salesforce
11179055,Inactive Investor,Wenxiu Peng,,"Transamerica Financial Advisors, Inc Bellevue WA 2330 130th Ave NE",wenxiu.peng@tfaconnect.com,,Salesforce
10923265,Inactive Investor,Faith Bolen,,State Farm VP Management Corp. Newark OH 23 Forry St,faith.bolen.mtxx@statefarm.com,,Salesforce
10596027,,Patrick Herrmann,,,rotopat@gmail.com,,Web Form Fillout
10659364,,Jeffrey Orman,,,jeffrey.orman@countryfinancial.com,,List Import
9564926,,Chris Bergmann,,,cbergmann@americanportfolios.com,,List import
10788470,Inactive Investor,Richard Pollock,,"Cambridge Investment Research, Inc. Chagrin Falls OH Private Residence",,,Salesforce
345822,,Stephen Captain,,Trek Financial,steve@bauercaptain.com,480-483-1510,Manual List Upload
11165831,Inactive Investor,Andrea Hulsman,Assistant Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",andrea.hulsman@ml.com,,Salesforce
10882493,Inactive Investor,Jonathan Martin,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10944416,Inactive Investor,Shailandra Haynes,,Fidelity Brokerage Services LLC,,,Salesforce
11030532,Inactive Investor,Minerva Ojeda,,J.P. Morgan Securities LLC Vista CA 1641 S Melrose Dr,minerva.ojeda@jpmorgan.com,,Salesforce
9640278,,Janette Martin,,,jmm@kstonepartners.com,,List import
4333989,,John C,,,jcostel5@gmail.com,9205406311,Web Form Fillout
10811835,Inactive Investor,Thomas Dwyer,Associate Vice President;Financial Advisor,Morgan Stanley Latham NY 1212 Troy Schenectady Rd,thomas.dwyer.jr@morganstanley.com,,Salesforce
10921506,Inactive Investor,Frank Garces,Private Client Banker,J.P. Morgan Securities LLC Winter Springs FL 5601 Red Bug Lake Rd,frank.garces@jpmorgan.com,,Salesforce
10911277,Inactive Investor,Tracy Idinopulos,,"Allstate Financial Services, LLC Albuquerque NM 111 Isleta Blvd Sw",,,Salesforce
11083131,Inactive Investor,Jeffrey Price,,Cetera Investment Services LLC Erie PA 2765 W 8th St,jeffrey.price@ceterais.com,,Salesforce
9647651,,lesya pelyushko,fa,ml,lesya.pelyushko@ml.com,,List import
11205124,Inactive Investor,Marcia Glencer,,"MML Investors Services, LLC Southfield MI 3000 Town Ctr",mglencer@financialguide.com,,Salesforce
11163736,Inactive Investor,Tracy Dean,Financial Advisor,Edward Jones Leland NC 1144 E Cutlar Xing,tracy.dean@edwardjones.com,,Salesforce
10904543,Inactive Investor,Andrea Pobst,Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cape Girardeau MO 1371 N Mount Auburn Rd",,,Salesforce
87069,,Darrell Armuth,Owner,"Sensible Portfolios, Llc",darrell@armuth.com,775-323-1488,Manual List Upload
10645893,,Matthew Wetzel,,,matthew.wetzel@chase.com,,List Import
9609130,,Mayer Makabe,,,mcmayer@gmail.com,,List import
11105917,Inactive Investor,Steven Eisner,Financial Advisor,Park Avenue Securities LLC Garden City NY 900 Stewart Ave,steven_eisner@glic.com,,Salesforce
120401,,charles alohan,,Austria,doncharles2008@yahoo.com,,
11024604,Inactive Investor,Kevin Forkin,,"Bankers Life Securities, Inc. Gaithersburg MD 18310 Montgomery Village Ave",kevin.forkin@bankerslife.com,,Salesforce
6516989,,Maryam Saeedi,,,maryam007727@gmail.com,,Web form fillout
10921166,Inactive Investor,Robert Jones,Lead Advisor,Commonwealth Financial Network Asheville NC 1 Town Square Blvd,,,Salesforce
11020127,Inactive Investor,Kathleen Carroll,,"Ameriprise Financial Services, LLC Hingham MA 99 Derby St",kathleen.a.carroll@ampf.com,,Salesforce
11183939,Inactive Investor,Margo Kohlhoff,Owner,Carl Domino Inc.,,,Salesforce
10846473,Inactive Investor,Thomas Noonan,Chief Compliance Officer;Owner;President,"Thomas R. Noonan, Inc.",,,Salesforce
10776180,Inactive Investor,Ross Cargo,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",ross.cargo@schwab.com,,Salesforce
11044077,Inactive Investor,Paul Impellizeri,Chief Compliance Officer;Chief Executive Officer,Cascio Wealth Management,,,Salesforce
10756242,Inactive Investor,Meghan McGowan,Client Service Associate;Wealth Management Associate,UBS Financial Services Inc. Philadelphia PA 1735 Market St,meghan.hamer@ubs.com,,Salesforce
10928304,Inactive Investor,Sean Keady,Manager,LPL Financial LLC San Diego CA 4707 Executive Dr,sean.keady@lpl.com,,Salesforce
9642672,,John Fuhrer,,,johnfuhrer76@gmail.com,,List import
10941913,Inactive Investor,Scott Gagne,,PFS Investments Inc. Turner ME 1071 Auburn Rd,sgagne@primerica.com,,Salesforce
337690,,Jonathan Roberts,"Finop, Chief Financial Officer",Signature Securities Group Corp.,jroberts@signatureny.com,646-822-1475,Manual List Upload
10961319,Inactive Investor,Charles Angerer,,Thrivent Investment Management Inc. Jefferson City MO 520 Ellis Blvd,charles.angerer@thrivent.com,,Salesforce
9644722,,Irfanullah Khan,,,irfanullahk164@gmail.com,,List import
10801205,Inactive Investor,Donald Bergan,Principal,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,joe.bergan@edwardjones.com,,Salesforce
10486766,,Paul Elkjer,First Vice President - Investments,"Raymond James & Associates, Inc.",paul.elkjer@raymondjames.com,,List Import
2647932,,Corey Samuel,,,csamuel.cs24@gmail.com,,
11065559,Inactive Investor,Richard Ellard,Relationship Manager,Morgan Stanley,richard.ellard@morganstanley.com,,Salesforce
9629335,,Lorens Huculak,,,hello@lorenshuculak.be,,List import
10562361,,Adriana Rietveld,,,info@bioinbalans.nl,,Web Form Fillout
10794846,Inactive Investor,Bobby White,Chief Executive Officer;Executive Chairman;Founder;Managing Member;Regulatory Contact,"RFG Advisory, LLC Birmingham AL 1400 Urban Center Dr",bwhite@rfgadvisory.com,,Salesforce
11111176,Inactive Investor,James Gersack,,Catalytic Wealth Management Jackson WY 172 Center St,jg@generalcatalyst.com,,Salesforce
11083651,Inactive Investor,Joseph Anderson,Senior Vice President,"Raymond James & Associates, Inc. Coeur D Alene ID 2100 Northwest Blvd",joe.anderson@raymondjames.com,,Salesforce
9600569,,Jeffrey Shaver,,,jshaver@acgwealth.com,,List Import
10860685,Inactive Investor,Adam Bither,,Cetera Investment Services LLC Presque Isle ME 12 North St,adam.bither@ceterais.com,,Salesforce
10779052,Inactive Investor,Marina Johnson,Managing Director;Principal;Shareholder,Vision Capital Management Inc,marina@vcmi.net,,Salesforce
10995905,Inactive Investor,Mylea Sarmiento,,"Northwestern Mutual Investment Services, LLC New Hartford NY 19 Campion Rd",mylea.sarmiento@nm.com,,Salesforce
9609962,,Andrés Giraldo,,,trasciendec@gmail.com,,List import
9617147,,Nicolas Nesta,,,nnesta@berylson.com,,List import
9609305,,Greg Battistone,,,greg.b@stonemarkwealth.com,,List import
10833696,Inactive Investor,James Yost,,LPL Financial LLC Ada MI 979 Spaulding Ave SE,jim.yost@lpl.com,,Salesforce
11116185,Inactive Investor,Christopher Cioffi,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,christopher.cioffi@fidelity.com,,Salesforce
10993588,Inactive Investor,Robin Mitchell,,PFS Investments Inc. Maitland FL 323 E Kennedy Blvd,robinmitchell@primerica.com,,Salesforce
9571217,,Yuri Demetris,,,yuri.demetris@huntington.com,,List import
10937432,Inactive Investor,Brett Ford,,PFS Investments Inc. Loveland CO 1616 W 16th St,brett.ford@primerica.com,,Salesforce
9567338,,Jillian Altamura,,,jillian.altamura@simonmarkets.com,,List import
10999894,Inactive Investor,Mahler Nunez,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
10761418,Inactive Investor,Louis Farr,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",lou_farr@ml.com,,Salesforce
11097458,Inactive Investor,David Carper,,"First Citizens Investor Services, Inc. Raleigh NC 100 E Tryon Rd",,,Salesforce
343414,,Andrew Kahn,Senior Associate,"Gridiron Capital, Llc",akahn@gridironcapital.com,203-972-1100,Manual List Upload
10876956,Inactive Investor,Nicholas Eells,,"Avantax Investment Services, Inc. Malone NY 31 Elm St",,,Salesforce
9635118,,Douglas Hepworth,,,dhepworth@greshamllc.com,,List import
11003152,Inactive Investor,Paulo Alfonso,,"Wells Fargo Clearing Services, LLC Hollywood FL 17199 Pines Blvd",,,Salesforce
9609395,,Mike Pence,,,teck0721904@gmail.com,,List import
11039763,Inactive Investor,Lorie Knox,,"Kestra Investment Services, LLC Marshall TX 203 E Travis St",,,Salesforce
10778286,Inactive Investor,Frank Shepard,Financial Advisor;President,"S&A Financial Services, Inc.",curtis@shepardfinancial.com,,Salesforce
221280,,Kevin Falk,,[Unknown],kevinfalk@yahoo.com,,Direct
10838012,Inactive Investor,Samuel Webster,Managing Member;Managing Partner,"Signal Ridge Capital Partners, LLC",swebster@signalridgecp.com,,Salesforce
11096249,Inactive Investor,Brian Groves,Financial Professional,"Equitable Advisors, LLC Cleveland OH 1001 Lakeside Ave E",brian.groves@equitable.com,,Salesforce
10871566,Inactive Investor,Gabriel Logsdon,,Sigma Financial Corporation Temple TX 18 S Main St,,,Salesforce
11092547,Inactive Investor,Curtis C. Brown,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Colorado Springs CO 90 S Cascade Ave,curtis.c.brown@ubs.com,,Salesforce
11234971,Inactive Investor,Matthew Mckeand,,"The Colony Group, LLC Saint Louis MO 8182 Maryland Ave",,,Salesforce
10983577,Inactive Investor,Courtney Seibold,,State Farm VP Management Corp. Ann Arbor MI 2512 Carpenter Rd,,,Salesforce
9547261,,Nick Mellios,,,nicholas.mellios@gmail.com,,List import
10781541,Inactive Investor,Rebecca Cortese,,Morgan Stanley Paramus NJ 61 S Paramus Rd,rebecca.cortese@morganstanley.com,,Salesforce
10850755,Inactive Investor,Steven Brandt,Investment Analyst;Portfolio Manager,"Acorn Financial Advisory Services, Inc. Alexandria VA 1521 King St",sbrandt@acorn-financial.com,,Salesforce
9557389,,William Marinelli,,,wmarinelli@royalaa.com,,List import
10962770,Inactive Investor,Alan Hansen,,"International Assets Advisory, LLC Kamas UT 228 State Road 248",ahansen@iaac.com,,Salesforce
10886015,Inactive Investor,Joseph Vaccaro,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",joseph.vaccaro@tiaa.org,,Salesforce
10978144,Inactive Investor,Joseph Demascio,,"Allstate Financial Services, LLC Bronx NY 1026 Morris Park Ave",jdemascio@allstate.com,,Salesforce
10943344,Inactive Investor,Matthew Haushalter,Managing Partner;Partner,"American Harbour Wealth Management, LLC",matt@americanharbour.com,,Salesforce
11081219,Inactive Investor,Bonita Merritt,Registered Client Associate,"Wells Fargo Clearing Services, LLC Bethesda MD 7600 Wisconsin Ave",bonita.merritt@wellsfargoadvisors.com,,Salesforce
9632102,,Robert Oberbauer,,,roromail@kabelplus.at,,List import
9616466,,Jeff Graehl,,,jeffgraehl03@gmail.com,,List import
248305,,Eliane Bonifaz  Medina,Contabillidad Financiera,UNMSM,eliane.bonifaz@unmsm.edu.pe,,Manual List Upload
11127238,Inactive Investor,Edmond Powell,Private Wealth Senior Relationship Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",colin.powell@ml.com,,Salesforce
10847484,Inactive Investor,Heath Rylance,Financial Advisor,"Wells Fargo Clearing Services, LLC Watertown SD 10 N Broadway",heath.rylance@wellsfargo.com,,Salesforce
11012245,Inactive Investor,Christina Sliski,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
10791283,Inactive Investor,Thuc Tran,,HSBC Securities (USA) Inc. Beverly Hills CA 445 N Bedford Dr,thuc.tran@us.hsbc.com,,Salesforce
11260485,Inactive Investor,Kyle Cocciardi,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10835786,Inactive Investor,Kurt Fulmer,Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC New Albany OH 6525 W Campus Oval",kurt.fulmer@wfafinet.com,,Salesforce
10932487,Inactive Investor,Christopher Scanlan,Financial Advisor,Edward Jones Bonita Springs FL 3301 Bonita Beach Rd,chris.scanlan@edwardjones.com,,Salesforce
10771741,Inactive Investor,Sean Pryden,Managing Director,"Wells Fargo Clearing Services, LLC Santa Rosa CA 3700 Old Redwood Hwy",sean.r.pryden@wellsfargo.com,,Salesforce
10804770,Inactive Investor,Bryan Hickingbottom,,"Raymond James Financial Services, Inc. Lodi CA 135 N Church St",bryan.hickingbottom@raymondjames.com,,Salesforce
10914055,Inactive Investor,Gregory Bowden,Chief Compliance Officer;Managing Director;Senior Portfolio Manager,"Sheets Smith Investment Management, LLC",gbowden@sheetssmithim.com,,Salesforce
10803887,Inactive Investor,Jonathan Williamson,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Springfield MA 1 Monarch Pl,jonathan.s.williamson@ubs.com,,Salesforce
10960149,Inactive Investor,Gregory Williams,,"The Leaders Group, Inc.",,,Salesforce
10857540,Inactive Investor,Lisa Spada,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Boca Raton FL 1675 N Military Trl",lisa.a.spada@wellsfargo.com,,Salesforce
9632896,,Roger Ryu,,,ryuroger@yahoo.com,,List import
11175925,Inactive Investor,Brian Fitzsimmons,Financial Advisor,"Raymond James Financial Services, Inc. Greenville SC 124 Verdae Blvd",brian.fitzsimmons@raymondjames.com,,Salesforce
10952469,Inactive Investor,Luke Vaughn,,"Fifth Third Securities, Inc. Chicago IL 222 S Riverside Plz",luke.vaughn@53.com,,Salesforce
10974379,Inactive Investor,Dustin Javier,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Defined Capital LLC,,,Salesforce
10803443,Inactive Investor,David Gunter,Branch Manager;Senior Vice President - Investments,"Raymond James & Associates, Inc. Oil City PA 2 E 2nd St",,,Salesforce
184111,,Sam Lloooo,,[Unknown],smokier-runway.0w@icloud.com,,source
9597762,,Intan Puspitasari,,,intanpuspitasari2329@gmail.com,,List import
9544198,,Lucas Dancy-Cabeal,,,dancycabeal.lucas@principal.com,,List import
10866642,Inactive Investor,Marieta Borzym,Financial Advisor,Edward Jones Elmhurst IL 188 W Industrial Dr,rita.borzym@edwardjones.com,,Salesforce
9583071,,elana hirsch,,,emh@piratecapital.co,,List import
11135799,Inactive Investor,Christopher Davenport,Financial Advisor,Edward Jones Pflugerville TX 104 W Main St,chris.davenport@edwardjones.com,,Salesforce
9565652,,Erich Scheller,,,escheller@racap.com,,List import
9601752,,Sylvia Clegg,,,sylvia.clegg@trilogyfs.com,,List import
141942,,Kieran Le Butt,,[[Unknown]],klebutt92@gmail.com,,Direct
10987794,Inactive Investor,Jon Hoover,Private Client Associate,Janney Montgomery Scott LLC Sewickley PA 2200 Georgetown Dr,jhoover@janney.com,,Salesforce
10930330,Inactive Investor,Edward Yang,,Oppenheimer & Co. Inc.,,,Salesforce
10973719,Inactive Investor,Jamie Alexander,,Purshe Kaplan Sterling Investments Englewood CO 5445 DTC Pkwy,jalexander@pksinvest.com,,Salesforce
9572428,,Michael Quinlan,,,michael.quinlan@pnc.com,,List import
9598210,,Byron Green,"Chief Compliance Officer, Chief Executive Officer, President","Green Investment Management, Inc.",byron@gimlink.com,,List import
10603651,,Frank Tripoli,"Chief Investment Officer, Managing Partner, Regulatory Contact",Paragon Outcomes Management LLC,ftripoli@paragonoutcomes.com,,List Import
11147200,Inactive Investor,Charles Dow,Managing Director,"MML Investors Services, LLC Springfield MO 3253 E Chestnut Expy",chuckdow@financialguide.com,,Salesforce
11137088,Inactive Investor,James Gray,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",treygray@ml.com,,Salesforce
10956385,Inactive Investor,Angela Hyun,Financial Advisor,Edward Jones Laguna Beach CA 1100 S Coast Hwy,angela.hyun@edwardjones.com,,Salesforce
9588653,,Clive Gillmore,,,clive.gillmore@mondrian.com,,List import
10907900,Inactive Investor,Daniel Sullivan,Managing Director - Investments,Wedbush Securities Inc. Clyde Hill WA Private Residence,daniel.sullivan@wedbush.com,,Salesforce
11151858,Inactive Investor,Joshua Bowen,Financial Advisor,"Ameriprise Financial Services, LLC Aberdeen SD 1108 S Main St",joshua.bowen@ampf.com,,Salesforce
10998917,Inactive Investor,Dane Keele,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,dkeele@primerica.com,,Salesforce
9547777,,David Williams,,,dw@knick.io,,List import
9613602,,peng ren,,,pren0622@foxmail.com,,List import
351542,,Charles Wilson,Head of UK Retail,Ninety One Uk Limited,charles.wilson@investecmail.com,442-039-382000,Manual List Upload
11033778,Inactive Investor,Nakia Bynum,,PFS Investments Inc. Parkville MD 8035 Harford Rd,nakiabynum@primerica.com,,Salesforce
11021839,Inactive Investor,Stephen Turnbaugh,,PFS Investments Inc. San Bernardino CA 420 E Hospitality Ln,stephen.turnbaugh@primerica.com,,Salesforce
10866573,Inactive Investor,Abraham Walsh,Financial Advisor,"Ameriprise Financial Services, LLC Winchester VA 817 Cedar Creek Grade",abe.walsh@ampf.com,,Salesforce
9638392,,Isaiah Massey,,,ilmassey@cazinvestments.com,,List import
10763711,Inactive Investor,Edward Fracasso,,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",edward.fracasso@wellsfargoadvisors.com,,Salesforce
9982383,,paul adams,,,padams@georgicainvestments.com,,Web form fillout
9556723,,akbar seyedi,,,es.seyidi@gmail.com,,List import
9553516,,Aron Brown -,,,brownaron44@yahoo.com,,List import
11095037,Inactive Investor,Huaiyu Chen,Chief Compliance Officer;Financial Advisor;Managing Member,MEV Value LLC,,,Salesforce
9569863,,Neal Bradsher,,,neal@broadwoodcapital.com,,List import
11079971,Inactive Investor,Sawyer Zak,,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,sawyer.zak@jpmorgan.com,,Salesforce
11086234,Inactive Investor,Rebecca Jones,,"First Command Brokerage Services, Inc. Silverdale WA 10049 Kitsap Mall Blvd NW",rjones@firstcommand.com,,Salesforce
10858884,Inactive Investor,Brian Johnson,Associate Vice President,Morgan Stanley Portland OR 760 SW 9th Ave,,,Salesforce
11036291,Inactive Investor,Michael Draper,,J.P. Morgan Securities LLC Phoenix AZ 12240 N Tatum Blvd,,,Salesforce
10894564,Inactive Investor,Kenneth South,Financial Advisor,LPL Financial LLC Newport Beach CA 610 Newport Center Dr,ken.south@lpl.com,,Salesforce
10965015,Inactive Investor,Jacob Halberstam,Chief Compliance Officer;Director - Financial Planning,"Equinum, LLC",jhalberstam@equinum.com,,Salesforce
11054041,Inactive Investor,Julie Goodridge,Chief Compliance Officer;Chief Executive Officer;Founder;President,NorthStar Asset Management Inc Jamaica Plain MA 2 Harris Ave,jgoodridge@northstarasset.com,,Salesforce
11060800,Inactive Investor,Samuel Mazuk,,"Advanced Advisor Group, LLC Mount Vernon IA Private Residence",,,Salesforce
11184128,Inactive Investor,Fabio Marques Pereira,,Itau International Securities Inc.,,,Salesforce
11147174,Inactive Investor,Huong Nguyen-Muth,,"Independent Financial Group, LLC San Diego CA 6650 Flanders Dr",,,Salesforce
10892017,Inactive Investor,Jeffrey Calkins,Supervisory Principal,LPL Financial LLC Makawao HI Private Residence,jeffrey.calkins@lpl.com,,Salesforce
9599381,,Matthew Petrella,,,mpetrella11@gmail.com,,List import
11095652,Inactive Investor,Mitzi Thompson,,Money Concepts Capital Corp Melbourne FL 1679 Garden Ave,mthompson@moneyconcepts.com,,Salesforce
11051726,Inactive Investor,Joseph Freund,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,,,Salesforce
10880905,Inactive Investor,Timothy Good,Financial Advisor,LPL Financial LLC Clackamas OR 10121 SE Sunnyside Rd,tim.good@lpl.com,,Salesforce
10915357,Inactive Investor,Charles Fetters,Financial Advisor,"Gateway Wealth Partners, LLC Westbrook CT 1260 Boston Post Rd",,,Salesforce
10753439,Inactive Investor,James Kueper,Financial Advisor,Edward Jones Breese IL 367 N 4th St,james.kueper@edwardjones.com,,Salesforce
10964530,Inactive Investor,Conner Weber,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lakeland FL 100 S Kentucky Ave",conner.weber@ml.com,,Salesforce
10864641,Inactive Investor,David Hajdasz,Owner,Prodeo Financial Services,,,Salesforce
10768740,Inactive Investor,Benjamin Hadley,,NYLIFE Securities LLC South Burlington VT 56 W Twin Oaks Ter,shadley@ft.newyorklife.com,,Salesforce
10761190,Inactive Investor,Melissa Mirabile,Senior Vice President - Wealth Management,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,melissa.mirabile@ubs.com,,Salesforce
10799711,Inactive Investor,Paul Grass,,"R. F. Lafferty & Co., Inc.",pgrass@rflafferty.com,,Salesforce
11082503,Inactive Investor,Ahmad Morrar,,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",ahmad.morrar@prudential.com,,Salesforce
11059398,Inactive Investor,Hannah Szarszewski,Chief Compliance Officer;Financial Planner;Founder,Blue Mountain Financial Planning,hannah@bluemountainfp.com,,Salesforce
11103848,Inactive Investor,Jeffrey Weeks,Chief Compliance Officer;Founding Principal;Managing Member;Portfolio Advisor,"ATX Portfolio Advisors, LLC",jeff.weeks@atxadvisors.com,,Salesforce
11137838,Inactive Investor,Nyna Flowers,Senior Team Leader,Edward Jones Florissant MO Private Residence,,,Salesforce
11096155,Inactive Investor,Brian Loria,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,brian.loria@fidelity.com,,Salesforce
10926547,Inactive Investor,Mitchell Green,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
219452,,Ken Klein,,[Unknown],kennethjacquesklein@gmail.com,,
10778913,Inactive Investor,Peter Ierardi,Senior Vice President - Wealth Management,UBS Financial Services Inc. Wilmington DE 20 Montchanin Rd,peter.ierardi@ubs.com,,Salesforce
11198840,Inactive Investor,Pukar Joshi,Associate Banker,Citigroup Global Markets Inc. San Francisco CA 1 Market St,pukar.joshi@citi.com,,Salesforce
10775382,Inactive Investor,Michael Saraceni,,Citigroup Global Markets Inc.,,,Salesforce
10645830,,David Diehl,,,ddiehl@prairiecap.com,,List Import
10657455,,Jean Kralka,,,jean.kralka@morganstanley.com,,List Import
11084657,Inactive Investor,Richard Gum,Financial Advisor;Senior Vice President,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,richard.gumjr@morganstanley.com,,Salesforce
11098351,Inactive Investor,David Peters,,"P.J. Robb Variable, LLC Madison Heights VA Private Residence",,,Salesforce
11003395,Inactive Investor,Vanessa Keushkerian,,"Sanford C. Bernstein & Co., LLC",,,Salesforce
11105287,Inactive Investor,Robert Hoffman,Associate,Thrivent Investment Management Inc. Medina OH Private Residence,robert.hoffman@thrivent.com,,Salesforce
10833313,Inactive Investor,Eugene Cho,,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",eugene.cho@wellsfargo.com,,Salesforce
10854184,Inactive Investor,Clinton Yarbrough,Investment Specialist,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,clint.yarbrough@edwardjones.com,,Salesforce
185898,,Sree Mallina,,[Unknown],krmallina@gmail.com,,source
11041434,Inactive Investor,Ryan Roche,Financial Advisor,"Raymond James & Associates, Inc. Westlake OH 159 Crocker Park Blvd",ryan.roche@raymondjames.com,,Salesforce
10752534,Inactive Investor,James Leonard,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Raleigh NC 3700 Glenwood Ave,jim.leonard@ubs.com,,Salesforce
10808505,Inactive Investor,Thomas Hopkins,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Paoli PA 24 E Lancaster Ave",tom.hopkins@wellsfargo.com,,Salesforce
10839496,Inactive Investor,Todd Baumgartner,,"Northwestern Mutual Investment Services, LLC Bismarck ND 1022 E Divide Ave",todd.baumgartner@nm.com,,Salesforce
11056408,Inactive Investor,Sarah Rutherford,,Park Avenue Securities LLC,,,Salesforce
10899370,Inactive Investor,Joanne Johnson,,"Synovus Securities, Inc. Port Charlotte FL 1255 Tamiami Trl",joannejohnson@synovus.com,,Salesforce
10616778,,Steven Grutzius,,,steven.grutzius@lpl.com,,List Import
11010102,Inactive Investor,Andrew Winters,,"Wells Fargo Advisors Financial Network, LLC Little Rock AR 1501 N University Ave",,,Salesforce
9618004,,Joon Lee,,,jlee@makairapartners.com,,List import
11062394,Inactive Investor,Michael Brown,Investment Management Consultant;Principal;Treasurer;Vice President,"Birch Cove Group, Ltd.",michael.brown@birchcovegroup.com,,Salesforce
11079797,Inactive Investor,Indu Sharma,Vice President,J.P. Morgan Securities LLC Worcester MA 81 Gold Star Blvd,indu.sharma@jpmorgan.com,,Salesforce
11152201,Inactive Investor,Michael McCormack,,"Raymond James Financial Services, Inc. Burlington VT 346 Shelburne Rd",michael.mccormack@raymondjames.com,,Salesforce
211652,,Walter Zielkowski,Senior accountant,Memx,wzielkowski@memx.com,,Content
10846390,Inactive Investor,Shannon Bray,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,shannon.bray@fmr.com,,Salesforce
200029,,Alex Morton,,[Unknown],alexmorton2000@yahoo.com,,Direct
11085763,Inactive Investor,John Brennan,,NYLIFE Securities LLC Overland Park KS 7101 College Blvd,,,Salesforce
11090937,Inactive Investor,Victor Gomez,Relationship Manager,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,victor.gomez@ubs.com,,Salesforce
11090101,Inactive Investor,Michelle Busch,,"Empower Financial Services, Inc Columbus OH 1212 Summit St",michelle.busch@empower.com,,Salesforce
11104150,Inactive Investor,Kevin Hansen,,J.P. Morgan Securities LLC Coronado CA 1000 Orange Ave,kevin.j.hansen@jpmorgan.com,,Salesforce
11109267,Inactive Investor,Francisco Arcos Jaramillo,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,,,Salesforce
10958473,Inactive Investor,Parker Wells,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",parker.wells@ml.com,,Salesforce
9614380,,g b,,,glennb1@optonline.net,,List import
10897222,Inactive Investor,Christine Pall,Client Relationship Manager,"Ameriprise Financial Services, LLC Winnetka IL 1 Northfield Plz",christine.pall@ampf.com,,Salesforce
11150600,Inactive Investor,Matthew Mcqueen,,Goldman Sachs & Co. Irving TX 125 E John Carpenter Fwy,,,Salesforce
239317,,Jaeguk Lee,,[Unknown],jaegukish@gmail.com,,Direct
9611860,,Edward Bao,,,edwardb@smallwoodwealth.com,,List import
9621892,,Reuven Gilmore,,,rgilmore@bezeqint.net,,List import
11124847,Inactive Investor,Paul Neeman,Financial Advisor,Edward Jones Saint Louis MO 6197 Telegraph Rd,paul.neeman@edwardjones.com,,Salesforce
11161011,Inactive Investor,Daniel Muniz,,J.P. Morgan Securities LLC Glendale CA 1635 W Glenoaks Blvd,daniel.muniz@jpmorgan.com,,Salesforce
10832971,Inactive Investor,Jared Reynolds,Founder;Managing Member;Senior Wealth Advisor,WR Wealth Planners LLC,jared@wrwealth.com,,Salesforce
1653000,,Linda Boyd,,[Unknown],boydlinda7@aol.com,,
10931242,Inactive Investor,Shai Richardson,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,shai.richardson@primerica.com,,Salesforce
10893082,Inactive Investor,Thomas Huddleston,Financial Advisor,"Mutual of Omaha Investor Services, Inc. Glen Allen VA 4870 Sadler Rd",thomas.huddlestonjr@mutualofomaha.com,,Salesforce
11134673,Inactive Investor,Hailey Baker,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,hailey.baker@fidelity.com,,Salesforce
233371,, -,,[[Unknown]],nathan@servetwealth.com,,
10760218,Inactive Investor,Kerry Kearney,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",kerry_kearney@ml.com,,Salesforce
348151,,Thomas Baldwin,Secretary,Fischer Financial Services Inc,tbaldwin@fischerfinancialservices.com,717-233-8901,Manual List Upload
11070501,Inactive Investor,Jeffrey Leavell,Financial Advisor,LPL Financial LLC Gonzales LA Private Residence,scott.leavell@lpl.com,,Salesforce
9591238,,David Cariani,,,david.cariani@rfawealth.com,,List import
10986929,Inactive Investor,Nicholas Thompson,,J.P. Morgan Securities LLC Lompoc CA 1508 N H St,nicholas.thompson@jpmorgan.com,,Salesforce
11021351,Inactive Investor,Leslie Gunawan,Financial Advisor;Managing Director,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,leslie.gunawan@ubs.com,,Salesforce
11043436,Inactive Investor,Brandon Bineau,,"Moneta Group Investment Advisors, LLC Denver CO 200 Columbine St",bbineau@monetagroup.com,,Salesforce
11004966,Inactive Investor,Kyle Weston,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",kyle.weston@raymondjames.com,,Salesforce
10787062,Inactive Investor,Pamela Regel,Financial Advisor,Edward Jones Bradley IL 513 E North St,pamela.regel@edwardjones.com,,Salesforce
11081819,Inactive Investor,David Schaming,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Marlton NJ 7000 Lincoln Dr E",david.schaming@wellsfargoadvisors.com,,Salesforce
9647082,,Trent Spallas,,,tspallas@iconiqcapital.com,,List import
9563688,,Elizabeth Madden,,,elizabeth.madden@suntrust.com,,List import
11074665,Inactive Investor,Michelle Bennett,,"Allstate Financial Services, LLC Jacksonville NC 445 Western Blvd",michellebennett@allstate.com,,Salesforce
10850564,Inactive Investor,Heather Roark,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11009617,Inactive Investor,Jeremy Helmcamp,,"MML Investors Services, LLC Houston TX 3 Greenway Plz",,,Salesforce
11029749,Inactive Investor,John Pettigrew,Investment Executive,"Fifth Third Securities, Inc. Cincinnati OH 2355 Victory Pkwy",chris.pettigrew@53.com,,Salesforce
11110217,Inactive Investor,Jill Henderson,Executive Vice President,"Financial Gravity Family Office Services, LLC Newberry Park CA Private Residence",,,Salesforce
9597558,,Stuart Park,,,stuart.park@parkmiller.com,,List import
10645953,,Christopher Sciortino,,,csciortino@rwbaird.com,,List Import
10870270,Inactive Investor,Tiffany Geyer,,"Wealth Enhancement Brokerage Services, LLC",trosetti@wealthenhancement.com,,Salesforce
10802524,Inactive Investor,Gregory Pfaff,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Brookfield WI 17335 Golf Pkwy,gregory.pfaff@ubs.com,,Salesforce
10619819,,Brian Hextell,,,bhextell@pmanetwork.com,,List Import
10998190,Inactive Investor,Gregory Hoffmann,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
10961496,Inactive Investor,Young Jung,Financial Advisor,Edward Jones Fairfax VA 10560 Main St,young.jung@edwardjones.com,,Salesforce
11170717,Inactive Investor,Joshua Rose,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10889135,Inactive Investor,Joseph Yeager,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
1001364,Inactive Investor,Karin Gantenbein,,Berlinetta Limited,karin.gantenbein@sequent.limited,,
11147261,Inactive Investor,Jessica Campione,Private Client Financial Advisor,"Citizens Securities, Inc. East Wareham MA Rte 6 & 28 Cranberry Hwy",jessica.campione@citizenssecurities.com,,Salesforce
10979571,Inactive Investor,Frank Gomez,Private Client Advisor,J.P. Morgan Securities LLC Cupertino CA 20573 Stevens Creek Blvd,frank.a.gomez@jpmorgan.com,,Salesforce
10957663,Inactive Investor,Grorgeo Frazer,,J.P. Morgan Securities LLC Saint Louis MO 2007 S Lindbergh Blvd,grorgeo.frazer@jpmorgan.com,,Salesforce
11107725,Inactive Investor,Stephanie Frede,Owner,"Haslet Advisors, LLC Los Angeles CA 5670 Wilshire Blvd",,,Salesforce
10871205,Inactive Investor,Alyssa Guerrero,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11030685,Inactive Investor,Mark Brown,,"Packerland Brokerage Services, Inc. Sheboygan WI 601 N 5th St",mark_brown@packerlandbrokerage.com,,Salesforce
11107372,Inactive Investor,Norman Stuart,,"MML Investors Services, LLC Asheville NC 1200 Ridgefield Blvd",nstuart@financialguide.com,,Salesforce
11073089,Inactive Investor,Meredith Bargfrede,Paraplanner,"Osaic Wealth, Inc. Webster City IA 512 2nd St",,,Salesforce
236916,, -,,[[Unknown]],angelobaskaran@mac.com,,
10799573,Inactive Investor,John Wolverton,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Lawton OK 3908 NW Elm Ave",,,Salesforce
10688771,,david goldenberg,,,gzasan@gmail.com,,Web Form Fillout
209795,,John Shepherd,,[Unknown],john.v.shepherd@gmail.com,,Advertising
11129478,Inactive Investor,Stephanie Stotts,,"MML Investors Services, LLC",,,Salesforce
10813245,Inactive Investor,Jeremiah Davis,Branch Manager,Morgan Stanley Columbia SC 1320 Main St,jeremiah.davis@morganstanley.com,,Salesforce
10848704,Inactive Investor,Michael Oneill,Chief Compliance Officer;President,Sage Investment Management,,,Salesforce
9570572,,Laura Wamre,,,laura.wamre@mutualsecurities.com,,List import
242783,,A Bob,Pres,[Unknown],bespoke.adviser.85975266@outlook.com,,Database Upload
11067212,Inactive Investor,Joseph Regan,Registered Client Associate,"Wells Fargo Clearing Services, LLC Portland OR 1300 SW 5th Ave",joseph.regan@wellsfargo.com,,Salesforce
11177603,Inactive Investor,Maria Nardi,Assistant Vice President;Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",maria.e.nardi@ml.com,,Salesforce
236029,, -,,[[Unknown]],angperez786@aol.com,,Organic Search
11158467,Inactive Investor,Michael Solomon,,Kovack Securities Inc. Methuen MA Private Residence,,,Salesforce
10904127,Inactive Investor,Troy Hamilton,,"Principal Securities, Inc.",,,Salesforce
9576664,,Andrew Leneve,"Group Vice President, Vice President",Fisher Investments,a.leneve@fi.com,,List import
11072179,Inactive Investor,Marc Liberman,,Aegis Capital Corp. Dallas TX 5420 Lyndon B Johnson Fwy,,,Salesforce
10611230,,Nicholas Difalco,"Financial Advisor, Managing Director",,nicholas.difalco@ampf.com,,List Import
11152855,Inactive Investor,Cathy Clift,,"Parkland Securities, LLC Bolivar MO 542 S Albany Ave",,,Salesforce
11043142,Inactive Investor,Benjamin Legrand,Operations Manager,Floyd Capital Management,,,Salesforce
11020057,Inactive Investor,Raymond Pride,,Vanguard Marketing Corporation,raymond_pride@vanguard.com,,Salesforce
11041225,Inactive Investor,Mark Redden,,UBS Financial Services Inc. Cincinnati OH 8044 Montgomery Rd,mark.redden@ubs.com,,Salesforce
10756721,Inactive Investor,Jason Winemiller,Financial Advisor,"Wells Fargo Clearing Services, LLC Seattle WA 999 3rd Ave",jason.k.winemiller@wellsfargoadvisors.com,,Salesforce
9578669,,Alex Lloyd,,,alex@acceleratorventures.com,,List import
11066507,Inactive Investor,Jorge Iglesias,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10943762,Inactive Investor,Robert Camp,Financial Advisor,LPL Financial LLC Hoschton GA Private Residence,dave.camp@lpl.com,,Salesforce
9547596,,Stefan Mueller,,,matterhorn@protonmail.com,,List import
11114703,Inactive Investor,Nicola Guerra,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",nick_guerra@ml.com,,Salesforce
10803996,Inactive Investor,Charles Mihalick,Senior Consultant;Senior Vice President;Wealth Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin TX 3700 N Capital of Texas Hwy",charles_mihalick@ml.com,,Salesforce
10753266,Inactive Investor,Jennifer Ludwig,Financial Advisor;Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Albany NY 455 Patroon Creek Blvd",jennifer.connors@rbc.com,,Salesforce
10560864,,Aleksandr Goldvekht,,,agoldvekht@gmail.com,8475309317,Web Form Fillout
11238648,Inactive Investor,Scott Marden,,CIP Capital/Mariners Gate Partners,smarden@cip-capital.com,,Salesforce
208107,,Constantine Sakkis,,[Unknown],csakk@cs.com,,
10873591,Inactive Investor,Edward Oakes,Owner;President,The Oakes Financial Group,,,Salesforce
11116793,Inactive Investor,Steven Nigro,Associate,"MML Investors Services, LLC New York NY 90 Park Ave",,,Salesforce
10770623,Inactive Investor,Clayton Massey,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,clayton.massey@ubs.com,,Salesforce
9578941,,Steven Lippert,,,lippertst@yahoo.com,,List import
9572203,,Sandra Snyder,,,sandra.snyder@securitiesamerica.com,,List import
9633080,,Alex Andriuk,,,ajandriuk@msn.com,,List import
11102719,Inactive Investor,Ysela Madrigal,,J.P. Morgan Securities LLC Stockton CA 510 N El Dorado St,ysela.madrigal@jpmorgan.com,,Salesforce
9610044,,Ivan Achlaqullah,,,ivan9aks2011@gmail.com,,List import
10790355,Inactive Investor,Tyler Cerone,Associate Vice President;Financial Advisor,Morgan Stanley Atlanta GA 5565 Glenridge Connector,tyler.cerone@morganstanley.com,,Salesforce
9549318,,Ahmed Gure,,,gure6613@gmail.com,,List import
11016309,Inactive Investor,Nina Ruffalo,,Cetera Advisors LLC Orange CA 333 S Anita Dr,,,Salesforce
11189210,Inactive Investor,Debra Weigand,,J.P. Morgan Securities LLC Oakland Gardens NY 21516 73rd Ave,debra.a.weigand@chase.com,,Salesforce
10903235,Inactive Investor,Curtis Hill,Investment Advisor,"Portfolio Medics, LLC Los Angeles CA 1223 Roxbury Dr",,,Salesforce
11123988,Inactive Investor,Michael Gracz,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_gracz@vanguard.com,,Salesforce
11030910,Inactive Investor,Caleb Snider,,"Osaic Institutions, Inc. Staunton VA 1030 Richmond Ave",,,Salesforce
11229686,Inactive Investor,Katie Speckman,,"Northwestern Mutual Investment Services, LLC Indianapolis IN 600 E 96th St",katie.speckman@nm.com,,Salesforce
11149996,Inactive Investor,Marianne Zawacki,Financial Advisor,LPL Financial LLC Groton MA Private Residence,marianne.zawacki@lpl.com,,Salesforce
9608356,,Tom Forester,,,ichi_4353@yahoo.co.jp,,List import
2966048,,Junior Cambron,,,juniorcambron9@gmail.com,,
10872876,Inactive Investor,Sharon Goeckner,Financial Advisor,LPL Financial LLC Effingham IL 2001 S Banker St,sharon.goeckner@lpl.com,,Salesforce
9576808,,Michael Roush,,,michael.roush@53.com,,List import
10952536,Inactive Investor,Oliver Semeth,,Fidelity Brokerage Services LLC,,,Salesforce
11229932,Inactive Investor,Agata Fedorowicz,,"Northwestern Mutual Investment Services, LLC Cleveland OH 950 Main Ave",,,Salesforce
10905577,Inactive Investor,Dennis Higuchi,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",dhiguchi@royalaa.com,,Salesforce
11069635,Inactive Investor,Ricardo Correa,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,ricardo.correa@leerink.com,,Salesforce
11090450,Inactive Investor,Kenneth Bennett,,"American Portfolios Financial Services, Inc. Florham Park NJ 3 Knapp Ave",kbennett@americanportfolios.com,,Salesforce
11055194,Inactive Investor,William Sirota,,Fidelity Brokerage Services LLC Burlington MA 44 Mall Rd,mitchell.sirota@fmr.com,,Salesforce
11059307,Inactive Investor,Tricia Williams,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",tricia.williams@usbank.com,,Salesforce
11151279,Inactive Investor,Lewis Schwartz,Financial Advisor,Edward Jones Idabel OK 1911 E Washington St,lewis.schwartz@edwardjones.com,,Salesforce
9610721,,MICHAEL SULLIVAN,,,michael.sullivan12@comcast.net,,List import
11051239,Inactive Investor,Bradley Hooks,,J.P. Morgan Securities LLC Houston TX 712 Main St,bradley.hooks@jpmorgan.com,,Salesforce
10941714,Inactive Investor,Jodi Gillette,,Thrivent Investment Management Inc. Rochester MN 975 34th Ave NW,jodi.gillette@thrivent.com,,Salesforce
11124883,Inactive Investor,Amer Mistry,Financial Advisor,Edward Jones San Diego CA 2143 Poinsettia Dr,kali.mistry@edwardjones.com,,Salesforce
10779404,Inactive Investor,Christopher Weissing,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 2301 SE Monterey Rd",ctodd_weissing@ml.com,,Salesforce
9601911,,Elaine Chg,,,miemie.cg@gmail.com,,List import
11146929,Inactive Investor,Kari Hooper-Jones,,State Farm VP Management Corp. Missoula MT 1018 Burlington Ave,kari.hooper-jones.uyl8@statefarm.com,,Salesforce
10886024,Inactive Investor,Christina De Soto,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,,,Salesforce
10770394,Inactive Investor,Nathan Underwood,Financial Advisor,Morgan Stanley Seattle WA 601 Union St,nathan.underwood@morganstanley.com,,Salesforce
11190660,Inactive Investor,Charles Anderson,Managing Director;Senior Resident Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miamisburg OH 10100 Innovation Dr",,,Salesforce
10912256,Inactive Investor,Scott Anderson,Financial Consultant,"Ameriprise Financial Services, LLC Jackson MI 301 N Jackson St",,,Salesforce
11063869,Inactive Investor,Megan Gately,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10618589,,Christopher Pfaff,,,christopher.pfaff@ubs.com,,List Import
11066160,Inactive Investor,Robert Barry,,"Avantax Investment Services, Inc. Corvallis OR 2334 NW Professional Dr",,,Salesforce
123223,,Erin Jones,"VP, Finance and Operations",Community Foundation of Sarasota County,ejones@carsoninstitutional.com, +1 941 556 7144,
10937279,Inactive Investor,Cory Libis,,"Osaic Wealth, Inc. Omaha NE 14545 W Center Rd",,,Salesforce
10937473,Inactive Investor,Shawn Stults,,"Raymond James Financial Services, Inc. Lubbock TX 3405 22nd St",shawn.stults@raymondjames.com,,Salesforce
10811123,Inactive Investor,Diane Medeiros,,PFS Investments Inc. Houston TX 9634 Huffmeister Rd,diane.medeiros@primerica.com,,Salesforce
11121119,Inactive Investor,Shoug Mayson,,"Spartan Capital Securities, LLC",,,Salesforce
10760526,Inactive Investor,Joseph Deitch,Chairman;Founder,Commonwealth Financial Network,jdeitch@commonwealth.com,,Salesforce
10914115,Inactive Investor,Charles Stafford,,"Axiom Capital Management, Inc.",cstafford@axiomcapital.com,,Salesforce
10818814,Inactive Investor,Joshua Folsom,,Fidelity Brokerage Services LLC Parker CO 8785 N Awl Rd,joshua.folsom@fidelity.com,,Salesforce
10487284,,Samantha Perez,Client Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",samantha_r.perez@ml.com,,List Import
10920494,Inactive Investor,Carl Edwards,,"Cambridge Investment Research, Inc. Franklin NC 93 Church St",,,Salesforce
11158079,Inactive Investor,Mark Trimble,Vice President,Stephens,mtrimble@stephens.com,,Salesforce
149613,,Cortne Edmonds,,[Unknown],cde5gtown@gmail.com,,Webinar
11082824,Inactive Investor,Melanie McKenna,,"D. B. McKenna & Co., Inc.",melanie.mckenna@dbmckenna.com,,Salesforce
10919283,Inactive Investor,Peter Kemos,Financial Advisor,LPL Financial LLC Oakland ME 46 First Park Dr,peter.kemos@lpl.com,,Salesforce
342823,,Steven Fage,,[Unknown],steven.fage@bluecrestcapital.com,,
10951899,Inactive Investor,Melissa Froehlich,,Cetera Advisor Networks LLC Norfolk NE 314 N 5th St,,,Salesforce
9595949,,Daniel Bellama,,,dbellama98@outlook.com,,List import
10950461,Inactive Investor,John Scheidler,Financial Professional,"MML Investors Services, LLC Apple Valley MN Private Residence",jscheidler@financialguide.com,,Salesforce
11144848,Inactive Investor,Matthew Crane,,Edward Jones Bath ME 1 Front St,matt.crane@edwardjones.com,,Salesforce
11222713,,Ibrahim Abboud,,,ibrahim.abboud@wellsfargoadvisors.com,,List Import
11183035,Inactive Investor,Xiaoying Yu,,"U.S. Bancorp Investments, Inc. Boise ID 1515 S Orchard St",xiaoying.yu@usbank.com,,Salesforce
11007629,Inactive Investor,George Leisure,,NYLIFE Securities LLC Vienna VA 8075 Leesburg Pike,gleisure@ft.newyorklife.com,,Salesforce
11040318,Inactive Investor,Frederick Mischler,Financial Advisor,LPL Financial LLC Oklahoma City OK 14604 Bogert Pkwy,frederick.mischler@lpl.com,,Salesforce
10836838,Inactive Investor,Patrick Barry,Managing Partner;Member,"Barry Investment Advisors, LLC",pat@barryia.com,,Salesforce
10950221,Inactive Investor,Michael Kessling,Financial Advisor;Financial Planner;Partner,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",,,Salesforce
11216993,,Arun Singh,,,asingh@nb.com,,Other
9582176,,Kurt Hilger,,,khilger@nationalsecurities.com,,List import
11195894,Inactive Investor,George Swindasz,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
10425658,,Uzair Amjed,,,uk233944@gmail.com,,Web Form Fillout
10844526,Inactive Investor,Elisabeth Larson,Financial Advisor,Edward Jones Amherst NH 292 State Rte 101,elisabeth.larson@edwardjones.com,,Salesforce
11041368,Inactive Investor,Darby Maley,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,darby.maley@fmr.com,,Salesforce
11053420,Inactive Investor,Prince Adjobiah,Investment Advisor,Fisher Investments,,,Salesforce
10944977,Inactive Investor,Sierra Marty,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10974588,Inactive Investor,Abel Santibanez,Director - Investments,"Mason & Associates, Inc.",asantibanez@masonlifeplanning.com,,Salesforce
10946039,Inactive Investor,Megan Benner,Chief Compliance Officer;Client Service Specialist;Director - Client Services,"Source Financial Advisors, LLC",mbenner@sourcefa.com,,Salesforce
11196916,Inactive Investor,Jennifer Medley,,LPL Financial LLC San Diego CA 4707 Executive Dr,jennifer.medley@lpl.com,,Salesforce
11021878,Inactive Investor,Marlin Priddy,,PFS Investments Inc. Mansfield TX 2421 Callender Rd,marlin.priddy@primerica.com,,Salesforce
10957178,Inactive Investor,Jeffrey Maillet,,Avant-Garde Trading Securities,,,Salesforce
10614266,,Edward Collins,Financial Advisor,,edward.collins@wellsfargoadvisors.com,,List Import
11019159,Inactive Investor,Wilson Adubasim,Relationship Banker,J.P. Morgan Securities LLC Denville NJ 57 Diamond Spring Rd,wilson.adubasim@chase.com,,Salesforce
10860024,Inactive Investor,Henry Dalberto,,"American Financial Associates, Inc.",,,Salesforce
10884329,Inactive Investor,Karen-Joy Raulli,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11055909,Inactive Investor,Zhi Li,Chief Compliance Officer;Owner,Twelve Two Capital LLC,,,Salesforce
334528,,Jeff Kweder,Partner,Shepherd Financial Investment Advisory Llc,jkweder@shepherdins.com,317-975-5033,Manual List Upload
10808764,Inactive Investor,Andrew Wilson,Premier Banker,"Wells Fargo Clearing Services, LLC Minneapolis MN 600 S 4th St",andrewwilson@wellsfargoadvisors.com,,Salesforce
10615253,,Christopher Willson,"Financial Advisor, Portfolio Manager, Senior Vice President, Senior Vice President - Wealth Management",,christopher.willson@morganstanley.com,,List Import
11187846,Inactive Investor,Timothy Germain,Financial Advisor,Edward Jones Farmington CT 314 Main St,timothy.germain@edwardjones.com,,Salesforce
10771389,Inactive Investor,Nicholas Dawit,Executive Financial Services Director;Portfolio Management Director;Senior Vice President,Morgan Stanley Philadelphia PA 1650 Market St,nicholas.dawit@morganstanley.com,,Salesforce
10813721,Inactive Investor,Peter Ritten,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 1200 Abernathy Rd,peter.ritten@ubs.com,,Salesforce
10877305,Inactive Investor,Jeremy Chapman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10868021,Inactive Investor,Denise Dombach,,State Farm VP Management Corp. Mechanicsburg PA 325 Manor Dr,denise.dombach.qm5e@statefarm.com,,Salesforce
9622189,,Michael Buckley,,,mbuck51@comcast.net,,List import
219363,,Vick Banjarjian,,[Unknown],vickbanjarjian@yahoo.com,,
10790425,Inactive Investor,Deborah Richin,Financial Advisor;First Vice President;Senior Portfolio Manager,UBS Financial Services Inc. Paramus NJ 61 S Paramus Rd,deborah.richin@ubs.com,,Salesforce
11173605,Inactive Investor,Eric Zimmerman,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 900 Wilshire Dr",eric.j.zimmerman@ampf.com,,Salesforce
67752,,Gregory Roe,Financial Consultant,Thrivent Investment Management Inc.,gregory.roe@thrivent.com,651-385-0155,
10938185,Inactive Investor,Christopher Wallace,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",christopher.wallace@nm.com,,Salesforce
11202263,Inactive Investor,Michael Allen,,San Blas Securities LLC,michael.allen@sanblassecurities.com,,Salesforce
10898569,Inactive Investor,Astrid Blazek,,Cary Street Partners Fredericksburg VA 1000 Winchester St,astrid.blazek@carystreetpartners.com,,Salesforce
9633866,,Alex Fuks,,,afuks@edfmancapital.com,,List import
11233690,Inactive Investor,Brian Dineen,,Fidelity Brokerage Services LLC Stamford CT 869 Washington Blvd,brian.dineen@fidelity.com,,Salesforce
10942923,Inactive Investor,Bertrand Neptune,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,,,Salesforce
11127827,Inactive Investor,Sean Ryan,Financial Advisor,"Ameriprise Financial Services, LLC Marlton NJ 525 Rte 73 N",sean.ryan@ampf.com,,Salesforce
11178143,Inactive Investor,George Walloff,Financial Advisor,"Wells Fargo Clearing Services, LLC Doylestown PA 2005 S Easton Rd",george.walloff@wellsfargoadvisors.com,,Salesforce
246010,,Not Provided,Partner,VOX Global,sfabens@voxglobal.com,,Manual List Upload
10834553,Inactive Investor,Elias Kuhns,Client Relationship Associate,William Blair,ekuhns@williamblair.com,,Salesforce
342363,,Chris Harris,Senior Wealth Advisor,Hawkins Wealth Management,chrish@hawkinswealth.com,319-626-3580,Manual List Upload
11032361,Inactive Investor,Kimberly Tinsley,,"Raymond James Financial Services, Inc. Williamsburg VA 5216 Monticello Ave",kim.tinsley@raymondjames.com,,Salesforce
10908432,Inactive Investor,Ryan Johnson,,LPL Financial LLC Fargo ND 5680 23rd Ave S,ryan.s.johnson@lpl.com,,Salesforce
11124523,Inactive Investor,John Croisant,,"Allstate Financial Services, LLC Tulsa OK 1776 S Utica Ave",,,Salesforce
223744,,Michael? Gourley,,[Unknown],mickgo@hotmail.com,,source
9637014,,Frank Donnelly,,,fdonnelly@dpimc.com,,List import
10830426,Inactive Investor,Lorely Turcios,Financial Advisor,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,lorely.turcios@morganstanley.com,,Salesforce
223699,,Richard Stanton,,[Unknown],richard@healthyhumanlife.com,,Organic Search
10932099,Inactive Investor,Danny Valenzuela,,AW Securities,,,Salesforce
10873438,Inactive Investor,Laura Feltner,,State Farm VP Management Corp. Hazard KY 117 Corporate Dr,laura.feltner.m5ue@statefarm.com,,Salesforce
166900,,Zack Radetzky,,[Unknown],zradetzky@gmail.com,,Other
10908695,Inactive Investor,Michael Reynolds,Chief Compliance Officer;Managing Member;Managing Partner,"Hedgeo Capital Advisors, LLC Lakewood Ranch FL 10930 State Road 70 E",,,Salesforce
10801816,Inactive Investor,Walter Tullos,,"Raymond James & Associates, Inc. Birmingham AL 2900 Hwy 280 S",walter.tullos@raymondjames.com,,Salesforce
11076960,Inactive Investor,Torey Rauch,,PNC Investments Crawfordsville IN 101 W Main St,torey.rauch@pnc.com,,Salesforce
11130512,Inactive Investor,Sherri Mcneill,,MWA Financial Services Inc. Robbins NC 100 N Middleton St,sherri.mcneill@modern-woodmen.org,,Salesforce
10980791,Inactive Investor,Lei Zhang,Chief Compliance Officer;Chief Executive Officer;Chief Financial Officer;Chief Operating Officer,Palm Springs Advisory LLC,,,Salesforce
10965294,Inactive Investor,Joseph Lepore,Financial Advisor,"Calton & Associates, Inc.",,,Salesforce
230890,, -,,[[Unknown]],daniel.gregoric@individa-partnerji.si,,Organic Search
10827951,Inactive Investor,Karl Kalkofen,,Hilltop Securities Inc. Houston TX 700 Milam St,karl.kalkofen@hilltopsecurities.com,,Salesforce
10863761,Inactive Investor,Mary Flanigan,,"Kestra Investment Services, LLC Boston MA 125 High St",,,Salesforce
10876607,Inactive Investor,Daniel Moreno Ferreira,,Goldman Sachs & Co.,,,Salesforce
11197971,Inactive Investor,Daniel Sackman,Financial Advisor,LPL Financial LLC Waukegan IL 37164 N Green Bay Rd,dan.sackman@lpl.com,,Salesforce
10819810,Inactive Investor,James Rogers,Financial Advisor,"Wells Fargo Clearing Services, LLC Saint Paul MN 4400 Hwy 61 N",james.m.rogers@wellsfargo.com,,Salesforce
9608917,,James Witcom,,,admin@grayscale.co,,List import
9602640,,francois sarr,,,farasanghol@yahoo.fr,,List import
10974240,Inactive Investor,Syeedah Smith,,"Transamerica Financial Advisors, Inc Piscataway NJ 200 Centennial Ave",syeedah.smith@tfaconnect.com,,Salesforce
9639613,,Gordon Smith,,,gordon.smith@killik.com,,List import
11023789,Inactive Investor,Clifton Eley,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,clifton.eley.mgcm@statefarm.com,,Salesforce
11061557,Inactive Investor,William Zimmerman,Vice President,"Osaic Wealth, Inc.",,,Salesforce
50651,,Marc Henn,"Chief Compliance Officer, Founder, Owner, President, Regulatory Contact","Harvest Financial Advisors, LLC",marc.henn@harvestadvisor.com,513-779-3030,
10854196,Inactive Investor,Ashley Irizarry,,"Raymond James Financial Services, Inc. New Bern NC 315 Metcalf St",ashley.martin@raymondjames.com,,Salesforce
11231963,Inactive Investor,Kyle Nicholson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
9600995,,Jeffrey Mata,,,jmata@flputnam.com,,List import
9641291,,Paul Butterfield,,,paul.butterfield49@gmail.com,,List import
9623738,,JT Minogue,,,mingouejt@gmail.com,,List import
11067398,Inactive Investor,Kathleen Banse,,State Farm VP Management Corp. Bulverde TX 33200 US Hwy 281 N,,,Salesforce
10795175,Inactive Investor,Christopher Jackson,Financial Advisor;Managing Director - Investments;Portfolio Manager;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Tacoma WA 1201 Pacific Ave",christopher.l.jackson@wellsfargo.com,,Salesforce
9647834,,kelly ye,,,kelly@coindesk-indices.com,,List import
10834955,Inactive Investor,Thomas Breneisen,Financial Advisor,Edward Jones Montoursville PA 364 Broad St,tom.breneisen@edwardjones.com,,Salesforce
11142613,Inactive Investor,Bryson Spangler,,"First Command Brokerage Services, Inc. Newport News VA 11827 Canon Blvd",,,Salesforce
9544748,,Ming Xue Lee,,,leemingxue@gmail.com,,List import
11218980,,Steven Bajema,,,steven.bajema@ceterafs.com,,Other
11118231,Inactive Investor,Matthew Matherly,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Englewood CO 5251 DTC Pkwy",matt.matherly@rbc.com,,Salesforce
10432153,,[Unknown],,,popcon7050@gmail.com,,Web Form Fillout
9541604,,Franck Gendron,,,franckgendron@aol.com,,List import
10760183,Inactive Investor,William Reickert,Chief Compliance Officer;Managing Member,"Independent Family Office, LLC",,,Salesforce
10944864,Inactive Investor,William Lyall,Financial Advisor,Public Safety Financial/Galloway,bill@galloway911.com,,Salesforce
11219506,,Kenneth Van Leeuwen,,,kenneth.vanleeuwen@lpl.com,,Other
9602856,,Dena Hudgins,,,dena.gallagher@advocateinvesting.com,,List import
11236695,Inactive Investor,Michael Lederer,Director - Investments,Quantum Portfolio Management San Francisco CA Private Residence,,,Salesforce
210880,,Anton Shtylman,,[Unknown],eivooprdxcq698uvcge1@feedly.email,,Direct
11153288,Inactive Investor,Gustavo Corte,Financial Advisor;First Vice President;Vice President,"RBC Capital Markets, LLC Tucson AZ 3430 E Sunrise Dr",gustavo.corte@rbc.com,,Salesforce
9466611,,Leonard Liang,,Leonard Liang,leonardliangmd@gmail.com,,3rd Party Lead Gen
9576418,,RICHARD OMALLEY,,,matt@theomalleyfamily.net,,List import
11034302,Inactive Investor,Michael Wade,,"Osaic FA, Inc. Louisville OH Private Residence",,,Salesforce
9551665,,Isidora Lagos,,,ilagos@williamblair.com,,List import
5996782,,da lei,,,dalgleishhumberto34@gmail.com,,Web Form Fillout
5984727,,James K Frink Smith,,,jamide4720@cnxcoin.com,,Web Form Fillout
11120152,Inactive Investor,Richard Radloff,Financial Advisor;Investment Manager,"Ameriprise Financial Services, LLC Madison WI 2501 W Beltline Hwy",richard.t.radloff@ampf.com,,Salesforce
11155949,Inactive Investor,Steven Pottieger,Vice President,Connors Investor Services Inc,spottieger@connorsinvestor.com,,Salesforce
11089786,Inactive Investor,Sandra Goodstein,Managing Director;Principal;Senior Financial Advisor,Wescott Financial Advisory Group LLC,sgoodstein@wescott.com,,Salesforce
10919440,Inactive Investor,Jonathan Schneider,,"Cambridge Investment Research, Inc. Mahopac NY 824 Rte 6",,,Salesforce
10890144,Inactive Investor,Jennifer Elders,Project Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kingsport TN 7 Sheridan Sq",jennifer.elders@ml.com,,Salesforce
11105941,Inactive Investor,Randall Long,Founder;Managing Principal,"Sageview Advisory Group, LLC",rlong@sageviewadvisory.com,,Salesforce
10834691,Inactive Investor,Randall Trahan,Vice President - Wealth Management,"Raymond James & Associates, Inc. Rochester NY 100 Meridian Centre Blvd",randall.trahan@raymondjames.com,,Salesforce
10776198,Inactive Investor,Abhishek Paliwal,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 345 Park Ave",abhishek.paliwal@ml.com,,Salesforce
10855914,Inactive Investor,Nathaniel Blair,Financial Advisor,"Ameriprise Financial Services, LLC North Canton OH 8710 Cleveland Ave NW",nathaniel.b.blair@ampf.com,,Salesforce
9607435,,Edward O'Connor,,,toconnor@cooke-bieler.com,,List import
9550919,,Frederick Simon,,,fsimon@wexford.com,,List import
11059500,Inactive Investor,Randy Martin,Vice President,PFS Investments Inc. Turner ME 1071 Auburn Rd,randy.martin@primerica.com,,Salesforce
11201629,Inactive Investor,Delise Rion,,Edward Jones O Fallon MO 512 Villa Piazza Ct,,,Salesforce
10837983,Inactive Investor,Alex Chalekian,Chief Executive Officer;Founder;Managing Member;Regulatory Contact,Wealthtech Partners LLC,alex@wealthtechpartners.com,,Salesforce
10996244,Inactive Investor,Sandra Steele,,"U.S. Bancorp Investments, Inc. Iowa City IA 204 E Washington St",sandra.steele1@usbank.com,,Salesforce
10977149,Inactive Investor,Masayuki Nakayama,,"Transamerica Financial Advisors, Inc West Covina CA 2934 E Garvey Ave S",masayuki.nakayama@tfaconnect.com,,Salesforce
5360663,,sok nam,,,dqhnynsazmseqdh@karenkey.com,,Web Form Fillout
10918160,Inactive Investor,John Miller,,"Prudential Annuities Distributors, Inc Alpharetta GA Private Residence",jd.miller@prudential.com,,Salesforce
9548383,,Mark Lemoine,,,haitiancbd@gmail.com,,List import
9604057,,JOSHUA A. SCHEFFEY,,,josh.scheffey@gmail.com,,List import
9572706,,Mauricio Rodriguez,,,morodgs37@gmail.com,,List import
10806027,Inactive Investor,Angelika Lipow,,Fidelity Brokerage Services LLC Monterey CA 553 Munras Ave,angelika.lipow@fmr.com,,Salesforce
11084314,Inactive Investor,Rachel Kim,,"Kestra Investment Services, LLC Richardson TX 2600 N Central Expy",,,Salesforce
10978879,Inactive Investor,Evan Guinn,,Fidelity Brokerage Services LLC Raleigh NC 4509 Creedmoor Rd,,,Salesforce
10804393,Inactive Investor,Ross Siegel,Private Wealth Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,ross.siegel@ubs.com,,Salesforce
10844050,Inactive Investor,Paul Williams,Investment Advisor,"WRWCO, LLC",paul.williams@wrwcollc.com,,Salesforce
7044545,,fgfh ferf,,,fetep81099@terkoer.com,,Web Form Fillout
9625228,,Vincent Kennedy Omulo,,,kenbusina@gmail.com,,List import
9630603,,Brandon Brown,,,brandonorisbrown99@gmail.com,,List import
10612015,,Thomas Graf,"Financial Advisor, Vice President - Wealth Management",,thomas.graf@raymondjames.com,,List Import
11220856,,Laura Baker,,,laura.baker@waverly-advisors.com,,List Import
9635972,,John Jarrett,,,jjarrett@fivepointscapital.com,,List import
10902583,Inactive Investor,William Vancleave,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",william.vancleave@schwab.com,,Salesforce
11168084,Inactive Investor,Dean Hoeger,Relationship Manager,UBS Financial Services Inc. Boston MA 1 Post Office Sq,,,Salesforce
11021840,Inactive Investor,Andrew Sheeter,,"MML Investors Services, LLC Winter Garden FL 360 W Plant St",asheeter@financialguide.com,,Salesforce
11034872,Inactive Investor,Gregory Patterson,,"Allstate Financial Services, LLC Seaford NY 3832 Sunrise Hwy",gregorypatterson@allstate.com,,Salesforce
9639020,,Margaret Pasquarella,,,mpasquarella@1919ic.com,,List import
11136621,Inactive Investor,Jamie Mannarelli,,"Northwestern Mutual Investment Services, LLC Oak Brook IL 2015 Spring Rd",jamie.mannarelli@nm.com,,Salesforce
337551,,Jeffrey Johnson,"Managing Partner, Director",Vr Advisory Services Ltd.,jjohnson@vr-capital.com, -712319,Manual List Upload
11048854,Inactive Investor,Maura Gill,Portfolio Associate,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,maura.ferry@morganstanley.com,,Salesforce
10832802,Inactive Investor,Charles Densmore,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",charles.h.densmore@ml.com,,Salesforce
11019194,Inactive Investor,Emily De La Cruz Martinez,,J.P. Morgan Securities LLC Bronx NY 4780 3rd Ave,emily.de-la-cruz-martinez@jpmorgan.com,,Salesforce
335583,,Mark Melvin,Shareholder,Bermuda Investment Advisory Services Limited,mmelvin@bias.bm,441-292-4292,Manual List Upload
9628090,,Beckham Jenkins,,,gazumps@hotmail.com,,List import
11137428,Inactive Investor,Megan Scolaro,,UBS Financial Services Inc. Boston MA 1 Post Office Sq,megan.scolaro@ubs.com,,Salesforce
237369,, -,,[[Unknown]],v.osypa@gmail.com,,
10019871,,John Mark Padayao,,,johnmarkpadayao94@gmail.com, +639519220177,Web form fillout
11260240,Inactive Investor,Albert Alexander,,B. Riley Wealth Management,,,Salesforce
11111746,Inactive Investor,Jodi Benedict,,"Allstate Financial Services, LLC",jodi.wilson@allstate.com,,Salesforce
11035887,Inactive Investor,Heather Gottlich,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Encino CA 16830 Ventura Blvd",heather.gottlich@ml.com,,Salesforce
11059475,Inactive Investor,Warren Young,,PFS Investments Inc. Eatontown NJ 620 Tinton Ave,warren.young@primerica.com,,Salesforce
10802055,Inactive Investor,James Kurz,Financial Advisor,Edward Jones Maryville MO 2412 S Main St,jr.kurz@edwardjones.com,,Salesforce
10942809,Inactive Investor,Denise Holland,,LPL Financial LLC Grants Pass OR 204 NW E St,denise.holland@lpl.com,,Salesforce
10905541,Inactive Investor,Claudia Mott,Principal,Epona Financial Solutions Millington NJ 91 Meadowview Rd,claudia@eponafs.com,,Salesforce
10823286,Inactive Investor,Moshe Cysner,,"American Portfolios Financial Services, Inc. Harrison NY 105 Calvert St",mcysner@americanportfolios.com,,Salesforce
10916480,Inactive Investor,Deepal Jhaveri,Chief Investment Officer;Member;President,SJ Capital Management LLC,,,Salesforce
10773355,Inactive Investor,David Smith,Managing Director,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,david.b.smith@ubs.com,,Salesforce
11141262,Inactive Investor,James Hower,,"Ameritas Investment Company, LLC Glen Mills PA 18 Regency Plz",jhower@ameritas.com,,Salesforce
10775574,Inactive Investor,Addam Piazza,,Goldman Sachs & Co. Deerfield IL 540 Lake Cook Rd,,,Salesforce
10877730,Inactive Investor,Lara Hovsepian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated North Bergen NJ 7311 River Rd",lara.hovsepian@ml.com,,Salesforce
9545671,,Martin Johnson,,,martin.johnson@lfg.com,,List import
10913401,Inactive Investor,Garry Hill,,"Cambridge Investment Research, Inc. Birmingham AL 100 Centerview Dr",ghjr@cambridgesecure.com,,Salesforce
9562107,,Sterling Chipman,,,sterlingchipman@gmail.com,,List import
10494069,,Patrick Young,,BNY,Patrick.Young@bnymellon.com,,List import
10900319,Inactive Investor,Sharyn Smith,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,sharynsmith@statefarm.com,,Salesforce
9637532,,James Burritt,,,james.burritt@pacificlife.com,,List import
10899335,Inactive Investor,Peter Walker,Chief Financial Officer,Money Manager Review/World Capital Management,,,Salesforce
9620415,,Liyun Niu,,,liyun.niu@gmail.com,,List import
10933295,Inactive Investor,Marie Sho,,Citigroup Global Markets Inc.,marie.sho@citigroup.com,,Salesforce
166815,,Michael Baier,,[Unknown],mikebaier2@gmail.com,,
9550321,,Aaron Baldwin,,,sutter22001@yahoo.com,,List import
11092038,Inactive Investor,Timothy Johnston,,"Osaic Wealth, Inc. Carmel IN 571 Monon Blvd",,,Salesforce
10425466,,Alyssa Altman,,,alyssa.altman0203@gmail.com,,Web Form Fillout
10871140,Inactive Investor,Sophia Weisberg,,"Mesirow Financial, Inc. Highland Park IL 610 Central Ave",sweisberg@mesirowfinancial.com,,Salesforce
11119648,Inactive Investor,Pamela Pearson,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9550928,,Anthony Chiasson,,,chiasson123@gmail.com,,List import
11016713,Inactive Investor,Kelly Weiser,,"Farmers Financial Solutions, LLC Oxnard CA 4310 Tradewinds Dr",,,Salesforce
10836512,Inactive Investor,Carl Grove,Financial Advisor,Edward Jones Roanoke VA 2115 Crystal Spring Ave SW,,,Salesforce
11024116,Inactive Investor,Shelly Gonsoulin,,NYLIFE Securities LLC Shreveport LA 405 Ashley Ridge Blvd,skgonsoulin@ft.newyorklife.com,,Salesforce
349676,,Joshua Goldin,Member,"Alliance Consumer Growth, Llc",jgoldin@acginvestors.com,212-940-9630,Manual List Upload
9553310,,Robert Young,,,ryoung@financialengines.com,,List import
348250,,David Idso,Advisor,Interactive Financial Advisors,didso@swcares.com,630-472-1300,Manual List Upload
11117143,Inactive Investor,Wanda Archer,Regional Vice President,PFS Investments Inc. Denver CO 3333 S Wadsworth Blvd,wanda.archer@primerica.com,,Salesforce
9635493,,Ryan Rassin,,,rrassin@lbccredit.com,,List import
11063649,Inactive Investor,August Wossner,Regional Supervisory Director,"MML Investors Services, LLC",awossner@massmutual.com,,Salesforce
335741,,Eric Jones,,Creative Planning,eric.jones@thinkingbeyond.com,913-338-2727,
11107378,Inactive Investor,James Chesser,Financial Representative,"MML Investors Services, LLC Champaign IL 701 Devonshire Dr",,,Salesforce
10619965,,Timothy Woods,,,twoods@systmwealth.com,,List Import
11148972,Inactive Investor,Tyler Johnson,Branch Manager,"Wells Fargo Advisors Financial Network, LLC Fargo ND 406 Main Avenue 250",,,Salesforce
11119854,Inactive Investor,Gary Fouts,,"Concurrent Investment Advisors, LLC Murfreesboro TN 625 S Church St",gary@poweredbyconcurrent.com,,Salesforce
11186524,Inactive Investor,Angelica Campos,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10992874,Inactive Investor,Megan Kirk,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,megan.kirk@jpmorgan.com,,Salesforce
9604236,,santiago Campos Nava,,,santiago100101@gmail.com,,List import
11075244,Inactive Investor,Francis Cerovac,Branch Manager;Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Daytona Beach FL 1 Daytona Blvd",chip.cerovac@ampf.com,,Salesforce
9549203,,Daniel Newhall,,,dan@perigonwealth.com,,List import
11189304,Inactive Investor,John Stewart,Financial Advisor,LPL Financial LLC Baton Rouge LA 4208 Bluebonnet Blvd,john.d.stewart@lpl.com,,Salesforce
9554202,,lepolionrose2@gmail.com rose,,,lepolionrose2@gmail.com,,List import
10859257,Inactive Investor,Charles Winfrey,,Brookstone Capital Management LLC Brentwood TN 783 Old Hickory Blvd,,,Salesforce
9619112,,Benjamin Inker,,,ben.inker@gmo.com,,List import
11089788,Inactive Investor,Menachem Lerman,Advisor;Investment Advisor Representative,"Equinum, LLC",mlerman@equinum.com,,Salesforce
10913516,Inactive Investor,Christopher Urso,,"CUSO Financial Services, L.P. Manchester NJ Private Residence",c.urso@cusonet.com,,Salesforce
235085,, -,,[[Unknown]],krisjslk350@yahoo.com,,Organic Search
341666,,Ryan Phalen,Director,Ironwood Capital Advisors Iii Llc,phalen@ironwoodcap.com,860-409-2100,Manual List Upload
9590223,,Eric Snyder,,,esnyder@whiteoaksf.com,,List import
10887231,Inactive Investor,David Killian,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,"Birch Run Investments, LLC",,,Salesforce
225870,,Blue -,Private Investor,Blue Thunder,bluethunderprojects@gmail.com,,Initial Salesforce Import
10865197,Inactive Investor,Frangel Martinez,,LPL Financial LLC Brooklyn NY 161 Brighton 11th St,frangel.martinez@lpl.com,,Salesforce
10834899,Inactive Investor,James O'Connor,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1780 Hughes Landing Blvd",james_oconnor@ml.com,,Salesforce
10860076,Inactive Investor,Daniel Turnmeyer,Financial Services Professional,"MML Investors Services, LLC Bettendorf IA 2550 Middle Rd",dlturnmeyer@financialguide.com,,Salesforce
9586518,,Beau Theisen,,,beautheisen@gmail.com,,List import
10494133,,Joe Cordasco,Sales & Trading,Jane Street,jcordasco@janestreet.com,,List Import
11002137,Inactive Investor,Ryan Russo,,"VALIC Financial Advisors, Inc. Roseville CA 2901 Douglas Blvd",,,Salesforce
11171306,Inactive Investor,Marion Mitchenor,,J.P. Morgan Securities LLC Wayne MI 35011 W Michigan Ave,marion.j.mitchenorjr@chase.com,,Salesforce
10903237,Inactive Investor,Souheil Chalhoub,Financial Advisor,"Citizens Securities, Inc. Cleveland OH 789 Som Center Rd",sol.chalhoub@citizenssecurities.com,,Salesforce
11020719,Inactive Investor,James Whitson,,Emerson Equity LLC Santa Barbara CA 55 Hitchcock Way,jwhitson@emersonequity.com,,Salesforce
11181596,Inactive Investor,Dustin Newell,,"Osaic Wealth, Inc.",,,Salesforce
11209733,Inactive Investor,Stephen Malick,,Fidelity Brokerage Services LLC Roslyn NY 1075 Northern Blvd,steve.malick@fmr.com,,Salesforce
10809438,Inactive Investor,Richard Gallos,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Charlotte NC 6000 Fairview Rd",r.gallos@wellsfargoadvisors.com,,Salesforce
10779677,Inactive Investor,Jeffrey Tupper,Private Client Manager;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 300 Broadhollow Rd",jeffrey.k.tupper@bofa.com,,Salesforce
154356,,Andrey Ogurtsov,,[Unknown],a.ogurcov@mail.ru,,
10753721,Inactive Investor,Robert Schmidt,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",r.schmidt@ml.com,,Salesforce
10900370,Inactive Investor,David Ottley,,"Farmers Financial Solutions, LLC Jackson WY 1325 S Hwy 89",,,Salesforce
351664,,Cheryl Cunningham,"Senior Trust, Portfolio Associate","Cornerstone Management, Inc.",cheryl@cornerstonemgt.net,770-449-7799,Manual List Upload
10778118,Inactive Investor,Jennifer Klonowski,,Morgan Stanley Oak Brook IL 2211 York Rd,jennifer.klonowski@morganstanley.com,,Salesforce
10890499,Inactive Investor,William Wojtusiak,,"American Capital Partners, LLC",,,Salesforce
10839119,Inactive Investor,Philip McDonald,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Birmingham AL 301 Summit Blvd",philip.mcdonald@wellsfargo.com,,Salesforce
9624932,,Park Theme,,,park.theme10@gmail.com,,List import
11075763,Inactive Investor,Elisabeth Sorensen,,Oppenheimer & Co. Inc. San Francisco CA 580 California St,elisabeth.sorensen@opco.com,,Salesforce
10880424,Inactive Investor,Fernando Martinez,,J.P. Morgan Securities LLC Fort Lauderdale FL 720 E Broward Blvd,fernando.martinez@jpmorgan.com,,Salesforce
10788143,Inactive Investor,Benjamin Okin,,Goldman Sachs & Co.,benjamin.okin@gs.com,,Salesforce
11176230,Inactive Investor,Ryan Henderson,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Germantown TN 7926 Wolf River Blvd",ryan.henderson@schwab.com,,Salesforce
10786725,Inactive Investor,Keaton Hunter,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
224078,,Simon Severino,,[Unknown],severino@strategysprints.com,,Direct
338945,,Marc Roberts,Research Analyst,"Fenimore Asset Management, Inc.",mroberts@famfunds.com,518-234-4393,Manual List Upload
10918217,Inactive Investor,Joshua Golston,Financial Advisor,Edward Jones Wilsonville OR 29765 SW Town Center Loop W,josh.golston@edwardjones.com,,Salesforce
10957892,Inactive Investor,Lee Legleiter,Chief Legal Officer,"Rocky Mountain Advisers, LLC",,,Salesforce
10784944,Inactive Investor,Joanna Schroeder,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,joanna.schroeder@fidelity.com,,Salesforce
120702,,Christina Ulsby,Senior Wealth Management Associate,"Boulay Financial Advisors, LLC",culsby@boulaygroup.com,952-841-2994,
11097634,Inactive Investor,Antonio Alvarez,,"Avantax Investment Services, Inc. Santa Ana CA 640 N Tustin Ave",,,Salesforce
11058535,Inactive Investor,John Lung,Financial Advisor,"Ameriprise Financial Services, LLC Toledo OH 6060 Renaissance Pl",john.r.lung@ampf.com,,Salesforce
10999962,Inactive Investor,John Ryan Planas,,Cassady Wealth & Retirement Planning L.L.C. Las Vegas NV 10799 W Twain Ave,jr@cassadywealth.com,,Salesforce
234392,, -,,[[Unknown]],ndjudge@msn.com,,
10860048,Inactive Investor,Eric Wenger,,"Allstate Financial Services, LLC Excelsior MN 21350 Hwy 7",ewenger@allstate.com,,Salesforce
11138649,Inactive Investor,Craig Shensa,Investment Advisor Representative;Principal,LPL Financial LLC Pittsburgh PA 420 Fort Duquesne Blvd,craig.shensa@lpl.com,,Salesforce
10813064,Inactive Investor,Michael Lipscomb,Financial Advisor,"Ameriprise Financial Services, LLC Orlando FL 5401 S Kirkman Rd",michael.lipscomb@ampf.com,,Salesforce
9638883,,Heather Shepardson,,,hshepardson@carilionclinic.org,,List import
10793070,Inactive Investor,Laura Radue,Client Service Associate;Senior Client Associate,UBS Financial Services Inc. Billings MT 401 N 31st St,laura.a.emard@ubs.com,,Salesforce
10976559,Inactive Investor,Michael Theesfeld,Vice President;Wealth Advisor,Corient New York NY 101 Park Ave,michael.theesfeld@corient.com,,Salesforce
11190381,Inactive Investor,Doug Horne,Financial Associate;Financial Consultant,Thrivent Investment Management Inc. Lansing IL 3546 Ridge Rd,doug.horne@thrivent.com,,Salesforce
197129,,robert brosnan,,[Unknown],rbrosnan@atmc.net,,Direct
11173426,Inactive Investor,Garrett Adamson,,"Northwestern Mutual Investment Services, LLC Dallas TX 5420 Lyndon B Johnson Fwy",,,Salesforce
10804871,Inactive Investor,Patrick Buchanan,,State Farm VP Management Corp. Hailey ID 831 N Main St,patrick.buchanan.rfse@statefarm.com,,Salesforce
10939425,Inactive Investor,Patricia Muha,,"Wells Fargo Advisors Financial Network, LLC Cedar Knolls NJ 210 Malapardis Rd",,,Salesforce
10908231,Inactive Investor,Stephen Hague,,LPL Financial LLC Newport Beach CA 4685 Macarthur Ct,stephen.hague@lpl.com,,Salesforce
9581992,,Robbie Kennerson,,,robbie@rlkadvisorygroup.com,,List import
11058222,Inactive Investor,William Stephens,Financial Planner,"Osaic Wealth, Inc. Germantown TN 9053 Stone Walk Pl",,,Salesforce
10869689,Inactive Investor,Clarice Couey,Private Wealth Advisor,"Osaic FA, Inc. Oxnard CA 300 E Esplanade Dr",clarice.couey@lfg.com,,Salesforce
11119677,Inactive Investor,John Barrett,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9557702,,Adam Solano,,,asolano@massmutual.com,,List import
11183887,Inactive Investor,Kathleen Hogan,Financial Advisor,"Wells Fargo Clearing Services, LLC Rancho Palos Verdes CA 500 Silver Spur Rd",kathleen.hogan@wellsfargoadvisors.com,,Salesforce
11007635,Inactive Investor,William Hernandez,,LPL Financial LLC Linthicum Heights MD 971 Corporate Blvd,william.hernandez@lpl.com,,Salesforce
11221811,,Christa Kunick,,,ckunick@caprock.com,,List Import
877,,,,,rvalidityseeds@xs4all.nl,,
10959649,Inactive Investor,Mckay Bischoff,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9595674,,Steven Marcus,,,steven.marcus@raymondjames.ca,,List import
9555736,,Vance Gray,,,vgray@vancegray.com,,List import
9578260,,Ben Andersen,,,bkkben@gmail.com,,List import
11135263,Inactive Investor,John Schmidt,,"U.S. Bancorp Investments, Inc. Anoka MN 129 W Main St",,,Salesforce
11175634,Inactive Investor,Ilene Zwick,Financial Advisor,Morgan Stanley Wayzata MN 445 Lake St E,ilene.zwick@morganstanley.com,,Salesforce
10614604,,Jonathan Chu,"Financial Advisor, Portfolio Manager, Senior Vice President",,jonathan.chu@morganstanley.com,,List Import
11027846,Inactive Investor,Prakash Shahani,Relationship Advisor,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,prakash.shahani@us.hsbc.com,,Salesforce
10941129,Inactive Investor,Christopher Dorman,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10809633,Inactive Investor,Jack Riley,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Warren NJ 184 Liberty Corner Rd,jack.riley@ubs.com,,Salesforce
217597,,Alex C Ramires,,[Unknown],acramires1@gmail.com,,Direct
11239103,,Israel O'Malley,,,iomalley@impactgroup.us,,Salesforce
10510570,,Marcin Zdunek,Assistant Portfolio Manager and Fixed Income Head Trader,F/M Financial,mzdunek@fwacceleration.com,,List Import
11005043,Inactive Investor,Jazmin Soriano,,"Wells Fargo Clearing Services, LLC Oakland CA 151 40th St",,,Salesforce
11005550,Inactive Investor,Kathryn Nierras,,J.P. Morgan Securities LLC Chicago IL 401 N Clark St,kathryn.nierras@chase.com,,Salesforce
10947629,Inactive Investor,Gregory Quist,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
9626482,,Ali Asefi,,,mostafa@gmail.com,,List import
9585784,,John Moynihan,,,john@diversifiedfa.com,,List import
10938754,Inactive Investor,Jeffrey Jackman,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",jeffrey.jackman@nm.com,,Salesforce
11185773,Inactive Investor,Mary Beth Aldrich,,"Empower Financial Services, Inc Saint Charles MO Private Residence",mary-beth.aldrich@empower.com,,Salesforce
9603675,,Adem Albayrak,,,adem_curuk@hotmail.com,,List import
10878294,Inactive Investor,Patrick Rush,Senior Vice President,OneDigital Investment Advisors Greensboro NC 3623 N Elm St,patrick.rush@onedigital.com,,Salesforce
9576643,,Danielle Sherwood,,,danielle.sherwood15@gmail.com,,List import
10917172,Inactive Investor,Javier Briceno,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,javier.briceno@opco.com,,Salesforce
10844862,Inactive Investor,Dwight Lee,Partner;Portfolio Manager,"Gagnon Securities, LLC",dwight@gagnonsec.com,,Salesforce
11055200,Inactive Investor,Shelley Norris,,L.M. Kohn & Company Saginaw MI 4800 Fashion Square Blvd,,,Salesforce
11163361,Inactive Investor,James Bergen,,"American Independent Securities Group, LLC Ogden UT 4973 Partridge Way",james@americanisg.com,,Salesforce
9625969,,Ashutosh Lawaniya,,,ashutosh535310@gmail.com,,List import
10956965,Inactive Investor,David Raap,,J.P. Morgan Securities LLC Oak Brook IL 2122 W 22nd St,david.raap@jpmorgan.com,,Salesforce
10876146,Inactive Investor,William Clark,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
231488,, -,,[[Unknown]],davidktam@gmail.com,,Event
10754086,Inactive Investor,Jenny Jones,Financial Advisor,Morgan Stanley New Orleans LA 1100 Poydras St,jenny.j.jones@morganstanley.com,,Salesforce
11151815,Inactive Investor,Charles Cope,,"Raymond James Financial Services, Inc. Kailua Kona HI 75-5660 Kopiko St",kaimalu.cope@raymondjames.com,,Salesforce
11016704,Inactive Investor,Kimberly Bell,,State Farm VP Management Corp. Greensboro NC 2216 W Meadowview Rd,kimberly.bell.vab7vo@statefarm.com,,Salesforce
11019132,Inactive Investor,Cameron Davidson,,J.P. Morgan Securities LLC Saint Petersburg FL 927 4th St N,cameron.davidson@jpmorgan.com,,Salesforce
10851668,Inactive Investor,Jeffrey Chadwell,,PFS Investments Inc. Ormond Beach FL 595 W Granada Blvd,jeffrey.chadwell@primerica.com,,Salesforce
10802507,Inactive Investor,Peter Eberhart,Chief Compliance Officer;Managing Director,"Henry H. Armstrong Associates, Inc.",peter@henryarmstrong.com,,Salesforce
9582931,,Roland Stoever,,,rstoever@stoeverglass.com,,List import
11044729,Inactive Investor,Anthony Sgroi,,"MML Investors Services, LLC Syracuse NY 125 E Jefferson St",,,Salesforce
10950050,Inactive Investor,Kevin Taylor,,PFS Investments Inc. Detroit MI 23800 Grand River Ave,kevin.taylor@primerica.com,,Salesforce
9553134,,Carlos Vasquez,,,vasquez.carlos@principal.com,,List import
11097901,Inactive Investor,Davidson Hunter,Investment Analyst,Hamilton Capital,deh@hamiltoncapital.com,,Salesforce
10859718,Inactive Investor,John MacKimm,Member;Senior Partner,Everest Financial Group,jmackimm@everestfg.us,,Salesforce
11123222,Inactive Investor,Dustin Ferreiro,,"First Command Brokerage Services, Inc. San Diego CA 2650 Camino del Rio N",dsferreiro@firstcommand.com,,Salesforce
10615998,,Claudia Turek,,,claudia.turek@lpl.com,,List Import
9597390,,Hannah Miller,,,hannah@theinformation.com,,List import
204897,,Ben Coplin,,[Unknown],bcoplin@me.com,,
10915017,Inactive Investor,James Reynolds,Senior Vice President,"Raymond James & Associates, Inc. Worcester MA 1 Mercantile St",jim.reynolds@raymondjames.com,,Salesforce
341869,,Richard Blair,Director,"Shepherd Kaplan Krochuk, Llc",rblair@sk-llc.com,617-896-1600,Manual List Upload
10893113,Inactive Investor,Deborah Wright,,"First Citizens Investor Services, Inc. Goldsboro NC 2600 Medical Office Pl",deborah.wright@firstcitizens.com,,Salesforce
10939048,Inactive Investor,Clinton Brown,,PFS Investments Inc. Southfield MI 29566 Northwestern Hwy,clinton.brown@primerica.com,,Salesforce
10850671,Inactive Investor,Loc Nguyen,,J.P. Morgan Securities LLC Hickory Hills IL 9540 S Roberts Rd,loc.nguyen@jpmorgan.com,,Salesforce
10934721,Inactive Investor,Stacy Sabin,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
223160,,"Keith E Ouellette, Chfc, Clu Researcher-Author",Financial Data Analyst and Author,Kouell Financial,kouell1@comcast.net,,
162655,,Alex Martínez Montes,,Alex MartÃ­nez Montes,amontes8731@gmail.com,,
11083505,Inactive Investor,Kimberly Flores,,J.P. Morgan Securities LLC El Paso TX 7598 N Mesa St,kimberly.flores@jpmorgan.com,,Salesforce
10792932,Inactive Investor,George Hebert,,"Charles Schwab & Co., Inc. Sacramento CA 525 Fulton Ave",,,Salesforce
1001827,Inactive Investor,Michael Johnson,Corporate Development & Real Estate Analyst,Bram Auto Group,mjohnson@bramautogroup.com, +1 201 255 1200,
9545148,,Adam Ratner,,,adam.ratner@cnb.com,,List import
11113053,Inactive Investor,Todd Sajauskas,Assistant Vice President;Director - Investments;Financial Planning Specialist,Morgan Stanley Baltimore MD 1201 Wills St,todd.sajauskas@morganstanley.com,,Salesforce
242910,,Horst Bennin,ManagingPartner,InnoCP,hb@innocp.net,,Manual List Upload
174308,,Bostjan Zigon,,[Unknown],bzigon@gmail.com,,
11051137,Inactive Investor,Danielle Campbell,,J.P. Morgan Securities LLC Phoenix AZ 34630 N North Valley Pkwy,danielle.campbell@jpmorgan.com,,Salesforce
10891587,Inactive Investor,Terry Linza,,"Farmers Financial Solutions, LLC Fresno CA 426 W Shaw Ave",,,Salesforce
10861150,Inactive Investor,George Blais,,"American Portfolios Financial Services, Inc. Daphne AL 9078 Merritt Ln",,,Salesforce
9549711,,Eric Gallie,,,egallie@luminusmgmt.com,,List import
10982027,Inactive Investor,Carol Cho,Financial Advisor,IRC Wealth Jersey City NJ Private Residence,carol@ircwealth.com,,Salesforce
10850814,Inactive Investor,John Regan,Chief Investment Officer;General Partner;Managing Partner;Regulatory Contact,PermCap Investment Office,jr@permcap.com,,Salesforce
206113,,Beng Yip,,[Unknown],realspacepanda@gmail.com,,Content
10893553,Inactive Investor,Aditya Shah,,Goldman Sachs & Co.,,,Salesforce
10656754,,Olivia Solomon,,,olivia.piazza@fmr.com,,List Import
9578263,,matt letrader,,,matt.letrader@gmail.com,,List import
11160652,Inactive Investor,Nicholas Sposa,Partner;Wealth Manager,"Kingsview Wealth Management, LLC Falls Church VA 2941 Fairview Park Dr",nsposa@kingsview.com,,Salesforce
10804579,Inactive Investor,Robert Tollett,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",robert.tollett@ml.com,,Salesforce
10993398,Inactive Investor,Eric Belew,Financial Advisor,Brogan Financial,ericb@broganfinancial.com,,Salesforce
10695763,,RAFAEL PINA,,XP International,rafael.vpo05@gmail.com,,List Import
11022169,Inactive Investor,Sean Moran,,Key Investment Services LLC Delmar NY 370 Delaware Ave,sean.moran@key.com,,Salesforce
11132504,Inactive Investor,Patrick Illies,Chief Compliance Officer;President,Twin Cities Retirement Group,patrick@twincitiesretirementgroup.com,,Salesforce
9600473,,Barry Boniface,,,bboniface@msouth.com,,List import
10924928,Inactive Investor,Todd Divin,,PFS Investments Inc. College Station TX 6750 Victoria Ave,tdivin@primerica.com,,Salesforce
11067281,Inactive Investor,Jessica Newman,Financial Advisor;Financial Planning Specialist;Portfolio Manager,Morgan Stanley San Francisco CA 555 California St,jessica.newman1@morganstanley.com,,Salesforce
107072,,Jake Verschoor,,BCWS,jake.verschoor@gmail.com,(778) 586-8766,Organic Search
11007466,Inactive Investor,Jennifer Nay,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11102031,Inactive Investor,Gavin Boespflug,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11111523,Inactive Investor,Mark Evans,,"Northwestern Mutual Investment Services, LLC Sacramento CA 1425 River Park Dr",,,Salesforce
10611977,,Jonathan Knox,Financial Advisor,,jjknox@htk.com,,List Import
11131024,Inactive Investor,Dane Miller,Investment Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",dane.miller@ml.com,,Salesforce
10616534,,Malcolm Todd,,,malcolm.todd@primerica.com,,List Import
11204997,Inactive Investor,Josephine Baychuk,,"Fifth Third Securities, Inc. Charlotte NC 11206 Providence Rd W",josephine.baychuk@53.com,,Salesforce
1001034,Inactive Investor,David Curling,"Executive Director, Chairman & Shareholder",Prestige,david.curling@prestigeassetmanagement.co.uk, +44 (0)20 3178 4055,3rd Party Lead Gen
10954444,Inactive Investor,Layton Harris,,"Northwestern Mutual Investment Services, LLC Springfield MO 909 E Republic Rd",layton.harris@nm.com,,Salesforce
11085090,Inactive Investor,David Sharp,Chief Compliance Officer;President,G & C Financial Advisors,,,Salesforce
11222491,,Desmond Djekovic,,,ddjekovic@firstrepublic.com,,List Import
10978632,Inactive Investor,Kiri Pullan,,NYLIFE Securities LLC Sandy UT 150 W Civic Center Dr,kpullan@eaglestrategies.com,,Salesforce
11011575,Inactive Investor,Cecil Redmon,,"First Command Brokerage Services, Inc. Shalimar FL 1120 N Eglin Pkwy",ceredmon@firstcommand.com,,Salesforce
10835025,Inactive Investor,Alexander Flagg,Managing Member;Principal;Regulatory Contact,"Sentry Advisors, LLC",alex@sentryadv.com,,Salesforce
11220377,,Alex Timmermann,,,atimmermann@monetagroup.com,,Other
10779138,Inactive Investor,Mark Strube,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Carlisle PA 604 E High St",mark.strube@wellsfargo.com,,Salesforce
10830051,Inactive Investor,Sandra Hellstedt,Financial Advisor,"Ameriprise Financial Services, LLC Mokena IL 11632 Parkside Ln",sandra.j.hellstedt@ampf.com,,Salesforce
9553798,,Mehul Derodra,,,mdfintech@gmail.com,,List import
10894664,Inactive Investor,Edward Duch,Chief Legal Officer;Corporate Secretary;Regulatory Contact;Vice President,"MML Investors Services, LLC",educh@massmutual.com,,Salesforce
11117915,Inactive Investor,Laura Leslie,,"Osaic Wealth, Inc. Tulsa OK 1516 S Boston Ave",,,Salesforce
10854960,Inactive Investor,Ginger Christmas,,SECU Brokerage Services Butner NC 411 Central Ave,ginger.christmas@ncsecu.org,,Salesforce
9559971,,Ning Wong,,,ningwong@yahoo.com,,List import
10606749,,Catherine Fellows,Business Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",catfellows9@gmail.com,212-764-0694,List Import
11179746,Inactive Investor,Daniel Hager,,"Northwestern Mutual Investment Services, LLC Rochester MN 201 23rd Ave SW",dan.hager@nm.com,,Salesforce
10757478,Inactive Investor,Sharon Juang,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Cupertino CA Private Residence,sharon.juang@ubs.com,,Salesforce
10975241,Inactive Investor,Richard Blatt,,PFS Investments Inc. Massapequa NY 898 N Broadway,rblatt@primerica.com,,Salesforce
11172597,Inactive Investor,Elijah Goerner,,Fidelity Brokerage Services LLC Vineland NJ Private Residence,elijah.goerner@fmr.com,,Salesforce
11017818,Inactive Investor,Gabriel Flugrad,Financial Advisor,"Ameriprise Financial Services, LLC Westbrook CT 1587 Boston Post Rd",gabriel.flugrad@ampf.com,,Salesforce
9618303,,Michael Durante,,,mdurante@blackwallpartners.com,,List import
11048336,Inactive Investor,Forde McWilliams,,"Principal Securities, Inc. Houston TX 1200 Post Oak Blvd",mcwilliams.forde@principal.com,,Salesforce
10947859,Inactive Investor,Danielle Dahn,Financial Advisor;Member,Savant Wealth Management Naperville IL 1730 Park St,ddahn@savantwealth.com,,Salesforce
10932636,Inactive Investor,Don Panigall,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,,,Salesforce
11021993,Inactive Investor,Santanna Pacheco,,J.P. Morgan Securities LLC Denver CO 100 Detroit St,santanna.pacheco@jpmorgan.com,,Salesforce
9623498,,Rosemary Crisan,,,rose.crisan@yahoo.com,,List import
10948913,Inactive Investor,Stephen Groves,Specialist,"Charles Schwab & Co., Inc. Edwardsville IL 1001 Century Dr",,,Salesforce
10695795,,Brendan Butler,,Federated Hermes,brendan.butler@federatedhermes.com,,List Import
10812900,Inactive Investor,Wiley Gardner,Financial Advisor;Senior Vice President - Investments,"Raymond James & Associates, Inc. Mandeville LA 1540 W Causeway Approach",wiley.gardner@raymondjames.com,,Salesforce
10802323,Inactive Investor,Benjamin Horn,Financial Advisor;Financial Planner;Senior Vice President,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,benjamin.horn@morganstanley.com,,Salesforce
9596253,,Stephanie Bryan,,,sbryan@hightoweradvisors.com,,List import
11233208,Inactive Investor,Colby Keller,,J.P. Morgan Securities LLC Fort Worth TX 600 Bailey Ave,,,Salesforce
11110392,Inactive Investor,Steven Busch,Founder;Owner;President,"Everglades Resources, Inc. Fort Lauderdale FL 940 Renmar Dr",,,Salesforce
9576403,,Andy Cheema,,,a100.cheema@gmail.com,,List import
10785072,Inactive Investor,Eric Reinholz,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Tulsa OK 2100 S Utica Ave",reinholze@stifel.com,,Salesforce
10921691,Inactive Investor,Maura Tomm,,Goldman Sachs & Co.,,,Salesforce
11236359,Inactive Investor,Brett Lemke,Investment Advisor,Fisher Investments,,,Salesforce
86450,,Edward Sotak,,United States,ed_sotak@yahoo.com,,Organic Search
10921305,Inactive Investor,Christina Taylor,Client Service Manager,"Ameriprise Financial Services, LLC University Heights OH Private Residence",christina.taylor@ampf.com,,Salesforce
11173984,Inactive Investor,Michael Lawson,Regional Vice President,"Ameriprise Financial Services, LLC",michael.e.lawson@ampf.com,,Salesforce
11032718,Inactive Investor,Ronald Pinckard,,"Cambridge Investment Research, Inc. Austin TX 6012 W William Cannon Dr",,,Salesforce
11039544,Inactive Investor,Neil Cooper,Financial Advisor;Managing Director - Investments,"Wells Fargo Clearing Services, LLC Deerfield IL 500 Lake Cook Rd",neil.cooper@wellsfargoadvisors.com,,Salesforce
10831344,Inactive Investor,Brandon Tate,,PFS Investments Inc. Lees Summit MO 200 NE Missouri Rd,brandon.tate@primerica.com,,Salesforce
10957902,Inactive Investor,Divya Harwani,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11024096,Inactive Investor,Jovana Jean-Baptiste,,PFS Investments Inc. Boynton Beach FL 2240 W Woolbright Rd,jjean-baptiste@primerica.com,,Salesforce
10819997,Inactive Investor,Frederick Hoey,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Exton PA 224 Valley Creek Blvd",f_hoey@ml.com,,Salesforce
9642017,,Grant Ter-Avanesyan,,,grant@grantprivate.com,,List import
10874338,Inactive Investor,Heather Ringuet,Client On-Boarding Specialist,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,heather.root@ubs.com,,Salesforce
9640811,,Leslie Wilkonson,,,leslie.wilkonson@lpl.com,,List import
11183121,Inactive Investor,William Freiwald,,"Allstate Financial Services, LLC Westchester IL 10526 W Cermak Rd",,,Salesforce
10889575,Inactive Investor,Meghan Conlin,,Cetera Advisor Networks LLC Avon CT 10 Avon Meadow Ln,,,Salesforce
9562796,,Ethan Adams,,,eadams@brookstonefinancial.com,,List import
10930461,Inactive Investor,Kevin Miller,Chief Compliance Officer;Chief Executive Officer;President;Regulatory Contact,"TruNorth Capital Management, LLC",kevin@trunorthcapital.com,,Salesforce
333295,,Mike Kiceluk,,Cape Cod Five,mkiceluk@capecodfive.com,,Manual List Upload
9615070,,Heather Dale,,,heather.dale.hk@gmail.com,,List import
10945005,Inactive Investor,Amalie Harnes,,Citigroup Global Markets Inc. San Francisco CA 1 Market St,,,Salesforce
11194167,Inactive Investor,Gina Duryea,,"Osaic Wealth, Inc. Evergreen CO 1377 Killington Ct",,,Salesforce
10874851,Inactive Investor,Nicholas Skvara,,Morgan Stanley Knoxville TN 1111 N Northshore Dr,,,Salesforce
9567211,,Claire Toth,,,ctoth@ptview.com,,List import
41986,,Nithin Reddy,,United States,nreddy21@gmail.com,,
11083422,Inactive Investor,Mark Kelly,,Lincoln Investment Cleveland OH 9703 Brookpark Rd,,,Salesforce
10779788,Inactive Investor,Jonathan Klausner,Executive Director;Financial Advisor,Morgan Stanley Indianapolis IN 800 E 96th St,jonathan.klausner@morganstanley.com,,Salesforce
10810421,Inactive Investor,Christy Hunter,,PFS Investments Inc. Houston TX 4500 S Wayside Dr,christy.hunter@primerica.com,,Salesforce
10616775,,E Schroeder,,,gerry_schroeder@ml.com,,List Import
11138586,Inactive Investor,Jonathan Rase,Advisory Representative,"Osaic FS, Inc. Lexington KY 3217 Summit Square Pl",,,Salesforce
11131299,Inactive Investor,Abigail Wrinkle,Financial Advisor,"Northwestern Mutual Investment Services, LLC Paducah KY 5050 Village Square Dr",abigail.powell@nm.com,,Salesforce
11254485,Inactive Investor,Joseph Grant,Relationship Banker,"Wells Fargo Clearing Services, LLC Huntsville AL 2525 Memorial Pkwy NW",,,Salesforce
10962249,Inactive Investor,Aadya Ahuja,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11232363,Inactive Investor,Gerald Whyte,,"Avantax Investment Services, Inc. Rancho Cucamonga CA 10370 Commerce Center Dr",,,Salesforce
10789342,Inactive Investor,Michelle Elliott,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,michelle.elliott@fmr.com,,Salesforce
9580774,,Ryan McKean,,,rmckean@massmutual.com,,List import
11168827,Inactive Investor,Neelam Jain,,"World Investments, Inc. Farmingdale NJ Private Residence",,,Salesforce
11160918,Inactive Investor,Issa Karadsheh,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cedar Rapids IA 1065 Sierra Ct NE",issa.s.karadsheh@ml.com,,Salesforce
344352,,Tammy Dunaye,,[Unknown],tammy@istartupventures.com,,Event
11191046,Inactive Investor,Meng Xiao,Relationship Manager,HSBC Securities (USA) Inc. New Hyde Park NY 1572 Union Tpke,,,Salesforce
10952772,Inactive Investor,Rhonda Fenner,,Innovation Partners LLC,rfenner@innovationpartnersllc.com,,Salesforce
7289656,,Reza Sanei,,,hamidreza.saneipour@gmail.com,,Web form fillout
10828544,Inactive Investor,John Vitt,,"Equity Services, Inc. Wilmette IL 3330 Old Glenview Rd",vitt_john@nlvmail.com,,Salesforce
9589528,,Osei Kyei Bonsu,,,bosei3399@gmail.com,,List import
343608,,Chris Pontello,Investment Analyst,Mainstreet Advisors,cpontello@mainstreetadv.com,312-223-0270,Manual List Upload
10805721,Inactive Investor,Gregory Matzelle,,"Raymond James Financial Services, Inc. Garden City NY 100 Quentin Roosevelt Blvd",greg.matzelle@raymondjames.com,,Salesforce
9607843,,Isaiah Jones,,,edmr345@gmail.com,,List import
10764447,Inactive Investor,Penny Deeb,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 1 Citizens Plz",penny.deeb@ml.com,,Salesforce
11142954,Inactive Investor,Mark Badalamenti,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 13510 Ballantyne Corporate Pl",mark.badalamenti@ml.com,,Salesforce
11238164,Inactive Investor,Jeffrey Ramsey,,"Howard Financial Services, Ltd.",jeff.ramsey@hfs-wm.com,,Salesforce
11109808,Inactive Investor,Rod Glisic,Senior Consultant,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Peoria AZ 14100 N 83rd Ave",rod.glisic@ml.com,,Salesforce
10937239,Inactive Investor,Jason Lillmars,,"Avantax Investment Services, Inc. Muskegon MI 800 E Ellis Rd",,,Salesforce
11007891,Inactive Investor,Shemiah English,,J.P. Morgan Securities LLC Atlanta GA 4241 Roswell Rd NE,shemiah.english@chase.com,,Salesforce
11061985,Inactive Investor,Eric Kanter,,Thames Financial Management,,,Salesforce
11066871,Inactive Investor,Courtney Hogan,Resident Director;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Manasquan NJ 2504 Hwy 35",courtney.hogan@ml.com,,Salesforce
10937320,Inactive Investor,Erik Anhaus,,"BEAM Wealth Advisors, Inc. Mableton GA Private Residence",,,Salesforce
11126355,Inactive Investor,Christopher Jauch,Client Advisor,Crescent Grove Advisors,cjauch@crescentgroveadvisors.com,,Salesforce
9588761,,Doug Rivelli,,,drivelli@abelnoser.com,,List import
9595035,,Kevin Allman,,,k.allman@themathergroup.com,,List import
10964501,Inactive Investor,Hector Pachuca Lara,,"Wells Fargo Clearing Services, LLC San Jose CA 3331 San Felipe Rd",hector.pachuca@wellsfargo.com,,Salesforce
10968020,Inactive Investor,Roneka Taylor,,PFS Investments Inc. Artesia CA 18732 Corby Ave,roneka.taylor@primerica.com,,Salesforce
11168188,Inactive Investor,Melony Parker,Financial Advisor,"Wells Fargo Clearing Services, LLC Troy MI 880 W Long Lake Rd",melony.parker@wellsfargoadvisors.com,,Salesforce
127582,,Gregory Hall,"Managing Director, Client Advisory Team",Tolleson Private Wealth Management,ghall@tollesonwealth.com,214-252-3250,Manual List Upload
9612364,,Andrew Corral,,,acorral@intrinsicedge.com,,List import
11178640,Inactive Investor,Eduardo Ramirez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",eduardo.ramirez@schwab.com,,Salesforce
9600812,,Lowell Lyon,,,lowell.lyon@mayfloweradvisors.com,,List import
11070886,Inactive Investor,Adam Rein,Chief Executive Officer;Chief Investment Officer;Co-Founder,CapShift Advisors,arein@capshift.com,,Salesforce
10902662,Inactive Investor,Guoli Rothbaum,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",gloria.rothbaum@ml.com,,Salesforce
11180742,Inactive Investor,Crystal Christian,,"Transamerica Financial Advisors, Inc Portland OR 7421 SW Bridgeport Rd",crystal.christian@tfaconnect.com,,Salesforce
11090195,Inactive Investor,Frank Pare,Founder;Managing Partner;President,"PF Wealth Management Group, LLC",frank@pfwealthgroup.com,,Salesforce
11121503,Inactive Investor,Nathan Rumely,Financial Advisor,Robert W. Baird & Co. Incorporated Mishawaka IN 4220 Edison Lakes Pkwy,nrumely@rwbaird.com,,Salesforce
9626015,,John Bauer,,,johnstripesmb@outlook.com,,List import
9626759,,David dar,,,dave.rugby10@yahoo.ca,,List import
10923094,Inactive Investor,Tyler Pollard,,Fidelity Brokerage Services LLC West Chester OH Private Residence,,,Salesforce
11176670,Inactive Investor,Nicholas Warren,Advisor,"Moneta Group Investment Advisors, LLC",nwarren@monetagroup.com,,Salesforce
185520,,Jennifer Weir,,"Hightower Advisors, Llc",jweir@hightoweradvisors.com,,
9607976,,Anna Carter,,,annakate667@icloud.com,,List import
10891707,Inactive Investor,Brian Chew,,"Hornor, Townsend & Kent, LLC Fairhope AL 384 Fairhope Ave",bchew@htk.com,,Salesforce
11128084,Inactive Investor,Brian Zimms,Financial Advisor,LPL Financial LLC Jupiter FL 140 Intracoastal Pointe Dr,brian.zimms@lpl.com,,Salesforce
11022571,Inactive Investor,Erik Wellman,Financial Advisor;Managing Director - Investments;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",erik.c.wellman@wellsfargo.com,,Salesforce
10817494,Inactive Investor,Walter Hardwick,Financial Advisor,Edward Jones Eldorado IL 1416 Locust St,walt.hardwick@edwardjones.com,,Salesforce
9553683,,Robert Smith,,,rob.smith@lfg.com,,List import
11008550,Inactive Investor,Rachel Cecere,,"Equity Services, Inc. Roseland NJ 103 Eisenhower Pkwy",rcecere@nationallife.com,,Salesforce
10862606,Inactive Investor,Philip Sims,,"Ameriprise Financial Services, LLC Minneapolis MN 901 3rd Ave S",philip.sims@ampf.com,,Salesforce
9629494,,Forrest Hartel,,,forrest.hartel@yakaccess.com,,List import
11128315,Inactive Investor,Raymond Marchand,,Thrivent Investment Management Inc.,,,Salesforce
10847319,Inactive Investor,Matthew Hoskins,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Napa CA 935 Franklin St",matt.hoskins@schwab.com,,Salesforce
10842241,Inactive Investor,Phillip Carrell,,"Cambridge Investment Research, Inc. Hobbs NM 110 W Clinton St",,,Salesforce
10956160,Inactive Investor,Reza Roshani Tabrizi,Founder,ScionAI,,,Salesforce
10959885,Inactive Investor,Daisy Boyce,Regional Leader,PFS Investments Inc. Lafayette LA 102 Asma Blvd,daisyvelas.boyce@primerica.com,,Salesforce
11152599,Inactive Investor,Sarah Rich,,Goldman Sachs & Co.,,,Salesforce
9598865,,Rom Arn,,,romainarnaud01@gmail.com,,List import
10853443,Inactive Investor,Alison Zeigler,,UBS Financial Services Inc. Greenwich CT 100 W Putnam Ave,alison.zeigler@ubs.com,,Salesforce
10781918,Inactive Investor,Matthew Burgan,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,matthew.burgan@fidelity.com,,Salesforce
11167145,Inactive Investor,Marc Schneider,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC San Diego CA 3655 Nobel Dr",mschneider@tiaa-cref.org,,Salesforce
9642698,,Ashwin Joshi,,,ashwinjoshi@yahoo.com,,List import
9548590,,David Jacobson,,,djacobson@tppllc.com,,List import
11125135,Inactive Investor,Christina Riffle,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Bellevue WA 777 108th Ave NE",christina.riffle@wellsfargoadvisors.com,,Salesforce
11006872,Inactive Investor,Chad Petersen,Financial Advisor,"Ameriprise Financial Services, LLC Omaha NE 15858 W Dodge Rd",chad.petersen@ampf.com,,Salesforce
10754918,Inactive Investor,Bruce Treitman,Client Advisor;Managing Director,"Raymond James & Associates, Inc. Los Angeles CA 10250 Constellation Blvd",bruce.treitman@raymondjames.com,,Salesforce
10879373,Inactive Investor,Nelson Velandia,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
10864618,Inactive Investor,Suze Myers,,"Raymond James & Associates, Inc. Fayetteville AR 5 N West Ave",suzeanna.myers@raymondjames.com,,Salesforce
11115974,Inactive Investor,Jeffrey Day,Financial Advisor;Senior Vice President,"Wells Fargo Advisors Financial Network, LLC Sarasota FL 238 S Washington Blvd",jeffrey.day@wfafinet.com,,Salesforce
11158885,Inactive Investor,Bradley Scott,Chief Compliance Officer;Chief Executive Officer;Founding Partner;President,PostRock Partners LLC,,,Salesforce
11067402,Inactive Investor,Jacob Poole,,State Farm VP Management Corp. Clinton MS 402 Monroe St,,,Salesforce
11206298,Inactive Investor,Brian Britt,Private Wealth Advisor,"Ameriprise Financial Services, LLC Torrance CA 2601 Airport Dr",brian.2.britt@ampf.com,,Salesforce
11200101,Inactive Investor,Mark Stoecker,Founder;President,"Stoecker Financial, Inc. Flower Mound TX 2908 Parkhaven Dr",,,Salesforce
10837799,Inactive Investor,Robert Mercer,,Cetera Advisors LLC Quitman AR Private Residence,robert.mercer@ceteraadvisors.com,,Salesforce
11050175,Inactive Investor,Domenica Stuckey,Financial Services Representative,"MML Investors Services, LLC Raleigh NC 4000 Westchase Blvd",dstuckey@financialguide.com,,Salesforce
10876311,Inactive Investor,Michael Mulvihill,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
10810840,Inactive Investor,Gregory Sarian,,"HighTower Securities, LLC Wayne PA 565 E Swedesford Rd",gsarian@hightoweradvisors.com,,Salesforce
10993094,Inactive Investor,Carly James,,Commonwealth Financial Network Annapolis MD 1610 West St,cjames@commonwealth.com,,Salesforce
10658579,,Amanda Davila,,,amanda.davila@fmr.com,,List Import
10946456,Inactive Investor,Amanda Natalicchio,Investment Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,amanda.natalicchio@jpmorgan.com,,Salesforce
10937603,Inactive Investor,Brian Gladstone,,"Allstate Financial Services, LLC Winter Garden FL 15497 Stoneybrook West Pkwy",briangladstone@allstate.com,,Salesforce
10828207,Inactive Investor,Soben Puckhaber,Investment Associate,J.P. Morgan Securities LLC New York NY 277 Park Ave,soben.puckhaber@jpmorgan.com,,Salesforce
9614657,,Michael Broderick,,,mdbroder@gmail.com,,List import
10900657,Inactive Investor,Nicholas Amstutz,Senior Financial Advisor;Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 5080 California Ave",nicholas_amstutz@ml.com,,Salesforce
10924211,Inactive Investor,Dominic Harjo,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,dominic.harjo@jpmorgan.com,,Salesforce
10777209,Inactive Investor,Samuel Urton,,"Crews & Associates, Inc.",surton@crewsfs.com,,Salesforce
10765926,Inactive Investor,David Jimenez,Financial Advisor;Vice President,Morgan Stanley West Palm Beach FL 777 S Flagler Dr,,,Salesforce
10999165,Inactive Investor,John Marchione,,PFS Investments Inc. Riverside CA 1855 Chicago Ave,john.marchione@primerica.com,,Salesforce
10914016,Inactive Investor,Paul Yates,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",paul.yates@bofa.com,,Salesforce
10658773,,Anita Mital,,,anita.mital@nm.com,,List Import
10895258,Inactive Investor,Casey Cicconetti,,"Northwestern Mutual Investment Services, LLC Wooster OH 201 E Liberty St",casey.cicconetti@nm.com,,Salesforce
10969976,Inactive Investor,Felicia Jones,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Media PA 300 W State St",,,Salesforce
10886507,Inactive Investor,Wei Wei,,Goldman Sachs & Co.,,,Salesforce
10644339,,Emily Helmus,,,emily.helmus@huntington.com,,List Import
10844340,Inactive Investor,Richard Poligala,Financial Advisor,LPL Financial LLC San Antonio TX 19707 W Interstate 10,rick.poligala@lpl.com,,Salesforce
9556502,,Mallory Van Leeuwen,,,mallory@pensionmark.com,,List import
9604628,,Joseph Brannon Maner,,,bmaner@manerlawfirm.com,,List import
11145453,Inactive Investor,Charles Warnecke,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9639388,,Bill Latimer,,,bill@latimerfoundation.org,,List import
11028158,Inactive Investor,Dorothy Moran,,A.G.P / Alliance Global Partners New York NY 40 Wall St,dmoran@allianceg.com,,Salesforce
11027144,Inactive Investor,Zachary Lafave,,"MML Investors Services, LLC Latham NY 24 Century Hill Dr",,,Salesforce
10930929,Inactive Investor,John Callagy,Managing Member;Owner,Asage Financial LLC,jcallagy@asagefinancial.com,,Salesforce
11090831,Inactive Investor,Saleh Afnan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bloomfield Hills MI 39577 Woodward Ave",saleh.afnan@ml.com,,Salesforce
10800065,Inactive Investor,Thomas Kessinger,Branch Manager;Director,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,tkessinger@rwbaird.com,,Salesforce
10894250,Inactive Investor,Joshua Biggs,,GuideStone Financial Services,jbiggs@guidestone.org,,Salesforce
10826402,Inactive Investor,Eli Butnaru,,Bolton Global Capital Miami FL 1441 Brickell Ave,ebutnaru@boltonglobal.com,,Salesforce
10922157,Inactive Investor,Paul Pitchess,,"Avantax Investment Services, Inc. Manhattan Beach CA 1334 Park View Ave",,,Salesforce
9595718,,Christopher Kamykowski,,,ckamykowski@monetagroup.com,,List import
10997095,Inactive Investor,Pamela Schwanz,,"Northwestern Mutual Investment Services, LLC De Pere WI 301 N Broadway",pamela.schwanz@nm.com,,Salesforce
9611295,,koo seonghyun,,,rnrnrn2007@icloud.com,,List import
10646943,,Eric Jasper,,,eric.jasper@edwardjones.com,,List Import
9560814,,Patricia Bowles,,,patricia.bowles@53.com,,List import
11003824,Inactive Investor,Angela Johnson,Insurance Agent,PFS Investments Inc. Duncanville TX 407 N Cedar Ridge Dr,,,Salesforce
10843164,Inactive Investor,David Luckemeyer,Financial Advisor;Financial Consultant,LPL Financial LLC New Braunfels TX 468 S Seguin Ave,david.luckemeyer@lpl.com,,Salesforce
28424,,Jay Greer,Chief Compliance Officer,Blue Water Asset Management,jay@jaygreer.com,(616) 844-7250,Manual List Upload
10881253,Inactive Investor,Peter Wesley,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",peterwesley@northwesternmutual.com,,Salesforce
10855166,Inactive Investor,Cori Duncan,Chief Operating Officer;Managing Partner,"Jasper Ridge Partners, L.P. Menlo Park CA 2885 Sand Hill Rd",cduncan@jasperridge.com,,Salesforce
11234972,Inactive Investor,Cheryl Krueger,Financial Advisor,"CGN Advisors, LLC Palatine IL 1619 W Colonial Pkwy",,,Salesforce
10917901,Inactive Investor,Velisa Williams,,Snowden Account Services LLC Buffalo NY 6400 Sheridan Dr,vwilliams@snowdenlane.com,,Salesforce
10489984,,Jason Fishman,Premier Banker,"Truist Advisory Services, Inc. Frisco TX 5125 Preston Rd",jayfish13@hotmail.com,,List Import
10783335,Inactive Investor,Tonda Davis,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,tonda.davis@fidelity.com,,Salesforce
11058465,Inactive Investor,Jentry Piekarski,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
141427,,Bruce Rankine,,Rankine Properties Limited,brucer888@gmail.com,64274725067,Organic Search
9560842,,Rebekah Thomas,,,rebekah.thomas@53.com,,List import
10787958,Inactive Investor,Kevin Chen,,NYLIFE Securities LLC San Dimas CA 140 Via Verde,klchen@ft.newyorklife.com,,Salesforce
11135969,Inactive Investor,Barry Davis,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10966011,Inactive Investor,Preston Miller,,"Energy Domain Securities, LLC Fort Worth TX 1633 Rogers RD",preston@energydomain.com,,Salesforce
11010078,Inactive Investor,Matthew Dyal,,LPL Financial LLC Starke FL 350 N Temple Ave,matthew.dyal@lpl.com,,Salesforce
10947316,Inactive Investor,Brian Lindberg,Chief Compliance Officer;Investment Advisor;Manager,Fitzwilliams Wealth Management Inc.,brian@ffinancial.net,,Salesforce
9546369,,Paul Warrick,,,paul_warrick@yahoo.com,,List import
9646833,,Jennifer Giovannitti,,,jgiovannitti@benedum.org,,List import
3709,,Jangbae Park,,South Korea,mic23@naver.com,,
11196637,Inactive Investor,Larry Jackson,,Chelsea Financial Services,ljackson@chfs.com,,Salesforce
11007321,Inactive Investor,Aaron Stanley,,LPL Financial LLC Gilbert AZ Private Residence,aaron.stanley@lpl.com,,Salesforce
10489525,,Nathaniel Donnelly,"Senior Financial Advisor, Vice President","Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 1 Cowboys Way",nathan.donnelly@ml.com,469-294-7094,List Import
10963047,Inactive Investor,Micah Kaplan,,Goldman Sachs & Co. Houston TX 609 Main St,,,Salesforce
9583370,,William Poindexter,,,wpoindexter@ameritas.com,,List import
216835,,Gerard Valenti,,[Unknown],gerard.valenti@hotmail.com,,Event
11161448,Inactive Investor,Bianca Jansepar,,Fidelity Brokerage Services LLC San Francisco CA 100 California St,bianca.jansepar@fidelity.com,,Salesforce
10939632,Inactive Investor,Johnny Leech,,"MML Investors Services, LLC Tupelo MS 95 S Green St",jleech@massmutual.com,,Salesforce
10494335,,Gary Walsh,"Analyst, Portfolio Manager, Principal, Vice President",Luther King Capital Management Corporation,gwalsh@lkcm.com,,List Import
10994652,Inactive Investor,James Davis,Financial Advisor,"Meridian Wealth Management, LLC",,,Salesforce
9627763,,lukaszprzybykski33@gmail.com Lukasz,,,lukaszprzybykski33@gmail.com,,List import
11023448,Inactive Investor,Jared Swank,,State Farm VP Management Corp. Olmsted Falls OH 26922 Cook Rd,,,Salesforce
11071612,Inactive Investor,Timothy Troutman,,United Planners' Financial Services of America A Limited Partner Itasca IL 650 E Devon Ave,,,Salesforce
10992573,Inactive Investor,Kevin Lively,,LPL Financial LLC Clanton AL 408 2nd Ave S,kevin.lively@lpl.com,,Salesforce
10604188,,Christopher Ourada,Director of Financial Planning,"Northwestern Mutual Investment Services, LLC",chris.ourada@nm.com,6512896538,List Import
10934400,Inactive Investor,Christine Everlof,,Grant Williams L.P.,,,Salesforce
10973256,Inactive Investor,Elise Gidaro,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10981928,Inactive Investor,Nichole Wilcox,,Edward Jones Gainesville FL 4731 NW 53rd Ave,nichole.wilcox@edwardjones.com,,Salesforce
10849986,Inactive Investor,Emanuel Delgado,Assistant Vice President,"City National Securities, Inc.",emanuel.delgado@cnb.com,,Salesforce
10659655,,Andrew Morse,,,amorse@hightoweradvisors.com,,List import
10912195,Inactive Investor,Zachary Castro,Financial Advisor Trainee,UBS Financial Services Inc. Weehawken NJ 1000 1200 Harbor Blvd,,,Salesforce
10797020,Inactive Investor,Luke Gagnon,Financial Advisor,"Ameriprise Financial Services, LLC Monticello MN 501 Hwy 25",luke.j.gagnon@ampf.com,,Salesforce
10921718,Inactive Investor,Marian Makri,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
9544324,,Isaac Filate,,,ifilate@bcsc.bc.ca,,List import
11254008,Inactive Investor,Chase Van Pevenage,,CIBC World Markets Corp.,,,Salesforce
9578501,,Bobbie Cosgrove,,,bobbie.cosgrove@huntington.com,,List import
9614471,,Ray Robinson,,,rrobinson0619@gmail.com,,List import
9573860,,Christian Tychostup,,,ctychostup@ayco.com,,List import
10799011,Inactive Investor,Anne Van Ingen,Board of Trustees;Director;Managing Member,"Charles Pratt & Company, L.L.C.",,,Salesforce
11111182,Inactive Investor,Brenan Volpe,,"Good Life Advisors, LLC Fuquay-Varina NC Private Residence",brenan.volpe@goodlifefa.com,,Salesforce
8273367,,Gene Dunbar,,,genedunbar33@gmail.com,,Web Form Fillout
11058580,Inactive Investor,Michelle Hand,Financial Advisor,"Ameriprise Financial Services, LLC Wilmington DE 1011 Centre Rd",michelle.r.hand@ampf.com,,Salesforce
11209318,Inactive Investor,Sharon Delvecchio,,"Empower Financial Services, Inc Faribault MN Private Residence",sharon.delvecchio@gwrs.com,,Salesforce
207535,,Kenneth Lester,"Managing Director, Portfolio Management","Nisa Investment Advisors, Llc",ken.lester@nisanet.com,314-721-1900,Manual List Upload
10828689,Inactive Investor,Ryan Bassett,,"Osaic Wealth, Inc. Grand Rapids MI 4843 Cascade Rd SE",,,Salesforce
10538871,,Billie Newell,,,billienewell@earthlink.net,,Web Form Fillout
10908437,Inactive Investor,Fahad Ahmed,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 2595 W Chandler Blvd",,,Salesforce
9609646,,Filippa Maria LoRe,,,lorem11@hotmail.com,,List import
11061942,Inactive Investor,Timothy Burgess,Financial Advisor,"Ameriprise Financial Services, LLC Mansfield MA 792 S Main St",timothy.m.burgess@ampf.com,,Salesforce
10958311,Inactive Investor,Eugene Brucker,,"Bankers Life Securities, Inc. Chesterfield MO 390 S Woods Mill Rd",eugene.brucker@bankerslife.com,,Salesforce
11182228,Inactive Investor,Barry Newman,,"Ameritas Investment Company, LLC",,,Salesforce
11013384,Inactive Investor,Michael Gonzalez,,"Equitable Advisors, LLC Pasadena CA 155 N Lake Ave",,,Salesforce
10908616,Inactive Investor,Kevin O'Connell,,LPL Financial LLC Great Falls MT 417 Central Ave,kevin.o-connell@lpl.com,,Salesforce
1817402,,Bella Marian,,,bellamarian90@gmail.com,,
9632622,,Catherine Murchie,,,catherine.murchie@mastercard.com,,List import
11182716,Inactive Investor,George Haas,,PFS Investments Inc. Edmond OK 609 S Kelly Ave,george.haas@primerica.com,,Salesforce
10819494,Inactive Investor,Christopher Bakowski,Owner,CLB Financial,,,Salesforce
10796058,Inactive Investor,Thomas Capola,Managing Director;Principal,"DGM Asset Management, L.L.C.",thomas@dgmmanagement.com,,Salesforce
184657,,Bret DeRosa,,[Unknown],bretderosa@me.com,,source
10991012,Inactive Investor,Catherine Luck,,"Northwestern Mutual Investment Services, LLC Charlottesville VA 215 Wayles Ln",,,Salesforce
10784303,Inactive Investor,Shawn Zelmore,Financial Advisor,PNC Investments Pittsburgh PA 1736 E Carson St,shawn.zelmore@pnc.com,,Salesforce
10988370,Inactive Investor,Howard Barker,Financial Advisor,Invicta Financial Group San Diego CA 11440 W Bernardo Ct,howard@invictafg.com,,Salesforce
7061589,,morales Rachel,,,jackieering@gmail.com,,Web Form Fillout
10964315,Inactive Investor,Xavier Lewis,Wealth Advisor,"Trilogy Capital, Inc. Denver CO 101 University Blvd",xavier.lewis@trilogyfs.com,,Salesforce
10776358,Inactive Investor,Daniel Lippincott,Chief Investment Officer;President,Karpus Investment Management,daniel@karpus.com,,Salesforce
10974442,Inactive Investor,Jerry Esannason,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,jesannason@primerica.com,,Salesforce
11149609,Inactive Investor,Patrick McDermott,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Naperville IL 19 W Chicago Ave",patrick.mcdermott@schwab.com,,Salesforce
10838816,Inactive Investor,Christina Brown,Chief Compliance Officer;Investment Advisor;Investment Advisor Representative;Manager;Operations Manager,"Andrews Advisory Associates, LLC",,,Salesforce
11206468,Inactive Investor,Jerair Khachoyan,,NYLIFE Securities LLC Glendale CA 801 N Brand Blvd,jkhachoyan@ft.newyorklife.com,,Salesforce
9608658,,Jarryd Kennedy,,,jarryd.kennedy@gmail.com,,List import
9645664,,Andrew Karos,,,andrew@bluefirecap.com,,List import
10791578,Inactive Investor,Sean Riley,Financial Advisor;Managing Director;Private Wealth Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",tinaanne.garcia@ampf.com,,Salesforce
11094895,Inactive Investor,Lori Tamayo,,"Truist Investment Services, Inc. Virginia Beach VA 4592 Virginia Beach Blvd",,,Salesforce
10904986,Inactive Investor,Stephen Baby,,Rothschild Investment LLC,sbaby@rothschildinv.com,,Salesforce
10584915,,aslan kataev,,,aslan.kataev@mail.ru,,Web form fillout
10618575,,Michelle Rachford,,,michelle_rachford@ml.com,,List Import
342073,,Brown Mccullough,"Director, Sector Manager And Limited Partner","Ranger Investment Management,l.p.",bmccullough@rangercap.com,214-871-5260,Manual List Upload
10973278,Inactive Investor,Cesar Martinez,Private Client Banker,J.P. Morgan Securities LLC Montgomery TX 18801 Hwy 105 W,cesar.martinez@jpmorgan.com,,Salesforce
11267464,,Andrii Dubetskyi,,,dubetsky@gmail.com,,Web Form Fillout
10905876,Inactive Investor,Anne Faunce,,LPL Financial LLC Westfield MA 141 Elm St,anne.faunce@lpl.com,,Salesforce
9618694,,Thomas Cox,,,thomas.cox@alyeskagroup.com,,List import
10776781,Inactive Investor,Shayla Worley,Financial Advisor;Wealth Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,shayla.worley@jpmorgan.com,,Salesforce
10964596,Inactive Investor,Tomas Flores,,"Wells Fargo Clearing Services, LLC San Angelo TX 3806 Loop 306",,,Salesforce
11182392,Inactive Investor,Jacob Hilton,Wealth Analyst,Corient Houston TX 2929 Allen Pkwy,jacob.hilton@corient.com,,Salesforce
10978922,Inactive Investor,Todd Gilligan,,"Pruco Securities, LLC. Plano TX 5700 Granite Pkwy",todd.gilligan@prudential.com,,Salesforce
10941787,Inactive Investor,Tristan Lee,,Goldman Sachs & Co.,,,Salesforce
10915608,Inactive Investor,Robert Day,,"IFG Advisory, LLC",,,Salesforce
11006552,Inactive Investor,Jason Brown,Engineer,"RBC Capital Markets, LLC Indianapolis IN 8888 Keystone Xing",,,Salesforce
11188949,Inactive Investor,Cristiano Castellini,Senior Financial Advisor;Senior Vice President,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,cristiano.castellini@ml.com,,Salesforce
9624660,,Yong Liu,,,yong.j.liu@citi.com,,List import
10851897,Inactive Investor,Jacob Larrison,Financial Advisor,"Ameriprise Financial Services, LLC Columbus OH 1070 Polaris Pkwy",jacob.larrison@ampf.com,,Salesforce
10979270,Inactive Investor,Jesse Bravo,,J.P. Morgan Securities LLC Beverly Hills CA 9465 Wilshire Blvd,jesse.bravo@chase.com,,Salesforce
64257,,Jonathan Born,Lead Financial Consultant,Thrivent Investment Management Inc.,jonathan.born@thrivent.com,281-893-6200,
10968654,Inactive Investor,Luca Magistro,,"Allstate Financial Services, LLC Saint Clairsville OH 52139 National Rd",lucamagistro@allstate.com,,Salesforce
10999683,Inactive Investor,Katelynn Walters,,J.P. Morgan Securities LLC Saint Louis MO 11600 Olive Blvd,katelynn.walters@jpmorgan.com,,Salesforce
10901886,Inactive Investor,Mark Pierce,Wealth Advisor,Thrivent Investment Management Inc. Springfield IL 3240 Hedley Rd,,,Salesforce
11017339,Inactive Investor,Sarah Coolbaugh,,PFS Investments Inc. Reading PA 200 Spring Ridge Dr,sarahncoolbaugh@primerica.com,,Salesforce
10947348,Inactive Investor,David Chapin,Financial Consultant;Vice President,"Citizens Securities, Inc. West Hartford CT 15 S Main St",,,Salesforce
9565608,,Tarun Jotwani,,,tarun.jotwani@gmail.com,,List import
9611356,,Sean Newhouse,,,cryptonomicon22@gmail.com,,List import
10882270,Inactive Investor,John West,Chief Operating Officer;President;Regulatory Contact;Senior Advisor,"Spraker West Wealth Management, Inc",john@sprakerwealth.com,,Salesforce
349731,,Ethan Leidinger,Chief Operating Officer,Standard Investments Llc,eleidinger@40north.com,212-821-1600,Manual List Upload
10696153,,Dominic Ceci,,Johnson Financial Group,dceci@johnsonfinancialgroup.com,,List Import
67758,,Karl Borgersen,,"Transamerica Financial Advisors, Inc",karl.borgersen@transamerica.com,937-424-2203,
229015,, -,,[[Unknown]],troykaz@gmail.com,,Organic Search
10832652,Inactive Investor,Carrie King,Financial Consultant;Financial Planner;Financial Professional,"Equitable Advisors, LLC Fort Worth TX 801 Cherry St",carrie.volmer@equitable.com,,Salesforce
11092423,Inactive Investor,Abigail Hancock,Client Service Associate,UBS Financial Services Inc. New York NY 299 Park Ave,,,Salesforce
10965409,Inactive Investor,Alexander Durham,Financial Advisor,Edward Jones Burlington NC 3729 S Church St,,,Salesforce
9624076,,Carlos Alviz,,,carlos_alviz@hotmail.com,,List import
11090039,Inactive Investor,Gregory Linnebur,Financial Advisor,PFG Advisors,,,Salesforce
11164786,Inactive Investor,Daniel Foutch,Branch Manager;Financial Advisor;Managing Director,Robert W. Baird & Co. Incorporated Glasgow KY 102 E Wayne St,dfoutch@rwbaird.com,,Salesforce
10898928,Inactive Investor,Seth Cranfill,,Fidelity Brokerage Services LLC Fort Lauderdale FL 450 N Federal Hwy,sethcranfill.team@fidelity.com,,Salesforce
10859865,Inactive Investor,Gregory Koch,,Fidelity Brokerage Services LLC Burlingame CA 1411 Chapin Ave,greg.koch@fmr.com,,Salesforce
9638066,,Lori Duke,,,dukel@meredith.edu,,List import
10911526,Inactive Investor,Michelle Chang,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Palo Alto CA 3075 Hansen Way",michelle.chang@ml.com,,Salesforce
10935548,Inactive Investor,Kayla Byler,Financial Advisor,"Raymond James & Associates, Inc. Franklin TN 1550 W McEwen Dr",kayla.byler@raymondjames.com,,Salesforce
10994392,Inactive Investor,Clint Shea,Financial Professional,"Equitable Advisors, LLC Mount Dora FL 3723 Lake Center Dr",clint.shea@equitable.com,,Salesforce
10902422,Inactive Investor,Yanira Pichardo,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",y.pichardo@ml.com,,Salesforce
11000606,Inactive Investor,Megan Lisenbee,,"Raymond James & Associates, Inc.",megan.lisenbee@raymondjames.com,,Salesforce
10977474,Inactive Investor,Jackson Wang,,Vanguard Marketing Corporation,jackson_wang@vanguard.com,,Salesforce
10862192,Inactive Investor,Marie Lubin,Secretary;Vice President,Securities Industry Management Corp.,,,Salesforce
10937739,Inactive Investor,Gail Young,,PFS Investments Inc. Jackson MS 6520 Dogwood View Pkwy,gail.young@primerica.com,,Salesforce
9630627,,Kyle Sagnella,,,kyle.sagnella@gmail.com,,List import
11210528,Inactive Investor,Michael Kline,Investment Advisor Representative,"Equity Services, Inc. Westmont IL 32 W Burlington Ave",kline_michael@nlvmail.com,,Salesforce
10965404,Inactive Investor,Trevor Hammonds,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 831 Eastgate South Dr",trevor.hammonds@ml.com,,Salesforce
11021391,Inactive Investor,Joe Hernandez,,PFS Investments Inc. Miami FL 9360 SW 72nd St,jhernandez@primerica.com,,Salesforce
10858605,Inactive Investor,Brady Hill,,"Farmers Financial Solutions, LLC Rockwall TX 750 E I-50",bhill@farmersagent.com,,Salesforce
351191,,Edwin Adams,Junior Financial Planner,Brewster Financial Planning Llc,edwin@brewsterfp.com,646-249-9880,Manual List Upload
10976833,Inactive Investor,Neil Schafer,,The Huntington Investment Company Akron OH 106 S Main St,neil.schafer@huntington.com,,Salesforce
7222917,,Md Limon Hossain,,,limonkhan@gmail.com,,Web Form Fillout
11052241,Inactive Investor,Erin Schuster,,LPL Financial LLC Munster IN 9600 N Centennial Dr,erin.schuster@lpl.com,,Salesforce
10615438,,Brian Cohen,"Director - Alternative Investments, Financial Advisor, Financial Planning Specialist, Insurance Planning Director, Vice Presiden",,brian.cohen@morganstanley.com,,List Import
10997666,Inactive Investor,Monte Bailey,,Citigroup Global Markets Inc. Brooklyn NY 1970 Ralph Ave,monte.bailey@citi.com,,Salesforce
217775,,Hungry Madman,,[Unknown],hungrymadman@gmail.com,,Direct
11022905,Inactive Investor,Fernando Miranda,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10869684,Inactive Investor,Michael Karder,,LPL Financial LLC Hudson OH 89 1 St St,,,Salesforce
10861605,Inactive Investor,Peng Li,,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,pam.li@morganstanley.com,,Salesforce
11050205,Inactive Investor,Angela Berry,,"Osaic Wealth, Inc. Columbus OH 132 Northwoods Blvd",,,Salesforce
11092515,Inactive Investor,James Martin,Associate Financial Advisor;Portfolio Specialist,Robert W. Baird & Co. Incorporated Indianapolis IN 8801 River Crossing Blvd,jimartin@rwbaird.com,,Salesforce
10657303,,Wajeeh Qashmer,,,wajeeh.qashmer@bankerslife.com,,List Import
11031746,Inactive Investor,Christopher Stocks,,"Prospera Financial Services, Inc. Paradise Valley AZ 4800 E Hummingbird Ln",christopher.stocks@prosperafinancial.com,,Salesforce
10928272,Inactive Investor,Patrick Aaron,,LPL Financial LLC Washington PA 775 E Maiden St,patrick.aaron@lpl.com,,Salesforce
10804492,Inactive Investor,Jeffrey Bohus,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jeffrey.m.bohus@ml.com,,Salesforce
9546411,,?? ?,,,24000747@qq.com,,List import
10763745,Inactive Investor,Brian Heffern,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11333 McCormick Rd",brian.heffern@ml.com,,Salesforce
10851834,Inactive Investor,Hans Ramsey,Investment Advisor Representative,PFS Investments Inc. Elmsford NY 570 Taxter Rd,hramsey@primerica.com,,Salesforce
11170201,Inactive Investor,Kevin Tuholski,Client Service Associate,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
11106802,Inactive Investor,Bota Yi,,"PHX Financial, Inc. Beverly Hills CA 9830 Melinda Dr",byi@phoenixinc.com,,Salesforce
10882390,Inactive Investor,Owen Arnoff,Investment Advisor,Brookstone Capital Management LLC Yuba City CA Private Residence,,,Salesforce
11212729,Inactive Investor,John Abenoja,,NYLIFE Securities LLC Honolulu HI 733 Bishop St,jpabenoja@ft.newyorklife.com,,Salesforce
350487,,Bobby Grebenc,Associate,Blue Point Capital Partners Llc,bgrebenc@bluepointcapital.com,216-535-4700,Manual List Upload
10935977,Inactive Investor,Marjorie Wentz,Retirement Plan Advisor;Senior Wealth Advisor,"Trinity Wealth Management, LLC",mwentz@trinity-wealth.com,,Salesforce
9582419,,Kassie Docker,,,kdocker@acceladvantage.com,,List import
373306,,Joerg Wittenberg,,[Unknown],jmwitt1009@gmail.com,,source
11137999,Inactive Investor,Daniel Papuga,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",daniel.papuga@nm.com,,Salesforce
10976549,Inactive Investor,Ann Tung,Private Banker;Senior Vice President,Citigroup Global Markets Inc. Beverly Hills CA 407 N Maple Dr,ann.tung@citigroup.com,,Salesforce
10795842,Inactive Investor,John Watkins,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hickory NC 205 2nd St NW",matt.m.watkins@ml.com,,Salesforce
11128659,Inactive Investor,Gerald Simmons,Financial Advisor;First Vice President;Portfolio Management Director,Morgan Stanley Paramus NJ 61 S Paramus Rd,gerald.simmons@morganstanley.com,,Salesforce
10807993,Inactive Investor,Deitra Novacek,Senior Client Associate,"Wells Fargo Clearing Services, LLC Lincoln NE 6003 Old Cheney Rd",dee.novacek@wellsfargoadvisors.com,,Salesforce
97306,,Ervan Ifyan Hansel,,Indonesia,ervanifyanhansel@gmail.com,,
10765147,Inactive Investor,Gregg Snow,Financial Advisor,"Wells Fargo Clearing Services, LLC Alexandria VA 1900 Duke St",gregg.snow@wellsfargoadvisors.com,,Salesforce
10603597,,Ron Gonen,"Chief Executive Officer, Managing Member, Regulatory Contact",Closed Loop Capital Management,ron@closedlooppartners.com,,List import
11131084,Inactive Investor,Warren Dropkin,Financial Advisor,"Wells Fargo Clearing Services, LLC Chattanooga TN 412 Georgia Ave",warren.dropkin@wellsfargoadvisors.com,,Salesforce
161321,,Ioan Daniel Mazilu,,[Unknown],daniel21mazilu@gmail.com,,Direct
11078462,Inactive Investor,Richard Doyle,Financial Advisor,LPL Financial LLC Wadsworth OH 2621 Blake Rd,richard.doyle@lpl.com,,Salesforce
10796414,Inactive Investor,Glenn Hain,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Frederick MD 30 W Patrick St",glenn.e.hain@ml.com,,Salesforce
11060024,Inactive Investor,Alvis Hines,Founder;Wealth Advisor,"Adero Partners, LLC Orinda CA Private Residence",,,Salesforce
10944882,Inactive Investor,Curtis Rich,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,,,Salesforce
10850833,Inactive Investor,Michael Anderson,Financial Advisor,Commonwealth Financial Network Portland OR 8440 SW Canyon Ln,manderson@commonwealth.com,,Salesforce
9617864,,Timothy Krochuk,,,tkrochuk@grtcapital.com,,List import
10647299,,Elizabeth Day-Griffin,,,elizabeth.day-griffin@wellsfargoadvisors.com,,List Import
10981842,Inactive Investor,Jonathan Mellish,,"Allstate Financial Services, LLC Mountville PA 350 Highland Dr",jonathanmellish@allstate.com,,Salesforce
11037092,Inactive Investor,Adam Plattner,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",adam_plattner@ml.com,,Salesforce
10912275,Inactive Investor,Alexander Yeager,Chief Compliance Officer;Founder;Managing Member,Everlong Financial,alex@everlongfinancial.com,,Salesforce
9629498,,Donny Trump,,,donald@whitehouse.gov,,List import
9553462,,Briccio Rozal -,,,rozalbriccio@gmail.com,,List import
11017677,Inactive Investor,Nicholas Sampl,Financial Advisor,Thrivent Investment Management Inc. Saint Louis MO 1515 Des Peres Rd,nicholas.sampl@thrivent.com,,Salesforce
10914014,Inactive Investor,Jeffrey Raiche,Financial Advisor,Edward Jones Albertville MN 5721 La Centre Ave,jeff.raiche@edwardjones.com,,Salesforce
10897036,Inactive Investor,Lisa Guerriero,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",lisa_guerriero@ml.com,,Salesforce
11061428,Inactive Investor,Rachel Brown,Vice President,"Financial Planning and Information Services, Inc.",rbrown@thefinplangroup.com,,Salesforce
11072120,Inactive Investor,Jennifer Jensen,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11068670,Inactive Investor,Timothy Hughes,Chief Compliance Officer;General Counsel;Principal,Douglass Winthrop Advisors LLC,tim@douglasswinthrop.com,,Salesforce
10832111,Inactive Investor,David DeLuca,Financial Advisor;Senior Vice President;Workplace Advisor - Equity Compensation,Morgan Stanley Ponte Vedra Beach FL 50 A1A N,david.j.deluca@morganstanley.com,,Salesforce
11168476,Inactive Investor,Stephanie Rosenberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Philadelphia PA 30 S 17th St",stephanie.rosenberg@wellsfargoadvisors.com,,Salesforce
1003098,Inactive Investor,John Snow,,Quabbin Capital,jsnow@quabbincapital.com,,3rd Party Lead Gen
11165897,Inactive Investor,Gabriella Gallo,,Vanguard Marketing Corporation,gabriella_gallo@vanguard.com,,Salesforce
11202919,Inactive Investor,Joey Manchego,,PFS Investments Inc. Colorado Springs CO 2020 N Academy Blvd,joey.manchego@primerica.com,,Salesforce
10920307,Inactive Investor,Michael Dooley,Financial Advisor;Senior Vice President,Santander Securities LLC Swampscott MA 495 Paradise Rd,michael.dooley@santanderinvestments.com,,Salesforce
10487681,,Raymond Sperring,,WhiteStar Asset Management LLC,rsperring@hotmail.com,,List Import
11161290,Inactive Investor,Dawn Robinson,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
11306260,Inactive Investor,Jack McCormick,Senior Portfolio Manager,InterOcean Capital Chicago IL 980 N Michigan Ave,jmccormick@iofinance.com,,Salesforce
9625146,,Anusha Tenti,,,anusha.govindjee@unisonaquila.ch,,List import
185577,,Amy Barrett,"Chief Compliance Officer, Managing Member, Partner, Wealth Advisor",Barrett Wealth Connection LLC,abarrett@bwconnect.co,815-529-7527,
234948,, -,,[[Unknown]],vasquez.13.david@gmail.com,,Content
10916655,Inactive Investor,Yong Duan,Owner,"H&H International Investment, LLC",,,Salesforce
10851346,Inactive Investor,Nila Moore,Financial Advisor,PlanMember Securities Corporation Albuquerque NM 6121 Indian School Rd NE,nila@planmembersec.com,,Salesforce
10657327,,Mark Iveljic,,,miveljic@regalsecurities.com,,List Import
11172493,Inactive Investor,Nickolas Asch,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,nickolas_asch@vanguard.com,,Salesforce
11196469,Inactive Investor,Charles Giordano,Financial Advisor,LPL Financial LLC Matawan NJ 278 State Rte 34,charles.giordano@lpl.com,,Salesforce
11093619,Inactive Investor,David Garner,Secretary;Treasurer,"Advanced Tax and Financial Services, Inc.",,,Salesforce
10696277,,Theresa Nist,,"TFS Securities, Inc.",tnist@tfsweb.com,,List Import
11122590,Inactive Investor,Charles Vilar,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",charles.vilar@truist.com,,Salesforce
174292,,Jebril Perehinskiy,,[Unknown],akrowik@protonmail.com,,
10972039,Inactive Investor,Miles Dawson,,Vanguard Marketing Corporation,miles_dawson@vanguard.com,,Salesforce
10927834,Inactive Investor,Paulo Morastoni,,Goldman Sachs & Co.,,,Salesforce
10955387,Inactive Investor,Garrett Gillette,,Fidelity Brokerage Services LLC Washington DC 1900 K St NW,garrett.gillette@fmr.com,,Salesforce
9575969,,Murtaza Ahmed,,,murtaza@chilternstreet.capital,,List import
11168766,Inactive Investor,Brandon Giorgetta,Financial Advisor,Edward Jones Littleton CO 300 Plaza Dr,brandon.giorgetta@edwardjones.com,,Salesforce
11133215,Inactive Investor,Roberta Levine,Relationship Banker,"Wells Fargo Clearing Services, LLC Doylestown PA 4259 W Swamp Rd",roberta.levine@wellsfargoadvisors.com,,Salesforce
9563118,,Anna Noe,,,anna2409@gmail.com,,List import
11075197,Inactive Investor,Maria Cancel,Financial Advisor;First Vice President - Wealth Management,Citigroup Global Markets Inc. Miami FL 8750 NW 36th St,maria.cancel@citi.com,,Salesforce
11182524,Inactive Investor,Ian Woodgate,,"MML Investors Services, LLC Knoxville TN 9729 Cogdill Rd",,,Salesforce
10896827,Inactive Investor,Amanda Howerton,Senior Advisor,"Rather & Kittrell, Inc.",ahowerton@rkcapital.com,,Salesforce
9595893,,Jürgen Groß,,,diepatrone@gmx.de,,List import
11236700,Inactive Investor,Gabriel Garcia,Financial Advisor;Principal;Wealth Advisor,Compound Planning Oakland CA Private Residence,gabriel.garcia@atomifinancial.com,,Salesforce
9637443,,Gajanand Gajanand,,,gajanandbadiwal0@gmail.com,,List import
9561903,,greg mazzanobile,,,greg.mazzanobile@voice.com,,List import
9636147,,Brian Kramp,,,bkramp@cohopartners.com,,List import
10854189,Inactive Investor,James Wright,Financial Advisor,"Wells Fargo Clearing Services, LLC Tifton GA 114 12th St W",g.wright@wellsfargoadvisors.com,,Salesforce
10762316,Inactive Investor,Robert Smith,Regional Vice President,PFS Investments Inc. Lutz FL 18214 N US Hwy 41,robert.smith@primerica.com,,Salesforce
53119,,Julie Reinhardt,,ML&R Wealth Management LLC,jreinhardt@mlrpc.com,512-370-3268,
10943732,Inactive Investor,Anthony Pearce,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,,,Salesforce
11017857,Inactive Investor,Kathy Conlin,,LPL Financial LLC Walnut Creek CA 2890 N Main St,kathy.conlin@lpl.com,,Salesforce
10898290,Inactive Investor,Jason Roberts,Client Service Associate,Morgan Stanley Kirkland WA 4000 Carillon Pt,jason.e.roberts@morganstanley.com,,Salesforce
10846221,Inactive Investor,Elizabeth Muncie,,Fidelity Brokerage Services LLC Monterey CA 553 Munras Ave,elizabeth.loomis@fidelity.com,,Salesforce
11091076,Inactive Investor,Thao Bui,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10805684,Inactive Investor,Philip Fogli,,LPL Financial LLC Wayne PA 460 E Swedesford Rd,,,Salesforce
11223188,,David Steinberg,,,david@mastcapllc.com,,List import
10898401,Inactive Investor,David Schadel,,LPL Financial LLC Nashville TN 10 Burton Hills Blvd,david.schadel@lpl.com,,Salesforce
334668,,Takashi Moriuchi,Managing Director,"Estancia Capital Management, Llc",tmoriuchi@estanciapartners.com,480-448-5001,Manual List Upload
10869701,Inactive Investor,Brett Burza,,"Cambridge Investment Research, Inc. Muskegon MI 794 Pine St",bburza@cambridgesecure.com,,Salesforce
9618768,,Jeffrey Weiser,,,jweiser@rowam.com,,List import
10849210,Inactive Investor,Howard Kades,Chief Investment Officer;Member;President;Regulatory Contact,"Kades & Cheifetz, LLC",howard@kadescheifetz.com,,Salesforce
10801503,Inactive Investor,Kenneth Compton,,"Raymond James Financial Services, Inc. Lakeland FL 1525 S Florida Ave",kenneth.compton@raymondjames.com,,Salesforce
11128969,Inactive Investor,Jessica Chen,Banker;Senior Associate,J.P. Morgan Securities LLC Houston TX 600 Travis St,jessica.chen@jpmorgan.com,,Salesforce
11132409,Inactive Investor,John Cruikshank,Executive Director,J.P. Morgan Securities LLC Washington DC 875 15th St NW,john.p.cruikshank@jpmorgan.com,,Salesforce
11106682,Inactive Investor,John Walker,,LPL Financial LLC Tulsa OK 7120 E Apache St,johnmwalker@primerica.com,,Salesforce
9622814,,eric long,,,ellong820@gmail.com,,List import
10854994,Inactive Investor,David Hackmeier,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Boston MA 127 Congress St",david.hackmeier@schwab.com,,Salesforce
11017919,Inactive Investor,Colin Rafferty,,Key Investment Services LLC Pittsburgh PA 6203 Babcock Blvd,colin.rafferty@key.com,,Salesforce
9570835,,Ottavio Biondi,,,fbiondi@kscm.com,,List import
9646410,,Jamie Johnson,,,jamiej215@gmail.com,,List import
9622266,,Anthony Lisboa,,,jtwill1976@yahoo.com,,List import
10937344,Inactive Investor,Cynthia Gagnon,,PFS Investments Inc. Honolulu HI 2153 N King St,cynthia.gagnon@primerica.com,,Salesforce
11147555,Inactive Investor,Thomas Deflora,Client Service Associate;Financial Planning Associate,Morgan Stanley New York NY 55 E 52nd St,tom.deflora@morganstanley.com,,Salesforce
11236509,Inactive Investor,Madison Lorentzen,Associate Advisor,HSC Wealth Advisors,madison@hscwa.com,,Salesforce
9541160,,Tyler Smith,,,tyrswavpo@outlook.com,,List import
11142708,Inactive Investor,Daniel Callaghan,,LPL Financial LLC Wheat Ridge CO Private Residence,daniel.callaghan@lpl.com,,Salesforce
11073841,Inactive Investor,Sheri Yoder,,"Principal Securities, Inc.",yoder.sheri@principal.com,,Salesforce
10618638,,Maureen Bromwell,,,mmb@ntrs.com,,List Import
217151,,John Cornfield,Advisor,[Unknown],jc1corn@mac.com,,Event
11103546,Inactive Investor,William Yandow,Partner,"Monadnock Capital Partners, LLC Newton Lower Falls MA 2345 Washington St",wyandow@monadnockcap.com,,Salesforce
9626956,,Bangun Sutrisno,,,bangoensoetrisno@gmail.com,,List import
11025409,Inactive Investor,Douglas Eaton,,"Farmers Financial Solutions, LLC Clovis CA 2221 Villa Ave",deaton@farmersagent.com,,Salesforce
10875397,Inactive Investor,Hannah Chen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cleveland OH 30195 Chagrin Blvd",,,Salesforce
10847262,Inactive Investor,Alexander Swatzell,Financial Advisor,UBS Financial Services Inc. Johnson City TN 214 E Mountcastle Dr,dj.swatzell@ubs.com,,Salesforce
11217375,,Harvey Schneider,,,harvey.schneider@raymondjames.com,,Other
10922841,Inactive Investor,James Letcher,Financial Advisor,LPL Financial LLC Madison WI 5810 Mineral Point Rd,james.letcher@lpl.com,,Salesforce
10873635,Inactive Investor,Carl Dekle,,LPL Financial LLC Mobile AL Private Residence,carl.dekle@lpl.com,,Salesforce
11187362,Inactive Investor,Scott Kramling,Client Service Associate,"Ameriprise Financial Services, LLC San Diego CA 5898 Copley Dr",scott.kramling@ampf.com,,Salesforce
11188641,Inactive Investor,Peter Mondero,Family Wealth Advisor;Financial Advisor;Senior Portfolio Management Director;Senior Vice President,Morgan Stanley Carlsbad CA 5796 Armada Dr,peter.mondero@morganstanley.com,,Salesforce
11003787,Inactive Investor,Christian DeWitt,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",,,Salesforce
10770087,Inactive Investor,Dorothy Clyne,Executive Director,J.P. Morgan Securities LLC New Orleans LA 201 Saint Charles Ave,dorothy.m.clyne@jpmorgan.com,,Salesforce
10826378,Inactive Investor,James Johnson,Partner,"Stifel Independent Advisors, LLC Saint Louis MO 9630 Clayton Rd",johnsonj@stifelindependence.com,,Salesforce
221997,,Lorenzo Paloscia,Research And Development,Acm,lpaloscia@asymmetriccap.com,612-217-1143,Manual List Upload
11050290,Inactive Investor,Charles Pettit,Chief Compliance Officer;Managing Member,CSP Financial Group LLC Scottsdale AZ 9375 E Shea Blvd,charles@cspfgllc.com,,Salesforce
10850308,Inactive Investor,Larry Nix,Financial Advisor,Edward Jones Hamilton AL 1500 Military St S,larry.nix@edwardjones.com,,Salesforce
11051401,Inactive Investor,Basil Alsikafi,Managing Partner;Portfolio Manager,White Brook Capital,basil.alsikafi@whitebrookcapital.com,,Salesforce
10935833,Inactive Investor,Sean Quirk,,Country Capital Management Company Carol Stream IL 245 S Gary Ave,sean.quirk@countryfinancial.com,,Salesforce
11146744,Inactive Investor,Steven Abrams,Financial Consultant,"NBC Securities, Inc. Cockeysville MD 6 N Park Dr",sabrams@nbcsecurities.com,,Salesforce
10791577,Inactive Investor,Shelley Titus,,"Raymond James & Associates, Inc. West Orange NJ Private Residence",shelley.titus@raymondjames.com,,Salesforce
1004712,Inactive Investor,Ken Ginsburg,,ARP Global Capital,kginsburg@arpglobalcapital.com, +97143177003,
10887588,Inactive Investor,Pamela Stoner,Senior Client Service Associate,"Raymond James & Associates, Inc. Boulder CO 1881 9th St",pam.stoner@raymondjames.com,,Salesforce
11018199,Inactive Investor,Andrew Gerth,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 1401 Manatee Ave W",agerth@ml.com,,Salesforce
10838081,Inactive Investor,Cheryl Harmelin,Financial Advisor;Financial Planning Specialist;Vice President,Morgan Stanley Boca Raton FL 1801 N Military Trl,cheryl.j.harmelin@morganstanley.com,,Salesforce
11008960,Inactive Investor,Adrienne Stern,,NYLIFE Securities LLC Stratford CT 99 Hawley Ln,,,Salesforce
11229668,Inactive Investor,Sean Thompson,,"Northwestern Mutual Investment Services, LLC Buffalo NY 4085 Seneca St",sean.thompson@nm.com,,Salesforce
9577156,,Mike Corley,,,michael.corley@wfadvisors.com,,List import
199886,,Ilkka Salo,,Tesseract Group Oy,me@ilkkasalo.com,,Initial Salesforce Import
11071570,Inactive Investor,Zachary Wilk,,Country Capital Management Company Scottsdale AZ 1375 N Scottsdale Rd,zachary.wilk@countryfinancial.com,,Salesforce
9551946,,Benjamin Silver,,,benjamin.silver@maverickcap.com,,List import
9562644,,kris bergstrom,,,thekabman@hotmail.com,,List import
10869481,Inactive Investor,Jose Bravo,Branch Manager,"Wells Fargo Clearing Services, LLC",jose.bravo@wellsfargoadvisors.com,,Salesforce
11050247,Inactive Investor,George Fahy,,LPL Financial LLC E Stroudsburg PA Private Residence,george.fahy@lpl.com,,Salesforce
11184392,Inactive Investor,Carla Rodriguez,,PFS Investments Inc. Glendora CA 101 W Bennett Ave,carla.rodriguez@primerica.com,,Salesforce
10898087,Inactive Investor,Sabin Alibrandi,,"Osaic Wealth, Inc. Capitola CA 521 Capitola Ave",,,Salesforce
11124238,Inactive Investor,Scott Chaffee,,"Raymond James Financial Services, Inc. Federal Way WA 32015 1st Ave S",scott.chaffee@raymondjames.com,,Salesforce
11095533,Inactive Investor,Mary Heath,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,,,Salesforce
10909842,Inactive Investor,John Breedlove,,NYLIFE Securities LLC Tyler TX 821 E Southeast Loop 323,jrbreedlove@ft.newyorklife.com,,Salesforce
11194931,Inactive Investor,Sheila Masterson Piazza,,"Farmers Financial Solutions, LLC Bulverde TX 29710 US Hwy 281 N",smasterson@farmersagent.com,,Salesforce
9612894,,Stephen Ginal,,,sjg5@notes.ntrs.com,,List import
10856310,Inactive Investor,Jeffrey Richardson,,"Raymond James Financial Services, Inc. Gaffney SC 1229 W Floyd Baker Blvd",jeff.richardson@raymondjames.com,,Salesforce
11126164,Inactive Investor,Jacob Johnson,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10994899,Inactive Investor,John Petruzzi,,J.P. Morgan Securities LLC Buffalo Grove IL 1525 Deerfield Pkwy,,,Salesforce
208633,,Moti Mizrahi,,[Unknown],mnmrun@gmail.com,,source
11088799,Inactive Investor,Denice Bertucci-Hinderer,,"First Command Brokerage Services, Inc. Silverdale WA 10049 Kitsap Mall Blvd NW",dmbertuccihinderer@firstcommand.com,,Salesforce
10851577,Inactive Investor,Regan Weidner,Financial Advisor,Rosemeyer Management Group,regan@rosemeyermg.com,,Salesforce
11171686,Inactive Investor,Eduardo Leon,,J.P. Morgan Securities LLC Vista CA 985 E Vista Way,eduardo.leon@jpmorgan.com,,Salesforce
11172577,Inactive Investor,Zachary Ross,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Oak Harbor OH 215 W Water St",zachary.ross@usbank.com,,Salesforce
11175442,Inactive Investor,Philip Delord,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Scottsdale AZ 16220 N Scottsdale Rd",pdelord@ampf.com,,Salesforce
11067201,Inactive Investor,David Whitfield,,Fidelity Brokerage Services LLC Louisville KY 500 N Hurstbourne Pkwy,brian.whitfield@fmr.com,,Salesforce
10620094,,Sergio Gonzalez,,,sgonzalez@oldsecond.com,,List Import
69478,,Daniel Rickett,Investment Advisor Representative,"Voya Financial Advisors, Inc.",dan.rickett@voya.com,651-665-4300,
10968603,Inactive Investor,Alejandro Goicoechea,,"Truist Investment Services, Inc. Tampa FL 3825 S Dale Mabry Hwy",alejandro.a.goicoechea@truist.com,,Salesforce
213246,,Ray Fuller,,UBS Wealth Management,ray.fuller@ubs.com,,Direct
11192135,Inactive Investor,Evan Esselman,Financial Advisor,Edward Jones Waxahachie TX 714 Ferris Ave,evan.esselman@edwardjones.com,,Salesforce
11056240,Inactive Investor,Sean Considine,Financial Planner,LPL Financial LLC Byron IL 200 N Walnut St,sean.considine@lpl.com,,Salesforce
10958494,Inactive Investor,Fabian Gutierrez,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tallahassee FL 1276 Metropolitan Blvd",,,Salesforce
9578532,,Don D,,,2stuw@emailisvalid.com,,List import
10982089,Inactive Investor,George Chobany,Financial Advisor,"Osaic Wealth, Inc. Carmel CA 200 Clock Tower Pl",,,Salesforce
10887486,Inactive Investor,David Simmons,,State Farm VP Management Corp. Austin TX 1910 W Braker Ln,david.simmons.mxjg@statefarm.com,,Salesforce
10874991,Inactive Investor,Stephanie Lawson,,"Sanctuary Securities, Inc. Slidell LA 2054 Gause Blvd E",slawson@sanctuarywealth.com,,Salesforce
10977973,Inactive Investor,Jordan Wertheim,,Fidelity Brokerage Services LLC Newport Beach CA 1600 Newport Center Dr,,,Salesforce
232555,, -,,[[Unknown]],abetodd69@yahoo.com,,Organic Search
11014208,Inactive Investor,Jeffrey Tanner,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
10954945,Inactive Investor,Dakota Cammarn,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
10661957,,Todd Vender,,,tvender@blackbirdinv.com,,List Import
219997,,B Rob,,[Unknown],robbieburns6565@aol.com,,
10781490,Inactive Investor,Scott Rosenberg,Financial Advisor;Managing Director - Wealth Management;Private Wealth Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,scott.rosenberg@ubs.com,,Salesforce
10789180,Inactive Investor,Christopher Deshano,,"Cambridge Investment Research, Inc. Denver CO 355 S Teller St",,,Salesforce
10802662,Inactive Investor,Robert Seaman,Financial Advisor,"Wells Fargo Clearing Services, LLC Canton OH 4601 Fulton Dr NW",robert.seaman@wellsfargoadvisors.com,,Salesforce
7156405,,Vsgawe Werbjm,,,vdvvss@companyemail.com,,Web Form Fillout
11192309,Inactive Investor,John Briscoe,Financial Advisor,Convergence Financial,jbriscoe@convergence-financial.com,,Salesforce
11019294,Inactive Investor,Steven Cannatella,Investment Advisor Representative,"Principal Securities, Inc. Danville CA 871 Richard Ln",cannatella.steve@principal.com,,Salesforce
11205210,Inactive Investor,Chelcie Sirvid,,"First Command Brokerage Services, Inc. Valdosta GA 4333 Bemiss Rd",csirvid@firstcommand.com,,Salesforce
11198728,Inactive Investor,Anne Nemeth,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11172512,Inactive Investor,Andrew Leach,Associate Wealth Advisor;Portfolio Manager,"Buckingham Strategic Wealth, LLC Bethesda MD 7315 Wisconsin Ave",aleach@buckinghamgroup.com,,Salesforce
11174071,Inactive Investor,David Dickman,Chief Compliance Officer;Founder;Managing Partner,Mindful Wealth LLC,,,Salesforce
11004428,Inactive Investor,Tyler Hansen,,Country Capital Management Company Walnut IL 102 N Main,tyler.hansen@countryfinancial.com,,Salesforce
10615893,,Richard Bone,,,richard.bone@raymondjames.com,,List Import
11192804,Inactive Investor,Jason Buckley,,"Kestra Investment Services, LLC Greenville SC 40 W Broad St",,,Salesforce
10789841,Inactive Investor,Richard Tenison,Investment Executive,"Fifth Third Securities, Inc. Evansville IN 661 S Green River Rd",richard.tenison@53.com,,Salesforce
11135047,Inactive Investor,Vincent Cardullo,Financial Advisor,LPL Financial LLC Lindenhurst NY 940 Rte 109,vincent.cardullo@lpl.com,,Salesforce
10781227,Inactive Investor,Richard Kimpling,Financial Advisor,Edward Jones Cleveland GA 64 N Brooks St,rick.kimpling@edwardjones.com,,Salesforce
10980189,Inactive Investor,Michelle Jones,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,,,Salesforce
11138546,Inactive Investor,Patrick Maher,,AW Securities,,,Salesforce
10838686,Inactive Investor,Sean Wynne,,Edward Jones Rockaway Park NY 11510 Beach Channel Dr,sean.wynne@edwardjones.com,,Salesforce
11106621,Inactive Investor,Grace Grifferty,Financial Advisor,Morgan Stanley Chicago IL 227 W Monroe St,grace.grifferty@morganstanley.com,,Salesforce
10789986,Inactive Investor,John Young,,"Raymond James Financial Services, Inc. Boulder CO 3601 Arapahoe Ave",john.young@raymondjames.com,,Salesforce
11019817,Inactive Investor,Charles Ham,,J.P. Morgan Securities LLC New York NY 410 Park Ave,charles.ham@jpmorgan.com,,Salesforce
10855668,Inactive Investor,Michael Brakey,Head - Client Solutions;Managing Director,Rockefeller Financial LLC Dallas TX 300 Crescent Ct,mbrakey@rockco.com,,Salesforce
9581399,,Karen Duvon,,,karen.duvon@lfg.com,,List import
11142450,Inactive Investor,Patrick Hoffman,,LPL Financial LLC Germantown TN 1910 Exeter Rd,patrick.hoffman@lpl.com,,Salesforce
10897204,Inactive Investor,Kelly Cochran,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boulder CO 921 Walnut St",kelly.cochran@ml.com,,Salesforce
10857809,Inactive Investor,Jeffrey Genkinger,Financial Advisor,Janney Montgomery Scott LLC New Castle PA 101 Nesbitt Rd,jgenkinger@janney.com,,Salesforce
11062646,Inactive Investor,James Morgan,,State Farm VP Management Corp. Wichita KS 13303 W Maple St,,,Salesforce
10947947,Inactive Investor,Cody Maxwell,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",cody.maxwell@nm.com,,Salesforce
10789171,Inactive Investor,John Albertson,,"Northwestern Mutual Investment Services, LLC Greensboro NC 333 N Greene St",tim.albertson@nm.com,,Salesforce
11113758,Inactive Investor,Nancy Okoye,,PFS Investments Inc. Douglasville GA 8301 Office Park Dr,nancy.ononye@primerica.com,,Salesforce
10841350,Inactive Investor,Amy Roberts,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Bethesda MD 7200 Wisconsin Ave",,,Salesforce
11070841,Inactive Investor,Frank Grippo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Southampton NY 60 Jagger Ln",frank.grippo@ml.com,,Salesforce
11148596,Inactive Investor,Katherine Condy,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Stamford CT 3 Landmark Sq",katherine.condy@rbc.com,,Salesforce
9571629,,Walter Matisewski,,,wmatisewski@sagepointadvisor.com,,List import
10930757,Inactive Investor,Mary Coleman,,LPL Financial LLC Hauppauge NY 1600 Calebs Path Ext,katie.coleman@lpl.com,,Salesforce
226709,, -,,[[Unknown]],casey965@yahoo.com,,Initial Salesforce Import
9564944,,Charles McNeilly,,,charlie.mcneilly@voyafa.com,,List import
10959984,Inactive Investor,Mitchell Berner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11044091,Inactive Investor,John Rinehart,Financial Advisor,Edward Jones Green Valley AZ 210 W Continental Rd,john.rinehart@edwardjones.com,,Salesforce
194005,,STEPH FERENCE,CORPORATE ASSOCIATE,MORRISON & FOERSTER LLP,sference@mofo.com,646-262-7933,
336656,,Jacob Rothman,Portfolio Manager,Dynamic Beta Investments Llc,jrothman@beachheadcapital.com,646-837-7030,Manual List Upload
9583770,,Nathan Crouch,,,ncrouch@berthelrep.com,,List import
10772061,Inactive Investor,Thomas Sill,Senior Financial Advisor,PNC Investments Cleveland OH 1900 E 9th St,thomas.sill@pnc.com,,Salesforce
10615957,,Stephen Half,,,stephen_half@ml.com,,List Import
10847218,Inactive Investor,James Hess,Managing Principal;President,"Whitcomb & Hess, Inc.",jhess@whitcomb.com,,Salesforce
10789523,Inactive Investor,Adam Green,,J.P. Morgan Securities LLC San Mateo CA 1730 S El Camino Real,adam.c.green@jpmorgan.com,,Salesforce
10838198,Inactive Investor,Eric Marvin,Chief Compliance Officer;Chief Executive Officer;Co-Founder,"M&M Wealth Management, LLC",,,Salesforce
8699507,,Benjamin Stauffer,,,bstauffer2005@hotmail.com,,Web Form Fillout
343280,, -,,[[Unknown]],mail@somogyipeti.hu,,
10919396,Inactive Investor,Richard Allen,,"Farmers Financial Solutions, LLC Loretto MN 4700 County Road 19",richard.mvan@farmersagency.com,,Salesforce
9592139,,Taylor Stokes,,,taylor@stokescapitaladvisors.com,,List import
10950184,Inactive Investor,Kenneth Mann,,SC&H Capital Corporation,,,Salesforce
9630745,,jim ducken,,,rebbit@gmail.com,,List import
10845744,Inactive Investor,Douglas Wall,Chief Investment Officer;Co-Founder;Managing Member,"Grey Rock Asset Management, LLC",,,Salesforce
9557856,,Shawn Chando,,,schando@ayco.com,,List import
11163625,Inactive Investor,Eric Meyer,Chief Compliance Officer,"Greenfield Seitz Capital Management, LLC",eric@gscapital.net,,Salesforce
11151945,Inactive Investor,Benjamin Gravina,Financial Advisor,Morgan Stanley Blue Bell PA 1787 Sentry Pkwy W,ben.gravina@morganstanley.com,,Salesforce
10840803,Inactive Investor,Nanlan Ou,,Citigroup Global Markets Inc. San Francisco CA 1 Market Plz,nanlan.ou@citi.com,,Salesforce
10614211,,Harvey Mutterperl,Financial Advisor,,harvey.mutterperl@wellsfargoadvisors.com,,List Import
11182080,Inactive Investor,Donald Huber,Chief Compliance Officer;Managing Member;Managing Partner,Cornerstone Advisory Baltimore MD 1 E Franklin St,don@cornerstoneadvisory.com,,Salesforce
11180427,Inactive Investor,Lisa Chambers,Financial Advisor,"OneAmerica Securities, Inc. Fort Myers Beach FL Private Residence",,,Salesforce
10889768,Inactive Investor,Michael Mema,,Fidelity Brokerage Services LLC Englishtown NJ 198 US Hwy 9,michaelmema.team@fidelity.com,,Salesforce
11096248,Inactive Investor,Brandon Crist,Financial Advisor;Financial Professional,"Equitable Advisors, LLC Queensbury NY Private Residence",brandon.crist@equitable.com,,Salesforce
10967353,Inactive Investor,Paul Turco,Chief Compliance Officer;Director - Wealth Management;Managing Member,Bull & Bear Advisors LLC,paul@bull-bear.com,,Salesforce
86286,,Jeff Aaron,Senior RM,Putnam,jeff_aaron@putnam.com,,Event
11141353,Inactive Investor,Foster Burke,,"Allstate Financial Services, LLC East Brunswick NJ 385 State Rte 18",fosterburke@allstate.com,,Salesforce
10761562,Inactive Investor,Marvin McIntyre,Global Sports and Entertainment Director;Managing Director;Private Wealth Advisor,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,marvin.mcintyre@morganstanley.com,,Salesforce
11070881,Inactive Investor,Cynthia Laroche,Financial Professional,LPL Financial LLC Park City UT Private Residence,cynthia.laroche@lpl.com,,Salesforce
11189393,Inactive Investor,Nicholas Liucci,,Morgan Stanley Westport CT 500 Post Road E,,,Salesforce
11003748,Inactive Investor,Julie Lucas,Financial Advisor,Edward Jones Fayette AL 204 Temple Ave S,julie.franks@edwardjones.com,,Salesforce
11013699,Inactive Investor,Melissa Wolfe,,Country Capital Management Company Freeport IL 632 W South St,melissa.buss@countryfinancial.com,,Salesforce
11055512,Inactive Investor,Ryan Crossley,Financial Advisor,"Wells Fargo Clearing Services, LLC Wausau WI 2620 Stewart Ave",ryan.crossley@wellsfargoadvisors.com,,Salesforce
9591969,,Alex Honchar,,,rachnogstyle@gmail.com,,List import
10989041,Inactive Investor,Robert Harper,,Deutsche Bank Securities Inc.,,,Salesforce
11167762,Inactive Investor,Xavier Aguayo Diaz,Senior Vice President - Wealth Management,UBS Financial Services Inc. San Juan PR 250 Ave Munoz Rivera,xavier.aguayo@ubs.com,,Salesforce
9546826,,Paige Williams,,,pwilliams@bkd.com,,List import
11134697,Inactive Investor,Lee Springer,Financial Advisor;First Vice President - Wealth Management,Janney Montgomery Scott LLC Washington DC 1255 23rd St NW,leespringer@janney.com,,Salesforce
10789174,Inactive Investor,James Holt,,"Wells Fargo Clearing Services, LLC Palm Springs CA 5200 E Ramon Rd",,,Salesforce
11074270,Inactive Investor,Deborah Saas,Private Wealth Manager,Center For Wealth Management Advisory,deborah@centerforwealthmanagement.com,,Salesforce
10885241,Inactive Investor,William Haney,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
10922241,Inactive Investor,David Bucciferro,,"Osaic Wealth, Inc. Yorkville IL 664 W Veterans Pkwy",,,Salesforce
11161520,Inactive Investor,Robert Jackson,Associate,Thrivent Investment Management Inc. Andover MN 1889 Station Pkwy NW,robert.jackson@thrivent.com,,Salesforce
11034203,Inactive Investor,Dean Urspruch,,PFS Investments Inc. Madison TN 223 Madison St,deanaurspruch@primerica.com,,Salesforce
11076134,Inactive Investor,Takoiya Ceasar,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9643760,,Kevin Trainor,,,kevinptrainor@gmail.com,,List import
9589963,,Anastasia Amoroso,,,aamoroso@icapitalnetwork.com,,List import
10843621,Inactive Investor,Seddon Nelson,President,SCN Capital Management,,,Salesforce
9551073,,Trang Dinh-Noonan,,,trang.dinh-noonan@transamerica.com,,List import
10948501,Inactive Investor,Yajaira Balbi,,J.P. Morgan Securities LLC Homestead FL 1071 N Homestead Blvd,yajaira.balbi@chase.com,,Salesforce
222519,,Niko Koteli,,[Unknown],nikokoteli19@gmail.com,,
10658829,,Daniel Feiertag,,,daniel.feiertag@primerica.com,,List Import
238552,,julian.mayo@universal-investment.com Mayo,,[Unknown],julian.mayo@universal-investment.com,,source
10817703,Inactive Investor,Sunho Lee,Owner,Salem Asset Management South Salem NY 5 Harbor Pl,,,Salesforce
11161248,Inactive Investor,Emily Andrew,Assistant Vice President;Wealth Management Associate,Morgan Stanley San Francisco CA 555 California St,emily.daoro@morganstanley.com,,Salesforce
11222423,,William Austin,,,waustin@commonwealth.com,,List Import
9625526,,David Levine,,,dovidler@yahoo.com,,List import
8480564,,Scott Schoenfeld,,Voya Investment Management/Pomona Capital,scott.schoenfeld@voya.com,(913) 485-5869,List Import
11154049,Inactive Investor,Chad Esposito,Senior Manager,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10796714,Inactive Investor,Steven Abrahamson,Financial Advisor;First Vice President;Vice President,"RBC Capital Markets, LLC Sturgeon Bay WI 756 Jefferson St",steven.abrahamson@rbc.com,,Salesforce
11143416,Inactive Investor,Mary Early,Managing Representative,"Transamerica Financial Advisors, Inc Miami FL 6505 Waterford District Dr",mary.roberts@tfaconnect.com,,Salesforce
11236481,Inactive Investor,Skylar Atkins,Financial Advisor,Marble Trail Advisors,skylar@marbletrail.com,,Salesforce
10935150,Inactive Investor,Dawn Bembenek,,LPL Financial LLC Amery WI 115 Keller Ave N,dawn.bembenek@lpl.com,,Salesforce
11014684,Inactive Investor,Kailee Place,Investment Representative,"Fifth Third Securities, Inc. Muskegon MI 621 Dykstra Rd",kailee.place@53.com,,Salesforce
11085573,Inactive Investor,Ryan Greer,Financial Advisor,"Raymond James & Associates, Inc. Knoxville TN 11400 Parkside Dr",ryan.greer@raymondjames.com,,Salesforce
11209854,Inactive Investor,Matthew Hale,Private Client Advisor,J.P. Morgan Securities LLC Boca Raton FL 17955 S Military Trl,matthew.hale@jpmorgan.com,,Salesforce
10467270,,Darian Burden,,,daburdtwin@gmail.con,,Web Form Fillout
10784790,Inactive Investor,Claes Molander,Financial Advisor;First Vice President;Insurance Planning Director,Morgan Stanley Irvine CA 1901 Main St,claes.molander@morganstanley.com,,Salesforce
211940,,Edwin Robins,Managing Principal,"JT Stratford, LLC",erobins@jtstratford.com,336-765-7595,News & Research
9400621,,Ryan Forbrich,,,rforbrich@acorn-financial.com,,Web form fillout
11074094,Inactive Investor,Vern Roach,Financial Advisor,Edward Jones Indianapolis IN 8150 Oaklandon Rd,vern.roach@edwardjones.com,,Salesforce
10923326,Inactive Investor,Rose Gillespie,Financial Advisor,"Ameriprise Financial Services, LLC Lake Elmo MN 12435 55th St N",rose.1.kaetterhenry@ampf.com,,Salesforce
9579262,,Marco ADAMO,,,ma3701@gmail.com,,List import
9543723,,Emmanuel Nnacheta,,,emmyfount123@gmail.com,,List import
10954260,Inactive Investor,Thomas Cain,,Kovack Securities Inc. Richmond VA 416 W Franklin St,,,Salesforce
10924303,Inactive Investor,Jerry Tucker,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
10995506,Inactive Investor,Karan Chainani,Regional Vice President;Vice President,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",karan.chainani@equitable.com,,Salesforce
11255230,Inactive Investor,Leonard Taylor,Senior Financial Advisor,"Summit Global Investments, LLC",,,Salesforce
204939,,Colleen Lorenz,,Self employed,collmar@comcast.net,6305468619,
9602609,,Marlon Philip,,,marlon.philip14@gmail.com,,List import
9602340,,Alex Olsen,,,alex.olsen@personalcapital.com,,List import
10953898,Inactive Investor,Michael Mechler,,Cetera Investment Services LLC New Orleans LA 701 Poydras St,,,Salesforce
11131702,Inactive Investor,Edward Magett,Financial Advisor,GWN Securities Inc. Hauppauge NY 1300 Veterans Hwy,emagett@gwnsecurities.com,,Salesforce
11131775,Inactive Investor,David Jacobius,Director - Sales,"MML Investors Services, LLC Winston Salem NC 203 S Stratford Rd",djacobius@financialguide.com,,Salesforce
11153080,Inactive Investor,Tyler Holmes,,"W&S Brokerage Services, Inc. Hermitage PA 157 N Hermitage Rd",,,Salesforce
11140430,Inactive Investor,Jason Navarro,Investment Advisor,Commonwealth Financial Network Danvers MA 27 Garden St,jnavarro@commonwealth.com,,Salesforce
6523517,,pozz ndcg,,,sexike7983@ezgiant.com,,Web Form Fillout
10899803,Inactive Investor,Sarah Mhareb,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11094767,Inactive Investor,Steven Conard,Owner;Shareholder,Compass Financial Services,steve.conard@compassiowa.com,,Salesforce
10983426,Inactive Investor,Patrick Borum,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids MI 250 Monroe Ave NW",patrick.borum@ml.com,,Salesforce
10661864,,Rorik Larson,,,rorik@essentialfinancialstrategies.com,,List Import
9619040,,Raghu Desikan,,,raghudesikan@yahoo.com,,List import
10847945,Inactive Investor,Andrew Hanna,Private Wealth Advisor,"Ameriprise Financial Services, LLC Atlanta GA 3475 Lenox Rd NE",andrew.a.hanna@ampf.com,,Salesforce
10893394,Inactive Investor,Tara Rog,Account Executive,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,t.rog@fi.com,,Salesforce
11038760,Inactive Investor,William Dugdale,,"Sanford C. Bernstein & Co., LLC Wilmington DE 1105 N Market St",william.dugdale@bernstein.com,,Salesforce
8480537,,Marshall Lund,,Creative Planning,marshall.lund@creativeplanning.com,,List Import
9620175,,Anuj Desai,,,anujd78@gmail.com,,List import
10825268,Inactive Investor,Ivy Edmunds,Senior Client Service Associate,UBS Financial Services Inc. San Diego CA 600 W Broadway,ivy.povoa@ubs.com,,Salesforce
11117349,Inactive Investor,Daniel McNelis,Private Client Banker,J.P. Morgan Securities LLC Indianapolis IN 11735 Fox Rd,daniel.j.mcnelis@jpmorgan.com,,Salesforce
9568355,,Scott Bonacci,,,scott.bonacci@fmr.com,,List import
10998878,Inactive Investor,Jennifer Swift,,J.P. Morgan Securities LLC Hanover MA 1441 Washington St,jennifer.swift@chase.com,,Salesforce
11021513,Inactive Investor,Westen Cantu,,J.P. Morgan Securities LLC Carmel CA 26378 Carmel Rancho Ln,westen.cantu@jpmorgan.com,,Salesforce
10842923,Inactive Investor,Harry Boesch,Financial Advisor,Wellington Investment Advisors Richland MI 8801 N 32nd St,harry@wellingtoninvestmentadvisors.com,,Salesforce
9590726,,Darryl Johnson,,,darryljjohnson@yahoo.com,,List import
10774578,Inactive Investor,Michael Larocca,Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Canfield OH 3731 Boardman Canfield Rd",michael.a.larocca@wellsfargoadvisors.com,,Salesforce
227086,, -,,[[Unknown]],atuljain68@yahoo.ca,,Organic Search
10790840,Inactive Investor,Erica Zimmer,,"Bessemer Investor Services, Inc. West Palm Beach FL 525 Okeechobee Blvd",bergner@bessemer.com,,Salesforce
9596800,,Kurt Beimfohr,,,kbeimfohr@knightsb.com,,List import
11052280,Inactive Investor,Hunter Mulder,,"Stifel, Nicolaus & Company, Incorporated Corpus Christi TX 500 N Shoreline Blvd",,,Salesforce
11144482,Inactive Investor,James Sumpter,Vice President;Wealth Manager,"RFG Advisory, LLC Birmingham AL 1400 Urban Center Dr",jsumpter@rfgadvisory.com,,Salesforce
9561433,,Lorenzo Valdez,,,lorenzovaldez493@gmail.com,,List import
11109003,Inactive Investor,Steven Paul,,Citigroup Global Markets Inc.,,,Salesforce
10770840,Inactive Investor,Fred Semasko,,"First Command Brokerage Services, Inc. Niceville FL 319 John Sims Pkwy E",frsemasko@firstcommand.com,,Salesforce
223414,,Sanjay Bhatia,managing Director,Alpen Capital,sanjay.bhatia@alpencapital.com,,
10783554,Inactive Investor,Cornelia Mallari,Senior Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Annapolis MD 1901 Towne Centre Blvd",cornelia.mallari@schwab.com,,Salesforce
10989061,Inactive Investor,Nicholas Scheibel,Advisor;Senior Advisor,"JNBA Financial Advisors, LLC",,,Salesforce
11207491,Inactive Investor,Sandra Adam,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",sandra_adam@ml.com,,Salesforce
9614478,,Tracey Taylor,,,ttaylor21212121@yahoo.com,,List import
11229337,Inactive Investor,Isabella Mcdonald,,William Blair New York NY 1166 Avenue of the Americas,,,Salesforce
10818737,Inactive Investor,Autumn Gonzalez,Associate,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,autumn.gonzalez@jpmorgan.com,,Salesforce
148534,,gao xiang,,[Unknown],9066166@gmail.com,16692502999,
11181409,Inactive Investor,Mary Macukas,Branch Manager;First Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Santa Fe NM 130 Lincoln Ave",mary.macukas@stifel.com,,Salesforce
9604815,,Veronica Polk,,,veron.polk86@gmail.com,,List import
11106891,Inactive Investor,Austin Buck,Financial Advisor,LPL Financial LLC Lees Summit MO 1741 NE Douglas St,austin.buck@lpl.com,,Salesforce
339664,,Monty Yort,Managing Partner,"Gennx360 Management Company, Llc",myort@gennx360.com,212-257-6782,Manual List Upload
10919912,Inactive Investor,Brian Gunnels,,"Carty & Company, Inc. Little Rock AR 900 S Shackleford Rd",bgunnels@cartyco.com,,Salesforce
9582012,,Jorge Correia,,,d123phy@gmail.com,,List import
11015872,Inactive Investor,Ryan Still,,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",stillr@stifel.com,,Salesforce
10950046,Inactive Investor,Brandon Fresard,,Advisor Resource Council Southlake TX 700 N Carroll Ave,,,Salesforce
9600002,,Donald Taylor,,,don@trustfirst.com,,List import
9566135,,Mohammad Hasnain,,,whasnain@hotmail.com,,List import
205264,,Yehia Kotp,,[Unknown],yehia.kotp@outlook.com,,
11238837,Inactive Investor,Corey Dossett,,ParkerGale,corey@parkergale.com,,Salesforce
10889333,Inactive Investor,Stephan Sandoval,Relationship Manager,"Principal Securities, Inc. San Diego CA Private Residence",sandoval.stephan@principal.com,,Salesforce
10969796,Inactive Investor,Douglas Roberts,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,,,Salesforce
11235877,Inactive Investor,Charles Brocato,Senior Plan Advisor,NFP Retirement Inc.,,,Salesforce
11113586,Inactive Investor,Salim Augustyn,,"U.S. Bancorp Investments, Inc. San Francisco CA 3550 Geary Blvd",salim.augustyn@usbank.com,,Salesforce
10808175,Inactive Investor,Robert Hendrickson,,State Farm VP Management Corp. Gresham OR 2951 NW Division St,rob.hendrickson.fhu1@statefarm.com,,Salesforce
10909057,Inactive Investor,Ryan Hetland,,"LaSalle St Securities, L.L.C. Rhinelander WI 10 E Courtney St",rhetland@lasallest.com,,Salesforce
10831600,Inactive Investor,Yupeng Yang,Client Service Associate,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
10823695,Inactive Investor,Levanza Breeland,,"Wells Fargo Clearing Services, LLC Charlotte NC 1525 W W T Harris Blvd",levanza.breeland@wfadvisors.com,,Salesforce
10773546,Inactive Investor,Joseph Marsh,Senior Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,joseph.marsh@ubs.com,,Salesforce
10941114,Inactive Investor,Naomi Hilliard,,"Wells Fargo Clearing Services, LLC Fort Collins CO 3600 S College Ave",,,Salesforce
11037280,Inactive Investor,Morgan Fleming,Consulting Group Analyst,Morgan Stanley Dallas TX 2121 N Pearl St,morgan.fleming@morganstanley.com,,Salesforce
220592,,randy shaffer,,n/a,rlksha881@gmail.com,(330) 758-7464,
11057636,Inactive Investor,Nicholas Acri,,"Cambridge Investment Research, Inc. Battle Creek MI 77 Michigan Ave E",,,Salesforce
11179827,Inactive Investor,Aaron Ifft,Financial Advisor,Edward Jones Mattoon IL 708 Broadway Ave,aaron.ifft@edwardjones.com,,Salesforce
10836166,Inactive Investor,William Sloneker,Chairman;Chief Executive Officer;Managing Director;Portfolio Manager,Cincinnati Asset Management Inc Cincinnati OH 4350 Glendale Milford Rd,,,Salesforce
9559481,,Ziya Erdemir,,,ziyaerdemir@yahoo.com,,List import
9631161,,Paulo Fernando Braga,,,bragabtc@gmail.com,,List import
10766543,Inactive Investor,Tobin Lyon,,"TIAA-CREF Individual & Institutional Services, LLC Charlotte NC 8500 Andrew Carnegie Blvd",tlyon@tiaa.org,,Salesforce
10992346,Inactive Investor,Henry Wixon,,PNC Investments Frederick MD 1305 W 7th St,henry.wixon@pnc.com,,Salesforce
1003465,Inactive Investor,Jason Jones,,VIA Folio,jjones1@gmail.com,,3rd Party Lead Gen
345166,,Mark Santelli,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",mark.santelli@ceteraadvisors.com,585-231-1595,Manual List Upload
10959706,Inactive Investor,Kyle Ziegler,,Fidelity Brokerage Services LLC Boca Raton FL 1400 Glades Rd,,,Salesforce
10756448,Inactive Investor,Robert Kmec,Senior Wealth Consultant,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",robert.kmec@schwab.com,,Salesforce
9586391,,Lawrence Jackson,,,lawrence.jackson@cfdinvestments.com,,List import
205302,,Stephen Williams,,"MML Investors Services, LLC",stephenrwilliams@financialguide.com,814-808-8048,
10972099,Inactive Investor,Aaron Wilson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11146517,Inactive Investor,Fabian Schmilovich,,Morgan Stanley Miami FL 20807 Biscayne Blvd,fabian.schmilovich@morganstanley.com,,Salesforce
213208,,Jeffery Argrave,,[Unknown],goat0474@gmail.com,,source
10493847,,Elrich Martin,,,elrichmartin36@gmail.com,,Web Form Fillout
1002092,Inactive Investor,Jeff Lambert,Vice President of Family Services,Ottawa Avenue Private Capital,jeffl@rdvcorp.com, +1 616 643 4755,
11186077,Inactive Investor,Christopher Sleutjes,,Jefferies LLC,,,Salesforce
10619181,,Ilija Matoski,,,ilija.matoski@benjaminfedwards.com,,List Import
11218292,,Kyle Johnson,,,johnson.kyle@principal.com,,List Import
9570064,,Anthony Blenk,,,tonyblenk@tonyblenkpartners.com,,List import
10757630,Inactive Investor,Geralyn Schroth,Assistant Vice President - Wealth Management;Financial Advisor;Senior Portfolio Manager,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,geralyn.schroth@morganstanley.com,,Salesforce
10931285,Inactive Investor,Jaime Gutierrez,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio TX 1803 Broadway St",,,Salesforce
10993704,Inactive Investor,Andrew Hofstetter,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,andrew.hofstetter@jpmorgan.com,,Salesforce
11131628,Inactive Investor,William Lynch,Director - Investments;Vice President,Hinsdale Associates,wlynch@hinsdaleassociates.com,,Salesforce
11018091,Inactive Investor,Stephen Tan,,Founders Financial Securities LLC Columbia MD 9250 Rumsey Rd,,,Salesforce
11173065,Inactive Investor,Dexter Burlew,,Cetera Advisor Networks LLC Manassas VA 9265 Corporate Cir,,,Salesforce
6323258,,Bi Sa,,,bsa92295@gmail.com,,Web form fillout
11043819,Inactive Investor,Cambria Anderson,,J.P. Morgan Securities LLC Fishers IN 9601 Lantern Rd,cambria.anderson@chase.com,,Salesforce
9548086,,Kehong Lu,,,kehonglu@qq.com,,List import
11008522,Inactive Investor,Joseph Thomas,,"MML Investors Services, LLC Columbia MO 110 N 10th St",thomasj@financialguide.com,,Salesforce
10840884,Inactive Investor,Michael Fetzner,Financial Advisor,LPL Financial LLC Londonderry NH 50 Nashua Rd,michael.fetzner@lpl.com,,Salesforce
9643928,,Bent Hansen DK,,,bentdk@hotmail.com,,List import
9583228,,Jason Butterfield,,,jason.butterfield@jvbco.com,,List import
11066719,Inactive Investor,Omar Smith,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11090897,Inactive Investor,Cory Paton,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",cory.paton@ml.com,,Salesforce
11016789,Inactive Investor,Nicole Ayub,Senior Wealth Strategy Associate,UBS Financial Services Inc. Stamford CT 600 Washington Blvd,nicole.ayub@ubs.com,,Salesforce
9602922,,Rick Kahle,,,rrk@hamiltoncapital.com,,List import
211636,,Sawyer Hopkins,Bartender,N/A,sawyerquelethopkins@gmail.com,,Content
10937102,Inactive Investor,Anne Platsky,,"Ameriprise Financial Services, LLC Raleigh NC 3600 Glenwood Ave",,,Salesforce
9636301,,Roy Fairman,,,roy@fairmangroup.com,,List import
5099257,,Michael Han,,,michaelmichaelhan@yahoo.com,,Web Form Fillout
9623446,,Guschi Guschoni,,,milanzh@hotmail.com,,List import
10904204,Inactive Investor,Alysa Reinoehl,,"Raymond James Financial Services, Inc.",alysa.reinoehl@raymondjames.com,,Salesforce
11119906,Inactive Investor,Zuzana Brochu,President,Mascoma Wealth Management,zuzana.brochu@mascomabank.com,,Salesforce
11098248,Inactive Investor,Zachary Green,,"Wealth Enhancement Brokerage Services, LLC",zgreen@wealthenhancement.com,,Salesforce
11035392,Inactive Investor,Tyler Drake,,State Farm VP Management Corp. Las Vegas NV 5510 S Fort Apache Rd,,,Salesforce
11190060,Inactive Investor,Alex Hofman,,"Northwestern Mutual Investment Services, LLC Evansville IN 335 N Cross Pointe Blvd",alex.hofman@nm.com,,Salesforce
9623025,,Greg Bernett,,,greg@enrfinancial.com,,List import
10658408,,Peter Batliner,,,pbatliner@lincolninternational.com,,List Import
11043161,Inactive Investor,Alexander Brea,,"Charles Schwab & Co., Inc. Campbell CA 30 S 1st St",,,Salesforce
11212024,Inactive Investor,Brett Walker,Advisor,Commonwealth Financial Network Salisbury NH Private Residence,bwalker@commonwealth.com,,Salesforce
11101889,Inactive Investor,David Manley,,NYLIFE Securities LLC Cardiff by the Sea CA 2132 Sea Village Cir,dpmanley@ft.newyorklife.com,,Salesforce
10785293,Inactive Investor,Rebecca Riopelle,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9567015,,jay bee,,,jensbehre-buy@yahoo.de,,List import
9553669,,Stuart Fuller,,,stuartfuller@kpmg.com.au,,List import
10874727,Inactive Investor,Matthew Borel,,LPL Financial LLC Port Arthur TX 4401 Hwy 73,matt.borel@lpl.com,,Salesforce
11236776,Inactive Investor,Joshua Kosinski,Advisor,"SHP Wealth Management, LLC",joshk@shpne.com,,Salesforce
9552015,,Johnathon Gibson,,,jgibson@melvincapital.com,,List import
241361,Inactive Investor,Josh Kennedy,,Brown University Investment Office,joshua_kennedy@brown.edu,(401) 863-1000,Database Upload
342046,,Christopher Carter,Managing Partner,Natural Gas Partners Or Ngp,ccarter@ngpgap.com,972-432-1440,Manual List Upload
11117722,Inactive Investor,Larry Bitterman,,State Farm VP Management Corp. Bozeman MT 251 Edelweiss Dr,larry.bitterman.guw1@statefarm.com,,Salesforce
10531764,,Chris Cruise,Client Advisor,JP Morgan,chris.cruise@jpmorgan.com,5085664626,List Import
86095,,Raymond Castillo,,N/A,castilloraymonde@gmail.com,9954697349,Organic Search
10616545,,Dina Rubakha,,,dina.rubakha@primerica.com,,List Import
10766914,Inactive Investor,Richard Morris,Associate Vice President;Financial Advisor,Morgan Stanley Bradenton FL 1401 Manatee Ave W,richard.j.morris@morganstanley.com,,Salesforce
228485,, -,,[[Unknown]],akaros@bluefirecap.com,,
9635886,,Michael Mee,,,mmee@lfg.com,,List import
11161868,Inactive Investor,Steven Sasson,,"MML Investors Services, LLC New York NY 155 E 44th St",,,Salesforce
10814976,Inactive Investor,John Dachille,,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",john.dachille@prudential.com,,Salesforce
9580399,,Stephen Leeb,,,stephen@leeb.com,,List import
11213555,Inactive Investor,Robert Sander,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
9555183,,Barbara Auerbach,,,bauerbach@promanageplan.com,,List import
9636672,,Michael Mullan,,,michael.mullan@alphastarcm.com,,List import
10992882,Inactive Investor,Jeffrey Malaterre,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11011324,Inactive Investor,Tammy Morgan,,PFS Investments Inc. Jacksonville FL 12276 San Jose Blvd,tmorgan@primerica.com,,Salesforce
10752359,Inactive Investor,Matthew Ligon,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Traverse City MI 10850 E Traverse Hwy",matthew.ligon@wellsfargoadvisors.com,,Salesforce
10849763,Inactive Investor,Amy Holley,Financial Advisor,Edward Jones Fountain Valley CA 18837 Brookhurst St,amy.worth@edwardjones.com,,Salesforce
10906766,Inactive Investor,John Fronckowiak,,NYLIFE Securities LLC Provo UT 3305 N University Ave,jdfronckowia@ft.newyorklife.com,,Salesforce
11190558,Inactive Investor,Thomas Brown,,LPL Financial LLC Towson MD 1122 Kenilworth Dr,thomas.brown@lpl.com,,Salesforce
10808749,Inactive Investor,Nicolas Mangia,,Morgan Stanley Jericho NY 2 Jericho Plz,,,Salesforce
9631484,,Lucia Calle,,,luciacalle@live.com,,List import
9627389,,Jason Lee,,,gardenofgods@protonmail.com,,List import
10715336,,Alex O'Connell,,,yourdigitalmag@gmail.com,,Web Form Fillout
10726428,,X Y,,,xy@testmail.com,,Web Form Fillout
10757954,Inactive Investor,Jay Hochfelsen,,Cetera Advisor Networks LLC Farmingdale NY 500 BI County Blvd,,,Salesforce
231107,,Ibrahim -,,Ibrahim [[Unknown]],eadibrahim@gmail.com,,
11132058,Inactive Investor,Ying Fang,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Columbus OH 355 E Campus View Blvd",ying.fang@tfaconnect.com,,Salesforce
9586461,,Shiv Kumar Yadav,,,skywebking@gmail.com,,List import
11030756,Inactive Investor,Thomas Pelley,Financial Advisor,"Ameriprise Financial Services, LLC Wellesley Hills MA 60 Walnut St",thomas.pelley@ampf.com,,Salesforce
11041766,Inactive Investor,Robert Post,,"Wells Fargo Clearing Services, LLC Stockton CA 3121 W March Ln",bob.k.post@wellsfargoadvisors.com,,Salesforce
11130386,Inactive Investor,Jeannie Gregory Patterson,,State Farm VP Management Corp. Gallatin TN 180 N Belvedere Dr,,,Salesforce
8232,,Lucas Padres -,,[[Unknown]],lkpadres@gmail.com,,Direct
11087792,Inactive Investor,Kent Ray,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Portage MI 950 Trade Centre Way",kent.ray@stifel.com,,Salesforce
11120386,Inactive Investor,Walter Pierz,Financial Advisor,"Northwestern Mutual Investment Services, LLC Fairfield CT 1 Eliot Pl",walter.pierz@nm.com,,Salesforce
11050778,Inactive Investor,Lee Cole,,"Regulus Financial Group, LLC Petoskey MI 314 Howard St",,,Salesforce
10551352,,[Unknown],,,blythe.masters@yahoo.com,,Web Form Fillout
10571571,,Jordan Cohen,,,jordanc@kbkwealth.com,,Web Form Fillout
11147887,Inactive Investor,Todd Ferreira,Financial Advisor,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",todd.ferreira@ampf.com,,Salesforce
11029518,Inactive Investor,Jeffrey Franke,Financial Advisor,"Ameriprise Financial Services, LLC West Des Moines IA 2600 Westown Pkwy",jeffrey.c.franke@ampf.com,,Salesforce
11164480,Inactive Investor,Donald Morgan,Chief Compliance Officer;Corporate Secretary;President;Treasurer,"Morgan Consulting, Inc.",,,Salesforce
374684,,Mitchell Cuevas,,,mitchell@stacks.org,,Salesforce
10972658,Inactive Investor,Tim Sheehan,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,tim.sheehan@jpmorgan.com,,Salesforce
10838662,Inactive Investor,Daniel Collins,,"IFP Securities, LLC Tampa FL 4206 W Platt St",daniel.collins@ifpartners.com,,Salesforce
11057400,Inactive Investor,Pepe Perea,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",pepe.perea@tiaa-cref.org,,Salesforce
10825375,Inactive Investor,Robert Anderson,Chief Compliance Officer;Managing Director;Owner;Principal,"Voyager Capital Management, LLC",,,Salesforce
10852083,Inactive Investor,Richard Smith,Financial Advisor,Edward Jones Tyler TX 1397 Dominion Plz,glen.smith@edwardjones.com,,Salesforce
336583,,Josh Chittenden,Wealth Advisor,Petersen Hastings Investment Management Inc,joshc@petersenhastings.com,509-735-0484,Manual List Upload
11176098,Inactive Investor,Hugo Zazzarini,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9638894,,Nick Blasi,,,nick@frontierwealth.com,,List import
10936773,Inactive Investor,Thomson Chew,,"Cadaret, Grant & Co., Inc. Rochester NY 1150 Penfield Rd",,,Salesforce
10834980,Inactive Investor,Luis Navarro,,"VALIC Financial Advisors, Inc. El Paso TX Private Residence",luis.navarro@valic.com,,Salesforce
10510807,,Taylor Smith,,Dimensional,taylor.smith@dimensional.com,,List Import
11150590,Inactive Investor,Benjamin Cihak,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11204367,Inactive Investor,William Drogo,Financial Advisor,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,bill.drogo@edwardjones.com,,Salesforce
10975274,Inactive Investor,Marianne Woodburn,,"Labrador Investments, LLC",,,Salesforce
10801211,Inactive Investor,Richard Stocke,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Saint Louis MO 1 N Brentwood Blvd,richard.stocke@opco.com,,Salesforce
10616371,,Tara Stalesky,,,tara_stalesky@ml.com,,List Import
9615918,,Yuji Maeda,,,yuji.maeda@nomura-asset.co.uk,,List import
11035151,Inactive Investor,Naryan Leazer,,Cetera Advisor Networks LLC Milwaukee WI 1433 N Water St,,,Salesforce
10898545,Inactive Investor,Lars Erceg-Warner,Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",lars.erceg-warner@ml.com,,Salesforce
10840781,Inactive Investor,Brice Willoughby,,"Independent Financial Group, LLC Phoenix AZ 15022 S 40th Pl",,,Salesforce
10798767,Inactive Investor,Nathaniel Ramsay,Financial Advisor,"Ameriprise Financial Services, LLC Norwell MA 80 Washington St",ned.ramsay@ampf.com,,Salesforce
11082949,Inactive Investor,Anthony Mcintosh,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Acworth GA 4460 Cobb Pkwy N NW",aj.mcintosh@ml.com,,Salesforce
10473324,,Carlton Hall,,IFLA,carlton.hall@intavation.com,720-341-7100,Web Form Fillout
11053554,Inactive Investor,David Wanja,Financial Advisor,Financial Synergies,david@finsyn.com,,Salesforce
10806399,Inactive Investor,Matthew Baer,Financial Advisor,"Wells Fargo Clearing Services, LLC Pittsburgh PA 301 Grant St",matthew.baer@wellsfargoadvisors.com,,Salesforce
10887506,Inactive Investor,Paul Lambert,Wealth Management Advisor,Gill Capital Partners,plambert@gillinvest.com,,Salesforce
9615643,,Anthony Clarke,,,anthonyclarkeaj@gmail.com,,List import
9576638,,Hugh Qian,,,aurora2000s@live.com,,List import
11158714,Inactive Investor,Eric Peterson,,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
10827118,Inactive Investor,Brooks Harris,,LPL Financial LLC Alexandria LA 128 Versailles Blvd,brooks.t.harris@lpl.com,,Salesforce
11194440,Inactive Investor,Cara Castellow,,State Farm VP Management Corp. Ennis TX 500 W Ennis Ave,,,Salesforce
10876805,Inactive Investor,Blaine Houck,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10837844,Inactive Investor,Campbell Cavasso,Financial Professional,"MML Investors Services, LLC Honolulu HI 1001 Bishop St",ccavasso@financialguide.com,,Salesforce
11231677,Inactive Investor,Colin Peltier,,"Independent Financial Group, LLC Henderson NV 1368 Paseo Verde Pkwy",,,Salesforce
11011219,Inactive Investor,Stephen Corwin,,"Raymond James & Associates, Inc.",stephen.corwin@raymondjames.com,,Salesforce
10770540,Inactive Investor,Jennifer Karns,,"Stifel, Nicolaus & Company, Incorporated Franklin PA 1284 Liberty St",karnsj@stifel.com,,Salesforce
11065675,Inactive Investor,Derek Smith,Client Associate,UBS Financial Services Inc. Las Vegas NV 10801 W Charleston Blvd,,,Salesforce
10851057,Inactive Investor,Derrick Owens,,"American Fidelity Securities, Inc.",derrick.owens@af-group.com,,Salesforce
10871787,Inactive Investor,Snehal Shah,,BNY Mellon Securities Corporation New York NY 240 Greenwich St,shah.s@dreyfus.com,,Salesforce
10941147,Inactive Investor,Ross Abshire,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
11161283,Inactive Investor,Omar Adams,,"MML Investors Services, LLC",,,Salesforce
10947036,Inactive Investor,Nicholas Dippel,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",,,Salesforce
10871769,Inactive Investor,Maryanne Mitchell,Senior Vice President - Financial Counseling,Personal CFO Solutions LLC,mmitchell@personalcfosolutions.com,,Salesforce
9594083,,RyanMichael Griffin,,,ryangriffin26@ymail.com,,List import
10785256,Inactive Investor,Stacey Pressel,,Fidelity Brokerage Services LLC Troy MI 778 W Big Beaver Rd,stacey.pressel@fidelity.com,,Salesforce
10868249,Inactive Investor,Reid Beyerlein,,"Raymond James Financial Services, Inc. Berkley MI 3336 12 Mile Rd",reid.beyerlein@raymondjames.com,,Salesforce
9581783,,tomas hujo,,,hujo.tomas87@gmail.com,,List import
10866459,Inactive Investor,Bradley Knuffke,Regional Director,"Pruco Securities, LLC. Lake Oswego OR 5500 Meadows Rd",,,Salesforce
11270628,,Katie Kirby,,,katie.a.kirby@gmail.com,,Web Form Fillout
10990827,Inactive Investor,Daniel Cadar,,PFS Investments Inc. Santa Fe Springs CA 12614 Leffingwell Ave,danielcadar@primerica.com,,Salesforce
11064064,Inactive Investor,Larry Handley,Investment Advisor,PFS Investments Inc. South Holland IL 900 E 162nd St,larry.handley@primerica.com,,Salesforce
223844,,Matthew Reiner,Chief Financial Officer,Adirondack Research & Management Inc.,mreiner@adirondackfunds.com,518-690-0470,Manual List Upload
346028,,Hayley Stein,Chief Compliance Officer,Ite Management L.p.,hstein@itemgmt.com,646-779-2019,
10830251,Inactive Investor,Derrick Elliott,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 670 George Washington Hwy",derrick.elliott@ml.com,,Salesforce
10761132,Inactive Investor,Julianne Smith,Chief Compliance Officer,"Secure Planning, LLC",juliannes@secureplanning.com,,Salesforce
10914562,Inactive Investor,Stacia Wetta,Business Operations Manager;Chief Operating Officer;Treasurer,Gentry Private Wealth Wichita KS 515 S Main St,stacia.wetta@gentry-wealth.com,,Salesforce
321877,,Henry Edem,Mr.,Not applicable,esvicko@gmail.com,,Manual List Upload
11120783,Inactive Investor,Neela Soman,,NYLIFE Securities LLC Uniondale NY 333 Earle Ovington Blvd,nsoman@ft.newyorklife.com,,Salesforce
10617751,,Matthew Morris,,,matthew.morris@ubs.com,,List Import
10766648,Inactive Investor,Gary Johnson,Vice President - Private Client Group,Colliers Securities LLC Fargo ND 3170 43rd St S,gary.johnson@colliers.com,,Salesforce
9550636,,Eun Paul,,,eun.paul@mlp.com,,List import
9570986,,Ricardo Mosquera,,,rmosquera@axarcapital.com,,List import
9616625,,Zane Paxton,,,zane@g-4.com,,List import
11026081,Inactive Investor,Eric Post,Financial Specialist,Park Avenue Securities LLC Eastvale CA Private Residence,eric_post@glic.com,,Salesforce
120119,,mark wo,,????,1533780008@qq.com,15272555027,
10970315,Inactive Investor,Michael Zdenek,Associate Wealth Advisor,"Avidian Wealth Solutions, LLC",michaelzdenek@avidianwealth.com,,Salesforce
11020234,Inactive Investor,Jolanta Flis,,LPL Financial LLC Chicago IL 5960 W Irving Park Rd,jolanta.flis@lpl.com,,Salesforce
10997189,Inactive Investor,Deborah Ryan,,"Ingalls & Snyder, LLC New York NY 1325 Avenue of the Americas",dryan@ingalls.net,,Salesforce
11058713,Inactive Investor,Nicole Dresner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",nicole.dresner@ml.com,,Salesforce
11125069,Inactive Investor,William Perri,,J.P. Morgan Securities LLC San Diego CA 1881 Sunset Cliffs Blvd,william.perri@jpmorgan.com,,Salesforce
10764537,Inactive Investor,Richard Hargis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,richard.hargis@fidelity.com,,Salesforce
10822167,Inactive Investor,Benjamin Halter,Financial Advisor,Janney Montgomery Scott LLC Glastonbury CT 180 Glastonbury Blvd,,,Salesforce
11106919,Inactive Investor,Christopher Fuss,Investment Advisor,Fisher Investments Tampa FL 3109 W Dr Martin Luther King Jr Blvd,,,Salesforce
11235961,Inactive Investor,Eric Lian,Senior Wealth Advisor,"Centric Advisors, LLC",,,Salesforce
11094403,Inactive Investor,Blair White,,"Ameriprise Financial Services, LLC Bellingham WA 119 N Commercial St",blair.white@ampf.com,,Salesforce
5989060,,Babulal Ishram,,,babulalishram123@gmail.com,,Web Form Fillout
10805652,Inactive Investor,Maria Krantz,,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",maria.krantz@wellsfargoadvisors.com,,Salesforce
10898783,Inactive Investor,Scott Taylor,,"Farmers Financial Solutions, LLC Park City UT 2760 Rasmussen Rd",,,Salesforce
107460,,SSS KKK,,Blue Bell Wealth Advisors,stephen@bluebellwealth.com,,
10798831,Inactive Investor,James King,,Commonwealth Financial Network Englishtown NJ 198 Rte 9 N,,,Salesforce
371171,,Rosemarie Fleischer,,Canada,rosie@fleischer.ca,,source
10952289,Inactive Investor,Divine Onyia,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9638654,,Karen Simmons,,,karen@chescocf.org,,List import
6883406,,Kenneth David Garcia Rojas,,,kgarciarojas@ucsb.edu,,Web Form Fillout
11061566,Inactive Investor,Manuel Maurtua,,"Sabadell Securities USA, Inc.",,,Salesforce
11119953,Inactive Investor,Andrew Duff,,LPL Financial LLC Redding CA 1910 Market St,andy.duff@lpl.com,,Salesforce
10881944,Inactive Investor,Wenyong Hu,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Monterey Park CA 110 W Garvey Ave",wenyong.hu@ml.com,,Salesforce
11043314,Inactive Investor,Gregory Boyle,Chief Growth Officer;Co-Founder;Founding Partner;Managing Director,"Pallas Capital Advisors, LLC Braintree MA 45 Braintree Hill Park",greg@pallascapitaladvisors.com,,Salesforce
9629215,,Jerry Goldstein,,,jerrygoldstein@verizon.net,,List import
10952813,Inactive Investor,Vincent Yip,,Morgan Stanley Cupertino CA 20400 Stevens Creek Blvd,vince.yip@morganstanley.com,,Salesforce
11118047,Inactive Investor,Matthew Davis,Financial Planning Specialist,"Ameriprise Financial Services, LLC Inver Grove Heights MN 2918 Upper 55th St",matthew.davis@ampf.com,,Salesforce
9578949,,Kyra Morris,,,kyra.morris@mfcplanners.com,,List Import
11062359,Inactive Investor,John Hixson,Owner;Senior Financial Advisor,FMP Wealth Advisers Lake Charles LA 4841 Ihles Rd,john@fmprofessionals.com,,Salesforce
9573216,,Paul Cuomo,,,pcuomo77@gmail.com,,List import
10990006,Inactive Investor,Andrew Judd,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,,,Salesforce
11232470,Inactive Investor,Sarkis Ardjian,,PFS Investments Inc. Van Nuys CA 8311 Foothill Blvd,sardjian@primerica.com,,Salesforce
9601539,,Corey Campbell,,,ccampbell@northernpacificgroup.com,,List import
10791454,Inactive Investor,Daniel Vidovich,Financial Advisor,"Ameriprise Financial Services, LLC Fairfield NJ 350 Passaic Ave",daniel.vidovich@ampf.com,,Salesforce
11106795,Inactive Investor,Jessica Rondeau,,"MML Investors Services, LLC",,,Salesforce
11194642,Inactive Investor,Luis Kim,Regional Branch Manager;Team Lead,"Transamerica Financial Advisors, Inc Buford GA 2751 Trailing Ivy Way",l.kim@transamerica.com,,Salesforce
11010329,Inactive Investor,Kelly Grills,Associate Representative,Thrivent Investment Management Inc. Land O Lakes FL 2651 Narnia Way,kelly.grills@thrivent.com,,Salesforce
10832538,Inactive Investor,Alice Leopold-Benintendi,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. New York NY 666 3rd Ave,alice.leopold@opco.com,,Salesforce
11212689,Inactive Investor,Ladd Solomon,Vice President,Rothschild Investment LLC,lsolomon@rothschildinv.com,,Salesforce
10815295,Inactive Investor,Patricia Murphy-Radigan,First Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue WA 10400 NE 4th St",,,Salesforce
11210755,Inactive Investor,Patrick Burgess,Financial Advisor,DaVinci Financial Designs,patrick.burgess@dav-fd.com,,Salesforce
10975838,Inactive Investor,Jonathan Bailey,,Country Capital Management Company Statesboro GA 124 Savannah Ave,desmond.bailey@countryfinancial.com,,Salesforce
10782359,Inactive Investor,Jodi Mundy,,Fidelity Brokerage Services LLC,jodi.mundy@fidelity.com,,Salesforce
11260332,Inactive Investor,Joshua Sutter,Associate Representative,Thrivent Investment Management Inc.,,,Salesforce
9619394,,Alejandro Urbina,,,aurbina@silvacapitalmanagement.com,,List import
11124761,Inactive Investor,Ena Rodriguez,Relationship Officer;Vice President,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,ena.lopezrodriguez@us.hsbc.com,,Salesforce
9615964,,Joe Quill,,,jquilly1245@gmail.com,,List import
11073751,Inactive Investor,Adam Burke,Chief Compliance Officer;Financial Advisor;Founder;Managing Member,Burke Wealth Management LLC,adam@burkewealthmgmt.com,,Salesforce
11067396,Inactive Investor,Jason Ritchie,,State Farm VP Management Corp. Minneapolis MN 3200 Main St NW,jason.ritchie.mibr@statefarm.com,,Salesforce
11040538,Inactive Investor,Mark Mikel,,State Farm VP Management Corp.,markmikel@statefarm.com,,Salesforce
11046634,Inactive Investor,Laura Clark-Brown,,"J.W. Cole Financial, Inc. Clarkston MI 5840 Lorac Dr",,,Salesforce
11155709,Inactive Investor,Arnetta Brown-Porter,,NYLIFE Securities LLC West Harrison NY 777 Westchester Ave,abrownporter@ft.newyorklife.com,,Salesforce
246284,,Not Provided,,nov,gueringreen@mac.com,,Manual List Upload
10814685,Inactive Investor,Brendan O'Brien,Executive Financial Services Director;Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,brendan.f.obrien@morganstanley.com,,Salesforce
10494385,,Henry Smith,"Managing Member, Owner",HV Capital Advisors LLC,hsmith@hvcapital.net,,List Import
11054270,Inactive Investor,Douglas Devlin,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
211543,,Gene Jacobson,Paralegal,Nydfs,gene.jacobson@dfs.ny.gov,,Content
10828043,Inactive Investor,Robert Larsen,Board of Managers;Director;Private Wealth Advisor,"Executive Wealth Management, LLC",rlarsen@ewmadvisors.com,,Salesforce
10939045,Inactive Investor,Michelle Zimmerman,Chief Operating Officer;Chief Operations Officer;Regulatory Contact,Landing Point Financial Group,mzimmerman@landingpointfg.com,,Salesforce
11061927,Inactive Investor,Timothy Gore,,J.P. Morgan Securities LLC Huntersville NC 8830 Lindholm Dr,timothy.gore@jpmorgan.com,,Salesforce
10810918,Inactive Investor,Lew Lemon,Financial Advisor,LPL Financial LLC Sacramento CA 7770 College Town Dr,lew.lemon@lpl.com,,Salesforce
11202155,Inactive Investor,Shelley Hatley,Associate Financial Advisor,"Ameriprise Financial Services, LLC Austin TX 4131 Spicewood Springs Rd",shelley.d.hatley@ampf.com,,Salesforce
11190051,Inactive Investor,Jacob Worrell,,"Northwestern Mutual Investment Services, LLC New York NY 875 3rd Ave",jacob.worrell@nm.com,,Salesforce
11144957,Inactive Investor,Lindsay Capozza Miceli,Financial Advisor,"MML Investors Services, LLC Scottsdale AZ 6263 N Scottsdale Rd",lcapozza@financialguide.com,,Salesforce
11049684,Inactive Investor,Mozhgan Talebi,Private Banker,"Wells Fargo Clearing Services, LLC Los Altos CA 100 Main St",mozhgan.talebi@wellsfargoadvisors.com,,Salesforce
198775,,JAMES ARMSTRONG,CEO,CampbellStone,jamesarms@comcast.net,,Other
10852827,Inactive Investor,Wendy Lobos,,Goldman Sachs & Co. San Francisco CA 555 California St,,,Salesforce
10859048,Inactive Investor,Fred Scheller,,"Osaic Wealth, Inc. Lake Oswego OR 3 Centerpoiinte Dr",,,Salesforce
11131160,Inactive Investor,Hasan Meraj,,"Concourse Financial Group Securities, Inc. Kidron OH 4136 Kidron Rd",hasan.meraj@concoursefinancial.com,,Salesforce
9603355,,Kamogelo Maubane,,,favorbank1@gmail.com,,List import
11062210,Inactive Investor,Michael Maunz,Paraplanner,"Ameriprise Financial Services, LLC Jacksonville FL 6817 Southpoint Pkwy",michael.d.maunz@ampf.com,,Salesforce
10867712,Inactive Investor,Scott Speedy,Director - Business and Estate Planning;Partner,"Northwestern Mutual Investment Services, LLC Nashville TN 1600 Division St",scott.speedy@nm.com,,Salesforce
10906529,Inactive Investor,Kenneth Lee,Financial Advisor,LPL Financial LLC Fremont CA 39150 Fremont Blvd,ken.lee@lpl.com,,Salesforce
11067058,Inactive Investor,Christopher Gilmore,,"The Leaders Group, Inc.",,,Salesforce
11065296,Inactive Investor,Thomas Perkins,,"Hennion & Walsh, Inc.",tperkins@hennionandwalsh.com,,Salesforce
10957657,Inactive Investor,Trent Chabot,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,trent_chabot@vanguard.com,,Salesforce
11024494,Inactive Investor,Lawrence Jouet,,"Avantax Investment Services, Inc. New Orleans LA 6226 Jefferson Hwy",,,Salesforce
10959180,Inactive Investor,Amanda Ingenito,,Fidelity Brokerage Services LLC Princeton NJ 3518 US Hwy 1,,,Salesforce
10956677,Inactive Investor,Sofia Blumm,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10783788,Inactive Investor,Dennis Keyes,,"Avantax Investment Services, Inc. East Haven CT 300 Hemingway Ave",,,Salesforce
10893648,Inactive Investor,Taylor Mcclafferty,,"Raymond James Financial Services, Inc. Kailua HI 705 Kailua Rd",taylor.mcclafferty@raymondjames.com,,Salesforce
10866460,Inactive Investor,Jerry Palmer,Chief Compliance Officer;Chief Operating Officer,"Dynamic Wealth Strategies, LLC",jerry@dynwealth.com,,Salesforce
11088144,Inactive Investor,Stacy Hendrickson,Founder;Partner,Blueprint Partners LLC,stacy@blueprint.family,,Salesforce
9570816,,joe manganelli,,,jmanganelli@jmanganelli.net,,List import
11170134,Inactive Investor,Christopher Moffat,Financial Advisor,"Wells Fargo Clearing Services, LLC Portage MI 7900 Moorsbridge Rd",christopher.moffat@wellsfargoadvisors.com,,Salesforce
10940891,Inactive Investor,Richard Carozza,,"Spartan Capital Securities, LLC Garden City NY 595 Stewart Ave",,,Salesforce
11044402,Inactive Investor,David Thead,Associate Financial Advisor,Edward Jones Des Moines WA 22211 Marine View Dr S,david.thead@edwardjones.com,,Salesforce
11113968,Inactive Investor,Latchme Gurdyal,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,latchmegurdyal@primerica.com,,Salesforce
11232798,Inactive Investor,Charles Reynolds,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 6550 S Millrock Dr",,,Salesforce
11005951,Inactive Investor,Aaron Cross,,"The Investment Center, Inc. Plattsburgh NY 40 Brinkerhoff St",across@investmentctr.com,,Salesforce
11151798,Inactive Investor,Heather Allman,,"Raymond James Financial Services, Inc. Defiance OH 400 W 3rd St",heather.allman@raymondjames.com,,Salesforce
11196912,Inactive Investor,Andrew Rasmussen,Founder;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Athens GA 125 W Washington St",andrew.rasmussen@nm.com,,Salesforce
10817644,Inactive Investor,Jesse Brookreson,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",jesse.brookreson@raymondjames.com,,Salesforce
9604125,,Mark Roca,,,mark10@gmail.com,,List import
11138447,Inactive Investor,Lance Gordon,Financial Professional,"Pruco Securities, LLC. Floral Park NY 548 Cherry Ln",lance.gordon@prudential.com,,Salesforce
10993903,Inactive Investor,Charles Szostak,,"Raymond James & Associates, Inc.",charles.szostak@raymondjames.com,,Salesforce
11108740,Inactive Investor,Todd Riggin,,LPL Financial LLC Hinsdale IL 50 S Lincoln St,todd.riggin@lpl.com,,Salesforce
11153263,Inactive Investor,Bryan Johnson,Associate,Edward Jones Des Moines IA 3520 Ingersoll Ave,bryan.johnson@edwardjones.com,,Salesforce
11221983,,Gary Watts,,,gwatts@wealthenhancement.com,,List Import
120950,,David DiDomenico,Partner,JANA Partners LLC,david.didomenico@janapartners.com,1-212-455-0900,Initial Salesforce Import
9637735,,Patrick McCullough,,,pmccullough@mmpplans.com,,List import
9550601,,Bryan Saylor,,,fastharli@verizon.net,,List import
373802,,Steve Rhee,,[Unknown],scubasteve25@gmail.com,,Event
11131536,Inactive Investor,Javier Dedios,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westport CT 253 Post Rd W",javier_dedios@ml.com,,Salesforce
9544503,,Nisha Ramesh,,,nisha.ramesh@coinswitch.co,,List import
9571854,,Kent Couling,,,kcouling@kingstreet.com,,List import
218205,,Cathy Homann,,[Unknown],cathyhomann@gmail.com,,Direct
9578354,,Cody Burns,,,dontpanic@codywburns.com,,List import
11232128,Inactive Investor,Renay Ferrucci,,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11090538,Inactive Investor,Alan Bergman,,NYLIFE Securities LLC Mars PA Private Residence,abergman@ft.newyorklife.com,,Salesforce
11011262,Inactive Investor,Jill Wuethrich,,LPL Financial LLC Peoria IL 10225 N Knoxville Ave,jill.wuethrich@lpl.com,,Salesforce
11140211,Inactive Investor,Preston Miller,,LPL Financial LLC Jacksonville FL 76 S Laura St,preston.miller@lpl.com,,Salesforce
11077836,Inactive Investor,Dyllen Hodge,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9608407,,James Gannon,,,jgannon1@gmail.com,,List import
11189122,Inactive Investor,Alejandro Trejo,Financial Advisor;Partner,LPL Financial LLC El Segundo CA 2041 Rosecrans Ave,alex.trejo@lpl.com,,Salesforce
11073653,Inactive Investor,Gregory Jones,Branch Manager;First Vice President;Portfolio Management Director,Morgan Stanley Kennewick WA 8202 W Quinault Ave,gregory.a.jones@morganstanley.com,,Salesforce
9636352,,Seth Hollander,,,shollander@kohlberg.com,,List import
11124347,Inactive Investor,Kenneth Maag,Financial Advisor,Edward Jones Liverpool NY 7445 Morgan Rd,ken.maag@edwardjones.com,,Salesforce
10982950,Inactive Investor,Machristinapia Namihira,,"U.S. Bancorp Advisors, LLC Los Angeles CA 120 S San Pedro St",,,Salesforce
11233069,Inactive Investor,Emanuel Moore-Bradley,,"TIAA-CREF Individual & Institutional Services, LLC Lewisville TX 2850 Lake Vista Dr",,,Salesforce
343202,,Richard Vishton,Chief Financial Officer,Highvista Strategies Llc,rvishton@highvistastrategies.com,617-406-6500,Manual List Upload
11121972,Inactive Investor,John Steccato,Financial Advisor,"Equitable Advisors, LLC San Diego CA 4370 La Jolla Village Dr",,,Salesforce
9637567,,Mark Round,,,mark.round@imperium-capital.biz,,List import
10843850,Inactive Investor,Jason Papier,Managing Member;Managing Partner,"Werba Rubin Papier Wealth Management, LLC",jpapier@wrpwealth.com,,Salesforce
9642283,,Robert Hua,,,robert.hua96@gmail.com,,List import
11112545,Inactive Investor,Sara Wolf,,USA Financial Securities LLC Saint Joseph MI 728 Pleasant St,,,Salesforce
11027686,Inactive Investor,Morgan Tennis,,"Northwestern Mutual Investment Services, LLC Williamsburg VA 5360 Discovery Park Blvd",morgan.rollins@nm.com,,Salesforce
11011733,Inactive Investor,Kelly Morrison,,"MML Investors Services, LLC Chesterfield MO 16150 Main Circle Dr",kellymorrison@financialguide.com,,Salesforce
11081837,Inactive Investor,Diana Martinez,,"Wells Fargo Clearing Services, LLC San Antonio TX 777 E Sonterra Blvd",diana.martinez@wellsfargoadvisors.com,,Salesforce
11170679,Inactive Investor,Tara Carr,,The Huntington Investment Company Saginaw MI 4815 State St,tara.carr@huntington.com,,Salesforce
11016519,Inactive Investor,Demetrios Lowry,,"Equitable Advisors, LLC Conshohocken PA 15 E Ridge Pike",demetrios.lowry@equitable.com,,Salesforce
10991184,Inactive Investor,Lauren Connelly,Wealth Management Advisor,"Vestor Capital, LLC",,,Salesforce
10933922,Inactive Investor,Mark Schuette,,"Stifel, Nicolaus & Company, Incorporated",schuettem@stifel.com,,Salesforce
11073617,Inactive Investor,David Gardner,,Morgan Stanley Austin TX 301 Congress Ave,david.l.gardner@morganstanley.com,,Salesforce
36797,,Matt Reekers,Financial Services Representative,"Principal Securities, Inc.",reekers.matt@principal.com,605-331-2908,
5892735,,DANIEL BLANKENSHIP,,BLANKENSHIP ENTERPRISES,blankenshipenterprises1@gmail.com,7179195650,Web Form Fillout
9563652,,Caleb Curreri,,,ccurreri@crestlineinc.com,,List import
11086970,Inactive Investor,Oscar Larranaga,,"Bankers Life Securities, Inc. Tucson AZ 333 E Wetmore Rd",oscar.larranaga@bankerslife.com,,Salesforce
97569,,Brian Kasal,Chief Executive Officer,"Fourstar Wealth Advisors, Llc",bkasal@fourstarwealth.com,312-667-1750,Manual List Upload
11093381,Inactive Investor,Sam Javanmard,,"Kestra Investment Services, LLC Calabasas CA 23622 Calabasas Rd",,,Salesforce
11170151,Inactive Investor,Jorge Arroyos,,PFS Investments Inc. Bay City MI 1209 S Euclid Ave,jarroyos@primerica.com,,Salesforce
9558735,,Peter Schafer,,,pjscha2@gmail.com,,List import
10958758,Inactive Investor,Erik Williams,,Vanguard Marketing Corporation,erik_williams@vanguard.com,,Salesforce
10908008,Inactive Investor,Richard Vining,Chief Compliance Officer;Chief Executive Officer;Managing Member,"V Financial Advisors, LLC",,,Salesforce
11121362,Inactive Investor,Thomas Kendall,Investment Advisor Representative,Richards Merrill Wealth Management,,,Salesforce
10866757,Inactive Investor,Virginia Woods,,"Truist Investment Services, Inc. New Freedom PA 16576 Susquehanna Trl S",ginny.woods@truist.com,,Salesforce
9608654,,Benj Rak,,,bizouzou@yahoo.fr,,List import
10764404,Inactive Investor,Mark Lindloff,Investment Advisor Representative,"Osaic FS, Inc. Fort Mitchell KY 211 Grandview Dr",,,Salesforce
10920113,Inactive Investor,Gregory Ashton,,"Cambridge Investment Research, Inc. Oklahoma City OK 1024 NW 14th St",,,Salesforce
9560711,,Joseph Coffman,,,josephcoffman@sagepointadvisor.com,,List import
10786514,Inactive Investor,Jeffrey Grange,Senior Financial Advisor,D.A. Davidson & Co. Santa Barbara CA 111 W Micheltorena St,jgrange@dadco.com,,Salesforce
9599496,,Travis Adams,,,tadams@financialengines.com,,List import
9610702,,Alin Tudor,,,alin.tudor.7@hotmail.com,,List import
11159725,Inactive Investor,Andrew Kapper,,"Packerland Brokerage Services, Inc. Olney IL 1620 E Main St",andrew_kapper@packerlandbrokerage.com,,Salesforce
10776754,Inactive Investor,U Wen,First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",peter_wen@ml.com,,Salesforce
10937718,Inactive Investor,William Jones,,"Carter, Terry & Company, Inc.",,,Salesforce
10841014,Inactive Investor,Eugene Freedman,Financial Advisor,LPL Financial LLC Charleston SC 105 Wappoo Creek Dr,eugene.freedman@lpl.com,,Salesforce
10888146,Inactive Investor,Travis Flandermeyer,Managing Member;Principal,Lakeridge Wealth Management LLC,travis@lakeridgewm.com,,Salesforce
11211164,Inactive Investor,Timothy Werner,Financial Advisor,"Wells Fargo Clearing Services, LLC Oak Brook IL 1515 W 22nd St",timothy.werner@wellsfargoadvisors.com,,Salesforce
10805857,Inactive Investor,Donald Kerr,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,donald.kerr@morganstanley.com,,Salesforce
9571493,,Hans-Christian Winkler,,,hwinkler@claraphi.com,,List import
10812535,Inactive Investor,Sean McCullough,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 9595 6 Pines Dr",sean.mccullough@ml.com,,Salesforce
9623677,,Ted Quinn Quinn,,,eeeequinn@gmail.com,,List import
10956774,Inactive Investor,William Cheroutes,,LPL Financial LLC Parker CO 8785 N Awl Rd,william.cheroutes@lpl.com,,Salesforce
128520,,Jack Kirby,,Lido Advisors,jkirby@lidoadvisors.com,,
10791233,Inactive Investor,Russ Pugh,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,russ.pugh@fidelity.com,,Salesforce
10886244,Inactive Investor,Veronica Batiste,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11137862,Inactive Investor,Myron Mcdonald,,NYLIFE Securities LLC Irvine CA 2020 Main St,mamcdonald@ft.newyorklife.com,,Salesforce
11040610,Inactive Investor,Ryan Mccallum,Financial Advisor,Robert W. Baird & Co. Incorporated Birmingham MI 300 Park St,rmccallum@rwbaird.com,,Salesforce
10864502,Inactive Investor,James Zabatta,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 401 Franklin Ave",james.zabatta@ampf.com,,Salesforce
11073877,Inactive Investor,Lee Harcrow,Financial Advisor,Edward Jones Buffalo TX 1101 W Commerce St,lee.harcrow@edwardjones.com,,Salesforce
11205093,Inactive Investor,Lharmina Castro,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
11184661,Inactive Investor,Ryan Galardi,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Conshohocken PA 181 Washington St",ryan.galardi@rbc.com,,Salesforce
11086083,Inactive Investor,Evan King,Financial Advisor,Morgan Stanley Lancaster PA 300 Granite Run Dr,evan.king@morganstanley.com,,Salesforce
11013175,Inactive Investor,Eugenia Christine,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,echristine@primerica.com,,Salesforce
10802475,Inactive Investor,Stephen Kuhn,Senior Vice President - Investments,"Raymond James & Associates, Inc. Naples FL 1421 Pine Ridge Rd",trigg.kuhn@raymondjames.com,,Salesforce
10855575,Inactive Investor,Marcia Hirasaki,,Pacific Global Investment Management Co,,,Salesforce
11102245,Inactive Investor,Natalie Stenehjem,Financial Advisor,"Osaic Wealth, Inc. San Diego CA 5481 Dorothy Dr",natalies@royalaa.com,,Salesforce
9625747,,Deborah H Kraft,,,dwhkraft@gmail.com,,List import
10794843,Inactive Investor,Joseph Kasell,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",joe_kasell@ml.com,,Salesforce
349799,,Glenn Stephenson,Managing Member,"Ibex Wealth Advisors, Llc",glenn.stephenson@ibexwealth.com,908-849-4800,Manual List Upload
11075204,Inactive Investor,Nicole Gonzalez,Financial Advisor,Citigroup Global Markets Inc. Hollywood FL 12240 Pines Blvd,,,Salesforce
10891601,Inactive Investor,Emma Hightower,,State Farm VP Management Corp. Huntington Beach CA 16168 Beach Blvd,,,Salesforce
10820866,Inactive Investor,Robert Schneider,Financial Advisor;Investment Specialist,"Ameriprise Financial Services, LLC Woodbridge VA 12700 Black Forest Ln",robert.d.schneider@ampf.com,,Salesforce
10786973,Inactive Investor,Michael Vineyard,Financial Advisor,Edward Jones McCall ID 616 N 3rd St,michael.vineyard@edwardjones.com,,Salesforce
10645781,,James Jr Paul Emile,,,jamesjr.c.paul-emile@chase.com,,List Import
11086572,Inactive Investor,Daniel Peterson,Associate Financial Advisor,"Ameriprise Financial Services, LLC Inver Grove Heights MN 2918 Upper 55th St",,,Salesforce
10796516,Inactive Investor,Joan Fedt,Portfolio Associate;Wealth Management Associate,Morgan Stanley Wayzata MN 445 Lake St E,joan.fedt@morganstanley.com,,Salesforce
10487606,,Judith Blaising,Financial Advisor,LPL Financial LLC,judith.blaising@lpl.com,,List Import
10986030,Inactive Investor,James Owens,,LPL Financial LLC Voorhees NJ 1202 Laurel Oak Rd,j.owens@lpl.com,,Salesforce
10505886,,George Ta,Manager,G&J Capital Partners,ghta@optonline.net,732-241-1800,List import
240222,,Luis Gonzalez,,Snowden Lane Partners,lgonzalez@snowdenlane.com,,Database Upload
10969889,Inactive Investor,Kenneth Morales,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10834657,Inactive Investor,Tammy Paquette,,LPL Financial LLC Safford AZ 280 W Main St,tammy.paquette@lpl.com,,Salesforce
11075232,Inactive Investor,Nairon Majeed,,Citigroup Global Markets Inc.,,,Salesforce
10950551,Inactive Investor,Robin Crocker,,"Osaic Wealth, Inc. Carlsbad CA 1917 Palomar Oaks Way",,,Salesforce
11143200,Inactive Investor,Ross Missiris,,Citigroup Global Markets Inc.,ross.j.missiris@citigroup.com,,Salesforce
235979,, -,,[[Unknown]],msimlesa@ymail.com,,
9627156,,joshua Burrows,,,buzza0195@gmail.com,,List import
10877956,Inactive Investor,Emma Leibell,Client Service Associate;Wealth Strategy Associate,UBS Financial Services Inc. Westport CT 8 Wright St,emma.leibell@ubs.com,,Salesforce
11090009,Inactive Investor,Adam Israel,Chief Compliance Officer,Nomad,,,Salesforce
11220515,,Randall Warren,,,rwarren@epwealth.com,,Other
10774777,Inactive Investor,Gregory Agostinelli,,"Wells Fargo Clearing Services, LLC",gregory.agostinelli@wellsfargoadvisors.com,,Salesforce
10696218,,Nicole Latorre,,Unicorn Strategic Partners,nicole.latorre@unicornsp.com,,List Import
11201018,Inactive Investor,John Graham,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Spokane WA 201 W North River Dr",grahamj@stifel.com,,Salesforce
10998061,Inactive Investor,Stephanie Ali,,J.P. Morgan Securities LLC West Harrison NY 107 Lake St,stephanie.ali@chase.com,,Salesforce
11044512,Inactive Investor,Derek Marquardt,Financial Services Professional,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11189516,Inactive Investor,John Gustavson,Senior Wealth Advisor,"CliftonLarsonAllen Wealth Advisors, LLC",john.gustavson@claconnect.com,,Salesforce
173159,,Liam Scott,,[Unknown],liamscott87@gmail.com,,Paid Social
334325,,Amanda Caster,,Mercer Global Advisors Inc.,acaster@merceradvisors.com,,
10865435,Inactive Investor,Derek Tuz,,"Osaic FA, Inc. Boulder CO 1510 28th St",derek.tuz@lfg.com,,Salesforce
11125918,Inactive Investor,Pierre Boryczewski,Financial Advisor,"Ameriprise Financial Services, LLC Beachwood OH 22901 Millcreek Blvd",pierre.x.boryczewski@ampf.com,,Salesforce
10828610,Inactive Investor,Weston Smith,Financial Advisor Associate,"Stifel, Nicolaus & Company, Incorporated Clearwater FL 2605 Enterprise Rd E",,,Salesforce
10754085,Inactive Investor,Maura Mayer,,Fidelity Brokerage Services LLC,maura.mayer@fmr.com,,Salesforce
232975,, -,,[Unknown],alangolden24@gmail.com,,
9585484,,Taylor Arrigo,,,t.arrigo@fi.com,,List import
11109135,Inactive Investor,Robert Avitia,,PFS Investments Inc. Houston TX 738 Hwy 6 S,robert.avitia@primerica.com,,Salesforce
9597434,,Prentiss Smith,,,prentiss@prentiss-smith.com,,List import
10763838,Inactive Investor,Thomas Lowe,Financial Advisor;First Vice President,Morgan Stanley Bowling Green KY 563 Hub Blvd,scott.lowe@morganstanley.com,,Salesforce
10936815,Inactive Investor,Stephen Holt,,"Lighthouse Capital Group, LLC",sholt@jrw.com,,Salesforce
11075718,Inactive Investor,Lucero Flores Islas,,J.P. Morgan Securities LLC Los Angeles CA 1435 E Gage Ave,lucero.flores-islas@jpmorgan.com,,Salesforce
10926265,Inactive Investor,David Semple,,First Asset Financial Inc.,davids@firstassetfinancial.com,,Salesforce
10787583,Inactive Investor,Shawn Murphy,,Morgan Stanley San Francisco CA 221 Main St,shawn.murphy@morganstanley.com,,Salesforce
10834528,Inactive Investor,Michael King,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Fort Worth TX 3230 Camp Bowie Blvd",michael.kingjr@rbc.com,,Salesforce
10878065,Inactive Investor,Aaron Hunter,Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",aaron.hunter@ampf.com,,Salesforce
197959,,Tone Mott,,Tone Mott VTV (TikTok: Tone Mott VTV),tonemottvtv@gmail.com,5043082601,
11306343,Inactive Investor,James Palermo,Partner,Chicago Partners Investment Group LLC,jim.palermo@chicagopartnersllc.com, +1 312 756 7728,Salesforce
9596983,,Rickilee Macleod,,,rickileem@hotmail.com,,List import
10489372,,James Winkler,"Financial Advisor, Senior Vice President","RBC Capital Markets, LLC Frisco TX 1 Cowboys Way",james.winkler@rbc.com,972-612-4241,List Import
9592302,,M R,,,meeraraval2009@yahoo.com,,List import
11036788,Inactive Investor,Duane Jarocki,,"N.I.S. Financial Services, Inc.",,,Salesforce
9625840,,Elizalde II Viernes,,,elizx44@gmail.com,,List import
9567173,,Benno Berger,,,marberx@gmx.de,,List import
345916,,David Morse,"CFP, General Securities Represenative, Investment Advisor Representative",Coker & Palmer,dmorse@cokerpalmer.com,601-354-0860,Manual List Upload
419,,,,,billybunter@jubiimail.dk,,
340553,,Scott Ferguson,Managing Partner And Portfolio Manager,Sachem Head Capital Management Lp,scott@sachemhead.com,212-714-3300,Manual List Upload
11123461,Inactive Investor,Cole Brillhart,,"Ameriprise Financial Services, LLC York PA 3995 E Market St",cole.brillhart@ampf.com,,Salesforce
10905091,Inactive Investor,Andrew Shulla,,"Northwestern Mutual Investment Services, LLC Middleton WI 1600 Aspen Cmns",,,Salesforce
11097076,Inactive Investor,David Fent,Chief Compliance Officer;Chief Investment Officer,Penn Street Capital Management LLC,david.fent@pennstreetcapital.com,,Salesforce
10966886,Inactive Investor,Dana Palmer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Northbrook IL 445 Skokie Blvd",dana.palmer@schwab.com,,Salesforce
9584426,,John Hulcher,,,j.hulcher@fi.com,,List import
11015961,Inactive Investor,Andrew Snider,,"Home Financial Services, Inc.",,,Salesforce
9466686,,Misako Ogawa,,Misako Ogawa,dan@0xhd.io,,List import
11057067,Inactive Investor,Caleb Buckley,,J.P. Morgan Securities LLC Atlanta GA 2002 Howell Mill Rd NW,caleb.buckley@chase.com,,Salesforce
116329,,Landon Mance,Co-Founder & Financial Planner,Backbone Planning Partners,landon.mance@lfg.com,7025697316,
9565987,,Stephanie Metz,,,stephanie.metz@53.com,,List import
10890579,Inactive Investor,David Smith,Financial Advisor,Edward Jones Cincinnati OH 524 Old State Rte 74,david.b.smith@edwardjones.com,,Salesforce
9574204,,Lior Glass,,,lior.glass@citi.com,,List import
10755267,Inactive Investor,Kathleen Illinger,Financial Advisor;First Vice President,Morgan Stanley Westborough MA 1 Technology Dr,kathleen.illinger@morganstanley.com,,Salesforce
11260554,Inactive Investor,John Champion,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11030478,Inactive Investor,David Spellman,Financial Professional,Money Concepts Capital Corp San Antonio TX Private Residence,dspellman@moneyconcepts.com,,Salesforce
10864210,Inactive Investor,Carlos Fullen,,J.P. Morgan Securities LLC Salinas CA 425 Main St,charlie.fullen@jpmorgan.com,,Salesforce
10773277,Inactive Investor,Gregory Chaskin,Executive Director;Family Wealth Director;Senior Portfolio Management Director;Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,gregory.chaskin@morganstanley.com,,Salesforce
11209501,Inactive Investor,Bernadette Eliassen,Senior Client Relationship Associate,William Blair,beliassen@williamblair.com,,Salesforce
11072990,Inactive Investor,Gregory Calzonetti,,"Pruco Securities, LLC. Garden City KS 1115 E Kansas Plz",gregory.calzonetti@prudential.com,,Salesforce
10827632,Inactive Investor,Pablo De La Rosa,Financial Advisor;First Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,pablo.delarosa@ubs.com,,Salesforce
11166643,Inactive Investor,Susan Cooper,Managing Director,"Pruco Securities, LLC. East Brunswick NJ 1 Tower Center Blvd",susan.cooper@prudential.com,,Salesforce
11123144,Inactive Investor,Jayden Epperson,Wealth Management Banker,"U.S. Bancorp Investments, Inc. Salt Lake City UT 6940 S Highland Dr",jayden.epperson@usbank.com,,Salesforce
9584160,,John McDonald,,,mcdonald.j8@gmail.com,,List import
11189439,Inactive Investor,Victoria Lindsey,,LPL Financial LLC Atlanta GA 4401 Northside Pkwy NW,victoria.linsley@lpl.com,,Salesforce
9627753,,Ted Miller,,,tedmillerdc@gmail.com,,List import
238670,,fk@laruginc.con Kahen,,[Unknown],fk@laruginc.con,,Direct
10658086,,Jared Simon,,,jared.simon@ceterafs.com,,List Import
11000133,Inactive Investor,Victor Vera Morales,Private Wealth Advisor,"U.S. Bancorp Investments, Inc. San Diego CA 530 B St",victor.veramorales@usbank.com,,Salesforce
40456,,Maston Ballew,Chairman,Ballew Advisors Inc,mastonb@sbcorp.com,800-879-4467,
11236211,Inactive Investor,Gianna Mossotti,Investment Advisor,Fisher Investments,,,Salesforce
11033709,Inactive Investor,Sarah Ingmanson Battaglia,Client Service Associate,Morgan Stanley Las Vegas NV 8548 Rozita Lee Ave,sarah.ingmanson@morganstanley.com,,Salesforce
11178910,Inactive Investor,Sarah Kloefkorn,Financial Advisor,Edward Jones San Antonio TX 1828 Nacogdoches Rd,sarah.kloefkorn@edwardjones.com,,Salesforce
9616936,,Thomas Pankoke,,,thomas.pankoke@googlemail.com,,List import
11190988,Inactive Investor,Geoffrey Kaltenbach,Agent;Managing Member,"Signature Resources Capital Management, LLC Irvine CA 19900 Macarthur Blvd",,,Salesforce
11131592,Inactive Investor,James Milligan,Partner,"Baker Street Advisors, LLC San Francisco CA 455 Market St",james@bakerstreetadvisors.com,,Salesforce
2024873,,Johnny Rodriguez,,,jayrod9g85@gmail.com,,
10832456,Inactive Investor,Kyle Hyma,,"Avantax Investment Services, Inc. La Mesa CA 8340 Allison Ave",,,Salesforce
11028726,Inactive Investor,Lyle Hanson,Regional Vice President,PFS Investments Inc. Menasha WI 1121 Racine Rd,lyle.hanson@primerica.com,,Salesforce
11070448,Inactive Investor,Kevin Gunns,Investment Advisor Representative;Member,Ryzome Investment Advisors,kgunns@ryzomeadvisors.com,,Salesforce
9597801,,Thomas Shoemake,,,tshoemake@horanassoc.com,,List import
11180381,Inactive Investor,Amon Allahyari,Financial Advisor,"Wells Fargo Clearing Services, LLC Vacaville CA 120 Browns Valley Pkwy",amon.allahyari@wellsfargo.com,,Salesforce
11016292,Inactive Investor,Shane Hafner,,Cetera Advisor Networks LLC Mandan ND 4431 Memorial Hwy,,,Salesforce
10854742,Inactive Investor,Jonathan Cochrane,,"Truist Investment Services, Inc. Winston Salem NC 110 S Stratford Rd",jonathan.cochrane@truist.com,,Salesforce
11236866,Inactive Investor,Jean Widmaier,Chief Investment Officer,Green Era Financial LLC,,,Salesforce
11011285,Inactive Investor,Megan Legursky,Administrative Assistant,"Ameriprise Financial Services, LLC Beckley WV 189 Dry Hill Rd",megan.legursky@ampf.com,,Salesforce
10929371,Inactive Investor,Elizabeth Walton,Financial Professional,"MML Investors Services, LLC Elmira NY 147 W Gray St",ewalton@financialguide.com,,Salesforce
10873283,Inactive Investor,Francis Spina,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Westport CT 285 Riverside Ave",francis.spina@wellsfargoadvisors.com,,Salesforce
11209995,Inactive Investor,Alden Meulenberg,Financial Advisor,Edward Jones Goodyear AZ 14535 W Indian School Rd,alden.meulenberg@edwardjones.com,,Salesforce
11208969,Inactive Investor,Susan Mims,,Strategic Asset Management LLC. Iowa City IA Private Residence,,,Salesforce
11221786,,Jonathan Gans,,,jon@ironwoodpartners.com,,List Import
9638491,,Janice Burnett,,,jburnett@bonsecours.com,,List import
10234267,,Tony Garner,,,thanos473@gmail.com,,Web Form Fillout
11037254,Inactive Investor,Mark Stowe,,Correll Co. Investment Services Corp.,,,Salesforce
10960291,Inactive Investor,Roderick Shea,,"LPL Enterprise, LLC",roderick.shea@lpl.com,,Salesforce
10780549,Inactive Investor,Jeffrey Gangwish,Branch Manager;Executive Director,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,jeff.gangwish@morganstanley.com,,Salesforce
339912,,Joseph Hebert,Managing Member,Truenorth Wealth Advisors,jhebert@truenorthwa.com,206-652-4314,Manual List Upload
9573253,,Courtney Semplice,,,csemplice@nyl.com,,List import
10685164,,Greg Buford,,,gbuf0913@yahoo.com,,Web Form Fillout
10753210,Inactive Investor,Kim McMillan,First Vice President - Investments,Davenport & Company LLC Norfolk VA 101 W Main St,kmcmillan@investdavenport.com,,Salesforce
11042202,Inactive Investor,Brad Trimble,,State Farm VP Management Corp. Cherry Hill NJ 24 Rockhill Rd,brad.trimble.gj0d@statefarm.com,,Salesforce
11111710,Inactive Investor,Stephanie Serbedzija,,J.P. Morgan Securities LLC Fox Lake IL 1382 State Rte 12,stephanie.serbedzija@jpmorgan.com,,Salesforce
11221837,,Anthony Palomba,,,apalomba@cfnmail.com,,List Import
9541614,,Jia Xu,,,joeyjxu@gmail.com,,List import
11185715,Inactive Investor,Scott Ellsworth,,PlanMember Securities Corporation,,,Salesforce
10798332,Inactive Investor,Brian Shaw,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9553808,,David Loftus,,,dave.loftus@cusonet.com,,List import
11114476,Inactive Investor,Patrick McCormick,,"Osaic Wealth, Inc. Newport Beach CA 3723 Birch St",,,Salesforce
10838035,Inactive Investor,Thomas Mcintyre,Chief Compliance Officer;Chief Executive Officer;President,"McIntyre, Freedman & Flynn Investment Advisers, Inc.",tmcintyre@mcintyreinvestments.net,,Salesforce
25918,,Patrick Hambrook,Research Analyst,"Solus Alternative Asset Management, L.P.",phambrook@soluslp.com,1-212-284-4300,Initial Salesforce Import
117340,,Robert Sloan,,"Equity Services, Inc.",sloan_robert@nlvmail.com,401-828-2090,
10896473,Inactive Investor,George Barnes,Financial Advisor,"Ameriprise Financial Services, LLC Leesville SC 418 E Railroad Ave",heyward.barnes@ampf.com,,Salesforce
9595548,,Brian Lysaght,,,blysaght@euklesam.com,,List import
11138714,Inactive Investor,Yitong Li,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
11084327,Inactive Investor,Jeanette Kowal,Financial Advisor,"CUSO Financial Services, L.P. Riverview MI 18070 Fort St",,,Salesforce
4554252,,Chasedy Pourciau,,,chasedypourciau@gmail.com,,Web Form Fillout
9603816,,DANIEL KIM,,,daniel@maple.finance,,List import
9626450,,Abhinav Jain,,,abhinavlibra95@gmail.com,,List import
9581297,,Alex Phillips,,,phiale@hotmail.com,,List import
11122775,Inactive Investor,Diane Diamond,,J.P. Morgan Securities LLC Naples FL 8870 Tamiami Trl N,diane.diamond@jpmorgan.com,,Salesforce
10787982,Inactive Investor,Edward Tucker,Chief Compliance Officer;CROP;Senior Managing Director;SROP,Joseph Grace,etucker@josephgrace.com,,Salesforce
11190368,Inactive Investor,Katherine Kohler,Director,Thrivent Investment Management Inc. Germantown MD 12850 Middlebrook Rd,katie.kohler@thrivent.com,,Salesforce
228143,, -,,[[Unknown]],davidpsnr@yahoo.com,,Organic Search
11152514,Inactive Investor,Scott Berry,,"Osaic Wealth, Inc. Camas WA 222 NE Everett St",,,Salesforce
10908077,Inactive Investor,Maxwell Tuozzolo,Financial Services Representative,Morgan Stanley Chicago IL 10 S Riverside Plz,,,Salesforce
11058514,Inactive Investor,Christi Noren,Financial Advisor,"Ameriprise Financial Services, LLC Dublin OH 6515 Longshore Loop",christi.noren@ampf.com,,Salesforce
11004537,Inactive Investor,Yevgeny Veksler,,Fidelity Brokerage Services LLC Altamonte Springs FL 175 E Altamonte Dr,,,Salesforce
9541183,,KEN ROBINSON,,,preps2pro@gmail.com,,List import
1004375,Inactive Investor,Sheldon Fox,Partner,Sheldon Fox,sfox@kdicapitalpartners.com,1-919-573-4125,3rd Party Lead Gen
10935745,Inactive Investor,Dean Walker,Chief Operating Officer;Director;Owner;Vice President;Vice President - Trading,R M Davis Inc,dwalker@rmdavis.com,,Salesforce
10977942,Inactive Investor,Brian Scheiblein,,Vanguard Marketing Corporation,brian_scheiblein@vanguard.com,,Salesforce
11035773,Inactive Investor,Matthew Mehallick,Senior Wealth Strategy Associate,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,matthew.mehallick@ubs.com,,Salesforce
9601354,,Ken Rowles,,,kenrowles@msn.com,,List import
10759542,Inactive Investor,Francis Lane,Client Advisor;Director,"Raymond James & Associates, Inc. Conshohocken PA 300 Conshohocken State Rd",fran.lane@alex-brown.com,,Salesforce
10975444,Inactive Investor,Kiefer Bolton,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Seattle WA 508 Union St",,,Salesforce
10754845,Inactive Investor,Eric Frey,,"Raymond James Financial Services, Inc. Red Bluff CA 225 Pine St",eric.frey@raymondjames.com,,Salesforce
11163807,Inactive Investor,James Michaels,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,jim.michaels@edwardjones.com,,Salesforce
11098402,Inactive Investor,Hilda Streitz,,Morgan Stanley Westport CT 500 Post Rd E,hilda.streitz@morganstanley.com,,Salesforce
345643,,Aron Reinvik,Research Manager,"Sovereign Wealth Advisors, Inc.",aronr@emailswa.com,425-289-4222,Manual List Upload
10611153,,Thomas Gipson,"Senior Financial Advisor, Vice President",,tgipson@ml.com,,List Import
1004378,Inactive Investor,Rémy Jacobson,,Rémy Jacobson,remy@realt.co,,3rd Party Lead Gen
9624256,,Robert Mcloughlin,,,mariamcl@optonline.net,,List import
11106789,Inactive Investor,Bradley Grasl,,Tiercel Capital Texas LLC,,,Salesforce
10793149,Inactive Investor,Gary Melonson,Financial Advisor;Senior Director - Investments,Oppenheimer & Co. Inc. Seattle WA 701 Pike St,gary.melonson@opco.com,,Salesforce
10965181,Inactive Investor,Benjamin Bailey,Wealth Advisor,Edward Jones Lafayette CO 1200 W South Boulder Rd,butch.bailey@edwardjones.com,,Salesforce
10661728,,Srbo Radisavljevic,,,srbo@krd-wealthmgmt.com,,List Import
10850117,Inactive Investor,Douglas Micciche,Financial Advisor,"True North Retirement Advisors, LLC",dougm@truenorthra.com,,Salesforce
166953,,Jorge De Andres,,[Unknown],jorgedeandres@gmail.com,,Other
11081124,Inactive Investor,Alejandro Pastrana,,"Northwestern Mutual Investment Services, LLC Chicago IL 224 N Desplaines St",alex.pastrana@nm.com,,Salesforce
11030609,Inactive Investor,Timothy Vinton,Financial Advisor,MWA Financial Services Inc. Lincoln NE Private Residence,timothy.j.vinton@mwarep.org,,Salesforce
11053700,Inactive Investor,Arthur Cantu,,State Farm VP Management Corp. Rockport TX 1909 Hwy 35 N,,,Salesforce
11189200,Inactive Investor,Damir Mesinovic,Managing Director;Wealth Partner,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,damir.mesinovic@jpmorgan.com,,Salesforce
10936194,Inactive Investor,Reginald Grandjean,,Lincoln Investment East Syracuse NY 6690 Hammersmith Dr,rgrandjean@lincolninvestment.com,,Salesforce
11185001,Inactive Investor,Andrew Ramsey,Vice President,"Wells Fargo Clearing Services, LLC Saint Paul MN 1801 Park View Dr",,,Salesforce
343325,,Chris TOF,,[Unknown],forumschris@free.fr,,
73243,,Alfred Sanders,"President, CCO, Financial Advisor",Valued Retirements,al@valuedretirements.com,713-821-3242,Manual List Upload
116381,,John Hellgren,Senior Financial Advisor,"VALIC Financial Advisors, Inc.",john.hellgren@valic.com,610-256-5177,
10960693,Inactive Investor,Madison Richards,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10780342,Inactive Investor,William MacGeorge,Senior Vice President,Robert W. Baird & Co. Incorporated Seattle WA 925 4th Ave,wmacgeorge@rwbaird.com,,Salesforce
11047555,Inactive Investor,James Michelsen,Financial Advisor;Franchise Owner;Private Wealth Advisor,"Ameriprise Financial Services, LLC Rockford IL 7160 Argus Dr",james.p.michelsen@ampf.com,,Salesforce
11049791,Inactive Investor,Jesse Bradley,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,jesse.bradley@fidelity.com,,Salesforce
11103071,Inactive Investor,Christopher Nelson,Financial Advisor,Edward Jones Queensbury NY 527 Bay Rd,chris.nelson@edwardjones.com,,Salesforce
10774096,Inactive Investor,Danelle Dix,Financial Advisor,Edward Jones Jackson CA 11960 State Hwy 88,danelle.dix@edwardjones.com,,Salesforce
10647227,,Devin Bebout,,,devin.d.bebout@jpmorgan.com,,List Import
11031450,Inactive Investor,Yaliiz Marquez,,J.P. Morgan Securities LLC La Grange IL 14 S La Grange Rd,yaliiz.marquez@jpmorgan.com,,Salesforce
11135531,Inactive Investor,Megan Macisaac,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Santa Barbara CA 1424 State St",megan.r.macisaac@ml.com,,Salesforce
9605252,,Craig Vicini,,,cvicini@federatedinv.com,,List import
11238797,Inactive Investor,Martin Reasoner,,Acres,mreasoner@acrescap.com,,Salesforce
11205646,Inactive Investor,Elizabeth Fisher,,"Prospera Financial Services, Inc. Punta Gorda FL 2705 Tamiami Trl",elizabeth.fisher@prosperafinancial.com,,Salesforce
10958022,Inactive Investor,Tyler Cox,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
219254,,Crypto Aryeh,,[Unknown],ilacks1984@gmail.com,,
10486710,,Matthew Northcutt,Financial Advisor,Edward Jones,mattn1230@yahoo.com,,List Import
11102366,Inactive Investor,Anup Desai,Owner,Nexus Capital Inc,anup@nexuscapitalinc.com,,Salesforce
10787743,Inactive Investor,Robert Plishka,Financial Advisor,"Pruco Securities, LLC. Montville NJ 150 River Rd",robert.plishka@prudential.com,,Salesforce
10916319,Inactive Investor,Alan Cole,Senior Business Consultant,"Osaic Wealth, Inc.",,,Salesforce
9592272,,Dominick Vetrano,,,dominick@fountainheadfinancial.us,,List import
349597,,Quinn Morgan,Limited Partner,"10th Lane Partners, Lp",qmorgan@centrelanepartners.com,646-843-0710,Manual List Upload
7059836,,Almen Coolen,,,bemij77828@fenwazi.com,,Web Form Fillout
10645386,,John Kreger,,,jkreger@williamblair.com,,List Import
11000498,Inactive Investor,Ryan Dontoh,,PFS Investments Inc. Scottsdale AZ 7010 E Acoma Dr,rdontoh@primerica.com,,Salesforce
11067800,Inactive Investor,Thomas Daniels,Financial Advisor,LPL Financial LLC Oconomowoc WI 1433 Pabst Farms Cir,,,Salesforce
10944237,Inactive Investor,Fiera Brein,,"Raymond James Financial Services, Inc. Kirkland WA 120 Central Way",fiera.brein@raymondjames.com,,Salesforce
10851453,Inactive Investor,Robert Costello,Chief Compliance Officer;President,"Costello Asset Management, Inc. Huntingdon Valley PA 2323 Cordus Ln",,,Salesforce
11133507,Inactive Investor,Craig Chiate,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,craig.chiate@ubs.com,,Salesforce
11105862,Inactive Investor,Grant Johnson,Financial Advisor;Vice President,Morgan Stanley Palm Beach Gardens FL 3801 PGA Blvd,grant.johnson@morganstanley.com,,Salesforce
9547857,,Margaret McMahon,,,margaret.mcmahon@transamerica.com,,List import
9567584,,Aaron Daniels,,,ad@brigadecapital.com,,List import
10857006,Inactive Investor,Edward Lowry,Financial Advisor,Edward Jones Heath OH 681 Hopewell Dr,ed.lowry@edwardjones.com,,Salesforce
9551364,,Michael McGervey,,,memcgervey@mcgerveywealth.com,,List import
10931891,Inactive Investor,Jonathan Ling,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11027756,Inactive Investor,Ben J Funk,Financial Consultant,LPL Financial LLC Bloomington IL 2101 Eastland Dr,ben.funk@lpl.com,,Salesforce
9584272,,Aaron Chow,,,jakec@tpfg.com,,List import
10865647,Inactive Investor,Julie Burnett,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11176412,Inactive Investor,Daniel Delrosso,Senior Vice President,Aegis Capital Corp. Manasquan NJ 2517 Hwy 35,ddelrosso@aegiscap.com,,Salesforce
10913377,Inactive Investor,Michael Dmytryshyn,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",michael.dmytryshyn@ampf.com,,Salesforce
11197259,Inactive Investor,Schuyler King,,"Pruco Securities, LLC. Castle Rock CO 115 Wilcox St",schuyler.king@prudential.com,,Salesforce
11080479,Inactive Investor,Javier Ordorica,,"Sanctuary Securities, Inc. McAllen TX 200 S 10th St",jordorica@sanctuarywealth.com,,Salesforce
9596727,,Gwen Wilmeth,,,gwen.wilmeth@segmentwm.com,,List import
10615903,,Janice Wong,,,janice.wong@jpmorgan.com,,List Import
1006089,Inactive Investor,Paul Hwang,Manager,Fiduciam Partners,paul.hwang@fiduciampartners.com, +1 310 953 9851,
335984,,Joey Friend,Financial Advisor,"Barnes Pettey Financial Advisors, Llc",joey.friend@raymondjames.com,662-627-2225,Manual List Upload
11118415,Inactive Investor,Gregory Shinderman,,"Northern Trust Securities, Inc. Chicago IL 50 S Lasalle St",gregory.shinderman@northerntrust.com,,Salesforce
11036846,Inactive Investor,Colleen Linaberry,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,colleen.linaberry@primerica.com,,Salesforce
11188333,Inactive Investor,Danny Fiore,,"Pruco Securities, LLC.",danny.fiore@prudential.com,,Salesforce
11042539,Inactive Investor,Miraj Parikh,,"Northwestern Mutual Investment Services, LLC Des Plaines IL 9550 W Higgins Rd",miraj.parikh@nm.com,,Salesforce
9868723,,junhee lee,,Neoclova,jhlee@neoclova.co.kr,821084540843,Web Form Fillout
11149692,Inactive Investor,Nathan Day,,Fidelity Brokerage Services LLC Seattle WA 304 Strander Blvd,nathan.day@fidelity.com,,Salesforce
10865488,Inactive Investor,Ray Schrecker,,"Truist Investment Services, Inc. Mount Pleasant SC 235 Magrath Darby Blvd",larry.schrecker@truist.com,,Salesforce
10803987,Inactive Investor,Kevin Kavanagh,Financial Advisor,"Wells Fargo Clearing Services, LLC Hunt Valley MD 230 Schilling Cir",kevin.kavanagh@wellsfargoadvisors.com,,Salesforce
11152467,Inactive Investor,Joshua Hummel,Financial Associate,Commonwealth Financial Network Tacoma WA 3643 N Pearl St,jhummel@commonwealth.com,,Salesforce
9581580,,Sara Malak,,,smalak@atlanticpeakcapital.com,,List import
241740,,alex silber,,[Unknown],lxsilber@gmail.com,,Direct
10792692,Inactive Investor,Max Nutkowitz,Executive Director;Wealth Advisor,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,max.nutkowitz@jpmorgan.com,,Salesforce
10791895,Inactive Investor,Craig Schubert,Financial Advisor;Financial Planner,"Pruco Securities, LLC. Crofton MD 1657 Crofton Blvd",craig.schubert@prudential.com,,Salesforce
10822262,Inactive Investor,Anne Peterson,Financial Advisor,"Ameriprise Financial Services, LLC Tarpon Springs FL 210 S Pinellas Ave",anne.c.peterson@ampf.com,,Salesforce
7105490,,Tricia Oshel,,,osheltricia7@gmail.com,,Web Form Fillout
11207207,Inactive Investor,David Wolfe,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
336979,,Dinesh Nair,"Manager, Member Of Compensation Committee, Managing Director And CFO",Nyl Investors Llc,dnair@newyorklife.com,212-576-7000,Manual List Upload
10793094,Inactive Investor,Jeffrey Buk,Senior Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Fremont CA 5191 Mowry Ave",jeffrey.buk@wellsfargo.com,,Salesforce
9571948,,scott -,,,backbowl@aol.com,,List import
11165479,Inactive Investor,Austin Cone,,"Raymond James Financial Services, Inc. Chattanooga TN 1200 Premier Dr",austin.cone@raymondjames.com,,Salesforce
10951068,Inactive Investor,Caleb Powers,,U. S. Boston Capital Corporation,,,Salesforce
11145244,Inactive Investor,Daniel Crowe,Divisional Governance Specialist,"Wells Fargo Clearing Services, LLC Woodbury NY 88 Froehlich Farm Blvd",daniel.crowe@wellsfargoadvisors.com,,Salesforce
10892970,Inactive Investor,Brian Berenato,,Morgan Stanley Garden City NY 1200 Franklin Ave,,,Salesforce
10985008,Inactive Investor,Thomas Zaan,,PFS Investments Inc. Cerritos CA 17150 Norwalk Blvd,tzaan@primerica.com,,Salesforce
341278,,Richard Saunders,"Chief Financial Officer, Partner",Sanderson Asset Management,rsaunders@sandersonam.com,011-442-074685970,Manual List Upload
10753861,Inactive Investor,Jennifer Milligan,,"Avantax Investment Services, Inc. Gulfport MS 12342 Ashley Dr",,,Salesforce
9577209,,Julian Schumacher,,,schumacher.julian@bluewin.ch,,List import
238602,,marktaylor3907@gmail.com taylor,,[Unknown],marktaylor3907@gmail.com,,source
10914361,Inactive Investor,Amish Shah,,HSBC Securities (USA) Inc.,amish.shah@us.hsbc.com,,Salesforce
10761689,Inactive Investor,Joseph Acquazzino,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Staten Island NY 900 South Ave",joseph_f_acquazzino@ml.com,,Salesforce
10779413,Inactive Investor,Ryan Smith,Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Atlanta GA 3438 Peachtree Rd NE",ryan.smith@nm.com,,Salesforce
10794497,Inactive Investor,Steven Chandler,Private Client Advisor,J.P. Morgan Securities LLC Phoenix AZ 701 E Bell Rd,steven.chandler@jpmorgan.com,,Salesforce
9596866,,Scott Kaplan,,,scottkaplan@kaplanwealth.com,,List import
11029386,Inactive Investor,Nina Tagliabue,,HSBC Securities (USA) Inc.,,,Salesforce
11145042,Inactive Investor,Richard Barbarita,Financial Advisor;Senior Vice President,Morgan Stanley Sewickley PA 1603 Carmody Ct,richard.barbarita@morganstanley.com,,Salesforce
10489881,,Alton Thompson,,Worth Asset Management Frisco TX 3232 Camden Bluff Rd,bart@altonbthompson.com,,List Import
10887334,Inactive Investor,Kenneth Sanchez,Managing Director,"Stifel Independent Advisors, LLC Pasadena CA 975 S Fair Oaks Ave",sanchezk@stifelindependence.com,,Salesforce
10921462,Inactive Investor,Daniel Benzer,Financial Advisor,LPL Financial LLC Chandler AZ 179 W Harrison St,dan.benzer@lpl.com,,Salesforce
10872190,Inactive Investor,Megan Bullard,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11149990,Inactive Investor,Sy Marcus,Financial Representative,"Northwestern Mutual Investment Services, LLC Boca Raton FL 1515 S Federal Hwy",sy.marcus@nm.com,,Salesforce
11092505,Inactive Investor,Ozra Qamari,,"Wells Fargo Clearing Services, LLC Woodbridge VA 13716 Smoketown Rd",,,Salesforce
9572011,,marty -,,,mesukle888@gmail.com,,List import
11104231,Inactive Investor,Mark Williams,Chief Executive Officer;Chief Investment Officer;President,"InvesTrust Consulting, LLC",mwilliams@investrust.com,,Salesforce
10840836,Inactive Investor,Jonathan Rugg,President;Regulatory Contact,Highline Wealth Partners,jon@highlinewp.com,,Salesforce
10753358,Inactive Investor,Dita Merritt,Financial Advisor,"Ameriprise Financial Services, LLC Englewood CO 16 Inverness Pl E",dita.k.merritt@ampf.com,,Salesforce
10775518,Inactive Investor,David Speer,Investment Advisor Representative,Commonwealth Financial Network,dspeer@commonwealth.com,,Salesforce
9565244,,Jonathan Lowenberg,,,jlowenberg@variphase.com,,List import
10913094,Inactive Investor,Michael Marston,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Wayzata MN 701 Lake St E",michael.marston@ampf.com,,Salesforce
10849171,Inactive Investor,Carol Keedy,Financial Advisor,LPL Financial LLC Rockford IL 4320 Spring Creek Rd,carol.keedy@lpl.com,,Salesforce
11028274,Inactive Investor,Michael Goettsch,,"Wells Fargo Clearing Services, LLC New Braunfels TX 877 Loop 337",,,Salesforce
10891620,Inactive Investor,Trong-Hai Pham,,Country Capital Management Company Bellevue WA 1808 Richards Rd,tronghai.pham@countryfinancial.com,,Salesforce
11138301,Inactive Investor,Melanie Burgess,Financial Advisor,Edward Jones Boiling Springs SC 320 Village Creek Dr,melanie.burgess@edwardjones.com,,Salesforce
10959717,Inactive Investor,Samuel Ruiz,,Fidelity Brokerage Services LLC Barrington IL 20530 N Rand Rd,,,Salesforce
11017534,Inactive Investor,Daniel Albert,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
10953173,Inactive Investor,Kendel Rojas,,"Raymond James Financial Services, Inc. Northville MI 224 S Main St",kendal.rojas@raymondjames.com,,Salesforce
9567343,,Daniel Jimenez,,,pericomo@hotmail.com,,List import
11259912,Inactive Investor,Jackson Anderson,,"Steward Partners Investment Solutions, LLC",,,Salesforce
11155900,Inactive Investor,Daniel Berzinskas,,"ValMark Securities, Inc.",daniel.berzinskas@valmarksecurities.com,,Salesforce
10882041,Inactive Investor,Alexander Zuniga,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Albuquerque NM 2125 Louisiana Blvd NE",alexander.j.zuniga@ml.com,,Salesforce
10646898,,Henry Zabarsky,,,henry.zabarsky@lpl.com,,List Import
11202367,Inactive Investor,Gurpreet Singh,,PFS Investments Inc. Concord CA 1800 Sutter St,singh.gurpreet@primerica.com,,Salesforce
11159291,Inactive Investor,John Joyce,,"Allstate Financial Services, LLC Hawley PA 707 Rte 739",johnjjoyce@allstate.com,,Salesforce
10804391,Inactive Investor,Jeffrey Dobyns,Chief Executive Officer;Financial Advisor;President,SageSpring Wealth Partners,jeffrey.dobyns@swinvestmentgroup.com,,Salesforce
9559625,,Robert Mette,,,rmette@massmutual.com,,List import
340902,,Noah Scherz,Associate,Ascribe Management Llc,nscherz@american-securities.com,212-476-8000,Manual List Upload
11121180,Inactive Investor,Mary Killam,,"The Leaders Group, Inc.",,,Salesforce
11160378,Inactive Investor,Jennifer Ritter,,"Cambridge Investment Research, Inc. Dillsburg PA Private Residence",,,Salesforce
9633897,,Felix Gabriel Dian,,,dianfelix@hotmail.com,,List import
11093069,Inactive Investor,Mary Sturdevant,,State Farm VP Management Corp. Manistee MI 306 W Parkdale Ave,,,Salesforce
11079733,Inactive Investor,James Vafeas,Financial Advisor,Edward Jones Farmingdale NY 322 Main St,james.vafeas@edwardjones.com,,Salesforce
11198028,Inactive Investor,Julie Kudrna,,"Horace Mann Investors, Inc. Springfield MO 208 E Kearney St",,,Salesforce
10957450,Inactive Investor,Michael Brooks,,"Truist Investment Services, Inc. Norfolk VA 150 W Main St",michael.brooks@truist.com,,Salesforce
11174663,Inactive Investor,Kellie Stulc,,"Principal Securities, Inc. Milwaukee WI 10361 W Innovation Dr",,,Salesforce
9630328,,Micha? Rytel Rytel,,,michal.rytel@protonmail.com,,List import
10986350,Inactive Investor,Lisa Kaess,,Stonex Securities Inc. Englewood Cliffs NJ 550 Sylvan Ave,lisa.kaess@saswealth.com,,Salesforce
11010305,Inactive Investor,Akram Benraoui,,LPL Financial LLC San Diego CA 4707 Executive Dr,akram.benraoui@lpl.com,,Salesforce
11148578,Inactive Investor,Duane Edwards,Financial Advisor;Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC High Point NC 1725 N Main St",duane.edwards@wellsfargoadvisors.com,,Salesforce
10659790,,Jeanne Varwig,,,jeanne.varwig@ubs.com,,List Import
203557,,Anthony Tuths,,United States,atuths@yahoo.com,,
9613852,,Apurva Mehta,,,mehta.apurva@gmail.com,,List import
11024425,Inactive Investor,Monique Long,,"Wells Fargo Clearing Services, LLC Los Angeles CA 1999 Avenue of the Stars",monique.long@wellsfargoadvisors.com,,Salesforce
11141926,Inactive Investor,Clayton Gibson,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",,,Salesforce
11079209,Inactive Investor,Brian Finnerty,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Garden City NY 1325 Franklin Ave",brian.finnerty@ml.com,,Salesforce
2540265,,Anthony Richardson,,,anthonyrichardson969@yahoo.com,,
11190901,Inactive Investor,Lisa Allen,Financial Advisor,LPL Financial LLC Mesquite TX 2201 N Belt Line Rd,,,Salesforce
10836850,Inactive Investor,Donald Qualters,,"Cambridge Investment Research, Inc. Westlake OH 1991 Crocker Rd",,,Salesforce
11236704,Inactive Investor,Matthew Farris,Investment Manager,Bond & Devick Wealth Partners Minneapolis MN 600 S Hwy 169,,,Salesforce
10602534,,Rick Marrone,,,rmarrone@1919ic.com,,Web Form Fillout
10950950,Inactive Investor,Aron Maddox,,"MML Investors Services, LLC Hunt Valley MD 11350 McCormick Rd",amaddox@massmutual.com,,Salesforce
9636751,,Todd Streichler,,,tstreichler@jamfunds.com,,List import
9613159,,giuseppe_cusumano@hotmail.com Cusumano,,,giuseppe_cusumano@hotmail.com,,List import
11115392,Inactive Investor,Dylan Sanchez,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10937182,Inactive Investor,Monte Gehrtz,,Cetera Advisor Networks LLC Fargo ND 808 3rd Ave S,monte.gehrtz@ceteranetworks.com,,Salesforce
9549770,,Veena Gandhi,,,v.gandhi@transamerica.com,,List import
9627783,,Robert Malka,,,robert@malkarobert.com,,List import
11081558,Inactive Investor,Wesley Crosby,,"Osaic Wealth, Inc. Williston ND 1105 2nd St W",,,Salesforce
10603777,,John Markwalter,"Chairman, Chief Executive Officer","CIBC Private Wealth Advisors, Inc.",jmarkwalter@atlantictrust.com,,List Import
9610763,,William Storrs,,,billy.storrs26@gmail.com,,List import
4386,, -,,[[Unknown]],dmorton@advisorguideonline.com,,Initial Salesforce Import
10618822,,Ryan Birkhauser,,,ryan.birkhauser@rbc.com,,List Import
9628167,,Curtis Fay,,,cfay@cfg.jssb.com,,List import
11100938,Inactive Investor,Scott Franklin,Family Wealth Director;Financial Advisor;Managing Director,Morgan Stanley New York NY 55 E 52nd St,scott.franklin@morganstanley.com,,Salesforce
11139162,Inactive Investor,Timothy Andersen,,J.P. Morgan Securities LLC Houston TX 600 Travis St,timothy.andersen@jpmorgan.com,,Salesforce
10619286,,Glenn Arnold,,,glenn.arnold@morganstanley.com,,List Import
10612308,,Syed Rizvi,Financial Advisor,,rizvi_syed@nlvmail.com,,List Import
11123874,Inactive Investor,Sahil Virdi,,J.P. Morgan Securities LLC Marysville CA 726 E St,sahil.virdi@jpmorgan.com,,Salesforce
10815123,Inactive Investor,Jacob Derry,Financial Advisor,Edward Jones Yreka CA 931 S Main St,jacob.derry@edwardjones.com,,Salesforce
9628574,,sergey savin,,,alpenair@yandex.ru,,List import
10904897,Inactive Investor,Tara Czepiga,Assistant Vice President;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Willingboro NJ 4342 Rte 130",,,Salesforce
9643940,,Mike Skoric,Investment Advisor,Rochester Wealth Strategies,skoric@rochesterwealthstrategies.com,248-434-6557,List import
10889003,Inactive Investor,Nathan McLarty,Financial Advisor,"CUSO Financial Services, L.P. Springfield VA 6708 Backlick Rd",,,Salesforce
10960543,Inactive Investor,Kaitlin Chon,Private Wealth Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",kaitlin.chon@ml.com,,Salesforce
87374,,David Hunke,,"SagePoint Financial, Inc.",dhunke@sagepointadvisor.com,402-333-1888,
10918613,Inactive Investor,Kevin Lam,Chief Investment Officer;Managing Member;President,"Eldridge Street Asset Management, LLC",,,Salesforce
11082768,Inactive Investor,Cynthia Bond,,PFS Investments Inc. Saint Paul MN 1820 Old Hwy 8 NW,cbond@primerica.com,,Salesforce
10657555,,Matthew Larew,,,mlarew@williamblair.com,,List Import
9612279,,Paul Cappelli,,,paul.j.cappelli11@gmail.com,,List import
162415,,Salman Khan,,[Unknown],salmanrkh@gmail.com,,Organic Search
11004063,Inactive Investor,Andres Alberto Garcia,,PFS Investments Inc. Copiague NY 910 Montauk Hwy,andres.albertogarcia@primerica.com,,Salesforce
11126226,Inactive Investor,Erlinda Paz,,J.P. Morgan Securities LLC Flower Mound TX 6240 Long Prairie Rd,erlinda.paz@jpmorgan.com,,Salesforce
11134921,Inactive Investor,Haley Blonsky,,PFS Investments Inc. Buffalo NY 331 Alberta Dr,hblonsky@primerica.com,,Salesforce
10934920,Inactive Investor,Pamela Owens,,"Pruco Securities, LLC. Littleton CO 8191 Southpark Ln",pamela.owens@prudential.com,,Salesforce
9591636,,Peter Preovolos,,,peter.preovolos@alpha-omega-inc.com,,List import
9606967,,Robert Wenzinger,,,wenzinger@ajopartners.com,,List import
2552469,,Kisan Sastye,,,sastyekisan@gmail.com,,
11140124,Inactive Investor,Richard Fisher,Financial Advisor,LPL Financial LLC Eugene OR 199 E 5th Ave,richard.fisher@lpl.com,,Salesforce
10905705,Inactive Investor,Paul Pedretti,Vice President,Flagstar Advisors Brooklyn NY 6321 New Utrecht Ave,ppedretti@signatureny.com,,Salesforce
11140482,Inactive Investor,Deron Donalson,Senior Vice President,Robert W. Baird & Co. Incorporated Canonsburg PA 121 Champion Way,ddonalson@rwbaird.com,,Salesforce
9579930,,Jeff Worley,,,jeff@goldstartrust.com,,List import
231490,, -,,[[Unknown]],rsenth1@yahoo.com,,Direct
10818903,Inactive Investor,Susan Weber,Investment Executive,"Fifth Third Securities, Inc. West Chester OH 8975 Lakota Dr W",susan.weber@53.com,,Salesforce
223618,,Paul Shoj,,[Unknown],abachi@yahoo.com,,source
11127414,Inactive Investor,Audrey Koob,Vice President,PFS Investments Inc. Cincinnati OH 9918 Carver Rd,akoob@primerica.com,,Salesforce
11130623,Inactive Investor,Rayna Tanaka,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",rayna.tanaka@ampf.com,,Salesforce
11116666,Inactive Investor,John Kennedy,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
10833646,Inactive Investor,Kenneth Frost,Financial Advisor,Edward Jones Tallmadge OH 25 Erie Rd,ken.frost@edwardjones.com,,Salesforce
11043051,Inactive Investor,Donald Paul,Financial Advisor,Edward Jones Lafayette LA 3306 Kaliste Saloom Rd,donald.paul@edwardjones.com,,Salesforce
9643616,,Lorenzo Harris,,,lorenzoyupthatsme@gmail.com,,List import
233164,, -,,[[Unknown]],longgt28@gmail.com,,Organic Search
10891315,Inactive Investor,William Healey,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich CT 2 Pickwick Plz",william.healey@ml.com,,Salesforce
10929681,Inactive Investor,Jayce Wallace,Partner,"Cadaret, Grant & Co., Inc. Clarence NY 9092 Main St",jwallace@cadaretgrant.com,,Salesforce
10815555,Inactive Investor,Susan Walla,,"Avantax Investment Services, Inc. Blue Bell PA 925 Harvest Dr",wallas@myavantax.com,,Salesforce
10918227,Inactive Investor,Kyle Kinnamon,,Kinnamon & Associates Ltd II,,,Salesforce
11200847,Inactive Investor,Scott Soohoo,Chief Compliance Officer;Managing Director;Managing Member,Altron Capital Management,scott@altroncapital.com,,Salesforce
10860702,Inactive Investor,Aria Hattiangadi,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,aria.hattiangadi@fmr.com,,Salesforce
128551,,Daniel Kissling,,"Moneta Group Investment Advisors, Llc",dkissling@monetagroup.com,,
10852913,Inactive Investor,Kevin Majors,,Fidelity Brokerage Services LLC Albuquerque NM 5401 Watson Dr SE,,,Salesforce
11131705,Inactive Investor,Marcellous Fletcher,,GWN Securities Inc. Altamonte Springs FL 220 E Central Pkwy,mfletcher@gwnsecurities.com,,Salesforce
348259,,Christopher Winn,President,Interactive Wealth Advisors,chris@interactive-wealth.com,503-575-1953,Manual List Upload
10846274,Inactive Investor,Barbara Moore,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Stockton CA 2087 Grand Canal Blvd",barbara.2.allen-jackson@ampf.com,,Salesforce
10924510,Inactive Investor,Barrett Henry,,"Raymond James & Associates, Inc. Seattle WA 1201 3rd Ave",barrett.henry@raymondjames.com,,Salesforce
11180285,Inactive Investor,Simon Jarzembowski,,The Huntington Investment Company Holland MI 3413 W Shore Dr,simon.jarzembowski@huntington.com,,Salesforce
226248,, -,Chief Compliance Officer,"Rchristianfinancial Consultants, Llc The Clients",randy@rchristianfinancial.com,404-245-032,Initial Salesforce Import
1003071,Inactive Investor,Harrison Perry,,Interprise Partners,hp@interprisepartners.com,,3rd Party Lead Gen
10889539,Inactive Investor,David McKimmy,Branch Leader;Financial Consultant,"Charles Schwab & Co., Inc. Terre Haute IN 4830 S US Hwy 41",dave.mckimmy@schwab.com,,Salesforce
10603839,,David Zorub,"Chief Investment Officer, Limited Partner, Owner, Regulatory Contact","Parsifal Capital Management, LP",david@parsifalmanagement.com,,List Import
10984351,Inactive Investor,Lloyd Fechik,,"Bankers Life Securities, Inc. Spring TX 24624 Interstate 45 N",lloyd.fechik@bankerslife.com,,Salesforce
10900212,Inactive Investor,Anthony Jonsson,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10956589,Inactive Investor,Keven Sheehy,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
194549,,TENG PHAIK IMM CECILIA,,[Unknown],cecilia_teng2@hotmail.com,,source
10769677,Inactive Investor,Brian Convey,,Deutsche Bank Securities Inc.,,,Salesforce
11136797,Inactive Investor,Ion Cangea,,"Moloney Securities Co., Inc. Astoria NY 3501 30th Ave",icangea@moseco.com,,Salesforce
10771717,Inactive Investor,Kristina Newman,Portfolio Associate,Morgan Stanley Perrysburg OH 6250 Levis Commons Blvd,kristina.newman@morganstanley.com,,Salesforce
343588,,Pat Dillon,Financial Advisor,Pfg Advisors,contactfp@truwest.org,800-405-8850,Manual List Upload
10917628,Inactive Investor,Jeremy Ripperger,,"Northwestern Mutual Investment Services, LLC Franklin WI 1 Northwestern Mutual Way",jeremyripperger@northwesternmutual.com,,Salesforce
11136355,Inactive Investor,Susan Screeton,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,susan.screeton@fidelity.com,,Salesforce
10828814,Inactive Investor,Lionel Perkins,,"Wells Fargo Advisors Financial Network, LLC Raleigh NC 3110 Edwards Mill Rd",parker.perkins@wfafinet.com,,Salesforce
10933003,Inactive Investor,Kenneth Marable,Financial Planner,"Pruco Securities, LLC. Forest Hills NY 11835 Queens Blvd",kenneth.marable@prudential.com,,Salesforce
10995004,Inactive Investor,Olivia Lyons,,Lincoln Investment Buffalo NY 61 John Muir Dr,olyons@lincolninvestment.com,,Salesforce
11081039,Inactive Investor,Winnie Lam,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu HI 1003 Bishop St",winnie_lam@ml.com,,Salesforce
9554575,,Sammie Kreindel,,,sammie.kreindel@pnc.com,,List import
10978738,Inactive Investor,Edward Lockett,Financial Advisor,"FWG Investments, LLC",matt.lockett@familywg.com,,Salesforce
10818498,Inactive Investor,Bradley Poock,,"Muriel Siebert & Co., LLC Calabasas CA 24005 Ventura Blvd",bpoock@siebertnet.com,,Salesforce
11077367,Inactive Investor,John Juarez,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",john.juarez@schwab.com,,Salesforce
9561367,,Jonathan Glaser,,,jonathan.glaser@edwardjones.com,,List import
10895136,Inactive Investor,Michael Heath,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11124431,Inactive Investor,Kenneth Jeske,Financial Advisor,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",kenneth.p.jeske@ampf.com,,Salesforce
11184013,Inactive Investor,Thomas Ku,Financial Advisor;Senior Financial Advisor;Senior Vice President,"Wells Fargo Clearing Services, LLC Bellevue WA 205 108th Ave NE",thomas.w.ku@wellsfargo.com,,Salesforce
10829646,Inactive Investor,Bartly Carter,,"American Fidelity Securities, Inc.",bart.carter@americanfidelity.com,,Salesforce
10951491,Inactive Investor,Denise Comeau,,UBS Financial Services Inc. Rockland MA 1099 Hingham St,,,Salesforce
11144590,Inactive Investor,Aaron Edelman,Executive Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,aaron.edelman@morganstanley.com,,Salesforce
9544887,,Parker Stone,,,pstone@ayco.com,,List import
10911145,Inactive Investor,Aaron White,Chief Growth Officer;Partner;Wealth Advisor,"Adero Partners, LLC Palo Alto CA 306 Cambridge Ave",aaron@aderopartners.com,,Salesforce
10656950,,Joseph Langley,,,josephdlangley@primerica.com,,List Import
11051626,Inactive Investor,Bruce Carrow,,"Capital Insights Group of WNY, LLC.",,,Salesforce
10911547,Inactive Investor,Kenneth Haslam,,State Farm VP Management Corp. San Antonio TX 1202 E Sonterra Blvd,scott.haslam.qntc@statefarm.com,,Salesforce
11138479,Inactive Investor,Stephen Pupa,,Commonwealth Financial Network Forest Hill MD Private Residence,spupa@commonwealth.com,,Salesforce
10961788,Inactive Investor,Jennifer Winchester,,"Osaic Wealth, Inc. Tallahassee FL 2933 Kerry Forest Pkwy",,,Salesforce
9865109,,Brandon Jones,,,brandonjones071190@gmail.com,,Web Form Fillout
10946032,Inactive Investor,Lisa Markowitz,,"TIAA-CREF Individual & Institutional Services, LLC Irvington NY Private Residence",,,Salesforce
336896,,Monem Salam,"Executive Director, Executive Vice President",Saturna Capital Corporation,monem@saturna.com,360-594-9900,Manual List Upload
10853828,Inactive Investor,Robert Jackway,Senior Wealth Manager,"Vital Wealth Management, LLC",robertjackway@vitalwealthmgmt.com,,Salesforce
10989131,Inactive Investor,Zachary Carpenter,,"Northwestern Mutual Investment Services, LLC Nampa ID 98 McClure Ave",,,Salesforce
180512,,mary wood,,[Unknown],chingtzu1010@gmail.com,,
10949982,Inactive Investor,Douglas Joslin,,Cetera Advisor Networks LLC Punta Gorda FL 223 Taylor St,,,Salesforce
10831699,Inactive Investor,John Presta,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10929583,Inactive Investor,Charles Calhoon,,"Allstate Financial Services, LLC Oxford MS 2694 W Oxford Loop",ccalhoon@allstate.com,,Salesforce
10891819,Inactive Investor,Jacqueline Cohen,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jackie.cohen@fmr.com,,Salesforce
10956577,Inactive Investor,Kristi Krepel,Financial Advisor,Edward Jones Fremont NE 2215 N Clarkson St,kristi.krepel@edwardjones.com,,Salesforce
10959375,Inactive Investor,Norman Mays,Division Leader,PFS Investments Inc. Cuyahoga Falls OH 2321 2nd St,norman.mays@primerica.com,,Salesforce
9647046,,EUGENE SHEN,,,shen.eugene@gmail.com,,List import
10963188,Inactive Investor,Samantha Levin,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,samantha.levin@citi.com,,Salesforce
238122,, -,,[[Unknown]],rocketfiso@yahoo.com,,Paid Social
9641760,,Maxie Ely,,,maxieely32@gmail.com,,List import
11086569,Inactive Investor,Chelsey Nevarez,,"Northwestern Mutual Investment Services, LLC Lake Oswego OR 2 Centerpointe Dr",chelsey.nevarez@nm.com,,Salesforce
10925689,Inactive Investor,Robert Sowder,,CLG LLC Torrance CA 21250 Hawthorne Blvd,robert@clgwm.com,,Salesforce
135840,,B. Voigt,,"Kestra Advisory Services, Llc",b..voigt@kestrafinancial.com,,
11120993,Inactive Investor,Pilar Santamaria,Financial Advisor,"Ameriprise Financial Services, LLC Panama City FL 1714 W 23rd St",pilar.santamaria@ampf.com,,Salesforce
10659482,,Marcos Alvarado,,,marcos.alvarado@edwardjones.com,,List Import
11072104,Inactive Investor,Carrie Mantell,,"Principal Securities, Inc.",mantell.carrie@principal.com,,Salesforce
10509849,,Adam Margolis,Florida Real Estate Attorney,"Adam Margolis, Esq.",adam@householdtitle.com,,List Import
11103712,Inactive Investor,Frank Curcio,,"Herbert J. Sims & Co, Inc. Jupiter FL 270 S Central Blvd",fcurcio@hjsims.com,,Salesforce
9580762,,Roger Corey,,,roger.corey@securitiesamerica.com,,List import
9590703,,Miriam Lee,,,lee@bcim.ca,,List import
11002420,Inactive Investor,Jason Jukes,,"First Command Brokerage Services, Inc. Dayton OH 4027 Colonial Glenn Hwy",jijukes@firstcommand.com,,Salesforce
9547785,,Thomas Bergen,,,thomas.bergen@fidelity.com,,List import
240697,,Semus Simon,,[Unknown],simon@semuswp.com,,Event
10979551,Inactive Investor,Marc Mcclure,,"ConvexBeta Investments, LLC",marc@convexbeta.com,,Salesforce
11200207,Inactive Investor,Kathleen Kennicott,Investment Advisor Representative,"Osaic Wealth, Inc. Dysart IA 314 Main St",,,Salesforce
11101660,Inactive Investor,Sean Allen,Wealth Planning Associate,UBS Financial Services Inc. Florham Park NJ 500 Campus Dr,sean.a.allen@ubs.com,,Salesforce
10659664,,Denise Dulmage-Beran,,,denise.a.beran@chase.com,,List Import
9550984,,Arjen Gaasbeek,,,arjen.gaasbeek@gaaz-qt.com,,
11025279,Inactive Investor,Daniel Stybr,,"LaSalle St Securities, L.L.C. North Aurora IL 888 Bennett Dr",dstybr@lasallest.com,,Salesforce
9544467,,Enyo Agbodo,,,gymfuma@gmail.com,,List import
368192,,Pablo Fioroni,Manager,,pablo.fioroni@gmail.com,1158302472,Webinar
9600672,,PIERRE ILYAMUKURU,,,iryamukurup@yahoo.fr,,List import
9586018,,Lawrence Welch,,,lwelch@93fg.com,,List import
9571784,,Kristen Beckstead,,,kkbeckstead@ftb.com,,List import
10766318,Inactive Investor,Gavin McCormick,Associate Complex Manager;Vice President,Morgan Stanley Minneapolis MN 225 S 6th St,gavin.mccormick@morganstanley.com,,Salesforce
10895682,Inactive Investor,Marc Lieberman,Chief Executive Officer;Founder;Managing Member;Portfolio Manager;Principal,"Shorepine Wealth Management, LLC",,,Salesforce
11038565,Inactive Investor,Jerry Medved,Financial Advisor;Managing Director;Senior Investment Management Consultant,Morgan Stanley Seattle WA 601 Union St,jerry.medved@morganstanley.com,,Salesforce
9540499,,Aaron Katz,,Aaron Katz,akatz@skidmore.edu,,List Import
234228,,Fred Menzer,,[[Unknown]],fmenzer@comcast.net,,
5234,,Steven Dion,,[[Unknown]],steven.dion@desjardins.com,,Initial Salesforce Import
11080813,Inactive Investor,Andres Polanco,Financial Advisor,Edward Jones Irving TX 5605 N Macarthur Blvd,andy.polanco@edwardjones.com,,Salesforce
10753166,Inactive Investor,Kelley Girardin,Financial Advisor;Financial Planning Specialist,Morgan Stanley Davenport IA 4300 E 53rd St,,,Salesforce
10769553,Inactive Investor,Eladio Correa,Financial Advisor;Senior Vice President,"Ameriprise Financial Services, LLC Huntington Beach CA 101 Main St",eladio.x.correa@ampf.com,,Salesforce
10802081,Inactive Investor,Ann Echelmeier,Financial Advisor,Edward Jones Columbia MO 1729 W Broadway,ann.echelmeier@edwardjones.com,,Salesforce
11236253,Inactive Investor,Clarence Blanton,,"Dempsey Lord Smith, LLC Mount Pleasant SC 1156 Bowman Rd",,,Salesforce
9637194,,Haifeng Li,,,haifeng.li@fosun.com,,List import
9541797,,b s,,,23alleniverson23@gmail.com,,List import
11040377,Inactive Investor,Debra Edmondson,,J.P. Morgan Securities LLC Hiram GA 5218 Jimmy Lee Smith Pkwy,debra.edmondson@chase.com,,Salesforce
10487863,,Michael Presley,"Managing Partner, Portfolio Manager, Regulatory Contact","Twin Tree Management, LP",mpresley@twintreecapital.com,,List Import
11104783,Inactive Investor,James Lewis,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Lancaster OH 109 E Main St",,,Salesforce
11206814,Inactive Investor,Adolfo Molina,,NYLIFE Securities LLC New York NY 1 World Trade Ctr,amolina05@ft.newyorklife.com,,Salesforce
9552971,,Paul Knudson,,,paul@xtrabitcoin.com,,List import
10784646,Inactive Investor,Shane Bengtson,,"Charles Schwab & Co., Inc. Grover MO Private Residence",shane.bengtson@schwab.com,,Salesforce
11038094,Inactive Investor,Elise Sunde,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",elise.sunde@tdameritrade.com,,Salesforce
11189475,Inactive Investor,Michael Valentine Lujan,,LPL Financial LLC San Diego CA 4707 Executive Dr,michael.valentine-lujan@lpl.com,,Salesforce
10983277,Inactive Investor,Natalia Brown,Financial Advisor,Edward Jones Brooklyn NY 456 5th Ave,,,Salesforce
10837031,Inactive Investor,Joseph Cataldo,,"Raymond James Financial Services, Inc. Basking Ridge NJ 222 Mountain Rd",joseph.cataldo@raymondjames.com,,Salesforce
10996706,Inactive Investor,Kevin Cernuto,Financial Planner;Investment Advisor Representative,"MML Investors Services, LLC Warren NJ 25 Independence Blvd",kcernuto@financialguide.com,,Salesforce
10821171,Inactive Investor,Thomas Gilday,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
224954,,Tyrone Samuel,,[Unknown],tyesam@aol.com,,source
10923134,Inactive Investor,Bradley Beiswanger,Financial Services Professional,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
213699,,Luis Soto,,[Unknown],soto_s@hotmail.com,,Direct
10804293,Inactive Investor,Paul Mehno,Financial Advisor;Vice President,Fragasso Financial Advisors,pmehno@fragassoadvisors.com,,Salesforce
9582971,,Kevin Parker,,,kparker@sicm.com,,List import
343836,,William Connors,Managing Director,Stonebridge Partners Llc,wconnors@stonebridgepartners.com,914-682-2700,Manual List Upload
9593656,,Thomas Czanstkowski,,,tom@sherrygroupinc.com,,List import
10753966,Inactive Investor,Christopher Hass,Financial Advisor,LPL Financial LLC Louisville KY 2950 Breckenridge Ln,chris.hass@lpl.com,,Salesforce
11052720,Inactive Investor,Antonia Clearwaters,Chief Compliance Officer;President,Clarity Investments + Planning LLC,aclearwaters@clarityinv.com,,Salesforce
10934212,Inactive Investor,Bradley Moser,Consultant,"Wells Fargo Clearing Services, LLC Los Angeles CA 10920 Wilshire Blvd",,,Salesforce
9633265,,Robert Romain,,,rbromain@inno-plast.com,,List import
11188108,Inactive Investor,Mark Sweeney,Financial Planner,"Pruco Securities, LLC. Vienna VA 1919 Gallows Rd",mark.sweeney@prudential.com,,Salesforce
11024600,Inactive Investor,David Toomey,,"OneAmerica Securities, Inc. Tampa FL 3825 Henderson Blvd",david.toomey@oasecurities.com,,Salesforce
11172490,Inactive Investor,Austin Eifler,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,austin_eifler@vanguard.com,,Salesforce
9611591,,William Degnan,,,mjrglobal1@gmail.com,,List import
9576811,,Scott Bullock,,,sbullock@ayco.com,,List import
10919367,Inactive Investor,Marcia Borkowsky,,J.P. Morgan Securities LLC Monroe NY 475 State Rte 17M,marcia.l.borkowsky@jpmorgan.com,,Salesforce
11157095,Inactive Investor,Nicholas Guzman,,"U.S. Bancorp Investments, Inc. Cincinnati OH 5065 Wooster Rd",,,Salesforce
11144489,Inactive Investor,Douglas Crowl,Financial Advisor,Key Investment Services LLC Mentor OH 7850 Plaza Blvd,douglas.crowl@key.com,,Salesforce
343407,, -,,[[Unknown]],zhh61022@163.com,,Paid Search
11138319,Inactive Investor,Michael Marshel,,"Centaurus Financial, Inc. Richland WA Private Residence",,,Salesforce
144264,,debra fournier,,LPL Financial,debra.fournier@lpl.com,,source
10761983,Inactive Investor,Jason Miller,,"Raymond James & Associates, Inc. Naples FL 8889 Pelican Bay Blvd",jason.miller@raymondjames.com,,Salesforce
9549263,,David Echeverria,,,decheverria@europac.net,,List import
10862712,Inactive Investor,George Drakos,,"Vanderbilt Securities, LLC",gdrakos@vanderbiltsecurities.com,,Salesforce
11060645,Inactive Investor,James Easton,,"Osaic Wealth, Inc. Rockford IL 2126 N Perryville Rd",jeaston@osaicwealth.com,,Salesforce
40227,,Michael Liskowitz,,"MML Investors Services, LLC",mliskowitz@financialguide.com,732-371-3918,
10981073,Inactive Investor,Allen Butler,,Pullen Investment Management,allenbutler@pulleninvest.com,,Salesforce
11118184,Inactive Investor,Gretchen Beedle,,NYLIFE Securities LLC Vinton VA 131 E Lee Ave,gwbeedle@ft.newyorklife.com,,Salesforce
10764411,Inactive Investor,Franklin Hinson,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,franklin_hinson@vanguard.com,,Salesforce
11009949,Inactive Investor,Thomas Madison,,"MML Investors Services, LLC Savannah GA 321 Commercial Dr",tmadison2@financialguide.com,,Salesforce
11035898,Inactive Investor,Kimberly Wright,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Mitchell KY 300 Buttermilk Pike",kimberly.wright@ml.com,,Salesforce
10879587,Inactive Investor,Erin Robert,,J.P. Morgan Securities LLC,erin.b.robert@jpmorgan.com,,Salesforce
10869952,Inactive Investor,Theresa Nord,,Fidelity Brokerage Services LLC,theresa.nord@fmr.com,,Salesforce
10863063,Inactive Investor,Patrick Egan,Advisor;Vice President,Thrivent Investment Management Inc.,patrick.egan@thrivent.com,,Salesforce
9586967,,Stephen Kaloroplos,,,eubie@bellsouth.net,,List import
9608865,,James Bell,,,jameswlbell@hotmail.com,,List import
9604816,,Stephanie Ficucell,,,stephanie.ficucell@lpl.com,,List import
11013000,Inactive Investor,Roland Castro,Associate Advisor;Business Consultant;Financial Advisor,GFG Solutions,roland@gfgsolutions.com,,Salesforce
10842473,Inactive Investor,Joseph Storthz,,"Osaic Wealth, Inc. Houston TX 9723 Atwell Dr",,,Salesforce
9645974,,Troy White,,,arvela83@yahoo.com,,List import
11194912,Inactive Investor,George Mannella,,"Osaic Wealth, Inc. Orland Park IL 15040 S Ravinia Ave",,,Salesforce
11055833,Inactive Investor,Gregory Boehne,,"Osaic Wealth, Inc. Rogersville MO 4940 S Farm Road 189",,,Salesforce
10897679,Inactive Investor,Gabrielle Wilde,,Fidelity Brokerage Services LLC Austin TX 11501 Alterra Pkwy,,,Salesforce
10867514,Inactive Investor,Kevin Truitt,Chief Investment Officer;Director - Research;Trading,"SDM Investments, LLC",ktruitt@sdminvestments.com,,Salesforce
9644951,,Javier Canessa,,,javicrypto73@protonmail.com,,List import
11094555,Inactive Investor,Chris Maddock,,Fidelity Brokerage Services LLC Dayton OH 4389 Walnut St,chris.maddock@fidelity.com,,Salesforce
10820818,Inactive Investor,Andrew Summers,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10891789,Inactive Investor,Jairo Sotelo,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jairo.sotelo@fmr.com,,Salesforce
11054950,Inactive Investor,Jeremy Cross,,"CNR Securities, LLC",jeremy.cross@cnr.com,,Salesforce
10510820,,thierry carrenard,,,tcarrenard@aviso.ca,,List Import
11076750,Inactive Investor,Ashton Pankonin,Chief Compliance Officer;Financial Advisor;Founder;Investment Advisor;President,Pankonin Financial Group,ashton@pankoninfinancial.com,,Salesforce
11262099,Inactive Investor,Nick Buttar,,Nick Buttar,robsally3@yahoo.com,8104442818,Google Natural Search
10781844,Inactive Investor,David Kramer,Vice President,Morgan Stanley,david.kramer@morganstanley.com,,Salesforce
10992871,Inactive Investor,Krystal Feldsherov,,J.P. Morgan Securities LLC New York NY 305 7th Ave,krystal.feldsherov@jpmorgan.com,,Salesforce
10874010,Inactive Investor,Allen Davis,,"MML Investors Services, LLC Hadley MA 10 Bay Rd",ajdavis@financialguide.com,,Salesforce
9545584,,Samuel Lam,,,samuel.lam@transamerica.com,,List import
9593172,,Burke Johnson,,,burke.johnson@planstrategies.com,,List import
10756441,Inactive Investor,Suresh Khattar,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,suresh.khattar@jpmorgan.com,,Salesforce
11117973,Inactive Investor,Bryan Munoz,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11132464,Inactive Investor,Arlo Sullivan,Chief Executive Officer,WealthSource,,,Salesforce
11044365,Inactive Investor,Carlee Rose,Financial Advisor,Edward Jones Abingdon VA 26112 Lee Hwy,carlee.rose@edwardjones.com,,Salesforce
10980551,Inactive Investor,Steven Pusterla,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayne NJ 1700 State Rte 23",steven.pusterla@ml.com,,Salesforce
10883378,Inactive Investor,Jared Arrant,Financial Advisor,Edward Jones Ellijay GA 167 Fowler St,jared.arrant@edwardjones.com,,Salesforce
11154834,Inactive Investor,Jared Crawford,Registered Client Associate;Senior Client Associate,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",jared.crawford@wellsfargoadvisors.com,,Salesforce
11152637,Inactive Investor,Christopher Strickland,Financial Advisor,"Osaic Wealth, Inc. Orlando FL 3300 S Hiawassee Rd",,,Salesforce
10909768,Inactive Investor,Bonnie Cruice,,Vanguard Marketing Corporation,bonnie_cruice@vanguard.com,,Salesforce
10852816,Inactive Investor,Susan Brannen,,Fidelity Brokerage Services LLC Schaumburg IL 1572 E Golf Rd,susan.newton@fidelity.com,,Salesforce
10782523,Inactive Investor,Brett Mahle,Financial Advisor,Morgan Stanley Louisville KY 4969 US Hwy 42,brett.mahle@morganstanley.com,,Salesforce
10995489,Inactive Investor,James Mckay,,GWN Securities Inc. Hampton VA 2101 Executive Dr,jmckay@gwnsecurities.com,,Salesforce
10880848,Inactive Investor,Michael Gomez,,"Prospera Financial Services, Inc.",mike.gomez@prosperafinancial.com,,Salesforce
11145307,Inactive Investor,Cassandra Sanzo,Senior Registered Associate,Morgan Stanley Houston TX 1330 Post Oak Blvd,cassandra.sanzo@morganstanley.com,,Salesforce
10976608,Inactive Investor,Scott Greenameyer,Financial Advisor,"Redhawk Wealth Advisors, Inc. Hendersonville TN 1050 Glenbrook Way",,,Salesforce
9561161,,Jp -,,,jphillips5605@gmail.com,,List import
11202391,Inactive Investor,Eric Ludovico,Director - Operations;Executive Vice President,"M Stevens Wealth Advisors, LLC",eludovico@mstevens.com,,Salesforce
10923387,Inactive Investor,Marcus Shaw,Associate Financial Advisor,Thrivent Investment Management Inc. Del Mar CA 445 Marine View Ave,marcus.shaw@thrivent.com,,Salesforce
10786628,Inactive Investor,James Jack,Financial Advisor,"Ameriprise Financial Services, LLC Independence OH 6100 Oak Tree Blvd",james.l.jack@ampf.com,,Salesforce
166648,,Tommy M,,[Unknown],hr12rtk@gmail.com,,Other
11010053,Inactive Investor,William Kult,Financial Advisor,Thrivent Investment Management Inc. Carmel IN 57 Cricketknoll Ln,william.kult@thrivent.com,,Salesforce
11205077,Inactive Investor,Clint Auttonberry,,Cetera Advisors LLC League City TX 2450 S Shore Blvd,,,Salesforce
10794022,Inactive Investor,Jeffrey Kutz,Financial Advisor,"Ameriprise Financial Services, LLC Andover MA 10 New England Business Center Dr",jeffrey.k.kutz@ampf.com,,Salesforce
11173513,Inactive Investor,Lance Tyner,Financial Professional,LPL Financial LLC Charleston SC 105 Wappoo Creek Dr,lance.tyner@lpl.com,,Salesforce
9634058,,Karena Holt,,,kholt0401@gmail.com,,List import
11188168,Inactive Investor,Peter Horton,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Sugar Land TX 77 Sugar Creek Center Blvd",peter.horton@wellsfargoadvisors.com,,Salesforce
237361,, -,,[[Unknown]],tweepham43@gmail.com,,
10769554,Inactive Investor,Nancy Eckert,,"Wells Fargo Clearing Services, LLC Anaheim CA 2400 E Katella Ave",nancy.eckert@wellsfargoadvisors.com,,Salesforce
9642814,,Kevin Leiske,,,kleiske@gmail.com,,List import
10760231,Inactive Investor,Carter Baumert,Senior Resident Director;Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",carter_baumert@ml.com,,Salesforce
11072215,Inactive Investor,Scott Rethke,Branch Manager;Managing Director,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",scott.r.rethke@ampf.com,,Salesforce
9545980,,Arthur French,,,afrench@pillarpacific.com,,List import
9621704,,Damus Amus,,,naishr@gmail.com,,List import
10961681,Inactive Investor,Ramon Familia,,J.P. Morgan Securities LLC Astoria NY 2121 Broadway,ramon.s.familia@chase.com,,Salesforce
10979702,Inactive Investor,Richard Allridge,Operations Manager;President,"Allridge Wealth Management, Inc Bethesda MD 3 Bethesda Metro Ctr",,,Salesforce
11013329,Inactive Investor,Shin Jie Huang,,J.P. Morgan Securities LLC Union City CA 32101 Union Lndg,shin-jie.huang@jpmorgan.com,,Salesforce
9627897,,Troy Gravitt,,,troy@nexo.io,,List import
11221081,,Kelly Crane,,,kcrane@wealthenhancement.com,,List Import
11109744,Inactive Investor,Randdy Rodriguez,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,rrodriguez14@ft.newyorklife.com,,Salesforce
10935276,Inactive Investor,Charles Aronson,,Avant-Garde Trading Securities,,,Salesforce
11156298,Inactive Investor,Ivery Lewis,,J.P. Morgan Securities LLC Skokie IL 7941 N Lincoln Ave,ivery.lewis@jpmorgan.com,,Salesforce
11058487,Inactive Investor,John Munson,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
333359,,Eric Lindblad,,JMS Capital,elindblad@jmswealth.com,,Manual List Upload
11208863,Inactive Investor,Robert Hesslink,,"Osaic Wealth, Inc. Damascus OR Private Residence",rhesslink@osaicwealth.com,,Salesforce
9619914,,Joe Cicero,,,joseph.m.cicero@gmail.com,,List import
10907765,Inactive Investor,Anju Paul,,J.P. Morgan Securities LLC Mountain View CA 749 W El Camino Real,anju.paul@jpmorgan.com,,Salesforce
11043694,Inactive Investor,Alan Correa Huerta,,J.P. Morgan Securities LLC Houston TX 5240 W 34th St,alan.correa-huerta@jpmorgan.com,,Salesforce
10870720,Inactive Investor,James Fischer,,Post Resch Tallon Group Sackets Harbor NY Private Residence,jfischer@postreschtallon.com,,Salesforce
9594855,,Michael Munekata,,,michael@kelman-lazarov.com,,List import
10874007,Inactive Investor,Jeffrey Baker,,"Osaic Wealth, Inc. West Des Moines IA 1200 Valley W Dr",,,Salesforce
206044,,Richard Foreman,,[Unknown],scubapelli@protonmail.com,,source
11163303,Inactive Investor,Adam Johnston,,LPL Financial LLC Fort Wayne IN 1690 Broadway,,,Salesforce
11187980,Inactive Investor,Tiffany Lusk,Client Advisor,J.P. Morgan Securities LLC Littleton CO 5734 S Prince St,tiffany.a.lusk@jpmorgan.com,,Salesforce
11086934,Inactive Investor,Bradley Shammas,Financial Advisor,"CreativeOne Securities, LLC Anaheim CA 1240 N Lakeview Ave",bshammas@c1s.net,,Salesforce
11204605,Inactive Investor,Benjamin Thomas,,"Northwestern Mutual Investment Services, LLC Rapid City SD 909 Saint Joseph St",benjamin.thomas@nm.com,,Salesforce
9645804,,Lynn Pierson,,,lynnhpierson@gmail.com,,List import
11138067,Inactive Investor,Megan Conroy,Director - Financial Guidance Services,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
9546991,,Mark Gronert,,,mark.gronert@thrivent.com,,List import
10895506,Inactive Investor,Timothy Irvine,Financial Services Representative,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
10921261,Inactive Investor,Martin Pyle,Investment Advisor Representative,"Principal Securities, Inc. Pegram TN Private Residence",pyle.martin@principal.com,,Salesforce
10900922,Inactive Investor,Katelyn Novara,Wealth Advisor,LPL Financial LLC Madison WI 662 State St,katelyn.stanton@lpl.com,,Salesforce
332697,,Angus Maloney,,TBD,angus@novahq.com,3025841234,
10872328,Inactive Investor,Benjamin Peters,Chief Compliance Officer;Lead Advisor;Principal,Burton Enright Welch,bpeters@bewinvest.com,,Salesforce
11117916,Inactive Investor,Isabel Jacobs,Financial Advisor,"Osaic Wealth, Inc. Sebastian FL 9434 N US Hwy 1",,,Salesforce
11026596,Inactive Investor,Quan Nguyen,,Innovation Partners LLC,qnguyen@innovationpartnersllc.com,,Salesforce
9576783,,Christopher Moore,,,chris.moore@masseyquick.com,,List import
10780018,Inactive Investor,Sonia Pittman,,Morgan Stanley La Jolla CA 1250 Prospect St,sonia.pittman@morganstanley.com,,Salesforce
5356998,,LIM NA,,,wkughfbfagznbt@karenkey.com,,Web Form Fillout
10948304,Inactive Investor,Joe Mathews,Financial Advisor;Financial Planner,"Christy Capital Management, Inc.",,,Salesforce
11034834,Inactive Investor,Daniel Mc Geever,Private Wealth Advisor,"Ameriprise Financial Services, LLC Glen Echo MD 6112 Oberlin Ave",daniel.j.mcgeever@ampf.com,,Salesforce
10983681,Inactive Investor,Leah Koehnke,,LPL Financial LLC Burlington WI 1000 Milwaukee Ave,leah.koehnke@lpl.com,,Salesforce
199151,,Steve Meier,,Advisor Group,steve.meier@advisorgroup.com,,
9553323,,Kevin Marsh,,,kmarsh@calton.com,,List import
10873621,Inactive Investor,Angela Hopkins,First Vice President - Investments,"Capitol Securities Management, Inc. Morristown NJ 89 Headquarters Plz",ahopkins@capitolsecurities.com,,Salesforce
11150387,Inactive Investor,Erick Cabello Orozco,,PFS Investments Inc. Huntersville NC 13420 Reese Blvd W,ecabello@primerica.com,,Salesforce
10510168,,Brian Portnoy,,Shaping Wealth,bp@shapingwealth.com,,List Import
9921278,,Peter Lasne,,,plasne@iname.com,,Web Form Fillout
11146357,Inactive Investor,Eric Ridenour,Chief Compliance Officer;Managing Director;Regulatory Contact;Trustee;Wealth Advisor,"Colony Family Offices, LLC",eric.ridenour@colonyfamilyoffices.com,,Salesforce
9641102,,Jeff LeVine,,,jelede45@gmail.com,,List import
11105929,Inactive Investor,Deven Thompson,,PFS Investments Inc. Oklahoma City OK 5350 S Western Ave,,,Salesforce
9560825,,courtnay guimaraes,,,courtnayguima@gmail.com,,List import
11033082,Inactive Investor,Christopher Otillio,Vice President,Robert W. Baird & Co. Incorporated Nashville TN 1600 West End Ave,cotillio@rwbaird.com,,Salesforce
372912,,Ali Saadat,,[Unknown],alisaadat13611361@gmail.com,,source
339756,,Robert Landin,Managing Partner,"The Milestone Real Estate Group, Lp",rlandin@milestonegp.com,214-442-8150,Manual List Upload
10860483,Inactive Investor,Jason Dodd,Financial Advisor,Oppenheimer & Co. Inc. Providence RI 1 Financial Plz,jason.dodd@opco.com,,Salesforce
10974799,Inactive Investor,David Dardashti,Chief Compliance Officer;Managing Member,"Spearhead Advisors, LLC",,,Salesforce
9615995,,Thomas Flory,,,tnjflory@embarqmail.com,,List import
371310,,robin runco,,The Johnson Group,robinjohnson7048@gmail.com,(248) 971-8576,Google Natural Search
10644419,,Edgar Coolidge,,,ecoolidge@williamblair.com,,List Import
9571284,,Matt Xie,,,matt.xie@moorecap.com,,List import
37625,,Steven Asche,Wealth Advisor,Thrivent Investment Management Inc.,steve.asche@thrivent.com,701-293-9358,
10927767,Inactive Investor,Michelle Caudle,,"Harbour Investments, Inc. Lac Du Flambeau WI Private Residence",,,Salesforce
10612606,,Joseph Femia,Financial Advisor,,joe.femia@ampf.com,,List Import
204442,,Mark Womack,,[Unknown],mark@monsterconstructors.com,,
10798441,Inactive Investor,Kerri Tuckey,Registered Client Associate;Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Farmington MI 39001 W 12 Mile Rd",kerri.tuckey@ml.com,,Salesforce
9628555,,Clemens Mueller,,,clemenswmueller@hotmail.com,,List import
10794484,Inactive Investor,David Puopolo,Managing Director,"Charles Schwab & Co., Inc. Boston MA 1 International Pl",david.puopolo@schwab.com,,Salesforce
10859263,Inactive Investor,Joshua Rosenberg,,"Sanford C. Bernstein & Co., LLC Atlanta GA 3560 Lenox Rd NE",joshua.rosenberg@bernstein.com,,Salesforce
343353,, -,,[[Unknown]],bob@hoffmanwest.com,,
10865290,Inactive Investor,Solenn Seguillon,Private Banker,J.P. Morgan Securities LLC San Francisco CA 560 Mission St,solenn.seguillon@jpmorgan.com,,Salesforce
11235807,Inactive Investor,Anthony Vernale,Head - Asset Management,"Atlantic Wealth Partners, LLC",anthony@atlanticwealthpartners.com,,Salesforce
11024973,Inactive Investor,Kevin Thomas,,Altruist Financial LLC,,,Salesforce
11090420,Inactive Investor,Daniel Bingham,Associate Wealth Advisor,"Peirce Capital Management, LLC",daniel@peircecap.com,,Salesforce
11033387,Inactive Investor,Ronald Sperry,Senior Financial Advisor,"Diamond Wealth Management, LLC",ron@diamondwealthmgt.com,,Salesforce
337586,,Ronald Sanders,"Vice President, Secretary","Colony Capital Investment Advisors, Llc",rsanders@colonyinc.com,561-948-6367,Manual List Upload
11222737,,William Ennis,,,wennis@merceradvisors.com,,List Import
9576362,,Tan Pham,,,oanhpham6002@gmail.com,,List import
11208929,Inactive Investor,John Folz,Senior Vice President - Private Wealth Management,CWA Asset Management Group,jay.folz@capitalwealthadvisors.com,,Salesforce
10773919,Inactive Investor,David Burch,,"Cambridge Investment Research, Inc. Saint Simons Island GA 2487 Demere Rd",,,Salesforce
11164988,Inactive Investor,Derek Hamons,,State Farm VP Management Corp. Akron OH 567 E Turkeyfoot Lake Rd,,,Salesforce
337063,,Esther Harlow,Secretary,"Harlow Wealth Management, Inc.",esther@nwtaxadvisors.com,360-573-2522,Manual List Upload
11174657,Inactive Investor,Gregory Thomas,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",,,Salesforce
9542481,,Patricia Muchinsky,,BNY,Patricia.Muchinsky@bnymellon.com,,List import
11122271,Inactive Investor,Corey Steadman,Financial Advisor,"Raymond James & Associates, Inc. Tampa FL 1646 W Snow Ave",cj.steadman@raymondjames.com,,Salesforce
10787753,Inactive Investor,Richard Mirsberger,,J.P. Morgan Securities LLC,richard.j.mirsberger@jpmorgan.com,,Salesforce
9639820,,Maddie Sassen,,,msassen@clemson.edu,,List import
9551308,,Jeffrey Buckner,,,jeff@plancorp.com,,List import
10937794,Inactive Investor,Mitchell Cohen,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
10945551,Inactive Investor,Mark Anderson,,State Farm VP Management Corp. Binghamton NY 50 Pennsylvania Ave,mark.anderson.mglt@statefarm.com,,Salesforce
11217409,,Edwin Blanchard,,,edwin.blanchard@lpl.com,,Other
9559293,,Lisa Roberts,,,lisa.roberts@voyafa.com,,List import
340594,,Gildas Surry,Shareholder,Axiom Alternative Investments,gildas.surry@axiom-ai.com, -84173938,Manual List Upload
9624041,,Tim Reiner,,,tjreiner00@yahoo.com,,List import
11236540,Inactive Investor,Matthew Latarewicz,Investment Analyst,Heron Bay Capital Management,,,Salesforce
10771710,Inactive Investor,Li-Wen Kang,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Towson MD 901 Dulaney Valley Rd",liwen.kang@ml.com,,Salesforce
10646843,,Ronn Castle,,,ronn.castle@lpl.com,,List Import
10808833,Inactive Investor,Mark Cole,,"Northwestern Mutual Investment Services, LLC Seattle WA 601 Union St",mark.cole@nm.com,,Salesforce
11166398,Inactive Investor,Matthew D'Ambrosia,,Fidelity Brokerage Services LLC Boston MA 155 Congress St,,,Salesforce
9638627,,Paul Maguire,,,paul.maguire@nationaltrust.org.uk,,List import
10959427,Inactive Investor,Robert Messina,,"Gibbs Wealth Management, LLC Newport Beach CA 660 Newport Center Dr",,,Salesforce
11115530,Inactive Investor,James Ysebaert,Senior Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",,,Salesforce
204143,,Patrick Ryan,,[Unknown],patjohnr@gmail.com,,source
10970182,Inactive Investor,David Smith,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11060383,Inactive Investor,Kendall Curry,Financial Advisor,LPL Financial LLC Lawrence KS 4910 Corporate Centre Dr,kendall.curry@lpl.com,,Salesforce
9581385,,Peter Zeuli,,,pzeuli@piplp.com,,List import
10531754,,Paul Kirz,owner,Paul H Kirz CFP,pkirz@aol.com,7145298694,List Import
11011528,Inactive Investor,Gary Lung,,"Farmers Financial Solutions, LLC Saint Charles MO 2248 Bluestone Dr",,,Salesforce
9567057,,Siva G,,,sginv@outlook.com,,List import
10959738,Inactive Investor,Taylor Scott,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,,,Salesforce
10907098,Inactive Investor,Stuart Laake,,Cetera Financial Specialists LLC Clearwater FL 1070 Kapp Dr,stuart.laake@ceterafs.com,,Salesforce
1002174,Inactive Investor,Mitra Sen,Senior Director,Sen Family Office,mitra@senfamilyoffice.com, +1 646 381 2005,
10606595,,James Lapiedra,Relationship Manager,"Lord, Abbett & Co. LLC",jlapiedra@lordabbett.com,201-827-2269,List Import
10989599,Inactive Investor,Austin Hill,,"First Command Brokerage Services, Inc. Lakewood WA 8820 59th Ave SW",amhill@firstcommand.com,,Salesforce
10988277,Inactive Investor,Shelly Floyd,Investment Advisor,"Concourse Financial Group Securities, Inc. Birmingham AL 4505 Pine Tree Cir",shelly.floyd@concoursefinancial.com,,Salesforce
11113618,Inactive Investor,Wayne Baker,,Fidelity Brokerage Services LLC Boston MA 801 Boylston St,wayne.baker@fidelity.com,,Salesforce
11119069,Inactive Investor,Greggory Dawson,Financial Planning Assistant,"Ameriprise Financial Services, LLC Hopkins MN 10159 Wayzata Blvd",greggory.dawson@ampf.com,,Salesforce
10846520,Inactive Investor,Frank Sabatucci,,LPL Financial LLC Temple PA 700 Euclid Ave,frank.sabatucci@lpl.com,,Salesforce
9639774,,Sam Martin,,,smartin@scsfinancial.com,,List import
10664175,,Raymond Kollecker,,,raycmaor@gmail.com,,Web Form Fillout
10937348,Inactive Investor,Amy Willingham,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,amy.willingham@primerica.com,,Salesforce
11043626,Inactive Investor,Louis Lowe,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11173220,Inactive Investor,Elizabeth Garabedian,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",elizabeth_garabedian@ml.com,,Salesforce
10995264,Inactive Investor,Katherine Lake,,MWA Financial Services Inc. Allegan MI 155 Brady St,katherine.d.lake@mwarep.org,,Salesforce
10938448,Inactive Investor,Daniel Johnson,Financial Professional,"Equitable Advisors, LLC Fort Lauderdale FL 1 Financial Plz",daniel.johnson3@equitable.com,,Salesforce
333751,,Lauren Lambe,Associate,Loancore Capital Credit Advisor Llc,llambe@loancore.com,203-861-6000,Manual List Upload
9608020,,Andrew Armstrong,,,aarmstrong@cooke-bieler.com,,List import
11015213,Inactive Investor,Mark Dela Cruz,,PFS Investments Inc. Long Beach CA 161 W Victoria St,mdelacruz.7jklc@primerica.com,,Salesforce
10935474,Inactive Investor,Joshua Bishop,Client Associate,"Wells Fargo Clearing Services, LLC Appleton WI 1270 N Westhill Blvd",,,Salesforce
10961462,Inactive Investor,Garrett Linker,,Cetera Advisors LLC Prosper TX 130 N Preston Rd,,,Salesforce
9647067,,Nwabisa Zacharia,,,domingu.jona@yahoo.com,,List import
10835613,Inactive Investor,Renee Volk,Financial Advisor,"Ameriprise Financial Services, LLC Saint Cloud MN 1765 Roosevelt Rd",renee.crepeau@ampf.com,,Salesforce
11122794,Inactive Investor,Jennifer May,,J.P. Morgan Securities LLC Plano TX 8181 Communications Pkwy,jennifer.may@jpmorgan.com,,Salesforce
11002345,Inactive Investor,Beiyun Wang,,J.P. Morgan Securities LLC Irvine CA 15275 Culver Dr,beiyun.wang@chase.com,,Salesforce
10975686,Inactive Investor,Chevorne Norton-James,,J.P. Morgan Securities LLC Brooklyn NY 1764 Rockaway Pkwy,,,Salesforce
10753444,Inactive Investor,James Elam,,"Raymond James Financial Services, Inc. Fort Pierce FL 600 Citrus Ave",james.elam@raymondjames.com,,Salesforce
11164707,Inactive Investor,Jennifer Steil,Principal;Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Spring TX 2445 Technology Forest Blvd",jennifer.steil@nm.com,,Salesforce
11081731,Inactive Investor,Michael Marsh,Chief Compliance Officer;Member;Principal;Wealth Manager,"Marsh Wealth Management, LLC",,,Salesforce
229308,, -,,[[Unknown]],ron@indianajointboard.com,,
10644553,,Allison Marvel,,,amarvel@lincolninternational.com,,List Import
11183655,Inactive Investor,Jason Keller,Senior Wealth Planning Specialist,"Wells Fargo Advisors Financial Network, LLC",jason.keller@wfafinet.com,,Salesforce
9605380,,Xinyu Wang,,,552379780@qq.com,,List import
228353,, -,,[[Unknown]],ani37@bluewin.ch,,
9610174,,Nida Tadiarca,,,ntadiarca@gmail.com,,List import
11026127,Inactive Investor,Billy Barr,,"Woodmen Financial Services, Inc. Bristol TN 1241 Volunteer Pkwy",bjbarr@woodmen.org,,Salesforce
10930613,Inactive Investor,Somchai Preeyaphanich,,"MML Investors Services, LLC Denver CO 2000 S Colorado Blvd",spreeyaphanich@financialguide.com,,Salesforce
10905431,Inactive Investor,Debra Grauel,,Money Concepts Capital Corp Cincinnati OH Private Residence,dgrauel@moneyconcepts.com,,Salesforce
10793847,Inactive Investor,Gary Bickham,Financial Advisor,"Citizens Securities, Inc. Fort Washington PA 602 Office Center Dr",gary.bickham@citizenssecurities.com,,Salesforce
1004339,Inactive Investor,Jon Bacon,,Jon Bacon,jonathanc.bacon@gmail.com,,3rd Party Lead Gen
10764957,Inactive Investor,Ernest Mishne,Financial Advisor,Oppenheimer & Co. Inc. Beachwood OH 25550 Chagrin Blvd,ernests.mishne@opco.com,,Salesforce
11139663,Inactive Investor,Nicholas Elliott,Financial Advisor,"Ameriprise Financial Services, LLC Little Rock AR 22 Rahling Cir",nicholas.elliott@ampf.com,,Salesforce
334821,,Philip Garthe,Chief Operating Officer,"Hg Vora Capital Management, Llc",pgarthe@hgvoracapital.com,212-707-4300,Manual List Upload
10930299,Inactive Investor,Eric Kaleta,Retirement Plan Advisor,Lindberg & Ripple West Hartford CT 29 S Main St,emk@linrip.com,,Salesforce
11046252,Inactive Investor,Diana Walters,,Cetera Advisors LLC Red Bank NJ 30 Broad St,diana.walters@ceteraadvisors.com,,Salesforce
10837708,Inactive Investor,David Lilliston,,"Raymond James Financial Services, Inc. Watkinsville GA 1360 Caduceus Way",david.lilliston@raymondjames.com,,Salesforce
10916534,Inactive Investor,Kurt Hegerfeld,,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,chris.hegerfeld@ubs.com,,Salesforce
10952512,Inactive Investor,Jaclyn Piper,,"Charles Schwab & Co., Inc. Grosse Pointe MI 20879 Mack Ave",,,Salesforce
11092224,Inactive Investor,Pa Vue,Client Associate,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",pa.vue@rbc.com,,Salesforce
10776360,Inactive Investor,Michelle Reeder,Senior Client Associate,"Wells Fargo Clearing Services, LLC Tucson AZ 4051 E Sunrise Dr",michelle.reeder@wellsfargo.com,,Salesforce
10824265,Inactive Investor,John Bellizzi,Senior Vice President;Wealth Advisor,Morgan Stanley Modesto CA 1020 10th St,john.bellizzi@morganstanley.com,,Salesforce
10935896,Inactive Investor,Ernest Cozzi,,Cetera Advisor Networks LLC Oak Brook IL 1415 W 22nd St,ernest.cozzi@ceterafs.com,,Salesforce
10656440,,Samuel Braun,,,samuel.braun@fmr.com,,List Import
11068535,Inactive Investor,Bethany Spiewak,,"Northwestern Mutual Investment Services, LLC",,,Salesforce
9575709,,Herbert Gates,,,crawford.gates@lfg.com,,List import
11056531,Inactive Investor,Angela Mcmeans,,PFS Investments Inc. Edison NJ 135 Raritan Center Pkwy,amcmeans@primerica.com,,Salesforce
11143292,Inactive Investor,Charles Reninger,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Barrington IL 540 W Northwest Hwy",michael.c.reninger@ampf.com,,Salesforce
11091653,Inactive Investor,Carvon Futrell,,"Northwestern Mutual Investment Services, LLC Los Angeles CA 11111 Santa Monica Blvd",carvon.futrell@nm.com,,Salesforce
9552535,,Jose Santana,,,sucasolawfirm@gmail.com,,List import
10795472,Inactive Investor,Jeffrey Fallon,Financial Advisor,Edward Jones Bowling Green OH 170 S Main St,jeff.fallon@edwardjones.com,,Salesforce
10853880,Inactive Investor,Mary Ahearn,,"First Heartland Capital, Inc. Tucson AZ Private Residence",mahearn@firstheartland.com,,Salesforce
11103664,Inactive Investor,Laurel Heiligstedt,Senior Client Service Associate,"Raymond James & Associates, Inc. Chattanooga TN 537 Market St",laurie.heiligstedt@raymondjames.com,,Salesforce
10618886,,David Parker,,,david.t.parker@morganstanley.com,,List Import
11101416,Inactive Investor,Robert Magnacca,,"Empower Financial Services, Inc Waltham MA 255 Bear Hill Rd",robert.magnacca@empower.com,,Salesforce
10892045,Inactive Investor,Kevin Gravley,Assistant;Paraplanner,"Ameriprise Financial Services, LLC Arlington TX 700 Highlander Blvd",kevin.gravley@ampf.com,,Salesforce
10799517,Inactive Investor,Eric Abramson,Wealth Management Advisor,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,eric_abramson@glic.com,,Salesforce
11039968,Inactive Investor,Nicholas Lobasso,,"Alexander Capital, L.P.",nlobasso@alexandercapitallp.com,,Salesforce
9554950,,David Hebert,,,hebert.david@principal.com,,
9610757,,peter popolizio,,,petepop33@yahoo.com,,List import
10856231,Inactive Investor,Roderick Dillon,Chief Executive Officer;Chief Investment Officer;Co-Founder;Managing Member;Member;Portfolio Manager;Regulatory Contact,"VELA Investment Management, LLC",rdillon@vela-im.com,,Salesforce
9589382,,David Morrisroe,,,davidmorrisroe@gmail.com,,List import
11222218,,Michael Ringler,,,mringler@hbkswealth.com,,List Import
9623080,,Stephanie Hammond,,,stephscript@gmail.com,,List import
10919383,Inactive Investor,Jodie Covalt,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10981673,Inactive Investor,John Weikert,,Jefferies LLC,jweikert@jefferies.com,,Salesforce
337615,,Thomas Baker,Investment Advisor,Sandhill Investment Management,tbaker@sandhill-im.com,716-852-0279,Manual List Upload
350196,,Bill Devens,"Associate Director, Global Initiatives",Manulife Investment Management Timberland And Agri,bdevens@hnrg.com,617-747-1600,Manual List Upload
10888881,Inactive Investor,Cassandra Smith,,SECU Brokerage Services Morganton NC 130 Carbon City Rd,cassandra.smith@ncsecu.org,,Salesforce
11064918,Inactive Investor,Henry Guzzo,Co-Founder;Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 6915 Rochester Rd",henry.guzzo@ampf.com,,Salesforce
11064700,Inactive Investor,Christopher Thomas,,Edward Jones San Marcos TX 300 S C M Allen Pkwy,,,Salesforce
11093851,Inactive Investor,Kevin Odell,,NYLIFE Securities LLC Claxton GA 5 N Newton St,ksodell@ft.newyorklife.com,,Salesforce
11212995,Inactive Investor,Amy Richardson,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,amy.grabowski@fidelity.com,,Salesforce
11185419,Inactive Investor,Melanie Avery,Managing Director - Investments,"Wells Fargo Clearing Services, LLC Chesterfield MO 14767 N Outer 40 Rd",melanie.avery@wellsfargoadvisors.com,,Salesforce
11130224,Inactive Investor,Dwight Hipp,,"First Heartland Capital, Inc. Georgetown TX 700 S Austin Ave",dhipp@firstheartland.com,,Salesforce
9579196,,John Dwyer,,,jdwyer@ohionational.com,,List import
11009841,Inactive Investor,Michael Ryan,Chief Compliance Officer;Investment Advisor,Whelan Financial,mryan@whelanfinancial.com,,Salesforce
9567927,,Reno Reno,,,reno.seider@gmail.com,,List import
11121857,Inactive Investor,Tarina Rodgers,Wealth Relationship Manager,Citigroup Global Markets Inc. Crystal Lake IL 225 W Virginia St,tarina.rodgers@citi.com,,Salesforce
11044605,Inactive Investor,Christopher Emanuel,,Edward Jones Greenville NC 1805 W Arlington Blvd,christopher.emanuel@edwardjones.com,,Salesforce
9604144,,CHRISTOPHER MATTA,,,cmatta@3iq.ca,,List import
11187475,Inactive Investor,Joseph Lavitt,Financial Advisor,"Ameriprise Financial Services, LLC Los Angeles CA 11150 W Olympic Blvd",joseph.b.lavitt@ampf.com,,Salesforce
10997075,Inactive Investor,Matthew Cusson,,J.P. Morgan Securities LLC Enfield CT 50 Hazard Ave,matthew.cusson@chase.com,,Salesforce
11191959,Inactive Investor,Richard Johnston,Financial Advisor,LPL Financial LLC East Lansing MI 1400 Abbot Rd,,,Salesforce
9600492,,Margot Hare,,,mbrandt@northskycapital.com,,List import
11129257,Inactive Investor,Patrick Wang,,Evercore Group L.L.C.,patrick.wang@evercore.com,,Salesforce
10940492,Inactive Investor,Daniel Jackson,,Fidelity Brokerage Services LLC Roanoke TX 2 Destiny Way,,,Salesforce
9555101,,Jamie Calandriello,,,jamie.calandriello@hiptpartners.com,,
10970552,Inactive Investor,Brianna Barnes,Financial Advisor,BLBB Advisors,bbarnes@blbb.com,,Salesforce
11204377,Inactive Investor,Brandon Reuther,Financial Advisor,Edward Jones Saint Louis MO 1907 Schuetz Rd,brandon.reuther@edwardjones.com,,Salesforce
11095993,Inactive Investor,Paul Davis,Managing Member,"Hudson Value Partners, LLC",pdavis@hudsonvaluepartners.com,,Salesforce
336844,,Mark Triplett,Investment Adviser Representative,"Royal Fund Management, Llc",mark@triplett-westendorf.com,352-750-1637,Manual List Upload
10757833,Inactive Investor,Matthew McKeefrey,Portfolio Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
9636053,,Fred Kamp,,,fkamp@cisinvest.com,,List import
10765371,Inactive Investor,Andrew Knust,,"Truist Investment Services, Inc. Tampa FL 401 E Jackson St",andrew.knust@truist.com,,Salesforce
9634414,,David Frost,,,dfrost@newmountainfinance.com,,List import
10973506,Inactive Investor,Tiffany Davis,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
371888,,prasad hedge,,United States,prasadhedge1@gmail.com,,Salesforce
6260385,,Ian Smith,,,raxet69371@usharer.com,,Web Form Fillout
11199722,Inactive Investor,Andrew Tipton,,LPL Financial LLC El Dorado KS 101 N Main St,a.tipton@lpl.com,,Salesforce
11084121,Inactive Investor,Christopher Ogle,Investment Officer;Senior Vice President,"Benjamin F. Edwards & Company, Inc. Destin FL 36468 Emerald Coast Pkwy",chris.ogle@benjaminfedwards.com,,Salesforce
9591758,,Jonathan Levin,,,jlevin@gcmlp.com,,List import
9581874,,Jason Williams,,,jason.williams@sbsbinc.com,,List import
10813247,Inactive Investor,Robert Chung,Financial Advisor,Edward Jones Kahului HI 430 Kele St,robert.chung@edwardjones.com,,Salesforce
11001410,Inactive Investor,Daniel Leighton,Specialist,Edward Jones Rocky Point NC Private Residence,,,Salesforce
11110238,Inactive Investor,Benjamin Gibson,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",benjamin.gibson@schwab.com,,Salesforce
11210617,Inactive Investor,Brett Carson,,"Northwestern Mutual Investment Services, LLC Omaha NE 9300 Underwood Ave",brett.carson@nm.com,,Salesforce
9629696,,Callum O?Neil,,,callum.oneil@hotmail.co.uk,,List import
10909481,Inactive Investor,Daniel Beck,Financial Consultant;Financial Professional,"Equitable Advisors, LLC San Francisco CA 275 Battery St",daniel.beck@equitable.com,,Salesforce
11197515,Inactive Investor,Tiffany Burroughs,Senior Manager,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",tiffany.burroughs@schwab.com,,Salesforce
11111801,Inactive Investor,Brandon Reynolds,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Atlanta GA 3560 Lenox Rd NE,brandon.reynolds@ubs.com,,Salesforce
10995377,Inactive Investor,Daniela Sierra Castaneda,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11106933,Inactive Investor,Brian Fleming,Financial Advisor,Focus Financial Alexandria MN 307 N Nokomis St,bfleming@focusfinancial.com,,Salesforce
10788146,Inactive Investor,Kevin Reugger,,J.P. Morgan Securities LLC Metairie LA 3783 Veterans Memorial Blvd,kevin.a.reugger@chase.com,,Salesforce
11102823,Inactive Investor,Jared Davis,,"Equity Services, Inc. Cincinnati OH 1325 E Kemper Rd",jdavis@nationallife.com,,Salesforce
11044192,Inactive Investor,Christopher Duffy,,"Osaic Wealth, Inc. Los Angeles CA 11835 W Olympic Blvd",cduffy@royalaa.com,,Salesforce
9612020,,Sam Kavusi,,,skavusi@gmail.com,,List import
10896126,Inactive Investor,Nathan Travis,Financial Advisor,"Wells Fargo Clearing Services, LLC Memphis TN 6075 Poplar Ave",nathan.travis@wellsfargoadvisors.com,,Salesforce
11055629,Inactive Investor,Thomas Eich,,"RBC Capital Markets, LLC Minneapolis MN 250 Nicollet Mall",,,Salesforce
11109379,Inactive Investor,Richard Humphrey,,"Steward Partners Investment Solutions, LLC Clearwater FL 600 Cleveland St",richard.humphrey@stewardpartners.com,,Salesforce
11086868,Inactive Investor,Douglas Blount,,PFS Investments Inc. Loveland CO 1401 S Taft Ave,dblount.93xnl@primerica.com,,Salesforce
11044467,Inactive Investor,William Payne,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11198271,Inactive Investor,Cristina Dogaru,Paraplanner,"Ameriprise Financial Services, LLC Schaumburg IL 1901 N Roselle Rd",cristina.l.dogaru@ampf.com,,Salesforce
10884536,Inactive Investor,Kraig Bode,,"Sanctuary Securities, Inc. Springfield MO 1650 S Enterprise Ave",kbode@sanctuarywealth.com,,Salesforce
11001552,Inactive Investor,Cristy Tilley,,"Northwestern Mutual Investment Services, LLC Fort Wayne IN 110 W Berry St",cristy.tilley@nm.com,,Salesforce
373511,,Guizot Zeli Daniel Gaza,,[Unknown],guizotzelidanielg1994@gmail.com,,source
10985737,Inactive Investor,Olesea Baker,,J.P. Morgan Securities LLC Pompano Beach FL 6260 W Sample Rd,olesea.baker@jpmorgan.com,,Salesforce
9644773,,Ying Zhi,,,chelseazhi@gmail.com,,List import
9581999,,Matthew West,,,mwest@longshortadvisors.com,,List import
10949380,Inactive Investor,Andrew Pitt,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
10853032,Inactive Investor,Andrew Rose,Financial Professional,LPL Financial LLC Albemarle NC 234 E North St,andrew.rose@lpl.com,,Salesforce
353376,,Mitchell Manoff,Chief Executive Officer & Co-Founder,"Corinthian Partners, LLC",mmanoff@corinthianpartners.com,(212) 287-1500,List Import
7350800,,Henry Henry,,,piviyi1927@duiter.com,,Web Form Fillout
7080316,,Nelson Osazuwa,,,nelson.o@witdasolutions.com,,Web Form Fillout
219936,,Alan Tariq,,[Unknown],a.tariqcrutchfield@icloud.com,,Direct
11113646,Inactive Investor,Michael Macdonald,Senior Vice President,PFS Investments Inc. Latham NY 678 Troy Schenectady Rd,michael.macdonald@primerica.com,,Salesforce
11064789,Inactive Investor,Eugene Mason,,PFS Investments Inc. Rice Lake WI 11 E Eau Claire St,eugene.mason@primerica.com,,Salesforce
11096922,Inactive Investor,Walter Peretiatko,,PFS Investments Inc. Schererville IN 833 W Lincoln Hwy,walter.peretiatko@primerica.com,,Salesforce
10862682,Inactive Investor,Philip Owen,,"Northwestern Mutual Investment Services, LLC Gadsden AL 715 Walnut St",phil.owen@nm.com,,Salesforce
10808098,Inactive Investor,Stephen Callahan,Managing Member;Owner,"Callahan Investment Advisor, LLC",,,Salesforce
11170570,Inactive Investor,Garrett Pringle,Wealth Strategy Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,garrett.pringle@ubs.com,,Salesforce
11199348,Inactive Investor,Robert Norton,Chief Compliance Officer;Member;Senior Financial Advisor,"Capstone Wealth Advisors, LLC",rob@capstonewealthadvisors.com,,Salesforce
9556048,,Ava Dhshshs,,,shshsh@gmail.com,,List import
11024668,Inactive Investor,Joanne Lavin,,Commonwealth Financial Network Auburn MA 319 Southbridge St,jlavin@commonwealth.com,,Salesforce
10790479,Inactive Investor,Samuel Hallowell,Founding Partner;Partner;Senior Portfolio Manager;Senior Vice President,Van Liew Capital Inc,shallowell@vanliewtrust.com,,Salesforce
10968617,Inactive Investor,Meagan Sheaffer,,LPL Financial LLC Everett PA 115 E Main St,meagan.sheaffer@lpl.com,,Salesforce
11157910,Inactive Investor,Robert Koch,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,robert_koch@vanguard.com,,Salesforce
10841463,Inactive Investor,Michael Rutledge,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Huntsville AL 525 Madison St SE",michael.rutledge@wellsfargoadvisors.com,,Salesforce
10917334,Inactive Investor,Christopher Peterson,,"Raymond James Financial Services, Inc. Las Vegas NV 4021 Meadows Ln",chris.peterson@raymondjames.com,,Salesforce
10920828,Inactive Investor,Ajdin Dropic,,"MML Investors Services, LLC Cincinnati OH 3825 Edwards Rd",adropic@financialguide.com,,Salesforce
10965395,Inactive Investor,Jeffrey Nieman,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",,,Salesforce
10803261,Inactive Investor,Brian Friedman,Managing Director;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",brian.friedman@ml.com,,Salesforce
11230995,Inactive Investor,Peter Morin,,LPL Financial LLC Westfield MA 141 Elm St,,,Salesforce
10558112,,stefanos panayi,,,stefospa@hotmail.com,,Web Form Fillout
173360,,Frederik Illg,,[Unknown],frederik.illg@googlemail.com,,
221197,,Alex Nesmith,,[Unknown],alex.nesmith@gmail.com,,
11037771,Inactive Investor,Marc Slone,,Fidelity Brokerage Services LLC Clearwater FL 28100 US Hwy 19 N,marcslone.team@fidelity.com,,Salesforce
10860994,Inactive Investor,Kelly Eddy,,"Northwestern Mutual Investment Services, LLC Lombard IL 377 E Butterfield Rd",kelly.j.eddy@nm.com,,Salesforce
10814466,Inactive Investor,John Scribner,,"Northwestern Mutual Investment Services, LLC Virginia Beach VA 1 Columbus Ctr",jc.scribner@nm.com,,Salesforce
10925065,Inactive Investor,Chad Cole,,"Hornor, Townsend & Kent, LLC Preston ID 713 S 4th E",ccole@htk.com,,Salesforce
10951267,Inactive Investor,David Holtorf,Advisor;Founding Partner,Private Wealth Asset Management,,,Salesforce
9552264,,John Sette,,,jsette@anchoragecap.com,,List import
9587658,,Steven Gates,,,gatorzzz@live.com,,List import
11118772,Inactive Investor,Kevin Boley,,NYLIFE Securities LLC Denver CO 2000 S Colorado Blvd,kboley@ft.newyorklife.com,,Salesforce
11032564,Inactive Investor,Michael Cannova,,"Avantax Investment Services, Inc. Toms River NJ Private Residence",,,Salesforce
10962267,Inactive Investor,Leopoldo Castillo,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9559536,,Ari Fischman,,,afischman@ft.newyorklife.com,,List import
11131851,Inactive Investor,Sara Luebbert,,PNC Investments Carmel IN 11405 N Pennsylvania St,sara.luebbert@pnc.com,,Salesforce
10801417,Inactive Investor,David Roberson,,Fidelity Brokerage Services LLC Merrimack NH 1 Spartan Way,david.roberson@fidelity.com,,Salesforce
11109401,Inactive Investor,Allyson Parsons,,Stephens,aparsons@stephens.com,,Salesforce
10850777,Inactive Investor,Adam Michels,,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,adam.g.michels@chase.com,,Salesforce
6717,,Richard Huang,,[[Unknown]],esl4asia@gmail.com,,Initial Salesforce Import
10968483,Inactive Investor,Nicholas Irwin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10701743,,Andrew Schwartz,,,andrjal@gmail.com,,Web Form Fillout
11237189,Inactive Investor,Tyler Harris,Financial Services Advisor,Cornerstone Advisors LLC,,,Salesforce
10933661,Inactive Investor,Joshua Penn,,PFS Investments Inc. Eatontown NJ 788 Shrewsbury Ave,joshua.penn@primerica.com,,Salesforce
10872123,Inactive Investor,Stephanie Borg,Financial Center Manager;Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northville MI 39437 6 Mile Rd",stephanie.borg@ml.com,,Salesforce
10967477,Inactive Investor,Jack Tubridy,,Fidelity Brokerage Services LLC,,,Salesforce
10782083,Inactive Investor,Robert Merdes,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,robert.merdes@fidelity.com,,Salesforce
10844929,Inactive Investor,Charles Maxwell,,"Grove Point Investments, LLC Largo FL 13964 106th Ave",cmaxwell@hbeckinc.com,,Salesforce
10942845,Inactive Investor,John Plowman,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Alpharetta GA 10000 Avalon Blvd",,,Salesforce
10923772,Inactive Investor,Rachel Warnke,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11131405,Inactive Investor,Kevin Rust,,"Osaic Wealth, Inc. Appleton WI 4650 W Spencer St",,,Salesforce
11151158,Inactive Investor,Tyler Trujillo,,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,,,Salesforce
11219898,,Tyson Tate,,,ttate@epwealth.com,,Other
11158613,Inactive Investor,Joshua Coughran,Chief Compliance Officer;Chief Executive Officer;Founder,Titan Retirement Advisors LLC,josh@investtitan.com,,Salesforce
11204319,Inactive Investor,Leo Mcgrath,Chief Compliance Officer;Managing Member;Owner,"McGrath Wealthcare, LLC",,,Salesforce
10830718,Inactive Investor,Michael Tumolo,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 9000 Southside Blvd",michael.tumolo@ml.com,,Salesforce
10978184,Inactive Investor,Porschia Turner,,LPL Financial LLC Norwalk CT 11 Belden Ave,porschia.turner@lpl.com,,Salesforce
10997719,Inactive Investor,Michael Valentine,,NYLIFE Securities LLC Horsham PA 100 Witmer Rd,mdvalentine@ft.newyorklife.com,,Salesforce
11115091,Inactive Investor,Steven Boessling,,"Allstate Financial Services, LLC Houston TX 8955 Katy Fwy",stevenboessling@allstate.com,,Salesforce
9244716,,Jake Dressler,,,j.dressler@live.com,,Web form fillout
9640345,,Heather Hocker,,,hhocker@chfoundation.com,,List import
11200765,Inactive Investor,Myrna Torres,,PFS Investments Inc. Hamden CT 105 Sanford St,myrna.torres@primerica.com,,Salesforce
11018194,Inactive Investor,Parker Rist,Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,parker.rist@morganstanley.com,,Salesforce
116662,,Eric Himmel,Financial Consultant,Thrivent Investment Management Inc.,eric.himmel@thrivent.com,708-474-6015,
11127337,Inactive Investor,Sarita Harari,,Safra Securities LLC Miami FL 21500 Biscayne Blvd,sara.harari@safra.com,,Salesforce
10647093,,Tod Reams,,,tod.reams@schwab.com,,List Import
11125249,Inactive Investor,Scott Senkel,Associate Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Portland OR 1225 SE Cesar E Chavez Blvd",,,Salesforce
11111152,Inactive Investor,Jeffrey Kaufman,,WR Wealth Planners LLC Columbia MO 3806 Buttonwood Dr,,,Salesforce
10845891,Inactive Investor,James Thorn,Financial Advisor;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC Delray Beach FL 16800 Jog Rd",jim.thorn@wellsfargo.com,,Salesforce
230133,, -,,[[Unknown]],malibubrandy111@gmail.com,,Advertising
11260171,Inactive Investor,Paul Haftel,,"Principal Securities, Inc. Jacksonville FL 7077 Bonneval Rd",,,Salesforce
11104774,Inactive Investor,Bradford Beukelman,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Storm Lake IA 304 E 5th St",beukelmanb@stifel.com,,Salesforce
9643567,,Pierre Arriz,,,parriz@prodigy.net.mx,,List import
11148631,Inactive Investor,Amanda Brock,Director;Portfolio Associate,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,amanda.brock@morganstanley.com,,Salesforce
10900238,Inactive Investor,Charmilia Blanco,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
11026944,Inactive Investor,Leslie Wilton,,PFS Investments Inc. Lakewood OH 14900 Detroit Ave,leslie.wilton@primerica.com,,Salesforce
10889784,Inactive Investor,Steven Tang,,Fidelity Brokerage Services LLC Henderson NV 2225 Village Walk Dr,steven.tang@fmr.com,,Salesforce
10770639,Inactive Investor,Ana Czachor,First Vice President;International Wealth Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",anamaria.czachor@ml.com,,Salesforce
219087,,Mike Mullowney,,[Unknown],michaelemullowney@gmail.com,,source
10965556,Inactive Investor,Kim Bradford,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 2650 Berryessa Rd",,,Salesforce
233994,, -,,[[Unknown]],marc-andre.binette@fondaction.com,,
11188232,Inactive Investor,Matthew Johnson,,"Allstate Financial Services, LLC Toledo OH 5415 Secor Rd",matthewjohnson@allstate.com,,Salesforce
95116,,Brian Calvin,,United States,bcalvin1@hotmail.com,,
9580373,,Tom Yau,,,tyau@tenaroncapital.com,,List import
11144488,Inactive Investor,Elizabeth Muldowney,Financial Advisor,Savant Wealth Management,lmuldowney@savantwealth.com,,Salesforce
10892082,Inactive Investor,Roberto Toriz,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",,,Salesforce
9577237,,Gregory Smith,,,gregory.smith@pnc.com,,List import
2419313,,John Berlau,,,johnberlau@aol.com,,
10489007,,Kyle Bergstrom,"Financial Consultant, Vice President","Charles Schwab & Co., Inc. Plano TX 3310 Dallas Pkwy",kyle.bergstrom@schwab.com,469-782-3618,List Import
10975494,Inactive Investor,Rosita Cotton,,"J.W. Cole Financial, Inc. Rockledge FL 190 McIver Ln",,,Salesforce
118802,,Lidiya Gold,,Frost Investment Services,lidiya.gold@frostbank.com,713-388-7600,
11110814,Inactive Investor,Rebecca Timmerman,Financial Advisor,"Wells Fargo Clearing Services, LLC Dubuque IA 2100 Asbury Rd",rebecca.timmerman@wellsfargoadvisors.com,,Salesforce
9550801,,Shawn Shivalker,,,sshivalkar@spectrumgp.com,,List import
10806585,Inactive Investor,Barrett Richter,Executive Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,barrett.richter@morganstanley.com,,Salesforce
11234105,Inactive Investor,Ioulia Guerin,,Park Avenue Securities LLC Hopkins MN 10900 Wayzata Blvd,,,Salesforce
10773986,Inactive Investor,Shannon Roth,Senior Client Associate,"Wells Fargo Clearing Services, LLC Richmond VA 1021 E Cary St",shannon.roth@wellsfargoadvisors.com,,Salesforce
10998674,Inactive Investor,Heather Andrus,,State Farm VP Management Corp. Bellevue WA 13555 SE 36th St,heather.andrus.eclk@statefarm.com,,Salesforce
10581529,,Suzanne Swartz,,,swartz121@gmail.com,,Web Form Fillout
10893592,Inactive Investor,Blake Keeley,Senior Client Advisor;Senior Vice President,Arvest Wealth Management Tulsa OK 1515 S Utica Ave,bkeeley@arvest.com,,Salesforce
9582219,,Jason Kolinsky,,,jkolinsky@kolinskywealth.com,,List import
10819682,Inactive Investor,Christy Neill,Financial Advisor,"Ameriprise Financial Services, LLC Philadelphia PA 254 E Girard Ave",christy.h.neill@ampf.com,,Salesforce
9561531,,aasa as,,,aa@b.com,,List import
9573702,,Matthew Aleksinas,,,maleksinas@sirfunds.com,,List import
10834224,Inactive Investor,Angela Ribuffo,,"Cambridge Investment Research, Inc. Anchorage AK 240 E Tudor Rd",,,Salesforce
11049297,Inactive Investor,Vanessa Taylor,,UBS Financial Services Inc. Spokane WA 601 W Riverside Ave,vanessa.taylor@ubs.com,,Salesforce
10972400,Inactive Investor,Nicole Cruickshank,,"American Fidelity Securities, Inc.",nicole.cruickshank@americanfidelity.com,,Salesforce
11048699,Inactive Investor,Cassandra Mcknight,,"Stash Wealth, LLC",,,Salesforce
9628223,,greg VanGuilder,,,gvanguilder@ecmc.org,,List import
11236197,Inactive Investor,Jason Vanden Elzen,,"Bankers Life Securities, Inc. Wausau WI 1 Corporate Dr",jason.vandenelzen@bankerslife.com,,Salesforce
10881037,Inactive Investor,Timothy Michel,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Sycamore IL 407 W State St",timothy.michel@wellsfargoadvisors.com,,Salesforce
11028569,Inactive Investor,David Bonnichsen,Chief Compliance Officer;Founder;Managing Member;President,"Phoenix Financial Engineering, LLC",david@phoenixfe.com,,Salesforce
10891661,Inactive Investor,Luis Miranda,,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,luis.miranda@citi.com,,Salesforce
9648049,,Kdog Gride,,,krv9549@gmail.com,,List import
10899714,Inactive Investor,Theresa Gilley,,"Ameriprise Financial Services, LLC Jasper IN 212 E 5th St",theresa.gilley@ampf.com,,Salesforce
9569936,,Megan Soeder,,,megansoeder@gmail.com,,List import
11145616,Inactive Investor,Jacob Nash,Financial Professional,PlanMember Securities Corporation,jnash@planmember.com,,Salesforce
9544433,,Alex Shoker,,,arshoker@gmail.com,,List import
11231323,Inactive Investor,Sean Kirk,,PFS Investments Inc. Hudson WI 901 4th St,skirk@primerica.com,,Salesforce
11187348,Inactive Investor,Michelle Young,President;Private Wealth Advisor,"Ameriprise Financial Services, LLC Minneapolis MN 2407 109th Ave NE",,,Salesforce
11167988,Inactive Investor,James Raymond,,Fidelity Brokerage Services LLC Greenwich CT 48 W Putnam Ave,,,Salesforce
10805998,Inactive Investor,Shanker Sadhwani,Client Advisor;Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",shanker.sadhwani@alexbrown.com,,Salesforce
11050668,Inactive Investor,Mizanur Rahman,Financial Planner;Financial Professional;Financial Services Executive,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",mizanurrahman@financialguide.com,,Salesforce
10804593,Inactive Investor,Nathan Jones,,"Stifel, Nicolaus & Company, Incorporated Denver CO 1401 Lawrence St",jonesn@stifel.com,,Salesforce
11191561,Inactive Investor,Dick Blakeley,Chief Compliance Officer;Chief Executive Officer;President,The Blakeley Group Inc,dick@theblakeleygroup.com,,Salesforce
10856425,Inactive Investor,Edward Wurtzebach,,Lincoln Investment Lombard IL 500 Waters Edge,ewurtzebach@lincolninvestment.com,,Salesforce
11136791,Inactive Investor,Tyler Caummisar,,"The Leaders Group, Inc. Louisville KY 1906 Stanley Gault Pkwy",,,Salesforce
11003818,Inactive Investor,Duncan Jones,,"Northwestern Mutual Investment Services, LLC Laramie WY 866 N 4th St",duncan.jones@nm.com,,Salesforce
11125823,Inactive Investor,Ethan Lehman,Financial Advisor,LPL Financial LLC Grand Rapids MI 3635 29th St SE,elehman@bridgepointwm.com,,Salesforce
9632369,,Edgard Faciola,,,edgard@proprietariodireto.com.br,,List import
346601,,Stefan Sigurdson,Vice President,Thompson Street Capital Manager Llc,ssigurdson@tscp.com,314-727-2112,Manual List Upload
240866,,Chris Scharver,Vice President,State Street Global Markets,cmscharver@statestreet.com,,Event
11182583,Inactive Investor,Cody Garrison,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11028617,Inactive Investor,Nicholas Piehler,,"Avantax Investment Services, Inc. Rochester NY 28 Main St E",,,Salesforce
11116205,Inactive Investor,Samuel Nugent,,Fidelity Brokerage Services LLC,,,Salesforce
1004492,Inactive Investor,Peter Marshall,,Peter Marshall,peter@waldenbridge.capital,,3rd Party Lead Gen
11099352,Inactive Investor,Vladislav Savenkov,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 501 Brighton Beach Ave",vladislav.savenkov@ml.com,,Salesforce
9577327,,Cornelius Chepsoi,,,cchepsoi@gmail.com,,List import
10757528,Inactive Investor,Jeannie Holliday,,"Raymond James Financial Services, Inc. Land O Lakes FL 20635 Amberfield Dr",,,Salesforce
10658438,,Cliff Boehl,,,cliff.boehljr@chase.com,,List Import
9580540,,David Fahrenthold,,,david.fahrenthold@pnc.com,,List import
229779,, -,,[[Unknown]],joelkane@me.com,,
10606134,,Robert Bolebruch,"Branch Manager, Senior Vice President","American Portfolios Advisors, Inc",rbolebruch@americanportfolios.com,,List Import
10951251,Inactive Investor,Paula Bronsky,,J.P. Morgan Securities LLC Manchester Township NJ 1059 Rte 70,paula.j.meth@chase.com,,Salesforce
10759067,Inactive Investor,Carol Loguirato,Senior Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",carol_loguirato@ml.com,,Salesforce
8839,,David Shamash,,[[Unknown]],pillsburyboys7@gmail.com,,Database Upload
9597957,,Aaron Jasper,,,aaron.jasper@mutualadv.com,,List import
9606736,,Reza Taherian,,,hellboyreza2@gmail.com,,List import
11260965,Inactive Investor,Joseph Yusko,Director - Investment Management,Faithward Capital,jyusko@faithwardcapital.com,,Salesforce
9620491,,Travis Haywood,,,contactmfabcorporation.info@gmail.com,,List import
9575320,,Ishrat Vasid,,,ishrat1.iiti@gmail.com,,List import
10998830,Inactive Investor,Jacob Michalski,,J.P. Morgan Securities LLC Franklin WI 7100 S 76th St,jacob.r.michalski@chase.com,,Salesforce
10456420,,Yueh Lin,,Grayscale,yueh@grayscale.com,,List Import
9628817,,TOMASZ WERENGOWSKI,,,t.werengowski@gmail.com,,List import
10886689,Inactive Investor,Christopher Davison,Financial Advisor,LPL Financial LLC Latham NY 3 Lear Jet Ln,christopher.davison@lpl.com,,Salesforce
10890583,Inactive Investor,Kyle Duclos,Financial Advisor,Thrivent Investment Management Inc. Walker MN 800 Minnesota Ave,kyle.duclos@thrivent.com,,Salesforce
10836015,Inactive Investor,John Taylor,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Dublin OH 6636 Longshore St",,,Salesforce
10850575,Inactive Investor,Philip Nolan,,Neuberger Berman BD LLC,pnolan@nb.com,,Salesforce
10789992,Inactive Investor,James Hayes,,"Raymond James Financial Services, Inc. Indianapolis IN 6235 Carrollton Ave",scott.hayes@raymondjames.com,,Salesforce
9622903,,Joshua Hughes,,,jahshoes81@gmail.com,,List import
11204128,Inactive Investor,Son Vu,,"Farmers Financial Solutions, LLC San Jose CA 1972 Aborn Rd",,,Salesforce
10780875,Inactive Investor,Richard Bell,Private Client Advisor,J.P. Morgan Securities LLC West Lafayette IN 210 W State St,richard.j.bell@jpmorgan.com,,Salesforce
11143174,Inactive Investor,Lee Waite,,Citigroup Global Markets Inc.,lee.waite@citigroup.com,,Salesforce
11142500,Inactive Investor,Steven Gottlieb,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 200 Park Ave",steven.gottlieb@ml.com,,Salesforce
11176375,Inactive Investor,Aldo Rodriguez,,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",aldo.rodriguez@lpl.com,,Salesforce
10882416,Inactive Investor,Anthony Scalia,Managing Partner,"FourStar Wealth Advisors, LLC Plano TX 801 E Plano Pkwy",ascalia@fourstarwealth.com,,Salesforce
10953027,Inactive Investor,Patrick Herbert,Financial Advisor Trainee,Edward Jones Pasadena MD 4100 Mountain Rd,,,Salesforce
9614140,,Bernard Crooks,,,bernardcrooks45@gmail.com,,List import
11098226,Inactive Investor,Jeffrey Yokiel,,PNC Investments Cleveland OH 1900 E 9th St,jeffrey.yokiel@pnc.com,,Salesforce
373248,,Justin Bockman,,[Unknown],jsbockman@gmail.com,,source
10843135,Inactive Investor,Mark Neumann,Financial Advisor,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",mark.neumann@nm.com,,Salesforce
11153121,Inactive Investor,Paige Freckleton,Registered Client Associate,UBS Financial Services Inc. Chicago IL 1 N Wacker Dr,,,Salesforce
10902504,Inactive Investor,Luigi Vultaggio,,"Allied Millennial Partners, LLC New York NY 3 World Financial Ctr",,,Salesforce
225146,,Hannu Kantola,,[Unknown],hannu.kantola@icloud.com,,Direct
10872323,Inactive Investor,Clarizcel Roxas,,"Transamerica Financial Advisors, Inc Henderson NV 545 W Sunset Rd",clarizcel.perez@tfaconnect.com,,Salesforce
11213582,Inactive Investor,Cyrus Amin,Investment Advisor;Managing Member,"C. Michael Amin, LLC Somerville MA 17 Appleton St",camin@cmichaelamin.com,,Salesforce
10988090,Inactive Investor,Jeromy Comandini,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,,,Salesforce
10962075,Inactive Investor,Harper Warr,,"Trinity Wealth Securities, L.L.C. Atlanta GA 2970 Peachtree Rd NW",,,Salesforce
11170660,Inactive Investor,Race Hobson,,"Northwestern Mutual Investment Services, LLC Rogers AR 1800 S 52nd St",race.hobson@nm.com,,Salesforce
10958707,Inactive Investor,Tamara Ramirez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",tamara.ramirez@ml.com,,Salesforce
9583454,,John Kjerland,,,jkjerland@massmutual.com,,List import
11003500,Inactive Investor,Daniel Laprade,,Key Investment Services LLC South Windsor CT 481 Buckland Rd,daniel.laprade@key.com,,Salesforce
36524,,Phillip Sollman,Financial Associate,Thrivent Investment Management Inc.,phillip.sollman@thrivent.com,260-724-4222,
11125973,Inactive Investor,Jason Redden,,"Avantax Investment Services, Inc. Coffeyville KS 109 W 7th St",,,Salesforce
11023454,Inactive Investor,Paola Gonnet,Managing Director,"Raymond James & Associates, Inc. Miami FL 600 Brickell Ave",paola.gonnet@alexbrown.com,,Salesforce
10848897,Inactive Investor,Jonathan Mirer,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Henderson NV 2495 Village View Dr",jonathan.mirer@ampf.com,,Salesforce
9571658,,Billy Litner,,,wdlcmu@gmail.com,,List import
10957791,Inactive Investor,Christopher Bremer,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",christopher.m.bremer@nm.com,,Salesforce
10925432,Inactive Investor,Kelly Johnson,,State Farm VP Management Corp.,kelly.k.johnson.g06g@statefarm.com,,Salesforce
368257,,Robert Mecker,Vice President,,rmecker@msn.com,,Webinar
11102361,Inactive Investor,George James,Partner;Wealth Manager,Creative Planning,george.james@creativeplanning.com,,Salesforce
10906970,Inactive Investor,Charlie Cook,Financial Advisor;Principal,"Columbia Asset Management, L.L.C.",charlie@columbiaasset.com,,Salesforce
10993705,Inactive Investor,Brendan Volpe,,J.P. Morgan Securities LLC Newark DE 500 Stanton Christiana Rd,brendan.volpe@jpmorgan.com,,Salesforce
10869896,Inactive Investor,Joseph Benoit,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Las Vegas NV 1120 N Town Center Dr",joe.benoit@schwab.com,,Salesforce
10614606,,Derek Collazo,Financial Advisor,,derek.collazo@raymondjames.com,,List Import
342941,,Rhett Jeppson,,Investment Management Consultants,rjeppson@imcportfolio.com,702-869-0330,Manual List Upload
11018696,Inactive Investor,Matthew Curtis,,Cetera Advisor Networks LLC Havre MT 108 1st St,,,Salesforce
11092365,Inactive Investor,Brendan Carroll,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Los Angeles CA 2000 Avenue of the Stars,brendan.carroll@ubs.com,,Salesforce
10905262,Inactive Investor,Jacinto Miranda,,PFS Investments Inc. Braintree MA 150 Wood Rd,jmiranda@primerica.com,,Salesforce
10836068,Inactive Investor,Joshua Carter,Financial Advisor,UBS Financial Services Inc. Knoxville TN 800 S Gay St,,,Salesforce
10939391,Inactive Investor,Arthur Noterman,,"Brooklight Place Securities, Inc. Hingham MA Private Residence",,,Salesforce
11163528,Inactive Investor,Christopher Switala,,Brighton Securities Corp. Falconer NY 324 W Main St,,,Salesforce
11201609,Inactive Investor,Max Wilson,,Edward Jones Parsons KS 107 Main St,max.wilson@edwardjones.com,,Salesforce
11204561,Inactive Investor,Steven Jackson,,"Raymond James Financial Services, Inc. Kokomo IN 1821 Dogwood Dr",,,Salesforce
10976663,Inactive Investor,Amanda Matthews,,"MML Investors Services, LLC Charleston SC 2265 Clements Ferry Rd",amulholland@financialguide.com,,Salesforce
10885944,Inactive Investor,Wayne Slappy,Wealth Advisor,"SteelPeak Wealth, LLC",wayne.slappy@spwm.com,,Salesforce
10781452,Inactive Investor,James Farrell,Financial Advisor,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,jim.farrell@morganstanley.com,,Salesforce
197681,,John MacPhee,,Individual,jmac719@hotmail.com,3526037063,
10819244,Inactive Investor,Samuel Drake,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. Atlanta GA 3438 Peachtree Rd NE,samuel.drake@opco.com,,Salesforce
239952,,Brett Carson,,[Unknown],bcarson@carsoninstitutional.com,402-330-0808,Database Upload
11034286,Inactive Investor,Lucas Pender,,"First Command Brokerage Services, Inc. Anchorage AK 2525 C St",ldpender@firstcommand.com,,Salesforce
11120228,Inactive Investor,Michael White,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Florham Park NJ 200 Park Ave",michael.white@rbc.com,,Salesforce
11144950,Inactive Investor,Claudia Hinojosa,,"Truist Investment Services, Inc. San Antonio TX 100 NE Loop 410",claudia.hinojosa@truist.com,,Salesforce
10876049,Inactive Investor,Christopher Karr,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_karr@vanguard.com,,Salesforce
212468,,Antonio Tierno,Executive Business Development,None,tony.tierno@gmail.com,,
10997173,Inactive Investor,Jason Cunha,,"Transamerica Financial Advisors, Inc Pocomoke City MD 2146 Old Snow Hill Rd",jason.cunha@tfaconnect.com,,Salesforce
11195549,Inactive Investor,Preston Sharp,,"Concourse Financial Group Securities, Inc. Belleville PA 4417 E Main St",preston.sharp@concoursefinancial.com,,Salesforce
9599181,,Aderemi Adeyemo,,,aderemi.adeyemo@adviceperiod.com,,List import
10864613,Inactive Investor,Katherine Schonaerts,Financial Advisor,Edward Jones Union MO 507A S Lincoln Ave,katie.schonaerts@edwardjones.com,,Salesforce
11085382,Inactive Investor,Christine Eakins,,State Farm VP Management Corp. Issaquah WA 22525 SE 64th Pl,,,Salesforce
180250,,VALISHA Graves,,[Unknown],valisha@mindspring.com,,Organic Search
9617911,,David Shipman,,,andrew@12thstreetasset.com,,List import
11113890,Inactive Investor,David Hakko,,NYLIFE Securities LLC Eugene OR Private Residence,dhakko@ft.newyorklife.com,,Salesforce
9617624,,Michael Kruse,,,mkruse@wppartners.com,,List import
9598539,,Andrew Tollemache,,,atollemache@kershnertrading.com,,List import
11075884,Inactive Investor,Trent Thorbahn,Chief Compliance Officer;Chief Operating Officer,"The Invictus Collective, LLC",trent.thorbahn@theinvictuscollective.com,,Salesforce
9713,,Richard Catalano,,RJC Consulting,rick@rjcconsulting.net,630-926-7049,
11148889,Inactive Investor,Samuel Earl,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Midvale UT 6985 S Union Park Ctr",samuel.earl@wellsfargoadvisors.com,,Salesforce
10955249,Inactive Investor,Alexander Williams,,Vanguard Marketing Corporation,alexander_williams@vanguard.com,,Salesforce
10749340,,Grayscale Sales Team [Unknown],,,sales@grayscale.com,,New lead
9572009,,Zack Sigal,,,zsigal@llrpartners.com,,List import
11162180,Inactive Investor,Katherine Davidson,,"Raymond James & Associates, Inc. New Port Richey FL 11300 State Road 54",katherine.davidson@raymondjames.com,,Salesforce
10880613,Inactive Investor,Jeff Parker,Partner,Bristlecone Advisors LLC,jeff.parker@bristleconeadvisors.com,,Salesforce
10777610,Inactive Investor,Gary Meyer,Associate Vice President;Financial Advisor,"Wells Fargo Clearing Services, LLC Schaumburg IL 425 N Martingale Rd",gary.meyer@wellsfargoadvisors.com,,Salesforce
10791457,Inactive Investor,Rozaliya Tsaneva,Executive Director,J.P. Morgan Securities LLC New York NY 390 Madison Ave,rozaliya.tsaneva@jpmorgan.com,,Salesforce
11140323,Inactive Investor,Caroline Ayers,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9594423,,Ewald M?ller,,,e.muller@qfcra.com,,List import
9554703,,James Kearney,,,kearney.james@princor.com,,List import
10858248,Inactive Investor,James Stocker,Senior Client Specialist,Robert W. Baird & Co. Incorporated Cincinnati OH 3805 Edwards Rd,wstocker@rwbaird.com,,Salesforce
10857940,Inactive Investor,William Caddick,Associate Financial Advisor,"Ameriprise Financial Services, LLC Pleasanton CA 3825 Hopyard Rd",william.v.caddick@ampf.com,,Salesforce
11083088,Inactive Investor,Sandra Holland,Risk Analyst,PNC Investments Grove City OH Private Residence,sandra.holland@pnc.com,,Salesforce
11126687,Inactive Investor,Zachary Laley,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11008327,Inactive Investor,Dean Hassan,Financial Consultant,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",dean.hassan@equitable.com,,Salesforce
9590024,,Luc Pan,,,panndelia@gmail.com,,List import
11101763,Inactive Investor,Carl Gryting,,"Wells Fargo Clearing Services, LLC New York NY 280 Park Ave",,,Salesforce
10937961,Inactive Investor,David Maultsby,District Leader,PFS Investments Inc. Louisville KY 12700 Townepark Way,david.maultsby@primerica.com,,Salesforce
9550373,,C. Ruzy,,,cruzy2000@gmail.com,,List import
10913146,Inactive Investor,Tondra Flores,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",tondra.flores@schwab.com,,Salesforce
11199528,Inactive Investor,Roberto Rodriguez-Werner,Financial Advisor,Aragon Capital LLC,roberto.rodriguez@aragoncap.com,,Salesforce
10860457,Inactive Investor,Timothy Jayne,Senior Portfolio Manager;Vice President,Morgan Stanley Morrisville PA 777 Township Line Rd,timothy.jayne@morganstanley.com,,Salesforce
11068746,Inactive Investor,Gaston Arguelles,,State Farm VP Management Corp. Katy TX 440 Cobia Dr,,,Salesforce
11057671,Inactive Investor,Jacob Jury,Associate;Investment Specialist,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,jacob.jury@jpmorgan.com,,Salesforce
11109099,Inactive Investor,Renny Pizarro,,PFS Investments Inc. Valencia CA 27201 Tourney Rd,renny.pizarro@primerica.com,,Salesforce
11161344,Inactive Investor,Gary Davidowich,Premier Banker,"Wells Fargo Clearing Services, LLC Northampton PA 1840 Main St",,,Salesforce
11122891,Inactive Investor,Taeyoung Kim,,Jefferies LLC,,,Salesforce
11023586,Inactive Investor,Nicholas Graviano,Private Client Investment Associate,J.P. Morgan Securities LLC Brooklyn NY 1002 Brighton Beach Ave,,,Salesforce
10812848,Inactive Investor,Staci Geiger,Financial Advisor;Senior Investment Management Specialist,"Raymond James & Associates, Inc. Muskegon MI 700 Terrace Point Dr",staci.cooper@raymondjames.com,,Salesforce
11085341,Inactive Investor,Eric Kullberg,Financial Advisor,"Wells Fargo Clearing Services, LLC Wilmington NC 6752 Parker Farm Dr",eric.kullberg@wellsfargoadvisors.com,,Salesforce
10793509,Inactive Investor,Andrew Bocknek,First Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,andrew.bocknek@ubs.com,,Salesforce
11055551,Inactive Investor,Stuart Steckler,,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
349749,,Andrew Denny,Partner,Shepherd Financial Investment Advisory Llc,ddenny@shepherdfin.com,317-975-5033,Manual List Upload
11018605,Inactive Investor,Kelly Miller,,J.P. Morgan Securities LLC Surprise AZ 17073 W Bell Rd,,,Salesforce
10776324,Inactive Investor,Cillian O'Bradaigh,Executive Director;Family Wealth Director;International Client Advisor;Private Wealth Advisor,Morgan Stanley New York NY 1585 Broadway,cillian.obradaigh@morganstanley.com,,Salesforce
10908173,Inactive Investor,Gary Dennis,,"MML Investors Services, LLC Boston MA 280 Congress St",gdennis@financialguide.com,,Salesforce
1966550,,Kunal Kumar,,,kunalkumar620569@gmail.com,,
11114485,Inactive Investor,Charles Strickler,,"Concorde Investment Services, LLC San Francisco CA 44 Montgomery St",,,Salesforce
10829337,Inactive Investor,Steven Hustedt,Financial Planner,"Pruco Securities, LLC. Ankeny IA 1450 SW Vintage Pkwy",steven.hustedt@prudential.com,,Salesforce
11018283,Inactive Investor,Eric Jacobson,Financial Consultant,Thrivent Investment Management Inc. Rothschild WI 411 Grand Ave,eric.jacobson@thrivent.com,,Salesforce
10827409,Inactive Investor,Dale Blankenship,,LPL Financial LLC Springfield IL 430 E Vine St,dale.blankenship@lpl.com,,Salesforce
10810556,Inactive Investor,Michael Moleski,,"Kestra Investment Services, LLC Clarkston MI 7300 Dixie Hwy",,,Salesforce
10771660,Inactive Investor,Tricia Chupp,Senior Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Grand Rapids MI 5181 Cascade Rd SE",chuppt@stifel.com,,Salesforce
9571713,,Hugo Carvajal,,,hcarvajal@massmutual.com,,List import
9631344,,João Morais,,,jotalolyou@gmail.com,,List import
10753636,Inactive Investor,Christopher Hokokian,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated La Jolla CA 7825 Fay Ave",chris.hokokian@ml.com,,Salesforce
58096,,Christopher Ciupke,"Assistant Vice President, Portfolio Manager","Roberts, Glore & Co.",chris@robertsglore.com,224-330-6980,
10864512,Inactive Investor,Bradley Van Aken,Chief Compliance Officer;Partner,"Agate Pass Investment, LLC",bradv@agatepassinvestment.com,,Salesforce
11040600,Inactive Investor,Justin Grubisha,Financial Advisor,Robert W. Baird & Co. Incorporated Pittsburgh PA 308 7th Ave,jgrubisha@rwbaird.com,,Salesforce
11196518,Inactive Investor,Jon Riffe,,State Farm VP Management Corp. Rainelle WV 755 Kanawha Ave,jonriffe@statefarm.com,,Salesforce
10959270,Inactive Investor,Raymond Norberg,,Fidelity Brokerage Services LLC,raymond.norberg@fmr.com,,Salesforce
10613061,,Sarah Balk Ostrie,"Senior Financial Advisor, Vice President",,s_balk@ml.com,,List Import
9626429,,rahmat hidayat nesih,,,yoenzhue92@gmail.com,,List import
10792180,Inactive Investor,Patrick Moeller,,NYLIFE Securities LLC New Philadelphia OH 158 N Broadway St,pmoeller@ft.newyorklife.com,,Salesforce
10837055,Inactive Investor,James Gilmartin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Westfield NJ 125 Elm St",james.j.gilmartin@ampf.com,,Salesforce
11184403,Inactive Investor,Carrie Campbell,,PFS Investments Inc. Vancouver WA 10000 NE 7th Ave,carrie.campbell@primerica.com,,Salesforce
10939585,Inactive Investor,Jennifer Williams,,"Raymond James Financial Services, Inc. Stephenville TX 154 N Graham St",jennifer.williams@raymondjames.com,,Salesforce
11064199,Inactive Investor,Rodolfo Rodriguez,,"Raymond James Financial Services, Inc. San Antonio TX 8439 State Hwy 151",rodolfo.rodriguez@raymondjames.com,,Salesforce
9632355,,Victor Churchward,,,vchurchward881@gmail.com,,List import
9603164,,Keith Duet,,,kduet@metlife.com,,List import
10487099,,Theresa Badylak,"Assistant Vice President, Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",theresa.badylak@ml.com,,List Import
10900735,Inactive Investor,Ryan Hammett,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9713919,,test test,,,dianomitest@dianomi.com,,Web Form Fillout
9618062,,Fred Harmeyer,,,fharmeyer@rubensteinpartners.com,,List import
346942,,Donald Childs,"Vice President, Finance","Glouston Capital Partners, Llc",dchilds@glouston.com,617-587-5300,Manual List Upload
10929343,Inactive Investor,John Granelli,,Cetera Advisor Networks LLC Uniondale NY 50 Charles Lindbergh Blvd,,,Salesforce
10985394,Inactive Investor,Jordan Eden,Financial Advisor,"Equitable Advisors, LLC Irvine CA 2050 Main St",jordan.eden@equitable.com,,Salesforce
232389,, -,,[[Unknown]],hookem80@verizon.net,,Advertising
11079763,Inactive Investor,Luis Guillen,,J.P. Morgan Securities LLC Miami FL 1450 Brickell Ave,luis.guillen@jpmorgan.com,,Salesforce
11137034,Inactive Investor,John Amaral,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",,,Salesforce
11178329,Inactive Investor,John Kelly,,PFS Investments Inc. Pompano Beach FL 441 S State Road 7,john.kelly@primerica.com,,Salesforce
9633632,,Nish Vechain,,,nishvechain@outlook.com,,List import
10866461,Inactive Investor,Jeffrey Haub,,"BFC Planning, Inc. Dixon IL 629 N Galena Ave",jhaub@berthel.com,,Salesforce
222632,,Gabriela Flores,,[Unknown],fgabriela647@gmail.com,,
11187532,Inactive Investor,Walter Goss,,LPL Financial LLC Tilton NH 5 Market St,walter.goss@lpl.com,,Salesforce
11137233,Inactive Investor,Darren Sapp,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,darren.sapp@fidelity.com,,Salesforce
10852253,Inactive Investor,Spencer Carlson,,"Sanctuary Securities, Inc. Spring TX 9950 Woodloch Forest Dr",scarlson@sanctuarywealth.com,,Salesforce
10916007,Inactive Investor,Dustin White,,"FBL Marketing Services, LLC Phoenix AZ 20860 N Tatum Blvd",,,Salesforce
222402,,Dena Grover,Financial Planner,"HYA Advisors, Inc",dgrover@heimyoung.com,417-882-7283,
9549455,,Paulette Lowe,,,lowep@tds.net,,List import
10981844,Inactive Investor,Tyler Wrezinski,Co-Founder;Managing Member;Regulatory Contact,Virtus Financial Group Olivette MO 9378 Olive Blvd,tyler@thevirtusfg.com,,Salesforce
225471,,Lorraine -,,"BIM, LLC",lbeechuk@gmail.com,,Initial Salesforce Import
10921443,Inactive Investor,Howard Bayliss,Owner;Principal,Core Financial Planning,hjbayliss@corefp.com,,Salesforce
9544589,,George Loures,,,gloures1@gmail.com,,List import
11270959,,JAMET CLEMENT,,,ggtr1903@gmail.com,,Web Form Fillout
11093369,Inactive Investor,David Aigner,Senior Vice President - Wealth Management,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,david.aigner@ubs.com,,Salesforce
11046341,Inactive Investor,Mark Obrien,Chairman,Obrien Greene & Co Inc,mobrien@obriengreene.com,,Salesforce
10851976,Inactive Investor,Lucas Stuart,Financial Advisor,Commonwealth Financial Network Rochester NY 290 Linden Oaks,lstuart@commonwealth.com,,Salesforce
11187428,Inactive Investor,Denver Hagan,,Goldman Sachs & Co. Detroit MI 101 Woodward Ave,denver.hagan@gs.com,,Salesforce
11114444,Inactive Investor,Luke Bohuslav,Client Service Associate,Morgan Stanley Walnut Creek CA 1333 N California Blvd,luke.bohuslav@morganstanley.com,,Salesforce
207357,,John Feyerer,Vice President,Invesco Capital Management LLC,john.feyerer@invescopowershares.com,1-630-868-7165,Database Upload
9617017,,JIHYUN LEE,,,zeehh@naver.com,,List import
10959719,Inactive Investor,Burton Caldwell,,Fidelity Brokerage Services LLC New Haven CT 265 Church St,,,Salesforce
10834841,Inactive Investor,Ronda Sweet,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Evansville IN 7300 Eagle Crest Blvd",ronda.sweet@ml.com,,Salesforce
9560185,,Steven Winget,,,steven.winget@umb.com,,List import
10982238,Inactive Investor,Martin Gonzalez,,J.P. Morgan Securities LLC Elmwood Park IL 7180 W Grand Ave,martin.gonzalez@jpmorgan.com,,Salesforce
352726,,Joseph Fabiani,Senior Analyst,Dynamic Beta Investments Llc,jfabiani@beachheadcapital.com,646-837-7030,Manual List Upload
11187272,Inactive Investor,J Strock,,"Ascensus Broker Dealer Services, LLC Greensboro NC 101 Centreport Dr",,,Salesforce
10972470,Inactive Investor,Richard Clotworthy,,"Frost Brokerage Services, Inc.",richard.clotworthy@frostbank.com,,Salesforce
11147930,Inactive Investor,Benjamin Klenke,Financial Advisor,Robert W. Baird & Co. Incorporated Racine WI 1 Main St,bklenke@rwbaird.com,,Salesforce
11082417,Inactive Investor,Wayne Washowich,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Greensburg PA 701 E Pittsburgh St",wayne.washowich@ampf.com,,Salesforce
11190627,Inactive Investor,Sarah Harris,Relationship Manager,"Heartwood Wealth Advisors, LLC",sharris@heartwoodva.com,,Salesforce
11026723,Inactive Investor,Timothy Maestas,Financial Advisor,"Ameriprise Financial Services, LLC Denver CO 8181 E Tufts Ave",timothy.j.maestas@ampf.com,,Salesforce
11059096,Inactive Investor,Stephen Jackson,Financial Advisor,Edward Jones Lexington NC 426 S Main St,steve.jackson@edwardjones.com,,Salesforce
9619773,,Sam Elsola,,,kels0la@yahoo.com,,List import
10916974,Inactive Investor,Mary Scott,Chief Compliance Officer;Principal,"Scott and Associates of Texas, Inc.",mary@scottandassociatesoftexas.com,,Salesforce
10766718,Inactive Investor,John Cary,Executive Director - Wealth Management;Financial Advisor;Senior Portfolio Management Director,Morgan Stanley Tulsa OK 2200 S Utica Pl,,,Salesforce
10647013,,Bradley Trujillo,,,bradley.trujillo@raymondjames.com,,List Import
10765522,Inactive Investor,Louis Grimaldi,Financial Advisor;Senior Vice President - Investment Officer,"Wells Fargo Clearing Services, LLC Boston MA 125 High St",lou.grimaldi@wellsfargoadvisors.com,,Salesforce
11193456,Inactive Investor,Jennifer Janson,Senior Client Service Associate,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",jennifer.janson@raymondjames.com,,Salesforce
9557938,,Martin Ostroski,,,martyostroski@gmail.com,,List import
220724,,davis duke,,[Unknown],duke2017086@outlook.com,,Direct
11006057,Inactive Investor,Shanda Wilhoite,,PFS Investments Inc. Florissant MO 939 N Hwy 67 St,swilhoite@primerica.com,,Salesforce
9575892,,James Cochran -,,,cochranjames396@gmail.com,,List import
6688266,,zhang fang,,,fangzhang6969@gmail.com,,Web Form Fillout
10817843,Inactive Investor,James Verboys,Financial Advisor,"Pruco Securities, LLC. Clifford Twp. PA Private Residence",james.verboys@prudential.com,,Salesforce
205043,,Abhijeet Tripathi,,[Unknown],abhijeet.tripathi@gmail.com,,Content
10995634,Inactive Investor,Joshua Hearne,,Key Investment Services LLC Fort Collins CO 100 E Drake Rd,joshua.hearne@key.com,,Salesforce
10879464,Inactive Investor,Shannon Davis,,"U.S. Bancorp Investments, Inc. Eaton OH 100 E Main St",shannon.davis2@usbank.com,,Salesforce
11131310,Inactive Investor,Sarah White,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",sarah.white@schwab.com,,Salesforce
10823195,Inactive Investor,Eric D'Dio,,"Osaic Institutions, Inc. Baltimore MD Private Residence",eddio@infinexgroup.com,,Salesforce
10942382,Inactive Investor,Jarrell Jordan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11232263,Inactive Investor,Andrew Walker,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 7615 Colony Rd",,,Salesforce
10952007,Inactive Investor,Nathaniel Siegel,,"The Leaders Group, Inc.",nathaniel@leadersgroup.net,,Salesforce
9552582,,Michael Koenig,,,mike@financialteam.com,,List import
11129610,Inactive Investor,Nubia Pricci,Associate Banker;Vice President,Citigroup Global Markets Inc.,,,Salesforce
10939926,Inactive Investor,Timothy Hunt,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,,,Salesforce
9543209,,Matthew Glenn,,,matthew.glenn@thrivent.com,,List import
9624923,,?? ?,,,apaer011@naver.com,,List import
11010969,Inactive Investor,Daniel Velazquez,,"MML Investors Services, LLC Port Saint Lucie FL Private Residence",dvelazquez@financialguide.com,,Salesforce
11009733,Inactive Investor,Heather Morrison,,"Bankers Life Securities, Inc. Muncie IN 3601 N Everbrook Ln",heather.clark@bankerslife.com,,Salesforce
10646413,,Marc Pasquariello-Williams,,,marc.pasquariello-williams@rbc.com,,List Import
10926857,Inactive Investor,David Raymon,Chief Compliance Officer;Managing Principal,"Raymon Capital Advisors, LLC",,,Salesforce
10769409,Inactive Investor,Christopher Panza,,PNC Investments Butler PA 108 Moraine Pointe Plz,christopher.panza@pnc.com,,Salesforce
11073753,Inactive Investor,Scott Heins,Chief Investment Officer;Member;Partner,"IAG Wealth Partners, LLC",sheins@iagwealthpartners.com,,Salesforce
10950536,Inactive Investor,Shihkuang Yen,,"Fortune Securities, Inc.",,,Salesforce
373687,,jo ilgu,,[Unknown],happy19hj@gmail.com,,source
10659606,,Justin Cisneroz,,,steve.ostrowski@morganstanley.com,,List Import
10612922,,Donald Vujnovich,Financial Advisor,,michael.vujnovich@lpl.com,,List Import
10838055,Inactive Investor,David Bullock,President,"Bullock Capital Alliance, Inc.",david@bullockcapital.us,,Salesforce
9641232,,Charles Disney,,,mrdiz@sbcglobal.net,,List import
10916257,Inactive Investor,James Degaetano,Financial Planner,"MML Investors Services, LLC Hauppauge NY 1393 Veterans Hwy",jdegaetano@financialguide.com,,Salesforce
9623026,,Rodrigo Lopez Buenrostro,,,rodrigo@kuecapital.com,,List import
10802579,Inactive Investor,Tracy Flinton,Associate Director;Senior Wealth Strategy Associate,UBS Financial Services Inc. Oklahoma City OK 4801 Gaillardia Pkwy,tracy.flinton@ubs.com,,Salesforce
11129278,Inactive Investor,Peggy Beckenhauer,,"Ameritas Investment Company, LLC Lincoln NE 6355 S 56th St",pbruce@ameritas.com,,Salesforce
10953834,Inactive Investor,Ali Hashemi-Nejad,,"Transamerica Financial Advisors, Inc Anaheim CA 300 S Harbor Blvd",ali.hashemi-nejad@tfaconnect.com,,Salesforce
10980490,Inactive Investor,Edward Kriczky,Chief Compliance Officer;Investment Advisor Representative;Managing Member,Kriczky Wealth Management LLC,edward.kriczky@kriczkywealth.com,,Salesforce
9555385,,Stephen Roe,,,roe.steve@principal.com,,List import
9865296,,Derrick Jackson,,Bitcoin,towtruck71real@gmail.com,4096657559,Web Form Fillout
10955215,Inactive Investor,Ryan Dunkle,,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",ryan.dunkle@nm.com,,Salesforce
340390,,Nick Bellisario,Vice President,"Harbourvest Partners, Llc",nbellisario@harbourvest.com,617-348-3707,Manual List Upload
10975877,Inactive Investor,Amanda Pfruender,,State Farm VP Management Corp. Clare MI 1011 N McEwan St,amandapfruender@statefarm.com,,Salesforce
9617989,,Derek Lem,,,dlem@aicap.com,,List import
9618615,,Moisés Henrique Gomes,,,zeism.rique@gmail.com,,List import
9545673,,Phil Fiore,"Chief Executive Officer, Co-Founder, Executive Managing Director, Partner","Procyon Advisors, LLC",pfiore@procyonpartners.net,,List import
10818159,Inactive Investor,David Rivas,Financial Advisor,Edward Jones Lake Mary FL 3248 W Lake Mary Blvd,david.rivas@edwardjones.com,,Salesforce
10759557,Inactive Investor,David Rearick,Financial Advisor,"Allegheny Investments, Ltd. Kittanning PA 229 Butler Rd",rrearick@alleghenyinvestments.com,,Salesforce
9551381,,Dominique Ellis,,,dominique.ellis@pnc.com,,List import
10757539,Inactive Investor,Kevin Tanner,Chairman;Chief Executive Officer;Chief Investment Officer,Saratoga Research & Investment Management,kevin@saratogarim.com,,Salesforce
9638015,,Ted Holland,,,ted@ubp.ch,,List import
9620801,,Aaron Davis,,,agdavis@gmail.com,,List import
10577985,,SHAO TANG,,,13149000041@163.com,,Web Form Fillout
139713,,Kindra Dawson,,Personal Capital Advisors Corporation,kdawson@personalcapital.com,8885178880,
10994973,Inactive Investor,Kassidie Karns,,PFS Investments Inc. Lawrence KS 901 Kentucky St,kkarns@primerica.com,,Salesforce
10806707,Inactive Investor,Andrew Puhrmann,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC West Des Moines IA 1245 Jordan Creek Pkwy",andy.puhrmann@nm.com,,Salesforce
10763592,Inactive Investor,Jorge Venegas,Financial Advisor;Vice President,Morgan Stanley San Francisco CA 101 California St,jorge.venegas@morganstanley.com,,Salesforce
10867921,Inactive Investor,Soojin Hwang,,Fidelity Brokerage Services LLC Vancouver WA 655 W Columbia Way,,,Salesforce
11099709,Inactive Investor,Jeremy Horton,Chief Executive Officer,"Trinary Capital, LLC",jeremyhorton@trinarycapital.com,,Salesforce
11013566,Inactive Investor,Edward Macias,,PFS Investments Inc. Woodland Hills CA 20750 Venture Blvd,emacias@primerica.com,,Salesforce
10860686,Inactive Investor,Daniel Hildebrand,,J.P. Morgan Securities LLC Longmont CO 11040 Colorado Blvd,daniel.hildebrand@jpmorgan.com,,Salesforce
11025951,Inactive Investor,John Belfort,,PFS Investments Inc. Fort Lauderdale FL 5450 NW 33rd Ave,johnbelfort@primerica.com,,Salesforce
11039749,Inactive Investor,Ronald Bryson,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Charlotte NC 6100 Fairview Rd,ron.bryson@ubs.com,,Salesforce
10982166,Inactive Investor,Dhillon Taylor,Financial Advisor,Secura Financial,dtaylor@securawm.com,,Salesforce
10833199,Inactive Investor,Paul Schiavone,Financial Advisor,Edward Jones Churchton MD 5419 Deale Churchton Rd,paul.schiavone@edwardjones.com,,Salesforce
9562866,,jose gaite,,,jgaite01@gmail.com,,List import
9544225,,Joseph Godsey,,,jgodsey@massmutual.com,,List import
9570120,,G Jones,,,garethjonesfilms@gmail.com,,List import
334849,,Jeffrey Vogel,Managing Partner,Court Square Capital,jvogel@courtsquare.com,212-752-6110,Manual List Upload
10616876,,Lyle Berkson,,,lyle.t.berkson@jpmorgan.com,,List Import
124377,,Thomas Farrell,,"Pinnacle Associates, Ltd.",farrell76@gmail.com,(732) 532-8893,
342926,,Rick Thomas,Business Advisor,Pilot Wealth Management,rick@pilotwm.com,503-847-9723,Manual List Upload
10903960,Inactive Investor,Hannah Knoll,Partner;Wealth Manager,Creative Planning,hannah.knoll@creativeplanning.com,,Salesforce
9618234,,Spencer McCormick,,,spencer@ironwoodpartners.com,,List import
11068405,Inactive Investor,Anthony Bouvy,,"Equitable Advisors, LLC Rochester NY 755 Jefferson Rd",anthony.bouvy@equitable.com,,Salesforce
10814955,Inactive Investor,Sanja Anderson,Financial Advisor,Edward Jones Tampa FL 442 W Kennedy Blvd,sanja.anderson@edwardjones.com,,Salesforce
10781418,Inactive Investor,David Foley,Chief Operating Officer;Director;Regulatory Contact,Estabrook Capital Management LLC,dfoley@estabrookcap.com,,Salesforce
9582720,,Jonathan Havice,,,jh@dgvlp.com,,List import
11050666,Inactive Investor,Joseph Kotula,,"MML Investors Services, LLC Glastonbury CT 45 Glastonbury Blvd",,,Salesforce
11181295,Inactive Investor,Timothy Ellis,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,timothy_ellis@vanguard.com,,Salesforce
11235141,Inactive Investor,Anna Kowalczyk,Associate Advisor,Bannerman Wealth Phoenixville PA Private Residence,,,Salesforce
11192220,Inactive Investor,Scott Vallar,Chief Compliance Officer;Managing Member;President,Guard Hill Advisors LLC,svallar@guardhilladvisors.com,,Salesforce
10888075,Inactive Investor,Anthony Alberico,Senior Financial Advisor,"U.S. Bancorp Advisors, LLC San Diego CA 16880 Bernardo Center Dr",anthony.alberico@uboc.com,,Salesforce
11157109,Inactive Investor,Matthew Augugliaro,,"Allstate Financial Services, LLC Huntington NY 595 W Jericho Tpke",matthewaugugliaro@allstate.com,,Salesforce
10919356,Inactive Investor,Paul Scherf,,"MML Investors Services, LLC San Mateo CA 1900 S Norfolk St",hscherf@financialguide.com,,Salesforce
11204403,Inactive Investor,Kyle Sahli,Financial Advisor,"Equitable Advisors, LLC Oak Brook IL 1515 W 22nd St",kyle.sahli@equitable.com,,Salesforce
10765236,Inactive Investor,David Smith,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Worcester MA 100 Front St",david.p.smith@ml.com,,Salesforce
10968636,Inactive Investor,Wanda Mackey,,PFS Investments Inc. Boynton Beach FL 1704 Corporate Dr,wanda.mackey@primerica.com,,Salesforce
10753819,Inactive Investor,Jason Edelmann,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 401 E Las Olas Blvd",jason_edelmann@ml.com,,Salesforce
10613013,,Ramona Farrington,"Senior Financial Advisor, Vice President",,ramona.farrington@ml.com,,List Import
10872713,Inactive Investor,Cody Jess,Financial Advisor,Edward Jones Oceanside CA 3548 Seagate Way,cody.jess@edwardjones.com,,Salesforce
11167962,Inactive Investor,Sonja Sun,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Temecula CA 31934 Temecula Pkwy",sonja.sun@ml.com,,Salesforce
10827257,Inactive Investor,Alyson Zibell,Financial Advisor,"Osaic Institutions, Inc. Terryville CT 203 Main St",azibell-santorso@infinexgroup.com,,Salesforce
9590779,,Anuj Singh,,,asingh@newwatercap.com,,List import
206773,,Jason Medoff,Financial Consultant,Fidelity Personal and Workplace Advisors,jason.medoff@fmr.com,,
11103910,Inactive Investor,Jan Stecker,Senior Wealth Management Associate,"Choreo, LLC Minneapolis MN 800 Nicollet Mall",jan.stecker@choreoadvisors.com,,Salesforce
119946,,Terry McLemore,,"SCF Investment Advisors, Inc.",tmclemore@scfinc.com,,
11188702,Inactive Investor,John Lynch,,LPL Financial LLC Columbia MD 10440 Little Patuxent Pkwy,,,Salesforce
10823062,Inactive Investor,Joseph Fink,Financial Advisor,Morgan Stanley Lutherville Timonium MD 2330 W Joppa Rd,,,Salesforce
9616670,,George Papadopoulos,,,george@thefeeonlyplanner.com,,List import
1004775,Inactive Investor,Michael Perklin,,Michael Perklin,michael@shapeshift.io,,
10960912,Inactive Investor,John Gross,Client Service Associate;Registered Client Service Associate,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",john.gross@ampf.com,,Salesforce
11029565,Inactive Investor,Tyson Farnsworth,,"Northwestern Mutual Investment Services, LLC Scottsdale AZ 6400 E McDowell Rd",tyson.farnsworth@nm.com,,Salesforce
11137776,Inactive Investor,Hussam Amer,,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",hussam.amer@nm.com,,Salesforce
10966808,Inactive Investor,Brittany Ringo,Chief Compliance Officer;Financial Advisor;Principal,"Autumn Financial Advisors, LLC",brittany@autumnfa.com,,Salesforce
9581140,,Amy Orcutt,,,amy.orcutt@pnc.com,,List import
10875675,Inactive Investor,Anna Stefaniak,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,anna.stefaniak@ubs.com,,Salesforce
11011131,Inactive Investor,Christopher Taylor,,PFS Investments Inc. Houston TX 11757 Katy Fwy,christopher.taylor@primerica.com,,Salesforce
10900910,Inactive Investor,Megan Gilkerson,Financial Advisor;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Englewood CO 6400 S Fiddlers Green Cir",megan.gilkerson@ml.com,,Salesforce
10956909,Inactive Investor,Marie Auguste,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",,,Salesforce
11076119,Inactive Investor,Marc Villa,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10762039,Inactive Investor,Ralph McKee,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Marco Island FL Private Residence",judge_mckee@ml.com,,Salesforce
9587454,,Daniel Ray,,,dray@regencyinvests.com,,List Import
10869224,Inactive Investor,Lisa Peterson,Client Specialist,Robert W. Baird & Co. Incorporated Denver CO 210 University Blvd,lpeterson@rwbaird.com,,Salesforce
11113442,Inactive Investor,Timothy Connor,Financial Advisor,LPL Financial LLC Redwood City CA 3 Twin Dolphin Dr,timothy.connor@lpl.com,,Salesforce
10784122,Inactive Investor,Monica Mccarthy,Chief Executive Officer;Managing Member;President,"Seascape Capital Management, LLC",mmccarthy@seascape-capital.com,,Salesforce
10531843,,Denise Gargan,SVP,PNC,denise.gargan@pnc.com,215-585-7513,List Import
9627478,,xavier garcia,,,xgarcia2@hotmail.es,,List import
11018647,Inactive Investor,Basil Smith,,PFS Investments Inc. South Sioux City NE 600 A St,,,Salesforce
371010,,Sean Sawyer,,United States,snscoins13@gmail.com,,Salesforce
149247,,Rajen Shelat,,[Unknown],shelat_p@att.net,,Organic Search
11142228,Inactive Investor,Christine Fong,Investment Specialist,J.P. Morgan Securities LLC New York NY 277 Park Ave,christine.fong@jpmorgan.com,,Salesforce
11228609,Inactive Investor,Anthony Gladney,,J.P. Morgan Securities LLC Greenville SC 1 Farrs Bridge Rd,anthony.gladney@jpmorgan.com,,Salesforce
10861536,Inactive Investor,William Barkas,,State Farm VP Management Corp. Baton Rouge LA 8888 Jefferson Hwy,,,Salesforce
10832900,Inactive Investor,David Nobles,,"Geneos Wealth Management, Inc. Fayetteville NC 1315 Fort Bragg Rd",,,Salesforce
10953622,Inactive Investor,Mathew Crumback,,Altruist Financial LLC Dallas TX 300 S Pearl Expy,,,Salesforce
9590111,,Jeffery Nadrich,,,jnadrich@gmail.com,,List import
9630166,,?? ?,,,3325914391@qq.com,,List import
10862270,Inactive Investor,John Ervin,Chief Compliance Officer;Managing Member,Ervin Investment Management Seattle WA 1037 NE 65th St,,,Salesforce
10836085,Inactive Investor,David Blake,Financial Advisor,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",dave.blake@raymondjames.com,,Salesforce
9593485,,Trent Crandall,,,trentcrandall14@gmail.com,,List import
11185685,Inactive Investor,Martin Terry,,LPL Financial LLC Whiting IN 1703 Calumet Ave,martin.terry@lpl.com,,Salesforce
98263,,Arvind Sukul,,Delft University of Technology,asukul@gmail.com,644320092,
10898312,Inactive Investor,Joseph Wilder,Financial Advisor,Edward Jones Benicia CA 1017 1st St,joseph.wilder@edwardjones.com,,Salesforce
11137167,Inactive Investor,Brenda Marshall,,J.P. Morgan Securities LLC Brooksville FL 12300 Cortez Blvd,,,Salesforce
11035076,Inactive Investor,Zurich Simon,,State Farm VP Management Corp. Pinole CA 2503 San Pablo Ave,zurich.simon.vabyqp@statefarm.com,,Salesforce
10999308,Inactive Investor,Mary Arnold,,Edward Jones Slayton MN 2558 Broadway Ave,,,Salesforce
10849728,Inactive Investor,Richard Dehner,,"Northwestern Mutual Investment Services, LLC Hinton IA 1120 Starview Dr",rick.dehner@nm.com,,Salesforce
11163526,Inactive Investor,Pamela Luthi,,"Osaic FS, Inc. Topeka KS 2709 SW 29th St",,,Salesforce
11105363,Inactive Investor,Jason Boe,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Atlanta GA 1105 Hammond Dr",jason.boe@schwab.com,,Salesforce
10872149,Inactive Investor,Lee Zeidner,Financial Advisor,Edward Jones Park City UT 1790 Sun Peak Dr,lee.zeidner@edwardjones.com,,Salesforce
11039613,Inactive Investor,Hayden Bankes,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
10950477,Inactive Investor,Katherine Romanelli,,PFS Investments Inc. Bellerose NY 251-73 Jericho Tpke,kromanelli@primerica.com,,Salesforce
11000953,Inactive Investor,Jenny Roberts,,State Farm VP Management Corp. Tallahassee FL 215 S Monroe St,,,Salesforce
11178588,Inactive Investor,Omar Ibarra,Private Client Advisor,J.P. Morgan Securities LLC Chicago IL 1958 W North Ave,omar.ibarra@jpmorgan.com,,Salesforce
9628554,,Mohamed Hashim,,,saara1@gmail.com,,List import
10859926,Inactive Investor,Scott Harris,,The AmeriFlex Group Phoenix AZ 2355 E Camelback Rd,,,Salesforce
11039401,Inactive Investor,Deanne August,,"Allstate Financial Services, LLC Honolulu HI 6700 Kalanianaole Hwy",deanneaugust@allstate.com,,Salesforce
10760492,Inactive Investor,Billy Stone,Financial Advisor,Edward Jones Longmont CO 2050 Terry St,bill.stone@edwardjones.com,,Salesforce
10801989,Inactive Investor,Michael Palmer,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Great Neck NY 805 Northern Blvd",michael.palmer3@ml.com,,Salesforce
10579908,,William Wass,,,billsquare@aol.com,,Web Form Fillout
10856193,Inactive Investor,Neil Short,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,neil.short@ubs.com,,Salesforce
9553374,,O O,,,unatomised@protonmail.com,,List import
10939105,Inactive Investor,Olusegun Yakubu,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,olusegun.yakubu@primerica.com,,Salesforce
11010614,Inactive Investor,Brendon Smith,Financial Representative,"Northwestern Mutual Investment Services, LLC Charlotte NC 6235 Carnegie Blvd",,,Salesforce
11212607,Inactive Investor,Peter Macmillan,Financial Advisor,Edward Jones Denver CO 250 Steele St,peter.macmillan@edwardjones.com,,Salesforce
11172425,Inactive Investor,Alicia Love,,SECU Brokerage Services Durham NC 2421 E NC Hwy 54,tegan.love@ncsecu.org,,Salesforce
11264690,Inactive Investor,Antonio Fernandez,,JPMorgan,antonio.x.fernandez@jpmorgan.com,,Salesforce
120537,,Ira Lash,,"MML Investors Services, LLC",ilash@massmutual.com,843-856-3411,
11200902,Inactive Investor,Blake Harper,Financial Advisor,"Osaic Wealth, Inc. Lafayette LA 106 Sears Dr",bharper@royalaa.com,,Salesforce
4927258,,Ko La,,,kla576663@gmail.com,,Web Form Fillout
9574507,,Steve -,,,smhtriple7@hotmail.com,,List import
11112221,Inactive Investor,Bryce Sturgill,,J.P. Morgan Securities LLC Concord NC 1255 Concord Pkwy N,bryce.sturgill@jpmorgan.com,,Salesforce
11173834,Inactive Investor,Tighe Dickinson,,Edward Jones Olympia WA 6939 Littlerock Rd SW,,,Salesforce
11262165,Inactive Investor,Tony Sheng,,Tony Sheng,tony.y.sheng@gmail.com,,Salesforce
216663,,Lauren Hein,,[Unknown],lauren@roboglobal.com,,Event
11099254,Inactive Investor,Keefer Andrew,,Edward Jones Greeneville TN 1060 W Andrew Johnson Hwy,,,Salesforce
372177,,herbert mcginnis,,United States,crissruth41@gmail.com,,Google Natural Search
10800987,Inactive Investor,Brian Loo,Chief Investment Officer;Managing Director,"Garrison Point Capital, LLC Walnut Creek CA 2033 N Main St",bloo@garpc.com,,Salesforce
10912816,Inactive Investor,Megan Verdeur,,Vanguard Marketing Corporation,megan_verdeur@vanguard.com,,Salesforce
10977988,Inactive Investor,Marion Tambone,,"S & A Financial Strategies & Services, LLC",,,Salesforce
11118213,Inactive Investor,Alexander Simanovsky,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Princeton NJ 502 Carnegie Ctr",alexander.simanovsky@rbc.com,,Salesforce
11066737,Inactive Investor,Craig Cornwell,,"Raymond James Financial Services, Inc. Saratoga Springs NY 480 Broadway",craig.cornwell@raymondjames.com,,Salesforce
11034018,Inactive Investor,Renee Roberts,,J.P. Morgan Securities LLC Los Altos CA 199 Main St,renee.roberts@jpmorgan.com,,Salesforce
10805861,Inactive Investor,Justine Coleman,Chief Compliance Officer;Director - Sales and Marketing,"Pento Portfolio Strategies, LLC",,,Salesforce
10835642,Inactive Investor,Lisa Harwood,,Ventura Advisors,,,Salesforce
9616511,,Carrie Lapka,,,clapka@verizon.net,,List import
10882303,Inactive Investor,Douglas Kline,Financial Advisor,Edward Jones Canton OH 4501 Hills and Dales Rd NW,doug.kline@edwardjones.com,,Salesforce
11073073,Inactive Investor,Dana Mahdi,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10816862,Inactive Investor,Jack Philbin,,Morgan Stanley New York NY 101 Park Ave,,,Salesforce
11006578,Inactive Investor,Ryan Tuverson,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",ryan.tuverson@ml.com,,Salesforce
10973570,Inactive Investor,Jasmine Springer,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jasmine_springer@vanguard.com,,Salesforce
11213337,Inactive Investor,Ryan Malfitano,,"Ameritas Investment Company, LLC Boca Raton FL 1877 S Federal Hwy",rmalfitano@ameritas.com,,Salesforce
9592209,,David Seman,,,pointless@foldingpictures.com,,List import
10881181,Inactive Investor,Frank Eberhart,,"The Investment Center, Inc. Hackettstown NJ 699 Washington St",feberhart@investmentctr.com,,Salesforce
9643782,,Hal Gunn,,,halgunn@drhalgunn.com,,List import
9556522,,Michael Fuchs,,,michael-zb.fuchs@ubs.com,,List import
11073719,Inactive Investor,Heather Williams,,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,heather.williams@morganstanley.com,,Salesforce
10657062,,Charles Janka,,,chuck.janka@nm.com,,List Import
11186472,Inactive Investor,Danny Markwell,,"Osaic Wealth, Inc. Morehead KY 264 Old Flemingsburg Rd",,,Salesforce
10759671,Inactive Investor,Pamela Thomas,Senior Client Service Associate,UBS Financial Services Inc. Houston TX 4400 Post Oak Pkwy,pamela.thomas@ubs.com,,Salesforce
9607504,,Harikishan Pulluri,,,harikishan25@gmail.com,,List import
6942432,,Betty S Pangle,,,nideno1700@youke1.com,,Web Form Fillout
10927506,Inactive Investor,Benjamin Martin,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11072919,Inactive Investor,Chad Bolliger,Financial Advisor,"Northwestern Mutual Investment Services, LLC Milwaukee WI 11270 W Park Pl",chad.bolliger@nm.com,,Salesforce
10761905,Inactive Investor,Donna Boulay,Financial Advisor;First Vice President,Morgan Stanley Manchester NH 1155 Elm St,donna.w.boulay@morganstanley.com,,Salesforce
11019852,Inactive Investor,Zachary Manion,Licensed Assistant,Commonwealth Financial Network Grand Rapids MI 625 Kenmoor Ave SE,zmanion@commonwealth.com,,Salesforce
9618161,,Sarah Seidl,,,sarah@seidl.com,,List import
11130142,Inactive Investor,Richard Weingart,,"Cadaret, Grant & Co., Inc. Cranford NJ 6 N Union Ave",rweingart@cadaretgrant.com,,Salesforce
348833,,Andrew Walter,Managing Member,Granger Management Llc,awalter@grangerllc.com,212-658-0400,Manual List Upload
9599480,,Andrew Hinz,,,ahinz@gracematthews.com,,List import
9619852,,Diego Granillo,,,djg5032@gmail.com,,List import
10902150,Inactive Investor,Michael Brown,Partner;Senior Wealth Advisor,Krilogy Saint Peters MO 1 Mid Rivers Mall Dr,,,Salesforce
11076529,Inactive Investor,Meagan Rogers,Director - Investment Strategy and Research,"FSA Wealth Management, LLC",,,Salesforce
11067745,Inactive Investor,William Thorp,,State Farm VP Management Corp. Grants Pass OR 323 NE 7th St,,,Salesforce
11108854,Inactive Investor,Jose Carrillo-Batalla,Co-Founder;Director;Manager,Vitral Advisors LLC New York NY 114 E 25th St,jtcarrillob@vitraladvisors.com,,Salesforce
191427,,Mark Hemmerly,Financial Advisor,"LaSalle St. Investment Advisors, L.L.C.",mhemmerly@lasallest.com,317-842-7600,product
11046067,Inactive Investor,Robert Douglas,Chief Operations Officer,Texas High Frequency Amarillo TX 5744 Canyon Dr,,,Salesforce
11070678,Inactive Investor,Heather Patrek,Managing Director;Private Wealth Advisor;Senior Vice President,"U.S. Bancorp Investments, Inc. Minneapolis MN 800 Nicollet Mall",heather.patrek@usbank.com,,Salesforce
10971714,Inactive Investor,Madison Weschler,Financial Advisor,"Equitable Advisors, LLC Scottsdale AZ 14851 N Scottsdale Rd",madison.weschler@equitable.com,,Salesforce
11004375,Inactive Investor,Michelle Turner,,"Allstate Financial Services, LLC Frederick MD 178 Thomas Johnson Dr",michelleturner@allstate.com,,Salesforce
10790321,Inactive Investor,Mark Leonard,Executive Director;Financial Advisor,Morgan Stanley McLean VA 1650 Tysons Blvd,mark.leonard@morganstanley.com,,Salesforce
195413,,Jason Bivins,,[Unknown],jasonabivins@gmail.com,,source
9632530,,Chad Gomoll,,,discountdreams@icloud.com,,List import
10401892,,Corey Javon,,,sonofmary36@icloud.com,,Web Form Fillout
10808810,Inactive Investor,Norman Ballard,Financial Advisor;Registered Principal,"Ameriprise Financial Services, LLC Ellwood City PA 2 Pittsburgh Cir",norman.m.ballard@ampf.com,,Salesforce
11088351,Inactive Investor,Dylan Toohey,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11078585,Inactive Investor,Susan Lione,,"Raymond James & Associates, Inc. Boston MA 225 Franklin St",susan.lione@raymondjames.com,,Salesforce
10867297,Inactive Investor,Ryan Wolk,,"Farmers Financial Solutions, LLC Sainte Genevieve MO 21971 Hwy 32",,,Salesforce
11043395,Inactive Investor,Patrick Bloomfield,Chief Compliance Officer;Managing Member;Principal;Senior Portfolio Manager,"Bloomfield Asset Management, Inc Parker CO Private Residence",patrick@baminvest.com,,Salesforce
11148015,Inactive Investor,Phillip Gamsby,,NYLIFE Securities LLC Colchester VT 105 Westview Rd,pgamsby@ft.newyorklife.com,,Salesforce
11087401,Inactive Investor,Eduardo Montana,,PFS Investments Inc. Austin TX 5716 W Hwy 290,eduardo.montana@primerica.com,,Salesforce
9638306,,Robert Ferguson,,,bob@chescocf.org,,List import
9560604,,Yi Chan,,,eugene.yz.chan@gmail.com,,List import
11231873,Inactive Investor,Kristian Mcdonald,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10918060,Inactive Investor,Marc Click,,J.P. Morgan Securities LLC Louisville KY 416 W Jefferson St,marc.click@jpmorgan.com,,Salesforce
10779942,Inactive Investor,Bradley Thurber,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Salt Lake City UT 95 S State St,bradthurber@dadco.com,,Salesforce
11142540,Inactive Investor,Julian Manolio,Financial Advisor;First Vice President,"RBC Capital Markets, LLC Vienna VA 8010 Towers Crescent Dr",lawrence.manolio@rbc.com,,Salesforce
10973934,Inactive Investor,Christopher Leary,Wealth Advisor,Argos Wealth Advisors LLC Park City UT Private Residence,cleary@argoswealth.com,,Salesforce
11139930,Inactive Investor,Melvin Goldstein,Financial Advisor,LPL Financial LLC Marlboro NJ Private Residence,melvin.goldstein@lpl.com,,Salesforce
11199142,Inactive Investor,David Meske,,"TCP Asset Management, LLC",dmeske@trendencycapital.com,,Salesforce
11147508,Inactive Investor,Michal Grommunt,Financial Advisor;Financial Planning Specialist,Morgan Stanley San Francisco CA 555 California St,,,Salesforce
3317620,,Charles Magruder,,,wesmag2012@gmail.com,,Web Form Fillout
10875305,Inactive Investor,Abigail Brannen,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10884217,Inactive Investor,Nathan Calloway,,Fidelity Brokerage Services LLC Scottsdale AZ 15445 N Scottsdale Rd,nathan.calloway@fidelity.com,,Salesforce
139771,,Gary Pulford,Investment Advisor Representative,Ritholtz Wealth Management,gary@ritholtzwealth.com,858-750-4200,
9632817,,ZANE SINDHU,,,zanesindhu@gmail.com,,List import
10801802,Inactive Investor,Veronica Hernandez,Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",veronica1.hernandez@ml.com,,Salesforce
10355351,,Floyd Clark,,,frc2fci7@aol.com,,Web Form Fillout
113364,,Jerry Garceau,Financial Professional,"Voya Financial Advisors, Inc.",jerry.garceau@voyafa.com,,
236598,, -,,[[Unknown]],andrew.kiesow@gmail.com,,Organic Search
10939430,Inactive Investor,Paul D'Arienzo,,State Farm VP Management Corp. Huntington NY 18 W Carver St,pauldarienzo@statefarm.com,,Salesforce
11207673,Inactive Investor,Thomas Mcauley,Owner,EquityTrust,,,Salesforce
10912620,Inactive Investor,Robert Russell,,LPL Financial LLC Winston Salem NC 100 N Cherry St,rusty.russell@lpl.com,,Salesforce
9611134,,Miguel Rodrigues,,,omarnadagoat@gmail.com,,List import
10604622,,Tony Bacarella,Wealth Consultant,Sigma Financial Corporation,tonyb@bacarellawealth.com,7734-717-4556,List Import
11035561,Inactive Investor,Christopher Shaffer,Private Client Associate,Janney Montgomery Scott LLC Ligonier PA 121 E Main St,cshaffer@janney.com,,Salesforce
9605643,,Yahseen Nelson,,,yahseen@gmail.com,,List import
225752,,Diep -,,[[Unknown]],diepnh2707@gmail.com,,Initial Salesforce Import
10915623,Inactive Investor,Kenneth Robinson,Founder;President;Senior Advisor,"Practical Financial Planning, Inc.",kenneth@p-f-p.com,,Salesforce
9645336,,asdfsadf asdfsadf,,,adslfsld@wdff.com,,List import
10907217,Inactive Investor,Matthew Swimmer,Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",,,Salesforce
10783966,Inactive Investor,Renu Jain,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Garden City NY 1225 Franklin Ave",renu.jain@stifel.com,,Salesforce
10921185,Inactive Investor,Aaron Peabody,,"Raymond James Financial Services, Inc. San Ramon CA 2000 Crow Canyon Pl",aaron.peabody@raymondjames.com,,Salesforce
10844825,Inactive Investor,Kevin Prendergast,Director - Wealth;Director - Wealth Management,"Leelyn Smith, LLC",kevin@leelynsmith.com,,Salesforce
9640351,,Laura Oswald,,,laura.oswald@kcpsrs.org,,List import
9584280,,Kenneth Clifford,,,kenneth.clifford@metalmarkcapital.com,,List import
11030504,Inactive Investor,John Caruso,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10785011,Inactive Investor,Lucilo Palacio,Managing Director,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
11260602,Inactive Investor,Sherry Lopez,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",sherry.lopez@wfafinet.com,,Salesforce
11101781,Inactive Investor,Joey Beason,Financial Consultant,"Wells Fargo Clearing Services, LLC Sherman TX 600 E Taylor St",joey.beason@wellsfargoadvisors.com,,Salesforce
10951444,Inactive Investor,Heather Simmons,,"Empower Financial Services, Inc Leawood KS 12405 Beverly St",heather.simmons@gwrs.com,,Salesforce
11050846,Inactive Investor,Scott Welch,,"Osaic Wealth, Inc. Brooklyn NY 122 Ashland Pl",,,Salesforce
9582168,,Kah Yeo,,,randy@chiralglobal.com,,List import
11058136,Inactive Investor,Steadman Knight,,"Truist Investment Services, Inc. Williamsburg VA 300 2nd St",steadman.knight@truist.com,,Salesforce
10810282,Inactive Investor,David Heath,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,david.s.heath@morganstanley.com,,Salesforce
10911643,Inactive Investor,Andrew Reid,Chief Investment Officer;Investment Advisor;Partner,"LBMC Investment Advisors, LLC Brentwood TN 201 Franklin Rd",areid@lbmc.com,,Salesforce
11146133,Inactive Investor,Jason Gilbert,Chief Compliance Officer;Chief Financial Officer;Chief Operating Officer;Managing Partner;President,"RGA Investment Advisors, LLC",jason@rgaia.com,,Salesforce
10596093,,Richard Owen,,,richard.p.owen@ms.com,,Web Form Fillout
9581341,,E R,,,3emedia@sympatico.ca,,List import
10997489,Inactive Investor,Leighton Gasque,,"Brean Capital, LLC Franklin TN 5000 Meridian Blvd",,,Salesforce
9550260,,Gavin Longhurst,,,glonghurst@hotmail.com,,List import
11001362,Inactive Investor,Steven Esse,,PFS Investments Inc. Wixom MI 28221 Beck Rd,steven.esse@primerica.com,,Salesforce
9588872,,Randy Long,,,randy@longinvestmentadvisory.com,,List import
11147202,Inactive Investor,Oscar Machado Unzueta,,"MML Investors Services, LLC Peachtree Corners GA 3720 Davinci Ct",omachado@financialguide.com,,Salesforce
234709,,Joseph -,,Joseph [[Unknown]],joseph7merritt@gmail.com,,
11120392,Inactive Investor,Janice Jim,,Goldman Sachs & Co. Newport Beach CA 4000 Macarthur Blvd,,,Salesforce
11013107,Inactive Investor,Rob Dunagan,,"Allstate Financial Services, LLC Brunswick GA 41 Professional Dr",rob@allstate.com,,Salesforce
10991362,Inactive Investor,Felipe Robledo,Senior Wealth Advisor,Citigroup Global Markets Inc. Miami FL 201 S Biscayne Blvd,,,Salesforce
9563944,,Merrie Moy,,,merrie.moy@tfaconnect.com,,List import
243726,,Todd Reesing,Regional Director & VP,Dimensional Fund Advisors,todd.reesing@dimensional.com,15123064597,Manual List Upload
9634626,,Alan Moore,,,alanm@slavic.net,,List import
10873554,Inactive Investor,William Masten,,"Parkland Securities, LLC Pennsville NJ 170 S Broadway",,,Salesforce
11137110,Inactive Investor,Aaron Hesselink,,"Osaic Wealth, Inc. Cheboygan MI 10595 N Straits Hwy",,,Salesforce
9543426,,Kendall Boyd,,,kendall.boyd19@gmail.com,,List import
11007199,Inactive Investor,Madison Manley,,"Centaurus Financial, Inc. Temple TX 1949 Scott Blvd",,,Salesforce
11078930,Inactive Investor,Sreenivasa Kota,,"Farmers Financial Solutions, LLC Garland TX 629 W Centerville Rd",,,Salesforce
10762670,Inactive Investor,Thomas Rapp,,"M Holdings Securities, Inc. Morristown NJ 1776 On The Grn",thomas.rapp@mfin.com,,Salesforce
9549646,,Patrick O'Grady,,,patricko@prenticecapital.com,,List import
10930447,Inactive Investor,John Rathnam,Chief Compliance Officer;Founder;Managing Member;President,"Rathnam Capital, LLC",john.rathnam@rathnamcapital.com,,Salesforce
11126275,Inactive Investor,Beverly Shean,Accredited Asset Management Specialist;Financial Planner,"Raymond James & Associates, Inc. Panama City FL 101 W 5th St",beverly.shean@raymondjames.com,,Salesforce
10897153,Inactive Investor,Jacob Avenius,,LPL Financial LLC West Jordan UT 7167 S Center Park Dr,jake.avenius@lpl.com,,Salesforce
9567508,,Art Nunes,,,art.nunes@nwasset.com,,List import
11073235,Inactive Investor,John McCarthy,Wealth Advisor,"Jacobi Capital Management, LLC",jmccarthy@jacobicapital.com,,Salesforce
10849546,Inactive Investor,Adrian Cortes,,PFS Investments Inc. Des Plaines IL 2720 S River Rd,adrian.cortes@primerica.com,,Salesforce
11179638,Inactive Investor,Daniel Mataic,Senior Business Associate;Vice President,"RBC Capital Markets, LLC Appleton WI 717 N McCarthy Rd",daniel.mataic@rbc.com,,Salesforce
11029472,Inactive Investor,Kathryn Oswald,,"Voya Financial Advisors, Inc. Pensacola FL Private Residence",kathryn.oswald@voya.com,,Salesforce
10756322,Inactive Investor,Olivia Brinker,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 600 Grant St",olivia.brinker@ml.com,,Salesforce
9639702,,Dana Pointer,,,dpointer@preserverpartners.com,,List import
11011997,Inactive Investor,Gentry Johnston,,"Woodmen Financial Services, Inc.",gjohnston@woodmen.org,,Salesforce
11146635,Inactive Investor,David Hope,,"Osaic Wealth, Inc. Miami FL 8603 S Dixie Hwy",,,Salesforce
9640235,,Benaifer Malandkar,,,benaifer@raayinvestments.com,,List import
11067248,Inactive Investor,Aaron Wilkes,,Fidelity Brokerage Services LLC Boston MA 155 Seaport Blvd,aaron.wilkes@fidelity.com,,Salesforce
10974058,Inactive Investor,James Hughes,Financial Professional,PlanMember Securities Corporation Amarillo TX 1616 S Kentucky St,,,Salesforce
9614412,,evan mcculloch,,,evan.mcculloch@live.com,,List import
10612948,,Maria Mauceli,Financial Advisor,,maria.mauceli@lpl.com,,List Import
11018795,Inactive Investor,Trent Gneiting,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 400 S Rampart Blvd",trent.gneiting@ml.com,,Salesforce
10961017,Inactive Investor,Cynthia Macdonald,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11152035,Inactive Investor,Casey O'Connor,Associate Vice President;Financial Advisor;Financial Planning Specialist,Morgan Stanley Tampa FL 100 N Tampa St,casey.oconnor@morganstanley.com,,Salesforce
10644155,,Christopher Kocinski,,,christopher.kocinski@nb.com,,List Import
248446,,Daniel Israeli,Adv,Rub solutions,daniel@hrpon.io,,Manual List Upload
11142308,Inactive Investor,Scott Davis,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 200 S Biscayne Blvd",,,Salesforce
9560861,,Kunal Shah,,,kunal@icapitalnetwork.com,,List import
11110995,Inactive Investor,Altman Norris,Investment Advisor Representative;Portfolio Manager,"Norris Financial Group, LLC",ajnorris@norrisfinancialgroup.com,,Salesforce
182579,,Antonios Kapnisis,,[Unknown],ngnaples@hotmail.com,,
11028169,Inactive Investor,Caroline Thomas,,Jefferies LLC,cthomas@jefferies.com,,Salesforce
239244,,Emmanuel Ojah,,[Unknown],emmanuelokpabi1@gmail.com,,
11212981,Inactive Investor,Joseph Sepsey,,Country Capital Management Company Arlington Heights IL 3205 N Wilke Rd,joe.sepsey@countryfinancial.com,,Salesforce
11101182,Inactive Investor,Joseph Meklin,Investment Advisory Specialist;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",,,Salesforce
11011124,Inactive Investor,Cameron Conkle,,"W&S Brokerage Services, Inc. Owings Mills MD 10461 Mill Run Cir",,,Salesforce
11079447,Inactive Investor,Jeffrey Krummick,,"Charles Schwab & Co., Inc. Orlando FL 1958 Summit Park Dr",jeffrey.krummick@schwab.com,,Salesforce
10959000,Inactive Investor,Brian De La Torre,Associate,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,brian.de-la-torre@jpmorgan.com,,Salesforce
11064198,Inactive Investor,Michael Hrubala,,"Raymond James Financial Services, Inc. Isle of Palms SC 103 Palm Blvd",drew.hrubala@raymondjames.com,,Salesforce
9647996,,Jake. Knowles,,,jake.knowles@yahoo.com,,List import
10876441,Inactive Investor,Jacquelyn Nasca,,LPL Financial LLC Charlottesville VA 889 Rio East Ct,jacquelyn.nasca@lpl.com,,Salesforce
10584910,,Evelyn Mazibuko,,,nomadlozie9@mai.com,,Web Form Fillout
248249,,Constance Sng,Global head of capital formation,Abra,constance@abra.com,,Manual List Upload
189474,,Luis Capelo,,[Unknown],luiscape@gmail.com,,source
10963116,Inactive Investor,Ebed Evans,Financial Advisor,PFS Investments Inc. Mansfield TX 717 N Holland Rd,,,Salesforce
11217571,,Gretchen Burkhart,,,gretchen.burkhart@raymondjames.com,,Other
10880737,Inactive Investor,Brad Melvin,,"Raymond James Financial Services, Inc. Ponte Vedra Beach FL 100 Corridor Rd",brad.melvin@raymondjames.com,,Salesforce
11213332,Inactive Investor,Clarence Kyle Moscaya,,Fidelity Brokerage Services LLC New York NY 350 Park Ave,clarence.moscaya@fmr.com,,Salesforce
9559944,,Bernardo Matos,,,bernacm@outlook.com,,List import
10872305,Inactive Investor,Liliana Mejia,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",liliana.mejia@ml.com,,Salesforce
11125087,Inactive Investor,David Lipinski,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",david.lipinski@ml.com,,Salesforce
10917237,Inactive Investor,Paul Wechsler,,Cetera Advisor Networks LLC Media PA 200 E State St,,,Salesforce
11097856,Inactive Investor,John Schwartz,Owner;President,Quantum Strategies Management Company,,,Salesforce
9581151,,Linda Thraen,,,lthraen@ameritas.com,,List import
10963180,Inactive Investor,Daniel Brickley,,J.P. Morgan Securities LLC South San Francisco CA 2248 Westborough Blvd,daniel.r.brickley@chase.com,,Salesforce
10859711,Inactive Investor,Candace Duecker,Member;Principal;Senior Wealth Advisor,Seneschal Family Office,candace.duecker@seneschaladvisors.com,,Salesforce
11200566,Inactive Investor,Eric Wilson,,"HighTower Securities, LLC New York NY 512 W 22nd St",ewilson@hightoweradvisors.com,,Salesforce
10618759,,Harrison Wolff,,,harrison.wolff@morganstanley.com,,List Import
10973713,Inactive Investor,Mark Berndt,,"Investment Planners, Inc.",markb@investment-planners.com,,Salesforce
10835810,Inactive Investor,Dennis Doyel,Financial Advisor;Senior Vice President,D.A. Davidson & Co. Claremont CA 697 E Foothill Blvd,ddoyel@dadco.com,,Salesforce
9635991,,Eugene Jacobus,,,ejacobus@provtrust.com,,List import
9622800,,Mike Alber,,,malber2000@gmail.com,,List import
10971320,Inactive Investor,William Peng,Chief Executive Officer;Co-Founder,Northstar Investment Advisory LLC,wpeng@northstarmoney.com,,Salesforce
10763029,Inactive Investor,Donna Uliva,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bellaire TX 6750 W Loop S",donna.r.uliva@ampf.com,,Salesforce
10845040,Inactive Investor,Brian Lavoie,Financial Advisor,LPL Financial LLC Nashua NH 402 Amherst St,brian.lavoie@lpl.com,,Salesforce
238171,, -,,[[Unknown]],gregkjean@hotmail.com,,Organic Search
10997927,Inactive Investor,Christian Arevalo,,"Wells Fargo Clearing Services, LLC Manhattan Beach CA 1129 N Sepulveda Blvd",christian.l.arevalo@wellsfargo.com,,Salesforce
232394,, -,,[[Unknown]],sywrobin@yahoo.com,,Organic Search
11143732,Inactive Investor,Sebastien Gilles,,"Trinity Wealth Securities, L.L.C. Tampa FL 4301 Anchor Plaza Pkwy",,,Salesforce
7661221,,Ram Narayan Mahato,,,ramnarayanmahato999@gmail.com,,Web Form Fillout
11123768,Inactive Investor,Randall Mithoefer,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Bedford NH 288 S River Rd",randall.l.mithoefer@ampf.com,,Salesforce
10781308,Inactive Investor,Neal Leschel,Financial Advisor;First Vice President;Investment Officer,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",neal.leschel@wellsfargoadvisors.com,,Salesforce
10960120,Inactive Investor,Dylan Edwards,,"Cambridge Investment Research, Inc. Corona CA 4160 Temescal Canyon Rd",,,Salesforce
11232093,Inactive Investor,Katherine Gumina,,Robert W. Baird & Co. Incorporated,,,Salesforce
10821072,Inactive Investor,Gene Goldman,,Cetera Advisor Networks LLC,goldmang@ceteranetworks.com,,Salesforce
10868924,Inactive Investor,Gregory Stalsberg,,Commonwealth Financial Network Saint Paul MN 2180 4th St,gstalsberg@commonwealth.com,,Salesforce
11191559,Inactive Investor,Brandon Crabb,Chief Compliance Officer;President,Red Sky Capital Management New Market MD 1 W Main St,,,Salesforce
11044882,Inactive Investor,Shawn Wildt,Financial Advisor,Edward Jones Tyler TX 1320 E Southeast Loop 323,shawn.wildt@edwardjones.com,,Salesforce
11232977,Inactive Investor,Michael Hulett,,"World Investments, Inc. Plymouth MA 34 Main Street Ext",,,Salesforce
9560076,,Joseph Kurczodyna,,,capmercbanc@hotmail.com,,List import
11072902,Inactive Investor,Ryan Haller,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Brighton MI 8516 W Grand River Ave",ryan.j.haller@ml.com,,Salesforce
10968803,Inactive Investor,Zachary Morgan,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
10881044,Inactive Investor,Steven Berceau,Financial Advisor,"Ameriprise Financial Services, LLC Wilmette IL 1000 Skokie Blvd",steven.j.berceau@ampf.com,,Salesforce
10907533,Inactive Investor,Rick Utter,,"Cambridge Investment Research, Inc. Webb City MO 30 S Main St",,,Salesforce
9568718,,Kieth Tong,,,kieth.tong@citizenssecurities.com,,List import
10953599,Inactive Investor,Sara Schmidt,Financial Advisor,Edward Jones Augusta KS 614 State St,sara.schmidt@edwardjones.com,,Salesforce
10766774,Inactive Investor,Cherry Mosienko,Associate,Morgan Stanley Duluth GA 2160 Satellite Blvd,cherry.mosienko@morganstanley.com,,Salesforce
11151471,Inactive Investor,Gabriel Ezrre,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,gabriel_ezrre@vanguard.com,,Salesforce
11143542,Inactive Investor,Luke Reilly,Financial Advisor;Financial Representative;Securities Registered Representative,"Principal Securities, Inc. Tucson AZ 7498 N la Cholla Blvd",reilly.luke@principal.com,,Salesforce
10850635,Inactive Investor,John Scott,Chief Compliance Officer;Chief Investment Officer;President,Closed-End Fund Advisors,jcscott@cefadvisors.com,,Salesforce
11087054,Inactive Investor,Gregory Blank,,"American Portfolios Financial Services, Inc. New York NY 216 E 45th St",gblank@americanportfolios.com,,Salesforce
9619248,,Ray Hatten,,,ray_hatten@hotmail.com,,List import
11166639,Inactive Investor,Diego De La Lama,,"InSight Securities, Inc. Miami FL 777 Brickell Ave",,,Salesforce
10852318,Inactive Investor,Patricia Brueckner,Senior Client Service Associate,Morgan Stanley Austin TX 8701 Bee Caves Rd,patty.brueckner@morganstanley.com,,Salesforce
10981397,Inactive Investor,Dimitri Tagaropoulos,,J.P. Morgan Securities LLC Port Richey FL 8298 Ridge Rd,dimitri.tagaropoulos@chase.com,,Salesforce
4476054,,Jill Jo,,,jillblue@gmail.com,,Web Form Fillout
10510350,,Jorie Johnson,Financial Advisor,Financial Futures LLC,jjohnson@financial-futures-llc.com,,List import
11130875,Inactive Investor,Donwin Braun,Advisor;Partner,"NorthRock Partners, LLC",donwin@northrockpartners.com,,Salesforce
351909,,Gary Timpe,"JD, CPA","Timpe & Timpe Financial Advisory Services, L.l.c.",gtimpe@timpecpa.com,317-217-1660,Manual List Upload
10802216,Inactive Investor,Lawrence Bell,,Purshe Kaplan Sterling Investments Parsippany NJ 4 Campus Dr,,,Salesforce
10922921,Inactive Investor,Brooke Carpenter,Financial Advisor,LPL Financial LLC Burlington NC 3120 S Church St,brooke.carpenter@lpl.com,,Salesforce
10803040,Inactive Investor,Lance Boyce,,Cetera Advisor Networks LLC Vancouver WA 15597 SE Mill Plain Blvd,boycel@ceteranetworks.com,,Salesforce
237541,, -,,[[Unknown]],rszbest@gmail.com,,
10776962,Inactive Investor,Richard Fitzgerald,,Nationwide Planning Associates Inc. Huntington NY 775 Park Ave,rfitzgerald@nationwideplanning.com,,Salesforce
11108972,Inactive Investor,John Masegian,President;Regulatory Contact;Treasurer;Wealth Advisor,"Pruneyard Financial Group, Inc. Campbell CA 900 E Hamilton Ave",john.masegian@pruneyardfinancial.com,,Salesforce
11115192,Inactive Investor,Kenneth Coleman,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Spring TX 1255 Lake Woodlands Dr",kenneth.coleman2@ml.com,,Salesforce
11078299,Inactive Investor,Erica Ngo,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10817108,Inactive Investor,Michelle Neiheisel,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,michelle.neiheisel@fidelity.com,,Salesforce
9621700,,brent beavers,,,m.beavers1994@gmail.com,,List import
10999075,Inactive Investor,Kelsey Cope,Assistant Vice President;Client Experience Manager,LPL Financial LLC Kansas City MO Private Residence,kelsey.cope@lplfinancial.com,,Salesforce
11100036,Inactive Investor,Anatoliy Lutsik,Market Director,Thrivent Investment Management Inc. Reston VA 11921 Freedom Dr,anatoliy.lutsik@thrivent.com,,Salesforce
9604580,,Hilary Platt,,,hplatt@perpetualwealth.net,,List import
10965323,Inactive Investor,Nicholas Jimenez,Financial Professional,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",nicholas.jimenez@equitable.com,,Salesforce
10943157,Inactive Investor,Taylor Westbrook,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10898307,Inactive Investor,William Danforth,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Peabody MA 8 Essex Center Dr,william.danforth@ubs.com,,Salesforce
11101640,Inactive Investor,Carter Ewing,,Cetera Advisors LLC Overland Park KS 10955 Lowell Ave,,,Salesforce
10972931,Inactive Investor,Donald Sterup,,"FBL Marketing Services, LLC Columbus NE 2921 23rd St",don.sterup@fbfs.com,,Salesforce
10812982,Inactive Investor,Theodore Trafton,Financial Advisor,"Ameriprise Financial Services, LLC Providence RI 1 Citizens Plz",theodore.g.trafton@ampf.com,,Salesforce
351808,,Greg Horning,Director,"Sc&h Financial Advisors, Inc.",ghorning@schgroup.com,410-403-1500,Manual List Upload
10765365,Inactive Investor,Thomas Duffey,Director;Financial Advisor,Robert W. Baird & Co. Incorporated,tduffey@rwbaird.com,,Salesforce
10855262,Inactive Investor,Anna Yehushua,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,anna.kelley@fidelity.com,,Salesforce
11235972,Inactive Investor,Charles Posnecker,Senior Financial Advisor,"Bryn Mawr Capital Management, LLC",,,Salesforce
11164197,Inactive Investor,John Ladick,,LPL Financial LLC Hudson WI Private Residence,john.ladick@lpl.com,,Salesforce
9646842,,Timothy Lighthill,,,tlighthill1984@gmail.com,,List import
11015571,Inactive Investor,Jamie Lanik,Financial Advisor,"LPL Enterprise, LLC Farmington MN Private Residence",jamie.lanik@prudential.com,,Salesforce
10860871,Inactive Investor,Gregory Grimsley,Investment Advisor,"WealthCrest Financial Services, LLC",ggrimsley@wealthcrest.com,,Salesforce
11162502,Inactive Investor,Edward Ellis,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Haddonfield NJ 30 Washington Ave",edward.ellis@stifel.com,,Salesforce
11076989,Inactive Investor,Andrew Lewis,Account Manager,Key Investment Services LLC Warsaw IN 119 E Center St,andrew_s_lewis@keybank.com,,Salesforce
11207687,Inactive Investor,Ashley Worley,Assistant Vice President,LPL Financial LLC Birmingham IA Private Residence,ashley.worley@lpl.com,,Salesforce
10647201,,Brittany Maracine,,,brittany.maracine@edwardjones.com,,List Import
11106351,Inactive Investor,Amy Dienes,Senior Client Service Associate,UBS Financial Services Inc. Westlake OH 2055 Crocker Rd,amy.kantura@ubs.com,,Salesforce
10792774,Inactive Investor,Philip Frank,Portfolio Manager;President,Insight Asset Management,,,Salesforce
9631787,,Jay Napo,,,jaynappo@gmail.com,,List import
9630925,,Hugo Cubias,,,hugocubias@gmail.com,,List import
9544737,,Tarrell Gamble,,,tgamble@brv-llc.com,,List import
237594,, -,,[[Unknown]],602699293@qq.com,,
10822285,Inactive Investor,Casey Smith,Chief Compliance Officer;President,"Wiser Wealth Management, Inc",casey@wiserinvestor.com,,Salesforce
10941629,Inactive Investor,Matthew Lacoss,,J.P. Morgan Securities LLC Seattle WA 1301 2nd Ave,,,Salesforce
9587226,,Brent Jesko,,,bjesko@reinhart-partnersinc.com,,List import
10606244,,Matthew Smith,"Practice Associate, Practice Manager","Ameriprise Financial Services, LLC",matthew.s.smith@ampf.com,203-302-6732,List Import
10904287,Inactive Investor,Hugo Santos,,J.P. Morgan Securities LLC Brooklyn NY 726 Grand St,hugo.santos@jpmorgan.com,,Salesforce
10923890,Inactive Investor,Joseph Gileno,,"Arete Wealth Management, LLC Brewster NY 1663 Rte 22",joseph.gileno@aretewealth.com,,Salesforce
10901331,Inactive Investor,Ryan Montgomery,Assistant Vice President,Citigroup Global Markets Inc.,ryan.montgomery@citigroup.com,,Salesforce
10927881,Inactive Investor,William Connelly,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9644330,,Russ Planitzer,,,russplanitzer@gmail.com,,List import
10759181,Inactive Investor,William Chisholm,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
11238878,Inactive Investor,Jeff Barrett,,Bancroft Capital,jbarrett@bancroft4vets.com,,Salesforce
11212146,Inactive Investor,Jeffrey Vandiver,Financial Advisor,LPL Financial LLC Charlotte NC 6101 Carnegie Blvd,jeff.vandiver@lpl.com,,Salesforce
11234305,Inactive Investor,Richard Marsh,Wealth Market Leader,Key Investment Services LLC,,,Salesforce
11190046,Inactive Investor,Cameron Hadley,,"Northwestern Mutual Investment Services, LLC Albany NY 1 Northwestern Blvd",cameron.hadley@nm.com,,Salesforce
10938576,Inactive Investor,Eric Karlik,,"MML Investors Services, LLC Neptune NJ 1305 Campus Pkwy",,,Salesforce
10774615,Inactive Investor,Felicia Hostettler,Senior Client Specialist,Robert W. Baird & Co. Incorporated Evansville IN 110 Main St,fhostettler@rwbaird.com,,Salesforce
11032278,Inactive Investor,Thomas Craven,,"Allstate Financial Services, LLC Lynchburg VA 14116 Wards Rd",tomjrcraven@allstate.com,,Salesforce
10845520,Inactive Investor,Rita Lind,,"Charles Schwab & Co., Inc. New Braunfels TX Private Residence",rita.lind@schwab.com,,Salesforce
9578248,,Miracle Benjamin,,,ayotolakenny@gmail.com,,List import
9579669,,Jesse Tatterson,,,jesse.tatterson@pnc.com,,List import
9644264,,Bruno WERNERT,,,bruno.wernert@gmx.de,,List import
11063686,Inactive Investor,Gillia Murphy,,PFS Investments Inc. Covington KY 909 Wrightsummit Pkwy,gillia.murphy@primerica.com,,Salesforce
9614124,,alex lary,,,alexlary23@gmail.com,,List import
10789014,Inactive Investor,John Finnell,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,john.finnell@fidelity.com,,Salesforce
11129170,Inactive Investor,Amy Roxin,,"Principal Securities, Inc. Buffalo NY 100 Corporate Pkwy",roxin.amy@principal.com,,Salesforce
10494575,,Omar Mallick,"Chief Compliance Officer, Chief Investment Officer, Founder, Managing Member","Holbrook Management, LLC",omallick@holbrookmgmt.com,,List import
10902601,Inactive Investor,Wei-Hung Yang,,"Momentix Capital, Inc. Flushing NY 3370 Prince St",,,Salesforce
11148916,Inactive Investor,Aran Hiromoto,Vice President,PlanMember Securities Corporation Mililani HI 95-119 Kamehameha Hwy,,,Salesforce
11135340,Inactive Investor,Peter Beebe,President,Hillman Capital Management Inc,pete@hillmancapital.com,,Salesforce
10847624,Inactive Investor,Ann Lonergan,,Fidelity Brokerage Services LLC,,,Salesforce
11011629,Inactive Investor,Rachel Fix,,"Hornor, Townsend & Kent, LLC University Park MD Private Residence",rfix@htk.com,,Salesforce
9621216,,Bryn Basiardanes,Chief Compliance Officer,Requisite Capital Management LLC,bryn.talkington@requisitecm.com,,List Import
11122908,Inactive Investor,Giovanni Ponzio,,Jefferies LLC,gponzio@jefferies.com,,Salesforce
11238764,Inactive Investor,Tim Ryll,,"Sterling Bay Capital Advisers, LLC",tryll@sterlingbay.com,,Salesforce
119016,,Michael McFeeley,,Lincoln Financial Advisors Corporation,michael.mcfeeley2@lfg.com,410-825-0781,
10924512,Inactive Investor,Thaddeus Bienko,Financial Advisor,Morgan Stanley Ann Arbor MI 2001 Commonwealth Blvd,,,Salesforce
341861,,Ryan Beres,Associate,"Argand Partners, Lp",rberes@argandequity.com,212-588-6470,Manual List Upload
10761647,Inactive Investor,Eugene Kenny,,Morgan Stanley New York NY 55 E 52nd St,eugene.kenny@morganstanley.com,,Salesforce
10489423,,Luis Gurrusquieta,Financial Consultant,"TIAA-CREF Individual & Institutional Services, LLC Frisco TX 6303 Cowboys Way",luis.gurrusquieta@tiaa.org,214-626-8087,List Import
9628588,,Travis Phillips,,,tphillips.nz@gmail.com,,List import
10942391,Inactive Investor,Tyler Talley,,Vanguard Marketing Corporation,tyler_talley@vanguard.com,,Salesforce
195567,,Megah Ajeng Istuningsih,,[Unknown],megah.ajeng@yahoo.co.id,,source
10618669,,William Robbins,,,wrobbins@mesirowfinancial.com,,List Import
10933975,Inactive Investor,Aleksandr Spencer,Chief Investment Officer,"Bogart Wealth, LLC",aspencer@bogartwealth.com,,Salesforce
11051251,Inactive Investor,Dante Colarusso,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,dante_colarusso@vanguard.com,,Salesforce
10953296,Inactive Investor,Justin Hoyt,Financial Advisor,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",justin.hoyt@ampf.com,,Salesforce
9593145,,Mohammad Al Huraiz,,,mhuraiz.alfalasi@gmail.com,,List import
9560285,,Brian Graney,,,bgraney@brownadvisory.com,,List import
11196261,Inactive Investor,Robert Zic,,"MML Investors Services, LLC Homer Glen IL 14228 S Bell Rd",rzic@financialguide.com,,Salesforce
11108289,Inactive Investor,Darren Daye,,B. Riley Wealth Management Las Vegas NV Private Residence,,,Salesforce
11293141,Inactive Investor,Cameron Dawson,,New Edge Wealth,cdawson@newedgecg.com,203-424-2262,Salesforce
11031500,Inactive Investor,Thomas Black,,"Farmers Financial Solutions, LLC Englewood CO 9600 E Arapahoe Rd",tblack@farmersagent.com,,Salesforce
9556352,,IDRIS ZUBAIR,,,ooseborega@gmail.com,,List import
9591299,,Joseph Snyder,,,joseph.snyder33@outlook.com,,List import
11168115,Inactive Investor,Daniel Larner,Managing Director;Managing Director - Wealth Management;Portfolio Manager,UBS Financial Services Inc. Indianapolis IN 8801 River Crossing Blvd,dan.larner@ubs.com,,Salesforce
5672320,,Traf Law,,,trafalgarlaw.93@yahoo.com,,Web Form Fillout
11089383,Inactive Investor,Franklin Pulla,,J.P. Morgan Securities LLC Stratford CT 2855 Main St,franklin.pulla@jpmorgan.com,,Salesforce
10909712,Inactive Investor,Maria Ortiz,,J.P. Morgan Securities LLC Longview TX 2606 Judson Rd,,,Salesforce
9626149,,yun1 xin,,,xinyunjiukuang1@gmail.com,,List import
11022557,Inactive Investor,Erin Locke,Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Austin TX 13215 Bee Cave Pkwy",erin.locke@wellsfargoadvisors.com,,Salesforce
11033913,Inactive Investor,Rameshbhai Patel,,NYLIFE Securities LLC Bensalem PA Private Residence,rcpatel@ft.newyorklife.com,,Salesforce
10876750,Inactive Investor,Makiko Tonda,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11001318,Inactive Investor,Lisa Hamilton,,LPL Financial LLC Lebanon MO 601 N Jefferson Ave,lisa.hamilton@lpl.com,,Salesforce
10489777,,Timothy Hoffman,Regional Director,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",thoffman@beaconpointe.com,844-366-2525,List Import
10903371,Inactive Investor,Krystyna Rohde,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",krystyna.rohde@ml.com,,Salesforce
10852254,Inactive Investor,Brian Strom,Financial Advisor,Edward Jones Saint Helens OR 1685 Saint Helens St,brian.strom@edwardjones.com,,Salesforce
10983334,Inactive Investor,Stacy Dervin,Chief Compliance Officer;Founder,Tailored Financial Planning,,,Salesforce
10753434,Inactive Investor,Gregg Clark,Financial Advisor,Edward Jones Springboro OH 564 N Main St,gregg.clark@edwardjones.com,,Salesforce
3251182,,Geoff Crosby,,,gcrosby@caljuiceco.com,,
10835590,Inactive Investor,Christopher Novielli,Wealth Advisor,Morgan Stanley,christopher.novielli@morganstanley.com,,Salesforce
11002208,Inactive Investor,Robert Lilly,,"Farmers Financial Solutions, LLC Olathe KS 17000 W 119th St",robert.lilly@farmers.com,,Salesforce
11068109,Inactive Investor,Terry Stone,Financial Advisor,"Ameriprise Financial Services, LLC Fresno CA 555 W Shaw Ave",terry.l.stone@ampf.com,,Salesforce
10812735,Inactive Investor,James Farally,Regional Vice President,"Equitable Advisors, LLC Columbia MD 6200 Old Dobbin Ln",james.farally@equitable.com,,Salesforce
250,,,,,13144905271@wo.cn,,
9556604,,Alireza Abaskohi,,,sbaskohialireza@gmail.com,,List import
10785644,Inactive Investor,Jason Rice,Financial Advisor,"Wells Fargo Clearing Services, LLC San Antonio TX 9311 San Pedro Ave",jason.rice@wellsfargoadvisors.com,,Salesforce
10890196,Inactive Investor,William Alexander,Financial Advisor,Edward Jones Raleigh NC 4816 Six Forks Rd,william.alexander@edwardjones.com,,Salesforce
10930933,Inactive Investor,Donald Burkett,Executive Vice President;Member,"Burkett Financial Services, LLC West Columbia SC 3101 Sunset Blvd",donnyb@burkettcpas.com,,Salesforce
99,,,,,anna.malofsky@onet.pl,,
11109950,Inactive Investor,Andres Castellon,,J.P. Morgan Securities LLC Camarillo CA 2300 E Ponderosa Dr,andres.castellon@jpmorgan.com,,Salesforce
9563210,,Craig Ulep,,,culep@massmutual.com,,List import
11138615,Inactive Investor,Christopher Finley,,J.P. Morgan Securities LLC Beaumont TX 350 Dowlen Rd,christopher.s.finley@jpmorgan.com,,Salesforce
9609250,,Tanapoom Damraks,,,tanapoom@gmail.com,,List import
9613164,,Louis Ng,,,louis.ng@milliman.com,,List import
9621943,,Andrew Rees,,,andrewrees1@gmail.com,,List import
9583987,,Chase Jenson,,,chase.jenson@tfaconnect.com,,List import
10873515,Inactive Investor,Monty Wallis,,"Wells Fargo Clearing Services, LLC Fort Worth TX 6632 Lake Worth Blvd",monty.wallis@wellsfargoadvisors.com,,Salesforce
246253,,Not Provided,,Lewis.Inc,lewissandford@outlook.com,,Manual List Upload
11062284,Inactive Investor,Marcus Baca,,NYLIFE Securities LLC San Antonio TX 8000 IH 10 W,mabaca@ft.newyorklife.com,,Salesforce
11193555,Inactive Investor,Gabe Garcia,Senior Associate,"Wells Fargo Clearing Services, LLC San Diego CA 4655 Executive Dr",gabe.garcia@wellsfargo.com,,Salesforce
10615959,,Kelly Weible,,,k.l.weible@ml.com,,List Import
11207499,Inactive Investor,Terry Whigham,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia SC 1301 Gervais St",terry_whigham@ml.com,,Salesforce
9600139,,Stephan Peasley,,,speasley@kppfinancial.com,,List import
11203189,Inactive Investor,Freeman Jelks,President,"FNJ 3, LLC",,,Salesforce
11016419,Inactive Investor,Araya Mesfin,Financial Advisor;Managing Director,Morgan Stanley Atlanta GA 5565 Glenridge Connector,araya.mesfin@morganstanley.com,,Salesforce
9596245,,Shari Gordon,,,sharigordon@yahoo.com,,List import
11206658,Inactive Investor,Allison Bakke,Financial Professional,LPL Financial LLC Sioux Falls SD 5032 S Bur Oak Pl,allison.bakke@lpl.com,,Salesforce
10838611,Inactive Investor,Jay Rubman,,"Avantax Investment Services, Inc. Enfield CT 268 Hazard Ave",,,Salesforce
56119,,Walker Abney,"President, managing Director","Tilia Fiduciary Partners, Inc.",walker@tiliapartners.com,910-679-4093,Manual List Upload
11020049,Inactive Investor,Paige Weiss,,"Sanford C. Bernstein & Co., LLC",paige.weiss@bernstein.com,,Salesforce
10994534,Inactive Investor,Christopher Bova,,"Osaic Wealth, Inc. Danbury CT Private Residence",,,Salesforce
9594056,,Douglas Ulrich,,,dulrich@financialengines.com,,List import
11149665,Inactive Investor,Todd Bauer,Financial Advisor,Edward Jones Anchorage AK 3380 C St,todd.bauer@edwardjones.com,,Salesforce
10645847,,Thomas Meyers,,,tmeyers@ziegler.com,,List Import
9576075,,cao thanh vinh -,,,vinhcao5791@gmail.com,,List import
9608049,,Ali Baha,,,ali.baha92@gmail.com,,List import
11044704,Inactive Investor,Eric Nelson,,"Osaic Wealth, Inc. Willowbrook IL 401 S Frontage Rd",,,Salesforce
11116588,Inactive Investor,Joseph Matina,,Goldman Sachs & Co.,,,Salesforce
9544780,,Jeffrey Fishman,,,jeff@jsffinancial.com,,List import
9551172,,Richard Desch,,,rdesch@ayco.com,,List import
10835520,Inactive Investor,Andrew Kadala,,Cetera Advisors LLC Annapolis MD 416 Cranes Roost Ct,andrew.kadala@ceteraadvisors.com,,Salesforce
11166816,Inactive Investor,Projwal Tamrakar,,PFS Investments Inc. Concord CA 1800 Sutter St,ptamrakar@primerica.com,,Salesforce
10960427,Inactive Investor,Julia Bergh,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
11196981,Inactive Investor,Christopher Elias,,Lincoln Investment Darien CT Private Residence,celias@lincolninvestment.com,,Salesforce
10779681,Inactive Investor,Lewis Mallory,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",lewis.mallory@raymondjames.com,,Salesforce
343062,,Josh Ufberg,Partner,Atalaya Capital Management Lp,ufberg@atalayacap.com,212-201-1910,Manual List Upload
10856826,Inactive Investor,Erin Zawisza,Financial Advisor,"Wells Fargo Clearing Services, LLC Red Bank NJ 331 Newman Springs Rd",erin.zawisza@wellsfargoadvisors.com,,Salesforce
10882875,Inactive Investor,Geoffrey Cleveland,,LPL Financial LLC Mt. Laurel NJ 1000 Atrium Way,geoff.cleveland@lpl.com,,Salesforce
9644137,,Binte Groen,,,bgroen@groenmail.nl,,List import
9640468,,Bobby Brannon,,,bbrannon@ochsner.org,,List import
10875809,Inactive Investor,Roger Sloan,,"Avantax Investment Services, Inc. Dillon SC 108 N Macarthur Ave",sloanr@myavantax.com,,Salesforce
10890890,Inactive Investor,Victoria Wildhaber,Financial Advisor,Edward Jones Aurora CO 5001 S Parker Rd,victoria.wildhaber@edwardjones.com,,Salesforce
11094745,Inactive Investor,Ryan Bram,,"Horizon Capital Management, Inc. Henrico VA Private Residence",,,Salesforce
10943537,Inactive Investor,Leslie Ramey,Business Strategy Leader,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11180040,Inactive Investor,Lee Richlin,,Fidelity Brokerage Services LLC Palo Alto CA 251 University Ave,,,Salesforce
9575536,,Olin Swisher,,,swisher.wayne@gmail.com,,List import
11158306,Inactive Investor,Nicholas Constable,Financial Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10918288,Inactive Investor,Valerie Harrison,,J.P. Morgan Securities LLC Bonita CA 4500 Bonita Rd,valerie.harrison@jpmorgan.com,,Salesforce
11163503,Inactive Investor,Sarah Salas,,LPL Financial LLC San Diego CA 4707 Executive Dr,sarah.salas@lpl.com,,Salesforce
9573946,,Jack Keleshian,,,jack.keleshian@citizensbank.com,,List import
10812341,Inactive Investor,James Pratt-Heaney,Chief Compliance Officer;Chief Executive Officer;Chief Investment Officer;Founding Partner;Manager,Coastal Bridge Advisors,jpratt-heaney@llbhpwm.com,,Salesforce
10604262,,Sean Gurson,n/a,n/a,sdgurson@gmail.com,925-705-5654,List Import
10880294,Inactive Investor,Joseph Parisi,Financial Professional,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",jparisi@financialguide.com,,Salesforce
10849931,Inactive Investor,Joseph Springer,,"Avantax Investment Services, Inc. Elysburg PA 4A E Mill St",,,Salesforce
10965345,Inactive Investor,Scott Nelson,,LPL Financial LLC Gillette WY 601 Four-J Ct,,,Salesforce
10789450,Inactive Investor,Peter Raphael,,D.A. Davidson & Co. Chicago IL 227 W Monroe St,,,Salesforce
11126149,Inactive Investor,Iain Randall,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10959699,Inactive Investor,Katharina Snyder,,Fidelity Brokerage Services LLC Knoxville TN 11513 Parkside Dr,,,Salesforce
11175903,Inactive Investor,Carl Keil,Director,"Raymond James & Associates, Inc.",carl.keil@raymondjames.com,,Salesforce
10808257,Inactive Investor,Mark Dzikowski,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10972793,Inactive Investor,Polly Hamm,,"Brown Wealth Management, LLC",polly@brownwealth.com,,Salesforce
11181355,Inactive Investor,Gavin Licht,Financial Advisor,LPL Financial LLC Meridian ID 413 SW 5th Ave,gavin.licht@lpl.com,,Salesforce
10486706,,Joseph Mahoney,Financial Advisor,"Northwestern Mutual Investment Services, LLC",joemahoneyclu@gmail.com,,List Import
74073,,Casey Boland,Owner,Hcm Wealth Advisors,casey@hengeholdcapital.com,513-598-5120,
11203079,Inactive Investor,Douglas Ciocca,Chief Executive Officer;Partner;Portfolio Manager;Regulatory Contact,Kavar Capital Partners,doug@kavarcapital.com,,Salesforce
152931,,kay xian Tee,,[Unknown],kayxian25@gmail.com,,Paid Social
204648,,Richard Habeeb,,[Unknown],arick7075@gmail.com,,
11064356,Inactive Investor,Jose Chavez,,"Cambridge Investment Research, Inc. Cincinnati OH 7426 Jager Ct",,,Salesforce
11094657,Inactive Investor,Matthew Cooper,Partner;President,"Beacon Pointe Advisors, LLC Plano TX 5810 Tennyson Pkwy",mcooper@bpwealthadvisors.com,,Salesforce
10901431,Inactive Investor,John Ricker,Financial Consultant,LPL Financial LLC Middletown NJ 1365 State Rte 35,john.j.ricker@lpl.com,,Salesforce
10839922,Inactive Investor,Robert Bradford,Partner;Wealth Advisor,Intrua Financial,rob@intrua.com,,Salesforce
10870948,Inactive Investor,Curtis Pepin,Director;Director - Marketing;Wealth Manager,Badgley Phelps Wealth Managers,curtisp@badgley.com,,Salesforce
10953879,Inactive Investor,Jason Wilkes,Supervisory Officer,PNC Investments Birmingham AL 1819 5th Ave N,jason.wilkes@pnc.com,,Salesforce
10765693,Inactive Investor,Christine Weston,Managing Director,"Ingalls & Snyder, LLC New York NY 1325 Avenue of the Americas",cweston@ingalls.net,,Salesforce
10365083,,Timothy Asher,,,ppdbank5758@gmail.com,,Web Form Fillout
11221865,,Shannon Corpuz,,,shannon@kingwealth.com,,List Import
11198174,Inactive Investor,Stephen Gegorek,Chief Compliance Officer,Falcon Financial,michael@tridentfinancialgroup.com,,Salesforce
1001371,Inactive Investor,Claude Perrier,,Harpswell Capital Advisors,crp@harpswelladvisors.com,,3rd Party Lead Gen
9626631,,Hein Soe,,,heinhtetsoe.sayargyi@gmail.com,,List import
10820056,Inactive Investor,Robert Jurta,Financial Advisor;Senior Vice President,UBS Financial Services Inc. Concord NH 11 S Main St,robert.jurta@ubs.com,,Salesforce
10985086,Inactive Investor,Alexander Short,,Fidelity Brokerage Services LLC Oak Brook IL 1415 W 22nd St,,,Salesforce
10832114,Inactive Investor,Charles Gelo,Vice President,"Trubee Wealth Advisors, Inc.",cgelo@trubeecollins.com,,Salesforce
9639212,,Eran Harari,,,eran.harari@alphalink.co.il,,List import
10858661,Inactive Investor,Michael Thomas,Wealth Advisor,Freestate Advisors LLC,michael.thomas@freestateadvisors.com,,Salesforce
10815348,Inactive Investor,William Style,Associate Vice President;Financial Advisor,Morgan Stanley Saint Paul MN 380 Saint Peter St,william.style@morganstanley.com,,Salesforce
9588946,,Michael Brooks,,,mob@foundersfinancial.com,,List import
11148057,Inactive Investor,Orantes Grant,,Fidelity Brokerage Services LLC,,,Salesforce
10796137,Inactive Investor,Stephanie Hartmire,Wealth Management Associate,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,stephanie.hartmire@morganstanley.com,,Salesforce
11112438,Inactive Investor,Sarah Foley,Client Associate,D.A. Davidson & Co. Missoula MT 283 W Front St,,,Salesforce
177572,,Elisabetta Codato,Pension Fund Administrative Manager,Solidariet Veneto,elisabetta.codato@solidarietaveneto.it, +39 041 940561,Database Upload
234702,, -,,[[Unknown]],sswendell@aol.com,,Organic Search
243596,,Jason Muchnick,VP | Structured Solutions,CAIS Group,jmuchnick@caisgroup.com,561 797 8100,Manual List Upload
11175668,Inactive Investor,Guilherme Barbosa,Associate,J.P. Morgan Securities LLC New York NY 390 Madison Ave,guilherme.barbosa@jpmorgan.com,,Salesforce
11124130,Inactive Investor,Garth Crawford,Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
9619574,,Leonard Diller,,,lennydiller@yahoo.com,,List import
231338,, -,,[Unknown],debbylv6333@outlook.com,,
9584110,,HUANG CHAO,,,chris.chriswong@gmail.com,,List import
10873892,Inactive Investor,Laderrek Lee,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,laderrek.lee@primerica.com,,Salesforce
9562851,,Kyle Jones,,,kjones@europac.net,,List import
9604613,,Rudolf Gabriel,,,rudolfgabriel@icloud.com,,List import
11183338,Inactive Investor,Andrew Long,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,andrew.long@fidelity.com,,Salesforce
10782333,Inactive Investor,Craig Scheidt,Senior International Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",craig_scheidt@ml.com,,Salesforce
11217552,,Kasra Hadavi,,,kasra.hadavi@jpmorgan.com,,Other
11254420,Inactive Investor,Danielle Dilella,,"MML Investors Services, LLC Orlando FL 301 E Pine St",,,Salesforce
11157039,Inactive Investor,Dharam Kalra,Investment Advisor Representative,"Royal Fund Management, LLC Lake Forest CA 22956 El Toro Rd",,,Salesforce
11019735,Inactive Investor,Logan Foster,,J.P. Morgan Securities LLC Bloomington IN 2600 S Walnut St,logan.foster@jpmorgan.com,,Salesforce
11103159,Inactive Investor,Patricia Ramirez Mcgurn,,PFS Investments Inc. San Antonio TX 14855 Blanco Rd,patricia.ramirezmcgurn@primerica.com,,Salesforce
348184,,Justin Fort,Shareholder,Fort Advisors Inc,justin@fortwm.com,512-433-6492,Manual List Upload
10788818,Inactive Investor,Mark Pearson,Associate Wealth Management Advisor;Private Wealth Advisor,"Northwestern Mutual Investment Services, LLC Grand Rapids MI 333 Bridge St NW",mark.pearson@nm.com,,Salesforce
9640786,,Ong Bob,,,unionselect20@gmail.com,,List import
11157432,Inactive Investor,Jacob Kline,,J.P. Morgan Securities LLC Fairport NY 609 Moseley Rd,jacob.kline@chase.com,,Salesforce
11218315,,Michael Kuipers,,,michael.kuipers@associatedbank.com,,List Import
11062223,Inactive Investor,James Durkin,,Goldman Sachs & Co.,,,Salesforce
10772175,Inactive Investor,Kimberly Osborne-Allen,,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",kimberly.osborne-allen@wellsfargoadvisors.com,,Salesforce
11183878,Inactive Investor,Cathleen Pike,,"Wells Fargo Clearing Services, LLC Tucson AZ 2195 E River Rd",cathleen.pike@wfadvisors.com,,Salesforce
10798378,Inactive Investor,Nicholas Philip,,Goldman Sachs & Co. San Francisco CA 555 California St,nicholas.philip@gs.com,,Salesforce
10793770,Inactive Investor,Sarah Jackson,Senior Financial Associate,"RBC Capital Markets, LLC Wayzata MN 641 Lake St E",sarah.s.jackson@rbc.com,,Salesforce
9562599,,Amy Sutton,,,amy.sutton@fidelity.com,,List import
11128595,Inactive Investor,Tyler Dribbon,Financial Advisor,Edward Jones Lambertville NJ 41 N Union St,tyler.dribbon@edwardjones.com,,Salesforce
10842458,Inactive Investor,Jeffrey Eagle,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Palm Beach Gardens FL 3801 PGA Blvd",jeffrey.eagle@ampf.com,,Salesforce
10916665,Inactive Investor,Randi Alberts-Markiz,Secretary;Treasurer,Markiz Wealth Management New York NY 1755 York Ave,,,Salesforce
11037819,Inactive Investor,Keith Hallett,,"Allstate Financial Services, LLC Camas WA 155 NE 192nd Ave",keithhallett@allstate.com,,Salesforce
10779873,Inactive Investor,Joseph Cwietniewicz,Retirement Planning Specialist,"Equitable Advisors, LLC New York NY 1290 Avenue of the Americas",joseph.cwietniewicz@equitable.com,,Salesforce
9616310,,O'Donnell Kathleen,,,kathleen.odonnell@pionline.com,,List import
10981468,Inactive Investor,Maria Neel,Financial Advisor,PFS Investments Inc. Tallmadge OH 835 Southeast Ave,mneel@primerica.com,,Salesforce
10902771,Inactive Investor,Andrew Gephart,Chief Financial Officer;Director - Tax;Partner,"Frazier Financial Advisors, LLC",agephart@frazierfinancial.com,,Salesforce
9540410,,Michael Jacobs,,Michael I. Jacobs,jacobsdermatology@gmail.com,,3rd Party Lead Gen
11186321,Inactive Investor,Jonathan Farina,Portfolio Analyst,"Stifel, Nicolaus & Company, Incorporated Morrisville PA 790 Township Line Rd",jonathan.farina@stifel.com,,Salesforce
10959601,Inactive Investor,Ethan Bowers,,LPL Financial LLC Chesterfield MO 17151 Chesterfield Airport Rd,ethan.bowers@lpl.com,,Salesforce
11017081,Inactive Investor,John Rotkvich,,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
10887087,Inactive Investor,Ronak Adani,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9701023,,Earl Moore,,,xuv.y2z@gmail.com,,Web Form Fillout
321764,,Mourad Dahoumane,BISO,Franklin Templeton,dahoumane.mourad@gmail.com,,Manual List Upload
171378,,Levent Tuna,,[Unknown],mltuna@hotmail.com,,
10841042,Inactive Investor,Gregory Dunn,,"Northwestern Mutual Investment Services, LLC East Syracuse NY 34 Aspen Park Blvd",gregory.dunn@nm.com,,Salesforce
10845678,Inactive Investor,Jeffrey Lynch,,The O.N. Equity Sales Company Brentwood TN 783 Old Hickory Blvd,,,Salesforce
11052463,Inactive Investor,Lawrence Jules,Head Trader;Vice President,"3EDGE Asset Management, LP",,,Salesforce
10829893,Inactive Investor,Margaret Madison,,PFS Investments Inc. Duluth GA 6340 Sugarloaf Pkwy,margaret.madison@primerica.com,,Salesforce
10933322,Inactive Investor,Anthony Inweh,,Fidelity Brokerage Services LLC Atlanta GA 3630 Peachtree Rd NE,,,Salesforce
10997850,Inactive Investor,Kirah Muzzo,,Vanguard Marketing Corporation,kirah_muzzo@vanguard.com,,Salesforce
11075873,Inactive Investor,Michael Grinnon,,NYLIFE Securities LLC Maitland FL 495 N Keller Rd,mrgrinnon@ft.newyorklife.com,,Salesforce
10955236,Inactive Investor,Cameron Wells,,J.P. Morgan Securities LLC Houston TX 600 Travis St,cameron.wells@jpmorgan.com,,Salesforce
10938490,Inactive Investor,Ann Gugle,Chief Compliance Officer;Chief Executive Officer;Managing Member;Principal,"Alpha Financial Advisors, LLC",ann.reilley@alphafa.com,,Salesforce
10907840,Inactive Investor,Lisa Rabatin,Wealth Advisor,LPL Financial LLC Maumelle AR 201 Carnahan Dr,lisa.rabatin@lpl.com,,Salesforce
10916056,Inactive Investor,Douglas Ott,Chief Compliance Officer;Chief Investment Officer;Founder;Managing Member,Andvari Associates LLC,,,Salesforce
351729,,Garrett Basalyga,Associate,"Muntz Financial, Llc",garrett@muntzfinancial.com,215-283-1933,Manual List Upload
216511,,Marius Louw,,[Unknown],marius.l@colas-middle-east.com,,Event
11164521,Inactive Investor,Jonathon O'Brien,,"Farmers Financial Solutions, LLC Scottsdale AZ 13402 N Scottsdale Rd",,,Salesforce
11115459,Inactive Investor,Alexandria Hernandez,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10784065,Inactive Investor,Michael Rovens,Managing Director,J.P. Morgan Securities LLC Los Angeles CA 2029 Century Park E,michael.rovens@jpmorgan.com,,Salesforce
11209587,Inactive Investor,James Leong,,Jefferies LLC,jleong@jefferies.com,,Salesforce
11076032,Inactive Investor,Christopher Kenneally,Investment Advisor Representative;Member,Fortis Group Advisors LLC,christopher.kenneally@fortisgroupadvisors.com,,Salesforce
10931939,Inactive Investor,Andrew Joyce,Financial Services Representative,"MML Investors Services, LLC Southborough MA 134 Turnpike Rd",,,Salesforce
11191780,Inactive Investor,Eric Botterbusch,,"Allstate Financial Services, LLC",ebotterbusch@allstate.com,,Salesforce
9615467,,Iput Cristian Renaldy,,,iputiput67@yahoo.co.id,,List import
10904818,Inactive Investor,Joseph D'Amore,Financial Professional,"MML Investors Services, LLC Wakefield MA 301 Edgewater Pl",,,Salesforce
11207637,Inactive Investor,Matthew Schellman,Financial Advisor,"Cornerstone Wealth Management, LLC Saint Louis MO 13354 Manchester Rd",,,Salesforce
9550456,,todd geller,,,jgeller10@hotmail.com,,List import
10910888,Inactive Investor,Nathan Imboden,,"Kestra Investment Services, LLC Lemoyne PA 1027 Mumma Rd",,,Salesforce
10892093,Inactive Investor,Rene Butcher,Financial Advisor,Edward Jones Amarillo TX 3620 S Western St,rene.butcher@edwardjones.com,,Salesforce
11080070,Inactive Investor,Jillian Cavanaugh,District Leader,PFS Investments Inc. Manchester NH 735 Chestnut St,jthelen@primerica.com,,Salesforce
10800492,Inactive Investor,Douglas Fitzgerald,Financial Advisor;Vice President - Wealth Management,Morgan Stanley Orland Park IL 15341 S 94th Ave,douglas.p.fitzgerald@morganstanley.com,,Salesforce
223235,,Reid Conrad,President,Commerciality,reid@commerciality.com,,
233887,, -,,[[Unknown]],gtharris77@gmail.com,,
10876583,Inactive Investor,Aaron Ward,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,aaron.ward@fidelity.com,,Salesforce
11014706,Inactive Investor,Muxuehan Mao,,J.P. Morgan Securities LLC Houston TX 1118 Fry Rd,muxuehan.mao@jpmorgan.com,,Salesforce
10963470,Inactive Investor,Sarah Traynor,,"Stifel, Nicolaus & Company, Incorporated Stamford CT 677 Washington Blvd",,,Salesforce
373303,,Reg Edward,,[Unknown],winless-gimme-0p@icloud.com,,source
11050486,Inactive Investor,James Palmer,,PFS Investments Inc. Dover DE 1012 College Rd,james.palmer@primerica.com,,Salesforce
10785556,Inactive Investor,Thomas Fitzsimmons,Executive Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President - Wealth Management,Morgan Stanley San Antonio TX 7600 Broadway,thomas.fitzsimmons@morganstanley.com,,Salesforce
11100227,Inactive Investor,Matthew Bowden,,Cetera Advisor Networks LLC Ann Arbor MI 5263 Plymouth Rd,,,Salesforce
11235320,Inactive Investor,Matthew Pitzulo,Director;Wealth Advisor,Greenline Wealth Management Vernon Hills IL Private Residence,mpitzulo@greenlinewm.com,,Salesforce
10996371,Inactive Investor,Sarah Sims,,"Osaic Institutions, Inc. Powell OH 110 Riverbend Ave",,,Salesforce
4381672,,Feronika Hemeida,,,feronikahemeida399@gmail.com,,Web Form Fillout
10659537,,Robert Woods,,,rwoods@primerica.com,,List Import
10951953,Inactive Investor,Tiffany Vehrs,,Edward Jones Moses Lake WA 321 S Beech St,,,Salesforce
11034003,Inactive Investor,Kevin Kinsey,,PFS Investments Inc. Edmond OK 609 S Kelly Ave,,,Salesforce
11179648,Inactive Investor,Maryjane McCarrick,Client Associate,"RBC Capital Markets, LLC Pittsburgh PA 1 PPG Pl",maryjane.mccarrick@rbc.com,,Salesforce
10800229,Inactive Investor,Howard Hirsch,Executive Director - Investments;Financial Advisor,Oppenheimer & Co. Inc. White Plains NY 360 Hamilton Ave,howard.hirsch@opco.com,,Salesforce
9542795,,William Wedde,,,bill.wedde@thrivent.com,,List import
10809894,Inactive Investor,Marc Cosgrove,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 114 W 47th St",marc_a_cosgrove@ml.com,,Salesforce
9543453,,Daniel Rodkewich,,,d.rodkewich@fi.com,,List import
11235629,Inactive Investor,Kerry Cox,Financial Advisor,"Redstone Wealth Management, LLC",kerry@redstonewm.com,,Salesforce
11002148,Inactive Investor,Kenji Harper,,NYLIFE Securities LLC New Windsor NY 460 Temple Hill Rd,kharper02@ft.newyorklife.com,,Salesforce
10875260,Inactive Investor,Kimberly Parisi,,PFS Investments Inc. Newark DE 201 Possum Park Rd,kimberly.norris@primerica.com,,Salesforce
9622364,,Benjamin Barbour,,,ben@fountainheadwa.com,,List import
10782775,Inactive Investor,Michael Curtin,Complex Risk Officer;Vice President,Morgan Stanley Woodland Hills CA 21650 Oxnard St,michael.curtin@morganstanley.com,,Salesforce
9553064,,Kate Foster,,,foster.kate@ntrs.com,,List import
11033494,Inactive Investor,Menardo-Carlo Gealogo,,PFS Investments Inc. Baton Rouge LA 3636 S Sherwood Forest Blvd,cgealogo@primerica.com,,Salesforce
3362887,,John Rufener,,,john5719@yahoo.com,,Web Form Fillout
11075433,Inactive Investor,Mark Vigil,,"Kestra Investment Services, LLC Carlsbad CA 1917 Palomar Oaks Way",,,Salesforce
10812457,Inactive Investor,Theodore Hawrylak,,NYLIFE Securities LLC Lutherville Timonium MD 1954 Greenspring Dr,thawrylak@ft.newyorklife.com,,Salesforce
9631938,,Allan Brown,,,abrown@burlingtoncapital.ca,,List import
10808978,Inactive Investor,Darin Freshour,Financial Advisor;Senior Financial Advisor,"Wells Fargo Clearing Services, LLC Houston TX 1000 Louisiana St",darin.freshour@wellsfargo.com,,Salesforce
10659196,,Nathan Middel,,,nathan.middel@fidelity.com,,List Import
11088390,Inactive Investor,Mohamed Muntaz,,J.P. Morgan Securities LLC Woodside NY 5926 Woodside Ave,mohamed.muntaz@chase.com,,Salesforce
11025300,Inactive Investor,Nadine Lord,Investment Advisor Representative,"Independent Advisor Alliance, LLC San Diego CA Private Residence",nadine@independentadvisoralliance.com,,Salesforce
9585728,,Jorge Galeano,,,jmg8290@hotmail.com,,List import
11070375,Inactive Investor,Gary Arnold,Chief Compliance Officer;President,"Investment Network, Inc.",garnold@invnetinc.com,,Salesforce
11221476,,Dennis Elliott,,,dennis_elliott@troweprice.com,,List Import
10962705,Inactive Investor,Jacob Zolman,Trainee,Edward Jones Humble TX 18455 W Lake Houston Pkwy,jacob.zolman@edwardjones.com,,Salesforce
11197881,Inactive Investor,Matthew Kalkbrenner,,"Northwestern Mutual Investment Services, LLC Palm Beach Gardens FL 3300 PGA Blvd",matthew.kalkbrenner@nm.com,,Salesforce
10975750,Inactive Investor,Julie Cutler,,"Osaic FA, Inc. Napa CA 1700 Soscol Ave",julie.cutler@lfg.com,,Salesforce
10998019,Inactive Investor,Matthew Ochoa,Relationship Officer,Citigroup Global Markets Inc. Chicago IL 227 W Monroe St,matthew.ochoa@citi.com,,Salesforce
10477757,,Sahil Feda,,,sahilfeda123@icloud.com,,Web Form Fillout
9593955,,Shawn Armstrong,,,shawn@beecherhouse.com,,List import
11153354,Inactive Investor,Blake Patterson,Advisor,"Sanford C. Bernstein & Co., LLC Nashville TN 501 Commerce St",blake.patterson@bernstein.com,,Salesforce
10865097,Inactive Investor,Benjamin Bohanko,,Vanguard Marketing Corporation,benjamin_bohanko@vanguard.com,,Salesforce
10802090,Inactive Investor,Karen Aylor,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,karen.aylor@fidelity.com,,Salesforce
11072748,Inactive Investor,Brian Delisi,,Citigroup Global Markets Inc.,,,Salesforce
9592688,,Joslyn Ewart,,,joslyn@entrustfinancial.com,,List import
10794224,Inactive Investor,David Kroner,Financial Advisor;Investment Officer;Vice President - Investments,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",david.a.kroner@wellsfargoadvisors.com,,Salesforce
9568122,,Jacqueline Geary,,,jgeary@massmutual.com,,List import
10753261,Inactive Investor,Matthew Filla,Financial Advisor,LPL Financial LLC Atlanta GA 6935 Hunters Knl NE,matt.filla@lpl.com,,Salesforce
11022153,Inactive Investor,Yuqi Wang,,Jefferies LLC San Francisco CA 101 California St,ywang@jefferies.com,,Salesforce
10931705,Inactive Investor,Nicholas Connell,,Thrivent Investment Management Inc. Freeport IL 17 W Exchange St,nicholas.connell@thrivent.com,,Salesforce
9549504,,Julian Lautersztain,,,jlautersztain@cerberuscapital.com,,List import
10788269,Inactive Investor,Peter Binaski,,"Raymond James Financial Services, Inc. Irvine CA 1 Park Plz",peter.binaski@raymondjames.com,,Salesforce
10818810,Inactive Investor,David Yu,Chief Compliance Officer;President,Verdant Capital Management,david.yu@verdantcapital.com,,Salesforce
11158423,Inactive Investor,Michael Spitaletta,,"Hennion & Walsh, Inc.",mspitaletta@hennionandwalsh.com,,Salesforce
9614819,,Christopher Connelly,,,connelly963@yahoo.com,,List import
11218466,,Zachary Langevin,,,zachary.langevin@jpmorgan.com,,List Import
10763277,Inactive Investor,Paul Stauffer,First Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 315 Lake St E",,,Salesforce
10615743,,Michael Reyna,,,reynam@stifel.com,,List Import
9627408,,Nick Elward,,,nick.elward@natixis.com,,List import
9639077,,Ewoud Karelse,,,ewoud.karelse@towry.com,,List import
10801798,Inactive Investor,Jesse Friedman,Financial Advisor;Senior Vice President,Morgan Stanley New York NY 55 E 52nd St,jesse.friedman@morganstanley.com,,Salesforce
10825090,Inactive Investor,Wendy Ahl,Shareholder,"AHL Investment Management, Inc.",,,Salesforce
11043019,Inactive Investor,David Morganti,,LPL Financial LLC Reading PA 2395 Lancaster Pike,david.morganti@lpl.com,,Salesforce
11017974,Inactive Investor,Ghada Osta,,J.P. Morgan Securities LLC Pittsburgh PA 8990 Duncan Ave,ghada.osta@jpmorgan.com,,Salesforce
11236796,Inactive Investor,Matthew Dawson,Investment Advisor,"Hatcher Capital Investments, Inc.",matthew@hatchercapitalinvestments.com,,Salesforce
10857878,Inactive Investor,Maria Laguna,,"Wells Fargo Clearing Services, LLC Fremont CA 46973 Warm Springs Blvd",maria.laguna@wellsfargoadvisors.com,,Salesforce
9594293,,Todd Johnson,,,tjohnson@profunds.com,,List import
10987581,Inactive Investor,Michael Anderson,Private Client Advisor,J.P. Morgan Securities LLC Plano TX 5900 Preston Rd,,,Salesforce
11023274,Inactive Investor,Edward O'Neal,Manager;Senior Vice President - Retirement Plans,"Benjamin F. Edwards & Company, Inc.",edward.oneal@benjaminfedwards.com,,Salesforce
10896172,Inactive Investor,Thomas Janicki,Wealth Management Advisor,Commonwealth Financial Network Clinton Township MI 42855 Garfield Rd,tjanicki@cfnmail.com,,Salesforce
10816219,Inactive Investor,David Lampert,Financial Advisor;Portfolio Manager,Morgan Stanley Stuart FL 729 SW Federal Hwy,david.lampert@morganstanley.com,,Salesforce
10877989,Inactive Investor,Ann-Marie Mason,Chief Legal Counsel,"Hornor, Townsend & Kent, LLC",amason@htk.com,,Salesforce
11179530,Inactive Investor,James Bryan,,State Farm VP Management Corp. Montclair NJ 248 Lorraine Ave,jim.bryan.nnpy@statefarm.com,,Salesforce
370544,,Ekin Ozguven,,Turkey,ekn.ozgvn@gmail.com,,Salesforce
11168181,Inactive Investor,Jocelyn Gibbes,Senior Client Associate,"Wells Fargo Clearing Services, LLC Charlotte NC 550 S Tryon St",jocelyn.gibbes@wellsfargoadvisors.com,,Salesforce
10809195,Inactive Investor,Lawrence Mieras,,"American Portfolios Financial Services, Inc. Belmar NJ 1713 Main St",lmieras@americanportfolios.com,,Salesforce
11132388,Inactive Investor,Tad Lyle,,The AmeriFlex Group Englewood CO 116 Inverness Dr E,,,Salesforce
10907833,Inactive Investor,Loukas Zagaris,Owner,Spotlight Asset Group,,,Salesforce
10945238,Inactive Investor,Daniel Callahan,,"Pruco Securities, LLC. Exton PA 717 Constitution Dr",,,Salesforce
9596268,,Shawn Caradine,,,secaradine@charter.net,,List import
10444664,,Trici Samantha,,,tricianakayima@icloud.com,,Web Form Fillout
10857984,Inactive Investor,Jon Nielson,,"Cambridge Investment Research, Inc. Salt Lake City UT 6695 S 1300 E",,,Salesforce
10994940,Inactive Investor,Fritz Innocent,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,fritz.j.innocent@jpmorgan.com,,Salesforce
2401240,,Atul Patel,,,patelab2000@yahoo.com,,
11123234,Inactive Investor,George Rabel,Financial Advisor,LPL Financial LLC Fort Worth TX 14050 Faa Blvd,george.rabel@lpl.com,,Salesforce
11233909,Inactive Investor,Scott Yarbrough,,"Osaic Wealth, Inc. San Marcos TX 104 Suttles Ave",,,Salesforce
9554438,,Brian Schaible,,,brian.schaible@fmr.com,,List import
10787906,Inactive Investor,Joseph Carrington,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",joe.carrington@bofa.com,,Salesforce
10784021,Inactive Investor,Thomas Mitchell,Corporate Retirement Director;Financial Advisor;Portfolio Management Director;Senior Vice President,Morgan Stanley Columbus OH 41 S High St,t.mitchell@morganstanley.com,,Salesforce
10858931,Inactive Investor,Daniel Pfeifer,,State Farm VP Management Corp. Pekin IL 1000 Court St,danielpfeifer@statefarm.com,,Salesforce
337710,,Daniel Rudnitsky,Senior Vice President,Smh Capital Advisors Llc,drudnitsky@smhca.com,817-569-7000,Manual List Upload
10930401,Inactive Investor,Barbara Noblit,,"Calton & Associates, Inc. North Richland Hills TX 8717 Terrell Dr",bnoblit@calton.com,,Salesforce
11143428,Inactive Investor,Charles Osasuyi,,"Transamerica Financial Advisors, Inc Sacramento CA 1851 Heritage Ln",charles.osasuyi@tfaconnect.com,,Salesforce
11058516,Inactive Investor,Lenay Courtwright,Paraplanner,"Ameriprise Financial Services, LLC Paramus NJ 80 E State RT 4",lenay.2.courtwright@ampf.com,,Salesforce
11042969,Inactive Investor,Kimberly Harrington,,"Farmers Financial Solutions, LLC Corpus Christi TX 5933 Patton St",kharrington@farmersagent.com,,Salesforce
10799073,Inactive Investor,John Cambio,,PFS Investments Inc. East Greenwich RI 1050 Main St,john.cambio@primerica.com,,Salesforce
223571,,Ryan Camacho,Financial Advisor,CIBC,ryan.camacho2@cibc.com,,
10777285,Inactive Investor,Larry Wright,Family Wealth Director;Private Wealth Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Dallas TX 5001 Spring Valley Rd,larry.wright@morganstanley.com,,Salesforce
11171391,Inactive Investor,Corey Ford,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,corey_ford@vanguard.com,,Salesforce
11044476,Inactive Investor,Eric Peterson,,J.P. Morgan Securities LLC San Diego CA 1280 4th Ave,eric.peterson@jpmorgan.com,,Salesforce
9617314,,Elijah John Yarra,,,elijahyarra@gmail.com,,List import
10773653,Inactive Investor,Monta Ware,,PFS Investments Inc. Grand Blanc MI 10751 S Saginaw St,monta.ware@primerica.com,,Salesforce
10998486,Inactive Investor,Jacqueline Pampinella,Financial Advisor,Edward Jones South Berwick ME 49B Portland St,jackie.pampinella@edwardjones.com,,Salesforce
10835030,Inactive Investor,Michael Lynch,,HighPoint Planning Partners Lake Zurich IL 365 Surryse Rd,,,Salesforce
225871,, -,,[[Unknown]],r.vanhorn64@gmail.com,,Initial Salesforce Import
10947710,Inactive Investor,Andrea Schmitt,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 1800 K St NW",andrea.g.schmitt@ml.com,,Salesforce
120501,,Deanne Noyes,,"VALIC Financial Advisors, Inc.",deanne.noyes@valic.com,813-961-1019,
2686140,,Gopal Barman,,,gopal6297631453@gmail.com,,
11031188,Inactive Investor,Michael Sordyl,,"Osaic Wealth, Inc. Toledo OH 2750 Centennial Rd",,,Salesforce
9585023,,Matthew Goldhaber,,,m.goldhaber@fi.com,,List import
11169048,Inactive Investor,Jason Valentin,,"Northwestern Mutual Investment Services, LLC New York NY 300 Madison Ave",jason.valentin@nm.com,,Salesforce
11067750,Inactive Investor,Larry Allen,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
10806245,Inactive Investor,Joseph Gilgus,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 3401 College Blvd",joseph_gilgus@ml.com,,Salesforce
11071602,Inactive Investor,Brian Stephenson,Chief Compliance Officer;Co-Founder;Founding Partner,Holos Integrated Wealth,bstephenson@holosiw.com,,Salesforce
10842691,Inactive Investor,Nathan Duff,,"Northwestern Mutual Investment Services, LLC Leawood KS 4200 W 115th St",nathan.duff@nm.com,,Salesforce
9628317,,gina tapper,,,krolek18@aol.com,,List import
10786771,Inactive Investor,Bradley Wedel,Senior Financial Advisor;Vice President,"BOK Financial Securities, Inc. Oklahoma City OK 11830 S Pennsylvania Ave",bwedel@bokf.com,,Salesforce
10832749,Inactive Investor,Jennifer Ray,Director - Business Development;Operations Manager,"Ameriprise Financial Services, LLC Saint Paul MN 3900 Northwoods Dr",jennifer.m.ray@ampf.com,,Salesforce
10957169,Inactive Investor,Dennis Mitchell,,LPL Financial LLC Harlingen TX 1118 E Harrison Ave,,,Salesforce
9554502,,David Narish,,,dnarish@centerstreetadvisors.com,,List import
10964641,Inactive Investor,John Powell,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",powell.john@principal.com,,Salesforce
11190366,Inactive Investor,Elliott Ruth,Brokerage Associate,Thrivent Investment Management Inc.,elliott.ruth@thrivent.com,,Salesforce
341168,,Ahmad Sati,Managing Director,Albright Capital Management Lp,aalsati@albrightcapital.com,202-370-3500,Manual List Upload
10930693,Inactive Investor,Ashley Rochester,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",ashley.rochester@bofa.com,,Salesforce
11031039,Inactive Investor,Gregory Bone,Partner - Investments,Corient Dallas TX 5950 Sherry Ln,,,Salesforce
10889909,Inactive Investor,Angela Hughes,,"FBL Marketing Services, LLC Lancaster KS 202 Ne 2nd St",angela.hughes@fbfs.com,,Salesforce
10835893,Inactive Investor,Gwen Jordan,Team Administrator,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,gwen.jordan@ubs.com,,Salesforce
10990007,Inactive Investor,Joseph Haggard,,"Ameriprise Financial Services, LLC",joseph.haggard@ampf.com,,Salesforce
10786032,Inactive Investor,Charles Kuntz,Branch Manager;Financial Advisor;Senior Vice President,Morgan Stanley Berwyn PA 899 Cassatt Rd,charles.kuntz@morganstanley.com,,Salesforce
10508608,,Onur Karamuk,,,onurkaramuk@gmail.com,,Web Form Fillout
9547231,,Kee Goostree,,,kgoostree@leavellinvestments.com,,List import
11231458,Inactive Investor,Katayoun Attaii,Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",,,Salesforce
10827641,Inactive Investor,Steven Seide,Investment Advisor Representative,Commonwealth Financial Network Exton PA 110 John Robert Thomas Dr,sseide@cfnmail.com,,Salesforce
10891264,Inactive Investor,Stephen Scott,Assistant Secretary;Chief Financial Officer;Treasurer,Dodge & Cox,stephen.scott@dodgeandcox.com,,Salesforce
11196930,Inactive Investor,Stephen Wadlinger,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",stephen.wadlinger@nm.com,,Salesforce
11231598,Inactive Investor,Elijah Chen,Associate,"MML Investors Services, LLC Seattle WA 600 University St",,,Salesforce
11072110,Inactive Investor,Michael Walker,Financial Advisor;Senior Portfolio Management Director;Senior Vice President - Wealth Management,Morgan Stanley Baltimore MD 1201 Wills St,michael.j1.walker@morganstanley.com,,Salesforce
10989939,Inactive Investor,Kristopher Field,Financial Advisor,Momentum Independent Network Inc.,kris.field@hilltopsecurities.com,,Salesforce
10823197,Inactive Investor,James Torian,,PFS Investments Inc. Mobile AL 1151 Hillcrest Rd,james.torian@primerica.com,,Salesforce
215025,,Ye Lu,,[Unknown],ye.lu271@gmail.com,,
11053564,Inactive Investor,Brian Koepp,Chief Investment Officer;Managing Member,"Sonnet, LLC",,,Salesforce
10922721,Inactive Investor,Robert Fitzgerald,,"MML Investors Services, LLC Woodstock GA Private Residence",rfitzgerald@financialguide.com,,Salesforce
9567398,,Murat Pilevneli,,,pilevneli.murat@gmail.com,,List import
11166465,Inactive Investor,Chase Duplantis,,"Northwestern Mutual Investment Services, LLC Lafayette LA 2008 S College Rd",chase.duplantis@nm.com,,Salesforce
9578770,,Robert Wang,,,boki888@gmail.com,,List import
9556487,,Phuong Anh Nguyen,,,phuongnguyen@josephvucompany.com,,List import
10965396,Inactive Investor,Zachary Seelbach,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento CA 8842 Calvine Rd",zachary.b.seelbach@ml.com,,Salesforce
10618232,,Andrew Buchta,,,andy.buchta@wellsfargoadvisors.com,,List Import
10794301,Inactive Investor,David Shine,Financial Advisor,"Wells Fargo Clearing Services, LLC Austin TX 111 Congress Ave",david.shine@wellsfargoadvisors.com,,Salesforce
235572,, -,,[[Unknown]],andregarciainc@gmail.com,,
10875669,Inactive Investor,Heather Wood,Registered Client Service Associate,"Ameriprise Financial Services, LLC San Jose CA 225 W Santa Clara St",heather.wood@ampf.com,,Salesforce
10899411,Inactive Investor,Alan Coker,,Morgan Stanley Gilbert AZ 400 E Rivulon Blvd,,,Salesforce
11170275,Inactive Investor,Troy Shreckengast,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lancaster PA 110 N Duke St",troy_shreckengast@ml.com,,Salesforce
11114050,Inactive Investor,Shelli Perez,Associate Representative,Thrivent Investment Management Inc. Omaha NE 11602 W Center Rd,,,Salesforce
11021557,Inactive Investor,Christofer Boyadjian,,J.P. Morgan Securities LLC Pasadena CA 1845 E Washington Blvd,christofer.boyadjian@jpmorgan.com,,Salesforce
332998,,Jeff Rozenberg,,First Republic Investment Management,jrozenberg@firstrepublic.com,,
11114126,Inactive Investor,Jacob Fain,Family Wealth Advisor;Financial Advisor;Vice President - Wealth Management,Morgan Stanley Bend OR 705 SW Bonnett Way,jacob.fain@morganstanley.com,,Salesforce
10778003,Inactive Investor,Carroll Clark,Financial Advisor,"Ameriprise Financial Services, LLC Miami FL 15715 S Dixie Hwy",carroll.t.clark@ampf.com,,Salesforce
342297,,Allyson Fox,Practice Manager,Tsa Management Inc,afox@hallidayfinancial.com,516-676-3332,Manual List Upload
10978532,Inactive Investor,Reckel Ferguson,,PFS Investments Inc. Hollywood FL 3349 N University Dr,reckeljessicaferguson@primerica.com,,Salesforce
10935982,Inactive Investor,Douglas Pagan,Private Client Advisor,J.P. Morgan Securities LLC Las Vegas NV 9911 W Charleston Blvd,douglas.pagan@jpmorgan.com,,Salesforce
11135038,Inactive Investor,Mark Lynn,Financial Planner,LPL Financial LLC Clarks Summit PA 400 Davis St,mark.lynn@lpl.com,,Salesforce
10947091,Inactive Investor,Meng Gu,,Citigroup Global Markets Inc.,,,Salesforce
10952732,Inactive Investor,Christopher Fuller,,Fidelity Brokerage Services LLC Irvine CA 2211 Michelson Dr,christopher.fuller@fmr.com,,Salesforce
10971234,Inactive Investor,Tyler Estrada,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
186280,,Dixon Downey,,"Wealth Enhancement Advisory Services, Llc",ddowney@wealthenhancement.com,(203) 920-4774,
10858578,Inactive Investor,Steven Keesal,,"RBC Capital Markets, LLC Palos Verdes Peninsula CA 608 Silver Spur Rd",steven.keesal@rbc.com,,Salesforce
10942681,Inactive Investor,John Craven,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10832576,Inactive Investor,Jonathan Heller,President,KEJ Financial Advisors,jheller@kejfinancial.com,,Salesforce
10971497,Inactive Investor,Shane Harjes,Director;Wealth Advisor,"Cresset Asset Management, LLC",sharjes@cressetcapital.com,,Salesforce
10845741,Inactive Investor,Michael Ching,Founder;President,Nardene Wealth Management Inc,michaelching@nardene.com,,Salesforce
11096226,Inactive Investor,Ryan Shea,Partner,"Equitable Advisors, LLC Toms River NJ 1433 Hooper Ave",ryan.shea@equitable.com,,Salesforce
350524,,Bill Serda,"Regional Director, Vice President For The Southern Region","Angel Oak Capital Advisors, Llc",bill.serda@angeloakfunds.com,404-953-4900,Manual List Upload
10827842,Inactive Investor,William Jones,,Fidelity Brokerage Services LLC Paramus NJ 396 Paramus Rd,william.jones@fidelity.com,,Salesforce
10913983,Inactive Investor,Joel Grams,,Cetera Advisors LLC Bay Village OH 27310 W Oviatt Rd,,,Salesforce
10756149,Inactive Investor,Timothy Gerler,Wealth Advisor,Thrivent Investment Management Inc. Saint Charles MO 1144 S Benton Ave,tim.gerler@thrivent.com,,Salesforce
9574518,,Scott Sonnier,,,fmsa.public@yahoo.com,,List import
9606447,,Vasco Rusello,,,vascorusello@yahoo.com,,List import
228970,, -,,[[Unknown]],kbrown@brownfinancialservices.net,,Organic Search
11087790,Inactive Investor,Robert Lehner,Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Canfield OH 6575 Seville Dr",,,Salesforce
11129890,Inactive Investor,Connor Braun,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,connor_braun@vanguard.com,,Salesforce
11060333,Inactive Investor,William Martin,Financial Advisor,Edward Jones Yukon OK 420 E Main St,bill.martin@edwardjones.com,,Salesforce
3454174,,Bridgette Maher,,,bridgette.maher80@gmail.com,,Web Form Fillout
10661483,,Charles Foster,,,mfoster@mmfcapital.com,,List Import
11073852,Inactive Investor,Cory Albrecht,,"Principal Securities, Inc. Raleigh NC 4141 Parklake Ave",albrecht.cory@principal.com,,Salesforce
145275,,Rifky Pangestu Hermawan,,[Unknown],rifky.p.hermawan@gmail.com,,source
11174478,Inactive Investor,Kenneth Blair,Financial Advisor,Edward Jones Denver CO 600 S Cherry St,ken.blair@edwardjones.com,,Salesforce
226200,,Frank -,,[[Unknown]],frank@kahunaworld.com,,Initial Salesforce Import
10990238,Inactive Investor,Donald Lee,,"Transamerica Financial Advisors, Inc West Covina CA 2707 E Valley Blvd",d.lee@tfaconnect.com,,Salesforce
249237,,adelina pepenella,,G/O Media,adpepenella@gmail.com,,Manual List Upload
11089798,Inactive Investor,Mathew Ramey,Financial Planner,"Christy Capital Management, Inc.",mathew@christycapital.com,,Salesforce
11024485,Inactive Investor,Christy Warrick,Financial Advisor,Edward Jones Rocky Mount NC 3709 Westridge Circle Dr,christy.warrick@edwardjones.com,,Salesforce
10988105,Inactive Investor,Susan Belizaire-Dumas,,PFS Investments Inc. Hialeah FL 6175 NW 153rd St,sbelizaire-dumas@primerica.com,,Salesforce
10991709,Inactive Investor,Marleny Tejada,,J.P. Morgan Securities LLC New Rochelle NY 270 North Ave,marleny.tejada@jpmorgan.com,,Salesforce
9605306,,Thomas Ferguson,,,ritson.ferguson@cbreclarion.com,,List import
10774703,Inactive Investor,Anna Lee,,"Raymond James & Associates, Inc. San Francisco CA 101 California St",,,Salesforce
10935422,Inactive Investor,Xiang Mei,Vice President,J.P. Morgan Securities LLC Sugar Land TX 2410 Hwy 6,xiang.mei@jpmorgan.com,,Salesforce
10897820,Inactive Investor,Javen Tauati,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11184938,Inactive Investor,Matthew Jones,,Key Investment Services LLC,matthew.jones@key.com,,Salesforce
10616326,,John Bantug,,,john.bantug@lpl.com,,List Import
10868664,Inactive Investor,George Enone,,"Osaic Wealth, Inc. Silver Spring MD 12501 Prosperity Dr",george.enone@osaicwealth.com,,Salesforce
11203634,Inactive Investor,Octavia Rose,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11036324,Inactive Investor,Mario Martinez,,NYLIFE Securities LLC Dallas TX 5005 Lyndon B Johnson Fwy,mmartinez13@ft.newyorklife.com,,Salesforce
10802955,Inactive Investor,Catherine Cory,Co-Founder;Managing Director;Managing Member,Gryphon Financial Partners,ccory@gryphonfp.com,,Salesforce
11231599,Inactive Investor,Zachary White,,"MML Investors Services, LLC Youngstown OH 945 Windham Ct",whitez@financialguide.com,,Salesforce
11111547,Inactive Investor,Frank Torelli,Wealth Advisor,LPL Financial LLC Ithaca NY 1030 Craft Rd,frank.torelli@lpl.com,,Salesforce
11057826,Inactive Investor,Christopher Murphy,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,christopher_murphy@vanguard.com,,Salesforce
10861310,Inactive Investor,John Schaefer,Private Client Advisor,J.P. Morgan Securities LLC Pittsburgh PA 420 S Craig St,,,Salesforce
10981895,Inactive Investor,Derek Hartman,Wealth Advisor,Global Financial Private Client,derek@mygfpc.com,,Salesforce
10839808,Inactive Investor,John Salvesen,,Jefferies LLC,jsalvesen@jefferies.com,,Salesforce
10912688,Inactive Investor,Brian Lee,Associate,Thrivent Investment Management Inc. Clarksville TN Private Residence,brian.lee@thrivent.com,,Salesforce
11167226,Inactive Investor,Jeffrey Bowers,Senior Registered Associate,Morgan Stanley San Antonio TX 7600 Broadway,jeff.bowers@morganstanley.com,,Salesforce
11020285,Inactive Investor,Emmanuel Robelo,,PFS Investments Inc. Lombard IL 55 W 22nd St,,,Salesforce
11131032,Inactive Investor,Gabriel Guilarte Ramos,Assistant Vice President;Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",gabriel.guilarte@ml.com,,Salesforce
11170576,Inactive Investor,Zachary Sampson,Wealth Planning Associate,UBS Financial Services Inc. Austin TX 98 San Jacinto Blvd,sz@ubs.com,,Salesforce
11182798,Inactive Investor,John Short,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Westlake Village CA 3011 Townsgate Rd,john.short@ubs.com,,Salesforce
10842046,Inactive Investor,Thomas Burke,Partner;Principal,"Wells Fargo Advisors Financial Network, LLC Indianapolis IN 9445 Delegates Row",,,Salesforce
10762522,Inactive Investor,Natasha Hope,Financial Advisor,"Wells Fargo Clearing Services, LLC Lake Oswego OR 5400 Meadows Rd",natasha.kantor@wellsfargoadvisors.com,,Salesforce
11106007,Inactive Investor,Amy Norder,Financial Advisor,Edward Jones Broomfield CO 3305 W 144th Ave,amy.norder@edwardjones.com,,Salesforce
10857188,Inactive Investor,Tymo Teang,,NYLIFE Securities LLC Houston TX 1200 Post Oak Blvd,tteang@ft.newyorklife.com,,Salesforce
11051627,Inactive Investor,Eric Fitzgerald,Financial Advisor,"Alpha Omega Wealth Management, LLC",eric@aowealth.com,,Salesforce
11115691,Inactive Investor,Matthew Pettinicchi,,Fidelity Brokerage Services LLC Ponte Vedra FL 1193 Salt Marsh Cir,,,Salesforce
10975037,Inactive Investor,Jesse Grams,Consultant,"Horace Mann Investors, Inc.",jesse.grams@horacemann.com,,Salesforce
10850387,Inactive Investor,Nicholas Campanile,Private Wealth Advisor,"Ameriprise Financial Services, LLC Bedminster NJ 1420 US Hwy 206",nicholas.campanile@ampf.com,,Salesforce
9591829,,Anil Jagtiani,,,ajj@nakatech.com,,List import
10617979,,Bruce Langille,,,bruce.langille@wellsfargoadvisors.com,,List Import
9597504,,Scott Solod,,,ssolod@equity-services.com,,List import
11086363,Inactive Investor,Daniel Schwaegel,Financial Advisor,Edward Jones Eau Claire WI 2408 Vine St,dan.schwaegel@edwardjones.com,,Salesforce
10837030,Inactive Investor,Jeffrey Marzolf,,"Raymond James Financial Services, Inc. Knoxville TN 412 N Cedar Bluff Rd",jeff.marzolf@raymondjames.com,,Salesforce
10647355,,Edward Eckhoff,,,eeckhoff@financialguide.com,,List Import
11058651,Inactive Investor,Matthew Schultz,Financial Advisor,LPL Financial LLC Watford City ND 100 N Main St,matt.schultz@lpl.com,,Salesforce
11154498,Inactive Investor,William Parrish,,"Cambridge Investment Research, Inc. Littleton CO 5564 S Prince St",,,Salesforce
11081336,Inactive Investor,John Moffitt,,"Cadaret, Grant & Co., Inc. Cranford NJ 15 Alden St",jmoffitt@cadaretgrant.com,,Salesforce
10863903,Inactive Investor,Harry Orr,Chief Compliance Officer;Investment Advisor;Managing Member;Owner,"Orr Financial, LLC",buck@orrfinancial.com,,Salesforce
10944077,Inactive Investor,Chris Bentley,Financial Advisor;Owner,Parker Prescott Capital Management,,,Salesforce
9630558,,marcus xiang,,,tomatoqihao@gmail.com,,List import
10877941,Inactive Investor,Aida Carr,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boise ID 225 N 9th St",aida.muratovic@ml.com,,Salesforce
11098899,Inactive Investor,Brian Brescia,Managing Partner;Partner;Regulatory Contact,Global Trust,bjb@gbltrust.com,,Salesforce
11052825,Inactive Investor,Adam Jones,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10825412,Inactive Investor,Sandra Maynard,Chief Compliance Officer;Managing Partner,Stage 2 Planning Partners LLC South Burlington VT 1233 Shelburne Rd,smaynard@stage2planning.com,,Salesforce
10849145,Inactive Investor,Arthur Hayes,,Country Capital Management Company Salem IL 1630 N Broadway Ave,arthur.hayes@countryfinancial.com,,Salesforce
10782895,Inactive Investor,Justin Walsh,Vice President,Santander Securities LLC,justin.walsh@santanderinvestments.com,,Salesforce
11144065,Inactive Investor,Halycon Washnieski,Financial Consultant,LPL Financial LLC Foley MN 341 4th Ave N,halycon.washnieski@lpl.com,,Salesforce
10935641,Inactive Investor,Kyle Trost,,"Wells Fargo Clearing Services, LLC",kyle.trost@wellsfargoadvisors.com,,Salesforce
11238990,Inactive Investor,Katie Sherkey,,Goodwood,ksherkey@goodwoodfunds.com,,Salesforce
11228351,Inactive Investor,Cory Moscoso,,Rhame & Gorrell Wealth Management,cory@rgwealth.com,832-789-1100,Salesforce
10947077,Inactive Investor,Angela Holbert,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,angela.holbert.pu84@statefarm.com,,Salesforce
11164546,Inactive Investor,Christel Kind Mellado,Investment Advisor;Vice President,"BCI Securities, Inc.",,,Salesforce
11063375,Inactive Investor,Anne Burger Entrekin,,Hilltop Securities Inc. San Antonio TX 70 NE Loop 410,,,Salesforce
11105270,Inactive Investor,Donald Castaldo,,"Allstate Financial Services, LLC Newburgh NY 53 Rte 17k",dcastaldo@allstate.com,,Salesforce
9598477,,Edgardo Melendez,,,emelendez@financialengines.com,,List import
9626194,,Uoy Phal,,,khmerphala09@gmail.com,,List import
10885514,Inactive Investor,Diana Carey,,PFS Investments Inc. Overland Park KS 8500 W 110th St,diana.carey@primerica.com,,Salesforce
202268,,Victor Cheung,,[Unknown],victorcheung823@gmail.com,,
10933480,Inactive Investor,Franklin Lentz,,"J.W. Cole Financial, Inc. Gainesville FL Private Residence",,,Salesforce
10826538,Inactive Investor,Kimberly Zeigler,,"Northwestern Mutual Investment Services, LLC Bedminster NJ 135 US Hwy 202 206",,,Salesforce
11019309,Inactive Investor,Mark Kluge,,"Osaic Wealth, Inc. Rochester NY 2024 W Henrietta Rd",,,Salesforce
10802765,Inactive Investor,M Joseph Robinson,,"Sanford C. Bernstein & Co., LLC West Palm Beach FL 777 S Flagler Dr",,,Salesforce
10988091,Inactive Investor,Rose Bizarro,,"VALIC Financial Advisors, Inc. Woodland Hills CA 21550 Oxnard St",,,Salesforce
351881,,Greg Grillo,Financial Advisor,"Mtm Financial Group, Llc",greg@askmtm.com,610-746-7007,Manual List Upload
11157548,Inactive Investor,Sandra Venable,,"Fifth Third Securities, Inc. Cleveland OH 600 Superior Ave E",sandra.venable@53.com,,Salesforce
10791628,Inactive Investor,Scott O'Connell,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego CA 11811 Bernardo Plaza Ct",scott_oconnell@ml.com,,Salesforce
11065608,Inactive Investor,Michael Larkin,Financial Advisor,Morgan Stanley Frederick MD 30 W Patrick St,michael.larkin@morganstanley.com,,Salesforce
11147506,Inactive Investor,Vikramjit Parmar,Financial Advisor;Portfolio Manager,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
10797752,Inactive Investor,Robin Ely,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",robin.ely@ml.com,,Salesforce
9568609,,Marcin Wyrzykowski,,,marcin3w@gmail.com,,List import
371805,,Greg Wolgamot,,United States,greg.wolgamot@nwpathology.com,,Salesforce
10799386,Inactive Investor,Marcella Harkness,,"Independent Financial Group, LLC San Diego CA 12680 High Bluff Dr",,,Salesforce
11118538,Inactive Investor,Timothy Clark,,"Avantax Investment Services, Inc. Palos Heights IL 11950 S Harlem Ave",clarkt@myavantax.com,,Salesforce
9597178,,Matthew Clements,,,matt@paralleladvisors.com,,List Import
10806244,Inactive Investor,David Smith,,Cetera Advisor Networks LLC Saint Louis MO 7777 Bonhomme Ave,,,Salesforce
9624022,,K K,,,k1oracle@aol.com,,List import
10938177,Inactive Investor,Trevor Graham,Financial Advisor,LPL Financial LLC Leawood KS 8900 State Line Rd,trevor.graham@lpl.com,,Salesforce
9609287,,Frank Mills,,,alwayslovingpku@gmail.com,,List import
10845117,Inactive Investor,Barbara Buschen,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 1301 W Long Lake Rd",barbara.a.buschen@ampf.com,,Salesforce
11112662,Inactive Investor,Richard Holmes,,PFS Investments Inc. Fort Worth TX 3521 NW Jim Wright Fwy,richard.holmes@primerica.com,,Salesforce
10762207,Inactive Investor,Mark Bodkins,Financial Advisor;Senior Vice President,Morgan Stanley Miami FL 20807 Biscayne Blvd,mark.n.bodkins@morganstanley.com,,Salesforce
11061016,Inactive Investor,Robert Sanders,Regulatory Contact;Vice President,Warwick Partners,bsanders@warwickpartners.net,,Salesforce
10996605,Inactive Investor,Rochelle Harrison,,J.P. Morgan Securities LLC Briarcliff Manor NY 1946 Pleasantville Rd,rochelle.harrison@jpmorgan.com,,Salesforce
11013782,Inactive Investor,Carlos Sidney,,NYLIFE Securities LLC Las Vegas NV 1700 S Pavilion Center Dr,csidney@ft.newyorklife.com,,Salesforce
10896778,Inactive Investor,Peter Lewis,,"LaSalle St Securities, L.L.C. McHenry IL 5435 Bull Valley Rd",plewis@lasallest.com,,Salesforce
10815312,Inactive Investor,Bryan Paparella,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 4725 Whitesburg Dr SE",bryan_paparella@ml.com,,Salesforce
9557585,,Thomas Davis,,,isabelle2007@yahoo.com,,List import
353282,,Patrick Scruggs,,The Scruggs Family Trust,pat.scruggs.sr@gmail.com,,ops
10824601,Inactive Investor,Craig Ostrem,,Van Clemens & Co. Incorporated,costrem@vanclemens.com,,Salesforce
9626683,,Humberto Rabadan,,,service@appliancemechanical.com,,List import
11139982,Inactive Investor,Elbert Jeffrey,Financial Advisor,LPL Financial LLC Houston TX 14310 Brentshire Ln,elbert.jeffreyjr@lpl.com,,Salesforce
11147281,Inactive Investor,Ramon Valerio,,"Allstate Financial Services, LLC Santa Ana CA 117 S Harbor Blvd",,,Salesforce
10966388,Inactive Investor,Mark Wilhite,,"Stifel, Nicolaus & Company, Incorporated",wilhitem@stifel.com,,Salesforce
10988219,Inactive Investor,Melissa Kerr,,"The Leaders Group, Inc.",melissa@leadersgroup.net,,Salesforce
10802965,Inactive Investor,Frederic Hawkins,Member;National Account Representative,"Pier Capital, LLC Port Richey FL 8117 Brighton Dr",,,Salesforce
10970985,Inactive Investor,Ryan Garrett,,"Allstate Financial Services, LLC Wake Forest NC 843 Wake Forest Business Park",,,Salesforce
10990775,Inactive Investor,Maha Saleh,,J.P. Morgan Securities LLC Sterling VA 21990 Colorado Dr,maha.saleh@jpmorgan.com,,Salesforce
11234523,Inactive Investor,Kevin Olswfski,Service Associate,Morgan Stanley Washington DC 1747 Pennsylvania Ave NW,kevin.olswfski@morganstanleypwm.com,,Salesforce
11141490,Inactive Investor,Ricky Bain,,"CFD Investments, Inc. Lenexa KS 8730 Bourgade St",rick.bain@cfdinvestments.com,,Salesforce
11186211,Inactive Investor,Randy Casey,,State Farm VP Management Corp. Kingwood TX 808 Russell Palmer Rd,,,Salesforce
10797519,Inactive Investor,Brian Moore,Regional Vice President,PFS Investments Inc. Orange CA 2230 W Chapman Ave,brian.moore@primerica.com,,Salesforce
9644133,,Henry Chan,,,henrychan@sbcglobal.net,,List import
10760368,Inactive Investor,Samantha Kennedy,Institutional Client Advisor;Managing Director;Private Client Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 800 Capitol St",samantha.kennedy@bofa.com,,Salesforce
10985766,Inactive Investor,Michael Dentino,,Key Investment Services LLC Rochester NY 1000 Hylan Dr,michael_a_dentino@keybank.com,,Salesforce
9624019,,Judd Boczko,,,juddboczko@hotmail.com,,List import
11027399,Inactive Investor,Patrick Bourbon,Chief Financial Officer;President,Bourbon Financial Management,patrick@bourbonfm.com,,Salesforce
122412,,Rudolph Sturgeon,,"Securities America Advisors, Inc.",rudolph.sturgeon@securitiesamerica.com,361-882-6132,
11127168,Inactive Investor,David Justman,Managing Director;Managing Director - Wealth Management,UBS Financial Services Inc. Los Angeles CA 1999 Avenue of the Stars,david.justman@ubs.com,,Salesforce
9613942,,Teachathad Thanabanwong,,,mazda_mvp@hotmail.com,,List import
10806371,Inactive Investor,Eugene Fistani,Senior Financial Advisor,"CUSO Financial Services, L.P. Colorado Springs CO 4545 Galley Rd",efistani@cusonet.com,,Salesforce
11052149,Inactive Investor,Marion Fulk,Senior Vice President,Stephens,mfulk@stephens.com,,Salesforce
10952267,Inactive Investor,Jake Borchard,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11045922,Inactive Investor,Shweta Verma,,J.P. Morgan Securities LLC Apex NC 1007 Beaver Creek Commons Dr,,,Salesforce
10831204,Inactive Investor,James Wolfe,,Cetera Advisors LLC Meridian ID 1020 N Hickory Ave,jim.wolfe@ceteraadvisors.com,,Salesforce
10872845,Inactive Investor,Daniel Melander,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Plano TX 4324 Mapleshade Ln",daniel.melander@tfaconnect.com,,Salesforce
10857943,Inactive Investor,Susan Powers,Financial Advisor;Managing Partner,Armstrong Advisory Group LLC,susanpowers@armstrongadvisory.com,,Salesforce
11154866,Inactive Investor,Eileen Sindelarivan,Director;Financial Advisor,UBS Financial Services Inc. Cleveland OH 30050 Chagrin Blvd,eileen.ivan@ubs.com,,Salesforce
9642337,,xiaoxiao zhang,,,xiaoxiaosnowman2@icloud.com,,List import
11034422,Inactive Investor,Jason Gunther,Financial Advisor,Edward Jones Lake Forest IL 225 E Deerpath,jason.gunther@edwardjones.com,,Salesforce
9597048,,Thomas Pierce,,,tmp@hmpayson.com,,List import
11238805,Inactive Investor,Amanda Oakley,,"INVST, LLC",amanda@invst.com,,Salesforce
10510183,,David Bonifas,WMA,NMWMC,david.bonifas@nm.com,,List Import
11232198,Inactive Investor,Caroline Stock,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11151315,Inactive Investor,Alvin Enahoro,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",alvin.enahoro@equitable.com,,Salesforce
10862846,Inactive Investor,Jeffrey Ferris,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 1100 American Blvd",jeffrey.ferris@ml.com,,Salesforce
9571701,,Alpha L,,,alpha.li@live.com,,List import
9590492,,Bonnie Larsen,,,blarsen@puruswm.com,,List import
10759599,Inactive Investor,Daniel Stizza,Senior Resident Director;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",daniel_stizza@ml.com,,Salesforce
11068695,Inactive Investor,Jesse Steele,Investment Advisor Representative;Partner;Shareholder,"Etesian Wealth Advisors, Inc. West Linn OR 1914 Willamette Falls Dr",jesse.steele@etesianwa.com,,Salesforce
10571711,,Ilir Sabovic,,Grayscale,ilir2@gmail.com,,Web Form Fillout
11179677,Inactive Investor,Joseph Mendes,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,joseph.mendes@chase.com,,Salesforce
10914145,Inactive Investor,Arron Thompson,Financial Advisor,Edward Jones Pittsburgh PA 1501 Ardmore Blvd,arron.thompson@edwardjones.com,,Salesforce
10783650,Inactive Investor,Lorraine Gerra,Financial Advisor,"Wells Fargo Clearing Services, LLC Allentown PA 4905 W Tilghman St",lorraine.gerra@wellsfargoadvisors.com,,Salesforce
11185514,Inactive Investor,Caleb Hanke,,State Farm VP Management Corp. Wichita KS 8200 E Thorn Dr,,,Salesforce
11065064,Inactive Investor,Jesse Castro,,"U.S. Bancorp Investments, Inc. San Ramon CA 3223 Crow Canyon Rd",jesse.castro@usbank.com,,Salesforce
10971931,Inactive Investor,Collin Duffy,Financial Consultant,"Charles Schwab & Co., Inc. Boise ID 902 W Main St",,,Salesforce
351301,,Chris Baratz,Insurance Agent,"Mfa Wealth Advisors, Llc",cbaratz@mfa-wealth.com,412-343-8700,Manual List Upload
10856739,Inactive Investor,Olivier Cornet,Financial Planner;Investment Advisor Representative;Managing Director,"JSF Financial, LLC",olivier@jsffinancial.com,,Salesforce
10871226,Inactive Investor,Katherine Healy,,"IFG Advisory, LLC",,,Salesforce
11206460,Inactive Investor,Elizabeth Eiroa,,NYLIFE Securities LLC Houston TX 2200 North Loop W,eassad@ft.newyorklife.com,,Salesforce
234569,, -,,[[Unknown]],bmiller8374@comcast.net,,Organic Search
10700838,,Ana Etika,,,anaetikasari25@gmail.com,,Web Form Fillout
9636640,,James Shaver,,,jshaver@electroncapital.com,,List import
10970519,Inactive Investor,Amanda Sciscioli,,J.P. Morgan Securities LLC Massapequa NY 1090 Hicksville Rd,amanda.santeramo@jpmorgan.com,,Salesforce
10829930,Inactive Investor,Scott McQueen,,"Northwestern Mutual Investment Services, LLC Fort Dodge IA 1728 Central Ave",scott.mcqueen@nm.com,,Salesforce
10752587,Inactive Investor,David Wegenke,Financial Associate,Thrivent Investment Management Inc. Houston TX 17450 El Camino Real,david.wegenke@thrivent.com,,Salesforce
10487423,,Eric Smith,Executive Vice President,"L & B Realty Advisors, LLP",esmith@lbrealty.com,,List Import
10762968,Inactive Investor,Ralph Occhino,,"Raymond James Financial Services, Inc. Fountain Valley CA 17220 Newhope St",ralph.occhino@raymondjames.com,,Salesforce
11029944,Inactive Investor,Phillip Biffle,Financial Advisor,Edward Jones Greenwood SC 108A Bypass 225,phillip.biffle@edwardjones.com,,Salesforce
11030763,Inactive Investor,Jamal Uddin,Financial Advisor,"Ameriprise Financial Services, LLC Pearland TX 9307 Broadway St",jamal.x.uddin@ampf.com,,Salesforce
228097,, -,,[[Unknown]],carlosjosejustino456@gmail.com,,
11220018,,Tammy Benedetti,,,tammy.benedetti@transamerica.com,,Other
11143017,Inactive Investor,Kevin Williams,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10868614,Inactive Investor,John Daniggelis,,"Allstate Financial Services, LLC East Northport NY 1969 Jericho Tpke",johndaniggelis@allstate.com,,Salesforce
10888385,Inactive Investor,Anthony Puricelli,Licensed Office Professional;Operations Manager,Thrivent Investment Management Inc. Cranford NJ 184 N Ave E,tony.puricelli@thrivent.com,,Salesforce
11018846,Inactive Investor,George Hunt,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",george.hunt@ampf.com,,Salesforce
10803233,Inactive Investor,Legrand Redfield,Chief Compliance Officer;Chief Executive Officer;Director;President;Trustee,"Asset Management Group, Inc.",legrand@amgplanning.com,,Salesforce
10880626,Inactive Investor,Ian Browning,Director - Investment Strategy;Managing Director;Partner;Portfolio Manager;Shareholder,"Peddock Capital Advisors, LLC",ibrowning@peddock.com,,Salesforce
9570855,,Kok Loon Chin,,,kokloon@hotmail.com,,List import
11014805,Inactive Investor,Nathaniel Bethea,,"Raymond James Financial Services, Inc. Virginia Beach VA 4429 Bonney Rd",nathaniel.bethea@raymondjames.com,,Salesforce
10925640,Inactive Investor,Brittany Otundo,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
10984981,Inactive Investor,Daravy Beng,,"Allstate Financial Services, LLC Morrow GA 5299 Jonesboro Rd",daravybeng@allstate.com,,Salesforce
1004987,Inactive Investor,Rick Kleeman,,Offit Capital,klee@offitcapital.com,,Organic Search
11136702,Inactive Investor,Sarah Pittman,Branch Manager;Complex Manager,Morgan Stanley Alexandria VA 333 John Carlyle St,sarah.pittman@morganstanley.com,,Salesforce
9545014,,Yi Huan Du,,,betadu55@gmail.com,,List import
11015138,Inactive Investor,Lindsay Morrison,,"Robinhood Securities, LLC",,,Salesforce
11145537,Inactive Investor,Felicia Blake,,State Farm VP Management Corp. Owings Mills MD 400 Redland Ct,feliciablake@statefarm.com,,Salesforce
9626680,,Atif Riaz,,,atifriaz194@gmail.com,,List import
11145177,Inactive Investor,Seth Jackson,,"VALIC Financial Advisors, Inc. Minneapolis MN 7650 Edinborough Way",,,Salesforce
11185441,Inactive Investor,Mary Cox,Senior Client Associate,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 77 Kercheval Ave",mary.cox@wfadvisors.com,,Salesforce
11175192,Inactive Investor,Ramsen Odicho,,J.P. Morgan Securities LLC Lake Bluff IL 965 Rockland Rd,ramsen.odicho@jpmorgan.com,,Salesforce
9618174,,Rajeev Narang,,,rnarang@hudsonbaycapital.com,,List import
11172574,Inactive Investor,Paul Bond,,"U.S. Bancorp Investments, Inc. Minneapolis MN 4100 W 50th St",,,Salesforce
11160399,Inactive Investor,Sean Newman,,"J. Alden Associates, Inc.",,,Salesforce
10864879,Inactive Investor,Susie Rutherford,,PFS Investments Inc. Memphis TN 5190 Park Ave,susie.rutherford@primerica.com,,Salesforce
10846688,Inactive Investor,Christian Rossi,,PFS Investments Inc. Ventura CA 1695 Mesa Verde Ave,christian.rossi@primerica.com,,Salesforce
10942881,Inactive Investor,Hunter Johnson,,William Blair New York NY 1166 Avenue of the Americas,hjohnson@williamblair.com,,Salesforce
214075,,Udo Finkbeiner,,[Unknown],udo@posbill.com,,Event
11210509,Inactive Investor,Kevin Espy,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,kevin.espy@fmr.com,,Salesforce
9592919,,Kevin Anders,,,kanders@lanterninvestments.com,,List import
368252,,Alfred G,Other,,alfredoogq@gmail.com,5.22295E+11,Webinar
10947789,Inactive Investor,Kurt Pfleger,,"Farmers Financial Solutions, LLC Boise ID 5105 W Overland Rd",kpfleger@farmersagent.com,,Salesforce
10808742,Inactive Investor,Mackenzie Somoza,Senior Client Service Associate,UBS Financial Services Inc. Dallas TX 100 Crescent Ct,,,Salesforce
11104830,Inactive Investor,Jennifer Farris,,"Equitable Advisors, LLC Trussville AL 8184 Gadsden Hwy",jennifer.farris@equitable.com,,Salesforce
10615538,,Nathan Barbakoff,Financial Advisor,,nathan.barbakoff@bleakley.com,,List Import
10934099,Inactive Investor,John Dorio,,Evercore Group L.L.C.,john.dorio@evercore.com,,Salesforce
10815200,Inactive Investor,Samuel Dekinder,Founder;Managing Director,Horse Cove Partners LLC,sdekinder@horsecovepartners.com,,Salesforce
10922795,Inactive Investor,Diana Huynh,,"Transamerica Financial Advisors, Inc Houston TX 550 Post Oak Blvd",diana.huynh@tfaconnect.com,,Salesforce
9601538,,ZES CHEN,,,501338422@qq.com,,List import
340256,,Ali Dossa,CEO,[Unknown],adossa@dossa.com,9.23233E+11,Database Upload
10881226,Inactive Investor,Amy Hustedde,Sales Assistant,"RBC Capital Markets, LLC Saint Louis MO 1 N Brentwood Blvd",amy.hustedde@rbc.com,,Salesforce
10657970,,Zachary Dalzell,,,zachary.dalzell@wfadvisors.com,,List Import
10773233,Inactive Investor,Karen Smith,Market Supervision Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",,,Salesforce
10967982,Inactive Investor,Douglas Miller,,State Farm VP Management Corp. Indianapolis IN 9449 Priority Way West Dr,doug.miller.tizk@statefarm.com,,Salesforce
9638174,,Cheryl Chan,,,cheryl.chan@lgt.com,,List import
10789952,Inactive Investor,Richard Bennett,Founding Partner;Member;Partner,Maslow Wealth Advisors,,,Salesforce
9549621,,John Scott,,,scott@praesidiumim.com,,List import
10911426,Inactive Investor,Christa Repas,,"Cambridge Investment Research, Inc. Beachwood OH 3401 Enterprise Pkwy",,,Salesforce
11107738,Inactive Investor,Chase Kerby,Senior Advisor,"Rather & Kittrell, Inc.",ckerby@rkcapital.com,,Salesforce
11005283,Inactive Investor,Brady Larson,,"Cambridge Investment Research, Inc. Lenexa KS 11900 W 87th Street Pkwy",,,Salesforce
11092032,Inactive Investor,Bernard Barrow,,"Osaic Wealth, Inc. Maumee OH 1340 Arrowhead Dr",,,Salesforce
11009341,Inactive Investor,Tyler Harris,,LPL Financial LLC San Diego CA 4707 Executive Dr,tyler.harris@lpl.com,,Salesforce
10981200,Inactive Investor,Ellias Mohammed,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,ellias.mohammed@fmr.com,,Salesforce
9617736,,Ryan Nixon,,,ryan@goshawkglobal.com,,List import
9564005,,Frank Giguere,,,fgiguere@sagepointadvisor.com,,List import
11254079,Inactive Investor,John Novak,,"Charles Schwab & Co., Inc.",,,Salesforce
10897579,Inactive Investor,Clifford Cook,Financial Advisor;Vice President,Morgan Stanley Santa Maria CA 2005 S Broadway,clifford.cook@morganstanley.com,,Salesforce
239776,,Abhay Chrungoo,CEO,Bugni Labs,orders@bugni.io,,Event
11158401,Inactive Investor,Chadwick Hartsfield,,State Farm VP Management Corp. Oneonta AL 309 2nd Ave E,,,Salesforce
11161526,Inactive Investor,Bryan Turner,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 101 Derby St",bryan.turner@ml.com,,Salesforce
10664883,,Deidre Woods,,,deecarwood@hotmail.com,,Web Form Fillout
11041102,Inactive Investor,Michael Ceccherelli,Investment Consultant,"Charles Schwab & Co., Inc. Mount Kisco NY 77 S Moger Ave",,,Salesforce
333675,,Joel Grebenick,Managing Director,"Stone Arch Capital, Llc",jgrebenick@stonearchcapital.com,612-317-2980,Manual List Upload
10824472,Inactive Investor,James Munro,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Buffalo NY 250 Delaware Ave,scott.munro@ubs.com,,Salesforce
10913174,Inactive Investor,Kirk Ottenbacher,Personal Banker,"Wells Fargo Clearing Services, LLC West Fargo ND 1401 13th Ave E",kirk.j.ottenbacher@wellsfargo.com,,Salesforce
9574362,,Joyce Ferris,,,joyceferris@bluehillpartners.com,,List import
10794153,Inactive Investor,Larry Cabrera,Associate Vice President - Wealth Management;Financial Advisor,Morgan Stanley Charlotte NC 6805 Carnegie Blvd,,,Salesforce
10658195,,Julie Ford,,,julie.ford@ubs.com,,List Import
11193109,Inactive Investor,Andrew Ciampa,,J.P. Morgan Securities LLC San Francisco CA 101 Montgomery St,andrew.ciampa@jpmorgan.com,,Salesforce
345875,,Armando Borda,Manager,Australis Partners (advisers) Llc,armando.borda@australispartners.com,646-885-0406,Manual List Upload
9588857,,Andreas Herlan,,,herlanbasuki0@gmail.com,,List import
11059748,Inactive Investor,Thomas Blake,,"Farmers Financial Solutions, LLC Lewisville TX 2570 Justin Rd",,,Salesforce
11163016,Inactive Investor,Nestor Vargas,Chief Compliance Officer;Financial Planner;Founder,Green Mountain Planning Lakewood CO 200 Union Blvd,,,Salesforce
9605725,,Temitayo Aworo,,,temitayoaworo@gmail.com,,List import
11002336,Inactive Investor,Nan Jiang,,J.P. Morgan Securities LLC Brooklyn NY 1722 Avenue U,nan.jiang@jpmorgan.com,,Salesforce
10793154,Inactive Investor,Michael Crimmins,First Vice President;First Vice President - Wealth Management;Portfolio Manager;Wealth Advisor,Morgan Stanley Tampa FL 100 N Tampa St,michael.crimmins@morganstanley.com,,Salesforce
10964010,Inactive Investor,Brian Scott,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hialeah FL 175 Hialeah Dr",brian.d.scott@ml.com,,Salesforce
11046494,Inactive Investor,Coraima Aguilar,,J.P. Morgan Securities LLC Irving TX 2904 N Belt Line Rd,coraima.aguilar@jpmorgan.com,,Salesforce
10756200,Inactive Investor,William Shipman,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 3455 Peachtree Rd NE",william.shipman@ml.com,,Salesforce
11092255,Inactive Investor,Becki Potrzeba,,State Farm VP Management Corp. Pierre SD 1315 E Wells Ave,,,Salesforce
10972697,Inactive Investor,Sean Speer,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10891955,Inactive Investor,Chad Takabuki,,"Raymond James Financial Services, Inc. Honolulu HI 2411 S King St",chad.takabuki@raymondjames.com,,Salesforce
10987017,Inactive Investor,Ricardo Menchaca,,"UMB Financial Services, Inc. San Antonio TX 18756 Stone Oak Pkwy",,,Salesforce
9564835,,Judith Reed,,,judith.reed@morganstanley.com,,List import
9612090,,Novy Cheema,,,novy.cheema@gmail.com,,List import
9541674,,Punit Sheth,,,psheth88@gmail.com,,List import
9630136,,Arash Azadi,,,info@arashazadi.com,,List import
10894269,Inactive Investor,David Smith,Associate Vice President;Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 101 W Big Beaver Rd",david.e.smith@ampf.com,,Salesforce
10847606,Inactive Investor,Yevgeny Neginsky,Chief Compliance Officer;Investment Analyst;Managing Member,Springdale Capital,yev@springdalecap.com,,Salesforce
10968321,Inactive Investor,Frank Longo,,Fidelity Brokerage Services LLC,frank.longo@fmr.com,,Salesforce
340679,,Greg Gordon,"Senior Managing Director, Investor Relations, Associate General Counsel","Cerberus Capital Management, L.p.",ggordon@cerberuscapital.com,212-891-2100,Manual List Upload
10956274,Inactive Investor,Kenneth Sorrentino,Wealth Advisor,LPL Financial LLC North Haven CT 250 State St,kenneth.sorrentino@lpl.com,,Salesforce
10983792,Inactive Investor,Doris Tran,,"Allstate Financial Services, LLC Milpitas CA 1752 Clear Lake Ave",doristran@allstate.com,,Salesforce
9566689,,AJ Ahmed,,,ajaschwab@yahoo.com,,List import
10833072,Inactive Investor,Jason Kiser,,D.A. Davidson & Co.,jkiser@dadco.com,,Salesforce
9571279,,Jeffrey Seewald,,,jeffrey.seewald@lpl.com,,List import
56798,,Andrew Miller,"Founder, Chief Executive Officer, Chief Compliance Officer, managing Member",Olio Financial Planning,andrew@oliofp.com,703-459-9299,Manual List Upload
9576000,,Jarrett Mehalik,,,jarrett.mehalik@53.com,,List import
11198536,Inactive Investor,Christopher Marquez,,NYLIFE Securities LLC Tampa FL 3000 Bayport Dr,cimarquez@ft.newyorklife.com,,Salesforce
11035692,Inactive Investor,James Deutsch,Chief Executive Officer;Managing Member,Gilder Gagnon Howe & Co. LLC,,,Salesforce
11210089,Inactive Investor,Carmen Negroni,,B. Riley Wealth Management Miami FL 777 Brickell Ave,cnegroni@brileywealth.com,,Salesforce
11232328,Inactive Investor,Joseph Hoffman,,"World Investments, Inc. Westborough MA 1400 Computer Dr",,,Salesforce
10871257,Inactive Investor,Shannon Foreman,Financial Advisor,LPL Financial LLC Minneapolis MN 2909 Wayzata Blvd,shannon.c.foreman@lpl.com,,Salesforce
10925570,Inactive Investor,Ryan McGee,,"First Palladium, LLC",,,Salesforce
10948908,Inactive Investor,Courtney Sullivan,,Fidelity Brokerage Services LLC Portland ME 3 Canal Plz,courtney.sullivan@fmr.com,,Salesforce
11154303,Inactive Investor,Yuenchuen Wu,,Morgan Stanley Columbus OH 4343 Easton Cmns,,,Salesforce
11208197,Inactive Investor,Laurel Luciani,Senior Client Service Associate,UBS Financial Services Inc. Lake Oswego OR 5300 Meadows Rd,laurel.luciani@ubs.com,,Salesforce
10853633,Inactive Investor,Stephen Marotto,Managing Director;Private Wealth Advisor,Morgan Stanley San Francisco CA 555 California St,stephen.marotto@morganstanleypwm.com,,Salesforce
11186398,Inactive Investor,Aaron Broz,,LPL Financial LLC Mc Cook NE 220 Norris Ave,aaron.broz@lpl.com,,Salesforce
10835124,Inactive Investor,Deborah McMaster,,"Wells Fargo Advisors Financial Network, LLC Tucson AZ 1795 E Skyline Dr",debbie.mcmaster@wellsfargoadvisors.com,,Salesforce
68408,,Dylan Aeikens,Financial Advisor,Focus Financial,daeikens@focusfinancial.com,952-997-8949,
10952062,Inactive Investor,Collin Brazie,,"Westminster Financial Securities, Inc.",cbrazie@westminsterfinancial.com,,Salesforce
9541120,,Alamim Ferreira,,,alamimferreira@gmail.com,,List import
347537,,Jeffrey Horing,Managing Director,Insight Venture Partners,jhoring@insightpartners.com,212-230-9200,Manual List Upload
11102747,Inactive Investor,Kreshnik Berisha,Private Client Advisor;Vice President - Investments,J.P. Morgan Securities LLC New York NY 230 Park Ave S,kreshnik.berisha@jpmorgan.com,,Salesforce
9574751,,Philip Scholler,,,pscholler@vanderbiltsecurities.com,,List import
523,,,,,haroldwilliams@inbox-informant.com,,
9609762,,albert lu,,,albert.lu2009@gmail.com,,List import
10898840,Inactive Investor,Matthew Luczaj,,MWA Financial Services Inc. Wausau WI 500 N 3rd St,matthew.r.luczaj@mwarep.org,,Salesforce
10962547,Inactive Investor,Ian Meagher,Client Service Associate,LPL Financial LLC Renton WA 900 SW 16th St,ian.meagher@lpl.com,,Salesforce
10890149,Inactive Investor,Stephen Simon,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated San Francisco CA 1 Montgomery St",,,Salesforce
11097545,Inactive Investor,Ryder Ditto,Investment Advisor,Fisher Investments Camas WA 5525 NW Fisher Creek Dr,,,Salesforce
10895938,Inactive Investor,Apoorv Negi,,Fidelity Brokerage Services LLC Redmond WA 7425 166th Ave NE,,,Salesforce
11062127,Inactive Investor,Daniel Weishaar,Financial Advisor,LPL Financial LLC Wichita KS 105 N Main St,daniel.weishaar@lpl.com,,Salesforce
11080505,Inactive Investor,Robert Schachner,Financial Advisor,Edward Jones Libertyville IL 115 W Church St,bob.schachner@edwardjones.com,,Salesforce
335782,,Quinto Ambrosetti,Member,Hbks Wealth Advisors,qambrosetti@hbkswealth.com,814-836-5776,Manual List Upload
228342,, -,,[[Unknown]],jigangj@msn.com,,Organic Search
10804599,Inactive Investor,Robert Boiarsky,Client Advisor,"Raymond James & Associates, Inc. New York NY 320 Park Ave",robert.boiarsky@alexbrown.com,,Salesforce
10815226,Inactive Investor,Brent Sampey,Financial Advisor,PNC Investments Charlotte NC 2000 Randolph Rd,brent.sampey@pnc.com,,Salesforce
10947008,Inactive Investor,Scott Ferrara,,Dominari Securities LLC Garden City NY 960 Franklin Ave,scott@dominarisecurities.com,,Salesforce
11100326,Inactive Investor,Matthew Fox,Financial Advisor,"Raymond James & Associates, Inc. Macon GA 121 Perimeter Pkwy",matthew.fox@raymondjames.com,,Salesforce
11011380,Inactive Investor,Roberto Ticzon,Financial Advisor,"Pruco Securities, LLC. Basking Ridge NJ 110 Allen Rd",roberto.ticzon@prudential.com,,Salesforce
9598136,,Christopher Harper,,,christopher.harper@plantemoran.com,,List import
11156428,Inactive Investor,Neil Folger,Chairman;Director;Trustee;Vice Chairman,Folger Nolan Fleming Douglas Incorporated,nfolger@fnfd.com,,Salesforce
11209038,Inactive Investor,Cameron Ladd,,"Fortune Financial Services, Inc. Dublin OH 5650 Blazer Pkwy",,,Salesforce
9578812,,Justin Sanderson,,,jsanderson@sandersonllc.com,,List import
10797193,Inactive Investor,David Abalos,Financial Advisor,Edward Jones Lambertville MI 3419 Sterns Rd,david.abalos@edwardjones.com,,Salesforce
9589350,,Andrew Schnall,,,aschnall@8acre.net,,List import
11156070,Inactive Investor,Zachary Curtis,Investment Associate,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,zachary.curtis@jpmorgan.com,,Salesforce
11197780,Inactive Investor,Christopher Bertorelli,Wealth Advisor,Octavia Wealth Advisors LLC San Diego CA 7676 Hazard Center Dr,cbertorelli@octaviawa.com,,Salesforce
11020106,Inactive Investor,Richard Koeth,,"Allstate Financial Services, LLC Mentor OH 5979 Andrews Rd",rkoeth@allstate.com,,Salesforce
10866179,Inactive Investor,Kishen Somaia,,Goldman Sachs & Co.,,,Salesforce
11181235,Inactive Investor,Reet Pandya,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
11079563,Inactive Investor,Luis Arango,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",luis.arango@truist.com,,Salesforce
11077473,Inactive Investor,Nikoloas Karavasilis,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10779217,Inactive Investor,Kenneth Miedema,,J.P. Morgan Securities LLC Fishers IN 9820 E 116th St,ken.miedema@jpmorgan.com,,Salesforce
11038873,Inactive Investor,Sonya Shafqat,,Jefferies LLC,sshafqat@jefferies.com,,Salesforce
10880420,Inactive Investor,Stephen Smith,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Newport Beach CA 16 Corporate Plaza Dr",stephen.smith@schwab.com,,Salesforce
10814990,Inactive Investor,Jeffrey Rahm,Executive Vice President;Senior Vice President,"Northland Securities, Inc.",jrahm@northlandsecurities.com,,Salesforce
11153687,Inactive Investor,Darlene McCrary,,"MML Investors Services, LLC Beverly Hills CA 8383 Wilshire Blvd",,,Salesforce
11202396,Inactive Investor,Jeremy Joseph,Financial Advisor,Savant Wealth Management Lincolnshire IL 475 Half Day Rd,jjoseph@savantwealth.com,,Salesforce
11150411,Inactive Investor,Gregory Zunkiewicz,Financial Advisor;Vice President,Morgan Stanley Dublin OH 545 Metro Pl S,greg.zunkiewicz@morganstanley.com,,Salesforce
10884649,Inactive Investor,Mehmet Durgun,,Citigroup Global Markets Inc.,mehmet.o.durgun@citi.com,,Salesforce
9546831,,Shelley Cole,,,s.cole@voyafa.com,,List import
9586401,,Tinika Brown,,,tinika.brown@eellp.com,,List import
11023924,Inactive Investor,Andrea Nicholas,Financial Advisor,"Wells Fargo Clearing Services, LLC",andrea.nicholas@wellsfargoadvisors.com,,Salesforce
10797517,Inactive Investor,Douglas Kottke,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Wayzata MN 681 Lake St E,douglas.kottke@ubs.com,,Salesforce
10760026,Inactive Investor,Charles Topp,Financial Advisor,"Wells Fargo Clearing Services, LLC Charleston WV 500 Lee St E",charles.topp@wellsfargoadvisors.com,,Salesforce
11155662,Inactive Investor,Carrie Fielder,Private Client Investment Associate,J.P. Morgan Securities LLC Fort Gratiot MI 4512 24th Ave,carrie.fielder@jpmorgan.com,,Salesforce
11157274,Inactive Investor,Brian Gartner,,"M Holdings Securities, Inc. San Francisco CA 235 Montgomery St",brian.gartner@mfin.com,,Salesforce
11012867,Inactive Investor,Jenny Navas,,"BCI Securities, Inc. Miami FL 2855 S Le Jeune Rd",jnavas@bcisecurities.com,,Salesforce
11125931,Inactive Investor,Justine Sakou,,Key Investment Services LLC Edmonds WA 9930 Edmonds Way,,,Salesforce
10847715,Inactive Investor,Karen Mahan,,Cetera Financial Specialists LLC Lombard IL 101 Orchard Ter,karen.mahan@ceterafs.com,,Salesforce
10932178,Inactive Investor,Kimy Smith,Financial Advisor,"MML Investors Services, LLC Antioch CA 5123 Lone Tree Way",kim.s.smith@financialguide.com,,Salesforce
10785918,Inactive Investor,David Sondergaard,Financial Advisor;Senior Vice President,Morgan Stanley Stamford CT 4 Landmark Sq,david.sondergaard@morganstanley.com,,Salesforce
10945257,Inactive Investor,Dean Watson,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
10797164,Inactive Investor,Lisa Porpora,Relationship Manager;Vice President,Key Investment Services LLC Beaverton OR 17455 SW Farmington Rd,lisa_m_porpora@keybank.com,,Salesforce
11191252,Inactive Investor,Jonathan Boyar,Chief Compliance Officer;Owner;President;Principal,"Boyar Asset Management, Inc.",,,Salesforce
10597924,,Belkadi Hamza,,,hamzahami47@gmail.com,,Web Form Fillout
10661849,,Brian Beasley,,,brian.beasley@athenaadvisorservices.com,,List Import
10897354,Inactive Investor,Arch Hoffman,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC San Francisco CA 345 California St",arch.hoffman@rbc.com,,Salesforce
10809887,Inactive Investor,David Rosenthal,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Westport CT 8 Wright St,,,Salesforce
216759,,John Trifone,,[Unknown],john.trifone@voya.com,,Event
10587719,,William Holleman,,,bookscouter@outlook.com,,Web Form Fillout
11034846,Inactive Investor,Richard Mazur,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",richard_l_mazur@ml.com,,Salesforce
10941179,Inactive Investor,Nicholas Tucker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
9561751,,Austin Krutzsch,,,akrutzsch@massmutual.com,,List import
9604819,,Florian Heinz Maximilian Baier,,,florianmaximilian91@gmail.com,,List import
10842908,Inactive Investor,Edwin Reynolds,,Lombard Securities Incorporated,ereynolds@golombard.com,,Salesforce
10958985,Inactive Investor,Christopher White,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10504990,,Michael Krecek,,,mkrecek@rwbaird.com,,Web Form Fillout
9596529,,Gregory Pinter,,,gmpinter@jpsfinancial.com,,List import
10862667,Inactive Investor,Benzion Wertzberger,,NYLIFE Securities LLC Brooklyn NY 1601 Kings Hwy,bwertzberger@ft.newyorklife.com,,Salesforce
10809931,Inactive Investor,Ivana Spacek,Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford CT 185 Asylum St",ivana_spacek@ml.com,,Salesforce
10959498,Inactive Investor,Lorene Bowness,,Fidelity Brokerage Services LLC,,,Salesforce
10899658,Inactive Investor,Lena Rizkallah,,"Cambridge Investment Research, Inc. Beacon NY Private Residence",,,Salesforce
11078645,Inactive Investor,Allan Dong,Financial Consultant,"Equitable Advisors, LLC San Francisco CA 275 Battery St",allan.dong@equitable.com,,Salesforce
11175098,Inactive Investor,Sean Rodricks,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,sean.rodricks@fidelity.com,,Salesforce
9618263,,Raja Bobbili,,,rbobbili@abramscapital.com,,List import
10877799,Inactive Investor,Joseph Depietro,,TD Private Client Wealth LLC Melville NY 324 S Service Rd,joseph.depietro@td.com,,Salesforce
11026594,Inactive Investor,Patrick Marshall,,"First Command Brokerage Services, Inc. Universal City TX 2101 Pat Booker Rd",,,Salesforce
10942357,Inactive Investor,Ashesh Chatterjee,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11211094,Inactive Investor,Raymond Tucker,Financial Advisor,"Wells Fargo Clearing Services, LLC Fort Worth TX 201 Main St",raymond.tucker@wellsfargoadvisors.com,,Salesforce
11165787,Inactive Investor,Patrick Dailey,Regional Branch Manager,"Transamerica Financial Advisors, Inc Rancho Santa Margarita CA Private Residence",patrick.dailey@transamerica.com,,Salesforce
10487610,,Markita McGill,Assistant Vice President,LPL Financial LLC,margiemeltonscott@gmail.com,,List Import
11228915,Inactive Investor,Laura Mejia,,J.P. Morgan Securities LLC Bronx NY 96 E 170th St,,,Salesforce
11187024,Inactive Investor,Alisha Wesser,,LPL Financial LLC Pasadena CA 201 S Lake Ave,alisha.wesser@lpl.com,,Salesforce
10844359,Inactive Investor,Brandon Smith,Chief Compliance Officer;Financial Advisor;Member;Trustee,Flywheel Private Wealth LLC,,,Salesforce
10893408,Inactive Investor,Yasmine Brooks,Financial Advisor,J.P. Morgan Securities LLC Atlanta GA 3424 Peachtree Rd NE,yasmine.brooks@jpmorgan.com,,Salesforce
10941819,Inactive Investor,Matthew Cassone,,Fidelity Brokerage Services LLC Shrewsbury MA 551 Boston Tpke,,,Salesforce
11067675,Inactive Investor,Michael Duch,,"CUSO Financial Services, L.P. Garfield NJ 75 River Dr",michael.duch@cusonet.com,,Salesforce
10846448,Inactive Investor,John Darrah,,J.P. Morgan Securities LLC Dublin OH 6271 Perimeter Dr,john.a.darrah@jpmorgan.com,,Salesforce
10891535,Inactive Investor,Kevin Dunklow,Financial Advisor,"Stifel, Nicolaus & Company, Incorporated Traverse City MI 202 E State St",kevin.dunklow@stifel.com,,Salesforce
332829,,Luke Crofts,,Lindbrook Capital,luke@lindbrookcapital.com,,
9640620,,Salvatore Ross,,,salvatoreross30@gmail.com,,List import
11132250,Inactive Investor,Christopher Weber,,"Independent Financial Group, LLC",,,Salesforce
9627740,,Conner Duffy,,,conner.duffy@mail.house.gov,,List import
11061496,Inactive Investor,Allen Sokolov,,Goldman Sachs & Co.,,,Salesforce
10805851,Inactive Investor,Randall Joseph,,Aurora Securities,,,Salesforce
9644347,,Frederick Bouchardy,,,fbouchardy@yahoo.com,,List import
11228918,Inactive Investor,Jimmy Perez,,J.P. Morgan Securities LLC Austin TX 13809 N Hwy 183,,,Salesforce
10952179,Inactive Investor,Justin Dime,Associate Wealth Advisor,Bordeaux Wealth Advisors Kirkland WA 5110 Carillon Pt,,,Salesforce
10888291,Inactive Investor,Peter Lee,,Thrivent Investment Management Inc. Bothell WA 15117 Main St,peter.lee@thrivent.com,,Salesforce
10975623,Inactive Investor,Chao Jun Liang,,J.P. Morgan Securities LLC San Mateo CA 78 E 4th Ave,chaojun.j.liang@chase.com,,Salesforce
11173519,Inactive Investor,Tyler Newman,Financial Advisor,LPL Financial LLC Longview TX 222 N Fredonia St,tyler.newman@lpl.com,,Salesforce
10920209,Inactive Investor,Steven Schmitt,Managing Member;Principal;Wealth Advisor,Willow Financial LLC,,,Salesforce
10790910,Inactive Investor,Steven Warner,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Anderson IN 800 Main St",,,Salesforce
11006417,Inactive Investor,Jason Miller,,LPL Financial LLC Castle Rock CO 1491 Red Cliff Way,jason.miller@lpl.com,,Salesforce
11173684,Inactive Investor,Penny Mc Allister,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Henderson NV 450 N Stephanie St",,,Salesforce
11210933,Inactive Investor,Jeffrey Hiemenz,,"Allstate Financial Services, LLC Arlington TX 1000 Ballpark Way",jeffreyhiemenz@allstate.com,,Salesforce
10809514,Inactive Investor,Paul Beggan,,NYLIFE Securities LLC Waltham MA 201 Jones Rd,pbeggan@ft.newyorklife.com,,Salesforce
9581666,,Steven Schwinger,,,sschwinger@snowphipps.com,,List import
10839058,Inactive Investor,Kamran Aghili,,"Osaic Wealth, Inc. Ontario CA 4141 Inland Empire Blvd",,,Salesforce
10873667,Inactive Investor,John McCoy,,State Farm VP Management Corp. Cuyahoga Falls OH 1756 Portage Trl,,,Salesforce
10844728,Inactive Investor,Kyle Cleary,,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
11168969,Inactive Investor,John Forrester,,Newbridge Securities Corporation,jforrester@newbridgesecurities.com,,Salesforce
11072682,Inactive Investor,Daniela Silver,Assistant Vice President,Morgan Stanley,,,Salesforce
226816,,Peter -,,[[Unknown]],peter.bussey@gmail.com,,Initial Salesforce Import
370746,,James Palermo,,[Unknown],jimpalermo@ameritech.net,,Salesforce
10923690,Inactive Investor,Brian Sullivan,Investment Advisor Representative,LPL Financial LLC Newbury MA 28 Green St,brian.m.sullivan@lpl.com,,Salesforce
11028537,Inactive Investor,Thomas Graham,Client Specialist,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,tgraham@rwbaird.com,,Salesforce
11140555,Inactive Investor,Bruce Rhodes,Managing Director;Senior Vice President - Investments,"Raymond James & Associates, Inc. Boca Raton FL 1 Town Center Rd",bruce.rhodes@raymondjames.com,,Salesforce
9549862,,Adam Lituchy,,,alituchy@encompasscap.com,,List import
11063774,Inactive Investor,Joshua Kezer,Relationship Manager;Vice President,Key Investment Services LLC,joshua_kezer@keybank.com,,Salesforce
11198800,Inactive Investor,Michael Czajka,Chief Compliance Officer;Chief Executive Officer;Managing Member,Malvern Capital Management,michael@malverncap.com,,Salesforce
10846576,Inactive Investor,Joshua Hanby,Advisor,"Calton & Associates, Inc. Tampa FL 14614 Village Glen Cir",jhanby@calton.com,,Salesforce
10988762,Inactive Investor,Rolando Parsley,Financial Advisor,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",rolando.parsley@equitable.com,,Salesforce
9609114,,Cindy Gallant,,,cindy_kay77@hotmail.com,,List import
9567317,,f f,,,timsubscribe22@gmail.com,,List import
10828965,Inactive Investor,Timothy Witkin,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
335813,,Craig Borkovec,,"Miracle Mile Advisors, Llc",cborkovec@miraclemileadvisors.com,312-537-1566,
11143074,Inactive Investor,Jeffrey Dickerson,,"Raymond James Financial Services, Inc. Glen Allen VA 4101 Cox Rd",jeffrey.dickerson@raymondjames.com,,Salesforce
10765687,Inactive Investor,Gregory Gardner,Senior Consultant;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 701 Brickell Ave",gregory_gardner@ml.com,,Salesforce
11012720,Inactive Investor,Amanda Penrose,Financial Advisor,"Equitable Advisors, LLC Raleigh NC 3100 Smoketree Ct",amanda.penrose@equitable.com,,Salesforce
11101530,Inactive Investor,Marc Kopelman,Financial Advisor;Wealth Management Specialist,"Raymond James & Associates, Inc. Fort Lauderdale FL 201 E Las Olas Blvd",marc.kopelman@raymondjames.com,,Salesforce
11197893,Inactive Investor,Evan Sayner,,"Northwestern Mutual Investment Services, LLC Bowling Green KY 827 State St",evan.j.sayner@nm.com,,Salesforce
10820592,Inactive Investor,Julian Marturano,,"Osaic Wealth, Inc. Irwin PA 4020 Rte 130",,,Salesforce
10817010,Inactive Investor,Robert Hope,Vice President,Key Investment Services LLC Albany NY 95 Wolf Rd,robert.hope@key.com,,Salesforce
11049231,Inactive Investor,Brent Peck,,"Cambridge Investment Research, Inc. Edmond OK 6821 N Broadway",brent.peck@cambridgesecure.com,,Salesforce
11011960,Inactive Investor,Hunter Jarolimek,,Edward Jones Fargo ND 4609 33rd Ave,hunter.jarolimek@edwardjones.com,,Salesforce
11220254,,David Spann,,,david.spann@lpl.com,,Other
11060804,Inactive Investor,Phillip Krause,,"Spire Securities, LLC Fort Lauderdale FL 401 E Las Olas Blvd",,,Salesforce
334615,,Marc Mazer,Investment Adviser Representative,"Bright Futures Wealth Management, Llc",marc@mazermayr.com,585-231-1595,Manual List Upload
11203095,Inactive Investor,Marc Crosby,Portfolio Manager;President;Regulatory Contact,Saratoga Research & Investment Management,marc@saratogarim.com,,Salesforce
9590531,,Feroz Karmally,,,fkarmally@gmail.com,,List import
10646967,,Eric Srodulski,,,eric.srodulski@edwardjones.com,,List Import
10879229,Inactive Investor,David Shepherd,Chief Executive Officer,Shepherd Wealth & Retirement LLC,david@shepherdwealth.com,,Salesforce
10702498,Active Investor,Osbon Capital,,1TAB Ventures LLC,investments@osboncapital.com,,Salesforce
11054736,Inactive Investor,Emily Starnes,,Cetera Advisor Networks LLC Houston TX 4550 Post Oak Place Dr,,,Salesforce
10851850,Inactive Investor,Maria Caban,,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,maria.caban@ubs.com,,Salesforce
9577777,,Dsvid Elwood,,,davidelwood321@gmail.com,,List import
10616030,,Denis Hedderman,,,denis.hedderman@ampf.com,,List Import
10841920,Inactive Investor,William Reiner,,LPL Financial LLC Doylestown PA 169 N Broad St,william.reiner@lpl.com,,Salesforce
9560797,,Paul Vinny,,,xajoyep174@mayhco.com,,List import
9594022,,Geoffrey Hauck,,,geoffrey.hauck@vancleefinc.com,,List import
206294,,Jonathan Phillips,,[Unknown],jon.m.phillips@gmail.com,,Other
11075020,Inactive Investor,Christopher Carbone,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 1415 Hooper Ave",,,Salesforce
344834,,Sachit Kumar,Managing Director,Mortgage Industry Advisory Company,sachit.kumar@miacanalytics.com,212-233-1250,Manual List Upload
10949077,Inactive Investor,Jeremy Leibowitz,Financial Advisor,"Prosperitas Financial, LLC West Hills CA Private Residence",jleibowitz@prosperitasfin.com,,Salesforce
9631214,,Jignesh Soni,,,soni.jigu@gmail.com,,List import
220959,,Tuileva Taliau,,[Unknown],leadership61@icloud.com,,Direct
9635143,,Christine Paroz,,,cparoz@jfswa.com,,List import
11072977,Inactive Investor,Alan Lamb,,Paulson Investment Company LLC Beverly Hills CA 9171 Wilshire Blvd,alamb@paulsoninvestment.com,,Salesforce
11102514,Inactive Investor,Gary Klobchar,Financial Professional,LPL Financial LLC Imperial PA Private Residence,gary.klobchar@lpl.com,,Salesforce
10867049,Inactive Investor,Bradley Dawson,,"Northwestern Mutual Investment Services, LLC Houston TX 1 Riverway",brad.dawson@nm.com,,Salesforce
9589564,,Neeraj kumar yadav,,,allaboutexam12345@gmail.com,,List import
10892471,Inactive Investor,Jose Torres,,"Avantax Investment Services, Inc. Odessa TX 5000 E University Blvd",,,Salesforce
9592505,,Troy Jones,,,troy@afradvice.com,,List import
11050863,Inactive Investor,Jamey Pesek,,"Principal Securities, Inc. Fargo ND 4334 18th Ave S",pesek.jamey@principal.com,,Salesforce
9555697,,Michael Texido,,,mtexido@firstrepublic.com,,List import
11080056,Inactive Investor,Jason Diaz,,Fidelity Brokerage Services LLC,,,Salesforce
10644196,,William Sherry,,,william.sherry@fidelity.com,,List Import
142515,,Anthony Arnold,,"Fifth Third Securities, Inc.",anthony.arnold@53.com,513-871-2299,
10813274,Inactive Investor,Keither Todhunter-Schaafsm,Senior Investment Advisor,"Ascendant Financial Solutions, Inc.",keith@ascendant-financial.com,,Salesforce
182262,,spencer Costanzo,,[Unknown],crypto@malibuapps.com,,
9554800,,Benjamin Capers,,,bcapers@gwnsecurities.com,,List import
11021800,Inactive Investor,Brian Hall,Financial Advisor,Edward Jones Peterborough NH 19 Wilton Rd,brian.hall@edwardjones.com,,Salesforce
11219894,,Milo Olson,,,molson@savantwealth.com,,Other
10903032,Inactive Investor,Clinton Blood,,"Northwestern Mutual Investment Services, LLC Portsmouth NH 30 International Dr",clint.blood@nm.com,,Salesforce
11093648,Inactive Investor,Donald McKinnon,Chief Compliance Officer,Dearborn Partners L.L.C.,dmckinnon@dearpart.com,,Salesforce
10939053,Inactive Investor,Timothy Smith,,State Farm VP Management Corp. Abilene TX 4400 Buffalo Gap Rd,tim.smith.d3tf@statefarm.com,,Salesforce
10939883,Inactive Investor,Henry Pittman,,NYLIFE Securities LLC Raleigh NC 4140 Parklake Ave,hepittman@ft.newyorklife.com,,Salesforce
11094898,Inactive Investor,Yulien Brenlla,,"Truist Investment Services, Inc. Miami FL 201 Alhambra Cir",yulien.brenlla@truist.com,,Salesforce
11038111,Inactive Investor,Cary Stamp,Financial Advisor,Commonwealth Financial Network Jupiter FL 110 Bridge Rd,cstamp@commonwealth.com,,Salesforce
11184521,Inactive Investor,Christopher Bartholow,,"Allstate Financial Services, LLC Arlington TX 214 S Mesquite St",christopherbartholow@allstate.com,,Salesforce
11046079,Inactive Investor,Cheryl Nester,Investment Advisor,"Histor Investing, LLC",cnester@historcompanies.com,,Salesforce
10863380,Inactive Investor,Lauren Parisen,Client Service Associate,Morgan Stanley Riverhead NY 611 E Main St,lauren.parisen@morganstanley.com,,Salesforce
9601804,,Charles Maxwell,,,cmaxwellerdoc@gmail.com,,List import
11198083,Inactive Investor,Jonathan Salazar,,"U.S. Bancorp Investments, Inc. Salt Lake City UT 475 E 200 S",jonathan.salazar@usbank.com,,Salesforce
9640388,,Frank Benham,,,fbenham@meketagroup.com,,List import
10887234,Inactive Investor,Cliff Duester,,"Hornor, Townsend & Kent, LLC Santa Monica CA 520 Broadway",cliff.duester@htk.com,,Salesforce
11009553,Inactive Investor,Tyler Nelson,,Country Capital Management Company Belvidere IL 130 S State St,tyler.nelson@countryfinancial.com,,Salesforce
11107426,Inactive Investor,Steven Anuszewski,,L.O. Thomas & Co. Inc.,steven.anuszewski@lothomas.com,,Salesforce
11041403,Inactive Investor,David Rodrigo,Vice President - Investments,"Raymond James & Associates, Inc. Cincinnati OH 400 E Business Way",,,Salesforce
9613464,,Daniel Gardener,,,danny.the.dairyman@gmail.com,,List import
9610080,,Christian McMahon,,,christian19peter@gmail.com,,List import
10615795,,Brian Muehrcke,,,brian.muehrcke@jpmorgan.com,,List Import
10821914,Inactive Investor,Gregory Pettys,Wealth Consultant,LPL Financial LLC Springfield IL 3400 Wabash Ave,gregory.pettys@lpl.com,,Salesforce
10618920,,Teresa Soppet,,,teresa.soppet@rbc.com,,List Import
10841440,Inactive Investor,Michael Forcade,Financial Advisor,Edward Jones North East MD 466 N Mauldin Ave,michael.forcade@edwardjones.com,,Salesforce
11047557,Inactive Investor,Jeffrey Schultz,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Atlanta GA 3630 Peachtree Rd NE,jschultz@janney.com,,Salesforce
348434,,William Dipietro,"Senior Vice President, Director","Atalanta Sosnoff Management, Llc",wed@atalantasosnoff.com,[21-2]8-675000,Manual List Upload
10770547,Inactive Investor,William Cummings,Financial Advisor;Senior Vice President,Morgan Stanley Birmingham AL 3500 Colonnade Pkwy,bill.cummings@morganstanley.com,,Salesforce
10985998,Inactive Investor,James Bouey,,LPL Financial LLC,james.bouey@lpl.com,,Salesforce
11106496,Inactive Investor,Alissa Carlton,,Morgan Stanley South Jordan UT 680 W 10000 S,alissa.carlton@morganstanley.com,,Salesforce
11211617,Inactive Investor,Ronald Pozen,Investment Executive,"Fifth Third Securities, Inc. Sterling IL 3014 E Lincolnway",scott.pozen@53.com,,Salesforce
10802577,Inactive Investor,Scott Ashley,Financial Advisor;Senior Portfolio Manager;Senior Vice President - Wealth Management,Morgan Stanley Paramus NJ 61 S Paramus Rd,scott.m.ashley@morganstanley.com,,Salesforce
10807488,Inactive Investor,Jennifer Hinnant,Portfolio Associate,Morgan Stanley Raleigh NC 3800 Glenwood Ave,jennifer.hinnant@morganstanley.com,,Salesforce
10658627,,Joseph Folisi,,,joseph.folisi@ceterafs.com,,List Import
10838286,Inactive Investor,Zachary Wagner,Financial Advisor,Edward Jones Charlotte NC 7818 Fairview Rd,zach.wagner@edwardjones.com,,Salesforce
334052,,Ashley Doyle,Member,"Lumina Wealth Management, Llc",adoyle@luminawm.com,910-599-9409,Manual List Upload
211571,,Roberto Rodriguez,Managing Director,PwC,roberto.j.rodriguez@pwc.com,,Content
10869494,Inactive Investor,Brandon Budd,Financial Consultant,Intellicents Investment Solutions Inc Overland Park KS 7101 College Blvd,brandon.budd@intellicents.com,,Salesforce
10770627,Inactive Investor,Paul Sarama,,"Steward Partners Investment Solutions, LLC Paramus NJ 115 W Century Rd",paul.sarama@stewardpartners.com,,Salesforce
11155478,Inactive Investor,Michael Moorman,Associate;Financial Advisor,"Private Client Services, LLC",mmoorman@kfg.com,,Salesforce
10921919,Inactive Investor,Michael Mccarthy,Chief Compliance Officer;Chief Executive Officer;Financial Planner;President;Wealth Advisor,Financial Consulate,,,Salesforce
10798316,Inactive Investor,John Doggett,Chief Administrative Officer;Head - Corporate Strategy,"Polen Capital Management, LLC",,,Salesforce
10870590,Inactive Investor,Kelli Scott,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,kelli_scott@vanguard.com,,Salesforce
195871,,Mohammad hosein Karimpour,,[Unknown],mamadhsk@gmail.com,,Direct
11229115,Inactive Investor,Marco Zermeno,,Goldman Sachs & Co. Dallas TX 2001 Ross Ave,,,Salesforce
189278,,Omar Esparza,Financial Professional,"Voya Financial Advisors, Inc.",omar.esparza@voya.com,972-643-6315,
10828620,Inactive Investor,Oliver Kelley,Wealth Management Associate,Morgan Stanley New York NY 399 Park Ave,,,Salesforce
11027933,Inactive Investor,Taylor Decker,,J.P. Morgan Securities LLC Tempe AZ 150 W University Dr,taylor.decker@jpmorgan.com,,Salesforce
10997390,Inactive Investor,Alan Blaskowski,,"OneAmerica Securities, Inc.",alan.blaskowski@oneamerica.com,,Salesforce
11219485,,Kelli Smith,,,ksmith@edelmanfinancialengines.com,,Other
10905664,Inactive Investor,Brooke Radi,Financial Advisor,Edward Jones Des Moines IA 2600 Grand Ave,brooke.radi@edwardjones.com,,Salesforce
10759746,Inactive Investor,Keith Sheppard,Managing Director - Wealth Management;Senior Portfolio Manager,UBS Financial Services Inc. Portland OR 805 SW Broadway,keith.sheppard@ubs.com,,Salesforce
10948210,Inactive Investor,Nathaniel Urso,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 620 S Tryon St",nathaniel.urso@ml.com,,Salesforce
11154999,Inactive Investor,Marcella Haines,Financial Advisor,LPL Financial LLC Baker City OR 1839 2nd St,marcy.haines@lpl.com,,Salesforce
11006976,Inactive Investor,Antoine Dunn,,PFS Investments Inc. Kansas City MO 800 E 101st Ter,adunn.gnsx1@primerica.com,,Salesforce
11004582,Inactive Investor,Morgan DeGooyer,Wealth Advisor,EP Wealth Advisors Salt Lake City UT 3115 S 3110 E,mdegooyer@epwealth.com,,Salesforce
10998250,Inactive Investor,Stephen Pauly,,J.P. Morgan Securities LLC Arlington VA 850 N Randolph St,,,Salesforce
10995772,Inactive Investor,Beatrice Maidman,Associate Director;Wealth Advisor,"Cresset Asset Management, LLC Boston MA Private Residence",bmaidman@cressetcapital.com,,Salesforce
11148207,Inactive Investor,Devin Mcknight,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,devin.mcknight@fidelity.com,,Salesforce
10892504,Inactive Investor,Amanda Gunn,Financial Advisor;Investment Portfolio Analyst,"Raymond James & Associates, Inc. Columbia SC 1230 Main St",amanda.simconis@raymondjames.com,,Salesforce
9547753,,Christopher Gutierrez,,,christopher.gutierrez@gmail.com,,List import
10815705,Inactive Investor,Ron Bednarz,Financial Advisor;Registered Principal,"Cadaret, Grant & Co., Inc. Scranton PA 533 E Drinker St",rbednarz@cadaretgrant.com,,Salesforce
9628313,,Jon-Eric Kronvall,,,eric@wealthadvocacy.com,,List import
11068933,Inactive Investor,Catherine Rivera,,"Wells Fargo Clearing Services, LLC Hialeah FL 1900 W 49th St",,,Salesforce
333486,,Ami Aranha,,"Aspiriant, Llc",aaranha@aspiriant.com,,
10793362,Inactive Investor,Matthew Kluetz,Financial Advisor;First Vice President,Morgan Stanley Minocqua WI 9796 State Hwy 70,matthew.kluetz@morganstanley.com,,Salesforce
11231726,Inactive Investor,John Bradshaw,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
10990242,Inactive Investor,James Bild,,State Farm VP Management Corp. Oregon WI 797 Market St,james.bild.vabbam@statefarm.com,,Salesforce
9643620,,Andrew Steeves,,,andrew.steeves@live.com,,List import
10972730,Inactive Investor,Jessica Kehoe,,Vanguard Marketing Corporation,jessica_kehoe@vanguard.com,,Salesforce
11159689,Inactive Investor,Nicholas Avola,Senior Client Associate,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",,,Salesforce
10960660,Inactive Investor,Natalie Perrin,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
9629216,,Abid Rehman,,,abid.rehman@outlook.com,,List import
174500,,wang shenghua,,[Unknown],14406891@qq.com,,Organic Search
11110107,Inactive Investor,John Schwan,Chief Compliance Officer;Elected Manager;Founder,"Schwan Financial Advisors, LLC",jschwan@schwanfg.com,,Salesforce
11166529,Inactive Investor,Gianna Bannach,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 1200 Howard Blvd",gianna.bannach@ml.com,,Salesforce
11204235,Inactive Investor,Mary Orth,,Lincoln Investment Royal Oak MI 990 N Main St,morth@lincolninvestment.com,,Salesforce
9613499,,Robert Stein,,,rstein@astorim.com,,List import
10955061,Inactive Investor,Mason Timmerman,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,mason_timmerman@vanguard.com,,Salesforce
11013328,Inactive Investor,Rahma Besbes,,J.P. Morgan Securities LLC San Diego CA 1000 Garnet Ave,rahma.besbes@jpmorgan.com,,Salesforce
11065764,Inactive Investor,William Weickert,Co-Manager;Managing Director;Portfolio Manager,H.M. Payson,wnw@hmpayson.com,,Salesforce
9586478,,Laura Fitzpatrick,,,laura.fitzpatrick@suntrust.com,,List import
9621076,,Dominic Paolino,,,dompaolino@gmail.com,,List import
11124724,Inactive Investor,Donald James,,Thrivent Investment Management Inc. Carmel IN 11711 N Meridian St,donald.james@thrivent.com,,Salesforce
348201,,Ralph Scherer,Shareholder,Foster & Motley Inc,ralph@fosterandmotley.com,513-561-6640,Manual List Upload
10833746,Inactive Investor,Frederick Horan,,"Axiom Capital Management, Inc.",fhoran@axiomcapital.com,,Salesforce
10894204,Inactive Investor,Kandraya Williams,,Morgan Stanley Saint Paul MN 380 Saint Peter St,,,Salesforce
10980027,Inactive Investor,Ryan Green,Investment Advisor,Fisher Investments,,,Salesforce
10907483,Inactive Investor,Danny Kominski,,"International Assets Advisory, LLC Carlsbad CA 8085 Paseo Arrayan",dkominski@iaac.com,,Salesforce
11052500,Inactive Investor,Helen Oikarinen,,"Bankers Life Securities, Inc. Saginaw MI 4800 Fashion Square Blvd",helen.oikarinen@bankerslife.com,,Salesforce
229032,, -,,[[Unknown]],lmecca1022@sbcglobal.net,,
11123172,Inactive Investor,Jeffrey Utley,,"Allstate Financial Services, LLC Rocklin CA 3175 Sunset Blvd",jeffreyutley@allstate.com,,Salesforce
9611338,,Rachel Radziszewski,,,rachel7682@gmail.com,,List import
9584628,,Jeffrey Miller,,,drmiller@springwellhealth.com,,List import
4961616,,Mitul Shh,,,shahlaw@gmail.com,2036182529,
11140367,Inactive Investor,Joseph Cunha,Financial Advisor,Edward Jones Gridley CA 505 Spruce St,joe.cunha@edwardjones.com,,Salesforce
11000110,Inactive Investor,Tyler Patterson,Financial Advisor,"Summitry, LLC",tyler@summitry.com,,Salesforce
10818154,Inactive Investor,Gregory Powell,Chief Investment Officer,Miller Howard Investments Inc Woodstock NY 10 Dixon Ave,gpowell@mhinvest.com,,Salesforce
10929162,Inactive Investor,Keith Acree,,PFS Investments Inc. Overland Park KS 8500 W 110th St,keith.acree@primerica.com,,Salesforce
11028746,Inactive Investor,Michael Mason,,PFS Investments Inc. Colorado Springs CO 3595 E Fountain Blvd,michael.mason@primerica.com,,Salesforce
9552650,,Birgitt Carey,,,kbre0458@protonmail.com,,List import
10978431,Inactive Investor,Quentin Johnson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",quentin.johnson@schwab.com,,Salesforce
11023617,Inactive Investor,Mayra Rodriguez,,"Monex Securities, Inc.",,,Salesforce
9562484,,James Minnick,,,jminnick@lovellminnick.com,,List import
10788901,Inactive Investor,Kayla Jacobs,Financial Advisor,Edward Jones Harlan IA 1204 7th St,kayla.jacobs@edwardjones.com,,Salesforce
9585428,,William Smith,,,liam.smith6@icloud.com,,List import
374612,,Matthew Senicola,,"North Shore Wealth Management Group, LLC",msenicola@gmail.com,,Event
11211787,Inactive Investor,Adam Goldstein,Financial Advisor,"Ameriprise Financial Services, LLC Winter Park FL 101 S New York Ave",adam.goldstein@ampf.com,,Salesforce
11195986,Inactive Investor,Bret Webster,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9466535,,Carlos Equity Trust Company Cust FBO Mercer Island Capital Management LLC Solo 401K,,Carlos Luis Obando,carlos.obando@micap360.com,,Organic Search
9553492,,Bilyana Martin,,,bilyana.martin@53.com,,List import
11109310,Inactive Investor,Jaime Escobar,Director,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",,,Salesforce
11086022,Inactive Investor,Angela Henderson,,NYLIFE Securities LLC Oneonta AL 28380 State Hwy 75,ahenderson02@ft.newyorklife.com,,Salesforce
11139932,Inactive Investor,James Mangam,,LPL Financial LLC Oradell NJ 800 Kinderkamack Rd,james.mangam@lpl.com,,Salesforce
9557353,,Reuben Mason,,,rmason@massmutual.com,,List import
9568879,,Steve Ponsler,,,steveponsler@gmail.com,,List import
117613,,Barry Greenberg,"Chief Compliance Officer, General Counsel","Cushing Asset Management, LP",bgreenberg@swankcapital.com,214-692-6334,
10934351,Inactive Investor,Marcia Ponton,,"Raymond James Financial Services, Inc. Phoenix AZ 1118 E Missouri Ave",katie.ponton@raymondjames.com,,Salesforce
9647102,,Grant Engelbart,,,grant.engelbart@orion.com,,List import
10805948,Inactive Investor,Nicholas Sandusky,Financial Advisor,"Wells Fargo Clearing Services, LLC Sewickley PA 1606 Carmody Ct",nick.sandusky@wellsfargoadvisors.com,,Salesforce
9540825,,Jaskaran Virdi,,,jason.virdi@gmail.com,,List Import
9644293,,Thomas Asher,,,ermiao2020@gmail.com,,List import
11106362,Inactive Investor,Angela Almonte,,"Wells Fargo Clearing Services, LLC Lawrence Township NJ 130 Franklin Corner Rd",angela.almonte@wellsfargo.com,,Salesforce
23113,,Stephanie Lord,Vice President,"Loomis, Sayles & Company, L.P.",slord@loomissayles.com,1-312-960-3525,Database Upload
11083931,Inactive Investor,Marc Virga,Financial Advisor,"MML Investors Services, LLC Newtown Square PA 16 Campus Blvd",,,Salesforce
215224,,john Jace,,[[Unknown]],jacefinancial@yahoo.com,,Direct
9613390,,Donald Coxe,,,dc@coxeadvisors.com,,List import
10656396,,Scott Davis,,,scott.x.davis@prudential.com,,List Import
11021061,Inactive Investor,Taylor Koivu,Lead Advisor;Partner;Wealth Advisor,Corient Seattle WA 1910 Fairview Ave E,taylor.koivu@corient.com,,Salesforce
11174963,Inactive Investor,Lloyd Cohen,Financial Advisor;First Vice President - Investments,Morgan Stanley Beverly Hills CA 9665 Wilshire Blvd,lloyd.cohen@morganstanley.com,,Salesforce
10909001,Inactive Investor,Amy Datema,Wealth Advisor,LPL Financial LLC Grand Rapids MI 2024 Celebration Dr NE,amy.j.datema@lpl.com,,Salesforce
9613227,,Kevin Swanson,,,kswanson@hovdegroup.com,,List import
11114593,Inactive Investor,Caleb Yeargain,Associate Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Chesterfield MO 101 Hilltown Village Ctr",caleb.yeargain@usbank.com,,Salesforce
9556742,,gfh gfhgh,,,hgyyhdfy22@gmail.com,,List import
9594534,,Candice Chrisman,,,cchrisman@deltaasset.com,,List import
11156869,Inactive Investor,Randall Riley,Wealth Management Advisor,"Northwestern Mutual Investment Services, LLC Irvine CA 18575 Jamboree Rd",randy.riley@nm.com,,Salesforce
10832952,Inactive Investor,Debra Powell,Registered Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Zionsville IN 1620 W Oak St",dpowell@stifel.com,,Salesforce
9548632,,Renaldo Barnes,,,renaldovbarnes1@gmail.com,,List import
11004559,Inactive Investor,Deedre Lee,,"First Citizens Investor Services, Inc. Greenville NC 2405 Stantonsburg Rd",deedre.lee@firstcitizens.com,,Salesforce
10489852,,Paul Hofland,Financial Advisor,Retirement Planners of America,paul.hofland@rpoa.com,,List Import
343395,, -,,[[Unknown]],cliz357@bellsouth.net,,
9605627,,Jennifer Borrens,,,jenn@brane.capital,,List import
10837590,Inactive Investor,Mark Wolf,,"Raymond James Financial Services, Inc. Saint Petersburg FL 700 Central Ave",mark.wolf@raymondjames.com,,Salesforce
10927640,Inactive Investor,Theresa St. Bernard,,Morgan Stanley Jersey City NJ 200 Hudson St,,,Salesforce
10644095,,Victoria Fisher,,,victoria.fisher@nuveen.com,,List Import
11156808,Inactive Investor,Anthony Pecoraro,Senior Financial Advisor,LPL Financial LLC Milwaukee WI 177 E Silver Spring Dr,anthony.pecoraro@lpl.com,,Salesforce
233942,, -,,[[Unknown]],alantrading777@gmail.com,,
10612617,,Robert Bouza,Financial Advisor,,robert.c.bouza@ampf.com,,List Import
10768831,Inactive Investor,Don Schultz,Registered Client Associate,"Wells Fargo Clearing Services, LLC",don.schultz@wellsfargo.com,,Salesforce
9567461,,john merrill,,,jbmerrilliii@gmail.com,,List import
9636443,,Gumersindo Oliveros,,,goliveros@tiff.org,,List import
11110461,Inactive Investor,Daniel Dueweke,,Commonwealth Financial Network Bay City MI 3010 E Midland Rd,daniel.dueweke@ceterais.com,,Salesforce
9608663,,Dave Roberts,,,hdrfla@gmail.com,,List import
10611921,,Kurt Tiefenthaler,"Financial Advisor, Portfolio Manager, Vice President",,kurt.tiefenthaler@morganstanley.com,,List Import
10819118,Inactive Investor,Brian Wilkinson,,"Nations Financial Group, Inc.",,,Salesforce
9585700,,Valerie Hebert,,,vhebert@hjsims.com,,List import
11231000,Inactive Investor,Kyle Hensley,Financial Professional,LPL Financial LLC Lonoke AR 121 W Front St,kyle.w.hensley@lpl.com,,Salesforce
248555,,John Zai,Founder and CEO,CENTI Group,john.zai@centi.group,,Manual List Upload
226065,, -,,[[Unknown]],cary.pinkowski@canaccord.com,,Initial Salesforce Import
9610850,,Calvin Thomas,,,poions1@comcast.net,,List import
11158531,Inactive Investor,Randy Thurman,Chief Executive Officer,Retirement Investment Advisors Inc,randy@theretirementpath.com,,Salesforce
10794688,Inactive Investor,Irene Robertson,Senior Investment Manager;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Smith AR 3220 Old Greenwood Rd",irene.robertson@ml.com,,Salesforce
10847931,Inactive Investor,Vance Lahey,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Franklin TN 751 Cool Springs Blvd",vance.p.lahey@ampf.com,,Salesforce
11058084,Inactive Investor,Ryan Decker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10758657,Inactive Investor,Ted Berman,,"Ausdal Financial Partners, Inc. Joliet IL 3077 W Jefferson St",,,Salesforce
11069767,Inactive Investor,Connor Crayne,,"Trinity Wealth Securities, L.L.C. Charlotte NC 207 Regency Executive Park Dr",,,Salesforce
11217403,,Kimberly Torralva,,,kimberly.torralva@raymondjames.com,,Other
10950756,Inactive Investor,Robert Bradshaw,,"Allstate Financial Services, LLC Ashland VA 10180 Lakeridge Pkwy",robertbradshaw@allstate.com,,Salesforce
11193041,Inactive Investor,David Chew,Manager,PFS Planning LLC,dchew@pfs-planning.com,,Salesforce
9637989,,"Rebecca ""Becky"" Duseau",,,rduseau@adamaspartners.com,,List import
11229305,Inactive Investor,Grady Pedersen,,"Principal Securities, Inc.",,,Salesforce
11064579,Inactive Investor,Johana Clavijo,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jclavijo@ft.newyorklife.com,,Salesforce
11174284,Inactive Investor,Richard Wilson,,LPL Financial LLC San Diego CA 4707 Executive Dr,,,Salesforce
9607963,,Matthew Murphy,,,matthew.murphy@ubs.com,,List import
10767271,Inactive Investor,Jon Price,Branch Manager;Managing Director - Investments,"Benjamin F. Edwards & Company, Inc. Naples FL 850 Park Shore Dr",eric.price@benjaminfedwards.com,,Salesforce
10990870,Inactive Investor,Brock Roth,,"FBL Marketing Services, LLC Lincoln NE 5455 Red Rock Ln",brock.roth@fbfs.com,,Salesforce
9631748,,Ido Luft,,,luftidoc@gmail.com,,List import
10603770,,Stuart Parker,"Chief Executive Officer, Chief Operating Officer, Officer, President",PGIM Investments LLC,amanda.cordova@prudential.com,,List Import
11063327,Inactive Investor,Timothy Magner,Financial Advisor,LPL Financial LLC Brookfield WI 180 N Executive Dr,t.magner@lpl.com,,Salesforce
10930181,Inactive Investor,Joseph McIlhinney,,"Prudential Annuities Distributors, Inc",joseph.m@prudential.com,,Salesforce
10478861,,Paul Goldstein,,,paul@realfoot.com,,Web Form Fillout
189535,,Sibonae Jones,Vice President,Frost Investment Services,sibonae.jones@frostbank.com,210-220-6301,
9628297,,Joseph Grobbel,,,joseph.grobbel@touchstonefunds.com,,List import
10835176,Inactive Investor,Stephen Killelea,Financial Professional,"Equitable Advisors, LLC Ottawa IL 823 Clinton St",stephen.killelea@equitable.com,,Salesforce
9581348,,Cody Mendenhall,,,cmendenhall@pension-consultants.com,,List import
11031323,Inactive Investor,James Patton,Financial Advisor,Edward Jones Kingston WA 25960 Ohio Ave NE,,,Salesforce
9566171,,Howard Kleinman,,,hkleinman@financialguide.com,,List import
9609886,,NEIL LEBOWITZ,,,neil.lebowitz@yahoo.com,,List import
10885163,Inactive Investor,Dimana Dimitrova,,J.P. Morgan Securities LLC Northbrook IL 4200 Dundee Rd,dimana.dimitrova@jpmorgan.com,,Salesforce
10999630,Inactive Investor,Twinkle Waghel,,J.P. Morgan Securities LLC Charlotte NC 9815 Rea Rd,twinkle.waghel@jpmorgan.com,,Salesforce
11060989,Inactive Investor,Andreas Reif,,PFS Investments Inc. Nashua NH 154 Broad St,andreas.reif@primerica.com,,Salesforce
11107384,Inactive Investor,Angela Chester,,"MML Investors Services, LLC",,,Salesforce
10848786,Inactive Investor,Ellis Mitchell,First Vice President;Retirement Advisor;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Meridian MS 1122 22nd Ave",gerry.mitchell@ml.com,,Salesforce
11185939,Inactive Investor,Diana Rosales-Quintanilla,,"Wells Fargo Clearing Services, LLC Suwanee GA 1042 Peachtree Industrial Blvd",diana.quintanilla@wellsfargo.com,,Salesforce
11160984,Inactive Investor,Young Kim,,NYLIFE Securities LLC Irving TX 6565 N Macarthur Blvd,ykim10@ft.newyorklife.com,,Salesforce
9607360,,Gregory Stewart,,,gstewart@pfginc.com,,List import
9579473,,Edward Martinson,,,emartinson@maximcapitalgroup.com,,List import
11200277,Inactive Investor,Andrew Torto,,"Raymond James Financial Services, Inc. Garden City NY 1055 Franklin Ave",andrew.torto@raymondjames.com,,Salesforce
11158047,Inactive Investor,Amarilis De Jesus,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
10987059,Inactive Investor,William Montell,Institutional Advisor,"Meridian Wealth Management, LLC",tmontell@meridianwealthllc.com,,Salesforce
9646072,,Silvio Pupo,,,silvio@logoscapital.io,,List import
10945568,Inactive Investor,Joseph Fisher,,State Farm VP Management Corp. Dayton OH 932 Watertower Ln,joe.fisher.mtwy@statefarm.com,,Salesforce
9619108,,Martin Downen,,,mdownen@canyonpartners.com,,List import
11194225,Inactive Investor,David Smith,,Intervest International Equities Corporation,dave.smith@intervestintl.com,,Salesforce
9640674,,Michael Vines,,,mvines@gmail.com,,List import
11195222,Inactive Investor,Matias Cruces,,BBVA Securities Inc.,,,Salesforce
11229921,Inactive Investor,Michael Horne,,Stephens,,,Salesforce
11016684,Inactive Investor,Sophia Fischer,,"Northwestern Mutual Investment Services, LLC Louisville KY 400 W Market St",sophia.fischer@nm.com,,Salesforce
10887522,Inactive Investor,William Parker,Chief Compliance Officer;Financial Advisor;President,"ABG Financial Services, Inc.",wparker@wealthengineer.com,,Salesforce
224916,,Letetia Parker,,[Unknown],letetia.parker@yahoo.com,,Direct
10857016,Inactive Investor,Kurt Schliemann,Associate Advisor;Managing Partner;Member,Painted Porch Advisors LLC,,,Salesforce
11025228,Inactive Investor,Ashley Woods,Investment Advisor Representative,Commonwealth Financial Network Needham Heights MA 175 Highland Ave,awoods@commonwealth.com,,Salesforce
349386,,Domenick Tibaldo,,"National Asset Management, Inc.",dtibaldo@nationalsecurities.com,201-836-1010,
11035073,Inactive Investor,Michael Ackerman,,State Farm VP Management Corp. Lake Wales FL 2 N 1st St,mike.ackerman.ee8x@statefarm.com,,Salesforce
11232397,Inactive Investor,Jonah Wanamaker,,PFS Investments Inc. Tampa FL 14497 N Dale Mabrey Hwy,jwanamaker@primerica.com,,Salesforce
10933077,Inactive Investor,Zachary Hickey,,Evercore Group L.L.C.,zachary.hickey@evercore.com,,Salesforce
11169084,Inactive Investor,Toni Ansley,,NYLIFE Securities LLC Dublin OH 5455 Rings Rd,taansley@ft.newyorklife.com,,Salesforce
11203132,Inactive Investor,Jeffrey Ruby,,PFS Investments Inc. Greensburg PA 101 N Main St,jeffrey.ruby@primerica.com,,Salesforce
10956999,Inactive Investor,Andres Najera,,Fidelity Brokerage Services LLC Dallas TX 4001 Northwest Pkwy,,,Salesforce
11184227,Inactive Investor,Luciano Dela Cruz,Client Associate,"Wells Fargo Advisors Financial Network, LLC New City NY 17 Squadron Blvd",luciano.delacruz@wfafinet.com,,Salesforce
11100050,Inactive Investor,Heidi Edwards,Financial Advisor,Thrivent Investment Management Inc. Greer SC Private Residence,heidi.edwards@thrivent.com,,Salesforce
232989,, -,,[Unknown],liaolichi@gmail.com,,
10990902,Inactive Investor,Markie Bradford,,"Northwestern Mutual Investment Services, LLC Las Vegas NV 3883 Howard Hughes Pkwy",markie.eide@nm.com,,Salesforce
10831919,Inactive Investor,Roger Lewis,,"Osaic FA, Inc. Missoula MT Private Residence",roger.lewis@lfg.com,,Salesforce
11120095,Inactive Investor,James Heist-Torres,,Mutual of America Securities LLC Conshohocken PA 46 Fayette St,james.heist-torres@mutualofamerica.com,,Salesforce
9575562,,Ottis Clayton,,,omclayton@ftbadvisors.com,,List import
10888684,Inactive Investor,Judith Seaman,,Cetera Advisors LLC Fortine MT Private Residence,judith.seaman@ceteraadvisors.com,,Salesforce
10784271,Inactive Investor,Uril Peterson,Financial Advisor,"Wells Fargo Clearing Services, LLC Johnson City TN 203 Broyles Dr",duane.peterson@wellsfargoadvisors.com,,Salesforce
11072222,Inactive Investor,Kenneth Coleman,,J.P. Morgan Securities LLC Houston TX 529 W 19th St,,,Salesforce
11261142,Inactive Investor,Cody Beaumont,Financial Advisor,"HFG Advisors, Inc. Gilroy CA Private Residence",,,Salesforce
10636708,,rashid abbas,,,abbasrashid79@gmail.com,,Web Form Fillout
10918907,Inactive Investor,Karl Duitsman,,"Raymond James Financial Services, Inc. Bothell WA 16000 Bothell Everett Hwy",karl.duitsman@raymondjames.com,,Salesforce
11170880,Inactive Investor,Noel Thelander,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Barrington IL 21805 W Field Pkwy",noel.thelander@ml.com,,Salesforce
10992154,Inactive Investor,Oleida Feliz,,J.P. Morgan Securities LLC Fort Lauderdale FL 10195 Cleary Blvd,oleida.feliz@jpmorgan.com,,Salesforce
10771193,Inactive Investor,Howard Parkinson,,"MML Investors Services, LLC Lehi UT 2901 W Blue Grass Blvd",heparkinson@financialguide.com,,Salesforce
11145940,Inactive Investor,Mark Delgrego,Financial Advisor,"MML Investors Services, LLC Guilford CT 800 Boston Post Rd",,,Salesforce
9569871,,William Fauth,,,william.fauth@transamerica.com,,List import
352209,,John Anderson,Operating Partner,Greenbriar Equity Group,janderson@greenbriarequity.com,914-925-9600,Manual List Upload
11134098,Inactive Investor,Craig Alexander,Financial Advisor,"Ameriprise Financial Services, LLC Northbrook IL 400 Skokie Blvd",craig.d.alexander@ampf.com,,Salesforce
11048192,Inactive Investor,Jacob Wondolowski,,"Robinhood Financial, LLC Denver CO 2373 15th St",jacob.wondolowski@robinhood.com,,Salesforce
10753904,Inactive Investor,Eric Katz,,"Leo Brokerage, LLC",,,Salesforce
10794478,Inactive Investor,Keith Ormiston,,J.P. Morgan Securities LLC Babylon NY 31 W Main St,keith.x.ormiston@jpmorgan.com,,Salesforce
10885647,Inactive Investor,Denny Meyer,,"Osaic Wealth, Inc. Corpus Christi TX 501 S Tancahua St",,,Salesforce
10857959,Inactive Investor,Kirk Smith,,"Raymond James Financial Services, Inc. Danville VA 628 Main St",kirk.smith@raymondjames.com,,Salesforce
10832202,Inactive Investor,Mark Braaten,,"Lion Street Financial, LLC Waukesha WI 20935 Swenson Dr",mbraaten@lionstreet.com,,Salesforce
10969801,Inactive Investor,Matthew Covelli,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,matthew_covelli@vanguard.com,,Salesforce
11135041,Inactive Investor,David Ryan,,LPL Financial LLC Bethany Beach DE 32892 Coastal Hwy,,,Salesforce
10842345,Inactive Investor,Linda Laganos,,"Raymond James Financial Services, Inc. Vienna VA 1953 Gallows Rd",linda.laganos@raymondjames.com,,Salesforce
10489840,,Joseph Globensky,,"Private Advisor Group, LLC Frisco TX Private Residence",jglobensky@connectionsfinancialadvisors.com,,List Import
11008285,Inactive Investor,Thomas Scoville,,"Northwestern Mutual Investment Services, LLC Ridgeland MS 210 Draperton Ct",,,Salesforce
11037108,Inactive Investor,David Farnham,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated West Hartford CT 29 S Main St",david.farnham@ml.com,,Salesforce
11147091,Inactive Investor,Jay Schulman,Financial Advisor,LPL Financial LLC Hudson OH 7377 Lascala Dr,jay.schulman@lpl.com,,Salesforce
11144051,Inactive Investor,Matthew Postell,,LPL Financial LLC Columbus IN 501 Washington St,,,Salesforce
11138178,Inactive Investor,Nikolai Gasiorowski,Financial Advisor,Edward Jones Furlong PA 2325 Heritage Center Dr,nikolai.gasiorowski@edwardjones.com,,Salesforce
11203168,Inactive Investor,Ann Ocone,Financial Advisor,New England Capital Financial Advisors LLC,annocone@newenglandcapital.com,,Salesforce
11126584,Inactive Investor,Lyssa Tavel,Portfolio Associate;Registered Associate,Morgan Stanley Rockville MD 702 King Farm Blvd,lyssa.tavel@morganstanley.com,,Salesforce
11026608,Inactive Investor,Jonathan Faber,Financial Advisor,"Principal Securities, Inc. Washington PA 70 E Beau St",faber.jonathan@principal.com,,Salesforce
11180465,Inactive Investor,Jose Menendez-Quinones,,"Popular Securities, LLC San Juan PR 208 Ponce De Leon Ave",,,Salesforce
10846234,Inactive Investor,Richard Desch,,Goldman Sachs & Co. Denver CO 205 Detroit St,richard.desch@gs.com,,Salesforce
10819822,Inactive Investor,Gary Burggaf,Client Service Associate,UBS Financial Services Inc. New York NY 1285 Avenue of the Americas,,,Salesforce
11038590,Inactive Investor,Jacob Hackney,,"Wells Fargo Clearing Services, LLC",,,Salesforce
11085623,Inactive Investor,Hai Phan,Branch Manager,"Wells Fargo Clearing Services, LLC Huntington Beach CA 19840 Beach Blvd",hai.phan@wellsfargoadvisors.com,,Salesforce
81204,,Bruce Vollrath,,"LaSalle St. Investment Advisors, L.L.C.",bvollrath@lasallest.com,815-464-1730,
10968601,Inactive Investor,Elisa Fierro,Wealth Advisor,"The Mather Group, LLC Houston TX 4400 Post Oak Pkwy",e.fierro@themathergroup.com,,Salesforce
10955676,Inactive Investor,John Bland,Chief Compliance Officer;Investment Advisor;Managing Member;Owner,Diversified Investment Services LLC,jbland@diadvice4life.com,,Salesforce
10921949,Inactive Investor,Alan Kidd,,"American Fidelity Securities, Inc.",alan.kidd@af-group.com,,Salesforce
10907457,Inactive Investor,Elizabeth Gates,,SECU Brokerage Services Chapel Hill NC 1010 S Hamilton Rd,elizabeth.gates@ncsecu.org,,Salesforce
10955255,Inactive Investor,Megan Polito,,"Truist Investment Services, Inc. Orlando FL 7455 Chancellor Dr",megan.polito@truist.com,,Salesforce
10846535,Inactive Investor,Jared Meese,Chief Compliance Officer,Shearwater Capital Ballwin MO 518 Holshire Way,jmeese@shearwatercapital.com,,Salesforce
9576254,,Stephen Conk,,,conk.steve@principal.com,,List import
11062188,Inactive Investor,Thomas Ghebrai,,"Raymond James Financial Services, Inc.",thomas.ghebrai@raymondjames.com,,Salesforce
202256,,Matthew Hunsucker,,QR Capital,matt.hunsucker@gmail.com,404-386-1488,
11168892,Inactive Investor,Lynette Lama,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,lynette_lama@vanguard.com,,Salesforce
228246,, -,,[[Unknown]],islam.sayed@hotmail.com,,Direct
10990514,Inactive Investor,Brett Dickinson,,"DAI Securities, LLC New Braunfels TX Private Residence",,,Salesforce
10773062,Inactive Investor,Mary Collins,Managing Member;President;Regulatory Contact,"Collins Advisors, LLC",mary@mlcollins.com,,Salesforce
165653,,bob kerr,,[Unknown],zhzb@yahoo.com,,
11174668,Inactive Investor,Robert Higgins,,"Principal Securities, Inc. Cornelius NC 20621 N Main St",,,Salesforce
10859437,Inactive Investor,David Vera,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Troy MI 987 Wilshire Dr",david.vera@schwab.com,,Salesforce
10939028,Inactive Investor,Peter DeGiralamo,Executive Vice President;Senior Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Warren NJ 58 Mount Bethel Rd",peter.degiralamo@wfafinet.com,,Salesforce
9589327,,Heather Granata,,,hgranata@yahoo.com,,List import
9621099,,DAVID LAI,,,davidlai27@gmail.com,,List import
11152366,Inactive Investor,Douglas Lins,,Fidelity Brokerage Services LLC Irving TX 6731 N MacArthur Blvd,douglins.team@fidelity.com,,Salesforce
10878727,Inactive Investor,Haley Smith,,Fidelity Brokerage Services LLC Providence RI 10 Memorial Blvd,,,Salesforce
9607641,,User Ln,,,gajihuyen@eoffice.top,,List import
10854339,Inactive Investor,Paul Reding,Financial Advisor,Edward Jones Red Wing MN 910 Main St,paul.reding@edwardjones.com,,Salesforce
11047283,Inactive Investor,Gil Gabbay,Financial Advisor,LPL Financial LLC Naples FL 801 Laurel Oak Dr,gil.gabbay@lpl.com,,Salesforce
11200583,Inactive Investor,Kathleen Reynolds,Assistant Vice President;Director,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
166944,,Sam Elahi,,[Unknown],zahsline@gmail.com,,Paid Social
9590876,,KU WEI ZHIH,,,weyzy1752@gmail.com,,List import
10865558,Inactive Investor,Daniel Vey,Financial Advisor,Edward Jones Charlotte NC 7251 Pineville Matthews Rd,danny.vey@edwardjones.com,,Salesforce
11120706,Inactive Investor,Mary Byrd,,"Raymond James & Associates, Inc. Franklin TN 517 Church St",mary.byrd@raymondjames.com,,Salesforce
10798088,Inactive Investor,Angelina Milenevsky,Senior Client Associate,"RBC Capital Markets, LLC Wellesley Hills MA 57 River St",angelina.milenevsky@rbc.com,,Salesforce
11068133,Inactive Investor,Ari Mahseredjian,,J.P. Morgan Securities LLC Granada Hills CA 17900 Chatsworth St,ari.j.mahseredjian@chase.com,,Salesforce
10971788,Inactive Investor,Riana Davis,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10867645,Inactive Investor,Maciej Szewerniak,,"Transamerica Financial Advisors, Inc Madison WI 2901 W Beltline Hwy",maciek.szewerniak@tfaconnect.com,,Salesforce
10494557,,Timothy Hatcher,"Financial Advisor, Head - Financial Planning, Owner","Purewater Capital, LLC",hatcher_to@hotmail.com,,List Import
10994860,Inactive Investor,Jeffrey Rhineheart,Consultant,"First Citizens Investor Services, Inc. Atlanta GA 3300 Cumberland Blvd SE",jeff.rhineheart@firstcitizens.com,,Salesforce
10829421,Inactive Investor,Michael Boruch,,J.P. Morgan Securities LLC New York NY 277 Park Ave,michael.f.boruch@jpmorgan.com,,Salesforce
10612894,,Marvin Benak,"Senior Financial Advisor, Senior Vice President",,marvin.benak@ml.com,,List Import
10910256,Inactive Investor,Nathan Schaefer,,"Ausdal Financial Partners, Inc. Huron OH Private Residence",nathanschaefer@afpadvisor.com,,Salesforce
9582864,,Michael Spiciarich,,,spiciarich@windrose.com,,List import
10881341,Inactive Investor,Devin Born,,LifeMark Securities Corp.,dborn@lifemark.com,,Salesforce
10949424,Inactive Investor,Samuel Darbey,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11108672,Inactive Investor,Lindsay Wheeler,,Fidelity Brokerage Services LLC Salt Lake City UT 279 W South Temple,lindsay.wheeler@fidelity.com,,Salesforce
11115406,Inactive Investor,Mark Norton,Financial Advisor;Vice President - Investments,"Raymond James & Associates, Inc. Portland ME 2 Portland Sq",chris.norton@raymondjames.com,,Salesforce
11143047,Inactive Investor,Dylan Rivera,Financial Professional,"Equitable Advisors, LLC Melville NY 395 N Service Rd",dylan.rivera@equitable.com,,Salesforce
9556884,,Thomas Burrows,,,tom.burrows@voya.com,,List import
10757649,Inactive Investor,Irma Hampton,Financial Advisor,Wealthcare Advisory Partners LLC Austin TX Private Residence,,,Salesforce
10889606,Inactive Investor,David Jackson,Financial Advisor,Edward Jones Weatherford OK 1401 E Main St,david.r.jackson@edwardjones.com,,Salesforce
232753,, -,,[[Unknown]],filmneye@gmail.com,,
11148225,Inactive Investor,Sean Yap,,PFS Investments Inc. Coral Springs FL 9728 W Sample Rd,sean.yap@primerica.com,,Salesforce
1001788,Inactive Investor,Eric Pirkl,Vice President & Investment Officer,Okabena Advisors,epirkl@okabena.com, +1 612 339 7151,Database Upload
10916209,Inactive Investor,Diane De Oliveira,,"Avantax Investment Services, Inc. Mount Arlington NJ 200 Valley Rd",,,Salesforce
10964928,Inactive Investor,Marc Wilson,,PFS Investments Inc. Wilmington DE 1203 N Orange St,,,Salesforce
10753125,Inactive Investor,David Johnson,Financial Advisor;Portfolio Manager;Vice President,D.A. Davidson & Co. Seattle WA 701 5th Ave,dpjohnson@dadco.com,,Salesforce
11015134,Inactive Investor,Eric Magro,,"Prudential Annuities Distributors, Inc",eric.magro@prudential.com,,Salesforce
9601543,,D D,,,zyk.rho@gmail.com,,List import
160751,,daniel Donnadieu,,[Unknown],daniel.donnadieu1@gmail.com,,Paid Social
10854759,Inactive Investor,Ryan Connell,Assistant Vice President,The Huntington Investment Company Powell OH 8671 Owenfield Dr,ryan.connell@huntington.com,,Salesforce
11162686,Inactive Investor,Brian Roberts,Chief Compliance Officer;Managing Member;President,"Roberts Wealth Advisors, LLC",brian@roberts-wa.com,,Salesforce
10881059,Inactive Investor,Michael Hepworth,Chief Compliance Officer;Managing Member;Portfolio Manager,"Hepworth Equity Partners, LLC",,,Salesforce
10487358,,Audrey Beardain,Senior Client Service Associate,UBS Financial Services Inc.,audrey.dewitt@ubs.com,,List Import
372215,,bruce porter,,United States,sapper@iname.com,,Salesforce
9609109,,Moussa-Manuel Dansoko,,,moussamanuel@hotmail.de,,List import
10934756,Inactive Investor,Scott Walker,Investment Services Representative,"CUSO Financial Services, L.P. Anaheim CA 5601 E La Palma Ave",,,Salesforce
9646551,,Norris Chamberlain,,,nchamby@comcast.net,,List import
10839929,Inactive Investor,John Blamphin,Director - Operations;General Manager;Regulatory Contact,Retirement Management Systems,johnblamphin@manage401k.com,,Salesforce
10760501,Inactive Investor,James Harkey,Financial Consultant;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 4800 Deer Lake Dr E",,,Salesforce
10768492,Inactive Investor,Russell Carpentieri,,Park Avenue Securities LLC North Palm Beach FL Private Residence,russell_carpentieri@glic.com,,Salesforce
10906006,Inactive Investor,Kelly Strand,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Walnut Creek CA 1331 N California Blvd",kelly.strand@ml.com,,Salesforce
10819027,Inactive Investor,Douglas Poling,Manager,"Poling Capital Management, LLC Muncie IN 2914 W Applewood Ct",,,Salesforce
11150196,Inactive Investor,Robert Crane,,"Wells Fargo Clearing Services, LLC Charleston SC 751 Daniel Ellis Dr",,,Salesforce
10891351,Inactive Investor,Amy Hipple,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11207016,Inactive Investor,Sheila Gugliuzza,Vice President,"Charles Schwab & Co., Inc. Schaumburg IL 1160 N Plaza Dr",sheila.gugliuzza@schwab.com,,Salesforce
10949931,Inactive Investor,Erika Boyer,Financial Advisor,Edward Jones Marlboro NJ 475 County Road 520,erika.boyer@edwardjones.com,,Salesforce
10886316,Inactive Investor,David Bell,,"RBC Capital Markets, LLC Phoenix AZ 2398 E Camelback Rd",,,Salesforce
371074,,Nguyen Cong Hai Duong,,Vietnam,thantaithantai@icloud.com,,Salesforce
11070173,Inactive Investor,William Klim,,"Cambridge Investment Research, Inc. Youngstown OH 8286 South Ave",,,Salesforce
11095094,Inactive Investor,Chad Soma,,"FBL Marketing Services, LLC Woodbine IA 503 Walker St",chad.soma@fbfs.com,,Salesforce
11158674,Inactive Investor,Frederic Sjostrom,Financial Advisor,"Wells Fargo Clearing Services, LLC Pelham AL 2261 Pelham Pkwy",frederic.sjostrom@wellsfargoadvisors.com,,Salesforce
11175031,Inactive Investor,Mary Linton,,"Avantax Investment Services, Inc. Martinsburg WV 490 Williamsport Pike",lintonm@myavantax.com,,Salesforce
9598068,,Blake Pratz,,,blake.pratz@iconwp.com,,List Import
10810821,Inactive Investor,Brian Standefer,Financial Advisor,LPL Financial LLC Houston TX 2200 Space Park Dr,brian.standefer@lpl.com,,Salesforce
9567520,,om tukang,,,omtukang1@gmail.com,,List import
11050696,Inactive Investor,Steven Jarrett,,J.P. Morgan Securities LLC Lake Forest IL 884 S Waukegan Rd,steven.m.jarrett@chase.com,,Salesforce
10790774,Inactive Investor,Christopher Clark,,Paulson Investment Company LLC Beverly Hills CA 9171 Wilshire Blvd,cclark@paulsoninvestment.com,,Salesforce
11102784,Inactive Investor,Nicole Gray,,J.P. Morgan Securities LLC Youngstown OH 30 N Main St,nicole.gray@jpmorgan.com,,Salesforce
10852440,Inactive Investor,David Hancock,,"Arete Wealth Management, LLC",david.hancock@aretewealth.com,,Salesforce
11105344,Inactive Investor,Ryan Brown,,"Hantz Financial Services, Inc. Saginaw MI 5800 Gratiot Rd",ryan.brown@hantzgroup.com,,Salesforce
11114544,Inactive Investor,Brandon Thornwell,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,bthornwell.4sbgj@primerica.com,,Salesforce
9610637,,Harden Chen,,,harden.chen@gmail.com,,List import
10972100,Inactive Investor,Lorraine Burt,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
348841,,Scott Kellman,"Managing Partner, limited Partner","Pinnacle Asset Management, L.p.",skellman@pinnacle-lp.com,212-750-1778,Manual List Upload
333147,,Thomas Reynolds,Managing Member,"Cra Financial Services, L.l.c.",tereynolds@crafinancial.com,609-380-3500,Manual List Upload
370750,,Laurie Miller,,[Unknown],lauriemiller080@gmail.com,,Salesforce
9620150,,Jeremy Brown,,,jeremy718@gmail.com,,List import
11158179,Inactive Investor,Steven Keeley,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
10886025,Inactive Investor,Matthew Timo,,Goldman Sachs & Co.,,,Salesforce
10878762,Inactive Investor,Nicole Chaput,Chief Compliance Officer;Chief Fiduciary Officer;Executive Vice President,"Busey Capital Management, Inc.",nicole.chaput@busey.com,,Salesforce
11050542,Inactive Investor,Brent Christian,Financial Planner,"MML Investors Services, LLC Knoxville TN 1225 E Weisgarber Rd",brentchristian@financialguide.com,,Salesforce
11019764,Inactive Investor,Gregory Cappel,,"Fifth Third Securities, Inc. Cincinnati OH 38 Fountain Square Plz",gregory.cappel@53.com,,Salesforce
11183758,Inactive Investor,Stephen Raglow-De Franco,Financial Advisor,LPL Financial LLC Niagara Falls NY Private Residence,sraglow-defranco@iaac.com,,Salesforce
10852973,Inactive Investor,Gordon Haave,Chief Investment Officer,"Financial & Tax Architects, LLC",ghaave@fta-ria.com,,Salesforce
10848287,Inactive Investor,Mark Brost,,"Avantax Investment Services, Inc. Ladysmith WI 818 Roesler Ave W",,,Salesforce
11140905,Inactive Investor,Rick Lam,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seal Beach CA 3010 Old Ranch Pkwy",rick.lam@ml.com,,Salesforce
11083151,Inactive Investor,Daniel Aymerich,,Bolton Global Capital Miami FL 1441 Brickell Ave,daymerich@boltonglobal.com,,Salesforce
11084231,Inactive Investor,David Todd,Financial Advisor;First Vice President - Investments,"Wells Fargo Clearing Services, LLC Peoria AZ 16165 N 83rd Ave",david.l.todd@wellsfargoadvisors.com,,Salesforce
10949165,Inactive Investor,Frank Gesuale,Wealth Advisor,"Intelligence Driven Advisers, LLC Scottsdale AZ 14646 N Kierland Blvd",frank.gesuale@idawealth.com,,Salesforce
11196474,Inactive Investor,Blake Maxwell,Financial Advisor,Edward Jones Fayetteville AR 2961 N Point Cir,blake.maxwell@edwardjones.com,,Salesforce
9612611,,Wesley Hinkston,,,whinkston@att.net,,List import
10874517,Inactive Investor,Andrea Barrezueta,,J.P. Morgan Securities LLC New York NY 390 Madison Ave,andrea.barrezueta@jpmorgan.com,,Salesforce
10771877,Inactive Investor,Pamela Peck,Senior Client Associate,"Wells Fargo Clearing Services, LLC Frisco TX 17 Cowboys Way",pam.peck@wfa.com,,Salesforce
11175866,Inactive Investor,William Robbins,,"First Citizens Investor Services, Inc. Charlotte NC 128 S Tryon St",william.robbins@firstcitizens.com,,Salesforce
10779570,Inactive Investor,Michael Leckington,,Fidelity Brokerage Services LLC Bellevue WA 10500 NE 8th St,michael.leckington@fidelity.com,,Salesforce
9597078,,Anthony Wilson,,,tonywillo@verizon.net,,List import
344683,,Chandler Payne,Analyst,Albright Capital Management Lp,cpayne@albrightcapital.com,202-370-3500,Manual List Upload
9576764,,Wallace Maynard,,,wallacemaynrdjr@msn.com,,List import
9558760,,Matthew Shannon,,,matt.shannon@voya.com,,List import
10772780,Inactive Investor,Bobbi Lister,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oklahoma City OK 211 N Robinson Ave",bobbi_lister@ml.com,,Salesforce
11004970,Inactive Investor,Alec Perkins,,Cetera Advisor Networks LLC Germantown TN 2176 West St,,,Salesforce
10816835,Inactive Investor,George Gable,Regional Vice President,PFS Investments Inc. Buffalo NY 490 Center Rd,george.gable@primerica.com,,Salesforce
332323,,Ron Sherfey,,[Unknown],ronsherfey@reggienoble.org,,
10812119,Inactive Investor,Nicholas Carr,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 9128 Strada Pl",nick.carr@ml.com,,Salesforce
11048480,Inactive Investor,Olivia Millradt,,"Osaic Institutions, Inc. Englewood CO 7600 E Orchard Rd",,,Salesforce
11089235,Inactive Investor,Robert Hymel,Financial Advisor,Edward Jones La Place LA 299 Belle Terre Blvd,robert.hymel@edwardjones.com,,Salesforce
181103,,Jeff Burrow,Manager And Chief Compliance Officer,"Sierra Ocean, Llc",jeff@sierraocean.com,209-232-7100,Manual List Upload
10964255,Inactive Investor,Charles Perkins,Research Analyst,The London Company of Virginia,cperkins@tlcadvisory.com,,Salesforce
9546565,,Wynn Hall,,,whall@scfsecurities.com,,List import
11114221,Inactive Investor,Tanya Stringer,Financial Advisor,Edward Jones Spring TX 8515 Spring Cypress Rd,tanya.stringer@edwardjones.com,,Salesforce
10793423,Inactive Investor,Gregg Anderson,,CIBC World Markets Corp. Chicago IL 181 W Madison St,gregg.anderson@cibc.com,,Salesforce
9636717,,David Laut,,,d.laut@spectrumwealthinc.com,,List import
11084389,Inactive Investor,Paul Valente,Senior Wealth Advisor,LPL Financial LLC Middlebury VT 30 Main St,,,Salesforce
11172831,Inactive Investor,Adam Powell,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,adam.powell@fmr.com,,Salesforce
10961056,Inactive Investor,Taylor Radtke,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
9624580,,James Burns,,,jimeburns@yahoo.com,,List import
11087492,Inactive Investor,Michael O'Connor,,Fidelity Brokerage Services LLC Millburn NJ 150 Essex St,michael.oconnor@fmr.com,,Salesforce
10947145,Inactive Investor,Hannah Garner,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11195465,Inactive Investor,David Hudson,Co-Founder;Managing Director;Member;Principal,"Abbrea Capital, LLC",,,Salesforce
9622667,,Ezequiel Kemelmajer,,,ezequiel@maquinacapital.com,,List import
10844992,Inactive Investor,Wade Wootton,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
10879653,Inactive Investor,Jennifer James,,"Truist Investment Services, Inc. Charlotte NC 4777 Sharon Rd",jennifer.james@truist.com,,Salesforce
11123397,Inactive Investor,Christopher Kumar,,J.P. Morgan Securities LLC Glen Oaks NY 25621 Union Tpke,chris.kumar@chase.com,,Salesforce
10910087,Inactive Investor,Kathryn Martin,,"Cambridge Investment Research, Inc. Camp Hill PA 2009 Market St",,,Salesforce
11085245,Inactive Investor,Sue Lai,,"Transamerica Financial Advisors, Inc Plano TX 1255 W 15th St",sue.lai@tfaconnect.com,,Salesforce
11023089,Inactive Investor,Sandra Caluya,,Cetera Advisor Networks LLC Glendale CA 3200 Buckingham Rd,caluyas@ceteranetworks.com,,Salesforce
10804622,Inactive Investor,Ryan Greer,Senior Vice President,PFS Investments Inc. Columbus OH 438 E Wilson Bridge Rd,ryangreer@primerica.com,,Salesforce
9587817,,Michael Lynch,,,mike.lynch@lynchfinancialadvisors.com,,List import
10510602,,Mike Stone,,Freedom T&F,mike@freedomtf.com,,List Import
10979462,Inactive Investor,Shannon Yang-Oh,,J.P. Morgan Securities LLC Houston TX 600 Travis St,shannon.k.yang-oh@jpmorgan.com,,Salesforce
10896511,Inactive Investor,Christopher Jackowski,,"Raymond James Financial Services, Inc. Sewell NJ 123 Egg Harbor Rd",christopher.jackowski@raymondjames.com,,Salesforce
11104322,Inactive Investor,John Derway,Financial Advisor,Integrated Wealth Concepts LLC Boston MA 24 School St,,,Salesforce
10791809,Inactive Investor,Sean Kiltau,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Palm Beach Gardens FL 3399 PGA Blvd",sean.kiltau@wellsfargoadvisors.com,,Salesforce
11053279,Inactive Investor,Felicia Kestenberg,,NYLIFE Securities LLC New York NY 420 Lexington Ave,fkestenberg@ft.newyorklife.com,,Salesforce
10966346,Inactive Investor,Patrick Dietze,Financial Advisor,Commonwealth Financial Network Elkhorn NE 1315 N 205th St,pdietze@commonwealth.com,,Salesforce
11117390,Inactive Investor,Steven Glaser,,NYLIFE Securities LLC San Ramon CA 2633 Camino Ramon,sglaser@ft.newyorklife.com,,Salesforce
9586487,,James Boulay,,,jboulay@lutzfinancial.com,,List import
10815895,Inactive Investor,Genevieve Sullivan-Cornell,Chief Operating Officer;Member,Biondo Investment Advisors LLC,gcornell@thebiondogroup.com,,Salesforce
10643986,,Perry Mirocha,,,perry.mirocha@ampf.com,,List Import
11032872,Inactive Investor,Jacqueline Murray,,State Farm VP Management Corp. Willow Springs IL 8385 Archer Ave,,,Salesforce
10902105,Inactive Investor,John Gira,Financial Executive,Gira & Gira Investment Advisors LLC,,,Salesforce
11144884,Inactive Investor,Samuel House,Executive Director;Family Wealth Director;Financial Advisor;Managing Director;Senior Investment Management Consultant,Morgan Stanley San Antonio TX 7600 Broadway,scott.house@morganstanley.com,,Salesforce
11160698,Inactive Investor,Deborah Miller,,PFS Investments Inc. Beaumont TX 5010 Washington Blvd,,,Salesforce
9599304,,Robert Mcdaniel,,,rmcdaniel@lighthouselink.com,,List import
11078085,Inactive Investor,Abigail Nicolai,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Mankato MN 112 S Riverfront Dr",,,Salesforce
11135091,Inactive Investor,Wendy Poole,Paraplanner,"Ameriprise Financial Services, LLC Midlothian VA 14350 Sommerville Ct",wendy.poole@ampf.com,,Salesforce
370912,,Behnood Halilian,,Slovenia,halilian.behnood@protonmail.com,,Salesforce
201853,,DEAN KEHMEIER,,United States,kehmeier@gmail.com,,
10811227,Inactive Investor,John Easley,Financial Advisor,Financial Advocates Investment Management Seattle WA 2101 4th Ave,jeasley@financialadvocates.com,,Salesforce
246161,,Not Provided,Investor,DCVentureLab,joel.rothstein@gmail.com,,Manual List Upload
11092524,Inactive Investor,Travis Tam,Investment Officer;Senior Vice President,"Wells Fargo Clearing Services, LLC Walnut Creek CA 2033 N Main St",travis.tam@wellsfargoadvisors.com,,Salesforce
11120479,Inactive Investor,Nkemdilim Nwosu,,PFS Investments Inc. Raleigh NC 8300 Falls of Neuse Rd,nnwosu@primerica.com,,Salesforce
11032423,Inactive Investor,Hannah Kushner,,"Raymond James & Associates, Inc.",hannah.kushner@raymondjames.com,,Salesforce
11083727,Inactive Investor,John Mayfield,,Cetera Advisors LLC Louisville KY 1728 Gagel Ave,,,Salesforce
10658313,,Richard Wirth,,,richard.wirth@ceterafs.com,,List Import
11092504,Inactive Investor,Maximilian Burton,Branch Manager;Financial Advisor,"Wells Fargo Clearing Services, LLC Canonsburg PA 2400 Ansys Dr",maximilian.burton@wellsfargoadvisors.com,,Salesforce
10772826,Inactive Investor,Todd Waters,Financial Advisor;Senior Vice President,Morgan Stanley Morristown NJ 340 Mount Kemble Ave,todd.e.waters@morganstanley.com,,Salesforce
10782915,Inactive Investor,Brian Pirritano,Relationship Manager;Vice President,HSBC Securities (USA) Inc. Buffalo NY 8100 Transit Rd,brian.pirritano@us.hsbc.com,,Salesforce
11050693,Inactive Investor,Craig Warnimont,Chief Investment Officer;Partner,Venture Visionary Partners LLC,cwarnimont@venturevp.com,,Salesforce
9553032,,Terry Stidham,,,tls5001@aol.com,,List import
169975,,Lu Flo,,[Unknown],flu.lucas@outlook.fr,,Organic Search
43657,,Liza Coburn,Client Advisor,"SunTrust Advisory Services, Inc.",liza.coburn@suntrust.com,407-909-6720,
11136113,Inactive Investor,Eric Hill,Relationship Specialist,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",eric.hill@schwab.com,,Salesforce
10930839,Inactive Investor,Leonard Sykes,Financial Advisor,LPL Financial LLC Great Falls MT 417 Central Ave,leonard.sykes@lpl.com,,Salesforce
9623154,,Jajang Nurjaman,,,dianp0239@gmail.com,,List import
10925601,Inactive Investor,Sara Brennan,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11038876,Inactive Investor,Jia Jun Shaw,,Deutsche Bank Securities Inc.,jia-jun@deutschewealth.com,,Salesforce
10958431,Inactive Investor,Christina Martinez,Investment Advisor Representative,"Transamerica Financial Advisors, Inc Denver CO 1333 W 120th Ave",christina.martinez@tfaconnect.com,,Salesforce
11107714,Inactive Investor,Mark Stancil,Co-Head - Office,United Capital Financial Advisors Atlanta GA 3414 Peachtree Rd NE,mark.stancil@gs.com,,Salesforce
10861617,Inactive Investor,Olivia Elger,Financial Advisor,"Wells Fargo Clearing Services, LLC Coralville IA 501 12th Ave",olivia.obryan@wellsfargoadvisors.com,,Salesforce
10647210,,Jeremy Laufer,,,jeremy.laufer@edwardjones.com,,List Import
5576367,,Marcus Bloom,,,marcus.bloom@gmail.com,5183393719,Web Form Fillout
10884761,Inactive Investor,Matthew Moore,,TRAC Asset Management LLC Spring TX 2202 Timberlock Pl,,,Salesforce
9547228,,Christopher Gardner,,,cgardner@seia.com,,List import
10830673,Inactive Investor,Melanie Pena,Financial Advisor,LPL Financial LLC Sacramento CA 3610 American River Dr,melanie.pena@lpl.com,,Salesforce
11159425,Inactive Investor,James Taylor,Wealth Manager,Commonwealth Financial Network Wakefield MA 669 Main St,jtaylor@cfnmail.com,,Salesforce
10818185,Inactive Investor,Adam Cabrera,Private Client Advisor,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,adam.cabrera@jpmorgan.com,,Salesforce
226001,, -,,[[Unknown]],emcusga@bellsouth.net,,Initial Salesforce Import
10487308,,Brant Ferguson,"Financial Advisor, Senior Vice President - Wealth Management",UBS Financial Services Inc.,brant.ferguson@ubs.com,,List Import
225039,,Jodi Perelman,,"SunTrust Advisory Services, Inc.",jodi.l.perelman@suntrust.com,404-813-5719,
10931302,Inactive Investor,Ritia Brown,Financial Advisor,"MML Investors Services, LLC Newark OH 215 Deo Dr",rdawnbrown@financialguide.com,,Salesforce
10882131,Inactive Investor,David Damme,,Cetera Advisor Networks LLC Topeka KS 2708 NW Topeka Blvd,dammed@ceteranetworks.com,,Salesforce
9581147,,James Bocell,,,bo@dealfirst.com,,List import
10647637,,Helen De Mooy,,,helen.colbert@wellsfargoadvisors.com,,List Import
11153014,Inactive Investor,Joseph Edwards,,"Transamerica Financial Advisors, Inc Port Jefferson Station NY 200 Wilson St",joseph.edwards@tfaconnect.com,,Salesforce
217684,,Christian Villaran,,[Unknown],christian.villaran@gmail.com,,Direct
10912188,Inactive Investor,Tomelia Barnes,,Morgan Stanley Atlanta GA 5 Concourse Pkwy,,,Salesforce
11099743,Inactive Investor,Amy Hartmann,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11122573,Inactive Investor,Arthur Chambers,,"Truist Investment Services, Inc. Newport News VA 20 Hidenwood Shopping Ctr",dan.chambers@truist.com,,Salesforce
10898775,Inactive Investor,Joshua Rayhons,,Cetera Advisor Networks LLC Gilbert AZ 313 N Gilbert Rd,,,Salesforce
10605848,Inactive Investor,Richard Goldman,Managing Partner,Becker capital,richmgoldman@gmail.com,917-797-1557,Web Form Fillout
9641610,,Marcus Gassei,,,mg@maxidian.com,,List import
9628612,,Peter Viavant,,,peterviavant@hotmail.com,,List import
11064322,Inactive Investor,John Kronner,Family Wealth Director;Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Grosse Pointe MI 130 Kercheval Ave,john.m.kronner@morganstanley.com,,Salesforce
11075319,Inactive Investor,Mason Heflin,,Edward Jones San Angelo TX 2412 College Hills Blvd,,,Salesforce
10926423,Inactive Investor,Mariclare Mcentire,,Deutsche Bank Securities Inc.,mariclare@deutschewealth.com,,Salesforce
10768310,Inactive Investor,Bernard Sanders,Investment Advisor Representative,"Geneos Wealth Management, Inc. Roanoke VA 2709 Brambleton Ave SW",,,Salesforce
10826787,Inactive Investor,Brian Pfeifler,Managing Director,Morgan Stanley Palm Beach FL 450 Royal Palm Way,brian.pfeifler@morganstanley.com,,Salesforce
10606685,,Thomas Moran,"First Vice President, Senior Relationship Manager","Merrill Lynch, Pierce, Fenner & Smith Incorporated",thomas.moran@ml.com,203-861-5966,List Import
9573350,,Patrick Shaw,,,pshaw@eeadvisors.com,,List import
11193841,Inactive Investor,Jaime Bardina,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlingame CA 400 El Camino Real",jaime.bardina@ml.com,,Salesforce
11148356,Inactive Investor,Alexander Davies,,Fidelity Brokerage Services LLC,,,Salesforce
9638462,,Debbie Roeters,,,debbie.roeters@benesys.com,,List import
11293387,,xddd xdd,,,fsfsdfdscdscsd@fsdfdsfds.com,,Web Form Fillout
198743,,Greg Apel,,Self Employed,gregapel@aol.com,319.321.5200,
11213369,Inactive Investor,William Tibbals,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,will.tibbals@fmr.com,,Salesforce
9608349,,Andrew Weeraratne,,,andwe@bellsouth.net,,List import
10868057,Inactive Investor,Douglas Bean,Chief Investment Officer;Elected Manager;Partner,Private Advisory Group LLC,douglas@privateadvisory.com,,Salesforce
10910460,Inactive Investor,Eric Harwood,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",eric.harwood@schwab.com,,Salesforce
10613882,,Jill Bobigan,"Financial Advisor, Senior Vice President - Wealth Management",,jill.bobigan@ubs.com,,List Import
10618877,,Asif Fakroddin,,,asif.fakroddin@morganstanley.com,,List Import
9564197,,Ray Kamrath,,,rkamrath@strikederivatives.com,,List import
10811554,Inactive Investor,Evelyn Burrow,,PFS Investments Inc. Greenbelt MD 7505 Greenway Center Dr,evelyn.burrow@primerica.com,,Salesforce
9562500,,Julee Sarto,,,jsarto@ewmadvisors.com,,List import
59778,,Bobby Plump,Financial Professional,"Voya Financial Advisors, Inc.",bobby.plump@voyafa.com,317-255-4044,
10973536,Inactive Investor,George Windecker,Investment Advisor Representative;Manager;Trustee,Windecker Financial Planning LLC Fairfax VA Private Residence,gwindecker@windeckerfp.pro,,Salesforce
10858981,Inactive Investor,Darla Felix,Chief Compliance Officer;Chief Financial Officer;Financial Advisor;Investment Advisor Representative,S.G. Long & Company,dsmarz@sglong.com,,Salesforce
9569799,,Arif Inayatullah,,,arif_inayat@hotmail.com,,List import
11013649,Inactive Investor,Preston Morgan,,PFS Investments Inc. Allen TX 1022 S Greenville Ave,pmorgan@primerica.com,,Salesforce
11127950,Inactive Investor,Andrew Kofman,,"Avantax Investment Services, Inc. Sharon MA Private Residence",,,Salesforce
9600997,,Debbie Freeman,,,debbie@peakfinancial.net,,List import
11138204,Inactive Investor,Gregory Powell,Financial Advisor,LPL Financial LLC Birmingham AL 5825 Feldspar Way,,,Salesforce
10988478,Inactive Investor,Alexandra Noack,,LPL Financial LLC San Diego CA 4707 Executive Dr,alexandra.noack@lpl.com,,Salesforce
10760222,Inactive Investor,Daniel Weidlein,,Allen & Company LLC,dweidlein@allenco.com,,Salesforce
11160296,Inactive Investor,Heather Albert,,NYLIFE Securities LLC Boise ID 1290 W Myrtle St,haalbert@ft.newyorklife.com,,Salesforce
11086454,Inactive Investor,Ishmael Morris,,NYLIFE Securities LLC Wichita KS 245 N Waco St,imorris@ft.newyorklife.com,,Salesforce
10956156,Inactive Investor,Renee Hitchcock,,"Osaic Wealth, Inc. Nashville TN 104 Woodmont Blvd",,,Salesforce
10910017,Inactive Investor,Jose Freyre,Financial Professional,LPL Financial LLC Elm Grove WI 500 Elm Grove Rd,jose.freyre@lpl.com,,Salesforce
10867054,Inactive Investor,Charles Auer,,PFS Investments Inc. Williamsburg VA 1769 Jamestown Rd,charles.auer@primerica.com,,Salesforce
10792897,Inactive Investor,Heath Scott,Wealth Management Advisor,Robert W. Baird & Co. Incorporated Murray KY 1710 State Rte 121 N,hescott@rwbaird.com,,Salesforce
6648057,,Frances Leblac,,,nikki.man8@gmail.com,,Web Form Fillout
10919409,Inactive Investor,Kelly Trotter,,Fidelity Brokerage Services LLC Macon GA Private Residence,,,Salesforce
11114624,Inactive Investor,Bruce Ferber,,"Allstate Financial Services, LLC Malverne NY 349 Hempstead Ave",,,Salesforce
206685,,Kurt Uzbay,Managing Director / Investments,Stifel,uzbayk@stifel.com,6314921128,
11164065,Inactive Investor,Jeffrey Stanley,Financial Advisor,Edward Jones Spartanburg SC 2986 Reidville Rd,jeff.stanley@edwardjones.com,,Salesforce
9572940,,Sara Kim,,,amptkn@gmail.com,,List import
10921478,Inactive Investor,Aquiles Montoya,,State Farm VP Management Corp. San Jose CA 1762 Technology Dr,aquiles.montoya.rnqy@statefarm.com,,Salesforce
10897900,Inactive Investor,Corey Seaquist,Financial Advisor,Morgan Stanley Madison CT 741 Boston Post Rd,,,Salesforce
10647422,,Robert Nelson,,,rnelson@tiaa-cref.org,,List Import
11159742,Inactive Investor,Marguerite Strickland,,PFS Investments Inc. Beachwood OH 26949 Chagrin Blvd,marguerite.strickland@primerica.com,,Salesforce
9622827,,Kenton Weaver,,,kw89052@gmail.com,,List import
9605584,,Bobi Santoso,,,bobisantoso12@gmail.com,,List import
10830913,Inactive Investor,Matthew Molnar,Financial Advisor;Senior Vice President,Robert W. Baird & Co. Incorporated Alpharetta GA Private Residence,mmolnar@rwbaird.com,,Salesforce
10898622,Inactive Investor,Bhagwati Sangani,,"Wells Fargo Advisors Financial Network, LLC Jacksonville FL 4600 Touchton Rd E",bhagwati.sangani@wellsfargo.com,,Salesforce
11065260,Inactive Investor,Brad Thompson,,Sigma Financial Corporation San Antonio TX 401 E Sonterra Blvd,,,Salesforce
10985224,Inactive Investor,Graciela Ceja,,J.P. Morgan Securities LLC West Covina CA 100 S Vincent Ave,graciela.ceja@jpmorgan.com,,Salesforce
9611458,,Frédéric Baron,,,frederic.baron.88@gmail.com,,List import
248993,,George Ferrari,bus dev,ade,gf@alternativederivatives.com,,Manual List Upload
11202242,Inactive Investor,Christine Brogan,Regional Leader,PFS Investments Inc. Copiague NY 910 Montauk Hwy,christine.brogan@primerica.com,,Salesforce
10924239,Inactive Investor,Sylvester Brown,,"Transamerica Financial Advisors, Inc Cincinnati OH 11421 Chester Rd",sylvester.brown@transamerica.com,,Salesforce
9636424,,Jean-pierre Naegeli,,,jnaegeli@oberlandcapital.com,,List import
10941562,Inactive Investor,James Militello,,NYLIFE Securities LLC Mount Laurel NJ 3000 Atrium Way,jvmilitello@ft.newyorklife.com,,Salesforce
10878575,Inactive Investor,Bradley Doy,,LPL Financial LLC Downers Grove IL 4912 Main St,bradley.doy@lpl.com,,Salesforce
9587840,,Heather Coulter,,,heather@coyleasset.com,,List import
11207387,Inactive Investor,Alissa Quinn,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Albany NY 8 Southwoods Blvd,alissa.quinn@ubs.com,,Salesforce
181176,,Anthony Gunasekara,,[Unknown],gunasekaramalik@gmail.com,,source
11199409,Inactive Investor,Paul Ayala,Financial Advisor,Samalin Wealth,,,Salesforce
10785251,Inactive Investor,Douglas Austin,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,douglas.austin@gs.com,,Salesforce
11229197,Inactive Investor,Antonio Robinson,Personal Banker,"Fifth Third Securities, Inc. Cincinnati OH 801 Eastgate North Dr",antonio.robinson@53.com,,Salesforce
10954894,Inactive Investor,Brian Fitting,,"Cambridge Investment Research, Inc. Mogadore OH 3808 Mogadore Rd",,,Salesforce
11147024,Inactive Investor,Richard Lewis,,"Cambridge Investment Research, Inc. Morehead City NC 1210 Arendell St",clewis@cambridgesecure.com,,Salesforce
11148975,Inactive Investor,Jacob Corcoran,,"Wells Fargo Clearing Services, LLC Salt Lake City UT 299 S Main St",,,Salesforce
11117405,Inactive Investor,Mario Lepore,First Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,mario.lepore@ubs.com,,Salesforce
234736,, -,,[[Unknown]],kambal2sf@gmail.com,,
11015030,Inactive Investor,Calvin Ruiz,,Mutual of America Securities LLC Phoenix AZ 2555 E Camelback Rd,calvin.ruiz@mutualofamerica.com,,Salesforce
10802291,Inactive Investor,Will Dietz,,Commonwealth Financial Network Lake Oswego OR 696 McVey Ave,wdietz@commonwealth.com,,Salesforce
9601328,,Randy Soderberg,,,outlaw907@icloud.com,,List import
10811238,Inactive Investor,Sharla Rountree,President,Personal Benefit Financial,sharla@pbfrountree.com,,Salesforce
217765,,Kishor Akshinthala,,[Unknown],kishor.akshinthala@gmail.com,,News & Research
10861551,Inactive Investor,Lori Brandner,,State Farm VP Management Corp. Anaheim CA 8175 E Kaiser Blvd,lori.brandner.cv2z@statefarm.com,,Salesforce
9553660,,Richard Klotz,,,rklotz@royalaa.com,,List import
11216798,,Robert Everett,,,robert.everett@lpl.com,,List Import
10922504,Inactive Investor,Julieta Torres,,"Vanderbilt Securities, LLC Cypress CA 5836 Corporate Ave",,,Salesforce
226945,,George Horvath -,,George Horvath [[Unknown]],gh41500@gmail.com,,
10776101,Inactive Investor,Richard Straub,,Fidelity Brokerage Services LLC Saint Paul MN 8342 3rd St N,richard.straub@fidelity.com,,Salesforce
11044709,Inactive Investor,Chelsea Adams,,LPL Financial LLC Ogden UT 5929 Fashion Point Dr,chelsea.adams@lpl.com,,Salesforce
10793183,Inactive Investor,Richard Turner,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
10872106,Inactive Investor,Joshua Coello,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 10731 W Pico Blvd",joshua.coello2@ml.com,,Salesforce
1006156,Inactive Investor,Michael Goldberg,,Michael Goldberg,mgoldberg@montaurcap.com,9145728953,
232625,, -,,[[Unknown]],georgemonaki@gmail.com,,
10831789,Inactive Investor,Diane Free,Client Associate,UBS Financial Services Inc. San Francisco CA 555 California St,diane.free@ubs.com,,Salesforce
10988994,Inactive Investor,Jacob St. Julien,,Standard Chartered Securities North America LLC,,,Salesforce
11063099,Inactive Investor,Colleen Maldonado,Wealth Manager,Creative Planning Aurora CO Private Residence,colleen.maldonado@creativeplanning.com,,Salesforce
10780907,Inactive Investor,Julie Talbot,,Fidelity Brokerage Services LLC Latonia KY 100 Magellan Way,julie.richey@fidelity.com,,Salesforce
10995760,Inactive Investor,Luke Milone,,J.P. Morgan Securities LLC Dallas TX 3610 McKinney Ave,,,Salesforce
10619530,,Jacob Moss,,,jmoss@rcmam.com,,List Import
233838,, -,,[[Unknown]],ben.ruscitto@gmail.com,,Organic Search
10901343,Inactive Investor,Chintan Desai,Financial Advisor,"Valeo Financial Advisors, LLC",cddesai@valeofinancial.com,,Salesforce
11049884,Inactive Investor,John Kissel,,"Farmers Financial Solutions, LLC San Juan Capistrano CA 30900 Rancho Viejo Rd",jkissel@farmersagent.com,,Salesforce
9556388,,Nicolas Bourbakis,,,nicolas.bourbakis@gmail.com,,List import
9554534,,Douglas Justice,,,douglas.justice@pnc.com,,List import
11081126,Inactive Investor,Ronald Joshi,,"Northwestern Mutual Investment Services, LLC Boston MA 1 Beacon St",ronald.joshi@nm.com,,Salesforce
332740,,Mohamad Rezduan Bin Ali,,TBD,rezduanmohamad@gmail.com,0108833244,
11125859,Inactive Investor,Aiyun Zong,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Cupertino CA 19620 Stevens Creek Blvd",irene.zong@schwab.com,,Salesforce
11005589,Inactive Investor,Armando Tamez,Advice Consultant,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",armando.tamez@schwab.com,,Salesforce
10917525,Inactive Investor,Alex Dobrinska,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 330 E Kilbourn Ave",alex.dobrinska@nm.com,,Salesforce
11012025,Inactive Investor,Vinodkumar Harwani,,"Kotak Mahindra, Inc.",vinodkumar.harwani@kotak.com,,Salesforce
11115544,Inactive Investor,Catherine Irizarry,,"Wells Fargo Advisors Financial Network, LLC Kingston NY 63 Hurley Ave",,,Salesforce
11079531,Inactive Investor,Shawna Shaffer,,The Huntington Investment Company Canfield OH 11 Manor Hill Dr,shawna.shaffer@huntington.com,,Salesforce
10657764,,Eric Zaleski,,,ezaleski@pcecompanies.com,,List Import
10990961,Inactive Investor,Martin Andrada,,J.P. Morgan Securities LLC Austin TX 3267 Bee Caves Rd,martin.andrada@jpmorgan.com,,Salesforce
11201056,Inactive Investor,John Riley,Financial Advisor,"Ameriprise Financial Services, LLC Hyannis MA 105 Pleasant St",jay.riley@ampf.com,,Salesforce
374815,,Martha Theus,CPA,"Red Swan PC, Inc",martha@redswan.io,,Salesforce
9602843,,Dave Clark,,,dave.clark@purefinancial.com,,List import
10847509,Inactive Investor,Michael Murray,Wealth Advisor,Commonwealth Financial Network Iowa City IA 2346 Mormon Trek Blvd,mmurray@commonwealth.com,,Salesforce
10902506,Inactive Investor,David Kaye,,"Truist Investment Services, Inc. Alexandria VA 201 N Union St",david.kaye@truist.com,,Salesforce
10506032,,Christopher Ely,Retired,None,chris@c-ely.net,508-934-6283,List import
9580977,,Denise Riedy,,,driedy@ayco.com,,List import
11073194,Inactive Investor,Douglas Tate,,"Concurrent Investment Advisors, LLC Mandeville LA 4880 Louisiana Hwy 22",,,Salesforce
236508,, -,,[[Unknown]],klickzmarketing@gmail.com,,
11007378,Inactive Investor,Timothy Perkins,,Integrity Wealth Management,adam@iwmfl.com,,Salesforce
373447,,IVAN JUNIOR,,[Unknown],ivanluismadrid2021@gmail.com,,source
9603606,,Gertrude Piper,,,gpiper@metlife.com,,List import
11138442,Inactive Investor,Regina Reever,,"Raymond James & Associates, Inc. Colorado Springs CO 102 N Cascade Ave",regina.reever@raymondjames.com,,Salesforce
11011948,Inactive Investor,Nader Navidi Kashani,,"Allstate Financial Services, LLC Pasadena CA 254 N Lake Ave",nadernavidi-kashani@allstate.com,,Salesforce
188355,,Rae Silver,,[Unknown],rsilver@lavidamassage.com,,
11205842,Inactive Investor,Fred LeGrand,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Wayzata MN 701 Lake St E",fred.legrand@wellsfargoadvisors.com,,Salesforce
10489568,,Ross Yukolis,,Fisher Investments,ryukolis@ensignfp.com,,List Import
11034262,Inactive Investor,Woojin Shin,,"MML Investors Services, LLC San Francisco CA 1 California St",,,Salesforce
227404,, -,,[[Unknown]],pcauwels@gmail.com,,
10487540,,David Kelton,Managing Director,Morgan Stanley,david.kelton@morganstanley.com,,List Import
10876807,Inactive Investor,Jacob Hoeting,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
236275,, -,,[[Unknown]],februn@aol.com,,
241519,Inactive Investor,Jim Lowell,,Adviser Investments,jlowell@adviserinvestments.com,(617) 369-2000,Database Upload
10817936,Inactive Investor,Sam Lee,Director - Investment Advisory;Partner,"Aspiriant, LLC Los Angeles CA 11150 Santa Monica Blvd",slee@aspiriant.com,,Salesforce
11013394,Inactive Investor,Eric Mcleod,,"Principal Securities, Inc.",,,Salesforce
10951312,Inactive Investor,Anastassia Mullen,Relationship Banker,"Wells Fargo Clearing Services, LLC Issaquah WA 1190 NW Gilman Blvd",,,Salesforce
11089964,Inactive Investor,Daniel Beckwith,Co-Founder;Managing Member;Managing Partner;Regulatory Contact,Belmont Capital Group,dbeckwith@belmontcapgroup.com,,Salesforce
11008471,Inactive Investor,Brien Krank,,"Raymond James Financial Services, Inc. Fargo ND 300 NP Ave N",brien.krank@raymondjames.com,,Salesforce
11174296,Inactive Investor,Melinda Lor,,J.P. Morgan Securities LLC Oakland CA 2051 Mountain Blvd,,,Salesforce
9585732,,Richard Parry,,,rparry@tjim.com,,List import
9595739,,Scotte Carter,,,carterscotte@yahoo.com,,List import
11012462,Inactive Investor,Garrett Rothwell,,PFS Investments Inc. Dayton OH 8220 Washington Village Dr,garrett.rothwell@primerica.com,,Salesforce
11105089,Inactive Investor,Christopher Coats,Financial Advisor,Edward Jones Brighton TN 1880 Old Hwy 51 S,jason.coats@edwardjones.com,,Salesforce
9576288,,Vishal Shah,,,optin@vishalmail.com,,List import
238789,,james@orbitabox.com Fonteront,,[Unknown],james@orbitabox.com,,
10927679,Inactive Investor,Michelle Horn,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
235905,, -,,[[Unknown]],marymc13@live.co.uk,,
11095544,Inactive Investor,James Starcher,Compliance Officer;Vice President,"WesBanco Securities, Inc. Washington PA 1003 Trinity Cir",jstarcher@wesbanco.com,,Salesforce
11158735,Inactive Investor,Adrian Johnson,,"Kestra Investment Services, LLC Merrick NY 1840 Merrick Ave",,,Salesforce
10819219,Inactive Investor,Edward Schiavi,,"International Assets Advisory, LLC Albuquerque NM 5345 Wyoming Blvd NE",eschiavi@iaac.com,,Salesforce
11135698,Inactive Investor,James Wilday,Senior Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Englewood CO 6312 S Fiddlers Green Cir",wildayj@stifel.com,,Salesforce
9583966,,Eduardo Cortes,"Chief Executive Officer, Chief Investment Officer","GIA Partners, LLC.",ecortes@giallc.com,,List import
11007689,Inactive Investor,Keith Schaber,Financial Advisor,"Packerland Brokerage Services, Inc.",keith.schaber@prudential.com,,Salesforce
11038266,Inactive Investor,Brian Pulsifer,Financial Advisor,"MML Investors Services, LLC Glen Allen VA 100 Eastshore Dr",,,Salesforce
10510863,,Roman Ginis,CEO & Founder,Imperative Execution & IntelligentCross,roman.ginis@imperativex.com,,List Import
10955122,Inactive Investor,Pascal Fifi,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Urbandale IA 8525 Meredith Dr",pascal.fifi@ml.com,,Salesforce
10846719,Inactive Investor,Gregory Rothrock,,Cetera Advisor Networks LLC Albuquerque NM 7770 Jefferson St NE,rothrockg@ceteranetworks.com,,Salesforce
11180655,Inactive Investor,Chauncey Moore,,PFS Investments Inc. Chicago IL 10540 S Western Ave,chauncey.moore@primerica.com,,Salesforce
9638560,,Paul Chai,,,paulc@ksufoundation.org,,List import
10810337,Inactive Investor,Nancy Oldakowski,Client Service Associate,Morgan Stanley Worcester MA 100 Front St,nancy.oldakowski@morganstanley.com,,Salesforce
9541675,,Lara Jurgens,,,sagelilly@gmail.com,,List import
11142452,Inactive Investor,Stephenie Baker,,LPL Financial LLC Clear Spring MD 121 S Mill St,stephenie.baker@lpl.com,,Salesforce
374003,,sunil acharya,,[Unknown],sunilach68@gmail.com,,source
11195818,Inactive Investor,Bryce Meares,,"HighTower Securities, LLC Austin TX 1159 Lost Creek Blvd",bmeares@hightoweradvisors.com,,Salesforce
10835350,Inactive Investor,Barbara Wagner,,"Raymond James Financial Services, Inc. Itasca IL 500 Park Blvd",barbara.wagner@raymondjames.com,,Salesforce
10777068,Inactive Investor,Andrew Hall,Portfolio Management Associate,Morgan Stanley Boston MA 28 State St,andrew.hall@morganstanley.com,,Salesforce
9616945,,Rhon -,,,jhorhotrader@gmail.com,,List import
11029613,Inactive Investor,Gabriel Monroe,,PFS Investments Inc. Rolling Meadows IL 3701 Algonquin Rd,gmonroe@primerica.com,,Salesforce
10867824,Inactive Investor,Craig McElhaney,,State Farm VP Management Corp. Murfreesboro TN 100 E Vine St,craig.mcelhaney.cf6h@statefarm.com,,Salesforce
9554242,,Catherine Prentice,,,cprentice@beaconpointe.com,,List import
11047861,Inactive Investor,Carl Thomason,Financial Advisor;Vice President - Investments,"Wells Fargo Clearing Services, LLC Chapel Hill NC 1220 Environ Way",carl.thomason@wellsfargo.com,,Salesforce
9619287,,John Woolway,,,jwoolway@vanpartnersllc.com,,List import
11115935,Inactive Investor,Patty Walker,Senior Client Service Associate,UBS Financial Services Inc. Cincinnati OH 312 Walnut St,patty.walker@ubs.com,,Salesforce
11035880,Inactive Investor,Daveon Thomas,,LPL Financial LLC San Diego CA 4707 Executive Dr,daveon.thomas@lpl.com,,Salesforce
10885668,Inactive Investor,Joshua Garcia,Chief Compliance Officer;Investment Associate,"The Northstar Group, Inc.",,,Salesforce
10823462,Inactive Investor,John Gage,,"Mutual of Omaha Investor Services, Inc. Stillwater OK 801 S Main St",john.gage@mutualofomaha.com,,Salesforce
10891209,Inactive Investor,Nicholas Loveless,Financial Advisor,Edward Jones American Fork UT 121 W Main St,nicholas.loveless@edwardjones.com,,Salesforce
10828550,Inactive Investor,Mark Thompson,,"Parkland Securities, LLC Englewood CO 6312 S Fiddlers Green Cir",,,Salesforce
10970838,Inactive Investor,Sandra Ford,,PFS Investments Inc. Houston TX 1350 Nasa Pkwy,sford@primerica.com,,Salesforce
10486669,,Paul Bender,Financial Advisor,"Wells Fargo Clearing Services, LLC",paul.bender@wellsfargoadvisors.com,,List Import
10910543,Inactive Investor,Catherine Glock,Senior Vice President;Wealth Advisor,"Capital Advisors, Inc.",cyoung@capitaladv.com,,Salesforce
11103978,Inactive Investor,John Hamilton,,LPL Financial LLC Charlottesville VA 1415 Rolkin Ct,john.hamilton@lpl.com,,Salesforce
203983,,Robert Leshnak,"Financial Consultant, Wealth Manager",FSC Securities Corporation,rleshnak@fscadvisor.com,513-779-3777,
10786231,Inactive Investor,David Bedford,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,david.bedford@fidelity.com,,Salesforce
10989380,Inactive Investor,John Bates,,Commonwealth Financial Network Youngstown OH 4308 Belmont Ave,jbates@commonwealth.com,,Salesforce
11081406,Inactive Investor,Andrew Cardone,Financial Advisor,"Wells Fargo Clearing Services, LLC Sarasota FL 1605 Main St",andrew.cardone@wellsfargoadvisors.com,,Salesforce
11186396,Inactive Investor,Rodolfo Zamora,Financial Advisor,LPL Financial LLC Metairie LA 6620 Riverside Dr,rodolfo.zamora@lpl.com,,Salesforce
10778313,Inactive Investor,Paula Connell,,UBS Financial Services Inc. Paducah KY 5120 Village Square Dr,paula.bright@ubs.com,,Salesforce
10979685,Inactive Investor,Alden Robertson,Group Manager;Investment Advisor,Fisher Investments,a.robertson@fi.com,,Salesforce
10881907,Inactive Investor,Danielle Uy,Registered Client Service Associate,Morgan Stanley Carlsbad CA 5796 Armada Dr,,,Salesforce
11192598,Inactive Investor,Orest Taraban,Chief Compliance Officer,"Hohimer Wealth Management, LLC",otaraban@hohimerwealthmanagement.com,,Salesforce
374773,,Gabriel De La Serna,,Gabriel De La Serna,gabriel@nextriad.io,,Salesforce
9570724,,Robert Dowling,"Principal, Wealth Manager","Modera Wealth Management, LLC",robertd@moderawealth.com,201-768-4600,List import
11049704,Inactive Investor,Blake Ellis,Financial Advisor,"Wells Fargo Clearing Services, LLC Grosse Pointe MI 77 Kercheval Ave",blake.ellis@wellsfargoadvisors.com,,Salesforce
10949920,Inactive Investor,John Mumper,Private Wealth Advisor,Patina Wealth Richmond VA 2920 W Broad St,john@patinawealth.com,,Salesforce
10857480,Inactive Investor,Chance Taylor,Financial Advisor;Financial Planning Specialist,Morgan Stanley Dublin OH 545 Metro Pl S,chance.taylor@morganstanley.com,,Salesforce
11076947,Inactive Investor,Tony Lemos,Financial Advisor,"Wells Fargo Clearing Services, LLC Irvine CA 5 Park Plz",tony.lemos@wellsfargoadvisors.com,,Salesforce
10949144,Inactive Investor,Areen Minasian,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",areen.minasian@ml.com,,Salesforce
11194533,Inactive Investor,Megan Osbrink,Associate Vice President;Financial Advisor,Morgan Stanley Scottsdale AZ 14850 N Scottsdale Rd,megan.osbrink@ms.com,,Salesforce
1886035,,Samantha Bernstein,,,samantha_bernstein@brown.edu,,
10792024,Inactive Investor,John Shook,,LifeMark Securities Corp. Ocala FL Private Residence,jshook@lifemark.com,,Salesforce
11033515,Inactive Investor,Christopher Tozier,,"OneAmerica Securities, Inc. Wichita KS 216 N Waco St",,,Salesforce
45059,,Stephen Taylor,Wealth Management Consultant,Commonwealth Financial Network,staylor@commonwealth.com,407-872-3888,
10928838,Inactive Investor,Tony Sandifer,,"Transamerica Financial Advisors, Inc Saint Louis MO 1034 S Brentwood Blvd",tony.sandifer@tfaconnect.com,,Salesforce
10919384,Inactive Investor,Steven Yanofsky,,Park Avenue Securities LLC Paramus NJ 52 Forest Ave,steven_yanofsky@glic.com,,Salesforce
11065800,Inactive Investor,Bryan Brumley,,Cooper McManus White Salmon WA 107 W Jewett Blvd,,,Salesforce
10858152,Inactive Investor,Kimberly Poulos,Senior Vice President,PFS Investments Inc. Villa Park IL 1 Mid America Plz,kimberly.poulos@primerica.com,,Salesforce
11079316,Inactive Investor,Jared Matheny,,"Ameriprise Financial Services, LLC Brookfield WI 175 N Patrick Blvd",jared.matheny@ampf.com,,Salesforce
11074444,Inactive Investor,Kerner Smith,Director - Alternative Investments;Executive Financial Services Director;Financial Advisor;Workplace Advisor - Equity Compensati,Morgan Stanley New York NY 399 Park Ave,kerner.smith@morganstanley.com,,Salesforce
10993484,Inactive Investor,Kayla Santos,,"MML Investors Services, LLC Warwick RI 200 Crossings Blvd",,,Salesforce
9603775,,GEORGE MICHALOPOULOS,,,george@typhoncap.com,,List import
9605405,,Barbara Hopta,,,barbara.hopta@calibre.com,,List import
9561802,,R. Maxim,,,infinvisible@gmail.com,,List import
11120673,Inactive Investor,Alex Vincent,,"Carty & Company, Inc.",avincent@cartyco.com,,Salesforce
11196514,Inactive Investor,Scott Sawyer,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,scott.sawyer.k2s0@statefarm.com,,Salesforce
335152,,Jeffery Mowery,Member,"Mowery & Schoenfeld Wealth Management, Llc",jmowery@msllc.com,847-247-8959,Manual List Upload
10918668,Inactive Investor,Paula Doyle,,MWA Financial Services Inc. Lexington KY 1204 Winchester Rd,paula.j.doyle@mwarep.org,,Salesforce
11077373,Inactive Investor,Ross Reitsma,Financial Advisor,"Northwestern Mutual Investment Services, LLC Sioux Falls SD 2307 W 57th St",ross.reitsma@nm.com,,Salesforce
10909532,Inactive Investor,Anthony Rogers,,NYLIFE Securities LLC Miami FL 5805 Blue Lagoon Dr,arogers01@ft.newyorklife.com,,Salesforce
104769,,Darius Sit,,QCP,darius@qcp.capital,,
10618510,,Lucia Fiumara,,,rita.fiumara@ubs.com,,List Import
10802625,Inactive Investor,Peter Levinson,Senior Financial Advisor;Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 6000 Fairview Rd",peter_levinson@ml.com,,Salesforce
11023177,Inactive Investor,Beth Zucker,Partner,"Wells Fargo Advisors Financial Network, LLC Doylestown PA 2003 S Easton Rd",beth.zucker@wellsfargoadvisors.com,,Salesforce
11003338,Inactive Investor,Julia Hart,,PFS Investments Inc. Little Rock AR 3 Innwood Cir,jhart@primerica.com,,Salesforce
11092387,Inactive Investor,Ryan Wise,,"W&S Brokerage Services, Inc. Mishawaka IN 4100 Edison Lakes Pkwy",ryan.wise@wslife.com,,Salesforce
336387,,Jon Stevens,Senior Managing Director,"Nuveen Asset Management, Llc",jon.stevens@nuveen.com,312-917-7700,Manual List Upload
11055372,Inactive Investor,Toshua Barnes-Mccormick,,State Farm VP Management Corp. El Dorado Springs MO 1780 E Hwy 54,toshuabarnes-mccormick@statefarm.com,,Salesforce
10796941,Inactive Investor,Derrick Chandler,Financial Advisor;Member;Principal;Regulatory Contact,"Moisand Fitzgerald Tamayo, LLC Orlando FL 200 S Orange Ave",derrick@moisandfitzgerald.com,,Salesforce
10922071,Inactive Investor,Kendra Walden,Financial Advisor,Edward Jones Rowlett TX 3705 Lakeview Pkwy,kendra.walden@edwardjones.com,,Salesforce
11073429,Inactive Investor,Kelly Ullom,,"Osaic Wealth, Inc. Kansas City MO 3520 Broadway Blvd",,,Salesforce
209584,,Jeffrey Capas,,[Unknown],jgc555@aol.com,,Organic Search
10846190,Inactive Investor,Michael Cornwell,,Fidelity Brokerage Services LLC,michael.cornwell@fidelity.com,,Salesforce
9633895,,Matthew James,,,mtthwja@gmail.com,,List import
11038894,Inactive Investor,Devin Judd,,Citigroup Global Markets Inc.,,,Salesforce
10820182,Inactive Investor,Chase Barrett,,"Wells Fargo Clearing Services, LLC Chandler AZ 2800 S Price Rd",,,Salesforce
9549113,,Chris Guzman,,,chris.guzman@live.com,,List import
10876263,Inactive Investor,Chad Edwards,,"The Strategic Financial Alliance, Inc. Peachtree Corners GA 3930 E Jones Bridge Rd",cedwards@thesfa.net,,Salesforce
10754244,Inactive Investor,Mcguire Saffin,Investment Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 110 N Wacker Dr",mcguire.saffin@ml.com,,Salesforce
11254178,Inactive Investor,Joshua Rice,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
171202,,Michael Hall,,[Unknown],mhotrx@gmail.com,,Organic Search
11109796,Inactive Investor,Tara Kubick,,"FBL Marketing Services, LLC Lincoln KS 146 E Lincoln Ave",tara.kubick@fblfinancial.com,,Salesforce
10889989,Inactive Investor,Beenish Irshad,,Citigroup Global Markets Inc.,beenish.irshad@citigroup.com,,Salesforce
11041648,Inactive Investor,Adam Bowen,,Cetera Advisor Networks LLC Marble Falls TX 701 Avenue G,,,Salesforce
9593996,,Randy Nolander,,,randy.nolander@gmail.com,,List import
11240371,,Anthony DeFonzo,,,agdefonzo@icloud.com,,Web Form Fillout
11023378,Inactive Investor,Rachel Nutter,,"Northwestern Mutual Investment Services, LLC Skokie IL 5215 Old Orchard Rd",rachel.methling@nm.com,,Salesforce
9599144,,Freddie Geist,,,ffgeist@yahoo.com,,List import
11203954,Inactive Investor,Margaret Feinstein,,"Northwestern Mutual Investment Services, LLC Washington DC 2001 Pennsylvania Ave NW",margaret.feinstein@nm.com,,Salesforce
10920183,Inactive Investor,Thomas Rauchegger,Chief Compliance Officer;Founder,"Cramer & Rauchegger, Inc.",tom@cramerandrauchegger.com,,Salesforce
11050624,Inactive Investor,Mark Heffel,,Cetera Investment Services LLC Beloit WI 345 E Grand Ave,mark.heffel@ceterais.com,,Salesforce
11016424,Inactive Investor,Michael Roarke,Director;Investment Analyst,Robert W. Baird & Co. Incorporated Lake Oswego OR 5400 Meadows Rd,mroarke@rwbaird.com,,Salesforce
11037490,Inactive Investor,Gretchen Szustak,,"Osaic Wealth, Inc. West Chester PA 1515 W Chester Pike",,,Salesforce
10882360,Inactive Investor,Rodolfo Calderon,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Fernando CA 120 S Brand Blvd",,,Salesforce
11194049,Inactive Investor,Evan Nolan,,NYLIFE Securities LLC Schaumburg IL 2062 Lawson Rd,enolan@ft.newyorklife.com,,Salesforce
11179709,Inactive Investor,Aubrey Kemerling,Financial Advisor,Edward Jones Carroll IA 504 N Clark St,aubrey.kemerling@edwardjones.com,,Salesforce
10820367,Inactive Investor,Mohammad Fahimi,Financial Advisor,"Raymond James & Associates, Inc. Greenwich CT 3 Pickwick Plz",mohammad.fahimi@raymondjames.com,,Salesforce
9598591,,fabrizio bocciardi,,,fbocciar@yahoo.it,,List import
10776543,Inactive Investor,Chad Czerwinski,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Hartford CT 1 State St,chad.czerwinski@ubs.com,,Salesforce
11192326,Inactive Investor,Terry Kerr,Wealth Manager,Cooper McManus Covina CA 101 S Barranca Ave,,,Salesforce
11122938,Inactive Investor,Paula Gandy,,J.P. Morgan Securities LLC Baton Rouge LA 451 Florida St,paula.n.gandy@jpmorgan.com,,Salesforce
11143165,Inactive Investor,Justin Parker,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pooler GA 105 US Hwy 80 E",justin.a.parker@ml.com,,Salesforce
11219129,,Michael Kuchler,,,mrk@atalantasosnoff.com,,Other
10910866,Inactive Investor,Nicholas Rogers,,NYLIFE Securities LLC Yakima WA 3901 Kern Way,nrogers@ft.newyorklife.com,,Salesforce
11034944,Inactive Investor,Christopher Koon,,Fidelity Brokerage Services LLC,,,Salesforce
10967553,Inactive Investor,Jonathan Street,Financial Advisor,Edward Jones Elizabethton TN 504 E E St,jonathan.street@edwardjones.com,,Salesforce
10941948,Inactive Investor,Francisco Ramirez,,"Wells Fargo Clearing Services, LLC Las Cruces NM 425 S Telshor Blvd",,,Salesforce
10615751,,Anthony Peoples,,,anthony.j.peoples@jpmorgan.com,,List Import
11220527,,Ronald Sanville,,,ronald.sanville@empower-retirement.com,,Other
11105026,Inactive Investor,Richard Mattone,,"Wells Fargo Clearing Services, LLC New York NY 500 W 33rd St",,,Salesforce
10798822,Inactive Investor,David Howard,Vice President - Investments,"Raymond James & Associates, Inc. Evansville IN 7501 Eagle Crest Blvd",david.howard@raymondjames.com,,Salesforce
10785287,Inactive Investor,Jeremy Weight,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,jeremy.weight@fidelity.com,,Salesforce
10816128,Inactive Investor,Robert Bailey,,PFS Investments Inc. Belfair WA 3530 NE Old Belfair Hwy,robert.bailey@primerica.com,,Salesforce
11053291,Inactive Investor,Brendan Steinberg,Client Investment Associate,J.P. Morgan Securities LLC Lake Grove NY 2001 Nesconset Hwy,brendan.steinberg@jpmorgan.com,,Salesforce
9543414,,Emily Desimone,,,emily.desimone@fmr.com,,List import
10930073,Inactive Investor,Evan McGinnis,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
11100821,Inactive Investor,Sheri Cabral,,"Cambridge Investment Research, Inc. Honolulu HI 1003 Bishop St",,,Salesforce
44052,,Santo Agostino,,FSC Securities Corporation,sagostino@fscadvisor.com,914-681-0051,
11186059,Inactive Investor,Jennifer Hartman,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,jennifer.kuhse@fidelity.com,,Salesforce
11196122,Inactive Investor,Dominick Caprarola,,LPL Financial LLC Mount Laurel NJ 9000 Midlantic Dr,dominick.caprarola@lpl.com,,Salesforce
11046085,Inactive Investor,Joel Hochman,Managing Director;Senior Wealth Advisor,"MAI Capital Management, LLC Deerfield IL 2201 Waukegan Rd",joel.hochman@mai.capital,,Salesforce
10824801,Inactive Investor,Bradly Hinton,Associate Financial Advisor;Client Service Manager,"Ameriprise Financial Services, LLC Houston TX 11 Greenway Plz",bradly.hinton@ampf.com,,Salesforce
7038809,,Derek Andersen,,,aderek@cointelegraph.com,,Web Form Fillout
10927294,Inactive Investor,Antonio Sandoval,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,antonio_sandoval@vanguard.com,,Salesforce
11197784,Inactive Investor,Benjamin Murray,Financial Advisor,Summit Financial Strategies Inc,,,Salesforce
10756275,Inactive Investor,Brian Doruff,Assistant Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",brian.doruff@ml.com,,Salesforce
10982742,Inactive Investor,Kelsi Haugen,,Thrivent Investment Management Inc. Kalispell MT 30 2nd St E,kelsi.haugen@thrivent.com,,Salesforce
10772737,Inactive Investor,Frederic Newburger,Financial Advisor;Senior Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Metairie LA 3510 N Causeway Blvd",kirby.newburger@benjaminfedwards.com,,Salesforce
224002,,Angelo Gallo,Managing Member,"Lifelong Wealth Strategies, Llc",agallo@lifelongwealthstrategies.com,914-761-3237,Manual List Upload
10808710,Inactive Investor,Sara Lucas,Assistant Vice President;Business Manager;Registered Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Toledo OH 4908 Whiteford Rd",sara_lucas@ml.com,,Salesforce
10998532,Inactive Investor,Adam Gallant,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Grand Forks ND 600 Demers Ave",adam.gallant@usbank.com,,Salesforce
11065701,Inactive Investor,Joram Manyatta,,"Wells Fargo Clearing Services, LLC Summit NJ 190 River Rd",joram.manyatta@wellsfargo.com,,Salesforce
8130845,,YOSHIAKI NISHIKAWA,,,darlintonton@gmail.com,,Web Form Fillout
233700,, -,,[[Unknown]],njorogeroy@gmail.com,,product
372718,,Lee John,,Singapore,lzhang@cobo.com,,source
10944176,Inactive Investor,Nicholas Kruell,Financial Advisor;Insurance Coordinator,LPL Financial LLC Minneapolis MN 3601 Minnesota Dr,nicholas.kruell@lpl.com,,Salesforce
9582969,,Colleen Lindstrom,,,colleen@merriman.com,,List import
10847220,Inactive Investor,Martin Parlato,Chief Compliance Officer;President,Lighthouse Retirement,mdp@lighthouseretirement.com,,Salesforce
11077365,Inactive Investor,Paul Dominguez,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Fort Worth TX 409 Throckmorton St",,,Salesforce
11172410,Inactive Investor,Kyle Tringas,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,kyle.tringas@fmr.com,,Salesforce
225006,,Carlos Sierra,,[Unknown],calbeto.sierra@gmail.com,,Direct
11198715,Inactive Investor,Leandro Velazquez,Financial Representative,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
10995705,Inactive Investor,Brad Sorensen,Wealth Advisor,The Norden Group LLC,brad@thenordengroup.com,,Salesforce
11040016,Inactive Investor,Ysabelle Haggard,,Edward Jones Saint Louis MO 1245 JJ Kelley Memorial Dr,,,Salesforce
11042527,Inactive Investor,Aaliyah Johnston,,"Northwestern Mutual Investment Services, LLC Tampa FL 1511 N West Shore Blvd",aaliyah.womack@nm.com,,Salesforce
10778963,Inactive Investor,Marc Spiegel,Financial Advisor,"Wells Fargo Clearing Services, LLC Woodland Hills CA 21600 Oxnard St",marc.spiegel@wellsfargoadvisors.com,,Salesforce
9569427,,Henry Tiedemann,,,htcpa@tiedemanncpa.com,,List import
7712,,Kung-Hua Chang,,Individual,kunghua@gmail.com,,Webinar
11170125,Inactive Investor,Caleb Phillips,,"Wells Fargo Clearing Services, LLC Miamisburg OH 10100 Innovation Dr",,,Salesforce
55422,,Christopher Frost,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",chris.frost@transamerica.com,480-751-9247,
9567411,,Craig Roslien,,,croslien@ft.newyorklife.com,,List import
9618181,,Akshay Kumar,,,kumar@darsana.com,,List import
4155581,,Jaya Sena,,,jayasena@gmail.com,,Web Form Fillout
10884839,Inactive Investor,Dean Giella,,"Cambridge Investment Research, Inc. Melville NY 445 Broadhollow Rd",dgiella@cambridgesecure.com,,Salesforce
11130635,Inactive Investor,Andrea Shortino,Financial Advisor,"Ameriprise Financial Services, LLC Englewood CO 16 Inverness Pl E",andrea.l.shortino@ampf.com,,Salesforce
10902780,Inactive Investor,Ronald Pinckard,,"Cambridge Investment Research, Inc. Austin TX 6012 W William Cannon Dr",,,Salesforce
11130624,Inactive Investor,Cameron Kossen,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Walnut Creek CA 200 Pringle Ave",cameron.2.kossen@ampf.com,,Salesforce
10907824,Inactive Investor,Allison Stewart,Investment Advisor,Omega Financial Investments & Insurance,allison@omega-financial.com,,Salesforce
10971580,Inactive Investor,Evelin Barbachan,,J.P. Morgan Securities LLC Miami FL 13701 SW 88th St,evelin.barbachan@jpmorgan.com,,Salesforce
216454,,SHENG YUN,,[Unknown],cvcg67116@gmail.com,,Event
10893619,Inactive Investor,Brian Gilmore,Vice President;Wealth Advisor,William Blair,bgilmore@williamblair.com,,Salesforce
11078832,Inactive Investor,Samuel Schaefer,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10927021,Inactive Investor,Jonathan Tully,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
214303,,Louis Christofi,,[Unknown],louischristofi01@gmail.com,,Content
220824,,Mohammed Alahmri,,[Unknown],moalahmari.c@hotmail.com,,Direct
10615532,,Giro Maddaluna,"Financial Advisor, Financial Planner, Financial Services Professional",,gmaddaluna@gmail.com,,List Import
11046261,Inactive Investor,Gregory Schultz,,Cetera Financial Specialists LLC Woodridge IL 6808 Hobson Valley Dr,gregory.schultz@ceterafs.com,,Salesforce
11197926,Inactive Investor,Gurgen Terlemezian,,J.P. Morgan Securities LLC Scottsdale AZ 15415 N 65th Pl,gurgen.terlemezian@jpmorgan.com,,Salesforce
9582752,,Bennet Grill,,,bennet@bluewolfcapital.com,,List import
10487303,,Bernard Paul,Senior Wealth Strategy Associate,UBS Financial Services Inc.,mark.paul@ubs.com,,List Import
9576234,,Monica Holtgrewe,,,monica.holtgrewe@captrustadvisors.com,,List import
248318,,Isabella Freyre,Relationship Manager,BTG Pactual US Capital LLC,isabella.freyre@btgpactual.com,,Manual List Upload
10789572,Inactive Investor,Gary Slaven,Retirement Plan Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 50 N Laura St",stephen_slaven@bofa.com,,Salesforce
11025399,Inactive Investor,Michael Dobrzynski,,LPL Financial LLC Highland IN 2845 45th St,mike.dobrzynski@lpl.com,,Salesforce
11016168,Inactive Investor,Matthew Adams,Partner;Wealth Advisor,Corient San Diego CA 12265 El Camino Real,matthew.adams@corient.com,,Salesforce
10986161,Inactive Investor,Jaslynn Baldwin,,Park Avenue Securities LLC Honolulu HI 500 Ala Moana Blvd,,,Salesforce
10943411,Inactive Investor,Alexander Svoyskiy,,Perella Weinberg Partners LP,alexanders@pwpartners.com,,Salesforce
10487773,,Derek Maupin,"Portfolio Manager, Research Analyst, Senior Research Analyst, Vice President",Hodges Capital Management Inc,dmaupin@firstdallas.com,,List Import
10857290,Inactive Investor,Richard Jakotowicz,Chief Compliance Officer;Director;Director - Financial Planning,"Benchmark Financial, LLC",,,Salesforce
11092553,Inactive Investor,Jack Rosely,Senior Vice President - Wealth Management,UBS Financial Services Inc. Farmington MI 32300 Northwestern Hwy,jack.rosely@ubs.com,,Salesforce
10844457,Inactive Investor,Deepak Alur,Financial Advisor,"M Holdings Securities, Inc. Fort Lee NJ 2185 Lemoine Ave",,,Salesforce
10834293,Inactive Investor,Ernest Velez,Financial Advisor;Vice President,"Ameriprise Financial Services, LLC Boca Raton FL 5200 Town Center Cir",ernest.x.velez@ampf.com,,Salesforce
11022997,Inactive Investor,Sahar Sajadi,,J.P. Morgan Securities LLC Redwood City CA 272 Redwood Shores Pkwy,sahar.sajadi@jpmorgan.com,,Salesforce
11107424,Inactive Investor,Eric Dobrzynski,,MissionSquare Investment Services,,,Salesforce
11072647,Inactive Investor,Charles Milner,Financial Advisor;Financial Planning Specialist,Morgan Stanley Atlanta GA 5 Concourse Pkwy,charles.milner@morganstanley.com,,Salesforce
9544587,,Michael O'Neil,,,moneil@kaynecapital.com,,List Import
10488962,,John Bourgeois,Financial Advisor,Edward Jones Plano TX 5301 Village Creek Dr,markwood@live.com,972-758-9602,List Import
9548566,,Matteo Jin,,,jinmatteo@gmail.com,,List import
10986763,Inactive Investor,Richard Landaeta Amaya,,PFS Investments Inc. Houston TX 1400 Broadfield Blvd,rlandaeta-amaya@primerica.com,,Salesforce
11205990,Inactive Investor,Claude Lane,,"Raymond James & Associates, Inc.",,,Salesforce
11131227,Inactive Investor,Michael Burke,Financial Advisor;Senior Vice President - Wealth Management,Morgan Stanley Woodland Hills CA 21650 Oxnard St,michael.n.burke@morganstanley.com,,Salesforce
11211051,Inactive Investor,James Lebrun,,Stonex Securities Inc. Ames IA Private Residence,,,Salesforce
10796355,Inactive Investor,Garth Holbert,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",garth.holbert@rbc.com,,Salesforce
11136873,Inactive Investor,William Avery,Market Director;Senior Vice President - Wealth Management,UBS Financial Services Inc. Birmingham MI 325 N Old Woodward Ave,william.avery@ubs.com,,Salesforce
11222721,,Carol Malnick,,,cmalnick@bostoncommonasset.com,,List Import
201484,,Suneel Yeluru,,[Unknown],syeluru@hotmail.com,,Organic Search
11178652,Inactive Investor,Jill Gavin,,MWA Financial Services Inc.,jill.e.hays@mwarep.org,,Salesforce
11138461,Inactive Investor,Deepal Shah,Financial Advisor,"Pruco Securities, LLC. Syracuse NY 5789 Widewaters Pkwy",deepal.shah@prudential.com,,Salesforce
10987104,Inactive Investor,Howard Richards,,PFS Investments Inc. Ellicott City MD 8480 Baltimore National Pike,hrichards@primerica.com,,Salesforce
10862379,Inactive Investor,Peter Bender,,"Avantax Investment Services, Inc. Saginaw MI 5300 Bay Rd",peter.bender@avantax.com,,Salesforce
11093777,Inactive Investor,Diego Dura Ballester,,NYLIFE Securities LLC Charleston SC 200 Meeting St,dduraballest@ft.newyorklife.com,,Salesforce
9627832,,Allison Westmacott,,,awestmacott@gmail.com,,List import
9583523,,Elizabeth Dhillon,,,e.dhillon@fi.com,,List import
9624116,,Cindy Kerr,,,cindygkerr78@icloud.com,,List import
223395,,Vasu Sachdeva,"Analyst, Corporate Actions",Questrade Financial Group,sachdeva.vasu.in@gmail.com,,
11116726,Inactive Investor,Paul Plesser,,"MML Investors Services, LLC Greenvale NY 2200 Northern Blvd",,,Salesforce
103429,,John Honis,President And Chief Compliance Officer,"Rand Advisors, Llc",jhonis@randadvisors.com,214-335-7969,Manual List Upload
11072240,Inactive Investor,Nam Choi,Senior Financial Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",nam.choi@schwab.com,,Salesforce
10817257,Inactive Investor,Nathan Neely,,Fidelity Brokerage Services LLC Durham NC 7011 Fayetteville Rd,nathan.neely@fidelity.com,,Salesforce
11218789,,Michael Schaps,,,michael.schaps@hpo.com,,Other
10931901,Inactive Investor,Robert Jones,Chief Compliance Officer;Financial Advisor;Manager;Regulatory Contact,Investor Advisory Group,robert@theiag.com,,Salesforce
11172618,Inactive Investor,T. Cropp,,Fidelity Brokerage Services LLC Arlington TX Private Residence,,,Salesforce
11103953,Inactive Investor,Alexander Storbeck,,LPL Financial LLC Camp Hill PA 4000 Market St,alexander.storbeck@lpl.com,,Salesforce
11203268,Inactive Investor,Nathan Daniel,,PFS Investments Inc. Reidsville GA 445 W Brazell St,nathandaniel@primerica.com,,Salesforce
9588107,,Phongnarin Phothisoda,,,narin0797@gmail.com,,List import
11062287,Inactive Investor,Sean Tamm,Financial Advisor,Edward Jones Deland FL 138 W New York Ave,sean.tamm@edwardjones.com,,Salesforce
11027460,Inactive Investor,Austin Adams,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
11137722,Inactive Investor,Tuyen Nguyen,,"Transamerica Financial Advisors, Inc Baton Rouge LA 2798 Oneal Ln",tuyen.nguyen@tfaconnect.com,,Salesforce
9587888,,Jeffrey Bangerter,,,jeffrey@bangerterfinancial.com,,List import
11045660,Inactive Investor,Mark Johnson,,"Osaic FA, Inc. Milford DE 268 Milford Harrington Hwy",mark.johnson@lfg.com,,Salesforce
10839512,Inactive Investor,John Teti,,"Equitable Advisors, LLC Bala Cynwyd PA 1 Belmont Ave",john.teti@equitable.com,,Salesforce
9542352,,Bruce Earle,,,bdearle07@gmail.com,,List import
9625373,,Dan Granirer,,,dgranirer@gmail.com,,List import
11128267,Inactive Investor,Juan Gomez,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 2800 Post Oak Blvd",,,Salesforce
10869820,Inactive Investor,Matthew Oakes,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
11207347,Inactive Investor,Dwight Erskine,,"Raymond James Financial Services, Inc. Effingham IL 300 E Washington Ave",,,Salesforce
11221501,,Ronald Taylor,,,rtaylor@americanportfolios.com,,List Import
9546811,,Robert Meng,,,robert@saratogarim.com,,List import
10960743,Inactive Investor,Danielle Morriss,Associate Wealth Advisor,LPL Financial LLC Seattle WA 319 1st Ave S,danielle.morriss@lpl.com,,Salesforce
10785999,Inactive Investor,Noel Allan,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Portland OR 820 SW Morrison St",noel.allan@schwab.com,,Salesforce
9625901,,Alexander (Alec) Wright,,,alec.wright@xanderllc.com,,List import
335213,,Tanya Pulver,Managing Partner,Pulver Capital Management Llc,tanya@pulvercap.com,908-795-3069,Manual List Upload
10953709,Inactive Investor,Erik Rayno,,Goldman Sachs & Co. Saratoga Springs NY 321 Broadway,,,Salesforce
11155284,Inactive Investor,Wendy Kouvaras,,Sigma Financial Corporation Wooster OH 4329 Cleveland Rd,wkouvaras@sigmarep.com,,Salesforce
10808376,Inactive Investor,Kevin Krugel,Financial Advisor,"Ameriprise Financial Services, LLC Wilkes Barre PA 100 N Wilkes Barre Blvd",kevin.j.krugel@ampf.com,,Salesforce
11047770,Inactive Investor,Mark Taylor,,Cetera Advisor Networks LLC San Bruno CA Private Residence,taylorm@ceteranetworks.com,,Salesforce
11077057,Inactive Investor,Jeffrey Boettner,,J.P. Morgan Securities LLC Tucson AZ 6000 N Oracle Rd,jeffrey.boettner@jpmorgan.com,,Salesforce
10912572,Inactive Investor,Caden Burchard,,Fidelity Brokerage Services LLC Englewood CO 6501 S Fiddlers Green Cir,,,Salesforce
225809,, -,,[[Unknown]],w.boyette1@gmail.com,,Initial Salesforce Import
11180333,Inactive Investor,Debra Mesle,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Chesterfield MO 400 Chesterfield Ctr",debra_mesle@ml.com,,Salesforce
10755385,Inactive Investor,Ryan Sangster,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Annapolis MD 1 Park Pl",ryan.sangster@ml.com,,Salesforce
11139338,Inactive Investor,Joe Rowland,Senior Vice President - Investments,"Raymond James & Associates, Inc. Nashville TN 1033 Demonbreun St",joe.rowland@raymondjames.com,,Salesforce
11068935,Inactive Investor,Diondra Creswell,,State Farm VP Management Corp. Greenville SC 3505 Pelham Rd,diondracreswell@statefarm.com,,Salesforce
169135,,Jeff Baietto,,[Unknown],jeff@injoyglobal.com,,Paid Social
11100652,Inactive Investor,Barbara Frosch,,LPL Financial LLC Oshkosh WI 50 Pearl Ave,barbara.frosch@lpl.com,,Salesforce
10834846,Inactive Investor,Wesley Oliver,Financial Advisor,Edward Jones Rockwall TX 4232 Ridge Rd,wesley.oliver@edwardjones.com,,Salesforce
10982441,Inactive Investor,Hing Tang,,"Allstate Financial Services, LLC Philadelphia PA 50 N 9th St",hingtang@allstate.com,,Salesforce
9586502,,John Bennett,,,bennett.john@principal.com,,List import
10816557,Inactive Investor,Brent Elliott,,"Osaic Wealth, Inc. Greensboro NC 701 Green Valley Rd",,,Salesforce
91063,,Donald Wilson,,Omnis Health life,dcwilson23@gmail.com,6784370824,Organic Search
10916310,Inactive Investor,Scott Sakata,,"Lion Street Financial, LLC Kamuela HI 65-1230 Mamalahoa Hwy",ssakata@lionstreet.com,,Salesforce
191413,,Nicholas Tanzi,,GPX Global Systems,nmartint1958@icloud.com,9736705183,
11071346,Inactive Investor,Eric Brown,Vice President - Investments,"Benjamin F. Edwards & Company, Inc. Middletown RI 272 Valley Rd",eric.brown@benjaminfedwards.com,,Salesforce
9627671,,Luis Sanabria,,,luissana33426biz@gmail.com,,List import
10394537,,Minata Deme,,,minademe313@gmail.com,,Web Form Fillout
11161701,Inactive Investor,Kimberli Lancaster,,"MML Investors Services, LLC Madison WI 1241 John Q Hammons Dr",kimlancaster@financialguide.com,,Salesforce
9614323,,Neil Watson,,,neilw@leithwheeler.com,,List import
9622745,,sathish Duvvuru,,,sathishduvvuru@gmail.com,,List import
10612160,,Brett Matschke,Private Wealth Advisor,,brett@monecoadvisors.com,,List Import
10852428,Inactive Investor,Edward Smith,Chief Compliance Officer;Investment Advisor;President,"Smith Capital Management, LLC",info@smithcapmanagement.com,,Salesforce
11006735,Inactive Investor,David Francesangelo,,State Farm VP Management Corp. Richardson TX 1415 State St,,,Salesforce
11200174,Inactive Investor,Turner Pool,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11154571,Inactive Investor,Christina Davidson,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
9543171,,Jeffrey Apps,,,japps@simondavisinc.com,,List import
9611530,,Jonathan Desautels,,,jonathan.desautels@m-files.com,,List import
11053228,Inactive Investor,Tracy Irvine,,State Farm VP Management Corp. Conroe TX 4900 W Davis St,tracy.irvine.jrnp@statefarm.com,,Salesforce
116669,,Benjamin West,,"Prime Capital Investment Advisors, LLC",bwest@pciawealth.com,913-709-5974,
10815278,Inactive Investor,Joseph Ricotta,,Citigroup Global Markets Inc. North Palm Beach FL 11521 US Hwy 1,joseph.ricotta@citigroup.com,,Salesforce
10783818,Inactive Investor,Angela Dement,,J.P. Morgan Securities LLC Lexington KY 201 E Main St,angela.jo.corns@jpmorgan.com,,Salesforce
10939074,Inactive Investor,Jessica Marchesini,Compliance Advisor,Commonwealth Financial Network San Diego CA 600 W Broadway,jwarner@cfnmail.com,,Salesforce
11078602,Inactive Investor,Suzy Salman,Wealth Management Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Pasadena CA 800 E Colorado Blvd",suzy_salman@ml.com,,Salesforce
10776493,Inactive Investor,Kenneth Martin,Family Wealth Advisor;Financial Advisor;First Vice President,Morgan Stanley Boston MA 28 State St,kenneth.martin@morganstanley.com,,Salesforce
11097082,Inactive Investor,Edward King,Chief Compliance Officer;Financial Advisor;Partner,"Graney& King, LLC",eking@graneyking.com,,Salesforce
10841640,Inactive Investor,James Ulman,Financial Advisor,LPL Financial LLC Towson MD Private Residence,james.ulman@lpl.com,,Salesforce
11172145,Inactive Investor,Dianne Racz,,Fidelity Brokerage Services LLC Grand Blanc MI 10811 S Saginaw St,,,Salesforce
10770414,Inactive Investor,Melissa Hamilton,,Janney Montgomery Scott LLC New Hope PA 6236 Lower York Rd,melissahamilton@janney.com,,Salesforce
11001093,Inactive Investor,Walter Straube,,"Osaic Wealth, Inc. Atlanta GA 1050 Crown Pointe Pkwy",,,Salesforce
10942027,Inactive Investor,Patrick Nagle,,"Northwestern Mutual Investment Services, LLC Downers Grove IL 1901 Butterfield Rd",patrick.nagle@nm.com,,Salesforce
10796267,Inactive Investor,Shaw Collins,Talent Acquisition Consultant,"OneAmerica Securities, Inc. Merrillville IN 200 W 84th Dr",,,Salesforce
9553952,,William Parkinson,,,wparkinson@massmutual.com,,List import
1006286,Inactive Investor,Mate mate@bitcoin.com,,Bitcoin.com,mate@bitcoin.com,,
11221907,,Denis Curcio,,,dcurcio@wealthenhancement.com,,List Import
10935516,Inactive Investor,Matthew Stein,,Evercore Group L.L.C.,matthew.stein@evercore.com,,Salesforce
11133506,Inactive Investor,Daniel Gurian,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,daniel.gurian@ubs.com,,Salesforce
9556818,,Stephen Molen,,,steve.molen@thrivent.com,,List import
242709,,Peter Burbank,Chief Credit Officer,[Unknown],burbank_peter@hotmail.com,4.47881E+11,Database Upload
11003535,Inactive Investor,Kristin Stutz,,NYLIFE Securities LLC Black River Falls WI Private Residence,kstutz@ft.newyorklife.com,,Salesforce
11229239,Inactive Investor,Alden Richards,,Janney Montgomery Scott LLC Atlanta GA 1230 Peachtree St NE,,,Salesforce
10899357,Inactive Investor,John Russo,,"Allstate Financial Services, LLC",johnrusso@allstate.com,,Salesforce
9623269,,Vincent Campagna,,,v.campagna@wafra.com,,List import
9558961,,Richard Horwitch,,,horwitch.richard@ntrs.com,,List import
10910372,Inactive Investor,Kara Downing,Chief Compliance Officer;Co-Founder;Financial Planner;Managing Member,"Endeavor Wealth Advisors, LLC",kara@endeavorwa.com,,Salesforce
54611,,Kelly Fellows,Financial Consultant,Thrivent Investment Management Inc.,kelly.fellows@thrivent.com,651-288-7580,
10769637,Inactive Investor,Carrie McKinney,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
10485017,,John Alban,"Chief Executive Officer (as Of 1, 2019) And Chief Operating Officer","Cushing Asset Management, Lp",jcryer@swankcapital.com,,List import
11138518,Inactive Investor,Andrew Kropp,Wealth Management Intern,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,,,Salesforce
10568479,,William Howard,,,wch54230@gmail.com,,Web Form Fillout
9590411,,Thanyalak Kingnok,,,thanyalak6656@gmail.com,,List import
10975878,Inactive Investor,Mark Pritchard,,State Farm VP Management Corp. Atlanta GA 241 Perimeter Center Pkwy NE,markpritchard@statefarm.com,,Salesforce
10775848,Inactive Investor,Gregory Hilgenberg,Financial Advisor,PNC Investments Grayslake IL 202 Center St,gregory.hilgenberg@pnc.com,,Salesforce
9570369,,Tiffany Tinajero,,,tiffanytinajero1@gmail.com,,List import
10944669,Inactive Investor,Yuvraj Singh,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh NC 4242 Six Forks Rd",,,Salesforce
11004563,Inactive Investor,Harny Rios,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,harny_rios@vanguard.com,,Salesforce
10910608,Inactive Investor,Nevin Kaul,,Kirk Capital Advisors LLC,,,Salesforce
10856084,Inactive Investor,Marcus Meder,Financial Advisor,Edward Jones Fergus Falls MN 108 N Cascade St,marcus.meder@edwardjones.com,,Salesforce
9566094,,Martins Egenamba,,,n3rdactiv8@gmail.com,,List import
9595387,,Andrew Meacham,,,ameacham437@gmail.com,,List import
10658665,,Erik Krueger,,,erik.krueger@nm.com,,List Import
11230128,Inactive Investor,Krystal Pierce,,NYLIFE Securities LLC Frisco TX 2600 Network Blvd,kbpierce@ft.newyorklife.com,,Salesforce
9585106,,Melissa Faller,,,faller.melissa@gmail.com,,List import
11060736,Inactive Investor,Mikhail Mikhail,,NYLIFE Securities LLC Riverside CA 4204 Riverwalk Pkwy,mmikhail01@ft.newyorklife.com,,Salesforce
10837681,Inactive Investor,Kevin Dunn,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Burlington MA 25 Mall Rd",kevin.b.dunn@ml.com,,Salesforce
9555442,,Daniel Saavedra,,,daniel.saavedra@fmr.com,,
9599968,,Jose Ramos,,,joe.ramos@ymail.com,,List import
11121179,Inactive Investor,Michael Doniger,,"The Leaders Group, Inc.",,,Salesforce
10508236,,Bianca Palmerini,Institutional Trader,Flow Traders,bpalmarini@us.flowtraders.com,,List Import
11078548,Inactive Investor,William Hatchett,,"Farmers Financial Solutions, LLC Lubbock TX 5124 82nd St",ghatchett1@farmersagent.com,,Salesforce
11095148,Inactive Investor,Bryan Sargent,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 1600 Golf Rd",,,Salesforce
10779895,Inactive Investor,Laura Cabo,,Morgan Stanley,laurac@morganstanley.com,,Salesforce
9564296,,Elizabeth Borger,,,elizabeth.borger@stifel.com,,List import
11080732,Inactive Investor,Alim Ozbilge,,Goldman Sachs & Co. Morristown NJ 320 Headquarters Plz,,,Salesforce
9548212,,Zenz van der Wielen,,,zenzvdwielen@gmail.com,,List import
9557135,,Norman Michaud,,,nmichaud7@gmail.com,,List import
11127596,Inactive Investor,Seumas Mcmorris,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
11130452,Inactive Investor,Angela Wheeler,,"Osaic Wealth, Inc. Granite Bay CA 9960 Village Center Dr",,,Salesforce
11060034,Inactive Investor,Terry Buczkowski,Chartered Financial Consultant,GWN Securities Inc. Jacksonville FL 13500 Sutton Park Dr S,tbuczkowski@gwnsecurities.com,,Salesforce
11093492,Inactive Investor,Russell Smith,Financial Advisor,"Ameriprise Financial Services, LLC Downers Grove IL 2001 Butterfield Rd",russ.smith@ampf.com,,Salesforce
11076284,Inactive Investor,Caroline Moyer,Private Wealth Advisor,"Synovus Securities, Inc. Columbus GA 1695 Whittlesey Rd",carolinemoyer@synovus.com,,Salesforce
10991591,Inactive Investor,Wesley Leighton,Financial Advisor,Means Wealth Management,wes.leighton@meanswealth.com,,Salesforce
9584729,,Wesley Shields,,,wesley.shields@securitiesamerica.com,,List import
11009706,Inactive Investor,Jennefer Credo,,PFS Investments Inc. Fontana CA 7740 Edison Ave,jcredo@primerica.com,,Salesforce
11187719,Inactive Investor,John Suits,,Janney Montgomery Scott LLC Albany NY 22 Corporate Woods Blvd,jsuits@jmsonline.com,,Salesforce
11022233,Inactive Investor,Robert Gentner,,Founders Financial Securities LLC Lansing MI 801 S Waverly Rd,,,Salesforce
10956888,Inactive Investor,Claire Gallic,,Goldman Sachs & Co.,,,Salesforce
9584875,,Kenneth Gutwillig,,,ken@findec.net,,List import
9609877,,TROY HASELIP,,,thaselip@gmail.com,,List import
10864626,Inactive Investor,Michael Zeller,Financial Professional,LPL Financial LLC Jacksonville FL 4530 Saint Johns Ave,m.zeller@lpl.com,,Salesforce
10882203,Inactive Investor,Lloyd Davis,Financial Advisor;Vice President,"Wells Fargo Clearing Services, LLC Miami FL 19950 W Country Club Dr",lloyd.m.davis@wellsfargoadvisors.com,,Salesforce
11135145,Inactive Investor,Anthony Midili,Executive Vice President;Financial Advisor,Janney Montgomery Scott LLC Marlton NJ 6000 Sagemore Dr,amidili@janney.com,,Salesforce
346418,,Nick Allen,Research Analyst,"Covington Investment Advisors, Inc.",nallen@covingtoninvestment.com,724-238-0151,Manual List Upload
11208403,Inactive Investor,Peter Hynes,,"Verity Investments, Inc.",phynes@verityinvest.com,,Salesforce
9545061,,John Mandel,,,john.mandel@voyafa.com,,List import
11096886,Inactive Investor,Samantha Schlinger,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",samantha.schlinger@nm.com,,Salesforce
11152474,Inactive Investor,Bernie Click,,"Osaic Wealth, Inc. Irvine CA 2338 Scholarship",,,Salesforce
342643,,Michael Holmes,Partner,"Bridgefront Capital, Llc",mholmes@bridgefront.capital,512-623-7700,Manual List Upload
11046993,Inactive Investor,Michael Riddell,Financial Planner,"Northeast Planning Associates, Inc.",mriddell@northeastplanning.com,,Salesforce
9541497,,Dheeraj Bisht,,,dheerajbisht1992@gmail.com,,List import
11218555,,Andrew Miedler,,,andy.miedler@edwardjones.com,,List Import
10848082,Inactive Investor,Patrick Daily,Financial Advisor,"Ameriprise Financial Services, LLC Honolulu HI 1585 Kapiolani Blvd",patrick.daily@ampf.com,,Salesforce
11212042,Inactive Investor,Brendon Pierce,,Commonwealth Financial Network Oak Brook IL 903 Commerce Dr,bpierce@cofgroup.com,,Salesforce
10755897,Inactive Investor,Joseph Bombard,Financial Advisor,"Wells Fargo Clearing Services, LLC Syracuse NY 500 Plum St",joseph.r.bombard@wellsfargoadvisors.com,,Salesforce
333614,,Jeffrey Kacal,,Mercer Global Advisors Inc.,jkacal@merceradvisors.com,,
9572700,,William Richter,,,wrichter@cerberuscapital.com,,List import
11086031,Inactive Investor,Hugh Willson,,NYLIFE Securities LLC Knoxville TN 265 Brookview Centre Way,hmwillson@ft.newyorklife.com,,Salesforce
10620075,,Gregory Osko,,,gosko@tcwealthpartners.com,,List Import
10961011,Inactive Investor,Michael Teater,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10866505,Inactive Investor,Jason Rozenboom,Financial Advisor,Edward Jones Pella IA 702 Liberty St,jason.rozenboom@edwardjones.com,,Salesforce
11187423,Inactive Investor,Vincent Russo,,Goldman Sachs & Co. Norwalk CT 20 Glover Ave,,,Salesforce
9630052,,Bar?? Y?ld?r?m,,,bayildirim88@gmail.com,,List import
372190,,EROL Altunbay,,United States,erolaltunbay@yahoo.com,,Salesforce
345042,,Scott Cawood,Chief Executive Officer And Chief Investment Officer,Arbor Investment Advisors,scottcawood@arborinvest.com,336-777-1677,Manual List Upload
11106781,Inactive Investor,John Frederick,Owner,Financial Filosophy,,,Salesforce
10906414,Inactive Investor,Thomas Sung,,Abacus International Capital Corp.,thomassung@abacusbank.com,,Salesforce
10828399,Inactive Investor,Bryan Welbaum,Executive Financial Services Director;Portfolio Management Director;Senior Investment Management Consultant;Senior Vice Presiden,Morgan Stanley Irvine CA 1901 Main St,bryan.welbaum@morganstanley.com,,Salesforce
10923589,Inactive Investor,Luis Corral,,State Farm VP Management Corp. Richardson TX 1415 State St,luis.corral.rqr9@statefarm.com,,Salesforce
10981994,Inactive Investor,Diana Hunter,Investment Advisor Representative,Belpointe Asset Management LLC Orem UT Private Residence,diana.hunter@belpointewealth.com,,Salesforce
11059065,Inactive Investor,Stephen Cote,Financial Advisor,LPL Financial LLC Spokane WA 421 W Riverside Ave,steve.cote@lpl.com,,Salesforce
9596465,,Jacqi Witte,,,jacqiwitte@gmail.com,,List import
10820216,Inactive Investor,Randall Kaup,,"Avantax Investment Services, Inc. Coldwater OH 815 W Main St",,,Salesforce
11106409,Inactive Investor,Kimberly Roper,,"Cambridge Investment Research, Inc. Clearwater FL 2627 McCormick Dr",,,Salesforce
9591065,,Arthur Parker,,,yakzulla802@gmail.com,,List import
11071969,Inactive Investor,Kevin Quinley,Financial Advisor,LPL Financial LLC Salina KS 1041 S Ohio St,kevin.quinley@lpl.com,,Salesforce
11009763,Inactive Investor,Jeremy Schmidt,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,jeremy_schmidt@vanguard.com,,Salesforce
11235906,Inactive Investor,Olivia Grossman,Chief Operating Officer,"AdviceOne Advisory Services, LLC",,,Salesforce
10644062,,Carla Nitz,,,carla.nitz@lpl.com,,List Import
9623040,,Rajendra Baheria,,,baheria@gmail.com,,List import
11199767,Inactive Investor,Tyler Leve,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",,,Salesforce
11142932,Inactive Investor,Ronnie Jesse,Financial Solutions Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 8100 Forsyth Blvd",ronnie.jesse@ml.com,,Salesforce
9639880,,Todd Walker,,,twalker@tde.org,,List import
11067309,Inactive Investor,Lu Li,Financial Professional;Financial Services Representative,"Transamerica Financial Advisors, Inc Chicago IL 3500 S Morgan St",lu.li@transamerica.com,,Salesforce
10917018,Inactive Investor,Marites Avila,,Commonwealth Financial Network Elk Grove CA 2234 Longport Ct,mavila@commonwealth.com,,Salesforce
342294,,Amy Urquhart,"Managing Member, Director","Websterrogers Financial Advisors, Llc",afisher@websterrogers.com,843-665-6321,Manual List Upload
11179427,Inactive Investor,Shelley Abusukheila,,"Wells Fargo Clearing Services, LLC Eugene OR 1590 Coburg Rd",,,Salesforce
10910275,Inactive Investor,Gary Sjurset,,"First Command Brokerage Services, Inc. Alexandria VA 5285 Shawnee Rd",gasjurset@firstcommand.com,,Salesforce
10619631,,Dennis Kiley,,,dennis.kiley@nuveen.com,,List Import
11130992,Inactive Investor,Taisly Curtis,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,,,Salesforce
9589981,,John Ohsner,,,john@heximer.net,,List import
10866532,Inactive Investor,Kenneth Mills,Financial Advisor,Edward Jones Clifton TX 402 N Avenue G,kenneth.mills@edwardjones.com,,Salesforce
11016696,Inactive Investor,Maryellen Fish,District Leader,PFS Investments Inc. Londonderry NH 25 Nashua Rd,mfish@primerica.com,,Salesforce
232253,, -,,[Unknown],suzestuff22@gmail.com,,
11007769,Inactive Investor,Jessica Mericle,,"FBL Marketing Services, LLC Fort Dodge IA 1812 Central Ave",jessica.mericle@fblfinancial.com,,Salesforce
10868111,Inactive Investor,Jacob Zuniga,Wealth Advisor,Wealthcare Advisory Partners LLC Alpharetta GA 5755 N Point Pkwy,,,Salesforce
10835528,Inactive Investor,Jared Levy,,"MML Investors Services, LLC Elmsford NY 565 Taxter Rd",,,Salesforce
10913201,Inactive Investor,Jason Ogden,Financial Advisor,Edward Jones Saint Clairsville OH 50966 National Rd,jason.ogden@edwardjones.com,,Salesforce
10901025,Inactive Investor,Steven Forehan,,Fidelity Brokerage Services LLC South Bend IN 1234 N Eddy St,steven.forehan@fidelity.com,,Salesforce
11167533,Inactive Investor,Travis Borchardt,Managing Director,"Principal Securities, Inc. Elkhorn NE 18205 Capitol Ave",borchardt.travis@principal.com,,Salesforce
10658679,,Brian Nourbash,,,brian.k.nourbash@jpmorgan.com,,List Import
11174677,Inactive Investor,Latina Mackey,,"Principal Securities, Inc. Charlotte NC 401 McCullough Dr",mackey.latina@principal.com,,Salesforce
10798440,Inactive Investor,Mauricio Cardenas,Financial Advisor;Senior Vice President,"Raymond James & Associates, Inc. Winter Park FL 807 W Morse Blvd",mauricio.cardenas@raymondjames.com,,Salesforce
11203526,Inactive Investor,Anthony Lee,,Cetera Advisors LLC Short Hills NJ 51 John F Kennedy Pkwy,,,Salesforce
238674,,hpjlc@comcast.net Campbell,,[Unknown],hpjlc@comcast.net,,product
11167309,Inactive Investor,Alan Bradshaw,,"Farmers Financial Solutions, LLC Oklahoma City OK 6424 W Memorial Rd",abradshaw@farmersagent.com,,Salesforce
10867740,Inactive Investor,Edward Muscavage,,LPL Financial LLC Safety Harbor FL Private Residence,ned.muscavage@lpl.com,,Salesforce
10978183,Inactive Investor,Kiran Kuttickat,,William Blair,kkuttickat@williamblair.com,,Salesforce
11084552,Inactive Investor,Charles Morrison,First Vice President;Wealth Advisor,Morgan Stanley Oxnard CA 300 E Esplanade Dr,charles.morrison@morganstanley.com,,Salesforce
10489338,,Janice Wright,,UBS Financial Services Inc. Plano TX 7250 Dallas Pkwy,janice.wright@ubs.com,,List Import
334027,,Jeremy Simpson,Director & Asia Pacific Controller,Invesco Hong Kong Limited,jeremy.simpson@invesco.com.hk,852-312-86000,Manual List Upload
11002444,Inactive Investor,Eric Mabry,,"Northwestern Mutual Investment Services, LLC Germantown TN 1770 Kirby Pkwy",eric.mabry@nm.com,,Salesforce
10843480,Inactive Investor,Ian Smith,Financial Advisor,LPL Financial LLC Cockeysville MD 225 International Cir,,,Salesforce
11040462,Inactive Investor,Willie Edwards,,Citigroup Global Markets Inc. Jacksonville FL 14000 Citicards Way,,,Salesforce
11150291,Inactive Investor,David Gordon,,"Pruco Securities, LLC. Franklin TN 341 Cool Springs Blvd",david3.gordon@prudential.com,,Salesforce
10780411,Inactive Investor,Michele Ranck,Wealth Management Associate,UBS Financial Services Inc. Saint Louis MO 8027 Forsyth Blvd,michele.ranck@ubs.com,,Salesforce
9619561,,Michael Dahl,,,mpdahl@gmail.com,,List import
10771918,Inactive Investor,John Gattulli,,"Cadaret, Grant & Co., Inc. Albany NY 132 S Swan St",capednet@ae.cadaretgrant.com,,Salesforce
9615671,,Ravi Gupta,,,ravikaashg@gmail.com,,List import
9603582,,Morris johnsson,,,zakary1982@yahoo.com,,List import
11132563,Inactive Investor,Michael Axel,Founder;President,AMI Investment Management Inc,,,Salesforce
10816811,Inactive Investor,Carley Shuffield,Financial Advisor,Edward Jones Cameron TX 315 S Houston Ave,carley.devillier@edwardjones.com,,Salesforce
10900017,Inactive Investor,Kaitlyn Stagnitta,Team Administrator,UBS Financial Services Inc. Rochester NY 400 Linden Oaks,kaitlyn.sayers@ubs.com,,Salesforce
11095268,Inactive Investor,Scott Bentley,Financial Advisor;Insurance Specialist,"Ameriprise Financial Services, LLC Columbus OH 8008 N High St",scott.bentley@ampf.com,,Salesforce
9567522,,Matthew Spiro,,,matthew.spiro@gmail.com,,List import
9613198,,Scott Rosenquist,,,srosenquist@vantagefinancial.com,,List import
10903227,Inactive Investor,Luann Driscoll,Investment Advisor,Research & Portfolio Management,,,Salesforce
11143376,Inactive Investor,Alexander Ainsley,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle WA 401 Union St",alexander.ainsley@ml.com,,Salesforce
10968767,Inactive Investor,Christopher Becker,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10760354,Inactive Investor,Philip Taxman,Senior Vice President - Wealth Management;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Louis MO 7676 Forsyth Blvd",philip_taxman@ml.com,,Salesforce
9584452,,"Dinar Mohamad Tofan, SE.",,,bitcoincoinqu@gmail.com,,List import
9606420,,Jeff -,,,jefferydean84@gmail.com,,List import
11114319,Inactive Investor,James Wyllie,,Cetera Advisors LLC Liberty MO 1135 W Kansas St,,,Salesforce
200351,,Jerry Ou,,[Unknown],jerryou_cn@outlook.com,,
10648594,,John Lynas,,,johnlynas@mail.com,,Web Form Fillout
11060860,Inactive Investor,Robyn Barger,Financial Advisor,UBS Financial Services Inc. Westport CT 8 Wright St,robyn.barger@ubs.com,,Salesforce
9519705,,Vince Dillon,,hustlersambitionz,cheriozsf@gmail.com,16399417228,Web form fillout
10777235,Inactive Investor,Michael Rooney,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Forest Hills NY 6965 Yellowstone Blvd",m_rooney@ml.com,,Salesforce
10880467,Inactive Investor,Kayla Grimslid,Financial Advisor,"Raymond James Financial Services, Inc. Milford OH 1034 Main St",kayla.schuring@edwardjones.com,,Salesforce
11121488,Inactive Investor,Roddy Scott,Director;Financial Advisor,Robert W. Baird & Co. Incorporated Lexington KY 100 W Main St,rdscott@rwbaird.com,,Salesforce
10814158,Inactive Investor,Nicholas Guiditta,Financial Advisor,"Ameriprise Financial Services, LLC Southbury CT 900 Main St S",nicholas.v.guiditta@ampf.com,,Salesforce
10790467,Inactive Investor,Daniel Armstrong,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 2021 Spring Rd",,,Salesforce
11089539,Inactive Investor,Glenn Gruenhagen,,"Packerland Brokerage Services, Inc. Glencoe MN 624 13th St E",glenn_gruenhagen@packerlandbrokerage.com,,Salesforce
151654,,ana hincapie,,[Unknown],blockreachventures@gmail.com,,
6806807,,Bradley Sloan,,,sloan_bradley@hotmail.com,,Web Form Fillout
11145553,Inactive Investor,Joffre Montayre,,Morgan Stanley Tampa FL 4050 W Boy Scout Blvd,,,Salesforce
9549823,,Cillian Jansen,,,cillian.jansen@elytracap.com,,List import
11174195,Inactive Investor,Christopher Foster,Chief Compliance Officer;Co-Founder;Founding Partner;Managing Director;Managing Member;Partner,"Procyon Advisors, LLC",cfoster@procyonpartners.net,,Salesforce
11153912,Inactive Investor,Schuyler Azzolin,Client Advisor,J.P. Morgan Securities LLC Greenwich CT 100 W Putnam Ave,schuyler.azzolin@jpmorgan.com,,Salesforce
10883826,Inactive Investor,Eugene Antosh,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Portland CT 329 Main St",geno.antosh@ampf.com,,Salesforce
11220349,,Michael Grant,,,mgrant@calamos.com,,Other
10920813,Inactive Investor,William Godbey,,"Farmers Financial Solutions, LLC Little Rock AR 11300 Financial Centre Pkwy",miles.godbey@farmersinsurance.com,,Salesforce
101786,,Sascha Rizzo,,Wells Fargo,srizzo23@gmail.com,,
11118040,Inactive Investor,Andrew Dunbar,Financial Advisor,"Ameriprise Financial Services, LLC Shorewood IL 862 Center Ct",andrew.dunbar@ampf.com,,Salesforce
10621693,,Mariluz Nunez,,,mnunez@mcmllc.com,,List import
9641010,,Cory Cuje,,,cory_cuje@yahoo.com,,List import
9583893,,Michael Plummer,,,mplummer@financialguide.com,,List import
9580761,,robert tannor,,,rtannor@tannorpartners.com,,List import
10883113,Inactive Investor,Anna Collins,Associate Financial Consultant,"Charles Schwab & Co., Inc. Bozeman MT 610 Boardwalk Ave",anna.collins@schwab.com,,Salesforce
9612881,,Romeo Charron,,,charron.romeo@gmail.com,,List import
10878947,Inactive Investor,Michael Centorrino,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,michael.centorrino@fidelity.com,,Salesforce
1004634,Inactive Investor,Paul Kepes,,Paul Kepes,pkepes56@gmail.com,,
11131438,Inactive Investor,Brion Harris,,Cetera Advisor Networks LLC Annapolis MD 115 West St,,,Salesforce
11173914,Inactive Investor,Andrew Sloan,Chief Compliance Officer;Founder;Managing Member;Principal,"Bluegrass Financial Planning, LLC",drew@bluegrassfp.com,,Salesforce
9545245,,Bob Graham,,,bgraham@friedmanllp.com,,List import
11044844,Inactive Investor,Rani Pettis,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Sacramento CA 400 Capitol Mall",rani.pettis@wellsfargoadvisors.com,,Salesforce
11074624,Inactive Investor,Jenifer Kemper,Registered Administrative Assistant,LPL Financial LLC Saint Charles MO 19 Research Park Ct,jenifer.kemper@lpl.com,,Salesforce
10976703,Inactive Investor,Chelsea Olson,,J.P. Morgan Securities LLC Grants Pass OR 151 NE Midland Ave,chelsea.olson@jpmorgan.com,,Salesforce
11016649,Inactive Investor,Charles McCann,Financial Advisor,"Pruco Securities, LLC. Riverhead NY 331 E Main St",charles.mccann@prudential.com,,Salesforce
10803051,Inactive Investor,Clyde Woolfolk,,"Raymond James Financial Services, Inc. Denton TX 115 W College St",rick.woolfolk@raymondjames.com,,Salesforce
11083935,Inactive Investor,Steve Ramirez,,"MML Investors Services, LLC San Antonio TX 10101 Reunion Pl",sramirez@financialguide.com,,Salesforce
11048498,Inactive Investor,Marco Mendoza,Financial Advisor;Managing Director - Investments;Private Wealth Financial Advisor,"Wells Fargo Clearing Services, LLC Los Angeles CA 11601 Wilshire Blvd",marco.mendoza@wellsfargo.com,,Salesforce
11081340,Inactive Investor,Brian King,,"Cadaret, Grant & Co., Inc. Forest Hills NY 10326 68th Rd",bking@cadaretgrant.com,,Salesforce
10969744,Inactive Investor,Jason Brennan,,United Planners' Financial Services of America A Limited Partner Aliso Viejo CA 120 Vantis Dr,,,Salesforce
10913403,Inactive Investor,Marilyn Burstin,,GWN Securities Inc. Philadelphia PA 2401 Pennsylvania Ave,mburstin@gwnsecurities.com,,Salesforce
3312543,,Halil Güngör,,Halo,gungorhalil811@gmail.com,05550501111,Web Form Fillout
10779270,Inactive Investor,Jennifer Weaver,Senior Client Associate,"RBC Capital Markets, LLC Seattle WA 401 Union St",jennifer.weaver@rbc.com,,Salesforce
11205208,Inactive Investor,Raul Negron,,"First Command Brokerage Services, Inc. Birmingham AL 1 Perimeter Park S",rmnegron@firstcommand.com,,Salesforce
11071872,Inactive Investor,John Cadwell,,"Raymond James Financial Services, Inc. Lexington KY 106 W Vine St",john.cadwell@raymondjames.com,,Salesforce
10766385,Inactive Investor,John Weilnau,Financial Advisor;Vice President,UBS Financial Services Inc. Conshohocken PA 101 W Elm St,john.weilnau@ubs.com,,Salesforce
11169224,Inactive Investor,Felicity Di Pisa,Financial Advisor,"Pruco Securities, LLC. San Diego CA 7922 Entrada de Luz W",felicity.dipisa@prudential.com,,Salesforce
159277,,Filip Havlena,,[Unknown],filip.havlena@gmail.com,,Organic Search
9597374,,Wendy Nemecek,,,wnemecek@carsoninstitutional.com,,List import
10831048,Inactive Investor,Daniel Langworthy,Financial Advisor;Founder;Managing Member;Regulatory Contact;Senior Financial Advisor,"Fortress Financial Group, LLC",dan@fortressfg.net,,Salesforce
372019,,Ken Dawson,,United States,shopghr15@gmail.com,,Salesforce
9624702,,John Ryan,,,sustainableforest@msn.com,,List import
10968835,Inactive Investor,Meggin Reeder,,"Northwestern Mutual Investment Services, LLC Baltimore MD 111 S Calvert St",meggin.reeder@nm.com,,Salesforce
10957181,Inactive Investor,Claire Kennedy,,"Cambridge Investment Research, Inc. Washington DC 1000 Potomac St NW",,,Salesforce
9642015,,Alexsandro Amilton Sausen,,,alexsandro.alexlondon@gmail.com,,List import
11082662,Inactive Investor,Nizam Siddiq,,Goldman Sachs & Co. West Palm Beach FL 360 S Rosemary Ave,nizam.siddiq@gs.com,,Salesforce
9563029,,tae yoon kim,,,ktyoon1234@naver.com,,List import
11138291,Inactive Investor,Francis Backus,Division Leader,PFS Investments Inc. Farmingdale NY 400 Broadhollow Rd,francis.backus@primerica.com,,Salesforce
11013985,Inactive Investor,Blair Hicks,,"Northwestern Mutual Investment Services, LLC Waukesha WI 20825 Swenson Dr",blair.hicks@nm.com,,Salesforce
10783467,Inactive Investor,Richard Wilkins,,The O.N. Equity Sales Company Puyallup WA Private Residence,,,Salesforce
11195482,Inactive Investor,Arlen Olberding,Manager;Owner,"Guidepost Financial Planning, LLC",arlen@guidepostfinancialplanning.com,,Salesforce
10776057,Inactive Investor,Robert Maas,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mercer Island WA 2630 77th Ave SE",robert.g.maas@ampf.com,,Salesforce
11210444,Inactive Investor,Linnell Sullivan,Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",linnell_sullivan@ml.com,,Salesforce
10986978,Inactive Investor,Khoi Nguyen,Chief Executive Officer,Wata Capital LLC,khoi@watacapital.com,,Salesforce
11176090,Inactive Investor,Leonora Chryssafis,,"Wells Fargo Clearing Services, LLC Roseville CA 1512 Eureka Rd",,,Salesforce
11068040,Inactive Investor,Laura Ross,Wealth Advisor,"Wells Fargo Advisors Financial Network, LLC Naples FL 5801 Pelican Bay Blvd",laura.ross@wellsfargoadvisors.com,,Salesforce
10845163,Inactive Investor,Paul Mccoy,Chief Compliance Officer;Chief Executive Officer;Managing Member;President,"Total Wealth Advisors, LLC",pmccoy@totalwealthadvisors.com,,Salesforce
11205856,Inactive Investor,Patrick McNicholas,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 2400 N Commerce Pkwy",,,Salesforce
10993394,Inactive Investor,Moody Summers,Investment Advisor Representative,"Key Capital Management, Inc.",,,Salesforce
175880,,Robert McElvanney,Head of Strategic Investment Solutions,[Unknown],robert.mcelvanney@santanderam.com, +44 (0)207 914 0923,Database Upload
10862665,Inactive Investor,Scott Brink,Financial Professional,Money Concepts Capital Corp Boston MA 183 State St,sbrink@moneyconcepts.com,,Salesforce
10927725,Inactive Investor,Ashley Stockman,,"Charles Schwab & Co., Inc. Indianapolis IN 8332 Woodfield Crossing Blvd",,,Salesforce
10760097,Inactive Investor,Erika Cramer,Financial Advisor,"Wells Fargo Clearing Services, LLC Scottsdale AZ 18700 N Hayden Rd",erika.cramer@wellsfargoadvisors.com,,Salesforce
11119037,Inactive Investor,John Bryant,,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",j.bryant@raymondjames.com,,Salesforce
370602,,Thomas Welch,,United States,thomaswelch34@gmail.com,,Salesforce
10951197,Inactive Investor,James Rosset,,LPL Financial LLC Holland MI 147 N River Ave,james.rosset@lpl.com,,Salesforce
10800048,Inactive Investor,Heidi Kriewall,Senior Registered Associate,Morgan Stanley Birmingham MI 34901 Woodward Ave,heidi.kriewall@morganstanley.com,,Salesforce
9563672,,Kendall Bryce,,,kendall.bryce@lfg.com,,List import
9587485,,Steve Gott,,,sgott@conderaadvisors.com,,List import
9541231,,Mike Kane,,,mkane@ewsnyc.com,,List import
10826047,Inactive Investor,Patrick Hollifield,,"Principal Securities, Inc. Birmingham AL 300 Vestavia Pkwy",hollifield.todd@principal.com,,Salesforce
10819673,Inactive Investor,Alan Fulk,,"Investment Planners, Inc. Springfield IL 29 Illmo Dr",alanf@investment-planners.com,,Salesforce
10876633,Inactive Investor,Swati Bhadada,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
11114564,Inactive Investor,Richard Hall,,"J.W. Cole Financial, Inc. Fort Myers FL 15750 New Hampshire Ct",,,Salesforce
10656387,,Mark Holmertz,,,mholmertz@pksinvest.com,,List Import
10890572,Inactive Investor,Matthew Davis,Business Advisor;Owner,"Financial Planning For Generations, Inc.",mdavis@fpgadvisors.com,,Salesforce
10834812,Inactive Investor,Johnny Bane,Financial Advisor,"Ameriprise Financial Services, LLC Charleston WV 101 Washington St E",johnny.l.bane@ampf.com,,Salesforce
183541,,Bitcoin Bobby,,[Unknown],junk@gmail.com,,Organic Search
11026526,Inactive Investor,Joel Hirsh,Co-Chief Investment Officer;Principal;Vice President,"Kovitz Investment Group Partners, LLC",jhirsh@kovitz.com,,Salesforce
10924228,Inactive Investor,Janice Williams-Mayhew,,LPL Financial LLC Okemos MI Private Residence,janice.williams-mayhew@lpl.com,,Salesforce
10859006,Inactive Investor,Nicholas Ozer,Director - Retirement Plans;Financial Advisor;Managing Partner;Partner,"Regatta Capital Group, LLC",nicholas@regattainvest.com,,Salesforce
1003325,Inactive Investor,Ashley Ebrahimi,,Goldman Sachs,ashley.ebrahimi@gs.com,,3rd Party Lead Gen
9592386,,James Presnell,,,lincolnjames0226@gmail.com,,List import
11021107,Inactive Investor,Mark De Nicolo,,J.P. Morgan Securities LLC Naperville IL 1212 Hobson Rd,mark.de-nicolo@jpmorgan.com,,Salesforce
10911165,Inactive Investor,Brett Gladden,Financial Advisor,LPL Financial LLC Columbus IN 1430 N National Rd,brett.gladden@lpl.com,,Salesforce
11181603,Inactive Investor,Amanda Dixon,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,amanda.dixon.c1z0@statefarm.com,,Salesforce
10762285,Inactive Investor,Steven Alch,Account Executive;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 300 S Orange Ave",steven_alch@ml.com,,Salesforce
6859464,,Paul Casanas,,,casanaspaul707@gmail.com,,Web Form Fillout
11125461,Inactive Investor,Christopher Bagwell,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",chris.bagwell@ml.com,,Salesforce
10660485,,Maria Rodriguez,,,mariasantos373676@gmail.com,,Web Form Fillout
11132371,Inactive Investor,Andrew Fairley,,"Ameritas Investment Company, LLC",drew.fairley@ameritas.com,,Salesforce
11199421,Inactive Investor,Ryan Steffen,,"Principal Securities, Inc.",,,Salesforce
10845276,Inactive Investor,Alton Crowell,Owner,Crowell Roberts Investment Counsel,,,Salesforce
10912248,Inactive Investor,Ekua Anyanful,,LPL Financial LLC Fort Worth TX Private Residence,ekua.anyanful@lpl.com,,Salesforce
10910441,Inactive Investor,Andrew Pryde,Wealth Management Advisor,"TIAA-CREF Individual & Institutional Services, LLC Hamden CT 2319 Whitney Ave",andrew.pryde2@tiaa.org,,Salesforce
11185463,Inactive Investor,Leanne Lloyd,,"Wells Fargo Clearing Services, LLC",,,Salesforce
10757402,Inactive Investor,Wendy Woudenberg,Financial Advisor,Morgan Stanley Phoenix AZ 2398 E Camelback Rd,wendy.woudenberg@morganstanley.com,,Salesforce
10851029,Inactive Investor,Ramon Fracchia,,"Nations Financial Group, Inc. Memphis TN 5100 Poplar Ave",,,Salesforce
11085992,Inactive Investor,Jeffrey Singer,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Troy MI 2301 W Big Beaver Rd,jeffrey.singer@ubs.com,,Salesforce
9580542,,Glenn Collamat,,,collamatglenn@yahoo.co.nz,,List import
9589658,,gaitan Tubadi Kalama,,,gtubadi@gmail.com,,List import
11233847,Inactive Investor,Timothy Dargan,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10790566,Inactive Investor,Vincent Benevento,,Cetera Advisors LLC Red Bank NJ 30 Broad St,vincent.benevento@ceteraadvisors.com,,Salesforce
10800330,Inactive Investor,Carter Feltner,Financial Consultant;Private Client Advisor;Vice President;Wealth Manager,"Charles Schwab & Co., Inc. Orlando FL 420 S Orange Ave",,,Salesforce
9643353,,Alex Gumport,,,alex.gumport@gmail.com,,List import
10874644,Inactive Investor,Luke Mize,Financial Advisor,Edward Jones Burlington WA 325 E George Hopper Rd,luke.mize@edwardjones.com,,Salesforce
9631763,,Sam Berkowitz,,,sibpressure1984@gmail.com,,List import
11108161,Inactive Investor,Daiana Loza,,Goldman Sachs & Co.,,,Salesforce
10962021,Inactive Investor,Blake Dixon,,"Trinity Wealth Securities, L.L.C. Jacksonville FL 1 Independent Dr",,,Salesforce
9564309,,Scott Embree,,,sembree@massmutual.com,,List import
11232914,Inactive Investor,Alexander Miller,Registered Client Service Associate,"Wells Fargo Clearing Services, LLC Minneapolis MN 90 S 7th St",,,Salesforce
10923952,Inactive Investor,Carla Graham,,"Raymond James & Associates, Inc. Richmond VA 5820 Patterson Ave",carla.graham@raymondjames.com,,Salesforce
10794236,Inactive Investor,Daniel McDermott,,"Empower Financial Services, Inc Hartford CT 280 Trumbull St",daniel.mcdermott@gwrs.com,,Salesforce
10878378,Inactive Investor,William Russell,,"Nationwide Securities, LLC Crestwood KY Private Residence",russew4@nationwide.com,,Salesforce
10976323,Inactive Investor,Shaun Christiansen,Financial Advisor,Park Avenue Securities LLC Portland OR 200 SW Market St,,,Salesforce
348848,,Gregory Mcshea,General Counsel,Janney Montgomery Scott Llc,gmcshea@janney.com,215-665-6000,Manual List Upload
11117435,Inactive Investor,Brian Sable,Senior Vice President - Wealth Management,UBS Financial Services Inc. North Salem NY Private Residence,brian.sable@ubs.com,,Salesforce
10894297,Inactive Investor,John Ragsdale,Financial Advisor,Edward Jones Houston TX 3201 Kirby Dr,mike.ragsdale@edwardjones.com,,Salesforce
11206601,Inactive Investor,Justin Fleming,Financial Advisor,LPL Financial LLC Manhattan Beach CA 1440 Rosecrans Ave,justin.fleming@lpl.com,,Salesforce
9565039,,Vinod Singhi,,,singhi@hotmail.com,,List import
9574709,,Paul Schaffer,,,paul.schaffer@captrustadvisors.com,,List import
10835453,Inactive Investor,Scott Davis,Financial Planner,"Osaic Wealth, Inc. Brighton MI Private Residence",,,Salesforce
10925761,Inactive Investor,Kenneth Brotherton,,Edward Jones Maryland Heights MO 130 Edward Jones Blvd,ken.brotherton@edwardjones.com,,Salesforce
10923406,Inactive Investor,Dennis Coite,,Stonex Securities Inc. Norton MA Private Residence,dennis.coite@saswealth.com,,Salesforce
11045850,Inactive Investor,Douglas Rader,,"Geneos Wealth Management, Inc. Prescott AZ 3130 Stillwater Dr",,,Salesforce
10753376,Inactive Investor,Christopher Puffer,Financial Advisor,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,cpuffer@moneyconcepts.com,,Salesforce
11016868,Inactive Investor,Zachary Callero,,"Osaic Wealth, Inc. Mount Prospect IL 1150 W Northwest Hwy",,,Salesforce
10857134,Inactive Investor,Isabel Fitzgerald,Shareholder,Mills Value Adviser Inc Arlington VA 1001 19th St N,,,Salesforce
9596575,,Matthew Manies,,,mmanies@monetagroup.com,,List import
10823395,Inactive Investor,Mark Murray,Senior Vice President - Wealth Management;Vice President - Wealth Management,UBS Financial Services Inc. Madison WI 8020 Excelsior Dr,mark.murray@ubs.com,,Salesforce
11054891,Inactive Investor,Paul Murfree,Financial Advisor;First Vice President - Wealth Management,Morgan Stanley Nashville TN 3102 West End Ave,davis.murfree@morganstanley.com,,Salesforce
11176404,Inactive Investor,Jerome Lama,,"Ameritas Investment Company, LLC Jefferson Township PA Private Residence",jerome.lama@ameritas.com,,Salesforce
10654437,,Anthony Guobadia,,,anguoba@verizon.net,,Web Form Fillout
10873927,Inactive Investor,Kelly Adams,,"Avantax Investment Services, Inc. Louisville KY 917 Lily Creek Rd",kelly.adams@avantax.com,,Salesforce
10924059,Inactive Investor,Angelo San Mateo,Investment Consultant;Vice President,"Charles Schwab & Co., Inc. San Mateo CA 1300 S El Camino Real",angelo.sanmateo@schwab.com,,Salesforce
9639611,,Michael Waddell,,,waddell@lclark.edu,,List import
11031833,Inactive Investor,Kevin Fay,,State Farm VP Management Corp. Brownsburg IN 431 E Northfield Dr,,,Salesforce
194483,,Timur Borisevich,,[Unknown],borisevichtimur@gmail.com,,source
10986595,Inactive Investor,Gurpreet Singh,,J.P. Morgan Securities LLC Great Neck NY 22 Grace Ave,gurpreet.x3.singh@chase.com,,Salesforce
10793678,Inactive Investor,Charles Kateridge,,"The Investment Center, Inc. Saint James NY Private Residence",ckateridge@investmentctr.com,,Salesforce
11021209,Inactive Investor,Morgan Wright,,PFS Investments Inc. Wyncote PA 827 Glenside Ave,morgan.wright@primerica.com,,Salesforce
10645464,,Kathryn Gentry,,,kdrazba@cantor.com,,List Import
350805,,Doug Cruikshank,"Head, Fund Financing","Enhanced Capital Partners, Llc",doug.cruikshank@aberdeenstandard.com,504-569-7900,Manual List Upload
11190066,Inactive Investor,Justin Shelman,Financial Advisor;Vice President,Morgan Stanley Leawood KS 11161 Overbrook Rd,justin.shelman@morganstanley.com,,Salesforce
10618298,,John Karkazis,,,john.karkazis@wellsfargoadvisors.com,,List Import
11157744,Inactive Investor,Thomas Leonardi,,"Osaic Wealth, Inc. Tallmadge OH 10 Northwest Ave",,,Salesforce
11155646,Inactive Investor,Christopher Conklin-Moore,,J.P. Morgan Securities LLC Mill Valley CA 630 E Blithedale Ave,christopher.conklin-moore@jpmorgan.com,,Salesforce
10489625,,John Checki,Financial Advisor,"Securities America Advisors, Inc. Plano TX 1720 Edgewater Dr",john.checkijr@securitiesamerica.com,,List Import
11099962,Inactive Investor,Jason Mcgill,,Fidelity Brokerage Services LLC,jason.mcgill@fmr.com,,Salesforce
10811452,Inactive Investor,Steven Sheridan,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC Suffield CT 63 High St",steven.j.sheridan@ampf.com,,Salesforce
10825814,Inactive Investor,Glenn Mellin,Investment Advisor Representative,"Osaic Wealth, Inc. Morrisville PA 1790 Yardley Langhorne Rd",,,Salesforce
11146901,Inactive Investor,Patrick Modjeski,,"Osaic Wealth, Inc. Brookfield WI 13400 Bishops Ln",,,Salesforce
9635943,,Peter Zilver,,,pvandezilver@braun-bostich.com,,List import
10656542,,Michelle Juras,,,michelle.juras@lpl.com,,List Import
11018814,Inactive Investor,Adam O'Brien,Registered Associate,Morgan Stanley New York NY 101 Park Ave,adam.obrien@msgraystone.com,,Salesforce
185564,,Thomas Judge,,"Partners Capital Services, Inc.",tjudge@acpweb.com,631-851-0918,
10474184,,ian chuck,,,ianc951@gmail.com,,Web Form Fillout
11082241,Inactive Investor,Brian Doyle,Senior Wealth Manager,"Wells Fargo Advisors Financial Network, LLC Lebanon NH 35 Centerra Pkwy",brian.doyle@wellsfargoadvisors.com,,Salesforce
9613996,,Michelle Chung,,,mchung@prescottinvestors.com,,List import
10766750,Inactive Investor,Daniel Drew,International Client Advisor;Senior Vice President,Morgan Stanley Boston MA 28 State St,daniel.drew@morganstanley.com,,Salesforce
11166290,Inactive Investor,Michael Pesendorfer,Investment Advisor Representative,Lincoln Investment Royal Oak MI 990 N Main St,mpesendorfer@lincolninvestment.com,,Salesforce
5554966,,David Ball,,,davidball1957@gmail.com,,Web Form Fillout
10775535,Inactive Investor,Mary Olson,Wealth Strategy Associate,UBS Financial Services Inc. Saint Cloud MN 4150 2nd St S,mary.olson@ubs.com,,Salesforce
11174797,Inactive Investor,Avrom Posner,Managing Director,Davenport & Company LLC Charlottesville VA 600 E Water St,aposner@investdavenport.com,,Salesforce
11236001,Inactive Investor,Jacob Orand,Financial Advisor,"SMART Wealth, LLC",jacob.orand@retiresmartllc.com,,Salesforce
11106285,Inactive Investor,Anna Christensen,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Blanc MI 8121 Trillium Circle Ave",anna.christensen.1@ml.com,,Salesforce
11176163,Inactive Investor,Anthony Gentile,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated",,,Salesforce
11173284,Inactive Investor,Sandra Dittus,Financial Representative,"Principal Securities, Inc. Chattanooga TN Private Residence",dittus.sandy@principal.com,,Salesforce
10488003,,Brian Hungerford,Financial Advisor,"Wells Fargo Clearing Services, LLC",brian.hungerford@wellsfargo.com,,List Import
10618658,,Thomas Fitzgerald,,,tpf@map-email.com,,List Import
11151068,Inactive Investor,Michael Danielski,Financial Professional,"Transamerica Financial Advisors, Inc Murfreesboro TN 1500 Medical Center Pkwy",michael.danielski@tfaconnect.com,,Salesforce
11038452,Inactive Investor,Skyler Lin,,J.P. Morgan Securities LLC Gilroy CA 1177 1st St,,,Salesforce
11156214,Inactive Investor,Van Jones,Senior Vice President - Investments,Davenport & Company LLC,djones@investdavenport.com,,Salesforce
9555858,,Jeff Moore,,,morgandolars@gmail.com,,List import
11102490,Inactive Investor,Holli Milliken,Manager,LPL Financial LLC,holli.milliken@lpl.com,,Salesforce
9608802,,Gulcay Turdu,,,gulcay90@hotmail.com,,List import
10999170,Inactive Investor,Kevin Flaherty,Financial Advisor,Folger Nolan Fleming Douglas Incorporated Cambridge MD 601 Locust St,kflaherty@fnfd.com,,Salesforce
9543904,,Ryan West,,,ryan.west@cusonet.com,,List import
9597309,,Daniel Cryer,,,dcryer36@gmail.com,,List import
9615117,,Kenji Iwamoto,,,k.iwamoto@g4owners.com,,List import
9561258,,James Ferrare,,,jferrare@withumwealth.com,,List import
11254895,Inactive Investor,Carey Blakley,Director - Research,"Nicholas Hoffman & Company, LLC",cblakley@nhoffmanandco.com,,Salesforce
11230419,Inactive Investor,Valorie Pruitt,,NYLIFE Securities LLC Elk Grove CA 9280 W Stockton Blvd,vgpruitt@ft.newyorklife.com,,Salesforce
10881267,Inactive Investor,Brian Young,,"Equitable Advisors, LLC Syracuse NY 120 Madison St",brian.young@equitable.com,,Salesforce
10926745,Inactive Investor,Brian Knotts,,"Securities Management & Research, Inc. Mobile AL 1212 Montlimar Dr",bknotts@smrone.com,,Salesforce
11000384,Inactive Investor,Ashlyne Ball,,Edward Jones Katy TX 1501 East Ave,,,Salesforce
11114619,Inactive Investor,Marc Fay,,Santander Securities LLC Brick NJ 17 Beaverson Blvd,mfay@santander.us,,Salesforce
10898213,Inactive Investor,Eric Zheng,,Citigroup Global Markets Inc.,eric.zheng@citigroup.com,,Salesforce
11016081,Inactive Investor,Jhovanny Hernandez,,"Allstate Financial Services, LLC Summit NJ 447 Springfield Ave",jhovannyhernandez@allstate.com,,Salesforce
10909663,Inactive Investor,Oswaldo Medina,,Citigroup Global Markets Inc. Miami FL 2750 Aventura Blvd,,,Salesforce
10761188,Inactive Investor,Martin Macdougall,Financial Advisor,"Ameriprise Financial Services, LLC Milford MI 560 N Milford Rd",martin.2.macdougall@ampf.com,,Salesforce
10823192,Inactive Investor,David Matthias,,"FBL Marketing Services, LLC Waverly IA 2018 E Bremer Ave",david.matthias@fbfs.com,,Salesforce
11156109,Inactive Investor,Michelle Kennedy,Financial Advisor,Edward Jones Richland WA 767 Williams Blvd,shelley.kennedy@edwardjones.com,,Salesforce
232336,, -,,[[Unknown]],wheatonenterprise@gmail.com,,Organic Search
9628988,,Tullio Bertini,,,tullio71@yahoo.com,,List import
10894477,Inactive Investor,Scott Biltz,,United Planners' Financial Services of America A Limited Partner Lebanon PA Private Residence,sabiltz@unitedplanners.com,,Salesforce
10778939,Inactive Investor,Deeann Griebel,Managing Director - Investments,"Moors & Cabot, Inc. Mesa AZ 1201 S Alma School Rd",dgriebel@moorscabot.com,,Salesforce
9574545,,Adam Piatkowski,,,apiatkowski@grahampartners.net,,List import
11094134,Inactive Investor,Jonathan Rodriguez,,Thrivent Investment Management Inc.,jonathan.rodriguez@thrivent.com,,Salesforce
11202998,Inactive Investor,Daniel Frost,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
11081888,Inactive Investor,Kristen Barger,,"Allstate Financial Services, LLC Ashtabula OH 4605 Main Ave",kristendaubenspeck@allstate.com,,Salesforce
9624968,,Vitaly Vtl,,,flushingfocal@gmail.com,,List import
9551031,,Me Me,,,me@gmail.com,,List import
11174623,Inactive Investor,Manuel Barrios,,"Equitable Advisors, LLC Boca Raton FL 2255 Glades Rd",manuel.barrios@equitable.com,,Salesforce
10645011,,Jonathan Allen,,,jonathan.d.allen@pjc.com,,List Import
123166,,Alexander Washburn,"Manager, member",Columbia Pacific Wealth Management,alexw@col-pac.com,,
9540433,,Anastasiia Bondareva,,Montbenon Investment Group Ltd,ab@g2fp.com,,List Import
11044726,Inactive Investor,Justin Smith,,Cetera Advisors LLC Fort Myers FL 5237 Summerlin Commons Blvd,,,Salesforce
11151574,Inactive Investor,Luis Delgado,,J.P. Morgan Securities LLC Homestead FL 33390 S Dixie Hwy,luis.a.delgado@jpmorgan.com,,Salesforce
10832037,Inactive Investor,Bruce Riddle,Chief Compliance Officer;Chief Executive Officer;Founder;Member,Everwealth,bruceriddle@wmatulsa.com,,Salesforce
11168138,Inactive Investor,Salvatore Iannaci,,"Clarksons Securities, Inc.",salvatore.iannaci@clarksons.com,,Salesforce
10841519,Inactive Investor,Dominick Trimarchi,Chief Compliance Officer;Chief Executive Officer;Founder;Managing Member;Managing Partner;President,TriMarC Wealth Management LLC Albany NY 126 State St,dtrimarchi@trimarcwm.com,,Salesforce
11178037,Inactive Investor,Maryann Ricciuti,,Vanguard Marketing Corporation,maryann_ricciuti@vanguard.com,,Salesforce
10979800,Inactive Investor,Burton Coate,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,bcoate@primerica.com,,Salesforce
11104211,Inactive Investor,Christopher Veneto,Vice President,NorthStar Capital Inc,christopher.veneto@northstarcapitalinc.com,,Salesforce
9577325,,Daniel Schwamb,,,daniel.schwamb@kestrafinancial.com,,List import
10982554,Inactive Investor,Nona Baines,,PFS Investments Inc. Canyon Lake CA 31504 Railroad Canyon Rd,,,Salesforce
11122574,Inactive Investor,Christopher Thomas,,"Truist Investment Services, Inc. Roanoke VA 10 Franklin Rd SE",christopher.thomas@truist.com,,Salesforce
11032432,Inactive Investor,Cameron Weddell,Financial Advisor,LPL Financial LLC Tipton IN 201 N Main St,cameron.weddell@lpl.com,,Salesforce
10656115,,Frank Blatchford,,,frank.blatchford@lfg.com,,List import
9620925,,Robert Blashka,,,robert.blashka@gmail.com,,List import
9540785,,Alex Sadzawka,,7X LTD,alex@sadzawka.cl,,List Import
10845380,Inactive Investor,Gregory Martin,,"TIAA-CREF Individual & Institutional Services, LLC Philadelphia PA 1835 Market St",gregory.martin@tiaa-cref.org,,Salesforce
11158888,Inactive Investor,Joshua Cruz,Investment Advisor Representative,"Bucket List Wealth Management, LLC",joshua@bucketlistwealth.com,,Salesforce
10762527,Inactive Investor,Katie Andrews,Client Associate;Registered Private Wealth Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 312 Walnut St",katie.andrews@ml.com,,Salesforce
344947,,Zachary Furman,Managing Partner,Argosy Capital,zfurman@argosycredit.com,610-971-9685,Manual List Upload
10813467,Inactive Investor,Juan Tapia Camou,International Wealth Advisor;Managing Director,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Tucson AZ 3500 E Sunrise Dr",,,Salesforce
10788006,Inactive Investor,Kristi Arredondo,Executive Director;Supervisory Director,J.P. Morgan Securities LLC San Antonio TX 20855 Stone Oak Pkwy,kristi.l.arredondo@jpmorgan.com,,Salesforce
10598165,,Leon Augustine,,,leon@labwealthmanagement.com,,Web Form Fillout
11061183,Inactive Investor,Sally Louie,,LPL Financial LLC Vacaville CA 196 Nut Tree Pkwy,sally.louie@lpl.com,,Salesforce
10975920,Inactive Investor,Edwin Gonzalez,,J.P. Morgan Securities LLC Bellmore NY 1542 Bellmore Ave,edwin.e.gonzalez@chase.com,,Salesforce
9604354,,AMARA KOUYATE,,,kouyateamara@gmail.com,,List import
11259863,Inactive Investor,Stephanie Johnson,,J.P. Morgan Securities LLC Racine WI 5815 21st St,,,Salesforce
337987,,Jon Wajsgras,Associate,"Glouston Capital Partners, Llc",jwajsgras@glouston.com,617-587-5300,Manual List Upload
11231202,Inactive Investor,Sambhav Upadhyay,,Fidelity Brokerage Services LLC Durham NC 100 New Millennium Way,,,Salesforce
11032585,Inactive Investor,Markus Goff,,"Raymond James Financial Services, Inc. Madison WI 5590 Monona Dr",markus.goff@raymondjames.com,,Salesforce
192409,,Tom Feuerstein,,[Unknown],tom.feuerstein@gmail.com,,source
10884035,Inactive Investor,Michael Reilly,,Cetera Investment Services LLC Oakhurst NJ 1903 State Rte 35,,,Salesforce
11000848,Inactive Investor,Gabriela Martinez Ruiz,,PFS Investments Inc. Rancho Cordova CA 2941 Sunrise Blvd,gaby.martinezruiz@primerica.com,,Salesforce
11049073,Inactive Investor,May Huang,,Perella Weinberg Partners LP San Francisco CA 1 California St,mhuang@pwpartners.com,,Salesforce
9642993,,Steve Harvey,,,sharvey10@me.com,,List import
11025872,Inactive Investor,Tracy Nelson,,Cetera Advisors LLC Saint Cloud MN 400 1st St S,tracy.nelson@cetera.com,,Salesforce
10838685,Inactive Investor,Terry Riney,,"Southeast Investments, N.C., Inc.",,,Salesforce
10868612,Inactive Investor,Marc Skinner,,"Allstate Financial Services, LLC Portland OR 10576 SE Washington St",mskinner@allstate.com,,Salesforce
10855493,Inactive Investor,Diane Triolo,,PFS Investments Inc. Totowa NJ 265 Rte 46 W,diane.triolo@primerica.com,,Salesforce
10780311,Inactive Investor,Matthew Pusateri,Senior Wealth Strategy Associate,UBS Financial Services Inc. Northbrook IL 5 Revere Dr,matthew.pusateri@ubs.com,,Salesforce
11220324,,Jeffrey Butscher,,,jeff_butscher@glic.com,,Other
9596241,,Russell Burock,,,rburock@rcn.com,,List import
10994064,Inactive Investor,David Le,Chief Technology Officer;Wealth Advisor,"Beacon Pointe Advisors, LLC",dle@beaconpointe.com,,Salesforce
9596310,,Kathryn Brown,,,kbrown@mortonbrownfw.com,,List import
9594104,,Casey Hoon,,,caseypruett500@gmail.com,,List import
9645717,,Lorenzo Cora,,,lorenzo.matteo7@gmail.com,,List import
10619412,,Chloe Ott,,,chloe.ott@morganstanley.com,,List Import
10880134,Inactive Investor,Jason Palmer,Private Client Services,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
189196,,Jeffrey Poole,,[Unknown],jeffreypoole3@gmail.com,,Organic Search
10770187,Inactive Investor,Michele Tormey-Fornabai,,"Wells Fargo Clearing Services, LLC Toms River NJ 530 Lakehurst Rd",michele.tormey-fornabai@wfadvisors.com,,Salesforce
10862312,Inactive Investor,Peter Navaretta,Financial Advisor,LPL Financial LLC Stuart FL 740 SE Indian St,pj.navaretta@lpl.com,,Salesforce
11163494,Inactive Investor,Jason Norton,,LPL Financial LLC Watkinsville GA 3651 Mars Hill Rd,jason.o.norton@lpl.com,,Salesforce
11153332,Inactive Investor,David Mannaioni,,"St. Bernard Financial Services, Inc.",david.mannaioni@stbernardfinancial.com,,Salesforce
10887089,Inactive Investor,David Moore,,"Charles Schwab & Co., Inc. Saint Louis MO 500 Maryville University Dr",,,Salesforce
408,,,,,williamsmith@2fiftyok.com,,
11009216,Inactive Investor,Jerry Walberg,,PFS Investments Inc. Tallahassee FL 325 John Knox Rd,jerry.walberg@primerica.com,,Salesforce
235414,,Jessica Nemerovsky -,,Jessica Nemerovsky [[Unknown]],jessica.nemerovsky@gmail.com,,Content
11106255,Inactive Investor,Edward Batchelder,,J.P. Morgan Securities LLC Bedford IN 1602 I St,edward.batchelder@jpmorgan.com,,Salesforce
333583,,Jessica Caruso,Financial Advisor,Mercer Global Advisors Inc.,jcaruso@merceradvisors.com,(415) 813-2851,
9558256,,Dede Vede,,,hide@gmail.cok,,List import
9590344,,HAINSLEY GUTHRIE,,,hainsley.guthrie@gmail.com,,List import
11038599,Inactive Investor,Tara Hutchins,Financial Consultant,"Wells Fargo Clearing Services, LLC Albany NY 4 Tower Pl",tara.hutchins@wellsfargoadvisors.com,,Salesforce
5224,,Heidi -,,[[Unknown]],heidi.zimmer07@gmail.com,,Initial Salesforce Import
9646091,,Jayme Bonds,,,tightlineconstruction@outlook.com,,List import
11201702,Inactive Investor,Christopher Wilks,,"Regulus Financial Group, LLC",,,Salesforce
11068115,Inactive Investor,Eric Fox,Financial Advisor,"Ameriprise Financial Services, LLC Grosse Pointe MI 726 Notre Dame St",,,Salesforce
11134756,Inactive Investor,Anne Bedell,Financial Advisor,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",anne.chin-bedell@prudential.com,,Salesforce
10775176,Inactive Investor,Alicia Loo,Managing Director,UBS Financial Services Inc. San Francisco CA 555 California St,alicia.loo@ubs.com,,Salesforce
155757,,Javier L,,[Unknown],allidbusy@gmail.com,,
9596850,,Takaaki Kato,,,takaaki.kato96@gmail.com,,List import
11065532,Inactive Investor,Kimberly Yocom,,PFS Investments Inc. Springfield MO 1911 S National Ave,kimberly.yocom@primerica.com,,Salesforce
10996796,Inactive Investor,Kevin Stamper,,J.P. Morgan Securities LLC Columbus OH 833 S High St,,,Salesforce
10852147,Inactive Investor,Cindy Bernzott,,State Farm VP Management Corp. Connersville IN 115 Canyon Pkwy,,,Salesforce
11117857,Inactive Investor,Fenton Sanger,,State Farm VP Management Corp. El Segundo CA 2301 Rosecrans Ave,,,Salesforce
11156087,Inactive Investor,Jody Minton,,J.P. Morgan Securities LLC Enumclaw WA 940 Stevenson Ave,jody.minton@jpmorgan.com,,Salesforce
11221532,,Thomas Kennedy,,,tkennedy@ancora.net,,List Import
240508,,Brian Carlson,Head of Distribution,Hennessy Funds,bcarlson@hennessyadvisors.com,,Event
11012451,Inactive Investor,Roberto Silva,,PFS Investments Inc. Miami FL 9360 SW 72nd St,r.silva@primerica.com,,Salesforce
11144171,Inactive Investor,Ryan Dunlap,Compliance Section Manager,The Huntington Investment Company,ryan.dunlap@huntington.com,,Salesforce
10775026,Inactive Investor,Daren Frankeberger,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix AZ 2555 E Camelback Rd",daren_frankeberger@ml.com,,Salesforce
10903839,Inactive Investor,Jennifer Woods,Compliance Consultant,"Northwestern Mutual Investment Services, LLC",jenniferwoods@northwesternmutual.com,,Salesforce
218503,,Alan Wang,,[Unknown],alanwang@singnet.com.sg,,source
10891613,Inactive Investor,Kristin French,,"Liberty Partners Financial Services, LLC",,,Salesforce
9584259,,Walter Griffin,,,wes.griffin@valic.com,,List import
10775099,Inactive Investor,Philip Volpe,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Corpus Christi TX 802 N Carancahua St,philip.volpe@morganstanley.com,,Salesforce
11141127,Inactive Investor,Andrew Cushman,Executive Director;Private Wealth Advisor;Senior Portfolio Management Director,Morgan Stanley Greenwich CT 1 Fawcett Pl,andrew.cushman@morganstanley.com,,Salesforce
9647489,,Francis Zimmer,,,francis-zimmer@msn.com,,List import
11080838,Inactive Investor,Joshua Moore,Financial Advisor,Edward Jones Seattle WA 3727 California Ave SW,joshua.moore@edwardjones.com,,Salesforce
11090022,Inactive Investor,Brad Tinnon,Chief Compliance Officer;Financial Planner;Owner;Principal,B.E.S.T. Wealth Management LLC,brad.tinnon@bestwealth.net,,Salesforce
10816448,Inactive Investor,Geoffrey Roberts,Financial Advisor,"Ameriprise Financial Services, LLC Charlotte NC 6100 Fairview Rd",geoffrey.2.roberts@ampf.com,,Salesforce
11125514,Inactive Investor,Charles Mckenzie,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,charles_mckenzie@vanguard.com,,Salesforce
10807998,Inactive Investor,Ronald Sanchez,Wealth Advisor,Commonwealth Financial Network Walnut Creek CA 2950 Buskirk Ave,rsanchez@commonwealth.com,,Salesforce
10839828,Inactive Investor,Julianne Wolfe,Financial Advisor;Franchise Owner,"Ameriprise Financial Services, LLC New London NH 276 Newport Rd",julianne.s.wolfe@ampf.com,,Salesforce
10966532,Inactive Investor,Pegler Swift,Investment Advisor Representative,Compass Investments LLC,pegler@compassinvestmentsllc.com,,Salesforce
10866978,Inactive Investor,Richard Spinner,Partner;Wealth Advisor,"Transcend Capital Advisors, LLC",rspinner@transcendcapital.com,,Salesforce
11154231,Inactive Investor,Marcela Ocon,,Goldman Sachs & Co.,,,Salesforce
11072326,Inactive Investor,Kaitlyn Mathis,Client Services,LPL Financial LLC Gainesville GA 641 Spring St SE,,,Salesforce
11128093,Inactive Investor,Gabriela Redhead,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10964672,Inactive Investor,John Cheney,,Goldman Sachs & Co. Boston MA 125 High St,,,Salesforce
10935205,Inactive Investor,Justina Nicholson,,"Avantax Investment Services, Inc. Surprise AZ 12455 W Bell Rd",,,Salesforce
244404,,Christy Jordan,National Business Development Director,Innovative Portfolios,christy.jordan@innovativeportfolios.com,13176896419,Manual List Upload
11042157,Inactive Investor,Edward Wylam,Financial Advisor,"Wells Fargo Clearing Services, LLC Orlando FL 800 N Magnolia Ave",edward.wylam@wellsfargoadvisors.com,,Salesforce
9638912,,O'dell Moreno Owens,,,oowens@interactforhealth.org,,List import
11084545,Inactive Investor,Jennifer Haddow,Financial Advisor;Financial Professional,Money Concepts Capital Corp Louisville KY 323 Townepark Cir,jhaddow@moneyconcepts.com,,Salesforce
11187705,Inactive Investor,Michael Silvestro,,Janney Montgomery Scott LLC,msilvestro@janney.com,,Salesforce
9565691,,Matt Hamilton,,,mh@quernus.co.uk,,List import
11126522,Inactive Investor,Tom McDermott,Financial Advisor,"Osaic Wealth, Inc.",,,Salesforce
10772918,Inactive Investor,Robert Hamill,Managing Director;Senior Vice President - Investments,"Wells Fargo Clearing Services, LLC San Francisco CA 555 California St",robert.hamill@wellsfargoadvisors.com,,Salesforce
10954207,Inactive Investor,Besfort Marmullaku,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
11210314,Inactive Investor,Boris Zrnic,,"Equitable Advisors, LLC Bellevue WA 10500 NE 8th St",boris.zrnic@equitable.com,,Salesforce
211439,,Daisuke Nakai,Bureau Chief,Asahi Shimbun,daisuke.nakai@gmail.com,,Content
9564502,,Tom Flaherty Flaherty,,,civilpe323@protonmail.com,,List import
11032670,Inactive Investor,Stephen Murawski,,Thrivent Investment Management Inc. Newark NY Private Residence,,,Salesforce
11166415,Inactive Investor,David Castelli,Wealth Management Specialist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 75 Rockefeller Plz",david.castelli@ml.com,,Salesforce
9643100,,Eduardo De Blas Cabrera,,,durdy_90@hotmail.com,,List import
11042875,Inactive Investor,Omar Tovar,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,omar_tovar@vanguard.com,,Salesforce
10829201,Inactive Investor,Vanessa White,Client Service Associate,Morgan Stanley Boca Raton FL 1801 N Military Trl,vanessa.white@morganstanley.com,,Salesforce
10943066,Inactive Investor,David Sharpe,,"MML Investors Services, LLC Fairfield NJ 30 2 Bridges Rd",dsharpe@financialguide.com,,Salesforce
11185033,Inactive Investor,Gerald Marra,,HSBC Securities (USA) Inc. New York NY 250 Park Ave,gerald.marra@us.hsbc.com,,Salesforce
10765474,Inactive Investor,Jeffrey Fields,,"Raymond James Financial Services, Inc. Lexington KY 2424 Harrodsburg Rd",jeffrey.fields@raymondjames.com,,Salesforce
10986609,Inactive Investor,Jack Citarell,,Fidelity Brokerage Services LLC Westwood MA 109 University Ave,,,Salesforce
11211089,Inactive Investor,Ilya Musheyev,,HSBC Securities (USA) Inc. New York NY 66 Hudson Blvd,,,Salesforce
10908961,Inactive Investor,Christopher Teahan,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Kansas City MO 4801 Main St",,,Salesforce
10889028,Inactive Investor,Michelle Kreis,,"Northwestern Mutual Investment Services, LLC Honolulu HI 737 Bishop St",michelle.kreis@nm.com,,Salesforce
11179923,Inactive Investor,Raymond Gawlak,,Key Investment Services LLC Amsterdam NY 11 Division St,raymond.gawlak@key.com,,Salesforce
10943764,Inactive Investor,Jonathan Roth,Financial Advisor,"Pruco Securities, LLC. Springfield IL 901 S Grand Ave W",jonathan.roth@prudential.com,,Salesforce
353259,,B??RA ?ANTAY,Research Analyst,Aktif Asset Management,busracnty@hotmail.com,,Event
11130027,Inactive Investor,Joseph McGuire,,"American Portfolios Financial Services, Inc. Roswell GA 10892 Crabapple Rd",jmcguire@americanportfolios.com,,Salesforce
10767406,Inactive Investor,John Childers,Senior Vice President,"Raymond James & Associates, Inc. Farmington MI 31500 Northwestern Hwy",john.childers@raymondjames.com,,Salesforce
11023761,Inactive Investor,Leovino Hernandez,,Boursa Investments San Diego CA 525 B St,,,Salesforce
9588477,,Al Gregg,,,stogieal4@gmail.com,,List import
9550983,,Jeffrey Krafchick,,,jeffrey.krafchick@deshaw.com,,
61183,,Nouman Ahmad,,Pakistan,noumanahmadbusiness@gmail.com,,
11170129,Inactive Investor,Elyse Brooking,Branch Manager,"Wells Fargo Clearing Services, LLC Tampa FL 4203 W Gandy Blvd",elyse.brooking@wellsfargo.com,,Salesforce
10895957,Inactive Investor,Barnabas Omejia,Investment Consultant,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11122704,Inactive Investor,Dillon Mcdonnell,Financial Planning Analyst,"Ameriprise Financial Services, LLC Chicago IL 303 E Wacker Dr",dillon.mcdonnell@ampf.com,,Salesforce
10611968,,James Yoo,"Director - Investments, Financial Advisor",,james.yoo@opco.com,,List Import
349194,,Scott Howell,Memeber,"Ground Swell Capital, Llc",scott@groundswellcap.com,843-588-5169,Manual List Upload
11026444,Inactive Investor,Jeffrey Spillane,,State Farm VP Management Corp. Middlefield CT 6 Way Rd,jeffrey.spillane.vabugm@statefarm.com,,Salesforce
11190806,Inactive Investor,Victor Caryadiyil,,J.P. Morgan Securities LLC Bloomingdale IL 439 W Schick Rd,victor.x.caryadiyil@chase.com,,Salesforce
10808761,Inactive Investor,Heather Adams,Premier Banker,"Wells Fargo Clearing Services, LLC Chandler AZ 2800 S Price Rd",,,Salesforce
10978684,Inactive Investor,Ashley Milot,Chief Operations Officer;Regulatory Contact,Fiat Wealth Management,amilot@fiatwm.com,,Salesforce
11194782,Inactive Investor,Gregory Nejmeh,Member;Partner;President,"HS Management Partners, LLC",gnejmeh@hsmanage.com,,Salesforce
232533,, -,,[[Unknown]],msolomon@gladwynepartners.com,,
9614779,,Viktor Jordan,,,viktor.jordan@houbarafund.gov.ae,,List import
10756923,Inactive Investor,Christopher Whybrow,,"Raymond James & Associates, Inc. Chicago IL 120 S Riverside Plz",chris.whybrow@raymondjames.com,,Salesforce
10985846,Inactive Investor,Eason Lee,,Leerink Partners LLC New York NY 1301 Avenue of the Americas,eason.lee@leerink.com,,Salesforce
10614482,,Matthew Amelio,Financial Advisor,,mramelio@ft.newyorklife.com,,List Import
9550608,,Ashley Reinhardt,,,ashley.reinhardt@stadionmoney.com,,List import
11034888,Inactive Investor,Paul Scaffidi,,"Allstate Financial Services, LLC Metairie LA 749 Aurora Ave",paulscaffidi@allstate.com,,Salesforce
81175,,Clayton Mahone,Vice President,"MML Investors Services, LLC",cmahone@massmutual.com,903-892-1234,
242552,,Francesca milani,Sales,[Unknown],milanidbx@gmail.com,3.93394E+11,Database Upload
11085042,Inactive Investor,Carolina Mcgoey,Financial Advisor;Insurance Planning Director,Morgan Stanley Stamford CT 4 Landmark Sq,carolina.mcgoey@morganstanley.com,,Salesforce
11138566,Inactive Investor,Junna Liao,Financial Planner,"Pruco Securities, LLC. San Jose CA 1731 Technology Dr",junna.liao@prudential.com,,Salesforce
11197941,Inactive Investor,Niyati Marfatia,,J.P. Morgan Securities LLC Hightstown NJ 392 US Hwy 130,niyati.marfatia@chase.com,,Salesforce
9547090,,Andrew Welzel,,,andrew.welzel@marinerwealthadvisors.com,,List import
10935030,Inactive Investor,Glen Bushery,Chief Financial Officer;Partner;Regulatory Contact,"Transcend Capital Advisors, LLC Short Hills NJ 51 Jfk Pkwy",gbushery@transcendcapital.com,,Salesforce
10800506,Inactive Investor,Daniela Fricke,,LPL Financial LLC Anaheim CA 2401 E Katella Ave,daniela.fricke@lpl.com,,Salesforce
10881970,Inactive Investor,Michael Forrester,Financial Advisor,Edward Jones Arlington TX 3906 W Interstate 20,michael.forrester@edwardjones.com,,Salesforce
10760021,Inactive Investor,Nicole Bush,Financial Advisor,PNC Investments Pittsburgh PA 249 5th Ave,nicole.bush@pnc.com,,Salesforce
9547209,,Steven Vallas,,,s.vallas@fi.com,,List import
211445,,Danielle Suber,Director,Emerson,danielle.suber@emerson.com,,Content
9576375,,David Mease,,,david.mease@pnc.com,,List import
11234744,Inactive Investor,Jaclyn Gruber,Senior Investment Advisor,"Oarsman Capital, Inc",jgruber@oarsman.net,,Salesforce
43950,,Mark Hemann,Financial Associate,Thrivent Investment Management Inc.,mark.hemann@thrivent.com,,
9647699,,Chris Etheridge,,,chris@obcap.net,,List import
11189592,Inactive Investor,Justin Long,Financial Advisor,"Equitable Advisors, LLC Charlotte NC 11325 N Community House Rd",justin.long@equitable.com,,Salesforce
10992050,Inactive Investor,Michael Spurrier,Financial Advisor,"Wells Fargo Clearing Services, LLC Longview TX 2103 Judson Rd",michael.spurrier@wellsfargoadvisors.com,,Salesforce
11107051,Inactive Investor,John Brittingham,Chief Compliance Officer,Service Academy Capital Management LLC,barron@sacmgt.com,,Salesforce
10780244,Inactive Investor,Brian Burnside,,Fidelity Brokerage Services LLC Glen Allen VA 11114 W Broad St,brian.burnside@fidelity.com,,Salesforce
11085113,Inactive Investor,Melissa Raimundo,Relationship Manager;Vice President,Beacon Trust,melissa.raimundo@beacontrust.com,,Salesforce
10806050,Inactive Investor,Brian Greggila,Financial Advisor,Edward Jones Elmore OH 365 Rice St,brian.greggila@edwardjones.com,,Salesforce
9634035,,Alex Lindenmeyer,,,alex@swissblock.net,,List import
11013755,Inactive Investor,Brandon Tripodi,Alternative Investments;Vice President,J.P. Morgan Securities LLC New York NY 390 Madison Ave,,,Salesforce
10894775,Inactive Investor,Paige Morandi,,Fidelity Brokerage Services LLC Framingham MA 405 Cochituate Rd,paige.morandi@fmr.com,,Salesforce
11020225,Inactive Investor,Ching Ping Tseng,,"Transamerica Financial Advisors, Inc Fremont CA 39210 State St",,,Salesforce
11070653,Inactive Investor,Tanner Murphy,Financial Advisor,"Ameriprise Financial Services, LLC Palm Coast FL 10 Florida Park Dr N",,,Salesforce
10787181,Inactive Investor,Daniel Ricks,,"Zions Direct, Inc.",daniel.ricks@zionsbank.com,,Salesforce
11117397,Inactive Investor,Alek Fortier,,State Farm VP Management Corp. Waterville ME 305 Kennedy Memorial Dr,alekfortier@statefarm.com,,Salesforce
10798299,Inactive Investor,Richard Rapp,Financial Advisor;Senior Vice President,"RBC Capital Markets, LLC Glastonbury CT 200 Glastonbury Blvd",richard.rapp@rbc.com,,Salesforce
11102083,Inactive Investor,Susan Min,Financial Advisor,"Gold Coast Securities, Inc. Los Angeles CA 3055 Wilshire Blvd",smin@gcsec.com,,Salesforce
10888503,Inactive Investor,Dennis Bishop,Chief Operating Officer;Managing Member;President,"Northpoint Wealth Financial Services, LLC Tulsa OK 5921 E 97th St",gene.bishop@northpointwealth.com,,Salesforce
10777604,Inactive Investor,Peter Dubois,Portfolio Management Director;Vice President;Wealth Advisor,Morgan Stanley Lake Forest IL 207 E Westminster,peter.dubois@morganstanley.com,,Salesforce
10846669,Inactive Investor,Joseph Murray,,J.P. Morgan Securities LLC Long Branch NJ 160 Brighton Ave,joseph.murray@chase.com,,Salesforce
371620,,Choi Seonghyeon,,South Korea,rlfahs521@naver.com,,Salesforce
11200685,Inactive Investor,Christopher Grosso,Chief Compliance Officer;President;Principal,"Kershner, Grosso & Co.",cgg@kershnergrosso.com,,Salesforce
10616586,,Joseph Joyce,,,joseph.joyce@primerica.com,,List Import
11065316,Inactive Investor,Pierre Mary Charles,,PFS Investments Inc. Miami FL 666 NE 125th St,pcharles@primerica.com,,Salesforce
10778417,Inactive Investor,Eric Zaruba,,Fidelity Brokerage Services LLC Lone Tree CO 9185 Westview Rd,eric.zaruba@fidelity.com,,Salesforce
10794321,Inactive Investor,Susan Landry,,"Charles Schwab & Co., Inc. Morristown NJ 20 N Park Pl",,,Salesforce
10982659,Inactive Investor,Jeffrey Huester,,"Empower Financial Services, Inc Prosper TX Private Residence",jeffrey.huester@empower.com,,Salesforce
10788017,Inactive Investor,Susan Norris,Chief Compliance Officer,Saxon Woods Advisors LLC,snorris@alpinefunds.com,,Salesforce
9559208,,Mark Roughsdge,,,markkgolfinhude@googlemail.com,,List import
11229204,Inactive Investor,William Bermont,Managing Director,"Raymond James & Associates, Inc. New York NY 320 Park Ave",bill.bermont@raymondjames.com,,Salesforce
11088926,Inactive Investor,Adam King,Relationship Manager;Wealth Management Advisor,"Apollon Wealth Management, LLC",adam.king@apollonwealth.com,,Salesforce
11103386,Inactive Investor,Jeffrey Chang,,"Avantax Investment Services, Inc. Honolulu HI 1188 Bishop St",,,Salesforce
11056597,Inactive Investor,Olga Petrenko,,PFS Investments Inc. Roseville CA 1200 Melody Ln,olga.petrenko@primerica.com,,Salesforce
11195797,Inactive Investor,Shelley Poniachek,,"Valley Financial Management, Inc.",shelleyponiachek@leumiusa.com,,Salesforce
11151615,Inactive Investor,Gavin Chinn,,"CUSO Financial Services, L.P. Seattle WA 11027 Meridian Ave N",gchinn@cusonet.com,,Salesforce
10656631,,Laureen Spera,,,laureen.spera@tiaa.org,,List Import
9626076,,MANJUNATH Manjumural,,,muralmanju@gmail.com,,List import
11125356,Inactive Investor,Michael Jacobson,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,michael_jacobson@vanguard.com,,Salesforce
10882176,Inactive Investor,Russell Payne,Private Wealth Advisor;Vice President,"Ameriprise Financial Services, LLC Lake Elmo MN 8530 Eagle Point Blvd",russell.f.payne@ampf.com,,Salesforce
10858531,Inactive Investor,Valerie Leonard,Investment Advisor Representative,Commonwealth Financial Network Birmingham AL 2279 Valleydale Rd,vleonard@commonwealth.com,,Salesforce
10851271,Inactive Investor,Davena Yee,Financial Advisor;Partner,CGC Financial Services,dyee@cgcfinancialservices.com,,Salesforce
11262243,Inactive Investor,Jennifer Kim,,"Daniel J Kim 2021 Revocable Living Trust udt Feb 22, 2021",jennywckim@gmail.com,,Salesforce
9553954,,Cassidy Blonsky,,,ghostdropbtz@gmail.com,,List import
10648167,,Ryan Cook,,,ryanc@triumphcapitalmanagement.com,,List import
11093775,Inactive Investor,Nicole Sabel,,NYLIFE Securities LLC New Holstein WI Private Residence,nmsabel@ft.newyorklife.com,,Salesforce
10817722,Inactive Investor,Larry Bridwell,,"Cornerstone Wealth Management, LLC Washington MO 820 E 6th St",,,Salesforce
10979880,Inactive Investor,Daniel Simpson,Owner,"Wealth Financial Group West, Inc.",,,Salesforce
11122549,Inactive Investor,Evelyn Guernsey,Chairman;Elected Manager,"Strategic Investment Management, LLC",eguernsey@strategicgroup.com,,Salesforce
11121395,Inactive Investor,Gina Natoli,,"Northwestern Mutual Investment Services, LLC Milwaukee WI 731 N Jackson St",gina.natoli@nm.com,,Salesforce
10782944,Inactive Investor,Michael Madden,,"Truist Investment Services, Inc. Lynchburg VA 810 Main St",mmadden@truist.com,,Salesforce
9566335,,Sandy Guidicianne,,,sguidicianne@firstrepublic.com,,List import
9587327,,Mark Householder,,,householder.mark@principal.com,,List import
11015903,Inactive Investor,Sherry Neeley,,"First Command Brokerage Services, Inc. Universal City TX 2101 Pat Booker Rd",,,Salesforce
11261217,Inactive Investor,Kelsey Dagle,Financial Advisor,"Howard Bailey Securities, LLC",kelseydagle@howardbailey.com,,Salesforce
46406,,Randal Lishka,Financial Advisor,"Crown Capital Securities, L.P.",rlishka@crownmail.net,503-253-4299,
206511,,Lian Bolhuis,,[Unknown],13lian21@gmail.com,,
9565531,,Stephen Erb,,,steve@chesme.com,,List import
10488456,,Clark Briner,"Founder, Principal, Regulatory Contact",Revere Capital Management LP,cbriner@reverecapital.com,,List Import
193235,,Sarah Hamill,,[Unknown],shamill@tocqueville.com,,
11017292,Inactive Investor,Carmina Marie Nicolas,Client Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus OH 8890 Lyra Dr",carmina.nicolas@ml.com,,Salesforce
10820005,Inactive Investor,Yoshiko Therrien,,NYLIFE Securities LLC Winter Park FL 2265 Lee Rd,ytherrien@ft.newyorklife.com,,Salesforce
10783478,Inactive Investor,Paul Wilson,,"Sanford C. Bernstein & Co., LLC",paul.wilson@bernstein.com,,Salesforce
11087594,Inactive Investor,Thomas Riley,,"Hornor, Townsend & Kent, LLC New York NY 2 Park Ave",triley@htk.com,,Salesforce
10848374,Inactive Investor,Todd Hubley,Regional Vice President,"Ameriprise Financial Services, LLC New York NY 530 5th Ave",todd.j.hubley@ampf.com,,Salesforce
9569132,,Curtis Wilcox,,,curtis.wilcox@valic.com,,List import
10797134,Inactive Investor,John Clendenin,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Seattle WA 925 4th Ave,erin.clendenin@ubs.com,,Salesforce
191967,,garrett wofford,,[Unknown],garrett.wofford@gmail.com,,
10887743,Inactive Investor,Kirk Haldorson,President,Haldorson & Pincombe Investment Advisors Inc.,,,Salesforce
11236802,Inactive Investor,Payton Chipley,Financial Advisor,"Arrien Investments, Inc.",payton@arrien.biz,,Salesforce
9617914,,Seymour Goldblatt,,,sy@ssquared.com,,List import
10853239,Inactive Investor,Kristin Smith,Financial Advisor;Financial Planning Specialist,"Ameriprise Financial Services, LLC Modesto CA 1301 L St",kristin.smith@ampf.com,,Salesforce
9572972,,Howard Schulman,,,howard.schulman@lfg.com,,List import
10808538,Inactive Investor,Gregory Francfort,Managing Director;Portfolio Manager;Senior Portfolio Manager,Neuberger Berman BD LLC,gfrancfort@nb.com,,Salesforce
11019442,Inactive Investor,Roy Woods,,"Raymond James Financial Services, Inc. Rome GA 705 E 1st St",ken.woods@raymondjames.com,,Salesforce
10860099,Inactive Investor,David Raetz,,"CreativeOne Securities, LLC Overland Park KS 9300 W 110th St",draetz@c1s.net,,Salesforce
10816691,Inactive Investor,Mitchell Benedon,Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 7 Roszel Rd",mitchell.benedon@ml.com,,Salesforce
11004340,Inactive Investor,Timothy Stone,,"Equitable Advisors, LLC Buffalo NY 350 Essjay Rd",timothy.stone@equitable.com,,Salesforce
340976,,Paul Murray,Quantitative Portfolio Manager,Irish Life Investment Managers Limited,paul.murray@ilim.com,003-531-7041200,Manual List Upload
10620095,,Bethany Prociuk,,,bprociuk@wintrustwealth.com,,List Import
10944450,Inactive Investor,Ryan Appleby,Senior Financial Advisor,LPL Financial LLC Abingdon MD 1 Box Ridge Dr,ryan.appleby@lpl.com,,Salesforce
9562694,,Alexander Groff,,,alexander.groff@fmr.com,,List import
10975822,Inactive Investor,Jameson Graham,,IDB Capital Corp.,,,Salesforce
11169723,Inactive Investor,Peter Kneip,,"Ausdal Financial Partners, Inc. Sylvania OH 6641 Sylvania Ave",,,Salesforce
9563982,,Susannah Harte,,,susannah.harte@gmail.com,,List import
11081450,Inactive Investor,Michael Lichtenwalner,,Vanguard Marketing Corporation,michael_lichtenwalner@vanguard.com,,Salesforce
10999414,Inactive Investor,Kyle Patriaco,,J.P. Morgan Securities LLC New York NY 28 Liberty St,kyle.patriaco@jpmorgan.com,,Salesforce
11144297,Inactive Investor,Brian McGuiness,Financial Advisor;Senior Financial Consultant,LPL Financial LLC Delmar NY Private Residence,brian.mcguiness@lpl.com,,Salesforce
10978786,Inactive Investor,Brian Felshaw,Senior Financial Advisor,"Capstone Wealth Advisors, LLC",brian@capstonewealthadvisors.com,,Salesforce
10924035,Inactive Investor,Michael Hardy,Licensed Producer,"Horace Mann Investors, Inc. Springboro OH 342 S Main St",michael.hardy@horacemann.com,,Salesforce
11009560,Inactive Investor,Maureen Joseph,,PFS Investments Inc. Fort Lauderdale FL 1835 S Perimeter Rd,,,Salesforce
10868422,Inactive Investor,Ronald McCook,,Cetera Advisors LLC Scottsdale AZ 6900 E Camelback Rd,,,Salesforce
9570109,,Juntae Lim,,,ljt9458@naver.com,,List import
11231284,Inactive Investor,Ernest Robledo,,"Raymond James Financial Services, Inc. Corvallis OR 1044 NE Circle Blvd",ernest.robledo@raymondjames.com,,Salesforce
10767881,Inactive Investor,Richard Gaglianese,Financial Advisor,Lincoln Investment Marlton NJ 10000 Sagemore Dr,rgaglianese@lincolninvestment.com,,Salesforce
11046795,Inactive Investor,Michael Finkelstein,,"The Leaders Group, Inc.",,,Salesforce
10882957,Inactive Investor,Derek Larson,Financial Advisor Trainee,Edward Jones Buffalo MN 610 Crossroads Campus Dr NE,derek.larson@edwardjones.com,,Salesforce
11022088,Inactive Investor,Daniel Mezzera,Investment Advisor Representative,Gerber Kawasaki Wealth & Investment Management,daniel@gerberkawasaki.com,,Salesforce
213606,,John Denson,,[Unknown],johndenson5@gmail.com,,
11198482,Inactive Investor,Ashley Monteverde,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10960253,Inactive Investor,Jessica Tsoi,,J.P. Morgan Securities LLC Boston MA 50 Rowes Wharf,jessica.tsoi@jpmorgan.com,,Salesforce
11077506,Inactive Investor,Benjamin Watson,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
11111322,Inactive Investor,Paul Kimm,,Fidelity Brokerage Services LLC Naples FL 5200 Tamiami Trl N,paul.kimm@fidelity.com,,Salesforce
10861221,Inactive Investor,Mohammad Shams,Financial Advisor,"Wells Fargo Clearing Services, LLC Mountain View CA 2600 W El Camino Real",mohammadumar.shams@wellsfargo.com,,Salesforce
11140666,Inactive Investor,Emily Vierra,Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Modesto CA 801 10th St",emily.vierra@ml.com,,Salesforce
11198938,Inactive Investor,Patrick Gordon,Executive Director,J.P. Morgan Securities LLC Salt Lake City UT 201 S Main St,patrick.e.gordon@jpmorgan.com,,Salesforce
348200,,Michael Demassa,Managing Member,Forza Wealth Management,demassa@forzawealth.com,941-203-3748,Manual List Upload
11141043,Inactive Investor,Willis Hawkins,Financial Advisor,Edward Jones Guymon OK 1301 N Main St,kyle.hawkins@edwardjones.com,,Salesforce
10763789,Inactive Investor,Kevin Sanderford,President;Wealth Manager,"Cimarron Wealth Management, Inc.",kevin@wealthwithapurpose.com,,Salesforce
11208862,Inactive Investor,James Potoka,,"Osaic Wealth, Inc. Morrisville PA 800 Township Line Rd",,,Salesforce
10944862,Inactive Investor,Zhuoli Peng,,J.P. Morgan Securities LLC New York NY 386 Park Ave S,zhuoli.peng@chase.com,,Salesforce
9592885,,Walt Lunsford,,,walt@9258wealth.com,,List import
10908888,Inactive Investor,John Lauer,,Thrivent Investment Management Inc. Morgantown PA Private Residence,john.lauer@thrivent.com,,Salesforce
10970069,Inactive Investor,Christina Cho,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11119917,Inactive Investor,John Khoury,Principal Wealth Manager,Savvy Holliston MA Private Residence,john.khoury@savvywealth.com,,Salesforce
11156933,Inactive Investor,Richard Lahn,Financial Advisor,The Pinnacle Financial Group,,,Salesforce
11083823,Inactive Investor,Talia Delijani,,Goldman Sachs & Co.,,,Salesforce
10863210,Inactive Investor,Steven Galloway,,LPL Financial LLC Hallstead PA 612 Main St,steven.galloway@lpl.com,,Salesforce
11097244,Inactive Investor,George Rimmele,Branch Manager;Vice President,"Charles Schwab & Co., Inc. Santa Barbara CA 900 Chapala St",,,Salesforce
10797373,Inactive Investor,Ed Coleman,Financial Advisor,"Principal Securities, Inc. West Des Moines IA 6701 Westown Pkwy",coleman.ed@principal.com,,Salesforce
10902833,Inactive Investor,Brianna Gardner,Associate Financial Advisor,"Ameriprise Financial Services, LLC Madison WI 1110 Fourier Dr",brianna.m.gardner@ampf.com,,Salesforce
350511,,Barry Horowitz,Wealth Advisor,Withum Wealth Management,bhorowitz@withum.com,732-450-0147,Manual List Upload
10510554,,Michael Mack,PM,VCM,mmack@vcm.com,,List Import
11058964,Inactive Investor,Myron McGrew,,Citigroup Global Markets Inc. San Antonio TX 100 Citibank Dr,,,Salesforce
10905984,Inactive Investor,Francesca Greenwald,,Evercore Group L.L.C.,,,Salesforce
10877656,Inactive Investor,Shelia Christofalos,Financial Advisor,Edward Jones Asheville NC 8 Town Square Blvd,shelia.christofalos@edwardjones.com,,Salesforce
10845420,Inactive Investor,John Simonds,,"Osaic Institutions, Inc. Grand Rapids MI 3177 Knapp St NE",jsimonds@infinexgroup.com,,Salesforce
145795,,Steve McLean,,[Unknown],smclean@arsenalcapital.com,,Other
10800775,Inactive Investor,Gary Young,Financial Advisor;Managing Director - Wealth Management,UBS Financial Services Inc. Cleveland OH 600 Superior Ave E,gary.young@ubs.com,,Salesforce
9576278,,Mark Vasani,,,mvasani@aol.com,,List import
10872320,Inactive Investor,Jacob Bless,Financial Advisor;Senior Branch Premier Banker,"Wells Fargo Clearing Services, LLC Reno NV 4780 Caughlin Pkwy",jacob.bless@wellsfargo.com,,Salesforce
10913691,Inactive Investor,Brandin Arndt,Financial Advisor,Edward Jones Verona WI 951 Kimball Ln,brandin.arndt@edwardjones.com,,Salesforce
1001399,Inactive Investor,Anthony Cowell,,KPMG,acowell@kpmg.ky,,3rd Party Lead Gen
9586886,,Jennifer Stewart,,,jstewart@longviewatlanta.com,,List import
11043252,Inactive Investor,Zoe Scott,,Vanguard Marketing Corporation,zoe_scott@vanguard.com,,Salesforce
10917319,Inactive Investor,Terrance Agnew,Chief Compliance Officer;Founder;Managing Member,Agnew Capital Management LLC,terrance@agnewcapital.net,,Salesforce
11185659,Inactive Investor,Jennifer Sisson,,LPL Financial LLC Kirkland WA 128 State St S,,,Salesforce
11126730,Inactive Investor,Jarrad Williams,Investment Consultant,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
11095677,Inactive Investor,Michael Mccabe,,Park Avenue Securities LLC Sacramento CA 1 Capitol Mall,michael_mccabe@glic.com,,Salesforce
10860355,Inactive Investor,David Morris,Financial Advisor,"Wells Fargo Clearing Services, LLC Spartanburg SC 1956 E Main St",allen.morris@wellsfargo.com,,Salesforce
10878379,Inactive Investor,Arushee Divyakirti,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Westborough MA 1700 W Park Dr",arushee.divyakirti@ml.com,,Salesforce
11017250,Inactive Investor,Lyndsey Monahan,Chief Compliance Officer;Chief Executive Officer;Founder,Women Inspire Wealth,,,Salesforce
11231711,Inactive Investor,Stacie Mcintosh,,Fidelity Brokerage Services LLC Shrewsbury NJ 530 Broad St,,,Salesforce
11188477,Inactive Investor,Jack Hazekamp,,J.P. Morgan Securities LLC Arlington Heights IL 43 E Golf Rd,jack.w.hazekamp@chase.com,,Salesforce
11012612,Inactive Investor,Alexander Brown,,J.P. Morgan Securities LLC Washington DC 3140 M St NW,,,Salesforce
374369,,Jack Loudoun,,REYL Overseas Ltd.,jloudoun@reyl-ovs.com,41 58 717 9407,Salesforce
10828084,Inactive Investor,Beverlee Chenault,Portfolio Management Associate,Morgan Stanley Claremont CA 456 W Foothill Blvd,beverlee.chenault@morganstanley.com,,Salesforce
10972937,Inactive Investor,Jana Chuinard,,State Farm VP Management Corp. Saint Paul MN 670 Crossroads Commerce Ctr,jana.chuinard.tl7z@statefarm.com,,Salesforce
11140916,Inactive Investor,Robert Shoup,Financial Advisor,Edward Jones Dell Rapids SD 507 W 4th St,rob.shoup@edwardjones.com,,Salesforce
11071629,Inactive Investor,Joseph Reynolds,,"Osaic Wealth, Inc. Rockford IL 429 Phelps Ave",,,Salesforce
10938878,Inactive Investor,Joseph Walker,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
11030488,Inactive Investor,Nicklaus Higgins,,Cetera Advisor Networks LLC Omaha NE 12801 Pierce St,,,Salesforce
10943756,Inactive Investor,James Garland,,Cetera Advisor Networks LLC Westbrook ME Private Residence,james.garland@ceterawealth.com,,Salesforce
45442,,James Wolk,,United States,wolkjames@gmail.com,,
11179634,Inactive Investor,Kyle Weir,Financial Advisor;Senior Portfolio Manager;Senior Vice President,"RBC Capital Markets, LLC Spokane WA 601 W Main Ave",kyle.weir@rbc.com,,Salesforce
9619710,,Michael Marianadin,,,michaelrajmarianadin@gmail.com,,List import
11129110,Inactive Investor,James Gorowski,Financial Advisor,"Ameriprise Financial Services, LLC Litchfield IL 510 N State St",james.gorowski@ampf.com,,Salesforce
9596760,,Yihon Lu,,,luyihong136@gmail.com,,List import
10658935,,Lisa Painter,,,lisa.m.painter@chase.com,,List Import
10568906,,sayed hasyemi rafsanjani,,,rafsanjanisrafi@gmail.com,,Web Form Fillout
10872050,Inactive Investor,Daniel Morrison,,J.P. Morgan Securities LLC Columbus OH 1111 Polaris Pkwy,daniel.morrison@jpmorgan.com,,Salesforce
10946974,Inactive Investor,Adam Skot,Wealth Management Advisor,GWN Securities Inc. Iselin NJ 517 US Hwy 1 S,askot@gwnsecurities.com,,Salesforce
231564,, -,,[[Unknown]],evelynchen@gaamhk.com,,
77735,,David Manula,Investment Advisor Representative,"Transamerica Financial Advisors, Inc",dave.manula@transamerica.com,425-282-1988,
10834089,Inactive Investor,Danny Wilburn,Principal,LPL Financial LLC Valparaiso IN 554 Vale Park Rd,dan.wilburn@lpl.com,,Salesforce
11204856,Inactive Investor,Roger Mussa,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Egg Harbor Township NJ 3100 Hingston Ave",roger.mussa@ml.com,,Salesforce
10764507,Inactive Investor,Michael Barlow,Financial Advisor,"Wells Fargo Clearing Services, LLC Gilbert AZ 161 E Rivulon Blvd",michael.barlow@wellsfargoadvisors.com,,Salesforce
11220398,,Matthew Barbabella,,,mbarbabella@kaynecapital.com,,Other
10800817,Inactive Investor,Leah Vos,,"Allstate Financial Services, LLC Fort Collins CO 1075 W Horsetooth Rd",leahvos@allstate.com,,Salesforce
245839,,Not Provided,Director of finance policy,Competitive Enterprise Institute,jberlau@cei.org,,Manual List Upload
10997601,Inactive Investor,Giovanna Godina,,Morgan Stanley Alpharetta GA 3 Edison Dr,,,Salesforce
9562134,,Jessica Bosma,,,jessica.bosma@huntington.com,,List import
10960360,Inactive Investor,Thomas Macdonald,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11261201,Inactive Investor,Ignacio D'Windt,Wealth Planner,"Sequoia Financial Group, L.L.C. Houston TX 3555 Timmons Ln",,,Salesforce
11157123,Inactive Investor,John Dufour,,"Wells Fargo Advisors Financial Network, LLC Charlotte NC 1525 W W T Harris Blvd",john.dufour@wellsfargoadvisors.com,,Salesforce
11116179,Inactive Investor,Justin Adkins,,Fidelity Brokerage Services LLC Saint Louis MO 1524 S Lindbergh Blvd,justin.adkins@fidelity.com,,Salesforce
10880893,Inactive Investor,John Klopp,Chief Compliance Officer;Chief Executive Officer;Managing Member,Klopp Investment Management LLC,,,Salesforce
11078110,Inactive Investor,Jonathon Roth,Managing Director;Senior Managing Director,"Principal Securities, Inc. Roseville CA 1478 Stone Point Dr",roth.jon@principal.com,,Salesforce
11048376,Inactive Investor,Andrew Montero,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Fort Myers FL 12140 Carissa Commerce Ct",andrew.montero@wellsfargoadvisors.com,,Salesforce
10965007,Inactive Investor,Craig Smith,Financial Professional,"Equitable Advisors, LLC Portsmouth NH 100 International Dr",craig.smith@equitable.com,,Salesforce
10798583,Inactive Investor,Surani Sirisena,Director - Business Strategy;Vice President,Morgan Stanley Austin TX 8701 Bee Caves Rd,,,Salesforce
11195747,Inactive Investor,Katheryn Gordon,Financial Advisor,LPL Financial LLC Tryon NC 493 S Trade St,katheryn.gordon@lpl.com,,Salesforce
10783814,Inactive Investor,Bryan Stein,Investment Officer;Vice President,"Wells Fargo Clearing Services, LLC Linwood NJ 1201 New Rd",bryan.stein@wellsfargoadvisors.com,,Salesforce
9587895,,Chayanats Tanapattechapokin,,,chayanats.1993@gmail.com,,List import
10787388,Inactive Investor,Brian Kazinec,Financial Advisor,"Pruco Securities, LLC. Atlanta GA 3343 Peachtree Rd NE",brian.kazinec@prudential.com,,Salesforce
11163727,Inactive Investor,Isaac Guilliams,,Fidelity Brokerage Services LLC,,,Salesforce
10773663,Inactive Investor,David Hesse,,"Northwestern Mutual Investment Services, LLC Appleton WI 4620 N Ballard Rd",dave.hesse@nm.com,,Salesforce
11139641,Inactive Investor,Todd Cole,Financial Advisor,"Ameriprise Financial Services, LLC Bethesda MD 4800 Montgomery Ln",todd.a.cole@ampf.com,,Salesforce
11086698,Inactive Investor,Elizabeth Gast,,Robert W. Baird & Co. Incorporated Grand Rapids MI 333 Bridge St NW,ebrouwer@rwbaird.com,,Salesforce
248992,,Dozie Mbonu,Co- Founder & Chief Executive Officer (CEO),Janerette's Eco-Friendly Fungi LLC,doziembonu@yahoo.com,,Manual List Upload
10885104,Inactive Investor,Suman Sami,,Cetera Investment Services LLC,,,Salesforce
10877146,Inactive Investor,Michael Bowers,Financial Advisor;Senior Portfolio Manager;Senior Vice President,Morgan Stanley Sarasota FL 2 N Tamiami Trl,michael.bowers@morganstanley.com,,Salesforce
10982367,Inactive Investor,Hua Hui Li,,J.P. Morgan Securities LLC Louisville CO 578 S McCaslin Blvd,hua-hui.li@jpmorgan.com,,Salesforce
10812912,Inactive Investor,Douglas Coleman,Wealth Advisor,The Pinnacle Financial Group Melville NY 555 Broadhollow Rd,,,Salesforce
11239225,Inactive Investor,Cole Frederick,,"Pruco Securities, LLC.",cole.frederick@prudential.com,,Salesforce
11166062,Inactive Investor,Nicholas Mcguire,Associate Financial Consultant;Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Houston TX 4200 Westheimer Rd",,,Salesforce
11097974,Inactive Investor,Cody Allsman,,"Wells Fargo Advisors Financial Network, LLC",,,Salesforce
10899587,Inactive Investor,Fernando Cruz,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,fernando.cruz@fmr.com,,Salesforce
10969251,Inactive Investor,Michael Harty,Managing Director;Senior Financial Advisor,"CW Advisors, LLC Scottsdale AZ 7033 E Greenway Pkwy",mharty@congresswealth.com,,Salesforce
9618449,,Thomas Hor,,,thor@connectcap.com,,List import
11005433,Inactive Investor,Shannon Enloe,,"Northwestern Mutual Investment Services, LLC Carmel IN 13085 Hmltn Xing Blvd",shannon.enloe@nm.com,,Salesforce
336453,,William Wernecke,Secretary-Treasurer,Pegasus Partners,bwernecke@pegpartnersltd.com,262-478-9009,Manual List Upload
11062096,Inactive Investor,Charlotte Frazier,,Fidelity Brokerage Services LLC,,,Salesforce
9542461,,Matthew Hougan,,,matt@bitwiseinvestments.com,,List import
232550,, -,,[[Unknown]],sgault@gaultfamilyco.com,,
10955652,Inactive Investor,Edward Ray,Managing Member;Owner,"ELR Capital Management, LLC",cray@elrcapital.com,,Salesforce
11027848,Inactive Investor,John Salvino,Chief Financial Officer;Managing Member;President;Wealth Manager,Performance Wealth,jsalvino@performancewealthpartners.com,,Salesforce
11041922,Inactive Investor,Kelly Cappello,Senior Registered Client Service Representative,"Raymond James & Associates, Inc. Washington DC 1717 Pennsylvania Ave NW",kelly.sharma@raymondjames.com,,Salesforce
11254149,Inactive Investor,Carlos Garcia Hernandez,,Vanguard Marketing Corporation Plano TX 7900 Windrose Ave,carlos_garcia-hernandez@vanguard.com,,Salesforce
10645969,,Robert Wiedelman,,,robert.e.wiedelman@jpmorgan.com,,List Import
11163032,Inactive Investor,Craig Narum,Chief Compliance Officer;Owner;Principal,"Trisperity Advisors, LLC",craig@trisperity.com,,Salesforce
10951168,Inactive Investor,Niccolo Gonzales,,Cetera Advisor Networks LLC Durham NC 5129 NC Hwy 55,,,Salesforce
104425,,Cameron Sawyer,,Source cannabis,cambsawyer@gmail.com,4048616892,
11169309,Inactive Investor,Michael Taylor,Financial Advisor,UBS Financial Services Inc. New York NY 299 Park Ave,michael.j.taylor@ubs.com,,Salesforce
11104877,Inactive Investor,Patrick McCabe,,Morgan Stanley New Orleans LA 1100 Poydras St,patrick.mccabe@morganstanley.com,,Salesforce
10862364,Inactive Investor,James Kalina,,LPL Financial LLC Centerville MN Private Residence,james.kalina@lpl.com,,Salesforce
9557438,,Matthew McCorry,,,chriskindly86@gmail.com,,List import
10925251,Inactive Investor,Sandra Lopes,,Oppenheimer & Co. Inc. Miami FL 2811 Ponce De Leon Blvd,sandra.lopes@opco.com,,Salesforce
11260562,Inactive Investor,Elliot Gindis,,"Transamerica Financial Advisors, Inc Woodland Hills CA 21550 Oxnard St",,,Salesforce
155062,,Per Stark,,[Unknown],sprlkhick@gmail.com,,Paid Social
9570927,,Lars Foss-Skiftesvik,,,lars.foss-skiftesvik@qvt.com,,List import
9602647,,Woraphat Pongpitukkul,,,woraphat.pongpitukkul@gmail.com,,List import
9548509,,Nellie Modudula,,,nmodudula01@gmail.com,,List import
11103513,Inactive Investor,Mary Long,Member,Light Capital Management LLC Truckee CA 11061 Parkland Dr,,,Salesforce
10904917,Inactive Investor,James Morris,Chief Compliance Officer;Managing Member;Managing Partner,"FMA Wealth Management, LLC",jimmy@fmawm.com,,Salesforce
10611735,,Thomas Morton,"Financial Advisor, Senior Vice President",,skip.morton@rbc.com,,List Import
11144433,Inactive Investor,Jennifer Burkhardt,,"Truist Investment Services, Inc. Allentown PA 645 Hamilton St",,,Salesforce
10957512,Inactive Investor,Ty-Christian Bissen,,"Charles Schwab & Co., Inc. Lone Tree CO 9800 Schwab Way",,,Salesforce
9604293,,Patrick Shepard,,,patrickrobertshepard@gmail.com,,List import
10957107,Inactive Investor,Barry Rawls,Financial Advisor,Lincoln Investment Atlanta GA 1895 Phoenix Blvd,brawls@lincolninvestment.com,,Salesforce
9564561,,Francisco Pena,,,penaf21@gmail.com,,List import
10930575,Inactive Investor,James Atkinson,,NYLIFE Securities LLC Melville NY 520 Broadhollow Rd,jatkinson01@ft.newyorklife.com,,Salesforce
9570356,,Nina Hollowell,,,nina.hollowell@fmr.com,,List import
239256,,Chris Thompson,,[Unknown],luvgolf1977@gmail.com,,Direct
9605740,,Matthew Black,,,matt.black.1@outlook.com,,List import
11123519,Inactive Investor,Nicholas Ewen,Managing Director,"Northwestern Mutual Investment Services, LLC Albuquerque NM 8220 San Pedro Dr NE",nicholas.p.ewen@nm.com,,Salesforce
10972493,Inactive Investor,Edward Revzin,,J.P. Morgan Securities LLC Redmond WA 8010 164th Ave NE,edward.revzin@jpmorgan.com,,Salesforce
9557025,,Javier Martinez,,,javier.e.martinez@suntrust.com,,List import
11229719,Inactive Investor,Akiva Glashofer,,"Northwestern Mutual Investment Services, LLC Melville NY 400 Broadhollow Rd",akiva.glashofer@nm.com,,Salesforce
11062615,Inactive Investor,Antwan Lambert,,"TIAA-CREF Individual & Institutional Services, LLC Houston TX 6400 Fannin St",antwan.lambert@tiaa.org,,Salesforce
339010,,Hattie Ruttenberg,Director And Shareholder Of Registrant,Tinicum Incorporated,hruttenberg@tinicum.com,212-446-9300,Manual List Upload
10804836,Inactive Investor,Mark Jacobs,,HSBC Securities (USA) Inc. Buffalo NY 239 Van Rensselaer St,,,Salesforce
11190414,Inactive Investor,Christopher Liphardt,,"Osaic Wealth, Inc. Southgate MI 1 Heritage Dr",,,Salesforce
11144524,Inactive Investor,Charles Kolias,Wealth Manager,Confluence Financial Partners,chuck.kolias@confluencefp.com,,Salesforce
11050983,Inactive Investor,Kevin Raymond,Consultant;Member;Principal,Sellwood Consulting LLC,,,Salesforce
10762753,Inactive Investor,Mary Kane,,Janney Montgomery Scott LLC Wayne PA 150 N Radnor Chester Rd,mkane@janney.com,,Salesforce
11073888,Inactive Investor,Dwayne Lapointe,,Edward Jones Cheboygan MI 201 S Main St,dwayne.lapointe@edwardjones.com,,Salesforce
9560518,,Melvin Brenner,,,brennerm@myavantax.com,,List import
11194392,Inactive Investor,Luis Rivadeneira,First Vice President;Vice President,Morgan Stanley Stamford CT 4 Landmark Sq,fernando.rivadeneira@morganstanley.com,,Salesforce
10956940,Inactive Investor,Elizabeth Blasser,,Goldman Sachs & Co. Los Angeles CA 10100 Santa Monica Blvd,,,Salesforce
10960710,Inactive Investor,Brianna Mahon,,Citigroup Global Markets Inc.,,,Salesforce
9627357,,benjamin murphey,,,murpheybe@adelphoi.org,,List import
9612227,,Neal Christopher,,,nealchristopher@mac.com,,List import
199293,,Francisco Calixto,,[Unknown],marlins1122@gmail.com,,Content
10933224,Inactive Investor,Mark Turner,,"Charles Schwab & Co., Inc. Phoenix AZ 2423 E Lincoln Dr",,,Salesforce
10791464,Inactive Investor,Manuel Duplat,Financial Consultant;Vice President,Santander Securities LLC Miami FL 1401 Brickell Ave,manuel.duplat@santanderinvestments.com,,Salesforce
9545739,,Carson Henderson,,,carson@twdadvisors.com,,List import
9592384,,Andy Weller,,,aweller@iopfund.com,,List import
10775185,Inactive Investor,Michael Dowell,Financial Advisor;Portfolio Manager;Vice President - Investments,"Wells Fargo Clearing Services, LLC Winston Salem NC 380 Knollwood St",mike.dowell@wellsfargoadvisors.com,,Salesforce
10768371,Inactive Investor,Deepak Shah,,PFS Investments Inc. Gaithersburg MD 358A Christopher Ave,deepak.shah@primerica.com,,Salesforce
10778972,Inactive Investor,Michael Mazor,Branch Manager,"Stifel, Nicolaus & Company, Incorporated Boca Raton FL 2650 N Military Trl",michael.mazor@stifel.com,,Salesforce
9556219,,David Brown,,,dbrown@williamblair.com,,List import
9544459,,Paul Michelson,,,pmichel2@san.rrc.com,,List import
10880216,Inactive Investor,David Neiderer,Partner;Portfolio Manager;Research Analyst,"Conestoga Capital Advisors, LLC",dneiderer@conestogacapital.com,,Salesforce
11151777,Inactive Investor,Jordan Hopp,Financial Advisor,LPL Financial LLC Waukesha WI Private Residence,jordan.hopp@lpl.com,,Salesforce
10757566,Inactive Investor,Linda Harkness,,"Stifel, Nicolaus & Company, Incorporated Naples FL 3777 Tamiami Trl N",harknessl@stifel.com,,Salesforce
339867,,James Reddington,"Chief Financial Officer, Sr. Vice President","Castle Harlan, Inc.",jreddington@castleharlan.com,212-644-8600,Manual List Upload
10817097,Inactive Investor,Margaret Adamchak,Client Associate,J.P. Morgan Securities LLC Philadelphia PA 1735 Market St,maggie.adamchak@jpmorgan.com,,Salesforce
11156643,Inactive Investor,Anthony McCracken,,"J. Alden Associates, Inc.",amccracken@j-alden.com,,Salesforce
11200618,Inactive Investor,Craig Fuhrmann,Assistant Vice President;Director - Investments,Morgan Stanley Milwaukee WI 411 E Wisconsin Ave,craig.fuhrmann@morganstanley.com,,Salesforce
1002880,Inactive Investor,Steve Braverman,Co-Founder & Co-Chief Executive Officer,Pathstone Family Office,sbraverman@pathstone.com, +1 201 731 7111,Database Upload
10890023,Inactive Investor,Matthew Bauer,Financial Consultant;Vice President,"Charles Schwab & Co., Inc. Albuquerque NM 2442 Louisiana Blvd NE",matthew.bauer@schwab.com,,Salesforce
10954407,Inactive Investor,Zachary Bechtold,,"Raymond James Financial Services, Inc. Lancaster PA 1 Penn Sq",zachary.bechtold@raymondjames.com,,Salesforce
9648489,,stanislas de Quenetain,,,stan@blockchains-expert.com,,List import
206982,,Bruce Davis,,[Unknown],bdavis548answer42@gmail.com,,
10834201,Inactive Investor,Andrew Leberer,,LPL Financial LLC Buffalo NY 360 Delaware Ave,andrew.leberer@lpl.com,,Salesforce
10947170,Inactive Investor,Jackson Webber,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jackson_webber@vanguard.com,,Salesforce
10991241,Inactive Investor,Shaquila Ellis,,PFS Investments Inc. Houston TX 4500 S Wayside Dr,shaquila.ellis@primerica.com,,Salesforce
10825286,Inactive Investor,Alphonso Johnson,,"Wells Fargo Clearing Services, LLC San Diego CA 4315 La Jolla Village Dr",alphonso.johnson@wellsfargoadvisors.com,,Salesforce
11125998,Inactive Investor,Yamila Spak,,"Valley Financial Management, Inc. Miami FL 19495 Biscayne Blvd",yamila.spak@leumiusa.com,,Salesforce
11123128,Inactive Investor,James Sarow,Wealth Management Advisor,"U.S. Bancorp Investments, Inc. Mequon WI 11111 N Port Washington Rd",james.sarow@usbank.com,,Salesforce
9599491,,Vineet Parek,,,parekh.vineet@ymail.com,,List import
11045367,Inactive Investor,Connor Farley,,Cetera Investment Services LLC,connor.farley@bernstein.com,,Salesforce
11013979,Inactive Investor,Don Romario Watson,,"Kestra Investment Services, LLC",,,Salesforce
10884763,Inactive Investor,Abigail Skipper,Coach;Financial Advisor,Ranch Capital Advisors Inc.,abigail@ranchcap.com,,Salesforce
9555314,,Donald Ullmann,,,don.ullmann@dmufinancial.com,,List import
11015555,Inactive Investor,Brad Brown,,PFS Investments Inc. Southfield MI 24123 Greenfield Rd,,,Salesforce
371066,,zhiping cai,,China,2839995907@qq.com,,Salesforce
10773354,Inactive Investor,Lawrence Day,Financial Advisor,Edward Jones Portsmouth NH 2800 Lafayette Rd,larry.day@edwardjones.com,,Salesforce
10940894,Inactive Investor,Carman Bruno,,Cetera Advisor Networks LLC Metairie LA 3445 N Causeway Blvd,,,Salesforce
9573995,,Sandra O'Gorman,,,sogorman@ayco.com,,List import
10772438,Inactive Investor,Bruce Gilbert,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Lisle IL 3333 Warrenville Rd",bruce_h_gilbert@ml.com,,Salesforce
10659227,,Kimberley Schneider,,,schneider.kimberley@ntrs.com,,List Import
10765628,Inactive Investor,Robert Campbell,Senior Vice President - Investments,"Raymond James & Associates, Inc. Denver CO 100 Saint Paul St",robert.campbell@raymondjames.com,,Salesforce
11134298,Inactive Investor,Lisa Prestia,,"Mack Investment Securities, Inc.",lisa@macktracks.com,,Salesforce
11028871,Inactive Investor,Mark O'Leary,,NYLIFE Securities LLC Fargo ND 2000 44th St S,moleary02@ft.newyorklife.com,,Salesforce
11039800,Inactive Investor,William Record,,"Fortune Financial Services, Inc. Vista CA 3530 Camino de Las Lomas",wjr@fortunefinancialservices.com,,Salesforce
11118725,Inactive Investor,Miles Stumb,,UBS Financial Services Inc. Huntsville AL 116 Jefferson St S,miles.stumb@ubs.com,,Salesforce
228546,, -,,[[Unknown]],bidip79@gmail.com,,
346356,,Jerome Castellini,"Managing Member, Preferred And Common",Castleark Management Llc,jcastellini@yahoo.com,312-456-9682,Manual List Upload
10880291,Inactive Investor,Nancy Von Stackelberg,Co-Founder;Principal;Regulatory Contact,"RADiUS Wealth Management, Inc.",nancy@radiuswealth.com,,Salesforce
11009416,Inactive Investor,Christopher Jones,,State Farm VP Management Corp. Memphis TN 3262 W Sarazens Cir,,,Salesforce
10982171,Inactive Investor,Seth Deaver,Financial Advisor,"Selective Wealth Management, Inc.",sdeaver@selectivewm.com,,Salesforce
248854,,Yuwei Zhang,Associate Director,Ernst & Young LLP,yuwei.zhang@ey.com,,Manual List Upload
10819030,Inactive Investor,Michael Morrison,Associate Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Indianapolis IN 8900 Keystone Xing",,,Salesforce
64301,,Michael Helsel,Financial Professional,"Voya Financial Advisors, Inc.",michael.helsel@voyafa.com,216-447-3750,
11120154,Inactive Investor,John Zekaj,Financial Advisor,"Ameriprise Financial Services, LLC Troy MI 5700 Crooks Rd",john.x.zekaj@ampf.com,,Salesforce
10795599,Inactive Investor,Jennifer Byrne,Assistant Vice President;Wealth Management Associate,Morgan Stanley Glenview IL 2700 Patriot Blvd,jennifer.byrne@morganstanley.com,,Salesforce
352991,,Eesa Ahmad,Institutional Sales,Crypto.com,eesa.ahmad@crypto.com,,Event
10960576,Inactive Investor,Dana Sobleskey,Principal,"Packerland Brokerage Services, Inc.",danas@pbshq.com,,Salesforce
9558549,,bana sokly,,,gitab30414@lance7.com,,List import
10968753,Inactive Investor,Bakari Killo,,PFS Investments Inc. Dallas TX 8131 Lyndon B Johnson Fwy,bkillo@primerica.com,,Salesforce
9574103,,Joe Vacca,,,jvacca@btig.com,,List import
192455,,Bruce Rioux,,United States,percivalcat2003@yahoo.com,,
10987647,Inactive Investor,Susan Green,Principal;Senior Financial Advisor,Wescott Financial Advisory Group LLC,sgreen@wescott.com,,Salesforce
10811393,Inactive Investor,Kenneth Yonkers,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 520 Newport Center Dr",ken_yonkers@ml.com,,Salesforce
11095313,Inactive Investor,Michael Warren,Family Wealth Director;Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Indianapolis IN 800 E 96th St,michael.warren@morganstanley.com,,Salesforce
11108657,Inactive Investor,Winston Walters,,Fidelity Brokerage Services LLC Salt Lake City UT 49 N 400 W,orlando.walters@fmr.com,,Salesforce
10494111,,JX Xu,,Flow Traders,jxu@us.flowtraders.com,,List Import
11149005,Inactive Investor,Andrew Bratcher,,"CUNA Brokerage Services, Inc. Allison IA Private Residence",andrew.bratcher@cunamutual.com,,Salesforce
10828682,Inactive Investor,Sue Brenner,Client Service Associate,"Stifel, Nicolaus & Company, Incorporated Portage MI 950 Trade Centre Way",sue.brenner@stifel.com,,Salesforce
11193234,Inactive Investor,Kris Costello,,PFS Investments Inc. Knoxville TN 11424B Kingston Pike,kris.brykovsky@primerica.com,,Salesforce
8480879,,Murray Wenhardt,Principal,self,mwenhardt@gmail.com,4165607246,List import
10919717,Inactive Investor,Robert Thompson,Financial Advisor,"Wells Fargo Advisors Financial Network, LLC Idaho Falls ID 1135 Pier View Dr",robert.m.thompson@wellsfargo.com,,Salesforce
11112623,Inactive Investor,Austin Spencer,,Fidelity Brokerage Services LLC Jacksonville FL 4601 Touchton Rd E,,,Salesforce
10759371,Inactive Investor,Craig Schelle,Senior Financial Advisor;Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 100 E Pratt St",craig_schelle@ml.com,,Salesforce
9589580,,Jeff Fons,,,jeff.fons@gmail.com,,List import
10761597,Inactive Investor,Ben Fort Fort,Senior Vice President - Wealth Management,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco CA 555 California St",ben_fort@ml.com,,Salesforce
10488241,,Karee Sampson,,"U.S. Capital Wealth Advisors, LLC",seawall71@yahoo.com,,List Import
11170340,Inactive Investor,Timothy Warner,Assistant Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Belleville IL 3121 N Illinois St",tim.warner@ml.com,,Salesforce
10918959,Inactive Investor,Thomas Lockshin,,Development Corporation For Israel Beachwood OH 3601 Green Rd,thomas.lockshin@israelbonds.com,,Salesforce
368001,,Stephen Vasend,Other,,stephen.vasend@blackrock.com,8182948858,Webinar
10917470,Inactive Investor,Michael Lonier,Chief Executive Officer,The Financial Preserve at Lonier Financial Advisory LLC,mlonier@lonierfinancial.com,,Salesforce
11158928,Inactive Investor,Harrison Bailey,Financial Advisor;Partner,Townsend Financial Planning,,,Salesforce
9604407,,Craig Mahon,,,craigmahon75@gmail.com,,List import
10814173,Inactive Investor,Karen Simmons,Wealth Management Associate,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Schaumburg IL 10 N Martingale Rd",karen_simmons@ml.com,,Salesforce
9584839,,James Sypher,,,jsypher@massmutual.com,,List import
10769596,Inactive Investor,Paul Silvernail,,"Ameriprise Financial Services, LLC Westfield MA 94 N Elm St",paul.j.silvernail@ampf.com,,Salesforce
10845371,Inactive Investor,Bruce Stephens,,"J.W. Cole Financial, Inc. Saint Charles MO 1000 Fairgrounds",bruce.stephens@jwcemail.com,,Salesforce
10854825,Inactive Investor,Douglas Holcomb,Senior Vice President;Wealth Advisor,"Alliance Wealth Advisors, LLC Scranton PA 538 Spruce St",doug@alliancewealthadvisors.com,,Salesforce
10658123,,Alan Swingler,,,alan.swingler@ceterais.com,,List Import
11064483,Inactive Investor,Dale Camillo,Financial Advisor,LPL Financial LLC Ocala FL 1107 E Silver Springs Blvd,dale.camillo@lpl.com,,Salesforce
11010379,Inactive Investor,Mark Yadgaroff,Senior Vice President,Stephens New York NY 660 5th Ave,mark.yadgaroff@stephens.com,,Salesforce
1772364,,Elliott Young,,,elliotty211@gmail.com,,
11011613,Inactive Investor,Melissa Fry,,Cetera Advisor Networks LLC East Troy WI Private Residence,,,Salesforce
11134285,Inactive Investor,Matthew Kabala,Assistant Vice President;Financial Advisor;Investment Officer,"Wells Fargo Advisors Financial Network, LLC Okatie SC 110 Traders Cross",matt.kabala@wfafinet.com,,Salesforce
9613120,,Todd Larson,,,tlarson@ftadvisors.com,,List import
10999198,Inactive Investor,Robert Cowan,,NYLIFE Securities LLC Moscow ID Private Residence,rcowan01@ft.newyorklife.com,,Salesforce
10805483,Inactive Investor,Leonard Schaefer,,"Raymond James & Associates, Inc. Houston TX 5847 San Felipe St",franklyn.schaefer@raymondjames.com,,Salesforce
11105280,Inactive Investor,Paul Gigot,,Thrivent Investment Management Inc. Appleton WI 4321 N Ballard Rd,paul.gigot@thrivent.com,,Salesforce
9568704,,Martin McAlpin,,,mmcalpin@massmutual.com,,List import
11093596,Inactive Investor,Lindsey Andrew,Financial Planner;Investment Advisor Representative,"McCurdy Investments, LLC",,,Salesforce
10487660,,Scott McKay,,LPL Financial LLC,scott.w.mckay@lpl.com,,List Import
11037547,Inactive Investor,Andrew Champagne,,"Pruco Securities, LLC. Shelton CT 2 Corporate Dr",andrew.champagne@prudential.com,,Salesforce
10809277,Inactive Investor,Edward Murray,Chief Compliance Officer;Investment Advisor;Managing Member,"Family Investment Advisory, LLC",,,Salesforce
11061012,Inactive Investor,Daniel Baumgardner,,Convergence Financial Saint Paul MN 14665 Galaxie Ave,,,Salesforce
11084097,Inactive Investor,Alison Blodgett,Financial Advisor,Edward Jones Tarboro NC 409 N Main St,alison.thompson@edwardjones.com,,Salesforce
11163048,Inactive Investor,Jun Chea,Vice President;Wealth Advisor,Financial Insights,jchea@financialinsights.net,,Salesforce
10913196,Inactive Investor,Kendall Pace,Financial Advisor,Edward Jones Bowie MD 4201 Northview Dr,kendall.pace@edwardjones.com,,Salesforce
9542656,,Myeonghun Jeong,,,younggss@hotmail.com,,List import
9615345,,Luca Petricca,,,lucapetricca@email.it,,List import
10800458,Inactive Investor,Kevin Baumberger,,NYLIFE Securities LLC Independence OH 6100 Oak Tree Blvd,kbaumberger@ft.newyorklife.com,,Salesforce
10892928,Inactive Investor,Justin Watkins,Financial Advisor,Edward Jones Bonney Lake WA 3110 Sumner Tapps Hwy E,justin.watkins@edwardjones.com,,Salesforce
11195959,Inactive Investor,Stephen Hughes,,"VALIC Financial Advisors, Inc.",stephen.hughes@valic.com,,Salesforce
11011756,Inactive Investor,Derek Woodman,,PFS Investments Inc. Casa Grande AZ 251 E Cottonwood Ln,derek.woodman@primerica.com,,Salesforce
9592750,,Jeremy Heckerling,,,jheckerling@candlestickcapital.com,,List import
10902087,Inactive Investor,James Gura,,Commonwealth Financial Network Saint Louis MO 3770 S Lindbergh Blvd,jgura@commonwealth.com,,Salesforce
9632499,,Murk Thomas,,,murktrey@gmail.com,,List import
10924854,Inactive Investor,Raymond Beplat,Chief Compliance Officer;Chief Investment Officer;Portfolio Manager;President,"Beplat Asset Management, Inc.",rabeplat@beplatassetmgmt.com,,Salesforce
11187942,Inactive Investor,Eumir Francisco,,State Farm VP Management Corp. Downingtown PA 506 E Lancaster Ave,,,Salesforce
11101698,Inactive Investor,Natasa Zivak,Managing Director,J.P. Morgan Securities LLC Chicago IL 10 S Dearborn St,natasa.zivak@jpmorgan.com,,Salesforce
11204678,Inactive Investor,Laura Derderian,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton Lower Falls MA 2221 Washington St",laura.derderian@ml.com,,Salesforce
11156798,Inactive Investor,Anthony Marciano,Financial Consultant,LPL Financial LLC New Britain CT 450 Main St,anthony.marciano@lpl.com,,Salesforce
215566,,thomas sutton,,Individual,tnsutton@yahoo.com,5616241627,Organic Search
5072834,,David Hung,,,dh88828@yahoo.com,3476259822,Web form fillout
10907795,Inactive Investor,Devin Garrett,,Fidelity Brokerage Services LLC San Diego CA 11943 El Camino Real,devingarrett.team@fidelity.com,,Salesforce
199191,,Adil Minocherhomjee,,United States,adilminocherhomjee@gmail.com,,
11005735,Inactive Investor,Nicolas Interrante,,TradeWeb L.L.C,nicolas.interrante@tradeweb.com,,Salesforce
9600507,,Hussian Khan,,,pathanhussainkhan@gmail.com,,List import
10871423,Inactive Investor,Jeffrey McMahon,Private Client Banker,J.P. Morgan Securities LLC Westfield NJ 302 E Broad St,jeffrey.mcmahon@chase.com,,Salesforce
11027617,Inactive Investor,Sean Barbour,,Cetera Advisors LLC Pittsburgh PA 1386 Old Freeport Rd,,,Salesforce
11101419,Inactive Investor,Jennifer Renner,,"Empower Financial Services, Inc",jennifer.renner@empower.com,,Salesforce
9585943,,Steven Morrell,,,steven.morrell@fidelity.com,,List import
11043937,Inactive Investor,Nicholas Shelly,,State Farm VP Management Corp. Sumter SC 20 E Liberty St,nicholasshelly@statefarm.com,,Salesforce
10772967,Inactive Investor,Nathaniel Kibbe,Financial Advisor,UBS Financial Services Inc. Portland ME Private Residence,nat.kibbe@ubs.com,,Salesforce
10921052,Inactive Investor,Orzalla Sulaimankhil,Area Manager;Senior Vice President,"Wells Fargo Clearing Services, LLC Encino CA 15760 Ventura Blvd",orzalla.sulaimankhil@wellsfargo.com,,Salesforce
9601662,,James Mcmahon,,,james.mcmahon@kestrafinancial.com,,List import
11133815,Inactive Investor,Thomas Soriano,,"Bankers Life Securities, Inc. Charlotte NC 10706 Sikes Pl",thomas.soriano@bankerslife.com,,Salesforce
11261331,Inactive Investor,David Dudai,Chief Operating Officer,NuVerse Advisors LLC Hallandale Beach FL 1010 S Federal Hwy,ddudai@nuverse.com,,Salesforce
11032639,Inactive Investor,Cornell White,,"Equitable Advisors, LLC Cincinnati OH 4000 Smith Rd",,,Salesforce
9557799,,Walton Lee,,,walton.lee@suntrust.com,,List import
10818509,Inactive Investor,Paticia Lord,Owner,"Marshall & Sullivan, Inc.",,,Salesforce
9603504,,Larry Allen,,,lallen@allenrsch.org,,List import
244974,,Ray Adams,"Division Director, RIA & Custody Services (RCS)",Raymond James,ray.adams@raymondjames.com,,Manual List Upload
9557426,,Karen Howard,,,karen@howardcm.com,,List import
10659143,,Ryan Gibbons,,,ryan.gibbons@rbc.com,,List Import
10615089,,Maria-Isabel Torres-Ullauri,"Financial Advisor, International Client Advisor, Senior Vice President",,isabel.torres-ullauri@morganstanley.com,,List Import
10758576,Inactive Investor,Brad Rosenberg,Branch Manager;Director - Market;Executive Director,UBS Financial Services Inc. Miami FL 18851 NE 29th Ave,brad.rosenberg@ubs.com,,Salesforce
11220394,,Helena Ocampo,,,heocampo@goelzerinc.com,,Other
10910897,Inactive Investor,Gregory Croll,Financial Planner,"Pruco Securities, LLC. Orchard Park NY 3085 Southwestern Blvd",greg.croll@prudential.com,,Salesforce
10905104,Inactive Investor,David Lyon,Private Wealth Advisor,"Ameriprise Financial Services, LLC Mechanicsburg PA 4909 Louise Dr",david.r.lyon@ampf.com,,Salesforce
10604486,,John Jackson,Advisor Owner,Barony Financial Group,johnjackson@homesc.com,8437615970,List Import
11169064,Inactive Investor,Russell Henry,,"Raymond James Financial Services, Inc. Birmingham MI 600 S Adams Rd",,,Salesforce
10771447,Inactive Investor,Courtney Teas,Partner;Wealth Manager,"Heritage Investment Group, Inc.",,,Salesforce
338299,,John Norman,General Partner,Wedge Capital Management Llp,jnorman@wedgecapital.com,704-334-6475,Manual List Upload
10883677,Inactive Investor,Julie Mccarthy,Financial Advisor,Edward Jones Grove OK 906 S Main St,julie.mccarthy@edwardjones.com,,Salesforce
152349,,Mark Severs,,[Unknown],mark.b.severs@gmail.com,,
67663,,James Wachtel,,"Transamerica Financial Advisors, Inc",jim.wachtel@transamerica.com,630-705-1655,
10827690,Inactive Investor,Todd Overbeek,Investment Advisor Representative,LPL Financial LLC Grandville MI 3790 30th St SW,todd.overbeek@lpl.com,,Salesforce
11097687,Inactive Investor,Peter Jiser,,"Avantax Investment Services, Inc. Westport CT 4 Moss Ledge Rd",,,Salesforce
10767932,Inactive Investor,Richard Bean,Chief Wealth Strategist;Senior Vice President,CornerCap Investment Counsel Inc,rbean@cornercap.com,,Salesforce
11191643,Inactive Investor,Douglas Clark,First Vice President - Investments,"Raymond James & Associates, Inc. Doylestown PA 2003 S Easton Rd",douglas.clark@raymondjames.com,,Salesforce
11061115,Inactive Investor,Julius Costanza,,"Charles Schwab & Co., Inc. Orlando FL 1991 Summit Park Dr",julius.costanza@schwab.com,,Salesforce
10817954,Inactive Investor,Ronald Nutter,,"Concourse Financial Group Securities, Inc. Newark OH Private Residence",ronald.nutter@concoursefinancial.com,,Salesforce
10531696,,Patrick Hayes,,,patrick5500@gmail.com,,Web Form Fillout
10822979,Inactive Investor,Eric Erwin,Private Wealth Advisor,"Ameriprise Financial Services, LLC Corvallis OR 777 NE 2nd St",,,Salesforce
10787170,Inactive Investor,Joshua Huston,,Vanguard Marketing Corporation Scottsdale AZ 14321 N Frank Lloyd Wright Blvd,joshua_huston@vanguard.com,,Salesforce
10964486,Inactive Investor,Antonino Gagliardo,,"Ceros Financial Services, Inc. New York NY 80 Broad St",,,Salesforce
9599280,,Van Sar,,,vansar233@gmail.com,,List import
9604216,,George Taylor,,,getaylor20@outlook.com,,List import
10489123,,Christopher Splawn,Associate Financial Advisor,"Ameriprise Financial Services, LLC Plano TX 6860 Dallas Pkwy",christopher.splawn@ampf.com,817-591-8000,List Import
10935365,Inactive Investor,Jason Burley,Chief Compliance Officer;Managing Member;President,"Purpose First Financial, LLC",jason@purposefirstfinancial.com,,Salesforce
9626215,,Michael Rodriguez,,,michaelrodriguezbarahona1@gmail.com,,List import
11054383,Inactive Investor,Anthony Sellitto,Chief Compliance Officer;Chief Investment Officer;Owner;Portfolio Manager;Principal,"Akahi Capital Management, LLC",,,Salesforce
11030295,Inactive Investor,Jana Stoermer,,"Cambridge Investment Research, Inc. Tyler TX 1121 E Southeast Loop 323",jana.stoermer@cambridgeresource.com,,Salesforce
10861166,Inactive Investor,Mark Pinnata,Principal,"Principal Securities, Inc. Hauppauge NY 527 Townline Rd",pinnata.mark@principal.com,,Salesforce
11062323,Inactive Investor,Austin Nielsen,Financial Advisor,Edward Jones Bremen IN 118 W Plymouth St,austin.nielsen@edwardjones.com,,Salesforce
11076821,Inactive Investor,Joel Knight,,"Robinhood Financial, LLC Denver CO 2373 15th St",joel.knight@robinhood.com,,Salesforce
11011732,Inactive Investor,Brandy Avery,,PFS Investments Inc. Dublin OH 7215 Sawmill Rd,brandy.avery@primerica.com,,Salesforce
9545255,,Sean McNallie,,,smcnallie@onshoreland.com,,List import
11003376,Inactive Investor,Larry Barther,,"Equitable Advisors, LLC Jacksonville FL 225 Water St",larry.barther@equitable.com,,Salesforce
87438,,Taushi Azhari,Finance Administrator,Datascrip,taushiazhari@yahoo.com,,Event
11179617,Inactive Investor,Robert Gardner,Financial Advisor;Managing Director,"Wells Fargo Clearing Services, LLC Houston TX 825 Town and Country Ln",bob.gardner@wellsfargoadvisors.com,,Salesforce
38488,,Melissa Rosenfeld,Managing Member,Lisch Investment Management Llc,melissa@lisch.com,201-434-1170,Manual List Upload
9591094,,Martin Taylor,,,mtaylor@vistaequitypartners.com,,List import
10870018,Inactive Investor,Michelle Watts,,"Wells Fargo Clearing Services, LLC Spokane WA 601 W 1st Ave",michelle.watts@wfadvisors.com,,Salesforce
9608144,,Daniel Kurnos,,,dkurnos@benchmarkcompany.com,,List import
9287,, -,,[[Unknown]],susanpolson1985@gmail.com,,Direct
11089036,Inactive Investor,Odis Mack,,"Allstate Financial Services, LLC Houston TX 7171 Hwy 6 N",odismack@allstate.com,,Salesforce
10823787,Inactive Investor,Ann Hockman,,"Polar Investment Counsel, Inc. Duluth MN 5161 Miller Trunk Hwy",,,Salesforce
11057169,Inactive Investor,William Bush,,LPL Financial LLC Uniontown PA 110 Daniel Dr,william.l.bush@lpl.com,,Salesforce
11028628,Inactive Investor,Gary Ahr,Senior Wealth Advisor,EQ Wealth Advisors,gary@eqwealthadv.com,,Salesforce
9634588,,Vince Brien,,,vbrien@impaxam.com,,List import
9584492,,Mark Child,,,mchild@simiusa.com,,List import
11120411,Inactive Investor,Michael Byrne,,"Northwestern Mutual Investment Services, LLC San Francisco CA 600 Montgomery St",m.byrne@nm.com,,Salesforce
10821762,Inactive Investor,Marvin Engle,Chief Financial Officer,"Candace Shira Associates, LLC",,,Salesforce
9611971,,florent mullor,,,gleos.flowerpower@gmail.com,,List import
9578677,,Garrett Wentzell,,,gwentzell@graycliffpartners.com,,List import
2389528,,Kundan Kumar,,,kundan2005mth@gmail.com,,
11161567,Inactive Investor,Beka Kervalishvili,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel NJ 3131 Rte 38",beka.kervalishvili@ml.com,,Salesforce
10930394,Inactive Investor,Terrence Cushman,,"Berthel, Fisher & Company Financial Services, Inc. Platteville WI Private Residence",,,Salesforce
9549043,,Christopher Ervin,,,chris.ervin@transamerica.com,,List import
10798785,Inactive Investor,Katherine Armstrong,Financial Planner,"Osaic FA, Inc. Cockeysville MD 307 International Cir",katherine.paal@lfg.com,,Salesforce
9595168,,Tumelo Sebasa,,,sebasatumelo291@gmail.com,,List import
10836712,Inactive Investor,Daniel Moynihan,,B. Riley Wealth Management Villa Park IL 1 Tower Ln,,,Salesforce
9951807,,Maricarmen Lizarraga,,,maricarmenlizarraga1992@hotmail.com,,Web form fillout
11057424,Inactive Investor,John Birney,Financial Advisor;Investment Advisor Representative,United Planners' Financial Services of America A Limited Partner Flagler Beach FL 104 S 4th St,,,Salesforce
374343,,John Darby,,Graham Capital Wealth,john.darby@grahamcapitalinc.com,8136451233,Salesforce
10967406,Inactive Investor,William Blair,,"CapFinancial Securities, LLC. Charlotte NC 4201 Congress St",,,Salesforce
11145477,Inactive Investor,Kevin Nichols,Financial Advisor;Senior Investment Management Consultant;Senior Vice President,Morgan Stanley Greenwich CT 1 Fawcett Pl,kevin.nichols@morganstanley.com,,Salesforce
11140358,Inactive Investor,William Lee,Associate,Edward Jones Tulsa OK 6054 S Yale Ave,,,Salesforce
11107004,Inactive Investor,Bridget Davis,Chief Compliance Officer;Partner;Regulatory Contact,"Cedar Point Capital Partners, LLC",bdavis@cedarpointcap.com,,Salesforce
10770101,Inactive Investor,James Nichols,,"Voya Financial Advisors, Inc.",james.nichols@voya.com,,Salesforce
11188794,Inactive Investor,William Gilligan,Owner,PFS Investments Inc. Maumee OH 6821 Salisbury Rd,william.gilligan@primerica.com,,Salesforce
9572705,,Joe Zonenshine,,,jzonenshine@blackwellscap.com,,List import
10973367,Inactive Investor,Bridget Robinson,,Lincoln Investment Braintree MA 35 Braintree Hill Office Park,brobinson@lincolninvestment.com,,Salesforce
11107058,Inactive Investor,Kathryn Geyer,,LPL Financial LLC Clarksville TN 128 N 2nd St,kathryn.geyer@lpl.com,,Salesforce
10990582,Inactive Investor,Jason Turk,,J.P. Morgan Securities LLC East Northport NY 17 Huntington Square Mall,jason.turk@jpmorgan.com,,Salesforce
10788264,Inactive Investor,Daniel Dickherber,Managing Director,"Stifel, Nicolaus & Company, Incorporated",ddickherber@stifel.com,,Salesforce
10782525,Inactive Investor,Maryellen Passanisi,Assistant Vice President;Wealth Management Associate,Morgan Stanley Hauppauge NY 888 Veterans Hwy,maryellen.a.passanisi@morganstanley.com,,Salesforce
10764965,Inactive Investor,Ronald Potter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 355 Alhambra Cir",ronald_potter@ml.com,,Salesforce
10859513,Inactive Investor,Guy Schoenborn,,Cetera Advisors LLC Vancouver WA 4400 NE 77th Ave,,,Salesforce
10866033,Inactive Investor,Olivia Sebastian,,"Concurrent Investment Advisors, LLC Colorado Springs CO 9475 Briar Village Pt",olivia.sebastian@poweredbyconcurrent.com,,Salesforce
10923070,Inactive Investor,Timothy Richardson,,"Avantax Investment Services, Inc. Herndon VA Private Residence",,,Salesforce
11111661,Inactive Investor,John Palmer,Principal,"Wells Fargo Advisors Financial Network, LLC Smithtown NY 199 E Main St",jcpalmer@wfafinet.com,,Salesforce
237978,, -,,[[Unknown]],justint_lewis@yahoo.com,,
11105861,Inactive Investor,Joshua Friedman,Assistant Vice President;Wealth Management Associate,Morgan Stanley New York NY 55 E 52nd St,joshua.friedman@morganstanley.com,,Salesforce
9582886,,Taras Havrysh,,,tarrir3906@gmail.com,,List import
11184037,Inactive Investor,John Abbott,Senior Regional Leader,PFS Investments Inc. Dayton OH 7026 Corporate Way,john.abbott@primerica.com,,Salesforce
9613000,,Robin House,,,robin@ourhousewealth.com,,List import
11235989,Inactive Investor,Jean Malo,Private Wealth Advisor,"Americana Partners, LLC",jmalo@americanapartners.com,,Salesforce
10972630,Inactive Investor,John Mullin,,J.P. Morgan Securities LLC Houston TX 1935 W Gray St,,,Salesforce
11162405,Inactive Investor,Jolly Kang,Financial Solutions Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated San Jose CA 560 S Winchester Blvd",,,Salesforce
11206615,Inactive Investor,Jami Hamilton,Vice President,LPL Financial LLC San Diego CA 4707 Executive Dr,jami.mclay@lpl.com,,Salesforce
10604401,,Ort Chen,Chief Investment Officer,Sterling Capital Management,ochen@sterlingcapital.com,7049274130,List Import
10943412,Inactive Investor,Mark Meyer,,LPL Financial LLC Brainerd MN 200 S 6th St,,,Salesforce
11196029,Inactive Investor,Paige Kim,Support Advisor,"Patton Albertson Miller Group, LLC Atlanta GA 2999 Piedmont Rd NE",,,Salesforce
9641129,,Mark Mcfarland,,,mark@themadisonpartners.com,,List import
11168456,Inactive Investor,Partha Shastri,,"Wells Fargo Clearing Services, LLC Alexandria VA 6565 Little River Tpke",partha.shastri@wfadvisors.com,,Salesforce
11198756,Inactive Investor,Stephen Abdella,Customer Service Specialist,PNC Investments Pittsburgh PA 249 5th Ave,stephen.abdella@pnc.com,,Salesforce
9576800,,Amanda Howerton,,,ahowerton@rkcapital.com,,List Import
11078764,Inactive Investor,Brandon Holcomb,,Goldman Sachs & Co. Houston TX 609 Main St,brandon.holcomb@gs.com,,Salesforce
11063977,Inactive Investor,Michael Belg,,Fidelity Brokerage Services LLC Latonia KY 100 Howe Dr,,,Salesforce
10875956,Inactive Investor,Raymond Boyum,,"Cambridge Investment Research, Inc. Cedar Rapids IA Private Residence",,,Salesforce
10659670,,Ankit Patel,,,ankit.x.patel@chase.com,,List Import
9609635,,Robin Bellanger,,,opitchiibellanger30@gmail.com,,List import
9590069,,David Icikson,,,dicikson@parabellumcap.com,,List import
10893489,Inactive Investor,Richard Johnson,,"Osaic Wealth, Inc. Huntersville NC 9820 Northcross Center Ct",,,Salesforce
11091338,Inactive Investor,Kim Shoesmith,Financial Advisor,Edward Jones San Diego CA 11440 W Bernardo Ct,kim.shoesmith@edwardjones.com,,Salesforce
2672535,,Amar Ku,,,amaekumar898@gmail.com,,
9641340,,Jerry Ezekwe,,,kzuraki@gmail.com,,List import
11149916,Inactive Investor,Peter Tin,,Cetera Investment Services LLC Arcadia CA 56 E Duarte Rd,,,Salesforce
231583,, -,,[[Unknown]],bartcarpenter@gmail.com,,
11142162,Inactive Investor,Barbara Hughes,Senior Financial Advisor;Vice President;Vice President - Investments,"Stifel, Nicolaus & Company, Incorporated Springfield MO 1935 E Battlefield St",barbara.hughes@stifel.com,,Salesforce
11111779,Inactive Investor,Laura Pence,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
11046787,Inactive Investor,Jeffry Smith,Partner,"Lancaster County Financial Group, LLC",,,Salesforce
9607874,,M Cathalifaud,,,cathalifaud@hotmail.com,,List import
10805779,Inactive Investor,Kyle Kiser,Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Scottsdale AZ 23655 N Scottsdale Rd",kyle.kiser@ml.com,,Salesforce
349553,,Joseph Larucci,Member,Aksia Llc,joe.larucci@aksia.com,212-710-5710,Manual List Upload
9550860,,caomhan mcmenamin,,,caomhan_mcmenamin@hotmail.com,,List import
248702,,Nyein Chan Soe Win,"Managing Director, Digital Payments",AYA Bank,nyeinchansoewin@ayabank.com,,Manual List Upload
11033834,Inactive Investor,Anne Fallon,Assistant Vice President;Private Wealth Relationship Manager,"Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 225 Liberty St",anne.w.fallon@ml.com,,Salesforce
10872702,Inactive Investor,Han Saem Hur,Client Service Associate,Morgan Stanley New York NY 55 E 52nd St,,,Salesforce
11079238,Inactive Investor,Randall Coleman,Senior Vice President;Wealth Management Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockledge FL 6525 3rd St",randall_coleman@ml.com,,Salesforce
11112563,Inactive Investor,Justin Henck,Financial Advisor;Vice President - Wealth Management,UBS Financial Services Inc. Sylvania OH 5757 Monroe St,justin.henck@ubs.com,,Salesforce
9623378,,ryan small,,,ryan.small64@icloud.com,,List import
11158344,Inactive Investor,Kevin Everson,Financial Advisor,Edward Jones Wakefield MI 310 E US Hwy 2,kevin.everson@edwardjones.com,,Salesforce
10891565,Inactive Investor,Melanie Neighbor,,Edward Jones Prairie Village KS 7301 Mission Rd,melanie.neighbor@edwardjones.com,,Salesforce
10972844,Inactive Investor,Nicholas Lavoy,,The Huntington Investment Company Toledo OH 4773 Glendale Ave,nicholas.lavoy@huntington.com,,Salesforce
10596858,Inactive Investor,Vinee Mehta,Owner,Vinee Mehta,,,Salesforce
10897545,Inactive Investor,Jeffrey Byrnes,Senior Financial Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Rockville MD 11810 Grand Park Ave",jeffrey.r.byrnes@ml.com,,Salesforce
9564774,,David Hensley,,,david.hensley@cfdinvestments.com,,List import
10752727,Inactive Investor,Richard Nabasny,Business Financial Advisor;Financial Advisor,"Ameriprise Financial Services, LLC Langhorne PA 2300 E Lincoln Hwy",richard.j.nabasny@ampf.com,,Salesforce
9606800,,Fredrik Malmberg,,,fred@cabinetentertainment.com,,List import
122022,,Federico Corbari,,Sunzi,corbari@sunzi.uk,4.47444E+11,Organic Search
11202123,Inactive Investor,Christopher Proctor,,Edward Jones Toledo OH 4400 Heatherdowns Blvd,christopher.proctor@edwardjones.com,,Salesforce
11047285,Inactive Investor,Ryan Leday,Financial Advisor,LPL Financial LLC Tualatin OR 12205 SW Tualatin Rd,ryan.leday@lpl.com,,Salesforce
11102748,Inactive Investor,Megan Ries,,J.P. Morgan Securities LLC Auburn Hills MI 3401 Auburn Rd,megan.m.salina@jpmorgan.com,,Salesforce
10866555,Inactive Investor,Jay Doraiswami,Managing Member;President,Wealtheon Advisors LLC,jay.doraiswami@wealtheonadvisors.com,,Salesforce
10830611,Inactive Investor,Brian Mikkelson,Investment Advisor Representative;Wealth Advisor,LPL Financial LLC Eden Prairie MN 11095 Viking Dr,brian.mikkelson@lpl.com,,Salesforce
10725140,,Matteo Janssen,,,matteo@crypdefi.eu,,Web Form Fillout
10902041,Inactive Investor,Maya Baxter,,Fidelity Brokerage Services LLC Berkeley CA 1995 University Ave,maya.baxter@fidelity.com,,Salesforce
11019581,Inactive Investor,Dane Fulmer,,"Calton & Associates, Inc. Fort Smith AR Private Residence",dfulmer@calton.com,,Salesforce
10657452,,Pamela Avalos Nonato,,,pamela.avalosnonato@chase.com,,List Import
10975457,Inactive Investor,William Oconnell,,J.P. Morgan Securities LLC Gainesville FL 2916 SW 35th Dr,william.j.oconnelljr@chase.com,,Salesforce
11123114,Inactive Investor,David Abdulky,Investment Advisor,Momentum Independent Network Inc. Dallas TX 7001 Preston Rd,dabdulky@hilltopnetwork.com,,Salesforce
10813825,Inactive Investor,Catherine Fang,Executive Director;Financial Planning Specialist;Managing Director;Private Wealth Advisor,Morgan Stanley Menlo Park CA 2775 Sand Hill Rd,catherine.fang@morganstanley.com,,Salesforce
10816122,Inactive Investor,Jacqueline Schneider,Partner,"McCarthy Grittinger Financial Group, LLC",jschneider@mgfin.com,,Salesforce
10795225,Inactive Investor,Theodore Block,Financial Advisor,"Ameriprise Financial Services, LLC Garden City NY 377 Oak St",theodore.e.block@ampf.com,,Salesforce
9632660,,Joshua Reith,,,reithj1977@gmail.com.com,,List import
11117252,Inactive Investor,Janice Carlisle,Financial Advisor,Money Concepts Capital Corp Park City IL Private Residence,jcarlisle@moneyconcepts.com,,Salesforce
9541381,,Iam Meeoh,,,makkiato@protonmail.com,,List import
11056324,Inactive Investor,George Howard,Financial Advisor,LPL Financial LLC Atlantic IA 1908 E 7th St,george.howard@lpl.com,,Salesforce
11235198,Inactive Investor,Marli Smythe,Investment Advisor Representative,PFG Advisors,,,Salesforce
10905107,Inactive Investor,Richard Schooley,,"Raymond James Financial Services, Inc. Atlanta GA 1100 Peachtree St NE",richard.schooley@raymondjames.com,,Salesforce
9608748,,Mitch Fi,,,kyleads@yahoo.com,,List import
11126605,Inactive Investor,Bud Mutum,,"Charles Schwab & Co., Inc. Omaha NE 200 S 108th Ave",,,Salesforce
9641824,,Kirk Moran,,,dcman12001@yahoo.com,,List import
11206586,Inactive Investor,Kenneth Tipping,Financial Advisor,LPL Financial LLC West Des Moines IA 6402 Orchard Dr,ken.tipping@lpl.com,,Salesforce
10931696,Inactive Investor,Gerald Owens,Financial Advisor,LPL Financial LLC Rock Hill SC 334 Oakland Ave,gerald.owens@lpl.com,,Salesforce
10902048,Inactive Investor,Jason Pride,Chief Investment Officer;Managing Director,"Glenmede Investment Management, LP",jason.pride@glenmede.com,,Salesforce
11020799,Inactive Investor,Daniel Camporeale,,"Empower Financial Services, Inc Sandy Hook CT Private Residence",daniel.camporeale@empower.com,,Salesforce
10868199,Inactive Investor,John Massey,,"FBL Marketing Services, LLC Gilbert AZ 325 S Higley Rd",john.massey@fblfinancial.com,,Salesforce
338786,,Kate Pilcher,Investor & Media Relations,Moelis Capital Partners Llc,kate.pilcher@moelis.com,917-719-5700,Manual List Upload
10953188,Inactive Investor,Daniel Joseph,Financial Consultant,"Equitable Advisors, LLC Pittsburgh PA 6 PPG Pl",daniel.joseph@equitable.com,,Salesforce
10972387,Inactive Investor,Ruth Apura,,PFS Investments Inc. San Jose CA 3031 Tisch Way,rapura@primerica.com,,Salesforce
9628538,,Edaurdo Carvalho,,,eduardo@dynastygi.com,,List import
9566296,,BRYAN BLUTSTEIN,FINANCIAL PLANNER,PRUDENTIAL,BRYAN.BLUTSTEIN@PRUDENTIAL.COM,732-970-6480,List import
11120708,Inactive Investor,Timothy Cooper,Senior Vice President - Wealth Management,"Raymond James & Associates, Inc. Birmingham MI 325 N Old Woodward Ave",timothy.cooper@raymondjames.com,,Salesforce
10859034,Inactive Investor,Jennifer Eastman,Chief Compliance Officer;Chief Operations Officer,Birchbrook,jennifereastman@birchbrook.com,,Salesforce
9587968,,Sotirios Pappas,,,sam@retirementplanningco.com,,List import
9583989,,Austin Cho,,,jasonkiman1110@gmail.com,,List import
10488440,,Ryland Hudack,Wealth Planning Advisor,"Financial Synergistics Group, Inc.",riley@financialsynergistics.com,,List Import
10982597,Inactive Investor,Dustin Knoedler,,MWA Financial Services Inc. Cincinnati OH 12500 Reed Hartman Hwy,dustin.knoedler@modern-woodmen.org,,Salesforce
116530,,Mark Schaffer,,"Securities America Advisors, Inc.",mark.schaffer@securitiesamerica.com,860-372-7322,
10784341,Inactive Investor,Jason Shumway,,Morgan Stanley Sandy UT 200 W Civic Center Dr,,,Salesforce
9582862,,Todd Cloward,,,todd.cloward@transamerica.com,,List import
10893343,Inactive Investor,Christopher Clewell,,LPL Financial LLC Zanesville OH 199 W Main St,christopher.clewell@lpl.com,,Salesforce
11171635,Inactive Investor,Elizabeth Johnson,Chief Compliance Officer;Founding Partner;Managing Member;Managing Partner,Flagship Private Wealth,betsy.johnson@flagpw.com,,Salesforce
11069397,Inactive Investor,Adam Bea,,Fidelity Brokerage Services LLC Leawood KS 11200 Nall Ave,adam.bea@fmr.com,,Salesforce
10922579,Inactive Investor,Jennifer Dunn,Registered Administrative Assistant,LPL Financial LLC Tulsa OK 7335 S Lewis Ave,,,Salesforce
9635403,,Rob Lebowitz,,,rlebowitz@betacap.com,,List import
10780753,Inactive Investor,Julianne Fisher,,The Huntington Investment Company Harrison Township MI 39840 Bridgeview St,julianne.fisher@huntington.com,,Salesforce
10803977,Inactive Investor,Ronald Feltes,,"LaSalle St Securities, L.L.C. Hiawatha IA 2202 Heritage Green Dr",,,Salesforce
3128712,,Nilesh parmat Nilesh parmat,,,nilesparmar68@gmail.com,,
10845902,Inactive Investor,Brian Ruff,Financial Advisor,Advisor Resource Council,,,Salesforce
9544402,,James Murray,,,jmurray@jdmwealth.com,,List import
9634712,,Kelly Williams,,,kellyl@sundvold.com,,List import
148039,,David Cranmer,,[Unknown],dc@thecranmers.com,,Organic Search
11087773,Inactive Investor,Kyu Kim,,LPL Financial LLC Valencia CA 27200 Tourney Rd,kyu.kim@lpl.com,,Salesforce
11067491,Inactive Investor,Eamonn Hartnett,,Fidelity Brokerage Services LLC Smithfield RI 500 Salem St,eamonn.hartnett@fidelity.com,,Salesforce
11222978,,Patrick Petkovich,,,patrick.petkovich@raymondjames.com,,List Import
10964787,Inactive Investor,Alleson Tate,Chief Compliance Officer;Founder;Principal,"Avere Wealth Management, LLC",atate@averewealth.com,,Salesforce
11049483,Inactive Investor,Lester Hardy,Premier Banker,"Wells Fargo Clearing Services, LLC Fort Lauderdale FL 8890 W State Road 84",lester.hardy@wellsfargo.com,,Salesforce
11190575,Inactive Investor,Cortney Cost,Chief Compliance Officer;Wealth Advisor,"Kraft Asset Management, LLC",,,Salesforce
10603602,,Joseph Peart,"Chief Executive Officer, Regulatory Contact",volofin Capital Management,bob.peart@volofin.com,,List Import
10798096,Inactive Investor,Brad Long,,"Raymond James Financial Services, Inc. Annapolis MD 170 Jennifer Rd",brad.long@raymondjames.com,,Salesforce
345052,,Brandon Oliver,Managing Member,"Arcwood Financial, Llc",brandon@arcwoodfinancial.com,602-726-6280,Manual List Upload
11083715,Inactive Investor,Christopher Smith,Financial Advisor,"Concourse Financial Group Securities, Inc. Florence AL 2975 Hough Rd",christopher.smith@concoursefinancial.com,,Salesforce
4280518,,Jonathan Faison,,,kr5w53vpnaq@temporary-mail.net,,Web Form Fillout
11210034,Inactive Investor,Dennis O'Neil,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,dennis_o-neil@vanguard.com,,Salesforce
10969558,Inactive Investor,Ana Maldonado,,"Charles Schwab & Co., Inc. Roanoke TX 3000 Schwab Way",,,Salesforce
9642824,,Max Song,,,maxsong123@gmail.com,,List import
9643270,,Daisukee Tsubokawa,,,dtsubokawa@gmail.com,,List import
10997892,Inactive Investor,Riley Landuyt,,Cetera Advisor Networks LLC Overland Park KS 7500 College Blvd,,,Salesforce
9629864,,Jannik Pacher,,,steamrep1905@gmail.com,,List import
10801842,Inactive Investor,Benjamin April,Executive Director;Family Wealth Director;Private Wealth Advisor,Morgan Stanley New York NY 55 E 52nd St,benjamin.april@morganstanleypwm.com,,Salesforce
10803032,Inactive Investor,Michael Cook,Senior Vice President - Wealth Management,UBS Financial Services Inc. Boston MA 1 Post Office Sq,michael.cook@ubs.com,,Salesforce
10646336,,Sean Loveday,,,sean.loveday@prudential.com,,List Import
11011916,Inactive Investor,Robin Yates,,LPL Financial LLC Saint Johns FL Private Residence,robin.yates@lpl.com,,Salesforce
10824101,Inactive Investor,Joseph Ancona,,Middlegate Securities Inc.,,,Salesforce
11020265,Inactive Investor,Carole Duffey,,Stonex Securities Inc. Montgomery AL 7075 Halcyon Park Dr,carole.duffey@saswealth.com,,Salesforce
11057440,Inactive Investor,William Rodriguez,Vice President;Wealth Planning Specialist,J.P. Morgan Securities LLC Los Angeles CA 1888 Century Park E,william.rodriguez@jpmorgan.com,,Salesforce
10804378,Inactive Investor,Sean Fenton,Financial Advisor,"Ameriprise Financial Services, LLC Boynton Beach FL 1260 S Federal Hwy",sean.fenton@ampf.com,,Salesforce
10843166,Inactive Investor,Eugene Balerna,Chief Compliance Officer;Chief Investment Officer;Managing Member;President,The Bedminster Group,e.balerna@thebedminstergroup.com,,Salesforce
11192047,Inactive Investor,Robert Horowitz,,Fidelity Brokerage Services LLC Germantown TN 7628 W Farmington Blvd,robert.horowitz@fmr.com,,Salesforce
11122283,Inactive Investor,Samantha Del Bando,,"Raymond James & Associates, Inc.",samantha.del-bando@raymondjames.com,,Salesforce
11205691,Inactive Investor,Samantha Hunt,,State Farm VP Management Corp. Palm Bay FL 5030 Minton Rd NW,samantha.i.hunt.vacoo2@statefarm.com,,Salesforce
11052277,Inactive Investor,Amelia Tobias,Registered Investment Associate,"Stifel, Nicolaus & Company, Incorporated Saint Louis MO 2021 S Lindbergh Blvd",tobiasa@stifel.com,,Salesforce
9613524,,Troy Logan,,,tlogan@castleark.com,,List import
11122473,Inactive Investor,Juan Dader Boronat,,Deutsche Bank Securities Inc.,,,Salesforce
10944003,Inactive Investor,Al Lovelace,,"Equitable Advisors, LLC Forest City NC 115 Cherry Mountain St",al.lovelace@equitable.com,,Salesforce
10844148,Inactive Investor,James Fields,Co-Chief Executive Officer;Limited Partner;Partner;President,Klingenstein Fields Advisors,james.fields@klingenstein.com,,Salesforce
11197443,Inactive Investor,Paul Meyer,,"MML Investors Services, LLC Saddle Brook NJ 250 Pehle Ave",,,Salesforce
11120488,Inactive Investor,Laura Barnes,,PFS Investments Inc. Mansfield TX 717 N Holland Rd,laura.barnes@primerica.com,,Salesforce
11011095,Inactive Investor,Michael Graff,,State Farm VP Management Corp. Greeley CO 1990 59th Ave,,,Salesforce
9607798,,Maurice Meezs,,,mauricemeezs@gmail.com,,List import
10648466,,Michael Burke,,,michael.burke@fmr.com,,List Import
10614631,,Michael Breunig,Financial Advisor,,mbreunig@investmentctr.com,,List Import
238380,,Steve@advisorsofvermont.com TRENHOLM,,[Unknown],steve@advisorsofvermont.com,,
192687,,Ed marchuk,,[[Unknown]],emarchuk@shaw.ca,,Initial Salesforce Import
10992972,Inactive Investor,Valerie Hernandez,,Fidelity Brokerage Services LLC Chandler AZ 7001 W Ray Rd,,,Salesforce
164614,,Jonatan Klock,,[Unknown],jonatan.klock@gmail.com,,Direct
11148654,Inactive Investor,Gregory Fox,,Commonwealth Financial Network Carlsbad CA 5780 Fleet St,gfox@commonwealth.com,,Salesforce
11044957,Inactive Investor,Julie Cook,Wealth Advisor,LPL Financial LLC Crossville TN Private Residence,julie.cook@lpl.com,,Salesforce
10604154,,Linda Wilkins,Associate Wealth Advisor,"Schwab Wealth Advisory, Inc.",linda.wilkins@schwab.com,415-667-7000,List Import
11187322,Inactive Investor,Al Holley,,LPL Financial LLC Brewton AL 821 Douglas Ave,al.f.holley@lpl.com,,Salesforce
206208,,Hatim Hoosenally,,[Unknown],hatimhoosenally@yahoo.com,,Organic Search
11034953,Inactive Investor,John Bender,,Fidelity Brokerage Services LLC,,,Salesforce
11075116,Inactive Investor,Christopher Ocepek,,LPL Financial LLC Valencia CA 27067 McBean Pkwy,christopher.ocepek@lpl.com,,Salesforce
11003203,Inactive Investor,Quinn Chock,,"Osaic Wealth, Inc. Honolulu HI 1163 S Beretania St",,,Salesforce
10617171,,James Karnik,,,james.j.karnik@jpmorgan.com,,List Import
11136556,Inactive Investor,Saniah Qureshi,Financial Advisor;Institutional Consulting Analyst,Morgan Stanley Chicago IL 233 S Wacker Dr,,,Salesforce
11150515,Inactive Investor,Jose Ventura,,"Kestra Investment Services, LLC Leesburg VA 20 S King St",,,Salesforce
10603708,,Michael Moriarty,"Chief Executive Officer, Executive Officer, Portfolio Manager, Regulatory Contact","Teewinot Capital Advisers, L.L.C.",michael@teewinotfunds.com,212-984-2360,List Import
10995315,Inactive Investor,Emily Smith,,"Wells Fargo Clearing Services, LLC",,,Salesforce
9571416,,Daniel DiLella,,,ddilella@equuspartners.com,,List import
10841770,Inactive Investor,Kevin Kelly,,"Western International Securities, Inc. Traverse City MI 2226 S Airport Rd W",kkelly@wisdirect.com,,Salesforce
10854414,Inactive Investor,Margaret Cirella,,NYLIFE Securities LLC Issaquah WA Private Residence,mcirella@ft.newyorklife.com,,Salesforce
10796977,Inactive Investor,David Napach,Limited Partner;Managing Partner,"Pacific Strategic Management, LP New York NY 135 E 57th St",dnapach@pacificsi.com,,Salesforce
11192322,Inactive Investor,Konnor Tranoris,Chief Compliance Officer;Owner,Wealth Den Financial,,,Salesforce
9583935,,Brian Cussimanio,,,cussimanio_brian@nlvmail.com,,List import
11095212,Inactive Investor,Jeffrey Scofield,Branch Director;Senior Vice President,"RBC Capital Markets, LLC Pasadena CA 300 N Lake Ave",jeffrey.scofield@rbc.com,,Salesforce
9588765,,Amy Robinson,,,amy@robinsonvalue.com,,List import
214599,,J L,,[Unknown],sinohun@yahoo.com,0221580907,Direct
181129,,todd pierce,,[Unknown],tpierce26@gmail.com,,
10978705,Inactive Investor,Li Kelly,,HSBC Securities (USA) Inc. Flushing NY 3910 Main St,,,Salesforce
10929347,Inactive Investor,Franklin Coen,,"CreativeOne Securities, LLC Tempe AZ 1375 S McClintock Dr",,,Salesforce
10753928,Inactive Investor,Braden Johnson,Financial Advisor,"Ameriprise Financial Services, LLC Seattle WA 520 Pike St",braden.johnson@ampf.com,,Salesforce
10812933,Inactive Investor,Thomas Goodson,Chief Executive Officer,The AmeriFlex Group Santa Barbara CA 1332 Anacapa St,tom@ameriflex.com,,Salesforce
10656414,,Kerri Duffy,,,kerri.duffy@fidelity.com,,List Import
342633,,Rene Kreisl,Director,Macquarie Investment Management Austria Kapitalanl,rene.kreisl@macquarie.com,431-904-000,Manual List Upload
10826011,Inactive Investor,Paul Fair,Managing Member,"Paul Fair Associates, LLC",,,Salesforce
10615685,,Susan Hills,,,hillss@stifel.com,,List Import
11142049,Inactive Investor,Leslie Berkowitz,Director;Portfolio Strategist,"Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains NY 360 Hamilton Ave",,,Salesforce
10818731,Inactive Investor,Ryan Clay,Financial Advisor,Edward Jones Seattle WA 5600 Kirkwood Pl N,ryan.clay@edwardjones.com,,Salesforce
10847850,Inactive Investor,Drew Yerger,Financial Planner,"MML Investors Services, LLC Mechanicsburg PA 100 Sterling Pkwy",drew@financialguide.com,,Salesforce
11193737,Inactive Investor,Marc Silverstein,Financial Advisor;Investment Advisor Representative,Lincoln Investment Bohemia NY 640 Johnson Ave,msilverstein@nationallife.com,,Salesforce
10982810,Inactive Investor,Xinyu Liu,,Goldman Sachs & Co.,,,Salesforce
11196617,Inactive Investor,Michael Campbell,Financial Advisor,Park Avenue Securities LLC Pittsburgh PA 244 Blvd of the Allies,michael_campbell@glic.com,,Salesforce
11147870,Inactive Investor,Matthew Clay,Financial Advisor;Managing Director,"Ameriprise Financial Services, LLC Gilbert AZ 161 E Rivulon Blvd",matt.clay@ampf.com,,Salesforce
10798855,Inactive Investor,Mary Clark,Analyst - Consulting Group;Assistant Vice President,Morgan Stanley Houston TX 2800 Post Oak Blvd,mary.clark@morganstanley.com,,Salesforce
11126008,Inactive Investor,Alfredo Verastegui,,HSBC Securities (USA) Inc. Miami FL 1441 Brickell Ave,alfredo.verastegui@us.hsbc.com,,Salesforce
212202,,Todd Finch,,[Unknown],toddmfinch@gmail.com,,Paid Social
10824065,Inactive Investor,Julie Kelly,Financial Advisor,Edward Jones Durham NC 3100 Tower Blvd,julie.kelly@edwardjones.com,,Salesforce
10767349,Inactive Investor,Tiffany Thomas,Senior Registered Associate,Morgan Stanley Short Hills NJ 150 John F Kennedy Pkwy,tiffany.k.thomas@morganstanley.com,,Salesforce
10985444,Inactive Investor,Michael Mahnich,,PFS Investments Inc. Plano TX 6600 Chase Oaks Blvd,mmahnich@primerica.com,,Salesforce
10778738,Inactive Investor,Rowan Beach,Executive Director - Wealth Management;Financial Advisor;Senior Investment Management Consultant,Morgan Stanley San Francisco CA 555 California St,rowan.beach@morganstanley.com,,Salesforce
11064291,Inactive Investor,Jeffrey Jalon,Executive Director,J.P. Morgan Securities LLC Chicago IL 21 S Clark St,jeffrey.p.jalon@jpmorgan.com,,Salesforce
1380147,Inactive Investor,sheldon alexander,,TBD,813sheldon@gmail.com,8133259099,
11254877,Inactive Investor,Ryan Parker,,Morgan Stanley Thousand Oaks CA 100 N Westlake Blvd,,,Salesforce
11201846,Inactive Investor,Marc Blount,Assistant Vice President;Financial Advisor,PNC Investments Pittsburgh PA 5601 Walnut St,marc.blount@pnc.com,,Salesforce
9622267,,Jamid Arboleda,,,jamidarboleda@gmail.com,,List import
10760695,Inactive Investor,Frank Sabia,Managing Director - Wealth Management,UBS Financial Services Inc. Larchmont NY Private Residence,frank.sabia@ubs.com,,Salesforce
10864974,Inactive Investor,Theresa Parrott,,J.P. Morgan Securities LLC Pompano Beach FL 943 E McNab Rd,theresa.parrott@jpmorgan.com,,Salesforce
10803801,Inactive Investor,Michael Hugghins,Financial Advisor,Morgan Stanley Alpharetta GA 2400 Lakeview Pkwy,michael.hugghins@morganstanley.com,,Salesforce
11231942,Inactive Investor,Marci Prather,,Fidelity Brokerage Services LLC Southlake TX 1540 E Southlake Blvd,,,Salesforce
9597172,,Jordan Kahn,,,jordan@acm-funds.com,,List import
11172096,Inactive Investor,Serena Fields,,PFS Investments Inc. Anoka MN 12 Bridge Sq,,,Salesforce
10794214,Inactive Investor,Louis Santos,Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 100 Federal St",,,Salesforce
11135431,Inactive Investor,Shawn Conroy,,Goldman Sachs & Co. Cohoes NY 100 Coliseum Dr,,,Salesforce
10864426,Inactive Investor,Zachary Lasalvia,Private Banker,J.P. Morgan Securities LLC Philadelphia PA 1650 Market St,zachary.lasalvia@jpmorgan.com,,Salesforce
10880921,Inactive Investor,Eric Orlovsky,,"Avantax Investment Services, Inc. Johnstown PA 1732 Scalp Ave",,,Salesforce
9644179,,Shenjie Pang,,,since2null@gmail.com,,List import
11119949,Inactive Investor,Heather Bedell,,LPL Financial LLC Erie PA 1250 Tower Ln,heather.bedell@lpl.com,,Salesforce
11204190,Inactive Investor,William Weeks,,"Northwestern Mutual Investment Services, LLC Austin TX 3700 N Capital of Texas Hwy",blake.weeks@nm.com,,Salesforce
9562629,,master -,,,koreamasterna@gmail.com,,List import
11133611,Inactive Investor,Elizabeth Giroux,,The Huntington Investment Company Circleville OH 1425 S Court St,elizabeth.giroux@huntington.com,,Salesforce
10887095,Inactive Investor,Alexander Milack,Private Client Investment Associate,J.P. Morgan Securities LLC Valley Stream NY 1200 West Walk,alexander.j.milack@jpmorgan.com,,Salesforce
11177235,Inactive Investor,Thomas Carouthers,Financial Advisor,LPL Financial LLC League City TX Private Residence,thomas.carouthers@lpl.com,,Salesforce
10824283,Inactive Investor,Kent Peterson,,Cetera Advisor Networks LLC Saint George UT 20 N Main St,petersonk@ceteranetworks.com,,Salesforce
11050950,Inactive Investor,Max Nelson,Chief Compliance Officer;Head Trader,"BN Investment, LLC",,,Salesforce
11033595,Inactive Investor,Miranda Pezzuti,,"Allstate Financial Services, LLC Clearfield PA 308 E Pine St",mirandapezzuti@allstate.com,,Salesforce
11170497,Inactive Investor,Vanessa Macias,,"Empower Financial Services, Inc Cantonment FL Private Residence",vanessa.macias@empower.com,,Salesforce
9630609,,MUHAMMAD QAADRI,,,drshafiq@rogers.com,,List import
11205426,Inactive Investor,Jaysen Marquis,Private Client Advisor;Senior Vice President,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Dallas TX 5500 Preston Rd",jay.marquis@bofa.com,,Salesforce
85199,,Vesna Oelsner,President,Occidental realty,occidentalrealty@gmail.com,,Event
9559560,,Charles Zodda,,,charles.zodda@securitiesamerica.com,,List import
9597119,,Jack Satt,,,j.satt@odey.com,,List import
10950938,Inactive Investor,Michael Flynn,,Fidelity Brokerage Services LLC Merrimack NH 2 Contra Way,,,Salesforce
11148061,Inactive Investor,Wilfredo Pena,,Fidelity Brokerage Services LLC Roanoke TX 1 Destiny Way,,,Salesforce
9597108,,Coby Cress,,,ccress@bpadvisors.com,,List import
10903303,Inactive Investor,Joseph Ritter,,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 5905 E Galbraith Rd",joseph.ritter@ml.com,,Salesforce
11232557,Inactive Investor,Gretchen Garcia,,Cetera Advisor Networks LLC Saint Louis MO 5700 Oakland Ave,,,Salesforce
10937646,Inactive Investor,Brandon Hepburn,Private Client Advisor;Vice President,J.P. Morgan Securities LLC Baltimore MD 2863 Smith Ave,brandon.a.hepburn@jpmorgan.com,,Salesforce
11089392,Inactive Investor,Jeremy Wilking,,J.P. Morgan Securities LLC Plainfield IN 807 Southfield Dr,jeremy.e.wilking@jpmorgan.com,,Salesforce
9614859,,Sergey Chorniy,,,sergeychorniy@gmail.com,,List import
11035225,Inactive Investor,Frederick Fox,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 1033 Skokie Blvd",frederick_s_fox@ml.com,,Salesforce
11037546,Inactive Investor,Conrad Freire,,Standard Chartered Securities North America LLC,,,Salesforce
9550529,,Scott -,,,scottammaturo@comcast.net,,List import
11063874,Inactive Investor,Leonel Garcia,,PFS Investments Inc. Dallas TX 8330 Lyndon B Johnson Fwy,leonel.garcia@primerica.com,,Salesforce
10969988,Inactive Investor,Ali Zafar,Financial Advisor,Morgan Stanley Boca Raton FL 4855 Technology Way,ali.zafar@morganstanley.com,,Salesforce
11139350,Inactive Investor,Max Wibaux,,"Charles Schwab & Co., Inc. Austin TX 2309 Gracy Farms Ln",,,Salesforce
11101099,Inactive Investor,James Aten,Wealth Advisor,LPL Financial LLC Minersville PA 252 Sunbury St,james.aten@lpl.com,,Salesforce
11164193,Inactive Investor,Theresa Henslin,,LPL Financial LLC Appleton WI 221 W College Ave,theresa.henslin@lpl.com,,Salesforce
10838776,Inactive Investor,Grisha Stepanian,,"Farmers Financial Solutions, LLC Glendale CA 220 S Kenwood St",gstepanian@farmersagent.com,,Salesforce
10978013,Inactive Investor,Jason Shaul,,Edward Jones South Bend IN 1001 N Hickory Rd,,,Salesforce
11117213,Inactive Investor,Shane Waarbroek,First Vice President;Senior Financial Advisor,"Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 2049 Century Park E",shane_waarbroek@ml.com,,Salesforce
10755771,Inactive Investor,Angelica Fezza,Senior Client Associate,Morgan Stanley Miami FL 20807 Biscayne Blvd,angelica.tafache@morganstanley.com,,Salesforce
9550472,,J p,,,garabagein@outlook.com,,List import
11230813,Inactive Investor,Carolyn Vertovec,,LPL Financial LLC Kansas City MO 1201 Walnut St,,,Salesforce
11109814,Inactive Investor,Felix Lemarinel,,LPL Financial LLC Aurora CO Private Residence,felix.lemarinel@lpl.com,,Salesforce
11229168,Inactive Investor,Allan Cruickshanks,,Janney Montgomery Scott LLC Richmond VA 1021 E Cary St,,,Salesforce
10852228,Inactive Investor,Charles Watson,Financial Advisor,"Raymond James & Associates, Inc. Memphis TN 1100 Ridgeway Loop Rd",chuck.watson@raymondjames.com,,Salesforce
11234810,Inactive Investor,Norborne Smith,Principal;Senior Strategic Advisor,"Sequoia Financial Group, L.L.C. Berwyn PA 1205 Westlakes Dr",,,Salesforce
10850899,Inactive Investor,Keith Deras,,"Cambridge Investment Research, Inc. Omaha NE 14010 Fnb Pkwy",,,Salesforce
10949408,Inactive Investor,Jackson Graham,,Vanguard Marketing Corporation Charlotte NC 2525 Water Ridge Pkwy,jackson_graham@vanguard.com,,Salesforce
10931226,Inactive Investor,Daniella Viete,Associate Partner;Chief Compliance Officer;Chief Operating Officer,"Maximai Investment Partners, LLC",dviete@maximaipartners.com,,Salesforce
11202359,Inactive Investor,John Tuccio,Financial Advisor;Senior Vice President - Wealth Management,UBS Financial Services Inc. Austin TX 98 S